| 1 Month | 3 Months | 6 Months | Year to Date | 1 Year | 5 years /
Since
inception* | Inception date |
Target Portfolios, using models by Franklin Templeton | | | | | | | |
Equity-FT | 3.18% | 7.25% | - | ** | - | 11.51%* | 31-May-25 |
FixedIncome-FT | 1.18% | 2.29% | - | ** | - | 3.58%* | 31-May-25 |
Target2028-FT | 1.87% | 3.97% | - | ** | - | 6.2%* | 31-May-25 |
Target2030-FT | 2.32% | 5.08% | - | ** | - | 7.98%* | 31-May-25 |
Target2033-FT | 2.74% | 6.15% | - | ** | - | 8.3%* | 31-May-25 |
Target2035-FT | 2.97% | 6.71% | - | ** | - | 10.62%* | 31-May-25 |
Franklin Moderate Allocation Fund (Benchmark) | 2.68% | 5.12% | 12.48% | 12.26% | 10.64% | 45.26% | |
Core using models by BlackRock | | | | | | | |
Core-Income | 0.63% | 1.73% | 3.42% | 4.53% | 8.27% | 12.69%* | 31-Dec-23 |
Core-Stability | 1.88% | 3.66% | 6.04% | 7.23% | 7.30% | 16.32%* | 31-Dec-23 |
Core-Moderate | 2.27% | 4.73% | 9.60% | 8.96% | 10.89% | 25.72%* | 31-Dec-23 |
Core-Dynamic | 3.04% | 6.89% | 15.30% | 13.16% | 16.51% | 35.17%* | 31-Dec-23 |
Core-Equity | 3.39% | 7.81% | 17.91% | 13.65% | 18.19% | 39.53%* | 31-Dec-23 |
BlackRock 60/40 Target Allocation Fund | 2.95% | 5.82% | 14.38% | 13.62% | 11.98% | 51.60% | |
Traditional | | | | | | | |
Buybacks | 4.47% | 4.32% | 19.14% | 9.98% | 13.48% | 29.69%* | 29-Jan-24 |
FashionPortfolio | 3.81% | 10.46% | 16.16% | -0.77% | 0.86% | 67.99% | 6-Mar-20 |
FemaleLeadership | 2.88% | 6.31% | 14.96% | 9.23% | -2.92% | -6.89%* | 1-Feb-22 |
FoodDrink | -3.70% | -5.17% | -4.69% | -4.88% | -8.87% | 24.13% | 8-Jul-16 |
Founder-Led | 14.24% | 26.76% | 66.69% | 62.18% | - | 52.25%* | 30-Nov-24 |
Global-Edge | 1.74% | 3.79% | 4.53% | 5.45% | 4.83% | 4.83%* | 30-Sep-24 |
Global-EdgePro | 1.95% | 3.96% | 6.65% | 7.08% | 8.48% | 8.48%* | 30-Sep-24 |
GlobalLogistics | -0.28% | 4.79% | 9.37% | 1.75% | -8.22% | 25.57%* | 1-Jun-22 |
InsuranceWorld | -0.20% | 2.09% | 3.06% | 13.19% | 9.01% | 54.16%* | 31-Mar-23 |
LuxuryBrands | -2.39% | 8.53% | 17.88% | 7.41% | 9.19% | 31.2%* | 31-Jan-22 |
MadeInAmerica | 0.77% | 6.92% | - | ** | - | 23.02%* | 31-Mar-25 |
PanicMode (CFD) | 0.42% | -3.77% | -10.40% | -6.61% | -5.94% | -47.28% | 8-Jul-16 |
RenewableEnergy | 0.00% | 0.00% | 5.14% | -2.64% | -19.56% | -28.91% | 31-Jul-18 |
TheBigBanks | 1.99% | 7.67% | 24.76% | 39.53% | 49.11% | 211.24% | 8-Jul-16 |
TravelKit | -3.04% | 6.34% | 20.02% | 8.87% | 16.94% | 55.64% | 8-Jul-16 |
Utilities | 3.22% | 4.73% | 6.90% | 18.01% | 14.38% | 65.31%* | 19-Apr-21 |
S&P 500 Index (Benchmark) | 3.53% | 7.79% | 19.18% | 13.72% | 16.07% | 98.88% | |
Tech | | | | | | | |
5GRevolution | 7.43% | 12.71% | 34.51% | 31.85% | 36.98% | 89.77% | 3-Sep-19 |
Ad-Tech | 6.48% | 6.90% | 20.15% | 12.08% | 18.26% | 16.3%* | 15-Sep-21 |
AI-Edge | 4.60% | 5.85% | 18.58% | ** | - | 12.61%* | 28-Feb-25 |
AI-Revolution | 8.32% | 9.86% | 36.18% | 25.14% | 40.72% | 138.84%* | 30-Jan-23 |
BatteryTech | 10.90% | 34.97% | 46.88% | 37.32% | 29.19% | 2.83%* | 28-Feb-22 |
BigTech | 10.31% | 14.47% | 44.81% | 31.86% | 43.91% | 182.05% | 8-Jul-16 |
ChinaTech | 8.46% | 20.16% | 17.71% | 35.86% | 36.80% | 59.61% | 18-May-20 |
Chip-Tech | 11.62% | 18.04% | 47.58% | 27.23% | 24.44% | 59.22%* | 10-Jun-21 |
CloudComputing | 5.68% | 6.63% | 34.32% | 22.99% | 44.10% | 55.36% | 31-Jul-20 |
CyberSecurity | 1.44% | -2.03% | 14.93% | 8.17% | 18.64% | 70.21% | 31-Jul-18 |
Driverless | 6.52% | 17.76% | 34.74% | 25.96% | 24.33% | 56.55% | 1-Aug-18 |
DroneTech | 5.75% | 9.18% | 31.83% | 34.07% | 37.36% | 171.89% | 31-Jul-18 |
EuropeTech | 7.40% | 4.86% | 22.74% | 25.52% | 24.61% | 57.71%* | 31-Oct-23 |
Fin-Tech | -0.01% | 2.17% | 26.05% | 19.07% | 34.81% | 120.79%* | 1-May-23 |
FoodTech | -2.99% | -6.67% | -5.02% | -3.44% | -8.65% | 8.66% | 31-Oct-19 |
Four-Horsemen | 7.66% | 18.97% | 43.92% | 22.43% | 31.82% | 148.59% | 21-Feb-17 |
FuturePayments | -4.22% | -3.98% | 13.77% | -0.61% | 29.01% | 59.24% | 31-Jul-18 |
GigEconomy | 4.45% | 6.26% | 21.44% | 22.98% | 28.19% | 19.9%* | 30-Nov-20 |
InTheGame | 11.92% | 22.42% | 52.22% | 45.55% | 56.73% | 202.27% | 8-Jul-16 |
Magnificent-7 | 6.56% | 15.12% | 38.84% | 18.08% | 30.26% | 83.45%* | 30-Nov-23 |
MobilePayments | -8.12% | -11.27% | 7.06% | -4.63% | 2.01% | 25.64% | 3-Jan-17 |
RemoteWork | 3.59% | 1.04% | 24.06% | 9.92% | 30.25% | 1.8%* | 12-Oct-20 |
ShoppingCart | 4.89% | 12.63% | 26.12% | 24.90% | 30.55% | 43.00% | 5-Dec-19 |
SpaceTech | 7.59% | 12.61% | 42.73% | 30.50% | 41.72% | 89.27%* | 29-Sep-23 |
StartupNations | 0.26% | -6.08% | 10.40% | -1.92% | 7.19% | -42.9%* | 24-Dec-21 |
Tactical-Edge | 3.33% | 5.04% | 12.79% | 11.23% | 14.10% | 17.99%* | 1-May-24 |
Nasdaq-100 Index (Benchmark) | 5.40% | 8.82% | 28.02% | 17.46% | 23.03% | 116.15% | |
Health | | | | | | | |
Cancer-Med | 6.00% | 14.23% | 14.09% | 14.63% | 8.10% | 33.99%* | 28-Feb-22 |
CannabisCare | 1.08% | 33.12% | 33.03% | 15.68% | -6.54% | -69.19% | 29-Jun-18 |
CRISPR-Tech | 13.54% | 21.90% | 24.80% | 24.16% | 26.84% | 22.85% | 20-Jan-17 |
Diabetes-Med | -0.55% | 3.63% | -0.92% | -0.12% | -4.43% | 56.87% | 18-Nov-19 |
Vaccine-Med | 6.49% | 15.13% | 19.74% | -0.76% | -15.71% | -51.68%* | 30-Nov-20 |
MSCI World Health Care Index (Benchmark) | 0.84% | 2.66% | -1.89% | 2.60% | -9.29% | 23.51% | |
Regional | | | | | | | |
AsianDragons | 4.71% | 15.06% | 35.11% | 38.81% | 35.17% | 33.86%* | 19-Apr-21 |
AussieEconomy | 1.01% | 7.25% | 14.57% | 13.47% | 9.09% | 34.24%* | 31-Aug-22 |
ChinaCar | 3.22% | 21.29% | 23.61% | 32.32% | 25.73% | 33.20% | 31-Jul-20 |
EmergingNations | 8.00% | 15.58% | 32.36% | 41.13% | 28.34% | 48.32%* | 29-Sep-23 |
EuropeDefense | 12.32% | 9.05% | - | ** | - | 44.5%* | 31-Mar-25 |
EuropeEconomy | 1.62% | 3.02% | 14.79% | 26.62% | 23.50% | 61.47%* | 29-Sep-21 |
Granolas | 1.99% | 0.73% | 5.06% | 8.98% | -7.76% | -9.21%* | 11-Mar-24 |
Italian-Heritage | 2.52% | 9.20% | 24.45% | 43.73% | 47.92% | 98.99%* | 1-May-23 |
LatamEconomy | 1.83% | 3.44% | 19.28% | 25.34% | 13.40% | 31.86%* | 15-Sep-21 |
NordicEconomy | 1.35% | 7.23% | 20.39% | 22.56% | 19.87% | 28.66%* | 1-Apr-22 |
MSCI World Index (Benchmark) | 3.09% | 6.96% | 18.69% | 16.15% | 15.68% | 81.93% | |
Web3 | | | | | | | |
BitcoinWorldWide | 15.60% | 25.77% | 60.59% | 39.46% | 72.74% | 120.15%* | 29-Mar-21 |
Crypto-Currency | 3.20% | 15.02% | 50.06% | 23.72% | 77.50% | 920.82% | 6-Apr-17 |
CryptoEqual | 0.03% | 29.78% | 45.82% | 0.66% | 64.17% | 305.54% | 31-Jul-17 |
CryptoPortfolio | 3.53% | 21.82% | 48.59% | 18.15% | 78.80% | 624.15% | 5-Jun-17 |
CryptoSecondBest | 1.72% | 29.92% | 37.34% | -4.01% | 70.52% | 174.22% | 31-Jul-17 |
DeFiPortfolio | -5.77% | 29.53% | 60.75% | -10.44% | 38.18% | 17.33%* | 16-Jul-21 |
MetaverseLife | 9.15% | 18.06% | 35.83% | 20.54% | 48.81% | -17.78%* | 16-Dec-21 |
Scalable-Crypto | -2.53% | 20.40% | 16.25% | -23.39% | 14.66% | -29.48%* | 28-Feb-22 |
Web3Applications | 1.89% | 13.14% | 24.09% | -10.06% | -0.74% | 19.21%* | 28-Feb-23 |
S&P Cryptocurrency Broad Digital Market Index (USD) (Benchmark) | 3.54% | 16.22% | 46.84% | 15.49% | 63.47% | 708.31% | |
Alternative | | | | | | | |
AgriWorldWide | -2.43% | 0.82% | 5.43% | 6.16% | -2.20% | 8.18%* | 31-May-23 |
DividendGrowth | 0.24% | 4.26% | 3.71% | 5.91% | -3.33% | 47.60% | 6-Feb-20 |
GoldenEnergy (CFD) | 8.90% | 17.19% | 19.77% | 31.40% | 23.63% | 56.47% | 15-Apr-16 |
GoldWorldWide | 20.50% | 44.97% | 64.76% | 114.24% | 91.33% | 161.43%* | 30-Nov-20 |
NuclearFuture | 7.38% | - | - | ** | - | 5.88%* | 30-Jun-25 |
OilWorldWide (CFD) | -0.05% | 6.40% | 0.69% | 7.25% | 7.62% | 149.09% | 23-Apr-20 |
Private-Equity | -3.01% | 1.43% | 9.89% | -1.56% | 3.96% | 93.41%* | 1-Jul-22 |
RealEstateTrusts | -0.27% | 2.25% | 0.10% | 1.47% | -5.56% | 6.55%* | 1-Jul-22 |
YieldGrowth (CFD) | 0.59% | 1.56% | 3.09% | 5.27% | 3.76% | 11.35%* | 31-May-23 |
Bloomberg Commodity Index (Benchmark) | 1.79% | 2.56% | -1.67% | 5.94% | 4.27% | 47.67% | |
Systematic | | | | | | | |
ActiveTraders (CFD) | 4.48% | 13.76% | 5.95% | 2.98% | 11.82% | 61.43% | 7-Jun-16 |
GainersQtr (CFD) | 4.72% | 9.43% | 8.94% | 4.22% | 9.90% | 47.88% | 31-Mar-16 |
SharpTraders (CFD) | 4.62% | 11.91% | 11.77% | 4.35% | 13.27% | 57.59% | 29-Sep-16 |
MSCI World Index (Benchmark) | 3.09% | 6.96% | 18.69% | 16.15% | 15.68% | 81.93% | |
Guru | | | | | | | |
BillAckman13F | 3.81% | 6.48% | 14.85% | 4.22% | 5.76% | 25.27%* | 31-Jul-23 |
BillGates13F | 0.76% | 1.59% | 10.55% | 13.03% | 8.76% | 32.84%* | 31-Jul-23 |
EWachenheim-CF | -1.34% | 15.47% | 23.91% | 16.97% | 2.87% | 119.22% | 24-Jan-17 |
StanleyDruck13F | 4.70% | 6.76% | 30.10% | 22.50% | 28.54% | 115.12%* | 31-Jul-23 |
ValueGurus | 0.81% | 5.70% | 6.85% | 6.92% | 5.16% | 80%* | 30-Dec-22 |
WarrenBuffet-CF | 1.00% | 7.09% | 8.08% | 6.20% | 9.61% | 98.03% | 9-Jan-17 |
S&P 500 Index (Benchmark) | 3.53% | 7.79% | 19.18% | 13.72% | 16.07% | 98.88% | |
Partner | | | | | | | |
21Shares-Flows | 2.09% | 51.79% | 74.94% | 39.05% | 106.10% | 59.18%* | 31-Jan-24 |
ALTIA-Investment | 9.47% | 9.43% | 30.34% | 26.67% | 26.57% | 94.37% | 21-Mar-18 |
ARK-FutureFirst | 3.66% | 6.24% | 29.16% | 21.80% | 24.62% | 43.89%* | 4-Aug-24 |
Congress-Buys | 6.04% | -1.58% | 21.08% | 15.44% | 20.33% | 31.63%* | 31-May-24 |
Cutting-Edge | -0.81% | 1.90% | 5.21% | 3.35% | 2.47% | 24.47%* | 30-Nov-23 |
DayByDayEquities | 1.85% | 1.33% | 9.77% | 21.38% | 16.24% | 37.51%* | 30-Nov-21 |
DC-Insider | 4.10% | 6.39% | 18.06% | 17.01% | 15.72% | 36.14%* | 31-May-24 |
II-Disruptive | 3.77% | 3.80% | 25.17% | 17.40% | 22.33% | 86.89% | 24-Oct-19 |
II-ETF-Portfolio | 2.46% | 4.74% | 14.10% | 15.05% | 10.27% | 31.43% | 25-Oct-19 |
II-Quality | 1.50% | 2.11% | 4.14% | 7.69% | 4.21% | 50.67% | 25-Oct-19 |
Lobby-Spending | 6.39% | 14.99% | 19.74% | 25.39% | 34.75% | 38.69%* | 31-May-24 |
MidCapDiverse | 1.10% | 3.74% | - | ** | - | 17.37%* | 30-Apr-25 |
Napoleon-X | 1.91% | 21.89% | 54.72% | 26.95% | 87.33% | 1477.88% | 27-Feb-19 |
NDI-FutureTech | 14.38% | 20.84% | 61.09% | 46.35% | 64.77% | 121.85%* | 30-Nov-23 |
Sharia-AIGrowth | 4.22% | 9.33% | 23.24% | 15.97% | 22.04% | 46.85%* | 31-Jan-24 |
The-Chameleon | 4.85% | 8.49% | 14.02% | 14.00% | 24.19% | 47.33%* | 30-Nov-23 |
U-optimize (CFD) | -0.46% | 1.27% | 3.32% | 1.38% | 2.89% | 56.83% | 22-Nov-19 |
WisdomTree-Comm | 4.01% | 5.77% | 4.83% | 11.73% | - | 9.4%* | 31-Oct-24 |
YieldKing | 2.42% | 10.33% | 15.90% | 17.70% | 17.31% | 114.68% | 13-Nov-17 |
S&P 500 Index (Benchmark) | 3.53% | 7.79% | 19.18% | 13.72% | 16.07% | 98.88% | |
Alpha | | | | | | | |
Momentum-LS (CFD) | 5.53% | 8.52% | 14.07% | 16.76% | 21.26% | 54.72%* | 31-Mar-23 |
NasdaqAI-Inverse (CFD) | -3.24% | -12.06% | -26.81% | -23.96% | -24.68% | -32.39%* | 25-Mar-24 |
OutSmartNSDQ (CFD) | 6.82% | 9.14% | 25.99% | 17.23% | 29.37% | 62.15% | 2-Oct-17 |
PureMomentum | 6.77% | 10.85% | 24.01% | ** | - | 19.84%* | 5-Mar-25 |
SectorGurus (CFD) | -2.08% | -2.60% | -3.00% | ** | - | -4.63%* | 28-Feb-25 |
SectorGurus-X2 (CFD) | -2.79% | -3.80% | -4.26% | -19.01% | - | -20.8%* | 30-Nov-24 |
SectorNeutral (CFD) | -2.32% | -2.78% | -1.19% | -2.60% | 1.77% | 6.12%* | 29-Feb-24 |
SectorNeutral-X2 (CFD) | -4.12% | -4.93% | -3.67% | -7.54% | - | -9.03%* | 20-Nov-24 |
S&P 500 Index (Benchmark) | 3.53% | 7.79% | 19.18% | 13.72% | 16.07% | 98.88% | |