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S&P 500

Return

78.8%

[

13.0%

annualized]

Dec 31 2020 - Oct 07 2025

-0.4%

Below
Peak
Oct '25

DJIA (Large Value)

Return

52.3%

[

9.2%

annualized]

Dec 31 2020 - Oct 07 2025

-0.3%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

24.5%

[

4.7%

annualized]

Dec 31 2020 - Oct 07 2025

-1.1%

Below
Peak
Oct '25

Performance Range:

As of Oct 07 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	6714.59	-0.4%	0.1%	3.4%	7.9%	34.8%	16.8%	23.3%	14.2%	84.5%	94.8%	40.0%	87.7%	-0.4%	Oct '25
DJIA (Large Value)	46602.98	-0.2%	0.3%	2.4%	5.3%	23.8%	10.7%	12.9%	9.5%	59.1%	63.9%	27.4%	59.5%	-0.3%	Oct '25
Russell 2000 (Small Cap)	2458.42	-1.1%	0.7%	2.7%	10.3%	39.6%	12.0%	10.0%	10.2%	44.4%	51.0%	8.2%	45.7%	-1.1%	Oct '25
NASDAQ Comp (Tech/Growth)	22788.36	-0.7%	0.1%	4.5%	11.6%	49.3%	25.3%	28.6%	18.0%	113.9%	99.5%	43.9%	118.8%	-0.7%	Oct '25
Aggregate Bond	100.13	0.2%	0.0%	-0.3%	2.8%	4.2%	4.0%	1.3%	6.1%	15.8%	-2.2%	-0.6%	16.1%	-3.0%	Dec '20
Corp Bond	111.40	0.2%	-0.1%	-0.1%	3.8%	7.8%	4.4%	0.9%	7.5%	23.2%	-1.4%	-1.6%	24.7%	-4.5%	Sep '21
High Yield Bond	80.77	-0.11%	-0.2%	-0.1%	2.0%	9.3%	7.2%	8.0%	6.7%	33.0%	23.8%	14.5%	34.0%	-0.7%	Sep '25
Preferred	31.75	-0.13%	0.0%	-0.4%	3.5%	12.5%	1.8%	7.2%	5.5%	22.8%	13.9%	1.9%	25.1%	-1.2%	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	89.42	-0.4%	0.8%	-2.4%	-1.5%	21.6%	-3.4%	0.1%	7.8%	36.7%	49.6%	7.9%	38.5%	-6.6%	Oct '24
Consumer Discretionary/Cyclical	235.70	-1.8%	-2.3%	0.0%	8.5%	34.2%	20.7%	26.5%	5.8%	72.0%	61.6%	15.7%	74.1%	-2.5%	Sep '25
Financial Services	53.77	0.1%	0.7%	1.6%	3.3%	23.3%	20.3%	30.6%	12.4%	83.2%	133.1%	45.2%	86.8%	-0.7%	Sep '25
Real Estate	90.23	-0.4%	-1.5%	-0.9%	2.2%	15.3%	-0.7%	4.8%	4.3%	32.1%	31.2%	-9.1%	33.4%	-9.8%	Dec '21
Communication Services	116.06	-0.4%	-0.6%	1.4%	9.1%	35.5%	29.8%	34.7%	21.0%	145.8%	103.0%	54.2%	151.5%	-2.5%	Sep '25
Energy	89.49	0.2%	0.2%	3.5%	2.0%	19.0%	1.5%	5.6%	7.0%	21.3%	247.2%	79.0%	23.9%	-4.9%	Nov '24
Industrials	154.25	-0.6%	0.3%	2.4%	4.0%	33.4%	15.6%	17.3%	18.3%	89.9%	107.2%	56.1%	90.8%	-0.6%	Oct '25
Technology	285.68	-0.7%	0.4%	8.0%	11.6%	59.4%	26.1%	21.6%	23.4%	142.1%	151.2%	67.7%	150.8%	-0.7%	Oct '25
Consumer Staples/Defensive	78.18	0.9%	-0.1%	-2.3%	-3.2%	3.8%	-1.0%	12.2%	1.4%	27.4%	36.7%	11.9%	25.2%	-5.4%	Aug '25
Healthcare	144.23	0.08%	0.5%	5.1%	7.3%	9.5%	-3.3%	2.5%	6.2%	23.6%	45.5%	9.9%	24.3%	-6.3%	Sep '24
Utilities	90.18	0.5%	2.4%	9.9%	11.9%	25.1%	16.8%	23.3%	21.6%	55.2%	65.6%	42.7%	60.9%	New Peak	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	139.21	-0.6%	0.2%	3.3%	8.0%	35.4%	18.9%	17.4%	19.4%	85.6%	84.9%	39.2%	89.2%	-0.6%	Oct '25
MSCI Emerging Markets	54.06	-0.8%	0.4%	6.2%	11.8%	41.7%	20.2%	6.5%	30.5%	63.4%	32.9%	19.4%	68.3%	-0.8%	Oct '25
FTSE Europe	80.49	-0.8%	-0.3%	2.0%	3.5%	30.5%	20.2%	1.9%	29.5%	89.8%	76.0%	32.0%	93.4%	-1.1%	Oct '25
MSCI Japan	81.96	-1.6%	2.2%	1.2%	12.0%	34.0%	17.8%	7.0%	23.1%	73.7%	50.5%	30.3%	77.5%	-1.6%	Oct '25
MSCI India	52.88	0.2%	0.9%	0.0%	-5.0%	7.6%	-6.7%	8.6%	0.5%	32.1%	61.5%	14.6%	31.6%	-10.0%	Sep '24
MSCI China	65.81	-1.2%	-0.7%	5.6%	19.4%	47.0%	27.3%	17.7%	41.8%	65.7%	-4.3%	14.4%	75.8%	-25.4%	Feb '21
International Bond	49.34	0.08%	-0.1%	-0.2%	0.7%	1.9%	2.9%	3.6%	2.3%	16.0%	-0.7%	0.9%	16.8%	-1.8%	Dec '20
iShares Latin America	27.82	-1.4%	-2.2%	1.5%	5.9%	33.4%	15.5%	-23.1%	36.2%	34.9%	77.5%	54.1%	38.4%	-4.0%	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	615.20	-0.4%	0.1%	3.1%	7.9%	35.1%	17.9%	25.0%	14.9%	92.2%	109.0%	47.6%	95.5%	-0.4%	Oct '25
US Large Growth	470.26	-0.6%	-0.2%	4.2%	10.8%	47.0%	25.3%	33.1%	17.5%	125.0%	119.7%	56.5%	129.8%	-0.6%	Oct '25
US Large Value	204.54	-0.3%	0.3%	2.0%	5.0%	23.7%	10.5%	14.2%	11.9%	56.4%	83.0%	30.8%	58.8%	-0.3%	Oct '25

US MidCap Blend	293.69	-0.6%	0.1%	1.3%	4.1%	29.0%	13.2%	15.3%	12.1%	60.0%	70.9%	22.6%	63.5%	-0.6%	Oct '25
US MidCap Growth	294.10	-0.9%	0.1%	1.4%	3.4%	36.2%	20.9%	16.4%	16.3%	71.5%	62.0%	20.0%	77.2%	-0.9%	Oct '25
US MidCap Value	174.45	-0.4%	0.2%	1.2%	4.8%	23.6%	7.2%	14.0%	9.1%	50.5%	81.0%	25.7%	52.1%	-0.5%	Oct '25

US Small Blend	255.73	-1.0%	0.3%	-0.1%	5.8%	32.4%	10.0%	14.2%	7.2%	52.1%	66.3%	18.6%	53.9%	-1.3%	Sep '25
US Small Growth	324.23	-1.1%	1.3%	4.0%	12.3%	45.0%	16.0%	15.0%	13.1%	57.0%	41.1%	12.3%	59.4%	-1.1%	Oct '25
US Small Value	177.77	-1.1%	0.1%	1.5%	9.0%	36.1%	10.7%	7.6%	9.6%	43.2%	80.0%	13.8%	43.4%	-1.1%	Oct '25

Foreign Large Blend	94.47	-0.9%	0.4%	1.9%	5.9%	31.7%	18.9%	3.5%	27.1%	80.6%	67.9%	32.4%	84.2%	-0.9%	Oct '25
Foreign Growth	116.06	-1.1%	0.9%	2.7%	4.3%	30.5%	11.7%	1.5%	21.0%	64.4%	36.9%	10.8%	67.9%	-1.1%	Oct '25
Foreign Value	68.10	-0.6%	-0.2%	0.7%	7.1%	32.8%	25.5%	5.4%	32.6%	96.3%	100.8%	56.0%	100.2%	-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	23.81	-0.04%	-0.4%	-1.5%	-0.9%	4.9%	4.1%	8.3%	2.0%	28.5%	32.6%	23.4%	29.1%	-1.7%	Aug '25
Ultra Short- Janus AAA CLO	50.62	0.06%	0.0%	-0.1%	0.5%	2.7%	4.6%	7.4%	3.0%	21.5%	-	20.1%	22.2%	-0.4%	Aug '25
Bank Loan- Invesco	20.92	-0.10%	0.0%	-0.1%	1.0%	7.2%	6.3%	8.2%	4.1%	28.8%	30.1%	23.7%	29.9%	-0.4%	Sep '25
Interval CEF- Cliffwater	10.51	0%	-2.4%	-2.0%	-0.7%	2.4%	6.6%	12.6%	4.1%	31.4%	53.3%	34.8%	31.3%	-2.4%	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	52.24	-0.3%	0.3%	2.5%	7.0%	35.5%	15.2%	27.9%	14.7%	99.0%	162.5%	81.8%	100.8%	-0.3%	Oct '25
Int’l Min Volatility- Franklin	35.14	0%	0.6%	2.0%	6.5%	23.6%	18.5%	15.9%	17.5%	75.3%	109.7%	65.0%	77.1%	-0.1%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.02	-2.1%	-1.4%	-2.2%	2.8%	27.5%	1.9%	34.6%	0.9%	88.2%	157.2%	82.6%	87.7%	-7.8%	Nov '24
Small Value- Avantis	99.32	-1.2%	-0.6%	-1.5%	4.9%	32.8%	6.0%	9.3%	3.8%	50.1%	127.4%	30.7%	50.0%	-5.5%	Nov '24
Mid Value- Pacer Cash Cows	57.46	-0.8%	-0.6%	-0.1%	1.4%	21.4%	0.7%	10.6%	2.5%	39.9%	111.4%	29.9%	40.5%	-5.3%	Nov '24
Growth- S&P Momentum	120.47	0.05%	-0.1%	2.3%	8.3%	46.0%	31.5%	45.8%	27.3%	137.9%	151.1%	95.4%	140.1%	-1.4%	Sep '25
Invesco S&P Quality	73.68	-0.4%	-0.1%	1.8%	2.9%	24.7%	11.3%	25.4%	10.5%	86.9%	99.1%	45.2%	91.4%	-0.4%	Oct '25
Rotation Factor- BlackRock	59.23	-0.4%	0.0%	2.9%	8.8%	36.5%	20.4%	30.3%	16.4%	119.1%	125.9%	63.9%	122.1%	-0.4%	Oct '25
US Min Volatility- Fidelity	66.09	0.08%	0.2%	1.3%	4.9%	21.9%	10.0%	16.1%	9.9%	61.6%	74.7%	33.8%	63.2%	New Peak	Oct '25
Derivative Income- JPMorgan	56.87	-0.2%	0.0%	0.1%	0.7%	14.8%	3.4%	12.6%	3.9%	40.9%	60.6%	24.6%	42.2%	-0.9%	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	15.94	-0.13%	-0.1%	0.1%	3.4%	10.5%	11.9%	12.1%	7.3%	29.5%	36.7%	30.5%	30.0%	-0.9%	Aug '25
Multistrategy- AQR	13.84	-0.2%	-0.8%	1.5%	4.4%	11.0%	15.8%	13.3%	12.4%	42.3%	82.5%	58.7%	41.8%	-0.8%	Oct '25
Long Short- AQR	19.79	-0.3%	-1.0%	1.9%	5.8%	19.4%	32.1%	30.5%	23.5%	127.9%	215.4%	137.4%	126.4%	-1.0%	Oct '25
Mkt Neutral- BlackRock	14.32	-0.3%	-1.7%	-1.1%	3.6%	5.5%	14.7%	21.4%	11.5%	61.1%	63.5%	59.4%	60.0%	-3.2%	Sep '25
Multi Strategy- Variant	26.46	0%	0.0%	-1.4%	-0.4%	1.2%	5.0%	5.1%	2.9%	20.6%	42.9%	24.7%	20.5%	-1.6%	Sep '25
Long Short- First Trust	69.73	-0.5%	-0.6%	2.4%	5.7%	16.5%	11.4%	18.8%	6.6%	53.2%	68.7%	40.3%	55.1%	-0.9%	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)	245.76	-1.9%	0.4%	5.0%	41.1%	70.2%	50.2%	36.0%	30.2%	150.8%	233.6%	70.7%	153.6%	-3.5%	Sep '25
Meta (Communications)	713.08	-0.4%	-0.6%	-5.1%	-1.0%	39.9%	20.7%	66.0%	22.1%	437.6%	172.0%	111.9%	462.7%	-9.7%	Aug '25
Amazon (Cyclical)	221.78	0.4%	0.5%	-6.0%	1.1%	30.0%	21.4%	44.4%	1.1%	93.6%	39.0%	30.1%	96.4%	-8.4%	Feb '25
Tesla (Cyclical)	433.09	-4.4%	-5.7%	25.0%	45.4%	95.2%	77.1%	62.5%	7.2%	94.1%	205.1%	8.3%	99.4%	-9.7%	Dec '24
Procter & Gamble (Defensive)	152.54	1.4%	-0.4%	-4.1%	-2.7%	-2.4%	-7.0%	17.3%	-7.3%	32.4%	21.9%	2.8%	32.3%	-13.5%	Dec '24
PepsiCo (Defensive)	140.79	0.8%	-1.6%	-0.6%	5.3%	2.4%	-14.2%	-7.6%	-4.6%	-4.2%	18.8%	-8.6%	-8.6%	-22.0%	May '23
Coca-Cola (Defensive)	66.79	1.0%	0.0%	-0.2%	-4.2%	-0.9%	-0.6%	8.9%	9.7%	34.1%	54.0%	26.0%	32.6%	-8.3%	Apr '25
Exxon Mobil (Energy)	114.26	0.05%	2.0%	4.0%	1.0%	15.5%	-3.0%	11.3%	9.2%	25.3%	302.5%	105.5%	28.6%	-5.6%	Oct '24
Chevron (Energy)	154.91	0.6%	0.2%	0.6%	2.2%	15.8%	8.9%	1.3%	10.7%	9.4%	155.6%	51.0%	11.1%	-7.5%	Jan '23
JPMorgan Chase (Financial)	307.69	-0.5%	-1.0%	5.0%	8.8%	42.6%	48.4%	44.3%	30.4%	211.1%	242.5%	110.3%	218.2%	-2.6%	Sep '25
Visa (Financial)	352.42	0.9%	1.3%	3.0%	-0.4%	14.7%	29.1%	22.3%	12.1%	96.1%	79.9%	63.7%	102.3%	-5.4%	Jun '25
Mastercard (Financial)	579.84	0.2%	1.1%	-1.2%	3.2%	21.2%	17.3%	24.2%	10.6%	99.8%	72.6%	59.8%	108.0%	-3.2%	Aug '25
Bank of America (Financial)	50.29	-0.2%	-0.8%	1.7%	7.3%	45.2%	28.9%	33.9%	16.5%	77.0%	125.1%	19.9%	82.3%	-4.1%	Sep '25
UnitedHealth (Health)	363.66	1.4%	4.4%	14.3%	18.9%	-33.4%	-36.1%	-2.4%	-26.8%	-24.2%	22.0%	-23.1%	-23.4%	-40.6%	Nov '24
Johnson & Johnson (Health)	188.89	0.4%	1.5%	6.0%	22.1%	27.9%	22.1%	-4.8%	33.8%	29.2%	46.3%	23.0%	27.2%	New Peak	Oct '25
Eli Lilly (Health)	843.63	-0.2%	2.2%	14.2%	8.7%	16.7%	-7.0%	33.3%	9.9%	164.8%	481.3%	221.8%	166.5%	-11.5%	Aug '24
Union Pacific (Industrials)	231.86	-2.3%	-1.2%	6.7%	-1.4%	12.7%	-0.1%	-5.1%	3.5%	27.2%	27.1%	2.1%	29.5%	-9.0%	Mar '22
Honeywell (Industrials)	208.98	-0.01%	-0.6%	-2.7%	-12.4%	15.5%	3.1%	10.0%	-6.0%	29.9%	33.0%	9.4%	28.9%	-12.6%	Jul '25
Nvidia (IT)	185.04	-0.3%	-1.2%	9.9%	15.7%	92.2%	39.3%	171.2%	37.8%	1434.1%	1241.2%	515.5%	1511.0%	-2.0%	Oct '25
Broadcom (IT)	336.41	0.3%	0.9%	-2.5%	24.0%	116.5%	88.0%	110.5%	46.1%	669.0%	908.3%	446.5%	722.4%	-8.8%	Sep '25
Adobe (IT)	348.31	-0.5%	1.3%	-2.9%	-8.9%	2.4%	-29.8%	-25.5%	-21.7%	20.6%	-29.0%	-38.3%	21.7%	-49.4%	Nov '21
Oracle (IT)	284.24	-2.5%	-1.7%	19.2%	21.5%	129.6%	64.7%	60.0%	72.0%	367.7%	399.6%	240.8%	361.7%	-13.4%	Sep '25
salesforce.com (IT)	239.74	-2.5%	1.7%	-4.8%	-12.2%	-1.3%	-17.3%	27.8%	-27.9%	61.2%	-6.9%	-5.2%	70.3%	-34.4%	Dec '24
Linde PLC (Materials)	470.37	0.4%	0.8%	-0.9%	0.1%	14.2%	1.2%	3.2%	13.1%	78.5%	111.3%	45.7%	79.5%	-2.7%	Sep '25
Sherwin-Williams (Materials)	337.00	0.03%	-1.2%	-10.2%	-2.4%	8.0%	-9.0%	9.9%	-0.2%	68.4%	53.5%	2.8%	71.9%	-15.1%	Nov '24
American Tower (Real Estate)	186.97	0.8%	-3.3%	-3.4%	-15.3%	-7.2%	-13.9%	-12.2%	3.6%	5.1%	-12.2%	-27.2%	11.3%	-30.7%	Sep '21
Prologis Inc. (Real Estate)	115.97	-1.0%	-0.4%	3.0%	9.5%	31.6%	0.7%	-18.1%	12.7%	26.9%	24.6%	-21.3%	26.8%	-25.4%	Apr '22
NextEra Energy (Utilities)	83.21	1.3%	5.8%	19.3%	14.8%	30.8%	5.8%	21.5%	18.0%	17.2%	24.4%	-0.3%	23.6%	-2.1%	Dec '21
Duke Energy (Utilities)	125.56	0.9%	2.6%	4.5%	8.9%	10.2%	17.7%	15.6%	19.7%	59.0%	64.2%	40.7%	64.7%	New Peak	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	15.90	0%	0.1%	-0.1%	2.8%	8.6%	6.3%	4.7%	7.4%	26.6%	11.5%	6.3%	27.4%	-0.6%	Sep '25
Moderate-60% Stock	64.39	-0.3%	0.1%	1.4%	5.4%	21.6%	12.5%	10.7%	13.7%	53.7%	46.1%	22.7%	55.7%	-0.3%	Oct '25
Mod Agg-80% Stock	51.22	-0.5%	0.2%	2.6%	7.0%	28.6%	16.0%	13.1%	17.0%	67.8%	63.5%	29.8%	70.6%	-0.5%	Oct '25
Aggressive-90% Stock	31.09	-0.6%	0.3%	2.8%	7.4%	32.1%	16.3%	12.6%	17.6%	67.8%	67.3%	28.0%	71.0%	-0.6%	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	122008.41	-2.2%	2.8%	8.9%	12.0%	60.0%	96.4%	121.9%	30.6%	524.2%	1017.7%	162.6%	536.9%	-2.2%	Oct '25
Ethereum	4483.26	-4.4%	3.0%	4.1%	71.4%	204.5%	83.8%	44.8%	34.5%	236.5%	1178.1%	19.2%	246.2%	-7.2%	Aug '25
BNB	1287.66	5.2%	25.5%	46.6%	94.9%	132.7%	121.9%	123.3%	83.7%	354.7%	4547.7%	151.4%	375.2%	New Peak	Oct '25
Solana	221.70	-4.7%	0.0%	3.5%	46.0%	110.1%	54.6%	78.0%	17.1%	571.8%	9273.2%	30.2%	611.4%	-15.3%	Jan '25
Bitcoin ETF	69.13	-3.0%	3.6%	8.5%	11.8%	58.6%	95.3%	-	30.3%	-	-	-	-	-3.0%	Oct '25
Grayscale Bitcoin (hi fee)	95.37	-3.1%	3.4%	8.3%	11.4%	57.4%	92.6%	136.7%	28.8%	830.2%	790.2%	208.1%	841.8%	-3.1%	Oct '25
Bloomberg Commodities	21.91	0.4%	1.2%	3.6%	4.3%	12.1%	10.6%	5.5%	10.9%	4.4%	68.3%	22.5%	6.2%	-10.8%	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	4.73	-0.7%	0.2%	0.8%	-4.4%	0.2%	9.4%	19.1%	-1.3%	23.0%	201.8%	134.4%	21.7%	-7.4%	Oct '23
10yr Treasury rate	4.13	-0.8%	0.5%	2.0%	-6.5%	-3.2%	2.3%	18.3%	-9.8%	6.3%	439.5%	153.5%	5.8%	-17.3%	Oct '23
5yr Treasury rate	3.71	-1.0%	0.7%	3.8%	-7.0%	-5.3%	-4.1%	14.1%	-15.4%	-10.4%	1036.8%	171.5%	-9.9%	-25.3%	Oct '23
13-week T-bill	3.84	-0.4%	-0.1%	-2.2%	-9.6%	-8.0%	-15.1%	-18.8%	-8.7%	16.7%	4267.0%	7150.9%	8.8%	-28.1%	Oct '23
Crude Oil	62.30	0.9%	0.8%	0.1%	-8.8%	4.6%	-15.3%	0.1%	-13.1%	-32.8%	51.3%	-18.1%	-28.6%	-49.6%	Mar '22
Gold	4028.40	1.3%	4.2%	10.7%	21.8%	35.7%	54.0%	27.5%	53.2%	136.9%	113.3%	123.9%	141.2%	New Peak	Oct '25
EUR/USD	1.16	-0.3%	-0.9%	-1.2%	-0.8%	5.9%	6.0%	-6.0%	11.8%	-	-1.2%	2.2%	19.8%	-5.8%	Jan '21
USD/JPY	152.33	0.2%	3.6%	3.4%	3.7%	4.4%	2.8%	11.0%	-3.0%	-	43.7%	32.3%	3.8%	-5.8%	Jul '24
S&P 500 Volatility Index	17.24	5.3%	5.8%	14.1%	2.6%	-67.1%	-19.5%	39.4%	-0.6%	-45.0%	-34.6%	3.9%	-48.6%	-67.1%	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	51.05	0.08%	0.0%	0.2%	1.4%	3.1%	5.2%	6.5%	4.6%	20.6%	17.3%	15.6%	20.7%	New Peak	Oct '25
Interm Muni- JPMorgan	50.39	0.12%	0.1%	0.6%	2.2%	4.3%	1.9%	1.9%	2.5%	14.0%	6.3%	2.5%	13.8%	-0.4%	Sep '25
Interm Bond- Janus MSB	45.63	0.2%	0.1%	-0.2%	2.8%	4.2%	4.0%	1.5%	6.4%	16.7%	1.3%	0.8%	17.2%	-0.7%	Sep '25
Interm Bond- Vanguard	78.02	0.2%	-0.1%	-0.5%	2.5%	4.4%	4.6%	1.6%	6.9%	17.8%	-1.6%	0.6%	18.1%	-2.5%	Dec '20
Multisector Bond- Intrepid	9.09	-0.11%	0.0%	-0.2%	1.8%	6.6%	7.4%	10.4%	5.5%	31.2%	46.4%	25.1%	31.5%	-0.7%	Sep '25
Int’l Bond- JPMorgan	48.79	-0.04%	-0.2%	-0.2%	1.3%	4.9%	5.7%	3.5%	6.1%	23.4%	16.0%	11.6%	25.3%	-0.7%	Sep '25
Long Bond- Vanguard	77.51	0.2%	-0.2%	-0.1%	4.7%	9.5%	2.0%	-1.9%	7.1%	22.1%	-10.1%	-11.6%	24.8%	-15.2%	Sep '21
Long CA Muni- PIMCO	9.39	0.11%	0.0%	1.1%	2.9%	4.6%	1.7%	2.9%	2.3%	17.1%	8.2%	1.9%	17.1%	-0.3%	Sep '25
Long Muni- iShares	57.04	0.04%	0.1%	0.9%	2.9%	5.7%	1.4%	1.6%	1.3%	11.7%	2.5%	0.0%	11.6%	-0.4%	Aug '21

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BelowPeak Oct '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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Below
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Oct '25

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Oct '25

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Oct '25