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S&P 500

Return

94.2%

[

20.6%

annualized]

Dec 30 2022 - Jul 17 2026

DJIA (Large Value)

Return

57.3%

[

13.6%

annualized]

Dec 30 2022 - Jul 17 2026

Russell 2000 (Small Cap)

Return

68.2%

[

15.8%

annualized]

Dec 30 2022 - Jul 17 2026

Performance Range:

As of Jul 17 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	7457.69	-1.0%	-1.6%	-0.6%	4.7%	7.5%	18.4%	16.4%	8.9%	63.7%	72.3%	55.5%	108.5%	-2.0%	Jun '26
DJIA (Large Value)	52146.42	-0.8%	-0.9%	1.1%	5.5%	5.6%	17.6%	13.0%	8.5%	49.2%	50.3%	42.5%	78.5%	-1.7%	Jul '26
Russell 2000 (Small Cap)	2962.22	-0.4%	-0.5%	-0.6%	6.7%	10.6%	32.2%	11.3%	19.4%	49.9%	36.9%	30.3%	75.5%	-2.1%	Jun '26
NASDAQ Comp (Tech/Growth)	25520.24	-1.4%	-2.9%	-3.8%	4.3%	8.5%	22.1%	20.4%	9.8%	77.8%	76.9%	61.2%	145.0%	-5.8%	Jun '26
Aggregate Bond	98.20	0.07%	0.1%	-0.7%	-1.3%	-0.6%	3.4%	7.2%	-0.4%	11.3%	-1.3%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	107.56	0.06%	0.1%	-1.4%	-1.9%	-1.2%	3.1%	7.9%	-0.9%	13.0%	-3.9%	-2.1%	24.1%	-2.6%	Feb '26
High Yield Bond	79.65	-0.2%	-0.1%	-0.4%	-0.7%	0.2%	4.2%	8.6%	0.8%	24.8%	18.7%	17.3%	37.4%	-0.8%	May '26
Preferred	30.35	-0.07%	-0.6%	-2.8%	-3.1%	-3.0%	1.8%	4.9%	-0.4%	17.3%	3.2%	0.8%	23.7%	-4.3%	May '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	50.53	-0.7%	-0.7%	-2.5%	-2.6%	4.3%	13.6%	9.9%	11.9%	27.0%	37.1%	23.1%	58.0%	-5.3%	Feb '26
Consumer Discretionary/Cyclical	115.44	-1.6%	-1.5%	-1.5%	-4.1%	-5.4%	4.5%	7.4%	-3.1%	33.9%	34.9%	13.8%	71.2%	-7.1%	Jan '26
Financial Services	56.26	-0.9%	1.0%	5.0%	7.3%	3.9%	8.4%	14.9%	3.2%	68.1%	69.2%	53.2%	97.1%	-0.9%	Jul '26
Real Estate	100.02	-0.05%	2.8%	4.7%	3.5%	9.1%	14.5%	3.3%	14.2%	31.2%	14.0%	2.7%	50.8%	NewNew Peak	Jul '26
Communication Services	110.65	-1.8%	-0.9%	1.1%	-7.1%	-3.6%	5.2%	23.1%	-5.7%	69.4%	43.7%	48.0%	141.3%	-7.6%	Jan '26
Energy	57.68	1.2%	4.7%	7.3%	4.8%	21.7%	37.4%	7.9%	29.9%	53.5%	182.0%	133.9%	62.0%	-7.8%	Mar '26
Industrials	179.41	-0.4%	-1.4%	-0.8%	3.4%	7.8%	19.7%	19.3%	16.0%	70.4%	89.3%	82.6%	123.3%	-3.3%	Jul '26
Technology	175.59	-1.1%	-5.5%	-8.3%	13.8%	20.7%	35.1%	24.6%	22.1%	98.5%	142.3%	106.7%	209.1%	-11.4%	Jun '26
Consumer Staples/Defensive	85.19	-0.7%	1.3%	2.3%	3.3%	4.3%	7.5%	1.5%	10.3%	24.0%	35.9%	23.5%	38.3%	-4.8%	Feb '26
Healthcare	161.09	-0.4%	0.2%	7.8%	8.3%	3.9%	23.8%	14.5%	4.5%	27.7%	35.2%	23.8%	40.0%	-2.0%	Jul '26
Utilities	45.17	-0.7%	-0.5%	0.9%	-2.1%	4.8%	10.2%	16.0%	6.5%	49.8%	57.4%	44.9%	63.4%	-4.7%	Feb '26

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	155.00	-0.9%	-1.7%	-1.7%	2.7%	6.9%	20.5%	22.4%	9.5%	64.3%	66.5%	56.4%	112.5%	-3.1%	Jun '26
MSCI Emerging Markets	63.29	-1.4%	-5.4%	-10.6%	-0.5%	9.4%	30.8%	34.0%	15.7%	66.0%	32.2%	41.9%	99.9%	-11.1%	Jun '26
FTSE Europe	88.59	-0.2%	0.0%	0.4%	-0.5%	3.3%	16.7%	35.8%	6.5%	51.5%	54.3%	47.4%	116.0%	-1.6%	Feb '26
MSCI Japan	90.49	-1.5%	-4.3%	-6.0%	0.3%	5.9%	30.8%	25.9%	12.1%	55.2%	50.9%	49.4%	103.4%	-6.7%	Jun '26
MSCI India	48.91	0.5%	-0.8%	-1.4%	-4.6%	-7.5%	-10.3%	2.7%	-9.5%	10.6%	18.9%	6.0%	21.8%	-16.8%	Sep '24
MSCI China	52.95	-2.2%	-0.3%	0.3%	-10.7%	-15.3%	-6.7%	31.0%	-11.9%	25.0%	-24.2%	-6.4%	43.2%	-20.0%	Oct '25
International Bond	47.93	-0.06%	-0.3%	-0.9%	-0.6%	-0.4%	1.4%	2.9%	0.1%	11.6%	0.0%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	34.07	-0.12%	-1.3%	0.5%	-10.0%	4.8%	39.4%	52.7%	11.9%	43.8%	59.2%	93.8%	73.9%	-10.6%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	683.17	-1.0%	-1.5%	-0.7%	4.7%	7.7%	19.5%	17.8%	9.3%	69.8%	84.3%	65.3%	119.0%	-2.2%	Jun '26
US Large Growth	119.38	-1.5%	-3.7%	-3.1%	0.2%	1.6%	10.9%	19.8%	1.0%	76.7%	94.6%	71.9%	148.1%	-7.3%	Jun '26
US Large Value	248.03	-0.6%	0.5%	2.4%	9.2%	13.7%	28.3%	15.7%	18.4%	63.2%	72.9%	60.1%	94.2%	-0.6%	Jul '26

US MidCap Blend	80.24	-0.5%	-0.9%	0.2%	4.5%	7.3%	16.5%	17.0%	11.0%	66.0%	82.1%	63.6%	111.6%	-0.9%	Jul '26
US MidCap Growth	293.31	-0.8%	-3.0%	-4.2%	3.4%	3.0%	2.0%	10.7%	5.3%	39.8%	30.4%	20.3%	77.6%	-4.3%	Jun '26
US MidCap Value	202.80	-0.3%	0.7%	3.5%	5.3%	10.1%	23.2%	12.1%	15.0%	51.6%	63.2%	48.5%	79.6%	-0.3%	Jul '26

US Small Blend	296.22	-0.6%	-0.6%	-0.1%	4.1%	7.9%	23.0%	8.9%	15.3%	49.2%	47.8%	38.9%	80.2%	-2.3%	Jun '26
US Small Growth	376.72	-0.12%	-2.1%	-3.2%	5.7%	7.8%	29.2%	12.9%	16.7%	51.7%	34.1%	30.8%	85.7%	-4.4%	Jun '26
US Small Value	222.34	-0.8%	1.1%	2.5%	7.7%	14.1%	37.9%	12.4%	23.0%	58.4%	55.9%	43.6%	80.9%	-0.8%	Jul '26

Foreign Large Blend	103.33	-0.5%	-1.0%	-1.0%	-0.9%	3.8%	19.1%	31.6%	7.6%	50.6%	52.2%	47.6%	105.2%	-2.2%	Feb '26
Foreign Growth	120.04	-0.7%	-2.1%	-4.0%	-1.9%	0.7%	10.9%	20.7%	5.4%	29.4%	21.0%	16.5%	76.5%	-4.3%	Jun '26
Foreign Value	78.47	-0.2%	0.1%	2.4%	-0.2%	6.8%	27.2%	42.2%	9.9%	73.7%	88.0%	84.1%	136.1%	-1.8%	Feb '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	22.97	0.3%	0.5%	0.3%	0.4%	0.1%	0.7%	3.6%	0.4%	18.2%	28.7%	25.8%	31.6%	-0.6%	May '26
Ultra Short- Janus AAA CLO	50.59	0.04%	0.1%	-0.1%	0.3%	1.2%	4.1%	5.2%	1.6%	19.6%	25.7%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.48	0.05%	0.2%	0.1%	-0.4%	-0.7%	2.9%	6.9%	-0.4%	21.1%	28.1%	26.4%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.27	0%	0.1%	0.5%	1.5%	2.8%	6.8%	8.9%	3.1%	33.9%	58.3%	51.7%	44.9%	NewNew Peak	Jul '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	58.39	-0.9%	-1.8%	-1.7%	3.4%	7.5%	18.7%	17.7%	9.7%	74.0%	117.1%	104.5%	125.9%	-1.8%	Jul '26
Int’l Min Volatility- Franklin	41.83	0.3%	1.2%	3.2%	2.3%	10.5%	31.7%	27.1%	14.1%	80.9%	111.2%	103.4%	118.4%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	27.83	-0.9%	-1.2%	-2.9%	2.5%	6.0%	22.2%	3.0%	14.7%	67.7%	123.6%	114.1%	120.0%	-6.2%	Jun '26
Small Value- Avantis	125.35	-0.6%	1.1%	2.7%	6.7%	15.8%	35.1%	7.4%	23.2%	60.6%	90.6%	66.8%	91.4%	-0.6%	Jul '26
Mid Value- Pacer Cash Cows	64.90	-0.5%	1.3%	5.0%	3.0%	5.6%	18.6%	9.0%	8.2%	38.7%	69.5%	49.5%	61.8%	-0.9%	Jun '26
Growth- S&P Momentum	143.89	-1.0%	-6.4%	-10.0%	12.2%	20.2%	27.3%	26.6%	20.9%	164.5%	156.3%	134.9%	188.7%	-11.0%	Jun '26
Invesco S&P Quality	84.78	-0.9%	-3.8%	-5.1%	5.3%	9.8%	20.0%	13.2%	13.4%	70.3%	84.7%	68.7%	122.3%	-5.9%	Jun '26
Rotation Factor- BlackRock	66.99	-0.7%	-1.7%	-1.1%	5.2%	9.9%	22.0%	20.0%	10.5%	85.1%	104.5%	86.7%	153.0%	-1.7%	Jul '26
US Min Volatility- Fidelity	70.05	-0.5%	-0.1%	2.7%	2.1%	3.8%	12.2%	11.8%	5.4%	44.4%	55.4%	43.4%	74.9%	-0.5%	May '26
Derivative Income- JPMorgan	56.55	-0.8%	-0.4%	0.8%	-1.4%	-0.5%	6.1%	8.1%	1.5%	27.6%	39.8%	31.5%	50.1%	-3.5%	Feb '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	17.33	-0.06%	-0.5%	-0.1%	4.0%	9.9%	10.5%	6.5%	9.6%	30.2%	44.2%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.64	0.1%	0.0%	-0.5%	1.3%	4.3%	13.6%	16.4%	4.5%	45.1%	74.8%	71.6%	53.4%	-1.9%	Jun '26
Long Short- AQR	20.69	-0.2%	-0.6%	-1.5%	1.7%	0.4%	13.8%	34.4%	-2.2%	90.5%	174.9%	152.4%	140.7%	-2.8%	Dec '25
Mkt Neutral- BlackRock	16.19	0%	-0.2%	-1.7%	5.6%	10.4%	23.6%	18.3%	11.0%	74.8%	82.5%	87.7%	88.4%	-1.9%	Jun '26
Multi Strategy- Variant	25.91	0.08%	0.2%	0.4%	1.4%	3.3%	6.6%	7.2%	3.0%	21.0%	43.3%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	74.70	0.2%	0.0%	0.3%	3.2%	4.7%	13.7%	9.1%	5.3%	44.6%	62.9%	51.3%	67.2%	-0.2%	Jun '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)	346.77	-2.2%	-2.9%	-5.8%	1.5%	5.2%	87.8%	66.0%	10.9%	182.5%	175.4%	141.1%	258.4%	-13.9%	May '26
Meta (Communications)	646.01	-2.8%	-3.5%	11.9%	-6.2%	4.2%	-8.1%	13.1%	-2.0%	108.6%	90.8%	92.3%	410.7%	-18.0%	Aug '25
Amazon (Cyclical)	247.23	-1.1%	0.8%	1.2%	-1.3%	3.4%	9.3%	5.2%	7.1%	86.1%	38.4%	45.1%	119.0%	-10.1%	May '26
Tesla (Cyclical)	380.84	-2.6%	-6.6%	-4.9%	-4.9%	-13.0%	15.5%	11.4%	-15.3%	29.8%	77.3%	-4.8%	75.3%	-22.3%	Dec '25
Procter & Gamble (Defensive)	149.98	-1.0%	2.0%	-0.3%	2.8%	5.3%	-1.2%	-12.3%	6.2%	8.6%	21.2%	3.3%	32.9%	-13.1%	Dec '24
PepsiCo (Defensive)	137.12	-1.7%	-0.2%	-3.5%	-13.0%	-5.5%	-1.5%	-1.8%	-3.6%	-18.3%	2.0%	-9.3%	-9.3%	-22.6%	May '23
Coca-Cola (Defensive)	81.56	-4.0%	-2.3%	2.7%	7.7%	16.6%	19.3%	15.6%	17.5%	46.1%	66.6%	56.0%	64.1%	-4.0%	Jul '26
Exxon Mobil (Energy)	147.36	1.0%	6.1%	6.9%	1.3%	15.0%	41.1%	16.0%	24.1%	61.4%	209.0%	170.9%	69.6%	-13.5%	Mar '26
Chevron (Energy)	187.38	1.9%	6.2%	7.9%	1.8%	13.8%	28.9%	10.1%	24.1%	37.0%	131.2%	86.4%	37.2%	-11.3%	Mar '26
JPMorgan Chase (Financial)	341.10	-0.6%	1.4%	4.9%	9.9%	9.7%	18.8%	37.3%	6.9%	136.1%	153.3%	136.6%	257.9%	-1.7%	Jul '26
Visa (Financial)	358.56	-1.8%	2.7%	9.6%	13.3%	9.7%	3.5%	11.8%	2.7%	52.4%	50.0%	67.6%	107.1%	-3.2%	Jun '25
Mastercard (Financial)	543.60	-1.4%	3.2%	11.0%	4.3%	0.9%	-1.2%	9.0%	-4.5%	38.8%	44.4%	50.5%	95.9%	-8.8%	Aug '25
Bank of America (Financial)	61.27	-0.4%	2.7%	9.0%	13.7%	16.3%	31.6%	28.0%	12.0%	114.0%	81.7%	47.7%	124.5%	-0.5%	Jul '26
UnitedHealth (Health)	426.09	0.6%	0.3%	6.3%	31.3%	29.7%	53.9%	-33.1%	30.1%	-10.0%	10.2%	-8.5%	-9.0%	-29.4%	Nov '24
Johnson & Johnson (Health)	253.04	1.2%	-1.5%	10.8%	8.1%	16.3%	57.5%	47.5%	22.9%	72.7%	72.3%	66.7%	72.4%	-5.3%	Jul '26
Eli Lilly (Health)	1179.11	0.9%	-0.8%	7.3%	27.4%	13.9%	53.9%	40.2%	10.1%	167.0%	431.7%	352.0%	274.3%	-4.6%	Jul '26
Union Pacific (Industrials)	301.75	0.8%	5.2%	17.5%	20.2%	32.2%	36.5%	3.9%	31.1%	51.0%	53.9%	34.3%	70.4%	NewNew Peak	Jul '26
Honeywell (Industrials)	225.02	-0.6%	-0.6%	-1.7%	-3.1%	3.6%	3.1%	-6.4%	16.6%	24.1%	15.0%	27.0%	49.7%	-50.5%	Jun '26
Nvidia (IT)	202.81	-2.2%	-3.9%	-3.7%	0.6%	8.9%	17.7%	38.9%	8.8%	327.4%	1019.3%	574.7%	1665.9%	-14.0%	May '26
Broadcom (IT)	370.83	-1.0%	-7.3%	-9.7%	-8.8%	5.7%	31.6%	50.6%	7.4%	324.9%	768.9%	504.8%	810.2%	-23.0%	Jun '26
Adobe (IT)	237.25	0.8%	6.1%	21.6%	-2.9%	-19.9%	-35.1%	-21.3%	-32.2%	-55.4%	-60.9%	-58.0%	-17.1%	-62.6%	Feb '24
Oracle (IT)	126.41	1.8%	-10.1%	-31.4%	-27.8%	-33.6%	-48.1%	18.1%	-34.7%	8.1%	54.0%	52.8%	107.0%	-61.2%	Sep '25
salesforce.com (IT)	170.77	-1.1%	4.6%	12.5%	-6.2%	-24.6%	-34.5%	-20.2%	-35.4%	-23.9%	-27.3%	-32.2%	21.8%	-53.1%	Dec '24
Linde PLC (Materials)	513.22	-1.4%	-3.1%	0.2%	4.3%	17.3%	11.5%	3.2%	20.8%	38.3%	88.7%	60.6%	97.9%	-6.1%	Jul '26
Sherwin-Williams (Materials)	331.32	-2.0%	-0.8%	3.3%	-4.1%	-7.2%	-1.9%	-3.8%	2.5%	26.8%	22.4%	1.6%	69.7%	-16.2%	Nov '24
American Tower (Real Estate)	170.06	0.7%	0.9%	-3.4%	-6.7%	-6.4%	-22.2%	-0.9%	-2.2%	0.7%	-30.3%	-31.9%	4.2%	-25.6%	Sep '24
Prologis Inc. (Real Estate)	149.79	-0.2%	6.3%	6.6%	3.2%	13.4%	43.8%	25.1%	18.3%	32.0%	34.9%	3.3%	66.4%	-0.2%	Jul '26
NextEra Energy (Utilities)	88.80	-0.6%	1.0%	2.4%	-3.5%	6.9%	19.4%	15.5%	11.4%	33.7%	29.0%	8.7%	34.8%	-9.3%	Apr '26
Duke Energy (Utilities)	125.01	-0.9%	-0.4%	0.9%	-1.5%	6.7%	9.3%	12.7%	8.5%	54.3%	44.8%	43.8%	68.3%	-5.5%	Mar '26

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	-0.2%	-0.3%	-0.8%	0.3%	1.7%	7.1%	9.4%	2.4%	21.6%	11.0%	10.9%	32.9%	-0.9%	Jun '26
Moderate-60% Stock	68.41	-0.5%	-1.0%	-1.9%	1.0%	4.0%	13.7%	16.4%	5.7%	41.3%	37.6%	32.8%	68.6%	-2.1%	Jun '26
Mod Agg-80% Stock	54.68	-0.7%	-1.4%	-1.6%	2.4%	6.1%	18.1%	19.6%	8.6%	53.2%	50.9%	44.2%	89.5%	-2.0%	Jun '26
Aggressive-90% Stock	33.94	-0.8%	-1.6%	-1.9%	3.8%	9.0%	22.9%	20.9%	12.1%	58.9%	55.8%	47.4%	96.9%	-1.9%	Jul '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	63899.99	-0.01%	-0.4%	1.6%	-17.1%	-33.1%	-45.8%	-6.3%	-27.0%	114.0%	103.4%	37.5%	233.6%	-48.8%	Oct '25
Ethereum	1842.01	0.07%	2.6%	7.7%	-23.9%	-44.1%	-48.1%	-11.0%	-37.9%	-2.9%	-2.0%	-51.0%	42.3%	-61.9%	Aug '25
BNB	567.40	-0.05%	-1.3%	-1.8%	-11.8%	-39.5%	-22.3%	23.1%	-34.3%	136.2%	87.3%	10.8%	109.4%	-56.7%	Oct '25
Solana	75.20	0.3%	-3.7%	8.0%	-15.4%	-48.1%	-57.6%	-34.2%	-39.6%	194.4%	185.2%	-55.8%	141.3%	-71.3%	Jan '25
Bitcoin ETF	36.35	-0.11%	0.3%	2.0%	-17.3%	-33.0%	-45.5%	-6.4%	-26.8%	-	-	-	-	-49.0%	Oct '25
Grayscale Bitcoin (hi fee)	49.71	-0.1%	0.3%	1.9%	-17.5%	-33.3%	-46.2%	-7.6%	-27.3%	179.2%	110.0%	60.6%	390.9%	-49.5%	Oct '25
Bloomberg Commodities	23.81	1.2%	3.6%	3.8%	0.7%	17.5%	29.2%	14.9%	21.9%	42.1%	63.6%	54.8%	34.2%	-8.1%	May '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	5.06	-0.7%	-0.1%	3.3%	3.7%	4.6%	1.3%	1.1%	4.6%	29.8%	162.2%	151.2%	30.4%	-2.3%	May '26
10yr Treasury rate	4.54	-0.6%	-0.6%	2.0%	6.9%	7.3%	2.5%	-9.0%	9.1%	19.8%	249.3%	178.9%	16.4%	-9.0%	Oct '23
5yr Treasury rate	4.27	-0.2%	-0.8%	1.1%	11.3%	11.6%	7.8%	-15.0%	14.8%	6.8%	449.2%	213.0%	3.9%	-13.9%	Oct '23
13-week T-bill	3.71	0.3%	0.3%	1.3%	3.0%	4.2%	-12.4%	-15.7%	4.5%	-29.4%	9655.3%	6894.3%	4.9%	-30.7%	Oct '23
Crude Oil	81.77	3.6%	14.5%	6.7%	-2.5%	37.6%	21.4%	-19.9%	42.4%	7.9%	13.9%	7.5%	-6.3%	-27.6%	Apr '26
Gold	4023.00	0.9%	-2.0%	-4.8%	-17.2%	-12.3%	20.0%	64.5%	-7.0%	103.5%	121.7%	123.6%	140.9%	-24.4%	Jan '26
USD/EUR	0.87	-0.01%	-0.2%	0.1%	2.8%	1.4%	-	-11.4%	2.6%	-1.9%	-	-0.6%	-15.2%	-10.5%	Jan '25
USD/JPY	162.35	-0.01%	0.4%	0.7%	2.4%	2.4%	-	-0.4%	3.8%	16.8%	-	41.0%	10.6%	-0.2%	Jun '26
S&P 500 Volatility Index	18.77	12.2%	24.9%	14.5%	7.4%	18.3%	14.4%	-13.8%	25.6%	41.1%	1.7%	13.1%	-44.1%	-64.1%	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	50.47	0.01%	0.1%	-0.1%	0.0%	0.8%	3.5%	6.1%	0.8%	18.2%	18.1%	18.2%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.21	0.02%	-0.3%	-0.5%	-0.3%	0.0%	5.4%	4.3%	0.6%	10.3%	4.7%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	44.80	0.04%	0.2%	-0.6%	-1.6%	-0.6%	5.0%	8.8%	-0.2%	13.3%	2.8%	3.3%	20.1%	-2.4%	Feb '26
Interm Bond- Vanguard	76.14	0.07%	0.2%	-0.5%	-1.6%	-0.7%	3.0%	8.5%	-0.9%	12.6%	-0.7%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.96	0.11%	0.1%	0.6%	1.3%	2.3%	7.0%	8.2%	3.0%	30.0%	35.5%	32.0%	38.8%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.97	-0.1%	-0.3%	-0.6%	-0.6%	-0.4%	3.5%	8.2%	0.2%	17.6%	13.9%	14.0%	28.1%	-1.6%	Feb '26
Long Bond- Vanguard	73.54	0.12%	0.0%	-2.5%	-2.5%	-2.2%	3.5%	7.2%	-1.3%	9.2%	-14.4%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.39	0%	-0.4%	-0.3%	0.1%	0.2%	6.2%	3.3%	0.7%	9.2%	0.6%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.11	-0.02%	-0.4%	-0.7%	-0.4%	-0.3%	6.1%	3.4%	0.4%	8.4%	2.1%	2.3%	14.2%	-1.5%	Feb '26

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