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S&P 500 (Large Cap)

Return

49.5%

[

10.0%

annualized]

Dec 31 2020 - Mar 18 2025

-8.6%

Below
Peak
Feb '25

DJIA (Large Value)

Return

35.9%

[

7.5%

annualized]

Dec 31 2020 - Mar 18 2025

-7.6%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

3.8%

[

0.9%

annualized]

Dec 31 2020 - Mar 18 2025

-16.1%

Below
Peak
Nov '21

Performance Range:

As of Mar 18 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)	5614.66	-1.1%	0.3%	-8.6%	-4.3%	-1.7%	8.4%	23.3%	-4.5%	25.8%	133.0%	17.1%	57.0%	-8.6%	Feb '25
DJIA (Large Value)	41581.31	-0.6%	0.6%	-6.8%	-1.8%	-1.1%	6.3%	12.9%	-2.3%	19.6%	107.0%	13.7%	42.3%	-7.6%	Dec '24
Russell 2000 (Small Cap)	2049.94	-0.9%	1.2%	-10.2%	-7.7%	-9.0%	0.7%	10.0%	-8.1%	-1.7%	93.6%	-9.8%	21.5%	-16.1%	Nov '21
NASDAQ Comp (Tech/Growth)	17504.12	-1.7%	-0.8%	-12.7%	-9.6%	-2.8%	8.3%	28.6%	-9.4%	26.0%	144.8%	10.6%	68.0%	-13.2%	Dec '24
Aggregate Bond	98.51	0.10%	0.3%	1.4%	2.5%	-1.2%	5.2%	1.3%	2.3%	0.2%	3.3%	-4.1%	12.0%	-6.8%	Aug '20
Muni ~7yrs	105.95	0.09%	0.2%	-0.5%	0.7%	-0.8%	1.3%	1.3%	0.0%	3.5%	17.5%	-0.9%	9.5%	-1.6%	Dec '24
Corp Bond	108.43	0.2%	0.7%	1.1%	2.5%	-2.3%	5.0%	0.9%	2.2%	0.3%	22.2%	-6.4%	18.7%	-9.2%	Sep '21
High Yield Bond	78.93	-0.2%	0.0%	-0.6%	2.0%	1.3%	8.5%	8.5%	1.3%	14.2%	44.5%	9.2%	27.8%	-1.0%	Feb '25
Preferred	31.20	-0.2%	0.6%	-1.1%	0.2%	-3.7%	2.8%	7.2%	0.3%	3.4%	51.1%	-3.9%	18.0%	-4.6%	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	86.91	-0.2%	2.3%	-3.3%	3.4%	-7.4%	-2.7%	0.1%	3.3%	7.4%	128.0%	3.4%	32.7%	-10.5%	Oct '24
Consumer Discretionary/Cyclical	193.50	-1.8%	-2.0%	-14.5%	-15.1%	-1.5%	7.8%	26.5%	-13.8%	9.1%	123.2%	-5.6%	42.0%	-19.0%	Dec '24
Financial Services	49.03	-0.12%	2.8%	-6.1%	3.0%	8.2%	20.8%	30.6%	1.4%	32.8%	175.8%	31.1%	68.6%	-6.1%	Feb '25
Real Estate	91.23	-0.5%	1.2%	-1.0%	4.9%	-5.4%	11.3%	4.8%	2.4%	-3.5%	74.0%	-10.8%	31.0%	-11.5%	Dec '21
Communication Services	95.91	-1.4%	-1.0%	-8.6%	-1.3%	8.5%	19.9%	34.7%	-0.9%	44.8%	138.6%	26.3%	106.0%	-8.9%	Feb '25
Energy	91.34	0.2%	4.1%	-0.7%	10.5%	4.4%	1.6%	5.6%	6.6%	38.1%	344.7%	78.3%	23.4%	-5.3%	Nov '24
Industrials	131.88	-0.8%	1.4%	-5.0%	0.2%	-0.9%	8.5%	17.3%	0.1%	34.8%	164.8%	32.1%	61.5%	-7.9%	Nov '24
Technology	212.15	-1.5%	0.2%	-12.4%	-8.6%	-4.8%	2.8%	21.6%	-8.8%	40.3%	196.6%	24.0%	85.4%	-12.4%	Feb '25
Consumer Staples/Defensive	79.75	-1.1%	0.1%	-2.2%	0.9%	-2.3%	7.5%	12.2%	1.5%	16.4%	68.9%	12.0%	25.3%	-4.6%	Feb '25
Healthcare	146.84	0.05%	1.5%	0.3%	8.2%	-5.0%	2.0%	2.5%	6.7%	12.4%	93.3%	10.5%	24.9%	-5.8%	Sep '24
Utilities	78.65	-0.7%	1.9%	-2.0%	5.4%	2.3%	26.2%	23.3%	3.9%	22.0%	77.6%	21.9%	37.4%	-4.4%	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	117.77	-0.7%	1.1%	-5.0%	0.5%	0.5%	10.3%	17.4%	0.2%	25.6%	125.0%	16.9%	58.8%	-5.1%	Feb '25
MSCI Emerging Markets	45.11	-0.5%	2.6%	1.1%	7.1%	4.8%	13.7%	6.5%	7.9%	7.1%	61.6%	-1.3%	39.1%	-14.6%	Feb '21
FTSE Europe	73.50	0.4%	2.7%	5.3%	15.9%	4.9%	13.9%	1.9%	15.8%	29.5%	127.5%	18.0%	72.9%	New Peak	Mar '25
MSCI Japan	70.89	-0.3%	2.0%	1.8%	6.8%	1.1%	2.3%	7.0%	5.6%	20.3%	72.0%	11.8%	52.3%	-1.4%	Sep '24
MSCI India	49.88	0.9%	2.4%	0.2%	-7.2%	-13.5%	0.2%	8.6%	-5.2%	12.5%	135.8%	8.1%	24.2%	-15.1%	Sep '24
MSCI China	58.36	-0.5%	4.9%	8.6%	24.9%	39.5%	49.2%	17.7%	24.5%	14.5%	22.1%	0.5%	54.3%	-34.5%	Feb '21
International Bond	48.57	0.06%	0.3%	-0.7%	-0.5%	-0.2%	3.7%	3.6%	-0.6%	1.9%	2.6%	-2.0%	13.5%	-4.6%	Dec '20
iShares Latin America	24.27	-0.08%	6.9%	1.3%	15.5%	-3.6%	-6.5%	-23.1%	16.1%	8.7%	94.1%	31.4%	18.0%	-24.1%	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	515.91	-1.1%	0.4%	-8.5%	-4.0%	-1.1%	9.9%	25.0%	-4.3%	31.7%	151.9%	22.9%	62.9%	-8.5%	Feb '25
US Large Growth	363.46	-1.8%	-1.1%	-12.6%	-9.7%	-2.3%	9.1%	33.1%	-9.4%	36.7%	169.3%	20.7%	77.3%	-13.1%	Dec '24
US Large Value	187.13	-0.4%	2.2%	-4.2%	2.6%	0.4%	9.4%	14.2%	1.5%	20.9%	124.4%	18.6%	44.0%	-5.5%	Nov '24

US MidCap Blend	259.17	-0.7%	1.7%	-6.6%	-1.3%	-0.3%	7.8%	15.3%	-1.9%	15.3%	129.5%	7.3%	43.1%	-8.6%	Nov '24
US MidCap Growth	244.76	-1.2%	0.9%	-10.4%	-3.9%	2.1%	6.9%	16.4%	-3.5%	12.9%	118.7%	-0.4%	47.0%	-11.6%	Feb '25
US MidCap Value	161.23	-0.4%	2.3%	-3.4%	0.8%	-2.4%	8.3%	14.0%	-0.3%	16.5%	138.5%	14.9%	38.9%	-7.9%	Nov '24

US Small Blend	224.77	-0.9%	1.3%	-9.5%	-6.0%	-4.8%	3.1%	14.2%	-6.5%	10.3%	130.7%	3.5%	34.3%	-13.8%	Nov '24
US Small Growth	261.28	-1.2%	1.0%	-11.8%	-9.1%	-7.9%	1.0%	15.0%	-9.1%	3.4%	89.9%	-9.7%	28.1%	-20.2%	Feb '21
US Small Value	153.10	-0.5%	1.5%	-8.2%	-5.6%	-8.9%	2.8%	7.6%	-6.4%	0.6%	119.6%	-2.9%	22.4%	-14.9%	Nov '24

Foreign Large Blend	84.64	-0.01%	2.3%	3.6%	12.4%	3.3%	10.5%	3.5%	11.9%	25.2%	105.2%	16.6%	62.2%	New Peak	Mar '25
Foreign Growth	104.50	-0.3%	1.9%	0.0%	7.0%	-1.3%	2.9%	1.5%	7.9%	12.3%	75.8%	-1.2%	49.7%	-3.4%	Sep '21
Foreign Value	60.63	0.4%	2.8%	6.8%	17.1%	7.6%	18.4%	5.4%	15.6%	38.4%	133.6%	35.9%	74.4%	New Peak	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	24.03	0%	-0.1%	-0.7%	0.3%	2.5%	6.0%	8.3%	0.1%	23.2%	58.5%	21.1%	26.6%	-0.7%	Feb '25
Ultra Short- Janus AAA CLO	50.53	-0.10%	-0.1%	-0.2%	0.8%	2.5%	6.2%	7.4%	0.5%	17.9%	-	17.2%	19.3%	-0.3%	Feb '25
Bank Loan- Invesco	20.79	-0.10%	-0.2%	-0.8%	0.2%	2.3%	6.2%	8.2%	-0.2%	20.1%	55.9%	18.5%	24.5%	-0.8%	Feb '25
Interval CEF- Cliffwater	10.82	0%	0.1%	0.4%	2.2%	4.8%	11.8%	12.6%	1.9%	30.3%	57.2%	31.9%	28.5%	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	43.92	-1.0%	0.8%	-8.3%	-3.9%	-3.0%	8.2%	27.9%	-4.3%	49.8%	-	51.7%	67.5%	-9.2%	Jan '25
Int’l Min Volatility- Franklin	32.73	0.2%	2.3%	3.1%	9.6%	8.5%	17.8%	15.9%	7.7%	49.6%	123.6%	51.1%	62.2%	New Peak	Mar '25
MidCap 30 - Hennessy (hi fee)	21.70	-1.4%	0.4%	-9.6%	-9.5%	-7.0%	6.8%	34.6%	-8.8%	58.5%	376.5%	64.9%	69.5%	-16.7%	Nov '24
Small Value- Avantis	87.56	-0.4%	1.7%	-10.1%	-8.5%	-9.0%	-0.6%	9.3%	-9.3%	13.4%	225.3%	14.2%	31.1%	-17.4%	Nov '24
Mid Value- Pacer Cash Cows	55.19	-0.3%	1.8%	-5.7%	-0.7%	-3.5%	-0.3%	10.6%	-1.9%	17.3%	196.1%	24.4%	34.6%	-9.3%	Nov '24
Growth- S&P Momentum	93.30	-1.3%	0.4%	-9.5%	-1.1%	3.3%	17.7%	45.8%	-1.8%	61.3%	190.5%	50.7%	85.2%	-9.6%	Feb '25
Invesco S&P Quality	66.42	-1.1%	0.0%	-6.7%	-1.0%	-0.8%	12.3%	25.4%	-0.9%	38.3%	151.6%	30.2%	71.6%	-6.7%	Feb '25
Rotation Factor- BlackRock	48.61	-1.4%	0.1%	-9.2%	-4.8%	-0.7%	11.6%	30.3%	-4.8%	47.5%	155.5%	34.1%	81.6%	-9.2%	Feb '25
US Min Volatility- Fidelity	60.35	-0.7%	0.7%	-4.7%	-0.2%	-0.5%	9.3%	16.1%	-0.4%	27.5%	121.4%	21.2%	47.8%	-4.7%	Feb '25
Derivative Income- JPMorgan	57.10	-0.6%	0.7%	-3.8%	0.9%	0.1%	7.1%	12.6%	0.4%	22.5%	-	20.3%	37.3%	-3.8%	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	15.07	-0.5%	-0.3%	0.0%	1.5%	7.5%	5.9%	12.1%	1.5%	24.8%	40.3%	23.4%	22.9%	-0.9%	Feb '25
Multistrategy- AQR	13.00	0.2%	0.7%	0.0%	6.6%	7.6%	9.2%	13.3%	5.6%	39.2%	-	49.1%	33.2%	-0.3%	Feb '25
Long Short- AQR	17.30	0.2%	1.4%	0.3%	8.0%	14.8%	24.5%	30.5%	8.0%	85.8%	199.8%	107.5%	97.9%	-0.4%	Mar '25
Mkt Neutral- BlackRock	13.84	0.1%	0.1%	1.5%	2.3%	6.2%	14.6%	21.4%	2.5%	47.8%	55.2%	46.5%	47.0%	-1.3%	Feb '25
Multi Strategy- Variant	27.28	0%	0.1%	0.5%	1.7%	3.9%	4.4%	5.1%	1.4%	20.8%	43.6%	22.9%	18.7%	New Peak	Mar '25
Long Short- First Trust	64.06	-0.5%	0.2%	-5.8%	-2.7%	1.6%	6.8%	18.8%	-2.7%	31.8%	85.2%	28.2%	41.7%	-6.0%	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)	160.67	-2.2%	-3.9%	-13.2%	-14.7%	-0.7%	9.8%	36.0%	-15.0%	18.6%	190.4%	11.3%	65.5%	-22.1%	Feb '25
Meta (Communications)	582.36	-3.7%	-5.9%	-17.2%	-2.1%	4.3%	17.8%	66.0%	-0.4%	170.3%	282.1%	72.8%	358.9%	-20.9%	Feb '25
Amazon (Cyclical)	192.82	-1.5%	-3.1%	-14.9%	-13.6%	1.6%	9.6%	44.4%	-12.1%	19.6%	105.0%	13.2%	70.8%	-20.3%	Feb '25
Tesla (Cyclical)	225.31	-5.3%	-9.2%	-37.5%	-48.3%	-7.6%	31.5%	62.5%	-44.2%	-25.3%	690.3%	-43.7%	3.7%	-53.0%	Dec '24
Procter & Gamble (Defensive)	167.71	-1.2%	-0.4%	0.7%	-0.3%	-1.1%	6.2%	17.3%	0.6%	20.4%	71.2%	11.6%	43.5%	-6.1%	Dec '24
PepsiCo (Defensive)	148.99	-1.6%	0.6%	2.2%	-1.6%	-14.0%	-11.2%	-7.6%	-2.0%	-0.9%	45.6%	-6.1%	-6.0%	-19.9%	May '23
Coca-Cola (Defensive)	69.38	-1.1%	-0.1%	-0.3%	11.9%	-0.3%	18.6%	8.9%	12.3%	26.3%	93.4%	29.0%	35.7%	-3.4%	Mar '25
Exxon Mobil (Energy)	113.64	-0.11%	4.1%	3.0%	8.7%	-0.3%	3.9%	11.3%	6.6%	60.3%	318.4%	100.6%	25.6%	-7.8%	Oct '24
Chevron (Energy)	160.81	1.3%	5.3%	2.3%	15.2%	13.3%	7.1%	1.3%	12.3%	11.7%	249.8%	53.1%	12.7%	-6.1%	Jan '23
JPMorgan Chase (Financial)	234.97	0.4%	3.1%	-15.9%	1.4%	12.9%	24.0%	44.3%	-1.5%	82.3%	217.9%	58.9%	140.4%	-16.1%	Feb '25
Visa (Financial)	334.77	0.07%	0.6%	-5.8%	6.5%	17.8%	17.4%	22.3%	6.1%	56.4%	127.8%	55.0%	91.5%	-7.7%	Feb '25
Mastercard (Financial)	530.19	-0.3%	1.1%	-6.7%	1.5%	7.8%	10.2%	24.2%	0.8%	54.2%	140.1%	45.7%	89.6%	-8.0%	Feb '25
Bank of America (Financial)	41.65	0.5%	4.4%	-8.9%	-3.4%	3.1%	18.5%	33.9%	-4.6%	5.2%	122.5%	-1.8%	49.3%	-12.2%	Feb '25
UnitedHealth (Health)	503.80	1.0%	4.7%	-1.0%	3.4%	-12.0%	3.8%	-2.4%	0.0%	4.1%	146.7%	5.2%	4.7%	-18.8%	Nov '24
Johnson & Johnson (Health)	164.25	0.9%	0.9%	4.0%	15.3%	1.3%	8.5%	-4.8%	14.5%	2.6%	48.8%	5.3%	8.9%	-3.5%	Apr '22
Eli Lilly (Health)	822.51	-0.3%	0.1%	-5.1%	8.8%	-9.8%	7.1%	33.3%	6.7%	193.9%	557.1%	212.4%	158.7%	-14.0%	Aug '24
Union Pacific (Industrials)	237.09	-0.3%	-0.2%	-3.5%	6.8%	-3.5%	-0.1%	-5.1%	4.5%	-2.7%	117.4%	3.1%	30.8%	-8.1%	Mar '22
Honeywell (Industrials)	209.74	-0.3%	1.6%	0.0%	-7.1%	4.0%	7.6%	10.0%	-6.7%	14.8%	95.5%	8.6%	28.0%	-10.7%	Dec '24
Apple (IT)	212.69	-0.6%	-2.0%	-13.1%	-14.8%	-6.9%	21.4%	30.7%	-15.0%	31.8%	258.0%	18.9%	55.8%	-17.8%	Dec '24
Microsoft (IT)	383.52	-1.3%	0.1%	-7.3%	-12.1%	-12.2%	-8.3%	12.9%	-8.8%	31.0%	180.8%	17.8%	73.5%	-17.5%	Jul '24
Nvidia (IT)	115.43	-3.4%	-0.3%	-17.1%	-11.7%	-2.1%	29.2%	171.2%	-14.0%	337.1%	2076.0%	283.9%	904.8%	-22.7%	Jan '25
Broadcom (IT)	188.67	-3.0%	-2.9%	-17.5%	-13.3%	13.0%	54.5%	110.5%	-18.6%	230.7%	1017.7%	204.3%	358.0%	-24.3%	Dec '24
Adobe (IT)	391.37	-2.0%	-10.8%	-14.4%	-10.5%	-25.7%	-24.9%	-25.5%	-12.0%	-13.7%	27.3%	-30.7%	36.8%	-43.1%	Nov '21
Oracle (IT)	149.45	-3.0%	-1.0%	-17.7%	-11.2%	-10.4%	16.9%	60.0%	-10.1%	91.0%	257.5%	78.2%	141.4%	-22.1%	Nov '24
salesforce.com (IT)	278.73	-0.7%	-2.1%	-14.1%	-17.1%	4.9%	-7.1%	27.8%	-16.6%	28.1%	101.0%	9.7%	97.0%	-24.1%	Dec '24
Linde PLC (Materials)	460.71	0.09%	2.5%	0.0%	10.2%	-1.2%	0.0%	3.2%	10.4%	53.9%	221.2%	42.2%	75.3%	-4.7%	Oct '24
Sherwin-Williams (Materials)	335.53	-2.0%	-4.1%	-4.4%	-1.8%	-11.3%	0.5%	9.9%	-1.1%	37.1%	136.3%	1.9%	70.4%	-15.9%	Nov '24
American Tower (Real Estate)	214.87	1.0%	4.0%	14.0%	20.8%	-6.0%	13.0%	-12.2%	17.2%	-2.8%	17.2%	-17.7%	25.9%	-21.6%	Sep '21
Prologis Inc. (Real Estate)	112.38	-0.9%	-2.0%	-6.8%	11.8%	-11.0%	-9.1%	-18.1%	7.3%	-23.3%	100.6%	-25.1%	20.7%	-29.0%	Apr '22
NextEra Energy (Utilities)	70.70	-2.0%	-3.0%	3.2%	2.2%	-12.8%	18.6%	21.5%	-0.6%	-7.0%	54.0%	-16.0%	4.2%	-17.5%	Dec '21
Duke Energy (Utilities)	120.76	-0.04%	3.5%	8.0%	13.8%	6.9%	31.8%	15.6%	13.1%	29.7%	97.1%	33.0%	55.7%	New Peak	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	15.23	-0.07%	0.5%	-0.2%	1.4%	-0.6%	5.9%	4.7%	1.3%	5.4%	19.9%	0.3%	20.2%	-0.9%	Feb '25
Moderate-60% Stock	57.95	-0.1%	0.8%	-2.2%	1.3%	-0.1%	8.2%	10.7%	1.1%	15.6%	68.8%	9.1%	38.5%	-2.4%	Feb '25
Mod Agg-80% Stock	44.48	-0.5%	1.0%	-3.5%	0.9%	0.1%	8.9%	13.1%	0.7%	19.2%	94.1%	11.7%	46.8%	-3.6%	Feb '25
Aggressive-90% Stock	26.51	-0.6%	1.1%	-4.5%	0.1%	-0.6%	7.2%	12.6%	0.3%	17.5%	105.9%	9.2%	45.8%	-4.7%	Feb '25

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	82996.13	-1.3%	-0.9%	-14.1%	-14.9%	31.9%	34.1%	121.1%	-11.2%	96.7%	1240.6%	78.6%	333.2%	-21.8%	Jan '25
Ethereum	1933.03	0.3%	1.3%	-28.8%	-43.4%	-21.6%	-38.8%	46.1%	-42.0%	-34.4%	1315.2%	-48.6%	49.3%	-59.8%	Nov '21
BNB	618.48	-2.0%	8.5%	-5.4%	-7.2%	9.2%	22.0%	124.4%	-11.8%	54.7%	4936.6%	20.8%	128.2%	-17.6%	Dec '24
Solana	126.21	-1.5%	-0.3%	-25.3%	-35.0%	-11.6%	-25.8%	86.5%	-33.3%	36.6%	-	-25.9%	305.0%	-51.8%	Jan '25
Bitcoin ETF	46.81	-2.6%	-0.7%	-14.3%	-14.5%	30.0%	27.5%	-	-11.8%	-	-	-	-	-22.9%	Dec '24
Grayscale Bitcoin (hi fee)	65.08	-2.6%	-0.7%	-14.5%	-14.7%	29.2%	13.4%	113.8%	-12.1%	126.8%	803.9%	89.9%	480.6%	-23.2%	Dec '24

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	4.58	-0.4%	-1.2%	-3.9%	-3.4%	12.5%	3.1%	19.1%	-4.3%	89.4%	163.2%	127.1%	17.9%	-69.9%	Oct '81
10yr Treasury rate	4.28	-0.6%	-0.9%	-5.6%	-6.3%	14.5%	-0.4%	18.3%	-6.4%	99.3%	282.6%	163.0%	9.7%	-73.0%	Sep '81
5yr Treasury rate	4.07	-0.7%	-0.2%	-6.9%	-8.0%	16.2%	-5.4%	14.1%	-7.1%	89.9%	528.1%	198.2%	-1.0%	-75.0%	Sep '81
13-week T-bill	4.20	0.2%	0.0%	-0.5%	-0.6%	-8.7%	-19.9%	-18.8%	-0.3%	995.3%	-15082.1%	7815.1%	18.7%	-75.5%	Dec '80
Crude Oil	66.66	-0.4%	-1.5%	-7.7%	-4.6%	-7.4%	-20.1%	0.1%	-7.1%	-36.3%	164.3%	-12.4%	-23.6%	-54.1%	Jul '08
Gold	3044.50	0.3%	3.6%	4.3%	17.4%	17.6%	41.2%	27.5%	15.8%	57.9%	105.9%	69.2%	82.3%	New Peak	Mar '25
EUR/USD	1.09	0.2%	0.2%	4.7%	5.7%	-2.0%	0.6%	-6.0%	5.1%	-1.5%	-0.2%	-3.8%	12.7%	-31.6%	Apr '08
USD/JPY	149.60	0.1%	1.1%	-1.5%	-3.3%	4.7%	0.3%	11.0%	-4.7%	26.3%	38.1%	29.9%	2.0%	-7.4%	Jul '24
S&P 500 Volatility Index	21.70	5.8%	-10.4%	42.1%	-9.9%	32.9%	57.0%	39.4%	25.1%	-9.1%	-69.9%	30.7%	-35.4%	-73.8%	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	50.48	0.06%	0.0%	0.6%	1.7%	1.8%	6.8%	6.5%	1.4%	14.5%	21.7%	12.1%	17.1%	-0.2%	Mar '25
Interm Muni- JPMorgan	50.16	0.06%	0.0%	-0.1%	1.0%	-0.3%	2.2%	1.9%	0.6%	5.7%	15.1%	0.5%	11.6%	-0.9%	Feb '25
Interm Bond- Janus MSB	44.99	0.1%	0.1%	1.6%	3.2%	-1.1%	6.1%	1.5%	2.7%	1.3%	2.5%	-2.7%	13.1%	-3.7%	Aug '21
Interm Bond- Vanguard	76.10	0.2%	0.3%	1.6%	2.8%	-1.2%	5.6%	1.6%	2.5%	1.0%	6.3%	-3.5%	13.3%	-6.5%	Aug '20
Multisector Bond- Intrepid	9.03	0%	0.0%	-0.2%	2.0%	3.5%	9.8%	10.4%	1.4%	20.6%	53.8%	20.3%	26.4%	-0.6%	Feb '25
Int’l Bond- JPMorgan	47.80	0%	0.2%	0.2%	1.9%	0.8%	5.4%	3.5%	1.9%	10.9%	29.5%	7.2%	20.4%	-0.6%	Feb '25
Long Bond- Vanguard	76.03	0.2%	1.0%	1.3%	2.6%	-4.5%	3.7%	-1.9%	2.5%	-6.7%	18.8%	-15.4%	19.4%	-18.9%	Sep '21
Long CA Muni- PIMCO	9.36	0%	-0.1%	-0.2%	1.2%	-0.5%	2.8%	2.9%	0.3%	5.6%	15.9%	-0.1%	14.8%	-1.6%	Dec '24
Long Muni- iShares	56.59	-0.02%	-0.1%	-0.3%	0.2%	-1.1%	0.8%	1.6%	-0.7%	2.9%	15.8%	-2.2%	9.1%	-2.6%	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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Feb '25

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Dec '24

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