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S&P 500

Return

96.5%

[

21.0%

annualized]

Dec 30 2022 - Jul 14 2026

DJIA (Large Value)

Return

58.4%

[

13.9%

annualized]

Dec 30 2022 - Jul 14 2026

Russell 2000 (Small Cap)

Return

68.3%

[

15.8%

annualized]

Dec 30 2022 - Jul 14 2026

Performance Range:

As of Jul 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	7543.59	0.4%	0.8%	-0.1%	7.4%	8.6%	20.8%	16.4%	10.2%	67.4%	73.0%	57.3%	110.9%	-0.9%	Jun '26
DJIA (Large Value)	52508.27	0.02%	0.3%	1.6%	8.3%	6.2%	19.3%	13.0%	9.2%	52.2%	50.1%	43.5%	79.8%	-1.0%	Jul '26
Russell 2000 (Small Cap)	2964.76	0.4%	0.3%	0.0%	9.3%	10.9%	34.5%	11.3%	19.5%	53.5%	35.4%	30.5%	75.7%	-2.0%	Jun '26
NASDAQ Comp (Tech/Growth)	26107.01	0.9%	0.9%	-2.2%	8.7%	11.0%	26.3%	20.4%	12.3%	85.0%	79.5%	64.9%	150.6%	-3.6%	Jun '26
Aggregate Bond	98.00	0.3%	0.0%	-0.9%	-1.3%	-0.9%	3.6%	7.2%	-0.6%	11.3%	-1.6%	-0.1%	16.7%	-2.4%	Feb '26
Corp Bond	107.21	0.2%	-0.4%	-1.6%	-2.1%	-1.8%	3.4%	7.9%	-1.2%	13.2%	-4.3%	-2.5%	23.7%	-2.9%	Feb '26
High Yield Bond	79.68	0.2%	0.0%	-0.4%	-0.5%	0.3%	4.8%	8.6%	0.8%	25.4%	18.6%	17.4%	37.4%	-0.8%	May '26
Preferred	30.51	0.5%	0.2%	-2.5%	-2.3%	-2.6%	3.1%	4.9%	0.1%	17.7%	3.5%	1.3%	24.4%	-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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Basic Materials	50.64	0.12%	1.0%	-3.5%	-1.4%	3.9%	15.3%	9.9%	12.2%	28.4%	35.3%	23.4%	58.4%	-5.1%	Feb '26
Consumer Discretionary/Cyclical	115.90	-0.12%	0.5%	-2.3%	-1.9%	-5.4%	6.4%	7.4%	-2.7%	35.5%	33.7%	14.3%	71.9%	-6.7%	Jan '26
Financial Services	56.18	0.2%	2.2%	4.9%	7.7%	3.9%	10.1%	14.9%	3.1%	71.4%	66.7%	53.0%	96.8%	NewNew Peak	Jul '26
Real Estate	97.57	-0.3%	0.8%	-0.3%	3.5%	7.8%	12.9%	3.3%	11.4%	26.4%	11.2%	0.2%	47.1%	-1.1%	Jun '26
Communication Services	111.45	-0.13%	1.8%	-0.7%	-5.0%	-3.8%	6.2%	23.1%	-5.0%	71.2%	43.8%	49.0%	143.0%	-6.9%	Jan '26
Energy	56.95	0.4%	2.4%	2.5%	2.1%	20.4%	34.2%	7.9%	28.2%	52.8%	170.5%	130.9%	59.9%	-9.0%	Mar '26
Industrials	180.45	0.04%	0.0%	1.0%	5.4%	9.2%	21.6%	19.3%	16.7%	73.0%	88.8%	83.6%	124.5%	-2.8%	Jul '26
Technology	183.62	1.3%	1.2%	-4.3%	22.2%	26.4%	43.0%	24.6%	27.7%	112.6%	150.9%	116.2%	223.3%	-7.4%	Jun '26
Consumer Staples/Defensive	83.42	-1.4%	-1.1%	-2.4%	2.9%	1.8%	6.3%	1.5%	8.0%	21.0%	33.2%	21.0%	35.4%	-6.8%	Feb '26
Healthcare	158.29	-1.9%	-2.5%	3.5%	7.1%	1.3%	20.9%	14.5%	2.7%	25.8%	33.2%	21.6%	37.6%	-3.7%	Jul '26
Utilities	45.69	-0.07%	0.7%	2.1%	-0.7%	5.5%	13.8%	16.0%	7.8%	48.6%	60.8%	46.6%	65.3%	-3.6%	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	156.94	0.6%	0.7%	-0.7%	5.5%	8.2%	22.9%	22.4%	10.9%	67.8%	67.3%	58.4%	115.2%	-1.9%	Jun '26
MSCI Emerging Markets	65.67	1.8%	-0.8%	-5.8%	5.6%	13.0%	36.8%	34.0%	20.0%	71.2%	36.1%	47.2%	107.4%	-7.8%	Jun '26
FTSE Europe	88.30	0.5%	0.1%	-1.7%	0.3%	3.3%	16.8%	35.8%	6.1%	51.7%	52.8%	46.9%	115.3%	-2.0%	Feb '26
MSCI Japan	93.89	1.3%	1.5%	-0.2%	5.4%	9.9%	35.9%	25.9%	16.3%	63.3%	55.0%	55.0%	111.1%	-3.2%	Jun '26
MSCI India	48.73	-0.12%	0.2%	-1.1%	-2.5%	-8.4%	-11.2%	2.7%	-9.8%	10.9%	17.6%	5.6%	21.3%	-17.1%	Sep '24
MSCI China	53.23	1.3%	0.7%	-3.1%	-8.3%	-16.3%	-4.9%	31.0%	-11.4%	22.4%	-24.7%	-6.0%	44.0%	-19.6%	Oct '25
International Bond	47.96	0.1%	0.3%	-0.6%	-0.1%	-0.4%	1.6%	2.9%	0.2%	12.3%	0.2%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	34.71	1.8%	3.5%	0.9%	-8.1%	6.9%	40.9%	52.7%	14.0%	46.6%	60.4%	97.4%	77.1%	-8.9%	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	691.10	0.4%	0.9%	-0.4%	7.4%	8.9%	21.9%	17.8%	10.5%	73.6%	85.0%	67.2%	121.6%	-1.0%	Jun '26
US Large Growth	123.23	1.3%	1.2%	-0.9%	5.1%	4.8%	15.7%	19.8%	4.2%	85.3%	99.6%	77.5%	156.1%	-4.3%	Jun '26
US Large Value	246.37	-0.5%	0.5%	1.1%	10.0%	12.8%	28.6%	15.7%	17.6%	63.3%	70.5%	59.0%	92.9%	-0.6%	Jul '26

US MidCap Blend	80.84	0%	0.9%	0.0%	7.1%	7.7%	19.5%	17.0%	11.8%	69.2%	82.2%	64.9%	113.2%	-0.1%	Jul '26
US MidCap Growth	300.74	0.4%	0.6%	-1.6%	8.2%	5.2%	6.8%	10.7%	8.0%	45.5%	33.2%	23.4%	82.1%	-1.9%	Jun '26
US MidCap Value	201.79	-0.2%	1.2%	1.3%	6.4%	9.3%	24.5%	12.1%	14.4%	52.1%	61.0%	47.8%	78.7%	-0.2%	Jul '26

US Small Blend	296.89	0.2%	0.6%	-0.5%	6.7%	8.1%	25.4%	8.9%	15.5%	52.0%	46.5%	39.2%	80.6%	-2.1%	Jun '26
US Small Growth	381.96	0.8%	-0.2%	-1.1%	9.8%	9.7%	33.6%	12.9%	18.3%	57.1%	34.5%	32.6%	88.3%	-3.0%	Jun '26
US Small Value	219.60	-0.08%	0.9%	1.1%	8.8%	12.7%	37.8%	12.4%	21.5%	60.3%	51.7%	41.9%	78.7%	-1.0%	Jul '26

Foreign Large Blend	103.96	0.7%	0.6%	-0.1%	0.6%	4.7%	20.3%	31.6%	8.3%	52.3%	52.0%	48.5%	106.5%	-1.6%	Feb '26
Foreign Growth	121.45	0.8%	0.0%	-1.9%	0.8%	2.1%	12.5%	20.7%	6.6%	31.2%	21.7%	17.9%	78.6%	-3.2%	Jun '26
Foreign Value	78.49	0.6%	1.1%	1.9%	0.3%	7.0%	27.9%	42.2%	9.9%	75.3%	86.3%	84.1%	136.2%	-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	22.89	-0.04%	0.2%	0.1%	0.3%	-0.2%	0.3%	3.6%	0.1%	17.7%	28.3%	25.4%	31.1%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.54	-0.06%	0.0%	-0.2%	0.3%	1.3%	4.0%	5.2%	1.5%	19.6%	25.5%	25.1%	27.4%	-0.4%	May '26
Bank Loan- Invesco	20.46	0.10%	0.2%	0.0%	0.1%	-0.7%	2.9%	6.9%	-0.5%	20.8%	28.1%	26.3%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.27	0.10%	0.2%	0.6%	1.7%	2.8%	7.0%	8.9%	3.1%	34.0%	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	59.24		0.6%	0.8%	-0.4%	6.4%	9.2%	21.5%	17.7%	11.3%	79.3%	117.9%	107.5%	129.2%	-0.4%	Jul '26
Int’l Min Volatility- Franklin	41.61		0.2%	1.1%	1.9%	1.8%	10.2%	31.1%	27.1%	13.5%	80.7%	110.8%	102.3%	117.2%	NewNew Peak	May '26
MidCap 30 - Hennessy (hi fee)	27.76	p	EOD	-1.4%	-4.3%	5.4%	5.7%	22.6%	3.0%	14.4%	71.1%	120.4%	113.5%	119.5%	-6.4%	Jun '26
Small Value- Avantis	124.08		0.09%	1.4%	0.7%	7.8%	14.2%	35.0%	7.4%	22.0%	63.4%	84.6%	65.1%	89.5%	-0.7%	Jun '26
Mid Value- Pacer Cash Cows	63.83		-1.1%	0.3%	-0.1%	2.6%	2.8%	17.2%	9.0%	6.4%	38.8%	65.6%	47.1%	59.1%	-2.5%	Jun '26
Growth- S&P Momentum	152.86		2.1%	1.5%	-3.2%	20.8%	28.0%	36.5%	26.6%	28.5%	183.0%	169.4%	149.5%	206.7%	-5.4%	Jun '26
Invesco S&P Quality	87.03		0.2%	0.5%	-1.9%	9.6%	12.6%	24.2%	13.2%	16.4%	76.8%	88.2%	73.2%	128.2%	-3.4%	Jun '26
Rotation Factor- BlackRock	68.04		0.7%	1.3%	0.1%	8.1%	11.7%	25.0%	20.0%	12.2%	90.7%	106.3%	89.6%	156.9%	-0.1%	Jul '26
US Min Volatility- Fidelity	69.65		-0.9%	-0.3%	0.0%	2.9%	3.4%	12.6%	11.8%	4.8%	44.4%	54.2%	42.5%	73.9%	-1.1%	May '26
Derivative Income- JPMorgan	56.58		-0.3%	0.1%	0.4%	-1.0%	-0.5%	7.1%	8.1%	1.6%	27.8%	40.0%	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	17.36	p	EOD	0.1%	0.1%	3.6%	10.4%	11.6%	6.5%	9.8%	30.4%	44.1%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.69		0.3%	1.0%	-0.6%	1.3%	4.0%	14.1%	16.4%	4.9%	46.4%	74.9%	72.2%	53.9%	-1.5%	Jun '26
Long Short- AQR	20.88		0.10%	1.5%	-1.3%	1.9%	0.5%	14.9%	34.4%	-1.3%	94.0%	174.8%	154.8%	143.0%	-1.9%	Dec '25
Mkt Neutral- BlackRock	16.30		0.5%	1.2%	-1.2%	6.5%	10.7%	23.3%	18.3%	11.8%	76.2%	83.9%	89.0%	89.7%	-1.3%	Jun '26
Multi Strategy- Variant	25.87		0%	0.1%	0.3%	1.2%	3.0%	6.6%	7.2%	2.8%	20.9%	43.1%	37.6%	29.0%	NewNew Peak	Jul '26
Long Short- First Trust	74.68		0.08%	0.7%	-0.1%	3.3%	5.1%	14.2%	9.1%	5.3%	46.6%	61.4%	51.2%	67.2%	-0.3%	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)	359.51	2.0%	-0.7%	-2.7%	6.6%	8.1%	98.0%	66.0%	14.9%	189.0%	185.4%	150.0%	271.5%	-10.7%	May '26
Meta (Communications)	661.04	0.7%	9.6%	11.4%	-1.6%	6.6%	-6.7%	13.1%	0.2%	115.7%	93.4%	96.8%	422.5%	-16.1%	Aug '25
Amazon (Cyclical)	247.49	0.07%	1.6%	0.6%	-0.4%	3.9%	9.3%	5.2%	7.2%	83.8%	36.3%	45.2%	119.2%	-10.0%	May '26
Tesla (Cyclical)	396.18	0.4%	0.5%	-3.6%	1.1%	-9.7%	27.5%	11.4%	-11.9%	40.8%	82.7%	-0.9%	82.4%	-19.1%	Dec '25
Procter & Gamble (Defensive)	146.08	-1.5%	-1.6%	-2.9%	2.7%	2.5%	-1.6%	-12.3%	3.4%	5.2%	19.2%	0.6%	29.4%	-15.3%	Dec '24
PepsiCo (Defensive)	135.45	-2.2%	-5.0%	-7.4%	-12.5%	-6.8%	4.1%	-1.8%	-4.8%	-20.9%	1.2%	-10.4%	-10.4%	-23.6%	May '23
Coca-Cola (Defensive)	83.08	-1.4%	-0.4%	2.7%	10.3%	18.7%	22.4%	15.6%	19.7%	48.1%	69.6%	59.0%	67.2%	-1.4%	Jul '26
Exxon Mobil (Energy)	145.09	0.4%	2.8%	3.0%	-2.0%	13.9%	32.6%	16.0%	22.2%	58.9%	195.8%	166.8%	67.0%	-14.8%	Mar '26
Chevron (Energy)	181.76	-0.2%	3.3%	0.8%	-1.7%	10.5%	24.5%	10.1%	20.4%	33.1%	118.3%	80.9%	33.1%	-13.9%	Mar '26
JPMorgan Chase (Financial)	342.89	2.5%	3.7%	7.4%	12.1%	11.4%	21.4%	37.3%	7.4%	143.5%	148.8%	137.8%	259.8%	NewNew Peak	Jul '26
Visa (Financial)	356.02	-0.5%	2.4%	9.9%	12.9%	9.1%	3.4%	11.8%	1.9%	49.8%	48.7%	66.4%	105.6%	-3.9%	Jun '25
Mastercard (Financial)	538.02	0.06%	3.7%	9.7%	3.5%	-0.7%	-1.8%	9.0%	-5.5%	35.8%	41.8%	49.0%	93.8%	-9.8%	Aug '25
Bank of America (Financial)	60.62	1.9%	4.0%	8.5%	11.6%	15.9%	33.5%	28.0%	10.8%	123.3%	75.5%	46.1%	122.2%	NewNew Peak	Jul '26
UnitedHealth (Health)	425.19	-0.9%	-0.1%	3.4%	35.4%	26.4%	48.8%	-33.1%	29.8%	-6.5%	9.9%	-8.7%	-9.2%	-29.5%	Nov '24
Johnson & Johnson (Health)	253.85	-1.5%	-3.6%	7.7%	6.4%	16.2%	66.7%	47.5%	23.3%	72.3%	72.5%	67.3%	73.0%	-5.0%	Jul '26
Eli Lilly (Health)	1152.54	-2.5%	-5.2%	2.1%	27.6%	12.0%	50.4%	40.2%	7.6%	162.0%	422.0%	341.8%	265.9%	-6.7%	Jul '26
Union Pacific (Industrials)	288.30	-0.3%	2.6%	7.8%	16.2%	25.7%	26.9%	3.9%	25.3%	45.4%	46.0%	28.4%	62.8%	-0.3%	Jul '26
Honeywell (Industrials)	222.68	0.2%	1.1%	-2.1%	-3.6%	4.6%	2.6%	-6.4%	15.3%	22.2%	12.6%	25.7%	48.1%	-51.0%	Jun '26
Nvidia (IT)	211.80	4.1%	3.8%	-0.3%	6.5%	13.2%	24.1%	38.9%	13.6%	366.2%	1019.3%	604.6%	1744.2%	-10.2%	May '26
Broadcom (IT)	389.11	1.3%	0.1%	-1.2%	-1.9%	13.7%	39.3%	50.6%	12.7%	353.3%	794.0%	534.6%	855.1%	-19.2%	Jun '26
Adobe (IT)	220.78	-4.3%	-0.1%	7.0%	-9.8%	-27.4%	-39.4%	-21.3%	-36.9%	-57.1%	-63.6%	-60.9%	-22.8%	-65.2%	Feb '24
Oracle (IT)	127.94	-2.7%	-8.6%	-33.6%	-24.7%	-32.4%	-45.1%	18.1%	-34.0%	10.7%	58.1%	54.6%	109.5%	-60.7%	Sep '25
salesforce.com (IT)	167.56	-2.1%	0.6%	1.8%	-5.7%	-28.1%	-34.6%	-20.2%	-36.6%	-25.9%	-28.4%	-33.4%	19.5%	-54.0%	Dec '24
Linde PLC (Materials)	522.54	-0.3%	-1.0%	0.2%	4.9%	19.1%	14.6%	3.2%	23.0%	43.0%	90.9%	63.5%	101.5%	-4.4%	Jul '26
Sherwin-Williams (Materials)	328.50	-0.1%	-0.6%	2.6%	-0.1%	-7.6%	-2.5%	-3.8%	1.6%	26.0%	22.8%	0.7%	68.3%	-16.9%	Nov '24
American Tower (Real Estate)	168.83	-0.4%	2.3%	-9.1%	-4.6%	-6.1%	-20.7%	-0.9%	-2.9%	-4.2%	-30.5%	-32.4%	3.4%	-26.1%	Sep '24
Prologis Inc. (Real Estate)	142.49	0.2%	1.1%	-3.4%	1.9%	8.2%	34.5%	25.1%	12.5%	21.9%	28.7%	-1.8%	58.3%	-3.5%	Jun '26
NextEra Energy (Utilities)	89.54	1.3%	2.4%	4.0%	-1.9%	9.7%	22.4%	15.5%	12.3%	32.7%	32.0%	9.6%	35.9%	-8.5%	Apr '26
Duke Energy (Utilities)	126.37	-0.4%	-0.3%	0.9%	-0.4%	8.1%	11.7%	12.7%	9.7%	52.5%	47.5%	45.3%	70.1%	-4.5%	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	15.89	p	EOD	-0.1%	-0.9%	0.7%	1.4%	7.4%	9.4%	2.3%	21.9%	10.6%	10.8%	32.7%	-1.0%	Jun '26
Moderate-60% Stock	68.85		0.5%	0.4%	-1.3%	2.6%	4.6%	15.1%	16.4%	6.4%	43.3%	37.7%	33.7%	69.7%	-1.4%	Jun '26
Mod Agg-80% Stock	54.89	p	EOD	-0.1%	-1.4%	4.0%	6.4%	19.4%	19.6%	9.0%	54.9%	50.6%	44.8%	90.2%	-1.7%	Jun '26
Aggressive-90% Stock	34.08	p	EOD	-0.3%	-1.3%	5.5%	9.5%	24.5%	20.9%	12.6%	60.5%	55.5%	48.0%	97.7%	-1.5%	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	64709.11	-0.4%	3.9%	-2.4%	-13.5%	-32.3%	-45.1%	-6.3%	-26.1%	113.3%	103.6%	39.3%	237.8%	-48.1%	Oct '25
Ethereum	1873.02	-0.9%	7.5%	4.3%	-20.6%	-43.5%	-40.3%	-11.0%	-36.9%	-3.4%	-2.0%	-50.2%	44.6%	-61.2%	Aug '25
BNB	580.20	-0.4%	2.1%	-6.0%	-6.8%	-37.7%	-15.9%	23.1%	-32.8%	133.8%	84.0%	13.3%	114.1%	-55.7%	Oct '25
Solana	77.76	0.01%	0.0%	5.1%	-8.4%	-45.4%	-52.6%	-34.2%	-37.5%	190.8%	173.3%	-54.3%	149.5%	-70.3%	Jan '25
Bitcoin ETF	36.58	3.9%	3.8%	-3.1%	-14.1%	-32.3%	-44.7%	-6.4%	-26.3%	-	-	-	-	-48.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.03	3.8%	3.7%	-3.1%	-14.3%	-32.7%	-45.4%	-7.6%	-26.8%	180.4%	117.0%	61.6%	394.1%	-49.2%	Oct '25
Bloomberg Commodities	23.60	1.1%	1.9%	1.5%	-1.4%	16.4%	30.0%	14.9%	20.8%	41.3%	61.8%	53.4%	33.1%	-8.9%	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	5.09	-0.08%	0.6%	2.5%	4.2%	6.4%	1.5%	1.1%	5.2%	29.8%	165.3%	152.7%	31.2%	-1.7%	May '26
10yr Treasury rate	4.59	-0.5%	0.4%	2.6%	7.1%	10.2%	2.1%	-9.0%	10.1%	20.1%	253.5%	181.6%	17.5%	-8.1%	Oct '23
5yr Treasury rate	4.32	-1.0%	0.3%	3.2%	10.9%	14.9%	6.7%	-15.0%	16.1%	7.2%	457.5%	216.6%	5.1%	-12.9%	Oct '23
13-week T-bill	3.70	-0.8%	-0.6%	2.3%	2.4%	3.8%	-12.6%	-15.7%	4.3%	-29.1%	9636.8%	6881.1%	4.7%	-30.8%	Oct '23
Crude Oil	80.16	1.0%	9.0%	-0.7%	-12.2%	35.4%	20.5%	-19.9%	39.6%	6.3%	11.9%	5.4%	-8.1%	-29.0%	Apr '26
Gold	4037.20	-0.6%	-0.8%	-6.7%	-15.9%	-12.5%	21.2%	64.5%	-6.7%	106.0%	120.8%	124.4%	141.7%	-24.1%	Jan '26
USD/EUR	0.87	-0.10%	-0.1%	1.4%	3.2%	1.8%	1.5%	-11.4%	2.7%	-	3.3%	-0.6%	-15.1%	-10.4%	Jan '25
USD/JPY	162.14	-0.02%	-0.2%	1.2%	2.1%	2.4%	9.0%	-0.4%	3.7%	-	47.7%	40.8%	10.5%	-0.3%	Jun '26
S&P 500 Volatility Index	16.50	-3.8%	-2.4%	1.9%	-9.2%	4.2%	-5.1%	-13.8%	10.4%	23.7%	-3.0%	-0.6%	-50.8%	-68.5%	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	50.43		0.12%	-0.4%	-0.3%	0.1%	0.6%	3.6%	6.1%	0.8%	18.4%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.34		-0.02%	0.0%	-0.1%	0.2%	0.3%	5.2%	4.3%	0.9%	10.8%	4.9%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	44.76		0.4%	0.1%	-0.9%	-1.5%	-0.9%	5.3%	8.8%	-0.3%	13.7%	2.7%	3.2%	20.0%	-2.5%	Feb '26
Interm Bond- Vanguard	75.92		0.3%	-0.1%	-0.8%	-1.6%	-1.3%	3.2%	8.5%	-1.2%	12.5%	-1.0%	0.9%	18.6%	-2.9%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.1%	0.4%	1.3%	2.2%	7.2%	8.2%	2.7%	29.9%	35.2%	31.7%	38.5%	-0.1%	Jul '26
Int’l Bond- JPMorgan	48.01		-0.05%	-0.2%	-0.7%	-0.2%	-0.4%	3.7%	8.2%	0.3%	17.9%	13.9%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	73.16		0.2%	-0.7%	-2.6%	-3.0%	-3.0%	3.5%	7.2%	-1.8%	9.5%	-15.1%	-13.2%	22.5%	-4.7%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.1%	0.2%	0.7%	0.5%	5.7%	3.3%	1.0%	9.9%	0.9%	1.2%	16.3%	-0.6%	Feb '26
Long Muni- iShares	57.34		0.02%	0.0%	-0.1%	0.4%	0.1%	6.1%	3.4%	0.8%	9.0%	2.6%	2.8%	14.7%	-1.1%	Feb '26

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