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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 10 09:40 PM EDT, next update at 09:50 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	p	EOD	1.6%	0.9%	6.3%	11.3%	19.6%	16.4%	1.8%	75.5%	83.3%	45.2%	94.8%	New Peak	Jan '26
DJIA (Large Value)	49504.07	p	EOD	2.3%	1.6%	8.8%	11.6%	18.0%	13.0%	3.0%	45.7%	59.6%	35.3%	69.5%	New Peak	Jan '26
Russell 2000 (Small Cap)	2624.22	p	EOD	4.6%	1.3%	9.6%	17.4%	19.9%	11.3%	5.7%	42.3%	25.5%	15.5%	55.5%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23671.35	p	EOD	1.9%	0.3%	6.6%	15.0%	23.5%	20.4%	1.8%	116.5%	81.6%	49.5%	127.2%	-1.2%	Oct '25
Aggregate Bond	100.16	p	EOD	0.3%	0.4%	0.7%	4.2%	8.6%	7.2%	0.3%	12.1%	-0.6%	0.8%	17.7%	-0.1%	Nov '25
Corp Bond	110.64	p	EOD	0.4%	0.2%	0.5%	4.7%	9.8%	7.9%	0.4%	15.0%	-1.6%	-0.8%	25.7%	-0.9%	Oct '25
High Yield Bond	81.00	p	EOD	0.4%	0.8%	2.8%	4.2%	9.3%	8.6%	0.5%	26.9%	21.9%	17.0%	36.9%	New Peak	Jan '26
Preferred	31.57	p	EOD	1.0%	1.6%	2.8%	4.1%	8.2%	4.9%	2.0%	18.4%	12.2%	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	p	EOD	4.6%	7.5%	11.7%	6.5%	18.2%	9.9%	6.4%	23.4%	39.3%	17.1%	50.3%	New Peak	Jan '26
Consumer Discretionary/Cyclical	124.41	p	EOD	5.1%	3.7%	9.0%	12.8%	13.7%	7.4%	4.2%	84.7%	56.4%	22.4%	84.1%	New Peak	Jan '26
Financial Services	55.73	p	EOD	1.5%	1.9%	7.2%	7.6%	19.4%	14.9%	1.8%	63.5%	95.9%	51.0%	94.3%	-1.2%	Jan '26
Real Estate	89.47	p	EOD	1.1%	0.8%	2.4%	1.5%	8.7%	3.2%	1.1%	15.2%	31.4%	-9.0%	33.5%	-4.8%	Nov '24
Communication Services	117.91	p	EOD	0.9%	1.3%	4.9%	12.0%	24.6%	23.1%	0.2%	136.0%	86.8%	57.2%	156.3%	-0.6%	Sep '25
Energy	46.67	p	EOD	2.2%	2.4%	10.5%	6.5%	9.1%	7.9%	4.4%	17.2%	168.0%	88.3%	30.3%	-0.5%	Jan '26
Industrials	161.93	p	EOD	2.5%	3.0%	8.4%	8.6%	25.0%	19.3%	4.4%	66.3%	95.1%	64.4%	101.0%	-0.1%	Jan '26
Technology	146.15	p	EOD	1.3%	-1.1%	5.2%	14.6%	28.6%	24.6%	1.5%	131.3%	134.4%	71.9%	157.0%	-3.7%	Oct '25
Consumer Staples/Defensive	79.25	p	EOD	2.0%	1.4%	2.3%	-0.5%	6.6%	1.5%	2.0%	14.6%	36.3%	14.3%	27.9%	-3.3%	Aug '25
Healthcare	157.31	p	EOD	1.2%	2.9%	11.2%	17.4%	14.6%	14.5%	1.6%	22.2%	44.5%	20.4%	36.2%	-1.5%	Jan '26
Utilities	42.51	p	EOD	-1.6%	-0.5%	-5.0%	4.6%	15.7%	16.0%	-0.4%	29.3%	60.3%	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	p	EOD	1.6%	2.0%	7.6%	13.0%	26.4%	22.4%	2.3%	72.2%	70.6%	46.0%	98.4%	New Peak	Jan '26
MSCI Emerging Markets	57.14	p	EOD	1.6%	5.6%	11.6%	20.1%	42.4%	34.0%	4.4%	50.7%	19.0%	28.0%	80.4%	-0.2%	Jan '26
FTSE Europe	85.77	p	EOD	1.4%	4.0%	9.3%	11.6%	39.5%	35.8%	2.6%	59.6%	63.4%	42.0%	108.0%	New Peak	Jan '26
MSCI Japan	84.61	p	EOD	4.0%	4.2%	12.0%	21.3%	35.6%	25.8%	4.8%	67.5%	39.1%	39.6%	90.1%	New Peak	Jan '26
MSCI India	53.18	p	EOD	-2.5%	-0.7%	0.8%	-3.1%	3.8%	2.7%	-1.6%	27.2%	37.9%	15.2%	32.4%	-9.5%	Sep '24
MSCI China	62.22	p	EOD	0.0%	2.1%	2.6%	14.6%	45.5%	31.0%	3.6%	26.1%	-17.0%	9.5%	68.2%	-6.0%	Oct '25
International Bond	48.54	p	EOD	0.5%	0.6%	0.2%	1.9%	4.4%	2.9%	0.5%	13.9%	-0.3%	1.9%	18.0%	-0.4%	Oct '25
iShares Latin America	31.86	p	EOD	3.3%	4.0%	19.9%	28.1%	58.0%	52.6%	4.6%	52.1%	52.6%	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	p	EOD	1.6%	1.0%	6.6%	12.0%	21.0%	17.8%	1.8%	83.0%	97.0%	54.0%	104.0%	New Peak	Jan '26
US Large Growth	476.18	p	EOD	0.9%	-0.5%	3.7%	11.6%	20.1%	18.3%	0.6%	118.6%	103.5%	58.6%	133.0%	-3.1%	Oct '25
US Large Value	217.59	p	EOD	2.5%	2.7%	9.6%	11.9%	20.7%	15.7%	3.4%	46.7%	70.2%	39.8%	69.7%	New Peak	Jan '26

US MidCap Blend	298.66	p	EOD	2.1%	0.8%	4.7%	6.6%	15.4%	11.6%	2.9%	46.8%	51.6%	25.6%	67.5%	-0.2%	Jan '26
US MidCap Growth	285.90	p	EOD	1.6%	-0.4%	-0.5%	1.2%	12.3%	10.7%	2.4%	55.8%	35.9%	17.1%	72.8%	-3.9%	Oct '25
US MidCap Value	183.13	p	EOD	2.3%	1.7%	8.6%	10.7%	17.6%	12.1%	3.2%	38.1%	67.0%	33.4%	61.3%	New Peak	Jan '26

US Small Blend	271.79	p	EOD	3.9%	2.5%	9.9%	12.9%	15.8%	8.9%	5.4%	47.3%	43.5%	26.9%	64.7%	New Peak	Jan '26
US Small Growth	342.38	p	EOD	4.7%	1.1%	8.1%	19.0%	20.9%	12.9%	6.0%	55.6%	16.9%	18.8%	68.7%	New Peak	Jan '26
US Small Value	191.12	p	EOD	4.5%	1.5%	11.5%	17.1%	21.7%	12.4%	5.5%	39.6%	50.1%	23.1%	55.1%	New Peak	Jan '26

Foreign Large Blend	98.81	p	EOD	1.8%	3.7%	9.1%	13.1%	36.3%	31.5%	2.9%	57.4%	54.4%	41.0%	96.1%	New Peak	Jan '26
Foreign Growth	119.09	p	EOD	3.4%	4.6%	7.2%	9.4%	26.3%	20.7%	4.5%	42.1%	26.9%	15.5%	75.1%	New Peak	Jan '26
Foreign Value	72.48	p	EOD	0.4%	2.8%	11.1%	16.5%	46.0%	42.2%	1.5%	73.0%	83.8%	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	p	EOD	0.3%	-0.1%	1.2%	0.8%	3.7%	3.6%	0.4%	26.1%	30.2%	25.8%	31.6%	-0.2%	Sep '25
Ultra Short- Janus AAA CLO	50.64	p	EOD	0.1%	0.6%	1.5%	2.7%	5.1%	5.2%	0.1%	21.9%	24.4%	22.8%	25.0%	New Peak	Jan '26
Bank Loan- Invesco	21.06	p	EOD	0.2%	0.7%	3.0%	3.7%	7.0%	6.9%	0.3%	27.2%	29.7%	27.3%	33.7%	New Peak	Jan '26
Interval CEF- Cliffwater	10.46	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	p	EOD	1.4%	1.7%	7.2%	11.4%	19.8%	17.7%	2.1%	85.9%	129.1%	90.3%	110.2%	-0.1%	Jan '26
Int’l Min Volatility- Franklin	37.45	p	EOD	0.5%	2.7%	10.3%	16.5%	29.2%	27.1%	1.7%	70.6%	109.9%	81.5%	94.8%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.62	p	EOD	-99.6%	-99.6%	-99.6%	-99.6%	-99.6%	3.0%	-99.6%	-99.3%	-99.2%	-99.3%	-99.3%	-99.6%	Nov '24
Small Value- Avantis	107.33	p	EOD	4.1%	1.4%	13.2%	14.1%	15.3%	7.4%	5.2%	44.7%	90.0%	42.4%	63.4%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	61.98	p	EOD	2.5%	1.8%	12.5%	11.3%	12.3%	9.0%	3.0%	36.7%	94.5%	42.3%	54.0%	New Peak	Jan '26
Growth- S&P Momentum	120.03	p	EOD	0.3%	-1.2%	1.5%	7.4%	26.6%	26.6%	0.6%	119.5%	139.2%	95.5%	140.2%	-3.1%	Oct '25
Invesco S&P Quality	77.35	p	EOD	2.6%	1.7%	7.4%	9.3%	18.3%	13.3%	3.1%	76.9%	92.8%	53.4%	102.1%	New Peak	Jan '26
Rotation Factor- BlackRock	61.57	p	EOD	1.1%	0.5%	6.6%	12.8%	22.7%	20.0%	1.2%	108.8%	109.8%	71.1%	131.9%	-0.2%	Dec '25
US Min Volatility- Fidelity	67.78	p	EOD	1.6%	0.8%	5.4%	8.4%	15.1%	11.8%	1.5%	50.3%	69.4%	38.1%	68.5%	New Peak	Jan '26
Derivative Income- JPMorgan	58.25	p	EOD	1.6%	1.5%	6.1%	6.7%	10.9%	8.1%	1.8%	33.5%	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	15.76	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	21.01	p	EOD	-99.6%	-99.6%	-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	14.78	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	26.34	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	p	EOD	0.7%	0.4%	5.6%	9.2%	9.7%	9.1%	0.7%	50.5%	66.9%	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	p	EOD	4.3%	5.2%	39.0%	82.6%	71.8%	66.0%	5.0%	261.7%	277.0%	128.3%	239.3%	New Peak	Jan '26
Meta (Communications)	653.06	p	EOD	0.4%	0.1%	-7.3%	-8.8%	6.4%	13.1%	-1.1%	394.9%	156.0%	94.3%	415.8%	-17.2%	Aug '25
Amazon (Cyclical)	247.38	p	EOD	9.2%	7.4%	14.3%	9.9%	13.0%	5.2%	7.2%	160.2%	58.9%	45.2%	119.1%	-2.6%	Nov '25
Tesla (Cyclical)	445.01	p	EOD	1.6%	-0.4%	7.6%	41.9%	12.7%	11.4%	-1.0%	261.2%	64.6%	11.3%	104.8%	-9.2%	Dec '25
Procter & Gamble (Defensive)	141.87	p	EOD	0.1%	0.8%	-4.6%	-8.4%	-8.2%	-12.3%	-1.0%	1.6%	16.6%	-3.7%	23.9%	-19.0%	Dec '24
PepsiCo (Defensive)	139.91	p	EOD	-1.6%	-6.1%	-5.9%	5.5%	2.0%	-1.8%	-2.5%	-13.2%	14.9%	-8.3%	-8.2%	-21.8%	May '23
Coca-Cola (Defensive)	70.51	p	EOD	2.0%	2.0%	5.9%	2.4%	18.9%	15.6%	0.9%	24.4%	63.3%	34.0%	40.9%	-2.9%	Nov '25
Exxon Mobil (Energy)	124.61	p	EOD	1.6%	4.2%	13.5%	9.9%	21.3%	16.0%	3.5%	24.0%	225.5%	126.0%	41.5%	-0.6%	Jan '26
Chevron (Energy)	162.11	p	EOD	4.0%	7.6%	10.1%	6.7%	10.8%	10.1%	6.4%	5.0%	118.9%	59.7%	17.6%	-2.1%	Jan '23
JPMorgan Chase (Financial)	329.19	p	EOD	1.6%	3.7%	9.4%	15.3%	39.4%	37.3%	2.2%	152.0%	169.6%	126.1%	242.1%	-1.6%	Jan '26
Visa (Financial)	349.77	p	EOD	0.9%	1.2%	2.0%	0.9%	14.5%	11.8%	-0.3%	61.1%	70.4%	62.8%	101.2%	-6.0%	Jun '25
Mastercard (Financial)	575.54	p	EOD	2.2%	2.2%	3.2%	4.7%	14.5%	9.0%	0.8%	54.8%	69.8%	58.8%	106.7%	-3.8%	Aug '25
Bank of America (Financial)	55.85	p	EOD	-0.2%	2.4%	15.4%	20.8%	26.7%	28.0%	1.5%	75.7%	90.6%	33.9%	103.5%	-2.4%	Jan '26
UnitedHealth (Health)	343.98	p	EOD	2.3%	2.2%	-2.3%	14.6%	-32.3%	-33.1%	4.2%	-26.4%	3.4%	-26.7%	-27.1%	-43.4%	Nov '24
Johnson & Johnson (Health)	204.39	p	EOD	-1.4%	-2.7%	7.8%	32.1%	48.3%	47.5%	-1.2%	28.0%	47.8%	34.0%	38.5%	-4.6%	Dec '25
Eli Lilly (Health)	1063.56	p	EOD	-1.6%	5.4%	27.8%	34.6%	34.0%	40.2%	-1.0%	202.2%	502.7%	306.3%	236.5%	-4.2%	Nov '25
Union Pacific (Industrials)	228.44	p	EOD	-1.5%	-3.3%	1.9%	-1.7%	3.9%	3.9%	-1.2%	14.4%	17.5%	1.2%	28.4%	-8.1%	Aug '24
Honeywell (Industrials)	207.38	p	EOD	5.9%	7.0%	10.2%	-5.7%	3.0%	-6.4%	6.3%	10.6%	16.9%	15.8%	36.5%	-7.4%	Jul '25
Nvidia (IT)	184.86	p	EOD	-2.1%	2.2%	0.9%	12.1%	36.1%	38.9%	-0.9%	1056.5%	1260.9%	514.9%	1509.5%	-10.7%	Oct '25
Broadcom (IT)	344.97	p	EOD	-0.8%	-14.9%	6.5%	26.2%	55.2%	50.6%	-0.3%	524.1%	760.3%	461.4%	745.0%	-16.3%	Dec '25
Adobe (IT)	333.95	p	EOD	0.2%	-4.7%	-1.1%	-8.1%	-17.7%	-21.3%	-4.6%	-2.6%	-29.6%	-40.8%	16.7%	-47.4%	Feb '24
Oracle (IT)	198.52	p	EOD	1.4%	-0.2%	-32.2%	-13.7%	29.5%	18.1%	1.9%	131.7%	236.4%	138.5%	223.0%	-39.4%	Sep '25
salesforce.com (IT)	259.94	p	EOD	2.5%	-0.8%	7.7%	1.1%	-17.7%	-20.2%	-1.9%	81.6%	20.5%	3.0%	84.9%	-28.8%	Dec '24
Linde PLC (Materials)	444.08	p	EOD	3.5%	10.1%	-1.8%	-4.6%	8.7%	3.2%	4.1%	40.1%	77.9%	38.5%	70.6%	-7.8%	Sep '25
Sherwin-Williams (Materials)	353.28	p	EOD	7.8%	7.3%	6.4%	2.6%	8.0%	-3.8%	9.0%	48.9%	50.8%	8.1%	80.6%	-10.8%	Nov '24
American Tower (Real Estate)	168.51	p	EOD	-3.6%	-6.4%	-8.9%	-21.7%	0.6%	-0.9%	-4.0%	-18.3%	-9.2%	-33.2%	2.2%	-27.0%	Sep '24
Prologis Inc. (Real Estate)	129.40	p	EOD	0.3%	-0.1%	17.2%	20.5%	29.4%	25.1%	1.4%	17.6%	57.3%	-11.5%	42.6%	-0.2%	Jan '26
NextEra Energy (Utilities)	79.89	p	EOD	-1.3%	-1.6%	-3.5%	8.9%	22.3%	15.5%	-0.5%	2.6%	13.9%	-2.9%	20.4%	-7.4%	Nov '25
Duke Energy (Utilities)	116.80	p	EOD	-0.5%	2.1%	-7.2%	1.2%	14.3%	12.7%	-0.3%	24.5%	59.1%	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	15.89	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	p	EOD	1.1%	1.4%	5.1%	9.6%	19.6%	16.4%	1.5%	45.4%	40.5%	27.6%	61.9%	New Peak	Jan '26
Mod Agg-80% Stock	51.81	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	31.02	p	EOD	-99.5%	-99.5%	-99.5%	-99.5%	-99.4%	20.9%	-99.5%	-99.3%	-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	90535.70		0.02%	0.7%	-2.1%	-20.0%	-23.0%	-4.4%	-6.3%	3.5%	404.8%	154.6%	94.9%	372.6%	-27.4%	Oct '25
Ethereum	3089.46		0.2%	-1.1%	-4.6%	-19.6%	4.4%	-5.4%	-11.0%	4.1%	122.6%	183.4%	-17.9%	138.6%	-36.1%	Aug '25
BNB	907.11		1.3%	3.0%	2.4%	-18.0%	31.5%	30.8%	23.1%	5.1%	218.2%	2264.0%	77.1%	234.8%	-30.8%	Oct '25
Solana	136.01		0.2%	2.9%	-0.3%	-27.9%	-16.5%	-27.5%	-34.2%	9.3%	731.4%	4275.9%	-20.1%	336.4%	-48.1%	Jan '25
Bitcoin ETF	51.16	p	EOD	0.4%	-1.8%	-22.7%	-23.9%	-5.0%	-6.4%	3.0%	-	-	-	-	-28.2%	Oct '25
Grayscale Bitcoin (hi fee)	70.48	p	EOD	0.5%	-1.8%	-22.9%	-24.2%	-6.1%	-7.6%	3.1%	696.1%	108.6%	127.7%	596.0%	-28.4%	Oct '25
Bloomberg Commodities	19.99	p	EOD	2.2%	1.9%	8.6%	9.7%	13.7%	15.1%	2.4%	16.6%	62.1%	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	p	EOD	-0.9%	0.6%	4.0%	-2.8%	-2.9%	1.1%	-0.4%	31.0%	156.9%	139.0%	24.1%	-5.6%	Oct '23
10yr Treasury rate	4.17	p	EOD	-0.4%	0.7%	3.0%	-5.7%	-12.7%	-9.0%	0.2%	17.4%	268.5%	156.2%	6.9%	-16.4%	Oct '23
5yr Treasury rate	3.76	p	EOD	0.5%	1.1%	3.0%	-5.9%	-18.2%	-15.0%	0.9%	2.4%	654.4%	175.2%	-8.6%	-24.3%	Oct '23
13-week T-bill	3.51	p	EOD	-0.6%	-1.5%	-8.8%	-17.1%	-16.6%	-15.7%	-1.0%	-22.9%	4291.3%	6528.3%	-0.6%	-34.3%	Oct '23
Crude Oil	59.12	p	EOD	3.1%	2.6%	0.4%	-13.6%	-22.8%	-19.9%	3.0%	-23.6%	13.1%	-22.3%	-32.3%	-36.9%	Sep '23
Gold	4490.30	p	EOD	4.1%	4.8%	12.9%	33.8%	65.8%	64.5%	3.8%	139.5%	142.8%	149.5%	168.8%	-1.4%	Dec '25
EUR/USD	1.17	p	EOD	-0.8%	-0.4%	-	-	13.2%	12.9%	-0.8%	8.6%	-4.3%	2.5%	20.1%	-1.8%	Sep '25
USD/JPY	156.88	p	EOD	0.1%	0.7%	-	-	-0.7%	-0.4%	0.3%	18.8%	50.7%	36.2%	6.9%	-2.9%	Jul '24
S&P 500 Volatility Index	14.49	p	EOD	-0.1%	-2.4%	-33.1%	-11.6%	-25.8%	-13.8%	-3.1%	-31.3%	-39.8%	-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	p	EOD	0.0%	0.4%	1.1%	2.8%	6.3%	6.1%	0.0%	19.8%	17.9%	17.3%	22.5%	-0.1%	Jan '26
Interm Muni- JPMorgan	50.74	p	EOD	0.4%	0.7%	1.4%	4.6%	5.5%	4.3%	0.5%	11.5%	6.5%	4.8%	16.4%	New Peak	Jan '26
Interm Bond- Janus MSB	45.96	p	EOD	0.8%	1.0%	1.7%	5.8%	10.8%	8.8%	0.6%	13.8%	3.0%	3.7%	20.6%	New Peak	Jan '26
Interm Bond- Vanguard	77.96	p	EOD	0.1%	0.3%	0.7%	4.1%	9.8%	8.5%	0.1%	14.1%	0.3%	2.2%	20.1%	-0.4%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	-99.6%	-99.6%	-99.6%	-99.5%	-99.5%	8.2%	-99.6%	-99.4%	-99.4%	-99.4%	-99.4%	-99.6%	Jan '26
Int’l Bond- JPMorgan	48.95	p	EOD	0.3%	1.0%	1.9%	3.8%	9.1%	8.2%	0.5%	19.8%	14.8%	14.3%	28.4%	New Peak	Jan '26
Long Bond- Vanguard	76.44	p	EOD	0.9%	0.2%	-0.2%	5.7%	10.1%	7.2%	0.8%	11.0%	-10.8%	-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	p	EOD	0.5%	1.0%	1.8%	5.6%	4.9%	3.4%	0.6%	9.7%	3.4%	2.6%	14.4%	New Peak	Jan '26

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performance monitoring, and client presentations.
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