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S&P 500

Return

63.2%

[

20.5%

annualized]

Dec 29 2023 - Aug 14 2026

DJIA (Large Value)

Return

42.6%

[

14.5%

annualized]

Dec 29 2023 - Aug 14 2026

Russell 2000 (Small Cap)

Return

51.4%

[

17.1%

annualized]

Dec 29 2023 - Aug 14 2026

Performance Range:

As of Aug 14 04:30 PM EDT, next update at 04:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7785.76	-0.2%	0.4%	3.2%	3.8%	13.9%	20.4%	16.4%	13.7%	73.4%	74.3%	62.3%	117.7%	-0.2%	Aug '26
DJIA (Large Value)	53732.41	-0.2%	-0.6%	2.3%	7.3%	8.5%	19.6%	13.0%	11.8%	52.2%	51.3%	46.9%	83.9%	-1.1%	Aug '26
Russell 2000 (Small Cap)	3068.42	0.5%	1.1%	3.5%	7.2%	15.9%	33.5%	11.3%	23.6%	59.8%	38.0%	35.0%	81.8%	NewNew Peak	Aug '26
NASDAQ Comp (Tech/Growth)	26729.16	-0.3%	0.1%	2.4%	0.4%	18.6%	23.1%	20.4%	15.0%	93.9%	80.3%	68.8%	156.6%	-1.3%	Jun '26
Aggregate Bond	97.48	-0.2%	-0.1%	-0.2%	-0.2%	-1.5%	2.4%	7.2%	-0.1%	13.7%	-1.3%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	106.12	-0.4%	-0.4%	-0.6%	-1.1%	-2.7%	1.0%	7.9%	-1.1%	15.5%	-4.3%	-2.3%	23.9%	-2.8%	Feb '26
High Yield Bond	79.71	-0.10%	0.1%	0.5%	1.3%	1.5%	5.1%	8.6%	2.3%	27.2%	20.4%	19.2%	39.5%	-0.1%	Aug '26
Preferred	30.84	-0.2%	0.7%	1.6%	-1.1%	-0.3%	3.5%	4.9%	2.6%	20.6%	5.0%	3.8%	27.5%	-1.4%	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	52.54	0.4%	-0.6%	3.8%	2.1%	-0.6%	18.8%	9.9%	16.8%	34.2%	34.2%	28.5%	64.9%	-1.3%	Aug '26
Consumer Discretionary/Cyclical	118.20	-0.2%	-1.4%	2.0%	-0.2%	2.1%	3.8%	7.4%	-0.6%	42.3%	35.7%	16.8%	75.6%	-4.7%	Jan '26
Financial Services	58.16	-0.2%	1.0%	3.5%	13.8%	13.6%	11.4%	14.9%	7.1%	74.9%	64.4%	58.9%	104.5%	-0.2%	Aug '26
Real Estate	98.83	0.3%	0.4%	1.3%	4.6%	6.5%	15.1%	3.3%	13.9%	34.4%	12.1%	2.4%	50.3%	-2.1%	Jul '26
Communication Services	112.95	0.4%	1.5%	1.3%	-3.3%	-0.9%	2.9%	23.1%	-3.5%	72.8%	42.9%	51.4%	146.9%	-5.4%	Jan '26
Energy	61.91	1.4%	7.7%	8.7%	7.4%	15.5%	49.2%	7.9%	40.4%	52.2%	200.3%	152.8%	75.1%	-0.3%	Mar '26
Industrials	186.51	0.4%	0.7%	3.4%	7.1%	7.7%	25.0%	19.3%	20.9%	78.7%	91.5%	90.3%	132.7%	NewNew Peak	Aug '26
Technology	190.03	-0.4%	1.1%	3.5%	6.0%	36.5%	42.7%	24.6%	32.3%	128.6%	154.6%	124.0%	235.0%	-4.0%	Jun '26
Consumer Staples/Defensive	86.09	0.10%	1.1%	3.2%	2.0%	-2.6%	8.1%	1.5%	12.2%	25.5%	35.4%	25.7%	40.7%	-3.1%	Feb '26
Healthcare	167.37	-0.6%	1.0%	5.7%	14.6%	7.1%	27.1%	14.5%	9.0%	29.3%	35.7%	29.2%	46.1%	-0.6%	Aug '26
Utilities	44.31	0.6%	1.6%	-3.0%	-0.7%	-3.4%	6.1%	16.0%	5.2%	51.3%	49.9%	43.0%	61.3%	-5.9%	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	162.29	-0.12%	0.5%	3.4%	4.3%	11.9%	23.6%	22.4%	15.4%	77.1%	70.7%	64.8%	124.0%	-0.1%	Aug '26
MSCI Emerging Markets	66.61	-0.10%	1.5%	1.4%	-0.6%	9.5%	36.2%	34.0%	22.4%	81.8%	44.9%	50.1%	111.4%	-6.5%	Jun '26
FTSE Europe	92.37	-0.01%	-0.2%	4.6%	7.0%	6.0%	20.9%	35.8%	12.5%	65.0%	54.9%	55.8%	128.2%	-0.2%	Aug '26
MSCI Japan	98.21	-0.3%	1.4%	4.6%	7.3%	5.2%	30.1%	25.9%	22.3%	76.3%	61.3%	63.0%	122.0%	-0.3%	Aug '26
MSCI India	49.78	-0.4%	-1.2%	2.2%	2.9%	-5.9%	-5.0%	2.7%	-7.9%	15.4%	15.8%	7.9%	23.9%	-15.3%	Sep '24
MSCI China	54.63	0.4%	-3.4%	2.6%	-5.3%	-8.9%	-6.1%	31.0%	-8.5%	29.6%	-13.7%	-2.8%	48.7%	-16.9%	Oct '25
International Bond	47.72	-0.4%	-0.5%	-0.3%	0.2%	-0.9%	1.2%	2.9%	0.4%	13.1%	-0.3%	1.8%	17.8%	-1.7%	Feb '26
iShares Latin America	33.60	0.5%	-2.9%	-3.2%	-3.8%	-6.2%	34.9%	52.7%	11.8%	49.4%	61.6%	93.6%	73.7%	-10.7%	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	713.61	-0.2%	0.4%	3.3%	4.1%	14.5%	21.8%	17.8%	14.5%	80.3%	86.8%	73.2%	129.4%	-0.2%	Aug '26
US Large Growth	125.29	-0.3%	0.6%	1.7%	-0.4%	12.3%	12.3%	19.8%	6.1%	91.8%	98.3%	80.6%	160.6%	-2.6%	Jun '26
US Large Value	258.57	-0.05%	0.4%	5.0%	10.3%	16.4%	32.3%	15.7%	23.8%	70.2%	74.5%	67.4%	103.1%	-0.1%	Aug '26

US MidCap Blend	84.46	0.3%	2.1%	4.5%	9.3%	12.6%	22.4%	17.0%	17.2%	80.5%	83.8%	72.8%	123.5%	NewNew Peak	Aug '26
US MidCap Growth	314.02	0.2%	2.5%	4.4%	8.6%	15.2%	10.7%	10.7%	12.9%	56.8%	34.0%	29.0%	90.4%	NewNew Peak	Aug '26
US MidCap Value	211.01	0.3%	1.9%	4.6%	9.9%	10.8%	26.2%	12.1%	20.2%	60.8%	62.8%	55.2%	87.7%	NewNew Peak	Aug '26

US Small Blend	309.29	0.2%	1.0%	4.2%	8.1%	12.7%	27.0%	8.9%	20.7%	59.8%	49.2%	45.4%	88.7%	NewNew Peak	Aug '26
US Small Growth	395.65	0.8%	1.4%	3.6%	6.4%	18.4%	32.3%	12.9%	22.7%	67.3%	37.5%	37.5%	95.2%	NewNew Peak	Aug '26
US Small Value	227.43	0.3%	0.8%	3.6%	8.7%	14.5%	37.9%	12.4%	26.3%	64.1%	55.1%	47.5%	85.7%	NewNew Peak	Aug '26

Foreign Large Blend	108.64	-0.05%	0.1%	4.5%	6.7%	5.9%	22.6%	31.6%	14.9%	66.3%	56.4%	57.7%	119.2%	NewNew Peak	Aug '26
Foreign Growth	126.75	-0.3%	0.4%	4.4%	5.8%	4.8%	16.5%	20.7%	12.2%	44.2%	23.8%	24.0%	87.9%	-0.3%	Aug '26
Foreign Value	81.97	0.07%	-0.4%	4.4%	7.4%	7.0%	28.5%	42.2%	17.8%	89.8%	93.9%	97.4%	153.2%	-0.4%	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	23.06		-0.09%	0.3%	1.4%	1.7%	3.6%	2.8%	3.6%	2.7%	20.7%	31.1%	28.7%	34.6%	-0.1%	Aug '26
Ultra Short- Janus AAA CLO	50.60		0.04%	0.1%	0.5%	1.1%	2.1%	4.8%	5.2%	2.8%	19.8%	27.1%	26.8%	29.1%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.57		0%	0.3%	1.1%	1.1%	2.8%	4.7%	6.9%	1.5%	22.6%	30.8%	28.9%	35.4%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.2%	0.6%	1.6%	3.2%	7.0%	8.9%	3.7%	33.6%	57.9%	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	60.80		-0.2%	0.7%	2.6%	3.8%	12.6%	20.7%	17.7%	14.5%	84.5%	117.2%	113.4%	135.7%	-0.2%	Aug '26
Int’l Min Volatility- Franklin	42.86		-0.2%	-0.2%	3.0%	5.2%	7.9%	30.7%	27.1%	18.7%	87.6%	114.4%	111.6%	127.2%	-0.4%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.35	p	EOD	-0.1%	1.6%	3.1%	11.5%	19.6%	3.0%	16.8%	72.2%	118.6%	118.1%	124.2%	-4.4%	Jun '26
Small Value- Avantis	128.73		0.6%	1.5%	3.7%	8.8%	12.7%	35.7%	7.4%	27.0%	63.9%	86.7%	71.9%	97.3%	NewNew Peak	Aug '26
Mid Value- Pacer Cash Cows	70.69		-0.3%	2.1%	10.7%	12.3%	10.7%	27.3%	9.0%	18.1%	45.0%	74.3%	63.1%	76.5%	-0.3%	Aug '26
Growth- S&P Momentum	153.31		0.4%	2.4%	0.3%	4.1%	30.2%	30.9%	26.6%	29.0%	167.3%	162.9%	150.7%	208.1%	-5.2%	Jun '26
Invesco S&P Quality	87.60		0.2%	1.9%	0.7%	5.5%	11.0%	22.2%	13.2%	17.4%	76.0%	84.5%	74.7%	130.3%	-2.8%	Jun '26
Rotation Factor- BlackRock	70.23		-0.1%	0.3%	3.2%	4.7%	16.6%	23.8%	20.0%	16.0%	98.1%	105.3%	96.1%	165.7%	-0.1%	Aug '26
US Min Volatility- Fidelity	72.86		-0.4%	-0.8%	4.6%	5.1%	8.7%	14.9%	11.8%	10.0%	50.0%	58.6%	49.7%	82.6%	-1.1%	Aug '26
Derivative Income- JPMorgan	58.02		0.2%	0.8%	3.2%	5.7%	2.0%	11.0%	8.1%	6.3%	32.3%	43.6%	37.6%	57.1%	NewNew Peak	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	17.56	p	EOD	0.2%	0.9%	1.2%	9.2%	10.6%	6.5%	11.1%	31.4%	45.8%	43.8%	43.3%	NewNew Peak	Aug '26
Multistrategy- AQR	15.04	p	EOD	1.3%	2.4%	2.0%	5.1%	13.8%	16.4%	7.4%	46.6%	78.3%	76.3%	57.6%	NewNew Peak	Aug '26
Long Short- AQR	22.29	p	EOD	2.7%	6.8%	7.2%	7.8%	19.1%	34.4%	5.3%	99.2%	191.3%	172.0%	159.4%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.62	p	EOD	1.2%	3.1%	5.7%	16.2%	24.1%	18.3%	15.3%	79.4%	91.1%	94.9%	95.6%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.83	p	EOD	0.1%	0.6%	1.3%	3.2%	6.7%	7.2%	3.5%	20.6%	42.9%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	76.44		0.2%	0.7%	2.4%	3.3%	8.4%	14.0%	9.1%	8.1%	47.8%	63.6%	55.2%	71.6%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	345.90	-0.1%	-2.4%	-3.8%	-13.7%	13.3%	70.9%	66.0%	10.7%	165.7%	153.4%	140.7%	257.7%	-14.0%	May '26
Meta (Communications)	589.85	-0.9%	-0.4%	-10.8%	-4.5%	-7.6%	-24.3%	13.1%	-10.5%	94.3%	63.8%	75.8%	366.7%	-25.1%	Aug '25
Amazon (Cyclical)	262.65	-0.9%	-4.3%	6.1%	-1.7%	32.1%	13.7%	5.2%	13.8%	86.8%	59.5%	54.1%	132.6%	-7.5%	Aug '26
Tesla (Cyclical)	342.27	0.7%	4.2%	-13.6%	-22.8%	-18.0%	2.0%	11.4%	-23.9%	42.8%	43.2%	-14.4%	57.6%	-30.1%	Dec '25
Procter & Gamble (Defensive)	144.55	0.2%	-0.9%	-0.3%	2.0%	-8.3%	-3.2%	-12.3%	3.1%	0.4%	14.4%	0.3%	29.0%	-15.6%	Dec '24
PepsiCo (Defensive)	140.79	0.12%	1.3%	3.9%	-4.3%	-13.5%	-1.5%	-1.8%	0.0%	-14.9%	5.4%	-5.9%	-5.9%	-19.7%	May '23
Coca-Cola (Defensive)	87.71	0.3%	0.8%	5.6%	9.7%	13.0%	29.7%	15.6%	27.1%	57.4%	77.7%	68.9%	77.7%	-1.5%	Jul '26
Exxon Mobil (Energy)	160.10	0.9%	4.6%	10.3%	5.5%	8.6%	53.8%	16.0%	34.8%	58.1%	233.9%	194.3%	84.2%	-6.0%	Mar '26
Chevron (Energy)	200.00	1.2%	7.2%	10.0%	8.1%	10.9%	34.3%	10.1%	33.7%	38.3%	140.8%	100.8%	47.8%	-4.4%	Mar '26
JPMorgan Chase (Financial)	362.84	-0.07%	1.5%	5.8%	21.5%	21.1%	25.7%	37.3%	14.2%	150.4%	157.0%	152.8%	282.4%	-0.6%	Aug '26
Visa (Financial)	364.15	-0.4%	0.6%	2.5%	13.1%	16.4%	6.2%	11.8%	4.5%	53.4%	62.6%	70.5%	110.7%	-1.5%	Aug '26
Mastercard (Financial)	569.29	0.4%	1.1%	5.8%	16.4%	10.2%	-1.9%	9.0%	0.2%	45.4%	61.6%	57.9%	105.5%	-4.4%	Aug '25
Bank of America (Financial)	64.49	0.6%	2.1%	6.4%	30.0%	24.1%	38.1%	28.0%	18.5%	124.8%	75.1%	56.3%	137.6%	-0.5%	Aug '26
UnitedHealth (Health)	401.73	0.7%	-1.3%	-5.5%	1.2%	38.9%	51.9%	-33.1%	23.3%	-16.5%	7.1%	-13.3%	-13.7%	-33.0%	Nov '24
Johnson & Johnson (Health)	260.35	-0.7%	0.4%	2.6%	13.5%	8.1%	52.7%	47.5%	27.2%	63.8%	70.0%	72.5%	78.4%	-2.6%	Jul '26
Eli Lilly (Health)	1180.16	-2.4%	-0.5%	2.4%	17.4%	13.7%	73.6%	40.2%	10.2%	123.6%	366.7%	352.4%	274.7%	-4.5%	Jul '26
Union Pacific (Industrials)	293.68	-1.4%	0.2%	1.9%	9.6%	13.8%	35.6%	3.9%	28.3%	36.7%	44.3%	31.4%	66.7%	-4.4%	Jul '26
Honeywell (Industrials)	233.96	-0.01%	-5.0%	5.1%	3.0%	-6.6%	10.8%	-6.4%	15.5%	32.5%	12.8%	25.9%	48.4%	-9.6%	Mar '26
Nvidia (IT)	225.16	-0.06%	0.5%	6.3%	-4.4%	23.3%	23.9%	38.9%	20.9%	415.6%	1019.2%	649.9%	1862.8%	-4.4%	May '26
Broadcom (IT)	392.99	-5.9%	-8.1%	1.0%	-10.5%	21.3%	27.2%	50.6%	14.0%	377.0%	787.9%	541.9%	866.1%	-18.3%	Jun '26
Adobe (IT)	264.02	-2.4%	-0.4%	19.6%	11.4%	0.0%	-24.3%	-21.3%	-24.6%	-49.4%	-58.6%	-53.2%	-7.7%	-58.4%	Feb '24
Oracle (IT)	150.52	-3.6%	2.4%	17.6%	-22.8%	-5.4%	-37.9%	18.1%	-22.0%	34.9%	78.2%	82.5%	147.3%	-53.6%	Sep '25
salesforce.com (IT)	196.21	-2.6%	1.8%	17.1%	17.4%	3.9%	-15.2%	-20.2%	-25.6%	-5.9%	-20.7%	-21.9%	40.3%	-46.0%	Dec '24
Linde PLC (Materials)	482.74	0.9%	-1.5%	-7.6%	-5.4%	1.0%	2.4%	3.2%	14.0%	31.3%	67.0%	51.5%	86.7%	-11.7%	Jul '26
Sherwin-Williams (Materials)	359.10	-0.7%	-2.9%	9.3%	16.4%	-2.2%	-0.9%	-3.8%	11.4%	33.3%	22.9%	10.4%	84.4%	-8.9%	Nov '24
American Tower (Real Estate)	175.58	0.8%	1.8%	4.0%	4.0%	-6.8%	-10.4%	-0.9%	2.0%	4.2%	-27.4%	-29.0%	8.6%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	141.03	-0.13%	0.6%	-1.0%	-0.4%	3.0%	37.6%	25.1%	12.2%	25.7%	23.4%	-2.1%	57.8%	-6.0%	Jul '26
NextEra Energy (Utilities)	86.19	0.2%	1.8%	-3.7%	-9.3%	-6.8%	22.8%	15.5%	8.9%	37.4%	17.8%	6.3%	31.8%	-11.3%	Apr '26
Duke Energy (Utilities)	123.92	-0.5%	-0.7%	-1.9%	0.5%	-2.5%	3.2%	12.7%	7.5%	49.9%	40.5%	42.5%	66.8%	-6.3%	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	16.07	p	EOD	0.2%	0.9%	1.2%	1.6%	6.6%	9.4%	3.5%	24.9%	11.3%	12.0%	34.2%	NewNew Peak	Aug '26
Moderate-60% Stock	70.29		-0.2%	0.2%	2.1%	2.7%	6.5%	15.2%	16.4%	9.5%	49.4%	39.8%	37.5%	74.6%	-0.2%	Aug '26
Mod Agg-80% Stock	56.83	p	EOD	0.6%	3.0%	3.6%	9.1%	19.8%	19.6%	12.9%	62.6%	53.4%	49.9%	96.9%	NewNew Peak	Aug '26
Aggressive-90% Stock	35.29	p	EOD	0.7%	2.8%	3.9%	12.1%	24.5%	20.9%	16.6%	68.8%	57.7%	53.3%	104.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	62877.85	-0.8%	-3.1%	-3.2%	-22.4%	-8.7%	-46.9%	-6.3%	-28.1%	113.8%	31.6%	35.3%	228.2%	-49.6%	Oct '25
Ethereum	1877.85	-0.3%	-1.9%	-0.6%	-17.7%	-8.3%	-58.7%	-11.0%	-36.7%	1.8%	-43.5%	-50.1%	45.0%	-61.1%	Aug '25
BNB	606.39	-0.6%	2.4%	4.2%	-10.6%	-2.1%	-27.9%	23.1%	-29.8%	152.3%	47.6%	18.4%	123.8%	-53.7%	Oct '25
Solana	75.11	-1.4%	2.0%	-3.4%	-18.5%	-10.9%	-61.0%	-34.2%	-39.7%	198.7%	67.3%	-55.9%	141.0%	-71.3%	Jan '25
Bitcoin ETF	35.63	-0.7%	-3.2%	-2.6%	-22.8%	-8.6%	-46.8%	-6.4%	-28.2%	-	-	-	-	-50.0%	Oct '25
Grayscale Bitcoin (hi fee)	48.68	-0.8%	-3.2%	-2.7%	-23.1%	-9.2%	-47.5%	-7.6%	-28.8%	167.8%	40.4%	57.2%	380.7%	-50.5%	Oct '25
Bloomberg Commodities	24.55	0.7%	3.0%	4.0%	-3.9%	17.1%	39.5%	14.9%	25.7%	45.7%	66.5%	59.6%	38.4%	-5.2%	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	5.27	1.0%	1.0%	3.4%	5.0%	12.1%	7.8%	1.1%	8.8%	23.0%	170.3%	161.2%	35.6%	-0.2%	Jul '26
10yr Treasury rate	4.70	1.2%	0.8%	2.4%	5.3%	15.8%	9.4%	-9.0%	12.8%	12.2%	262.1%	188.5%	20.3%	-5.9%	Oct '23
5yr Treasury rate	4.36	1.1%	0.0%	0.9%	5.8%	20.9%	14.2%	-15.0%	17.2%	0.1%	453.6%	219.6%	6.1%	-12.1%	Oct '23
13-week T-bill	3.70	-0.2%	-0.4%	-0.1%	3.0%	2.9%	-10.1%	-15.7%	4.2%	-29.8%	8115.6%	6875.5%	4.6%	-30.9%	Oct '23
Crude Oil	82.34	1.3%	5.3%	3.8%	-18.6%	30.9%	28.7%	-19.9%	43.4%	-0.2%	20.3%	8.2%	-5.6%	-27.1%	Apr '26
Gold	4428.80	1.5%	2.0%	9.1%	-5.3%	-11.8%	32.8%	64.5%	2.4%	131.8%	149.5%	146.1%	165.1%	-16.7%	Jan '26
USD/EUR	0.86	-0.3%	-0.1%	-1.3%	0.8%	2.6%	0.7%	-11.4%	1.5%	-5.7%	-	-1.7%	-16.1%	-11.5%	Jan '25
USD/JPY	159.32	-0.06%	1.0%	-1.8%	0.6%	4.3%	7.9%	-0.4%	1.9%	9.5%	-	38.4%	8.6%	-2.8%	Jul '26
S&P 500 Volatility Index	14.25	-2.6%	-4.4%	-13.6%	-17.4%	-30.8%	-3.9%	-13.8%	-4.7%	-3.8%	-7.8%	-14.2%	-57.6%	-72.8%	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	50.47		0%	0.1%	0.4%	1.0%	1.2%	4.0%	6.1%	2.0%	19.1%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.92		-0.2%	0.0%	-0.5%	0.4%	-0.4%	4.7%	4.3%	1.0%	11.4%	5.1%	5.3%	16.9%	-1.0%	Jul '26
Interm Bond- Janus MSB	44.44		-0.3%	0.0%	-0.3%	-0.2%	-1.5%	4.0%	8.8%	0.2%	16.5%	3.1%	3.8%	20.7%	-1.9%	Feb '26
Interm Bond- Vanguard	75.60		-0.2%	-0.1%	0.0%	-0.2%	-1.7%	2.0%	8.5%	-0.5%	15.2%	-0.5%	1.6%	19.4%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.1%	0.4%	1.6%	2.8%	6.2%	8.2%	3.2%	29.6%	35.4%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.92		-0.1%	-0.2%	0.1%	1.0%	-0.5%	3.0%	8.2%	1.0%	19.3%	14.6%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	71.79		-0.6%	-0.8%	-1.4%	-2.3%	-4.5%	-0.3%	7.2%	-2.3%	12.5%	-15.6%	-13.6%	22.0%	-5.2%	Oct '25
Long CA Muni- PIMCO	9.35	p	EOD	0.1%	-0.4%	0.7%	0.2%	6.5%	4.4%	1.6%	14.5%	5.8%	5.6%	21.4%	-0.9%	Jul '26
Long Muni- iShares	56.81		-0.2%	0.0%	-0.7%	0.3%	-0.9%	5.1%	3.4%	0.6%	9.4%	2.5%	2.6%	14.5%	-1.3%	Feb '26

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