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S&P 500 (Large Cap)

Return

67.9%

[

11.9%

annualized]

Dec 31 2020 - Aug 04 2025

-1.3%

Below
Peak
Jul '25

DJIA (Large Value)

Return

43.6%

[

8.2%

annualized]

Dec 31 2020 - Aug 04 2025

-2.4%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

10.5%

[

2.2%

annualized]

Dec 31 2020 - Aug 04 2025

-10.6%

Below
Peak
Nov '21

Performance Range:

As of Aug 04 10:34 AM EDT Market Open

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)	6306.88	1.1%	-1.3%	0.4%	10.9%	4.5%	18.0%	23.3%	7.2%	51.9%	90.7%	31.5%	76.3%	-1.3%	Jul '25
DJIA (Large Value)	43947.97	0.8%	-2.0%	-2.0%	6.4%	-1.4%	10.6%	12.9%	3.3%	34.3%	63.8%	20.1%	50.5%	-2.4%	Dec '24
Russell 2000 (Small Cap)	2183.09	0.8%	-3.3%	-2.9%	8.0%	-4.7%	3.5%	10.0%	-2.1%	14.5%	43.9%	-3.9%	29.3%	-10.6%	Nov '21
NASDAQ Comp (Tech/Growth)	20974.76	1.6%	-1.0%	1.8%	16.7%	6.7%	25.0%	28.6%	8.6%	64.9%	91.7%	32.5%	101.3%	-1.0%	Jul '25
Aggregate Bond	99.10	-0.04%	1.1%	1.0%	2.2%	3.8%	2.6%	1.3%	4.6%	5.7%	-4.7%	-1.9%	14.5%	-4.7%	Aug '20
Muni ~7yrs	104.14	0.02%	0.8%	0.1%	0.7%	-0.8%	-0.8%	1.3%	-0.4%	4.4%	0.8%	-1.3%	9.1%	-2.0%	Dec '24
Corp Bond	109.67	0.04%	1.2%	1.0%	3.8%	4.4%	3.7%	0.9%	5.4%	8.7%	-5.7%	-3.5%	22.4%	-6.4%	Sep '21
High Yield Bond	80.11	0.2%	0.1%	0.2%	3.5%	3.7%	9.3%	8.0%	5.3%	21.9%	22.8%	13.0%	32.2%	New Peak	Jul '25
Preferred	31.11	0.2%	0.5%	0.9%	5.0%	2.0%	4.9%	7.2%	2.9%	6.3%	14.5%	-1.4%	21.0%	-2.1%	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	87.60	1.0%	-3.8%	-4.1%	3.7%	-0.8%	-0.8%	0.1%	5.1%	21.2%	58.9%	5.2%	35.0%	-8.9%	Oct '24
Consumer Discretionary/Cyclical	218.34	1.0%	-3.5%	-1.3%	8.6%	-5.3%	25.0%	26.5%	-2.2%	34.1%	65.0%	7.0%	61.0%	-8.2%	Dec '24
Financial Services	51.65	0.5%	-2.7%	-2.9%	4.2%	1.7%	24.7%	30.6%	7.6%	62.8%	135.6%	39.1%	78.9%	-3.3%	Jul '25
Real Estate	89.25	0.4%	-1.1%	-0.9%	0.5%	0.7%	1.6%	4.8%	2.2%	4.4%	32.5%	-10.9%	30.7%	-11.6%	Dec '21
Communication Services	107.47	1.3%	0.4%	-0.5%	10.6%	4.4%	28.2%	34.7%	11.6%	91.6%	92.2%	42.3%	132.1%	-1.1%	Jul '25
Energy	85.39	-0.2%	-3.1%	-1.9%	5.0%	-3.7%	-0.2%	5.6%	1.3%	32.4%	182.0%	69.3%	17.2%	-10.1%	Nov '24
Industrials	150.93	0.8%	-2.3%	1.0%	12.5%	10.8%	24.8%	17.3%	15.3%	65.0%	125.7%	52.1%	85.9%	-2.6%	Jul '25
Technology	261.52	1.7%	-1.0%	1.8%	20.9%	13.6%	28.6%	21.6%	12.9%	81.8%	140.1%	53.3%	129.3%	-1.2%	Jul '25
Consumer Staples/Defensive	80.35	0.2%	-0.4%	-2.2%	-0.8%	3.4%	3.9%	12.2%	3.5%	16.3%	44.7%	14.2%	27.8%	-2.7%	Feb '25
Healthcare	131.49	0.3%	-2.8%	-3.0%	-4.6%	-9.8%	-11.4%	2.5%	-3.6%	5.0%	34.1%	-0.2%	12.8%	-15.0%	Sep '24
Utilities	86.81	1.2%	3.8%	6.1%	9.6%	13.4%	20.4%	23.3%	16.3%	27.9%	66.7%	36.4%	53.8%	New Peak	Aug '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	129.76	1.1%	-1.2%	0.0%	9.5%	7.8%	19.8%	17.4%	11.3%	51.7%	79.3%	29.7%	76.3%	-1.6%	Jul '25
MSCI Emerging Markets	48.65	0.9%	-1.1%	-0.2%	9.2%	13.8%	20.1%	6.5%	17.5%	31.0%	23.3%	7.5%	51.4%	-7.0%	Feb '21
FTSE Europe	75.89	0.8%	-2.0%	-2.4%	3.8%	14.8%	17.8%	1.9%	21.8%	50.9%	68.3%	24.1%	81.9%	-4.6%	Jul '25
MSCI Japan	74.96	1.2%	0.9%	0.5%	5.1%	10.7%	18.7%	7.0%	12.6%	42.2%	46.0%	19.2%	62.3%	-2.1%	Jul '25
MSCI India	52.79	0.1%	-0.8%	-5.4%	-2.1%	2.7%	-5.5%	8.6%	0.3%	23.8%	75.3%	14.4%	31.4%	-10.2%	Sep '24
MSCI China	57.32	1.4%	-2.4%	4.8%	8.4%	17.4%	44.5%	17.7%	23.5%	24.4%	-14.0%	-0.3%	53.1%	-35.0%	Feb '21
International Bond	49.42	0.01%	0.5%	0.3%	1.0%	1.6%	3.5%	3.6%	2.3%	7.4%	-0.9%	0.8%	16.7%	-1.9%	Dec '20
iShares Latin America	25.04	1.1%	0.2%	-6.0%	2.9%	10.2%	11.9%	-23.1%	22.6%	32.3%	54.2%	38.7%	24.6%	-19.8%	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	577.98	1.1%	-1.3%	0.5%	11.3%	5.1%	19.5%	25.0%	8.0%	58.7%	105.3%	38.6%	83.7%	-1.3%	Jul '25
US Large Growth	438.99	1.6%	-0.5%	2.5%	16.6%	7.2%	28.2%	33.1%	9.5%	79.5%	115.7%	45.9%	114.3%	-0.5%	Jul '25
US Large Value	193.94	0.6%	-2.1%	-1.8%	5.4%	1.3%	10.8%	14.2%	5.7%	34.1%	81.2%	23.5%	49.9%	-2.6%	Jul '25

US MidCap Blend	284.89	1.0%	-1.2%	0.4%	9.7%	4.4%	18.8%	15.3%	8.8%	38.3%	74.4%	18.9%	58.6%	-1.7%	Jul '25
US MidCap Growth	290.32	1.6%	-0.9%	1.3%	14.5%	7.2%	31.2%	16.4%	14.8%	49.0%	67.1%	18.5%	74.9%	-0.9%	Jul '25
US MidCap Value	166.90	0.7%	-1.5%	-0.3%	6.0%	2.4%	9.6%	14.0%	4.4%	30.0%	83.7%	20.3%	45.5%	-3.6%	Nov '24

US Small Blend	239.36	0.8%	-2.6%	-1.6%	8.2%	-3.0%	9.8%	14.2%	0.4%	28.6%	66.1%	11.0%	44.1%	-7.5%	Nov '24
US Small Growth	287.61	1.1%	-2.1%	-1.5%	10.1%	-3.1%	9.3%	15.0%	0.2%	25.8%	34.9%	-0.5%	41.2%	-12.0%	Feb '21
US Small Value	158.14	0.7%	-4.4%	-4.1%	6.9%	-4.8%	0.5%	7.6%	-2.9%	12.3%	71.2%	0.8%	27.0%	-11.7%	Nov '24

Foreign Large Blend	88.15	1.0%	-1.3%	-1.5%	4.2%	13.2%	18.1%	3.5%	18.6%	46.2%	60.5%	23.6%	71.9%	-3.7%	Jul '25
Foreign Growth	108.15	1.1%	-1.9%	-2.9%	2.5%	7.4%	11.5%	1.5%	12.8%	29.7%	32.1%	3.3%	56.5%	-4.4%	Jul '25
Foreign Value	63.85	0.9%	-0.5%	-0.2%	5.9%	18.7%	24.9%	5.4%	24.3%	64.2%	90.9%	46.3%	87.7%	-3.1%	Jul '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	24.12		0.12%	0.0%	0.4%	2.7%	2.7%	7.1%	8.3%	3.4%	28.6%	36.6%	25.0%	30.8%	-0.1%	Jul '25
Ultra Short- Janus AAA CLO	50.60		0.07%	0.1%	0.5%	1.7%	2.3%	6.0%	7.4%	2.9%	22.5%	-	20.0%	22.2%	New Peak	Aug '25
Bank Loan- Invesco	20.92		0.1%	0.0%	0.3%	2.6%	3.0%	8.2%	8.2%	3.5%	25.5%	31.8%	22.9%	29.1%	-0.1%	Jul '25
Interval CEF- Cliffwater	10.64	p	EOD	0.1%	0.8%	2.6%	4.3%	10.2%	12.6%	5.4%	31.7%	56.6%	36.4%	32.9%	New Peak	Aug '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	49.88		1.1%	-1.1%	1.1%	12.7%	6.3%	19.8%	27.9%	9.3%	80.9%	157.9%	73.2%	91.3%	-1.3%	Jul '25
Int’l Min Volatility- Franklin	33.24		0.7%	-0.9%	0.7%	4.5%	8.3%	18.0%	15.9%	11.2%	56.6%	102.0%	56.1%	67.5%	-1.9%	Jul '25
MidCap 30 - Hennessy (hi fee)	21.99	p	EOD	-5.7%	-7.3%	5.0%	-10.2%	1.5%	34.6%	-7.6%	71.3%	171.9%	67.1%	71.8%	-15.6%	Nov '24
Small Value- Avantis	91.04		0.7%	-4.5%	-4.2%	7.0%	-6.3%	0.6%	9.3%	-4.9%	28.7%	131.9%	19.8%	37.5%	-13.3%	Nov '24
Mid Value- Pacer Cash Cows	55.42		0.5%	-3.0%	-2.1%	5.7%	-3.8%	2.1%	10.6%	-1.2%	28.3%	115.9%	25.3%	35.6%	-8.6%	Nov '24
Growth- S&P Momentum	114.73		1.3%	-0.5%	2.0%	17.5%	14.5%	40.5%	45.8%	21.2%	115.8%	152.8%	86.1%	128.7%	-0.8%	Jul '25
Invesco S&P Quality	71.51		1.0%	-1.6%	-0.8%	6.7%	3.2%	14.9%	25.4%	7.3%	64.5%	103.6%	41.0%	85.8%	-1.9%	Jul '25
Rotation Factor- BlackRock	55.63		1.1%	-0.8%	1.0%	12.1%	6.3%	23.4%	30.3%	9.3%	82.1%	124.7%	54.0%	108.6%	-0.9%	Jul '25
US Min Volatility- Fidelity	62.92		0.8%	-1.2%	-1.1%	5.0%	1.1%	10.2%	16.1%	4.7%	38.5%	74.2%	27.3%	55.3%	-1.7%	Jul '25
Derivative Income- JPMorgan	56.01		0.7%	-1.4%	-1.0%	3.0%	-0.1%	8.0%	12.6%	2.4%	28.1%	63.0%	22.7%	40.0%	-1.9%	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	15.65	p	EOD	-0.4%	0.9%	3.6%	3.8%	15.0%	12.1%	5.4%	31.3%	33.9%	28.1%	27.7%	-0.9%	Jul '25
Multistrategy- AQR	13.27	p	EOD	0.2%	-0.2%	2.8%	4.7%	13.0%	13.3%	7.8%	42.3%	74.6%	52.2%	36.0%	-0.8%	Jul '25
Long Short- AQR	18.61	p	EOD	0.6%	-0.5%	4.7%	10.9%	29.5%	30.5%	16.2%	111.4%	196.9%	123.2%	112.9%	-1.3%	Jun '25
Mkt Neutral- BlackRock	13.77	p	EOD	1.0%	-0.7%	0.3%	4.4%	12.1%	21.4%	7.3%	56.7%	53.2%	53.3%	53.8%	-2.0%	Jun '25
Multi Strategy- Variant	26.69	p	EOD	0.2%	0.6%	1.5%	3.1%	7.4%	5.1%	3.8%	21.9%	45.1%	25.8%	21.5%	New Peak	Aug '25
Long Short- First Trust	66.54		0.6%	-0.2%	0.4%	3.9%	-0.8%	9.7%	18.8%	1.7%	39.6%	60.9%	33.9%	48.0%	-1.8%	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)	194.12	2.6%	0.8%	8.1%	18.5%	-5.7%	17.0%	36.0%	2.8%	65.2%	165.1%	34.7%	100.2%	-5.7%	Feb '25
Meta (Communications)	763.40	1.8%	6.4%	6.2%	28.0%	8.6%	56.9%	66.0%	30.6%	350.0%	207.2%	126.7%	502.0%	-1.3%	Jul '25
Amazon (Cyclical)	214.54	-0.10%	-7.8%	-4.0%	12.9%	-11.4%	27.8%	44.4%	-2.2%	50.5%	36.7%	25.9%	90.0%	-11.4%	Feb '25
Tesla (Cyclical)	311.82	3.0%	-4.2%	-1.1%	8.6%	-20.5%	50.1%	62.5%	-22.8%	1.0%	214.5%	-22.0%	43.5%	-35.0%	Dec '24
Procter & Gamble (Defensive)	150.14	-0.3%	-4.4%	-6.0%	-5.8%	-9.5%	-9.5%	17.3%	-8.7%	12.0%	27.0%	1.2%	30.2%	-14.8%	Dec '24
PepsiCo (Defensive)	139.30	0.02%	-1.6%	2.9%	5.3%	-1.0%	-18.9%	-7.6%	-6.6%	-13.1%	17.6%	-10.5%	-10.4%	-23.6%	May '23
Coca-Cola (Defensive)	68.51	-0.5%	0.6%	-4.0%	-3.7%	10.9%	1.7%	8.9%	11.6%	17.7%	70.8%	28.3%	35.0%	-6.6%	Apr '25
Exxon Mobil (Energy)	108.54	-1.0%	-2.6%	-3.3%	3.1%	0.5%	-3.9%	11.3%	2.7%	38.0%	213.4%	93.4%	21.0%	-11.1%	Oct '24
Chevron (Energy)	150.46	-0.6%	-3.7%	1.4%	10.0%	0.5%	5.9%	1.3%	6.3%	12.3%	116.6%	45.0%	6.7%	-11.1%	Jan '23
JPMorgan Chase (Financial)	292.55	1.1%	-1.9%	-1.2%	16.4%	10.4%	50.2%	44.3%	24.0%	181.5%	250.1%	100.0%	202.5%	-2.4%	Jul '25
Visa (Financial)	341.76	0.7%	-3.9%	-4.8%	-1.5%	-0.7%	29.1%	22.3%	8.5%	63.8%	84.2%	58.5%	95.8%	-8.5%	Jun '25
Mastercard (Financial)	564.25	0.8%	-0.7%	-0.7%	1.0%	1.2%	22.8%	24.2%	7.6%	61.3%	84.6%	55.5%	102.4%	-4.4%	Jun '25
Bank of America (Financial)	45.94	0.6%	-4.7%	-6.1%	12.5%	-0.4%	25.2%	33.9%	5.8%	49.1%	107.8%	9.0%	65.6%	-6.1%	Jul '25
UnitedHealth (Health)	241.22	1.5%	-14.5%	-21.8%	-39.3%	-55.3%	-58.3%	-2.4%	-51.8%	-52.6%	-14.5%	-49.3%	-49.5%	-60.8%	Nov '24
Johnson & Johnson (Health)	167.70	0.2%	0.9%	7.5%	8.3%	11.1%	5.5%	-4.8%	17.9%	6.9%	31.3%	8.4%	12.1%	-1.1%	Jul '25
Eli Lilly (Health)	755.78	-0.9%	-6.5%	-3.2%	-8.0%	-8.2%	-5.4%	33.3%	-1.7%	153.7%	417.6%	187.7%	138.2%	-20.8%	Aug '24
Union Pacific (Industrials)	221.32	0.9%	-3.5%	-6.3%	2.0%	-8.1%	-5.7%	-5.1%	-1.8%	4.4%	42.2%	-3.2%	22.9%	-13.7%	Mar '22
Honeywell (Industrials)	219.10	0.6%	-2.7%	-8.9%	2.8%	-1.0%	9.8%	10.0%	-2.0%	21.3%	64.5%	14.1%	34.4%	-8.9%	Jul '25
Apple (IT)	206.10	1.8%	-3.7%	-3.5%	0.5%	-11.3%	-5.8%	30.7%	-17.5%	26.3%	93.3%	15.4%	51.2%	-20.2%	Dec '24
Microsoft (IT)	535.01	2.1%	4.4%	7.2%	23.1%	30.2%	32.0%	12.9%	27.4%	93.4%	161.8%	64.6%	142.5%	New Peak	Aug '25
Nvidia (IT)	177.40	2.1%	0.4%	11.3%	54.9%	49.5%	65.4%	171.2%	32.1%	824.5%	1485.2%	490.0%	1444.3%	-1.0%	Jul '25
Broadcom (IT)	296.06	2.6%	0.6%	7.6%	45.7%	33.8%	108.2%	110.5%	28.4%	467.5%	916.2%	380.1%	622.5%	-2.2%	Jul '25
Adobe (IT)	347.98	0.05%	-5.8%	-8.3%	-8.6%	-21.0%	-33.9%	-25.5%	-21.7%	-19.2%	-22.1%	-38.3%	21.6%	-49.4%	Nov '21
Oracle (IT)	251.50	2.9%	1.5%	6.2%	67.2%	50.7%	90.7%	60.0%	52.2%	238.4%	382.6%	201.6%	308.5%	-0.9%	Jul '25
salesforce.com (IT)	252.23	0.6%	-6.7%	-7.3%	-8.2%	-26.5%	4.0%	27.8%	-24.3%	33.0%	26.3%	-0.4%	78.8%	-31.1%	Dec '24
Linde PLC (Materials)	466.11	1.5%	-0.3%	-2.0%	2.8%	3.2%	4.0%	3.2%	12.1%	60.5%	104.9%	44.4%	77.9%	-3.3%	Oct '24
Sherwin-Williams (Materials)	343.39	-0.01%	2.2%	-3.0%	-4.3%	-3.6%	-0.3%	9.9%	1.5%	45.2%	65.4%	4.6%	74.7%	-13.7%	Nov '24
American Tower (Real Estate)	212.31	0.10%	-5.3%	-4.3%	-4.3%	17.2%	-6.6%	-12.2%	17.6%	-13.7%	-6.3%	-17.3%	26.4%	-21.3%	Sep '21
Prologis Inc. (Real Estate)	104.50	-0.4%	-2.5%	-3.3%	0.1%	-10.0%	-12.8%	-18.1%	0.7%	-12.4%	13.3%	-29.7%	13.3%	-33.4%	Apr '22
NextEra Energy (Utilities)	70.54	0.2%	-1.1%	-4.5%	6.0%	2.6%	-8.3%	21.5%	0.0%	-12.9%	12.0%	-15.5%	4.8%	-17.0%	Dec '21
Duke Energy (Utilities)	123.81	0.7%	5.3%	5.5%	2.8%	12.2%	12.8%	15.6%	17.0%	27.3%	78.6%	37.6%	61.0%	New Peak	Aug '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	15.58	p	EOD	0.2%	0.3%	3.0%	4.0%	5.9%	4.7%	5.3%	14.0%	9.3%	4.2%	24.9%	-0.1%	Jul '25
Moderate-60% Stock	61.55		0.6%	-0.4%	0.2%	6.5%	6.4%	12.7%	10.7%	8.7%	32.2%	42.6%	17.3%	48.8%	-0.8%	Jul '25
Mod Agg-80% Stock	47.79	p	EOD	-1.7%	-0.8%	7.0%	6.3%	15.0%	13.1%	9.2%	39.3%	57.7%	21.1%	59.1%	-2.1%	Jul '25
Aggressive-90% Stock	28.83	p	EOD	-1.9%	-1.0%	7.9%	5.8%	15.2%	12.6%	9.1%	38.7%	60.8%	18.7%	58.5%	-2.5%	Jul '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	115327.84	2.5%	-2.2%	6.8%	22.3%	17.8%	98.4%	121.1%	23.4%	409.6%	929.2%	148.2%	502.0%	-3.9%	Jul '25
Ethereum	3650.44	7.6%	-3.6%	45.5%	101.8%	33.5%	35.9%	46.1%	9.5%	127.0%	836.3%	-2.9%	181.9%	-24.1%	Nov '21
BNB	763.38	3.6%	-7.1%	16.8%	30.3%	33.1%	53.6%	124.4%	8.9%	145.7%	3325.9%	49.1%	181.7%	-9.5%	Jul '25
Solana	166.47	5.0%	-8.8%	12.7%	15.6%	-19.6%	20.6%	86.5%	-12.0%	328.7%	8794.6%	-2.2%	434.2%	-36.4%	Jan '25
Bitcoin ETF	65.46	1.9%	-2.4%	5.3%	18.6%	16.6%	83.8%	-	23.4%	-	-	-	-	-4.0%	Jul '25
Grayscale Bitcoin (hi fee)	90.64	2.0%	-2.4%	5.3%	18.4%	15.9%	81.8%	136.7%	22.5%	617.2%	660.1%	192.8%	795.1%	-4.0%	Jul '25
Bloomberg Commodities	20.50	-0.2%	-2.8%	-2.8%	0.0%	-1.5%	10.2%	5.5%	3.8%	-3.4%	60.9%	14.6%	-0.6%	-16.5%	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	4.82	0.2%	-3.0%	-1.0%	0.4%	1.4%	17.2%	19.1%	0.6%	62.6%	304.3%	138.8%	24.0%	-68.3%	Oct '81
10yr Treasury rate	4.22	0.05%	-4.5%	-2.9%	-2.3%	-6.4%	11.3%	18.3%	-7.7%	57.8%	719.8%	159.3%	8.2%	-73.3%	Sep '81
5yr Treasury rate	3.76	-0.2%	-5.4%	-4.4%	-4.3%	-12.8%	4.1%	14.1%	-14.1%	35.7%	1830.3%	175.8%	-8.5%	-76.9%	Sep '81
13-week T-bill	4.18	-0.10%	-1.3%	-1.5%	-0.7%	-0.8%	-16.9%	-18.8%	-0.7%	75.7%	4542.2%	7783.0%	18.3%	-75.6%	Dec '80
Crude Oil	65.61	-2.0%	-1.6%	-1.3%	16.5%	-9.8%	-10.8%	0.1%	-8.5%	-25.9%	57.3%	-13.8%	-24.8%	-54.8%	Jul '08
Gold	3438.30	0.7%	3.9%	3.2%	5.6%	20.5%	41.7%	27.5%	30.8%	92.2%	71.8%	91.1%	105.8%	-0.9%	Jun '25
EUR/USD	1.16	-0.06%	-0.1%	-1.7%	2.3%	12.1%	6.1%	-6.0%	11.3%	13.0%	-2.0%	1.8%	19.3%	-27.6%	Apr '08
USD/JPY	147.00	-0.2%	-1.0%	1.8%	1.6%	-5.3%	1.0%	11.0%	-6.4%	10.8%	39.2%	27.7%	0.2%	-9.0%	Jul '24
S&P 500 Volatility Index	17.98	-11.8%	19.6%	9.8%	-20.7%	4.5%	-23.1%	39.4%	3.6%	-16.1%	-24.3%	8.3%	-46.4%	-78.3%	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	50.88		0.01%	0.4%	0.7%	1.9%	3.2%	5.4%	6.5%	3.8%	18.1%	16.9%	14.8%	19.9%	New Peak	Aug '25
Interm Muni- JPMorgan	49.42		-0.01%	0.7%	0.1%	0.9%	-0.1%	0.1%	1.9%	0.6%	6.5%	3.5%	0.5%	11.6%	-0.9%	Feb '25
Interm Bond- Janus MSB	44.93		0.04%	1.2%	0.8%	2.2%	3.9%	2.6%	1.5%	4.8%	5.3%	-0.2%	-0.7%	15.4%	-1.7%	Aug '21
Interm Bond- Vanguard	77.39		-0.02%	1.2%	1.2%	2.7%	5.1%	3.8%	1.6%	6.0%	7.6%	-3.3%	-0.2%	17.2%	-3.3%	Aug '20
Multisector Bond- Intrepid	8.99	p	EOD	-0.8%	-0.1%	3.0%	2.7%	7.8%	10.4%	3.7%	26.3%	47.5%	22.9%	29.2%	-0.8%	Jul '25
Int’l Bond- JPMorgan	48.65		0.2%	0.6%	0.7%	2.7%	4.4%	6.6%	3.5%	5.8%	19.5%	15.5%	11.3%	25.0%	New Peak	Aug '25
Long Bond- Vanguard	75.78		0.11%	1.7%	1.1%	4.6%	3.6%	1.2%	-1.9%	4.8%	3.2%	-16.4%	-13.6%	22.0%	-17.1%	Sep '21
Long CA Muni- PIMCO	9.14	p	EOD	0.8%	-0.4%	-0.1%	-1.4%	-1.0%	2.9%	-0.8%	7.5%	3.6%	-1.1%	13.6%	-2.6%	Dec '24
Long Muni- iShares	55.65		0.00%	0.9%	0.4%	0.8%	-0.8%	-0.9%	1.6%	-1.1%	3.5%	-1.4%	-2.6%	8.7%	-3.0%	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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