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S&P 500

Return

58.3%

[

18.4%

annualized]

Dec 29 2023 - Sep 16 2026

DJIA (Large Value)

Return

36.5%

[

12.2%

annualized]

Dec 29 2023 - Sep 16 2026

Russell 2000 (Small Cap)

Return

41.0%

[

13.5%

annualized]

Dec 29 2023 - Sep 16 2026

Performance Range:

As of Sep 16 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	7551.81	-0.4%	-0.5%	-2.5%	1.8%	12.4%	14.4%	16.4%	10.3%	69.7%	70.4%	22.9%	51.6%	-3.2%	Aug '26
DJIA (Large Value)	51461.90	-1.2%	-1.2%	-3.7%	-0.1%	9.5%	11.8%	13.0%	7.1%	48.7%	48.8%	15.3%	36.7%	-5.3%	Aug '26
Russell 2000 (Small Cap)	2858.81	-0.4%	-1.1%	-6.5%	-2.0%	13.4%	18.8%	11.3%	15.2%	54.8%	27.8%	25.3%	62.4%	-6.8%	Aug '26
NASDAQ Comp (Tech/Growth)	25978.42	-0.01%	-0.4%	-2.5%	-0.2%	15.6%	16.7%	20.4%	11.8%	89.5%	72.7%	29.5%	70.2%	-4.1%	Jun '26
Aggregate Bond	95.81	-0.04%	-0.2%	-1.1%	-1.8%	-2.0%	-0.9%	7.2%	-1.5%	12.5%	-2.7%	4.7%	3.8%	-3.3%	Feb '26
Corp Bond	104.45	0.2%	0.1%	-0.8%	-2.8%	-2.1%	-2.4%	7.9%	-2.2%	14.5%	-5.8%	4.4%	5.8%	-3.9%	Feb '26
High Yield Bond	78.42	0.05%	-0.3%	-1.0%	-0.2%	1.3%	2.6%	8.6%	1.2%	25.5%	18.0%	7.9%	12.5%	-1.3%	Aug '26
Preferred	29.90	0.2%	-0.2%	-1.9%	-2.5%	-0.5%	-1.8%	4.9%	-0.1%	17.6%	2.1%	3.3%	11.7%	-4.0%	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	50.36	-0.7%	-0.8%	-3.6%	-2.8%	2.5%	12.8%	9.9%	12.0%	30.5%	36.7%	15.1%	38.8%	-6.2%	Aug '26
Consumer Discretionary/Cyclical	110.18	-0.6%	-1.6%	-5.6%	-4.4%	-2.3%	-8.1%	7.4%	-7.4%	31.4%	24.7%	-1.4%	26.2%	-11.2%	Jan '26
Financial Services	55.93	-1.6%	-1.7%	-2.9%	3.8%	13.8%	5.0%	14.9%	3.0%	68.3%	62.3%	9.6%	29.7%	-4.5%	Sep '26
Real Estate	93.48	-0.7%	-0.7%	-4.6%	-1.4%	2.1%	5.5%	3.3%	7.7%	28.7%	6.4%	7.6%	22.9%	-7.4%	Jul '26
Communication Services	113.00	-0.9%	1.3%	2.0%	3.8%	-1.5%	-3.7%	23.1%	-3.4%	73.1%	43.1%	9.6%	33.2%	-5.3%	Jan '26
Energy	64.03	-2.9%	-1.4%	2.3%	18.0%	10.9%	46.7%	7.9%	45.2%	53.1%	211.2%	45.8%	74.1%	-2.9%	Sep '26
Industrials	168.71	-0.08%	-1.1%	-9.5%	-5.8%	1.9%	13.1%	19.3%	9.3%	67.7%	81.3%	23.9%	47.2%	-9.5%	Aug '26
Technology	183.93	0.10%	-0.7%	-3.4%	-0.9%	32.1%	36.2%	24.6%	28.1%	122.1%	145.6%	53.2%	106.1%	-7.1%	Jun '26
Consumer Staples/Defensive	83.33	-0.5%	0.3%	-1.6%	0.3%	-0.4%	6.7%	1.5%	8.6%	25.5%	33.2%	6.3%	12.9%	-6.3%	Feb '26
Healthcare	167.77	0.07%	1.3%	0.4%	11.8%	13.1%	24.4%	14.5%	9.3%	33.4%	36.8%	17.6%	29.0%	-4.5%	Aug '26
Utilities	41.32	0%	-2.8%	-6.5%	-6.5%	-11.2%	0.7%	16.0%	-1.9%	39.2%	44.6%	7.3%	17.0%	-12.3%	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	157.61	-0.4%	-0.7%	-2.6%	1.2%	11.8%	16.8%	22.4%	12.1%	72.8%	67.4%	30.1%	55.7%	-3.0%	Aug '26
MSCI Emerging Markets	65.72	-0.06%	-1.9%	-2.4%	-4.1%	12.4%	25.8%	34.0%	20.7%	80.4%	44.0%	51.6%	75.6%	-7.7%	Jun '26
FTSE Europe	88.63	-0.4%	-0.9%	-3.8%	0.7%	7.1%	14.5%	35.8%	7.4%	61.2%	53.1%	32.7%	47.1%	-4.9%	Aug '26
MSCI Japan	97.01	0.09%	0.6%	-1.2%	2.7%	14.6%	24.7%	25.9%	20.8%	68.1%	48.9%	46.6%	65.5%	-1.6%	Sep '26
MSCI India	47.46	-0.3%	-1.4%	-4.3%	-3.3%	-2.2%	-12.1%	2.7%	-12.2%	6.0%	3.5%	-4.6%	-3.5%	-15.0%	Jun '25
MSCI China	52.31	-1.1%	-0.9%	-5.0%	-1.3%	-9.9%	-19.0%	31.0%	-12.3%	27.7%	-14.6%	0.2%	19.0%	-20.4%	Oct '25
International Bond	46.97	0.2%	0.0%	-1.2%	-2.1%	-1.3%	-0.7%	2.9%	-1.0%	11.4%	-0.7%	1.8%	1.4%	-3.0%	Feb '26
iShares Latin America	35.03	-1.4%	-3.3%	4.1%	2.8%	3.6%	27.2%	52.7%	16.5%	54.6%	84.0%	55.2%	74.2%	-6.9%	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	693.24	-0.4%	-0.5%	-2.4%	2.0%	13.1%	15.7%	17.8%	11.2%	76.4%	82.8%	25.3%	54.1%	-3.0%	Aug '26
US Large Growth	120.54	0.07%	-0.6%	-3.5%	-0.8%	8.9%	5.2%	19.8%	2.1%	84.4%	89.0%	17.9%	52.6%	-6.2%	Jun '26
US Large Value	251.16	-0.9%	-0.9%	-2.1%	4.5%	16.2%	25.8%	15.7%	20.2%	67.8%	73.4%	31.2%	53.7%	-3.2%	Sep '26

US MidCap Blend	79.54	-0.6%	-1.1%	-5.4%	0.3%	9.1%	13.7%	17.0%	10.4%	73.8%	73.4%	22.9%	46.6%	-5.8%	Aug '26
US MidCap Growth	289.52	-0.08%	-1.1%	-7.3%	-3.8%	8.0%	0.1%	10.7%	3.9%	47.0%	21.4%	6.9%	34.7%	-7.8%	Aug '26
US MidCap Value	201.74	-1.0%	-1.0%	-3.8%	3.5%	9.6%	19.4%	12.1%	14.9%	57.9%	59.1%	24.8%	45.9%	-4.4%	Aug '26

US Small Blend	288.98	-0.7%	-0.8%	-6.2%	-1.1%	9.6%	14.7%	8.9%	12.8%	54.2%	39.6%	18.8%	51.7%	-6.6%	Aug '26
US Small Growth	361.11	-0.03%	-1.2%	-8.5%	-5.0%	12.6%	15.1%	12.9%	12.0%	58.5%	23.3%	22.7%	62.1%	-8.7%	Aug '26
US Small Value	215.86	-0.8%	-1.0%	-4.3%	1.4%	15.4%	25.3%	12.4%	20.4%	62.5%	48.9%	32.7%	67.9%	-4.7%	Aug '26

Foreign Large Blend	105.02	-0.4%	-0.6%	-3.2%	1.2%	8.4%	16.8%	31.6%	11.1%	61.7%	52.9%	35.3%	51.4%	-3.5%	Aug '26
Foreign Growth	119.46	-0.08%	-1.1%	-5.9%	-3.2%	5.1%	7.8%	20.7%	5.7%	40.3%	16.4%	18.3%	37.6%	-6.0%	Aug '26
Foreign Value	81.18	-0.6%	-0.3%	-0.6%	5.7%	11.9%	26.1%	42.2%	16.7%	84.5%	97.4%	53.4%	66.2%	-2.3%	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	23.00	0.04%	-0.2%	0.2%	2.3%	3.8%	2.4%	3.6%	3.0%	19.6%	30.3%	5.9%	9.7%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.64	0%	0.1%	0.5%	1.3%	2.8%	4.9%	5.2%	3.3%	19.5%	27.7%	7.9%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.63	-0.10%	0.2%	0.8%	2.4%	3.6%	4.7%	6.9%	2.4%	21.5%	30.7%	8.8%	12.6%	-0.1%	Sep '26
Interval CEF- Cliffwater	10.38	0%	0.1%	0.5%	1.7%	3.3%	6.7%	8.9%	4.2%	32.3%	57.2%	11.8%	11.6%	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	58.62	-0.6%	-1.0%	-3.2%	0.0%	11.7%	14.7%	17.7%	10.3%	79.6%	115.4%	24.3%	53.4%	-3.8%	Aug '26
Int’l Min Volatility- Franklin	42.41	-0.05%	0.8%	-0.1%	5.1%	7.8%	29.9%	27.1%	18.4%	80.9%	119.1%	44.1%	58.3%	-1.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.75	-0.08%	-0.9%	-9.6%	-9.4%	6.1%	7.0%	3.0%	6.1%	60.1%	107.0%	8.4%	38.1%	-13.2%	Jun '26
Small Value- Avantis	122.72	-1.0%	-0.9%	-4.0%	1.9%	14.8%	24.4%	7.4%	21.5%	63.0%	80.4%	29.3%	67.0%	-4.4%	Aug '26
Mid Value- Pacer Cash Cows	69.57	-1.3%	0.5%	0.1%	12.5%	11.2%	23.9%	9.0%	16.9%	46.7%	73.7%	22.5%	50.9%	-3.7%	Sep '26
Growth- S&P Momentum	143.66	-0.02%	-2.6%	-7.4%	-7.5%	22.9%	20.0%	26.6%	20.9%	148.8%	143.1%	41.0%	75.6%	-11.1%	Jun '26
Invesco S&P Quality	82.95	-0.5%	-1.0%	-5.4%	-5.8%	8.2%	15.2%	13.2%	11.2%	66.9%	78.6%	18.5%	42.1%	-7.9%	Jun '26
Rotation Factor- BlackRock	68.44	-0.5%	-1.1%	-2.5%	2.1%	14.5%	17.8%	20.0%	13.1%	93.6%	101.7%	29.4%	59.2%	-2.7%	Aug '26
US Min Volatility- Fidelity	71.36	-0.6%	0.1%	-1.3%	4.3%	8.3%	10.1%	11.8%	7.8%	48.5%	56.5%	15.3%	33.5%	-3.1%	Aug '26
Derivative Income- JPMorgan	55.93	-0.5%	-0.6%	-2.6%	1.9%	1.1%	6.5%	8.1%	3.1%	28.6%	40.9%	6.8%	23.1%	-3.2%	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	18.09	-0.11%	-0.3%	2.4%	4.5%	10.8%	13.3%	6.5%	14.4%	34.5%	46.9%	20.0%	25.4%	-0.3%	Sep '26
Multistrategy- AQR	15.51	-0.13%	0.5%	2.9%	5.3%	7.5%	14.6%	16.4%	10.7%	46.2%	84.7%	22.0%	27.2%	-0.1%	Sep '26
Long Short- AQR	22.37	0%	0.5%	0.2%	6.2%	9.2%	15.7%	34.4%	5.7%	92.9%	202.9%	32.0%	37.4%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.84	0.5%	1.3%	1.4%	3.2%	14.2%	21.7%	18.3%	16.9%	82.0%	94.8%	36.9%	30.7%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.77	0.04%	0.2%	0.5%	1.5%	3.0%	6.6%	7.2%	4.0%	20.4%	42.5%	10.4%	9.6%	NewNew Peak	Sep '26
Long Short- First Trust	75.98	-0.4%	-0.4%	-0.5%	2.4%	8.8%	11.2%	9.1%	7.4%	47.8%	63.4%	13.4%	28.1%	-1.4%	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)	342.87	-0.6%	3.1%	-0.3%	-5.7%	10.4%	37.8%	66.0%	9.8%	151.9%	145.8%	86.2%	138.1%	-14.7%	May '26
Meta (Communications)	673.31	0.5%	4.5%	18.3%	18.6%	8.2%	-12.9%	13.1%	2.2%	126.2%	86.2%	-3.9%	32.4%	-14.5%	Aug '25
Amazon (Cyclical)	245.96	-1.0%	-2.4%	-5.9%	3.6%	14.3%	6.2%	5.2%	6.6%	75.2%	42.1%	8.5%	44.1%	-13.4%	Aug '26
Tesla (Cyclical)	358.08	0.4%	-1.5%	5.5%	-9.7%	-10.3%	-15.9%	11.4%	-20.4%	30.5%	41.4%	-0.7%	61.4%	-26.9%	Dec '25
Procter & Gamble (Defensive)	147.02	0.2%	2.8%	2.7%	-1.6%	-1.5%	-5.6%	-12.3%	4.9%	3.7%	15.8%	-7.9%	-3.2%	-13.0%	Mar '25
PepsiCo (Defensive)	134.34	-0.9%	-1.7%	-1.8%	-4.1%	-12.3%	-1.0%	-1.8%	-3.5%	-16.8%	2.5%	-1.3%	1.7%	-18.8%	Feb '26
Coca-Cola (Defensive)	87.87	-0.9%	0.6%	1.6%	10.6%	14.7%	34.6%	15.6%	28.1%	65.3%	86.8%	31.6%	33.8%	-3.9%	Aug '26
Exxon Mobil (Energy)	163.32	-3.5%	-1.2%	1.2%	16.8%	4.2%	45.8%	16.0%	38.4%	54.4%	252.8%	55.2%	69.9%	-3.5%	Sep '26
Chevron (Energy)	211.54	-2.9%	-0.6%	5.3%	20.2%	8.8%	37.3%	10.1%	42.7%	44.0%	167.1%	43.1%	64.3%	-2.9%	Sep '26
JPMorgan Chase (Financial)	348.92	-1.0%	-1.3%	-3.3%	5.1%	22.8%	14.1%	37.3%	9.8%	150.5%	150.8%	28.7%	64.8%	-4.5%	Aug '26
Visa (Financial)	370.93	-1.2%	1.0%	3.4%	12.5%	20.7%	8.0%	11.8%	6.4%	57.4%	73.7%	5.6%	21.7%	-3.4%	Aug '26
Mastercard (Financial)	567.75	-1.0%	0.4%	1.0%	15.4%	12.5%	-4.6%	9.0%	-0.1%	39.5%	70.5%	0.8%	19.4%	-5.4%	Aug '26
Bank of America (Financial)	57.90	-2.7%	-7.4%	-8.9%	2.9%	23.7%	15.0%	28.0%	7.0%	115.7%	61.6%	30.8%	70.7%	-10.2%	Aug '26
UnitedHealth (Health)	375.26	-0.2%	-2.8%	-4.6%	-5.5%	32.0%	12.8%	-33.1%	15.9%	-17.9%	-2.2%	-23.3%	-29.4%	-34.9%	Apr '25
Johnson & Johnson (Health)	267.28	0.03%	0.3%	2.4%	14.7%	13.5%	54.2%	47.5%	31.2%	80.3%	86.5%	75.9%	85.1%	-4.0%	Sep '26
Eli Lilly (Health)	1137.82	0.2%	1.3%	-3.8%	2.5%	22.7%	50.6%	40.2%	6.4%	101.8%	417.5%	32.6%	58.3%	-11.1%	Aug '26
Union Pacific (Industrials)	280.92	-1.1%	-1.7%	-5.9%	9.4%	17.1%	32.1%	3.9%	23.3%	40.7%	56.1%	18.2%	39.4%	-9.1%	Aug '26
Honeywell (Industrials)	207.66	2.1%	2.7%	-9.5%	-13.1%	-13.7%	1.2%	-6.4%	2.9%	15.8%	6.6%	3.2%	18.3%	-19.5%	Mar '26
Nvidia (IT)	213.90	0.8%	-2.0%	-4.8%	4.6%	17.8%	25.9%	38.9%	15.0%	388.7%	881.0%	54.0%	122.7%	-9.1%	May '26
Broadcom (IT)	339.51	0.07%	-5.9%	-13.5%	-13.5%	6.1%	-1.2%	50.6%	-1.5%	313.3%	637.0%	50.3%	119.7%	-29.4%	Jun '26
Adobe (IT)	250.50	-2.8%	0.7%	-1.4%	27.6%	-1.5%	-30.8%	-21.3%	-28.4%	-52.6%	-61.7%	-45.2%	-26.3%	-46.0%	Feb '25
Oracle (IT)	143.16	2.0%	-6.4%	-2.4%	-21.7%	-6.8%	-52.0%	18.1%	-25.8%	30.2%	77.3%	-19.8%	17.0%	-55.9%	Sep '25
salesforce.com (IT)	250.54	-2.0%	3.1%	31.2%	61.6%	28.9%	4.1%	-20.2%	-4.9%	18.8%	-2.2%	-21.9%	3.9%	-29.6%	Jan '25
Linde PLC (Materials)	462.09	-0.2%	0.1%	-2.3%	-10.1%	-5.9%	-2.4%	3.2%	9.4%	23.8%	59.8%	2.3%	14.0%	-15.2%	Jul '26
Sherwin-Williams (Materials)	321.46	-0.5%	1.3%	-7.9%	2.7%	0.7%	-7.3%	-3.8%	-0.1%	26.2%	14.5%	-7.2%	4.0%	-13.5%	Sep '25
American Tower (Real Estate)	176.39	-0.7%	2.0%	2.4%	-2.6%	-2.8%	-7.1%	-0.9%	2.4%	8.8%	-29.8%	-1.3%	-9.0%	-21.2%	Jul '25
Prologis Inc. (Real Estate)	133.74	-0.8%	0.3%	-4.1%	-4.4%	1.9%	21.1%	25.1%	7.2%	19.6%	19.1%	16.5%	56.5%	-10.2%	Jul '26
NextEra Energy (Utilities)	80.37	-0.9%	-2.5%	-6.1%	-5.5%	-11.8%	17.6%	15.5%	2.3%	28.0%	12.6%	22.6%	31.0%	-16.7%	Apr '26
Duke Energy (Utilities)	117.76	-0.01%	-1.3%	-4.7%	-4.0%	-9.9%	0.7%	12.7%	3.1%	38.5%	43.3%	11.0%	7.0%	-10.2%	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	15.76	-0.06%	-0.3%	-1.5%	-1.3%	1.0%	2.9%	9.4%	1.5%	22.8%	9.4%	9.3%	12.2%	-1.9%	Aug '26
Moderate-60% Stock	68.63	-0.2%	-0.5%	-2.1%	0.0%	6.3%	10.0%	16.4%	6.9%	46.6%	37.2%	20.3%	33.1%	-2.5%	Aug '26
Mod Agg-80% Stock	55.20	-0.3%	-0.7%	-2.5%	0.4%	8.8%	13.5%	19.6%	9.6%	58.8%	49.7%	25.7%	44.1%	-2.9%	Aug '26
Aggressive-90% Stock	34.24	-0.3%	-0.8%	-2.9%	0.4%	11.7%	18.0%	20.9%	13.1%	64.9%	53.1%	30.2%	53.5%	-3.0%	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	76391.84	0.3%	-0.2%	18.4%	18.6%	3.3%	-34.4%	-6.3%	-12.7%	187.1%	61.6%	-20.9%	0.2%	-38.8%	Oct '25
Ethereum	2434.63	0.8%	-0.1%	27.3%	39.3%	5.0%	-47.0%	-11.0%	-17.9%	48.3%	-28.4%	-10.4%	65.3%	-49.6%	Aug '25
BNB	724.89	-0.06%	2.2%	19.8%	20.6%	8.4%	-26.8%	23.1%	-16.0%	238.5%	78.3%	10.9%	31.0%	-44.7%	Oct '25
Solana	99.82	1.2%	1.1%	31.4%	38.8%	5.4%	-59.2%	-34.2%	-19.8%	420.7%	-32.4%	-40.9%	-5.4%	-61.9%	Jan '25
Bitcoin ETF	43.04	-0.2%	-1.5%	18.2%	18.4%	1.8%	-34.5%	-6.4%	-13.3%	-	-	-21.2%	-1.3%	-39.6%	Oct '25
Grayscale Bitcoin (hi fee)	58.75	-0.2%	-1.5%	18.1%	17.9%	1.2%	-35.3%	-7.6%	-14.1%	237.7%	72.5%	-22.8%	-3.1%	-40.3%	Oct '25
Bloomberg Commodities	26.56	-0.8%	-0.9%	6.5%	15.6%	10.8%	44.7%	14.9%	36.0%	53.3%	75.6%	42.7%	57.9%	-0.9%	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	5.35	-0.3%	-0.2%	0.8%	8.6%	10.2%	14.4%	1.1%	10.5%	21.3%	180.2%	12.3%	13.4%	-0.3%	Sep '26
10yr Treasury rate	5.01	0.2%	1.3%	6.0%	12.2%	19.1%	22.8%	-9.0%	20.2%	15.8%	265.4%	10.4%	17.5%	NewNew Peak	Sep '26
5yr Treasury rate	4.86	0.7%	2.7%	11.0%	14.9%	28.3%	33.2%	-15.0%	30.5%	9.1%	461.1%	11.2%	24.1%	NewNew Peak	Sep '26
13-week T-bill	3.97	0.3%	3.3%	7.2%	8.9%	10.1%	2.6%	-15.7%	11.9%	-25.1%	14078.6%	-5.9%	-5.0%	-7.4%	May '25
Crude Oil	102.07	-0.4%	-0.4%	20.8%	32.9%	6.1%	59.4%	-19.9%	77.8%	12.4%	41.8%	41.3%	71.3%	-9.6%	Apr '26
Gold	4330.20	-1.3%	-1.7%	-3.2%	-1.2%	-13.5%	16.5%	64.4%	-0.3%	122.5%	147.2%	47.5%	44.8%	-18.6%	Jan '26
USD/EUR	0.87	0.08%	1.3%	1.0%	0.4%	0.3%	3.2%	-11.4%	2.5%	-	-	-8.8%	-4.2%	-10.6%	Jan '25
USD/JPY	156.12	0.01%	1.1%	-2.0%	-2.8%	-1.9%	6.3%	-0.4%	-0.2%	-	-	2.8%	7.0%	-4.7%	Jul '26
S&P 500 Volatility Index	17.71	3.0%	-0.7%	16.6%	-4.0%	-20.8%	12.7%	-13.8%	18.5%	28.4%	-14.9%	16.0%	-66.2%	-66.2%	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	50.05	-0.02%	-0.2%	-0.5%	0.3%	0.8%	2.7%	6.1%	1.5%	18.0%	18.7%	6.8%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	48.50	-0.06%	0.1%	-2.3%	-2.8%	-2.3%	-0.6%	4.3%	-1.6%	9.5%	2.5%	2.0%	4.4%	-3.5%	Jul '26
Interm Bond- Janus MSB	43.34	-0.09%	-0.4%	-1.9%	-2.4%	-2.7%	-0.5%	8.8%	-1.8%	14.3%	0.9%	5.8%	4.7%	-3.9%	Feb '26
Interm Bond- Vanguard	73.88	-0.07%	-0.4%	-1.7%	-2.1%	-2.7%	-1.7%	8.5%	-2.4%	13.5%	-2.2%	5.0%	3.5%	-4.1%	Feb '26
Multisector Bond- Intrepid	8.85	0.11%	0.1%	-0.2%	0.6%	3.0%	4.4%	8.2%	2.9%	27.8%	33.8%	9.5%	12.4%	-0.3%	Aug '26
Int’l Bond- JPMorgan	46.98	0.02%	-0.4%	-1.6%	-1.7%	-0.3%	0.2%	8.2%	-0.6%	17.3%	12.3%	5.6%	6.3%	-2.5%	Feb '26
Long Bond- Vanguard	70.93	0.4%	0.4%	0.0%	-4.3%	-2.6%	-4.3%	7.2%	-3.0%	12.2%	-16.9%	2.8%	6.3%	-5.8%	Oct '25
Long CA Muni- PIMCO	9.03	0%	-0.2%	-2.9%	-3.7%	-2.7%	-0.6%	4.4%	-1.9%	11.5%	2.4%	1.9%	4.7%	-4.3%	Jul '26
Long Muni- iShares	55.11	-0.05%	0.0%	-2.5%	-3.1%	-2.7%	-0.6%	3.4%	-2.2%	7.7%	-0.2%	1.6%	5.4%	-4.0%	Feb '26

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