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S&P 500

Return

92.9%

[

20.2%

annualized]

Dec 30 2022 - Jul 23 2026

DJIA (Large Value)

Return

56.0%

[

13.3%

annualized]

Dec 30 2022 - Jul 23 2026

Russell 2000 (Small Cap)

Return

66.9%

[

15.5%

annualized]

Dec 30 2022 - Jul 23 2026

Performance Range:

As of Jul 23 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	7408.30	-1.2%	-0.7%	0.7%	3.4%	7.1%	16.4%	16.4%	8.2%	62.7%	67.9%	54.5%	107.1%	-2.6%	Jun '26
DJIA (Large Value)	51711.65	-1.0%	-0.8%	-0.3%	5.0%	5.3%	15.7%	13.0%	7.6%	46.0%	47.5%	41.3%	77.0%	-2.5%	Jul '26
Russell 2000 (Small Cap)	2940.16	-0.7%	-0.7%	-1.6%	5.5%	10.2%	30.6%	11.3%	18.5%	49.6%	33.1%	29.4%	74.2%	-2.8%	Jun '26
NASDAQ Comp (Tech/Growth)	25137.69	-2.2%	-1.5%	-1.3%	1.2%	7.0%	19.4%	20.4%	8.2%	78.8%	69.4%	58.8%	141.3%	-7.2%	Jun '26
Aggregate Bond	97.34	-0.2%	-0.9%	-1.9%	-1.9%	-1.5%	2.3%	7.2%	-1.3%	10.7%	-2.5%	-0.8%	15.9%	-3.1%	Feb '26
Corp Bond	106.26	-0.4%	-1.2%	-2.9%	-2.7%	-2.7%	1.6%	7.9%	-2.1%	11.7%	-5.6%	-3.3%	22.6%	-3.8%	Feb '26
High Yield Bond	79.23	-0.4%	-0.5%	-0.8%	-1.0%	-0.4%	3.4%	8.6%	0.2%	24.5%	17.7%	16.7%	36.6%	-1.3%	May '26
Preferred	30.14	-1.0%	-0.7%	-1.8%	-4.0%	-4.0%	1.3%	4.9%	-1.1%	15.9%	2.2%	0.1%	22.9%	-5.0%	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	50.29	-1.0%	-0.5%	-1.7%	-3.1%	1.1%	11.8%	9.9%	11.4%	26.3%	35.3%	22.5%	57.3%	-5.8%	Feb '26
Consumer Discretionary/Cyclical	108.76	-4.6%	-5.8%	-5.5%	-8.4%	-11.5%	-1.8%	7.4%	-8.7%	29.2%	23.4%	7.2%	61.3%	-12.5%	Jan '26
Financial Services	55.83	-0.4%	-0.8%	3.9%	8.6%	5.7%	6.5%	14.9%	2.5%	63.8%	67.3%	52.0%	95.6%	-1.6%	Jul '26
Real Estate	98.69	-0.3%	-1.3%	1.7%	3.6%	10.2%	10.8%	3.3%	12.7%	26.8%	12.0%	1.4%	48.8%	-1.4%	Jul '26
Communication Services	105.38	-3.5%	-4.8%	-1.1%	-8.8%	-9.6%	-2.0%	23.1%	-10.2%	65.5%	32.5%	40.9%	129.8%	-12.0%	Jan '26
Energy	59.38	0.3%	2.9%	10.8%	4.4%	21.5%	39.1%	7.9%	33.7%	51.5%	191.3%	140.8%	66.8%	-5.1%	Mar '26
Industrials	181.94	1.7%	1.4%	1.0%	5.5%	11.1%	19.8%	19.3%	17.6%	72.6%	88.9%	85.2%	126.4%	-2.0%	Jul '26
Technology	178.45	-1.0%	1.6%	-2.5%	11.4%	23.1%	37.1%	24.6%	24.1%	106.1%	139.5%	110.1%	214.2%	-10.0%	Jun '26
Consumer Staples/Defensive	83.21	-1.4%	-2.3%	-1.5%	0.0%	0.9%	4.4%	1.5%	7.7%	18.1%	32.0%	20.7%	35.0%	-7.0%	Feb '26
Healthcare	161.44	1.3%	0.2%	5.3%	12.0%	2.9%	20.5%	14.5%	4.7%	24.3%	32.5%	24.1%	40.3%	-1.8%	Jul '26
Utilities	46.19	0.6%	2.3%	1.4%	0.0%	9.3%	11.9%	16.0%	9.0%	47.1%	62.3%	48.2%	67.1%	-2.5%	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	154.34	-1.2%	-0.4%	0.1%	2.6%	6.3%	18.3%	22.4%	9.1%	63.9%	63.4%	55.7%	111.6%	-3.5%	Jun '26
MSCI Emerging Markets	64.60	-0.6%	2.1%	-3.9%	1.3%	9.4%	32.0%	34.0%	18.1%	68.9%	37.8%	44.8%	104.0%	-9.3%	Jun '26
FTSE Europe	87.83	-1.4%	-0.9%	1.0%	0.9%	1.5%	13.5%	35.8%	5.5%	51.0%	50.8%	46.1%	114.1%	-2.5%	Feb '26
MSCI Japan	91.10	-1.2%	0.7%	-1.6%	4.3%	7.7%	23.5%	25.9%	12.8%	58.3%	50.5%	50.4%	104.8%	-6.1%	Jun '26
MSCI India	47.63	-1.2%	-2.6%	-4.0%	-3.9%	-7.0%	-11.9%	2.7%	-11.9%	7.7%	15.0%	3.2%	18.6%	-19.0%	Sep '24
MSCI China	53.35	-0.4%	0.8%	3.7%	-7.7%	-15.0%	-8.7%	31.0%	-11.2%	23.3%	-20.4%	-5.7%	44.3%	-19.4%	Oct '25
International Bond	47.71	-0.2%	-0.5%	-1.6%	-0.7%	-0.6%	1.0%	2.9%	-0.4%	11.2%	-0.8%	1.0%	17.0%	-2.4%	Feb '26
iShares Latin America	34.84	-1.6%	2.3%	5.1%	-5.4%	-0.4%	40.1%	52.7%	14.4%	43.1%	64.6%	98.2%	77.8%	-8.6%	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	678.61	-1.2%	-0.7%	0.4%	3.4%	7.4%	17.4%	17.8%	8.6%	68.6%	79.6%	64.2%	117.6%	-2.8%	Jun '26
US Large Growth	118.59	-1.9%	-0.7%	-0.9%	-1.0%	1.4%	9.3%	19.8%	0.3%	78.8%	87.2%	70.8%	146.5%	-7.9%	Jun '26
US Large Value	246.18	-0.5%	-0.7%	2.1%	8.1%	13.1%	25.8%	15.7%	17.5%	59.1%	70.0%	58.9%	92.8%	-1.3%	Jul '26

US MidCap Blend	80.32	-0.2%	0.1%	0.2%	4.7%	8.0%	15.6%	17.0%	11.1%	66.3%	77.7%	63.8%	111.8%	-0.8%	Jul '26
US MidCap Growth	294.68	-0.3%	0.5%	-2.3%	4.0%	4.6%	2.0%	10.7%	5.8%	42.5%	26.2%	20.9%	78.5%	-3.9%	Jun '26
US MidCap Value	202.45	-0.1%	-0.2%	2.1%	5.1%	10.2%	21.4%	12.1%	14.8%	49.5%	61.0%	48.3%	79.3%	-0.5%	Jul '26

US Small Blend	294.75	-0.5%	-0.5%	-0.8%	4.0%	7.7%	21.5%	8.9%	14.7%	49.1%	43.8%	38.2%	79.3%	-2.8%	Jun '26
US Small Growth	374.02	-0.6%	-0.7%	-3.9%	4.4%	7.9%	28.2%	12.9%	15.8%	53.0%	28.7%	29.9%	84.4%	-5.1%	Jun '26
US Small Value	220.58	-0.7%	-0.8%	0.9%	6.6%	13.1%	35.2%	12.4%	22.1%	56.4%	53.6%	42.5%	79.5%	-1.6%	Jul '26

Foreign Large Blend	102.90	-1.3%	-0.4%	0.6%	1.1%	2.9%	15.3%	31.6%	7.2%	50.9%	49.8%	47.0%	104.4%	-2.6%	Feb '26
Foreign Growth	119.11	-1.4%	-0.8%	-2.2%	-0.1%	-0.3%	7.8%	20.7%	4.6%	30.8%	18.0%	15.6%	75.1%	-5.0%	Jun '26
Foreign Value	78.40	-1.3%	-0.1%	3.6%	2.2%	6.2%	22.7%	42.2%	9.8%	72.4%	86.4%	83.9%	135.9%	-1.9%	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	23.03	-0.09%	0.3%	0.7%	0.0%	-0.1%	0.9%	3.6%	0.7%	18.3%	28.5%	26.1%	31.9%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.63	0.04%	0.1%	0.0%	0.4%	1.2%	4.1%	5.2%	1.7%	19.2%	25.9%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.37	-0.05%	-0.5%	0.2%	-0.7%	-0.9%	2.2%	6.9%	-1.0%	20.3%	27.2%	25.7%	32.0%	-1.4%	May '26
Interval CEF- Cliffwater	10.28	0%	0.1%	0.5%	1.5%	2.7%	6.8%	8.9%	3.2%	33.8%	58.1%	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	58.41	-0.9%	0.0%	0.8%	2.5%	7.5%	17.1%	17.7%	9.7%	75.5%	115.0%	104.6%	126.0%	-1.8%	Jul '26
Int’l Min Volatility- Franklin	42.19	-0.5%	0.9%	4.1%	3.9%	12.1%	30.0%	27.1%	15.0%	79.5%	113.2%	105.1%	120.2%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.08	-1.1%	0.9%	-2.4%	3.4%	8.9%	22.6%	3.0%	15.7%	70.0%	122.2%	116.0%	122.0%	-5.4%	Jun '26
Small Value- Avantis	124.83	-0.9%	-0.4%	1.3%	4.9%	15.4%	33.1%	7.4%	22.7%	58.6%	87.4%	66.1%	90.6%	-1.1%	Jul '26
Mid Value- Pacer Cash Cows	63.67	-1.1%	-1.9%	2.3%	1.7%	2.9%	13.7%	9.0%	6.1%	34.0%	61.0%	46.7%	58.7%	-2.8%	Jun '26
Growth- S&P Momentum	149.83	-0.2%	4.1%	-2.6%	13.9%	27.4%	31.9%	26.6%	25.9%	169.0%	158.7%	144.6%	200.6%	-7.3%	Jun '26
Invesco S&P Quality	85.08	-0.05%	0.4%	-2.2%	5.4%	11.2%	18.5%	13.2%	13.8%	70.0%	82.4%	69.3%	123.1%	-5.6%	Jun '26
Rotation Factor- BlackRock	67.21	-0.9%	0.3%	1.1%	5.1%	10.9%	21.0%	20.0%	10.8%	86.8%	99.7%	87.3%	153.8%	-1.4%	Jul '26
US Min Volatility- Fidelity	69.29	-0.7%	-1.1%	2.0%	1.6%	3.1%	9.9%	11.8%	4.3%	41.3%	51.7%	41.8%	73.0%	-1.6%	May '26
Derivative Income- JPMorgan	56.42	-0.4%	-0.2%	0.6%	-0.8%	-0.7%	5.5%	8.1%	1.3%	26.1%	38.4%	31.2%	49.7%	-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	17.40	-0.2%	0.4%	1.3%	3.4%	10.0%	10.2%	6.5%	10.1%	31.2%	44.9%	42.5%	42.0%	-0.3%	Jul '26
Multistrategy- AQR	14.85	-0.1%	1.4%	2.0%	2.3%	5.0%	14.8%	16.4%	6.0%	46.1%	77.6%	74.1%	55.6%	-0.5%	Jun '26
Long Short- AQR	20.98	-1.0%	1.4%	2.2%	3.0%	1.6%	15.5%	34.4%	-0.9%	91.7%	180.3%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	15.30	0.5%	1.7%	1.7%	6.6%	12.8%	26.2%	18.3%	12.9%	76.5%	85.9%	90.9%	91.6%	-0.3%	Jun '26
Multi Strategy- Variant	25.91	0%	0.0%	0.5%	1.3%	3.2%	6.6%	7.2%	3.0%	20.8%	43.0%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	74.74	-0.8%	0.1%	1.1%	2.6%	4.7%	12.8%	9.1%	5.4%	44.4%	60.3%	51.3%	67.3%	-0.8%	Jul '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)	317.69	-7.1%	-8.4%	-8.0%	-7.8%	-3.1%	65.7%	66.0%	1.6%	163.6%	140.8%	120.9%	228.3%	-21.1%	May '26
Meta (Communications)	606.10	-3.4%	-6.2%	8.7%	-10.2%	-7.9%	-15.0%	13.1%	-8.1%	109.5%	65.2%	80.4%	379.1%	-23.1%	Aug '25
Amazon (Cyclical)	233.66	-4.6%	-5.5%	-0.3%	-11.5%	-2.3%	0.6%	5.2%	1.2%	81.4%	27.8%	37.1%	107.0%	-15.0%	May '26
Tesla (Cyclical)	319.69	-14.5%	-16.1%	-14.9%	-15.0%	-28.8%	4.7%	11.4%	-28.9%	18.8%	49.1%	-20.1%	47.2%	-34.7%	Dec '25
Procter & Gamble (Defensive)	146.97	-1.4%	-2.0%	-3.3%	-0.8%	-1.4%	-5.4%	-12.3%	4.1%	2.9%	18.7%	1.2%	30.2%	-14.8%	Dec '24
PepsiCo (Defensive)	134.95	-0.5%	-1.6%	-5.1%	-13.2%	-5.8%	-3.9%	-1.8%	-5.1%	-22.3%	-0.5%	-10.8%	-10.7%	-23.9%	May '23
Coca-Cola (Defensive)	81.17	-1.3%	-0.5%	0.7%	5.9%	12.1%	20.0%	15.6%	16.9%	41.0%	64.0%	55.3%	63.4%	-4.4%	Jul '26
Exxon Mobil (Energy)	156.89	1.6%	6.5%	14.6%	6.1%	17.8%	46.1%	16.0%	32.1%	64.4%	230.6%	188.4%	80.5%	-7.9%	Mar '26
Chevron (Energy)	194.42	0.7%	3.8%	13.4%	5.0%	17.8%	28.8%	10.1%	28.8%	35.1%	139.3%	93.5%	42.4%	-7.9%	Mar '26
JPMorgan Chase (Financial)	349.90	0.5%	2.6%	4.9%	13.5%	18.1%	19.7%	37.3%	9.6%	135.5%	162.0%	142.7%	267.1%	NewNew Peak	Jul '26
Visa (Financial)	351.60	-0.5%	-1.9%	5.8%	13.9%	8.2%	0.1%	11.8%	0.7%	49.4%	46.6%	64.3%	103.1%	-5.1%	Jun '25
Mastercard (Financial)	530.29	-0.3%	-2.4%	7.3%	5.2%	1.2%	-5.5%	9.0%	-6.8%	33.1%	38.7%	46.8%	91.1%	-11.1%	Aug '25
Bank of America (Financial)	61.28	-0.6%	0.0%	6.1%	17.7%	19.2%	28.7%	28.0%	12.0%	101.3%	82.8%	47.7%	124.6%	-0.6%	Jul '26
UnitedHealth (Health)	423.56	-1.8%	-0.6%	4.4%	19.3%	19.8%	55.2%	-33.1%	29.3%	-12.0%	10.1%	-9.1%	-9.5%	-29.8%	Nov '24
Johnson & Johnson (Health)	259.27	1.4%	2.5%	7.6%	14.0%	18.4%	55.8%	47.5%	25.9%	64.5%	72.7%	70.8%	76.6%	-3.0%	Jul '26
Eli Lilly (Health)	1185.87	2.0%	0.6%	6.1%	34.4%	11.8%	48.3%	40.2%	10.7%	163.7%	409.2%	354.5%	276.5%	-4.0%	Jul '26
Union Pacific (Industrials)	304.33	4.0%	0.9%	17.1%	13.3%	33.2%	40.4%	3.9%	32.2%	49.3%	54.0%	35.5%	71.9%	NewNew Peak	Jul '26
Honeywell (Industrials)	246.27	5.7%	9.4%	-45.9%	16.2%	12.4%	18.9%	-6.4%	27.6%	33.1%	26.4%	39.0%	63.8%	-45.9%	Jun '26
Nvidia (IT)	208.76	-1.6%	2.9%	4.9%	0.2%	11.2%	20.2%	38.9%	11.9%	368.3%	969.8%	594.5%	1717.7%	-11.4%	May '26
Broadcom (IT)	392.47	-1.1%	5.8%	2.7%	-7.2%	22.9%	36.7%	50.6%	13.6%	350.6%	790.9%	540.1%	863.3%	-18.5%	Jun '26
Adobe (IT)	212.17	-2.8%	-10.6%	7.9%	-13.6%	-29.5%	-42.9%	-21.3%	-39.4%	-59.5%	-66.1%	-62.4%	-25.9%	-66.6%	Feb '24
Oracle (IT)	120.04	-4.6%	-5.0%	-23.8%	-30.7%	-32.0%	-50.2%	18.1%	-38.0%	5.0%	45.9%	45.1%	96.5%	-63.2%	Sep '25
salesforce.com (IT)	156.93	-3.7%	-8.1%	2.7%	-11.9%	-31.0%	-41.0%	-20.2%	-40.6%	-29.4%	-35.9%	-37.7%	11.9%	-56.9%	Dec '24
Linde PLC (Materials)	506.32	-0.5%	-1.3%	-1.8%	-0.8%	12.5%	8.5%	3.2%	19.1%	36.3%	80.8%	58.4%	95.2%	-7.4%	Jul '26
Sherwin-Williams (Materials)	310.54	-2.9%	-6.3%	-6.8%	-8.0%	-10.7%	-8.1%	-3.8%	-4.0%	18.7%	13.3%	-4.8%	59.1%	-21.4%	Nov '24
American Tower (Real Estate)	164.65	-0.8%	-3.2%	-5.6%	-7.6%	-7.0%	-26.7%	-0.9%	-5.3%	-5.1%	-33.2%	-34.1%	0.9%	-28.0%	Sep '24
Prologis Inc. (Real Estate)	145.12	0.3%	-3.1%	3.0%	2.1%	15.1%	35.6%	25.1%	14.6%	24.8%	30.1%	0.0%	61.2%	-3.3%	Jul '26
NextEra Energy (Utilities)	89.79	0.4%	1.1%	2.5%	-5.8%	6.6%	27.4%	15.5%	12.6%	29.0%	31.7%	9.9%	36.3%	-8.3%	Apr '26
Duke Energy (Utilities)	129.26	1.0%	3.4%	2.2%	2.4%	12.0%	11.7%	12.7%	12.2%	53.1%	50.1%	48.7%	74.0%	-2.3%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.81	-0.4%	-0.6%	-1.1%	-0.1%	1.0%	5.9%	9.4%	1.8%	21.1%	9.7%	10.2%	32.1%	-1.5%	Jun '26
Moderate-60% Stock	68.04	-0.8%	-0.5%	-1.2%	0.7%	3.3%	12.0%	16.4%	5.2%	41.0%	35.6%	32.1%	67.7%	-2.6%	Jun '26
Mod Agg-80% Stock	54.48	-0.9%	-0.4%	-0.2%	2.3%	5.5%	16.2%	19.6%	8.2%	53.0%	48.5%	43.7%	88.8%	-2.4%	Jun '26
Aggressive-90% Stock	33.87	-0.9%	-0.2%	-0.1%	3.5%	8.4%	21.1%	20.9%	11.9%	59.1%	53.2%	47.1%	96.5%	-2.1%	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	65368.60	0.4%	2.3%	7.2%	-15.6%	-27.0%	-44.8%	-6.3%	-25.3%	124.0%	94.7%	40.7%	241.2%	-47.6%	Oct '25
Ethereum	1878.40	-0.06%	2.0%	16.0%	-18.9%	-36.4%	-49.3%	-11.0%	-36.7%	1.5%	-11.6%	-50.1%	45.1%	-61.1%	Aug '25
BNB	569.64	0.4%	0.3%	1.0%	-10.5%	-36.1%	-26.1%	23.1%	-34.0%	138.4%	90.3%	11.2%	110.2%	-56.5%	Oct '25
Solana	75.80	-0.2%	1.1%	11.5%	-12.1%	-40.5%	-58.5%	-34.2%	-39.1%	224.2%	165.8%	-55.5%	143.2%	-71.1%	Jan '25
Bitcoin ETF	36.65	-1.8%	0.8%	8.2%	-16.7%	-27.7%	-45.8%	-6.4%	-26.2%	-	-	-	-	-48.6%	Oct '25
Grayscale Bitcoin (hi fee)	50.19	-1.7%	1.0%	8.1%	-16.9%	-28.1%	-46.4%	-7.6%	-26.6%	189.4%	104.3%	62.1%	395.6%	-49.0%	Oct '25
Bloomberg Commodities	24.63	0.7%	3.4%	11.6%	0.6%	15.3%	34.5%	14.9%	26.1%	43.3%	65.9%	60.1%	38.9%	-4.9%	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	5.17	0.5%	2.1%	6.5%	5.2%	7.0%	4.5%	1.1%	6.8%	31.9%	168.6%	156.5%	33.1%	-0.2%	May '26
10yr Treasury rate	4.70	1.0%	3.6%	6.8%	9.1%	10.9%	6.7%	-9.0%	13.0%	21.9%	265.7%	188.9%	20.5%	-5.7%	Oct '23
5yr Treasury rate	4.46	1.2%	4.4%	6.8%	13.8%	16.2%	12.3%	-15.0%	19.9%	8.1%	521.3%	226.8%	8.5%	-10.1%	Oct '23
13-week T-bill	3.80	1.5%	2.5%	3.0%	5.8%	6.1%	-10.5%	-15.7%	7.1%	-27.6%	8344.4%	7069.8%	7.6%	-28.9%	Oct '23
Crude Oil	92.05	-0.2%	11.6%	30.9%	-2.5%	50.7%	39.4%	-19.9%	60.3%	16.9%	27.7%	21.0%	5.5%	-18.5%	Apr '26
Gold	4034.20	-0.3%	0.5%	1.1%	-14.6%	-18.9%	19.7%	64.5%	-6.7%	105.8%	123.9%	124.2%	141.5%	-24.1%	Jan '26
USD/EUR	0.88	-0.03%	0.5%	-0.3%	3.0%	3.3%	3.3%	-11.4%	3.2%	-2.8%	-	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	163.81	-0.01%	0.9%	1.3%	2.8%	3.4%	11.4%	-0.4%	4.7%	15.7%	-	42.3%	11.6%	NewNew Peak	Jul '26
S&P 500 Volatility Index	18.70	12.4%	-0.4%	0.4%	-0.1%	16.2%	21.5%	-13.8%	25.1%	34.4%	8.7%	12.7%	-44.3%	-64.3%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.37	-0.07%	-0.2%	-0.4%	-0.2%	0.4%	3.3%	6.1%	0.6%	17.9%	17.8%	18.0%	23.2%	-0.6%	Jun '26
Interm Muni- JPMorgan	49.65	-0.6%	-1.1%	-1.8%	-1.5%	-0.9%	4.0%	4.3%	-0.5%	8.7%	3.4%	3.8%	15.2%	-2.3%	Feb '26
Interm Bond- Janus MSB	44.33	-0.3%	-1.0%	-2.1%	-2.4%	-1.6%	3.8%	8.8%	-1.3%	12.5%	1.5%	2.2%	18.8%	-3.4%	Feb '26
Interm Bond- Vanguard	75.42	-0.3%	-0.9%	-1.8%	-2.2%	-1.7%	1.9%	8.5%	-1.8%	12.0%	-2.0%	0.3%	17.8%	-3.6%	Feb '26
Multisector Bond- Intrepid	8.94	-0.11%	-0.2%	0.5%	1.1%	1.9%	6.4%	8.2%	2.7%	29.7%	35.2%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.64	-0.4%	-0.7%	-1.4%	-0.8%	-1.2%	2.3%	8.2%	-0.5%	17.4%	13.1%	13.2%	27.2%	-2.3%	Feb '26
Long Bond- Vanguard	72.26	-0.5%	-1.7%	-4.7%	-3.6%	-4.2%	1.1%	7.2%	-3.0%	7.4%	-16.5%	-14.3%	21.0%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.27	-0.6%	-1.3%	-1.6%	-1.2%	-0.8%	4.6%	3.3%	-0.6%	7.5%	-0.7%	-0.4%	14.4%	-2.2%	Feb '26
Long Muni- iShares	56.47	-0.6%	-1.1%	-1.8%	-1.5%	-1.2%	4.7%	3.4%	-0.8%	6.9%	1.0%	1.2%	12.9%	-2.6%	Feb '26

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