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S&P 500

Return

84.3%

[

12.9%

annualized]

Dec 31 2020 - Jan 08 2026

-0.3%

Below
Peak
Jan '26

DJIA (Large Value)

Return

61.0%

[

9.9%

annualized]

Dec 31 2020 - Jan 08 2026

-0.4%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

31.9%

[

5.7%

annualized]

Dec 31 2020 - Jan 08 2026

New Peak

Performance Range:

As of Jan 08 11:10 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	6921.46	0.01%	0.9%	1.2%	2.8%	10.5%	17.0%	16.4%	1.1%	77.8%	81.0%	44.3%	93.5%	-0.3%	Jan '26
DJIA (Large Value)	49266.11	0.6%	1.8%	3.6%	6.3%	10.8%	15.6%	13.0%	2.5%	47.0%	58.4%	34.7%	68.7%	-0.4%	Jan '26
Russell 2000 (Small Cap)	2603.91	1.1%	3.8%	3.1%	5.5%	15.6%	16.3%	11.3%	4.9%	45.0%	24.5%	14.6%	54.3%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23480.02	-0.4%	1.1%	-0.4%	2.0%	13.9%	20.5%	20.4%	1.0%	120.8%	77.9%	48.3%	125.4%	-2.0%	Oct '25
Aggregate Bond	99.94	-0.2%	0.1%	0.5%	0.9%	3.5%	7.7%	7.2%	0.1%	12.1%	-1.0%	0.5%	17.4%	-0.4%	Nov '25
Corp Bond	110.24	-0.3%	0.1%	0.2%	0.4%	3.7%	8.8%	7.9%	0.0%	15.2%	-2.4%	-1.2%	25.3%	-1.3%	Oct '25
High Yield Bond	80.94	0.07%	0.3%	1.1%	2.1%	3.9%	8.6%	8.6%	0.4%	27.5%	21.2%	16.9%	36.8%	New Peak	Jan '26
Preferred	31.38	-0.10%	0.4%	1.9%	1.1%	3.6%	6.1%	4.9%	1.4%	19.0%	10.7%	2.6%	26.0%	-0.5%	Sep '25

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	47.50	1.8%	3.0%	10.0%	7.7%	4.5%	15.1%	9.9%	4.7%	24.6%	37.1%	15.2%	47.9%	-0.2%	Oct '24
Consumer Discretionary/Cyclical	122.92	1.7%	3.9%	4.4%	4.7%	12.7%	11.2%	7.4%	2.9%	89.8%	51.6%	21.0%	81.9%	New Peak	Jan '26
Financial Services	55.90	0.5%	1.8%	5.3%	5.2%	7.4%	16.9%	14.9%	2.1%	66.4%	97.1%	51.5%	94.9%	-0.9%	Jan '26
Real Estate	89.29	0.9%	0.9%	1.4%	0.9%	2.0%	5.8%	3.2%	0.9%	19.4%	29.4%	-9.2%	33.2%	-5.0%	Nov '24
Communication Services	117.48	0.3%	0.5%	1.3%	2.6%	10.5%	22.3%	23.1%	-0.2%	140.4%	82.9%	56.6%	155.4%	-1.0%	Sep '25
Energy	46.55	3.1%	2.0%	2.7%	7.0%	7.5%	9.3%	7.9%	4.1%	18.1%	171.5%	87.8%	29.9%	-0.7%	Jan '26
Industrials	160.17	0.8%	1.4%	4.9%	4.8%	7.7%	22.2%	19.3%	3.3%	66.9%	92.9%	62.6%	98.8%	-1.1%	Jan '26
Technology	144.24	-1.6%	0.0%	-2.4%	-0.4%	12.2%	24.1%	24.6%	0.2%	133.6%	129.4%	69.6%	153.6%	-5.0%	Oct '25
Consumer Staples/Defensive	78.44	2.4%	1.0%	1.4%	1.3%	-1.5%	4.1%	1.5%	1.0%	13.3%	33.7%	13.2%	26.6%	-4.3%	Aug '25
Healthcare	158.12	-1.0%	1.7%	5.9%	10.1%	17.7%	14.6%	14.5%	2.1%	24.6%	45.9%	21.0%	36.9%	-1.0%	Jan '26
Utilities	41.99	0.3%	-2.8%	-1.0%	-6.6%	4.0%	13.6%	16.0%	-1.6%	28.8%	56.9%	33.8%	50.9%	-8.9%	Oct '25

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	143.77	-0.03%	0.9%	2.4%	4.1%	11.9%	23.7%	22.4%	1.6%	73.8%	68.0%	45.0%	97.1%	-0.4%	Jan '26
MSCI Emerging Markets	56.87	0.04%	1.1%	5.8%	7.0%	19.5%	39.3%	34.0%	3.9%	51.7%	16.8%	27.4%	79.5%	-0.7%	Jan '26
FTSE Europe	85.18	-0.01%	0.7%	5.4%	7.3%	9.6%	37.1%	35.8%	1.9%	60.4%	59.7%	41.0%	106.6%	-0.3%	Jan '26
MSCI Japan	82.86	-0.07%	1.9%	3.2%	5.4%	17.3%	29.1%	25.8%	2.6%	64.9%	34.9%	36.7%	86.1%	-0.3%	Jan '26
MSCI India	53.72	-0.9%	-1.5%	0.8%	1.7%	-3.5%	2.7%	2.7%	-0.6%	28.6%	38.5%	16.4%	33.7%	-8.6%	Sep '24
MSCI China	62.28	0.6%	0.1%	2.8%	-3.2%	15.5%	41.7%	31.0%	3.7%	28.5%	-18.7%	9.6%	68.4%	-5.9%	Oct '25
International Bond	48.53	0%	0.5%	0.5%	0.6%	1.5%	4.0%	2.9%	0.4%	14.6%	-0.5%	1.9%	17.9%	-0.4%	Oct '25
iShares Latin America	31.67	0.7%	2.7%	5.2%	16.2%	25.0%	55.7%	52.6%	4.0%	57.1%	47.9%	79.7%	61.4%	-0.3%	Jan '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	634.06	-0.02%	0.9%	1.2%	3.0%	11.2%	18.4%	17.8%	1.1%	85.4%	94.4%	53.0%	102.6%	-0.3%	Jan '26
US Large Growth	473.28	-0.8%	0.3%	-1.0%	-0.2%	10.6%	17.5%	18.3%	0.0%	122.7%	99.8%	57.6%	131.5%	-3.7%	Oct '25
US Large Value	216.14	0.8%	1.9%	4.1%	6.6%	11.2%	18.2%	15.7%	2.8%	48.0%	69.2%	38.9%	68.6%	-0.2%	Jan '26

US MidCap Blend	297.01	0.4%	1.5%	2.4%	1.7%	5.6%	13.3%	11.6%	2.3%	49.4%	50.3%	24.9%	66.6%	-0.8%	Jan '26
US MidCap Growth	283.87	-0.7%	0.9%	0.4%	-3.8%	-0.7%	10.6%	10.7%	1.7%	59.1%	34.4%	16.2%	71.6%	-4.6%	Oct '25
US MidCap Value	182.37	1.2%	1.9%	3.7%	6.0%	10.4%	15.1%	12.1%	2.8%	40.0%	66.4%	32.8%	60.6%	-0.1%	Jan '26

US Small Blend	269.23	0.7%	2.9%	4.2%	5.7%	11.3%	12.8%	8.9%	4.4%	49.7%	42.1%	25.7%	63.1%	-0.1%	Jan '26
US Small Growth	339.18	0.8%	3.7%	2.5%	4.0%	16.2%	17.2%	12.9%	5.0%	58.5%	15.4%	17.7%	67.1%	New Peak	Jan '26
US Small Value	189.97	1.4%	3.9%	3.8%	7.5%	16.2%	18.2%	12.4%	4.8%	42.2%	49.6%	22.3%	54.1%	New Peak	Jan '26

Foreign Large Blend	97.94	0.01%	0.9%	4.5%	6.1%	11.0%	33.1%	31.5%	2.0%	57.7%	51.1%	39.8%	94.4%	-0.4%	Jan '26
Foreign Growth	117.58	-0.2%	2.1%	4.6%	3.4%	6.7%	23.1%	20.7%	3.2%	42.4%	23.7%	14.1%	72.8%	-0.3%	Jan '26
Foreign Value	72.22	0.4%	0.1%	4.8%	9.0%	15.1%	43.1%	42.2%	1.1%	73.7%	80.9%	69.2%	117.1%	-0.5%	Jan '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	23.48	0%	0.2%	-0.1%	0.9%	0.7%	3.5%	3.6%	0.3%	27.1%	30.4%	25.6%	31.4%	-0.4%	Sep '25
Ultra Short- Janus AAA CLO	50.62	-0.02%	0.0%	0.7%	1.3%	2.7%	5.2%	5.2%	0.1%	21.9%	24.3%	22.7%	25.0%	New Peak	Jan '26
Bank Loan- Invesco	21.05	0.05%	0.2%	0.8%	2.6%	3.8%	6.9%	6.9%	0.2%	27.4%	29.1%	27.2%	33.6%	New Peak	Jan '26
Interval CEF- Cliffwater	10.45	0%	0.1%	6.3%	7.8%	10.0%	15.0%	8.9%	5.8%	45.7%	71.4%	55.8%	48.7%	New Peak	Jan '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	54.10	0%	0.7%	2.2%	3.6%	10.4%	17.7%	17.7%	1.4%	88.0%	128.1%	89.1%	108.8%	-0.7%	Jan '26
Int’l Min Volatility- Franklin	37.20	0.5%	-0.2%	2.8%	7.9%	15.5%	27.8%	27.1%	1.0%	70.2%	107.1%	80.3%	93.5%	-0.2%	Jan '26
MidCap 30 - Hennessy (hi fee)	25.20	0.3%	-7.3%	339.7%	355.8%	364.8%	355.6%	3.0%	343.7%	700.9%	899.8%	728.3%	751.4%	-7.3%	Jan '26
Small Value- Avantis	107.15	1.9%	3.9%	4.5%	9.0%	13.9%	13.4%	7.4%	5.1%	47.7%	91.1%	42.2%	63.2%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	61.92	1.2%	2.4%	3.7%	9.8%	11.1%	11.3%	9.0%	2.9%	38.6%	95.3%	42.2%	53.8%	New Peak	Jan '26
Growth- S&P Momentum	119.02	-1.0%	-0.5%	-1.2%	-2.0%	6.6%	24.1%	26.6%	-0.3%	119.2%	135.6%	93.8%	138.2%	-3.9%	Oct '25
Invesco S&P Quality	76.47	0.05%	1.4%	3.0%	4.3%	7.1%	15.0%	13.3%	1.9%	77.5%	90.8%	51.6%	99.8%	-1.0%	Jan '26
Rotation Factor- BlackRock	61.17	-0.3%	0.5%	0.7%	3.2%	12.1%	19.8%	20.0%	0.6%	112.0%	107.9%	70.0%	130.4%	-0.8%	Dec '25
US Min Volatility- Fidelity	67.44	0.5%	1.1%	1.3%	2.9%	7.3%	13.1%	11.8%	1.0%	51.9%	67.6%	37.4%	67.6%	-0.3%	Nov '25
Derivative Income- JPMorgan	58.04	0.5%	1.3%	2.5%	4.3%	6.2%	8.9%	8.1%	1.4%	34.2%	58.9%	31.4%	49.9%	New Peak	Jan '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	15.82	0%	-50.0%	-47.6%	-48.0%	-46.4%	-44.4%	6.5%	-47.7%	-34.6%	-31.8%	-32.3%	-32.5%	-50.0%	Jan '26
Multistrategy- AQR	14.14	-0.1%	69.2%	209.4%	213.4%	228.0%	251.8%	16.4%	204.4%	336.3%	446.3%	399.9%	346.8%	-0.1%	Jan '26
Long Short- AQR	21.11	-0.6%	17.4%	38.2%	45.8%	54.5%	77.7%	34.4%	34.5%	189.3%	336.2%	247.2%	231.1%	-0.6%	Jan '26
Mkt Neutral- BlackRock	14.79	-0.07%	124.0%	441.7%	460.6%	486.7%	516.4%	18.3%	433.9%	772.4%	823.1%	802.6%	805.8%	-0.1%	Jan '26
Multi Strategy- Variant	26.32	0%	-12.1%	-19.0%	-18.0%	-16.4%	-13.8%	7.2%	-19.4%	-1.0%	20.6%	7.8%	1.1%	-19.4%	Dec '25
Long Short- First Trust	71.18	-0.06%	0.2%	0.3%	3.2%	8.6%	7.9%	9.1%	0.3%	51.5%	67.2%	44.0%	59.2%	-0.8%	Dec '25

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)	325.44	1.1%	3.3%	2.6%	34.8%	84.5%	68.5%	66.0%	4.0%	272.5%	264.8%	126.2%	236.1%	New Peak	Jan '26
Meta (Communications)	646.06	-0.4%	-0.7%	-1.6%	-11.9%	-11.7%	6.1%	13.1%	-2.1%	402.5%	143.1%	92.2%	410.3%	-18.1%	Aug '25
Amazon (Cyclical)	246.29	2.0%	8.7%	8.1%	8.1%	10.7%	10.9%	5.2%	6.7%	181.9%	54.8%	44.5%	118.1%	-3.0%	Nov '25
Tesla (Cyclical)	435.80	1.0%	-0.5%	-2.1%	0.1%	47.3%	10.3%	11.4%	-3.1%	263.9%	48.6%	9.0%	100.6%	-11.0%	Dec '25
Procter & Gamble (Defensive)	141.53	2.5%	-0.2%	1.4%	-5.4%	-8.9%	-10.4%	-12.3%	-1.2%	0.4%	15.6%	-4.0%	23.6%	-19.2%	Dec '24
PepsiCo (Defensive)	139.37	1.7%	-2.0%	-3.6%	-2.7%	5.7%	-1.1%	-1.8%	-2.9%	-14.2%	12.8%	-8.7%	-8.6%	-22.1%	May '23
Coca-Cola (Defensive)	69.37	2.7%	0.4%	-1.0%	5.3%	1.3%	15.7%	15.6%	-0.8%	21.3%	57.9%	31.8%	38.7%	-4.5%	Nov '25
Exxon Mobil (Energy)	122.91	3.7%	0.2%	3.9%	9.8%	10.0%	19.2%	16.0%	2.1%	25.6%	230.8%	123.0%	39.6%	-2.0%	Jan '26
Chevron (Energy)	159.25	2.6%	2.1%	7.2%	6.2%	6.4%	10.9%	10.1%	4.5%	3.1%	116.2%	56.9%	15.5%	-3.8%	Jan '23
JPMorgan Chase (Financial)	329.79	0.9%	1.8%	9.7%	7.9%	17.0%	37.8%	37.3%	2.3%	156.6%	174.1%	126.5%	242.7%	-1.4%	Jan '26
Visa (Financial)	352.23	-1.0%	1.7%	7.9%	1.7%	-1.2%	13.5%	11.8%	0.4%	64.8%	69.5%	63.9%	102.6%	-5.3%	Jun '25
Mastercard (Financial)	580.07	0.03%	3.0%	7.9%	2.7%	2.8%	13.0%	9.0%	1.6%	58.9%	68.4%	60.1%	108.3%	-3.0%	Aug '25
Bank of America (Financial)	56.18	1.0%	0.4%	4.9%	13.4%	21.2%	24.4%	28.0%	2.1%	79.3%	94.9%	34.7%	104.7%	-1.9%	Jan '26
UnitedHealth (Health)	346.85	1.5%	3.1%	7.2%	-5.0%	16.0%	-32.2%	-33.1%	5.1%	-25.2%	3.6%	-26.1%	-26.5%	-42.9%	Nov '24
Johnson & Johnson (Health)	205.75	-0.8%	-0.8%	2.9%	8.4%	33.5%	49.0%	47.5%	-0.6%	28.4%	48.2%	34.9%	39.4%	-3.9%	Dec '25
Eli Lilly (Health)	1085.19	-2.1%	0.4%	10.5%	27.1%	38.4%	38.9%	40.2%	1.0%	217.7%	587.2%	314.6%	243.3%	-2.2%	Nov '25
Union Pacific (Industrials)	229.85	2.4%	-0.9%	-0.7%	-0.1%	-1.6%	1.5%	3.9%	-0.6%	16.6%	17.5%	1.8%	29.2%	-7.6%	Aug '24
Honeywell (Industrials)	205.24	2.9%	4.8%	7.9%	7.3%	-7.8%	1.1%	-6.4%	5.2%	10.3%	14.8%	14.6%	35.1%	-8.4%	Jul '25
Nvidia (IT)	185.04	-2.2%	-2.0%	0.0%	-3.9%	13.6%	32.1%	38.9%	-0.8%	1085.2%	1297.6%	515.5%	1511.1%	-10.6%	Oct '25
Broadcom (IT)	332.48	-3.2%	-4.4%	-18.0%	-3.5%	20.1%	46.3%	50.6%	-3.9%	502.8%	729.3%	441.1%	714.4%	-19.3%	Dec '25
Adobe (IT)	339.04	0.3%	1.7%	-1.5%	-2.4%	-9.2%	-19.2%	-21.3%	-3.1%	-0.9%	-30.1%	-39.9%	18.5%	-46.6%	Feb '24
Oracle (IT)	189.65	-1.7%	-3.1%	-14.4%	-36.1%	-19.3%	17.4%	18.1%	-2.7%	126.9%	219.6%	127.8%	208.6%	-42.1%	Sep '25
salesforce.com (IT)	260.53	-2.1%	2.7%	0.0%	6.4%	-3.5%	-19.8%	-20.2%	-1.7%	79.3%	18.8%	3.2%	85.3%	-28.6%	Dec '24
Linde PLC (Materials)	439.69	1.3%	2.5%	12.6%	-3.7%	-6.1%	6.1%	3.2%	3.1%	42.0%	74.2%	37.1%	69.0%	-8.7%	Sep '25
Sherwin-Williams (Materials)	341.03	2.9%	4.0%	6.2%	2.6%	-2.6%	1.9%	-3.8%	5.2%	48.5%	46.8%	4.3%	74.3%	-13.9%	Nov '24
American Tower (Real Estate)	170.33	0.5%	-2.6%	-4.2%	-7.2%	-21.8%	-1.6%	-0.9%	-3.0%	-14.0%	-11.2%	-32.5%	3.3%	-26.2%	Sep '24
Prologis Inc. (Real Estate)	128.39	1.2%	-0.5%	1.5%	13.1%	22.7%	26.0%	25.1%	0.6%	21.6%	52.9%	-12.2%	41.5%	-1.0%	Jan '26
NextEra Energy (Utilities)	79.49	1.4%	-1.8%	-0.2%	-4.4%	9.5%	16.0%	15.5%	-1.0%	3.2%	11.3%	-3.4%	19.8%	-7.9%	Nov '25
Duke Energy (Utilities)	117.32	1.0%	-0.1%	1.8%	-5.1%	1.9%	12.3%	12.7%	0.1%	25.6%	58.5%	32.6%	55.3%	-8.3%	Oct '25

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	15.84	-0.13%	21.6%	70.0%	71.1%	76.5%	85.6%	9.4%	69.2%	107.6%	86.2%	83.2%	119.5%	-0.1%	Jan '26
Moderate-60% Stock	65.71	-0.06%	0.6%	1.8%	3.0%	8.4%	17.5%	16.4%	1.1%	46.4%	39.1%	27.0%	61.2%	-0.2%	Jan '26
Mod Agg-80% Stock	51.50	0%	30.2%	172.1%	175.7%	193.7%	221.5%	19.6%	169.8%	322.5%	301.9%	258.3%	370.8%	-0.3%	Jan '26
Aggressive-90% Stock	30.80	-0.06%	31.1%	200.6%	205.1%	226.5%	256.9%	20.9%	197.4%	370.2%	348.9%	291.1%	422.3%	-0.5%	Jan '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	91049.83	-0.3%	1.2%	-1.8%	-25.2%	-18.2%	-4.2%	-6.3%	4.0%	429.5%	123.2%	96.0%	375.3%	-27.0%	Oct '25
Ethereum	3116.58	-1.6%	-0.3%	-6.2%	-28.7%	12.5%	-6.3%	-11.0%	5.0%	135.8%	154.6%	-17.1%	140.7%	-35.5%	Aug '25
BNB	895.20	-0.5%	1.6%	-0.4%	-28.7%	33.8%	28.7%	23.1%	3.7%	228.3%	2011.6%	74.8%	230.4%	-31.7%	Oct '25
Solana	140.59	3.1%	6.4%	2.0%	-36.4%	-10.6%	-28.8%	-34.2%	12.9%	762.4%	4266.4%	-17.4%	351.1%	-46.3%	Jan '25
Bitcoin ETF	51.52	-0.04%	1.1%	-2.5%	-25.1%	-19.0%	-3.4%	-6.4%	3.8%	-	-	-	-	-27.7%	Oct '25
Grayscale Bitcoin (hi fee)	70.96	-0.06%	1.2%	-2.6%	-25.2%	-19.4%	-4.7%	-7.6%	3.8%	714.0%	76.8%	129.2%	600.7%	-27.9%	Oct '25
Bloomberg Commodities	19.97	0.3%	2.1%	2.6%	6.9%	11.0%	16.7%	15.1%	2.3%	17.5%	61.3%	29.9%	12.6%	-0.6%	Jan '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	4.86	0.9%	-0.1%	1.0%	2.6%	-0.4%	-1.5%	1.1%	0.4%	33.1%	160.8%	141.0%	25.1%	-4.8%	Oct '23
10yr Treasury rate	4.18	1.1%	-0.1%	-0.1%	0.8%	-3.7%	-10.9%	-9.0%	0.5%	18.9%	278.6%	156.9%	7.2%	-16.1%	Oct '23
5yr Treasury rate	3.74	1.1%	-0.1%	-1.2%	-0.1%	-4.7%	-16.4%	-15.0%	0.4%	2.3%	680.0%	173.7%	-9.1%	-24.7%	Oct '23
13-week T-bill	3.51	-0.2%	-0.7%	-3.4%	-9.0%	-17.4%	-16.6%	-15.7%	-1.1%	-21.8%	4283.8%	6517.0%	-0.7%	-34.4%	Oct '23
Crude Oil	58.11	0.6%	1.4%	-0.2%	-5.5%	-15.0%	-20.7%	-19.9%	1.2%	-22.1%	11.2%	-23.6%	-33.4%	-38.0%	Sep '23
Gold	4473.10	0.5%	3.7%	6.3%	13.3%	35.1%	67.9%	64.5%	3.4%	138.9%	143.9%	148.6%	167.8%	-1.8%	Dec '25
EUR/USD	1.17	-0.2%	-0.8%	0.2%	0.8%	-0.6%	12.7%	12.9%	-0.8%	9.4%	-5.0%	2.5%	20.1%	-1.8%	Sep '25
USD/JPY	157.27	0.3%	0.3%	0.9%	2.8%	7.6%	-0.6%	-0.4%	0.5%	19.3%	51.5%	36.6%	7.2%	-2.7%	Jul '24
S&P 500 Volatility Index	15.45	0.5%	6.5%	-8.7%	-6.0%	-3.1%	-12.7%	-13.8%	3.3%	-29.7%	-28.3%	-6.9%	-54.0%	-70.5%	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	50.85	-0.08%	0.0%	0.5%	1.2%	2.8%	6.0%	6.1%	0.0%	19.9%	17.9%	17.3%	22.5%	-0.1%	Jan '26
Interm Muni- JPMorgan	50.71	-0.04%	0.3%	0.8%	1.6%	4.2%	5.0%	4.3%	0.4%	11.8%	6.4%	4.8%	16.3%	New Peak	Jan '26
Interm Bond- Janus MSB	45.71	-0.2%	0.3%	0.9%	1.6%	4.8%	9.3%	8.8%	0.0%	13.6%	2.5%	3.2%	19.9%	-0.2%	Dec '25
Interm Bond- Vanguard	77.89	-0.2%	0.1%	0.5%	1.0%	3.6%	9.0%	8.5%	0.0%	14.2%	0.0%	2.2%	20.0%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.06	0.2%	2.5%	17.3%	18.0%	21.5%	25.7%	8.2%	16.5%	52.4%	63.0%	49.4%	57.1%	New Peak	Jan '26
Int’l Bond- JPMorgan	48.92	-0.06%	0.2%	1.1%	1.7%	3.4%	8.5%	8.2%	0.5%	20.6%	14.6%	14.3%	28.4%	-0.1%	Jan '26
Long Bond- Vanguard	75.95	-0.4%	0.2%	-0.1%	-0.4%	4.0%	8.7%	7.2%	0.1%	11.1%	-11.9%	-11.4%	25.0%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.46	0%	36.7%	55.2%	56.1%	61.0%	60.4%	3.3%	54.6%	71.4%	57.7%	54.9%	78.0%	New Peak	Jan '26
Long Muni- iShares	57.69	-0.05%	0.3%	0.9%	1.8%	5.2%	4.4%	3.4%	0.4%	10.0%	3.2%	2.4%	14.3%	-0.1%	Jan '26

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Russell 2000 (Small Cap)

Performance Range:

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.

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