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S&P 500

Return

62.3%

[

19.3%

annualized]

Dec 29 2023 - Sep 25 2026

DJIA (Large Value)

Return

37.5%

[

12.3%

annualized]

Dec 29 2023 - Sep 25 2026

Russell 2000 (Small Cap)

Return

40.0%

[

13.1%

annualized]

Dec 29 2023 - Sep 25 2026

Performance Range:

As of Sep 25 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	7743.41	0.5%	1.2%	0.9%	5.3%	19.5%	16.6%	16.4%	13.1%	81.2%	73.8%	26.0%	55.4%	-0.7%	Aug '26
DJIA (Large Value)	51828.62	0.9%	0.3%	-3.1%	-0.1%	12.8%	12.1%	13.0%	7.8%	54.2%	48.9%	16.1%	37.7%	-4.6%	Aug '26
Russell 2000 (Small Cap)	2837.55	0.07%	-0.8%	-5.6%	-5.7%	13.8%	16.6%	11.3%	14.3%	61.1%	26.2%	24.3%	61.2%	-7.5%	Aug '26
NASDAQ Comp (Tech/Growth)	27068.72	0.5%	2.1%	3.6%	7.0%	26.4%	20.4%	20.4%	16.5%	107.2%	79.9%	35.0%	77.3%	-0.6%	Sep '26
Aggregate Bond	95.12	0.2%	-0.9%	-2.5%	-3.3%	-1.5%	-1.1%	7.2%	-2.2%	13.2%	-3.0%	3.9%	3.0%	-4.0%	Feb '26
Corp Bond	103.21	0.06%	-1.4%	-2.9%	-4.6%	-2.0%	-2.8%	7.9%	-3.4%	15.2%	-6.6%	3.1%	4.6%	-5.1%	Feb '26
High Yield Bond	77.86	-0.04%	-0.9%	-2.0%	-1.0%	1.7%	1.9%	8.6%	0.5%	26.4%	17.3%	7.1%	11.7%	-2.0%	Aug '26
Preferred	29.82	0.2%	-0.6%	-2.4%	-0.4%	0.9%	-1.1%	4.9%	-0.3%	19.1%	2.4%	3.0%	11.4%	-4.2%	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	49.80	0.2%	0.1%	-6.8%	-3.0%	2.3%	14.1%	9.9%	11.2%	35.5%	35.6%	14.4%	37.8%	-6.8%	Aug '26
Consumer Discretionary/Cyclical	110.56	0.2%	-0.2%	-5.4%	-3.1%	2.0%	-7.0%	7.4%	-6.8%	42.6%	24.7%	-0.8%	26.9%	-10.7%	Jan '26
Financial Services	54.84	0.6%	-1.5%	-5.5%	2.7%	12.6%	3.4%	14.9%	1.3%	72.5%	56.3%	7.8%	27.7%	-6.0%	Sep '26
Real Estate	90.99	-0.2%	-1.2%	-6.9%	-7.0%	5.6%	3.8%	3.3%	5.8%	36.1%	5.4%	5.6%	20.7%	-9.1%	Jul '26
Communication Services	112.96	-0.9%	2.3%	0.6%	6.7%	4.4%	-3.2%	23.1%	-3.2%	79.7%	44.4%	9.9%	33.5%	-5.1%	Jan '26
Energy	62.04	-0.9%	-2.9%	0.0%	15.9%	2.2%	38.7%	7.9%	41.5%	51.6%	190.3%	42.1%	69.8%	-5.3%	Sep '26
Industrials	170.43	0.9%	0.7%	-5.2%	-5.7%	6.2%	13.0%	19.3%	10.7%	76.4%	82.1%	25.5%	49.1%	-8.4%	Aug '26
Technology	196.27	0.8%	3.6%	7.5%	8.5%	48.5%	41.5%	24.6%	36.8%	146.9%	159.9%	63.7%	120.1%	-0.7%	Jun '26
Consumer Staples/Defensive	82.06	0.4%	-0.2%	-4.3%	-2.5%	2.5%	8.2%	1.5%	7.7%	28.3%	32.6%	5.4%	12.0%	-7.1%	Feb '26
Healthcare	170.70	0.5%	1.8%	-1.3%	6.9%	18.1%	28.1%	14.5%	11.6%	38.3%	40.3%	20.1%	31.7%	-2.5%	Aug '26
Utilities	39.51	0.4%	-3.2%	-8.5%	-13.8%	-11.6%	-6.4%	16.0%	-5.5%	40.9%	40.9%	3.4%	12.7%	-15.5%	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	161.05	0.6%	1.1%	0.1%	4.4%	18.8%	19.1%	22.4%	14.6%	83.9%	70.7%	32.9%	59.1%	-0.9%	Aug '26
MSCI Emerging Markets	67.98	1.1%	1.4%	1.2%	1.2%	23.2%	31.5%	34.0%	24.9%	93.4%	50.7%	56.8%	81.6%	-4.5%	Jun '26
FTSE Europe	88.63	0.6%	0.5%	-4.1%	2.0%	12.4%	15.7%	35.8%	8.2%	69.1%	53.9%	33.7%	48.2%	-4.7%	Aug '26
MSCI Japan	97.93	2.2%	1.0%	2.6%	5.5%	19.0%	27.0%	25.9%	21.9%	75.9%	51.9%	48.0%	67.1%	-0.9%	Sep '26
MSCI India	47.86	0.6%	-0.3%	-3.8%	-3.4%	2.7%	-8.4%	2.7%	-11.5%	8.8%	3.1%	-3.8%	-2.6%	-14.3%	Jun '25
MSCI China	52.62	-0.4%	-0.8%	-4.5%	4.2%	-3.8%	-16.6%	31.0%	-11.8%	32.4%	-11.2%	0.8%	19.7%	-20.0%	Oct '25
International Bond	46.94	0.09%	-0.2%	-1.5%	-2.5%	-0.3%	-0.6%	2.9%	-1.0%	12.1%	-0.4%	1.7%	1.4%	-3.0%	Feb '26
iShares Latin America	34.75	0.3%	-0.8%	-0.8%	2.8%	3.2%	25.9%	52.7%	15.6%	61.6%	82.7%	53.9%	72.8%	-7.6%	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	710.79	0.5%	1.3%	0.9%	6.0%	20.2%	17.9%	17.8%	14.0%	88.2%	86.3%	28.4%	58.0%	-0.6%	Aug '26
US Large Growth	126.25	0.5%	2.4%	3.8%	6.2%	19.8%	9.4%	19.8%	7.0%	101.0%	96.3%	23.5%	59.9%	-1.8%	Jun '26
US Large Value	251.93	0.5%	0.1%	-2.2%	4.2%	19.4%	26.0%	15.7%	21.0%	75.2%	73.3%	32.1%	54.7%	-2.5%	Sep '26

US MidCap Blend	79.99	0.4%	0.0%	-3.8%	0.0%	12.1%	13.5%	17.0%	11.0%	80.1%	71.9%	23.6%	47.4%	-5.3%	Aug '26
US MidCap Growth	297.30	0.4%	1.7%	-2.6%	-0.4%	15.8%	2.7%	10.7%	6.9%	58.2%	23.9%	10.0%	38.6%	-5.3%	Aug '26
US MidCap Value	199.85	0.4%	-1.2%	-4.6%	0.4%	9.5%	16.9%	12.1%	13.8%	62.4%	56.4%	23.6%	44.5%	-5.3%	Aug '26

US Small Blend	289.70	0.3%	0.0%	-4.7%	-3.3%	11.4%	15.2%	8.9%	13.1%	61.8%	38.8%	19.0%	52.1%	-6.3%	Aug '26
US Small Growth	360.15	-0.02%	-0.5%	-6.4%	-7.1%	15.1%	13.4%	12.9%	11.8%	65.9%	22.4%	22.5%	61.8%	-8.9%	Aug '26
US Small Value	213.49	0.2%	-1.0%	-4.4%	-3.2%	13.6%	22.8%	12.4%	19.0%	68.2%	46.0%	31.3%	66.1%	-5.7%	Aug '26

Foreign Large Blend	105.56	1.0%	0.6%	-2.5%	2.9%	13.3%	17.9%	31.6%	11.7%	68.9%	54.0%	36.0%	52.2%	-3.0%	Aug '26
Foreign Growth	120.98	1.0%	0.7%	-3.7%	-0.6%	11.7%	10.1%	20.7%	7.0%	49.2%	18.2%	19.8%	39.3%	-4.9%	Aug '26
Foreign Value	80.87	1.0%	0.1%	-1.7%	6.3%	14.8%	25.8%	42.2%	16.3%	89.1%	96.9%	52.8%	65.6%	-2.7%	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	23.02	0.09%	0.1%	0.0%	2.6%	4.2%	3.1%	3.6%	3.1%	20.2%	30.1%	6.0%	9.8%	-0.3%	Sep '26
Ultra Short- Janus AAA CLO	50.70	0.02%	0.1%	0.5%	1.3%	2.7%	4.9%	5.2%	3.4%	19.4%	27.7%	8.0%	8.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.53	0.10%	-0.1%	0.6%	2.8%	3.4%	4.7%	6.9%	2.5%	22.4%	30.7%	8.8%	12.7%	-0.2%	Sep '26
Interval CEF- Cliffwater	10.40	0.10%	0.1%	0.6%	1.6%	3.3%	6.6%	8.9%	4.4%	32.2%	57.4%	12.0%	11.8%	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	59.76	0.4%	0.9%	0.1%	4.0%	18.4%	16.7%	17.7%	12.7%	90.7%	117.7%	27.0%	56.8%	-1.7%	Aug '26
Int’l Min Volatility- Franklin	42.36	0.3%	0.2%	-0.8%	5.1%	9.8%	28.3%	27.1%	18.3%	84.4%	120.6%	44.0%	58.1%	-1.2%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.59	0.6%	-0.5%	-6.4%	-11.2%	6.8%	6.8%	3.0%	5.4%	62.7%	105.7%	7.7%	37.2%	-13.8%	Jun '26
Small Value- Avantis	120.41	0.2%	-1.3%	-4.0%	-3.3%	9.9%	21.3%	7.4%	19.2%	65.1%	74.0%	26.9%	63.8%	-6.2%	Aug '26
Mid Value- Pacer Cash Cows	67.73	0.3%	-1.8%	-5.2%	8.1%	9.4%	20.2%	9.0%	13.8%	46.6%	67.5%	19.2%	47.0%	-6.2%	Sep '26
Growth- S&P Momentum	152.92	0.5%	2.7%	3.8%	-0.7%	37.8%	27.9%	26.6%	28.9%	174.1%	156.7%	50.4%	87.2%	-5.3%	Jun '26
Invesco S&P Quality	84.92	0.8%	1.4%	-1.7%	-2.0%	13.8%	18.0%	13.2%	14.0%	76.6%	81.0%	21.5%	45.7%	-5.6%	Jun '26
Rotation Factor- BlackRock	70.04	0.5%	1.1%	1.5%	6.1%	21.7%	19.9%	20.0%	15.9%	107.9%	105.5%	32.7%	63.2%	-0.5%	Sep '26
US Min Volatility- Fidelity	71.44	0.4%	0.1%	-1.8%	5.5%	11.7%	10.5%	11.8%	8.3%	53.1%	57.0%	15.8%	34.1%	-2.7%	Aug '26
Derivative Income- JPMorgan	56.76	0.4%	0.9%	-1.8%	3.1%	5.4%	8.0%	8.1%	4.6%	34.4%	43.0%	8.4%	25.0%	-1.8%	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	18.38	0.3%	0.7%	4.3%	6.9%	11.5%	14.9%	6.5%	16.3%	35.5%	49.4%	22.0%	27.4%	NewNew Peak	Sep '26
Multistrategy- AQR	15.56	-0.06%	0.1%	2.8%	7.2%	8.2%	14.3%	16.4%	11.1%	45.2%	85.9%	22.4%	27.6%	-0.1%	Sep '26
Long Short- AQR	22.58	0.3%	0.7%	2.1%	11.4%	10.4%	15.3%	34.4%	6.7%	91.7%	204.9%	33.2%	38.7%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.00	0.4%	0.9%	4.2%	7.5%	13.3%	21.1%	18.3%	18.1%	81.2%	97.1%	38.3%	32.0%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.85	0.08%	0.2%	0.7%	1.8%	3.1%	6.8%	7.2%	4.3%	20.5%	42.8%	10.8%	9.9%	NewNew Peak	Sep '26
Long Short- First Trust	77.02	0.3%	0.5%	0.5%	5.4%	10.8%	11.2%	9.1%	8.9%	50.7%	64.8%	15.0%	29.9%	NewNew Peak	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)	343.92	0.5%	-1.6%	0.6%	2.0%	22.6%	39.9%	66.0%	10.1%	170.0%	144.1%	86.7%	138.8%	-14.5%	May '26
Meta (Communications)	751.66	-3.3%	13.0%	30.6%	36.7%	37.5%	1.4%	13.1%	14.2%	153.8%	115.0%	7.4%	48.0%	-4.5%	Aug '25
Amazon (Cyclical)	249.67	0.12%	-1.6%	-4.1%	7.3%	20.3%	13.6%	5.2%	8.2%	98.2%	45.8%	10.2%	46.3%	-12.1%	Aug '26
Tesla (Cyclical)	372.11	-1.5%	2.2%	7.6%	-2.0%	0.0%	-15.5%	11.4%	-17.3%	52.4%	44.2%	3.2%	67.7%	-24.0%	Dec '25
Procter & Gamble (Defensive)	146.23	0.4%	-0.1%	0.8%	-1.1%	4.2%	-1.3%	-12.3%	4.3%	6.0%	15.8%	-8.4%	-3.7%	-13.5%	Mar '25
PepsiCo (Defensive)	128.63	0.4%	-0.9%	-8.6%	-8.1%	-12.9%	-4.7%	-1.8%	-7.6%	-16.9%	-1.9%	-5.5%	-2.6%	-22.3%	Feb '26
Coca-Cola (Defensive)	87.81	-0.3%	-0.5%	-1.9%	6.9%	19.0%	37.3%	15.6%	28.0%	69.3%	88.6%	31.5%	33.7%	-4.0%	Aug '26
Exxon Mobil (Energy)	160.59	-1.0%	-1.8%	1.5%	18.4%	-1.6%	41.0%	16.0%	36.1%	52.2%	232.3%	52.6%	67.0%	-5.2%	Sep '26
Chevron (Energy)	204.45	-0.6%	-2.4%	2.1%	20.6%	0.2%	32.7%	10.1%	37.9%	38.1%	148.3%	38.3%	58.8%	-6.1%	Sep '26
JPMorgan Chase (Financial)	343.06	1.3%	-1.9%	-3.8%	4.7%	18.8%	10.6%	37.3%	8.0%	152.9%	138.5%	26.6%	62.0%	-6.1%	Aug '26
Visa (Financial)	367.38	-0.2%	-0.2%	-4.3%	9.5%	20.7%	9.8%	11.8%	5.4%	63.7%	64.8%	4.6%	20.5%	-4.4%	Aug '26
Mastercard (Financial)	567.65	0.3%	0.4%	-5.1%	13.9%	13.7%	1.1%	9.0%	-0.1%	46.2%	63.2%	0.8%	19.4%	-5.4%	Aug '26
Bank of America (Financial)	56.70	1.2%	-1.8%	-8.4%	-1.5%	18.8%	10.9%	28.0%	4.7%	124.2%	52.1%	28.1%	67.2%	-12.1%	Aug '26
UnitedHealth (Health)	376.59	0.4%	-0.1%	-5.5%	-11.4%	42.2%	12.4%	-33.1%	16.3%	-20.7%	1.3%	-23.0%	-29.2%	-34.6%	Apr '25
Johnson & Johnson (Health)	271.22	0.2%	0.5%	0.5%	7.0%	14.6%	54.3%	47.5%	33.2%	85.7%	89.7%	78.5%	87.8%	-2.6%	Sep '26
Eli Lilly (Health)	1183.46	0.1%	2.6%	-0.5%	-1.9%	32.4%	64.4%	40.2%	10.7%	119.6%	434.5%	37.9%	64.7%	-7.6%	Aug '26
Union Pacific (Industrials)	273.79	-0.10%	-2.0%	-11.4%	2.5%	15.6%	18.9%	3.9%	20.2%	42.8%	50.4%	15.2%	35.9%	-11.4%	Aug '26
Honeywell (Industrials)	212.55	0.4%	2.9%	-3.7%	-12.5%	-9.2%	5.3%	-6.4%	5.3%	21.8%	8.7%	5.6%	21.1%	-17.6%	Mar '26
Nvidia (IT)	225.07	0.2%	1.3%	7.5%	17.0%	31.7%	26.6%	38.9%	21.0%	438.6%	923.8%	62.1%	134.3%	-4.3%	May '26
Broadcom (IT)	352.81	0.7%	-1.2%	-0.6%	-3.2%	14.4%	6.2%	50.6%	2.5%	346.5%	663.3%	56.5%	128.7%	-26.5%	Jun '26
Adobe (IT)	235.47	-1.4%	-5.4%	-13.9%	16.1%	-2.2%	-34.7%	-21.3%	-32.7%	-53.5%	-62.2%	-48.5%	-30.7%	-49.3%	Feb '25
Oracle (IT)	137.10	-1.7%	-7.1%	-7.9%	-7.4%	-3.3%	-51.1%	18.1%	-29.0%	35.4%	63.1%	-23.2%	12.0%	-57.8%	Sep '25
salesforce.com (IT)	234.02	-1.8%	-1.6%	14.0%	48.0%	26.9%	-3.1%	-20.2%	-11.1%	17.8%	-16.5%	-26.9%	-2.8%	-34.1%	Jan '25
Linde PLC (Materials)	469.89	0.4%	2.1%	-3.9%	-9.3%	-4.6%	0.4%	3.2%	11.3%	31.5%	62.1%	4.1%	16.0%	-13.8%	Jul '26
Sherwin-Williams (Materials)	329.10	2.7%	2.6%	-5.6%	-4.1%	3.5%	-2.8%	-3.8%	2.3%	33.1%	18.0%	-5.0%	6.4%	-11.5%	Sep '25
American Tower (Real Estate)	169.03	1.1%	-2.8%	-3.8%	-3.7%	2.0%	-9.6%	-0.9%	-1.8%	15.3%	-30.0%	-5.4%	-12.8%	-24.4%	Jul '25
Prologis Inc. (Real Estate)	133.05	-0.6%	-1.3%	-5.9%	-4.2%	4.1%	20.2%	25.1%	6.7%	31.4%	20.5%	15.9%	55.7%	-10.6%	Jul '26
NextEra Energy (Utilities)	76.08	0.6%	-5.5%	-9.0%	-13.4%	-15.3%	3.2%	15.5%	-3.2%	27.3%	7.8%	16.1%	24.0%	-21.1%	Apr '26
Duke Energy (Utilities)	113.35	0.11%	-3.6%	-7.0%	-10.9%	-10.9%	-4.6%	12.7%	-0.8%	39.3%	39.6%	6.8%	3.0%	-13.6%	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	15.76	0.3%	-0.3%	-1.7%	-1.6%	2.6%	3.2%	9.4%	1.5%	24.9%	9.7%	9.3%	12.2%	-1.9%	Aug '26
Moderate-60% Stock	69.25	0.5%	0.2%	-1.1%	1.3%	10.2%	11.1%	16.4%	7.8%	52.2%	38.3%	21.4%	34.3%	-1.6%	Aug '26
Mod Agg-80% Stock	56.02	0.6%	0.5%	-0.7%	2.5%	13.9%	15.2%	19.6%	11.3%	66.8%	51.8%	27.5%	46.2%	-1.4%	Aug '26
Aggressive-90% Stock	34.93	0.6%	0.9%	-0.3%	2.9%	18.0%	20.3%	20.9%	15.4%	74.9%	56.0%	32.8%	56.6%	-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	83936.34	-0.2%	3.8%	6.2%	39.9%	22.0%	-23.5%	-6.3%	-4.1%	220.2%	95.9%	-13.1%	10.0%	-32.7%	Oct '25
Ethereum	2687.60	-0.2%	2.9%	7.2%	70.5%	30.5%	-33.4%	-11.0%	-9.4%	68.7%	-8.3%	-1.0%	82.5%	-44.4%	Aug '25
BNB	774.24	-0.4%	1.7%	9.4%	36.6%	23.1%	-19.4%	23.1%	-10.3%	264.6%	117.9%	18.5%	39.9%	-40.9%	Oct '25
Solana	120.71	-1.1%	7.2%	18.1%	68.0%	39.6%	-41.2%	-34.2%	-3.0%	534.5%	-13.4%	-28.6%	14.4%	-53.9%	Jan '25
Bitcoin ETF	47.57	-0.5%	3.4%	7.0%	40.5%	22.5%	-23.2%	-6.4%	-4.2%	-	-	-13.0%	9.1%	-33.3%	Oct '25
Grayscale Bitcoin (hi fee)	64.90	-0.5%	3.3%	6.9%	40.2%	21.7%	-24.2%	-7.6%	-5.1%	295.4%	109.9%	-14.7%	7.1%	-34.1%	Oct '25
Bloomberg Commodities	26.32	-0.9%	-0.5%	4.2%	18.1%	11.8%	42.1%	14.9%	34.8%	55.0%	72.0%	41.4%	56.5%	-1.8%	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	5.50	0.8%	3.2%	6.1%	13.2%	11.5%	15.5%	1.1%	13.7%	17.2%	176.9%	15.5%	16.7%	NewNew Peak	Sep '26
10yr Treasury rate	5.18	0.4%	3.7%	11.1%	18.6%	17.4%	23.8%	-9.0%	24.5%	13.7%	255.1%	14.3%	21.6%	NewNew Peak	Sep '26
5yr Treasury rate	5.01	-0.4%	3.1%	14.3%	21.2%	22.3%	32.8%	-15.0%	34.5%	8.3%	423.2%	14.6%	27.9%	-0.4%	Sep '26
13-week T-bill	4.07	0.05%	2.3%	10.3%	11.1%	12.4%	5.4%	-15.7%	14.7%	-23.6%	16180.0%	-3.5%	-2.6%	-5.0%	May '25
Crude Oil	92.44	-2.3%	-7.8%	12.4%	33.5%	-2.2%	40.7%	-19.9%	61.0%	2.3%	25.0%	27.9%	55.2%	-18.2%	Apr '26
Gold	4320.50	0.5%	-2.4%	-7.2%	5.5%	-1.3%	13.4%	64.4%	-0.5%	125.0%	146.6%	47.2%	44.5%	-18.8%	Jan '26
USD/EUR	0.88	-0.2%	0.9%	2.3%	0.0%	1.5%	-	-11.4%	3.1%	-7.2%	-	-8.3%	-3.6%	-10.1%	Jan '25
USD/JPY	157.18	-1.0%	0.2%	-1.3%	-2.8%	-1.4%	-	-0.4%	0.5%	5.5%	-	3.5%	7.8%	-4.1%	Jul '26
S&P 500 Volatility Index	14.87	-5.1%	0.4%	-2.2%	-19.2%	-45.8%	-2.7%	-13.8%	-0.5%	-21.5%	-16.2%	-2.6%	-71.6%	-71.6%	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	49.98	0.2%	-0.1%	-0.7%	-0.2%	1.2%	2.6%	6.1%	1.3%	17.9%	18.5%	6.7%	6.0%	-0.7%	Aug '26
Interm Muni- JPMorgan	47.77	-0.6%	-1.5%	-3.6%	-4.8%	-2.5%	-1.7%	4.3%	-3.1%	9.3%	1.1%	0.5%	2.8%	-5.0%	Jul '26
Interm Bond- Janus MSB	42.87	0.5%	-1.2%	-3.5%	-4.2%	-2.0%	-1.0%	8.8%	-2.9%	15.2%	-0.1%	4.6%	3.5%	-5.0%	Feb '26
Interm Bond- Vanguard	73.34	0.3%	-0.8%	-2.8%	-3.7%	-2.0%	-1.8%	8.5%	-3.1%	14.0%	-2.4%	4.3%	2.7%	-4.8%	Feb '26
Multisector Bond- Intrepid	8.81	0%	-0.6%	-0.8%	0.1%	2.6%	3.8%	8.2%	2.4%	27.8%	33.0%	9.1%	11.9%	-0.8%	Aug '26
Int’l Bond- JPMorgan	46.82	0%	-0.7%	-2.1%	-2.4%	0.6%	0.3%	8.2%	-1.0%	17.9%	12.1%	5.3%	5.9%	-2.8%	Feb '26
Long Bond- Vanguard	69.62	-0.09%	-2.2%	-3.7%	-6.7%	-3.1%	-4.9%	7.2%	-4.8%	13.2%	-18.0%	0.9%	4.4%	-7.6%	Oct '25
Long CA Muni- PIMCO	8.87	-0.4%	-1.8%	-4.0%	-5.3%	-2.8%	-1.4%	4.4%	-3.3%	11.7%	1.1%	0.4%	3.2%	-5.7%	Jul '26
Long Muni- iShares	54.05	-0.6%	-1.9%	-4.1%	-5.5%	-3.1%	-2.1%	3.4%	-4.1%	7.2%	-1.9%	-0.4%	3.4%	-5.8%	Feb '26

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