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S&P 500

Return

95.1%

[

20.5%

annualized]

Dec 30 2022 - Jul 31 2026

DJIA (Large Value)

Return

58.3%

[

13.7%

annualized]

Dec 30 2022 - Jul 31 2026

Russell 2000 (Small Cap)

Return

66.4%

[

15.3%

annualized]

Dec 30 2022 - Jul 31 2026

Performance Range:

As of Jul 31 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	7489.72	0.7%	1.0%	0.1%	3.6%	7.9%	20.1%	16.4%	9.4%	63.6%	70.4%	56.1%	109.4%	-1.6%	Jun '26
DJIA (Large Value)	52485.03	0.5%	1.0%	0.3%	6.0%	7.3%	20.4%	13.0%	9.2%	47.3%	50.2%	43.5%	79.7%	-1.1%	Jul '26
Russell 2000 (Small Cap)	2931.34	-0.5%	0.0%	-2.7%	4.2%	12.2%	35.3%	11.3%	18.1%	47.0%	31.7%	29.0%	73.7%	-3.1%	Jun '26
NASDAQ Comp (Tech/Growth)	25373.85	1.0%	1.6%	-2.6%	1.0%	8.1%	22.9%	20.4%	9.2%	77.6%	72.9%	60.3%	143.6%	-6.3%	Jun '26
Aggregate Bond	97.37	-0.3%	-0.1%	-1.1%	-1.5%	-1.5%	1.2%	7.2%	-1.2%	11.6%	-2.6%	-0.8%	15.9%	-3.0%	Feb '26
Corp Bond	106.25	-0.2%	0.0%	-2.0%	-2.2%	-2.4%	0.2%	7.9%	-2.1%	12.8%	-5.8%	-3.3%	22.6%	-3.8%	Feb '26
High Yield Bond	79.48	0.01%	0.3%	-0.1%	-0.7%	-0.1%	3.8%	8.6%	0.6%	25.1%	18.2%	17.1%	37.1%	-1.0%	May '26
Preferred	30.47	0.10%	1.0%	0.0%	-3.0%	-2.3%	2.1%	4.9%	0.0%	16.8%	2.7%	1.2%	24.2%	-3.9%	May '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	50.43	-2.3%	-1.6%	-1.2%	-1.8%	2.8%	18.0%	9.9%	11.7%	24.7%	32.0%	22.8%	57.7%	-5.5%	Feb '26
Consumer Discretionary/Cyclical	116.09	3.3%	6.1%	-1.7%	-2.1%	-4.0%	8.1%	7.4%	-2.6%	38.2%	33.8%	14.4%	72.1%	-6.6%	Jan '26
Financial Services	56.94	-0.11%	1.1%	3.9%	9.7%	7.1%	12.1%	14.9%	4.5%	68.4%	69.4%	55.0%	99.5%	-1.1%	Jul '26
Real Estate	98.95	-0.5%	-1.8%	2.2%	3.0%	10.1%	14.6%	3.3%	13.0%	29.8%	11.8%	1.6%	49.2%	-2.0%	Jul '26
Communication Services	108.24	1.6%	1.8%	-1.4%	-7.3%	-9.6%	3.0%	23.1%	-7.8%	62.5%	37.9%	44.7%	136.0%	-9.6%	Jan '26
Energy	59.55	1.0%	-0.1%	12.8%	1.2%	17.4%	42.4%	7.9%	34.1%	49.4%	186.9%	141.5%	67.2%	-4.8%	Mar '26
Industrials	179.84	0.8%	-1.5%	-1.9%	4.0%	9.0%	21.3%	19.3%	16.3%	69.1%	87.1%	83.0%	123.8%	-3.1%	Jul '26
Technology	175.35	-0.2%	-0.3%	-5.5%	8.3%	22.0%	37.0%	24.6%	21.9%	100.0%	137.1%	106.4%	208.7%	-11.5%	Jun '26
Consumer Staples/Defensive	85.05	-0.5%	1.1%	2.1%	1.0%	2.4%	8.3%	1.5%	10.1%	21.6%	34.7%	23.3%	38.0%	-5.0%	Feb '26
Healthcare	162.55	-0.6%	0.0%	1.9%	12.0%	5.5%	25.6%	14.5%	5.4%	27.5%	32.8%	24.9%	41.3%	-2.8%	Jul '26
Utilities	44.35	-0.7%	-4.2%	-0.9%	-4.7%	3.3%	5.6%	16.0%	4.6%	45.5%	55.2%	42.3%	60.5%	-6.4%	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	156.43	0.5%	1.4%	0.2%	3.1%	7.5%	23.0%	22.4%	10.6%	65.5%	66.1%	57.8%	114.5%	-2.2%	Jun '26
MSCI Emerging Markets	64.09	0.8%	1.2%	-3.6%	-0.1%	8.4%	34.9%	34.0%	17.1%	65.4%	39.1%	43.7%	102.4%	-10.0%	Jun '26
FTSE Europe	90.59	-0.4%	2.5%	3.2%	3.9%	4.0%	22.4%	35.8%	8.9%	56.5%	54.0%	50.7%	120.8%	-0.4%	Jul '26
MSCI Japan	92.39	-1.0%	1.3%	-0.7%	4.6%	7.8%	29.5%	25.9%	14.4%	60.1%	54.4%	52.5%	107.7%	-4.7%	Jun '26
MSCI India	49.80	0.2%	3.7%	1.2%	1.4%	-3.7%	-5.5%	2.7%	-7.9%	12.8%	19.8%	7.9%	24.0%	-15.3%	Sep '24
MSCI China	55.80	0.5%	4.6%	8.3%	-3.3%	-10.6%	-0.1%	31.0%	-7.1%	22.9%	-12.5%	-1.4%	50.9%	-15.7%	Oct '25
International Bond	47.77	-0.2%	-0.1%	-1.0%	-0.4%	-0.8%	0.4%	2.9%	-0.2%	11.9%	-0.8%	1.2%	17.1%	-2.3%	Feb '26
iShares Latin America	35.37	-0.03%	2.1%	5.5%	-2.3%	0.0%	46.3%	52.7%	16.2%	46.4%	68.8%	101.2%	80.5%	-7.2%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	686.65	0.7%	1.1%	0.2%	3.6%	8.3%	21.2%	17.8%	9.8%	69.8%	82.3%	66.1%	120.1%	-1.7%	Jun '26
US Large Growth	118.32	0.8%	0.6%	-3.8%	-1.4%	1.7%	10.5%	19.8%	0.1%	76.1%	89.0%	70.4%	145.9%	-8.1%	Jun '26
US Large Value	251.82	0.4%	1.4%	3.3%	9.1%	15.0%	32.4%	15.7%	20.2%	63.1%	72.8%	62.5%	97.2%	-0.1%	Jul '26

US MidCap Blend	80.95	-0.05%	0.5%	0.7%	4.8%	9.8%	18.7%	17.0%	12.0%	67.7%	78.3%	65.1%	113.5%	-0.5%	Jul '26
US MidCap Growth	295.52	0.2%	1.2%	-2.8%	3.6%	6.9%	3.9%	10.7%	6.1%	42.0%	26.8%	21.2%	79.0%	-3.6%	Jun '26
US MidCap Value	204.74	-0.2%	0.0%	3.3%	5.7%	11.4%	25.5%	12.1%	16.1%	52.4%	61.4%	49.9%	81.3%	-1.3%	Jul '26

US Small Blend	295.14	-0.2%	-0.1%	-2.1%	3.6%	9.8%	25.5%	8.9%	14.8%	47.8%	42.9%	38.4%	79.5%	-2.6%	Jun '26
US Small Growth	370.67	-0.8%	0.1%	-5.2%	2.3%	10.2%	30.8%	12.9%	14.8%	49.5%	27.5%	28.7%	82.7%	-5.9%	Jun '26
US Small Value	221.24	-0.2%	-0.1%	-0.2%	6.2%	14.4%	42.7%	12.4%	22.4%	54.6%	51.7%	42.9%	80.0%	-1.3%	Jul '26

Foreign Large Blend	105.58	-0.6%	2.1%	2.5%	3.4%	4.8%	23.2%	31.6%	9.9%	55.4%	53.2%	50.8%	109.7%	-0.6%	Jul '26
Foreign Growth	121.43	-0.8%	1.9%	-1.1%	2.2%	2.1%	15.3%	20.7%	6.6%	33.5%	20.2%	17.8%	78.5%	-3.2%	Jun '26
Foreign Value	80.88	-0.5%	2.3%	5.9%	4.6%	7.4%	30.8%	42.2%	13.3%	78.7%	91.3%	89.7%	143.3%	-0.5%	Jul '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	23.06	0.09%	0.1%	0.8%	0.3%	1.0%	1.1%	3.6%	0.8%	18.8%	28.7%	26.3%	32.1%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.50	-0.3%	-0.3%	0.0%	0.0%	0.8%	3.7%	5.2%	1.4%	18.4%	25.5%	25.0%	27.3%	-0.4%	May '26
Bank Loan- Invesco	20.39	0.05%	0.0%	0.1%	-0.9%	-0.1%	2.5%	6.9%	-0.9%	20.4%	27.8%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	0%	0.1%	0.5%	1.5%	2.9%	6.7%	8.9%	3.3%	33.5%	58.1%	52.0%	45.2%	NewNew Peak	Jul '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	58.77	0.9%	0.8%	0.1%	2.8%	7.8%	20.2%	17.7%	10.4%	74.6%	113.7%	105.9%	127.4%	-1.2%	Jul '26
Int’l Min Volatility- Franklin	42.72	-0.7%	0.6%	5.7%	4.6%	11.6%	34.1%	27.1%	16.5%	81.1%	115.7%	107.7%	123.0%	-0.7%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.86	-1.4%	0.3%	-4.5%	-0.2%	10.4%	28.0%	3.0%	14.8%	64.4%	116.2%	114.3%	120.3%	-6.1%	Jun '26
Small Value- Avantis	125.28	0.03%	0.0%	0.7%	4.4%	14.9%	40.1%	7.4%	23.2%	56.1%	84.9%	66.7%	91.3%	-0.7%	Jul '26
Mid Value- Pacer Cash Cows	66.91	0.2%	3.1%	6.6%	5.3%	7.8%	23.6%	9.0%	11.5%	38.9%	68.1%	54.2%	66.8%	-1.4%	Jul '26
Growth- S&P Momentum	143.83	0.3%	-1.8%	-7.4%	7.0%	20.3%	27.9%	26.6%	20.9%	158.7%	150.5%	134.8%	188.6%	-11.0%	Jun '26
Invesco S&P Quality	84.67	-0.5%	-0.2%	-4.8%	4.8%	9.8%	20.7%	13.2%	13.2%	67.7%	81.6%	68.5%	122.1%	-6.0%	Jun '26
Rotation Factor- BlackRock	67.45	0.8%	0.4%	-0.1%	5.1%	10.0%	23.4%	20.0%	11.2%	85.3%	100.6%	88.0%	154.7%	-1.0%	Jul '26
US Min Volatility- Fidelity	71.78	0.5%	2.4%	4.1%	3.8%	6.0%	16.2%	11.8%	8.0%	46.8%	57.5%	46.9%	79.2%	NewNew Peak	Jul '26
Derivative Income- JPMorgan	57.43	0.3%	1.1%	2.3%	1.1%	0.8%	9.6%	8.1%	3.1%	28.5%	40.9%	33.5%	52.4%	-2.0%	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	17.49	0.3%	0.6%	1.4%	2.8%	9.9%	11.8%	6.5%	10.6%	31.5%	45.9%	43.2%	42.7%	NewNew Peak	Jul '26
Multistrategy- AQR	14.81	0.2%	-0.2%	2.0%	1.1%	3.7%	14.1%	16.4%	5.7%	45.5%	76.2%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.36	0.5%	1.5%	4.8%	4.0%	2.2%	16.8%	34.4%	0.9%	93.4%	182.3%	160.6%	148.5%	NewNew Peak	Jul '26
Mkt Neutral- BlackRock	15.30	0.8%	-0.1%	1.9%	5.3%	11.8%	24.5%	18.3%	12.9%	75.7%	86.9%	90.9%	91.6%	-0.3%	Jun '26
Multi Strategy- Variant	25.76	0.04%	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.2%	20.7%	43.0%	38.0%	29.4%	NewNew Peak	Jul '26
Long Short- First Trust	74.99	-0.3%	-0.1%	1.8%	1.8%	4.7%	14.1%	9.1%	5.7%	44.4%	61.0%	51.8%	67.9%	-0.4%	Jul '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)	356.13	6.7%	11.4%	-1.4%	-7.7%	5.4%	88.7%	66.0%	13.9%	173.0%	166.5%	147.7%	268.1%	-11.5%	May '26
Meta (Communications)	556.71	3.3%	-6.5%	-9.2%	-8.5%	-22.2%	-25.6%	13.1%	-15.6%	73.9%	57.5%	65.7%	340.1%	-29.4%	Aug '25
Amazon (Cyclical)	271.58	15.3%	17.0%	12.4%	1.2%	13.5%	26.5%	5.2%	17.7%	106.2%	63.2%	59.4%	140.5%	-1.2%	May '26
Tesla (Cyclical)	311.21	0.8%	-0.6%	-26.8%	-20.4%	-27.7%	2.8%	11.4%	-30.8%	19.2%	35.9%	-22.2%	43.3%	-36.5%	Dec '25
Procter & Gamble (Defensive)	144.49	0.4%	-2.0%	-2.0%	-1.9%	-4.1%	-2.0%	-12.3%	2.3%	-0.7%	14.7%	-0.5%	28.0%	-16.3%	Dec '24
PepsiCo (Defensive)	139.56	-0.5%	2.1%	-1.1%	-11.3%	-8.3%	3.1%	-1.8%	-1.9%	-17.9%	3.1%	-7.7%	-7.7%	-21.3%	May '23
Coca-Cola (Defensive)	87.59	-1.0%	6.5%	7.8%	11.5%	17.9%	30.0%	15.6%	26.2%	53.9%	76.9%	67.6%	76.3%	-1.7%	Jul '26
Exxon Mobil (Energy)	155.44	-1.0%	-1.0%	14.1%	2.5%	11.4%	46.3%	16.0%	30.9%	61.2%	224.5%	185.8%	78.9%	-8.7%	Mar '26
Chevron (Energy)	196.83	2.4%	1.0%	18.8%	3.3%	12.4%	34.2%	10.1%	30.4%	36.4%	135.2%	95.9%	44.1%	-6.8%	Mar '26
JPMorgan Chase (Financial)	351.79	0.3%	-0.4%	5.3%	12.6%	15.6%	23.3%	37.3%	10.2%	138.0%	161.5%	144.0%	269.1%	-1.5%	Jul '26
Visa (Financial)	366.13	-0.04%	2.9%	4.3%	11.8%	14.2%	8.7%	11.8%	4.8%	56.2%	54.3%	71.1%	111.5%	-1.1%	Jun '25
Mastercard (Financial)	573.10	-0.7%	6.2%	9.7%	15.7%	6.6%	2.8%	9.0%	0.7%	46.7%	52.7%	58.7%	106.5%	-3.9%	Aug '25
Bank of America (Financial)	61.95	0.4%	-0.2%	6.2%	16.4%	17.1%	37.9%	28.0%	13.3%	110.1%	81.6%	49.3%	127.0%	-1.1%	Jul '26
UnitedHealth (Health)	414.40	-1.7%	-1.5%	-2.8%	12.4%	45.5%	77.9%	-33.1%	26.5%	-13.3%	9.1%	-11.0%	-11.5%	-31.3%	Nov '24
Johnson & Johnson (Health)	256.35	0.2%	-2.7%	0.9%	12.8%	13.4%	56.1%	47.5%	24.5%	64.7%	70.4%	68.9%	74.7%	-4.1%	Jul '26
Eli Lilly (Health)	1148.84	-0.5%	-3.9%	-3.6%	19.5%	11.1%	51.8%	40.2%	7.3%	159.0%	394.6%	340.4%	264.7%	-7.0%	Jul '26
Union Pacific (Industrials)	292.13	0.9%	-4.9%	5.2%	9.7%	24.9%	35.5%	3.9%	26.9%	34.3%	48.7%	30.1%	65.0%	-4.9%	Jul '26
Honeywell (Industrials)	243.05	0.5%	0.0%	9.6%	15.0%	7.9%	21.0%	-6.4%	25.9%	42.2%	22.4%	37.2%	61.7%	-46.6%	Jun '26
Nvidia (IT)	200.75	2.9%	-2.9%	1.6%	1.2%	5.0%	15.6%	38.9%	7.6%	332.0%	931.9%	567.8%	1647.9%	-14.8%	May '26
Broadcom (IT)	389.28	0.4%	1.9%	5.4%	-7.6%	17.7%	35.6%	50.6%	12.7%	338.0%	779.5%	534.9%	855.5%	-19.2%	Jun '26
Adobe (IT)	250.41	1.0%	11.2%	18.7%	-0.1%	-14.6%	-28.0%	-21.3%	-28.5%	-54.4%	-59.7%	-55.6%	-12.5%	-60.6%	Feb '24
Oracle (IT)	129.87	1.8%	12.9%	-8.9%	-24.4%	-20.8%	-46.4%	18.1%	-33.0%	13.7%	58.9%	57.0%	112.6%	-60.1%	Sep '25
salesforce.com (IT)	184.02	1.8%	12.4%	12.7%	0.1%	-13.1%	-26.2%	-20.2%	-30.4%	-16.7%	-22.8%	-26.9%	31.2%	-49.5%	Dec '24
Linde PLC (Materials)	478.38	-5.9%	-6.6%	-10.3%	-5.8%	5.0%	5.2%	3.2%	12.6%	27.5%	66.0%	49.7%	84.4%	-12.5%	Jul '26
Sherwin-Williams (Materials)	340.85	-1.2%	7.4%	-1.5%	7.2%	-3.7%	-0.1%	-3.8%	5.4%	24.6%	22.2%	4.5%	74.6%	-13.8%	Nov '24
American Tower (Real Estate)	173.36	-0.6%	4.0%	4.4%	-4.5%	-2.3%	-15.9%	-0.9%	-0.3%	-0.2%	-29.0%	-30.6%	6.2%	-24.2%	Sep '24
Prologis Inc. (Real Estate)	144.61	-1.1%	-2.0%	5.7%	2.3%	11.7%	41.3%	25.1%	14.2%	27.2%	29.5%	-0.3%	60.7%	-3.6%	Jul '26
NextEra Energy (Utilities)	86.92	-1.1%	-3.2%	0.6%	-10.3%	-0.4%	26.1%	15.5%	9.0%	30.6%	26.3%	6.4%	31.9%	-11.2%	Apr '26
Duke Energy (Utilities)	125.43	-0.7%	-3.9%	-0.3%	-1.6%	5.1%	5.6%	12.7%	8.9%	52.8%	44.8%	44.3%	68.8%	-5.2%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.85	-0.13%	0.2%	-0.9%	0.3%	1.1%	6.1%	9.4%	2.0%	21.9%	9.9%	10.5%	32.4%	-1.2%	Jun '26
Moderate-60% Stock	68.53	0.06%	0.7%	-1.0%	1.1%	3.8%	14.2%	16.4%	5.9%	41.8%	36.7%	33.1%	68.9%	-1.9%	Jun '26
Mod Agg-80% Stock	54.96	0.3%	1.0%	-0.2%	2.7%	6.3%	19.6%	19.6%	9.2%	53.9%	50.1%	45.0%	90.4%	-1.5%	Jun '26
Aggressive-90% Stock	34.10	0.4%	0.9%	-0.5%	3.6%	8.8%	24.8%	20.9%	12.7%	59.3%	54.5%	48.1%	97.8%	-1.4%	Jul '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	62944.11	0.2%	-1.8%	4.9%	-19.5%	-25.2%	-44.5%	-6.3%	-28.1%	112.1%	49.0%	35.5%	228.6%	-49.5%	Oct '25
Ethereum	1867.09	0.3%	0.4%	16.0%	-18.6%	-30.9%	-46.5%	-11.0%	-37.1%	-0.3%	-24.3%	-50.4%	44.2%	-61.4%	Aug '25
BNB	588.49	0.3%	4.3%	7.0%	-4.4%	-31.4%	-22.3%	23.1%	-31.8%	137.8%	82.2%	14.9%	117.2%	-55.1%	Oct '25
Solana	72.87	0.12%	-1.4%	-5.8%	-13.0%	-37.9%	-55.3%	-34.2%	-41.5%	203.6%	124.9%	-57.2%	133.8%	-72.2%	Jan '25
Bitcoin ETF	35.64	-2.9%	-2.0%	4.8%	-19.9%	-25.0%	-44.5%	-6.4%	-28.2%	-	-	-	-	-50.0%	Oct '25
Grayscale Bitcoin (hi fee)	48.73	-2.9%	-2.0%	4.8%	-20.1%	-25.5%	-45.2%	-7.6%	-28.7%	183.3%	55.3%	57.4%	381.2%	-50.5%	Oct '25
Bloomberg Commodities	23.93	-0.2%	-2.3%	7.6%	-5.1%	10.2%	35.3%	14.9%	22.5%	39.9%	60.7%	55.6%	34.9%	-7.6%	May '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	5.28	1.3%	2.2%	6.2%	6.2%	8.3%	9.7%	1.1%	9.0%	28.5%	178.1%	161.7%	35.8%	NewNew Peak	Jul '26
10yr Treasury rate	4.74	1.8%	1.4%	6.0%	8.4%	11.9%	12.4%	-9.0%	14.0%	17.1%	283.0%	191.5%	21.6%	-4.9%	Oct '23
5yr Treasury rate	4.46	1.9%	0.8%	5.4%	10.9%	17.5%	18.3%	-15.0%	19.8%	5.0%	534.4%	226.7%	8.5%	-10.1%	Oct '23
13-week T-bill	3.68	0.2%	-3.2%	-0.5%	3.0%	3.1%	-12.0%	-15.7%	3.8%	-30.0%	9105.0%	6847.2%	4.2%	-31.2%	Oct '23
Crude Oil	86.80	3.8%	-2.8%	26.6%	-14.9%	33.1%	28.9%	-19.9%	51.2%	6.7%	17.4%	14.1%	-0.5%	-23.2%	Apr '26
Gold	4098.60	-0.04%	0.8%	0.7%	-11.5%	-13.1%	22.4%	64.5%	-5.2%	111.2%	126.1%	127.8%	145.4%	-22.9%	Jan '26
USD/EUR	0.87	-0.03%	-1.3%	-1.3%	1.7%	3.8%	-	-11.4%	1.9%	-4.5%	-	-1.3%	-15.8%	-11.1%	Jan '25
USD/JPY	157.40	-1.7%	-3.9%	-3.2%	0.2%	2.8%	-	-0.4%	0.6%	10.1%	-	36.7%	7.3%	-3.9%	Jul '26
S&P 500 Volatility Index	15.99	-6.4%	-13.9%	-3.6%	-5.9%	-8.3%	-21.5%	-13.8%	7.0%	14.8%	-12.3%	-3.7%	-52.4%	-69.4%	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	50.47	-0.02%	0.2%	-0.3%	-0.1%	0.4%	3.0%	6.1%	0.8%	18.0%	17.9%	18.2%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	49.74	-0.11%	0.0%	-1.5%	-1.1%	-1.0%	3.4%	4.3%	-0.3%	9.5%	3.5%	4.0%	15.4%	-2.1%	Feb '26
Interm Bond- Janus MSB	44.12	-0.9%	-0.7%	-1.6%	-2.4%	-2.3%	2.1%	8.8%	-1.7%	12.9%	0.9%	1.7%	18.3%	-3.9%	Feb '26
Interm Bond- Vanguard	75.54	-0.2%	0.0%	-1.0%	-1.7%	-1.6%	0.7%	8.5%	-1.6%	12.9%	-2.1%	0.4%	18.0%	-3.4%	Feb '26
Multisector Bond- Intrepid	8.88	-0.8%	-0.7%	-0.4%	0.3%	1.5%	5.8%	8.2%	2.0%	28.4%	33.6%	30.9%	37.6%	-0.9%	Jul '26
Int’l Bond- JPMorgan	47.87	0.06%	0.5%	-0.7%	-0.2%	-0.9%	2.5%	8.2%	0.0%	17.6%	13.5%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	71.99	-0.3%	-0.3%	-3.6%	-3.4%	-3.8%	-1.0%	7.2%	-3.4%	8.9%	-17.1%	-14.6%	20.6%	-6.2%	Oct '25
Long CA Muni- PIMCO	9.28	-0.11%	0.0%	-1.9%	-1.1%	-0.9%	3.6%	3.3%	-0.5%	8.2%	-0.6%	-0.3%	14.6%	-2.1%	Feb '26
Long Muni- iShares	56.53	-0.05%	0.0%	-1.7%	-1.1%	-1.4%	3.9%	3.4%	-0.7%	7.7%	1.0%	1.3%	13.1%	-2.5%	Feb '26

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