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S&P 500

Return

77.1%

[

12.7%

annualized]

Dec 31 2020 - Oct 14 2025

-1.5%

Below
Peak
Oct '25

DJIA (Large Value)

Return

51.2%

[

9.0%

annualized]

Dec 31 2020 - Oct 14 2025

-1.1%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

25.3%

[

4.8%

annualized]

Dec 31 2020 - Oct 14 2025

-0.5%

Below
Peak
Oct '25

Performance Range:

As of Oct 14 12:20 PM EDT, next update at 12:30 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	6653.12	-0.02%	-0.9%	1.0%	6.1%	23.1%	13.5%	23.3%	13.1%	85.7%	90.7%	38.7%	86.0%	-1.5%	Oct '25
DJIA (Large Value)	46262.06	0.4%	-0.7%	0.9%	4.1%	14.2%	7.4%	12.9%	8.7%	56.1%	62.2%	26.5%	58.4%	-1.1%	Oct '25
Russell 2000 (Small Cap)	2473.72	0.5%	0.6%	3.2%	10.0%	31.5%	10.0%	10.0%	10.9%	47.0%	52.5%	8.9%	46.6%	-0.5%	Oct '25
NASDAQ Comp (Tech/Growth)	22593.30	-0.4%	-0.9%	2.0%	9.5%	34.2%	22.1%	28.6%	17.0%	118.9%	92.0%	42.7%	116.9%	-2.0%	Oct '25
Aggregate Bond	100.64	0.01%	0.5%	0.1%	3.3%	4.8%	4.9%	1.3%	6.6%	17.7%	-2.0%	-0.1%	16.7%	-2.5%	Dec '20
Corp Bond	111.86	0.12%	0.4%	-0.1%	4.3%	7.7%	5.1%	0.9%	7.9%	26.2%	-1.8%	-1.2%	25.2%	-4.1%	Sep '21
High Yield Bond	80.46	0.02%	-0.4%	-0.6%	1.5%	6.9%	6.6%	8.0%	6.3%	33.6%	23.3%	14.0%	33.5%	-1.1%	Sep '25
Preferred	31.43	0.3%	-1.0%	-1.7%	2.1%	10.0%	0.0%	7.2%	4.5%	24.4%	13.1%	0.9%	23.8%	-2.2%	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	88.84	0.7%	-0.6%	-2.6%	-1.9%	10.1%	-6.0%	0.1%	7.1%	38.4%	48.7%	7.2%	37.6%	-7.2%	Oct '24
Consumer Discretionary/Cyclical	234.41	0.2%	-0.5%	-1.6%	5.7%	23.7%	19.7%	26.5%	5.2%	77.9%	58.8%	15.1%	73.1%	-3.0%	Sep '25
Financial Services	53.18	1.0%	-1.1%	-0.8%	1.5%	13.5%	15.3%	30.6%	11.2%	80.5%	134.4%	43.6%	84.8%	-1.8%	Sep '25
Real Estate	89.10	0.5%	-1.3%	-3.1%	-0.4%	6.4%	-2.8%	4.8%	3.0%	32.7%	33.4%	-10.2%	31.7%	-10.9%	Dec '21
Communication Services	114.53	0.6%	-1.3%	-2.1%	7.4%	25.4%	27.5%	34.7%	19.4%	146.4%	96.1%	52.2%	148.2%	-3.8%	Sep '25
Energy	86.51	0.2%	-3.3%	-1.5%	-1.0%	11.1%	-3.6%	5.6%	3.5%	19.5%	244.1%	73.0%	19.7%	-8.1%	Nov '24
Industrials	153.24	1.2%	-0.7%	1.5%	1.9%	21.5%	11.7%	17.3%	17.5%	89.6%	105.1%	55.0%	89.5%	-1.5%	Oct '25
Technology	283.20	-0.7%	-0.9%	4.7%	10.9%	41.9%	21.9%	21.6%	22.4%	148.1%	141.5%	66.3%	148.6%	-2.6%	Oct '25
Consumer Staples/Defensive	78.41	0.7%	0.3%	-1.7%	-2.4%	-2.7%	-1.8%	12.2%	1.7%	25.8%	35.3%	12.2%	25.6%	-5.1%	Aug '25
Healthcare	141.89	-0.04%	-1.6%	3.2%	5.6%	3.4%	-6.7%	2.5%	4.5%	20.3%	42.8%	8.1%	22.3%	-7.8%	Sep '24
Utilities	91.65	0.8%	1.6%	7.9%	11.5%	19.6%	17.6%	23.3%	23.6%	61.8%	68.6%	45.0%	63.5%	New Peak	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	137.84	0.01%	-1.0%	1.1%	6.5%	23.3%	16.0%	17.4%	18.2%	87.2%	81.5%	37.8%	87.3%	-1.6%	Oct '25
MSCI Emerging Markets	53.19	-0.5%	-1.6%	1.8%	10.0%	27.5%	18.3%	6.5%	28.4%	67.6%	30.2%	17.5%	65.5%	-2.4%	Oct '25
FTSE Europe	79.99	0.3%	-0.6%	1.1%	3.2%	18.3%	18.2%	1.9%	28.7%	89.7%	75.4%	31.2%	92.2%	-1.7%	Oct '25
MSCI Japan	80.32	1.3%	-2.0%	-0.6%	10.9%	21.0%	15.5%	7.0%	20.7%	74.9%	47.3%	27.7%	73.9%	-3.5%	Oct '25
MSCI India	52.80	-0.3%	-0.2%	-0.7%	-3.9%	3.5%	-7.2%	8.6%	0.3%	32.1%	60.2%	14.4%	31.4%	-10.2%	Sep '24
MSCI China	62.88	-0.7%	-4.5%	-1.7%	13.2%	25.6%	25.5%	17.7%	35.5%	70.7%	-10.1%	9.3%	67.9%	-28.7%	Feb '21
International Bond	49.69	0.05%	0.7%	0.6%	1.6%	2.3%	3.7%	3.6%	3.0%	17.7%	-0.4%	1.6%	17.6%	-1.2%	Dec '20
iShares Latin America	27.73	0.2%	-0.3%	-0.7%	9.8%	24.1%	14.7%	-23.1%	35.8%	40.8%	76.2%	53.7%	38.0%	-4.3%	Sep '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	609.76	0.02%	-0.9%	0.9%	6.2%	23.4%	14.6%	25.0%	13.9%	93.2%	104.6%	46.3%	93.8%	-1.5%	Oct '25
US Large Growth	466.54	-0.4%	-0.8%	1.5%	8.9%	32.7%	22.1%	33.1%	16.5%	129.5%	111.8%	55.2%	128.0%	-1.8%	Oct '25
US Large Value	202.94	0.7%	-0.8%	0.6%	3.7%	14.9%	7.3%	14.2%	11.1%	56.1%	82.4%	29.8%	57.5%	-1.1%	Oct '25

US MidCap Blend	291.34	0.6%	-0.8%	-0.2%	2.8%	18.5%	9.8%	15.3%	11.2%	63.4%	68.8%	21.6%	62.2%	-1.4%	Oct '25
US MidCap Growth	292.36	0.4%	-0.6%	0.3%	2.3%	24.3%	16.8%	16.4%	15.6%	79.9%	58.3%	19.3%	76.1%	-1.6%	Oct '25
US MidCap Value	172.51	0.8%	-1.1%	-0.5%	3.1%	14.0%	4.1%	14.0%	7.9%	49.9%	80.8%	24.3%	50.4%	-1.6%	Oct '25

US Small Blend	254.62	0.6%	-0.4%	-0.3%	4.7%	22.7%	7.0%	14.2%	6.8%	53.9%	65.6%	18.1%	53.3%	-1.8%	Sep '25
US Small Growth	328.55	0.3%	1.3%	5.1%	12.9%	35.8%	14.7%	15.0%	14.6%	63.2%	42.2%	13.8%	61.5%	New Peak	Oct '25
US Small Value	178.01	1.1%	0.1%	1.9%	8.1%	29.3%	8.2%	7.6%	9.8%	42.9%	82.8%	14.0%	43.6%	-1.0%	Oct '25

Foreign Large Blend	93.49	0.5%	-1.0%	0.5%	5.1%	19.2%	16.8%	3.5%	25.8%	81.3%	66.1%	31.1%	82.3%	-1.9%	Oct '25
Foreign Growth	114.36	0.3%	-1.5%	1.0%	3.5%	17.2%	9.2%	1.5%	19.3%	65.3%	33.7%	9.2%	65.5%	-2.6%	Oct '25
Foreign Value	67.60	0.7%	-0.7%	-0.3%	6.2%	20.7%	24.0%	5.4%	31.6%	96.5%	101.5%	54.9%	98.7%	-1.6%	Oct '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	23.67		-0.01%	-0.6%	-2.1%	-1.7%	2.8%	3.3%	8.3%	1.4%	28.7%	31.7%	22.7%	28.3%	-2.2%	Aug '25
Ultra Short- Janus AAA CLO	50.59		-0.06%	-0.1%	-0.1%	0.3%	2.9%	4.4%	7.4%	2.9%	22.1%	-	20.0%	22.2%	-0.5%	Aug '25
Bank Loan- Invesco	20.81		-0.1%	-0.5%	-0.8%	0.2%	4.4%	5.3%	8.2%	3.6%	28.8%	29.5%	23.0%	29.2%	-0.9%	Sep '25
Interval CEF- Cliffwater	10.52	p	EOD	0.1%	-2.0%	-0.7%	2.2%	6.5%	12.6%	4.2%	31.4%	53.5%	34.9%	31.4%	-2.3%	Oct '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	51.84		0.06%	-0.8%	0.6%	5.2%	24.7%	12.2%	27.9%	13.8%	99.5%	161.4%	80.4%	99.2%	-1.4%	Oct '25
Int’l Min Volatility- Franklin	35.10		0.2%	-0.1%	1.7%	5.6%	18.4%	16.9%	15.9%	17.4%	76.3%	110.0%	64.8%	76.9%	-0.4%	Oct '25
MidCap 30 - Hennessy (hi fee)	23.56	p	EOD	-1.9%	-3.6%	1.0%	17.6%	-2.6%	34.6%	-1.0%	85.1%	152.1%	79.1%	84.1%	-9.5%	Nov '24
Small Value- Avantis	98.45		0.9%	-0.9%	-1.7%	3.6%	24.2%	2.5%	9.3%	2.9%	48.0%	127.9%	29.6%	48.7%	-6.3%	Nov '24
Mid Value- Pacer Cash Cows	56.67		0.6%	-1.4%	-1.0%	0.4%	12.8%	-2.1%	10.6%	1.1%	38.5%	110.0%	28.1%	38.6%	-6.6%	Nov '24
Growth- S&P Momentum	121.06		-0.09%	0.5%	0.5%	7.1%	34.4%	29.2%	45.8%	27.9%	139.4%	145.8%	96.4%	141.3%	-0.9%	Sep '25
Invesco S&P Quality	73.45		0.6%	-0.3%	1.3%	2.8%	15.2%	8.7%	25.4%	10.2%	90.0%	96.3%	44.8%	90.8%	-0.7%	Oct '25
Rotation Factor- BlackRock	58.87		0.2%	-0.6%	0.9%	7.2%	25.7%	17.0%	30.3%	15.7%	120.9%	122.9%	62.9%	120.8%	-1.1%	Oct '25
US Min Volatility- Fidelity	65.21		0.2%	-1.3%	-0.7%	3.3%	11.8%	6.6%	16.1%	8.5%	59.8%	71.0%	32.0%	61.0%	-1.5%	Oct '25
Derivative Income- JPMorgan	56.83		0.5%	-0.1%	-0.1%	0.6%	7.3%	2.1%	12.6%	3.9%	41.3%	59.3%	24.5%	42.0%	-0.9%	Aug '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	15.89	p	EOD	-0.3%	-0.3%	2.2%	6.9%	10.3%	12.1%	7.0%	29.4%	36.0%	30.1%	29.6%	-1.2%	Aug '25
Multistrategy- AQR	13.86	p	EOD	0.1%	0.2%	4.8%	10.0%	15.3%	13.3%	12.6%	40.0%	82.2%	58.9%	42.0%	-0.6%	Oct '25
Long Short- AQR	19.78	p	EOD	-0.1%	0.7%	6.2%	15.6%	30.4%	30.5%	23.5%	121.0%	212.2%	137.2%	126.2%	-1.1%	Oct '25
Mkt Neutral- BlackRock	14.36	p	EOD	0.3%	-1.8%	4.2%	7.5%	13.9%	21.4%	11.9%	60.8%	63.2%	59.9%	60.4%	-3.0%	Sep '25
Multi Strategy- Variant	26.50	p	EOD	0.2%	-1.3%	-0.3%	1.2%	5.0%	5.1%	3.1%	20.5%	42.9%	24.9%	20.7%	-1.5%	Sep '25
Long Short- First Trust	68.96		0.1%	-1.1%	0.3%	4.7%	10.7%	7.9%	18.8%	5.4%	52.6%	64.6%	38.8%	53.4%	-1.9%	Oct '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)	246.19	0.8%	0.2%	2.2%	35.7%	55.1%	49.9%	36.0%	30.5%	156.7%	217.1%	71.0%	154.1%	-3.3%	Sep '25
Meta (Communications)	713.75	-0.3%	0.1%	-5.5%	-0.9%	34.5%	21.3%	66.0%	22.2%	466.5%	164.2%	112.1%	463.3%	-9.6%	Aug '25
Amazon (Cyclical)	218.35	-0.8%	-1.5%	-4.3%	-3.3%	19.9%	16.4%	44.4%	-0.5%	104.3%	29.8%	28.1%	93.4%	-9.8%	Feb '25
Tesla (Cyclical)	428.78	-1.6%	-1.0%	8.3%	35.3%	69.9%	95.6%	62.5%	6.2%	109.2%	178.9%	7.2%	97.4%	-10.6%	Dec '24
Procter & Gamble (Defensive)	147.97	0.3%	-3.0%	-6.3%	-3.1%	-11.4%	-12.1%	17.3%	-10.0%	27.6%	16.3%	-0.3%	28.3%	-16.1%	Dec '24
PepsiCo (Defensive)	150.15	0.8%	6.6%	4.6%	11.8%	4.4%	-11.4%	-7.6%	1.7%	-2.9%	22.6%	-2.6%	-2.5%	-16.9%	May '23
Coca-Cola (Defensive)	66.96	0.2%	0.3%	0.7%	-2.9%	-6.2%	-1.9%	8.9%	10.0%	33.3%	55.4%	26.4%	32.9%	-8.0%	Apr '25
Exxon Mobil (Energy)	112.55	0.3%	-1.5%	0.3%	-0.3%	10.9%	-6.0%	11.3%	7.5%	25.7%	309.4%	102.4%	26.7%	-7.0%	Oct '24
Chevron (Energy)	152.63	0.5%	-1.5%	-2.9%	1.8%	15.4%	5.1%	1.3%	9.0%	7.7%	159.7%	48.7%	9.5%	-8.8%	Jan '23
JPMorgan Chase (Financial)	303.73	-1.4%	-1.3%	-1.0%	5.2%	30.0%	39.4%	44.3%	28.8%	192.7%	243.4%	107.6%	214.1%	-3.9%	Sep '25
Visa (Financial)	346.93	1.1%	-1.6%	2.2%	-0.8%	3.9%	24.5%	22.3%	10.3%	94.4%	77.8%	61.2%	99.1%	-6.9%	Jun '25
Mastercard (Financial)	566.04	1.2%	-2.3%	-2.5%	2.4%	10.6%	12.2%	24.2%	8.0%	99.3%	69.7%	56.0%	103.0%	-5.5%	Aug '25
Bank of America (Financial)	50.13	2.6%	-0.3%	-0.9%	7.1%	38.3%	22.4%	33.9%	16.1%	71.2%	139.8%	19.6%	81.8%	-4.4%	Sep '25
UnitedHealth (Health)	361.12	0.7%	-0.7%	3.1%	20.9%	-37.7%	-39.1%	-2.4%	-27.3%	-25.9%	21.4%	-23.6%	-24.0%	-41.0%	Nov '24
Johnson & Johnson (Health)	188.29	-1.4%	-0.3%	5.7%	20.9%	23.9%	20.3%	-4.8%	33.3%	25.4%	46.6%	22.6%	26.8%	-1.5%	Oct '25
Eli Lilly (Health)	813.31	-0.7%	-3.6%	7.7%	2.0%	8.3%	-11.8%	33.3%	6.0%	151.7%	479.4%	210.2%	156.9%	-14.6%	Aug '24
Union Pacific (Industrials)	226.66	0.4%	-2.2%	5.5%	-2.2%	3.2%	-5.4%	-5.1%	1.2%	25.5%	23.6%	-0.2%	26.6%	-11.1%	Mar '22
Honeywell (Industrials)	206.24	1.6%	-1.3%	-2.5%	-12.9%	4.1%	-3.3%	10.0%	-7.3%	26.2%	31.5%	7.9%	27.2%	-13.8%	Jul '25
Nvidia (IT)	183.08	-2.8%	-1.1%	3.0%	11.6%	65.4%	32.6%	171.2%	36.4%	1532.7%	1202.9%	509.0%	1493.9%	-4.9%	Oct '25
Broadcom (IT)	347.74	-2.5%	3.4%	-3.2%	26.4%	95.8%	92.6%	110.5%	51.1%	757.0%	923.1%	464.9%	750.1%	-5.7%	Sep '25
Adobe (IT)	336.88	-0.7%	-3.3%	-3.6%	-8.2%	-4.0%	-33.9%	-25.5%	-24.2%	17.0%	-33.5%	-40.3%	17.7%	-51.1%	Nov '21
Oracle (IT)	301.81	-2.0%	6.4%	3.3%	31.6%	124.6%	72.8%	60.0%	82.6%	386.2%	429.9%	261.9%	390.3%	-8.1%	Sep '25
salesforce.com (IT)	246.01	-1.1%	2.6%	1.5%	-5.1%	-3.0%	-15.1%	27.8%	-26.1%	74.8%	-5.1%	-2.7%	74.7%	-32.7%	Dec '24
Linde PLC (Materials)	460.02	0.7%	-2.2%	-4.6%	-1.9%	3.5%	-2.8%	3.2%	10.6%	73.2%	109.2%	42.5%	75.6%	-4.9%	Sep '25
Sherwin-Williams (Materials)	332.02	-0.04%	-1.5%	-7.8%	-3.4%	-2.2%	-12.8%	9.9%	-1.7%	69.2%	50.0%	1.3%	69.3%	-16.4%	Nov '24
American Tower (Real Estate)	184.38	0.6%	-1.4%	-5.5%	-16.9%	-14.7%	-14.7%	-12.2%	2.2%	8.6%	-11.6%	-28.2%	9.8%	-31.6%	Sep '21
Prologis Inc. (Real Estate)	114.50	1.6%	-1.3%	0.1%	5.6%	18.6%	-1.5%	-18.1%	11.3%	26.4%	26.4%	-22.3%	25.2%	-26.3%	Apr '22
NextEra Energy (Utilities)	84.33	0.04%	1.3%	17.7%	12.4%	25.6%	4.1%	21.5%	19.6%	27.0%	26.3%	1.1%	25.3%	-0.8%	Dec '21
Duke Energy (Utilities)	127.79	1.3%	1.8%	4.8%	9.3%	7.8%	15.1%	15.6%	21.8%	66.0%	68.0%	43.2%	67.7%	New Peak	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	15.92	p	EOD	0.1%	-0.2%	3.0%	7.2%	6.4%	4.7%	7.6%	28.3%	11.1%	6.5%	27.6%	-0.4%	Sep '25
Moderate-60% Stock	64.06		-0.05%	-0.5%	0.3%	4.7%	15.4%	11.0%	10.7%	13.1%	55.4%	44.8%	22.0%	54.9%	-0.9%	Oct '25
Mod Agg-80% Stock	50.84	p	EOD	-0.7%	0.9%	5.9%	19.7%	14.0%	13.1%	16.2%	69.6%	61.2%	28.9%	69.3%	-1.2%	Oct '25
Aggressive-90% Stock	30.86	p	EOD	-0.7%	1.0%	6.3%	22.1%	13.9%	12.6%	16.8%	70.1%	64.3%	27.1%	69.7%	-1.4%	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	112756.73	-2.2%	-7.2%	-2.9%	-5.9%	33.4%	70.7%	121.9%	20.7%	487.7%	886.5%	142.7%	488.6%	-9.6%	Oct '25
Ethereum	4108.75	-3.2%	-7.7%	-12.9%	36.4%	153.2%	56.3%	44.8%	23.3%	216.7%	982.7%	9.2%	217.3%	-15.0%	Aug '25
BNB	1231.41	-4.8%	-6.0%	33.1%	78.6%	110.7%	109.1%	123.3%	75.7%	356.8%	3883.6%	140.4%	354.4%	-6.0%	Oct '25
Solana	202.25	-2.9%	-8.3%	-16.5%	24.6%	56.4%	28.5%	78.0%	6.9%	574.0%	8638.0%	18.8%	549.0%	-22.8%	Jan '25
Bitcoin ETF	64.17	-2.5%	-7.2%	-3.3%	-5.9%	32.9%	70.8%	-	21.0%	-	-	-	-	-10.0%	Oct '25
Grayscale Bitcoin (hi fee)	88.60	-2.5%	-7.1%	-3.4%	-6.1%	32.0%	68.8%	136.7%	19.7%	778.9%	703.9%	186.2%	774.9%	-10.0%	Oct '25
Bloomberg Commodities	21.64	-0.4%	-1.2%	1.9%	2.5%	5.9%	9.9%	5.5%	9.6%	5.7%	64.2%	20.9%	4.9%	-11.9%	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	4.64	0.2%	-1.8%	-0.8%	-6.7%	-3.3%	5.3%	19.1%	-3.0%	16.7%	209.5%	130.3%	19.5%	-9.0%	Oct '23
10yr Treasury rate	4.05	-0.07%	-1.9%	-0.3%	-8.6%	-7.2%	-1.2%	18.3%	-11.5%	0.9%	460.7%	148.6%	3.7%	-18.8%	Oct '23
5yr Treasury rate	3.63	-0.5%	-2.1%	0.1%	-9.0%	-9.3%	-7.0%	14.1%	-17.2%	-15.0%	1101.3%	165.8%	-11.8%	-26.9%	Oct '23
13-week T-bill	3.85	0%	0.3%	-1.9%	-8.9%	-8.2%	-14.7%	-18.8%	-8.4%	6.2%	3753.0%	7169.8%	9.1%	-28.0%	Oct '23
Crude Oil	58.56	-1.6%	-5.1%	-6.6%	-12.6%	-4.8%	-20.7%	0.1%	-18.3%	-31.6%	42.7%	-23.0%	-32.9%	-52.7%	Mar '22
Gold	4146.40	0.9%	4.3%	13.6%	23.7%	29.4%	56.6%	27.5%	57.7%	152.6%	118.1%	130.4%	148.2%	New Peak	Oct '25
EUR/USD	1.16	0.3%	-0.4%	-1.0%	-0.5%	2.4%	6.5%	-6.0%	11.6%	-	-1.1%	2.1%	19.6%	-5.9%	Jan '21
USD/JPY	151.72	-0.4%	-0.2%	2.8%	2.7%	5.9%	1.4%	11.0%	-3.4%	-	44.3%	31.8%	3.4%	-6.1%	Jul '24
S&P 500 Volatility Index	20.11	5.7%	16.6%	36.2%	16.9%	-34.9%	2.1%	39.4%	15.9%	-37.2%	-23.8%	21.1%	-40.1%	-61.6%	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	50.88		0%	0.1%	-0.1%	1.0%	2.6%	4.9%	6.5%	4.2%	20.7%	16.9%	15.2%	20.3%	-0.3%	Oct '25
Interm Muni- JPMorgan	50.56		0%	0.3%	0.3%	2.7%	4.7%	2.5%	1.9%	2.9%	14.6%	6.7%	2.9%	14.2%	New Peak	Sep '25
Interm Bond- Janus MSB	45.77		-0.11%	0.3%	0.0%	3.3%	4.9%	4.8%	1.5%	6.7%	18.9%	1.8%	1.1%	17.6%	-0.4%	Sep '25
Interm Bond- Vanguard	78.43		0.05%	0.5%	0.0%	3.0%	5.2%	5.5%	1.6%	7.4%	19.7%	-1.4%	1.1%	18.7%	-1.9%	Dec '20
Multisector Bond- Intrepid	9.06	p	EOD	-0.3%	-0.7%	1.4%	6.0%	6.8%	10.4%	5.1%	31.0%	45.6%	24.7%	31.0%	-1.0%	Sep '25
Int’l Bond- JPMorgan	48.85		0.11%	0.1%	-0.3%	1.3%	4.6%	5.7%	3.5%	6.2%	25.7%	15.9%	11.7%	25.5%	-0.6%	Sep '25
Long Bond- Vanguard	78.07		0.2%	0.7%	-0.1%	5.7%	9.2%	3.4%	-1.9%	7.9%	27.0%	-10.7%	-11.0%	25.7%	-14.6%	Sep '21
Long CA Muni- PIMCO	9.42	p	EOD	0.3%	0.4%	3.4%	4.9%	2.2%	2.9%	2.6%	18.0%	8.4%	2.3%	17.5%	New Peak	Oct '25
Long Muni- iShares	57.22		-0.2%	0.3%	0.6%	3.4%	4.9%	2.0%	1.6%	1.7%	12.4%	2.8%	0.3%	11.9%	-0.2%	Oct '25

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BelowPeak Oct '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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Oct '25

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Oct '25