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S&P 500

Return

62.4%

[

20.2%

annualized]

Dec 29 2023 - Aug 17 2026

DJIA (Large Value)

Return

41.8%

[

14.2%

annualized]

Dec 29 2023 - Aug 17 2026

Russell 2000 (Small Cap)

Return

50.8%

[

16.9%

annualized]

Dec 29 2023 - Aug 17 2026

Performance Range:

As of Aug 17 04:30 PM EDT, next update at 04:40 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	7745.06	-0.5%	-0.1%	3.9%	4.5%	13.2%	20.1%	16.4%	13.1%	77.2%	74.1%	61.5%	116.5%	-0.7%	Aug '26
DJIA (Large Value)	53459.78	-0.5%	-1.0%	2.5%	7.9%	7.9%	18.9%	13.0%	11.2%	55.1%	51.3%	46.1%	83.0%	-1.6%	Aug '26
Russell 2000 (Small Cap)	3057.54	-0.4%	1.3%	3.2%	9.5%	15.5%	33.7%	11.3%	23.2%	65.3%	40.4%	34.5%	81.2%	-0.4%	Aug '26
NASDAQ Comp (Tech/Growth)	26644.91	-0.3%	0.1%	4.4%	1.6%	18.0%	23.2%	20.4%	14.6%	100.1%	81.8%	68.3%	155.8%	-1.7%	Jun '26
Aggregate Bond	97.25	-0.2%	0.0%	-0.6%	0.2%	-1.8%	2.3%	7.2%	-0.3%	14.2%	-1.5%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	105.70	-0.4%	-0.2%	-1.3%	-0.9%	-3.2%	0.8%	7.9%	-1.5%	16.5%	-4.6%	-2.7%	23.4%	-3.2%	Feb '26
High Yield Bond	79.61	-0.13%	0.2%	0.4%	1.7%	1.5%	4.9%	8.6%	2.2%	28.4%	20.5%	19.0%	39.3%	-0.2%	Aug '26
Preferred	30.63	-0.7%	0.2%	1.4%	-0.6%	-1.4%	2.9%	4.9%	1.9%	21.8%	4.8%	3.1%	26.6%	-2.1%	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	52.24	-0.6%	-1.8%	3.4%	4.2%	-0.1%	18.2%	9.9%	16.1%	36.9%	35.6%	27.7%	64.0%	-1.9%	Aug '26
Consumer Discretionary/Cyclical	116.75	-1.2%	-2.4%	1.1%	0.4%	1.0%	2.7%	7.4%	-1.8%	46.7%	37.9%	15.3%	73.5%	-5.9%	Jan '26
Financial Services	57.58	-1.0%	-0.4%	2.3%	13.1%	11.3%	11.5%	14.9%	6.0%	77.6%	64.3%	57.3%	102.4%	-1.2%	Aug '26
Real Estate	97.98	-0.9%	0.9%	-2.0%	5.3%	4.6%	13.5%	3.3%	12.9%	37.6%	11.4%	1.5%	49.0%	-2.9%	Jul '26
Communication Services	110.82	-1.9%	-0.9%	0.2%	-4.3%	-2.6%	0.7%	23.1%	-5.3%	75.1%	41.2%	48.6%	142.3%	-7.2%	Jan '26
Energy	62.58	1.1%	4.0%	8.5%	6.0%	18.0%	50.8%	7.9%	41.9%	56.6%	212.5%	155.6%	77.0%	NewNew Peak	Aug '26
Industrials	186.32	-0.10%	0.9%	3.9%	9.0%	7.0%	25.4%	19.3%	20.7%	83.4%	92.8%	90.1%	132.4%	-0.1%	Aug '26
Technology	190.32	0.2%	2.1%	8.4%	8.1%	36.8%	44.0%	24.6%	32.5%	135.7%	155.9%	124.3%	235.5%	-3.9%	Jun '26
Consumer Staples/Defensive	84.68	-1.6%	-0.3%	-0.6%	0.7%	-2.8%	6.1%	1.5%	10.4%	26.3%	32.4%	23.7%	38.4%	-4.7%	Feb '26
Healthcare	167.05	-0.2%	-0.8%	3.7%	15.6%	7.1%	24.8%	14.5%	8.8%	31.6%	32.4%	28.9%	45.8%	-0.8%	Aug '26
Utilities	44.18	-0.3%	2.4%	-2.2%	1.3%	-3.5%	6.1%	16.0%	4.9%	53.0%	48.5%	42.6%	60.9%	-6.2%	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	161.83	-0.3%	0.5%	4.4%	5.7%	11.6%	23.2%	22.4%	15.1%	81.4%	72.0%	64.4%	123.3%	-0.4%	Aug '26
MSCI Emerging Markets	67.32	1.1%	3.3%	6.4%	4.0%	11.2%	37.5%	34.0%	23.7%	87.1%	50.6%	51.7%	113.7%	-5.5%	Jun '26
FTSE Europe	92.10	-0.3%	-0.2%	4.0%	8.8%	5.1%	20.2%	35.8%	12.2%	69.1%	56.6%	55.3%	127.6%	-0.5%	Aug '26
MSCI Japan	98.17	-0.04%	2.2%	8.5%	8.4%	7.4%	27.8%	25.9%	22.2%	81.1%	63.7%	62.9%	121.9%	-0.3%	Aug '26
MSCI India	49.58	-0.4%	-1.1%	1.4%	3.3%	-6.9%	-5.9%	2.7%	-8.3%	15.6%	14.9%	7.4%	23.4%	-15.6%	Sep '24
MSCI China	55.06	0.8%	-3.3%	4.0%	-2.1%	-8.6%	-6.0%	31.0%	-7.7%	33.9%	-8.7%	-2.1%	49.9%	-16.2%	Oct '25
International Bond	47.65	-0.1%	-0.3%	-0.3%	0.9%	-1.2%	1.4%	2.9%	0.2%	13.4%	-0.5%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	33.64	0.12%	-2.5%	-1.3%	-1.1%	-5.4%	33.6%	52.7%	11.9%	52.3%	65.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	710.27	-0.5%	-0.1%	4.0%	4.8%	13.8%	21.5%	17.8%	13.9%	84.3%	86.7%	72.3%	128.4%	-0.7%	Aug '26
US Large Growth	125.08	-0.2%	0.7%	4.8%	0.7%	11.5%	12.5%	19.8%	5.9%	97.1%	99.3%	80.3%	160.2%	-2.8%	Jun '26
US Large Value	256.62	-0.8%	-0.7%	3.5%	10.9%	15.8%	31.5%	15.7%	22.9%	73.2%	74.0%	66.1%	101.6%	-0.8%	Aug '26

US MidCap Blend	84.06	-0.5%	1.6%	4.8%	10.2%	12.2%	22.0%	17.0%	16.7%	85.4%	84.7%	72.0%	122.4%	-0.5%	Aug '26
US MidCap Growth	312.45	-0.5%	2.4%	6.5%	9.6%	14.5%	10.4%	10.7%	12.3%	61.2%	34.5%	28.4%	89.5%	-0.5%	Aug '26
US MidCap Value	209.72	-0.6%	1.0%	3.4%	10.5%	10.3%	25.8%	12.1%	19.4%	64.6%	63.5%	54.3%	86.6%	-0.6%	Aug '26

US Small Blend	307.97	-0.4%	0.9%	4.0%	9.6%	12.3%	26.9%	8.9%	20.2%	65.2%	51.5%	44.8%	87.9%	-0.4%	Aug '26
US Small Growth	394.70	-0.2%	1.7%	4.8%	9.1%	17.9%	32.5%	12.9%	22.4%	73.7%	40.6%	37.2%	94.8%	-0.2%	Aug '26
US Small Value	226.46	-0.4%	1.0%	1.9%	10.3%	14.1%	38.2%	12.4%	25.8%	69.0%	57.3%	46.8%	85.0%	-0.4%	Aug '26

Foreign Large Blend	108.45	-0.2%	0.4%	5.0%	8.3%	5.7%	21.7%	31.6%	14.7%	70.7%	58.4%	57.4%	118.8%	-0.2%	Aug '26
Foreign Growth	127.00	0.2%	0.8%	5.8%	8.3%	5.1%	16.1%	20.7%	12.4%	49.2%	25.6%	24.2%	88.2%	-0.1%	Aug '26
Foreign Value	81.63	-0.4%	0.0%	4.0%	8.5%	6.5%	27.1%	42.2%	17.3%	93.3%	96.5%	96.6%	152.1%	-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	23.09		0.1%	0.3%	1.1%	2.0%	3.9%	3.1%	3.6%	2.9%	20.6%	31.4%	28.9%	34.8%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.60		0%	0.1%	0.4%	1.1%	2.1%	4.7%	5.2%	2.8%	19.7%	27.1%	26.8%	29.1%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.58		0.05%	0.4%	1.0%	1.4%	2.8%	4.8%	6.9%	1.6%	22.9%	30.8%	28.9%	35.4%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.1%	0.6%	1.5%	3.1%	6.9%	8.9%	3.7%	33.3%	57.8%	52.6%	45.7%	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	60.58		-0.4%	0.4%	3.8%	4.9%	12.0%	20.6%	17.7%	14.0%	88.8%	118.6%	112.7%	134.9%	-0.5%	Aug '26
Int’l Min Volatility- Franklin	42.80		-0.1%	-0.3%	2.3%	5.9%	7.6%	30.2%	27.1%	18.5%	90.9%	114.3%	111.3%	126.9%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.59	p	EOD	1.1%	2.7%	6.1%	12.7%	20.7%	3.0%	17.8%	79.6%	125.6%	119.9%	126.1%	-3.6%	Jun '26
Small Value- Avantis	128.23		-0.4%	1.0%	2.3%	9.8%	12.5%	36.6%	7.4%	26.5%	68.8%	90.4%	71.2%	96.5%	-0.4%	Aug '26
Mid Value- Pacer Cash Cows	69.92		-1.1%	-0.1%	7.7%	11.3%	10.0%	25.5%	9.0%	16.8%	47.2%	73.4%	61.4%	74.6%	-1.4%	Aug '26
Growth- S&P Momentum	155.16		1.2%	4.3%	7.8%	8.3%	31.1%	33.4%	26.6%	30.6%	175.2%	169.6%	153.7%	211.8%	-4.0%	Jun '26
Invesco S&P Quality	87.71		0.13%	2.0%	3.5%	6.5%	10.8%	23.2%	13.2%	17.6%	80.1%	85.1%	74.9%	130.6%	-2.7%	Jun '26
Rotation Factor- BlackRock	70.16		-0.10%	0.3%	4.7%	6.1%	16.0%	24.5%	20.0%	15.9%	102.6%	107.0%	95.9%	165.4%	-0.2%	Aug '26
US Min Volatility- Fidelity	72.29		-0.8%	-1.8%	3.2%	4.8%	7.6%	14.1%	11.8%	9.2%	51.8%	56.6%	48.5%	81.2%	-1.8%	Aug '26
Derivative Income- JPMorgan	57.78		-0.4%	0.2%	2.8%	5.5%	1.7%	10.4%	8.1%	5.8%	34.5%	42.2%	37.1%	56.5%	-0.4%	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	17.67	p	EOD	0.9%	2.0%	1.3%	10.6%	11.0%	6.5%	11.8%	31.9%	46.9%	44.7%	44.2%	NewNew Peak	Aug '26
Multistrategy- AQR	15.04	p	EOD	0.7%	2.7%	2.0%	5.0%	14.2%	16.4%	7.4%	46.3%	78.9%	76.3%	57.6%	NewNew Peak	Aug '26
Long Short- AQR	22.29	p	EOD	1.8%	7.7%	7.1%	7.3%	18.8%	34.4%	5.3%	98.1%	192.3%	172.0%	159.4%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.54	p	EOD	0.8%	3.3%	5.1%	15.5%	24.0%	18.3%	14.7%	79.3%	90.3%	93.9%	94.6%	-0.5%	Aug '26
Multi Strategy- Variant	25.82	p	EOD	0.0%	0.4%	1.2%	3.1%	6.5%	7.2%	3.4%	20.5%	42.8%	38.4%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	76.38		-0.08%	0.6%	2.2%	3.2%	8.2%	14.3%	9.1%	8.0%	49.9%	64.1%	55.1%	71.5%	-0.1%	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)	344.00	-0.5%	-3.8%	-0.8%	-13.3%	14.0%	69.2%	66.0%	10.0%	167.1%	153.9%	139.4%	255.7%	-14.5%	May '26
Meta (Communications)	568.97	-3.5%	-4.4%	-11.9%	-7.3%	-10.8%	-27.3%	13.1%	-13.7%	101.3%	60.1%	69.5%	350.2%	-27.7%	Aug '25
Amazon (Cyclical)	261.31	-0.5%	-6.0%	5.7%	-1.1%	29.9%	13.1%	5.2%	13.2%	95.0%	61.2%	53.3%	131.5%	-8.0%	Aug '26
Tesla (Cyclical)	339.30	-0.9%	2.5%	-10.9%	-19.6%	-17.4%	2.6%	11.4%	-24.6%	54.8%	52.9%	-15.2%	56.2%	-30.7%	Dec '25
Procter & Gamble (Defensive)	143.12	-1.0%	-2.3%	-3.9%	1.8%	-8.9%	-4.6%	-12.3%	2.1%	1.8%	12.3%	-0.7%	27.7%	-16.4%	Dec '24
PepsiCo (Defensive)	138.24	-1.8%	0.4%	0.8%	-6.3%	-13.0%	-4.4%	-1.8%	-1.8%	-14.0%	2.6%	-7.6%	-7.6%	-21.2%	May '23
Coca-Cola (Defensive)	86.98	-0.8%	0.1%	6.6%	8.3%	10.8%	27.9%	15.6%	26.1%	56.8%	76.1%	67.5%	76.2%	-2.4%	Jul '26
Exxon Mobil (Energy)	161.46	0.8%	1.0%	9.6%	2.2%	11.2%	55.0%	16.0%	36.0%	63.3%	244.0%	196.9%	85.8%	-5.2%	Mar '26
Chevron (Energy)	202.70	1.3%	4.0%	8.2%	7.0%	13.3%	34.9%	10.1%	35.5%	42.6%	147.1%	103.5%	49.8%	-3.1%	Mar '26
JPMorgan Chase (Financial)	360.96	-0.5%	0.3%	5.8%	21.8%	18.7%	26.6%	37.3%	13.6%	159.4%	160.5%	151.5%	280.4%	-1.2%	Aug '26
Visa (Financial)	358.84	-1.5%	-0.5%	0.3%	10.4%	12.8%	5.0%	11.8%	2.9%	54.7%	58.9%	68.0%	107.6%	-3.0%	Aug '26
Mastercard (Financial)	562.26	-1.2%	-0.2%	3.4%	14.0%	8.1%	-2.7%	9.0%	-1.0%	45.8%	59.4%	55.9%	102.9%	-5.5%	Aug '25
Bank of America (Financial)	63.89	-0.9%	0.0%	4.3%	29.0%	22.5%	39.1%	28.0%	17.4%	135.2%	75.7%	54.8%	135.4%	-1.4%	Aug '26
UnitedHealth (Health)	395.62	-1.5%	-3.2%	-7.2%	1.0%	38.7%	33.6%	-33.1%	21.5%	-14.9%	2.4%	-14.6%	-15.0%	-34.0%	Nov '24
Johnson & Johnson (Health)	262.37	0.8%	0.2%	3.7%	16.4%	9.0%	52.2%	47.5%	28.2%	64.6%	68.3%	73.9%	79.8%	-1.8%	Jul '26
Eli Lilly (Health)	1183.16	0.3%	-3.8%	0.5%	17.9%	14.6%	69.8%	40.2%	10.6%	124.6%	354.0%	354.2%	276.1%	-4.1%	Jul '26
Union Pacific (Industrials)	299.90	2.1%	2.6%	-0.6%	11.4%	15.3%	38.9%	3.9%	31.0%	43.0%	48.7%	34.2%	70.3%	-2.4%	Jul '26
Honeywell (Industrials)	229.45	-1.9%	-5.3%	2.3%	2.9%	-8.6%	9.2%	-6.4%	13.7%	32.8%	11.1%	23.9%	45.9%	-11.0%	Mar '26
Nvidia (IT)	225.01	-0.07%	3.4%	10.9%	0.0%	21.8%	24.9%	38.9%	20.8%	420.1%	1060.4%	649.4%	1861.5%	-4.4%	May '26
Broadcom (IT)	392.43	-0.1%	-7.1%	5.8%	-7.6%	18.4%	29.0%	50.6%	13.8%	391.9%	800.5%	541.0%	864.8%	-18.4%	Jun '26
Adobe (IT)	254.04	-3.8%	-6.9%	7.1%	2.6%	-2.5%	-28.4%	-21.3%	-27.4%	-50.4%	-60.0%	-55.0%	-11.2%	-60.0%	Feb '24
Oracle (IT)	146.65	-2.6%	-2.9%	16.0%	-23.7%	-4.1%	-40.3%	18.1%	-24.0%	32.2%	72.5%	77.9%	140.9%	-54.8%	Sep '25
salesforce.com (IT)	190.97	-2.7%	-3.3%	11.8%	10.3%	4.2%	-20.6%	-20.2%	-27.5%	-4.7%	-21.3%	-24.0%	36.5%	-47.4%	Dec '24
Linde PLC (Materials)	474.33	-1.7%	-3.7%	-7.6%	-6.0%	-1.0%	0.1%	3.2%	12.0%	31.0%	62.9%	48.9%	83.5%	-13.2%	Jul '26
Sherwin-Williams (Materials)	349.97	-2.5%	-3.5%	5.6%	16.9%	-4.4%	-3.3%	-3.8%	8.5%	33.8%	20.0%	7.6%	79.8%	-11.2%	Nov '24
American Tower (Real Estate)	172.23	-1.9%	1.8%	1.3%	1.9%	-9.1%	-13.2%	-0.9%	0.0%	8.5%	-29.7%	-30.4%	6.5%	-23.9%	Sep '24
Prologis Inc. (Real Estate)	140.62	-0.3%	1.3%	-6.1%	0.8%	0.7%	36.2%	25.1%	11.8%	28.7%	21.1%	-2.4%	57.4%	-6.3%	Jul '26
NextEra Energy (Utilities)	86.22	0.03%	1.8%	-2.9%	-7.0%	-5.7%	17.6%	15.5%	8.9%	39.5%	17.1%	6.3%	31.8%	-11.3%	Apr '26
Duke Energy (Utilities)	123.58	-0.3%	2.9%	-0.3%	3.1%	-0.8%	4.5%	12.7%	8.2%	52.5%	39.1%	43.4%	67.8%	-5.8%	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	16.03	p	EOD	0.3%	0.8%	1.8%	1.3%	6.6%	9.4%	3.2%	25.9%	11.2%	11.8%	33.9%	-0.2%	Aug '26
Moderate-60% Stock	70.13		-0.2%	0.3%	2.5%	3.7%	6.2%	15.1%	16.4%	9.2%	51.9%	40.6%	37.2%	74.2%	-0.4%	Aug '26
Mod Agg-80% Stock	56.75	p	EOD	0.6%	3.8%	5.0%	8.9%	19.7%	19.6%	12.7%	66.0%	54.5%	49.7%	96.6%	-0.1%	Aug '26
Aggressive-90% Stock	35.27	p	EOD	0.8%	3.9%	5.8%	12.0%	24.4%	20.9%	16.5%	72.8%	59.2%	53.2%	104.6%	-0.1%	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	64364.92	2.5%	0.7%	0.7%	-18.6%	-4.6%	-45.2%	-6.3%	-26.4%	141.4%	44.0%	38.5%	236.0%	-48.4%	Oct '25
Ethereum	1907.26	1.8%	1.9%	3.6%	-14.2%	-4.3%	-57.0%	-11.0%	-35.7%	13.2%	-36.7%	-49.3%	47.3%	-60.5%	Aug '25
BNB	605.02	0.4%	1.1%	6.6%	-10.0%	-2.0%	-26.9%	23.1%	-29.9%	176.9%	50.5%	18.1%	123.3%	-53.8%	Oct '25
Solana	75.75	1.6%	-0.3%	1.0%	-15.1%	-11.1%	-59.2%	-34.2%	-39.1%	248.9%	18.0%	-55.5%	143.1%	-71.1%	Jan '25
Bitcoin ETF	36.42	2.2%	0.5%	0.2%	-18.7%	-5.1%	-45.2%	-6.4%	-26.6%	-	-	-	-	-48.9%	Oct '25
Grayscale Bitcoin (hi fee)	49.75	2.2%	0.4%	0.1%	-19.0%	-5.8%	-45.9%	-7.6%	-27.2%	197.2%	50.4%	60.7%	391.3%	-49.5%	Oct '25
Bloomberg Commodities	24.94	1.6%	1.8%	4.7%	-1.7%	20.8%	41.2%	14.9%	27.7%	50.0%	71.3%	62.1%	40.6%	-3.7%	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	5.31	0.8%	1.3%	4.8%	3.5%	13.4%	7.8%	1.1%	9.7%	20.3%	176.7%	163.3%	36.7%	NewNew Peak	Aug '26
10yr Treasury rate	4.72	0.6%	0.5%	4.0%	2.8%	16.6%	9.1%	-9.0%	13.5%	9.7%	275.5%	190.2%	21.1%	-5.3%	Oct '23
5yr Treasury rate	4.38	0.3%	-0.7%	2.4%	2.8%	20.9%	13.8%	-15.0%	17.6%	-1.4%	472.8%	220.6%	6.4%	-11.8%	Oct '23
13-week T-bill	3.70	0.2%	-0.4%	-0.1%	3.2%	3.1%	-9.9%	-15.7%	4.4%	-29.8%	5777.8%	6886.8%	4.8%	-30.8%	Oct '23
Crude Oil	84.68	2.8%	3.1%	2.7%	-19.7%	35.9%	34.8%	-19.9%	47.5%	5.3%	27.2%	11.3%	-3.0%	-25.0%	Apr '26
Gold	4474.30	2.1%	2.6%	11.5%	-1.8%	-8.4%	34.1%	64.5%	3.4%	137.5%	150.7%	148.7%	167.9%	-15.9%	Jan '26
USD/EUR	0.86	-0.06%	-0.3%	-1.2%	0.4%	2.3%	-	-11.4%	1.4%	-6.1%	1.1%	-1.8%	-16.2%	-11.5%	Jan '25
USD/JPY	159.48	0.2%	0.2%	-1.8%	0.5%	3.8%	-	-0.4%	2.0%	9.4%	45.6%	38.5%	8.7%	-2.7%	Jul '26
S&P 500 Volatility Index	15.19	6.6%	-1.7%	-19.1%	-17.6%	-25.1%	0.7%	-13.8%	1.6%	-15.1%	-15.2%	-8.5%	-54.8%	-71.0%	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	50.47		0%	-0.1%	0.0%	0.8%	0.9%	3.7%	6.1%	1.6%	18.7%	19.0%	19.1%	24.4%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.79		-0.3%	-0.1%	-0.5%	0.6%	-0.8%	4.5%	4.3%	0.7%	11.5%	4.8%	5.0%	16.6%	-1.2%	Jul '26
Interm Bond- Janus MSB	44.38		-0.1%	0.3%	-0.5%	0.5%	-1.5%	4.1%	8.8%	0.1%	17.2%	3.1%	3.7%	20.5%	-2.0%	Feb '26
Interm Bond- Vanguard	75.45		-0.2%	0.1%	-0.5%	0.3%	-1.9%	1.9%	8.5%	-0.7%	15.8%	-0.8%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.2%	0.3%	1.7%	2.8%	6.2%	8.2%	3.2%	29.9%	35.6%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.87		-0.09%	-0.2%	0.1%	1.4%	-0.7%	3.0%	8.2%	1.0%	19.8%	14.5%	14.8%	29.0%	-0.9%	Feb '26
Long Bond- Vanguard	71.27		-0.7%	-0.6%	-2.6%	-2.1%	-5.4%	-0.7%	7.2%	-3.0%	14.0%	-16.1%	-14.2%	21.1%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	-0.1%	-0.4%	0.9%	-0.2%	6.1%	4.4%	1.3%	14.9%	5.4%	5.3%	21.0%	-1.2%	Jul '26
Long Muni- iShares	56.65		-0.3%	-0.3%	-0.6%	0.5%	-1.2%	4.8%	3.4%	0.3%	9.7%	2.3%	2.3%	14.1%	-1.6%	Feb '26

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