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S&P 500

Return

80.4%

[

21.4%

annualized]

Dec 30 2022 - Jan 14 2026

-0.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.3%

[

13.8%

annualized]

Dec 30 2022 - Jan 14 2026

-0.9%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

50.6%

[

14.4%

annualized]

Dec 30 2022 - Jan 14 2026

New Peak

Performance Range:

As of Jan 14 06:50 PM EDT, next update at 07:00 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	6926.60	-0.5%	0.1%	1.5%	4.2%	10.5%	18.5%	16.4%	1.2%	73.2%	82.5%	44.4%	93.6%	-0.7%	Jan '26
DJIA (Large Value)	49149.63	-0.09%	0.3%	1.4%	6.2%	10.5%	15.6%	13.0%	2.3%	43.3%	58.6%	34.3%	68.3%	-0.9%	Jan '26
Russell 2000 (Small Cap)	2651.64	0.7%	3.0%	3.9%	6.3%	17.9%	19.5%	11.3%	6.8%	40.5%	23.0%	16.7%	57.1%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23471.75	-1.0%	-0.5%	1.2%	4.2%	13.7%	23.2%	20.4%	1.0%	111.9%	79.0%	48.2%	125.3%	-2.0%	Oct '25
Aggregate Bond	100.35	0.1%	0.2%	0.9%	0.6%	4.4%	8.8%	7.2%	0.5%	11.9%	-0.6%	0.9%	17.9%	New Peak	Jan '26
Corp Bond	111.03	0.3%	0.4%	1.2%	0.2%	5.1%	10.4%	7.9%	0.8%	14.5%	-1.8%	-0.5%	26.2%	-0.6%	Oct '25
High Yield Bond	81.04	0%	0.2%	1.1%	2.1%	4.2%	9.2%	8.6%	0.5%	26.3%	21.4%	17.0%	37.0%	New Peak	Jan '26
Preferred	31.74	0.3%	1.1%	2.5%	2.4%	5.0%	8.6%	4.9%	2.5%	18.2%	11.3%	3.8%	27.4%	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	48.75	0.04%	4.4%	8.5%	10.0%	8.2%	15.3%	9.9%	7.5%	23.4%	40.9%	18.2%	51.8%	New Peak	Jan '26
Consumer Discretionary/Cyclical	122.25	-1.6%	1.1%	1.5%	4.5%	10.4%	11.3%	7.4%	2.4%	79.5%	52.3%	20.3%	80.9%	-1.8%	Jan '26
Financial Services	54.15	-0.1%	-2.6%	-1.1%	2.1%	3.7%	13.8%	14.9%	-1.1%	57.3%	87.6%	46.7%	88.7%	-4.0%	Jan '26
Real Estate	90.87	0.9%	2.7%	2.5%	2.3%	2.5%	8.1%	3.3%	2.7%	16.2%	30.7%	-7.6%	35.5%	-3.3%	Nov '24
Communication Services	116.64	-0.2%	-0.4%	0.4%	2.1%	9.7%	23.6%	23.1%	-0.9%	130.1%	88.2%	55.5%	153.5%	-1.7%	Sep '25
Energy	48.06	2.3%	6.5%	6.5%	12.2%	10.9%	8.9%	7.9%	7.5%	18.2%	160.7%	93.6%	34.1%	New Peak	Jan '26
Industrials	164.27	0.2%	3.3%	5.2%	7.6%	9.6%	23.8%	19.3%	5.9%	67.8%	97.0%	66.7%	103.8%	New Peak	Jan '26
Technology	144.70	-1.2%	-1.2%	0.9%	3.0%	13.5%	27.8%	24.6%	0.5%	126.6%	133.7%	70.1%	154.4%	-4.7%	Oct '25
Consumer Staples/Defensive	82.23	1.4%	7.3%	4.4%	4.8%	3.2%	10.4%	1.5%	5.9%	19.3%	42.3%	18.6%	32.7%	New Peak	Jan '26
Healthcare	157.86	0.7%	-1.1%	2.9%	11.4%	17.9%	14.7%	14.5%	2.0%	22.5%	46.6%	20.8%	36.6%	-1.1%	Jan '26
Utilities	43.17	0.7%	3.1%	1.5%	-5.1%	5.8%	17.3%	16.0%	1.1%	32.7%	61.1%	37.5%	55.1%	-6.4%	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	144.71	-0.12%	0.6%	3.0%	6.0%	12.8%	26.1%	22.4%	2.3%	70.2%	69.7%	46.0%	98.4%	-0.5%	Jan '26
MSCI Emerging Markets	57.75	0.4%	1.6%	8.0%	10.6%	21.2%	43.3%	34.0%	5.6%	50.6%	17.8%	29.5%	82.4%	-0.3%	Jan '26
FTSE Europe	86.12	0.4%	1.1%	5.1%	8.6%	12.1%	40.2%	35.8%	3.0%	57.6%	62.6%	42.6%	109.0%	-0.1%	Jan '26
MSCI Japan	85.04	0.7%	2.6%	5.1%	10.3%	21.9%	36.3%	25.9%	5.3%	63.8%	37.4%	40.4%	91.2%	-0.3%	Jan '26
MSCI India	53.25	0.4%	-1.8%	0.2%	0.9%	-3.0%	4.6%	2.7%	-1.5%	26.6%	37.1%	15.4%	32.6%	-9.4%	Sep '24
MSCI China	63.55	0.05%	2.7%	4.6%	2.8%	15.8%	44.9%	31.0%	5.8%	27.7%	-17.1%	12.3%	71.9%	-4.0%	Oct '25
International Bond	48.61	0.1%	0.2%	0.8%	0.2%	2.1%	4.8%	2.9%	0.6%	14.0%	-0.3%	2.0%	18.1%	-0.2%	Oct '25
iShares Latin America	32.42	1.7%	3.1%	5.7%	20.2%	31.5%	59.0%	52.7%	6.5%	53.3%	51.1%	84.4%	65.4%	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	634.94	-0.5%	0.1%	1.6%	4.6%	11.2%	20.1%	17.8%	1.2%	80.7%	96.0%	53.1%	102.9%	-0.7%	Jan '26
US Large Growth	470.14	-1.2%	-1.4%	-0.2%	1.2%	9.8%	19.4%	18.3%	-0.7%	113.9%	102.3%	56.7%	130.1%	-4.3%	Oct '25
US Large Value	218.32	0.4%	1.9%	3.6%	8.0%	12.1%	19.0%	15.7%	3.8%	46.1%	69.5%	40.4%	70.3%	New Peak	Jan '26

US MidCap Blend	300.12	0.2%	1.5%	2.4%	3.2%	6.7%	14.3%	11.6%	3.4%	46.6%	51.3%	26.2%	68.3%	New Peak	Jan '26
US MidCap Growth	285.38	-0.5%	-0.2%	1.0%	-2.3%	0.2%	11.2%	10.7%	2.2%	53.9%	36.0%	16.9%	72.5%	-4.1%	Oct '25
US MidCap Value	184.77	0.7%	2.6%	3.3%	7.3%	11.6%	16.2%	12.1%	4.2%	38.8%	65.9%	34.6%	62.7%	New Peak	Jan '26

US Small Blend	273.08	0.2%	2.1%	4.4%	7.2%	13.1%	14.2%	8.9%	5.9%	45.6%	41.1%	27.5%	65.4%	New Peak	Jan '26
US Small Growth	345.49	0.4%	2.6%	4.0%	4.8%	19.0%	21.2%	12.9%	7.0%	53.1%	14.5%	19.9%	70.2%	New Peak	Jan '26
US Small Value	193.71	1.0%	3.4%	3.9%	8.5%	18.3%	20.9%	12.4%	6.9%	38.5%	47.7%	24.8%	57.2%	New Peak	Jan '26

Foreign Large Blend	99.30	0.5%	1.4%	4.8%	8.3%	13.7%	36.9%	31.6%	3.4%	55.2%	53.6%	41.9%	97.2%	-0.1%	Jan '26
Foreign Growth	118.89	-0.05%	0.9%	5.3%	5.6%	9.3%	26.9%	20.7%	4.4%	39.4%	26.0%	15.4%	74.8%	-0.8%	Jan '26
Foreign Value	73.42	1.0%	2.1%	4.5%	11.1%	18.0%	46.8%	42.2%	2.8%	71.6%	83.7%	72.2%	120.9%	New Peak	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	23.50		0%	0.1%	0.0%	1.4%	0.7%	3.6%	3.6%	0.3%	25.7%	29.9%	25.7%	31.5%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.67		0.02%	0.1%	0.7%	1.5%	2.7%	5.1%	5.2%	0.2%	22.4%	24.9%	23.5%	25.8%	New Peak	Jan '26
Bank Loan- Invesco	21.04		-0.09%	0.0%	0.6%	2.7%	3.5%	6.9%	6.9%	0.2%	26.7%	29.1%	27.2%	33.5%	-0.1%	Jan '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.7%	2.1%	4.0%	8.7%	8.9%	0.2%	37.5%	61.5%	47.5%	40.8%	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	54.17		-0.7%	0.1%	2.5%	5.1%	10.4%	19.1%	17.7%	1.5%	82.6%	124.6%	89.3%	109.1%	-0.9%	Jan '26
Int’l Min Volatility- Franklin	38.01		1.2%	2.7%	4.3%	10.7%	18.1%	30.9%	27.1%	3.2%	72.7%	112.4%	84.1%	97.6%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.91	p	EOD	3.1%	4.6%	9.1%	12.3%	8.5%	3.0%	6.8%	86.6%	131.0%	99.3%	104.9%	New Peak	Jan '26
Small Value- Avantis	107.58		0.5%	2.3%	2.7%	8.9%	14.1%	12.4%	7.4%	5.5%	42.4%	83.8%	42.8%	63.9%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	62.28		0.7%	1.7%	2.6%	10.9%	12.1%	11.0%	9.0%	3.5%	35.4%	91.9%	43.0%	54.7%	New Peak	Jan '26
Growth- S&P Momentum	118.91		-1.0%	-1.1%	0.1%	-1.1%	5.6%	25.5%	26.6%	-0.3%	116.6%	138.9%	93.6%	137.9%	-4.0%	Oct '25
Invesco S&P Quality	77.15		-0.2%	0.9%	1.9%	5.3%	8.7%	17.3%	13.2%	2.8%	75.4%	94.3%	52.9%	101.6%	-0.6%	Jan '26
Rotation Factor- BlackRock	60.87		-0.8%	-0.8%	0.5%	3.9%	11.3%	21.0%	20.0%	0.1%	103.9%	106.4%	69.2%	129.2%	-1.3%	Dec '25
US Min Volatility- Fidelity	67.74		-0.06%	1.0%	1.5%	4.1%	8.0%	14.5%	11.8%	1.5%	50.0%	71.6%	38.0%	68.4%	-0.3%	Jan '26
Derivative Income- JPMorgan	58.34		0.2%	1.0%	1.8%	4.6%	6.8%	10.2%	8.1%	1.9%	33.3%	60.0%	32.0%	50.7%	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	15.78	p	EOD	-0.3%	0.2%	-0.7%	1.5%	5.6%	6.5%	-0.2%	24.9%	30.7%	29.2%	28.8%	-1.9%	Aug '25
Multistrategy- AQR	14.13	p	EOD	-0.2%	2.2%	4.1%	9.3%	16.4%	16.4%	0.9%	45.7%	78.8%	65.7%	48.0%	-0.2%	Jan '26
Long Short- AQR	20.92	p	EOD	-1.5%	0.3%	7.3%	14.3%	30.9%	34.4%	-1.1%	113.7%	217.8%	155.3%	143.4%	-1.7%	Dec '25
Mkt Neutral- BlackRock	14.79	p	EOD	-0.1%	2.9%	6.5%	11.8%	16.3%	18.3%	1.4%	67.1%	73.9%	71.5%	72.1%	-0.3%	Jan '26
Multi Strategy- Variant	26.28	p	EOD	-0.2%	0.2%	1.5%	3.5%	6.7%	7.2%	-0.2%	22.4%	48.6%	33.6%	25.2%	-0.3%	Jan '26
Long Short- First Trust	71.00		-0.5%	-0.3%	0.4%	3.3%	8.4%	8.5%	9.1%	0.0%	48.8%	65.2%	43.6%	58.8%	-1.1%	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)	335.84	-0.04%	4.3%	8.6%	36.9%	85.3%	77.8%	66.0%	7.3%	267.3%	291.0%	133.4%	246.8%	New Peak	Jan '26
Meta (Communications)	615.52	-2.5%	-5.1%	-4.4%	-13.1%	-14.5%	3.9%	13.1%	-6.8%	352.5%	152.3%	83.1%	386.1%	-22.0%	Aug '25
Amazon (Cyclical)	236.65	-2.5%	-2.0%	4.6%	9.4%	4.9%	8.7%	5.2%	2.5%	141.2%	51.3%	38.9%	109.6%	-6.8%	Nov '25
Tesla (Cyclical)	439.20	-1.8%	1.8%	-4.3%	2.3%	38.6%	10.8%	11.4%	-2.3%	258.8%	55.9%	9.8%	102.2%	-10.3%	Dec '25
Procter & Gamble (Defensive)	146.35	1.5%	6.0%	2.5%	-1.2%	-3.5%	-6.0%	-12.3%	2.1%	4.6%	22.1%	-0.7%	27.8%	-16.4%	Dec '24
PepsiCo (Defensive)	145.92	1.7%	6.5%	-3.1%	-2.8%	9.8%	4.7%	-1.8%	1.7%	-8.1%	20.1%	-4.4%	-4.3%	-18.4%	May '23
Coca-Cola (Defensive)	71.44	0.3%	5.8%	1.3%	6.6%	4.4%	18.5%	15.6%	2.2%	27.3%	68.7%	35.7%	42.8%	-1.6%	Nov '25
Exxon Mobil (Energy)	130.20	2.9%	9.9%	9.6%	17.0%	16.4%	23.0%	16.0%	8.2%	27.6%	216.6%	136.2%	47.8%	New Peak	Jan '26
Chevron (Energy)	167.24	2.1%	7.8%	11.5%	11.0%	12.8%	11.5%	10.1%	9.7%	6.8%	116.6%	64.8%	21.3%	New Peak	Jan '26
JPMorgan Chase (Financial)	307.87	-1.0%	-5.8%	-2.9%	2.4%	7.6%	27.0%	37.3%	-4.0%	131.1%	147.6%	112.4%	221.4%	-8.0%	Jan '26
Visa (Financial)	329.17	0.4%	-7.5%	-5.4%	-5.3%	-5.7%	7.3%	11.8%	-6.1%	50.9%	69.1%	53.2%	89.3%	-11.5%	Jun '25
Mastercard (Financial)	546.82	0.3%	-5.6%	-4.2%	-3.6%	-0.8%	8.0%	9.0%	-4.1%	48.2%	72.1%	51.1%	96.7%	-8.4%	Aug '25
Bank of America (Financial)	52.48	-3.8%	-5.7%	-4.8%	5.3%	12.7%	17.3%	28.0%	-4.6%	61.2%	74.2%	25.8%	91.3%	-8.3%	Jan '26
UnitedHealth (Health)	334.96	0.3%	-2.0%	-2.0%	-6.3%	12.9%	-36.9%	-33.1%	1.5%	-27.7%	3.7%	-28.7%	-29.0%	-44.9%	Nov '24
Johnson & Johnson (Health)	218.55	2.3%	5.3%	3.3%	15.2%	41.3%	55.6%	47.5%	5.6%	38.1%	56.8%	43.2%	48.1%	New Peak	Jan '26
Eli Lilly (Health)	1073.29	-0.4%	-3.1%	4.5%	32.3%	34.8%	45.2%	40.2%	-0.1%	203.9%	505.8%	310.0%	239.6%	-3.3%	Nov '25
Union Pacific (Industrials)	227.14	-0.9%	1.2%	-5.3%	0.6%	-1.5%	1.4%	3.9%	-1.8%	14.3%	17.5%	0.6%	27.6%	-8.7%	Aug '24
Honeywell (Industrials)	213.04	1.3%	6.8%	10.0%	9.0%	-4.0%	5.7%	-6.4%	9.2%	11.3%	20.0%	19.0%	40.2%	-4.9%	Jul '25
Nvidia (IT)	183.14	-1.4%	-3.2%	4.6%	1.7%	11.6%	39.0%	38.9%	-1.8%	984.8%	1291.3%	509.2%	1494.5%	-11.5%	Oct '25
Broadcom (IT)	339.89	-4.2%	-1.1%	-5.4%	-1.0%	23.8%	52.6%	50.6%	-1.8%	514.0%	735.8%	453.2%	732.5%	-17.5%	Dec '25
Adobe (IT)	304.44	-1.8%	-10.0%	-14.6%	-9.4%	-17.0%	-26.2%	-21.3%	-13.0%	-11.6%	-34.3%	-46.1%	6.4%	-52.0%	Feb '24
Oracle (IT)	193.61	-4.3%	0.7%	2.2%	-35.1%	-15.2%	25.1%	18.1%	-0.4%	125.0%	236.6%	133.2%	215.9%	-40.8%	Sep '25
salesforce.com (IT)	239.57	-0.6%	-10.0%	-8.5%	0.1%	-7.4%	-25.5%	-20.2%	-9.6%	62.2%	12.5%	-5.1%	70.4%	-34.4%	Dec '24
Linde PLC (Materials)	439.98	-0.7%	1.3%	5.7%	-3.8%	-5.5%	4.4%	3.2%	3.2%	37.0%	78.8%	37.2%	69.1%	-8.7%	Sep '25
Sherwin-Williams (Materials)	354.35	-0.5%	6.9%	7.8%	5.9%	3.3%	4.6%	-3.8%	9.4%	48.1%	54.6%	8.4%	81.1%	-10.6%	Nov '24
American Tower (Real Estate)	177.48	2.0%	4.7%	-0.8%	-3.9%	-18.5%	2.7%	-0.9%	1.1%	-15.6%	-4.4%	-29.6%	7.7%	-23.1%	Sep '24
Prologis Inc. (Real Estate)	132.21	1.5%	4.2%	2.4%	15.4%	22.9%	26.6%	25.1%	3.6%	19.2%	59.3%	-9.6%	45.7%	New Peak	Jan '26
NextEra Energy (Utilities)	81.98	0.4%	4.6%	0.4%	-2.5%	10.8%	24.4%	15.5%	2.1%	5.6%	12.9%	-0.3%	23.6%	-5.0%	Nov '25
Duke Energy (Utilities)	118.68	1.1%	2.1%	2.9%	-6.3%	2.4%	15.1%	12.7%	1.3%	27.3%	57.5%	34.2%	57.1%	-7.2%	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	15.90	p	EOD	0.3%	1.3%	1.6%	5.6%	11.4%	9.4%	0.8%	22.5%	11.0%	9.2%	30.8%	New Peak	Jan '26
Moderate-60% Stock	66.09		-0.02%	0.5%	2.2%	4.2%	9.6%	19.4%	16.4%	1.7%	44.2%	40.0%	27.7%	62.1%	-0.2%	Jan '26
Mod Agg-80% Stock	51.89	p	EOD	0.8%	2.9%	5.3%	11.5%	23.3%	19.6%	2.3%	56.4%	52.4%	35.8%	78.5%	-0.2%	Jan '26
Aggressive-90% Stock	31.07	p	EOD	0.8%	3.7%	6.3%	13.0%	24.8%	20.9%	2.6%	57.8%	55.2%	35.0%	80.2%	-0.3%	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	97017.62	1.8%	6.3%	7.5%	-14.2%	-19.1%	0.5%	-6.3%	10.9%	387.3%	147.6%	108.8%	406.4%	-22.2%	Oct '25
Ethereum	3354.30	1.0%	5.9%	8.8%	-18.7%	11.3%	4.1%	-11.0%	13.1%	131.1%	175.3%	-10.8%	159.0%	-30.6%	Aug '25
BNB	948.23	0.6%	5.4%	7.5%	-21.7%	37.5%	35.7%	23.1%	9.8%	222.8%	2168.8%	85.2%	249.9%	-27.6%	Oct '25
Solana	146.50	0.8%	7.5%	10.7%	-27.6%	-9.7%	-21.9%	-34.2%	17.7%	701.0%	4368.8%	-14.0%	370.1%	-44.1%	Jan '25
Bitcoin ETF	55.44	3.5%	7.6%	8.3%	-13.3%	-18.7%	1.1%	-6.4%	11.7%	-	-	-	-	-22.2%	Oct '25
Grayscale Bitcoin (hi fee)	76.31	3.4%	7.5%	8.1%	-13.6%	-19.1%	-0.2%	-7.6%	11.6%	646.2%	94.1%	146.5%	653.6%	-22.5%	Oct '25
Bloomberg Commodities	20.41	0.1%	2.5%	5.2%	9.6%	12.4%	15.3%	14.9%	4.5%	16.8%	61.4%	32.7%	15.1%	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	4.80	-0.7%	-0.4%	-1.3%	3.7%	-3.6%	-3.8%	1.1%	-0.9%	32.3%	155.9%	137.8%	23.5%	-6.0%	Oct '23
10yr Treasury rate	4.14	-0.7%	0.0%	-1.3%	2.9%	-6.5%	-13.5%	-9.0%	-0.6%	17.9%	266.7%	154.3%	6.1%	-17.0%	Oct '23
5yr Treasury rate	3.72	-0.7%	0.6%	-0.9%	3.1%	-6.7%	-19.0%	-15.0%	-0.1%	2.9%	668.0%	172.3%	-9.6%	-25.1%	Oct '23
13-week T-bill	3.56	0%	1.3%	1.0%	-7.6%	-15.8%	-15.5%	-15.7%	0.4%	-20.7%	4646.7%	6617.0%	0.8%	-33.4%	Oct '23
Crude Oil	60.67	-0.8%	8.4%	5.6%	3.4%	-9.4%	-21.7%	-19.9%	5.7%	-24.0%	13.3%	-20.3%	-30.5%	-35.2%	Sep '23
Gold	4610.30	0.5%	3.6%	7.2%	11.4%	37.6%	72.2%	64.5%	6.6%	140.3%	149.2%	156.2%	176.0%	New Peak	Jan '26
EUR/USD	1.16	-0.1%	-0.3%	-0.8%	0.4%	-0.1%	13.5%	12.9%	-0.8%	7.3%	-4.2%	2.4%	20.0%	-1.9%	Sep '25
USD/JPY	158.37	0.2%	1.1%	1.8%	4.4%	7.2%	0.6%	-0.4%	1.3%	22.6%	52.5%	37.5%	7.9%	-2.0%	Jul '24
S&P 500 Volatility Index	16.75	4.8%	8.9%	6.4%	-19.5%	-2.6%	-10.5%	-13.8%	12.0%	-8.7%	-28.0%	0.9%	-50.1%	-68.0%	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	50.90		0.02%	0.1%	0.5%	1.1%	3.0%	6.4%	6.1%	0.2%	19.9%	18.3%	17.5%	22.7%	New Peak	Jan '26
Interm Muni- JPMorgan	50.81		0.12%	0.2%	0.9%	1.4%	4.8%	5.7%	4.3%	0.6%	11.3%	6.7%	4.9%	16.5%	New Peak	Jan '26
Interm Bond- Janus MSB	46.00		0.2%	0.5%	1.4%	1.6%	6.0%	11.0%	8.8%	0.7%	14.2%	3.6%	4.3%	21.2%	New Peak	Jan '26
Interm Bond- Vanguard	78.11		0.1%	0.0%	0.7%	0.5%	4.3%	10.2%	8.5%	0.3%	13.8%	0.2%	2.4%	20.3%	-0.2%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	0.2%	0.9%	1.9%	4.8%	8.5%	8.2%	0.4%	30.6%	39.9%	28.8%	35.4%	New Peak	Jan '26
Int’l Bond- JPMorgan	49.04		0.06%	0.2%	1.2%	1.6%	3.8%	9.5%	8.2%	0.7%	19.3%	15.5%	14.5%	28.7%	New Peak	Jan '26
Long Bond- Vanguard	76.86		0.5%	0.8%	1.7%	-0.5%	6.4%	11.0%	7.2%	1.3%	10.2%	-11.1%	-10.4%	26.5%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.0%	0.9%	1.1%	4.9%	5.0%	3.3%	0.4%	10.4%	2.5%	0.6%	15.7%	New Peak	Jan '26
Long Muni- iShares	57.83		0.07%	0.2%	1.1%	1.8%	5.8%	5.6%	3.4%	0.6%	9.4%	3.5%	2.6%	14.5%	New Peak	Jan '26

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Russell 2000 (Small Cap)

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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