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S&P 500

Return

82.0%

[

12.8%

annualized]

Dec 31 2020 - Dec 19 2025

-1.0%

Below
Peak
Dec '25

DJIA (Large Value)

Return

57.3%

[

9.5%

annualized]

Dec 31 2020 - Dec 19 2025

-1.2%

Below
Peak
Dec '25

Russell 2000 (Small Cap)

Return

28.1%

[

5.1%

annualized]

Dec 31 2020 - Dec 19 2025

-2.4%

Below
Peak
Dec '25

Performance Range:

As of Dec 21 11:20 PM EDT, next update on next 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	6834.50	p	EOD	0.3%	3.5%	2.1%	14.5%	15.2%	23.3%	16.2%	78.8%	85.4%	42.5%	91.1%	-1.0%	Dec '25
DJIA (Large Value)	48134.89	p	EOD	-0.6%	4.1%	3.8%	14.0%	12.4%	12.9%	13.1%	45.7%	60.4%	31.6%	64.8%	-1.2%	Dec '25
Russell 2000 (Small Cap)	2529.43	p	EOD	0.0%	6.7%	2.7%	19.9%	12.8%	10.0%	13.4%	44.2%	27.1%	11.3%	49.9%	-2.4%	Dec '25
NASDAQ Comp (Tech/Growth)	23307.62	p	EOD	1.1%	4.6%	2.3%	19.8%	19.1%	28.6%	20.7%	122.5%	82.0%	47.2%	123.7%	-2.7%	Oct '25
Aggregate Bond	99.84	p	EOD	0.3%	-0.6%	0.3%	3.3%	6.4%	1.3%	6.4%	12.4%	-2.5%	-0.2%	16.5%	-2.6%	Dec '20
Corp Bond	110.13	p	EOD	0.2%	-0.7%	-0.5%	3.7%	6.9%	0.9%	7.0%	15.9%	-4.3%	-2.0%	24.2%	-4.9%	Sep '21
High Yield Bond	80.36	p	EOD	0.2%	0.0%	-0.2%	3.2%	7.3%	8.0%	7.2%	28.1%	20.4%	15.0%	34.6%	-0.7%	Nov '25
Preferred	31.14	p	EOD	0.5%	2.2%	-1.9%	5.5%	4.0%	7.2%	4.7%	21.7%	8.7%	1.0%	24.0%	-2.0%	Sep '25

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	45.37	p	EOD	0.6%	-47.5%	-49.8%	-47.0%	-45.9%	0.1%	-45.3%	-38.6%	-29.8%	-45.2%	-29.7%	-52.6%	Oct '24
Consumer Discretionary/Cyclical	121.85	p	EOD	0.1%	-46.0%	-49.3%	-41.9%	-46.3%	26.5%	-45.3%	-3.0%	-19.5%	-40.2%	-10.0%	-49.7%	Nov '25
Financial Services	54.84	p	EOD	-0.3%	6.1%	1.6%	9.6%	14.7%	30.6%	14.6%	69.9%	109.5%	48.1%	90.5%	-0.3%	Dec '25
Real Estate	88.59	p	EOD	-1.3%	-1.1%	-2.4%	0.5%	3.1%	4.8%	2.4%	20.8%	26.3%	-10.7%	31.0%	-11.4%	Dec '21
Communication Services	116.52	p	EOD	0.0%	4.1%	-1.7%	14.0%	20.3%	34.7%	21.4%	153.4%	85.4%	54.8%	152.5%	-2.1%	Sep '25
Energy	44.13	p	EOD	-2.3%	-50.6%	-49.7%	-49.6%	-45.8%	5.6%	-47.2%	-42.6%	41.0%	-11.7%	-38.9%	-53.1%	Nov '24
Industrials	155.86	p	EOD	-0.7%	4.2%	1.9%	10.3%	18.3%	17.3%	19.5%	66.3%	91.6%	57.7%	92.8%	-1.2%	Dec '25
Technology	144.60	p	EOD	1.6%	-47.1%	-48.8%	-39.7%	-38.3%	21.6%	-37.5%	18.5%	16.2%	-15.1%	26.9%	-52.5%	Oct '25
Consumer Staples/Defensive	78.78	p	EOD	-1.1%	1.1%	1.1%	-1.4%	1.2%	12.2%	2.1%	13.3%	34.7%	12.8%	26.2%	-4.7%	Aug '25
Healthcare	154.94	p	EOD	-0.7%	0.2%	13.4%	17.9%	14.3%	2.5%	14.1%	19.2%	50.5%	18.1%	33.6%	-2.4%	Nov '25
Utilities	42.63	p	EOD	-1.4%	-51.6%	-50.0%	-46.5%	-42.6%	23.3%	-42.5%	-33.9%	-19.1%	-32.6%	-24.0%	-54.1%	Oct '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	140.91	p	EOD	0.2%	3.0%	1.8%	13.9%	20.2%	17.4%	20.8%	74.0%	71.2%	40.9%	91.5%	-1.6%	Dec '25
MSCI Emerging Markets	53.72	p	EOD	0.8%	1.2%	0.8%	16.0%	28.3%	6.5%	29.7%	50.7%	19.4%	18.7%	67.2%	-4.1%	Oct '25
FTSE Europe	82.79	p	EOD	0.4%	4.7%	4.2%	11.0%	33.7%	1.9%	33.2%	63.1%	62.9%	35.8%	98.9%	-0.5%	Dec '25
MSCI Japan	80.58	p	EOD	-1.5%	-0.8%	-0.8%	12.3%	22.7%	7.0%	21.1%	55.0%	33.2%	28.1%	74.5%	-4.5%	Nov '25
MSCI India	54.15	p	EOD	2.0%	-0.1%	1.2%	0.5%	1.4%	8.6%	2.9%	31.1%	51.9%	17.3%	34.8%	-7.9%	Sep '24
MSCI China	60.63	p	EOD	0.8%	-0.5%	-5.9%	13.3%	30.0%	17.7%	30.7%	37.8%	-15.8%	5.4%	61.9%	-31.3%	Feb '21
International Bond	48.23	p	EOD	-0.1%	-2.7%	-1.9%	-1.3%	0.3%	3.6%	0.4%	12.2%	-3.5%	-1.0%	14.7%	-3.6%	Jan '21
iShares Latin America	30.20	p	EOD	-2.6%	1.3%	5.7%	20.3%	45.3%	-23.1%	47.8%	50.4%	46.5%	67.3%	50.3%	-5.6%	Dec '25

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	627.56	p	EOD	0.3%	3.6%	2.4%	15.3%	16.6%	25.0%	17.6%	86.4%	99.2%	51.0%	100.0%	-1.0%	Dec '25
US Large Growth	473.50	p	EOD	1.0%	3.5%	0.2%	17.6%	16.6%	33.1%	18.3%	124.4%	103.4%	57.6%	131.4%	-3.7%	Oct '25
US Large Value	209.88	p	EOD	-0.6%	3.4%	3.7%	11.3%	14.6%	14.2%	14.9%	47.3%	72.1%	34.2%	62.9%	-1.4%	Dec '25

US MidCap Blend	292.94	p	EOD	-0.4%	3.7%	0.6%	8.3%	11.1%	15.3%	12.2%	50.9%	52.4%	22.7%	63.7%	-1.5%	Dec '25
US MidCap Growth	283.06	p	EOD	0.3%	3.8%	-3.6%	4.3%	9.6%	16.4%	12.1%	61.5%	35.8%	15.7%	70.8%	-5.1%	Oct '25
US MidCap Value	178.57	p	EOD	-0.9%	3.8%	3.9%	11.4%	11.9%	14.0%	12.3%	41.4%	70.1%	29.4%	56.4%	-1.4%	Dec '25

US Small Blend	262.24	p	EOD	0.4%	6.1%	2.0%	14.0%	9.6%	14.2%	10.3%	49.6%	44.4%	22.0%	58.3%	-1.5%	Dec '25
US Small Growth	329.61	p	EOD	0.4%	6.8%	1.4%	19.5%	13.8%	15.0%	15.0%	57.3%	15.6%	14.2%	62.0%	-2.9%	Dec '25
US Small Value	184.45	p	EOD	-0.6%	6.1%	3.9%	21.0%	13.8%	7.6%	13.8%	41.0%	55.1%	18.1%	48.8%	-2.6%	Dec '25

Foreign Large Blend	95.46	p	EOD	0.1%	3.0%	2.3%	10.6%	29.3%	3.5%	28.4%	57.3%	53.0%	33.8%	86.1%	-1.6%	Dec '25
Foreign Growth	113.43	p	EOD	0.0%	2.2%	-0.6%	5.7%	18.1%	1.5%	18.3%	40.9%	23.1%	8.3%	64.1%	-3.6%	Oct '25
Foreign Value	70.84	p	EOD	0.0%	3.4%	5.0%	14.9%	39.7%	5.4%	38.0%	73.2%	85.2%	62.3%	108.3%	-1.7%	Dec '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	23.51	p	EOD	0.0%	-0.5%	-1.2%	0.5%	2.7%	8.3%	2.6%	27.8%	30.1%	24.1%	29.8%	-1.6%	Sep '25
Ultra Short- Janus AAA CLO	50.66	p	EOD	0.1%	0.3%	1.1%	2.6%	5.1%	7.4%	4.8%	21.0%	24.0%	22.2%	24.4%	New Peak	Dec '25
Bank Loan- Invesco	21.01	p	EOD	0.0%	1.0%	1.0%	3.4%	6.2%	8.2%	5.8%	27.7%	29.5%	25.7%	32.0%	New Peak	Dec '25
Interval CEF- Cliffwater	10.69	p	EOD	0.1%	0.7%	2.0%	4.2%	8.9%	12.6%	8.6%	35.1%	55.5%	40.6%	37.0%	New Peak	Dec '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	53.05	p	EOD	0.5%	3.7%	1.4%	13.8%	15.9%	27.9%	16.5%	88.0%	136.4%	84.6%	103.9%	-1.4%	Oct '25
Int’l Min Volatility- Franklin	36.64	p	EOD	0.1%	0.3%	6.5%	14.1%	25.9%	15.9%	23.7%	67.6%	108.1%	73.7%	86.4%	-0.8%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.71	p	EOD	-0.1%	6.8%	1.6%	8.5%	2.3%	62.3%	3.8%	148.4%	309.9%	219.5%	228.4%	-4.2%	Dec '24
Small Value- Avantis	103.78	p	EOD	-0.8%	7.2%	3.7%	17.2%	9.4%	9.3%	8.9%	47.5%	100.4%	37.2%	57.5%	-2.3%	Dec '25
Mid Value- Pacer Cash Cows	60.89	p	EOD	-0.8%	4.9%	6.5%	12.3%	9.0%	10.6%	9.2%	39.1%	101.6%	38.4%	49.7%	-1.0%	Dec '25
Growth- S&P Momentum	119.53	p	EOD	0.7%	4.6%	-2.1%	12.2%	26.0%	45.8%	26.5%	119.2%	139.1%	94.2%	138.6%	-3.7%	Oct '25
Invesco S&P Quality	75.67	p	EOD	-0.3%	3.9%	2.8%	9.9%	12.7%	25.4%	13.8%	79.6%	95.0%	49.6%	97.1%	-0.8%	Dec '25
Rotation Factor- BlackRock	60.76	p	EOD	0.5%	3.7%	2.4%	16.6%	18.5%	30.3%	19.6%	114.1%	113.9%	68.5%	128.3%	-1.0%	Dec '25
US Min Volatility- Fidelity	66.53	p	EOD	-0.4%	1.4%	1.1%	9.5%	10.1%	16.1%	11.0%	50.6%	68.4%	35.1%	64.8%	-2.0%	Nov '25
Derivative Income- JPMorgan	57.54	p	EOD	-0.4%	1.7%	2.5%	6.6%	6.7%	12.6%	7.2%	33.1%	58.1%	28.4%	46.6%	-0.4%	Dec '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	15.83	p	EOD	0.6%	1.0%	-1.1%	4.1%	6.8%	12.1%	6.6%	23.2%	36.2%	34.4%	33.9%	-1.6%	Aug '25
Multistrategy- AQR	14.25	p	EOD	0.2%	1.5%	2.7%	7.5%	16.5%	13.3%	15.8%	43.8%	87.1%	63.9%	46.5%	-0.5%	Nov '25
Long Short- AQR	21.22	p	EOD	-0.5%	4.8%	7.0%	14.7%	31.9%	30.5%	32.5%	115.8%	250.7%	165.0%	152.7%	-0.5%	Dec '25
Mkt Neutral- BlackRock	14.64	p	EOD	1.6%	0.5%	-0.4%	6.1%	14.0%	21.4%	14.4%	59.6%	69.2%	63.5%	64.0%	-1.4%	Dec '25
Multi Strategy- Variant	26.85	p	EOD	0.1%	0.5%	2.1%	3.9%	7.1%	5.1%	6.9%	23.2%	45.8%	29.5%	25.1%	New Peak	Dec '25
Long Short- First Trust	71.06	p	EOD	0.4%	1.2%	1.8%	10.2%	8.3%	18.8%	8.9%	50.9%	69.8%	43.3%	58.5%	-1.3%	Nov '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)	307.16	p	EOD	-0.3%	2.5%	21.6%	84.5%	61.0%	36.0%	62.8%	252.4%	259.6%	113.3%	217.0%	-5.0%	Nov '25
Meta (Communications)	658.77	p	EOD	1.7%	10.9%	-13.9%	-3.4%	12.8%	66.0%	12.8%	465.9%	148.2%	95.8%	419.9%	-16.6%	Aug '25
Amazon (Cyclical)	227.35	p	EOD	2.2%	3.0%	-0.1%	8.4%	1.1%	44.4%	3.6%	171.3%	41.8%	33.4%	101.4%	-10.5%	Nov '25
Tesla (Cyclical)	481.20	p	EOD	1.2%	23.0%	10.8%	49.4%	14.3%	62.5%	19.2%	283.9%	125.4%	20.3%	121.5%	-1.8%	Dec '25
Procter & Gamble (Defensive)	144.46	p	EOD	-0.5%	-4.3%	-5.0%	-7.9%	-11.8%	17.3%	-11.6%	2.4%	19.9%	-2.0%	26.1%	-17.5%	Dec '24
PepsiCo (Defensive)	148.16	p	EOD	-2.0%	1.3%	5.1%	15.9%	-0.1%	-7.6%	0.3%	-10.5%	18.9%	-3.8%	-3.8%	-18.0%	May '23
Coca-Cola (Defensive)	70.06	p	EOD	-1.3%	-4.0%	5.8%	2.6%	14.5%	8.9%	15.0%	20.2%	53.3%	32.2%	39.1%	-4.0%	Nov '25
Exxon Mobil (Energy)	116.69	p	EOD	-0.9%	-0.3%	5.1%	3.6%	14.3%	11.3%	12.5%	22.2%	246.2%	111.7%	32.5%	-2.7%	Oct '24
Chevron (Energy)	147.75	p	EOD	-1.4%	-1.5%	-4.3%	1.0%	8.2%	1.3%	6.7%	-2.6%	116.6%	45.6%	7.1%	-10.8%	Jan '23
JPMorgan Chase (Financial)	317.21	p	EOD	-0.9%	6.4%	2.0%	16.5%	36.3%	44.3%	35.1%	161.4%	196.8%	117.9%	229.6%	-1.0%	Nov '25
Visa (Financial)	349.25	p	EOD	0.7%	6.5%	1.6%	3.5%	10.7%	22.3%	11.3%	74.2%	75.9%	62.6%	100.9%	-6.1%	Jun '25
Mastercard (Financial)	572.23	p	EOD	0.5%	5.9%	-2.0%	7.7%	9.0%	24.2%	9.3%	70.5%	77.2%	57.9%	105.5%	-4.3%	Aug '25
Bank of America (Financial)	55.27	p	EOD	-0.1%	7.2%	6.5%	22.1%	27.4%	33.9%	28.0%	83.7%	112.4%	31.8%	100.4%	-0.1%	Dec '25
UnitedHealth (Health)	327.42	p	EOD	-4.0%	2.3%	-4.1%	9.1%	-33.4%	-2.4%	-34.1%	-34.8%	5.3%	-30.7%	-31.1%	-46.5%	Nov '24
Johnson & Johnson (Health)	206.37	p	EOD	-3.6%	1.9%	18.5%	38.8%	46.3%	-4.8%	46.1%	26.9%	54.8%	34.4%	39.0%	-3.6%	Dec '25
Eli Lilly (Health)	1071.44	p	EOD	0.9%	1.1%	42.1%	41.0%	40.6%	33.3%	39.8%	200.3%	577.2%	309.3%	239.0%	-3.5%	Nov '25
Union Pacific (Industrials)	234.23	p	EOD	-2.6%	3.5%	3.7%	5.9%	5.3%	-5.1%	4.6%	19.7%	29.2%	3.1%	30.8%	-8.1%	Mar '22
Honeywell (Industrials)	199.11	p	EOD	0.8%	4.8%	1.7%	-3.7%	-5.5%	10.0%	-4.4%	6.1%	12.5%	11.2%	31.1%	-11.1%	Jul '25
Nvidia (IT)	180.99	p	EOD	2.7%	1.2%	-1.4%	25.8%	34.4%	171.2%	34.8%	1081.0%	1266.8%	502.0%	1475.7%	-12.6%	Oct '25
Broadcom (IT)	340.36	p	EOD	0.2%	0.0%	0.5%	36.4%	55.7%	110.5%	47.9%	542.4%	771.9%	452.9%	732.1%	-17.6%	Dec '25
Adobe (IT)	355.86	p	EOD	1.3%	9.8%	-2.3%	-5.6%	-20.4%	-25.5%	-20.0%	5.7%	-29.4%	-36.9%	24.4%	-48.3%	Nov '21
Oracle (IT)	191.97	p	EOD	3.8%	-3.4%	-41.4%	-6.1%	14.3%	60.0%	16.3%	147.5%	215.9%	130.6%	212.4%	-41.4%	Sep '25
salesforce.com (IT)	259.91	p	EOD	2.3%	14.4%	4.1%	-0.1%	-24.0%	27.8%	-21.9%	103.3%	13.6%	2.8%	84.6%	-28.9%	Dec '24
Linde PLC (Materials)	421.43	p	EOD	1.1%	2.1%	-11.8%	-7.3%	0.3%	3.2%	1.6%	33.3%	77.5%	30.9%	61.3%	-12.9%	Sep '25
Sherwin-Williams (Materials)	320.86	p	EOD	-2.3%	-4.8%	-7.2%	-3.4%	-6.3%	9.9%	-4.8%	36.6%	36.5%	-1.9%	64.0%	-19.0%	Nov '24
American Tower (Real Estate)	172.41	p	EOD	-4.4%	-4.0%	-10.0%	-20.0%	-2.9%	-12.2%	-3.6%	-9.6%	-9.8%	-32.3%	3.6%	-35.5%	Sep '21
Prologis Inc. (Real Estate)	127.23	p	EOD	-1.9%	1.1%	11.7%	21.5%	26.5%	-18.1%	23.7%	22.5%	48.7%	-13.7%	39.1%	-18.1%	Apr '22
NextEra Energy (Utilities)	79.54	p	EOD	-2.6%	-4.7%	9.9%	12.1%	13.7%	21.5%	13.6%	3.4%	20.2%	-3.9%	19.1%	-7.8%	Nov '25
Duke Energy (Utilities)	115.56	p	EOD	-1.0%	-5.9%	-4.1%	1.9%	10.6%	15.6%	11.1%	27.6%	57.0%	30.7%	52.9%	-9.7%	Oct '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	16.03	p	EOD	0.1%	0.8%	1.1%	5.4%	11.2%	6.8%	9.1%	26.6%	15.2%	10.2%	32.1%	-0.5%	Oct '25
Moderate-60% Stock	65.51	p	EOD	0.2%	2.4%	2.2%	10.5%	15.8%	10.7%	16.1%	47.9%	41.5%	25.3%	59.1%	-0.4%	Dec '25
Mod Agg-80% Stock	52.14	p	EOD	0.2%	3.2%	2.3%	12.6%	23.2%	17.5%	19.1%	67.4%	66.8%	38.3%	81.7%	-0.6%	Dec '25
Aggressive-90% Stock	31.71	p	EOD	0.3%	3.6%	2.7%	13.3%	21.4%	14.8%	20.0%	70.1%	69.7%	37.7%	83.9%	-0.7%	Dec '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	88772.63		0.5%	2.7%	4.3%	-21.3%	-14.1%	-9.2%	121.9%	-5.0%	427.5%	273.3%	91.1%	363.4%	-28.8%	Oct '25
Ethereum	3022.65		1.5%	2.0%	9.3%	-28.1%	25.6%	-13.0%	44.8%	-9.3%	148.1%	376.1%	-19.6%	133.4%	-37.4%	Aug '25
BNB	855.65		0.2%	-0.3%	3.1%	-13.8%	33.3%	26.2%	123.3%	22.1%	248.0%	2455.5%	67.1%	215.8%	-34.7%	Oct '25
Solana	125.85		0.03%	-1.5%	-2.1%	-42.9%	-10.2%	-35.2%	78.0%	-33.5%	967.0%	8344.8%	-26.1%	303.8%	-51.9%	Jan '25
Bitcoin ETF	49.91	p	EOD	2.6%	4.0%	-21.6%	-14.9%	-8.9%	-	-5.9%	-	-	-	-	-30.0%	Oct '25
Grayscale Bitcoin (hi fee)	68.84	p	EOD	2.7%	4.1%	-21.8%	-15.4%	-10.0%	136.7%	-7.0%	835.0%	150.8%	122.4%	579.8%	-30.1%	Oct '25
Bloomberg Commodities	22.54	p	EOD	0.1%	1.7%	6.6%	3.7%	15.9%	5.5%	14.1%	11.1%	63.9%	26.0%	9.3%	-8.2%	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	4.83	p	EOD	-0.5%	2.4%	1.4%	-1.2%	2.4%	19.1%	0.9%	29.7%	192.1%	139.5%	24.3%	-5.4%	Oct '23
10yr Treasury rate	4.15	p	EOD	-0.7%	2.2%	0.2%	-5.1%	-8.2%	18.3%	-9.2%	13.1%	352.2%	155.0%	6.4%	-16.8%	Oct '23
5yr Treasury rate	3.69	p	EOD	-1.1%	2.1%	-0.1%	-6.8%	-15.7%	14.1%	-15.7%	-2.5%	914.6%	170.5%	-10.2%	-25.6%	Oct '23
13-week T-bill	3.52	p	EOD	-0.5%	-5.8%	-8.5%	-16.0%	-16.4%	-18.8%	-16.3%	-16.3%	4415.4%	6545.3%	-0.3%	-34.1%	Oct '23
Crude Oil	56.96		0.2%	0.2%	-1.9%	-9.1%	-24.0%	-18.0%	0.1%	-20.6%	-26.5%	21.1%	-25.1%	-34.7%	-54.0%	Mar '22
Gold	4427.80		1.0%	2.8%	8.6%	18.4%	31.5%	68.4%	27.5%	68.4%	147.8%	137.2%	146.1%	165.1%	New Peak	Dec '25
EUR/USD	1.17		0.07%	-0.1%	1.6%	-0.7%	-	13.1%	-6.0%	12.6%	10.5%	-4.2%	3.1%	20.7%	-5.0%	Jan '21
USD/JPY	157.31		-0.2%	0.9%	0.0%	6.5%	-	-0.2%	11.0%	0.2%	18.8%	52.2%	36.6%	7.2%	-2.7%	Jul '24
S&P 500 Volatility Index	14.91	p	EOD	-9.6%	-36.4%	-7.4%	-27.7%	-18.8%	39.4%	-14.1%	-32.1%	-38.5%	-10.2%	-55.6%	-71.5%	Apr '25

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	50.75	p	EOD	0.1%	-0.3%	0.3%	2.2%	5.3%	6.5%	5.1%	19.4%	17.0%	16.2%	21.4%	-0.5%	Dec '25
Interm Muni- JPMorgan	50.56	p	EOD	0.1%	-0.4%	0.6%	3.6%	4.0%	1.9%	3.8%	11.9%	5.5%	3.7%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.83	p	EOD	0.4%	0.5%	1.7%	5.5%	8.6%	1.5%	8.7%	15.0%	2.8%	3.0%	19.7%	New Peak	Dec '25
Interm Bond- Vanguard	77.85	p	EOD	0.2%	-0.7%	0.3%	3.5%	7.8%	1.6%	7.7%	14.7%	-1.5%	1.4%	19.1%	-1.7%	Dec '20
Multisector Bond- Intrepid	9.05	p	EOD	0.0%	0.1%	0.3%	4.2%	7.5%	10.4%	7.1%	29.8%	40.6%	27.0%	33.4%	-0.3%	Nov '25
Int’l Bond- JPMorgan	48.87	p	EOD	0.2%	0.1%	0.4%	3.3%	7.3%	3.5%	7.5%	20.5%	13.9%	13.1%	27.0%	-0.7%	Oct '25
Long Bond- Vanguard	75.87	p	EOD	0.3%	-1.1%	-1.3%	4.1%	5.7%	-1.9%	6.3%	12.2%	-14.6%	-12.3%	23.7%	-15.9%	Sep '21
Long CA Muni- PIMCO	9.41	p	EOD	0.0%	-0.3%	0.9%	4.6%	4.5%	2.9%	3.6%	15.3%	6.3%	3.2%	18.6%	-0.6%	Nov '25
Long Muni- iShares	57.31	p	EOD	0.2%	-0.4%	0.9%	4.5%	3.1%	1.6%	2.6%	9.8%	1.9%	1.2%	13.0%	-0.7%	Nov '25

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BelowPeak Dec '25

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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Dec '25

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Dec '25

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Dec '25