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S&P 500

Return

81.0%

[

12.7%

annualized]

Dec 31 2020 - Dec 16 2025

-1.5%

Below
Peak
Dec '25

DJIA (Large Value)

Return

57.2%

[

9.5%

annualized]

Dec 31 2020 - Dec 16 2025

-1.2%

Below
Peak
Dec '25

Russell 2000 (Small Cap)

Return

27.6%

[

5.0%

annualized]

Dec 31 2020 - Dec 16 2025

-2.8%

Below
Peak
Dec '25

Performance Range:

As of Dec 16 04:20 PM EDT, next update at 04:30 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	6800.26	-0.2%	-0.6%	1.0%	2.9%	12.7%	12.0%	23.3%	15.6%	76.5%	83.7%	41.8%	90.1%	-1.5%	Dec '25
DJIA (Large Value)	48114.26	-0.6%	1.2%	2.1%	5.1%	13.2%	10.1%	12.9%	13.1%	46.2%	59.6%	31.5%	64.7%	-1.2%	Dec '25
Russell 2000 (Small Cap)	2519.30	-0.4%	-0.3%	5.5%	4.8%	18.6%	6.7%	10.0%	13.0%	42.9%	29.0%	10.9%	49.3%	-2.8%	Dec '25
NASDAQ Comp (Tech/Growth)	23111.46	0.2%	-2.0%	0.9%	3.5%	17.3%	14.6%	28.6%	19.7%	115.9%	82.6%	46.0%	121.9%	-3.5%	Oct '25
Aggregate Bond	100.10	0.2%	0.3%	0.1%	0.0%	4.1%	5.9%	1.3%	6.7%	11.5%	-2.1%	0.0%	16.8%	-2.4%	Dec '20
Corp Bond	110.55	0.2%	0.1%	0.3%	-0.8%	4.7%	5.8%	0.9%	7.4%	14.6%	-3.8%	-1.7%	24.7%	-4.6%	Sep '21
High Yield Bond	80.66	0.06%	0.2%	0.5%	0.4%	3.9%	6.9%	8.0%	7.6%	27.9%	20.8%	15.4%	35.1%	-0.4%	Nov '25
Preferred	31.08	0.11%	0.7%	0.6%	-2.2%	5.6%	2.7%	7.2%	4.4%	19.6%	8.3%	0.8%	23.8%	-2.2%	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	45.00	-0.3%	3.7%	-48.1%	-50.1%	-48.4%	-48.1%	0.1%	-45.7%	-39.6%	-30.1%	-45.7%	-30.3%	-53.0%	Oct '24
Consumer Discretionary/Cyclical	121.93	0.2%	3.3%	-47.2%	-49.6%	-42.8%	-48.5%	26.5%	-45.3%	-6.5%	-20.5%	-40.1%	-9.9%	-49.7%	Nov '25
Financial Services	54.64	-0.6%	2.6%	4.2%	2.4%	8.9%	12.1%	30.6%	14.2%	70.6%	108.2%	47.6%	89.8%	-0.6%	Dec '25
Real Estate	89.07	-0.7%	0.2%	-0.6%	-2.4%	1.0%	-1.0%	4.8%	3.0%	20.1%	25.8%	-10.3%	31.7%	-11.0%	Dec '21
Communication Services	116.65	0.07%	0.2%	4.8%	-1.2%	12.5%	16.4%	34.7%	21.6%	150.6%	82.0%	55.0%	152.8%	-2.0%	Sep '25
Energy	43.81	-3.1%	-4.1%	-52.4%	-50.8%	-49.3%	-48.1%	5.6%	-47.6%	-42.4%	32.1%	-12.4%	-39.4%	-53.5%	Nov '24
Industrials	156.06	-0.6%	1.8%	2.7%	3.2%	9.4%	15.2%	17.3%	19.7%	66.8%	90.9%	57.9%	93.0%	-1.1%	Dec '25
Technology	142.56	0.2%	-3.7%	-50.5%	-47.6%	-41.2%	-40.6%	21.6%	-38.4%	14.4%	16.2%	-16.3%	25.2%	-53.1%	Oct '25
Consumer Staples/Defensive	79.28	-0.5%	1.7%	2.6%	0.1%	-1.0%	-0.2%	12.2%	2.8%	14.7%	34.3%	13.5%	27.0%	-4.1%	Aug '25
Healthcare	154.07	-1.3%	2.7%	1.5%	13.0%	14.6%	12.6%	2.5%	13.5%	19.5%	49.4%	17.4%	32.8%	-3.0%	Nov '25
Utilities	43.04	-0.4%	0.7%	-51.5%	-48.5%	-46.1%	-42.5%	23.3%	-41.9%	-33.0%	-19.6%	-31.9%	-23.2%	-53.7%	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	139.99	-1.3%	-1.2%	-0.1%	2.1%	11.5%	16.4%	17.4%	20.1%	72.3%	69.2%	40.0%	90.2%	-2.2%	Dec '25
MSCI Emerging Markets	52.98	-2.0%	-2.8%	-3.6%	-0.1%	12.2%	24.2%	6.5%	27.9%	48.7%	15.7%	17.0%	64.9%	-5.4%	Oct '25
FTSE Europe	83.05	-0.2%	1.8%	2.5%	4.5%	9.0%	29.7%	1.9%	33.7%	64.5%	62.4%	36.2%	99.5%	-0.2%	Dec '25
MSCI Japan	80.85	-4.7%	-3.0%	-3.7%	-0.6%	10.5%	19.7%	7.0%	21.5%	56.1%	32.5%	28.5%	75.1%	-4.7%	Dec '25
MSCI India	52.95	-0.3%	-0.6%	-3.1%	-1.7%	-3.0%	-4.0%	8.6%	0.6%	26.6%	45.9%	14.7%	31.8%	-9.9%	Sep '24
MSCI China	59.70	-1.9%	-2.7%	-6.0%	-8.0%	8.5%	29.4%	17.7%	28.7%	34.8%	-17.3%	3.8%	59.4%	-32.3%	Feb '21
International Bond	49.30	0.12%	0.1%	-0.3%	0.1%	1.1%	2.2%	3.6%	2.7%	13.2%	-1.2%	1.2%	17.2%	-1.4%	Jan '21
iShares Latin America	30.28	-4.0%	-1.8%	-0.8%	6.1%	18.0%	41.8%	-23.1%	48.2%	58.9%	43.4%	67.8%	50.7%	-5.3%	Dec '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	624.19	-0.3%	-0.6%	1.0%	3.2%	13.3%	13.3%	25.0%	16.9%	84.2%	97.4%	50.1%	98.9%	-1.5%	Dec '25
US Large Growth	469.79	0.12%	-1.8%	-0.2%	1.4%	14.6%	12.6%	33.1%	17.3%	119.0%	104.3%	56.3%	129.6%	-4.5%	Oct '25
US Large Value	209.32	-1.3%	0.3%	2.2%	3.9%	10.5%	11.6%	14.2%	14.6%	47.1%	69.9%	33.9%	62.5%	-1.7%	Dec '25

US MidCap Blend	292.41	-0.6%	0.4%	1.9%	1.2%	7.6%	7.7%	15.3%	12.0%	49.7%	53.2%	22.5%	63.4%	-1.7%	Dec '25
US MidCap Growth	281.29	-0.3%	-0.6%	0.5%	-3.1%	3.2%	5.5%	16.4%	11.4%	58.3%	38.3%	15.0%	69.7%	-5.6%	Oct '25
US MidCap Value	178.44	-1.0%	0.9%	2.6%	4.2%	10.7%	9.0%	14.0%	12.2%	41.2%	67.9%	29.3%	56.3%	-1.5%	Dec '25

US Small Blend	259.79	-0.6%	0.2%	4.0%	2.1%	12.5%	3.7%	14.2%	9.3%	47.6%	45.2%	20.9%	56.9%	-2.4%	Dec '25
US Small Growth	327.47	-0.5%	-1.3%	4.9%	4.2%	17.8%	7.7%	15.0%	14.2%	55.2%	19.6%	13.4%	61.0%	-3.5%	Dec '25
US Small Value	184.41	-1.2%	0.2%	5.6%	5.4%	20.1%	7.5%	7.6%	13.7%	40.6%	53.9%	18.1%	48.8%	-2.7%	Dec '25

Foreign Large Blend	94.92	-2.2%	-0.5%	-0.4%	1.7%	7.8%	24.5%	3.5%	27.7%	57.0%	50.1%	33.1%	85.1%	-2.2%	Dec '25
Foreign Growth	113.10	-1.9%	-1.0%	-1.4%	-0.6%	3.0%	13.5%	1.5%	18.0%	39.4%	22.4%	8.0%	63.6%	-3.8%	Oct '25
Foreign Value	70.36	-2.9%	-0.2%	0.1%	3.7%	12.1%	35.0%	5.4%	37.0%	74.7%	79.7%	61.2%	106.8%	-2.9%	Dec '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	23.70		0.04%	0.0%	-0.2%	-0.7%	1.4%	3.5%	8.3%	3.4%	28.7%	31.2%	25.1%	30.8%	-0.8%	Sep '25
Ultra Short- Janus AAA CLO	50.61		0.02%	0.2%	0.3%	1.2%	2.5%	4.9%	7.4%	4.7%	21.8%	23.9%	22.1%	24.3%	New Peak	Dec '25
Bank Loan- Invesco	21.02		0%	0.1%	0.3%	1.2%	3.5%	6.0%	8.2%	5.9%	27.9%	29.4%	25.7%	32.0%	New Peak	Dec '25
Interval CEF- Cliffwater	10.68	p	EOD	0.1%	0.8%	2.0%	4.3%	8.9%	12.6%	8.5%	35.1%	55.5%	40.5%	36.9%	New Peak	Dec '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	52.91		-0.2%	-0.5%	1.4%	2.4%	12.6%	12.7%	27.9%	16.2%	87.9%	131.6%	84.1%	103.3%	-1.7%	Oct '25
Int’l Min Volatility- Franklin	36.24		-1.0%	0.1%	-1.1%	5.2%	11.9%	23.2%	15.9%	22.4%	67.1%	103.6%	71.8%	84.4%	-1.9%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.74	p	EOD	0.7%	3.5%	2.7%	8.5%	-1.8%	62.3%	3.9%	147.7%	313.7%	219.9%	228.8%	-4.0%	Dec '24
Small Value- Avantis	103.53		-1.4%	0.6%	6.1%	3.7%	15.9%	3.4%	9.3%	8.7%	47.2%	98.1%	36.9%	57.1%	-2.6%	Dec '25
Mid Value- Pacer Cash Cows	60.72		-1.1%	0.6%	3.6%	6.3%	10.6%	5.6%	10.6%	8.9%	38.2%	99.6%	38.0%	49.3%	-1.3%	Dec '25
Growth- S&P Momentum	118.70		0.02%	-1.7%	0.7%	-1.8%	10.7%	21.4%	45.8%	25.6%	119.2%	139.0%	92.8%	137.0%	-4.4%	Oct '25
Invesco S&P Quality	75.54		-0.4%	1.5%	2.8%	4.4%	7.8%	9.5%	25.4%	13.7%	78.5%	94.6%	49.3%	96.8%	-0.9%	Dec '25
Rotation Factor- BlackRock	60.38		-0.4%	-0.9%	0.7%	3.2%	14.8%	15.0%	30.3%	18.9%	110.0%	112.2%	67.4%	126.9%	-1.6%	Dec '25
US Min Volatility- Fidelity	66.60		-0.7%	-0.3%	0.8%	1.8%	8.3%	8.4%	16.1%	11.2%	50.9%	68.8%	35.3%	65.0%	-1.9%	Nov '25
Derivative Income- JPMorgan	57.52		-0.4%	0.9%	1.4%	2.6%	5.6%	4.8%	12.6%	7.1%	33.0%	58.1%	28.4%	46.5%	-0.5%	Dec '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	15.74	p	EOD	-0.3%	0.1%	-1.1%	2.1%	6.2%	12.1%	6.0%	28.0%	35.1%	33.6%	33.2%	-2.1%	Aug '25
Multistrategy- AQR	14.22	p	EOD	0.9%	0.1%	2.6%	7.1%	15.3%	13.3%	15.5%	44.4%	87.2%	63.6%	46.2%	-0.7%	Nov '25
Long Short- AQR	21.32	p	EOD	1.7%	4.0%	8.3%	14.4%	31.5%	30.5%	33.1%	130.1%	253.7%	166.2%	153.9%	New Peak	Dec '25
Mkt Neutral- BlackRock	14.41	p	EOD	0.3%	-1.8%	-1.3%	4.0%	12.1%	21.4%	12.6%	57.9%	66.7%	60.9%	61.5%	-3.0%	Dec '25
Multi Strategy- Variant	26.83	p	EOD	0.1%	0.6%	2.1%	3.9%	7.1%	5.1%	6.8%	23.2%	45.9%	29.4%	25.0%	New Peak	Dec '25
Long Short- First Trust	70.69		-0.2%	-0.7%	-0.4%	2.9%	8.8%	6.0%	18.8%	8.3%	50.2%	71.2%	42.6%	57.7%	-1.8%	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)	306.57	-0.5%	-3.3%	10.9%	22.1%	73.6%	56.4%	36.0%	62.5%	242.0%	251.3%	112.9%	216.4%	-5.2%	Nov '25
Meta (Communications)	657.15	1.5%	0.0%	7.8%	-15.6%	-6.3%	5.5%	66.0%	12.5%	453.6%	139.9%	95.3%	418.6%	-16.8%	Aug '25
Amazon (Cyclical)	222.56	0.01%	-2.4%	-5.2%	-4.9%	3.0%	-4.5%	44.4%	1.4%	153.3%	37.3%	30.6%	97.1%	-12.4%	Nov '25
Tesla (Cyclical)	489.88	3.1%	10.0%	21.2%	16.2%	48.8%	5.8%	62.5%	21.3%	226.1%	136.0%	22.5%	125.5%	New Peak	Dec '25
Procter & Gamble (Defensive)	145.21	0.06%	4.0%	-1.7%	-7.5%	-8.5%	-12.9%	17.3%	-11.1%	4.1%	19.9%	-1.5%	26.8%	-17.1%	Dec '24
PepsiCo (Defensive)	150.37	-0.6%	4.0%	3.1%	7.4%	15.5%	-0.7%	-7.6%	1.8%	-8.8%	19.9%	-2.4%	-2.3%	-16.7%	May '23
Coca-Cola (Defensive)	70.37	-0.8%	0.4%	-1.1%	6.2%	0.6%	15.0%	8.9%	15.5%	21.9%	53.1%	32.8%	39.7%	-3.5%	Nov '25
Exxon Mobil (Energy)	114.68	-2.6%	-3.0%	-3.9%	0.9%	3.8%	9.6%	11.3%	10.5%	21.4%	221.1%	108.0%	30.2%	-4.4%	Oct '24
Chevron (Energy)	146.75	-2.0%	-1.2%	-5.9%	-7.0%	2.7%	2.8%	1.3%	6.0%	-1.3%	104.6%	44.6%	6.4%	-11.4%	Jan '23
JPMorgan Chase (Financial)	315.55	-1.4%	5.0%	3.9%	2.6%	17.8%	34.5%	44.3%	34.4%	162.8%	197.7%	116.7%	227.9%	-1.5%	Nov '25
Visa (Financial)	345.11	-0.5%	5.7%	4.6%	1.7%	-2.6%	10.0%	22.3%	10.0%	70.6%	71.8%	60.6%	98.5%	-7.2%	Jun '25
Mastercard (Financial)	566.02	-0.5%	5.3%	3.7%	-3.4%	-0.2%	7.3%	24.2%	8.1%	66.6%	75.3%	56.2%	103.3%	-5.4%	Aug '25
Bank of America (Financial)	54.81	-0.9%	2.4%	4.2%	8.2%	24.1%	22.7%	33.9%	26.9%	86.1%	114.2%	30.7%	98.7%	-0.9%	Dec '25
UnitedHealth (Health)	334.20	-2.0%	3.3%	3.8%	-1.6%	9.3%	-31.8%	-2.4%	-32.8%	-33.0%	6.1%	-29.3%	-29.6%	-45.4%	Nov '24
Johnson & Johnson (Health)	209.30	-2.3%	4.7%	6.8%	18.6%	35.8%	49.0%	-4.8%	48.2%	29.7%	60.2%	36.3%	41.0%	-2.3%	Dec '25
Eli Lilly (Health)	1054.29	-0.7%	7.3%	2.8%	38.1%	31.0%	36.3%	33.3%	37.6%	200.0%	545.7%	302.7%	233.6%	-5.0%	Nov '25
Union Pacific (Industrials)	235.88	-1.9%	1.9%	5.8%	9.2%	5.7%	3.1%	-5.1%	5.3%	19.7%	31.9%	3.9%	31.8%	-7.4%	Mar '22
Honeywell (Industrials)	198.26	0.4%	4.3%	-0.4%	0.3%	-5.1%	-8.9%	10.0%	-4.8%	7.0%	10.8%	10.7%	30.5%	-11.5%	Jul '25
Nvidia (IT)	177.72	0.8%	-3.9%	-6.5%	1.6%	22.8%	34.7%	171.2%	32.4%	973.5%	1245.7%	491.1%	1447.2%	-14.2%	Oct '25
Broadcom (IT)	341.30	0.4%	-16.0%	-0.3%	-5.0%	35.9%	37.9%	110.5%	48.3%	546.3%	798.8%	454.4%	734.4%	-17.4%	Dec '25
Adobe (IT)	347.89	-0.9%	1.0%	5.1%	-1.4%	-13.4%	-24.6%	-25.5%	-21.8%	2.8%	-29.0%	-38.4%	21.6%	-49.5%	Nov '21
Oracle (IT)	188.65	2.0%	-14.8%	-15.3%	-38.4%	-10.3%	11.3%	60.0%	14.3%	146.0%	222.2%	126.6%	207.0%	-42.4%	Sep '25
salesforce.com (IT)	254.91	0.13%	-2.3%	4.6%	6.7%	-3.1%	-28.2%	27.8%	-23.4%	100.8%	15.2%	0.8%	81.0%	-30.3%	Dec '24
Linde PLC (Materials)	423.51	1.6%	8.5%	0.0%	-10.2%	-8.9%	-0.2%	3.2%	2.1%	33.1%	80.8%	31.6%	62.1%	-12.4%	Sep '25
Sherwin-Williams (Materials)	327.87	-0.2%	2.1%	-1.3%	-7.0%	-1.9%	-9.4%	9.9%	-2.7%	40.1%	42.3%	0.3%	67.6%	-17.2%	Nov '24
American Tower (Real Estate)	179.13	-0.6%	-0.2%	-2.4%	-7.2%	-15.9%	-4.4%	-12.2%	0.1%	-7.3%	-5.9%	-29.6%	7.6%	-33.0%	Sep '21
Prologis Inc. (Real Estate)	127.61	-2.3%	0.1%	3.9%	11.9%	21.7%	20.5%	-18.1%	24.1%	24.0%	46.7%	-13.4%	39.6%	-17.9%	Apr '22
NextEra Energy (Utilities)	81.32	-0.4%	2.1%	-3.1%	16.5%	11.1%	14.4%	21.5%	16.2%	4.8%	23.3%	-1.8%	21.8%	-5.8%	Nov '25
Duke Energy (Utilities)	115.59	-1.0%	0.3%	-5.8%	-3.0%	1.9%	11.5%	15.6%	11.2%	29.7%	55.2%	30.7%	53.0%	-9.6%	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	16.01	p	EOD	0.1%	0.4%	0.9%	5.3%	9.9%	6.8%	9.0%	25.2%	15.0%	10.1%	31.9%	-0.6%	Oct '25
Moderate-60% Stock	65.23		-0.2%	0.0%	0.8%	2.1%	9.4%	13.3%	10.7%	15.6%	46.2%	40.2%	24.8%	58.4%	-0.8%	Dec '25
Mod Agg-80% Stock	52.03	p	EOD	0.2%	1.2%	2.7%	11.2%	20.1%	17.5%	18.9%	66.3%	65.9%	38.0%	81.3%	-0.8%	Dec '25
Aggressive-90% Stock	31.60	p	EOD	0.0%	1.1%	2.9%	12.2%	18.0%	14.8%	19.6%	68.6%	69.4%	37.2%	83.2%	-1.1%	Dec '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	87721.23	1.5%	-5.4%	-7.1%	-24.9%	-17.9%	-17.3%	121.9%	-6.1%	426.9%	311.6%	88.8%	357.9%	-29.7%	Oct '25
Ethereum	2945.78	-0.6%	-11.3%	-5.1%	-34.6%	15.9%	-26.1%	44.8%	-11.6%	152.2%	363.0%	-21.7%	127.5%	-39.0%	Aug '25
BNB	870.10	1.3%	-3.2%	-4.9%	-9.0%	33.7%	20.8%	123.3%	24.1%	276.3%	2753.7%	69.9%	221.1%	-33.6%	Oct '25
Solana	128.26	0.4%	-7.0%	-7.5%	-45.9%	-15.0%	-40.7%	78.0%	-32.2%	945.6%	7091.0%	-24.7%	311.5%	-51.0%	Jan '25
Bitcoin ETF	49.71	2.2%	-5.9%	-7.0%	-25.1%	-19.6%	-17.5%	-	-6.3%	-	-	-	-	-30.3%	Oct '25
Grayscale Bitcoin (hi fee)	68.49	2.1%	-5.9%	-7.2%	-25.3%	-20.0%	-18.5%	136.7%	-7.5%	856.1%	193.8%	121.2%	576.3%	-30.4%	Oct '25
Bloomberg Commodities	22.29	-1.0%	-1.6%	-0.7%	3.1%	3.9%	14.0%	5.5%	12.9%	9.0%	62.1%	24.6%	8.0%	-9.3%	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	-0.6%	0.3%	1.6%	3.8%	-2.6%	4.7%	19.1%	0.8%	36.5%	189.6%	139.3%	24.2%	-5.5%	Oct '23
10yr Treasury rate	4.15	-0.8%	-0.9%	0.0%	3.1%	-6.8%	-5.6%	18.3%	-9.3%	19.2%	351.0%	154.9%	6.3%	-16.8%	Oct '23
5yr Treasury rate	3.69	-1.1%	-2.3%	-1.1%	3.1%	-8.5%	-13.2%	14.1%	-15.7%	2.1%	898.1%	170.5%	-10.2%	-25.6%	Oct '23
13-week T-bill	3.55	0.2%	-2.4%	-6.4%	-8.9%	-16.5%	-16.2%	-18.8%	-15.8%	-14.8%	4626.7%	6588.7%	0.3%	-33.7%	Oct '23
Crude Oil	55.13	-3.0%	-5.4%	-8.3%	-14.6%	-23.2%	-22.0%	0.1%	-23.1%	-25.8%	15.3%	-27.5%	-36.8%	-55.4%	Mar '22
Gold	4331.50	0.6%	3.0%	6.0%	17.4%	27.5%	63.4%	27.5%	64.7%	142.0%	133.4%	140.7%	159.3%	-0.1%	Dec '25
EUR/USD	1.18	0.11%	0.9%	1.0%	-1.0%	1.7%	11.8%	-6.0%	12.9%	10.4%	-3.3%	3.3%	21.0%	-4.8%	Jan '21
USD/JPY	154.74	-0.7%	-0.7%	0.1%	5.7%	6.9%	0.8%	11.0%	-1.4%	12.3%	49.3%	34.4%	5.5%	-4.3%	Jul '24
S&P 500 Volatility Index	16.44	-0.4%	-2.9%	-17.1%	0.5%	-14.0%	11.9%	39.4%	-5.2%	-27.3%	-26.9%	-1.0%	-51.0%	-68.6%	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	50.72		0.06%	0.2%	-0.2%	0.2%	2.4%	5.2%	6.5%	5.1%	19.3%	17.0%	16.1%	21.3%	-0.6%	Dec '25
Interm Muni- JPMorgan	50.56		0.1%	0.2%	0.0%	0.6%	3.8%	3.1%	1.9%	3.8%	11.2%	5.5%	3.7%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.75		0.2%	0.5%	0.7%	0.9%	5.8%	7.4%	1.5%	8.5%	13.3%	2.7%	2.8%	19.5%	-0.2%	Nov '25
Interm Bond- Vanguard	78.09		0.2%	0.4%	0.2%	0.0%	4.4%	7.1%	1.6%	8.1%	13.8%	-1.0%	1.7%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.05	p	EOD	0.3%	0.1%	0.3%	4.3%	7.1%	10.4%	7.1%	29.4%	40.9%	27.0%	33.4%	-0.3%	Nov '25
Int’l Bond- JPMorgan	48.80		0.06%	0.3%	-0.1%	0.1%	3.2%	6.6%	3.5%	7.4%	19.4%	14.1%	12.9%	26.9%	-0.8%	Oct '25
Long Bond- Vanguard	76.21		0.3%	-0.2%	0.0%	-2.0%	5.4%	4.1%	-1.9%	6.7%	10.1%	-14.0%	-11.9%	24.3%	-15.6%	Sep '21
Long CA Muni- PIMCO	9.41	p	EOD	0.0%	-0.4%	0.8%	4.6%	3.1%	2.9%	3.6%	14.3%	6.4%	3.2%	18.6%	-0.6%	Nov '25
Long Muni- iShares	57.40		0.09%	0.1%	0.1%	1.0%	4.9%	2.4%	1.6%	2.7%	9.1%	2.1%	1.4%	13.1%	-0.5%	Nov '25

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BelowPeak Dec '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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Dec '25

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Dec '25

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Dec '25