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S&P 500

Return

79.1%

[

12.8%

annualized]

Dec 31 2020 - Nov 07 2025

-2.4%

Below
Peak
Oct '25

DJIA (Large Value)

Return

53.5%

[

9.2%

annualized]

Dec 31 2020 - Nov 07 2025

-1.5%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

23.2%

[

4.4%

annualized]

Dec 31 2020 - Nov 07 2025

-3.5%

Below
Peak
Oct '25

Performance Range:

As of Nov 08 05:20 PM EDT, next update at 05:30 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	6728.80	p	EOD	-1.6%	-0.1%	5.3%	18.9%	12.2%	23.3%	14.4%	79.5%	89.5%	40.3%	88.1%	-2.4%	Oct '25
DJIA (Large Value)	46987.10	p	EOD	-1.2%	1.4%	6.4%	13.9%	6.8%	12.9%	10.4%	44.5%	61.1%	28.4%	60.9%	-1.5%	Oct '25
Russell 2000 (Small Cap)	2432.82	p	EOD	-1.9%	-1.5%	9.7%	20.3%	1.4%	10.0%	9.1%	38.2%	42.7%	7.1%	44.1%	-3.5%	Oct '25
NASDAQ Comp (Tech/Growth)	23004.54	p	EOD	-3.0%	-0.1%	7.2%	28.3%	19.3%	28.6%	19.1%	122.2%	96.4%	45.3%	120.8%	-4.0%	Oct '25
Aggregate Bond	100.20	p	EOD	0.0%	0.5%	2.3%	4.5%	5.8%	1.3%	6.8%	17.8%	-1.2%	0.1%	17.0%	-2.3%	Dec '20
Corp Bond	110.71	p	EOD	-0.1%	0.1%	2.3%	6.2%	5.4%	0.9%	7.6%	24.8%	-1.9%	-1.5%	24.9%	-4.4%	Sep '21
High Yield Bond	80.33	p	EOD	-0.1%	0.4%	1.6%	5.3%	6.7%	8.0%	7.2%	33.3%	22.2%	14.9%	34.5%	-0.7%	Oct '25
Preferred	31.01	p	EOD	-0.1%	-0.9%	1.1%	6.2%	-0.6%	7.2%	4.2%	24.6%	11.2%	0.6%	23.5%	-2.4%	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	85.82	p	EOD	0.2%	-3.2%	-2.4%	2.5%	-7.3%	0.1%	3.5%	19.8%	36.3%	3.6%	32.9%	-10.3%	Oct '24
Consumer Discretionary/Cyclical	235.86	p	EOD	-1.7%	0.3%	5.6%	17.0%	10.6%	26.5%	5.8%	83.4%	61.2%	15.8%	74.2%	-2.6%	Nov '25
Financial Services	52.78	p	EOD	0.8%	-1.0%	2.1%	6.6%	8.9%	30.6%	10.3%	64.0%	113.4%	42.6%	83.4%	-2.5%	Sep '25
Real Estate	90.23	p	EOD	1.2%	1.1%	2.3%	3.2%	-2.1%	4.8%	4.3%	26.2%	32.2%	-9.1%	33.4%	-9.8%	Dec '21
Communication Services	112.11	p	EOD	-2.4%	-2.4%	4.5%	16.0%	17.9%	34.7%	16.8%	151.8%	86.2%	49.0%	142.9%	-5.8%	Sep '25
Energy	89.54	p	EOD	1.6%	2.0%	6.3%	10.4%	-1.3%	5.6%	7.1%	12.1%	228.8%	79.1%	23.9%	-4.9%	Nov '24
Industrials	153.33	p	EOD	-1.1%	0.0%	2.1%	13.5%	9.6%	17.3%	17.6%	68.2%	96.9%	55.1%	89.7%	-1.6%	Oct '25
Technology	288.16	p	EOD	-4.2%	-0.7%	8.5%	32.8%	22.3%	21.6%	24.5%	143.8%	148.4%	69.2%	153.0%	-5.3%	Oct '25
Consumer Staples/Defensive	76.71	p	EOD	0.6%	-1.7%	-6.4%	-3.9%	-2.5%	12.2%	-0.5%	15.6%	34.8%	9.8%	22.8%	-7.2%	Aug '25
Healthcare	146.14	p	EOD	1.3%	1.4%	12.8%	11.2%	-1.0%	2.5%	7.6%	16.8%	42.7%	11.4%	26.0%	-5.0%	Sep '24
Utilities	89.69	p	EOD	0.7%	-1.0%	4.8%	13.3%	16.6%	23.3%	21.0%	49.7%	60.1%	41.9%	60.0%	-3.5%	Oct '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	139.54	p	EOD	-1.3%	0.1%	5.8%	18.0%	16.9%	17.4%	19.7%	79.5%	78.7%	39.5%	89.6%	-2.1%	Oct '25
MSCI Emerging Markets	54.55	p	EOD	-1.4%	1.1%	10.3%	22.6%	25.4%	6.5%	31.7%	64.0%	26.5%	20.5%	69.8%	-2.6%	Oct '25
FTSE Europe	79.98	p	EOD	-0.4%	-0.1%	3.3%	9.8%	24.3%	1.9%	28.7%	71.2%	70.0%	31.2%	92.2%	-2.1%	Oct '25
MSCI Japan	83.29	p	EOD	-0.2%	2.1%	6.9%	16.6%	22.8%	7.0%	25.1%	72.3%	43.6%	32.4%	80.4%	-0.8%	Oct '25
MSCI India	53.75	p	EOD	-0.4%	1.8%	3.1%	2.6%	-0.4%	8.6%	2.1%	26.6%	58.6%	16.4%	33.8%	-8.5%	Sep '24
MSCI China	63.61	p	EOD	0.1%	-2.3%	9.3%	20.6%	32.4%	17.7%	37.1%	76.7%	-13.9%	10.6%	69.9%	-27.9%	Feb '21
International Bond	49.62	p	EOD	-0.2%	0.7%	1.2%	2.2%	3.9%	3.6%	3.3%	15.8%	0.4%	1.9%	18.0%	-0.9%	Dec '20
iShares Latin America	30.25	p	EOD	2.8%	8.4%	17.2%	21.7%	30.3%	-23.1%	48.1%	46.6%	74.2%	67.6%	50.5%	New Peak	Nov '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	616.89	p	EOD	-1.6%	0.0%	5.6%	19.6%	13.6%	25.0%	15.6%	87.3%	103.7%	48.4%	96.6%	-2.4%	Oct '25
US Large Growth	471.43	p	EOD	-2.9%	-0.7%	5.8%	26.0%	18.7%	33.1%	17.7%	128.2%	115.9%	56.9%	130.4%	-4.1%	Oct '25
US Large Value	204.42	p	EOD	-0.1%	0.4%	4.9%	11.5%	6.6%	14.2%	11.9%	46.6%	75.7%	30.7%	58.7%	-1.5%	Oct '25

US MidCap Blend	289.11	p	EOD	-0.6%	-1.4%	2.3%	10.9%	6.2%	15.3%	10.8%	52.4%	62.9%	21.1%	61.5%	-2.4%	Oct '25
US MidCap Growth	285.42	p	EOD	-2.2%	-3.5%	0.5%	11.7%	9.5%	16.4%	13.0%	67.0%	53.3%	16.7%	72.2%	-4.3%	Oct '25
US MidCap Value	173.53	p	EOD	0.7%	0.3%	3.8%	10.1%	3.3%	14.0%	9.1%	40.1%	72.5%	25.7%	52.0%	-1.0%	Oct '25

US Small Blend	253.41	p	EOD	-0.6%	-0.9%	5.9%	14.2%	1.5%	14.2%	6.6%	46.7%	58.1%	17.9%	53.0%	-2.6%	Oct '25
US Small Growth	321.04	p	EOD	-2.9%	-1.7%	10.2%	23.0%	4.4%	15.0%	12.0%	54.3%	35.2%	11.2%	57.8%	-4.2%	Oct '25
US Small Value	175.79	p	EOD	-0.8%	-1.1%	9.6%	18.9%	0.6%	7.6%	8.4%	33.1%	67.1%	12.6%	41.8%	-3.2%	Oct '25

Foreign Large Blend	94.30	p	EOD	-0.2%	0.4%	4.3%	11.6%	22.8%	3.5%	26.9%	68.5%	60.3%	32.2%	83.9%	-1.5%	Oct '25
Foreign Growth	114.31	p	EOD	-1.2%	-1.0%	3.6%	8.9%	14.7%	1.5%	19.2%	52.8%	29.8%	9.1%	65.4%	-2.8%	Oct '25
Foreign Value	69.08	p	EOD	0.9%	2.0%	5.1%	14.3%	31.0%	5.4%	34.5%	84.8%	94.4%	58.2%	103.1%	-0.1%	Oct '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	23.77	p	EOD	0.3%	0.5%	0.2%	3.0%	4.8%	8.3%	3.7%	30.0%	34.4%	25.5%	31.2%	-0.5%	Sep '25
Ultra Short- Janus AAA CLO	50.58	p	EOD	0.1%	0.4%	1.3%	2.8%	5.2%	7.4%	4.3%	23.3%	24.3%	21.6%	23.8%	New Peak	Nov '25
Bank Loan- Invesco	20.93	p	EOD	0.1%	0.7%	1.7%	4.1%	6.3%	8.2%	5.4%	28.6%	31.7%	25.2%	31.5%	New Peak	Nov '25
Interval CEF- Cliffwater	10.58	p	EOD	0.2%	0.7%	1.8%	4.4%	9.1%	12.6%	7.5%	34.8%	56.6%	39.2%	35.6%	New Peak	Nov '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	52.21	p	EOD	-1.7%	-0.5%	3.5%	18.5%	10.8%	27.9%	14.6%	86.3%	147.6%	81.7%	100.6%	-3.0%	Oct '25
Int’l Min Volatility- Franklin	35.98	p	EOD	1.5%	2.3%	6.9%	14.2%	22.7%	15.9%	21.5%	69.8%	120.2%	70.5%	83.1%	New Peak	Nov '25
MidCap 30 - Hennessy (hi fee)	24.07	p	EOD	-1.6%	-0.7%	5.3%	11.3%	14.8%	62.3%	1.1%	188.4%	349.0%	211.2%	219.9%	-6.6%	Dec '24
Small Value- Avantis	97.74	p	EOD	-0.1%	-2.1%	6.2%	14.2%	-3.5%	9.3%	2.6%	34.0%	127.5%	29.2%	48.3%	-6.5%	Nov '24
Mid Value- Pacer Cash Cows	57.87	p	EOD	-0.1%	0.8%	4.7%	10.9%	-1.5%	10.6%	3.8%	28.6%	117.2%	31.5%	42.3%	-4.1%	Nov '24
Growth- S&P Momentum	118.53	p	EOD	-2.6%	-2.4%	1.3%	20.8%	23.3%	45.8%	25.4%	112.4%	138.1%	92.6%	136.6%	-4.5%	Oct '25
Invesco S&P Quality	73.45	p	EOD	-0.8%	-0.6%	2.4%	9.5%	8.3%	25.4%	10.5%	75.0%	97.0%	45.2%	91.4%	-2.1%	Oct '25
Rotation Factor- BlackRock	59.82	p	EOD	-1.7%	0.5%	5.8%	21.0%	15.7%	30.3%	17.8%	110.0%	125.7%	65.9%	124.8%	-2.4%	Oct '25
US Min Volatility- Fidelity	65.56	p	EOD	-0.4%	-1.0%	3.3%	10.5%	6.5%	16.1%	9.4%	50.4%	73.1%	33.1%	62.4%	-1.5%	Oct '25
Derivative Income- JPMorgan	56.45	p	EOD	-0.1%	-0.2%	2.6%	5.8%	2.1%	12.6%	5.1%	32.8%	59.0%	26.0%	43.8%	-1.4%	Oct '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	15.70	p	EOD	-0.1%	-1.3%	-0.8%	3.8%	7.5%	12.1%	5.7%	31.3%	36.1%	33.3%	32.8%	-2.4%	Aug '25
Multistrategy- AQR	14.17	p	EOD	0.2%	1.9%	5.6%	9.3%	17.2%	13.3%	15.1%	41.0%	92.5%	63.0%	45.7%	-0.4%	Nov '25
Long Short- AQR	20.18	p	EOD	-0.3%	1.7%	6.9%	13.3%	29.7%	30.5%	26.0%	123.7%	244.5%	152.0%	140.3%	-0.8%	Nov '25
Mkt Neutral- BlackRock	14.45	p	EOD	-0.1%	0.3%	3.3%	4.7%	15.1%	21.4%	12.9%	61.1%	66.3%	61.3%	61.9%	-2.4%	Sep '25
Multi Strategy- Variant	26.63	p	EOD	0.1%	0.6%	1.9%	3.6%	7.3%	5.1%	6.0%	23.3%	46.1%	28.4%	24.1%	New Peak	Nov '25
Long Short- First Trust	70.92	p	EOD	-0.1%	1.7%	6.1%	11.5%	9.4%	18.8%	8.7%	51.0%	69.2%	43.1%	58.2%	-0.7%	Nov '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)	278.83	p	EOD	-0.8%	15.4%	38.6%	82.9%	57.0%	36.0%	47.8%	221.5%	218.8%	93.6%	187.8%	-2.1%	Nov '25
Meta (Communications)	621.71	p	EOD	-4.1%	-15.2%	-19.1%	5.1%	5.8%	66.0%	6.4%	516.5%	124.4%	84.8%	390.6%	-21.2%	Aug '25
Amazon (Cyclical)	244.41	p	EOD	0.1%	7.3%	9.8%	26.6%	17.4%	44.4%	11.4%	183.7%	55.5%	43.4%	116.5%	-3.8%	Nov '25
Tesla (Cyclical)	429.52	p	EOD	-5.9%	-1.4%	30.3%	44.0%	33.7%	62.5%	6.4%	141.9%	205.9%	7.4%	97.7%	-10.5%	Dec '24
Procter & Gamble (Defensive)	146.98	p	EOD	-2.3%	-1.7%	-3.6%	-5.5%	-10.0%	17.3%	-10.0%	16.2%	20.7%	-0.3%	28.3%	-16.0%	Dec '24
PepsiCo (Defensive)	142.95	p	EOD	-2.1%	-1.2%	-0.6%	11.9%	-10.1%	-7.6%	-3.2%	-11.9%	20.1%	-7.2%	-7.2%	-20.8%	May '23
Coca-Cola (Defensive)	70.55	p	EOD	2.4%	6.3%	1.1%	1.5%	13.7%	8.9%	15.8%	31.4%	56.1%	33.1%	40.0%	-3.1%	Apr '25
Exxon Mobil (Energy)	117.22	p	EOD	2.5%	3.8%	10.8%	11.3%	0.3%	11.3%	12.0%	19.3%	294.3%	110.8%	31.9%	-3.1%	Oct '24
Chevron (Energy)	155.02	p	EOD	-1.7%	2.2%	1.1%	14.6%	3.3%	1.3%	10.8%	-1.5%	142.3%	51.1%	11.2%	-7.4%	Jan '23
JPMorgan Chase (Financial)	314.21	p	EOD	1.0%	2.8%	9.3%	25.4%	35.4%	44.3%	33.9%	160.8%	206.0%	115.8%	226.5%	-0.1%	Sep '25
Visa (Financial)	336.02	p	EOD	-1.4%	-3.2%	-0.1%	-4.4%	9.9%	22.3%	6.9%	76.9%	63.7%	56.1%	92.9%	-9.8%	Jun '25
Mastercard (Financial)	551.97	p	EOD	0.0%	-2.2%	-3.8%	-2.7%	5.8%	24.2%	5.4%	78.0%	64.8%	52.3%	98.2%	-7.7%	Aug '25
Bank of America (Financial)	53.20	p	EOD	-0.5%	6.8%	16.3%	28.8%	20.7%	33.9%	23.2%	57.7%	116.5%	26.9%	92.9%	-0.7%	Nov '25
UnitedHealth (Health)	324.21	p	EOD	-5.1%	-11.8%	30.0%	-13.7%	-46.2%	-2.4%	-34.8%	-36.9%	0.2%	-31.4%	-31.7%	-47.0%	Nov '24
Johnson & Johnson (Health)	186.57	p	EOD	-1.2%	-2.4%	8.4%	22.9%	23.9%	-4.8%	32.1%	18.5%	47.3%	21.5%	25.6%	-3.7%	Oct '25
Eli Lilly (Health)	924.37	p	EOD	7.1%	8.1%	48.1%	26.4%	12.0%	33.3%	20.5%	160.9%	586.9%	252.6%	192.0%	-3.0%	Aug '24
Union Pacific (Industrials)	221.48	p	EOD	0.5%	-4.3%	0.3%	3.6%	-6.1%	-5.1%	-1.1%	16.9%	25.0%	-2.5%	23.7%	-13.1%	Mar '22
Honeywell (Industrials)	194.07	p	EOD	-3.6%	0.8%	-4.3%	-2.3%	-4.2%	10.0%	-7.4%	4.7%	15.6%	7.8%	27.0%	-13.9%	Jul '25
Nvidia (IT)	188.15	p	EOD	-7.1%	-2.3%	3.0%	61.3%	27.5%	171.2%	40.1%	1267.4%	1284.5%	525.8%	1538.1%	-9.1%	Oct '25
Broadcom (IT)	349.43	p	EOD	-5.5%	1.3%	14.8%	68.5%	92.1%	110.5%	51.8%	683.5%	941.1%	467.6%	754.3%	-9.5%	Oct '25
Adobe (IT)	326.95	p	EOD	-3.9%	-5.9%	-4.1%	-14.7%	-33.9%	-25.5%	-26.5%	9.4%	-30.6%	-42.1%	14.3%	-52.5%	Nov '21
Oracle (IT)	239.26	p	EOD	-8.9%	-19.4%	-4.1%	59.8%	27.7%	60.0%	45.0%	228.2%	351.3%	187.4%	289.3%	-27.0%	Sep '25
salesforce.com (IT)	239.88	p	EOD	-7.9%	-2.2%	-0.1%	-12.6%	-25.0%	27.8%	-27.9%	70.6%	-6.5%	-5.1%	70.4%	-34.4%	Dec '24
Linde PLC (Materials)	420.51	p	EOD	0.5%	-10.1%	-10.7%	-6.6%	-7.3%	3.2%	1.4%	38.9%	80.0%	30.7%	61.0%	-13.0%	Sep '25
Sherwin-Williams (Materials)	340.16	p	EOD	-1.4%	0.8%	-3.2%	-3.4%	-11.3%	9.9%	0.7%	55.1%	44.9%	3.8%	73.5%	-14.3%	Nov '24
American Tower (Real Estate)	177.95	p	EOD	-0.6%	-4.1%	-13.1%	-17.0%	-8.8%	-12.2%	-0.5%	-3.2%	-15.2%	-30.1%	6.9%	-33.4%	Sep '21
Prologis Inc. (Real Estate)	125.60	p	EOD	1.2%	8.3%	19.9%	21.3%	12.4%	-18.1%	22.1%	25.7%	37.5%	-14.8%	37.4%	-19.2%	Apr '22
NextEra Energy (Utilities)	83.93	p	EOD	3.1%	-0.1%	16.8%	24.8%	12.4%	21.5%	19.9%	16.8%	25.7%	1.4%	25.7%	-2.4%	Oct '25
Duke Energy (Utilities)	123.66	p	EOD	-0.5%	-1.3%	-0.5%	4.9%	13.3%	15.6%	17.9%	49.6%	61.2%	38.6%	62.2%	-4.2%	Oct '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	15.96	p	EOD	-0.3%	0.3%	2.8%	6.6%	9.9%	6.8%	8.7%	30.0%	16.9%	9.8%	31.5%	-0.9%	Oct '25
Moderate-60% Stock	64.60	p	EOD	-0.8%	-0.1%	4.4%	12.6%	12.5%	10.7%	14.5%	49.6%	45.8%	23.6%	56.9%	-1.5%	Oct '25
Mod Agg-80% Stock	51.27	p	EOD	-1.0%	-0.4%	5.0%	15.2%	18.9%	17.5%	17.1%	68.6%	74.5%	36.0%	78.6%	-1.8%	Oct '25
Aggressive-90% Stock	31.21	p	EOD	-1.2%	-0.3%	5.5%	17.1%	17.2%	14.8%	18.1%	71.1%	78.6%	35.5%	81.0%	-1.9%	Oct '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	102287.02		-1.0%	-6.6%	-17.1%	-12.3%	-0.9%	33.6%	121.9%	9.5%	451.7%	557.1%	120.2%	433.9%	-18.0%	Oct '25
Ethereum	3401.15		-1.0%	-11.6%	-24.9%	-15.2%	54.1%	14.8%	44.8%	2.1%	155.2%	648.0%	-9.6%	162.7%	-29.6%	Aug '25
BNB	996.07		0.6%	-8.5%	-23.8%	25.5%	58.4%	66.6%	123.3%	42.1%	204.0%	3332.6%	94.5%	267.6%	-24.0%	Oct '25
Solana	157.86		-2.4%	-15.7%	-31.1%	-10.7%	-3.7%	-21.0%	78.0%	-16.6%	553.6%	8148.7%	-7.3%	406.5%	-39.7%	Jan '25
Bitcoin ETF	58.88	p	EOD	-5.5%	-16.0%	-11.0%	2.2%	34.8%	-	11.0%	-	-	-	-	-17.4%	Oct '25
Grayscale Bitcoin (hi fee)	81.30	p	EOD	-5.5%	-16.0%	-11.2%	1.7%	33.2%	136.7%	9.8%	751.9%	413.1%	162.6%	702.8%	-17.4%	Oct '25
Bloomberg Commodities	22.15	p	EOD	0.1%	0.7%	7.8%	7.6%	13.8%	5.5%	12.2%	5.7%	68.6%	23.8%	7.4%	-9.8%	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	4.70	p	EOD	0.6%	-0.5%	-3.2%	-2.8%	5.0%	19.1%	-1.8%	10.4%	193.9%	133.1%	21.0%	-7.9%	Oct '23
10yr Treasury rate	4.09	p	EOD	-0.2%	-0.9%	-4.5%	-6.4%	-4.9%	18.3%	-10.5%	-0.8%	399.1%	151.4%	4.9%	-17.9%	Oct '23
5yr Treasury rate	3.68	p	EOD	-1.0%	-1.1%	-3.9%	-7.9%	-12.2%	14.1%	-16.0%	-14.5%	913.8%	169.6%	-10.5%	-25.8%	Oct '23
13-week T-bill	3.76	p	EOD	1.0%	-2.2%	-9.1%	-10.9%	-15.1%	-18.8%	-10.7%	-8.1%	4426.5%	6988.7%	6.3%	-29.7%	Oct '23
Crude Oil	59.75	p	EOD	-2.0%	-4.5%	-6.5%	-0.3%	-15.1%	0.1%	-16.7%	-32.8%	60.9%	-21.5%	-31.5%	-51.7%	Mar '22
Gold	3999.40	p	EOD	0.4%	-1.1%	16.3%	21.3%	48.8%	27.5%	52.1%	133.6%	105.1%	122.3%	139.4%	-7.8%	Oct '25
EUR/USD	1.16		0.2%	0.0%	-0.5%	-0.6%	3.1%	7.2%	-6.0%	11.2%	15.5%	-2.1%	1.7%	19.2%	-6.2%	Jan '21
USD/JPY	152.95	p	EOD	-0.6%	0.2%	3.6%	4.7%	-0.2%	11.0%	-2.6%	4.3%	47.6%	32.8%	4.2%	-5.4%	Jul '24
S&P 500 Volatility Index	19.08	p	EOD	9.4%	17.1%	25.9%	-15.1%	27.7%	39.4%	10.0%	-25.3%	-23.3%	14.9%	-43.2%	-63.5%	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	50.82	p	EOD	0.1%	0.4%	1.4%	3.2%	5.9%	6.5%	5.3%	21.5%	17.9%	16.4%	21.5%	New Peak	Oct '25
Interm Muni- JPMorgan	50.66	p	EOD	0.0%	0.8%	3.5%	4.2%	3.8%	1.9%	4.0%	16.5%	7.2%	3.9%	15.4%	-0.1%	Oct '25
Interm Bond- Janus MSB	45.76	p	EOD	0.2%	0.8%	3.3%	5.7%	7.1%	1.5%	8.1%	19.7%	2.6%	2.4%	19.1%	-0.5%	Oct '25
Interm Bond- Vanguard	78.06	p	EOD	0.1%	0.4%	2.1%	5.0%	7.1%	1.6%	8.0%	19.9%	-0.7%	1.7%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.03	p	EOD	-0.2%	0.0%	1.9%	6.1%	7.8%	10.4%	6.8%	32.8%	46.2%	26.7%	33.2%	-0.4%	Oct '25
Int’l Bond- JPMorgan	48.91	p	EOD	0.0%	0.6%	1.8%	4.5%	7.4%	3.5%	7.6%	24.9%	16.8%	13.2%	27.1%	-0.6%	Oct '25
Long Bond- Vanguard	76.77	p	EOD	-0.4%	-0.5%	2.9%	7.8%	3.5%	-1.9%	7.5%	26.0%	-11.8%	-11.3%	25.2%	-14.9%	Sep '21
Long CA Muni- PIMCO	9.46	p	EOD	0.0%	0.7%	4.1%	4.5%	3.6%	2.9%	3.8%	20.6%	8.8%	3.4%	18.8%	-0.2%	Oct '25
Long Muni- iShares	57.43	p	EOD	0.0%	0.9%	4.0%	4.8%	3.0%	1.6%	2.8%	14.3%	3.2%	1.4%	13.2%	-0.1%	Oct '25

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Russell 2000 (Small Cap)

BelowPeak Oct '25

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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Below
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Oct '25

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Oct '25

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Oct '25