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S&P 500

Return

92.8%

[

20.1%

annualized]

Dec 30 2022 - Jul 30 2026

DJIA (Large Value)

Return

56.6%

[

13.3%

annualized]

Dec 30 2022 - Jul 30 2026

Russell 2000 (Small Cap)

Return

66.4%

[

15.3%

annualized]

Dec 30 2022 - Jul 30 2026

Performance Range:

As of Jul 30 10:20 AM EDT, next update at 10:30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	7402.63	1.2%	-0.1%	-1.3%	2.7%	6.7%	16.3%	16.4%	8.1%	61.6%	68.4%	54.3%	106.9%	-2.7%	Jun '26
DJIA (Large Value)	51917.21	0.6%	0.4%	-0.8%	4.6%	6.2%	16.8%	13.0%	8.0%	46.4%	48.6%	41.9%	77.7%	-2.1%	Jul '26
Russell 2000 (Small Cap)	2930.50	0.8%	-0.3%	-3.1%	4.7%	12.1%	31.3%	11.3%	18.1%	47.9%	31.6%	29.0%	73.6%	-3.1%	Jun '26
NASDAQ Comp (Tech/Growth)	25001.31	2.3%	-0.5%	-4.6%	0.4%	6.6%	18.3%	20.4%	7.6%	74.6%	70.4%	57.9%	140.0%	-7.7%	Jun '26
Aggregate Bond	97.67	0.12%	0.3%	-1.3%	-1.1%	-1.2%	2.4%	7.2%	-0.9%	11.3%	-2.3%	-0.5%	16.3%	-2.7%	Feb '26
Corp Bond	106.47	0.2%	0.2%	-2.4%	-1.8%	-2.2%	1.4%	7.9%	-1.9%	12.3%	-5.6%	-3.1%	22.8%	-3.6%	Feb '26
High Yield Bond	79.42	0.2%	0.2%	-0.7%	-0.7%	-0.1%	3.8%	8.6%	0.5%	24.7%	18.1%	17.0%	37.0%	-1.1%	May '26
Preferred	30.25	0.5%	0.4%	-0.8%	-3.4%	-3.0%	1.5%	4.9%	-0.7%	16.0%	1.9%	0.5%	23.3%	-4.6%	May '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	51.62	-0.2%	2.6%	1.6%	0.3%	5.2%	17.9%	9.9%	14.3%	27.8%	35.1%	25.7%	61.4%	-3.3%	Feb '26
Consumer Discretionary/Cyclical	112.01	0.4%	3.0%	-4.5%	-5.4%	-7.4%	0.9%	7.4%	-6.0%	32.6%	29.1%	10.4%	66.1%	-9.9%	Jan '26
Financial Services	56.60	-0.1%	1.4%	5.6%	8.6%	6.4%	8.7%	14.9%	3.9%	68.0%	68.4%	54.1%	98.3%	-1.7%	Jul '26
Real Estate	99.29	-1.4%	0.6%	3.0%	3.1%	10.5%	13.1%	3.3%	13.4%	30.8%	12.2%	2.0%	49.7%	-1.6%	Jul '26
Communication Services	105.84	-3.4%	0.4%	-1.2%	-9.2%	-11.6%	0.4%	23.1%	-9.8%	58.7%	34.9%	41.5%	130.8%	-11.6%	Jan '26
Energy	58.29	-0.6%	-1.8%	9.8%	-2.3%	14.9%	36.1%	7.9%	31.2%	48.4%	180.9%	136.3%	63.7%	-6.8%	Mar '26
Industrials	177.58	0.5%	-2.4%	-4.1%	1.7%	7.6%	18.0%	19.3%	14.8%	67.9%	84.8%	80.7%	121.0%	-4.3%	Jul '26
Technology	174.62	4.8%	-2.1%	-8.3%	9.5%	21.5%	32.5%	24.6%	21.4%	99.9%	136.1%	105.6%	207.4%	-11.9%	Jun '26
Consumer Staples/Defensive	85.43	-2.2%	2.7%	2.8%	1.3%	2.9%	8.4%	1.5%	10.6%	20.9%	35.3%	23.9%	38.6%	-4.6%	Feb '26
Healthcare	162.69	-2.1%	0.8%	2.5%	11.4%	5.6%	22.8%	14.5%	5.5%	26.0%	32.9%	25.0%	41.4%	-2.7%	Jul '26
Utilities	44.85	-0.1%	-2.9%	-1.1%	-4.3%	4.4%	7.5%	16.0%	5.8%	45.4%	57.0%	43.9%	62.3%	-5.4%	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	154.75	1.5%	0.3%	-1.4%	2.1%	6.4%	19.5%	22.4%	9.4%	62.9%	64.3%	56.2%	112.2%	-3.3%	Jun '26
MSCI Emerging Markets	62.95	3.1%	-2.6%	-8.0%	-1.6%	6.5%	30.7%	34.0%	15.1%	60.5%	36.6%	41.1%	98.8%	-11.6%	Jun '26
FTSE Europe	90.68	2.0%	3.2%	2.4%	4.1%	4.1%	20.5%	35.8%	9.0%	54.9%	54.2%	50.8%	121.0%	NewNew Peak	Jul '26
MSCI Japan	92.46	3.5%	1.5%	-0.9%	3.8%	7.9%	29.7%	25.9%	14.5%	57.6%	54.5%	52.6%	107.9%	-4.7%	Jun '26
MSCI India	49.72	1.1%	4.4%	0.7%	0.6%	-3.9%	-5.7%	2.7%	-8.0%	12.5%	19.6%	7.7%	23.8%	-15.4%	Sep '24
MSCI China	55.17	0.2%	3.4%	8.1%	-4.2%	-11.6%	-3.5%	31.0%	-8.2%	19.6%	-13.5%	-2.5%	49.2%	-16.6%	Oct '25
International Bond	47.87	0.12%	0.3%	-1.2%	-0.2%	-0.6%	1.0%	2.9%	0.0%	11.7%	-0.6%	1.4%	17.4%	-2.1%	Feb '26
iShares Latin America	34.98	2.0%	0.4%	3.6%	-4.0%	-1.1%	43.0%	52.7%	14.9%	43.3%	67.0%	99.0%	78.5%	-8.2%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	678.10	1.1%	-0.1%	-1.3%	2.7%	6.9%	17.3%	17.8%	8.5%	67.5%	80.0%	64.1%	117.4%	-2.9%	Jun '26
US Large Growth	116.63	2.3%	-1.7%	-6.1%	-2.2%	0.2%	6.9%	19.8%	-1.3%	73.4%	86.3%	68.0%	142.4%	-9.4%	Jun '26
US Large Value	249.37	-0.06%	1.3%	2.9%	7.8%	13.9%	28.2%	15.7%	19.0%	61.5%	71.1%	60.9%	95.3%	-1.1%	Jul '26

US MidCap Blend	80.57	-0.06%	0.3%	0.0%	4.2%	9.3%	16.2%	17.0%	11.5%	67.2%	77.4%	64.3%	112.5%	-1.0%	Jul '26
US MidCap Growth	293.11	0.9%	-0.5%	-4.3%	3.0%	6.0%	0.8%	10.7%	5.2%	41.5%	25.8%	20.3%	77.5%	-4.4%	Jun '26
US MidCap Value	204.22	-0.8%	0.9%	3.4%	4.9%	11.1%	23.5%	12.1%	15.8%	51.9%	61.0%	49.6%	80.8%	-1.6%	Jul '26

US Small Blend	292.91	-0.03%	-0.6%	-3.4%	3.0%	8.9%	21.3%	8.9%	14.0%	47.3%	41.8%	37.3%	78.2%	-3.4%	Jun '26
US Small Growth	367.52	1.1%	-1.7%	-6.7%	2.1%	9.3%	25.9%	12.9%	13.8%	49.3%	26.4%	27.6%	81.1%	-6.7%	Jun '26
US Small Value	220.82	-0.4%	0.1%	-0.2%	6.3%	14.2%	38.0%	12.4%	22.2%	55.3%	51.5%	42.7%	79.7%	-1.5%	Jul '26

Foreign Large Blend	105.75	2.3%	2.8%	1.8%	3.4%	5.0%	21.7%	31.6%	10.1%	53.7%	53.5%	51.1%	110.0%	NewNew Peak	Jul '26
Foreign Growth	121.64	2.6%	2.1%	-2.2%	2.1%	2.3%	13.3%	20.7%	6.8%	32.0%	20.4%	18.1%	78.9%	-3.0%	Jun '26
Foreign Value	81.00	2.0%	3.3%	5.8%	4.4%	7.5%	30.0%	42.2%	13.4%	76.8%	91.6%	90.0%	143.7%	NewNew Peak	Jul '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	23.04		0.00%	0.0%	0.5%	0.1%	0.9%	0.9%	3.6%	0.7%	18.5%	28.6%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.66		0%	0.1%	0.3%	0.3%	1.2%	4.0%	5.2%	1.7%	19.0%	25.8%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.40		0.12%	0.1%	0.1%	-0.9%	-0.1%	2.4%	6.9%	-0.8%	20.3%	27.8%	25.9%	32.2%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.9%	6.8%	8.9%	3.3%	33.7%	58.1%	52.0%	45.2%	NewNew Peak	Jul '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	58.15		1.3%	-0.5%	-1.3%	1.5%	6.6%	16.8%	17.7%	9.2%	73.3%	111.4%	103.7%	124.9%	-2.2%	Jul '26
Int’l Min Volatility- Franklin	42.87		0.09%	1.6%	5.6%	4.6%	12.0%	32.0%	27.1%	16.9%	80.0%	116.4%	108.4%	123.8%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	27.70	p	EOD	-1.4%	-6.6%	-0.4%	9.8%	21.2%	3.0%	14.1%	65.0%	114.9%	113.1%	119.0%	-6.6%	Jun '26
Small Value- Avantis	124.49		-0.5%	-0.3%	-0.2%	3.6%	14.2%	34.7%	7.4%	22.4%	55.9%	83.8%	65.6%	90.1%	-1.3%	Jul '26
Mid Value- Pacer Cash Cows	66.23		-2.4%	4.0%	6.5%	4.3%	6.7%	19.8%	9.0%	10.4%	37.9%	66.4%	52.6%	65.1%	-2.4%	Jul '26
Growth- S&P Momentum	142.53		4.5%	-4.9%	-11.8%	6.5%	19.2%	24.3%	26.6%	19.8%	157.2%	148.3%	132.7%	186.0%	-11.8%	Jun '26
Invesco S&P Quality	84.69		1.8%	-0.5%	-6.0%	4.5%	9.8%	18.8%	13.2%	13.3%	67.9%	81.7%	68.5%	122.1%	-6.0%	Jun '26
Rotation Factor- BlackRock	66.65		1.5%	-0.8%	-2.0%	4.2%	8.6%	19.8%	20.0%	9.9%	83.8%	98.2%	85.8%	151.7%	-2.2%	Jul '26
US Min Volatility- Fidelity	71.27		0.06%	2.9%	4.3%	3.1%	5.2%	13.6%	11.8%	7.2%	45.1%	56.4%	45.9%	77.9%	-0.4%	Jul '26
Derivative Income- JPMorgan	57.06		0.3%	1.1%	1.0%	-0.1%	0.1%	7.3%	8.1%	2.4%	27.8%	40.0%	32.7%	51.4%	-2.7%	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	17.28	p	EOD	-0.7%	-0.1%	1.2%	8.5%	10.6%	6.5%	9.3%	29.9%	44.2%	41.5%	41.0%	-1.0%	Jul '26
Multistrategy- AQR	14.68	p	EOD	-1.1%	0.9%	0.4%	2.8%	12.2%	16.4%	4.8%	44.8%	74.6%	72.1%	53.8%	-1.6%	Jun '26
Long Short- AQR	20.81	p	EOD	-0.8%	2.0%	1.3%	-0.5%	13.4%	34.4%	-1.7%	90.1%	175.1%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.01	p	EOD	-1.9%	0.4%	3.2%	9.7%	22.4%	18.3%	10.8%	73.5%	83.3%	87.3%	87.9%	-2.2%	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.6%	1.3%	3.2%	6.6%	7.2%	3.1%	20.7%	42.9%	38.0%	29.3%	NewNew Peak	Jul '26
Long Short- First Trust	75.19		1.1%	0.6%	1.9%	1.9%	4.9%	13.4%	9.1%	6.0%	44.3%	61.4%	52.2%	68.3%	-0.2%	Jul '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)	333.04	-1.1%	4.8%	-6.8%	-13.5%	-1.4%	69.8%	66.0%	6.5%	153.3%	149.2%	131.6%	244.2%	-17.3%	May '26
Meta (Communications)	529.86	-9.5%	-12.6%	-5.9%	-13.4%	-26.0%	-23.6%	13.1%	-19.7%	64.1%	49.9%	57.7%	318.8%	-32.8%	Aug '25
Amazon (Cyclical)	237.09	4.6%	1.5%	-0.5%	-10.6%	-0.9%	3.0%	5.2%	2.7%	79.3%	42.5%	39.1%	110.0%	-13.8%	May '26
Tesla (Cyclical)	306.10	2.6%	-4.3%	-27.2%	-19.8%	-28.9%	-4.1%	11.4%	-31.9%	14.9%	33.6%	-23.5%	40.9%	-37.5%	Dec '25
Procter & Gamble (Defensive)	143.20	-2.0%	-1.8%	-2.3%	-2.6%	-4.9%	-4.3%	-12.3%	1.4%	-1.7%	13.6%	-1.4%	26.9%	-17.0%	Dec '24
PepsiCo (Defensive)	140.60	-2.0%	4.2%	3.8%	-11.3%	-7.7%	1.2%	-1.8%	-1.2%	-18.8%	3.9%	-7.0%	-7.0%	-20.7%	May '23
Coca-Cola (Defensive)	87.85	-1.4%	8.2%	8.1%	11.5%	18.2%	30.6%	15.6%	26.5%	52.6%	77.4%	68.1%	76.8%	-1.4%	Jul '26
Exxon Mobil (Energy)	155.42	-0.8%	-0.9%	13.7%	1.4%	11.4%	43.3%	16.0%	30.9%	64.9%	224.5%	185.7%	78.8%	-8.7%	Mar '26
Chevron (Energy)	190.30	-0.8%	-2.1%	14.8%	-1.6%	8.6%	27.9%	10.1%	26.1%	34.7%	127.4%	89.4%	39.3%	-9.9%	Mar '26
JPMorgan Chase (Financial)	348.78	1.2%	-0.3%	6.6%	11.3%	14.6%	18.1%	37.3%	9.3%	136.4%	159.2%	141.9%	266.0%	-2.4%	Jul '26
Visa (Financial)	364.77	-1.1%	3.7%	6.3%	10.8%	13.8%	4.8%	11.8%	4.4%	58.3%	53.7%	70.5%	110.7%	-1.5%	Jun '25
Mastercard (Financial)	577.02	2.4%	8.8%	12.3%	14.7%	7.3%	3.7%	9.0%	1.4%	49.2%	53.7%	59.8%	107.9%	-3.2%	Aug '25
Bank of America (Financial)	61.60	0.9%	0.5%	8.1%	15.2%	16.4%	30.5%	28.0%	12.6%	107.1%	80.5%	48.5%	125.7%	-1.6%	Jul '26
UnitedHealth (Health)	418.34	-0.5%	-1.2%	0.7%	12.9%	46.9%	60.5%	-33.1%	27.7%	-12.1%	10.2%	-10.2%	-10.6%	-30.6%	Nov '24
Johnson & Johnson (Health)	255.99	-3.6%	-1.3%	0.8%	11.4%	13.2%	56.0%	47.5%	24.4%	59.2%	70.1%	68.7%	74.4%	-4.2%	Jul '26
Eli Lilly (Health)	1165.61	-3.7%	-1.7%	-2.8%	24.9%	12.8%	54.4%	40.2%	8.8%	159.7%	401.8%	346.8%	270.0%	-5.7%	Jul '26
Union Pacific (Industrials)	289.08	-1.1%	-5.0%	6.3%	7.3%	23.6%	30.6%	3.9%	25.6%	32.2%	47.2%	28.7%	63.3%	-5.9%	Jul '26
Honeywell (Industrials)	238.89	-0.9%	-3.0%	6.7%	12.1%	6.1%	16.6%	-6.4%	23.7%	38.5%	20.3%	34.8%	58.9%	-47.5%	Jun '26
Nvidia (IT)	195.60	2.9%	-6.3%	-2.2%	-2.0%	2.3%	9.1%	38.9%	4.9%	318.7%	905.4%	550.7%	1603.1%	-17.0%	May '26
Broadcom (IT)	385.26	4.0%	-1.8%	2.0%	-7.7%	16.5%	28.0%	50.6%	11.5%	343.2%	770.4%	528.3%	845.6%	-20.0%	Jun '26
Adobe (IT)	244.92	-7.0%	15.4%	19.5%	-0.5%	-16.5%	-32.7%	-21.3%	-30.0%	-53.7%	-60.6%	-56.6%	-14.4%	-61.4%	Feb '24
Oracle (IT)	126.54	7.5%	5.4%	-13.7%	-21.6%	-22.8%	-49.1%	18.1%	-34.7%	12.6%	54.8%	52.9%	107.2%	-61.2%	Sep '25
salesforce.com (IT)	177.26	-5.9%	13.0%	13.1%	0.4%	-16.3%	-32.7%	-20.2%	-32.9%	-20.3%	-25.7%	-29.6%	26.4%	-51.3%	Dec '24
Linde PLC (Materials)	508.07	-0.6%	0.3%	-2.1%	1.4%	11.6%	10.1%	3.2%	19.6%	35.4%	76.3%	59.0%	95.9%	-7.1%	Jul '26
Sherwin-Williams (Materials)	342.35	-0.4%	10.2%	-0.6%	6.4%	-3.3%	3.8%	-3.8%	5.9%	25.2%	22.7%	4.9%	75.4%	-13.4%	Nov '24
American Tower (Real Estate)	174.00	-2.9%	5.7%	6.4%	-4.8%	-2.0%	-14.2%	-0.9%	0.1%	1.3%	-28.7%	-30.3%	6.6%	-23.9%	Sep '24
Prologis Inc. (Real Estate)	145.43	-0.02%	0.2%	7.4%	2.4%	12.3%	37.4%	25.1%	14.8%	28.5%	30.2%	0.3%	61.6%	-3.1%	Jul '26
NextEra Energy (Utilities)	87.90	-0.6%	-2.1%	0.2%	-10.2%	0.7%	26.5%	15.5%	10.2%	30.9%	27.8%	7.6%	33.4%	-10.2%	Apr '26
Duke Energy (Utilities)	127.28	-1.4%	-1.5%	0.6%	-0.9%	6.7%	9.3%	12.7%	10.5%	53.0%	46.9%	46.4%	71.3%	-3.8%	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	15.79	p	EOD	-0.1%	-1.5%	0.0%	0.8%	5.8%	9.4%	1.7%	20.9%	9.4%	10.1%	31.9%	-1.6%	Jun '26
Moderate-60% Stock	68.25		1.0%	0.3%	-1.8%	0.8%	3.3%	12.9%	16.4%	5.5%	40.6%	36.1%	32.5%	68.2%	-2.3%	Jun '26
Mod Agg-80% Stock	53.90	p	EOD	-1.1%	-2.7%	0.8%	4.2%	15.8%	19.6%	7.0%	50.4%	47.2%	42.2%	86.8%	-3.4%	Jun '26
Aggressive-90% Stock	33.29	p	EOD	-1.7%	-3.6%	1.1%	6.2%	19.9%	20.9%	10.0%	54.9%	50.8%	44.6%	93.1%	-3.8%	Jul '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	64553.01	1.0%	-0.8%	10.2%	-15.4%	-23.3%	-45.2%	-6.3%	-26.2%	120.2%	52.8%	38.9%	237.0%	-48.3%	Oct '25
Ethereum	1912.50	0.2%	1.9%	21.8%	-15.2%	-29.2%	-49.8%	-11.0%	-35.5%	2.0%	-22.5%	-49.2%	47.7%	-60.4%	Aug '25
BNB	586.20	2.6%	3.4%	7.4%	-4.7%	-31.6%	-26.1%	23.1%	-32.1%	142.3%	81.5%	14.5%	116.3%	-55.3%	Oct '25
Solana	74.25	0.9%	-2.1%	1.0%	-10.6%	-36.7%	-58.2%	-34.2%	-40.4%	198.8%	129.2%	-56.4%	138.2%	-71.6%	Jan '25
Bitcoin ETF	36.58	1.6%	-0.2%	9.9%	-15.5%	-23.0%	-44.9%	-6.4%	-26.3%	-	-	-	-	-48.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.03	1.7%	-0.3%	9.9%	-15.8%	-23.5%	-45.5%	-7.6%	-26.8%	195.8%	59.5%	61.6%	394.1%	-49.2%	Oct '25
Bloomberg Commodities	23.98	-0.2%	-2.6%	7.3%	-5.3%	10.4%	34.5%	14.9%	22.8%	39.6%	61.0%	55.9%	35.2%	-7.4%	May '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	5.21	1.2%	0.7%	6.2%	4.4%	6.9%	6.0%	1.1%	7.6%	29.2%	174.5%	158.3%	34.1%	NewNew Peak	Jul '26
10yr Treasury rate	4.66	0.8%	-0.9%	5.5%	6.2%	9.9%	6.5%	-9.0%	12.0%	17.4%	276.2%	186.3%	19.5%	-6.6%	Oct '23
5yr Treasury rate	4.37	0.4%	-2.1%	4.3%	8.6%	15.0%	10.2%	-15.0%	17.4%	4.1%	521.3%	220.0%	6.2%	-12.0%	Oct '23
13-week T-bill	3.65	-0.1%	-3.9%	-2.1%	1.9%	2.3%	-13.7%	-15.7%	3.0%	-30.5%	9032.5%	6792.5%	3.4%	-31.7%	Oct '23
Crude Oil	83.95	-0.6%	-8.9%	20.8%	-20.1%	28.7%	19.9%	-19.9%	46.2%	4.2%	13.5%	10.3%	-3.8%	-25.7%	Apr '26
Gold	4160.00	3.1%	2.8%	3.4%	-9.9%	-11.8%	26.2%	64.5%	-3.8%	112.2%	129.5%	131.2%	149.1%	-21.8%	Jan '26
USD/EUR	0.87	-0.5%	-1.4%	-1.0%	1.7%	3.8%	-0.9%	-11.4%	1.9%	-	-	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	158.22	-3.1%	-3.4%	-2.7%	0.8%	3.3%	6.0%	-0.4%	1.2%	-	-	37.4%	7.8%	-3.4%	Jul '26
S&P 500 Volatility Index	18.16	-12.1%	-2.9%	10.4%	7.5%	4.1%	17.3%	-13.8%	21.5%	36.2%	-0.4%	9.4%	-45.9%	-65.3%	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	50.47		0.05%	0.2%	-0.3%	0.0%	0.4%	3.4%	6.1%	0.8%	18.0%	17.9%	18.2%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	49.72		-0.3%	0.1%	-1.9%	-1.1%	-1.0%	4.1%	4.3%	-0.4%	9.2%	3.4%	3.9%	15.4%	-2.2%	Feb '26
Interm Bond- Janus MSB	44.56		0.2%	0.5%	-0.9%	-1.3%	-1.3%	4.0%	8.8%	-0.8%	13.3%	1.9%	2.8%	19.5%	-2.9%	Feb '26
Interm Bond- Vanguard	75.74		0.2%	0.4%	-1.3%	-1.3%	-1.4%	2.0%	8.5%	-1.4%	12.8%	-1.8%	0.7%	18.3%	-3.2%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.0%	0.3%	1.1%	2.2%	6.3%	8.2%	2.7%	29.3%	34.5%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.86		0.2%	0.5%	-1.0%	0.1%	-0.9%	2.8%	8.2%	0.0%	17.4%	13.5%	13.7%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	72.25		0.3%	0.0%	-4.0%	-2.7%	-3.5%	0.3%	7.2%	-3.0%	8.0%	-16.8%	-14.3%	21.0%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	0.4%	-1.7%	-0.7%	-0.6%	5.0%	3.3%	-0.2%	8.6%	-0.3%	0.0%	14.9%	-1.8%	Feb '26
Long Muni- iShares	56.49		-0.2%	0.0%	-2.0%	-1.2%	-1.5%	4.6%	3.4%	-0.7%	7.4%	1.0%	1.2%	13.0%	-2.6%	Feb '26

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