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S&P 500 (Large Cap)

Return

59.7%

[

12.3%

annualized]

Dec 31 2020 - Jan 17 2025

-1.5%

Below
Peak
Dec '24

DJIA (Large Value)

Return

42.1%

[

9.1%

annualized]

Dec 31 2020 - Jan 17 2025

-3.4%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

15.2%

[

3.6%

annualized]

Dec 31 2020 - Jan 17 2025

-6.8%

Below
Peak
Nov '21

Performance Range:

As of Jan 17 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)	5996.66	1.0%	2.6%	1.1%	2.4%	8.9%	23.9%	23.3%	2.0%	36.4%	80.6%	25.0%	67.6%	-1.5%	Dec '24
DJIA (Large Value)	43487.83	0.8%	2.3%	1.5%	1.3%	7.9%	14.9%	12.9%	2.2%	26.9%	49.0%	18.9%	48.9%	-3.4%	Dec '24
Russell 2000 (Small Cap)	2275.88	0.4%	2.6%	1.5%	1.6%	4.2%	17.0%	10.0%	2.1%	14.5%	35.0%	0.1%	34.8%	-6.8%	Nov '21
NASDAQ Comp (Tech/Growth)	19630.20	1.5%	3.1%	0.3%	5.9%	10.7%	28.2%	28.6%	1.7%	42.6%	109.5%	24.0%	88.4%	-2.7%	Dec '24
Aggregate Bond	96.92	0%	1.1%	0.0%	-1.0%	1.0%	2.9%	1.6%	0.0%	-5.0%	-2.2%	-5.9%	9.8%	-8.6%	Aug '20
Muni ~7yrs	106.23	0.2%	0.8%	0.0%	-0.5%	0.6%	1.8%	1.3%	-0.3%	0.1%	3.8%	-1.2%	9.2%	-1.9%	Dec '24
Corp Bond	106.78	0.08%	1.5%	-0.2%	-1.6%	0.7%	2.3%	0.9%	-0.1%	-6.9%	-2.7%	-8.5%	16.0%	-11.2%	Sep '21
High Yield Bond	79.46	0.09%	1.1%	1.1%	1.5%	5.5%	9.9%	8.5%	1.0%	10.8%	17.7%	8.9%	27.4%	New Peak	Dec '24
Preferred	31.75	0.2%	2.0%	0.3%	-2.6%	2.8%	7.3%	7.2%	1.0%	-0.5%	9.2%	-3.2%	18.8%	-4.0%	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	88.33	0.6%	2.4%	3.8%	-8.3%	-1.0%	9.4%	0.1%	5.0%	11.8%	61.7%	5.1%	34.8%	-9.1%	Oct '24
Consumer Discretionary/Cyclical	229.22	1.4%	3.4%	0.3%	16.0%	22.5%	32.2%	26.5%	2.2%	30.3%	87.5%	11.8%	68.2%	-4.1%	Dec '24
Financial Services	50.23	0.8%	4.1%	4.0%	6.8%	18.1%	34.5%	30.6%	3.9%	38.9%	80.1%	34.3%	72.7%	-1.7%	Nov '24
Real Estate	89.65	-0.07%	2.6%	1.3%	-5.3%	2.8%	9.1%	4.8%	0.6%	-4.1%	13.2%	-12.3%	28.7%	-13.0%	Dec '21
Communication Services	97.39	0.9%	1.9%	-0.3%	7.5%	15.1%	31.6%	34.7%	0.6%	38.9%	80.0%	28.3%	109.2%	-4.4%	Dec '24
Energy	93.96	0.8%	3.0%	12.6%	5.2%	3.4%	21.1%	5.6%	9.7%	68.0%	101.8%	83.4%	26.9%	-2.6%	Nov '24
Industrials	137.75	0.6%	2.5%	3.5%	-0.2%	11.2%	24.3%	17.3%	4.5%	43.0%	79.3%	37.9%	68.6%	-3.9%	Nov '24
Technology	234.11	1.6%	2.8%	-0.6%	1.1%	6.4%	17.8%	21.6%	0.7%	55.6%	152.3%	36.8%	104.6%	-2.9%	Dec '24
Consumer Staples/Defensive	77.24	0.6%	1.0%	-2.6%	-4.6%	0.2%	10.2%	12.2%	-1.7%	10.1%	37.7%	8.5%	21.4%	-7.1%	Sep '24
Healthcare	140.18	-0.7%	0.1%	2.0%	-6.9%	-4.4%	2.1%	2.5%	1.9%	13.6%	45.1%	5.4%	19.3%	-10.1%	Sep '24
Utilities	78.84	0.1%	4.2%	4.0%	-2.6%	14.1%	33.4%	23.3%	4.2%	25.8%	37.2%	22.2%	37.8%	-4.1%	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	119.60	0.9%	2.5%	1.3%	0.5%	6.3%	19.7%	17.4%	1.8%	26.8%	61.4%	18.7%	61.3%	-2.0%	Dec '24
MSCI Emerging Markets	42.09	0.8%	2.0%	-0.4%	-6.1%	0.1%	12.3%	6.5%	0.6%	-7.5%	4.2%	-7.9%	29.7%	-20.3%	Feb '21
FTSE Europe	65.07	0.5%	2.7%	2.8%	-4.4%	-2.5%	7.8%	1.9%	2.5%	9.0%	30.7%	4.5%	53.0%	-8.2%	Sep '24
MSCI Japan	66.18	0.5%	1.4%	0.0%	-2.5%	-3.9%	2.7%	7.0%	-1.4%	7.9%	21.6%	4.4%	42.2%	-7.9%	Sep '24
MSCI India	51.18	0.3%	0.5%	-4.2%	-8.2%	-8.2%	4.0%	8.6%	-2.8%	12.4%	55.9%	10.9%	27.4%	-12.9%	Sep '24
MSCI China	46.21	2.1%	3.1%	-1.9%	-5.6%	12.1%	27.7%	17.7%	-1.4%	-21.4%	-21.6%	-20.4%	22.2%	-48.1%	Feb '21
International Bond	48.90	0.2%	1.0%	-0.5%	0.3%	2.7%	4.5%	3.6%	-0.3%	-1.3%	-0.4%	-1.7%	13.8%	-4.4%	Dec '20
iShares Latin America	21.64	0.05%	1.3%	1.7%	-10.6%	-11.8%	-16.7%	-23.1%	3.5%	9.8%	-8.3%	17.1%	5.2%	-32.3%	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	549.46	1.0%	2.7%	1.1%	2.7%	9.6%	25.6%	25.0%	2.0%	42.8%	95.1%	30.9%	73.5%	-1.4%	Dec '24
US Large Growth	406.98	1.2%	3.0%	-0.1%	6.0%	12.8%	31.0%	33.1%	1.3%	55.1%	128.5%	35.0%	98.3%	-2.8%	Dec '24
US Large Value	191.48	0.7%	2.5%	3.2%	0.3%	7.6%	19.1%	14.2%	3.4%	25.9%	54.1%	20.9%	46.7%	-3.7%	Nov '24

US MidCap Blend	273.82	0.5%	2.7%	2.6%	2.4%	11.2%	21.5%	15.3%	3.7%	25.2%	61.5%	13.3%	51.2%	-3.4%	Nov '24
US MidCap Growth	266.23	0.6%	3.1%	2.6%	6.6%	15.3%	23.6%	16.4%	4.9%	26.6%	66.3%	8.3%	59.9%	-3.0%	Dec '24
US MidCap Value	166.27	0.4%	2.3%	2.4%	-1.1%	7.7%	19.5%	14.0%	2.8%	23.6%	54.4%	18.4%	43.2%	-5.0%	Nov '24

US Small Blend	248.52	0.4%	2.5%	2.8%	4.2%	10.1%	21.3%	14.2%	3.4%	27.7%	58.6%	14.4%	48.5%	-4.6%	Nov '24
US Small Growth	294.66	0.4%	2.8%	1.3%	2.8%	6.9%	22.3%	15.0%	2.4%	22.4%	38.3%	1.7%	44.3%	-10.1%	Feb '21
US Small Value	166.95	0.4%	2.3%	1.7%	0.6%	2.4%	14.6%	7.6%	1.7%	14.9%	43.9%	5.6%	33.0%	-7.5%	Nov '24

Foreign Large Blend	76.78	0.4%	2.2%	2.2%	-3.9%	-2.1%	7.1%	3.5%	1.5%	9.8%	27.0%	5.8%	47.1%	-7.8%	Sep '24
Foreign Growth	98.59	0.5%	2.6%	1.6%	-4.4%	-3.0%	5.2%	1.5%	1.8%	1.8%	20.1%	-6.8%	41.3%	-8.9%	Sep '21
Foreign Value	53.26	0.4%	1.9%	2.8%	-3.2%	-0.9%	9.2%	5.4%	1.5%	17.7%	30.5%	19.4%	53.2%	-6.5%	Sep '24

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	24.38	0.08%	0.1%	0.6%	2.0%	4.0%	8.4%	8.3%	0.5%	21.3%	29.0%	21.5%	27.1%	New Peak	Jan '25
Ultra Short- Janus AAA CLO	50.92	0.08%	0.2%	0.7%	1.8%	3.4%	7.3%	7.4%	0.4%	16.9%	-	17.1%	19.2%	New Peak	Jan '25
Bank Loan- Invesco	21.15	0.09%	0.2%	0.7%	1.8%	4.3%	8.7%	8.2%	0.4%	19.2%	23.4%	19.2%	25.2%	New Peak	Jan '25
Interval CEF- Cliffwater	10.67	0%	0.1%	0.8%	2.5%	5.3%	12.3%	12.6%	0.5%	29.5%	50.7%	30.1%	26.7%	New Peak	Jan '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	47.20	0.9%	2.5%	2.3%	1.4%	9.2%	29.5%	27.9%	2.9%	67.2%	-	63.0%	80.0%	-1.4%	Dec '24
Int’l Min Volatility- Franklin	30.94	0.6%	1.1%	3.2%	1.2%	5.3%	18.1%	15.9%	1.4%	41.2%	51.5%	42.3%	52.8%	New Peak	Jan '25
MidCap 30 - Hennessy (hi fee)	24.43	0.5%	1.3%	1.2%	1.9%	11.6%	41.1%	34.6%	2.6%	102.3%	184.5%	85.7%	90.9%	-6.2%	Nov '24
Small Value- Avantis	99.32	0.4%	2.0%	3.3%	3.7%	4.7%	16.4%	9.3%	2.9%	38.0%	104.6%	29.6%	48.7%	-6.3%	Nov '24
Mid Value- Pacer Cash Cows	58.42	0.6%	1.8%	3.3%	0.9%	5.2%	16.1%	10.6%	3.4%	35.4%	107.3%	31.1%	41.9%	-4.4%	Nov '24
Growth- S&P Momentum	98.65	1.1%	3.3%	3.4%	5.0%	14.6%	45.3%	45.8%	3.8%	73.4%	139.4%	59.4%	95.9%	New Peak	Jan '25
Invesco S&P Quality	68.11	0.7%	2.4%	0.6%	0.8%	7.5%	24.3%	25.4%	1.6%	44.2%	94.5%	33.5%	76.0%	-2.1%	Dec '24
Rotation Factor- BlackRock	52.21	1.1%	2.6%	0.9%	2.6%	10.9%	29.9%	30.3%	1.9%	60.2%	99.5%	43.5%	94.4%	-1.9%	Dec '24
US Min Volatility- Fidelity	61.00	0.4%	1.7%	-0.1%	-1.2%	5.7%	14.8%	16.1%	0.7%	31.6%	63.5%	22.5%	49.4%	-2.9%	Dec '24
Derivative Income- JPMorgan	58.50	0.4%	1.7%	1.2%	0.0%	7.1%	13.5%	12.6%	1.7%	27.6%	-	21.9%	39.1%	-2.5%	Nov '24

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	14.98	0.2%	0.2%	1.1%	2.6%	5.0%	8.7%	12.1%	0.9%	24.8%	30.2%	22.6%	22.2%	-0.5%	Dec '24
Multistrategy- AQR	12.54	0.3%	1.0%	2.5%	4.3%	4.4%	13.6%	13.3%	1.9%	39.3%	-	43.8%	28.5%	New Peak	Jan '25
Long Short- AQR	16.43	0.2%	1.0%	2.1%	8.6%	11.1%	27.4%	30.5%	2.6%	80.9%	118.5%	97.1%	87.9%	-0.1%	Jan '25
Mkt Neutral- BlackRock	13.89	0.2%	-0.3%	2.5%	5.9%	7.9%	20.9%	21.4%	2.9%	45.7%	47.3%	47.0%	47.6%	-0.5%	Jan '25
Multi Strategy- Variant	27.01	0.11%	0.1%	0.6%	2.1%	4.2%	4.7%	5.1%	0.4%	21.0%	43.2%	21.6%	17.5%	New Peak	Jan '25
Long Short- First Trust	67.20	0.4%	1.6%	1.6%	4.4%	8.8%	17.9%	18.8%	2.1%	42.5%	61.0%	34.4%	48.7%	-0.7%	Dec '24

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)	196.00	1.6%	3.3%	2.4%	19.6%	10.6%	34.4%	36.0%	3.5%	50.9%	165.4%	35.7%	101.6%	-0.4%	Jan '25
Meta (Communications)	612.77	0.2%	3.1%	4.7%	6.6%	28.7%	60.4%	66.0%	4.7%	102.9%	177.8%	81.7%	382.4%	-3.1%	Dec '24
Amazon (Cyclical)	225.94	2.4%	3.8%	0.5%	19.5%	23.4%	45.4%	44.4%	3.0%	58.4%	138.8%	32.6%	100.1%	-3.0%	Dec '24
Tesla (Cyclical)	426.50	3.1%	7.6%	1.3%	94.9%	78.3%	101.0%	62.5%	5.6%	35.6%	1069.1%	6.6%	96.3%	-11.1%	Dec '24
Procter & Gamble (Defensive)	161.13	0.4%	0.9%	-4.1%	-5.0%	-3.5%	11.2%	17.3%	-3.9%	6.1%	44.6%	6.5%	37.1%	-10.3%	Dec '24
PepsiCo (Defensive)	148.25	1.2%	2.3%	-3.0%	-14.6%	-11.0%	-7.7%	-7.6%	-2.5%	-7.2%	20.7%	-6.6%	-6.5%	-20.3%	May '23
Coca-Cola (Defensive)	62.71	0.7%	1.1%	0.3%	-9.0%	-2.6%	8.0%	8.9%	0.7%	13.5%	28.1%	15.7%	21.8%	-12.9%	Sep '24
Exxon Mobil (Energy)	112.32	0.9%	2.4%	6.1%	-5.7%	-1.7%	19.8%	11.3%	4.4%	73.0%	111.8%	96.5%	23.0%	-9.7%	Oct '24
Chevron (Energy)	161.47	1.3%	2.9%	13.0%	8.1%	3.6%	18.4%	1.3%	11.5%	42.9%	78.0%	52.1%	11.9%	-6.8%	Jan '23
JPMorgan Chase (Financial)	259.16	1.9%	4.7%	9.6%	16.8%	24.9%	55.6%	44.3%	8.7%	94.1%	118.6%	75.2%	165.1%	New Peak	Jan '25
Visa (Financial)	319.62	0.7%	3.4%	0.6%	11.6%	20.9%	18.9%	22.3%	1.1%	58.8%	59.7%	47.7%	82.5%	-0.4%	Dec '24
Mastercard (Financial)	524.70	0.3%	3.1%	-0.5%	2.0%	18.6%	20.8%	24.2%	-0.2%	50.4%	67.6%	44.2%	87.6%	-2.0%	Dec '24
Bank of America (Financial)	46.53	-0.2%	1.6%	5.3%	12.0%	9.8%	48.1%	33.9%	5.9%	12.1%	53.8%	9.0%	65.7%	-2.1%	Nov '24
UnitedHealth (Health)	509.76	-0.2%	-6.2%	1.9%	-10.5%	-9.2%	2.8%	-2.4%	0.8%	15.4%	82.6%	6.0%	5.4%	-18.2%	Nov '24
Johnson & Johnson (Health)	147.03	-0.5%	1.6%	1.8%	-9.0%	-3.5%	-6.2%	-4.8%	1.7%	-2.7%	13.2%	-6.5%	-3.3%	-14.3%	Apr '22
Eli Lilly (Health)	725.72	-4.2%	-2.6%	-5.5%	-19.8%	-15.1%	16.2%	33.3%	-6.0%	207.6%	449.5%	175.2%	127.9%	-24.3%	Aug '24
Union Pacific (Industrials)	234.26	-0.3%	2.1%	3.5%	-2.0%	-2.3%	0.1%	-5.1%	2.7%	1.9%	43.2%	1.3%	28.6%	-9.7%	Mar '22
Honeywell (Industrials)	222.58	-0.05%	1.9%	-2.5%	1.0%	4.8%	13.2%	10.0%	-1.5%	15.6%	36.4%	14.7%	35.1%	-5.7%	Dec '24
Apple (IT)	229.98	0.8%	-1.4%	-9.6%	-2.6%	2.8%	20.6%	30.7%	-8.2%	43.9%	199.7%	28.4%	68.3%	-11.2%	Dec '24
Microsoft (IT)	429.03	1.0%	3.2%	-1.7%	2.7%	-1.5%	8.4%	12.9%	1.8%	48.7%	169.4%	31.5%	93.7%	-7.9%	Jul '24
Nvidia (IT)	137.71	3.1%	4.5%	2.2%	-4.2%	16.8%	131.5%	171.2%	2.5%	490.1%	2131.0%	357.9%	1098.7%	-7.8%	Jan '25
Broadcom (IT)	237.44	3.5%	5.7%	7.8%	32.3%	51.8%	98.7%	110.5%	2.4%	376.4%	787.9%	283.0%	476.4%	-4.8%	Dec '24
Adobe (IT)	429.99	0.7%	4.2%	-3.8%	-13.6%	-22.0%	-29.7%	-25.5%	-3.3%	-14.0%	22.9%	-23.8%	50.3%	-37.5%	Nov '21
Oracle (IT)	161.03	0.9%	3.0%	-4.9%	-7.1%	16.8%	48.4%	60.0%	-3.1%	104.5%	214.4%	92.0%	160.1%	-16.1%	Nov '24
salesforce.com (IT)	324.56	1.4%	0.3%	-5.6%	11.5%	31.4%	16.2%	27.8%	-2.9%	49.3%	76.2%	27.8%	129.4%	-11.7%	Dec '24
Linde PLC (Materials)	436.00	0.8%	2.0%	2.8%	-9.5%	-1.4%	8.3%	3.2%	4.1%	43.7%	121.4%	34.2%	65.3%	-10.1%	Oct '24
Sherwin-Williams (Materials)	353.98	-0.05%	3.6%	2.5%	-7.1%	10.4%	17.4%	9.9%	4.1%	24.3%	87.2%	7.3%	79.3%	-11.4%	Nov '24
American Tower (Real Estate)	190.39	0.2%	6.5%	4.5%	-13.3%	-7.9%	-3.4%	-12.2%	3.8%	-14.7%	-8.3%	-27.1%	11.6%	-30.5%	Sep '21
Prologis Inc. (Real Estate)	109.48	-1.3%	1.3%	6.0%	-6.2%	-10.1%	-12.0%	-18.1%	3.6%	-23.3%	30.6%	-27.7%	16.5%	-31.4%	Apr '22
NextEra Energy (Utilities)	70.76	-0.9%	4.1%	-1.3%	-15.2%	-0.4%	27.2%	21.5%	-1.3%	-7.4%	23.9%	-16.6%	3.4%	-18.1%	Dec '21
Duke Energy (Utilities)	109.26	0.2%	2.3%	0.9%	-8.0%	4.1%	19.0%	15.6%	1.4%	19.8%	41.2%	19.2%	39.5%	-8.7%	Oct '24

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	15.06	0.1%	1.2%	0.1%	-0.6%	2.2%	6.1%	4.7%	0.2%	1.2%	8.8%	-0.8%	18.8%	-2.0%	Nov '21
Moderate-60% Stock	57.73	0.3%	1.6%	0.4%	-0.5%	3.6%	12.3%	10.7%	0.7%	13.3%	33.1%	8.7%	37.9%	-2.2%	Dec '24
Mod Agg-80% Stock	44.77	0.6%	2.1%	1.0%	0.0%	4.8%	15.4%	13.1%	1.4%	18.9%	46.2%	12.4%	47.7%	-2.2%	Dec '24
Aggressive-90% Stock	26.90	0.6%	2.4%	1.0%	0.0%	4.6%	15.2%	12.6%	1.8%	18.9%	52.0%	10.8%	47.9%	-2.7%	Dec '24

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	101900.08	0.8%	5.6%	4.8%	51.3%	49.5%	145.3%	121.1%	9.1%	179.5%	1065.1%	119.3%	431.9%	-4.0%	Dec '24
Ethereum	3250.88	1.3%	0.8%	-2.6%	22.0%	-8.1%	32.5%	46.1%	-2.5%	27.1%	1815.7%	-13.6%	151.1%	-32.4%	Nov '21
BNB	679.95	-0.3%	-2.7%	2.5%	13.5%	13.0%	113.6%	124.4%	-3.0%	77.5%	3650.9%	32.8%	150.9%	-9.4%	Dec '24
Solana	239.38	-4.5%	27.7%	32.0%	44.0%	29.7%	163.5%	86.5%	26.5%	113.8%	-	40.6%	668.1%	-8.6%	Jan '25
Bitcoin ETF	59.62	4.4%	8.7%	8.8%	54.6%	55.3%	150.5%	-	12.4%	-	-	-	-	-1.8%	Dec '24
Grayscale Bitcoin (hi fee)	83.05	4.4%	8.6%	8.6%	54.1%	39.2%	124.4%	113.8%	12.2%	224.5%	752.7%	142.3%	640.9%	-2.0%	Dec '24

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	4.84	0.02%	-2.8%	2.7%	8.0%	8.9%	11.3%	19.1%	1.2%	134.7%	117.2%	140.3%	24.7%	-68.1%	Oct '81
10yr Treasury rate	4.61	0.07%	-3.7%	1.9%	10.2%	8.7%	11.2%	18.3%	0.8%	163.8%	160.5%	183.1%	18.1%	-70.9%	Sep '81
5yr Treasury rate	4.41	0.4%	-3.8%	0.8%	11.0%	6.0%	8.4%	14.1%	0.8%	185.3%	180.6%	223.4%	7.3%	-72.9%	Sep '81
13-week T-bill	4.19	-0.05%	-0.5%	-0.5%	-7.2%	-19.3%	-19.3%	-18.8%	-0.4%	2553.8%	179.0%	7811.3%	18.7%	-75.5%	Dec '80
Crude Oil	76.74	-0.1%	-1.0%	10.5%	8.8%	-4.2%	4.5%	0.1%	7.0%	-9.9%	31.5%	0.9%	-12.1%	-47.2%	Jul '08
Gold	2727.80	-0.1%	1.9%	3.8%	0.2%	13.9%	34.6%	27.5%	3.8%	48.9%	75.3%	51.6%	63.3%	-2.2%	Oct '24
EUR/USD	1.04	1.0%	1.1%	0.1%	-4.0%	-4.8%	-4.6%	-6.0%	-0.3%	-8.3%	-6.5%	-8.7%	6.9%	-35.1%	Apr '08
USD/JPY	155.93	-0.2%	-0.9%	-1.1%	3.5%	-0.9%	5.3%	11.0%	-0.7%	36.8%	41.5%	35.4%	6.3%	-3.5%	Jul '24
S&P 500 Volatility Index	15.81	-1.0%	-15.5%	-13.9%	-13.9%	-4.3%	18.9%	39.4%	-8.9%	-45.2%	23.0%	-4.8%	-52.9%	-80.9%	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	50.27	-0.06%	0.3%	0.4%	0.9%	2.9%	6.5%	6.5%	0.2%	11.1%	16.7%	10.8%	15.7%	-0.1%	Jan '25
Interm Muni- JPMorgan	50.10	0.2%	0.6%	0.2%	-0.4%	0.5%	2.5%	1.9%	-0.1%	1.1%	5.1%	-0.1%	10.9%	-1.5%	Dec '24
Interm Bond- Janus MSB	44.22	0.3%	1.4%	0.0%	-1.1%	0.8%	3.0%	1.5%	0.1%	-4.0%	-0.5%	-5.2%	10.3%	-6.1%	Aug '21
Interm Bond- Vanguard	74.70	-0.04%	1.2%	0.0%	-1.4%	0.7%	2.7%	1.6%	0.0%	-4.8%	-0.9%	-5.9%	10.5%	-8.8%	Aug '20
Multisector Bond- Intrepid	9.09	0.11%	0.6%	1.0%	2.1%	5.3%	10.5%	10.4%	0.7%	19.5%	42.4%	19.4%	25.5%	New Peak	Jan '25
Int’l Bond- JPMorgan	47.44	0.3%	0.9%	0.1%	0.0%	2.3%	4.6%	3.5%	0.4%	6.1%	12.8%	5.5%	18.6%	-1.0%	Sep '24
Long Bond- Vanguard	74.67	0.2%	2.1%	-0.6%	-2.6%	-0.6%	0.2%	-1.9%	-0.1%	-15.9%	-11.6%	-17.6%	16.3%	-21.0%	Sep '21
Long CA Muni- PIMCO	9.35	0.2%	0.8%	0.4%	-0.8%	0.4%	3.6%	2.9%	-0.4%	0.7%	6.9%	-0.8%	14.0%	-2.3%	Dec '24
Long Muni- iShares	56.78	0.3%	0.7%	-0.4%	-0.6%	0.6%	1.8%	1.6%	-0.9%	-0.7%	1.6%	-2.4%	9.0%	-2.7%	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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