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S&P 500

Return

82.3%

[

13.0%

annualized]

Dec 31 2020 - Nov 28 2025

-0.6%

Below
Peak
Oct '25

DJIA (Large Value)

Return

55.9%

[

9.5%

annualized]

Dec 31 2020 - Nov 28 2025

-1.1%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

26.6%

[

4.9%

annualized]

Dec 31 2020 - Nov 28 2025

-0.8%

Below
Peak
Oct '25

Performance Range:

As of Nov 28 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	6849.09	0.5%	3.7%	-0.6%	6.0%	15.8%	13.5%	23.3%	16.4%	73.1%	88.2%	42.8%	91.5%	-0.6%	Oct '25
DJIA (Large Value)	47716.42	0.6%	3.2%	0.2%	4.8%	13.0%	6.2%	12.9%	12.2%	41.0%	59.5%	30.4%	63.4%	-1.1%	Nov '25
Russell 2000 (Small Cap)	2500.43	0.6%	5.5%	0.6%	5.7%	20.5%	2.7%	10.0%	12.1%	36.1%	34.8%	10.0%	48.2%	-0.8%	Oct '25
NASDAQ Comp (Tech/Growth)	23365.69	0.7%	4.9%	-2.5%	8.9%	21.8%	21.6%	28.6%	21.0%	112.7%	91.4%	47.6%	124.3%	-2.5%	Oct '25
Aggregate Bond	100.82	-0.1%	0.4%	0.4%	2.4%	5.1%	5.7%	1.3%	7.5%	14.9%	-1.5%	0.8%	17.7%	-1.7%	Dec '20
Corp Bond	111.86	-0.2%	0.8%	0.0%	3.0%	6.4%	5.8%	0.9%	8.7%	19.5%	-2.9%	-0.5%	26.2%	-3.4%	Sep '21
High Yield Bond	80.99	0.05%	0.8%	0.6%	1.6%	4.9%	7.2%	8.0%	8.1%	29.8%	22.4%	15.9%	35.7%	New Peak	Nov '25
Preferred	30.95	0.10%	1.6%	-1.3%	0.0%	5.9%	0.3%	7.2%	4.0%	20.0%	9.3%	0.4%	23.3%	-2.6%	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	89.40	0.6%	3.5%	2.4%	-2.7%	4.6%	-3.8%	0.1%	7.8%	17.5%	37.7%	7.9%	38.5%	-6.6%	Oct '24
Consumer Discretionary/Cyclical	236.46	0.6%	4.9%	-1.1%	2.2%	10.4%	7.3%	26.5%	6.1%	71.8%	55.6%	16.1%	74.6%	-2.4%	Nov '25
Financial Services	53.33	0.7%	3.2%	2.4%	-0.9%	5.6%	5.4%	30.6%	11.5%	57.2%	104.6%	44.0%	85.3%	-1.5%	Sep '25
Real Estate	91.34	0.3%	2.0%	3.2%	0.0%	4.3%	-3.2%	4.8%	5.6%	20.3%	30.4%	-8.0%	35.1%	-8.7%	Dec '21
Communication Services	115.39	0.8%	3.1%	-0.8%	4.0%	14.9%	18.6%	34.7%	20.3%	141.0%	84.4%	53.3%	150.0%	-3.0%	Sep '25
Energy	90.45	1.3%	1.2%	2.8%	0.9%	11.8%	-2.2%	5.6%	8.2%	10.6%	182.2%	80.9%	25.2%	-3.9%	Nov '24
Industrials	153.69	0.6%	2.7%	-0.9%	1.5%	8.5%	8.4%	17.3%	17.8%	61.0%	86.9%	55.5%	90.1%	-1.3%	Oct '25
Technology	286.22	0.9%	4.8%	-5.9%	9.2%	23.9%	23.2%	21.6%	23.7%	126.2%	142.8%	68.0%	151.3%	-5.9%	Oct '25
Consumer Staples/Defensive	79.37	0.6%	1.9%	3.6%	-1.1%	-2.0%	-2.1%	12.2%	2.9%	13.6%	35.3%	13.6%	27.1%	-4.0%	Aug '25
Healthcare	157.65	-0.5%	2.0%	9.5%	15.2%	20.2%	8.9%	2.5%	16.1%	22.0%	56.0%	20.2%	35.9%	-0.7%	Nov '25
Utilities	90.63	0.7%	2.8%	0.6%	8.2%	13.3%	12.5%	23.3%	22.2%	42.7%	65.7%	43.4%	61.7%	-2.4%	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	141.47	0.5%	3.4%	-0.8%	6.0%	15.1%	18.1%	17.4%	21.3%	70.9%	74.5%	41.5%	92.3%	-0.8%	Oct '25
MSCI Emerging Markets	54.32	0.1%	2.3%	-3.0%	8.9%	19.0%	28.9%	6.5%	31.1%	52.4%	21.5%	20.0%	69.1%	-3.0%	Oct '25
FTSE Europe	81.53	0.7%	3.1%	0.6%	4.1%	8.1%	27.6%	1.9%	31.2%	61.1%	63.9%	33.7%	95.9%	-0.9%	Nov '25
MSCI Japan	83.01	-0.3%	2.2%	-0.3%	6.0%	13.0%	22.0%	7.0%	24.7%	58.7%	36.9%	32.0%	79.8%	-1.6%	Nov '25
MSCI India	54.71	0.07%	0.9%	0.2%	5.3%	0.2%	0.6%	8.6%	3.9%	26.8%	59.1%	18.5%	36.2%	-6.9%	Sep '24
MSCI China	62.20	0.5%	2.1%	-5.0%	1.5%	16.6%	35.3%	17.7%	34.0%	50.3%	-16.2%	8.1%	66.1%	-29.5%	Feb '21
International Bond	49.65	-0.04%	0.2%	0.0%	1.3%	1.9%	2.6%	3.6%	3.4%	13.6%	-0.4%	1.9%	18.0%	-0.8%	Dec '20
iShares Latin America	31.15	0.7%	4.5%	5.6%	14.9%	24.0%	43.2%	-23.1%	52.5%	52.4%	63.1%	72.6%	55.0%	New Peak	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	628.41	0.6%	3.7%	-0.6%	6.3%	16.6%	15.0%	25.0%	17.7%	80.6%	102.3%	51.2%	100.3%	-0.6%	Oct '25
US Large Growth	476.45	0.4%	4.1%	-3.1%	7.0%	19.4%	20.1%	33.1%	19.0%	117.1%	113.0%	58.5%	132.8%	-3.1%	Oct '25
US Large Value	209.98	0.7%	3.4%	2.6%	4.6%	12.4%	7.0%	14.2%	14.9%	43.2%	72.8%	34.3%	63.0%	New Peak	Nov '25

US MidCap Blend	292.15	0.7%	3.4%	0.3%	1.1%	9.1%	4.3%	15.3%	11.9%	45.8%	57.1%	22.4%	63.2%	-1.4%	Oct '25
US MidCap Growth	283.31	0.7%	3.8%	-3.3%	-1.9%	6.2%	5.3%	16.4%	12.2%	56.4%	45.0%	15.8%	70.9%	-5.0%	Oct '25
US MidCap Value	177.54	0.6%	3.2%	2.9%	3.3%	11.3%	3.1%	14.0%	11.6%	36.2%	68.9%	28.6%	55.5%	New Peak	Nov '25

US Small Blend	258.75	0.5%	4.6%	1.3%	2.8%	13.7%	0.8%	14.2%	8.8%	41.8%	50.8%	20.4%	56.2%	-0.5%	Oct '25
US Small Growth	328.12	0.7%	6.4%	-0.8%	6.8%	21.5%	4.8%	15.0%	14.4%	50.6%	27.9%	13.6%	61.3%	-2.1%	Oct '25
US Small Value	182.23	0.4%	4.8%	2.4%	5.2%	21.2%	2.8%	7.6%	12.4%	32.5%	58.6%	16.7%	47.0%	New Peak	Nov '25

Foreign Large Blend	95.19	0.3%	2.7%	0.1%	4.1%	9.2%	24.3%	3.5%	28.1%	56.8%	53.8%	33.4%	85.6%	-1.4%	Nov '25
Foreign Growth	114.05	0.5%	2.8%	-2.0%	2.8%	5.1%	14.7%	1.5%	18.9%	40.4%	25.9%	8.9%	65.0%	-3.0%	Oct '25
Foreign Value	70.27	0.3%	2.5%	2.1%	4.9%	13.0%	33.4%	5.4%	36.8%	73.4%	83.7%	61.0%	106.6%	-1.0%	Nov '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	23.78		0.08%	0.6%	0.4%	0.1%	1.8%	4.2%	8.3%	3.8%	29.4%	32.9%	25.5%	31.3%	-0.5%	Sep '25
Ultra Short- Janus AAA CLO	50.73		0.06%	0.1%	0.5%	1.2%	2.8%	5.2%	7.4%	4.6%	22.1%	24.0%	21.9%	24.1%	New Peak	Nov '25
Bank Loan- Invesco	20.92		0.1%	0.5%	0.1%	1.2%	3.4%	5.8%	8.2%	5.3%	28.5%	29.6%	25.1%	31.4%	-0.2%	Nov '25
Interval CEF- Cliffwater	10.64	p	EOD	0.2%	0.8%	2.1%	4.2%	9.0%	12.6%	8.1%	34.8%	55.7%	39.9%	36.3%	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	53.13	0.4%	3.8%	-1.3%	4.7%	15.4%	12.8%	27.9%	16.7%	81.5%	138.3%	84.9%	104.2%	-1.3%	Oct '25
Int’l Min Volatility- Franklin	36.95	0.08%	1.1%	4.1%	7.6%	14.7%	24.2%	15.9%	24.8%	67.7%	109.5%	75.1%	88.0%	New Peak	Nov '25
MidCap 30 - Hennessy (hi fee)	24.48	0.2%	5.8%	0.7%	1.4%	9.0%	13.3%	62.3%	2.9%	191.6%	319.2%	216.5%	225.3%	-5.1%	Dec '24
Small Value- Avantis	101.13	0.2%	4.4%	2.9%	1.7%	15.1%	-2.4%	9.3%	6.2%	35.1%	100.9%	33.7%	53.4%	-3.3%	Nov '24
Mid Value- Pacer Cash Cows	59.80	0.6%	3.0%	3.8%	3.5%	12.2%	-0.1%	10.6%	7.2%	30.5%	101.0%	35.9%	47.1%	-0.9%	Nov '24
Growth- S&P Momentum	120.12	0.7%	5.1%	-3.3%	3.3%	14.6%	25.0%	45.8%	27.1%	114.2%	148.2%	95.1%	139.8%	-3.3%	Oct '25
Invesco S&P Quality	74.72	0.5%	2.6%	0.8%	3.5%	7.1%	9.4%	25.4%	12.4%	72.3%	96.5%	47.7%	94.7%	-0.4%	Oct '25
Rotation Factor- BlackRock	60.83	0.6%	3.8%	-0.7%	6.5%	17.7%	16.7%	30.3%	19.8%	106.3%	118.2%	68.7%	128.6%	-0.7%	Oct '25
US Min Volatility- Fidelity	67.88	0.6%	3.4%	2.8%	5.2%	12.1%	9.3%	16.1%	13.3%	50.8%	73.8%	37.9%	68.2%	New Peak	Nov '25
Derivative Income- JPMorgan	57.91	0.4%	2.3%	2.4%	3.3%	7.8%	3.4%	12.6%	7.9%	32.2%	60.1%	29.3%	47.5%	New Peak	Nov '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	15.63		0.13%	-0.3%	-0.7%	-2.3%	2.7%	4.9%	12.1%	5.3%	29.8%	33.9%	32.7%	32.2%	-2.8%	Aug '25
Multistrategy- AQR	14.19	p	EOD	1.1%	0.4%	4.8%	7.8%	16.7%	13.3%	15.3%	41.9%	88.6%	63.3%	45.9%	-0.9%	Nov '25
Long Short- AQR	20.60	p	EOD	1.8%	2.3%	7.0%	11.8%	30.1%	30.5%	28.6%	120.2%	246.1%	157.2%	145.3%	New Peak	Nov '25
Mkt Neutral- BlackRock	14.67	p	EOD	0.8%	1.0%	3.2%	5.1%	16.2%	21.4%	14.6%	63.0%	69.7%	63.8%	64.4%	-0.9%	Sep '25
Multi Strategy- Variant	26.74	p	EOD	0.1%	0.6%	2.1%	3.9%	7.2%	5.1%	6.4%	23.3%	46.3%	28.9%	24.6%	New Peak	Nov '25
Long Short- First Trust	71.56		0.2%	1.9%	0.4%	6.0%	10.1%	9.4%	18.8%	9.6%	48.8%	75.2%	44.4%	59.6%	-0.6%	Nov '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)	320.18	0.07%	6.8%	16.6%	50.5%	86.7%	90.3%	36.0%	69.7%	238.7%	260.8%	122.3%	230.5%	-1.0%	Nov '25
Meta (Communications)	647.95	2.3%	9.0%	-13.8%	-12.2%	0.6%	13.2%	66.0%	10.9%	495.6%	134.7%	92.6%	411.3%	-17.9%	Aug '25
Amazon (Cyclical)	233.22	1.8%	5.7%	1.3%	1.8%	13.4%	12.2%	44.4%	6.3%	152.3%	46.0%	36.9%	106.6%	-8.2%	Nov '25
Tesla (Cyclical)	430.17	0.8%	10.0%	-6.8%	28.8%	20.0%	24.6%	62.5%	6.5%	137.9%	120.3%	7.6%	98.0%	-10.4%	Dec '24
Procter & Gamble (Defensive)	148.16	-0.06%	-1.8%	-0.4%	-5.0%	-10.9%	-15.2%	17.3%	-9.3%	9.9%	21.1%	0.5%	29.4%	-15.4%	Dec '24
PepsiCo (Defensive)	148.74	0.5%	1.6%	1.8%	1.0%	15.1%	-5.5%	-7.6%	0.7%	-10.4%	19.7%	-3.5%	-3.4%	-17.6%	May '23
Coca-Cola (Defensive)	73.12	0.3%	0.2%	7.0%	6.8%	3.8%	16.7%	8.9%	20.1%	28.1%	61.4%	38.0%	45.1%	New Peak	Nov '25
Exxon Mobil (Energy)	115.92	1.0%	-1.0%	0.4%	2.3%	14.9%	1.9%	11.3%	11.7%	16.3%	252.9%	110.3%	31.6%	-3.4%	Oct '24
Chevron (Energy)	151.13	1.1%	0.8%	-1.5%	-4.8%	12.0%	-2.3%	1.3%	9.2%	-5.3%	104.7%	48.9%	9.6%	-8.7%	Jan '23
JPMorgan Chase (Financial)	313.08	1.8%	5.1%	2.5%	4.4%	19.6%	28.0%	44.3%	33.4%	146.9%	194.1%	115.1%	225.4%	-2.3%	Nov '25
Visa (Financial)	334.44	0.2%	2.0%	-1.8%	-4.7%	-7.4%	6.9%	22.3%	6.6%	63.6%	64.4%	55.7%	92.4%	-10.1%	Jun '25
Mastercard (Financial)	550.53	1.0%	1.9%	-0.7%	-7.4%	-4.5%	3.9%	24.2%	5.2%	63.3%	67.0%	51.9%	97.7%	-8.0%	Aug '25
Bank of America (Financial)	53.65	1.2%	4.1%	2.0%	6.3%	22.7%	15.6%	33.9%	24.3%	57.0%	109.0%	27.9%	94.5%	-0.9%	Nov '25
UnitedHealth (Health)	329.77	0.02%	3.1%	-7.2%	7.1%	12.1%	-44.8%	-2.4%	-33.7%	-34.3%	5.5%	-30.2%	-30.6%	-46.1%	Nov '24
Johnson & Johnson (Health)	206.92	-0.3%	2.1%	10.9%	16.8%	35.7%	36.7%	-4.8%	46.5%	27.9%	64.6%	34.8%	39.3%	-0.3%	Nov '25
Eli Lilly (Health)	1075.47	-2.6%	1.5%	32.4%	47.0%	49.4%	36.2%	33.3%	40.3%	202.6%	668.6%	310.8%	240.3%	-3.1%	Nov '25
Union Pacific (Industrials)	231.83	0.5%	2.5%	7.1%	3.7%	5.5%	-3.0%	-5.1%	3.5%	16.9%	25.4%	2.1%	29.5%	-9.0%	Mar '22
Honeywell (Industrials)	192.19	1.2%	1.1%	-3.6%	-6.5%	-8.4%	-10.5%	10.0%	-7.8%	0.4%	7.8%	7.4%	26.5%	-14.2%	Jul '25
Nvidia (IT)	177.00	-1.8%	-1.1%	-14.5%	1.6%	27.2%	28.1%	171.2%	31.8%	1033.1%	1238.8%	488.7%	1441.0%	-14.5%	Oct '25
Broadcom (IT)	402.96	1.4%	18.4%	4.4%	35.7%	67.2%	151.1%	110.5%	75.0%	713.5%	1041.6%	554.6%	885.1%	New Peak	Nov '25
Adobe (IT)	320.13	0.8%	-1.3%	-5.2%	-10.3%	-22.6%	-38.0%	-25.5%	-28.0%	-2.0%	-32.9%	-43.3%	11.9%	-53.5%	Nov '21
Oracle (IT)	201.95	-1.5%	1.6%	-26.6%	-10.5%	24.5%	10.3%	60.0%	22.4%	159.2%	274.8%	142.6%	228.6%	-38.4%	Sep '25
salesforce.com (IT)	230.54	1.0%	1.5%	-8.3%	-9.9%	-13.3%	-29.7%	27.8%	-30.7%	53.6%	-5.9%	-8.8%	63.7%	-37.0%	Dec '24
Linde PLC (Materials)	410.32	0.6%	-0.6%	-5.0%	-13.9%	-11.0%	-9.9%	3.2%	-1.0%	28.5%	70.8%	27.5%	57.1%	-15.2%	Sep '25
Sherwin-Williams (Materials)	343.69	0.09%	2.0%	-0.4%	-5.8%	-3.0%	-12.7%	9.9%	2.0%	46.2%	46.5%	5.1%	75.7%	-13.2%	Nov '24
American Tower (Real Estate)	181.27	0.02%	1.0%	1.2%	-10.3%	-13.8%	-10.3%	-12.2%	1.3%	-7.9%	-10.7%	-28.8%	8.9%	-32.2%	Sep '21
Prologis Inc. (Real Estate)	128.53	0.3%	2.2%	4.1%	14.0%	19.9%	14.1%	-18.1%	25.0%	24.0%	46.7%	-12.8%	40.6%	-17.3%	Apr '22
NextEra Energy (Utilities)	86.29	0.9%	3.4%	5.5%	19.8%	27.1%	12.3%	21.5%	23.3%	13.4%	29.6%	4.2%	29.2%	New Peak	Nov '25
Duke Energy (Utilities)	123.94	0.4%	0.9%	0.6%	2.1%	9.2%	9.7%	15.6%	19.2%	42.5%	59.4%	40.1%	64.0%	-3.1%	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	16.06	0%	0.9%	0.1%	2.8%	6.3%	9.7%	6.8%	9.3%	26.5%	15.9%	10.5%	32.3%	-0.3%	Oct '25
Moderate-60% Stock	65.45	0.4%	2.3%	0.1%	4.6%	11.2%	13.6%	10.7%	16.0%	46.5%	42.3%	25.2%	58.9%	-0.2%	Oct '25
Mod Agg-80% Stock	51.95	0.4%	2.9%	-0.2%	5.1%	13.0%	20.0%	17.5%	18.7%	64.0%	68.8%	37.8%	81.0%	-0.5%	Oct '25
Aggressive-90% Stock	31.59	0.4%	3.2%	-0.7%	5.7%	14.3%	18.1%	14.8%	19.5%	66.7%	73.6%	37.1%	83.2%	-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	90939.73	-0.4%	6.9%	-17.4%	-16.1%	-13.9%	-6.7%	121.9%	-2.7%	453.0%	431.6%	95.7%	374.7%	-27.1%	Oct '25
Ethereum	3032.88	0.6%	9.7%	-22.3%	-30.4%	15.2%	-15.6%	44.8%	-9.0%	149.2%	486.1%	-19.4%	134.2%	-37.2%	Aug '25
BNB	886.11	-1.1%	6.8%	-20.0%	2.6%	31.2%	35.3%	123.3%	26.4%	199.9%	3011.9%	73.0%	227.0%	-32.4%	Oct '25
Solana	137.06	-2.7%	6.7%	-29.5%	-33.2%	-17.7%	-43.7%	78.0%	-27.6%	925.2%	7277.1%	-19.5%	339.8%	-47.7%	Jan '25
Bitcoin ETF	51.55	1.0%	7.5%	-17.8%	-16.1%	-14.1%	-6.6%	-	-2.8%	-	-	-	-	-27.7%	Oct '25
Grayscale Bitcoin (hi fee)	71.01	0.9%	7.3%	-18.1%	-16.4%	-14.7%	-7.9%	136.7%	-4.1%	804.6%	317.4%	129.4%	601.2%	-27.9%	Oct '25
Bloomberg Commodities	22.81	1.6%	2.9%	4.2%	8.4%	11.5%	16.9%	5.5%	15.5%	9.6%	68.9%	27.5%	10.6%	-7.1%	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	4.66	0.5%	-1.1%	1.4%	-5.1%	-5.2%	6.8%	19.1%	-2.5%	22.7%	196.4%	131.4%	20.1%	-8.6%	Oct '23
10yr Treasury rate	4.02	0.5%	-1.1%	-1.0%	-5.0%	-9.2%	-3.9%	18.3%	-12.2%	7.2%	377.1%	146.7%	2.9%	-19.5%	Oct '23
5yr Treasury rate	3.60	0.8%	-0.5%	-2.6%	-2.7%	-10.0%	-11.2%	14.1%	-17.8%	-8.2%	880.9%	163.7%	-12.5%	-27.4%	Oct '23
13-week T-bill	3.70	-1.5%	-1.1%	-0.9%	-8.6%	-12.6%	-15.5%	-18.8%	-12.1%	-13.1%	4964.4%	6875.5%	4.6%	-30.9%	Oct '23
Crude Oil	58.55	-0.8%	0.8%	-3.2%	-8.5%	-3.9%	-13.9%	0.1%	-18.4%	-25.1%	28.6%	-23.0%	-32.9%	-52.7%	Mar '22
Gold	4218.30	0.5%	3.5%	5.9%	21.4%	27.2%	58.8%	27.5%	60.4%	141.3%	136.7%	134.4%	152.5%	-2.7%	Oct '25
EUR/USD	1.16	-0.02%	0.6%	-0.5%	-	1.9%	9.8%	-6.0%	11.5%	12.1%	-2.7%	2.0%	19.5%	-6.0%	Jan '21
USD/JPY	156.28	0.03%	-0.7%	3.0%	-	8.7%	3.4%	11.0%	-0.5%	12.7%	49.9%	35.7%	6.5%	-3.3%	Jul '24
S&P 500 Volatility Index	16.35	-4.9%	-30.2%	-3.4%	6.4%	-14.8%	21.0%	39.4%	-5.8%	-25.3%	-21.5%	-1.5%	-51.3%	-68.8%	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	50.99	0.01%	0.2%	0.5%	1.2%	3.1%	5.9%	6.5%	5.6%	20.8%	18.0%	16.8%	21.9%	New Peak	Nov '25
Interm Muni- JPMorgan	50.82	0.08%	0.1%	0.4%	3.3%	4.5%	3.2%	1.9%	4.3%	13.1%	6.6%	4.3%	15.8%	New Peak	Nov '25
Interm Bond- Janus MSB	45.97	-0.11%	0.3%	0.5%	2.8%	6.5%	6.8%	1.5%	8.6%	16.5%	3.1%	2.9%	19.6%	-0.1%	Nov '25
Interm Bond- Vanguard	78.72	-0.1%	0.4%	0.8%	2.2%	5.4%	7.1%	1.6%	8.9%	17.3%	-0.3%	2.5%	20.4%	-0.6%	Dec '20
Multisector Bond- Intrepid	9.04	-0.4%	0.0%	-0.2%	1.0%	4.8%	7.5%	10.4%	7.0%	30.3%	42.7%	26.8%	33.3%	-0.4%	Nov '25
Int’l Bond- JPMorgan	49.10	0.08%	0.5%	0.1%	1.8%	4.4%	7.1%	3.5%	8.1%	21.8%	15.8%	13.6%	27.6%	-0.2%	Oct '25
Long Bond- Vanguard	77.72	-0.3%	1.3%	-0.7%	4.3%	8.3%	4.0%	-1.9%	8.8%	17.7%	-12.6%	-10.2%	26.8%	-13.9%	Sep '21
Long CA Muni- PIMCO	9.45	0%	0.1%	0.1%	3.9%	5.4%	2.4%	2.9%	4.0%	16.4%	7.8%	3.7%	19.1%	-0.2%	Nov '25
Long Muni- iShares	57.65	-0.09%	0.2%	0.4%	4.1%	5.1%	2.4%	1.6%	3.2%	10.6%	2.7%	1.8%	13.6%	-0.1%	Nov '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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Nov '25

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Oct '25