gtaa6
alt_spmo_qqqm_14
Strategy Description
GTAA AGG 6 alt SPMO+QQQM 14-target universe (hold_until_replaced). Top-6 by 1/3/6/12 composite ROC, SMA200 trend filter. Proxies: SPMO=VFINX→SPY→MTUM→SPMO; QQQM=QQQ pre-2020-10-13. Codex run_ids: pre_tax=a0edb9df-7b73-4c92-9f2d-c1685c7e2032, taxable=232dd15e-7980-4215-9dda-fb730cfd36d1. Pre-tax CAGR 10.74%, max DD -21.69%. After-tax CAGR 8.27%, max DD -25.89%.
Universe: ["GSG", "SPMO", "QQQM", "VBK", "VEA", "VBR", "VWO", "VTV", "IAU", "VNQ", "VCIT", "VGIT", "IGOV", "VGLT"]
Rebalance Frequency: on_signal_change | Period: January 29, 1999 to May 1, 2026 | Top N: 6
Portfolio Value Over Time
After-tax performance
Performance Summary
27.2 years of data
| Metric | Value |
|---|---|
| Period | January 29, 1999 to May 1, 2026 (27.2 years) |
| After-Tax CAGR | 8.27% |
| Pre-Tax CAGR | 10.74% |
| Tax Drag | 2.47% |
| Final Value (After-Tax) | $87,179 (from $10,000) |
| Final Value (Pre-Tax) | $161,140 |
| Total Taxes Paid | $23,523 |
| Effective Tax Rate | 15.6% on gains |
| Total Transactions | 996 (37 per year) |
| Maximum Drawdown | -25.89% |
Drawdown Analysis
Top 5 drawdowns
| Rank | Drawdown | Peak Date | Trough Date | Recovery Date | Duration |
|---|---|---|---|---|---|
| 1 | -25.89% | Oct, 2007 | Dec, 2008 | Mar, 2010 | 29 mo |
| 2 | -15.00% | May, 2002 | Mar, 2003 | Aug, 2003 | 15 mo |
| 3 | -14.73% | Apr, 2011 | Dec, 2011 | Apr, 2013 | 24 mo |
| 4 | -14.12% | Nov, 2014 | Jan, 2016 | Jul, 2017 | 32 mo |
| 5 | -13.84% | Sep, 2018 | Dec, 2018 | Aug, 2020 | 23 mo |
Rolling Period Analysis
Best and worst CAGR for rolling periods
| Period | Best CAGR | Best Period | Worst CAGR | Worst Period |
|---|---|---|---|---|
| 1-Year | 46.01% | 2003-03-31 to 2004-03-31 | -23.72% | 2007-10-31 to 2008-10-31 |
| 3-Year | 21.66% | 2003-04-30 to 2006-04-28 | -2.81% | 2000-03-31 to 2003-03-31 |
| 5-Year | 19.19% | 2002-10-31 to 2007-10-31 | -0.17% | 2007-10-31 to 2012-10-31 |
| 10-Year | 10.47% | 2016-02-29 to 2026-02-27 | 4.21% | 2010-04-30 to 2020-04-30 |
Annual Returns
28 years
| Year | Pre-Tax Return | After-Tax Return | Tax Drag | Pre-Tax Value | After-Tax Value |
|---|---|---|---|---|---|
| 2026 | 11.34% | 7.08% | 4.26% | $161,140 | $87,179 |
| 2025 | 22.43% | 21.07% | 1.37% | $144,727 | $81,413 |
| 2024 | 18.09% | 15.78% | 2.31% | $118,212 | $67,247 |
| 2023 | 5.82% | 5.82% | 0.00% | $100,101 | $58,082 |
| 2022 | -5.18% | -7.77% | 2.59% | $94,596 | $54,887 |
| 2021 | 22.32% | 15.14% | 7.18% | $99,760 | $59,512 |
| 2020 | 17.53% | 16.89% | 0.63% | $81,557 | $51,689 |
| 2019 | 11.18% | 9.02% | 2.16% | $69,394 | $44,219 |
| 2018 | 0.28% | -4.24% | 4.52% | $62,417 | $40,562 |
| 2017 | 21.45% | 20.64% | 0.81% | $62,240 | $42,357 |
| 2016 | 6.28% | 5.47% | 0.81% | $51,249 | $35,110 |
| 2015 | -7.04% | -10.34% | 3.30% | $48,221 | $33,290 |
| 2014 | 10.90% | 7.64% | 3.26% | $51,873 | $37,127 |
| 2013 | 30.21% | 29.61% | 0.61% | $46,774 | $34,493 |
| 2012 | 9.66% | 6.43% | 3.22% | $35,922 | $26,613 |
| 2011 | -5.22% | -7.82% | 2.60% | $32,758 | $25,005 |
| 2010 | 8.84% | 5.50% | 3.34% | $34,561 | $27,126 |
| 2009 | 32.07% | 29.72% | 2.34% | $31,755 | $25,713 |
| 2008 | -17.89% | -20.66% | 2.77% | $24,044 | $19,821 |
| 2007 | 19.41% | 16.31% | 3.11% | $29,284 | $24,984 |
| 2006 | 24.67% | 22.33% | 2.34% | $24,523 | $21,481 |
| 2005 | 11.24% | 9.08% | 2.17% | $19,671 | $17,560 |
| 2004 | 10.88% | 4.83% | 6.05% | $17,683 | $16,098 |
| 2003 | 40.58% | 37.59% | 2.99% | $15,948 | $15,357 |
| 2002 | -2.26% | -2.37% | 0.10% | $11,345 | $11,161 |
| 2001 | 2.38% | 1.34% | 1.04% | $11,607 | $11,432 |
| 2000 | -6.57% | -7.04% | 0.47% | $11,337 | $11,281 |
| 1999 | 21.20% | 21.20% | 0.00% | $12,134 | $12,134 |
Monthly Returns
Last 120 months | 328 total
| Date | Pre-Tax Return | After-Tax Return | Pre-Tax Value | After-Tax Value | Holdings |
|---|---|---|---|---|---|
| Apr, 2026 | 5.17% | 1.15% | $161,140 | $87,179 | GSG,IAU,QQQM,SPMO,VBK,VEA |
| Mar, 2026 | -3.57% | -3.57% | $153,211 | $86,186 | GSG,IAU,VBR,VEA,VTV,VWO |
| Feb, 2026 | 4.21% | 4.21% | $158,883 | $89,377 | GSG,IAU,VBR,VEA,VTV,VWO |
| Jan, 2026 | 5.35% | 5.35% | $152,468 | $85,768 | IAU,QQQM,VBR,VEA,VTV,VWO |
| Dec, 2025 | 1.11% | -0.01% | $144,727 | $81,413 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Nov, 2025 | 0.63% | 0.63% | $143,133 | $81,425 | IAU,QQQM,SPMO,VEA,VTV,VWO |
| Oct, 2025 | 2.37% | 2.37% | $142,239 | $80,916 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Sep, 2025 | 5.47% | 5.47% | $138,940 | $79,040 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Aug, 2025 | 3.11% | 3.11% | $131,733 | $74,939 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Jul, 2025 | 0.05% | 0.05% | $127,764 | $72,682 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Jun, 2025 | 4.14% | 4.14% | $127,695 | $72,642 | IAU,IGOV,QQQM,SPMO,VEA,VWO |
| May, 2025 | 3.07% | 3.07% | $122,619 | $69,754 | IAU,IGOV,QQQM,SPMO,VEA,VWO |
| Apr, 2025 | -0.66% | -0.66% | $118,971 | $67,680 | IAU,IGOV,SPMO,VEA,VGIT,VWO |
| Mar, 2025 | -1.44% | -1.44% | $119,764 | $68,131 | GSG,IAU,VEA,VNQ,VTV,VWO |
| Feb, 2025 | -1.61% | -1.61% | $121,512 | $69,125 | IAU,QQQM,SPMO,VNQ,VTV,VWO |
| Jan, 2025 | 4.47% | 4.47% | $123,500 | $70,256 | IAU,QQQM,SPMO,VBK,VBR,VTV |
| Dec, 2024 | -5.35% | -7.20% | $118,212 | $67,247 | IAU,QQQM,SPMO,VBK,VBR,VTV |
| Nov, 2024 | 5.08% | 5.08% | $124,895 | $72,468 | IAU,SPMO,VBK,VBR,VNQ,VTV |
| Oct, 2024 | -0.51% | -0.51% | $118,856 | $68,964 | IAU,QQQM,SPMO,VBK,VNQ,VTV |
| Sep, 2024 | 2.61% | 2.61% | $119,460 | $69,314 | IAU,QQQM,SPMO,VNQ,VTV,VWO |
| Aug, 2024 | 2.51% | 2.51% | $116,416 | $67,548 | IAU,QQQM,SPMO,VBR,VNQ,VTV |
| Jul, 2024 | 1.42% | 1.42% | $113,566 | $65,894 | IAU,QQQM,SPMO,VBR,VNQ,VTV |
| Jun, 2024 | 2.12% | 2.12% | $111,975 | $64,971 | IAU,QQQM,SPMO,VEA,VTV,VWO |
| May, 2024 | 4.52% | 4.52% | $109,651 | $63,623 | IAU,QQQM,SPMO,VBR,VEA,VTV |
| Apr, 2024 | -4.08% | -4.08% | $104,909 | $60,871 | IAU,QQQM,SPMO,VBK,VBR,VTV |
| Mar, 2024 | 3.67% | 3.67% | $109,370 | $63,460 | IAU,QQQM,SPMO,VBK,VBR,VTV |
| Feb, 2024 | 5.92% | 5.92% | $105,502 | $61,215 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Jan, 2024 | -0.50% | -0.50% | $99,606 | $57,794 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Dec, 2023 | 4.60% | 4.60% | $100,101 | $58,082 | QQQM,SPMO,VBK,VBR,VEA,VNQ |
| Nov, 2023 | 3.29% | 3.29% | $95,697 | $55,526 | IAU,QQQM,SPMO,VEA,VTV,VWO |
| Oct, 2023 | -1.19% | -1.19% | $92,650 | $53,758 | GSG,IAU,QQQM,SPMO,BIL |
| Sep, 2023 | -4.19% | -4.19% | $93,770 | $54,408 | GSG,QQQM,SPMO,BIL |
| Aug, 2023 | -3.33% | -3.33% | $97,875 | $56,790 | IAU,QQQM,SPMO,VBK,VBR,VEA |
| Jul, 2023 | 3.66% | 3.66% | $101,242 | $58,744 | IAU,QQQM,VBK,VBR,VEA,VWO |
| Jun, 2023 | 2.58% | 2.58% | $97,668 | $56,670 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| May, 2023 | -0.94% | -0.94% | $95,211 | $55,244 | IAU,QQQM,VBK,VCIT,VEA,VGIT |
| Apr, 2023 | 0.66% | 0.66% | $96,117 | $55,770 | IAU,QQQM,VCIT,VEA,VTV,VWO |
| Mar, 2023 | 2.12% | 2.12% | $95,484 | $55,403 | IAU,QQQM,VBK,VBR,VEA,VTV |
| Feb, 2023 | -3.89% | -3.89% | $93,500 | $54,251 | IAU,QQQM,VBK,VBR,VEA,VTV |
| Jan, 2023 | 2.84% | 2.84% | $97,283 | $56,447 | IAU,VBK,VBR,VEA,VTV,VWO |
| Dec, 2022 | -2.28% | -4.95% | $94,596 | $54,887 | IAU,SPMO,VEA,VTV,BIL |
| Nov, 2022 | 1.64% | 1.64% | $96,799 | $57,745 | SPMO,VBR,VEA,VTV,BIL |
| Oct, 2022 | 0.23% | 0.23% | $95,232 | $56,811 | SPMO,VTV,BIL |
| Sep, 2022 | -1.47% | -1.47% | $95,009 | $56,678 | BIL |
| Aug, 2022 | -0.52% | -0.52% | $96,428 | $57,524 | GSG,BIL |
| Jul, 2022 | -0.02% | -0.02% | $96,931 | $57,824 | GSG,BIL |
| Jun, 2022 | -3.03% | -3.03% | $96,954 | $57,838 | GSG,BIL |
| May, 2022 | 0.94% | 0.94% | $99,981 | $59,644 | GSG,VTV,BIL |
| Apr, 2022 | -1.61% | -1.61% | $99,055 | $59,091 | GSG,IAU,BIL |
| Mar, 2022 | 2.88% | 2.88% | $100,678 | $60,060 | GSG,IAU,VBR,VNQ,VTV,BIL |
| Feb, 2022 | 0.99% | 0.99% | $97,859 | $58,378 | GSG,IAU,VBR,VTV,BIL |
| Jan, 2022 | -2.87% | -2.87% | $96,900 | $57,806 | GSG,VNQ,VTV,BIL |
| Dec, 2021 | 5.42% | -0.77% | $99,760 | $59,512 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Nov, 2021 | -3.41% | -3.41% | $94,633 | $59,976 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Oct, 2021 | 6.37% | 6.37% | $97,975 | $62,094 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Sep, 2021 | -2.74% | -2.74% | $92,110 | $58,377 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Aug, 2021 | 2.05% | 2.05% | $94,707 | $60,023 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Jul, 2021 | 1.09% | 1.09% | $92,806 | $58,818 | GSG,QQQM,SPMO,VBR,VNQ,VTV |
| Jun, 2021 | 0.84% | 0.84% | $91,805 | $58,183 | GSG,QQQM,VBK,VBR,VNQ,VTV |
| May, 2021 | 1.13% | 1.13% | $91,039 | $57,698 | GSG,VBR,VEA,VNQ,VTV,VWO |
| Apr, 2021 | 4.49% | 4.49% | $90,018 | $57,051 | GSG,QQQM,VBK,VBR,VEA,VTV |
| Mar, 2021 | 0.69% | 0.69% | $86,152 | $54,601 | GSG,QQQM,VBK,VBR,VTV,VWO |
| Feb, 2021 | 3.67% | 3.67% | $85,561 | $54,226 | GSG,QQQM,VBK,VBR,VEA,VWO |
| Jan, 2021 | 1.19% | 1.19% | $82,531 | $52,306 | GSG,QQQM,SPMO,VBK,VBR,VWO |
| Dec, 2020 | 5.79% | 5.22% | $81,557 | $51,689 | QQQM,SPMO,VBK,VBR,VEA,VWO |
| Nov, 2020 | 6.16% | 6.16% | $77,091 | $49,124 | QQQM,SPMO,VBK,VBR,VEA,VWO |
| Oct, 2020 | -1.55% | -1.55% | $72,619 | $46,274 | IAU,QQQM,SPMO,VBK,VCIT,VWO |
| Sep, 2020 | -2.34% | -2.34% | $73,766 | $47,005 | IAU,QQQM,SPMO,VBK,VGLT,VWO |
| Aug, 2020 | 3.19% | 3.19% | $75,537 | $48,133 | IAU,QQQM,SPMO,VBK,VGLT,VWO |
| Jul, 2020 | 6.41% | 6.41% | $73,199 | $46,644 | IAU,QQQM,SPMO,VBK,VGLT,VWO |
| Jun, 2020 | 2.46% | 2.46% | $68,791 | $43,835 | IAU,QQQM,SPMO,VBK,VCIT,VGLT |
| May, 2020 | 1.63% | 1.63% | $67,137 | $42,781 | IAU,QQQM,SPMO,VBK,VGIT,VGLT |
| Apr, 2020 | 1.36% | 1.36% | $66,059 | $42,094 | IAU,QQQM,VCIT,VGIT,VGLT,BIL |
| Mar, 2020 | -1.26% | -1.26% | $65,175 | $41,531 | IAU,VGIT,VGLT,BIL |
| Feb, 2020 | -3.77% | -3.77% | $66,007 | $42,060 | IAU,IGOV,QQQM,VCIT,VGIT,VGLT |
| Jan, 2020 | -1.15% | -1.15% | $68,595 | $43,710 | IAU,QQQM,SPMO,VBK,VGLT,VNQ |
| Dec, 2019 | 1.55% | -0.43% | $69,394 | $44,219 | QQQM,VBK,VEA,VNQ,VTV,VWO |
| Nov, 2019 | 0.33% | 0.33% | $68,338 | $44,409 | IAU,QQQM,VBK,VGLT,VNQ,VTV |
| Oct, 2019 | 1.20% | 1.20% | $68,111 | $44,262 | IAU,QQQM,VCIT,VGLT,VNQ,VTV |
| Sep, 2019 | -0.74% | -0.74% | $67,306 | $43,738 | IAU,QQQM,SPMO,VCIT,VGLT,VNQ |
| Aug, 2019 | 3.01% | 3.01% | $67,806 | $44,063 | IAU,QQQM,VCIT,VGIT,VGLT,VNQ |
| Jul, 2019 | 1.08% | 1.08% | $65,826 | $42,777 | IAU,QQQM,SPMO,VBK,VGLT,VNQ |
| Jun, 2019 | 3.05% | 3.05% | $65,124 | $42,321 | IAU,QQQM,VBK,VCIT,VGLT,VNQ |
| May, 2019 | -2.82% | -2.82% | $63,196 | $41,068 | IAU,SPMO,VCIT,VGIT,VGLT,VNQ |
| Apr, 2019 | 1.34% | 1.34% | $65,033 | $42,262 | QQQM,SPMO,VBK,VGLT,VNQ,VTV |
| Mar, 2019 | 2.09% | 2.09% | $64,172 | $41,702 | QQQM,SPMO,VBK,VCIT,VGLT,VNQ |
| Feb, 2019 | -0.37% | -0.37% | $62,861 | $40,850 | IAU,VBK,VCIT,VGIT,VGLT,VNQ |
| Jan, 2019 | 1.09% | 1.09% | $63,095 | $41,002 | IAU,IGOV,VCIT,VGIT,VGLT,VNQ |
| Dec, 2018 | -2.48% | -6.87% | $62,417 | $40,562 | IAU,VCIT,VGIT,VGLT,BIL |
| Nov, 2018 | 0.88% | 0.88% | $64,001 | $43,555 | VGIT,VNQ,VTV,BIL |
| Oct, 2018 | -8.29% | -8.29% | $63,445 | $43,177 | VNQ,BIL |
| Sep, 2018 | 0.43% | 0.43% | $69,178 | $47,079 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| Aug, 2018 | 3.91% | 3.91% | $68,885 | $46,879 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| Jul, 2018 | 1.83% | 1.83% | $66,294 | $45,115 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| Jun, 2018 | 0.70% | 0.70% | $65,103 | $44,305 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| May, 2018 | 2.37% | 2.37% | $64,652 | $43,998 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| Apr, 2018 | 0.28% | 0.28% | $63,152 | $42,978 | GSG,QQQM,SPMO,VBK,VEA,VWO |
| Mar, 2018 | -1.81% | -1.81% | $62,973 | $42,856 | GSG,IGOV,QQQM,SPMO,VBK,VWO |
| Feb, 2018 | -3.18% | -3.18% | $64,134 | $43,646 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Jan, 2018 | 6.43% | 6.43% | $66,243 | $45,081 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Dec, 2017 | 1.44% | 0.77% | $62,240 | $42,357 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Nov, 2017 | 1.97% | 1.97% | $61,354 | $42,033 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Oct, 2017 | 3.54% | 3.54% | $60,168 | $41,220 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Sep, 2017 | 1.54% | 1.54% | $58,109 | $39,809 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Aug, 2017 | 0.93% | 0.93% | $57,229 | $39,207 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Jul, 2017 | 2.93% | 2.93% | $56,704 | $38,847 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Jun, 2017 | 0.66% | 0.66% | $55,090 | $37,741 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| May, 2017 | 1.04% | 1.04% | $54,728 | $37,493 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Apr, 2017 | 1.36% | 1.36% | $54,164 | $37,107 | QQQM,VBK,VBR,VEA,VTV,VWO |
| Mar, 2017 | 0.29% | 0.29% | $53,438 | $36,609 | QQQM,VBK,VBR,VEA,VTV,VWO |
| Feb, 2017 | 2.55% | 2.55% | $53,283 | $36,503 | QQQM,SPMO,VBK,VBR,VTV,VWO |
| Jan, 2017 | 1.39% | 1.39% | $51,960 | $35,597 | GSG,QQQM,VBK,VBR,VTV,VWO |
| Dec, 2016 | 1.68% | 0.90% | $51,249 | $35,110 | GSG,QQQM,SPMO,VBK,VBR,VTV |
| Nov, 2016 | 0.23% | 0.23% | $50,402 | $34,795 | QQQM,SPMO,VBK,VBR,VTV,VWO |
| Oct, 2016 | -2.76% | -2.76% | $50,288 | $34,717 | IAU,QQQM,VBR,VCIT,VTV,VWO |
| Sep, 2016 | -0.10% | -0.10% | $51,715 | $35,702 | IAU,QQQM,VBK,VBR,VGLT,VWO |
| Aug, 2016 | -1.34% | -1.34% | $51,769 | $35,740 | IAU,VBR,VGLT,VNQ,VTV,VWO |
| Jul, 2016 | 2.29% | 2.29% | $52,472 | $36,225 | IAU,IGOV,VBR,VGLT,VNQ,VWO |
| Jun, 2016 | 4.35% | 4.35% | $51,299 | $35,415 | IAU,IGOV,VCIT,VGLT,VNQ,VTV |
| May, 2016 | -0.71% | -0.71% | $49,160 | $33,938 | IAU,IGOV,VBR,VGLT,VNQ,VTV |
| Apr, 2016 | 0.86% | 0.86% | $49,512 | $34,182 | IAU,IGOV,VCIT,VGLT,VNQ,VTV |
| Mar, 2016 | 2.66% | 2.66% | $49,091 | $33,890 | IAU,IGOV,SPMO,VCIT,VGLT,VNQ |
| Feb, 2016 | 1.21% | 1.21% | $47,820 | $33,013 | IAU,IGOV,VCIT,VGIT,VGLT,VNQ |
| Jan, 2016 | -2.02% | -2.02% | $47,247 | $32,617 | IGOV,VCIT,VGIT,VGLT,VNQ,BIL |
| Dec, 2015 | -0.63% | -4.15% | $48,221 | $33,290 | QQQM,SPMO,VGIT,VNQ,BIL |
| Nov, 2015 | 0.19% | 0.19% | $48,525 | $34,731 | QQQM,SPMO,VCIT,VGIT,VNQ,VTV |
| Oct, 2015 | -0.12% | -0.12% | $48,433 | $34,666 | QQQM,SPMO,VCIT,VGIT,VNQ,VTV |
| Sep, 2015 | 0.20% | 0.20% | $48,493 | $34,708 | VCIT,VGIT,VGLT,BIL |
| Aug, 2015 | -6.30% | -6.30% | $48,395 | $34,638 | VGIT,BIL |
| Jul, 2015 | 1.42% | 1.42% | $51,647 | $36,966 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Jun, 2015 | -2.00% | -2.00% | $50,923 | $36,448 | QQQM,SPMO,VBK,VBR,VGIT,VTV |
| May, 2015 | 1.08% | 1.08% | $51,961 | $37,191 | QQQM,SPMO,VBK,VBR,VGLT,VTV |
| Apr, 2015 | -1.37% | -1.37% | $51,406 | $36,794 | QQQM,SPMO,VBK,VBR,VGLT,VTV |
| Mar, 2015 | -0.15% | -0.15% | $52,121 | $37,305 | QQQM,SPMO,VBK,VBR,VGLT,VNQ |
| Feb, 2015 | 0.09% | 0.09% | $52,199 | $37,362 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| Jan, 2015 | 0.54% | 0.54% | $52,155 | $37,329 | QQQM,SPMO,VCIT,VGIT,VGLT,VNQ |
| Dec, 2014 | 0.72% | -2.24% | $51,873 | $37,127 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| Nov, 2014 | 2.60% | 2.60% | $51,501 | $37,978 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| Oct, 2014 | 3.34% | 3.34% | $50,197 | $37,016 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| Sep, 2014 | -3.69% | -3.69% | $48,575 | $35,820 | QQQM,SPMO,VCIT,VGLT,VNQ,VTV |
| Aug, 2014 | 4.07% | 4.07% | $50,434 | $37,191 | QQQM,SPMO,VBR,VNQ,VTV,VWO |
| Jul, 2014 | -1.94% | -1.94% | $48,462 | $35,737 | QQQM,SPMO,VBR,VNQ,VTV,VWO |
| Jun, 2014 | 2.26% | 2.26% | $49,418 | $36,442 | QQQM,SPMO,VBK,VBR,VNQ,VTV |
| May, 2014 | 2.01% | 2.01% | $48,328 | $35,638 | QQQM,SPMO,VBR,VEA,VNQ,VTV |
| Apr, 2014 | -0.38% | -0.38% | $47,374 | $34,935 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Mar, 2014 | -0.10% | -0.10% | $47,553 | $35,067 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Feb, 2014 | 4.96% | 4.96% | $47,603 | $35,104 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Jan, 2014 | -3.04% | -3.04% | $45,355 | $33,446 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Dec, 2013 | 2.44% | 1.96% | $46,774 | $34,493 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Nov, 2013 | 2.60% | 2.60% | $45,660 | $33,829 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Oct, 2013 | 3.91% | 3.91% | $44,503 | $32,972 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Sep, 2013 | 4.94% | 4.94% | $42,831 | $31,732 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Aug, 2013 | -2.48% | -2.48% | $40,814 | $30,238 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Jul, 2013 | 5.93% | 5.93% | $41,853 | $31,008 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Jun, 2013 | -1.61% | -1.61% | $39,511 | $29,273 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| May, 2013 | 0.57% | 0.57% | $40,158 | $29,752 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| Apr, 2013 | 2.57% | 2.57% | $39,929 | $29,582 | SPMO,VBK,VBR,VEA,VNQ,VTV |
| Mar, 2013 | 3.53% | 3.53% | $38,926 | $28,840 | SPMO,VBK,VBR,VEA,VNQ,VTV |
| Feb, 2013 | 0.27% | 0.27% | $37,600 | $27,857 | SPMO,VBK,VBR,VEA,VNQ,VTV |
| Jan, 2013 | 4.39% | 4.39% | $37,500 | $27,783 | SPMO,VBK,VBR,VEA,VTV,VWO |
| Dec, 2012 | 2.45% | -0.57% | $35,922 | $26,613 | VBK,VBR,VEA,VNQ,VTV,VWO |
| Nov, 2012 | 0.91% | 0.91% | $35,064 | $26,765 | SPMO,VBR,VCIT,VEA,VNQ,VTV |
| Oct, 2012 | -1.97% | -1.97% | $34,746 | $26,523 | SPMO,VBK,VBR,VCIT,VEA,VTV |
| Sep, 2012 | 0.81% | 0.81% | $35,446 | $27,057 | QQQM,SPMO,VBK,VBR,VNQ,VTV |
| Aug, 2012 | 1.43% | 1.43% | $35,163 | $26,840 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| Jul, 2012 | 1.41% | 1.41% | $34,668 | $26,463 | QQQM,SPMO,VCIT,VGLT,VNQ,VTV |
| Jun, 2012 | 2.06% | 2.06% | $34,186 | $26,095 | QQQM,SPMO,VBR,VGLT,VNQ,VTV |
| May, 2012 | -2.67% | -2.67% | $33,497 | $25,569 | QQQM,SPMO,VCIT,VGIT,VGLT,VNQ |
| Apr, 2012 | -0.29% | -0.29% | $34,416 | $26,270 | QQQM,SPMO,VCIT,VGLT,VNQ,VTV |
| Mar, 2012 | 2.37% | 2.37% | $34,516 | $26,347 | QQQM,SPMO,VBK,VBR,VNQ,VTV |
| Feb, 2012 | 0.02% | 0.02% | $33,716 | $25,736 | QQQM,SPMO,VBK,VGLT,VNQ,VTV |
| Jan, 2012 | 2.91% | 2.91% | $33,711 | $25,732 | IAU,QQQM,VCIT,VGIT,VGLT,VNQ |
| Dec, 2011 | -0.99% | -3.71% | $32,758 | $25,005 | SPMO,VCIT,VGIT,VGLT,VNQ,VTV |
| Nov, 2011 | -0.58% | -0.58% | $33,086 | $25,969 | IAU,QQQM,VCIT,VGIT,VGLT,BIL |
| Oct, 2011 | 0.66% | 0.66% | $33,280 | $26,121 | IAU,QQQM,VCIT,VGIT,VGLT,VNQ |
| Sep, 2011 | -3.48% | -3.48% | $33,061 | $25,949 | IAU,IGOV,VCIT,VGIT,VGLT,BIL |
| Aug, 2011 | -2.52% | -2.52% | $34,252 | $26,884 | IAU,IGOV,VCIT,VGIT,VGLT,VNQ |
| Jul, 2011 | -1.32% | -1.32% | $35,139 | $27,580 | GSG,IAU,QQQM,SPMO,VBK,VNQ |
| Jun, 2011 | -2.78% | -2.78% | $35,607 | $27,948 | QQQM,SPMO,VBK,VBR,VEA,VNQ |
| May, 2011 | -1.97% | -1.97% | $36,627 | $28,748 | GSG,QQQM,VBK,VBR,VEA,VNQ |
| Apr, 2011 | 3.65% | 3.65% | $37,363 | $29,325 | GSG,IAU,QQQM,VBK,VBR,VNQ |
| Mar, 2011 | 0.53% | 0.53% | $36,048 | $28,294 | GSG,QQQM,VBK,VBR,VNQ,VTV |
| Feb, 2011 | 4.16% | 4.16% | $35,857 | $28,144 | GSG,QQQM,VBK,VBR,VEA,VNQ |
| Jan, 2011 | -0.39% | -0.39% | $34,426 | $27,021 | GSG,QQQM,SPMO,VBK,VBR,VNQ |
| Dec, 2010 | 5.77% | 2.52% | $34,561 | $27,126 | IAU,QQQM,VBK,VBR,VNQ,VWO |
| Nov, 2010 | -0.23% | -0.23% | $32,676 | $26,459 | IAU,QQQM,VBK,VBR,VNQ,VWO |
| Oct, 2010 | 2.60% | 2.60% | $32,753 | $26,521 | IAU,QQQM,VBK,VGLT,VNQ,VWO |
| Sep, 2010 | 3.36% | 3.36% | $31,923 | $25,849 | IAU,QQQM,VCIT,VGLT,VNQ,VWO |
| Aug, 2010 | -0.82% | -0.82% | $30,886 | $25,009 | IAU,VCIT,VGIT,VGLT,VNQ,VWO |
| Jul, 2010 | 1.37% | 1.37% | $31,142 | $25,217 | IAU,VBK,VBR,VGLT,VNQ,VWO |
| Jun, 2010 | -3.46% | -3.46% | $30,721 | $24,876 | IAU,VCIT,VGIT,VGLT,VNQ,BIL |
| May, 2010 | -7.56% | -7.56% | $31,822 | $25,767 | IAU,QQQM,VBK,VBR,VGLT,VNQ |
| Apr, 2010 | 3.66% | 3.66% | $34,423 | $27,873 | QQQM,SPMO,VBK,VBR,VNQ,VWO |
| Mar, 2010 | 8.11% | 8.11% | $33,207 | $26,889 | QQQM,SPMO,VBK,VBR,VNQ,VWO |
| Feb, 2010 | 3.76% | 3.76% | $30,717 | $24,872 | QQQM,SPMO,VBK,VBR,VNQ,VWO |
| Jan, 2010 | -6.78% | -6.78% | $29,603 | $23,971 | QQQM,VBK,VBR,VEA,VNQ,VWO |
| Dec, 2009 | 5.50% | 3.63% | $31,755 | $25,713 | QQQM,VBK,VBR,VEA,VNQ,VWO |
| Nov, 2009 | 6.36% | 6.36% | $30,100 | $24,813 | QQQM,VBK,VBR,VEA,VNQ,VWO |
| Oct, 2009 | -3.97% | -3.97% | $28,301 | $23,330 | IAU,QQQM,VBK,VEA,VNQ,VWO |
| Sep, 2009 | 6.62% | 6.62% | $29,472 | $24,295 | QQQM,VBK,VBR,VEA,VNQ,VWO |
| Aug, 2009 | 2.12% | 2.12% | $27,642 | $22,787 | QQQM,VBK,VBR,VEA,VNQ,VWO |
| Jul, 2009 | 7.11% | 7.11% | $27,068 | $22,313 | IAU,QQQM,VBK,VBR,VEA,VWO |
| Jun, 2009 | -0.59% | -0.59% | $25,272 | $20,833 | IAU,IGOV,QQQM,VBK,VEA,VWO |
| May, 2009 | 5.40% | 5.40% | $25,421 | $20,956 | IAU,IGOV,QQQM,VBK,VEA,VWO |
| Apr, 2009 | -0.51% | -0.51% | $24,118 | $19,882 | IAU,IGOV,QQQM,VWO,BIL |
| Mar, 2009 | -0.19% | -0.19% | $24,241 | $19,983 | IAU,IGOV,BIL |
| Feb, 2009 | 0.19% | 0.19% | $24,286 | $20,021 | IAU,IGOV,BIL |
| Jan, 2009 | 0.81% | 0.81% | $24,239 | $19,982 | IAU,IGOV,BIL |
| Dec, 2008 | 0.56% | -2.83% | $24,044 | $19,821 | IAU,IGOV,BIL |
| Nov, 2008 | 0.00% | 0.00% | $23,910 | $20,399 | IGOV,BIL |
| Oct, 2008 | -5.80% | -5.80% | $23,910 | $20,399 | BIL |
| Sep, 2008 | -3.34% | -3.34% | $25,383 | $21,655 | VNQ,BIL |
| Aug, 2008 | -2.88% | -2.88% | $26,261 | $22,404 | IGOV,VBK,VBR,VNQ,BIL |
| Jul, 2008 | -2.78% | -2.78% | $27,038 | $23,067 | GSG,IAU,IGOV,BIL |
| Jun, 2008 | -2.78% | -2.78% | $27,812 | $23,728 | GSG,IAU,IGOV,BIL |
| May, 2008 | 1.09% | 1.09% | $28,607 | $24,406 | GSG,IAU,IGOV,QQQM,VEA,VWO |
| Apr, 2008 | -0.45% | -0.45% | $28,298 | $24,143 | GSG,IAU,IGOV,VEA,VNQ,VWO |
| Mar, 2008 | -3.18% | -3.18% | $28,427 | $24,252 | GSG,IAU,IGOV,BIL |
| Feb, 2008 | 3.39% | 3.39% | $29,359 | $25,047 | GSG,IAU,IGOV,VWO,BIL |
| Jan, 2008 | -3.04% | -3.04% | $28,395 | $24,225 | GSG,IAU,IGOV,BIL |
| Dec, 2007 | 0.93% | -1.69% | $29,284 | $24,984 | GSG,IAU,IGOV,QQQM,VEA,VWO |
| Nov, 2007 | -4.97% | -4.97% | $29,014 | $25,414 | GSG,IAU,IGOV,QQQM,VEA,VWO |
| Oct, 2007 | 7.46% | 7.46% | $30,532 | $26,744 | GSG,IAU,QQQM,VBK,VEA,VWO |
| Sep, 2007 | 6.08% | 6.08% | $28,413 | $24,888 | GSG,IAU,QQQM,VBK,VEA,VWO |
| Aug, 2007 | 0.63% | 0.63% | $26,785 | $23,461 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Jul, 2007 | -0.83% | -0.83% | $26,617 | $23,315 | IAU,QQQM,SPMO,VBK,VEA,VWO |
| Jun, 2007 | 0.55% | 0.55% | $26,840 | $23,510 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| May, 2007 | 3.48% | 3.48% | $26,694 | $23,382 | QQQM,SPMO,VBK,VEA,VTV,VWO |
| Apr, 2007 | 2.94% | 2.94% | $25,797 | $22,597 | QQQM,VBK,VEA,VNQ,VTV,VWO |
| Mar, 2007 | 1.25% | 1.25% | $25,061 | $21,952 | VBK,VBR,VEA,VNQ,VTV,VWO |
| Feb, 2007 | -1.34% | -1.34% | $24,752 | $21,681 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Jan, 2007 | 2.30% | 2.30% | $25,087 | $21,975 | SPMO,VBR,VEA,VNQ,VTV,VWO |
| Dec, 2006 | 1.34% | -0.56% | $24,523 | $21,481 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Nov, 2006 | 4.08% | 4.08% | $24,200 | $21,602 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Oct, 2006 | 3.83% | 3.83% | $23,251 | $20,755 | SPMO,VBR,VEA,VNQ,VTV,VWO |
| Sep, 2006 | 0.07% | 0.07% | $22,392 | $19,988 | IAU,SPMO,VEA,VNQ,VTV,VWO |
| Aug, 2006 | 1.70% | 1.70% | $22,376 | $19,974 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Jul, 2006 | 1.88% | 1.88% | $22,001 | $19,640 | IAU,SPMO,VEA,VNQ,VTV,VWO |
| Jun, 2006 | -0.26% | -0.26% | $21,595 | $19,277 | IAU,VBR,VEA,VNQ,VTV,VWO |
| May, 2006 | -5.12% | -5.12% | $21,651 | $19,327 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Apr, 2006 | 3.96% | 3.96% | $22,819 | $20,369 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Mar, 2006 | 3.37% | 3.37% | $21,949 | $19,593 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Feb, 2006 | -0.40% | -0.40% | $21,233 | $18,954 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Jan, 2006 | 8.37% | 8.37% | $21,318 | $19,029 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Dec, 2005 | 2.82% | 0.82% | $19,671 | $17,560 | IAU,QQQM,VBK,VEA,VNQ,VWO |
| Nov, 2005 | 4.54% | 4.54% | $19,131 | $17,417 | IAU,QQQM,VBK,VEA,VNQ,VWO |
| Oct, 2005 | -4.16% | -4.16% | $18,301 | $16,661 | GSG,IAU,VBK,VEA,VNQ,VWO |
| Sep, 2005 | 3.30% | 3.30% | $19,095 | $17,384 | GSG,IAU,VBK,VEA,VNQ,VWO |
| Aug, 2005 | -0.64% | -0.64% | $18,485 | $16,829 | GSG,VBK,VBR,VEA,VNQ,VWO |
| Jul, 2005 | 4.87% | 4.87% | $18,604 | $16,937 | VBK,VBR,VEA,VNQ,VTV,VWO |
| Jun, 2005 | 2.87% | 2.87% | $17,739 | $16,149 | IAU,VBK,VBR,VEA,VNQ,VWO |
| May, 2005 | 1.74% | 1.74% | $17,245 | $15,699 | VBK,VBR,VEA,VNQ,VTV,VWO |
| Apr, 2005 | -2.21% | -2.21% | $16,949 | $15,430 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Mar, 2005 | -2.88% | -2.88% | $17,333 | $15,779 | GSG,IAU,VBR,VEA,VTV,VWO |
| Feb, 2005 | 4.33% | 4.33% | $17,846 | $16,247 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Jan, 2005 | -3.27% | -3.27% | $17,104 | $15,572 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Dec, 2004 | 3.00% | -2.62% | $17,683 | $16,098 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Nov, 2004 | 6.41% | 6.41% | $17,168 | $16,532 | IAU,VBR,VEA,VNQ,VTV,VWO |
| Oct, 2004 | 2.61% | 2.61% | $16,133 | $15,535 | GSG,IAU,VBR,VEA,VNQ,VWO |
| Sep, 2004 | 3.12% | 3.12% | $15,723 | $15,140 | GSG,IAU,VBR,VNQ,VTV,VWO |
| Aug, 2004 | 2.04% | 2.04% | $15,248 | $14,682 | GSG,VBR,VEA,VNQ,VTV,VWO |
| Jul, 2004 | -4.61% | -4.61% | $14,943 | $14,388 | GSG,SPMO,VBR,VEA,VNQ,VTV |
| Jun, 2004 | 1.37% | 1.37% | $15,665 | $15,084 | QQQM,SPMO,VBK,VBR,VEA,VTV |
| May, 2004 | 1.24% | 1.24% | $15,453 | $14,880 | GSG,VBK,VBR,VEA,VNQ,VWO |
| Apr, 2004 | -9.00% | -9.00% | $15,264 | $14,698 | GSG,VBK,VBR,VEA,VTV,VWO |
| Mar, 2004 | 1.78% | 1.78% | $16,773 | $16,151 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Feb, 2004 | 2.26% | 2.26% | $16,479 | $15,868 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Jan, 2004 | 1.05% | 1.05% | $16,115 | $15,518 | IAU,VBK,VBR,VEA,VNQ,VWO |
| Dec, 2003 | 3.92% | 1.71% | $15,948 | $15,357 | IAU,QQQM,VBK,VBR,VEA,VWO |
| Nov, 2003 | 3.80% | 3.80% | $15,346 | $15,099 | IAU,QQQM,VBK,VBR,VEA,VWO |
| Oct, 2003 | 7.61% | 7.61% | $14,784 | $14,546 | IAU,QQQM,VBK,VBR,VEA,VWO |
| Sep, 2003 | 0.46% | 0.46% | $13,739 | $13,517 | IAU,QQQM,VBK,VEA,VNQ,VWO |
| Aug, 2003 | 5.77% | 5.77% | $13,676 | $13,455 | IAU,QQQM,VBK,VBR,VNQ,VWO |
| Jul, 2003 | 4.35% | 4.35% | $12,929 | $12,721 | IAU,QQQM,VBK,VBR,VNQ,VWO |
| Jun, 2003 | 1.42% | 1.42% | $12,390 | $12,190 | IAU,QQQM,SPMO,VBK,VTV,VWO |
| May, 2003 | 6.24% | 6.24% | $12,216 | $12,019 | IAU,IGOV,QQQM,VBK,VNQ,VTV |
| Apr, 2003 | 2.27% | 2.27% | $11,498 | $11,313 | IGOV,QQQM,SPMO,VBK,VNQ,VTV |
| Mar, 2003 | -0.91% | -0.91% | $11,243 | $11,061 | IGOV,QQQM,VNQ,BIL |
| Feb, 2003 | -0.60% | -0.60% | $11,347 | $11,163 | IAU,IGOV,QQQM,BIL |
| Jan, 2003 | 0.62% | 0.62% | $11,415 | $11,230 | IAU,IGOV,BIL |
| Dec, 2002 | 0.43% | 0.32% | $11,345 | $11,161 | IAU,IGOV,BIL |
| Nov, 2002 | 0.09% | 0.09% | $11,296 | $11,126 | IGOV,BIL |
| Oct, 2002 | -0.01% | -0.01% | $11,286 | $11,116 | IGOV,BIL |
| Sep, 2002 | -0.65% | -0.65% | $11,287 | $11,117 | IGOV,BIL |
| Aug, 2002 | 0.38% | 0.38% | $11,361 | $11,190 | IAU,IGOV,VNQ,BIL |
| Jul, 2002 | -9.66% | -9.66% | $11,319 | $11,148 | IGOV,VNQ,BIL |
| Jun, 2002 | -5.17% | -5.17% | $12,529 | $12,340 | IAU,IGOV,VBR,VEA,VNQ,VWO |
| May, 2002 | 1.64% | 1.64% | $13,213 | $13,013 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Apr, 2002 | 2.18% | 2.18% | $12,999 | $12,803 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Mar, 2002 | 5.47% | 5.47% | $12,721 | $12,529 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Feb, 2002 | 1.70% | 1.70% | $12,062 | $11,880 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Jan, 2002 | 2.18% | 2.18% | $11,861 | $11,681 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Dec, 2001 | 3.31% | 2.26% | $11,607 | $11,432 | IAU,IGOV,VBK,VBR,VNQ,VWO |
| Nov, 2001 | 0.11% | 0.11% | $11,236 | $11,180 | IAU,IGOV,VBK,VBR,VNQ,BIL |
| Oct, 2001 | -0.39% | -0.39% | $11,223 | $11,167 | IAU,IGOV,BIL |
| Sep, 2001 | -2.64% | -2.64% | $11,267 | $11,211 | IAU,IGOV,VNQ,BIL |
| Aug, 2001 | 0.96% | 0.96% | $11,573 | $11,515 | IAU,IGOV,VBR,VNQ,BIL |
| Jul, 2001 | -1.68% | -1.68% | $11,462 | $11,405 | IAU,IGOV,VBK,VBR,VNQ,BIL |
| Jun, 2001 | 1.38% | 1.38% | $11,658 | $11,600 | IAU,IGOV,VBK,VBR,VNQ,BIL |
| May, 2001 | 2.28% | 2.28% | $11,499 | $11,442 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Apr, 2001 | 1.51% | 1.51% | $11,243 | $11,186 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Mar, 2001 | -3.12% | -3.12% | $11,076 | $11,020 | IGOV,VBR,VNQ,BIL |
| Feb, 2001 | -1.47% | -1.47% | $11,433 | $11,375 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Jan, 2001 | 2.34% | 2.34% | $11,603 | $11,545 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Dec, 2000 | 6.42% | 5.89% | $11,337 | $11,281 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Nov, 2000 | -3.62% | -3.62% | $10,653 | $10,653 | IAU,IGOV,VBR,VNQ,VTV,BIL |
| Oct, 2000 | -0.28% | -0.28% | $11,053 | $11,053 | IGOV,VBK,VBR,VNQ,VTV,BIL |
| Sep, 2000 | -3.09% | -3.09% | $11,084 | $11,084 | IGOV,VBK,VBR,VNQ,VTV,BIL |
| Aug, 2000 | 2.34% | 2.34% | $11,437 | $11,437 | QQQM,SPMO,VBK,VBR,VNQ,VTV |
| Jul, 2000 | -0.83% | -0.83% | $11,176 | $11,176 | IGOV,SPMO,VBR,VNQ,VTV,BIL |
| Jun, 2000 | 3.62% | 3.62% | $11,269 | $11,269 | QQQM,SPMO,VBK,VBR,VEA,VNQ |
| May, 2000 | -4.52% | -4.52% | $10,876 | $10,876 | QQQM,SPMO,VBK,VBR,VNQ,VTV |
| Apr, 2000 | -5.46% | -5.46% | $11,391 | $11,391 | QQQM,SPMO,VBK,VBR,VEA,VWO |
| Mar, 2000 | 0.63% | 0.63% | $12,049 | $12,049 | QQQM,SPMO,VBK,VBR,VEA,VWO |
| Feb, 2000 | 3.74% | 3.74% | $11,973 | $11,973 | IGOV,SPMO,VBK,VBR,VEA,VWO |
| Jan, 2000 | -4.89% | -4.89% | $11,541 | $11,541 | IAU,IGOV,SPMO,VBK,VEA,VWO |
| Dec, 1999 | 9.14% | 9.14% | $12,134 | $12,134 | IAU,SPMO,VBK,VEA,VTV,VWO |
| Nov, 1999 | 3.81% | 3.81% | $11,118 | $11,118 | IAU,SPMO,VBK,VEA,VTV,VWO |
| Oct, 1999 | -0.31% | -0.31% | $10,710 | $10,710 | IAU,SPMO,VBK,VEA,VTV,VWO |
| Sep, 1999 | 1.69% | 1.69% | $10,743 | $10,743 | IAU,IGOV,VBK,VBR,VEA,VWO |
| Aug, 1999 | -1.96% | -1.96% | $10,565 | $10,565 | IAU,SPMO,VBR,VEA,VTV,VWO |
| Jul, 1999 | -1.73% | -1.73% | $10,776 | $10,776 | SPMO,VBK,VBR,VEA,VTV,VWO |
| Jun, 1999 | 5.62% | 5.62% | $10,966 | $10,966 | IAU,SPMO,VBR,VEA,VTV,VWO |
| May, 1999 | -4.41% | -4.41% | $10,382 | $10,382 | SPMO,VBK,VBR,VEA,VTV,VWO |
| Apr, 1999 | 5.76% | 5.76% | $10,862 | $10,862 | IAU,IGOV,SPMO,VEA,VTV,VWO |
| Mar, 1999 | 4.11% | 4.11% | $10,271 | $10,271 | IGOV,SPMO,VEA,VTV,VWO,BIL |
| Feb, 1999 | -1.47% | -1.47% | $9,865 | $9,865 | IGOV,SPMO,VEA,VTV,VWO,BIL |
| Jan, 1999 | 0.00% | 0.00% | $10,012 | $10,012 | IGOV,SPMO,VEA,VTV,BIL |
📝 Methodology: All returns calculated with lot-level FIFO accounting.
- Short-term capital gains (≤ 1 year): 40.8% tax rate
- Long-term capital gains (> 1 year): 23.8% tax rate
- Tax loss carryover across years
- Year-end tax payments with position liquidation if needed
- Annual returns show within-year performance (Jan-Dec)