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S&P 500

Return

82.3%

[

12.8%

annualized]

Dec 31 2020 - Dec 31 2025

-1.2%

Below
Peak
Dec '25

DJIA (Large Value)

Return

57.0%

[

9.4%

annualized]

Dec 31 2020 - Dec 31 2025

-1.4%

Below
Peak
Dec '25

Russell 2000 (Small Cap)

Return

25.7%

[

4.7%

annualized]

Dec 31 2020 - Dec 31 2025

-4.2%

Below
Peak
Dec '25

Performance Range:

As of Jan 01 11:30 AM EDT, next update at 11:40 AM

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	6845.50	p	EOD	-1.2%	0.5%	2.0%	10.4%	16.4%	16.4%	0.0%	78.3%	82.3%	42.7%	91.4%	-1.2%	Dec '25
DJIA (Large Value)	48063.29	p	EOD	-1.4%	1.6%	3.5%	8.0%	13.0%	13.0%	0.0%	45.0%	57.0%	31.4%	64.5%	-1.4%	Dec '25
Russell 2000 (Small Cap)	2481.91	p	EOD	-2.6%	0.5%	1.6%	12.9%	11.3%	11.3%	0.0%	40.9%	25.7%	9.2%	47.1%	-4.2%	Dec '25
NASDAQ Comp (Tech/Growth)	23241.99	p	EOD	-1.6%	-0.1%	2.1%	15.0%	20.4%	20.4%	0.0%	122.1%	80.3%	46.8%	123.1%	-3.0%	Oct '25
Aggregate Bond	99.88	p	EOD	-0.1%	0.2%	0.7%	3.1%	7.2%	7.2%	0.0%	14.7%	-2.0%	0.5%	17.4%	-2.0%	Dec '20
Corp Bond	110.19	p	EOD	-0.4%	-0.2%	-0.1%	3.1%	7.9%	7.9%	0.0%	19.1%	-4.1%	-1.2%	25.2%	-4.2%	Sep '21
High Yield Bond	80.63	p	EOD	0.0%	0.7%	1.0%	3.5%	8.6%	8.6%	0.0%	30.8%	20.8%	16.5%	36.3%	-0.1%	Dec '25
Preferred	30.96	p	EOD	-0.5%	1.2%	-1.1%	3.9%	4.9%	4.9%	0.0%	22.8%	7.7%	1.2%	24.3%	-1.8%	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	45.35	p	EOD	-1.1%	2.2%	2.8%	1.7%	9.9%	9.9%	0.0%	23.8%	38.4%	10.0%	41.2%	-4.8%	Oct '24
Consumer Discretionary/Cyclical	119.41	p	EOD	-2.6%	1.1%	-0.8%	9.8%	7.4%	7.4%	0.0%	89.7%	54.6%	17.5%	76.7%	-2.6%	Dec '25
Financial Services	54.77	p	EOD	-1.7%	3.9%	2.9%	4.7%	14.9%	14.9%	0.0%	68.1%	102.6%	48.4%	90.9%	-1.7%	Dec '25
Real Estate	88.49	p	EOD	-0.3%	-1.1%	-2.5%	0.5%	3.2%	3.2%	0.0%	21.0%	25.4%	-10.0%	32.0%	-10.7%	Dec '21
Communication Services	117.72	p	EOD	-0.3%	2.8%	1.2%	10.0%	23.1%	23.1%	0.0%	153.4%	83.3%	56.9%	155.9%	-0.8%	Sep '25
Energy	44.71	p	EOD	0.8%	-1.2%	0.9%	6.4%	7.9%	7.9%	0.0%	13.2%	185.0%	80.4%	24.8%	-4.2%	Nov '24
Industrials	155.12	p	EOD	-1.5%	2.8%	1.2%	5.6%	19.3%	19.3%	0.0%	65.4%	89.1%	57.5%	92.5%	-1.5%	Dec '25
Technology	143.97	p	EOD	-1.6%	0.7%	1.3%	15.1%	24.6%	24.6%	0.0%	136.5%	130.3%	69.3%	153.2%	-5.2%	Oct '25
Consumer Staples/Defensive	77.68	p	EOD	-0.6%	-1.2%	0.1%	-3.8%	1.5%	1.5%	0.0%	13.0%	31.3%	12.1%	25.4%	-5.3%	Aug '25
Healthcare	154.80	p	EOD	-0.6%	0.1%	8.4%	14.2%	14.5%	14.5%	0.0%	19.8%	47.8%	18.5%	34.0%	-2.1%	Nov '25
Utilities	42.69	p	EOD	-0.3%	-2.8%	-2.3%	5.7%	16.0%	16.0%	0.0%	32.8%	58.6%	36.1%	53.4%	-7.4%	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	141.49	p	EOD	-0.9%	1.3%	2.7%	11.1%	22.4%	22.4%	0.0%	75.8%	70.3%	42.7%	94.0%	-1.0%	Dec '25
MSCI Emerging Markets	54.71	p	EOD	0.5%	2.2%	3.1%	14.8%	34.0%	34.0%	0.0%	55.4%	19.0%	22.6%	72.7%	-0.9%	Oct '25
FTSE Europe	83.61	p	EOD	-0.1%	4.0%	4.6%	9.1%	35.8%	35.8%	0.0%	66.3%	63.3%	38.4%	102.8%	-0.4%	Dec '25
MSCI Japan	80.74	p	EOD	-0.3%	1.5%	4.4%	12.6%	25.8%	25.8%	0.0%	62.0%	34.9%	33.2%	81.4%	-1.3%	Dec '25
MSCI India	54.05	p	EOD	0.1%	-0.5%	3.2%	-3.2%	2.7%	2.7%	0.0%	30.7%	44.4%	17.1%	34.5%	-8.0%	Sep '24
MSCI China	60.07	p	EOD	-0.9%	-3.0%	-8.2%	10.0%	31.0%	31.0%	0.0%	36.9%	-17.3%	5.7%	62.4%	-31.1%	Feb '21
International Bond	48.32	p	EOD	-0.2%	-0.2%	0.2%	0.8%	2.9%	2.9%	0.0%	15.9%	-1.2%	1.4%	17.4%	-1.2%	Jan '21
iShares Latin America	30.45	p	EOD	-1.1%	0.0%	8.9%	17.9%	51.6%	51.6%	0.0%	55.2%	47.3%	71.6%	54.1%	-3.2%	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	627.13	p	EOD	-1.2%	0.5%	2.3%	11.1%	17.8%	17.8%	0.0%	86.0%	96.0%	51.3%	100.4%	-1.2%	Dec '25
US Large Growth	473.30	p	EOD	-1.5%	-0.2%	0.6%	12.9%	18.3%	18.3%	0.0%	124.6%	102.3%	57.7%	131.5%	-3.6%	Oct '25
US Large Value	210.34	p	EOD	-1.0%	1.3%	3.7%	8.3%	15.7%	15.7%	0.0%	47.0%	69.5%	35.2%	64.1%	-1.0%	Dec '25

US MidCap Blend	290.22	p	EOD	-1.4%	0.4%	-0.7%	3.9%	11.6%	11.6%	0.0%	49.3%	51.4%	22.0%	62.8%	-2.0%	Dec '25
US MidCap Growth	279.14	p	EOD	-1.9%	-0.6%	-4.9%	-1.0%	10.7%	10.7%	0.0%	58.6%	36.0%	14.3%	68.7%	-6.2%	Oct '25
US MidCap Value	177.37	p	EOD	-1.0%	1.1%	2.4%	7.6%	12.1%	12.1%	0.0%	40.4%	66.4%	29.2%	56.2%	-1.5%	Dec '25

US Small Blend	257.95	p	EOD	-2.0%	0.8%	1.5%	8.5%	8.9%	8.9%	0.0%	47.0%	42.5%	20.5%	56.3%	-2.8%	Dec '25
US Small Growth	323.01	p	EOD	-3.0%	0.4%	1.1%	13.6%	12.9%	12.9%	0.0%	53.9%	16.4%	12.1%	59.1%	-4.6%	Dec '25
US Small Value	181.21	p	EOD	-2.1%	0.7%	2.6%	13.7%	12.4%	12.4%	0.0%	38.6%	51.1%	16.7%	47.0%	-3.8%	Dec '25

Foreign Large Blend	96.03	p	EOD	-0.4%	3.2%	3.9%	9.6%	31.5%	31.5%	0.0%	61.1%	53.7%	37.1%	90.6%	-0.6%	Dec '25
Foreign Growth	113.92	p	EOD	-0.7%	2.2%	0.6%	4.0%	20.7%	20.7%	0.0%	44.0%	22.9%	10.5%	67.5%	-1.6%	Oct '25
Foreign Value	71.41	p	EOD	-0.2%	4.1%	7.0%	14.8%	42.2%	42.2%	0.0%	78.1%	87.5%	67.3%	114.7%	-0.4%	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	23.42	p	EOD	-0.4%	-0.1%	0.0%	0.8%	3.6%	3.6%	0.0%	28.8%	30.7%	25.3%	31.1%	-0.6%	Sep '25
Ultra Short- Janus AAA CLO	50.58	p	EOD	0.2%	0.5%	1.3%	2.7%	5.2%	5.2%	0.0%	22.0%	24.3%	22.6%	24.9%	New Peak	Dec '25
Bank Loan- Invesco	21.00	p	EOD	0.1%	1.0%	2.1%	3.8%	6.9%	6.9%	0.0%	30.2%	29.8%	26.9%	33.3%	New Peak	Dec '25
Interval CEF- Cliffwater	1000.00	p	EOD	-45.0%	-44.7%	-43.9%	-42.7%	-40.2%	-40.2%	0.0%	-24.1%	-10.7%	-19.1%	-22.8%	-45.0%	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	53.36	p	EOD	-1.1%	1.4%	2.9%	10.2%	17.7%	17.7%	0.0%	88.2%	134.3%	86.5%	105.9%	-1.1%	Dec '25
Int’l Min Volatility- Franklin	36.82	p	EOD	0.2%	2.3%	7.8%	16.3%	27.1%	27.1%	0.0%	73.1%	112.4%	78.4%	91.5%	-0.4%	Dec '25
MidCap 30 - Hennessy (hi fee)	986.99	p	EOD	-85.9%	-85.5%	-85.5%	-85.1%	-85.2%	-85.2%	0.0%	-73.8%	-65.4%	-73.1%	-72.4%	-86.4%	Nov '24
Small Value- Avantis	101.98	p	EOD	-1.8%	1.2%	2.4%	10.6%	7.4%	7.4%	0.0%	44.2%	95.0%	35.3%	55.3%	-3.7%	Dec '25
Mid Value- Pacer Cash Cows	60.17	p	EOD	-1.9%	0.9%	4.1%	7.8%	7.9%	7.9%	0.0%	36.9%	95.6%	36.8%	48.0%	-2.2%	Dec '25
Growth- S&P Momentum	119.32	p	EOD	-1.8%	0.6%	-0.8%	8.2%	26.6%	26.6%	0.0%	117.0%	138.0%	94.3%	138.8%	-3.7%	Oct '25
Invesco S&P Quality	75.05	p	EOD	-1.7%	1.3%	2.1%	5.3%	13.3%	13.3%	0.0%	77.3%	90.6%	48.8%	96.1%	-1.7%	Dec '25
Rotation Factor- BlackRock	60.81	p	EOD	-1.4%	0.6%	2.9%	12.4%	20.0%	20.0%	0.0%	113.0%	112.3%	69.0%	129.0%	-1.4%	Dec '25
US Min Volatility- Fidelity	66.75	p	EOD	-0.9%	-0.5%	1.6%	6.6%	11.8%	11.8%	0.0%	51.0%	67.3%	36.0%	65.9%	-1.3%	Nov '25
Derivative Income- JPMorgan	57.24	p	EOD	-1.3%	0.1%	2.0%	4.1%	7.3%	7.3%	0.0%	32.6%	55.6%	28.6%	46.8%	-1.3%	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	997.48	p	EOD	-86.4%	-86.2%	-86.5%	-86.0%	-85.5%	-85.5%	0.0%	-83.3%	-82.1%	-82.3%	-82.4%	-86.6%	Aug '25
Multistrategy- AQR	999.29	p	EOD	-47.0%	-47.4%	-46.6%	-44.1%	-39.5%	-39.5%	0.0%	-25.4%	-5.3%	-14.6%	-23.6%	-48.0%	Nov '25
Long Short- AQR	997.64	p	EOD	-79.1%	-78.1%	-77.4%	-76.0%	-71.8%	-71.8%	0.0%	-54.4%	-28.8%	-45.9%	-48.4%	-79.2%	Dec '25
Mkt Neutral- BlackRock	1000.69	p	EOD	-54.8%	-53.0%	-52.7%	-50.5%	-46.3%	-46.3%	0.0%	-25.4%	-21.5%	-23.3%	-23.0%	-54.8%	Dec '25
Multi Strategy- Variant	978.44	p	EOD	-46.1%	-45.9%	-45.3%	-44.2%	-42.4%	-42.4%	0.0%	-33.8%	-19.4%	-28.1%	-32.6%	-46.1%	Dec '25
Long Short- First Trust	70.99	p	EOD	-1.1%	-0.4%	1.5%	7.8%	9.1%	9.1%	0.0%	51.6%	71.2%	43.6%	58.8%	-1.1%	Dec '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)	313.00	p	EOD	-0.3%	-0.5%	27.9%	78.3%	66.0%	66.0%	0.0%	257.4%	259.9%	117.5%	223.3%	-3.2%	Nov '25
Meta (Communications)	660.09	p	EOD	-1.1%	3.1%	-7.9%	-8.1%	13.1%	13.1%	0.0%	452.4%	143.3%	96.3%	421.3%	-16.3%	Aug '25
Amazon (Cyclical)	230.82	p	EOD	-0.7%	-1.3%	4.6%	4.7%	5.2%	5.2%	0.0%	174.8%	41.7%	35.5%	104.4%	-9.1%	Nov '25
Tesla (Cyclical)	449.72	p	EOD	-7.4%	4.6%	-2.1%	49.6%	11.4%	11.4%	0.0%	265.1%	91.2%	12.5%	107.0%	-8.2%	Dec '25
Procter & Gamble (Defensive)	143.31	p	EOD	-0.8%	-2.8%	-5.8%	-9.9%	-12.3%	-12.3%	0.0%	2.0%	16.7%	-2.7%	25.1%	-18.1%	Dec '24
PepsiCo (Defensive)	143.52	p	EOD	-0.2%	-3.1%	1.2%	8.2%	-1.8%	-1.8%	0.0%	-12.3%	12.9%	-5.9%	-5.9%	-19.7%	May '23
Coca-Cola (Defensive)	69.91	p	EOD	-0.3%	-2.8%	5.4%	-1.0%	15.6%	15.6%	0.0%	20.3%	48.2%	32.8%	39.7%	-3.7%	Nov '25
Exxon Mobil (Energy)	120.34	p	EOD	0.9%	3.2%	8.4%	12.2%	16.0%	16.0%	0.0%	21.0%	257.2%	118.3%	36.6%	-0.5%	Dec '25
Chevron (Energy)	152.41	p	EOD	1.3%	-0.1%	-0.3%	7.0%	10.1%	10.1%	0.0%	-3.7%	123.2%	50.2%	10.5%	-7.9%	Jan '23
JPMorgan Chase (Financial)	322.22	p	EOD	-2.1%	4.3%	4.2%	12.0%	37.3%	37.3%	0.0%	158.7%	188.7%	121.3%	234.9%	-2.1%	Dec '25
Visa (Financial)	350.71	p	EOD	-1.2%	6.2%	1.0%	-1.0%	11.8%	11.8%	0.0%	72.7%	66.3%	63.2%	101.7%	-5.7%	Jun '25
Mastercard (Financial)	570.88	p	EOD	-1.5%	4.9%	-0.4%	1.4%	9.0%	9.0%	0.0%	67.1%	64.5%	57.5%	105.0%	-4.6%	Aug '25
Bank of America (Financial)	55.00	p	EOD	-2.2%	3.8%	9.1%	15.5%	28.0%	28.0%	0.0%	79.7%	104.8%	31.8%	100.4%	-2.2%	Dec '25
UnitedHealth (Health)	330.11	p	EOD	0.8%	2.8%	-4.6%	2.5%	-33.1%	-33.1%	0.0%	-34.2%	2.1%	-29.7%	-30.0%	-45.7%	Nov '24
Johnson & Johnson (Health)	206.95	p	EOD	-0.4%	0.8%	11.9%	34.6%	47.5%	47.5%	0.0%	28.3%	51.6%	35.6%	40.3%	-3.4%	Dec '25
Eli Lilly (Health)	1074.68	p	EOD	-0.2%	1.6%	30.4%	39.0%	40.2%	40.2%	0.0%	200.8%	570.7%	310.5%	240.0%	-3.2%	Nov '25
Union Pacific (Industrials)	231.32	p	EOD	-1.6%	0.6%	-0.9%	-0.6%	3.9%	3.9%	0.0%	19.9%	24.2%	2.5%	30.0%	-8.7%	Mar '22
Honeywell (Industrials)	195.09	p	EOD	-0.9%	2.6%	-0.9%	-12.3%	-6.4%	-6.4%	0.0%	3.0%	7.8%	9.0%	28.4%	-12.9%	Jul '25
Nvidia (IT)	186.50	p	EOD	-1.1%	3.7%	-0.4%	21.7%	38.9%	38.9%	0.0%	1177.5%	1332.6%	520.4%	1523.8%	-9.9%	Oct '25
Broadcom (IT)	346.10	p	EOD	-1.2%	-10.2%	4.0%	31.2%	50.6%	50.6%	0.0%	547.4%	778.7%	463.3%	747.7%	-16.0%	Dec '25
Adobe (IT)	349.99	p	EOD	-0.8%	8.4%	1.8%	-10.7%	-21.3%	-21.3%	0.0%	4.0%	-30.0%	-38.0%	22.3%	-49.2%	Nov '21
Oracle (IT)	194.91	p	EOD	-1.3%	-3.0%	-32.4%	-10.6%	18.1%	18.1%	0.0%	147.5%	223.0%	134.1%	217.2%	-40.5%	Sep '25
salesforce.com (IT)	264.91	p	EOD	-0.1%	14.0%	12.6%	-2.2%	-20.2%	-20.2%	0.0%	102.2%	20.5%	5.0%	88.4%	-27.4%	Dec '24
Linde PLC (Materials)	426.39	p	EOD	0.4%	5.1%	-8.3%	-9.9%	3.2%	3.2%	0.0%	36.0%	73.4%	33.0%	63.8%	-11.5%	Sep '25
Sherwin-Williams (Materials)	324.03	p	EOD	-0.4%	-5.1%	-4.8%	-8.4%	-3.8%	-3.8%	0.0%	40.3%	38.3%	-0.9%	65.6%	-18.2%	Nov '24
American Tower (Real Estate)	175.57	p	EOD	1.4%	0.6%	-8.3%	-20.3%	-0.9%	-0.9%	0.0%	-8.3%	-9.4%	-30.4%	6.5%	-33.7%	Sep '21
Prologis Inc. (Real Estate)	127.66	p	EOD	-1.2%	-0.2%	10.5%	21.8%	25.1%	25.1%	0.0%	24.5%	47.4%	-12.7%	40.7%	-17.2%	Apr '22
NextEra Energy (Utilities)	80.28	p	EOD	-0.2%	-5.2%	2.7%	11.5%	15.5%	15.5%	0.0%	4.8%	18.2%	-2.4%	21.0%	-7.0%	Nov '25
Duke Energy (Utilities)	117.21	p	EOD	-0.2%	-2.9%	-3.4%	0.3%	12.7%	12.7%	0.0%	28.1%	55.7%	32.5%	55.1%	-8.4%	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	997.47	p	EOD	-81.7%	-81.9%	-81.8%	-81.2%	-80.3%	-80.3%	0.0%	-77.4%	-80.2%	-80.5%	-76.6%	-82.0%	Oct '25
Moderate-60% Stock	65.01	p	EOD	-0.6%	0.9%	2.1%	8.0%	16.4%	16.4%	0.0%	49.2%	39.9%	25.6%	59.5%	-0.7%	Dec '25
Mod Agg-80% Stock	994.71	p	EOD	-92.0%	-92.1%	-92.0%	-91.5%	-90.7%	-90.7%	0.0%	-87.5%	-88.2%	-89.7%	-86.4%	-92.2%	Dec '25
Aggressive-90% Stock	942.99	p	EOD	-85.5%	-85.1%	-84.9%	-83.8%	-82.3%	-82.3%	0.0%	-76.3%	-77.4%	-80.8%	-74.3%	-85.5%	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	87825.64		0.4%	0.2%	1.7%	-26.0%	-16.9%	-6.0%	-6.3%	0.4%	429.0%	202.8%	89.0%	358.4%	-29.6%	Oct '25
Ethereum	2980.62		0.5%	1.2%	6.4%	-31.5%	23.9%	-10.6%	-11.0%	0.5%	148.5%	304.0%	-20.8%	130.2%	-38.3%	Aug '25
BNB	857.61		-0.7%	1.3%	3.7%	-16.4%	32.7%	22.3%	23.1%	-0.7%	248.9%	2194.5%	67.5%	216.5%	-34.5%	Oct '25
Solana	124.24		-0.2%	1.5%	-1.9%	-44.0%	-15.4%	-34.4%	-34.2%	-0.2%	1157.5%	8123.2%	-27.0%	298.7%	-52.6%	Jan '25
Bitcoin ETF	49.65	p	EOD	0.4%	2.4%	-25.6%	-17.0%	-6.4%	-6.4%	0.0%	-	-	-	-	-30.4%	Oct '25
Grayscale Bitcoin (hi fee)	68.36	p	EOD	0.2%	2.2%	-25.9%	-17.6%	-7.6%	-7.6%	0.0%	812.8%	136.5%	120.8%	575.1%	-30.5%	Oct '25
Bloomberg Commodities	19.53	p	EOD	-15.3%	-14.9%	-9.8%	-6.1%	-1.1%	-1.1%	0.0%	-4.9%	38.1%	9.2%	-5.3%	-20.5%	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	4.84	p	EOD	0.9%	2.0%	2.7%	1.3%	1.1%	1.1%	0.0%	21.8%	194.0%	140.1%	24.6%	-5.2%	Oct '23
10yr Treasury rate	4.16	p	EOD	0.7%	1.6%	1.4%	-2.1%	-9.0%	-9.0%	0.0%	7.3%	354.0%	155.7%	6.7%	-16.5%	Oct '23
5yr Treasury rate	3.72	p	EOD	0.1%	1.3%	1.1%	-3.1%	-15.0%	-15.0%	0.0%	-6.9%	931.0%	172.7%	-9.5%	-25.0%	Oct '23
13-week T-bill	3.55	p	EOD	-0.2%	-4.0%	-7.8%	-16.0%	-15.7%	-15.7%	0.0%	-16.7%	5356.9%	6592.5%	0.4%	-33.7%	Oct '23
Crude Oil	57.42	p	EOD	-1.6%	-3.2%	-7.1%	-12.3%	-19.9%	-19.9%	0.0%	-28.5%	18.3%	-24.5%	-34.2%	-53.6%	Mar '22
Gold	4325.60	p	EOD	-3.5%	2.0%	11.8%	29.6%	64.5%	64.5%	0.0%	137.7%	128.5%	140.4%	159.0%	-5.0%	Dec '25
EUR/USD	1.17		0.02%	-0.4%	1.3%	0.1%	-0.5%	12.9%	12.9%	0.0%	10.2%	-4.5%	3.3%	21.0%	-4.8%	Jan '21
USD/JPY	156.75	p	EOD	0.4%	0.5%	6.6%	9.3%	-0.2%	-0.2%	0.0%	17.9%	52.0%	36.1%	6.8%	-3.0%	Jul '24
S&P 500 Volatility Index	14.95	p	EOD	11.0%	-13.3%	-8.2%	-11.2%	-13.8%	-13.8%	0.0%	-31.0%	-34.3%	-9.9%	-55.5%	-71.4%	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	50.84	p	EOD	0.1%	0.5%	1.1%	2.7%	6.1%	6.1%	0.0%	20.5%	17.9%	17.2%	22.4%	New Peak	Dec '25
Interm Muni- JPMorgan	50.50	p	EOD	-0.2%	0.0%	0.9%	3.5%	4.0%	4.0%	0.0%	12.3%	5.6%	4.0%	15.5%	-0.3%	Nov '25
Interm Bond- Janus MSB	45.69	p	EOD	-0.2%	0.6%	1.5%	4.5%	8.8%	8.8%	0.0%	16.2%	2.7%	3.1%	19.9%	-0.2%	Dec '25
Interm Bond- Vanguard	77.88	p	EOD	-0.1%	0.0%	0.8%	3.2%	8.5%	8.5%	0.0%	16.9%	-1.0%	2.1%	20.0%	-1.0%	Dec '20
Multisector Bond- Intrepid	995.58	p	EOD	-52.5%	-52.3%	-52.0%	-50.5%	-48.7%	-48.7%	0.0%	-37.2%	-33.1%	-39.2%	-36.1%	-52.5%	Dec '25
Int’l Bond- JPMorgan	48.70	p	EOD	-0.6%	-0.2%	0.4%	2.3%	7.6%	7.6%	0.0%	21.0%	13.5%	13.1%	27.1%	-0.6%	Dec '25
Long Bond- Vanguard	75.85	p	EOD	-0.7%	-0.7%	-1.0%	2.8%	7.2%	7.2%	0.0%	16.9%	-14.4%	-11.6%	24.8%	-15.2%	Sep '21
Long CA Muni- PIMCO	1000.00	p	EOD	10527.0%	10504.5%	10588.0%	10935.4%	10909.9%	10909.9%	0.0%	12184.8%	11161.2%	10870.7%	12504.8%	New Peak	Dec '25
Long Muni- iShares	57.46	p	EOD	0.1%	0.3%	1.6%	4.9%	3.4%	3.4%	0.0%	11.1%	2.7%	2.0%	13.8%	New Peak	Dec '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