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S&P 500

Return

74.9%

[

19.0%

annualized]

Dec 30 2022 - Mar 17 2026

-3.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

41.8%

[

11.5%

annualized]

Dec 30 2022 - Mar 17 2026

-6.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.1%

[

11.8%

annualized]

Dec 30 2022 - Mar 17 2026

-7.3%

Below
Peak
Jan '26

Performance Range:

As of Mar 17 09:40 PM EDT, next update at 09:50 PM

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	6716.09	0.2%	-0.9%	-2.4%	-0.9%	1.3%	19.6%	16.4%	-1.9%	71.5%	71.5%	40.0%	87.8%	-3.8%	Jan '26
DJIA (Large Value)	46993.26	0.10%	-0.9%	-5.4%	-2.0%	1.8%	13.0%	13.0%	-2.2%	47.5%	43.0%	28.4%	60.9%	-6.4%	Feb '26
Russell 2000 (Small Cap)	2519.99	0.7%	-0.9%	-5.2%	0.5%	2.1%	22.9%	11.3%	1.5%	46.0%	11.1%	10.9%	49.3%	-7.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22479.53	0.5%	-1.0%	-1.2%	-2.3%	0.0%	28.4%	20.4%	-3.3%	93.3%	71.4%	42.0%	115.8%	-6.2%	Oct '25
Aggregate Bond	99.80	0.2%	0.1%	-0.7%	0.1%	1.1%	5.0%	7.2%	0.2%	11.6%	2.0%	0.7%	17.6%	-1.3%	Feb '26
Corp Bond	109.30	0.6%	0.1%	-1.7%	-0.7%	-0.4%	5.0%	7.9%	-0.5%	14.9%	2.2%	-1.7%	24.6%	-1.8%	Feb '26
High Yield Bond	79.81	0.5%	-0.1%	-0.9%	-0.2%	0.6%	6.6%	8.6%	-0.5%	29.1%	21.4%	15.8%	35.6%	-1.2%	Jan '26
Preferred	30.90	0.5%	-0.5%	-2.7%	-0.5%	-1.8%	4.4%	4.9%	-0.1%	22.7%	9.0%	1.1%	24.1%	-3.2%	Jan '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	49.52	0.2%	-0.6%	-6.6%	10.2%	10.1%	16.2%	9.9%	9.2%	39.1%	39.5%	20.1%	54.2%	-7.6%	Feb '26
Consumer Discretionary/Cyclical	113.18	0.9%	-0.8%	-3.3%	-7.3%	-5.5%	18.0%	7.4%	-5.2%	64.3%	42.4%	11.3%	67.5%	-9.1%	Jan '26
Financial Services	49.56	0.5%	-0.2%	-5.8%	-8.8%	-7.8%	2.5%	14.9%	-9.5%	67.8%	56.0%	34.3%	72.7%	-12.1%	Jan '26
Real Estate	93.34	0.4%	0.7%	-1.1%	5.9%	3.1%	6.4%	3.3%	5.5%	30.7%	22.4%	-5.1%	39.2%	-2.7%	Mar '26
Communication Services	115.37	0.03%	-1.4%	0.7%	-0.6%	-2.3%	21.7%	23.1%	-2.0%	116.6%	62.1%	53.8%	150.8%	-3.9%	Jan '26
Energy	58.51	1.1%	2.7%	6.8%	33.7%	32.7%	32.4%	7.9%	30.9%	68.2%	185.1%	135.7%	63.3%	New Peak	Mar '26
Industrials	166.50	0.3%	-1.8%	-4.9%	8.1%	9.8%	28.0%	19.3%	7.3%	80.3%	84.8%	69.0%	106.6%	-6.9%	Mar '26
Technology	139.54	0.5%	-0.6%	-1.0%	-1.3%	1.4%	32.4%	24.6%	-3.1%	98.8%	123.2%	64.1%	145.4%	-8.1%	Oct '25
Consumer Staples/Defensive	84.70	-0.3%	0.1%	-3.8%	7.8%	8.1%	9.1%	1.5%	9.0%	27.3%	45.9%	22.1%	36.7%	-5.9%	Feb '26
Healthcare	149.64	-0.9%	-2.1%	-5.1%	-2.4%	9.8%	3.7%	14.5%	-3.3%	24.9%	41.3%	14.5%	29.5%	-6.6%	Feb '26
Utilities	47.13	-0.3%	2.1%	3.3%	10.0%	13.3%	23.3%	16.0%	10.4%	54.3%	76.8%	50.1%	69.3%	-1.3%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	141.88	0.3%	-0.7%	-3.2%	1.6%	4.1%	22.5%	22.4%	0.3%	72.9%	63.7%	43.2%	94.5%	-4.6%	Feb '26
MSCI Emerging Markets	58.75	0.6%	-0.1%	-4.0%	10.4%	12.2%	33.4%	34.0%	7.4%	68.3%	23.7%	31.7%	85.5%	-7.2%	Feb '26
FTSE Europe	83.90	0.4%	-0.7%	-6.3%	1.8%	6.5%	17.7%	35.8%	0.3%	62.2%	56.3%	38.9%	103.6%	-7.3%	Feb '26
MSCI Japan	85.08	0.01%	-0.8%	-6.9%	6.4%	8.4%	25.6%	25.9%	5.4%	67.0%	36.9%	40.4%	91.3%	-9.5%	Feb '26
MSCI India	48.52	-0.08%	-1.5%	-9.0%	-8.9%	-9.7%	-2.7%	2.7%	-10.2%	27.6%	26.2%	5.1%	20.8%	-17.4%	Sep '24
MSCI China	58.44	-0.4%	0.2%	-4.1%	-2.6%	-8.6%	2.4%	31.0%	-2.7%	34.5%	-22.4%	3.3%	58.0%	-11.7%	Oct '25
International Bond	48.30	0.2%	0.1%	-1.0%	0.1%	0.6%	3.6%	2.9%	0.2%	11.9%	1.5%	1.6%	17.6%	-1.6%	Feb '26
iShares Latin America	34.23	0.3%	-2.0%	-5.3%	14.2%	23.5%	47.8%	52.7%	12.4%	77.8%	77.5%	94.7%	74.7%	-8.3%	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	616.89	0.3%	-0.8%	-2.3%	-0.5%	1.9%	21.0%	17.8%	-1.6%	78.6%	84.1%	48.8%	97.1%	-3.6%	Jan '26
US Large Growth	443.71	0.03%	-1.7%	-1.9%	-5.0%	-4.3%	22.4%	18.3%	-6.3%	93.5%	92.3%	47.9%	117.2%	-9.7%	Oct '25
US Large Value	216.84	0.11%	-0.3%	-3.3%	3.7%	7.3%	17.5%	15.7%	3.1%	57.9%	57.7%	39.4%	69.2%	-3.8%	Feb '26

US MidCap Blend	293.69	0.7%	-0.2%	-3.3%	1.0%	1.3%	15.1%	11.6%	1.2%	53.3%	43.2%	23.5%	64.7%	-4.4%	Feb '26
US MidCap Growth	268.33	0.6%	-0.6%	-2.6%	-4.3%	-8.1%	10.3%	10.7%	-3.9%	48.1%	31.1%	9.9%	62.2%	-9.8%	Oct '25
US MidCap Value	185.94	0.6%	0.2%	-3.7%	4.9%	8.5%	17.9%	12.1%	4.8%	55.2%	51.9%	35.4%	63.8%	-4.4%	Feb '26

US Small Blend	265.42	1.0%	-0.4%	-4.5%	2.6%	3.1%	19.8%	8.9%	2.9%	54.1%	32.0%	23.9%	60.8%	-5.2%	Feb '26
US Small Growth	321.00	0.7%	-1.2%	-4.9%	-1.0%	-0.7%	23.4%	12.9%	-0.6%	51.5%	9.0%	11.4%	58.2%	-9.2%	Jan '26
US Small Value	188.53	0.2%	-1.0%	-5.6%	2.2%	6.0%	25.0%	12.4%	4.0%	50.8%	26.4%	21.5%	53.0%	-6.2%	Feb '26

Foreign Large Blend	98.37	0.3%	-0.6%	-5.7%	3.7%	7.3%	20.4%	31.6%	2.4%	61.4%	50.9%	40.5%	95.4%	-6.9%	Feb '26
Foreign Growth	114.56	-0.01%	-1.0%	-6.3%	1.7%	1.7%	12.5%	20.7%	0.6%	37.9%	24.3%	11.2%	68.4%	-7.1%	Feb '26
Foreign Value	74.48	0.8%	-0.4%	-5.3%	5.7%	12.9%	28.4%	42.2%	4.3%	87.0%	79.7%	74.7%	124.1%	-6.8%	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	23.01		0.2%	0.1%	0.1%	-1.6%	-1.8%	2.3%	3.6%	-1.2%	23.9%	27.8%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.46		0%	0.0%	-0.2%	0.5%	1.7%	4.8%	5.2%	0.1%	21.6%	24.4%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.54		0.3%	0.0%	-0.1%	-0.7%	0.9%	5.8%	6.9%	-1.2%	27.1%	28.2%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.53	p	EOD	0.1%	0.3%	1.3%	3.2%	7.8%	8.9%	0.9%	36.9%	59.8%	48.5%	41.8%	New Peak	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	52.73		0.6%	-0.6%	-3.5%	0.4%	1.9%	21.5%	17.7%	-1.2%	84.5%	103.0%	84.3%	103.5%	-4.4%	Feb '26
Int’l Min Volatility- Franklin	40.30		0.6%	1.2%	-1.0%	10.8%	19.9%	29.2%	27.1%	9.5%	86.9%	115.4%	95.2%	109.6%	-3.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.00	p	EOD	-1.0%	-7.1%	-1.4%	-1.0%	11.8%	3.0%	-1.1%	74.7%	90.8%	84.6%	89.8%	-9.3%	Feb '26
Small Value- Avantis	107.68		0.8%	-0.3%	-6.5%	3.8%	6.3%	25.1%	7.4%	5.6%	59.8%	59.0%	42.9%	64.0%	-6.8%	Feb '26
Mid Value- Pacer Cash Cows	63.02		0.7%	0.0%	-2.0%	5.1%	10.9%	16.3%	9.0%	4.7%	51.2%	73.0%	44.7%	56.6%	-3.0%	Feb '26
Growth- S&P Momentum	117.35		0%	-1.1%	-1.7%	-0.1%	-3.0%	26.8%	26.6%	-1.7%	132.9%	140.5%	91.0%	134.8%	-5.3%	Oct '25
Invesco S&P Quality	77.11		0.6%	-0.5%	-3.6%	2.7%	6.1%	17.4%	13.2%	2.7%	77.4%	90.7%	52.9%	101.5%	-4.7%	Feb '26
Rotation Factor- BlackRock	59.87		0%	-0.9%	-2.0%	-0.5%	2.2%	24.1%	20.0%	-1.5%	99.8%	96.5%	66.4%	125.5%	-3.4%	Feb '26
US Min Volatility- Fidelity	66.44		0.03%	-0.7%	-2.2%	0.1%	1.8%	11.7%	11.8%	-0.5%	51.9%	65.5%	35.4%	65.1%	-3.2%	Feb '26
Derivative Income- JPMorgan	57.70		0.2%	-0.4%	-2.2%	1.9%	4.7%	9.2%	8.1%	1.4%	38.4%	54.3%	31.3%	49.9%	-3.1%	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	16.33	p	EOD	0.1%	2.1%	3.2%	2.4%	8.4%	6.5%	3.3%	30.2%	36.2%	33.7%	33.3%	-0.3%	Mar '26
Multistrategy- AQR	14.37	p	EOD	-0.3%	-0.4%	3.5%	6.1%	13.0%	16.4%	2.6%	49.0%	75.9%	68.5%	50.6%	-1.6%	Feb '26
Long Short- AQR	20.48	p	EOD	-1.0%	-2.2%	-2.6%	5.6%	20.5%	34.4%	-3.2%	109.0%	184.4%	149.9%	138.3%	-3.8%	Dec '25
Mkt Neutral- BlackRock	14.89	p	EOD	0.1%	2.1%	2.2%	5.8%	17.8%	18.3%	2.1%	64.1%	67.2%	72.6%	73.2%	-0.7%	Mar '26
Multi Strategy- Variant	26.58	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	1.0%	22.3%	47.7%	35.1%	26.7%	New Peak	Mar '26
Long Short- First Trust	70.10		0.10%	-0.6%	-1.5%	-0.6%	2.0%	10.7%	9.1%	-1.3%	48.5%	62.7%	41.8%	56.8%	-2.8%	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)	310.92	1.8%	0.7%	2.5%	2.8%	23.4%	94.0%	66.0%	-0.7%	208.3%	210.0%	116.1%	221.1%	-9.5%	Feb '26
Meta (Communications)	622.66	-0.8%	-4.9%	-3.2%	-6.3%	-20.1%	7.2%	13.1%	-5.7%	220.5%	125.0%	85.2%	391.8%	-21.1%	Aug '25
Amazon (Cyclical)	215.20	1.6%	1.2%	5.1%	-5.1%	-6.9%	11.6%	5.2%	-6.8%	117.5%	42.1%	26.3%	90.6%	-15.3%	Nov '25
Tesla (Cyclical)	399.27	0.9%	-2.1%	-2.9%	-17.4%	-4.2%	77.2%	11.4%	-11.2%	121.7%	83.4%	-0.2%	83.8%	-18.5%	Dec '25
Procter & Gamble (Defensive)	151.48	-0.4%	-1.2%	-3.4%	4.8%	-2.4%	-7.2%	-12.3%	6.5%	14.4%	33.5%	3.5%	33.2%	-12.9%	Dec '24
PepsiCo (Defensive)	156.50	-0.8%	-2.3%	-3.9%	5.7%	13.3%	9.2%	-1.8%	10.0%	-1.1%	37.9%	3.5%	3.6%	-11.7%	May '23
Coca-Cola (Defensive)	77.58	-0.3%	0.6%	-2.4%	10.3%	17.6%	14.3%	15.6%	11.0%	40.4%	76.8%	47.4%	55.1%	-4.9%	Feb '26
Exxon Mobil (Energy)	158.81	1.0%	4.8%	5.4%	37.2%	41.5%	44.5%	16.0%	32.8%	76.2%	238.6%	190.0%	81.5%	New Peak	Mar '26
Chevron (Energy)	197.97	0.6%	3.2%	7.7%	35.4%	27.3%	28.6%	10.1%	31.2%	47.5%	134.1%	97.0%	45.0%	New Peak	Mar '26
JPMorgan Chase (Financial)	286.89	0.3%	-0.2%	-7.1%	-7.9%	-7.5%	24.6%	37.3%	-10.6%	144.8%	106.6%	98.0%	199.5%	-14.3%	Jan '26
Visa (Financial)	308.46	-0.5%	-0.2%	-3.7%	-10.7%	-8.4%	-7.2%	11.8%	-11.9%	45.2%	45.0%	43.9%	77.8%	-16.9%	Jun '25
Mastercard (Financial)	506.58	-0.4%	0.5%	-4.1%	-10.4%	-13.3%	-3.9%	9.0%	-11.1%	47.4%	42.0%	40.0%	82.2%	-15.2%	Aug '25
Bank of America (Financial)	47.28	0.5%	-2.6%	-10.9%	-12.4%	-8.3%	16.1%	28.0%	-13.6%	83.7%	37.1%	14.0%	73.3%	-16.9%	Jan '26
UnitedHealth (Health)	287.57	0.7%	0.8%	-0.2%	-12.4%	-13.5%	-41.8%	-33.1%	-12.9%	-35.5%	-14.1%	-38.7%	-39.1%	-52.7%	Nov '24
Johnson & Johnson (Health)	238.11	-2.1%	-2.0%	-2.3%	14.9%	38.3%	49.0%	47.5%	15.7%	70.9%	70.9%	56.9%	62.2%	-4.2%	Mar '26
Eli Lilly (Health)	930.35	-5.9%	-7.0%	-8.8%	-11.8%	22.3%	13.9%	40.2%	-13.3%	189.0%	431.7%	256.0%	194.8%	-16.0%	Nov '25
Union Pacific (Industrials)	242.32	0.05%	-3.5%	-8.1%	3.9%	11.2%	4.6%	3.9%	5.3%	36.6%	25.9%	7.9%	36.9%	-9.2%	Mar '26
Honeywell (Industrials)	231.42	-1.3%	-3.3%	-3.6%	17.4%	18.1%	19.6%	-6.4%	19.2%	41.8%	26.5%	29.9%	53.1%	-6.7%	Mar '26
Nvidia (IT)	181.93	-0.7%	-2.2%	-3.2%	4.5%	3.2%	57.6%	38.9%	-2.5%	607.8%	1333.5%	505.2%	1484.0%	-12.1%	Oct '25
Broadcom (IT)	321.31	-1.1%	-5.9%	-3.7%	-2.4%	-6.6%	71.8%	50.6%	-7.2%	432.6%	669.5%	422.9%	687.0%	-22.0%	Dec '25
Adobe (IT)	254.20	0.9%	-7.1%	-3.4%	-28.6%	-30.8%	-35.0%	-21.3%	-27.4%	-29.0%	-42.1%	-55.0%	-11.2%	-60.0%	Feb '24
Oracle (IT)	154.69	-0.8%	-5.2%	-0.9%	-13.8%	-47.6%	4.6%	18.1%	-20.4%	88.1%	148.2%	86.3%	152.4%	-52.7%	Sep '25
salesforce.com (IT)	195.31	-1.5%	0.6%	4.0%	-24.3%	-19.9%	-29.5%	-20.2%	-26.3%	6.9%	-5.6%	-22.6%	38.9%	-46.5%	Dec '24
Linde PLC (Materials)	494.05	-0.7%	2.6%	1.8%	17.9%	4.2%	8.3%	3.2%	15.9%	54.9%	96.8%	54.1%	89.8%	-3.0%	Mar '26
Sherwin-Williams (Materials)	320.70	-0.6%	-0.6%	-12.1%	-1.2%	-7.8%	-3.6%	-3.8%	-0.8%	51.5%	41.6%	-1.7%	64.3%	-18.9%	Nov '24
American Tower (Real Estate)	185.07	0.2%	1.2%	-0.8%	7.2%	-2.3%	-10.8%	-0.9%	5.4%	1.7%	-3.7%	-26.6%	12.3%	-19.8%	Sep '24
Prologis Inc. (Real Estate)	133.21	-0.6%	-0.9%	-4.6%	4.3%	16.6%	21.7%	25.1%	4.3%	25.3%	49.1%	-8.9%	46.8%	-6.7%	Mar '26
NextEra Energy (Utilities)	92.53	-0.3%	0.9%	2.1%	15.2%	32.5%	34.8%	15.5%	16.0%	33.5%	48.1%	13.3%	40.4%	-2.6%	Feb '26
Duke Energy (Utilities)	132.95	-0.4%	2.2%	6.2%	14.1%	12.3%	14.0%	12.7%	14.4%	55.0%	74.8%	51.6%	77.4%	-0.4%	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	15.80	p	EOD	-0.4%	-1.7%	0.5%	1.6%	8.2%	9.4%	0.2%	22.0%	12.2%	8.5%	30.0%	-2.2%	Feb '26
Moderate-60% Stock	65.39		0.3%	-0.4%	-2.5%	1.3%	3.3%	15.8%	16.4%	0.6%	46.3%	37.7%	26.4%	60.4%	-3.3%	Feb '26
Mod Agg-80% Stock	50.97	p	EOD	-1.0%	-3.3%	1.5%	3.6%	19.4%	19.6%	0.5%	58.2%	47.9%	33.4%	75.3%	-4.3%	Feb '26
Aggressive-90% Stock	30.52	p	EOD	-1.0%	-3.7%	2.3%	4.6%	21.5%	20.9%	0.8%	60.1%	50.3%	32.6%	77.0%	-5.0%	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	74173.76	0.2%	5.7%	11.7%	-13.2%	-36.7%	-10.3%	-6.3%	-15.2%	170.5%	28.2%	59.7%	287.2%	-40.5%	Oct '25
Ethereum	2331.47	0.5%	13.6%	19.3%	-17.5%	-49.2%	20.6%	-11.0%	-21.4%	30.1%	30.8%	-38.0%	80.0%	-51.7%	Aug '25
BNB	670.02	0.12%	2.8%	10.8%	-19.2%	-31.8%	6.7%	23.1%	-22.4%	97.6%	156.0%	30.8%	147.3%	-48.9%	Oct '25
Solana	94.77	-0.03%	9.5%	16.2%	-20.7%	-61.7%	-24.4%	-34.2%	-23.9%	338.2%	566.0%	-44.3%	204.1%	-63.8%	Jan '25
Bitcoin ETF	42.27	0.8%	5.5%	12.6%	-11.9%	-36.7%	-9.7%	-6.4%	-14.9%	-	-	-	-	-40.7%	Oct '25
Grayscale Bitcoin (hi fee)	58.08	0.8%	5.5%	12.5%	-12.1%	-37.0%	-10.8%	-7.6%	-15.0%	316.7%	26.5%	87.6%	473.5%	-41.0%	Oct '25
Bloomberg Commodities	23.97	1.1%	1.0%	13.6%	24.5%	31.2%	31.5%	14.9%	22.7%	48.5%	85.4%	55.8%	35.1%	-1.0%	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	4.85	-0.1%	-0.1%	3.1%	1.1%	2.8%	6.0%	1.1%	0.2%	34.9%	96.0%	140.7%	24.9%	-4.9%	Oct '23
10yr Treasury rate	4.20	-0.4%	-0.1%	3.0%	2.1%	2.4%	-1.8%	-9.0%	0.9%	23.8%	142.9%	158.1%	7.7%	-15.8%	Oct '23
5yr Treasury rate	3.79	-0.4%	0.1%	3.9%	3.4%	3.4%	-7.0%	-15.0%	1.7%	9.2%	335.7%	177.4%	-7.9%	-23.7%	Oct '23
13-week T-bill	3.61	0%	0.1%	0.1%	2.4%	-7.1%	-14.1%	-15.7%	1.6%	-16.0%	120066.7%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	94.37	-0.8%	8.2%	44.8%	68.1%	48.5%	41.1%	-19.9%	64.4%	41.4%	57.3%	24.0%	8.1%	-4.4%	Mar '26
Gold	5011.70	0.12%	-3.0%	0.5%	15.5%	37.5%	65.1%	64.5%	15.9%	154.4%	189.3%	178.5%	200.0%	-5.8%	Jan '26
USD/EUR	0.87	-0.3%	0.6%	2.7%	1.8%	2.2%	-5.4%	-11.4%	1.8%	-8.0%	3.8%	-1.4%	-15.9%	-11.2%	Jan '25
USD/JPY	158.99	-0.07%	0.6%	3.8%	2.2%	7.5%	6.4%	-0.4%	1.6%	19.2%	46.0%	38.1%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	22.37	-4.8%	-7.7%	14.0%	32.6%	42.5%	3.1%	-13.8%	49.6%	-12.3%	3.7%	34.8%	-33.4%	-57.3%	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	50.75		0.10%	0.0%	-0.5%	0.4%	1.5%	4.9%	6.1%	0.2%	19.3%	18.5%	17.5%	22.8%	-0.7%	Feb '26
Interm Muni- JPMorgan	50.58		0.06%	0.1%	-0.7%	0.7%	1.6%	4.2%	4.3%	0.5%	11.0%	7.2%	4.8%	16.3%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.73		0.2%	0.3%	-0.5%	0.6%	2.3%	6.5%	8.8%	0.5%	13.6%	4.2%	4.1%	21.0%	-1.2%	Feb '26
Interm Bond- Vanguard	77.65		0.3%	0.1%	-0.8%	-0.1%	0.9%	5.9%	8.5%	0.0%	13.1%	3.4%	2.1%	20.0%	-1.4%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	-0.1%	-0.8%	0.0%	1.0%	6.3%	8.2%	-0.4%	29.6%	35.2%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	48.16		0.4%	-0.4%	-2.0%	-0.6%	0.2%	5.4%	8.2%	-0.7%	18.0%	14.2%	12.9%	26.8%	-2.2%	Feb '26
Long Bond- Vanguard	74.94		0.9%	0.5%	-2.7%	-1.1%	-1.7%	3.7%	7.2%	-0.8%	10.9%	-5.1%	-12.3%	23.8%	-3.7%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	-0.1%	-1.0%	0.6%	1.4%	3.1%	3.3%	0.1%	10.7%	3.4%	0.3%	15.3%	-1.5%	Feb '26
Long Muni- iShares	57.51		0.02%	0.0%	-0.9%	0.6%	1.9%	4.5%	3.4%	0.3%	9.1%	4.3%	2.3%	14.2%	-1.3%	Feb '26

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Russell 2000 (Small Cap)

BelowPeak Jan '26

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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Jan '26