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S&P 500 (Large Cap)

Return

62.0%

[

11.4%

annualized]

Dec 31 2020 - Jun 25 2025

-0.9%

Below
Peak
Feb '25

DJIA (Large Value)

Return

40.2%

[

7.8%

annualized]

Dec 31 2020 - Jun 25 2025

-4.7%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

8.5%

[

1.8%

annualized]

Dec 31 2020 - Jun 25 2025

-12.3%

Below
Peak
Nov '21

Performance Range:

As of Jun 25 02:23 PM EDT 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 (Large Cap)	6086.62	-0.09%	1.8%	4.9%	5.4%	0.8%	11.3%	23.3%	3.5%	55.6%	97.4%	26.9%	70.2%	-0.9%	Feb '25
DJIA (Large Value)	42914.95	-0.4%	1.8%	3.2%	0.8%	-0.9%	9.7%	12.9%	0.9%	36.2%	66.7%	17.3%	46.9%	-4.7%	Dec '24
Russell 2000 (Small Cap)	2142.14	-0.9%	1.4%	5.0%	2.2%	-5.2%	5.9%	10.0%	-3.9%	21.3%	51.6%	-5.7%	26.9%	-12.3%	Nov '21
NASDAQ Comp (Tech/Growth)	19934.99	0.11%	2.0%	6.4%	9.1%	-0.5%	12.5%	28.6%	3.2%	71.7%	99.0%	25.9%	91.4%	-1.2%	Dec '24
Aggregate Bond	98.71	-0.11%	0.6%	1.9%	1.3%	3.7%	4.8%	1.3%	3.5%	8.0%	-4.0%	-2.9%	13.4%	-5.7%	Aug '20
Muni ~7yrs	104.13	-0.08%	0.2%	0.6%	-0.4%	-0.6%	0.4%	1.3%	-1.0%	6.9%	1.9%	-1.8%	8.5%	-2.6%	Dec '24
Corp Bond	108.71	-0.2%	0.6%	2.7%	1.4%	3.5%	5.0%	0.9%	3.7%	11.8%	-3.1%	-5.1%	20.4%	-7.9%	Sep '21
High Yield Bond	80.16	-0.01%	0.8%	2.0%	2.4%	4.4%	9.3%	7.4%	4.4%	26.7%	26.4%	11.4%	30.4%	New Peak	Jun '25
Preferred	30.43	-0.4%	0.6%	1.8%	-1.1%	-0.5%	2.5%	7.2%	-0.4%	11.2%	15.9%	-4.6%	17.1%	-5.3%	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	86.96	-0.8%	0.5%	2.0%	1.0%	2.7%	0.0%	0.1%	4.4%	20.9%	73.8%	4.5%	34.1%	-9.6%	Oct '24
Consumer Discretionary/Cyclical	212.39	-1.5%	1.1%	1.0%	3.4%	-9.0%	18.6%	26.5%	-4.9%	48.4%	74.5%	4.1%	56.6%	-10.7%	Dec '24
Financial Services	51.40	-0.3%	2.7%	3.1%	2.3%	5.7%	26.4%	30.6%	7.1%	67.6%	138.5%	38.4%	78.0%	-0.8%	Feb '25
Real Estate	90.21	-1.3%	0.4%	3.6%	0.6%	1.9%	12.4%	4.8%	2.3%	8.9%	39.3%	-10.9%	30.8%	-11.6%	Dec '21
Communication Services	105.14	-0.09%	1.9%	5.2%	5.5%	6.6%	23.7%	34.7%	9.2%	90.3%	100.6%	39.2%	127.0%	-0.1%	Jun '25
Energy	84.79	-0.1%	-3.0%	4.3%	-8.3%	1.8%	-4.3%	5.6%	0.6%	31.6%	174.3%	68.1%	16.3%	-10.7%	Nov '24
Industrials	143.77	-0.9%	1.4%	2.4%	7.2%	7.8%	19.5%	17.3%	9.8%	69.8%	130.4%	44.9%	77.1%	-0.9%	Jun '25
Technology	248.71	0.6%	3.1%	9.8%	14.1%	3.8%	10.6%	21.6%	7.3%	90.9%	150.1%	45.8%	118.1%	New Peak	Jun '25
Consumer Staples/Defensive	80.33	-1.2%	0.6%	-0.9%	2.8%	2.4%	6.4%	12.2%	3.4%	19.4%	57.0%	14.2%	27.8%	-2.7%	Feb '25
Healthcare	133.62	-0.12%	0.8%	3.0%	-7.6%	-3.3%	-7.3%	2.5%	-2.0%	8.6%	46.5%	1.4%	14.7%	-13.6%	Sep '24
Utilities	80.68	-1.1%	0.8%	0.2%	5.6%	7.0%	20.2%	23.3%	8.1%	28.3%	68.9%	26.8%	43.0%	-1.8%	May '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	126.25	-0.2%	1.6%	4.0%	6.2%	6.2%	14.0%	17.4%	8.3%	54.1%	86.5%	26.2%	71.6%	-0.2%	Jun '25
MSCI Emerging Markets	47.94	0.05%	2.9%	4.7%	8.4%	13.5%	15.6%	6.5%	15.8%	27.1%	32.7%	5.9%	49.2%	-8.3%	Feb '21
FTSE Europe	75.89	-0.7%	0.9%	1.1%	6.7%	21.0%	16.1%	1.9%	21.8%	54.6%	77.5%	24.1%	81.9%	-1.8%	Jun '25
MSCI Japan	72.39	-0.5%	-0.9%	-0.1%	1.8%	9.8%	9.7%	7.0%	8.8%	42.3%	41.1%	15.1%	56.8%	-2.7%	Jun '25
MSCI India	54.99	0.4%	2.2%	0.8%	5.7%	3.0%	0.4%	8.6%	4.5%	39.0%	101.6%	19.1%	36.9%	-6.4%	Sep '24
MSCI China	55.49	-0.1%	2.9%	2.3%	1.9%	17.5%	32.9%	17.7%	19.6%	7.9%	-6.8%	-3.5%	48.2%	-37.1%	Feb '21
International Bond	49.41	-0.12%	0.0%	0.8%	2.3%	1.7%	5.4%	3.6%	1.8%	11.7%	-0.2%	0.4%	16.2%	-2.3%	Dec '20
iShares Latin America	25.38	-0.7%	-0.1%	1.0%	7.1%	22.7%	8.8%	-23.1%	24.2%	39.0%	61.8%	40.6%	26.3%	-18.7%	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	559.07	-0.07%	1.8%	5.0%	5.7%	1.5%	12.7%	25.0%	4.1%	62.6%	112.7%	33.7%	77.1%	-0.5%	Feb '25
US Large Growth	414.55	0.1%	2.1%	6.2%	9.1%	-0.3%	14.3%	33.1%	3.4%	84.5%	124.0%	37.8%	102.4%	-0.7%	Dec '24
US Large Value	191.54	-0.5%	1.3%	3.3%	1.6%	3.1%	11.6%	14.2%	4.4%	37.2%	88.8%	21.9%	48.0%	-2.8%	Nov '24

US MidCap Blend	276.04	-0.6%	1.4%	3.6%	4.7%	3.1%	14.6%	14.9%	5.0%	41.7%	82.5%	14.3%	52.5%	-2.2%	Nov '24
US MidCap Growth	277.69	-0.5%	2.1%	5.0%	9.4%	6.5%	21.0%	16.4%	9.6%	54.6%	75.2%	13.2%	67.1%	-0.5%	Jun '25
US MidCap Value	163.24	-0.7%	0.9%	2.3%	1.1%	0.4%	10.2%	14.0%	1.6%	32.1%	92.6%	17.0%	41.5%	-6.2%	Nov '24

US Small Blend	234.05	-0.9%	1.2%	3.7%	2.1%	-3.7%	9.1%	14.2%	-2.2%	34.2%	74.6%	8.2%	40.4%	-9.8%	Nov '24
US Small Growth	280.58	-1.1%	1.4%	5.3%	4.3%	-3.9%	8.6%	15.0%	-2.3%	34.3%	41.7%	-2.9%	37.8%	-14.2%	Feb '21
US Small Value	155.45	-0.8%	1.3%	4.9%	0.6%	-5.2%	5.4%	7.6%	-4.6%	18.1%	80.4%	-0.9%	24.8%	-13.2%	Nov '24

Foreign Large Blend	87.51	-0.6%	0.5%	1.1%	5.9%	17.4%	14.6%	3.5%	17.7%	49.1%	65.2%	22.7%	70.6%	-1.5%	Jun '25
Foreign Growth	109.17	-0.5%	0.7%	1.7%	6.4%	12.6%	7.6%	1.5%	13.9%	38.9%	40.1%	4.2%	58.0%	-1.5%	Jun '25
Foreign Value	62.35	-0.6%	0.3%	0.6%	5.6%	21.8%	21.7%	5.4%	21.4%	59.2%	89.9%	42.8%	83.3%	-1.4%	Jun '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	24.15		0.12%	0.3%	0.6%	2.2%	2.5%	6.5%	8.3%	2.3%	29.7%	35.5%	23.8%	29.4%	New Peak	Jun '25
Ultra Short- Janus AAA CLO	50.69		-0.01%	0.1%	0.5%	1.7%	2.4%	5.8%	7.4%	2.2%	21.9%	-	19.2%	21.4%	New Peak	Jun '25
Bank Loan- Invesco	20.86		0.12%	0.4%	1.0%	2.4%	2.8%	7.4%	8.2%	2.7%	28.9%	31.9%	21.9%	28.0%	New Peak	Jun '25
Interval CEF- Cliffwater	10.79	p	EOD	0.1%	0.7%	2.1%	4.4%	10.1%	12.6%	4.2%	31.5%	56.2%	34.9%	31.5%	New Peak	Jun '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	47.76		-0.02%	1.9%	5.5%	6.0%	2.2%	10.7%	27.9%	4.6%	79.9%	161.1%	65.8%	83.2%	-0.7%	Jan '25
Int’l Min Volatility- Franklin	32.17		-0.8%	-1.3%	-0.5%	-0.4%	8.6%	13.8%	15.9%	7.6%	51.9%	95.5%	51.1%	62.1%	-2.1%	Jun '25
MidCap 30 - Hennessy (hi fee)	23.16	p	EOD	2.2%	4.7%	3.8%	-4.7%	8.1%	34.6%	-2.7%	88.5%	233.1%	76.0%	80.9%	-11.1%	Nov '24
Small Value- Avantis	89.52		-0.8%	0.4%	3.3%	0.7%	-7.0%	2.8%	9.3%	-6.5%	34.9%	145.4%	17.8%	35.2%	-14.8%	Nov '24
Mid Value- Pacer Cash Cows	54.35		-0.7%	-0.3%	2.3%	-1.6%	-3.9%	1.4%	10.6%	-3.1%	29.3%	127.0%	22.9%	32.9%	-10.4%	Nov '24
Growth- S&P Momentum	109.74		-0.2%	2.6%	6.9%	13.0%	12.9%	26.5%	45.8%	16.0%	114.1%	167.5%	78.0%	118.7%	-0.2%	Jun '25
Invesco S&P Quality	69.99		-0.8%	1.3%	1.7%	4.2%	2.8%	10.7%	25.4%	5.0%	69.4%	113.1%	38.0%	81.8%	-1.7%	Jun '25
Rotation Factor- BlackRock	53.31		0.05%	1.9%	4.9%	6.4%	2.0%	14.8%	30.3%	4.8%	83.6%	127.7%	47.6%	99.9%	-0.1%	Feb '25
US Min Volatility- Fidelity	61.70		-0.6%	0.9%	2.9%	1.6%	0.8%	9.4%	16.1%	2.6%	41.8%	81.8%	24.9%	52.3%	-1.8%	Feb '25
Derivative Income- JPMorgan	56.36		-0.4%	1.1%	2.5%	0.3%	0.1%	7.7%	12.6%	1.6%	31.1%	73.4%	21.8%	39.0%	-2.6%	Feb '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	15.33	p	EOD	-0.1%	0.3%	1.3%	3.6%	8.1%	12.1%	3.2%	27.6%	31.1%	25.5%	25.1%	-0.6%	Jun '25
Multistrategy- AQR	13.27	p	EOD	-0.2%	1.1%	0.7%	8.1%	8.1%	13.3%	7.8%	39.6%	78.1%	52.2%	36.0%	-0.2%	Jun '25
Long Short- AQR	18.67	p	EOD	0.5%	2.1%	5.6%	15.5%	26.4%	30.5%	16.5%	100.7%	205.3%	123.9%	113.5%	New Peak	Jun '25
Mkt Neutral- BlackRock	14.64	p	EOD	0.1%	-0.1%	3.6%	8.4%	13.3%	21.4%	8.4%	57.9%	52.2%	55.0%	55.5%	-0.9%	Jun '25
Multi Strategy- Variant	27.05	p	EOD	0.1%	0.4%	1.3%	3.0%	7.5%	5.1%	2.9%	19.9%	45.3%	24.6%	20.4%	New Peak	Jun '25
Long Short- First Trust	65.34		-0.5%	0.5%	0.6%	1.4%	-2.1%	5.0%	18.8%	-0.5%	40.3%	67.7%	31.0%	44.9%	-3.9%	Jan '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)	170.28	2.1%	-1.8%	1.2%	0.0%	-13.0%	-7.0%	36.0%	-9.8%	45.2%	137.7%	18.1%	75.6%	-17.3%	Feb '25
Meta (Communications)	707.48	-0.7%	1.7%	12.9%	13.0%	16.6%	39.0%	66.0%	21.0%	318.1%	201.8%	110.1%	457.9%	-3.8%	Feb '25
Amazon (Cyclical)	211.41	-0.6%	-0.5%	5.2%	2.8%	-7.7%	13.5%	44.4%	-3.6%	81.5%	53.5%	24.1%	87.3%	-12.7%	Feb '25
Tesla (Cyclical)	323.84	-4.9%	0.6%	-4.6%	12.4%	-29.9%	72.9%	62.5%	-19.8%	31.8%	392.7%	-19.0%	49.1%	-32.5%	Dec '24
Procter & Gamble (Defensive)	159.24	-0.7%	0.8%	-4.0%	-1.6%	-4.6%	-2.2%	17.3%	-3.8%	19.0%	52.8%	6.6%	37.1%	-10.3%	Dec '24
PepsiCo (Defensive)	128.15	-2.2%	-0.7%	0.2%	-11.0%	-14.5%	-20.6%	-7.6%	-14.0%	-15.4%	13.2%	-17.6%	-17.6%	-29.7%	May '23
Coca-Cola (Defensive)	69.67	-0.8%	0.7%	-2.2%	2.0%	12.5%	12.3%	8.9%	13.5%	20.9%	80.4%	30.5%	37.2%	-5.1%	Apr '25
Exxon Mobil (Energy)	108.75	0.4%	-3.9%	5.5%	-5.9%	4.1%	-1.6%	11.3%	2.9%	38.7%	202.1%	93.8%	21.3%	-11.0%	Oct '24
Chevron (Energy)	143.54	-0.01%	-3.1%	5.1%	-12.4%	2.1%	-5.3%	1.3%	1.4%	11.9%	100.3%	38.3%	1.8%	-15.2%	Jan '23
JPMorgan Chase (Financial)	283.48	0.8%	3.5%	8.7%	13.6%	18.3%	46.4%	44.3%	19.6%	162.3%	232.6%	92.9%	191.8%	New Peak	Jun '25
Visa (Financial)	347.18	-1.3%	2.0%	-1.8%	0.9%	8.6%	27.8%	22.3%	10.2%	72.8%	85.5%	61.0%	98.9%	-7.0%	Jun '25
Mastercard (Financial)	549.98	-1.4%	2.1%	-2.4%	1.0%	3.0%	21.4%	24.2%	4.8%	69.4%	89.8%	51.4%	97.0%	-6.9%	Jun '25
Bank of America (Financial)	46.89	0.5%	4.1%	9.2%	9.0%	6.9%	22.0%	33.9%	8.0%	57.3%	114.6%	11.2%	69.1%	-0.6%	Feb '25
UnitedHealth (Health)	302.01	-1.2%	-1.7%	2.9%	-40.8%	-39.6%	-36.5%	-2.4%	-39.6%	-36.1%	10.0%	-36.5%	-36.8%	-51.0%	Nov '24
Johnson & Johnson (Health)	152.70	0.3%	1.3%	0.7%	-4.4%	6.4%	7.1%	-4.8%	7.3%	-8.3%	26.0%	-1.3%	2.1%	-9.5%	Apr '22
Eli Lilly (Health)	791.64	1.7%	0.8%	10.9%	-6.9%	-0.1%	-11.9%	33.3%	2.9%	149.6%	415.5%	201.3%	149.5%	-17.1%	Aug '24
Union Pacific (Industrials)	226.48	-0.6%	2.0%	2.6%	-3.4%	-0.3%	3.4%	-5.1%	0.5%	12.6%	51.3%	-0.9%	25.7%	-11.7%	Mar '22
Honeywell (Industrials)	221.32	-1.5%	-0.2%	-0.3%	4.9%	-2.3%	5.4%	10.0%	-1.0%	31.0%	71.9%	15.2%	35.8%	-5.2%	Dec '24
Apple (IT)	201.18	0.4%	2.3%	3.0%	-10.0%	-21.9%	-3.3%	30.7%	-19.5%	44.3%	126.9%	12.6%	47.6%	-22.1%	Dec '24
Microsoft (IT)	490.59	0.10%	2.2%	9.0%	24.4%	12.1%	9.6%	12.9%	16.8%	87.9%	155.6%	50.9%	122.4%	New Peak	Jun '25
Nvidia (IT)	153.63	3.9%	5.6%	17.0%	27.3%	9.6%	21.9%	171.2%	14.4%	798.4%	1524.2%	411.0%	1237.4%	New Peak	Jun '25
Broadcom (IT)	264.03	0.10%	5.3%	15.7%	40.6%	10.8%	68.9%	110.5%	14.5%	449.6%	863.6%	328.1%	544.4%	New Peak	Jun '25
Adobe (IT)	387.20	1.3%	2.4%	-5.0%	-4.1%	-13.6%	-26.5%	-25.5%	-12.9%	-0.1%	-11.4%	-31.4%	35.3%	-43.8%	Nov '21
Oracle (IT)	210.74	-2.1%	-0.1%	35.1%	37.4%	23.7%	53.1%	60.0%	27.2%	211.1%	316.2%	152.2%	241.6%	-2.1%	Jun '25
salesforce.com (IT)	267.47	-1.4%	3.1%	-1.9%	-7.0%	-22.1%	11.5%	27.8%	-19.7%	45.1%	43.3%	5.6%	89.6%	-27.0%	Dec '24
Linde PLC (Materials)	462.23	-0.2%	0.8%	1.0%	1.4%	9.3%	6.1%	3.2%	11.1%	58.7%	137.0%	43.2%	76.4%	-4.1%	Oct '24
Sherwin-Williams (Materials)	343.16	-0.7%	3.5%	-2.7%	0.8%	-0.5%	17.4%	9.9%	1.4%	52.5%	87.7%	4.5%	74.6%	-13.8%	Nov '24
American Tower (Real Estate)	221.25	-1.2%	2.7%	5.3%	7.3%	22.8%	18.6%	-12.2%	22.6%	-6.8%	-0.1%	-13.9%	31.7%	-18.0%	Sep '21
Prologis Inc. (Real Estate)	105.22	-2.7%	0.1%	2.1%	-2.8%	2.4%	-0.8%	-18.1%	1.4%	-6.0%	31.6%	-29.2%	14.0%	-32.9%	Apr '22
NextEra Energy (Utilities)	70.37	-1.4%	-1.7%	4.7%	3.4%	-1.9%	-0.7%	21.5%	-0.2%	-2.0%	33.1%	-15.7%	4.6%	-17.2%	Dec '21
Duke Energy (Utilities)	116.26	-0.6%	1.5%	-0.2%	1.1%	8.7%	20.4%	15.6%	9.9%	25.5%	78.8%	29.2%	51.2%	-5.4%	Apr '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	15.56	p	EOD	0.7%	2.2%	2.7%	4.0%	7.0%	4.7%	4.3%	17.1%	11.3%	3.3%	23.7%	New Peak	Jun '25
Moderate-60% Stock	60.73		-0.2%	1.1%	3.2%	4.4%	5.3%	10.4%	10.7%	6.4%	34.6%	46.6%	14.8%	45.7%	-0.2%	Jun '25
Mod Agg-80% Stock	47.57	p	EOD	1.5%	3.7%	5.7%	6.2%	12.5%	13.1%	7.7%	43.4%	64.6%	19.5%	57.0%	New Peak	Jun '25
Aggressive-90% Stock	28.44	p	EOD	1.8%	4.1%	5.8%	5.7%	11.6%	12.6%	7.6%	43.4%	68.5%	17.1%	56.4%	New Peak	Jun '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	107400.13	1.3%	2.4%	-1.5%	22.8%	8.2%	73.8%	121.1%	15.0%	399.5%	1059.2%	131.2%	460.6%	-3.8%	May '25
Ethereum	2417.37	-1.3%	-4.2%	-5.3%	16.9%	-30.8%	-28.8%	46.1%	-27.5%	94.4%	937.7%	-35.7%	86.7%	-49.8%	Nov '21
BNB	645.71	0.3%	0.1%	-3.6%	2.5%	-8.1%	11.7%	124.4%	-7.9%	169.4%	3955.3%	26.1%	138.3%	-13.9%	Dec '24
Solana	143.39	-1.8%	-2.0%	-18.4%	-0.3%	-27.4%	5.0%	86.5%	-24.2%	238.7%	20005.0%	-15.8%	360.1%	-45.2%	Jan '25
Bitcoin ETF	61.03	1.6%	3.5%	-1.3%	21.7%	8.5%	72.9%	-	15.1%	-	-	-	-	-3.5%	May '25
Grayscale Bitcoin (hi fee)	84.61	1.6%	3.5%	-1.3%	21.4%	7.9%	53.8%	113.8%	14.3%	510.9%	734.4%	146.9%	654.8%	-3.5%	May '25
Bloomberg Commodities	20.77	-0.5%	-4.6%	-0.2%	-2.0%	6.1%	5.4%	5.5%	5.2%	-4.2%	81.0%	16.1%	0.7%	-15.4%	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	4.84	0.3%	-1.1%	-3.8%	4.0%	1.6%	10.8%	19.1%	1.2%	48.7%	241.5%	140.2%	24.7%	-68.2%	Oct '81
10yr Treasury rate	4.30	0.12%	-2.3%	-4.7%	-0.2%	-6.4%	1.4%	18.3%	-6.0%	37.5%	537.7%	164.0%	10.1%	-72.9%	Sep '81
5yr Treasury rate	3.85	-0.05%	-3.5%	-5.5%	-5.0%	-13.2%	-9.6%	14.1%	-12.0%	21.4%	1078.6%	182.3%	-6.3%	-76.3%	Sep '81
13-week T-bill	4.19	0.1%	-0.8%	-1.0%	0.1%	-0.3%	-19.8%	-18.8%	-0.5%	162.1%	3121.5%	7801.9%	18.5%	-75.6%	Dec '80
Crude Oil	65.03	1.0%	-13.5%	4.7%	-5.8%	-7.2%	-19.5%	0.1%	-9.3%	-39.6%	67.9%	-14.5%	-25.5%	-55.2%	Jul '08
Gold	3343.60	0.8%	-1.4%	-0.1%	10.6%	27.6%	44.3%	27.5%	27.2%	83.1%	89.8%	85.8%	100.2%	-3.6%	Jun '25
EUR/USD	1.17	0.4%	1.6%	2.5%	7.9%	12.1%	8.9%	-6.0%	12.1%	10.9%	3.9%	2.5%	20.1%	-27.1%	Apr '08
USD/JPY	145.17	0.2%	0.1%	1.6%	-3.7%	-7.6%	-9.1%	11.0%	-7.5%	7.7%	35.5%	26.1%	-1.1%	-10.2%	Jul '24
S&P 500 Volatility Index	17.20	-1.6%	-14.6%	-22.8%	0.3%	20.5%	34.0%	39.4%	-0.9%	-36.8%	-46.6%	3.6%	-48.8%	-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	50.71		-0.01%	0.3%	0.9%	1.5%	3.3%	6.8%	6.5%	3.1%	18.1%	17.3%	13.9%	19.0%	New Peak	Jun '25
Interm Muni- JPMorgan	49.49		-0.07%	0.1%	0.6%	-0.2%	0.3%	1.3%	1.9%	0.1%	9.5%	4.9%	0.1%	11.1%	-1.4%	Feb '25
Interm Bond- Janus MSB	44.86		0.1%	0.8%	2.2%	1.0%	3.9%	5.3%	1.5%	3.7%	8.2%	-0.5%	-1.7%	14.3%	-2.7%	Aug '21
Interm Bond- Vanguard	76.94		-0.01%	0.7%	1.9%	2.1%	4.9%	6.2%	1.6%	4.7%	10.2%	-2.6%	-1.5%	15.7%	-4.5%	Aug '20
Multisector Bond- Intrepid	8.99	p	EOD	0.4%	1.4%	1.3%	3.3%	8.7%	10.4%	3.0%	26.1%	49.4%	22.1%	28.4%	New Peak	Jun '25
Int’l Bond- JPMorgan	48.49		-0.10%	0.6%	1.7%	2.6%	4.3%	7.4%	3.5%	4.7%	21.6%	17.4%	10.1%	23.6%	-0.1%	Jun '25
Long Bond- Vanguard	74.94		-0.3%	0.5%	4.0%	0.4%	2.0%	2.2%	-1.9%	2.5%	6.7%	-12.1%	-15.4%	19.4%	-18.9%	Sep '21
Long CA Muni- PIMCO	9.16	p	EOD	0.1%	0.7%	-0.9%	-0.4%	0.5%	2.9%	-0.9%	11.1%	5.7%	-1.2%	13.5%	-2.7%	Dec '24
Long Muni- iShares	55.58		-0.10%	0.2%	0.5%	-0.6%	-1.2%	0.1%	1.6%	-1.8%	6.5%	-0.5%	-3.2%	8.0%	-3.6%	Aug '21

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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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Dec '24

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