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S&P 500

Return

82.3%

[

12.9%

annualized]

Dec 31 2020 - Dec 08 2025

-0.6%

Below
Peak
Oct '25

DJIA (Large Value)

Return

56.0%

[

9.4%

annualized]

Dec 31 2020 - Dec 08 2025

-1.1%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

27.7%

[

5.1%

annualized]

Dec 31 2020 - Dec 08 2025

-0.4%

Below
Peak
Dec '25

Performance Range:

As of Dec 08 06:50 PM EDT, next update at 07:00 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	6846.51	-0.3%	0.5%	1.7%	5.4%	14.1%	12.4%	23.3%	16.4%	72.7%	84.9%	42.7%	91.4%	-0.6%	Oct '25
DJIA (Large Value)	47739.32	-0.4%	1.0%	1.6%	4.9%	11.6%	6.9%	12.9%	12.2%	41.3%	58.2%	30.5%	63.4%	-1.1%	Nov '25
Russell 2000 (Small Cap)	2520.98	-0.02%	2.1%	3.6%	5.3%	18.2%	4.6%	10.0%	13.0%	38.6%	31.5%	10.9%	49.4%	-0.4%	Dec '25
NASDAQ Comp (Tech/Growth)	23545.90	-0.1%	1.2%	2.4%	8.0%	20.6%	18.6%	28.6%	21.9%	112.5%	87.1%	48.7%	126.0%	-1.7%	Oct '25
Aggregate Bond	99.87	-0.2%	-0.2%	-0.3%	0.1%	4.4%	4.2%	1.3%	6.5%	11.5%	-2.2%	-0.2%	16.6%	-2.6%	Dec '20
Corp Bond	110.63	-0.2%	-0.2%	-0.1%	-0.1%	5.4%	4.1%	0.9%	7.5%	14.4%	-3.4%	-1.6%	24.8%	-4.5%	Sep '21
High Yield Bond	80.55	-0.2%	0.1%	0.3%	0.6%	4.1%	6.3%	8.0%	7.5%	27.7%	20.8%	15.3%	34.9%	-0.5%	Nov '25
Preferred	30.87	0%	0.7%	-0.5%	-2.1%	4.8%	0.8%	7.2%	3.7%	18.4%	8.2%	0.2%	22.9%	-2.9%	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	43.48	-1.4%	-2.5%	-49.3%	-52.5%	-50.0%	-51.7%	0.1%	-47.6%	-43.6%	-33.0%	-47.5%	-32.6%	-54.6%	Oct '24
Consumer Discretionary/Cyclical	117.99	-1.5%	-0.3%	-50.0%	-49.9%	-44.2%	-48.9%	26.5%	-47.1%	-13.5%	-21.9%	-42.1%	-12.9%	-51.3%	Nov '25
Financial Services	53.48	-0.4%	1.1%	1.3%	1.0%	5.0%	7.7%	30.6%	11.8%	62.6%	103.0%	44.4%	85.8%	-1.2%	Sep '25
Real Estate	89.19	-0.8%	-1.2%	-1.2%	-2.1%	1.2%	-3.0%	4.8%	3.1%	17.6%	26.7%	-10.1%	31.9%	-10.8%	Dec '21
Communication Services	116.26	-0.7%	1.2%	3.7%	1.6%	12.8%	16.5%	34.7%	21.2%	143.4%	81.2%	54.5%	151.9%	-2.3%	Sep '25
Energy	45.42	-1.1%	-0.5%	-49.3%	-47.4%	-44.6%	-48.4%	5.6%	-45.7%	-40.6%	36.9%	-9.2%	-37.1%	-51.8%	Nov '24
Industrials	154.39	-0.12%	1.9%	0.7%	2.5%	7.3%	11.5%	17.3%	18.4%	62.1%	87.0%	56.2%	91.0%	-0.9%	Oct '25
Technology	147.63	0.7%	3.1%	-48.8%	-44.2%	-37.9%	-38.3%	21.6%	-36.2%	14.7%	21.2%	-13.3%	29.6%	-51.5%	Oct '25
Consumer Staples/Defensive	77.81	-0.8%	-1.9%	1.4%	-2.8%	-3.4%	-3.0%	12.2%	0.9%	10.2%	31.0%	11.4%	24.6%	-5.9%	Aug '25
Healthcare	151.43	-1.2%	-2.5%	3.6%	10.4%	13.7%	6.8%	2.5%	11.5%	13.9%	45.5%	15.4%	30.5%	-4.6%	Nov '25
Utilities	42.72	-1.3%	-3.5%	-52.4%	-47.9%	-46.7%	-44.8%	23.3%	-42.4%	-34.2%	-20.4%	-32.4%	-23.8%	-54.0%	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	141.76	-0.2%	0.7%	1.6%	5.2%	13.6%	17.0%	17.4%	21.6%	70.2%	72.2%	41.7%	92.7%	-0.6%	Oct '25
MSCI Emerging Markets	54.62	-0.2%	0.6%	0.1%	7.3%	17.5%	27.9%	6.5%	31.9%	49.9%	20.2%	20.7%	70.0%	-2.5%	Oct '25
FTSE Europe	81.83	-0.2%	0.9%	2.3%	3.7%	7.2%	25.8%	1.9%	31.7%	58.8%	61.8%	34.2%	96.6%	-0.5%	Nov '25
MSCI Japan	83.19	-0.6%	0.8%	-0.1%	2.8%	13.6%	19.8%	7.0%	25.0%	59.4%	39.2%	32.3%	80.1%	-1.4%	Nov '25
MSCI India	53.08	-1.6%	-2.3%	-1.2%	0.4%	-3.3%	-4.0%	8.6%	0.8%	23.6%	48.6%	15.0%	32.1%	-9.7%	Sep '24
MSCI China	62.22	-0.7%	-0.7%	-2.2%	-0.1%	14.4%	33.9%	17.7%	34.1%	37.6%	-14.3%	8.2%	66.2%	-29.5%	Feb '21
International Bond	49.20	-0.2%	-0.4%	-0.8%	-0.1%	1.1%	1.4%	3.6%	2.5%	11.6%	-1.4%	1.0%	17.0%	-1.7%	Dec '20
iShares Latin America	30.70	0.1%	-0.9%	1.5%	12.0%	22.7%	41.7%	-23.1%	50.3%	52.1%	51.2%	70.1%	52.7%	-4.0%	Dec '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	628.61	-0.3%	0.5%	1.9%	5.7%	14.8%	13.9%	25.0%	17.8%	80.2%	98.8%	51.2%	100.3%	-0.5%	Oct '25
US Large Growth	478.53	-0.06%	0.8%	1.5%	6.0%	17.6%	16.4%	33.1%	19.5%	115.9%	109.0%	59.2%	133.9%	-2.7%	Oct '25
US Large Value	209.13	-0.6%	0.3%	2.3%	4.2%	10.6%	8.7%	14.2%	14.5%	43.5%	69.3%	33.7%	62.3%	-0.6%	Dec '25

US MidCap Blend	291.83	-0.4%	0.6%	0.9%	1.0%	7.3%	4.6%	15.3%	11.8%	45.5%	53.5%	22.2%	63.0%	-1.5%	Oct '25
US MidCap Growth	284.36	-0.3%	1.1%	-0.4%	-1.8%	3.9%	4.1%	16.4%	12.6%	55.8%	41.1%	16.2%	71.6%	-4.6%	Oct '25
US MidCap Value	176.66	-0.4%	0.2%	1.8%	3.0%	9.8%	4.8%	14.0%	11.1%	36.2%	65.7%	28.0%	54.8%	-0.5%	Nov '25

US Small Blend	259.34	-0.3%	1.0%	2.3%	1.7%	12.1%	1.7%	14.2%	9.1%	43.5%	47.2%	20.7%	56.6%	-0.4%	Dec '25
US Small Growth	331.46	0.09%	2.8%	3.2%	6.3%	18.4%	6.7%	15.0%	15.6%	52.9%	24.3%	14.8%	63.0%	-1.1%	Oct '25
US Small Value	183.52	-0.1%	1.4%	4.4%	4.8%	19.8%	5.3%	7.6%	13.2%	35.0%	54.8%	17.5%	48.0%	-0.2%	Dec '25

Foreign Large Blend	95.51	-0.3%	0.8%	1.3%	3.0%	8.3%	23.0%	3.5%	28.5%	55.1%	53.2%	33.9%	86.2%	-1.1%	Nov '25
Foreign Growth	114.57	-0.3%	1.2%	0.2%	1.4%	4.0%	12.8%	1.5%	19.5%	38.3%	25.8%	9.4%	65.8%	-2.6%	Oct '25
Foreign Value	70.47	-0.4%	0.4%	2.0%	4.2%	12.3%	32.9%	5.4%	37.2%	72.7%	83.0%	61.4%	107.2%	-0.7%	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	23.70		0.04%	0.3%	-0.3%	-0.7%	1.3%	3.9%	8.3%	3.4%	28.4%	31.4%	25.1%	30.8%	-0.8%	Sep '25
Ultra Short- Janus AAA CLO	50.52		-0.04%	-0.1%	0.3%	1.0%	2.5%	5.0%	7.4%	4.5%	22.0%	23.9%	21.9%	24.1%	-0.1%	Dec '25
Bank Loan- Invesco	20.98		0.10%	0.4%	0.2%	1.3%	3.2%	5.9%	8.2%	5.7%	28.4%	29.2%	25.5%	31.8%	New Peak	Dec '25
Interval CEF- Cliffwater	10.66	p	EOD	0.1%	0.8%	2.0%	4.3%	9.0%	12.6%	8.3%	34.8%	55.5%	40.2%	36.6%	New Peak	Dec '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	53.30		-0.2%	0.8%	2.1%	4.5%	13.3%	12.2%	27.9%	17.0%	84.5%	135.4%	85.5%	104.8%	-1.0%	Oct '25
Int’l Min Volatility- Franklin	36.14		0%	0.4%	0.4%	4.9%	11.3%	21.4%	15.9%	22.0%	64.9%	104.4%	71.3%	83.9%	-2.2%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.35	p	EOD	0.4%	1.2%	-0.8%	7.1%	-5.6%	62.3%	2.3%	137.1%	316.4%	214.8%	223.6%	-5.6%	Dec '24
Small Value- Avantis	102.46		-0.4%	1.3%	4.8%	2.1%	15.2%	0.9%	9.3%	7.5%	41.0%	97.6%	35.4%	55.5%	-2.0%	Nov '24
Mid Value- Pacer Cash Cows	60.34		-0.5%	1.2%	4.3%	4.9%	11.3%	1.5%	10.6%	8.2%	34.2%	99.6%	37.2%	48.4%	-0.5%	Dec '25
Growth- S&P Momentum	121.00		0.12%	1.7%	2.1%	2.9%	13.6%	23.5%	45.8%	28.1%	118.6%	145.5%	96.6%	141.6%	-2.6%	Oct '25
Invesco S&P Quality	74.49		-0.6%	0.3%	1.4%	3.2%	4.9%	8.7%	25.4%	12.1%	72.3%	92.0%	47.3%	94.1%	-0.7%	Oct '25
Rotation Factor- BlackRock	61.01		-0.2%	0.7%	2.0%	6.2%	16.2%	15.7%	30.3%	20.1%	106.3%	114.2%	69.2%	129.3%	-0.4%	Oct '25
US Min Volatility- Fidelity	66.98		-0.5%	-0.5%	2.2%	3.0%	9.1%	7.9%	16.1%	11.8%	47.6%	69.5%	36.0%	65.9%	-1.3%	Nov '25
Derivative Income- JPMorgan	57.17		-0.5%	-0.1%	1.3%	1.9%	5.4%	3.0%	12.6%	6.5%	29.7%	57.8%	27.6%	45.6%	-0.9%	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	15.83	p	EOD	1.1%	0.8%	-0.6%	2.7%	6.5%	12.1%	6.6%	32.3%	36.0%	34.4%	33.9%	-1.6%	Aug '25
Multistrategy- AQR	14.12	p	EOD	-0.3%	-0.4%	3.6%	6.7%	14.5%	13.3%	14.7%	44.0%	87.7%	62.4%	45.2%	-1.4%	Nov '25
Long Short- AQR	20.79	p	EOD	0.8%	3.0%	7.1%	11.6%	28.6%	30.5%	29.8%	126.6%	248.6%	159.6%	147.6%	New Peak	Dec '25
Mkt Neutral- BlackRock	14.79	p	EOD	0.9%	2.4%	2.1%	5.7%	14.3%	21.4%	15.6%	63.9%	70.7%	65.1%	65.7%	-0.3%	Dec '25
Multi Strategy- Variant	26.78	p	EOD	0.1%	0.6%	2.1%	3.9%	7.2%	5.1%	6.6%	23.3%	46.0%	29.1%	24.7%	New Peak	Dec '25
Long Short- First Trust	71.16		-0.2%	-0.5%	0.3%	4.8%	8.5%	7.2%	18.8%	9.0%	47.9%	73.4%	43.5%	58.7%	-1.1%	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)	313.72	-2.4%	-0.4%	12.5%	34.0%	81.0%	80.4%	36.0%	66.3%	237.1%	248.8%	117.9%	223.8%	-3.0%	Nov '25
Meta (Communications)	666.80	-1.0%	4.0%	7.3%	-11.3%	-4.3%	7.2%	66.0%	14.1%	481.7%	136.7%	98.2%	426.2%	-15.5%	Aug '25
Amazon (Cyclical)	226.89	-1.2%	-3.0%	-7.2%	-3.8%	6.2%	-0.1%	44.4%	3.4%	151.1%	42.8%	33.1%	101.0%	-10.7%	Nov '25
Tesla (Cyclical)	439.58	-3.4%	2.2%	2.3%	26.9%	48.9%	12.9%	62.5%	8.9%	153.4%	102.9%	9.9%	102.3%	-8.4%	Dec '24
Procter & Gamble (Defensive)	138.34	-3.6%	-6.2%	-5.9%	-12.4%	-14.5%	-18.3%	17.3%	-15.3%	-1.4%	13.6%	-6.1%	20.8%	-21.0%	Dec '24
PepsiCo (Defensive)	145.63	0.4%	-1.6%	1.9%	2.8%	13.1%	-4.9%	-7.6%	-1.4%	-13.4%	15.6%	-5.5%	-5.4%	-19.4%	May '23
Coca-Cola (Defensive)	70.25	0.4%	-2.4%	-0.4%	5.0%	-0.1%	14.9%	8.9%	15.4%	19.6%	52.5%	32.6%	39.4%	-3.7%	Nov '25
Exxon Mobil (Energy)	115.98	-0.5%	-0.6%	-0.2%	6.5%	13.2%	5.9%	11.3%	11.8%	23.1%	235.9%	110.4%	31.7%	-3.3%	Oct '24
Chevron (Energy)	148.71	-0.9%	-2.5%	-3.0%	-2.4%	8.4%	0.2%	1.3%	7.4%	-2.8%	100.9%	46.5%	7.8%	-10.2%	Jan '23
JPMorgan Chase (Financial)	315.21	0.05%	2.0%	0.3%	8.1%	19.8%	30.1%	44.3%	34.3%	155.4%	194.2%	116.5%	227.6%	-1.6%	Nov '25
Visa (Financial)	326.84	-1.3%	-1.1%	-2.5%	-4.3%	-11.4%	5.8%	22.3%	4.2%	59.9%	59.3%	52.1%	88.0%	-12.1%	Jun '25
Mastercard (Financial)	540.44	-0.9%	-0.6%	-2.1%	-7.7%	-8.2%	2.8%	24.2%	3.2%	56.6%	63.1%	49.1%	94.1%	-9.7%	Aug '25
Bank of America (Financial)	53.90	-0.09%	1.8%	1.3%	9.0%	20.5%	17.4%	33.9%	24.8%	78.8%	109.1%	28.5%	95.4%	-0.4%	Nov '25
UnitedHealth (Health)	323.62	-2.2%	0.1%	-0.2%	1.7%	8.2%	-39.8%	-2.4%	-34.9%	-38.0%	0.3%	-31.5%	-31.9%	-47.1%	Nov '24
Johnson & Johnson (Health)	201.62	-0.2%	-1.8%	8.1%	13.2%	31.0%	38.3%	-4.8%	42.8%	23.9%	52.4%	31.3%	35.8%	-2.9%	Nov '25
Eli Lilly (Health)	997.59	-1.3%	-5.7%	8.1%	35.3%	30.1%	21.6%	33.3%	30.2%	174.8%	604.1%	281.1%	215.6%	-10.1%	Nov '25
Union Pacific (Industrials)	235.44	0.06%	2.4%	6.3%	8.4%	6.0%	3.2%	-5.1%	5.1%	18.6%	27.6%	3.7%	31.5%	-7.6%	Mar '22
Honeywell (Industrials)	191.99	0.3%	0.9%	-0.5%	-4.6%	-10.0%	-8.1%	10.0%	-7.9%	1.8%	6.4%	7.2%	26.4%	-14.3%	Jul '25
Nvidia (IT)	185.55	1.7%	3.1%	-1.4%	10.2%	30.9%	30.3%	171.2%	38.2%	981.7%	1293.7%	517.2%	1515.4%	-10.4%	Oct '25
Broadcom (IT)	401.10	2.8%	3.9%	14.8%	16.2%	63.1%	125.6%	110.5%	74.2%	695.0%	960.0%	551.5%	880.6%	-0.5%	Nov '25
Adobe (IT)	339.12	-2.1%	5.0%	3.7%	-5.4%	-18.7%	-38.7%	-25.5%	-23.7%	2.0%	-31.5%	-39.9%	18.5%	-50.7%	Nov '21
Oracle (IT)	220.54	1.4%	9.8%	-7.8%	-7.4%	27.2%	16.2%	60.0%	33.7%	185.9%	300.5%	164.9%	258.9%	-32.7%	Sep '25
salesforce.com (IT)	259.53	-0.4%	11.5%	8.2%	3.1%	-5.1%	-27.9%	27.8%	-22.0%	101.5%	15.1%	2.7%	84.3%	-29.0%	Dec '24
Linde PLC (Materials)	389.38	-2.6%	-4.0%	-7.4%	-18.0%	-17.4%	-12.5%	3.2%	-6.1%	20.6%	66.8%	21.0%	49.1%	-19.5%	Sep '25
Sherwin-Williams (Materials)	327.13	-1.8%	-4.2%	-3.6%	-12.6%	-8.1%	-14.3%	9.9%	-2.9%	32.1%	42.7%	0.1%	67.2%	-17.4%	Nov '24
American Tower (Real Estate)	183.20	2.4%	3.9%	3.0%	-4.6%	-12.4%	-8.5%	-12.2%	2.4%	-4.7%	-5.5%	-28.1%	10.1%	-31.5%	Sep '21
Prologis Inc. (Real Estate)	126.67	-1.0%	-1.8%	0.9%	12.5%	18.6%	17.2%	-18.1%	23.1%	18.3%	50.1%	-14.0%	38.5%	-18.5%	Apr '22
NextEra Energy (Utilities)	80.55	-3.1%	-4.8%	-4.0%	15.5%	12.5%	9.7%	21.5%	15.1%	1.8%	23.4%	-2.7%	20.6%	-6.7%	Nov '25
Duke Energy (Utilities)	115.22	-1.1%	-4.6%	-6.0%	-3.3%	1.7%	6.5%	15.6%	10.8%	29.2%	53.2%	30.3%	52.5%	-9.9%	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	16.02	p	EOD	0.1%	0.4%	1.5%	5.9%	8.9%	6.8%	9.1%	24.3%	15.4%	10.2%	32.0%	-0.6%	Oct '25
Moderate-60% Stock	65.22		-0.3%	0.2%	1.0%	3.2%	9.9%	12.3%	10.7%	15.6%	43.9%	40.6%	24.8%	58.4%	-0.6%	Oct '25
Mod Agg-80% Stock	52.12	p	EOD	0.8%	1.7%	4.4%	11.9%	19.3%	17.5%	19.1%	63.2%	67.1%	38.2%	81.6%	-0.2%	Oct '25
Aggressive-90% Stock	31.69	p	EOD	0.8%	1.5%	4.8%	12.9%	16.9%	14.8%	19.9%	65.8%	71.2%	37.6%	83.7%	-0.4%	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	90647.56	0.3%	5.0%	-12.3%	-19.1%	-13.2%	-9.3%	121.9%	-3.0%	426.0%	394.8%	95.1%	373.2%	-27.3%	Oct '25
Ethereum	3125.54	2.1%	11.6%	-9.0%	-27.4%	26.2%	-22.0%	44.8%	-6.2%	144.0%	463.3%	-16.9%	141.4%	-35.3%	Aug '25
BNB	899.10	0.6%	8.7%	-9.2%	2.4%	39.7%	22.8%	123.3%	28.3%	209.5%	3153.3%	75.6%	231.8%	-31.4%	Oct '25
Solana	133.27	0.9%	5.2%	-17.6%	-37.8%	-9.9%	-43.8%	78.0%	-29.6%	873.5%	7902.5%	-21.7%	327.6%	-49.1%	Jan '25
Bitcoin ETF	51.52	1.6%	6.2%	-12.5%	-19.1%	-13.1%	-10.9%	-	-2.9%	-	-	-	-	-27.7%	Oct '25
Grayscale Bitcoin (hi fee)	70.99	1.6%	6.1%	-12.7%	-19.4%	-13.7%	-12.0%	136.7%	-4.1%	859.5%	274.9%	129.3%	601.0%	-27.9%	Oct '25
Bloomberg Commodities	22.79	-1.6%	-0.7%	2.9%	7.8%	8.7%	17.6%	5.5%	15.4%	13.2%	71.2%	27.4%	10.5%	-7.2%	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	0.5%	1.5%	2.5%	2.7%	-3.0%	11.2%	19.1%	0.6%	39.4%	190.3%	138.9%	24.0%	-5.6%	Oct '23
10yr Treasury rate	4.17	0.8%	1.9%	1.9%	3.1%	-7.5%	0.5%	18.3%	-8.8%	19.5%	357.0%	156.3%	6.9%	-16.4%	Oct '23
5yr Treasury rate	3.75	1.0%	2.2%	2.0%	5.1%	-9.0%	-7.0%	14.1%	-14.3%	1.2%	867.3%	174.9%	-8.7%	-24.3%	Oct '23
13-week T-bill	3.62	0.4%	-2.0%	-3.7%	-7.9%	-14.5%	-15.8%	-18.8%	-14.0%	-12.8%	5220.6%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	58.84	-2.3%	-0.8%	-1.5%	-5.5%	-8.9%	-12.4%	0.1%	-18.0%	-17.7%	29.0%	-22.7%	-32.6%	-52.4%	Mar '22
Gold	4222.20	-0.2%	-0.4%	5.6%	16.1%	27.1%	60.0%	27.5%	60.6%	136.0%	125.7%	134.6%	152.8%	-2.6%	Oct '25
EUR/USD	1.16	-0.02%	0.4%	0.8%	-1.1%	-	10.0%	-6.0%	11.9%	10.7%	-3.9%	2.4%	19.9%	-5.7%	Jan '21
USD/JPY	155.92	0.4%	0.0%	1.9%	5.8%	-	3.8%	11.0%	-0.7%	14.3%	49.9%	35.4%	6.3%	-3.5%	Jul '24
S&P 500 Volatility Index	16.66	8.1%	-3.4%	-12.7%	10.3%	-0.7%	30.5%	39.4%	-4.0%	-25.3%	-19.4%	0.4%	-50.4%	-68.2%	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	50.98		0%	0.0%	0.3%	0.8%	3.1%	5.5%	6.5%	5.6%	20.2%	17.7%	16.7%	21.9%	-0.1%	Dec '25
Interm Muni- JPMorgan	50.50		-0.10%	0.0%	-0.3%	1.4%	4.2%	2.2%	1.9%	3.6%	11.3%	5.6%	3.6%	15.0%	-0.6%	Nov '25
Interm Bond- Janus MSB	45.59		-0.2%	-0.1%	0.0%	1.0%	6.2%	5.8%	1.5%	8.1%	13.8%	2.4%	2.4%	19.1%	-0.5%	Nov '25
Interm Bond- Vanguard	77.89		-0.2%	-0.3%	-0.2%	0.0%	4.7%	5.5%	1.6%	7.8%	13.9%	-1.2%	1.4%	19.1%	-1.6%	Dec '20
Multisector Bond- Intrepid	9.04	p	EOD	0.1%	0.1%	0.5%	4.5%	7.0%	10.4%	7.0%	29.1%	40.9%	26.8%	33.3%	-0.4%	Nov '25
Int’l Bond- JPMorgan	48.76		-0.2%	-0.1%	-0.3%	0.5%	3.4%	5.9%	3.5%	7.3%	19.7%	14.0%	12.8%	26.7%	-0.9%	Oct '25
Long Bond- Vanguard	76.49		-0.2%	-0.3%	-0.4%	-0.6%	6.5%	1.6%	-1.9%	7.1%	9.4%	-13.4%	-11.6%	24.8%	-15.2%	Sep '21
Long CA Muni- PIMCO	9.42	p	EOD	-0.1%	-0.4%	2.1%	5.1%	1.8%	2.9%	3.7%	14.6%	6.7%	3.3%	18.7%	-0.5%	Nov '25
Long Muni- iShares	57.33		-0.09%	-0.2%	-0.2%	1.9%	5.2%	1.4%	1.6%	2.6%	9.2%	2.1%	1.3%	13.0%	-0.6%	Nov '25

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BelowPeak Dec '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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Oct '25

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Nov '25

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Dec '25