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S&P 500

Return

76.2%

[

12.3%

annualized]

Dec 31 2020 - Nov 18 2025

-4.0%

Below
Peak
Oct '25

DJIA (Large Value)

Return

50.6%

[

8.7%

annualized]

Dec 31 2020 - Nov 18 2025

-4.5%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

18.9%

[

3.6%

annualized]

Dec 31 2020 - Nov 18 2025

-6.8%

Below
Peak
Oct '25

Performance Range:

As of Nov 18 11:01 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	6617.32	-0.8%	-3.4%	-0.7%	3.2%	11.0%	11.8%	23.3%	12.5%	66.9%	84.7%	38.0%	85.0%	-4.0%	Oct '25
DJIA (Large Value)	46091.74	-1.1%	-4.5%	-0.2%	2.6%	7.7%	6.5%	12.9%	8.3%	36.6%	56.3%	26.0%	57.8%	-4.5%	Nov '25
Russell 2000 (Small Cap)	2348.74	0.3%	-4.2%	-4.2%	3.2%	11.6%	1.0%	10.0%	5.3%	27.0%	31.6%	3.4%	39.2%	-6.8%	Oct '25
NASDAQ Comp (Tech/Growth)	22432.85	-1.2%	-4.2%	-1.1%	5.2%	16.7%	18.1%	28.6%	16.2%	101.3%	88.4%	41.7%	115.3%	-6.4%	Oct '25
Aggregate Bond	100.08	0.06%	-0.3%	-0.5%	2.1%	4.5%	6.3%	1.3%	6.7%	14.7%	-2.1%	0.0%	16.8%	-2.4%	-
Corp Bond	110.37	0.05%	-0.7%	-1.3%	1.7%	5.4%	6.2%	0.9%	7.2%	18.7%	-4.0%	-1.8%	24.5%	-4.7%	Sep '21
High Yield Bond	80.11	0.02%	-0.5%	-0.2%	1.1%	3.9%	6.8%	8.0%	6.9%	28.9%	21.6%	14.6%	34.2%	-0.9%	Oct '25
Preferred	30.62	-0.07%	-1.6%	-2.0%	-1.2%	3.5%	0.6%	7.2%	2.9%	18.0%	8.8%	-0.7%	21.9%	-3.7%	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	85.52	0.08%	-3.0%	-2.7%	-4.6%	-1.0%	-4.9%	0.1%	3.1%	13.5%	35.3%	3.2%	32.5%	-10.7%	Oct '24
Consumer Discretionary/Cyclical	224.50	-1.8%	-5.6%	-4.2%	-2.2%	3.8%	5.0%	26.5%	0.7%	63.5%	51.3%	10.2%	65.8%	-7.3%	Nov '25
Financial Services	51.37	-0.2%	-4.3%	-1.6%	-2.0%	0.2%	4.9%	30.6%	7.4%	52.8%	104.6%	38.7%	78.5%	-5.1%	Sep '25
Real Estate	89.21	0.4%	-1.4%	-2.1%	-0.4%	0.7%	-2.3%	4.8%	3.1%	18.3%	27.1%	-10.1%	31.9%	-10.8%	Dec '21
Communication Services	111.81	0.6%	-1.5%	-2.7%	1.8%	10.4%	16.9%	34.7%	16.5%	133.0%	83.1%	48.6%	142.3%	-6.0%	Sep '25
Energy	91.06	0.8%	0.9%	5.9%	7.9%	9.7%	-1.4%	5.6%	8.9%	10.2%	207.0%	82.1%	26.0%	-3.3%	Nov '24
Industrials	149.85	-0.4%	-2.9%	-1.2%	-0.6%	4.6%	9.6%	17.3%	14.9%	58.0%	85.1%	51.6%	85.3%	-3.8%	Oct '25
Technology	279.03	-1.6%	-5.1%	-2.1%	6.8%	19.3%	21.4%	21.6%	20.6%	116.2%	139.3%	63.8%	145.0%	-8.3%	Oct '25
Consumer Staples/Defensive	77.10	0.4%	-0.3%	-3.3%	-6.2%	-5.0%	-1.8%	12.2%	0.0%	11.8%	31.4%	10.3%	23.5%	-6.7%	Aug '25
Healthcare	152.59	0.6%	-0.2%	6.5%	12.1%	14.6%	10.0%	2.5%	12.4%	19.2%	51.5%	16.3%	31.5%	-0.9%	Sep '24
Utilities	89.22	-0.4%	-0.8%	-2.6%	4.3%	9.6%	14.2%	23.3%	20.3%	42.2%	63.7%	41.1%	59.1%	-4.0%	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	137.39	-0.9%	-3.5%	-0.9%	3.5%	11.3%	16.8%	17.4%	17.8%	66.5%	73.1%	37.4%	86.7%	-3.6%	Oct '25
MSCI Emerging Markets	54.04	-0.5%	-2.8%	-0.3%	8.5%	17.7%	27.8%	6.5%	30.5%	53.2%	24.0%	19.4%	68.2%	-3.5%	Oct '25
FTSE Europe	79.29	-1.0%	-3.6%	-1.9%	0.7%	5.8%	26.4%	1.9%	27.6%	58.3%	62.4%	30.0%	90.5%	-3.6%	Nov '25
MSCI Japan	80.78	-2.0%	-4.2%	-1.5%	0.9%	12.2%	22.0%	7.0%	21.4%	57.2%	37.8%	28.4%	74.9%	-4.2%	Nov '25
MSCI India	54.61	-0.07%	0.1%	0.3%	1.8%	-0.3%	2.7%	8.6%	3.7%	28.4%	61.0%	18.3%	35.9%	-7.1%	Sep '24
MSCI China	62.42	-0.6%	-3.3%	-1.4%	4.7%	15.2%	34.7%	17.7%	34.5%	53.7%	-13.7%	8.5%	66.7%	-29.3%	Feb '21
International Bond	49.50	0%	-0.4%	-0.4%	1.2%	2.1%	3.5%	3.6%	3.1%	14.2%	-0.5%	1.6%	17.7%	-1.1%	Dec '20
iShares Latin America	30.15	-0.03%	-2.0%	6.8%	17.2%	18.6%	33.1%	-23.1%	47.6%	52.0%	63.7%	67.0%	50.0%	-3.1%	Nov '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	607.00	-0.8%	-3.4%	-0.6%	3.5%	11.7%	13.3%	25.0%	13.7%	74.1%	98.6%	46.0%	93.4%	-3.9%	Oct '25
US Large Growth	460.86	-1.2%	-4.0%	-1.3%	4.1%	15.0%	17.6%	33.1%	15.1%	108.0%	109.7%	53.4%	125.2%	-6.3%	Oct '25
US Large Value	202.33	-0.12%	-2.7%	-0.3%	2.2%	6.7%	6.6%	14.2%	10.7%	38.8%	70.4%	29.4%	57.1%	-2.7%	Nov '25

US MidCap Blend	282.68	-0.01%	-3.2%	-2.2%	-1.1%	3.8%	4.6%	15.3%	8.3%	41.4%	55.7%	18.4%	57.9%	-4.6%	Oct '25
US MidCap Growth	274.56	-0.2%	-4.2%	-5.0%	-3.6%	1.3%	5.9%	16.4%	8.7%	50.8%	43.8%	12.2%	65.7%	-7.9%	Oct '25
US MidCap Value	171.59	0.2%	-2.5%	-0.1%	0.9%	5.7%	3.2%	14.0%	7.9%	32.8%	67.1%	24.3%	50.3%	-2.5%	Nov '25

US Small Blend	245.55	0.2%	-4.1%	-3.0%	0.0%	5.7%	0.2%	14.2%	3.3%	34.8%	47.7%	14.3%	48.3%	-5.6%	Oct '25
US Small Growth	306.96	0.12%	-4.9%	-5.3%	3.6%	12.3%	3.5%	15.0%	7.1%	39.3%	24.4%	6.3%	50.9%	-8.4%	Oct '25
US Small Value	171.70	0.5%	-3.4%	-2.7%	3.2%	12.3%	1.0%	7.6%	5.9%	24.5%	55.4%	9.9%	38.5%	-5.4%	Oct '25

Foreign Large Blend	92.80	-1.3%	-3.9%	-1.8%	0.8%	7.2%	23.6%	3.5%	24.9%	54.7%	53.3%	30.1%	80.9%	-3.9%	Nov '25
Foreign Growth	111.44	-1.5%	-4.5%	-4.1%	-0.6%	3.3%	15.1%	1.5%	16.2%	38.1%	25.0%	6.4%	61.2%	-5.2%	Oct '25
Foreign Value	68.48	-1.1%	-3.5%	0.6%	1.8%	11.1%	31.6%	5.4%	33.4%	72.2%	84.0%	56.9%	101.3%	-3.5%	Nov '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	23.71	-0.04%	-0.2%	0.7%	0.0%	1.7%	4.3%	8.3%	3.4%	28.6%	32.9%	25.1%	30.9%	-0.8%	Sep '25
Ultra Short- Janus AAA CLO	50.63	-0.04%	0.0%	0.5%	1.2%	2.8%	5.2%	7.4%	4.4%	22.2%	23.8%	21.7%	23.9%	New Peak	Nov '25
Bank Loan- Invesco	20.92	-0.1%	-0.2%	0.9%	1.5%	3.4%	5.9%	8.2%	5.3%	27.9%	30.6%	25.1%	31.4%	-0.2%	Nov '25
Interval CEF- Cliffwater	10.61	0.09%	0.2%	0.8%	2.0%	4.3%	9.2%	12.6%	7.8%	34.7%	55.8%	39.5%	36.0%	New Peak	Nov '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	51.20	-0.9%	-3.5%	-1.1%	1.8%	10.5%	10.7%	27.9%	12.4%	76.9%	136.1%	78.1%	96.8%	-4.9%	Oct '25
Int’l Min Volatility- Franklin	36.29	-0.5%	-1.4%	3.1%	5.6%	12.6%	23.1%	15.9%	22.5%	66.8%	108.7%	72.0%	84.6%	-1.4%	Nov '25
MidCap 30 - Hennessy (hi fee)	23.45	0.4%	-4.8%	-1.3%	-1.8%	4.5%	14.9%	62.3%	-1.5%	179.2%	313.5%	203.2%	211.6%	-9.0%	Dec '24
Small Value- Avantis	95.63	0.5%	-3.6%	-1.5%	0.8%	7.1%	-3.6%	9.3%	0.4%	28.3%	97.5%	26.4%	45.1%	-8.5%	Nov '24
Mid Value- Pacer Cash Cows	58.18	0.6%	-1.4%	2.6%	2.6%	6.9%	0.6%	10.6%	4.3%	28.1%	104.5%	32.3%	43.1%	-3.6%	Nov '24
Growth- S&P Momentum	115.84	-0.5%	-3.7%	-3.8%	0.3%	10.5%	23.3%	45.8%	22.6%	107.7%	141.9%	88.2%	131.3%	-6.7%	Oct '25
Invesco S&P Quality	72.26	-0.5%	-2.9%	-1.7%	0.2%	2.7%	8.8%	25.4%	8.7%	66.2%	92.0%	42.9%	88.3%	-3.7%	Oct '25
Rotation Factor- BlackRock	58.93	-1.0%	-3.4%	0.2%	4.3%	13.2%	15.1%	30.3%	16.0%	100.0%	116.2%	63.4%	121.4%	-3.8%	Oct '25
US Min Volatility- Fidelity	65.38	-0.5%	-1.9%	0.2%	2.0%	6.8%	8.3%	16.1%	9.1%	45.4%	69.1%	32.8%	62.0%	-2.0%	Nov '25
Derivative Income- JPMorgan	56.29	-0.2%	-1.7%	-0.4%	0.8%	4.3%	2.9%	12.6%	4.8%	29.8%	56.2%	25.6%	43.4%	-1.7%	Nov '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	15.74	0.3%	0.9%	-0.2%	-1.6%	3.0%	6.8%	12.1%	6.0%	32.1%	35.2%	33.6%	33.2%	-2.1%	Aug '25
Multistrategy- AQR	14.15	-0.2%	-1.2%	2.0%	5.4%	7.9%	16.9%	13.3%	14.9%	43.9%	90.1%	62.8%	45.5%	-1.2%	Nov '25
Long Short- AQR	20.36	-0.1%	-0.9%	3.1%	6.6%	11.5%	29.3%	30.5%	27.1%	124.9%	248.7%	154.2%	142.5%	-0.9%	Nov '25
Mkt Neutral- BlackRock	14.65	-0.07%	0.5%	2.3%	4.1%	5.5%	16.2%	21.4%	14.5%	61.6%	70.4%	63.6%	64.2%	-1.0%	Sep '25
Multi Strategy- Variant	26.67	0%	0.1%	0.5%	2.0%	3.6%	7.1%	5.1%	6.1%	23.2%	46.3%	28.6%	24.2%	New Peak	Nov '25
Long Short- First Trust	70.14	-0.6%	-2.5%	1.2%	4.5%	7.5%	8.5%	18.8%	7.5%	47.8%	72.8%	41.5%	56.4%	-2.5%	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)	284.28	-0.3%	-0.8%	12.2%	41.2%	71.1%	60.3%	36.0%	50.7%	193.8%	225.5%	97.4%	193.4%	-2.4%	Nov '25
Meta (Communications)	597.69	-0.7%	-1.9%	-16.6%	-20.4%	-6.5%	6.9%	66.0%	2.3%	436.7%	120.3%	77.6%	371.7%	-24.3%	Aug '25
Amazon (Cyclical)	222.55	-4.4%	-8.9%	4.5%	-2.4%	8.0%	8.8%	44.4%	1.4%	136.4%	42.8%	30.6%	97.1%	-12.4%	Nov '25
Tesla (Cyclical)	401.25	-1.9%	-6.8%	-8.7%	21.8%	17.3%	16.0%	62.5%	-0.6%	122.7%	141.1%	0.3%	84.7%	-16.4%	Dec '24
Procter & Gamble (Defensive)	146.99	0.8%	-0.7%	-2.2%	-6.6%	-9.6%	-11.6%	17.3%	-10.0%	11.2%	19.4%	-0.3%	28.3%	-16.0%	Dec '24
PepsiCo (Defensive)	148.77	0.6%	3.0%	-3.2%	-1.3%	15.2%	-1.4%	-7.6%	0.8%	-9.7%	20.8%	-3.4%	-3.4%	-17.6%	May '23
Coca-Cola (Defensive)	71.22	0.8%	-0.4%	4.1%	2.3%	0.5%	17.2%	8.9%	16.9%	27.5%	55.9%	34.4%	41.4%	-2.2%	Apr '25
Exxon Mobil (Energy)	119.03	1.1%	1.7%	7.0%	11.8%	13.8%	4.0%	11.3%	14.7%	17.7%	289.4%	115.9%	35.1%	-0.8%	Oct '24
Chevron (Energy)	153.62	-0.8%	0.2%	0.4%	1.1%	12.2%	-0.4%	1.3%	9.8%	-5.8%	119.2%	49.7%	10.2%	-8.2%	Jan '23
JPMorgan Chase (Financial)	299.41	-0.3%	-6.6%	0.6%	3.5%	14.1%	25.8%	44.3%	27.5%	140.9%	195.0%	105.7%	211.1%	-6.6%	Nov '25
Visa (Financial)	321.18	-1.4%	-5.2%	-5.9%	-6.0%	-12.4%	3.7%	22.3%	2.3%	55.8%	60.4%	49.5%	84.7%	-13.6%	Jun '25
Mastercard (Financial)	527.58	-1.7%	-6.0%	-6.0%	-9.8%	-9.8%	2.1%	24.2%	0.8%	56.2%	62.6%	45.6%	89.5%	-11.8%	Aug '25
Bank of America (Financial)	51.64	0.3%	-4.6%	0.7%	8.0%	16.7%	13.9%	33.9%	19.6%	50.3%	116.2%	23.2%	87.2%	-4.6%	Nov '25
UnitedHealth (Health)	313.58	-2.2%	-7.5%	-12.1%	3.7%	0.6%	-44.5%	-2.4%	-36.9%	-37.7%	0.6%	-33.7%	-34.0%	-48.8%	Nov '24
Johnson & Johnson (Health)	200.00	0.2%	2.9%	3.5%	13.3%	33.3%	34.9%	-4.8%	41.6%	24.4%	56.8%	30.3%	34.7%	New Peak	Nov '25
Eli Lilly (Health)	1030.05	0.8%	1.4%	28.5%	46.7%	36.9%	42.2%	33.3%	34.4%	191.6%	656.9%	293.5%	225.9%	New Peak	Nov '25
Union Pacific (Industrials)	220.82	-0.08%	-1.2%	-2.3%	-0.7%	-2.6%	-3.1%	-5.1%	-1.4%	12.5%	20.6%	-2.8%	23.4%	-13.4%	Mar '22
Honeywell (Industrials)	191.45	-2.4%	-4.5%	0.7%	-5.7%	-8.7%	-9.0%	10.0%	-8.1%	1.0%	11.0%	6.9%	26.0%	-14.6%	Jul '25
Nvidia (IT)	181.36	-2.8%	-6.4%	-1.0%	3.3%	33.8%	23.4%	171.2%	35.1%	1078.4%	1253.5%	503.2%	1478.9%	-12.4%	Oct '25
Broadcom (IT)	340.50	-0.6%	-4.1%	-2.5%	15.7%	48.2%	107.9%	110.5%	47.9%	595.7%	891.3%	453.1%	732.4%	-11.8%	Oct '25
Adobe (IT)	324.47	-0.2%	-3.7%	-2.6%	-10.1%	-22.9%	-35.1%	-25.5%	-27.0%	-1.9%	-30.4%	-42.5%	13.4%	-52.9%	Nov '21
Oracle (IT)	220.49	0.3%	-2.9%	-24.3%	-5.9%	38.7%	17.9%	60.0%	33.6%	187.0%	318.8%	164.8%	258.8%	-32.7%	Sep '25
salesforce.com (IT)	233.50	-1.5%	-5.1%	-3.9%	-4.9%	-18.5%	-27.4%	27.8%	-29.8%	59.4%	-10.8%	-7.6%	65.8%	-36.1%	Dec '24
Linde PLC (Materials)	414.72	-0.7%	-3.3%	-8.0%	-13.3%	-9.3%	-5.4%	3.2%	0.0%	28.8%	75.6%	28.9%	58.8%	-14.2%	Sep '25
Sherwin-Williams (Materials)	323.83	-0.9%	-5.8%	-1.9%	-11.8%	-10.1%	-12.5%	9.9%	-3.9%	38.6%	39.4%	-0.9%	65.5%	-18.3%	Nov '24
American Tower (Real Estate)	181.55	0.6%	-1.0%	-5.1%	-11.4%	-14.2%	-6.7%	-12.2%	1.5%	-7.2%	-12.2%	-28.7%	9.1%	-32.1%	Sep '21
Prologis Inc. (Real Estate)	123.80	0.2%	-0.8%	-0.2%	12.8%	14.0%	11.5%	-18.1%	20.4%	18.7%	42.2%	-16.0%	35.4%	-20.3%	Apr '22
NextEra Energy (Utilities)	84.64	-1.3%	-1.5%	0.1%	11.5%	16.4%	13.2%	21.5%	20.9%	10.8%	27.8%	2.2%	26.7%	-1.6%	Oct '25
Duke Energy (Utilities)	123.80	-1.1%	0.8%	-2.8%	0.9%	7.7%	12.9%	15.6%	19.1%	44.0%	64.2%	40.0%	63.8%	-3.2%	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	15.89	-0.13%	-1.0%	-0.6%	2.1%	5.3%	10.0%	6.8%	8.2%	26.0%	15.4%	9.3%	30.9%	-1.4%	Oct '25
Moderate-60% Stock	63.99	-0.5%	-2.2%	-0.6%	2.8%	8.6%	12.8%	10.7%	13.5%	43.4%	41.3%	22.4%	55.4%	-2.5%	Oct '25
Mod Agg-80% Stock	50.62	-0.6%	-2.8%	-0.9%	3.0%	9.8%	19.0%	17.5%	15.7%	60.5%	67.5%	34.3%	76.4%	-3.1%	Oct '25
Aggressive-90% Stock	30.71	-0.8%	-3.3%	-0.8%	3.3%	10.8%	17.0%	14.8%	16.2%	62.5%	71.9%	33.3%	78.1%	-3.5%	Oct '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	91875.86	-0.2%	-9.6%	-13.7%	-18.6%	-13.0%	-0.5%	121.9%	-1.7%	450.2%	415.7%	97.8%	379.6%	-26.4%	Oct '25
Ethereum	3074.90	1.7%	-9.9%	-19.8%	-24.5%	21.6%	-1.2%	44.8%	-7.7%	153.6%	552.0%	-18.3%	137.5%	-36.4%	Aug '25
BNB	933.46	3.0%	-2.1%	-12.9%	13.3%	43.6%	51.5%	123.3%	33.2%	240.8%	3222.6%	82.3%	244.5%	-28.8%	Oct '25
Solana	139.99	7.0%	-8.7%	-23.1%	-20.5%	-16.1%	-41.2%	78.0%	-26.0%	956.7%	6640.8%	-17.8%	349.2%	-46.5%	Jan '25
Bitcoin ETF	52.66	1.1%	-8.6%	-12.9%	-18.0%	-12.2%	-0.1%	-	-0.7%	-	-	-	-	-26.1%	Oct '25
Grayscale Bitcoin (hi fee)	72.64	1.1%	-8.6%	-13.0%	-18.2%	-12.7%	-1.3%	136.7%	-1.9%	863.0%	300.1%	134.6%	617.3%	-26.2%	Oct '25
Bloomberg Commodities	22.54	0.8%	-0.6%	3.5%	10.8%	10.4%	15.8%	5.5%	14.1%	8.8%	69.2%	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	4.74	0.1%	1.8%	3.0%	-3.2%	-4.0%	3.9%	19.1%	-0.9%	20.8%	200.6%	135.3%	22.1%	-7.1%	Oct '23
10yr Treasury rate	4.12	-0.2%	1.4%	2.9%	-4.2%	-7.9%	-5.8%	18.3%	-9.8%	8.0%	382.8%	153.3%	5.7%	-17.3%	Oct '23
5yr Treasury rate	3.69	-0.7%	0.7%	2.8%	-3.3%	-9.5%	-13.0%	14.1%	-15.7%	-7.6%	857.0%	170.6%	-10.2%	-25.5%	Oct '23
13-week T-bill	3.77	0%	-0.2%	-1.6%	-8.2%	-11.0%	-14.4%	-18.8%	-10.4%	-8.8%	6186.7%	7017.0%	6.8%	-29.5%	Oct '23
Crude Oil	60.44	-0.5%	3.3%	5.0%	-3.1%	-3.6%	-12.9%	0.1%	-15.7%	-24.5%	44.8%	-20.6%	-30.7%	-51.1%	Mar '22
Gold	4072.50	0.3%	-3.1%	-2.8%	22.9%	26.1%	55.0%	27.5%	54.9%	132.5%	118.8%	126.3%	143.8%	-6.1%	Oct '25
EUR/USD	1.16	-0.03%	0.0%	-	-0.5%	3.2%	9.4%	-6.0%	11.4%	11.8%	-2.2%	1.9%	19.4%	-6.1%	Jan '21
USD/JPY	155.32	0.03%	0.8%	-	5.1%	7.1%	0.5%	11.0%	-1.1%	10.6%	49.5%	34.9%	5.8%	-3.9%	Jul '24
S&P 500 Volatility Index	24.69	10.3%	41.0%	18.8%	58.6%	36.1%	51.0%	39.4%	42.3%	6.8%	6.8%	48.7%	-26.5%	-52.8%	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	50.87	0.12%	0.1%	0.2%	1.3%	3.1%	6.0%	6.5%	5.4%	20.9%	17.8%	16.5%	21.6%	New Peak	Nov '25
Interm Muni- JPMorgan	50.72	0.1%	0.0%	0.2%	3.4%	4.2%	3.6%	1.9%	4.1%	14.0%	6.8%	4.1%	15.5%	-0.2%	Nov '25
Interm Bond- Janus MSB	45.63	0.04%	-0.3%	-0.3%	2.9%	5.6%	7.7%	1.5%	7.8%	16.1%	2.2%	2.1%	18.7%	-0.8%	Oct '25
Interm Bond- Vanguard	78.07	0.1%	-0.2%	-0.4%	2.0%	5.0%	7.6%	1.6%	8.0%	16.8%	-0.9%	1.7%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.02	-0.11%	-0.4%	-0.1%	1.4%	4.8%	7.8%	10.4%	6.7%	30.7%	43.5%	26.5%	33.0%	-0.5%	Oct '25
Int’l Bond- JPMorgan	48.79	-0.1%	-0.3%	-0.3%	1.3%	4.2%	7.3%	3.5%	7.4%	22.0%	15.4%	12.9%	26.8%	-0.8%	Oct '25
Long Bond- Vanguard	76.32	-0.03%	-1.1%	-2.3%	2.1%	6.7%	4.7%	-1.9%	6.9%	17.0%	-14.0%	-11.8%	24.5%	-15.4%	Sep '21
Long CA Muni- PIMCO	9.45	0%	-0.1%	0.3%	4.6%	5.1%	3.6%	2.9%	4.0%	17.3%	8.0%	3.7%	19.1%	-0.2%	Nov '25
Long Muni- iShares	57.54	0.2%	0.0%	0.3%	4.1%	4.7%	3.0%	1.6%	3.0%	11.5%	2.8%	1.6%	13.4%	-0.1%	Nov '25

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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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Oct '25