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S&P 500

Return

74.1%

[

12.0%

annualized]

Dec 31 2020 - Nov 20 2025

-5.1%

Below
Peak
Oct '25

DJIA (Large Value)

Return

49.5%

[

8.6%

annualized]

Dec 31 2020 - Nov 20 2025

-5.2%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

16.7%

[

3.2%

annualized]

Dec 31 2020 - Nov 20 2025

-8.5%

Below
Peak
Oct '25

Performance Range:

As of Nov 20 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	6538.76	-1.6%	-2.9%	-2.9%	2.6%	11.9%	9.9%	23.3%	11.2%	65.5%	83.8%	36.3%	82.8%	-5.1%	Oct '25
DJIA (Large Value)	45752.26	-0.8%	-3.0%	-2.5%	2.2%	9.3%	4.3%	12.9%	7.5%	35.8%	56.3%	25.1%	56.6%	-5.2%	Nov '25
Russell 2000 (Small Cap)	2305.11	-1.8%	-3.5%	-7.3%	1.4%	12.6%	-2.5%	10.0%	3.4%	25.3%	29.1%	1.4%	36.6%	-8.5%	Oct '25
NASDAQ Comp (Tech/Growth)	22078.05	-2.2%	-3.6%	-3.8%	4.6%	17.0%	16.4%	28.6%	14.3%	100.3%	86.2%	39.4%	111.9%	-7.8%	Oct '25
Aggregate Bond	100.20	0.12%	0.2%	-0.7%	2.4%	5.5%	6.6%	1.3%	6.8%	14.9%	-2.1%	0.1%	17.0%	-2.3%	Dec '20
Corp Bond	110.53	0.1%	0.3%	-1.4%	2.2%	7.0%	6.7%	0.9%	7.4%	19.0%	-3.7%	-1.7%	24.7%	-4.6%	Sep '21
High Yield Bond	80.10	-0.06%	-0.1%	-0.3%	1.3%	4.6%	6.7%	8.0%	6.9%	28.9%	21.8%	14.6%	34.2%	-0.9%	Oct '25
Preferred	30.31	-0.6%	-1.9%	-3.6%	-2.2%	4.4%	-0.8%	7.2%	1.9%	17.0%	7.8%	-1.7%	20.7%	-4.6%	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	84.46	-1.5%	-2.7%	-4.7%	-6.1%	-0.8%	-7.9%	0.1%	1.9%	11.7%	33.7%	1.9%	30.8%	-11.8%	Oct '24
Consumer Discretionary/Cyclical	221.16	-1.5%	-4.2%	-7.5%	-2.1%	4.9%	3.7%	26.5%	-0.8%	63.4%	49.8%	8.6%	63.3%	-8.7%	Nov '25
Financial Services	51.11	-0.9%	-2.6%	-3.1%	-2.7%	2.3%	3.4%	30.6%	6.9%	51.6%	105.4%	38.0%	77.6%	-5.6%	Sep '25
Real Estate	88.14	-0.4%	-1.6%	-4.0%	-1.6%	2.8%	-4.0%	4.8%	1.9%	16.3%	26.3%	-11.2%	30.3%	-11.9%	Dec '21
Communication Services	109.97	-1.1%	-1.2%	-5.7%	0.6%	9.7%	14.6%	34.7%	14.6%	131.1%	80.5%	46.1%	138.3%	-7.6%	Sep '25
Energy	88.86	-1.1%	-3.4%	2.5%	3.7%	10.1%	-5.5%	5.6%	6.3%	9.0%	201.2%	77.7%	23.0%	-5.6%	Nov '24
Industrials	147.83	-1.7%	-2.7%	-4.6%	-1.5%	5.4%	6.7%	17.3%	13.3%	55.4%	84.3%	49.6%	82.8%	-5.1%	Oct '25
Technology	272.15	-3.1%	-5.6%	-5.6%	5.2%	19.0%	17.3%	21.6%	17.6%	113.1%	135.8%	59.8%	138.9%	-10.5%	Oct '25
Consumer Staples/Defensive	77.06	0.7%	-0.3%	-2.8%	-5.9%	-4.3%	-2.4%	12.2%	-0.1%	10.7%	32.2%	10.3%	23.4%	-6.8%	Aug '25
Healthcare	151.42	-0.6%	-0.3%	4.3%	11.0%	16.2%	7.0%	2.5%	11.5%	18.2%	50.7%	15.4%	30.5%	-1.6%	Sep '24
Utilities	88.02	-0.5%	-0.8%	-2.9%	3.5%	9.8%	10.6%	23.3%	18.7%	39.7%	61.5%	39.2%	57.0%	-5.3%	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	135.50	-1.5%	-3.3%	-2.9%	2.6%	11.2%	14.8%	17.4%	16.2%	65.1%	71.1%	35.5%	84.1%	-5.0%	Oct '25
MSCI Emerging Markets	53.11	-1.4%	-3.4%	-2.2%	7.0%	16.1%	26.0%	6.5%	28.2%	52.4%	21.2%	17.3%	65.3%	-5.2%	Oct '25
FTSE Europe	77.90	-1.4%	-3.9%	-3.4%	-1.0%	3.8%	24.6%	1.9%	25.4%	56.6%	59.7%	27.8%	87.2%	-5.3%	Nov '25
MSCI Japan	79.49	-1.5%	-5.3%	-3.7%	1.0%	10.8%	20.6%	7.0%	19.4%	55.9%	34.1%	26.4%	72.1%	-5.8%	Nov '25
MSCI India	54.72	-0.2%	0.2%	0.4%	2.1%	1.3%	3.6%	8.6%	4.0%	29.6%	61.3%	18.5%	36.2%	-6.9%	Sep '24
MSCI China	60.88	-1.7%	-4.1%	-4.0%	1.5%	11.8%	31.7%	17.7%	31.2%	52.5%	-17.1%	5.9%	62.6%	-31.0%	Feb '21
International Bond	49.46	0.02%	0.0%	-0.6%	1.2%	2.6%	3.5%	3.6%	3.0%	14.0%	-0.7%	1.6%	17.6%	-1.2%	Dec '20
iShares Latin America	29.59	-1.9%	-3.1%	4.9%	14.0%	18.0%	32.1%	-23.1%	44.8%	47.6%	62.9%	63.9%	47.2%	-4.9%	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	599.96	-1.5%	-2.9%	-2.8%	3.0%	12.6%	11.3%	25.0%	12.4%	72.7%	97.7%	44.3%	91.2%	-5.1%	Oct '25
US Large Growth	454.95	-2.0%	-3.4%	-3.7%	3.9%	15.8%	16.0%	33.1%	13.6%	107.0%	108.2%	51.4%	122.3%	-7.5%	Oct '25
US Large Value	199.94	-1.1%	-2.4%	-2.5%	1.2%	7.8%	3.8%	14.2%	9.4%	37.2%	69.1%	27.9%	55.2%	-3.9%	Nov '25

US MidCap Blend	278.04	-1.5%	-3.1%	-5.3%	-2.2%	4.7%	1.2%	15.3%	6.5%	39.5%	53.5%	16.5%	55.3%	-6.1%	Oct '25
US MidCap Growth	269.71	-2.2%	-3.6%	-8.1%	-4.7%	2.2%	2.4%	16.4%	6.8%	49.3%	41.4%	10.3%	62.7%	-9.5%	Oct '25
US MidCap Value	168.89	-1.0%	-2.8%	-3.1%	-0.5%	6.4%	-0.2%	14.0%	6.2%	30.5%	65.2%	22.4%	48.0%	-4.1%	Nov '25

US Small Blend	241.32	-1.8%	-3.4%	-6.2%	-1.2%	7.1%	-3.5%	14.2%	1.5%	32.9%	45.1%	12.3%	45.7%	-7.2%	Oct '25
US Small Growth	300.69	-2.4%	-3.7%	-8.6%	1.3%	12.9%	-0.7%	15.0%	4.9%	37.5%	21.2%	4.1%	47.8%	-10.2%	Oct '25
US Small Value	168.85	-1.4%	-3.3%	-5.8%	2.0%	13.9%	-2.0%	7.6%	4.1%	22.6%	53.3%	8.1%	36.2%	-7.0%	Oct '25

Foreign Large Blend	91.24	-1.4%	-4.2%	-3.5%	-0.7%	5.5%	21.8%	3.5%	22.8%	53.3%	50.2%	27.9%	77.9%	-5.5%	Nov '25
Foreign Growth	109.44	-1.6%	-4.6%	-6.1%	-1.5%	1.9%	13.1%	1.5%	14.1%	36.7%	22.4%	4.5%	58.4%	-6.9%	Oct '25
Foreign Value	67.34	-1.2%	-4.2%	-1.1%	-0.1%	8.8%	29.9%	5.4%	31.1%	70.5%	80.5%	54.3%	98.0%	-5.1%	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	23.63	-0.4%	-0.5%	0.2%	-0.2%	1.4%	3.8%	8.3%	3.1%	28.6%	32.7%	24.7%	30.4%	-1.1%	Sep '25
Ultra Short- Janus AAA CLO	50.67	0%	0.1%	0.5%	1.2%	2.8%	5.1%	7.4%	4.4%	22.2%	24.0%	21.8%	24.0%	New Peak	Nov '25
Bank Loan- Invesco	20.91	-0.05%	-0.2%	0.7%	1.5%	3.6%	5.7%	8.2%	5.3%	28.4%	30.5%	25.1%	31.3%	-0.3%	Nov '25
Interval CEF- Cliffwater	10.61	0%	0.1%	0.7%	1.9%	4.2%	9.1%	12.6%	7.8%	34.7%	55.8%	39.5%	36.0%	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	50.69	-1.6%	-2.9%	-3.0%	1.3%	11.4%	8.6%	27.9%	11.3%	75.3%	135.3%	76.4%	94.8%	-5.8%	Oct '25
Int’l Min Volatility- Franklin	35.99	-0.8%	-1.8%	2.3%	3.8%	11.9%	21.4%	15.9%	21.5%	64.7%	106.7%	70.6%	83.1%	-2.2%	Nov '25
MidCap 30 - Hennessy (hi fee)	22.60	-3.3%	-5.5%	-6.7%	-3.9%	3.4%	10.1%	62.3%	-5.0%	170.2%	300.6%	192.2%	200.3%	-12.3%	Dec '24
Small Value- Avantis	93.93	-1.5%	-3.8%	-4.9%	-0.9%	8.4%	-7.0%	9.3%	-1.4%	26.6%	95.3%	24.2%	42.5%	-10.2%	Nov '24
Mid Value- Pacer Cash Cows	56.87	-1.5%	-3.0%	-1.7%	0.3%	6.9%	-3.6%	10.6%	2.0%	25.9%	99.6%	29.3%	39.8%	-5.7%	Nov '24
Growth- S&P Momentum	114.42	-2.0%	-2.9%	-5.2%	-0.2%	11.5%	20.7%	45.8%	21.1%	105.6%	139.7%	85.9%	128.4%	-7.9%	Oct '25
Invesco S&P Quality	71.64	-1.3%	-2.5%	-4.1%	-0.3%	3.5%	6.6%	25.4%	7.8%	65.2%	91.8%	41.6%	86.6%	-4.5%	Oct '25
Rotation Factor- BlackRock	58.24	-1.6%	-2.9%	-2.0%	3.7%	14.0%	13.2%	30.3%	14.7%	98.2%	114.5%	61.5%	118.8%	-4.9%	Oct '25
US Min Volatility- Fidelity	65.02	-0.6%	-1.6%	-1.2%	1.6%	7.8%	7.0%	16.1%	8.5%	44.4%	69.0%	32.0%	61.1%	-2.5%	Nov '25
Derivative Income- JPMorgan	55.85	-0.8%	-1.6%	-2.3%	0.1%	4.2%	1.2%	12.6%	4.0%	28.1%	55.4%	24.7%	42.3%	-2.5%	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	15.67	-0.06%	-0.3%	-0.6%	-1.8%	2.7%	5.8%	12.1%	5.5%	31.1%	34.6%	33.0%	32.6%	-2.5%	Aug '25
Multistrategy- AQR	14.08	-0.3%	-0.9%	0.9%	4.2%	7.6%	15.8%	13.3%	14.4%	42.8%	88.8%	62.0%	44.8%	-1.7%	Nov '25
Long Short- AQR	20.31	-0.3%	-0.9%	2.1%	5.9%	10.8%	28.6%	30.5%	26.8%	123.2%	248.6%	153.6%	141.9%	-1.1%	Nov '25
Mkt Neutral- BlackRock	14.66	0.07%	-0.1%	1.8%	3.7%	5.1%	16.1%	21.4%	14.5%	62.1%	70.5%	63.7%	64.3%	-0.9%	Sep '25
Multi Strategy- Variant	26.70	0%	0.2%	0.6%	2.1%	3.8%	7.2%	5.1%	6.3%	23.3%	46.4%	28.7%	24.4%	New Peak	Nov '25
Long Short- First Trust	69.47	-1.4%	-2.1%	-0.6%	3.4%	7.2%	7.3%	18.8%	6.4%	46.6%	71.5%	40.1%	55.0%	-3.5%	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)	289.45	-1.1%	4.7%	15.6%	45.0%	72.1%	73.4%	36.0%	53.4%	204.9%	235.7%	101.0%	198.7%	-1.1%	Nov '25
Meta (Communications)	589.15	-0.2%	-3.3%	-19.7%	-20.2%	-7.2%	5.0%	66.0%	0.9%	439.6%	119.8%	75.1%	364.9%	-25.4%	Aug '25
Amazon (Cyclical)	217.14	-2.5%	-7.5%	-2.2%	-2.2%	8.0%	9.5%	44.4%	-1.0%	134.8%	40.1%	27.4%	92.3%	-14.5%	Nov '25
Tesla (Cyclical)	395.23	-2.2%	-2.3%	-10.7%	23.5%	18.1%	16.4%	62.5%	-2.1%	135.4%	142.2%	-1.2%	81.9%	-17.6%	Dec '24
Procter & Gamble (Defensive)	148.19	0.8%	0.4%	-1.6%	-6.0%	-9.2%	-12.0%	17.3%	-9.3%	10.7%	20.6%	0.6%	29.4%	-15.4%	Dec '24
PepsiCo (Defensive)	146.10	-0.7%	0.2%	-4.6%	-1.0%	14.6%	-5.4%	-7.6%	-1.0%	-13.0%	18.5%	-5.2%	-5.1%	-19.1%	May '23
Coca-Cola (Defensive)	71.21	0.1%	0.1%	0.0%	1.6%	0.6%	15.0%	8.9%	16.9%	25.5%	57.3%	34.4%	41.3%	-2.2%	Apr '25
Exxon Mobil (Energy)	117.02	-0.3%	-1.9%	4.7%	8.1%	14.9%	-0.5%	11.3%	12.8%	16.9%	287.6%	112.3%	32.9%	-2.4%	Oct '24
Chevron (Energy)	150.31	-0.9%	-3.6%	-1.2%	-2.3%	13.4%	-2.7%	1.3%	8.6%	-5.9%	116.7%	48.1%	9.0%	-9.2%	Jan '23
JPMorgan Chase (Financial)	298.38	-1.6%	-1.7%	0.4%	2.9%	15.4%	24.5%	44.3%	27.1%	141.5%	196.5%	105.0%	210.1%	-6.9%	Nov '25
Visa (Financial)	323.77	-0.11%	-1.9%	-6.6%	-5.6%	-9.3%	5.2%	22.3%	3.2%	60.5%	64.7%	50.7%	86.2%	-12.9%	Jun '25
Mastercard (Financial)	527.88	-0.5%	-3.3%	-7.7%	-10.7%	-7.1%	3.1%	24.2%	0.8%	58.8%	68.1%	45.7%	89.6%	-11.8%	Aug '25
Bank of America (Financial)	51.00	-2.0%	-3.1%	-1.0%	6.3%	19.3%	12.4%	33.9%	18.1%	48.0%	114.9%	21.6%	84.9%	-5.7%	Nov '25
UnitedHealth (Health)	311.54	0.8%	-3.2%	-14.7%	3.3%	4.2%	-46.7%	-2.4%	-37.3%	-36.6%	0.7%	-34.1%	-34.4%	-49.1%	Nov '24
Johnson & Johnson (Health)	203.07	0.3%	3.6%	5.8%	14.3%	34.7%	34.8%	-4.8%	43.8%	25.6%	60.0%	32.3%	36.8%	New Peak	Nov '25
Eli Lilly (Health)	1043.29	-0.6%	1.8%	30.7%	47.2%	44.4%	40.2%	33.3%	36.1%	195.8%	655.6%	298.5%	230.1%	-0.6%	Nov '25
Union Pacific (Industrials)	221.21	0.02%	-0.8%	-2.4%	-1.2%	0.1%	-5.3%	-5.1%	-1.3%	11.8%	21.5%	-2.6%	23.6%	-13.2%	Mar '22
Honeywell (Industrials)	188.14	-1.3%	-5.5%	-4.0%	-7.6%	-9.0%	-9.8%	10.0%	-9.7%	-1.7%	9.4%	5.1%	23.8%	-16.0%	Jul '25
Nvidia (IT)	180.64	-3.2%	-5.0%	-0.3%	3.2%	37.1%	23.2%	171.2%	34.5%	1080.8%	1284.4%	500.8%	1472.7%	-12.8%	Oct '25
Broadcom (IT)	346.82	-2.1%	1.3%	1.2%	20.0%	51.6%	113.6%	110.5%	50.7%	605.5%	912.4%	463.4%	747.9%	-10.1%	Oct '25
Adobe (IT)	312.40	-1.8%	-5.7%	-12.6%	-11.6%	-24.5%	-38.1%	-25.5%	-29.7%	-2.8%	-32.5%	-44.6%	9.2%	-54.6%	Nov '21
Oracle (IT)	210.69	-6.6%	-5.5%	-23.4%	-9.5%	34.6%	10.6%	60.0%	27.7%	173.9%	305.5%	153.1%	242.8%	-35.7%	Sep '25
salesforce.com (IT)	225.37	-1.1%	-7.5%	-14.4%	-8.2%	-19.9%	-32.5%	27.8%	-32.3%	57.2%	-11.7%	-10.9%	60.1%	-38.4%	Dec '24
Linde PLC (Materials)	408.51	-1.1%	-3.5%	-9.2%	-14.7%	-9.7%	-9.1%	3.2%	-1.5%	27.0%	73.7%	26.9%	56.4%	-15.5%	Sep '25
Sherwin-Williams (Materials)	328.01	-0.5%	-1.3%	-2.9%	-9.6%	-6.9%	-13.7%	9.9%	-2.6%	40.9%	42.1%	0.3%	67.7%	-17.2%	Nov '24
American Tower (Real Estate)	179.12	-0.8%	-2.4%	-6.9%	-13.8%	-14.8%	-8.7%	-12.2%	0.1%	-10.1%	-11.2%	-29.7%	7.6%	-33.0%	Sep '21
Prologis Inc. (Real Estate)	123.12	0.6%	0.2%	-2.3%	14.6%	19.8%	12.0%	-18.1%	19.7%	17.6%	41.0%	-16.5%	34.6%	-20.8%	Apr '22
NextEra Energy (Utilities)	84.30	0.04%	0.5%	0.4%	11.7%	19.7%	12.4%	21.5%	20.4%	9.8%	26.5%	1.8%	26.2%	-2.0%	Oct '25
Duke Energy (Utilities)	122.54	0.3%	-0.1%	-3.7%	-0.4%	7.1%	10.5%	15.6%	17.9%	42.2%	61.0%	38.5%	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	15.85	-0.2%	-0.6%	-1.2%	2.1%	5.9%	9.8%	6.8%	7.9%	25.7%	15.0%	9.0%	30.6%	-1.6%	Oct '25
Moderate-60% Stock	63.50	-0.8%	-1.9%	-1.9%	2.4%	9.0%	11.7%	10.7%	12.6%	43.0%	40.1%	21.5%	54.2%	-3.2%	Oct '25
Mod Agg-80% Stock	50.05	-1.2%	-2.6%	-2.7%	2.2%	9.9%	17.3%	17.5%	14.4%	59.4%	65.9%	32.7%	74.4%	-4.2%	Oct '25
Aggressive-90% Stock	30.31	-1.4%	-3.0%	-2.8%	2.4%	10.7%	15.0%	14.8%	14.7%	61.2%	69.8%	31.6%	75.7%	-4.8%	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	85583.21	-6.4%	-9.3%	-21.1%	-23.9%	-22.0%	-13.1%	121.9%	-8.4%	442.1%	359.6%	84.2%	346.7%	-31.4%	Oct '25
Ethereum	2799.39	-7.4%	-9.8%	-27.8%	-33.7%	9.7%	-16.7%	44.8%	-16.0%	152.6%	449.2%	-25.6%	116.2%	-42.1%	Aug '25
BNB	862.03	-3.8%	-5.8%	-18.5%	2.7%	28.1%	38.4%	123.3%	23.0%	239.2%	2883.6%	68.3%	218.1%	-34.2%	Oct '25
Solana	132.35	-3.2%	-4.6%	-28.7%	-26.6%	-23.8%	-48.5%	78.0%	-30.1%	1017.2%	6216.0%	-22.3%	324.7%	-49.5%	Jan '25
Bitcoin ETF	48.96	-3.5%	-8.4%	-22.9%	-23.1%	-20.8%	-12.4%	-	-7.7%	-	-	-	-	-31.3%	Oct '25
Grayscale Bitcoin (hi fee)	67.56	-3.5%	-8.4%	-22.9%	-23.3%	-21.2%	-13.4%	136.7%	-8.7%	803.2%	252.1%	118.2%	567.2%	-31.4%	Oct '25
Bloomberg Commodities	22.20	-1.1%	-1.1%	1.7%	7.5%	6.9%	13.0%	5.5%	12.4%	6.8%	65.9%	24.1%	7.6%	-9.6%	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	4.73	-0.4%	-0.3%	4.0%	-3.9%	-7.0%	2.4%	19.1%	-1.1%	21.2%	208.9%	134.7%	21.8%	-7.3%	Oct '23
10yr Treasury rate	4.11	-0.7%	-1.0%	3.6%	-5.2%	-10.7%	-7.4%	18.3%	-10.2%	7.3%	395.3%	152.2%	5.2%	-17.7%	Oct '23
5yr Treasury rate	3.67	-0.9%	-1.7%	3.2%	-4.8%	-11.6%	-14.7%	14.1%	-16.1%	-8.4%	876.9%	169.1%	-10.7%	-26.0%	Oct '23
13-week T-bill	3.78	0.08%	-0.3%	-0.3%	-8.6%	-10.9%	-14.5%	-18.8%	-10.3%	-7.9%	6408.6%	7022.6%	6.8%	-29.4%	Oct '23
Crude Oil	58.06	-1.8%	-3.4%	0.4%	-8.6%	-5.7%	-17.2%	0.1%	-19.0%	-27.2%	37.7%	-23.7%	-33.5%	-53.1%	Mar '22
Gold	4060.30	0.09%	-0.7%	-0.7%	21.7%	22.7%	52.0%	27.5%	54.4%	133.7%	116.8%	125.6%	143.1%	-6.4%	Oct '25
EUR/USD	1.15	0.02%	-0.8%	-0.5%	-0.6%	1.9%	9.5%	-6.0%	10.9%	11.7%	-2.7%	1.5%	18.9%	-6.5%	Jan '21
USD/JPY	157.21	0.1%	1.7%	3.5%	5.9%	9.4%	1.2%	11.0%	0.1%	12.1%	51.4%	36.5%	7.1%	-2.7%	Jul '24
S&P 500 Volatility Index	26.42	11.7%	33.2%	47.8%	59.2%	26.6%	56.6%	39.4%	52.3%	18.2%	11.5%	59.2%	-21.3%	-49.5%	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	50.86	0%	0.1%	0.1%	1.3%	3.2%	6.0%	6.5%	5.4%	20.9%	17.7%	16.5%	21.6%	New Peak	Nov '25
Interm Muni- JPMorgan	50.68	0.06%	0.2%	0.1%	3.4%	4.7%	3.8%	1.9%	4.0%	13.8%	6.4%	4.0%	15.4%	-0.3%	Nov '25
Interm Bond- Janus MSB	45.65	0.09%	0.1%	-0.7%	3.0%	6.7%	7.6%	1.5%	7.8%	16.3%	2.3%	2.2%	18.8%	-0.8%	Oct '25
Interm Bond- Vanguard	78.16	0.2%	0.3%	-0.5%	2.3%	5.9%	8.0%	1.6%	8.2%	17.1%	-0.9%	1.8%	19.6%	-1.3%	Dec '20
Multisector Bond- Intrepid	9.03	0.11%	-0.1%	-0.1%	1.6%	5.2%	7.8%	10.4%	6.8%	30.6%	43.5%	26.7%	33.2%	-0.4%	Oct '25
Int’l Bond- JPMorgan	48.75	-0.10%	-0.2%	-0.4%	1.5%	4.5%	7.2%	3.5%	7.3%	22.4%	15.2%	12.8%	26.7%	-0.9%	Oct '25
Long Bond- Vanguard	76.43	0.1%	0.3%	-2.7%	2.7%	9.4%	5.4%	-1.9%	7.0%	17.2%	-14.0%	-11.7%	24.7%	-15.3%	Sep '21
Long CA Muni- PIMCO	9.44	0%	-0.1%	0.0%	4.6%	5.4%	3.6%	2.9%	3.9%	17.2%	7.8%	3.6%	19.0%	-0.3%	Nov '25
Long Muni- iShares	57.52	0.07%	0.3%	0.1%	4.2%	5.5%	3.0%	1.6%	3.0%	11.5%	2.5%	1.6%	13.4%	-0.2%	Nov '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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Nov '25

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Oct '25