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S&P 500 (Large Cap)

Return

65.0%

[

11.8%

annualized]

Dec 31 2020 - Jul 01 2025

-0.1%

Below
Peak
Jun '25

DJIA (Large Value)

Return

45.4%

[

8.7%

annualized]

Dec 31 2020 - Jul 01 2025

-1.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

11.3%

[

2.4%

annualized]

Dec 31 2020 - Jul 01 2025

-10.0%

Below
Peak
Nov '21

Performance Range:

As of Jul 01 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)	6198.01	-0.11%	1.7%	4.4%	9.3%	5.6%	12.5%	23.3%	5.4%	62.0%	98.0%	29.2%	73.3%	-0.1%	Jun '25
DJIA (Large Value)	44494.94	0.9%	3.5%	5.2%	5.4%	5.0%	13.1%	12.9%	4.6%	43.1%	72.3%	21.6%	52.3%	-1.2%	Dec '24
Russell 2000 (Small Cap)	2197.54	1.0%	2.9%	6.2%	7.4%	-1.5%	8.0%	10.0%	-1.5%	27.2%	53.5%	-3.3%	30.2%	-10.0%	Nov '21
NASDAQ Comp (Tech/Growth)	20202.89	-0.8%	1.1%	5.0%	14.8%	4.8%	12.1%	28.6%	4.6%	81.6%	97.9%	27.6%	93.9%	-0.8%	Jun '25
Aggregate Bond	98.79	-0.09%	0.3%	1.6%	0.9%	3.9%	6.0%	1.0%	4.0%	6.5%	-4.3%	-2.9%	13.5%	-5.6%	Aug '20
Muni ~7yrs	104.29	0.09%	0.4%	1.3%	-0.1%	-0.7%	1.1%	1.3%	-0.6%	6.5%	2.0%	-1.4%	9.0%	-2.1%	Dec '24
Corp Bond	109.34	0.12%	0.9%	2.5%	1.5%	4.7%	7.0%	0.9%	4.7%	11.6%	-3.6%	-4.2%	21.5%	-7.0%	Sep '21
High Yield Bond	80.17	-0.13%	0.5%	1.7%	3.2%	4.6%	10.5%	8.0%	4.9%	29.2%	27.1%	12.5%	31.7%	-0.1%	Jun '25
Preferred	30.67	0.5%	1.2%	2.7%	2.0%	-0.3%	4.1%	7.2%	0.9%	12.1%	16.7%	-3.3%	18.7%	-4.0%	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	90.08	2.6%	3.8%	4.2%	4.1%	9.3%	5.4%	0.1%	8.1%	29.2%	72.9%	8.2%	38.9%	-6.3%	Oct '24
Consumer Discretionary/Cyclical	218.26	0.4%	2.4%	2.1%	7.6%	-0.9%	18.0%	26.5%	-2.2%	60.1%	75.5%	7.0%	60.9%	-8.2%	Dec '24
Financial Services	52.66	0.6%	2.4%	3.6%	5.3%	10.0%	28.2%	30.6%	9.7%	74.2%	151.0%	41.8%	82.3%	New Peak	Jul '25
Real Estate	89.71	0.7%	1.5%	1.3%	-0.6%	3.7%	11.8%	4.8%	2.7%	9.8%	35.5%	-10.5%	31.4%	-11.2%	Dec '21
Communication Services	107.76	-0.7%	2.4%	6.0%	11.5%	11.4%	26.6%	34.7%	11.9%	102.6%	104.4%	42.7%	132.7%	-0.7%	Jun '25
Energy	85.46	0.8%	1.1%	4.3%	-8.5%	0.2%	-3.1%	5.6%	1.4%	30.9%	180.0%	69.5%	17.3%	-10.0%	Nov '24
Industrials	148.01	0.3%	2.9%	4.1%	11.6%	13.4%	23.9%	17.3%	13.0%	76.3%	131.7%	49.1%	82.3%	New Peak	Jul '25
Technology	250.97	-0.9%	0.6%	7.9%	20.0%	8.6%	10.3%	21.6%	8.3%	101.8%	148.3%	47.1%	120.0%	-0.9%	Jun '25
Consumer Staples/Defensive	81.98	1.2%	2.2%	-0.4%	1.2%	5.9%	9.8%	12.2%	5.6%	21.2%	58.4%	16.5%	30.4%	-0.7%	Feb '25
Healthcare	136.71	1.4%	2.1%	3.5%	-4.8%	0.2%	-3.7%	2.5%	0.2%	10.7%	45.6%	3.7%	17.3%	-11.6%	Sep '24
Utilities	81.94	0.3%	1.8%	0.4%	3.9%	8.9%	24.0%	23.3%	9.8%	25.2%	65.3%	28.8%	45.2%	-0.3%	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	128.53	-0.05%	1.7%	4.0%	10.3%	10.4%	15.4%	17.4%	10.2%	60.3%	87.0%	28.5%	74.7%	-0.1%	Jun '25
MSCI Emerging Markets	48.33	0.2%	0.8%	6.4%	11.2%	16.9%	15.9%	6.5%	16.7%	30.7%	30.8%	6.8%	50.4%	-7.6%	Feb '21
FTSE Europe	77.56	0.08%	2.1%	1.5%	11.4%	25.1%	19.6%	1.9%	24.5%	61.7%	79.4%	26.9%	85.9%	New Peak	Jul '25
MSCI Japan	74.42	-0.7%	2.7%	0.0%	10.0%	12.0%	10.7%	7.0%	11.8%	48.1%	47.3%	18.3%	61.2%	-1.1%	Jun '25
MSCI India	55.84	0.3%	1.5%	2.4%	8.3%	4.6%	0.1%	8.6%	6.1%	42.7%	97.7%	21.0%	39.0%	-5.0%	Sep '24
MSCI China	55.27	0.3%	-0.5%	4.8%	3.1%	21.3%	33.4%	17.7%	19.1%	7.4%	-10.1%	-3.9%	47.6%	-37.4%	Feb '21
International Bond	49.45	0.09%	0.3%	0.5%	1.9%	2.0%	6.4%	3.6%	2.1%	10.6%	0.2%	0.7%	16.5%	-2.1%	Dec '20
iShares Latin America	26.28	0.3%	3.6%	6.1%	12.3%	27.4%	13.7%	-23.1%	28.6%	45.2%	66.3%	45.6%	30.8%	-15.8%	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	567.77	-0.05%	1.8%	4.5%	9.8%	6.3%	14.0%	25.0%	6.1%	69.4%	113.2%	36.2%	80.4%	New Peak	Jun '25
US Large Growth	420.11	-1.1%	1.1%	4.6%	14.6%	5.1%	13.8%	33.1%	4.8%	93.9%	121.8%	39.7%	105.1%	-1.1%	Jun '25
US Large Value	196.03	0.9%	2.4%	4.2%	4.1%	7.0%	14.8%	14.2%	6.8%	42.1%	91.3%	24.8%	51.5%	-0.5%	Nov '24

US MidCap Blend	281.43	0.6%	2.4%	4.3%	7.9%	7.6%	18.5%	15.3%	7.4%	48.2%	84.1%	17.5%	56.7%	New Peak	Jul '25
US MidCap Growth	283.00	-0.5%	2.0%	4.9%	13.9%	11.4%	24.1%	16.4%	11.9%	62.9%	74.7%	15.5%	70.5%	-0.5%	Jun '25
US MidCap Value	166.52	1.3%	2.7%	3.7%	3.3%	4.5%	13.9%	14.0%	4.2%	36.3%	94.9%	20.0%	45.2%	-3.8%	Nov '24

US Small Blend	239.44	1.0%	2.8%	5.4%	6.3%	0.5%	11.8%	14.2%	0.4%	40.6%	76.8%	11.1%	44.1%	-7.4%	Nov '24
US Small Growth	285.23	-0.2%	1.8%	5.1%	9.6%	-1.0%	10.1%	15.0%	-0.6%	40.4%	41.6%	-1.3%	40.1%	-12.8%	Feb '21
US Small Value	161.05	2.1%	3.8%	7.3%	5.8%	-1.0%	8.2%	7.6%	-1.1%	24.0%	84.8%	2.6%	29.3%	-10.1%	Nov '24

Foreign Large Blend	89.24	-0.2%	1.9%	1.1%	10.7%	20.5%	17.0%	3.5%	20.1%	54.7%	67.4%	25.1%	74.0%	-0.2%	Jun '25
Foreign Growth	111.32	-0.6%	1.9%	1.3%	11.7%	16.4%	10.5%	1.5%	16.1%	44.2%	42.0%	6.3%	61.1%	-0.6%	Jun '25
Foreign Value	63.60	0.2%	1.9%	1.1%	10.0%	24.3%	23.8%	5.4%	23.9%	65.3%	92.8%	45.7%	87.0%	New Peak	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	24.11	0.09%	0.4%	0.6%	2.7%	2.7%	6.7%	8.3%	2.7%	32.1%	37.4%	24.3%	30.0%	New Peak	Jul '25
Ultra Short- Janus AAA CLO	50.57	0.09%	0.3%	0.5%	1.5%	2.3%	5.9%	7.4%	2.4%	21.9%	-	19.4%	21.6%	New Peak	Jul '25
Bank Loan- Invesco	20.93	0.05%	0.3%	0.9%	3.0%	3.0%	7.6%	8.2%	3.0%	30.0%	31.6%	22.3%	28.4%	New Peak	Jul '25
Interval CEF- Cliffwater	10.82	0%	0.1%	0.7%	2.4%	4.5%	10.2%	12.6%	4.5%	31.8%	56.3%	35.3%	31.8%	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	48.74	-0.2%	2.0%	5.1%	11.2%	6.7%	12.4%	27.9%	6.8%	85.1%	162.9%	69.2%	86.9%	-0.2%	Jun '25
Int’l Min Volatility- Franklin	32.69	0.4%	1.5%	-0.1%	3.0%	9.2%	15.6%	15.9%	9.3%	54.6%	96.6%	53.5%	64.7%	-0.5%	Jun '25
MidCap 30 - Hennessy (hi fee)	23.69	1.0%	4.0%	6.8%	7.9%	-0.7%	9.8%	34.6%	-0.5%	99.8%	235.6%	80.1%	85.1%	-9.0%	Nov '24
Small Value- Avantis	92.99	2.1%	3.9%	6.2%	5.1%	-2.7%	5.6%	9.3%	-2.8%	42.4%	153.6%	22.4%	40.4%	-11.5%	Nov '24
Mid Value- Pacer Cash Cows	56.10	1.8%	3.2%	4.9%	2.5%	-0.1%	5.6%	10.6%	0.0%	36.5%	130.5%	26.8%	37.2%	-7.5%	Nov '24
Growth- S&P Momentum	110.74	-1.5%	0.7%	4.3%	17.9%	16.3%	25.9%	45.8%	17.0%	119.7%	165.4%	79.6%	120.7%	-1.5%	Jun '25
Invesco S&P Quality	71.70	0.6%	2.5%	1.9%	8.2%	7.8%	13.4%	25.4%	7.6%	77.0%	114.1%	41.3%	86.2%	New Peak	Jul '25
Rotation Factor- BlackRock	54.35	-0.2%	1.8%	4.4%	10.9%	7.0%	16.1%	30.3%	6.8%	90.8%	128.7%	50.4%	103.8%	-0.2%	Jun '25
US Min Volatility- Fidelity	63.02	0.4%	2.1%	3.2%	4.0%	5.3%	11.5%	16.1%	4.8%	46.0%	83.2%	27.6%	55.6%	New Peak	Jul '25
Derivative Income- JPMorgan	56.78	0.6%	1.5%	2.8%	2.2%	3.2%	9.7%	12.6%	3.1%	33.0%	72.5%	23.6%	41.0%	-1.2%	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	15.42	-0.06%	0.5%	0.5%	3.3%	3.7%	7.7%	12.1%	3.8%	29.8%	31.5%	26.2%	25.8%	-0.1%	Jun '25
Multistrategy- AQR	13.33	0%	0.5%	0.8%	1.1%	8.1%	8.9%	13.3%	8.3%	39.1%	78.6%	52.9%	36.6%	New Peak	Jul '25
Long Short- AQR	18.84	-0.05%	0.7%	1.2%	7.2%	17.3%	26.2%	30.5%	17.6%	102.2%	204.8%	126.0%	115.5%	-0.1%	Jun '25
Mkt Neutral- BlackRock	14.64	0.1%	0.2%	-0.9%	2.9%	8.4%	13.0%	21.4%	8.4%	56.3%	51.8%	55.0%	55.5%	-0.9%	Jun '25
Multi Strategy- Variant	26.52	0.04%	-2.0%	-1.6%	-0.9%	0.8%	5.2%	5.1%	0.9%	19.1%	42.1%	22.2%	18.0%	-2.0%	Jun '25
Long Short- First Trust	66.24	-0.06%	1.5%	1.2%	3.8%	1.2%	7.1%	18.8%	1.2%	42.4%	70.1%	33.3%	47.4%	-2.3%	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)	175.84	-0.2%	3.0%	4.2%	12.1%	-7.0%	-4.6%	36.0%	-6.9%	62.7%	140.7%	22.0%	81.3%	-14.6%	Feb '25
Meta (Communications)	719.22	-2.6%	1.5%	7.3%	23.3%	20.2%	41.6%	66.0%	23.0%	351.9%	209.8%	113.6%	467.2%	-2.6%	Jun '25
Amazon (Cyclical)	220.46	0.5%	4.0%	6.7%	12.5%	0.1%	10.2%	44.4%	0.5%	101.2%	52.6%	29.4%	95.3%	-8.9%	Feb '25
Tesla (Cyclical)	300.71	-5.3%	-8.2%	-12.3%	6.3%	-20.7%	30.0%	62.5%	-25.5%	32.3%	273.2%	-24.8%	38.4%	-37.3%	Dec '24
Procter & Gamble (Defensive)	161.22	1.2%	1.4%	-3.9%	-4.3%	-1.7%	0.8%	17.3%	-2.6%	19.0%	50.8%	7.9%	38.8%	-9.2%	Dec '24
PepsiCo (Defensive)	135.26	2.4%	5.7%	4.5%	-8.3%	-8.2%	-14.3%	-7.6%	-9.3%	-12.4%	18.2%	-13.1%	-13.0%	-25.8%	May '23
Coca-Cola (Defensive)	71.67	1.3%	2.9%	0.2%	1.2%	17.6%	16.8%	8.9%	16.8%	21.8%	85.8%	34.2%	41.2%	-2.3%	Apr '25
Exxon Mobil (Energy)	109.24	1.3%	0.8%	6.0%	-7.1%	3.7%	-1.0%	11.3%	3.4%	38.3%	211.0%	94.6%	21.8%	-10.5%	Oct '24
Chevron (Energy)	145.57	1.7%	1.6%	5.6%	-11.5%	1.5%	-2.9%	1.3%	2.9%	12.1%	105.2%	40.3%	3.2%	-14.0%	Jan '23
JPMorgan Chase (Financial)	290.41	0.2%	2.2%	9.7%	18.9%	22.4%	42.3%	44.3%	22.5%	176.4%	256.7%	97.6%	198.9%	New Peak	Jul '25
Visa (Financial)	355.47	0.12%	3.0%	-2.7%	2.8%	13.4%	33.5%	22.3%	12.9%	82.6%	88.2%	64.8%	103.7%	-4.8%	Jun '25
Mastercard (Financial)	564.61	0.5%	2.7%	-2.9%	3.3%	8.4%	27.7%	24.2%	7.6%	80.6%	92.0%	55.4%	102.2%	-4.4%	Jun '25
Bank of America (Financial)	48.15	1.8%	2.8%	9.9%	15.7%	10.0%	20.5%	33.9%	10.9%	65.3%	133.8%	14.2%	73.6%	New Peak	Jul '25
UnitedHealth (Health)	326.14	4.5%	8.0%	7.8%	-37.2%	-34.6%	-33.3%	-2.4%	-34.8%	-33.9%	18.0%	-31.4%	-31.8%	-47.0%	Nov '24
Johnson & Johnson (Health)	155.92	2.1%	2.4%	0.3%	1.2%	10.1%	10.3%	-4.8%	9.6%	-4.9%	27.5%	0.8%	4.2%	-7.6%	Apr '22
Eli Lilly (Health)	775.90	-0.5%	-2.1%	3.9%	-5.0%	0.1%	-13.8%	33.3%	0.9%	145.3%	402.1%	195.3%	144.6%	-18.7%	Aug '24
Union Pacific (Industrials)	235.57	2.4%	3.9%	7.6%	-1.2%	3.4%	6.2%	-5.1%	3.9%	16.7%	54.5%	2.5%	30.0%	-8.7%	Mar '22
Honeywell (Industrials)	238.77	2.5%	7.7%	5.9%	11.1%	7.0%	14.3%	10.0%	6.8%	45.3%	82.2%	24.3%	46.5%	New Peak	Jul '25
Apple (IT)	207.82	1.3%	3.1%	3.0%	-7.1%	-14.6%	-5.2%	30.7%	-16.8%	52.0%	134.9%	16.3%	52.4%	-19.6%	Dec '24
Microsoft (IT)	492.05	-1.1%	0.0%	6.5%	29.0%	18.0%	8.0%	12.9%	17.2%	94.4%	149.0%	51.4%	123.0%	-1.1%	Jun '25
Nvidia (IT)	153.30	-3.0%	-0.7%	11.6%	38.8%	10.9%	25.0%	171.2%	14.2%	957.1%	1500.1%	409.9%	1234.6%	-3.0%	Jun '25
Broadcom (IT)	264.74	-4.0%	0.0%	6.7%	54.2%	14.7%	61.5%	110.5%	14.8%	487.1%	845.9%	329.3%	546.1%	-4.0%	Jun '25
Adobe (IT)	392.10	1.3%	1.2%	-2.8%	1.6%	-11.1%	-30.9%	-25.5%	-11.8%	6.4%	-11.5%	-30.5%	37.0%	-43.0%	Nov '21
Oracle (IT)	218.96	0.2%	3.9%	31.5%	50.7%	32.7%	54.5%	60.0%	32.2%	222.5%	321.5%	162.0%	254.9%	New Peak	Jul '25
salesforce.com (IT)	271.91	-0.3%	1.5%	4.1%	0.5%	-17.5%	6.9%	27.8%	-18.4%	63.1%	42.5%	7.4%	92.8%	-25.8%	Dec '24
Linde PLC (Materials)	476.75	1.6%	3.6%	2.9%	1.8%	15.9%	12.2%	3.2%	14.6%	73.8%	131.0%	47.7%	81.9%	-1.1%	Oct '24
Sherwin-Williams (Materials)	355.30	3.5%	3.4%	0.0%	0.7%	7.1%	21.6%	9.9%	5.0%	55.3%	91.0%	8.2%	80.8%	-10.7%	Nov '24
American Tower (Real Estate)	224.47	1.6%	1.9%	5.7%	4.7%	26.0%	20.6%	-12.2%	24.4%	-4.2%	-2.4%	-12.6%	33.7%	-16.8%	Sep '21
Prologis Inc. (Real Estate)	106.58	1.4%	1.7%	-1.1%	-4.2%	4.1%	-2.6%	-18.1%	2.7%	-2.7%	27.7%	-28.3%	15.5%	-32.0%	Apr '22
NextEra Energy (Utilities)	73.06	5.2%	3.9%	4.1%	4.5%	3.7%	6.8%	21.5%	3.6%	-1.5%	34.1%	-12.4%	8.6%	-14.0%	Dec '21
Duke Energy (Utilities)	118.87	0.7%	2.5%	1.4%	-0.4%	12.3%	23.6%	15.6%	12.4%	22.4%	77.4%	32.1%	54.6%	-3.3%	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	15.53	-0.06%	-0.1%	1.1%	2.3%	4.1%	7.5%	4.7%	4.1%	16.2%	10.5%	3.1%	23.5%	-0.6%	Jun '25
Moderate-60% Stock	61.54	-0.05%	1.3%	3.0%	6.5%	8.1%	11.9%	10.7%	7.8%	37.5%	46.9%	16.3%	47.7%	New Peak	Jun '25
Mod Agg-80% Stock	47.79	-0.04%	0.6%	2.5%	7.7%	8.3%	12.8%	13.1%	8.2%	46.2%	63.4%	20.0%	57.7%	-0.6%	Jun '25
Aggressive-90% Stock	28.87	-0.1%	1.6%	4.1%	9.4%	9.3%	12.9%	12.6%	9.2%	48.5%	69.3%	18.9%	58.8%	-0.1%	Jun '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	106296.05	-0.8%	-1.0%	0.4%	28.9%	9.7%	71.4%	121.1%	13.8%	452.4%	1065.1%	128.8%	454.9%	-4.8%	May '25
Ethereum	2436.82	-2.0%	0.7%	-6.5%	35.7%	-29.4%	-28.7%	46.1%	-26.9%	128.5%	962.3%	-35.2%	88.2%	-49.4%	Nov '21
BNB	650.15	-1.0%	0.7%	-2.5%	10.1%	-7.9%	12.3%	124.4%	-7.3%	198.2%	4084.1%	26.9%	139.9%	-13.3%	Dec '24
Solana	148.90	-3.8%	3.8%	-5.2%	26.4%	-28.3%	-3.1%	86.5%	-21.3%	346.4%	18984.4%	-12.6%	377.8%	-43.1%	Jan '25
Bitcoin ETF	59.84	-2.2%	-2.3%	0.8%	21.1%	8.1%	69.9%	-	12.8%	-	-	-	-	-5.4%	May '25
Grayscale Bitcoin (hi fee)	82.96	-2.2%	-2.3%	0.7%	20.8%	7.4%	51.1%	113.8%	12.1%	577.2%	785.4%	142.1%	640.1%	-5.4%	May '25
Bloomberg Commodities	20.79	0.10%	0.0%	0.2%	-3.5%	4.5%	5.2%	5.5%	5.3%	-0.9%	76.2%	16.2%	0.8%	-15.4%	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	4.78	0%	-1.3%	-4.3%	5.0%	-0.4%	3.7%	19.1%	-0.1%	53.4%	234.4%	137.1%	23.0%	-68.6%	Oct '81
10yr Treasury rate	4.25	0.5%	-1.0%	-4.7%	1.3%	-7.1%	-4.2%	18.3%	-7.0%	47.1%	535.4%	161.1%	8.9%	-73.2%	Sep '81
5yr Treasury rate	3.84	1.2%	-0.1%	-4.4%	-2.8%	-12.3%	-12.6%	14.1%	-12.3%	33.2%	1206.8%	181.5%	-6.6%	-76.4%	Sep '81
13-week T-bill	4.22	0.8%	0.9%	-0.2%	0.5%	0.4%	-19.2%	-18.8%	0.4%	163.6%	3076.7%	7871.7%	19.6%	-75.4%	Dec '80
Crude Oil	65.49	0.06%	0.9%	4.8%	-8.7%	-10.4%	-20.9%	0.1%	-8.7%	-39.6%	61.1%	-13.9%	-25.0%	-54.9%	Jul '08
Gold	3349.30	0.4%	0.7%	-0.6%	6.7%	26.0%	44.2%	27.5%	27.4%	86.2%	87.7%	86.1%	100.5%	-3.4%	Jun '25
EUR/USD	1.18	-0.06%	1.0%	3.0%	8.2%	14.0%	9.8%	-6.0%	13.4%	12.6%	5.0%	3.8%	21.6%	-26.2%	Apr '08
USD/JPY	143.57	0.09%	-0.9%	0.8%	-2.9%	-9.0%	-11.1%	11.0%	-8.6%	5.7%	33.6%	24.7%	-2.2%	-11.2%	Jul '24
S&P 500 Volatility Index	16.83	0.6%	0.4%	-8.3%	-21.8%	-6.1%	39.9%	39.4%	-3.0%	-37.0%	-39.2%	1.4%	-49.9%	-79.6%	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	50.80	-0.04%	0.1%	0.8%	1.5%	3.3%	6.9%	6.5%	3.3%	18.2%	17.5%	14.1%	19.2%	New Peak	Jun '25
Interm Muni- JPMorgan	49.52	0.06%	0.3%	1.0%	0.1%	0.3%	2.0%	1.9%	0.5%	9.3%	5.2%	0.5%	11.5%	-1.0%	Feb '25
Interm Bond- Janus MSB	44.84	-0.02%	0.3%	2.0%	0.9%	4.0%	6.9%	1.5%	4.1%	6.8%	-0.3%	-1.3%	14.7%	-2.3%	Aug '21
Interm Bond- Vanguard	77.01	-0.09%	0.4%	1.7%	1.7%	5.1%	7.5%	1.6%	5.1%	8.8%	-2.7%	-1.1%	16.2%	-4.1%	Aug '20
Multisector Bond- Intrepid	8.98	0%	-0.2%	0.8%	1.5%	2.9%	8.6%	10.4%	2.9%	27.5%	49.2%	22.0%	28.2%	-0.6%	Jun '25
Int’l Bond- JPMorgan	48.54	0.2%	0.5%	1.5%	3.0%	4.9%	8.3%	3.5%	5.2%	22.3%	17.5%	10.6%	24.2%	New Peak	Jul '25
Long Bond- Vanguard	75.83	0.4%	1.4%	3.9%	0.9%	4.2%	5.8%	-1.9%	4.2%	7.3%	-12.5%	-14.0%	21.4%	-17.5%	Sep '21
Long CA Muni- PIMCO	9.19	0%	0.3%	0.8%	-0.8%	-0.7%	1.0%	2.9%	-0.6%	10.5%	5.6%	-0.9%	13.8%	-2.4%	Dec '24
Long Muni- iShares	55.62	0.04%	0.2%	0.8%	-0.3%	-1.6%	0.8%	1.6%	-1.4%	6.1%	-0.2%	-2.9%	8.3%	-3.3%	Aug '21

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BelowPeak Nov '21

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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