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S&P 500 (Large Cap)

Return

57.4%

[

10.8%

annualized]

Dec 31 2020 - May 30 2025

-3.8%

Below
Peak
Feb '25

DJIA (Large Value)

Return

38.1%

[

7.6%

annualized]

Dec 31 2020 - May 30 2025

-6.1%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

4.6%

[

1.0%

annualized]

Dec 31 2020 - May 30 2025

-15.4%

Below
Peak
Nov '21

Performance Range:

As of May 30 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)	5911.69	-0.01%	1.9%	6.2%	-0.7%	-2.0%	12.0%	23.3%	0.5%	43.1%	94.2%	23.2%	65.3%	-3.8%	Feb '25
DJIA (Large Value)	42270.07	0.13%	1.6%	3.9%	-3.6%	-5.9%	9.3%	12.9%	-0.6%	28.1%	66.5%	15.5%	44.7%	-6.1%	Dec '24
Russell 2000 (Small Cap)	2066.29	-0.4%	1.3%	5.2%	-4.5%	-15.1%	-0.2%	10.0%	-7.3%	10.9%	48.2%	-9.1%	22.4%	-15.4%	Nov '21
NASDAQ Comp (Tech/Growth)	19113.77	-0.3%	2.0%	9.6%	1.4%	-0.5%	14.2%	28.6%	-1.0%	58.2%	101.4%	20.7%	83.5%	-5.3%	Dec '24
Aggregate Bond	98.10	0.2%	0.9%	-0.6%	-0.2%	0.8%	5.2%	1.0%	2.6%	4.3%	-4.8%	-4.2%	11.9%	-6.9%	Aug '20
Muni ~7yrs	103.85	-0.1%	0.1%	-0.6%	-2.8%	-2.8%	1.3%	1.3%	-1.5%	4.3%	1.6%	-2.4%	7.9%	-3.1%	Dec '24
Corp Bond	107.77	0.3%	1.4%	0.2%	-0.5%	-0.3%	5.4%	0.9%	2.4%	6.5%	-3.1%	-6.2%	18.9%	-9.0%	Sep '21
High Yield Bond	79.57	0.09%	0.8%	1.8%	0.8%	2.3%	8.9%	7.4%	3.1%	18.6%	24.9%	10.1%	28.8%	New Peak	May '25
Preferred	30.23	0.10%	0.5%	0.7%	-3.5%	-5.2%	1.4%	7.2%	-1.7%	4.7%	13.4%	-5.8%	15.6%	-6.5%	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	86.34	0.01%	0.7%	2.9%	-2.3%	-8.0%	-3.8%	0.1%	3.1%	6.9%	72.0%	3.2%	32.4%	-10.7%	Oct '24
Consumer Discretionary/Cyclical	213.80	-0.5%	1.5%	8.4%	-0.7%	-3.4%	22.6%	26.5%	-4.4%	42.1%	79.3%	4.6%	57.3%	-10.3%	Dec '24
Financial Services	50.96	0.2%	1.8%	4.5%	-2.0%	0.0%	24.3%	30.6%	5.8%	51.8%	139.0%	36.7%	75.9%	-2.0%	Feb '25
Real Estate	89.32	0%	2.6%	1.1%	-3.9%	-7.2%	11.7%	4.8%	1.3%	2.0%	39.6%	-11.7%	29.5%	-12.4%	Dec '21
Communication Services	101.40	0.4%	1.2%	6.2%	-0.3%	3.6%	23.2%	34.7%	5.1%	73.7%	96.5%	34.0%	118.4%	-3.4%	Feb '25
Energy	81.53	-0.9%	-0.6%	1.3%	-9.7%	-13.3%	-9.6%	5.6%	-4.1%	4.2%	158.5%	60.4%	11.0%	-14.8%	Nov '24
Industrials	142.82	0.06%	1.4%	8.8%	5.1%	0.0%	17.4%	17.3%	8.7%	58.4%	128.3%	43.5%	75.4%	-1.0%	May '25
Technology	230.91	-0.3%	1.8%	10.0%	2.6%	-0.9%	10.6%	21.6%	-0.5%	68.6%	145.8%	35.2%	102.1%	-4.5%	Feb '25
Consumer Staples/Defensive	82.83	0.9%	1.5%	1.2%	0.2%	0.8%	9.9%	12.2%	5.9%	20.5%	59.5%	16.9%	30.8%	-0.4%	Feb '25
Healthcare	132.64	0.2%	1.8%	-5.6%	-10.6%	-9.3%	-6.2%	2.5%	-3.2%	5.3%	39.3%	0.2%	13.3%	-14.6%	Sep '24
Utilities	81.92	1.0%	1.1%	3.8%	4.1%	0.3%	16.1%	23.3%	9.0%	21.1%	60.5%	27.8%	44.1%	-1.0%	May '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	123.65	-0.2%	1.1%	5.7%	2.3%	2.4%	13.2%	17.4%	5.2%	41.6%	86.8%	22.7%	66.8%	-0.6%	May '25
MSCI Emerging Markets	45.52	-1.2%	-1.5%	4.0%	5.3%	7.0%	11.5%	6.5%	8.8%	14.9%	34.5%	-0.4%	40.3%	-13.8%	Feb '21
FTSE Europe	76.76	0.08%	0.8%	5.3%	9.8%	18.1%	13.6%	1.9%	21.4%	42.2%	85.0%	23.7%	81.3%	-0.4%	May '25
MSCI Japan	74.12	0.12%	1.5%	3.8%	8.3%	8.0%	10.0%	7.0%	10.5%	36.0%	46.0%	16.9%	59.2%	-1.1%	May '25
MSCI India	54.31	-0.5%	-0.5%	1.4%	12.9%	-0.1%	3.2%	8.6%	3.2%	32.3%	113.0%	17.7%	35.2%	-7.6%	Sep '24
MSCI China	52.82	-1.9%	-3.6%	2.2%	-1.4%	13.8%	23.4%	17.7%	12.7%	10.2%	-4.5%	-9.1%	39.7%	-40.7%	Feb '21
International Bond	49.45	0.1%	0.7%	0.0%	0.5%	0.9%	6.5%	3.6%	1.7%	8.9%	0.3%	0.2%	16.0%	-2.5%	Dec '20
iShares Latin America	25.28	-1.7%	-1.7%	1.5%	12.9%	13.6%	-0.2%	-23.1%	20.9%	12.1%	71.7%	36.8%	22.9%	-20.9%	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	541.76	-0.10%	1.8%	6.3%	-0.5%	-1.5%	13.3%	25.0%	0.9%	49.4%	109.0%	29.5%	71.6%	-3.6%	Feb '25
US Large Growth	399.43	-0.09%	2.3%	8.9%	1.3%	0.5%	17.2%	33.1%	-0.4%	71.2%	124.0%	32.7%	94.8%	-4.5%	Dec '24
US Large Value	188.62	0.06%	1.3%	3.5%	-2.5%	-4.7%	8.5%	14.2%	2.3%	25.8%	82.6%	19.6%	45.1%	-4.7%	Nov '24

US MidCap Blend	270.16	0.2%	1.4%	5.5%	0.3%	-4.3%	12.2%	15.3%	2.7%	30.2%	80.8%	12.3%	49.8%	-4.3%	Nov '24
US MidCap Growth	268.26	0.3%	1.5%	7.8%	3.4%	-0.6%	18.0%	16.4%	5.9%	43.6%	72.2%	9.3%	61.4%	-3.0%	Feb '25
US MidCap Value	161.41	0.2%	1.2%	3.7%	-2.1%	-7.2%	7.4%	14.0%	0.4%	19.1%	89.8%	15.7%	40.0%	-7.2%	Nov '24

US Small Blend	228.19	-0.4%	1.1%	5.6%	-3.6%	-11.7%	4.2%	14.2%	-4.6%	22.8%	72.5%	5.5%	36.9%	-12.1%	Nov '24
US Small Growth	269.62	-0.4%	1.1%	6.3%	-2.5%	-14.1%	3.1%	15.0%	-6.2%	25.3%	39.6%	-6.8%	32.2%	-17.6%	Feb '21
US Small Value	150.83	-0.6%	1.3%	4.2%	-6.1%	-15.7%	-1.5%	7.6%	-7.8%	5.7%	74.2%	-4.3%	20.6%	-16.1%	Nov '24

Foreign Large Blend	88.81	0.1%	0.9%	4.8%	8.9%	14.0%	12.8%	3.5%	17.5%	38.4%	72.0%	22.4%	70.2%	-0.6%	May '25
Foreign Growth	109.79	0.2%	1.2%	5.2%	6.7%	9.3%	7.4%	1.5%	13.4%	29.6%	45.5%	3.8%	57.3%	-0.7%	May '25
Foreign Value	63.64	0.11%	0.4%	4.4%	11.1%	18.2%	18.3%	5.4%	21.3%	46.8%	97.8%	42.7%	83.1%	-0.5%	May '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	24.22	0.10%	0.3%	1.7%	1.3%	2.4%	6.4%	8.3%	2.0%	28.0%	36.7%	23.4%	29.0%	New Peak	May '25
Ultra Short- Janus AAA CLO	50.75	0.1%	0.2%	0.9%	1.1%	2.5%	5.8%	7.4%	1.9%	20.8%	-	18.8%	21.0%	New Peak	May '25
Bank Loan- Invesco	20.86	0.1%	0.4%	1.5%	1.4%	2.4%	7.0%	8.2%	2.1%	25.4%	31.7%	21.2%	27.3%	New Peak	May '25
Interval CEF- Cliffwater	10.74	0%	0.2%	1.1%	2.0%	4.6%	10.6%	12.6%	3.7%	31.1%	57.0%	34.3%	30.8%	New Peak	May '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	46.27	0.02%	1.9%	7.4%	0.4%	-2.2%	10.2%	27.9%	1.1%	59.4%	-	60.2%	76.9%	-4.1%	Jan '25
Int’l Min Volatility- Franklin	33.15	0.2%	0.9%	3.5%	3.7%	8.5%	14.3%	15.9%	9.0%	47.1%	103.5%	53.1%	64.3%	-0.3%	May '25
MidCap 30 - Hennessy (hi fee)	22.40	-0.3%	1.3%	8.6%	-2.1%	-14.0%	1.9%	34.6%	-5.9%	64.6%	222.5%	70.3%	75.0%	-14.0%	Nov '24
Small Value- Avantis	88.13	-0.6%	1.2%	6.7%	-4.7%	-15.8%	-3.7%	9.3%	-8.4%	18.5%	143.0%	15.4%	32.5%	-16.5%	Nov '24
Mid Value- Pacer Cash Cows	53.59	-0.3%	0.6%	3.4%	-6.0%	-11.2%	-2.9%	10.6%	-4.7%	13.1%	123.0%	20.8%	30.7%	-11.9%	Nov '24
Growth- S&P Momentum	105.35	0.11%	2.4%	11.4%	5.8%	9.2%	30.1%	45.8%	11.1%	93.3%	160.5%	70.5%	109.6%	New Peak	May '25
Invesco S&P Quality	70.30	0.3%	1.9%	6.3%	0.3%	2.4%	15.7%	25.4%	5.2%	56.2%	112.7%	38.2%	82.2%	-1.0%	Feb '25
Rotation Factor- BlackRock	51.95	-0.08%	1.8%	6.9%	0.0%	-0.9%	16.5%	30.3%	1.7%	68.7%	119.7%	43.3%	94.1%	-3.0%	Feb '25
US Min Volatility- Fidelity	61.09	0.2%	1.5%	2.6%	-2.1%	-2.3%	11.1%	16.1%	1.2%	35.6%	79.3%	23.2%	50.3%	-3.1%	Feb '25
Derivative Income- JPMorgan	56.09	0.2%	1.0%	1.8%	-3.5%	-4.0%	6.7%	12.6%	0.2%	26.0%	68.0%	20.0%	37.0%	-4.0%	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	15.26	0.3%	-0.2%	2.4%	1.3%	2.4%	7.0%	12.1%	2.8%	25.6%	30.4%	24.9%	24.5%	-0.2%	May '25
Multistrategy- AQR	13.16	0%	0.2%	1.5%	0.9%	8.2%	7.1%	13.3%	6.9%	32.5%	-	50.9%	34.9%	-0.3%	Apr '25
Long Short- AQR	18.45	0.2%	0.9%	4.1%	6.4%	16.5%	24.0%	30.5%	15.2%	81.2%	205.7%	121.3%	111.0%	New Peak	May '25
Mkt Neutral- BlackRock	14.70	-0.1%	0.3%	1.8%	6.8%	10.4%	17.2%	21.4%	8.9%	57.9%	55.9%	55.6%	56.2%	-0.3%	May '25
Multi Strategy- Variant	26.94	0.04%	0.0%	0.3%	1.4%	3.2%	7.7%	5.1%	2.5%	20.0%	45.0%	24.1%	19.9%	New Peak	May '25
Long Short- First Trust	65.53	0.2%	0.9%	3.1%	-1.1%	-0.4%	8.5%	18.8%	-0.2%	34.1%	66.9%	31.4%	45.3%	-3.6%	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)	171.74	-0.07%	1.9%	8.1%	1.0%	1.9%	0.0%	36.0%	-9.2%	51.7%	140.8%	19.0%	76.9%	-16.7%	Feb '25
Meta (Communications)	647.49	0.4%	3.3%	17.9%	-3.0%	12.9%	39.2%	66.0%	10.7%	236.0%	189.0%	92.2%	410.2%	-12.0%	Feb '25
Amazon (Cyclical)	205.01	-0.3%	2.0%	11.2%	-3.4%	-1.4%	16.2%	44.4%	-6.6%	70.5%	67.9%	20.3%	81.6%	-15.3%	Feb '25
Tesla (Cyclical)	346.46	-3.3%	2.1%	22.8%	18.3%	0.4%	94.6%	62.5%	-14.2%	37.1%	522.4%	-13.4%	59.5%	-27.8%	Dec '24
Procter & Gamble (Defensive)	169.89	0.8%	2.4%	4.5%	-1.7%	-4.1%	5.8%	17.3%	2.6%	23.9%	65.8%	13.7%	46.3%	-4.3%	Dec '24
PepsiCo (Defensive)	131.45	-0.4%	1.6%	-3.0%	-13.6%	-18.2%	-21.4%	-7.6%	-12.8%	-14.4%	15.6%	-16.4%	-16.4%	-28.7%	May '23
Coca-Cola (Defensive)	72.10	0.9%	0.5%	-0.6%	2.0%	13.3%	18.0%	8.9%	16.7%	24.5%	80.1%	34.1%	41.0%	-2.4%	Apr '25
Exxon Mobil (Energy)	102.30	-0.4%	-0.7%	-2.3%	-7.3%	-11.7%	-9.7%	11.3%	-3.2%	18.1%	182.4%	82.3%	14.1%	-16.2%	Oct '24
Chevron (Energy)	136.70	-0.9%	0.1%	1.7%	-12.8%	-13.6%	-11.9%	1.3%	-3.4%	-11.7%	85.6%	31.7%	-3.0%	-19.2%	Jan '23
JPMorgan Chase (Financial)	264.00	-0.1%	1.3%	7.9%	0.4%	6.9%	33.3%	44.3%	11.4%	116.7%	211.8%	79.6%	171.7%	-5.1%	Feb '25
Visa (Financial)	365.19	0.8%	3.3%	5.9%	0.9%	16.3%	35.0%	22.3%	15.9%	76.1%	93.8%	69.3%	109.3%	-0.7%	May '25
Mastercard (Financial)	585.60	1.4%	3.9%	6.8%	1.8%	10.2%	31.8%	24.2%	11.6%	66.6%	100.2%	61.2%	109.8%	-0.1%	May '25
Bank of America (Financial)	44.13	-0.2%	2.2%	10.7%	-3.7%	-6.0%	13.1%	33.9%	1.0%	28.5%	107.2%	4.0%	58.2%	-7.0%	Feb '25
UnitedHealth (Health)	301.91	1.3%	2.1%	-26.6%	-36.2%	-50.1%	-38.1%	-2.4%	-40.1%	-36.5%	6.6%	-37.0%	-37.3%	-51.3%	Nov '24
Johnson & Johnson (Health)	155.21	1.1%	2.4%	0.1%	-5.1%	1.8%	9.3%	-4.8%	9.1%	-5.3%	20.3%	0.3%	3.8%	-8.0%	Apr '22
Eli Lilly (Health)	737.67	2.1%	3.4%	-17.8%	-19.7%	-6.9%	-9.5%	33.3%	-4.1%	141.6%	411.5%	180.8%	132.5%	-22.7%	Aug '24
Union Pacific (Industrials)	221.66	0.2%	0.4%	3.4%	-9.6%	-7.8%	-2.6%	-5.1%	-1.7%	8.2%	45.6%	-3.0%	23.1%	-13.6%	Mar '22
Honeywell (Industrials)	226.67	0.7%	2.1%	8.2%	7.0%	-1.7%	14.5%	10.0%	1.4%	24.7%	72.0%	18.0%	39.1%	-2.9%	Dec '24
Apple (IT)	200.85	0.5%	2.9%	-5.4%	-16.8%	-15.2%	5.0%	30.7%	-19.6%	37.1%	159.9%	12.4%	47.3%	-22.3%	Dec '24
Microsoft (IT)	460.36	0.4%	2.3%	16.7%	16.2%	9.1%	11.7%	12.9%	9.6%	73.6%	162.2%	41.6%	108.7%	-0.8%	Jul '24
Nvidia (IT)	135.13	-2.9%	2.9%	24.1%	8.2%	-2.2%	23.3%	171.2%	0.6%	624.9%	1428.1%	349.4%	1076.3%	-9.6%	Jan '25
Broadcom (IT)	242.07	0.04%	5.8%	25.8%	21.7%	50.2%	84.4%	110.5%	4.7%	344.8%	844.2%	291.6%	489.4%	-2.6%	Dec '24
Adobe (IT)	415.09	0.4%	1.8%	10.7%	-5.4%	-19.5%	-6.7%	-25.5%	-6.7%	-0.3%	7.4%	-26.5%	45.1%	-39.7%	Nov '21
Oracle (IT)	165.53	1.6%	6.1%	17.6%	0.0%	-9.9%	42.8%	60.0%	-0.1%	140.2%	231.5%	98.1%	168.3%	-13.5%	Nov '24
salesforce.com (IT)	265.37	-0.6%	-2.8%	-1.2%	-10.8%	-19.4%	13.9%	27.8%	-20.5%	66.8%	52.9%	4.6%	87.8%	-27.7%	Dec '24
Linde PLC (Materials)	467.58	0.8%	1.9%	3.2%	0.4%	2.1%	8.7%	3.2%	12.1%	50.0%	148.1%	44.4%	77.9%	-3.3%	Oct '24
Sherwin-Williams (Materials)	358.81	0.9%	1.8%	1.9%	-0.5%	-9.3%	19.1%	9.9%	6.0%	37.6%	89.4%	9.3%	82.6%	-9.8%	Nov '24
American Tower (Real Estate)	214.65	0.4%	1.3%	-4.8%	5.3%	4.5%	13.3%	-12.2%	18.0%	-7.8%	-4.8%	-17.1%	26.8%	-21.0%	Sep '21
Prologis Inc. (Real Estate)	108.60	-0.6%	4.4%	6.3%	-11.6%	-5.4%	1.6%	-18.1%	3.7%	-6.9%	35.4%	-27.6%	16.6%	-31.4%	Apr '22
NextEra Energy (Utilities)	70.64	2.4%	4.3%	5.6%	0.7%	-9.5%	-9.2%	21.5%	-0.7%	0.6%	24.7%	-16.0%	4.1%	-17.6%	Dec '21
Duke Energy (Utilities)	117.72	2.0%	1.1%	-2.6%	1.1%	2.4%	18.0%	15.6%	11.3%	18.1%	67.9%	30.8%	53.1%	-4.2%	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	15.37	0.1%	0.9%	0.8%	0.8%	1.3%	7.3%	4.7%	3.0%	12.3%	11.1%	2.0%	22.2%	New Peak	May '25
Moderate-60% Stock	59.57	0.03%	1.2%	3.4%	1.7%	2.2%	10.0%	10.7%	4.4%	26.4%	46.5%	12.6%	42.9%	-0.1%	May '25
Mod Agg-80% Stock	46.41	0%	1.2%	4.4%	2.4%	2.3%	11.7%	13.1%	5.1%	32.9%	64.4%	16.6%	53.1%	-0.2%	May '25
Aggressive-90% Stock	27.60	-0.11%	1.0%	5.2%	2.0%	1.1%	10.1%	12.6%	4.4%	32.1%	68.6%	13.7%	51.8%	-0.8%	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	104860.15	0.8%	-2.7%	11.3%	24.3%	8.7%	55.4%	121.1%	12.2%	229.8%	1008.3%	125.7%	447.4%	-6.1%	May '25
Ethereum	2542.85	0.5%	0.5%	41.8%	13.6%	-31.4%	-32.4%	46.1%	-23.7%	30.9%	1000.9%	-32.4%	96.4%	-47.2%	Nov '21
BNB	660.24	0.7%	-1.2%	10.1%	12.4%	0.9%	11.2%	124.4%	-5.8%	106.0%	3774.6%	28.9%	143.7%	-12.0%	Dec '24
Solana	157.83	1.0%	-10.3%	6.9%	6.6%	-33.6%	-4.7%	86.5%	-16.6%	244.9%	27589.0%	-7.3%	406.4%	-39.7%	Jan '25
Bitcoin ETF	59.46	-0.9%	-3.8%	11.1%	24.1%	7.7%	54.2%	-	12.1%	-	-	-	-	-6.0%	May '25
Grayscale Bitcoin (hi fee)	82.47	-0.9%	-3.8%	11.0%	23.8%	7.0%	37.2%	113.8%	11.4%	301.5%	657.3%	140.6%	635.7%	-6.0%	May '25
Bloomberg Commodities	20.30	-0.7%	-2.5%	-0.2%	-1.8%	4.0%	1.4%	5.5%	2.8%	-14.0%	76.9%	13.5%	-1.6%	-17.4%	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	4.93	0.12%	-2.0%	5.3%	9.1%	12.9%	6.0%	19.1%	3.0%	61.2%	250.3%	144.5%	26.9%	-67.6%	Oct '81
10yr Treasury rate	4.42	-0.2%	-2.1%	5.7%	4.4%	5.7%	-2.2%	18.3%	-3.4%	55.3%	581.5%	171.3%	13.2%	-72.1%	Sep '81
5yr Treasury rate	3.98	-0.5%	-2.4%	6.1%	-1.2%	-1.9%	-12.1%	14.1%	-9.2%	41.6%	1208.9%	191.5%	-3.2%	-75.5%	Sep '81
13-week T-bill	4.23	0.05%	0.0%	1.0%	0.9%	-3.2%	-19.3%	-18.8%	0.6%	310.9%	3206.2%	7884.9%	19.8%	-75.3%	Dec '80
Crude Oil	60.79	-0.2%	-1.2%	4.4%	-12.9%	-10.6%	-21.0%	0.1%	-15.2%	-47.0%	71.3%	-20.1%	-30.3%	-58.2%	Jul '08
Gold	3288.90	-0.9%	-2.2%	-0.5%	15.9%	23.8%	41.6%	27.5%	25.1%	78.5%	89.4%	82.8%	96.9%	-3.6%	May '25
EUR/USD	1.14	-0.2%	-0.2%	0.2%	9.2%	7.5%	4.8%	-6.0%	9.1%	5.7%	2.1%	-0.2%	16.9%	-29.0%	Apr '08
USD/JPY	144.02	0.2%	1.0%	0.7%	-4.0%	-3.8%	-8.2%	11.0%	-8.3%	11.9%	33.7%	25.1%	-1.9%	-10.9%	Jul '24
S&P 500 Volatility Index	18.57	-3.2%	-16.7%	-24.8%	-5.4%	37.5%	43.7%	39.4%	7.0%	-29.1%	-32.5%	11.9%	-44.7%	-77.5%	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	50.77	0.4%	0.6%	0.7%	1.4%	3.1%	7.0%	6.5%	2.8%	16.8%	18.5%	13.6%	18.7%	New Peak	May '25
Interm Muni- JPMorgan	49.45	-0.06%	0.2%	-0.2%	-1.8%	-1.3%	2.4%	1.9%	-0.3%	7.4%	5.2%	-0.3%	10.7%	-1.8%	Feb '25
Interm Bond- Janus MSB	44.43	0.3%	0.8%	-1.1%	-0.9%	0.6%	5.9%	1.5%	2.3%	4.3%	-1.9%	-3.1%	12.7%	-4.1%	Aug '21
Interm Bond- Vanguard	76.41	0.3%	0.9%	-0.5%	0.7%	1.9%	6.7%	1.6%	3.6%	6.6%	-2.9%	-2.5%	14.5%	-5.5%	Aug '20
Multisector Bond- Intrepid	8.91	-0.6%	-0.1%	1.0%	-0.5%	1.9%	8.3%	10.4%	1.4%	21.2%	48.3%	20.3%	26.4%	-0.6%	Feb '25
Int’l Bond- JPMorgan	48.20	0.1%	0.8%	0.3%	1.1%	2.7%	7.1%	3.5%	3.7%	16.6%	18.2%	9.0%	22.4%	New Peak	May '25
Long Bond- Vanguard	74.06	0.3%	2.2%	-0.1%	-2.9%	-3.7%	2.7%	-1.9%	0.8%	0.4%	-12.2%	-16.8%	17.4%	-20.2%	Sep '21
Long CA Muni- PIMCO	9.14	-0.11%	0.1%	-0.9%	-3.1%	-3.0%	1.3%	2.9%	-1.4%	7.6%	6.7%	-1.8%	12.8%	-3.3%	Dec '24
Long Muni- iShares	55.67	-0.02%	0.4%	-0.2%	-2.4%	-2.6%	1.5%	1.6%	-1.8%	4.2%	-0.8%	-3.3%	7.9%	-3.7%	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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