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S&P 500

Return

76.1%

[

12.8%

annualized]

Dec 31 2020 - Sep 15 2025

New Peak

DJIA (Large Value)

Return

49.9%

[

9.0%

annualized]

Dec 31 2020 - Sep 15 2025

-0.5%

Below
Peak
Sep '25

Russell 2000 (Small Cap)

Return

21.8%

[

4.3%

annualized]

Dec 31 2020 - Sep 15 2025

-1.5%

Below
Peak
Nov '21

Performance Range:

As of Sep 15 10:50 PM EDT, next update at 11:00 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	6615.28	0.5%	1.6%	2.6%	9.6%	17.3%	17.4%	23.3%	12.5%	70.8%	95.4%	37.9%	84.9%	New Peak	Sep '25
DJIA (Large Value)	45883.45	0.11%	0.4%	2.1%	7.9%	10.6%	10.2%	12.9%	7.8%	48.9%	63.7%	25.4%	57.1%	-0.5%	Sep '25
Russell 2000 (Small Cap)	2405.13	0.3%	1.0%	5.2%	13.2%	17.7%	9.9%	10.0%	7.8%	33.8%	54.9%	5.8%	42.5%	-1.5%	Nov '21
NASDAQ Comp (Tech/Growth)	22348.75	0.9%	2.1%	3.4%	13.4%	25.9%	27.0%	28.6%	15.7%	95.2%	102.2%	41.2%	114.5%	New Peak	Sep '25
Aggregate Bond	100.71	0.2%	0.5%	2.1%	4.0%	4.5%	2.6%	1.3%	6.7%	13.1%	-2.0%	0.0%	16.8%	-2.4%	Dec '20
Corp Bond	112.36	0.3%	0.9%	2.7%	5.6%	6.5%	3.3%	0.9%	8.4%	19.2%	-1.3%	-0.8%	25.8%	-3.7%	Sep '21
High Yield Bond	81.19	0.3%	0.5%	1.4%	3.6%	6.0%	7.8%	8.0%	7.3%	30.5%	25.2%	15.0%	34.7%	New Peak	Sep '25
Preferred	32.10	0.4%	0.9%	2.8%	7.9%	6.6%	3.2%	7.2%	6.7%	19.7%	16.7%	3.0%	26.4%	New Peak	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	90.94	-0.8%	0.4%	1.0%	3.7%	6.8%	-0.9%	0.1%	9.2%	32.6%	51.3%	9.2%	40.2%	-5.4%	Oct '24
Consumer Discretionary/Cyclical	240.70	0.9%	2.1%	5.1%	12.7%	23.0%	26.4%	26.5%	7.8%	56.5%	69.4%	18.0%	77.5%	New Peak	Sep '25
Financial Services	53.68	-0.2%	0.6%	2.3%	6.6%	11.4%	20.8%	30.6%	11.9%	71.2%	135.1%	44.5%	85.9%	-0.7%	Sep '25
Real Estate	92.66	-0.2%	1.0%	3.3%	4.1%	4.8%	-2.7%	4.8%	6.1%	16.5%	34.1%	-7.5%	35.7%	-8.3%	Dec '21
Communication Services	119.00	1.4%	3.1%	6.7%	14.3%	23.9%	37.1%	34.7%	23.6%	135.2%	106.3%	57.6%	157.0%	New Peak	Sep '25
Energy	88.30	-0.3%	0.8%	3.2%	1.3%	-0.1%	5.4%	5.6%	4.7%	25.1%	218.3%	75.1%	21.2%	-7.0%	Nov '24
Industrials	152.28	0.5%	1.4%	1.2%	6.3%	16.8%	17.7%	17.3%	16.3%	79.1%	106.8%	53.4%	87.6%	-1.7%	Jul '25
Technology	273.32	0.9%	3.0%	2.9%	12.6%	28.2%	25.3%	21.6%	17.9%	117.6%	148.3%	60.2%	139.6%	New Peak	Sep '25
Consumer Staples/Defensive	79.40	-1.1%	-1.6%	-3.2%	-1.6%	1.1%	-3.4%	12.2%	2.2%	20.5%	39.9%	12.9%	26.3%	-4.6%	Aug '25
Healthcare	136.93	-0.9%	-1.2%	0.5%	1.4%	-4.7%	-11.4%	2.5%	0.4%	12.8%	39.8%	3.9%	17.5%	-11.4%	Sep '24
Utilities	85.70	0.2%	3.0%	0.1%	6.5%	10.2%	11.5%	23.3%	14.8%	26.3%	66.6%	34.7%	51.8%	-1.9%	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	137.24	0.7%	1.7%	2.9%	9.3%	17.8%	19.6%	17.4%	17.7%	72.1%	84.5%	37.2%	86.5%	New Peak	Sep '25
MSCI Emerging Markets	52.64	0.7%	2.8%	5.4%	11.5%	19.2%	25.8%	6.5%	27.1%	50.1%	30.8%	16.3%	63.8%	New Peak	Sep '25
FTSE Europe	79.95	0.7%	1.2%	1.3%	4.7%	12.4%	17.5%	1.9%	28.3%	74.2%	73.0%	30.8%	91.6%	-0.3%	Aug '25
MSCI Japan	81.35	0.7%	1.6%	1.5%	11.2%	16.6%	18.1%	7.0%	22.2%	66.3%	49.4%	29.3%	76.2%	New Peak	Sep '25
MSCI India	53.43	0.5%	1.4%	1.4%	-2.1%	9.2%	-7.4%	8.6%	1.5%	25.0%	66.3%	15.8%	33.0%	-9.1%	Sep '24
MSCI China	64.43	0.8%	2.3%	8.0%	17.1%	13.4%	61.3%	17.7%	38.9%	51.4%	-4.1%	12.0%	72.1%	-27.0%	Feb '21
International Bond	49.46	0.10%	0.1%	0.9%	1.0%	3.4%	2.6%	3.6%	2.6%	13.2%	-0.3%	1.1%	17.1%	-1.6%	Dec '20
iShares Latin America	28.40	1.6%	3.6%	8.7%	10.6%	22.2%	16.0%	-23.1%	39.0%	44.3%	74.8%	57.3%	41.3%	New Peak	Sep '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	607.59	0.5%	1.6%	2.7%	10.0%	18.2%	19.0%	25.0%	13.5%	78.5%	110.2%	45.7%	93.1%	New Peak	Sep '25
US Large Growth	464.56	1.0%	2.5%	3.5%	13.3%	26.1%	27.6%	33.1%	15.9%	108.4%	123.4%	54.4%	126.8%	New Peak	Sep '25
US Large Value	202.55	-0.04%	0.4%	2.1%	6.4%	9.8%	10.1%	14.2%	10.4%	45.6%	83.2%	29.0%	56.5%	-0.6%	Sep '25

US MidCap Blend	291.15	-0.2%	0.5%	1.9%	6.8%	14.1%	14.3%	15.3%	11.1%	49.1%	76.5%	21.5%	62.1%	-0.9%	Sep '25
US MidCap Growth	291.92	0.2%	0.4%	2.5%	7.0%	20.2%	24.1%	16.4%	15.4%	61.3%	69.6%	19.2%	75.9%	-0.7%	Sep '25
US MidCap Value	172.61	-0.5%	0.5%	1.5%	6.6%	9.5%	6.7%	14.0%	8.0%	38.8%	83.9%	24.4%	50.5%	-1.0%	Sep '25

US Small Blend	255.83	0.2%	0.7%	4.0%	10.5%	15.2%	11.7%	14.2%	7.3%	44.3%	75.4%	18.7%	54.0%	-1.1%	Nov '24
US Small Growth	314.37	0.5%	1.1%	5.0%	12.9%	20.7%	14.1%	15.0%	9.5%	45.6%	44.6%	8.7%	54.4%	-3.9%	Feb '21
US Small Value	176.23	0.4%	0.9%	5.8%	14.3%	16.3%	8.2%	7.6%	8.2%	32.6%	84.8%	12.3%	41.5%	-1.6%	Nov '24

Foreign Large Blend	93.61	0.7%	1.3%	1.5%	6.3%	13.8%	17.4%	3.5%	26.0%	68.3%	65.4%	31.2%	82.5%	New Peak	Sep '25
Foreign Growth	114.27	0.9%	1.6%	2.0%	4.1%	11.3%	10.4%	1.5%	19.2%	53.4%	34.5%	9.1%	65.3%	New Peak	Sep '25
Foreign Value	68.17	0.5%	1.1%	1.1%	8.7%	16.7%	24.6%	5.4%	32.8%	83.6%	98.6%	56.2%	100.4%	-0.4%	Aug '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	24.18	0.04%	0.0%	0.3%	1.6%	3.6%	6.2%	8.3%	3.6%	28.0%	34.0%	25.4%	31.1%	-0.1%	Aug '25
Ultra Short- Janus AAA CLO	50.69	0.08%	0.0%	-0.1%	0.9%	2.5%	5.2%	7.4%	3.1%	21.3%	-	20.2%	22.4%	-0.3%	Aug '25
Bank Loan- Invesco	21.00	0.10%	0.2%	0.8%	2.2%	4.6%	7.3%	8.2%	4.5%	28.5%	29.7%	24.1%	30.4%	New Peak	Sep '25
Interval CEF- Cliffwater	10.73	0%	0.1%	0.6%	2.2%	4.4%	9.5%	12.6%	6.3%	31.3%	57.6%	37.6%	34.1%	New Peak	Sep '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	51.84		0.4%	1.0%	2.1%	10.1%	18.6%	17.3%	27.9%	13.6%	89.4%	162.8%	80.0%	98.8%	New Peak	Sep '25
Int’l Min Volatility- Franklin	34.61		0.2%	0.5%	0.0%	5.8%	9.0%	17.2%	15.9%	15.8%	64.3%	107.0%	62.5%	74.4%	-1.6%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.43	p	EOD	0.4%	2.0%	7.1%	12.3%	9.1%	34.6%	2.6%	91.4%	182.0%	85.7%	90.9%	-6.2%	Nov '24
Small Value- Avantis	100.53		0.4%	0.7%	5.6%	12.0%	16.5%	8.9%	9.3%	5.0%	48.7%	142.4%	32.3%	51.8%	-4.3%	Nov '24
Mid Value- Pacer Cash Cows	56.97		-0.4%	-0.7%	0.2%	3.2%	4.8%	2.1%	10.6%	1.6%	37.2%	114.4%	28.8%	39.3%	-6.1%	Nov '24
Growth- S&P Momentum	121.13		0.5%	2.2%	3.3%	12.8%	29.6%	37.3%	45.8%	28.0%	135.7%	161.1%	96.5%	141.4%	New Peak	Sep '25
Invesco S&P Quality	72.54		0.07%	0.5%	0.7%	3.2%	9.9%	9.8%	25.4%	8.8%	77.1%	99.7%	43.0%	88.4%	-0.6%	Aug '25
Rotation Factor- BlackRock	58.75		0.7%	1.6%	3.3%	11.4%	20.4%	22.2%	30.3%	15.4%	105.3%	130.0%	62.6%	120.3%	New Peak	Sep '25
US Min Volatility- Fidelity	65.73		0.12%	0.5%	2.2%	6.5%	10.1%	9.5%	16.1%	9.3%	53.3%	76.3%	33.0%	62.3%	-0.2%	Sep '25
Derivative Income- JPMorgan	56.82		-0.1%	0.1%	0.2%	2.4%	3.7%	3.9%	12.6%	3.8%	34.6%	62.5%	24.5%	42.0%	-1.0%	Aug '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	15.95		0.06%	0.0%	0.2%	3.5%	5.4%	14.7%	12.1%	7.4%	30.7%	36.5%	30.6%	30.1%	-0.8%	Aug '25
Multistrategy- AQR	13.83	p	EOD	0.9%	2.7%	4.1%	6.6%	14.5%	13.3%	12.3%	44.5%	80.9%	58.6%	41.7%	-0.1%	Sep '25
Long Short- AQR	19.65	p	EOD	0.7%	2.9%	5.5%	14.2%	32.0%	30.5%	22.7%	123.5%	209.5%	135.7%	124.8%	-0.6%	Sep '25
Mkt Neutral- BlackRock	14.62	p	EOD	0.5%	4.1%	5.2%	10.9%	19.1%	21.4%	13.9%	65.2%	61.8%	62.8%	63.3%	-0.5%	Sep '25
Multi Strategy- Variant	26.87		0.04%	0.1%	0.5%	1.7%	3.1%	7.1%	5.1%	4.5%	21.2%	45.8%	26.6%	22.4%	New Peak	Sep '25
Long Short- First Trust	68.81		0.07%	0.7%	2.0%	5.7%	7.9%	11.3%	18.8%	5.2%	48.7%	71.1%	38.5%	53.1%	New Peak	Sep '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)	251.61	4.5%	5.0%	23.5%	42.5%	52.4%	59.9%	36.0%	33.3%	146.4%	235.1%	74.7%	159.7%	New Peak	Sep '25
Meta (Communications)	764.70	1.2%	-0.1%	-2.6%	8.9%	26.0%	43.7%	66.0%	30.8%	425.6%	191.8%	127.1%	503.1%	-3.2%	Aug '25
Amazon (Cyclical)	231.43	1.4%	-2.9%	0.2%	7.1%	16.9%	25.2%	44.4%	5.5%	87.3%	50.4%	35.8%	105.0%	-4.4%	Feb '25
Tesla (Cyclical)	410.04	3.6%	18.2%	24.0%	24.6%	64.0%	80.8%	62.5%	1.5%	35.2%	178.5%	2.5%	88.7%	-14.6%	Dec '24
Procter & Gamble (Defensive)	156.83	-0.7%	-1.6%	1.6%	-1.9%	-5.4%	-9.3%	17.3%	-4.6%	22.4%	28.9%	5.7%	36.0%	-11.0%	Dec '24
PepsiCo (Defensive)	140.64	-2.0%	-1.7%	-5.6%	8.1%	-3.4%	-17.6%	-7.6%	-4.7%	-7.3%	21.2%	-8.7%	-8.7%	-22.1%	May '23
Coca-Cola (Defensive)	66.21	-1.2%	-2.4%	-5.3%	-6.1%	-3.6%	-6.1%	8.9%	7.9%	20.8%	50.5%	24.0%	30.4%	-9.8%	Apr '25
Exxon Mobil (Energy)	112.35	0.2%	1.5%	5.5%	0.8%	2.3%	3.3%	11.3%	7.3%	33.5%	269.1%	102.0%	26.5%	-7.1%	Oct '24
Chevron (Energy)	157.31	0.13%	1.6%	1.6%	8.9%	2.5%	15.7%	1.3%	12.4%	13.7%	148.5%	53.3%	12.8%	-6.0%	Jan '23
JPMorgan Chase (Financial)	308.90	0.6%	3.7%	6.3%	14.8%	34.4%	51.9%	44.3%	31.0%	185.2%	254.3%	111.2%	219.5%	New Peak	Sep '25
Visa (Financial)	339.05	-0.11%	-1.4%	-1.6%	-4.5%	2.5%	17.5%	22.3%	7.8%	79.5%	71.3%	57.5%	94.6%	-9.0%	Jun '25
Mastercard (Financial)	582.96	0.4%	-0.2%	0.2%	2.7%	10.8%	17.8%	24.2%	11.2%	88.3%	75.4%	60.7%	109.1%	-2.7%	Aug '25
Bank of America (Financial)	50.59	0.02%	0.6%	8.4%	14.5%	25.1%	32.4%	33.9%	17.2%	60.5%	123.2%	20.7%	83.4%	-0.3%	Sep '25
UnitedHealth (Health)	347.89	-1.3%	0.0%	14.4%	13.1%	-28.3%	-40.0%	-2.4%	-30.4%	-30.2%	22.0%	-26.9%	-27.2%	-43.5%	Nov '24
Johnson & Johnson (Health)	177.40	-0.4%	0.2%	1.2%	15.1%	10.7%	9.7%	-4.8%	25.6%	16.0%	37.9%	15.5%	19.5%	-0.8%	Sep '25
Eli Lilly (Health)	748.19	-1.0%	-0.3%	6.7%	-7.2%	-7.6%	-18.4%	33.3%	-2.5%	148.4%	424.2%	185.4%	136.4%	-21.5%	Aug '24
Union Pacific (Industrials)	216.25	0.6%	0.1%	-1.4%	-3.1%	-7.8%	-12.3%	-5.1%	-3.5%	9.5%	19.9%	-4.8%	20.8%	-15.1%	Mar '22
Honeywell (Industrials)	211.74	0.1%	-1.1%	-2.3%	-5.0%	2.1%	5.6%	10.0%	-4.8%	27.2%	37.7%	10.8%	30.6%	-11.5%	Jul '25
Nvidia (IT)	177.75	-0.04%	4.1%	-1.5%	22.9%	46.1%	52.3%	171.2%	32.4%	1248.4%	1324.7%	491.2%	1447.5%	-2.9%	Aug '25
Broadcom (IT)	364.09	1.2%	8.1%	18.9%	44.8%	87.2%	124.5%	110.5%	57.9%	667.8%	1018.1%	490.4%	788.6%	-1.5%	Sep '25
Adobe (IT)	347.10	-0.6%	-2.0%	-2.2%	-13.6%	-12.1%	-33.4%	-25.5%	-21.9%	15.9%	-27.1%	-38.5%	21.3%	-49.6%	Nov '21
Oracle (IT)	302.14	3.4%	25.1%	21.7%	43.4%	103.6%	79.2%	60.0%	82.8%	357.1%	437.3%	262.3%	390.8%	-8.0%	Sep '25
salesforce.com (IT)	242.52	-0.10%	-3.8%	0.0%	-7.9%	-12.9%	-5.0%	27.8%	-27.2%	61.5%	-2.4%	-4.2%	71.9%	-33.8%	Dec '24
Linde PLC (Materials)	476.73	-1.1%	0.7%	-0.7%	2.2%	5.0%	1.3%	3.2%	14.6%	74.4%	104.6%	47.7%	81.9%	-1.4%	Sep '25
Sherwin-Williams (Materials)	357.08	-0.8%	-1.2%	-2.0%	6.6%	4.9%	-5.0%	9.9%	5.7%	65.6%	56.5%	9.0%	82.1%	-10.1%	Nov '24
American Tower (Real Estate)	192.50	-1.3%	-1.1%	-6.6%	-10.5%	-7.3%	-17.3%	-12.2%	6.7%	-13.7%	-16.0%	-25.1%	14.6%	-28.6%	Sep '21
Prologis Inc. (Real Estate)	114.27	-0.9%	2.1%	7.2%	8.0%	4.0%	-9.2%	-18.1%	10.1%	9.4%	27.4%	-23.1%	23.9%	-27.1%	Apr '22
NextEra Energy (Utilities)	71.50	-0.2%	2.0%	-5.2%	-3.1%	-2.0%	-13.6%	21.5%	1.4%	-8.8%	14.8%	-14.3%	6.2%	-15.9%	Dec '21
Duke Energy (Utilities)	122.37	0.3%	1.7%	-0.1%	7.0%	3.7%	7.8%	15.6%	16.7%	30.1%	75.7%	37.2%	60.5%	-2.0%	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	15.99		0.3%	0.6%	2.0%	4.4%	6.9%	6.0%	4.7%	8.0%	23.1%	12.2%	6.9%	28.1%	New Peak	Sep '25
Moderate-60% Stock	64.19		0.5%	1.2%	2.6%	7.3%	12.5%	12.8%	10.7%	13.3%	46.2%	46.5%	22.3%	55.2%	New Peak	Sep '25
Mod Agg-80% Stock	50.40	p	EOD	0.9%	2.2%	7.7%	14.7%	15.7%	13.1%	15.2%	56.4%	62.8%	27.7%	67.8%	-0.2%	Sep '25
Aggressive-90% Stock	30.72		0.6%	1.6%	2.7%	9.1%	16.3%	16.7%	12.6%	16.2%	57.4%	67.2%	26.5%	68.9%	New Peak	Sep '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	115232.52	-0.2%	3.3%	-1.8%	7.9%	37.2%	98.0%	121.9%	23.3%	482.8%	950.0%	148.0%	501.5%	-6.6%	Aug '25
Ethereum	4520.09	-1.9%	4.9%	1.8%	77.9%	136.7%	96.9%	44.8%	35.6%	215.5%	1135.6%	20.2%	249.1%	-6.4%	Aug '25
BNB	921.27	-0.6%	4.7%	11.4%	41.5%	56.9%	72.6%	123.3%	31.4%	235.4%	3194.4%	79.9%	240.0%	-1.4%	Sep '25
Solana	234.55	-2.5%	8.0%	26.3%	55.5%	75.9%	78.4%	78.0%	23.9%	628.2%	9114.6%	37.7%	652.6%	-10.4%	Jan '25
Bitcoin ETF	65.50	-1.3%	3.6%	-1.4%	6.0%	36.1%	98.6%	-	23.5%	-	-	-	-	-6.2%	Aug '25
Grayscale Bitcoin (hi fee)	90.49	-1.4%	3.5%	-1.5%	5.7%	35.2%	96.1%	136.7%	22.3%	736.2%	730.6%	192.3%	793.6%	-6.3%	Aug '25
Bloomberg Commodities	21.48	1.1%	1.8%	4.6%	0.1%	1.8%	12.6%	5.5%	8.8%	2.2%	64.8%	20.1%	4.1%	-12.6%	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	-0.5%	-1.3%	-5.5%	-6.0%	0.9%	18.3%	19.1%	-2.7%	32.3%	221.8%	131.0%	19.9%	-8.8%	Oct '23
10yr Treasury rate	4.03	-0.7%	-1.0%	-6.8%	-9.4%	-6.4%	11.4%	18.3%	-11.8%	17.0%	487.2%	147.8%	3.4%	-19.1%	Oct '23
5yr Treasury rate	3.60	-0.6%	0.0%	-6.3%	-10.7%	-11.8%	5.8%	14.1%	-17.8%	-0.7%	1214.6%	163.9%	-12.4%	-27.4%	Oct '23
13-week T-bill	3.90	-0.7%	-1.1%	-5.2%	-8.2%	-6.9%	-17.8%	-18.8%	-7.3%	27.0%	3800.0%	7258.5%	10.4%	-27.1%	Oct '23
Crude Oil	63.45	0.3%	1.3%	1.0%	-11.6%	-5.6%	-9.5%	0.1%	-11.5%	-25.4%	58.0%	-16.6%	-27.3%	-48.7%	Mar '22
Gold	3716.00	0.9%	2.0%	11.4%	9.4%	24.1%	44.0%	27.5%	41.3%	122.3%	89.6%	106.5%	122.5%	New Peak	Sep '25
EUR/USD	1.18	0.07%	0.6%	-	1.9%	8.5%	5.8%	-6.0%	13.2%	-	-0.2%	3.5%	21.3%	-4.6%	Jan '21
USD/JPY	147.16	-0.13%	-0.2%	-	1.7%	-0.5%	4.5%	11.0%	-6.3%	-	40.1%	27.8%	0.3%	-8.9%	Jul '24
S&P 500 Volatility Index	15.69	6.3%	4.3%	4.0%	-17.9%	-27.9%	-8.5%	39.4%	-9.6%	-40.3%	-39.7%	-5.5%	-53.3%	-70.0%	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	51.00		0.1%	0.2%	0.5%	1.8%	3.1%	4.8%	6.5%	4.5%	19.8%	17.2%	15.4%	20.6%	New Peak	Sep '25
Interm Muni- JPMorgan	50.48		0.1%	0.8%	2.2%	2.8%	2.2%	1.7%	1.9%	2.7%	12.6%	6.2%	2.7%	14.0%	New Peak	Sep '25
Interm Bond- Janus MSB	45.94		0.4%	0.7%	2.3%	4.4%	4.5%	2.7%	1.5%	7.1%	13.2%	2.3%	1.5%	18.0%	New Peak	Sep '25
Interm Bond- Vanguard	78.55		0.2%	0.3%	1.7%	4.0%	5.3%	3.3%	1.6%	7.6%	15.0%	-1.3%	1.3%	18.9%	-1.8%	Dec '20
Multisector Bond- Intrepid	9.12	p	EOD	0.1%	0.7%	3.1%	4.5%	8.4%	10.4%	5.8%	30.4%	47.7%	25.5%	31.9%	-0.1%	Aug '25
Int’l Bond- JPMorgan	49.08		0.2%	0.3%	0.6%	2.6%	4.9%	5.5%	3.5%	6.7%	21.9%	16.7%	12.2%	26.1%	New Peak	Sep '25
Long Bond- Vanguard	78.51		0.4%	1.4%	3.6%	7.2%	6.5%	0.5%	-1.9%	8.5%	17.0%	-10.3%	-10.5%	26.4%	-14.1%	Sep '21
Long CA Muni- PIMCO	9.39		0.11%	0.9%	2.7%	3.3%	2.1%	1.4%	2.9%	2.3%	15.4%	7.6%	1.9%	17.1%	New Peak	Sep '25
Long Muni- iShares	57.01		0.2%	0.8%	2.4%	3.4%	2.1%	0.9%	1.6%	1.3%	10.8%	1.9%	-0.1%	11.5%	-0.5%	Aug '21

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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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