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S&P 500

Return

85.5%

[

13.1%

annualized]

Dec 31 2020 - Jan 09 2026

New Peak

DJIA (Large Value)

Return

61.7%

[

10.0%

annualized]

Dec 31 2020 - Jan 09 2026

New Peak

Russell 2000 (Small Cap)

Return

32.9%

[

5.8%

annualized]

Dec 31 2020 - Jan 09 2026

New Peak

Performance Range:

As of Jan 09 07:50 PM EDT, next update at 08:00 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	6966.28	0.6%	1.6%	1.2%	6.3%	10.9%	19.6%	16.4%	1.8%	77.7%	82.1%	45.2%	94.8%	New Peak	Jan '26
DJIA (Large Value)	49504.07	0.5%	2.3%	3.0%	8.8%	10.9%	18.0%	13.0%	3.0%	46.9%	59.2%	35.3%	69.5%	New Peak	Jan '26
Russell 2000 (Small Cap)	2624.22	0.8%	4.6%	2.5%	9.6%	15.9%	19.9%	11.3%	5.7%	44.0%	25.5%	15.5%	55.5%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23671.35	0.8%	1.9%	0.1%	6.6%	14.7%	23.5%	20.4%	1.8%	120.3%	79.3%	49.5%	127.2%	-1.2%	Oct '25
Aggregate Bond	100.16	0.2%	0.3%	0.4%	0.7%	3.8%	8.6%	7.2%	0.3%	12.8%	-0.8%	0.8%	17.7%	-0.1%	Nov '25
Corp Bond	110.64	0.4%	0.4%	0.1%	0.5%	4.1%	9.8%	7.9%	0.4%	16.0%	-2.0%	-0.8%	25.7%	-0.9%	Oct '25
High Yield Bond	81.00	0.07%	0.4%	0.8%	2.8%	4.1%	9.3%	8.6%	0.5%	27.8%	21.2%	17.0%	36.9%	New Peak	Jan '26
Preferred	31.57	0.6%	1.0%	1.8%	2.8%	3.6%	8.2%	4.9%	2.0%	19.4%	11.4%	3.2%	26.7%	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	48.26	1.6%	4.6%	9.6%	11.7%	5.6%	18.2%	9.9%	6.4%	25.3%	39.3%	17.1%	50.3%	New Peak	Jan '26
Consumer Discretionary/Cyclical	124.41	1.2%	5.1%	4.1%	9.0%	12.8%	13.7%	7.4%	4.2%	89.7%	53.5%	22.4%	84.1%	New Peak	Jan '26
Financial Services	55.73	-0.3%	1.5%	3.8%	7.2%	6.4%	19.4%	14.9%	1.8%	65.0%	96.5%	51.0%	94.3%	-1.2%	Jan '26
Real Estate	89.47	0.2%	1.1%	1.3%	2.4%	1.6%	8.7%	3.2%	1.1%	19.3%	29.7%	-9.0%	33.5%	-4.8%	Nov '24
Communication Services	117.91	0.4%	0.9%	1.0%	4.9%	11.3%	24.6%	23.1%	0.2%	137.7%	83.5%	57.2%	156.3%	-0.6%	Sep '25
Energy	46.67	0.3%	2.2%	1.9%	10.5%	7.0%	9.1%	7.9%	4.4%	17.6%	172.2%	88.3%	30.3%	-0.5%	Jan '26
Industrials	161.93	1.1%	2.5%	4.1%	8.4%	8.2%	25.0%	19.3%	4.4%	67.9%	95.1%	64.4%	101.0%	-0.1%	Jan '26
Technology	146.15	1.3%	1.3%	-1.6%	5.2%	14.1%	28.6%	24.6%	1.5%	135.3%	132.4%	71.9%	157.0%	-3.7%	Oct '25
Consumer Staples/Defensive	79.25	1.0%	2.0%	2.1%	2.3%	-0.8%	6.6%	1.5%	2.0%	14.7%	35.1%	14.3%	27.9%	-3.3%	Aug '25
Healthcare	157.31	-0.5%	1.2%	3.8%	11.2%	16.4%	14.6%	14.5%	1.6%	22.9%	45.2%	20.4%	36.2%	-1.5%	Jan '26
Utilities	42.51	1.2%	-1.6%	0.2%	-5.0%	4.4%	15.7%	16.0%	-0.4%	30.4%	58.8%	35.5%	52.8%	-7.8%	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	144.75	0.7%	1.6%	2.3%	7.6%	12.5%	26.4%	22.4%	2.3%	74.0%	69.1%	46.0%	98.4%	New Peak	Jan '26
MSCI Emerging Markets	57.14	0.5%	1.6%	5.1%	11.6%	19.7%	42.4%	34.0%	4.4%	51.3%	17.4%	28.0%	80.4%	-0.2%	Jan '26
FTSE Europe	85.77	0.7%	1.4%	4.8%	9.3%	10.3%	39.5%	35.8%	2.6%	60.7%	60.8%	42.0%	108.0%	New Peak	Jan '26
MSCI Japan	84.61	2.1%	4.0%	4.6%	12.0%	20.3%	35.6%	25.8%	4.8%	68.8%	37.8%	39.6%	90.1%	New Peak	Jan '26
MSCI India	53.17	-1.0%	-2.5%	-0.3%	0.8%	-3.8%	3.8%	2.7%	-1.6%	27.3%	37.1%	15.2%	32.4%	-9.5%	Sep '24
MSCI China	62.22	-0.10%	0.0%	1.9%	2.6%	14.5%	45.5%	31.0%	3.6%	27.1%	-18.8%	9.5%	68.2%	-6.0%	Oct '25
International Bond	48.54	0.02%	0.5%	0.6%	0.2%	1.7%	4.4%	2.9%	0.5%	14.8%	-0.5%	1.9%	18.0%	-0.4%	Oct '25
iShares Latin America	31.86	0.6%	3.3%	6.0%	19.9%	27.2%	58.0%	52.6%	4.6%	55.5%	48.8%	80.8%	62.3%	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	638.31	0.7%	1.6%	1.3%	6.6%	11.6%	21.0%	17.8%	1.8%	85.4%	95.7%	54.0%	104.0%	New Peak	Jan '26
US Large Growth	476.18	0.6%	0.9%	-0.5%	3.7%	11.3%	20.1%	18.3%	0.6%	122.5%	101.0%	58.6%	133.0%	-3.1%	Oct '25
US Large Value	217.59	0.7%	2.5%	3.4%	9.6%	11.3%	20.7%	15.7%	3.4%	47.9%	70.3%	39.8%	69.7%	New Peak	Jan '26

US MidCap Blend	298.66	0.6%	2.1%	1.5%	4.7%	5.9%	15.4%	11.6%	2.9%	49.0%	51.2%	25.6%	67.5%	-0.2%	Jan '26
US MidCap Growth	285.90	0.7%	1.6%	0.2%	-0.5%	0.4%	12.3%	10.7%	2.4%	58.8%	35.3%	17.1%	72.8%	-3.9%	Oct '25
US MidCap Value	183.13	0.4%	2.3%	2.6%	8.6%	9.9%	17.6%	12.1%	3.2%	39.7%	67.0%	33.4%	61.3%	New Peak	Jan '26

US Small Blend	271.79	1.0%	3.9%	3.6%	9.9%	11.8%	15.8%	8.9%	5.4%	49.4%	43.5%	26.9%	64.7%	New Peak	Jan '26
US Small Growth	342.38	0.9%	4.7%	2.6%	8.1%	17.1%	20.9%	12.9%	6.0%	57.5%	16.5%	18.8%	68.7%	New Peak	Jan '26
US Small Value	191.12	0.6%	4.5%	2.4%	11.5%	15.9%	21.7%	12.4%	5.5%	41.3%	50.5%	23.1%	55.1%	New Peak	Jan '26

Foreign Large Blend	98.81	0.9%	1.8%	4.3%	9.1%	12.0%	36.3%	31.5%	2.9%	58.6%	52.4%	41.0%	96.1%	New Peak	Jan '26
Foreign Growth	119.09	1.3%	3.4%	4.9%	7.2%	8.2%	26.3%	20.7%	4.5%	43.6%	25.3%	15.5%	75.1%	New Peak	Jan '26
Foreign Value	72.48	0.4%	0.4%	3.7%	11.1%	15.5%	46.0%	42.2%	1.5%	73.7%	81.6%	69.8%	117.9%	-0.1%	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	23.51		0.13%	0.3%	-0.1%	1.2%	0.8%	3.7%	3.6%	0.4%	26.9%	30.6%	25.8%	31.6%	-0.2%	Sep '25
Ultra Short- Janus AAA CLO	50.64		0.04%	0.1%	0.7%	1.5%	2.7%	5.1%	5.2%	0.1%	21.6%	24.4%	22.8%	25.0%	New Peak	Jan '26
Bank Loan- Invesco	21.06		0.05%	0.2%	0.7%	3.0%	3.8%	7.0%	6.9%	0.3%	27.7%	29.2%	27.3%	33.7%	New Peak	Jan '26
Interval CEF- Cliffwater	10.45	p	EOD	-99.4%	-99.4%	-99.4%	-99.4%	-99.4%	8.9%	-99.4%	-99.2%	-99.1%	-99.2%	-99.2%	-99.4%	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	54.47		0.7%	1.4%	2.0%	7.2%	11.0%	19.8%	17.7%	2.1%	87.7%	129.7%	90.3%	110.2%	-0.1%	Jan '26
Int’l Min Volatility- Franklin	37.45		0.7%	0.5%	2.9%	10.3%	16.1%	29.2%	27.1%	1.7%	71.0%	108.5%	81.5%	94.8%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.20	p	EOD	-99.6%	-99.6%	-99.6%	-99.6%	-99.6%	3.0%	-99.6%	-99.3%	-99.2%	-99.3%	-99.3%	-99.7%	Nov '24
Small Value- Avantis	107.33		0.2%	4.1%	2.3%	13.2%	12.9%	15.3%	7.4%	5.2%	46.2%	91.5%	42.4%	63.4%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	61.98		0.10%	2.5%	2.3%	12.5%	10.3%	12.3%	9.0%	3.0%	37.5%	95.5%	42.3%	54.0%	New Peak	Jan '26
Growth- S&P Momentum	120.03		0.8%	0.3%	-1.0%	1.5%	7.2%	26.6%	26.6%	0.6%	121.0%	137.6%	95.5%	140.2%	-3.1%	Oct '25
Invesco S&P Quality	77.35		1.2%	2.6%	2.9%	7.4%	8.4%	18.3%	13.3%	3.1%	78.5%	93.0%	53.4%	102.1%	New Peak	Jan '26
Rotation Factor- BlackRock	61.57		0.7%	1.1%	0.7%	6.6%	12.5%	22.7%	20.0%	1.2%	112.1%	109.3%	71.1%	131.9%	-0.2%	Dec '25
US Min Volatility- Fidelity	67.78		0.5%	1.6%	1.4%	5.4%	7.9%	15.1%	11.8%	1.5%	51.9%	68.5%	38.1%	68.5%	New Peak	Jan '26
Derivative Income- JPMorgan	58.25		0.4%	1.6%	2.2%	6.1%	6.3%	10.9%	8.1%	1.8%	34.3%	59.4%	31.8%	50.4%	New Peak	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	15.82	p	EOD	-99.8%	-99.8%	-99.8%	-99.8%	-99.8%	6.5%	-99.8%	-99.7%	-99.7%	-99.7%	-99.7%	-99.8%	Aug '25
Multistrategy- AQR	14.14	p	EOD	-99.3%	-99.3%	-99.2%	-99.2%	-99.1%	16.4%	-99.3%	-98.9%	-98.7%	-98.8%	-98.9%	-99.3%	Dec '25
Long Short- AQR	21.11	p	EOD	-99.6%	-99.5%	-99.5%	-99.5%	-99.4%	34.4%	-99.6%	-99.0%	-98.6%	-98.9%	-98.9%	-99.6%	Dec '25
Mkt Neutral- BlackRock	14.79	p	EOD	-99.3%	-99.3%	-99.3%	-99.3%	-99.2%	18.3%	-99.3%	-98.9%	-98.8%	-98.9%	-98.9%	-99.3%	Dec '25
Multi Strategy- Variant	26.32	p	EOD	-98.6%	-98.5%	-98.5%	-98.5%	-98.5%	7.2%	-98.6%	-98.2%	-97.8%	-98.1%	-98.2%	-98.6%	Jan '26
Long Short- First Trust	71.50		0.4%	0.7%	0.5%	5.6%	8.8%	9.7%	9.1%	0.7%	51.4%	67.9%	44.7%	60.0%	-0.4%	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)	328.57	1.0%	4.3%	2.6%	39.0%	85.3%	71.8%	66.0%	5.0%	274.4%	268.3%	128.3%	239.3%	New Peak	Jan '26
Meta (Communications)	653.06	1.1%	0.4%	0.5%	-7.3%	-10.1%	6.4%	13.1%	-1.1%	394.5%	145.8%	94.3%	415.8%	-17.2%	Aug '25
Amazon (Cyclical)	247.38	0.4%	9.2%	6.7%	14.3%	11.3%	13.0%	5.2%	7.2%	175.3%	55.5%	45.2%	119.1%	-2.6%	Nov '25
Tesla (Cyclical)	445.01	2.1%	1.6%	-1.4%	7.6%	43.6%	12.7%	11.4%	-1.0%	274.4%	51.7%	11.3%	104.8%	-9.2%	Dec '25
Procter & Gamble (Defensive)	141.87	0.2%	0.1%	1.5%	-4.6%	-9.2%	-8.2%	-12.3%	-1.0%	0.8%	15.8%	-3.7%	23.9%	-19.0%	Dec '24
PepsiCo (Defensive)	139.91	0.4%	-1.6%	-6.5%	-5.9%	4.8%	2.0%	-1.8%	-2.5%	-13.1%	13.2%	-8.3%	-8.2%	-21.8%	May '23
Coca-Cola (Defensive)	70.51	1.6%	2.0%	0.4%	5.9%	2.6%	18.9%	15.6%	0.9%	24.2%	60.4%	34.0%	40.9%	-2.9%	Nov '25
Exxon Mobil (Energy)	124.61	1.4%	1.6%	4.2%	13.5%	10.4%	21.3%	16.0%	3.5%	25.5%	235.4%	126.0%	41.5%	-0.6%	Jan '26
Chevron (Energy)	162.11	1.8%	4.0%	7.1%	10.1%	7.5%	10.8%	10.1%	6.4%	4.5%	120.1%	59.7%	17.6%	-2.1%	Jan '23
JPMorgan Chase (Financial)	329.19	-0.2%	1.6%	6.2%	9.4%	14.8%	39.4%	37.3%	2.2%	153.9%	173.6%	126.1%	242.1%	-1.6%	Jan '26
Visa (Financial)	349.77	-0.7%	0.9%	7.4%	2.0%	-1.3%	14.5%	11.8%	-0.3%	61.8%	68.3%	62.8%	101.2%	-6.0%	Jun '25
Mastercard (Financial)	575.54	-0.8%	2.2%	6.8%	3.2%	2.3%	14.5%	9.0%	0.8%	57.6%	67.1%	58.8%	106.7%	-3.8%	Aug '25
Bank of America (Financial)	55.85	-0.6%	-0.2%	3.3%	15.4%	20.2%	26.7%	28.0%	1.5%	77.1%	93.7%	33.9%	103.5%	-2.4%	Jan '26
UnitedHealth (Health)	343.98	-0.8%	2.3%	4.8%	-2.3%	16.3%	-32.3%	-33.1%	4.2%	-25.2%	2.7%	-26.7%	-27.1%	-43.4%	Nov '24
Johnson & Johnson (Health)	204.39	-0.7%	-1.4%	-1.0%	7.8%	31.4%	48.3%	47.5%	-1.2%	27.8%	47.2%	34.0%	38.5%	-4.6%	Dec '25
Eli Lilly (Health)	1063.56	-2.0%	-1.6%	7.0%	27.8%	35.0%	34.0%	40.2%	-1.0%	208.8%	573.5%	306.3%	236.5%	-4.2%	Nov '25
Union Pacific (Industrials)	228.44	-0.6%	-1.5%	-3.0%	1.9%	-2.4%	3.9%	3.9%	-1.2%	15.5%	16.8%	1.2%	28.4%	-8.1%	Aug '24
Honeywell (Industrials)	207.38	1.0%	5.9%	8.0%	10.2%	-6.0%	3.0%	-6.4%	6.3%	11.1%	16.0%	15.8%	36.5%	-7.4%	Jul '25
Nvidia (IT)	184.86	-0.10%	-2.1%	0.6%	0.9%	12.7%	36.1%	38.9%	-0.9%	1063.1%	1296.3%	514.9%	1509.5%	-10.7%	Oct '25
Broadcom (IT)	344.97	3.8%	-0.8%	-16.3%	6.5%	25.7%	55.2%	50.6%	-0.3%	527.6%	760.5%	461.4%	745.0%	-16.3%	Dec '25
Adobe (IT)	333.95	-1.5%	0.2%	-2.7%	-1.1%	-10.1%	-17.7%	-21.3%	-4.6%	-1.4%	-31.2%	-40.8%	16.7%	-47.4%	Feb '24
Oracle (IT)	198.52	4.7%	1.4%	-11.0%	-32.2%	-15.4%	29.5%	18.1%	1.9%	137.3%	234.5%	138.5%	223.0%	-39.4%	Sep '25
salesforce.com (IT)	259.94	-0.2%	2.5%	-1.5%	7.7%	-1.2%	-17.7%	-20.2%	-1.9%	78.4%	18.5%	3.0%	84.9%	-28.8%	Dec '24
Linde PLC (Materials)	444.08	1.0%	3.5%	13.1%	-1.8%	-4.9%	8.7%	3.2%	4.1%	43.4%	76.0%	38.5%	70.6%	-7.8%	Sep '25
Sherwin-Williams (Materials)	353.28	3.6%	7.8%	8.3%	6.4%	0.9%	8.0%	-3.8%	9.0%	55.1%	52.0%	8.1%	80.6%	-10.8%	Nov '24
American Tower (Real Estate)	168.51	-1.1%	-3.6%	-5.6%	-8.9%	-22.3%	0.6%	-0.9%	-4.0%	-16.0%	-12.2%	-33.2%	2.2%	-27.0%	Sep '24
Prologis Inc. (Real Estate)	129.40	0.8%	0.3%	0.5%	17.2%	21.4%	29.4%	25.1%	1.4%	22.6%	54.1%	-11.5%	42.6%	-0.2%	Jan '26
NextEra Energy (Utilities)	79.89	0.5%	-1.3%	-1.7%	-3.5%	8.6%	22.3%	15.5%	-0.5%	3.1%	11.9%	-2.9%	20.4%	-7.4%	Nov '25
Duke Energy (Utilities)	116.80	-0.4%	-0.5%	2.5%	-7.2%	0.6%	14.3%	12.7%	-0.3%	24.7%	57.8%	32.1%	54.6%	-8.7%	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	15.84	p	EOD	-99.7%	-99.7%	-99.7%	-99.7%	-99.7%	9.4%	-99.7%	-99.6%	-99.7%	-99.7%	-99.6%	-99.7%	Dec '25
Moderate-60% Stock	66.01		0.5%	1.1%	1.6%	5.1%	9.0%	19.6%	16.4%	1.5%	46.8%	39.8%	27.6%	61.9%	New Peak	Jan '26
Mod Agg-80% Stock	51.50	p	EOD	-99.6%	-99.6%	-99.6%	-99.6%	-99.5%	19.6%	-99.6%	-99.4%	-99.4%	-99.5%	-99.3%	-99.6%	Dec '25
Aggressive-90% Stock	30.80	p	EOD	-99.5%	-99.5%	-99.5%	-99.5%	-99.4%	20.9%	-99.5%	-99.2%	-99.3%	-99.4%	-99.2%	-99.5%	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	90461.11	-0.6%	0.6%	-1.7%	-20.1%	-22.0%	-4.5%	-6.3%	3.4%	418.5%	121.7%	94.7%	372.2%	-27.5%	Oct '25
Ethereum	3080.52	-0.8%	-1.4%	-7.4%	-19.8%	4.3%	-5.7%	-11.0%	3.8%	130.5%	151.6%	-18.1%	137.9%	-36.2%	Aug '25
BNB	897.48	0.6%	1.9%	0.3%	-18.9%	30.9%	29.4%	23.1%	4.0%	223.7%	2016.9%	75.2%	231.2%	-31.5%	Oct '25
Solana	135.78	-1.8%	2.8%	-0.5%	-28.0%	-17.2%	-27.6%	-34.2%	9.1%	738.3%	4116.8%	-20.3%	335.7%	-48.2%	Jan '25
Bitcoin ETF	51.16	-0.7%	0.4%	-2.5%	-22.7%	-20.7%	-5.0%	-6.4%	3.0%	-	-	-	-	-28.2%	Oct '25
Grayscale Bitcoin (hi fee)	70.48	-0.7%	0.5%	-2.6%	-22.9%	-21.1%	-6.1%	-7.6%	3.1%	689.7%	75.6%	127.7%	596.0%	-28.4%	Oct '25
Bloomberg Commodities	19.99	0.10%	2.2%	1.9%	8.6%	10.6%	13.7%	15.1%	2.4%	17.8%	61.5%	30.0%	12.8%	-0.5%	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	4.82	-0.8%	-0.9%	0.5%	4.0%	-0.9%	-2.9%	1.1%	-0.4%	28.3%	158.7%	139.0%	24.1%	-5.6%	Oct '23
10yr Treasury rate	4.17	-0.3%	-0.4%	0.2%	3.0%	-4.0%	-12.7%	-9.0%	0.2%	15.2%	277.5%	156.2%	6.9%	-16.4%	Oct '23
5yr Treasury rate	3.76	0.6%	0.5%	0.0%	3.0%	-4.4%	-18.2%	-15.0%	0.9%	0.6%	684.3%	175.2%	-8.6%	-24.3%	Oct '23
13-week T-bill	3.51	0.2%	-0.6%	-2.2%	-8.8%	-17.1%	-16.6%	-15.7%	-1.0%	-23.0%	4291.3%	6528.3%	-0.6%	-34.3%	Oct '23
Crude Oil	58.78	1.8%	2.5%	0.5%	-0.2%	-11.7%	-23.2%	-19.9%	2.4%	-21.8%	12.5%	-22.7%	-32.6%	-37.3%	Sep '23
Gold	4518.40	1.5%	4.7%	7.7%	13.6%	36.2%	66.8%	64.5%	4.5%	141.4%	146.4%	151.1%	170.5%	-0.8%	Dec '25
EUR/USD	1.17	-0.2%	-0.8%	0.3%	-	-0.4%	13.2%	12.9%	-0.8%	8.6%	-5.0%	2.5%	20.1%	-1.8%	Sep '25
USD/JPY	156.88	0.10%	0.1%	0.0%	-	7.2%	-0.7%	-0.4%	0.3%	19.1%	51.2%	36.2%	6.9%	-2.9%	Jul '24
S&P 500 Volatility Index	14.49	-6.2%	-0.1%	-8.1%	-33.1%	-8.2%	-25.8%	-13.8%	-3.1%	-29.6%	-32.8%	-12.7%	-56.8%	-72.3%	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	50.85		0%	0.0%	0.3%	1.1%	2.8%	6.3%	6.1%	0.0%	19.9%	17.9%	17.3%	22.5%	-0.1%	Jan '26
Interm Muni- JPMorgan	50.74		0.06%	0.4%	0.7%	1.4%	4.3%	5.5%	4.3%	0.5%	11.8%	6.5%	4.8%	16.4%	New Peak	Jan '26
Interm Bond- Janus MSB	45.96		0.5%	0.8%	1.0%	1.7%	5.4%	10.8%	8.8%	0.6%	14.6%	3.1%	3.7%	20.6%	New Peak	Jan '26
Interm Bond- Vanguard	77.96		0.09%	0.1%	0.2%	0.7%	3.8%	9.8%	8.5%	0.1%	14.7%	0.1%	2.2%	20.1%	-0.4%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	-99.6%	-99.6%	-99.6%	-99.6%	-99.5%	8.2%	-99.6%	-99.4%	-99.4%	-99.4%	-99.4%	-99.6%	Jan '26
Int’l Bond- JPMorgan	48.95		0.06%	0.3%	1.1%	1.9%	3.6%	9.1%	8.2%	0.5%	20.5%	14.6%	14.3%	28.4%	New Peak	Jan '26
Long Bond- Vanguard	76.44		0.6%	0.9%	0.0%	-0.2%	4.6%	10.1%	7.2%	0.8%	12.5%	-11.3%	-10.9%	25.8%	-2.2%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	-99.5%	-99.5%	-99.5%	-99.5%	-99.5%	3.3%	-99.5%	-99.5%	-99.5%	-99.5%	-99.5%	-99.5%	Nov '25
Long Muni- iShares	57.78		0.2%	0.5%	1.0%	1.8%	5.4%	4.9%	3.4%	0.6%	10.0%	3.4%	2.6%	14.4%	New Peak	Jan '26

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