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S&P 500

Return

79.3%

[

12.9%

annualized]

Dec 31 2020 - Oct 21 2025

-0.3%

Below
Peak
Oct '25

DJIA (Large Value)

Return

53.3%

[

9.3%

annualized]

Dec 31 2020 - Oct 21 2025

New Peak

Russell 2000 (Small Cap)

Return

26.0%

[

4.9%

annualized]

Dec 31 2020 - Oct 21 2025

-1.3%

Below
Peak
Oct '25

Performance Range:

As of Oct 21 05:50 PM EDT, next update at 06:00 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	6735.35	0.00%	1.4%	1.1%	6.8%	30.6%	15.1%	23.3%	14.5%	79.5%	96.0%	40.4%	88.3%	-0.3%	Oct '25
DJIA (Large Value)	46924.74	0.5%	1.4%	1.3%	5.9%	22.9%	9.3%	12.9%	10.3%	51.0%	66.3%	28.3%	60.6%	New Peak	Oct '25
Russell 2000 (Small Cap)	2487.69	-0.5%	-0.3%	1.6%	11.5%	35.2%	11.1%	10.0%	11.5%	42.8%	55.1%	9.5%	47.4%	-1.3%	Oct '25
NASDAQ Comp (Tech/Growth)	22953.67	-0.2%	1.9%	1.4%	9.4%	44.6%	23.8%	28.6%	18.9%	111.4%	99.9%	45.0%	120.3%	-0.4%	Oct '25
Aggregate Bond	101.23	0.10%	0.4%	0.9%	3.6%	5.8%	6.1%	1.3%	7.2%	19.5%	-0.9%	0.5%	17.4%	-1.9%	Dec '20
Corp Bond	112.56	0.02%	0.4%	0.7%	4.3%	8.6%	7.0%	0.9%	8.6%	28.2%	-0.3%	-0.6%	26.0%	-3.5%	Sep '21
High Yield Bond	80.76	-0.1%	0.3%	-0.6%	1.5%	7.0%	7.2%	8.0%	6.7%	32.3%	24.0%	14.4%	33.9%	-0.7%	Sep '25
Preferred	31.63	-0.09%	0.7%	-1.6%	2.7%	11.0%	1.4%	7.2%	5.1%	27.6%	14.9%	1.5%	24.6%	-1.6%	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	88.59	-0.4%	-0.6%	-2.0%	-1.8%	12.5%	-6.7%	0.1%	6.8%	30.1%	49.6%	6.9%	37.2%	-7.4%	Oct '24
Consumer Discretionary/Cyclical	239.17	1.2%	2.1%	-0.7%	7.3%	33.1%	21.9%	26.5%	7.3%	72.4%	64.5%	17.4%	76.6%	-1.1%	Sep '25
Financial Services	52.73	-0.11%	-1.0%	-2.5%	1.0%	16.3%	13.3%	30.6%	10.2%	72.4%	133.4%	42.4%	83.2%	-2.6%	Sep '25
Real Estate	91.83	-0.3%	2.5%	1.2%	2.7%	10.1%	-0.1%	4.8%	6.2%	33.2%	39.4%	-7.5%	35.8%	-8.2%	Dec '21
Communication Services	116.65	0.4%	1.8%	-2.0%	8.8%	33.1%	29.8%	34.7%	21.6%	140.1%	100.1%	55.0%	152.8%	-2.0%	Sep '25
Energy	86.69	-0.2%	0.4%	-1.2%	2.8%	11.1%	-0.6%	5.6%	3.7%	10.6%	258.8%	73.4%	20.0%	-7.9%	Nov '24
Industrials	154.88	0.9%	1.1%	1.6%	3.2%	27.4%	13.3%	17.3%	18.8%	83.1%	108.6%	56.7%	91.6%	-0.5%	Oct '25
Technology	288.34	0.05%	2.4%	3.5%	10.5%	53.9%	25.1%	21.6%	24.6%	137.3%	151.9%	69.3%	153.1%	-0.8%	Oct '25
Consumer Staples/Defensive	79.29	-0.5%	0.3%	0.6%	-1.3%	-0.9%	-0.2%	12.2%	2.8%	24.6%	38.5%	13.5%	27.0%	-4.1%	Aug '25
Healthcare	145.13	0.2%	2.0%	6.2%	11.2%	10.5%	-2.4%	2.5%	6.9%	20.5%	48.5%	10.6%	25.1%	-5.7%	Sep '24
Utilities	90.61	-1.0%	-1.2%	7.4%	8.6%	21.0%	14.3%	23.3%	22.2%	57.1%	65.9%	43.3%	61.6%	-2.5%	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	139.61	-0.3%	1.4%	1.3%	7.3%	28.4%	18.2%	17.4%	19.7%	82.0%	86.0%	39.6%	89.7%	-0.3%	Oct '25
MSCI Emerging Markets	54.31	-1.1%	2.5%	2.5%	9.9%	30.8%	22.3%	6.5%	31.1%	66.0%	32.0%	20.0%	69.0%	-1.1%	Oct '25
FTSE Europe	80.67	-0.6%	0.8%	1.9%	4.3%	18.2%	21.1%	1.9%	29.8%	83.2%	79.7%	32.3%	93.8%	-0.8%	Oct '25
MSCI Japan	82.57	-1.2%	3.2%	2.2%	13.7%	22.6%	22.6%	7.0%	24.1%	76.8%	51.7%	31.3%	78.8%	-1.2%	Oct '25
MSCI India	54.48	-0.5%	3.2%	1.0%	-0.5%	2.8%	-2.3%	8.6%	3.5%	31.7%	67.3%	18.0%	35.6%	-7.3%	Sep '24
MSCI China	63.44	-1.1%	1.4%	-1.6%	9.7%	29.7%	30.8%	17.7%	36.7%	72.5%	-10.3%	10.3%	69.4%	-28.1%	Feb '21
International Bond	49.88	0.08%	0.3%	1.0%	1.5%	2.5%	4.0%	3.6%	3.4%	18.2%	0.2%	2.0%	18.1%	-0.8%	Dec '20
iShares Latin America	28.21	-1.2%	2.1%	-1.1%	12.1%	23.4%	19.3%	-23.1%	38.1%	31.0%	76.0%	56.3%	40.4%	-2.7%	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	617.09	-0.01%	1.4%	0.9%	6.8%	31.0%	16.1%	25.0%	15.3%	86.8%	110.2%	48.0%	96.1%	-0.3%	Oct '25
US Large Growth	472.55	-0.03%	1.6%	0.8%	8.6%	42.4%	23.5%	33.1%	18.0%	120.6%	119.9%	57.2%	130.9%	-0.5%	Oct '25
US Large Value	205.08	0.08%	1.0%	1.1%	5.2%	19.7%	8.8%	14.2%	12.2%	52.0%	85.8%	31.2%	59.2%	-0.1%	Oct '25

US MidCap Blend	293.52	0.4%	0.6%	0.7%	3.6%	22.7%	10.7%	15.3%	12.1%	58.6%	71.8%	22.5%	63.4%	-0.7%	Oct '25
US MidCap Growth	293.50	0.3%	0.3%	0.2%	2.1%	29.0%	17.9%	16.4%	16.0%	73.0%	61.4%	19.8%	76.8%	-1.2%	Oct '25
US MidCap Value	174.33	0.5%	0.7%	1.0%	4.7%	17.8%	4.9%	14.0%	9.0%	46.7%	83.2%	25.7%	52.0%	-0.5%	Oct '25

US Small Blend	257.17	0.2%	0.6%	-0.2%	6.4%	27.6%	8.6%	14.2%	7.8%	50.9%	69.3%	19.3%	54.8%	-0.8%	Sep '25
US Small Growth	329.03	-0.4%	-0.4%	2.1%	13.4%	40.5%	15.2%	15.0%	14.8%	57.4%	46.0%	14.0%	61.8%	-1.8%	Oct '25
US Small Value	179.34	-0.4%	-0.1%	1.4%	10.3%	31.4%	9.4%	7.6%	10.6%	39.4%	83.7%	14.8%	44.7%	-0.8%	Oct '25

Foreign Large Blend	94.59	-0.7%	1.3%	1.7%	6.5%	19.3%	20.5%	3.5%	27.3%	77.2%	69.9%	32.6%	84.4%	-0.7%	Oct '25
Foreign Growth	116.61	-0.7%	1.9%	2.6%	5.7%	19.5%	14.2%	1.5%	21.6%	63.2%	38.2%	11.3%	68.7%	-0.7%	Oct '25
Foreign Value	68.06	-0.7%	0.7%	1.2%	7.0%	19.1%	26.4%	5.4%	32.5%	90.8%	104.7%	55.9%	100.1%	-0.9%	Oct '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	23.75		-0.11%	0.4%	-1.6%	-1.5%	3.1%	3.3%	8.3%	1.8%	28.3%	32.2%	23.2%	28.8%	-1.9%	Aug '25
Ultra Short- Janus AAA CLO	50.64		0.04%	0.1%	-0.2%	0.3%	2.6%	4.4%	7.4%	3.0%	21.8%	22.8%	20.1%	22.3%	-0.4%	Aug '25
Bank Loan- Invesco	20.77		-0.05%	-0.3%	-0.6%	-0.1%	4.0%	4.9%	8.2%	3.4%	27.9%	29.5%	22.8%	28.9%	-1.1%	Sep '25
Interval CEF- Cliffwater	10.53	p	EOD	0.1%	-2.0%	-0.8%	2.1%	6.4%	12.6%	4.3%	31.6%	53.5%	35.0%	31.6%	-2.2%	Oct '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	52.26		-0.2%	1.0%	0.2%	5.5%	31.4%	13.1%	27.9%	14.7%	92.8%	165.0%	81.8%	100.8%	-0.6%	Oct '25
Int’l Min Volatility- Franklin	35.19		-0.10%	0.2%	2.4%	6.6%	17.4%	17.5%	15.9%	17.7%	73.2%	114.6%	65.2%	77.3%	-0.2%	Oct '25
MidCap 30 - Hennessy (hi fee)	24.14	p	EOD	0.6%	-1.1%	5.1%	23.4%	0.7%	34.6%	1.4%	81.4%	163.8%	83.5%	88.6%	-7.3%	Nov '24
Small Value- Avantis	98.78		0.2%	-0.4%	-1.5%	5.4%	25.9%	4.0%	9.3%	3.2%	43.7%	128.8%	30.0%	49.2%	-6.0%	Nov '24
Mid Value- Pacer Cash Cows	57.88		0.9%	2.0%	1.1%	3.6%	17.6%	0.7%	10.6%	3.2%	34.4%	117.7%	30.9%	41.6%	-4.6%	Nov '24
Growth- S&P Momentum	120.74		-0.4%	0.2%	-0.8%	5.9%	40.8%	29.0%	45.8%	27.6%	127.6%	151.3%	95.8%	140.7%	-1.1%	Sep '25
Invesco S&P Quality	74.71		0.6%	1.6%	2.1%	4.6%	21.4%	11.1%	25.4%	12.1%	84.9%	103.3%	47.3%	94.1%	New Peak	Oct '25
Rotation Factor- BlackRock	59.45		-0.05%	1.3%	0.6%	7.2%	32.8%	17.6%	30.3%	16.8%	112.9%	128.0%	64.5%	122.9%	-0.1%	Oct '25
US Min Volatility- Fidelity	65.83		-0.06%	0.9%	0.2%	4.0%	17.3%	7.5%	16.1%	9.5%	55.8%	74.8%	33.2%	62.5%	-0.6%	Oct '25
Derivative Income- JPMorgan	57.52		0.6%	1.1%	1.2%	1.8%	12.7%	3.4%	12.6%	5.1%	39.5%	62.9%	26.0%	43.8%	New Peak	Oct '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	15.76	p	EOD	-0.8%	-1.1%	0.7%	6.6%	7.9%	12.1%	6.1%	27.6%	34.3%	29.0%	28.6%	-2.0%	Aug '25
Multistrategy- AQR	13.95	p	EOD	0.5%	0.7%	5.4%	9.7%	16.0%	13.3%	13.3%	40.0%	83.6%	60.0%	43.0%	New Peak	Oct '25
Long Short- AQR	19.86	p	EOD	0.1%	0.5%	7.5%	16.8%	31.3%	30.5%	24.0%	116.0%	215.2%	138.2%	127.2%	-0.7%	Oct '25
Mkt Neutral- BlackRock	14.39	p	EOD	-0.5%	-1.2%	5.1%	8.1%	15.4%	21.4%	12.1%	61.3%	63.7%	60.2%	60.8%	-2.8%	Sep '25
Multi Strategy- Variant	26.55	p	EOD	0.2%	-1.3%	-0.2%	1.3%	5.0%	5.1%	3.3%	20.5%	43.0%	25.1%	20.9%	-1.3%	Sep '25
Long Short- First Trust	69.89		0.2%	1.3%	0.6%	5.5%	14.7%	9.2%	18.8%	6.8%	51.3%	69.4%	40.6%	55.5%	-0.6%	Oct '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)	250.46	-2.4%	2.0%	-1.7%	31.9%	70.0%	53.3%	36.0%	32.7%	149.4%	218.0%	73.9%	158.5%	-2.4%	Oct '25
Meta (Communications)	733.27	0.2%	3.5%	-5.7%	2.9%	51.5%	27.9%	66.0%	25.5%	467.5%	164.7%	117.9%	478.7%	-7.1%	Aug '25
Amazon (Cyclical)	222.03	2.6%	2.6%	-4.1%	-3.2%	32.7%	17.4%	44.4%	1.2%	86.1%	39.4%	30.3%	96.7%	-8.3%	Feb '25
Tesla (Cyclical)	442.60	-1.1%	3.1%	3.9%	34.7%	94.5%	102.2%	62.5%	9.6%	106.4%	214.2%	10.7%	103.7%	-7.8%	Dec '24
Procter & Gamble (Defensive)	151.62	-0.2%	1.6%	-2.8%	-2.2%	-7.9%	-8.8%	17.3%	-7.8%	26.3%	19.8%	2.2%	31.5%	-14.0%	Dec '24
PepsiCo (Defensive)	153.18	-0.3%	1.1%	8.1%	9.2%	10.3%	-9.1%	-7.6%	3.7%	-2.6%	27.7%	-0.6%	-0.5%	-15.2%	May '23
Coca-Cola (Defensive)	71.22	4.1%	5.5%	7.2%	2.4%	-0.7%	5.6%	8.9%	16.9%	39.3%	65.7%	34.4%	41.4%	-2.2%	Apr '25
Exxon Mobil (Energy)	112.71	0.01%	0.4%	-0.1%	5.3%	9.0%	-2.7%	11.3%	7.7%	18.0%	322.2%	102.7%	26.9%	-6.8%	Oct '24
Chevron (Energy)	153.79	-0.4%	0.9%	-1.5%	3.9%	17.7%	6.6%	1.3%	9.9%	0.4%	169.3%	49.9%	10.3%	-8.1%	Jan '23
JPMorgan Chase (Financial)	297.09	-1.7%	-1.7%	-5.6%	2.1%	30.4%	35.4%	44.3%	25.9%	160.4%	238.8%	103.1%	207.2%	-6.0%	Sep '25
Visa (Financial)	347.21	0.8%	-0.3%	1.6%	-0.9%	8.8%	21.9%	22.3%	10.4%	86.6%	81.4%	61.3%	99.3%	-6.8%	Jun '25
Mastercard (Financial)	572.03	1.0%	0.7%	-2.1%	3.1%	12.5%	11.6%	24.2%	9.1%	92.3%	76.3%	57.7%	105.2%	-4.5%	Aug '25
Bank of America (Financial)	51.52	-1.0%	2.9%	-1.4%	9.1%	41.1%	26.3%	33.9%	19.3%	59.6%	142.0%	22.9%	86.8%	-1.7%	Sep '25
UnitedHealth (Health)	365.37	0.2%	1.5%	8.5%	30.3%	-12.9%	-34.7%	-2.4%	-26.5%	-27.9%	22.4%	-22.7%	-23.1%	-40.3%	Nov '24
Johnson & Johnson (Health)	191.88	-0.9%	0.5%	8.9%	17.6%	24.2%	21.6%	-4.8%	35.9%	24.6%	53.8%	25.0%	29.2%	-0.9%	Oct '25
Eli Lilly (Health)	799.57	-1.2%	-1.6%	6.3%	5.1%	-1.8%	-11.1%	33.3%	4.2%	140.6%	498.4%	205.0%	152.6%	-16.1%	Aug '24
Union Pacific (Industrials)	226.54	-0.3%	-0.2%	2.7%	0.9%	6.1%	-3.5%	-5.1%	1.1%	27.6%	26.9%	-0.2%	26.6%	-11.1%	Mar '22
Honeywell (Industrials)	209.08	1.5%	0.2%	-0.1%	-10.7%	8.8%	-3.6%	10.0%	-6.0%	21.9%	33.8%	9.4%	28.9%	-12.6%	Jul '25
Nvidia (IT)	181.16	-0.8%	0.6%	2.5%	5.7%	87.0%	26.1%	171.2%	34.9%	1355.0%	1243.6%	502.6%	1477.2%	-5.9%	Oct '25
Broadcom (IT)	342.66	-1.9%	-0.4%	-0.5%	19.1%	107.0%	92.2%	110.5%	48.9%	702.0%	930.5%	456.6%	737.7%	-7.1%	Sep '25
Adobe (IT)	357.55	4.1%	6.4%	-2.3%	-2.8%	4.2%	-28.2%	-25.5%	-19.6%	16.7%	-27.9%	-36.6%	25.0%	-48.1%	Nov '21
Oracle (IT)	275.15	-0.7%	-8.0%	-10.9%	13.0%	124.5%	59.6%	60.0%	66.5%	292.1%	393.5%	229.9%	346.9%	-16.2%	Sep '25
salesforce.com (IT)	263.41	3.6%	9.9%	6.6%	0.6%	11.9%	-9.0%	27.8%	-20.8%	66.2%	4.7%	4.2%	87.1%	-28.0%	Dec '24
Linde PLC (Materials)	450.08	-0.3%	-2.0%	-6.0%	-4.3%	1.7%	-6.0%	3.2%	8.2%	61.8%	108.2%	39.4%	71.8%	-6.9%	Sep '25
Sherwin-Williams (Materials)	338.44	2.2%	0.9%	-2.4%	-0.6%	5.5%	-10.6%	9.9%	0.2%	67.4%	57.4%	3.3%	72.6%	-14.8%	Nov '24
American Tower (Real Estate)	192.37	-0.4%	3.1%	-0.5%	-15.1%	-11.1%	-11.0%	-12.2%	6.6%	12.2%	-9.0%	-25.1%	14.6%	-28.7%	Sep '21
Prologis Inc. (Real Estate)	125.99	-0.9%	9.1%	11.0%	17.9%	30.1%	10.9%	-18.1%	22.5%	34.2%	40.9%	-14.5%	37.8%	-18.9%	Apr '22
NextEra Energy (Utilities)	83.99	-0.9%	-0.8%	18.2%	10.3%	30.9%	2.3%	21.5%	19.1%	26.7%	27.0%	0.7%	24.8%	-2.1%	Oct '25
Duke Energy (Utilities)	128.33	-0.5%	0.4%	6.0%	8.0%	8.7%	11.0%	15.6%	22.4%	63.6%	69.0%	43.8%	68.4%	-0.5%	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	16.03	p	EOD	0.6%	0.4%	3.2%	8.4%	7.5%	4.7%	8.3%	28.9%	12.4%	7.2%	28.5%	New Peak	Oct '25
Moderate-60% Stock	64.72		-0.2%	1.0%	0.7%	5.3%	18.3%	12.9%	10.7%	14.3%	53.2%	47.5%	23.3%	56.5%	-0.2%	Oct '25
Mod Agg-80% Stock	51.54	p	EOD	1.4%	1.5%	6.8%	23.4%	16.2%	13.1%	17.8%	66.7%	65.1%	30.6%	71.6%	New Peak	Oct '25
Aggressive-90% Stock	31.28	p	EOD	1.4%	1.6%	7.1%	26.2%	16.3%	12.6%	18.4%	67.0%	68.4%	28.8%	72.0%	New Peak	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	110983.46	0.4%	-1.9%	-4.1%	-5.5%	26.8%	64.7%	121.9%	18.8%	478.9%	765.5%	138.9%	479.3%	-11.0%	Oct '25
Ethereum	3954.11	-0.7%	-4.2%	-11.6%	5.1%	150.3%	48.3%	44.8%	18.7%	204.2%	908.2%	5.1%	205.4%	-18.2%	Aug '25
BNB	1080.62	-1.9%	-10.8%	9.8%	40.9%	80.9%	80.5%	123.3%	54.2%	300.2%	3529.6%	111.0%	298.8%	-17.5%	Oct '25
Solana	191.27	0.8%	-5.5%	-19.8%	-2.4%	39.9%	15.1%	78.0%	1.1%	580.5%	10018.1%	12.3%	513.7%	-27.0%	Jan '25
Bitcoin ETF	63.49	0.9%	-0.7%	-2.9%	-4.3%	27.7%	64.6%	-	19.7%	-	-	-	-	-10.9%	Oct '25
Grayscale Bitcoin (hi fee)	87.64	0.9%	-0.7%	-3.0%	-4.6%	26.9%	62.6%	136.7%	18.4%	749.5%	578.7%	183.1%	765.5%	-11.0%	Oct '25
Bloomberg Commodities	21.82	-1.7%	0.8%	3.2%	2.3%	5.6%	11.8%	5.5%	10.5%	8.6%	63.6%	22.0%	5.8%	-11.2%	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	4.55	-0.6%	-1.6%	-4.4%	-7.9%	-7.4%	1.4%	19.1%	-5.0%	5.6%	179.2%	125.6%	17.1%	-10.9%	Oct '23
10yr Treasury rate	3.96	-0.6%	-1.5%	-4.3%	-9.4%	-10.0%	-5.2%	18.3%	-13.3%	-5.9%	385.7%	143.4%	1.6%	-20.5%	Oct '23
5yr Treasury rate	3.56	-0.5%	-1.2%	-3.5%	-8.9%	-10.1%	-10.5%	14.1%	-18.7%	-18.2%	914.2%	160.8%	-13.4%	-28.2%	Oct '23
13-week T-bill	3.78	-0.3%	-1.8%	-2.4%	-10.4%	-10.1%	-16.2%	-18.8%	-10.1%	-2.6%	4105.6%	7041.5%	7.1%	-29.2%	Oct '23
Crude Oil	57.58	0.10%	-1.9%	-8.1%	-14.3%	-8.7%	-18.4%	0.1%	-19.7%	-32.3%	43.8%	-24.3%	-34.0%	-53.5%	Mar '22
Gold	4138.50	-4.6%	0.0%	12.7%	21.7%	21.5%	52.0%	27.5%	57.4%	150.7%	115.0%	130.0%	147.8%	-4.6%	Oct '25
EUR/USD	1.16	-0.3%	0.0%	-1.2%	-0.8%	0.8%	7.3%	-6.0%	11.5%	-	-2.1%	2.0%	19.5%	-6.0%	Jan '21
USD/JPY	151.87	0.7%	0.1%	2.7%	3.0%	7.8%	0.8%	11.0%	-3.3%	-	45.1%	31.9%	3.5%	-6.0%	Jul '24
S&P 500 Volatility Index	17.87	-2.0%	-14.1%	15.7%	7.3%	-47.2%	-2.7%	39.4%	3.0%	-39.8%	-37.6%	7.7%	-46.8%	-65.9%	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		0.04%	0.1%	0.0%	1.0%	2.7%	5.1%	6.5%	4.5%	20.8%	17.1%	15.4%	20.6%	-0.1%	Oct '25
Interm Muni- JPMorgan	50.65		-0.2%	0.2%	0.2%	3.3%	4.5%	2.7%	1.9%	3.1%	15.7%	7.0%	3.1%	14.4%	-0.2%	Oct '25
Interm Bond- Janus MSB	46.14		0.2%	0.6%	0.9%	3.8%	6.3%	6.3%	1.5%	7.6%	21.1%	2.6%	1.9%	18.5%	New Peak	Oct '25
Interm Bond- Vanguard	78.83		0.10%	0.4%	0.7%	3.0%	5.6%	6.6%	1.6%	8.0%	21.0%	-0.4%	1.6%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.10	p	EOD	0.3%	-0.4%	1.4%	6.2%	7.1%	10.4%	5.6%	31.5%	46.2%	25.2%	31.6%	-0.5%	Sep '25
Int’l Bond- JPMorgan	49.13		-0.08%	0.5%	0.1%	1.8%	4.4%	6.4%	3.5%	6.9%	26.2%	16.7%	12.4%	26.2%	-0.1%	Oct '25
Long Bond- Vanguard	78.88		0.13%	0.7%	1.4%	6.0%	11.4%	6.3%	-1.9%	9.0%	31.0%	-8.5%	-10.0%	27.0%	-13.7%	Sep '21
Long CA Muni- PIMCO	9.46	p	EOD	0.4%	0.7%	4.6%	5.5%	2.7%	2.9%	3.1%	20.3%	9.0%	2.7%	18.0%	New Peak	Oct '25
Long Muni- iShares	57.61		0.10%	0.7%	0.9%	4.5%	6.0%	2.7%	1.6%	2.4%	14.4%	3.7%	1.0%	12.7%	New Peak	Oct '25

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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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