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S&P 500

Return

75.3%

[

12.7%

annualized]

Dec 31 2020 - Sep 12 2025

New Peak

DJIA (Large Value)

Return

49.8%

[

9.0%

annualized]

Dec 31 2020 - Sep 12 2025

-0.6%

Below
Peak
Sep '25

Russell 2000 (Small Cap)

Return

21.4%

[

4.2%

annualized]

Dec 31 2020 - Sep 12 2025

-1.9%

Below
Peak
Nov '21

Performance Range:

As of Sep 14 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	6584.29	p	EOD	1.4%	2.1%	10.2%	16.8%	17.0%	23.3%	11.9%	68.8%	93.6%	37.3%	84.1%	New Peak	Sep '25
DJIA (Large Value)	45834.22	p	EOD	0.7%	2.0%	8.6%	10.5%	10.7%	12.9%	7.7%	48.0%	63.7%	25.3%	56.9%	-0.6%	Sep '25
Russell 2000 (Small Cap)	2397.06	p	EOD	0.1%	4.8%	14.1%	17.3%	9.8%	10.0%	7.5%	31.3%	55.8%	5.5%	42.0%	-1.9%	Nov '21
NASDAQ Comp (Tech/Growth)	22141.10	p	EOD	1.6%	2.4%	14.1%	24.7%	25.2%	28.6%	14.7%	91.7%	97.9%	39.8%	112.5%	New Peak	Sep '25
Aggregate Bond	100.54	p	EOD	0.1%	2.0%	3.7%	4.3%	2.7%	1.3%	6.5%	12.8%	-2.2%	-0.2%	16.6%	-2.6%	Dec '20
Corp Bond	112.01	p	EOD	0.4%	2.4%	5.1%	6.2%	3.4%	0.9%	8.1%	18.6%	-1.5%	-1.1%	25.4%	-4.0%	Sep '21
High Yield Bond	80.96	p	EOD	0.1%	1.1%	3.5%	5.7%	7.7%	8.0%	7.0%	30.6%	24.9%	14.7%	34.3%	-0.1%	Sep '25
Preferred	31.98	p	EOD	0.3%	2.4%	7.7%	6.2%	3.4%	7.2%	6.3%	18.8%	16.4%	2.6%	26.0%	-0.2%	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	91.68	p	EOD	-0.4%	1.8%	5.5%	7.7%	0.9%	0.1%	10.0%	31.6%	52.6%	10.1%	41.3%	-4.7%	Oct '24
Consumer Discretionary/Cyclical	238.63	p	EOD	1.1%	4.2%	12.9%	21.9%	25.1%	26.5%	6.9%	53.9%	67.0%	17.0%	75.9%	New Peak	Sep '25
Financial Services	53.80	p	EOD	1.3%	2.6%	8.1%	11.7%	22.7%	30.6%	12.1%	70.0%	138.3%	44.8%	86.3%	-0.5%	Sep '25
Real Estate	92.81	p	EOD	1.0%	3.5%	4.3%	5.0%	-2.3%	4.8%	6.3%	16.7%	35.0%	-7.4%	35.9%	-8.1%	Dec '21
Communication Services	117.35	p	EOD	2.2%	5.3%	14.7%	22.2%	36.6%	34.7%	21.9%	129.5%	101.2%	55.4%	153.4%	New Peak	Sep '25
Energy	88.60	p	EOD	1.7%	3.6%	1.4%	0.3%	6.9%	5.6%	5.1%	22.9%	232.2%	75.7%	21.6%	-6.7%	Nov '24
Industrials	151.58	p	EOD	0.2%	0.8%	6.6%	16.3%	17.8%	17.3%	15.7%	74.6%	108.0%	52.7%	86.7%	-2.2%	Jul '25
Technology	270.88	p	EOD	2.3%	1.9%	13.4%	27.0%	23.7%	21.6%	16.9%	114.4%	142.3%	58.8%	137.5%	-0.1%	Sep '25
Consumer Staples/Defensive	80.32	p	EOD	-0.3%	-2.1%	-0.1%	2.3%	-1.9%	12.2%	3.4%	22.2%	40.9%	14.2%	27.7%	-3.5%	Aug '25
Healthcare	138.11	p	EOD	0.2%	1.4%	1.9%	-3.9%	-10.1%	2.5%	1.3%	13.5%	40.7%	4.8%	18.5%	-10.7%	Sep '24
Utilities	85.50	p	EOD	3.5%	-0.1%	5.7%	9.9%	12.1%	23.3%	14.6%	25.5%	66.0%	34.3%	51.5%	-2.1%	Aug '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	136.35	p	EOD	1.2%	2.2%	9.6%	17.0%	19.3%	17.4%	16.9%	69.5%	82.8%	36.3%	85.3%	-0.1%	Sep '25
MSCI Emerging Markets	52.26	p	EOD	2.7%	4.6%	12.0%	18.4%	25.3%	6.5%	26.2%	47.7%	29.7%	15.5%	62.7%	-0.1%	Feb '21
FTSE Europe	79.36	p	EOD	0.3%	0.5%	4.3%	11.6%	17.5%	1.9%	27.4%	71.5%	71.6%	29.8%	90.2%	-1.0%	Aug '25
MSCI Japan	80.76	p	EOD	-0.2%	0.8%	10.6%	15.7%	18.3%	7.0%	21.3%	65.0%	48.9%	28.4%	74.9%	-0.7%	Sep '25
MSCI India	53.15	p	EOD	0.5%	0.8%	-1.6%	8.7%	-7.5%	8.6%	1.0%	23.0%	66.2%	15.1%	32.3%	-9.6%	Sep '24
MSCI China	63.95	p	EOD	2.6%	7.2%	17.9%	12.6%	60.9%	17.7%	37.8%	47.3%	-5.1%	11.2%	70.8%	-27.5%	Feb '21
International Bond	49.41	p	EOD	-0.1%	0.8%	0.8%	3.3%	2.6%	3.6%	2.5%	13.1%	-0.3%	1.0%	17.0%	-1.7%	Dec '20
iShares Latin America	27.94	p	EOD	1.9%	7.0%	10.5%	20.2%	15.0%	-23.1%	36.8%	40.7%	72.7%	54.8%	39.0%	-0.1%	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	604.44	p	EOD	1.3%	2.2%	10.5%	17.6%	18.5%	25.0%	12.9%	76.2%	108.3%	45.0%	92.1%	New Peak	Sep '25
US Large Growth	460.14	p	EOD	1.8%	2.5%	13.6%	24.9%	26.0%	33.1%	14.8%	104.6%	118.5%	53.0%	124.7%	New Peak	Sep '25
US Large Value	202.63	p	EOD	0.6%	2.2%	7.2%	9.8%	10.9%	14.2%	10.4%	44.3%	84.4%	29.0%	56.6%	-0.6%	Sep '25

US MidCap Blend	291.80	p	EOD	0.6%	2.1%	8.1%	14.3%	15.3%	15.3%	11.4%	47.3%	77.5%	21.8%	62.4%	-0.6%	Sep '25
US MidCap Growth	291.46	p	EOD	0.5%	2.3%	8.0%	20.0%	24.4%	16.4%	15.2%	58.6%	69.1%	19.0%	75.6%	-0.8%	Sep '25
US MidCap Value	173.45	p	EOD	0.6%	1.9%	7.9%	10.0%	8.1%	14.0%	8.5%	38.0%	86.4%	25.0%	51.2%	-0.6%	Sep '25

US Small Blend	255.41	p	EOD	-0.2%	3.8%	11.6%	15.0%	12.3%	14.2%	7.1%	41.7%	76.0%	18.5%	53.7%	-1.3%	Nov '24
US Small Growth	312.87	p	EOD	0.3%	4.5%	13.9%	20.1%	13.8%	15.0%	9.0%	42.0%	45.0%	8.2%	53.6%	-4.3%	Feb '21
US Small Value	175.55	p	EOD	-0.2%	5.4%	14.9%	15.8%	8.4%	7.6%	7.8%	30.7%	86.2%	11.9%	41.0%	-2.0%	Nov '24

Foreign Large Blend	92.99	p	EOD	0.3%	0.9%	6.0%	13.0%	17.6%	3.5%	25.1%	66.2%	64.3%	30.4%	81.3%	-0.4%	Sep '25
Foreign Growth	113.26	p	EOD	0.2%	1.1%	3.6%	10.3%	10.1%	1.5%	18.1%	50.6%	33.5%	8.1%	63.9%	-0.5%	Sep '25
Foreign Value	67.82	p	EOD	0.3%	0.5%	8.5%	16.1%	25.2%	5.4%	32.1%	82.0%	97.3%	55.4%	99.4%	-0.9%	Aug '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	24.17	p	EOD	0.0%	0.2%	1.6%	3.6%	6.3%	8.3%	3.6%	27.8%	34.3%	25.3%	31.1%	-0.2%	Aug '25
Ultra Short- Janus AAA CLO	50.65	p	EOD	0.0%	-0.2%	0.9%	2.5%	5.1%	7.4%	3.0%	21.3%	-	20.1%	22.3%	-0.3%	Aug '25
Bank Loan- Invesco	20.98	p	EOD	0.1%	0.7%	2.2%	4.5%	7.3%	8.2%	4.4%	28.2%	29.4%	24.0%	30.2%	New Peak	Sep '25
Interval CEF- Cliffwater	10.73	p	EOD	0.1%	0.6%	2.2%	4.4%	9.6%	12.6%	6.3%	31.4%	57.6%	37.6%	34.1%	New Peak	Sep '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	51.62	p	EOD	1.0%	1.6%	10.7%	18.1%	17.0%	27.9%	13.1%	86.5%	164.7%	79.2%	98.0%	-0.3%	Sep '25
Int’l Min Volatility- Franklin	34.53	p	EOD	0.3%	-0.2%	5.5%	8.8%	17.6%	15.9%	15.5%	64.2%	106.4%	62.1%	74.0%	-1.9%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.43	p	EOD	-0.5%	2.0%	9.0%	12.3%	9.5%	34.6%	2.6%	87.5%	184.3%	85.7%	90.9%	-6.2%	Nov '24
Small Value- Avantis	100.14	p	EOD	-0.7%	5.2%	12.8%	16.1%	9.4%	9.3%	4.6%	46.0%	144.3%	31.8%	51.2%	-4.7%	Nov '24
Mid Value- Pacer Cash Cows	57.22	p	EOD	-0.5%	0.7%	4.4%	5.2%	3.0%	10.6%	2.0%	36.3%	116.9%	29.4%	40.0%	-5.7%	Nov '24
Growth- S&P Momentum	120.48	p	EOD	2.3%	2.7%	13.7%	28.9%	36.2%	45.8%	27.3%	133.0%	156.9%	95.4%	140.1%	New Peak	Sep '25
Invesco S&P Quality	72.49	p	EOD	0.1%	0.6%	4.0%	9.8%	9.8%	25.4%	8.7%	75.8%	98.4%	42.9%	88.3%	-0.6%	Aug '25
Rotation Factor- BlackRock	58.36	p	EOD	1.4%	2.6%	11.9%	19.6%	21.7%	30.3%	14.7%	102.7%	128.6%	61.5%	118.8%	New Peak	Sep '25
US Min Volatility- Fidelity	65.65	p	EOD	0.6%	2.1%	6.9%	10.0%	9.9%	16.1%	9.2%	52.5%	75.8%	32.9%	62.1%	-0.3%	Sep '25
Derivative Income- JPMorgan	56.90	p	EOD	0.2%	0.4%	2.9%	3.9%	4.4%	12.6%	4.0%	34.2%	62.5%	24.6%	42.2%	-0.8%	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	p	EOD	0.1%	0.1%	3.7%	5.3%	14.7%	12.1%	7.3%	30.5%	36.6%	30.5%	30.0%	-0.9%	Aug '25
Multistrategy- AQR	13.83	p	EOD	1.5%	2.7%	4.5%	6.6%	15.0%	13.3%	12.3%	44.3%	80.4%	58.6%	41.7%	-0.1%	Sep '25
Long Short- AQR	19.65	p	EOD	1.2%	2.9%	6.1%	14.2%	32.5%	30.5%	22.7%	123.4%	207.0%	135.7%	124.8%	-0.6%	Sep '25
Mkt Neutral- BlackRock	14.62	p	EOD	1.0%	4.1%	4.9%	10.9%	19.5%	21.4%	13.9%	66.1%	61.4%	62.8%	63.3%	-0.5%	Sep '25
Multi Strategy- Variant	26.86	p	EOD	0.1%	0.4%	1.7%	3.1%	7.1%	5.1%	4.5%	21.3%	45.8%	26.6%	22.3%	New Peak	Sep '25
Long Short- First Trust	68.76	p	EOD	1.0%	1.9%	6.0%	7.8%	11.4%	18.8%	5.1%	47.6%	69.7%	38.4%	53.0%	New Peak	Sep '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)	240.80	p	EOD	2.9%	18.2%	38.0%	45.8%	53.6%	36.0%	27.6%	135.6%	215.9%	67.2%	148.5%	New Peak	Sep '25
Meta (Communications)	755.59	p	EOD	0.4%	-3.8%	10.7%	24.5%	44.5%	66.0%	29.3%	408.0%	178.9%	124.4%	495.9%	-4.4%	Aug '25
Amazon (Cyclical)	228.15	p	EOD	-3.3%	-1.2%	7.6%	15.3%	22.3%	44.4%	4.0%	80.7%	44.6%	33.9%	102.1%	-5.7%	Feb '25
Tesla (Cyclical)	395.94	p	EOD	14.3%	19.8%	21.7%	58.4%	71.9%	62.5%	-2.0%	30.4%	164.1%	-1.0%	82.3%	-17.5%	Dec '24
Procter & Gamble (Defensive)	157.90	p	EOD	-0.7%	2.3%	-0.8%	-4.8%	-7.0%	17.3%	-4.0%	23.9%	28.9%	6.4%	36.9%	-10.4%	Dec '24
PepsiCo (Defensive)	143.53	p	EOD	1.3%	-3.6%	10.8%	-1.4%	-15.9%	-7.6%	-2.8%	-4.8%	23.2%	-6.8%	-6.8%	-20.5%	May '23
Coca-Cola (Defensive)	67.01	p	EOD	-0.6%	-4.2%	-5.6%	-2.4%	-4.1%	8.9%	9.2%	22.3%	51.5%	25.5%	32.0%	-8.7%	Apr '25
Exxon Mobil (Energy)	112.16	p	EOD	2.1%	5.3%	1.0%	2.1%	4.6%	11.3%	7.2%	31.0%	284.1%	101.7%	26.2%	-7.3%	Oct '24
Chevron (Energy)	157.11	p	EOD	2.0%	1.5%	8.9%	2.4%	16.8%	1.3%	12.2%	10.6%	155.4%	53.1%	12.7%	-6.1%	Jan '23
JPMorgan Chase (Financial)	306.91	p	EOD	4.8%	5.7%	16.4%	33.5%	53.6%	44.3%	30.1%	181.5%	253.5%	109.8%	217.4%	New Peak	Sep '25
Visa (Financial)	339.43	p	EOD	-0.8%	-1.5%	-3.6%	2.6%	19.0%	22.3%	7.9%	77.8%	71.3%	57.7%	94.8%	-8.9%	Jun '25
Mastercard (Financial)	580.41	p	EOD	-1.1%	-0.2%	3.4%	10.3%	18.3%	24.2%	10.7%	86.4%	76.0%	60.0%	108.2%	-3.1%	Aug '25
Bank of America (Financial)	50.58	p	EOD	2.3%	8.4%	15.4%	25.1%	33.9%	33.9%	17.1%	58.7%	126.0%	20.6%	83.4%	-0.3%	Sep '25
UnitedHealth (Health)	352.51	p	EOD	10.1%	16.0%	13.2%	-27.3%	-39.6%	-2.4%	-29.5%	-29.5%	23.3%	-25.9%	-26.3%	-42.8%	Nov '24
Johnson & Johnson (Health)	178.06	p	EOD	0.0%	1.5%	14.2%	11.1%	11.1%	-4.8%	26.1%	18.2%	37.9%	16.0%	19.9%	-0.4%	Sep '25
Eli Lilly (Health)	755.39	p	EOD	2.3%	7.7%	-7.6%	-6.7%	-17.6%	33.3%	-1.6%	150.3%	432.3%	188.1%	138.6%	-20.7%	Aug '24
Union Pacific (Industrials)	214.91	p	EOD	-1.1%	-2.1%	-3.2%	-8.4%	-11.7%	-5.1%	-4.1%	5.6%	18.6%	-5.4%	20.1%	-15.7%	Mar '22
Honeywell (Industrials)	211.46	p	EOD	-1.5%	-2.4%	-5.2%	2.0%	5.7%	10.0%	-4.9%	27.4%	39.0%	10.7%	30.4%	-11.6%	Jul '25
Nvidia (IT)	177.82	p	EOD	5.7%	-1.5%	25.3%	46.2%	49.3%	171.2%	32.4%	1277.0%	1273.0%	491.5%	1448.1%	-2.9%	Aug '25
Broadcom (IT)	359.87	p	EOD	4.1%	17.5%	45.0%	85.0%	117.0%	110.5%	56.1%	662.4%	1005.6%	483.6%	778.3%	-2.6%	Sep '25
Adobe (IT)	349.36	p	EOD	-2.6%	-1.5%	-10.8%	-11.5%	-34.9%	-25.5%	-21.4%	13.0%	-29.8%	-38.1%	22.1%	-49.2%	Nov '21
Oracle (IT)	292.18	p	EOD	22.5%	17.7%	36.0%	96.9%	82.2%	60.0%	76.8%	333.2%	415.2%	250.4%	374.6%	-11.0%	Sep '25
salesforce.com (IT)	242.76	p	EOD	-3.8%	0.1%	-5.9%	-12.8%	-4.1%	27.8%	-27.2%	58.2%	-2.7%	-4.1%	72.1%	-33.7%	Dec '24
Linde PLC (Materials)	482.04	p	EOD	1.6%	0.4%	3.4%	6.2%	3.8%	3.2%	15.9%	76.6%	105.4%	49.3%	84.0%	-0.3%	Sep '25
Sherwin-Williams (Materials)	360.10	p	EOD	-4.0%	-1.2%	7.4%	5.8%	-3.3%	9.9%	6.6%	65.3%	57.6%	9.9%	83.6%	-9.3%	Nov '24
American Tower (Real Estate)	195.08	p	EOD	0.7%	-5.4%	-9.2%	-6.0%	-15.5%	-12.2%	8.1%	-12.2%	-15.0%	-24.1%	16.2%	-27.7%	Sep '21
Prologis Inc. (Real Estate)	115.35	p	EOD	1.6%	8.2%	8.5%	5.0%	-8.1%	-18.1%	11.2%	8.0%	28.5%	-22.4%	25.0%	-26.4%	Apr '22
NextEra Energy (Utilities)	71.64	p	EOD	2.7%	-5.0%	-4.2%	-1.8%	-13.4%	21.5%	1.6%	-10.0%	9.1%	-14.1%	6.4%	-15.7%	Dec '21
Duke Energy (Utilities)	121.95	p	EOD	1.5%	-0.4%	5.3%	3.3%	7.8%	15.6%	16.3%	29.4%	75.9%	36.7%	60.0%	-2.3%	Aug '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	15.95	p	EOD	0.3%	1.7%	4.3%	6.6%	6.1%	4.7%	7.8%	22.5%	11.9%	6.7%	27.8%	-0.1%	Sep '25
Moderate-60% Stock	63.87	p	EOD	0.6%	2.0%	7.2%	11.9%	12.6%	10.7%	12.8%	44.8%	45.5%	21.7%	54.4%	-0.2%	Sep '25
Mod Agg-80% Stock	50.40	p	EOD	0.9%	2.2%	8.4%	14.7%	16.1%	13.1%	15.2%	55.3%	62.6%	27.7%	67.8%	-0.2%	Sep '25
Aggressive-90% Stock	30.55	p	EOD	1.1%	2.1%	9.4%	15.6%	16.5%	12.6%	15.6%	55.0%	66.2%	25.8%	68.0%	-0.1%	Sep '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	115448.95		-0.4%	3.0%	-1.7%	8.8%	37.5%	90.6%	121.9%	23.6%	486.0%	969.3%	148.5%	502.6%	-6.4%	Aug '25
Ethereum	4620.49		-1.0%	7.3%	4.1%	79.1%	142.0%	89.2%	44.8%	38.6%	214.0%	1166.4%	22.8%	256.8%	-4.4%	Aug '25
BNB	929.89		-0.4%	5.9%	12.4%	41.9%	58.4%	66.9%	123.3%	32.7%	243.4%	3318.4%	81.6%	243.2%	-0.4%	Sep '25
Solana	242.22		-0.2%	13.1%	30.4%	63.0%	81.7%	74.1%	78.0%	28.0%	632.9%	8141.3%	42.2%	677.2%	-7.5%	Jan '25
Bitcoin ETF	66.38	p	EOD	4.2%	-0.1%	11.1%	37.9%	95.0%	-	25.1%	-	-	-	-	-5.0%	Aug '25
Grayscale Bitcoin (hi fee)	91.75	p	EOD	4.2%	-0.2%	10.8%	37.0%	92.6%	136.7%	24.0%	739.4%	749.9%	196.4%	806.0%	-5.0%	Aug '25
Bloomberg Commodities	21.24	p	EOD	0.4%	3.5%	-0.7%	0.7%	12.0%	5.5%	7.5%	0.6%	64.1%	18.7%	2.9%	-13.5%	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	4.68	p	EOD	-0.2%	-5.0%	-4.8%	1.4%	17.7%	19.1%	-2.2%	34.5%	226.7%	132.1%	20.5%	-8.3%	Oct '23
10yr Treasury rate	4.06	p	EOD	0.4%	-6.2%	-8.2%	-5.7%	11.3%	18.3%	-11.2%	17.4%	498.1%	149.4%	4.1%	-18.6%	Oct '23
5yr Treasury rate	3.63	p	EOD	1.5%	-5.7%	-9.9%	-11.2%	5.9%	14.1%	-17.2%	-1.3%	1247.6%	165.6%	-11.8%	-26.9%	Oct '23
13-week T-bill	3.93	p	EOD	0.0%	-4.5%	-7.4%	-6.2%	-17.5%	-18.8%	-6.7%	26.9%	3828.0%	7311.3%	11.2%	-26.6%	Oct '23
Crude Oil	63.01		0.5%	1.2%	0.3%	-13.7%	-6.2%	-8.2%	0.1%	-12.1%	-26.0%	64.6%	-17.2%	-27.8%	-49.1%	Mar '22
Gold	3680.90		0.2%	1.2%	10.3%	7.3%	22.9%	42.6%	27.5%	40.0%	121.0%	88.2%	104.6%	120.4%	New Peak	Sep '25
EUR/USD	1.17		0.01%	-0.3%	-	1.5%	8.1%	5.9%	-6.0%	12.7%	17.5%	-1.0%	3.1%	20.8%	-4.9%	Jan '21
USD/JPY	147.52		-0.12%	0.1%	-	2.4%	-0.3%	4.8%	11.0%	-6.0%	2.9%	40.0%	28.1%	0.5%	-8.7%	Jul '24
S&P 500 Volatility Index	14.76	p	EOD	-2.3%	-2.2%	-29.1%	-32.2%	-10.9%	39.4%	-14.9%	-43.8%	-42.3%	-11.1%	-56.0%	-71.8%	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	50.93	p	EOD	0.0%	0.3%	1.6%	2.9%	4.7%	6.5%	4.3%	19.7%	17.1%	15.3%	20.4%	-0.1%	Sep '25
Interm Muni- JPMorgan	50.41	p	EOD	0.6%	2.0%	2.6%	2.1%	1.7%	1.9%	2.6%	12.4%	6.0%	2.6%	13.9%	New Peak	Sep '25
Interm Bond- Janus MSB	45.76	p	EOD	0.1%	1.9%	3.9%	4.1%	2.5%	1.5%	6.7%	12.8%	1.8%	1.1%	17.5%	New Peak	Sep '25
Interm Bond- Vanguard	78.42	p	EOD	0.0%	1.5%	3.6%	5.1%	3.3%	1.6%	7.4%	14.9%	-1.5%	1.1%	18.7%	-2.0%	Dec '20
Multisector Bond- Intrepid	9.12	p	EOD	0.1%	0.7%	3.2%	4.5%	8.7%	10.4%	5.8%	30.3%	48.0%	25.5%	31.9%	-0.1%	Aug '25
Int’l Bond- JPMorgan	48.99	p	EOD	0.2%	0.5%	2.5%	4.7%	5.6%	3.5%	6.6%	21.5%	16.5%	12.0%	25.9%	-0.1%	Sep '25
Long Bond- Vanguard	78.16	p	EOD	0.7%	3.1%	6.2%	6.0%	0.7%	-1.9%	8.0%	15.9%	-10.7%	-10.9%	25.8%	-14.5%	Sep '21
Long CA Muni- PIMCO	9.38	p	EOD	1.0%	2.6%	3.2%	2.0%	1.3%	2.9%	2.2%	15.2%	7.5%	1.8%	17.0%	New Peak	Sep '25
Long Muni- iShares	56.90	p	EOD	0.6%	2.2%	3.2%	1.9%	0.8%	1.6%	1.1%	10.4%	1.7%	-0.3%	11.3%	-0.6%	Aug '21

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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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