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S&P 500

Return

82.9%

[

13.0%

annualized]

Dec 31 2020 - Dec 05 2025

-0.3%

Below
Peak
Oct '25

DJIA (Large Value)

Return

56.7%

[

9.5%

annualized]

Dec 31 2020 - Dec 05 2025

-0.6%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

27.7%

[

5.1%

annualized]

Dec 31 2020 - Dec 05 2025

-0.4%

Below
Peak
Dec '25

Performance Range:

As of Dec 06 11:20 PM EDT, next update on next 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	6870.40	p	EOD	0.3%	2.1%	6.0%	14.5%	12.8%	23.3%	16.8%	74.6%	86.1%	43.2%	92.1%	-0.3%	Oct '25
DJIA (Large Value)	47954.99	p	EOD	0.5%	2.1%	5.6%	12.1%	7.4%	12.9%	12.7%	42.7%	59.5%	31.1%	64.2%	-0.6%	Nov '25
Russell 2000 (Small Cap)	2521.48	p	EOD	0.8%	3.6%	5.5%	18.3%	4.7%	10.0%	13.1%	39.5%	33.3%	11.0%	49.4%	-0.4%	Dec '25
NASDAQ Comp (Tech/Growth)	23578.13	p	EOD	0.9%	2.5%	8.7%	20.7%	18.7%	28.6%	22.1%	115.2%	88.3%	48.9%	126.3%	-1.6%	Oct '25
Aggregate Bond	100.03	p	EOD	-0.5%	-0.2%	0.6%	4.5%	4.4%	1.3%	6.6%	11.3%	-2.0%	0.0%	16.8%	-2.5%	Dec '20
Corp Bond	110.86	p	EOD	-0.5%	0.1%	0.4%	5.6%	4.3%	0.9%	7.7%	14.2%	-3.3%	-1.4%	25.0%	-4.3%	Sep '21
High Yield Bond	80.75	p	EOD	0.2%	0.5%	0.8%	4.3%	6.6%	8.0%	7.7%	28.1%	21.0%	15.6%	35.2%	-0.2%	Nov '25
Preferred	30.87	p	EOD	0.3%	-0.5%	-1.6%	4.8%	0.8%	7.2%	3.7%	17.8%	8.3%	0.2%	22.9%	-2.9%	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	44.09	p	EOD	-50.7%	-48.6%	-51.8%	-49.3%	-51.1%	0.1%	-46.8%	-42.3%	-31.7%	-46.8%	-31.7%	-53.9%	Oct '24
Consumer Discretionary/Cyclical	119.73	p	EOD	-49.4%	-49.2%	-49.0%	-43.3%	-48.1%	26.5%	-46.3%	-11.4%	-21.0%	-41.2%	-11.6%	-50.6%	Nov '25
Financial Services	53.68	p	EOD	0.7%	1.7%	1.5%	5.4%	8.1%	30.6%	12.2%	63.3%	103.7%	45.0%	86.5%	-0.8%	Sep '25
Real Estate	89.88	p	EOD	-1.6%	-0.4%	-1.9%	2.0%	-2.2%	4.8%	3.9%	19.3%	27.2%	-9.4%	32.9%	-10.2%	Dec '21
Communication Services	117.13	p	EOD	1.5%	4.5%	2.5%	13.6%	17.4%	34.7%	22.1%	144.7%	82.3%	55.6%	153.8%	-1.6%	Sep '25
Energy	45.92	p	EOD	-49.2%	-48.7%	-47.0%	-44.0%	-47.9%	5.6%	-45.1%	-40.2%	40.5%	-8.2%	-36.4%	-51.2%	Nov '24
Industrials	154.58	p	EOD	0.6%	0.8%	2.8%	7.4%	11.7%	17.3%	18.5%	63.2%	88.1%	56.4%	91.2%	-0.8%	Oct '25
Technology	146.60	p	EOD	-48.8%	-49.1%	-44.2%	-38.3%	-38.7%	21.6%	-36.7%	15.8%	20.7%	-13.9%	28.7%	-51.8%	Oct '25
Consumer Staples/Defensive	78.46	p	EOD	-1.1%	2.3%	-2.3%	-2.6%	-2.2%	12.2%	1.7%	11.7%	32.9%	12.3%	25.6%	-5.1%	Aug '25
Healthcare	153.26	p	EOD	-2.8%	4.9%	11.6%	15.1%	8.1%	2.5%	12.9%	16.3%	48.4%	16.8%	32.1%	-3.5%	Nov '25
Utilities	43.30	p	EOD	-52.2%	-51.7%	-47.8%	-45.9%	-44.1%	23.3%	-41.6%	-32.8%	-19.6%	-31.5%	-22.8%	-53.4%	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	142.10	p	EOD	0.4%	1.8%	6.0%	13.9%	17.3%	17.4%	21.9%	71.9%	73.2%	42.1%	93.1%	-0.3%	Oct '25
MSCI Emerging Markets	54.74	p	EOD	0.8%	0.3%	8.5%	17.8%	28.2%	6.5%	32.2%	52.0%	20.5%	20.9%	70.4%	-2.3%	Oct '25
FTSE Europe	82.02	p	EOD	0.6%	2.6%	4.7%	7.5%	26.1%	1.9%	32.0%	59.8%	62.8%	34.5%	97.1%	-0.3%	Nov '25
MSCI Japan	83.70	p	EOD	0.8%	0.5%	5.7%	14.3%	20.6%	7.0%	25.7%	61.4%	40.4%	33.1%	81.3%	-0.8%	Nov '25
MSCI India	53.97	p	EOD	-1.4%	0.4%	2.8%	-1.7%	-2.4%	8.6%	2.5%	26.0%	51.5%	16.9%	34.3%	-8.2%	Sep '24
MSCI China	62.66	p	EOD	0.7%	-1.5%	2.1%	15.2%	34.9%	17.7%	35.0%	42.9%	-13.4%	8.9%	67.3%	-29.0%	Feb '21
International Bond	49.32	p	EOD	-0.5%	-0.6%	0.3%	1.3%	1.6%	3.6%	2.7%	11.5%	-1.0%	1.3%	17.2%	-1.5%	Dec '20
iShares Latin America	30.66	p	EOD	-1.6%	1.4%	12.1%	22.5%	41.5%	-23.1%	50.1%	50.6%	51.2%	69.9%	52.5%	-4.2%	Dec '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	630.48	p	EOD	0.3%	2.2%	6.3%	15.2%	14.3%	25.0%	18.1%	82.2%	100.0%	51.7%	100.9%	-0.2%	Oct '25
US Large Growth	478.80	p	EOD	0.5%	1.6%	6.7%	17.7%	16.5%	33.1%	19.6%	118.5%	109.9%	59.3%	134.0%	-2.6%	Oct '25
US Large Value	210.47	p	EOD	0.2%	3.0%	4.9%	11.3%	9.4%	14.2%	15.2%	45.2%	71.0%	34.6%	63.4%	New Peak	Dec '25

US MidCap Blend	293.08	p	EOD	0.3%	1.4%	1.6%	7.7%	5.1%	15.3%	12.3%	47.2%	54.7%	22.8%	63.7%	-1.1%	Oct '25
US MidCap Growth	285.17	p	EOD	0.7%	-0.1%	-0.7%	4.2%	4.4%	16.4%	12.9%	58.0%	42.3%	16.6%	72.1%	-4.3%	Oct '25
US MidCap Value	177.33	p	EOD	-0.1%	2.2%	3.1%	10.2%	5.2%	14.0%	11.5%	37.2%	66.7%	28.5%	55.4%	-0.1%	Nov '25

US Small Blend	260.19	p	EOD	0.6%	2.7%	2.2%	12.4%	2.0%	14.2%	9.4%	45.0%	49.0%	21.1%	57.1%	New Peak	Dec '25
US Small Growth	331.15	p	EOD	0.9%	3.1%	6.7%	18.3%	6.6%	15.0%	15.5%	53.9%	26.3%	14.7%	62.8%	-1.1%	Oct '25
US Small Value	183.77	p	EOD	0.8%	4.5%	4.9%	20.0%	5.5%	7.6%	13.3%	36.0%	56.6%	17.7%	48.2%	-0.1%	Dec '25

Foreign Large Blend	95.81	p	EOD	0.7%	1.6%	4.4%	8.6%	23.4%	3.5%	28.9%	56.4%	54.3%	34.3%	86.8%	-0.8%	Nov '25
Foreign Growth	114.95	p	EOD	0.8%	0.6%	2.9%	4.3%	13.1%	1.5%	19.9%	39.8%	26.8%	9.8%	66.3%	-2.3%	Oct '25
Foreign Value	70.73	p	EOD	0.7%	2.4%	5.4%	12.7%	33.4%	5.4%	37.7%	73.6%	84.0%	62.0%	107.9%	-0.4%	Nov '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	23.69	p	EOD	0.2%	-0.3%	-0.6%	1.3%	3.8%	8.3%	3.4%	28.4%	31.2%	25.0%	30.8%	-0.8%	Sep '25
Ultra Short- Janus AAA CLO	50.54	p	EOD	0.0%	0.3%	1.1%	2.5%	5.0%	7.4%	4.6%	22.1%	23.8%	21.9%	24.2%	New Peak	Dec '25
Bank Loan- Invesco	20.96	p	EOD	0.2%	0.1%	1.3%	3.1%	5.8%	8.2%	5.6%	28.6%	29.2%	25.4%	31.7%	New Peak	Nov '25
Interval CEF- Cliffwater	10.66	p	EOD	0.1%	0.8%	2.1%	4.3%	9.0%	12.6%	8.3%	34.8%	55.5%	40.2%	36.6%	New Peak	Dec '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	53.39	p	EOD	0.5%	2.3%	5.1%	13.5%	12.4%	27.9%	17.2%	85.2%	136.4%	85.8%	105.2%	-0.8%	Oct '25
Int’l Min Volatility- Franklin	36.14	p	EOD	-2.2%	0.4%	5.1%	11.3%	21.4%	15.9%	22.0%	64.7%	105.4%	71.3%	83.9%	-2.2%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.35	p	EOD	-0.5%	1.2%	-0.6%	7.1%	-5.6%	62.3%	2.3%	199.2%	317.0%	214.8%	223.6%	-5.6%	Dec '24
Small Value- Avantis	102.90	p	EOD	1.8%	5.3%	2.4%	15.7%	1.4%	9.3%	8.0%	41.5%	99.6%	36.0%	56.1%	-1.6%	Nov '24
Mid Value- Pacer Cash Cows	60.67	p	EOD	1.5%	4.8%	5.4%	11.9%	2.1%	10.6%	8.8%	35.1%	101.0%	37.9%	49.2%	New Peak	Dec '25
Growth- S&P Momentum	120.85	p	EOD	0.6%	2.0%	3.4%	13.4%	23.4%	45.8%	27.9%	118.7%	145.6%	96.3%	141.3%	-2.7%	Oct '25
Invesco S&P Quality	74.93	p	EOD	0.3%	2.0%	4.0%	5.5%	9.4%	25.4%	12.7%	74.6%	93.7%	48.1%	95.2%	-0.1%	Oct '25
Rotation Factor- BlackRock	61.12	p	EOD	0.5%	2.2%	6.6%	16.4%	15.9%	30.3%	20.3%	108.2%	115.7%	69.5%	129.7%	-0.2%	Oct '25
US Min Volatility- Fidelity	67.34	p	EOD	-0.8%	2.7%	3.7%	9.7%	8.5%	16.1%	12.4%	49.2%	71.0%	36.8%	66.8%	-0.8%	Nov '25
Derivative Income- JPMorgan	57.43	p	EOD	-0.2%	1.7%	2.4%	5.9%	3.4%	12.6%	7.0%	31.0%	59.0%	28.2%	46.3%	-0.4%	Nov '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	15.83	p	EOD	1.3%	0.8%	-0.8%	2.7%	6.5%	12.1%	6.6%	31.6%	35.9%	34.4%	33.9%	-1.6%	Aug '25
Multistrategy- AQR	14.12	p	EOD	-0.4%	-0.4%	4.1%	6.7%	14.5%	13.3%	14.7%	43.3%	87.5%	62.4%	45.2%	-1.4%	Nov '25
Long Short- AQR	20.79	p	EOD	1.0%	3.0%	7.4%	11.6%	28.6%	30.5%	29.8%	126.1%	247.1%	159.6%	147.6%	New Peak	Dec '25
Mkt Neutral- BlackRock	14.79	p	EOD	1.1%	2.4%	2.6%	5.7%	14.3%	21.4%	15.6%	63.6%	70.8%	65.1%	65.7%	-0.3%	Dec '25
Multi Strategy- Variant	26.78	p	EOD	0.1%	0.6%	2.1%	3.9%	7.2%	5.1%	6.6%	23.3%	46.0%	29.1%	24.7%	New Peak	Dec '25
Long Short- First Trust	71.31	p	EOD	-0.4%	0.5%	5.4%	8.8%	7.5%	18.8%	9.3%	48.7%	74.1%	43.8%	59.1%	-0.9%	Nov '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)	321.27	p	EOD	0.3%	15.2%	36.8%	85.4%	84.7%	36.0%	70.3%	240.7%	256.1%	123.1%	231.6%	-0.7%	Nov '25
Meta (Communications)	673.42	p	EOD	3.9%	8.3%	-10.4%	-3.3%	8.3%	66.0%	15.3%	494.7%	137.3%	100.1%	431.4%	-14.7%	Aug '25
Amazon (Cyclical)	229.53	p	EOD	-1.6%	-6.1%	-1.2%	7.5%	1.1%	44.4%	4.6%	159.5%	45.4%	34.7%	103.3%	-9.6%	Nov '25
Tesla (Cyclical)	455.00	p	EOD	5.8%	5.9%	29.7%	54.2%	16.9%	62.5%	12.7%	161.4%	112.7%	13.8%	109.4%	-5.2%	Dec '24
Procter & Gamble (Defensive)	143.45	p	EOD	-3.2%	-2.4%	-9.7%	-11.3%	-15.3%	17.3%	-12.2%	3.0%	18.1%	-2.7%	25.2%	-18.1%	Dec '24
PepsiCo (Defensive)	145.02	p	EOD	-2.5%	1.4%	-0.9%	12.6%	-5.3%	-7.6%	-1.8%	-13.0%	15.3%	-5.9%	-5.8%	-19.7%	May '23
Coca-Cola (Defensive)	70.00	p	EOD	-3.6%	-0.8%	3.8%	-0.4%	14.4%	8.9%	14.9%	19.7%	52.5%	32.1%	38.9%	-4.0%	Nov '25
Exxon Mobil (Energy)	116.54	p	EOD	0.5%	0.3%	7.6%	13.8%	6.4%	11.3%	12.3%	24.7%	248.6%	111.4%	32.3%	-2.8%	Oct '24
Chevron (Energy)	150.00	p	EOD	-0.7%	-2.2%	-1.3%	9.4%	1.1%	1.3%	8.4%	-1.4%	104.4%	47.8%	8.8%	-9.4%	Jan '23
JPMorgan Chase (Financial)	315.04	p	EOD	0.6%	0.3%	7.5%	19.7%	30.1%	44.3%	34.2%	158.0%	194.3%	116.4%	227.4%	-1.7%	Nov '25
Visa (Financial)	331.24	p	EOD	-1.0%	-1.2%	-3.3%	-10.2%	7.3%	22.3%	5.6%	63.0%	61.5%	54.2%	90.5%	-10.9%	Jun '25
Mastercard (Financial)	545.52	p	EOD	-0.9%	-1.2%	-6.5%	-7.3%	3.8%	24.2%	4.2%	59.8%	64.6%	50.5%	95.9%	-8.8%	Aug '25
Bank of America (Financial)	53.95	p	EOD	0.6%	1.4%	8.4%	20.6%	17.5%	33.9%	24.9%	77.4%	108.2%	28.7%	95.6%	-0.3%	Nov '25
UnitedHealth (Health)	330.91	p	EOD	0.3%	2.1%	5.6%	10.6%	-38.5%	-2.4%	-33.4%	-36.0%	2.5%	-30.0%	-30.3%	-45.9%	Nov '24
Johnson & Johnson (Health)	201.93	p	EOD	-2.4%	8.2%	13.2%	31.2%	38.5%	-4.8%	43.0%	24.1%	55.3%	31.5%	36.0%	-2.7%	Nov '25
Eli Lilly (Health)	1010.31	p	EOD	-6.1%	9.5%	39.1%	31.7%	23.1%	33.3%	31.8%	178.1%	622.2%	285.9%	219.6%	-9.0%	Nov '25
Union Pacific (Industrials)	235.31	p	EOD	1.5%	6.2%	6.8%	6.0%	3.1%	-5.1%	5.0%	19.0%	27.6%	3.6%	31.5%	-7.7%	Mar '22
Honeywell (Industrials)	191.33	p	EOD	-0.4%	-0.8%	-4.7%	-10.3%	-8.4%	10.0%	-8.2%	1.4%	6.5%	6.9%	25.9%	-14.6%	Jul '25
Nvidia (IT)	182.41	p	EOD	3.1%	-3.1%	9.2%	28.7%	28.1%	171.2%	35.9%	1032.6%	1244.3%	506.7%	1488.1%	-11.9%	Oct '25
Broadcom (IT)	390.24	p	EOD	-3.2%	11.7%	16.7%	58.7%	119.5%	110.5%	69.5%	692.2%	937.4%	533.9%	854.0%	-3.2%	Nov '25
Adobe (IT)	346.26	p	EOD	8.2%	5.9%	-0.8%	-16.9%	-37.4%	-25.5%	-22.1%	6.0%	-29.7%	-38.6%	21.0%	-49.7%	Nov '21
Oracle (IT)	217.58	p	EOD	7.7%	-9.1%	-6.4%	25.5%	14.6%	60.0%	31.9%	186.6%	290.1%	161.4%	254.0%	-33.6%	Sep '25
salesforce.com (IT)	260.57	p	EOD	13.0%	8.6%	4.1%	-4.8%	-27.6%	27.8%	-21.7%	101.8%	15.6%	3.1%	85.1%	-28.7%	Dec '24
Linde PLC (Materials)	399.57	p	EOD	-2.6%	-5.0%	-14.9%	-15.2%	-10.2%	3.2%	-3.6%	24.9%	70.8%	24.1%	53.0%	-17.4%	Sep '25
Sherwin-Williams (Materials)	333.11	p	EOD	-3.1%	-1.8%	-10.3%	-6.4%	-12.7%	9.9%	-1.1%	36.3%	47.1%	1.9%	70.3%	-15.9%	Nov '24
American Tower (Real Estate)	178.86	p	EOD	-1.3%	0.5%	-9.0%	-14.4%	-10.7%	-12.2%	0.0%	-6.5%	-8.0%	-29.8%	7.4%	-33.1%	Sep '21
Prologis Inc. (Real Estate)	127.98	p	EOD	-0.4%	1.9%	13.6%	19.8%	18.4%	-18.1%	24.4%	21.2%	50.7%	-13.2%	40.0%	-17.7%	Apr '22
NextEra Energy (Utilities)	83.13	p	EOD	-3.7%	-1.0%	17.2%	16.1%	13.2%	21.5%	18.8%	5.6%	28.1%	0.4%	24.5%	-3.7%	Nov '25
Duke Energy (Utilities)	116.52	p	EOD	-6.0%	-5.0%	-2.6%	2.9%	7.7%	15.6%	12.1%	31.8%	54.3%	31.7%	54.2%	-8.9%	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	16.02	p	EOD	-0.2%	0.4%	1.8%	5.9%	8.9%	6.8%	9.1%	24.3%	15.5%	10.2%	32.0%	-0.6%	Oct '25
Moderate-60% Stock	65.42	p	EOD	0.0%	1.3%	3.9%	10.2%	12.6%	10.7%	16.0%	45.0%	41.5%	25.1%	58.8%	-0.3%	Oct '25
Mod Agg-80% Stock	52.12	p	EOD	0.3%	1.7%	4.8%	11.9%	19.3%	17.5%	19.1%	64.1%	67.6%	38.2%	81.6%	-0.2%	Oct '25
Aggressive-90% Stock	31.69	p	EOD	0.3%	1.5%	5.4%	12.9%	16.9%	14.8%	19.9%	66.7%	71.6%	37.6%	83.7%	-0.4%	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	89724.17		0.4%	-1.3%	-13.2%	-18.9%	-14.0%	-10.2%	121.9%	-4.0%	432.5%	367.5%	93.1%	368.4%	-28.1%	Oct '25
Ethereum	3055.04		1.0%	0.7%	-11.1%	-29.1%	23.3%	-23.7%	44.8%	-8.3%	147.9%	416.2%	-18.8%	135.9%	-36.8%	Aug '25
BNB	897.50		1.5%	1.1%	-9.4%	5.6%	39.5%	22.6%	123.3%	28.0%	215.7%	2955.0%	75.2%	231.2%	-31.5%	Oct '25
Solana	133.42		0.07%	-2.9%	-17.5%	-34.4%	-9.8%	-43.7%	78.0%	-29.5%	886.8%	7185.9%	-21.7%	328.1%	-49.1%	Jan '25
Bitcoin ETF	50.69	p	EOD	-1.7%	-13.9%	-20.1%	-14.5%	-12.3%	-	-4.4%	-	-	-	-	-28.9%	Oct '25
Grayscale Bitcoin (hi fee)	69.90	p	EOD	-1.6%	-14.0%	-20.3%	-15.0%	-13.4%	136.7%	-5.6%	854.1%	244.5%	125.8%	590.3%	-29.0%	Oct '25
Bloomberg Commodities	23.16	p	EOD	1.5%	4.6%	10.3%	10.4%	19.5%	5.5%	17.3%	15.5%	73.3%	29.4%	12.3%	-5.7%	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	4.79	p	EOD	2.7%	2.0%	0.4%	-3.4%	10.6%	19.1%	0.1%	40.3%	184.2%	137.7%	23.4%	-6.1%	Oct '23
10yr Treasury rate	4.14	p	EOD	3.0%	1.1%	1.3%	-8.2%	-0.3%	18.3%	-9.5%	21.4%	346.0%	154.2%	6.1%	-17.0%	Oct '23
5yr Treasury rate	3.71	p	EOD	3.2%	1.0%	3.7%	-10.0%	-7.9%	14.1%	-15.2%	2.8%	855.0%	172.2%	-9.7%	-25.1%	Oct '23
13-week T-bill	3.60	p	EOD	-2.5%	-4.1%	-7.9%	-14.9%	-16.1%	-18.8%	-14.4%	-13.9%	5047.1%	6698.1%	2.0%	-32.6%	Oct '23
Crude Oil	60.08	p	EOD	2.6%	0.6%	-2.9%	-7.0%	-10.6%	0.1%	-16.2%	-16.6%	31.3%	-21.0%	-31.2%	-51.4%	Mar '22
Gold	4212.90	p	EOD	-1.0%	5.3%	16.6%	26.8%	59.7%	27.5%	60.2%	136.0%	126.3%	134.1%	152.2%	-2.8%	Oct '25
EUR/USD	1.16	p	EOD	0.4%	0.8%	-	-	10.0%	-6.0%	11.9%	11.2%	-3.9%	2.4%	19.9%	-5.7%	Jan '21
USD/JPY	155.14	p	EOD	-0.7%	1.4%	-	-	3.3%	11.0%	-1.2%	13.3%	48.9%	34.7%	5.7%	-4.0%	Jul '24
S&P 500 Volatility Index	15.41	p	EOD	-5.7%	-19.2%	1.5%	-8.1%	20.7%	39.4%	-11.2%	-32.1%	-27.7%	-7.2%	-54.1%	-70.6%	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	50.98	p	EOD	0.0%	0.3%	0.9%	3.1%	5.5%	6.5%	5.6%	20.2%	17.7%	16.7%	21.9%	-0.1%	Dec '25
Interm Muni- JPMorgan	50.55	p	EOD	-0.2%	-0.2%	1.9%	4.3%	2.3%	1.9%	3.7%	11.3%	5.7%	3.7%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.67	p	EOD	-0.2%	0.2%	1.5%	6.4%	6.0%	1.5%	8.3%	13.6%	2.5%	2.6%	19.3%	-0.4%	Nov '25
Interm Bond- Vanguard	78.05	p	EOD	-0.5%	0.0%	0.4%	4.9%	5.8%	1.6%	8.0%	13.6%	-0.9%	1.7%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.04	p	EOD	0.0%	0.1%	0.5%	4.5%	7.0%	10.4%	7.0%	29.4%	41.2%	26.8%	33.3%	-0.4%	Nov '25
Int’l Bond- JPMorgan	48.87	p	EOD	-0.1%	-0.1%	0.8%	3.6%	6.2%	3.5%	7.6%	19.6%	14.6%	13.1%	27.0%	-0.7%	Oct '25
Long Bond- Vanguard	76.67	p	EOD	-0.9%	-0.1%	0.4%	6.7%	1.9%	-1.9%	7.4%	9.6%	-13.1%	-11.4%	25.1%	-15.0%	Sep '21
Long CA Muni- PIMCO	9.42	p	EOD	-0.3%	-0.4%	2.7%	5.1%	1.8%	2.9%	3.7%	14.6%	6.8%	3.3%	18.7%	-0.5%	Nov '25
Long Muni- iShares	57.38	p	EOD	-0.2%	-0.1%	2.6%	5.3%	1.5%	1.6%	2.7%	9.0%	2.2%	1.3%	13.1%	-0.6%	Nov '25

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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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Nov '25

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Dec '25