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S&P 500

Return

59.2%

[

18.8%

annualized]

Dec 29 2023 - Sep 10 2026

DJIA (Large Value)

Return

38.1%

[

12.7%

annualized]

Dec 29 2023 - Sep 10 2026

Russell 2000 (Small Cap)

Return

42.6%

[

14.1%

annualized]

Dec 29 2023 - Sep 10 2026

Performance Range:

As of Sep 10 11:50 PM EDT, next update on next market open

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	7591.70	-0.6%	-1.6%	-1.8%	2.7%	12.0%	15.2%	16.4%	10.9%	69.2%	70.3%	58.3%	112.2%	-2.7%	Aug '26
DJIA (Large Value)	52064.10	-0.6%	-2.5%	-3.2%	2.4%	9.8%	12.9%	13.0%	8.3%	50.2%	50.4%	42.3%	78.2%	-4.2%	Aug '26
Russell 2000 (Small Cap)	2890.95	-1.0%	-2.8%	-4.5%	-1.0%	13.7%	19.4%	11.3%	16.5%	55.8%	29.8%	27.2%	71.3%	-5.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26081.72	-0.7%	-1.6%	-1.4%	1.1%	14.8%	18.3%	20.4%	12.2%	87.4%	72.5%	64.7%	150.4%	-3.7%	Jun '26
Aggregate Bond	96.05	-0.7%	-1.0%	-1.0%	-1.9%	-1.6%	-0.7%	7.2%	-1.2%	12.6%	-2.4%	-0.8%	15.9%	-3.0%	Feb '26
Corp Bond	104.36	-0.9%	-1.1%	-1.1%	-3.2%	-2.1%	-2.6%	7.9%	-2.3%	14.2%	-5.8%	-3.5%	22.3%	-4.0%	Feb '26
High Yield Bond	78.62	-0.5%	-0.7%	-0.6%	-0.2%	1.5%	2.9%	8.6%	1.5%	25.7%	18.6%	18.2%	38.3%	-1.1%	Aug '26
Preferred	29.97	-0.7%	-1.3%	-1.6%	-2.0%	-0.7%	-1.4%	4.9%	0.2%	18.4%	2.3%	1.4%	24.5%	-3.7%	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	50.76	-1.2%	-3.2%	-4.7%	-0.5%	2.7%	11.6%	9.9%	12.8%	30.9%	33.4%	24.1%	59.3%	-5.4%	Aug '26
Consumer Discretionary/Cyclical	111.96	-0.4%	-2.6%	-6.1%	-3.5%	-1.5%	-4.9%	7.4%	-5.9%	32.4%	27.6%	10.6%	66.3%	-9.7%	Jan '26
Financial Services	56.87	-0.3%	-2.1%	-1.6%	8.5%	15.6%	6.9%	14.9%	4.7%	73.0%	65.0%	55.4%	99.9%	-2.9%	Sep '26
Real Estate	94.12	-0.9%	-2.0%	-2.3%	-2.7%	3.6%	4.9%	3.3%	8.4%	29.9%	7.2%	-2.5%	43.1%	-6.8%	Jul '26
Communication Services	111.50	0.6%	-0.5%	0.2%	-0.3%	-4.1%	-3.0%	23.1%	-4.7%	69.6%	39.3%	49.5%	143.8%	-6.6%	Jan '26
Energy	64.93	-0.6%	1.4%	6.6%	14.5%	15.5%	50.2%	7.9%	47.2%	57.3%	225.7%	165.2%	83.7%	-0.6%	Sep '26
Industrials	170.55	-0.7%	-2.7%	-8.2%	-2.4%	1.2%	13.0%	19.3%	10.5%	68.5%	80.3%	74.0%	112.7%	-8.6%	Aug '26
Technology	185.22	-1.4%	-1.1%	-0.5%	1.2%	32.2%	37.4%	24.6%	29.0%	117.5%	145.5%	118.3%	226.5%	-6.4%	Jun '26
Consumer Staples/Defensive	83.09	0.05%	-1.8%	-1.9%	-1.9%	-0.5%	6.0%	1.5%	8.3%	24.6%	31.9%	21.3%	35.8%	-6.5%	Feb '26
Healthcare	165.66	-0.6%	-3.4%	-1.4%	8.0%	9.3%	20.6%	14.5%	7.9%	31.0%	34.9%	27.9%	44.6%	-5.7%	Aug '26
Utilities	42.52	-1.0%	-1.3%	-2.5%	-2.9%	-6.7%	2.7%	16.0%	0.9%	46.6%	44.3%	37.3%	54.8%	-9.7%	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	158.79	-0.8%	-1.9%	-1.3%	2.6%	11.8%	18.1%	22.4%	13.0%	73.6%	67.1%	61.3%	119.1%	-2.3%	Aug '26
MSCI Emerging Markets	67.00	-2.2%	-2.5%	2.4%	-0.2%	14.5%	30.7%	34.0%	23.1%	83.7%	43.7%	51.0%	112.7%	-5.9%	Jun '26
FTSE Europe	89.42	-0.9%	-2.5%	-3.1%	1.3%	7.7%	15.7%	35.8%	8.9%	63.3%	53.1%	50.8%	121.0%	-4.0%	Aug '26
MSCI Japan	96.44	-0.6%	-1.9%	0.2%	5.2%	13.1%	23.8%	25.9%	20.1%	68.9%	49.3%	60.1%	118.0%	-2.1%	Aug '26
MSCI India	48.11	-1.2%	-3.6%	-4.0%	0.7%	-2.4%	-9.6%	2.7%	-11.0%	6.6%	4.9%	4.2%	19.8%	-18.1%	Sep '24
MSCI China	52.80	-1.0%	-3.8%	-5.1%	-2.2%	-8.8%	-16.2%	31.0%	-11.5%	27.8%	-17.4%	-6.1%	43.7%	-19.7%	Oct '25
International Bond	46.97	-0.6%	-1.0%	-1.5%	-1.8%	-1.2%	-0.8%	2.9%	-1.0%	11.4%	-1.0%	0.4%	16.3%	-3.0%	Feb '26
iShares Latin America	36.22	0.2%	0.4%	7.3%	6.5%	5.0%	34.4%	52.7%	20.5%	62.3%	84.5%	108.6%	87.2%	-3.7%	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	696.65	-0.6%	-1.6%	-1.7%	3.0%	12.7%	16.6%	17.8%	11.8%	75.8%	82.5%	69.0%	124.0%	-2.6%	Aug '26
US Large Growth	121.32	-0.9%	-1.7%	-1.8%	-0.1%	7.7%	6.8%	19.8%	2.7%	82.3%	88.9%	74.9%	152.4%	-5.7%	Jun '26
US Large Value	253.33	-0.3%	-1.7%	-1.8%	6.0%	17.2%	26.3%	15.7%	21.3%	69.7%	74.2%	64.0%	99.0%	-2.3%	Sep '26

US MidCap Blend	80.40	-0.9%	-2.3%	-3.2%	2.0%	10.1%	13.6%	17.0%	11.6%	74.6%	74.5%	64.5%	112.7%	-4.8%	Aug '26
US MidCap Growth	292.75	-1.1%	-2.5%	-4.5%	-0.6%	8.8%	0.3%	10.7%	5.2%	46.7%	22.7%	20.3%	77.5%	-6.8%	Aug '26
US MidCap Value	203.88	-0.7%	-2.2%	-2.3%	4.0%	10.9%	19.3%	12.1%	16.1%	59.7%	59.4%	50.0%	81.4%	-3.4%	Aug '26

US Small Blend	291.18	-1.0%	-2.9%	-4.9%	-0.8%	10.0%	14.3%	8.9%	13.6%	54.7%	40.9%	36.9%	77.7%	-5.9%	Aug '26
US Small Growth	365.67	-1.4%	-3.1%	-6.1%	-3.1%	12.7%	16.4%	12.9%	13.4%	58.7%	25.4%	27.1%	80.5%	-7.6%	Aug '26
US Small Value	218.97	-0.7%	-2.5%	-2.7%	1.8%	15.7%	25.5%	12.4%	21.6%	64.5%	50.5%	42.0%	78.8%	-3.7%	Aug '26

Foreign Large Blend	105.66	-0.8%	-2.5%	-2.2%	2.5%	8.4%	17.1%	31.6%	11.8%	63.3%	52.6%	53.3%	113.2%	-2.9%	Aug '26
Foreign Growth	120.77	-1.2%	-3.0%	-4.3%	-1.4%	5.2%	8.7%	20.7%	6.9%	40.8%	16.6%	18.1%	79.0%	-5.0%	Aug '26
Foreign Value	81.42	-0.3%	-1.9%	-0.2%	6.4%	11.8%	25.4%	42.2%	17.0%	87.7%	96.4%	96.1%	151.5%	-2.0%	Sep '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	23.05	-0.2%	-0.2%	0.6%	2.7%	4.1%	2.7%	3.6%	3.2%	19.9%	30.9%	29.3%	35.3%	-0.2%	Sep '26
Ultra Short- Janus AAA CLO	50.58	-0.02%	0.0%	0.4%	1.2%	2.7%	4.8%	5.2%	3.2%	19.5%	27.5%	27.2%	29.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.59	0%	-0.1%	0.9%	2.3%	3.4%	4.6%	6.9%	2.2%	21.7%	30.5%	29.7%	36.2%	-0.1%	Sep '26
Interval CEF- Cliffwater	10.37	0.10%	0.1%	0.5%	1.6%	3.3%	6.8%	8.9%	4.1%	32.4%	57.3%	53.2%	46.3%	NewNew Peak	Sep '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	59.24	-0.8%	-1.9%	-1.7%	2.7%	12.2%	15.7%	17.7%	11.5%	78.8%	116.4%	107.9%	129.7%	-2.7%	Aug '26
Int’l Min Volatility- Franklin	42.06	-0.3%	-1.7%	-1.2%	3.7%	8.1%	27.5%	27.1%	17.4%	83.3%	116.5%	109.4%	124.9%	-1.9%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.99	-0.5%	-3.4%	-8.1%	-10.3%	7.2%	5.9%	3.0%	7.1%	61.5%	108.5%	99.9%	105.5%	-12.4%	Jun '26
Small Value- Avantis	123.78	-0.4%	-2.5%	-2.7%	0.5%	15.0%	23.5%	7.4%	22.1%	64.3%	82.2%	65.3%	89.7%	-3.9%	Aug '26
Mid Value- Pacer Cash Cows	69.24	-0.4%	-2.9%	-0.8%	9.7%	10.7%	22.2%	9.0%	16.3%	45.4%	73.8%	60.8%	73.9%	-4.1%	Sep '26
Growth- S&P Momentum	147.53	-1.8%	-1.5%	-0.7%	-1.9%	24.8%	23.8%	26.6%	24.2%	155.7%	148.4%	141.2%	196.5%	-8.7%	Jun '26
Invesco S&P Quality	83.75	-0.8%	-1.8%	-2.6%	-2.9%	8.7%	16.2%	13.2%	12.3%	67.1%	79.7%	67.0%	120.1%	-7.0%	Jun '26
Rotation Factor- BlackRock	69.17	-0.6%	-1.3%	-0.7%	4.6%	15.0%	19.8%	20.0%	14.3%	94.2%	102.9%	93.1%	161.7%	-1.6%	Aug '26
US Min Volatility- Fidelity	71.31	-0.02%	-1.4%	-2.5%	3.7%	7.5%	9.9%	11.8%	7.7%	47.4%	55.4%	46.5%	78.7%	-3.2%	Aug '26
Derivative Income- JPMorgan	56.26	-0.5%	-1.7%	-2.0%	2.8%	1.2%	6.5%	8.1%	3.7%	28.9%	40.7%	34.3%	53.3%	-2.6%	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	18.14	0.6%	1.7%	3.8%	4.9%	11.2%	13.5%	6.5%	14.7%	35.4%	48.3%	48.6%	48.0%	NewNew Peak	Sep '26
Multistrategy- AQR	15.44	0.4%	0.3%	3.6%	5.0%	7.1%	14.0%	16.4%	10.2%	47.2%	84.2%	81.0%	61.8%	NewNew Peak	Sep '26
Long Short- AQR	22.26	-0.3%	-0.5%	1.7%	6.7%	7.6%	14.6%	34.4%	5.2%	93.0%	201.1%	171.6%	159.0%	-0.5%	Sep '26
Mkt Neutral- BlackRock	15.63	0.3%	0.2%	1.2%	3.3%	13.1%	19.2%	18.3%	15.4%	78.3%	94.2%	95.0%	95.7%	-0.1%	Sep '26
Multi Strategy- Variant	25.73	0%	0.0%	0.4%	1.3%	2.9%	6.5%	7.2%	3.8%	20.4%	42.5%	38.9%	30.2%	NewNew Peak	Sep '26
Long Short- First Trust	76.25	-0.3%	-0.7%	0.9%	3.7%	8.5%	11.9%	9.1%	7.8%	45.4%	63.5%	54.8%	71.2%	-1.0%	Sep '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)	332.60	0.6%	-1.7%	-3.2%	-7.0%	7.9%	38.7%	66.0%	6.5%	145.2%	138.3%	131.6%	244.2%	-17.3%	May '26
Meta (Communications)	644.38	-1.4%	4.5%	7.6%	13.5%	-1.4%	-13.9%	13.1%	-2.2%	111.4%	71.7%	92.0%	409.8%	-18.2%	Aug '25
Amazon (Cyclical)	251.89	-0.2%	-2.6%	-7.5%	4.3%	18.5%	9.5%	5.2%	9.1%	76.0%	45.2%	47.8%	123.1%	-11.3%	Aug '26
Tesla (Cyclical)	363.56	-1.2%	2.7%	9.2%	-8.9%	-10.9%	-1.4%	11.4%	-19.2%	32.9%	48.1%	-9.1%	67.4%	-25.8%	Dec '25
Procter & Gamble (Defensive)	142.97	0.2%	-2.4%	-1.5%	-2.9%	-5.3%	-7.2%	-12.3%	2.0%	0.0%	12.8%	-0.8%	27.6%	-16.5%	Dec '24
PepsiCo (Defensive)	136.65	-0.03%	-0.7%	-0.2%	-3.9%	-12.9%	-1.4%	-1.8%	-1.9%	-14.9%	3.4%	-7.7%	-7.6%	-21.3%	May '23
Coca-Cola (Defensive)	87.83	0.3%	-0.3%	1.6%	7.1%	14.7%	33.6%	15.6%	27.3%	62.9%	83.1%	69.1%	77.9%	-4.5%	Aug '26
Exxon Mobil (Energy)	165.23	0.6%	3.6%	4.1%	13.4%	10.5%	51.6%	16.0%	40.1%	59.7%	264.7%	205.7%	91.4%	-2.4%	Mar '26
Chevron (Energy)	212.76	-0.5%	2.0%	9.1%	15.5%	12.9%	39.7%	10.1%	43.5%	47.3%	170.6%	115.5%	58.6%	-0.5%	Sep '26
JPMorgan Chase (Financial)	353.56	-0.3%	-1.4%	-2.3%	13.3%	24.2%	17.9%	37.3%	11.3%	161.4%	154.6%	146.3%	272.6%	-3.2%	Aug '26
Visa (Financial)	367.21	-0.05%	-2.1%	1.2%	15.3%	19.3%	7.8%	11.8%	5.3%	52.0%	69.6%	71.9%	112.5%	-4.4%	Aug '26
Mastercard (Financial)	565.37	-0.4%	-2.4%	0.7%	16.4%	12.6%	-3.4%	9.0%	-0.5%	38.1%	67.6%	56.8%	104.0%	-5.7%	Aug '26
Bank of America (Financial)	62.56	-0.2%	-0.2%	-1.8%	14.0%	30.3%	25.9%	28.0%	15.6%	136.0%	75.6%	52.4%	131.6%	-3.0%	Aug '26
UnitedHealth (Health)	388.28	-1.2%	-2.2%	-3.5%	-3.7%	36.9%	12.7%	-33.1%	19.2%	-14.3%	4.6%	-16.2%	-16.6%	-35.3%	Nov '24
Johnson & Johnson (Health)	266.35	-0.3%	-3.2%	3.0%	12.3%	10.8%	52.6%	47.5%	30.8%	78.3%	83.4%	77.4%	83.4%	-4.3%	Sep '26
Eli Lilly (Health)	1123.00	-0.11%	-2.3%	-7.4%	-3.1%	12.7%	49.4%	40.2%	5.0%	92.5%	390.7%	331.1%	257.0%	-12.3%	Aug '26
Union Pacific (Industrials)	285.78	0.4%	-1.3%	-2.0%	7.0%	14.9%	35.1%	3.9%	25.4%	44.3%	54.0%	28.5%	63.0%	-7.6%	Aug '26
Honeywell (Industrials)	202.18	-1.3%	-3.5%	-11.9%	-11.8%	-18.8%	-3.1%	-6.4%	0.2%	16.9%	1.9%	9.1%	28.6%	-21.6%	Mar '26
Nvidia (IT)	218.36	-2.3%	-5.2%	0.4%	6.6%	17.5%	23.4%	38.9%	17.2%	384.2%	874.6%	627.2%	1803.5%	-7.3%	May '26
Broadcom (IT)	360.83	-1.0%	0.8%	-13.3%	-6.3%	6.0%	1.1%	50.6%	4.6%	335.4%	695.6%	489.4%	787.1%	-25.0%	Jun '26
Adobe (IT)	248.83	-2.4%	-6.6%	-5.6%	13.7%	-9.1%	-29.0%	-21.3%	-28.9%	-55.9%	-62.2%	-55.9%	-13.0%	-60.8%	Feb '24
Oracle (IT)	152.94	-5.4%	-3.7%	5.1%	-16.6%	-5.6%	-49.8%	18.1%	-20.8%	25.0%	82.4%	85.5%	151.3%	-52.9%	Sep '25
salesforce.com (IT)	243.00	-0.5%	-6.3%	23.1%	46.0%	25.8%	-0.5%	-20.2%	-7.8%	9.7%	-3.9%	-3.2%	73.7%	-33.1%	Dec '24
Linde PLC (Materials)	461.62	-1.1%	-3.3%	-5.6%	-10.1%	-3.5%	-3.2%	3.2%	9.3%	23.2%	59.1%	45.4%	79.1%	-15.3%	Jul '26
Sherwin-Williams (Materials)	317.44	-1.0%	-4.9%	-12.7%	0.4%	-1.2%	-13.1%	-3.8%	-1.3%	19.1%	10.5%	-2.2%	63.4%	-19.3%	Nov '24
American Tower (Real Estate)	172.98	-1.4%	-1.6%	2.0%	-7.8%	-3.5%	-8.6%	-0.9%	0.5%	6.6%	-31.2%	-30.1%	7.0%	-23.6%	Sep '24
Prologis Inc. (Real Estate)	134.41	-0.9%	-2.1%	-3.6%	-8.0%	1.5%	20.9%	25.1%	6.9%	21.1%	16.2%	-6.7%	50.4%	-10.4%	Jul '26
NextEra Energy (Utilities)	82.44	-0.3%	-1.2%	-3.1%	-2.1%	-8.7%	18.9%	15.5%	4.9%	33.5%	11.0%	2.4%	27.0%	-14.5%	Apr '26
Duke Energy (Utilities)	119.37	-0.9%	-0.7%	-2.2%	-3.0%	-6.6%	1.2%	12.7%	4.5%	45.6%	40.2%	38.5%	62.1%	-9.0%	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	15.81	-0.6%	-1.1%	-1.1%	-0.8%	1.1%	3.2%	9.4%	1.8%	23.1%	9.6%	10.2%	32.1%	-1.6%	Aug '26
Moderate-60% Stock	69.00	-0.7%	-1.6%	-1.3%	0.8%	6.4%	10.7%	16.4%	7.5%	46.9%	37.3%	35.0%	71.3%	-2.0%	Aug '26
Mod Agg-80% Stock	55.61	-0.8%	-1.7%	-1.3%	1.6%	8.9%	14.5%	19.6%	10.4%	59.6%	49.9%	46.7%	92.7%	-2.1%	Aug '26
Aggressive-90% Stock	34.52	-0.9%	-1.7%	-1.2%	2.0%	12.0%	19.1%	20.9%	14.0%	65.6%	53.7%	49.9%	100.2%	-2.2%	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	76763.27	0.07%	-3.7%	20.8%	20.8%	9.3%	-33.5%	-6.3%	-12.3%	205.1%	71.0%	65.2%	300.7%	-38.5%	Oct '25
Ethereum	2442.87	0.11%	-0.5%	29.8%	46.1%	19.1%	-45.2%	-11.0%	-17.7%	57.4%	-23.9%	-35.1%	88.7%	-49.4%	Aug '25
BNB	711.23	0.2%	-1.4%	15.4%	17.6%	9.2%	-21.2%	23.1%	-17.6%	245.2%	77.1%	38.9%	162.5%	-45.7%	Oct '25
Solana	99.25	0.2%	-2.6%	30.3%	48.5%	14.7%	-56.6%	-34.2%	-20.3%	459.5%	-44.8%	-41.7%	218.5%	-62.1%	Jan '25
Bitcoin ETF	43.68	-1.4%	-3.4%	21.5%	21.2%	9.0%	-32.8%	-6.4%	-12.0%	-	-	-	-	-38.7%	Oct '25
Grayscale Bitcoin (hi fee)	59.65	-1.4%	-3.4%	21.4%	20.9%	8.4%	-33.7%	-7.6%	-12.7%	254.1%	79.4%	92.7%	489.1%	-39.4%	Oct '25
Bloomberg Commodities	26.81	1.6%	3.4%	9.4%	14.1%	12.9%	47.3%	14.9%	37.3%	56.2%	78.1%	74.3%	51.2%	NewNew Peak	Sep '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	5.36	1.4%	2.2%	2.4%	8.3%	10.4%	15.3%	1.1%	10.8%	22.5%	177.2%	165.9%	38.0%	NewNew Peak	Sep '26
10yr Treasury rate	4.94	2.2%	3.3%	5.6%	10.8%	17.5%	23.3%	-9.0%	18.8%	15.3%	268.7%	203.7%	26.7%	-0.9%	Oct '23
5yr Treasury rate	4.73	2.6%	4.0%	7.9%	13.0%	25.1%	32.3%	-15.0%	27.2%	7.2%	480.0%	246.7%	15.1%	-4.6%	Oct '23
13-week T-bill	3.85	1.1%	2.3%	3.1%	6.1%	6.8%	-2.1%	-15.7%	8.4%	-27.4%	10018.4%	7154.7%	8.8%	-28.1%	Oct '23
Crude Oil	102.97	0.5%	12.6%	23.8%	17.4%	18.0%	65.1%	-19.9%	79.3%	18.0%	47.7%	35.3%	18.0%	-8.8%	Apr '26
Gold	4349.30	-0.3%	-1.8%	-0.8%	6.3%	-15.8%	19.6%	64.5%	0.5%	126.1%	143.0%	141.7%	160.4%	-18.2%	Jan '26
USD/EUR	0.86	0.09%	0.2%	-0.5%	-0.2%	0.1%	1.1%	-11.4%	1.2%	-7.4%	-	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	154.49	0.01%	-1.1%	-3.0%	-3.5%	-2.3%	4.9%	-0.4%	-1.2%	5.3%	-	34.2%	5.3%	-5.7%	Jul '26
S&P 500 Volatility Index	17.84	8.4%	22.8%	16.8%	-8.2%	-26.4%	21.3%	-13.8%	19.3%	29.3%	-14.8%	7.5%	-46.9%	-65.9%	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	50.13	-0.3%	-0.6%	-0.5%	-0.1%	0.6%	2.6%	6.1%	1.3%	18.1%	18.3%	18.7%	24.0%	-0.8%	Aug '26
Interm Muni- JPMorgan	48.46	-0.7%	-1.1%	-2.5%	-3.0%	-2.3%	-0.3%	4.3%	-1.7%	9.2%	2.5%	2.5%	13.8%	-3.6%	Jul '26
Interm Bond- Janus MSB	43.52	-0.9%	-1.4%	-1.4%	-2.3%	-2.1%	0.1%	8.8%	-1.4%	14.8%	1.3%	2.1%	18.7%	-3.5%	Feb '26
Interm Bond- Vanguard	74.16	-0.7%	-1.0%	-1.3%	-2.1%	-2.3%	-1.5%	8.5%	-2.0%	13.7%	-2.0%	0.1%	17.5%	-3.8%	Feb '26
Multisector Bond- Intrepid	8.84	-0.11%	-0.3%	-0.2%	0.7%	3.0%	4.4%	8.2%	2.8%	28.5%	33.5%	31.8%	38.6%	-0.4%	Aug '26
Int’l Bond- JPMorgan	47.18	-0.6%	-0.9%	-1.2%	-1.1%	-0.3%	0.8%	8.2%	-0.2%	18.0%	12.7%	13.5%	27.5%	-2.0%	Feb '26
Long Bond- Vanguard	70.62	-1.2%	-1.4%	-1.1%	-4.8%	-2.6%	-4.9%	7.2%	-3.4%	11.4%	-17.0%	-14.6%	20.6%	-6.3%	Oct '25
Long CA Muni- PIMCO	9.05	-0.9%	-1.4%	-3.0%	-3.3%	-2.5%	0.1%	4.4%	-1.7%	11.5%	2.5%	2.2%	17.5%	-4.1%	Jul '26
Long Muni- iShares	55.09	-0.6%	-1.1%	-2.8%	-3.2%	-2.7%	-0.3%	3.4%	-2.2%	7.5%	-0.2%	-0.3%	11.3%	-4.0%	Feb '26

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