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S&P 500 (Large Cap)

Return

61.1%

[

12.5%

annualized]

Dec 31 2020 - Jan 21 2025

-0.7%

Below
Peak
Dec '24

DJIA (Large Value)

Return

43.8%

[

9.4%

annualized]

Dec 31 2020 - Jan 21 2025

-2.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

17.4%

[

4.0%

annualized]

Dec 31 2020 - Jan 21 2025

-5.1%

Below
Peak
Nov '21

Performance Range:

As of Jan 21 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)	6049.24	0.9%	1.7%	2.0%	3.4%	8.7%	24.7%	23.3%	2.8%	37.5%	82.1%	26.1%	69.1%	-0.7%	Dec '24
DJIA (Large Value)	44025.81	1.2%	1.9%	2.8%	2.6%	8.9%	15.9%	12.9%	3.5%	28.5%	50.8%	20.3%	50.7%	-2.2%	Dec '24
Russell 2000 (Small Cap)	2317.97	1.8%	2.4%	3.4%	3.9%	4.4%	16.9%	10.0%	3.9%	16.6%	37.6%	2.0%	37.3%	-5.1%	Nov '21
NASDAQ Comp (Tech/Growth)	19756.78	0.6%	1.3%	0.9%	6.3%	9.7%	28.6%	28.6%	2.3%	43.5%	110.5%	24.8%	89.7%	-2.1%	Dec '24
Aggregate Bond	97.24	0.3%	0.5%	0.3%	-0.7%	1.1%	2.8%	1.3%	0.4%	-5.0%	-2.3%	-5.9%	9.9%	-8.6%	Aug '20
Muni ~7yrs	106.37	0.1%	0.4%	0.2%	-0.1%	0.7%	1.9%	1.3%	-0.2%	0.2%	3.9%	-1.0%	9.4%	-1.8%	Dec '24
Corp Bond	107.40	0.6%	0.9%	0.4%	-1.0%	1.3%	2.7%	0.9%	0.5%	-6.4%	-2.1%	-8.0%	16.7%	-10.7%	Sep '21
High Yield Bond	79.67	0.3%	0.5%	1.4%	1.9%	4.8%	9.6%	8.0%	1.3%	10.6%	17.2%	8.6%	27.2%	New Peak	Jan '25
Preferred	32.11	1.1%	1.3%	1.5%	-1.9%	3.7%	8.1%	7.2%	2.1%	0.6%	10.4%	-2.1%	20.1%	-2.9%	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	89.46	1.3%	2.8%	5.1%	-6.3%	-0.1%	10.4%	0.1%	6.3%	13.2%	64.4%	6.4%	36.6%	-7.9%	Oct '24
Consumer Discretionary/Cyclical	230.90	0.7%	1.6%	1.1%	17.3%	22.1%	33.7%	26.5%	2.9%	31.3%	89.0%	12.6%	69.4%	-3.4%	Dec '24
Financial Services	50.65	0.8%	2.4%	4.9%	7.9%	18.5%	35.0%	30.6%	4.8%	40.1%	81.1%	35.4%	74.2%	-0.9%	Nov '24
Real Estate	91.33	1.9%	3.9%	3.2%	-3.7%	3.7%	10.5%	4.8%	2.5%	-2.3%	16.1%	-10.7%	31.1%	-11.4%	Dec '21
Communication Services	98.27	0.9%	1.2%	0.6%	8.3%	15.6%	32.5%	34.7%	1.5%	40.2%	81.7%	29.4%	111.1%	-3.6%	Dec '24
Energy	93.48	-0.5%	1.0%	12.0%	4.4%	3.5%	20.0%	5.6%	9.1%	67.2%	102.7%	82.4%	26.3%	-3.1%	Nov '24
Industrials	140.58	2.1%	3.9%	5.6%	3.1%	12.4%	25.9%	17.3%	6.7%	46.0%	83.9%	40.8%	72.1%	-1.9%	Nov '24
Technology	236.06	0.8%	1.6%	0.2%	2.0%	4.8%	18.2%	21.6%	1.5%	56.9%	153.5%	37.9%	106.3%	-2.1%	Dec '24
Consumer Staples/Defensive	77.60	0.5%	1.8%	-2.2%	-4.7%	0.6%	11.3%	12.2%	-1.3%	10.6%	38.2%	9.0%	21.9%	-6.7%	Sep '24
Healthcare	142.50	1.7%	1.4%	3.7%	-5.3%	-3.4%	3.4%	2.5%	3.6%	15.4%	47.3%	7.2%	21.2%	-8.6%	Sep '24
Utilities	80.05	1.5%	4.2%	5.6%	-0.8%	14.9%	36.1%	23.3%	5.8%	27.7%	38.9%	24.0%	39.9%	-2.7%	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	120.96	1.1%	2.0%	2.4%	1.8%	6.4%	20.8%	17.4%	2.9%	28.2%	63.1%	20.0%	63.1%	-0.9%	Dec '24
MSCI Emerging Markets	42.54	1.1%	1.7%	0.6%	-4.9%	0.4%	14.5%	6.5%	1.7%	-6.5%	4.4%	-6.9%	31.1%	-19.5%	Feb '21
FTSE Europe	66.57	2.3%	3.7%	5.2%	-1.8%	-1.7%	10.1%	1.9%	4.9%	11.5%	33.6%	6.9%	56.6%	-6.1%	Sep '24
MSCI Japan	67.33	1.7%	1.6%	1.7%	0.5%	-2.7%	3.3%	7.0%	0.3%	9.8%	23.2%	6.2%	44.6%	-6.3%	Sep '24
MSCI India	50.83	-0.7%	-0.9%	-4.8%	-7.9%	-9.6%	2.9%	8.6%	-3.4%	11.7%	54.4%	10.1%	26.5%	-13.5%	Sep '24
MSCI China	46.51	0.6%	2.6%	-1.3%	-5.9%	10.8%	31.9%	17.7%	-0.7%	-20.9%	-21.5%	-19.9%	23.0%	-47.8%	Feb '21
International Bond	48.97	0.1%	0.5%	-0.3%	0.4%	2.9%	4.6%	3.6%	-0.2%	-1.2%	-0.4%	-1.6%	14.0%	-4.2%	Dec '20
iShares Latin America	21.96	1.5%	0.4%	3.2%	-9.3%	-10.8%	-14.0%	-23.1%	5.0%	11.4%	-8.1%	18.9%	6.8%	-31.3%	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	554.46	0.9%	1.7%	2.1%	3.7%	9.5%	26.4%	25.0%	2.9%	44.1%	96.8%	32.1%	75.0%	-0.5%	Dec '24
US Large Growth	409.76	0.7%	1.2%	0.6%	6.7%	11.8%	31.5%	33.1%	2.0%	56.2%	129.9%	35.9%	99.7%	-2.1%	Dec '24
US Large Value	193.78	1.2%	2.6%	4.4%	1.8%	8.3%	20.1%	14.2%	4.7%	27.4%	55.9%	22.3%	48.5%	-2.5%	Nov '24

US MidCap Blend	277.38	1.3%	2.9%	4.0%	4.4%	11.4%	22.1%	15.3%	5.0%	26.8%	63.5%	14.8%	53.1%	-2.1%	Nov '24
US MidCap Growth	270.63	1.7%	3.4%	4.3%	9.0%	15.6%	24.3%	16.4%	6.7%	28.7%	68.8%	10.1%	62.5%	-1.4%	Dec '24
US MidCap Value	168.02	1.1%	2.5%	3.5%	0.6%	8.0%	20.1%	14.0%	3.9%	24.9%	56.0%	19.7%	44.7%	-4.0%	Nov '24

US Small Blend	252.64	1.7%	2.8%	4.5%	6.5%	10.6%	21.6%	14.2%	5.1%	29.9%	61.4%	16.3%	50.9%	-3.1%	Nov '24
US Small Growth	301.78	2.4%	3.1%	3.8%	6.0%	7.7%	22.7%	15.0%	4.9%	25.4%	41.4%	4.1%	47.8%	-7.9%	Feb '21
US Small Value	169.40	1.5%	1.8%	3.2%	2.4%	2.3%	13.9%	7.6%	3.2%	16.6%	46.3%	7.1%	35.0%	-6.1%	Nov '24

Foreign Large Blend	78.33	2.0%	3.0%	4.3%	-1.4%	-1.2%	8.9%	3.5%	3.6%	12.0%	29.3%	7.9%	50.1%	-6.0%	Sep '24
Foreign Growth	100.73	2.2%	3.6%	3.9%	-1.7%	-2.0%	7.1%	1.5%	4.0%	4.0%	22.3%	-4.8%	44.3%	-6.9%	Sep '21
Foreign Value	54.18	1.7%	2.5%	4.6%	-1.0%	0.0%	10.7%	5.4%	3.3%	19.8%	33.0%	21.5%	55.9%	-4.9%	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	24.36	-0.08%	0.1%	0.5%	1.9%	3.7%	8.3%	8.3%	0.4%	21.2%	28.8%	21.4%	27.0%	-0.1%	Jan '25
Ultra Short- Janus AAA CLO	50.94	0.04%	0.1%	0.7%	1.8%	3.5%	7.4%	7.4%	0.5%	16.9%	-	17.1%	19.3%	New Peak	Jan '25
Bank Loan- Invesco	21.05	0.11%	0.2%	0.8%	1.9%	4.3%	8.7%	8.2%	0.5%	19.3%	23.7%	19.4%	25.3%	New Peak	Jan '25
Interval CEF- Cliffwater	10.68	0.09%	0.2%	0.8%	2.5%	5.4%	12.3%	12.6%	0.6%	29.6%	50.7%	30.2%	26.9%	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	47.74	1.1%	1.7%	3.5%	2.5%	9.5%	30.7%	27.9%	4.0%	69.2%	-	64.9%	82.1%	-0.3%	Dec '24
Int’l Min Volatility- Franklin	31.01	0.2%	0.6%	3.4%	1.7%	4.5%	17.8%	15.9%	1.6%	41.6%	52.0%	42.6%	53.1%	New Peak	Jan '25
MidCap 30 - Hennessy (hi fee)	24.85	1.7%	1.8%	2.9%	4.4%	12.0%	41.5%	34.6%	4.4%	105.8%	187.9%	88.9%	94.1%	-4.6%	Nov '24
Small Value- Avantis	100.71	1.4%	1.8%	4.8%	5.4%	4.8%	15.9%	9.3%	4.3%	39.9%	108.1%	31.4%	50.8%	-5.0%	Nov '24
Mid Value- Pacer Cash Cows	58.78	0.6%	1.5%	3.9%	2.2%	5.3%	16.2%	10.6%	4.1%	36.2%	108.4%	31.9%	42.7%	-3.8%	Nov '24
Growth- S&P Momentum	100.06	1.4%	2.9%	4.9%	6.8%	14.5%	46.9%	45.8%	5.3%	75.8%	142.1%	61.7%	98.7%	New Peak	Jan '25
Invesco S&P Quality	68.75	0.9%	2.0%	1.5%	2.4%	7.3%	25.1%	25.4%	2.6%	45.6%	95.9%	34.8%	77.6%	-1.2%	Dec '24
Rotation Factor- BlackRock	52.55	0.7%	1.3%	1.6%	3.3%	10.4%	30.6%	30.3%	2.5%	61.2%	100.4%	44.4%	95.7%	-1.3%	Dec '24
US Min Volatility- Fidelity	61.57	0.9%	1.4%	0.8%	0.0%	6.1%	15.5%	16.1%	1.6%	32.9%	64.8%	23.7%	50.8%	-2.0%	Dec '24
Derivative Income- JPMorgan	58.95	0.8%	1.6%	2.0%	0.9%	7.1%	13.9%	12.6%	2.5%	28.6%	-	22.8%	40.1%	-1.8%	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	15.00	0.1%	0.3%	1.2%	2.9%	5.2%	9.0%	12.1%	1.0%	25.0%	29.9%	22.8%	22.4%	-0.3%	Dec '24
Multistrategy- AQR	12.50	-0.3%	-0.2%	2.2%	4.1%	4.1%	12.2%	13.3%	1.5%	38.9%	-	43.3%	28.1%	-0.3%	Jan '25
Long Short- AQR	16.50	0.4%	0.3%	2.5%	9.2%	11.2%	27.6%	30.5%	3.0%	81.7%	120.4%	97.9%	88.7%	New Peak	Jan '25
Mkt Neutral- BlackRock	13.89	0%	-0.5%	2.5%	6.1%	7.4%	20.7%	21.4%	2.9%	45.7%	46.8%	47.0%	47.6%	-0.5%	Jan '25
Multi Strategy- Variant	27.01	0%	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	67.61	0.6%	0.9%	2.2%	4.7%	8.6%	18.1%	18.8%	2.7%	43.4%	61.4%	35.3%	49.6%	-0.1%	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)	198.05	1.0%	1.3%	3.5%	20.1%	9.3%	36.2%	36.0%	4.6%	52.5%	167.9%	37.1%	103.7%	New Peak	Jan '25
Meta (Communications)	616.46	0.6%	-0.1%	5.3%	6.0%	26.7%	62.1%	66.0%	5.3%	104.1%	179.6%	82.8%	385.3%	-2.5%	Dec '24
Amazon (Cyclical)	230.71	2.1%	3.3%	2.6%	21.6%	26.4%	49.1%	44.4%	5.2%	61.7%	144.5%	35.4%	104.3%	-1.0%	Dec '24
Tesla (Cyclical)	424.07	-0.6%	-1.0%	0.7%	94.6%	68.6%	103.1%	62.5%	5.0%	34.8%	1016.8%	6.0%	95.2%	-11.6%	Dec '24
Procter & Gamble (Defensive)	161.72	0.4%	1.3%	-3.8%	-4.7%	-3.3%	11.4%	17.3%	-3.5%	6.5%	44.9%	6.9%	37.6%	-10.0%	Dec '24
PepsiCo (Defensive)	148.55	0.2%	2.6%	-2.8%	-14.1%	-10.0%	-7.1%	-7.6%	-2.3%	-7.1%	19.6%	-6.4%	-6.3%	-20.1%	May '23
Coca-Cola (Defensive)	62.42	-0.5%	1.1%	-0.2%	-9.4%	-2.2%	8.0%	8.9%	0.3%	13.0%	26.5%	15.2%	21.2%	-13.3%	Sep '24
Exxon Mobil (Energy)	111.47	-0.8%	0.0%	5.3%	-6.9%	-1.7%	19.1%	11.3%	3.6%	71.7%	111.4%	95.1%	22.1%	-10.4%	Oct '24
Chevron (Energy)	158.24	-2.0%	-0.1%	10.8%	5.9%	3.0%	15.8%	1.3%	9.3%	40.0%	75.1%	49.0%	9.7%	-8.7%	Jan '23
JPMorgan Chase (Financial)	263.03	1.5%	4.2%	11.3%	18.0%	26.5%	58.2%	44.3%	10.3%	97.0%	122.1%	77.8%	169.1%	New Peak	Jan '25
Visa (Financial)	323.63	1.3%	2.3%	1.9%	13.9%	21.4%	20.2%	22.3%	2.4%	60.8%	61.3%	49.6%	84.8%	New Peak	Jan '25
Mastercard (Financial)	528.06	0.6%	1.1%	0.2%	3.1%	18.2%	20.8%	24.2%	0.4%	51.4%	67.5%	45.1%	88.8%	-1.4%	Dec '24
Bank of America (Financial)	46.66	0.3%	-0.9%	5.6%	10.9%	11.6%	47.0%	33.9%	6.2%	12.4%	53.8%	9.3%	66.2%	-1.8%	Nov '24
UnitedHealth (Health)	524.99	3.0%	-3.4%	5.0%	-7.5%	-5.3%	3.9%	-2.4%	3.8%	18.9%	88.0%	9.1%	8.6%	-15.7%	Nov '24
Johnson & Johnson (Health)	148.15	0.8%	2.2%	2.5%	-8.6%	-2.4%	-5.9%	-4.8%	2.4%	-2.0%	14.8%	-5.8%	-2.6%	-13.7%	Apr '22
Eli Lilly (Health)	742.35	2.3%	-0.6%	-3.3%	-18.2%	-14.0%	18.4%	33.3%	-3.8%	214.7%	459.5%	181.5%	133.1%	-22.5%	Aug '24
Union Pacific (Industrials)	236.73	1.1%	2.5%	4.6%	-1.4%	-1.6%	-0.5%	-5.1%	3.8%	3.0%	46.0%	2.4%	29.9%	-8.7%	Mar '22
Honeywell (Industrials)	225.07	1.1%	2.5%	-1.4%	1.7%	4.8%	14.3%	10.0%	-0.4%	16.9%	38.6%	16.0%	36.6%	-4.6%	Dec '24
Apple (IT)	222.64	-3.2%	-6.4%	-12.5%	-5.5%	-0.4%	15.4%	30.7%	-11.1%	39.3%	189.1%	24.3%	62.9%	-14.0%	Dec '24
Microsoft (IT)	428.50	-0.12%	0.5%	-1.9%	0.4%	-2.9%	8.9%	12.9%	1.7%	48.5%	170.4%	31.3%	93.5%	-8.0%	Jul '24
Nvidia (IT)	140.83	2.3%	3.4%	4.6%	-1.9%	14.0%	136.1%	171.2%	4.9%	503.5%	2161.7%	368.3%	1125.8%	-5.8%	Jan '25
Broadcom (IT)	240.31	1.2%	5.4%	9.1%	34.3%	50.1%	99.5%	110.5%	3.7%	382.2%	784.5%	287.6%	483.3%	-3.6%	Dec '24
Adobe (IT)	436.36	1.5%	4.6%	-2.4%	-11.5%	-21.4%	-27.7%	-25.5%	-1.9%	-12.7%	24.7%	-22.7%	52.5%	-36.6%	Nov '21
Oracle (IT)	172.57	7.2%	9.0%	2.0%	-1.3%	23.7%	58.4%	60.0%	3.8%	119.1%	240.0%	105.8%	178.7%	-10.1%	Nov '24
salesforce.com (IT)	326.84	0.7%	1.8%	-4.9%	13.5%	29.0%	17.3%	27.8%	-2.2%	50.3%	79.8%	28.7%	131.0%	-11.1%	Dec '24
Linde PLC (Materials)	442.46	1.5%	3.4%	4.3%	-7.9%	-0.2%	10.2%	3.2%	5.7%	45.8%	125.4%	36.1%	67.8%	-8.8%	Oct '24
Sherwin-Williams (Materials)	361.52	2.1%	4.2%	4.6%	0.2%	12.6%	18.6%	9.9%	6.4%	26.9%	91.2%	9.6%	83.2%	-9.6%	Nov '24
American Tower (Real Estate)	189.93	-0.2%	5.3%	4.3%	-13.5%	-7.8%	-3.8%	-12.2%	3.6%	-14.9%	-7.9%	-27.2%	11.3%	-30.7%	Sep '21
Prologis Inc. (Real Estate)	117.27	7.1%	8.7%	13.5%	-0.5%	-5.9%	-5.9%	-18.1%	10.9%	-17.8%	42.3%	-22.6%	24.8%	-26.6%	Apr '22
NextEra Energy (Utilities)	70.85	0.13%	2.3%	-1.1%	-14.8%	-1.5%	28.3%	21.5%	-1.2%	-7.3%	22.6%	-16.5%	3.6%	-18.0%	Dec '21
Duke Energy (Utilities)	110.77	1.4%	4.1%	2.3%	-6.7%	5.0%	21.3%	15.6%	2.8%	21.5%	42.4%	20.9%	41.5%	-7.4%	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	15.14	0.5%	0.8%	0.6%	0.1%	2.6%	6.4%	4.7%	0.7%	1.7%	9.2%	-0.3%	19.5%	-1.4%	Nov '21
Moderate-60% Stock	58.33	1.0%	1.4%	1.5%	0.6%	4.0%	13.2%	10.7%	1.8%	14.5%	34.5%	9.8%	39.4%	-1.2%	Dec '24
Mod Agg-80% Stock	45.23	1.0%	1.8%	2.0%	1.3%	5.1%	16.4%	13.1%	2.4%	20.1%	47.5%	13.6%	49.2%	-1.2%	Dec '24
Aggressive-90% Stock	27.23	1.2%	2.0%	2.2%	1.5%	5.0%	16.4%	12.6%	3.0%	20.3%	53.7%	12.1%	49.7%	-1.5%	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	105435.16	-0.7%	4.9%	10.9%	56.5%	56.0%	166.9%	121.1%	12.9%	201.0%	1114.6%	126.9%	450.4%	-0.7%	Jan '25
Ethereum	3308.47	-0.6%	-4.1%	0.9%	26.3%	-3.8%	43.2%	46.1%	-0.7%	37.6%	1865.9%	-12.0%	155.5%	-31.2%	Nov '21
BNB	699.00	1.0%	-2.1%	7.8%	17.8%	18.9%	128.9%	124.4%	-0.3%	95.2%	3827.3%	36.5%	158.0%	-6.8%	Dec '24
Solana	255.86	2.2%	24.3%	42.0%	53.0%	43.0%	206.0%	86.5%	35.2%	171.7%	-	50.2%	721.0%	-2.3%	Jan '25
Bitcoin ETF	60.42	1.3%	6.7%	10.2%	57.3%	55.2%	163.3%	-	13.9%	-	-	-	-	-0.5%	Dec '24
Grayscale Bitcoin (hi fee)	84.12	1.3%	6.5%	10.0%	56.8%	38.9%	134.8%	113.8%	13.6%	228.7%	782.7%	145.5%	650.4%	-0.7%	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	4.80	-0.9%	-1.6%	1.8%	6.9%	7.2%	11.3%	19.1%	0.3%	132.7%	116.5%	138.2%	23.6%	-68.4%	Oct '81
10yr Treasury rate	4.57	-0.8%	-1.7%	1.1%	8.8%	7.4%	11.7%	18.3%	0.0%	161.8%	158.6%	181.0%	17.2%	-71.1%	Sep '81
5yr Treasury rate	4.40	-0.4%	-1.1%	0.4%	9.8%	5.2%	9.5%	14.1%	0.4%	184.2%	179.5%	222.1%	6.9%	-73.0%	Sep '81
13-week T-bill	4.20	0.10%	-0.2%	-0.4%	-6.7%	-19.1%	-19.3%	-18.8%	-0.3%	2556.3%	177.4%	7818.9%	18.8%	-75.5%	Dec '80
Crude Oil	76.09	-2.8%	-4.9%	9.5%	5.5%	-4.6%	1.2%	0.1%	6.1%	-10.6%	34.1%	0.0%	-12.8%	-47.6%	Jul '08
Gold	2762.50	0.8%	1.8%	4.6%	0.7%	15.5%	36.8%	27.5%	5.1%	50.8%	77.6%	53.5%	65.4%	-0.9%	Oct '24
EUR/USD	1.04	-0.05%	1.1%	-0.3%	-3.5%	-4.4%	-4.4%	-6.0%	0.1%	-7.9%	-6.0%	-8.4%	7.3%	-34.9%	Apr '08
USD/JPY	155.81	0.4%	-1.4%	-0.4%	3.1%	-0.7%	5.2%	11.0%	-0.8%	36.7%	41.8%	35.3%	6.2%	-3.6%	Jul '24
S&P 500 Volatility Index	15.06	-5.7%	-6.6%	-18.0%	-17.3%	1.0%	14.2%	39.4%	-13.2%	-47.8%	16.7%	-9.3%	-55.1%	-81.8%	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	50.31	0.08%	0.2%	0.5%	1.0%	3.0%	6.5%	6.5%	0.3%	11.2%	16.8%	10.9%	15.8%	New Peak	Jan '25
Interm Muni- JPMorgan	50.16	0.13%	0.4%	0.3%	-0.1%	0.6%	2.5%	1.9%	0.0%	1.2%	5.3%	0.0%	11.0%	-1.4%	Dec '24
Interm Bond- Janus MSB	44.36	0.3%	0.8%	0.3%	-0.7%	1.2%	3.2%	1.5%	0.4%	-3.7%	-0.2%	-4.9%	10.6%	-5.8%	Aug '21
Interm Bond- Vanguard	74.95	0.3%	0.6%	0.3%	-0.9%	1.0%	2.9%	1.6%	0.3%	-4.5%	-0.7%	-5.6%	10.9%	-8.5%	Aug '20
Multisector Bond- Intrepid	9.10	0.11%	0.3%	1.2%	2.2%	5.2%	10.5%	10.4%	0.8%	19.6%	42.5%	19.5%	25.6%	New Peak	Jan '25
Int’l Bond- JPMorgan	47.57	0.3%	0.5%	0.4%	0.4%	2.6%	4.7%	3.5%	0.7%	6.4%	13.0%	5.8%	18.9%	-0.7%	Sep '24
Long Bond- Vanguard	75.37	0.9%	1.4%	0.3%	-1.8%	0.5%	0.8%	-1.9%	0.8%	-15.1%	-11.0%	-16.8%	17.4%	-20.3%	Sep '21
Long CA Muni- PIMCO	9.37	0.2%	0.5%	0.6%	-0.3%	0.7%	3.7%	2.9%	-0.2%	0.9%	7.1%	-0.6%	14.2%	-2.1%	Dec '24
Long Muni- iShares	56.83	0.09%	0.6%	-0.3%	-0.2%	0.7%	1.6%	1.6%	-0.8%	-0.6%	1.7%	-2.3%	9.1%	-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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