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S&P 500 (Large Cap)

Return

58.6%

[

11.1%

annualized]

Dec 31 2020 - May 16 2025

-3.0%

Below
Peak
Feb '25

DJIA (Large Value)

Return

39.4%

[

7.9%

annualized]

Dec 31 2020 - May 16 2025

-5.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

7.0%

[

1.6%

annualized]

Dec 31 2020 - May 16 2025

-13.5%

Below
Peak
Nov '21

Performance Range:

As of May 16 4:00 PM EDT Market Closed

1)% Below Peak is the worst case performance loss of a holding in your portfolio or book of business. 2) Click a name to draw a chart. 3) Click to search funds. Performance metrics include dividends & distributions.

US Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500 (Large Cap)	5958.38	0.7%	5.3%	12.9%	-2.6%	1.5%	12.5%	23.3%	1.3%	48.7%	108.1%	24.2%	66.6%	-3.0%	Feb '25
DJIA (Large Value)	42654.74	0.8%	3.4%	7.5%	-4.2%	-1.8%	7.0%	12.9%	0.3%	32.4%	80.1%	16.6%	46.0%	-5.2%	Dec '24
Russell 2000 (Small Cap)	2113.25	0.9%	4.5%	13.4%	-7.3%	-8.3%	0.8%	10.0%	-5.2%	18.5%	68.1%	-7.0%	25.2%	-13.5%	Nov '21
NASDAQ Comp (Tech/Growth)	19211.10	0.5%	7.2%	17.8%	-4.1%	2.8%	15.0%	28.6%	-0.5%	64.7%	113.1%	21.3%	84.4%	-4.8%	Dec '24
Aggregate Bond	97.66	0.06%	-0.1%	-0.1%	0.9%	1.9%	4.5%	1.3%	2.1%	4.9%	-4.4%	-4.3%	11.8%	-7.0%	Aug '20
Muni ~7yrs	104.51	0.10%	0.2%	1.1%	-1.3%	-1.2%	0.7%	1.3%	-0.9%	7.9%	3.8%	-1.7%	8.6%	-2.5%	Dec '24
Corp Bond	107.10	0.2%	0.5%	0.6%	0.3%	1.2%	4.2%	0.9%	1.8%	8.4%	-1.1%	-6.8%	18.1%	-9.6%	Sep '21
High Yield Bond	79.42	0.11%	1.1%	3.2%	1.0%	3.2%	9.0%	8.0%	2.9%	23.3%	31.2%	10.4%	29.2%	-0.1%	May '25
Preferred	30.55	0.3%	1.3%	4.8%	-2.3%	-3.1%	2.8%	7.2%	-0.6%	10.3%	20.5%	-4.8%	16.9%	-5.5%	Dec '21

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Basic Materials	87.05	1.0%	2.9%	8.5%	-2.7%	-3.7%	-2.9%	0.1%	4.0%	12.6%	89.0%	4.0%	33.5%	-9.9%	Oct '24
Consumer Discretionary/Cyclical	217.67	0.9%	7.5%	18.1%	-3.8%	2.5%	23.5%	26.5%	-2.7%	50.0%	96.3%	6.5%	60.1%	-8.7%	Dec '24
Financial Services	51.59	0.6%	3.5%	10.9%	0.0%	4.3%	24.2%	30.6%	7.1%	63.9%	169.1%	38.4%	78.0%	-0.8%	Feb '25
Real Estate	90.30	1.2%	1.3%	5.5%	-0.4%	-1.8%	10.8%	4.8%	2.4%	6.2%	58.8%	-10.8%	31.0%	-11.5%	Dec '21
Communication Services	101.78	0.7%	4.7%	13.6%	-3.1%	7.6%	24.8%	34.7%	5.4%	78.9%	107.9%	34.5%	119.2%	-3.1%	Feb '25
Energy	85.48	-0.2%	3.7%	7.3%	-4.4%	-8.3%	-5.7%	5.6%	0.6%	14.9%	191.9%	68.1%	16.4%	-10.7%	Nov '24
Industrials	143.78	1.1%	5.6%	15.4%	4.9%	4.2%	16.6%	17.3%	9.5%	62.5%	161.5%	44.4%	76.6%	New Peak	May '25
Technology	234.89	0.2%	7.9%	21.1%	-1.9%	3.1%	11.4%	21.6%	1.2%	78.9%	162.0%	37.5%	105.6%	-2.8%	Feb '25
Consumer Staples/Defensive	82.07	1.1%	1.4%	2.4%	2.4%	4.0%	7.4%	12.2%	5.0%	15.0%	63.1%	15.9%	29.6%	-1.3%	Feb '25
Healthcare	133.09	2.0%	0.3%	-2.3%	-7.7%	-5.4%	-7.4%	2.5%	-2.9%	7.8%	43.4%	0.5%	13.7%	-14.3%	Sep '24
Utilities	82.18	1.5%	2.4%	6.8%	4.6%	5.3%	17.2%	23.3%	9.3%	26.0%	75.3%	28.2%	44.6%	New Peak	May '25

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	124.04	0.5%	4.1%	11.8%	0.3%	5.5%	12.8%	17.4%	5.6%	47.3%	99.8%	23.1%	67.3%	-0.1%	Feb '25
MSCI Emerging Markets	46.26	-0.06%	3.0%	11.2%	4.2%	9.5%	8.6%	6.5%	10.6%	23.5%	43.2%	1.2%	42.6%	-12.4%	Feb '21
FTSE Europe	75.30	0.2%	1.6%	8.8%	7.7%	18.1%	11.3%	1.9%	19.1%	46.9%	98.9%	21.4%	77.8%	New Peak	May '25
MSCI Japan	72.49	0.3%	0.7%	8.6%	4.5%	9.1%	8.6%	7.0%	8.0%	36.8%	53.1%	14.3%	55.7%	-0.4%	May '25
MSCI India	54.66	-0.2%	4.3%	6.9%	10.2%	3.8%	4.8%	8.6%	3.8%	36.9%	126.8%	18.4%	36.1%	-7.0%	Sep '24
MSCI China	54.42	-0.3%	2.2%	10.7%	1.8%	17.1%	18.2%	17.7%	16.1%	21.9%	-0.5%	-6.3%	43.9%	-38.9%	Feb '21
International Bond	49.07	0.04%	-0.2%	0.0%	0.4%	1.3%	4.8%	3.6%	0.9%	7.1%	0.0%	-0.5%	15.2%	-3.2%	Dec '20
iShares Latin America	25.90	-0.4%	1.8%	13.0%	7.4%	11.9%	-2.3%	-23.1%	23.9%	25.3%	102.1%	40.2%	25.9%	-19.0%	May '08

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	546.26	0.6%	5.3%	13.0%	-2.2%	2.1%	13.9%	25.0%	1.7%	55.5%	124.2%	30.6%	73.1%	-2.8%	Feb '25
US Large Growth	401.35	0.5%	7.1%	17.5%	-3.5%	3.8%	17.6%	33.1%	0.0%	77.9%	136.9%	33.3%	95.8%	-4.0%	Dec '24
US Large Value	191.09	1.0%	3.3%	8.7%	-1.3%	-0.1%	9.0%	14.2%	3.7%	31.4%	101.1%	21.1%	47.0%	-3.5%	Nov '24

US MidCap Blend	274.28	1.1%	4.4%	12.6%	-0.1%	1.6%	11.9%	14.9%	4.3%	36.5%	100.1%	13.6%	51.6%	-2.8%	Nov '24
US MidCap Growth	271.65	1.1%	6.0%	16.5%	-0.2%	5.9%	17.1%	16.4%	7.2%	51.6%	89.0%	10.7%	63.4%	-1.7%	Feb '25
US MidCap Value	164.15	1.0%	3.1%	9.6%	0.2%	-2.1%	8.2%	14.0%	2.1%	25.3%	113.2%	17.7%	42.3%	-5.6%	Nov '24

US Small Blend	234.74	1.1%	5.1%	14.4%	-4.9%	-4.0%	5.7%	14.2%	-1.9%	31.7%	97.0%	8.5%	40.8%	-9.6%	Nov '24
US Small Growth	275.16	1.2%	5.2%	15.1%	-6.8%	-5.9%	4.5%	15.0%	-4.3%	33.3%	55.0%	-4.9%	35.0%	-15.9%	Feb '21
US Small Value	154.96	0.6%	3.8%	11.7%	-7.2%	-9.4%	-0.4%	7.6%	-5.3%	13.8%	104.0%	-1.7%	23.9%	-13.9%	Nov '24

Foreign Large Blend	87.24	0.2%	1.5%	8.7%	6.5%	14.6%	10.6%	3.5%	15.4%	42.0%	82.7%	20.2%	67.2%	New Peak	May '25
Foreign Growth	107.99	0.3%	1.8%	9.9%	3.2%	11.1%	4.9%	1.5%	11.5%	33.3%	53.5%	2.1%	54.7%	-0.2%	Sep '21
Foreign Value	62.41	0.2%	1.1%	7.9%	9.3%	17.6%	16.4%	5.4%	18.9%	50.5%	111.9%	39.9%	79.6%	New Peak	May '25

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	24.16		0.10%	0.9%	3.3%	1.1%	2.8%	6.4%	8.3%	1.7%	27.6%	38.6%	23.1%	28.7%	New Peak	May '25
Ultra Short- Janus AAA CLO	50.59		0.08%	0.2%	1.2%	0.8%	2.3%	5.9%	7.4%	1.6%	20.7%	-	18.4%	20.6%	New Peak	May '25
Bank Loan- Invesco	21.00		0.05%	0.6%	3.1%	1.3%	2.7%	7.3%	8.2%	1.9%	26.4%	35.8%	21.1%	27.1%	New Peak	May '25
Interval CEF- Cliffwater	10.69	p	EOD	0.3%	1.1%	1.8%	4.6%	10.7%	12.6%	3.2%	30.6%	58.9%	33.7%	30.2%	New Peak	May '25

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	46.45		0.7%	4.9%	13.0%	-2.7%	0.7%	10.8%	27.9%	1.5%	67.4%	-	60.8%	77.6%	-3.7%	Jan '25
Int’l Min Volatility- Franklin	33.04		0.5%	1.9%	8.4%	3.9%	9.4%	13.3%	15.9%	8.7%	49.0%	116.1%	52.6%	63.8%	New Peak	May '25
MidCap 30 - Hennessy (hi fee)	22.45	p	EOD	4.1%	13.4%	-6.8%	-8.1%	4.7%	34.6%	-5.7%	69.1%	278.9%	70.6%	75.4%	-13.8%	Nov '24
Small Value- Avantis	90.74		0.5%	4.9%	14.5%	-6.6%	-9.5%	-1.1%	9.3%	-5.6%	28.8%	190.0%	18.8%	36.4%	-14.0%	Nov '24
Mid Value- Pacer Cash Cows	54.89		0.6%	4.6%	10.7%	-5.2%	-6.0%	0.0%	10.6%	-2.4%	20.3%	154.4%	23.7%	33.8%	-9.8%	Nov '24
Growth- S&P Momentum	105.20		0.6%	6.8%	19.2%	2.3%	12.5%	30.8%	45.8%	10.9%	97.4%	174.7%	70.3%	109.3%	New Peak	May '25
Invesco S&P Quality	70.45		0.7%	4.8%	12.4%	-0.2%	5.7%	16.4%	25.4%	5.4%	63.9%	125.0%	38.5%	82.6%	-0.8%	Feb '25
Rotation Factor- BlackRock	52.27		0.4%	5.3%	13.9%	-2.4%	2.2%	17.2%	30.3%	2.3%	75.0%	137.8%	44.1%	95.3%	-2.4%	Feb '25
US Min Volatility- Fidelity	61.41		0.6%	3.0%	7.0%	-1.6%	1.3%	10.6%	16.1%	1.8%	40.2%	90.8%	23.8%	51.0%	-2.6%	Feb '25
Derivative Income- JPMorgan	56.24		0.5%	1.1%	5.8%	-2.9%	-1.2%	6.1%	12.6%	0.4%	28.1%	-	20.4%	37.4%	-3.8%	Feb '25

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Macro- BlackRock	15.29	p	EOD	1.1%	3.6%	1.8%	3.5%	7.1%	12.1%	3.0%	27.3%	31.3%	25.2%	24.7%	New Peak	May '25
Multistrategy- AQR	13.02	p	EOD	0.4%	2.4%	0.8%	7.4%	6.8%	13.3%	5.8%	31.5%	-	49.3%	33.4%	-1.4%	Apr '25
Long Short- AQR	18.09	p	EOD	1.6%	5.1%	4.9%	15.1%	23.8%	30.5%	12.9%	80.1%	202.7%	117.0%	106.9%	New Peak	May '25
Mkt Neutral- BlackRock	14.62	p	EOD	0.4%	3.5%	6.6%	8.8%	17.5%	21.4%	8.3%	56.5%	54.7%	54.8%	55.3%	New Peak	May '25
Multi Strategy- Variant	26.94	p	EOD	0.1%	0.6%	1.5%	3.4%	3.9%	5.1%	2.5%	20.3%	46.0%	24.1%	19.9%	New Peak	May '25
Long Short- First Trust	65.36		0.4%	2.5%	5.9%	-3.3%	1.1%	8.5%	18.8%	-0.4%	35.7%	70.5%	31.1%	44.9%	-3.9%	Jan '25

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	166.19	1.4%	8.8%	8.4%	-10.2%	-3.4%	-4.1%	36.0%	-12.1%	45.9%	143.2%	15.2%	71.2%	-19.4%	Feb '25
Meta (Communications)	640.34	-0.5%	8.1%	27.5%	-13.0%	15.8%	35.8%	66.0%	9.5%	221.6%	205.1%	90.0%	404.6%	-13.0%	Feb '25
Amazon (Cyclical)	205.59	0.2%	6.5%	17.9%	-10.1%	1.5%	12.0%	44.4%	-6.3%	85.5%	70.6%	20.6%	82.1%	-15.1%	Feb '25
Tesla (Cyclical)	349.98	2.1%	17.3%	44.9%	-1.6%	9.1%	100.2%	62.5%	-13.3%	44.9%	556.9%	-12.5%	61.1%	-27.1%	Dec '24
Procter & Gamble (Defensive)	163.28	0.5%	3.6%	-1.3%	0.9%	-2.5%	-0.4%	17.3%	-1.4%	13.5%	61.1%	9.3%	40.6%	-8.0%	Dec '24
PepsiCo (Defensive)	131.98	0.4%	1.2%	-5.8%	-7.1%	-15.3%	-25.5%	-7.6%	-12.4%	-17.8%	12.3%	-16.1%	-16.0%	-28.4%	May '23
Coca-Cola (Defensive)	72.00	0.5%	2.1%	0.4%	5.3%	18.4%	17.1%	8.9%	16.5%	19.4%	94.1%	33.9%	40.8%	-2.6%	Apr '25
Exxon Mobil (Energy)	108.19	-0.4%	1.7%	4.8%	0.9%	-7.7%	-5.0%	11.3%	2.4%	31.8%	223.3%	92.8%	20.7%	-11.4%	Oct '24
Chevron (Energy)	142.10	-0.11%	2.6%	5.0%	-8.5%	-10.1%	-8.9%	1.3%	-0.8%	-7.7%	98.9%	35.3%	-0.4%	-17.1%	Jan '23
JPMorgan Chase (Financial)	267.56	0.03%	5.7%	16.5%	-2.7%	10.3%	35.2%	44.3%	12.9%	145.6%	258.0%	82.0%	175.4%	-3.8%	Feb '25
Visa (Financial)	365.12	0.8%	3.7%	10.4%	3.4%	18.3%	31.4%	22.3%	15.9%	88.9%	106.2%	69.3%	109.2%	New Peak	May '25
Mastercard (Financial)	583.28	0.2%	2.6%	13.6%	3.4%	12.1%	27.9%	24.2%	11.1%	80.1%	115.1%	60.5%	108.9%	New Peak	May '25
Bank of America (Financial)	44.69	0.7%	6.9%	19.7%	-4.2%	-3.3%	16.8%	33.9%	2.3%	39.1%	136.0%	5.4%	60.2%	-5.8%	Feb '25
UnitedHealth (Health)	291.91	6.4%	-23.3%	-50.1%	-44.0%	-50.3%	-43.1%	-2.4%	-42.0%	-37.6%	8.0%	-39.1%	-39.4%	-52.9%	Nov '24
Johnson & Johnson (Health)	151.33	1.1%	-1.9%	-1.7%	-2.3%	-0.2%	1.2%	-4.8%	5.5%	-7.2%	15.7%	-3.0%	0.3%	-11.1%	Apr '22
Eli Lilly (Health)	757.39	3.3%	3.1%	3.1%	-10.3%	1.7%	-1.3%	33.3%	-1.7%	159.2%	403.4%	187.7%	138.3%	-20.8%	Aug '24
Union Pacific (Industrials)	231.42	0.2%	7.0%	6.8%	-6.6%	-0.7%	-3.8%	-5.1%	2.0%	8.9%	70.7%	0.7%	27.7%	-10.3%	Mar '22
Honeywell (Industrials)	222.88	0.3%	4.6%	15.3%	10.5%	-2.1%	9.6%	10.0%	-0.8%	21.8%	95.6%	15.4%	36.0%	-5.1%	Dec '24
Apple (IT)	211.26	-0.09%	6.6%	8.9%	-13.5%	-5.9%	11.8%	30.7%	-15.4%	47.5%	182.5%	18.3%	54.9%	-18.2%	Dec '24
Microsoft (IT)	454.27	0.3%	3.7%	22.5%	11.7%	10.1%	8.7%	12.9%	8.2%	78.5%	159.6%	39.8%	105.9%	-2.1%	Jul '24
Nvidia (IT)	135.40	0.4%	16.1%	29.6%	-2.5%	-4.6%	43.5%	171.2%	0.8%	685.5%	1500.6%	350.3%	1078.7%	-9.4%	Jan '25
Broadcom (IT)	228.61	-1.7%	9.8%	30.9%	-1.6%	39.5%	63.9%	110.5%	-1.1%	318.2%	897.4%	269.8%	456.6%	-8.0%	Dec '24
Adobe (IT)	417.13	3.1%	8.8%	21.2%	-9.4%	-17.1%	-13.6%	-25.5%	-6.2%	3.5%	14.2%	-26.1%	45.8%	-39.4%	Nov '21
Oracle (IT)	160.49	0.7%	6.8%	23.7%	-7.5%	-12.1%	32.8%	60.0%	-3.1%	140.3%	226.6%	92.0%	160.1%	-16.1%	Nov '24
salesforce.com (IT)	291.15	0.1%	5.7%	16.5%	-10.7%	-10.2%	2.9%	27.8%	-12.8%	78.7%	71.2%	14.8%	106.1%	-20.6%	Dec '24
Linde PLC (Materials)	457.77	0.8%	1.1%	2.2%	0.5%	2.6%	7.9%	3.2%	9.7%	54.0%	169.2%	41.3%	74.2%	-5.3%	Oct '24
Sherwin-Williams (Materials)	363.51	0.6%	3.3%	9.7%	2.1%	-3.9%	16.5%	9.9%	7.2%	37.7%	100.5%	10.4%	84.6%	-8.9%	Nov '24
American Tower (Real Estate)	213.38	0.8%	-3.0%	-2.1%	13.6%	10.5%	13.1%	-12.2%	17.3%	2.0%	6.4%	-17.6%	26.1%	-21.5%	Sep '21
Prologis Inc. (Real Estate)	110.55	1.2%	3.4%	10.2%	-7.7%	-0.8%	3.2%	-18.1%	5.5%	-3.5%	51.4%	-26.4%	18.7%	-30.2%	Apr '22
NextEra Energy (Utilities)	75.00	0.6%	6.7%	14.3%	11.1%	-0.3%	0.9%	21.5%	5.5%	15.9%	48.5%	-10.8%	10.5%	-12.5%	Dec '21
Duke Energy (Utilities)	116.26	0.3%	-3.4%	-3.4%	4.2%	4.6%	16.3%	15.6%	8.9%	18.2%	73.4%	28.0%	49.9%	-6.3%	Apr '25

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.29	p	EOD	0.5%	2.0%	0.7%	2.5%	6.1%	4.7%	2.5%	12.8%	12.6%	1.5%	21.6%	New Peak	May '25
Moderate-60% Stock	59.49		0.3%	2.4%	7.1%	0.8%	4.1%	9.2%	10.7%	4.2%	29.2%	53.3%	12.5%	42.8%	New Peak	May '25
Mod Agg-80% Stock	46.22	p	EOD	2.8%	8.9%	0.4%	4.5%	10.4%	13.1%	4.6%	36.5%	73.3%	16.1%	52.5%	New Peak	May '25
Aggressive-90% Stock	27.51	p	EOD	3.0%	9.9%	-0.7%	3.6%	8.6%	12.6%	4.1%	36.2%	78.2%	13.3%	51.3%	-1.1%	Feb '25

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bitcoin	103448.00	-0.3%	0.5%	23.1%	7.6%	14.2%	58.6%	121.1%	10.7%	246.4%	1003.2%	122.7%	440.0%	-2.5%	Jan '25
Ethereum	2543.06	-0.1%	8.4%	61.1%	-4.5%	-18.8%	-13.7%	46.1%	-23.7%	25.7%	1167.2%	-32.4%	96.4%	-47.2%	Nov '21
BNB	644.89	-1.0%	-3.3%	10.7%	-4.3%	3.6%	13.3%	124.4%	-8.0%	116.6%	3917.5%	25.9%	138.0%	-14.0%	Dec '24
Solana	167.08	-1.1%	-3.3%	27.1%	-11.4%	-22.6%	5.0%	86.5%	-11.7%	211.5%	27787.9%	-1.9%	436.1%	-36.2%	Jan '25
Bitcoin ETF	59.20	0.9%	0.9%	23.4%	7.0%	13.6%	59.4%	-	11.6%	-	-	-	-	-2.5%	Dec '24
Grayscale Bitcoin (hi fee)	82.13	0.9%	0.8%	23.3%	6.6%	12.8%	41.6%	113.8%	11.0%	338.0%	643.3%	139.7%	632.6%	-3.0%	Dec '24
Bloomberg Commodities	20.44	-0.7%	-1.6%	-1.1%	-3.7%	7.2%	1.4%	5.5%	3.5%	-13.1%	84.3%	14.2%	-0.9%	-16.8%	Jun '22

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
30 Year Treasury rate	4.90	-0.4%	1.4%	3.2%	4.4%	6.5%	8.4%	19.1%	2.4%	58.9%	271.4%	143.0%	26.1%	-67.8%	Oct '81
10yr Treasury rate	4.44	-0.3%	1.5%	3.8%	-0.7%	0.3%	1.5%	18.3%	-2.9%	54.4%	593.9%	172.8%	13.8%	-72.0%	Sep '81
5yr Treasury rate	4.06	-0.2%	1.9%	4.0%	-6.0%	-5.4%	-7.6%	14.1%	-7.2%	44.1%	1219.5%	197.7%	-1.2%	-75.0%	Sep '81
13-week T-bill	4.24	-0.5%	0.5%	0.7%	0.6%	-3.6%	-19.2%	-18.8%	0.7%	332.3%	4013.6%	7894.3%	19.9%	-75.3%	Dec '80
Crude Oil	62.49	1.4%	2.4%	0.0%	-11.3%	-6.8%	-21.1%	0.1%	-12.9%	-45.3%	112.3%	-17.9%	-28.4%	-57.0%	Jul '08
Gold	3205.30	-0.5%	-3.9%	-3.6%	10.7%	24.9%	34.7%	27.5%	21.9%	76.7%	82.8%	78.1%	91.9%	-6.0%	May '25
EUR/USD	1.12	-0.2%	-0.7%	-2.0%	6.4%	6.0%	2.8%	-6.0%	7.3%	7.0%	3.3%	-1.8%	15.0%	-30.2%	Apr '08
USD/JPY	145.58	-0.02%	0.2%	2.6%	-4.4%	-7.0%	-6.3%	11.0%	-7.3%	12.9%	35.6%	26.4%	-0.8%	-9.9%	Jul '24
S&P 500 Volatility Index	17.24	-3.3%	-21.3%	-47.2%	16.7%	6.8%	38.8%	39.4%	-0.6%	-37.2%	-45.9%	3.9%	-48.6%	-79.2%	Mar '20

Core Bond Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.44		0%	0.2%	0.6%	1.3%	2.8%	6.7%	6.5%	2.1%	16.7%	19.0%	12.9%	17.9%	New Peak	May '25
Interm Muni- JPMorgan	49.55		0.10%	0.1%	1.3%	-0.7%	-0.3%	1.5%	1.9%	-0.1%	10.3%	6.8%	-0.1%	10.9%	-1.6%	Feb '25
Interm Bond- Janus MSB	44.39		0.09%	-0.2%	0.0%	0.9%	2.4%	5.0%	1.5%	2.2%	4.6%	-1.6%	-3.2%	12.6%	-4.1%	Aug '21
Interm Bond- Vanguard	75.87		0.03%	-0.1%	-0.1%	1.7%	2.8%	5.6%	1.6%	2.9%	6.6%	-2.5%	-3.2%	13.7%	-6.2%	Aug '20
Multisector Bond- Intrepid	8.93	p	EOD	1.0%	2.3%	0.1%	2.8%	8.1%	10.4%	1.7%	22.1%	51.3%	20.6%	26.7%	-0.4%	Feb '25
Int’l Bond- JPMorgan	48.02		0.3%	0.2%	1.2%	1.5%	3.3%	6.5%	3.5%	3.3%	16.9%	20.1%	8.6%	22.0%	-0.2%	May '25
Long Bond- Vanguard	73.56		0.4%	0.5%	0.2%	-1.7%	-1.4%	1.1%	-1.9%	0.2%	3.3%	-9.7%	-17.4%	16.6%	-20.7%	Sep '21
Long CA Muni- PIMCO	9.19	p	EOD	-0.2%	0.8%	-1.4%	-1.1%	0.9%	2.9%	-0.9%	11.7%	8.8%	-1.2%	13.5%	-2.8%	Dec '24
Long Muni- iShares	55.82		0.02%	0.1%	1.2%	-1.1%	-1.4%	0.4%	1.6%	-1.6%	7.9%	0.8%	-3.1%	8.2%	-3.4%	Aug '21

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Performance Range:

1)% Below Peak is the worst case performance loss of a holding in your portfolio or book of business. 2) Click a name to draw a chart. 3) Click to search funds. Performance metrics include dividends & distributions.

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performance monitoring, and client presentations.
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