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S&P 500

Return

71.3%

[

18.0%

annualized]

Dec 30 2022 - Apr 01 2026

-5.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.5%

[

11.0%

annualized]

Dec 30 2022 - Apr 01 2026

-7.2%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.6%

[

11.5%

annualized]

Dec 30 2022 - Apr 01 2026

-7.6%

Below
Peak
Jan '26

Performance Range:

As of Apr 01 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	6575.32	0.7%	1.5%	-4.5%	-4.1%	-2.1%	15.9%	16.4%	-3.9%	60.0%	63.6%	37.1%	83.8%	-5.8%	Jan '26
DJIA (Large Value)	46565.74	0.5%	1.3%	-4.8%	-3.8%	0.1%	10.3%	13.0%	-3.1%	39.9%	40.5%	27.3%	59.4%	-7.2%	Feb '26
Russell 2000 (Small Cap)	2512.37	0.6%	0.8%	-5.4%	0.2%	2.2%	22.8%	11.3%	1.2%	39.4%	11.5%	10.6%	48.9%	-7.6%	Jan '26
NASDAQ Comp (Tech/Growth)	21840.95	1.2%	2.0%	-4.0%	-6.0%	-4.4%	24.1%	20.4%	-6.0%	78.7%	62.0%	37.9%	109.7%	-8.8%	Oct '25
Aggregate Bond	99.00	-0.3%	0.5%	-1.7%	-0.2%	0.3%	3.8%	7.2%	-0.2%	10.9%	0.9%	0.2%	17.1%	-2.1%	Feb '26
Corp Bond	108.66	-0.3%	0.7%	-2.0%	-0.7%	-0.9%	3.9%	7.9%	-0.7%	13.0%	0.1%	-1.9%	24.4%	-2.4%	Feb '26
High Yield Bond	79.37	-0.2%	0.6%	-1.1%	-0.6%	0.5%	6.2%	8.6%	-0.6%	25.3%	19.1%	15.8%	35.5%	-1.5%	Feb '26
Preferred	30.38	0.2%	0.0%	-3.4%	-2.2%	-2.3%	4.7%	4.9%	-1.2%	17.3%	5.4%	0.0%	22.7%	-4.5%	Feb '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	50.46	1.0%	2.8%	-4.8%	9.9%	13.6%	18.2%	9.9%	11.8%	32.7%	40.2%	22.9%	57.8%	-5.5%	Feb '26
Consumer Discretionary/Cyclical	109.80	0.8%	0.9%	-4.7%	-7.0%	-7.9%	8.9%	7.4%	-7.9%	50.5%	35.0%	8.2%	62.8%	-11.6%	Jan '26
Financial Services	49.44	0.1%	0.8%	-3.1%	-9.5%	-6.5%	0.1%	14.9%	-9.3%	61.4%	56.4%	34.6%	73.2%	-11.9%	Jan '26
Real Estate	89.02	0.4%	1.5%	-6.2%	1.6%	-0.3%	1.6%	3.3%	1.7%	21.0%	15.1%	-8.6%	34.2%	-6.2%	Mar '26
Communication Services	111.24	0.3%	2.2%	-5.3%	-4.5%	-3.9%	16.3%	23.1%	-5.2%	98.3%	56.9%	48.7%	142.6%	-7.1%	Jan '26
Energy	58.97	-3.7%	-4.1%	4.1%	30.0%	35.4%	29.3%	7.9%	32.8%	57.0%	181.7%	139.1%	65.6%	-5.7%	Mar '26
Industrials	164.43	1.7%	2.0%	-7.8%	4.4%	7.3%	25.2%	19.3%	6.3%	69.9%	79.6%	67.3%	104.6%	-7.8%	Mar '26
Technology	134.91	1.5%	1.8%	-3.2%	-6.4%	-5.5%	29.5%	24.6%	-6.2%	82.4%	106.9%	58.8%	137.5%	-11.0%	Oct '25
Consumer Staples/Defensive	81.46	-0.6%	0.4%	-7.7%	5.4%	6.0%	2.7%	1.5%	5.5%	18.3%	36.6%	18.1%	32.2%	-9.0%	Feb '26
Healthcare	147.73	0.8%	1.4%	-6.4%	-4.6%	4.0%	4.2%	14.5%	-4.2%	19.9%	37.5%	13.5%	28.4%	-7.4%	Feb '26
Utilities	46.11	0.5%	1.7%	-2.0%	7.5%	6.4%	19.4%	16.0%	8.8%	49.3%	67.7%	47.9%	66.8%	-2.7%	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	139.67	0.9%	2.4%	-4.7%	-2.0%	1.2%	20.9%	22.4%	-1.3%	61.6%	58.2%	40.9%	91.5%	-6.0%	Feb '26
MSCI Emerging Markets	57.23	0.8%	3.2%	-6.9%	1.8%	7.4%	33.5%	34.0%	4.6%	56.2%	19.5%	28.3%	80.7%	-9.6%	Feb '26
FTSE Europe	83.62	1.4%	4.3%	-4.8%	-0.6%	4.8%	22.2%	35.8%	0.5%	51.5%	53.8%	39.1%	103.8%	-7.2%	Feb '26
MSCI Japan	86.48	2.4%	4.6%	-4.1%	6.3%	12.0%	32.6%	25.9%	7.1%	61.1%	41.3%	42.8%	94.4%	-8.0%	Feb '26
MSCI India	46.71	-0.3%	0.2%	-8.3%	-14.4%	-10.7%	-9.4%	2.7%	-13.6%	19.8%	18.6%	1.2%	16.3%	-20.5%	Sep '24
MSCI China	56.00	-0.3%	1.7%	-4.3%	-10.0%	-15.4%	5.7%	31.0%	-6.8%	21.5%	-24.4%	-1.1%	51.4%	-15.4%	Oct '25
International Bond	48.01	-0.08%	0.6%	-1.9%	-0.2%	0.0%	2.5%	2.9%	-0.2%	11.8%	0.8%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	35.68	0.5%	4.6%	-1.6%	15.7%	29.1%	56.1%	52.7%	17.2%	75.7%	87.1%	102.9%	82.1%	-4.4%	Feb '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	602.30	0.8%	1.2%	-4.6%	-4.1%	-1.8%	17.1%	17.8%	-4.0%	66.2%	75.1%	45.3%	92.5%	-5.8%	Jan '26
US Large Growth	430.11	0.9%	1.8%	-4.6%	-8.7%	-8.6%	17.7%	18.3%	-9.0%	78.8%	79.6%	43.5%	110.7%	-12.4%	Oct '25
US Large Value	214.94	0.6%	1.1%	-4.2%	1.7%	6.2%	15.7%	15.7%	2.6%	49.5%	54.9%	38.7%	68.3%	-4.3%	Feb '26

US MidCap Blend	289.00	0.6%	0.6%	-5.5%	-1.2%	-1.5%	11.6%	11.6%	-0.4%	43.2%	38.4%	21.5%	62.1%	-5.9%	Feb '26
US MidCap Growth	260.55	1.2%	1.2%	-6.3%	-7.4%	-11.9%	5.2%	10.7%	-6.7%	36.3%	23.2%	6.7%	57.5%	-12.5%	Oct '25
US MidCap Value	184.65	0.2%	0.2%	-5.0%	3.2%	6.5%	15.8%	12.1%	4.1%	46.6%	50.7%	34.5%	62.6%	-5.1%	Feb '26

US Small Blend	263.41	0.6%	0.6%	-5.5%	0.7%	3.0%	17.7%	8.9%	2.1%	44.7%	30.0%	23.0%	59.6%	-5.9%	Feb '26
US Small Growth	316.16	0.7%	0.8%	-6.6%	-3.3%	-2.0%	22.0%	12.9%	-2.1%	42.2%	7.0%	9.8%	55.8%	-10.6%	Jan '26
US Small Value	190.76	0.6%	0.8%	-3.9%	4.6%	8.1%	26.9%	12.4%	5.6%	47.3%	30.0%	23.2%	55.2%	-4.8%	Feb '26

Foreign Large Blend	98.61	1.5%	4.2%	-4.5%	1.6%	6.5%	24.5%	31.6%	2.7%	51.9%	50.0%	40.9%	95.8%	-6.7%	Feb '26
Foreign Growth	113.70	2.1%	4.1%	-5.6%	-1.3%	-0.2%	15.9%	20.7%	-0.2%	28.6%	21.2%	10.3%	67.2%	-7.8%	Feb '26
Foreign Value	75.27	1.2%	4.1%	-3.7%	4.3%	13.1%	33.2%	42.2%	5.4%	77.6%	81.9%	76.6%	126.5%	-5.8%	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	22.87	-0.6%	-0.3%	0.9%	-1.4%	-1.3%	2.2%	3.6%	-1.3%	21.2%	28.1%	23.7%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.37	0%	-0.4%	-0.1%	0.3%	1.6%	4.5%	5.2%	0.3%	21.4%	24.6%	23.7%	25.9%	-0.4%	Mar '26
Bank Loan- Invesco	20.45	0.2%	-0.1%	1.8%	-1.1%	0.9%	5.7%	6.9%	-1.1%	24.7%	28.0%	25.6%	31.9%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.54	0%	-0.1%	0.5%	1.0%	3.0%	7.7%	8.9%	1.0%	36.4%	58.8%	48.6%	41.9%	-0.1%	Mar '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	51.81	1.0%	2.2%	-4.4%	-3.4%	0.0%	19.2%	17.7%	-2.7%	72.6%	98.0%	81.5%	100.4%	-5.9%	Feb '26
Int’l Min Volatility- Franklin	40.70	0.4%	3.0%	-0.9%	9.6%	19.7%	32.9%	27.1%	11.0%	81.1%	114.6%	97.9%	112.5%	-1.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.37	1.8%	1.8%	-4.8%	-2.1%	0.7%	12.1%	3.0%	0.4%	67.6%	91.0%	87.5%	92.7%	-7.9%	Feb '26
Small Value- Avantis	110.67	0.2%	0.3%	-2.4%	7.6%	11.6%	26.5%	7.4%	8.8%	57.2%	64.2%	47.2%	69.0%	-4.0%	Feb '26
Mid Value- Pacer Cash Cows	62.33	-0.4%	-0.1%	-3.5%	3.4%	9.5%	16.0%	9.0%	3.9%	41.0%	67.9%	43.6%	55.3%	-3.7%	Feb '26
Growth- S&P Momentum	114.50	2.1%	2.8%	-4.4%	-4.0%	-4.7%	22.7%	26.6%	-3.8%	116.0%	125.4%	86.9%	129.7%	-7.3%	Oct '25
Invesco S&P Quality	75.86	0.9%	1.2%	-5.6%	1.0%	3.3%	15.6%	13.2%	1.5%	66.5%	81.8%	51.0%	98.9%	-5.9%	Feb '26
Rotation Factor- BlackRock	58.73	0.9%	1.7%	-3.7%	-3.3%	-0.4%	20.7%	20.0%	-3.2%	86.4%	88.9%	63.7%	121.8%	-4.9%	Feb '26
US Min Volatility- Fidelity	64.90	0.5%	0.8%	-4.4%	-2.3%	-0.8%	8.2%	11.8%	-2.4%	42.7%	57.5%	32.8%	62.0%	-5.1%	Feb '26
Derivative Income- JPMorgan	56.41	-0.5%	0.4%	-5.0%	-0.4%	2.4%	6.8%	8.1%	-0.3%	30.9%	48.0%	29.1%	47.4%	-5.2%	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	16.49	0.8%	0.0%	2.2%	3.5%	3.4%	10.4%	6.5%	4.3%	29.6%	38.5%	35.1%	34.6%	-0.7%	Mar '26
Multistrategy- AQR	14.46	0%	0.6%	-0.8%	3.1%	6.1%	12.1%	16.4%	3.2%	48.1%	75.4%	69.5%	51.5%	-1.0%	Feb '26
Long Short- AQR	20.80	1.3%	1.7%	-0.7%	-1.6%	6.2%	20.5%	34.4%	-1.7%	105.9%	180.1%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.21	0%	0.1%	1.6%	4.3%	9.6%	17.0%	18.3%	4.3%	67.9%	71.3%	76.4%	77.0%	-0.1%	Mar '26
Multi Strategy- Variant	26.06	0.04%	0.1%	0.6%	1.2%	3.1%	6.7%	7.2%	1.3%	22.1%	47.6%	35.5%	27.0%	New Peak	Apr '26
Long Short- First Trust	70.61	0.4%	1.3%	-0.7%	-0.6%	0.7%	11.3%	9.1%	-0.5%	44.6%	61.1%	42.8%	57.9%	-2.1%	Feb '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)	297.39	3.4%	5.9%	-2.9%	-5.6%	21.2%	90.0%	66.0%	-4.9%	189.1%	181.6%	106.8%	207.3%	-13.4%	Feb '26
Meta (Communications)	579.23	1.2%	5.8%	-11.3%	-10.9%	-20.2%	-0.5%	13.1%	-12.2%	175.4%	95.5%	72.4%	357.9%	-26.5%	Aug '25
Amazon (Cyclical)	210.57	1.1%	1.5%	1.0%	-7.0%	-5.3%	7.4%	5.2%	-8.8%	103.9%	33.2%	23.6%	86.5%	-17.1%	Nov '25
Tesla (Cyclical)	381.26	2.6%	2.5%	-5.5%	-13.0%	-12.6%	34.8%	11.4%	-15.2%	83.8%	72.8%	-4.7%	75.5%	-22.2%	Dec '25
Procter & Gamble (Defensive)	144.09	-0.2%	1.2%	-11.9%	2.3%	-3.9%	-12.7%	-12.3%	1.3%	4.6%	21.7%	-1.5%	26.7%	-17.1%	Dec '24
PepsiCo (Defensive)	154.65	-0.4%	2.5%	-6.7%	9.7%	10.7%	7.9%	-1.8%	8.7%	-6.1%	27.8%	2.3%	2.3%	-12.8%	May '23
Coca-Cola (Defensive)	76.08	0.04%	1.9%	-4.5%	10.8%	16.7%	9.8%	15.6%	9.6%	34.1%	68.2%	45.6%	53.1%	-6.1%	Feb '26
Exxon Mobil (Energy)	160.78	-5.2%	-2.8%	4.3%	32.0%	46.7%	40.1%	16.0%	34.5%	62.4%	239.3%	193.6%	83.8%	-6.2%	Mar '26
Chevron (Energy)	197.41	-4.6%	-5.0%	4.1%	27.9%	31.4%	23.9%	10.1%	30.8%	37.4%	129.9%	96.4%	44.5%	-6.5%	Mar '26
JPMorgan Chase (Financial)	295.38	0.4%	1.3%	-0.7%	-8.8%	-3.1%	22.6%	37.3%	-7.9%	143.4%	118.2%	103.8%	208.3%	-11.7%	Jan '26
Visa (Financial)	298.51	-1.2%	-2.3%	-6.9%	-13.7%	-13.4%	-13.2%	11.8%	-14.7%	35.4%	42.8%	39.2%	72.0%	-19.6%	Jun '25
Mastercard (Financial)	491.65	-1.6%	-1.8%	-5.6%	-12.6%	-14.6%	-9.7%	9.0%	-13.7%	37.7%	39.2%	35.9%	76.8%	-17.7%	Aug '25
Bank of America (Financial)	49.27	1.1%	2.1%	-0.5%	-11.4%	-1.3%	20.4%	28.0%	-9.9%	86.2%	40.9%	18.8%	80.6%	-13.5%	Jan '26
UnitedHealth (Health)	273.98	1.3%	2.2%	-6.4%	-17.9%	-21.4%	-46.2%	-33.1%	-16.4%	-38.5%	-18.7%	-41.2%	-41.5%	-54.6%	Nov '24
Johnson & Johnson (Health)	244.12	-0.1%	2.0%	-1.8%	18.4%	32.8%	61.5%	47.5%	18.6%	72.2%	72.6%	60.8%	66.3%	-1.8%	Mar '26
Eli Lilly (Health)	954.52	3.8%	6.4%	-6.2%	-11.5%	16.8%	17.5%	40.2%	-11.0%	184.2%	441.6%	265.2%	202.5%	-13.9%	Nov '25
Union Pacific (Industrials)	243.12	0.2%	1.6%	-8.9%	5.4%	4.8%	4.4%	3.9%	5.7%	29.4%	23.6%	8.2%	37.3%	-8.9%	Mar '26
Honeywell (Industrials)	228.20	1.0%	1.3%	-8.0%	17.1%	16.0%	14.5%	-6.4%	17.6%	35.1%	23.7%	28.1%	50.9%	-8.0%	Mar '26
Nvidia (IT)	175.75	0.8%	2.6%	-3.7%	-6.9%	-6.9%	59.2%	38.9%	-5.8%	533.3%	1175.7%	484.6%	1430.3%	-15.1%	Oct '25
Broadcom (IT)	313.49	1.3%	1.3%	-1.5%	-9.6%	-6.9%	83.6%	50.6%	-9.2%	408.5%	628.0%	411.3%	669.5%	-23.8%	Dec '25
Adobe (IT)	241.37	-0.7%	0.2%	-7.5%	-27.6%	-31.3%	-37.4%	-21.3%	-31.0%	-37.4%	-50.1%	-57.2%	-15.6%	-62.0%	Feb '24
Oracle (IT)	145.23	-1.3%	1.7%	-2.7%	-25.6%	-49.5%	0.6%	18.1%	-25.3%	62.0%	116.6%	74.9%	136.9%	-55.6%	Sep '25
salesforce.com (IT)	186.24	-0.2%	0.3%	-3.5%	-26.6%	-21.9%	-31.0%	-20.2%	-29.7%	-5.6%	-13.8%	-26.2%	32.5%	-49.0%	Dec '24
Linde PLC (Materials)	493.83	-0.4%	-0.3%	-2.7%	15.5%	5.9%	6.5%	3.2%	16.2%	44.4%	88.2%	54.5%	90.4%	-2.7%	Mar '26
Sherwin-Williams (Materials)	325.70	1.6%	1.9%	-8.5%	-0.4%	-4.9%	-7.1%	-3.8%	0.7%	48.8%	36.3%	-0.2%	66.9%	-17.6%	Nov '24
American Tower (Real Estate)	171.02	-0.9%	1.2%	-10.1%	-2.2%	-9.7%	-18.8%	-0.9%	-2.6%	-7.4%	-17.5%	-32.2%	3.7%	-25.9%	Sep '24
Prologis Inc. (Real Estate)	133.33	0.9%	2.8%	-5.8%	4.1%	16.6%	22.8%	25.1%	5.3%	17.6%	41.6%	-8.1%	48.1%	-5.8%	Mar '26
NextEra Energy (Utilities)	92.85	-0.03%	1.9%	0.2%	15.5%	20.4%	35.7%	15.5%	16.4%	31.5%	39.5%	13.7%	40.9%	-2.3%	Feb '26
Duke Energy (Utilities)	130.90	-0.03%	1.2%	-0.6%	12.4%	9.5%	12.6%	12.7%	12.6%	52.5%	65.1%	49.3%	74.7%	-1.9%	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	15.62	0.3%	1.0%	-2.2%	-0.2%	0.8%	7.3%	9.4%	-0.2%	20.3%	10.9%	8.1%	29.5%	-2.6%	Feb '26
Moderate-60% Stock	64.74	0.6%	1.7%	-3.4%	-0.8%	1.5%	14.6%	16.4%	-0.4%	40.0%	34.6%	25.1%	58.8%	-4.2%	Feb '26
Mod Agg-80% Stock	50.52	0.9%	2.0%	-4.3%	-1.0%	1.8%	18.6%	19.6%	-0.4%	50.5%	44.6%	32.3%	73.7%	-5.2%	Feb '26
Aggressive-90% Stock	30.28	1.0%	2.3%	-4.6%	-0.8%	2.8%	21.1%	20.9%	0.0%	51.5%	46.6%	31.5%	75.7%	-5.8%	Feb '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	66522.41	-2.3%	-3.3%	-3.3%	-26.0%	-44.9%	-19.4%	-6.3%	-24.0%	133.6%	12.6%	43.2%	247.2%	-46.7%	Oct '25
Ethereum	2053.36	-4.1%	-0.3%	1.3%	-34.3%	-54.2%	14.4%	-11.0%	-30.8%	12.7%	3.8%	-45.4%	58.6%	-57.5%	Aug '25
BNB	593.43	-2.8%	-5.7%	-6.9%	-32.6%	-45.6%	0.5%	23.1%	-31.3%	87.2%	77.0%	15.9%	119.0%	-54.7%	Oct '25
Solana	78.89	-3.0%	-8.7%	-8.9%	-40.3%	-66.4%	-33.0%	-34.2%	-36.6%	272.6%	313.3%	-53.7%	153.1%	-69.9%	Jan '25
Bitcoin ETF	38.64	0.6%	-0.5%	-1.4%	-24.1%	-43.8%	-21.8%	-6.4%	-22.2%	-	-	-	-	-45.8%	Oct '25
Grayscale Bitcoin (hi fee)	53.05	0.5%	-0.5%	-1.6%	-24.4%	-44.1%	-22.8%	-7.6%	-22.4%	259.0%	15.5%	71.4%	423.9%	-46.1%	Oct '25
Bloomberg Commodities	24.08	-0.9%	2.3%	8.3%	23.1%	29.8%	29.9%	14.9%	23.3%	44.8%	84.6%	56.5%	35.8%	-0.9%	Mar '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	4.90	0.2%	-0.7%	4.3%	0.7%	4.4%	7.6%	1.1%	1.2%	32.8%	109.4%	143.1%	26.2%	-4.0%	Oct '23
10yr Treasury rate	4.32	0.2%	-2.2%	6.7%	3.2%	5.7%	2.9%	-9.0%	3.7%	23.6%	157.2%	165.3%	10.7%	-13.4%	Oct '23
5yr Treasury rate	3.95	0.3%	-3.4%	9.2%	5.8%	7.7%	0.1%	-15.0%	6.3%	9.5%	336.1%	189.7%	-3.8%	-20.3%	Oct '23
13-week T-bill	3.61	0.1%	-0.4%	0.4%	2.0%	-6.3%	-14.2%	-15.7%	1.6%	-21.4%	44962.5%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	104.08	4.0%	10.2%	46.1%	81.6%	72.1%	45.1%	-19.9%	81.3%	37.5%	69.4%	36.8%	19.3%	New Peak	Apr '26
Gold	4714.10	-1.4%	7.7%	-11.0%	9.3%	22.8%	50.1%	64.5%	9.0%	139.4%	173.0%	162.0%	182.2%	-11.4%	Jan '26
USD/EUR	0.87	0.4%	0.1%	1.8%	1.7%	1.5%	-5.5%	-11.4%	1.7%	-	2.0%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	159.34	0.4%	0.0%	1.7%	1.7%	8.3%	7.8%	-0.4%	1.9%	-	44.1%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	24.54	-2.8%	-10.6%	14.5%	69.1%	47.6%	14.1%	-13.8%	64.1%	31.2%	41.6%	47.8%	-26.9%	-53.1%	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	50.61	0.06%	0.3%	-0.4%	0.4%	1.5%	4.7%	6.1%	0.3%	19.1%	18.4%	17.6%	22.9%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.01	0.04%	0.3%	-2.0%	-0.5%	0.9%	3.5%	4.3%	-0.4%	9.5%	6.1%	3.9%	15.3%	-2.2%	Feb '26
Interm Bond- Janus MSB	45.21	0.07%	0.7%	-2.0%	0.1%	1.1%	5.2%	8.8%	-0.2%	12.8%	3.4%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.90	-0.4%	0.5%	-1.9%	-0.6%	0.1%	4.3%	8.5%	-0.6%	12.1%	2.4%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.88	0.2%	0.4%	0.3%	0.2%	1.3%	7.0%	8.2%	0.2%	30.5%	35.3%	28.5%	35.1%	-0.6%	Jan '26
Int’l Bond- JPMorgan	47.78	-0.09%	0.5%	-2.5%	-1.4%	-0.3%	4.8%	8.2%	-1.1%	16.2%	13.5%	12.5%	26.3%	-3.0%	Feb '26
Long Bond- Vanguard	74.48	-0.3%	0.8%	-2.8%	-0.8%	-2.2%	2.8%	7.2%	-1.0%	9.1%	-8.7%	-12.4%	23.6%	-3.9%	Oct '25
Long CA Muni- PIMCO	9.37	0.2%	1.0%	-1.5%	-0.2%	0.8%	2.8%	3.3%	-0.2%	9.5%	2.4%	0.0%	14.9%	-1.8%	Feb '26
Long Muni- iShares	56.88	0.04%	0.5%	-2.1%	-0.6%	1.1%	4.0%	3.4%	-0.5%	7.5%	3.0%	1.4%	13.2%	-2.4%	Feb '26

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Russell 2000 (Small Cap)

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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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