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S&P 500

Return

79.1%

[

21.0%

annualized]

Dec 30 2022 - Jan 21 2026

-1.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.1%

[

13.7%

annualized]

Dec 30 2022 - Jan 21 2026

-1.0%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

53.2%

[

15.0%

annualized]

Dec 30 2022 - Jan 21 2026

New Peak

Performance Range:

As of Jan 21 11:20 PM EDT, next update at 11:30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6875.62	1.2%	-1.0%	0.0%	2.6%	9.0%	13.0%	16.4%	0.4%	73.1%	79.0%	43.3%	92.2%	-1.5%	Jan '26
DJIA (Large Value)	49077.23	1.2%	-0.7%	1.5%	5.3%	10.3%	11.1%	13.0%	2.1%	47.0%	58.3%	34.1%	68.0%	-1.0%	Jan '26
Russell 2000 (Small Cap)	2698.17	2.0%	0.9%	5.4%	10.1%	20.0%	17.1%	11.3%	8.7%	44.5%	24.4%	18.7%	59.9%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23224.82	1.2%	-1.3%	-0.9%	2.1%	11.2%	16.1%	20.4%	-0.1%	108.5%	71.5%	46.7%	122.9%	-3.1%	Oct '25
Aggregate Bond	100.00	0.3%	-0.2%	0.2%	-0.2%	3.5%	7.2%	7.2%	0.1%	11.3%	-1.1%	0.6%	17.5%	-0.3%	Jan '26
Corp Bond	110.56	0.6%	-0.3%	0.4%	-0.8%	3.8%	8.0%	7.9%	0.3%	13.9%	-2.1%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	81.12	0.3%	0.1%	0.9%	2.0%	3.7%	8.0%	8.6%	0.6%	27.2%	21.5%	17.2%	37.1%	New Peak	Jan '26
Preferred	31.85	0.8%	0.1%	2.2%	2.6%	5.3%	6.0%	4.9%	2.9%	17.1%	11.1%	4.1%	27.8%	New Peak	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	49.24	2.2%	0.6%	7.8%	12.1%	8.2%	13.2%	9.9%	8.6%	26.1%	46.2%	19.4%	53.3%	New Peak	Jan '26
Consumer Discretionary/Cyclical	121.40	1.9%	-1.1%	-0.8%	2.5%	8.1%	6.4%	7.4%	1.7%	79.2%	48.6%	19.4%	79.7%	-2.5%	Jan '26
Financial Services	53.46	0.5%	-1.7%	-3.4%	2.3%	2.2%	7.5%	14.9%	-2.4%	58.7%	92.1%	44.8%	86.3%	-5.2%	Jan '26
Real Estate	91.26	0.4%	-0.3%	3.4%	-0.1%	1.2%	5.7%	3.3%	3.1%	17.4%	28.1%	-7.2%	36.1%	-2.9%	Nov '24
Communication Services	114.63	1.0%	-1.4%	-1.7%	-0.6%	7.0%	16.9%	23.1%	-2.6%	122.9%	74.9%	52.8%	149.2%	-3.4%	Sep '25
Energy	48.75	2.4%	2.4%	10.3%	12.0%	16.0%	9.8%	7.9%	9.0%	19.2%	179.6%	96.4%	36.0%	New Peak	Jan '26
Industrials	166.36	1.7%	0.3%	5.9%	9.2%	11.0%	20.2%	19.3%	7.2%	75.9%	102.8%	68.8%	106.4%	-0.3%	Jan '26
Technology	143.81	1.4%	-1.1%	-0.9%	0.9%	11.4%	19.9%	24.6%	-0.1%	123.8%	125.1%	69.1%	152.9%	-5.3%	Oct '25
Consumer Staples/Defensive	82.44	0.10%	0.1%	5.9%	4.2%	2.5%	9.7%	1.5%	6.1%	23.1%	44.4%	18.9%	33.0%	New Peak	Jan '26
Healthcare	158.26	1.8%	0.8%	1.9%	8.9%	19.6%	13.3%	14.5%	2.2%	24.2%	45.7%	21.1%	37.0%	-0.9%	Jan '26
Utilities	43.02	0.1%	-1.4%	1.3%	-4.1%	2.6%	13.0%	16.0%	0.8%	36.2%	59.3%	37.0%	54.6%	-6.7%	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	144.01	1.2%	-0.7%	1.6%	4.5%	11.5%	20.6%	22.4%	1.8%	69.4%	67.7%	45.3%	97.5%	-0.9%	Jan '26
MSCI Emerging Markets	58.26	1.7%	0.3%	7.9%	8.9%	19.6%	40.2%	34.0%	6.5%	50.4%	17.4%	30.6%	84.0%	New Peak	Jan '26
FTSE Europe	85.81	1.0%	-0.1%	3.1%	7.3%	11.4%	33.2%	35.8%	2.6%	56.6%	63.0%	42.1%	108.2%	-0.5%	Jan '26
MSCI Japan	84.78	1.3%	-0.7%	5.4%	7.1%	20.6%	31.9%	25.9%	5.0%	60.2%	38.3%	40.0%	90.6%	-0.8%	Jan '26
MSCI India	51.55	-0.3%	-3.1%	-4.9%	-6.8%	-5.6%	1.8%	2.7%	-4.6%	21.9%	34.1%	11.7%	28.3%	-12.3%	Sep '24
MSCI China	62.49	1.4%	-1.7%	2.6%	0.4%	7.8%	37.9%	31.0%	4.0%	23.7%	-23.2%	10.4%	69.0%	-5.6%	Oct '25
International Bond	48.43	0.08%	-0.3%	0.4%	-0.6%	1.1%	3.4%	2.9%	0.2%	13.1%	-0.4%	1.6%	17.7%	-0.6%	Oct '25
iShares Latin America	33.85	2.9%	4.3%	12.4%	22.5%	37.8%	59.8%	52.7%	11.2%	60.2%	70.5%	92.5%	72.7%	New Peak	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	630.29	1.1%	-1.0%	0.1%	2.9%	9.7%	14.4%	17.8%	0.5%	80.6%	92.4%	52.0%	101.4%	-1.4%	Jan '26
US Large Growth	462.42	0.8%	-1.8%	-2.9%	-1.3%	7.1%	11.7%	18.3%	-2.3%	109.6%	92.7%	54.1%	126.3%	-5.9%	Oct '25
US Large Value	219.13	1.5%	0.0%	3.6%	7.8%	12.0%	15.8%	15.7%	4.2%	48.9%	72.2%	40.9%	70.9%	New Peak	Jan '26

US MidCap Blend	299.47	1.4%	-0.6%	1.8%	3.1%	5.5%	9.9%	11.6%	3.2%	47.4%	51.0%	25.9%	68.0%	-0.6%	Jan '26
US MidCap Growth	282.70	1.4%	-1.3%	-0.8%	-2.2%	-1.4%	4.8%	10.7%	1.3%	52.3%	33.5%	15.8%	70.9%	-5.0%	Oct '25
US MidCap Value	185.42	1.5%	-0.1%	3.6%	7.2%	10.7%	13.8%	12.1%	4.5%	41.4%	68.1%	35.1%	63.3%	-0.1%	Jan '26

US Small Blend	276.85	1.9%	0.4%	4.8%	9.3%	13.8%	11.7%	8.9%	7.3%	48.7%	42.9%	29.2%	67.7%	New Peak	Jan '26
US Small Growth	350.66	1.5%	0.7%	4.8%	9.1%	20.9%	17.2%	12.9%	8.6%	57.0%	14.6%	21.7%	72.8%	New Peak	Jan '26
US Small Value	197.61	2.5%	1.1%	6.4%	11.8%	20.5%	19.9%	12.4%	9.1%	42.9%	51.1%	27.3%	60.4%	New Peak	Jan '26

Foreign Large Blend	99.03	1.0%	-0.2%	3.5%	6.8%	12.9%	31.3%	31.6%	3.1%	53.7%	54.1%	41.5%	96.7%	-0.5%	Jan '26
Foreign Growth	118.52	1.2%	-0.3%	4.2%	3.8%	8.9%	20.3%	20.7%	4.0%	37.8%	25.0%	15.0%	74.3%	-1.1%	Jan '26
Foreign Value	73.20	0.9%	-0.2%	3.0%	9.9%	16.7%	42.3%	42.2%	2.5%	70.4%	86.0%	71.7%	120.2%	-0.4%	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	23.47	0%	0.0%	0.0%	0.7%	0.4%	3.2%	3.6%	0.2%	24.7%	29.7%	25.6%	31.3%	-0.4%	Sep '25
Ultra Short- Janus AAA CLO	50.77	0.04%	0.2%	0.7%	1.6%	2.8%	5.1%	5.2%	0.4%	22.1%	25.1%	23.8%	26.0%	New Peak	Jan '26
Bank Loan- Invesco	20.88	-0.2%	-98.8%	-98.8%	-98.8%	-98.8%	-98.7%	6.9%	-98.8%	-98.5%	-98.5%	-98.5%	-98.4%	-98.8%	Jan '26
Interval CEF- Cliffwater	10.48	0%	0.1%	0.6%	2.1%	4.0%	8.6%	8.9%	0.4%	37.5%	61.4%	47.8%	41.1%	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	53.98	1.0%	-0.7%	1.1%	4.2%	9.4%	13.7%	17.7%	1.2%	83.3%	127.3%	88.7%	108.4%	-1.3%	Jan '26
Int’l Min Volatility- Franklin	37.87	1.0%	-0.1%	3.5%	9.7%	17.7%	29.7%	27.1%	2.9%	70.9%	114.6%	83.4%	96.9%	-0.4%	Jan '26
MidCap 30 - Hennessy (hi fee)	26.04	1.8%	-0.8%	4.5%	10.4%	12.0%	6.1%	3.0%	7.3%	89.5%	126.5%	100.3%	105.9%	-0.8%	Jan '26
Small Value- Avantis	110.10	3.0%	1.1%	5.6%	12.6%	16.8%	12.1%	7.4%	8.0%	46.6%	89.8%	46.1%	67.7%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	61.97	1.5%	-0.5%	2.2%	8.6%	10.9%	8.6%	9.0%	3.0%	35.0%	90.5%	42.3%	54.0%	-0.5%	Jan '26
Growth- S&P Momentum	117.65	0.6%	-1.7%	-2.1%	-1.3%	4.7%	17.7%	26.6%	-1.4%	116.7%	127.2%	91.5%	135.4%	-5.0%	Oct '25
Invesco S&P Quality	77.23	1.1%	-0.4%	1.7%	4.8%	8.4%	12.8%	13.2%	2.9%	76.8%	92.9%	53.1%	101.8%	-0.5%	Jan '26
Rotation Factor- BlackRock	60.42	0.8%	-1.1%	-1.1%	2.5%	9.5%	15.2%	20.0%	-0.6%	102.6%	103.5%	68.0%	127.6%	-2.0%	Dec '25
US Min Volatility- Fidelity	67.20	0.8%	-0.7%	0.4%	2.7%	6.3%	10.7%	11.8%	0.7%	50.7%	68.9%	36.9%	67.0%	-1.1%	Jan '26
Derivative Income- JPMorgan	58.19	1.0%	-0.4%	1.5%	3.6%	5.9%	7.4%	8.1%	1.7%	34.6%	58.0%	31.7%	50.3%	-0.4%	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	15.80	-0.4%	0.4%	-0.6%	0.4%	1.0%	5.1%	6.5%	-0.1%	25.0%	30.8%	29.4%	28.9%	-1.7%	Aug '25
Multistrategy- AQR	14.06	0.6%	-0.4%	0.7%	3.0%	8.7%	14.7%	16.4%	0.4%	44.2%	77.1%	64.8%	47.3%	-0.7%	Jan '26
Long Short- AQR	20.49	0.10%	-1.4%	-3.6%	4.8%	13.0%	25.8%	34.4%	-3.2%	108.3%	210.3%	150.0%	138.4%	-3.8%	Dec '25
Mkt Neutral- BlackRock	14.59	-0.1%	-1.0%	-0.4%	6.0%	11.4%	15.4%	18.3%	0.1%	62.1%	70.3%	69.2%	69.8%	-1.6%	Jan '26
Multi Strategy- Variant	26.24	0%	-0.2%	-0.1%	1.1%	3.2%	6.4%	7.2%	-0.3%	22.0%	48.1%	33.4%	25.0%	-0.4%	Jan '26
Long Short- First Trust	70.77	0.8%	-0.5%	-0.7%	2.2%	7.0%	5.2%	9.1%	-0.3%	48.8%	63.1%	43.2%	58.3%	-1.4%	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)	328.38	2.0%	-1.3%	6.0%	30.6%	71.9%	66.2%	66.0%	4.9%	237.5%	249.6%	128.2%	239.1%	-2.3%	Jan '26
Meta (Communications)	612.96	1.5%	-1.3%	-7.3%	-16.4%	-12.9%	-1.4%	13.1%	-7.1%	342.9%	124.9%	82.3%	384.1%	-22.3%	Aug '25
Amazon (Cyclical)	231.31	0.1%	-2.9%	1.3%	6.1%	1.7%	-1.6%	5.2%	0.2%	137.9%	40.5%	35.7%	104.9%	-8.9%	Nov '25
Tesla (Cyclical)	431.44	2.9%	-1.6%	-11.7%	-1.7%	29.9%	3.9%	11.4%	-4.1%	223.4%	52.9%	7.9%	98.6%	-11.9%	Dec '25
Procter & Gamble (Defensive)	146.06	-0.6%	1.0%	2.4%	-3.4%	-7.1%	-9.0%	-12.3%	1.9%	9.5%	26.6%	-0.9%	27.5%	-16.6%	Dec '24
PepsiCo (Defensive)	146.74	-0.6%	0.1%	-0.2%	-3.2%	2.5%	3.0%	-1.8%	2.2%	-4.6%	23.5%	-3.8%	-3.8%	-17.9%	May '23
Coca-Cola (Defensive)	72.01	0.4%	2.2%	2.6%	2.4%	4.9%	20.0%	15.6%	3.0%	31.2%	72.6%	36.8%	43.9%	-0.8%	Nov '25
Exxon Mobil (Energy)	133.61	2.4%	3.5%	13.1%	17.5%	25.3%	26.5%	16.0%	11.0%	30.7%	244.7%	142.4%	51.7%	New Peak	Jan '26
Chevron (Energy)	166.73	0.9%	0.3%	11.3%	8.4%	13.6%	11.5%	10.1%	9.4%	4.5%	124.8%	64.3%	20.9%	-0.3%	Jan '26
JPMorgan Chase (Financial)	302.04	-0.2%	-2.3%	-6.1%	3.2%	4.6%	17.3%	37.3%	-5.8%	140.1%	156.4%	108.4%	215.3%	-9.7%	Jan '26
Visa (Financial)	325.28	-0.2%	-0.8%	-7.6%	-5.6%	-7.2%	1.2%	11.8%	-7.3%	48.3%	67.0%	51.4%	87.1%	-12.5%	Jun '25
Mastercard (Financial)	527.57	-0.8%	-2.8%	-8.2%	-7.5%	-5.3%	0.7%	9.0%	-7.4%	42.7%	65.0%	45.8%	89.8%	-11.7%	Aug '25
Bank of America (Financial)	52.07	-0.06%	-1.0%	-6.8%	2.4%	10.2%	16.3%	28.0%	-5.3%	66.4%	86.2%	24.8%	89.8%	-9.0%	Jan '26
UnitedHealth (Health)	347.75	2.8%	2.6%	6.9%	-3.2%	23.6%	-31.4%	-33.1%	5.3%	-24.5%	8.6%	-25.9%	-26.3%	-42.8%	Nov '24
Johnson & Johnson (Health)	218.01	-0.09%	-0.7%	5.2%	13.7%	31.6%	54.7%	47.5%	5.3%	41.5%	53.6%	42.9%	47.7%	-0.7%	Jan '26
Eli Lilly (Health)	1078.52	3.6%	4.4%	0.2%	32.9%	39.4%	44.1%	40.2%	0.4%	219.1%	451.3%	312.0%	241.2%	-2.8%	Nov '25
Union Pacific (Industrials)	229.39	3.5%	-0.5%	-2.2%	2.4%	1.3%	-0.4%	3.9%	-0.8%	18.0%	23.9%	1.6%	28.9%	-7.8%	Aug '24
Honeywell (Industrials)	219.17	1.9%	1.9%	11.8%	13.2%	-0.6%	6.5%	-6.4%	12.3%	22.8%	27.3%	22.4%	44.3%	-2.2%	Jul '25
Nvidia (IT)	183.32	2.9%	-2.0%	-0.2%	1.7%	9.8%	24.7%	38.9%	-1.7%	928.7%	1240.6%	509.8%	1496.1%	-11.5%	Oct '25
Broadcom (IT)	328.80	-1.1%	-4.1%	-3.7%	-3.2%	18.5%	37.7%	50.6%	-5.0%	502.5%	686.0%	435.1%	705.4%	-20.2%	Dec '25
Adobe (IT)	294.23	1.3%	-3.2%	-17.7%	-16.9%	-21.1%	-32.7%	-21.3%	-15.9%	-17.4%	-37.7%	-47.9%	2.8%	-53.6%	Feb '24
Oracle (IT)	173.88	-3.4%	-8.4%	-12.1%	-36.1%	-26.7%	-4.7%	18.1%	-10.6%	106.6%	208.5%	109.4%	183.7%	-46.8%	Sep '25
salesforce.com (IT)	221.58	0.7%	-5.1%	-16.3%	-13.5%	-15.7%	-32.9%	-20.2%	-16.4%	48.3%	-0.7%	-12.2%	57.6%	-39.3%	Dec '24
Linde PLC (Materials)	439.35	1.4%	-0.2%	3.7%	-2.0%	-6.3%	0.6%	3.2%	3.0%	39.0%	87.2%	37.0%	68.8%	-8.8%	Sep '25
Sherwin-Williams (Materials)	356.31	2.7%	0.1%	10.0%	7.0%	5.2%	0.5%	-3.8%	10.0%	49.2%	52.6%	9.0%	82.1%	-10.1%	Nov '24
American Tower (Real Estate)	178.17	0.2%	-1.9%	4.3%	-5.9%	-21.9%	-0.5%	-0.9%	1.5%	-10.9%	-7.9%	-29.3%	8.1%	-22.8%	Sep '24
Prologis Inc. (Real Estate)	131.14	0.3%	-1.2%	2.8%	4.9%	22.1%	18.0%	25.1%	2.7%	17.4%	49.0%	-10.3%	44.5%	-1.6%	Jan '26
NextEra Energy (Utilities)	83.85	0.4%	2.0%	4.8%	1.9%	9.7%	26.2%	15.5%	4.4%	11.8%	13.2%	2.0%	26.4%	-2.8%	Nov '25
Duke Energy (Utilities)	119.37	-0.2%	0.4%	2.6%	-6.7%	0.6%	13.7%	12.7%	1.8%	32.0%	60.8%	35.0%	58.0%	-6.7%	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	15.85	0.4%	-0.4%	0.6%	0.8%	4.6%	9.2%	9.4%	0.5%	21.8%	10.4%	8.8%	30.4%	-0.4%	Jan '26
Moderate-60% Stock	65.88	0.9%	-0.4%	1.3%	3.0%	8.4%	15.8%	16.4%	1.3%	43.8%	39.1%	27.3%	61.6%	-0.5%	Jan '26
Mod Agg-80% Stock	51.66	0.9%	-0.6%	1.7%	4.1%	10.2%	18.7%	19.6%	1.8%	55.7%	50.9%	35.2%	77.7%	-0.7%	Jan '26
Aggressive-90% Stock	30.99	1.0%	-0.4%	2.5%	5.4%	11.8%	19.6%	20.9%	2.4%	56.9%	53.5%	34.6%	79.8%	-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	89745.51	1.6%	-6.1%	1.4%	-16.7%	-25.2%	-13.4%	-6.3%	2.6%	295.8%	171.9%	93.2%	368.5%	-28.1%	Oct '25
Ethereum	3009.78	2.5%	-9.3%	0.1%	-21.0%	-19.7%	-7.1%	-11.0%	1.4%	81.3%	143.4%	-20.0%	132.4%	-37.7%	Aug '25
BNB	891.21	0.7%	-4.3%	3.9%	-16.9%	13.4%	28.2%	23.1%	3.2%	192.2%	2081.3%	74.0%	228.9%	-32.0%	Oct '25
Solana	129.88	3.3%	-8.7%	3.2%	-27.9%	-36.9%	-49.5%	-34.2%	4.3%	408.4%	3781.5%	-23.7%	316.8%	-50.4%	Jan '25
Bitcoin ETF	51.11	0.7%	-5.4%	2.0%	-16.5%	-24.6%	-13.9%	-6.4%	2.9%	-	-	-	-	-28.3%	Oct '25
Grayscale Bitcoin (hi fee)	70.34	0.6%	-5.4%	1.9%	-16.8%	-25.1%	-14.9%	-7.6%	2.9%	539.3%	126.0%	127.2%	594.6%	-28.5%	Oct '25
Bloomberg Commodities	20.95	1.6%	3.3%	7.0%	11.0%	14.0%	17.6%	14.9%	7.3%	19.3%	70.6%	36.2%	18.1%	New Peak	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	4.87	-1.0%	1.8%	0.6%	7.3%	-0.6%	1.2%	1.1%	0.6%	33.2%	162.3%	141.6%	25.4%	-4.5%	Oct '23
10yr Treasury rate	4.25	-1.0%	2.2%	2.0%	7.6%	-1.9%	-7.5%	-9.0%	2.2%	22.1%	289.8%	161.2%	9.0%	-14.7%	Oct '23
5yr Treasury rate	3.83	-0.7%	1.8%	3.0%	7.9%	-1.2%	-13.4%	-15.0%	2.9%	7.4%	782.7%	180.7%	-6.8%	-22.8%	Oct '23
13-week T-bill	3.59	0.4%	0.6%	1.7%	-5.3%	-15.2%	-14.9%	-15.7%	1.2%	-20.9%	5025.7%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	60.79	0.3%	2.7%	4.8%	3.9%	-8.2%	-19.4%	-19.9%	5.9%	-25.2%	16.3%	-20.1%	-30.3%	-35.1%	Sep '23
Gold	4800.00	-0.7%	4.0%	8.0%	18.7%	39.6%	73.4%	64.5%	11.0%	149.2%	158.7%	166.8%	187.4%	-0.7%	Jan '26
EUR/USD	1.17	-0.2%	0.4%	-0.1%	0.8%	-0.3%	12.4%	12.9%	-0.4%	8.0%	-3.8%	2.9%	20.5%	-1.5%	Sep '25
USD/JPY	158.63	0.3%	0.1%	0.6%	4.4%	8.1%	1.8%	-0.4%	1.4%	23.6%	53.3%	37.8%	8.1%	-1.9%	Jul '24
S&P 500 Volatility Index	16.90	-15.9%	6.7%	20.0%	-9.1%	2.4%	11.9%	-13.8%	13.0%	-14.9%	-22.9%	1.8%	-49.7%	-67.7%	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	50.89	0.05%	0.0%	0.3%	1.0%	2.7%	6.0%	6.1%	0.2%	19.6%	18.2%	17.4%	22.6%	New Peak	Jan '26
Interm Muni- JPMorgan	50.72	0.10%	-0.2%	0.6%	0.8%	4.9%	4.7%	4.3%	0.4%	10.4%	6.2%	4.8%	16.3%	-0.2%	Jan '26
Interm Bond- Janus MSB	45.84	0.3%	-0.2%	0.5%	0.6%	5.1%	9.0%	8.8%	0.3%	13.3%	3.2%	3.9%	20.8%	-0.3%	Jan '26
Interm Bond- Vanguard	77.74	0.3%	-0.3%	-0.1%	-0.4%	3.1%	8.3%	8.5%	-0.2%	13.0%	-0.3%	1.9%	19.7%	-0.7%	Nov '25
Multisector Bond- Intrepid	9.08	0.11%	0.1%	1.0%	1.8%	4.4%	8.0%	8.2%	0.7%	30.6%	40.7%	29.1%	35.7%	New Peak	Jan '26
Int’l Bond- JPMorgan	49.01	0.3%	0.0%	0.9%	1.0%	3.5%	8.2%	8.2%	0.6%	19.0%	15.2%	14.5%	28.6%	-0.1%	Jan '26
Long Bond- Vanguard	76.42	0.9%	-0.5%	0.8%	-1.9%	4.7%	7.7%	7.2%	0.8%	10.0%	-11.4%	-10.9%	25.7%	-2.2%	Oct '25
Long CA Muni- PIMCO	9.43	0%	-0.4%	0.6%	0.2%	5.3%	3.5%	3.3%	0.1%	9.5%	1.9%	0.3%	15.3%	-0.4%	Jan '26
Long Muni- iShares	57.76	0.3%	-0.2%	0.8%	1.0%	6.1%	4.7%	3.4%	0.5%	8.8%	3.1%	2.5%	14.4%	-0.2%	Jan '26

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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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