| 12/31/2025 | 1 Mth Ago | 1 Year Ago | |
|---|---|---|---|
|
US Benchmark Bond - 3 Mth |
3.63 |
3.79 |
4.32 |
|
US Benchmark Bond - 6 Mth |
3.61 |
3.75 |
4.27 |
|
US Benchmark Bond - 2 Yr |
3.48 |
3.49 |
4.24 |
|
US Benchmark Bond - 5 Yr |
3.73 |
3.60 |
4.38 |
|
US Benchmark Bond - 10 Yr |
4.17 |
4.01 |
4.57 |
|
US Benchmark Bond - 30 Yr |
4.84 |
4.66 |
4.78 |
|
Gold |
4,341.10 |
4,254.90 |
2,641.00 |
|
Crude Oil |
57.42 |
58.55 |
71.72 |
|
US Dollar Index |
98.05 |
99.41 |
108.30 |
|
Bloomberg Commodity Index |
109.69 |
110.41 |
98.76 |
|
Prime Rate |
6.75 |
7.00 |
7.50 |
|
Federal Funds Rate |
4.33 |
4.33 |
4.58 |
|
SOFR 1 Year |
3.42 |
3.51 |
4.18 |
|
30yr Fixed Mortgage |
6.15 |
6.23 |
6.91 |
|
Unemployment Rate |
4.60% |
4.60% |
4.10% |
|
Average Single Family Home |
534,100 |
534,100 |
508,900 |
|
Capacity Utilization |
76.00% |
76.00% |
75.87% |
| Indices |
Date
12/31/2025
|
1 Mth
% chg*
|
YTD
% chg*
|
1 Year Ago
% chg*
|
|---|---|---|---|---|
| DJIA | 48,063.3 | 0.9% | 14.9% | 14.9% |
| S&P 500 | 6,845.5 | 0.1% | 17.9% | 17.9% |
| NASDAQ Composite | 23,240.0 | -0.5% | 21.1% | 21.1% |
|
Russell
1000 Value
|
1,279.2 |
0.7%
|
15.9% | 15.9% |
|
Russell
1000 Growth
|
3,150.3 | -0.6% | 18.6% | 18.6% |
|
Russell
2000
|
6,168.2 | -0.6% | 12.8% | 12.8% |
|
Bloomberg
Barclays U.S. Govt.
Intrm. TR
|
98.8 | 0.0% | 6.5% | 6.5% |
|
MSCI EM
(Emerging Markets) NR
|
1,404.4 | 3.0% | 33.6% | 33.6% |
| MSCI EAFE NR | 2,892.7 | 3.0% | 31.2% | 31.2% |
|
U.S. Equity
Sector
Performance
|
December | YTD |
1 Yr
Ret.
|
|---|---|---|---|
| Consumer Discretionary | 0.8% | 6.0% | 6.0% |
|
Consumer Staples
|
-1.6% | 3.9% | 3.9% |
| Energy | 0.2% | 8.7% | 8.7% |
| Financials | 3.1% | 15.0% | 15.0% |
| Health Care | -1.4% | 14.6% | 14.6% |
| Industrials | 1.3% | 19.4% | 19.4% |
| Information Tech | -0.3% | 24.0% | 24.0% |
| Materials | 2.2% | 10.5% | 10.5% |
|
Communication
Services
|
-1.0% | 33.6% | 33.6% |
|
Utilities
|
-5.1% | 16.0% | 16.0% |
|
Real Estate
|
-2.2% | 3.2% | 3.2% |
