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S&P 500

Return

84.9%

[

13.0%

annualized]

Dec 31 2020 - Jan 06 2026

New Peak

DJIA (Large Value)

Return

61.6%

[

10.0%

annualized]

Dec 31 2020 - Jan 06 2026

New Peak

Russell 2000 (Small Cap)

Return

30.8%

[

5.5%

annualized]

Dec 31 2020 - Jan 06 2026

-0.3%

Below
Peak
Dec '25

Performance Range:

As of Jan 06 11:20 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	6944.82	0.6%	1.5%	1.1%	3.4%	11.5%	17.5%	16.4%	1.5%	78.3%	82.6%	44.8%	94.2%	New Peak	Jan '26
DJIA (Large Value)	49462.08	1.0%	2.9%	3.1%	6.1%	11.4%	16.3%	13.0%	2.9%	47.1%	59.3%	35.2%	69.3%	New Peak	Jan '26
Russell 2000 (Small Cap)	2582.90	1.4%	4.1%	2.4%	5.1%	16.7%	14.8%	11.3%	4.1%	44.1%	23.2%	13.7%	53.0%	-0.3%	Dec '25
NASDAQ Comp (Tech/Growth)	23547.17	0.6%	1.3%	-0.1%	3.3%	15.4%	20.8%	20.4%	1.3%	122.8%	80.2%	48.7%	126.0%	-1.7%	Oct '25
Aggregate Bond	100.02	-0.02%	0.1%	0.3%	0.9%	4.0%	7.9%	7.2%	0.1%	12.5%	-1.0%	0.6%	17.5%	-0.3%	Nov '25
Corp Bond	110.47	0%	0.3%	0.0%	0.3%	4.2%	9.2%	7.9%	0.3%	15.9%	-2.2%	-1.0%	25.5%	-1.1%	Oct '25
High Yield Bond	80.90	0.02%	0.3%	0.7%	1.6%	4.0%	8.7%	8.6%	0.3%	27.9%	21.3%	16.9%	36.8%	New Peak	Jan '26
Preferred	31.45	0.4%	1.6%	2.1%	0.4%	4.7%	6.0%	4.9%	1.6%	19.3%	10.9%	2.8%	26.2%	-0.3%	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	47.50	2.0%	4.7%	8.3%	6.8%	6.0%	15.8%	9.9%	4.7%	25.4%	36.5%	15.2%	47.9%	-0.2%	Oct '24
Consumer Discretionary/Cyclical	121.07	0.6%	1.4%	1.3%	2.9%	11.3%	9.8%	7.4%	1.4%	88.1%	52.4%	19.1%	79.2%	-1.2%	Dec '25
Financial Services	56.40	0.5%	3.0%	5.4%	5.3%	7.8%	18.3%	14.9%	3.0%	67.3%	98.7%	52.9%	96.6%	New Peak	Jan '26
Real Estate	89.37	0.7%	1.0%	0.3%	0.0%	2.0%	6.2%	3.2%	1.0%	19.5%	30.8%	-9.1%	33.3%	-4.9%	Nov '24
Communication Services	117.33	-0.4%	-0.3%	0.5%	1.4%	10.4%	21.4%	23.1%	-0.3%	140.5%	83.2%	56.4%	155.1%	-1.1%	Sep '25
Energy	45.64	-2.7%	2.1%	0.2%	2.9%	7.7%	7.3%	7.9%	2.1%	15.4%	165.9%	84.1%	27.4%	-2.7%	Jan '26
Industrials	162.02	1.4%	4.4%	5.2%	5.4%	9.6%	24.1%	19.3%	4.4%	68.1%	94.7%	64.5%	101.1%	New Peak	Jan '26
Technology	146.65	1.4%	1.9%	0.2%	2.8%	15.4%	26.1%	24.6%	1.9%	140.3%	134.7%	72.4%	157.9%	-3.4%	Oct '25
Consumer Staples/Defensive	77.47	0.2%	-0.3%	-0.5%	-0.1%	-4.2%	3.0%	1.5%	-0.3%	10.8%	32.7%	11.8%	25.0%	-5.5%	Aug '25
Healthcare	158.09	2.0%	2.1%	3.6%	10.1%	18.7%	15.1%	14.5%	2.1%	22.5%	46.6%	21.0%	36.9%	New Peak	Nov '25
Utilities	42.91	0.5%	0.5%	-0.2%	-4.1%	6.1%	16.1%	16.0%	0.5%	32.6%	61.7%	36.8%	54.2%	-6.9%	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	144.35	0.5%	2.0%	2.5%	4.6%	13.2%	24.2%	22.4%	2.0%	74.8%	70.1%	45.6%	97.9%	New Peak	Jan '26
MSCI Emerging Markets	57.28	0.7%	4.7%	6.1%	7.5%	20.9%	39.7%	34.0%	4.7%	53.9%	20.8%	28.4%	80.8%	New Peak	Jan '26
FTSE Europe	85.44	0.2%	2.2%	5.2%	7.2%	12.0%	37.0%	35.8%	2.2%	61.9%	60.9%	41.5%	107.2%	New Peak	Jan '26
MSCI Japan	83.07	-0.07%	2.9%	3.0%	5.1%	18.3%	29.1%	25.8%	2.9%	65.7%	37.8%	37.0%	86.6%	-0.1%	Jan '26
MSCI India	54.08	-0.4%	0.1%	0.2%	2.3%	-2.3%	3.1%	2.7%	0.1%	29.7%	42.7%	17.2%	34.6%	-8.0%	Sep '24
MSCI China	62.71	0.06%	4.4%	1.3%	-3.5%	16.2%	41.7%	31.0%	4.4%	29.9%	-15.5%	10.4%	69.5%	-5.2%	Oct '25
International Bond	48.44	0.12%	0.2%	0.2%	0.6%	1.3%	3.6%	2.9%	0.2%	14.1%	-0.8%	1.7%	17.7%	-0.6%	Oct '25
iShares Latin America	31.76	0.9%	4.3%	6.1%	16.9%	24.0%	55.0%	52.6%	4.3%	58.2%	49.6%	80.2%	61.8%	New Peak	Jan '26

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	636.21	0.6%	1.4%	1.2%	3.7%	12.1%	19.0%	17.8%	1.4%	85.9%	96.2%	53.5%	103.3%	New Peak	Jan '26
US Large Growth	475.73	0.5%	0.5%	-0.5%	1.3%	12.1%	18.3%	18.3%	0.5%	125.1%	102.9%	58.5%	132.7%	-3.2%	Oct '25
US Large Value	216.57	0.9%	3.0%	3.4%	6.4%	11.6%	18.5%	15.7%	3.0%	47.7%	69.6%	39.2%	68.9%	New Peak	Jan '26

US MidCap Blend	299.39	1.1%	3.2%	2.6%	2.3%	6.9%	14.5%	11.6%	3.2%	51.1%	52.2%	25.9%	67.9%	New Peak	Jan '26
US MidCap Growth	288.71	1.4%	3.4%	1.4%	-1.7%	1.2%	12.7%	10.7%	3.4%	63.1%	37.7%	18.2%	74.5%	-3.0%	Oct '25
US MidCap Value	182.56	0.9%	2.9%	3.5%	5.2%	11.2%	15.4%	12.1%	2.9%	40.1%	66.3%	32.9%	60.8%	New Peak	Jan '26

US Small Blend	269.41	1.7%	4.4%	3.9%	5.7%	12.7%	13.0%	8.9%	4.4%	50.3%	42.2%	25.8%	63.2%	New Peak	Jan '26
US Small Growth	337.35	1.2%	4.4%	2.1%	4.3%	17.6%	15.8%	12.9%	4.4%	58.5%	15.4%	17.1%	66.2%	-0.4%	Dec '25
US Small Value	187.95	1.5%	3.7%	2.9%	6.3%	16.9%	16.5%	12.4%	3.7%	40.4%	46.4%	21.0%	52.5%	-0.2%	Dec '25

Foreign Large Blend	98.30	0.2%	2.4%	4.5%	5.9%	13.0%	33.4%	31.5%	2.4%	58.9%	53.0%	40.3%	95.1%	New Peak	Jan '26
Foreign Growth	117.97	0.6%	3.6%	4.3%	3.3%	8.4%	23.4%	20.7%	3.6%	43.8%	25.8%	14.4%	73.4%	New Peak	Jan '26
Foreign Value	72.40	-0.2%	1.4%	4.7%	8.7%	17.3%	42.8%	42.2%	1.4%	74.5%	81.9%	69.6%	117.7%	-0.2%	Jan '26

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	23.50	0.09%	0.3%	0.0%	0.8%	0.9%	3.7%	3.6%	0.3%	27.5%	30.6%	25.7%	31.5%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.60	0.02%	0.0%	0.6%	1.3%	2.7%	5.1%	5.2%	0.0%	21.9%	24.3%	22.7%	24.9%	New Peak	Jan '26
Bank Loan- Invesco	21.04	0.05%	0.2%	0.9%	2.2%	3.9%	6.8%	6.9%	0.2%	27.8%	29.5%	27.2%	33.6%	New Peak	Jan '26
Interval CEF- Cliffwater	1857.28	0%	0.5%	1.1%	2.5%	4.4%	9.2%	8.9%	0.5%	38.6%	62.9%	47.9%	41.2%	New Peak	Jan '26

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	54.50	0.7%	2.1%	2.5%	4.8%	11.9%	18.4%	17.7%	2.1%	89.1%	129.2%	90.5%	110.3%	New Peak	Jan '26
Int’l Min Volatility- Franklin	37.23	0.08%	1.1%	3.0%	8.3%	17.2%	27.7%	27.1%	1.1%	69.8%	108.3%	80.4%	93.7%	-0.1%	Jan '26
MidCap 30 - Hennessy (hi fee)	10297.46	1.4%	17.2%	17.2%	19.6%	23.5%	20.3%	3.0%	17.2%	110.5%	160.4%	118.7%	124.8%	New Peak	Jan '26
Small Value- Avantis	106.15	1.4%	4.1%	3.5%	7.3%	14.2%	11.9%	7.4%	4.1%	46.2%	86.9%	40.8%	61.6%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	61.57	1.0%	2.3%	2.5%	8.2%	11.3%	10.4%	9.0%	2.3%	38.0%	93.8%	41.4%	52.9%	New Peak	Jan '26
Growth- S&P Momentum	121.05	0.5%	1.4%	0.4%	0.7%	8.4%	26.8%	26.6%	1.4%	120.7%	141.8%	97.1%	142.2%	-2.3%	Oct '25
Invesco S&P Quality	77.26	1.3%	2.9%	3.4%	5.2%	8.3%	16.4%	13.3%	2.9%	79.0%	93.5%	53.2%	101.9%	New Peak	Jan '26
Rotation Factor- BlackRock	61.58	0.4%	1.3%	1.0%	4.2%	13.3%	20.8%	20.0%	1.3%	114.0%	110.3%	71.2%	131.9%	-0.1%	Dec '25
US Min Volatility- Fidelity	67.39	0.8%	1.0%	0.4%	2.3%	7.3%	13.4%	11.8%	1.0%	50.8%	68.3%	37.3%	67.5%	-0.4%	Nov '25
Derivative Income- JPMorgan	57.95	0.8%	1.2%	1.7%	3.9%	6.3%	9.2%	8.1%	1.2%	33.6%	59.0%	31.2%	49.7%	New Peak	Jan '26

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	7418.44	0.06%	1.2%	1.1%	0.4%	3.4%	7.2%	6.5%	1.2%	26.5%	31.8%	31.0%	30.6%	-0.5%	Aug '25
Multistrategy- AQR	2220.56	0.5%	6.2%	7.7%	9.9%	14.6%	23.1%	16.4%	6.2%	51.3%	90.8%	74.5%	55.9%	New Peak	Jan '26
Long Short- AQR	4947.22	0%	1.1%	4.7%	10.0%	16.2%	34.5%	34.4%	1.1%	115.6%	228.2%	161.0%	148.9%	New Peak	Jan '26
Mkt Neutral- BlackRock	2740.46	0.7%	7.8%	10.6%	14.3%	18.0%	26.1%	18.3%	7.8%	75.1%	86.5%	82.2%	82.8%	New Peak	Jan '26
Multi Strategy- Variant	1789.15	-0.2%	-0.6%	-0.1%	1.1%	3.1%	6.3%	7.2%	-0.6%	22.1%	48.8%	32.9%	24.6%	-0.6%	Dec '25
Long Short- First Trust	71.30	0%	0.4%	0.3%	2.6%	8.1%	8.2%	9.1%	0.4%	51.7%	66.6%	44.3%	59.5%	-0.6%	Dec '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)	314.34	-0.7%	0.4%	-2.1%	28.0%	78.1%	61.4%	66.0%	0.4%	262.6%	257.0%	118.4%	224.6%	-2.7%	Nov '25
Meta (Communications)	660.62	0.3%	0.1%	-1.8%	-7.3%	-7.9%	7.3%	13.1%	0.1%	411.6%	147.5%	96.5%	421.8%	-16.3%	Aug '25
Amazon (Cyclical)	240.93	3.4%	4.4%	5.0%	8.6%	7.8%	8.5%	5.2%	4.4%	179.9%	52.4%	41.4%	113.4%	-5.1%	Nov '25
Tesla (Cyclical)	432.96	-4.1%	-3.7%	-4.8%	0.0%	47.3%	9.8%	11.4%	-3.7%	282.9%	59.2%	8.3%	99.3%	-11.6%	Dec '25
Procter & Gamble (Defensive)	139.91	-0.3%	-2.4%	-2.5%	-7.6%	-11.6%	-11.0%	-12.3%	-2.4%	-2.0%	14.2%	-5.1%	22.1%	-20.1%	Dec '24
PepsiCo (Defensive)	138.96	-0.7%	-3.2%	-4.2%	-0.3%	5.4%	-0.6%	-1.8%	-3.2%	-15.3%	13.8%	-8.9%	-8.9%	-22.3%	May '23
Coca-Cola (Defensive)	67.84	-0.1%	-3.0%	-3.1%	2.3%	-3.1%	14.8%	15.6%	-3.0%	17.1%	57.8%	28.9%	35.6%	-6.6%	Nov '25
Exxon Mobil (Energy)	121.05	-3.4%	0.6%	3.9%	6.9%	10.9%	15.4%	16.0%	0.6%	21.4%	229.4%	119.6%	37.4%	-3.4%	Jan '26
Chevron (Energy)	156.54	-4.5%	2.7%	4.4%	2.2%	8.6%	9.5%	10.1%	2.7%	0.6%	114.6%	54.3%	13.5%	-5.4%	Jan '23
JPMorgan Chase (Financial)	334.61	0.2%	3.8%	6.2%	8.7%	15.2%	39.8%	37.3%	3.8%	159.3%	178.4%	129.8%	247.7%	New Peak	Jan '26
Visa (Financial)	357.56	1.1%	2.0%	7.9%	1.7%	0.6%	15.5%	11.8%	2.0%	68.0%	73.4%	66.4%	105.7%	-3.9%	Jun '25
Mastercard (Financial)	580.34	2.1%	1.7%	6.4%	0.2%	3.0%	14.1%	9.0%	1.7%	60.4%	70.4%	60.2%	108.4%	-3.0%	Aug '25
Bank of America (Financial)	57.25	0.6%	4.1%	6.1%	14.4%	18.9%	27.1%	28.0%	4.1%	80.0%	96.6%	37.2%	108.6%	New Peak	Jan '26
UnitedHealth (Health)	348.97	2.0%	5.7%	6.2%	-3.4%	16.4%	-30.5%	-33.1%	5.7%	-24.8%	3.7%	-25.7%	-26.0%	-42.6%	Nov '24
Johnson & Johnson (Health)	204.79	0.2%	-1.0%	1.4%	9.1%	33.7%	44.3%	47.5%	-1.0%	24.5%	47.2%	34.2%	38.8%	-4.4%	Dec '25
Eli Lilly (Health)	1064.04	2.2%	-1.0%	5.3%	26.3%	38.2%	38.6%	40.2%	-1.0%	200.2%	576.1%	306.5%	236.6%	-4.1%	Nov '25
Union Pacific (Industrials)	233.62	0.7%	1.0%	-0.7%	1.3%	0.5%	3.8%	3.9%	1.0%	18.2%	22.8%	3.5%	31.3%	-6.1%	Aug '24
Honeywell (Industrials)	204.94	1.9%	5.0%	7.1%	4.7%	-8.1%	0.7%	-6.4%	5.0%	10.3%	13.3%	14.5%	34.9%	-8.5%	Jul '25
Nvidia (IT)	187.24	-0.5%	0.4%	2.6%	1.2%	18.3%	33.6%	38.9%	0.4%	1161.4%	1307.1%	522.8%	1530.2%	-9.6%	Oct '25
Broadcom (IT)	343.77	0.10%	-0.7%	-11.7%	2.4%	25.8%	51.7%	50.6%	-0.7%	511.0%	761.8%	459.5%	742.0%	-16.6%	Dec '25
Adobe (IT)	335.99	1.3%	-4.0%	-3.0%	-3.5%	-10.9%	-20.5%	-21.3%	-4.0%	1.0%	-29.7%	-40.5%	17.4%	-47.1%	Feb '24
Oracle (IT)	193.75	0.6%	-0.6%	-11.0%	-31.7%	-16.3%	20.8%	18.1%	-0.6%	134.7%	228.1%	132.7%	215.3%	-40.9%	Sep '25
salesforce.com (IT)	262.90	2.6%	-0.8%	1.1%	9.8%	-2.2%	-18.6%	-20.2%	-0.8%	89.4%	22.1%	4.2%	87.0%	-28.0%	Dec '24
Linde PLC (Materials)	437.16	0.9%	2.5%	9.4%	-6.7%	-6.3%	6.8%	3.2%	2.5%	43.8%	73.0%	36.3%	68.0%	-9.3%	Sep '25
Sherwin-Williams (Materials)	340.09	2.4%	5.0%	2.1%	1.2%	-1.3%	2.6%	-3.8%	5.0%	48.2%	45.1%	4.0%	73.8%	-14.2%	Nov '24
American Tower (Real Estate)	175.82	-0.2%	0.1%	-0.7%	-5.0%	-18.6%	2.7%	-0.9%	0.1%	-11.0%	-6.4%	-30.3%	6.6%	-23.8%	Sep '24
Prologis Inc. (Real Estate)	127.46	-1.7%	-0.2%	0.4%	10.8%	21.9%	23.9%	25.1%	-0.2%	20.1%	53.8%	-12.8%	40.5%	-1.7%	Jan '26
NextEra Energy (Utilities)	81.05	-0.3%	1.0%	-2.5%	-1.9%	10.0%	18.7%	15.5%	1.0%	5.7%	16.2%	-1.5%	22.2%	-6.1%	Nov '25
Duke Energy (Utilities)	117.74	0.8%	0.5%	1.0%	-5.4%	2.1%	14.2%	12.7%	0.5%	26.0%	59.3%	33.1%	55.8%	-8.0%	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	6044.96	0.2%	2.9%	3.2%	4.0%	7.7%	12.9%	9.4%	2.9%	26.4%	13.4%	11.4%	33.5%	New Peak	Jan '26
Moderate-60% Stock	65.83	0.3%	1.3%	1.7%	3.3%	9.5%	17.9%	16.4%	1.3%	46.8%	40.1%	27.2%	61.5%	New Peak	Jan '26
Mod Agg-80% Stock	15505.38	0.5%	7.0%	7.5%	9.4%	17.3%	27.6%	19.6%	7.0%	68.1%	60.4%	42.2%	86.8%	New Peak	Jan '26
Aggressive-90% Stock	8009.96	0.6%	8.1%	9.0%	11.1%	19.5%	29.8%	20.9%	8.1%	71.5%	64.1%	42.1%	89.8%	New Peak	Jan '26

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	92670.52	-1.3%	5.9%	3.7%	-23.7%	-14.4%	-4.4%	-6.3%	5.9%	446.7%	135.4%	99.5%	383.7%	-25.7%	Oct '25
Ethereum	3260.51	1.1%	9.9%	7.8%	-26.7%	28.2%	-3.6%	-11.0%	9.9%	156.9%	166.0%	-13.3%	151.8%	-32.5%	Aug '25
BNB	908.96	-0.2%	5.3%	2.8%	-30.6%	37.5%	30.3%	23.1%	5.3%	249.8%	1992.0%	77.5%	235.4%	-30.6%	Oct '25
Solana	139.23	0.9%	11.8%	4.4%	-36.8%	-6.5%	-31.2%	-34.2%	11.8%	929.4%	5768.1%	-18.2%	346.8%	-46.8%	Jan '25
Bitcoin ETF	52.45	-1.9%	5.6%	3.5%	-24.1%	-14.6%	-4.3%	-6.4%	5.6%	-	-	-	-	-26.4%	Oct '25
Grayscale Bitcoin (hi fee)	72.20	-1.9%	5.6%	3.3%	-24.3%	-15.1%	-5.6%	-7.6%	5.6%	824.0%	77.7%	133.2%	613.0%	-26.6%	Oct '25
Bloomberg Commodities	20.10	1.0%	2.9%	1.0%	6.8%	11.9%	17.8%	15.1%	2.9%	19.1%	61.7%	30.7%	13.4%	New Peak	Jan '26

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	4.87	0.2%	0.5%	1.5%	3.0%	-1.3%	-0.9%	1.1%	0.5%	31.8%	163.7%	141.4%	25.3%	-4.6%	Oct '23
10yr Treasury rate	4.18	0.3%	0.4%	1.0%	1.3%	-4.9%	-10.8%	-9.0%	0.4%	17.1%	290.2%	156.7%	7.1%	-16.2%	Oct '23
5yr Treasury rate	3.72	0.3%	-0.1%	0.1%	0.4%	-6.2%	-16.7%	-15.0%	-0.1%	0.2%	719.4%	172.5%	-9.5%	-25.0%	Oct '23
13-week T-bill	3.52	0.1%	-0.8%	-2.3%	-8.4%	-17.1%	-16.3%	-15.7%	-0.8%	-21.7%	4300.0%	6541.5%	-0.4%	-34.2%	Oct '23
Crude Oil	56.35	-1.4%	-1.9%	-6.2%	-8.7%	-17.0%	-24.1%	-19.9%	-1.9%	-23.6%	10.9%	-25.9%	-35.4%	-39.8%	Sep '23
Gold	4481.70	-0.01%	3.6%	6.4%	12.7%	34.5%	68.7%	64.5%	3.6%	140.4%	134.4%	149.1%	168.3%	-1.6%	Dec '25
EUR/USD	1.17	-0.13%	-0.4%	0.5%	0.4%	-0.3%	12.6%	12.9%	-0.4%	11.2%	-5.2%	2.9%	20.5%	-1.4%	Sep '25
USD/JPY	156.55	-0.05%	0.1%	0.9%	3.0%	7.3%	-0.8%	-0.4%	0.1%	17.4%	52.0%	36.0%	6.7%	-3.1%	Jul '24
S&P 500 Volatility Index	14.75	-1.0%	-1.3%	-4.3%	-14.4%	-17.1%	-17.2%	-13.8%	-1.3%	-30.2%	-34.1%	-11.1%	-56.1%	-71.8%	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	50.92	0.06%	0.2%	0.6%	1.2%	3.0%	6.2%	6.1%	0.2%	20.2%	18.1%	17.4%	22.6%	New Peak	Jan '26
Interm Muni- JPMorgan	50.62	0.11%	0.2%	0.4%	1.4%	4.1%	4.5%	4.3%	0.2%	11.9%	6.1%	4.6%	16.1%	New Peak	Jan '26
Interm Bond- Janus MSB	45.73	-0.02%	0.1%	0.6%	1.5%	5.3%	9.4%	8.8%	0.1%	14.1%	2.6%	3.2%	20.0%	-0.2%	Dec '25
Interm Bond- Vanguard	78.02	0.01%	0.2%	0.3%	1.0%	4.1%	9.3%	8.5%	0.2%	14.7%	0.0%	2.3%	20.2%	-0.3%	Nov '25
Multisector Bond- Intrepid	2180.40	0%	1.1%	1.6%	2.3%	5.5%	9.0%	8.2%	1.1%	32.5%	41.5%	29.7%	36.3%	New Peak	Jan '26
Int’l Bond- JPMorgan	48.91	0.12%	0.4%	0.6%	1.6%	3.5%	8.5%	8.2%	0.4%	20.6%	14.7%	14.2%	28.3%	New Peak	Jan '26
Long Bond- Vanguard	76.09	0.03%	0.3%	-0.3%	-0.5%	4.8%	9.1%	7.2%	0.3%	11.8%	-11.8%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	2131.70	0.11%	1.1%	1.4%	2.1%	5.1%	4.4%	3.3%	1.1%	12.4%	3.1%	1.3%	16.4%	New Peak	Jan '26
Long Muni- iShares	57.62	0.10%	0.3%	0.7%	1.8%	5.2%	4.0%	3.4%	0.3%	10.1%	2.9%	2.3%	14.1%	New Peak	Jan '26

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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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