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S&P 500

Return

62.0%

[

20.2%

annualized]

Dec 29 2023 - Aug 11 2026

DJIA (Large Value)

Return

42.7%

[

14.5%

annualized]

Dec 29 2023 - Aug 11 2026

Russell 2000 (Small Cap)

Return

49.3%

[

16.5%

annualized]

Dec 29 2023 - Aug 11 2026

Performance Range:

As of Aug 11 04:40 PM EDT, next update at 04:50 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	7728.20	-0.3%	-0.1%	2.0%	4.3%	11.3%	21.3%	16.4%	12.9%	73.1%	74.0%	61.1%	116.1%	-0.4%	Aug '26
DJIA (Large Value)	53791.85	-0.3%	-0.5%	2.2%	8.2%	7.3%	22.3%	13.0%	11.9%	52.5%	51.6%	47.0%	84.2%	-1.0%	Aug '26
Russell 2000 (Small Cap)	3027.12	0.3%	-0.3%	1.7%	5.5%	13.4%	36.6%	11.3%	22.0%	57.2%	34.5%	33.2%	79.4%	-0.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26445.45	-0.6%	-0.5%	0.6%	0.7%	14.6%	23.7%	20.4%	13.8%	93.8%	79.1%	67.0%	153.9%	-2.4%	Jun '26
Aggregate Bond	97.32	0.08%	-0.3%	-0.4%	-0.6%	-0.9%	2.3%	7.2%	-0.3%	13.5%	-1.0%	0.2%	17.0%	-2.1%	Feb '26
Corp Bond	105.99	0.03%	-0.7%	-0.9%	-1.6%	-2.0%	1.2%	7.9%	-1.2%	15.4%	-3.6%	-2.4%	23.7%	-2.9%	Feb '26
High Yield Bond	79.51	0.04%	-0.1%	0.2%	0.9%	1.3%	5.1%	8.6%	2.1%	26.9%	20.6%	18.9%	39.1%	-0.1%	Aug '26
Preferred	30.59	0.07%	-0.5%	0.6%	-2.1%	-0.8%	3.6%	4.9%	1.8%	19.6%	4.7%	3.0%	26.4%	-2.2%	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	53.24	0.11%	2.4%	4.6%	2.3%	0.1%	23.0%	9.9%	18.4%	36.3%	35.9%	30.2%	67.1%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	119.24	-0.4%	0.8%	1.7%	0.1%	1.7%	7.1%	7.4%	0.3%	44.0%	36.5%	17.8%	77.2%	-3.9%	Jan '26
Financial Services	57.80	-0.02%	-0.1%	3.8%	13.3%	10.5%	13.2%	14.9%	6.4%	73.5%	62.4%	57.9%	103.2%	-0.3%	Aug '26
Real Estate	96.38	-0.8%	-2.6%	-1.0%	0.6%	5.3%	13.2%	3.3%	11.1%	30.2%	10.2%	-0.1%	46.6%	-4.5%	Jul '26
Communication Services	111.27	-0.5%	-0.7%	-0.3%	-3.5%	-4.1%	4.1%	23.1%	-4.9%	71.4%	41.1%	49.2%	143.3%	-6.8%	Jan '26
Energy	60.93	1.2%	4.1%	10.6%	7.3%	12.4%	49.1%	7.9%	38.2%	49.2%	191.8%	148.8%	72.4%	-1.9%	Mar '26
Industrials	185.70	0.6%	-0.4%	2.1%	6.4%	6.8%	25.1%	19.3%	20.3%	78.0%	89.7%	89.4%	131.6%	-0.4%	Aug '26
Technology	186.09	-0.12%	-0.4%	0.2%	4.7%	30.5%	41.6%	24.6%	29.6%	127.4%	152.1%	119.3%	228.0%	-6.0%	Jun '26
Consumer Staples/Defensive	84.69	-0.3%	-0.8%	0.7%	2.3%	-3.0%	5.6%	1.5%	10.4%	22.8%	34.3%	23.7%	38.4%	-4.7%	Feb '26
Healthcare	168.01	-0.3%	3.6%	4.5%	18.0%	8.4%	31.2%	14.5%	9.5%	30.2%	38.2%	29.7%	46.7%	-0.3%	Aug '26
Utilities	43.63	1.2%	-1.1%	-3.9%	-2.7%	-0.8%	4.4%	16.0%	3.6%	47.8%	48.8%	40.9%	58.9%	-7.4%	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	160.89	-0.1%	0.2%	2.0%	4.1%	9.6%	24.2%	22.4%	14.4%	75.9%	69.7%	63.4%	122.0%	-0.3%	Aug '26
MSCI Emerging Markets	65.43	0.4%	-0.9%	-2.2%	-3.1%	6.8%	35.3%	34.0%	20.2%	77.7%	40.8%	47.5%	107.7%	-8.1%	Jun '26
FTSE Europe	92.30	0.04%	0.5%	4.2%	6.5%	5.1%	23.2%	35.8%	12.4%	64.5%	56.0%	55.6%	128.1%	-0.3%	Aug '26
MSCI Japan	96.28	0.2%	1.8%	1.8%	4.9%	3.0%	29.2%	25.9%	19.9%	71.3%	58.1%	59.8%	117.6%	-0.7%	Jun '26
MSCI India	50.09	-0.10%	-0.9%	1.6%	3.4%	-6.4%	-4.2%	2.7%	-7.3%	15.7%	17.6%	8.5%	24.7%	-14.8%	Sep '24
MSCI China	55.62	-2.3%	-0.8%	4.7%	-4.6%	-9.6%	-2.0%	31.0%	-6.8%	31.0%	-14.0%	-1.1%	51.4%	-15.4%	Oct '25
International Bond	47.82	0.06%	-0.3%	-0.3%	0.4%	-0.4%	1.3%	2.9%	0.6%	13.1%	0.0%	2.0%	18.1%	-1.4%	Feb '26
iShares Latin America	33.75	-2.2%	-3.8%	-2.2%	-5.7%	-7.9%	36.2%	52.7%	12.3%	48.3%	61.2%	94.4%	74.4%	-10.3%	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	708.42	-0.3%	-0.1%	2.1%	4.6%	12.0%	22.6%	17.8%	13.6%	80.0%	86.4%	71.9%	127.8%	-0.3%	Aug '26
US Large Growth	123.60	-0.5%	-0.6%	-0.3%	0.2%	8.2%	12.1%	19.8%	4.6%	91.2%	97.1%	78.1%	157.1%	-3.9%	Jun '26
US Large Value	257.92	-0.2%	0.5%	4.5%	10.3%	15.5%	34.3%	15.7%	23.5%	69.6%	74.3%	67.0%	102.6%	-0.2%	Aug '26

US MidCap Blend	83.09	0.4%	0.2%	2.7%	7.6%	10.5%	22.0%	17.0%	15.3%	77.7%	81.0%	70.0%	119.8%	NewNew Peak	Aug '26
US MidCap Growth	306.51	0.4%	-0.2%	1.4%	5.7%	11.8%	8.6%	10.7%	10.2%	54.0%	31.1%	25.9%	85.9%	-0.2%	Aug '26
US MidCap Value	208.64	0.5%	0.6%	3.6%	9.0%	9.6%	27.3%	12.1%	18.8%	58.5%	60.7%	53.5%	85.6%	NewNew Peak	Aug '26

US Small Blend	306.16	0.3%	0.2%	2.7%	6.4%	10.8%	29.6%	8.9%	19.5%	58.3%	46.8%	44.0%	86.8%	NewNew Peak	Aug '26
US Small Growth	389.23	0.3%	0.2%	1.2%	4.5%	15.0%	34.1%	12.9%	20.7%	64.9%	33.5%	35.3%	92.1%	-1.2%	Jun '26
US Small Value	224.97	0.3%	-0.9%	2.3%	6.9%	12.9%	42.2%	12.4%	24.9%	61.4%	52.0%	45.9%	83.7%	-0.9%	Aug '26

Foreign Large Blend	108.09	0.07%	0.7%	3.6%	5.8%	4.6%	24.2%	31.6%	14.3%	64.7%	56.4%	56.9%	118.1%	-0.4%	Aug '26
Foreign Growth	126.20	0.2%	1.3%	2.9%	4.7%	3.6%	17.9%	20.7%	11.7%	43.3%	24.1%	23.5%	87.0%	NewNew Peak	Aug '26
Foreign Value	81.57	-0.10%	0.1%	4.1%	7.0%	5.7%	30.4%	42.2%	17.3%	87.7%	93.7%	96.4%	151.9%	-0.8%	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		0.07%	0.3%	1.4%	1.8%	3.3%	2.7%	3.6%	2.6%	20.5%	31.1%	28.5%	34.4%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.57		0%	0.1%	0.4%	1.1%	2.1%	4.9%	5.2%	2.7%	19.8%	27.0%	26.7%	29.0%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.52		0.10%	0.3%	0.9%	0.9%	2.3%	4.5%	6.9%	1.3%	22.4%	30.5%	28.6%	35.0%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.32	p	EOD	0.2%	0.6%	1.5%	3.1%	6.9%	8.9%	3.6%	33.4%	58.0%	52.5%	45.6%	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	60.24		-0.2%	-0.6%	1.3%	4.2%	10.0%	20.9%	17.7%	13.4%	83.8%	114.8%	111.5%	133.5%	-0.6%	Aug '26
Int’l Min Volatility- Franklin	42.91		-0.09%	0.5%	3.8%	6.9%	7.7%	32.5%	27.1%	18.8%	87.5%	115.5%	111.9%	127.5%	-0.3%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.27	p	EOD	-3.4%	0.4%	1.5%	8.9%	25.2%	3.0%	16.5%	73.4%	115.1%	117.5%	123.5%	-4.7%	Jun '26
Small Value- Avantis	127.22		0.2%	-1.2%	2.6%	7.3%	11.1%	39.9%	7.4%	25.5%	61.3%	82.0%	69.9%	95.0%	-1.2%	Aug '26
Mid Value- Pacer Cash Cows	70.23		0.3%	3.0%	9.6%	11.2%	9.4%	29.7%	9.0%	17.3%	44.0%	72.3%	62.1%	75.3%	NewNew Peak	Aug '26
Growth- S&P Momentum	148.56		-0.09%	-1.7%	-3.4%	1.9%	23.7%	28.0%	26.6%	25.0%	160.1%	157.0%	142.9%	198.5%	-8.1%	Jun '26
Invesco S&P Quality	85.98		-0.01%	-1.3%	-2.4%	3.8%	7.8%	21.3%	13.2%	15.3%	74.3%	81.6%	71.5%	126.0%	-4.6%	Jun '26
Rotation Factor- BlackRock	69.69		-0.4%	0.1%	2.3%	5.7%	13.2%	24.5%	20.0%	15.1%	98.0%	103.8%	94.6%	163.7%	-0.4%	Aug '26
US Min Volatility- Fidelity	73.13		-0.7%	0.0%	4.3%	6.8%	7.8%	16.8%	11.8%	10.5%	51.0%	60.0%	50.2%	83.3%	-0.7%	Aug '26
Derivative Income- JPMorgan	57.79		0.3%	0.8%	2.5%	5.6%	1.6%	11.7%	8.1%	5.8%	32.1%	43.4%	37.1%	56.5%	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	17.52	p	EOD	0.2%	0.6%	1.6%	9.2%	10.7%	6.5%	10.8%	31.3%	45.3%	43.5%	43.0%	-0.1%	Aug '26
Multistrategy- AQR	14.93	p	EOD	0.9%	2.0%	1.5%	3.6%	13.5%	16.4%	6.6%	45.2%	77.1%	75.0%	56.4%	NewNew Peak	Aug '26
Long Short- AQR	21.90	p	EOD	1.4%	5.2%	5.5%	4.5%	18.1%	34.4%	3.5%	95.5%	188.2%	167.2%	154.8%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.42	p	EOD	0.3%	2.3%	5.1%	13.9%	23.3%	18.3%	13.8%	78.2%	89.6%	92.4%	93.1%	-0.1%	Aug '26
Multi Strategy- Variant	25.81	p	EOD	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.4%	20.5%	42.9%	38.3%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	75.56		-0.4%	-0.3%	1.1%	2.3%	6.3%	14.1%	9.1%	6.8%	46.4%	61.9%	53.4%	69.6%	-0.4%	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)	343.80	-3.8%	-9.0%	-3.7%	-11.5%	10.7%	71.5%	66.0%	10.0%	167.7%	154.5%	139.2%	255.5%	-14.6%	May '26
Meta (Communications)	599.12	0.7%	1.9%	-10.5%	0.1%	-10.2%	-21.5%	13.1%	-9.1%	100.4%	67.9%	78.5%	374.0%	-23.9%	Aug '25
Amazon (Cyclical)	272.27	-2.1%	-1.9%	11.0%	1.2%	33.4%	23.0%	5.2%	18.0%	96.7%	65.4%	59.8%	141.2%	-4.1%	Aug '26
Tesla (Cyclical)	332.81	0.6%	1.7%	-18.4%	-25.2%	-22.3%	-1.8%	11.4%	-26.0%	37.2%	41.1%	-16.8%	53.2%	-32.1%	Dec '25
Procter & Gamble (Defensive)	145.21	-0.8%	-1.9%	-0.5%	2.0%	-7.9%	-3.5%	-12.3%	3.6%	0.1%	15.8%	0.7%	29.6%	-15.2%	Dec '24
PepsiCo (Defensive)	138.41	0.5%	-0.5%	0.7%	-6.4%	-16.6%	-0.7%	-1.8%	-1.7%	-16.5%	4.6%	-7.5%	-7.4%	-21.1%	May '23
Coca-Cola (Defensive)	86.48	-0.4%	-0.1%	3.6%	10.7%	11.5%	25.7%	15.6%	25.4%	54.4%	76.7%	66.5%	75.2%	-2.9%	Jul '26
Exxon Mobil (Energy)	159.80	0.01%	3.8%	15.1%	7.5%	4.1%	55.8%	16.0%	34.6%	58.0%	229.1%	193.8%	83.9%	-6.2%	Mar '26
Chevron (Energy)	196.66	0.9%	3.3%	11.5%	7.4%	7.8%	33.5%	10.1%	31.5%	35.9%	134.8%	97.5%	45.3%	-6.0%	Mar '26
JPMorgan Chase (Financial)	362.04	0.6%	1.3%	7.6%	21.2%	17.6%	27.4%	37.3%	14.0%	150.4%	154.6%	152.2%	281.6%	NewNew Peak	Aug '26
Visa (Financial)	362.82	0.4%	-1.8%	4.0%	12.3%	10.4%	8.9%	11.8%	3.9%	54.3%	60.2%	69.6%	109.5%	-2.1%	Aug '26
Mastercard (Financial)	561.44	-0.3%	-1.7%	6.6%	13.0%	4.8%	-1.5%	9.0%	-1.2%	44.7%	58.8%	55.7%	102.6%	-5.7%	Aug '25
Bank of America (Financial)	64.00	0.2%	1.7%	7.3%	27.3%	20.1%	41.7%	28.0%	17.6%	120.5%	72.4%	55.1%	135.8%	NewNew Peak	Aug '26
UnitedHealth (Health)	402.19	-1.6%	-1.3%	-5.3%	5.2%	46.2%	63.6%	-33.1%	23.5%	-15.9%	7.7%	-13.2%	-13.6%	-32.9%	Nov '24
Johnson & Johnson (Health)	259.80	-0.8%	1.9%	1.1%	18.0%	9.1%	53.2%	47.5%	26.9%	63.1%	72.1%	72.2%	78.0%	-2.8%	Jul '26
Eli Lilly (Health)	1215.02	-1.4%	8.9%	2.2%	25.9%	20.1%	92.6%	40.2%	13.4%	134.9%	382.3%	365.7%	285.7%	-1.7%	Jul '26
Union Pacific (Industrials)	292.87	0.2%	-1.2%	2.1%	11.8%	12.6%	36.4%	3.9%	27.9%	36.5%	44.8%	31.1%	66.3%	-4.7%	Jul '26
Honeywell (Industrials)	230.12	-5.3%	-7.5%	1.6%	0.7%	-8.6%	9.9%	-6.4%	13.7%	29.5%	10.3%	23.9%	45.9%	-11.1%	Mar '26
Nvidia (IT)	217.50	-0.02%	2.6%	3.1%	-0.8%	14.6%	19.6%	38.9%	16.8%	433.4%	1007.9%	624.4%	1796.0%	-7.6%	May '26
Broadcom (IT)	416.08	-1.5%	-0.5%	4.0%	-2.7%	21.8%	37.9%	50.6%	20.7%	419.9%	845.2%	579.7%	922.9%	-13.5%	Jun '26
Adobe (IT)	263.71	-3.4%	2.4%	17.9%	7.1%	2.5%	-21.0%	-21.3%	-24.7%	-48.1%	-57.9%	-53.3%	-7.8%	-58.5%	Feb '24
Oracle (IT)	145.48	-3.7%	-0.2%	3.4%	-24.7%	-6.8%	-41.8%	18.1%	-24.6%	33.3%	73.6%	76.4%	139.0%	-55.2%	Sep '25
salesforce.com (IT)	197.47	-0.02%	3.4%	20.9%	11.5%	7.3%	-14.4%	-20.2%	-25.1%	-3.7%	-17.1%	-21.4%	41.2%	-45.6%	Dec '24
Linde PLC (Materials)	490.53	-0.4%	1.2%	-7.4%	-2.4%	5.6%	5.7%	3.2%	15.8%	33.5%	71.4%	54.0%	89.7%	-10.3%	Jul '26
Sherwin-Williams (Materials)	364.42	0.5%	0.8%	9.1%	16.8%	-0.2%	3.7%	-3.8%	13.0%	36.7%	26.1%	12.0%	87.2%	-7.6%	Nov '24
American Tower (Real Estate)	169.55	0.3%	-3.3%	0.6%	-3.6%	-4.2%	-14.5%	-0.9%	-1.5%	0.7%	-28.5%	-31.4%	4.9%	-25.1%	Sep '24
Prologis Inc. (Real Estate)	139.50	0.5%	0.3%	-1.0%	-2.5%	1.3%	38.4%	25.1%	11.0%	24.3%	25.0%	-3.1%	56.1%	-7.0%	Jul '26
NextEra Energy (Utilities)	85.74	1.2%	-1.7%	-2.5%	-8.9%	-4.8%	21.8%	15.5%	8.3%	35.9%	18.7%	5.7%	31.1%	-11.8%	Apr '26
Duke Energy (Utilities)	123.19	1.7%	-0.9%	-1.8%	-0.5%	0.1%	1.5%	12.7%	6.9%	47.4%	39.5%	41.7%	65.8%	-6.9%	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	15.99	p	EOD	-0.2%	0.2%	0.6%	1.3%	6.4%	9.4%	2.9%	24.3%	11.0%	11.5%	33.6%	-0.4%	Jun '26
Moderate-60% Stock	69.90		-0.03%	0.0%	1.2%	2.3%	5.4%	15.7%	16.4%	8.9%	48.6%	39.3%	36.7%	73.6%	-0.3%	Aug '26
Mod Agg-80% Stock	56.40	p	EOD	0.1%	1.7%	3.2%	7.4%	20.4%	19.6%	12.0%	61.5%	52.5%	48.8%	95.4%	-0.2%	Aug '26
Aggressive-90% Stock	34.99	p	EOD	0.1%	1.5%	3.4%	10.0%	25.1%	20.9%	15.6%	67.5%	56.9%	52.0%	103.0%	-0.2%	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	63636.90	-0.4%	-0.7%	-0.8%	-22.1%	-5.0%	-46.4%	-6.3%	-27.3%	116.5%	39.6%	37.0%	232.2%	-49.0%	Oct '25
Ethereum	1879.06	0.4%	0.6%	4.6%	-19.7%	-3.2%	-55.5%	-11.0%	-36.7%	1.7%	-40.6%	-50.0%	45.1%	-61.1%	Aug '25
BNB	611.92	2.2%	3.2%	6.4%	-8.7%	0.8%	-24.1%	23.1%	-29.1%	155.3%	56.2%	19.5%	125.8%	-53.3%	Oct '25
Solana	75.93	-0.02%	3.0%	-2.7%	-22.0%	-4.2%	-56.6%	-34.2%	-39.0%	208.9%	81.9%	-55.4%	143.6%	-71.0%	Jan '25
Bitcoin ETF	35.94	-0.8%	-1.2%	-0.8%	-22.7%	-6.1%	-46.9%	-6.4%	-27.6%	-	-	-	-	-49.6%	Oct '25
Grayscale Bitcoin (hi fee)	49.13	-0.8%	-1.2%	-0.9%	-22.8%	-6.7%	-47.5%	-7.6%	-28.1%	174.4%	39.9%	58.7%	385.2%	-50.1%	Oct '25
Bloomberg Commodities	24.51	0.08%	5.0%	6.6%	-3.8%	15.1%	38.6%	14.9%	25.5%	44.7%	66.2%	59.3%	38.2%	-5.4%	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	-0.1%	0.9%	3.3%	5.0%	8.8%	8.2%	1.1%	8.2%	22.6%	162.2%	159.7%	34.8%	-0.7%	Jul '26
10yr Treasury rate	4.68	-0.3%	1.2%	2.5%	6.2%	12.3%	9.6%	-9.0%	12.5%	12.4%	252.4%	187.7%	20.0%	-6.1%	Oct '23
5yr Treasury rate	4.38	-0.5%	1.2%	1.8%	7.8%	17.2%	14.7%	-15.0%	17.8%	1.8%	446.8%	221.2%	6.6%	-11.6%	Oct '23
13-week T-bill	3.73	0.3%	0.0%	0.9%	3.6%	3.6%	-10.0%	-15.7%	5.2%	-29.2%	8188.9%	6937.7%	5.6%	-30.3%	Oct '23
Crude Oil	83.41	1.6%	10.1%	16.8%	-14.9%	29.1%	30.4%	-19.9%	45.3%	0.3%	20.4%	9.6%	-4.4%	-26.2%	Apr '26
Gold	4429.50	1.6%	8.2%	7.9%	-6.1%	-12.7%	32.1%	64.5%	2.4%	131.6%	153.1%	146.2%	165.2%	-16.7%	Jan '26
USD/EUR	0.87	0.02%	-0.1%	-1.1%	2.0%	3.0%	0.6%	-11.4%	1.8%	-	1.7%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	159.35	0.12%	1.1%	-1.4%	1.3%	3.2%	7.6%	-0.4%	1.9%	-	44.4%	38.4%	8.6%	-2.8%	Jul '26
S&P 500 Volatility Index	15.28	-1.2%	-7.4%	1.7%	-16.9%	-13.4%	-6.0%	-13.8%	2.2%	3.0%	-5.5%	-8.0%	-54.5%	-70.8%	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	50.39		0.06%	-0.3%	0.0%	0.4%	0.9%	3.6%	6.1%	1.4%	18.5%	18.8%	18.9%	24.2%	-0.3%	Aug '26
Interm Muni- JPMorgan	49.87		0.11%	0.2%	-0.7%	-0.1%	-0.3%	4.6%	4.3%	0.8%	11.4%	4.9%	5.2%	16.8%	-1.1%	Jul '26
Interm Bond- Janus MSB	44.32		0.2%	-0.3%	-0.5%	-0.9%	-0.9%	4.0%	8.8%	0.0%	16.1%	2.9%	3.5%	20.4%	-2.2%	Feb '26
Interm Bond- Vanguard	75.46		0.08%	-0.4%	-0.4%	-0.7%	-1.1%	1.9%	8.5%	-0.7%	14.8%	-0.4%	1.5%	19.1%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	-0.1%	0.1%	1.1%	2.7%	6.2%	8.2%	3.0%	29.4%	34.7%	32.1%	38.9%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.91		-0.08%	-0.2%	-0.2%	0.7%	-0.3%	3.5%	8.2%	1.0%	19.1%	14.6%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	71.78		0.07%	-1.1%	-1.9%	-2.7%	-3.4%	0.0%	7.2%	-2.3%	12.4%	-14.6%	-13.6%	22.0%	-5.2%	Oct '25
Long CA Muni- PIMCO	9.33	p	EOD	0.2%	-0.7%	0.0%	0.2%	6.1%	4.4%	1.4%	14.1%	5.5%	5.4%	21.1%	-1.1%	Jul '26
Long Muni- iShares	56.83		0.07%	0.4%	-0.7%	0.0%	-0.6%	5.1%	3.4%	0.6%	9.8%	2.5%	2.6%	14.5%	-1.3%	Feb '26

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