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S&P 500

Return

82.1%

[

13.2%

annualized]

Dec 31 2020 - Oct 31 2025

-0.7%

Below
Peak
Oct '25

DJIA (Large Value)

Return

55.4%

[

9.5%

annualized]

Dec 31 2020 - Oct 31 2025

-0.3%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

25.5%

[

4.8%

annualized]

Dec 31 2020 - Oct 31 2025

-1.6%

Below
Peak
Oct '25

Performance Range:

As of Nov 02 09:00 PM EDT, next update at 09:10 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	6840.20	p	EOD	-0.5%	1.9%	9.7%	20.3%	19.4%	23.3%	16.3%	83.9%	103.0%	42.6%	91.2%	-0.7%	Oct '25
DJIA (Large Value)	47562.87	p	EOD	0.0%	1.7%	9.1%	15.1%	13.1%	12.9%	11.8%	48.6%	73.1%	30.0%	62.8%	-0.3%	Oct '25
Russell 2000 (Small Cap)	2479.38	p	EOD	-1.6%	0.1%	14.4%	22.7%	12.2%	10.0%	11.2%	39.3%	53.6%	9.1%	46.9%	-1.6%	Oct '25
NASDAQ Comp (Tech/Growth)	23724.96	p	EOD	0.4%	4.1%	14.9%	32.0%	30.1%	28.6%	22.9%	129.4%	112.6%	49.8%	127.8%	-1.0%	Oct '25
Aggregate Bond	100.54	p	EOD	-0.7%	0.4%	1.7%	4.0%	6.3%	1.3%	6.5%	17.7%	-1.5%	-0.2%	16.6%	-2.6%	Dec '20
Corp Bond	111.23	p	EOD	-1.5%	-0.3%	1.8%	5.6%	6.9%	0.9%	7.3%	24.5%	-1.3%	-1.8%	24.5%	-4.7%	Sep '21
High Yield Bond	80.80	p	EOD	-0.6%	0.0%	1.5%	4.9%	7.7%	8.0%	6.8%	32.0%	23.8%	14.5%	34.0%	-0.6%	Sep '25
Preferred	31.21	p	EOD	-1.6%	-1.7%	1.1%	5.8%	1.3%	7.2%	3.8%	25.2%	13.1%	0.2%	22.9%	-2.9%	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	85.67	p	EOD	-3.7%	-4.7%	-0.7%	1.9%	-6.2%	0.1%	3.3%	24.8%	42.7%	3.4%	32.7%	-10.5%	Oct '24
Consumer Discretionary/Cyclical	239.93	p	EOD	-0.5%	0.9%	11.2%	19.6%	20.9%	26.5%	7.7%	80.6%	69.7%	17.8%	77.2%	-0.8%	Sep '25
Financial Services	52.37	p	EOD	-1.8%	-2.5%	2.2%	6.0%	13.9%	30.6%	9.5%	65.5%	130.2%	41.4%	81.9%	-3.3%	Sep '25
Real Estate	89.18	p	EOD	-3.8%	-2.5%	1.3%	1.3%	-0.4%	4.8%	3.1%	25.5%	35.3%	-10.1%	31.9%	-10.9%	Dec '21
Communication Services	114.81	p	EOD	-2.0%	-1.4%	8.6%	18.5%	25.7%	34.7%	19.6%	160.9%	100.5%	52.6%	148.8%	-3.5%	Sep '25
Energy	88.13	p	EOD	-0.2%	-0.9%	3.8%	9.3%	3.4%	5.6%	5.4%	8.2%	262.3%	76.2%	22.0%	-6.4%	Nov '24
Industrials	155.06	p	EOD	-0.5%	0.4%	4.0%	16.0%	17.5%	17.3%	18.9%	73.8%	108.8%	56.9%	91.8%	-0.5%	Oct '25
Technology	300.68	p	EOD	0.6%	5.6%	17.1%	39.2%	35.1%	21.6%	29.9%	159.0%	176.7%	76.5%	164.0%	-1.1%	Oct '25
Consumer Staples/Defensive	76.28	p	EOD	-3.7%	-2.2%	-4.2%	-5.2%	-2.3%	12.2%	-1.1%	16.4%	35.4%	9.2%	22.1%	-7.7%	Aug '25
Healthcare	144.25	p	EOD	-1.4%	-0.4%	10.5%	5.1%	-0.6%	2.5%	6.2%	16.6%	48.8%	9.9%	24.4%	-6.3%	Sep '24
Utilities	89.10	p	EOD	-2.8%	0.2%	4.5%	13.3%	17.4%	23.3%	20.2%	46.6%	60.6%	40.9%	58.9%	-4.1%	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	141.41	p	EOD	-0.7%	1.4%	10.2%	19.3%	22.3%	17.4%	21.3%	85.2%	91.7%	41.4%	92.2%	-0.8%	Oct '25
MSCI Emerging Markets	55.30	p	EOD	-0.7%	2.0%	14.7%	24.1%	27.6%	6.5%	33.5%	71.6%	36.1%	22.2%	72.1%	-1.3%	Oct '25
FTSE Europe	80.30	p	EOD	-1.7%	-1.3%	7.0%	10.1%	23.1%	1.9%	29.2%	80.4%	83.0%	31.7%	92.9%	-1.7%	Oct '25
MSCI Japan	83.45	p	EOD	-0.1%	2.0%	12.7%	17.0%	25.7%	7.0%	25.4%	76.5%	51.6%	32.7%	80.7%	-0.6%	Oct '25
MSCI India	53.97	p	EOD	-1.4%	2.9%	2.4%	0.1%	-0.9%	8.6%	2.5%	29.2%	71.0%	16.9%	34.3%	-8.2%	Sep '24
MSCI China	63.57	p	EOD	-3.1%	-4.5%	12.5%	20.2%	32.2%	17.7%	37.0%	81.9%	-9.5%	10.5%	69.8%	-27.9%	Feb '21
International Bond	49.85	p	EOD	0.0%	0.9%	1.1%	2.1%	4.4%	3.6%	3.4%	16.5%	0.0%	1.9%	18.0%	-0.8%	Dec '20
iShares Latin America	29.42	p	EOD	1.6%	3.7%	18.8%	20.9%	29.6%	-23.1%	44.0%	39.2%	92.0%	63.0%	46.4%	-0.3%	Oct '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	627.04	p	EOD	-0.5%	1.9%	9.7%	20.8%	20.6%	25.0%	17.1%	91.5%	117.9%	50.4%	99.3%	-0.8%	Oct '25
US Large Growth	485.58	p	EOD	0.1%	3.3%	12.5%	29.1%	29.4%	33.1%	21.3%	135.6%	133.5%	61.6%	137.3%	-1.2%	Oct '25
US Large Value	204.57	p	EOD	-1.4%	-0.2%	6.6%	11.6%	11.0%	14.2%	12.0%	48.2%	86.0%	30.8%	58.8%	-1.4%	Oct '25

US MidCap Blend	290.91	p	EOD	-1.8%	-1.5%	3.2%	12.0%	12.1%	15.3%	11.1%	53.3%	70.9%	21.4%	61.9%	-1.8%	Oct '25
US MidCap Growth	291.90	p	EOD	-2.1%	-1.4%	2.1%	15.1%	19.7%	16.4%	15.4%	70.2%	63.0%	19.1%	75.9%	-2.1%	Oct '25
US MidCap Value	172.35	p	EOD	-1.7%	-1.7%	4.0%	9.4%	6.2%	14.0%	7.8%	39.6%	79.7%	24.2%	50.2%	-1.7%	Oct '25

US Small Blend	254.99	p	EOD	-2.0%	-1.1%	7.3%	15.3%	9.1%	14.2%	6.9%	46.6%	67.4%	18.3%	53.5%	-2.0%	Oct '25
US Small Growth	330.69	p	EOD	-0.9%	1.6%	16.4%	26.7%	17.5%	15.0%	15.3%	55.6%	46.4%	14.5%	62.6%	-1.3%	Oct '25
US Small Value	177.13	p	EOD	-2.3%	-1.3%	13.3%	20.3%	9.6%	7.6%	9.2%	34.0%	79.5%	13.4%	42.9%	-2.4%	Oct '25

Foreign Large Blend	94.49	p	EOD	-1.3%	-0.6%	8.2%	11.6%	22.7%	3.5%	27.1%	75.7%	71.5%	32.5%	84.2%	-1.3%	Oct '25
Foreign Growth	115.66	p	EOD	-1.7%	-0.9%	8.1%	9.6%	16.3%	1.5%	20.6%	61.9%	39.6%	10.4%	67.4%	-1.7%	Oct '25
Foreign Value	68.44	p	EOD	-0.8%	-0.4%	8.2%	13.5%	28.9%	5.4%	33.3%	89.4%	106.5%	56.8%	101.2%	-1.0%	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	23.86	p	EOD	0.2%	0.3%	-0.9%	1.6%	3.7%	8.3%	2.3%	28.9%	33.3%	23.7%	29.4%	-1.4%	Aug '25
Ultra Short- Janus AAA CLO	50.74	p	EOD	0.0%	0.3%	0.3%	1.9%	4.4%	7.4%	3.2%	22.7%	23.4%	20.3%	22.5%	-0.2%	Aug '25
Bank Loan- Invesco	20.90	p	EOD	0.0%	-0.2%	0.6%	3.1%	5.6%	8.2%	4.0%	27.8%	30.9%	23.5%	29.7%	-0.5%	Sep '25
Interval CEF- Cliffwater	10.56	p	EOD	0.1%	0.6%	-0.8%	1.8%	6.3%	12.6%	4.6%	31.3%	52.7%	35.4%	31.9%	-1.9%	Oct '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	53.12	p	EOD	-0.6%	1.7%	7.9%	20.2%	17.8%	27.9%	16.6%	90.3%	169.4%	84.8%	104.1%	-1.3%	Oct '25
Int’l Min Volatility- Franklin	35.45	p	EOD	-0.6%	0.9%	7.4%	11.4%	19.4%	15.9%	18.6%	69.7%	116.3%	66.4%	78.7%	-0.6%	Oct '25
MidCap 30 - Hennessy (hi fee)	24.45	p	EOD	-0.2%	0.2%	11.2%	16.8%	2.9%	34.6%	2.7%	77.4%	170.3%	85.8%	91.0%	-6.1%	Nov '24
Small Value- Avantis	97.80	p	EOD	-2.0%	-2.8%	8.2%	14.9%	4.6%	9.3%	2.2%	38.2%	125.4%	28.7%	47.7%	-6.9%	Nov '24
Mid Value- Pacer Cash Cows	57.94	p	EOD	-0.7%	0.2%	5.1%	10.6%	2.4%	10.6%	3.3%	33.2%	120.2%	31.0%	41.7%	-4.5%	Nov '24
Growth- S&P Momentum	121.70	p	EOD	-1.1%	1.3%	7.5%	24.7%	33.9%	45.8%	28.6%	122.0%	161.0%	97.4%	142.6%	-2.0%	Oct '25
Invesco S&P Quality	74.06	p	EOD	-1.3%	0.1%	4.6%	10.5%	13.3%	25.4%	11.1%	82.9%	107.0%	46.0%	92.4%	-1.3%	Oct '25
Rotation Factor- BlackRock	60.86	p	EOD	0.2%	2.8%	10.6%	22.6%	23.5%	30.3%	19.6%	119.3%	137.2%	68.4%	128.2%	-0.7%	Oct '25
US Min Volatility- Fidelity	65.83	p	EOD	-1.1%	-0.2%	5.4%	9.9%	10.0%	16.1%	9.5%	54.4%	78.7%	33.2%	62.5%	-1.1%	Oct '25
Derivative Income- JPMorgan	56.88	p	EOD	-1.2%	-0.3%	2.3%	4.6%	3.7%	12.6%	4.0%	34.3%	61.2%	24.6%	42.2%	-1.2%	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	15.71	p	EOD	-0.1%	-1.7%	0.4%	4.0%	8.3%	12.1%	5.8%	26.5%	33.4%	28.6%	28.2%	-2.3%	Aug '25
Multistrategy- AQR	14.14	p	EOD	0.5%	1.6%	6.6%	9.5%	19.1%	13.3%	14.9%	40.8%	87.9%	62.1%	44.9%	New Peak	Oct '25
Long Short- AQR	20.24	p	EOD	1.0%	1.6%	8.8%	13.8%	33.4%	30.5%	26.3%	119.1%	230.2%	142.7%	131.5%	New Peak	Oct '25
Mkt Neutral- BlackRock	14.54	p	EOD	0.2%	1.0%	5.6%	6.0%	15.5%	21.4%	13.3%	62.6%	67.0%	61.9%	62.4%	-1.8%	Sep '25
Multi Strategy- Variant	26.61	p	EOD	0.1%	0.6%	-0.3%	1.2%	5.0%	5.1%	3.5%	20.5%	42.9%	25.4%	21.2%	-1.1%	Sep '25
Long Short- First Trust	70.98	p	EOD	0.4%	1.4%	7.3%	10.8%	12.7%	18.8%	8.5%	54.1%	74.5%	42.8%	57.9%	-0.4%	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)	281.19	p	EOD	4.4%	14.6%	48.8%	71.8%	64.9%	36.0%	49.0%	239.4%	244.1%	95.3%	190.2%	-0.1%	Oct '25
Meta (Communications)	648.35	p	EOD	-13.6%	-8.8%	-13.5%	8.8%	14.7%	66.0%	11.0%	633.7%	145.9%	92.7%	411.6%	-17.9%	Aug '25
Amazon (Cyclical)	244.22	p	EOD	7.6%	11.3%	13.7%	28.6%	23.4%	44.4%	11.3%	173.5%	60.2%	43.3%	116.3%	New Peak	Oct '25
Tesla (Cyclical)	456.56	p	EOD	0.9%	6.2%	50.9%	59.0%	83.4%	62.5%	13.1%	112.0%	223.1%	14.2%	110.2%	-4.9%	Dec '24
Procter & Gamble (Defensive)	150.37	p	EOD	-0.9%	-1.2%	-0.2%	-5.7%	-7.2%	17.3%	-8.6%	22.0%	19.8%	1.3%	30.4%	-14.7%	Dec '24
PepsiCo (Defensive)	146.09	p	EOD	-4.3%	2.9%	5.9%	11.5%	-8.4%	-7.6%	-1.1%	-9.6%	24.1%	-5.2%	-5.1%	-19.1%	May '23
Coca-Cola (Defensive)	68.90	p	EOD	-1.7%	3.4%	0.8%	-2.4%	9.2%	8.9%	13.1%	28.3%	62.4%	30.0%	36.8%	-5.4%	Apr '25
Exxon Mobil (Energy)	114.36	p	EOD	-1.4%	1.0%	5.3%	9.7%	3.1%	11.3%	9.3%	14.0%	325.2%	105.7%	28.7%	-5.5%	Oct '24
Chevron (Energy)	157.72	p	EOD	1.6%	2.7%	5.3%	16.5%	7.7%	1.3%	12.7%	-1.6%	172.9%	53.7%	13.1%	-5.8%	Jan '23
JPMorgan Chase (Financial)	311.12	p	EOD	2.3%	0.8%	7.5%	23.8%	41.8%	44.3%	31.9%	162.1%	240.9%	112.7%	221.8%	-1.6%	Sep '25
Visa (Financial)	340.74	p	EOD	-2.0%	-2.6%	0.6%	-1.6%	18.0%	22.3%	8.4%	79.0%	87.5%	58.3%	95.6%	-8.6%	Jun '25
Mastercard (Financial)	551.99	p	EOD	-3.6%	-4.9%	-1.4%	-1.2%	9.1%	24.2%	5.3%	81.5%	92.0%	52.1%	98.0%	-7.8%	Aug '25
Bank of America (Financial)	53.45	p	EOD	0.8%	5.5%	17.7%	31.6%	31.0%	33.9%	23.8%	61.2%	144.5%	27.5%	93.8%	New Peak	Oct '25
UnitedHealth (Health)	341.56	p	EOD	-6.7%	-5.2%	44.6%	-13.4%	-38.5%	-2.4%	-31.3%	-33.9%	15.0%	-27.7%	-28.1%	-44.2%	Nov '24
Johnson & Johnson (Health)	188.87	p	EOD	-0.8%	0.1%	13.7%	22.9%	21.8%	-4.8%	33.7%	21.2%	57.3%	23.0%	27.2%	-2.5%	Oct '25
Eli Lilly (Health)	862.86	p	EOD	4.4%	2.7%	13.4%	5.2%	6.2%	33.3%	12.4%	144.6%	596.7%	229.1%	172.6%	-9.4%	Aug '24
Union Pacific (Industrials)	220.37	p	EOD	1.0%	-6.9%	1.1%	2.2%	-3.0%	-5.1%	-1.6%	22.4%	32.8%	-3.0%	23.1%	-13.5%	Mar '22
Honeywell (Industrials)	201.33	p	EOD	-0.7%	-3.7%	-7.0%	-5.0%	-1.8%	10.0%	-9.5%	5.0%	24.2%	5.4%	24.2%	-15.8%	Jul '25
Nvidia (IT)	202.49	p	EOD	5.7%	7.9%	16.6%	76.9%	49.6%	171.2%	50.8%	1410.6%	1460.0%	573.5%	1662.9%	-2.2%	Oct '25
Broadcom (IT)	369.63	p	EOD	2.1%	9.2%	28.3%	82.3%	121.0%	110.5%	60.6%	776.1%	1069.1%	500.4%	803.6%	-4.2%	Oct '25
Adobe (IT)	340.31	p	EOD	-4.9%	-1.9%	-2.2%	-10.6%	-29.5%	-25.5%	-23.5%	19.0%	-25.0%	-39.7%	18.9%	-50.6%	Nov '21
Oracle (IT)	262.61	p	EOD	-6.7%	-8.2%	7.4%	74.6%	55.7%	60.0%	58.9%	262.6%	394.8%	214.9%	326.6%	-20.0%	Sep '25
salesforce.com (IT)	260.41	p	EOD	1.9%	8.3%	4.0%	-5.0%	-11.1%	27.8%	-21.7%	79.8%	11.0%	3.0%	84.9%	-28.8%	Dec '24
Linde PLC (Materials)	418.30	p	EOD	-6.0%	-10.4%	-8.9%	-7.8%	-7.7%	3.2%	0.6%	45.7%	90.9%	29.6%	59.6%	-13.5%	Sep '25
Sherwin-Williams (Materials)	344.94	p	EOD	2.6%	-0.5%	0.7%	-3.7%	-2.8%	9.9%	2.1%	63.2%	52.3%	5.3%	75.9%	-13.1%	Nov '24
American Tower (Real Estate)	178.98	p	EOD	-5.7%	-5.9%	-15.6%	-19.3%	-13.1%	-12.2%	-0.8%	-2.7%	-12.6%	-30.3%	6.6%	-33.6%	Sep '21
Prologis Inc. (Real Estate)	124.09	p	EOD	-2.4%	6.0%	19.3%	19.9%	13.4%	-18.1%	20.6%	26.2%	36.5%	-15.8%	35.7%	-20.2%	Apr '22
NextEra Energy (Utilities)	81.40	p	EOD	-5.4%	1.7%	15.6%	22.3%	7.7%	21.5%	15.4%	12.6%	20.5%	-2.4%	21.0%	-5.4%	Oct '25
Duke Energy (Utilities)	124.30	p	EOD	-2.5%	0.6%	2.0%	4.1%	14.4%	15.6%	18.5%	50.4%	58.5%	39.3%	63.1%	-3.7%	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	16.01	p	EOD	-0.5%	0.6%	2.8%	5.9%	8.4%	4.7%	8.2%	27.9%	12.7%	7.1%	28.3%	-0.6%	Oct '25
Moderate-60% Stock	65.09	p	EOD	-0.8%	0.9%	6.4%	12.7%	15.3%	10.7%	14.9%	54.4%	49.9%	24.0%	57.4%	-0.8%	Oct '25
Mod Agg-80% Stock	51.80	p	EOD	-0.8%	0.9%	8.4%	16.0%	18.9%	13.1%	18.4%	67.6%	68.1%	31.3%	72.5%	-0.8%	Oct '25
Aggressive-90% Stock	31.59	p	EOD	-0.6%	1.3%	9.6%	18.2%	19.8%	12.6%	19.5%	69.4%	72.8%	30.1%	73.7%	-0.8%	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	109632.16		-0.4%	-3.9%	-10.3%	-3.3%	13.1%	57.8%	121.9%	17.3%	442.5%	685.9%	136.0%	472.3%	-12.1%	Oct '25
Ethereum	3837.23		-1.0%	-6.9%	-15.0%	10.0%	108.2%	52.8%	44.8%	15.1%	150.5%	890.0%	2.0%	196.3%	-20.6%	Aug '25
BNB	1071.98		-2.1%	-5.9%	-9.9%	41.6%	78.3%	87.2%	123.3%	52.9%	225.1%	3891.4%	109.3%	295.6%	-18.2%	Oct '25
Solana	185.68		-0.4%	-6.6%	-20.3%	14.0%	25.4%	11.7%	78.0%	-1.9%	502.0%	13048.3%	9.0%	495.8%	-29.1%	Jan '25
Bitcoin ETF	62.30	p	EOD	-4.6%	-10.8%	-3.0%	12.9%	58.2%	-	17.4%	-	-	-	-	-12.6%	Oct '25
Grayscale Bitcoin (hi fee)	86.02	p	EOD	-4.5%	-10.7%	-3.2%	12.4%	56.4%	136.7%	16.2%	705.6%	517.5%	177.9%	749.5%	-12.6%	Oct '25
Bloomberg Commodities	22.13	p	EOD	0.8%	2.3%	7.7%	7.9%	14.0%	5.5%	12.1%	8.1%	69.5%	23.7%	7.3%	-9.9%	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	p	EOD	2.2%	-0.9%	-2.9%	-2.6%	2.5%	19.1%	-2.4%	12.5%	182.2%	131.6%	20.2%	-8.5%	Oct '23
10yr Treasury rate	4.10	p	EOD	2.6%	-0.4%	-2.8%	-5.1%	-6.0%	18.3%	-10.3%	-0.6%	365.0%	151.9%	5.1%	-17.8%	Oct '23
5yr Treasury rate	3.72	p	EOD	2.9%	0.2%	-1.4%	-5.5%	-11.7%	14.1%	-15.1%	-14.6%	845.8%	172.3%	-9.6%	-25.1%	Oct '23
13-week T-bill	3.72	p	EOD	0.0%	-3.6%	-11.1%	-11.6%	-15.5%	-18.8%	-11.6%	-7.6%	4031.1%	6915.1%	5.2%	-30.5%	Oct '23
Crude Oil	61.20		-0.3%	-0.2%	0.5%	-9.1%	5.0%	-11.9%	0.1%	-14.7%	-30.6%	62.5%	-19.6%	-29.9%	-50.5%	Mar '22
Gold	4002.50		0.2%	0.0%	3.1%	19.6%	23.8%	46.2%	27.5%	52.2%	146.0%	109.7%	122.4%	139.6%	-7.7%	Oct '25
EUR/USD	1.15		-0.03%	-0.9%	-1.8%	-0.6%	2.0%	5.9%	-6.0%	10.8%	17.5%	-1.0%	1.4%	18.8%	-6.6%	Jan '21
USD/JPY	154.12		-0.06%	0.7%	4.6%	4.6%	6.3%	1.4%	11.0%	-1.8%	4.2%	47.2%	33.9%	5.0%	-4.6%	Jul '24
S&P 500 Volatility Index	17.44	p	EOD	10.4%	4.7%	-14.4%	-23.1%	-20.3%	39.4%	0.5%	-31.1%	-50.9%	5.1%	-48.0%	-66.7%	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	50.93	p	EOD	-0.1%	-0.2%	0.5%	2.3%	5.2%	6.5%	4.3%	20.7%	17.0%	15.3%	20.4%	-0.2%	Oct '25
Interm Muni- JPMorgan	50.65	p	EOD	-0.1%	0.6%	2.5%	3.5%	3.3%	1.9%	3.1%	15.7%	6.9%	3.1%	14.4%	-0.1%	Oct '25
Interm Bond- Janus MSB	45.88	p	EOD	-0.5%	0.5%	2.2%	4.3%	7.1%	1.5%	7.0%	18.9%	1.7%	1.4%	17.9%	-0.7%	Oct '25
Interm Bond- Vanguard	78.24	p	EOD	-0.7%	0.3%	1.1%	3.8%	7.0%	1.6%	7.2%	19.2%	-0.9%	0.9%	18.5%	-2.2%	Dec '20
Multisector Bond- Intrepid	9.05	p	EOD	-0.8%	-0.5%	0.7%	4.4%	6.7%	10.4%	5.0%	30.7%	44.7%	24.5%	30.9%	-1.1%	Sep '25
Int’l Bond- JPMorgan	49.11	p	EOD	-0.4%	0.4%	1.2%	3.7%	7.2%	3.5%	6.8%	24.7%	17.0%	12.3%	26.2%	-0.5%	Oct '25
Long Bond- Vanguard	77.42	p	EOD	-2.3%	-0.5%	2.3%	6.9%	5.7%	-1.9%	7.0%	25.2%	-10.1%	-11.7%	24.6%	-15.3%	Sep '21
Long CA Muni- PIMCO	9.46	p	EOD	-0.1%	0.7%	3.5%	3.8%	3.2%	2.9%	3.1%	19.9%	8.7%	2.7%	18.0%	-0.2%	Oct '25
Long Muni- iShares	57.54	p	EOD	-0.1%	0.9%	3.4%	4.2%	3.1%	1.6%	2.2%	14.2%	3.4%	0.9%	12.6%	-0.1%	Oct '25

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S&P 500

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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
Peak
Oct '25

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Oct '25

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Peak
Oct '25