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S&P 500

Return

72.0%

[

12.5%

annualized]

Dec 31 2020 - Aug 13 2025

New Peak

DJIA (Large Value)

Return

46.7%

[

8.6%

annualized]

Dec 31 2020 - Aug 13 2025

-0.3%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

17.6%

[

3.6%

annualized]

Dec 31 2020 - Aug 13 2025

-4.9%

Below
Peak
Nov '21

Performance Range:

As of Aug 13 03:30 PM EDT Market Open Next update at 04:00 PM EDT

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	6460.10	0.2%	1.8%	3.2%	9.7%	5.6%	18.9%	23.3%	9.8%	50.9%	91.5%	34.7%	80.6%	New Peak	Aug '25
DJIA (Large Value)	44890.82	1.0%	1.6%	1.2%	6.5%	0.4%	12.9%	12.9%	5.5%	33.0%	60.9%	22.7%	53.7%	-0.3%	Dec '24
Russell 2000 (Small Cap)	2322.84	1.8%	4.6%	3.9%	10.5%	1.8%	10.9%	10.0%	4.2%	15.2%	47.0%	2.2%	37.6%	-4.9%	Nov '21
NASDAQ Comp (Tech/Growth)	21708.03	0.12%	2.5%	5.5%	14.2%	8.8%	26.3%	28.6%	12.4%	66.4%	96.6%	37.1%	108.4%	New Peak	Aug '25
Aggregate Bond	99.35	0.3%	0.1%	1.7%	3.1%	4.1%	3.1%	1.3%	4.9%	6.8%	-3.4%	-1.7%	14.8%	-4.1%	Dec '20
Corp Bond	110.24	0.5%	0.3%	2.4%	4.5%	4.9%	4.1%	0.9%	6.0%	9.6%	-3.3%	-3.0%	23.0%	-5.9%	Sep '21
High Yield Bond	80.54	0.2%	0.3%	1.2%	2.8%	4.1%	8.9%	8.0%	5.9%	21.8%	24.7%	13.6%	33.0%	New Peak	Aug '25
Preferred	31.47	0.4%	1.0%	1.3%	5.1%	2.6%	6.1%	7.2%	4.1%	9.0%	15.2%	0.5%	23.3%	-0.8%	Oct '24

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	90.67	1.5%	3.6%	-0.9%	5.9%	1.6%	3.8%	0.1%	8.8%	18.8%	60.0%	8.9%	39.8%	-5.7%	Oct '24
Consumer Discretionary/Cyclical	229.93	1.4%	2.9%	3.8%	7.0%	1.7%	30.3%	26.5%	3.0%	39.0%	66.7%	12.7%	69.5%	-3.3%	Dec '24
Financial Services	52.66	0.4%	1.4%	1.0%	3.4%	2.6%	25.7%	30.6%	9.7%	56.1%	129.9%	41.8%	82.3%	-1.5%	Jul '25
Real Estate	89.57	0.7%	0.0%	-0.2%	2.2%	-0.7%	2.0%	4.8%	2.6%	0.0%	33.6%	-10.6%	31.2%	-11.3%	Dec '21
Communication Services	111.15	0.8%	3.2%	4.8%	11.2%	6.8%	31.1%	34.7%	15.4%	92.3%	94.5%	47.2%	140.0%	New Peak	Aug '25
Energy	85.29	0.7%	0.7%	-4.3%	0.2%	-3.4%	-1.0%	5.6%	1.2%	20.8%	175.8%	69.1%	17.0%	-10.2%	Nov '24
Industrials	152.07	0.11%	0.8%	1.2%	8.0%	11.0%	23.5%	17.3%	16.1%	59.8%	112.6%	53.2%	87.3%	-1.9%	Jul '25
Technology	268.11	-0.04%	1.9%	4.8%	15.4%	12.5%	26.3%	21.6%	15.7%	82.4%	145.1%	57.2%	135.1%	New Peak	Aug '25
Consumer Staples/Defensive	82.63	-0.01%	1.2%	2.2%	4.1%	2.7%	7.1%	12.2%	6.4%	18.5%	46.8%	17.5%	31.4%	New Peak	Aug '25
Healthcare	133.05	1.4%	2.0%	-1.6%	1.4%	-8.3%	-10.5%	2.5%	-2.4%	4.6%	34.6%	1.0%	14.2%	-13.9%	Sep '24
Utilities	86.25	-0.04%	0.7%	4.6%	9.0%	10.1%	19.7%	23.3%	15.6%	23.4%	65.4%	35.5%	52.8%	-1.2%	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	133.45	0.4%	2.0%	3.3%	9.6%	8.8%	20.8%	17.4%	14.5%	51.7%	81.1%	33.4%	81.4%	New Peak	Aug '25
MSCI Emerging Markets	50.44	1.1%	2.8%	4.5%	10.8%	15.6%	21.4%	6.5%	21.8%	32.4%	27.4%	11.4%	57.0%	-3.6%	Feb '21
FTSE Europe	78.50	0.6%	2.5%	0.9%	6.9%	14.1%	20.3%	1.9%	26.0%	53.6%	69.9%	28.4%	88.1%	-1.3%	Jul '25
MSCI Japan	79.23	0%	4.2%	9.5%	10.5%	15.3%	20.0%	7.0%	19.0%	46.6%	49.5%	26.0%	71.6%	New Peak	Aug '25
MSCI India	52.73	0.5%	0.9%	-3.9%	-2.4%	4.6%	-4.4%	8.6%	0.2%	21.7%	71.8%	14.2%	31.3%	-10.3%	Sep '24
MSCI China	60.38	2.8%	3.5%	9.9%	11.5%	17.6%	47.4%	17.7%	30.1%	31.1%	-7.3%	5.0%	61.2%	-31.6%	Feb '21
International Bond	49.43	0.3%	0.0%	0.9%	1.7%	1.6%	3.4%	3.6%	2.3%	8.4%	-0.1%	0.8%	16.7%	-1.9%	Dec '20
iShares Latin America	26.11	-0.5%	2.8%	2.5%	2.6%	13.4%	8.2%	-23.1%	27.8%	25.3%	61.1%	44.7%	29.9%	-2.6%	Dec '23

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	592.26	0.2%	1.8%	3.3%	10.1%	6.3%	20.4%	25.0%	10.6%	57.7%	106.1%	42.1%	88.2%	New Peak	Aug '25
US Large Growth	449.54	-0.2%	1.5%	5.1%	13.4%	8.3%	27.4%	33.1%	12.2%	79.2%	118.5%	49.5%	119.5%	-0.2%	Aug '25
US Large Value	198.91	0.8%	2.2%	1.3%	5.9%	3.1%	13.4%	14.2%	8.4%	32.1%	80.8%	26.6%	53.7%	-0.1%	Jul '25

US MidCap Blend	287.76	0.7%	1.2%	2.0%	6.9%	4.9%	18.7%	15.3%	9.9%	33.3%	74.5%	20.1%	60.2%	-0.7%	Jul '25
US MidCap Growth	287.03	0.00%	-0.7%	1.3%	7.2%	5.2%	26.6%	16.4%	13.5%	41.0%	65.2%	17.2%	72.9%	-2.0%	Jul '25
US MidCap Value	171.33	1.2%	2.6%	2.5%	6.5%	5.0%	12.4%	14.0%	7.2%	26.8%	84.6%	23.5%	49.4%	-1.0%	Nov '24

US Small Blend	249.37	1.7%	3.6%	2.9%	7.4%	1.3%	13.9%	14.2%	4.5%	27.3%	69.2%	15.7%	50.1%	-3.6%	Nov '24
US Small Growth	304.66	1.7%	4.4%	5.5%	11.7%	3.3%	15.2%	15.0%	6.1%	25.9%	38.8%	5.4%	49.6%	-6.8%	Feb '21
US Small Value	169.43	2.1%	5.2%	2.7%	10.3%	1.9%	9.4%	7.6%	4.0%	13.7%	73.7%	8.0%	36.0%	-5.4%	Nov '24

Foreign Large Blend	91.57	0.5%	2.9%	2.9%	7.7%	13.9%	20.1%	3.5%	23.2%	49.0%	62.7%	28.4%	78.5%	New Peak	Aug '25
Foreign Growth	111.58	0.5%	2.5%	0.9%	5.1%	7.6%	11.5%	1.5%	16.4%	32.3%	33.7%	6.5%	61.5%	-1.4%	Jul '25
Foreign Value	66.82	0.5%	3.3%	5.0%	10.5%	20.0%	29.1%	5.4%	30.1%	67.2%	93.8%	53.1%	96.4%	New Peak	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	24.15		-0.04%	0.1%	0.3%	1.9%	2.8%	7.1%	8.3%	3.5%	26.1%	35.9%	25.2%	30.9%	New Peak	Aug '25
Ultra Short- Janus AAA CLO	50.65		-0.04%	0.1%	0.5%	1.5%	2.3%	5.9%	7.4%	3.0%	21.4%	-	20.1%	22.3%	New Peak	Aug '25
Bank Loan- Invesco	20.96		0%	0.0%	0.3%	1.9%	3.2%	7.9%	8.2%	3.7%	24.4%	30.4%	23.2%	29.4%	New Peak	Aug '25
Interval CEF- Cliffwater	10.66	p	EOD	0.1%	0.7%	2.4%	4.2%	10.1%	12.6%	5.6%	31.1%	56.1%	36.7%	33.2%	New Peak	Aug '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	50.84		-0.2%	1.5%	3.3%	11.0%	6.9%	19.3%	27.9%	11.4%	74.0%	157.1%	76.5%	95.0%	-0.2%	Aug '25
Int’l Min Volatility- Franklin	34.36		0.2%	2.5%	3.6%	7.0%	9.4%	22.1%	15.9%	14.9%	58.5%	102.5%	61.3%	73.1%	New Peak	Aug '25
MidCap 30 - Hennessy (hi fee)	23.52	p	EOD	3.8%	1.1%	4.2%	-2.7%	6.7%	34.6%	-1.2%	68.5%	176.9%	78.8%	83.8%	-9.7%	Nov '24
Small Value- Avantis	97.14		1.8%	4.8%	2.4%	7.8%	0.8%	8.7%	9.3%	1.5%	29.3%	131.6%	27.8%	46.7%	-7.5%	Nov '24
Mid Value- Pacer Cash Cows	56.85		1.5%	2.5%	0.5%	4.4%	-1.4%	4.6%	10.6%	1.4%	25.0%	116.8%	28.5%	39.0%	-6.3%	Nov '24
Growth- S&P Momentum	117.72		-0.7%	1.1%	4.9%	13.6%	14.4%	37.8%	45.8%	24.4%	112.1%	156.1%	90.9%	134.6%	-0.7%	Aug '25
Invesco S&P Quality	72.81		0.6%	1.7%	2.3%	5.4%	2.9%	15.2%	25.4%	9.2%	62.1%	104.0%	43.5%	89.1%	-0.2%	Jul '25
Rotation Factor- BlackRock	57.10		-0.01%	1.9%	4.1%	10.9%	7.3%	24.0%	30.3%	12.2%	81.7%	125.9%	58.0%	114.1%	New Peak	Aug '25
US Min Volatility- Fidelity	64.29		0.6%	1.6%	2.1%	6.4%	3.1%	12.2%	16.1%	6.9%	38.2%	74.7%	30.1%	58.7%	New Peak	Aug '25
Derivative Income- JPMorgan	56.61		0.5%	1.1%	0.4%	3.4%	-0.1%	8.3%	12.6%	3.5%	27.4%	63.1%	24.0%	41.5%	-0.9%	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	15.89	p	EOD	0.6%	2.5%	4.1%	4.7%	14.6%	12.1%	7.0%	32.2%	34.7%	30.1%	29.6%	New Peak	Aug '25
Multistrategy- AQR	13.46	p	EOD	-0.1%	2.1%	4.0%	4.3%	13.6%	13.3%	9.3%	42.6%	77.7%	54.4%	37.9%	-0.1%	Aug '25
Long Short- AQR	18.99	p	EOD	-0.3%	2.5%	5.9%	10.5%	30.8%	30.5%	18.5%	112.1%	199.5%	127.8%	117.2%	-0.3%	Aug '25
Mkt Neutral- BlackRock	14.07	p	EOD	0.1%	2.3%	1.6%	7.3%	15.0%	21.4%	9.6%	60.8%	56.5%	56.6%	57.2%	New Peak	Aug '25
Multi Strategy- Variant	26.74	p	EOD	0.1%	0.6%	1.6%	3.2%	7.3%	5.1%	4.0%	21.8%	45.0%	26.0%	21.8%	New Peak	Aug '25
Long Short- First Trust	67.60		0.5%	1.1%	2.7%	4.7%	0.3%	9.9%	18.8%	3.3%	38.6%	63.0%	36.0%	50.4%	-0.3%	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)	201.95	-0.7%	3.0%	12.1%	26.7%	8.8%	23.6%	36.0%	6.9%	67.0%	167.9%	40.1%	108.2%	-1.9%	Feb '25
Meta (Communications)	780.77	-1.2%	1.1%	8.8%	19.1%	7.3%	48.2%	66.0%	33.6%	334.9%	200.4%	131.9%	515.7%	-1.2%	Aug '25
Amazon (Cyclical)	224.32	1.3%	0.9%	-0.3%	6.1%	-2.6%	31.8%	44.4%	2.2%	56.3%	41.9%	31.6%	98.7%	-7.3%	Feb '25
Tesla (Cyclical)	340.93	0.03%	6.6%	8.7%	2.1%	-4.2%	64.0%	62.5%	-15.6%	13.6%	215.5%	-14.8%	56.9%	-29.0%	Dec '24
Procter & Gamble (Defensive)	155.65	0.4%	1.8%	-0.2%	-1.3%	-7.8%	-4.6%	17.3%	-5.4%	14.5%	29.7%	4.9%	34.9%	-11.7%	Dec '24
PepsiCo (Defensive)	149.28	1.6%	6.0%	10.4%	15.8%	5.3%	-10.2%	-7.6%	0.1%	-7.7%	25.5%	-4.1%	-4.0%	-18.1%	May '23
Coca-Cola (Defensive)	70.42	-0.4%	1.3%	0.8%	2.8%	2.8%	5.9%	8.9%	14.8%	21.0%	69.4%	31.9%	38.7%	-4.0%	Apr '25
Exxon Mobil (Energy)	107.04	0.9%	0.5%	-7.3%	-1.3%	-0.1%	-6.0%	11.3%	1.3%	25.0%	206.3%	90.7%	19.4%	-12.4%	Oct '24
Chevron (Energy)	155.44	0.6%	1.7%	0.1%	10.5%	2.1%	12.7%	1.3%	9.8%	9.7%	115.5%	49.8%	10.2%	-8.2%	Jan '23
JPMorgan Chase (Financial)	289.60	-1.1%	-0.6%	1.0%	10.6%	6.0%	42.4%	44.3%	22.8%	156.4%	223.5%	98.0%	199.5%	-3.3%	Jul '25
Visa (Financial)	342.42	1.7%	0.8%	-1.6%	-3.9%	-3.6%	32.3%	22.3%	8.7%	65.5%	79.3%	58.8%	96.2%	-8.3%	Jun '25
Mastercard (Financial)	574.82	0.11%	1.0%	4.5%	-0.2%	1.8%	25.9%	24.2%	9.6%	65.2%	81.3%	58.4%	106.2%	-2.6%	Jun '25
Bank of America (Financial)	47.17	-0.7%	3.9%	1.0%	7.2%	3.1%	25.7%	33.9%	8.7%	40.8%	102.5%	11.9%	70.1%	-3.6%	Jul '25
UnitedHealth (Health)	270.54	3.4%	10.1%	-11.0%	-12.5%	-48.5%	-52.0%	-2.4%	-45.9%	-47.8%	-9.2%	-43.1%	-43.4%	-56.1%	Nov '24
Johnson & Johnson (Health)	174.32	0.9%	2.2%	11.1%	18.4%	12.7%	13.6%	-4.8%	22.5%	15.5%	35.7%	12.7%	16.5%	New Peak	Aug '25
Eli Lilly (Health)	658.71	3.0%	-11.7%	-16.9%	-11.5%	-24.2%	-27.0%	33.3%	-14.4%	118.8%	362.0%	150.7%	107.6%	-31.0%	Aug '24
Union Pacific (Industrials)	222.89	1.9%	-1.1%	-5.2%	-1.8%	-10.2%	-3.9%	-5.1%	-1.1%	-0.4%	31.1%	-2.5%	23.7%	-13.1%	Mar '22
Honeywell (Industrials)	219.41	1.1%	0.1%	-7.0%	1.1%	8.0%	13.9%	10.0%	-1.8%	15.8%	51.8%	14.2%	34.6%	-8.7%	Jul '25
Nvidia (IT)	181.23	-1.1%	1.0%	9.9%	39.5%	34.0%	56.1%	171.2%	35.0%	870.1%	1489.0%	502.8%	1477.7%	-1.1%	Aug '25
Broadcom (IT)	307.09	-1.8%	1.8%	11.9%	32.4%	30.9%	98.9%	110.5%	33.2%	482.9%	950.8%	398.0%	649.5%	-1.8%	Aug '25
Adobe (IT)	349.58	3.3%	1.1%	-3.8%	-12.0%	-23.9%	-34.7%	-25.5%	-21.4%	-21.6%	-22.3%	-38.1%	22.2%	-49.2%	Nov '21
Oracle (IT)	243.48	-4.1%	-5.1%	5.6%	50.4%	40.8%	83.2%	60.0%	47.3%	220.3%	384.3%	192.0%	295.5%	-5.1%	Aug '25
salesforce.com (IT)	236.17	1.9%	-5.2%	-8.5%	-18.2%	-28.2%	-6.7%	27.8%	-29.1%	25.5%	22.1%	-6.7%	67.4%	-35.5%	Dec '24
Linde PLC (Materials)	474.49	0.3%	0.6%	1.2%	5.6%	3.6%	6.8%	3.2%	14.1%	58.5%	104.1%	47.0%	81.1%	-1.5%	Oct '24
Sherwin-Williams (Materials)	368.98	3.0%	5.2%	6.7%	3.9%	2.6%	6.6%	9.9%	9.0%	50.7%	72.8%	12.4%	87.8%	-7.3%	Nov '24
American Tower (Real Estate)	203.26	-0.7%	-2.7%	-7.3%	0.4%	8.7%	-5.7%	-12.2%	12.6%	-19.3%	-6.9%	-20.9%	21.0%	-24.6%	Sep '21
Prologis Inc. (Real Estate)	106.27	1.4%	0.5%	-2.7%	-2.2%	-10.5%	-10.3%	-18.1%	2.4%	-15.2%	18.5%	-28.5%	15.2%	-32.2%	Apr '22
NextEra Energy (Utilities)	71.80	-0.09%	1.8%	-3.5%	0.4%	6.4%	-5.4%	21.5%	1.8%	-13.8%	14.2%	-14.0%	6.7%	-15.5%	Dec '21
Duke Energy (Utilities)	125.56	0.9%	0.3%	6.9%	12.1%	12.2%	14.6%	15.6%	18.7%	27.3%	83.3%	39.5%	63.3%	-0.3%	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	15.68	p	EOD	0.1%	1.4%	3.6%	4.3%	6.3%	4.7%	5.9%	14.9%	10.4%	4.9%	25.7%	New Peak	Aug '25
Moderate-60% Stock	62.76		0.4%	1.5%	2.7%	7.0%	7.3%	13.7%	10.7%	10.8%	33.1%	44.0%	19.6%	51.8%	New Peak	Aug '25
Mod Agg-80% Stock	49.18	p	EOD	1.3%	2.5%	7.8%	7.9%	16.8%	13.1%	12.4%	40.3%	60.0%	24.7%	63.8%	New Peak	Aug '25
Aggressive-90% Stock	29.84	p	EOD	1.7%	2.9%	8.9%	8.0%	16.9%	12.6%	12.9%	39.9%	64.1%	22.9%	64.1%	New Peak	Aug '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	122430.81	3.1%	6.4%	4.2%	17.5%	26.7%	102.0%	121.9%	31.0%	401.7%	938.9%	163.5%	539.1%	New Peak	Aug '25
Ethereum	4741.76	12.2%	28.7%	60.3%	76.9%	77.2%	75.4%	44.8%	42.3%	142.3%	1006.0%	26.1%	266.2%	-1.5%	Nov '21
BNB	843.74	4.6%	9.6%	22.3%	26.8%	26.3%	61.0%	123.3%	20.4%	157.6%	3722.1%	64.8%	211.4%	New Peak	Aug '25
Solana	200.31	14.5%	19.1%	23.0%	8.9%	3.0%	36.5%	78.0%	5.8%	341.9%	5233.2%	17.6%	542.7%	-23.5%	Jan '25
Bitcoin ETF	69.71	2.6%	6.4%	3.7%	16.9%	27.3%	101.2%	-	31.4%	-	-	-	-	New Peak	Aug '25
Grayscale Bitcoin (hi fee)	96.43	2.5%	6.3%	3.6%	16.6%	26.5%	98.8%	136.7%	30.3%	601.4%	714.2%	211.5%	852.3%	New Peak	Aug '25
Bloomberg Commodities	20.49	0.12%	-0.1%	-3.4%	-1.9%	-3.6%	9.5%	5.5%	3.7%	-7.5%	61.1%	14.5%	-0.7%	-16.6%	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	4.83	-1.2%	0.4%	-2.6%	-2.3%	2.0%	15.9%	19.1%	0.9%	54.8%	238.6%	139.5%	24.3%	-5.4%	Oct '23
10yr Treasury rate	4.24	-1.3%	0.4%	-4.2%	-5.8%	-6.3%	10.0%	18.3%	-7.3%	48.8%	491.9%	160.3%	8.6%	-15.0%	Oct '23
5yr Treasury rate	3.77	-1.4%	0.2%	-5.6%	-8.5%	-14.0%	2.4%	14.1%	-13.9%	26.6%	1085.5%	176.2%	-8.3%	-24.0%	Oct '23
13-week T-bill	4.11	-0.5%	-0.6%	-3.0%	-4.1%	-2.4%	-18.7%	-18.8%	-2.3%	64.4%	4466.7%	7654.7%	16.3%	-23.1%	Oct '23
Crude Oil	62.74	-0.7%	-2.5%	-8.3%	-1.5%	-12.0%	-19.9%	0.1%	-12.5%	-31.9%	48.5%	-17.5%	-28.1%	-49.3%	Mar '22
Gold	3404.90	1.7%	0.7%	1.5%	5.1%	16.4%	38.0%	27.5%	29.5%	89.3%	74.0%	89.2%	103.8%	-1.8%	Jun '25
EUR/USD	1.17	0.2%	0.4%	0.1%	4.6%	12.6%	6.4%	-6.0%	12.5%	-	-1.0%	2.9%	20.6%	-5.2%	Jan '21
USD/JPY	147.42	-0.3%	0.2%	0.0%	-0.1%	-4.4%	0.3%	11.0%	-6.1%	-	37.8%	28.0%	0.5%	-8.8%	Jul '24
S&P 500 Volatility Index	14.41	-2.2%	-14.1%	-12.1%	-20.9%	-4.6%	-20.5%	39.4%	-16.9%	-26.2%	-34.9%	-13.2%	-57.1%	-72.5%	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	50.79		0.10%	0.1%	0.5%	1.8%	2.9%	5.3%	6.5%	3.7%	18.0%	16.8%	14.6%	19.7%	-0.2%	Aug '25
Interm Muni- JPMorgan	49.49		0.08%	0.3%	0.5%	0.8%	0.2%	0.5%	1.9%	0.7%	7.0%	3.4%	0.7%	11.8%	-0.8%	Feb '25
Interm Bond- Janus MSB	45.07		0.4%	0.2%	1.6%	3.2%	4.3%	3.2%	1.5%	5.1%	6.1%	0.3%	-0.4%	15.8%	-1.4%	Aug '21
Interm Bond- Vanguard	77.54		0.3%	0.1%	1.8%	3.6%	5.4%	4.1%	1.6%	6.2%	8.7%	-2.1%	0.0%	17.4%	-3.1%	Dec '20
Multisector Bond- Intrepid	9.05	p	EOD	0.3%	1.3%	3.5%	3.6%	9.2%	10.4%	5.0%	27.2%	47.9%	24.5%	30.9%	New Peak	Aug '25
Int’l Bond- JPMorgan	48.83		0.3%	0.4%	1.4%	3.2%	4.6%	6.9%	3.5%	6.2%	19.5%	15.7%	11.7%	25.4%	New Peak	Aug '25
Long Bond- Vanguard	76.32		0.7%	0.4%	3.2%	5.8%	4.0%	2.0%	-1.9%	5.5%	4.6%	-13.1%	-12.9%	22.9%	-16.5%	Sep '21
Long CA Muni- PIMCO	9.15	p	EOD	0.0%	0.0%	0.2%	-1.0%	-0.6%	2.9%	-0.7%	8.0%	3.5%	-1.0%	13.7%	-2.5%	Dec '24
Long Muni- iShares	55.76		0.08%	0.3%	0.7%	0.8%	-0.4%	-0.4%	1.6%	-0.9%	4.0%	-1.4%	-2.4%	8.9%	-2.8%	Aug '21

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