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S&P 500

Return

82.3%

[

13.0%

annualized]

Dec 31 2020 - Nov 28 2025

-0.6%

Below
Peak
Oct '25

DJIA (Large Value)

Return

55.9%

[

9.5%

annualized]

Dec 31 2020 - Nov 28 2025

-1.1%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

26.6%

[

4.9%

annualized]

Dec 31 2020 - Nov 28 2025

-0.8%

Below
Peak
Oct '25

Performance Range:

As of Nov 30 04:30 PM EDT, next update at 04:40 PM

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	6849.09	p	EOD	3.7%	0.4%	6.0%	15.9%	13.5%	23.3%	16.4%	67.9%	89.1%	42.8%	91.5%	-0.6%	Oct '25
DJIA (Large Value)	47716.42	p	EOD	3.2%	0.4%	4.8%	12.9%	6.2%	12.9%	12.2%	37.9%	61.0%	30.4%	63.4%	-1.1%	Nov '25
Russell 2000 (Small Cap)	2500.43	p	EOD	5.5%	1.4%	5.7%	21.0%	2.7%	10.0%	12.1%	32.5%	37.4%	10.0%	48.2%	-0.8%	Oct '25
NASDAQ Comp (Tech/Growth)	23365.69	p	EOD	4.9%	-0.9%	8.9%	22.2%	21.6%	28.6%	21.0%	103.7%	91.5%	47.6%	124.3%	-2.5%	Oct '25
Aggregate Bond	100.82	p	EOD	0.4%	0.5%	2.4%	4.8%	5.7%	1.3%	7.5%	14.1%	-1.6%	0.8%	17.7%	-1.7%	Dec '20
Corp Bond	111.86	p	EOD	0.8%	0.5%	3.0%	6.1%	5.8%	0.9%	8.7%	18.1%	-3.2%	-0.5%	26.2%	-3.4%	Sep '21
High Yield Bond	80.99	p	EOD	0.8%	0.7%	1.6%	4.8%	7.2%	8.0%	8.1%	27.8%	22.5%	15.9%	35.7%	New Peak	Nov '25
Preferred	30.95	p	EOD	1.6%	-0.6%	0.0%	5.8%	0.3%	7.2%	4.0%	18.3%	9.6%	0.4%	23.3%	-2.6%	Sep '25

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	89.40	p	EOD	3.5%	3.7%	-2.7%	4.6%	-3.8%	0.1%	7.8%	14.7%	39.1%	7.9%	38.5%	-6.6%	Oct '24
Consumer Discretionary/Cyclical	236.46	p	EOD	4.9%	1.2%	2.2%	11.0%	7.3%	26.5%	6.1%	66.1%	56.5%	16.1%	74.6%	-2.4%	Nov '25
Financial Services	53.33	p	EOD	3.2%	2.1%	-0.9%	5.4%	5.4%	30.6%	11.5%	54.6%	108.9%	44.0%	85.3%	-1.5%	Sep '25
Real Estate	91.34	p	EOD	2.0%	2.7%	0.0%	4.3%	-3.2%	4.8%	5.6%	17.6%	31.8%	-8.0%	35.1%	-8.7%	Dec '21
Communication Services	115.39	p	EOD	3.1%	0.9%	4.0%	14.5%	18.6%	34.7%	20.3%	131.2%	85.0%	53.3%	150.0%	-3.0%	Sep '25
Energy	90.45	p	EOD	1.2%	3.4%	0.9%	12.8%	-2.2%	5.6%	8.2%	10.0%	198.7%	80.9%	25.2%	-3.9%	Nov '24
Industrials	153.69	p	EOD	2.7%	-0.6%	1.5%	8.4%	8.4%	17.3%	17.8%	58.4%	88.6%	55.5%	90.1%	-1.3%	Oct '25
Technology	286.22	p	EOD	4.8%	-4.7%	9.2%	24.3%	23.2%	21.6%	23.7%	115.4%	141.2%	68.0%	151.3%	-5.9%	Oct '25
Consumer Staples/Defensive	79.37	p	EOD	1.9%	3.8%	-1.1%	-2.9%	-2.1%	12.2%	2.9%	11.4%	35.3%	13.6%	27.1%	-4.0%	Aug '25
Healthcare	157.65	p	EOD	2.0%	9.3%	15.2%	20.0%	8.9%	2.5%	16.1%	19.2%	55.6%	20.2%	35.9%	-0.7%	Nov '25
Utilities	90.63	p	EOD	2.8%	1.0%	8.2%	12.2%	12.5%	23.3%	22.2%	39.2%	68.1%	43.4%	61.7%	-2.4%	Oct '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	141.47	p	EOD	3.4%	0.2%	6.0%	15.3%	18.1%	17.4%	21.3%	66.2%	76.7%	41.5%	92.3%	-0.8%	Oct '25
MSCI Emerging Markets	54.32	p	EOD	2.3%	-2.0%	8.9%	20.5%	28.9%	6.5%	31.1%	48.1%	24.8%	20.0%	69.1%	-3.0%	Oct '25
FTSE Europe	81.53	p	EOD	3.1%	1.1%	4.1%	8.1%	27.6%	1.9%	31.2%	58.0%	66.7%	33.7%	95.9%	-0.9%	Nov '25
MSCI Japan	83.01	p	EOD	2.2%	-0.2%	6.0%	12.9%	22.0%	7.0%	24.7%	57.0%	40.8%	32.0%	79.8%	-1.6%	Nov '25
MSCI India	54.71	p	EOD	0.9%	0.8%	5.3%	0.7%	0.6%	8.6%	3.9%	24.8%	61.3%	18.5%	36.2%	-6.9%	Sep '24
MSCI China	62.20	p	EOD	2.1%	-3.4%	1.5%	18.9%	35.3%	17.7%	34.0%	43.6%	-13.5%	8.1%	66.1%	-29.5%	Feb '21
International Bond	49.65	p	EOD	0.2%	-0.1%	1.3%	1.7%	2.6%	3.6%	3.4%	13.3%	-0.3%	1.9%	18.0%	-0.8%	Dec '20
iShares Latin America	31.15	p	EOD	4.5%	6.0%	14.9%	26.1%	43.2%	-23.1%	52.5%	47.6%	66.8%	72.6%	55.0%	New Peak	Nov '25

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	628.41	p	EOD	3.7%	0.5%	6.3%	16.7%	15.0%	25.0%	17.7%	75.2%	103.2%	51.2%	100.3%	-0.6%	Oct '25
US Large Growth	476.45	p	EOD	4.1%	-1.6%	7.0%	19.5%	20.1%	33.1%	19.0%	108.6%	112.5%	58.5%	132.8%	-3.1%	Oct '25
US Large Value	209.98	p	EOD	3.4%	3.0%	4.6%	12.3%	7.0%	14.2%	14.9%	40.2%	74.7%	34.3%	63.0%	New Peak	Nov '25

US MidCap Blend	292.15	p	EOD	3.4%	0.9%	1.1%	8.9%	4.3%	15.3%	11.9%	41.7%	57.9%	22.4%	63.2%	-1.4%	Oct '25
US MidCap Growth	283.31	p	EOD	3.8%	-2.2%	-1.9%	5.9%	5.3%	16.4%	12.2%	50.6%	44.2%	15.8%	70.9%	-5.0%	Oct '25
US MidCap Value	177.54	p	EOD	3.2%	3.1%	3.3%	11.1%	3.1%	14.0%	11.6%	33.5%	71.6%	28.6%	55.5%	New Peak	Nov '25

US Small Blend	258.75	p	EOD	4.6%	2.2%	2.8%	14.1%	0.8%	14.2%	8.8%	38.3%	53.2%	20.4%	56.2%	-0.5%	Oct '25
US Small Growth	328.12	p	EOD	6.4%	0.2%	6.8%	22.0%	4.8%	15.0%	14.4%	46.2%	28.9%	13.6%	61.3%	-2.1%	Oct '25
US Small Value	182.23	p	EOD	4.8%	3.1%	5.2%	21.9%	2.8%	7.6%	12.4%	29.4%	63.2%	16.7%	47.0%	New Peak	Nov '25

Foreign Large Blend	95.19	p	EOD	2.7%	0.5%	4.1%	9.0%	24.3%	3.5%	28.1%	54.0%	57.2%	33.4%	85.6%	-1.4%	Nov '25
Foreign Growth	114.05	p	EOD	2.8%	-1.5%	2.8%	4.9%	14.7%	1.5%	18.9%	37.2%	27.6%	8.9%	65.0%	-3.0%	Oct '25
Foreign Value	70.27	p	EOD	2.5%	2.4%	4.9%	12.8%	33.4%	5.4%	36.8%	71.1%	88.5%	61.0%	106.6%	-1.0%	Nov '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	23.78	p	EOD	0.6%	0.4%	0.1%	1.7%	4.2%	8.3%	3.8%	28.8%	32.9%	25.5%	31.3%	-0.5%	Sep '25
Ultra Short- Janus AAA CLO	50.73	p	EOD	0.1%	0.5%	1.2%	2.6%	5.2%	7.4%	4.6%	22.1%	23.9%	21.9%	24.1%	New Peak	Nov '25
Bank Loan- Invesco	20.92	p	EOD	0.5%	0.1%	1.2%	3.2%	5.8%	8.2%	5.3%	27.8%	29.9%	25.1%	31.4%	-0.2%	Nov '25
Interval CEF- Cliffwater	10.65	p	EOD	0.3%	0.9%	2.2%	4.3%	9.1%	12.6%	8.2%	34.9%	55.8%	40.1%	36.5%	New Peak	Nov '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	53.13	p	EOD	3.8%	0.3%	4.7%	15.4%	12.8%	27.9%	16.7%	77.8%	142.2%	84.9%	104.2%	-1.3%	Oct '25
Int’l Min Volatility- Franklin	36.95	p	EOD	1.1%	4.0%	7.6%	14.4%	24.2%	15.9%	24.8%	66.7%	112.2%	75.1%	88.0%	New Peak	Nov '25
MidCap 30 - Hennessy (hi fee)	24.48	p	EOD	5.8%	0.6%	1.4%	9.3%	13.3%	62.3%	2.9%	188.3%	327.5%	216.5%	225.3%	-5.1%	Dec '24
Small Value- Avantis	101.13	p	EOD	4.4%	3.9%	1.7%	15.8%	-2.4%	9.3%	6.2%	32.5%	107.5%	33.7%	53.4%	-3.3%	Nov '24
Mid Value- Pacer Cash Cows	59.80	p	EOD	3.0%	3.9%	3.5%	12.5%	-0.1%	10.6%	7.2%	28.2%	104.2%	35.9%	47.1%	-0.9%	Nov '24
Growth- S&P Momentum	120.12	p	EOD	5.1%	-1.4%	3.3%	14.4%	25.0%	45.8%	27.1%	111.0%	146.3%	95.1%	139.8%	-3.3%	Oct '25
Invesco S&P Quality	74.72	p	EOD	2.6%	0.8%	3.5%	6.9%	9.4%	25.4%	12.4%	67.3%	96.5%	47.7%	94.7%	-0.4%	Oct '25
Rotation Factor- BlackRock	60.83	p	EOD	3.8%	0.3%	6.5%	17.7%	16.7%	30.3%	19.8%	100.6%	119.2%	68.7%	128.6%	-0.7%	Oct '25
US Min Volatility- Fidelity	67.88	p	EOD	3.4%	3.1%	5.2%	11.9%	9.3%	16.1%	13.3%	47.2%	74.6%	37.9%	68.2%	New Peak	Nov '25
Derivative Income- JPMorgan	57.91	p	EOD	2.3%	2.4%	3.3%	7.7%	3.4%	12.6%	7.9%	30.7%	60.5%	29.3%	47.5%	New Peak	Nov '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	15.63	p	EOD	-0.3%	-0.4%	-2.3%	2.4%	4.9%	12.1%	5.3%	29.2%	34.4%	32.7%	32.2%	-2.8%	Aug '25
Multistrategy- AQR	14.17	p	EOD	0.9%	0.4%	4.7%	7.7%	16.6%	13.3%	15.1%	42.6%	89.7%	63.0%	45.7%	-1.0%	Nov '25
Long Short- AQR	20.59	p	EOD	1.7%	2.1%	6.9%	11.6%	30.0%	30.5%	28.5%	120.5%	249.3%	157.1%	145.2%	New Peak	Nov '25
Mkt Neutral- BlackRock	14.63	p	EOD	0.5%	0.6%	2.9%	5.0%	15.9%	21.4%	14.3%	61.8%	69.7%	63.4%	63.9%	-1.1%	Sep '25
Multi Strategy- Variant	26.76	p	EOD	0.1%	0.6%	2.2%	4.0%	7.2%	5.1%	6.5%	23.4%	46.4%	29.0%	24.7%	New Peak	Nov '25
Long Short- First Trust	71.56	p	EOD	1.9%	0.6%	6.0%	9.9%	9.4%	18.8%	9.6%	46.9%	75.7%	44.4%	59.6%	-0.6%	Nov '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)	320.18	p	EOD	6.8%	13.7%	50.5%	86.8%	90.3%	36.0%	69.7%	219.2%	267.5%	122.3%	230.5%	-1.0%	Nov '25
Meta (Communications)	647.95	p	EOD	9.0%	-2.8%	-12.2%	0.2%	13.2%	66.0%	10.9%	452.0%	135.4%	92.6%	411.3%	-17.9%	Aug '25
Amazon (Cyclical)	233.22	p	EOD	5.7%	4.6%	1.8%	13.8%	12.2%	44.4%	6.3%	141.6%	47.2%	36.9%	106.6%	-8.2%	Nov '25
Tesla (Cyclical)	430.17	p	EOD	10.0%	-2.3%	28.8%	24.2%	24.6%	62.5%	6.5%	120.9%	127.4%	7.6%	98.0%	-10.4%	Dec '24
Procter & Gamble (Defensive)	148.16	p	EOD	-1.8%	-0.9%	-5.0%	-11.6%	-15.2%	17.3%	-9.3%	7.1%	20.9%	0.5%	29.4%	-15.4%	Dec '24
PepsiCo (Defensive)	148.74	p	EOD	1.6%	0.8%	1.0%	15.5%	-5.5%	-7.6%	0.7%	-11.8%	20.0%	-3.5%	-3.4%	-17.6%	May '23
Coca-Cola (Defensive)	73.12	p	EOD	0.2%	6.0%	6.8%	2.9%	16.7%	8.9%	20.1%	24.9%	63.6%	38.0%	45.1%	New Peak	Nov '25
Exxon Mobil (Energy)	115.92	p	EOD	-1.0%	2.0%	2.3%	15.4%	1.9%	11.3%	11.7%	15.4%	272.0%	110.3%	31.6%	-3.4%	Oct '24
Chevron (Energy)	151.13	p	EOD	0.8%	-0.5%	-4.8%	13.0%	-2.3%	1.3%	9.2%	-6.5%	114.4%	48.9%	9.6%	-8.7%	Jan '23
JPMorgan Chase (Financial)	313.08	p	EOD	5.1%	1.2%	4.4%	19.7%	28.0%	44.3%	33.4%	144.0%	202.4%	115.1%	225.4%	-2.3%	Nov '25
Visa (Financial)	334.44	p	EOD	2.0%	-2.9%	-4.7%	-8.1%	6.9%	22.3%	6.6%	57.6%	64.9%	55.7%	92.4%	-10.1%	Jun '25
Mastercard (Financial)	550.53	p	EOD	1.9%	-0.6%	-7.4%	-5.7%	3.9%	24.2%	5.2%	57.2%	68.3%	51.9%	97.7%	-8.0%	Aug '25
Bank of America (Financial)	53.65	p	EOD	4.1%	1.2%	6.3%	23.0%	15.6%	33.9%	24.3%	53.4%	115.2%	27.9%	94.5%	-0.9%	Nov '25
UnitedHealth (Health)	329.77	p	EOD	3.1%	-4.3%	7.1%	10.7%	-44.8%	-2.4%	-33.7%	-36.6%	6.0%	-30.2%	-30.6%	-46.1%	Nov '24
Johnson & Johnson (Health)	206.92	p	EOD	2.1%	9.5%	16.8%	34.3%	36.7%	-4.8%	46.5%	26.5%	63.8%	34.8%	39.3%	-0.3%	Nov '25
Eli Lilly (Health)	1075.47	p	EOD	1.5%	27.5%	47.0%	46.3%	36.2%	33.3%	40.3%	196.8%	678.1%	310.8%	240.3%	-3.1%	Nov '25
Union Pacific (Industrials)	231.83	p	EOD	2.5%	5.9%	3.7%	5.2%	-3.0%	-5.1%	3.5%	14.4%	26.3%	2.1%	29.5%	-9.0%	Mar '22
Honeywell (Industrials)	192.19	p	EOD	1.1%	-3.4%	-6.5%	-9.0%	-10.5%	10.0%	-7.8%	-0.9%	10.7%	7.4%	26.5%	-14.2%	Jul '25
Nvidia (IT)	177.00	p	EOD	-1.1%	-12.8%	1.6%	31.0%	28.1%	171.2%	31.8%	946.9%	1224.8%	488.7%	1441.0%	-14.5%	Oct '25
Broadcom (IT)	402.96	p	EOD	18.4%	7.0%	35.7%	67.1%	151.1%	110.5%	75.0%	669.8%	1022.8%	554.6%	885.1%	New Peak	Nov '25
Adobe (IT)	320.13	p	EOD	-1.3%	-5.6%	-10.3%	-22.9%	-38.0%	-25.5%	-28.0%	-7.2%	-33.1%	-43.3%	11.9%	-53.5%	Nov '21
Oracle (IT)	201.95	p	EOD	1.6%	-21.4%	-10.5%	22.5%	10.3%	60.0%	22.4%	152.4%	275.1%	142.6%	228.6%	-38.4%	Sep '25
salesforce.com (IT)	230.54	p	EOD	1.5%	-10.2%	-9.9%	-12.8%	-29.7%	27.8%	-30.7%	45.4%	-5.2%	-8.8%	63.7%	-37.0%	Dec '24
Linde PLC (Materials)	410.32	p	EOD	-0.6%	-4.6%	-13.9%	-11.7%	-9.9%	3.2%	-1.0%	26.8%	71.5%	27.5%	57.1%	-15.2%	Sep '25
Sherwin-Williams (Materials)	343.69	p	EOD	2.0%	-1.0%	-5.8%	-3.8%	-12.7%	9.9%	2.0%	41.7%	44.2%	5.1%	75.7%	-13.2%	Nov '24
American Tower (Real Estate)	181.27	p	EOD	1.0%	1.0%	-10.3%	-14.1%	-10.3%	-12.2%	1.3%	-9.5%	-9.6%	-28.8%	8.9%	-32.2%	Sep '21
Prologis Inc. (Real Estate)	128.53	p	EOD	2.2%	3.5%	14.0%	20.5%	14.1%	-18.1%	25.0%	19.8%	47.5%	-12.8%	40.6%	-17.3%	Apr '22
NextEra Energy (Utilities)	86.29	p	EOD	3.4%	5.7%	19.8%	24.1%	12.3%	21.5%	23.3%	10.4%	32.4%	4.2%	29.2%	New Peak	Nov '25
Duke Energy (Utilities)	123.94	p	EOD	0.9%	-0.2%	2.1%	7.1%	9.7%	15.6%	19.2%	39.7%	62.7%	40.1%	64.0%	-3.1%	Oct '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	16.06	p	EOD	0.9%	0.3%	2.8%	6.1%	9.7%	6.8%	9.3%	25.4%	16.2%	10.5%	32.3%	-0.3%	Oct '25
Moderate-60% Stock	65.45	p	EOD	2.3%	0.6%	4.6%	11.2%	13.6%	10.7%	16.0%	43.4%	43.4%	25.2%	58.9%	-0.2%	Oct '25
Mod Agg-80% Stock	51.95	p	EOD	2.9%	0.4%	5.1%	13.0%	20.0%	17.5%	18.7%	60.2%	70.3%	37.8%	81.0%	-0.5%	Oct '25
Aggressive-90% Stock	31.59	p	EOD	3.2%	0.2%	5.7%	14.5%	18.1%	14.8%	19.5%	62.4%	75.0%	37.1%	83.2%	-0.8%	Oct '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	91019.13		0.2%	7.0%	-16.0%	-16.0%	-12.5%	-6.6%	121.9%	-2.6%	430.1%	363.8%	95.9%	375.1%	-27.0%	Oct '25
Ethereum	3020.91		1.0%	9.2%	-20.6%	-30.7%	19.4%	-15.9%	44.8%	-9.4%	133.2%	391.3%	-19.7%	133.3%	-37.5%	Aug '25
BNB	890.37		1.9%	7.3%	-17.5%	3.1%	35.8%	36.0%	123.3%	27.0%	196.0%	2736.2%	73.9%	228.6%	-32.0%	Oct '25
Solana	136.89		0.6%	6.5%	-25.9%	-33.3%	-12.4%	-43.8%	78.0%	-27.7%	869.8%	6859.7%	-19.6%	339.2%	-47.7%	Jan '25
Bitcoin ETF	51.55	p	EOD	7.5%	-14.7%	-16.1%	-13.3%	-6.6%	-	-2.8%	-	-	-	-	-27.7%	Oct '25
Grayscale Bitcoin (hi fee)	71.01	p	EOD	7.3%	-14.8%	-16.4%	-13.9%	-7.9%	136.7%	-4.1%	768.6%	238.9%	129.4%	601.2%	-27.9%	Oct '25
Bloomberg Commodities	22.81	p	EOD	2.9%	3.6%	8.4%	12.4%	16.9%	5.5%	15.5%	8.2%	69.3%	27.5%	10.6%	-7.1%	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	4.66	p	EOD	-1.1%	0.4%	-5.1%	-5.4%	6.8%	19.1%	-2.5%	22.1%	196.6%	131.4%	20.1%	-8.6%	Oct '23
10yr Treasury rate	4.02	p	EOD	-1.1%	-1.9%	-5.0%	-9.0%	-3.9%	18.3%	-12.2%	8.5%	375.9%	146.7%	2.9%	-19.5%	Oct '23
5yr Treasury rate	3.60	p	EOD	-0.5%	-3.2%	-2.7%	-9.5%	-11.2%	14.1%	-17.8%	-6.1%	894.5%	163.7%	-12.5%	-27.4%	Oct '23
13-week T-bill	3.70	p	EOD	-1.1%	-1.6%	-8.6%	-12.6%	-15.5%	-18.8%	-12.1%	-13.1%	4829.3%	6875.5%	4.6%	-30.9%	Oct '23
Crude Oil	58.55	p	EOD	0.8%	-3.3%	-8.5%	-3.7%	-13.9%	0.1%	-18.4%	-27.3%	29.1%	-23.0%	-32.9%	-52.7%	Mar '22
Gold	4254.90	p	EOD	4.4%	6.3%	22.5%	29.4%	60.1%	27.5%	61.8%	143.7%	139.6%	136.5%	154.7%	-1.9%	Oct '25
EUR/USD	1.16		0.01%	0.6%	0.0%	-	-	9.8%	-6.0%	11.5%	12.4%	-3.1%	2.0%	19.5%	-6.0%	Jan '21
USD/JPY	156.06		-0.1%	-0.8%	2.2%	-	-	3.2%	11.0%	-0.6%	12.5%	49.9%	35.5%	6.4%	-3.4%	Jul '24
S&P 500 Volatility Index	16.35	p	EOD	-30.2%	-3.3%	6.4%	-12.0%	21.0%	39.4%	-5.8%	-20.6%	-20.5%	-1.5%	-51.3%	-68.8%	Apr '25

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	50.99	p	EOD	0.2%	0.5%	1.2%	2.8%	5.9%	6.5%	5.6%	20.5%	17.9%	16.8%	21.9%	New Peak	Nov '25
Interm Muni- JPMorgan	50.82	p	EOD	0.1%	0.4%	3.3%	4.6%	3.2%	1.9%	4.3%	12.8%	6.6%	4.3%	15.8%	New Peak	Nov '25
Interm Bond- Janus MSB	45.97	p	EOD	0.3%	0.7%	2.8%	6.1%	6.8%	1.5%	8.6%	15.7%	3.0%	2.9%	19.6%	-0.1%	Nov '25
Interm Bond- Vanguard	78.72	p	EOD	0.4%	0.9%	2.2%	5.2%	7.1%	1.6%	8.9%	16.3%	-0.4%	2.5%	20.4%	-0.6%	Dec '20
Multisector Bond- Intrepid	9.04	p	EOD	0.0%	0.0%	1.0%	4.8%	7.5%	10.4%	7.0%	30.0%	42.7%	26.8%	33.3%	-0.4%	Nov '25
Int’l Bond- JPMorgan	49.10	p	EOD	0.5%	0.3%	1.8%	4.2%	7.1%	3.5%	8.1%	21.6%	15.7%	13.6%	27.6%	-0.2%	Oct '25
Long Bond- Vanguard	77.72	p	EOD	1.3%	0.1%	4.3%	7.9%	4.0%	-1.9%	8.8%	15.8%	-13.3%	-10.2%	26.8%	-13.9%	Sep '21
Long CA Muni- PIMCO	9.45	p	EOD	0.1%	0.3%	3.9%	5.2%	2.4%	2.9%	4.0%	16.0%	7.6%	3.7%	19.1%	-0.2%	Nov '25
Long Muni- iShares	57.65	p	EOD	0.2%	0.5%	4.1%	5.1%	2.4%	1.6%	3.2%	10.2%	2.7%	1.8%	13.6%	-0.1%	Nov '25

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Russell 2000 (Small Cap)

BelowPeak Oct '25

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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Below
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Oct '25

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Nov '25

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Peak
Oct '25