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S&P 500

Return

80.7%

[

21.2%

annualized]

Dec 30 2022 - Jan 30 2026

-0.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.5%

[

13.4%

annualized]

Dec 30 2022 - Jan 30 2026

-1.4%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

48.4%

[

13.7%

annualized]

Dec 30 2022 - Jan 30 2026

-3.9%

Below
Peak
Jan '26

Performance Range:

As of Jan 30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6939.03	-0.4%	0.3%	1.4%	1.4%	9.5%	14.9%	16.4%	1.4%	70.2%	86.8%	44.7%	94.0%	-0.6%	Jan '26
DJIA (Large Value)	48892.47	-0.4%	-0.4%	1.7%	2.8%	10.8%	9.8%	13.0%	1.7%	43.4%	63.1%	33.6%	67.4%	-1.4%	Jan '26
Russell 2000 (Small Cap)	2613.74	-1.5%	-2.1%	5.3%	5.4%	18.2%	14.3%	11.3%	5.3%	35.3%	26.0%	15.0%	54.9%	-3.9%	Jan '26
NASDAQ Comp (Tech/Growth)	23461.82	-0.9%	-0.2%	0.9%	-1.1%	11.1%	19.5%	20.4%	0.9%	102.5%	79.5%	48.2%	125.2%	-2.1%	Oct '25
Aggregate Bond	100.13	-0.02%	0.0%	0.3%	0.6%	3.6%	6.9%	7.2%	0.3%	11.3%	-1.0%	0.7%	17.6%	-0.2%	Jan '26
Corp Bond	110.57	-0.10%	-0.2%	0.3%	0.5%	3.6%	7.6%	7.9%	0.3%	13.6%	-2.0%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	81.12	0.11%	0.0%	0.6%	1.9%	3.9%	7.8%	8.6%	0.6%	26.9%	21.9%	17.2%	37.1%	-0.1%	Jan '26
Preferred	31.69	0%	-0.7%	2.4%	2.9%	4.4%	6.1%	4.9%	2.4%	14.2%	12.1%	3.6%	27.2%	-0.8%	Jan '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	49.27	-1.5%	-1.4%	8.6%	15.6%	13.4%	13.2%	9.9%	8.6%	23.4%	54.0%	19.5%	53.4%	-1.5%	Jan '26
Consumer Discretionary/Cyclical	121.17	-0.02%	-1.6%	1.5%	1.2%	9.9%	5.3%	7.4%	1.5%	67.2%	55.7%	19.2%	79.3%	-2.7%	Jan '26
Financial Services	53.44	-0.2%	0.7%	-2.4%	2.4%	2.7%	5.3%	14.9%	-2.4%	53.4%	101.2%	44.8%	86.3%	-5.2%	Jan '26
Real Estate	90.80	0.10%	0.3%	2.6%	2.7%	3.8%	4.2%	3.3%	2.6%	12.4%	28.6%	-7.7%	35.4%	-3.4%	Nov '24
Communication Services	120.08	0.2%	2.7%	2.0%	4.9%	12.5%	18.7%	23.1%	2.0%	125.1%	88.6%	60.1%	161.0%	New Peak	Jan '26
Energy	51.05	1.1%	3.8%	14.2%	16.8%	19.1%	20.4%	7.9%	14.2%	25.6%	213.3%	105.6%	42.4%	New Peak	Jan '26
Industrials	165.44	-0.3%	0.7%	6.7%	7.1%	9.7%	21.2%	19.3%	6.7%	70.0%	110.6%	67.9%	105.3%	-0.9%	Jan '26
Technology	143.88	-2.0%	-0.8%	-0.1%	-4.2%	9.8%	25.4%	24.6%	-0.1%	116.3%	132.0%	69.2%	153.0%	-5.2%	Oct '25
Consumer Staples/Defensive	83.51	1.7%	0.7%	7.5%	10.4%	6.3%	8.6%	1.5%	7.5%	22.8%	48.5%	20.4%	34.8%	New Peak	Jan '26
Healthcare	154.74	0.6%	-1.7%	0.0%	7.7%	19.7%	7.2%	14.5%	0.0%	21.9%	45.7%	18.4%	33.9%	-3.1%	Jan '26
Utilities	43.25	-0.2%	1.6%	1.3%	-2.2%	2.4%	14.2%	16.0%	1.3%	37.2%	62.0%	37.8%	55.4%	-6.2%	Oct '25

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	145.50	-0.8%	0.2%	2.8%	3.8%	12.9%	22.0%	22.4%	2.8%	68.2%	75.7%	46.8%	99.5%	-1.1%	Jan '26
MSCI Emerging Markets	59.10	-2.2%	0.1%	8.0%	8.4%	23.5%	41.7%	34.0%	8.0%	53.9%	24.7%	32.5%	86.6%	-2.7%	Jan '26
FTSE Europe	87.50	-0.9%	0.7%	4.7%	10.0%	17.1%	33.7%	35.8%	4.7%	58.9%	72.5%	44.9%	112.3%	-1.6%	Jan '26
MSCI Japan	85.72	-0.4%	1.4%	6.2%	6.6%	20.8%	31.3%	25.9%	6.2%	59.7%	44.5%	41.5%	92.7%	-0.4%	Jan '26
MSCI India	51.74	0.3%	1.0%	-4.3%	-4.1%	-1.7%	1.5%	2.7%	-4.3%	27.4%	42.2%	12.1%	28.8%	-12.0%	Sep '24
MSCI China	62.40	-2.8%	-0.5%	3.9%	-0.6%	10.0%	31.8%	31.0%	3.9%	26.1%	-20.2%	10.3%	68.8%	-5.7%	Oct '25
International Bond	48.57	-0.2%	0.2%	0.5%	-0.2%	1.5%	3.1%	2.9%	0.5%	13.8%	-0.1%	1.9%	18.0%	-0.3%	Oct '25
iShares Latin America	35.36	-3.6%	1.1%	16.1%	23.1%	45.6%	61.4%	52.7%	16.1%	63.1%	86.8%	101.1%	80.4%	-3.6%	Jan '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	636.22	-0.3%	0.4%	1.4%	1.7%	10.1%	16.4%	17.8%	1.4%	77.5%	100.9%	53.4%	103.3%	-0.5%	Jan '26
US Large Growth	465.95	-0.7%	-0.5%	-1.6%	-3.9%	6.0%	14.3%	18.3%	-1.6%	104.2%	100.9%	55.3%	128.1%	-5.1%	Oct '25
US Large Value	219.86	-0.2%	0.6%	4.5%	8.0%	13.6%	15.7%	15.7%	4.5%	46.2%	78.9%	41.3%	71.5%	-0.2%	Jan '26

US MidCap Blend	296.09	-1.0%	-0.9%	2.0%	2.2%	4.3%	9.1%	11.6%	2.0%	41.1%	55.1%	24.5%	66.1%	-1.7%	Jan '26
US MidCap Growth	277.01	-1.5%	-1.9%	-0.8%	-4.9%	-4.6%	3.1%	10.7%	-0.8%	44.5%	36.3%	13.4%	67.4%	-6.9%	Oct '25
US MidCap Value	184.85	-0.5%	0.1%	4.2%	7.8%	11.6%	13.9%	12.1%	4.2%	36.5%	73.8%	34.6%	62.8%	-0.5%	Jan '26

US Small Blend	269.89	-1.0%	-1.7%	4.6%	6.2%	12.5%	9.6%	8.9%	4.6%	39.6%	46.1%	26.0%	63.5%	-2.8%	Jan '26
US Small Growth	336.33	-1.9%	-3.0%	4.1%	1.9%	16.3%	14.0%	12.9%	4.1%	45.7%	15.7%	16.7%	65.7%	-4.9%	Jan '26
US Small Value	193.88	-1.0%	-0.9%	7.0%	10.1%	22.1%	17.9%	12.4%	7.0%	35.2%	54.0%	24.9%	57.3%	-2.6%	Jan '26

Foreign Large Blend	100.74	-0.9%	0.8%	4.9%	8.6%	17.2%	31.7%	31.6%	4.9%	55.2%	62.7%	43.9%	100.1%	-1.3%	Jan '26
Foreign Growth	118.92	-1.4%	-0.5%	4.4%	4.5%	12.4%	19.9%	20.7%	4.4%	37.5%	30.2%	15.4%	74.9%	-2.3%	Jan '26
Foreign Value	75.34	-0.7%	2.1%	5.5%	12.6%	21.7%	43.5%	42.2%	5.5%	73.8%	99.2%	76.7%	126.7%	-0.7%	Jan '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	23.38	0.04%	-1.0%	-0.2%	0.0%	0.0%	2.8%	3.6%	-0.2%	23.7%	29.5%	25.1%	30.8%	-1.0%	Jan '26
Ultra Short- Janus AAA CLO	50.67	-0.3%	-0.3%	0.2%	1.2%	2.4%	4.7%	5.2%	0.2%	21.3%	25.0%	23.5%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.74	0.05%	-0.7%	-0.7%	0.8%	2.5%	5.6%	6.9%	-0.7%	24.9%	28.8%	26.0%	32.3%	-1.0%	Jan '26
Interval CEF- Cliffwater	10.48	-0.10%	-0.1%	0.4%	1.9%	3.8%	8.3%	8.9%	0.4%	37.1%	61.2%	47.8%	41.1%	-0.1%	Jan '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	54.66	-0.8%	0.4%	2.4%	3.3%	9.3%	17.1%	17.7%	2.4%	82.1%	139.4%	91.0%	111.0%	-0.8%	Jan '26
Int’l Min Volatility- Franklin	38.42	-0.08%	1.7%	4.3%	10.8%	18.9%	29.4%	27.1%	4.3%	71.7%	122.7%	86.1%	99.8%	-0.1%	Jan '26
MidCap 30 - Hennessy (hi fee)	25.23	-1.4%	-2.1%	4.0%	4.3%	11.4%	3.0%	3.0%	4.0%	75.6%	128.7%	94.1%	99.5%	-3.9%	Jan '26
Small Value- Avantis	109.27	-0.4%	0.7%	7.1%	12.1%	19.2%	13.0%	7.4%	7.1%	40.6%	98.8%	45.0%	66.4%	-0.9%	Jan '26
Mid Value- Pacer Cash Cows	62.27	0.3%	0.3%	3.5%	8.6%	13.6%	9.7%	9.0%	3.5%	33.1%	97.3%	43.0%	54.7%	-0.3%	Jan '26
Growth- S&P Momentum	119.87	-0.5%	1.7%	0.5%	-1.3%	4.0%	20.8%	26.6%	0.5%	118.9%	138.9%	95.1%	139.8%	-3.2%	Oct '25
Invesco S&P Quality	77.39	-1.4%	0.7%	3.1%	4.8%	9.1%	12.2%	13.2%	3.1%	74.4%	98.3%	53.4%	102.2%	-1.4%	Jan '26
Rotation Factor- BlackRock	61.51	-0.5%	1.2%	1.2%	1.3%	10.3%	18.5%	20.0%	1.2%	100.0%	114.9%	71.0%	131.7%	-0.5%	Jan '26
US Min Volatility- Fidelity	68.04	-0.01%	0.8%	1.9%	3.7%	8.5%	10.5%	11.8%	1.9%	50.4%	75.4%	38.6%	69.1%	-0.3%	Jan '26
Derivative Income- JPMorgan	58.56	0.02%	0.3%	2.3%	5.0%	7.8%	7.9%	8.1%	2.3%	34.3%	62.9%	32.5%	51.3%	-0.1%	Jan '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	15.92	0%	0.6%	0.7%	1.3%	2.1%	5.8%	6.5%	0.7%	25.3%	32.5%	30.4%	29.9%	-1.0%	Aug '25
Multistrategy- AQR	14.28	-0.7%	1.0%	1.9%	3.2%	9.3%	15.7%	16.4%	1.9%	44.5%	82.3%	67.4%	49.6%	-0.7%	Jan '26
Long Short- AQR	20.91	0.10%	1.3%	-1.2%	5.1%	14.0%	27.5%	34.4%	-1.2%	107.1%	227.2%	155.1%	143.3%	-1.8%	Dec '25
Mkt Neutral- BlackRock	14.73	0.1%	1.0%	1.0%	6.0%	11.4%	17.3%	18.3%	1.0%	62.5%	71.8%	70.8%	71.4%	-0.7%	Jan '26
Multi Strategy- Variant	26.31	0.11%	0.2%	0.0%	1.1%	3.2%	6.4%	7.2%	0.0%	22.1%	48.2%	33.7%	25.4%	-0.2%	Jan '26
Long Short- First Trust	71.72	-0.2%	0.4%	1.0%	1.3%	8.0%	7.3%	9.1%	1.0%	48.6%	68.1%	45.1%	60.4%	-0.4%	Jan '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)	338.00	-0.07%	3.1%	8.0%	20.3%	76.4%	66.3%	66.0%	8.0%	244.6%	272.7%	134.9%	249.1%	-0.1%	Jan '26
Meta (Communications)	716.50	-3.0%	8.8%	8.5%	10.6%	-7.2%	4.3%	13.1%	8.5%	384.3%	179.3%	113.1%	465.9%	-9.2%	Aug '25
Amazon (Cyclical)	239.30	-1.0%	0.1%	3.7%	-2.0%	2.2%	0.7%	5.2%	3.7%	132.0%	49.3%	40.4%	112.0%	-5.8%	Nov '25
Tesla (Cyclical)	430.41	3.3%	-4.2%	-4.3%	-5.7%	39.6%	6.4%	11.4%	-4.3%	148.5%	62.7%	7.6%	98.1%	-12.1%	Dec '25
Procter & Gamble (Defensive)	151.77	1.2%	1.1%	5.9%	0.9%	1.6%	-6.7%	-12.3%	5.9%	14.3%	33.3%	3.0%	32.5%	-13.3%	Dec '24
PepsiCo (Defensive)	153.63	3.3%	6.3%	7.0%	6.2%	13.6%	6.0%	-1.8%	7.0%	-0.8%	31.2%	0.7%	0.8%	-14.1%	May '23
Coca-Cola (Defensive)	74.81	1.9%	2.6%	7.0%	9.3%	11.8%	21.3%	15.6%	7.0%	33.5%	80.6%	42.2%	49.5%	New Peak	Jan '26
Exxon Mobil (Energy)	141.40	0.6%	4.8%	17.5%	24.7%	29.0%	37.2%	16.0%	17.5%	35.1%	285.8%	156.5%	60.5%	New Peak	Jan '26
Chevron (Energy)	176.90	3.3%	6.1%	16.1%	13.4%	19.3%	24.1%	10.1%	16.1%	15.3%	156.8%	74.3%	28.3%	New Peak	Jan '26
JPMorgan Chase (Financial)	305.89	-0.2%	2.7%	-4.6%	-1.2%	4.2%	16.8%	37.3%	-4.6%	134.7%	170.0%	111.1%	219.3%	-8.6%	Jan '26
Visa (Financial)	321.83	-3.0%	-1.3%	-8.2%	-5.4%	-6.5%	-5.2%	11.8%	-8.2%	43.0%	72.7%	49.8%	85.1%	-13.5%	Jun '25
Mastercard (Financial)	538.79	-0.9%	2.7%	-5.5%	-2.2%	-4.6%	-2.4%	9.0%	-5.5%	47.9%	75.3%	48.9%	93.8%	-9.8%	Aug '25
Bank of America (Financial)	53.20	0.2%	2.9%	-3.3%	0.0%	13.8%	17.6%	28.0%	-3.3%	62.2%	102.5%	27.5%	93.9%	-7.1%	Jan '26
UnitedHealth (Health)	286.93	-1.8%	-19.5%	-13.1%	-15.4%	16.5%	-45.8%	-33.1%	-13.1%	-39.3%	-6.7%	-38.9%	-39.2%	-52.8%	Nov '24
Johnson & Johnson (Health)	227.25	-0.02%	3.2%	9.8%	21.1%	39.8%	53.9%	47.5%	9.8%	52.3%	60.6%	48.9%	54.0%	-0.2%	Jan '26
Eli Lilly (Health)	1037.15	1.3%	-2.6%	-3.5%	20.4%	40.7%	28.8%	40.2%	-3.5%	208.6%	425.5%	296.2%	228.1%	-6.6%	Nov '25
Union Pacific (Industrials)	235.10	0.7%	2.4%	1.6%	7.3%	7.2%	-2.9%	3.9%	1.6%	23.5%	33.2%	4.1%	32.1%	-5.5%	Aug '24
Honeywell (Industrials)	227.52	0.12%	2.7%	16.6%	13.7%	9.8%	10.3%	-6.4%	16.6%	23.5%	36.8%	27.1%	49.8%	New Peak	Jan '26
Nvidia (IT)	191.13	-0.7%	1.8%	2.5%	-5.6%	7.5%	59.2%	38.9%	2.5%	879.3%	1375.5%	535.8%	1564.1%	-7.7%	Oct '25
Broadcom (IT)	331.30	0.2%	3.5%	-4.3%	-10.2%	13.2%	51.1%	50.6%	-4.3%	492.3%	717.5%	439.2%	711.5%	-19.6%	Dec '25
Adobe (IT)	293.25	0.5%	-2.6%	-16.2%	-13.8%	-18.0%	-33.0%	-21.3%	-16.2%	-20.8%	-36.1%	-48.0%	2.5%	-53.8%	Feb '24
Oracle (IT)	164.58	-2.6%	-7.1%	-15.3%	-37.2%	-34.9%	-2.2%	18.1%	-15.3%	92.9%	191.6%	98.2%	168.5%	-49.7%	Sep '25
salesforce.com (IT)	212.29	-0.8%	-6.9%	-19.9%	-18.3%	-17.5%	-37.5%	-20.2%	-19.9%	27.9%	-4.7%	-15.9%	51.0%	-41.8%	Dec '24
Linde PLC (Materials)	456.97	0.4%	1.2%	7.2%	9.6%	0.0%	3.8%	3.2%	7.2%	43.6%	99.5%	42.5%	75.6%	-5.2%	Sep '25
Sherwin-Williams (Materials)	354.64	0.02%	1.8%	9.4%	3.1%	7.7%	-0.1%	-3.8%	9.4%	54.0%	60.8%	8.5%	81.3%	-10.5%	Nov '24
American Tower (Real Estate)	179.28	-1.1%	0.3%	2.1%	1.1%	-12.4%	0.3%	-0.9%	2.1%	-11.2%	-8.7%	-28.9%	8.7%	-22.3%	Sep '24
Prologis Inc. (Real Estate)	130.56	0.12%	2.7%	2.3%	6.0%	24.3%	13.4%	25.1%	2.3%	11.0%	45.5%	-10.7%	43.9%	-2.0%	Jan '26
NextEra Energy (Utilities)	87.90	-0.3%	3.6%	9.5%	8.7%	25.5%	26.7%	15.5%	9.5%	28.5%	23.5%	6.9%	32.5%	-0.3%	Jan '26
Duke Energy (Utilities)	121.35	0.4%	3.3%	3.5%	-1.5%	1.5%	12.3%	12.7%	3.5%	33.4%	57.0%	37.2%	60.6%	-5.1%	Oct '25

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	15.91	-0.3%	0.1%	0.9%	1.3%	5.1%	9.3%	9.4%	0.9%	21.8%	11.7%	9.3%	30.9%	-0.3%	Jan '26
Moderate-60% Stock	66.36	-0.5%	0.3%	2.1%	3.0%	9.5%	16.5%	16.4%	2.1%	43.4%	43.2%	28.2%	62.8%	-0.6%	Jan '26
Mod Agg-80% Stock	52.10	-0.8%	0.2%	2.7%	3.8%	11.6%	19.7%	19.6%	2.7%	54.7%	56.8%	36.4%	79.2%	-0.9%	Jan '26
Aggressive-90% Stock	31.35	-0.9%	0.4%	3.6%	4.7%	13.4%	21.5%	20.9%	3.6%	56.3%	60.8%	36.2%	81.9%	-1.0%	Jan '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	83916.95	-0.8%	-6.2%	-4.1%	-23.4%	-27.5%	-18.1%	-6.3%	-4.1%	262.7%	144.5%	80.6%	338.0%	-32.7%	Oct '25
Ethereum	2693.01	-4.4%	-8.8%	-9.2%	-30.0%	-27.2%	-18.4%	-11.0%	-9.2%	69.7%	94.8%	-28.4%	108.0%	-44.3%	Aug '25
BNB	850.85	-1.9%	-4.5%	-1.4%	-21.9%	8.6%	25.6%	23.1%	-1.4%	172.4%	1885.5%	66.1%	214.0%	-35.1%	Oct '25
Solana	118.35	0.6%	-7.1%	-4.9%	-36.8%	-31.4%	-48.9%	-34.2%	-4.9%	394.1%	2986.2%	-30.5%	279.7%	-54.8%	Jan '25
Bitcoin ETF	47.49	-0.2%	-6.3%	-4.4%	-23.8%	-28.4%	-17.7%	-6.4%	-4.4%	-	-	-	-	-33.4%	Oct '25
Grayscale Bitcoin (hi fee)	65.37	-0.2%	-6.4%	-4.4%	-24.0%	-28.8%	-18.7%	-7.6%	-4.4%	495.6%	108.6%	111.2%	545.5%	-33.6%	Oct '25
Bloomberg Commodities	21.72	-2.7%	1.6%	11.2%	14.1%	22.3%	23.1%	14.9%	11.2%	24.0%	74.4%	41.2%	22.5%	-2.7%	Jan '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	4.87	0.4%	0.8%	0.7%	4.3%	-0.3%	1.2%	1.1%	0.7%	33.1%	162.2%	141.7%	25.4%	-4.5%	Oct '23
10yr Treasury rate	4.24	0.3%	0.0%	1.9%	3.4%	-2.7%	-7.2%	-9.0%	1.9%	20.2%	288.0%	160.5%	8.7%	-15.0%	Oct '23
5yr Treasury rate	3.80	-0.2%	-1.1%	2.0%	2.2%	-4.1%	-13.0%	-15.0%	2.0%	4.4%	757.1%	178.2%	-7.7%	-23.5%	Oct '23
13-week T-bill	3.57	-0.2%	-0.3%	0.7%	-3.9%	-15.7%	-14.7%	-15.7%	0.7%	-21.8%	7341.7%	6639.6%	1.1%	-33.2%	Oct '23
Crude Oil	65.74	0.5%	7.6%	14.5%	7.8%	-5.1%	-9.4%	-19.9%	14.5%	-16.6%	25.9%	-13.6%	-24.7%	-29.8%	Sep '23
Gold	4907.50	-7.7%	-1.4%	13.5%	23.2%	49.0%	74.5%	64.5%	13.5%	154.3%	165.7%	172.7%	193.8%	-7.7%	Jan '26
EUR/USD	1.19	-1.0%	0.8%	0.9%	2.4%	3.8%	14.0%	12.9%	0.9%	9.2%	-2.2%	4.2%	22.1%	-1.4%	Jan '26
USD/JPY	154.78	1.1%	-2.3%	-1.0%	0.6%	2.7%	0.4%	-0.4%	-1.0%	18.6%	48.4%	34.4%	5.5%	-4.2%	Jul '24
S&P 500 Volatility Index	17.44	3.3%	8.4%	16.7%	0.0%	4.3%	6.1%	-13.8%	16.7%	-10.1%	-47.3%	5.1%	-48.0%	-66.7%	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	51.00	0.08%	0.2%	0.4%	1.3%	2.9%	5.9%	6.1%	0.4%	19.6%	18.5%	17.7%	22.9%	New Peak	Jan '26
Interm Muni- JPMorgan	50.84	0.10%	0.2%	0.7%	1.1%	5.0%	4.5%	4.3%	0.7%	10.5%	6.0%	5.0%	16.6%	New Peak	Jan '26
Interm Bond- Janus MSB	45.75	-0.5%	-0.2%	0.1%	1.0%	5.0%	8.2%	8.8%	0.1%	12.9%	3.0%	3.7%	20.5%	-0.5%	Jan '26
Interm Bond- Vanguard	77.87	-0.01%	0.1%	0.0%	0.6%	3.4%	7.8%	8.5%	0.0%	13.1%	-0.3%	2.1%	19.9%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.01	-0.7%	-0.9%	-0.1%	0.9%	3.4%	7.1%	8.2%	-0.1%	28.7%	39.3%	28.1%	34.7%	-1.0%	Jan '26
Int’l Bond- JPMorgan	49.15	-0.08%	0.2%	0.9%	1.4%	3.9%	8.0%	8.2%	0.9%	19.0%	15.8%	14.8%	29.0%	-0.1%	Jan '26
Long Bond- Vanguard	76.21	-0.3%	-0.7%	0.5%	-0.2%	3.9%	7.2%	7.2%	0.5%	9.1%	-11.6%	-11.2%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.46	0.11%	0.2%	0.4%	0.3%	5.0%	3.3%	3.3%	0.4%	9.7%	1.8%	0.6%	15.7%	-0.1%	Jan '26
Long Muni- iShares	57.90	0.12%	0.3%	0.8%	1.4%	6.0%	4.7%	3.4%	0.8%	9.1%	3.1%	2.8%	14.7%	New Peak	Jan '26

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Performance Range:

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.

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