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S&P 500

Return

93.9%

[

20.5%

annualized]

Dec 30 2022 - Jul 20 2026

DJIA (Large Value)

Return

56.4%

[

13.4%

annualized]

Dec 30 2022 - Jul 20 2026

Russell 2000 (Small Cap)

Return

67.1%

[

15.5%

annualized]

Dec 30 2022 - Jul 20 2026

Performance Range:

As of Jul 20 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	7443.28	-0.2%	-1.3%	-0.8%	5.4%	8.3%	18.0%	16.4%	8.7%	64.1%	70.8%	55.2%	108.1%	-2.2%	Jun '26
DJIA (Large Value)	51839.26	-0.6%	-1.3%	0.5%	5.5%	5.6%	17.0%	13.0%	7.9%	47.2%	49.0%	41.7%	77.5%	-2.3%	Jul '26
Russell 2000 (Small Cap)	2942.43	-0.7%	-0.8%	-1.3%	6.4%	9.1%	31.9%	11.3%	18.6%	50.1%	31.7%	29.5%	74.3%	-2.7%	Jun '26
NASDAQ Comp (Tech/Growth)	25508.07	-0.05%	-2.3%	-3.8%	5.1%	9.8%	21.6%	20.4%	9.7%	81.8%	74.3%	61.1%	144.9%	-5.9%	Jun '26
Aggregate Bond	97.95	-0.3%	-0.1%	-1.0%	-1.2%	-0.8%	2.9%	7.2%	-0.6%	11.1%	-1.7%	-0.2%	16.6%	-2.4%	Feb '26
Corp Bond	107.15	-0.4%	-0.1%	-1.8%	-1.9%	-1.6%	2.3%	7.9%	-1.3%	12.5%	-4.4%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.68	0.04%	0.0%	-0.4%	-0.3%	0.2%	4.1%	8.6%	0.8%	25.0%	18.7%	17.4%	37.4%	-0.8%	May '26
Preferred	30.32	-0.10%	-0.6%	-2.9%	-2.5%	-3.3%	1.9%	4.9%	-0.5%	16.8%	3.0%	0.7%	23.6%	-4.4%	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	50.03	-1.0%	-1.2%	-3.4%	-3.4%	2.1%	11.9%	9.9%	10.8%	26.1%	35.6%	21.9%	56.5%	-6.3%	Feb '26
Consumer Discretionary/Cyclical	114.61	-0.7%	-1.1%	-2.2%	-3.7%	-5.4%	3.3%	7.4%	-3.8%	37.1%	31.8%	13.0%	69.9%	-7.8%	Jan '26
Financial Services	56.04	-0.4%	-0.2%	4.6%	7.2%	5.4%	8.2%	14.9%	2.8%	66.0%	66.4%	52.6%	96.3%	-1.3%	Jul '26
Real Estate	99.48	-0.5%	2.0%	4.1%	4.4%	10.2%	13.4%	3.3%	13.6%	28.8%	12.9%	2.2%	50.0%	-0.6%	Jul '26
Communication Services	110.80	0.1%	-0.6%	1.2%	-5.4%	-3.0%	4.0%	23.1%	-5.6%	74.3%	43.3%	48.2%	141.6%	-7.4%	Jan '26
Energy	57.94	0.5%	1.7%	7.8%	3.7%	19.6%	39.4%	7.9%	30.4%	50.2%	180.0%	134.9%	62.7%	-7.4%	Mar '26
Industrials	178.12	-0.7%	-1.3%	-1.5%	3.9%	7.4%	19.4%	19.3%	15.1%	69.3%	85.0%	81.3%	121.6%	-4.0%	Jul '26
Technology	175.71	0.07%	-4.3%	-8.2%	13.6%	22.3%	35.1%	24.6%	22.2%	103.3%	139.9%	106.8%	209.4%	-11.4%	Jun '26
Consumer Staples/Defensive	84.86	-0.4%	1.7%	1.9%	3.7%	3.5%	7.1%	1.5%	9.9%	20.9%	36.0%	23.1%	37.7%	-5.2%	Feb '26
Healthcare	159.25	-1.1%	0.6%	6.6%	9.1%	1.0%	23.1%	14.5%	3.3%	22.4%	33.2%	22.4%	38.4%	-3.2%	Jul '26
Utilities	44.94	-0.5%	-1.6%	0.4%	0.0%	5.2%	9.3%	16.0%	6.0%	42.7%	60.2%	44.2%	62.6%	-5.2%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	154.48	-0.3%	-1.6%	-2.1%	3.9%	7.3%	19.8%	22.4%	9.2%	64.6%	64.9%	55.9%	111.8%	-3.4%	Jun '26
MSCI Emerging Markets	63.56	0.4%	-3.2%	-10.2%	2.1%	9.1%	30.5%	34.0%	16.2%	68.5%	33.8%	42.5%	100.7%	-10.7%	Jun '26
FTSE Europe	87.69	-1.0%	-0.7%	-0.7%	0.9%	2.7%	15.0%	35.8%	5.4%	50.0%	52.1%	45.9%	113.8%	-2.6%	Feb '26
MSCI Japan	90.43	-0.07%	-3.7%	-6.1%	3.8%	6.7%	29.3%	25.9%	12.0%	57.3%	50.1%	49.3%	103.3%	-6.7%	Jun '26
MSCI India	48.55	-0.7%	-0.4%	-2.1%	-2.5%	-5.8%	-11.3%	2.7%	-10.2%	10.2%	18.1%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	54.08	2.1%	1.6%	2.5%	-7.0%	-13.5%	-5.3%	31.0%	-10.0%	27.8%	-22.1%	-4.4%	46.3%	-18.3%	Oct '25
International Bond	47.82	-0.2%	-0.3%	-1.1%	-0.3%	-0.4%	0.8%	2.9%	-0.1%	11.5%	-0.4%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	34.24	0.5%	-1.4%	1.0%	-8.0%	1.2%	39.4%	52.7%	12.4%	42.5%	60.7%	94.8%	74.7%	-10.1%	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	682.21	-0.1%	-1.3%	-0.9%	5.4%	8.6%	19.1%	17.8%	9.1%	70.2%	82.7%	65.1%	118.7%	-2.3%	Jun '26
US Large Growth	119.47	0.08%	-3.1%	-3.0%	1.4%	3.4%	10.7%	19.8%	1.1%	80.7%	92.5%	72.0%	148.3%	-7.2%	Jun '26
US Large Value	246.96	-0.4%	0.2%	2.0%	9.3%	13.1%	27.8%	15.7%	17.9%	60.3%	71.0%	59.4%	93.4%	-1.0%	Jul '26

US MidCap Blend	79.92	-0.4%	-1.1%	-0.2%	4.3%	7.2%	16.7%	17.0%	10.6%	65.5%	78.2%	63.0%	110.8%	-1.3%	Jul '26
US MidCap Growth	293.13	-0.06%	-2.5%	-4.3%	3.7%	3.9%	2.5%	10.7%	5.2%	41.5%	27.5%	20.3%	77.5%	-4.4%	Jun '26
US MidCap Value	201.53	-0.6%	-0.1%	2.9%	4.6%	9.3%	23.0%	12.1%	14.2%	49.2%	60.3%	47.6%	78.5%	-0.9%	Jul '26

US Small Blend	294.22	-0.7%	-0.9%	-0.8%	3.5%	6.7%	23.0%	8.9%	14.5%	49.0%	43.0%	37.9%	79.0%	-2.9%	Jun '26
US Small Growth	374.09	-0.7%	-2.1%	-3.8%	5.3%	6.7%	29.3%	12.9%	15.8%	52.9%	27.7%	29.9%	84.4%	-5.0%	Jun '26
US Small Value	220.85	-0.7%	0.6%	1.8%	7.5%	12.1%	37.0%	12.4%	22.2%	57.6%	51.3%	42.7%	79.7%	-1.5%	Jul '26

Foreign Large Blend	102.57	-0.7%	-1.3%	-1.8%	0.9%	3.6%	17.6%	31.6%	6.8%	50.0%	50.5%	46.5%	103.7%	-2.9%	Feb '26
Foreign Growth	118.95	-0.9%	-2.1%	-4.9%	0.1%	0.4%	9.6%	20.7%	4.4%	30.0%	19.1%	15.4%	74.9%	-5.2%	Jun '26
Foreign Value	77.93	-0.7%	-0.7%	1.7%	1.7%	6.5%	25.3%	42.2%	9.1%	71.3%	86.2%	82.8%	134.5%	-2.5%	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	23.04	0.3%	0.7%	0.6%	0.3%	0.5%	0.9%	3.6%	0.7%	18.7%	28.9%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.59	0%	0.1%	-0.1%	0.4%	1.2%	4.1%	5.2%	1.6%	19.2%	25.7%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.39	-0.4%	-0.3%	-0.3%	-0.8%	-0.8%	2.4%	6.9%	-0.9%	20.5%	27.6%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.28	0.10%	0.1%	0.6%	1.6%	2.8%	6.9%	8.9%	3.2%	33.9%	58.3%	51.9%	45.0%	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	58.35	-0.07%	-1.5%	-1.8%	4.3%	8.3%	18.5%	17.7%	9.6%	75.4%	113.7%	104.4%	125.7%	-1.9%	Jul '26
Int’l Min Volatility- Franklin	41.62	-0.5%	0.0%	2.6%	3.1%	10.3%	30.7%	27.1%	13.5%	77.2%	111.1%	102.4%	117.3%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.79	-0.1%	-0.4%	-3.0%	3.0%	6.7%	22.3%	3.0%	14.5%	69.4%	118.2%	113.8%	119.7%	-6.3%	Jun '26
Small Value- Avantis	124.57	-0.6%	0.4%	2.1%	5.8%	13.4%	34.4%	7.4%	22.5%	60.2%	85.0%	65.7%	90.2%	-1.3%	Jul '26
Mid Value- Pacer Cash Cows	64.68	-0.3%	1.3%	4.7%	2.4%	4.7%	18.0%	9.0%	7.8%	36.7%	64.8%	49.0%	61.2%	-1.2%	Jun '26
Growth- S&P Momentum	144.52	0.4%	-5.5%	-9.6%	14.1%	23.2%	27.6%	26.6%	21.5%	160.0%	153.8%	135.9%	190.0%	-10.6%	Jun '26
Invesco S&P Quality	84.53	-0.3%	-2.9%	-5.4%	6.1%	9.9%	19.5%	13.2%	13.1%	69.8%	82.6%	68.2%	121.7%	-6.2%	Jun '26
Rotation Factor- BlackRock	66.91	-0.12%	-1.7%	-1.2%	6.0%	11.0%	21.5%	20.0%	10.3%	87.3%	101.1%	86.5%	152.7%	-1.8%	Jul '26
US Min Volatility- Fidelity	69.87	-0.3%	0.3%	2.4%	2.8%	4.4%	11.6%	11.8%	5.1%	43.1%	54.7%	43.0%	74.4%	-0.8%	May '26
Derivative Income- JPMorgan	56.39	-0.3%	-0.3%	0.5%	-1.2%	-0.4%	6.0%	8.1%	1.2%	26.1%	39.5%	31.1%	49.6%	-3.8%	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	17.30	-0.2%	-0.6%	-0.3%	3.2%	9.5%	10.5%	6.5%	9.4%	30.3%	43.7%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.68	0.3%	-0.1%	-0.3%	1.8%	4.4%	13.4%	16.4%	4.8%	44.7%	76.2%	72.1%	53.8%	-1.6%	Jun '26
Long Short- AQR	20.81	0.6%	-0.3%	-1.0%	4.0%	1.6%	14.6%	34.4%	-1.7%	91.0%	178.2%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	16.23	0.2%	-0.4%	-1.5%	6.1%	11.2%	23.5%	18.3%	11.3%	74.5%	83.7%	88.2%	88.8%	-1.7%	Jun '26
Multi Strategy- Variant	25.91	0%	0.2%	0.4%	1.3%	3.3%	6.6%	7.2%	3.0%	20.8%	43.1%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	74.66	-0.05%	0.0%	0.2%	3.4%	5.6%	13.4%	9.1%	5.3%	44.2%	61.3%	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)	351.99	1.5%	-2.1%	-4.4%	5.9%	7.3%	85.6%	66.0%	12.5%	195.7%	178.2%	144.8%	263.8%	-12.6%	May '26
Meta (Communications)	645.85	-0.02%	-2.3%	11.9%	-3.4%	5.5%	-9.2%	13.1%	-2.1%	121.2%	88.0%	92.3%	410.5%	-18.1%	Aug '25
Amazon (Cyclical)	249.99	1.1%	1.0%	2.3%	0.0%	8.1%	9.0%	5.2%	8.3%	92.3%	39.5%	46.7%	121.4%	-9.1%	May '26
Tesla (Cyclical)	369.57	-3.0%	-6.7%	-7.7%	-4.4%	-14.3%	12.5%	11.4%	-17.8%	42.1%	69.2%	-7.6%	70.1%	-24.6%	Dec '25
Procter & Gamble (Defensive)	149.13	-0.6%	2.1%	-0.8%	5.6%	3.6%	-1.7%	-12.3%	5.6%	4.7%	21.7%	2.7%	32.1%	-13.6%	Dec '24
PepsiCo (Defensive)	135.46	-1.2%	0.0%	-4.6%	-12.6%	-6.9%	-1.7%	-1.8%	-4.8%	-21.7%	1.2%	-10.4%	-10.4%	-23.6%	May '23
Coca-Cola (Defensive)	82.12	0.7%	-1.2%	3.4%	9.9%	14.8%	19.7%	15.6%	18.3%	42.7%	67.3%	57.1%	65.3%	-3.3%	Jul '26
Exxon Mobil (Energy)	148.36	0.7%	2.3%	7.7%	0.7%	12.5%	41.7%	16.0%	24.9%	57.9%	208.7%	172.8%	70.7%	-12.9%	Mar '26
Chevron (Energy)	189.71	1.2%	4.4%	9.3%	2.0%	14.9%	30.9%	10.1%	25.7%	34.4%	131.2%	88.8%	38.9%	-10.2%	Mar '26
JPMorgan Chase (Financial)	338.87	-0.7%	-1.2%	4.2%	8.3%	12.8%	18.2%	37.3%	6.2%	132.6%	150.1%	135.0%	255.6%	-2.3%	Jul '26
Visa (Financial)	360.57	0.6%	1.3%	10.2%	16.6%	11.3%	3.6%	11.8%	3.2%	54.2%	53.6%	68.5%	108.2%	-2.6%	Jun '25
Mastercard (Financial)	547.44	0.7%	1.8%	11.8%	7.1%	3.9%	-0.9%	9.0%	-3.8%	40.0%	48.1%	51.6%	97.2%	-8.2%	Aug '25
Bank of America (Financial)	60.42	-1.4%	-0.3%	7.5%	13.0%	16.7%	29.4%	28.0%	10.5%	102.6%	76.6%	45.7%	121.4%	-1.9%	Jul '26
UnitedHealth (Health)	421.55	-1.1%	-0.9%	5.1%	21.8%	22.2%	52.5%	-33.1%	28.7%	-12.1%	10.4%	-9.5%	-10.0%	-30.1%	Nov '24
Johnson & Johnson (Health)	248.82	-1.7%	-2.0%	8.9%	10.0%	14.7%	54.3%	47.5%	20.9%	58.7%	68.0%	63.9%	69.5%	-6.9%	Jul '26
Eli Lilly (Health)	1146.90	-2.7%	-0.5%	4.4%	27.2%	6.7%	51.5%	40.2%	7.1%	153.6%	406.7%	339.6%	264.1%	-7.2%	Jul '26
Union Pacific (Industrials)	296.25	-1.8%	2.8%	15.3%	17.9%	29.8%	33.5%	3.9%	28.7%	45.4%	51.9%	31.9%	67.3%	-1.8%	Jul '26
Honeywell (Industrials)	226.18	0.5%	1.6%	-1.2%	2.3%	4.3%	4.2%	-6.4%	17.2%	22.7%	14.8%	27.7%	50.4%	-50.3%	Jun '26
Nvidia (IT)	203.28	0.2%	-4.0%	-3.5%	1.7%	10.9%	18.6%	38.9%	9.0%	359.1%	949.7%	576.2%	1670.0%	-13.8%	May '26
Broadcom (IT)	378.16	2.0%	-2.8%	-7.9%	-6.0%	15.3%	32.0%	50.6%	9.5%	336.5%	765.8%	516.7%	828.2%	-21.5%	Jun '26
Adobe (IT)	234.74	-1.1%	6.3%	20.3%	-5.0%	-20.2%	-36.2%	-21.3%	-32.9%	-54.9%	-61.7%	-58.4%	-18.0%	-63.0%	Feb '24
Oracle (IT)	121.38	-4.0%	-5.1%	-34.1%	-33.0%	-29.9%	-49.8%	18.1%	-37.3%	6.5%	44.3%	46.7%	98.7%	-62.7%	Sep '25
salesforce.com (IT)	173.79	1.8%	3.7%	14.5%	-7.1%	-21.4%	-33.3%	-20.2%	-34.2%	-22.7%	-27.2%	-31.0%	23.9%	-52.3%	Dec '24
Linde PLC (Materials)	512.05	-0.2%	-2.0%	0.0%	3.5%	16.9%	10.0%	3.2%	20.5%	37.9%	85.7%	60.2%	97.4%	-6.3%	Jul '26
Sherwin-Williams (Materials)	323.60	-2.3%	-1.5%	0.9%	-3.3%	-9.0%	-4.5%	-3.8%	0.1%	23.3%	19.8%	-0.8%	65.8%	-18.1%	Nov '24
American Tower (Real Estate)	167.06	-1.8%	-1.0%	-5.1%	-4.4%	-5.3%	-24.1%	-0.9%	-3.9%	-0.6%	-31.0%	-33.1%	2.3%	-26.9%	Sep '24
Prologis Inc. (Real Estate)	147.48	-1.5%	3.5%	4.9%	3.9%	13.4%	40.1%	25.1%	16.5%	28.4%	33.3%	1.7%	63.8%	-1.7%	Jul '26
NextEra Energy (Utilities)	88.00	-0.9%	-1.7%	1.4%	-2.9%	5.7%	18.0%	15.5%	10.4%	25.8%	31.3%	7.7%	33.6%	-10.1%	Apr '26
Duke Energy (Utilities)	125.85	0.7%	-0.4%	1.6%	1.0%	7.2%	8.7%	12.7%	9.2%	49.0%	48.0%	44.7%	69.4%	-4.9%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.86	-0.3%	-0.4%	-1.1%	0.5%	1.6%	6.5%	9.4%	2.1%	21.5%	10.4%	10.6%	32.5%	-1.2%	Jun '26
Moderate-60% Stock	68.19	-0.3%	-1.0%	-2.3%	1.7%	4.0%	13.1%	16.4%	5.4%	41.6%	36.7%	32.4%	68.1%	-2.4%	Jun '26
Mod Agg-80% Stock	54.48	-0.4%	-1.3%	-2.0%	3.1%	6.3%	17.4%	19.6%	8.2%	53.3%	49.4%	43.7%	88.8%	-2.4%	Jun '26
Aggressive-90% Stock	33.81	-0.4%	-1.5%	-2.2%	4.6%	9.1%	22.2%	20.9%	11.7%	59.0%	54.1%	46.9%	96.1%	-2.3%	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	65422.14	0.4%	0.7%	4.0%	-14.3%	-26.8%	-44.3%	-6.3%	-25.2%	118.7%	103.7%	40.8%	241.5%	-47.6%	Oct '25
Ethereum	1923.89	1.3%	1.8%	12.5%	-17.4%	-35.4%	-48.9%	-11.0%	-35.2%	1.7%	-3.4%	-48.9%	48.6%	-60.2%	Aug '25
BNB	574.64	0.7%	-1.2%	-0.6%	-9.0%	-34.9%	-25.1%	23.1%	-33.4%	135.7%	96.4%	12.2%	112.1%	-56.1%	Oct '25
Solana	78.16	0.6%	0.5%	12.3%	-9.1%	-39.6%	-60.1%	-34.2%	-37.2%	206.0%	193.6%	-54.1%	150.8%	-70.2%	Jan '25
Bitcoin ETF	36.89	1.5%	0.8%	3.6%	-13.2%	-27.8%	-44.4%	-6.4%	-25.7%	-	-	-	-	-48.3%	Oct '25
Grayscale Bitcoin (hi fee)	50.45	1.5%	0.8%	3.4%	-13.5%	-28.3%	-45.1%	-7.6%	-26.2%	181.0%	114.6%	63.0%	398.2%	-48.7%	Oct '25
Bloomberg Commodities	23.92	0.5%	1.4%	4.3%	-1.0%	14.2%	30.3%	14.9%	22.5%	41.0%	63.1%	55.5%	34.9%	-7.7%	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	5.12	1.1%	0.5%	4.4%	4.5%	5.1%	3.7%	1.1%	5.7%	31.0%	165.2%	153.9%	31.8%	-1.2%	May '26
10yr Treasury rate	4.60	1.3%	0.3%	3.3%	7.1%	8.1%	5.2%	-9.0%	10.4%	19.8%	259.2%	182.4%	17.8%	-7.8%	Oct '23
5yr Treasury rate	4.33	1.3%	0.2%	2.4%	10.7%	13.0%	10.7%	-15.0%	16.3%	5.7%	492.1%	217.1%	5.3%	-12.8%	Oct '23
13-week T-bill	3.70	-0.05%	0.1%	1.3%	3.0%	3.3%	-12.3%	-15.7%	4.5%	-29.4%	8133.3%	6890.6%	4.9%	-30.7%	Oct '23
Crude Oil	82.24	-1.2%	3.7%	7.4%	-10.7%	35.7%	22.4%	-19.9%	43.2%	6.7%	17.0%	8.1%	-5.8%	-27.2%	Apr '26
Gold	4048.60	1.0%	-0.3%	-4.2%	-13.8%	-16.2%	19.0%	64.5%	-6.4%	106.1%	124.6%	125.0%	142.4%	-23.9%	Jan '26
USD/EUR	0.88	-0.01%	0.1%	0.4%	2.9%	2.7%	2.4%	-11.4%	2.9%	-	3.3%	-0.4%	-15.0%	-10.3%	Jan '25
USD/JPY	162.46	-0.02%	0.2%	0.7%	1.9%	2.7%	10.2%	-0.4%	3.9%	-	47.3%	41.1%	10.7%	-0.1%	Jun '26
S&P 500 Volatility Index	18.65	-0.6%	13.0%	13.7%	-4.4%	10.4%	12.0%	-13.8%	24.7%	37.1%	4.1%	12.3%	-44.4%	-64.4%	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	50.44	-0.06%	0.0%	-0.2%	0.0%	0.6%	3.4%	6.1%	0.8%	18.1%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.16	-0.10%	-0.4%	-0.6%	-0.3%	0.1%	5.1%	4.3%	0.5%	9.9%	4.4%	4.8%	16.4%	-1.3%	Feb '26
Interm Bond- Janus MSB	44.69	-0.2%	-0.2%	-0.9%	-1.4%	-0.8%	4.5%	8.8%	-0.5%	13.2%	2.5%	3.1%	19.8%	-2.6%	Feb '26
Interm Bond- Vanguard	75.94	-0.3%	0.0%	-0.8%	-1.5%	-0.9%	2.4%	8.5%	-1.1%	12.5%	-1.1%	1.0%	18.6%	-2.9%	Feb '26
Multisector Bond- Intrepid	8.96	0%	0.1%	0.6%	1.2%	2.3%	6.9%	8.2%	3.0%	30.0%	35.3%	32.0%	38.8%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.90	-0.1%	-0.2%	-0.7%	-0.4%	-0.6%	3.1%	8.2%	0.1%	17.7%	13.8%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	73.08	-0.6%	-0.1%	-3.1%	-2.6%	-2.6%	2.2%	7.2%	-1.9%	8.5%	-15.2%	-13.3%	22.4%	-4.8%	Oct '25
Long CA Muni- PIMCO	9.38	-0.11%	-0.4%	-0.4%	0.0%	0.4%	5.8%	3.3%	0.6%	8.9%	0.5%	0.8%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.06	-0.09%	-0.5%	-0.8%	-0.4%	-0.2%	5.8%	3.4%	0.3%	8.2%	2.0%	2.3%	14.1%	-1.6%	Feb '26

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