| 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 | 1.82% | - | - | ** | - | 5.86%* | 31-May-25 |
FixedIncome-FT | 0.36% | - | - | ** | - | 1.62%* | 31-May-25 |
Target2028-FT | 0.85% | - | - | ** | - | 3.01%* | 31-May-25 |
Target2030-FT | 1.18% | - | - | ** | - | 3.98%* | 31-May-25 |
Target2033-FT | 1.49% | - | - | ** | - | 3.54%* | 31-May-25 |
Target2035-FT | 1.66% | - | - | ** | - | 5.38%* | 31-May-25 |
Franklin Moderate Allocation Fund (Benchmark) | 0.50% | 7.22% | 5.00% | 7.37% | 9.47% | 41.06% | |
Core using models by BlackRock | | | | | | | |
Core-Income | 0.38% | 2.00% | 1.78% | 3.14% | 6.42% | 11.2%* | 31-Dec-23 |
Core-Stability | 0.56% | 3.36% | 2.01% | 4.03% | 6.02% | 12.85%* | 31-Dec-23 |
Core-Moderate | 1.12% | 6.22% | 2.04% | 5.20% | 9.12% | 21.39%* | 31-Dec-23 |
Core-Dynamic | 2.43% | 11.44% | 4.65% | 8.44% | 14.06% | 29.53%* | 31-Dec-23 |
Core-Equity | 2.99% | 13.91% | 4.56% | 8.57% | 15.39% | 33.3%* | 31-Dec-23 |
BlackRock 60/40 Target Allocation Fund | 0.80% | 8.53% | 5.92% | 8.24% | 10.59% | 46.76% | |
Traditional | | | | | | | |
Buybacks | -2.21% | 10.04% | -0.67% | 3.10% | 9.26% | 21.58%* | 29-Jan-24 |
FashionPortfolio | 2.73% | 10.12% | -10.14% | -7.72% | 0.93% | 73.73% | 6-Mar-20 |
FemaleLeadership | 2.80% | 12.82% | 0.85% | 5.63% | -7.01% | -9.96%* | 1-Feb-22 |
FoodDrink | -47.61% | -46.87% | -48.10% | -47.45% | -47.33% | -27.60% | 8-Jul-16 |
Founder-Led | 5.00% | 32.80% | 20.59% | 34.34% | - | 26.12%* | 30-Nov-24 |
Global-Edge | 0.62% | 2.68% | -0.37% | 2.23% | - | 1.63%* | 30-Sep-24 |
Global-EdgePro | 1.24% | 4.15% | 1.21% | 4.28% | - | 5.64%* | 30-Sep-24 |
GlobalLogistics | 1.54% | 11.76% | -3.55% | -1.40% | -11.91% | 21.69%* | 1-Jun-22 |
InsuranceWorld | -1.74% | 3.31% | 5.92% | 8.95% | 14.75% | 48.39%* | 31-Mar-23 |
LuxuryBrands | 5.40% | 16.05% | -2.69% | 4.32% | 12.54% | 27.42%* | 31-Jan-22 |
MadeInAmerica | 3.96% | 14.44% | - | ** | - | 19.61%* | 31-Mar-25 |
PanicMode (CFD) | -1.31% | -9.78% | -3.19% | -4.22% | -5.15% | -49.71% | 8-Jul-16 |
RenewableEnergy | 0.00% | 6.08% | -3.43% | -2.64% | -16.95% | -15.23% | 31-Jul-18 |
TheBigBanks | 3.57% | 19.95% | 24.59% | 34.21% | 46.14% | 184.17% | 8-Jul-16 |
TravelKit | 2.16% | 17.17% | 2.50% | 4.60% | 21.17% | 62.35% | 8-Jul-16 |
Utilities | 2.63% | 3.43% | 13.70% | 15.64% | 21.40% | 61.99%* | 19-Apr-21 |
S&P 500 Index (Benchmark) | 2.17% | 13.83% | 4.95% | 7.78% | 14.80% | 93.80% | |
Tech | | | | | | | |
5GRevolution | 1.09% | 19.51% | 16.62% | 18.25% | 29.65% | 71.49% | 3-Sep-19 |
Ad-Tech | -2.19% | 11.14% | -3.75% | 2.55% | 14.56% | 6.41%* | 15-Sep-21 |
AI-Edge | 1.13% | 11.26% | - | ** | - | 7.59%* | 28-Feb-25 |
AI-Revolution | 2.00% | 22.42% | 9.42% | 16.18% | 42.22% | 121.74%* | 30-Jan-23 |
BatteryTech | 12.72% | 26.17% | 13.55% | 14.68% | 16.50% | -14.12%* | 28-Feb-22 |
BigTech | 2.35% | 26.17% | 14.46% | 17.89% | 36.15% | 165.47% | 8-Jul-16 |
ChinaTech | 4.42% | 12.59% | 11.35% | 18.06% | 46.20% | 37.86% | 18-May-20 |
Chip-Tech | 1.92% | 32.47% | 5.65% | 9.86% | 2.78% | 37.48%* | 10-Jun-21 |
CloudComputing | 0.16% | 16.87% | 6.81% | 15.53% | 38.33% | 47.29% | 31-Jul-20 |
CyberSecurity | -3.73% | 10.37% | -2.98% | 6.31% | 18.81% | 62.52% | 31-Jul-18 |
Driverless | 4.90% | 22.15% | 13.76% | 12.21% | 15.76% | 62.89% | 1-Aug-18 |
DroneTech | 2.47% | 25.46% | 20.65% | 25.83% | 35.86% | 172.59% | 31-Jul-18 |
EuropeTech | -4.65% | 10.92% | 5.50% | 14.13% | 13.39% | 43.4%* | 31-Oct-23 |
Fin-Tech | -1.91% | 16.77% | 6.65% | 14.32% | 38.61% | 111.98%* | 1-May-23 |
FoodTech | -2.37% | -2.48% | -3.60% | 1.01% | 2.35% | 18.09% | 31-Oct-19 |
Four-Horsemen | 7.86% | 29.27% | 13.91% | 11.00% | 21.99% | 132.36% | 21-Feb-17 |
FuturePayments | 0.09% | 16.84% | -3.42% | 3.61% | 42.67% | 71.73% | 31-Jul-18 |
GigEconomy | -0.05% | 13.72% | 5.30% | 15.67% | 37.44% | 12.78%* | 30-Nov-20 |
InTheGame | 4.40% | 29.35% | 19.88% | 24.13% | 46.71% | 182.97% | 8-Jul-16 |
Magnificent-7 | 5.70% | 27.46% | 8.30% | 8.43% | 24.43% | 68.46%* | 30-Nov-23 |
MobilePayments | -3.98% | 15.38% | -0.95% | 3.20% | 21.85% | 49.29% | 3-Jan-17 |
RemoteWork | -1.78% | 14.07% | -2.00% | 6.85% | 34.37% | -1.04%* | 12-Oct-20 |
ShoppingCart | 2.98% | 13.08% | 6.63% | 14.19% | 40.39% | 33.12% | 5-Dec-19 |
SpaceTech | 4.64% | 29.89% | 16.51% | 21.26% | 39.82% | 75.86%* | 29-Sep-23 |
StartupNations | -6.03% | 4.28% | -5.85% | -1.86% | 13.53% | -42.87%* | 24-Dec-21 |
Tactical-Edge | 0.88% | 7.42% | 5.61% | 6.83% | 12.74% | 13.32%* | 1-May-24 |
Nasdaq-100 Index (Benchmark) | 2.38% | 18.64% | 8.10% | 10.50% | 19.91% | 112.90% | |
Health | | | | | | | |
Cancer-Med | 1.77% | -0.14% | -2.50% | 2.13% | -3.05% | 19.38%* | 28-Feb-22 |
CannabisCare | 6.69% | 6.28% | -5.59% | -7.28% | -29.10% | -79.90% | 29-Jun-18 |
CRISPR-Tech | 3.12% | 6.63% | -0.12% | 5.03% | 1.43% | 3.36% | 20-Jan-17 |
Diabetes-Med | -2.47% | -3.57% | -11.84% | -6.00% | -6.38% | 48.28% | 18-Nov-19 |
Vaccine-Med | 2.73% | 5.48% | -15.58% | -11.44% | -23.70% | -56.89%* | 30-Nov-20 |
MSCI World Health Care Index (Benchmark) | -3.06% | -5.49% | -8.86% | -3.11% | -12.51% | 17.12% | |
Regional | | | | | | | |
AsianDragons | 3.82% | 21.24% | 21.45% | 25.25% | 32.79% | 20.78%* | 19-Apr-21 |
AussieEconomy | 0.67% | 6.54% | 1.86% | 6.51% | 6.70% | 26%* | 31-Aug-22 |
ChinaCar | 5.04% | 10.95% | 15.18% | 14.60% | 23.75% | 28.86% | 31-Jul-20 |
EmergingNations | 0.03% | 10.57% | 13.28% | 22.13% | 8.61% | 28.36%* | 29-Sep-23 |
EuropeDefense | -4.48% | 19.16% | - | ** | - | 26.56%* | 31-Mar-25 |
EuropeEconomy | -1.15% | 8.95% | 11.90% | 21.49% | 18.65% | 54.93%* | 29-Sep-21 |
Granolas | -7.15% | -5.17% | -6.13% | 0.46% | -15.60% | -16.31%* | 11-Mar-24 |
Italian-Heritage | 1.59% | 12.39% | 25.74% | 33.71% | 37.07% | 85.12%* | 1-May-23 |
LatamEconomy | -3.75% | 4.85% | 9.29% | 16.62% | 12.35% | 22.69%* | 15-Sep-21 |
NordicEconomy | -0.10% | 10.53% | 7.84% | 14.18% | 13.45% | 19.86%* | 1-Apr-22 |
MSCI World Index (Benchmark) | 1.23% | 11.50% | 6.24% | 9.93% | 14.12% | 76.84% | |
Web3 | | | | | | | |
BitcoinWorldWide | 5.89% | 28.58% | 9.37% | 17.42% | 41.33% | 85.36%* | 29-Mar-21 |
Crypto-Currency | 14.17% | 32.73% | 14.01% | 22.81% | 65.50% | 874.21% | 6-Apr-17 |
CryptoEqual | 22.56% | 31.01% | -12.93% | -4.95% | 47.99% | 247.39% | 31-Jul-17 |
CryptoPortfolio | 17.86% | 30.88% | 3.37% | 14.32% | 63.13% | 546.20% | 5-Jun-17 |
CryptoSecondBest | 24.39% | 24.67% | -12.80% | -8.10% | 56.20% | 157.25% | 31-Jul-17 |
DeFiPortfolio | 23.27% | 50.49% | -15.41% | -14.77% | 14.87% | 11.66%* | 16-Jul-21 |
MetaverseLife | 4.98% | 21.13% | 1.68% | 7.19% | 37.13% | -26.88%* | 16-Dec-21 |
Scalable-Crypto | 20.81% | 9.66% | -24.75% | -23.13% | 30.40% | -29.24%* | 28-Feb-22 |
Web3Applications | 6.42% | 11.34% | -12.81% | -15.41% | -3.35% | 12.12%* | 28-Feb-23 |
S&P Cryptocurrency Broad Digital Market Index (USD) (Benchmark) | 14.78% | 30.93% | 7.79% | 14.06% | 51.76% | 665.51% | |
Alternative | | | | | | | |
AgriWorldWide | 1.40% | 9.01% | -0.96% | 6.77% | 3.25% | 8.8%* | 31-May-23 |
DividendGrowth | 0.80% | 4.08% | 0.96% | 2.39% | -0.92% | 46.59% | 6-Feb-20 |
GoldenEnergy (CFD) | 1.79% | 12.32% | 9.73% | 14.13% | 9.03% | 27.12% | 15-Apr-16 |
GoldWorldWide | -0.72% | 7.37% | 29.39% | 46.72% | 36.80% | 79.04%* | 30-Nov-20 |
OilWorldWide (CFD) | 4.54% | 11.79% | 2.37% | 5.38% | 0.13% | 125.17% | 23-Apr-20 |
Private-Equity | 4.39% | 14.78% | -6.63% | 1.31% | 10.01% | 99.05%* | 1-Jul-22 |
RealEstateTrusts | -0.94% | -0.97% | -1.90% | -1.69% | -0.85% | 3.22%* | 1-Jul-22 |
YieldGrowth (CFD) | -0.04% | 1.20% | 2.79% | 3.61% | 4.23% | 9.6%* | 31-May-23 |
Bloomberg Commodity Index (Benchmark) | -0.82% | 0.26% | -1.08% | 2.45% | 4.91% | 47.33% | |
Systematic | | | | | | | |
ActiveTraders (CFD) | 5.77% | 6.51% | -7.06% | -4.24% | 1.54% | 52.67% | 7-Jun-16 |
GainersQtr (CFD) | 1.88% | 2.54% | -3.12% | -2.97% | 1.44% | 40.11% | 31-Mar-16 |
SharpTraders (CFD) | 3.71% | 4.38% | -1.70% | -3.30% | 5.14% | 49.84% | 29-Sep-16 |
MSCI World Index (Benchmark) | 1.23% | 11.50% | 6.24% | 9.93% | 14.12% | 76.84% | |
Guru | | | | | | | |
BillAckman13F | -0.72% | 8.77% | -5.37% | -2.82% | 1.83% | 16.8%* | 31-Jul-23 |
BillGates13F | 1.39% | 9.19% | 9.44% | 12.80% | 13.09% | 32.57%* | 31-Jul-23 |
EWachenheim-CF | 4.55% | 15.98% | -0.04% | 5.91% | -2.51% | 118.75% | 24-Jan-17 |
StanleyDruck13F | -2.53% | 14.80% | 5.96% | 11.84% | 33.67% | 96.4%* | 31-Jul-23 |
ValueGurus | 0.50% | 4.98% | -3.77% | 1.65% | 4.75% | 71.13%* | 30-Dec-22 |
WarrenBuffet-CF | -0.53% | 5.00% | -2.97% | -1.36% | 4.55% | 92.49% | 9-Jan-17 |
S&P 500 Index (Benchmark) | 2.17% | 13.83% | 4.95% | 7.78% | 14.80% | 93.80% | |
Partner | | | | | | | |
21Shares-Flows | 36.68% | 41.14% | -3.03% | 25.21% | 91.15% | 43.33%* | 31-Jan-24 |
ALTIA-Investment | -0.39% | 14.13% | 8.28% | 15.30% | 19.10% | 86.55% | 21-Mar-18 |
ARK-FutureFirst | 1.92% | 18.73% | 8.58% | 16.84% | 38.03% | 38.03%* | 4-Aug-24 |
Congress-Buys | -7.69% | 7.54% | 6.29% | 8.27% | 20.29% | 23.45%* | 31-May-24 |
Cutting-Edge | 1.78% | 6.93% | -1.22% | 3.22% | 5.46% | 24.32%* | 30-Nov-23 |
DayByDayEquities | -1.53% | 5.84% | 11.21% | 17.95% | 17.04% | 33.63%* | 30-Nov-21 |
DC-Insider | 0.46% | 12.99% | 7.07% | 10.48% | 18.76% | 28.54%* | 31-May-24 |
II-Disruptive | 0.25% | 16.61% | 9.13% | 13.40% | 22.95% | 84.90% | 24-Oct-19 |
II-ETF-Portfolio | 0.06% | 7.39% | 6.67% | 9.91% | 9.68% | 28.05% | 25-Oct-19 |
II-Quality | -0.52% | 3.61% | 1.50% | 4.92% | 7.36% | 53.73% | 25-Oct-19 |
Lobby-Spending | 4.76% | 12.97% | 7.31% | 14.23% | 20.39% | 26.35%* | 31-May-24 |
MidCapDiverse | -3.08% | - | - | ** | - | 9.66%* | 30-Apr-25 |
Napoleon-X | 20.11% | 40.49% | 14.69% | 25.09% | 72.86% | 1278.74% | 27-Feb-19 |
NDI-FutureTech | 3.17% | 31.19% | 13.58% | 24.96% | 53.42% | 89.42%* | 30-Nov-23 |
Sharia-AIGrowth | 3.04% | 14.92% | 9.18% | 9.30% | 22.74% | 38.4%* | 31-Jan-24 |
The-Chameleon | 2.65% | 7.07% | 5.85% | 7.86% | 19.15% | 39.39%* | 30-Nov-23 |
U-optimize (CFD) | 0.22% | 1.46% | 2.18% | 0.32% | 0.30% | 53.53% | 22-Nov-19 |
WisdomTree-Comm | -0.27% | 3.12% | 2.25% | 5.36% | - | 3.16%* | 31-Oct-24 |
YieldKing | 4.32% | 13.67% | 5.31% | 11.29% | 12.89% | 108.21% | 13-Nov-17 |
S&P 500 Index (Benchmark) | 2.17% | 13.83% | 4.95% | 7.78% | 14.80% | 93.80% | |
Alpha | | | | | | | |
Momentum-LS (CFD) | 0.58% | 2.00% | 2.61% | 8.23% | 14.82% | 43.41%* | 31-Mar-23 |
NasdaqAI-Inverse (CFD) | -0.23% | -15.33% | -12.73% | -13.72% | -13.60% | -20.3%* | 28-Feb-24 |
OutSmartNSDQ (CFD) | 3.02% | 20.33% | 7.98% | 10.65% | 21.21% | 60.00% | 2-Oct-17 |
SectorGurus (CFD) | 1.55% | 0.28% | - | ** | - | -0.57%* | 28-Feb-25 |
SectorGurus-X2 (CFD) | 3.18% | 3.39% | -11.42% | -13.14% | - | -15.06%* | 30-Nov-24 |
SectorNeutral (CFD) | -0.61% | -1.17% | -0.36% | -0.43% | 11.11% | 8.49%* | 29-Feb-24 |
SectorNeutral-X2 (CFD) | -1.89% | -3.14% | -4.84% | -4.59% | - | -6.12%* | 20-Nov-24 |
S&P 500 Index (Benchmark) | 2.17% | 13.83% | 4.95% | 7.78% | 14.80% | 93.80% | |