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S&P 500 (Large Cap)

Return

56.2%

[

12.2%

annualized]

Dec 31 2020 - Nov 20 2024

-2.2%

Below
Peak
Nov '24

DJIA (Large Value)

Return

40.9%

[

9.2%

annualized]

Dec 31 2020 - Nov 20 2024

-2.7%

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Return

17.4%

[

4.2%

annualized]

Dec 31 2020 - Nov 20 2024

-5.1%

Below
Peak
Nov '21

Performance Range:

As of Nov 20 10:35 AM 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)	5868.45	-0.8%	-2.0%	0.1%	4.8%	10.6%	29.1%	24.2%	23.0%	24.9%	88.8%	22.3%	64.1%	-2.2%	Nov '24
DJIA (Large Value)	43114.89	-0.4%	-1.9%	-0.4%	5.6%	8.3%	22.7%	13.7%	14.4%	21.1%	55.0%	17.8%	47.6%	-2.7%	Nov '24
Russell 2000 (Small Cap)	2317.94	-0.3%	-2.2%	1.8%	8.2%	10.2%	28.3%	15.1%	14.3%	-1.1%	45.6%	2.0%	37.3%	-5.1%	Nov '21
NASDAQ Comp (Tech/Growth)	18768.49	-1.2%	-2.4%	1.5%	5.3%	11.8%	31.4%	43.4%	25.0%	16.9%	120.1%	18.5%	80.2%	-2.7%	Nov '24
Aggregate Bond	97.82	-0.07%	0.1%	-1.4%	-1.5%	3.4%	6.7%	5.7%	1.9%	-6.4%	-1.2%	-5.7%	10.2%	-8.4%	Aug '20
Muni ~7yrs	107.56	-0.03%	0.4%	-0.1%	0.4%	2.6%	5.3%	5.6%	1.7%	-0.2%	6.1%	-0.4%	10.1%	-1.1%	Jul '21
Corp Bond	108.44	-0.2%	0.2%	-1.7%	-1.9%	3.4%	8.1%	9.4%	1.7%	-8.8%	0.4%	-7.7%	17.0%	-10.5%	Sep '21
High Yield Bond	79.43	-0.09%	0.0%	0.0%	2.6%	6.3%	13.3%	11.5%	8.5%	9.0%	19.8%	7.8%	26.2%	-0.5%	Nov '24
Preferred	32.31	-0.6%	-1.1%	-3.0%	2.4%	5.2%	14.0%	9.2%	9.1%	-1.2%	13.3%	-2.6%	19.6%	-3.3%	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	91.59	-0.11%	-1.2%	-6.2%	1.5%	0.2%	16.2%	12.5%	8.5%	10.3%	70.9%	8.4%	39.1%	-6.2%	Oct '24
Consumer Discretionary/Cyclical	212.71	-1.3%	-2.6%	6.6%	15.1%	20.4%	27.7%	39.6%	19.7%	3.2%	85.0%	3.6%	55.8%	-3.1%	Nov '24
Financial Services	49.39	-0.6%	-0.8%	3.7%	13.0%	18.7%	42.8%	12.0%	32.9%	33.8%	83.4%	31.5%	69.1%	-1.3%	Nov '24
Real Estate	94.56	-0.4%	0.0%	-3.0%	3.7%	14.4%	23.7%	11.9%	10.2%	-2.7%	22.6%	-8.4%	34.4%	-9.1%	Dec '21
Communication Services	96.32	-0.4%	-0.9%	5.6%	10.8%	16.9%	37.4%	52.8%	33.7%	24.4%	94.2%	26.5%	106.3%	-0.9%	Nov '24
Energy	96.04	0.7%	1.6%	6.3%	9.2%	3.5%	17.1%	-0.6%	17.4%	97.1%	109.1%	85.9%	28.6%	-0.5%	Apr '24
Industrials	137.98	-0.6%	-3.0%	-0.9%	8.7%	10.6%	32.3%	18.1%	22.2%	37.0%	84.4%	37.5%	68.1%	-3.6%	Nov '24
Technology	228.62	-1.2%	-2.9%	-1.0%	2.1%	7.1%	24.2%	56.0%	19.4%	36.9%	175.0%	33.4%	99.4%	-3.7%	Nov '24
Consumer Staples/Defensive	79.66	-1.2%	-1.5%	-3.1%	-1.4%	3.9%	17.9%	-0.8%	12.8%	19.6%	47.4%	11.0%	24.2%	-5.0%	Sep '24
Healthcare	141.80	0.4%	-3.4%	-7.4%	-7.8%	-2.1%	11.6%	2.1%	5.1%	11.8%	58.2%	6.2%	20.1%	-9.5%	Sep '24
Utilities	80.44	-0.01%	2.7%	-1.8%	8.3%	13.0%	33.8%	-7.2%	30.0%	31.2%	49.2%	23.6%	39.4%	-2.2%	Oct '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	118.61	-0.8%	-1.4%	-1.7%	2.6%	6.6%	23.7%	22.3%	17.5%	17.6%	68.6%	16.7%	58.6%	-2.5%	Nov '24
MSCI Emerging Markets	43.16	-0.6%	-0.1%	-6.0%	-0.8%	-0.4%	11.1%	8.9%	8.1%	-8.9%	12.5%	-7.1%	30.8%	-19.6%	Feb '21
FTSE Europe	64.34	-0.7%	-0.6%	-7.5%	-7.1%	-6.5%	8.4%	20.2%	2.1%	3.9%	34.4%	2.1%	49.6%	-10.3%	Sep '24
MSCI Japan	66.88	-1.3%	-1.3%	-4.6%	-4.5%	-2.7%	9.6%	20.3%	5.0%	0.9%	22.3%	3.9%	41.5%	-8.4%	Sep '24
MSCI India	53.59	0.04%	0.6%	-5.3%	-5.3%	0.9%	19.0%	17.2%	9.8%	15.2%	66.7%	15.3%	32.4%	-9.5%	Sep '24
MSCI China	47.85	0.3%	0.2%	-5.2%	14.2%	2.2%	11.4%	-11.3%	18.0%	-25.6%	-11.8%	-19.2%	24.2%	-47.3%	Feb '21
International Bond	49.90	-0.08%	0.2%	-0.5%	0.6%	3.7%	7.0%	8.8%	3.0%	-2.9%	-0.4%	-1.9%	13.5%	-4.6%	Dec '20
iShares Latin America	24.06	-0.3%	-1.1%	-4.8%	-8.8%	-13.3%	-9.2%	33.1%	-15.0%	29.3%	3.6%	25.1%	12.3%	-27.7%	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	538.14	-0.8%	-2.0%	0.1%	5.1%	11.2%	30.7%	26.3%	24.4%	30.7%	104.1%	27.8%	69.4%	-2.2%	Nov '24
US Large Growth	388.80	-1.2%	-2.4%	1.6%	5.9%	13.1%	34.5%	42.6%	28.8%	28.5%	138.4%	28.9%	89.3%	-2.5%	Nov '24
US Large Value	192.80	-0.2%	-1.2%	-0.4%	6.0%	9.1%	26.7%	11.3%	18.3%	25.0%	61.6%	21.1%	46.9%	-1.9%	Nov '24

US MidCap Blend	273.39	-0.4%	-1.1%	1.1%	9.0%	10.7%	29.3%	16.0%	18.9%	11.6%	70.5%	12.7%	50.3%	-1.9%	Nov '24
US MidCap Growth	259.51	-0.6%	-1.2%	3.1%	11.2%	10.8%	29.7%	23.1%	18.8%	1.4%	73.6%	5.4%	55.5%	-1.9%	Nov '24
US MidCap Value	170.01	-0.06%	-0.8%	-0.3%	7.3%	10.7%	28.9%	9.9%	19.1%	22.8%	64.8%	20.4%	45.6%	-1.6%	Nov '24

US Small Blend	247.14	-0.5%	-1.9%	2.0%	9.4%	10.2%	30.1%	18.2%	17.0%	11.6%	65.9%	13.4%	47.1%	-3.6%	Nov '24
US Small Growth	295.63	-1.1%	-3.0%	1.7%	8.6%	10.9%	32.1%	18.5%	17.8%	-3.4%	49.1%	1.6%	44.3%	-10.1%	Feb '21
US Small Value	171.34	-0.9%	-2.6%	0.6%	6.8%	9.4%	25.9%	14.6%	11.8%	6.9%	53.0%	7.8%	35.8%	-5.2%	Nov '24

Foreign Large Blend	76.78	-0.9%	-0.6%	-6.3%	-5.3%	-4.4%	9.7%	18.4%	3.7%	4.9%	30.3%	4.4%	45.2%	-9.1%	Sep '24
Foreign Growth	97.64	-0.8%	-1.4%	-7.1%	-7.1%	-6.1%	8.0%	17.6%	1.7%	-9.4%	24.5%	-8.3%	38.9%	-10.4%	Sep '21
Foreign Value	53.65	-0.8%	0.2%	-5.4%	-3.2%	-2.0%	11.9%	18.9%	5.9%	20.6%	33.0%	18.2%	51.7%	-7.4%	Sep '24

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	24.33		-0.08%	0.2%	0.7%	2.4%	3.5%	9.6%	14.8%	7.3%	20.8%	29.1%	19.9%	25.4%	-0.1%	Nov '24
Ultra Short- Janus AAA CLO	50.85		0.01%	0.1%	0.6%	1.7%	3.3%	7.2%	8.0%	6.6%	15.7%	-	15.7%	17.8%	-0.1%	Nov '24
Bank Loan- Invesco	21.08		-0.02%	0.2%	1.0%	3.2%	4.5%	9.9%	12.5%	7.6%	18.8%	25.1%	18.1%	24.1%	-0.1%	Nov '24
Interval CEF- Cliffwater	10.78	p	EOD	0.1%	0.7%	2.6%	5.7%	12.8%	12.7%	11.2%	29.0%	48.8%	27.8%	24.5%	New Peak	Nov '24

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	46.46		-0.5%	-1.7%	-0.7%	4.9%	10.2%	35.5%	25.1%	29.2%	64.6%	-	60.1%	76.8%	-2.6%	Nov '24
Int’l Min Volatility- Franklin	31.00		-0.4%	0.8%	-1.8%	3.5%	3.4%	18.0%	17.5%	14.9%	43.9%	53.1%	39.1%	49.3%	-1.8%	Oct '24
MidCap 30 - Hennessy (hi fee)	28.95	p	EOD	-0.5%	1.9%	9.7%	13.8%	48.3%	31.3%	39.2%	83.7%	203.2%	87.1%	92.3%	-3.0%	Nov '24
Small Value- Avantis	100.07		-0.9%	-2.4%	1.9%	8.9%	8.2%	26.6%	22.8%	12.8%	29.8%	110.2%	30.0%	49.2%	-4.6%	Nov '24
Mid Value- Pacer Cash Cows	58.80		0%	-1.4%	0.0%	5.6%	6.2%	20.6%	14.7%	14.7%	34.5%	114.1%	31.4%	42.2%	-2.4%	Nov '24
Growth- S&P Momentum	93.85		-0.8%	-2.8%	-0.2%	5.1%	15.8%	51.4%	17.6%	43.7%	50.3%	143.1%	51.3%	86.0%	-3.1%	Nov '24
Invesco S&P Quality	66.73		-0.7%	-2.4%	-2.0%	1.8%	9.3%	29.5%	24.8%	24.5%	34.0%	105.1%	30.4%	71.9%	-2.7%	Nov '24
Rotation Factor- BlackRock	51.40		-0.8%	-1.8%	0.7%	6.8%	14.1%	37.7%	36.3%	30.4%	40.2%	108.3%	40.9%	90.9%	-1.8%	Nov '24
US Min Volatility- Fidelity	60.91		-0.6%	-2.2%	-2.2%	2.8%	8.7%	20.2%	16.4%	16.3%	24.1%	73.1%	21.9%	48.7%	-2.5%	Nov '24
Derivative Income- JPMorgan	59.13		-0.5%	-1.5%	-0.7%	4.3%	7.1%	17.4%	9.8%	14.2%	25.7%	-	21.5%	38.7%	-1.6%	Nov '24

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	14.74	p	EOD	0.1%	0.6%	5.7%	2.9%	8.5%	2.6%	11.2%	22.8%	29.8%	20.7%	20.2%	-0.3%	Nov '24
Multistrategy- AQR	12.50	p	EOD	0.2%	0.2%	1.5%	-1.0%	10.3%	8.9%	11.4%	42.8%	-	38.9%	24.1%	-2.0%	May '24
Long Short- AQR	16.85	p	EOD	0.2%	3.8%	6.8%	7.7%	26.7%	23.9%	28.2%	106.3%	114.9%	88.8%	80.1%	New Peak	Nov '24
Mkt Neutral- BlackRock	14.08	p	EOD	-1.9%	1.2%	2.7%	6.6%	21.5%	14.5%	19.5%	39.6%	41.8%	40.7%	41.2%	-2.1%	Nov '24
Multi Strategy- Variant	27.48	p	EOD	0.1%	0.8%	2.0%	0.3%	5.3%	9.3%	4.1%	21.2%	44.9%	20.0%	16.0%	New Peak	Nov '24
Long Short- First Trust	65.12		-0.5%	-0.7%	0.3%	3.6%	7.5%	20.1%	16.9%	17.1%	31.7%	61.6%	29.7%	43.4%	-0.8%	Nov '24

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)	174.38	-2.1%	-2.5%	6.7%	4.4%	-1.2%	28.3%	58.3%	25.1%	17.4%	168.6%	20.6%	79.2%	-8.7%	Jul '24
Meta (Communications)	556.10	-0.9%	-4.1%	-3.5%	5.7%	18.8%	64.1%	194.1%	57.6%	61.5%	182.4%	64.8%	337.5%	-6.7%	Oct '24
Amazon (Cyclical)	199.65	-2.4%	-6.7%	5.6%	11.6%	8.8%	36.6%	80.9%	31.4%	8.6%	128.8%	17.2%	76.8%	-6.7%	Nov '24
Tesla (Cyclical)	338.36	-2.2%	2.5%	53.3%	53.0%	93.4%	43.6%	101.7%	36.2%	-10.7%	1341.0%	-15.4%	55.8%	-17.5%	Nov '21
Procter & Gamble (Defensive)	170.08	-0.4%	2.1%	-0.7%	0.4%	2.9%	16.0%	-0.9%	19.0%	24.8%	57.3%	12.4%	44.7%	-3.8%	Sep '24
PepsiCo (Defensive)	157.46	0.5%	-4.4%	-10.1%	-9.8%	-11.3%	-2.5%	-3.3%	-5.1%	4.6%	35.7%	-1.6%	-1.5%	-16.0%	May '23
Coca-Cola (Defensive)	62.38	-0.3%	-1.0%	-11.4%	-9.5%	1.2%	12.0%	-4.4%	8.3%	23.9%	36.9%	14.3%	20.2%	-14.0%	Sep '24
Exxon Mobil (Energy)	119.45	0.7%	-0.9%	0.4%	5.1%	2.3%	18.2%	-6.3%	23.5%	118.9%	123.8%	109.0%	30.8%	-3.9%	Oct '24
Chevron (Energy)	160.76	0.7%	2.3%	7.7%	12.2%	1.9%	16.1%	-13.6%	12.4%	61.3%	71.1%	51.4%	11.4%	-7.2%	Jan '23
JPMorgan Chase (Financial)	239.31	-1.6%	-0.8%	6.2%	12.2%	23.8%	59.8%	30.6%	44.0%	61.8%	113.3%	61.0%	143.5%	-3.1%	Nov '24
Visa (Financial)	309.28	-0.8%	-0.1%	6.6%	15.6%	11.5%	24.7%	26.3%	19.7%	57.6%	76.4%	42.9%	76.6%	-0.9%	Nov '24
Mastercard (Financial)	516.30	-0.6%	-1.1%	0.0%	10.2%	12.6%	28.4%	23.4%	21.8%	54.7%	86.0%	41.7%	84.4%	-2.6%	Nov '24
Bank of America (Financial)	45.99	-0.9%	0.3%	8.7%	19.7%	20.0%	57.5%	4.8%	39.3%	9.5%	59.3%	7.2%	62.9%	-1.6%	Nov '24
UnitedHealth (Health)	590.28	2.3%	-2.6%	3.6%	2.0%	15.0%	12.0%	0.8%	13.4%	40.0%	130.6%	22.2%	21.6%	-5.6%	Nov '24
Johnson & Johnson (Health)	152.70	-0.2%	-0.4%	-7.5%	-3.9%	1.7%	4.2%	-8.6%	-0.3%	2.1%	28.9%	-3.7%	-0.4%	-11.7%	Apr '22
Eli Lilly (Health)	744.09	2.0%	-8.2%	-18.8%	-21.5%	-4.7%	25.3%	60.9%	28.5%	194.1%	592.7%	182.1%	133.7%	-22.4%	Aug '24
Union Pacific (Industrials)	232.10	-0.5%	-3.5%	-4.9%	-5.3%	-3.7%	7.3%	21.6%	-4.0%	3.0%	48.7%	-0.2%	26.6%	-11.0%	Mar '22
Honeywell (Industrials)	226.45	-0.8%	-2.4%	2.5%	13.7%	11.8%	20.6%	0.0%	10.3%	10.4%	41.7%	16.7%	37.5%	-2.7%	Nov '24
Apple (IT)	227.06	-0.5%	0.9%	-3.3%	0.4%	19.1%	19.2%	49.0%	18.5%	43.7%	255.9%	26.8%	66.1%	-3.9%	Oct '24
Microsoft (IT)	411.52	-1.5%	-3.2%	-1.6%	-3.1%	-3.1%	9.6%	58.2%	10.0%	22.8%	187.0%	25.9%	85.4%	-11.8%	Jul '24
Nvidia (IT)	143.59	-2.3%	-1.8%	4.1%	12.9%	51.5%	184.9%	239.0%	190.0%	336.1%	2633.0%	377.5%	1149.8%	-3.6%	Nov '24
Broadcom (IT)	162.29	-1.9%	-6.5%	-9.8%	-1.9%	15.5%	65.5%	104.2%	47.0%	206.4%	504.3%	161.1%	292.9%	-12.7%	Oct '24
Adobe (IT)	498.04	-0.3%	-6.5%	0.6%	-11.4%	2.8%	-18.7%	77.3%	-16.5%	-27.6%	66.0%	-11.8%	74.0%	-27.6%	Nov '21
Oracle (IT)	188.26	-0.3%	-0.7%	7.8%	35.6%	52.0%	63.0%	30.9%	80.7%	109.4%	261.6%	123.9%	203.3%	-0.7%	Nov '24
salesforce.com (IT)	322.48	-0.3%	-5.6%	10.1%	23.4%	12.7%	43.9%	98.5%	23.1%	7.6%	97.3%	26.8%	127.6%	-5.6%	Nov '24
Linde PLC (Materials)	443.41	-0.1%	-2.8%	-8.8%	-2.9%	3.1%	9.9%	27.7%	8.9%	39.1%	131.5%	36.0%	67.6%	-8.8%	Oct '24
Sherwin-Williams (Materials)	370.11	-0.9%	-4.3%	-4.5%	4.3%	20.1%	36.7%	32.7%	19.7%	14.5%	101.5%	12.2%	87.5%	-4.8%	Oct '24
American Tower (Real Estate)	200.81	-0.2%	2.9%	-11.3%	-8.2%	6.4%	3.9%	5.4%	-4.7%	-15.9%	4.6%	-23.7%	16.6%	-27.4%	Sep '21
Prologis Inc. (Real Estate)	114.18	-0.8%	-2.1%	-6.8%	-7.3%	3.5%	6.0%	21.6%	-12.3%	-17.6%	41.8%	-25.3%	20.5%	-29.1%	Apr '22
NextEra Energy (Utilities)	77.01	-0.09%	3.7%	-8.7%	-1.9%	2.8%	38.4%	-25.3%	29.6%	-6.0%	47.1%	-9.8%	11.8%	-11.4%	Dec '21
Duke Energy (Utilities)	113.68	0.09%	3.1%	-5.0%	2.1%	11.7%	32.5%	-1.6%	21.9%	30.4%	59.9%	24.0%	45.2%	-5.0%	Oct '24

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	15.59	p	EOD	0.1%	-1.0%	-0.2%	4.1%	9.9%	9.5%	5.0%	-1.3%	10.8%	-0.7%	19.0%	-1.8%	Nov '21
Moderate-60% Stock	57.98		-0.5%	-0.8%	-1.7%	0.8%	4.9%	16.4%	15.7%	10.8%	8.3%	37.4%	8.0%	37.1%	-1.8%	Nov '24
Mod Agg-80% Stock	46.84	p	EOD	-0.4%	-1.0%	2.4%	6.2%	20.4%	18.6%	14.1%	12.1%	53.0%	11.9%	47.0%	-1.5%	Nov '24
Aggressive-90% Stock	27.68	p	EOD	-0.6%	-1.1%	2.4%	5.4%	20.6%	19.0%	14.1%	10.3%	60.8%	10.2%	47.2%	-1.7%	Nov '24

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	94375.04	2.2%	4.2%	36.8%	59.9%	32.1%	151.8%	155.4%	123.3%	58.1%	1075.7%	103.1%	392.6%	New Peak	Nov '24
Ethereum	3102.00	-0.3%	-2.8%	12.9%	20.6%	-15.3%	53.4%	90.6%	36.0%	-29.7%	1665.5%	-17.5%	139.6%	-35.5%	Nov '21
BNB	613.32	-0.4%	-1.2%	1.3%	7.7%	2.1%	141.8%	26.8%	96.3%	1.6%	3275.0%	19.8%	126.3%	-13.7%	Jun '24
Solano	238.35	0.11%	10.8%	42.8%	66.5%	27.8%	321.6%	919.0%	134.8%	9.3%	-	40.0%	664.8%	-7.9%	Nov '21
Bitcoin ETF	53.74	2.0%	5.3%	37.5%	58.4%	34.4%	-	-	-	-	-	-	-	New Peak	Nov '24
Grayscale Bitcoin (hi fee)	74.86	1.7%	5.0%	37.1%	57.6%	20.0%	151.3%	317.6%	116.2%	58.8%	672.5%	118.4%	567.8%	New Peak	Nov '24

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	4.61	1.0%	-0.6%	5.2%	13.2%	0.8%	0.7%	1.1%	14.7%	141.7%	109.2%	128.6%	18.7%	-69.7%	Oct '81
10yr Treasury rate	4.42	0.8%	-0.8%	8.4%	15.7%	-0.5%	-0.1%	-0.3%	14.2%	187.5%	154.1%	171.3%	13.2%	-72.1%	Sep '81
5yr Treasury rate	4.28	0.7%	-0.6%	10.3%	15.5%	-4.1%	-3.7%	-4.0%	11.3%	255.4%	169.9%	213.2%	4.0%	-73.7%	Sep '81
13-week T-bill	4.41	0.2%	0.6%	-2.2%	-12.3%	-15.7%	-15.7%	21.6%	-14.8%	9711.1%	190.5%	8230.2%	25.0%	-74.2%	Dec '80
Crude Oil	69.77	0.5%	2.0%	0.6%	-5.8%	-12.6%	-10.1%	-10.7%	-2.6%	-8.3%	22.2%	-8.3%	-20.1%	-52.0%	Jul '08
Gold	2645.00	0.7%	2.5%	-3.4%	5.3%	8.7%	33.7%	13.3%	28.2%	42.9%	79.5%	47.0%	58.4%	-5.1%	Oct '24
EUR/USD	1.05	-0.6%	-0.8%	-3.1%	-5.4%	-3.0%	-3.4%	3.8%	-4.8%	-7.4%	-4.9%	-7.4%	8.5%	-34.1%	Apr '08
USD/JPY	155.16	0.3%	0.3%	3.7%	6.7%	-0.8%	3.5%	6.4%	9.7%	35.8%	43.1%	34.8%	5.7%	-4.0%	Jul '24
S&P 500 Volatility Index	17.36	6.2%	23.8%	-3.7%	9.3%	42.9%	29.5%	-42.5%	39.4%	-3.1%	35.8%	4.6%	-48.3%	-79.0%	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	50.26		0.02%	0.1%	-0.1%	0.9%	3.8%	8.1%	6.7%	5.9%	9.6%	16.5%	9.9%	14.7%	-0.4%	Sep '24
Interm Muni- JPMorgan	50.63		-0.06%	0.4%	-0.2%	0.3%	2.3%	6.0%	6.0%	2.3%	0.8%	7.5%	0.4%	11.4%	-0.9%	Oct '24
Interm Bond- Janus MSB	44.65		-0.2%	-0.2%	-2.0%	-2.2%	3.2%	6.4%	5.2%	1.4%	-5.7%	0.1%	-5.3%	10.1%	-6.3%	Aug '21
Interm Bond- Vanguard	75.45		-0.09%	0.3%	-1.6%	-1.9%	3.3%	6.6%	6.1%	1.9%	-6.0%	0.2%	-5.6%	10.9%	-8.5%	Aug '20
Multisector Bond- Intrepid	9.05	p	EOD	0.0%	0.2%	2.3%	5.2%	12.1%	10.9%	9.3%	17.8%	41.5%	17.4%	23.3%	-0.1%	Nov '24
Int’l Bond- JPMorgan	47.68		-0.02%	0.2%	-0.7%	0.3%	3.3%	7.9%	8.7%	3.6%	5.7%	14.0%	5.2%	18.2%	-1.3%	Sep '24
Long Bond- Vanguard	76.71		-0.4%	0.3%	-2.4%	-3.4%	3.2%	8.8%	11.2%	-0.3%	-17.8%	-7.2%	-16.1%	18.4%	-19.6%	Sep '21
Long CA Muni- PIMCO	9.49	p	EOD	0.3%	-0.2%	0.6%	2.6%	8.4%	8.4%	3.3%	0.7%	9.6%	0.1%	15.0%	-1.1%	Oct '24
Long Muni- iShares	57.52		-0.02%	0.1%	-0.2%	0.4%	2.4%	5.3%	5.7%	1.6%	-1.2%	4.0%	-1.5%	9.9%	-1.9%	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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