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S&P 500 (Large Cap)

Return

60.1%

[

12.3%

annualized]

Dec 31 2020 - Jan 17 2025

-1.3%

Below
Peak
Dec '24

DJIA (Large Value)

Return

42.5%

[

9.1%

annualized]

Dec 31 2020 - Jan 17 2025

-3.1%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

15.5%

[

3.6%

annualized]

Dec 31 2020 - Jan 17 2025

-6.7%

Below
Peak
Nov '21

Performance Range:

As of Jan 17 01:36 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)	6012.29	1.3%	3.2%	-0.6%	2.9%	7.6%	26.9%	23.3%	2.2%	28.9%	80.6%	25.3%	68.1%	-1.3%	Dec '24
DJIA (Large Value)	43617.71	1.1%	4.0%	0.4%	0.9%	5.9%	17.0%	12.9%	2.5%	21.5%	48.6%	19.2%	49.3%	-3.1%	Dec '24
Russell 2000 (Small Cap)	2280.29	0.6%	4.2%	-2.3%	0.0%	1.8%	19.2%	10.0%	2.2%	5.4%	34.2%	0.3%	35.1%	-6.7%	Nov '21
NASDAQ Comp (Tech/Growth)	19685.21	1.8%	2.7%	-2.1%	7.1%	9.4%	32.5%	28.6%	1.9%	32.2%	109.7%	24.3%	89.0%	-2.4%	Dec '24
Aggregate Bond	96.98	0.06%	1.1%	-0.7%	-1.6%	0.6%	2.9%	1.6%	0.1%	-4.9%	-1.9%	-5.9%	9.9%	-8.6%	Aug '20
Muni ~7yrs	106.29	0.3%	0.6%	-0.6%	-0.7%	0.4%	1.4%	1.3%	-0.2%	-0.3%	4.0%	-1.1%	9.3%	-1.8%	Dec '24
Corp Bond	106.89	0.2%	1.4%	-1.5%	-2.6%	0.0%	2.4%	0.9%	0.0%	-7.0%	-2.1%	-8.4%	16.1%	-11.1%	Sep '21
High Yield Bond	79.47	0.10%	1.2%	0.6%	1.3%	5.2%	10.3%	8.5%	1.0%	10.0%	17.4%	8.9%	27.5%	New Peak	Dec '24
Preferred	31.74	0.2%	2.1%	-0.6%	-3.6%	2.5%	7.8%	7.2%	0.9%	-2.0%	9.1%	-3.3%	18.7%	-4.0%	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	88.64	1.0%	6.4%	1.3%	-8.4%	-2.5%	10.2%	0.1%	5.4%	6.2%	60.5%	5.4%	35.3%	-8.7%	Oct '24
Consumer Discretionary/Cyclical	230.47	2.0%	4.4%	-3.6%	16.2%	20.9%	34.9%	26.5%	2.7%	20.3%	87.9%	12.4%	69.1%	-3.6%	Dec '24
Financial Services	50.22	0.8%	6.1%	2.7%	5.9%	15.5%	36.8%	30.6%	3.9%	30.0%	78.5%	34.2%	72.7%	-1.8%	Nov '24
Real Estate	90.08	0.4%	5.3%	-2.3%	-6.0%	2.2%	10.4%	4.8%	1.1%	-7.3%	14.8%	-11.9%	29.3%	-12.6%	Dec '21
Communication Services	97.64	1.1%	1.9%	-2.7%	8.1%	14.8%	35.3%	34.7%	0.9%	31.4%	80.3%	28.6%	109.7%	-4.2%	Dec '24
Energy	94.05	0.9%	6.4%	9.5%	4.6%	2.6%	21.4%	5.6%	9.8%	62.8%	98.3%	83.6%	27.0%	-2.5%	Nov '24
Industrials	138.04	0.8%	5.1%	1.8%	-0.1%	10.0%	27.1%	17.3%	4.8%	37.0%	77.7%	38.2%	69.0%	-3.6%	Nov '24
Technology	234.68	1.8%	2.6%	-2.0%	2.2%	5.0%	23.2%	21.6%	0.9%	45.2%	152.9%	37.1%	105.1%	-2.6%	Dec '24
Consumer Staples/Defensive	77.34	0.7%	1.3%	-4.3%	-5.0%	-0.5%	9.9%	12.2%	-1.6%	8.7%	38.3%	8.6%	21.5%	-7.0%	Sep '24
Healthcare	141.01	-0.09%	1.0%	1.8%	-7.0%	-5.6%	2.8%	2.5%	2.5%	10.3%	46.1%	6.1%	20.0%	-9.6%	Sep '24
Utilities	79.08	0.4%	4.6%	4.0%	-2.1%	14.5%	32.2%	23.3%	4.5%	25.1%	38.9%	22.5%	38.2%	-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	119.80	1.0%	2.9%	-0.8%	0.8%	4.9%	22.1%	17.4%	2.0%	21.0%	60.8%	18.9%	61.6%	-1.8%	Dec '24
MSCI Emerging Markets	42.13	0.9%	2.5%	-1.9%	-5.8%	-1.7%	14.5%	6.5%	0.8%	-9.5%	1.6%	-7.8%	29.9%	-20.2%	Feb '21
FTSE Europe	65.13	0.6%	2.7%	0.0%	-4.6%	-3.8%	8.9%	1.9%	2.6%	5.5%	29.9%	4.6%	53.2%	-8.2%	Sep '24
MSCI Japan	66.14	0.4%	1.4%	-2.6%	-3.7%	-6.0%	3.9%	7.0%	-1.4%	4.0%	20.9%	4.3%	42.1%	-8.0%	Sep '24
MSCI India	51.17	0.2%	-0.1%	-6.2%	-8.5%	-9.7%	5.6%	8.6%	-2.8%	7.5%	52.5%	10.9%	27.4%	-12.9%	Sep '24
MSCI China	46.18	2.0%	5.7%	-2.2%	-2.7%	10.8%	28.4%	17.7%	-1.5%	-21.6%	-24.5%	-20.5%	22.1%	-48.2%	Feb '21
International Bond	48.90	0.2%	0.8%	-0.7%	-0.1%	2.5%	4.6%	3.6%	-0.3%	-1.3%	-0.2%	-1.7%	13.8%	-4.4%	Dec '20
iShares Latin America	21.78	0.7%	3.0%	-0.8%	-10.4%	-13.5%	-15.8%	-23.1%	4.1%	10.7%	-10.2%	17.9%	5.9%	-31.9%	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	550.99	1.2%	3.2%	-0.5%	3.3%	8.3%	28.6%	25.0%	2.3%	35.0%	95.2%	31.3%	74.0%	-1.1%	Dec '24
US Large Growth	408.25	1.5%	2.5%	-2.1%	7.3%	11.6%	35.1%	33.1%	1.7%	44.6%	129.1%	35.4%	98.9%	-2.5%	Dec '24
US Large Value	191.75	0.9%	4.5%	1.6%	-0.2%	6.0%	20.7%	14.2%	3.6%	20.3%	53.7%	21.0%	46.9%	-3.5%	Nov '24

US MidCap Blend	274.55	0.8%	4.5%	0.8%	2.4%	10.2%	23.5%	15.3%	3.9%	17.9%	61.6%	13.6%	51.6%	-3.1%	Nov '24
US MidCap Growth	267.13	0.9%	4.3%	0.7%	6.9%	14.5%	26.3%	16.4%	5.3%	18.5%	66.8%	8.7%	60.4%	-2.6%	Dec '24
US MidCap Value	166.65	0.6%	4.7%	0.9%	-1.4%	6.7%	20.7%	14.0%	3.0%	17.1%	54.0%	18.7%	43.6%	-4.8%	Nov '24

US Small Blend	249.24	0.7%	4.7%	-0.4%	3.3%	8.3%	23.8%	14.2%	3.7%	18.8%	58.2%	14.8%	48.9%	-4.4%	Nov '24
US Small Growth	295.92	0.9%	3.9%	-1.9%	1.9%	4.5%	24.6%	15.0%	2.8%	11.9%	37.9%	2.1%	44.9%	-9.7%	Feb '21
US Small Value	167.18	0.5%	4.5%	-2.4%	-1.4%	0.0%	16.9%	7.6%	1.8%	6.7%	42.8%	5.7%	33.2%	-7.4%	Nov '24

Foreign Large Blend	76.80	0.4%	2.3%	-0.8%	-4.4%	-3.7%	8.3%	3.5%	1.6%	6.1%	26.0%	5.8%	47.2%	-7.8%	Sep '24
Foreign Growth	98.68	0.6%	2.0%	-2.0%	-4.8%	-4.7%	6.9%	1.5%	1.9%	-1.5%	19.3%	-6.7%	41.4%	-8.8%	Sep '21
Foreign Value	53.24	0.4%	2.6%	0.4%	-3.9%	-2.2%	9.9%	5.4%	1.5%	13.8%	29.4%	19.3%	53.2%	-6.6%	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	24.37		0.06%	0.2%	0.5%	2.1%	3.9%	8.4%	8.3%	0.4%	20.9%	28.9%	21.5%	27.1%	New Peak	Jan '25
Ultra Short- Janus AAA CLO	50.90		0.03%	0.2%	0.6%	1.8%	3.5%	7.3%	7.4%	0.4%	16.9%	-	17.0%	19.2%	New Peak	Jan '25
Bank Loan- Invesco	21.15		0.07%	0.2%	0.5%	1.9%	4.3%	8.6%	8.2%	0.4%	18.6%	23.3%	19.2%	25.2%	New Peak	Jan '25
Interval CEF- Cliffwater	10.67	p	EOD	0.2%	0.8%	2.6%	5.4%	12.4%	12.6%	0.5%	29.7%	50.7%	30.1%	26.7%	New Peak	Jan '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	47.24		1.0%	2.7%	0.4%	1.4%	7.8%	32.6%	27.9%	3.0%	59.3%	-	63.2%	80.2%	-1.3%	Dec '24
Int’l Min Volatility- Franklin	30.90		0.4%	1.2%	2.0%	0.5%	4.8%	18.2%	15.9%	1.2%	39.8%	51.0%	42.1%	52.6%	New Peak	Jan '25
MidCap 30 - Hennessy (hi fee)	24.32	p	EOD	3.0%	-2.2%	-0.2%	10.6%	42.5%	34.6%	2.2%	84.2%	181.4%	84.8%	90.0%	-6.6%	Nov '24
Small Value- Avantis	99.32		0.4%	4.9%	-0.7%	1.0%	2.4%	19.0%	9.3%	2.9%	27.1%	101.3%	29.6%	48.7%	-6.3%	Nov '24
Mid Value- Pacer Cash Cows	58.55		0.8%	3.7%	1.2%	0.0%	4.0%	17.4%	10.6%	3.7%	28.2%	106.2%	31.4%	42.2%	-4.2%	Nov '24
Growth- S&P Momentum	98.75		1.2%	3.3%	1.5%	5.2%	13.7%	49.9%	45.8%	3.9%	61.4%	140.0%	59.6%	96.1%	New Peak	Jan '25
Invesco S&P Quality	68.25		0.9%	3.2%	-1.5%	1.2%	6.0%	27.7%	25.4%	1.8%	35.1%	94.5%	33.8%	76.3%	-1.9%	Dec '24
Rotation Factor- BlackRock	52.30		1.2%	3.1%	-0.9%	3.1%	9.6%	34.0%	30.3%	2.0%	50.2%	99.6%	43.7%	94.7%	-1.7%	Dec '24
US Min Volatility- Fidelity	61.19		0.7%	2.4%	-1.2%	-0.9%	4.4%	17.0%	16.1%	1.0%	27.8%	64.2%	22.9%	49.9%	-2.6%	Dec '24
Derivative Income- JPMorgan	58.61		0.6%	2.7%	-0.2%	-0.1%	6.2%	14.7%	12.6%	1.9%	23.5%	-	22.1%	39.3%	-2.3%	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	14.95	p	EOD	0.3%	0.9%	2.5%	4.4%	8.9%	12.1%	0.7%	24.1%	29.2%	22.4%	22.0%	-0.7%	Dec '24
Multistrategy- AQR	12.50	p	EOD	0.8%	1.8%	3.4%	3.3%	13.4%	13.3%	1.5%	38.0%	-	43.3%	28.1%	-0.2%	Jan '25
Long Short- AQR	16.39	p	EOD	1.2%	1.8%	7.9%	10.3%	28.3%	30.5%	2.3%	76.6%	118.2%	96.6%	87.5%	-0.4%	Jan '25
Mkt Neutral- BlackRock	13.86	p	EOD	0.9%	2.4%	4.9%	7.7%	21.6%	21.4%	2.7%	48.0%	46.9%	46.7%	47.2%	-0.7%	Jan '25
Multi Strategy- Variant	26.98	p	EOD	0.0%	0.6%	2.1%	4.2%	4.7%	5.1%	0.3%	21.0%	42.9%	21.5%	17.4%	New Peak	Jan '25
Long Short- First Trust	67.24		0.4%	2.0%	-0.7%	4.2%	8.5%	18.9%	18.8%	2.2%	36.5%	61.1%	34.5%	48.7%	-0.7%	Dec '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)	196.74	2.0%	2.4%	0.7%	20.9%	9.0%	39.6%	36.0%	3.9%	41.6%	166.9%	36.2%	102.4%	-0.1%	Jan '25
Meta (Communications)	614.85	0.6%	-0.2%	-0.7%	6.7%	33.3%	67.5%	66.0%	5.0%	86.0%	177.8%	82.3%	384.1%	-2.7%	Dec '24
Amazon (Cyclical)	225.48	2.2%	3.0%	-2.5%	20.2%	20.0%	48.6%	44.4%	2.8%	39.1%	141.8%	32.3%	99.7%	-3.2%	Dec '24
Tesla (Cyclical)	437.86	5.8%	10.9%	-8.8%	98.2%	76.2%	103.1%	62.5%	8.4%	25.1%	1186.6%	9.5%	101.6%	-8.8%	Dec '24
Procter & Gamble (Defensive)	161.59	0.7%	1.9%	-5.1%	-5.7%	-3.5%	10.5%	17.3%	-3.6%	8.9%	44.6%	6.8%	37.4%	-10.1%	Dec '24
PepsiCo (Defensive)	148.03	1.0%	3.8%	-5.2%	-14.5%	-11.5%	-8.2%	-7.6%	-2.7%	-8.1%	21.0%	-6.7%	-6.6%	-20.4%	May '23
Coca-Cola (Defensive)	62.56	0.5%	2.4%	-1.3%	-9.8%	-2.7%	7.5%	8.9%	0.5%	11.5%	28.3%	15.5%	21.5%	-13.1%	Sep '24
Exxon Mobil (Energy)	112.33	0.9%	5.4%	4.0%	-5.9%	-3.0%	19.8%	11.3%	4.4%	73.8%	108.8%	96.6%	23.0%	-9.7%	Oct '24
Chevron (Energy)	161.24	1.2%	5.3%	8.9%	7.7%	2.2%	17.5%	1.3%	11.3%	40.4%	74.2%	51.8%	11.7%	-6.9%	Jan '23
JPMorgan Chase (Financial)	256.54	0.9%	6.9%	8.2%	14.9%	19.6%	57.0%	44.3%	7.6%	76.6%	114.2%	73.5%	162.4%	New Peak	Jan '25
Visa (Financial)	319.61	0.7%	3.9%	0.4%	10.3%	17.7%	20.8%	22.3%	1.1%	52.4%	61.7%	47.7%	82.5%	-0.4%	Dec '24
Mastercard (Financial)	525.69	0.5%	4.2%	-0.9%	2.5%	16.8%	23.7%	24.2%	0.0%	43.8%	67.0%	44.5%	88.0%	-1.8%	Dec '24
Bank of America (Financial)	46.35	-0.6%	2.7%	2.9%	9.4%	6.7%	49.4%	33.9%	5.4%	4.7%	51.2%	8.6%	65.1%	-2.4%	Nov '24
UnitedHealth (Health)	515.68	1.0%	-1.0%	6.2%	-8.5%	-9.4%	-0.2%	-2.4%	1.9%	14.9%	85.9%	7.2%	6.7%	-17.2%	Nov '24
Johnson & Johnson (Health)	147.23	-0.4%	3.6%	0.6%	-9.8%	-4.5%	-5.3%	-4.8%	1.8%	-4.3%	13.4%	-6.4%	-3.2%	-14.2%	Apr '22
Eli Lilly (Health)	738.64	-2.5%	-7.7%	-5.1%	-19.3%	-18.2%	18.2%	33.3%	-4.3%	211.8%	464.6%	180.1%	132.0%	-22.9%	Aug '24
Union Pacific (Industrials)	234.52	-0.2%	4.1%	2.0%	-2.4%	-2.8%	1.7%	-5.1%	2.8%	2.1%	41.2%	1.4%	28.7%	-9.6%	Mar '22
Honeywell (Industrials)	223.63	0.4%	2.5%	-4.1%	2.4%	2.6%	15.4%	10.0%	-1.0%	9.5%	35.4%	15.2%	35.8%	-5.2%	Dec '24
Apple (IT)	229.96	0.7%	-2.9%	-9.3%	-0.8%	0.7%	26.5%	30.7%	-8.2%	35.1%	197.7%	28.4%	68.3%	-11.2%	Dec '24
Microsoft (IT)	431.69	1.7%	3.0%	-5.0%	3.8%	-2.3%	11.7%	12.9%	2.4%	42.8%	170.1%	32.3%	94.9%	-7.3%	Jul '24
Nvidia (IT)	137.88	3.2%	1.4%	5.7%	0.7%	16.9%	146.1%	171.2%	2.7%	412.6%	2121.7%	358.5%	1100.1%	-7.7%	Jan '25
Broadcom (IT)	236.94	3.3%	5.6%	-1.1%	30.9%	52.8%	117.6%	110.5%	2.2%	325.1%	783.9%	282.2%	475.2%	-5.0%	Dec '24
Adobe (IT)	431.96	1.2%	6.4%	-5.1%	-13.1%	-23.3%	-27.5%	-25.5%	-2.9%	-17.0%	23.5%	-23.5%	51.0%	-37.2%	Nov '21
Oracle (IT)	162.00	1.5%	4.9%	-4.3%	-7.6%	16.9%	53.9%	60.0%	-2.5%	92.9%	216.8%	93.1%	161.7%	-15.6%	Nov '24
salesforce.com (IT)	327.72	2.4%	3.1%	-6.5%	12.7%	30.8%	21.4%	27.8%	-2.0%	42.5%	80.8%	29.0%	131.6%	-10.8%	Dec '24
Linde PLC (Materials)	437.55	1.2%	5.7%	1.7%	-9.7%	-2.0%	8.9%	3.2%	4.5%	38.7%	119.7%	34.6%	65.9%	-9.8%	Oct '24
Sherwin-Williams (Materials)	357.73	1.0%	8.4%	-1.4%	-7.9%	10.2%	19.9%	9.9%	5.2%	19.2%	88.7%	8.5%	81.2%	-10.5%	Nov '24
American Tower (Real Estate)	190.08	0.01%	9.6%	-0.8%	-14.5%	-9.4%	-4.1%	-12.2%	3.6%	-16.8%	-7.2%	-27.2%	11.4%	-30.6%	Sep '21
Prologis Inc. (Real Estate)	110.78	-0.1%	6.9%	1.8%	-8.9%	-8.6%	-9.8%	-18.1%	4.8%	-21.0%	34.0%	-26.8%	17.9%	-30.6%	Apr '22
NextEra Energy (Utilities)	71.23	-0.2%	5.7%	-1.4%	-14.4%	1.8%	25.8%	21.5%	-0.6%	-7.5%	26.5%	-16.0%	4.1%	-17.5%	Dec '21
Duke Energy (Utilities)	109.74	0.6%	3.7%	1.7%	-8.1%	4.0%	18.0%	15.6%	1.9%	19.1%	43.5%	19.7%	40.1%	-8.3%	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	15.04	p	EOD	1.0%	-1.0%	-1.1%	1.4%	6.2%	4.7%	0.1%	0.1%	8.8%	-0.9%	18.7%	-2.1%	Nov '21
Moderate-60% Stock	57.93		0.7%	2.2%	-0.8%	-0.3%	2.8%	13.9%	10.7%	1.1%	10.6%	33.2%	9.0%	38.4%	-1.9%	Dec '24
Mod Agg-80% Stock	44.49	p	EOD	1.7%	-1.6%	-0.7%	2.8%	16.3%	13.1%	0.7%	13.6%	44.7%	11.7%	46.8%	-2.8%	Dec '24
Aggressive-90% Stock	26.73	p	EOD	0.4%	-1.7%	-0.7%	2.4%	16.2%	12.6%	1.1%	13.2%	50.4%	10.1%	47.0%	-3.3%	Dec '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	104212.32	4.5%	10.0%	-1.8%	54.6%	62.5%	143.8%	121.1%	11.5%	146.7%	1067.1%	124.3%	444.0%	-1.8%	Dec '24
Ethereum	3415.32	3.2%	4.5%	-12.1%	31.1%	0.8%	35.1%	46.1%	2.5%	6.3%	1899.8%	-9.2%	163.8%	-29.0%	Nov '21
BNB	723.19	2.1%	4.3%	0.9%	22.2%	27.1%	134.0%	124.4%	3.2%	52.0%	3887.8%	41.2%	166.9%	-3.6%	Dec '24
Solana	216.46	2.5%	15.4%	-2.9%	44.0%	39.1%	112.1%	86.5%	14.4%	54.7%	-	27.1%	594.5%	-16.4%	Nov '21
Bitcoin ETF	59.46	4.1%	10.4%	-2.1%	56.3%	61.4%	143.6%	-	12.1%	-	-	-	-	-2.1%	Dec '24
Grayscale Bitcoin (hi fee)	82.77	4.0%	10.2%	-2.3%	55.7%	44.4%	118.2%	113.8%	11.8%	171.1%	721.9%	141.5%	638.4%	-2.3%	Dec '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	4.84	-0.1%	-2.6%	5.6%	10.1%	11.0%	12.2%	19.1%	1.1%	128.8%	110.7%	139.9%	24.5%	-68.2%	Oct '81
10yr Treasury rate	4.61	0.02%	-3.5%	5.1%	12.5%	11.1%	12.2%	18.3%	0.7%	160.0%	150.9%	183.0%	18.1%	-70.9%	Sep '81
5yr Treasury rate	4.41	0.3%	-4.0%	3.8%	12.8%	8.3%	9.6%	14.1%	0.7%	184.9%	170.4%	223.1%	7.2%	-72.9%	Sep '81
13-week T-bill	4.20	0.05%	-0.4%	-1.0%	-7.0%	-19.2%	-19.5%	-18.8%	-0.3%	3456.8%	175.6%	7818.9%	18.8%	-75.5%	Dec '80
Crude Oil	78.19	-2.3%	2.1%	11.6%	10.6%	-5.6%	7.8%	0.1%	9.0%	-6.7%	33.6%	2.8%	-10.4%	-46.2%	Jul '08
Gold	2752.60	1.5%	1.6%	4.1%	2.3%	12.1%	37.5%	27.5%	4.7%	51.5%	76.6%	53.0%	64.8%	-1.3%	Oct '24
EUR/USD	1.03	-0.11%	-0.1%	-2.2%	-5.0%	-6.0%	-5.5%	-6.0%	-1.2%	-9.9%	-7.7%	-9.6%	5.9%	-35.7%	Apr '08
USD/JPY	156.22	-0.02%	-1.2%	1.4%	4.1%	0.3%	6.1%	11.0%	-0.5%	36.7%	41.8%	35.7%	6.5%	-3.3%	Jul '24
S&P 500 Volatility Index	15.78	-4.9%	-19.2%	-0.6%	-17.4%	9.0%	6.7%	39.4%	-9.0%	-17.8%	30.4%	-4.9%	-53.0%	-80.9%	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		-0.09%	0.4%	0.3%	0.7%	2.8%	6.6%	6.5%	0.2%	10.9%	16.8%	10.7%	15.7%	-0.1%	Jan '25
Interm Muni- JPMorgan	50.10		0.2%	0.5%	-0.5%	-0.7%	0.5%	2.1%	1.9%	-0.1%	0.7%	5.3%	-0.1%	10.9%	-1.5%	Dec '24
Interm Bond- Janus MSB	44.21		0.3%	1.2%	-0.9%	-1.7%	0.2%	2.8%	1.5%	0.1%	-4.3%	-0.5%	-5.2%	10.2%	-6.1%	Aug '21
Interm Bond- Vanguard	74.74		0.01%	1.1%	-0.8%	-1.9%	0.2%	2.7%	1.6%	0.0%	-4.8%	-0.6%	-5.9%	10.5%	-8.8%	Aug '20
Multisector Bond- Intrepid	9.08	p	EOD	0.4%	0.6%	1.9%	5.2%	10.7%	10.4%	0.6%	18.9%	42.2%	19.2%	25.3%	New Peak	Jan '25
Int’l Bond- JPMorgan	47.48		0.4%	0.8%	-0.2%	-0.2%	2.3%	4.8%	3.5%	0.5%	6.2%	12.9%	5.6%	18.7%	-0.9%	Sep '24
Long Bond- Vanguard	74.78		0.3%	1.9%	-2.5%	-4.3%	-1.7%	0.2%	-1.9%	0.0%	-15.9%	-10.8%	-17.5%	16.5%	-20.9%	Sep '21
Long CA Muni- PIMCO	9.33	p	EOD	-0.2%	-1.0%	-1.3%	0.2%	2.8%	2.9%	-0.6%	0.0%	6.7%	-1.0%	13.8%	-2.5%	Dec '24
Long Muni- iShares	56.81		0.4%	0.1%	-0.9%	-0.9%	0.5%	1.4%	1.6%	-0.8%	-1.3%	1.9%	-2.3%	9.0%	-2.7%	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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