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    • DJIA
    • S&P 500
    • NYSE Composite
    • Bloomberg US Aggregate Bond
  • Model Portfolios
      • ^DJI (Dow Jones Industrial Average)
      • ^GSPC (S&P 500 Index)
      • ^IXIC (NASDAQ Composite)
      • ^NYA (NYSE Composite)
      • IWD (iShares Russell 1000 Value ETF)
      • SPYV (SPDR Portfolio S&P 500 Value ETF)
      • VTV (Vanguard Value ETF)
      • IWB (iShares Russell 1000 ETF)
      • DIA (SPDR Dow Jones Industrial Average ETF)
      • SPY (SPDR S&P 500 ETF Trust)
      • QQQ (Invesco QQQ Trust)
      • VOO (Vanguard S&P 500 ETF)
      • VV (Vanguard Large-Cap ETF)
      • IWF (iShares Russell 1000 Growth ETF)
      • SPYG (SPDR Portfolio S&P 500 Growth ETF)
      • VUG (Vanguard Growth ETF)
      • IWS (iShares Russell Mid-Cap Value ETF)
      • IVOV (Vanguard S&P Mid-Cap 400 Value ETF)
      • VOE (Vanguard Mid-Cap Value ETF)
      • IWR (iShares Russell Mid-Cap ETF)
      • MDY (SPDR S&P MidCap 400 ETF Trust)
      • VO (Vanguard Mid-Cap ETF)
      • IWP (iShares Russell Mid-Cap Growth ETF)
      • IVOG (Vanguard S&P Mid-Cap 400 Growth ETF)
      • VOT (Vanguard Mid-Cap Growth ETF)
      • IWN (iShares Russell 2000 Value ETF)
      • IJS (iShares S&P Small-Cap 600 Value ETF)
      • VBR (Vanguard Small-Cap Value ETF)
      • IWM (iShares Russell 2000 ETF)
      • IJR (iShares Core S&P Small-Cap ETF)
      • IWO (iShares Russell 2000 Growth ETF)
      • IJT (iShares S&P Small-Cap 600 Growth ETF)
      • VBK (Vanguard Small-Cap Growth ETF)
      • VTI (Vanguard Total Stock Market ETF)
      • ITOT (iShares Core S&P Total U.S. Stock Market ETF)
      • SCHB (Schwab U.S. Broad Market ETF)
      • IWV (iShares Russell 3000 ETF)
      • VEA (Vanguard FTSE Developed Markets ETF)
      • IEFA (iShares Core MSCI EAFE ETF)
      • SPDW (SPDR Portfolio Developed World ex-US ETF)
      • VWO (Vanguard FTSE Emerging Markets ETF)
      • IEMG (iShares Core MSCI Emerging Markets ETF)
      • SPEM (SPDR Portfolio Emerging Markets ETF)
      • BND (Vanguard Total Bond Market ETF)
      • AGG (iShares Core U.S. Aggregate Bond ETF)
      • SCHZ (Schwab U.S. Aggregate Bond ETF)
      • BNDX (Vanguard Total International Bond ETF)
      • IAGG (iShares Core International Aggregate Bond ETF)
      • TIP (iShares TIPS Bond ETF)
      • SCHP (Schwab U.S. TIPS ETF)
      • VTIP (Vanguard Short-Term Inflation-Protected Securities ETF)
      • SGOV (iShares 0-3 Month Treasury Bond ETF)
      • BIL (SPDR Bloomberg 1-3 Month T-Bill ETF)
      • SHY (iShares 1-3 Year Treasury Bond ETF)
      • VGSH (Vanguard Short-Term Treasury ETF)
      • XLB (Materials Select Sector SPDR Fund)
      • XLC (Communication Services Select Sector SPDR Fund)
      • XLE (Energy Select Sector SPDR Fund)
      • XLF (Financial Select Sector SPDR Fund)
      • XLI (Industrial Select Sector SPDR Fund)
      • XLK (Technology Select Sector SPDR Fund)
      • XLP (Consumer Staples Select Sector SPDR Fund)
      • XLRE (Real Estate Select Sector SPDR Fund)
      • XLU (Utilities Select Sector SPDR Fund)
      • XLV (Health Care Select Sector SPDR Fund)
      • XLY (Consumer Discretionary Select Sector SPDR Fund)

Resources

Comprehensive market performance data, model portfolios and datasheets on commonly traded ETFs. Use this section to guide your investing decisions

Market Data

Historical market data and performance analysis for major indices and asset classes.

Model Portfolios

Model portfolio allocations for different risk profiles and investment goals.

Datasheets

Performance data for commonly traded exchange traded funds (ETFs) - lifetime, annual and daily rolling returns.

LifecycleFinance

Professional-grade financial planning tools and educational resources to help you navigate your financial lifecycle with confidence.

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IMPORTANT: I am an engineer, not a financial advisor. This website and the associated Excel tools are mathematical models built for educational purposes. They do not constitute financial, tax, or legal advice. All investments involve risk, and past performance of indices or ETFs does not guarantee future results. Use these tools at your own discretion.