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S&P 500 (Large Cap)

Return

59.9%

[

11.1%

annualized]

Dec 31 2020 - Jun 09 2025

-2.3%

Below
Peak
Feb '25

DJIA (Large Value)

Return

39.7%

[

7.8%

annualized]

Dec 31 2020 - Jun 09 2025

-5.0%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

8.6%

[

1.9%

annualized]

Dec 31 2020 - Jun 09 2025

-12.2%

Below
Peak
Nov '21

Performance Range:

As of Jun 09 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)	6005.88	0.09%	0.6%	6.1%	7.0%	-0.5%	12.0%	23.3%	2.1%	54.0%	88.3%	25.2%	67.9%	-2.3%	Feb '25
DJIA (Large Value)	42761.76	0.00%	0.6%	3.7%	2.0%	-3.4%	10.0%	12.9%	0.5%	36.2%	58.4%	16.9%	46.4%	-5.0%	Dec '24
Russell 2000 (Small Cap)	2144.45	0.6%	2.0%	6.0%	6.2%	-10.0%	5.6%	10.0%	-3.8%	19.1%	46.1%	-5.6%	27.1%	-12.2%	Nov '21
NASDAQ Comp (Tech/Growth)	19591.24	0.3%	1.0%	9.3%	12.2%	-0.5%	14.0%	28.6%	1.5%	72.8%	95.5%	23.7%	88.1%	-2.9%	Dec '24
Aggregate Bond	97.40	0.12%	-0.1%	0.0%	-0.5%	0.4%	4.5%	1.0%	2.2%	6.0%	-5.4%	-4.5%	11.5%	-7.3%	Aug '20
Muni ~7yrs	103.47	0.3%	0.2%	-0.5%	-2.1%	-2.9%	0.6%	1.3%	-1.6%	5.5%	1.6%	-2.5%	7.8%	-3.2%	Dec '24
Corp Bond	107.24	0.3%	0.1%	1.0%	-0.2%	-0.5%	5.0%	0.9%	2.3%	9.9%	-4.3%	-6.4%	18.7%	-9.1%	Sep '21
High Yield Bond	79.34	0.05%	0.0%	1.5%	1.7%	2.3%	9.3%	8.0%	3.3%	25.0%	23.3%	10.8%	29.7%	-0.2%	Jun '25
Preferred	30.35	0.3%	0.6%	1.2%	0.0%	-3.4%	2.6%	7.2%	-0.7%	9.8%	12.6%	-4.9%	16.8%	-5.6%	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	88.37	0.7%	0.7%	4.5%	3.3%	-1.9%	0.4%	0.1%	5.5%	15.2%	66.9%	5.6%	35.6%	-8.6%	Oct '24
Consumer Discretionary/Cyclical	213.87	0.8%	-0.7%	5.7%	8.1%	-7.6%	21.1%	26.5%	-4.4%	52.1%	70.1%	4.6%	57.3%	-10.3%	Dec '24
Financial Services	51.00	-0.5%	-0.2%	2.3%	6.6%	3.4%	25.3%	30.6%	5.9%	65.6%	122.3%	36.8%	76.0%	-1.9%	Feb '25
Real Estate	89.99	0.1%	0.8%	0.9%	-0.7%	-2.9%	12.6%	4.8%	2.1%	9.9%	30.9%	-11.1%	30.5%	-11.8%	Dec '21
Communication Services	103.41	-0.3%	1.8%	6.4%	6.1%	3.6%	23.6%	34.7%	7.1%	87.9%	92.5%	36.6%	122.8%	-1.5%	Feb '25
Energy	83.57	0.2%	0.0%	1.4%	-4.4%	-5.9%	-4.8%	5.6%	-1.7%	5.0%	139.5%	64.4%	13.8%	-12.7%	Nov '24
Industrials	144.80	-0.09%	0.7%	6.4%	9.9%	5.0%	19.8%	17.3%	10.2%	67.5%	115.7%	45.4%	77.8%	-0.1%	Jun '25
Technology	239.53	0.5%	1.3%	10.1%	14.7%	1.9%	11.6%	21.6%	3.2%	87.4%	139.9%	40.2%	109.7%	-0.9%	Feb '25
Consumer Staples/Defensive	81.58	-0.1%	-1.5%	0.8%	-0.8%	0.0%	7.9%	12.2%	4.3%	22.9%	54.1%	15.2%	28.9%	-1.9%	Feb '25
Healthcare	134.15	-0.2%	0.8%	1.1%	-8.8%	-6.1%	-7.2%	2.5%	-2.1%	12.2%	41.3%	1.3%	14.6%	-13.6%	Sep '24
Utilities	80.67	-0.6%	-2.1%	0.5%	4.0%	4.9%	17.4%	23.3%	7.3%	24.2%	54.1%	25.9%	41.9%	-2.5%	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	125.92	0.13%	0.9%	5.7%	8.2%	4.0%	14.1%	17.4%	7.2%	52.0%	79.7%	24.9%	69.8%	New Peak	Jun '25
MSCI Emerging Markets	47.32	0.9%	3.0%	5.4%	9.1%	9.3%	14.6%	6.5%	13.2%	22.8%	28.1%	3.5%	45.9%	-10.4%	Feb '21
FTSE Europe	77.65	0%	1.0%	4.8%	9.0%	18.5%	15.4%	1.9%	22.8%	53.6%	74.8%	25.2%	83.4%	New Peak	Jun '25
MSCI Japan	73.93	0.1%	-0.3%	2.7%	7.6%	7.1%	9.1%	7.0%	10.2%	41.3%	40.2%	16.6%	58.8%	-1.5%	Jun '25
MSCI India	55.24	0.6%	2.4%	5.4%	14.2%	0.2%	2.8%	8.6%	4.9%	38.5%	105.3%	19.7%	37.5%	-6.0%	Sep '24
MSCI China	55.52	1.1%	3.3%	4.3%	1.3%	15.0%	29.3%	17.7%	18.5%	11.6%	-6.2%	-4.4%	46.8%	-37.7%	Feb '21
International Bond	49.28	0.2%	0.0%	0.4%	2.3%	0.6%	6.3%	3.6%	1.5%	11.5%	0.2%	0.1%	15.9%	-2.6%	Dec '20
iShares Latin America	25.51	-0.4%	0.1%	0.3%	13.8%	13.4%	6.5%	-23.1%	22.0%	24.3%	49.4%	38.1%	24.0%	-20.2%	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	551.25	0.11%	0.6%	6.3%	7.3%	0.1%	13.4%	25.0%	2.7%	61.1%	102.9%	31.8%	74.6%	-1.9%	Feb '25
US Large Growth	407.89	0.08%	0.8%	8.8%	12.2%	-0.1%	16.2%	33.1%	1.7%	86.2%	118.1%	35.5%	99.0%	-2.4%	Dec '24
US Large Value	190.83	0.04%	0.4%	3.1%	2.5%	-0.6%	10.5%	14.2%	3.5%	33.9%	75.8%	21.0%	46.8%	-3.6%	Nov '24

US MidCap Blend	273.42	-0.2%	0.0%	4.1%	6.7%	-0.7%	13.8%	14.9%	4.0%	38.5%	73.6%	13.3%	51.1%	-3.1%	Nov '24
US MidCap Growth	273.65	-0.3%	0.2%	6.8%	13.2%	2.6%	20.0%	16.4%	8.0%	53.5%	69.3%	11.5%	64.6%	-1.0%	Feb '25
US MidCap Value	162.46	-0.06%	-0.1%	2.0%	1.7%	-3.1%	9.7%	14.0%	1.1%	27.4%	79.4%	16.5%	40.9%	-6.6%	Nov '24

US Small Blend	233.71	0.4%	1.2%	4.6%	5.4%	-7.5%	8.5%	14.2%	-2.3%	31.4%	67.4%	8.0%	40.2%	-10.0%	Nov '24
US Small Growth	281.89	0.5%	2.0%	7.7%	9.6%	-8.0%	8.8%	15.0%	-1.9%	36.0%	40.4%	-2.6%	38.3%	-13.9%	Feb '21
US Small Value	155.89	0.8%	1.9%	4.5%	3.2%	-11.1%	4.5%	7.6%	-4.7%	12.7%	68.0%	-1.1%	24.6%	-13.3%	Nov '24

Foreign Large Blend	89.73	-0.01%	0.7%	4.4%	8.8%	14.7%	14.0%	3.5%	18.7%	48.1%	62.8%	23.7%	72.0%	New Peak	Jun '25
Foreign Growth	111.25	0%	0.9%	4.9%	9.1%	9.9%	7.3%	1.5%	14.9%	40.0%	41.0%	5.2%	59.4%	New Peak	Jun '25
Foreign Value	64.13	-0.02%	0.7%	3.9%	8.7%	19.0%	20.9%	5.4%	22.2%	55.9%	83.4%	43.8%	84.5%	-0.2%	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	24.11	0.10%	0.0%	1.3%	1.9%	2.4%	6.3%	8.3%	2.1%	27.4%	34.6%	23.6%	29.2%	New Peak	Jun '25
Ultra Short- Janus AAA CLO	50.60	0.04%	0.1%	0.7%	1.4%	2.4%	5.9%	7.4%	2.0%	20.4%	-	19.0%	21.1%	New Peak	Jun '25
Bank Loan- Invesco	20.92	0%	0.2%	1.0%	2.3%	2.6%	7.0%	8.2%	2.4%	26.7%	29.5%	21.6%	27.7%	New Peak	Jun '25
Interval CEF- Cliffwater	10.76	0.09%	0.1%	0.9%	2.1%	4.5%	10.4%	12.6%	3.9%	30.8%	56.5%	34.5%	31.1%	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	-0.2%	0.9%	6.6%	9.2%	0.2%	10.8%	27.9%	3.1%	69.7%	141.4%	63.3%	80.4%	-2.2%	Jan '25
Int’l Min Volatility- Franklin	32.64	-0.4%	-0.1%	2.4%	2.9%	8.3%	14.8%	15.9%	9.2%	50.4%	93.2%	53.2%	64.5%	-0.4%	Jun '25
MidCap 30 - Hennessy (hi fee)	22.82	0.4%	1.6%	5.8%	4.9%	-10.4%	6.8%	34.6%	-4.1%	67.2%	208.5%	73.4%	78.3%	-12.4%	Nov '24
Small Value- Avantis	90.41	0.7%	1.2%	4.5%	4.7%	-11.5%	2.3%	9.3%	-6.0%	25.3%	126.6%	18.4%	35.9%	-14.3%	Nov '24
Mid Value- Pacer Cash Cows	54.72	0.4%	1.2%	4.5%	-1.7%	-7.2%	1.8%	10.6%	-2.4%	22.0%	113.2%	23.7%	33.8%	-9.8%	Nov '24
Growth- S&P Momentum	106.90	-0.02%	-0.3%	8.5%	16.3%	11.4%	27.3%	45.8%	12.7%	104.2%	153.8%	73.1%	112.6%	-0.3%	Jun '25
Invesco S&P Quality	70.98	-0.6%	0.1%	5.6%	6.1%	3.9%	14.3%	25.4%	6.2%	69.1%	108.4%	39.6%	83.9%	-0.6%	Jun '25
Rotation Factor- BlackRock	52.74	-0.11%	0.4%	6.2%	8.8%	0.4%	15.9%	30.3%	3.3%	81.0%	113.8%	45.4%	97.1%	-1.5%	Feb '25
US Min Volatility- Fidelity	61.70	-0.2%	0.3%	3.5%	1.1%	-0.9%	11.1%	16.1%	2.2%	43.0%	74.4%	24.4%	51.8%	-2.2%	Feb '25
Derivative Income- JPMorgan	56.02	-0.02%	0.5%	1.6%	0.1%	-1.9%	7.3%	12.6%	1.0%	31.1%	69.8%	21.1%	38.2%	-3.2%	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	15.42	0%	0.3%	2.0%	2.3%	3.6%	9.1%	12.1%	3.8%	27.5%	31.3%	26.2%	25.8%	New Peak	Jun '25
Multistrategy- AQR	13.22	-0.08%	-0.2%	1.9%	2.9%	7.6%	8.2%	13.3%	7.4%	32.2%	77.3%	51.6%	35.5%	-0.2%	Jun '25
Long Short- AQR	18.56	-0.4%	-0.4%	4.3%	10.1%	16.5%	25.4%	30.5%	15.9%	86.5%	192.7%	122.6%	112.3%	-0.4%	Jun '25
Mkt Neutral- BlackRock	14.67	-0.6%	-0.5%	0.8%	5.9%	7.7%	14.9%	21.4%	8.7%	57.9%	53.5%	55.3%	55.8%	-0.7%	Jun '25
Multi Strategy- Variant	26.97	-0.04%	0.0%	0.2%	1.3%	3.1%	7.6%	5.1%	2.6%	19.9%	44.7%	24.3%	20.0%	New Peak	Jun '25
Long Short- First Trust	65.77	-0.3%	-0.4%	3.2%	2.8%	-0.8%	8.3%	18.8%	0.2%	38.1%	65.5%	31.9%	45.8%	-3.3%	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)	176.09	1.5%	6.1%	15.4%	6.3%	-4.7%	1.1%	36.0%	-6.8%	59.4%	141.9%	22.2%	81.6%	-14.5%	Feb '25
Meta (Communications)	694.06	-0.5%	4.1%	17.1%	16.2%	12.3%	38.6%	66.0%	18.6%	297.2%	194.6%	106.0%	446.9%	-5.7%	Feb '25
Amazon (Cyclical)	216.98	1.6%	5.5%	12.4%	11.5%	-3.6%	16.0%	44.4%	-1.1%	97.9%	63.9%	27.3%	92.2%	-10.4%	Feb '25
Tesla (Cyclical)	308.58	4.6%	-10.4%	3.5%	38.9%	-23.0%	77.6%	62.5%	-23.6%	32.9%	351.6%	-22.8%	42.0%	-35.7%	Dec '24
Procter & Gamble (Defensive)	162.56	-0.9%	-2.6%	3.1%	-7.2%	-4.5%	-0.5%	17.3%	-1.8%	23.5%	54.2%	8.8%	40.0%	-8.4%	Dec '24
PepsiCo (Defensive)	129.96	-0.05%	-0.4%	0.7%	-15.9%	-17.1%	-18.8%	-7.6%	-12.8%	-12.3%	12.5%	-16.5%	-16.4%	-28.7%	May '23
Coca-Cola (Defensive)	71.77	0.6%	0.9%	1.8%	1.2%	14.9%	16.2%	8.9%	16.1%	27.9%	72.1%	33.4%	40.4%	-2.9%	Apr '25
Exxon Mobil (Energy)	104.97	0.7%	1.1%	-1.3%	-5.2%	-5.1%	-3.9%	11.3%	-0.6%	15.8%	160.1%	87.0%	17.1%	-14.0%	Oct '24
Chevron (Energy)	140.76	0.4%	0.9%	2.9%	-9.6%	-8.2%	-6.1%	1.3%	-0.5%	-9.5%	79.6%	35.7%	-0.2%	-16.8%	Jan '23
JPMorgan Chase (Financial)	266.74	0.4%	0.2%	5.4%	15.6%	11.1%	36.7%	44.3%	12.5%	142.2%	189.0%	81.5%	174.5%	-4.1%	Feb '25
Visa (Financial)	366.66	-1.0%	0.2%	4.2%	7.6%	17.8%	34.3%	22.3%	16.4%	88.0%	89.5%	70.0%	110.1%	-1.0%	Jun '25
Mastercard (Financial)	584.33	-1.0%	0.4%	2.8%	9.0%	10.8%	30.8%	24.2%	11.3%	77.7%	91.9%	60.8%	109.3%	-1.0%	Jun '25
Bank of America (Financial)	44.87	-0.2%	1.1%	8.0%	13.3%	-0.7%	15.9%	33.9%	3.3%	46.6%	90.8%	6.4%	61.8%	-4.9%	Feb '25
UnitedHealth (Health)	303.19	-0.01%	0.7%	-20.3%	-36.9%	-46.1%	-37.8%	-2.4%	-39.8%	-34.6%	6.7%	-36.7%	-37.0%	-51.1%	Nov '24
Johnson & Johnson (Health)	155.23	0.13%	0.5%	1.5%	-6.6%	5.8%	8.9%	-4.8%	9.1%	-1.5%	21.0%	0.4%	3.8%	-8.0%	Apr '22
Eli Lilly (Health)	773.71	0.5%	3.1%	5.5%	-6.6%	-2.9%	-9.9%	33.3%	0.6%	167.4%	443.4%	194.5%	143.9%	-19.0%	Aug '24
Union Pacific (Industrials)	224.14	0.3%	1.1%	4.2%	-9.2%	-4.4%	0.1%	-5.1%	-0.6%	13.9%	42.6%	-1.9%	24.4%	-12.6%	Mar '22
Honeywell (Industrials)	227.13	-0.7%	0.2%	7.2%	6.8%	0.2%	10.0%	10.0%	1.6%	29.9%	63.1%	18.3%	39.3%	-2.7%	Dec '24
Apple (IT)	201.45	-1.2%	-0.9%	1.6%	-11.3%	-18.5%	4.8%	30.7%	-19.4%	49.3%	134.9%	12.8%	47.8%	-22.0%	Dec '24
Microsoft (IT)	472.75	0.5%	2.1%	8.0%	24.6%	7.0%	11.3%	12.9%	12.6%	91.6%	150.7%	45.4%	114.3%	New Peak	Jun '25
Nvidia (IT)	142.63	0.6%	1.0%	22.3%	33.3%	5.6%	17.1%	171.2%	6.2%	741.4%	1427.6%	374.4%	1141.6%	-4.5%	Jan '25
Broadcom (IT)	244.28	-1.1%	-4.9%	17.3%	32.8%	43.0%	71.7%	110.5%	5.7%	381.1%	781.0%	295.2%	494.8%	-6.4%	Jun '25
Adobe (IT)	416.26	-0.2%	0.9%	8.6%	-4.3%	-23.9%	-9.5%	-25.5%	-6.4%	5.7%	2.3%	-26.2%	45.5%	-39.5%	Nov '21
Oracle (IT)	177.15	1.8%	4.7%	17.8%	19.5%	0.3%	43.9%	60.0%	7.0%	175.4%	252.5%	112.0%	187.1%	-7.4%	Nov '24
salesforce.com (IT)	272.25	-0.8%	2.9%	-1.2%	-0.1%	-21.7%	13.2%	27.8%	-18.4%	53.7%	50.6%	7.3%	92.7%	-25.8%	Dec '24
Linde PLC (Materials)	472.17	-0.11%	0.4%	4.6%	2.9%	6.8%	10.7%	3.2%	13.5%	58.1%	137.3%	46.2%	80.2%	-2.0%	Oct '24
Sherwin-Williams (Materials)	357.95	0.1%	0.1%	2.0%	0.3%	-3.3%	23.1%	9.9%	5.8%	48.7%	93.1%	9.0%	82.1%	-10.1%	Nov '24
American Tower (Real Estate)	212.83	0.1%	-0.3%	-3.2%	0.7%	8.5%	12.9%	-12.2%	17.0%	-6.7%	-8.2%	-17.8%	25.7%	-21.7%	Sep '21
Prologis Inc. (Real Estate)	108.93	0.13%	-0.1%	1.9%	-6.8%	-2.0%	1.3%	-18.1%	4.0%	1.5%	28.9%	-27.4%	17.0%	-31.2%	Apr '22
NextEra Energy (Utilities)	71.90	-0.4%	1.3%	3.1%	-4.8%	-1.4%	-3.8%	21.5%	1.9%	2.9%	26.7%	-13.8%	6.8%	-15.4%	Dec '21
Duke Energy (Utilities)	115.47	0.2%	-1.1%	-3.2%	-1.7%	5.8%	16.9%	15.6%	9.2%	20.9%	56.4%	28.3%	50.2%	-6.1%	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	15.40	0.2%	0.2%	1.2%	2.0%	1.4%	7.1%	4.7%	3.2%	15.5%	9.8%	2.2%	22.5%	-0.2%	Jun '25
Moderate-60% Stock	60.20	0.2%	0.6%	3.6%	4.8%	3.0%	10.6%	10.7%	5.5%	32.7%	42.7%	13.8%	44.5%	New Peak	Jun '25
Mod Agg-80% Stock	47.08	0.2%	0.8%	4.7%	6.9%	3.6%	12.4%	13.1%	6.6%	41.0%	59.3%	18.2%	55.4%	New Peak	Jun '25
Aggressive-90% Stock	28.12	0.2%	1.1%	5.3%	7.9%	2.6%	11.3%	12.6%	6.4%	41.0%	64.2%	15.8%	54.6%	New Peak	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	109502.82	3.5%	3.9%	4.6%	39.4%	13.3%	57.5%	121.1%	17.2%	276.5%	1009.4%	135.7%	471.6%	-1.9%	May '25
Ethereum	2689.05	7.1%	3.7%	4.1%	44.5%	-26.0%	-26.7%	46.1%	-19.3%	61.5%	986.7%	-28.5%	107.7%	-44.1%	Nov '21
BNB	664.19	1.8%	0.4%	0.1%	24.8%	-1.9%	6.4%	124.4%	-5.2%	132.2%	3714.9%	29.7%	145.1%	-11.5%	Dec '24
Solana	159.10	4.4%	2.4%	-10.4%	34.5%	-25.6%	0.1%	86.5%	-15.9%	329.0%	24571.6%	-6.6%	410.5%	-39.2%	Jan '25
Bitcoin ETF	61.77	4.2%	2.3%	5.3%	37.5%	12.5%	56.0%	-	16.4%	-	-	-	-	-2.3%	May '25
Grayscale Bitcoin (hi fee)	85.67	4.2%	2.2%	5.2%	37.2%	11.9%	38.8%	113.8%	15.7%	358.6%	596.8%	150.0%	664.2%	-2.3%	May '25
Bloomberg Commodities	20.95	-0.10%	0.9%	0.8%	0.0%	6.5%	5.1%	5.5%	6.1%	-13.7%	77.9%	17.1%	1.5%	-14.7%	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	4.95	-0.2%	-0.6%	2.5%	9.1%	12.4%	7.8%	19.1%	3.5%	55.0%	225.9%	145.7%	27.5%	-67.4%	Oct '81
10yr Treasury rate	4.48	-0.6%	0.5%	2.4%	6.4%	6.2%	0.3%	18.3%	-2.0%	42.0%	499.2%	175.3%	14.9%	-71.7%	Sep '81
5yr Treasury rate	4.09	-1.0%	1.4%	2.5%	2.8%	-0.3%	-8.9%	14.1%	-6.7%	25.7%	1112.5%	199.3%	-0.6%	-74.9%	Sep '81
13-week T-bill	4.24	0.2%	0.1%	0.6%	1.3%	-1.1%	-19.0%	-18.8%	0.8%	229.2%	2469.7%	7900.0%	20.0%	-75.3%	Dec '80
Crude Oil	65.40	0.2%	3.1%	7.2%	-1.0%	-4.7%	-15.9%	0.1%	-8.8%	-45.8%	65.2%	-14.0%	-25.1%	-55.0%	Jul '08
Gold	3325.00	-0.2%	-0.8%	-0.3%	15.0%	23.3%	44.1%	27.5%	26.5%	77.7%	94.1%	84.8%	99.1%	-2.5%	May '25
EUR/USD	1.14	-0.3%	0.1%	1.3%	5.0%	8.0%	5.9%	-6.0%	9.5%	7.4%	0.3%	0.2%	17.4%	-28.7%	Apr '08
USD/JPY	144.91	0.2%	0.7%	-0.3%	-1.8%	-4.3%	-7.7%	11.0%	-7.7%	7.8%	35.5%	25.9%	-1.2%	-10.3%	Jul '24
S&P 500 Volatility Index	17.16	2.3%	-3.0%	-21.6%	-38.4%	21.0%	34.7%	39.4%	-1.1%	-38.2%	-37.8%	3.4%	-48.9%	-79.2%	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	50.42	0.04%	0.0%	0.5%	0.9%	2.5%	6.5%	6.5%	2.5%	17.4%	17.2%	13.3%	18.3%	-0.3%	May '25
Interm Muni- JPMorgan	49.29	0.2%	0.1%	-0.1%	-1.4%	-1.5%	1.7%	1.9%	-0.3%	7.7%	5.0%	-0.3%	10.7%	-1.8%	Feb '25
Interm Bond- Janus MSB	44.10	0.2%	-0.1%	-0.4%	-1.1%	0.1%	5.0%	1.5%	2.0%	5.8%	-2.8%	-3.4%	12.3%	-4.4%	Aug '21
Interm Bond- Vanguard	75.76	0.12%	-0.2%	0.1%	0.3%	1.3%	6.0%	1.6%	3.1%	8.6%	-3.8%	-3.0%	13.9%	-6.0%	Aug '20
Multisector Bond- Intrepid	8.93	0%	0.1%	1.7%	0.8%	2.2%	8.6%	10.4%	2.3%	22.7%	47.4%	21.3%	27.5%	New Peak	Jun '25
Int’l Bond- JPMorgan	48.10	0.02%	0.1%	0.7%	2.0%	2.5%	7.5%	3.5%	3.8%	18.0%	17.2%	9.2%	22.6%	-0.3%	Jun '25
Long Bond- Vanguard	73.75	0.3%	0.4%	1.3%	-1.9%	-3.6%	2.5%	-1.9%	0.9%	4.3%	-13.5%	-16.7%	17.5%	-20.1%	Sep '21
Long CA Muni- PIMCO	9.13	0.11%	0.2%	-0.5%	-2.2%	-2.8%	0.8%	2.9%	-1.2%	9.3%	6.0%	-1.6%	13.1%	-3.1%	Dec '24
Long Muni- iShares	55.36	0.3%	0.1%	-0.5%	-2.1%	-3.0%	0.5%	1.6%	-2.1%	5.4%	-0.8%	-3.6%	7.6%	-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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Dec '24

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