Strategy Performance

Performance Tracker

Track strategy performance on a weekly basis. Keep in mind that our strategies are engineered for long-term consistent growth. Short-term volatility is a normal part of market cycles.

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January 2026

Week Ending January 9, 2026

Strategies Outperforming SPY

Week: 6/8 (75%)

MTD: 6/8 (75%)

3M: 6/8 (75%)

6M: 4/8 (50%)

YTD: 6/8 (75%)

1Y: 6/8 (75%)

10Y: 8/8 (100%)

Strategy	Last Week	MTD	3M	6M	YTD	1Y	10Y
SPY (Benchmark)	1.6%	1.78%	3.42%	12.53%	1.78%	19.13%	15.61%
ETF Blend 100-20	0.41% -1.19%	-0.02% -1.80%	0.56% -2.86%	3.01% -9.52%	-0.02% -1.80%	21.8% + 2.67%	47.48% + 31.87%
ETF Blend 101-15	2.17% + 0.57%	2.62% + 0.84%	7.68% + 4.26%	15.81% + 3.28%	2.62% + 0.84%	35.37% + 16.24%	27.35% + 11.74%
ETF Blend 102-25	0.75% -0.85%	-0.18% -1.96%	-1.53% -4.95%	-2.23% -14.76%	-0.18% -1.96%	18.23% -0.90%	59.39% + 43.78%
ETF Blend 103-20	2.3% + 0.70%	2.6% + 0.82%	7.27% + 3.85%	14.31% + 1.78%	2.6% + 0.82%	30.98% + 11.85%	24% + 8.39%
ETF Blend 200-35	1.65% + 0.05%	1.17% + 0.06%	3.41% + 0.06%	7.21% -4.52%	1.17% + 0.06%	31.38% + 12.86%	40.36% + 24.82%
ETF Blend 300-40	2.19% + 0.59%	2.58% + 0.80%	6.17% + 2.75%	8.69% -3.84%	2.58% + 0.80%	30.71% + 11.58%	80.07% + 64.46%
ETF Blend 301-20	2.44% + 0.84%	3.76% + 1.98%	13.17% + 9.75%	14.96% + 2.43%	3.76% + 1.98%	16.11% -3.02%	97.64% + 82.03%
ETF Blend 302-25	3.75% + 2.15%	3.62% + 1.84%	5.53% + 2.11%	28.85% + 16.32%	3.62% + 1.84%	51.37% + 32.24%	83.06% + 67.45%