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S&P 500

Return

59.8%

[

18.9%

annualized]

Dec 29 2023 - Sep 14 2026

DJIA (Large Value)

Return

39.1%

[

12.9%

annualized]

Dec 29 2023 - Sep 14 2026

Russell 2000 (Small Cap)

Return

42.7%

[

14.0%

annualized]

Dec 29 2023 - Sep 14 2026

Performance Range:

As of Sep 14 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	7619.98	-0.5%	-0.7%	-2.1%	0.9%	14.9%	15.2%	16.4%	11.3%	71.2%	70.1%	58.9%	113.0%	-2.3%	Aug '26
DJIA (Large Value)	52421.20	-0.3%	-0.7%	-2.4%	1.5%	12.6%	14.2%	13.0%	9.1%	51.4%	50.6%	43.3%	79.5%	-3.5%	Aug '26
Russell 2000 (Small Cap)	2892.24	-0.4%	-2.3%	-5.7%	-2.5%	16.6%	20.3%	11.3%	16.5%	56.6%	29.4%	27.3%	71.4%	-5.7%	Aug '26
NASDAQ Comp (Tech/Growth)	26186.41	-0.6%	-0.9%	-2.0%	-1.9%	18.5%	17.2%	20.4%	12.7%	91.0%	72.7%	65.4%	151.4%	-3.3%	Jun '26
Aggregate Bond	95.89	-0.09%	-1.0%	-1.3%	-2.0%	-1.4%	-0.9%	7.2%	-1.4%	12.6%	-2.8%	-0.9%	15.7%	-3.2%	Feb '26
Corp Bond	104.30	-0.02%	-1.1%	-1.3%	-3.1%	-1.3%	-2.8%	7.9%	-2.4%	14.3%	-6.2%	-3.6%	22.2%	-4.1%	Feb '26
High Yield Bond	78.53	-0.09%	-0.7%	-0.9%	-0.4%	2.2%	2.6%	8.6%	1.4%	25.7%	18.0%	18.0%	38.2%	-1.2%	Aug '26
Preferred	29.94	-0.7%	-1.5%	-2.4%	-3.0%	0.4%	-1.7%	4.9%	0.1%	17.8%	2.1%	1.3%	24.3%	-3.8%	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	50.49	-0.9%	-2.8%	-3.9%	-3.5%	3.5%	13.1%	9.9%	12.2%	30.9%	32.8%	23.5%	58.5%	-5.9%	Aug '26
Consumer Discretionary/Cyclical	112.85	-0.10%	-1.0%	-4.5%	-4.6%	2.2%	-5.5%	7.4%	-5.1%	34.6%	27.9%	11.5%	67.7%	-9.0%	Jan '26
Financial Services	57.03	-0.4%	-0.5%	-1.9%	6.9%	17.7%	7.9%	14.9%	5.0%	71.6%	64.2%	55.8%	100.5%	-2.6%	Sep '26
Real Estate	94.33	-0.5%	-1.7%	-4.6%	-2.7%	4.4%	5.7%	3.3%	8.7%	29.8%	6.5%	-2.2%	43.4%	-6.6%	Jul '26
Communication Services	115.07	2.2%	3.2%	1.9%	2.8%	1.1%	-2.1%	23.1%	-1.7%	76.3%	43.9%	54.3%	151.6%	-3.6%	Jan '26
Energy	64.53	-0.9%	-0.4%	4.2%	17.0%	13.4%	50.7%	7.9%	46.3%	54.3%	207.8%	163.5%	82.5%	-1.2%	Sep '26
Industrials	169.93	-1.4%	-2.6%	-8.9%	-4.7%	3.8%	13.0%	19.3%	10.1%	69.0%	79.4%	73.4%	112.0%	-8.9%	Aug '26
Technology	184.28	-1.8%	-1.9%	-3.0%	-3.8%	35.0%	35.5%	24.6%	28.3%	122.6%	142.4%	117.2%	224.8%	-6.9%	Jun '26
Consumer Staples/Defensive	84.42	1.2%	0.5%	-1.9%	-0.6%	0.9%	9.3%	1.5%	10.0%	27.1%	33.8%	23.3%	38.0%	-5.0%	Feb '26
Healthcare	167.75	1.4%	0.4%	0.2%	10.2%	12.9%	24.6%	14.5%	9.3%	33.4%	36.5%	29.5%	46.4%	-4.5%	Aug '26
Utilities	41.82	-1.3%	-3.8%	-5.6%	-5.9%	-9.8%	0.3%	16.0%	-0.7%	40.9%	42.9%	35.0%	52.3%	-11.2%	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	158.96	-0.8%	-1.3%	-2.1%	0.6%	14.7%	17.6%	22.4%	13.1%	74.3%	66.7%	61.4%	119.4%	-2.2%	Aug '26
MSCI Emerging Markets	65.99	-2.7%	-4.1%	-0.9%	-5.4%	16.8%	27.8%	34.0%	21.2%	81.2%	42.3%	48.7%	109.5%	-7.3%	Jun '26
FTSE Europe	89.23	-0.9%	-2.1%	-3.4%	0.6%	10.6%	15.0%	35.8%	8.7%	63.0%	52.3%	50.5%	120.5%	-4.2%	Aug '26
MSCI Japan	97.58	-1.0%	-0.4%	-0.6%	3.7%	17.7%	25.2%	25.9%	21.5%	69.1%	48.4%	62.0%	120.6%	-1.0%	Sep '26
MSCI India	48.43	-0.3%	-1.3%	-2.7%	-1.7%	0.8%	-9.4%	2.7%	-10.4%	8.1%	4.4%	4.9%	20.6%	-17.6%	Sep '24
MSCI China	53.32	0.7%	-1.2%	-2.4%	-2.9%	-7.1%	-15.7%	31.0%	-10.6%	30.2%	-13.5%	-5.2%	45.2%	-18.9%	Oct '25
International Bond	46.93	-0.13%	-1.0%	-1.4%	-2.1%	-0.8%	-0.7%	2.9%	-1.0%	11.4%	-1.0%	0.3%	16.2%	-3.0%	Feb '26
iShares Latin America	35.55	-1.2%	-2.7%	5.8%	3.3%	8.6%	29.9%	52.7%	18.2%	56.9%	80.2%	104.8%	83.7%	-5.5%	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	699.30	-0.5%	-0.7%	-2.0%	1.1%	15.5%	16.5%	17.8%	12.2%	77.9%	82.2%	69.7%	124.8%	-2.2%	Aug '26
US Large Growth	121.26	-0.8%	-1.4%	-3.2%	-2.5%	10.9%	5.4%	19.8%	2.7%	85.4%	88.1%	74.8%	152.2%	-5.7%	Jun '26
US Large Value	255.37	-0.08%	-0.1%	-1.2%	4.8%	19.7%	28.1%	15.7%	22.3%	70.6%	74.6%	65.3%	100.6%	-1.5%	Sep '26

US MidCap Blend	80.61	-0.5%	-1.5%	-4.6%	0.1%	12.3%	14.9%	17.0%	11.9%	76.2%	74.5%	64.9%	113.3%	-4.6%	Aug '26
US MidCap Growth	293.05	-0.7%	-2.0%	-6.7%	-3.9%	11.7%	1.0%	10.7%	5.3%	49.1%	23.0%	20.4%	77.7%	-6.7%	Aug '26
US MidCap Value	204.60	-0.4%	-1.1%	-3.0%	3.2%	12.8%	21.0%	12.1%	16.5%	60.1%	59.3%	50.5%	82.0%	-3.0%	Aug '26

US Small Blend	292.37	-0.4%	-1.8%	-5.5%	-1.7%	12.9%	15.8%	8.9%	14.1%	56.0%	40.6%	37.5%	78.4%	-5.5%	Aug '26
US Small Growth	365.60	-0.6%	-3.1%	-7.6%	-5.3%	16.2%	16.9%	12.9%	13.4%	60.4%	25.4%	27.1%	80.4%	-7.6%	Aug '26
US Small Value	219.45	-0.11%	-1.5%	-3.5%	1.0%	18.3%	26.6%	12.4%	21.9%	64.5%	49.8%	42.3%	79.2%	-3.5%	Aug '26

Foreign Large Blend	105.85	-0.8%	-1.8%	-2.6%	1.7%	11.7%	17.0%	31.6%	12.0%	63.0%	51.8%	53.6%	113.5%	-2.7%	Aug '26
Foreign Growth	120.12	-1.4%	-3.1%	-5.2%	-3.0%	7.6%	7.7%	20.7%	6.3%	41.0%	15.5%	17.5%	78.0%	-5.5%	Aug '26
Foreign Value	82.00	-0.4%	-0.5%	0.0%	6.5%	15.8%	26.3%	42.2%	17.9%	86.3%	95.9%	97.5%	153.3%	-1.3%	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	22.95	-0.04%	-0.6%	0.1%	2.1%	3.9%	2.2%	3.6%	2.8%	19.4%	29.7%	28.8%	34.7%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.63	0.02%	0.1%	0.5%	1.2%	2.9%	4.9%	5.2%	3.3%	19.5%	27.6%	27.4%	29.7%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.61	0.10%	0.0%	0.7%	2.3%	4.0%	4.6%	6.9%	2.3%	21.4%	30.4%	29.8%	36.4%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.38	0.10%	0.2%	0.5%	1.7%	3.4%	6.8%	8.9%	4.2%	32.3%	57.3%	53.4%	46.4%	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	59.26	-0.6%	-1.4%	-2.5%	-0.1%	14.7%	15.6%	17.7%	11.6%	81.6%	115.0%	108.1%	129.8%	-2.7%	Aug '26
Int’l Min Volatility- Franklin	42.42	0.3%	-0.1%	-0.2%	4.8%	9.3%	28.8%	27.1%	18.5%	80.9%	117.3%	111.2%	126.8%	-1.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.21	-0.9%	-2.1%	-8.3%	-9.7%	10.9%	8.4%	3.0%	8.0%	63.0%	108.4%	101.6%	107.2%	-11.7%	Jun '26
Small Value- Avantis	124.02	-0.4%	-1.0%	-3.3%	1.0%	17.5%	25.6%	7.4%	22.8%	64.7%	80.8%	66.2%	90.7%	-3.4%	Aug '26
Mid Value- Pacer Cash Cows	70.56	0.9%	0.8%	0.4%	11.1%	14.2%	26.5%	9.0%	18.5%	48.8%	75.8%	63.8%	77.2%	-2.3%	Sep '26
Growth- S&P Momentum	144.19	-2.8%	-4.2%	-5.9%	-8.5%	24.7%	20.0%	26.6%	21.4%	149.7%	142.0%	135.8%	189.7%	-10.8%	Jun '26
Invesco S&P Quality	83.82	-0.9%	-1.5%	-4.3%	-5.3%	11.0%	16.9%	13.2%	12.4%	68.7%	79.1%	67.2%	120.3%	-7.0%	Jun '26
Rotation Factor- BlackRock	69.15	-0.9%	-0.9%	-1.5%	1.8%	17.3%	18.7%	20.0%	14.2%	95.7%	102.2%	93.1%	161.6%	-1.7%	Aug '26
US Min Volatility- Fidelity	72.38	0.5%	1.1%	-0.7%	4.3%	10.7%	11.8%	11.8%	9.3%	50.7%	57.0%	48.7%	81.4%	-1.7%	Aug '26
Derivative Income- JPMorgan	56.51	-0.2%	-0.6%	-2.0%	2.2%	3.2%	7.7%	8.1%	4.2%	30.0%	41.3%	34.9%	54.0%	-2.2%	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	18.10	-0.3%	0.9%	2.4%	4.4%	10.5%	13.5%	6.5%	14.5%	34.5%	47.7%	48.2%	47.7%	-0.3%	Sep '26
Multistrategy- AQR	15.50	0.3%	0.8%	3.1%	4.9%	8.2%	14.2%	16.4%	10.6%	46.1%	83.3%	81.7%	62.4%	NewNew Peak	Sep '26
Long Short- AQR	22.37	-0.04%	0.3%	0.4%	5.8%	9.7%	15.3%	34.4%	5.7%	92.9%	197.5%	172.9%	160.3%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.67	-0.3%	1.0%	0.8%	2.2%	13.7%	20.2%	18.3%	15.7%	80.1%	93.8%	95.5%	96.2%	-0.3%	Sep '26
Multi Strategy- Variant	25.75	0%	0.1%	0.5%	1.4%	2.9%	6.5%	7.2%	3.9%	20.3%	42.5%	39.0%	30.3%	NewNew Peak	Sep '26
Long Short- First Trust	76.27	-0.4%	-0.2%	-0.2%	2.3%	10.1%	11.9%	9.1%	7.8%	48.4%	61.8%	54.9%	71.2%	-1.0%	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)	349.39	3.2%	3.3%	1.1%	-5.3%	15.7%	39.2%	66.0%	11.8%	156.7%	144.2%	143.3%	261.5%	-13.1%	May '26
Meta (Communications)	665.60	2.7%	8.5%	12.8%	12.2%	8.6%	-12.7%	13.1%	1.0%	123.6%	79.6%	98.3%	426.6%	-15.5%	Aug '25
Amazon (Cyclical)	253.54	-1.3%	-1.3%	-3.5%	3.1%	22.1%	9.6%	5.2%	9.8%	80.6%	45.9%	48.8%	124.6%	-10.7%	Aug '26
Tesla (Cyclical)	358.97	-1.8%	-2.5%	4.9%	-12.7%	-8.2%	-12.5%	11.4%	-20.2%	30.8%	42.5%	-10.2%	65.2%	-26.7%	Dec '25
Procter & Gamble (Defensive)	146.13	0.6%	0.4%	1.1%	-2.2%	-1.5%	-4.1%	-12.3%	4.2%	3.0%	14.5%	1.4%	30.4%	-14.7%	Dec '24
PepsiCo (Defensive)	136.34	0.01%	-1.5%	-2.1%	-5.8%	-12.9%	0.9%	-1.8%	-2.1%	-15.5%	2.8%	-7.9%	-7.9%	-21.4%	May '23
Coca-Cola (Defensive)	89.35	1.2%	1.1%	1.9%	10.4%	16.3%	37.7%	15.6%	29.5%	67.1%	84.0%	72.1%	81.0%	-2.9%	Aug '26
Exxon Mobil (Energy)	165.08	-0.5%	2.8%	3.8%	17.9%	7.1%	51.2%	16.0%	39.9%	56.1%	248.6%	205.5%	91.2%	-2.4%	Mar '26
Chevron (Energy)	212.17	-0.9%	1.1%	7.0%	18.6%	9.7%	40.2%	10.1%	43.1%	44.5%	163.9%	114.9%	58.1%	-0.9%	Sep '26
JPMorgan Chase (Financial)	350.13	-1.7%	-1.0%	-3.5%	10.1%	24.7%	15.5%	37.3%	10.2%	151.3%	150.9%	143.9%	269.0%	-4.1%	Aug '26
Visa (Financial)	375.28	1.3%	1.8%	3.1%	16.1%	22.7%	11.6%	11.8%	7.6%	59.3%	74.2%	75.7%	117.1%	-2.3%	Aug '26
Mastercard (Financial)	574.42	0.9%	0.6%	0.9%	17.3%	15.7%	-0.9%	9.0%	1.1%	41.1%	71.6%	59.3%	107.3%	-4.2%	Aug '26
Bank of America (Financial)	59.47	-5.1%	-4.7%	-7.3%	7.0%	28.6%	20.1%	28.0%	9.9%	121.6%	67.4%	44.9%	120.2%	-7.8%	Aug '26
UnitedHealth (Health)	383.55	1.8%	-3.7%	-3.9%	-6.1%	37.6%	13.2%	-33.1%	18.5%	-16.1%	0.6%	-16.7%	-17.1%	-35.7%	Nov '24
Johnson & Johnson (Health)	266.32	0.3%	-1.0%	2.8%	13.6%	11.4%	53.5%	47.5%	30.8%	79.6%	85.1%	77.4%	83.4%	-4.3%	Sep '26
Eli Lilly (Health)	1138.28	2.0%	1.3%	-3.5%	0.9%	15.9%	53.1%	40.2%	6.4%	101.9%	409.6%	336.9%	261.9%	-11.1%	Aug '26
Union Pacific (Industrials)	285.08	0.2%	-1.2%	-2.5%	7.1%	18.7%	34.6%	3.9%	25.1%	42.8%	56.2%	28.2%	62.6%	-7.8%	Aug '26
Honeywell (Industrials)	201.38	-0.5%	-3.3%	-13.9%	-15.3%	-17.4%	-1.9%	-6.4%	-0.2%	12.3%	1.8%	8.7%	28.1%	-21.9%	Mar '26
Nvidia (IT)	210.96	-3.4%	-6.4%	-6.2%	-0.6%	17.3%	19.0%	38.9%	13.4%	382.0%	848.4%	603.4%	1741.0%	-10.3%	May '26
Broadcom (IT)	344.72	-4.8%	-6.5%	-12.3%	-12.4%	7.4%	-4.6%	50.6%	0.0%	319.6%	642.8%	463.1%	747.5%	-28.3%	Jun '26
Adobe (IT)	265.60	5.3%	3.2%	0.6%	28.7%	6.5%	-23.5%	-21.3%	-24.1%	-49.8%	-59.8%	-52.9%	-7.2%	-58.2%	Feb '24
Oracle (IT)	144.79	-3.7%	-10.9%	-3.8%	-24.6%	-6.0%	-51.5%	18.1%	-25.0%	31.7%	76.5%	75.6%	137.9%	-55.4%	Sep '25
salesforce.com (IT)	259.43	4.7%	4.1%	32.2%	57.7%	35.2%	7.9%	-20.2%	-1.6%	23.0%	3.0%	3.3%	85.5%	-28.6%	Dec '24
Linde PLC (Materials)	464.41	-0.4%	-0.8%	-3.5%	-10.7%	-5.4%	-1.3%	3.2%	10.0%	24.4%	58.0%	46.3%	80.2%	-14.8%	Jul '26
Sherwin-Williams (Materials)	324.50	0.4%	-0.5%	-9.4%	1.6%	2.0%	-8.3%	-3.8%	0.9%	27.4%	13.4%	0.0%	67.1%	-17.5%	Nov '24
American Tower (Real Estate)	176.94	-0.5%	0.7%	0.8%	-4.7%	-2.2%	-4.5%	-0.9%	2.8%	9.1%	-30.4%	-28.5%	9.4%	-21.8%	Sep '24
Prologis Inc. (Real Estate)	135.19	-0.4%	-2.4%	-4.1%	-8.3%	4.2%	22.1%	25.1%	7.5%	19.9%	17.1%	-6.1%	51.3%	-9.9%	Jul '26
NextEra Energy (Utilities)	81.63	-0.8%	-2.6%	-4.6%	-4.5%	-10.7%	17.4%	15.5%	3.9%	30.0%	10.4%	1.4%	25.7%	-15.4%	Apr '26
Duke Energy (Utilities)	119.02	-0.3%	-1.8%	-4.0%	-4.2%	-9.0%	0.7%	12.7%	4.2%	40.0%	41.4%	38.1%	61.6%	-9.3%	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	15.79	-0.3%	-1.1%	-1.5%	-1.5%	2.0%	2.9%	9.4%	1.7%	23.1%	9.1%	10.1%	31.9%	-1.7%	Aug '26
Moderate-60% Stock	68.97	-0.6%	-1.3%	-1.9%	-0.4%	8.1%	10.4%	16.4%	7.4%	47.3%	36.6%	34.9%	71.3%	-2.0%	Aug '26
Mod Agg-80% Stock	55.60	-0.7%	-1.3%	-2.0%	-0.1%	11.2%	14.2%	19.6%	10.4%	60.0%	49.4%	46.7%	92.7%	-2.2%	Aug '26
Aggressive-90% Stock	34.47	-0.9%	-1.7%	-2.3%	-0.2%	14.5%	18.4%	20.9%	13.9%	66.0%	52.9%	49.7%	100.0%	-2.3%	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	77723.44	-0.7%	-0.9%	23.4%	17.2%	9.5%	-32.7%	-6.3%	-11.2%	192.1%	61.3%	67.3%	305.7%	-37.7%	Oct '25
Ethereum	2501.63	-0.6%	0.7%	33.0%	39.4%	19.5%	-44.7%	-11.0%	-15.7%	52.4%	-30.8%	-33.5%	93.2%	-48.2%	Aug '25
BNB	721.75	0.11%	-4.1%	18.8%	16.9%	10.0%	-21.5%	23.1%	-16.4%	237.0%	67.3%	40.9%	166.4%	-44.9%	Oct '25
Solana	101.60	-0.9%	-1.7%	34.9%	37.3%	15.3%	-56.6%	-34.2%	-18.4%	430.0%	-36.1%	-40.3%	226.0%	-61.2%	Jan '25
Bitcoin ETF	44.74	2.2%	0.8%	25.6%	18.5%	10.8%	-31.7%	-6.4%	-9.9%	-	-	-	-	-37.2%	Oct '25
Grayscale Bitcoin (hi fee)	61.07	2.2%	0.7%	25.5%	18.2%	10.1%	-32.5%	-7.6%	-10.7%	251.0%	74.2%	97.3%	503.1%	-38.0%	Oct '25
Bloomberg Commodities	26.44	-0.2%	1.0%	7.7%	13.7%	9.8%	43.1%	14.9%	35.4%	52.6%	71.2%	71.9%	49.1%	-1.4%	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	5.33	-0.5%	1.2%	1.2%	7.2%	8.6%	14.5%	1.1%	10.1%	20.8%	185.1%	164.3%	37.2%	-0.6%	Sep '26
10yr Treasury rate	4.96	-0.3%	3.2%	5.6%	11.0%	15.8%	23.0%	-9.0%	19.2%	14.8%	280.4%	204.7%	27.1%	-0.5%	Oct '23
5yr Treasury rate	4.79	-0.02%	4.7%	9.8%	14.4%	23.6%	33.0%	-15.0%	28.7%	7.6%	498.7%	250.9%	16.5%	-3.4%	Oct '23
13-week T-bill	3.93	0.6%	4.2%	6.4%	8.8%	9.2%	0.9%	-15.7%	10.9%	-25.7%	11142.9%	7324.5%	11.4%	-26.4%	Oct '23
Crude Oil	102.92	1.5%	10.6%	24.9%	27.5%	4.3%	62.6%	-19.9%	79.2%	13.4%	41.7%	35.3%	17.9%	-8.9%	Apr '26
Gold	4349.80	-0.05%	-1.0%	-0.7%	0.5%	-13.9%	18.1%	64.5%	0.6%	126.1%	142.7%	141.7%	160.4%	-18.2%	Jan '26
USD/EUR	0.87	0.09%	0.8%	0.3%	0.5%	-0.2%	1.9%	-11.4%	1.8%	-	2.4%	-1.4%	-15.9%	-11.2%	Jan '25
USD/JPY	154.68	0.2%	0.8%	-2.9%	-3.5%	-2.8%	4.9%	-0.4%	-1.1%	-	41.4%	34.3%	5.4%	-5.6%	Jul '26
S&P 500 Volatility Index	17.10	8.0%	8.8%	20.0%	5.6%	-37.1%	9.0%	-13.8%	14.4%	24.0%	-5.9%	3.0%	-49.1%	-67.3%	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	50.08	-0.04%	-0.4%	-0.4%	0.2%	1.1%	2.7%	6.1%	1.5%	18.1%	18.7%	19.0%	24.3%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.66	-0.06%	-0.8%	-2.2%	-2.5%	-1.9%	-0.1%	4.3%	-1.3%	9.9%	2.8%	2.9%	14.3%	-3.2%	Jul '26
Interm Bond- Janus MSB	43.39	-0.12%	-1.6%	-1.9%	-2.7%	-2.0%	-0.5%	8.8%	-1.7%	14.5%	0.8%	1.8%	18.4%	-3.8%	Feb '26
Interm Bond- Vanguard	73.99	-0.09%	-1.2%	-1.8%	-2.3%	-2.0%	-1.7%	8.5%	-2.2%	13.6%	-2.5%	-0.1%	17.3%	-4.0%	Feb '26
Multisector Bond- Intrepid	8.83	-0.11%	-0.3%	-0.6%	0.3%	3.1%	4.1%	8.2%	2.7%	27.5%	33.5%	31.6%	38.4%	-0.6%	Aug '26
Int’l Bond- JPMorgan	47.02	-0.2%	-1.2%	-1.6%	-1.8%	0.5%	0.4%	8.2%	-0.5%	17.4%	12.3%	13.1%	27.1%	-2.4%	Feb '26
Long Bond- Vanguard	70.68	0.04%	-1.3%	-1.1%	-4.6%	-1.4%	-4.9%	7.2%	-3.3%	11.8%	-17.6%	-14.5%	20.7%	-6.2%	Oct '25
Long CA Muni- PIMCO	9.06	-0.11%	-1.3%	-2.8%	-3.3%	-2.2%	0.1%	4.4%	-1.6%	11.9%	2.6%	2.3%	17.6%	-4.0%	Jul '26
Long Muni- iShares	55.30	-0.07%	-0.8%	-2.4%	-2.9%	-2.3%	-0.1%	3.4%	-1.8%	8.0%	0.1%	0.1%	11.7%	-3.7%	Feb '26

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