| 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 | 2.09% | 8.07% | - | ** | - | 8.07%* | 31-May-25 |
FixedIncome-FT | 0.74% | 2.37% | - | ** | - | 2.37%* | 31-May-25 |
Target2028-FT | 1.20% | 4.25% | - | ** | - | 4.25%* | 31-May-25 |
Target2030-FT | 1.50% | 5.54% | - | ** | - | 5.54%* | 31-May-25 |
Target2033-FT | 1.80% | 5.40% | - | ** | - | 5.4%* | 31-May-25 |
Target2035-FT | 1.94% | 7.43% | - | ** | - | 7.43%* | 31-May-25 |
Franklin Moderate Allocation Fund (Benchmark) | 1.92% | 5.77% | 6.66% | 9.42% | 9.50% | 39.04% | |
Core using models by BlackRock | | | | | | | |
Core-Income | 0.71% | 2.05% | 2.05% | 3.88% | 8.12% | 11.99%* | 31-Dec-23 |
Core-Stability | 1.17% | 3.53% | 2.50% | 5.25% | 6.58% | 14.17%* | 31-Dec-23 |
Core-Moderate | 1.27% | 4.93% | 4.41% | 6.53% | 10.24% | 22.93%* | 31-Dec-23 |
Core-Dynamic | 1.28% | 7.10% | 8.07% | 9.83% | 15.44% | 31.19%* | 31-Dec-23 |
Core-Equity | 1.24% | 8.04% | 8.85% | 9.92% | 16.97% | 34.96%* | 31-Dec-23 |
BlackRock 60/40 Target Allocation Fund | 1.96% | 6.54% | 7.65% | 10.37% | 10.29% | 44.43% | |
Traditional | | | | | | | |
Buybacks | 2.11% | 4.84% | 4.44% | 5.28% | 8.60% | 24.14%* | 29-Jan-24 |
FashionPortfolio | 3.57% | 3.44% | -1.27% | -4.42% | 2.07% | 65.90% | 6-Mar-20 |
FemaleLeadership | 0.51% | 5.49% | 4.81% | 6.17% | -5.77% | -9.5%* | 1-Feb-22 |
FoodDrink | 0.36% | -2.34% | -3.80% | -1.23% | -3.57% | 28.56% | 8-Jul-16 |
Founder-Led | 5.68% | 23.54% | 30.33% | 41.97% | - | 33.28%* | 30-Nov-24 |
Global-Edge | 1.39% | 2.89% | 1.43% | 3.65% | - | 3.03%* | 30-Sep-24 |
Global-EdgePro | 0.73% | 3.02% | 3.44% | 5.04% | - | 6.41%* | 30-Sep-24 |
GlobalLogistics | 3.48% | 7.90% | 4.62% | 2.03% | -5.98% | 25.93%* | 1-Jun-22 |
InsuranceWorld | 4.09% | 4.40% | 6.19% | 13.41% | 13.97% | 54.47%* | 31-Mar-23 |
LuxuryBrands | 5.49% | 13.47% | 5.68% | 10.04% | 17.66% | 34.42%* | 31-Jan-22 |
MadeInAmerica | 2.07% | 12.14% | - | ** | - | 22.08%* | 31-Mar-25 |
PanicMode (CFD) | -2.90% | -7.34% | -6.69% | -7.00% | -6.81% | -49.02% | 8-Jul-16 |
RenewableEnergy | 0.00% | -2.05% | 1.84% | -2.64% | -16.42% | -24.84% | 31-Jul-18 |
TheBigBanks | 1.93% | 11.75% | 21.47% | 36.80% | 49.17% | 186.26% | 8-Jul-16 |
TravelKit | 7.35% | 13.92% | 11.68% | 12.29% | 30.96% | 51.73% | 8-Jul-16 |
Utilities | -1.14% | 1.61% | 7.01% | 14.32% | 15.35% | 60.15%* | 19-Apr-21 |
S&P 500 Index (Benchmark) | 1.91% | 9.28% | 8.49% | 9.84% | 14.37% | 84.56% | |
Tech | | | | | | | |
5GRevolution | 3.78% | 16.03% | 19.44% | 22.73% | 33.67% | 72.79% | 3-Sep-19 |
Ad-Tech | 2.64% | 5.38% | 2.28% | 5.26% | 16.07% | 9.22%* | 15-Sep-21 |
AI-Edge | 0.06% | 5.35% | 7.66% | ** | - | 7.66%* | 28-Feb-25 |
AI-Revolution | -0.56% | 8.91% | 12.66% | 15.53% | 37.27% | 120.5%* | 30-Jan-23 |
BatteryTech | 7.97% | 28.88% | 24.69% | 23.82% | 25.87% | -7.28%* | 28-Feb-22 |
BigTech | 1.39% | 15.43% | 20.32% | 19.53% | 37.23% | 140.95% | 8-Jul-16 |
ChinaTech | 6.10% | 20.33% | 5.63% | 25.27% | 54.53% | 40.57% | 18-May-20 |
Chip-Tech | 3.76% | 24.63% | 18.48% | 13.99% | 10.31% | 42.64%* | 10-Jun-21 |
CloudComputing | 0.73% | 7.60% | 11.22% | 16.37% | 36.75% | 41.11% | 31-Jul-20 |
CyberSecurity | 0.31% | 1.94% | 1.91% | 6.64% | 18.69% | 60.68% | 31-Jul-18 |
Driverless | 5.39% | 17.66% | 20.45% | 18.26% | 25.29% | 44.66% | 1-Aug-18 |
DroneTech | 0.75% | 13.26% | 21.79% | 26.78% | 32.08% | 148.28% | 31-Jul-18 |
EuropeTech | 2.40% | 3.40% | 5.37% | 16.87% | 16.94% | 46.85%* | 31-Oct-23 |
Fin-Tech | 4.16% | 12.64% | 19.03% | 19.08% | 39.43% | 120.81%* | 1-May-23 |
FoodTech | -1.46% | -4.03% | -4.19% | -0.46% | -1.91% | 12.94% | 31-Oct-19 |
Four-Horsemen | 2.44% | 19.44% | 21.72% | 13.71% | 24.91% | 110.23% | 21-Feb-17 |
FuturePayments | 0.16% | 7.04% | 7.26% | 3.77% | 38.32% | 57.85% | 31-Jul-18 |
GigEconomy | 1.78% | 7.83% | 8.31% | 17.73% | 34.92% | 14.79%* | 30-Nov-20 |
InTheGame | 4.77% | 21.62% | 26.09% | 30.05% | 51.36% | 167.58% | 8-Jul-16 |
Magnificent-7 | 2.19% | 16.37% | 17.45% | 10.81% | 26.99% | 72.15%* | 30-Nov-23 |
MobilePayments | 0.58% | 5.20% | 5.10% | 3.80% | 14.68% | 35.48% | 3-Jan-17 |
RemoteWork | -0.69% | 4.05% | 3.20% | 6.11% | 25.33% | -1.73%* | 12-Oct-20 |
ShoppingCart | 4.27% | 9.16% | 11.36% | 19.07% | 40.77% | 26.22% | 5-Dec-19 |
SpaceTech | 0.03% | 19.03% | 23.47% | 21.30% | 35.41% | 75.92%* | 29-Sep-23 |
StartupNations | -0.31% | -3.83% | -0.86% | -2.17% | 11.70% | -43.05%* | 24-Dec-21 |
Tactical-Edge | 0.76% | 5.09% | 7.10% | 7.64% | 12.41% | 14.18%* | 1-May-24 |
Nasdaq-100 Index (Benchmark) | 0.85% | 9.72% | 12.12% | 11.44% | 19.62% | 93.34% | |
Health | | | | | | | |
Cancer-Med | 5.89% | 12.59% | 2.76% | 8.14% | -0.45% | 26.4%* | 28-Feb-22 |
CannabisCare | 23.43% | 29.75% | 19.42% | 14.44% | -4.99% | -75.83% | 29-Jun-18 |
CRISPR-Tech | 4.11% | 14.76% | 1.24% | 9.35% | 6.92% | 1.11% | 20-Jan-17 |
Diabetes-Med | 6.84% | 3.62% | -5.73% | 0.43% | -5.59% | 57.69% | 18-Nov-19 |
Vaccine-Med | 5.23% | 11.60% | -3.55% | -6.81% | -17.40% | -54.63%* | 30-Nov-20 |
MSCI World Health Care Index (Benchmark) | 5.02% | 3.18% | -5.24% | 1.75% | -12.82% | 20.66% | |
Regional | | | | | | | |
AsianDragons | 5.84% | 15.56% | 26.49% | 32.56% | 38.90% | 27.84%* | 19-Apr-21 |
AussieEconomy | 5.47% | 6.23% | 10.68% | 12.33% | 14.22% | 32.89%* | 31-Aug-22 |
ChinaCar | 11.86% | 15.89% | 13.43% | 28.18% | 42.22% | 42.11% | 31-Jul-20 |
EmergingNations | 6.99% | 12.56% | 27.56% | 30.67% | 19.49% | 37.34%* | 29-Sep-23 |
EuropeDefense | 1.64% | 2.18% | - | ** | - | 28.65%* | 31-Mar-25 |
EuropeEconomy | 2.56% | 4.91% | 10.29% | 24.60% | 20.59% | 58.89%* | 29-Sep-21 |
Granolas | 6.37% | -1.25% | -2.43% | 6.86% | -14.43% | -10.98%* | 11-Mar-24 |
Italian-Heritage | 4.85% | 7.61% | 24.85% | 40.20% | 42.37% | 94.1%* | 1-May-23 |
LatamEconomy | 5.54% | 6.56% | 17.83% | 23.08% | 11.09% | 29.49%* | 15-Sep-21 |
NordicEconomy | 5.91% | 8.63% | 12.65% | 20.94% | 19.54% | 26.95%* | 1-Apr-22 |
MSCI World Index (Benchmark) | 2.49% | 8.13% | 9.79% | 12.67% | 14.11% | 70.14% | |
Web3 | | | | | | | |
BitcoinWorldWide | 2.74% | 19.21% | 27.00% | 20.64% | 54.94% | 90.45%* | 29-Mar-21 |
Crypto-Currency | -2.38% | 14.09% | 39.15% | 19.88% | 82.66% | 796.55% | 6-Apr-17 |
CryptoEqual | 5.86% | 29.26% | 28.41% | 0.63% | 76.46% | 238.14% | 31-Jul-17 |
CryptoPortfolio | -0.17% | 19.07% | 34.66% | 14.12% | 84.68% | 497.21% | 5-Jun-17 |
CryptoSecondBest | 2.68% | 25.00% | 26.58% | -5.64% | 81.94% | 148.87% | 31-Jul-17 |
DeFiPortfolio | 11.51% | 41.68% | 41.66% | -4.95% | 56.79% | 24.51%* | 16-Jul-21 |
MetaverseLife | 3.02% | 15.19% | 11.72% | 10.43% | 48.47% | -24.67%* | 16-Dec-21 |
Scalable-Crypto | 2.25% | 13.95% | 2.94% | -21.40% | 45.31% | -27.65%* | 28-Feb-22 |
Web3Applications | 4.35% | 9.32% | 6.51% | -11.73% | 4.96% | 17%* | 28-Feb-23 |
S&P Cryptocurrency Broad Digital Market Index (USD) (Benchmark) | -2.21% | 13.80% | 33.88% | 11.54% | 71.29% | 581.99% | |
Alternative | | | | | | | |
AgriWorldWide | 1.90% | 6.13% | 5.54% | 8.80% | 4.82% | 10.87%* | 31-May-23 |
DividendGrowth | 3.19% | 5.40% | 1.65% | 5.65% | -2.19% | 47.56% | 6-Feb-20 |
GoldenEnergy (CFD) | 5.72% | 14.91% | 14.92% | 20.66% | 16.63% | 28.35% | 15-Apr-16 |
GoldWorldWide | 21.18% | 28.54% | 57.09% | 77.79% | 64.57% | 116.95%* | 30-Nov-20 |
NuclearFuture | -1.39% | - | - | - | - | -1.39%* | 30-Jun-25 |
OilWorldWide (CFD) | 1.83% | 11.15% | 4.10% | 7.30% | 2.94% | 125.74% | 23-Apr-20 |
Private-Equity | 0.18% | 9.30% | 1.21% | 1.49% | 13.39% | 99.41%* | 1-Jul-22 |
RealEstateTrusts | 3.50% | 2.16% | -2.29% | 1.74% | -3.13% | 6.83%* | 1-Jul-22 |
YieldGrowth (CFD) | 1.01% | 2.14% | 2.42% | 4.65% | 4.29% | 10.7%* | 31-May-23 |
Bloomberg Commodity Index (Benchmark) | 1.58% | 2.80% | 0.04% | 4.08% | 6.97% | 40.20% | |
Systematic | | | | | | | |
ActiveTraders (CFD) | 2.93% | 9.27% | -2.25% | -1.43% | 9.01% | 49.59% | 7-Jun-16 |
GainersQtr (CFD) | 2.58% | 4.87% | -0.65% | -0.47% | 6.03% | 40.38% | 31-Mar-16 |
SharpTraders (CFD) | 3.14% | 7.34% | 1.74% | -0.26% | 9.20% | 45.61% | 29-Sep-16 |
MSCI World Index (Benchmark) | 2.49% | 8.13% | 9.79% | 12.67% | 14.11% | 70.14% | |
Guru | | | | | | | |
BillAckman13F | 3.31% | 6.63% | 0.69% | 0.40% | 5.36% | 20.67%* | 31-Jul-23 |
BillGates13F | -0.55% | 2.39% | 7.48% | 12.18% | 8.63% | 31.84%* | 31-Jul-23 |
EWachenheim-CF | 11.94% | 26.31% | 18.72% | 18.56% | 6.67% | 127.70% | 24-Jan-17 |
StanleyDruck13F | 4.62% | 8.96% | 13.79% | 17.01% | 32.44% | 105.47%* | 31-Jul-23 |
ValueGurus | 4.34% | 7.13% | 1.59% | 6.06% | 7.53% | 78.55%* | 30-Dec-22 |
WarrenBuffet-CF | 6.59% | 9.97% | 1.86% | 5.15% | 8.88% | 82.72% | 9-Jan-17 |
S&P 500 Index (Benchmark) | 1.91% | 9.28% | 8.49% | 9.84% | 14.37% | 84.56% | |
Partner | | | | | | | |
21Shares-Flows | 8.79% | 41.34% | 56.37% | 36.21% | 164.70% | 55.93%* | 31-Jan-24 |
ALTIA-Investment | 0.36% | 5.40% | 12.08% | 15.72% | 16.34% | 76.35% | 21-Mar-18 |
ARK-FutureFirst | 0.57% | 11.51% | 15.73% | 17.51% | 24.94% | 38.81%* | 4-Aug-24 |
Congress-Buys | 0.54% | -3.39% | 5.09% | 8.86% | 13.97% | 24.12%* | 31-May-24 |
Cutting-Edge | 0.94% | 3.28% | 3.66% | 4.20% | 4.48% | 25.49%* | 30-Nov-23 |
DayByDayEquities | 1.03% | 2.06% | 8.74% | 19.17% | 14.91% | 35.01%* | 30-Nov-21 |
DC-Insider | 1.74% | 9.47% | 10.19% | 12.40% | 15.89% | 30.78%* | 31-May-24 |
II-Disruptive | -0.23% | 6.42% | 11.74% | 13.13% | 19.30% | 73.61% | 24-Oct-19 |
II-ETF-Portfolio | 2.16% | 5.67% | 9.53% | 12.29% | 10.07% | 28.01% | 25-Oct-19 |
II-Quality | 1.13% | 2.45% | -0.17% | 6.10% | 4.92% | 49.03% | 25-Oct-19 |
Lobby-Spending | 3.17% | 13.83% | 11.02% | 17.86% | 29.29% | 30.36%* | 31-May-24 |
MidCapDiverse | 5.86% | 9.99% | - | ** | - | 16.09%* | 30-Apr-25 |
Napoleon-X | -0.42% | 21.61% | 45.48% | 24.56% | 95.24% | 1169.97% | 27-Feb-19 |
NDI-FutureTech | 2.40% | 17.08% | 22.01% | 27.96% | 53.37% | 93.97%* | 30-Nov-23 |
Sharia-AIGrowth | 1.81% | 10.97% | 10.03% | 11.28% | 19.29% | 40.91%* | 31-Jan-24 |
The-Chameleon | 0.81% | 5.61% | 8.29% | 8.73% | 19.78% | 40.52%* | 30-Nov-23 |
U-optimize (CFD) | 1.52% | 1.16% | 4.75% | 1.85% | 3.12% | 54.78% | 22-Nov-19 |
WisdomTree-Comm | 1.96% | 5.22% | 4.59% | 7.42% | - | 5.18%* | 31-Oct-24 |
YieldKing | 3.26% | 11.94% | 10.11% | 14.91% | 15.67% | 102.04% | 13-Nov-17 |
S&P 500 Index (Benchmark) | 2.17% | 13.83% | 4.95% | 7.78% | 14.80% | 93.80% | |
Alpha | | | | | | | |
Momentum-LS (CFD) | 2.24% | 3.40% | 5.05% | 10.65% | 13.58% | 46.62%* | 31-Mar-23 |
NasdaqAI-Inverse (CFD) | -8.91% | -15.33% | -22.16% | -21.41% | -24.68% | -27.41%* | 25-Mar-24 |
OutSmartNSDQ (CFD) | -0.82% | 7.31% | 13.80% | 9.75% | 22.65% | 44.34% | 2-Oct-17 |
PureMomentum | 3.32% | 7.80% | - | - | - | 12.24%* | 5-Mar-25 |
SectorGurus (CFD) | -2.04% | -0.95% | -2.60% | ** | - | -2.6%* | 28-Feb-25 |
SectorGurus-X2 (CFD) | -4.09% | -1.81% | -10.27% | -16.69% | - | -18.53%* | 30-Nov-24 |
SectorNeutral (CFD) | 0.14% | 0.20% | -0.53% | -0.29% | 6.49% | 8.64%* | 29-Feb-24 |
SectorNeutral-X2 (CFD) | 1.07% | 0.12% | -2.94% | -3.58% | - | -5.12%* | 20-Nov-24 |
S&P 500 Index (Benchmark) | 1.91% | 9.28% | 8.49% | 9.84% | 14.37% | 84.56% | |