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S&P 500 (Large Cap)

Return

60.1%

[

12.0%

annualized]

Dec 31 2020 - Feb 21 2025

-2.1%

Below
Peak
Feb '25

DJIA (Large Value)

Return

41.9%

[

8.8%

annualized]

Dec 31 2020 - Feb 21 2025

-3.5%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

11.2%

[

2.6%

annualized]

Dec 31 2020 - Feb 21 2025

-10.1%

Below
Peak
Nov '21

Performance Range:

As of Feb 21 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)	6013.13	-1.7%	-1.7%	-1.2%	0.7%	7.9%	18.2%	23.3%	2.2%	39.7%	80.2%	25.4%	68.1%	-2.1%	Feb '25
DJIA (Large Value)	43428.02	-1.7%	-2.5%	-1.7%	-2.0%	6.7%	11.2%	12.9%	2.1%	29.3%	49.8%	18.7%	48.7%	-3.5%	Dec '24
Russell 2000 (Small Cap)	2195.35	-2.9%	-3.7%	-4.7%	-8.8%	2.1%	9.0%	10.0%	-1.6%	10.9%	30.8%	-3.4%	30.1%	-10.1%	Nov '21
NASDAQ Comp (Tech/Growth)	19524.01	-2.2%	-2.5%	-2.4%	2.7%	10.8%	21.7%	28.6%	1.1%	45.9%	103.9%	23.3%	87.4%	-3.2%	Dec '24
Aggregate Bond	98.02	0.4%	0.3%	1.4%	1.2%	-0.4%	4.9%	1.3%	1.5%	-1.9%	-2.6%	-4.9%	11.1%	-7.6%	Aug '20
Muni ~7yrs	107.08	0.2%	0.4%	1.0%	0.3%	0.8%	2.5%	1.3%	0.8%	2.8%	3.6%	-0.1%	10.4%	-0.9%	Dec '24
Corp Bond	108.25	0.4%	0.2%	1.5%	0.9%	-0.8%	5.0%	0.9%	1.7%	-1.4%	-2.8%	-6.9%	18.0%	-9.7%	Sep '21
High Yield Bond	79.65	-0.2%	-0.1%	0.6%	1.6%	4.3%	9.9%	8.5%	1.7%	14.9%	17.8%	9.6%	28.3%	-0.2%	Feb '25
Preferred	31.63	-0.06%	-0.5%	-0.6%	-1.7%	1.4%	5.4%	7.2%	1.2%	5.5%	9.4%	-3.1%	19.0%	-3.8%	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	88.07	-1.8%	-2.0%	-0.8%	-5.9%	-2.8%	3.9%	0.1%	4.7%	13.3%	61.6%	4.8%	34.5%	-9.3%	Oct '24
Consumer Discretionary/Cyclical	218.39	-2.6%	-3.8%	-5.1%	0.3%	19.0%	20.9%	26.5%	-2.7%	28.2%	74.9%	6.5%	60.2%	-8.6%	Dec '24
Financial Services	50.75	-1.2%	-2.0%	0.7%	0.5%	16.1%	28.5%	30.6%	5.0%	37.4%	82.0%	35.7%	74.5%	-2.8%	Feb '25
Real Estate	91.64	-1.0%	0.0%	2.1%	-3.9%	0.6%	12.3%	4.8%	2.9%	1.5%	11.1%	-10.4%	31.6%	-11.1%	Dec '21
Communication Services	103.02	-1.4%	-2.2%	3.8%	6.6%	19.2%	30.3%	34.7%	6.4%	59.1%	92.1%	35.7%	121.3%	-2.2%	Feb '25
Energy	90.93	-2.1%	1.0%	-0.9%	-5.7%	3.8%	8.6%	5.6%	6.2%	51.7%	109.4%	77.5%	22.8%	-5.7%	Nov '24
Industrials	134.84	-2.2%	-2.0%	-3.9%	-5.0%	6.2%	14.4%	17.3%	2.3%	45.5%	75.3%	35.0%	65.1%	-5.9%	Nov '24
Technology	234.87	-2.7%	-2.1%	-2.7%	0.7%	6.9%	14.9%	21.6%	1.0%	59.5%	147.1%	37.2%	105.2%	-3.0%	Feb '25
Consumer Staples/Defensive	82.18	1.2%	1.9%	6.4%	1.2%	2.0%	13.3%	12.2%	4.5%	18.0%	45.1%	15.4%	29.1%	-1.2%	Sep '24
Healthcare	146.43	-0.5%	1.1%	3.0%	2.0%	-4.6%	1.1%	2.5%	6.4%	20.8%	53.3%	10.1%	24.6%	-6.1%	Sep '24
Utilities	80.27	0.02%	1.5%	2.5%	-0.6%	8.3%	34.6%	23.3%	6.1%	33.3%	33.9%	24.4%	40.2%	-2.4%	Nov '24

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	122.13	-1.4%	-1.2%	0.6%	2.3%	6.8%	16.4%	17.4%	3.9%	32.3%	65.9%	21.2%	64.7%	-1.6%	Feb '25
MSCI Emerging Markets	44.90	-0.3%	1.1%	5.5%	5.5%	5.9%	13.2%	6.5%	7.4%	0.6%	15.7%	-1.8%	38.4%	-15.0%	Feb '21
FTSE Europe	69.93	-0.4%	-0.4%	5.3%	9.1%	1.9%	10.7%	1.9%	10.2%	21.4%	41.9%	12.3%	64.5%	-1.4%	Sep '24
MSCI Japan	69.09	-0.9%	-0.4%	2.7%	3.3%	-0.2%	2.6%	7.0%	3.0%	15.7%	33.2%	9.0%	48.4%	-3.9%	Sep '24
MSCI India	49.30	-1.6%	-0.6%	-2.6%	-8.4%	-12.5%	-4.0%	8.6%	-6.3%	12.2%	52.7%	6.8%	22.7%	-16.1%	Sep '24
MSCI China	55.77	1.9%	4.3%	20.4%	22.3%	35.2%	43.5%	17.7%	19.0%	0.6%	-4.3%	-4.0%	47.5%	-37.4%	Feb '21
International Bond	49.20	0.5%	0.0%	0.8%	0.8%	1.8%	5.6%	3.6%	0.5%	2.0%	-1.3%	-0.9%	14.7%	-3.6%	Dec '20
iShares Latin America	23.47	-2.9%	-2.7%	5.7%	1.1%	-5.2%	-11.9%	-23.1%	12.2%	11.2%	5.2%	27.0%	14.1%	-26.6%	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	551.75	-1.7%	-1.6%	-1.1%	1.1%	8.6%	19.8%	25.0%	2.4%	46.2%	94.6%	31.5%	74.2%	-2.1%	Feb '25
US Large Growth	404.88	-2.3%	-2.8%	-2.6%	2.8%	11.5%	22.8%	33.1%	0.8%	58.7%	122.9%	34.3%	97.3%	-3.3%	Dec '24
US Large Value	192.64	-1.4%	-0.9%	0.0%	-2.1%	6.1%	15.1%	14.2%	4.1%	28.0%	55.4%	21.6%	47.6%	-3.1%	Nov '24

US MidCap Blend	270.43	-1.9%	-1.9%	-2.3%	-3.7%	7.6%	15.5%	15.3%	2.4%	24.8%	58.6%	11.9%	49.3%	-4.6%	Nov '24
US MidCap Growth	261.91	-2.7%	-4.0%	-3.5%	-2.3%	12.2%	16.4%	16.4%	3.2%	26.7%	61.0%	6.6%	57.3%	-5.4%	Feb '25
US MidCap Value	164.84	-1.1%	-0.1%	-1.0%	-4.8%	3.6%	14.6%	14.0%	1.9%	22.6%	53.7%	17.4%	42.0%	-5.9%	Nov '24

US Small Blend	239.61	-2.6%	-3.4%	-4.6%	-6.7%	5.9%	12.4%	14.2%	-0.3%	23.1%	53.0%	10.3%	43.2%	-8.1%	Nov '24
US Small Growth	283.19	-3.6%	-4.2%	-5.9%	-8.4%	4.0%	10.9%	15.0%	-1.6%	18.2%	31.7%	-2.3%	38.7%	-13.6%	Feb '21
US Small Value	162.23	-2.2%	-3.1%	-3.3%	-8.7%	1.2%	9.8%	7.6%	-1.2%	11.6%	42.2%	2.6%	29.3%	-10.1%	Nov '24

Foreign Large Blend	81.54	-0.6%	-0.5%	4.3%	6.6%	1.6%	8.8%	3.5%	7.8%	19.6%	38.0%	12.4%	56.3%	-2.1%	Sep '24
Foreign Growth	103.94	-0.7%	-0.7%	2.8%	5.8%	-0.8%	3.9%	1.5%	7.3%	13.1%	28.9%	-1.7%	48.9%	-4.0%	Sep '21
Foreign Value	56.89	-0.4%	-0.4%	5.8%	7.2%	4.1%	14.0%	5.4%	8.4%	26.1%	43.7%	27.5%	63.7%	-1.0%	Feb '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	24.27	-0.02%	-0.1%	0.0%	1.3%	3.8%	8.1%	8.3%	0.6%	22.2%	29.3%	21.7%	27.3%	-0.1%	Feb '25
Ultra Short- Janus AAA CLO	50.87	0%	0.0%	0.2%	1.3%	3.2%	6.9%	7.4%	0.7%	17.4%	-	17.5%	19.6%	-0.1%	Feb '25
Bank Loan- Invesco	21.04	-0.1%	-0.1%	-0.1%	0.9%	4.2%	7.8%	8.2%	0.4%	20.5%	24.0%	19.3%	25.3%	-0.2%	Feb '25
Interval CEF- Cliffwater	10.79	0.09%	0.2%	0.9%	2.7%	5.5%	12.5%	12.6%	1.6%	30.2%	51.7%	31.5%	28.2%	New Peak	Feb '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	46.78	-2.0%	-2.3%	-2.6%	-0.8%	6.4%	19.1%	27.9%	1.9%	65.0%	-	61.5%	78.4%	-3.3%	Jan '25
Int’l Min Volatility- Franklin	31.79	-0.3%	-0.4%	3.4%	3.4%	7.9%	16.8%	15.9%	4.2%	46.6%	54.6%	46.2%	56.9%	-1.0%	Feb '25
MidCap 30 - Hennessy (hi fee)	23.10	-2.4%	-4.1%	-6.9%	-9.0%	1.8%	22.8%	34.6%	-2.9%	82.6%	166.9%	75.6%	80.5%	-11.3%	Nov '24
Small Value- Avantis	93.91	-2.7%	-3.7%	-5.9%	-10.0%	2.2%	8.7%	9.3%	-2.7%	28.5%	100.0%	22.5%	40.6%	-11.4%	Nov '24
Mid Value- Pacer Cash Cows	57.88	-1.6%	-0.5%	-0.8%	-4.4%	3.6%	10.2%	10.6%	2.5%	31.0%	109.1%	29.9%	40.6%	-5.3%	Nov '24
Growth- S&P Momentum	99.91	-2.0%	-3.1%	-0.8%	4.7%	12.9%	31.4%	45.8%	5.2%	79.2%	137.3%	61.4%	98.4%	-3.2%	Feb '25
Invesco S&P Quality	70.13	-1.2%	-1.0%	1.3%	2.9%	7.5%	21.4%	25.4%	4.6%	49.2%	101.6%	37.5%	81.2%	-1.5%	Feb '25
Rotation Factor- BlackRock	52.53	-1.5%	-2.2%	-1.0%	1.0%	9.8%	23.3%	30.3%	2.5%	65.0%	99.6%	44.4%	95.6%	-2.2%	Feb '25
US Min Volatility- Fidelity	62.35	-1.1%	-0.5%	1.2%	1.0%	5.9%	14.1%	16.1%	2.9%	38.3%	65.7%	25.2%	52.7%	-1.5%	Feb '25
Derivative Income- JPMorgan	59.13	-1.0%	-0.1%	1.0%	0.2%	6.2%	12.1%	12.6%	3.4%	31.1%	-	23.9%	41.4%	-1.0%	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	15.01	-0.6%	-0.1%	-0.1%	0.7%	7.4%	7.3%	12.1%	1.1%	25.6%	29.8%	22.9%	22.4%	-1.3%	Feb '25
Multistrategy- AQR	12.89	-0.5%	-0.2%	2.9%	5.5%	8.3%	12.6%	13.3%	4.7%	38.6%	-	47.8%	32.1%	-0.8%	Feb '25
Long Short- AQR	17.02	-0.8%	-1.3%	2.7%	7.8%	15.7%	29.3%	30.5%	6.2%	79.0%	134.9%	104.1%	94.7%	-1.4%	Feb '25
Mkt Neutral- BlackRock	13.53	-0.7%	-1.3%	-2.3%	2.1%	4.4%	15.8%	21.4%	0.2%	40.6%	45.6%	43.2%	43.7%	-3.5%	Feb '25
Multi Strategy- Variant	27.17	0.04%	0.1%	0.6%	1.8%	3.9%	4.8%	5.1%	1.0%	20.9%	43.2%	22.4%	18.2%	New Peak	Feb '25
Long Short- First Trust	66.63	-1.5%	-1.7%	-2.1%	2.0%	5.9%	12.7%	18.8%	1.2%	40.5%	58.8%	33.3%	47.4%	-2.3%	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)	179.66	-2.7%	-3.0%	-9.4%	9.2%	10.0%	25.1%	36.0%	-5.1%	38.9%	143.1%	24.4%	84.8%	-12.9%	Feb '25
Meta (Communications)	683.55	-1.6%	-7.2%	9.6%	22.3%	28.7%	41.0%	66.0%	16.7%	239.5%	226.5%	102.7%	438.2%	-7.2%	Feb '25
Amazon (Cyclical)	216.58	-2.8%	-5.3%	-7.8%	9.9%	23.0%	24.1%	44.4%	-1.3%	44.2%	106.7%	27.1%	91.8%	-10.5%	Feb '25
Tesla (Cyclical)	337.80	-4.7%	-5.1%	-18.6%	-4.2%	60.4%	71.1%	62.5%	-16.4%	23.4%	462.4%	-15.5%	55.5%	-29.6%	Dec '24
Procter & Gamble (Defensive)	170.23	1.8%	4.5%	4.0%	-2.8%	1.2%	8.6%	17.3%	2.2%	16.2%	52.0%	13.2%	45.7%	-4.7%	Dec '24
PepsiCo (Defensive)	153.50	3.0%	7.1%	3.7%	-4.4%	-11.2%	-5.8%	-7.6%	0.9%	-0.6%	21.5%	-3.3%	-3.2%	-17.5%	May '23
Coca-Cola (Defensive)	71.35	1.9%	3.6%	15.5%	12.5%	4.4%	20.2%	8.9%	14.6%	25.4%	38.6%	31.7%	38.5%	-0.9%	Sep '24
Exxon Mobil (Energy)	110.69	-1.2%	2.3%	2.0%	-8.3%	-1.9%	9.2%	11.3%	3.8%	60.6%	137.3%	95.4%	22.3%	-10.2%	Oct '24
Chevron (Energy)	156.92	-1.2%	1.0%	0.3%	-3.4%	8.8%	4.2%	1.3%	8.3%	31.7%	77.7%	47.8%	8.7%	-9.4%	Jan '23
JPMorgan Chase (Financial)	264.24	-1.0%	-4.5%	0.5%	6.9%	23.4%	47.6%	44.3%	10.8%	89.1%	124.5%	78.7%	170.3%	-5.6%	Feb '25
Visa (Financial)	348.53	-0.6%	-1.5%	7.9%	12.6%	30.5%	23.7%	22.3%	10.5%	61.2%	73.0%	61.3%	99.4%	-2.3%	Feb '25
Mastercard (Financial)	557.51	-1.0%	-1.3%	5.8%	7.2%	19.3%	18.9%	24.2%	6.0%	54.1%	68.8%	53.2%	99.4%	-2.0%	Feb '25
Bank of America (Financial)	44.81	-1.1%	-4.6%	-2.1%	-4.1%	15.6%	36.7%	33.9%	2.0%	6.4%	47.7%	5.0%	59.6%	-6.1%	Feb '25
UnitedHealth (Health)	466.42	-7.2%	-10.9%	-10.3%	-20.8%	-18.8%	-10.0%	-2.4%	-7.8%	5.3%	66.5%	-3.0%	-3.5%	-25.1%	Nov '24
Johnson & Johnson (Health)	162.30	1.6%	3.9%	11.7%	5.4%	1.5%	3.6%	-4.8%	12.2%	9.2%	24.4%	3.2%	6.7%	-5.4%	Apr '22
Eli Lilly (Health)	873.68	0.06%	3.5%	15.9%	16.8%	-8.3%	14.1%	33.3%	13.2%	274.9%	552.9%	231.3%	174.4%	-8.8%	Aug '24
Union Pacific (Industrials)	245.55	-0.8%	-1.5%	4.1%	1.9%	1.6%	-1.4%	-5.1%	7.7%	6.9%	50.8%	6.2%	34.8%	-5.3%	Mar '22
Honeywell (Industrials)	211.94	0.3%	4.5%	-5.0%	-7.5%	6.4%	7.8%	10.0%	-6.2%	23.7%	30.7%	9.2%	28.7%	-10.2%	Dec '24
Apple (IT)	245.55	-0.11%	0.4%	9.8%	6.9%	9.6%	33.8%	30.7%	-1.8%	51.9%	223.2%	37.3%	79.9%	-5.1%	Dec '24
Microsoft (IT)	408.21	-1.9%	-0.1%	-8.5%	-2.1%	-1.6%	-0.3%	12.9%	-3.2%	45.3%	138.3%	25.1%	84.3%	-12.4%	Jul '24
Nvidia (IT)	134.43	-4.1%	-3.2%	-8.6%	-5.3%	8.7%	71.2%	171.2%	0.1%	475.7%	1736.2%	347.0%	1070.1%	-10.0%	Jan '25
Broadcom (IT)	218.66	-3.6%	-6.2%	-9.2%	33.5%	35.5%	69.8%	110.5%	-5.7%	305.1%	727.2%	252.7%	430.8%	-12.3%	Dec '24
Adobe (IT)	444.32	-2.3%	-3.4%	1.6%	-13.2%	-20.3%	-17.3%	-25.5%	-0.1%	1.4%	19.1%	-21.3%	55.3%	-35.5%	Nov '21
Oracle (IT)	167.81	-4.7%	-3.6%	-8.9%	-12.5%	22.1%	52.8%	60.0%	0.9%	136.4%	230.9%	100.1%	171.0%	-12.6%	Nov '24
salesforce.com (IT)	309.80	-2.7%	-5.1%	-6.9%	-9.3%	20.1%	6.1%	27.8%	-7.3%	59.7%	64.4%	21.9%	118.9%	-15.7%	Dec '24
Linde PLC (Materials)	458.00	-0.8%	0.2%	3.5%	1.0%	-0.2%	3.7%	3.2%	9.4%	62.6%	125.6%	40.9%	73.7%	-5.6%	Oct '24
Sherwin-Williams (Materials)	344.57	-1.6%	-3.4%	-3.7%	-11.3%	-3.5%	8.4%	9.9%	1.4%	35.4%	88.5%	4.5%	74.6%	-13.8%	Nov '24
American Tower (Real Estate)	191.55	-0.4%	1.1%	3.4%	-5.4%	-11.6%	5.3%	-12.2%	4.4%	-8.0%	-11.6%	-26.6%	12.2%	-30.1%	Sep '21
Prologis Inc. (Real Estate)	120.97	0.06%	0.1%	5.1%	5.4%	-2.4%	-6.4%	-18.1%	14.4%	-7.5%	39.0%	-20.1%	28.7%	-24.3%	Apr '22
NextEra Energy (Utilities)	71.58	2.1%	5.2%	4.5%	-5.8%	-8.1%	30.0%	21.5%	-0.2%	4.9%	16.0%	-15.6%	4.6%	-17.1%	Dec '21
Duke Energy (Utilities)	115.55	2.1%	3.5%	6.2%	0.7%	4.0%	29.1%	15.6%	7.2%	29.9%	36.9%	26.1%	47.6%	-3.4%	Oct '24

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	15.28	0%	-0.1%	1.0%	1.2%	1.3%	7.0%	4.7%	1.7%	4.9%	9.0%	0.6%	20.6%	-0.5%	Nov '21
Moderate-60% Stock	58.93	-0.7%	-0.6%	0.9%	1.7%	3.8%	11.5%	10.7%	2.8%	18.3%	35.7%	10.9%	40.8%	-0.8%	Feb '25
Mod Agg-80% Stock	45.59	-1.0%	-1.0%	0.6%	1.7%	5.0%	13.3%	13.1%	3.2%	23.5%	49.0%	14.5%	50.4%	-1.2%	Feb '25
Aggressive-90% Stock	27.34	-1.3%	-1.3%	0.0%	1.3%	4.9%	12.2%	12.6%	3.4%	23.1%	53.8%	12.6%	50.4%	-1.7%	Feb '25

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	96570.20	p	EOD	0.0%	-6.8%	-2.5%	59.9%	88.2%	121.1%	3.4%	152.2%	899.4%	107.9%	404.1%	-9.0%	Jan '25
Ethereum	2739.92		3.0%	1.7%	-15.4%	-17.8%	4.5%	-7.8%	46.1%	-17.8%	3.8%	944.5%	-27.2%	111.6%	-43.1%	Nov '21
BNB	655.88		1.4%	-1.0%	-5.6%	3.5%	12.5%	71.7%	124.4%	-6.4%	75.2%	2885.6%	28.1%	142.0%	-12.6%	Dec '24
Solana	173.86		2.9%	-10.6%	-32.4%	-32.2%	21.4%	71.0%	86.5%	-8.1%	101.1%	-	2.1%	457.9%	-33.6%	Jan '25
Bitcoin ETF	53.92		-3.8%	-2.5%	-9.2%	-4.5%	57.0%	81.4%	-	1.6%	-	-	-	-	-11.2%	Dec '24
Grayscale Bitcoin (hi fee)	75.06		-3.8%	-2.5%	-9.2%	-4.8%	56.2%	61.6%	113.8%	1.4%	189.5%	498.8%	119.0%	569.6%	-11.4%	Dec '24

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	4.67	-1.5%	-0.5%	-3.0%	1.6%	12.9%	4.6%	19.1%	-2.4%	107.2%	143.4%	131.6%	20.2%	-69.3%	Oct '81
10yr Treasury rate	4.42	-1.8%	-1.2%	-3.9%	0.2%	14.4%	2.1%	18.3%	-3.3%	126.9%	200.5%	171.5%	13.3%	-72.1%	Sep '81
5yr Treasury rate	4.26	-1.9%	-1.5%	-3.8%	-0.9%	14.2%	-1.7%	14.1%	-2.8%	128.2%	223.1%	211.9%	3.6%	-73.8%	Sep '81
13-week T-bill	4.20	-0.2%	-0.4%	-0.4%	-4.9%	-16.5%	-19.8%	-18.8%	-0.3%	1171.8%	176.5%	7818.9%	18.8%	-75.5%	Dec '80
Crude Oil	70.40	-3.0%	-0.5%	-6.7%	-1.2%	-3.6%	-10.4%	0.1%	-1.8%	-23.8%	31.9%	-7.5%	-19.3%	-51.5%	Jul '08
Gold	2937.60	-0.08%	1.9%	6.1%	8.4%	18.5%	45.4%	27.5%	11.7%	54.1%	78.6%	63.3%	75.9%	-0.1%	Feb '25
EUR/USD	1.05	0.8%	0.4%	0.9%	0.3%	-5.5%	-3.0%	-6.0%	0.9%	-7.2%	-2.7%	-7.7%	8.2%	-34.3%	Apr '08
USD/JPY	149.41	-1.2%	-2.3%	-4.1%	-3.1%	2.2%	-0.6%	11.0%	-4.8%	30.4%	33.5%	29.8%	1.8%	-7.6%	Jul '24
S&P 500 Volatility Index	18.21	16.3%	23.3%	20.6%	19.5%	3.8%	25.2%	39.4%	5.0%	-36.8%	6.6%	9.7%	-45.8%	-78.0%	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	50.46	0.06%	0.2%	0.7%	1.6%	2.4%	6.9%	6.5%	1.0%	13.0%	16.8%	11.6%	16.6%	-0.1%	Feb '25
Interm Muni- JPMorgan	50.46	0.2%	0.2%	0.8%	0.6%	0.9%	3.0%	1.9%	0.9%	4.3%	5.0%	0.9%	12.0%	-0.5%	Dec '24
Interm Bond- Janus MSB	44.77	0.5%	0.5%	1.7%	1.5%	-0.3%	6.0%	1.5%	1.8%	-1.0%	0.5%	-3.6%	12.1%	-4.5%	Aug '21
Interm Bond- Vanguard	75.59	0.4%	0.4%	1.5%	1.2%	-0.7%	5.1%	1.6%	1.5%	-1.6%	-1.3%	-4.5%	12.2%	-7.4%	Aug '20
Multisector Bond- Intrepid	9.12	0.11%	0.1%	0.9%	2.5%	5.1%	10.7%	10.4%	1.7%	21.3%	43.6%	20.6%	26.8%	New Peak	Feb '25
Int’l Bond- JPMorgan	47.94	0.2%	0.0%	1.2%	1.6%	2.1%	5.7%	3.5%	1.8%	10.2%	13.0%	7.1%	20.3%	New Peak	Feb '25
Long Bond- Vanguard	76.01	0.5%	0.2%	1.8%	0.4%	-2.5%	3.8%	-1.9%	2.1%	-8.4%	-12.3%	-15.7%	18.9%	-19.2%	Sep '21
Long CA Muni- PIMCO	9.43	0.11%	0.2%	0.9%	0.4%	0.9%	3.8%	2.9%	0.7%	4.0%	6.6%	0.4%	15.3%	-1.1%	Dec '24
Long Muni- iShares	57.11	0.3%	0.4%	0.7%	-0.1%	0.6%	1.8%	1.6%	-0.1%	1.9%	1.3%	-1.6%	9.9%	-2.0%	Aug '21

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BelowPeak Nov '21

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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Dec '24

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