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S&P 500

Return

60.9%

[

19.6%

annualized]

Dec 29 2023 - Aug 26 2026

DJIA (Large Value)

Return

41.9%

[

14.0%

annualized]

Dec 29 2023 - Aug 26 2026

Russell 2000 (Small Cap)

Return

48.3%

[

16.0%

annualized]

Dec 29 2023 - Aug 26 2026

Performance Range:

As of Aug 26 10:20 PM EDT, next update at 10:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7675.70	-0.02%	0.5%	3.5%	2.1%	11.6%	18.4%	16.4%	12.1%	74.2%	70.2%	60.0%	114.6%	-1.6%	Aug '26
DJIA (Large Value)	53463.88	-0.2%	1.3%	2.4%	5.6%	9.2%	17.3%	13.0%	11.2%	55.7%	50.8%	46.1%	83.0%	-1.6%	Aug '26
Russell 2000 (Small Cap)	3005.90	-0.1%	0.5%	2.0%	2.9%	14.2%	26.6%	11.3%	21.1%	62.2%	32.0%	32.3%	78.1%	-2.0%	Aug '26
NASDAQ Comp (Tech/Growth)	26130.20	-0.08%	0.2%	4.8%	-2.0%	15.3%	21.0%	20.4%	12.4%	92.3%	72.7%	65.0%	150.8%	-3.6%	Jun '26
Aggregate Bond	97.86	-0.2%	0.4%	0.5%	0.1%	-1.5%	2.4%	7.2%	0.3%	14.3%	-1.0%	0.8%	17.7%	-1.5%	Feb '26
Corp Bond	106.78	-0.07%	0.7%	0.7%	-0.8%	-2.2%	1.5%	7.9%	-0.5%	16.3%	-3.9%	-1.7%	24.6%	-2.2%	Feb '26
High Yield Bond	79.90	-0.03%	0.4%	1.3%	1.2%	2.0%	4.6%	8.6%	2.6%	27.9%	20.0%	19.4%	39.8%	NewNew Peak	Aug '26
Preferred	30.69	0.03%	0.8%	1.8%	-0.9%	0.1%	2.3%	4.9%	2.1%	21.9%	4.5%	3.3%	26.8%	-1.9%	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	53.67	0.2%	2.4%	4.4%	5.3%	1.3%	18.6%	9.9%	19.3%	40.7%	37.9%	31.2%	68.5%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	117.16	-0.7%	0.4%	5.7%	-3.4%	0.7%	1.0%	7.4%	-1.5%	45.8%	34.3%	15.7%	74.1%	-5.5%	Jan '26
Financial Services	58.26	-0.09%	2.3%	2.4%	13.7%	14.3%	10.0%	14.9%	7.3%	79.7%	62.9%	59.2%	104.8%	-0.1%	Aug '26
Real Estate	98.61	-0.6%	0.0%	-1.9%	2.6%	5.1%	11.4%	3.3%	13.6%	37.2%	11.6%	2.2%	50.0%	-2.3%	Jul '26
Communication Services	112.61	-0.5%	1.7%	4.6%	-2.9%	-4.1%	2.6%	23.1%	-3.8%	78.1%	39.9%	51.0%	146.2%	-5.7%	Jan '26
Energy	62.43	0.6%	-2.1%	7.0%	10.3%	13.2%	44.3%	7.9%	41.6%	56.9%	203.5%	155.0%	76.6%	-2.1%	Aug '26
Industrials	180.34	1.1%	0.3%	-1.6%	3.7%	2.3%	19.3%	19.3%	16.9%	76.7%	85.3%	84.0%	125.0%	-3.3%	Aug '26
Technology	182.84	0.6%	-0.1%	4.9%	-0.7%	32.1%	39.0%	24.6%	27.3%	121.1%	140.3%	115.5%	222.3%	-7.6%	Jun '26
Consumer Staples/Defensive	86.27	-0.3%	1.1%	1.1%	2.7%	-2.9%	9.8%	1.5%	12.5%	29.2%	37.1%	26.0%	41.0%	-2.9%	Feb '26
Healthcare	173.54	-1.0%	0.7%	6.2%	17.1%	9.3%	28.9%	14.5%	13.1%	36.8%	39.8%	33.9%	51.5%	-1.2%	Aug '26
Utilities	43.51	0.5%	-0.6%	-4.8%	-3.0%	-7.6%	4.9%	16.0%	3.3%	49.6%	47.5%	40.5%	58.4%	-7.6%	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	160.90	-0.11%	0.6%	4.1%	2.7%	9.9%	22.2%	22.4%	14.5%	79.0%	68.9%	63.4%	122.1%	-1.0%	Aug '26
MSCI Emerging Markets	67.17	-0.12%	0.8%	5.6%	-1.3%	7.9%	37.2%	34.0%	23.4%	85.5%	46.5%	51.4%	113.2%	-5.7%	Jun '26
FTSE Europe	92.70	-0.5%	0.7%	4.3%	5.2%	4.7%	21.5%	35.8%	12.9%	69.9%	56.5%	56.3%	129.1%	-0.5%	Aug '26
MSCI Japan	95.43	-0.2%	1.2%	4.3%	4.0%	3.9%	26.6%	25.9%	18.8%	73.7%	57.9%	58.4%	115.7%	-3.1%	Aug '26
MSCI India	49.75	-1.0%	0.4%	1.8%	2.5%	-4.8%	-5.6%	2.7%	-8.0%	14.5%	12.4%	7.8%	23.9%	-15.3%	Sep '24
MSCI China	55.10	-0.04%	-0.7%	1.5%	0.0%	-6.1%	-6.5%	31.0%	-7.7%	35.9%	-10.2%	-2.0%	50.0%	-16.2%	Oct '25
International Bond	47.78	-0.3%	0.3%	0.0%	-0.2%	-1.5%	1.4%	2.9%	0.5%	12.8%	0.0%	1.9%	18.0%	-1.5%	Feb '26
iShares Latin America	35.03	-0.5%	3.9%	0.6%	0.5%	-2.7%	35.4%	52.7%	16.5%	54.8%	69.1%	101.8%	81.0%	-6.9%	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	704.20	0.03%	0.5%	3.7%	2.4%	12.3%	19.9%	17.8%	13.0%	81.2%	82.6%	70.9%	126.4%	-1.5%	Aug '26
US Large Growth	121.75	-0.07%	-0.1%	3.9%	-3.1%	8.4%	9.7%	19.8%	3.1%	88.9%	89.3%	75.5%	153.2%	-5.4%	Jun '26
US Large Value	258.46	0.07%	0.9%	3.5%	9.0%	15.4%	30.4%	15.7%	23.7%	74.5%	74.0%	67.3%	103.0%	-0.1%	Aug '26

US MidCap Blend	83.12	0.4%	0.7%	2.6%	6.4%	9.3%	18.7%	17.0%	15.4%	82.5%	78.1%	70.1%	119.9%	-1.6%	Aug '26
US MidCap Growth	305.09	0.5%	0.7%	3.5%	4.3%	9.9%	6.3%	10.7%	9.7%	55.9%	27.3%	25.3%	85.0%	-2.8%	Aug '26
US MidCap Value	209.51	0.3%	0.8%	2.0%	8.0%	8.9%	23.4%	12.1%	19.3%	64.7%	60.4%	54.1%	86.4%	-0.7%	Aug '26

US Small Blend	303.96	0.3%	0.4%	2.4%	4.2%	10.4%	21.8%	8.9%	18.6%	62.4%	44.1%	42.9%	85.5%	-1.7%	Aug '26
US Small Growth	385.20	-0.10%	0.7%	3.1%	1.5%	15.1%	25.4%	12.9%	19.4%	67.7%	30.2%	33.9%	90.1%	-2.6%	Aug '26
US Small Value	224.34	-0.1%	0.2%	1.0%	4.8%	14.3%	30.7%	12.4%	24.6%	68.5%	50.0%	45.5%	83.2%	-1.4%	Aug '26

Foreign Large Blend	108.27	-0.5%	0.9%	4.2%	5.0%	4.4%	22.1%	31.6%	14.5%	69.4%	57.2%	57.1%	118.4%	-0.5%	Aug '26
Foreign Growth	125.61	-0.5%	0.7%	5.0%	3.2%	2.9%	15.5%	20.7%	11.1%	46.8%	22.9%	22.9%	86.2%	-1.2%	Aug '26
Foreign Value	82.23	-0.4%	1.0%	3.4%	6.7%	5.8%	28.9%	42.2%	18.2%	93.9%	97.5%	98.0%	154.0%	-0.4%	Aug '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	23.15	0.02%	0.5%	1.2%	2.5%	5.5%	3.0%	3.6%	3.1%	20.3%	31.1%	29.2%	35.1%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.67	0%	0.0%	0.4%	1.1%	2.6%	4.8%	5.2%	2.9%	19.7%	27.2%	26.9%	29.2%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.53	0.10%	-0.3%	0.7%	1.2%	4.3%	4.1%	6.9%	1.3%	22.0%	29.8%	28.6%	35.1%	-0.3%	Aug '26
Interval CEF- Cliffwater	10.34	0%	0.1%	0.5%	1.5%	3.1%	6.8%	8.9%	3.8%	33.1%	57.3%	52.8%	45.9%	NewNew Peak	Aug '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	59.85	-0.06%	0.4%	3.0%	2.0%	10.5%	18.4%	17.7%	12.7%	85.2%	113.1%	110.1%	132.0%	-1.7%	Aug '26
Int’l Min Volatility- Franklin	43.08	-0.3%	0.8%	1.3%	5.6%	5.6%	30.7%	27.1%	19.3%	90.7%	117.5%	112.7%	128.4%	-0.3%	Aug '26
MidCap 30 - Hennessy (hi fee)	27.35	-0.3%	-0.7%	-2.8%	-5.0%	6.3%	13.7%	3.0%	12.7%	72.9%	109.9%	110.4%	116.3%	-7.8%	Jun '26
Small Value- Avantis	125.81	0.3%	0.2%	0.3%	4.3%	12.1%	27.3%	7.4%	24.1%	67.3%	79.6%	68.0%	92.8%	-2.3%	Aug '26
Mid Value- Pacer Cash Cows	71.86	-0.3%	0.9%	9.0%	12.2%	11.2%	26.5%	9.0%	20.0%	52.1%	76.1%	65.8%	79.4%	-0.4%	Aug '26
Growth- S&P Momentum	147.52	0.07%	-0.5%	1.9%	-1.2%	24.0%	26.8%	26.6%	24.2%	161.1%	148.7%	141.2%	196.4%	-8.7%	Jun '26
Invesco S&P Quality	86.51	0.5%	1.1%	1.7%	1.4%	7.5%	20.7%	13.2%	16.0%	75.4%	81.3%	72.5%	127.4%	-4.0%	Jun '26
Rotation Factor- BlackRock	69.13	0.10%	0.4%	3.2%	3.3%	13.8%	21.6%	20.0%	14.2%	98.2%	100.1%	93.0%	161.5%	-1.7%	Aug '26
US Min Volatility- Fidelity	72.98	-0.03%	0.8%	3.4%	4.4%	7.5%	14.6%	11.8%	10.2%	52.2%	58.0%	49.9%	82.9%	-0.9%	Aug '26
Derivative Income- JPMorgan	58.16	0.03%	0.8%	2.5%	5.5%	1.2%	10.3%	8.1%	6.5%	34.4%	43.3%	38.0%	57.5%	NewNew Peak	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	17.62	0.5%	0.2%	1.4%	1.8%	9.9%	9.6%	6.5%	11.4%	32.1%	46.7%	44.3%	43.8%	-0.3%	Aug '26
Multistrategy- AQR	15.13	0.4%	0.7%	2.4%	3.1%	3.6%	14.3%	16.4%	8.0%	46.3%	81.3%	77.4%	58.5%	NewNew Peak	Aug '26
Long Short- AQR	22.11	0.3%	0.7%	5.1%	6.6%	5.1%	17.1%	34.4%	4.5%	96.8%	194.6%	169.8%	157.3%	-1.0%	Aug '26
Mkt Neutral- BlackRock	15.36	-0.07%	-0.3%	0.9%	3.4%	10.4%	21.0%	18.3%	13.4%	77.5%	90.3%	91.7%	92.3%	-1.7%	Aug '26
Multi Strategy- Variant	25.86	0%	0.1%	0.5%	1.3%	3.0%	6.5%	7.2%	3.6%	20.7%	42.6%	38.6%	29.9%	NewNew Peak	Aug '26
Long Short- First Trust	76.60	0.4%	1.1%	2.1%	3.1%	7.9%	13.8%	9.1%	8.3%	50.9%	63.4%	55.5%	72.0%	NewNew Peak	Aug '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)	342.00	-1.4%	0.4%	4.7%	-12.0%	9.8%	65.3%	66.0%	9.4%	165.7%	139.6%	138.0%	253.7%	-15.0%	May '26
Meta (Communications)	576.14	1.1%	5.6%	-3.0%	-9.2%	-11.0%	-22.7%	13.1%	-12.6%	103.6%	56.0%	71.7%	355.8%	-26.8%	Aug '25
Amazon (Cyclical)	260.28	-0.3%	0.1%	12.5%	-4.3%	23.9%	13.6%	5.2%	12.8%	95.3%	55.4%	52.7%	130.5%	-8.4%	Aug '26
Tesla (Cyclical)	345.82	-1.3%	0.2%	11.8%	-21.5%	-14.1%	-1.1%	11.4%	-23.1%	44.9%	45.7%	-13.5%	59.2%	-29.4%	Dec '25
Procter & Gamble (Defensive)	145.00	-0.3%	1.4%	-2.4%	-1.0%	-12.0%	-4.9%	-12.3%	3.4%	2.2%	15.9%	0.6%	29.4%	-15.3%	Dec '24
PepsiCo (Defensive)	142.19	-0.06%	0.1%	1.7%	-2.7%	-14.6%	0.1%	-1.8%	1.0%	-12.0%	7.5%	-5.0%	-4.9%	-18.9%	May '23
Coca-Cola (Defensive)	90.08	-1.7%	-0.5%	7.1%	11.1%	11.9%	34.6%	15.6%	30.6%	62.9%	87.7%	73.5%	82.5%	-2.1%	Aug '26
Exxon Mobil (Energy)	158.19	-1.5%	-4.8%	2.9%	7.6%	5.1%	44.4%	16.0%	34.1%	61.3%	238.0%	192.7%	83.2%	-6.5%	Mar '26
Chevron (Energy)	200.21	0.2%	-2.7%	6.3%	10.7%	9.1%	30.7%	10.1%	35.0%	42.6%	148.0%	102.8%	49.2%	-3.5%	Mar '26
JPMorgan Chase (Financial)	356.50	-0.05%	1.4%	0.1%	19.7%	19.9%	21.4%	37.3%	12.2%	159.0%	147.8%	148.4%	275.7%	-2.4%	Aug '26
Visa (Financial)	383.90	-0.06%	5.0%	6.1%	17.4%	20.4%	10.5%	11.8%	10.1%	61.9%	71.4%	79.8%	122.1%	-0.1%	Aug '26
Mastercard (Financial)	598.47	-0.2%	4.3%	8.5%	21.1%	16.1%	2.0%	9.0%	5.3%	51.2%	73.3%	66.0%	116.0%	-0.2%	Aug '26
Bank of America (Financial)	62.23	-0.3%	0.6%	0.2%	22.4%	26.2%	26.2%	28.0%	14.4%	135.4%	65.5%	50.8%	129.3%	-4.0%	Aug '26
UnitedHealth (Health)	401.01	1.1%	4.2%	-4.0%	5.0%	38.6%	35.5%	-33.1%	23.1%	-12.9%	4.5%	-13.4%	-13.9%	-33.1%	Nov '24
Johnson & Johnson (Health)	270.00	-1.1%	1.5%	2.0%	17.3%	9.8%	56.2%	47.5%	32.6%	76.9%	79.5%	79.8%	85.9%	-1.1%	Aug '26
Eli Lilly (Health)	1189.41	-3.6%	-4.4%	-0.5%	10.0%	13.4%	63.0%	40.2%	11.2%	119.3%	379.2%	356.6%	278.1%	-7.1%	Aug '26
Union Pacific (Industrials)	310.62	0.3%	2.2%	3.8%	11.8%	17.8%	43.8%	3.9%	35.7%	48.2%	57.0%	39.0%	76.4%	NewNew Peak	Aug '26
Honeywell (Industrials)	220.67	2.3%	1.1%	-9.9%	-8.9%	-12.9%	2.9%	-6.4%	9.3%	27.5%	7.0%	19.1%	40.4%	-14.4%	Mar '26
Nvidia (IT)	209.66	-1.6%	-3.3%	6.7%	-1.3%	18.5%	15.6%	38.9%	12.6%	356.5%	829.4%	598.3%	1727.6%	-11.0%	May '26
Broadcom (IT)	355.59	-0.3%	-2.3%	-7.2%	-15.6%	11.7%	19.3%	50.6%	3.1%	332.8%	687.6%	480.8%	774.2%	-26.0%	Jun '26
Adobe (IT)	273.47	-0.2%	0.5%	15.0%	14.8%	4.2%	-23.3%	-21.3%	-21.9%	-47.9%	-58.5%	-51.5%	-4.4%	-56.9%	Feb '24
Oracle (IT)	148.87	2.8%	4.8%	24.2%	-21.8%	3.1%	-36.1%	18.1%	-22.9%	32.9%	78.2%	80.5%	144.6%	-54.1%	Sep '25
salesforce.com (IT)	205.62	-0.03%	0.1%	18.4%	16.1%	6.1%	-17.1%	-20.2%	-22.0%	-0.1%	-21.5%	-18.1%	47.0%	-43.4%	Dec '24
Linde PLC (Materials)	490.33	0.6%	1.9%	-3.3%	-3.1%	-2.9%	2.9%	3.2%	15.7%	33.5%	66.8%	53.9%	89.7%	-10.3%	Jul '26
Sherwin-Williams (Materials)	348.66	-0.5%	0.7%	6.8%	12.7%	-3.2%	-4.2%	-3.8%	8.4%	35.3%	20.5%	7.4%	79.5%	-11.4%	Nov '24
American Tower (Real Estate)	175.73	-1.6%	0.0%	5.4%	-4.1%	-6.6%	-10.2%	-0.9%	2.1%	10.0%	-28.0%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	142.59	-0.5%	1.4%	-3.2%	-2.0%	1.6%	30.6%	25.1%	13.4%	27.9%	25.4%	-1.0%	59.6%	-5.0%	Jul '26
NextEra Energy (Utilities)	84.22	0%	-1.0%	-5.2%	-3.2%	-9.5%	17.3%	15.5%	6.4%	35.4%	14.6%	3.9%	28.8%	-13.3%	Apr '26
Duke Energy (Utilities)	121.89	0.2%	-0.7%	-4.6%	-1.9%	-5.2%	2.0%	12.7%	6.7%	50.6%	41.2%	41.4%	65.5%	-7.1%	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	16.03	-0.2%	0.4%	1.1%	0.6%	0.7%	6.1%	9.4%	3.2%	25.1%	10.9%	11.8%	33.9%	-0.2%	Aug '26
Moderate-60% Stock	69.99	-0.1%	0.5%	2.6%	1.7%	5.2%	14.4%	16.4%	9.0%	50.4%	38.8%	36.9%	73.8%	-0.6%	Aug '26
Mod Agg-80% Stock	56.39	-0.12%	0.6%	3.4%	2.2%	7.1%	18.4%	19.6%	12.0%	64.0%	51.6%	48.7%	95.4%	-0.8%	Aug '26
Aggressive-90% Stock	35.02	0.03%	0.7%	3.6%	2.5%	9.8%	23.3%	20.9%	15.7%	70.6%	55.2%	52.1%	103.2%	-0.8%	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	78820.84	-0.3%	7.9%	23.7%	6.0%	19.6%	-29.1%	-6.3%	-9.9%	202.6%	60.7%	69.7%	311.4%	-36.8%	Oct '25
Ethereum	2501.30	-0.2%	7.5%	32.3%	23.7%	29.5%	-44.5%	-11.0%	-15.7%	51.3%	-23.5%	-33.5%	93.2%	-48.2%	Aug '25
BNB	704.40	-0.4%	7.6%	24.5%	8.7%	14.7%	-17.7%	23.1%	-18.4%	222.6%	42.4%	37.5%	160.0%	-46.2%	Oct '25
Solana	101.57	-0.2%	15.9%	37.0%	23.3%	23.9%	-49.9%	-34.2%	-18.4%	398.1%	15.3%	-40.4%	225.9%	-61.2%	Jan '25
Bitcoin ETF	44.46	-0.6%	7.9%	20.9%	4.7%	19.5%	-30.1%	-6.4%	-10.5%	-	-	-	-	-37.6%	Oct '25
Grayscale Bitcoin (hi fee)	60.73	-0.6%	7.9%	20.8%	4.4%	18.8%	-31.0%	-7.6%	-11.2%	287.5%	71.7%	96.2%	499.7%	-38.3%	Oct '25
Bloomberg Commodities	25.26	0.6%	-0.2%	5.9%	3.8%	15.8%	41.4%	14.9%	29.3%	49.0%	69.1%	64.2%	42.4%	-2.5%	May '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	5.19	0.2%	-1.0%	1.2%	3.5%	11.9%	5.6%	1.1%	7.1%	20.8%	170.4%	157.2%	33.5%	-2.3%	Aug '26
10yr Treasury rate	4.66	0.5%	-0.7%	0.5%	4.1%	17.7%	10.1%	-9.0%	12.0%	10.0%	255.5%	186.5%	19.5%	-6.5%	Oct '23
5yr Treasury rate	4.38	0.7%	-0.1%	-0.4%	4.9%	24.7%	18.2%	-15.0%	17.7%	-1.2%	447.6%	221.0%	6.5%	-11.7%	Oct '23
13-week T-bill	3.69	-0.4%	-0.4%	-2.8%	2.9%	3.1%	-9.1%	-15.7%	4.0%	-30.6%	8481.4%	6862.3%	4.4%	-31.0%	Oct '23
Crude Oil	81.65	-0.7%	-7.0%	-1.2%	-7.9%	21.8%	27.3%	-19.9%	42.2%	2.3%	18.8%	7.3%	-6.4%	-27.7%	Apr '26
Gold	4695.70	2.1%	4.0%	15.2%	5.6%	-10.2%	37.9%	64.5%	8.6%	145.7%	158.5%	161.0%	181.1%	-11.7%	Jan '26
USD/EUR	0.86	-0.01%	0.2%	-2.5%	-0.4%	1.2%	-0.1%	-11.4%	0.7%	-	-	-2.5%	-16.7%	-12.1%	Jan '25
USD/JPY	159.34	0.06%	0.3%	-2.7%	-0.1%	2.2%	8.2%	-0.4%	1.9%	-	-	38.4%	8.6%	-2.8%	Jul '26
S&P 500 Volatility Index	15.21	-1.6%	-5.0%	-18.5%	-6.6%	-23.4%	2.4%	-13.8%	1.7%	-3.0%	-7.2%	-8.4%	-54.7%	-70.9%	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	50.52	-0.02%	0.1%	0.6%	0.9%	1.1%	3.8%	6.1%	2.1%	18.7%	19.3%	19.6%	25.0%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.70	-0.10%	-0.1%	0.0%	-0.3%	-1.3%	4.0%	4.3%	0.5%	11.9%	4.6%	4.8%	16.4%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.62	-0.2%	0.3%	0.6%	0.2%	-1.5%	3.8%	8.8%	0.7%	17.3%	3.5%	4.2%	21.2%	-1.5%	Feb '26
Interm Bond- Vanguard	75.77	-0.2%	0.3%	0.5%	0.0%	-2.0%	1.6%	8.5%	-0.2%	15.8%	-0.3%	1.9%	19.6%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.93	0%	0.2%	0.5%	0.9%	3.1%	5.6%	8.2%	3.2%	29.7%	34.6%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.97	-0.2%	0.3%	0.7%	0.5%	-0.6%	3.1%	8.2%	1.2%	19.5%	14.5%	15.1%	29.3%	-0.7%	Feb '26
Long Bond- Vanguard	72.67	-0.03%	1.2%	0.8%	-1.8%	-3.3%	1.2%	7.2%	-1.1%	13.7%	-15.0%	-12.5%	23.5%	-4.0%	Oct '25
Long CA Muni- PIMCO	9.27	-0.11%	-0.1%	0.0%	-0.3%	-1.5%	5.5%	4.4%	0.7%	14.7%	5.1%	4.7%	20.3%	-1.8%	Jul '26
Long Muni- iShares	56.49	-0.1%	-0.2%	-0.1%	-0.4%	-1.9%	4.2%	3.4%	0.0%	10.0%	2.0%	2.0%	13.8%	-1.9%	Feb '26

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