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S&P 500

Return

62.4%

[

20.5%

annualized]

Dec 29 2023 - Aug 05 2026

DJIA (Large Value)

Return

44.7%

[

15.3%

annualized]

Dec 29 2023 - Aug 05 2026

Russell 2000 (Small Cap)

Return

49.2%

[

16.6%

annualized]

Dec 29 2023 - Aug 05 2026

Performance Range:

As of Aug 05 12:30 PM EDT, next update at 12:40 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	7745.02	0.11%	5.9%	3.5%	6.7%	13.9%	23.0%	16.4%	13.1%	73.0%	74.9%	61.5%	116.5%	NewNew Peak	Aug '26
DJIA (Large Value)	54549.08	0.9%	5.7%	3.1%	10.7%	11.5%	23.7%	13.0%	13.5%	55.6%	55.6%	49.1%	86.7%	NewNew Peak	Aug '26
Russell 2000 (Small Cap)	3023.93	-0.4%	4.0%	0.9%	6.3%	17.3%	35.9%	11.3%	21.8%	54.5%	35.2%	33.1%	79.2%	-0.4%	Aug '26
NASDAQ Comp (Tech/Growth)	26519.43	-0.2%	8.5%	2.7%	4.7%	17.7%	26.8%	20.4%	14.1%	90.7%	78.0%	67.5%	154.6%	-2.1%	Jun '26
Aggregate Bond	97.60	-0.07%	0.0%	-1.0%	-0.5%	-0.8%	2.0%	7.2%	-0.3%	12.7%	-1.8%	0.1%	17.0%	-2.1%	Feb '26
Corp Bond	106.68	-0.07%	0.4%	-1.8%	-1.1%	-1.6%	1.1%	7.9%	-1.0%	14.7%	-4.7%	-2.2%	24.0%	-2.7%	Feb '26
High Yield Bond	79.48	-0.09%	0.3%	-0.3%	0.4%	1.2%	4.5%	8.6%	1.5%	26.5%	19.5%	18.2%	38.4%	-0.5%	Jul '26
Preferred	30.70	-0.10%	2.0%	0.7%	-1.5%	0.4%	3.3%	4.9%	1.6%	19.5%	3.9%	2.9%	26.3%	-2.3%	May '26

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	52.60	1.1%	1.7%	1.1%	2.5%	5.0%	21.0%	9.9%	16.9%	33.3%	40.0%	28.6%	65.1%	-1.1%	Feb '26
Consumer Discretionary/Cyclical	118.53	0.2%	6.2%	1.2%	0.6%	1.3%	9.1%	7.4%	-0.3%	41.6%	35.5%	17.1%	76.1%	-4.4%	Jan '26
Financial Services	57.97	0.2%	2.3%	4.2%	12.8%	9.7%	13.9%	14.9%	6.8%	74.1%	70.3%	58.4%	103.8%	NewNew Peak	Aug '26
Real Estate	98.56	-0.4%	-2.1%	0.5%	3.8%	10.6%	13.4%	3.3%	13.6%	33.7%	11.5%	2.1%	49.9%	-2.4%	Jul '26
Communication Services	110.39	-1.5%	0.8%	0.7%	-4.3%	-4.5%	4.1%	23.1%	-5.7%	70.2%	40.3%	48.0%	141.3%	-7.5%	Jan '26
Energy	57.58	-1.6%	-1.8%	8.2%	-2.4%	11.8%	38.9%	7.9%	30.6%	45.8%	181.3%	135.1%	62.9%	-7.3%	Mar '26
Industrials	186.92	0.3%	5.8%	1.6%	8.7%	11.6%	25.5%	19.3%	21.1%	80.3%	95.5%	90.7%	133.2%	NewNew Peak	Aug '26
Technology	187.67	0.4%	12.7%	3.9%	13.4%	38.7%	45.0%	24.6%	30.7%	123.7%	151.4%	121.2%	230.8%	-5.2%	Jun '26
Consumer Staples/Defensive	85.04	-0.4%	-2.7%	0.1%	1.9%	-0.9%	8.6%	1.5%	10.9%	23.6%	36.7%	24.2%	39.0%	-4.3%	Feb '26
Healthcare	163.96	1.1%	-1.4%	0.1%	13.3%	6.8%	25.9%	14.5%	6.8%	30.2%	33.6%	26.5%	43.1%	-2.0%	Jul '26
Utilities	43.56	-1.2%	-3.0%	-4.8%	-5.5%	2.4%	3.6%	16.0%	3.4%	48.9%	50.0%	40.6%	58.6%	-7.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	160.87	0.1%	5.5%	3.0%	6.3%	13.1%	25.8%	22.4%	14.4%	74.9%	70.3%	63.4%	122.0%	NewNew Peak	Aug '26
MSCI Emerging Markets	66.02	0.03%	8.1%	0.5%	1.5%	13.4%	37.8%	34.0%	21.3%	75.0%	41.9%	48.8%	109.6%	-7.3%	Jun '26
FTSE Europe	91.96	0.13%	3.5%	2.9%	7.3%	7.9%	24.4%	35.8%	12.0%	64.2%	55.9%	55.1%	127.2%	NewNew Peak	Aug '26
MSCI Japan	95.49	0.9%	6.9%	2.5%	7.6%	11.5%	32.8%	25.9%	18.9%	68.7%	58.4%	58.5%	115.9%	-1.5%	Jun '26
MSCI India	50.31	-0.4%	2.3%	1.5%	2.3%	-5.0%	-4.0%	2.7%	-6.9%	15.1%	17.5%	9.0%	25.3%	-14.4%	Sep '24
MSCI China	56.08	-0.02%	1.8%	10.2%	-1.3%	-6.1%	-1.2%	31.0%	-6.0%	26.3%	-11.9%	-0.3%	52.7%	-14.7%	Oct '25
International Bond	47.97	-0.01%	0.3%	-0.6%	0.6%	-0.1%	1.1%	2.9%	0.6%	12.9%	-0.3%	2.0%	18.2%	-1.4%	Feb '26
iShares Latin America	35.30	0.6%	2.9%	4.8%	-1.6%	1.5%	45.6%	52.7%	17.4%	52.1%	70.4%	103.3%	82.4%	-6.2%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	709.77	0.11%	5.8%	3.6%	7.0%	14.6%	24.4%	17.8%	13.9%	79.9%	87.5%	72.2%	128.2%	NewNew Peak	Aug '26
US Large Growth	124.71	0.3%	9.3%	2.9%	3.7%	12.0%	15.3%	19.8%	5.6%	90.9%	96.9%	79.7%	159.4%	-3.1%	Jun '26
US Large Value	256.11	-0.2%	2.6%	3.8%	10.7%	16.8%	33.8%	15.7%	22.6%	69.0%	76.0%	65.8%	101.2%	-0.2%	Aug '26

US MidCap Blend	82.75	-0.2%	2.6%	2.8%	6.8%	13.4%	20.6%	17.0%	14.8%	75.7%	81.2%	69.3%	118.9%	-0.2%	Aug '26
US MidCap Growth	307.24	0.03%	5.8%	2.0%	6.4%	15.8%	7.2%	10.7%	10.4%	52.5%	30.2%	26.2%	86.3%	NewNew Peak	Aug '26
US MidCap Value	206.85	-0.3%	0.4%	3.3%	7.3%	11.7%	26.0%	12.1%	17.8%	56.7%	63.0%	52.2%	84.0%	-0.3%	Jul '26

US Small Blend	304.25	-0.4%	3.8%	1.3%	6.4%	13.9%	27.7%	8.9%	18.7%	55.6%	47.1%	43.1%	85.6%	-0.4%	Aug '26
US Small Growth	388.33	-0.01%	6.8%	0.4%	5.6%	19.4%	33.2%	12.9%	20.4%	60.8%	32.4%	35.0%	91.6%	-1.4%	Jun '26
US Small Value	225.73	-0.5%	1.9%	2.0%	8.1%	16.6%	42.6%	12.4%	25.4%	60.2%	55.6%	46.4%	84.4%	-0.5%	Aug '26

Foreign Large Blend	107.61	0.3%	4.1%	3.1%	7.1%	9.0%	25.9%	31.6%	13.8%	63.9%	56.4%	56.2%	117.1%	NewNew Peak	Aug '26
Foreign Growth	125.00	0.3%	5.4%	1.1%	5.4%	8.2%	18.2%	20.7%	10.6%	41.7%	22.5%	22.3%	85.3%	-0.3%	Jun '26
Foreign Value	81.61	0.2%	2.8%	4.8%	8.8%	9.9%	33.6%	42.2%	17.3%	87.9%	96.2%	96.5%	152.1%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.96		-0.02%	-0.3%	0.3%	1.1%	2.7%	2.0%	3.6%	1.6%	19.9%	30.0%	27.4%	33.2%	-0.4%	Jul '26
Ultra Short- Janus AAA CLO	50.53		0.03%	-0.3%	0.0%	0.7%	1.8%	4.5%	5.2%	2.2%	19.3%	26.5%	26.1%	28.4%	-0.3%	Jul '26
Bank Loan- Invesco	20.47		0.07%	0.5%	1.1%	0.7%	2.5%	4.3%	6.9%	1.0%	22.6%	30.3%	28.2%	34.7%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.30	p	EOD	0.1%	0.6%	1.4%	3.0%	6.8%	8.9%	3.4%	33.5%	58.0%	52.2%	45.3%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	60.69		0.12%	5.7%	3.6%	6.0%	13.5%	23.3%	17.7%	14.3%	84.6%	120.9%	113.1%	135.3%	NewNew Peak	Aug '26
Int’l Min Volatility- Franklin	42.60		-0.2%	-0.5%	3.8%	6.0%	10.1%	34.0%	27.1%	18.0%	86.6%	117.1%	110.4%	125.9%	-1.0%	Jul '26
MidCap 30 - Hennessy (hi fee)	29.25	p	EOD	5.6%	1.6%	3.9%	16.3%	31.8%	3.0%	20.5%	75.5%	129.1%	125.0%	131.3%	-1.4%	Jun '26
Small Value- Avantis	127.89		-0.7%	2.2%	3.5%	6.8%	14.9%	40.3%	7.4%	26.2%	61.2%	90.0%	70.8%	96.0%	-0.7%	Aug '26
Mid Value- Pacer Cash Cows	67.84		-0.5%	0.0%	6.3%	6.8%	8.5%	24.3%	9.0%	13.3%	41.6%	69.4%	56.6%	69.4%	-0.5%	Aug '26
Growth- S&P Momentum	152.24		0.7%	11.6%	0.9%	10.6%	31.8%	33.8%	26.6%	28.2%	176.2%	161.0%	148.9%	205.9%	-5.8%	Jun '26
Invesco S&P Quality	87.13		0.02%	4.7%	-0.8%	6.9%	12.5%	24.2%	13.2%	16.8%	76.5%	86.0%	73.8%	129.0%	-3.3%	Jun '26
Rotation Factor- BlackRock	69.83		0.3%	6.4%	4.0%	8.4%	16.5%	27.0%	20.0%	15.3%	96.7%	105.2%	95.0%	164.2%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	72.88		-0.3%	2.3%	4.1%	5.8%	8.2%	17.6%	11.8%	10.1%	51.9%	59.9%	49.7%	82.6%	-0.3%	Aug '26
Derivative Income- JPMorgan	57.44		0.1%	0.9%	1.3%	3.1%	2.1%	10.6%	8.1%	4.5%	31.3%	42.4%	35.4%	54.5%	-0.7%	Feb '26

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	17.49	p	EOD	1.2%	1.3%	1.7%	9.7%	11.5%	6.5%	10.6%	31.4%	45.6%	43.2%	42.7%	-0.2%	Aug '26
Multistrategy- AQR	14.80	p	EOD	0.7%	2.4%	0.8%	3.8%	13.1%	16.4%	5.6%	45.2%	77.3%	73.5%	55.1%	-0.8%	Jun '26
Long Short- AQR	21.60	p	EOD	3.8%	6.4%	5.1%	3.4%	17.0%	34.4%	2.1%	94.6%	190.3%	163.5%	151.3%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.37	p	EOD	2.4%	2.9%	5.6%	13.1%	24.2%	18.3%	13.4%	78.4%	86.6%	91.8%	92.4%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.78	p	EOD	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.3%	20.6%	42.9%	38.1%	29.5%	NewNew Peak	Aug '26
Long Short- First Trust	75.95		0.2%	2.2%	2.8%	3.1%	7.9%	15.8%	9.1%	7.4%	46.6%	62.6%	54.2%	70.5%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	364.98	-3.4%	8.4%	1.4%	-6.0%	10.3%	88.0%	66.0%	16.8%	187.4%	170.2%	154.0%	277.4%	-9.3%	May '26
Meta (Communications)	583.13	-0.8%	-0.4%	0.0%	-3.5%	-12.8%	-23.4%	13.1%	-11.5%	89.3%	62.1%	73.8%	361.4%	-25.9%	Aug '25
Amazon (Cyclical)	273.07	-1.6%	20.5%	12.5%	-0.2%	22.6%	27.8%	5.2%	18.3%	95.7%	61.8%	60.2%	141.9%	-3.9%	Aug '26
Tesla (Cyclical)	323.61	-1.1%	8.5%	-17.8%	-16.9%	-18.5%	4.8%	11.4%	-28.0%	27.5%	35.8%	-19.1%	49.0%	-33.9%	Dec '25
Procter & Gamble (Defensive)	145.64	-1.6%	-0.3%	-3.1%	1.3%	-6.8%	-0.4%	-12.3%	3.9%	1.5%	16.2%	1.0%	30.0%	-15.0%	Dec '24
PepsiCo (Defensive)	138.46	-0.5%	-3.5%	-4.0%	-9.8%	-15.7%	3.2%	-1.8%	-1.6%	-16.7%	5.1%	-7.5%	-7.4%	-21.1%	May '23
Coca-Cola (Defensive)	86.72	0.2%	-2.6%	3.1%	11.2%	11.9%	29.1%	15.6%	25.7%	56.0%	78.0%	67.0%	75.7%	-2.6%	Jul '26
Exxon Mobil (Energy)	152.20	-1.1%	-2.9%	11.0%	-1.1%	5.6%	46.4%	16.0%	28.2%	56.6%	219.8%	179.8%	75.1%	-10.6%	Mar '26
Chevron (Energy)	187.27	-1.6%	-2.4%	10.7%	-1.9%	6.5%	27.5%	10.1%	25.2%	33.4%	127.1%	88.0%	38.4%	-10.5%	Mar '26
JPMorgan Chase (Financial)	360.15	0.7%	4.5%	8.2%	16.9%	17.2%	26.0%	37.3%	13.4%	146.6%	166.5%	150.9%	279.6%	NewNew Peak	Aug '26
Visa (Financial)	367.40	-0.6%	-0.4%	1.5%	14.3%	12.1%	9.7%	11.8%	5.2%	57.3%	58.8%	71.7%	112.2%	-0.8%	Jun '25
Mastercard (Financial)	569.67	-0.3%	1.1%	5.8%	14.8%	3.6%	1.3%	9.0%	0.3%	48.2%	57.8%	58.0%	105.6%	-4.3%	Aug '25
Bank of America (Financial)	63.31	0.6%	3.7%	7.8%	19.8%	16.5%	42.0%	28.0%	16.4%	118.0%	83.4%	53.4%	133.2%	NewNew Peak	Aug '26
UnitedHealth (Health)	414.57	1.7%	-1.4%	-2.5%	14.6%	56.5%	69.6%	-33.1%	27.3%	-12.4%	10.1%	-10.5%	-10.9%	-30.9%	Nov '24
Johnson & Johnson (Health)	258.05	1.2%	-2.8%	-1.9%	15.1%	9.7%	54.9%	47.5%	26.1%	66.6%	71.0%	71.0%	76.8%	-3.4%	Jul '26
Eli Lilly (Health)	1163.72	4.3%	-3.8%	-4.1%	17.9%	14.4%	53.0%	40.2%	8.7%	164.5%	361.8%	346.1%	269.4%	-5.8%	Jul '26
Union Pacific (Industrials)	295.76	-0.2%	1.2%	4.8%	12.6%	18.9%	35.7%	3.9%	29.2%	38.4%	51.1%	32.4%	67.9%	-3.8%	Jul '26
Honeywell (Industrials)	248.08	-0.3%	2.9%	7.9%	13.8%	2.2%	16.0%	-6.4%	22.5%	41.5%	21.1%	33.5%	57.3%	-4.1%	Mar '26
Nvidia (IT)	221.30	4.4%	16.5%	13.6%	12.8%	28.9%	24.3%	38.9%	18.8%	396.3%	976.1%	637.0%	1829.2%	-6.0%	May '26
Broadcom (IT)	421.14	0.7%	13.7%	16.8%	-1.3%	36.1%	44.8%	50.6%	22.1%	395.2%	848.6%	587.9%	935.3%	-12.4%	Jun '26
Adobe (IT)	256.55	-0.4%	-2.6%	16.8%	0.4%	-4.8%	-24.3%	-21.3%	-26.7%	-51.3%	-59.4%	-54.5%	-10.3%	-59.6%	Feb '24
Oracle (IT)	144.71	-0.7%	22.9%	3.5%	-21.7%	6.8%	-42.8%	18.1%	-25.0%	31.0%	73.1%	75.5%	137.7%	-55.4%	Sep '25
salesforce.com (IT)	191.26	0.1%	1.5%	15.1%	2.5%	1.2%	-22.1%	-20.2%	-27.4%	-9.3%	-22.3%	-23.8%	36.7%	-47.3%	Dec '24
Linde PLC (Materials)	490.00	1.1%	-4.1%	-10.4%	-1.7%	7.3%	5.7%	3.2%	15.7%	34.8%	72.0%	53.8%	89.5%	-10.4%	Jul '26
Sherwin-Williams (Materials)	365.55	1.1%	6.3%	3.7%	17.3%	1.7%	4.8%	-3.8%	13.4%	37.2%	29.3%	12.3%	87.7%	-7.3%	Nov '24
American Tower (Real Estate)	166.22	-5.2%	-7.3%	0.1%	-5.8%	-1.2%	-17.8%	-0.9%	-3.5%	-0.1%	-31.3%	-32.8%	2.8%	-26.6%	Sep '24
Prologis Inc. (Real Estate)	140.70	1.2%	-3.3%	0.9%	1.0%	4.9%	35.7%	25.1%	11.9%	26.7%	24.6%	-2.3%	57.5%	-6.2%	Jul '26
NextEra Energy (Utilities)	85.68	-1.7%	-3.1%	-3.0%	-10.4%	-2.6%	23.8%	15.5%	8.2%	35.3%	21.4%	5.6%	31.0%	-11.8%	Apr '26
Duke Energy (Utilities)	122.96	-1.1%	-4.7%	-5.1%	-2.8%	1.3%	2.6%	12.7%	6.7%	54.3%	38.2%	41.4%	65.5%	-7.1%	Mar '26

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	16.03	p	EOD	1.5%	0.3%	1.4%	2.4%	6.8%	9.4%	3.2%	23.8%	10.7%	11.8%	33.9%	-0.1%	Jun '26
Moderate-60% Stock	69.96		0.10%	3.5%	1.0%	3.8%	7.6%	16.6%	16.4%	9.0%	48.1%	39.5%	36.9%	73.7%	NewNew Peak	Aug '26
Mod Agg-80% Stock	56.32	p	EOD	4.5%	2.2%	4.8%	10.1%	21.3%	19.6%	11.9%	60.4%	52.4%	48.6%	95.2%	NewNew Peak	Aug '26
Aggressive-90% Stock	34.96	p	EOD	5.0%	2.1%	5.5%	13.2%	26.5%	20.9%	15.5%	66.4%	57.0%	51.9%	102.8%	NewNew Peak	Aug '26

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	64692.20	1.0%	1.2%	5.2%	-20.1%	3.2%	-43.3%	-6.3%	-26.1%	122.5%	58.3%	39.2%	237.7%	-48.1%	Oct '25
Ethereum	1895.40	1.4%	-0.7%	11.6%	-19.7%	4.0%	-47.5%	-11.0%	-36.1%	3.7%	-33.0%	-49.6%	46.4%	-60.8%	Aug '25
BNB	601.36	1.4%	5.2%	7.8%	-4.6%	-0.9%	-20.3%	23.1%	-30.3%	149.0%	78.0%	17.4%	121.9%	-54.1%	Oct '25
Solana	74.35	0.9%	1.0%	-7.8%	-13.9%	-4.9%	-54.7%	-34.2%	-40.3%	226.2%	99.0%	-56.3%	138.6%	-71.6%	Jan '25
Bitcoin ETF	36.65	0.7%	1.8%	5.1%	-20.8%	1.5%	-43.2%	-6.4%	-26.2%	-	-	-	-	-48.6%	Oct '25
Grayscale Bitcoin (hi fee)	50.13	0.8%	1.9%	5.2%	-21.0%	0.9%	-43.9%	-7.6%	-26.7%	188.7%	64.6%	61.9%	395.0%	-49.1%	Oct '25
Bloomberg Commodities	23.59	1.0%	-1.8%	5.8%	-7.1%	12.7%	33.9%	14.9%	20.8%	39.0%	59.7%	53.4%	33.0%	-8.9%	May '26

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	5.18	-0.1%	0.8%	4.0%	4.0%	6.6%	8.7%	1.1%	7.1%	23.0%	178.2%	157.1%	33.4%	-1.7%	Jul '26
10yr Treasury rate	4.64	0.2%	0.3%	3.4%	5.0%	10.1%	10.5%	-9.0%	11.4%	14.2%	281.0%	184.8%	18.8%	-7.0%	Oct '23
5yr Treasury rate	4.35	0.5%	0.0%	2.9%	6.9%	16.1%	15.7%	-15.0%	17.0%	4.6%	505.6%	219.0%	5.9%	-12.2%	Oct '23
13-week T-bill	3.73	0.1%	2.1%	1.8%	3.7%	4.4%	-10.0%	-15.7%	5.3%	-28.9%	8586.0%	6947.2%	5.7%	-30.2%	Oct '23
Crude Oil	75.67	-0.1%	-10.4%	10.2%	-26.0%	19.6%	16.1%	-19.9%	31.8%	-8.6%	9.5%	-0.5%	-13.3%	-33.0%	Apr '26
Gold	4296.50	4.9%	6.5%	4.5%	-5.7%	-11.6%	27.0%	64.5%	-0.7%	121.5%	138.0%	138.8%	157.2%	-19.2%	Jan '26
USD/EUR	0.87	-0.1%	-0.7%	-1.1%	1.4%	2.2%	0.2%	-11.4%	1.7%	-	2.5%	-1.5%	-16.0%	-11.3%	Jan '25
USD/JPY	157.64	-0.08%	-3.5%	-2.4%	0.0%	0.5%	6.8%	-0.4%	0.8%	-	43.6%	36.9%	7.4%	-3.8%	Jul '26
S&P 500 Volatility Index	16.19	-1.9%	-21.6%	0.2%	-6.8%	-25.6%	-9.3%	-13.8%	8.3%	-5.3%	-6.3%	-2.5%	-51.8%	-69.1%	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	50.54		-0.03%	0.2%	0.3%	0.8%	1.2%	3.9%	6.1%	1.8%	18.6%	19.1%	19.3%	24.6%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.79		0.07%	-0.1%	-1.5%	-0.3%	-0.6%	4.2%	4.3%	0.4%	10.9%	4.2%	4.7%	16.3%	-1.5%	Jul '26
Interm Bond- Janus MSB	44.42		-0.08%	-0.1%	-1.3%	-0.7%	-0.9%	3.5%	8.8%	-0.2%	15.0%	2.5%	3.3%	20.1%	-2.4%	Feb '26
Interm Bond- Vanguard	75.69		-0.06%	0.1%	-1.0%	-0.6%	-1.1%	1.6%	8.5%	-0.7%	13.9%	-1.2%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.4%	0.6%	1.4%	2.6%	6.6%	8.2%	3.1%	29.6%	35.3%	32.2%	39.0%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	48.03		0.06%	0.5%	-0.5%	0.9%	0.0%	3.2%	8.2%	1.0%	18.8%	14.5%	14.9%	29.1%	-0.9%	Feb '26
Long Bond- Vanguard	72.58		-0.01%	0.8%	-3.0%	-1.8%	-2.6%	0.2%	7.2%	-1.7%	12.1%	-15.8%	-13.1%	22.7%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	0.4%	-1.3%	-0.3%	-0.6%	4.1%	3.3%	0.2%	9.8%	0.1%	0.4%	15.4%	-1.4%	Feb '26
Long Muni- iShares	56.63		0.07%	0.1%	-1.6%	-0.4%	-1.0%	4.6%	3.4%	0.0%	9.0%	1.6%	2.0%	13.8%	-1.9%	Feb '26

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