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S&P 500

Return

81.4%

[

12.9%

annualized]

Dec 31 2020 - Dec 01 2025

-1.1%

Below
Peak
Oct '25

DJIA (Large Value)

Return

54.5%

[

9.2%

annualized]

Dec 31 2020 - Dec 01 2025

-2.0%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

25.0%

[

4.6%

annualized]

Dec 31 2020 - Dec 01 2025

-2.0%

Below
Peak
Oct '25

Performance Range:

As of Dec 01 11:21 PM EDT, next update on next market open

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	6812.63	-0.5%	0.7%	-0.4%	6.2%	14.8%	12.7%	23.3%	15.8%	67.3%	85.7%	42.0%	90.5%	-1.1%	Oct '25
DJIA (Large Value)	47289.33	-0.9%	0.4%	-0.6%	4.4%	11.8%	5.6%	12.9%	11.2%	37.3%	58.2%	29.3%	61.9%	-2.0%	Nov '25
Russell 2000 (Small Cap)	2469.13	-1.3%	0.1%	-0.4%	5.0%	19.3%	1.4%	10.0%	10.7%	30.4%	34.3%	8.6%	46.3%	-2.0%	Oct '25
NASDAQ Comp (Tech/Growth)	23275.92	-0.4%	1.1%	-1.9%	9.4%	21.0%	20.0%	28.6%	20.5%	103.1%	88.5%	47.0%	123.4%	-2.8%	Oct '25
Aggregate Bond	100.06	-0.4%	-0.7%	-0.2%	1.9%	4.3%	4.9%	1.3%	6.7%	11.8%	-1.9%	0.0%	16.8%	-2.4%	Dec '20
Corp Bond	110.85	-0.5%	-0.7%	0.0%	2.4%	5.5%	4.7%	0.9%	7.7%	14.9%	-3.4%	-1.4%	25.0%	-4.3%	Sep '21
High Yield Bond	80.47	-0.6%	-0.5%	0.1%	1.1%	4.1%	6.6%	8.0%	7.4%	26.7%	21.1%	15.2%	34.8%	-0.6%	Nov '25
Preferred	30.65	-0.4%	-0.4%	-1.3%	-1.0%	4.8%	0.0%	7.2%	3.0%	15.0%	8.2%	-0.6%	22.1%	-3.6%	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	89.18	-0.2%	1.6%	4.1%	-2.2%	3.7%	-4.0%	0.1%	7.5%	13.1%	39.0%	7.6%	38.1%	-6.8%	Oct '24
Consumer Discretionary/Cyclical	236.60	0.06%	1.4%	-1.4%	3.0%	10.8%	6.4%	26.5%	6.2%	66.4%	56.4%	16.2%	74.7%	-2.3%	Nov '25
Financial Services	52.89	-0.8%	0.7%	1.0%	-1.0%	4.4%	5.6%	30.6%	10.6%	54.9%	101.9%	42.8%	83.7%	-2.3%	Sep '25
Real Estate	90.29	-1.1%	-0.4%	1.2%	0.5%	2.9%	-2.9%	4.8%	4.4%	16.8%	29.7%	-9.0%	33.5%	-9.7%	Dec '21
Communication Services	114.85	-0.5%	0.5%	0.0%	3.6%	13.4%	17.1%	34.7%	19.7%	128.2%	79.2%	52.6%	148.9%	-3.5%	Sep '25
Energy	91.32	1.0%	3.1%	3.6%	1.7%	12.4%	-0.2%	5.6%	9.2%	12.1%	190.7%	82.6%	26.4%	-3.0%	Nov '24
Industrials	151.44	-1.5%	-0.3%	-2.3%	1.0%	6.9%	7.6%	17.3%	16.1%	55.2%	86.1%	53.2%	87.3%	-2.8%	Oct '25
Technology	286.35	0.05%	2.1%	-4.8%	10.4%	23.3%	22.1%	21.6%	23.7%	116.5%	138.6%	68.1%	151.4%	-5.8%	Oct '25
Consumer Staples/Defensive	79.29	-0.10%	1.6%	3.9%	-1.0%	-3.0%	-2.0%	12.2%	2.8%	11.3%	35.1%	13.5%	27.0%	-4.1%	Aug '25
Healthcare	155.29	-1.5%	-2.2%	7.7%	13.4%	18.1%	7.4%	2.5%	14.4%	16.7%	50.8%	18.4%	33.9%	-2.2%	Nov '25
Utilities	88.51	-2.3%	-0.3%	-0.7%	6.0%	9.2%	12.3%	23.3%	19.4%	36.7%	62.0%	40.0%	57.9%	-4.7%	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	140.84	-0.4%	0.9%	-0.4%	6.3%	13.9%	17.3%	17.4%	20.8%	65.4%	73.1%	40.8%	91.4%	-1.2%	Oct '25
MSCI Emerging Markets	54.28	-0.07%	0.8%	-1.8%	9.0%	19.5%	28.3%	6.5%	31.1%	48.0%	22.1%	19.9%	68.9%	-3.1%	Oct '25
FTSE Europe	81.12	-0.5%	1.1%	1.0%	5.1%	6.5%	27.0%	1.9%	30.6%	55.1%	62.0%	33.0%	94.9%	-1.4%	Nov '25
MSCI Japan	82.53	-0.6%	0.7%	-1.1%	5.6%	10.9%	19.8%	7.0%	24.0%	55.7%	37.4%	31.2%	78.7%	-2.1%	Nov '25
MSCI India	54.33	-0.7%	0.1%	0.7%	3.8%	-0.4%	-0.3%	8.6%	3.2%	24.6%	55.8%	17.7%	35.2%	-7.6%	Sep '24
MSCI China	62.66	0.7%	0.7%	-1.4%	1.7%	18.8%	36.1%	17.7%	35.0%	42.4%	-13.0%	8.9%	67.3%	-29.0%	Feb '21
International Bond	49.39	-0.5%	-0.5%	-0.7%	1.2%	1.3%	1.9%	3.6%	2.9%	12.0%	-0.5%	1.4%	17.4%	-1.3%	Dec '20
iShares Latin America	30.99	-0.5%	2.1%	5.3%	14.7%	25.1%	43.5%	-23.1%	51.7%	47.9%	56.8%	71.7%	54.2%	-0.5%	Nov '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	625.52	-0.5%	0.8%	-0.2%	6.6%	15.5%	14.1%	25.0%	17.2%	74.6%	99.7%	50.5%	99.3%	-1.0%	Oct '25
US Large Growth	474.84	-0.3%	0.8%	-2.2%	7.6%	18.4%	18.6%	33.1%	18.6%	108.1%	110.2%	58.0%	132.1%	-3.4%	Oct '25
US Large Value	208.55	-0.7%	0.6%	1.9%	4.4%	11.4%	6.9%	14.2%	14.1%	39.4%	71.0%	33.4%	61.9%	-0.7%	Nov '25

US MidCap Blend	290.07	-0.7%	0.7%	-0.3%	1.0%	7.9%	3.9%	15.3%	11.1%	40.5%	55.9%	21.5%	62.1%	-2.1%	Oct '25
US MidCap Growth	281.29	-0.7%	0.8%	-3.6%	-1.9%	4.5%	4.6%	16.4%	11.4%	48.9%	43.4%	15.0%	69.7%	-5.6%	Oct '25
US MidCap Value	176.28	-0.7%	0.7%	2.3%	3.2%	10.4%	3.1%	14.0%	10.8%	32.7%	67.9%	27.7%	54.4%	-0.7%	Nov '25

US Small Blend	256.89	-0.7%	0.6%	0.7%	2.6%	13.5%	0.2%	14.2%	8.0%	37.0%	50.7%	19.5%	55.1%	-1.2%	Oct '25
US Small Growth	322.28	-1.8%	-0.1%	-2.5%	5.5%	18.9%	3.2%	15.0%	12.4%	42.6%	26.7%	11.6%	58.4%	-3.8%	Oct '25
US Small Value	181.03	-0.7%	0.5%	2.2%	5.0%	21.2%	2.1%	7.6%	11.6%	28.4%	58.6%	15.9%	46.0%	-0.7%	Nov '25

Foreign Large Blend	94.72	-0.5%	0.9%	0.2%	4.6%	7.4%	23.3%	3.5%	27.4%	51.9%	52.8%	32.8%	84.7%	-1.9%	Nov '25
Foreign Growth	113.23	-0.7%	1.0%	-2.1%	3.2%	3.0%	13.1%	1.5%	18.1%	34.5%	25.0%	8.1%	63.8%	-3.7%	Oct '25
Foreign Value	70.16	-0.2%	1.0%	2.5%	5.6%	11.5%	33.4%	5.4%	36.6%	70.0%	83.0%	60.7%	106.3%	-1.2%	Nov '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	23.62	-0.11%	-0.5%	-0.3%	-0.9%	0.9%	3.5%	8.3%	3.1%	27.2%	31.7%	24.7%	30.4%	-1.1%	Sep '25
Ultra Short- Janus AAA CLO	50.56	0.05%	-0.2%	0.1%	0.8%	2.3%	4.8%	7.4%	4.2%	21.8%	23.6%	21.5%	23.7%	-0.3%	Nov '25
Bank Loan- Invesco	20.90	-0.10%	0.1%	0.0%	1.1%	3.1%	5.5%	8.2%	5.2%	27.1%	29.0%	25.0%	31.3%	-0.3%	Nov '25
Interval CEF- Cliffwater	10.65	0%	0.2%	0.9%	2.1%	4.2%	9.0%	12.6%	8.2%	34.8%	55.8%	40.1%	36.5%	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	52.86	-0.5%	0.6%	-0.5%	4.9%	14.2%	12.1%	27.9%	16.1%	77.9%	137.6%	83.9%	103.1%	-1.8%	Oct '25
Int’l Min Volatility- Franklin	36.81	-0.4%	0.1%	3.8%	7.2%	13.5%	23.9%	15.9%	24.3%	67.2%	109.8%	74.5%	87.3%	-0.4%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.26	-0.9%	0.5%	-0.8%	1.5%	9.3%	12.5%	62.3%	1.9%	189.3%	320.2%	213.7%	222.4%	-5.9%	Dec '24
Small Value- Avantis	101.12	-0.01%	0.9%	3.4%	2.1%	16.0%	-2.7%	9.3%	6.1%	33.0%	102.3%	33.7%	53.4%	-3.3%	Nov '24
Mid Value- Pacer Cash Cows	59.64	-0.3%	1.0%	2.9%	3.5%	12.1%	-0.7%	10.6%	6.9%	27.9%	100.7%	35.6%	46.7%	-1.1%	Nov '24
Growth- S&P Momentum	118.93	-1.0%	0.9%	-2.3%	3.1%	12.1%	23.8%	45.8%	25.9%	109.8%	142.5%	93.2%	137.4%	-4.2%	Oct '25
Invesco S&P Quality	74.29	-0.6%	0.4%	0.3%	3.8%	5.9%	8.2%	25.4%	11.8%	66.9%	93.4%	46.9%	93.5%	-0.9%	Oct '25
Rotation Factor- BlackRock	60.61	-0.4%	0.9%	-0.4%	7.0%	16.7%	15.9%	30.3%	19.3%	99.8%	117.0%	68.1%	127.7%	-1.1%	Oct '25
US Min Volatility- Fidelity	67.33	-0.8%	0.2%	2.3%	4.7%	10.7%	8.4%	16.1%	12.4%	45.4%	71.7%	36.7%	66.8%	-0.8%	Nov '25
Derivative Income- JPMorgan	57.21	-1.2%	-0.4%	1.2%	2.3%	6.2%	2.4%	12.6%	6.6%	29.2%	58.3%	27.7%	45.7%	-1.2%	Nov '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	15.66	0.2%	0.3%	-0.3%	-2.5%	2.0%	4.5%	12.1%	5.5%	30.4%	33.7%	32.9%	32.5%	-2.6%	Aug '25
Multistrategy- AQR	14.16	-0.07%	0.0%	0.1%	4.5%	7.0%	16.1%	13.3%	15.0%	44.9%	89.4%	62.9%	45.6%	-1.1%	Nov '25
Long Short- AQR	20.63	0.2%	0.4%	1.9%	6.9%	10.9%	30.6%	30.5%	28.8%	125.8%	245.5%	157.6%	145.7%	New Peak	Dec '25
Mkt Neutral- BlackRock	14.66	0.2%	0.3%	1.3%	2.4%	4.7%	15.8%	21.4%	14.5%	63.0%	70.2%	63.7%	64.3%	-0.9%	Sep '25
Multi Strategy- Variant	26.76	0%	0.1%	0.6%	2.1%	3.9%	7.2%	5.1%	6.5%	23.3%	46.3%	29.0%	24.7%	New Peak	Dec '25
Long Short- First Trust	71.52	-0.06%	0.5%	0.8%	6.5%	9.6%	8.9%	18.8%	9.6%	47.1%	75.3%	44.3%	59.5%	-0.6%	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)	314.89	-1.7%	-2.6%	12.0%	49.1%	86.7%	84.4%	36.0%	66.9%	215.7%	247.5%	118.7%	225.0%	-2.6%	Nov '25
Meta (Communications)	640.87	-1.1%	0.7%	-1.2%	-12.8%	-4.3%	8.4%	66.0%	9.7%	422.2%	124.3%	90.5%	405.7%	-18.8%	Aug '25
Amazon (Cyclical)	233.88	0.3%	1.8%	-4.2%	3.8%	13.2%	11.0%	44.4%	6.6%	148.5%	46.0%	37.2%	107.2%	-7.9%	Nov '25
Tesla (Cyclical)	430.14	-0.01%	2.6%	-5.8%	30.6%	25.5%	20.5%	62.5%	6.5%	120.7%	126.9%	7.6%	98.0%	-10.4%	Dec '24
Procter & Gamble (Defensive)	147.44	-0.5%	-0.7%	-1.9%	-6.0%	-10.9%	-15.8%	17.3%	-9.7%	5.6%	20.8%	0.1%	28.7%	-15.8%	Dec '24
PepsiCo (Defensive)	149.51	0.5%	2.3%	2.3%	0.5%	16.6%	-4.8%	-7.6%	1.3%	-12.0%	20.3%	-3.0%	-2.9%	-17.2%	May '23
Coca-Cola (Defensive)	71.95	-1.6%	-0.9%	4.4%	5.0%	1.4%	15.6%	8.9%	18.1%	21.5%	59.4%	35.8%	42.8%	-1.6%	Nov '25
Exxon Mobil (Energy)	116.63	0.6%	1.9%	2.9%	2.6%	15.2%	2.6%	11.3%	12.4%	17.7%	257.3%	111.6%	32.4%	-2.8%	Oct '24
Chevron (Energy)	152.54	0.9%	2.7%	-2.2%	-4.7%	13.1%	-1.6%	1.3%	10.2%	-4.4%	109.9%	50.3%	10.6%	-7.9%	Jan '23
JPMorgan Chase (Financial)	308.92	-1.3%	2.0%	-0.7%	3.6%	17.9%	28.1%	44.3%	31.6%	146.1%	188.2%	112.2%	221.0%	-3.6%	Nov '25
Visa (Financial)	330.39	-1.2%	-1.2%	-2.8%	-5.4%	-9.2%	5.1%	22.3%	5.3%	55.3%	63.0%	53.8%	90.0%	-11.2%	Jun '25
Mastercard (Financial)	543.97	-1.2%	-0.5%	-1.5%	-8.0%	-6.2%	3.0%	24.2%	3.9%	53.8%	64.5%	50.1%	95.4%	-9.1%	Aug '25
Bank of America (Financial)	53.24	-0.8%	1.4%	-0.4%	6.2%	22.2%	15.8%	33.9%	23.3%	58.8%	106.9%	27.0%	93.0%	-1.6%	Nov '25
UnitedHealth (Health)	323.21	-2.0%	-0.9%	-5.4%	5.3%	7.5%	-45.7%	-2.4%	-35.0%	-36.7%	0.6%	-31.6%	-32.0%	-47.2%	Nov '24
Johnson & Johnson (Health)	205.34	-0.8%	-0.6%	8.7%	15.3%	33.1%	35.8%	-4.8%	45.4%	25.0%	58.8%	33.7%	38.3%	-1.1%	Nov '25
Eli Lilly (Health)	1057.89	-1.6%	-4.7%	22.8%	44.1%	42.1%	33.3%	33.3%	38.1%	189.1%	668.0%	304.1%	234.7%	-4.7%	Nov '25
Union Pacific (Industrials)	231.36	-0.2%	1.0%	5.0%	4.2%	6.4%	-1.6%	-5.1%	3.3%	15.6%	26.4%	1.9%	29.2%	-9.2%	Mar '22
Honeywell (Industrials)	190.22	-1.0%	-0.4%	-5.0%	-6.7%	-9.5%	-10.3%	10.0%	-8.7%	-1.7%	7.4%	6.3%	25.2%	-15.1%	Jul '25
Nvidia (IT)	179.92	1.6%	1.2%	-11.1%	5.4%	31.0%	29.8%	171.2%	34.0%	967.1%	1232.4%	498.4%	1466.4%	-13.1%	Oct '25
Broadcom (IT)	386.08	-4.2%	0.3%	4.5%	29.7%	55.9%	134.1%	110.5%	67.7%	651.5%	970.0%	527.1%	843.8%	-4.2%	Nov '25
Adobe (IT)	322.85	0.8%	1.0%	-5.1%	-6.6%	-20.0%	-37.5%	-25.5%	-27.4%	-5.5%	-32.9%	-42.8%	12.8%	-53.1%	Nov '21
Oracle (IT)	200.94	-0.5%	2.0%	-23.5%	-10.7%	21.1%	11.9%	60.0%	21.8%	150.2%	264.6%	141.4%	227.0%	-38.7%	Sep '25
salesforce.com (IT)	232.83	1.0%	-0.6%	-10.6%	-7.8%	-10.7%	-29.2%	27.8%	-30.0%	62.8%	6.6%	-7.9%	65.4%	-36.3%	Dec '24
Linde PLC (Materials)	407.14	-0.8%	-0.2%	-2.7%	-13.9%	-11.8%	-10.3%	3.2%	-1.8%	25.1%	73.2%	26.5%	55.9%	-15.8%	Sep '25
Sherwin-Williams (Materials)	341.49	-0.6%	-0.3%	-0.8%	-5.2%	-3.5%	-12.9%	9.9%	1.4%	36.1%	49.7%	4.5%	74.6%	-13.8%	Nov '24
American Tower (Real Estate)	176.27	-2.8%	-1.9%	-1.5%	-11.3%	-16.3%	-12.1%	-12.2%	-1.5%	-11.3%	-11.2%	-30.8%	5.9%	-34.1%	Sep '21
Prologis Inc. (Real Estate)	128.93	0.3%	1.2%	3.9%	16.9%	20.8%	15.4%	-18.1%	25.3%	21.1%	51.8%	-12.5%	41.0%	-17.0%	Apr '22
NextEra Energy (Utilities)	84.65	-1.9%	-0.2%	4.0%	16.5%	21.6%	12.5%	21.5%	20.9%	7.7%	28.6%	2.2%	26.8%	-1.9%	Nov '25
Duke Energy (Utilities)	120.75	-2.6%	-1.0%	-2.0%	-0.1%	4.8%	8.6%	15.6%	16.1%	36.6%	56.5%	36.5%	59.8%	-5.6%	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	16.00	-0.4%	-0.1%	-0.1%	2.8%	5.8%	9.2%	6.8%	8.9%	23.8%	15.8%	10.0%	31.9%	-0.7%	Oct '25
Moderate-60% Stock	65.07	-0.6%	0.4%	0.0%	4.6%	10.2%	12.7%	10.7%	15.4%	42.1%	41.4%	24.5%	58.0%	-0.8%	Oct '25
Mod Agg-80% Stock	51.71	-0.5%	0.6%	-0.2%	5.2%	11.9%	19.2%	17.5%	18.1%	59.1%	67.6%	37.1%	80.2%	-1.0%	Oct '25
Aggressive-90% Stock	31.44	-0.5%	0.7%	-0.5%	5.9%	13.3%	17.0%	14.8%	19.0%	61.1%	72.1%	36.5%	82.3%	-1.2%	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	87175.09	-3.6%	-0.2%	-20.4%	-21.6%	-17.7%	-9.1%	121.9%	-6.7%	410.1%	354.0%	87.6%	355.0%	-30.1%	Oct '25
Ethereum	2811.08	-6.1%	-5.0%	-26.9%	-35.0%	7.8%	-22.9%	44.8%	-15.6%	117.2%	369.8%	-25.3%	117.1%	-41.8%	Aug '25
BNB	829.42	-5.5%	-3.8%	-23.8%	-2.6%	24.4%	28.1%	123.3%	18.3%	182.6%	2637.6%	62.0%	206.1%	-36.7%	Oct '25
Solana	127.49	-4.5%	-8.2%	-31.9%	-39.1%	-18.8%	-43.5%	78.0%	-32.6%	829.5%	5926.7%	-25.1%	309.1%	-51.3%	Jan '25
Bitcoin ETF	48.50	-5.9%	-2.1%	-22.2%	-23.0%	-18.3%	-11.0%	-	-8.6%	-	-	-	-	-32.0%	Oct '25
Grayscale Bitcoin (hi fee)	66.92	-5.8%	-2.1%	-22.2%	-23.1%	-18.7%	-12.0%	136.7%	-9.6%	724.9%	216.7%	116.2%	560.8%	-32.0%	Oct '25
Bloomberg Commodities	22.94	0.6%	3.6%	3.7%	8.0%	10.6%	18.9%	5.5%	16.2%	11.0%	70.7%	28.2%	11.2%	-6.6%	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	4.74	1.7%	1.8%	1.6%	-4.6%	-5.0%	8.8%	19.1%	-0.9%	33.2%	178.4%	135.3%	22.1%	-7.0%	Oct '23
10yr Treasury rate	4.10	2.0%	2.3%	-0.1%	-4.2%	-8.2%	-2.4%	18.3%	-10.4%	16.8%	332.1%	151.6%	5.0%	-17.9%	Oct '23
5yr Treasury rate	3.67	2.0%	3.0%	-1.2%	-1.9%	-8.6%	-10.3%	14.1%	-16.1%	0.2%	768.3%	169.1%	-10.7%	-26.0%	Oct '23
13-week T-bill	3.69	-0.11%	-1.0%	-0.7%	-8.4%	-12.7%	-15.7%	-18.8%	-12.2%	-12.2%	4824.0%	6867.9%	4.5%	-30.9%	Oct '23
Crude Oil	59.43	-0.3%	-	-2.5%	-9.4%	-4.9%	-12.7%	0.1%	-17.1%	-25.7%	31.3%	-21.9%	-31.9%	-52.0%	Mar '22
Gold	4248.80	-0.3%	-	6.7%	19.7%	26.1%	61.3%	27.5%	61.6%	136.6%	132.7%	136.1%	154.4%	-2.0%	Oct '25
EUR/USD	1.16	0.12%	0.8%	0.4%	-0.2%	1.4%	10.2%	-6.0%	11.6%	10.3%	-3.8%	2.1%	19.7%	-5.9%	Jan '21
USD/JPY	155.59	-0.2%	-0.9%	1.1%	4.7%	9.2%	3.8%	11.0%	-0.9%	15.1%	49.2%	35.1%	6.0%	-3.7%	Jul '24
S&P 500 Volatility Index	17.24	5.4%	-7.1%	-1.1%	0.4%	-6.1%	29.2%	39.4%	-0.6%	-9.5%	-18.6%	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	50.96	-0.07%	0.0%	0.4%	1.2%	3.0%	5.8%	6.5%	5.6%	20.2%	17.8%	16.7%	21.9%	-0.1%	Nov '25
Interm Muni- JPMorgan	50.52	-0.2%	-0.5%	-0.3%	2.9%	4.2%	2.5%	1.9%	3.7%	11.9%	5.9%	3.7%	15.1%	-0.6%	Nov '25
Interm Bond- Janus MSB	45.62	-0.4%	-0.8%	-0.2%	2.3%	5.6%	6.1%	1.5%	7.7%	13.4%	2.0%	2.1%	18.7%	-0.9%	Nov '25
Interm Bond- Vanguard	78.13	-0.4%	-0.7%	0.2%	1.7%	4.6%	6.3%	1.6%	8.1%	14.1%	-0.7%	1.8%	19.5%	-1.3%	Dec '20
Multisector Bond- Intrepid	9.03	-0.11%	-0.3%	-0.2%	1.1%	4.7%	7.2%	10.4%	6.8%	29.3%	41.8%	26.7%	33.2%	-0.6%	Nov '25
Int’l Bond- JPMorgan	48.81	-0.6%	-0.3%	-0.2%	1.4%	3.7%	6.4%	3.5%	7.4%	19.8%	14.9%	13.0%	26.9%	-0.8%	Oct '25
Long Bond- Vanguard	76.70	-1.3%	-1.1%	-0.5%	3.4%	7.1%	2.2%	-1.9%	7.4%	10.9%	-13.3%	-11.4%	25.1%	-15.0%	Sep '21
Long CA Muni- PIMCO	9.43	-0.2%	-0.1%	-0.3%	3.9%	5.2%	2.1%	2.9%	3.8%	15.1%	7.1%	3.5%	18.9%	-0.4%	Nov '25
Long Muni- iShares	57.42	-0.2%	-0.3%	0.0%	3.8%	5.1%	1.8%	1.6%	2.8%	9.5%	2.4%	1.4%	13.2%	-0.5%	Nov '25

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Russell 2000 (Small Cap)

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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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Oct '25

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Nov '25

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Oct '25