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S&P 500 (Large Cap)

Return

54.5%

[

10.4%

annualized]

Dec 31 2020 - May 23 2025

-5.6%

Below
Peak
Feb '25

DJIA (Large Value)

Return

35.9%

[

7.2%

annualized]

Dec 31 2020 - May 23 2025

-7.6%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

3.3%

[

0.7%

annualized]

Dec 31 2020 - May 23 2025

-16.5%

Below
Peak
Nov '21

Performance Range:

As of May 23 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)	5802.82	-0.7%	-2.6%	5.8%	-3.0%	-2.8%	9.4%	23.3%	-1.3%	47.2%	96.3%	21.0%	62.2%	-5.6%	Feb '25
DJIA (Large Value)	41603.07	-0.6%	-2.5%	3.8%	-4.3%	-6.1%	6.5%	12.9%	-2.2%	30.3%	70.1%	13.7%	42.4%	-7.6%	Dec '24
Russell 2000 (Small Cap)	2039.85	-0.3%	-3.5%	4.2%	-6.4%	-15.2%	-1.4%	10.0%	-8.5%	15.6%	50.5%	-10.2%	20.9%	-16.5%	Nov '21
NASDAQ Comp (Tech/Growth)	18737.21	-1.0%	-2.5%	9.2%	-2.9%	-1.4%	10.7%	28.6%	-3.0%	66.3%	100.9%	18.3%	79.9%	-7.1%	Dec '24
Aggregate Bond	97.24	0.1%	-0.4%	-0.7%	0.0%	1.4%	4.6%	1.3%	1.7%	3.6%	-5.2%	-4.7%	11.3%	-7.4%	Aug '20
Muni ~7yrs	103.75	0.05%	-0.7%	0.1%	-2.4%	-2.1%	1.2%	1.3%	-1.6%	5.7%	2.1%	-2.4%	7.8%	-3.2%	Dec '24
Corp Bond	106.28	0.08%	-0.8%	-0.7%	-0.9%	0.3%	3.8%	0.9%	1.0%	5.9%	-3.4%	-7.5%	17.2%	-10.3%	Sep '21
High Yield Bond	78.95	-0.03%	-0.6%	0.8%	0.5%	2.2%	8.1%	7.4%	2.3%	21.1%	25.8%	9.2%	27.8%	-0.7%	May '25
Preferred	30.08	0.10%	-1.5%	0.2%	-3.5%	-4.9%	1.7%	7.2%	-2.2%	8.7%	15.5%	-6.3%	15.1%	-6.9%	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	85.70	-0.2%	-1.6%	3.0%	-2.1%	-8.0%	-4.4%	0.1%	2.3%	9.3%	78.9%	2.4%	31.5%	-11.3%	Oct '24
Consumer Discretionary/Cyclical	210.65	-0.9%	-3.2%	8.5%	-2.9%	-3.0%	21.1%	26.5%	-5.8%	57.0%	81.0%	3.0%	55.0%	-11.6%	Dec '24
Financial Services	50.05	-0.4%	-3.0%	3.7%	-1.4%	-0.6%	22.2%	30.6%	3.9%	55.9%	150.7%	34.3%	72.7%	-3.8%	Feb '25
Real Estate	87.09	0.10%	-3.6%	-0.1%	-4.4%	-7.7%	10.8%	4.8%	-1.2%	1.8%	43.3%	-13.9%	26.3%	-14.6%	Dec '21
Communication Services	100.19	-0.5%	-1.6%	6.8%	-2.6%	4.0%	22.1%	34.7%	3.8%	81.8%	95.3%	32.4%	115.8%	-4.6%	Feb '25
Energy	81.99	0.3%	-4.1%	-0.7%	-9.1%	-14.3%	-7.3%	5.6%	-3.5%	8.5%	161.9%	61.3%	11.6%	-14.3%	Nov '24
Industrials	140.83	-0.3%	-2.1%	9.2%	5.2%	-0.5%	14.8%	17.3%	7.2%	62.3%	138.6%	41.5%	72.9%	-2.4%	May '25
Technology	226.81	-1.1%	-3.4%	10.4%	-1.9%	-2.6%	6.1%	21.6%	-2.3%	76.1%	145.1%	32.8%	98.5%	-6.2%	Feb '25
Consumer Staples/Defensive	81.60	0.4%	-0.6%	0.7%	-0.5%	1.0%	8.6%	12.2%	4.4%	20.6%	62.0%	15.2%	28.9%	-1.9%	Feb '25
Healthcare	130.34	-0.2%	-2.1%	-5.1%	-11.4%	-8.8%	-8.3%	2.5%	-4.9%	4.2%	41.5%	-1.6%	11.3%	-16.1%	Sep '24
Utilities	81.06	1.2%	-1.4%	3.3%	2.2%	1.1%	16.8%	23.3%	7.9%	20.3%	67.8%	26.5%	42.6%	-2.1%	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	122.30	-0.3%	-1.4%	5.9%	0.7%	2.4%	11.4%	17.4%	4.1%	45.6%	91.2%	21.4%	64.9%	-1.7%	May '25
MSCI Emerging Markets	46.23	0.4%	-0.1%	6.2%	4.6%	8.6%	10.0%	6.5%	10.5%	22.2%	41.5%	1.2%	42.5%	-12.5%	Feb '21
FTSE Europe	76.15	-0.2%	1.1%	5.7%	9.3%	19.3%	12.9%	1.9%	20.5%	44.2%	92.9%	22.8%	79.8%	-0.8%	May '25
MSCI Japan	73.03	0.9%	0.7%	3.9%	6.2%	9.2%	9.1%	7.0%	8.8%	34.5%	51.4%	15.2%	56.9%	New Peak	May '25
MSCI India	54.58	1.5%	-0.1%	1.6%	10.8%	1.4%	1.7%	8.6%	3.7%	34.5%	125.3%	18.2%	35.9%	-7.1%	Sep '24
MSCI China	54.78	0.05%	0.7%	5.4%	2.2%	20.1%	24.7%	17.7%	16.9%	23.7%	2.3%	-5.7%	44.9%	-38.5%	Feb '21
International Bond	49.11	0.4%	0.1%	-0.5%	0.7%	1.2%	5.5%	3.6%	1.0%	7.7%	-0.2%	-0.5%	15.2%	-3.1%	Dec '20
iShares Latin America	25.72	0.6%	-0.7%	4.0%	10.7%	10.8%	0.0%	-23.1%	23.0%	16.8%	84.2%	39.2%	25.0%	-19.5%	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	532.40	-0.7%	-2.5%	6.0%	-2.7%	-2.1%	10.8%	25.0%	-0.8%	53.9%	111.6%	27.3%	68.7%	-5.2%	Feb '25
US Large Growth	390.60	-1.0%	-2.7%	8.7%	-2.4%	-0.7%	13.4%	33.1%	-2.6%	79.1%	123.5%	29.7%	90.5%	-6.6%	Dec '24
US Large Value	186.27	-0.2%	-2.5%	3.0%	-3.0%	-4.9%	7.5%	14.2%	1.0%	28.1%	88.4%	18.1%	43.3%	-5.9%	Nov '24

US MidCap Blend	266.52	-0.3%	-2.8%	4.9%	-0.8%	-4.6%	9.4%	14.9%	1.4%	34.5%	85.2%	10.4%	47.3%	-5.6%	Nov '24
US MidCap Growth	264.39	-0.5%	-2.7%	7.9%	1.9%	-1.2%	14.0%	16.4%	4.4%	50.3%	76.4%	7.8%	59.1%	-4.4%	Feb '25
US MidCap Value	159.50	-0.2%	-2.8%	2.7%	-2.8%	-7.2%	6.6%	14.0%	-0.8%	22.9%	96.0%	14.4%	38.3%	-8.3%	Nov '24

US Small Blend	225.77	-0.4%	-3.8%	4.9%	-5.1%	-11.7%	2.9%	14.2%	-5.7%	28.2%	76.6%	4.4%	35.4%	-13.0%	Nov '24
US Small Growth	266.73	-0.2%	-3.1%	6.0%	-4.8%	-13.6%	1.7%	15.0%	-7.2%	31.8%	40.6%	-7.8%	30.8%	-18.5%	Feb '21
US Small Value	148.91	-0.3%	-3.9%	2.7%	-7.4%	-15.9%	-2.3%	7.6%	-9.0%	9.7%	79.7%	-5.5%	19.0%	-17.2%	Nov '24

Foreign Large Blend	88.04	0.1%	0.9%	5.1%	8.0%	15.1%	12.0%	3.5%	16.4%	39.6%	78.5%	21.3%	68.7%	-0.5%	May '25
Foreign Growth	108.45	0.02%	0.4%	5.5%	4.6%	10.4%	5.5%	1.5%	12.0%	31.7%	49.4%	2.5%	55.4%	-0.9%	May '25
Foreign Value	63.36	0.3%	1.5%	5.0%	11.1%	19.3%	18.9%	5.4%	20.8%	47.3%	108.5%	42.0%	82.3%	-0.2%	May '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	24.14	-0.06%	-0.1%	1.5%	1.2%	2.4%	6.0%	8.3%	1.7%	27.7%	37.5%	23.0%	28.6%	-0.1%	May '25
Ultra Short- Janus AAA CLO	50.64	0.04%	0.1%	0.8%	1.0%	2.2%	5.7%	7.4%	1.7%	20.6%	-	18.6%	20.7%	New Peak	May '25
Bank Loan- Invesco	20.78	-0.05%	-0.3%	1.1%	1.3%	2.2%	6.7%	8.2%	1.7%	26.7%	32.0%	20.7%	26.8%	-0.3%	May '25
Interval CEF- Cliffwater	10.72	0%	0.2%	1.0%	1.9%	4.7%	10.7%	12.6%	3.5%	31.1%	58.0%	34.0%	30.6%	New Peak	May '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	45.39	-0.7%	-2.3%	6.8%	-1.9%	-3.5%	7.9%	27.9%	-0.8%	62.9%	-	57.2%	73.6%	-5.9%	Jan '25
Int’l Min Volatility- Franklin	32.87	-0.5%	-0.5%	4.1%	3.3%	7.3%	13.9%	15.9%	8.1%	47.3%	110.7%	51.8%	62.9%	-1.1%	May '25
MidCap 30 - Hennessy (hi fee)	22.11	0.4%	-2.5%	7.2%	-4.0%	-12.9%	2.2%	34.6%	-7.1%	73.0%	236.2%	68.1%	72.7%	-15.1%	Nov '24
Small Value- Avantis	87.11	-0.5%	-4.0%	4.9%	-6.5%	-16.2%	-3.8%	9.3%	-9.4%	24.7%	151.8%	14.1%	30.9%	-17.5%	Nov '24
Mid Value- Pacer Cash Cows	53.29	-0.6%	-2.9%	3.1%	-7.9%	-11.6%	-1.4%	10.6%	-5.3%	18.5%	132.3%	20.1%	29.9%	-12.4%	Nov '24
Growth- S&P Momentum	102.85	-0.3%	-2.2%	10.8%	4.0%	8.0%	25.6%	45.8%	8.5%	96.2%	161.7%	66.5%	104.6%	-2.3%	May '25
Invesco S&P Quality	68.99	-0.7%	-2.1%	6.2%	-1.1%	1.5%	13.1%	25.4%	3.2%	60.9%	115.4%	35.7%	78.8%	-2.8%	Feb '25
Rotation Factor- BlackRock	51.01	-0.7%	-2.4%	6.6%	-2.0%	-1.6%	13.2%	30.3%	-0.1%	73.6%	123.7%	40.7%	90.6%	-4.7%	Feb '25
US Min Volatility- Fidelity	60.20	-0.6%	-2.0%	2.7%	-3.4%	-2.1%	9.2%	16.1%	-0.2%	38.2%	82.1%	21.4%	48.1%	-4.5%	Feb '25
Derivative Income- JPMorgan	55.52	-0.4%	-1.3%	2.2%	-4.0%	-3.9%	5.4%	12.6%	-0.8%	27.2%	70.0%	18.8%	35.6%	-5.0%	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	15.29	0.07%	0.0%	2.7%	1.9%	2.6%	7.2%	12.1%	3.0%	27.8%	30.9%	25.2%	24.7%	New Peak	May '25
Multistrategy- AQR	13.13	0.2%	0.5%	2.3%	1.8%	7.5%	6.9%	13.3%	6.7%	32.3%	-	50.6%	34.6%	-0.5%	Apr '25
Long Short- AQR	18.29	-0.3%	0.7%	5.2%	7.5%	15.8%	24.0%	30.5%	14.2%	81.1%	207.8%	119.4%	109.2%	-0.3%	May '25
Mkt Neutral- BlackRock	14.66	-0.5%	0.3%	3.1%	8.1%	10.6%	17.1%	21.4%	8.6%	56.7%	57.8%	55.2%	55.7%	-0.5%	May '25
Multi Strategy- Variant	26.93	0.07%	-0.1%	0.3%	1.4%	3.2%	3.5%	5.1%	2.4%	19.7%	45.2%	24.1%	19.9%	-0.1%	May '25
Long Short- First Trust	64.97	-0.06%	-0.6%	3.2%	-1.8%	-0.3%	7.8%	18.8%	-1.0%	34.4%	67.5%	30.3%	44.1%	-4.5%	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)	168.47	-1.4%	1.4%	5.8%	-5.9%	2.5%	-3.3%	36.0%	-10.9%	59.7%	139.6%	16.7%	73.5%	-18.3%	Feb '25
Meta (Communications)	627.06	-1.5%	-2.1%	17.6%	-6.1%	12.3%	31.6%	66.0%	7.2%	247.5%	168.2%	86.1%	394.1%	-14.8%	Feb '25
Amazon (Cyclical)	200.99	-1.0%	-2.2%	7.7%	-5.5%	2.0%	11.2%	44.4%	-8.4%	93.1%	65.0%	17.9%	78.0%	-17.0%	Feb '25
Tesla (Cyclical)	339.34	-0.5%	-3.0%	30.8%	2.7%	-3.7%	89.3%	62.5%	-16.0%	62.1%	523.1%	-15.1%	56.2%	-29.3%	Dec '24
Procter & Gamble (Defensive)	165.86	0.5%	1.6%	4.0%	-2.1%	-4.7%	2.8%	17.3%	0.2%	21.2%	66.6%	11.0%	42.8%	-6.6%	Dec '24
PepsiCo (Defensive)	129.34	-0.6%	-2.0%	-4.4%	-15.2%	-18.8%	-24.9%	-7.6%	-14.2%	-15.8%	14.7%	-17.8%	-17.7%	-29.8%	May '23
Coca-Cola (Defensive)	71.77	0.9%	-0.3%	-1.0%	2.4%	14.0%	19.2%	8.9%	16.1%	22.7%	85.8%	33.4%	40.4%	-2.9%	Apr '25
Exxon Mobil (Energy)	103.03	0.06%	-4.8%	-4.3%	-6.6%	-13.9%	-6.0%	11.3%	-2.5%	21.0%	189.9%	83.6%	14.9%	-15.6%	Oct '24
Chevron (Energy)	136.54	0.9%	-2.7%	-0.6%	-12.5%	-13.9%	-9.5%	1.3%	-3.5%	-10.8%	88.3%	31.6%	-3.2%	-19.3%	Jan '23
JPMorgan Chase (Financial)	260.71	0.02%	-2.6%	6.6%	0.4%	6.1%	32.9%	44.3%	10.0%	123.9%	234.9%	77.4%	168.3%	-6.3%	Feb '25
Visa (Financial)	353.54	-1.2%	-3.2%	5.5%	1.2%	14.5%	29.7%	22.3%	12.2%	78.5%	91.9%	63.9%	102.6%	-3.9%	May '25
Mastercard (Financial)	563.58	-1.2%	-3.4%	5.3%	1.0%	8.5%	25.6%	24.2%	7.4%	68.4%	96.6%	55.1%	101.9%	-3.9%	May '25
Bank of America (Financial)	43.20	-0.3%	-3.3%	9.1%	-2.2%	-7.0%	11.5%	33.9%	-1.1%	31.3%	115.9%	1.9%	54.8%	-8.9%	Feb '25
UnitedHealth (Health)	295.57	-0.4%	1.3%	-30.3%	-35.7%	-49.6%	-40.9%	-2.4%	-41.3%	-37.9%	9.7%	-38.3%	-38.6%	-52.3%	Nov '24
Johnson & Johnson (Health)	152.94	0.2%	1.1%	-1.3%	-6.6%	0.1%	6.5%	-4.8%	6.6%	-8.5%	21.1%	-2.0%	1.4%	-10.2%	Apr '22
Eli Lilly (Health)	713.71	-0.2%	-5.8%	-16.8%	-18.9%	-4.2%	-11.0%	33.3%	-7.2%	139.4%	400.7%	171.6%	125.0%	-25.3%	Aug '24
Union Pacific (Industrials)	222.11	-0.3%	-4.0%	3.1%	-7.8%	-7.3%	-2.1%	-5.1%	-2.1%	9.7%	50.0%	-3.4%	22.6%	-13.9%	Mar '22
Honeywell (Industrials)	222.03	-0.7%	-0.4%	11.2%	6.9%	-2.1%	13.5%	10.0%	-0.7%	24.5%	76.5%	15.6%	36.2%	-4.9%	Dec '24
Apple (IT)	195.27	-3.0%	-7.6%	-6.2%	-20.9%	-14.8%	3.3%	30.7%	-21.8%	41.4%	152.0%	9.3%	43.2%	-24.4%	Dec '24
Microsoft (IT)	450.18	-1.0%	-0.9%	16.4%	11.6%	8.4%	5.5%	12.9%	7.2%	77.8%	156.0%	38.5%	104.0%	-3.0%	Jul '24
Nvidia (IT)	131.29	-1.2%	-3.0%	23.4%	0.8%	-7.5%	23.4%	171.2%	-2.2%	714.0%	1359.9%	336.6%	1042.9%	-12.1%	Jan '25
Broadcom (IT)	228.72	-0.8%	0.0%	21.6%	10.3%	40.1%	64.4%	110.5%	-1.0%	365.1%	839.3%	270.0%	456.9%	-8.0%	Dec '24
Adobe (IT)	407.69	-1.6%	-2.3%	13.0%	-8.3%	-20.4%	-14.2%	-25.5%	-8.3%	2.3%	5.8%	-27.8%	42.5%	-40.8%	Nov '21
Oracle (IT)	155.97	-0.9%	-2.8%	13.4%	-7.9%	-18.4%	28.3%	60.0%	-5.8%	135.8%	219.2%	86.6%	152.8%	-18.5%	Nov '24
salesforce.com (IT)	273.13	-3.6%	-6.2%	3.2%	-11.3%	-19.9%	0.9%	27.8%	-18.2%	75.3%	54.7%	7.7%	93.3%	-25.6%	Dec '24
Linde PLC (Materials)	458.90	-0.02%	0.2%	2.1%	0.4%	1.5%	6.7%	3.2%	10.0%	49.1%	158.2%	41.7%	74.6%	-5.1%	Oct '24
Sherwin-Williams (Materials)	352.51	-0.12%	-3.0%	5.6%	3.0%	-8.8%	16.6%	9.9%	4.2%	40.6%	91.4%	7.3%	79.4%	-11.4%	Nov '24
American Tower (Real Estate)	211.86	0.8%	-0.7%	0.5%	11.3%	5.5%	17.7%	-12.2%	16.5%	-9.8%	0.0%	-18.2%	25.2%	-22.1%	Sep '21
Prologis Inc. (Real Estate)	104.04	-1.0%	-5.9%	0.7%	-13.1%	-8.6%	2.7%	-18.1%	-0.7%	-5.3%	35.5%	-30.7%	11.7%	-34.3%	Apr '22
NextEra Energy (Utilities)	67.76	1.2%	-9.7%	2.1%	-3.5%	-10.1%	-9.1%	21.5%	-4.7%	-1.7%	30.8%	-19.4%	-0.1%	-20.9%	Dec '21
Duke Energy (Utilities)	116.49	0.8%	0.2%	-2.6%	1.4%	3.4%	18.3%	15.6%	10.1%	16.4%	71.0%	29.5%	51.5%	-5.2%	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	15.23	0.07%	-0.5%	0.6%	0.4%	1.6%	6.2%	4.7%	2.1%	12.0%	11.1%	1.1%	21.1%	-0.7%	May '25
Moderate-60% Stock	58.86	-0.3%	-1.1%	3.2%	0.6%	2.0%	8.5%	10.7%	3.1%	27.5%	48.2%	11.3%	41.2%	-1.2%	May '25
Mod Agg-80% Stock	45.88	-0.2%	-1.2%	4.5%	1.0%	2.3%	9.9%	13.1%	3.9%	35.6%	67.4%	15.2%	51.4%	-1.4%	May '25
Aggressive-90% Stock	27.33	-0.2%	-1.1%	5.4%	0.6%	1.3%	8.2%	12.6%	3.4%	36.0%	71.7%	12.5%	50.3%	-1.7%	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	108508.84	-2.8%	5.2%	15.5%	18.7%	10.7%	58.3%	121.1%	16.1%	265.9%	1134.4%	133.6%	466.4%	-2.8%	May '25
Ethereum	2558.34	-4.0%	3.3%	44.6%	1.8%	-23.9%	-31.4%	46.1%	-23.2%	29.3%	1164.2%	-32.0%	97.6%	-46.8%	Nov '21
BNB	667.14	-2.8%	4.3%	10.9%	8.7%	1.0%	11.1%	124.4%	-4.8%	103.3%	4048.0%	30.3%	146.2%	-11.1%	Dec '24
Solana	175.61	-2.3%	5.8%	15.3%	23.7%	-30.6%	4.7%	86.5%	-7.2%	253.7%	31884.9%	3.1%	463.5%	-32.9%	Jan '25
Bitcoin ETF	61.83	-2.2%	4.4%	16.1%	15.8%	9.5%	56.7%	-	16.6%	-	-	-	-	-2.2%	May '25
Grayscale Bitcoin (hi fee)	85.76	-2.2%	4.4%	16.0%	15.4%	8.7%	39.4%	113.8%	15.9%	360.6%	704.5%	150.2%	665.0%	-2.2%	May '25
Bloomberg Commodities	20.82	0.9%	1.9%	0.1%	-2.0%	5.8%	2.1%	5.5%	5.4%	-12.1%	84.8%	16.4%	0.9%	-15.2%	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	5.03	-0.7%	2.7%	5.6%	8.2%	9.5%	10.0%	19.1%	5.1%	69.2%	267.0%	149.6%	29.5%	-66.9%	Oct '81
10yr Treasury rate	4.51	-1.0%	1.5%	4.7%	2.6%	2.2%	0.9%	18.3%	-1.4%	63.4%	586.3%	177.0%	15.6%	-71.5%	Sep '81
5yr Treasury rate	4.08	-0.9%	0.3%	3.8%	-3.6%	-5.1%	-9.9%	14.1%	-6.9%	47.9%	1124.6%	198.8%	-0.8%	-74.9%	Sep '81
13-week T-bill	4.23	-0.05%	-0.2%	0.8%	1.0%	-4.2%	-19.4%	-18.8%	0.5%	305.6%	3745.5%	7881.1%	19.7%	-75.3%	Dec '80
Crude Oil	61.53	0.5%	-1.5%	-2.0%	-13.0%	-13.6%	-20.8%	0.1%	-14.2%	-43.9%	85.1%	-19.1%	-29.5%	-57.7%	Jul '08
Gold	3363.60	2.2%	5.7%	0.9%	14.1%	24.1%	44.2%	27.5%	27.9%	80.3%	93.9%	86.9%	101.4%	-1.4%	May '25
EUR/USD	1.14	0.8%	1.8%	0.0%	8.5%	8.4%	5.1%	-6.0%	9.3%	5.9%	4.2%	0.0%	17.1%	-28.9%	Apr '08
USD/JPY	142.55	0%	-2.1%	-0.2%	-4.6%	-7.6%	-9.2%	11.0%	-9.2%	12.4%	32.3%	23.8%	-2.9%	-11.8%	Jul '24
S&P 500 Volatility Index	22.29	9.9%	29.3%	-15.8%	17.4%	46.3%	86.8%	39.4%	28.5%	-24.3%	-20.8%	34.3%	-33.6%	-73.0%	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	50.46	0.04%	0.0%	0.2%	1.1%	2.8%	6.8%	6.5%	2.2%	16.4%	18.2%	12.9%	17.9%	New Peak	May '25
Interm Muni- JPMorgan	49.36	0.2%	-0.4%	0.4%	-1.4%	-0.7%	2.0%	1.9%	-0.4%	9.2%	5.5%	-0.5%	10.5%	-1.9%	Feb '25
Interm Bond- Janus MSB	44.08	0.2%	-0.7%	-0.8%	-0.4%	1.3%	5.1%	1.5%	1.5%	3.1%	-2.5%	-3.8%	11.8%	-4.8%	Aug '21
Interm Bond- Vanguard	75.75	0.2%	-0.2%	-0.3%	1.0%	2.4%	5.9%	1.6%	2.7%	5.8%	-3.2%	-3.3%	13.5%	-6.3%	Aug '20
Multisector Bond- Intrepid	8.92	0%	-0.3%	1.2%	-0.1%	2.4%	8.2%	10.4%	1.6%	22.9%	49.3%	20.4%	26.6%	-0.5%	Feb '25
Int’l Bond- JPMorgan	47.84	0.04%	-0.4%	-0.1%	0.9%	2.7%	6.3%	3.5%	2.9%	16.3%	18.0%	8.2%	21.5%	-0.6%	May '25
Long Bond- Vanguard	72.44	0.06%	-1.5%	-1.9%	-3.7%	-3.0%	0.2%	-1.9%	-1.4%	-0.6%	-13.0%	-18.6%	14.9%	-22.0%	Sep '21
Long CA Muni- PIMCO	9.13	0.2%	-0.7%	0.2%	-2.4%	-1.8%	1.1%	2.9%	-1.5%	10.0%	7.2%	-1.9%	12.7%	-3.4%	Dec '24
Long Muni- iShares	55.47	0.13%	-0.6%	0.6%	-2.0%	-2.2%	0.9%	1.6%	-2.2%	5.6%	-1.2%	-3.7%	7.5%	-4.0%	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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