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S&P 500 (Large Cap)

Return

50.0%

[

10.0%

annualized]

Dec 31 2020 - Apr 01 2025

-8.3%

Below
Peak
Feb '25

DJIA (Large Value)

Return

37.2%

[

7.7%

annualized]

Dec 31 2020 - Apr 01 2025

-6.7%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

1.9%

[

0.4%

annualized]

Dec 31 2020 - Apr 01 2025

-17.6%

Below
Peak
Nov '21

Performance Range:

As of Apr 01 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)	5633.07	0.4%	-1.4%	-5.4%	-4.0%	-1.3%	8.2%	23.3%	-4.2%	23.9%	122.9%	17.4%	57.5%	-8.3%	Feb '25
DJIA (Large Value)	41989.96	-0.03%	-1.1%	-4.2%	-0.9%	-0.5%	7.2%	12.9%	-1.3%	20.6%	96.1%	14.8%	43.7%	-6.7%	Dec '24
Russell 2000 (Small Cap)	2012.24	0.02%	-3.0%	-7.0%	-9.8%	-8.3%	-2.6%	10.0%	-9.8%	-3.8%	85.3%	-11.5%	19.2%	-17.6%	Nov '21
NASDAQ Comp (Tech/Growth)	17449.89	0.9%	-2.5%	-7.4%	-9.5%	-2.7%	7.4%	28.6%	-9.6%	22.4%	133.1%	10.2%	67.5%	-13.5%	Dec '24
Aggregate Bond	98.96	0.4%	1.1%	0.3%	3.1%	-0.1%	6.4%	1.6%	3.1%	2.5%	-1.2%	-3.0%	13.2%	-5.8%	Aug '20
Muni ~7yrs	105.51	0.3%	0.9%	-1.5%	-0.3%	-1.4%	1.8%	1.3%	-0.2%	4.6%	8.0%	-1.1%	9.4%	-1.8%	Dec '24
Corp Bond	108.66	0.4%	1.0%	-0.1%	2.8%	-1.6%	5.8%	0.9%	2.9%	1.3%	5.8%	-5.8%	19.4%	-8.6%	Sep '21
High Yield Bond	78.69	0.2%	0.0%	-0.9%	1.2%	1.4%	9.1%	8.5%	1.5%	14.7%	36.7%	9.3%	28.0%	-0.9%	Feb '25
Preferred	30.51	-0.2%	-1.3%	-3.1%	-2.5%	-5.4%	1.8%	7.2%	-1.3%	1.2%	32.7%	-5.5%	16.0%	-6.2%	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	86.30	0.4%	-0.4%	-2.3%	4.2%	-9.0%	-4.7%	0.1%	3.1%	3.2%	118.4%	3.1%	32.4%	-10.7%	Oct '24
Consumer Discretionary/Cyclical	199.52	1.0%	-1.8%	-7.4%	-9.6%	1.3%	11.9%	26.5%	-10.8%	10.6%	121.0%	-2.4%	46.8%	-16.3%	Dec '24
Financial Services	49.75	-0.12%	-1.1%	-4.3%	3.6%	11.1%	21.2%	30.6%	3.3%	37.5%	172.6%	33.5%	71.7%	-4.3%	Feb '25
Real Estate	90.58	0.04%	0.6%	-2.5%	3.6%	-4.2%	12.4%	4.8%	2.7%	-7.2%	67.4%	-10.5%	31.4%	-11.2%	Dec '21
Communication Services	96.51	0.06%	-2.6%	-5.1%	-0.5%	7.6%	18.8%	34.7%	0.0%	43.6%	134.9%	27.5%	107.9%	-8.1%	Feb '25
Energy	94.00	0.6%	0.2%	4.1%	9.3%	5.3%	0.7%	5.6%	10.6%	36.0%	283.2%	84.9%	28.0%	-1.8%	Nov '24
Industrials	131.81	0.6%	-1.3%	-3.0%	0.7%	-1.8%	7.5%	17.3%	0.3%	35.5%	149.7%	32.4%	61.9%	-7.7%	Nov '24
Technology	207.99	0.7%	-2.6%	-7.6%	-10.2%	-5.9%	1.3%	21.6%	-10.4%	34.6%	176.9%	21.7%	82.1%	-14.0%	Feb '25
Consumer Staples/Defensive	81.79	0.1%	2.4%	-1.0%	4.9%	1.0%	11.4%	12.2%	4.6%	15.6%	69.9%	15.5%	29.2%	-1.6%	Feb '25
Healthcare	143.34	-1.8%	-1.0%	-3.4%	4.6%	-5.5%	1.0%	2.5%	4.6%	9.0%	77.1%	8.2%	22.4%	-7.7%	Sep '24
Utilities	79.05	0.3%	2.1%	0.5%	4.4%	-1.5%	24.6%	23.3%	5.2%	15.0%	72.1%	23.4%	39.1%	-3.2%	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	116.80	0.4%	-1.4%	-3.3%	-0.4%	-1.0%	8.8%	17.4%	-0.6%	22.7%	109.3%	15.9%	57.5%	-5.9%	Feb '25
MSCI Emerging Markets	43.84	0.3%	-1.2%	1.5%	5.0%	-5.4%	8.7%	6.5%	4.8%	2.8%	44.8%	-4.1%	35.1%	-17.0%	Feb '21
FTSE Europe	70.39	0.3%	-1.1%	0.7%	11.8%	2.0%	9.2%	1.9%	11.4%	23.8%	96.1%	13.5%	66.2%	-3.8%	Mar '25
MSCI Japan	68.20	-0.5%	-3.6%	-0.4%	1.8%	-2.8%	-0.2%	7.0%	1.6%	16.4%	56.3%	7.6%	46.5%	-5.1%	Sep '24
MSCI India	51.05	-0.8%	-0.7%	6.1%	-4.4%	-11.4%	-0.3%	8.6%	-3.0%	13.4%	140.3%	10.6%	27.1%	-13.1%	Sep '24
MSCI China	54.55	0.3%	-0.8%	1.8%	18.5%	-1.6%	37.9%	17.7%	16.4%	7.7%	5.8%	-6.1%	44.3%	-38.8%	Feb '21
International Bond	48.83	0.2%	0.7%	-0.9%	0.1%	0.1%	4.3%	3.6%	0.2%	3.6%	1.0%	-1.2%	14.3%	-3.9%	Dec '20
iShares Latin America	23.89	1.4%	-0.5%	6.7%	13.1%	-4.7%	-9.7%	-23.1%	14.3%	-2.7%	87.0%	29.3%	16.1%	-25.3%	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	515.80	0.4%	-1.3%	-5.3%	-3.7%	-0.7%	9.6%	25.0%	-3.9%	29.7%	140.6%	23.3%	63.4%	-8.2%	Feb '25
US Large Growth	363.88	0.8%	-2.2%	-7.7%	-9.1%	-1.6%	9.5%	33.1%	-9.3%	33.5%	156.1%	20.9%	77.5%	-13.0%	Dec '24
US Large Value	187.90	-0.1%	-0.7%	-2.9%	2.1%	0.3%	8.1%	14.2%	1.9%	19.9%	114.5%	19.1%	44.6%	-5.1%	Nov '24

US MidCap Blend	259.47	0.3%	-1.0%	-3.7%	-1.2%	-0.3%	7.6%	15.7%	-1.3%	14.3%	121.9%	8.3%	44.4%	-8.1%	Nov '24
US MidCap Growth	246.23	0.6%	-1.7%	-5.1%	-3.2%	2.0%	6.9%	16.4%	-2.8%	12.3%	107.9%	0.4%	48.1%	-10.9%	Feb '25
US MidCap Value	160.63	0.06%	-0.6%	-2.6%	0.3%	-2.4%	7.1%	14.0%	-0.1%	14.6%	131.9%	15.2%	39.3%	-7.7%	Nov '24

US Small Blend	222.47	0.3%	-2.2%	-6.0%	-6.9%	-4.5%	1.1%	14.2%	-7.0%	8.9%	119.3%	2.8%	33.5%	-14.3%	Nov '24
US Small Growth	255.66	0.05%	-3.5%	-7.5%	-11.3%	-8.5%	-2.1%	15.0%	-11.0%	1.2%	76.8%	-11.7%	25.4%	-21.9%	Feb '21
US Small Value	150.96	-0.01%	-2.3%	-6.0%	-7.6%	-7.1%	-0.5%	7.6%	-7.7%	-1.4%	115.2%	-4.2%	20.7%	-16.1%	Nov '24

Foreign Large Blend	81.85	0.1%	-1.4%	0.3%	8.6%	0.2%	6.9%	3.5%	8.3%	20.2%	81.5%	12.8%	56.9%	-3.6%	Mar '25
Foreign Growth	100.15	0.2%	-1.6%	-2.6%	3.7%	-5.6%	-0.6%	1.5%	3.4%	8.0%	54.6%	-5.3%	43.5%	-7.5%	Sep '21
Foreign Value	59.00	0.10%	-1.4%	3.0%	12.9%	5.2%	14.4%	5.4%	12.4%	32.4%	105.8%	32.3%	69.7%	-2.8%	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	-0.11%	0.1%	-0.6%	0.1%	2.6%	5.9%	8.3%	0.1%	21.4%	42.3%	21.1%	26.7%	-0.6%	Feb '25
Ultra Short- Janus AAA CLO	50.52	0.10%	0.4%	0.1%	0.9%	2.7%	6.3%	7.4%	0.9%	18.1%	-	17.7%	19.8%	New Peak	Apr '25
Bank Loan- Invesco	20.73	0.1%	-0.2%	-0.6%	0.0%	2.4%	6.3%	8.2%	0.0%	19.2%	38.7%	18.8%	24.7%	-0.6%	Feb '25
Interval CEF- Cliffwater	10.85	0%	0.1%	0.5%	2.2%	4.9%	11.4%	12.6%	2.2%	29.8%	54.6%	32.3%	28.9%	New Peak	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	43.68	0.4%	-1.8%	-5.3%	-4.6%	-3.1%	6.5%	27.9%	-4.6%	47.2%	-	51.2%	67.0%	-9.5%	Jan '25
Int’l Min Volatility- Franklin	32.42	0.2%	-1.0%	1.5%	6.5%	7.2%	15.1%	15.9%	6.6%	46.1%	111.0%	49.7%	60.7%	-1.3%	Mar '25
MidCap 30 - Hennessy (hi fee)	21.54	0.6%	-2.8%	-5.8%	-9.7%	-7.4%	3.9%	34.6%	-9.5%	58.6%	348.4%	63.7%	68.3%	-17.3%	Nov '24
Small Value- Avantis	87.51	0.4%	-2.0%	-5.4%	-8.9%	-6.7%	-2.8%	9.3%	-9.0%	15.0%	224.4%	14.6%	31.5%	-17.1%	Nov '24
Mid Value- Pacer Cash Cows	54.61	-0.3%	-1.4%	-4.2%	-3.1%	-4.6%	-3.7%	10.6%	-2.9%	16.2%	183.2%	23.1%	33.2%	-10.2%	Nov '24
Growth- S&P Momentum	93.18	0.7%	-2.2%	-6.5%	-2.3%	3.6%	17.6%	45.8%	-1.7%	58.6%	177.0%	50.8%	85.4%	-9.6%	Feb '25
Invesco S&P Quality	66.19	-0.2%	-1.1%	-5.5%	-0.7%	-0.3%	11.5%	25.4%	-1.0%	38.7%	137.5%	30.2%	71.5%	-6.8%	Feb '25
Rotation Factor- BlackRock	48.93	0.3%	-1.4%	-5.8%	-4.0%	0.2%	11.8%	30.3%	-4.2%	46.5%	151.2%	34.9%	82.8%	-8.6%	Feb '25
US Min Volatility- Fidelity	60.66	0.07%	-0.1%	-2.8%	1.0%	0.2%	10.7%	16.1%	0.5%	26.2%	112.2%	22.3%	49.2%	-3.8%	Feb '25
Derivative Income- JPMorgan	56.77	0.07%	-0.6%	-3.2%	0.6%	-0.4%	7.0%	12.6%	0.5%	21.3%	-	20.4%	37.4%	-3.7%	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	14.91	-0.2%	-1.6%	-1.1%	0.3%	4.9%	4.9%	12.1%	0.4%	23.1%	33.0%	22.1%	21.6%	-2.0%	Feb '25
Multistrategy- AQR	13.20	0.5%	0.3%	1.2%	7.1%	10.2%	9.1%	13.3%	7.2%	42.3%	-	51.4%	35.3%	New Peak	Apr '25
Long Short- AQR	17.49	0.4%	-0.9%	0.9%	8.9%	18.0%	23.9%	30.5%	9.2%	91.8%	183.8%	109.8%	100.0%	-1.1%	Mar '25
Mkt Neutral- BlackRock	14.22	0.3%	0.4%	3.3%	5.3%	8.2%	15.9%	21.4%	5.3%	51.2%	55.8%	50.5%	51.1%	New Peak	Apr '25
Multi Strategy- Variant	26.75	0.04%	-2.1%	-1.6%	-0.6%	1.6%	2.0%	5.1%	-0.6%	18.0%	41.5%	20.5%	16.4%	-2.1%	Mar '25
Long Short- First Trust	64.01	-0.11%	-0.2%	-3.4%	-2.5%	1.8%	6.3%	18.8%	-2.5%	31.4%	81.0%	28.4%	41.9%	-5.9%	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)	157.07	1.6%	-4.8%	-7.7%	-17.0%	-5.1%	2.1%	36.0%	-16.9%	12.6%	182.6%	8.8%	61.8%	-23.8%	Feb '25
Meta (Communications)	586.00	1.7%	-4.1%	-12.2%	-2.1%	2.5%	18.2%	66.0%	0.2%	161.8%	272.2%	73.9%	361.8%	-20.4%	Feb '25
Amazon (Cyclical)	192.17	1.0%	-4.5%	-9.5%	-12.7%	4.0%	6.4%	44.4%	-12.4%	17.5%	100.3%	12.8%	70.2%	-20.6%	Feb '25
Tesla (Cyclical)	268.46	3.6%	-1.3%	-8.4%	-29.2%	7.8%	61.1%	62.5%	-33.5%	-25.7%	786.1%	-32.9%	23.6%	-44.1%	Dec '24
Procter & Gamble (Defensive)	170.56	0.08%	2.4%	-1.9%	3.4%	0.4%	8.8%	17.3%	2.4%	18.5%	68.7%	13.5%	46.0%	-4.5%	Dec '24
PepsiCo (Defensive)	149.67	-0.2%	0.7%	-1.6%	0.5%	-10.2%	-9.8%	-7.6%	-0.7%	-3.7%	39.8%	-4.8%	-4.8%	-18.8%	May '23
Coca-Cola (Defensive)	71.87	0.3%	2.6%	1.7%	17.1%	2.7%	23.1%	8.9%	16.3%	25.1%	90.7%	33.6%	40.6%	New Peak	Apr '25
Exxon Mobil (Energy)	119.04	0.09%	0.7%	6.9%	11.9%	-0.4%	3.2%	11.3%	11.7%	58.9%	273.5%	110.2%	31.5%	-3.4%	Oct '24
Chevron (Energy)	168.51	0.7%	0.3%	6.2%	16.1%	14.0%	10.0%	1.3%	17.6%	15.3%	176.3%	60.5%	18.1%	-1.6%	Jan '23
JPMorgan Chase (Financial)	243.66	-0.7%	-2.9%	-7.9%	2.0%	18.9%	25.3%	44.3%	2.2%	95.7%	221.3%	64.7%	149.2%	-13.0%	Feb '25
Visa (Financial)	346.35	-1.2%	0.6%	-4.5%	10.3%	25.5%	25.3%	22.3%	9.8%	56.6%	128.0%	60.3%	98.1%	-4.5%	Feb '25
Mastercard (Financial)	548.51	0.07%	-0.1%	-4.8%	5.2%	11.0%	15.1%	24.2%	4.3%	53.4%	136.2%	50.7%	96.2%	-4.8%	Feb '25
Bank of America (Financial)	41.49	-0.6%	-3.1%	-9.4%	-5.7%	7.0%	14.0%	33.9%	-5.0%	9.9%	128.4%	-2.2%	48.7%	-12.5%	Feb '25
UnitedHealth (Health)	523.12	-0.12%	0.9%	10.6%	4.1%	-11.0%	16.0%	-2.4%	3.9%	6.7%	134.1%	9.2%	8.7%	-15.7%	Nov '24
Johnson & Johnson (Health)	153.25	-7.6%	-5.2%	-7.1%	7.3%	-3.4%	0.3%	-4.8%	6.8%	-6.0%	32.4%	-1.8%	1.6%	-10.0%	Apr '22
Eli Lilly (Health)	805.23	-2.5%	-2.6%	-12.5%	3.7%	-9.3%	6.1%	33.3%	4.5%	182.8%	502.2%	205.9%	153.3%	-15.8%	Aug '24
Union Pacific (Industrials)	237.17	0.4%	-0.4%	-3.9%	4.1%	-1.4%	0.0%	-5.1%	4.6%	-2.2%	86.5%	3.2%	30.9%	-8.1%	Mar '22
Honeywell (Industrials)	213.45	0.8%	0.2%	0.3%	-4.8%	5.8%	8.9%	10.0%	-5.0%	16.0%	78.2%	10.6%	30.3%	-9.1%	Dec '24
Apple (IT)	223.19	0.5%	0.7%	-7.7%	-8.4%	-1.4%	32.8%	30.7%	-10.8%	30.1%	275.5%	24.8%	63.5%	-13.7%	Dec '24
Microsoft (IT)	382.19	1.8%	-2.0%	-3.7%	-8.5%	-8.0%	-8.6%	12.9%	-9.1%	26.7%	157.2%	17.4%	72.9%	-17.8%	Jul '24
Nvidia (IT)	110.15	1.6%	-3.2%	-11.8%	-20.4%	-7.3%	23.2%	171.2%	-18.0%	313.0%	1631.0%	266.3%	858.9%	-26.3%	Jan '25
Broadcom (IT)	168.52	0.7%	-6.0%	-15.2%	-27.1%	-0.7%	27.4%	110.5%	-27.1%	186.5%	707.7%	172.6%	310.3%	-32.2%	Dec '24
Adobe (IT)	383.20	-0.09%	-3.7%	-12.6%	-13.1%	-24.2%	-23.2%	-25.5%	-13.8%	-16.4%	26.1%	-32.1%	33.9%	-44.3%	Nov '21
Oracle (IT)	141.94	1.5%	-4.0%	-14.5%	-14.3%	-15.0%	15.4%	60.0%	-14.6%	80.7%	207.3%	69.2%	129.3%	-26.1%	Nov '24
salesforce.com (IT)	270.20	0.7%	-3.8%	-9.3%	-18.3%	-3.2%	-10.7%	27.8%	-19.2%	28.0%	102.3%	6.4%	91.0%	-26.5%	Dec '24
Linde PLC (Materials)	467.09	0.3%	1.2%	0.3%	13.2%	-1.2%	2.5%	3.2%	11.9%	50.7%	205.7%	44.2%	77.7%	-3.4%	Oct '24
Sherwin-Williams (Materials)	350.57	0.4%	1.8%	-3.0%	5.5%	-6.9%	5.8%	9.9%	3.4%	41.2%	151.6%	6.5%	78.0%	-12.1%	Nov '24
American Tower (Real Estate)	219.44	0.8%	4.5%	6.7%	21.2%	-3.8%	18.1%	-12.2%	19.6%	-6.3%	13.3%	-15.9%	28.6%	-19.9%	Sep '21
Prologis Inc. (Real Estate)	111.45	-0.3%	0.3%	-9.3%	7.8%	-8.7%	-8.2%	-18.1%	6.4%	-26.5%	68.4%	-25.8%	19.7%	-29.6%	Apr '22
NextEra Energy (Utilities)	70.92	0.04%	1.7%	1.1%	-0.1%	-15.7%	16.0%	21.5%	-0.3%	-10.3%	41.3%	-15.7%	4.5%	-17.2%	Dec '21
Duke Energy (Utilities)	121.07	-0.7%	3.4%	3.0%	13.3%	5.7%	30.3%	15.6%	13.4%	21.1%	86.8%	33.3%	56.1%	-0.7%	Mar '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	15.17	0.3%	-0.3%	-1.3%	0.9%	-1.1%	5.3%	4.7%	0.9%	5.5%	14.5%	-0.1%	19.7%	-1.3%	Feb '25
Moderate-60% Stock	57.74	0.3%	-0.8%	-1.8%	0.9%	-0.8%	7.4%	10.7%	0.7%	14.7%	57.4%	8.7%	38.0%	-2.8%	Feb '25
Mod Agg-80% Stock	44.18	0.3%	-1.0%	-2.5%	0.2%	-1.2%	7.6%	13.1%	0.0%	17.4%	81.4%	11.0%	45.8%	-4.3%	Feb '25
Aggressive-90% Stock	26.23	0.5%	-1.3%	-3.1%	-0.7%	-2.2%	5.6%	12.6%	-0.8%	14.7%	91.2%	8.0%	44.2%	-5.7%	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	84056.77	-1.3%	-3.3%	-10.8%	-13.2%	38.6%	28.4%	121.1%	-10.0%	83.3%	1137.3%	80.9%	338.8%	-20.8%	Jan '25
Ethereum	1853.76	-2.7%	-7.7%	-26.4%	-46.3%	-21.6%	-43.4%	46.1%	-44.4%	-46.2%	1205.2%	-50.7%	43.2%	-61.5%	Nov '21
BNB	598.45	-2.1%	-3.1%	-3.9%	-15.2%	10.3%	8.7%	124.4%	-14.6%	37.0%	4480.0%	16.9%	120.9%	-20.2%	Dec '24
Solana	124.00	-2.1%	-9.7%	-30.5%	-40.3%	-11.7%	-31.6%	86.5%	-34.5%	-6.2%	-	-27.2%	297.9%	-52.6%	Jan '25
Bitcoin ETF	48.30	3.2%	-1.8%	0.8%	-12.8%	41.1%	28.5%	-	-9.0%	-	-	-	-	-20.5%	Dec '24
Grayscale Bitcoin (hi fee)	67.16	3.1%	-1.8%	0.8%	-13.0%	40.2%	14.4%	113.8%	-9.3%	109.5%	769.9%	96.0%	499.1%	-20.7%	Dec '24
Bloomberg Commodities	21.45	-0.05%	1.3%	3.8%	7.8%	6.6%	10.6%	5.5%	8.6%	-3.6%	92.0%	19.9%	4.0%	-12.7%	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	4.52	-2.1%	-3.6%	0.0%	-5.9%	9.3%	0.2%	19.1%	-5.6%	86.3%	255.6%	124.0%	16.3%	-70.3%	Oct '81
10yr Treasury rate	4.16	-2.1%	-4.2%	-1.8%	-9.2%	9.8%	-4.8%	18.3%	-9.1%	74.8%	562.8%	155.3%	6.5%	-73.8%	Sep '81
5yr Treasury rate	3.91	-1.8%	-4.2%	-2.9%	-10.7%	10.0%	-10.2%	14.1%	-10.7%	53.4%	913.0%	186.4%	-4.9%	-76.0%	Sep '81
13-week T-bill	4.20	0.2%	0.2%	0.2%	-0.2%	-6.1%	-19.4%	-18.8%	-0.2%	740.0%	6361.5%	7824.5%	18.9%	-75.5%	Dec '80
Crude Oil	71.02	-0.3%	2.0%	1.5%	-2.9%	1.3%	-16.6%	0.1%	-1.0%	-28.5%	180.5%	-6.7%	-18.6%	-51.1%	Jul '08
Gold	3146.10	0.9%	4.1%	9.3%	18.3%	18.9%	39.1%	27.5%	19.7%	63.9%	93.5%	74.8%	88.4%	New Peak	Apr '25
EUR/USD	1.08	-0.06%	0.1%	3.6%	4.3%	-2.3%	0.2%	-6.0%	3.7%	-2.5%	-0.5%	-5.1%	11.2%	-32.5%	Apr '08
USD/JPY	149.77	-0.02%	-0.1%	-0.8%	-5.0%	2.2%	-1.2%	11.0%	-4.6%	23.0%	38.7%	30.1%	2.1%	-7.3%	Jul '24
S&P 500 Volatility Index	21.77	-2.3%	18.8%	10.9%	21.4%	15.2%	49.0%	39.4%	25.5%	10.9%	-57.2%	31.1%	-35.2%	-73.7%	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	50.65	0%	0.2%	0.3%	1.8%	2.0%	7.0%	6.5%	1.8%	15.5%	21.7%	12.5%	17.5%	New Peak	Apr '25
Interm Muni- JPMorgan	50.01	0.3%	0.7%	-0.9%	0.4%	-0.7%	2.8%	1.9%	0.6%	7.0%	10.3%	0.5%	11.6%	-0.9%	Feb '25
Interm Bond- Janus MSB	45.20	0.4%	1.2%	0.4%	3.5%	-0.1%	6.9%	1.5%	3.6%	3.7%	2.3%	-1.8%	14.1%	-2.8%	Aug '21
Interm Bond- Vanguard	76.53	0.3%	1.1%	0.6%	3.4%	-0.2%	6.7%	1.6%	3.4%	3.6%	0.7%	-2.7%	14.3%	-5.7%	Aug '20
Multisector Bond- Intrepid	8.96	0.11%	-0.8%	-1.3%	0.6%	2.3%	8.5%	10.4%	0.6%	19.3%	53.3%	19.3%	25.4%	-1.4%	Feb '25
Int’l Bond- JPMorgan	47.74	0.11%	0.3%	-0.3%	2.0%	0.9%	5.9%	3.5%	2.2%	11.0%	22.3%	7.5%	20.7%	-0.3%	Feb '25
Long Bond- Vanguard	75.96	0.5%	1.5%	-0.9%	2.9%	-3.9%	4.4%	-1.9%	2.9%	-6.8%	-1.9%	-15.1%	19.9%	-18.6%	Sep '21
Long CA Muni- PIMCO	9.30	0%	0.2%	-2.0%	-0.4%	-1.8%	2.5%	2.9%	-0.3%	6.4%	12.2%	-0.7%	14.1%	-2.2%	Dec '24
Long Muni- iShares	56.27	0.2%	0.6%	-1.6%	-1.2%	-1.7%	1.6%	1.6%	-1.0%	4.1%	5.9%	-2.5%	8.8%	-2.9%	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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