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S&P 500 (Large Cap)

Return

55.9%

[

12.4%

annualized]

Dec 31 2020 - Oct 21 2024

-0.2%

Below
Peak
Oct '24

DJIA (Large Value)

Return

40.3%

[

9.3%

annualized]

Dec 31 2020 - Oct 21 2024

-0.8%

Below
Peak
Oct '24

Russell 2000 (Small Cap)

Return

13.4%

[

3.4%

annualized]

Dec 31 2020 - Oct 21 2024

-8.3%

Below
Peak
Nov '21

Performance Range:

As of Oct 21 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)	5853.98	-0.2%	-0.1%	2.7%	6.3%	17.9%	38.6%	24.2%	22.7%	28.7%	94.7%	22.0%	63.7%	-0.2%	Oct '24
DJIA (Large Value)	42931.60	-0.8%	-0.3%	2.1%	6.6%	13.0%	29.6%	13.7%	13.9%	20.6%	60.0%	17.3%	47.0%	-0.8%	Oct '24
Russell 2000 (Small Cap)	2239.71	-1.6%	-0.4%	0.5%	2.5%	15.0%	33.3%	15.1%	10.5%	-2.5%	44.3%	-1.4%	32.7%	-8.3%	Nov '21
NASDAQ Comp (Tech/Growth)	18540.01	0.3%	0.2%	3.3%	4.6%	21.3%	42.8%	43.4%	23.5%	21.8%	127.1%	17.1%	78.0%	-0.6%	Jul '24
Aggregate Bond	98.83	-0.7%	-0.6%	-2.3%	2.0%	5.9%	11.7%	5.7%	2.7%	-5.1%	0.1%	-5.0%	10.9%	-7.7%	Aug '20
Muni ~7yrs	107.53	-0.4%	-0.1%	-0.5%	1.1%	2.5%	9.2%	5.6%	1.4%	0.4%	6.1%	-0.7%	9.8%	-1.3%	Jul '21
Corp Bond	109.62	-1.0%	-1.1%	-3.0%	2.3%	6.7%	16.1%	9.4%	2.4%	-7.0%	1.8%	-7.1%	17.8%	-9.8%	Sep '21
High Yield Bond	79.48	-0.4%	-0.2%	-0.5%	4.0%	8.3%	18.0%	11.5%	8.0%	8.3%	18.7%	7.3%	25.6%	-0.6%	Sep '24
Preferred	33.12	-1.1%	-0.7%	-0.6%	5.6%	10.5%	23.9%	9.2%	11.2%	0.4%	15.2%	-0.6%	22.0%	-1.4%	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	96.88	-0.8%	0.5%	3.4%	8.0%	9.9%	31.2%	12.5%	14.7%	21.2%	87.1%	14.6%	47.1%	-0.8%	Oct '24
Consumer Discretionary/Cyclical	197.96	-0.8%	0.3%	0.9%	5.6%	17.1%	31.6%	39.6%	11.4%	4.9%	68.8%	-3.6%	45.0%	-4.0%	Nov '21
Financial Services	47.24	-0.8%	0.9%	3.8%	10.6%	17.9%	49.1%	12.0%	27.1%	24.7%	83.0%	25.7%	61.7%	-0.8%	Oct '24
Real Estate	95.60	-2.0%	0.3%	-1.4%	8.6%	23.5%	37.6%	11.9%	11.4%	-0.8%	21.3%	-7.4%	35.9%	-8.1%	Dec '21
Communication Services	90.87	-0.4%	0.0%	2.5%	7.1%	15.0%	38.1%	52.8%	26.1%	13.9%	87.9%	19.4%	94.7%	-0.4%	Oct '24
Energy	90.07	-0.3%	-2.9%	2.3%	-1.7%	-3.6%	3.2%	-0.6%	10.1%	76.0%	99.5%	74.3%	20.6%	-6.7%	Apr '24
Industrials	138.78	-0.4%	-0.3%	4.5%	11.5%	16.0%	42.8%	18.1%	22.9%	39.5%	94.8%	38.3%	69.1%	-0.4%	Oct '24
Technology	231.99	0.5%	-0.8%	4.4%	5.2%	20.9%	42.6%	56.0%	21.2%	49.7%	197.3%	35.3%	102.4%	-2.2%	Jul '24
Consumer Staples/Defensive	81.55	-0.8%	-0.5%	-1.3%	5.0%	11.0%	24.6%	-0.8%	15.5%	24.7%	52.8%	13.7%	27.2%	-2.7%	Sep '24
Healthcare	151.33	-1.2%	-2.2%	-2.2%	2.7%	9.7%	20.0%	2.1%	12.2%	21.0%	79.9%	13.3%	28.2%	-3.4%	Sep '24
Utilities	81.63	-0.4%	1.7%	2.6%	17.2%	26.6%	45.3%	-7.2%	31.9%	33.9%	49.4%	25.4%	41.5%	-0.7%	Oct '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	120.07	-0.5%	-0.6%	2.0%	5.8%	15.8%	35.2%	22.3%	19.0%	21.0%	75.3%	18.1%	60.5%	-0.6%	Oct '24
MSCI Emerging Markets	45.60	-0.7%	-1.2%	4.4%	6.7%	15.6%	27.2%	8.9%	14.2%	-6.1%	20.6%	-1.9%	38.2%	-15.1%	Feb '21
FTSE Europe	68.83	-1.0%	-1.5%	-1.4%	2.0%	8.3%	26.7%	20.2%	9.2%	11.0%	46.3%	9.3%	60.1%	-4.0%	Sep '24
MSCI Japan	68.97	-1.7%	-3.1%	-3.2%	-1.4%	4.5%	21.2%	20.3%	8.3%	7.2%	29.8%	7.1%	45.9%	-5.5%	Sep '24
MSCI India	56.18	-0.7%	-2.0%	-4.4%	0.0%	9.4%	27.7%	17.2%	15.1%	20.2%	77.2%	20.8%	38.8%	-5.1%	Sep '24
MSCI China	49.90	-1.2%	-3.3%	17.0%	18.8%	27.2%	25.5%	-11.3%	23.0%	-26.5%	-6.6%	-15.7%	29.5%	-45.0%	Feb '21
International Bond	49.98	-0.5%	0.1%	-0.2%	2.4%	4.1%	10.4%	8.8%	3.0%	-1.7%	-0.3%	-2.0%	13.5%	-4.6%	Dec '20
iShares Latin America	25.20	-0.3%	-2.2%	-1.4%	-1.3%	-4.4%	8.1%	33.1%	-11.0%	26.1%	6.2%	31.0%	17.7%	-24.3%	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	536.53	-0.2%	-0.1%	2.7%	6.7%	18.7%	40.6%	26.3%	24.1%	34.7%	110.7%	27.4%	68.8%	-0.2%	Oct '24
US Large Growth	384.18	0.4%	0.2%	3.1%	6.4%	21.8%	46.1%	42.6%	27.2%	34.5%	146.0%	27.3%	87.0%	New Peak	Oct '24
US Large Value	191.91	-0.9%	-0.4%	2.3%	7.3%	13.6%	32.8%	11.3%	17.7%	23.7%	65.7%	20.5%	46.3%	-0.9%	Oct '24

US MidCap Blend	268.42	-0.7%	-0.1%	3.3%	9.0%	15.5%	36.4%	16.0%	17.1%	11.9%	72.5%	11.1%	48.1%	-0.7%	Oct '24
US MidCap Growth	250.20	-0.6%	-0.6%	4.0%	8.1%	14.8%	34.0%	23.1%	14.5%	0.3%	72.4%	1.6%	50.0%	-3.8%	Nov '21
US MidCap Value	169.12	-0.9%	0.2%	2.2%	8.9%	15.2%	37.3%	9.9%	18.4%	23.1%	67.8%	19.7%	44.8%	-0.9%	Oct '24

US Small Blend	239.44	-1.2%	-0.5%	1.7%	5.7%	14.1%	34.9%	18.2%	13.4%	9.1%	65.9%	9.8%	42.5%	-1.2%	Oct '24
US Small Growth	287.56	-1.0%	-0.3%	1.4%	3.9%	17.6%	37.7%	18.5%	14.5%	-3.8%	51.2%	-1.1%	40.4%	-12.6%	Feb '21
US Small Value	166.73	-2.1%	-0.4%	-0.2%	1.7%	13.9%	32.3%	14.6%	8.8%	5.9%	51.5%	4.9%	32.2%	-2.3%	Oct '24

Foreign Large Blend	80.97	-1.2%	-1.9%	-1.6%	1.8%	8.2%	25.3%	18.4%	9.3%	11.1%	40.0%	10.1%	53.1%	-4.1%	Sep '24
Foreign Growth	103.85	-1.2%	-2.5%	-1.3%	1.5%	7.8%	26.4%	17.6%	8.1%	-1.0%	36.2%	-2.5%	47.8%	-4.7%	Sep '21
Foreign Value	55.97	-1.3%	-1.2%	-1.7%	2.4%	9.0%	24.5%	18.9%	10.5%	23.3%	39.7%	23.4%	58.3%	-3.4%	Sep '24

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	24.37		0.2%	0.3%	1.0%	2.0%	4.3%	10.2%	14.8%	6.7%	19.9%	28.9%	19.2%	24.7%	New Peak	Oct '24
Ultra Short- Janus AAA CLO	50.81		0.02%	0.1%	0.5%	1.6%	3.4%	7.5%	8.0%	6.0%	15.2%	-	15.0%	17.1%	New Peak	Oct '24
Bank Loan- Invesco	21.02		-0.7%	-0.6%	0.3%	1.6%	4.1%	9.3%	12.5%	5.8%	16.6%	23.1%	16.2%	22.0%	-0.7%	Oct '24
Interval CEF- Cliffwater	10.70	p	EOD	0.2%	-1.9%	-0.1%	3.2%	10.0%	12.7%	7.3%	25.7%	43.8%	23.4%	20.2%	-2.1%	Oct '24

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	46.65		-0.3%	0.0%	2.9%	7.7%	18.1%	47.0%	25.1%	29.7%	60.5%	-	60.8%	77.5%	-0.3%	Oct '24
Int’l Min Volatility- Franklin	31.33		-0.8%	-0.3%	1.3%	4.1%	9.5%	26.6%	17.5%	16.1%	45.4%	54.2%	40.6%	51.0%	-0.8%	Oct '24
MidCap 30 - Hennessy (hi fee)	28.41	p	EOD	-0.1%	4.0%	10.3%	23.5%	57.4%	31.3%	36.6%	86.0%	205.6%	83.6%	88.7%	-1.0%	Oct '24
Small Value- Avantis	96.21		-2.0%	-1.1%	0.7%	1.0%	10.2%	31.3%	22.8%	8.5%	27.6%	106.4%	25.0%	43.4%	-3.1%	Jul '24
Mid Value- Pacer Cash Cows	58.13		-1.1%	-0.7%	1.8%	4.2%	6.4%	21.8%	14.7%	13.4%	34.1%	122.0%	29.9%	40.6%	-1.1%	Oct '24
Growth- S&P Momentum	94.16		0.10%	-0.1%	4.1%	9.1%	26.1%	67.4%	17.6%	44.2%	53.5%	147.6%	51.8%	86.6%	-0.1%	Oct '24
Invesco S&P Quality	67.79		-0.4%	-0.5%	1.2%	6.7%	18.9%	38.1%	24.8%	26.5%	38.3%	115.6%	32.5%	74.6%	-0.5%	Oct '24
Rotation Factor- BlackRock	51.02		-0.06%	0.4%	3.9%	8.1%	21.9%	48.8%	36.3%	29.4%	43.0%	112.3%	39.9%	89.5%	-0.1%	Oct '24
US Min Volatility- Fidelity	61.96		-0.5%	0.1%	1.8%	7.0%	16.0%	29.1%	16.4%	18.3%	28.5%	80.4%	24.0%	51.2%	-0.5%	Oct '24
Derivative Income- JPMorgan	59.65		-0.4%	-0.1%	1.5%	7.0%	11.6%	22.0%	9.8%	14.4%	26.4%	-	21.8%	39.0%	-0.4%	Oct '24

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	14.65	p	EOD	1.7%	4.5%	2.7%	3.2%	8.4%	2.6%	10.6%	20.7%	29.7%	19.9%	19.5%	New Peak	Oct '24
Multistrategy- AQR	12.47	p	EOD	0.5%	-0.2%	0.6%	-0.2%	11.5%	8.9%	11.1%	40.5%	-	38.5%	23.8%	-2.3%	May '24
Long Short- AQR	16.23	p	EOD	-0.1%	0.2%	2.5%	7.3%	26.8%	23.9%	23.5%	97.9%	111.4%	81.9%	73.4%	-0.2%	Oct '24
Mkt Neutral- BlackRock	13.91	p	EOD	-0.9%	0.1%	2.1%	6.1%	23.0%	14.5%	18.1%	38.8%	42.3%	39.0%	39.5%	-1.0%	Oct '24
Multi Strategy- Variant	27.27	p	EOD	0.1%	-1.5%	-0.3%	-1.9%	3.0%	9.3%	1.0%	18.3%	41.5%	16.4%	12.5%	-2.9%	May '24
Long Short- First Trust	64.66		-0.4%	0.2%	3.1%	4.2%	10.5%	25.2%	16.9%	16.2%	32.8%	63.2%	28.8%	42.4%	-0.4%	Oct '24

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)	164.07	0.4%	-0.5%	0.3%	-7.5%	6.7%	21.3%	58.3%	17.7%	15.9%	164.4%	13.4%	68.6%	-14.1%	Jul '24
Meta (Communications)	575.16	-0.2%	-2.6%	2.5%	20.7%	19.8%	86.9%	194.1%	63.0%	68.7%	204.0%	70.4%	352.5%	-3.5%	Oct '24
Amazon (Cyclical)	189.07	0.04%	0.8%	-1.3%	3.2%	8.3%	51.1%	80.9%	24.4%	10.1%	111.8%	11.0%	67.5%	-5.5%	Jul '24
Tesla (Cyclical)	218.85	-0.8%	-0.1%	-8.1%	-8.5%	48.8%	3.2%	101.7%	-11.9%	-26.6%	1195.0%	-45.3%	0.7%	-46.6%	Nov '21
Procter & Gamble (Defensive)	169.54	-1.0%	-1.1%	-2.1%	1.5%	8.5%	17.4%	-0.9%	18.6%	31.1%	61.1%	12.1%	44.2%	-4.1%	Sep '24
PepsiCo (Defensive)	175.01	-0.03%	-0.6%	2.2%	4.1%	2.1%	12.8%	-3.3%	5.4%	19.6%	48.2%	9.4%	9.4%	-6.7%	May '23
Coca-Cola (Defensive)	69.45	-1.4%	-1.3%	-3.1%	7.1%	17.1%	31.2%	-4.4%	20.5%	39.9%	49.5%	27.2%	33.8%	-4.2%	Sep '24
Exxon Mobil (Energy)	120.08	0.06%	-3.2%	4.2%	4.3%	1.8%	11.9%	-6.3%	23.2%	114.1%	123.5%	108.4%	30.4%	-4.2%	Oct '24
Chevron (Energy)	150.88	0.09%	-0.6%	3.6%	-4.1%	-3.7%	-5.6%	-13.6%	4.4%	51.9%	61.5%	40.7%	3.5%	-13.8%	Jan '23
JPMorgan Chase (Financial)	223.00	-1.1%	0.7%	6.3%	7.0%	21.4%	59.7%	30.6%	34.2%	43.1%	108.6%	50.0%	126.9%	-1.1%	Oct '24
Visa (Financial)	286.85	-1.3%	2.2%	0.7%	8.3%	6.7%	23.9%	26.3%	10.8%	27.5%	68.4%	32.3%	63.5%	-1.6%	Sep '24
Mastercard (Financial)	515.01	-0.3%	1.6%	4.7%	16.2%	13.4%	34.7%	23.4%	21.4%	47.2%	93.1%	41.3%	83.9%	-0.3%	Oct '24
Bank of America (Financial)	41.76	-1.3%	-0.4%	3.7%	-2.0%	14.4%	63.2%	4.8%	26.5%	-3.6%	52.4%	-2.7%	47.9%	-9.0%	Feb '22
UnitedHealth (Health)	571.47	0.3%	-5.6%	-0.6%	1.4%	14.9%	10.1%	0.8%	9.8%	34.8%	152.2%	18.3%	17.8%	-5.6%	Oct '24
Johnson & Johnson (Health)	162.83	-1.4%	0.8%	-0.8%	6.1%	11.8%	9.8%	-8.6%	6.3%	8.5%	46.0%	2.7%	6.2%	-5.9%	Apr '22
Eli Lilly (Health)	906.13	-1.3%	-2.5%	-1.7%	5.8%	25.1%	56.0%	60.9%	56.2%	287.7%	799.6%	243.0%	184.1%	-5.6%	Aug '24
Union Pacific (Industrials)	240.35	-1.5%	-2.0%	-2.1%	-0.3%	4.7%	16.2%	21.6%	-0.6%	11.3%	60.5%	3.4%	31.1%	-7.9%	Mar '22
Honeywell (Industrials)	221.50	-0.2%	1.8%	8.9%	3.8%	15.3%	24.9%	0.0%	7.3%	5.1%	45.4%	13.6%	33.8%	-0.2%	Oct '24
Apple (IT)	236.48	0.6%	2.2%	3.6%	5.5%	43.7%	37.5%	49.0%	23.3%	60.9%	306.4%	31.9%	72.8%	New Peak	Oct '24
Microsoft (IT)	418.78	0.1%	-0.1%	-3.8%	-4.0%	5.3%	29.2%	58.2%	12.0%	38.2%	216.7%	28.1%	88.7%	-10.3%	Jul '24
Nvidia (IT)	143.71	4.1%	4.1%	23.9%	21.9%	88.6%	247.3%	239.0%	190.3%	534.4%	2847.0%	377.9%	1150.8%	New Peak	Oct '24
Broadcom (IT)	179.99	0.06%	-1.3%	5.2%	14.8%	50.4%	114.1%	104.2%	63.0%	275.9%	621.4%	189.5%	335.7%	-3.2%	Oct '24
Adobe (IT)	497.71	0.6%	-2.3%	-4.7%	-9.7%	7.0%	-8.0%	77.3%	-16.6%	-22.1%	86.5%	-11.8%	73.9%	-27.7%	Nov '21
Oracle (IT)	173.76	-0.5%	-1.3%	3.7%	25.7%	52.0%	72.7%	30.9%	66.8%	88.6%	240.5%	106.7%	180.0%	-2.3%	Oct '24
salesforce.com (IT)	291.29	-0.6%	-0.1%	9.2%	17.8%	8.1%	43.6%	98.5%	11.2%	1.0%	102.4%	14.5%	105.6%	-7.7%	Mar '24
Linde PLC (Materials)	483.36	-0.6%	1.2%	2.4%	9.0%	9.0%	33.6%	27.7%	18.8%	61.8%	166.9%	48.3%	82.7%	-0.6%	Oct '24
Sherwin-Williams (Materials)	381.75	-1.7%	-0.6%	0.9%	18.8%	25.3%	62.0%	32.7%	23.2%	27.9%	117.5%	15.5%	93.1%	-2.0%	Oct '24
American Tower (Real Estate)	221.47	-2.1%	-0.1%	-5.1%	6.2%	31.3%	42.9%	5.4%	5.1%	-13.3%	9.6%	-15.9%	28.6%	-19.9%	Sep '21
Prologis Inc. (Real Estate)	117.77	-3.9%	-2.2%	-6.1%	-4.1%	15.6%	18.4%	21.6%	-9.6%	-11.9%	47.8%	-22.9%	24.3%	-26.9%	Apr '22
NextEra Energy (Utilities)	84.03	-0.4%	1.4%	1.5%	17.5%	32.4%	66.7%	-25.3%	41.4%	8.1%	62.2%	-1.6%	22.0%	-3.4%	Dec '21
Duke Energy (Utilities)	119.89	-0.7%	4.2%	3.0%	13.2%	24.4%	43.7%	-1.6%	27.4%	31.5%	54.3%	29.6%	51.7%	-0.7%	Oct '24

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	15.75	p	EOD	0.3%	-1.1%	2.6%	7.0%	15.2%	9.5%	5.3%	0.1%	12.2%	-0.4%	19.4%	-1.5%	Nov '21
Moderate-60% Stock	58.63		-0.6%	-0.6%	0.2%	4.1%	11.3%	25.0%	15.7%	12.0%	11.1%	41.3%	9.2%	38.6%	-0.7%	Sep '24
Mod Agg-80% Stock	47.31	p	EOD	0.0%	1.6%	5.3%	13.8%	30.2%	18.6%	15.3%	14.9%	58.3%	13.0%	48.5%	New Peak	Oct '24
Aggressive-90% Stock	27.98	p	EOD	-0.1%	1.9%	5.2%	13.2%	30.8%	19.0%	15.3%	12.8%	67.6%	11.4%	48.8%	-0.1%	Oct '24

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	67525.97	-2.1%	2.2%	6.5%	-0.9%	4.0%	125.7%	155.4%	59.8%	8.5%	719.1%	45.3%	252.5%	-7.6%	Mar '24
Ethereum	2669.91	-2.8%	1.6%	2.1%	-24.5%	-15.2%	63.9%	90.6%	17.0%	-34.1%	1426.3%	-29.0%	106.2%	-44.5%	Nov '21
BNB	600.43	-0.8%	2.0%	1.9%	-0.2%	3.6%	180.2%	26.8%	92.2%	27.4%	3180.1%	17.2%	121.6%	-15.5%	Jun '24
Solano	166.95	0.01%	6.0%	11.7%	-9.5%	12.3%	468.1%	919.0%	64.5%	-12.3%	-	-2.0%	435.7%	-35.5%	Nov '21
Bitcoin ETF	38.57	-1.3%	2.7%	7.7%	0.4%	5.2%	-	-	-	-	-	-	-	-8.1%	Mar '24
Grayscale Bitcoin (hi fee)	53.89	-1.3%	2.7%	7.7%	-9.7%	-6.0%	128.0%	317.6%	55.7%	10.0%	494.2%	57.3%	380.7%	-17.8%	Mar '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	4.49	2.4%	1.8%	10.2%	0.8%	-4.8%	-11.8%	1.1%	11.6%	110.9%	96.5%	122.6%	15.5%	-70.5%	Oct '81
10yr Treasury rate	4.18	2.7%	2.0%	12.2%	-1.3%	-9.4%	-15.1%	-0.3%	8.2%	149.5%	133.4%	156.9%	7.2%	-73.6%	Sep '81
5yr Treasury rate	3.98	2.6%	1.9%	14.1%	-4.5%	-14.6%	-18.2%	-4.0%	3.5%	228.1%	148.2%	191.3%	-3.3%	-75.6%	Sep '81
13-week T-bill	4.52	0.11%	0.0%	-0.6%	-13.0%	-13.9%	-14.8%	21.6%	-12.8%	8936.0%	178.0%	8424.5%	27.9%	-73.6%	Dec '80
Crude Oil	70.46	1.6%	-4.6%	-2.0%	-12.1%	-15.3%	-20.6%	-10.7%	-1.7%	-14.6%	32.2%	-7.4%	-19.3%	-51.5%	Jul '08
Gold	2735.10	-0.12%	3.3%	4.4%	14.2%	14.0%	38.0%	13.3%	32.6%	53.6%	84.5%	52.0%	63.7%	-0.1%	Oct '24
EUR/USD	1.08	-0.5%	-0.8%	-3.1%	-0.7%	1.5%	2.2%	3.8%	-2.3%	-6.9%	-3.0%	-4.9%	11.4%	-32.3%	Apr '08
USD/JPY	150.71	0.7%	0.7%	4.8%	-4.3%	-2.5%	0.6%	6.4%	6.6%	32.4%	38.8%	30.9%	2.7%	-6.7%	Jul '24
S&P 500 Volatility Index	18.37	1.9%	-6.8%	13.7%	11.2%	-1.8%	-15.4%	-42.5%	47.6%	22.4%	31.2%	10.7%	-45.3%	-77.8%	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	50.44		-0.2%	0.0%	-0.4%	2.0%	4.6%	9.3%	6.7%	5.8%	9.6%	16.7%	9.8%	14.7%	-0.5%	Sep '24
Interm Muni- JPMorgan	50.75		-0.3%	0.0%	-0.5%	1.0%	2.8%	10.0%	6.0%	2.2%	1.3%	7.7%	0.3%	11.4%	-1.0%	Oct '24
Interm Bond- Janus MSB	45.41		-0.8%	-0.7%	-2.6%	1.9%	6.6%	13.5%	5.2%	2.7%	-4.3%	2.1%	-4.1%	11.5%	-5.1%	Aug '21
Interm Bond- Vanguard	76.47		-0.6%	-0.5%	-2.4%	2.0%	6.2%	11.9%	6.1%	2.9%	-4.5%	1.7%	-4.6%	12.0%	-7.6%	Aug '20
Multisector Bond- Intrepid	9.10	p	EOD	0.3%	0.9%	3.3%	7.0%	14.0%	10.9%	9.1%	18.1%	41.4%	17.2%	23.1%	New Peak	Oct '24
Int’l Bond- JPMorgan	48.01		-0.4%	-0.1%	-0.8%	2.4%	5.0%	11.7%	8.7%	3.9%	5.9%	13.6%	5.6%	18.6%	-1.0%	Sep '24
Long Bond- Vanguard	77.72		-1.6%	-1.7%	-4.5%	2.1%	7.2%	20.3%	11.2%	0.6%	-15.2%	-5.1%	-15.4%	19.4%	-18.8%	Sep '21
Long CA Muni- PIMCO	9.54	p	EOD	0.2%	-0.6%	1.1%	3.6%	13.2%	8.4%	3.2%	1.5%	9.8%	-0.1%	14.8%	-0.9%	Oct '24
Long Muni- iShares	57.50		-0.4%	0.0%	-0.7%	1.1%	2.5%	9.1%	5.7%	1.3%	-0.7%	4.1%	-1.8%	9.6%	-2.2%	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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Oct '24

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Oct '24

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Nov '21