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S&P 500

Return

61.0%

[

18.9%

annualized]

Dec 29 2023 - Sep 29 2026

DJIA (Large Value)

Return

36.4%

[

12.0%

annualized]

Dec 29 2023 - Sep 29 2026

Russell 2000 (Small Cap)

Return

39.1%

[

12.7%

annualized]

Dec 29 2023 - Sep 29 2026

Performance Range:

As of Sep 29 09:50 AM EDT, next update at 10:00 AM

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	7678.75	-0.06%	-1.1%	-0.4%	3.2%	20.6%	15.3%	16.4%	12.2%	79.1%	76.1%	25.0%	54.1%	-1.5%	Aug '26
DJIA (Large Value)	51409.90	-0.1%	-0.9%	-4.0%	-1.5%	13.8%	11.0%	13.0%	7.0%	53.4%	49.5%	15.2%	36.6%	-5.4%	Aug '26
Russell 2000 (Small Cap)	2818.73	0.03%	-2.5%	-5.2%	-6.4%	15.1%	15.7%	11.3%	13.6%	57.9%	26.7%	23.5%	60.1%	-8.1%	Aug '26
NASDAQ Comp (Tech/Growth)	26793.26	-0.10%	-1.7%	1.5%	3.8%	27.9%	18.6%	20.4%	15.3%	102.7%	84.6%	33.6%	75.5%	-1.7%	Sep '26
Aggregate Bond	94.54	-0.12%	-1.8%	-2.7%	-3.9%	-2.1%	-1.9%	7.2%	-2.8%	12.7%	-3.1%	3.3%	2.4%	-4.6%	Feb '26
Corp Bond	102.39	-0.08%	-2.6%	-3.3%	-5.5%	-2.6%	-3.9%	7.9%	-4.2%	14.8%	-6.3%	2.3%	3.7%	-5.8%	Feb '26
High Yield Bond	77.42	-0.2%	-1.6%	-2.4%	-1.8%	1.3%	1.1%	8.6%	-0.1%	25.5%	17.1%	6.5%	11.1%	-2.6%	Aug '26
Preferred	29.56	-0.02%	-1.9%	-2.8%	-2.1%	0.7%	-2.0%	4.9%	-1.2%	17.6%	1.9%	2.1%	10.5%	-5.1%	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	49.36	-0.2%	-2.3%	-6.8%	-2.1%	1.8%	12.7%	9.9%	10.2%	33.1%	35.6%	13.4%	36.6%	-7.6%	Aug '26
Consumer Discretionary/Cyclical	108.85	-0.1%	-3.1%	-6.9%	-6.9%	3.4%	-8.8%	7.4%	-8.3%	38.6%	24.4%	-2.4%	24.9%	-12.0%	Jan '26
Financial Services	54.17	-0.04%	-1.1%	-6.4%	1.2%	14.1%	1.6%	14.9%	0.1%	71.0%	54.7%	6.5%	26.1%	-7.2%	Sep '26
Real Estate	90.86	0.3%	-2.1%	-5.7%	-6.6%	6.3%	3.6%	3.3%	5.6%	35.1%	6.6%	5.5%	20.5%	-9.2%	Jul '26
Communication Services	111.14	-0.04%	-2.1%	-1.3%	3.3%	4.4%	-5.1%	23.1%	-4.7%	75.4%	45.8%	8.2%	31.4%	-6.6%	Jan '26
Energy	61.53	-0.9%	-0.4%	-1.2%	15.5%	-0.3%	40.1%	7.9%	40.3%	49.6%	177.0%	40.9%	68.4%	-6.1%	Sep '26
Industrials	169.95	0.7%	-0.2%	-3.8%	-6.8%	7.3%	12.3%	19.3%	10.4%	74.8%	83.3%	25.1%	48.7%	-8.6%	Aug '26
Technology	194.86	0.2%	-0.7%	5.1%	5.2%	50.3%	39.7%	24.6%	35.8%	142.2%	168.8%	62.5%	118.6%	-1.5%	Jun '26
Consumer Staples/Defensive	81.77	-0.6%	-1.2%	-3.7%	-2.4%	1.4%	7.6%	1.5%	7.3%	28.9%	33.1%	5.0%	11.6%	-7.4%	Feb '26
Healthcare	170.39	-0.5%	0.3%	-0.1%	6.4%	19.9%	27.5%	14.5%	11.4%	39.1%	43.4%	19.9%	31.5%	-2.6%	Aug '26
Utilities	39.61	0.9%	-2.3%	-6.6%	-13.3%	-11.9%	-6.4%	16.0%	-5.3%	46.9%	42.9%	3.6%	13.0%	-15.3%	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	159.43	-0.2%	-1.7%	-1.0%	2.3%	19.2%	17.6%	22.4%	13.4%	81.4%	72.9%	31.6%	57.4%	-1.9%	Aug '26
MSCI Emerging Markets	67.10	-0.2%	-2.9%	-0.1%	-0.5%	22.2%	28.6%	34.0%	23.3%	89.9%	51.1%	54.8%	79.3%	-5.8%	Jun '26
FTSE Europe	87.98	-0.5%	-1.6%	-4.1%	0.1%	12.5%	14.5%	35.8%	7.4%	66.7%	57.2%	32.7%	47.1%	-5.4%	Aug '26
MSCI Japan	96.26	-0.6%	-2.6%	0.4%	3.3%	18.8%	24.8%	25.9%	19.9%	74.3%	52.8%	45.4%	64.2%	-2.6%	Sep '26
MSCI India	46.90	-0.4%	-2.9%	-5.4%	-4.6%	2.3%	-10.1%	2.7%	-13.2%	6.8%	2.9%	-5.8%	-4.6%	-16.0%	Jun '25
MSCI China	52.03	-1.0%	-4.1%	-5.8%	2.5%	-4.5%	-19.1%	31.0%	-12.8%	29.8%	-12.2%	-0.4%	18.4%	-20.9%	Oct '25
International Bond	46.85	0.03%	-0.9%	-1.3%	-2.7%	-0.3%	-0.9%	2.9%	-1.2%	12.2%	-0.4%	1.5%	1.2%	-3.2%	Feb '26
iShares Latin America	34.19	0.03%	-4.5%	-1.3%	1.0%	2.2%	23.1%	52.7%	13.7%	56.4%	84.6%	51.4%	70.0%	-9.1%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	703.21	-0.06%	-1.1%	-0.3%	3.5%	21.3%	16.6%	17.8%	13.1%	86.0%	88.8%	27.4%	56.7%	-1.4%	Aug '26
US Large Growth	125.46	0.2%	-1.0%	2.3%	2.9%	21.8%	8.3%	19.8%	6.3%	98.1%	102.7%	22.8%	58.9%	-2.4%	Jun '26
US Large Value	249.15	-0.4%	-1.4%	-3.2%	3.0%	19.4%	24.5%	15.7%	19.7%	73.1%	72.4%	30.7%	53.0%	-3.6%	Sep '26

US MidCap Blend	79.12	0.2%	-1.7%	-4.1%	-1.7%	12.3%	10.4%	17.0%	9.8%	76.8%	73.8%	22.2%	45.8%	-6.3%	Aug '26
US MidCap Growth	294.84	0.5%	-1.1%	-2.6%	-2.8%	17.2%	1.2%	10.7%	6.1%	54.5%	28.5%	9.2%	37.6%	-6.0%	Aug '26
US MidCap Value	197.17	-0.2%	-1.6%	-4.6%	-0.3%	9.4%	15.6%	12.1%	12.9%	60.9%	55.2%	22.6%	43.3%	-6.1%	Aug '26

US Small Blend	286.97	0.2%	-1.5%	-4.3%	-4.5%	12.6%	14.4%	8.9%	12.3%	58.4%	39.4%	18.3%	51.1%	-6.9%	Aug '26
US Small Growth	358.10	-0.11%	-2.7%	-5.4%	-8.1%	16.8%	12.5%	12.9%	11.2%	62.8%	25.0%	21.8%	60.9%	-9.4%	Aug '26
US Small Value	211.79	0.00%	-2.3%	-4.7%	-3.9%	14.4%	21.9%	12.4%	18.1%	64.7%	43.9%	30.2%	64.8%	-6.5%	Aug '26

Foreign Large Blend	104.54	-0.5%	-1.8%	-3.0%	1.1%	13.2%	16.3%	31.6%	10.6%	66.7%	56.4%	34.7%	50.7%	-3.9%	Aug '26
Foreign Growth	120.43	0.00%	-1.6%	-3.7%	-2.3%	12.8%	8.8%	20.7%	6.5%	47.6%	23.0%	19.2%	38.7%	-5.3%	Aug '26
Foreign Value	79.79	-1.0%	-2.0%	-2.4%	4.2%	14.0%	24.0%	42.2%	14.7%	86.5%	95.3%	50.8%	63.4%	-4.0%	Sep '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	22.96		-0.04%	-0.4%	-0.4%	2.1%	4.1%	2.8%	3.6%	2.8%	19.7%	29.8%	5.7%	9.5%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.69		-0.01%	0.0%	0.4%	1.2%	2.8%	4.8%	5.2%	3.4%	19.4%	27.7%	8.0%	8.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.47		-0.02%	-0.5%	0.3%	2.5%	3.9%	4.3%	6.9%	2.2%	21.8%	30.2%	8.5%	12.4%	-0.5%	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.0%	0.4%	1.5%	3.3%	6.5%	8.9%	4.3%	32.0%	57.1%	11.9%	11.7%	-0.1%	Sep '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	59.27		-0.08%	-1.5%	-1.1%	1.5%	19.4%	15.5%	17.7%	11.8%	87.9%	116.8%	26.0%	55.5%	-2.5%	Aug '26
Int’l Min Volatility- Franklin	41.95		-0.8%	-1.3%	-1.3%	3.9%	8.5%	27.1%	27.1%	17.1%	82.9%	118.5%	42.6%	56.6%	-2.1%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.29	p	EOD	-3.3%	-5.9%	-13.6%	6.6%	5.2%	3.0%	4.2%	57.8%	103.4%	6.5%	35.6%	-14.8%	Jun '26
Small Value- Avantis	119.44		-0.09%	-1.8%	-4.6%	-3.9%	10.1%	21.3%	7.4%	18.2%	60.7%	69.0%	25.9%	62.5%	-6.9%	Aug '26
Mid Value- Pacer Cash Cows	66.88		-0.3%	-2.2%	-7.1%	7.1%	9.2%	19.0%	9.0%	12.4%	43.3%	64.7%	17.7%	45.1%	-7.4%	Sep '26
Growth- S&P Momentum	151.51		0.2%	-1.2%	3.4%	-4.3%	37.8%	26.6%	26.6%	27.7%	170.2%	162.1%	49.0%	85.5%	-6.1%	Jun '26
Invesco S&P Quality	84.64		0.3%	-0.4%	-1.1%	-4.5%	14.7%	17.3%	13.2%	13.7%	75.1%	84.1%	21.1%	45.2%	-5.9%	Jun '26
Rotation Factor- BlackRock	69.42		0.01%	-1.0%	0.0%	3.1%	22.6%	18.6%	20.0%	14.9%	104.1%	109.2%	31.5%	61.8%	-1.4%	Sep '26
US Min Volatility- Fidelity	70.95		0.00%	-1.0%	-2.6%	4.4%	12.6%	9.8%	11.8%	7.5%	52.4%	58.8%	15.0%	33.2%	-3.3%	Aug '26
Derivative Income- JPMorgan	56.51		0%	-0.4%	-1.6%	2.1%	6.1%	7.5%	8.1%	4.2%	33.9%	44.3%	7.9%	24.4%	-2.2%	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	18.27	p	EOD	0.6%	3.4%	6.0%	11.0%	14.6%	6.5%	15.6%	34.6%	48.9%	21.2%	26.6%	-0.6%	Sep '26
Multistrategy- AQR	15.56	p	EOD	0.3%	2.7%	7.1%	8.2%	14.2%	16.4%	11.1%	45.4%	85.6%	22.4%	27.6%	-0.1%	Sep '26
Long Short- AQR	22.58	p	EOD	0.4%	1.8%	11.0%	10.9%	15.5%	34.4%	6.7%	92.0%	199.8%	33.2%	38.7%	-0.4%	Sep '26
Mkt Neutral- BlackRock	15.95	p	EOD	0.6%	3.4%	7.1%	13.1%	21.1%	18.3%	17.7%	80.5%	99.7%	37.9%	31.6%	-0.3%	Sep '26
Multi Strategy- Variant	25.85	p	EOD	0.1%	0.6%	1.8%	3.1%	6.8%	7.2%	4.3%	20.4%	42.7%	10.8%	9.9%	NewNew Peak	Sep '26
Long Short- First Trust	76.74		-0.3%	-0.4%	0.4%	4.2%	10.9%	10.7%	9.1%	8.5%	49.6%	66.6%	14.6%	29.4%	-0.4%	Sep '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)	340.47	-0.7%	-3.0%	-1.7%	-3.7%	24.3%	39.9%	66.0%	9.0%	162.7%	155.8%	84.8%	136.4%	-15.3%	May '26
Meta (Communications)	721.23	0.8%	-2.1%	24.9%	28.3%	37.4%	-2.7%	13.1%	9.5%	142.5%	114.4%	3.1%	42.0%	-8.3%	Aug '25
Amazon (Cyclical)	245.80	-0.1%	-3.6%	-7.7%	2.4%	23.3%	10.6%	5.2%	6.5%	93.4%	48.9%	8.5%	44.0%	-13.5%	Aug '26
Tesla (Cyclical)	352.41	-1.4%	-7.0%	1.0%	-14.4%	-2.6%	-20.5%	11.4%	-21.6%	40.8%	35.3%	-2.3%	58.8%	-28.1%	Dec '25
Procter & Gamble (Defensive)	148.24	-0.5%	0.0%	3.1%	0.6%	5.4%	-0.6%	-12.3%	5.7%	10.0%	18.7%	-7.1%	-2.4%	-12.3%	Mar '25
PepsiCo (Defensive)	127.79	-0.6%	-2.6%	-8.4%	-6.9%	-14.7%	-5.1%	-1.8%	-8.2%	-16.0%	-1.3%	-6.1%	-3.2%	-22.8%	Feb '26
Coca-Cola (Defensive)	87.20	0.02%	-1.6%	-2.2%	6.1%	16.6%	35.6%	15.6%	27.2%	69.8%	90.6%	30.6%	32.8%	-4.6%	Aug '26
Exxon Mobil (Energy)	160.47	-1.3%	1.1%	2.4%	18.7%	-4.9%	44.6%	16.0%	36.0%	50.6%	219.3%	52.5%	66.9%	-5.2%	Sep '26
Chevron (Energy)	204.45	-0.9%	1.0%	1.3%	22.4%	-1.4%	36.1%	10.1%	37.9%	37.5%	141.8%	38.3%	58.8%	-6.1%	Sep '26
JPMorgan Chase (Financial)	337.00	0.12%	-0.9%	-5.8%	2.8%	20.3%	8.8%	37.3%	6.1%	148.2%	130.1%	24.3%	59.1%	-7.7%	Aug '26
Visa (Financial)	367.92	0.05%	1.6%	-3.6%	7.9%	25.0%	9.0%	11.8%	5.5%	63.6%	68.6%	4.8%	20.7%	-4.2%	Aug '26
Mastercard (Financial)	566.65	-0.3%	1.9%	-4.8%	11.4%	17.4%	0.4%	9.0%	-0.3%	45.7%	65.3%	0.6%	19.2%	-5.5%	Aug '26
Bank of America (Financial)	55.33	-0.3%	-1.5%	-10.8%	-3.9%	19.0%	7.8%	28.0%	2.2%	117.1%	45.2%	25.0%	63.2%	-14.2%	Aug '26
UnitedHealth (Health)	373.84	-1.1%	0.2%	-4.3%	-10.4%	46.0%	11.2%	-33.1%	15.5%	-21.0%	2.2%	-23.6%	-29.7%	-35.1%	Apr '25
Johnson & Johnson (Health)	269.83	-0.8%	0.2%	0.7%	4.9%	13.4%	51.9%	47.5%	32.5%	88.7%	89.2%	77.5%	86.9%	-3.1%	Sep '26
Eli Lilly (Health)	1180.21	-0.4%	0.9%	0.5%	-3.9%	34.8%	63.5%	40.2%	10.4%	124.3%	436.1%	37.6%	64.2%	-7.8%	Aug '26
Union Pacific (Industrials)	274.36	0.10%	0.0%	-10.3%	1.1%	16.0%	18.6%	3.9%	20.4%	43.9%	52.3%	15.4%	36.2%	-11.3%	Aug '26
Honeywell (Industrials)	212.43	0.4%	0.3%	-2.3%	-6.5%	-8.4%	4.7%	-6.4%	5.2%	23.8%	10.8%	5.6%	21.1%	-17.6%	Mar '26
Nvidia (IT)	230.06	0.5%	0.5%	5.9%	18.1%	37.6%	26.8%	38.9%	23.6%	430.5%	1026.3%	65.7%	139.5%	-2.2%	May '26
Broadcom (IT)	357.77	2.3%	-1.9%	-2.8%	-3.8%	19.4%	9.9%	50.6%	3.9%	345.0%	698.5%	58.7%	131.9%	-25.5%	Jun '26
Adobe (IT)	231.11	0.04%	-3.0%	-20.7%	12.0%	-1.6%	-35.7%	-21.3%	-34.0%	-54.7%	-60.0%	-49.4%	-32.0%	-50.2%	Feb '25
Oracle (IT)	134.26	1.3%	-10.0%	-11.0%	-8.8%	-3.2%	-52.0%	18.1%	-30.5%	31.3%	57.4%	-24.8%	9.7%	-58.6%	Sep '25
salesforce.com (IT)	225.40	-0.8%	-3.4%	-11.8%	43.0%	26.6%	-7.3%	-20.2%	-14.3%	13.3%	-15.1%	-29.6%	-6.4%	-36.5%	Jan '25
Linde PLC (Materials)	474.13	0.4%	2.0%	-2.8%	-6.9%	-2.8%	0.9%	3.2%	12.3%	32.3%	69.6%	5.0%	17.0%	-13.0%	Jul '26
Sherwin-Williams (Materials)	333.42	0.2%	1.5%	-3.3%	-2.9%	6.2%	-1.8%	-3.8%	3.6%	34.3%	23.6%	-3.7%	7.8%	-10.3%	Sep '25
American Tower (Real Estate)	168.64	0.4%	-3.8%	-4.3%	0.0%	1.4%	-10.0%	-0.9%	-2.1%	13.9%	-27.3%	-5.6%	-13.0%	-24.6%	Jul '25
Prologis Inc. (Real Estate)	132.52	0.06%	-2.5%	-5.1%	-3.8%	4.4%	19.6%	25.1%	6.2%	30.1%	21.4%	15.5%	55.1%	-11.0%	Jul '26
NextEra Energy (Utilities)	75.83	0.5%	-4.3%	-7.3%	-13.8%	-15.8%	2.4%	15.5%	-3.5%	44.7%	10.7%	15.7%	23.6%	-21.4%	Apr '26
Duke Energy (Utilities)	113.72	0.3%	-2.2%	-5.4%	-10.6%	-11.0%	-4.1%	12.7%	-0.4%	44.2%	40.2%	7.2%	3.3%	-13.3%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.55	p	EOD	-2.2%	-2.8%	-3.1%	1.7%	1.6%	9.4%	0.1%	23.2%	9.1%	7.9%	10.7%	-3.2%	Aug '26
Moderate-60% Stock	68.72		-0.1%	-1.6%	-1.7%	-0.1%	10.2%	9.9%	16.4%	7.0%	50.6%	39.5%	20.5%	33.3%	-2.4%	Aug '26
Mod Agg-80% Stock	55.60	p	EOD	-1.5%	-1.4%	0.9%	14.3%	13.9%	19.6%	10.4%	65.0%	53.5%	26.6%	45.1%	-2.2%	Aug '26
Aggressive-90% Stock	34.67	p	EOD	-1.4%	-0.8%	1.1%	18.5%	19.0%	20.9%	14.5%	72.9%	58.2%	31.8%	55.4%	-1.8%	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	84205.24	0.8%	-2.3%	8.2%	40.0%	26.9%	-26.4%	-6.3%	-3.8%	212.9%	102.6%	-12.9%	10.4%	-32.5%	Oct '25
Ethereum	2725.70	1.4%	-1.0%	11.6%	69.3%	36.9%	-35.4%	-11.0%	-8.1%	63.4%	-4.5%	0.4%	85.1%	-43.6%	Aug '25
BNB	763.94	0.02%	-3.1%	10.5%	36.7%	24.6%	-25.9%	23.1%	-11.5%	254.9%	107.6%	16.9%	38.0%	-41.7%	Oct '25
Solana	121.21	2.0%	2.3%	16.4%	61.7%	46.0%	-43.1%	-34.2%	-2.6%	497.1%	-10.4%	-28.3%	14.9%	-53.7%	Jan '25
Bitcoin ETF	47.66	1.0%	-2.4%	8.6%	39.4%	27.4%	-26.6%	-6.4%	-4.0%	-	-	-12.8%	9.3%	-33.1%	Oct '25
Grayscale Bitcoin (hi fee)	65.07	1.0%	-2.3%	8.4%	39.1%	26.7%	-27.5%	-7.6%	-4.8%	275.4%	124.3%	-14.5%	7.4%	-33.9%	Oct '25
Bloomberg Commodities	25.76	-1.0%	-2.2%	1.3%	16.4%	6.9%	39.0%	14.9%	31.9%	52.4%	67.6%	38.4%	53.1%	-3.9%	Sep '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	5.58	0.3%	5.2%	7.1%	14.8%	12.0%	18.6%	1.1%	15.2%	18.4%	166.9%	17.1%	18.3%	NewNew Peak	Sep '26
10yr Treasury rate	5.26	0.3%	5.8%	11.3%	20.1%	18.4%	26.9%	-9.0%	26.2%	14.9%	241.0%	15.9%	23.3%	NewNew Peak	Sep '26
5yr Treasury rate	5.09	0.4%	5.1%	13.5%	22.8%	25.0%	36.0%	-15.0%	36.7%	10.5%	402.8%	16.4%	30.0%	NewNew Peak	Sep '26
13-week T-bill	4.09	0.8%	2.1%	9.7%	11.1%	13.4%	5.9%	-15.7%	15.3%	-22.8%	13533.3%	-3.0%	-2.1%	-4.6%	May '25
Crude Oil	90.65	-2.1%	-4.2%	8.7%	28.1%	-9.0%	42.9%	-19.9%	57.9%	-0.2%	21.1%	25.5%	52.1%	-19.7%	Apr '26
Gold	4191.70	0.9%	-4.2%	-7.5%	3.8%	-6.7%	8.7%	64.4%	-3.4%	124.6%	143.3%	42.8%	40.2%	-21.2%	Jan '26
USD/EUR	0.88	0.2%	0.9%	2.1%	0.7%	1.6%	3.4%	-11.4%	3.5%	-	2.2%	-7.9%	-3.2%	-9.7%	Jan '25
USD/JPY	157.42	0.06%	0.0%	-1.6%	-2.8%	-1.4%	5.9%	-0.4%	0.6%	-	40.6%	3.6%	7.9%	-3.9%	Jul '26
S&P 500 Volatility Index	15.93	-0.9%	12.1%	10.4%	-9.7%	-48.7%	-1.2%	-13.8%	6.6%	-9.1%	-29.4%	4.3%	-69.6%	-69.6%	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	49.88		0.02%	-0.5%	-0.8%	-0.4%	0.9%	2.4%	6.1%	1.1%	17.7%	18.4%	6.5%	5.7%	-0.9%	Aug '26
Interm Muni- JPMorgan	47.36		-0.2%	-2.3%	-4.2%	-5.7%	-3.3%	-2.6%	4.3%	-3.9%	8.8%	0.7%	-0.4%	2.0%	-5.8%	Jul '26
Interm Bond- Janus MSB	42.48		-0.3%	-2.4%	-4.0%	-5.2%	-2.9%	-2.1%	8.8%	-3.7%	14.5%	-0.9%	3.7%	2.6%	-5.8%	Feb '26
Interm Bond- Vanguard	72.89		-0.10%	-1.8%	-3.0%	-4.3%	-2.6%	-2.6%	8.5%	-3.7%	13.5%	-2.6%	3.6%	2.1%	-5.4%	Feb '26
Multisector Bond- Intrepid	8.79	p	EOD	-0.8%	-1.0%	-0.1%	2.6%	3.4%	8.2%	2.2%	27.4%	32.7%	8.8%	11.7%	-1.0%	Aug '26
Int’l Bond- JPMorgan	46.72		0.09%	-1.3%	-2.0%	-2.7%	0.8%	-0.1%	8.2%	-1.2%	17.7%	12.0%	5.1%	5.7%	-3.0%	Feb '26
Long Bond- Vanguard	68.85		-0.2%	-3.9%	-4.4%	-8.0%	-3.5%	-6.6%	7.2%	-5.8%	12.8%	-17.4%	-0.3%	3.2%	-8.6%	Oct '25
Long CA Muni- PIMCO	8.78	p	EOD	-2.9%	-4.8%	-6.4%	-3.7%	-2.5%	4.4%	-4.3%	10.8%	0.6%	-0.7%	2.1%	-6.7%	Jul '26
Long Muni- iShares	53.74		-0.3%	-2.3%	-4.3%	-6.1%	-3.6%	-2.8%	3.4%	-4.6%	6.8%	-2.0%	-0.9%	2.8%	-6.4%	Feb '26

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