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S&P 500

Return

84.0%

[

13.0%

annualized]

Dec 31 2020 - Dec 23 2025

New Peak

DJIA (Large Value)

Return

58.3%

[

9.7%

annualized]

Dec 31 2020 - Dec 23 2025

-0.5%

Below
Peak
Dec '25

Russell 2000 (Small Cap)

Return

28.7%

[

5.2%

annualized]

Dec 31 2020 - Dec 23 2025

-1.9%

Below
Peak
Dec '25

Performance Range:

As of Dec 23 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	6909.79	0.5%	2.8%	3.1%	4.1%	13.4%	14.4%	23.3%	17.5%	79.7%	86.6%	44.1%	93.2%	New Peak	Dec '25
DJIA (Large Value)	48442.41	0.2%	1.2%	4.3%	5.0%	12.4%	11.9%	12.9%	13.9%	45.9%	60.4%	32.4%	65.8%	-0.5%	Dec '25
Russell 2000 (Small Cap)	2541.12	-0.7%	2.0%	5.3%	4.4%	17.6%	12.4%	10.0%	13.9%	44.3%	26.8%	11.8%	50.6%	-1.9%	Dec '25
NASDAQ Comp (Tech/Growth)	23561.84	0.6%	3.8%	3.0%	4.7%	18.3%	17.6%	28.6%	22.0%	124.4%	84.0%	48.8%	126.2%	-1.7%	Oct '25
Aggregate Bond	99.80	0%	0.1%	-0.8%	0.3%	2.7%	6.5%	1.3%	6.4%	12.8%	-2.5%	-0.3%	16.5%	-2.7%	Dec '20
Corp Bond	110.22	0.10%	0.2%	-1.0%	-0.2%	3.1%	6.9%	0.9%	7.1%	16.4%	-4.5%	-2.0%	24.3%	-4.9%	Sep '21
High Yield Bond	80.49	0.07%	0.4%	-0.1%	0.2%	2.9%	7.4%	8.0%	7.4%	28.0%	19.8%	15.2%	34.8%	-0.6%	Nov '25
Preferred	31.05	-0.3%	0.2%	1.5%	-1.5%	4.3%	4.3%	7.2%	4.4%	21.4%	8.0%	0.7%	23.7%	-2.3%	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	45.75	0.2%	1.2%	-47.1%	-48.6%	-47.6%	-45.7%	0.1%	-44.8%	-38.5%	-29.8%	-44.8%	-29.1%	-52.2%	Oct '24
Consumer Discretionary/Cyclical	122.17	-0.1%	1.4%	-46.5%	-49.0%	-43.2%	-47.5%	26.5%	-45.2%	-3.4%	-19.6%	-40.0%	-9.8%	-49.6%	Nov '25
Financial Services	55.43	0.2%	1.5%	6.8%	3.4%	7.8%	14.3%	30.6%	15.9%	70.7%	108.0%	49.7%	92.6%	New Peak	Dec '25
Real Estate	88.18	-0.07%	-1.4%	-1.8%	-2.5%	-1.7%	1.6%	4.8%	2.0%	19.1%	25.4%	-11.2%	30.4%	-11.9%	Dec '21
Communication Services	117.39	0.6%	1.4%	3.9%	0.0%	11.9%	19.4%	34.7%	22.3%	152.8%	85.5%	56.0%	154.4%	-1.3%	Sep '25
Energy	44.50	0.7%	-0.6%	-50.1%	-50.7%	-47.1%	-46.1%	5.6%	-46.8%	-43.9%	39.8%	-11.0%	-38.4%	-52.7%	Nov '24
Industrials	156.99	-0.04%	2.3%	4.7%	3.1%	8.7%	18.2%	17.3%	20.4%	66.5%	91.9%	58.8%	94.2%	-0.5%	Dec '25
Technology	145.95	0.5%	4.7%	-47.8%	-47.6%	-40.9%	-39.0%	21.6%	-36.9%	19.5%	17.4%	-14.3%	28.1%	-52.0%	Oct '25
Consumer Staples/Defensive	77.51	-0.5%	-2.7%	0.7%	-1.3%	-4.0%	-0.6%	12.2%	0.5%	10.9%	31.4%	10.9%	24.1%	-6.2%	Aug '25
Healthcare	154.99	-0.2%	0.8%	-0.2%	13.6%	16.4%	12.7%	2.5%	14.2%	19.2%	50.0%	18.1%	33.6%	-2.4%	Nov '25
Utilities	42.62	0.4%	-0.3%	-52.2%	-50.6%	-47.4%	-43.1%	23.3%	-42.5%	-34.6%	-19.5%	-32.6%	-24.0%	-54.1%	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	142.46	0.5%	2.8%	3.0%	3.8%	12.6%	19.8%	17.4%	22.2%	75.1%	72.1%	42.4%	93.6%	-0.5%	Dec '25
MSCI Emerging Markets	54.31	0.6%	3.3%	1.2%	2.2%	13.3%	28.6%	6.5%	31.1%	52.5%	20.0%	20.0%	69.0%	-3.0%	Oct '25
FTSE Europe	83.61	0.5%	2.2%	6.0%	6.0%	9.7%	33.6%	1.9%	34.6%	64.2%	62.0%	37.1%	100.9%	New Peak	Dec '25
MSCI Japan	81.14	0.8%	1.8%	-0.7%	0.4%	11.5%	23.1%	7.0%	21.9%	56.0%	34.1%	29.0%	75.7%	-3.8%	Nov '25
MSCI India	54.47	0.5%	2.8%	0.5%	3.3%	-0.6%	2.0%	8.6%	3.5%	33.5%	48.7%	18.0%	35.6%	-7.3%	Sep '24
MSCI China	60.67	-0.4%	2.0%	-2.1%	-6.1%	9.2%	28.4%	17.7%	30.8%	38.7%	-13.9%	5.5%	62.0%	-31.2%	Feb '21
International Bond	48.33	0.2%	0.0%	-2.4%	-1.7%	-1.2%	0.6%	3.6%	0.7%	12.7%	-3.2%	-0.8%	14.9%	-3.4%	Jan '21
iShares Latin America	30.79	1.6%	3.1%	2.7%	7.1%	20.5%	48.9%	-23.1%	50.7%	50.0%	47.2%	70.6%	53.2%	-3.8%	Dec '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	632.67	0.5%	2.5%	2.9%	4.1%	13.8%	15.5%	25.0%	18.5%	86.8%	99.8%	52.2%	101.6%	-0.2%	Dec '25
US Large Growth	479.30	0.6%	3.9%	2.5%	3.0%	15.9%	15.4%	33.1%	19.7%	126.3%	106.3%	59.5%	134.2%	-2.5%	Oct '25
US Large Value	211.61	0.06%	1.4%	3.5%	4.6%	10.4%	14.4%	14.2%	15.8%	47.5%	71.8%	35.3%	64.3%	-0.6%	Dec '25

US MidCap Blend	293.56	-0.2%	0.9%	3.7%	1.2%	6.5%	10.4%	15.3%	12.5%	50.3%	52.3%	23.0%	64.0%	-1.3%	Dec '25
US MidCap Growth	284.16	-0.3%	2.1%	3.4%	-2.0%	2.1%	9.3%	16.4%	12.5%	61.3%	36.9%	16.2%	71.5%	-4.7%	Oct '25
US MidCap Value	178.66	-0.2%	0.2%	3.4%	3.5%	9.8%	11.0%	14.0%	12.3%	40.3%	68.3%	29.4%	56.5%	-1.3%	Dec '25

US Small Blend	262.78	-0.5%	1.7%	5.3%	3.4%	12.0%	8.9%	14.2%	10.5%	49.1%	43.8%	22.3%	58.7%	-1.3%	Dec '25
US Small Growth	332.39	-0.6%	3.3%	5.2%	4.1%	17.3%	14.0%	15.0%	15.9%	58.3%	16.4%	15.1%	63.4%	-2.0%	Dec '25
US Small Value	184.61	-0.6%	0.5%	4.9%	4.4%	18.3%	13.1%	7.6%	13.9%	40.3%	52.8%	18.2%	48.9%	-2.6%	Dec '25

Foreign Large Blend	96.29	0.6%	2.3%	3.8%	4.0%	9.4%	29.1%	3.5%	29.6%	58.1%	52.7%	35.0%	87.7%	-0.7%	Dec '25
Foreign Growth	114.50	0.7%	2.7%	3.1%	1.3%	4.4%	18.1%	1.5%	19.4%	42.1%	23.4%	9.3%	65.7%	-2.6%	Oct '25
Foreign Value	71.52	0.6%	1.8%	4.3%	6.6%	14.0%	39.8%	5.4%	39.3%	73.9%	84.3%	63.8%	110.3%	-0.8%	Dec '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	23.50	0.09%	0.0%	-0.8%	-1.1%	0.3%	2.7%	8.3%	2.5%	27.3%	29.9%	24.0%	29.7%	-1.6%	Sep '25
Ultra Short- Janus AAA CLO	50.46	0.04%	-0.3%	0.0%	0.7%	2.1%	4.6%	7.4%	4.4%	21.1%	23.5%	21.7%	24.0%	-0.3%	Dec '25
Bank Loan- Invesco	20.96	0.10%	-0.1%	0.6%	0.8%	2.9%	5.7%	8.2%	5.6%	26.8%	28.5%	25.4%	31.7%	-0.3%	Dec '25
Interval CEF- Cliffwater	10.70	0%	0.2%	0.8%	2.0%	4.3%	8.9%	12.6%	8.7%	35.1%	55.7%	40.7%	37.1%	New Peak	Dec '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	53.77	0.7%	3.4%	3.4%	3.7%	12.8%	15.2%	27.9%	18.1%	89.7%	137.1%	87.1%	106.6%	-0.1%	Oct '25
Int’l Min Volatility- Franklin	36.71	0.3%	1.1%	0.9%	6.5%	14.2%	25.1%	15.9%	23.9%	67.1%	107.2%	74.0%	86.8%	-0.6%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.82	-0.7%	2.1%	5.3%	3.4%	8.2%	2.1%	62.3%	4.3%	145.0%	308.8%	220.9%	229.8%	-3.7%	Dec '24
Small Value- Avantis	103.73	-0.5%	0.2%	6.3%	3.5%	15.5%	8.3%	9.3%	8.9%	45.3%	97.0%	37.1%	57.4%	-2.4%	Dec '25
Mid Value- Pacer Cash Cows	61.13	-0.2%	0.6%	5.1%	6.4%	12.3%	8.6%	10.6%	9.6%	37.7%	100.3%	39.0%	50.3%	-0.7%	Dec '25
Growth- S&P Momentum	120.98	0.6%	3.8%	3.5%	0.1%	10.2%	24.7%	45.8%	28.0%	119.3%	143.0%	96.5%	141.5%	-2.6%	Oct '25
Invesco S&P Quality	75.98	0.08%	1.5%	4.0%	4.1%	8.0%	11.9%	25.4%	14.3%	79.1%	95.3%	50.2%	98.0%	-0.4%	Dec '25
Rotation Factor- BlackRock	61.44	0.6%	3.0%	3.1%	4.4%	15.5%	17.8%	30.3%	21.0%	114.7%	115.7%	70.4%	130.9%	New Peak	Dec '25
US Min Volatility- Fidelity	67.11	0.3%	1.5%	1.1%	2.5%	8.5%	10.0%	16.1%	12.0%	51.0%	69.3%	36.3%	66.2%	-1.1%	Nov '25
Derivative Income- JPMorgan	57.82	0.10%	1.0%	1.7%	2.9%	5.6%	6.1%	12.6%	7.7%	32.9%	58.1%	29.1%	47.3%	New Peak	Dec '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	15.84	-0.3%	0.3%	1.4%	-0.8%	3.3%	7.0%	12.1%	6.7%	22.8%	36.1%	34.5%	34.0%	-1.5%	Aug '25
Multistrategy- AQR	14.03	0.1%	-1.0%	-0.4%	1.0%	5.7%	14.3%	13.3%	14.0%	40.5%	83.0%	61.4%	44.2%	-2.0%	Nov '25
Long Short- AQR	21.29	0.1%	1.8%	4.5%	7.7%	14.0%	31.7%	30.5%	32.9%	114.3%	250.4%	165.8%	153.5%	-0.1%	Dec '25
Mkt Neutral- BlackRock	14.65	0%	1.0%	0.5%	0.3%	5.5%	14.4%	21.4%	14.5%	59.0%	69.6%	63.6%	64.2%	-1.3%	Dec '25
Multi Strategy- Variant	26.87	0.04%	0.1%	0.6%	2.2%	4.0%	7.1%	5.1%	6.9%	23.1%	45.8%	29.6%	25.2%	New Peak	Dec '25
Long Short- First Trust	71.37	0.2%	1.7%	1.0%	2.7%	9.3%	7.5%	18.8%	9.3%	50.1%	70.4%	44.0%	59.2%	-0.8%	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)	314.35	1.5%	5.9%	-1.3%	27.2%	88.7%	60.8%	36.0%	66.6%	254.7%	265.0%	118.3%	224.4%	-2.8%	Nov '25
Meta (Communications)	664.94	0.5%	2.4%	8.5%	-12.6%	-6.6%	9.7%	66.0%	13.8%	466.8%	150.2%	97.6%	424.7%	-15.8%	Aug '25
Amazon (Cyclical)	232.14	1.6%	4.9%	2.6%	5.4%	9.1%	1.3%	44.4%	5.8%	172.3%	46.3%	36.2%	105.6%	-8.6%	Nov '25
Tesla (Cyclical)	485.56	-0.6%	3.9%	16.2%	9.7%	42.6%	5.0%	62.5%	20.2%	294.3%	120.1%	21.4%	123.5%	-0.9%	Dec '25
Procter & Gamble (Defensive)	143.18	0.3%	-3.1%	-2.6%	-5.4%	-9.5%	-13.0%	17.3%	-12.3%	1.2%	17.8%	-2.8%	25.0%	-18.2%	Dec '24
PepsiCo (Defensive)	143.68	-2.3%	-4.3%	-1.3%	1.1%	10.7%	-3.2%	-7.6%	-2.7%	-13.8%	14.4%	-6.8%	-6.7%	-20.4%	May '23
Coca-Cola (Defensive)	69.87	-0.5%	-1.1%	-3.7%	5.1%	0.3%	13.7%	8.9%	14.7%	19.0%	50.9%	31.8%	38.7%	-4.2%	Nov '25
Exxon Mobil (Energy)	119.42	1.1%	1.7%	3.0%	5.2%	12.2%	16.4%	11.3%	15.1%	21.8%	251.2%	116.6%	35.6%	-0.4%	Oct '24
Chevron (Energy)	150.51	0.5%	0.7%	0.5%	-4.4%	7.2%	9.5%	1.3%	8.7%	-3.8%	118.1%	48.3%	9.1%	-9.1%	Jan '23
JPMorgan Chase (Financial)	325.93	0.9%	3.5%	9.4%	4.5%	17.0%	37.4%	44.3%	38.8%	167.3%	198.0%	123.9%	238.7%	New Peak	Dec '25
Visa (Financial)	353.38	0.4%	2.6%	7.3%	4.5%	0.9%	11.0%	22.3%	12.6%	75.6%	75.6%	64.5%	103.2%	-5.0%	Jun '25
Mastercard (Financial)	576.35	0.11%	1.9%	7.2%	1.5%	3.7%	8.2%	24.2%	10.1%	70.7%	76.5%	59.1%	107.0%	-3.6%	Aug '25
Bank of America (Financial)	55.97	0.2%	2.6%	7.8%	8.3%	20.6%	28.4%	33.9%	29.6%	85.5%	109.7%	33.5%	102.9%	New Peak	Dec '25
UnitedHealth (Health)	324.80	-0.11%	-2.1%	1.8%	-7.7%	6.9%	-34.7%	-2.4%	-34.7%	-35.9%	2.7%	-31.3%	-31.6%	-46.9%	Nov '24
Johnson & Johnson (Health)	205.78	-0.7%	-2.2%	0.5%	16.5%	36.2%	44.5%	-4.8%	45.7%	26.2%	54.6%	34.0%	38.6%	-3.9%	Dec '25
Eli Lilly (Health)	1071.64	-0.4%	2.9%	0.1%	44.7%	38.2%	35.7%	33.3%	39.8%	198.3%	577.6%	309.4%	239.1%	-3.5%	Nov '25
Union Pacific (Industrials)	234.15	-0.2%	-1.1%	4.3%	1.6%	3.4%	3.7%	-5.1%	4.5%	19.0%	28.0%	3.1%	30.8%	-8.1%	Mar '22
Honeywell (Industrials)	195.50	-0.2%	-2.2%	3.6%	0.0%	-6.6%	-7.4%	10.0%	-6.2%	3.5%	9.6%	9.2%	28.7%	-12.7%	Jul '25
Nvidia (IT)	189.21	3.0%	10.7%	3.6%	6.9%	27.9%	35.0%	171.2%	40.9%	1145.5%	1360.2%	529.3%	1547.3%	-8.6%	Oct '25
Broadcom (IT)	349.32	2.3%	7.1%	-7.6%	3.0%	32.7%	46.8%	110.5%	51.7%	560.1%	798.3%	467.4%	754.0%	-15.4%	Dec '25
Adobe (IT)	352.42	-1.4%	-0.6%	10.6%	-0.2%	-7.8%	-21.3%	-25.5%	-20.7%	4.1%	-29.5%	-37.6%	23.2%	-48.8%	Nov '21
Oracle (IT)	195.34	-1.5%	9.5%	-2.5%	-36.6%	-8.9%	15.1%	60.0%	18.4%	150.7%	222.4%	134.6%	217.9%	-40.4%	Sep '25
salesforce.com (IT)	263.43	-0.5%	2.2%	16.1%	7.1%	-2.7%	-23.1%	27.8%	-20.8%	105.7%	17.9%	4.2%	87.1%	-28.0%	Dec '24
Linde PLC (Materials)	425.10	0.4%	0.7%	4.3%	-10.3%	-7.9%	0.8%	3.2%	2.5%	33.8%	76.8%	32.1%	62.8%	-12.1%	Sep '25
Sherwin-Williams (Materials)	324.05	0.06%	-1.2%	-4.1%	-5.3%	-5.8%	-5.7%	9.9%	-3.8%	37.2%	38.5%	-0.9%	65.6%	-18.2%	Nov '24
American Tower (Real Estate)	174.51	1.1%	-2.2%	-2.8%	-8.8%	-21.4%	-2.3%	-12.2%	-2.5%	-9.3%	-8.5%	-31.5%	4.8%	-34.7%	Sep '21
Prologis Inc. (Real Estate)	127.77	0.1%	-0.2%	1.0%	13.2%	19.2%	25.4%	-18.1%	24.2%	22.7%	50.0%	-13.3%	39.7%	-17.8%	Apr '22
NextEra Energy (Utilities)	79.79	-0.3%	-0.6%	-5.3%	8.1%	12.6%	12.1%	21.5%	14.0%	2.7%	20.1%	-3.6%	19.5%	-7.5%	Nov '25
Duke Energy (Utilities)	116.79	0.4%	-0.5%	-4.3%	-4.7%	1.6%	11.1%	15.6%	12.3%	27.7%	58.4%	32.0%	54.6%	-8.7%	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	15.77	-1.7%	-1.3%	-1.2%	-0.3%	3.5%	9.3%	6.8%	7.4%	24.8%	13.2%	8.5%	30.0%	-2.1%	Oct '25
Moderate-60% Stock	65.22	0.3%	0.6%	1.3%	2.3%	8.5%	14.4%	10.7%	15.6%	46.7%	39.8%	24.8%	58.4%	-0.8%	Dec '25
Mod Agg-80% Stock	50.99	-2.7%	-1.0%	0.0%	0.7%	9.4%	19.2%	17.5%	16.5%	63.3%	62.3%	35.2%	77.7%	-2.7%	Dec '25
Aggressive-90% Stock	32.07	0.5%	2.8%	3.6%	4.5%	12.8%	21.6%	14.8%	21.3%	71.5%	70.7%	39.2%	85.9%	New Peak	Dec '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	87328.36	-1.3%	1.4%	-1.1%	-22.9%	-17.7%	-11.5%	121.9%	-6.5%	419.9%	267.9%	88.0%	355.8%	-30.0%	Oct '25
Ethereum	2947.12	-2.0%	4.1%	-0.2%	-29.0%	20.4%	-15.6%	44.8%	-11.6%	141.5%	381.9%	-21.6%	127.6%	-39.0%	Aug '25
BNB	840.30	-2.0%	-0.3%	-2.8%	-17.5%	30.5%	20.6%	123.3%	19.9%	241.4%	2485.5%	64.1%	210.1%	-35.9%	Oct '25
Solana	122.47	-2.6%	-0.5%	-11.5%	-42.2%	-16.1%	-37.8%	78.0%	-35.3%	939.1%	8889.2%	-28.1%	293.0%	-53.2%	Jan '25
Bitcoin ETF	49.65	-0.9%	1.9%	-1.8%	-22.9%	-17.3%	-11.7%	-	-6.4%	-	-	-	-	-30.4%	Oct '25
Grayscale Bitcoin (hi fee)	68.50	-0.8%	2.1%	-1.8%	-23.0%	-17.7%	-12.7%	136.7%	-7.5%	810.3%	177.3%	121.3%	576.4%	-30.4%	Oct '25
Bloomberg Commodities	23.07	1.4%	2.4%	3.6%	8.2%	10.5%	17.9%	5.5%	16.8%	12.9%	65.1%	28.9%	11.8%	-6.1%	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	4.83	-0.2%	0.1%	3.3%	1.5%	0.0%	1.4%	19.1%	0.9%	26.2%	190.3%	139.6%	24.4%	-5.3%	Oct '23
10yr Treasury rate	4.17	0%	0.4%	3.2%	0.5%	-2.9%	-9.2%	18.3%	-8.8%	11.1%	349.2%	156.1%	6.8%	-16.4%	Oct '23
5yr Treasury rate	3.73	0.4%	1.1%	3.6%	0.6%	-3.2%	-15.9%	14.1%	-14.7%	-3.3%	925.8%	173.6%	-9.2%	-24.7%	Oct '23
13-week T-bill	3.55	0.5%	0.1%	-4.9%	-8.1%	-15.2%	-15.5%	-18.8%	-15.7%	-15.4%	4629.3%	6592.5%	0.4%	-33.7%	Oct '23
Crude Oil	58.48	0.2%	4.5%	-0.6%	-10.0%	-9.2%	-16.6%	0.1%	-18.5%	-26.5%	21.3%	-23.1%	-33.0%	-52.7%	Mar '22
Gold	4521.70	0.9%	4.0%	10.5%	21.2%	36.3%	72.6%	27.5%	72.0%	151.8%	140.5%	151.3%	170.7%	New Peak	Dec '25
EUR/USD	1.18	0.2%	0.4%	2.5%	0.4%	1.5%	13.3%	-6.0%	13.3%	11.2%	-3.3%	3.7%	21.5%	-4.5%	Jan '21
USD/JPY	155.98	-0.6%	0.8%	-0.5%	4.9%	7.6%	-0.8%	11.0%	-0.6%	17.8%	50.6%	35.5%	6.3%	-3.5%	Jul '24
S&P 500 Volatility Index	14.00	-0.6%	-20.5%	-31.8%	-13.5%	-19.9%	-1.9%	39.4%	-19.3%	-32.9%	-35.0%	-15.7%	-58.3%	-73.2%	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	50.74	-0.02%	0.1%	-0.4%	0.3%	2.0%	5.4%	6.5%	5.1%	19.3%	16.9%	16.2%	21.3%	-0.5%	Dec '25
Interm Muni- JPMorgan	50.58	0.06%	0.1%	-0.3%	0.8%	3.6%	4.0%	1.9%	3.8%	11.9%	5.5%	3.8%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.64	0.04%	-0.3%	-0.1%	1.2%	4.5%	8.4%	1.5%	8.2%	14.7%	2.4%	2.5%	19.2%	-0.4%	Dec '25
Interm Bond- Vanguard	77.77	-0.05%	0.0%	-1.0%	0.2%	2.8%	7.9%	1.6%	7.6%	14.9%	-1.6%	1.3%	19.0%	-1.8%	Dec '20
Multisector Bond- Intrepid	9.05	0%	0.1%	0.0%	0.2%	4.2%	7.4%	10.4%	7.1%	29.8%	39.9%	27.0%	33.4%	-0.3%	Nov '25
Int’l Bond- JPMorgan	48.89	0.10%	0.1%	0.0%	0.5%	2.7%	7.3%	3.5%	7.6%	20.6%	13.7%	13.1%	27.1%	-0.6%	Oct '25
Long Bond- Vanguard	76.02	0.3%	0.4%	-1.6%	-0.9%	3.5%	5.9%	-1.9%	6.5%	13.1%	-14.8%	-12.2%	24.0%	-15.8%	Sep '21
Long CA Muni- PIMCO	9.41	0%	0.0%	-0.3%	1.0%	4.4%	4.2%	2.9%	3.6%	15.5%	6.2%	3.2%	18.6%	-0.6%	Nov '25
Long Muni- iShares	57.39	0.10%	0.2%	-0.3%	1.2%	4.5%	3.3%	1.6%	2.7%	9.9%	2.0%	1.4%	13.1%	-0.5%	Nov '25

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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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