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S&P 500 (Large Cap)

Return

43.4%

[

8.7%

annualized]

Dec 31 2020 - Apr 23 2025

-12.4%

Below
Peak
Feb '25

DJIA (Large Value)

Return

29.7%

[

6.2%

annualized]

Dec 31 2020 - Apr 23 2025

-11.8%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

-2.4%

[

-0.6%

annualized]

Dec 31 2020 - Apr 23 2025

-21.1%

Below
Peak
Nov '21

Performance Range:

As of Apr 23 01:15 PM EDT 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 (Large Cap)	5385.16	1.8%	2.1%	-5.0%	-12.0%	-7.1%	6.2%	23.3%	-8.4%	26.1%	92.5%	12.3%	50.5%	-12.4%	Feb '25
DJIA (Large Value)	39683.80	1.3%	0.0%	-5.5%	-11.0%	-6.7%	3.1%	12.9%	-6.7%	17.4%	68.8%	8.5%	35.9%	-11.8%	Dec '24
Russell 2000 (Small Cap)	1927.56	2.0%	3.4%	-6.3%	-16.7%	-12.9%	-3.7%	10.0%	-13.6%	-0.7%	58.8%	-15.2%	14.2%	-21.1%	Nov '21
NASDAQ Comp (Tech/Growth)	16771.64	2.9%	2.8%	-5.7%	-16.4%	-8.2%	6.8%	28.6%	-13.1%	30.6%	97.4%	5.9%	61.0%	-16.9%	Dec '24
Aggregate Bond	97.71	0.3%	-0.4%	-0.7%	1.9%	1.0%	5.8%	1.0%	1.8%	4.3%	-5.1%	-4.8%	11.1%	-7.6%	Aug '20
Muni ~7yrs	103.49	0.3%	-0.2%	-2.0%	-1.6%	-1.5%	0.1%	1.3%	-2.1%	5.1%	4.2%	-3.0%	7.3%	-3.7%	Dec '24
Corp Bond	106.41	0.5%	-0.5%	-1.8%	0.7%	-0.4%	5.4%	0.9%	0.7%	5.9%	-2.9%	-7.8%	16.9%	-10.5%	Sep '21
High Yield Bond	78.17	0.7%	1.1%	-0.9%	-0.5%	1.7%	7.6%	7.4%	0.8%	16.7%	27.9%	7.6%	25.9%	-1.5%	Feb '25
Preferred	29.90	1.0%	2.0%	-4.0%	-5.0%	-6.3%	1.6%	7.2%	-3.3%	4.6%	16.9%	-7.3%	13.7%	-8.0%	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	81.49	0.1%	1.6%	-4.6%	-8.2%	-14.0%	-5.9%	0.1%	-2.7%	1.2%	83.4%	-2.6%	25.0%	-15.7%	Oct '24
Consumer Discretionary/Cyclical	191.48	2.9%	3.9%	-2.8%	-17.0%	-0.9%	12.0%	26.5%	-14.4%	11.9%	80.7%	-6.3%	40.9%	-19.7%	Dec '24
Financial Services	47.79	1.3%	2.7%	-3.0%	-5.4%	2.2%	18.0%	30.6%	-0.8%	39.6%	144.8%	28.2%	64.9%	-8.1%	Feb '25
Real Estate	86.71	0.03%	1.3%	-3.0%	-3.1%	-8.3%	12.3%	4.8%	-1.7%	-10.6%	44.9%	-14.3%	25.8%	-15.0%	Dec '21
Communication Services	91.95	1.6%	2.6%	-5.5%	-7.3%	2.4%	15.1%	34.7%	-4.7%	54.6%	100.3%	21.5%	98.1%	-12.4%	Feb '25
Energy	81.28	-0.1%	2.0%	-11.5%	-11.2%	-8.0%	-12.7%	5.6%	-4.4%	18.9%	189.2%	59.9%	10.6%	-15.1%	Nov '24
Industrials	126.53	1.5%	1.5%	-4.0%	-10.4%	-6.7%	4.3%	17.3%	-3.7%	35.1%	124.0%	27.1%	55.4%	-11.4%	Nov '24
Technology	199.16	3.5%	2.7%	-6.8%	-17.5%	-12.5%	1.7%	21.6%	-14.2%	42.7%	139.3%	16.6%	74.3%	-17.6%	Feb '25
Consumer Staples/Defensive	81.28	-1.2%	1.4%	3.0%	5.4%	0.6%	10.7%	12.2%	3.9%	11.1%	59.6%	14.7%	28.4%	-2.3%	Feb '25
Healthcare	135.68	0.5%	-0.4%	-7.1%	-5.5%	-9.0%	-2.4%	2.5%	-1.0%	6.5%	48.3%	2.5%	15.9%	-12.7%	Sep '24
Utilities	77.91	-0.12%	1.2%	-0.4%	-0.3%	-3.7%	21.0%	23.3%	3.7%	15.3%	57.2%	21.6%	37.1%	-4.6%	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	113.76	1.5%	2.6%	-3.6%	-6.8%	-3.4%	8.4%	17.4%	-3.2%	27.2%	87.5%	12.9%	53.4%	-8.4%	Feb '25
MSCI Emerging Markets	43.13	1.4%	3.7%	-3.3%	1.1%	-3.0%	9.1%	6.5%	3.1%	9.5%	35.0%	-5.6%	32.9%	-18.4%	Feb '21
FTSE Europe	71.16	0.4%	2.8%	-0.9%	6.5%	6.1%	10.9%	1.9%	12.6%	30.2%	89.5%	14.7%	68.0%	-2.8%	Mar '25
MSCI Japan	69.63	0.5%	4.3%	-2.4%	2.7%	6.1%	5.8%	7.0%	3.8%	29.3%	50.5%	9.8%	49.6%	-3.1%	Sep '24
MSCI India	53.25	-0.5%	4.1%	3.5%	4.2%	-3.3%	3.1%	8.6%	1.2%	21.6%	119.9%	15.4%	32.6%	-9.4%	Sep '24
MSCI China	51.81	1.8%	5.4%	-6.9%	12.0%	5.4%	30.3%	17.7%	10.6%	15.4%	-4.0%	-10.8%	37.0%	-41.9%	Feb '21
International Bond	49.22	-0.2%	0.1%	1.4%	1.3%	1.6%	5.7%	3.6%	1.0%	7.0%	0.8%	-0.5%	15.3%	-3.1%	Dec '20
iShares Latin America	24.46	1.6%	6.7%	1.1%	9.4%	1.0%	-4.9%	-23.1%	17.0%	11.7%	88.9%	32.4%	18.9%	-23.5%	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	493.56	1.9%	2.1%	-4.8%	-11.7%	-6.5%	7.6%	25.0%	-8.1%	31.9%	107.8%	18.0%	56.4%	-12.1%	Feb '25
US Large Growth	350.85	2.8%	2.7%	-5.2%	-15.8%	-7.2%	8.8%	33.1%	-12.5%	42.1%	118.9%	16.5%	71.1%	-16.1%	Dec '24
US Large Value	178.78	1.0%	1.7%	-4.5%	-7.4%	-5.5%	4.9%	14.2%	-3.0%	17.5%	87.0%	13.3%	37.5%	-9.7%	Nov '24

US MidCap Blend	249.74	1.3%	2.5%	-3.6%	-9.6%	-5.3%	5.8%	14.9%	-5.0%	15.2%	86.9%	3.5%	38.0%	-11.5%	Nov '24
US MidCap Growth	239.97	2.2%	2.9%	-3.0%	-12.0%	-2.4%	7.8%	16.4%	-5.3%	20.0%	76.2%	-2.2%	44.4%	-13.2%	Feb '25
US MidCap Value	153.07	0.5%	2.2%	-4.1%	-7.5%	-7.8%	4.3%	14.0%	-4.8%	11.3%	98.0%	9.8%	32.7%	-12.0%	Nov '24

US Small Blend	211.37	1.8%	3.0%	-5.8%	-15.8%	-10.0%	-1.0%	14.2%	-11.7%	9.7%	85.6%	-2.3%	26.8%	-18.6%	Nov '24
US Small Growth	246.82	2.4%	3.2%	-6.1%	-18.4%	-12.3%	-1.4%	15.0%	-14.1%	7.7%	49.1%	-14.7%	21.1%	-24.6%	Feb '21
US Small Value	143.20	1.4%	3.2%	-6.5%	-14.6%	-12.7%	-3.9%	7.6%	-12.5%	-1.5%	87.4%	-9.1%	14.5%	-20.4%	Nov '24

Foreign Large Blend	82.72	0.5%	3.1%	-1.1%	5.0%	5.2%	9.6%	3.5%	9.4%	28.1%	75.0%	14.0%	58.5%	-2.6%	Mar '25
Foreign Growth	101.23	0.8%	3.0%	-1.8%	-0.5%	-0.2%	3.0%	1.5%	4.5%	16.5%	46.8%	-4.3%	45.0%	-6.5%	Sep '21
Foreign Value	59.74	0.2%	3.3%	-0.3%	10.1%	10.0%	16.1%	5.4%	13.9%	39.5%	103.3%	33.9%	71.9%	-1.6%	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	23.79		0.5%	1.1%	-0.3%	-1.1%	1.1%	5.1%	8.3%	-0.4%	20.6%	36.3%	20.5%	26.0%	-1.1%	Feb '25
Ultra Short- Janus AAA CLO	50.38		0.11%	0.3%	0.1%	0.2%	2.0%	5.6%	7.4%	0.7%	17.5%	-	17.4%	19.5%	-0.3%	Apr '25
Bank Loan- Invesco	20.64		0.7%	1.3%	0.1%	-0.4%	1.7%	6.1%	8.2%	0.2%	20.1%	33.5%	19.0%	25.0%	-0.4%	Feb '25
Interval CEF- Cliffwater	10.59	p	EOD	0.2%	-2.2%	-0.9%	1.7%	7.9%	12.6%	-0.3%	26.3%	51.7%	29.1%	25.8%	-2.4%	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	41.90		2.2%	2.0%	-5.5%	-13.1%	-9.0%	3.9%	27.9%	-8.5%	45.2%	-	45.1%	60.2%	-13.1%	Jan '25
Int’l Min Volatility- Franklin	31.43		0.4%	3.1%	-3.5%	1.7%	3.6%	11.4%	15.9%	3.4%	41.9%	102.7%	45.1%	55.8%	-4.3%	Mar '25
MidCap 30 - Hennessy (hi fee)	20.09	p	EOD	1.5%	-8.4%	-19.5%	-15.0%	-0.3%	34.6%	-15.6%	52.3%	265.7%	52.7%	57.0%	-22.9%	Nov '24
Small Value- Avantis	81.91		1.4%	3.4%	-6.4%	-17.8%	-13.1%	-7.9%	9.3%	-14.8%	11.9%	168.5%	7.3%	23.1%	-22.4%	Nov '24
Mid Value- Pacer Cash Cows	50.78		0.7%	2.4%	-7.7%	-13.4%	-10.4%	-7.1%	10.6%	-9.7%	10.8%	138.7%	14.5%	23.8%	-16.5%	Nov '24
Growth- S&P Momentum	91.07		3.0%	3.2%	-3.2%	-10.1%	-1.7%	19.1%	45.8%	-4.0%	63.8%	146.7%	47.4%	81.2%	-11.6%	Feb '25
Invesco S&P Quality	63.97		1.0%	2.1%	-3.4%	-7.9%	-3.8%	10.4%	25.4%	-4.3%	41.1%	111.2%	25.8%	65.8%	-9.9%	Feb '25
Rotation Factor- BlackRock	46.96		2.0%	2.3%	-4.6%	-11.7%	-6.4%	10.2%	30.3%	-8.0%	48.6%	118.8%	29.5%	75.5%	-12.3%	Feb '25
US Min Volatility- Fidelity	58.12		0.9%	1.3%	-3.5%	-5.6%	-4.7%	8.3%	16.1%	-3.7%	25.2%	86.0%	17.2%	42.9%	-7.8%	Feb '25
Derivative Income- JPMorgan	54.28		0.8%	1.2%	-4.3%	-6.5%	-5.3%	3.8%	12.6%	-3.9%	17.5%	-	15.2%	31.4%	-7.9%	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	14.84	p	EOD	0.5%	-1.3%	-1.7%	1.9%	4.1%	12.1%	-0.1%	22.7%	29.0%	21.5%	21.1%	-2.4%	Feb '25
Multistrategy- AQR	12.79	p	EOD	0.6%	-2.4%	1.8%	7.0%	5.1%	13.3%	3.9%	33.5%	-	46.7%	31.1%	-3.1%	Apr '25
Long Short- AQR	17.14	p	EOD	-0.4%	-2.0%	2.9%	14.1%	19.8%	30.5%	7.0%	81.5%	177.3%	105.6%	96.0%	-3.1%	Mar '25
Mkt Neutral- BlackRock	14.08	p	EOD	-0.4%	0.4%	2.2%	8.2%	13.0%	21.4%	4.3%	50.1%	52.9%	49.1%	49.6%	-1.6%	Apr '25
Multi Strategy- Variant	26.83	p	EOD	0.1%	0.5%	1.6%	3.7%	4.1%	5.1%	2.0%	20.3%	45.9%	23.6%	19.4%	New Peak	Apr '25
Long Short- First Trust	62.38		0.4%	1.0%	-2.6%	-8.3%	-2.3%	5.2%	18.8%	-5.0%	29.1%	65.5%	25.1%	38.3%	-8.3%	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)	155.21	2.5%	1.2%	-5.4%	-21.5%	-4.4%	-1.5%	36.0%	-17.9%	30.4%	145.4%	7.6%	59.9%	-24.7%	Feb '25
Meta (Communications)	520.73	4.1%	3.7%	-12.7%	-18.1%	-7.5%	5.3%	66.0%	-11.0%	184.2%	182.6%	54.5%	310.3%	-29.3%	Feb '25
Amazon (Cyclical)	181.74	4.9%	4.3%	-7.4%	-22.8%	-1.6%	1.2%	44.4%	-17.2%	25.9%	51.5%	6.7%	61.0%	-24.9%	Feb '25
Tesla (Cyclical)	256.41	7.7%	6.2%	3.1%	-37.8%	20.0%	77.2%	62.5%	-36.5%	-23.5%	445.1%	-35.9%	18.0%	-46.6%	Dec '24
Procter & Gamble (Defensive)	163.54	-2.6%	-1.1%	-1.3%	-0.4%	-2.4%	3.7%	17.3%	-1.2%	9.4%	54.9%	9.5%	40.8%	-7.9%	Dec '24
PepsiCo (Defensive)	141.15	-1.6%	0.8%	-3.0%	-4.2%	-17.0%	-14.8%	-7.6%	-6.4%	-10.4%	25.4%	-10.3%	-10.2%	-23.4%	May '23
Coca-Cola (Defensive)	72.65	-1.7%	1.4%	5.8%	18.9%	8.4%	23.4%	8.9%	17.5%	21.8%	88.0%	35.1%	42.1%	-1.7%	Apr '25
Exxon Mobil (Energy)	107.22	-1.0%	2.9%	-7.2%	-1.8%	-9.3%	-8.4%	11.3%	0.6%	39.7%	212.8%	89.3%	18.5%	-13.0%	Oct '24
Chevron (Energy)	136.18	-0.8%	0.6%	-17.3%	-11.7%	-7.6%	-12.8%	1.3%	-4.9%	-4.9%	95.8%	29.7%	-4.6%	-20.5%	Jan '23
JPMorgan Chase (Financial)	241.59	2.5%	5.2%	0.6%	-8.6%	9.4%	28.7%	44.3%	1.9%	106.8%	210.6%	64.4%	148.6%	-13.2%	Feb '25
Visa (Financial)	334.87	1.0%	1.1%	-0.2%	2.2%	18.4%	23.1%	22.3%	6.1%	64.6%	108.6%	55.0%	91.6%	-7.7%	Feb '25
Mastercard (Financial)	531.47	0.8%	3.5%	-0.6%	-0.4%	3.8%	15.5%	24.2%	1.2%	54.1%	113.6%	46.3%	90.4%	-7.6%	Feb '25
Bank of America (Financial)	39.06	1.9%	4.6%	-8.0%	-15.3%	-6.6%	4.3%	33.9%	-10.6%	12.7%	102.2%	-7.9%	40.0%	-17.7%	Feb '25
UnitedHealth (Health)	431.97	1.1%	-26.2%	-16.4%	-18.1%	-22.9%	-9.7%	-2.4%	-14.2%	-13.3%	62.9%	-9.8%	-10.3%	-30.4%	Nov '24
Johnson & Johnson (Health)	154.86	-1.8%	0.6%	-5.4%	6.5%	-5.1%	6.9%	-4.8%	7.9%	-6.8%	14.6%	-0.7%	2.6%	-9.0%	Apr '22
Eli Lilly (Health)	823.57	-0.5%	12.1%	-1.7%	7.6%	-8.5%	11.2%	33.3%	6.9%	203.7%	447.5%	212.8%	159.1%	-13.9%	Aug '24
Union Pacific (Industrials)	219.63	1.3%	1.4%	-6.1%	-11.0%	-8.0%	-5.0%	-5.1%	-3.2%	0.5%	60.8%	-4.5%	21.2%	-14.9%	Mar '22
Honeywell (Industrials)	197.85	-0.3%	2.4%	-5.8%	-11.9%	-9.3%	3.0%	10.0%	-11.9%	10.6%	62.9%	2.5%	20.8%	-15.7%	Dec '24
Apple (IT)	204.75	2.5%	5.4%	-6.2%	-8.4%	-11.1%	23.3%	30.7%	-18.1%	28.6%	206.8%	14.5%	50.0%	-20.9%	Dec '24
Microsoft (IT)	376.17	2.5%	1.2%	-3.9%	-15.6%	-11.1%	-7.0%	12.9%	-10.6%	40.8%	129.3%	15.5%	70.2%	-19.1%	Jul '24
Nvidia (IT)	103.89	5.1%	-0.6%	-11.7%	-29.4%	-25.5%	26.1%	171.2%	-22.6%	433.2%	1368.6%	245.5%	804.4%	-30.5%	Jan '25
Broadcom (IT)	178.36	5.2%	2.1%	-6.9%	-25.5%	3.4%	44.5%	110.5%	-22.8%	223.9%	682.6%	188.5%	334.3%	-28.2%	Dec '24
Adobe (IT)	352.95	0.9%	2.5%	-8.9%	-19.3%	-27.2%	-25.4%	-25.5%	-20.6%	-13.6%	5.2%	-37.5%	23.3%	-48.7%	Nov '21
Oracle (IT)	132.14	3.9%	1.8%	-12.9%	-28.9%	-23.2%	16.1%	60.0%	-20.2%	81.0%	173.8%	58.1%	114.2%	-30.9%	Nov '24
salesforce.com (IT)	251.53	3.3%	0.7%	-10.2%	-24.7%	-11.3%	-8.6%	27.8%	-24.6%	47.8%	67.0%	-0.8%	78.0%	-31.4%	Dec '24
Linde PLC (Materials)	446.12	-1.9%	-0.4%	-2.7%	1.5%	-6.0%	1.5%	3.2%	6.9%	50.0%	164.2%	37.7%	69.7%	-7.7%	Oct '24
Sherwin-Williams (Materials)	331.55	-0.13%	0.1%	-0.9%	-8.0%	-8.2%	10.6%	9.9%	-2.3%	39.2%	108.4%	0.7%	68.3%	-16.9%	Nov '24
American Tower (Real Estate)	209.77	-5.1%	-3.8%	-2.2%	13.5%	-5.7%	24.4%	-12.2%	15.3%	-11.9%	-3.4%	-19.0%	23.9%	-22.8%	Sep '21
Prologis Inc. (Real Estate)	101.69	1.7%	1.4%	-6.2%	-13.5%	-14.4%	0.3%	-18.1%	-2.9%	-34.1%	33.7%	-32.3%	9.2%	-35.8%	Apr '22
NextEra Energy (Utilities)	67.66	1.5%	3.1%	-4.5%	-1.5%	-19.2%	5.1%	21.5%	-4.8%	-0.9%	26.6%	-19.6%	-0.3%	-21.0%	Dec '21
Duke Energy (Utilities)	120.51	-1.6%	0.1%	1.2%	11.2%	1.8%	27.5%	15.6%	12.9%	19.0%	73.4%	32.7%	55.3%	-2.8%	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	14.99	p	EOD	0.0%	-1.0%	-0.1%	0.2%	6.2%	4.7%	0.5%	9.1%	10.9%	-0.5%	19.2%	-1.7%	Feb '25
Moderate-60% Stock	56.44		0.9%	1.6%	-2.3%	-3.2%	-1.6%	7.2%	10.7%	-1.1%	18.4%	46.5%	6.7%	35.4%	-4.6%	Feb '25
Mod Agg-80% Stock	42.85	p	EOD	0.9%	-3.8%	-5.8%	-3.3%	6.4%	13.1%	-3.0%	20.4%	63.7%	7.6%	41.4%	-7.2%	Feb '25
Aggressive-90% Stock	25.22	p	EOD	0.7%	-5.0%	-8.1%	-5.2%	3.4%	12.6%	-4.6%	17.2%	68.5%	3.9%	38.7%	-9.3%	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	93772.33	0.4%	11.6%	9.0%	-9.8%	41.2%	41.2%	121.1%	0.4%	137.5%	1162.1%	101.8%	389.5%	-11.7%	Jan '25
Ethereum	1792.66	2.0%	13.6%	-10.6%	-46.2%	-28.6%	-44.3%	46.1%	-46.2%	-39.0%	868.9%	-52.3%	38.4%	-62.7%	Nov '21
BNB	605.85	-2.1%	4.0%	-2.8%	-12.2%	4.0%	-0.2%	124.4%	-13.6%	50.8%	3685.1%	18.3%	123.6%	-19.2%	Dec '24
Solana	151.05	1.6%	14.9%	13.9%	-40.4%	-11.6%	-2.4%	86.5%	-20.2%	49.9%	23973.4%	-11.3%	384.7%	-42.3%	Jan '25
Bitcoin ETF	53.35	2.4%	11.2%	11.9%	-9.2%	41.1%	40.8%	-	0.6%	-	-	-	-	-12.1%	Dec '24
Grayscale Bitcoin (hi fee)	74.06	2.4%	11.2%	11.7%	-9.6%	40.2%	25.1%	113.8%	0.1%	164.1%	759.7%	116.1%	560.7%	-12.6%	Dec '24
Bloomberg Commodities	20.60	-0.4%	-0.3%	-2.7%	-0.2%	4.5%	3.7%	5.5%	4.3%	-10.8%	81.9%	15.1%	-0.2%	-16.1%	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	4.82	-1.3%	1.5%	4.8%	-1.0%	6.7%	2.0%	19.1%	0.7%	63.7%	300.2%	139.0%	24.0%	-68.3%	Oct '81
10yr Treasury rate	4.37	-0.5%	2.1%	2.7%	-5.8%	3.0%	-5.0%	18.3%	-4.5%	50.3%	612.6%	168.3%	11.9%	-72.4%	Sep '81
5yr Treasury rate	4.00	0.5%	2.2%	-0.3%	-10.0%	-1.5%	-13.5%	14.1%	-8.8%	35.5%	982.9%	192.7%	-2.8%	-75.4%	Sep '81
13-week T-bill	4.20	-0.2%	-0.1%	0.4%	-0.2%	-6.7%	-19.9%	-18.8%	-0.1%	438.8%	4419.4%	7830.2%	19.0%	-75.5%	Dec '80
Crude Oil	61.67	-4.1%	-1.3%	-9.8%	-17.4%	-12.9%	-26.0%	0.1%	-14.0%	-39.6%	273.8%	-18.9%	-29.3%	-57.6%	Jul '08
Gold	3293.60	-3.2%	-1.0%	8.7%	19.2%	21.3%	41.5%	27.5%	25.3%	70.6%	90.0%	83.0%	97.2%	-3.3%	Apr '25
EUR/USD	1.13	-0.1%	-0.5%	4.7%	8.9%	5.2%	5.9%	-6.0%	9.0%	4.6%	5.2%	-0.3%	16.8%	-29.1%	Apr '08
USD/JPY	143.16	0.4%	0.9%	-4.3%	-8.5%	-6.3%	-7.5%	11.0%	-8.8%	11.5%	33.0%	24.3%	-2.4%	-11.4%	Jul '24
S&P 500 Volatility Index	28.80	-5.8%	-11.8%	49.4%	91.7%	49.7%	83.6%	39.4%	66.0%	2.1%	-30.4%	73.5%	-14.2%	-65.2%	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	50.39		0%	0.1%	0.1%	1.3%	2.4%	6.8%	6.5%	1.6%	15.9%	19.0%	12.3%	17.3%	-0.3%	Apr '25
Interm Muni- JPMorgan	49.13		0.3%	0.1%	-1.8%	-1.1%	-0.8%	1.2%	1.9%	-1.2%	7.5%	6.7%	-1.2%	9.7%	-2.7%	Feb '25
Interm Bond- Janus MSB	44.36		0.4%	-0.4%	-1.3%	1.8%	0.9%	6.8%	1.5%	1.7%	5.0%	-0.6%	-3.6%	12.0%	-4.6%	Aug '21
Interm Bond- Vanguard	75.79		0.13%	-0.5%	-0.4%	2.5%	1.4%	7.0%	1.6%	2.4%	6.2%	-2.6%	-3.6%	13.2%	-6.6%	Aug '20
Multisector Bond- Intrepid	8.81	p	EOD	0.2%	-2.0%	-1.1%	1.2%	7.6%	10.4%	-0.3%	18.3%	48.7%	18.2%	24.2%	-2.3%	Feb '25
Int’l Bond- JPMorgan	47.92		-0.01%	0.6%	0.6%	2.0%	2.5%	6.9%	3.5%	2.6%	13.7%	21.1%	7.9%	21.2%	New Peak	Apr '25
Long Bond- Vanguard	73.25		0.9%	-0.7%	-3.4%	-0.7%	-2.8%	3.3%	-1.9%	-0.7%	-0.5%	-13.0%	-18.1%	15.6%	-21.5%	Sep '21
Long CA Muni- PIMCO	9.07	p	EOD	-0.9%	-3.0%	-2.2%	-1.9%	0.7%	2.9%	-2.5%	7.2%	7.8%	-2.9%	11.6%	-4.3%	Dec '24
Long Muni- iShares	55.10		0.3%	-0.4%	-2.3%	-2.2%	-1.8%	-0.4%	1.6%	-3.1%	4.7%	2.0%	-4.6%	6.5%	-4.9%	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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