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S&P 500 (Large Cap)

Return

66.7%

[

12.0%

annualized]

Dec 31 2020 - Jul 09 2025

-0.3%

Below
Peak
Jul '25

DJIA (Large Value)

Return

45.3%

[

8.6%

annualized]

Dec 31 2020 - Jul 09 2025

-1.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

14.1%

[

2.9%

annualized]

Dec 31 2020 - Jul 09 2025

-7.8%

Below
Peak
Nov '21

Performance Range:

As of Jul 09 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)	6261.49	0.6%	-0.3%	3.7%	18.9%	7.5%	11.1%	23.3%	6.5%	60.6%	96.6%	30.5%	75.0%	-0.3%	Jul '25
DJIA (Large Value)	44458.30	0.5%	-0.8%	3.7%	12.3%	6.0%	11.9%	12.9%	4.5%	41.9%	70.5%	21.5%	52.2%	-1.2%	Dec '24
Russell 2000 (Small Cap)	2252.49	1.1%	0.2%	4.5%	23.0%	2.9%	9.8%	10.0%	1.0%	27.3%	58.3%	-0.9%	33.5%	-7.8%	Nov '21
NASDAQ Comp (Tech/Growth)	20608.08	0.9%	0.0%	4.5%	25.8%	7.5%	10.5%	28.6%	6.7%	77.1%	94.1%	30.2%	97.8%	New Peak	Jul '25
Aggregate Bond	98.49	0.4%	0.0%	1.2%	2.4%	4.7%	4.5%	1.0%	3.6%	7.3%	-4.9%	-3.2%	13.1%	-5.9%	Aug '20
Muni ~7yrs	104.26	0.12%	0.0%	1.1%	2.1%	0.3%	0.6%	1.3%	-0.6%	6.4%	1.9%	-1.4%	8.9%	-2.2%	Dec '24
Corp Bond	108.39	0.3%	-0.6%	1.2%	4.2%	5.2%	4.7%	0.9%	3.8%	11.4%	-5.0%	-5.0%	20.4%	-7.8%	Sep '21
High Yield Bond	80.21	0.3%	-0.2%	1.3%	6.4%	5.1%	9.2%	7.4%	4.9%	27.0%	26.0%	12.0%	31.1%	-0.2%	Jul '25
Preferred	31.19	0.6%	0.6%	3.1%	8.6%	3.8%	5.4%	7.2%	2.6%	13.1%	18.1%	-1.7%	20.7%	-2.4%	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	91.78	0.6%	0.4%	3.7%	18.0%	11.3%	5.8%	0.1%	10.2%	33.6%	74.8%	10.2%	41.5%	-4.6%	Oct '24
Consumer Discretionary/Cyclical	218.95	0.6%	-1.0%	1.4%	16.8%	-0.4%	15.4%	26.5%	-1.9%	53.6%	71.0%	7.3%	61.4%	-7.9%	Dec '24
Financial Services	52.44	0.5%	-1.4%	3.1%	14.6%	11.6%	27.0%	30.6%	9.3%	72.4%	144.7%	41.2%	81.6%	-1.4%	Jul '25
Real Estate	89.13	0.01%	-1.0%	-0.8%	8.9%	6.3%	9.7%	4.8%	2.1%	9.9%	38.1%	-11.0%	30.5%	-11.7%	Dec '21
Communication Services	107.62	0.8%	-0.4%	3.0%	19.2%	12.9%	23.9%	34.7%	11.8%	95.6%	95.3%	42.5%	132.4%	-0.8%	Jun '25
Energy	88.03	-0.5%	1.1%	4.3%	15.3%	1.2%	1.8%	5.6%	4.4%	37.9%	203.0%	74.6%	20.8%	-7.3%	Nov '24
Industrials	149.90	0.7%	0.3%	4.3%	21.8%	14.8%	24.7%	17.3%	14.5%	78.9%	138.0%	51.0%	84.6%	New Peak	Jul '25
Technology	257.83	0.6%	0.3%	7.2%	32.9%	13.1%	9.2%	21.6%	11.3%	98.8%	148.5%	51.2%	126.1%	New Peak	Jul '25
Consumer Staples/Defensive	80.82	-0.7%	-1.7%	-0.5%	2.6%	7.2%	7.1%	12.2%	4.1%	20.1%	52.8%	14.9%	28.5%	-2.1%	Feb '25
Healthcare	135.49	0.4%	0.0%	0.3%	0.9%	-2.1%	-5.8%	2.5%	-0.7%	8.8%	45.6%	2.8%	16.3%	-12.4%	Sep '24
Utilities	81.29	0.2%	-0.7%	1.2%	8.6%	9.1%	20.5%	23.3%	8.9%	27.8%	64.3%	27.7%	44.0%	-1.1%	May '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	129.58	0.5%	-0.2%	3.2%	19.5%	12.2%	13.8%	17.4%	11.1%	59.8%	84.9%	29.6%	76.1%	-0.2%	Jul '25
MSCI Emerging Markets	48.33	-0.08%	-0.9%	2.5%	20.5%	18.8%	12.6%	6.5%	16.7%	29.9%	25.1%	6.8%	50.4%	-7.6%	Feb '21
FTSE Europe	78.69	1.0%	1.2%	2.6%	20.1%	26.5%	18.9%	1.9%	26.3%	65.9%	80.2%	28.7%	88.6%	New Peak	Jul '25
MSCI Japan	73.30	0.2%	-1.7%	0.0%	15.1%	13.3%	5.3%	7.0%	10.1%	44.0%	43.5%	16.5%	58.7%	-2.6%	Jun '25
MSCI India	55.60	-0.2%	-0.3%	0.6%	10.0%	8.6%	-1.3%	8.6%	5.6%	39.6%	94.2%	20.4%	38.4%	-5.4%	Sep '24
MSCI China	54.58	-1.0%	-0.3%	-1.0%	14.9%	26.1%	31.6%	17.7%	17.6%	6.7%	-18.5%	-5.1%	45.8%	-38.1%	Feb '21
International Bond	49.28	0.2%	-0.2%	0.0%	1.4%	2.8%	5.3%	3.6%	1.7%	10.7%	-0.4%	0.3%	16.1%	-2.4%	Dec '20
iShares Latin America	26.12	-0.6%	-2.0%	4.1%	21.1%	26.4%	6.5%	-23.1%	27.8%	43.7%	62.7%	44.7%	29.9%	-16.4%	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	573.61	0.6%	-0.3%	3.8%	19.4%	8.1%	12.6%	25.0%	7.2%	67.9%	111.8%	37.6%	82.3%	-0.3%	Jul '25
US Large Growth	428.69	0.9%	0.1%	4.5%	24.8%	7.9%	12.5%	33.1%	7.0%	90.7%	118.7%	42.5%	109.3%	New Peak	Jul '25
US Large Value	196.26	0.3%	-0.6%	2.9%	13.7%	7.8%	13.9%	14.2%	6.9%	41.7%	91.1%	25.0%	51.7%	-0.6%	Jul '25

US MidCap Blend	283.32	0.4%	-0.1%	3.7%	18.7%	8.7%	17.8%	14.9%	8.2%	46.5%	83.1%	17.8%	57.2%	-0.1%	Jul '25
US MidCap Growth	285.27	0.3%	-0.5%	4.4%	24.6%	11.7%	24.0%	16.4%	12.8%	59.1%	73.0%	16.4%	71.9%	-0.5%	Jul '25
US MidCap Value	166.63	0.1%	-0.5%	2.5%	13.5%	5.9%	12.9%	14.0%	4.2%	36.4%	95.2%	20.1%	45.3%	-3.7%	Nov '24

US Small Blend	243.59	0.8%	0.2%	4.2%	20.4%	3.1%	13.4%	14.2%	2.1%	40.7%	80.1%	13.0%	46.6%	-5.8%	Nov '24
US Small Growth	292.94	1.3%	0.3%	3.7%	24.5%	3.1%	11.9%	15.0%	2.0%	38.7%	45.3%	1.3%	43.8%	-10.4%	Feb '21
US Small Value	164.29	0.2%	-0.4%	4.9%	21.4%	3.5%	9.7%	7.6%	0.9%	25.3%	91.5%	4.7%	31.9%	-8.3%	Nov '24

Foreign Large Blend	89.87	0.8%	0.4%	1.8%	18.7%	21.8%	15.1%	3.5%	20.9%	56.6%	67.0%	26.0%	75.2%	New Peak	Jul '25
Foreign Growth	111.56	0.2%	0.1%	1.1%	18.3%	16.5%	7.9%	1.5%	16.3%	43.6%	40.0%	6.5%	61.4%	-0.4%	Jun '25
Foreign Value	63.98	0.7%	0.0%	2.0%	18.7%	26.0%	22.1%	5.4%	24.6%	68.8%	93.8%	46.6%	88.1%	New Peak	Jul '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	24.19	0.08%	0.1%	1.0%	4.9%	2.8%	6.8%	8.3%	3.1%	32.8%	37.3%	24.7%	30.4%	New Peak	Jul '25
Ultra Short- Janus AAA CLO	50.61	0.06%	0.1%	0.4%	3.0%	2.3%	5.8%	7.4%	2.5%	22.0%	-	19.5%	21.7%	New Peak	Jul '25
Bank Loan- Invesco	20.97	0.10%	0.0%	0.8%	4.7%	3.0%	7.5%	8.2%	3.2%	29.5%	32.9%	22.5%	28.7%	New Peak	Jul '25
Interval CEF- Cliffwater	10.58	0%	0.2%	-1.7%	0.5%	1.9%	7.4%	12.6%	2.2%	28.9%	52.5%	32.3%	28.9%	-2.2%	Jul '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	49.23	0.7%	-0.2%	4.2%	21.0%	7.6%	11.3%	27.9%	7.9%	86.1%	166.1%	70.9%	88.8%	-0.2%	Jul '25
Int’l Min Volatility- Franklin	33.13	0.4%	0.4%	1.0%	14.9%	10.7%	15.3%	15.9%	10.8%	57.3%	99.7%	55.5%	66.9%	New Peak	Jul '25
MidCap 30 - Hennessy (hi fee)	23.37	0.5%	-1.5%	2.2%	19.2%	-1.0%	9.6%	34.6%	-1.8%	95.5%	223.3%	77.6%	82.6%	-10.3%	Nov '24
Small Value- Avantis	94.52	-0.2%	-0.5%	4.4%	21.9%	0.7%	7.7%	9.3%	-1.2%	44.4%	159.3%	24.4%	42.8%	-10.0%	Nov '24
Mid Value- Pacer Cash Cows	56.65	-0.04%	0.0%	2.5%	16.0%	1.1%	6.9%	10.6%	1.0%	36.5%	134.7%	28.1%	38.5%	-6.6%	Nov '24
Growth- S&P Momentum	112.07	0.7%	-0.4%	4.8%	27.2%	17.7%	23.1%	45.8%	18.4%	119.6%	162.2%	81.8%	123.4%	-0.4%	Jul '25
Invesco S&P Quality	71.72	0.13%	-0.5%	1.0%	15.4%	9.0%	12.0%	25.4%	7.6%	74.5%	111.4%	41.4%	86.3%	-0.5%	Jul '25
Rotation Factor- BlackRock	54.79	0.6%	-0.5%	3.8%	19.8%	8.7%	14.4%	30.3%	7.7%	88.7%	128.9%	51.6%	105.5%	-0.5%	Jul '25
US Min Volatility- Fidelity	63.18	0.2%	-0.6%	2.4%	11.2%	6.6%	10.5%	16.1%	5.1%	45.0%	82.8%	27.9%	56.0%	-0.6%	Jul '25
Derivative Income- JPMorgan	56.79	-0.03%	-0.3%	1.8%	9.0%	4.0%	9.6%	12.6%	3.1%	33.0%	71.1%	23.6%	41.1%	-1.2%	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	15.42	-0.4%	-0.6%	0.0%	3.9%	3.5%	6.9%	12.1%	3.8%	28.7%	31.6%	26.2%	25.8%	-0.6%	Jul '25
Multistrategy- AQR	13.26	-0.2%	-0.3%	0.7%	6.3%	6.9%	8.1%	13.3%	7.7%	40.2%	76.8%	52.1%	35.9%	-0.5%	Jul '25
Long Short- AQR	18.70	-0.2%	0.0%	1.5%	11.0%	15.4%	25.4%	30.5%	16.7%	107.3%	201.8%	124.3%	113.9%	-0.8%	Jun '25
Mkt Neutral- BlackRock	14.53	-0.3%	-0.3%	-1.2%	2.5%	5.7%	12.6%	21.4%	7.6%	57.0%	51.7%	53.8%	54.4%	-1.6%	Jun '25
Multi Strategy- Variant	26.56	0%	0.1%	0.7%	1.5%	3.1%	7.5%	5.1%	3.3%	21.9%	45.3%	25.2%	20.9%	New Peak	Jul '25
Long Short- First Trust	66.17	0.3%	-0.2%	1.3%	7.4%	1.0%	5.6%	18.8%	1.1%	41.9%	66.9%	33.2%	47.2%	-2.4%	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)	179.07	2.7%	-0.3%	0.3%	17.3%	-6.5%	-5.9%	36.0%	-5.2%	50.9%	134.1%	24.2%	84.6%	-13.0%	Feb '25
Meta (Communications)	734.27	1.9%	2.1%	4.6%	34.5%	19.4%	37.8%	66.0%	25.6%	332.1%	201.3%	118.1%	479.1%	-0.5%	Jun '25
Amazon (Cyclical)	223.11	1.7%	-0.1%	2.5%	23.1%	1.9%	11.7%	44.4%	1.7%	93.1%	39.4%	30.9%	97.6%	-7.8%	Feb '25
Tesla (Cyclical)	297.30	-0.2%	-5.7%	-8.8%	17.8%	-24.7%	12.9%	62.5%	-26.4%	18.6%	188.7%	-25.7%	36.9%	-38.0%	Dec '24
Procter & Gamble (Defensive)	157.45	-0.3%	-2.1%	-3.3%	-3.1%	0.5%	-3.3%	17.3%	-4.9%	17.1%	43.7%	5.4%	35.6%	-11.3%	Dec '24
PepsiCo (Defensive)	134.56	-0.4%	-0.6%	2.1%	-5.6%	-3.8%	-14.7%	-7.6%	-9.7%	-14.1%	16.2%	-13.5%	-13.4%	-26.2%	May '23
Coca-Cola (Defensive)	69.78	-0.7%	-2.2%	-2.9%	-0.7%	15.9%	14.3%	8.9%	13.7%	20.9%	79.9%	30.7%	37.5%	-4.9%	Apr '25
Exxon Mobil (Energy)	113.51	-0.6%	1.2%	5.9%	14.6%	8.5%	5.0%	11.3%	7.5%	46.2%	234.0%	102.3%	26.6%	-7.0%	Oct '24
Chevron (Energy)	152.98	-0.2%	3.1%	6.7%	14.7%	2.2%	3.1%	1.3%	8.1%	20.9%	123.5%	47.4%	8.5%	-9.6%	Jan '23
JPMorgan Chase (Financial)	284.26	0.5%	-4.0%	6.3%	25.8%	19.8%	39.9%	44.3%	20.5%	168.7%	237.7%	94.3%	194.0%	-4.0%	Jul '25
Visa (Financial)	357.76	0.9%	-0.3%	-3.5%	10.4%	16.7%	37.0%	22.3%	13.6%	79.8%	92.5%	65.9%	105.0%	-4.2%	Jun '25
Mastercard (Financial)	565.11	0.6%	-0.6%	-4.0%	13.3%	12.3%	31.1%	24.2%	7.8%	78.1%	96.6%	55.7%	102.7%	-4.2%	Jun '25
Bank of America (Financial)	47.13	-0.05%	-3.7%	4.5%	32.2%	5.7%	15.7%	33.9%	8.5%	60.6%	121.9%	11.8%	69.9%	-3.7%	Jul '25
UnitedHealth (Health)	301.50	-2.0%	-2.3%	0.0%	-48.9%	-41.4%	-38.7%	-2.4%	-39.7%	-39.0%	11.7%	-36.6%	-36.9%	-51.0%	Nov '24
Johnson & Johnson (Health)	155.72	-0.04%	-0.2%	-0.5%	5.6%	11.4%	7.6%	-4.8%	9.5%	-4.4%	26.1%	0.7%	4.1%	-7.7%	Apr '22
Eli Lilly (Health)	790.23	1.6%	1.2%	-2.1%	9.8%	-0.8%	-15.3%	33.3%	2.7%	145.5%	413.0%	200.8%	149.1%	-17.2%	Aug '24
Union Pacific (Industrials)	237.39	0.4%	0.5%	4.8%	8.9%	6.6%	8.2%	-5.1%	5.3%	21.4%	59.2%	3.9%	31.8%	-7.4%	Mar '22
Honeywell (Industrials)	239.29	-0.2%	-0.5%	5.8%	24.4%	10.8%	13.9%	10.0%	7.0%	47.1%	85.9%	24.6%	46.8%	-0.5%	Jul '25
Apple (IT)	209.80	-0.10%	-1.8%	3.5%	10.3%	-11.2%	-9.5%	30.7%	-16.0%	45.0%	125.0%	17.4%	53.9%	-18.8%	Dec '24
Microsoft (IT)	504.16	1.5%	1.1%	7.1%	32.4%	20.8%	9.0%	12.9%	20.1%	93.1%	146.3%	55.1%	128.5%	New Peak	Jul '25
Nvidia (IT)	163.21	2.0%	2.4%	13.4%	51.7%	20.1%	21.0%	171.2%	21.6%	932.0%	1462.6%	442.9%	1320.9%	New Peak	Jul '25
Broadcom (IT)	276.75	1.8%	0.6%	13.4%	61.0%	24.0%	60.4%	110.5%	20.0%	488.0%	876.6%	348.8%	575.4%	New Peak	Jul '25
Adobe (IT)	380.82	-0.4%	0.4%	-8.5%	8.8%	-6.2%	-32.5%	-25.5%	-14.4%	-2.2%	-18.3%	-32.5%	33.1%	-44.7%	Nov '21
Oracle (IT)	234.22	-0.12%	-1.3%	32.0%	75.6%	52.1%	66.7%	60.0%	41.4%	240.2%	339.5%	180.3%	279.7%	-1.3%	Jul '25
salesforce.com (IT)	271.95	-0.6%	-0.1%	1.6%	6.8%	-14.2%	8.3%	27.8%	-18.4%	56.3%	37.9%	7.4%	92.8%	-25.8%	Dec '24
Linde PLC (Materials)	474.65	1.0%	-0.2%	-0.2%	10.3%	15.4%	10.5%	3.2%	14.1%	80.5%	125.2%	47.0%	81.1%	-1.5%	Oct '24
Sherwin-Williams (Materials)	351.54	1.6%	-0.7%	-2.5%	6.8%	6.9%	16.1%	9.9%	3.9%	51.6%	88.7%	7.0%	78.9%	-11.7%	Nov '24
American Tower (Real Estate)	218.94	-0.8%	-1.3%	2.8%	6.8%	28.3%	14.9%	-12.2%	21.3%	-5.4%	-4.9%	-14.8%	30.4%	-18.8%	Sep '21
Prologis Inc. (Real Estate)	106.44	-0.4%	-1.5%	-1.9%	13.2%	4.7%	-5.5%	-18.1%	2.6%	-4.1%	28.5%	-28.4%	15.4%	-32.1%	Apr '22
NextEra Energy (Utilities)	72.98	0.7%	-1.2%	0.2%	10.3%	10.1%	3.1%	21.5%	3.5%	-1.2%	27.2%	-12.5%	8.4%	-14.1%	Dec '21
Duke Energy (Utilities)	116.38	0.06%	-0.8%	0.0%	0.5%	12.0%	17.4%	15.6%	10.0%	24.0%	74.8%	29.3%	51.4%	-5.3%	Apr '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	15.46	-0.06%	-0.5%	0.1%	4.2%	4.6%	5.7%	4.7%	3.6%	16.1%	9.4%	2.6%	22.9%	-1.0%	Jun '25
Moderate-60% Stock	61.26	0.3%	-0.3%	2.3%	12.2%	9.4%	10.3%	10.7%	8.2%	37.6%	45.6%	16.7%	48.1%	-0.3%	Jul '25
Mod Agg-80% Stock	47.86	0.1%	-0.7%	1.3%	14.5%	9.4%	10.9%	13.1%	8.4%	45.2%	61.2%	20.2%	57.9%	-0.7%	Jul '25
Aggressive-90% Stock	28.94	0.2%	-0.6%	2.7%	17.5%	8.7%	11.0%	12.6%	9.5%	47.2%	67.0%	19.2%	59.2%	-0.6%	Jul '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	111162.23	2.0%	1.4%	0.8%	39.6%	17.4%	92.5%	121.1%	19.0%	432.9%	1098.0%	139.3%	480.3%	-0.5%	May '25
Ethereum	2783.72	6.4%	7.4%	-1.1%	82.8%	-14.8%	-10.3%	46.1%	-16.5%	138.3%	1055.1%	-26.0%	115.0%	-42.2%	Nov '21
BNB	673.18	1.9%	1.5%	-0.1%	16.6%	-2.9%	28.3%	124.4%	-4.0%	186.9%	3799.9%	31.4%	148.4%	-10.3%	Dec '24
Solana	157.36	3.7%	3.3%	-4.6%	39.5%	-16.1%	10.8%	86.5%	-16.9%	328.8%	17124.8%	-7.6%	404.9%	-39.9%	Jan '25
Bitcoin ETF	62.19	0.6%	0.0%	-0.2%	37.7%	15.5%	90.4%	-	17.2%	-	-	-	-	-1.6%	May '25
Grayscale Bitcoin (hi fee)	86.11	0.5%	0.0%	-0.3%	37.1%	14.7%	69.1%	113.8%	16.3%	525.3%	783.2%	151.3%	668.2%	-1.8%	May '25
Bloomberg Commodities	20.90	-0.5%	-0.9%	0.1%	3.7%	2.2%	6.6%	5.5%	5.8%	0.6%	73.6%	16.8%	1.3%	-14.9%	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	4.88	-1.4%	0.3%	-1.3%	0.6%	-1.8%	9.1%	19.1%	1.9%	49.2%	267.7%	141.9%	25.5%	-67.9%	Oct '81
10yr Treasury rate	4.38	-0.8%	0.8%	-2.1%	-0.3%	-8.3%	2.4%	18.3%	-4.2%	41.3%	592.1%	169.1%	12.3%	-72.3%	Sep '81
5yr Treasury rate	3.95	-0.8%	0.3%	-3.2%	-2.1%	-14.0%	-6.8%	14.1%	-9.8%	25.8%	1226.2%	189.5%	-3.9%	-75.7%	Sep '81
13-week T-bill	4.25	-0.05%	0.2%	0.0%	1.2%	0.8%	-18.7%	-18.8%	1.0%	130.5%	3440.0%	7915.1%	20.2%	-75.2%	Dec '80
Crude Oil	67.89	-0.6%	1.3%	4.5%	13.0%	-11.3%	-17.3%	0.1%	-5.3%	-35.2%	67.4%	-10.8%	-22.2%	-53.3%	Jul '08
Gold	3331.40	0.6%	0.0%	0.3%	5.6%	23.0%	40.4%	27.5%	26.7%	91.4%	85.3%	85.1%	99.4%	-3.9%	Jun '25
EUR/USD	1.17	0.2%	-0.2%	2.7%	4.3%	14.0%	8.4%	-6.0%	12.8%	15.5%	4.0%	3.2%	21.0%	-26.6%	Apr '08
USD/JPY	146.23	-0.05%	1.1%	1.0%	1.7%	-7.5%	-9.5%	11.0%	-6.9%	7.3%	36.4%	27.0%	-0.3%	-9.5%	Jul '24
S&P 500 Volatility Index	16.11	-4.2%	-1.6%	-5.0%	-60.4%	-17.6%	25.4%	39.4%	-7.1%	-34.6%	-41.0%	-3.0%	-52.0%	-80.5%	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	50.76	0.03%	0.0%	0.6%	1.8%	3.3%	6.4%	6.5%	3.2%	18.2%	17.1%	14.0%	19.1%	-0.1%	Jun '25
Interm Muni- JPMorgan	49.51	0.08%	0.0%	0.7%	2.3%	1.1%	1.4%	1.9%	0.5%	8.4%	4.8%	0.4%	11.5%	-1.0%	Feb '25
Interm Bond- Janus MSB	44.67	0.2%	-0.2%	1.5%	2.4%	5.0%	5.0%	1.5%	3.7%	7.4%	-0.8%	-1.7%	14.3%	-2.7%	Aug '21
Interm Bond- Vanguard	76.72	0.4%	0.0%	1.4%	2.9%	5.9%	5.9%	1.6%	4.7%	9.8%	-3.2%	-1.4%	15.8%	-4.5%	Aug '20
Multisector Bond- Intrepid	8.99	0%	-0.1%	1.1%	4.9%	3.6%	8.9%	10.4%	3.7%	29.2%	50.2%	22.9%	29.2%	-0.1%	Jul '25
Int’l Bond- JPMorgan	48.42	0.1%	-0.2%	0.9%	3.6%	5.3%	7.1%	3.5%	4.9%	22.3%	16.4%	10.3%	23.9%	-0.2%	Jul '25
Long Bond- Vanguard	75.06	0.8%	-0.5%	1.8%	5.6%	5.2%	2.9%	-1.9%	3.2%	7.3%	-14.7%	-14.9%	20.2%	-18.4%	Sep '21
Long CA Muni- PIMCO	9.16	-0.2%	-0.2%	0.3%	0.8%	-0.5%	0.3%	2.9%	-0.9%	9.4%	4.9%	-1.2%	13.5%	-2.7%	Dec '24
Long Muni- iShares	55.65	0.1%	0.1%	0.8%	1.8%	-0.5%	0.4%	1.6%	-1.4%	5.7%	-0.5%	-2.9%	8.4%	-3.2%	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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