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S&P 500

Return

60.1%

[

18.9%

annualized]

Dec 29 2023 - Sep 17 2026

DJIA (Large Value)

Return

37.4%

[

12.4%

annualized]

Dec 29 2023 - Sep 17 2026

Russell 2000 (Small Cap)

Return

41.8%

[

13.7%

annualized]

Dec 29 2023 - Sep 17 2026

Performance Range:

As of Sep 17 11:50 PM EDT, next update on next 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7637.76	1.1%	-0.3%	-0.7%	1.8%	15.3%	15.2%	16.4%	11.6%	71.5%	72.3%	24.3%	53.3%	-2.1%	Aug '26
DJIA (Large Value)	51778.00	0.6%	-1.5%	-2.9%	0.4%	12.0%	12.2%	13.0%	7.7%	49.5%	49.7%	16.0%	37.5%	-4.7%	Aug '26
Russell 2000 (Small Cap)	2874.63	0.6%	-1.0%	-4.7%	-3.5%	16.0%	16.5%	11.3%	15.8%	56.7%	28.5%	25.9%	63.3%	-6.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26418.30	1.7%	0.3%	0.5%	-0.4%	19.3%	17.6%	20.4%	13.7%	92.7%	75.6%	31.7%	73.0%	-2.5%	Jun '26
Aggregate Bond	96.33	0.5%	0.4%	-0.7%	-1.6%	-1.1%	0.0%	7.2%	-0.9%	12.9%	-2.1%	5.2%	4.3%	-2.7%	Feb '26
Corp Bond	105.16	0.7%	0.8%	-0.2%	-2.4%	-0.9%	-1.5%	7.9%	-1.6%	15.0%	-5.1%	5.1%	6.5%	-3.3%	Feb '26
High Yield Bond	78.72	0.4%	0.2%	-0.5%	-0.1%	2.2%	2.8%	8.6%	1.6%	25.9%	18.5%	8.3%	13.0%	-1.0%	Aug '26
Preferred	30.13	0.8%	-0.1%	-0.6%	-2.1%	1.0%	-1.0%	4.9%	0.7%	18.1%	2.9%	4.1%	12.6%	-3.2%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	50.71	0.7%	-0.5%	-2.1%	-1.8%	5.5%	13.6%	9.9%	12.7%	32.0%	37.6%	15.9%	39.7%	-5.5%	Aug '26
Consumer Discretionary/Cyclical	111.39	1.1%	-1.4%	-4.3%	-4.7%	1.1%	-6.6%	7.4%	-6.3%	34.3%	26.1%	-0.3%	27.6%	-10.2%	Jan '26
Financial Services	55.88	-0.09%	-2.4%	-3.4%	4.7%	15.1%	4.8%	14.9%	2.9%	67.7%	62.1%	9.5%	29.6%	-4.6%	Sep '26
Real Estate	93.81	0.4%	-1.0%	-3.9%	-1.0%	4.0%	5.6%	3.3%	8.1%	30.3%	6.8%	8.0%	23.3%	-7.1%	Jul '26
Communication Services	112.35	-0.6%	-0.2%	1.7%	2.9%	-0.6%	-4.3%	23.1%	-4.0%	72.0%	42.3%	9.0%	32.4%	-5.9%	Jan '26
Energy	64.48	0.7%	-1.0%	1.3%	20.8%	11.9%	48.2%	7.9%	46.2%	52.9%	213.3%	46.8%	75.4%	-2.2%	Sep '26
Industrials	169.01	0.2%	-1.9%	-7.9%	-6.3%	2.9%	12.1%	19.3%	9.5%	67.8%	81.6%	24.1%	47.5%	-9.4%	Aug '26
Technology	188.06	2.2%	0.2%	1.3%	-1.6%	36.6%	36.9%	24.6%	30.9%	126.0%	151.1%	56.6%	110.7%	-5.0%	Jun '26
Consumer Staples/Defensive	83.49	0.2%	0.1%	-2.4%	0.9%	2.3%	7.9%	1.5%	8.8%	25.7%	33.5%	6.5%	13.2%	-6.1%	Feb '26
Healthcare	168.81	0.6%	2.1%	-0.5%	13.5%	15.7%	24.9%	14.5%	10.0%	34.5%	37.6%	18.3%	29.8%	-3.9%	Aug '26
Utilities	41.69	0.9%	-1.7%	-5.3%	-6.3%	-9.6%	1.5%	16.0%	-1.0%	40.6%	45.9%	8.3%	18.0%	-11.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	159.57	1.2%	-0.4%	-0.3%	1.2%	14.9%	17.8%	22.4%	13.5%	75.2%	69.5%	31.7%	57.6%	-1.8%	Aug '26
MSCI Emerging Markets	66.91	1.8%	-1.4%	2.4%	-5.5%	16.8%	28.4%	34.0%	22.9%	83.9%	46.6%	54.3%	78.8%	-6.0%	Jun '26
FTSE Europe	89.37	0.8%	-0.7%	-2.4%	1.2%	10.1%	15.0%	35.8%	8.3%	63.7%	54.3%	33.8%	48.3%	-4.1%	Aug '26
MSCI Japan	97.91	0.9%	-0.7%	2.7%	1.7%	17.0%	25.4%	25.9%	21.9%	69.3%	50.3%	47.9%	67.1%	-0.7%	Sep '26
MSCI India	48.01	1.2%	-1.2%	-2.8%	-3.2%	0.6%	-10.7%	2.7%	-11.2%	7.1%	4.7%	-3.5%	-2.3%	-14.1%	Jun '25
MSCI China	52.67	0.7%	-0.5%	-4.1%	-0.2%	-7.4%	-17.1%	31.0%	-11.7%	28.8%	-14.1%	0.9%	19.8%	-19.9%	Oct '25
International Bond	47.11	0.3%	0.3%	-0.8%	-1.8%	-0.7%	-0.2%	2.9%	-0.7%	11.9%	-0.4%	2.1%	1.7%	-2.7%	Feb '26
iShares Latin America	35.45	1.2%	-1.4%	6.7%	4.6%	6.6%	29.6%	52.7%	17.9%	56.2%	86.2%	57.0%	76.3%	-5.8%	Apr '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	701.03	1.1%	-0.2%	-0.6%	2.2%	15.9%	16.5%	17.8%	12.5%	78.2%	84.8%	26.7%	55.8%	-1.9%	Aug '26
US Large Growth	122.53	1.7%	0.3%	-0.3%	-0.4%	12.3%	6.3%	19.8%	3.8%	87.3%	92.2%	19.9%	55.2%	-4.7%	Jun '26
US Large Value	252.82	0.7%	-0.7%	-1.2%	4.8%	18.8%	26.4%	15.7%	21.5%	69.7%	75.1%	32.6%	55.3%	-2.2%	Sep '26

US MidCap Blend	80.15	0.8%	-1.1%	-3.6%	0.4%	11.3%	13.8%	17.0%	11.2%	75.6%	74.8%	23.8%	47.7%	-5.1%	Aug '26
US MidCap Growth	291.58	0.7%	-1.2%	-4.8%	-4.6%	10.1%	0.0%	10.7%	4.6%	48.4%	22.3%	7.6%	35.6%	-7.1%	Aug '26
US MidCap Value	203.41	0.8%	-1.0%	-2.7%	4.3%	12.0%	19.9%	12.1%	15.8%	59.5%	60.4%	25.8%	47.1%	-3.6%	Aug '26

US Small Blend	290.91	0.7%	-0.9%	-4.2%	-1.6%	11.6%	13.8%	8.9%	13.5%	55.7%	40.5%	19.5%	52.7%	-5.9%	Aug '26
US Small Growth	363.67	0.7%	-1.1%	-6.3%	-6.5%	15.4%	12.7%	12.9%	12.8%	60.3%	24.2%	23.5%	63.2%	-8.1%	Aug '26
US Small Value	216.73	0.4%	-0.9%	-3.0%	0.3%	17.6%	23.1%	12.4%	20.9%	64.5%	49.5%	33.3%	68.6%	-4.3%	Aug '26

Foreign Large Blend	106.04	1.0%	-0.6%	-1.1%	1.6%	11.4%	17.5%	31.6%	12.2%	63.8%	54.3%	36.6%	52.9%	-2.5%	Aug '26
Foreign Growth	120.63	1.0%	-0.9%	-3.3%	-3.6%	8.3%	7.9%	20.7%	6.7%	42.4%	17.5%	19.4%	38.9%	-5.1%	Aug '26
Foreign Value	81.98	1.0%	-0.4%	0.9%	7.0%	14.8%	27.6%	42.2%	17.9%	86.8%	99.3%	54.9%	67.9%	-1.3%	Sep '26

Notable Income Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.99	-0.04%	0.1%	0.2%	2.1%	3.8%	2.4%	3.6%	3.0%	19.2%	30.3%	5.9%	9.6%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.65	0.02%	0.1%	0.5%	1.2%	2.8%	4.9%	5.2%	3.3%	19.5%	27.7%	7.9%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.68	0.2%	0.4%	1.2%	2.7%	3.9%	4.8%	6.9%	2.7%	21.7%	31.0%	9.0%	12.9%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.38	0%	0.1%	0.5%	1.6%	3.3%	6.6%	8.9%	4.2%	32.3%	57.2%	11.8%	11.6%	NewNew Peak	Sep '26

Notable Equity Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	59.31	1.2%	-0.6%	-1.0%	-0.2%	14.7%	15.2%	17.7%	11.6%	81.3%	117.9%	25.8%	55.2%	-2.6%	Aug '26
Int’l Min Volatility- Franklin	42.84	1.0%	1.3%	1.0%	6.5%	9.8%	31.0%	27.1%	19.6%	82.8%	121.3%	45.6%	59.9%	NewNew Peak	Aug '26
MidCap 30 - Hennessy (hi fee)	25.67	-0.3%	-2.9%	-7.4%	-10.4%	7.7%	5.9%	3.0%	5.8%	59.6%	106.3%	8.1%	37.7%	-13.5%	Jun '26
Small Value- Avantis	122.57	-0.12%	-1.6%	-2.9%	0.8%	15.9%	22.2%	7.4%	21.3%	63.6%	80.2%	29.1%	66.8%	-4.5%	Aug '26
Mid Value- Pacer Cash Cows	69.73	0.2%	-0.3%	-0.4%	13.5%	13.0%	24.0%	9.0%	17.1%	47.0%	74.1%	22.7%	51.3%	-3.5%	Sep '26
Growth- S&P Momentum	146.54	2.0%	-1.2%	-2.9%	-8.2%	26.8%	21.7%	26.6%	23.3%	153.4%	147.9%	43.9%	79.1%	-9.4%	Jun '26
Invesco S&P Quality	83.43	0.6%	-1.3%	-3.8%	-6.4%	10.5%	15.5%	13.2%	11.8%	67.2%	79.6%	19.2%	42.9%	-7.4%	Jun '26
Rotation Factor- BlackRock	69.22	1.1%	-0.6%	-0.4%	2.4%	17.5%	18.9%	20.0%	14.6%	96.1%	104.4%	31.2%	61.3%	-1.4%	Aug '26
US Min Volatility- Fidelity	71.67	0.4%	-0.5%	-1.1%	5.0%	10.7%	10.8%	11.8%	8.2%	48.6%	57.2%	15.8%	34.1%	-2.7%	Aug '26
Derivative Income- JPMorgan	56.23	0.5%	-0.7%	-2.1%	2.2%	3.3%	7.0%	8.1%	3.7%	29.1%	41.6%	7.4%	23.8%	-2.7%	Aug '26

Alternative Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	18.19	0.6%	0.2%	3.1%	4.8%	10.9%	14.0%	6.5%	15.1%	35.0%	47.7%	20.7%	26.1%	NewNew Peak	Sep '26
Multistrategy- AQR	15.56	0.3%	0.6%	3.2%	5.7%	7.5%	14.9%	16.4%	11.1%	46.3%	85.3%	22.4%	27.6%	NewNew Peak	Sep '26
Long Short- AQR	22.48	0.5%	0.4%	0.9%	7.0%	9.3%	15.9%	34.4%	6.2%	93.0%	204.3%	32.6%	38.1%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.90	0.4%	1.1%	2.1%	3.9%	14.1%	21.6%	18.3%	17.4%	82.4%	95.5%	37.5%	31.2%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.78	0.04%	0.1%	0.6%	1.5%	3.0%	6.6%	7.2%	4.0%	20.4%	42.6%	10.5%	9.6%	NewNew Peak	Sep '26
Long Short- First Trust	76.65	0.9%	0.1%	0.3%	3.2%	10.7%	11.9%	9.1%	8.4%	48.3%	64.9%	14.4%	29.2%	-0.5%	Sep '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	347.33	1.3%	2.6%	1.0%	-5.6%	13.0%	38.2%	66.0%	11.2%	153.7%	149.0%	88.6%	141.2%	-13.6%	May '26
Meta (Communications)	682.31	1.3%	5.3%	25.5%	18.2%	10.9%	-12.3%	13.1%	3.6%	127.5%	88.7%	-2.6%	34.2%	-13.3%	Aug '25
Amazon (Cyclical)	251.19	2.1%	-2.2%	-3.2%	2.8%	19.7%	8.6%	5.2%	8.8%	79.4%	45.1%	10.8%	47.2%	-11.6%	Aug '26
Tesla (Cyclical)	366.20	2.3%	0.2%	8.7%	-8.6%	-6.8%	-12.2%	11.4%	-18.6%	38.0%	44.6%	1.6%	65.1%	-25.2%	Dec '25
Procter & Gamble (Defensive)	147.55	0.4%	1.6%	2.9%	-1.1%	2.1%	-3.5%	-12.3%	5.3%	3.7%	16.2%	-7.6%	-2.8%	-12.7%	Mar '25
PepsiCo (Defensive)	133.66	-0.5%	-2.0%	-3.6%	-4.9%	-11.1%	-1.2%	-1.8%	-4.0%	-17.0%	2.0%	-1.8%	1.2%	-19.2%	Feb '26
Coca-Cola (Defensive)	88.06	0.2%	0.3%	-0.3%	11.6%	17.4%	36.0%	15.6%	28.4%	64.7%	87.2%	31.9%	34.1%	-3.7%	Aug '26
Exxon Mobil (Energy)	163.27	-0.03%	-1.6%	-1.4%	19.2%	5.0%	47.5%	16.0%	38.4%	53.2%	252.7%	55.1%	69.8%	-3.6%	Sep '26
Chevron (Energy)	211.57	0.01%	-1.2%	3.7%	22.9%	8.4%	38.4%	10.1%	42.7%	43.4%	167.2%	43.1%	64.4%	-2.8%	Sep '26
JPMorgan Chase (Financial)	349.31	0.11%	-1.9%	-3.8%	7.9%	22.6%	13.7%	37.3%	9.9%	150.2%	151.1%	28.9%	64.9%	-4.3%	Aug '26
Visa (Financial)	369.93	-0.3%	-0.1%	1.6%	13.3%	24.2%	10.3%	11.8%	6.1%	54.7%	73.3%	5.3%	21.4%	-3.7%	Aug '26
Mastercard (Financial)	565.73	-0.4%	-0.6%	-1.5%	15.7%	16.2%	-2.9%	9.0%	-0.4%	38.1%	69.9%	0.4%	19.0%	-5.7%	Aug '26
Bank of America (Financial)	58.18	0.5%	-7.2%	-9.0%	4.1%	25.5%	14.0%	28.0%	7.5%	117.4%	62.4%	31.5%	71.6%	-9.8%	Aug '26
UnitedHealth (Health)	375.21	-0.01%	-0.4%	-4.2%	-5.8%	33.5%	15.0%	-33.1%	15.9%	-17.8%	-2.3%	-23.3%	-29.4%	-34.9%	Apr '25
Johnson & Johnson (Health)	270.22	1.1%	1.7%	0.2%	18.9%	15.1%	58.7%	47.5%	32.7%	81.1%	88.6%	77.8%	87.1%	-2.9%	Sep '26
Eli Lilly (Health)	1152.44	1.3%	3.3%	-6.0%	5.1%	25.9%	52.0%	40.2%	7.8%	105.9%	424.1%	34.3%	60.4%	-10.0%	Aug '26
Union Pacific (Industrials)	282.48	0.6%	-0.7%	-5.0%	10.5%	20.6%	30.9%	3.9%	24.0%	41.6%	56.9%	18.8%	40.2%	-8.6%	Aug '26
Honeywell (Industrials)	206.49	-0.6%	2.0%	-9.3%	-13.8%	-13.6%	1.3%	-6.4%	2.3%	14.3%	6.0%	2.6%	17.7%	-19.9%	Mar '26
Nvidia (IT)	219.34	2.5%	0.5%	-0.1%	4.2%	21.9%	24.8%	38.9%	17.9%	400.4%	906.0%	57.9%	128.3%	-6.7%	May '26
Broadcom (IT)	347.30	2.3%	-4.1%	-8.6%	-15.4%	10.3%	1.3%	50.6%	0.7%	323.6%	653.9%	53.8%	124.7%	-27.8%	Jun '26
Adobe (IT)	252.67	0.9%	0.2%	-4.0%	29.5%	2.7%	-31.2%	-21.3%	-27.8%	-52.5%	-61.4%	-44.7%	-25.7%	-45.6%	Feb '25
Oracle (IT)	150.59	5.2%	0.2%	5.5%	-18.0%	-0.8%	-48.7%	18.1%	-22.0%	39.0%	86.5%	-15.6%	23.0%	-53.6%	Sep '25
salesforce.com (IT)	242.85	-2.9%	-2.0%	23.8%	60.0%	25.6%	0.1%	-20.2%	-7.9%	14.9%	-5.2%	-24.3%	0.7%	-31.7%	Jan '25
Linde PLC (Materials)	458.48	-0.8%	-1.7%	-3.9%	-10.2%	-5.6%	-2.4%	3.2%	8.6%	22.9%	58.6%	1.5%	13.1%	-15.9%	Jul '26
Sherwin-Williams (Materials)	320.94	-0.2%	-0.7%	-6.8%	0.3%	3.3%	-7.3%	-3.8%	-0.2%	26.8%	14.3%	-7.3%	3.8%	-13.7%	Sep '25
American Tower (Real Estate)	175.58	-0.5%	-1.3%	1.9%	-0.3%	-0.9%	-5.5%	-0.9%	2.0%	8.6%	-30.1%	-1.7%	-9.5%	-21.5%	Jul '25
Prologis Inc. (Real Estate)	135.18	1.1%	0.4%	-2.7%	-3.1%	4.6%	21.1%	25.1%	8.4%	21.3%	20.4%	17.8%	58.2%	-9.2%	Jul '26
NextEra Energy (Utilities)	81.28	1.1%	-1.3%	-5.0%	-5.6%	-9.3%	18.1%	15.5%	3.5%	30.2%	13.9%	24.0%	32.5%	-15.7%	Apr '26
Duke Energy (Utilities)	118.54	0.7%	-0.7%	-4.4%	-3.5%	-7.8%	1.9%	12.7%	3.8%	39.8%	44.2%	11.7%	7.7%	-9.6%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.86	0.6%	0.2%	-0.7%	-1.1%	2.2%	3.5%	9.4%	2.1%	23.6%	10.1%	10.0%	12.9%	-1.3%	Aug '26
Moderate-60% Stock	69.17	0.8%	-0.3%	-0.7%	-0.1%	8.3%	10.7%	16.4%	7.7%	47.7%	38.3%	21.3%	34.2%	-1.7%	Aug '26
Mod Agg-80% Stock	55.80	1.1%	-0.3%	-0.6%	0.4%	11.3%	14.3%	19.6%	10.8%	60.8%	51.3%	27.0%	45.6%	-1.8%	Aug '26
Aggressive-90% Stock	34.66	1.2%	-0.3%	-0.5%	0.2%	14.6%	18.8%	20.9%	14.5%	67.3%	55.0%	31.8%	55.4%	-1.8%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	77326.76	1.2%	0.2%	19.6%	22.9%	8.5%	-34.0%	-6.3%	-11.6%	189.0%	63.6%	-20.0%	1.4%	-38.0%	Oct '25
Ethereum	2476.45	1.2%	-1.5%	29.2%	44.9%	12.4%	-46.0%	-11.0%	-16.5%	51.2%	-27.1%	-8.8%	68.2%	-48.7%	Aug '25
BNB	751.18	1.8%	3.3%	24.5%	30.0%	15.2%	-23.5%	23.1%	-13.0%	247.8%	84.7%	14.9%	35.7%	-42.7%	Oct '25
Solana	104.32	2.8%	1.9%	35.4%	49.8%	15.8%	-57.9%	-34.2%	-16.2%	430.7%	-29.3%	-38.3%	-1.1%	-60.2%	Jan '25
Bitcoin ETF	43.30	0.6%	-1.1%	18.3%	21.6%	7.6%	-35.1%	-6.4%	-12.8%	-	-	-20.8%	-0.7%	-39.3%	Oct '25
Grayscale Bitcoin (hi fee)	59.14	0.7%	-1.1%	18.3%	21.2%	6.9%	-35.9%	-7.6%	-13.5%	240.4%	73.7%	-22.3%	-2.4%	-39.9%	Oct '25
Bloomberg Commodities	26.48	-0.3%	0.0%	6.4%	15.4%	9.3%	45.0%	14.9%	35.6%	53.0%	75.1%	42.2%	57.4%	-1.2%	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.30	-1.0%	-1.1%	0.2%	8.1%	8.5%	12.2%	1.1%	9.4%	20.5%	177.4%	11.1%	12.3%	-1.3%	Sep '26
10yr Treasury rate	4.95	-1.2%	-0.6%	5.1%	11.1%	16.2%	20.5%	-9.0%	18.8%	14.5%	261.1%	9.1%	16.1%	-1.2%	Sep '26
5yr Treasury rate	4.80	-1.2%	0.2%	9.9%	13.6%	24.3%	31.1%	-15.0%	29.0%	7.6%	454.4%	9.9%	22.7%	-1.2%	Sep '26
13-week T-bill	3.97	-0.13%	1.3%	7.0%	8.4%	9.8%	2.2%	-15.7%	11.8%	-25.2%	14060.7%	-6.0%	-5.1%	-7.5%	May '25
Crude Oil	101.15	-0.7%	1.1%	19.1%	32.0%	5.0%	59.1%	-19.9%	76.2%	10.6%	40.5%	40.0%	69.8%	-10.4%	Apr '26
Gold	4391.10	-0.2%	-0.4%	-0.7%	3.4%	-10.3%	19.4%	64.4%	1.2%	124.8%	150.7%	49.6%	46.8%	-17.4%	Jan '26
USD/EUR	0.87	-0.11%	1.0%	0.8%	-0.3%	0.4%	2.6%	-11.4%	2.2%	-7.0%	-	-9.1%	-4.4%	-10.9%	Jan '25
USD/JPY	157.10	0.7%	2.3%	-1.5%	-2.6%	-1.1%	6.2%	-0.4%	0.4%	6.4%	-	3.4%	7.7%	-4.1%	Jul '26
S&P 500 Volatility Index	15.44	-12.8%	-2.5%	-2.5%	-5.9%	-38.5%	-1.7%	-13.8%	3.3%	10.3%	-25.8%	1.1%	-70.5%	-70.5%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.10	0.10%	0.0%	-0.4%	0.3%	1.1%	2.8%	6.1%	1.6%	18.2%	18.8%	6.9%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.66	0.3%	-0.1%	-1.8%	-2.7%	-1.8%	-0.2%	4.3%	-1.3%	9.7%	2.9%	2.3%	4.8%	-3.2%	Jul '26
Interm Bond- Janus MSB	43.64	0.7%	0.5%	-1.3%	-1.9%	-1.6%	0.6%	8.8%	-1.1%	15.0%	1.6%	6.5%	5.4%	-3.2%	Feb '26
Interm Bond- Vanguard	74.24	0.5%	0.2%	-1.3%	-1.9%	-1.8%	-1.0%	8.5%	-1.9%	14.0%	-1.7%	5.5%	4.0%	-3.7%	Feb '26
Multisector Bond- Intrepid	8.87	0.2%	0.3%	0.1%	0.8%	3.3%	4.5%	8.2%	3.1%	28.2%	34.1%	9.8%	12.7%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.20	0.5%	0.2%	-1.0%	-1.3%	0.6%	0.8%	8.2%	-0.2%	17.9%	12.8%	6.1%	6.7%	-2.0%	Feb '26
Long Bond- Vanguard	71.64	1.0%	1.4%	0.8%	-3.6%	-1.0%	-2.9%	7.2%	-2.0%	12.8%	-16.0%	3.8%	7.4%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.05	0.2%	-0.2%	-2.4%	-3.6%	-2.4%	-0.1%	4.4%	-1.7%	11.8%	2.6%	2.1%	4.9%	-4.1%	Jul '26
Long Muni- iShares	55.26	0.3%	-0.1%	-2.0%	-3.2%	-2.3%	-0.4%	3.4%	-1.9%	7.8%	0.1%	1.9%	5.7%	-3.7%	Feb '26

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