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S&P 500

Return

79.2%

[

20.3%

annualized]

Dec 30 2022 - Feb 27 2026

-1.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.8%

[

13.2%

annualized]

Dec 30 2022 - Feb 27 2026

-2.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

49.5%

[

13.6%

annualized]

Dec 30 2022 - Feb 27 2026

-3.2%

Below
Peak
Jan '26

Performance Range:

As of Feb 27 11:50 PM EDT, next update at 12:00 AM

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	6878.88	-0.4%	-0.4%	-1.4%	0.4%	5.8%	15.5%	16.4%	0.5%	73.3%	80.5%	43.4%	92.3%	-1.4%	Jan '26
DJIA (Large Value)	48977.92	-1.1%	-1.3%	-0.1%	2.6%	7.3%	11.7%	13.0%	1.9%	50.0%	58.3%	33.9%	67.7%	-2.4%	Feb '26
Russell 2000 (Small Cap)	2632.36	-1.7%	-1.2%	-0.8%	5.3%	10.7%	21.7%	11.3%	6.1%	38.8%	19.6%	15.8%	56.0%	-3.2%	Jan '26
NASDAQ Comp (Tech/Growth)	22668.21	-0.9%	-1.0%	-5.0%	-3.0%	4.4%	20.3%	20.4%	-2.5%	97.9%	71.8%	43.2%	117.6%	-5.4%	Oct '25
Aggregate Bond	101.40	0.2%	0.5%	1.6%	1.6%	3.8%	6.2%	7.2%	1.9%	16.2%	2.1%	2.3%	19.5%	New Peak	Feb '26
Corp Bond	111.68	-0.04%	0.1%	1.3%	1.0%	3.6%	6.6%	7.9%	1.7%	20.2%	1.7%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.72	-0.2%	-0.3%	0.1%	1.1%	2.6%	6.8%	8.6%	0.6%	29.4%	22.2%	17.2%	37.1%	-0.3%	Feb '26
Preferred	31.41	-0.7%	-0.9%	-0.7%	2.9%	2.3%	5.0%	4.9%	2.0%	16.3%	12.7%	3.3%	26.8%	-1.3%	Feb '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	53.41	0.8%	0.8%	6.9%	20.1%	17.1%	22.7%	9.9%	17.8%	38.4%	60.4%	29.5%	66.3%	-0.4%	Feb '26
Consumer Discretionary/Cyclical	116.86	-0.2%	-0.5%	-4.0%	-1.0%	0.2%	9.1%	7.4%	-2.1%	64.7%	51.0%	15.0%	72.9%	-6.2%	Jan '26
Financial Services	51.43	-2.0%	-2.0%	-2.9%	-3.2%	-3.8%	-0.1%	14.9%	-6.1%	51.1%	73.5%	39.3%	79.2%	-8.8%	Jan '26
Real Estate	95.69	0.2%	0.9%	7.0%	5.7%	6.3%	5.9%	3.3%	8.1%	25.9%	31.1%	-2.7%	42.7%	New Peak	Feb '26
Communication Services	118.05	1.1%	1.1%	1.1%	2.6%	6.5%	17.1%	23.1%	0.3%	127.9%	73.2%	57.3%	156.6%	-1.7%	Jan '26
Energy	55.92	1.6%	1.9%	11.7%	24.7%	26.5%	27.0%	7.9%	25.1%	47.9%	180.3%	125.3%	56.0%	New Peak	Feb '26
Industrials	177.14	0.2%	-0.1%	7.9%	15.6%	16.3%	31.7%	19.3%	14.2%	83.7%	111.0%	79.8%	119.8%	-0.1%	Feb '26
Technology	138.76	-1.6%	-1.5%	-7.0%	-2.9%	4.4%	23.8%	24.6%	-3.6%	107.7%	120.8%	63.1%	144.0%	-8.6%	Oct '25
Consumer Staples/Defensive	90.01	1.3%	2.4%	9.3%	14.3%	13.8%	11.3%	1.5%	15.9%	35.5%	62.1%	29.8%	45.3%	New Peak	Feb '26
Healthcare	160.20	1.8%	2.2%	3.8%	2.0%	18.5%	9.5%	14.5%	3.5%	32.4%	54.0%	22.6%	38.7%	New Peak	Feb '26
Utilities	47.73	1.2%	3.0%	10.2%	6.1%	14.4%	23.9%	16.0%	11.8%	61.0%	90.4%	52.0%	71.5%	New Peak	Feb '26

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	147.38	-0.4%	-0.2%	0.4%	5.1%	10.8%	24.0%	22.4%	4.2%	76.2%	74.0%	48.7%	102.1%	-0.9%	Feb '26
MSCI Emerging Markets	62.58	-0.2%	0.4%	3.0%	16.9%	26.7%	48.3%	34.0%	14.4%	76.3%	31.0%	40.3%	97.6%	-1.2%	Feb '26
FTSE Europe	90.17	-0.3%	0.2%	2.6%	11.6%	15.7%	32.5%	35.8%	7.8%	66.6%	73.3%	49.3%	118.8%	-0.4%	Feb '26
MSCI Japan	92.37	-0.12%	1.0%	8.4%	15.5%	20.9%	41.1%	25.9%	14.4%	80.5%	52.9%	52.5%	107.7%	-1.7%	Feb '26
MSCI India	52.27	-0.6%	-2.2%	1.5%	-4.5%	-0.5%	8.7%	2.7%	-3.3%	36.0%	37.1%	13.3%	30.1%	-11.1%	Sep '24
MSCI China	59.06	-0.3%	-3.2%	-7.6%	-3.9%	-1.1%	12.7%	31.0%	-1.7%	33.6%	-24.1%	4.3%	59.7%	-10.8%	Oct '25
International Bond	49.20	0.2%	0.4%	1.7%	1.5%	2.9%	3.8%	2.9%	2.1%	17.3%	3.2%	3.5%	19.8%	New Peak	Feb '26
iShares Latin America	36.48	-0.9%	-1.6%	-0.3%	20.0%	37.7%	70.7%	52.7%	19.8%	80.4%	97.3%	107.5%	86.2%	-2.3%	Feb '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	631.04	-0.5%	-0.5%	-1.3%	0.7%	6.4%	16.9%	17.8%	0.6%	80.6%	93.9%	52.2%	101.7%	-1.4%	Jan '26
US Large Growth	450.19	-0.9%	-0.8%	-4.9%	-5.4%	0.0%	14.5%	18.3%	-4.9%	99.7%	94.2%	50.0%	120.4%	-8.4%	Oct '25
US Large Value	225.52	0.06%	0.1%	2.8%	7.9%	12.9%	18.1%	15.7%	7.2%	55.5%	73.1%	45.0%	75.9%	New Peak	Feb '26

US MidCap Blend	306.20	-0.3%	0.6%	2.3%	5.2%	6.0%	15.0%	11.6%	5.5%	50.0%	52.3%	28.8%	71.7%	-0.3%	Feb '26
US MidCap Growth	278.47	-0.6%	0.9%	-1.6%	-1.5%	-4.0%	7.8%	10.7%	-0.2%	48.1%	32.5%	14.0%	68.3%	-6.4%	Oct '25
US MidCap Value	194.33	-0.08%	0.5%	4.9%	10.0%	13.6%	19.7%	12.1%	9.6%	48.8%	70.0%	41.5%	71.1%	-0.1%	Feb '26

US Small Blend	277.11	-1.0%	-0.7%	1.4%	7.5%	10.0%	18.3%	8.9%	7.4%	46.7%	41.3%	29.4%	67.9%	-1.0%	Feb '26
US Small Growth	335.25	-1.6%	-0.5%	-2.7%	2.4%	8.4%	21.8%	12.9%	3.8%	47.1%	11.8%	16.4%	65.2%	-5.2%	Jan '26
US Small Value	197.55	-1.6%	-1.7%	1.5%	9.0%	14.7%	24.9%	12.4%	9.0%	41.0%	43.3%	27.3%	60.3%	-1.7%	Feb '26

Foreign Large Blend	105.38	-0.2%	0.5%	4.3%	12.7%	16.6%	33.8%	31.6%	9.7%	67.5%	66.5%	50.6%	109.3%	-0.3%	Feb '26
Foreign Growth	123.01	-0.2%	0.2%	2.2%	9.6%	11.6%	22.7%	20.7%	8.0%	47.8%	34.8%	19.4%	80.9%	-0.3%	Feb '26
Foreign Value	79.76	-0.09%	0.8%	6.3%	16.1%	21.4%	45.5%	42.2%	11.7%	88.1%	101.0%	87.1%	140.0%	-0.2%	Feb '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	22.77	-0.7%	-1.4%	-2.5%	-2.5%	-2.5%	0.5%	3.6%	-2.3%	21.2%	24.3%	22.4%	28.0%	-3.1%	Jan '26
Ultra Short- Janus AAA CLO	50.38	-0.6%	-0.7%	-0.5%	0.5%	1.8%	4.3%	5.2%	0.0%	20.5%	24.2%	23.3%	25.5%	-0.7%	Feb '26
Bank Loan- Invesco	20.21	-0.6%	-2.1%	-2.8%	-2.4%	-0.6%	2.8%	6.9%	-3.3%	21.9%	25.3%	22.8%	28.9%	-3.5%	Jan '26
Interval CEF- Cliffwater	10.51	0.10%	0.0%	0.3%	1.4%	3.6%	7.8%	8.9%	0.7%	36.6%	60.5%	48.2%	41.5%	New Peak	Feb '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	54.39	-0.6%	-1.0%	-1.1%	2.8%	6.8%	19.0%	17.7%	1.9%	83.8%	120.4%	90.1%	109.9%	-1.4%	Feb '26
Int’l Min Volatility- Franklin	41.58	0.3%	1.5%	9.3%	15.1%	23.6%	36.6%	27.1%	12.9%	85.8%	134.7%	101.4%	116.2%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.74	-0.6%	-0.7%	0.3%	6.2%	7.3%	13.7%	3.0%	6.1%	75.3%	115.7%	98.0%	103.5%	-2.8%	Feb '26
Small Value- Avantis	112.98	-1.4%	-2.2%	4.3%	12.1%	13.9%	23.7%	7.4%	10.8%	47.2%	81.5%	49.9%	72.1%	-2.2%	Feb '26
Mid Value- Pacer Cash Cows	64.94	0.7%	1.0%	4.5%	9.7%	13.8%	16.0%	9.0%	7.9%	44.9%	98.6%	49.1%	61.3%	New Peak	Feb '26
Growth- S&P Momentum	119.47	-0.4%	-0.4%	0.2%	-0.3%	1.8%	20.6%	26.6%	0.1%	128.6%	141.6%	94.5%	139.0%	-3.6%	Oct '25
Invesco S&P Quality	80.94	0.4%	0.7%	4.1%	8.6%	12.1%	16.5%	13.2%	7.8%	86.2%	103.4%	60.4%	111.5%	New Peak	Feb '26
Rotation Factor- BlackRock	61.04	-0.6%	-0.7%	-1.2%	0.6%	6.5%	18.4%	20.0%	0.4%	102.3%	105.9%	69.7%	129.9%	-1.5%	Feb '26
US Min Volatility- Fidelity	68.44	0.5%	0.4%	0.6%	1.2%	6.3%	10.9%	11.8%	2.5%	56.1%	74.7%	39.5%	70.1%	-0.3%	Feb '26
Derivative Income- JPMorgan	59.88	0.5%	0.7%	3.1%	5.5%	8.8%	9.6%	8.1%	5.2%	41.3%	66.4%	36.3%	55.6%	New Peak	Feb '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	16.03	0.3%	0.6%	0.8%	2.6%	-0.1%	6.4%	6.5%	1.4%	24.8%	36.1%	31.3%	30.8%	-0.3%	Feb '26
Multistrategy- AQR	14.60	0.07%	0.6%	1.9%	5.3%	10.0%	14.5%	16.4%	4.2%	44.0%	83.1%	71.2%	53.0%	New Peak	Feb '26
Long Short- AQR	21.04	-0.05%	0.4%	1.0%	4.0%	10.9%	23.5%	34.4%	-0.6%	103.4%	216.4%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	14.97	0.6%	2.3%	2.0%	6.6%	9.6%	19.1%	18.3%	2.7%	66.6%	70.2%	73.6%	74.2%	New Peak	Feb '26
Multi Strategy- Variant	26.48	0.04%	0.2%	0.8%	1.2%	3.5%	6.7%	7.2%	0.6%	22.0%	47.7%	34.6%	26.2%	New Peak	Feb '26
Long Short- First Trust	71.25	-0.3%	0.1%	-0.8%	-0.1%	5.6%	8.5%	9.1%	0.4%	50.8%	64.5%	44.1%	59.4%	-1.2%	Feb '26

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)	311.76	1.4%	-1.0%	-7.2%	-2.6%	47.5%	83.8%	66.0%	-0.4%	248.8%	210.7%	116.6%	222.0%	-9.3%	Feb '26
Meta (Communications)	648.18	-1.3%	-1.1%	-3.1%	0.1%	-13.6%	-2.7%	13.1%	-1.8%	273.1%	153.4%	92.8%	411.9%	-17.8%	Aug '25
Amazon (Cyclical)	210.00	1.0%	-0.1%	-13.6%	-10.0%	-9.3%	-1.1%	5.2%	-9.0%	122.9%	35.8%	23.2%	86.0%	-17.3%	Nov '25
Tesla (Cyclical)	402.51	-1.5%	-2.3%	-6.7%	-6.4%	16.3%	37.4%	11.4%	-10.5%	95.7%	78.8%	0.6%	85.3%	-17.8%	Dec '25
Procter & Gamble (Defensive)	167.20	2.1%	4.0%	13.5%	13.7%	8.9%	-1.2%	-12.3%	17.5%	31.2%	53.6%	14.3%	47.0%	-3.8%	Dec '24
PepsiCo (Defensive)	169.74	1.3%	2.9%	14.3%	15.2%	17.8%	15.0%	-1.8%	18.3%	8.0%	53.3%	11.2%	11.3%	-5.1%	May '23
Coca-Cola (Defensive)	81.56	1.3%	2.2%	11.6%	12.3%	21.1%	17.9%	15.6%	16.7%	50.0%	93.5%	55.0%	63.0%	New Peak	Feb '26
Exxon Mobil (Energy)	152.50	2.7%	3.5%	11.6%	32.4%	36.6%	41.7%	16.0%	27.6%	53.7%	239.7%	178.5%	74.3%	-1.3%	Feb '26
Chevron (Energy)	186.76	1.4%	1.5%	11.0%	24.8%	19.7%	23.0%	10.1%	23.7%	31.9%	130.0%	85.8%	36.7%	New Peak	Feb '26
JPMorgan Chase (Financial)	300.30	-1.9%	-3.4%	-0.2%	-3.6%	0.7%	15.8%	37.3%	-6.4%	124.9%	131.7%	107.2%	213.5%	-10.3%	Jan '26
Visa (Financial)	320.14	1.1%	-0.3%	-1.9%	-4.1%	-8.1%	-11.1%	11.8%	-8.5%	48.9%	56.4%	49.3%	84.5%	-13.7%	Jun '25
Mastercard (Financial)	517.21	0.5%	-1.7%	-0.8%	-5.9%	-12.2%	-9.7%	9.0%	-9.3%	48.1%	50.4%	42.9%	86.0%	-13.4%	Aug '25
Bank of America (Financial)	49.83	-4.7%	-6.1%	-3.8%	-6.6%	-0.2%	10.6%	28.0%	-9.4%	57.2%	62.0%	19.5%	81.6%	-13.0%	Jan '26
UnitedHealth (Health)	293.27	2.3%	1.1%	-0.3%	-10.5%	-1.7%	-36.7%	-33.1%	-11.2%	-34.9%	-4.2%	-37.5%	-37.8%	-51.8%	Nov '24
Johnson & Johnson (Health)	248.43	2.0%	2.4%	9.1%	20.1%	42.5%	53.9%	47.5%	20.0%	76.3%	79.6%	62.8%	68.4%	New Peak	Feb '26
Eli Lilly (Health)	1051.99	2.9%	4.2%	2.9%	-2.0%	44.2%	15.1%	40.2%	-1.9%	245.6%	439.7%	302.5%	233.4%	-5.1%	Nov '25
Union Pacific (Industrials)	264.98	0.3%	-0.4%	16.4%	15.0%	20.6%	9.4%	3.9%	14.6%	36.2%	43.2%	17.4%	48.9%	-0.4%	Feb '26
Honeywell (Industrials)	243.59	1.6%	-0.2%	12.4%	26.7%	17.5%	23.4%	-6.4%	24.9%	43.2%	40.8%	36.1%	60.3%	-0.2%	Feb '26
Nvidia (IT)	177.19	-4.2%	-6.7%	-7.5%	0.1%	-1.6%	41.9%	38.9%	-5.0%	664.0%	1195.6%	489.4%	1442.7%	-14.4%	Oct '25
Broadcom (IT)	319.55	-0.7%	-3.9%	-4.1%	-20.5%	3.9%	61.7%	50.6%	-7.7%	462.4%	656.0%	420.1%	682.7%	-22.5%	Dec '25
Adobe (IT)	262.41	1.3%	1.5%	-12.4%	-18.0%	-25.9%	-40.2%	-21.3%	-25.0%	-19.0%	-42.9%	-53.5%	-8.3%	-58.7%	Feb '24
Oracle (IT)	145.40	-3.3%	-1.8%	-15.9%	-27.8%	-39.2%	-11.6%	18.1%	-25.2%	72.5%	141.4%	75.1%	137.2%	-55.5%	Sep '25
salesforce.com (IT)	194.79	-2.3%	5.2%	-14.6%	-15.4%	-23.2%	-34.2%	-20.2%	-26.5%	20.5%	-8.9%	-22.8%	38.6%	-46.6%	Dec '24
Linde PLC (Materials)	508.08	1.9%	2.3%	12.5%	24.3%	6.1%	10.2%	3.2%	19.2%	51.7%	122.9%	58.4%	95.2%	New Peak	Feb '26
Sherwin-Williams (Materials)	362.59	0.6%	0.5%	3.7%	5.5%	-0.7%	1.0%	-3.8%	11.9%	67.9%	66.8%	10.9%	85.3%	-8.5%	Nov '24
American Tower (Real Estate)	191.86	3.7%	2.4%	8.1%	6.9%	-3.5%	-3.4%	-0.9%	9.3%	7.2%	2.8%	-23.9%	16.4%	-16.9%	Sep '24
Prologis Inc. (Real Estate)	142.57	-0.06%	0.7%	12.1%	11.8%	28.7%	19.1%	25.1%	11.7%	27.0%	65.5%	-2.5%	57.1%	-0.1%	Feb '26
NextEra Energy (Utilities)	93.77	2.6%	1.7%	7.1%	8.7%	31.0%	36.7%	15.5%	16.8%	43.1%	44.3%	14.0%	41.4%	-1.3%	Feb '26
Duke Energy (Utilities)	130.85	1.3%	3.2%	9.8%	6.5%	8.8%	15.3%	12.7%	12.6%	56.0%	85.6%	49.2%	74.6%	New Peak	Feb '26

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	16.16	0%	0.4%	1.4%	2.5%	5.2%	9.6%	9.4%	2.5%	26.7%	14.3%	11.0%	33.0%	New Peak	Feb '26
Moderate-60% Stock	67.36	-0.2%	0.1%	1.1%	4.0%	8.4%	17.6%	16.4%	3.6%	49.8%	43.7%	30.2%	65.2%	-0.4%	Feb '26
Mod Agg-80% Stock	53.04	-0.2%	0.2%	1.0%	5.4%	10.2%	21.9%	19.6%	4.6%	62.2%	56.6%	38.9%	82.4%	-0.4%	Feb '26
Aggressive-90% Stock	31.90	-0.3%	-0.1%	0.9%	6.6%	12.0%	24.4%	20.9%	5.4%	64.2%	59.6%	38.6%	85.1%	-0.7%	Feb '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	65634.18	-2.7%	-3.5%	-26.4%	-27.8%	-41.7%	-22.2%	-6.3%	-25.0%	183.5%	41.6%	41.3%	242.6%	-47.4%	Oct '25
Ethereum	1926.43	-5.0%	-2.2%	-35.9%	-36.5%	-57.3%	-13.9%	-11.0%	-35.1%	20.0%	33.2%	-48.8%	48.8%	-60.1%	Aug '25
BNB	612.41	-2.2%	-2.1%	-32.1%	-31.0%	-30.0%	4.2%	23.1%	-29.1%	103.1%	176.3%	19.6%	126.0%	-53.3%	Oct '25
Solana	81.71	-4.9%	-3.5%	-34.7%	-40.5%	-61.9%	-44.8%	-34.2%	-34.4%	272.8%	501.3%	-52.0%	162.2%	-68.8%	Jan '25
Bitcoin ETF	37.19	-2.8%	-3.2%	-26.4%	-27.9%	-41.5%	-22.4%	-6.4%	-25.1%	-	-	-	-	-47.8%	Oct '25
Grayscale Bitcoin (hi fee)	51.13	-2.8%	-3.2%	-26.4%	-28.0%	-41.9%	-23.2%	-7.6%	-25.2%	390.5%	31.0%	65.2%	404.9%	-48.1%	Oct '25
Bloomberg Commodities	21.81	1.2%	1.6%	-1.1%	11.1%	21.5%	22.6%	14.9%	11.7%	31.1%	64.8%	41.8%	23.0%	-2.3%	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	4.63	-0.8%	-1.9%	-4.7%	-0.7%	-4.9%	2.6%	1.1%	-4.3%	17.9%	112.3%	129.8%	19.3%	-9.2%	Oct '23
10yr Treasury rate	3.96	-1.4%	-3.0%	-6.8%	-1.4%	-5.8%	-6.4%	-9.0%	-4.8%	1.2%	171.4%	143.4%	1.5%	-20.6%	Oct '23
5yr Treasury rate	3.51	-2.0%	-3.8%	-8.6%	-2.4%	-5.0%	-12.8%	-15.0%	-5.6%	-15.7%	352.6%	157.3%	-14.6%	-29.2%	Oct '23
13-week T-bill	3.58	-0.3%	-0.5%	-0.1%	-3.2%	-12.1%	-14.7%	-15.7%	0.9%	-24.0%	10122.9%	6650.9%	1.3%	-33.1%	Oct '23
Crude Oil	67.29	3.2%	1.4%	6.5%	14.9%	4.2%	-3.5%	-19.9%	17.2%	-12.7%	9.4%	-11.6%	-22.9%	-28.2%	Sep '23
Gold	5296.40	2.3%	4.7%	-0.1%	25.6%	54.3%	86.7%	64.5%	22.4%	189.6%	206.5%	194.3%	217.1%	-0.4%	Jan '26
EUR/USD	1.18	-0.10%	0.3%	-1.8%	1.8%	1.0%	13.5%	12.9%	0.5%	11.2%	-2.9%	3.8%	21.6%	-1.8%	Jan '26
USD/JPY	155.86	-0.2%	0.5%	2.2%	-0.3%	6.2%	3.9%	-0.4%	-0.4%	14.3%	46.5%	35.4%	6.2%	-3.6%	Jul '24
S&P 500 Volatility Index	19.86	6.6%	4.0%	21.5%	21.5%	37.6%	1.2%	-13.8%	32.8%	-4.1%	-28.9%	19.6%	-40.8%	-62.0%	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	51.10	0.1%	0.2%	0.7%	1.4%	2.6%	5.6%	6.1%	0.9%	20.5%	19.3%	18.3%	23.6%	New Peak	Feb '26
Interm Muni- JPMorgan	51.30	0.04%	0.3%	1.3%	1.9%	5.4%	4.7%	4.3%	1.9%	14.2%	9.1%	6.3%	18.0%	New Peak	Feb '26
Interm Bond- Janus MSB	46.29	-0.2%	0.1%	1.2%	2.0%	4.7%	7.3%	8.8%	1.8%	18.0%	5.2%	5.4%	22.5%	-0.2%	Feb '26
Interm Bond- Vanguard	79.03	0.3%	0.6%	1.9%	1.4%	3.6%	7.5%	8.5%	1.8%	18.7%	3.5%	4.0%	22.1%	New Peak	Feb '26
Multisector Bond- Intrepid	8.93	-0.7%	-0.8%	-1.1%	0.1%	1.6%	5.6%	8.2%	-0.4%	29.1%	35.9%	27.7%	34.3%	-1.3%	Jan '26
Int’l Bond- JPMorgan	49.39	-0.06%	0.1%	0.9%	1.9%	3.6%	7.5%	8.2%	1.8%	21.4%	17.2%	15.8%	30.1%	-0.1%	Feb '26
Long Bond- Vanguard	77.27	-0.04%	0.0%	1.5%	0.8%	4.4%	5.6%	7.2%	2.3%	17.9%	-6.8%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.57	0.10%	0.4%	1.4%	1.6%	5.6%	3.2%	3.3%	1.6%	13.5%	5.0%	1.8%	17.0%	New Peak	Feb '26
Long Muni- iShares	58.41	0.07%	0.3%	1.3%	2.1%	6.2%	4.7%	3.4%	1.9%	12.9%	6.1%	3.9%	16.0%	New Peak	Feb '26

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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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