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S&P 500 (Large Cap)

Return

43.7%

[

8.9%

annualized]

Dec 31 2020 - Apr 03 2025

-12.2%

Below
Peak
Feb '25

DJIA (Large Value)

Return

32.5%

[

6.8%

annualized]

Dec 31 2020 - Apr 03 2025

-9.9%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

-3.3%

[

-0.8%

annualized]

Dec 31 2020 - Apr 03 2025

-21.8%

Below
Peak
Nov '21

Performance Range:

As of Apr 03 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)	5396.52	-4.8%	-3.3%	-6.6%	-9.2%	-6.2%	4.8%	23.3%	-8.2%	17.8%	116.8%	12.5%	50.9%	-12.2%	Feb '25
DJIA (Large Value)	40545.93	-4.0%	-2.5%	-4.6%	-5.1%	-4.3%	5.0%	12.9%	-4.7%	16.1%	92.6%	10.8%	38.8%	-9.9%	Dec '24
Russell 2000 (Small Cap)	1910.55	-6.6%	-5.6%	-8.1%	-15.8%	-13.7%	-7.0%	10.0%	-14.3%	-8.8%	81.6%	-15.9%	13.2%	-21.8%	Nov '21
NASDAQ Comp (Tech/Growth)	16550.61	-6.0%	-4.5%	-9.5%	-15.7%	-8.8%	3.1%	28.6%	-14.3%	13.9%	124.5%	4.5%	58.9%	-18.0%	Dec '24
Aggregate Bond	99.37	0.5%	1.0%	0.8%	3.6%	1.3%	6.5%	1.6%	3.5%	2.8%	-0.9%	-2.6%	13.7%	-5.4%	Aug '20
Muni ~7yrs	105.80	0.5%	0.8%	-0.8%	0.0%	-0.5%	2.1%	1.3%	0.1%	4.8%	8.4%	-0.8%	9.7%	-1.5%	Dec '24
Corp Bond	108.90	-0.01%	0.8%	0.1%	3.3%	-0.2%	5.9%	0.9%	3.1%	1.2%	6.6%	-5.6%	19.6%	-8.4%	Sep '21
High Yield Bond	77.87	-1.2%	-0.7%	-1.7%	0.0%	0.7%	7.4%	8.0%	0.4%	12.1%	37.6%	7.7%	26.0%	-1.9%	Feb '25
Preferred	29.99	-2.0%	-2.2%	-3.7%	-4.9%	-6.6%	-0.5%	7.2%	-3.0%	-0.7%	31.7%	-7.1%	14.1%	-7.8%	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	83.08	-4.5%	-2.3%	-2.7%	0.3%	-11.8%	-7.9%	0.1%	-0.8%	-0.7%	115.4%	-0.7%	27.4%	-14.1%	Oct '24
Consumer Discretionary/Cyclical	191.03	-6.0%	-3.1%	-8.0%	-15.2%	-3.2%	8.4%	26.5%	-14.6%	3.6%	115.3%	-6.6%	40.5%	-19.8%	Dec '24
Financial Services	47.69	-4.9%	-3.1%	-4.1%	-1.5%	5.3%	17.6%	30.6%	-1.0%	32.4%	166.6%	27.9%	64.6%	-8.3%	Feb '25
Real Estate	88.02	-3.4%	-1.9%	-4.6%	-0.6%	-5.6%	9.8%	4.8%	-0.2%	-9.4%	65.1%	-13.0%	27.7%	-13.7%	Dec '21
Communication Services	92.53	-4.5%	-3.4%	-7.4%	-5.2%	2.4%	14.5%	34.7%	-4.1%	33.9%	129.8%	22.2%	99.3%	-11.9%	Feb '25
Energy	86.74	-7.9%	-6.2%	0.5%	-0.1%	-5.4%	-7.7%	5.6%	2.1%	25.3%	257.4%	70.6%	18.1%	-9.4%	Nov '24
Industrials	125.85	-5.4%	-3.3%	-4.2%	-4.9%	-6.4%	3.0%	17.3%	-4.2%	29.6%	141.6%	26.4%	54.6%	-11.9%	Nov '24
Technology	195.23	-6.8%	-5.4%	-10.5%	-17.0%	-13.0%	-3.7%	21.6%	-15.9%	24.0%	164.0%	14.3%	70.9%	-19.2%	Feb '25
Consumer Staples/Defensive	82.02	0.6%	2.0%	0.4%	5.3%	2.0%	13.4%	12.2%	4.9%	16.3%	69.1%	15.8%	29.6%	-1.4%	Feb '25
Healthcare	143.13	-0.8%	-1.0%	-3.0%	3.4%	-4.8%	2.5%	2.5%	4.4%	9.7%	78.4%	8.1%	22.2%	-7.9%	Sep '24
Utilities	78.92	-0.6%	1.2%	1.8%	3.1%	-1.4%	25.2%	23.3%	5.0%	15.7%	78.2%	23.2%	38.9%	-3.4%	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	112.91	-3.8%	-2.9%	-4.9%	-4.7%	-4.7%	6.0%	17.4%	-3.9%	17.5%	105.4%	12.0%	52.3%	-9.0%	Feb '25
MSCI Emerging Markets	42.97	-2.1%	-1.8%	-0.5%	1.9%	-7.0%	6.9%	6.5%	2.7%	-1.0%	44.6%	-6.0%	32.5%	-18.6%	Feb '21
FTSE Europe	69.61	-1.4%	-1.9%	-1.9%	10.2%	1.5%	8.0%	1.9%	10.1%	22.3%	98.1%	12.2%	64.4%	-4.9%	Mar '25
MSCI Japan	65.41	-4.1%	-5.5%	-4.7%	-2.8%	-7.6%	-3.9%	7.0%	-2.5%	10.8%	53.3%	3.2%	40.5%	-9.0%	Sep '24
MSCI India	51.18	-0.7%	-0.2%	7.0%	-4.1%	-9.7%	0.0%	8.6%	-2.8%	11.2%	150.7%	10.9%	27.4%	-12.9%	Sep '24
MSCI China	53.67	-0.9%	-1.6%	0.1%	15.7%	-4.0%	36.6%	17.7%	14.5%	2.7%	5.4%	-7.6%	41.9%	-39.8%	Feb '21
International Bond	49.00	0.4%	0.6%	0.4%	0.7%	1.0%	4.2%	3.6%	0.5%	3.7%	1.6%	-0.9%	14.7%	-3.6%	Dec '20
iShares Latin America	24.06	0.4%	1.2%	8.2%	15.3%	-3.9%	-8.9%	-23.1%	15.1%	-2.5%	95.9%	30.2%	17.0%	-24.7%	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	494.16	-4.8%	-3.3%	-6.5%	-8.9%	-5.5%	6.2%	25.0%	-8.0%	23.2%	133.9%	18.2%	56.5%	-12.0%	Feb '25
US Large Growth	346.45	-5.6%	-3.9%	-9.3%	-14.8%	-7.4%	5.4%	33.1%	-13.6%	24.9%	147.7%	15.1%	69.0%	-17.1%	Dec '24
US Large Value	181.40	-4.1%	-2.6%	-3.5%	-2.3%	-3.4%	5.3%	14.2%	-1.6%	16.0%	110.4%	15.0%	39.6%	-8.3%	Nov '24

US MidCap Blend	249.18	-4.9%	-3.1%	-4.8%	-6.3%	-4.7%	4.2%	15.7%	-5.2%	9.2%	117.2%	4.0%	38.7%	-11.7%	Nov '24
US MidCap Growth	235.35	-5.4%	-3.6%	-6.6%	-9.1%	-3.3%	3.3%	16.4%	-7.1%	6.0%	101.4%	-4.1%	41.6%	-14.9%	Feb '25
US MidCap Value	154.84	-4.4%	-2.7%	-3.5%	-4.0%	-6.2%	3.9%	14.0%	-3.7%	10.9%	129.3%	11.0%	34.3%	-11.0%	Nov '24

US Small Blend	210.85	-6.7%	-4.9%	-7.4%	-13.1%	-10.2%	-3.5%	14.2%	-11.9%	3.0%	113.5%	-2.5%	26.5%	-18.8%	Nov '24
US Small Growth	243.75	-6.4%	-5.4%	-8.1%	-17.2%	-13.4%	-6.1%	15.0%	-15.2%	-4.4%	72.9%	-15.8%	19.6%	-25.5%	Feb '21
US Small Value	142.93	-6.5%	-5.5%	-7.7%	-13.5%	-12.7%	-5.6%	7.6%	-12.7%	-6.5%	111.1%	-9.3%	14.3%	-20.5%	Nov '24

Foreign Large Blend	80.32	-2.1%	-2.6%	-2.6%	6.1%	-1.4%	5.2%	3.5%	6.2%	17.5%	82.2%	10.7%	53.9%	-5.4%	Mar '25
Foreign Growth	98.30	-2.3%	-2.5%	-5.4%	1.3%	-6.8%	-1.6%	1.5%	1.5%	5.1%	54.2%	-7.1%	40.9%	-9.2%	Sep '21
Foreign Value	57.98	-1.8%	-2.5%	0.1%	10.3%	3.6%	12.2%	5.4%	10.5%	30.4%	107.9%	30.0%	66.8%	-4.5%	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	23.74		-0.7%	-0.8%	-0.9%	-0.8%	1.5%	5.1%	8.3%	-0.6%	20.2%	41.2%	20.2%	25.7%	-1.4%	Feb '25
Ultra Short- Janus AAA CLO	50.27		-0.5%	-0.3%	-0.3%	0.4%	2.1%	5.7%	7.4%	0.4%	17.4%	-	17.1%	19.2%	-0.5%	Apr '25
Bank Loan- Invesco	20.52		-1.0%	-0.9%	-1.2%	-1.1%	1.0%	5.6%	8.2%	-1.0%	17.4%	40.1%	17.6%	23.5%	-1.6%	Feb '25
Interval CEF- Cliffwater	10.57	p	EOD	-2.6%	-2.1%	-0.6%	2.1%	8.4%	12.6%	-0.5%	26.5%	50.7%	28.9%	25.6%	-2.6%	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	41.69		-5.2%	-3.8%	-6.5%	-10.3%	-8.3%	2.2%	27.9%	-8.9%	40.7%	-	44.4%	59.4%	-13.6%	Jan '25
Int’l Min Volatility- Franklin	31.64		-2.0%	-2.7%	-0.6%	3.8%	4.2%	12.8%	15.9%	4.1%	42.3%	110.6%	46.1%	56.8%	-3.7%	Mar '25
MidCap 30 - Hennessy (hi fee)	21.96	p	EOD	1.9%	-0.1%	-9.1%	-7.3%	5.8%	34.6%	-7.7%	62.4%	368.1%	66.9%	71.6%	-15.7%	Nov '24
Small Value- Avantis	81.63		-8.2%	-6.3%	-7.5%	-15.7%	-14.1%	-9.0%	9.3%	-15.1%	7.8%	210.8%	6.9%	22.7%	-22.7%	Nov '24
Mid Value- Pacer Cash Cows	51.85		-5.6%	-4.6%	-5.8%	-8.7%	-10.4%	-8.1%	10.6%	-7.8%	10.0%	174.9%	16.9%	26.4%	-14.8%	Nov '24
Growth- S&P Momentum	88.65		-5.8%	-3.8%	-7.6%	-8.3%	-2.9%	12.8%	45.8%	-6.5%	50.8%	167.0%	43.5%	76.3%	-14.0%	Feb '25
Invesco S&P Quality	64.04		-3.6%	-2.6%	-6.5%	-4.7%	-3.8%	9.4%	25.4%	-4.2%	33.4%	132.6%	25.9%	65.9%	-9.8%	Feb '25
Rotation Factor- BlackRock	46.81		-4.8%	-3.5%	-7.0%	-9.3%	-5.3%	8.1%	30.3%	-8.3%	38.8%	144.0%	29.1%	74.9%	-12.6%	Feb '25
US Min Volatility- Fidelity	59.01		-3.0%	-1.9%	-3.9%	-2.4%	-2.5%	8.9%	16.1%	-2.2%	22.5%	109.5%	19.0%	45.1%	-6.4%	Feb '25
Derivative Income- JPMorgan	55.21		-3.1%	-1.9%	-4.1%	-3.0%	-3.0%	4.9%	12.6%	-2.3%	18.3%	-	17.1%	33.7%	-6.4%	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	14.93	p	EOD	-0.3%	-0.6%	0.8%	4.6%	5.1%	12.1%	0.5%	22.9%	34.6%	22.2%	21.8%	-1.8%	Feb '25
Multistrategy- AQR	13.19	p	EOD	0.6%	1.9%	6.8%	10.2%	8.5%	13.3%	7.1%	42.7%	-	51.3%	35.2%	-0.1%	Apr '25
Long Short- AQR	17.57	p	EOD	1.0%	2.3%	8.7%	17.8%	23.4%	30.5%	9.7%	94.8%	187.0%	110.7%	101.0%	-0.6%	Mar '25
Mkt Neutral- BlackRock	14.23	p	EOD	1.2%	2.7%	4.6%	8.1%	15.1%	21.4%	5.4%	51.3%	56.2%	50.6%	51.2%	New Peak	Apr '25
Multi Strategy- Variant	26.75	p	EOD	0.1%	0.6%	1.6%	3.8%	4.3%	5.1%	1.7%	20.7%	44.7%	23.2%	19.1%	New Peak	Apr '25
Long Short- First Trust	62.92		-1.7%	-0.9%	-2.7%	-5.4%	-0.5%	4.9%	18.8%	-4.2%	28.6%	79.4%	26.2%	39.5%	-7.5%	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)	150.72	-4.0%	-2.3%	-11.7%	-21.3%	-9.6%	0.6%	36.0%	-20.3%	5.9%	177.2%	4.4%	55.2%	-26.9%	Feb '25
Meta (Communications)	531.62	-9.0%	-7.8%	-16.9%	-12.0%	-10.6%	4.4%	66.0%	-9.1%	128.4%	246.4%	57.8%	318.9%	-27.8%	Feb '25
Amazon (Cyclical)	178.41	-9.0%	-7.4%	-12.5%	-20.4%	-4.3%	-0.9%	44.4%	-18.7%	6.0%	87.2%	4.7%	58.0%	-26.3%	Feb '25
Tesla (Cyclical)	267.28	-5.5%	1.4%	-1.7%	-34.9%	6.9%	56.2%	62.5%	-33.8%	-30.0%	735.2%	-33.2%	23.0%	-44.3%	Dec '24
Procter & Gamble (Defensive)	172.39	1.7%	2.6%	-0.5%	5.0%	3.3%	13.6%	17.3%	3.5%	20.6%	69.5%	14.7%	47.5%	-3.5%	Dec '24
PepsiCo (Defensive)	151.37	1.5%	1.4%	-1.0%	2.0%	-8.3%	-7.8%	-7.6%	0.4%	-2.3%	40.6%	-3.8%	-3.7%	-17.9%	May '23
Coca-Cola (Defensive)	73.18	2.6%	4.0%	5.0%	19.4%	5.9%	27.1%	8.9%	18.4%	28.0%	94.7%	36.1%	43.1%	New Peak	Apr '25
Exxon Mobil (Energy)	112.43	-5.3%	-4.5%	4.5%	5.2%	-8.4%	-2.9%	11.3%	5.5%	50.0%	263.5%	98.5%	24.2%	-8.8%	Oct '24
Chevron (Energy)	156.12	-6.2%	-6.0%	2.7%	6.8%	5.8%	1.4%	1.3%	9.0%	6.7%	159.4%	48.7%	9.4%	-8.9%	Jan '23
JPMorgan Chase (Financial)	228.69	-7.0%	-5.8%	-8.6%	-5.5%	8.8%	18.9%	44.3%	-4.1%	82.9%	210.8%	54.6%	133.9%	-18.3%	Feb '25
Visa (Financial)	339.39	-2.0%	-1.0%	-3.6%	8.0%	22.6%	24.8%	22.3%	7.6%	52.5%	131.6%	57.1%	94.1%	-6.4%	Feb '25
Mastercard (Financial)	530.55	-3.1%	-1.9%	-4.4%	1.9%	6.9%	13.6%	24.2%	0.9%	47.2%	130.2%	45.8%	89.7%	-7.9%	Feb '25
Bank of America (Financial)	37.22	-11.1%	-9.8%	-12.2%	-16.4%	-6.1%	3.3%	33.9%	-14.8%	-1.2%	110.4%	-12.2%	33.4%	-21.5%	Feb '25
UnitedHealth (Health)	540.44	3.3%	4.7%	14.4%	5.8%	-7.8%	20.6%	-2.4%	7.3%	10.8%	153.4%	12.8%	12.3%	-12.9%	Nov '24
Johnson & Johnson (Health)	159.82	2.9%	-2.4%	-3.4%	11.7%	1.3%	8.2%	-4.8%	11.4%	-1.0%	37.1%	2.4%	5.9%	-6.1%	Apr '22
Eli Lilly (Health)	789.09	-3.6%	-4.1%	-13.4%	1.1%	-10.8%	3.4%	33.3%	2.4%	178.3%	500.8%	199.7%	148.2%	-17.5%	Aug '24
Union Pacific (Industrials)	223.97	-6.1%	-3.5%	-7.3%	-2.7%	-5.2%	-4.9%	-5.1%	-1.2%	-6.8%	80.3%	-2.6%	23.6%	-13.2%	Mar '22
Honeywell (Industrials)	206.68	-4.3%	-1.7%	-0.6%	-8.3%	2.5%	7.7%	10.0%	-8.0%	12.3%	79.8%	7.1%	26.1%	-12.0%	Dec '24
Apple (IT)	203.19	-9.2%	-6.8%	-13.9%	-16.4%	-10.2%	20.9%	30.7%	-18.8%	15.7%	246.8%	13.6%	48.8%	-21.5%	Dec '24
Microsoft (IT)	373.11	-2.4%	-1.5%	-4.0%	-11.7%	-10.0%	-10.0%	12.9%	-11.3%	21.5%	153.4%	14.6%	68.8%	-19.7%	Jul '24
Nvidia (IT)	101.80	-7.8%	-7.2%	-12.2%	-29.5%	-18.5%	18.5%	171.2%	-24.2%	272.7%	1575.6%	238.6%	786.2%	-31.9%	Jan '25
Broadcom (IT)	154.01	-10.5%	-8.9%	-17.6%	-33.6%	-12.3%	18.3%	110.5%	-33.4%	158.6%	646.9%	149.2%	275.0%	-38.0%	Dec '24
Adobe (IT)	367.25	-4.8%	-4.8%	-17.7%	-14.7%	-27.6%	-24.6%	-25.5%	-17.4%	-21.7%	25.1%	-34.9%	28.3%	-46.6%	Nov '21
Oracle (IT)	137.23	-5.9%	-2.6%	-12.9%	-17.3%	-19.3%	11.7%	60.0%	-17.4%	70.4%	199.5%	63.6%	121.6%	-28.5%	Nov '24
salesforce.com (IT)	255.23	-6.0%	-5.5%	-11.2%	-23.3%	-11.2%	-12.9%	27.8%	-23.7%	17.3%	91.1%	0.5%	80.4%	-30.5%	Dec '24
Linde PLC (Materials)	467.22	-0.5%	1.8%	1.6%	13.4%	0.4%	3.5%	3.2%	12.0%	51.4%	209.4%	44.2%	77.7%	-3.3%	Oct '24
Sherwin-Williams (Materials)	340.65	-3.7%	0.3%	-4.1%	1.4%	-7.9%	4.1%	9.9%	0.4%	35.2%	154.3%	3.5%	73.0%	-14.6%	Nov '24
American Tower (Real Estate)	228.19	4.7%	5.9%	10.2%	25.0%	3.7%	24.0%	-12.2%	24.4%	-2.9%	16.8%	-12.6%	33.7%	-16.7%	Sep '21
Prologis Inc. (Real Estate)	101.59	-9.6%	-8.0%	-15.8%	-3.0%	-15.5%	-15.7%	-18.1%	-3.0%	-32.2%	57.5%	-32.3%	9.1%	-35.8%	Apr '22
NextEra Energy (Utilities)	72.14	2.4%	2.4%	1.8%	1.0%	-12.7%	16.4%	21.5%	1.5%	-8.7%	46.9%	-14.2%	6.3%	-15.8%	Dec '21
Duke Energy (Utilities)	124.05	3.0%	3.9%	6.6%	16.2%	10.8%	34.0%	15.6%	16.2%	25.2%	99.9%	36.6%	59.9%	New Peak	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	p	EOD	0.5%	0.0%	1.7%	0.5%	6.1%	4.7%	1.8%	6.1%	15.8%	0.7%	20.7%	-0.5%	Feb '25
Moderate-60% Stock	56.29		-2.5%	-1.6%	-2.8%	-1.7%	-2.7%	5.5%	10.7%	-1.4%	11.9%	55.8%	6.4%	35.1%	-4.8%	Feb '25
Mod Agg-80% Stock	44.38	p	EOD	0.8%	-0.6%	-0.2%	-0.8%	8.6%	13.1%	0.5%	17.2%	85.0%	11.5%	46.4%	-3.9%	Feb '25
Aggressive-90% Stock	26.38	p	EOD	0.9%	-1.0%	-1.0%	-1.8%	6.8%	12.6%	-0.2%	14.4%	95.2%	8.6%	45.1%	-5.1%	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	83064.36	0.7%	-1.5%	-4.8%	-15.4%	33.8%	21.2%	121.1%	-11.1%	78.2%	1109.5%	78.8%	333.6%	-21.7%	Jan '25
Ethereum	1814.83	1.1%	-4.3%	-16.4%	-50.4%	-24.8%	-45.5%	46.1%	-45.5%	-48.5%	1149.7%	-51.8%	40.2%	-62.3%	Nov '21
BNB	593.02	0.4%	-4.3%	1.6%	-16.9%	6.8%	1.3%	124.4%	-15.4%	32.5%	4189.6%	15.8%	118.9%	-21.0%	Dec '24
Solana	117.06	-0.6%	-9.6%	-19.2%	-46.0%	-18.2%	-36.4%	86.5%	-38.2%	-11.6%	-	-31.3%	275.6%	-55.3%	Jan '25
Bitcoin ETF	46.57	-5.7%	-2.1%	-5.7%	-16.8%	31.1%	19.2%	-	-12.2%	-	-	-	-	-23.3%	Dec '24
Grayscale Bitcoin (hi fee)	64.76	-5.7%	-2.1%	-5.8%	-17.0%	30.4%	6.1%	113.8%	-12.5%	101.9%	765.8%	89.0%	477.7%	-23.6%	Dec '24
Bloomberg Commodities	21.00	-2.6%	-1.4%	0.8%	6.8%	4.2%	6.8%	5.5%	6.3%	-6.5%	87.5%	17.4%	1.8%	-14.5%	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	4.48	-1.5%	-3.2%	-0.7%	-6.8%	5.1%	0.3%	19.1%	-6.3%	81.3%	269.4%	122.5%	15.5%	-70.5%	Oct '81
10yr Treasury rate	4.05	-3.4%	-4.7%	-3.7%	-11.8%	1.9%	-5.9%	18.3%	-11.3%	68.1%	590.8%	149.1%	3.9%	-74.4%	Sep '81
5yr Treasury rate	3.76	-4.8%	-5.5%	-6.0%	-14.7%	-1.4%	-12.4%	14.1%	-14.1%	47.2%	924.8%	175.5%	-8.5%	-76.9%	Sep '81
13-week T-bill	4.18	-0.4%	-0.1%	-0.2%	-0.2%	-7.1%	-19.6%	-18.8%	-0.5%	677.9%	7115.5%	7796.2%	18.5%	-75.6%	Dec '80
Crude Oil	66.86	0.4%	-3.6%	-2.1%	-9.6%	-10.1%	-22.8%	0.1%	-6.8%	-35.3%	135.9%	-12.1%	-23.4%	-54.0%	Jul '08
Gold	3133.50	-0.05%	1.5%	7.7%	18.5%	18.4%	36.9%	27.5%	19.2%	62.4%	91.8%	74.1%	87.6%	-0.2%	Apr '25
EUR/USD	1.10	-0.07%	2.3%	5.4%	7.6%	0.7%	1.9%	-6.0%	6.1%	0.6%	1.8%	-2.9%	13.8%	-30.9%	Apr '08
USD/JPY	146.39	0.4%	-3.0%	-2.0%	-7.0%	-1.5%	-3.2%	11.0%	-6.8%	19.2%	35.5%	27.1%	-0.2%	-9.4%	Jul '24
S&P 500 Volatility Index	30.02	39.6%	38.7%	27.7%	86.1%	56.3%	83.6%	39.4%	73.0%	61.7%	-35.9%	80.8%	-10.6%	-63.7%	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	50.75		0.2%	0.2%	0.5%	2.0%	2.6%	6.9%	6.5%	2.0%	15.6%	21.7%	12.7%	17.7%	New Peak	Apr '25
Interm Muni- JPMorgan	50.20		0.5%	0.9%	-0.3%	0.8%	0.2%	3.1%	1.9%	0.9%	7.3%	11.0%	0.9%	12.0%	-0.6%	Feb '25
Interm Bond- Janus MSB	45.39		0.8%	0.9%	0.9%	4.1%	1.5%	7.0%	1.5%	4.0%	4.1%	2.5%	-1.4%	14.6%	-2.4%	Aug '21
Interm Bond- Vanguard	77.05		0.7%	1.2%	1.2%	4.2%	1.7%	7.0%	1.6%	4.1%	4.2%	1.4%	-2.0%	15.1%	-5.0%	Aug '20
Multisector Bond- Intrepid	8.96	p	EOD	0.0%	-0.4%	1.1%	3.0%	9.3%	10.4%	1.3%	19.9%	54.8%	20.2%	26.3%	-0.7%	Feb '25
Int’l Bond- JPMorgan	47.80		0.3%	0.2%	-0.1%	2.1%	1.7%	5.8%	3.5%	2.4%	11.0%	23.2%	7.6%	20.9%	-0.1%	Feb '25
Long Bond- Vanguard	75.89		-0.4%	0.8%	-0.8%	3.1%	-2.5%	4.2%	-1.9%	2.8%	-7.1%	-0.8%	-15.1%	19.8%	-18.6%	Sep '21
Long CA Muni- PIMCO	9.33	p	EOD	0.5%	-1.6%	-0.1%	-1.0%	2.7%	2.9%	0.0%	6.6%	12.0%	-0.4%	14.5%	-1.9%	Dec '24
Long Muni- iShares	56.48		0.5%	0.9%	-0.8%	-0.6%	-0.8%	1.9%	1.6%	-0.7%	4.5%	5.9%	-2.2%	9.2%	-2.5%	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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Feb '25

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Dec '24

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