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S&P 500 (Large Cap)

Return

43.7%

[

8.8%

annualized]

Dec 31 2020 - Apr 15 2025

-12.2%

Below
Peak
Feb '25

DJIA (Large Value)

Return

31.9%

[

6.7%

annualized]

Dec 31 2020 - Apr 15 2025

-10.3%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

-4.7%

[

-1.1%

annualized]

Dec 31 2020 - Apr 15 2025

-22.9%

Below
Peak
Nov '21

Performance Range:

As of Apr 15 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)	5396.63	-0.2%	-1.1%	-4.3%	-9.1%	-7.6%	6.8%	23.3%	-8.2%	22.9%	92.8%	12.5%	50.9%	-12.2%	Feb '25
DJIA (Large Value)	40368.96	-0.4%	-0.6%	-2.7%	-6.5%	-6.3%	6.8%	12.9%	-5.1%	17.2%	71.5%	10.3%	38.2%	-10.3%	Dec '24
Russell 2000 (Small Cap)	1882.92	0.11%	-1.6%	-7.9%	-16.9%	-17.7%	-4.3%	10.0%	-15.6%	-6.1%	59.8%	-17.1%	11.6%	-22.9%	Nov '21
NASDAQ Comp (Tech/Growth)	16823.17	-0.05%	-1.8%	-5.2%	-13.0%	-8.4%	6.0%	28.6%	-12.9%	26.0%	97.2%	6.3%	61.5%	-16.6%	Dec '24
Aggregate Bond	97.81	0.2%	-0.1%	-0.2%	1.9%	-0.2%	6.8%	1.3%	1.9%	3.7%	-4.7%	-4.5%	11.6%	-7.2%	Aug '20
Muni ~7yrs	103.42	0.2%	0.1%	-2.0%	-1.7%	-2.8%	0.4%	1.3%	-2.2%	4.0%	2.6%	-3.0%	7.2%	-3.7%	Dec '24
Corp Bond	106.45	0.5%	-0.6%	-1.0%	0.9%	-2.6%	6.4%	0.9%	0.8%	4.2%	-3.0%	-7.8%	16.9%	-10.5%	Sep '21
High Yield Bond	77.33	0.3%	-0.6%	-1.5%	-1.2%	-0.2%	8.4%	8.0%	-0.3%	14.6%	24.6%	6.9%	25.2%	-2.6%	Feb '25
Preferred	29.30	-0.2%	-1.8%	-5.3%	-6.0%	-9.7%	1.8%	7.2%	-5.2%	0.7%	15.4%	-9.2%	11.4%	-9.9%	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	80.83	-0.8%	0.1%	-5.5%	-7.5%	-15.9%	-7.2%	0.1%	-3.5%	-3.4%	84.8%	-3.4%	24.0%	-16.4%	Oct '24
Consumer Discretionary/Cyclical	188.90	-0.7%	-3.4%	-3.7%	-16.2%	-4.6%	10.1%	26.5%	-15.6%	8.8%	79.4%	-7.6%	39.0%	-20.7%	Dec '24
Financial Services	47.27	0.3%	0.1%	-2.2%	-4.8%	0.3%	21.3%	30.6%	-1.8%	35.4%	144.0%	26.8%	63.1%	-9.1%	Feb '25
Real Estate	85.62	0.3%	1.3%	-4.1%	-3.6%	-10.5%	12.6%	4.8%	-2.9%	-10.9%	40.4%	-15.4%	24.2%	-16.0%	Dec '21
Communication Services	92.11	0.3%	-1.7%	-4.3%	-4.3%	1.8%	16.4%	34.7%	-4.6%	42.8%	101.9%	21.7%	98.4%	-12.3%	Feb '25
Energy	79.05	-0.2%	-4.0%	-11.2%	-14.6%	-10.9%	-13.5%	5.6%	-7.0%	10.4%	216.6%	55.5%	7.6%	-17.4%	Nov '24
Industrials	126.35	-0.5%	-0.3%	-3.3%	-7.4%	-8.5%	5.3%	17.3%	-3.8%	32.8%	126.7%	26.9%	55.2%	-11.5%	Nov '24
Technology	200.89	0.4%	-1.5%	-5.9%	-12.7%	-12.1%	0.3%	21.6%	-13.5%	40.5%	137.8%	17.6%	75.8%	-16.9%	Feb '25
Consumer Staples/Defensive	81.03	-0.8%	2.2%	2.5%	6.1%	-0.4%	13.7%	12.2%	3.6%	11.4%	55.1%	14.4%	28.0%	-2.6%	Feb '25
Healthcare	137.69	-0.6%	-0.8%	-4.6%	-2.1%	-9.4%	0.9%	2.5%	0.5%	4.2%	50.9%	4.0%	17.6%	-11.4%	Sep '24
Utilities	77.68	-0.01%	2.3%	-0.8%	-0.6%	-4.1%	27.5%	23.3%	3.4%	12.2%	54.9%	21.2%	36.7%	-4.9%	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	112.72	0.06%	0.0%	-4.0%	-4.9%	-5.2%	8.5%	17.4%	-4.1%	22.5%	86.4%	11.8%	52.0%	-9.2%	Feb '25
MSCI Emerging Markets	42.09	-0.09%	2.2%	-5.6%	0.8%	-6.0%	8.4%	6.5%	0.6%	2.4%	32.3%	-7.9%	29.7%	-20.3%	Feb '21
FTSE Europe	69.49	1.0%	3.1%	-3.7%	7.8%	2.3%	11.4%	1.9%	9.9%	25.1%	86.5%	12.0%	64.1%	-5.1%	Mar '25
MSCI Japan	67.44	0.8%	1.7%	-4.1%	2.4%	-2.3%	1.8%	7.0%	0.5%	22.1%	46.8%	6.4%	44.9%	-6.2%	Sep '24
MSCI India	51.13	0.2%	-0.2%	4.5%	0.2%	-9.7%	0.7%	8.6%	-2.9%	15.5%	120.4%	10.8%	27.3%	-13.0%	Sep '24
MSCI China	50.17	-0.8%	4.4%	-12.6%	10.8%	2.9%	31.8%	17.7%	7.1%	3.8%	-7.3%	-13.6%	32.7%	-43.7%	Feb '21
International Bond	49.04	-0.06%	0.6%	1.4%	1.1%	0.7%	5.4%	3.6%	0.6%	6.0%	0.4%	-0.8%	14.8%	-3.5%	Dec '20
iShares Latin America	22.89	0.04%	0.5%	-3.8%	5.8%	-6.1%	-8.4%	-23.1%	9.5%	-1.6%	72.0%	23.9%	11.3%	-28.4%	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	494.09	-0.3%	-1.0%	-4.2%	-8.9%	-7.1%	8.2%	25.0%	-8.0%	28.5%	107.9%	18.1%	56.5%	-12.0%	Feb '25
US Large Growth	352.21	0%	-1.5%	-4.5%	-12.3%	-7.2%	8.2%	33.1%	-12.2%	37.3%	118.7%	17.0%	71.8%	-15.8%	Dec '24
US Large Value	177.77	-0.3%	-0.5%	-4.1%	-6.1%	-7.2%	6.7%	14.2%	-3.6%	14.4%	87.5%	12.7%	36.8%	-10.2%	Nov '24

US MidCap Blend	246.27	-0.2%	-0.2%	-3.9%	-9.2%	-7.9%	6.0%	15.3%	-6.3%	11.0%	87.5%	2.4%	36.6%	-12.7%	Nov '24
US MidCap Growth	236.04	0.2%	-0.6%	-3.0%	-10.6%	-5.7%	6.3%	16.4%	-6.8%	13.0%	75.7%	-3.8%	42.0%	-14.6%	Feb '25
US MidCap Value	151.40	-0.5%	-0.3%	-4.5%	-8.0%	-9.9%	5.6%	14.0%	-5.8%	8.8%	98.1%	8.6%	31.3%	-13.0%	Nov '24

US Small Blend	207.77	-0.2%	-2.0%	-6.7%	-15.7%	-13.6%	-0.9%	14.2%	-13.2%	4.9%	86.2%	-3.9%	24.6%	-20.0%	Nov '24
US Small Growth	242.55	0.02%	-1.2%	-7.0%	-17.2%	-16.7%	-2.7%	15.0%	-15.6%	1.3%	51.7%	-16.2%	19.0%	-25.9%	Feb '21
US Small Value	139.33	0.3%	-1.7%	-8.5%	-15.9%	-17.7%	-3.7%	7.6%	-14.9%	-6.2%	86.7%	-11.6%	11.4%	-22.5%	Nov '24

Foreign Large Blend	80.54	0.9%	2.5%	-3.8%	5.3%	0.3%	8.9%	3.5%	6.5%	22.0%	71.3%	11.0%	54.4%	-5.1%	Mar '25
Foreign Growth	99.15	0.6%	2.0%	-4.4%	1.0%	-4.2%	2.4%	1.5%	2.4%	11.6%	43.9%	-6.2%	42.1%	-8.4%	Sep '21
Foreign Value	57.77	1.0%	3.2%	-3.2%	8.9%	4.2%	15.5%	5.4%	10.1%	32.2%	97.7%	29.5%	66.2%	-4.9%	Mar '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	23.61	0.13%	-0.6%	-1.2%	-1.6%	0.5%	4.5%	8.3%	-1.2%	19.5%	35.1%	19.5%	25.0%	-1.9%	Feb '25
Ultra Short- Janus AAA CLO	50.26	0.5%	-0.1%	-0.1%	0.1%	1.9%	5.5%	7.4%	0.4%	17.1%	-	17.1%	19.2%	-0.5%	Apr '25
Bank Loan- Invesco	20.60	0.1%	-0.1%	-0.5%	-0.9%	1.0%	6.0%	8.2%	-0.6%	18.8%	29.3%	18.0%	24.0%	-1.2%	Feb '25
Interval CEF- Cliffwater	10.56	0%	0.3%	-2.3%	-1.0%	1.6%	7.9%	12.6%	-0.6%	26.0%	50.7%	28.7%	25.4%	-2.7%	Apr '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	41.72	-0.2%	-1.3%	-4.8%	-10.6%	-10.1%	4.0%	27.9%	-8.8%	40.9%	-	44.5%	59.5%	-13.5%	Jan '25
Int’l Min Volatility- Franklin	30.54	1.4%	0.6%	-5.4%	-0.4%	-0.2%	10.8%	15.9%	0.5%	37.1%	99.4%	41.0%	51.4%	-7.0%	Mar '25
MidCap 30 - Hennessy (hi fee)	20.00	-0.1%	-2.5%	-8.1%	-17.8%	-18.0%	0.7%	34.6%	-16.0%	44.3%	268.7%	52.0%	56.3%	-23.2%	Nov '24
Small Value- Avantis	79.54	-0.10%	-3.0%	-8.3%	-19.3%	-18.7%	-7.8%	9.3%	-17.3%	6.0%	172.3%	4.2%	19.6%	-24.6%	Nov '24
Mid Value- Pacer Cash Cows	50.20	-0.4%	-1.9%	-8.0%	-13.2%	-13.5%	-7.3%	10.6%	-10.8%	6.0%	139.8%	13.2%	22.4%	-17.5%	Nov '24
Growth- S&P Momentum	90.53	0.3%	-1.5%	-3.4%	-7.0%	-3.0%	16.6%	45.8%	-4.5%	57.2%	143.4%	46.6%	80.1%	-12.2%	Feb '25
Invesco S&P Quality	63.80	-0.1%	-0.5%	-3.6%	-5.4%	-5.2%	9.9%	25.4%	-4.5%	37.7%	111.1%	25.5%	65.3%	-10.1%	Feb '25
Rotation Factor- BlackRock	46.93	-0.2%	-1.0%	-4.2%	-8.8%	-6.8%	9.8%	30.3%	-8.1%	44.7%	117.5%	29.4%	75.4%	-12.3%	Feb '25
US Min Volatility- Fidelity	58.39	-0.3%	0.5%	-2.5%	-3.5%	-5.1%	10.0%	16.1%	-3.2%	23.4%	84.9%	17.7%	43.6%	-7.4%	Feb '25
Derivative Income- JPMorgan	54.51	-0.3%	-0.5%	-3.6%	-4.7%	-5.3%	5.4%	12.6%	-3.5%	15.9%	-	15.6%	32.0%	-7.5%	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	14.87	0%	1.7%	-1.8%	-0.5%	2.7%	5.0%	12.1%	0.1%	22.1%	30.6%	21.7%	21.3%	-2.2%	Feb '25
Multistrategy- AQR	12.69	0.7%	0.8%	-2.2%	1.5%	5.0%	5.1%	13.3%	3.1%	34.3%	-	45.5%	30.0%	-3.9%	Apr '25
Long Short- AQR	17.24	0.8%	1.5%	0.2%	5.2%	13.5%	22.3%	30.5%	7.6%	86.3%	175.3%	106.8%	97.2%	-2.5%	Mar '25
Mkt Neutral- BlackRock	14.12	0.5%	-1.3%	1.9%	1.9%	6.9%	14.1%	21.4%	4.6%	50.8%	53.7%	49.5%	50.0%	-1.3%	Apr '25
Multi Strategy- Variant	26.78	0%	0.1%	0.5%	1.5%	3.7%	4.1%	5.1%	1.8%	20.6%	45.5%	23.4%	19.2%	New Peak	Apr '25
Long Short- First Trust	62.78	0.4%	0.1%	-1.9%	-6.0%	-2.3%	6.2%	18.8%	-4.4%	28.1%	68.9%	25.9%	39.2%	-7.7%	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)	156.31	-1.7%	-1.5%	-5.5%	-18.9%	-5.1%	1.7%	36.0%	-17.3%	23.9%	149.8%	8.3%	61.0%	-24.2%	Feb '25
Meta (Communications)	521.52	-1.9%	-11.0%	-14.2%	-14.6%	-9.4%	4.7%	66.0%	-10.8%	149.3%	197.3%	54.8%	311.0%	-29.1%	Feb '25
Amazon (Cyclical)	179.59	-1.4%	-6.0%	-9.3%	-18.6%	-3.9%	-2.0%	44.4%	-18.1%	18.4%	49.1%	5.4%	59.1%	-25.8%	Feb '25
Tesla (Cyclical)	254.11	0.7%	-6.6%	1.7%	-38.6%	14.8%	61.7%	62.5%	-37.1%	-22.6%	411.5%	-36.5%	17.0%	-47.0%	Dec '24
Procter & Gamble (Defensive)	168.47	-0.4%	3.8%	0.3%	5.6%	-1.1%	10.7%	17.3%	1.1%	14.5%	56.9%	12.1%	44.2%	-5.7%	Dec '24
PepsiCo (Defensive)	142.84	-2.7%	-1.9%	-3.9%	-1.7%	-16.7%	-11.9%	-7.6%	-5.2%	-9.2%	21.8%	-9.2%	-9.1%	-22.5%	May '23
Coca-Cola (Defensive)	71.86	-0.8%	2.7%	3.9%	16.3%	3.4%	27.5%	8.9%	16.3%	20.9%	77.9%	33.6%	40.6%	-1.8%	Apr '25
Exxon Mobil (Energy)	103.10	-0.3%	-2.6%	-7.9%	-6.6%	-13.1%	-10.2%	11.3%	-3.3%	30.2%	233.8%	82.0%	13.9%	-16.3%	Oct '24
Chevron (Energy)	134.54	-0.6%	-7.9%	-14.3%	-14.6%	-7.6%	-10.2%	1.3%	-6.1%	-11.9%	109.9%	28.1%	-5.7%	-21.5%	Jan '23
JPMorgan Chase (Financial)	233.13	-0.7%	-0.5%	0.9%	-7.7%	5.4%	31.9%	44.3%	-1.6%	100.6%	206.8%	58.6%	139.9%	-16.2%	Feb '25
Visa (Financial)	335.81	0.2%	1.0%	1.2%	6.0%	17.2%	24.7%	22.3%	6.4%	61.5%	114.2%	55.5%	92.1%	-7.4%	Feb '25
Mastercard (Financial)	517.38	1.0%	0.4%	-1.8%	-0.9%	1.0%	13.2%	24.2%	-1.4%	47.2%	115.7%	42.4%	85.3%	-10.1%	Feb '25
Bank of America (Financial)	37.99	3.6%	2.3%	-7.1%	-18.0%	-10.2%	12.3%	33.9%	-13.0%	9.6%	100.8%	-10.4%	36.2%	-19.9%	Feb '25
UnitedHealth (Health)	583.59	-0.6%	0.9%	19.4%	14.8%	3.0%	26.5%	-2.4%	15.9%	14.1%	110.5%	21.8%	21.2%	-5.9%	Nov '24
Johnson & Johnson (Health)	153.62	-0.5%	1.8%	-5.6%	4.8%	-5.0%	9.8%	-4.8%	7.1%	-6.7%	18.1%	-1.5%	1.8%	-9.8%	Apr '22
Eli Lilly (Health)	757.18	0.4%	0.5%	-6.9%	0.1%	-17.1%	2.1%	33.3%	-1.8%	157.8%	420.3%	187.6%	138.2%	-20.9%	Aug '24
Union Pacific (Industrials)	220.08	-1.0%	-1.5%	-7.3%	-5.8%	-10.3%	-2.7%	-5.1%	-3.0%	-4.1%	70.5%	-4.3%	21.4%	-14.7%	Mar '22
Honeywell (Industrials)	198.81	-0.7%	-0.1%	-5.1%	-10.2%	-8.3%	6.5%	10.0%	-11.5%	8.5%	66.6%	3.0%	21.3%	-15.3%	Dec '24
Apple (IT)	202.14	-0.2%	1.7%	-5.3%	-11.3%	-12.6%	19.9%	30.7%	-19.2%	24.3%	190.5%	13.0%	48.1%	-21.9%	Dec '24
Microsoft (IT)	385.73	-0.5%	-1.2%	-0.7%	-9.0%	-6.9%	-6.2%	12.9%	-8.3%	41.4%	127.6%	18.5%	74.5%	-17.0%	Jul '24
Nvidia (IT)	112.20	1.3%	-1.9%	-7.8%	-16.0%	-17.3%	28.4%	171.2%	-16.4%	428.6%	1428.5%	273.2%	876.7%	-24.9%	Jan '25
Broadcom (IT)	178.95	0.3%	-3.3%	-8.2%	-21.8%	1.8%	36.3%	110.5%	-22.6%	232.4%	687.1%	189.5%	335.7%	-28.0%	Dec '24
Adobe (IT)	350.38	-0.2%	-3.9%	-11.2%	-17.9%	-30.3%	-26.4%	-25.5%	-21.2%	-16.7%	2.2%	-37.9%	22.4%	-49.1%	Nov '21
Oracle (IT)	133.94	-0.5%	-3.8%	-9.9%	-15.7%	-22.9%	12.3%	60.0%	-19.1%	76.0%	168.6%	60.3%	117.1%	-30.0%	Nov '24
salesforce.com (IT)	254.93	0.1%	-3.7%	-8.6%	-20.2%	-12.1%	-7.6%	27.8%	-23.6%	35.6%	63.5%	0.5%	80.4%	-30.5%	Dec '24
Linde PLC (Materials)	450.97	1.1%	1.1%	-1.0%	4.6%	-6.2%	2.4%	3.2%	8.1%	47.4%	164.4%	39.2%	71.6%	-6.7%	Oct '24
Sherwin-Williams (Materials)	336.88	-1.2%	0.2%	-1.4%	-4.7%	-13.1%	10.2%	9.9%	-0.7%	36.9%	117.8%	2.4%	71.1%	-15.5%	Nov '24
American Tower (Real Estate)	218.01	0.10%	5.9%	4.2%	15.6%	-2.5%	30.8%	-12.2%	19.8%	-6.1%	-0.9%	-15.8%	28.8%	-19.8%	Sep '21
Prologis Inc. (Real Estate)	98.48	0.2%	0.3%	-11.2%	-10.4%	-21.1%	-11.2%	-18.1%	-6.0%	-33.8%	27.4%	-34.4%	5.7%	-37.8%	Apr '22
NextEra Energy (Utilities)	67.66	-0.04%	0.1%	-8.0%	-4.4%	-18.6%	12.8%	21.5%	-4.8%	-11.5%	28.6%	-19.6%	-0.3%	-21.0%	Dec '21
Duke Energy (Utilities)	120.49	-0.09%	3.6%	0.3%	11.5%	2.5%	34.8%	15.6%	12.9%	18.4%	68.5%	32.7%	55.3%	-2.9%	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	15.00	0.2%	0.5%	-0.5%	0.5%	-0.9%	6.8%	4.7%	0.6%	7.8%	11.1%	-0.5%	19.3%	-1.7%	Feb '25
Moderate-60% Stock	56.18	0.4%	0.5%	-2.3%	-2.0%	-3.2%	7.6%	10.7%	-1.6%	15.5%	46.1%	6.2%	34.8%	-5.0%	Feb '25
Mod Agg-80% Stock	42.93	0.1%	0.6%	-3.2%	-3.5%	-4.3%	7.6%	13.1%	-2.8%	17.6%	64.6%	7.8%	41.7%	-7.0%	Feb '25
Aggressive-90% Stock	25.35	0.3%	0.5%	-4.0%	-5.2%	-5.9%	5.1%	12.6%	-4.1%	14.5%	70.5%	4.4%	39.4%	-8.8%	Feb '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	83502.08	-1.2%	1.1%	1.1%	-16.3%	23.5%	30.9%	121.1%	-10.6%	106.6%	1073.3%	79.7%	335.9%	-21.3%	Jan '25
Ethereum	1582.68	-2.5%	-5.1%	-16.1%	-52.2%	-39.4%	-48.7%	46.1%	-52.5%	-48.3%	819.3%	-57.9%	22.2%	-67.1%	Nov '21
BNB	581.74	-0.4%	-0.1%	-3.4%	-17.9%	-3.2%	8.2%	124.4%	-17.0%	39.3%	3604.7%	13.6%	114.7%	-22.5%	Dec '24
Solana	125.55	-2.9%	5.5%	-0.3%	-40.6%	-18.6%	-7.9%	86.5%	-33.7%	22.8%	18074.5%	-26.3%	302.9%	-52.1%	Jan '25
Bitcoin ETF	47.74	-1.1%	1.9%	-0.8%	-16.4%	23.7%	33.5%	-	-10.0%	-	-	-	-	-21.4%	Dec '24
Grayscale Bitcoin (hi fee)	66.38	-1.1%	2.1%	-0.9%	-16.6%	23.2%	18.8%	113.8%	-10.3%	132.9%	766.6%	93.7%	492.1%	-21.6%	Dec '24
Bloomberg Commodities	20.41	-0.1%	0.5%	-3.2%	-2.1%	5.0%	2.9%	5.5%	3.3%	-14.3%	80.9%	14.1%	-1.1%	-16.9%	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	4.78	-0.5%	-0.4%	3.5%	-1.4%	11.1%	0.4%	19.1%	-0.2%	63.6%	294.7%	136.9%	23.0%	-68.6%	Oct '81
10yr Treasury rate	4.32	-0.9%	-1.8%	0.3%	-6.1%	7.6%	-7.2%	18.3%	-5.5%	52.9%	609.9%	165.5%	10.8%	-72.7%	Sep '81
5yr Treasury rate	3.96	-0.9%	-3.4%	-2.9%	-9.8%	3.1%	-15.4%	14.1%	-9.5%	42.2%	1062.2%	190.3%	-3.6%	-75.6%	Sep '81
13-week T-bill	4.20	0.12%	-0.7%	0.3%	0.1%	-6.7%	-19.7%	-18.8%	-0.2%	461.5%	3718.2%	7824.5%	18.9%	-75.5%	Dec '80
Crude Oil	61.22	-0.2%	-1.8%	-9.4%	-22.2%	-13.0%	-28.3%	0.1%	-14.6%	-42.8%	208.1%	-19.5%	-29.8%	-57.9%	Jul '08
Gold	3290.80	2.2%	7.7%	9.8%	19.8%	23.1%	37.6%	27.5%	25.2%	67.0%	91.3%	82.9%	97.0%	New Peak	Apr '25
EUR/USD	1.13	0.4%	3.6%	4.3%	10.2%	4.5%	6.9%	-6.0%	9.1%	4.9%	4.5%	-0.2%	16.9%	-29.0%	Apr '08
USD/JPY	142.57	-0.4%	-3.3%	-4.0%	-8.8%	-4.7%	-7.8%	11.0%	-9.2%	13.0%	32.1%	23.8%	-2.8%	-11.8%	Jul '24
S&P 500 Volatility Index	30.12	-2.5%	-10.4%	38.4%	81.4%	53.8%	63.7%	39.4%	73.6%	32.7%	-24.9%	81.4%	-10.3%	-63.6%	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	50.34	0%	-0.1%	0.2%	1.3%	2.0%	7.0%	6.5%	1.5%	15.4%	19.0%	12.2%	17.2%	-0.4%	Apr '25
Interm Muni- JPMorgan	49.01	0.3%	-0.1%	-1.9%	-1.1%	-2.1%	1.2%	1.9%	-1.5%	6.3%	5.6%	-1.5%	9.4%	-2.9%	Feb '25
Interm Bond- Janus MSB	44.49	0.2%	-0.1%	-0.5%	2.2%	-0.3%	7.9%	1.5%	2.0%	4.2%	-0.2%	-3.4%	12.4%	-4.3%	Aug '21
Interm Bond- Vanguard	75.81	0.3%	-0.1%	0.2%	2.4%	0.1%	7.7%	1.6%	2.4%	5.2%	-2.6%	-3.6%	13.2%	-6.6%	Aug '20
Multisector Bond- Intrepid	8.78	0.11%	0.1%	-2.0%	-1.2%	0.7%	7.7%	10.4%	-0.7%	17.8%	47.7%	17.8%	23.8%	-2.7%	Feb '25
Int’l Bond- JPMorgan	47.59	0.4%	0.6%	0.1%	1.8%	1.1%	7.0%	3.5%	1.9%	12.0%	19.0%	7.2%	20.4%	-0.6%	Feb '25
Long Bond- Vanguard	73.45	0.7%	-1.2%	-2.3%	-0.1%	-5.8%	4.8%	-1.9%	-0.5%	-2.5%	-12.5%	-17.9%	15.9%	-21.2%	Sep '21
Long CA Muni- PIMCO	9.12	0.2%	1.6%	-2.2%	-1.3%	-2.7%	1.4%	2.9%	-2.0%	6.4%	7.3%	-2.3%	12.2%	-3.8%	Dec '24
Long Muni- iShares	55.21	0.1%	0.3%	-2.1%	-1.7%	-3.1%	0.0%	1.6%	-2.9%	4.5%	0.1%	-4.4%	6.7%	-4.7%	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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