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S&P 500

Return

78.5%

[

12.6%

annualized]

Dec 31 2020 - Nov 24 2025

-2.7%

Below
Peak
Oct '25

DJIA (Large Value)

Return

51.8%

[

8.9%

annualized]

Dec 31 2020 - Nov 24 2025

-3.7%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

22.3%

[

4.2%

annualized]

Dec 31 2020 - Nov 24 2025

-4.2%

Below
Peak
Oct '25

Performance Range:

As of Nov 24 11:20 PM EDT, next update on next 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	6705.12	1.5%	1.3%	-1.3%	4.1%	15.5%	12.0%	23.3%	14.0%	66.5%	84.7%	39.8%	87.4%	-2.7%	Oct '25
DJIA (Large Value)	46448.27	0.4%	0.8%	-1.6%	2.6%	11.6%	3.8%	12.9%	9.2%	35.2%	55.5%	27.0%	59.0%	-3.7%	Nov '25
Russell 2000 (Small Cap)	2414.28	1.9%	2.8%	-3.9%	3.2%	18.4%	-1.1%	10.0%	8.3%	29.2%	30.9%	6.2%	43.0%	-4.2%	Oct '25
NASDAQ Comp (Tech/Growth)	22872.01	2.7%	2.0%	-1.4%	6.6%	22.1%	20.0%	28.6%	18.4%	103.7%	89.1%	44.5%	119.6%	-4.5%	Oct '25
Aggregate Bond	100.64	0.2%	0.6%	-0.2%	2.4%	5.6%	6.0%	1.3%	7.3%	14.1%	-1.5%	0.6%	17.5%	-1.9%	Dec '20
Corp Bond	111.36	0.4%	0.9%	-0.8%	2.4%	7.1%	6.1%	0.9%	8.2%	17.5%	-3.0%	-0.9%	25.6%	-3.9%	Sep '21
High Yield Bond	80.59	0.3%	0.6%	-0.1%	1.3%	5.1%	7.0%	8.0%	7.5%	28.3%	22.0%	15.3%	35.0%	-0.3%	Oct '25
Preferred	30.59	0.4%	-0.1%	-2.8%	-1.7%	5.1%	-0.5%	7.2%	2.8%	16.6%	8.3%	-0.8%	21.8%	-3.7%	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	86.52	0.2%	1.2%	-2.8%	-5.2%	2.0%	-7.2%	0.1%	4.3%	11.5%	33.9%	4.4%	34.0%	-9.6%	Oct '24
Consumer Discretionary/Cyclical	228.51	1.3%	1.8%	-3.9%	-1.6%	8.9%	4.6%	26.5%	2.5%	64.5%	50.7%	12.2%	68.8%	-5.6%	Nov '25
Financial Services	51.89	0.4%	1.0%	-2.3%	-2.3%	4.4%	3.1%	30.6%	8.5%	51.2%	98.5%	40.1%	80.3%	-4.1%	Sep '25
Real Estate	89.81	0.3%	0.7%	-2.8%	-1.1%	5.1%	-4.3%	4.8%	3.8%	17.0%	27.7%	-9.5%	32.8%	-10.2%	Dec '21
Communication Services	113.01	1.0%	1.1%	-2.2%	1.7%	13.5%	17.4%	34.7%	17.8%	132.3%	81.7%	50.2%	144.9%	-5.0%	Sep '25
Energy	89.17	-0.3%	-2.1%	1.2%	1.8%	10.6%	-3.4%	5.6%	6.7%	7.6%	174.9%	78.3%	23.4%	-5.3%	Nov '24
Industrials	150.00	0.2%	0.1%	-3.2%	-0.7%	7.3%	6.1%	17.3%	15.0%	55.3%	82.1%	51.8%	85.5%	-3.7%	Oct '25
Technology	279.71	2.4%	0.2%	-4.7%	7.0%	23.7%	20.5%	21.6%	20.9%	114.2%	138.6%	64.2%	145.6%	-8.0%	Oct '25
Consumer Staples/Defensive	77.00	-1.2%	-0.1%	-2.6%	-4.4%	-4.3%	-3.9%	12.2%	-0.2%	9.4%	31.2%	10.2%	23.3%	-6.8%	Aug '25
Healthcare	155.26	0.4%	1.7%	6.3%	14.5%	20.2%	8.7%	2.5%	14.4%	19.0%	55.1%	18.3%	33.8%	New Peak	Nov '25
Utilities	89.15	1.1%	-0.1%	-2.5%	5.5%	11.5%	12.5%	23.3%	20.2%	37.9%	61.4%	41.0%	59.0%	-4.0%	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	138.36	1.1%	0.7%	-1.8%	3.8%	14.0%	16.4%	17.4%	18.7%	65.1%	71.7%	38.3%	88.0%	-2.9%	Oct '25
MSCI Emerging Markets	53.66	1.1%	-0.7%	-2.6%	6.6%	17.2%	27.2%	6.5%	29.6%	53.1%	21.2%	18.6%	67.0%	-4.2%	Oct '25
FTSE Europe	78.89	-0.3%	-0.5%	-3.0%	0.1%	5.4%	25.1%	1.9%	27.0%	53.7%	59.4%	29.4%	89.5%	-4.1%	Nov '25
MSCI Japan	81.74	0.7%	1.2%	-0.9%	3.4%	12.8%	22.3%	7.0%	22.8%	54.2%	36.7%	30.0%	77.0%	-3.1%	Nov '25
MSCI India	54.22	0.02%	-0.7%	-0.5%	1.9%	-0.7%	-0.5%	8.6%	3.0%	26.5%	58.3%	17.5%	35.0%	-7.7%	Sep '24
MSCI China	61.96	1.7%	-0.7%	-4.0%	0.7%	14.2%	37.5%	17.7%	33.5%	57.9%	-15.3%	7.7%	65.5%	-29.8%	Feb '21
International Bond	49.52	-0.08%	0.0%	-0.3%	1.4%	2.2%	3.0%	3.6%	3.1%	13.2%	-0.5%	1.7%	17.7%	-1.1%	Dec '20
iShares Latin America	29.97	0.5%	-0.6%	4.7%	12.2%	19.3%	31.9%	-23.1%	46.7%	49.5%	56.6%	66.0%	49.1%	-3.7%	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	614.94	1.5%	1.3%	-1.2%	4.4%	16.2%	13.4%	25.0%	15.2%	73.6%	98.5%	47.9%	96.0%	-2.7%	Oct '25
US Large Growth	467.73	2.2%	1.5%	-2.0%	5.3%	20.0%	19.1%	33.1%	16.8%	108.4%	110.7%	55.6%	128.6%	-4.9%	Oct '25
US Large Value	204.48	0.7%	1.1%	-0.9%	2.5%	10.8%	4.6%	14.2%	11.9%	37.7%	68.2%	30.8%	58.7%	-1.7%	Nov '25

US MidCap Blend	283.05	0.2%	0.1%	-4.0%	-1.6%	7.0%	1.3%	15.3%	8.4%	39.0%	52.8%	18.6%	58.1%	-4.4%	Oct '25
US MidCap Growth	274.71	0.7%	0.1%	-7.0%	-3.9%	4.2%	2.3%	16.4%	8.8%	48.9%	42.0%	12.3%	65.8%	-7.9%	Oct '25
US MidCap Value	172.77	0.4%	0.7%	-1.3%	0.7%	9.4%	0.6%	14.0%	8.6%	30.9%	63.8%	25.2%	51.4%	-1.8%	Nov '25

US Small Blend	249.66	1.0%	1.7%	-3.5%	0.0%	11.3%	-3.2%	14.2%	5.0%	34.5%	46.1%	16.2%	50.7%	-4.0%	Oct '25
US Small Growth	316.08	2.5%	3.0%	-4.7%	4.1%	18.8%	1.2%	15.0%	10.2%	42.3%	24.8%	9.5%	55.4%	-5.6%	Oct '25
US Small Value	175.94	1.2%	2.5%	-3.1%	2.7%	19.2%	-1.3%	7.6%	8.5%	26.1%	52.4%	12.7%	41.9%	-3.1%	Oct '25

Foreign Large Blend	92.73	0.09%	-0.1%	-2.4%	0.8%	7.2%	22.7%	3.5%	24.8%	51.2%	50.8%	30.0%	80.8%	-4.0%	Nov '25
Foreign Growth	111.01	0.06%	-0.4%	-5.0%	-0.3%	3.4%	13.4%	1.5%	15.8%	34.6%	24.0%	6.0%	60.6%	-5.6%	Oct '25
Foreign Value	68.55	0.03%	0.1%	0.1%	1.7%	10.6%	31.7%	5.4%	33.5%	68.3%	79.3%	57.0%	101.5%	-3.4%	Nov '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	23.70	0.3%	0.0%	0.5%	-0.3%	1.7%	4.0%	8.3%	3.4%	28.5%	32.6%	25.1%	30.8%	-0.8%	Sep '25
Ultra Short- Janus AAA CLO	50.68	-0.02%	0.1%	0.5%	1.2%	2.7%	5.1%	7.4%	4.5%	22.4%	24.0%	21.8%	24.0%	New Peak	Nov '25
Bank Loan- Invesco	20.84	-0.4%	-0.4%	0.0%	1.0%	3.2%	5.4%	8.2%	4.9%	27.8%	29.3%	24.6%	30.9%	-0.6%	Nov '25
Interval CEF- Cliffwater	10.62	0%	0.1%	0.7%	1.9%	4.2%	8.9%	12.6%	7.9%	34.7%	55.5%	39.7%	36.1%	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	52.01	1.6%	1.6%	-1.7%	2.8%	15.1%	11.0%	27.9%	14.2%	75.6%	133.1%	81.0%	99.9%	-3.4%	Oct '25
Int’l Min Volatility- Franklin	36.37	-0.4%	0.2%	2.5%	5.2%	13.6%	22.6%	15.9%	22.8%	64.7%	105.8%	72.4%	85.0%	-1.2%	Nov '25
MidCap 30 - Hennessy (hi fee)	23.58	1.9%	0.6%	-3.6%	-1.9%	6.6%	9.4%	62.3%	-0.9%	176.2%	304.8%	204.9%	213.4%	-8.5%	Dec '24
Small Value- Avantis	97.58	0.8%	2.0%	-2.3%	-0.6%	13.1%	-6.7%	9.3%	2.4%	28.8%	93.1%	29.0%	48.1%	-6.7%	Nov '24
Mid Value- Pacer Cash Cows	58.16	0.2%	0.0%	0.3%	1.3%	10.1%	-3.6%	10.6%	4.3%	25.7%	95.6%	32.2%	43.0%	-3.6%	Nov '24
Growth- S&P Momentum	116.94	2.3%	0.9%	-3.9%	0.8%	14.1%	23.3%	45.8%	23.8%	106.5%	143.2%	90.0%	133.4%	-5.8%	Oct '25
Invesco S&P Quality	73.03	0.3%	1.1%	-2.0%	1.6%	6.4%	7.4%	25.4%	9.9%	65.3%	92.8%	44.4%	90.3%	-2.6%	Oct '25
Rotation Factor- BlackRock	59.58	1.6%	1.1%	-0.6%	4.9%	17.5%	15.3%	30.3%	17.3%	99.0%	114.7%	65.2%	123.9%	-2.7%	Oct '25
US Min Volatility- Fidelity	66.35	1.1%	1.5%	0.6%	3.4%	11.0%	7.8%	16.1%	10.7%	45.2%	70.4%	34.7%	64.4%	-0.5%	Nov '25
Derivative Income- JPMorgan	56.84	0.4%	1.0%	-0.5%	1.6%	6.8%	2.0%	12.6%	5.9%	28.9%	57.5%	26.9%	44.8%	-0.8%	Nov '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	15.62	-0.4%	-0.8%	-0.7%	-2.3%	2.2%	5.3%	12.1%	5.2%	30.1%	33.7%	32.6%	32.1%	-2.9%	Aug '25
Multistrategy- AQR	14.08	0.3%	-0.5%	0.4%	3.6%	7.2%	16.0%	13.3%	14.4%	41.7%	88.3%	62.0%	44.8%	-1.7%	Nov '25
Long Short- AQR	20.37	0.6%	0.0%	2.1%	6.0%	11.4%	29.6%	30.5%	27.2%	119.4%	242.2%	154.4%	142.6%	-0.8%	Nov '25
Mkt Neutral- BlackRock	14.58	0.1%	-0.5%	0.7%	2.6%	4.9%	15.3%	21.4%	13.9%	62.4%	68.4%	62.8%	63.4%	-1.5%	Sep '25
Multi Strategy- Variant	26.72	0%	0.2%	0.5%	2.1%	3.8%	7.2%	5.1%	6.3%	23.3%	46.3%	28.8%	24.5%	New Peak	Nov '25
Long Short- First Trust	70.67	0.6%	0.8%	0.8%	4.8%	9.4%	9.1%	18.8%	8.3%	47.5%	74.1%	42.6%	57.6%	-1.8%	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)	318.58	6.3%	12.1%	22.6%	52.9%	89.5%	90.9%	36.0%	68.8%	229.1%	263.7%	121.2%	228.8%	New Peak	Nov '25
Meta (Communications)	613.05	3.2%	2.6%	-17.0%	-18.6%	-2.1%	8.8%	66.0%	4.9%	453.7%	123.8%	82.2%	383.8%	-22.3%	Aug '25
Amazon (Cyclical)	226.28	2.5%	1.7%	0.9%	-0.7%	12.6%	12.3%	44.4%	3.1%	142.2%	42.1%	32.8%	100.4%	-10.9%	Nov '25
Tesla (Cyclical)	417.78	6.8%	4.1%	-3.7%	20.5%	23.1%	23.4%	62.5%	3.5%	128.5%	118.4%	4.5%	92.3%	-12.9%	Dec '24
Procter & Gamble (Defensive)	146.98	-2.6%	0.0%	-3.6%	-5.2%	-10.2%	-15.0%	17.3%	-10.0%	8.1%	20.1%	-0.3%	28.3%	-16.0%	Dec '24
PepsiCo (Defensive)	145.50	-0.6%	-2.2%	-4.0%	-0.9%	14.8%	-7.3%	-7.6%	-1.5%	-13.1%	17.4%	-5.6%	-5.5%	-19.4%	May '23
Coca-Cola (Defensive)	72.59	-0.5%	1.9%	4.1%	6.1%	2.6%	16.1%	8.9%	19.2%	26.7%	59.5%	37.0%	44.1%	-0.5%	Nov '25
Exxon Mobil (Energy)	115.97	-0.9%	-2.6%	1.4%	4.7%	14.6%	0.2%	11.3%	11.8%	13.6%	247.7%	110.4%	31.7%	-3.3%	Oct '24
Chevron (Energy)	149.75	-0.2%	-2.5%	-2.7%	-4.3%	12.1%	-2.3%	1.3%	8.2%	-7.5%	101.0%	47.6%	8.6%	-9.5%	Jan '23
JPMorgan Chase (Financial)	298.00	-0.01%	-0.5%	-0.8%	1.5%	15.4%	21.6%	44.3%	26.9%	134.7%	178.0%	104.7%	209.7%	-7.0%	Nov '25
Visa (Financial)	329.30	0.4%	2.5%	-5.0%	-5.4%	-6.5%	5.9%	22.3%	4.9%	57.6%	61.9%	53.3%	89.4%	-11.5%	Jun '25
Mastercard (Financial)	537.85	-0.5%	1.9%	-6.2%	-9.2%	-4.3%	2.7%	24.2%	2.7%	55.8%	62.1%	48.4%	93.2%	-10.1%	Aug '25
Bank of America (Financial)	51.93	0.7%	0.6%	-1.2%	5.5%	21.6%	11.9%	33.9%	20.3%	49.1%	102.1%	23.8%	88.3%	-4.0%	Nov '25
UnitedHealth (Health)	319.05	-0.3%	1.7%	-12.0%	5.3%	9.4%	-46.2%	-2.4%	-35.8%	-37.5%	3.6%	-32.5%	-32.8%	-47.9%	Nov '24
Johnson & Johnson (Health)	206.05	1.1%	3.0%	8.2%	16.3%	36.9%	36.5%	-4.8%	45.9%	26.6%	64.3%	34.2%	38.8%	New Peak	Nov '25
Eli Lilly (Health)	1070.16	1.0%	3.9%	29.8%	54.1%	50.5%	42.8%	33.3%	39.7%	200.0%	679.1%	308.8%	238.6%	New Peak	Nov '25
Union Pacific (Industrials)	224.50	-0.8%	1.7%	3.6%	1.2%	2.3%	-7.8%	-5.1%	0.2%	12.9%	21.0%	-1.1%	25.4%	-11.9%	Mar '22
Honeywell (Industrials)	188.66	-0.7%	-1.5%	-6.8%	-8.7%	-8.8%	-11.3%	10.0%	-9.5%	-3.0%	6.7%	5.4%	24.2%	-15.8%	Jul '25
Nvidia (IT)	182.55	2.1%	0.7%	-2.0%	1.5%	39.1%	34.2%	171.2%	36.0%	1023.4%	1283.5%	507.2%	1489.3%	-11.8%	Oct '25
Broadcom (IT)	377.96	11.1%	11.0%	6.7%	28.7%	65.9%	131.6%	110.5%	64.2%	650.8%	982.1%	513.9%	824.0%	-2.1%	Oct '25
Adobe (IT)	318.73	-1.7%	-1.8%	-9.8%	-12.2%	-21.8%	-38.6%	-25.5%	-28.3%	-4.7%	-32.2%	-43.5%	11.4%	-53.7%	Nov '21
Oracle (IT)	200.28	0.8%	-9.2%	-29.3%	-14.8%	28.9%	7.6%	60.0%	21.4%	151.3%	274.0%	140.6%	225.9%	-38.9%	Sep '25
salesforce.com (IT)	226.82	-0.13%	-2.9%	-11.0%	-8.3%	-16.7%	-32.7%	27.8%	-31.8%	49.5%	-7.1%	-10.3%	61.1%	-38.0%	Dec '24
Linde PLC (Materials)	407.67	-1.2%	-1.7%	-8.6%	-14.4%	-10.6%	-9.4%	3.2%	-1.7%	23.1%	72.4%	26.7%	56.1%	-15.7%	Sep '25
Sherwin-Williams (Materials)	338.00	0.3%	4.4%	1.4%	-7.7%	-3.7%	-14.7%	9.9%	0.3%	39.2%	45.0%	3.4%	72.8%	-14.7%	Nov '24
American Tower (Real Estate)	179.57	0.01%	-1.1%	-6.2%	-14.2%	-13.8%	-10.5%	-12.2%	0.4%	-9.9%	-11.1%	-29.5%	7.9%	-32.8%	Sep '21
Prologis Inc. (Real Estate)	126.45	0.5%	2.1%	0.0%	14.3%	23.8%	11.0%	-18.1%	22.9%	19.3%	46.6%	-14.2%	38.3%	-18.6%	Apr '22
NextEra Energy (Utilities)	84.23	0.9%	0.2%	-0.2%	12.7%	26.3%	12.6%	21.5%	20.3%	7.0%	25.1%	1.7%	26.1%	-2.1%	Oct '25
Duke Energy (Utilities)	122.09	-0.6%	-1.4%	-3.3%	0.0%	6.6%	10.0%	15.6%	17.4%	38.0%	54.5%	38.0%	61.6%	-4.6%	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	0.3%	0.4%	-0.6%	2.4%	6.4%	9.7%	6.8%	8.7%	25.2%	15.5%	9.8%	31.5%	-0.9%	Oct '25
Moderate-60% Stock	64.41	0.7%	0.7%	-1.0%	3.1%	10.7%	12.5%	10.7%	14.2%	42.6%	40.6%	23.2%	56.4%	-1.8%	Oct '25
Mod Agg-80% Stock	50.98	1.0%	0.7%	-1.5%	3.3%	12.1%	18.6%	17.5%	16.5%	59.3%	66.5%	35.2%	77.6%	-2.4%	Oct '25
Aggressive-90% Stock	30.95	1.1%	0.8%	-1.6%	3.5%	13.2%	16.3%	14.8%	17.1%	61.5%	70.9%	34.4%	79.4%	-2.8%	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	88068.52	1.5%	-5.3%	-20.7%	-20.0%	-17.9%	-5.4%	121.9%	-5.7%	433.0%	370.1%	89.6%	359.7%	-29.4%	Oct '25
Ethereum	2922.95	4.3%	-6.4%	-25.7%	-33.2%	15.7%	-14.4%	44.8%	-12.3%	143.8%	412.2%	-22.3%	125.7%	-39.5%	Aug '25
BNB	863.39	2.4%	-7.4%	-22.2%	2.8%	31.6%	35.6%	123.3%	23.2%	187.2%	2654.7%	68.6%	218.6%	-34.1%	Oct '25
Solana	138.24	5.8%	-1.8%	-28.6%	-26.2%	-20.5%	-41.0%	78.0%	-27.0%	883.0%	5989.8%	-18.8%	343.6%	-47.2%	Jan '25
Bitcoin ETF	50.57	5.4%	-4.0%	-19.5%	-19.6%	-18.2%	-6.4%	-	-4.7%	-	-	-	-	-29.1%	Oct '25
Grayscale Bitcoin (hi fee)	69.73	5.4%	-4.0%	-19.6%	-19.9%	-18.7%	-7.5%	136.7%	-5.8%	754.8%	270.0%	125.2%	588.6%	-29.2%	Oct '25
Bloomberg Commodities	22.27	0.5%	-1.2%	0.8%	7.2%	7.0%	14.0%	5.5%	12.8%	6.9%	64.8%	24.5%	7.9%	-9.3%	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	4.68	-0.8%	-1.4%	2.0%	-4.3%	-7.0%	5.2%	19.1%	-2.3%	24.7%	188.8%	132.0%	20.4%	-8.3%	Oct '23
10yr Treasury rate	4.04	-0.6%	-2.1%	1.0%	-5.5%	-10.4%	-5.3%	18.3%	-11.7%	9.4%	359.9%	148.0%	3.5%	-19.0%	Oct '23
5yr Treasury rate	3.61	-0.4%	-2.4%	0.1%	-4.8%	-11.6%	-13.6%	14.1%	-17.7%	-6.8%	826.7%	164.1%	-12.3%	-27.3%	Oct '23
13-week T-bill	3.73	-0.3%	-1.1%	-0.9%	-8.9%	-11.8%	-15.3%	-18.8%	-11.4%	-10.7%	4562.5%	6937.7%	5.6%	-30.3%	Oct '23
Crude Oil	58.61	-0.4%	-3.5%	-4.7%	-9.6%	-4.7%	-15.0%	0.1%	-18.3%	-23.2%	28.2%	-23.0%	-32.8%	-52.6%	Mar '22
Gold	4140.20	1.2%	1.9%	0.5%	22.7%	23.1%	58.2%	27.5%	57.5%	136.1%	129.3%	130.1%	147.9%	-4.5%	Oct '25
EUR/USD	1.15	0.09%	-0.6%	-	-0.9%	-	9.9%	-6.0%	10.7%	10.7%	-3.2%	1.3%	18.6%	-6.7%	Jan '21
USD/JPY	156.82	0.08%	1.0%	-	6.1%	-	1.7%	11.0%	-0.1%	13.1%	50.0%	36.2%	6.9%	-3.0%	Jul '24
S&P 500 Volatility Index	20.52	-12.4%	-16.9%	25.4%	38.7%	-7.9%	40.5%	39.4%	18.3%	0.1%	-3.4%	23.6%	-38.9%	-60.8%	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	50.95	0.08%	0.2%	0.3%	1.3%	3.3%	5.9%	6.5%	5.6%	20.7%	17.9%	16.7%	21.8%	New Peak	Nov '25
Interm Muni- JPMorgan	50.74	-0.04%	0.0%	0.1%	3.4%	4.6%	3.5%	1.9%	4.1%	13.4%	6.5%	4.1%	15.6%	-0.1%	Nov '25
Interm Bond- Janus MSB	45.87	0.1%	0.5%	-0.1%	3.0%	6.8%	7.0%	1.5%	8.3%	15.7%	2.8%	2.6%	19.3%	-0.3%	Oct '25
Interm Bond- Vanguard	78.54	0.2%	0.6%	0.1%	2.4%	5.8%	7.4%	1.6%	8.7%	16.6%	-0.3%	2.3%	20.1%	-0.8%	Dec '20
Multisector Bond- Intrepid	9.05	0.11%	0.3%	0.0%	1.4%	5.4%	7.8%	10.4%	7.1%	30.3%	43.2%	27.0%	33.4%	-0.1%	Oct '25
Int’l Bond- JPMorgan	48.91	0.1%	0.2%	-0.2%	1.4%	4.6%	6.9%	3.5%	7.6%	21.5%	15.5%	13.2%	27.1%	-0.6%	Oct '25
Long Bond- Vanguard	77.25	0.7%	1.2%	-1.7%	3.1%	9.7%	4.4%	-1.9%	8.2%	15.0%	-12.7%	-10.7%	26.0%	-14.4%	Sep '21
Long CA Muni- PIMCO	9.44	0%	-0.1%	0.0%	4.4%	5.6%	3.2%	2.9%	3.9%	16.8%	7.7%	3.6%	19.0%	-0.3%	Nov '25
Long Muni- iShares	57.58	0.07%	0.1%	0.2%	3.9%	5.4%	2.7%	1.6%	3.1%	10.9%	2.7%	1.7%	13.5%	-0.1%	Nov '25

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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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Oct '25

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Nov '25

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Oct '25