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S&P 500 (Large Cap)

Return

51.1%

[

10.3%

annualized]

Dec 31 2020 - Mar 19 2025

-7.6%

Below
Peak
Feb '25

DJIA (Large Value)

Return

37.1%

[

7.8%

annualized]

Dec 31 2020 - Mar 19 2025

-6.8%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

5.4%

[

1.3%

annualized]

Dec 31 2020 - Mar 19 2025

-14.8%

Below
Peak
Nov '21

Performance Range:

As of Mar 19 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)	5675.29	1.1%	2.8%	-7.2%	-4.3%	-0.5%	8.6%	23.3%	-3.5%	27.2%	146.2%	18.3%	58.7%	-7.6%	Feb '25
DJIA (Large Value)	41964.63	0.9%	2.8%	-5.0%	-2.0%	-0.2%	6.2%	12.9%	-1.4%	20.7%	118.9%	14.7%	43.7%	-6.8%	Dec '24
Russell 2000 (Small Cap)	2082.08	1.6%	4.4%	-7.9%	-7.1%	-6.5%	0.3%	10.0%	-6.6%	-0.2%	105.4%	-8.4%	23.4%	-14.8%	Nov '21
NASDAQ Comp (Tech/Growth)	17750.79	1.4%	2.6%	-11.1%	-9.3%	-1.1%	8.4%	28.6%	-8.1%	27.8%	158.0%	12.1%	70.4%	-12.0%	Dec '24
Aggregate Bond	98.80	0.3%	0.3%	1.5%	2.5%	-0.8%	5.6%	1.6%	2.6%	0.8%	2.9%	-3.5%	12.7%	-6.3%	Aug '20
Muni ~7yrs	105.95	0%	0.1%	-0.6%	0.3%	-0.7%	1.3%	1.3%	0.0%	3.5%	16.6%	-0.9%	9.5%	-1.6%	Dec '24
Corp Bond	109.07	0.6%	1.0%	1.5%	2.7%	-1.8%	5.4%	0.9%	2.8%	0.9%	21.0%	-5.9%	19.4%	-8.6%	Sep '21
High Yield Bond	79.45	0.7%	1.2%	0.0%	2.0%	1.9%	8.8%	8.5%	2.0%	14.9%	48.8%	9.9%	28.6%	-0.4%	Feb '25
Preferred	31.36	0.5%	1.4%	-0.4%	0.2%	-3.3%	2.8%	7.2%	0.8%	3.9%	48.9%	-3.4%	18.6%	-4.1%	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	87.20	0.3%	2.7%	-2.8%	2.4%	-6.4%	-3.4%	0.1%	3.6%	7.7%	137.3%	3.7%	33.1%	-10.2%	Oct '24
Consumer Discretionary/Cyclical	197.21	1.9%	2.4%	-12.1%	-13.7%	0.7%	8.3%	26.5%	-12.1%	11.2%	134.4%	-3.8%	44.7%	-17.5%	Dec '24
Financial Services	49.57	1.1%	4.5%	-3.5%	2.6%	9.4%	20.7%	30.6%	2.6%	34.3%	189.2%	32.5%	70.4%	-5.0%	Feb '25
Real Estate	91.34	0.12%	3.3%	-1.3%	3.2%	-4.9%	10.7%	4.8%	2.5%	-3.3%	83.3%	-10.6%	31.1%	-11.3%	Dec '21
Communication Services	97.05	1.2%	2.3%	-7.1%	-0.7%	9.8%	19.9%	34.7%	0.2%	46.5%	152.6%	27.8%	108.4%	-7.8%	Feb '25
Energy	92.83	1.6%	6.5%	0.0%	11.3%	6.3%	3.4%	5.6%	8.4%	40.3%	347.6%	81.2%	25.4%	-3.8%	Nov '24
Industrials	133.63	1.3%	3.8%	-3.1%	0.4%	1.2%	8.7%	17.3%	1.4%	36.6%	182.5%	33.8%	63.6%	-6.7%	Nov '24
Technology	214.91	1.3%	3.5%	-11.0%	-8.8%	-3.1%	3.0%	21.6%	-7.6%	42.1%	214.9%	25.6%	87.8%	-11.3%	Feb '25
Consumer Staples/Defensive	79.75	0%	0.5%	-1.8%	0.5%	-2.7%	7.1%	12.2%	1.5%	16.4%	80.6%	12.0%	25.3%	-4.6%	Feb '25
Healthcare	146.92	0.05%	2.1%	-0.2%	6.9%	-4.6%	2.2%	2.5%	6.8%	12.5%	101.2%	10.5%	25.0%	-5.8%	Sep '24
Utilities	78.94	0.4%	2.0%	-1.6%	4.1%	0.1%	26.5%	23.3%	4.3%	22.4%	93.6%	22.3%	37.9%	-4.0%	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	118.73	0.8%	3.1%	-4.1%	0.5%	1.7%	10.1%	17.4%	1.0%	26.6%	134.3%	17.8%	60.1%	-4.4%	Feb '25
MSCI Emerging Markets	45.22	0.2%	3.3%	0.4%	7.0%	5.2%	12.7%	6.5%	8.1%	7.3%	60.8%	-1.1%	39.4%	-14.4%	Feb '21
FTSE Europe	73.47	-0.04%	3.5%	4.6%	16.1%	6.4%	12.5%	1.9%	15.8%	29.4%	130.5%	18.0%	72.8%	New Peak	Mar '25
MSCI Japan	71.70	1.1%	3.5%	2.9%	8.3%	2.2%	2.6%	7.0%	6.9%	21.7%	73.5%	13.1%	54.0%	-0.2%	Sep '24
MSCI India	50.61	1.5%	4.3%	1.1%	-5.3%	-13.2%	1.1%	8.6%	-3.9%	14.1%	136.6%	9.6%	26.0%	-13.9%	Sep '24
MSCI China	58.31	-0.09%	4.6%	6.5%	23.8%	39.3%	47.6%	17.7%	24.4%	14.4%	22.3%	0.4%	54.2%	-34.6%	Feb '21
International Bond	48.72	0.3%	0.5%	-0.3%	-0.4%	0.1%	3.8%	3.6%	-0.3%	2.2%	2.4%	-1.7%	13.8%	-4.3%	Dec '20
iShares Latin America	24.43	0.7%	6.5%	1.1%	14.8%	-0.5%	-8.3%	-23.1%	16.8%	9.5%	102.0%	32.2%	18.8%	-23.6%	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	521.33	1.1%	2.8%	-7.1%	-4.0%	0.1%	10.1%	25.0%	-3.2%	33.1%	166.1%	24.2%	64.6%	-7.5%	Feb '25
US Large Growth	369.04	1.5%	2.6%	-10.8%	-9.3%	-0.7%	9.6%	33.1%	-8.0%	38.8%	185.6%	22.6%	80.0%	-11.7%	Dec '24
US Large Value	188.47	0.7%	3.5%	-3.1%	2.0%	1.4%	9.2%	14.2%	2.2%	21.7%	135.6%	19.5%	45.0%	-4.8%	Nov '24

US MidCap Blend	262.01	1.1%	4.0%	-5.0%	-1.8%	0.9%	7.9%	15.3%	-0.8%	16.5%	143.0%	8.4%	44.7%	-7.6%	Nov '24
US MidCap Growth	248.84	1.7%	4.8%	-7.5%	-4.1%	3.7%	7.5%	16.4%	-1.9%	14.8%	131.6%	1.2%	49.4%	-10.2%	Feb '25
US MidCap Value	162.23	0.6%	3.6%	-2.7%	-0.1%	-1.3%	8.1%	14.0%	0.3%	17.2%	152.1%	15.6%	39.8%	-7.4%	Nov '24

US Small Blend	227.76	1.3%	4.5%	-7.4%	-5.8%	-2.9%	2.9%	14.2%	-5.2%	11.7%	140.7%	4.9%	36.1%	-12.6%	Nov '24
US Small Growth	266.32	1.9%	4.8%	-9.2%	-8.3%	-5.6%	1.2%	15.0%	-7.3%	5.4%	99.0%	-8.0%	30.6%	-18.6%	Feb '21
US Small Value	155.03	1.3%	4.2%	-6.3%	-5.2%	-6.4%	1.9%	7.6%	-5.3%	1.9%	133.3%	-1.6%	23.9%	-13.8%	Nov '24

Foreign Large Blend	84.89	0.3%	3.3%	3.5%	13.0%	4.6%	9.6%	3.5%	12.3%	25.6%	108.4%	17.0%	62.7%	New Peak	Mar '25
Foreign Growth	104.80	0.3%	3.2%	0.1%	8.1%	0.2%	2.1%	1.5%	8.2%	12.6%	78.9%	-0.9%	50.2%	-3.2%	Sep '21
Foreign Value	60.73	0.2%	3.3%	6.3%	17.2%	8.5%	17.4%	5.4%	15.7%	38.6%	137.0%	36.1%	74.7%	New Peak	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	24.05		0.08%	0.2%	-0.5%	0.3%	2.6%	6.0%	8.3%	0.2%	23.3%	57.6%	21.2%	26.7%	-0.6%	Feb '25
Ultra Short- Janus AAA CLO	50.52		-0.02%	0.1%	-0.3%	0.7%	2.4%	6.1%	7.4%	0.5%	17.8%	-	17.2%	19.3%	-0.4%	Feb '25
Bank Loan- Invesco	20.81		0.10%	0.1%	-0.7%	0.2%	2.4%	6.2%	8.2%	-0.1%	20.2%	56.2%	18.6%	24.6%	-0.8%	Feb '25
Interval CEF- Cliffwater	10.82	p	EOD	0.1%	0.4%	2.2%	4.8%	11.7%	12.6%	1.9%	30.3%	57.5%	31.9%	28.5%	New Peak	Mar '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	44.42		1.1%	3.4%	-7.0%	-3.7%	-1.8%	8.6%	27.9%	-3.2%	51.5%	-	53.4%	69.4%	-8.2%	Jan '25
Int’l Min Volatility- Franklin	32.81		0.2%	2.4%	3.4%	9.8%	9.2%	17.3%	15.9%	7.9%	50.0%	126.3%	51.5%	62.6%	New Peak	Mar '25
MidCap 30 - Hennessy (hi fee)	21.70	p	EOD	2.6%	-8.4%	-10.1%	-6.5%	4.8%	34.6%	-8.8%	58.5%	391.4%	64.9%	69.5%	-16.7%	Nov '24
Small Value- Avantis	88.79		1.4%	4.5%	-8.0%	-7.6%	-6.6%	-1.2%	9.3%	-8.0%	15.0%	244.9%	15.8%	33.0%	-16.2%	Nov '24
Mid Value- Pacer Cash Cows	55.70		0.9%	3.9%	-4.9%	-1.1%	-1.7%	-0.4%	10.6%	-1.0%	18.3%	209.3%	25.6%	35.8%	-8.5%	Nov '24
Growth- S&P Momentum	94.49		1.3%	3.0%	-7.3%	-0.9%	4.7%	17.9%	45.8%	-0.5%	63.4%	209.7%	52.7%	87.6%	-8.5%	Feb '25
Invesco S&P Quality	66.92		0.8%	2.5%	-5.7%	-1.2%	0.1%	12.3%	25.4%	-0.2%	39.4%	167.1%	31.2%	72.9%	-6.0%	Feb '25
Rotation Factor- BlackRock	49.19		1.2%	2.7%	-7.5%	-4.6%	0.7%	11.8%	30.3%	-3.7%	49.3%	175.8%	35.7%	83.8%	-8.1%	Feb '25
US Min Volatility- Fidelity	60.74		0.6%	2.2%	-3.7%	-0.6%	0.2%	9.6%	16.1%	0.2%	28.3%	134.0%	22.0%	48.8%	-4.1%	Feb '25
Derivative Income- JPMorgan	57.39		0.5%	2.2%	-3.4%	0.4%	0.7%	7.3%	12.6%	0.9%	23.1%	-	20.9%	38.0%	-3.4%	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	15.07	p	EOD	0.1%	-0.2%	1.7%	7.5%	5.6%	12.1%	1.5%	24.8%	41.0%	23.4%	22.9%	-0.9%	Feb '25
Multistrategy- AQR	13.00	p	EOD	0.6%	0.3%	6.3%	7.4%	9.2%	13.3%	5.6%	39.2%	-	49.1%	33.2%	-0.3%	Feb '25
Long Short- AQR	17.30	p	EOD	1.8%	0.9%	7.5%	14.3%	24.4%	30.5%	8.0%	85.8%	204.0%	107.5%	97.9%	-0.4%	Mar '25
Mkt Neutral- BlackRock	13.84	p	EOD	0.1%	1.6%	2.1%	5.5%	14.7%	21.4%	2.5%	47.8%	54.6%	46.5%	47.0%	-1.3%	Feb '25
Multi Strategy- Variant	27.28	p	EOD	0.1%	0.4%	1.6%	3.9%	4.4%	5.1%	1.4%	20.8%	43.5%	22.9%	18.7%	New Peak	Mar '25
Long Short- First Trust	64.15		0.1%	1.2%	-5.2%	-3.0%	2.7%	5.7%	18.8%	-2.5%	31.9%	87.8%	28.3%	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)	163.89	2.0%	0.7%	-11.1%	-14.3%	0.4%	10.7%	36.0%	-13.3%	21.0%	208.3%	13.6%	68.8%	-20.5%	Feb '25
Meta (Communications)	584.06	0.3%	-1.0%	-15.9%	-0.1%	4.2%	16.0%	66.0%	-0.2%	171.1%	291.9%	73.3%	360.2%	-20.6%	Feb '25
Amazon (Cyclical)	195.54	1.4%	0.9%	-12.3%	-13.1%	2.1%	9.8%	44.4%	-10.9%	21.3%	111.8%	14.8%	73.2%	-19.2%	Feb '25
Tesla (Cyclical)	235.86	4.7%	-2.0%	-33.4%	-44.0%	-1.0%	34.3%	62.5%	-41.6%	-21.8%	727.5%	-41.0%	8.6%	-50.8%	Dec '24
Procter & Gamble (Defensive)	168.57	0.5%	0.0%	0.8%	0.9%	-2.1%	6.6%	17.3%	1.2%	21.0%	86.2%	12.1%	44.3%	-5.6%	Dec '24
PepsiCo (Defensive)	148.11	-0.6%	-0.2%	-0.7%	-3.1%	-12.7%	-11.7%	-7.6%	-2.6%	-1.5%	63.4%	-6.7%	-6.6%	-20.4%	May '23
Coca-Cola (Defensive)	69.28	-0.1%	0.2%	-0.4%	11.6%	-1.8%	17.5%	8.9%	12.1%	26.1%	110.9%	28.8%	35.5%	-3.5%	Mar '25
Exxon Mobil (Energy)	115.41	1.6%	6.2%	3.0%	10.0%	1.8%	5.6%	11.3%	8.2%	62.8%	346.9%	103.8%	27.5%	-6.4%	Oct '24
Chevron (Energy)	164.05	2.0%	6.8%	3.3%	16.1%	15.0%	10.7%	1.3%	14.5%	14.0%	244.8%	56.2%	14.9%	-4.2%	Jan '23
JPMorgan Chase (Financial)	239.11	1.8%	6.2%	-10.4%	1.2%	14.6%	24.6%	44.3%	0.3%	85.5%	230.5%	61.7%	144.6%	-14.6%	Feb '25
Visa (Financial)	339.87	1.5%	3.4%	-3.0%	7.2%	19.8%	18.4%	22.3%	7.7%	58.7%	139.8%	57.3%	94.4%	-6.3%	Feb '25
Mastercard (Financial)	536.09	1.1%	3.1%	-4.8%	1.7%	9.1%	10.5%	24.2%	2.0%	55.9%	160.8%	47.3%	91.7%	-7.0%	Feb '25
Bank of America (Financial)	42.21	1.3%	6.4%	-6.2%	-3.8%	6.1%	17.7%	33.9%	-3.4%	6.6%	143.0%	-0.5%	51.3%	-11.0%	Feb '25
UnitedHealth (Health)	503.20	-0.12%	4.5%	0.6%	1.0%	-11.8%	3.4%	-2.4%	-0.1%	3.9%	162.1%	5.1%	4.5%	-18.9%	Nov '24
Johnson & Johnson (Health)	162.99	-0.8%	0.0%	2.1%	13.7%	0.9%	8.0%	-4.8%	13.6%	1.9%	56.4%	4.5%	8.0%	-4.3%	Apr '22
Eli Lilly (Health)	837.01	1.8%	4.4%	-4.1%	9.2%	-8.9%	9.0%	33.3%	8.6%	199.1%	627.1%	217.9%	163.3%	-12.5%	Aug '24
Union Pacific (Industrials)	236.39	-0.3%	0.9%	-4.0%	5.0%	-2.6%	-1.9%	-5.1%	4.2%	-3.0%	123.7%	2.8%	30.4%	-8.4%	Mar '22
Honeywell (Industrials)	208.65	-0.5%	0.9%	-0.7%	-8.1%	3.7%	5.9%	10.0%	-7.1%	14.2%	105.7%	8.1%	27.4%	-11.1%	Dec '24
Apple (IT)	215.24	1.2%	2.7%	-12.4%	-15.3%	-5.5%	21.0%	30.7%	-14.0%	33.4%	286.9%	20.3%	57.7%	-16.8%	Dec '24
Microsoft (IT)	387.82	1.1%	2.4%	-6.8%	-11.0%	-10.5%	-8.1%	12.9%	-7.8%	32.4%	195.0%	19.1%	75.5%	-16.6%	Jul '24
Nvidia (IT)	117.52	1.8%	1.7%	-16.1%	-12.7%	1.3%	30.1%	171.2%	-12.5%	345.0%	2193.1%	290.8%	923.0%	-21.3%	Jan '25
Broadcom (IT)	195.57	3.7%	2.2%	-13.7%	-11.2%	14.6%	54.7%	110.5%	-15.6%	242.8%	1052.4%	215.4%	374.7%	-21.6%	Dec '24
Adobe (IT)	387.89	-0.9%	2.7%	-14.7%	-13.3%	-25.7%	-25.3%	-25.5%	-12.8%	-14.4%	31.3%	-31.3%	35.6%	-43.7%	Nov '21
Oracle (IT)	152.45	2.0%	3.2%	-13.4%	-9.9%	-8.8%	19.2%	60.0%	-8.3%	94.9%	260.0%	81.8%	146.2%	-20.6%	Nov '24
salesforce.com (IT)	279.39	0.2%	2.8%	-12.3%	-18.7%	4.8%	-8.3%	27.8%	-16.4%	28.4%	101.6%	10.0%	97.4%	-24.0%	Dec '24
Linde PLC (Materials)	459.75	-0.2%	1.4%	-0.1%	8.7%	-2.0%	-0.3%	3.2%	10.2%	53.6%	226.3%	41.9%	74.9%	-4.9%	Oct '24
Sherwin-Williams (Materials)	334.92	-0.2%	-2.1%	-4.1%	-2.8%	-11.2%	-1.0%	9.9%	-1.3%	36.9%	154.4%	1.8%	70.1%	-16.0%	Nov '24
American Tower (Real Estate)	213.76	-0.5%	2.9%	11.1%	17.4%	-7.6%	13.5%	-12.2%	16.5%	-3.3%	24.7%	-18.1%	25.3%	-22.0%	Sep '21
Prologis Inc. (Real Estate)	112.97	0.5%	3.3%	-5.7%	10.3%	-8.4%	-9.2%	-18.1%	7.8%	-22.9%	105.1%	-24.7%	21.3%	-28.6%	Apr '22
NextEra Energy (Utilities)	70.50	-0.3%	-3.1%	1.3%	-0.8%	-13.5%	16.5%	21.5%	-0.8%	-7.3%	65.9%	-16.2%	3.9%	-17.7%	Dec '21
Duke Energy (Utilities)	119.31	-1.2%	0.9%	5.4%	11.2%	4.5%	29.9%	15.6%	11.8%	28.2%	113.6%	31.4%	53.8%	-1.2%	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	15.23	p	EOD	0.5%	-0.3%	1.2%	-0.4%	5.5%	4.7%	1.3%	5.4%	19.4%	0.3%	20.2%	-0.9%	Feb '25
Moderate-60% Stock	58.25		0.5%	2.0%	-1.8%	1.3%	0.6%	8.0%	10.7%	1.6%	16.2%	71.4%	9.6%	39.2%	-1.9%	Feb '25
Mod Agg-80% Stock	44.48	p	EOD	1.9%	-3.5%	0.3%	0.4%	8.0%	13.1%	0.7%	19.2%	97.5%	11.7%	46.8%	-3.6%	Feb '25
Aggressive-90% Stock	26.51	p	EOD	2.2%	-4.3%	-0.5%	-0.2%	6.2%	12.6%	0.3%	17.5%	109.8%	9.2%	45.8%	-4.7%	Feb '25

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	87308.03	5.5%	7.7%	-11.2%	-10.7%	38.2%	28.6%	121.1%	-6.6%	111.7%	1308.5%	87.9%	355.7%	-17.7%	Jan '25
Ethereum	2066.93	7.0%	10.9%	-24.6%	-40.5%	-19.3%	-41.2%	46.1%	-38.0%	-27.7%	1457.2%	-45.0%	59.6%	-57.0%	Nov '21
BNB	620.78	-1.2%	7.2%	-5.5%	-8.5%	9.2%	11.5%	124.4%	-11.4%	58.9%	5127.2%	21.2%	129.1%	-17.3%	Dec '24
Solana	135.66	8.3%	10.0%	-22.9%	-30.1%	-7.4%	-29.2%	86.5%	-28.3%	53.1%	-	-20.3%	335.3%	-48.2%	Jan '25
Bitcoin ETF	48.61	3.8%	6.8%	-13.3%	-11.3%	35.8%	29.5%	-	-8.4%	-	-	-	-	-20.0%	Dec '24
Grayscale Bitcoin (hi fee)	67.59	3.9%	6.6%	-13.4%	-11.6%	35.1%	15.0%	113.8%	-8.7%	135.5%	865.6%	97.2%	502.9%	-20.2%	Dec '24

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	4.57	-0.2%	-0.6%	-3.6%	-3.1%	12.2%	2.5%	19.1%	-4.6%	88.9%	193.6%	126.6%	17.6%	-70.0%	Oct '81
10yr Treasury rate	4.26	-0.6%	-0.4%	-5.4%	-5.9%	14.2%	-0.4%	18.3%	-6.9%	98.1%	353.7%	161.4%	9.1%	-73.1%	Sep '81
5yr Treasury rate	4.03	-1.0%	0.0%	-7.2%	-8.0%	15.7%	-5.0%	14.1%	-8.0%	88.1%	675.0%	195.2%	-2.0%	-75.2%	Sep '81
13-week T-bill	4.19	-0.12%	0.0%	-0.4%	-0.6%	-7.8%	-19.9%	-18.8%	-0.4%	994.0%	-12797.0%	7805.7%	18.6%	-75.6%	Dec '80
Crude Oil	67.31	0.6%	1.1%	-7.2%	-3.1%	-6.4%	-17.6%	0.1%	-6.1%	-35.7%	200.1%	-11.5%	-22.9%	-53.7%	Jul '08
Gold	3060.60	0.05%	2.6%	4.1%	16.4%	16.8%	41.8%	27.5%	16.4%	58.7%	106.2%	70.1%	83.2%	New Peak	Mar '25
EUR/USD	1.09	-0.2%	0.3%	4.8%	5.3%	-2.2%	0.5%	-6.0%	4.9%	-1.6%	2.4%	-4.0%	12.5%	-31.7%	Apr '08
USD/JPY	148.36	-0.7%	0.1%	-1.9%	-5.9%	3.2%	-1.8%	11.0%	-5.5%	25.2%	33.3%	28.8%	1.1%	-8.2%	Jul '24
S&P 500 Volatility Index	19.90	-8.3%	-19.3%	27.1%	8.4%	23.2%	52.6%	39.4%	14.7%	-16.6%	-69.9%	19.9%	-40.7%	-75.9%	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	50.53		0.10%	0.0%	0.6%	1.7%	1.8%	6.7%	6.5%	1.5%	14.6%	22.7%	12.2%	17.2%	-0.1%	Mar '25
Interm Muni- JPMorgan	50.17		0.01%	0.0%	-0.1%	0.9%	-0.3%	2.2%	1.9%	0.6%	5.7%	17.6%	0.6%	11.6%	-0.9%	Feb '25
Interm Bond- Janus MSB	45.14		0.3%	0.3%	1.7%	2.9%	-0.8%	6.1%	1.5%	3.0%	1.6%	4.6%	-2.4%	13.5%	-3.3%	Aug '21
Interm Bond- Vanguard	76.34		0.3%	0.3%	1.7%	2.8%	-0.9%	5.7%	1.6%	2.8%	1.3%	5.6%	-3.2%	13.6%	-6.2%	Aug '20
Multisector Bond- Intrepid	9.03	p	EOD	0.2%	-0.2%	1.8%	3.6%	9.6%	10.4%	1.4%	20.6%	54.9%	20.3%	26.4%	-0.6%	Feb '25
Int’l Bond- JPMorgan	47.97		0.4%	0.7%	0.6%	2.0%	1.1%	5.5%	3.5%	2.3%	11.3%	28.9%	7.6%	20.8%	-0.2%	Feb '25
Long Bond- Vanguard	76.62		0.8%	1.4%	1.7%	2.8%	-3.8%	4.4%	-1.9%	3.3%	-5.9%	17.5%	-14.7%	20.4%	-18.2%	Sep '21
Long CA Muni- PIMCO	9.36	p	EOD	0.0%	-0.3%	1.2%	-0.6%	2.9%	2.9%	0.3%	5.6%	18.3%	-0.1%	14.8%	-1.6%	Dec '24
Long Muni- iShares	56.57		-0.04%	0.0%	-0.4%	-0.3%	-1.1%	0.9%	1.6%	-0.8%	2.9%	16.2%	-2.3%	9.1%	-2.6%	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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