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S&P 500

Return

84.5%

[

13.1%

annualized]

Dec 31 2020 - Dec 26 2025

New Peak

DJIA (Large Value)

Return

59.2%

[

9.8%

annualized]

Dec 31 2020 - Dec 26 2025

New Peak

Russell 2000 (Small Cap)

Return

28.3%

[

5.1%

annualized]

Dec 31 2020 - Dec 26 2025

-2.2%

Below
Peak
Dec '25

Performance Range:

As of Dec 27 01:40 PM EDT, next update at 01:50 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	6929.94	p	EOD	1.4%	1.7%	4.3%	12.3%	16.1%	23.3%	17.8%	81.0%	87.1%	44.5%	93.7%	New Peak	Dec '25
DJIA (Large Value)	48710.97	p	EOD	1.2%	2.7%	5.3%	11.2%	13.3%	12.9%	14.5%	46.5%	61.3%	33.1%	66.8%	New Peak	Dec '25
Russell 2000 (Small Cap)	2534.35	p	EOD	0.2%	1.9%	4.1%	16.7%	12.9%	10.0%	13.6%	44.9%	26.5%	11.5%	50.2%	-2.2%	Dec '25
NASDAQ Comp (Tech/Growth)	23593.10	p	EOD	1.2%	1.6%	4.9%	16.4%	19.6%	28.6%	22.2%	127.9%	84.3%	49.0%	126.5%	-1.5%	Oct '25
Aggregate Bond	100.04	p	EOD	0.2%	-0.9%	0.6%	2.9%	6.9%	1.3%	6.7%	13.9%	-2.3%	0.0%	16.8%	-2.5%	Dec '20
Corp Bond	110.64	p	EOD	0.5%	-1.3%	0.2%	3.4%	7.7%	0.9%	7.5%	18.4%	-4.2%	-1.6%	24.8%	-4.5%	Sep '21
High Yield Bond	80.60	p	EOD	0.3%	-0.4%	0.4%	2.8%	7.7%	8.0%	7.5%	29.5%	20.0%	15.3%	35.0%	-0.4%	Nov '25
Preferred	31.06	p	EOD	-0.3%	0.5%	-1.2%	4.3%	5.1%	7.2%	4.4%	22.1%	8.0%	0.8%	23.7%	-2.3%	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	46.11	p	EOD	2.2%	-48.1%	-48.1%	-47.3%	-44.9%	0.1%	-44.4%	-38.1%	-29.2%	-44.4%	-28.6%	-51.8%	Oct '24
Consumer Discretionary/Cyclical	122.05	p	EOD	0.4%	-48.1%	-49.1%	-44.1%	-46.5%	26.5%	-45.2%	-1.9%	-19.7%	-40.1%	-9.9%	-49.6%	Nov '25
Financial Services	55.62	p	EOD	1.8%	5.0%	3.3%	7.4%	15.3%	30.6%	16.3%	71.4%	108.7%	50.2%	93.2%	-0.2%	Dec '25
Real Estate	88.86	p	EOD	1.2%	-2.4%	-2.4%	1.4%	3.1%	4.8%	2.7%	20.1%	26.4%	-10.5%	31.4%	-11.2%	Dec '21
Communication Services	117.97	p	EOD	1.6%	3.1%	-0.2%	9.9%	21.3%	34.7%	22.9%	156.4%	86.4%	56.8%	155.6%	-0.9%	Sep '25
Energy	44.20	p	EOD	1.0%	-50.5%	-52.0%	-47.7%	-46.4%	5.6%	-47.1%	-44.9%	38.9%	-11.6%	-38.8%	-53.0%	Nov '24
Industrials	157.21	p	EOD	1.2%	2.9%	3.0%	7.5%	19.2%	17.3%	20.5%	66.2%	92.2%	59.0%	94.5%	-0.3%	Dec '25
Technology	146.53	p	EOD	1.5%	-48.4%	-47.5%	-41.5%	-38.0%	21.6%	-36.7%	21.1%	17.9%	-14.0%	28.6%	-51.8%	Oct '25
Consumer Staples/Defensive	78.23	p	EOD	0.1%	-0.9%	0.3%	-2.2%	0.5%	12.2%	1.4%	11.4%	32.6%	12.0%	25.3%	-5.4%	Aug '25
Healthcare	156.05	p	EOD	1.1%	-1.5%	15.2%	17.0%	13.8%	2.5%	14.9%	20.3%	51.0%	18.9%	34.5%	-1.7%	Nov '25
Utilities	42.78	p	EOD	1.1%	-52.5%	-50.7%	-47.0%	-42.6%	23.3%	-42.3%	-34.7%	-19.2%	-32.3%	-23.7%	-54.0%	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	142.90	p	EOD	1.4%	1.5%	4.0%	11.6%	21.0%	17.4%	22.6%	75.7%	72.6%	42.9%	94.2%	-0.2%	Dec '25
MSCI Emerging Markets	54.80	p	EOD	2.0%	1.0%	4.0%	14.0%	30.8%	6.5%	32.3%	51.7%	21.1%	21.1%	70.6%	-2.2%	Oct '25
FTSE Europe	83.97	p	EOD	1.4%	3.7%	6.3%	8.9%	34.3%	1.9%	35.1%	64.6%	62.6%	37.7%	101.7%	New Peak	Dec '25
MSCI Japan	80.97	p	EOD	0.5%	-2.8%	0.7%	7.6%	20.5%	7.0%	21.6%	56.4%	33.8%	28.7%	75.3%	-4.0%	Nov '25
MSCI India	53.84	p	EOD	-0.6%	-1.5%	3.0%	-3.6%	1.4%	8.6%	2.3%	30.0%	47.0%	16.6%	34.0%	-8.4%	Sep '24
MSCI China	61.27	p	EOD	1.1%	-1.0%	-4.7%	11.0%	30.3%	17.7%	32.0%	34.8%	-13.0%	6.5%	63.6%	-30.6%	Feb '21
International Bond	48.42	p	EOD	0.4%	-2.5%	-1.5%	-1.0%	1.1%	3.6%	0.8%	13.3%	-3.0%	-0.6%	15.1%	-3.2%	Jan '21
iShares Latin America	30.93	p	EOD	2.4%	0.0%	8.0%	20.0%	50.8%	-23.1%	51.4%	53.9%	47.8%	71.4%	53.9%	-3.3%	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	634.84	p	EOD	1.4%	1.6%	4.3%	12.6%	17.1%	25.0%	18.9%	88.2%	100.5%	52.7%	102.3%	New Peak	Dec '25
US Large Growth	480.33	p	EOD	1.4%	1.2%	3.3%	14.0%	17.5%	33.1%	20.0%	129.0%	106.7%	59.8%	134.7%	-2.3%	Oct '25
US Large Value	212.45	p	EOD	1.2%	1.9%	4.7%	10.4%	15.4%	14.2%	16.3%	47.9%	72.4%	35.9%	64.9%	-0.2%	Dec '25

US MidCap Blend	294.51	p	EOD	0.9%	1.5%	1.1%	6.3%	11.7%	15.3%	12.8%	51.0%	52.8%	23.4%	64.5%	-0.9%	Dec '25
US MidCap Growth	284.27	p	EOD	0.6%	1.0%	-2.3%	1.0%	10.8%	16.4%	12.6%	62.3%	37.0%	16.2%	71.5%	-4.6%	Oct '25
US MidCap Value	179.40	p	EOD	1.0%	1.7%	3.3%	10.2%	12.1%	14.0%	12.8%	40.5%	69.0%	30.0%	57.2%	-0.9%	Dec '25

US Small Blend	262.84	p	EOD	0.6%	2.1%	3.5%	11.5%	9.7%	14.2%	10.5%	49.6%	43.8%	22.3%	58.7%	-1.3%	Dec '25
US Small Growth	331.06	p	EOD	0.4%	1.6%	3.7%	16.3%	14.2%	15.0%	15.5%	59.1%	15.9%	14.7%	62.8%	-2.4%	Dec '25
US Small Value	184.52	p	EOD	0.0%	1.6%	4.4%	17.6%	13.6%	7.6%	13.8%	40.7%	52.7%	18.2%	48.9%	-2.6%	Dec '25

Foreign Large Blend	96.57	p	EOD	1.2%	1.8%	4.3%	8.1%	29.1%	3.5%	29.9%	58.3%	53.1%	35.4%	88.3%	-0.5%	Dec '25
Foreign Growth	114.84	p	EOD	1.2%	1.2%	2.0%	2.8%	18.3%	1.5%	19.8%	42.5%	23.7%	9.7%	66.2%	-2.4%	Oct '25
Foreign Value	71.66	p	EOD	1.2%	2.3%	6.2%	12.9%	39.2%	5.4%	39.6%	73.7%	84.6%	64.2%	110.7%	-0.6%	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	23.47	p	EOD	-0.2%	-1.2%	-1.2%	-0.1%	2.4%	8.3%	2.4%	27.5%	29.7%	23.8%	29.5%	-1.8%	Sep '25
Ultra Short- Janus AAA CLO	50.54	p	EOD	0.2%	0.1%	0.8%	2.2%	4.6%	7.4%	4.6%	21.4%	23.7%	21.9%	24.2%	-0.2%	Dec '25
Bank Loan- Invesco	20.99	p	EOD	0.4%	0.5%	1.0%	2.8%	5.8%	8.2%	5.7%	27.8%	28.7%	25.5%	31.8%	-0.1%	Dec '25
Interval CEF- Cliffwater	10.71	p	EOD	0.2%	0.7%	2.0%	4.2%	8.9%	12.6%	8.8%	35.2%	55.8%	40.9%	37.2%	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	53.98	p	EOD	1.8%	2.0%	4.3%	11.2%	16.9%	27.9%	18.5%	89.6%	138.0%	87.8%	107.4%	New Peak	Dec '25
Int’l Min Volatility- Franklin	36.79	p	EOD	0.4%	-0.4%	6.0%	13.8%	24.9%	15.9%	24.2%	67.5%	107.7%	74.4%	87.2%	-0.4%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.84	p	EOD	0.5%	1.7%	2.6%	6.3%	2.9%	62.3%	4.4%	143.8%	309.1%	221.2%	230.1%	-3.7%	Dec '24
Small Value- Avantis	103.69	p	EOD	-0.1%	2.7%	3.1%	14.2%	8.9%	9.3%	8.8%	45.3%	96.9%	37.1%	57.3%	-2.4%	Dec '25
Mid Value- Pacer Cash Cows	61.33	p	EOD	0.7%	3.2%	6.6%	12.0%	9.5%	10.6%	10.0%	38.2%	101.0%	39.4%	50.8%	-0.3%	Dec '25
Growth- S&P Momentum	121.38	p	EOD	1.8%	1.8%	0.7%	8.7%	26.4%	45.8%	28.5%	119.0%	143.8%	97.2%	142.3%	-2.3%	Oct '25
Invesco S&P Quality	76.33	p	EOD	1.2%	2.6%	4.9%	8.1%	13.3%	25.4%	14.8%	79.9%	96.2%	50.9%	98.9%	New Peak	Dec '25
Rotation Factor- BlackRock	61.60	p	EOD	1.4%	1.9%	4.5%	13.9%	19.5%	30.3%	21.3%	116.7%	116.2%	70.8%	131.5%	-0.1%	Dec '25
US Min Volatility- Fidelity	67.42	p	EOD	1.3%	-0.1%	2.8%	8.6%	11.3%	16.1%	12.5%	51.6%	70.1%	36.9%	67.0%	-0.7%	Nov '25
Derivative Income- JPMorgan	58.02	p	EOD	0.8%	0.6%	3.2%	5.8%	7.1%	12.6%	8.1%	33.0%	58.6%	29.5%	47.8%	New Peak	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	15.84	p	EOD	0.1%	1.5%	-0.9%	2.7%	7.0%	12.1%	6.7%	22.5%	36.1%	34.5%	34.0%	-1.5%	Aug '25
Multistrategy- AQR	14.08	p	EOD	-1.2%	-0.8%	1.1%	5.9%	14.9%	13.3%	14.4%	41.0%	83.6%	62.0%	44.8%	-1.7%	Nov '25
Long Short- AQR	21.27	p	EOD	0.2%	3.3%	6.7%	13.3%	32.3%	30.5%	32.8%	113.4%	250.1%	165.6%	153.3%	-0.2%	Dec '25
Mkt Neutral- BlackRock	14.60	p	EOD	-0.3%	-0.5%	-1.4%	5.3%	14.2%	21.4%	14.1%	57.4%	69.1%	63.0%	63.6%	-1.7%	Dec '25
Multi Strategy- Variant	26.89	p	EOD	0.1%	0.6%	2.3%	3.9%	7.1%	5.1%	7.0%	23.2%	45.9%	29.7%	25.3%	New Peak	Dec '25
Long Short- First Trust	71.75	p	EOD	1.0%	0.4%	2.9%	8.9%	8.7%	18.8%	9.9%	51.9%	71.4%	44.7%	60.0%	-0.3%	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)	313.51	p	EOD	2.1%	-2.0%	27.2%	75.8%	63.2%	36.0%	66.2%	261.2%	264.1%	117.7%	223.6%	-3.1%	Nov '25
Meta (Communications)	663.29	p	EOD	0.7%	4.7%	-10.8%	-9.5%	10.8%	66.0%	13.5%	471.0%	149.6%	97.1%	423.4%	-16.0%	Aug '25
Amazon (Cyclical)	232.52	p	EOD	2.3%	1.5%	5.8%	4.1%	3.9%	44.4%	6.0%	180.0%	46.6%	36.5%	106.0%	-8.5%	Nov '25
Tesla (Cyclical)	475.19	p	EOD	-1.2%	11.4%	7.9%	46.8%	10.1%	62.5%	17.7%	335.6%	115.4%	18.8%	118.7%	-3.0%	Dec '25
Procter & Gamble (Defensive)	144.74	p	EOD	0.2%	-2.4%	-4.4%	-8.2%	-12.4%	17.3%	-11.4%	1.4%	19.1%	-1.8%	26.4%	-17.3%	Dec '24
PepsiCo (Defensive)	143.78	p	EOD	-3.0%	-2.8%	2.4%	10.8%	-3.1%	-7.6%	-2.6%	-14.1%	14.5%	-6.7%	-6.6%	-20.4%	May '23
Coca-Cola (Defensive)	69.87	p	EOD	-0.3%	-4.1%	6.4%	0.1%	14.4%	8.9%	14.7%	18.3%	50.9%	31.8%	38.7%	-4.2%	Nov '25
Exxon Mobil (Energy)	119.11	p	EOD	2.1%	3.8%	2.5%	10.9%	16.0%	11.3%	14.8%	19.8%	250.3%	116.1%	35.2%	-0.7%	Oct '24
Chevron (Energy)	150.02	p	EOD	1.5%	0.3%	-5.3%	6.7%	9.0%	1.3%	8.4%	-5.3%	117.4%	47.8%	8.8%	-9.4%	Jan '23
JPMorgan Chase (Financial)	327.91	p	EOD	3.4%	6.6%	4.3%	15.3%	38.8%	44.3%	39.7%	168.0%	199.8%	125.2%	240.8%	-0.4%	Dec '25
Visa (Financial)	355.00	p	EOD	1.6%	6.4%	5.4%	2.2%	12.2%	22.3%	13.1%	76.0%	76.4%	65.2%	104.2%	-4.5%	Jun '25
Mastercard (Financial)	579.60	p	EOD	1.3%	6.4%	2.7%	5.6%	9.5%	24.2%	10.7%	70.4%	77.5%	60.0%	108.2%	-3.1%	Aug '25
Bank of America (Financial)	56.17	p	EOD	1.6%	6.0%	7.6%	19.9%	28.9%	33.9%	30.1%	85.8%	110.5%	34.0%	103.6%	-0.1%	Dec '25
UnitedHealth (Health)	331.83	p	EOD	1.3%	0.6%	-3.6%	8.0%	-33.8%	-2.4%	-33.2%	-34.6%	4.9%	-29.8%	-30.1%	-45.8%	Nov '24
Johnson & Johnson (Health)	207.63	p	EOD	0.6%	0.0%	15.5%	37.2%	46.6%	-4.8%	47.0%	27.4%	56.0%	35.2%	39.8%	-3.1%	Dec '25
Eli Lilly (Health)	1077.75	p	EOD	0.6%	-2.4%	49.0%	39.5%	38.6%	33.3%	40.6%	202.5%	581.4%	311.7%	241.0%	-2.9%	Nov '25
Union Pacific (Industrials)	233.44	p	EOD	-0.3%	1.2%	-0.7%	1.5%	3.3%	-5.1%	4.2%	18.4%	27.6%	2.8%	30.4%	-8.4%	Mar '22
Honeywell (Industrials)	197.37	p	EOD	-0.9%	3.9%	1.2%	-7.5%	-6.8%	10.0%	-5.3%	3.9%	10.7%	10.3%	29.9%	-11.9%	Jul '25
Nvidia (IT)	190.53	p	EOD	5.3%	5.7%	6.9%	20.8%	39.1%	171.2%	41.9%	1250.5%	1370.4%	533.7%	1558.8%	-8.0%	Oct '25
Broadcom (IT)	352.13	p	EOD	3.7%	-11.4%	5.3%	31.0%	46.7%	110.5%	53.0%	564.1%	805.5%	472.0%	760.9%	-14.7%	Dec '25
Adobe (IT)	353.80	p	EOD	-0.6%	11.4%	-1.8%	-8.3%	-20.8%	-25.5%	-20.4%	5.6%	-29.2%	-37.3%	23.6%	-48.6%	Nov '21
Oracle (IT)	197.99	p	EOD	3.1%	-3.4%	-30.0%	-5.5%	18.3%	60.0%	20.0%	153.7%	226.8%	137.8%	222.2%	-39.6%	Sep '25
salesforce.com (IT)	266.08	p	EOD	2.4%	16.6%	9.3%	-2.5%	-21.0%	27.8%	-20.0%	105.8%	19.1%	5.3%	89.0%	-27.2%	Dec '24
Linde PLC (Materials)	424.77	p	EOD	0.8%	4.1%	-10.5%	-8.1%	1.4%	3.2%	2.4%	33.8%	76.7%	32.0%	62.6%	-12.2%	Sep '25
Sherwin-Williams (Materials)	325.44	p	EOD	1.4%	-5.2%	-4.6%	-5.4%	-4.4%	9.9%	-3.4%	39.7%	39.1%	-0.5%	66.4%	-17.9%	Nov '24
American Tower (Real Estate)	176.41	p	EOD	2.3%	-2.7%	-8.4%	-18.3%	-0.6%	-12.2%	-1.4%	-8.3%	-7.5%	-30.7%	6.0%	-34.0%	Sep '21
Prologis Inc. (Real Estate)	128.71	p	EOD	1.2%	0.4%	12.7%	22.9%	25.7%	-18.1%	25.1%	23.9%	51.1%	-12.7%	40.8%	-17.2%	Apr '22
NextEra Energy (Utilities)	80.41	p	EOD	1.1%	-6.0%	6.0%	14.3%	14.2%	21.5%	14.9%	3.8%	21.0%	-2.9%	20.4%	-6.8%	Nov '25
Duke Energy (Utilities)	117.18	p	EOD	1.4%	-5.1%	-3.9%	2.0%	12.1%	15.6%	12.7%	27.3%	59.0%	32.5%	55.1%	-8.4%	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	15.80	p	EOD	-1.4%	-1.6%	0.0%	2.8%	9.8%	6.8%	7.6%	25.5%	13.5%	8.7%	30.2%	-1.9%	Oct '25
Moderate-60% Stock	65.44	p	EOD	0.9%	0.4%	2.7%	8.0%	15.3%	10.7%	16.0%	47.5%	40.3%	25.2%	58.9%	-0.5%	Dec '25
Mod Agg-80% Stock	51.12	p	EOD	-2.0%	-1.2%	1.1%	7.3%	20.2%	17.5%	16.8%	64.0%	62.7%	35.6%	78.1%	-2.5%	Dec '25
Aggressive-90% Stock	32.17	p	EOD	1.5%	2.3%	5.0%	11.6%	22.8%	14.8%	21.7%	72.2%	71.2%	39.7%	86.5%	New Peak	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	87492.38		0.2%	-0.7%	-3.3%	-20.3%	-18.3%	-7.1%	121.9%	-6.4%	423.4%	268.6%	88.3%	356.7%	-29.9%	Oct '25
Ethereum	2924.98		-0.03%	-1.8%	-3.4%	-27.5%	20.7%	-12.1%	44.8%	-12.2%	141.2%	378.2%	-22.2%	125.9%	-39.5%	Aug '25
BNB	839.58		0.7%	-1.9%	-5.9%	-12.6%	29.9%	21.6%	123.3%	19.8%	240.5%	2483.3%	63.9%	209.8%	-35.9%	Oct '25
Solana	123.16		0.8%	-2.4%	-13.9%	-40.0%	-13.4%	-33.0%	78.0%	-34.9%	1011.0%	8939.8%	-27.7%	295.2%	-53.0%	Jan '25
Bitcoin ETF	49.61	p	EOD	-0.6%	-2.8%	-19.9%	-18.3%	-7.6%	-	-6.5%	-	-	-	-	-30.4%	Oct '25
Grayscale Bitcoin (hi fee)	68.40	p	EOD	-0.6%	-2.8%	-20.1%	-18.7%	-8.7%	136.7%	-7.6%	863.3%	176.9%	120.9%	575.5%	-30.5%	Oct '25
Bloomberg Commodities	23.33	p	EOD	3.5%	3.9%	8.4%	11.7%	19.2%	5.5%	18.1%	13.3%	67.0%	30.4%	13.1%	-5.0%	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	p	EOD	-0.2%	3.8%	1.1%	-0.5%	0.2%	19.1%	0.7%	22.2%	189.7%	139.1%	24.1%	-5.5%	Oct '23
10yr Treasury rate	4.14	p	EOD	-0.4%	3.5%	-1.2%	-3.4%	-10.5%	18.3%	-9.6%	7.2%	345.7%	154.1%	6.0%	-17.1%	Oct '23
5yr Treasury rate	3.70	p	EOD	0.1%	3.5%	-1.9%	-3.4%	-17.0%	14.1%	-15.6%	-6.7%	915.7%	170.8%	-10.1%	-25.5%	Oct '23
13-week T-bill	3.54	p	EOD	0.6%	-5.6%	-8.2%	-15.6%	-15.2%	-18.8%	-15.8%	-15.5%	4624.0%	6584.9%	0.3%	-33.8%	Oct '23
Crude Oil	56.74	p	EOD	0.1%	-	-13.7%	-13.4%	-19.6%	0.1%	-20.9%	-28.7%	17.6%	-25.4%	-35.0%	-54.1%	Mar '22
Gold	4529.10	p	EOD	3.8%	-	20.0%	38.3%	73.1%	27.5%	72.3%	149.6%	140.9%	151.7%	171.2%	New Peak	Dec '25
EUR/USD	1.18	p	EOD	0.5%	1.9%	-	-	13.1%	-6.0%	13.3%	10.8%	-3.3%	3.6%	21.4%	-4.5%	Jan '21
USD/JPY	156.09	p	EOD	0.3%	-0.1%	-	-	-1.1%	11.0%	-0.6%	17.6%	50.7%	35.6%	6.4%	-3.4%	Jul '24
S&P 500 Volatility Index	13.60	p	EOD	-8.8%	-20.9%	-11.1%	-16.7%	-14.7%	39.4%	-21.6%	-37.2%	-36.8%	-18.1%	-59.5%	-74.0%	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	50.80	p	EOD	0.1%	-0.4%	0.5%	2.0%	5.4%	6.5%	5.2%	19.6%	17.1%	16.3%	21.5%	-0.4%	Dec '25
Interm Muni- JPMorgan	50.58	p	EOD	0.0%	-0.4%	0.9%	3.5%	4.0%	1.9%	3.8%	12.1%	5.4%	3.8%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.77	p	EOD	-0.1%	-0.1%	1.7%	4.4%	8.7%	1.5%	8.5%	15.6%	2.7%	2.8%	19.6%	-0.2%	Dec '25
Interm Bond- Vanguard	78.05	p	EOD	0.3%	-1.0%	0.8%	3.0%	8.3%	1.6%	8.0%	16.2%	-1.3%	1.7%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.06	p	EOD	0.1%	-0.2%	0.4%	3.6%	7.2%	10.4%	7.2%	30.0%	40.0%	27.1%	33.6%	-0.2%	Nov '25
Int’l Bond- JPMorgan	49.01	p	EOD	0.3%	-0.1%	1.0%	2.8%	7.7%	3.5%	7.9%	21.2%	13.9%	13.4%	27.4%	-0.4%	Oct '25
Long Bond- Vanguard	76.35	p	EOD	0.6%	-2.0%	-0.4%	3.9%	7.1%	-1.9%	6.9%	16.0%	-14.4%	-11.8%	24.5%	-15.4%	Sep '21
Long CA Muni- PIMCO	9.41	p	EOD	0.0%	-0.4%	1.2%	4.4%	4.2%	2.9%	3.6%	15.6%	6.2%	3.2%	18.6%	-0.6%	Nov '25
Long Muni- iShares	57.36	p	EOD	0.1%	-0.6%	1.4%	4.4%	3.0%	1.6%	2.7%	10.0%	1.9%	1.3%	13.1%	-0.6%	Nov '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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