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S&P 500

Return

76.6%

[

12.8%

annualized]

Dec 31 2020 - Sep 18 2025

New Peak

DJIA (Large Value)

Return

50.8%

[

9.1%

annualized]

Dec 31 2020 - Sep 18 2025

New Peak

Russell 2000 (Small Cap)

Return

25.0%

[

4.8%

annualized]

Dec 31 2020 - Sep 18 2025

New Peak

Performance Range:

As of Sep 18 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	6631.96	0.5%	0.7%	3.4%	10.9%	16.9%	16.1%	23.3%	12.8%	70.1%	99.8%	38.3%	85.4%	New Peak	Sep '25
DJIA (Large Value)	46142.42	0.3%	0.7%	2.7%	9.4%	10.0%	9.8%	12.9%	8.5%	48.8%	66.8%	26.1%	58.0%	New Peak	Sep '25
Russell 2000 (Small Cap)	2467.70	2.5%	2.9%	8.4%	16.8%	18.5%	9.5%	10.0%	10.7%	36.1%	60.6%	8.6%	46.2%	New Peak	Sep '25
NASDAQ Comp (Tech/Growth)	22470.72	0.9%	1.5%	5.4%	15.0%	26.6%	24.7%	28.6%	16.4%	94.8%	108.2%	41.9%	115.7%	New Peak	Sep '25
Aggregate Bond	100.29	-0.3%	-0.2%	1.6%	3.2%	3.5%	2.6%	1.3%	6.2%	12.8%	-2.3%	-0.4%	16.3%	-2.8%	Dec '20
Corp Bond	111.83	-0.2%	-0.2%	2.3%	4.7%	4.9%	3.1%	0.9%	7.9%	18.5%	-1.6%	-1.2%	25.2%	-4.2%	Sep '21
High Yield Bond	81.23	0.2%	0.3%	1.5%	3.6%	5.3%	7.4%	8.0%	7.3%	30.1%	25.7%	15.1%	34.7%	New Peak	Sep '25
Preferred	32.10	0%	0.4%	2.4%	7.8%	5.8%	2.5%	7.2%	6.7%	19.5%	17.4%	3.0%	26.4%	New Peak	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	90.87	0%	-0.9%	0.9%	5.0%	5.2%	-2.2%	0.1%	9.1%	30.3%	52.7%	9.2%	40.1%	-5.5%	Oct '24
Consumer Discretionary/Cyclical	240.48	-0.5%	0.8%	4.6%	14.5%	22.5%	23.1%	26.5%	7.7%	54.2%	74.0%	17.9%	77.3%	-0.7%	Sep '25
Financial Services	54.13	0.09%	0.6%	2.9%	8.2%	10.0%	20.3%	30.6%	12.8%	70.7%	140.1%	45.7%	87.4%	New Peak	Sep '25
Real Estate	92.25	0.2%	-0.6%	2.0%	3.6%	3.0%	-2.4%	4.8%	5.7%	16.2%	39.3%	-7.9%	35.1%	-8.7%	Dec '21
Communication Services	118.92	0.08%	1.3%	7.9%	15.2%	23.2%	35.2%	34.7%	23.5%	133.7%	112.0%	57.5%	156.8%	-0.1%	Sep '25
Energy	89.71	-0.3%	1.3%	5.4%	2.7%	-1.8%	4.2%	5.6%	6.4%	27.0%	226.5%	77.9%	23.1%	-5.5%	Nov '24
Industrials	152.75	1.1%	0.8%	0.9%	7.7%	15.0%	15.5%	17.3%	16.6%	77.2%	109.4%	53.9%	88.2%	-1.4%	Jul '25
Technology	276.12	1.7%	1.9%	5.5%	14.5%	28.9%	24.3%	21.6%	19.2%	118.0%	157.3%	61.9%	142.1%	New Peak	Sep '25
Consumer Staples/Defensive	79.54	-0.9%	-1.0%	-3.9%	-0.4%	1.0%	-1.3%	12.2%	2.4%	20.0%	42.3%	13.1%	26.5%	-4.4%	Aug '25
Healthcare	137.47	0.2%	-0.5%	0.5%	3.7%	-5.6%	-10.3%	2.5%	0.8%	13.9%	41.0%	4.3%	18.0%	-11.1%	Sep '24
Utilities	84.41	0.07%	-1.3%	-1.9%	5.5%	8.4%	11.4%	23.3%	13.1%	22.7%	68.4%	32.6%	49.6%	-3.3%	Aug '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	137.54	0.4%	0.9%	3.6%	10.7%	16.7%	18.3%	17.4%	18.0%	71.4%	87.7%	37.5%	86.9%	New Peak	Sep '25
MSCI Emerging Markets	53.13	-0.2%	1.7%	6.6%	14.0%	18.6%	24.6%	6.5%	28.3%	51.1%	33.6%	17.4%	65.4%	-0.2%	Sep '25
FTSE Europe	79.71	0.4%	0.4%	0.9%	6.0%	10.5%	15.9%	1.9%	28.0%	73.3%	73.6%	30.4%	91.0%	-0.6%	Aug '25
MSCI Japan	81.49	0.4%	0.9%	1.8%	11.6%	14.6%	17.1%	7.0%	22.4%	66.0%	50.2%	29.6%	76.5%	New Peak	Sep '25
MSCI India	53.74	-0.5%	1.1%	0.2%	-0.1%	6.2%	-6.9%	8.6%	2.1%	24.5%	68.6%	16.4%	33.8%	-8.6%	Sep '24
MSCI China	64.75	-1.6%	1.3%	8.7%	20.1%	12.1%	56.2%	17.7%	39.5%	51.8%	-2.9%	12.6%	72.9%	-26.6%	Feb '21
International Bond	49.39	-0.1%	0.0%	0.5%	0.6%	2.7%	2.8%	3.6%	2.4%	13.2%	-0.4%	1.0%	16.9%	-1.7%	Dec '20
iShares Latin America	28.39	-0.7%	1.6%	10.4%	11.7%	18.9%	15.4%	-23.1%	39.0%	39.8%	80.5%	57.3%	41.3%	-0.7%	Sep '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	608.94	0.5%	0.7%	3.5%	11.2%	17.6%	17.5%	25.0%	13.8%	77.6%	115.1%	46.1%	93.5%	New Peak	Sep '25
US Large Growth	464.13	0.6%	0.9%	4.8%	14.3%	25.9%	24.9%	33.1%	15.8%	106.5%	128.6%	54.3%	126.6%	New Peak	Sep '25
US Large Value	203.11	0.5%	0.2%	2.1%	7.4%	8.2%	9.4%	14.2%	10.7%	45.1%	86.3%	29.3%	57.0%	-0.4%	Sep '25

US MidCap Blend	292.12	0.7%	0.1%	1.9%	7.8%	12.4%	13.3%	15.3%	11.5%	48.4%	79.8%	21.9%	62.6%	-0.5%	Sep '25
US MidCap Growth	292.93	0.8%	0.5%	2.6%	7.8%	18.1%	22.6%	16.4%	15.8%	61.1%	72.7%	19.6%	76.5%	-0.3%	Sep '25
US MidCap Value	173.15	0.5%	-0.2%	1.3%	7.6%	8.0%	6.1%	14.0%	8.3%	37.8%	87.6%	24.8%	50.9%	-0.7%	Sep '25

US Small Blend	259.17	1.5%	1.5%	5.3%	12.4%	14.6%	10.6%	14.2%	8.7%	44.7%	80.0%	20.2%	56.0%	New Peak	Sep '25
US Small Growth	323.85	2.8%	3.5%	9.2%	17.0%	21.7%	14.2%	15.0%	12.8%	48.9%	50.2%	12.0%	59.0%	-1.0%	Feb '21
US Small Value	178.94	2.2%	1.9%	7.1%	16.6%	15.9%	6.9%	7.6%	9.8%	33.1%	90.1%	14.0%	43.7%	-0.1%	Nov '24

Foreign Large Blend	93.36	0.4%	0.4%	1.4%	7.2%	11.9%	15.9%	3.5%	25.6%	67.3%	66.1%	30.9%	82.0%	-0.3%	Sep '25
Foreign Growth	114.46	0.8%	1.1%	2.1%	5.5%	10.3%	9.2%	1.5%	19.4%	53.2%	34.8%	9.3%	65.6%	New Peak	Sep '25
Foreign Value	67.45	-0.2%	-0.5%	0.2%	8.5%	13.5%	22.3%	5.4%	31.4%	80.9%	99.0%	54.5%	98.3%	-1.4%	Aug '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	24.17		-0.06%	0.0%	0.2%	1.6%	3.4%	6.1%	8.3%	3.6%	28.1%	33.7%	25.3%	31.1%	-0.1%	Aug '25
Ultra Short- Janus AAA CLO	50.71		0.06%	0.1%	0.0%	1.0%	2.7%	5.2%	7.4%	3.1%	21.3%	-	20.3%	22.5%	-0.2%	Aug '25
Bank Loan- Invesco	21.03		0.10%	0.2%	0.9%	2.4%	4.8%	7.3%	8.2%	4.7%	28.4%	30.2%	24.3%	30.6%	New Peak	Sep '25
Interval CEF- Cliffwater	10.74	p	EOD	0.1%	0.7%	2.2%	4.4%	9.5%	12.6%	6.4%	31.6%	57.4%	37.7%	34.2%	New Peak	Sep '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	52.06	0.8%	0.9%	3.3%	11.1%	17.8%	15.5%	27.9%	14.1%	89.1%	167.1%	80.8%	99.6%	New Peak	Sep '25
Int’l Min Volatility- Franklin	34.38	0.2%	-0.4%	-1.0%	5.5%	6.5%	15.8%	15.9%	15.0%	62.9%	107.9%	61.4%	73.3%	-2.3%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.50	0.7%	0.3%	2.6%	8.1%	11.1%	4.9%	34.6%	2.9%	88.8%	186.1%	86.2%	91.4%	-5.9%	Nov '24
Small Value- Avantis	102.12	1.7%	2.0%	7.1%	14.5%	16.0%	7.1%	9.3%	6.7%	49.0%	148.4%	34.4%	54.2%	-2.8%	Nov '24
Mid Value- Pacer Cash Cows	57.41	0.2%	0.3%	0.7%	5.3%	3.4%	0.7%	10.6%	2.4%	37.6%	118.8%	29.8%	40.4%	-5.4%	Nov '24
Growth- S&P Momentum	121.45	0.6%	0.8%	5.0%	13.5%	29.0%	35.0%	45.8%	28.3%	136.0%	167.3%	97.0%	142.1%	New Peak	Sep '25
Invesco S&P Quality	73.11	0.3%	0.9%	1.0%	5.8%	9.8%	9.8%	25.4%	9.7%	77.3%	104.4%	44.1%	89.9%	New Peak	Sep '25
Rotation Factor- BlackRock	58.71	0.4%	0.6%	3.7%	12.3%	19.8%	20.3%	30.3%	15.4%	104.1%	133.1%	62.5%	120.2%	New Peak	Sep '25
US Min Volatility- Fidelity	65.67	-0.2%	0.0%	2.1%	7.4%	9.0%	9.1%	16.1%	9.2%	52.3%	78.6%	32.9%	62.1%	-0.3%	Sep '25
Derivative Income- JPMorgan	56.93	0.02%	0.1%	0.0%	3.5%	3.2%	3.8%	12.6%	4.0%	34.1%	64.8%	24.7%	42.3%	-0.8%	Aug '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	15.95		-0.06%	0.1%	-0.3%	4.0%	5.6%	13.8%	12.1%	7.4%	30.6%	36.9%	30.6%	30.1%	-0.8%	Aug '25
Multistrategy- AQR	13.84	p	EOD	0.1%	3.1%	4.1%	5.8%	14.6%	13.3%	12.4%	44.0%	80.2%	58.7%	41.8%	-0.3%	Sep '25
Long Short- AQR	19.67	p	EOD	0.1%	3.0%	5.9%	13.0%	30.5%	30.5%	22.8%	122.1%	209.9%	135.9%	125.0%	-0.5%	Sep '25
Mkt Neutral- BlackRock	14.58	p	EOD	-0.3%	3.6%	4.8%	10.0%	17.7%	21.4%	13.6%	65.2%	63.3%	62.3%	62.9%	-0.8%	Sep '25
Multi Strategy- Variant	26.88	p	EOD	0.1%	0.5%	1.7%	3.1%	7.1%	5.1%	4.6%	21.2%	45.8%	26.7%	22.4%	New Peak	Sep '25
Long Short- First Trust	69.13		0.2%	0.5%	2.7%	6.7%	8.4%	10.3%	18.8%	5.6%	48.6%	72.8%	39.1%	53.8%	New Peak	Sep '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)	252.03	1.0%	4.7%	25.1%	45.5%	54.1%	56.1%	36.0%	33.6%	146.2%	249.8%	75.0%	160.1%	New Peak	Sep '25
Meta (Communications)	780.25	0.6%	3.3%	3.8%	12.1%	33.7%	39.9%	66.0%	33.5%	430.0%	210.7%	131.7%	515.3%	-1.2%	Aug '25
Amazon (Cyclical)	231.23	-0.2%	1.3%	1.4%	8.8%	18.3%	21.8%	44.4%	5.4%	85.5%	56.5%	35.7%	104.8%	-4.5%	Feb '25
Tesla (Cyclical)	416.85	-2.1%	5.3%	26.6%	29.4%	76.7%	70.9%	62.5%	3.2%	34.9%	182.8%	4.2%	91.9%	-13.1%	Dec '24
Procter & Gamble (Defensive)	157.32	-1.9%	-0.4%	-0.7%	0.2%	-5.4%	-6.0%	17.3%	-4.4%	23.0%	29.6%	6.0%	36.4%	-10.8%	Dec '24
PepsiCo (Defensive)	140.73	-0.4%	-2.0%	-6.6%	10.1%	-3.0%	-16.3%	-7.6%	-4.7%	-8.2%	24.6%	-8.7%	-8.6%	-22.1%	May '23
Coca-Cola (Defensive)	66.46	-0.9%	-0.1%	-5.2%	-4.0%	-3.4%	-3.8%	8.9%	8.3%	20.3%	52.1%	24.4%	30.9%	-9.4%	Apr '25
Exxon Mobil (Energy)	113.93	-1.2%	1.6%	6.1%	1.6%	0.6%	1.8%	11.3%	8.8%	35.4%	280.5%	104.9%	28.2%	-5.8%	Oct '24
Chevron (Energy)	158.84	-0.8%	1.1%	4.5%	8.4%	-0.9%	14.5%	1.3%	13.5%	14.4%	152.1%	54.8%	13.9%	-5.1%	Jan '23
JPMorgan Chase (Financial)	313.23	0.5%	2.1%	7.8%	14.9%	32.4%	52.2%	44.3%	32.8%	186.6%	264.2%	114.1%	223.9%	New Peak	Sep '25
Visa (Financial)	338.18	-2.3%	-0.4%	-1.2%	-0.5%	-0.2%	19.4%	22.3%	7.6%	79.2%	73.0%	57.1%	94.1%	-9.3%	Jun '25
Mastercard (Financial)	586.05	-2.1%	1.0%	0.1%	8.9%	9.6%	19.6%	24.2%	11.8%	90.0%	79.8%	61.5%	110.2%	-2.2%	Aug '25
Bank of America (Financial)	52.13	1.4%	3.1%	9.0%	16.3%	24.9%	30.6%	33.9%	20.7%	62.7%	133.6%	24.3%	89.0%	New Peak	Sep '25
UnitedHealth (Health)	334.82	-2.0%	-4.4%	10.1%	9.0%	-33.0%	-41.1%	-2.4%	-33.1%	-33.1%	16.8%	-29.6%	-30.0%	-45.6%	Nov '24
Johnson & Johnson (Health)	174.16	-1.7%	-2.2%	-1.3%	16.4%	8.6%	9.1%	-4.8%	23.3%	14.8%	34.6%	13.4%	17.3%	-2.6%	Sep '25
Eli Lilly (Health)	762.93	0.4%	1.0%	8.5%	-2.6%	-8.5%	-16.0%	33.3%	-0.6%	156.4%	423.4%	191.0%	141.0%	-19.9%	Aug '24
Union Pacific (Industrials)	220.36	1.5%	2.5%	-0.9%	-0.1%	-5.6%	-9.2%	-5.1%	-1.6%	9.4%	23.2%	-3.0%	23.1%	-13.5%	Mar '22
Honeywell (Industrials)	210.20	-0.7%	-0.6%	-3.0%	-4.8%	1.8%	5.3%	10.0%	-5.5%	25.4%	37.8%	10.0%	29.6%	-12.1%	Jul '25
Nvidia (IT)	176.24	3.5%	-0.9%	0.3%	21.2%	50.0%	49.6%	171.2%	31.3%	1218.6%	1350.3%	486.2%	1434.4%	-3.8%	Aug '25
Broadcom (IT)	345.35	-0.2%	-4.0%	17.1%	37.8%	77.5%	107.9%	110.5%	49.8%	629.2%	982.1%	460.0%	742.8%	-6.6%	Sep '25
Adobe (IT)	367.46	1.5%	5.2%	1.8%	-2.8%	-5.3%	-30.2%	-25.5%	-17.4%	24.1%	-21.4%	-34.9%	28.4%	-46.6%	Nov '21
Oracle (IT)	296.62	-1.6%	1.5%	26.4%	41.0%	95.7%	78.8%	60.0%	79.5%	347.2%	433.5%	255.7%	381.8%	-9.7%	Sep '25
salesforce.com (IT)	244.28	0.9%	0.6%	-0.7%	-5.9%	-12.3%	-7.8%	27.8%	-26.7%	61.2%	1.5%	-3.5%	73.2%	-33.3%	Dec '24
Linde PLC (Materials)	476.00	-0.8%	-1.3%	-0.8%	3.8%	3.9%	2.4%	3.2%	14.4%	73.0%	106.6%	47.4%	81.7%	-1.6%	Sep '25
Sherwin-Williams (Materials)	349.56	-0.2%	-2.9%	-5.0%	5.7%	4.8%	-7.2%	9.9%	3.5%	61.0%	57.6%	6.7%	78.3%	-12.0%	Nov '24
American Tower (Real Estate)	193.03	-2.1%	-1.1%	-6.6%	-10.4%	-8.2%	-14.2%	-12.2%	6.9%	-14.0%	-9.7%	-24.9%	14.9%	-28.4%	Sep '21
Prologis Inc. (Real Estate)	115.16	1.1%	-0.2%	4.0%	9.6%	2.9%	-7.9%	-18.1%	11.0%	11.1%	31.7%	-22.5%	24.8%	-26.6%	Apr '22
NextEra Energy (Utilities)	70.79	0.7%	-1.2%	-7.5%	-1.1%	1.2%	-12.0%	21.5%	0.4%	-11.9%	15.1%	-15.2%	5.2%	-16.7%	Dec '21
Duke Energy (Utilities)	120.39	-0.6%	-1.3%	-2.7%	6.0%	2.7%	8.4%	15.6%	14.8%	27.1%	76.8%	34.9%	57.9%	-3.6%	Aug '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%	0.1%	1.8%	4.2%	6.1%	5.9%	4.7%	7.9%	22.9%	12.3%	6.8%	28.0%	-0.1%	Sep '25
Moderate-60% Stock	64.20	0.2%	0.5%	2.7%	7.7%	11.5%	12.0%	10.7%	13.4%	45.9%	48.1%	22.3%	55.2%	New Peak	Sep '25
Mod Agg-80% Stock	50.76	0.4%	0.7%	3.3%	9.3%	14.4%	15.2%	13.1%	16.0%	56.9%	65.7%	28.7%	69.0%	New Peak	Sep '25
Aggressive-90% Stock	30.80	0.6%	0.8%	3.6%	10.3%	15.3%	15.4%	12.6%	16.5%	57.0%	69.8%	26.8%	69.4%	New Peak	Sep '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	117412.01	0.8%	1.1%	4.1%	11.9%	35.2%	86.5%	121.9%	25.7%	500.8%	972.8%	152.7%	512.9%	-4.8%	Aug '25
Ethereum	4606.80	0.3%	-2.3%	13.1%	82.5%	123.9%	86.9%	44.8%	38.2%	234.4%	1098.5%	22.5%	255.8%	-4.6%	Aug '25
BNB	985.43	-0.5%	6.5%	19.7%	52.8%	59.1%	74.0%	123.3%	40.6%	262.2%	3496.5%	92.4%	263.7%	-0.5%	Sep '25
Solana	247.97	1.3%	2.3%	40.8%	69.4%	82.9%	73.6%	78.0%	31.0%	658.7%	7878.6%	45.6%	695.7%	-5.3%	Jan '25
Bitcoin ETF	66.75	1.6%	0.6%	4.0%	13.2%	37.3%	85.4%	-	25.8%	-	-	-	-	-4.4%	Aug '25
Grayscale Bitcoin (hi fee)	92.24	1.6%	0.5%	3.8%	12.8%	36.5%	83.1%	136.7%	24.6%	744.6%	769.8%	198.0%	810.9%	-4.5%	Aug '25
Bloomberg Commodities	21.23	-0.5%	0.0%	4.4%	-2.5%	-0.6%	10.2%	5.5%	7.5%	0.6%	61.9%	18.7%	2.9%	-13.6%	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	4.72	1.0%	0.9%	-3.7%	-3.6%	3.3%	15.9%	19.1%	-1.4%	34.7%	224.8%	134.1%	21.5%	-7.5%	Oct '23
10yr Treasury rate	4.10	0.7%	1.1%	-4.6%	-6.7%	-3.6%	9.7%	18.3%	-10.3%	17.6%	491.4%	152.1%	5.2%	-17.7%	Oct '23
5yr Treasury rate	3.66	0.4%	1.0%	-4.2%	-8.3%	-9.1%	4.6%	14.1%	-16.4%	-0.8%	1212.9%	168.4%	-10.9%	-26.2%	Oct '23
13-week T-bill	3.88	0.3%	-1.2%	-5.6%	-8.1%	-7.4%	-15.5%	-18.8%	-7.8%	27.8%	4574.7%	7220.8%	9.8%	-27.4%	Oct '23
Crude Oil	63.30	-0.4%	1.0%	1.5%	-15.8%	-5.7%	-12.0%	0.1%	-11.7%	-26.2%	54.0%	-16.8%	-27.5%	-48.8%	Mar '22
Gold	3670.90	-0.04%	0.6%	10.8%	8.3%	20.9%	41.8%	27.5%	39.6%	120.3%	88.0%	104.0%	119.8%	-0.5%	Sep '25
EUR/USD	1.18	-0.02%	0.5%	1.3%	2.7%	7.8%	5.6%	-6.0%	13.3%	17.5%	-	3.7%	21.4%	-4.5%	Jan '21
USD/JPY	147.98	0.01%	0.2%	0.2%	2.1%	-1.0%	3.6%	11.0%	-5.7%	3.3%	-	28.5%	0.8%	-8.4%	Jul '24
S&P 500 Volatility Index	15.70	-0.13%	6.4%	0.8%	-22.0%	-21.1%	-3.9%	39.4%	-9.5%	-39.1%	-39.2%	-5.4%	-53.2%	-70.0%	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	50.97	0%	0.1%	0.4%	1.6%	2.8%	4.8%	6.5%	4.4%	19.6%	17.1%	15.4%	20.5%	-0.1%	Sep '25
Interm Muni- JPMorgan	50.54	-0.07%	0.3%	2.2%	2.8%	2.3%	1.9%	1.9%	2.9%	12.9%	6.3%	2.8%	14.2%	-0.1%	Sep '25
Interm Bond- Janus MSB	45.66	-0.4%	-0.2%	1.7%	3.5%	3.3%	2.5%	1.5%	6.5%	12.9%	1.7%	0.9%	17.3%	-0.6%	Sep '25
Interm Bond- Vanguard	78.27	-0.2%	-0.2%	1.2%	3.2%	4.3%	3.3%	1.6%	7.2%	14.7%	-1.6%	0.9%	18.5%	-2.1%	Dec '20
Multisector Bond- Intrepid	9.14	0.11%	0.2%	0.8%	3.4%	4.5%	8.2%	10.4%	6.1%	30.8%	48.2%	25.8%	32.2%	New Peak	Sep '25
Int’l Bond- JPMorgan	49.08	-0.08%	0.2%	0.7%	2.6%	4.3%	5.5%	3.5%	6.7%	21.9%	17.0%	12.2%	26.1%	-0.1%	Sep '25
Long Bond- Vanguard	77.89	-0.5%	-0.3%	2.8%	5.6%	4.2%	0.3%	-1.9%	7.7%	15.5%	-10.9%	-11.2%	25.4%	-14.8%	Sep '21
Long CA Muni- PIMCO	9.40	-0.2%	0.2%	3.0%	3.4%	2.1%	1.6%	2.9%	2.4%	15.8%	7.7%	2.0%	17.2%	-0.2%	Sep '25
Long Muni- iShares	57.13	0.07%	0.4%	2.5%	3.5%	2.3%	1.1%	1.6%	1.5%	11.1%	2.0%	0.1%	11.8%	-0.2%	Aug '21

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performance monitoring, and client presentations.
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