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S&P 500 (Large Cap)

Return

65.6%

[

11.7%

annualized]

Dec 31 2020 - Jul 16 2025

-0.9%

Below
Peak
Jul '25

DJIA (Large Value)

Return

43.4%

[

8.3%

annualized]

Dec 31 2020 - Jul 16 2025

-2.5%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

12.1%

[

2.6%

annualized]

Dec 31 2020 - Jul 16 2025

-9.4%

Below
Peak
Nov '21

Performance Range:

As of Jul 16 11:37 AM 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)	6221.79	-0.4%	-0.7%	3.1%	17.9%	4.8%	9.8%	23.3%	5.8%	61.1%	93.5%	29.7%	73.9%	-0.9%	Jul '25
DJIA (Large Value)	43887.80	-0.3%	-1.3%	3.2%	10.6%	1.7%	7.2%	12.9%	3.2%	40.3%	64.2%	20.0%	50.2%	-2.5%	Dec '24
Russell 2000 (Small Cap)	2214.26	0.4%	-1.7%	4.2%	18.8%	-2.3%	-2.2%	10.0%	-0.7%	26.9%	50.9%	-2.6%	31.2%	-9.4%	Nov '21
NASDAQ Comp (Tech/Growth)	20608.91	-0.3%	0.0%	4.6%	26.4%	6.6%	11.3%	28.6%	6.7%	80.0%	96.8%	30.2%	97.8%	-0.3%	Jul '25
Aggregate Bond	97.78	0.03%	-0.7%	0.3%	0.6%	2.9%	3.2%	1.3%	2.9%	5.8%	-5.5%	-3.6%	12.6%	-6.3%	Aug '20
Muni ~7yrs	103.50	-0.1%	-0.7%	-0.2%	0.7%	-0.8%	-0.6%	1.3%	-1.3%	4.8%	0.7%	-2.2%	8.1%	-2.9%	Dec '24
Corp Bond	107.53	-0.13%	-1.1%	0.3%	1.7%	3.1%	2.9%	0.9%	2.9%	9.0%	-6.5%	-5.8%	19.5%	-8.6%	Sep '21
High Yield Bond	79.85	-0.01%	-0.5%	0.9%	4.8%	3.5%	8.1%	8.0%	4.5%	26.1%	24.8%	12.0%	31.1%	-0.7%	Jul '25
Preferred	30.84	-0.3%	-1.1%	2.7%	7.1%	0.7%	2.9%	7.2%	1.5%	11.8%	15.9%	-2.8%	19.4%	-3.5%	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	88.58	-0.6%	-3.5%	1.0%	11.0%	1.9%	-1.8%	0.1%	6.3%	30.7%	61.3%	6.4%	36.6%	-7.9%	Oct '24
Consumer Discretionary/Cyclical	218.32	-0.3%	-0.3%	2.2%	18.7%	-2.9%	13.1%	26.5%	-2.2%	54.8%	69.1%	7.0%	61.0%	-8.2%	Dec '24
Financial Services	51.56	-0.2%	-1.6%	2.4%	11.2%	4.2%	20.3%	30.6%	7.4%	71.0%	133.7%	38.8%	78.5%	-3.1%	Jul '25
Real Estate	89.24	0.3%	0.1%	0.2%	5.3%	1.5%	4.0%	4.8%	2.2%	10.4%	39.1%	-10.9%	30.7%	-11.6%	Dec '21
Communication Services	106.17	0.2%	-0.8%	2.0%	18.7%	10.6%	23.6%	34.7%	10.3%	97.5%	93.2%	40.6%	129.2%	-2.2%	Jun '25
Energy	86.03	-1.0%	-2.3%	-1.3%	8.8%	-6.3%	-3.7%	5.6%	2.0%	39.4%	182.8%	70.6%	18.0%	-9.4%	Nov '24
Industrials	148.90	-0.7%	-0.7%	4.0%	19.8%	9.4%	17.8%	17.3%	13.7%	79.9%	124.7%	50.0%	83.4%	-1.4%	Jul '25
Technology	256.11	-0.7%	-0.7%	5.6%	32.3%	11.5%	10.5%	21.6%	10.5%	98.2%	150.9%	50.2%	124.6%	-0.7%	Jul '25
Consumer Staples/Defensive	79.89	-0.2%	-1.2%	-1.0%	0.3%	5.3%	5.4%	12.2%	2.9%	18.6%	48.6%	13.6%	27.1%	-3.3%	Feb '25
Healthcare	133.66	0.8%	-1.3%	-1.0%	-1.5%	-4.5%	-9.3%	2.5%	-2.0%	7.8%	38.5%	1.4%	14.7%	-13.5%	Sep '24
Utilities	81.56	-0.5%	-0.4%	1.4%	6.7%	5.0%	19.8%	23.3%	9.3%	28.3%	61.8%	28.1%	44.5%	-1.5%	Jul '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	128.71	-0.10%	-0.7%	2.5%	16.9%	9.4%	12.1%	17.4%	10.4%	61.0%	82.3%	28.7%	74.9%	-0.9%	Jul '25
MSCI Emerging Markets	48.72	0.09%	0.9%	3.2%	18.3%	17.8%	13.0%	6.5%	17.6%	35.9%	28.2%	7.6%	51.6%	-6.9%	Feb '21
FTSE Europe	77.12	0.4%	-2.0%	1.0%	13.1%	21.4%	15.4%	1.9%	23.8%	64.9%	73.2%	26.2%	84.8%	-2.0%	Jul '25
MSCI Japan	71.69	0.00%	-2.2%	-2.0%	8.2%	9.8%	2.1%	7.0%	7.7%	43.4%	39.6%	14.0%	55.3%	-4.8%	Jun '25
MSCI India	55.15	0.5%	-0.9%	1.1%	7.9%	8.0%	-3.2%	8.6%	4.8%	38.4%	91.3%	19.5%	37.3%	-6.2%	Sep '24
MSCI China	56.37	-0.6%	3.3%	2.5%	15.8%	25.7%	34.7%	17.7%	21.5%	19.2%	-11.6%	-2.0%	50.5%	-36.1%	Feb '21
International Bond	49.19	0.1%	-0.2%	0.0%	0.6%	2.1%	4.3%	3.6%	1.5%	9.3%	-0.7%	0.1%	15.9%	-2.6%	Dec '20
iShares Latin America	25.23	-0.06%	-2.8%	-1.7%	12.6%	19.4%	1.5%	-23.1%	23.5%	45.8%	56.2%	39.8%	25.5%	-19.2%	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	570.45	-0.2%	-0.6%	3.3%	18.4%	5.5%	11.3%	25.0%	6.6%	68.5%	108.5%	36.8%	81.3%	-0.8%	Jul '25
US Large Growth	428.86	-0.2%	0.0%	4.6%	25.6%	6.9%	14.1%	33.1%	7.0%	93.3%	121.4%	42.6%	109.4%	-0.2%	Jul '25
US Large Value	193.39	-0.4%	-1.5%	1.6%	10.5%	2.6%	8.1%	14.2%	5.4%	40.9%	82.7%	23.1%	49.4%	-2.0%	Jul '25

US MidCap Blend	278.29	-0.6%	-1.8%	2.1%	14.6%	3.0%	11.2%	14.9%	6.2%	45.9%	76.4%	15.7%	54.4%	-2.1%	Jul '25
US MidCap Growth	281.62	-0.5%	-1.8%	3.2%	20.9%	6.8%	18.3%	16.4%	11.4%	61.0%	70.7%	14.9%	69.7%	-1.8%	Jul '25
US MidCap Value	163.95	-0.4%	-1.8%	1.2%	10.0%	0.2%	6.2%	14.0%	2.5%	34.8%	84.2%	18.2%	42.9%	-5.3%	Nov '24

US Small Blend	237.98	-0.5%	-2.3%	2.8%	16.4%	-3.1%	3.0%	14.2%	-0.2%	39.3%	71.6%	10.4%	43.2%	-8.0%	Nov '24
US Small Growth	286.74	-0.11%	-2.1%	3.0%	20.0%	-2.0%	-0.3%	15.0%	-0.1%	38.6%	39.5%	-0.8%	40.8%	-12.3%	Feb '21
US Small Value	160.66	-0.5%	-2.7%	4.2%	16.3%	-2.6%	-3.2%	7.6%	-1.4%	23.6%	78.8%	2.4%	29.0%	-10.3%	Nov '24

Foreign Large Blend	88.25	0.3%	-1.8%	0.2%	11.9%	17.4%	12.0%	3.5%	18.7%	56.1%	61.9%	23.7%	72.1%	-1.8%	Jul '25
Foreign Growth	109.79	0.10%	-2.0%	0.0%	12.8%	13.0%	5.4%	1.5%	14.5%	42.0%	36.9%	4.8%	58.9%	-2.0%	Jun '25
Foreign Value	63.08	0.5%	-1.7%	0.5%	11.5%	21.5%	19.0%	5.4%	22.8%	70.6%	87.2%	44.5%	85.4%	-1.7%	Jul '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	24.24		-0.03%	0.2%	1.3%	4.9%	2.9%	6.8%	8.3%	3.3%	32.1%	37.6%	24.9%	30.7%	New Peak	Jul '25
Ultra Short- Janus AAA CLO	50.65		0.01%	0.0%	0.4%	2.2%	2.2%	5.7%	7.4%	2.6%	22.3%	-	19.6%	21.8%	New Peak	Jul '25
Bank Loan- Invesco	21.01		0.02%	0.2%	1.1%	4.5%	3.1%	7.5%	8.2%	3.4%	29.1%	32.1%	22.8%	29.0%	New Peak	Jul '25
Interval CEF- Cliffwater	10.59	p	EOD	0.1%	0.8%	2.8%	4.4%	10.1%	12.6%	4.9%	32.1%	56.6%	35.8%	32.3%	New Peak	Jul '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	49.01		-0.3%	-0.6%	4.1%	19.6%	5.3%	10.4%	27.9%	7.4%	86.4%	157.6%	70.2%	87.9%	-0.8%	Jul '25
Int’l Min Volatility- Franklin	32.80		-0.3%	-1.3%	0.3%	9.4%	8.8%	13.6%	15.9%	9.7%	57.2%	94.8%	54.0%	65.3%	-1.5%	Jul '25
MidCap 30 - Hennessy (hi fee)	22.88	p	EOD	-2.3%	0.4%	15.6%	-5.9%	0.6%	34.6%	-3.9%	94.3%	202.1%	73.9%	78.8%	-12.1%	Nov '24
Small Value- Avantis	92.21		-0.7%	-2.8%	2.7%	16.9%	-6.0%	-4.4%	9.3%	-3.7%	41.3%	141.0%	21.3%	39.3%	-12.2%	Nov '24
Mid Value- Pacer Cash Cows	55.28		-0.4%	-2.3%	0.1%	11.8%	-4.1%	-1.3%	10.6%	-1.4%	35.5%	118.8%	25.0%	35.2%	-8.9%	Nov '24
Growth- S&P Momentum	112.17		-0.5%	0.1%	4.5%	27.3%	15.4%	25.2%	45.8%	18.5%	122.7%	162.5%	81.9%	123.6%	-0.8%	Jul '25
Invesco S&P Quality	70.46		-0.4%	-1.9%	0.2%	12.7%	4.7%	8.7%	25.4%	5.7%	72.2%	105.3%	38.9%	83.0%	-2.3%	Jul '25
Rotation Factor- BlackRock	54.67		-0.2%	-0.2%	3.7%	19.5%	6.6%	13.4%	30.3%	7.4%	89.9%	124.4%	51.3%	105.0%	-0.7%	Jul '25
US Min Volatility- Fidelity	62.60		0.09%	-1.0%	1.5%	9.5%	3.8%	7.8%	16.1%	4.1%	45.1%	78.1%	26.7%	54.6%	-1.5%	Jul '25
Derivative Income- JPMorgan	56.35		-0.2%	-0.9%	0.9%	7.8%	1.1%	6.9%	12.6%	2.3%	31.9%	67.2%	22.6%	40.0%	-1.9%	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	15.56	p	EOD	0.8%	1.0%	5.4%	4.1%	8.1%	12.1%	4.8%	30.1%	32.9%	27.4%	26.9%	New Peak	Jul '25
Multistrategy- AQR	13.16	p	EOD	-1.0%	-0.9%	3.5%	5.3%	8.2%	13.3%	6.9%	38.2%	74.6%	50.9%	34.9%	-1.3%	Jul '25
Long Short- AQR	18.50	p	EOD	-1.3%	-0.7%	7.5%	12.9%	24.3%	30.5%	15.5%	104.6%	195.8%	121.9%	111.6%	-1.9%	Jun '25
Mkt Neutral- BlackRock	14.48	p	EOD	-0.3%	-0.9%	2.5%	4.5%	11.6%	21.4%	7.3%	56.0%	51.6%	53.3%	53.8%	-2.0%	Jun '25
Multi Strategy- Variant	26.58	p	EOD	0.1%	0.6%	1.5%	3.1%	7.5%	5.1%	3.4%	21.8%	45.2%	25.3%	21.0%	New Peak	Jul '25
Long Short- First Trust	65.70		-0.1%	-0.3%	0.9%	6.8%	-1.3%	5.6%	18.8%	0.4%	41.8%	63.9%	32.2%	46.2%	-3.1%	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)	183.32	0.7%	3.8%	3.7%	19.7%	-4.7%	0.2%	36.0%	-2.9%	65.0%	143.5%	27.2%	89.0%	-11.0%	Feb '25
Meta (Communications)	703.39	-1.0%	-4.0%	0.2%	40.1%	15.3%	44.1%	66.0%	20.3%	329.4%	193.5%	108.9%	454.7%	-4.7%	Jun '25
Amazon (Cyclical)	223.49	-1.3%	0.4%	3.4%	28.2%	1.3%	15.8%	44.4%	1.9%	96.8%	49.0%	31.2%	98.0%	-7.7%	Feb '25
Tesla (Cyclical)	318.92	2.6%	7.8%	-3.1%	32.0%	-22.9%	24.3%	62.5%	-21.0%	32.8%	218.8%	-20.3%	46.8%	-33.5%	Dec '24
Procter & Gamble (Defensive)	152.73	0.03%	-3.0%	-5.1%	-7.6%	-3.7%	-6.3%	17.3%	-7.8%	13.5%	38.5%	2.2%	31.5%	-14.0%	Dec '24
PepsiCo (Defensive)	134.33	0.4%	-0.1%	2.2%	-3.1%	-6.5%	-15.5%	-7.6%	-9.9%	-13.9%	16.5%	-13.7%	-13.6%	-26.3%	May '23
Coca-Cola (Defensive)	69.08	-0.4%	-0.6%	-2.0%	-2.9%	12.6%	10.6%	8.9%	12.6%	20.9%	74.2%	29.4%	36.1%	-5.9%	Apr '25
Exxon Mobil (Energy)	112.32	-0.5%	-1.3%	-0.1%	8.8%	2.7%	0.2%	11.3%	6.3%	47.3%	218.3%	100.1%	25.3%	-8.0%	Oct '24
Chevron (Energy)	149.94	-0.5%	-2.0%	2.7%	12.1%	-3.7%	-0.6%	1.3%	5.9%	22.9%	111.3%	44.5%	6.3%	-11.4%	Jan '23
JPMorgan Chase (Financial)	284.60	-0.7%	0.5%	5.8%	24.5%	13.2%	36.2%	44.3%	20.7%	172.4%	225.4%	94.5%	194.3%	-3.9%	Jul '25
Visa (Financial)	348.01	0.3%	-2.7%	-2.1%	5.2%	10.1%	30.2%	22.3%	10.5%	69.5%	86.4%	61.4%	99.4%	-6.8%	Jun '25
Mastercard (Financial)	552.09	0.3%	-2.3%	-2.8%	7.7%	5.8%	25.2%	24.2%	5.3%	69.0%	89.7%	52.2%	98.0%	-6.4%	Jun '25
Bank of America (Financial)	45.26	-1.9%	-3.4%	1.9%	21.9%	-1.8%	5.1%	33.9%	4.2%	52.1%	113.9%	7.3%	63.2%	-7.5%	Jul '25
UnitedHealth (Health)	291.76	0.02%	-3.7%	-5.2%	-49.8%	-42.2%	-45.8%	-2.4%	-41.7%	-42.2%	2.5%	-38.7%	-39.0%	-52.6%	Nov '24
Johnson & Johnson (Health)	164.60	6.1%	5.3%	6.0%	7.9%	13.2%	12.6%	-4.8%	15.7%	1.1%	27.1%	6.4%	10.0%	-2.5%	Apr '22
Eli Lilly (Health)	791.00	2.5%	0.5%	-2.1%	7.9%	4.8%	-15.4%	33.3%	2.8%	144.9%	408.4%	201.1%	149.3%	-17.2%	Aug '24
Union Pacific (Industrials)	230.36	-0.3%	-2.6%	2.5%	7.0%	-0.8%	-3.1%	-5.1%	2.2%	18.1%	45.3%	0.8%	27.9%	-10.2%	Mar '22
Honeywell (Industrials)	233.82	-0.6%	-2.1%	4.3%	21.6%	6.1%	9.3%	10.0%	4.6%	44.2%	69.0%	21.7%	43.4%	-2.7%	Jul '25
Apple (IT)	210.83	0.8%	-0.1%	6.3%	8.7%	-7.4%	-9.8%	30.7%	-15.6%	42.6%	124.7%	18.0%	54.6%	-18.4%	Dec '24
Microsoft (IT)	503.50	-0.5%	0.0%	5.1%	35.7%	19.0%	12.9%	12.9%	19.9%	101.1%	157.7%	54.9%	128.2%	-0.5%	Jul '25
Nvidia (IT)	169.97	-0.4%	4.4%	17.5%	62.7%	27.3%	34.6%	171.2%	26.6%	979.9%	1582.6%	465.3%	1379.7%	-0.4%	Jul '25
Broadcom (IT)	277.35	-1.3%	-0.2%	10.3%	59.2%	21.5%	65.6%	110.5%	20.3%	494.4%	904.1%	349.7%	576.9%	-1.3%	Jul '25
Adobe (IT)	360.40	-1.0%	-3.5%	-10.3%	4.7%	-15.6%	-36.4%	-25.5%	-19.0%	-5.1%	-15.5%	-36.1%	25.9%	-47.6%	Nov '21
Oracle (IT)	235.15	0.08%	-0.1%	11.6%	81.6%	48.2%	66.6%	60.0%	42.3%	246.2%	352.7%	182.0%	282.0%	-0.7%	Jul '25
salesforce.com (IT)	255.70	-0.7%	-5.6%	-2.9%	2.5%	-19.8%	0.5%	27.8%	-23.3%	54.1%	39.0%	1.0%	81.3%	-30.2%	Dec '24
Linde PLC (Materials)	457.88	-0.6%	-2.8%	-1.9%	2.5%	6.6%	4.0%	3.2%	10.1%	72.1%	105.5%	41.8%	74.7%	-5.0%	Oct '24
Sherwin-Williams (Materials)	335.92	-0.9%	-4.4%	0.0%	1.6%	-4.7%	3.8%	9.9%	-0.7%	40.6%	75.9%	2.3%	70.9%	-15.6%	Nov '24
American Tower (Real Estate)	220.18	0.6%	-0.7%	2.4%	1.8%	17.7%	8.2%	-12.2%	22.0%	-5.6%	-1.8%	-14.3%	31.1%	-18.4%	Sep '21
Prologis Inc. (Real Estate)	111.84	3.0%	5.1%	5.7%	12.6%	2.7%	-4.7%	-18.1%	7.8%	1.3%	39.0%	-24.8%	21.2%	-28.7%	Apr '22
NextEra Energy (Utilities)	74.58	-0.2%	1.3%	1.1%	14.5%	6.2%	6.8%	21.5%	5.7%	2.9%	25.7%	-10.6%	10.8%	-12.2%	Dec '21
Duke Energy (Utilities)	117.47	0.3%	0.3%	1.8%	-1.5%	9.7%	14.4%	15.6%	11.0%	23.4%	77.0%	30.6%	52.8%	-4.4%	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	15.43	p	EOD	-0.6%	0.7%	3.7%	4.2%	5.3%	4.7%	4.3%	16.3%	9.6%	3.2%	23.7%	-0.7%	Jun '25
Moderate-60% Stock	60.93		-0.11%	-0.9%	1.8%	10.5%	7.1%	8.6%	10.7%	7.6%	37.5%	43.9%	16.1%	47.3%	-0.9%	Jul '25
Mod Agg-80% Stock	47.80	p	EOD	-0.6%	2.2%	13.6%	8.4%	10.4%	13.1%	9.2%	47.8%	61.4%	21.2%	59.2%	-0.8%	Jul '25
Aggressive-90% Stock	28.89	p	EOD	-0.7%	2.6%	15.4%	8.1%	9.4%	12.6%	9.3%	48.9%	66.0%	19.0%	58.9%	-0.9%	Jul '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	119485.61	1.5%	7.3%	11.9%	42.2%	19.8%	83.5%	121.1%	27.9%	463.9%	1208.4%	157.2%	523.7%	-0.3%	Jul '25
Ethereum	3249.80	3.5%	17.3%	27.9%	105.9%	-1.8%	-5.6%	46.1%	-2.5%	140.3%	1290.9%	-13.6%	151.0%	-32.5%	Nov '21
BNB	701.18	1.6%	4.8%	7.7%	20.3%	-1.0%	21.6%	124.4%	0.0%	180.9%	3990.0%	36.9%	158.8%	-6.5%	Dec '24
Solana	167.13	1.9%	6.3%	10.8%	27.1%	-20.9%	4.1%	86.5%	-11.7%	322.3%	19056.9%	-1.9%	436.3%	-36.2%	Jan '25
Bitcoin ETF	67.85	2.6%	6.7%	9.8%	41.5%	18.8%	82.5%	-	27.9%	-	-	-	-	-0.5%	Jul '25
Grayscale Bitcoin (hi fee)	93.94	2.5%	6.7%	9.7%	41.0%	18.1%	62.4%	113.8%	26.9%	585.7%	909.0%	174.1%	738.0%	-0.5%	Jul '25
Bloomberg Commodities	21.21	0.5%	1.3%	-1.2%	2.7%	1.8%	9.0%	5.5%	7.4%	4.1%	77.0%	18.5%	2.8%	-13.7%	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	5.03	0.2%	3.2%	1.5%	6.0%	3.8%	15.0%	19.1%	5.1%	62.6%	286.6%	149.5%	29.5%	-66.9%	Oct '81
10yr Treasury rate	4.47	-0.5%	2.9%	0.3%	4.4%	-3.0%	7.2%	18.3%	-2.3%	52.5%	629.9%	174.4%	14.5%	-71.8%	Sep '81
5yr Treasury rate	3.99	-1.5%	1.8%	-1.1%	2.0%	-9.3%	-2.5%	14.1%	-8.9%	30.7%	1350.5%	192.2%	-3.0%	-75.5%	Sep '81
13-week T-bill	4.23	-0.09%	-0.4%	-0.5%	0.5%	0.8%	-18.6%	-18.8%	0.5%	88.7%	4004.9%	7877.4%	19.7%	-75.3%	Dec '80
Crude Oil	65.98	-0.8%	-3.5%	-8.1%	5.6%	-16.1%	-18.3%	0.1%	-8.0%	-32.4%	61.9%	-13.3%	-24.4%	-54.6%	Jul '08
Gold	3376.80	1.4%	2.0%	-0.6%	1.5%	23.0%	37.1%	27.5%	28.4%	98.4%	87.7%	87.7%	102.2%	-2.6%	Jun '25
EUR/USD	1.17	0.3%	-0.1%	1.5%	2.8%	13.8%	7.5%	-6.0%	12.6%	16.9%	2.9%	3.0%	20.7%	-26.7%	Apr '08
USD/JPY	146.98	-0.4%	0.6%	1.6%	3.6%	-5.9%	-7.2%	11.0%	-6.4%	5.8%	37.0%	27.7%	0.2%	-9.1%	Jul '24
S&P 500 Volatility Index	17.63	1.4%	10.6%	-7.7%	-46.0%	6.2%	33.7%	39.4%	1.6%	-27.2%	-37.0%	6.2%	-47.5%	-78.7%	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	50.57		0.06%	0.0%	0.6%	1.7%	2.9%	5.9%	6.5%	3.2%	18.3%	17.0%	14.1%	19.2%	-0.1%	Jun '25
Interm Muni- JPMorgan	49.24		-0.1%	-0.6%	-0.1%	1.3%	0.2%	0.5%	1.9%	-0.1%	7.3%	3.7%	-0.1%	10.9%	-1.6%	Feb '25
Interm Bond- Janus MSB	44.35		0.01%	-0.9%	0.4%	0.8%	3.2%	3.4%	1.5%	3.0%	5.8%	-1.5%	-2.4%	13.4%	-3.4%	Aug '21
Interm Bond- Vanguard	76.28		0.2%	-0.6%	0.6%	1.2%	4.1%	4.4%	1.6%	4.1%	8.1%	-4.0%	-2.0%	15.1%	-5.0%	Aug '20
Multisector Bond- Intrepid	8.99	p	EOD	0.0%	1.0%	4.3%	3.1%	8.4%	10.4%	3.7%	29.9%	49.0%	22.9%	29.2%	-0.1%	Jul '25
Int’l Bond- JPMorgan	48.26		-0.12%	-0.5%	0.5%	2.5%	4.5%	6.4%	3.5%	4.6%	21.9%	15.7%	9.9%	23.5%	-0.6%	Jul '25
Long Bond- Vanguard	73.54		-0.5%	-2.0%	-0.2%	1.1%	1.4%	-0.5%	-1.9%	1.1%	2.9%	-17.3%	-16.6%	17.7%	-20.0%	Sep '21
Long CA Muni- PIMCO	9.12	p	EOD	-0.5%	0.0%	0.7%	-0.4%	-0.2%	2.9%	-1.0%	9.0%	4.4%	-1.3%	13.4%	-2.8%	Dec '24
Long Muni- iShares	55.28		-0.2%	-0.7%	0.0%	0.7%	-0.8%	-0.7%	1.6%	-2.0%	4.2%	-1.6%	-3.5%	7.7%	-3.9%	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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