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S&P 500

Return

80.3%

[

12.9%

annualized]

Dec 31 2020 - Nov 04 2025

-1.7%

Below
Peak
Oct '25

DJIA (Large Value)

Return

53.8%

[

9.3%

annualized]

Dec 31 2020 - Nov 04 2025

-1.3%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

22.9%

[

4.4%

annualized]

Dec 31 2020 - Nov 04 2025

-3.7%

Below
Peak
Oct '25

Performance Range:

As of Nov 04 10:00 PM EDT, next update at 10:10 PM

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	6771.55	-1.2%	-1.7%	0.8%	7.5%	19.8%	17.1%	23.3%	15.1%	79.6%	92.9%	41.2%	89.3%	-1.7%	Oct '25
DJIA (Large Value)	47085.24	-0.5%	-1.1%	0.7%	6.7%	14.2%	11.5%	12.9%	10.7%	45.3%	65.9%	28.7%	61.2%	-1.3%	Oct '25
Russell 2000 (Small Cap)	2427.34	-1.8%	-2.3%	-2.0%	9.1%	21.1%	7.4%	10.0%	8.8%	34.9%	46.2%	6.8%	43.8%	-3.7%	Oct '25
NASDAQ Comp (Tech/Growth)	23348.64	-2.0%	-2.5%	2.5%	11.6%	30.8%	26.6%	28.6%	20.9%	122.9%	96.4%	47.5%	124.1%	-2.5%	Oct '25
Aggregate Bond	100.14	0.05%	-0.6%	0.0%	1.6%	4.1%	5.5%	1.3%	6.4%	17.6%	-2.3%	-0.2%	16.5%	-2.7%	Dec '20
Corp Bond	110.68	0.1%	-1.4%	-0.8%	1.4%	5.6%	5.5%	0.9%	7.2%	24.1%	-3.3%	-1.9%	24.4%	-4.8%	Sep '21
High Yield Bond	80.15	0.01%	-1.0%	-0.9%	0.9%	4.6%	6.7%	8.0%	6.4%	30.6%	21.8%	14.1%	33.6%	-1.4%	Oct '25
Preferred	30.90	-0.4%	-2.0%	-2.7%	0.1%	5.8%	-0.7%	7.2%	3.3%	24.9%	11.5%	-0.3%	22.4%	-3.3%	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	84.72	-0.5%	-3.0%	-5.7%	-3.8%	1.5%	-7.8%	0.1%	2.2%	19.3%	37.9%	2.2%	31.2%	-11.5%	Oct '24
Consumer Discretionary/Cyclical	238.16	-1.7%	-0.4%	0.1%	9.0%	20.0%	18.4%	26.5%	6.9%	77.8%	61.8%	16.9%	75.9%	-1.7%	Nov '25
Financial Services	52.42	0.5%	0.6%	-2.4%	1.7%	6.7%	13.9%	30.6%	9.6%	62.7%	127.6%	41.6%	82.1%	-3.2%	Sep '25
Real Estate	89.20	0.2%	0.8%	-2.4%	-0.2%	1.6%	-2.7%	4.8%	3.1%	23.8%	34.4%	-10.1%	31.9%	-10.8%	Dec '21
Communication Services	112.81	-0.7%	-3.0%	-3.1%	5.5%	16.2%	22.6%	34.7%	17.6%	154.7%	85.3%	49.9%	144.4%	-5.2%	Sep '25
Energy	87.19	-1.1%	-0.9%	-1.9%	2.8%	10.1%	-0.1%	5.6%	4.3%	5.8%	257.9%	74.4%	20.7%	-7.4%	Nov '24
Industrials	152.61	-1.2%	-1.6%	-1.2%	1.6%	14.2%	13.9%	17.3%	17.0%	68.3%	102.9%	54.4%	88.8%	-2.0%	Oct '25
Technology	293.94	-2.6%	-3.4%	3.2%	13.1%	36.8%	30.4%	21.6%	27.0%	148.6%	152.5%	72.6%	158.1%	-3.4%	Oct '25
Consumer Staples/Defensive	75.99	0.4%	-0.8%	-2.6%	-4.9%	-5.5%	-3.5%	12.2%	-1.5%	14.6%	33.8%	8.8%	21.7%	-8.1%	Aug '25
Healthcare	145.10	0.4%	0.8%	0.2%	10.0%	6.0%	-0.1%	2.5%	6.9%	16.6%	43.0%	10.6%	25.1%	-5.7%	Sep '24
Utilities	88.83	-0.4%	-1.4%	-0.1%	3.5%	13.2%	16.7%	23.3%	19.8%	45.3%	61.1%	40.5%	58.5%	-4.4%	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	139.91	-1.3%	-1.9%	0.3%	7.8%	18.3%	19.7%	17.4%	20.0%	79.0%	82.0%	39.9%	90.1%	-1.9%	Oct '25
MSCI Emerging Markets	54.63	-1.8%	-2.5%	0.7%	11.9%	21.7%	23.7%	6.5%	31.9%	62.7%	28.2%	20.7%	70.0%	-2.5%	Oct '25
FTSE Europe	79.31	-1.1%	-2.1%	-2.5%	4.3%	8.6%	20.7%	1.9%	27.6%	70.3%	74.1%	30.1%	90.6%	-2.9%	Oct '25
MSCI Japan	82.83	-1.0%	-0.5%	1.3%	10.4%	15.3%	22.8%	7.0%	24.4%	71.9%	47.1%	31.7%	79.4%	-1.3%	Oct '25
MSCI India	54.02	-0.4%	-1.1%	3.0%	3.1%	-0.6%	-0.6%	8.6%	2.6%	26.6%	64.6%	17.0%	34.5%	-8.1%	Sep '24
MSCI China	62.73	-1.3%	-4.2%	-5.7%	8.4%	18.6%	26.5%	17.7%	35.2%	67.3%	-15.5%	9.1%	67.5%	-28.9%	Feb '21
International Bond	49.66	-0.08%	-0.2%	0.5%	0.8%	2.0%	4.0%	3.6%	3.2%	16.3%	-0.4%	1.7%	17.8%	-1.0%	Dec '20
iShares Latin America	29.19	-1.2%	-1.1%	2.9%	16.1%	21.2%	25.7%	-23.1%	42.9%	33.9%	78.2%	61.7%	45.2%	-1.2%	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	620.99	-1.2%	-1.7%	0.9%	7.9%	20.6%	18.6%	25.0%	16.3%	87.5%	107.6%	49.4%	97.9%	-1.7%	Oct '25
US Large Growth	479.40	-1.8%	-2.5%	2.0%	9.8%	28.2%	26.4%	33.1%	19.7%	130.2%	116.0%	59.5%	134.3%	-2.5%	Oct '25
US Large Value	202.87	-0.6%	-0.9%	-1.0%	4.7%	11.2%	9.0%	14.2%	11.0%	44.8%	81.3%	29.7%	57.5%	-2.2%	Oct '25

US MidCap Blend	287.11	-1.0%	-1.4%	-2.7%	1.2%	11.1%	9.4%	15.3%	10.0%	50.1%	64.0%	20.3%	60.4%	-3.1%	Oct '25
US MidCap Growth	286.21	-1.8%	-2.3%	-3.3%	-0.6%	13.0%	15.4%	16.4%	13.3%	66.0%	52.6%	17.0%	72.7%	-4.0%	Oct '25
US MidCap Value	170.97	-0.6%	-0.9%	-2.4%	2.6%	9.3%	4.4%	14.0%	7.5%	37.2%	76.5%	23.9%	49.8%	-2.5%	Oct '25

US Small Blend	251.12	-1.3%	-1.7%	-2.6%	4.4%	14.4%	5.8%	14.2%	5.6%	43.3%	60.3%	16.8%	51.6%	-3.4%	Oct '25
US Small Growth	321.18	-2.2%	-2.9%	-1.3%	9.8%	23.8%	11.4%	15.0%	12.0%	50.3%	35.7%	11.2%	57.9%	-4.1%	Oct '25
US Small Value	174.85	-1.3%	-1.8%	-2.6%	9.1%	19.7%	5.8%	7.6%	7.8%	29.9%	75.4%	12.0%	41.1%	-3.7%	Oct '25

Foreign Large Blend	93.56	-1.0%	-1.6%	-1.6%	5.8%	10.4%	20.3%	3.5%	25.9%	67.3%	64.0%	31.2%	82.4%	-2.2%	Oct '25
Foreign Growth	114.13	-1.4%	-2.0%	-2.2%	5.4%	8.1%	13.7%	1.5%	19.0%	53.6%	31.3%	9.0%	65.1%	-3.0%	Oct '25
Foreign Value	67.99	-0.7%	-1.2%	-1.0%	6.0%	12.5%	26.3%	5.4%	32.4%	81.1%	101.2%	55.7%	99.9%	-1.7%	Oct '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	-0.08%	-0.6%	-0.3%	-0.5%	2.1%	4.1%	8.3%	2.7%	29.0%	33.5%	24.3%	30.0%	-1.4%	Sep '25
Ultra Short- Janus AAA CLO	50.56	0.02%	-0.3%	-0.1%	0.8%	2.4%	4.9%	7.4%	3.8%	22.7%	23.8%	21.0%	23.2%	-0.4%	Oct '25
Bank Loan- Invesco	20.91	0.05%	0.0%	0.4%	1.7%	4.3%	6.8%	8.2%	5.3%	28.8%	31.7%	25.1%	31.3%	New Peak	Nov '25
Interval CEF- Cliffwater	10.57	0%	0.1%	0.7%	1.8%	4.5%	9.1%	12.6%	7.4%	34.8%	56.6%	39.0%	35.5%	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	52.59	-1.1%	-2.3%	0.7%	5.9%	19.5%	15.5%	27.9%	15.5%	85.6%	159.9%	83.0%	102.1%	-2.3%	Oct '25
Int’l Min Volatility- Franklin	35.37	-0.2%	-0.3%	0.7%	6.7%	12.7%	19.8%	15.9%	19.4%	67.4%	116.3%	67.6%	79.9%	-0.8%	Oct '25
MidCap 30 - Hennessy (hi fee)	23.98	-1.2%	-1.3%	-1.7%	7.0%	14.6%	18.5%	62.3%	0.8%	191.4%	341.8%	210.0%	218.7%	-7.0%	Dec '24
Small Value- Avantis	96.58	-1.3%	-1.7%	-4.1%	4.9%	14.9%	1.3%	9.3%	1.4%	34.1%	121.3%	27.7%	46.5%	-7.6%	Nov '24
Mid Value- Pacer Cash Cows	57.31	-1.0%	-0.5%	-0.9%	3.5%	10.6%	0.3%	10.6%	2.8%	29.7%	113.3%	30.3%	40.9%	-5.0%	Nov '24
Growth- S&P Momentum	119.46	-1.8%	-3.8%	-0.5%	4.3%	23.0%	30.1%	45.8%	26.4%	116.3%	140.8%	94.1%	138.5%	-3.8%	Oct '25
Invesco S&P Quality	73.26	-0.7%	-1.2%	-0.9%	3.5%	10.0%	11.2%	25.4%	10.2%	78.2%	96.9%	44.8%	90.9%	-2.3%	Oct '25
Rotation Factor- BlackRock	60.30	-1.2%	-1.6%	1.9%	8.9%	22.5%	21.0%	30.3%	18.7%	115.6%	127.4%	67.2%	126.6%	-1.6%	Oct '25
US Min Volatility- Fidelity	65.52	0%	-0.8%	-0.7%	4.5%	10.1%	9.2%	16.1%	9.4%	52.7%	72.5%	33.1%	62.3%	-1.5%	Oct '25
Derivative Income- JPMorgan	56.39	0%	-0.9%	-1.1%	2.2%	5.1%	3.4%	12.6%	4.4%	33.5%	58.0%	25.1%	42.8%	-2.1%	Oct '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	0.2%	0.0%	-1.5%	0.3%	3.9%	9.4%	12.1%	6.0%	31.0%	37.7%	33.6%	33.2%	-2.1%	Aug '25
Multistrategy- AQR	14.16	-0.4%	0.1%	1.7%	5.8%	9.3%	18.6%	13.3%	15.0%	40.6%	89.5%	62.9%	45.6%	-0.4%	Nov '25
Long Short- AQR	20.30	-0.2%	0.8%	1.9%	8.0%	13.9%	33.0%	30.5%	26.7%	125.5%	245.4%	153.5%	141.7%	-0.2%	Nov '25
Mkt Neutral- BlackRock	14.52	0%	0.0%	0.8%	4.7%	5.7%	13.0%	21.4%	13.4%	62.8%	67.5%	62.1%	62.7%	-1.9%	Sep '25
Multi Strategy- Variant	26.60	-0.08%	0.0%	0.5%	1.9%	3.5%	7.3%	5.1%	5.9%	23.0%	46.0%	28.3%	23.9%	-0.1%	Nov '25
Long Short- First Trust	70.88	-0.4%	-0.5%	1.3%	7.3%	11.1%	11.7%	18.8%	8.6%	52.6%	68.8%	43.0%	58.1%	-0.5%	Oct '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)	277.54	-2.2%	1.1%	13.1%	42.7%	69.4%	64.2%	36.0%	47.1%	222.8%	217.1%	92.7%	186.4%	-2.2%	Nov '25
Meta (Communications)	627.32	-1.6%	-16.5%	-11.7%	-17.8%	4.8%	9.9%	66.0%	7.4%	595.2%	114.2%	86.4%	395.0%	-20.5%	Aug '25
Amazon (Cyclical)	249.32	-1.8%	8.3%	13.6%	16.6%	33.8%	25.0%	44.4%	13.6%	174.0%	50.1%	46.3%	120.8%	-1.8%	Nov '25
Tesla (Cyclical)	444.26	-5.1%	-3.7%	3.4%	43.9%	58.5%	76.7%	62.5%	10.0%	114.1%	204.2%	11.1%	104.5%	-7.4%	Dec '24
Procter & Gamble (Defensive)	147.17	-0.6%	-1.1%	-2.7%	-1.5%	-6.1%	-8.9%	17.3%	-9.9%	18.1%	17.1%	-0.1%	28.5%	-15.9%	Dec '24
PepsiCo (Defensive)	142.90	-0.5%	-2.2%	0.6%	3.5%	10.5%	-11.6%	-7.6%	-3.2%	-12.1%	20.5%	-7.3%	-7.2%	-20.9%	May '23
Coca-Cola (Defensive)	68.66	1.0%	0.5%	3.0%	0.2%	-2.8%	8.2%	8.9%	12.7%	26.8%	61.5%	29.6%	36.3%	-5.7%	Apr '25
Exxon Mobil (Energy)	114.14	0.3%	-2.0%	0.8%	7.4%	12.6%	-0.6%	11.3%	9.0%	12.6%	327.4%	105.3%	28.5%	-5.7%	Oct '24
Chevron (Energy)	153.39	-0.4%	-1.1%	-0.1%	1.3%	15.9%	4.5%	1.3%	9.6%	-5.5%	163.9%	49.5%	10.0%	-8.4%	Jan '23
JPMorgan Chase (Financial)	309.25	-0.03%	1.2%	0.2%	6.7%	23.6%	42.6%	44.3%	31.7%	154.8%	237.4%	112.4%	221.4%	-1.7%	Sep '25
Visa (Financial)	340.30	1.0%	-0.3%	-2.7%	1.0%	-2.1%	16.8%	22.3%	8.2%	76.8%	78.5%	58.1%	95.3%	-8.7%	Jun '25
Mastercard (Financial)	552.75	1.6%	-0.3%	-4.6%	-2.2%	-1.2%	10.0%	24.2%	5.6%	76.7%	79.6%	52.5%	98.5%	-7.6%	Aug '25
Bank of America (Financial)	53.54	-0.04%	1.8%	5.7%	18.2%	31.7%	30.8%	33.9%	24.0%	57.5%	145.7%	27.7%	94.1%	New Peak	Nov '25
UnitedHealth (Health)	330.83	-0.9%	-6.9%	-8.2%	32.6%	-17.2%	-40.4%	-2.4%	-33.4%	-35.3%	1.0%	-30.0%	-30.4%	-45.9%	Nov '24
Johnson & Johnson (Health)	186.86	0.3%	0.1%	-0.9%	10.2%	22.5%	21.8%	-4.8%	32.3%	19.4%	54.2%	21.7%	25.8%	-3.5%	Oct '25
Eli Lilly (Health)	906.86	1.2%	11.5%	8.0%	18.7%	10.9%	13.4%	33.3%	18.2%	160.2%	559.1%	245.9%	186.5%	-4.8%	Aug '24
Union Pacific (Industrials)	220.91	1.0%	2.1%	-6.7%	-0.3%	3.3%	-3.3%	-5.1%	-1.4%	20.5%	28.5%	-2.7%	23.4%	-13.3%	Mar '22
Honeywell (Industrials)	196.46	-0.7%	-2.1%	-0.3%	-5.2%	-1.7%	1.9%	10.0%	-6.3%	6.9%	25.8%	9.1%	28.5%	-12.8%	Jul '25
Nvidia (IT)	198.69	-4.0%	-4.0%	5.9%	11.5%	74.6%	42.1%	171.2%	48.0%	1305.3%	1307.5%	560.9%	1629.8%	-4.0%	Oct '25
Broadcom (IT)	351.94	-2.9%	-8.8%	4.0%	20.4%	76.1%	104.4%	110.5%	52.9%	696.2%	933.9%	471.7%	760.4%	-8.8%	Oct '25
Adobe (IT)	335.35	-0.6%	-0.7%	-3.3%	-1.0%	-12.0%	-31.1%	-25.5%	-24.6%	17.4%	-32.5%	-40.6%	17.2%	-51.3%	Nov '21
Oracle (IT)	248.17	-3.8%	-9.9%	-13.1%	-2.8%	66.9%	45.9%	60.0%	50.4%	238.9%	369.6%	198.1%	303.8%	-24.3%	Sep '25
salesforce.com (IT)	254.44	-2.6%	1.2%	5.9%	3.0%	-6.4%	-14.0%	27.8%	-23.5%	84.0%	-1.2%	0.6%	80.7%	-30.4%	Dec '24
Linde PLC (Materials)	417.94	1.4%	-3.3%	-10.5%	-10.8%	-7.0%	-6.9%	3.2%	0.8%	40.7%	79.3%	29.9%	60.0%	-13.6%	Sep '25
Sherwin-Williams (Materials)	342.98	-0.8%	-0.8%	-1.0%	-2.4%	-4.3%	-8.6%	9.9%	1.6%	63.0%	47.3%	4.7%	74.9%	-13.6%	Nov '24
American Tower (Real Estate)	180.35	2.1%	0.7%	-5.2%	-13.4%	-18.1%	-12.8%	-12.2%	0.8%	-2.4%	-13.3%	-29.2%	8.3%	-32.5%	Sep '21
Prologis Inc. (Real Estate)	124.00	-0.2%	0.4%	5.9%	16.9%	19.9%	12.3%	-18.1%	20.6%	26.5%	34.5%	-15.9%	35.6%	-20.2%	Apr '22
NextEra Energy (Utilities)	81.69	-0.11%	-0.1%	2.0%	15.7%	25.5%	7.1%	21.5%	16.7%	12.9%	23.9%	-1.3%	22.3%	-5.0%	Oct '25
Duke Energy (Utilities)	123.83	0.13%	-0.4%	0.2%	0.7%	4.4%	12.6%	15.6%	18.1%	49.2%	60.1%	38.8%	62.5%	-4.0%	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	15.97	-0.2%	-0.5%	0.4%	2.9%	6.6%	10.5%	6.8%	8.7%	30.8%	16.8%	9.8%	31.6%	-0.9%	Oct '25
Moderate-60% Stock	64.64	-0.7%	-1.1%	0.2%	5.3%	12.7%	14.1%	10.7%	14.6%	51.4%	45.7%	23.7%	57.0%	-1.5%	Oct '25
Mod Agg-80% Stock	51.34	-1.0%	-1.4%	0.0%	6.3%	15.3%	21.1%	17.5%	17.3%	70.8%	74.9%	36.2%	78.9%	-1.7%	Oct '25
Aggressive-90% Stock	31.28	-1.2%	-1.6%	0.3%	7.2%	17.3%	19.7%	14.8%	18.4%	73.6%	78.8%	35.8%	81.4%	-1.7%	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	101518.82	-4.7%	-7.8%	-17.0%	-11.1%	7.1%	46.4%	121.9%	8.7%	380.1%	551.6%	118.5%	429.9%	-18.6%	Oct '25
Ethereum	3314.55	-8.0%	-15.1%	-26.6%	-8.2%	82.1%	36.8%	44.8%	-0.5%	101.5%	700.5%	-11.9%	156.0%	-31.4%	Aug '25
BNB	939.45	-5.3%	-15.1%	-21.0%	24.5%	57.2%	66.7%	123.3%	34.0%	165.1%	3294.5%	83.4%	246.7%	-28.3%	Oct '25
Solana	155.04	-6.7%	-20.3%	-33.5%	-5.5%	5.7%	-7.0%	78.0%	-18.1%	359.0%	10933.0%	-9.0%	397.5%	-40.8%	Jan '25
Bitcoin ETF	57.18	-5.5%	-8.9%	-18.1%	-11.4%	6.6%	44.7%	-	7.8%	-	-	-	-	-19.8%	Oct '25
Grayscale Bitcoin (hi fee)	78.87	-5.5%	-9.0%	-18.2%	-11.8%	6.0%	43.0%	136.7%	6.6%	612.5%	405.6%	154.8%	678.9%	-19.9%	Oct '25
Bloomberg Commodities	22.12	-1.0%	1.1%	2.3%	8.0%	8.0%	12.6%	5.5%	12.0%	4.0%	67.3%	23.6%	7.2%	-10.0%	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	4.67	-0.4%	1.5%	-0.9%	-2.1%	-3.3%	4.9%	19.1%	-2.4%	10.0%	202.5%	131.6%	20.2%	-8.5%	Oct '23
10yr Treasury rate	4.09	-0.4%	0.8%	-0.7%	-2.6%	-5.8%	-4.7%	18.3%	-10.6%	-1.6%	426.9%	151.2%	4.8%	-18.0%	Oct '23
5yr Treasury rate	3.70	-0.4%	0.1%	-0.2%	-1.6%	-6.1%	-11.3%	14.1%	-15.5%	-14.4%	1004.8%	171.1%	-10.0%	-25.4%	Oct '23
13-week T-bill	3.79	0.3%	1.7%	-1.7%	-8.6%	-9.9%	-14.2%	-18.8%	-9.9%	-5.5%	4362.4%	7056.6%	7.4%	-29.1%	Oct '23
Crude Oil	60.22	-0.6%	-0.4%	-1.1%	-7.6%	5.4%	-16.3%	0.1%	-16.0%	-35.0%	55.2%	-20.8%	-31.0%	-51.3%	Mar '22
Gold	3956.80	0.2%	-0.7%	2.0%	17.0%	19.5%	44.4%	27.5%	50.5%	136.6%	103.4%	119.9%	136.9%	-8.8%	Oct '25
EUR/USD	1.15	-0.2%	-1.4%	-2.1%	-0.8%	1.6%	5.7%	-6.0%	10.4%	17.9%	-2.1%	1.0%	18.4%	-6.9%	Jan '21
USD/JPY	153.32	-0.6%	1.0%	4.0%	3.9%	6.7%	0.7%	11.0%	-2.3%	3.3%	46.8%	33.2%	4.5%	-5.1%	Jul '24
S&P 500 Volatility Index	19.00	10.7%	12.3%	14.1%	6.4%	-19.6%	-7.3%	39.4%	9.5%	-22.6%	-31.1%	14.5%	-43.4%	-63.7%	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	50.94	0.02%	0.0%	0.2%	1.2%	3.2%	5.8%	6.5%	5.2%	21.5%	17.8%	16.2%	21.4%	-0.2%	Oct '25
Interm Muni- JPMorgan	50.66	0.12%	0.1%	0.8%	3.4%	4.4%	3.8%	1.9%	4.0%	16.7%	7.3%	3.9%	15.4%	-0.1%	Oct '25
Interm Bond- Janus MSB	45.72	0.09%	-0.5%	0.2%	2.5%	5.1%	6.8%	1.5%	7.5%	19.3%	2.1%	1.9%	18.5%	-1.0%	Oct '25
Interm Bond- Vanguard	77.99	0.12%	-0.5%	-0.1%	1.4%	4.3%	6.8%	1.6%	7.6%	19.5%	-1.3%	1.2%	18.9%	-1.8%	Dec '20
Multisector Bond- Intrepid	9.02	-0.3%	-1.1%	-0.9%	1.4%	5.5%	7.6%	10.4%	6.0%	31.8%	45.2%	25.7%	32.2%	-1.1%	Oct '25
Int’l Bond- JPMorgan	48.84	-0.2%	-0.8%	-0.1%	1.2%	4.0%	7.3%	3.5%	7.1%	24.7%	16.3%	12.6%	26.5%	-1.1%	Oct '25
Long Bond- Vanguard	76.89	0.3%	-2.2%	-1.1%	1.9%	7.4%	3.9%	-1.9%	7.2%	25.5%	-12.5%	-11.5%	24.9%	-15.2%	Sep '21
Long CA Muni- PIMCO	9.47	0.2%	0.0%	0.9%	4.1%	4.7%	3.7%	2.9%	3.9%	20.9%	9.0%	3.5%	18.9%	-0.1%	Oct '25
Long Muni- iShares	57.42	0.09%	-0.2%	0.7%	3.7%	4.8%	2.8%	1.6%	2.5%	14.6%	2.9%	1.2%	12.9%	-0.3%	Oct '25

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Russell 2000 (Small Cap)

BelowPeak Oct '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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Below
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Oct '25

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Oct '25

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Oct '25