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S&P 500 (Large Cap)

Return

57.5%

[

12.4%

annualized]

Dec 31 2020 - Nov 20 2024

-1.4%

Below
Peak
Nov '24

DJIA (Large Value)

Return

41.8%

[

9.4%

annualized]

Dec 31 2020 - Nov 20 2024

-2.0%

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Return

17.8%

[

4.3%

annualized]

Dec 31 2020 - Nov 20 2024

-4.8%

Below
Peak
Nov '21

Performance Range:

As of Nov 20 4:00 PM EDT Market Closed

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)	5917.11	0.00%	-0.5%	1.1%	5.3%	11.2%	30.4%	24.2%	24.1%	26.0%	90.7%	23.4%	65.4%	-1.4%	Nov '24
DJIA (Large Value)	43408.47	0.3%	-0.8%	1.1%	6.2%	8.9%	23.7%	13.7%	15.2%	21.9%	56.3%	18.7%	48.6%	-2.0%	Nov '24
Russell 2000 (Small Cap)	2325.53	0.03%	-0.5%	3.8%	7.1%	10.8%	30.4%	15.1%	14.7%	-0.8%	46.8%	2.3%	37.8%	-4.8%	Nov '21
NASDAQ Comp (Tech/Growth)	18966.14	-0.11%	-0.7%	2.3%	5.8%	12.7%	33.6%	43.4%	26.3%	18.1%	123.0%	19.8%	82.1%	-1.7%	Nov '24
Aggregate Bond	97.79	-0.10%	0.1%	-0.7%	-2.0%	2.9%	6.2%	5.7%	1.6%	-6.7%	-1.4%	-6.0%	9.8%	-8.7%	Aug '20
Muni ~7yrs	107.59	0%	0.4%	0.3%	0.4%	2.6%	5.1%	5.6%	1.7%	-0.2%	6.1%	-0.4%	10.1%	-1.0%	Jul '21
Corp Bond	108.43	-0.2%	0.2%	-0.7%	-2.1%	3.3%	8.1%	9.4%	1.6%	-8.8%	0.6%	-7.7%	17.0%	-10.5%	Sep '21
High Yield Bond	79.48	-0.03%	0.3%	0.5%	2.0%	6.0%	12.6%	11.5%	8.1%	8.6%	19.3%	7.3%	25.6%	-0.4%	Nov '24
Preferred	32.35	-0.5%	-0.8%	-1.8%	2.0%	5.5%	14.5%	9.2%	9.2%	-1.1%	13.5%	-2.4%	19.7%	-3.2%	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	92.44	0.8%	0.6%	-4.6%	1.2%	1.1%	16.8%	12.5%	9.5%	11.3%	72.8%	9.4%	40.4%	-5.3%	Oct '24
Consumer Discretionary/Cyclical	214.62	-0.4%	-0.3%	8.4%	14.7%	20.7%	29.1%	39.6%	20.8%	4.1%	87.7%	4.5%	57.2%	-2.2%	Nov '24
Financial Services	49.54	-0.3%	-0.2%	4.9%	13.5%	18.3%	43.3%	12.0%	33.3%	34.2%	84.2%	31.9%	69.6%	-1.0%	Nov '24
Real Estate	94.82	-0.13%	1.1%	-0.8%	3.4%	14.8%	24.9%	11.9%	10.5%	-2.5%	24.7%	-8.1%	34.8%	-8.9%	Dec '21
Communication Services	97.34	0.6%	0.3%	7.1%	11.5%	18.3%	39.3%	52.8%	35.1%	25.8%	95.8%	27.9%	108.5%	New Peak	Nov '24
Energy	96.34	1.0%	1.5%	7.0%	9.3%	4.3%	17.8%	-0.6%	17.7%	97.7%	106.4%	86.5%	29.0%	-0.2%	Apr '24
Industrials	138.95	0.11%	-0.7%	0.1%	8.8%	11.8%	33.3%	18.1%	23.1%	37.9%	85.8%	38.4%	69.3%	-3.0%	Nov '24
Technology	231.13	-0.09%	-1.4%	-0.4%	2.6%	8.1%	26.6%	56.0%	20.7%	38.4%	179.4%	34.8%	101.6%	-2.6%	Nov '24
Consumer Staples/Defensive	80.22	-0.5%	-0.6%	-1.6%	-1.3%	4.0%	18.4%	-0.8%	13.6%	20.5%	49.2%	11.8%	25.1%	-4.3%	Sep '24
Healthcare	142.88	1.2%	-1.1%	-5.6%	-7.3%	-1.6%	11.8%	2.1%	6.0%	12.6%	59.0%	7.0%	21.0%	-8.8%	Sep '24
Utilities	80.49	0.05%	3.1%	-1.4%	7.6%	12.1%	33.6%	-7.2%	30.1%	31.3%	49.8%	23.7%	39.5%	-2.1%	Oct '24

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	119.56	0%	-0.2%	-0.4%	2.8%	7.4%	25.0%	22.3%	18.5%	18.6%	70.0%	17.6%	59.8%	-1.7%	Nov '24
MSCI Emerging Markets	43.36	-0.12%	1.0%	-4.9%	-0.7%	0.7%	12.3%	8.9%	8.6%	-8.5%	13.3%	-6.7%	31.4%	-19.3%	Feb '21
FTSE Europe	64.69	-0.2%	-0.4%	-6.0%	-7.3%	-6.0%	9.5%	20.2%	2.7%	4.5%	35.3%	2.7%	50.4%	-9.8%	Sep '24
MSCI Japan	67.28	-0.7%	-0.8%	-2.5%	-5.0%	-1.5%	10.7%	20.3%	5.7%	1.5%	22.9%	4.5%	42.3%	-7.8%	Sep '24
MSCI India	53.63	0.11%	0.4%	-4.5%	-5.8%	0.8%	19.0%	17.2%	9.9%	15.3%	67.6%	15.4%	32.5%	-9.4%	Sep '24
MSCI China	47.98	0.6%	1.3%	-3.8%	13.2%	4.1%	13.6%	-11.3%	18.3%	-25.4%	-11.7%	-18.9%	24.5%	-47.2%	Feb '21
International Bond	49.88	-0.12%	0.0%	0.0%	0.4%	3.5%	6.9%	8.8%	3.0%	-3.0%	-0.2%	-2.0%	13.5%	-4.6%	Dec '20
iShares Latin America	24.03	-0.4%	-0.8%	-4.6%	-8.7%	-12.9%	-8.4%	33.1%	-15.1%	29.1%	2.1%	25.0%	12.2%	-27.8%	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	542.90	0.04%	-0.5%	1.2%	5.7%	11.9%	32.2%	26.3%	25.5%	31.9%	106.2%	29.0%	70.8%	-1.4%	Nov '24
US Large Growth	392.76	-0.2%	-0.8%	2.2%	6.5%	14.0%	36.2%	42.6%	30.1%	29.8%	141.6%	30.2%	91.2%	-1.5%	Nov '24
US Large Value	193.92	0.3%	0.1%	1.0%	6.0%	9.5%	27.6%	11.3%	19.0%	25.8%	62.5%	21.8%	47.8%	-1.3%	Nov '24

US MidCap Blend	275.51	0.3%	0.6%	2.6%	9.2%	12.0%	31.0%	16.0%	20.2%	12.9%	73.3%	14.0%	52.0%	-1.1%	Nov '24
US MidCap Growth	261.88	0.3%	0.9%	4.7%	11.1%	12.1%	31.2%	23.1%	19.9%	2.4%	76.3%	6.3%	57.0%	-1.0%	Nov '24
US MidCap Value	170.78	0.4%	0.3%	1.0%	6.8%	11.0%	29.9%	9.9%	19.6%	23.3%	66.3%	20.9%	46.2%	-1.2%	Nov '24

US Small Blend	249.78	0.5%	0.3%	4.3%	9.2%	11.6%	32.6%	18.2%	18.2%	12.8%	68.5%	14.6%	48.7%	-2.5%	Nov '24
US Small Growth	299.39	0.2%	-0.1%	4.1%	8.4%	12.6%	35.5%	18.5%	19.3%	-2.2%	51.9%	2.9%	46.1%	-9.0%	Feb '21
US Small Value	172.88	-0.03%	-0.8%	3.7%	6.6%	10.4%	28.7%	14.6%	12.8%	7.9%	55.2%	8.8%	37.1%	-4.4%	Nov '24

Foreign Large Blend	77.24	-0.3%	-0.2%	-4.6%	-5.6%	-3.7%	10.8%	18.4%	4.3%	5.5%	31.3%	5.0%	46.0%	-8.5%	Sep '24
Foreign Growth	98.30	-0.2%	-0.6%	-5.3%	-7.5%	-5.3%	9.0%	17.6%	2.4%	-8.7%	25.7%	-7.7%	39.9%	-9.8%	Sep '21
Foreign Value	53.84	-0.4%	0.2%	-3.8%	-3.6%	-1.7%	12.7%	18.9%	6.3%	21.0%	33.3%	18.7%	52.3%	-7.1%	Sep '24

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	24.34	-0.04%	0.2%	0.6%	2.3%	3.6%	9.7%	14.8%	7.3%	20.8%	29.1%	19.9%	25.4%	New Peak	Nov '24
Ultra Short- Janus AAA CLO	50.87	0.04%	0.0%	0.6%	1.7%	3.3%	7.2%	8.0%	6.6%	15.7%	-	15.7%	17.8%	-0.1%	Nov '24
Bank Loan- Invesco	21.08	0%	0.2%	0.9%	3.1%	4.5%	9.9%	12.5%	7.6%	18.8%	25.1%	18.1%	24.1%	New Peak	Nov '24
Interval CEF- Cliffwater	10.79	0.09%	0.2%	0.8%	2.6%	5.7%	12.9%	12.7%	11.3%	29.1%	49.0%	27.9%	24.6%	New Peak	Nov '24

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	46.84	0.3%	-0.1%	0.4%	5.5%	10.8%	37.0%	25.1%	30.3%	65.9%	-	61.4%	78.3%	-1.8%	Nov '24
Int’l Min Volatility- Franklin	31.18	0.2%	0.9%	-0.5%	3.6%	4.1%	19.4%	17.5%	15.6%	44.7%	54.1%	40.0%	50.2%	-1.2%	Oct '24
MidCap 30 - Hennessy (hi fee)	28.80	-0.5%	-0.2%	2.1%	7.2%	13.0%	47.9%	31.3%	38.5%	82.8%	203.7%	86.1%	91.3%	-3.5%	Nov '24
Small Value- Avantis	100.96	0.03%	-0.9%	4.9%	8.8%	9.1%	29.3%	22.8%	13.8%	31.0%	112.5%	31.2%	50.5%	-3.7%	Nov '24
Mid Value- Pacer Cash Cows	59.19	0.7%	-0.7%	1.8%	5.1%	7.3%	22.0%	14.7%	15.5%	35.4%	115.4%	32.3%	43.1%	-1.8%	Nov '24
Growth- S&P Momentum	94.77	0.2%	-0.7%	0.6%	5.6%	16.6%	53.5%	17.6%	45.2%	51.8%	147.2%	52.8%	87.8%	-2.2%	Nov '24
Invesco S&P Quality	67.17	-0.04%	-1.2%	-0.9%	2.0%	9.9%	30.6%	24.8%	25.3%	34.9%	106.7%	31.3%	73.0%	-2.0%	Nov '24
Rotation Factor- BlackRock	51.82	0.02%	-0.5%	1.6%	7.2%	14.6%	39.4%	36.3%	31.4%	41.3%	110.5%	42.1%	92.5%	-1.0%	Nov '24
US Min Volatility- Fidelity	61.39	0.2%	-0.7%	-0.9%	3.3%	9.3%	21.2%	16.4%	17.2%	25.1%	74.9%	22.8%	49.8%	-1.7%	Nov '24
Derivative Income- JPMorgan	59.48	0.12%	-0.5%	0.4%	4.6%	7.9%	17.7%	9.8%	14.8%	26.5%	-	22.2%	39.5%	-1.0%	Nov '24

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	14.71	-0.2%	-0.5%	0.8%	5.3%	3.0%	8.7%	2.6%	11.0%	22.5%	29.7%	20.4%	20.0%	-0.5%	Nov '24
Multistrategy- AQR	12.50	0%	0.0%	0.7%	1.6%	-1.1%	10.5%	8.9%	11.4%	42.8%	-	38.9%	24.1%	-2.0%	May '24
Long Short- AQR	16.82	-0.2%	0.0%	3.9%	6.8%	7.3%	26.9%	23.9%	28.0%	106.0%	114.7%	88.5%	79.7%	-0.2%	Nov '24
Mkt Neutral- BlackRock	14.06	-0.1%	-2.2%	1.2%	2.3%	6.4%	21.8%	14.5%	19.4%	39.5%	42.1%	40.5%	41.0%	-2.2%	Nov '24
Multi Strategy- Variant	27.49	0.04%	0.1%	0.8%	2.0%	0.3%	5.3%	9.3%	4.1%	21.2%	44.9%	20.1%	16.0%	New Peak	Nov '24
Long Short- First Trust	65.37	-0.12%	-0.2%	1.1%	3.3%	7.5%	21.0%	16.9%	17.5%	32.2%	62.5%	30.2%	44.0%	-0.4%	Nov '24

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)	175.98	-1.2%	0.2%	7.3%	6.2%	-0.8%	28.8%	58.3%	26.3%	18.5%	171.4%	21.7%	80.8%	-7.8%	Jul '24
Meta (Communications)	565.52	0.8%	-2.0%	-1.7%	5.8%	22.0%	68.3%	194.1%	60.3%	64.3%	186.6%	67.5%	344.9%	-5.1%	Oct '24
Amazon (Cyclical)	202.88	-0.8%	-4.1%	7.3%	12.6%	10.8%	41.0%	80.9%	33.5%	10.4%	133.9%	19.1%	79.7%	-5.2%	Nov '24
Tesla (Cyclical)	342.03	-1.1%	9.9%	56.3%	53.2%	83.3%	41.8%	101.7%	37.6%	-9.8%	1345.9%	-14.5%	57.4%	-16.6%	Nov '21
Procter & Gamble (Defensive)	170.89	0.08%	2.3%	0.8%	1.0%	2.7%	17.1%	-0.9%	19.5%	25.4%	60.7%	13.0%	45.4%	-3.3%	Sep '24
PepsiCo (Defensive)	158.74	1.3%	-3.9%	-9.3%	-8.7%	-11.0%	-2.5%	-3.3%	-4.4%	5.4%	36.7%	-0.8%	-0.7%	-15.4%	May '23
Coca-Cola (Defensive)	62.99	0.6%	0.7%	-9.3%	-8.8%	1.6%	11.9%	-4.4%	9.3%	25.1%	38.9%	15.4%	21.4%	-13.1%	Sep '24
Exxon Mobil (Energy)	120.32	1.4%	-0.2%	1.0%	6.6%	3.8%	19.1%	-6.3%	24.4%	120.5%	120.1%	110.5%	31.8%	-3.2%	Oct '24
Chevron (Energy)	161.33	1.1%	0.7%	8.0%	12.1%	3.0%	16.8%	-13.6%	12.8%	61.9%	69.7%	51.9%	11.8%	-6.9%	Jan '23
JPMorgan Chase (Financial)	240.78	-1.0%	-0.5%	8.0%	12.9%	22.1%	61.2%	30.6%	44.9%	62.7%	114.1%	62.0%	145.0%	-2.5%	Nov '24
Visa (Financial)	307.39	-1.4%	-0.3%	7.4%	14.8%	11.8%	22.8%	26.3%	19.0%	56.6%	77.0%	42.1%	75.5%	-1.5%	Nov '24
Mastercard (Financial)	512.54	-1.3%	-1.5%	-0.5%	9.7%	12.0%	26.1%	23.4%	20.9%	53.6%	85.3%	40.6%	83.0%	-3.3%	Nov '24
Bank of America (Financial)	46.06	-0.8%	0.3%	10.3%	19.6%	17.6%	59.6%	4.8%	39.5%	9.7%	58.8%	7.3%	63.1%	-1.5%	Nov '24
UnitedHealth (Health)	600.50	4.1%	1.2%	5.1%	4.2%	15.6%	13.0%	0.8%	15.4%	42.4%	133.7%	24.4%	23.7%	-4.0%	Nov '24
Johnson & Johnson (Health)	153.11	0.07%	0.8%	-6.0%	-4.4%	2.0%	3.7%	-8.6%	0.0%	2.4%	28.8%	-3.4%	-0.1%	-11.5%	Apr '22
Eli Lilly (Health)	753.41	3.2%	-4.0%	-16.7%	-20.7%	-5.9%	28.0%	60.9%	30.1%	197.8%	600.5%	185.7%	136.6%	-21.4%	Aug '24
Union Pacific (Industrials)	233.56	0.12%	-0.9%	-2.8%	-4.4%	0.5%	7.5%	21.6%	-3.4%	3.6%	49.6%	0.5%	27.4%	-10.5%	Mar '22
Honeywell (Industrials)	226.67	-0.7%	-1.3%	2.8%	13.1%	12.5%	21.1%	0.0%	10.4%	10.5%	42.4%	16.8%	37.6%	-2.6%	Nov '24
Apple (IT)	229.00	0.3%	0.3%	-3.1%	1.3%	19.3%	20.7%	49.0%	19.5%	45.0%	260.6%	27.9%	67.6%	-3.1%	Oct '24
Microsoft (IT)	415.49	-0.6%	-2.7%	-0.8%	-2.0%	-3.0%	12.0%	58.2%	11.1%	24.0%	190.0%	27.1%	87.2%	-11.0%	Jul '24
Nvidia (IT)	145.89	-0.8%	-0.6%	1.5%	13.5%	53.0%	192.2%	239.0%	194.7%	343.1%	2690.0%	385.1%	1169.8%	-2.0%	Nov '24
Broadcom (IT)	163.25	-1.3%	-4.2%	-9.3%	-1.2%	17.4%	68.9%	104.2%	47.8%	208.2%	501.0%	162.6%	295.2%	-12.2%	Oct '24
Adobe (IT)	499.50	-0.02%	-5.7%	0.4%	-11.7%	3.7%	-18.2%	77.3%	-16.3%	-27.4%	67.2%	-11.5%	74.6%	-27.4%	Nov '21
Oracle (IT)	190.75	1.0%	2.0%	9.8%	36.4%	53.8%	66.3%	30.9%	83.1%	112.2%	266.4%	126.9%	207.3%	New Peak	Nov '24
salesforce.com (IT)	325.70	0.7%	-1.8%	11.8%	24.9%	15.1%	45.8%	98.5%	24.3%	8.6%	100.9%	28.1%	129.9%	-4.7%	Nov '24
Linde PLC (Materials)	450.14	1.4%	-0.7%	-6.9%	-2.2%	4.1%	10.6%	27.7%	10.6%	41.2%	135.0%	38.1%	70.2%	-7.5%	Oct '24
Sherwin-Williams (Materials)	371.66	-0.5%	-4.1%	-2.5%	4.0%	20.4%	37.0%	32.7%	20.2%	15.0%	105.0%	12.7%	88.3%	-4.4%	Oct '24
American Tower (Real Estate)	200.88	-0.1%	3.1%	-9.3%	-7.8%	5.1%	5.0%	5.4%	-4.6%	-15.9%	6.8%	-23.7%	16.7%	-27.4%	Sep '21
Prologis Inc. (Real Estate)	114.54	-0.5%	-0.2%	-2.7%	-7.3%	5.2%	6.7%	21.6%	-12.0%	-17.4%	43.4%	-25.0%	20.8%	-28.9%	Apr '22
NextEra Energy (Utilities)	76.88	-0.3%	2.1%	-8.5%	-2.8%	1.2%	36.7%	-25.3%	29.4%	-6.1%	46.9%	-10.0%	11.6%	-11.6%	Dec '21
Duke Energy (Utilities)	113.74	0.1%	3.7%	-4.2%	1.9%	11.0%	31.7%	-1.6%	22.0%	30.5%	60.8%	24.1%	45.3%	-4.9%	Oct '24

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	-0.06%	0.1%	-0.5%	-0.4%	3.8%	9.9%	9.5%	5.0%	-1.3%	10.9%	-0.7%	18.9%	-1.9%	Nov '21
Moderate-60% Stock	58.24	-0.07%	-0.1%	-0.7%	0.8%	5.2%	17.1%	15.7%	11.3%	8.8%	38.2%	8.5%	37.7%	-1.4%	Nov '24
Mod Agg-80% Stock	46.80	-0.09%	-0.1%	-0.5%	1.8%	6.1%	20.7%	18.6%	14.0%	12.0%	53.2%	11.8%	46.9%	-1.6%	Nov '24
Aggressive-90% Stock	27.68	0%	-0.3%	-0.5%	1.9%	5.4%	20.9%	19.0%	14.1%	10.3%	61.2%	10.2%	47.2%	-1.7%	Nov '24

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	96486.13	4.5%	10.6%	43.2%	57.7%	37.6%	169.4%	155.4%	128.3%	64.3%	1162.5%	107.7%	403.6%	New Peak	Nov '24
Ethereum	3092.46	-0.6%	1.1%	16.0%	17.5%	-18.4%	59.6%	90.6%	35.5%	-27.6%	1815.3%	-17.8%	138.8%	-35.7%	Nov '21
BNB	604.36	-1.9%	-2.8%	0.9%	6.0%	-2.3%	166.8%	26.8%	93.4%	3.3%	3488.8%	18.0%	123.0%	-14.9%	Jun '24
Solano	237.29	-0.3%	13.4%	42.8%	66.3%	33.2%	356.3%	919.0%	133.8%	2.6%	-	39.3%	661.4%	-8.4%	Nov '21
Bitcoin ETF	53.72	1.9%	8.0%	39.3%	52.9%	36.1%	-	-	-	-	-	-	-	New Peak	Nov '24
Grayscale Bitcoin (hi fee)	74.99	1.9%	7.9%	39.2%	52.7%	21.7%	156.8%	317.6%	116.6%	59.1%	705.5%	118.8%	569.0%	New Peak	Nov '24

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	4.59	0.6%	0.2%	2.3%	13.4%	0.8%	0.3%	1.1%	14.3%	140.8%	105.8%	127.8%	18.2%	-69.8%	Oct '81
10yr Treasury rate	4.41	0.6%	-0.3%	5.4%	16.6%	-0.2%	-0.3%	-0.3%	14.0%	186.8%	148.6%	170.6%	12.9%	-72.2%	Sep '81
5yr Treasury rate	4.28	0.7%	-0.4%	7.5%	17.5%	-3.6%	-3.3%	-4.0%	11.3%	255.4%	164.9%	213.2%	4.0%	-73.7%	Sep '81
13-week T-bill	4.41	0.05%	0.6%	-2.4%	-11.9%	-15.8%	-16.1%	21.6%	-14.9%	9700.0%	188.2%	8220.8%	24.8%	-74.3%	Dec '80
Crude Oil	68.95	-0.6%	0.4%	-2.3%	-4.1%	-13.0%	-11.3%	-10.7%	-3.8%	-9.4%	17.7%	-9.4%	-21.0%	-52.5%	Jul '08
Gold	2659.90	0.4%	3.6%	-2.3%	6.0%	9.8%	33.0%	13.3%	29.0%	43.7%	81.8%	47.8%	59.2%	-4.6%	Oct '24
EUR/USD	1.06	-0.5%	-0.1%	-2.4%	-5.4%	-2.8%	-3.6%	3.8%	-4.6%	-7.2%	-4.7%	-7.2%	8.7%	-34.0%	Apr '08
USD/JPY	154.95	0.2%	-0.3%	2.9%	6.8%	-0.8%	4.4%	6.4%	9.6%	35.6%	42.8%	34.6%	5.6%	-4.1%	Jul '24
S&P 500 Volatility Index	17.16	5.0%	19.9%	-6.6%	5.5%	44.7%	28.5%	-42.5%	37.8%	-4.2%	30.7%	3.4%	-48.9%	-79.2%	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	50.28	0.06%	0.2%	0.1%	0.8%	3.8%	8.1%	6.7%	5.9%	9.6%	16.5%	9.9%	14.8%	-0.4%	Sep '24
Interm Muni- JPMorgan	50.58	-0.2%	0.2%	0.0%	0.2%	2.3%	5.8%	6.0%	2.2%	0.7%	7.5%	0.3%	11.3%	-1.0%	Oct '24
Interm Bond- Janus MSB	44.71	-0.04%	0.0%	-1.1%	-2.4%	3.1%	6.4%	5.2%	1.6%	-5.6%	0.2%	-5.2%	10.2%	-6.2%	Aug '21
Interm Bond- Vanguard	75.41	-0.1%	0.3%	-1.1%	-2.2%	3.0%	6.4%	6.1%	1.8%	-6.1%	0.4%	-5.6%	10.8%	-8.6%	Aug '20
Multisector Bond- Intrepid	9.05	0%	0.0%	0.4%	2.2%	5.3%	12.1%	10.9%	9.3%	17.8%	41.6%	17.4%	23.3%	-0.1%	Nov '24
Int’l Bond- JPMorgan	47.61	-0.2%	0.0%	-0.4%	0.0%	2.9%	7.8%	8.7%	3.4%	5.5%	13.8%	5.1%	18.1%	-1.4%	Sep '24
Long Bond- Vanguard	76.71	-0.4%	0.1%	-0.9%	-3.6%	3.0%	8.9%	11.2%	-0.3%	-17.8%	-6.7%	-16.1%	18.4%	-19.6%	Sep '21
Long CA Muni- PIMCO	9.48	-0.11%	0.1%	-0.1%	0.5%	2.6%	8.0%	8.4%	3.2%	0.6%	9.5%	0.0%	14.8%	-1.2%	Oct '24
Long Muni- iShares	57.53	0%	0.3%	0.3%	0.4%	2.5%	5.1%	5.7%	1.6%	-1.2%	4.2%	-1.5%	9.9%	-1.9%	Aug '21

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BelowPeak Nov '21

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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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