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S&P 500

Return

60.2%

[

19.5%

annualized]

Dec 29 2023 - Aug 20 2026

DJIA (Large Value)

Return

40.0%

[

13.6%

annualized]

Dec 29 2023 - Aug 20 2026

Russell 2000 (Small Cap)

Return

47.6%

[

15.9%

annualized]

Dec 29 2023 - Aug 20 2026

Performance Range:

As of Aug 20 07:10 PM EDT, next update at 07:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7641.16	-0.9%	-2.0%	2.7%	2.8%	10.6%	19.5%	16.4%	11.6%	74.9%	72.0%	59.3%	113.6%	-2.0%	Aug '26
DJIA (Large Value)	52759.21	-1.3%	-2.0%	1.8%	5.5%	6.3%	17.4%	13.0%	9.8%	52.9%	50.2%	44.2%	80.6%	-2.9%	Aug '26
Russell 2000 (Small Cap)	2992.43	-1.3%	-2.0%	1.7%	6.2%	12.3%	31.9%	11.3%	20.6%	60.9%	38.1%	31.7%	77.3%	-2.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26067.17	-1.0%	-2.7%	2.2%	-0.8%	13.9%	23.1%	20.4%	12.2%	96.1%	77.2%	64.6%	150.2%	-3.8%	Jun '26
Aggregate Bond	97.49	-0.3%	-0.2%	-0.1%	0.3%	-1.4%	2.4%	7.2%	-0.1%	14.2%	-1.4%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	106.06	-0.5%	-0.5%	-0.6%	-0.6%	-2.7%	1.1%	7.9%	-1.1%	16.5%	-4.5%	-2.4%	23.8%	-2.9%	Feb '26
High Yield Bond	79.56	-0.2%	-0.3%	0.3%	1.1%	1.2%	5.0%	8.6%	2.1%	28.2%	20.4%	18.9%	39.2%	-0.3%	Aug '26
Preferred	30.45	-0.5%	-1.4%	0.9%	-0.8%	-1.6%	2.1%	4.9%	1.3%	21.3%	4.2%	2.5%	25.8%	-2.7%	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	52.42	-0.2%	0.2%	4.8%	5.8%	-0.2%	18.4%	9.9%	16.5%	37.4%	38.1%	28.2%	64.6%	-1.5%	Aug '26
Consumer Discretionary/Cyclical	116.68	-1.6%	-1.5%	1.8%	-0.9%	-0.3%	3.3%	7.4%	-1.9%	47.0%	36.9%	15.3%	73.4%	-5.9%	Jan '26
Financial Services	56.95	-0.9%	-2.2%	1.6%	10.6%	9.4%	9.4%	14.9%	4.9%	75.7%	64.7%	55.6%	100.2%	-2.2%	Aug '26
Real Estate	98.60	-0.01%	0.0%	-0.9%	3.1%	6.0%	12.9%	3.3%	13.6%	38.0%	12.1%	2.2%	49.9%	-2.3%	Jul '26
Communication Services	110.68	-0.6%	-1.7%	-0.1%	-4.4%	-4.7%	2.0%	23.1%	-5.4%	75.9%	40.8%	48.4%	142.0%	-7.3%	Jan '26
Energy	63.75	0.3%	4.4%	10.0%	7.4%	17.8%	53.2%	7.9%	44.6%	58.0%	233.0%	160.3%	80.3%	NewNew Peak	Aug '26
Industrials	179.77	-1.2%	-3.2%	0.9%	5.6%	2.0%	20.4%	19.3%	16.5%	76.6%	88.9%	83.4%	124.3%	-3.6%	Aug '26
Technology	183.10	-0.3%	-4.0%	4.2%	3.5%	30.3%	41.7%	24.6%	27.5%	126.4%	144.1%	115.8%	222.8%	-7.5%	Jun '26
Consumer Staples/Defensive	85.32	-1.4%	-0.8%	0.5%	0.5%	-1.7%	5.4%	1.5%	11.2%	26.7%	33.8%	24.6%	39.4%	-4.0%	Feb '26
Healthcare	172.39	-1.9%	2.4%	8.3%	17.7%	10.9%	27.6%	14.5%	12.3%	35.7%	37.3%	33.0%	50.5%	-1.9%	Aug '26
Utilities	43.77	-0.6%	-0.6%	-2.6%	-1.0%	-4.3%	4.4%	16.0%	3.9%	50.8%	45.4%	41.3%	59.4%	-7.1%	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	159.97	-0.5%	-1.5%	3.6%	3.8%	9.1%	22.5%	22.4%	13.8%	79.4%	71.1%	62.5%	120.8%	-1.5%	Aug '26
MSCI Emerging Markets	66.62	0.8%	-0.1%	4.8%	2.3%	7.4%	36.5%	34.0%	22.4%	86.4%	51.5%	50.1%	111.5%	-6.4%	Jun '26
FTSE Europe	92.01	-0.2%	-0.4%	4.9%	5.7%	4.1%	19.4%	35.8%	12.1%	69.2%	57.8%	55.1%	127.4%	-0.6%	Aug '26
MSCI Japan	94.27	-0.5%	-4.3%	4.2%	3.9%	3.6%	23.5%	25.9%	17.4%	73.5%	59.4%	56.5%	113.1%	-4.3%	Aug '26
MSCI India	49.55	0.02%	-0.9%	2.1%	3.2%	-7.2%	-7.9%	2.7%	-8.3%	15.2%	15.1%	7.4%	23.4%	-15.7%	Sep '24
MSCI China	55.51	0.2%	2.0%	2.6%	-1.3%	-8.4%	-5.6%	31.0%	-7.0%	38.3%	-5.6%	-1.3%	51.1%	-15.6%	Oct '25
International Bond	47.65	-0.2%	-0.5%	-0.1%	0.2%	-1.4%	1.1%	2.9%	0.2%	13.0%	-0.6%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	33.72	0.1%	0.9%	-1.5%	-2.5%	-7.9%	35.3%	52.7%	12.2%	52.0%	71.4%	94.2%	74.3%	-10.4%	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	701.01	-0.8%	-1.9%	2.8%	3.2%	11.2%	20.9%	17.8%	12.5%	81.8%	84.6%	70.1%	125.4%	-1.9%	Aug '26
US Large Growth	121.82	-0.7%	-3.1%	2.0%	-2.2%	7.6%	11.7%	19.8%	3.1%	92.2%	93.3%	75.6%	153.4%	-5.3%	Jun '26
US Large Value	256.17	-1.0%	-1.0%	3.7%	9.9%	14.5%	30.7%	15.7%	22.6%	72.5%	75.1%	65.8%	101.2%	-1.0%	Aug '26

US MidCap Blend	82.53	-0.7%	-2.0%	3.3%	7.4%	9.2%	19.5%	17.0%	14.5%	81.5%	81.9%	68.8%	118.4%	-2.3%	Aug '26
US MidCap Growth	303.06	-0.9%	-3.3%	3.4%	6.0%	10.2%	7.2%	10.7%	8.9%	55.8%	30.2%	24.5%	83.8%	-3.5%	Aug '26
US MidCap Value	207.92	-0.5%	-1.1%	3.2%	8.5%	8.6%	24.0%	12.1%	18.4%	62.9%	63.3%	53.0%	85.0%	-1.5%	Aug '26

US Small Blend	302.83	-1.0%	-1.9%	2.9%	6.7%	9.2%	25.3%	8.9%	18.2%	61.7%	49.7%	42.4%	84.8%	-2.1%	Aug '26
US Small Growth	382.63	-2.0%	-2.6%	2.3%	5.5%	13.7%	30.1%	12.9%	18.6%	67.3%	36.6%	33.0%	88.8%	-3.3%	Aug '26
US Small Value	223.81	-0.8%	-1.3%	1.3%	7.7%	12.1%	36.8%	12.4%	24.3%	66.5%	56.3%	45.1%	82.8%	-1.6%	Aug '26

Foreign Large Blend	107.35	-0.3%	-1.2%	4.7%	5.2%	4.0%	20.1%	31.6%	13.6%	68.9%	58.3%	55.8%	116.6%	-1.2%	Aug '26
Foreign Growth	124.75	-0.6%	-1.9%	4.9%	4.4%	2.4%	14.1%	20.7%	10.4%	46.6%	24.1%	22.0%	84.9%	-1.9%	Aug '26
Foreign Value	81.42	-0.12%	-0.6%	4.5%	6.1%	5.6%	26.2%	42.2%	17.0%	93.1%	98.8%	96.1%	151.5%	-1.0%	Aug '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	23.03		-0.3%	-0.2%	0.6%	1.6%	3.5%	2.7%	3.6%	2.6%	20.2%	30.9%	28.5%	34.4%	-0.3%	Aug '26
Ultra Short- Janus AAA CLO	50.65		0.04%	0.1%	0.5%	1.2%	2.2%	4.8%	5.2%	2.9%	19.8%	27.2%	26.9%	29.2%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.59		0.10%	0.1%	1.0%	1.5%	2.9%	4.7%	6.9%	1.6%	22.9%	30.8%	29.0%	35.5%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.0%	0.5%	1.6%	3.0%	6.9%	8.9%	3.7%	33.2%	57.5%	52.6%	45.7%	NewNew Peak	Aug '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	59.61		-0.6%	-2.1%	2.2%	3.0%	9.0%	19.9%	17.7%	12.2%	85.6%	117.8%	109.3%	131.1%	-2.1%	Aug '26
Int’l Min Volatility- Franklin	42.74		0.07%	-0.5%	2.7%	4.5%	6.4%	28.5%	27.1%	18.3%	90.3%	114.2%	111.0%	126.6%	-0.7%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.85	p	EOD	-1.8%	0.2%	2.3%	7.4%	19.3%	3.0%	14.8%	73.1%	122.2%	114.2%	120.2%	-6.1%	Jun '26
Small Value- Avantis	125.62		-0.7%	-1.9%	0.8%	5.7%	9.4%	34.3%	7.4%	24.0%	64.3%	88.4%	67.7%	92.5%	-2.4%	Aug '26
Mid Value- Pacer Cash Cows	71.22		-0.6%	0.5%	10.1%	12.3%	11.4%	27.4%	9.0%	18.9%	49.2%	76.8%	64.4%	77.8%	-0.6%	Aug '26
Growth- S&P Momentum	148.31		-0.03%	-2.9%	2.6%	3.6%	24.2%	29.5%	26.6%	24.8%	161.8%	155.4%	142.5%	198.0%	-8.3%	Jun '26
Invesco S&P Quality	85.58		-0.6%	-2.1%	1.2%	3.1%	7.1%	19.6%	13.2%	14.7%	75.4%	81.6%	70.7%	125.0%	-5.0%	Jun '26
Rotation Factor- BlackRock	68.86		-0.8%	-2.1%	2.9%	4.0%	12.5%	23.0%	20.0%	13.8%	98.9%	103.9%	92.3%	160.5%	-2.1%	Aug '26
US Min Volatility- Fidelity	72.40		-0.7%	-1.0%	3.6%	4.4%	7.1%	14.2%	11.8%	9.4%	52.1%	57.0%	48.7%	81.4%	-1.7%	Aug '26
Derivative Income- JPMorgan	57.72		-0.4%	-0.3%	3.0%	4.8%	1.1%	9.5%	8.1%	5.7%	34.3%	42.1%	36.9%	56.3%	-0.5%	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	17.63	p	EOD	0.4%	1.9%	1.7%	10.7%	10.5%	6.5%	11.5%	31.7%	47.4%	44.4%	43.9%	-0.2%	Aug '26
Multistrategy- AQR	15.03	p	EOD	-0.1%	2.4%	2.0%	3.6%	13.9%	16.4%	7.3%	45.8%	81.4%	76.2%	57.5%	-0.3%	Aug '26
Long Short- AQR	22.08	p	EOD	-0.9%	6.1%	5.8%	5.4%	17.4%	34.4%	4.3%	95.9%	193.7%	169.4%	156.9%	-1.1%	Aug '26
Mkt Neutral- BlackRock	15.48	p	EOD	-0.9%	2.6%	4.4%	13.8%	23.1%	18.3%	14.3%	78.8%	91.2%	93.1%	93.8%	-0.9%	Aug '26
Multi Strategy- Variant	25.83	p	EOD	0.0%	0.4%	1.3%	3.0%	6.6%	7.2%	3.5%	20.4%	42.7%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	75.78		-0.12%	-0.7%	1.5%	2.3%	6.8%	13.4%	9.1%	7.1%	48.3%	63.6%	53.9%	70.1%	-0.9%	Aug '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)	340.67	-1.2%	-1.6%	-3.2%	-12.4%	8.3%	71.4%	66.0%	9.0%	169.6%	150.1%	137.0%	252.3%	-15.3%	May '26
Meta (Communications)	545.83	-0.04%	-8.3%	-15.5%	-9.7%	-16.6%	-26.8%	13.1%	-17.2%	94.4%	53.2%	62.6%	331.9%	-30.7%	Aug '25
Amazon (Cyclical)	260.11	-2.2%	-1.9%	4.0%	-1.8%	23.8%	16.2%	5.2%	12.7%	95.2%	62.6%	52.6%	130.4%	-8.4%	Aug '26
Tesla (Cyclical)	345.13	-1.7%	1.5%	-6.6%	-17.3%	-16.2%	6.6%	11.4%	-23.3%	60.2%	52.2%	-13.7%	58.9%	-29.5%	Dec '25
Procter & Gamble (Defensive)	142.97	-1.0%	-0.9%	-3.4%	1.1%	-9.7%	-7.7%	-12.3%	2.0%	1.4%	12.0%	-0.8%	27.6%	-16.5%	Dec '24
PepsiCo (Defensive)	142.08	-0.4%	1.0%	4.9%	-3.8%	-12.2%	-2.0%	-1.8%	0.9%	-11.5%	5.1%	-5.1%	-5.0%	-19.0%	May '23
Coca-Cola (Defensive)	90.50	0.2%	3.5%	10.2%	11.7%	14.9%	31.6%	15.6%	31.2%	62.2%	85.3%	74.3%	83.3%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	166.15	0.8%	5.4%	12.7%	7.0%	14.3%	57.5%	16.0%	40.8%	66.6%	275.4%	207.5%	92.4%	-1.8%	Mar '26
Chevron (Energy)	205.77	0.00%	5.0%	9.4%	8.5%	13.9%	39.6%	10.1%	38.8%	45.0%	166.6%	108.4%	53.4%	-0.8%	Mar '26
JPMorgan Chase (Financial)	351.55	-1.6%	-3.2%	3.7%	16.9%	14.2%	22.6%	37.3%	10.7%	152.1%	157.5%	144.9%	270.5%	-3.7%	Aug '26
Visa (Financial)	365.73	0.05%	0.1%	1.6%	10.8%	14.4%	7.2%	11.8%	4.9%	57.1%	64.2%	71.2%	111.6%	-1.1%	Aug '26
Mastercard (Financial)	573.85	0.02%	1.2%	4.8%	15.4%	9.4%	-2.6%	9.0%	1.0%	49.0%	66.5%	59.1%	107.1%	-3.6%	Aug '25
Bank of America (Financial)	61.86	-2.1%	-3.5%	2.4%	21.4%	17.9%	30.7%	28.0%	13.7%	129.1%	73.2%	49.9%	127.9%	-4.6%	Aug '26
UnitedHealth (Health)	384.85	-1.0%	-3.6%	-8.7%	1.0%	34.5%	31.8%	-33.1%	18.2%	-18.0%	-2.2%	-16.9%	-17.3%	-35.8%	Nov '24
Johnson & Johnson (Health)	267.37	-2.2%	2.0%	7.5%	17.3%	11.5%	53.2%	47.5%	30.6%	69.2%	71.5%	77.2%	83.2%	-2.2%	Aug '26
Eli Lilly (Health)	1244.40	-2.8%	3.1%	8.7%	22.3%	23.7%	77.5%	40.2%	16.4%	132.5%	380.7%	377.7%	295.6%	-2.8%	Aug '26
Union Pacific (Industrials)	303.97	0.7%	2.1%	2.6%	15.0%	15.4%	37.7%	3.9%	32.8%	44.3%	52.1%	36.0%	72.6%	-1.1%	Jul '26
Honeywell (Industrials)	218.32	-1.5%	-6.4%	-3.2%	-4.0%	-13.5%	3.8%	-6.4%	8.1%	26.0%	7.5%	17.9%	38.9%	-15.4%	Mar '26
Nvidia (IT)	216.85	-0.3%	-3.8%	6.7%	-2.8%	14.4%	23.8%	38.9%	16.4%	401.8%	945.4%	622.2%	1790.3%	-7.9%	May '26
Broadcom (IT)	364.03	0.4%	-12.9%	-3.7%	-12.7%	9.8%	25.9%	50.6%	5.6%	357.0%	741.5%	494.6%	794.9%	-24.3%	Jun '26
Adobe (IT)	272.22	-0.09%	0.6%	16.0%	7.4%	5.3%	-23.0%	-21.3%	-22.2%	-46.4%	-57.9%	-51.8%	-4.9%	-57.1%	Feb '24
Oracle (IT)	142.07	-1.2%	-9.1%	17.0%	-24.2%	-3.4%	-38.9%	18.1%	-26.4%	26.4%	70.9%	72.3%	133.4%	-56.2%	Sep '25
salesforce.com (IT)	205.43	-0.3%	2.0%	18.2%	14.4%	11.5%	-15.9%	-20.2%	-22.1%	2.0%	-18.4%	-18.2%	46.9%	-43.4%	Dec '24
Linde PLC (Materials)	481.29	0.03%	0.6%	-6.0%	-4.7%	-2.4%	1.1%	3.2%	13.6%	33.3%	64.1%	51.1%	86.2%	-12.0%	Jul '26
Sherwin-Williams (Materials)	346.91	-1.9%	-4.0%	7.2%	13.0%	-3.3%	-4.8%	-3.8%	7.6%	31.6%	17.9%	6.6%	78.2%	-12.0%	Nov '24
American Tower (Real Estate)	175.72	0.7%	0.9%	5.2%	-3.6%	-4.3%	-12.9%	-0.9%	2.1%	10.6%	-29.4%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	140.68	-0.4%	-0.4%	-4.6%	-2.1%	0.9%	31.8%	25.1%	11.9%	27.4%	21.0%	-2.3%	57.4%	-6.3%	Jul '26
NextEra Energy (Utilities)	85.03	-1.0%	-1.1%	-3.4%	-3.0%	-6.4%	14.8%	15.5%	7.4%	37.0%	12.4%	4.9%	30.0%	-12.5%	Apr '26
Duke Energy (Utilities)	122.69	-0.7%	-0.6%	-1.7%	0.0%	-1.5%	2.0%	12.7%	7.4%	50.6%	38.8%	42.4%	66.6%	-6.5%	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	16.02	p	EOD	-0.3%	1.0%	1.3%	1.0%	6.5%	9.4%	3.1%	25.5%	11.1%	11.7%	33.8%	-0.3%	Aug '26
Moderate-60% Stock	69.63		-0.4%	-1.1%	2.1%	2.4%	4.7%	14.5%	16.4%	8.4%	50.6%	40.0%	36.2%	72.9%	-1.1%	Aug '26
Mod Agg-80% Stock	56.30	p	EOD	-0.9%	3.3%	3.6%	7.1%	19.2%	19.6%	11.8%	64.7%	53.9%	48.5%	95.1%	-0.9%	Aug '26
Aggressive-90% Stock	34.94	p	EOD	-1.0%	3.3%	4.2%	9.5%	24.3%	20.9%	15.4%	71.4%	58.4%	51.8%	102.7%	-1.0%	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	72818.99	5.1%	14.9%	11.6%	-6.0%	7.1%	-36.3%	-6.3%	-16.8%	179.5%	47.6%	56.7%	280.1%	-41.6%	Oct '25
Ethereum	2317.60	2.9%	23.0%	21.7%	9.0%	17.7%	-46.5%	-11.0%	-21.9%	39.5%	-29.5%	-38.4%	79.0%	-52.0%	Aug '25
BNB	654.94	4.5%	7.4%	14.8%	0.9%	4.7%	-24.6%	23.1%	-24.1%	203.1%	44.0%	27.9%	141.7%	-50.0%	Oct '25
Solana	87.36	2.3%	14.7%	12.3%	1.5%	3.2%	-53.4%	-34.2%	-29.8%	309.5%	11.0%	-48.7%	180.3%	-66.6%	Jan '25
Bitcoin ETF	41.20	6.2%	14.8%	11.7%	-6.3%	7.2%	-36.5%	-6.4%	-17.0%	-	-	-	-	-42.2%	Oct '25
Grayscale Bitcoin (hi fee)	56.28	6.2%	14.7%	11.6%	-6.7%	6.6%	-37.3%	-7.6%	-17.7%	258.1%	57.4%	81.8%	455.8%	-42.8%	Oct '25
Bloomberg Commodities	25.32	0.8%	3.9%	5.9%	0.1%	18.0%	43.6%	14.9%	29.6%	51.1%	79.2%	64.6%	42.8%	-2.3%	May '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	5.24	0.8%	0.5%	2.3%	2.4%	10.8%	6.8%	1.1%	8.2%	19.6%	179.5%	159.8%	34.8%	-1.4%	Aug '26
10yr Treasury rate	4.70	0.9%	1.2%	2.1%	2.7%	14.9%	9.3%	-9.0%	12.8%	10.5%	272.7%	188.5%	20.3%	-5.9%	Oct '23
5yr Treasury rate	4.39	0.8%	1.7%	1.4%	3.8%	20.2%	15.1%	-15.0%	17.9%	0.1%	458.9%	221.4%	6.7%	-11.6%	Oct '23
13-week T-bill	3.70	0.08%	-0.1%	-0.1%	4.1%	3.0%	-10.0%	-15.7%	4.4%	-29.8%	8511.6%	6886.8%	4.8%	-30.8%	Oct '23
Crude Oil	86.31	0.6%	6.2%	3.7%	-12.2%	30.0%	36.5%	-19.9%	50.3%	6.2%	38.5%	13.4%	-1.1%	-23.6%	Apr '26
Gold	4580.10	2.0%	5.0%	14.2%	1.1%	-9.5%	37.0%	64.5%	5.9%	142.8%	157.2%	154.5%	174.2%	-13.9%	Jan '26
USD/EUR	0.86	-0.12%	-1.3%	-2.3%	-0.5%	0.7%	-0.3%	-11.4%	0.5%	-	-	-2.7%	-16.9%	-12.3%	Jan '25
USD/JPY	158.93	0.4%	-0.3%	-2.2%	0.0%	2.4%	7.9%	-0.4%	1.6%	-	-	38.0%	8.3%	-3.0%	Jul '26
S&P 500 Volatility Index	16.01	7.5%	9.4%	-14.2%	-8.2%	-16.1%	2.0%	-13.8%	7.1%	-7.5%	-13.7%	-3.6%	-52.3%	-69.4%	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	50.46		-0.05%	0.0%	0.4%	1.0%	1.1%	4.0%	6.1%	1.9%	19.1%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.73		-0.08%	-0.5%	-0.6%	0.5%	-1.0%	4.3%	4.3%	0.6%	11.6%	4.7%	4.9%	16.5%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.48		-0.4%	-0.2%	0.0%	0.5%	-1.3%	4.2%	8.8%	0.3%	17.2%	3.3%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	75.52		-0.3%	-0.3%	-0.2%	0.2%	-1.8%	1.8%	8.5%	-0.6%	15.5%	-0.7%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	-0.1%	0.1%	1.5%	2.7%	6.0%	8.2%	3.1%	29.7%	35.3%	32.2%	39.0%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.82		-0.2%	-0.3%	0.1%	1.0%	-0.9%	2.9%	8.2%	0.8%	19.6%	14.4%	14.7%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	71.82		-0.8%	-0.6%	-1.2%	-1.5%	-4.5%	0.0%	7.2%	-2.2%	14.1%	-16.0%	-13.6%	22.0%	-5.1%	Oct '25
Long CA Muni- PIMCO	9.29	p	EOD	-0.6%	-0.6%	0.8%	-0.6%	5.9%	4.4%	0.9%	14.6%	5.1%	4.9%	20.6%	-1.6%	Jul '26
Long Muni- iShares	56.58		-0.12%	-0.6%	-0.6%	0.4%	-1.4%	4.6%	3.4%	0.2%	9.8%	2.1%	2.1%	14.0%	-1.7%	Feb '26

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