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S&P 500 (Large Cap)

Return

60.2%

[

11.1%

annualized]

Dec 31 2020 - Jun 17 2025

-2.1%

Below
Peak
Feb '25

DJIA (Large Value)

Return

38.7%

[

7.6%

annualized]

Dec 31 2020 - Jun 17 2025

-5.7%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

7.1%

[

1.5%

annualized]

Dec 31 2020 - Jun 17 2025

-13.4%

Below
Peak
Nov '21

Performance Range:

As of Jun 17 11:16 AM EDT 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 (Large Cap)	6015.36	-0.3%	-0.4%	1.0%	6.0%	-0.6%	9.9%	23.3%	2.3%	63.7%	93.2%	25.4%	68.2%	-2.1%	Feb '25
DJIA (Large Value)	42445.58	-0.2%	-1.0%	-0.5%	1.4%	-2.3%	9.5%	12.9%	-0.2%	42.0%	62.5%	16.0%	45.3%	-5.7%	Dec '24
Russell 2000 (Small Cap)	2114.78	-0.4%	-1.9%	0.1%	2.2%	-9.4%	4.6%	10.0%	-5.2%	27.0%	48.2%	-6.9%	25.3%	-13.4%	Nov '21
NASDAQ Comp (Tech/Growth)	19638.05	-0.3%	-0.4%	2.2%	10.3%	-2.3%	10.0%	28.6%	1.7%	81.9%	98.2%	24.0%	88.5%	-2.7%	Dec '24
Aggregate Bond	97.96	0.2%	0.4%	0.6%	0.5%	1.9%	4.0%	1.0%	2.8%	7.6%	-4.8%	-4.0%	12.1%	-6.7%	Aug '20
Muni ~7yrs	104.11	0.1%	0.6%	-0.1%	-0.9%	-1.3%	0.5%	1.3%	-1.0%	7.3%	2.0%	-1.8%	8.5%	-2.6%	Dec '24
Corp Bond	107.88	0.3%	0.4%	1.1%	0.9%	1.3%	4.4%	0.9%	2.9%	11.7%	-4.0%	-5.8%	19.4%	-8.6%	Sep '21
High Yield Bond	79.49	-0.04%	-0.1%	0.6%	2.0%	3.1%	9.3%	8.0%	3.5%	27.9%	24.4%	11.0%	29.9%	-0.1%	Jun '25
Preferred	30.18	-0.12%	-0.8%	-0.6%	-1.7%	-2.8%	2.5%	7.2%	-1.2%	13.5%	13.7%	-5.4%	16.1%	-6.1%	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	87.70	-0.5%	-1.4%	0.7%	1.2%	0.7%	-0.3%	0.1%	4.7%	24.6%	72.1%	4.8%	34.5%	-9.3%	Oct '24
Consumer Discretionary/Cyclical	212.40	-0.8%	-1.9%	-2.4%	8.1%	-10.9%	18.1%	26.5%	-5.1%	60.3%	71.7%	3.9%	56.3%	-10.9%	Dec '24
Financial Services	50.28	-0.5%	-1.5%	-2.5%	2.8%	3.2%	24.5%	30.6%	4.4%	71.7%	128.4%	34.9%	73.5%	-3.3%	Feb '25
Real Estate	89.82	-0.09%	-1.0%	-0.5%	-1.1%	-1.6%	11.8%	4.8%	1.9%	15.9%	32.3%	-11.2%	30.3%	-11.9%	Dec '21
Communication Services	103.96	-0.4%	-0.7%	2.1%	7.2%	3.9%	24.4%	34.7%	7.7%	99.0%	96.1%	37.3%	123.9%	-1.0%	Feb '25
Energy	88.88	1.2%	4.5%	4.0%	-1.8%	4.3%	4.0%	5.6%	4.6%	34.8%	175.2%	74.8%	21.0%	-7.1%	Nov '24
Industrials	143.39	-0.2%	-0.5%	-0.3%	8.2%	6.1%	18.8%	17.3%	9.2%	76.1%	120.4%	44.0%	76.1%	-1.1%	Jun '25
Technology	242.90	-0.06%	0.8%	3.4%	12.9%	1.6%	5.8%	21.6%	4.6%	99.9%	147.1%	42.2%	112.6%	-0.1%	Jun '25
Consumer Staples/Defensive	81.03	-0.2%	-0.9%	-1.3%	1.0%	0.7%	7.0%	12.2%	3.6%	27.6%	55.1%	14.4%	28.0%	-2.6%	Feb '25
Healthcare	134.46	-0.9%	-0.9%	1.0%	-8.0%	-2.6%	-6.2%	2.5%	-1.9%	17.7%	45.3%	1.5%	14.8%	-13.4%	Sep '24
Utilities	80.45	-0.7%	-0.5%	-2.1%	2.3%	6.5%	19.9%	23.3%	7.0%	36.2%	59.0%	25.5%	41.6%	-2.8%	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	124.95	-0.5%	-0.5%	1.5%	6.1%	4.3%	13.0%	17.4%	7.2%	60.7%	83.5%	24.9%	69.8%	-0.7%	Jun '25
MSCI Emerging Markets	46.88	-0.7%	-0.5%	2.3%	4.4%	10.2%	13.3%	6.5%	13.2%	27.4%	31.5%	3.6%	45.9%	-10.4%	Feb '21
FTSE Europe	77.04	-0.6%	-1.0%	2.3%	5.7%	18.8%	16.9%	1.9%	21.9%	60.4%	76.6%	24.2%	81.9%	-1.8%	Jun '25
MSCI Japan	72.59	-0.8%	-1.0%	0.9%	2.9%	7.8%	11.6%	7.0%	9.1%	47.2%	40.5%	15.4%	57.2%	-2.5%	Jun '25
MSCI India	54.12	-0.8%	-2.1%	-1.0%	9.5%	-0.8%	-1.3%	8.6%	2.8%	40.8%	108.1%	17.2%	34.7%	-7.9%	Sep '24
MSCI China	54.73	-0.5%	-0.8%	1.6%	-5.8%	17.0%	29.5%	17.7%	17.9%	12.5%	-6.2%	-4.8%	46.2%	-38.0%	Feb '21
International Bond	49.30	0.02%	-0.2%	0.7%	2.2%	1.1%	5.4%	3.6%	1.6%	12.4%	-0.2%	0.1%	15.9%	-2.6%	Dec '20
iShares Latin America	25.50	-0.6%	1.6%	0.8%	7.5%	18.9%	11.9%	-23.1%	24.8%	36.7%	60.1%	41.3%	26.9%	-18.3%	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	552.42	-0.3%	-0.4%	1.1%	6.3%	0.1%	11.3%	25.0%	2.9%	71.1%	108.2%	32.1%	75.0%	-1.7%	Feb '25
US Large Growth	408.87	-0.3%	-0.3%	2.0%	10.6%	-1.8%	12.0%	33.1%	2.0%	96.8%	121.9%	35.9%	99.6%	-2.1%	Dec '24
US Large Value	189.64	-0.4%	-0.6%	-0.3%	1.4%	1.3%	11.3%	14.2%	3.3%	43.1%	81.6%	20.7%	46.5%	-3.8%	Nov '24

US MidCap Blend	272.67	-0.4%	-0.6%	-0.6%	4.9%	0.5%	13.9%	15.3%	3.7%	49.6%	77.4%	13.4%	51.2%	-3.4%	Nov '24
US MidCap Growth	272.34	-0.4%	-0.5%	0.3%	10.1%	2.8%	18.7%	16.4%	7.5%	63.9%	70.5%	11.0%	63.8%	-1.5%	Feb '25
US MidCap Value	162.23	-0.4%	-0.7%	-1.2%	0.9%	-1.1%	10.0%	14.0%	0.9%	37.8%	84.5%	16.3%	40.7%	-6.7%	Nov '24

US Small Blend	231.31	-0.5%	-1.4%	-1.5%	2.4%	-7.2%	7.8%	14.2%	-3.3%	40.8%	69.7%	6.9%	38.8%	-10.9%	Nov '24
US Small Growth	277.54	-0.3%	-1.7%	1.0%	5.1%	-7.8%	7.5%	15.0%	-3.3%	43.9%	40.6%	-4.0%	36.3%	-15.1%	Feb '21
US Small Value	153.45	-0.5%	-2.0%	-0.5%	0.2%	-9.8%	4.2%	7.6%	-5.8%	21.0%	73.3%	-2.2%	23.2%	-14.3%	Nov '24

Foreign Large Blend	87.53	-0.6%	-0.9%	2.1%	5.2%	15.0%	15.5%	3.5%	17.8%	54.6%	64.4%	22.7%	70.6%	-1.5%	Jun '25
Foreign Growth	109.11	-0.6%	-1.2%	2.0%	5.1%	9.4%	8.1%	1.5%	13.8%	46.1%	40.2%	4.2%	57.9%	-1.6%	Jun '25
Foreign Value	62.30	-0.7%	-0.7%	2.0%	5.4%	20.0%	23.2%	5.4%	21.3%	62.5%	87.6%	42.7%	83.1%	-1.5%	Jun '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	24.07		-0.01%	-0.1%	0.2%	1.9%	2.0%	6.3%	8.3%	2.0%	28.7%	34.5%	23.3%	29.0%	-0.2%	Jun '25
Ultra Short- Janus AAA CLO	50.68		0.05%	0.1%	0.6%	1.6%	2.5%	5.9%	7.4%	2.2%	21.7%	-	19.2%	21.3%	New Peak	Jun '25
Bank Loan- Invesco	20.89		-0.05%	-0.1%	0.3%	2.3%	2.4%	7.1%	8.2%	2.2%	28.1%	29.9%	21.4%	27.5%	-0.1%	Jun '25
Interval CEF- Cliffwater	10.77	p	EOD	0.1%	0.7%	2.1%	4.4%	10.2%	12.6%	4.0%	31.2%	56.5%	34.7%	31.2%	New Peak	Jun '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	47.17		-0.13%	-0.4%	1.6%	6.6%	0.5%	9.0%	27.9%	3.1%	84.4%	149.8%	63.3%	80.4%	-2.2%	Jan '25
Int’l Min Volatility- Franklin	32.65		-0.2%	-0.4%	0.5%	1.6%	10.0%	17.0%	15.9%	9.2%	55.9%	96.4%	53.3%	64.5%	-0.6%	Jun '25
MidCap 30 - Hennessy (hi fee)	22.80	p	EOD	-0.3%	0.5%	3.6%	-8.3%	7.1%	34.6%	-4.2%	89.0%	216.5%	73.3%	78.1%	-12.4%	Nov '24
Small Value- Avantis	89.95		-0.3%	-1.1%	-0.9%	2.7%	-9.7%	3.1%	9.3%	-6.5%	37.9%	135.5%	17.8%	35.2%	-14.8%	Nov '24
Mid Value- Pacer Cash Cows	55.13		-0.2%	-0.3%	0.7%	-0.1%	-4.1%	3.5%	10.6%	-1.7%	35.4%	123.5%	24.6%	34.8%	-9.1%	Nov '24
Growth- S&P Momentum	107.26		-0.3%	0.2%	2.0%	13.7%	10.5%	22.0%	45.8%	13.1%	121.1%	159.5%	73.6%	113.4%	-0.3%	Jun '25
Invesco S&P Quality	70.36		-0.2%	-1.1%	-0.1%	5.1%	1.9%	9.4%	25.4%	5.3%	78.7%	112.1%	38.4%	82.3%	-1.4%	Jun '25
Rotation Factor- BlackRock	52.56		-0.3%	-0.5%	0.9%	7.0%	0.3%	12.5%	30.3%	3.3%	92.0%	119.9%	45.5%	97.1%	-1.5%	Feb '25
US Min Volatility- Fidelity	61.78		-0.2%	-0.3%	0.6%	2.0%	0.1%	9.9%	16.1%	2.4%	50.8%	79.1%	24.6%	52.0%	-2.0%	Feb '25
Derivative Income- JPMorgan	56.13		-0.2%	-0.1%	0.8%	0.2%	-0.8%	8.1%	12.6%	1.2%	38.5%	71.7%	21.3%	38.4%	-3.0%	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	15.41	p	EOD	-0.1%	0.8%	1.7%	4.1%	9.9%	12.1%	3.8%	27.4%	31.8%	26.2%	25.7%	-0.1%	Jun '25
Multistrategy- AQR	13.28	p	EOD	0.8%	1.7%	2.4%	8.1%	9.4%	13.3%	7.9%	35.4%	78.1%	52.3%	36.1%	New Peak	Jun '25
Long Short- AQR	18.63	p	EOD	1.1%	2.5%	7.9%	15.7%	26.5%	30.5%	16.3%	92.3%	198.8%	123.4%	113.1%	New Peak	Jun '25
Mkt Neutral- BlackRock	14.61	p	EOD	-0.6%	0.0%	5.7%	8.0%	14.4%	21.4%	8.2%	56.4%	52.0%	54.7%	55.2%	-1.1%	Jun '25
Multi Strategy- Variant	27.02	p	EOD	0.1%	0.3%	1.3%	3.1%	7.7%	5.1%	2.8%	19.8%	45.1%	24.5%	20.3%	New Peak	Jun '25
Long Short- First Trust	65.32		-0.01%	-0.4%	-0.1%	1.7%	-3.3%	5.4%	18.8%	-0.5%	43.4%	67.2%	31.0%	44.9%	-3.9%	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)	176.95	0.10%	-0.9%	6.6%	7.8%	-9.2%	0.3%	36.0%	-6.3%	66.1%	145.1%	22.8%	82.5%	-14.1%	Feb '25
Meta (Communications)	704.51	0.3%	0.4%	10.1%	16.6%	13.9%	39.5%	66.0%	20.5%	332.6%	200.8%	109.2%	455.6%	-4.2%	Feb '25
Amazon (Cyclical)	216.92	0.4%	-0.3%	5.5%	10.8%	-6.2%	17.9%	44.4%	-1.1%	104.2%	64.3%	27.3%	92.1%	-10.4%	Feb '25
Tesla (Cyclical)	318.95	-3.1%	-2.2%	-8.9%	34.0%	-33.5%	70.2%	62.5%	-21.0%	47.1%	382.4%	-20.2%	46.8%	-33.5%	Dec '24
Procter & Gamble (Defensive)	159.31	-1.0%	-2.2%	-2.4%	-5.6%	-5.3%	-2.6%	17.3%	-3.8%	29.8%	52.8%	6.6%	37.2%	-10.3%	Dec '24
PepsiCo (Defensive)	130.92	-0.4%	-0.7%	0.3%	-12.5%	-14.5%	-18.3%	-7.6%	-12.2%	-8.6%	15.3%	-15.9%	-15.8%	-28.2%	May '23
Coca-Cola (Defensive)	70.42	-0.1%	-2.0%	-1.5%	1.1%	12.7%	15.7%	8.9%	14.8%	29.6%	75.9%	31.9%	38.7%	-4.0%	Apr '25
Exxon Mobil (Energy)	114.29	1.6%	6.6%	5.6%	1.4%	7.7%	9.2%	11.3%	8.2%	47.1%	207.6%	103.6%	27.5%	-6.4%	Oct '24
Chevron (Energy)	149.29	2.2%	4.1%	6.3%	-4.8%	3.2%	1.9%	1.3%	5.5%	13.5%	103.1%	43.9%	5.9%	-11.8%	Jan '23
JPMorgan Chase (Financial)	269.62	-0.3%	0.4%	0.8%	16.0%	14.4%	41.5%	44.3%	13.8%	158.9%	211.5%	83.4%	177.5%	-3.1%	Feb '25
Visa (Financial)	357.77	0.6%	-3.5%	-2.0%	7.1%	12.8%	32.9%	22.3%	13.6%	92.6%	91.5%	65.9%	105.0%	-4.2%	Jun '25
Mastercard (Financial)	567.16	-0.3%	-3.8%	-2.8%	6.8%	7.1%	27.3%	24.2%	8.0%	85.9%	92.0%	56.1%	103.1%	-4.0%	Jun '25
Bank of America (Financial)	44.38	-0.08%	-1.6%	-0.1%	7.7%	-0.3%	15.1%	33.9%	2.2%	50.7%	100.8%	5.2%	60.0%	-5.9%	Feb '25
UnitedHealth (Health)	307.09	-0.2%	1.8%	5.9%	-38.0%	-36.0%	-36.0%	-2.4%	-38.6%	-28.7%	13.7%	-35.4%	-35.8%	-50.1%	Nov '24
Johnson & Johnson (Health)	153.58	-1.1%	-1.8%	2.4%	-4.9%	6.6%	8.7%	-4.8%	8.0%	-0.8%	22.9%	-0.7%	2.7%	-9.0%	Apr '22
Eli Lilly (Health)	796.18	-1.4%	-1.4%	5.1%	-3.3%	2.6%	-9.4%	33.3%	3.5%	180.9%	427.8%	203.0%	151.0%	-16.6%	Aug '24
Union Pacific (Industrials)	221.27	-1.5%	-2.4%	-3.8%	-6.4%	-2.6%	2.2%	-5.1%	-1.8%	15.0%	44.2%	-3.2%	22.8%	-13.7%	Mar '22
Honeywell (Industrials)	223.93	-0.07%	-1.0%	0.5%	7.0%	-2.9%	7.9%	10.0%	0.2%	32.7%	67.0%	16.6%	37.4%	-4.1%	Dec '24
Apple (IT)	197.92	-0.3%	-2.3%	-6.3%	-7.4%	-21.7%	-8.2%	30.7%	-20.8%	52.9%	131.6%	10.8%	45.2%	-23.4%	Dec '24
Microsoft (IT)	477.61	-0.3%	1.4%	5.1%	23.1%	5.5%	7.3%	12.9%	13.7%	97.7%	156.6%	46.9%	116.5%	-0.3%	Jun '25
Nvidia (IT)	144.63	-0.04%	0.5%	6.8%	21.0%	10.9%	10.5%	171.2%	7.7%	812.1%	1471.1%	381.0%	1159.1%	-3.2%	Jan '25
Broadcom (IT)	249.89	-0.9%	2.2%	9.3%	28.9%	4.6%	38.3%	110.5%	8.1%	434.2%	805.8%	304.3%	508.4%	-4.3%	Jun '25
Adobe (IT)	388.80	-3.2%	-6.6%	-6.8%	-2.6%	-14.6%	-25.0%	-25.5%	-12.6%	7.8%	-6.0%	-31.1%	35.9%	-43.5%	Nov '21
Oracle (IT)	211.48	0.2%	19.2%	31.8%	37.8%	25.4%	51.3%	60.0%	27.7%	226.0%	342.0%	153.0%	242.8%	-1.7%	Jun '25
salesforce.com (IT)	265.49	0.6%	-1.0%	-8.8%	-5.3%	-24.1%	15.9%	27.8%	-20.5%	63.8%	47.4%	4.7%	87.9%	-27.6%	Dec '24
Linde PLC (Materials)	462.59	-0.9%	-2.7%	1.4%	0.8%	8.2%	6.3%	3.2%	11.2%	65.6%	139.0%	43.3%	76.5%	-4.0%	Oct '24
Sherwin-Williams (Materials)	334.13	-0.5%	-7.4%	-8.1%	-2.2%	-7.5%	11.2%	9.9%	-1.3%	54.2%	80.0%	1.7%	70.0%	-16.0%	Nov '24
American Tower (Real Estate)	214.84	-0.07%	0.9%	1.5%	2.6%	14.0%	15.4%	-12.2%	19.0%	0.3%	-6.1%	-16.4%	27.9%	-20.3%	Sep '21
Prologis Inc. (Real Estate)	105.29	-1.4%	-3.8%	-4.8%	-7.2%	-2.4%	-3.0%	-18.1%	0.5%	3.5%	23.4%	-29.9%	13.0%	-33.5%	Apr '22
NextEra Energy (Utilities)	72.92	-1.2%	0.1%	-2.0%	1.9%	2.5%	3.8%	21.5%	3.4%	11.9%	32.5%	-12.6%	8.3%	-14.2%	Dec '21
Duke Energy (Utilities)	114.71	-0.6%	-1.4%	-1.3%	-4.2%	8.3%	18.1%	15.6%	8.4%	32.3%	62.5%	27.5%	49.2%	-6.7%	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	15.44	p	EOD	0.0%	0.8%	2.1%	2.4%	6.4%	4.7%	3.5%	17.8%	10.5%	2.5%	22.8%	-0.5%	Jun '25
Moderate-60% Stock	60.20		-0.2%	-0.3%	1.2%	4.2%	3.6%	9.6%	10.7%	5.5%	37.8%	44.5%	13.8%	44.5%	-0.7%	Jun '25
Mod Agg-80% Stock	47.21	p	EOD	-0.1%	1.7%	5.6%	4.4%	11.9%	13.1%	6.9%	48.2%	62.6%	18.6%	55.8%	-0.4%	Jun '25
Aggressive-90% Stock	28.16	p	EOD	-0.1%	1.9%	5.6%	3.5%	11.1%	12.6%	6.5%	48.6%	66.7%	16.0%	54.9%	-0.3%	Jun '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	104451.61	-2.2%	-5.3%	1.2%	24.2%	-1.6%	57.1%	121.1%	11.8%	410.2%	1001.8%	124.8%	445.2%	-6.5%	May '25
Ethereum	2493.31	-1.9%	-11.4%	0.7%	29.4%	-35.9%	-29.0%	46.1%	-25.2%	129.5%	970.0%	-33.7%	92.5%	-48.2%	Nov '21
BNB	645.86	-0.8%	-4.1%	1.0%	2.3%	-9.9%	6.8%	124.4%	-7.9%	199.2%	3837.6%	26.1%	138.4%	-13.9%	Dec '24
Solana	147.38	-2.3%	-10.7%	-11.2%	15.0%	-33.9%	2.8%	86.5%	-22.1%	379.4%	25241.6%	-13.5%	372.9%	-43.7%	Jan '25
Bitcoin ETF	59.29	-4.1%	-4.8%	0.2%	23.4%	-2.4%	56.1%	-	11.8%	-	-	-	-	-6.2%	May '25
Grayscale Bitcoin (hi fee)	82.22	-4.0%	-4.8%	0.1%	23.1%	-2.9%	38.9%	113.8%	11.1%	559.4%	668.5%	139.9%	633.5%	-6.3%	May '25
Bloomberg Commodities	21.62	0.7%	3.5%	5.8%	1.9%	11.2%	8.9%	5.5%	9.5%	-5.0%	87.5%	20.8%	4.8%	-12.0%	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	4.92	-0.6%	-0.3%	0.5%	7.1%	7.5%	11.7%	19.1%	2.9%	49.5%	223.1%	144.2%	26.8%	-67.6%	Oct '81
10yr Treasury rate	4.42	-0.7%	-1.2%	-0.5%	2.7%	0.8%	3.3%	18.3%	-3.3%	36.5%	503.1%	171.6%	13.3%	-72.1%	Sep '81
5yr Treasury rate	4.01	-0.6%	-1.8%	-1.3%	-2.1%	-5.6%	-6.7%	14.1%	-8.4%	20.1%	1083.5%	193.9%	-2.4%	-75.3%	Sep '81
13-week T-bill	4.22	-0.7%	-0.8%	-0.4%	0.7%	-0.5%	-19.5%	-18.8%	0.2%	179.3%	2456.4%	7858.5%	19.4%	-75.4%	Dec '80
Crude Oil	73.07	1.8%	12.4%	16.9%	8.1%	4.3%	-9.0%	0.1%	1.9%	-33.3%	92.5%	-4.0%	-16.3%	-49.7%	Jul '08
Gold	3395.80	-0.02%	2.3%	6.7%	13.2%	28.4%	46.9%	27.5%	29.2%	85.0%	96.4%	88.7%	103.3%	-2.1%	Jun '25
EUR/USD	1.15	-0.2%	0.9%	3.3%	6.0%	9.7%	7.4%	-6.0%	10.9%	9.4%	2.6%	1.4%	18.9%	-27.8%	Apr '08
USD/JPY	145.07	0.3%	0.2%	-0.4%	-2.4%	-5.9%	-8.0%	11.0%	-7.6%	9.6%	35.7%	26.0%	-1.1%	-10.2%	Jul '24
S&P 500 Volatility Index	20.21	5.8%	19.2%	17.2%	-1.5%	27.3%	58.5%	39.4%	16.5%	-35.1%	-39.6%	21.7%	-39.8%	-75.6%	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	50.51		0.03%	0.1%	0.5%	1.3%	2.7%	6.5%	6.5%	2.7%	18.0%	17.2%	13.5%	18.5%	-0.1%	May '25
Interm Muni- JPMorgan	49.48		0.12%	0.3%	0.2%	-0.4%	-0.3%	1.4%	1.9%	0.1%	10.2%	5.1%	0.1%	11.1%	-1.4%	Feb '25
Interm Bond- Janus MSB	44.41		0.11%	0.5%	0.5%	0.1%	1.7%	4.6%	1.5%	2.7%	8.0%	-1.8%	-2.7%	13.1%	-3.7%	Aug '21
Interm Bond- Vanguard	76.24		0.2%	0.5%	0.8%	1.4%	2.8%	5.4%	1.6%	3.7%	10.1%	-3.6%	-2.4%	14.6%	-5.4%	Aug '20
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	0.6%	1.1%	2.6%	8.7%	10.4%	2.5%	24.9%	48.0%	21.6%	27.8%	-0.1%	Jun '25
Int’l Bond- JPMorgan	48.22		0.02%	0.1%	0.8%	2.1%	3.4%	7.3%	3.5%	4.1%	20.5%	17.8%	9.4%	22.9%	-0.2%	Jun '25
Long Bond- Vanguard	74.36		0.5%	0.4%	1.6%	-0.5%	-0.8%	1.7%	-1.9%	1.8%	6.6%	-12.4%	-16.0%	18.5%	-19.5%	Sep '21
Long CA Muni- PIMCO	9.15	p	EOD	0.2%	-0.1%	-1.3%	-1.3%	0.3%	2.9%	-1.0%	11.9%	5.8%	-1.3%	13.4%	-2.8%	Dec '24
Long Muni- iShares	55.53		0.2%	0.4%	-0.3%	-1.1%	-2.0%	0.0%	1.6%	-1.8%	7.2%	-0.4%	-3.3%	7.9%	-3.7%	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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