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S&P 500

Return

79.8%

[

13.1%

annualized]

Dec 31 2020 - Oct 08 2025

New Peak

DJIA (Large Value)

Return

52.3%

[

9.2%

annualized]

Dec 31 2020 - Oct 08 2025

-0.3%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

25.8%

[

4.9%

annualized]

Dec 31 2020 - Oct 08 2025

-0.1%

Below
Peak
Oct '25

Performance Range:

As of Oct 08 10:50 PM EDT, next update at 11:00 PM

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	6753.72	0.6%	0.6%	3.7%	7.8%	23.8%	16.6%	23.3%	14.8%	85.6%	94.2%	40.8%	88.8%	New Peak	Oct '25
DJIA (Large Value)	46601.78	0.00%	0.2%	1.9%	4.8%	14.8%	9.6%	12.9%	9.5%	59.1%	63.0%	27.4%	59.5%	-0.3%	Oct '25
Russell 2000 (Small Cap)	2483.99	1.0%	1.0%	4.3%	10.3%	29.8%	12.9%	10.0%	11.4%	45.9%	51.7%	9.3%	47.2%	-0.1%	Oct '25
NASDAQ Comp (Tech/Growth)	23043.38	1.1%	0.9%	5.3%	11.8%	34.6%	26.0%	28.6%	19.3%	116.3%	99.0%	45.5%	121.2%	New Peak	Oct '25
Aggregate Bond	100.14	0.01%	-0.1%	-0.1%	2.4%	4.0%	4.3%	1.3%	6.1%	15.8%	-2.2%	-0.6%	16.1%	-3.0%	Dec '20
Corp Bond	111.26	-0.13%	-0.4%	-0.1%	3.1%	5.9%	4.5%	0.9%	7.3%	23.0%	-1.7%	-1.7%	24.6%	-4.7%	Sep '21
High Yield Bond	80.65	-0.1%	-0.3%	-0.2%	1.5%	6.2%	7.1%	8.0%	6.6%	32.8%	23.3%	14.3%	33.8%	-0.8%	Sep '25
Preferred	31.70	-0.2%	-0.1%	-0.3%	2.7%	9.2%	1.6%	7.2%	5.4%	22.6%	13.6%	1.7%	24.9%	-1.3%	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	89.90	0.5%	0.2%	-0.2%	-1.6%	12.4%	-3.5%	0.1%	8.4%	37.4%	49.3%	8.5%	39.3%	-6.1%	Oct '24
Consumer Discretionary/Cyclical	236.40	0.3%	-1.3%	0.5%	8.2%	21.4%	20.2%	26.5%	6.1%	72.6%	60.4%	16.1%	74.6%	-2.2%	Sep '25
Financial Services	53.51	-0.5%	0.3%	0.6%	2.5%	14.1%	18.6%	30.6%	11.9%	82.3%	131.7%	44.5%	85.9%	-1.1%	Sep '25
Real Estate	89.76	-0.5%	-1.4%	-1.2%	1.6%	8.2%	-1.3%	4.8%	3.8%	31.4%	31.1%	-9.6%	32.7%	-10.3%	Dec '21
Communication Services	115.58	-0.4%	-0.7%	0.4%	8.3%	24.0%	29.2%	34.7%	20.5%	144.8%	100.9%	53.6%	150.4%	-2.9%	Sep '25
Energy	88.97	-0.6%	0.6%	2.5%	1.9%	9.8%	0.3%	5.6%	6.4%	20.6%	250.7%	77.9%	23.1%	-5.5%	Nov '24
Industrials	155.59	0.9%	0.9%	4.0%	4.2%	23.6%	15.6%	17.3%	19.3%	91.6%	108.2%	57.4%	92.4%	New Peak	Oct '25
Technology	290.69	1.8%	1.6%	9.7%	12.9%	43.0%	26.9%	21.6%	25.6%	146.3%	151.7%	70.6%	155.2%	New Peak	Oct '25
Consumer Staples/Defensive	77.79	-0.5%	-0.2%	-3.0%	-3.1%	-0.6%	-2.0%	12.2%	0.9%	26.7%	35.0%	11.3%	24.6%	-5.9%	Aug '25
Healthcare	144.51	0.2%	0.9%	4.7%	7.1%	5.1%	-4.1%	2.5%	6.4%	23.8%	44.4%	10.1%	24.6%	-6.1%	Sep '24
Utilities	90.80	0.7%	3.3%	9.9%	11.6%	21.2%	18.6%	23.3%	22.5%	56.3%	66.7%	43.6%	62.0%	New Peak	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	140.03	0.6%	0.6%	3.8%	8.1%	25.2%	19.1%	17.4%	20.1%	86.7%	84.4%	40.0%	90.3%	New Peak	Oct '25
MSCI Emerging Markets	54.49	0.8%	0.8%	6.4%	12.8%	33.6%	21.8%	6.5%	31.6%	64.7%	33.1%	20.4%	69.6%	New Peak	Oct '25
FTSE Europe	80.96	0.6%	0.1%	2.8%	3.2%	22.2%	20.4%	1.9%	30.3%	90.9%	75.4%	32.8%	94.5%	-0.5%	Oct '25
MSCI Japan	81.75	-0.3%	2.0%	2.1%	11.5%	24.2%	18.1%	7.0%	22.8%	73.2%	50.1%	30.0%	77.0%	-1.8%	Oct '25
MSCI India	52.63	-0.5%	0.6%	-0.2%	-5.4%	2.8%	-7.6%	8.6%	0.0%	31.5%	59.0%	14.0%	31.0%	-10.5%	Sep '24
MSCI China	66.13	0.5%	-1.3%	5.0%	21.2%	39.0%	31.0%	17.7%	42.5%	66.5%	-4.4%	15.0%	76.6%	-25.0%	Feb '21
International Bond	49.47	0.3%	0.1%	0.1%	0.8%	2.5%	3.4%	3.6%	2.6%	16.3%	-0.6%	1.1%	17.1%	-1.6%	Dec '20
iShares Latin America	28.13	1.1%	-0.6%	2.6%	8.4%	26.4%	18.3%	-23.1%	37.7%	36.4%	77.6%	55.9%	40.0%	-2.9%	Sep '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	618.77	0.6%	0.6%	3.5%	7.9%	24.4%	17.8%	25.0%	15.6%	93.3%	108.3%	48.4%	96.6%	New Peak	Oct '25
US Large Growth	474.96	1.0%	0.7%	4.9%	10.9%	33.0%	25.7%	33.1%	18.6%	127.3%	118.5%	58.0%	132.1%	New Peak	Oct '25
US Large Value	204.95	0.2%	0.4%	2.0%	4.9%	15.7%	9.9%	14.2%	12.2%	56.7%	83.1%	31.1%	59.1%	-0.1%	Oct '25

US MidCap Blend	295.37	0.6%	0.3%	2.0%	4.3%	20.2%	13.1%	15.3%	12.8%	60.9%	71.1%	23.3%	64.4%	New Peak	Oct '25
US MidCap Growth	297.11	1.0%	0.3%	2.2%	3.6%	25.3%	21.1%	16.4%	17.5%	73.2%	62.0%	21.3%	79.0%	New Peak	Oct '25
US MidCap Value	174.43	-0.01%	0.1%	1.6%	4.5%	15.5%	6.6%	14.0%	9.1%	50.5%	81.3%	25.7%	52.1%	-0.5%	Oct '25

US Small Blend	257.98	0.9%	0.6%	1.6%	5.9%	22.1%	10.4%	14.2%	8.2%	53.4%	67.0%	19.7%	55.3%	-0.5%	Sep '25
US Small Growth	327.97	1.2%	1.4%	5.6%	12.1%	33.9%	17.1%	15.0%	14.4%	58.8%	41.3%	13.6%	61.2%	New Peak	Oct '25
US Small Value	179.13	0.8%	0.6%	3.0%	9.0%	27.5%	11.1%	7.6%	10.5%	44.3%	81.3%	14.7%	44.5%	-0.4%	Oct '25

Foreign Large Blend	94.75	0.3%	0.5%	2.5%	5.4%	22.7%	19.2%	3.5%	27.5%	81.1%	67.1%	32.8%	84.7%	-0.6%	Oct '25
Foreign Growth	116.55	0.4%	0.7%	3.6%	4.1%	21.1%	11.9%	1.5%	21.5%	65.1%	36.0%	11.3%	68.6%	-0.7%	Oct '25
Foreign Value	68.23	0.2%	0.2%	1.2%	6.3%	24.5%	25.8%	5.4%	32.9%	96.7%	100.6%	56.3%	100.6%	-0.7%	Oct '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	23.81	0%	-0.4%	-1.5%	-1.0%	2.6%	3.9%	8.3%	2.0%	28.5%	32.2%	23.4%	29.1%	-1.7%	Aug '25
Ultra Short- Janus AAA CLO	50.62	0%	0.1%	-0.1%	0.4%	2.4%	4.6%	7.4%	3.0%	21.5%	-	20.1%	22.2%	-0.4%	Aug '25
Bank Loan- Invesco	20.90	-0.10%	-0.1%	-0.3%	0.8%	4.5%	6.0%	8.2%	4.0%	28.7%	30.0%	23.5%	29.7%	-0.5%	Sep '25
Interval CEF- Cliffwater	10.51	0%	0.0%	-2.0%	-0.7%	2.4%	6.6%	12.6%	4.1%	31.4%	53.3%	34.8%	31.3%	-2.4%	Oct '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	52.58	0.7%	0.8%	2.6%	6.9%	25.0%	15.5%	27.9%	15.4%	100.3%	163.5%	82.9%	102.1%	New Peak	Oct '25
Int’l Min Volatility- Franklin	35.17	0.09%	0.7%	2.1%	5.8%	17.7%	18.1%	15.9%	17.6%	75.4%	109.8%	65.1%	77.2%	-0.1%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.23	0.9%	-0.9%	-0.5%	3.5%	18.1%	2.4%	34.6%	1.8%	89.9%	158.6%	84.2%	89.3%	-7.0%	Nov '24
Small Value- Avantis	99.87	0.6%	0.0%	0.1%	5.3%	22.4%	6.3%	9.3%	4.4%	50.9%	128.7%	31.4%	50.8%	-4.9%	Nov '24
Mid Value- Pacer Cash Cows	57.40	-0.10%	-0.5%	0.0%	1.4%	12.5%	0.0%	10.6%	2.4%	39.7%	111.7%	29.8%	40.4%	-5.4%	Nov '24
Growth- S&P Momentum	121.43	0.8%	0.5%	2.5%	8.4%	32.4%	31.4%	45.8%	28.3%	139.8%	150.3%	97.0%	142.0%	-0.6%	Sep '25
Invesco S&P Quality	73.86	0.2%	-0.1%	2.3%	2.9%	15.5%	10.5%	25.4%	10.8%	87.4%	97.9%	45.6%	91.9%	-0.2%	Oct '25
Rotation Factor- BlackRock	59.52	0.5%	0.4%	2.9%	8.6%	26.0%	20.0%	30.3%	17.0%	120.2%	125.8%	64.7%	123.2%	New Peak	Oct '25
US Min Volatility- Fidelity	66.20	0.2%	0.4%	1.2%	4.7%	14.3%	9.5%	16.1%	10.1%	61.9%	73.8%	34.0%	63.4%	New Peak	Oct '25
Derivative Income- JPMorgan	56.91	0.07%	0.1%	0.3%	0.7%	7.2%	3.1%	12.6%	4.0%	41.0%	59.8%	24.7%	42.3%	-0.8%	Aug '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	15.94	0%	-0.1%	-0.1%	3.3%	9.0%	11.5%	12.1%	7.3%	29.5%	36.2%	30.5%	30.0%	-0.9%	Aug '25
Multistrategy- AQR	13.91	0.5%	-0.1%	1.5%	4.7%	10.5%	16.4%	13.3%	13.0%	43.0%	82.9%	59.5%	42.5%	-0.3%	Oct '25
Long Short- AQR	19.84	0.3%	-0.5%	1.6%	5.9%	16.8%	31.9%	30.5%	23.8%	128.5%	214.2%	138.0%	126.9%	-0.8%	Oct '25
Mkt Neutral- BlackRock	14.40	0.6%	-0.3%	-1.0%	4.2%	5.8%	14.7%	21.4%	12.2%	62.0%	64.2%	60.3%	60.9%	-2.7%	Sep '25
Multi Strategy- Variant	26.47	0.04%	0.1%	-1.4%	-0.3%	1.2%	5.0%	5.1%	3.0%	20.6%	42.9%	24.8%	20.5%	-1.6%	Sep '25
Long Short- First Trust	69.77	0.05%	-0.8%	2.1%	5.9%	11.6%	10.3%	18.8%	6.6%	53.3%	67.6%	40.4%	55.2%	-0.8%	Oct '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)	244.62	-0.5%	-0.4%	2.1%	38.6%	54.5%	51.8%	36.0%	29.6%	149.6%	226.1%	69.9%	152.5%	-4.0%	Sep '25
Meta (Communications)	717.84	0.7%	-1.3%	-6.2%	-2.0%	22.7%	21.9%	66.0%	22.9%	441.2%	173.1%	113.3%	466.5%	-9.1%	Aug '25
Amazon (Cyclical)	225.22	1.6%	1.3%	-5.5%	1.2%	17.9%	21.6%	44.4%	2.7%	96.6%	37.1%	32.2%	99.5%	-7.0%	Feb '25
Tesla (Cyclical)	438.69	1.3%	0.6%	26.4%	48.3%	61.2%	82.0%	62.5%	8.6%	96.7%	203.2%	9.7%	101.9%	-8.6%	Dec '24
Procter & Gamble (Defensive)	150.69	-1.2%	-0.9%	-5.5%	-3.7%	-5.9%	-8.7%	17.3%	-8.4%	30.8%	19.3%	1.5%	30.6%	-14.5%	Dec '24
PepsiCo (Defensive)	138.84	-1.4%	-2.4%	-3.0%	4.3%	-2.6%	-16.4%	-7.6%	-6.0%	-5.5%	16.7%	-9.9%	-9.8%	-23.1%	May '23
Coca-Cola (Defensive)	66.12	-1.0%	0.0%	-1.8%	-4.1%	-4.1%	-2.1%	8.9%	8.6%	32.8%	51.4%	24.8%	31.2%	-9.2%	Apr '25
Exxon Mobil (Energy)	114.02	-0.2%	2.5%	3.0%	1.1%	9.8%	-3.2%	11.3%	8.9%	25.0%	307.7%	105.0%	28.3%	-5.8%	Oct '24
Chevron (Energy)	153.74	-0.8%	0.2%	-0.7%	1.6%	7.7%	7.4%	1.3%	9.8%	8.6%	157.8%	49.8%	10.2%	-8.2%	Jan '23
JPMorgan Chase (Financial)	304.03	-1.2%	-0.7%	2.1%	7.4%	30.4%	44.8%	44.3%	28.9%	207.4%	240.4%	107.8%	214.4%	-3.8%	Sep '25
Visa (Financial)	351.36	-0.3%	1.6%	2.1%	-1.6%	6.1%	27.8%	22.3%	11.7%	95.6%	76.2%	63.2%	101.7%	-5.7%	Jun '25
Mastercard (Financial)	576.44	-0.6%	-0.2%	-1.3%	2.0%	12.0%	15.8%	24.2%	10.0%	98.6%	68.1%	58.9%	106.8%	-3.8%	Aug '25
Bank of America (Financial)	49.84	-0.9%	-1.3%	-0.9%	7.0%	35.7%	26.9%	33.9%	15.4%	75.5%	122.0%	18.9%	80.7%	-4.9%	Sep '25
UnitedHealth (Health)	369.92	1.7%	4.6%	7.0%	22.9%	-35.2%	-36.1%	-2.4%	-25.6%	-22.9%	22.0%	-21.7%	-22.1%	-39.6%	Nov '24
Johnson & Johnson (Health)	189.69	0.4%	2.0%	7.2%	22.3%	27.7%	21.9%	-4.8%	34.3%	29.7%	44.9%	23.5%	27.7%	New Peak	Oct '25
Eli Lilly (Health)	845.72	0.2%	3.2%	12.7%	7.7%	12.7%	-7.3%	33.3%	10.2%	165.5%	470.2%	222.6%	167.2%	-11.2%	Aug '24
Union Pacific (Industrials)	232.65	0.3%	-0.8%	7.7%	-1.0%	5.4%	0.2%	-5.1%	3.8%	27.6%	26.3%	2.4%	30.0%	-8.7%	Mar '22
Honeywell (Industrials)	209.85	0.4%	-0.5%	-2.0%	-11.6%	6.5%	0.2%	10.0%	-5.6%	30.4%	33.1%	9.8%	29.4%	-12.3%	Jul '25
Nvidia (IT)	189.11	2.2%	0.1%	10.8%	16.1%	65.4%	42.6%	171.2%	40.9%	1467.9%	1278.3%	529.0%	1546.4%	New Peak	Oct '25
Broadcom (IT)	345.50	2.7%	2.2%	2.8%	24.5%	87.4%	87.6%	110.5%	50.1%	689.8%	926.3%	461.2%	744.6%	-6.4%	Sep '25
Adobe (IT)	348.77	0.1%	-0.8%	-1.5%	-6.6%	-4.4%	-29.4%	-25.5%	-21.6%	20.8%	-30.5%	-38.2%	21.9%	-49.3%	Nov '21
Oracle (IT)	288.63	1.5%	-0.1%	19.5%	22.7%	107.8%	63.6%	60.0%	74.6%	374.9%	405.2%	246.1%	368.8%	-12.1%	Sep '25
salesforce.com (IT)	240.43	0.3%	0.6%	-4.4%	-11.1%	-8.9%	-16.0%	27.8%	-27.7%	61.7%	-8.7%	-4.9%	70.7%	-34.2%	Dec '24
Linde PLC (Materials)	467.83	-0.5%	-0.4%	-1.2%	-0.7%	5.2%	0.6%	3.2%	12.5%	77.5%	108.3%	44.9%	78.5%	-3.3%	Sep '25
Sherwin-Williams (Materials)	337.57	0.2%	-1.8%	-6.6%	-3.8%	0.8%	-10.2%	9.9%	0.0%	68.7%	51.5%	3.0%	72.1%	-15.0%	Nov '24
American Tower (Real Estate)	185.59	-0.7%	-2.9%	-4.6%	-16.3%	-9.1%	-13.8%	-12.2%	2.8%	4.4%	-13.3%	-27.7%	10.5%	-31.2%	Sep '21
Prologis Inc. (Real Estate)	115.99	0.02%	-0.1%	4.5%	10.0%	20.3%	1.2%	-18.1%	12.8%	26.9%	24.6%	-21.3%	26.8%	-25.4%	Apr '22
NextEra Energy (Utilities)	84.04	1.0%	7.5%	19.9%	14.1%	25.4%	6.7%	21.5%	19.1%	18.4%	24.9%	0.7%	24.9%	-1.1%	Dec '21
Duke Energy (Utilities)	125.23	-0.3%	3.0%	4.0%	7.8%	9.6%	16.7%	15.6%	19.4%	58.6%	63.5%	40.4%	64.3%	-0.3%	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	15.92	0.13%	0.1%	0.2%	2.6%	7.5%	6.5%	4.7%	7.6%	26.8%	11.4%	6.5%	27.6%	-0.4%	Sep '25
Moderate-60% Stock	64.66	0.4%	0.3%	1.9%	5.1%	16.5%	12.9%	10.7%	14.2%	54.4%	46.0%	23.2%	56.4%	New Peak	Oct '25
Mod Agg-80% Stock	51.46	0.5%	0.5%	3.0%	7.0%	21.7%	16.3%	13.1%	17.6%	68.6%	63.3%	30.4%	71.4%	New Peak	Oct '25
Aggressive-90% Stock	31.29	0.6%	0.6%	3.4%	7.5%	24.0%	16.8%	12.6%	18.4%	68.9%	66.8%	28.8%	72.1%	New Peak	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	121683.78	0.2%	0.8%	9.1%	9.3%	47.4%	100.9%	121.9%	30.2%	522.5%	999.8%	161.9%	535.2%	-2.5%	Oct '25
Ethereum	4423.74	-0.6%	-1.4%	2.7%	59.7%	165.2%	86.8%	44.8%	32.7%	232.0%	1110.0%	17.6%	241.6%	-8.4%	Aug '25
BNB	1268.39	-3.2%	16.3%	44.1%	89.6%	117.8%	122.4%	123.3%	80.9%	347.9%	4359.1%	147.7%	368.1%	-3.2%	Oct '25
Solana	225.69	2.4%	-3.9%	3.9%	43.5%	89.6%	62.0%	78.0%	19.2%	583.9%	8786.1%	32.5%	624.2%	-13.8%	Jan '25
Bitcoin ETF	70.06	1.3%	1.9%	10.8%	10.2%	49.6%	102.0%	-	32.1%	-	-	-	-	-1.7%	Oct '25
Grayscale Bitcoin (hi fee)	96.78	1.5%	1.9%	10.7%	9.9%	48.8%	99.5%	136.7%	30.7%	843.9%	810.2%	212.6%	855.7%	-1.7%	Oct '25
Bloomberg Commodities	21.99	0.4%	2.0%	4.2%	5.0%	8.3%	11.8%	5.5%	11.3%	4.8%	66.1%	22.9%	6.6%	-10.5%	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	4.72	-0.04%	0.6%	0.1%	-3.1%	-1.4%	8.9%	19.1%	-1.3%	23.0%	200.1%	134.3%	21.6%	-7.4%	Oct '23
10yr Treasury rate	4.13	0.05%	1.0%	1.4%	-4.9%	-6.2%	1.5%	18.3%	-9.7%	6.3%	432.8%	153.6%	5.8%	-17.2%	Oct '23
5yr Treasury rate	3.72	0.4%	1.3%	3.3%	-5.1%	-9.3%	-4.8%	14.1%	-15.1%	-10.0%	1007.1%	172.5%	-9.5%	-25.0%	Oct '23
13-week T-bill	3.84	0%	-0.1%	-2.5%	-9.5%	-9.1%	-15.3%	-18.8%	-8.7%	16.7%	4032.3%	7150.9%	8.8%	-28.1%	Oct '23
Crude Oil	62.06	-0.8%	2.6%	-0.9%	-9.2%	-0.5%	-15.3%	0.1%	-13.5%	-33.0%	52.9%	-18.4%	-28.9%	-49.8%	Mar '22
Gold	4035.50	-0.2%	5.1%	10.8%	21.9%	32.0%	54.9%	27.5%	53.5%	137.3%	110.2%	124.3%	141.6%	-0.2%	Oct '25
EUR/USD	1.17	0.2%	-0.6%	-0.4%	-0.7%	6.4%	6.5%	-6.0%	12.0%	-	-	2.4%	20.0%	-5.6%	Jan '21
USD/JPY	152.46	-0.1%	3.6%	3.4%	4.3%	3.4%	2.2%	11.0%	-2.9%	-	-	32.4%	3.9%	-5.7%	Jul '24
S&P 500 Volatility Index	16.30	-5.5%	-2.0%	8.4%	2.3%	-51.5%	-21.9%	39.4%	-6.1%	-48.0%	-34.8%	-1.8%	-51.4%	-68.9%	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	51.01	-0.08%	0.0%	0.2%	1.2%	2.8%	5.2%	6.5%	4.5%	20.5%	17.2%	15.5%	20.6%	-0.1%	Oct '25
Interm Muni- JPMorgan	50.39	0%	0.1%	0.6%	2.0%	4.0%	2.0%	1.9%	2.5%	14.0%	6.3%	2.5%	13.8%	-0.4%	Sep '25
Interm Bond- Janus MSB	45.59	-0.09%	-0.2%	-0.1%	2.3%	4.1%	4.3%	1.5%	6.3%	16.6%	1.4%	0.7%	17.1%	-0.8%	Sep '25
Interm Bond- Vanguard	77.99	-0.04%	-0.2%	-0.4%	2.0%	4.2%	4.8%	1.6%	6.8%	17.7%	-1.7%	0.5%	18.1%	-2.5%	Dec '20
Multisector Bond- Intrepid	9.09	0%	-0.1%	-0.2%	1.8%	6.3%	7.4%	10.4%	5.5%	31.2%	46.0%	25.1%	31.5%	-0.7%	Sep '25
Int’l Bond- JPMorgan	48.80	0.02%	-0.2%	-0.3%	1.0%	4.8%	5.8%	3.5%	6.1%	23.5%	16.0%	11.6%	25.4%	-0.7%	Sep '25
Long Bond- Vanguard	77.47	-0.05%	-0.5%	0.0%	3.8%	6.3%	2.3%	-1.9%	7.1%	22.1%	-10.5%	-11.6%	24.7%	-15.3%	Sep '21
Long CA Muni- PIMCO	9.39	0%	0.0%	0.9%	2.8%	6.0%	1.8%	2.9%	2.3%	17.1%	8.1%	1.9%	17.1%	-0.3%	Sep '25
Long Muni- iShares	57.03	-0.02%	0.1%	0.9%	2.7%	4.7%	1.5%	1.6%	1.3%	11.7%	2.6%	0.0%	11.6%	-0.4%	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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