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S&P 500 (Large Cap)

Return

51.0%

[

10.2%

annualized]

Dec 31 2020 - Apr 02 2025

-7.7%

Below
Peak
Feb '25

DJIA (Large Value)

Return

38.0%

[

7.9%

annualized]

Dec 31 2020 - Apr 02 2025

-6.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

3.6%

[

0.8%

annualized]

Dec 31 2020 - Apr 02 2025

-16.3%

Below
Peak
Nov '21

Performance Range:

As of Apr 02 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)	5670.97	0.7%	-0.4%	-3.1%	-4.6%	-0.5%	8.8%	23.3%	-3.6%	24.8%	127.9%	18.2%	58.5%	-7.7%	Feb '25
DJIA (Large Value)	42225.32	0.6%	-0.2%	-2.2%	-1.2%	0.5%	7.9%	12.9%	-0.7%	21.3%	100.6%	15.4%	44.6%	-6.2%	Dec '24
Russell 2000 (Small Cap)	2045.36	1.6%	-1.0%	-2.7%	-9.8%	-6.2%	-1.5%	10.0%	-8.3%	-2.2%	94.4%	-10.0%	21.2%	-16.3%	Nov '21
NASDAQ Comp (Tech/Growth)	17601.05	0.9%	-1.1%	-4.1%	-10.3%	-1.8%	8.1%	28.6%	-8.9%	23.4%	138.7%	11.2%	69.0%	-12.8%	Dec '24
Aggregate Bond	98.85	-0.11%	1.0%	0.0%	3.1%	0.2%	6.2%	1.6%	3.0%	2.4%	-1.4%	-3.1%	13.1%	-5.9%	Aug '20
Muni ~7yrs	105.28	-0.2%	0.8%	-1.6%	-0.4%	-1.4%	1.7%	1.3%	-0.4%	4.4%	7.9%	-1.3%	9.1%	-2.0%	Dec '24
Corp Bond	108.91	0.2%	1.4%	-0.2%	3.3%	-0.7%	6.0%	0.9%	3.1%	1.6%	6.6%	-5.6%	19.6%	-8.4%	Sep '21
High Yield Bond	78.85	0.2%	0.4%	-0.4%	1.3%	1.8%	8.7%	8.0%	1.7%	14.4%	39.3%	9.0%	27.6%	-0.7%	Feb '25
Preferred	30.60	0.3%	-0.8%	-2.4%	-2.9%	-5.0%	1.8%	7.2%	-1.0%	1.5%	34.3%	-5.2%	16.4%	-5.9%	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	87.01	0.8%	0.4%	0.5%	5.1%	-7.2%	-4.5%	0.1%	3.9%	4.0%	125.6%	4.0%	33.5%	-10.0%	Oct '24
Consumer Discretionary/Cyclical	203.31	1.9%	0.0%	-3.8%	-9.7%	4.4%	14.0%	26.5%	-9.1%	12.7%	129.1%	-0.6%	49.6%	-14.7%	Dec '24
Financial Services	50.16	0.8%	0.0%	-2.7%	3.6%	12.6%	22.3%	30.6%	4.2%	38.6%	180.4%	34.6%	73.1%	-3.5%	Feb '25
Real Estate	91.13	0.6%	1.4%	-2.4%	2.9%	-2.7%	12.9%	4.8%	3.4%	-6.7%	70.9%	-9.9%	32.2%	-10.6%	Dec '21
Communication Services	96.85	0.4%	-1.8%	-3.8%	-0.8%	8.4%	18.3%	34.7%	0.3%	44.1%	140.5%	27.9%	108.6%	-7.8%	Feb '25
Energy	94.13	0.1%	1.4%	8.0%	8.5%	3.6%	0.1%	5.6%	10.7%	36.2%	287.8%	85.1%	28.1%	-1.7%	Nov '24
Industrials	133.05	0.9%	0.1%	-0.7%	0.6%	-0.3%	8.0%	17.3%	1.3%	36.8%	155.4%	33.6%	63.4%	-6.8%	Nov '24
Technology	209.53	0.7%	-0.9%	-4.0%	-11.0%	-5.6%	1.7%	21.6%	-9.7%	35.6%	183.3%	22.6%	83.4%	-13.3%	Feb '25
Consumer Staples/Defensive	81.55	-0.3%	0.9%	-1.8%	4.7%	1.7%	12.3%	12.2%	4.3%	15.3%	68.1%	15.1%	28.8%	-1.9%	Feb '25
Healthcare	144.30	0.7%	-0.5%	-3.2%	4.2%	-4.0%	1.8%	2.5%	5.3%	9.7%	79.9%	9.0%	23.2%	-7.1%	Sep '24
Utilities	79.42	0.5%	2.6%	0.8%	3.8%	-1.0%	25.7%	23.3%	5.7%	15.6%	79.3%	23.9%	39.7%	-2.8%	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	117.40	0.5%	-0.7%	-1.8%	-0.9%	0.0%	9.1%	17.4%	-0.1%	23.3%	113.6%	16.5%	58.3%	-5.4%	Feb '25
MSCI Emerging Markets	43.90	0.1%	-1.6%	2.5%	4.2%	-4.1%	8.8%	6.5%	5.0%	3.0%	47.8%	-3.9%	35.3%	-16.9%	Feb '21
FTSE Europe	70.62	0.3%	-0.9%	-0.3%	11.8%	3.5%	8.7%	1.9%	11.7%	24.2%	100.9%	13.8%	66.8%	-3.5%	Mar '25
MSCI Japan	68.22	0.03%	-3.4%	-1.4%	1.4%	-2.3%	-0.9%	7.0%	1.7%	16.5%	59.9%	7.6%	46.5%	-5.1%	Sep '24
MSCI India	51.56	1.0%	-0.4%	7.9%	-3.4%	-9.4%	0.5%	8.6%	-2.1%	14.6%	152.6%	11.7%	28.3%	-12.3%	Sep '24
MSCI China	54.16	-0.7%	-3.0%	2.6%	16.7%	0.4%	37.3%	17.7%	15.6%	6.9%	6.3%	-6.8%	43.2%	-39.2%	Feb '21
International Bond	48.82	-0.02%	0.6%	-0.8%	0.3%	0.4%	4.1%	3.6%	0.2%	3.5%	1.2%	-1.3%	14.3%	-3.9%	Dec '20
iShares Latin America	23.96	0.3%	-0.6%	7.4%	14.8%	-3.3%	-9.6%	-23.1%	14.6%	-2.4%	95.1%	29.7%	16.5%	-25.0%	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	518.91	0.6%	-0.4%	-3.0%	-4.4%	0.1%	10.2%	25.0%	-3.4%	30.5%	145.7%	24.1%	64.4%	-7.6%	Feb '25
US Large Growth	366.86	0.8%	-0.9%	-4.6%	-9.8%	-0.8%	10.1%	33.1%	-8.5%	34.6%	162.3%	21.8%	78.9%	-12.2%	Dec '24
US Large Value	189.13	0.7%	0.2%	-1.3%	1.8%	1.4%	8.7%	14.2%	2.6%	20.7%	119.4%	19.9%	45.5%	-4.4%	Nov '24

US MidCap Blend	261.90	0.9%	0.4%	-1.4%	-1.5%	1.0%	8.3%	15.7%	-0.4%	15.4%	128.2%	9.3%	45.8%	-7.2%	Nov '24
US MidCap Growth	248.90	1.1%	0.0%	-2.1%	-3.9%	3.2%	7.8%	16.4%	-1.7%	13.5%	113.0%	1.4%	49.7%	-10.0%	Feb '25
US MidCap Value	161.98	0.8%	0.6%	-0.9%	0.4%	-1.1%	7.8%	14.0%	0.8%	15.6%	139.9%	16.1%	40.5%	-6.9%	Nov '24

US Small Blend	226.03	1.6%	0.0%	-2.1%	-6.8%	-2.6%	2.3%	14.2%	-5.6%	10.6%	128.9%	4.5%	35.6%	-12.9%	Nov '24
US Small Growth	260.51	1.9%	-1.0%	-2.5%	-11.5%	-5.9%	-0.9%	15.0%	-9.4%	3.1%	84.8%	-10.0%	27.8%	-20.4%	Feb '21
US Small Value	152.94	1.3%	-0.9%	-2.7%	-7.4%	-5.4%	0.2%	7.6%	-6.5%	-0.1%	125.9%	-3.0%	22.3%	-15.0%	Nov '24

Foreign Large Blend	82.04	0.2%	-1.4%	-0.5%	8.4%	1.3%	6.6%	3.5%	8.5%	20.5%	86.1%	13.1%	57.2%	-3.4%	Mar '25
Foreign Growth	100.62	0.5%	-1.3%	-3.1%	3.7%	-4.1%	-0.5%	1.5%	3.9%	8.5%	57.8%	-4.9%	44.2%	-7.0%	Sep '21
Foreign Value	59.07	0.12%	-1.4%	1.8%	12.4%	6.3%	13.7%	5.4%	12.6%	32.6%	111.8%	32.4%	69.9%	-2.7%	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	23.91	-0.06%	0.0%	-0.6%	-0.1%	2.5%	5.8%	8.3%	0.1%	21.3%	42.2%	21.0%	26.6%	-0.7%	Feb '25
Ultra Short- Janus AAA CLO	50.53	0.02%	0.3%	0.2%	0.9%	2.7%	6.3%	7.4%	1.0%	18.1%	-	17.7%	19.9%	New Peak	Apr '25
Bank Loan- Invesco	20.73	0%	-0.2%	-0.2%	-0.1%	2.4%	6.4%	8.2%	0.0%	19.2%	41.6%	18.8%	24.7%	-0.6%	Feb '25
Interval CEF- Cliffwater	10.57	-2.6%	-2.6%	-2.2%	-0.6%	2.2%	8.5%	12.6%	-0.5%	26.5%	50.7%	28.9%	25.6%	-2.6%	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	43.97	0.7%	-0.5%	-2.7%	-5.4%	-2.6%	6.7%	27.9%	-3.9%	48.2%	-	52.2%	68.2%	-8.9%	Jan '25
Int’l Min Volatility- Franklin	32.27	-0.5%	-1.4%	0.7%	5.9%	7.3%	14.5%	15.9%	6.2%	45.4%	114.8%	49.0%	60.0%	-1.8%	Mar '25
MidCap 30 - Hennessy (hi fee)	21.96	1.9%	-0.2%	-1.8%	-9.1%	-5.6%	4.7%	34.6%	-7.7%	61.7%	368.1%	66.9%	71.6%	-15.7%	Nov '24
Small Value- Avantis	88.88	1.6%	-0.1%	-1.3%	-8.3%	-5.1%	-2.1%	9.3%	-7.6%	16.8%	238.4%	16.4%	33.6%	-15.8%	Nov '24
Mid Value- Pacer Cash Cows	54.90	0.5%	-0.4%	-1.7%	-3.3%	-4.3%	-3.6%	10.6%	-2.4%	16.8%	191.1%	23.7%	33.9%	-9.8%	Nov '24
Growth- S&P Momentum	94.14	1.0%	-0.3%	-3.4%	-2.7%	4.7%	18.2%	45.8%	-0.7%	60.2%	183.5%	52.4%	87.3%	-8.7%	Feb '25
Invesco S&P Quality	66.44	0.4%	-0.8%	-4.2%	-1.1%	0.4%	11.8%	25.4%	-0.6%	39.2%	141.3%	30.6%	72.2%	-6.4%	Feb '25
Rotation Factor- BlackRock	49.16	0.5%	-0.6%	-3.6%	-4.7%	0.5%	11.9%	30.3%	-3.7%	47.1%	156.2%	35.6%	83.7%	-8.2%	Feb '25
US Min Volatility- Fidelity	60.85	0.3%	0.0%	-1.8%	0.7%	1.0%	11.3%	16.1%	0.8%	26.6%	116.0%	22.7%	49.7%	-3.5%	Feb '25
Derivative Income- JPMorgan	57.00	0.4%	0.1%	-2.2%	0.1%	0.5%	7.6%	12.6%	0.9%	21.8%	-	20.9%	38.0%	-3.3%	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	14.93	0.1%	-1.2%	-0.5%	0.8%	5.1%	4.7%	12.1%	0.5%	23.3%	34.6%	22.2%	21.8%	-1.8%	Feb '25
Multistrategy- AQR	13.19	-0.08%	0.6%	1.2%	6.8%	10.3%	8.6%	13.3%	7.1%	42.2%	-	51.3%	35.2%	-0.1%	Apr '25
Long Short- AQR	17.57	0.5%	0.1%	1.6%	8.7%	18.5%	23.2%	30.5%	9.7%	92.6%	187.0%	110.7%	101.0%	-0.6%	Mar '25
Mkt Neutral- BlackRock	14.23	0.07%	1.2%	3.0%	4.6%	8.3%	14.8%	21.4%	5.4%	51.3%	56.2%	50.6%	51.2%	New Peak	Apr '25
Multi Strategy- Variant	26.75	0%	-2.1%	-1.7%	-0.7%	1.6%	2.0%	5.1%	-0.6%	18.0%	41.4%	20.5%	16.4%	-2.1%	Mar '25
Long Short- First Trust	64.01	0%	-0.1%	-1.7%	-3.7%	1.7%	5.8%	18.8%	-2.5%	31.4%	82.5%	28.4%	41.9%	-5.9%	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)	157.04	-0.02%	-3.2%	-5.9%	-18.0%	-5.1%	1.9%	36.0%	-16.9%	12.6%	188.8%	8.8%	61.7%	-23.8%	Feb '25
Meta (Communications)	583.93	-0.4%	-3.1%	-10.8%	-3.3%	0.4%	15.7%	66.0%	-0.2%	160.9%	280.5%	73.3%	360.1%	-20.7%	Feb '25
Amazon (Cyclical)	196.01	2.0%	-2.7%	-4.4%	-12.6%	7.7%	7.5%	44.4%	-10.7%	19.8%	105.6%	15.0%	73.6%	-19.0%	Feb '25
Tesla (Cyclical)	282.76	5.3%	3.5%	-0.7%	-31.1%	17.5%	67.9%	62.5%	-30.0%	-21.8%	783.6%	-29.3%	30.2%	-41.1%	Dec '24
Procter & Gamble (Defensive)	169.50	-0.6%	0.5%	-3.5%	3.3%	0.8%	11.2%	17.3%	1.7%	17.8%	66.7%	12.7%	45.1%	-5.1%	Dec '24
PepsiCo (Defensive)	149.12	-0.4%	-0.4%	-3.6%	0.5%	-10.0%	-9.2%	-7.6%	-1.1%	-4.0%	38.5%	-5.2%	-5.1%	-19.1%	May '23
Coca-Cola (Defensive)	71.33	-0.8%	0.8%	-0.6%	16.4%	2.7%	22.8%	8.9%	15.4%	24.1%	89.8%	32.6%	39.5%	-0.8%	Apr '25
Exxon Mobil (Energy)	118.67	-0.3%	0.7%	10.1%	11.0%	-1.5%	2.8%	11.3%	11.3%	58.4%	283.7%	109.5%	31.1%	-3.7%	Oct '24
Chevron (Energy)	166.47	-1.2%	-0.1%	8.7%	13.8%	12.4%	8.2%	1.3%	16.2%	13.9%	176.6%	58.5%	16.6%	-2.8%	Jan '23
JPMorgan Chase (Financial)	245.82	0.9%	-0.9%	-5.7%	1.6%	21.1%	26.8%	44.3%	3.1%	97.4%	234.1%	66.2%	151.5%	-12.2%	Feb '25
Visa (Financial)	346.33	-0.01%	-1.0%	-4.3%	10.2%	25.5%	26.0%	22.3%	9.8%	56.6%	136.3%	60.3%	98.1%	-4.5%	Feb '25
Mastercard (Financial)	547.38	-0.2%	-1.8%	-4.8%	5.1%	10.9%	15.3%	24.2%	4.1%	53.1%	137.5%	50.4%	95.8%	-5.0%	Feb '25
Bank of America (Financial)	41.85	0.9%	-1.7%	-7.6%	-6.0%	7.9%	14.5%	33.9%	-4.2%	10.9%	136.6%	-1.3%	50.0%	-11.8%	Feb '25
UnitedHealth (Health)	523.20	0.02%	1.5%	12.5%	2.4%	-11.0%	15.6%	-2.4%	3.9%	6.7%	145.4%	9.2%	8.7%	-15.6%	Nov '24
Johnson & Johnson (Health)	155.36	1.4%	-4.8%	-7.1%	8.6%	-1.6%	3.9%	-4.8%	8.3%	-4.7%	33.2%	-0.4%	3.0%	-8.7%	Apr '22
Eli Lilly (Health)	818.22	1.6%	-0.4%	-12.0%	4.8%	-7.3%	6.1%	33.3%	6.2%	187.4%	522.9%	210.8%	157.4%	-14.5%	Aug '24
Union Pacific (Industrials)	238.46	0.5%	1.1%	-3.0%	3.6%	0.2%	0.9%	-5.1%	5.1%	-1.6%	91.9%	3.7%	31.6%	-7.6%	Mar '22
Honeywell (Industrials)	215.99	1.2%	0.8%	1.9%	-4.1%	7.6%	11.4%	10.0%	-3.9%	17.4%	87.9%	11.9%	31.8%	-8.0%	Dec '24
Apple (IT)	223.89	0.3%	0.0%	-5.9%	-7.9%	-0.6%	32.6%	30.7%	-10.5%	30.5%	282.2%	25.2%	64.0%	-13.5%	Dec '24
Microsoft (IT)	382.14	-0.01%	-2.2%	-1.6%	-9.6%	-7.9%	-8.4%	12.9%	-9.2%	26.7%	159.5%	17.4%	72.9%	-17.8%	Jul '24
Nvidia (IT)	110.42	0.2%	-0.9%	-3.2%	-23.6%	-10.1%	24.2%	171.2%	-17.8%	314.0%	1717.5%	267.2%	861.2%	-26.1%	Jan '25
Broadcom (IT)	172.09	2.1%	0.1%	-7.9%	-25.8%	0.7%	27.8%	110.5%	-25.5%	192.6%	734.6%	178.4%	319.0%	-30.8%	Dec '24
Adobe (IT)	385.78	0.7%	-2.6%	-12.5%	-10.4%	-23.4%	-22.4%	-25.5%	-13.2%	-15.8%	31.4%	-31.6%	34.8%	-44.0%	Nov '21
Oracle (IT)	145.86	2.8%	0.1%	-10.0%	-12.1%	-12.2%	16.8%	60.0%	-12.3%	85.7%	218.3%	73.9%	135.6%	-24.0%	Nov '24
salesforce.com (IT)	271.54	0.5%	-2.3%	-7.3%	-18.4%	-3.2%	-10.5%	27.8%	-18.8%	28.6%	103.3%	6.9%	91.9%	-26.1%	Dec '24
Linde PLC (Materials)	469.74	0.6%	1.1%	2.0%	14.0%	0.6%	2.8%	3.2%	12.6%	51.6%	211.1%	45.0%	78.7%	-2.8%	Oct '24
Sherwin-Williams (Materials)	353.66	0.9%	2.3%	-0.9%	5.3%	-4.8%	6.7%	9.9%	4.3%	42.5%	164.0%	7.5%	79.6%	-11.3%	Nov '24
American Tower (Real Estate)	217.90	-0.7%	1.8%	4.0%	19.4%	-3.4%	17.1%	-12.2%	18.8%	-7.0%	11.5%	-16.5%	27.7%	-20.5%	Sep '21
Prologis Inc. (Real Estate)	112.34	0.8%	1.4%	-8.3%	7.3%	-6.3%	-7.9%	-18.1%	7.2%	-25.9%	74.1%	-25.2%	20.6%	-29.0%	Apr '22
NextEra Energy (Utilities)	70.48	-0.6%	0.6%	-1.6%	-1.3%	-15.9%	15.9%	21.5%	-0.9%	-10.9%	43.5%	-16.2%	3.9%	-17.7%	Dec '21
Duke Energy (Utilities)	120.39	-0.6%	2.3%	1.4%	12.7%	6.0%	30.3%	15.6%	12.8%	20.4%	94.0%	32.6%	55.2%	-1.3%	Mar '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	15.18	0.07%	-0.3%	-1.2%	0.9%	-0.6%	5.3%	4.7%	1.0%	5.5%	15.0%	0.0%	19.8%	-1.2%	Feb '25
Moderate-60% Stock	57.76	0.03%	-0.3%	-1.2%	0.5%	-0.2%	7.2%	10.7%	0.8%	14.7%	59.1%	8.7%	38.0%	-2.7%	Feb '25
Mod Agg-80% Stock	44.38	0.5%	-0.4%	-1.2%	-0.2%	-0.2%	7.8%	13.1%	0.5%	17.9%	85.0%	11.5%	46.4%	-3.9%	Feb '25
Aggressive-90% Stock	26.38	0.6%	-0.6%	-1.5%	-1.0%	-1.2%	5.8%	12.6%	-0.2%	15.4%	95.2%	8.6%	45.1%	-5.1%	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	83601.80	-1.8%	-4.1%	-2.9%	-14.8%	37.6%	26.7%	121.1%	-10.5%	80.0%	1141.6%	80.0%	336.4%	-21.2%	Jan '25
Ethereum	1823.97	-4.3%	-8.9%	-15.0%	-49.4%	-22.4%	-44.9%	46.1%	-45.3%	-48.2%	1183.7%	-51.5%	40.9%	-62.1%	Nov '21
BNB	601.54	-1.6%	-5.6%	4.6%	-15.7%	10.5%	7.0%	124.4%	-14.2%	33.6%	4398.1%	17.5%	122.0%	-19.8%	Dec '24
Solana	119.65	-5.5%	-13.5%	-15.7%	-45.0%	-12.5%	-35.4%	86.5%	-36.8%	-12.5%	-	-29.7%	283.9%	-54.3%	Jan '25
Bitcoin ETF	49.41	2.3%	-0.1%	1.0%	-11.7%	42.3%	31.6%	-	-6.9%	-	-	-	-	-18.6%	Dec '24
Grayscale Bitcoin (hi fee)	68.70	2.3%	-0.1%	1.0%	-11.9%	41.4%	17.2%	113.8%	-7.2%	114.4%	818.4%	100.5%	512.8%	-18.9%	Dec '24
Bloomberg Commodities	21.55	0.5%	1.4%	4.0%	9.6%	6.6%	9.5%	5.5%	9.1%	-3.1%	92.4%	20.4%	4.5%	-12.3%	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	4.55	0.8%	-3.7%	2.0%	-5.4%	8.9%	1.0%	19.1%	-4.9%	87.8%	275.0%	125.8%	17.2%	-70.1%	Oct '81
10yr Treasury rate	4.20	1.0%	-4.0%	0.4%	-8.7%	9.0%	-3.7%	18.3%	-8.2%	76.5%	614.8%	157.7%	7.5%	-73.5%	Sep '81
5yr Treasury rate	3.95	1.0%	-3.6%	-1.0%	-10.4%	8.7%	-8.9%	14.1%	-9.8%	55.0%	976.6%	189.5%	-3.9%	-75.7%	Sep '81
13-week T-bill	4.20	0.07%	0.4%	0.2%	0.2%	-5.9%	-19.3%	-18.8%	-0.1%	740.6%	7146.6%	7830.2%	19.0%	-75.5%	Dec '80
Crude Oil	69.79	-2.7%	-0.2%	2.1%	-5.6%	-5.3%	-18.3%	0.1%	-2.7%	-29.7%	146.3%	-8.3%	-20.0%	-52.0%	Jul '08
Gold	3178.30	1.2%	3.9%	10.0%	20.2%	19.6%	38.5%	27.5%	20.9%	65.6%	94.5%	76.6%	90.3%	New Peak	Apr '25
EUR/USD	1.09	0.6%	1.6%	4.8%	6.3%	-1.1%	0.7%	-6.0%	4.9%	-1.2%	0.6%	-4.0%	12.4%	-31.7%	Apr '08
USD/JPY	147.71	-0.4%	-1.8%	-2.0%	-6.1%	0.6%	-2.6%	11.0%	-5.9%	20.5%	36.8%	28.3%	0.7%	-8.6%	Jul '24
S&P 500 Volatility Index	21.51	-1.2%	15.1%	-5.6%	33.4%	5.0%	50.1%	39.4%	24.0%	9.6%	-54.0%	29.6%	-35.9%	-74.0%	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	50.63	-0.04%	0.1%	0.2%	1.7%	2.0%	6.8%	6.5%	1.7%	15.5%	21.4%	12.4%	17.4%	New Peak	Apr '25
Interm Muni- JPMorgan	49.93	-0.2%	0.8%	-1.1%	0.3%	-0.8%	2.8%	1.9%	0.4%	6.8%	10.4%	0.4%	11.4%	-1.1%	Feb '25
Interm Bond- Janus MSB	45.04	-0.4%	0.9%	-0.2%	3.3%	0.0%	6.5%	1.5%	3.2%	3.4%	1.7%	-2.2%	13.7%	-3.1%	Aug '21
Interm Bond- Vanguard	76.51	-0.03%	1.1%	0.3%	3.5%	0.2%	6.5%	1.6%	3.4%	3.6%	0.7%	-2.7%	14.3%	-5.7%	Aug '20
Multisector Bond- Intrepid	8.96	0%	-0.1%	-0.6%	1.1%	3.1%	9.3%	10.4%	1.3%	20.1%	54.8%	20.2%	26.3%	-0.7%	Feb '25
Int’l Bond- JPMorgan	47.68	-0.13%	0.4%	-0.4%	1.8%	1.1%	5.6%	3.5%	2.1%	10.9%	22.9%	7.4%	20.6%	-0.4%	Feb '25
Long Bond- Vanguard	76.23	0.4%	2.1%	-1.0%	3.6%	-2.8%	4.8%	-1.9%	3.3%	-6.4%	-0.3%	-14.8%	20.3%	-18.3%	Sep '21
Long CA Muni- PIMCO	9.33	0%	0.9%	-1.7%	-0.1%	-1.4%	2.9%	2.9%	0.0%	6.7%	12.0%	-0.4%	14.5%	-1.9%	Dec '24
Long Muni- iShares	56.20	-0.12%	0.7%	-1.6%	-1.1%	-1.9%	1.6%	1.6%	-1.2%	3.9%	5.4%	-2.6%	8.7%	-3.0%	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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Dec '24

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