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S&P 500

Return

82.6%

[

12.8%

annualized]

Dec 31 2020 - Jan 02 2026

-1.1%

Below
Peak
Dec '25

DJIA (Large Value)

Return

58.1%

[

9.6%

annualized]

Dec 31 2020 - Jan 02 2026

-0.7%

Below
Peak
Dec '25

Russell 2000 (Small Cap)

Return

27.0%

[

4.9%

annualized]

Dec 31 2020 - Jan 02 2026

-3.2%

Below
Peak
Dec '25

Performance Range:

As of Jan 02 08:41 PM EDT, next update at 08:51 PM

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	6858.47	0.2%	1.8%	1.8%	2.1%	9.2%	15.4%	14.5%	1.8%	79.3%	82.6%	43.0%	91.7%	-1.1%	Dec '25
DJIA (Large Value)	48382.39	0.7%	3.6%	3.6%	3.5%	7.9%	13.2%	9.8%	3.6%	46.0%	58.1%	32.2%	65.6%	-0.7%	Dec '25
Russell 2000 (Small Cap)	2508.22	1.1%	0.3%	0.3%	1.3%	11.5%	10.6%	12.1%	0.3%	43.3%	27.0%	10.4%	48.6%	-3.2%	Dec '25
NASDAQ Comp (Tech/Growth)	23235.63	-0.03%	1.1%	1.1%	2.0%	12.8%	18.4%	19.1%	1.1%	123.7%	80.3%	46.8%	123.1%	-3.0%	Oct '25
Aggregate Bond	99.85	-0.03%	-0.9%	-0.9%	0.0%	2.7%	6.6%	7.5%	-0.9%	13.3%	-2.6%	-0.2%	16.5%	-2.6%	Dec '20
Corp Bond	110.16	-0.03%	-1.8%	-1.8%	-0.9%	2.5%	7.3%	9.0%	-1.8%	17.3%	-4.8%	-2.0%	24.2%	-4.9%	Sep '21
High Yield Bond	80.67	0.05%	0.2%	0.2%	0.3%	2.4%	7.2%	7.4%	0.2%	29.4%	19.7%	15.4%	35.1%	-0.3%	Nov '25
Preferred	31.27	1.0%	-0.7%	-0.7%	-1.0%	3.0%	3.1%	5.8%	-0.7%	22.5%	7.9%	1.5%	24.5%	-1.6%	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	46.12	1.7%	-48.1%	-48.1%	-48.7%	-49.3%	-43.7%	7.2%	-48.1%	-37.3%	-30.0%	-44.3%	-28.6%	-51.8%	Oct '24
Consumer Discretionary/Cyclical	118.35	-0.9%	-49.9%	-49.9%	-50.2%	-46.4%	-47.3%	6.0%	-49.9%	-5.6%	-23.5%	-41.9%	-12.6%	-51.1%	Nov '25
Financial Services	54.93	0.3%	4.1%	4.1%	2.3%	3.6%	14.2%	10.4%	4.1%	67.4%	102.4%	48.4%	90.8%	-1.4%	Dec '25
Real Estate	88.52	0.03%	-3.9%	-3.9%	-3.2%	-0.7%	1.9%	6.5%	-3.9%	19.9%	24.4%	-10.8%	30.9%	-11.5%	Dec '21
Communication Services	116.90	-0.7%	0.6%	0.6%	0.4%	8.6%	20.5%	21.1%	0.6%	147.6%	81.4%	55.3%	153.3%	-1.8%	Sep '25
Energy	45.65	2.1%	-47.5%	-47.5%	-48.7%	-47.1%	-46.5%	3.9%	-47.5%	-40.6%	44.3%	-8.7%	-36.8%	-51.5%	Nov '24
Industrials	157.98	1.8%	2.9%	2.9%	2.3%	6.2%	20.3%	17.7%	2.9%	67.5%	91.9%	59.8%	95.4%	New Peak	Jan '26
Technology	144.30	0.2%	-49.9%	-49.9%	-49.3%	-43.8%	-38.5%	24.5%	-49.9%	19.5%	15.2%	-15.3%	26.7%	-52.6%	Oct '25
Consumer Staples/Defensive	77.69	0.01%	-2.5%	-2.5%	-0.4%	-4.8%	1.1%	3.3%	-2.5%	12.5%	30.3%	11.2%	24.4%	-6.0%	Aug '25
Healthcare	155.51	0.5%	7.4%	7.4%	7.4%	15.3%	13.4%	6.6%	7.4%	20.1%	47.9%	18.5%	34.1%	-2.1%	Nov '25
Utilities	43.18	1.1%	-52.8%	-52.8%	-51.4%	-46.9%	-42.8%	23.5%	-52.8%	-33.3%	-20.4%	-31.7%	-23.0%	-53.5%	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	142.49	0.7%	1.8%	1.8%	2.1%	9.8%	21.2%	20.1%	1.8%	75.5%	70.0%	42.5%	93.6%	-0.5%	Dec '25
MSCI Emerging Markets	56.24	2.8%	2.4%	2.4%	3.7%	15.3%	34.7%	32.6%	2.4%	56.2%	20.6%	24.3%	75.0%	New Peak	Jan '26
FTSE Europe	84.56	1.1%	4.2%	4.2%	3.9%	9.0%	36.1%	30.6%	4.2%	64.6%	63.7%	38.7%	103.2%	New Peak	Jan '26
MSCI Japan	81.33	0.7%	-2.6%	-2.6%	-0.6%	9.0%	21.9%	25.5%	-2.6%	56.6%	30.9%	29.3%	76.1%	-3.6%	Nov '25
MSCI India	54.56	0.9%	-0.3%	-0.3%	4.0%	-2.2%	2.2%	4.0%	-0.3%	31.4%	45.8%	18.2%	35.8%	-7.2%	Sep '24
MSCI China	62.24	3.6%	-2.9%	-2.9%	-6.5%	13.7%	35.5%	38.2%	-2.9%	35.5%	-15.3%	8.2%	66.2%	-29.5%	Feb '21
International Bond	48.31	-0.02%	-2.9%	-2.9%	-2.0%	-1.3%	0.8%	3.6%	-2.9%	12.3%	-3.4%	-0.8%	14.8%	-3.4%	Jan '21
iShares Latin America	30.83	1.2%	8.0%	8.0%	8.7%	15.7%	51.2%	39.8%	8.0%	61.7%	46.6%	70.8%	53.4%	-3.6%	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	628.30	0.2%	1.8%	1.8%	2.1%	9.5%	16.5%	15.6%	1.8%	86.6%	95.8%	51.1%	100.2%	-1.0%	Dec '25
US Large Growth	471.76	-0.3%	-0.2%	-0.2%	0.4%	10.3%	16.2%	18.1%	-0.2%	125.4%	101.5%	57.0%	130.6%	-4.1%	Oct '25
US Large Value	212.20	0.9%	3.6%	3.6%	3.5%	8.0%	15.3%	12.1%	3.6%	47.7%	70.2%	35.7%	64.7%	-0.3%	Dec '25

US MidCap Blend	292.63	0.8%	0.1%	0.1%	-0.9%	3.5%	10.9%	12.0%	0.1%	50.7%	52.0%	22.6%	63.5%	-1.6%	Dec '25
US MidCap Growth	281.28	0.8%	-3.9%	-3.9%	-5.0%	-1.7%	9.0%	15.9%	-3.9%	61.0%	36.8%	15.0%	69.7%	-5.6%	Oct '25
US MidCap Value	179.01	0.9%	3.2%	3.2%	2.1%	7.5%	12.1%	9.1%	3.2%	41.1%	67.0%	29.7%	56.8%	-1.1%	Dec '25

US Small Blend	261.54	1.4%	1.9%	1.9%	1.4%	7.9%	8.5%	8.0%	1.9%	49.3%	44.0%	21.7%	57.9%	-1.8%	Dec '25
US Small Growth	327.12	1.3%	-1.0%	-1.0%	0.5%	12.1%	11.4%	15.2%	-1.0%	56.9%	17.6%	13.3%	60.8%	-3.6%	Dec '25
US Small Value	182.87	0.9%	1.5%	1.5%	1.9%	11.4%	11.7%	11.1%	1.5%	39.5%	51.7%	17.1%	47.5%	-3.5%	Dec '25

Foreign Large Blend	97.04	1.1%	1.8%	1.8%	2.1%	8.4%	30.4%	28.2%	1.8%	58.5%	52.6%	36.0%	89.2%	New Peak	Jan '26
Foreign Growth	115.17	1.1%	-1.9%	-1.9%	-1.3%	3.4%	19.8%	22.5%	-1.9%	42.3%	22.3%	10.0%	66.6%	-2.1%	Oct '25
Foreign Value	72.16	1.1%	5.3%	5.3%	5.1%	12.8%	40.3%	33.5%	5.3%	74.5%	85.2%	65.3%	112.1%	New Peak	Jan '26

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	23.43		0.04%	-0.8%	-0.8%	-0.8%	-0.7%	2.1%	3.0%	-0.8%	26.9%	29.0%	23.7%	29.3%	-1.9%	Sep '25
Ultra Short- Janus AAA CLO	50.61		0.06%	0.4%	0.4%	0.5%	1.9%	4.3%	3.9%	0.4%	20.8%	23.3%	21.6%	23.8%	-0.2%	Nov '25
Bank Loan- Invesco	21.01		0.05%	1.1%	1.1%	0.9%	2.5%	5.7%	4.6%	1.1%	28.3%	28.5%	25.7%	32.0%	New Peak	Dec '25
Interval CEF- Cliffwater	10.44	p	EOD	-0.9%	-0.9%	-0.6%	1.4%	6.0%	7.0%	-0.9%	34.6%	51.6%	37.3%	33.8%	-2.5%	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	53.74		0.7%	2.6%	2.6%	2.9%	9.2%	16.2%	15.0%	2.6%	90.1%	135.0%	87.0%	106.5%	-0.4%	Dec '25
Int’l Min Volatility- Franklin	37.27		1.2%	5.8%	5.8%	6.1%	14.0%	25.6%	18.9%	5.8%	68.6%	110.3%	76.6%	89.6%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	24.27	p	EOD	0.5%	0.5%	-0.5%	2.3%	0.5%	1.4%	0.5%	146.5%	303.9%	213.8%	222.5%	-5.9%	Dec '24
Small Value- Avantis	103.12		1.1%	4.6%	4.6%	2.4%	9.0%	7.5%	3.4%	4.6%	46.7%	96.4%	36.3%	56.5%	-2.9%	Dec '25
Mid Value- Pacer Cash Cows	60.44		0.4%	5.3%	5.3%	4.5%	7.3%	7.4%	2.9%	5.3%	39.5%	96.5%	37.4%	48.6%	-1.8%	Dec '25
Growth- S&P Momentum	119.67		0.3%	-1.3%	-1.3%	-0.3%	6.5%	24.2%	28.3%	-1.3%	120.6%	138.2%	94.4%	138.9%	-3.6%	Oct '25
Invesco S&P Quality	75.41		0.5%	1.6%	1.6%	2.0%	4.9%	12.9%	11.7%	1.6%	79.1%	90.9%	49.1%	96.5%	-1.2%	Dec '25
Rotation Factor- BlackRock	60.89		0.1%	2.4%	2.4%	2.9%	10.8%	18.7%	17.1%	2.4%	114.5%	112.1%	68.9%	128.8%	-1.3%	Dec '25
US Min Volatility- Fidelity	66.73		-0.03%	1.3%	1.3%	1.1%	5.3%	11.2%	9.9%	1.3%	51.0%	66.7%	35.5%	65.3%	-1.7%	Nov '25
Derivative Income- JPMorgan	57.32		0.1%	0.9%	0.9%	1.1%	3.2%	5.9%	5.8%	0.9%	32.0%	54.8%	27.9%	46.0%	-1.2%	Dec '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	15.81	p	EOD	0.3%	0.3%	-1.1%	1.9%	6.8%	6.1%	0.3%	24.1%	35.5%	34.2%	33.7%	-1.7%	Aug '25
Multistrategy- AQR	14.01	p	EOD	0.4%	0.4%	0.6%	5.3%	13.4%	13.3%	0.4%	40.7%	81.1%	61.2%	44.0%	-2.2%	Nov '25
Long Short- AQR	21.16	p	EOD	6.5%	6.5%	6.2%	13.2%	30.9%	24.0%	6.5%	113.1%	247.5%	164.2%	152.0%	-0.8%	Dec '25
Mkt Neutral- BlackRock	14.58	p	EOD	1.3%	1.3%	1.3%	5.5%	13.1%	12.4%	1.3%	58.3%	68.7%	62.8%	63.4%	-1.8%	Dec '25
Multi Strategy- Variant	26.32	p	EOD	-0.9%	-0.9%	-0.5%	1.5%	4.6%	5.7%	-0.9%	20.3%	42.5%	26.9%	22.6%	-2.2%	Dec '25
Long Short- First Trust	71.01		0.03%	1.8%	1.8%	1.5%	7.4%	7.4%	6.8%	1.8%	52.8%	70.8%	43.2%	58.4%	-1.3%	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)	315.15	0.7%	22.8%	22.8%	28.4%	75.7%	64.9%	36.0%	22.8%	256.1%	262.1%	118.9%	225.3%	-2.6%	Nov '25
Meta (Communications)	650.41	-1.5%	-11.2%	-11.2%	-8.5%	-9.5%	7.8%	25.3%	-11.2%	424.6%	139.6%	93.3%	413.3%	-17.6%	Aug '25
Amazon (Cyclical)	226.50	-1.9%	4.6%	4.6%	3.2%	1.4%	1.0%	-1.3%	4.6%	163.9%	39.1%	32.9%	100.6%	-10.8%	Nov '25
Tesla (Cyclical)	438.07	-2.6%	-2.1%	-2.1%	1.9%	38.9%	6.7%	10.8%	-2.1%	305.2%	86.2%	9.5%	101.7%	-10.6%	Dec '25
Procter & Gamble (Defensive)	141.79	-1.1%	-6.0%	-6.0%	-6.2%	-10.6%	-11.9%	-7.6%	-6.0%	0.9%	15.5%	-3.8%	23.8%	-19.0%	Dec '24
PepsiCo (Defensive)	142.23	-0.9%	-7.4%	-7.4%	0.2%	6.1%	-2.1%	4.1%	-7.4%	-13.3%	10.8%	-7.7%	-7.6%	-21.2%	May '23
Coca-Cola (Defensive)	69.12	-1.1%	1.0%	1.0%	3.7%	-2.4%	14.4%	12.4%	1.0%	19.3%	45.5%	30.4%	37.2%	-5.3%	Nov '25
Exxon Mobil (Energy)	122.65	1.9%	8.8%	8.8%	8.3%	10.3%	16.9%	7.7%	8.8%	26.6%	260.9%	120.6%	38.1%	New Peak	Jan '26
Chevron (Energy)	155.90	2.3%	0.9%	0.9%	1.5%	6.2%	9.1%	10.4%	0.9%	0.5%	125.8%	51.9%	11.8%	-6.9%	Jan '23
JPMorgan Chase (Financial)	325.48	1.0%	7.6%	7.6%	5.5%	10.5%	36.6%	28.8%	7.6%	159.4%	191.6%	123.6%	238.2%	-1.1%	Dec '25
Visa (Financial)	346.48	-1.2%	0.8%	0.8%	-0.8%	-3.1%	10.8%	9.5%	0.8%	70.9%	64.3%	61.3%	99.3%	-6.8%	Jun '25
Mastercard (Financial)	563.13	-1.4%	-0.6%	-0.6%	-2.9%	-0.8%	8.6%	8.2%	-0.6%	65.3%	62.3%	55.4%	102.2%	-5.9%	Aug '25
Bank of America (Financial)	55.95	1.7%	7.5%	7.5%	10.5%	15.0%	27.1%	20.5%	7.5%	79.7%	107.2%	33.4%	102.8%	-0.5%	Dec '25
UnitedHealth (Health)	336.40	1.9%	-7.7%	-7.7%	-6.6%	9.7%	-33.3%	-26.7%	-7.7%	-31.9%	3.4%	-28.8%	-29.2%	-45.0%	Nov '24
Johnson & Johnson (Health)	207.35	0.2%	7.0%	7.0%	9.9%	33.9%	47.3%	37.2%	7.0%	26.7%	50.9%	35.0%	39.6%	-3.2%	Dec '25
Eli Lilly (Health)	1080.36	0.5%	33.5%	33.5%	28.6%	38.7%	39.0%	5.4%	33.5%	202.7%	573.3%	312.1%	241.3%	-2.7%	Nov '25
Union Pacific (Industrials)	231.91	0.3%	2.0%	2.0%	-2.1%	-1.2%	2.0%	1.5%	2.0%	19.2%	23.8%	2.1%	29.6%	-9.0%	Mar '22
Honeywell (Industrials)	195.88	0.4%	0.9%	0.9%	-0.6%	-13.1%	-6.8%	-7.4%	0.9%	2.8%	7.6%	8.8%	28.2%	-13.1%	Jul '25
Nvidia (IT)	188.85	1.3%	3.4%	3.4%	0.7%	18.5%	30.7%	36.0%	3.4%	1220.5%	1350.6%	528.2%	1544.1%	-8.8%	Oct '25
Broadcom (IT)	347.62	0.4%	-0.5%	-0.5%	2.7%	26.5%	50.5%	51.7%	-0.5%	555.6%	780.8%	464.7%	749.8%	-15.8%	Dec '25
Adobe (IT)	333.30	-4.8%	-2.9%	-2.9%	-3.9%	-12.1%	-22.6%	-22.8%	-2.9%	-1.1%	-33.4%	-40.9%	16.5%	-51.6%	Nov '21
Oracle (IT)	195.71	0.4%	-29.4%	-29.4%	-31.5%	-17.2%	18.8%	68.0%	-29.4%	142.6%	224.3%	135.1%	218.5%	-40.3%	Sep '25
salesforce.com (IT)	253.62	-4.3%	-0.3%	-0.3%	5.5%	-6.6%	-23.4%	-23.6%	-0.3%	90.2%	15.2%	0.3%	80.1%	-30.6%	Dec '24
Linde PLC (Materials)	429.11	0.6%	-5.0%	-5.0%	-8.1%	-9.5%	4.8%	8.9%	-5.0%	39.7%	73.8%	33.3%	64.3%	-11.3%	Sep '25
Sherwin-Williams (Materials)	327.84	1.2%	-1.0%	-1.0%	-5.4%	-7.2%	-1.9%	-1.9%	-1.0%	40.4%	39.6%	0.0%	67.2%	-17.4%	Nov '24
American Tower (Real Estate)	174.80	-0.4%	-9.5%	-9.5%	-8.1%	-20.5%	-1.8%	7.9%	-9.5%	-10.8%	-10.7%	-31.3%	5.0%	-34.6%	Sep '21
Prologis Inc. (Real Estate)	129.05	1.1%	1.5%	1.5%	10.2%	20.5%	25.5%	23.6%	1.5%	24.9%	47.8%	-12.4%	41.1%	-17.0%	Apr '22
NextEra Energy (Utilities)	80.93	0.8%	-4.5%	-4.5%	1.1%	10.4%	15.1%	21.1%	-4.5%	4.6%	18.4%	-2.3%	21.2%	-6.2%	Nov '25
Duke Energy (Utilities)	117.44	0.2%	-8.9%	-8.9%	-4.9%	1.0%	11.9%	22.9%	-8.9%	26.4%	54.7%	31.6%	54.1%	-9.0%	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	15.77	p	EOD	-1.6%	-1.6%	-0.9%	2.3%	7.3%	9.1%	-1.6%	25.0%	12.2%	8.5%	30.0%	-2.1%	Oct '25
Moderate-60% Stock	65.29		0.4%	0.7%	0.7%	1.2%	6.7%	15.4%	15.0%	0.7%	47.2%	39.1%	24.9%	58.5%	-0.7%	Dec '25
Mod Agg-80% Stock	50.73	p	EOD	-1.6%	-1.6%	-1.2%	5.3%	15.1%	17.8%	-1.6%	62.4%	56.8%	34.5%	76.8%	-3.2%	Dec '25
Aggressive-90% Stock	30.27	p	EOD	-3.2%	-3.2%	-2.9%	4.0%	13.6%	18.4%	-3.2%	56.6%	57.5%	31.4%	75.5%	-5.9%	Dec '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	90124.46	1.6%	-18.5%	-18.5%	-26.3%	-17.8%	-8.1%	18.4%	-18.5%	440.3%	210.8%	94.0%	370.4%	-27.8%	Oct '25
Ethereum	3126.61	4.2%	-21.5%	-21.5%	-30.7%	20.7%	-13.3%	19.5%	-21.5%	157.4%	323.8%	-16.9%	141.5%	-35.3%	Aug '25
BNB	879.94	2.0%	-20.1%	-20.1%	-26.1%	32.7%	23.3%	57.1%	-20.1%	257.5%	2254.3%	71.8%	224.7%	-32.8%	Oct '25
Solana	132.51	4.5%	-30.2%	-30.2%	-43.1%	-13.1%	-39.1%	0.3%	-30.2%	893.0%	8670.0%	-22.2%	325.2%	-49.4%	Jan '25
Bitcoin ETF	50.94	2.6%	-19.1%	-19.1%	-27.0%	-18.1%	-9.0%	18.6%	-19.1%	-	-	-	-	-28.5%	Oct '25
Grayscale Bitcoin (hi fee)	70.14	2.6%	-19.3%	-19.3%	-27.2%	-18.5%	-10.1%	17.4%	-19.3%	846.9%	142.6%	126.6%	592.6%	-28.7%	Oct '25
Bloomberg Commodities	19.56	0.2%	-11.9%	-11.9%	-9.6%	-7.2%	-0.5%	12.4%	-11.9%	-2.2%	38.4%	9.3%	-5.2%	-20.4%	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	4.86	0.5%	6.3%	6.3%	3.2%	0.0%	1.0%	-4.4%	6.3%	24.9%	195.5%	141.3%	25.2%	-4.7%	Oct '23
10yr Treasury rate	4.19	0.6%	5.0%	5.0%	1.7%	-3.7%	-8.9%	-12.8%	5.0%	10.4%	356.6%	157.2%	7.3%	-16.1%	Oct '23
5yr Treasury rate	3.74	0.5%	4.5%	4.5%	0.8%	-5.1%	-15.2%	-18.3%	4.5%	-5.2%	935.7%	173.9%	-9.1%	-24.6%	Oct '23
13-week T-bill	3.53	-0.4%	-7.0%	-7.0%	-8.4%	-16.7%	-15.7%	-9.7%	-7.0%	-17.0%	5335.4%	6566.0%	0.0%	-33.9%	Oct '23
Crude Oil	57.33	-0.2%	-0.3%	-0.3%	-5.8%	-14.4%	-22.5%	-19.8%	-0.3%	-25.5%	18.2%	-24.6%	-34.3%	-53.7%	Mar '22
Gold	4341.90	-0.3%	0.1%	0.1%	11.9%	30.3%	64.2%	64.9%	0.1%	136.0%	129.4%	141.3%	159.9%	-4.7%	Dec '25
EUR/USD	1.18	0.03%	0.9%	0.9%	0.1%	-0.2%	14.4%	11.9%	0.9%	10.0%	-4.5%	3.3%	21.0%	-4.8%	Jan '21
USD/JPY	156.73	0.2%	4.0%	4.0%	6.3%	8.3%	-0.4%	-4.0%	4.0%	19.8%	52.0%	36.1%	6.8%	-3.0%	Jul '24
S&P 500 Volatility Index	14.51	-2.9%	-20.4%	-20.4%	-12.9%	-11.4%	-10.0%	5.1%	-20.4%	-36.6%	-36.2%	-12.6%	-56.8%	-72.3%	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	50.83		-0.02%	0.1%	0.1%	0.4%	2.1%	5.3%	5.2%	0.1%	19.5%	17.0%	16.4%	21.6%	-0.4%	Dec '25
Interm Muni- JPMorgan	50.54		0.08%	-0.2%	-0.2%	0.6%	3.2%	3.6%	3.9%	-0.2%	11.9%	5.3%	3.7%	15.1%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.58		-0.2%	-0.7%	-0.7%	0.3%	3.6%	7.7%	8.3%	-0.7%	14.6%	1.5%	2.0%	18.6%	-1.0%	Nov '25
Interm Bond- Vanguard	77.85		-0.04%	-0.8%	-0.8%	0.1%	2.9%	7.9%	8.6%	-0.8%	15.5%	-1.7%	1.4%	19.1%	-1.7%	Dec '20
Multisector Bond- Intrepid	9.02	p	EOD	-0.2%	-0.2%	-0.2%	2.8%	6.5%	7.0%	-0.2%	30.4%	39.2%	26.5%	33.0%	-0.7%	Nov '25
Int’l Bond- JPMorgan	48.82		0.2%	-0.3%	-0.3%	0.2%	2.2%	7.1%	7.8%	-0.3%	20.6%	13.3%	13.0%	26.9%	-0.8%	Oct '25
Long Bond- Vanguard	75.77		-0.11%	-3.4%	-3.4%	-2.2%	2.4%	6.4%	9.9%	-3.4%	14.4%	-15.3%	-12.4%	23.6%	-16.0%	Sep '21
Long CA Muni- PIMCO	9.42	p	EOD	-0.1%	-0.1%	0.7%	4.1%	3.6%	3.8%	-0.1%	15.5%	6.1%	3.3%	18.7%	-0.5%	Nov '25
Long Muni- iShares	57.50		0.07%	0.2%	0.2%	1.1%	4.5%	3.0%	2.8%	0.2%	10.1%	2.3%	1.6%	13.3%	-0.3%	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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Dec '25