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S&P 500 (Large Cap)

Return

47.1%

[

9.3%

annualized]

Dec 31 2020 - Apr 25 2025

-10.1%

Below
Peak
Feb '25

DJIA (Large Value)

Return

31.1%

[

6.5%

annualized]

Dec 31 2020 - Apr 25 2025

-10.9%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

-0.9%

[

-0.2%

annualized]

Dec 31 2020 - Apr 25 2025

-19.9%

Below
Peak
Nov '21

Performance Range:

As of Apr 25 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)	5525.21	0.7%	4.6%	-3.3%	-9.4%	-4.9%	8.3%	23.3%	-6.1%	32.3%	94.8%	15.2%	54.5%	-10.1%	Feb '25
DJIA (Large Value)	40113.50	0.05%	2.5%	-5.5%	-9.7%	-4.8%	4.9%	12.9%	-5.7%	20.7%	68.7%	9.6%	37.3%	-10.9%	Dec '24
Russell 2000 (Small Cap)	1957.62	0.00%	4.1%	-5.6%	-15.2%	-11.3%	-2.2%	10.0%	-12.2%	3.6%	58.8%	-13.9%	16.0%	-19.9%	Nov '21
NASDAQ Comp (Tech/Growth)	17382.94	1.3%	6.7%	-2.9%	-12.9%	-6.1%	9.1%	28.6%	-10.0%	39.2%	101.3%	9.8%	66.9%	-13.8%	Dec '24
Aggregate Bond	98.60	0.4%	0.7%	0.7%	2.6%	1.9%	7.4%	1.3%	2.7%	4.5%	-3.9%	-3.7%	12.5%	-6.4%	Aug '20
Muni ~7yrs	104.02	0.13%	0.4%	-0.5%	-1.4%	-1.3%	1.0%	1.3%	-1.6%	5.6%	4.8%	-2.5%	7.8%	-3.2%	Dec '24
Corp Bond	107.99	0.5%	1.2%	0.4%	2.0%	1.0%	7.3%	0.9%	2.2%	6.4%	-1.4%	-6.4%	18.6%	-9.2%	Sep '21
High Yield Bond	78.77	0.09%	1.3%	0.1%	0.2%	2.3%	8.5%	7.4%	1.6%	17.3%	30.1%	8.4%	26.9%	-0.8%	Feb '25
Preferred	30.23	0.1%	2.4%	-2.3%	-4.2%	-5.4%	3.4%	7.2%	-2.2%	6.4%	17.1%	-6.3%	15.0%	-7.0%	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	82.62	-0.7%	2.3%	-4.7%	-6.7%	-11.2%	-5.9%	0.1%	-1.3%	4.5%	83.1%	-1.3%	26.7%	-14.5%	Oct '24
Consumer Discretionary/Cyclical	197.60	1.8%	6.6%	-2.8%	-13.9%	-1.1%	13.3%	26.5%	-11.7%	20.7%	83.3%	-3.3%	45.4%	-17.1%	Dec '24
Financial Services	48.02	-0.5%	2.9%	-4.5%	-5.2%	3.8%	19.5%	30.6%	-0.3%	43.6%	142.5%	28.8%	65.7%	-7.7%	Feb '25
Real Estate	87.01	-0.2%	0.2%	-3.4%	-3.1%	-7.3%	13.0%	4.8%	-1.3%	-8.6%	44.8%	-14.0%	26.2%	-14.7%	Dec '21
Communication Services	94.36	0.6%	4.6%	-4.8%	-5.7%	4.4%	19.1%	34.7%	-2.2%	61.8%	103.0%	24.7%	103.3%	-10.1%	Feb '25
Energy	82.39	-0.2%	1.1%	-12.1%	-9.1%	-6.7%	-11.1%	5.6%	-3.1%	24.5%	192.5%	62.1%	12.1%	-13.9%	Nov '24
Industrials	129.01	-0.01%	3.0%	-3.4%	-8.3%	-3.9%	6.7%	17.3%	-1.8%	40.8%	126.6%	29.6%	58.4%	-9.7%	Nov '24
Technology	208.47	1.5%	8.1%	-2.3%	-12.7%	-9.2%	5.1%	21.6%	-10.2%	52.9%	145.3%	22.0%	82.5%	-13.8%	Feb '25
Consumer Staples/Defensive	80.84	-0.3%	-1.3%	1.2%	4.3%	1.0%	9.7%	12.2%	3.4%	11.8%	57.1%	14.1%	27.7%	-2.8%	Feb '25
Healthcare	138.05	0.5%	1.9%	-4.6%	-4.0%	-6.3%	0.2%	2.5%	0.7%	9.6%	48.9%	4.2%	17.9%	-11.1%	Sep '24
Utilities	78.21	-0.3%	0.6%	1.0%	-0.9%	-1.2%	21.8%	23.3%	4.1%	17.7%	56.8%	22.0%	37.6%	-4.2%	Nov '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	116.18	0.6%	4.3%	-1.9%	-4.8%	-1.4%	10.1%	17.4%	-1.1%	33.4%	89.5%	15.3%	56.7%	-6.4%	Feb '25
MSCI Emerging Markets	43.45	-0.2%	3.6%	-2.1%	1.2%	-2.1%	8.1%	6.5%	3.9%	13.7%	36.2%	-4.9%	33.9%	-17.7%	Feb '21
FTSE Europe	72.36	0.4%	3.5%	1.7%	8.1%	7.9%	12.6%	1.9%	14.5%	38.0%	90.0%	16.6%	70.9%	-1.2%	Mar '25
MSCI Japan	70.77	0.7%	4.0%	0.0%	3.3%	6.9%	7.9%	7.0%	5.5%	33.5%	51.8%	11.6%	52.0%	-1.5%	Sep '24
MSCI India	52.85	-1.7%	1.1%	2.8%	4.3%	-2.7%	1.7%	8.6%	0.4%	21.6%	121.2%	14.5%	31.6%	-10.1%	Sep '24
MSCI China	51.91	-0.12%	5.3%	-5.6%	9.5%	6.1%	25.5%	17.7%	10.8%	20.6%	-4.0%	-10.6%	37.3%	-41.7%	Feb '21
International Bond	49.42	-0.06%	0.3%	1.9%	1.7%	2.0%	6.4%	3.6%	1.4%	6.9%	0.8%	0.0%	15.7%	-2.7%	Dec '20
iShares Latin America	24.90	0.6%	6.2%	3.7%	10.9%	2.9%	-4.2%	-23.1%	19.1%	20.4%	102.9%	34.8%	21.0%	-22.1%	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	506.11	0.7%	4.6%	-3.2%	-9.1%	-4.3%	9.8%	25.0%	-5.7%	38.5%	110.0%	21.0%	60.3%	-9.9%	Feb '25
US Large Growth	364.78	1.5%	6.8%	-2.0%	-12.1%	-4.5%	11.7%	33.1%	-9.1%	51.6%	124.0%	21.2%	77.9%	-12.7%	Dec '24
US Large Value	180.43	-0.2%	2.3%	-4.7%	-6.5%	-3.8%	6.2%	14.2%	-2.1%	21.0%	86.5%	14.4%	38.8%	-8.8%	Nov '24

US MidCap Blend	253.73	-0.13%	3.3%	-3.2%	-8.1%	-3.5%	6.9%	14.9%	-3.5%	19.6%	87.5%	5.1%	40.2%	-10.1%	Nov '24
US MidCap Growth	246.11	0.4%	4.9%	-1.7%	-9.5%	-0.3%	9.3%	16.4%	-2.8%	25.8%	78.1%	0.3%	48.1%	-11.0%	Feb '25
US MidCap Value	154.47	-0.5%	2.1%	-4.4%	-6.7%	-6.2%	5.4%	14.0%	-3.9%	14.8%	97.0%	10.8%	33.9%	-11.2%	Nov '24

US Small Blend	214.78	-0.2%	3.7%	-5.6%	-14.4%	-8.5%	0.6%	14.2%	-10.3%	14.2%	85.6%	-0.7%	28.8%	-17.3%	Nov '24
US Small Growth	252.41	0.3%	4.8%	-4.7%	-15.9%	-10.3%	0.6%	15.0%	-12.2%	13.1%	49.5%	-12.8%	23.8%	-22.9%	Feb '21
US Small Value	144.65	-0.2%	3.3%	-6.4%	-13.8%	-11.4%	-2.6%	7.6%	-11.6%	2.1%	86.8%	-8.2%	15.6%	-19.6%	Nov '24

Foreign Large Blend	84.12	0.4%	3.7%	1.3%	6.2%	6.7%	11.3%	3.5%	11.3%	34.7%	76.0%	15.9%	61.2%	-0.9%	Mar '25
Foreign Growth	103.35	0.6%	4.2%	1.5%	0.9%	1.6%	4.9%	1.5%	6.7%	23.3%	47.9%	-2.3%	48.1%	-4.5%	Sep '21
Foreign Value	60.52	0.3%	3.4%	1.2%	11.0%	11.4%	17.7%	5.4%	15.3%	45.9%	104.1%	35.7%	74.1%	-0.3%	Mar '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	23.95	0.10%	1.5%	0.2%	-0.3%	1.7%	5.8%	8.3%	0.2%	21.7%	37.6%	21.3%	26.8%	-0.5%	Feb '25
Ultra Short- Janus AAA CLO	50.50	0.08%	0.4%	0.3%	0.3%	2.2%	5.7%	7.4%	0.9%	17.8%	-	17.7%	19.8%	-0.1%	Apr '25
Bank Loan- Invesco	20.69	-0.10%	1.1%	0.2%	-0.1%	1.9%	6.3%	8.2%	0.4%	20.8%	33.2%	19.3%	25.3%	-0.2%	Feb '25
Interval CEF- Cliffwater	10.61	0%	0.3%	-2.1%	-0.8%	1.8%	7.9%	12.6%	-0.1%	26.1%	52.0%	29.4%	26.0%	-2.2%	Apr '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	42.87	0.9%	4.8%	-3.6%	-11.0%	-6.8%	5.9%	27.9%	-6.3%	52.3%	-	48.4%	63.9%	-11.1%	Jan '25
Int’l Min Volatility- Franklin	31.78	0.6%	2.9%	-3.0%	3.0%	4.7%	12.7%	15.9%	4.5%	44.8%	103.6%	46.7%	57.5%	-3.3%	Mar '25
MidCap 30 - Hennessy (hi fee)	20.58	-0.2%	3.2%	-7.1%	-17.3%	-12.6%	1.4%	34.6%	-13.5%	57.6%	264.3%	56.4%	60.8%	-21.0%	Nov '24
Small Value- Avantis	82.71	-0.4%	2.8%	-7.3%	-16.8%	-12.2%	-6.8%	9.3%	-14.0%	16.1%	167.8%	8.3%	24.3%	-21.6%	Nov '24
Mid Value- Pacer Cash Cows	51.55	-0.3%	2.6%	-6.9%	-11.8%	-9.4%	-5.5%	10.6%	-8.4%	14.3%	138.7%	16.2%	25.7%	-15.3%	Nov '24
Growth- S&P Momentum	94.02	1.3%	6.5%	-1.3%	-7.0%	1.8%	22.7%	45.8%	-0.9%	71.4%	152.6%	52.2%	87.0%	-8.8%	Feb '25
Invesco S&P Quality	65.22	0.4%	3.5%	-2.6%	-5.8%	-1.6%	11.1%	25.4%	-2.4%	46.7%	112.3%	28.2%	69.0%	-8.1%	Feb '25
Rotation Factor- BlackRock	48.21	0.8%	5.0%	-2.9%	-9.0%	-3.8%	12.4%	30.3%	-5.6%	55.9%	121.7%	33.0%	80.1%	-10.0%	Feb '25
US Min Volatility- Fidelity	58.73	0.2%	2.2%	-3.2%	-4.6%	-3.2%	9.5%	16.1%	-2.7%	28.7%	85.5%	18.4%	44.5%	-6.9%	Feb '25
Derivative Income- JPMorgan	54.98	0.3%	2.3%	-3.7%	-5.3%	-3.6%	5.3%	12.6%	-2.7%	20.9%	-	16.6%	33.1%	-6.7%	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	14.87	-0.1%	0.4%	-1.9%	-1.0%	1.9%	4.1%	12.1%	0.1%	22.7%	30.1%	21.7%	21.3%	-2.2%	Feb '25
Multistrategy- AQR	12.88	0.3%	1.0%	-2.1%	2.6%	8.2%	5.6%	13.3%	4.6%	35.0%	-	47.7%	32.0%	-2.4%	Apr '25
Long Short- AQR	17.50	0.7%	2.2%	-0.8%	5.5%	16.9%	22.1%	30.5%	9.2%	86.8%	181.3%	109.9%	100.2%	-1.0%	Mar '25
Mkt Neutral- BlackRock	14.27	0.4%	1.6%	0.8%	4.1%	9.0%	15.8%	21.4%	5.7%	52.0%	54.5%	51.1%	51.6%	-0.3%	Apr '25
Multi Strategy- Variant	26.84	0%	0.1%	0.5%	1.5%	3.6%	3.9%	5.1%	2.1%	20.3%	45.8%	23.7%	19.5%	New Peak	Apr '25
Long Short- First Trust	63.10	0.2%	1.8%	-1.6%	-7.1%	-1.0%	6.5%	18.8%	-3.9%	32.2%	66.6%	26.5%	39.9%	-7.2%	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)	161.96	1.7%	7.1%	-1.9%	-19.0%	-1.8%	-5.4%	36.0%	-14.3%	37.2%	154.9%	12.2%	66.8%	-21.4%	Feb '25
Meta (Communications)	547.27	2.6%	9.1%	-10.4%	-15.4%	-4.4%	23.9%	66.0%	-6.4%	203.9%	189.3%	62.4%	331.3%	-25.6%	Feb '25
Amazon (Cyclical)	188.99	1.3%	9.5%	-6.0%	-19.5%	0.6%	5.2%	44.4%	-13.9%	35.6%	56.8%	10.9%	67.4%	-21.9%	Feb '25
Tesla (Cyclical)	284.95	9.8%	18.1%	4.7%	-29.9%	5.9%	69.3%	62.5%	-29.4%	-2.5%	489.4%	-28.7%	31.2%	-40.6%	Dec '24
Procter & Gamble (Defensive)	161.02	0.9%	-5.0%	-2.7%	-1.3%	-3.1%	2.3%	17.3%	-2.8%	8.7%	53.3%	7.8%	38.7%	-9.3%	Dec '24
PepsiCo (Defensive)	133.38	-1.4%	-6.6%	-10.3%	-9.8%	-21.0%	-21.5%	-7.6%	-11.5%	-15.9%	14.9%	-15.2%	-15.1%	-27.6%	May '23
Coca-Cola (Defensive)	71.91	-0.8%	-1.5%	2.7%	17.0%	9.1%	20.0%	8.9%	16.4%	21.0%	84.6%	33.7%	40.7%	-2.7%	Apr '25
Exxon Mobil (Energy)	108.57	-0.06%	1.5%	-8.2%	0.8%	-7.6%	-4.9%	11.3%	1.8%	46.4%	214.7%	91.7%	20.0%	-11.9%	Oct '24
Chevron (Energy)	138.73	-0.2%	0.6%	-17.4%	-9.9%	-6.0%	-12.8%	1.3%	-3.2%	-0.4%	99.0%	32.1%	-2.8%	-19.0%	Jan '23
JPMorgan Chase (Financial)	243.55	-0.4%	5.0%	-2.4%	-7.5%	10.8%	28.8%	44.3%	2.8%	114.9%	208.6%	65.7%	150.7%	-12.5%	Feb '25
Visa (Financial)	335.17	-0.2%	1.7%	-2.6%	1.7%	19.4%	23.0%	22.3%	6.2%	70.6%	107.6%	55.2%	91.7%	-7.6%	Feb '25
Mastercard (Financial)	533.48	-0.4%	3.1%	-2.7%	0.2%	5.5%	16.0%	24.2%	1.6%	57.9%	112.1%	46.8%	91.1%	-7.3%	Feb '25
Bank of America (Financial)	39.69	0.3%	6.1%	-7.3%	-14.1%	-4.1%	7.5%	33.9%	-9.1%	18.0%	102.6%	-6.4%	42.3%	-16.3%	Feb '25
UnitedHealth (Health)	418.64	-1.3%	-7.8%	-19.2%	-21.0%	-25.2%	-14.1%	-2.4%	-16.9%	-14.8%	54.7%	-12.6%	-13.0%	-32.5%	Nov '24
Johnson & Johnson (Health)	154.58	-0.2%	-1.8%	-4.4%	6.1%	-2.4%	9.2%	-4.8%	7.7%	-8.5%	14.9%	-0.9%	2.5%	-9.2%	Apr '22
Eli Lilly (Health)	884.54	2.9%	5.3%	7.0%	12.8%	-0.6%	21.4%	33.3%	14.8%	221.5%	477.2%	236.0%	178.3%	-7.6%	Aug '24
Union Pacific (Industrials)	213.29	-1.0%	-3.2%	-10.4%	-13.8%	-6.3%	-10.2%	-5.1%	-6.0%	-2.1%	52.4%	-7.2%	17.7%	-17.3%	Mar '22
Honeywell (Industrials)	199.16	-0.8%	1.3%	-6.6%	-9.6%	-3.3%	5.1%	10.0%	-11.4%	13.1%	63.0%	3.2%	21.6%	-15.2%	Dec '24
Apple (IT)	209.28	0.4%	6.2%	-5.5%	-6.0%	-9.4%	24.2%	30.7%	-16.3%	35.6%	204.8%	17.0%	53.3%	-19.1%	Dec '24
Microsoft (IT)	391.85	1.2%	6.5%	0.5%	-11.6%	-8.1%	-2.8%	12.9%	-6.8%	48.8%	134.5%	20.3%	77.3%	-15.7%	Jul '24
Nvidia (IT)	111.01	4.3%	9.4%	-2.4%	-22.2%	-21.6%	26.6%	171.2%	-17.3%	491.8%	1439.0%	269.2%	866.3%	-25.7%	Jan '25
Broadcom (IT)	192.31	2.2%	12.5%	7.3%	-21.2%	11.8%	44.8%	110.5%	-16.8%	266.0%	725.1%	211.1%	368.2%	-22.6%	Dec '24
Adobe (IT)	367.72	1.9%	5.4%	-7.6%	-15.5%	-24.0%	-23.0%	-25.5%	-17.3%	-7.9%	6.9%	-34.8%	28.5%	-46.6%	Nov '21
Oracle (IT)	138.49	0.7%	7.7%	-6.0%	-24.3%	-19.7%	19.5%	60.0%	-16.4%	94.0%	181.3%	65.7%	124.5%	-27.6%	Nov '24
salesforce.com (IT)	267.85	1.2%	8.3%	-4.5%	-19.7%	-7.5%	-1.8%	27.8%	-19.8%	58.6%	75.2%	5.6%	89.6%	-27.0%	Dec '24
Linde PLC (Materials)	448.40	-0.3%	-0.8%	-2.8%	2.4%	-4.7%	2.5%	3.2%	7.5%	53.8%	165.3%	38.4%	70.6%	-7.2%	Oct '24
Sherwin-Williams (Materials)	331.62	-0.8%	-0.5%	-3.7%	-7.7%	-7.3%	9.1%	9.9%	-2.2%	25.6%	105.4%	0.8%	68.4%	-16.9%	Nov '24
American Tower (Real Estate)	210.82	-0.04%	-5.3%	1.2%	14.8%	-3.8%	26.9%	-12.2%	15.9%	-9.0%	-1.3%	-18.6%	24.6%	-22.4%	Sep '21
Prologis Inc. (Real Estate)	102.24	-1.1%	0.1%	-8.0%	-13.3%	-11.5%	1.6%	-18.1%	-2.4%	-32.5%	31.0%	-31.9%	9.8%	-35.4%	Apr '22
NextEra Energy (Utilities)	66.09	-0.4%	-0.3%	-5.2%	-8.5%	-17.6%	3.0%	21.5%	-7.1%	-2.7%	24.4%	-21.4%	-2.6%	-22.9%	Dec '21
Duke Energy (Utilities)	119.85	-0.7%	-1.6%	2.3%	10.1%	4.2%	27.4%	15.6%	12.3%	19.2%	71.3%	32.0%	54.5%	-3.4%	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	15.18	0.3%	1.3%	0.5%	1.0%	1.4%	7.7%	4.7%	1.8%	10.2%	12.0%	0.7%	20.7%	-0.5%	Feb '25
Moderate-60% Stock	57.28	0.4%	2.8%	-1.1%	-1.6%	-0.1%	8.6%	10.7%	0.4%	21.6%	47.9%	8.3%	37.4%	-3.1%	Feb '25
Mod Agg-80% Stock	44.08	0.4%	3.8%	-1.2%	-3.1%	-0.6%	9.1%	13.1%	-0.2%	26.2%	67.0%	10.7%	45.5%	-4.5%	Feb '25
Aggressive-90% Stock	26.06	0.5%	3.8%	-1.9%	-5.1%	-2.1%	6.5%	12.6%	-1.4%	23.7%	72.3%	7.3%	43.3%	-6.3%	Feb '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	94720.21	0.8%	11.4%	9.0%	-7.8%	41.3%	48.6%	121.1%	1.4%	148.5%	1133.4%	103.9%	394.4%	-10.8%	Jan '25
Ethereum	1794.39	1.4%	11.3%	-10.7%	-44.6%	-27.6%	-42.7%	46.1%	-46.2%	-36.1%	809.4%	-52.3%	38.6%	-62.7%	Nov '21
BNB	601.07	-0.11%	1.6%	-2.7%	-9.9%	3.1%	0.6%	124.4%	-14.3%	55.9%	3568.7%	17.4%	121.8%	-19.9%	Dec '24
Solana	150.93	-0.9%	8.0%	9.9%	-37.3%	-11.6%	8.5%	86.5%	-20.3%	57.6%	23649.6%	-11.4%	384.3%	-42.4%	Jan '25
Bitcoin ETF	54.27	1.9%	12.5%	10.3%	-9.1%	42.8%	49.4%	-	2.3%	-	-	-	-	-10.6%	Dec '24
Grayscale Bitcoin (hi fee)	75.34	1.9%	12.3%	10.1%	-9.4%	41.9%	32.8%	113.8%	1.8%	180.1%	781.2%	119.8%	572.1%	-11.1%	Dec '24
Bloomberg Commodities	20.74	-0.3%	0.0%	-2.1%	0.5%	4.7%	4.4%	5.5%	5.0%	-9.9%	89.2%	15.9%	0.5%	-15.6%	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	4.74	-0.6%	-1.5%	1.2%	-2.3%	5.3%	-0.9%	19.1%	-1.0%	65.1%	302.5%	135.0%	22.0%	-68.8%	Oct '81
10yr Treasury rate	4.27	-0.9%	-1.5%	-1.7%	-7.8%	0.8%	-8.6%	18.3%	-6.7%	53.9%	615.8%	162.0%	9.3%	-73.1%	Sep '81
5yr Treasury rate	3.88	-1.1%	-1.5%	-4.9%	-12.3%	-4.1%	-17.2%	14.1%	-11.3%	38.9%	967.0%	184.5%	-5.5%	-76.1%	Sep '81
13-week T-bill	4.19	-0.10%	-0.3%	0.1%	-0.3%	-7.0%	-20.0%	-18.8%	-0.4%	403.4%	4093.0%	7811.3%	18.7%	-75.5%	Dec '80
Crude Oil	63.17	0.6%	-2.3%	-9.3%	-15.3%	-12.0%	-24.7%	0.1%	-11.9%	-37.9%	272.9%	-17.0%	-27.6%	-56.5%	Jul '08
Gold	3330.20	-0.05%	0.6%	10.2%	20.1%	21.5%	42.6%	27.5%	26.7%	75.1%	93.2%	85.1%	99.4%	-2.2%	Apr '25
EUR/USD	1.14	-0.03%	-0.2%	5.4%	8.5%	5.2%	6.0%	-6.0%	9.3%	6.8%	5.0%	0.0%	17.1%	-28.9%	Apr '08
USD/JPY	143.62	0.5%	1.0%	-4.2%	-7.8%	-5.7%	-7.7%	11.0%	-8.5%	12.9%	33.6%	24.7%	-2.1%	-11.1%	Jul '24
S&P 500 Volatility Index	24.84	-6.2%	-16.2%	35.5%	67.3%	22.2%	65.3%	39.4%	43.2%	-25.9%	-30.9%	49.6%	-26.0%	-70.0%	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	50.49	-0.08%	0.2%	0.3%	1.5%	2.6%	7.2%	6.5%	1.9%	16.0%	19.1%	12.6%	17.6%	-0.1%	Apr '25
Interm Muni- JPMorgan	49.36	0.08%	0.3%	-0.7%	-0.8%	-0.6%	1.9%	1.9%	-0.8%	8.2%	7.6%	-0.8%	10.2%	-2.2%	Feb '25
Interm Bond- Janus MSB	44.84	0.5%	0.9%	0.4%	2.7%	2.2%	8.2%	1.5%	2.8%	5.1%	0.4%	-2.6%	13.2%	-3.6%	Aug '21
Interm Bond- Vanguard	76.54	0.4%	0.7%	1.1%	3.4%	2.4%	8.4%	1.6%	3.4%	6.2%	-1.6%	-2.7%	14.3%	-5.7%	Aug '20
Multisector Bond- Intrepid	8.89	0.2%	0.9%	-0.9%	-0.3%	2.0%	8.6%	10.4%	0.6%	19.3%	49.8%	19.2%	25.3%	-1.4%	Feb '25
Int’l Bond- JPMorgan	48.15	0.1%	0.8%	1.2%	2.5%	2.8%	7.7%	3.5%	3.1%	14.2%	21.3%	8.4%	21.8%	New Peak	Apr '25
Long Bond- Vanguard	74.77	0.8%	1.7%	-0.1%	1.1%	-0.9%	6.0%	-1.9%	1.3%	0.0%	-11.1%	-16.4%	18.0%	-19.8%	Sep '21
Long CA Muni- PIMCO	9.17	0.3%	0.2%	-0.9%	-1.1%	-1.2%	2.1%	2.9%	-1.4%	8.5%	9.4%	-1.8%	12.8%	-3.3%	Dec '24
Long Muni- iShares	55.40	0.2%	0.4%	-0.9%	-1.7%	-1.6%	0.6%	1.6%	-2.6%	5.4%	2.2%	-4.0%	7.1%	-4.4%	Aug '21

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BelowPeak Nov '21

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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