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S&P 500 (Large Cap)

Return

49.0%

[

9.8%

annualized]

Dec 31 2020 - Apr 01 2025

-8.9%

Below
Peak
Feb '25

DJIA (Large Value)

Return

36.5%

[

7.6%

annualized]

Dec 31 2020 - Apr 01 2025

-7.2%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

1.7%

[

0.4%

annualized]

Dec 31 2020 - Apr 01 2025

-17.8%

Below
Peak
Nov '21

Performance Range:

As of Apr 01 11:39 AM EDT 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 (Large Cap)	5597.85	-0.2%	-3.1%	-6.0%	-4.8%	-1.9%	6.8%	23.3%	-4.8%	23.1%	126.6%	16.7%	56.5%	-8.9%	Feb '25
DJIA (Large Value)	41781.82	-0.5%	-1.9%	-4.7%	-1.8%	-0.9%	5.6%	12.9%	-1.8%	20.0%	99.5%	14.2%	43.0%	-7.2%	Dec '24
Russell 2000 (Small Cap)	2007.92	-0.2%	-4.2%	-7.2%	-10.0%	-8.6%	-4.5%	10.0%	-10.0%	-4.0%	87.3%	-11.6%	19.0%	-17.8%	Nov '21
NASDAQ Comp (Tech/Growth)	17308.80	0.06%	-5.3%	-8.2%	-10.4%	-3.4%	5.6%	28.6%	-10.4%	21.4%	135.2%	9.3%	66.2%	-14.2%	Dec '24
Aggregate Bond	99.01	0.10%	0.6%	0.1%	2.8%	-0.6%	5.7%	1.3%	2.8%	1.9%	-1.6%	-3.6%	12.6%	-6.4%	Aug '20
Muni ~7yrs	105.58	0.1%	0.2%	-1.7%	-0.4%	-1.6%	1.4%	1.3%	-0.4%	4.4%	7.8%	-1.3%	9.1%	-2.0%	Dec '24
Corp Bond	108.71	0.02%	0.3%	-0.4%	2.5%	-2.1%	5.3%	0.9%	2.5%	1.0%	5.8%	-6.2%	19.0%	-8.9%	Sep '21
High Yield Bond	78.58	-0.4%	-1.0%	-1.5%	0.8%	0.8%	7.7%	8.0%	0.8%	13.5%	36.3%	8.1%	26.6%	-1.5%	Feb '25
Preferred	30.42	-1.0%	-2.9%	-4.0%	-2.2%	-6.0%	0.2%	7.2%	-2.2%	0.3%	32.4%	-6.3%	15.1%	-6.9%	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	85.66	-0.4%	-1.0%	-3.0%	2.3%	-10.0%	-5.8%	0.1%	2.3%	2.4%	120.0%	2.4%	31.4%	-11.4%	Oct '24
Consumer Discretionary/Cyclical	199.02	0.8%	-3.4%	-7.6%	-11.0%	0.2%	10.0%	26.5%	-11.0%	10.4%	121.2%	-2.6%	46.4%	-16.5%	Dec '24
Financial Services	49.47	-0.7%	-1.9%	-4.9%	2.7%	10.6%	19.9%	30.6%	2.7%	36.7%	177.8%	32.7%	70.7%	-4.9%	Feb '25
Real Estate	89.86	-0.7%	0.2%	-3.3%	1.9%	-5.3%	10.1%	4.8%	1.9%	-8.0%	66.7%	-11.2%	30.3%	-11.9%	Dec '21
Communication Services	96.16	-0.3%	-3.8%	-5.4%	-0.4%	6.9%	18.2%	34.7%	-0.4%	43.0%	137.0%	27.0%	107.1%	-8.4%	Feb '25
Energy	93.35	-0.11%	0.1%	3.4%	9.8%	5.6%	1.4%	5.6%	9.8%	35.0%	315.4%	83.6%	27.1%	-2.5%	Nov '24
Industrials	130.79	-0.2%	-2.8%	-3.8%	-0.4%	-2.7%	6.2%	17.3%	-0.4%	34.5%	151.0%	31.4%	60.6%	-8.4%	Nov '24
Technology	205.72	-0.4%	-5.8%	-8.6%	-11.4%	-6.3%	-0.8%	21.6%	-11.4%	33.1%	180.3%	20.4%	80.1%	-14.9%	Feb '25
Consumer Staples/Defensive	81.50	-0.2%	3.6%	-1.4%	4.2%	-0.2%	10.4%	12.2%	4.2%	15.2%	73.6%	15.1%	28.7%	-2.0%	Feb '25
Healthcare	143.57	-1.7%	-1.2%	-3.2%	4.8%	-5.5%	-0.4%	2.5%	4.8%	9.1%	82.3%	8.4%	22.6%	-7.6%	Sep '24
Utilities	78.80	-0.06%	2.4%	0.2%	4.8%	-1.7%	24.5%	23.3%	4.8%	14.7%	76.9%	23.0%	38.7%	-3.5%	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	116.16	-0.2%	-3.0%	-3.9%	-1.1%	-1.4%	7.5%	17.4%	-1.1%	22.0%	112.3%	15.3%	56.7%	-6.4%	Feb '25
MSCI Emerging Markets	43.69	-0.02%	-2.2%	1.1%	4.5%	-3.8%	8.7%	6.5%	4.5%	2.5%	49.1%	-4.4%	34.7%	-17.3%	Feb '21
FTSE Europe	70.11	-0.1%	-2.8%	0.3%	10.9%	1.3%	7.8%	1.9%	10.9%	23.3%	99.1%	13.0%	65.6%	-4.2%	Mar '25
MSCI Japan	67.96	-0.9%	-5.2%	-0.8%	1.3%	-3.7%	-1.1%	7.0%	1.3%	16.0%	57.7%	7.2%	46.0%	-5.4%	Sep '24
MSCI India	50.96	-1.0%	-2.1%	5.9%	-3.2%	-11.8%	-0.3%	8.6%	-3.2%	13.2%	146.1%	10.4%	26.8%	-13.3%	Sep '24
MSCI China	54.34	-0.11%	-1.2%	1.4%	16.0%	4.5%	37.7%	17.7%	16.0%	7.2%	8.6%	-6.4%	43.7%	-39.0%	Feb '21
International Bond	48.82	0.01%	0.4%	-1.2%	-0.1%	-0.4%	4.0%	3.6%	-0.1%	3.3%	1.0%	-1.5%	14.1%	-4.1%	Dec '20
iShares Latin America	23.91	1.5%	-1.4%	6.7%	14.3%	-4.0%	-9.0%	-23.1%	14.3%	-2.6%	91.6%	29.4%	16.2%	-25.2%	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	512.38	-0.3%	-3.1%	-5.9%	-4.6%	-1.3%	8.2%	25.0%	-4.6%	28.8%	144.6%	22.5%	62.3%	-8.8%	Feb '25
US Large Growth	360.74	-0.10%	-5.1%	-8.5%	-10.1%	-2.4%	7.6%	33.1%	-10.1%	32.3%	158.7%	19.8%	76.0%	-13.7%	Dec '24
US Large Value	187.03	-0.6%	-1.2%	-3.4%	1.5%	-0.1%	6.9%	14.2%	1.5%	19.4%	118.7%	18.6%	43.9%	-5.5%	Nov '24

US MidCap Blend	257.82	-0.3%	-2.2%	-4.3%	-2.0%	-0.9%	5.9%	15.7%	-2.0%	13.6%	123.0%	7.6%	43.5%	-8.6%	Nov '24
US MidCap Growth	244.26	-0.2%	-3.8%	-5.9%	-3.6%	1.5%	4.9%	16.4%	-3.6%	11.4%	108.7%	-0.5%	46.9%	-11.7%	Feb '25
US MidCap Value	159.79	-0.5%	-1.0%	-3.1%	-0.6%	-3.2%	5.7%	14.0%	-0.6%	14.0%	132.9%	14.6%	38.6%	-8.2%	Nov '24

US Small Blend	220.94	-0.4%	-3.7%	-6.6%	-7.7%	-5.2%	-1.1%	14.2%	-7.7%	8.1%	119.3%	2.1%	32.5%	-14.9%	Nov '24
US Small Growth	253.76	-0.7%	-5.8%	-8.2%	-11.7%	-9.0%	-4.8%	15.0%	-11.7%	0.4%	77.8%	-12.3%	24.5%	-22.5%	Feb '21
US Small Value	150.06	-0.6%	-3.3%	-6.6%	-8.3%	-8.0%	-2.8%	7.6%	-8.3%	-2.0%	115.5%	-4.8%	19.9%	-16.6%	Nov '24

Foreign Large Blend	81.50	-0.3%	-3.1%	-0.1%	7.8%	-0.5%	5.7%	3.5%	7.8%	19.7%	84.2%	12.3%	56.2%	-4.0%	Mar '25
Foreign Growth	99.71	-0.3%	-3.7%	-3.1%	3.0%	-6.1%	-2.1%	1.5%	3.0%	7.5%	56.6%	-5.7%	42.9%	-7.9%	Sep '21
Foreign Value	58.82	-0.2%	-2.5%	2.7%	12.1%	4.7%	13.8%	5.4%	12.1%	32.0%	110.0%	31.9%	69.2%	-3.1%	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		-0.7%	-0.5%	-1.1%	-0.4%	2.1%	5.3%	8.3%	-0.4%	20.7%	43.9%	20.5%	26.0%	-1.1%	Feb '25
Ultra Short- Janus AAA CLO	50.51		-0.4%	-0.1%	-0.4%	0.4%	2.2%	5.8%	7.4%	0.4%	17.5%	-	17.1%	19.2%	-0.4%	Mar '25
Bank Loan- Invesco	20.71		0.05%	-0.3%	-0.7%	-0.1%	2.3%	6.2%	8.2%	-0.1%	19.1%	38.7%	18.7%	24.6%	-0.7%	Feb '25
Interval CEF- Cliffwater	10.85	p	EOD	0.1%	0.5%	2.2%	4.9%	11.4%	12.6%	2.2%	29.8%	54.6%	32.3%	28.9%	New Peak	Mar '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	43.60		0.2%	-3.5%	-5.4%	-4.7%	-3.4%	5.6%	27.9%	-4.7%	46.9%	-	51.0%	66.7%	-9.6%	Jan '25
Int’l Min Volatility- Franklin	32.28		-0.3%	-1.8%	1.0%	6.2%	6.7%	14.1%	15.9%	6.2%	45.4%	124.3%	49.0%	60.0%	-1.8%	Mar '25
MidCap 30 - Hennessy (hi fee)	21.42	p	EOD	-4.0%	-6.3%	-10.0%	-7.7%	2.6%	34.6%	-10.0%	57.8%	343.0%	62.8%	67.3%	-17.7%	Nov '24
Small Value- Avantis	87.02		-0.2%	-2.6%	-5.9%	-9.5%	-7.6%	-4.8%	9.3%	-9.5%	14.4%	225.5%	14.0%	30.8%	-17.6%	Nov '24
Mid Value- Pacer Cash Cows	54.34		-0.8%	-1.9%	-4.7%	-3.4%	-5.1%	-4.7%	10.6%	-3.4%	15.6%	183.5%	22.5%	32.5%	-10.7%	Nov '24
Growth- S&P Momentum	92.49		-0.04%	-4.9%	-7.1%	-2.5%	3.2%	16.1%	45.8%	-2.5%	57.4%	182.9%	49.7%	84.0%	-10.3%	Feb '25
Invesco S&P Quality	65.79		-0.8%	-2.3%	-6.1%	-1.5%	-0.9%	10.2%	25.4%	-1.5%	37.8%	144.1%	29.4%	70.5%	-7.3%	Feb '25
Rotation Factor- BlackRock	48.61		-0.3%	-3.3%	-6.4%	-4.8%	-0.3%	10.5%	30.3%	-4.8%	45.5%	153.5%	34.1%	81.6%	-9.2%	Feb '25
US Min Volatility- Fidelity	60.39		-0.4%	-0.9%	-3.2%	0.1%	-0.3%	9.5%	16.1%	0.1%	25.6%	116.3%	21.8%	48.5%	-4.2%	Feb '25
Derivative Income- JPMorgan	56.50		-1.1%	-2.0%	-4.4%	-0.7%	-1.4%	5.5%	12.6%	-0.7%	19.8%	-	19.0%	35.8%	-4.9%	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	14.94	p	EOD	-1.3%	-0.9%	0.6%	5.1%	4.6%	12.1%	0.6%	23.4%	31.3%	22.3%	21.9%	-1.8%	Feb '25
Multistrategy- AQR	13.14	p	EOD	-0.3%	0.8%	6.7%	9.3%	8.7%	13.3%	6.7%	41.7%	-	50.7%	34.7%	-0.3%	Mar '25
Long Short- AQR	17.42	p	EOD	-1.5%	0.5%	8.7%	17.4%	23.8%	30.5%	8.7%	91.0%	186.4%	108.9%	99.2%	-1.5%	Mar '25
Mkt Neutral- BlackRock	14.18	p	EOD	0.4%	3.1%	5.0%	7.9%	16.2%	21.4%	5.0%	50.8%	56.2%	50.1%	50.6%	New Peak	Mar '25
Multi Strategy- Variant	26.74	p	EOD	-2.1%	-1.7%	-0.6%	1.6%	2.0%	5.1%	-0.6%	18.0%	41.5%	20.4%	16.3%	-2.2%	Mar '25
Long Short- First Trust	63.88		-0.3%	-0.9%	-3.6%	-2.7%	2.0%	5.7%	18.8%	-2.7%	31.2%	82.5%	28.1%	41.6%	-6.1%	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)	156.26	1.0%	-8.4%	-8.1%	-17.4%	-6.2%	1.0%	36.0%	-17.4%	12.0%	184.9%	8.3%	60.9%	-24.2%	Feb '25
Meta (Communications)	581.39	0.9%	-7.2%	-12.9%	-0.6%	1.0%	18.8%	66.0%	-0.6%	159.8%	266.0%	72.5%	358.1%	-21.0%	Feb '25
Amazon (Cyclical)	191.13	0.5%	-7.1%	-10.0%	-12.9%	3.2%	5.6%	44.4%	-12.9%	16.9%	100.4%	12.2%	69.3%	-21.0%	Feb '25
Tesla (Cyclical)	272.24	5.0%	-5.5%	-7.1%	-32.6%	5.5%	55.4%	62.5%	-32.6%	-24.7%	748.0%	-31.9%	25.3%	-43.3%	Dec '24
Procter & Gamble (Defensive)	169.96	-0.3%	4.4%	-2.2%	2.0%	-0.6%	8.5%	17.3%	2.0%	18.1%	75.9%	13.1%	45.4%	-4.8%	Dec '24
PepsiCo (Defensive)	149.03	-0.6%	2.4%	-2.0%	-1.1%	-11.5%	-11.0%	-7.6%	-1.1%	-4.1%	46.0%	-5.3%	-5.2%	-19.2%	May '23
Coca-Cola (Defensive)	71.63	0.01%	4.1%	1.3%	15.9%	1.4%	21.6%	8.9%	15.9%	24.7%	98.3%	33.2%	40.1%	-0.2%	Mar '25
Exxon Mobil (Energy)	118.55	-0.3%	1.7%	6.5%	11.2%	0.6%	4.8%	11.3%	11.2%	58.2%	300.4%	109.3%	31.0%	-3.8%	Oct '24
Chevron (Energy)	167.55	0.2%	1.0%	5.6%	17.0%	14.3%	9.9%	1.3%	17.0%	14.7%	205.0%	59.5%	17.4%	-2.2%	Jan '23
JPMorgan Chase (Financial)	242.39	-1.2%	-3.5%	-8.4%	1.6%	18.4%	24.6%	44.3%	1.6%	94.7%	231.6%	63.9%	147.9%	-13.4%	Feb '25
Visa (Financial)	343.08	-2.1%	-0.4%	-5.4%	8.7%	24.0%	24.2%	22.3%	8.7%	55.1%	132.2%	58.8%	96.3%	-5.4%	Feb '25
Mastercard (Financial)	545.09	-0.6%	0.0%	-5.4%	3.7%	10.1%	14.6%	24.2%	3.7%	52.5%	145.2%	49.8%	94.9%	-5.4%	Feb '25
Bank of America (Financial)	41.27	-1.1%	-4.6%	-9.9%	-5.5%	6.5%	12.7%	33.9%	-5.5%	9.3%	136.4%	-2.7%	47.9%	-13.0%	Feb '25
UnitedHealth (Health)	524.09	0.06%	2.1%	10.8%	4.0%	-9.4%	8.7%	-2.4%	4.0%	6.9%	137.7%	9.4%	8.9%	-15.5%	Nov '24
Johnson & Johnson (Health)	155.51	-6.2%	-3.4%	-5.8%	8.4%	-2.5%	1.7%	-4.8%	8.4%	-4.6%	38.9%	-0.3%	3.1%	-8.7%	Apr '22
Eli Lilly (Health)	801.96	-2.9%	-5.9%	-12.9%	4.1%	-9.0%	6.1%	33.3%	4.1%	181.6%	525.1%	204.6%	152.3%	-16.2%	Aug '24
Union Pacific (Industrials)	235.55	-0.3%	-0.1%	-4.5%	3.9%	-3.0%	-1.0%	-5.1%	3.9%	-2.8%	92.5%	2.5%	30.0%	-8.7%	Mar '22
Honeywell (Industrials)	212.19	0.2%	0.0%	-0.3%	-5.6%	4.0%	7.3%	10.0%	-5.6%	15.3%	81.4%	9.9%	29.5%	-9.6%	Dec '24
Apple (IT)	221.48	-0.3%	-1.0%	-8.4%	-11.5%	-1.9%	30.9%	30.7%	-11.5%	29.1%	278.8%	23.8%	62.2%	-14.4%	Dec '24
Microsoft (IT)	378.52	0.8%	-4.2%	-4.7%	-10.0%	-9.7%	-10.2%	12.9%	-10.0%	25.5%	160.0%	16.2%	71.2%	-18.6%	Jul '24
Nvidia (IT)	107.82	-0.5%	-10.7%	-13.7%	-19.7%	-7.8%	19.4%	171.2%	-19.7%	304.3%	1680.8%	258.6%	838.5%	-27.8%	Jan '25
Broadcom (IT)	165.74	-1.0%	-12.0%	-16.6%	-28.3%	-0.5%	24.2%	110.5%	-28.3%	181.8%	742.0%	168.1%	303.5%	-33.3%	Dec '24
Adobe (IT)	378.88	-1.2%	-6.1%	-13.6%	-14.8%	-24.6%	-24.5%	-25.5%	-14.8%	-17.3%	25.8%	-32.9%	32.4%	-45.0%	Nov '21
Oracle (IT)	140.34	0.4%	-8.8%	-15.5%	-15.6%	-15.6%	13.1%	60.0%	-15.6%	78.7%	210.6%	67.3%	126.7%	-26.9%	Nov '24
salesforce.com (IT)	267.92	-0.2%	-7.2%	-10.0%	-19.9%	-1.0%	-11.0%	27.8%	-19.9%	26.9%	101.0%	5.5%	89.3%	-27.1%	Dec '24
Linde PLC (Materials)	464.32	-0.3%	1.5%	-0.3%	11.3%	-1.6%	1.5%	3.2%	11.3%	49.8%	209.9%	43.4%	76.6%	-3.9%	Oct '24
Sherwin-Williams (Materials)	347.81	-0.4%	1.9%	-3.8%	2.5%	-8.2%	3.7%	9.9%	2.5%	40.1%	156.6%	5.7%	76.6%	-12.8%	Nov '24
American Tower (Real Estate)	218.41	0.4%	4.3%	6.2%	19.1%	-4.4%	17.0%	-12.2%	19.1%	-6.7%	20.3%	-16.3%	28.0%	-20.3%	Sep '21
Prologis Inc. (Real Estate)	110.36	-1.3%	1.0%	-10.2%	5.3%	-9.9%	-10.8%	-18.1%	5.3%	-27.3%	71.8%	-26.5%	18.5%	-30.3%	Apr '22
NextEra Energy (Utilities)	71.05	0.2%	3.6%	1.3%	-0.1%	-15.4%	15.3%	21.5%	-0.1%	-10.2%	46.9%	-15.5%	4.7%	-17.1%	Dec '21
Duke Energy (Utilities)	121.03	-0.8%	4.3%	3.0%	13.4%	6.1%	30.9%	15.6%	13.4%	21.1%	91.1%	33.3%	56.0%	-0.8%	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	15.13	p	EOD	-0.9%	-1.6%	0.7%	-1.4%	4.7%	4.7%	0.7%	5.2%	14.7%	-0.4%	19.4%	-1.6%	Feb '25
Moderate-60% Stock	57.55		-0.04%	-1.5%	-2.1%	0.4%	-1.2%	6.6%	10.7%	0.4%	14.3%	59.0%	8.3%	37.5%	-3.1%	Feb '25
Mod Agg-80% Stock	44.03	p	EOD	-2.2%	-2.8%	-0.3%	-1.4%	6.7%	13.1%	-0.3%	17.0%	83.6%	10.6%	45.3%	-4.6%	Feb '25
Aggressive-90% Stock	26.10	p	EOD	-2.9%	-3.6%	-1.2%	-2.6%	4.5%	12.6%	-1.2%	14.2%	93.1%	7.5%	43.5%	-6.1%	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	84849.47	2.8%	-3.0%	-1.4%	-10.1%	39.5%	21.7%	121.1%	-9.2%	83.3%	1184.3%	82.6%	342.9%	-20.1%	Jan '25
Ethereum	1907.63	4.6%	-7.7%	-13.9%	-43.1%	-22.1%	-45.6%	46.1%	-42.8%	-44.7%	1306.4%	-49.3%	47.3%	-60.4%	Nov '21
BNB	608.90	0.6%	-3.3%	0.2%	-13.8%	11.1%	5.6%	124.4%	-13.1%	36.3%	4678.8%	18.9%	124.7%	-18.8%	Dec '24
Solana	126.40	1.4%	-12.1%	-12.0%	-34.8%	-13.0%	-34.4%	86.5%	-33.2%	-6.0%	-	-25.8%	305.6%	-51.7%	Jan '25
Bitcoin ETF	48.22	3.0%	-3.8%	0.7%	-9.1%	37.3%	21.3%	-	-9.1%	-	-	-	-	-20.6%	Dec '24
Grayscale Bitcoin (hi fee)	67.06	2.9%	-3.8%	0.7%	-9.4%	36.5%	7.8%	113.8%	-9.4%	109.2%	932.5%	95.7%	498.2%	-20.8%	Dec '24
Bloomberg Commodities	21.43	-0.12%	1.1%	3.7%	8.5%	7.2%	11.3%	5.5%	8.5%	-3.6%	94.6%	19.8%	3.9%	-12.7%	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	4.52	-1.9%	-2.8%	0.2%	-5.5%	10.9%	1.3%	19.1%	-5.5%	86.6%	251.0%	124.4%	16.5%	-70.3%	Oct '81
10yr Treasury rate	4.16	-2.1%	-3.5%	-1.7%	-9.1%	11.1%	-4.0%	18.3%	-9.1%	74.9%	554.8%	155.4%	6.6%	-73.8%	Sep '81
5yr Treasury rate	3.90	-2.0%	-3.8%	-3.1%	-10.9%	10.8%	-10.0%	14.1%	-10.9%	53.1%	957.7%	185.9%	-5.1%	-76.0%	Sep '81
13-week T-bill	4.20	0.10%	0.4%	0.1%	-0.3%	-6.4%	-19.6%	-18.8%	-0.3%	739.4%	6561.9%	7818.9%	18.8%	-75.5%	Dec '80
Crude Oil	71.19	-0.4%	3.2%	2.0%	-0.7%	1.9%	-15.0%	0.1%	-0.7%	-28.3%	250.5%	-6.4%	-18.4%	-51.0%	Jul '08
Gold	3148.20	0.8%	4.1%	11.0%	19.7%	18.0%	40.8%	27.5%	19.7%	64.0%	99.5%	75.0%	88.5%	New Peak	Apr '25
EUR/USD	1.08	-0.2%	-0.1%	3.9%	3.8%	-2.4%	0.6%	-6.0%	3.8%	-2.5%	-1.4%	-5.1%	11.2%	-32.5%	Apr '08
USD/JPY	149.34	-0.5%	-1.0%	-0.4%	-4.9%	3.9%	-1.5%	11.0%	-4.9%	22.7%	39.2%	29.7%	1.8%	-7.6%	Jul '24
S&P 500 Volatility Index	22.10	-0.8%	28.9%	12.6%	27.4%	14.7%	61.9%	39.4%	27.4%	12.6%	-61.3%	33.1%	-34.2%	-73.3%	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	50.65		0%	0.2%	0.3%	1.8%	1.9%	7.0%	6.5%	1.8%	15.5%	21.8%	12.5%	17.5%	New Peak	Apr '25
Interm Muni- JPMorgan	50.03		0.05%	0.0%	-1.2%	0.3%	-1.0%	2.4%	1.9%	0.3%	6.7%	10.0%	0.3%	11.3%	-1.2%	Feb '25
Interm Bond- Janus MSB	45.24		0.09%	0.6%	0.0%	3.3%	-0.7%	6.6%	1.5%	3.3%	3.4%	3.4%	-2.1%	13.8%	-3.1%	Aug '21
Interm Bond- Vanguard	76.61		0.05%	0.6%	0.3%	3.2%	-0.7%	6.3%	1.6%	3.2%	3.4%	0.5%	-2.9%	14.0%	-5.9%	Aug '20
Multisector Bond- Intrepid	8.95	p	EOD	-1.1%	-1.4%	0.5%	2.2%	8.3%	10.4%	0.5%	19.1%	53.2%	19.2%	25.3%	-1.5%	Feb '25
Int’l Bond- JPMorgan	47.78		-0.2%	-0.1%	-0.6%	1.9%	0.5%	5.4%	3.5%	1.9%	10.6%	21.8%	7.1%	20.3%	-0.6%	Feb '25
Long Bond- Vanguard	76.02		0.1%	0.4%	-1.3%	2.5%	-4.6%	3.8%	-1.9%	2.5%	-7.1%	-1.2%	-15.4%	19.4%	-18.9%	Sep '21
Long CA Muni- PIMCO	9.30	p	EOD	-0.3%	-2.0%	-0.3%	-1.9%	2.0%	2.9%	-0.3%	6.4%	11.6%	-0.7%	14.1%	-2.2%	Dec '24
Long Muni- iShares	56.35		0.12%	0.0%	-1.7%	-1.2%	-1.8%	1.0%	1.6%	-1.2%	3.9%	5.3%	-2.6%	8.7%	-3.0%	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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Dec '24

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