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S&P 500

Return

62.5%

[

19.4%

annualized]

Dec 29 2023 - Sep 23 2026

DJIA (Large Value)

Return

37.4%

[

12.3%

annualized]

Dec 29 2023 - Sep 23 2026

Russell 2000 (Small Cap)

Return

42.6%

[

13.9%

annualized]

Dec 29 2023 - Sep 22 2026

Performance Range:

As of Sep 23 09:40 AM EDT, next update at 09:50 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	7752.40	-0.2%	2.7%	1.0%	5.3%	17.8%	16.5%	16.4%	13.2%	79.5%	74.3%	26.2%	55.6%	-0.6%	Aug '26
DJIA (Large Value)	51788.61	-0.1%	0.6%	-2.8%	0.2%	12.1%	11.9%	13.0%	7.8%	52.5%	49.0%	16.0%	37.6%	-4.7%	Aug '26
Russell 2000 (Small Cap)	2889.92	0.5%	1.1%	-4.2%	-2.9%	15.9%	17.6%	11.3%	16.4%	62.7%	27.9%	26.6%	64.1%	-5.8%	Aug '26
NASDAQ Comp (Tech/Growth)	27160.11	-0.3%	4.5%	3.7%	6.1%	23.8%	20.3%	20.4%	16.9%	105.6%	80.4%	35.4%	77.9%	-0.3%	Sep '26
Aggregate Bond	95.99	-0.3%	0.2%	-1.1%	-1.7%	-1.1%	-0.4%	7.2%	-1.3%	13.2%	-2.3%	4.9%	4.0%	-3.1%	Feb '26
Corp Bond	104.74	1.3%	0.3%	-0.7%	-2.7%	-1.2%	-1.8%	7.9%	-2.0%	15.4%	-5.4%	4.6%	6.1%	-3.7%	Feb '26
High Yield Bond	78.50	-0.2%	0.1%	-0.8%	-0.2%	1.8%	2.5%	8.6%	1.3%	26.8%	18.1%	8.0%	12.7%	-1.2%	Aug '26
Preferred	29.99	-0.5%	0.3%	-1.1%	-1.2%	1.2%	-1.3%	4.9%	0.2%	18.7%	2.6%	3.6%	12.1%	-3.7%	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	50.19	-0.7%	0.1%	-5.8%	-0.9%	6.4%	13.4%	9.9%	12.1%	35.6%	36.5%	15.3%	38.9%	-6.0%	Aug '26
Consumer Discretionary/Cyclical	111.25	-1.0%	1.2%	-5.5%	-2.0%	1.5%	-5.7%	7.4%	-6.3%	41.7%	25.9%	-0.2%	27.7%	-10.1%	Jan '26
Financial Services	54.86	0.11%	-1.6%	-4.2%	2.2%	12.1%	3.6%	14.9%	1.4%	70.7%	57.2%	7.9%	27.7%	-6.0%	Sep '26
Real Estate	92.25	0.12%	-1.3%	-6.3%	-4.9%	5.2%	4.0%	3.3%	6.3%	34.2%	4.8%	6.2%	21.3%	-8.6%	Jul '26
Communication Services	112.99	-0.5%	0.3%	1.7%	5.7%	0.8%	-3.4%	23.1%	-3.2%	78.2%	45.6%	10.0%	33.6%	-5.1%	Jan '26
Energy	62.25	0.8%	-2.2%	-1.6%	15.0%	5.8%	43.6%	7.9%	42.0%	53.2%	193.4%	42.6%	70.3%	-5.0%	Sep '26
Industrials	169.99	-0.2%	1.0%	-5.4%	-4.3%	4.8%	12.3%	19.3%	10.5%	74.1%	82.0%	25.1%	48.7%	-8.6%	Aug '26
Technology	195.87	-0.2%	6.6%	7.0%	6.5%	43.4%	40.5%	24.6%	36.5%	142.8%	159.5%	63.3%	119.7%	-1.0%	Jun '26
Consumer Staples/Defensive	82.70	-0.04%	-0.1%	-3.2%	-0.6%	3.3%	8.5%	1.5%	8.5%	27.9%	33.7%	6.2%	12.8%	-6.3%	Feb '26
Healthcare	170.54	0.4%	2.0%	-2.0%	12.5%	18.8%	26.6%	14.5%	11.5%	37.7%	39.6%	20.0%	31.6%	-2.6%	Aug '26
Utilities	40.08	-1.1%	-2.3%	-5.6%	-10.4%	-9.3%	-3.7%	16.0%	-4.2%	38.4%	42.8%	4.8%	14.3%	-14.3%	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	161.35	-0.5%	2.4%	0.3%	4.5%	17.0%	18.8%	22.4%	14.8%	81.8%	70.5%	33.1%	59.3%	-0.7%	Aug '26
MSCI Emerging Markets	68.31	-1.2%	3.9%	1.8%	1.7%	19.8%	30.7%	34.0%	25.5%	90.7%	49.6%	57.6%	82.5%	-4.1%	Jun '26
FTSE Europe	88.49	-1.0%	0.1%	-4.3%	1.8%	11.0%	14.8%	35.8%	8.1%	65.6%	51.9%	33.5%	47.9%	-4.8%	Aug '26
MSCI Japan	97.74	0.2%	0.7%	2.7%	5.4%	17.6%	25.8%	25.9%	21.7%	72.6%	51.1%	47.7%	66.7%	-0.8%	Sep '26
MSCI India	48.35	0.11%	1.9%	-2.6%	-1.5%	1.5%	-8.9%	2.7%	-10.6%	9.5%	3.8%	-2.8%	-1.7%	-13.5%	Jun '25
MSCI China	53.42	-1.5%	2.1%	-4.0%	3.1%	-3.3%	-14.5%	31.0%	-10.5%	31.0%	-11.7%	2.3%	21.5%	-18.8%	Oct '25
International Bond	47.14	-0.2%	0.4%	-0.8%	-1.8%	-0.4%	-0.1%	2.9%	-0.6%	12.1%	-0.2%	2.2%	1.8%	-2.6%	Feb '26
iShares Latin America	35.68	-0.4%	1.9%	2.9%	6.4%	6.7%	27.7%	52.7%	18.7%	61.6%	85.1%	58.0%	77.4%	-5.2%	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	711.59	-0.2%	2.6%	1.1%	5.5%	18.5%	17.7%	17.8%	14.2%	86.5%	86.8%	28.6%	58.1%	-0.5%	Aug '26
US Large Growth	126.36	-0.3%	4.8%	3.3%	5.6%	16.7%	8.8%	19.8%	7.1%	100.1%	97.6%	23.6%	60.0%	-1.7%	Jun '26
US Large Value	252.56	-0.04%	0.6%	-1.5%	5.2%	19.3%	26.6%	15.7%	21.3%	73.9%	73.9%	32.4%	55.1%	-2.3%	Sep '26

US MidCap Blend	80.31	-0.2%	1.0%	-3.2%	1.0%	12.1%	14.0%	17.0%	11.5%	78.8%	73.8%	24.1%	48.0%	-4.9%	Aug '26
US MidCap Growth	297.36	-0.2%	2.7%	-2.7%	-0.9%	13.7%	2.5%	10.7%	6.9%	56.6%	23.7%	10.0%	38.6%	-5.3%	Aug '26
US MidCap Value	201.16	-0.09%	-0.3%	-3.6%	2.5%	10.9%	18.2%	12.1%	14.6%	61.5%	57.6%	24.4%	45.5%	-4.7%	Aug '26

US Small Blend	290.99	-0.5%	0.7%	-4.5%	-1.1%	11.7%	14.7%	8.9%	13.6%	60.9%	39.0%	19.6%	52.7%	-5.9%	Aug '26
US Small Growth	364.55	-0.9%	1.0%	-5.8%	-5.9%	15.5%	13.0%	12.9%	13.2%	66.6%	23.0%	24.0%	63.8%	-7.8%	Aug '26
US Small Value	215.26	-0.3%	-0.3%	-3.9%	-0.7%	15.8%	23.4%	12.4%	20.0%	68.3%	47.0%	32.4%	67.5%	-5.0%	Aug '26

Foreign Large Blend	105.42	-0.6%	0.4%	-2.6%	2.9%	11.7%	17.1%	31.6%	11.5%	65.7%	52.4%	35.8%	52.0%	-3.1%	Aug '26
Foreign Growth	121.19	-0.6%	1.5%	-3.6%	-0.5%	9.7%	9.0%	20.7%	7.2%	46.6%	17.1%	20.0%	39.6%	-4.7%	Aug '26
Foreign Value	80.67	-0.5%	-0.6%	-1.9%	6.3%	13.9%	25.6%	42.2%	16.0%	85.6%	95.1%	52.4%	65.2%	-2.9%	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	23.05		-0.03%	0.2%	0.3%	2.5%	4.2%	3.0%	3.6%	3.2%	19.8%	30.2%	6.1%	9.9%	-0.2%	Sep '26
Ultra Short- Janus AAA CLO	50.69		0.01%	0.1%	0.4%	1.3%	2.6%	4.9%	5.2%	3.4%	19.4%	27.8%	8.0%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.57		0.00%	0.3%	1.0%	2.8%	3.7%	4.8%	6.9%	2.7%	22.2%	30.9%	9.0%	12.9%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.1%	0.6%	1.6%	3.3%	6.7%	8.9%	4.3%	32.2%	57.2%	11.9%	11.7%	NewNew Peak	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	59.99		-0.3%	2.6%	0.5%	3.7%	17.0%	16.6%	17.7%	13.2%	89.5%	119.2%	27.5%	57.3%	-1.3%	Aug '26
Int’l Min Volatility- Franklin	42.23		-0.6%	-0.4%	-0.9%	4.9%	10.3%	28.9%	27.1%	17.9%	81.4%	118.8%	43.5%	57.6%	-1.5%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.09	p	EOD	1.3%	-5.9%	-8.3%	9.0%	9.4%	3.0%	7.5%	65.3%	109.0%	9.8%	39.9%	-12.1%	Jun '26
Small Value- Avantis	120.96		-0.5%	-1.4%	-4.0%	-0.8%	12.6%	22.1%	7.4%	19.7%	65.4%	75.2%	27.5%	64.6%	-5.7%	Aug '26
Mid Value- Pacer Cash Cows	68.25		-0.2%	-1.9%	-4.7%	11.0%	10.8%	21.4%	9.0%	14.7%	47.7%	69.0%	20.1%	48.1%	-5.5%	Sep '26
Growth- S&P Momentum	152.19		-0.7%	6.1%	2.5%	-1.2%	33.3%	26.2%	26.6%	28.3%	170.6%	154.6%	49.7%	86.3%	-5.7%	Jun '26
Invesco S&P Quality	84.62		-0.4%	2.2%	-1.4%	-2.5%	12.1%	16.7%	13.2%	13.6%	74.6%	80.9%	21.1%	45.2%	-5.9%	Jun '26
Rotation Factor- BlackRock	70.03		-0.2%	2.3%	1.6%	5.4%	19.5%	19.8%	20.0%	15.9%	105.9%	105.6%	32.7%	63.2%	-0.5%	Sep '26
US Min Volatility- Fidelity	71.70		-0.4%	0.8%	-1.0%	6.0%	11.6%	10.9%	11.8%	8.7%	52.3%	57.5%	16.2%	34.6%	-2.3%	Aug '26
Derivative Income- JPMorgan	56.71		-0.06%	1.4%	-1.5%	3.6%	4.5%	8.1%	8.1%	4.5%	32.9%	42.8%	8.3%	24.8%	-1.9%	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	18.18	p	EOD	0.5%	3.0%	5.2%	11.1%	14.2%	6.5%	15.0%	34.1%	47.4%	20.6%	26.0%	-0.4%	Sep '26
Multistrategy- AQR	15.58	p	EOD	0.5%	3.1%	6.3%	8.5%	14.8%	16.4%	11.2%	45.1%	86.5%	22.5%	27.7%	NewNew Peak	Sep '26
Long Short- AQR	22.67	p	EOD	1.3%	2.6%	9.1%	10.5%	16.7%	34.4%	7.1%	92.7%	208.3%	33.8%	39.2%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.93	p	EOD	0.6%	3.4%	4.9%	13.2%	22.4%	18.3%	17.6%	81.0%	95.5%	37.7%	31.5%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.82	p	EOD	0.2%	0.7%	1.7%	3.1%	6.7%	7.2%	4.2%	20.4%	42.7%	10.6%	9.8%	NewNew Peak	Sep '26
Long Short- First Trust	76.96		-0.09%	1.3%	1.3%	3.9%	11.0%	11.3%	9.1%	8.8%	51.1%	64.4%	14.9%	29.8%	-0.1%	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)	347.02	-1.2%	1.2%	0.7%	0.3%	15.0%	38.3%	66.0%	11.1%	169.0%	148.1%	88.4%	141.0%	-13.7%	May '26
Meta (Communications)	750.63	1.9%	11.6%	36.6%	33.6%	24.5%	-0.3%	13.1%	14.0%	153.4%	119.0%	7.3%	47.8%	-4.6%	Aug '25
Amazon (Cyclical)	251.74	-1.3%	2.3%	-2.7%	7.5%	19.8%	14.1%	5.2%	9.1%	95.0%	47.4%	11.1%	47.5%	-11.4%	Aug '26
Tesla (Cyclical)	381.13	0.6%	6.4%	5.0%	-0.1%	0.1%	-10.5%	11.4%	-15.3%	55.6%	51.7%	5.7%	71.8%	-22.2%	Dec '25
Procter & Gamble (Defensive)	148.26	0.03%	0.8%	2.5%	-1.0%	4.5%	0.1%	-12.3%	5.8%	5.9%	16.9%	-7.1%	-2.4%	-12.3%	Mar '25
PepsiCo (Defensive)	130.87	-0.2%	-2.6%	-7.8%	-6.9%	-11.4%	-4.0%	-1.8%	-6.0%	-16.8%	-0.1%	-3.8%	-0.9%	-20.9%	Feb '26
Coca-Cola (Defensive)	88.44	-0.2%	0.6%	-2.3%	10.8%	19.2%	36.1%	15.6%	29.0%	67.4%	89.4%	32.5%	34.7%	-3.3%	Aug '26
Exxon Mobil (Energy)	159.80	0.7%	-2.2%	-3.2%	15.1%	0.5%	44.3%	16.0%	35.5%	53.4%	233.6%	51.8%	66.2%	-5.6%	Sep '26
Chevron (Energy)	204.46	1.0%	-3.3%	-0.4%	17.2%	1.4%	35.0%	10.1%	37.9%	39.4%	149.7%	38.3%	58.8%	-6.1%	Sep '26
JPMorgan Chase (Financial)	338.56	-0.4%	-3.0%	-3.7%	1.8%	17.9%	10.3%	37.3%	6.6%	148.2%	138.0%	24.9%	59.9%	-7.3%	Aug '26
Visa (Financial)	366.00	1.1%	-1.3%	-1.4%	11.6%	20.7%	8.9%	11.8%	5.0%	59.3%	66.5%	4.2%	20.1%	-4.7%	Aug '26
Mastercard (Financial)	564.82	1.6%	-0.5%	-2.7%	15.9%	13.3%	-0.3%	9.0%	-0.6%	43.0%	64.3%	0.3%	18.8%	-5.8%	Aug '26
Bank of America (Financial)	56.31	0.2%	-2.8%	-8.3%	-2.3%	19.7%	11.2%	28.0%	4.0%	118.9%	52.6%	27.2%	66.0%	-12.7%	Aug '26
UnitedHealth (Health)	371.15	-0.5%	-1.1%	-4.3%	-8.8%	39.3%	9.6%	-33.1%	14.7%	-21.9%	-0.4%	-24.1%	-30.2%	-35.6%	Apr '25
Johnson & Johnson (Health)	270.71	0.6%	1.3%	0.7%	13.8%	16.2%	56.8%	47.5%	32.9%	83.7%	88.8%	78.1%	87.5%	-2.8%	Sep '26
Eli Lilly (Health)	1172.67	0.2%	3.1%	-6.6%	6.1%	29.2%	58.0%	40.2%	9.6%	117.4%	428.5%	36.7%	63.2%	-8.4%	Aug '26
Union Pacific (Industrials)	275.03	0.2%	-2.1%	-10.3%	6.8%	16.5%	23.2%	3.9%	20.7%	40.4%	52.6%	15.7%	36.5%	-11.0%	Aug '26
Honeywell (Industrials)	211.83	-0.01%	2.0%	-1.9%	-8.9%	-8.7%	4.4%	-6.4%	4.9%	20.1%	8.1%	5.3%	20.7%	-17.9%	Mar '26
Nvidia (IT)	228.24	-0.3%	6.7%	6.4%	14.2%	30.2%	28.2%	38.9%	22.7%	450.2%	919.7%	64.4%	137.6%	-3.0%	May '26
Broadcom (IT)	357.03	-2.1%	5.4%	-2.9%	-5.9%	11.1%	6.1%	50.6%	3.7%	344.8%	673.4%	58.4%	131.5%	-25.6%	Jun '26
Adobe (IT)	241.27	1.3%	-3.7%	-12.4%	22.2%	-2.6%	-33.3%	-21.3%	-31.1%	-53.0%	-61.8%	-47.2%	-29.0%	-48.0%	Feb '25
Oracle (IT)	147.09	-1.4%	2.7%	0.4%	-10.6%	-4.0%	-52.6%	18.1%	-23.8%	39.8%	76.0%	-17.6%	20.2%	-54.7%	Sep '25
salesforce.com (IT)	238.41	2.2%	-4.7%	14.2%	55.7%	23.0%	-1.7%	-20.2%	-9.4%	17.7%	-12.6%	-25.6%	-1.0%	-32.9%	Jan '25
Linde PLC (Materials)	468.19	0.7%	1.3%	-3.7%	-8.3%	-1.4%	-1.1%	3.2%	10.9%	30.4%	61.4%	3.7%	15.5%	-14.1%	Jul '26
Sherwin-Williams (Materials)	325.64	-0.8%	1.3%	-6.0%	1.1%	4.2%	-4.6%	-3.8%	1.2%	31.3%	15.8%	-6.0%	5.3%	-12.4%	Sep '25
American Tower (Real Estate)	174.69	-0.3%	-1.0%	-0.6%	-2.6%	0.9%	-6.6%	-0.9%	1.5%	16.8%	-29.1%	-2.2%	-9.9%	-21.9%	Jul '25
Prologis Inc. (Real Estate)	134.34	-1.1%	0.4%	-4.5%	-6.8%	4.7%	21.1%	25.1%	7.7%	29.7%	20.8%	17.1%	57.2%	-9.8%	Jul '26
NextEra Energy (Utilities)	78.36	-1.1%	-2.5%	-5.6%	-8.7%	-11.9%	11.5%	15.5%	-0.3%	26.5%	10.3%	19.6%	27.7%	-18.7%	Apr '26
Duke Energy (Utilities)	115.24	-0.9%	-2.1%	-3.8%	-7.0%	-7.9%	-3.1%	12.7%	0.9%	38.2%	42.0%	8.6%	4.7%	-12.1%	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	15.89	p	EOD	0.8%	-0.6%	-0.3%	2.9%	3.7%	9.4%	2.3%	25.0%	10.4%	10.2%	13.1%	-1.1%	Aug '26
Moderate-60% Stock	69.53		-0.4%	1.3%	-0.5%	1.9%	9.4%	11.1%	16.4%	8.3%	51.0%	38.5%	21.9%	34.8%	-1.2%	Aug '26
Mod Agg-80% Stock	56.39	p	EOD	2.2%	0.1%	3.3%	13.3%	15.4%	19.6%	12.0%	65.9%	52.4%	28.4%	47.2%	-0.8%	Aug '26
Aggressive-90% Stock	35.12	p	EOD	2.6%	0.3%	3.8%	16.8%	20.4%	20.9%	16.0%	73.6%	56.5%	33.5%	57.5%	-0.5%	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	85741.63	-0.5%	12.6%	9.5%	36.8%	20.9%	-23.5%	-6.3%	-2.0%	222.6%	91.0%	-11.3%	12.4%	-31.3%	Oct '25
Ethereum	2719.31	-1.2%	12.5%	8.1%	63.3%	26.4%	-34.7%	-11.0%	-8.3%	70.7%	-13.8%	0.1%	84.7%	-43.7%	Aug '25
BNB	781.64	-0.8%	7.7%	13.8%	35.3%	22.4%	-23.1%	23.1%	-9.5%	270.2%	103.6%	19.6%	41.2%	-40.3%	Oct '25
Solana	116.96	-1.3%	18.6%	24.9%	67.9%	27.9%	-45.3%	-34.2%	-6.0%	501.7%	-21.9%	-30.8%	10.8%	-55.3%	Jan '25
Bitcoin ETF	48.58	-0.5%	12.9%	11.2%	37.6%	21.3%	-23.4%	-6.4%	-2.1%	-	-	-11.1%	11.5%	-31.8%	Oct '25
Grayscale Bitcoin (hi fee)	66.32	-0.5%	12.9%	11.2%	37.2%	20.5%	-24.3%	-7.6%	-3.0%	288.4%	104.5%	-12.8%	9.4%	-32.6%	Oct '25
Bloomberg Commodities	26.31	-0.1%	-1.0%	3.2%	16.9%	13.9%	43.6%	14.9%	34.7%	53.4%	72.5%	41.3%	56.4%	-1.9%	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	5.32	0.3%	-0.6%	0.8%	7.7%	8.3%	12.2%	1.1%	9.9%	17.6%	176.4%	11.6%	12.8%	-0.9%	Sep '26
10yr Treasury rate	4.99	0.4%	-0.4%	5.3%	11.0%	15.1%	21.1%	-9.0%	19.8%	12.4%	253.8%	10.0%	17.0%	-0.4%	Sep '26
5yr Treasury rate	4.87	0.5%	0.1%	10.0%	14.2%	23.2%	32.3%	-15.0%	30.7%	6.5%	423.8%	11.4%	24.3%	NewNew Peak	Sep '26
13-week T-bill	4.01	0%	0.9%	8.0%	8.5%	10.9%	4.2%	-15.7%	12.9%	-24.5%	15920.0%	-5.0%	-4.1%	-6.5%	May '25
Crude Oil	91.10	-3.7%	-11.1%	4.6%	24.4%	3.4%	43.7%	-19.9%	58.7%	1.2%	24.3%	26.1%	52.9%	-19.3%	Apr '26
Gold	4347.50	-0.7%	-0.9%	-7.1%	4.8%	-1.4%	13.9%	64.4%	0.1%	123.5%	148.5%	48.1%	45.4%	-18.3%	Jan '26
USD/EUR	0.88	0.3%	0.5%	2.3%	-0.3%	1.3%	3.5%	-11.4%	2.9%	-	2.8%	-8.5%	-3.8%	-10.3%	Jan '25
USD/JPY	157.91	0.3%	1.2%	-0.6%	-2.3%	-0.8%	7.0%	-0.4%	1.0%	-	43.1%	3.9%	8.3%	-3.6%	Jul '26
S&P 500 Volatility Index	14.28	0.5%	-19.4%	-5.6%	-26.7%	-45.4%	-14.2%	-13.8%	-4.5%	-17.0%	-23.3%	-6.5%	-72.7%	-72.7%	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	50.09		0.1%	0.1%	-0.4%	0.2%	1.2%	2.7%	6.1%	1.6%	17.9%	18.7%	6.9%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.43		-0.12%	-0.1%	-2.2%	-3.2%	-1.7%	-0.6%	4.3%	-1.8%	9.9%	2.5%	1.9%	4.3%	-3.6%	Jul '26
Interm Bond- Janus MSB	43.43		-0.2%	0.2%	-1.7%	-2.3%	-1.5%	0.0%	8.8%	-1.6%	15.4%	1.3%	6.0%	4.9%	-3.7%	Feb '26
Interm Bond- Vanguard	73.99		-0.3%	0.1%	-1.5%	-2.1%	-1.8%	-1.4%	8.5%	-2.2%	14.3%	-1.8%	5.2%	3.6%	-4.0%	Feb '26
Multisector Bond- Intrepid	8.86	p	EOD	0.1%	-0.1%	0.9%	3.0%	4.3%	8.2%	3.0%	28.4%	33.6%	9.7%	12.6%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.17		-0.3%	0.4%	-1.1%	-1.3%	1.1%	0.7%	8.2%	-0.2%	18.1%	12.9%	6.1%	6.7%	-2.1%	Feb '26
Long Bond- Vanguard	71.27		-0.6%	0.5%	-0.1%	-3.9%	-1.3%	-3.2%	7.2%	-2.5%	13.5%	-16.4%	3.3%	6.8%	-5.4%	Oct '25
Long CA Muni- PIMCO	9.04	p	EOD	0.1%	-2.2%	-3.3%	-1.4%	0.2%	4.4%	-1.5%	13.0%	3.0%	2.3%	5.1%	-3.9%	Jul '26
Long Muni- iShares	54.99		-0.08%	-0.2%	-2.4%	-3.6%	-2.1%	-0.7%	3.4%	-2.4%	8.0%	-0.2%	1.4%	5.2%	-4.2%	Feb '26

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