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S&P 500 (Large Cap)

Return

46.0%

[

9.2%

annualized]

Dec 31 2020 - Apr 24 2025

-10.7%

Below
Peak
Feb '25

DJIA (Large Value)

Return

31.0%

[

6.5%

annualized]

Dec 31 2020 - Apr 24 2025

-10.9%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

-0.9%

[

-0.2%

annualized]

Dec 31 2020 - Apr 24 2025

-19.9%

Below
Peak
Nov '21

Performance Range:

As of Apr 24 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)	5484.77	2.0%	3.8%	-5.1%	-10.1%	-5.6%	8.6%	23.3%	-6.7%	27.7%	93.3%	14.3%	53.3%	-10.7%	Feb '25
DJIA (Large Value)	40093.40	1.2%	2.4%	-5.9%	-9.7%	-4.8%	5.3%	12.9%	-5.8%	17.8%	68.6%	9.6%	37.3%	-10.9%	Dec '24
Russell 2000 (Small Cap)	1957.59	2.0%	4.1%	-6.6%	-15.2%	-11.3%	-1.2%	10.0%	-12.2%	0.2%	58.8%	-13.9%	16.0%	-19.9%	Nov '21
NASDAQ Comp (Tech/Growth)	17166.04	2.7%	5.4%	-6.1%	-14.0%	-7.3%	10.0%	28.6%	-11.1%	32.0%	98.8%	8.4%	64.8%	-14.9%	Dec '24
Aggregate Bond	98.24	0.6%	0.4%	0.1%	2.3%	1.6%	6.9%	1.0%	2.4%	4.1%	-4.6%	-4.3%	11.7%	-7.1%	Aug '20
Muni ~7yrs	103.89	0.4%	0.3%	-1.1%	-1.5%	-1.4%	0.9%	1.3%	-1.7%	5.5%	4.7%	-2.6%	7.7%	-3.3%	Dec '24
Corp Bond	107.42	1.0%	0.6%	-0.5%	1.4%	0.4%	7.2%	0.9%	1.7%	5.8%	-1.9%	-6.9%	18.0%	-9.7%	Sep '21
High Yield Bond	78.70	0.9%	1.2%	-0.4%	0.1%	2.2%	8.8%	7.4%	1.5%	16.5%	30.0%	8.3%	26.8%	-0.8%	Feb '25
Preferred	30.19	0.9%	2.2%	-3.1%	-4.3%	-5.5%	3.4%	7.2%	-2.4%	5.3%	17.0%	-6.5%	14.8%	-7.1%	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	83.24	2.2%	3.1%	-3.8%	-6.0%	-10.5%	-4.6%	0.1%	-0.6%	3.7%	84.4%	-0.5%	27.7%	-13.9%	Oct '24
Consumer Discretionary/Cyclical	194.11	2.0%	4.7%	-5.7%	-15.4%	-2.9%	12.3%	26.5%	-13.2%	12.6%	80.1%	-5.1%	42.8%	-18.6%	Dec '24
Financial Services	48.25	1.1%	3.4%	-4.3%	-4.8%	4.3%	19.9%	30.6%	0.2%	40.7%	143.7%	29.4%	66.5%	-7.2%	Feb '25
Real Estate	87.16	0.4%	0.4%	-2.8%	-2.9%	-7.1%	13.3%	4.8%	-1.2%	-9.9%	45.0%	-13.9%	26.4%	-14.5%	Dec '21
Communication Services	93.77	2.0%	3.9%	-6.2%	-6.3%	3.8%	21.6%	34.7%	-2.9%	55.5%	101.7%	23.9%	102.0%	-10.7%	Feb '25
Energy	82.54	1.6%	1.3%	-11.5%	-8.9%	-6.6%	-11.8%	5.6%	-2.9%	24.9%	193.0%	62.4%	12.4%	-13.8%	Nov '24
Industrials	129.02	2.2%	3.0%	-4.1%	-8.3%	-3.9%	6.9%	17.3%	-1.8%	37.7%	126.6%	29.6%	58.4%	-9.7%	Nov '24
Technology	205.43	3.7%	6.5%	-5.9%	-14.0%	-10.5%	4.7%	21.6%	-11.5%	45.1%	141.7%	20.2%	79.8%	-15.0%	Feb '25
Consumer Staples/Defensive	81.05	-0.9%	-1.0%	3.0%	4.6%	1.3%	9.8%	12.2%	3.7%	10.3%	57.5%	14.4%	28.0%	-2.5%	Feb '25
Healthcare	137.39	1.2%	1.4%	-5.4%	-4.4%	-6.8%	-0.2%	2.5%	0.3%	7.2%	48.2%	3.7%	17.3%	-11.6%	Sep '24
Utilities	78.45	0.2%	0.9%	2.0%	-0.6%	-0.9%	20.8%	23.3%	4.4%	16.9%	57.3%	22.4%	38.0%	-3.9%	Nov '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	115.51	1.8%	3.7%	-3.6%	-5.4%	-1.9%	10.4%	17.4%	-1.7%	28.9%	88.4%	14.6%	55.8%	-6.9%	Feb '25
MSCI Emerging Markets	43.53	1.2%	3.8%	-2.5%	1.4%	-1.9%	9.5%	6.5%	4.1%	11.4%	36.4%	-4.8%	34.2%	-17.6%	Feb '21
FTSE Europe	72.06	1.3%	3.0%	-0.1%	7.7%	7.4%	13.0%	1.9%	14.0%	32.9%	89.2%	16.2%	70.2%	-1.6%	Mar '25
MSCI Japan	70.28	1.2%	3.2%	-2.0%	2.6%	6.2%	8.0%	7.0%	4.7%	29.8%	50.8%	10.8%	51.0%	-2.2%	Sep '24
MSCI India	53.74	1.1%	2.8%	3.3%	6.0%	-1.1%	3.5%	8.6%	2.1%	22.7%	125.0%	16.4%	33.8%	-8.6%	Sep '24
MSCI China	51.97	0.6%	5.4%	-5.5%	9.7%	6.2%	28.0%	17.7%	10.9%	18.1%	-3.9%	-10.5%	37.4%	-41.7%	Feb '21
International Bond	49.45	0.4%	0.4%	1.9%	1.8%	2.0%	6.8%	3.6%	1.4%	7.1%	0.9%	0.0%	15.8%	-2.7%	Dec '20
iShares Latin America	24.74	1.6%	5.5%	2.0%	10.2%	2.2%	-3.0%	-23.1%	18.3%	15.4%	101.6%	33.9%	20.3%	-22.6%	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	502.41	2.1%	3.8%	-5.0%	-9.8%	-5.0%	10.1%	25.0%	-6.4%	33.6%	108.5%	20.1%	59.2%	-10.6%	Feb '25
US Large Growth	359.37	2.8%	5.2%	-5.5%	-13.4%	-5.9%	12.1%	33.1%	-10.4%	43.7%	120.7%	19.4%	75.3%	-14.0%	Dec '24
US Large Value	180.81	1.3%	2.5%	-4.5%	-6.3%	-3.6%	6.4%	14.2%	-1.9%	18.7%	86.9%	14.6%	39.1%	-8.6%	Nov '24

US MidCap Blend	254.05	1.9%	3.4%	-3.6%	-8.0%	-3.4%	7.3%	14.9%	-3.4%	16.7%	87.8%	5.2%	40.4%	-10.0%	Nov '24
US MidCap Growth	245.13	2.3%	4.5%	-3.4%	-9.9%	-0.7%	9.7%	16.4%	-3.2%	21.1%	77.4%	-0.1%	47.5%	-11.3%	Feb '25
US MidCap Value	155.32	1.4%	2.6%	-3.8%	-6.2%	-5.7%	5.8%	14.0%	-3.4%	13.3%	98.1%	11.4%	34.7%	-10.7%	Nov '24

US Small Blend	215.30	2.3%	4.0%	-6.1%	-14.2%	-8.2%	1.4%	14.2%	-10.0%	11.0%	86.0%	-0.5%	29.2%	-17.1%	Nov '24
US Small Growth	251.66	2.3%	4.5%	-6.6%	-16.2%	-10.6%	1.6%	15.0%	-12.4%	8.3%	49.1%	-13.0%	23.4%	-23.1%	Feb '21
US Small Value	144.93	1.6%	3.5%	-6.7%	-13.6%	-11.3%	-1.8%	7.6%	-11.4%	-0.3%	87.2%	-8.0%	15.8%	-19.4%	Nov '24

Foreign Large Blend	83.76	1.3%	3.3%	-0.4%	5.7%	6.3%	11.7%	3.5%	10.8%	30.3%	75.2%	15.4%	60.5%	-1.3%	Mar '25
Foreign Growth	102.77	1.7%	3.6%	-0.8%	0.3%	1.0%	5.3%	1.5%	6.1%	18.6%	47.1%	-2.8%	47.3%	-5.0%	Sep '21
Foreign Value	60.33	1.1%	3.0%	0.0%	10.7%	11.1%	18.0%	5.4%	15.0%	41.9%	103.5%	35.2%	73.6%	-0.7%	Mar '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	23.92		0.8%	1.4%	0.1%	-0.5%	1.6%	5.8%	8.3%	0.1%	21.2%	37.4%	21.1%	26.7%	-0.6%	Feb '25
Ultra Short- Janus AAA CLO	50.46		0.1%	0.3%	0.3%	0.3%	2.2%	5.6%	7.4%	0.8%	17.7%	-	17.6%	19.7%	-0.1%	Apr '25
Bank Loan- Invesco	20.71		0.5%	1.2%	0.3%	0.0%	2.0%	6.6%	8.2%	0.5%	20.3%	33.3%	19.4%	25.4%	-0.1%	Feb '25
Interval CEF- Cliffwater	10.60	p	EOD	0.2%	-2.2%	-0.9%	1.7%	7.9%	12.6%	-0.2%	26.4%	51.8%	29.2%	25.9%	-2.3%	Apr '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	42.49		1.6%	3.8%	-6.0%	-11.7%	-7.6%	6.1%	27.9%	-7.2%	48.1%	-	47.1%	62.5%	-11.9%	Jan '25
Int’l Min Volatility- Franklin	31.59		0.6%	2.3%	-3.8%	2.3%	4.1%	12.7%	15.9%	3.9%	41.7%	102.4%	45.9%	56.6%	-3.8%	Mar '25
MidCap 30 - Hennessy (hi fee)	20.33	p	EOD	1.9%	-8.9%	-18.3%	-13.7%	0.9%	34.6%	-14.6%	53.0%	259.8%	54.5%	58.8%	-21.9%	Nov '24
Small Value- Avantis	83.01		1.8%	3.2%	-7.1%	-16.5%	-11.8%	-6.1%	9.3%	-13.7%	13.5%	168.8%	8.7%	24.8%	-21.4%	Nov '24
Mid Value- Pacer Cash Cows	51.70		2.0%	2.9%	-6.6%	-11.5%	-9.1%	-5.0%	10.6%	-8.1%	12.6%	139.4%	16.5%	26.1%	-15.0%	Nov '24
Growth- S&P Momentum	92.83		2.4%	5.2%	-4.6%	-8.2%	0.5%	22.6%	45.8%	-2.1%	66.5%	149.4%	50.3%	84.7%	-9.9%	Feb '25
Invesco S&P Quality	64.94		1.6%	3.1%	-3.6%	-6.2%	-2.0%	12.2%	25.4%	-2.8%	42.3%	111.4%	27.7%	68.3%	-8.5%	Feb '25
Rotation Factor- BlackRock	47.85		2.1%	4.2%	-4.8%	-9.7%	-4.6%	13.0%	30.3%	-6.3%	50.7%	120.1%	32.0%	78.8%	-10.6%	Feb '25
US Min Volatility- Fidelity	58.59		0.8%	1.9%	-3.9%	-4.8%	-3.4%	9.5%	16.1%	-2.9%	25.7%	85.1%	18.1%	44.1%	-7.1%	Feb '25
Derivative Income- JPMorgan	54.82		1.1%	2.0%	-4.2%	-5.5%	-3.8%	5.3%	12.6%	-3.0%	18.2%	-	16.3%	32.7%	-7.0%	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	14.86	p	EOD	0.3%	-1.8%	-1.1%	1.9%	4.3%	12.1%	0.1%	22.7%	30.0%	21.7%	21.2%	-2.3%	Feb '25
Multistrategy- AQR	12.77	p	EOD	0.2%	-3.1%	1.8%	7.3%	5.4%	13.3%	3.7%	34.3%	-	46.4%	30.9%	-3.3%	Apr '25
Long Short- AQR	17.21	p	EOD	0.5%	-2.7%	3.7%	14.9%	20.9%	30.5%	7.4%	83.5%	176.6%	106.4%	96.8%	-2.7%	Mar '25
Mkt Neutral- BlackRock	14.08	p	EOD	0.2%	-0.4%	2.7%	7.6%	14.2%	21.4%	4.3%	50.4%	52.5%	49.1%	49.6%	-1.6%	Apr '25
Multi Strategy- Variant	26.83	p	EOD	0.0%	0.5%	1.5%	3.6%	4.0%	5.1%	2.0%	20.3%	45.8%	23.6%	19.4%	New Peak	Apr '25
Long Short- First Trust	62.98		0.9%	1.6%	-2.3%	-7.3%	-1.2%	7.1%	18.8%	-4.1%	30.8%	66.3%	26.3%	39.7%	-7.4%	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)	159.28	2.5%	5.4%	-6.6%	-20.4%	-3.4%	2.6%	36.0%	-15.8%	30.0%	150.7%	10.4%	64.0%	-22.7%	Feb '25
Meta (Communications)	533.15	2.5%	6.3%	-14.9%	-17.6%	-6.8%	21.2%	66.0%	-8.9%	186.5%	181.8%	58.2%	320.1%	-27.6%	Feb '25
Amazon (Cyclical)	186.54	3.3%	8.1%	-9.3%	-20.6%	-0.7%	7.4%	44.4%	-15.0%	27.7%	54.8%	9.5%	65.2%	-22.9%	Feb '25
Tesla (Cyclical)	259.51	3.5%	7.5%	-9.9%	-36.2%	-3.6%	52.5%	62.5%	-35.7%	-22.0%	436.8%	-35.1%	19.5%	-45.9%	Dec '24
Procter & Gamble (Defensive)	159.53	-3.7%	-5.9%	-1.4%	-2.2%	-4.0%	0.5%	17.3%	-3.7%	5.8%	51.9%	6.8%	37.4%	-10.1%	Dec '24
PepsiCo (Defensive)	135.31	-4.9%	-5.3%	-7.0%	-8.5%	-19.9%	-20.9%	-7.6%	-10.2%	-14.9%	16.5%	-14.0%	-13.9%	-26.6%	May '23
Coca-Cola (Defensive)	72.52	-1.1%	-0.7%	5.4%	18.0%	10.0%	21.0%	8.9%	17.3%	20.3%	86.1%	34.8%	41.8%	-1.9%	Apr '25
Exxon Mobil (Energy)	108.63	1.2%	1.6%	-6.8%	0.9%	-7.5%	-7.4%	11.3%	1.9%	46.5%	214.9%	91.8%	20.0%	-11.9%	Oct '24
Chevron (Energy)	139.07	1.7%	0.9%	-16.2%	-9.7%	-5.8%	-12.2%	1.3%	-2.9%	-0.8%	99.5%	32.4%	-2.6%	-18.8%	Jan '23
JPMorgan Chase (Financial)	244.64	1.6%	5.5%	-2.0%	-7.1%	11.3%	29.4%	44.3%	3.2%	109.5%	209.9%	66.4%	151.8%	-12.1%	Feb '25
Visa (Financial)	335.71	0.4%	1.9%	-2.6%	1.8%	19.6%	22.9%	22.3%	6.4%	63.6%	107.9%	55.4%	92.0%	-7.4%	Feb '25
Mastercard (Financial)	535.46	1.0%	3.5%	-1.6%	0.5%	5.9%	16.6%	24.2%	2.0%	53.8%	112.8%	47.4%	91.8%	-6.9%	Feb '25
Bank of America (Financial)	39.58	2.1%	5.8%	-8.5%	-14.4%	-4.4%	7.0%	33.9%	-9.4%	15.0%	102.1%	-6.7%	41.9%	-16.6%	Feb '25
UnitedHealth (Health)	424.25	-0.9%	-6.6%	-17.4%	-20.0%	-24.2%	-12.7%	-2.4%	-15.8%	-15.4%	56.7%	-11.4%	-11.9%	-31.6%	Nov '24
Johnson & Johnson (Health)	154.93	-0.3%	-1.6%	-3.8%	6.4%	-2.1%	8.9%	-4.8%	8.0%	-9.0%	15.1%	-0.7%	2.7%	-9.0%	Apr '22
Eli Lilly (Health)	859.73	3.7%	2.4%	0.9%	9.7%	-3.4%	19.4%	33.3%	11.6%	209.8%	461.1%	226.6%	170.5%	-10.1%	Aug '24
Union Pacific (Industrials)	215.45	-2.0%	-2.2%	-8.6%	-12.9%	-5.4%	-9.5%	-5.1%	-5.0%	-2.3%	53.9%	-6.3%	18.9%	-16.5%	Mar '22
Honeywell (Industrials)	200.74	1.7%	2.1%	-5.4%	-8.9%	-2.5%	6.2%	10.0%	-10.7%	11.5%	64.3%	4.0%	22.5%	-14.5%	Dec '24
Apple (IT)	208.37	1.8%	5.8%	-6.9%	-6.4%	-9.8%	23.2%	30.7%	-16.7%	30.0%	203.4%	16.5%	52.6%	-19.5%	Dec '24
Microsoft (IT)	387.30	3.4%	5.3%	-2.0%	-12.6%	-9.2%	-2.2%	12.9%	-7.9%	41.5%	131.8%	18.9%	75.2%	-16.7%	Jul '24
Nvidia (IT)	106.43	3.6%	4.9%	-11.8%	-25.4%	-24.8%	28.8%	171.2%	-20.7%	435.6%	1375.5%	254.0%	826.5%	-28.8%	Jan '25
Broadcom (IT)	188.15	6.4%	10.0%	-0.1%	-22.9%	9.4%	47.1%	110.5%	-18.6%	241.1%	707.2%	204.4%	358.1%	-24.3%	Dec '24
Adobe (IT)	360.91	2.5%	3.5%	-10.6%	-17.1%	-25.4%	-23.8%	-25.5%	-18.8%	-12.8%	4.9%	-36.1%	26.1%	-47.6%	Nov '21
Oracle (IT)	137.51	4.6%	6.9%	-10.3%	-24.8%	-20.3%	21.0%	60.0%	-17.0%	86.5%	179.3%	64.5%	122.9%	-28.1%	Nov '24
salesforce.com (IT)	264.70	5.7%	7.1%	-8.1%	-20.6%	-8.6%	-2.5%	27.8%	-20.7%	52.7%	73.1%	4.4%	87.4%	-27.8%	Dec '24
Linde PLC (Materials)	449.53	0.3%	-0.6%	-1.7%	2.7%	-4.5%	2.6%	3.2%	7.7%	49.1%	166.0%	38.8%	71.0%	-7.0%	Oct '24
Sherwin-Williams (Materials)	334.44	1.0%	0.3%	-2.0%	-6.9%	-6.5%	10.6%	9.9%	-1.4%	38.6%	107.2%	1.6%	69.8%	-16.1%	Nov '24
American Tower (Real Estate)	210.91	-0.8%	-5.3%	1.5%	14.9%	-3.7%	26.0%	-12.2%	15.9%	-10.6%	-1.3%	-18.5%	24.6%	-22.4%	Sep '21
Prologis Inc. (Real Estate)	103.36	1.9%	1.2%	-5.4%	-12.3%	-10.5%	3.4%	-18.1%	-1.3%	-32.6%	32.4%	-31.1%	11.0%	-34.7%	Apr '22
NextEra Energy (Utilities)	66.35	-1.4%	0.1%	-3.3%	-8.1%	-17.3%	2.0%	21.5%	-6.7%	-2.9%	24.9%	-21.1%	-2.2%	-22.6%	Dec '21
Duke Energy (Utilities)	120.70	-0.6%	-0.9%	4.0%	10.9%	4.9%	26.6%	15.6%	13.1%	19.7%	72.5%	32.9%	55.6%	-2.7%	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	15.04	p	EOD	0.3%	-0.8%	0.1%	0.4%	7.1%	4.7%	0.8%	9.1%	10.9%	-0.2%	19.6%	-1.4%	Feb '25
Moderate-60% Stock	57.05		1.2%	2.4%	-1.9%	-2.0%	-0.5%	8.9%	10.7%	0.0%	19.2%	47.3%	7.8%	36.9%	-3.5%	Feb '25
Mod Agg-80% Stock	43.27	p	EOD	1.9%	-3.9%	-4.9%	-2.5%	7.9%	13.1%	-2.0%	21.3%	63.9%	8.7%	42.8%	-6.3%	Feb '25
Aggressive-90% Stock	25.54	p	EOD	1.8%	-5.0%	-7.0%	-4.1%	5.3%	12.6%	-3.4%	18.4%	68.8%	5.2%	40.5%	-8.2%	Feb '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	93955.65	0.3%	11.3%	7.4%	-10.3%	41.0%	45.7%	121.1%	0.6%	132.2%	1141.2%	102.2%	390.4%	-11.5%	Jan '25
Ethereum	1769.88	-1.5%	11.4%	-14.4%	-46.6%	-27.3%	-43.9%	46.1%	-46.9%	-41.2%	805.2%	-52.9%	36.7%	-63.2%	Nov '21
BNB	602.37	-0.6%	1.8%	-4.4%	-12.2%	4.9%	-1.9%	124.4%	-14.1%	49.0%	3594.3%	17.6%	122.3%	-19.7%	Dec '24
Solana	152.56	0.9%	13.8%	6.1%	-40.4%	-7.4%	5.3%	86.5%	-19.4%	50.7%	23613.9%	-10.4%	389.5%	-41.7%	Jan '25
Bitcoin ETF	53.26	0.11%	10.4%	6.2%	-10.8%	40.1%	44.5%	-	0.4%	-	-	-	-	-12.3%	Dec '24
Grayscale Bitcoin (hi fee)	73.92	0.11%	10.2%	6.0%	-11.1%	39.2%	28.3%	113.8%	-0.1%	158.3%	764.6%	115.7%	559.4%	-12.7%	Dec '24
Bloomberg Commodities	20.80	0.9%	0.3%	-1.9%	0.8%	5.0%	4.4%	5.5%	5.3%	-9.0%	89.7%	16.3%	0.8%	-15.3%	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	4.77	-1.4%	-0.9%	2.3%	-1.7%	5.9%	-1.1%	19.1%	-0.4%	64.7%	304.8%	136.4%	22.7%	-68.7%	Oct '81
10yr Treasury rate	4.30	-1.9%	-0.6%	0.0%	-6.9%	1.7%	-8.5%	18.3%	-5.9%	52.3%	622.3%	164.4%	10.3%	-72.8%	Sep '81
5yr Treasury rate	3.93	-2.2%	-0.4%	-3.2%	-11.3%	-3.1%	-16.7%	14.1%	-10.3%	37.4%	978.8%	187.7%	-4.5%	-75.9%	Sep '81
13-week T-bill	4.20	-0.3%	-0.2%	0.4%	-0.2%	-6.9%	-20.0%	-18.8%	-0.3%	425.9%	4097.0%	7818.9%	18.8%	-75.5%	Dec '80
Crude Oil	62.83	0.9%	-2.9%	-8.9%	-15.8%	-12.5%	-24.8%	0.1%	-12.4%	-36.2%	270.9%	-17.4%	-28.0%	-56.8%	Jul '08
Gold	3363.90	2.7%	1.7%	11.3%	21.1%	22.7%	44.4%	27.5%	27.9%	77.7%	95.2%	86.9%	101.4%	-1.2%	Apr '25
EUR/USD	1.14	0.4%	-0.2%	5.3%	9.2%	5.3%	6.0%	-6.0%	9.3%	6.2%	5.6%	0.0%	17.2%	-28.8%	Apr '08
USD/JPY	142.80	-0.3%	0.5%	-5.3%	-8.6%	-6.2%	-8.2%	11.0%	-9.0%	11.8%	32.6%	24.0%	-2.7%	-11.6%	Jul '24
S&P 500 Volatility Index	26.47	-7.0%	-10.7%	54.3%	78.2%	30.2%	72.2%	39.4%	52.6%	-2.0%	-26.3%	59.5%	-21.1%	-68.0%	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	50.53		0.3%	0.3%	0.4%	1.6%	2.7%	7.3%	6.5%	1.9%	16.0%	19.2%	12.7%	17.7%	New Peak	Apr '25
Interm Muni- JPMorgan	49.32		0.5%	0.2%	-1.1%	-0.9%	-0.7%	1.9%	1.9%	-0.8%	8.1%	7.6%	-0.8%	10.1%	-2.3%	Feb '25
Interm Bond- Janus MSB	44.61		0.7%	0.4%	-0.4%	2.2%	1.7%	8.0%	1.5%	2.3%	5.0%	-0.1%	-3.1%	12.7%	-4.1%	Aug '21
Interm Bond- Vanguard	76.26		0.6%	0.3%	0.5%	3.0%	2.0%	8.3%	1.6%	3.1%	6.3%	-2.0%	-3.0%	13.9%	-6.0%	Aug '20
Multisector Bond- Intrepid	8.86	p	EOD	0.6%	-1.4%	-0.7%	1.7%	8.3%	10.4%	0.2%	19.1%	49.3%	18.8%	24.9%	-1.8%	Feb '25
Int’l Bond- JPMorgan	48.08		0.4%	0.7%	0.9%	2.3%	2.7%	7.7%	3.5%	3.0%	13.8%	21.1%	8.3%	21.6%	New Peak	Apr '25
Long Bond- Vanguard	74.19		1.3%	0.9%	-1.6%	0.3%	-1.7%	5.8%	-1.9%	0.5%	-0.9%	-11.8%	-17.1%	17.1%	-20.5%	Sep '21
Long CA Muni- PIMCO	9.11	p	EOD	-0.4%	-2.1%	-1.8%	-1.8%	1.5%	2.9%	-2.1%	7.7%	8.6%	-2.4%	12.1%	-3.9%	Dec '24
Long Muni- iShares	55.29		0.4%	0.2%	-1.6%	-1.9%	-1.8%	0.2%	1.6%	-2.8%	5.2%	2.0%	-4.2%	6.9%	-4.6%	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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