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S&P 500

Return

97.3%

[

21.2%

annualized]

Dec 30 2022 - Jul 10 2026

DJIA (Large Value)

Return

58.8%

[

14.0%

annualized]

Dec 30 2022 - Jul 10 2026

Russell 2000 (Small Cap)

Return

69.1%

[

16.0%

annualized]

Dec 30 2022 - Jul 10 2026

Performance Range:

As of Jul 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	7575.39	0.4%	1.2%	2.4%	11.1%	8.7%	21.0%	16.4%	10.7%	70.6%	73.4%	57.9%	111.8%	-0.5%	Jun '26
DJIA (Large Value)	52637.01	0.3%	-0.5%	3.5%	9.9%	6.3%	18.6%	13.0%	9.5%	53.6%	51.0%	43.9%	80.2%	-0.8%	Jul '26
Russell 2000 (Small Cap)	2977.81	-0.5%	-0.6%	1.9%	13.2%	13.5%	33.2%	11.3%	20.0%	55.6%	30.6%	31.0%	76.4%	-1.5%	Jun '26
NASDAQ Comp (Tech/Growth)	26281.61	0.3%	1.7%	1.8%	14.8%	11.0%	27.7%	20.4%	13.1%	91.0%	78.8%	66.0%	152.3%	-3.0%	Jun '26
Aggregate Bond	98.08	-0.10%	-0.5%	-0.8%	-0.9%	-0.8%	3.4%	7.2%	-0.5%	12.4%	-1.3%	0.0%	16.8%	-2.3%	Feb '26
Corp Bond	107.46	-0.2%	-1.1%	-1.5%	-1.2%	-1.4%	3.2%	7.9%	-1.0%	14.3%	-3.9%	-2.2%	24.0%	-2.7%	Feb '26
High Yield Bond	79.71	-0.05%	0.0%	-0.3%	0.2%	0.4%	4.6%	8.6%	0.8%	26.3%	18.3%	17.4%	37.5%	-0.7%	May '26
Preferred	30.54	-0.07%	0.2%	-1.5%	-0.4%	-1.7%	2.3%	4.9%	0.2%	17.9%	3.2%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Basic Materials	50.89	1.3%	-2.2%	-0.6%	-2.1%	5.9%	12.8%	9.9%	12.7%	30.9%	34.9%	24.0%	59.2%	-4.7%	Feb '26
Consumer Discretionary/Cyclical	117.24	0.3%	0.1%	0.8%	3.9%	-5.6%	6.5%	7.4%	-1.6%	40.0%	33.6%	15.6%	73.8%	-5.7%	Jan '26
Financial Services	55.71	0.3%	0.2%	5.9%	9.7%	0.5%	8.1%	14.9%	2.2%	70.5%	64.9%	51.7%	95.2%	-0.8%	Jul '26
Real Estate	97.32	0.2%	-0.7%	-0.3%	4.7%	9.9%	11.6%	3.3%	11.2%	27.4%	11.2%	0.0%	46.7%	-1.4%	Jun '26
Communication Services	111.64	1.0%	1.9%	-0.4%	-2.0%	-5.0%	6.4%	23.1%	-4.9%	74.5%	43.6%	49.3%	143.4%	-6.7%	Jan '26
Energy	55.08	0.5%	3.5%	-3.6%	-3.3%	18.8%	26.5%	7.9%	24.0%	44.6%	148.0%	123.3%	54.7%	-12.0%	Mar '26
Industrials	181.92	0.4%	-1.1%	3.9%	6.1%	12.7%	22.4%	19.3%	17.6%	73.8%	89.1%	85.1%	126.4%	-2.0%	Jul '26
Technology	185.78	0.2%	2.9%	1.4%	30.3%	27.3%	45.8%	24.6%	29.2%	120.0%	154.8%	118.7%	227.1%	-6.3%	Jun '26
Consumer Staples/Defensive	84.12	1.1%	-1.0%	-1.3%	2.1%	6.7%	6.3%	1.5%	8.9%	23.2%	35.8%	22.0%	36.5%	-6.0%	Feb '26
Healthcare	160.84	-0.8%	-1.8%	4.4%	9.2%	2.7%	20.5%	14.5%	4.3%	29.5%	34.9%	23.6%	39.8%	-2.2%	Jul '26
Utilities	45.41	0.6%	-0.8%	3.1%	-3.3%	7.6%	12.5%	16.0%	7.1%	49.8%	62.3%	45.7%	64.3%	-4.2%	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	157.68	0.4%	1.0%	1.2%	8.7%	8.9%	23.1%	22.4%	11.4%	72.0%	67.5%	59.1%	116.2%	-1.4%	Jun '26
MSCI Emerging Markets	66.90	0.2%	1.8%	-0.9%	10.5%	17.1%	40.6%	34.0%	22.3%	79.6%	39.9%	50.0%	111.3%	-6.1%	Jun '26
FTSE Europe	88.57	0.2%	-0.9%	-1.0%	1.7%	3.7%	15.8%	35.8%	6.4%	57.4%	51.6%	47.3%	115.9%	-1.7%	Feb '26
MSCI Japan	94.55	1.1%	1.5%	2.6%	7.3%	11.7%	35.6%	25.9%	17.1%	66.1%	54.9%	56.1%	112.6%	-2.5%	Jun '26
MSCI India	49.30	0.6%	-0.5%	3.2%	-0.1%	-7.3%	-10.2%	2.7%	-8.8%	12.9%	19.5%	6.8%	22.7%	-16.1%	Sep '24
MSCI China	53.13	-0.11%	4.4%	-2.2%	-7.1%	-14.6%	-2.1%	31.0%	-11.6%	25.8%	-23.6%	-6.1%	43.7%	-19.7%	Oct '25
International Bond	48.08	0.12%	-0.3%	-0.2%	0.4%	0.0%	1.9%	2.9%	0.4%	13.4%	0.9%	1.8%	17.9%	-1.6%	Feb '26
iShares Latin America	34.51	2.0%	2.4%	0.2%	-8.8%	8.3%	38.8%	52.7%	13.3%	47.8%	61.4%	96.3%	76.1%	-9.4%	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	693.86	0.5%	1.3%	2.3%	11.1%	9.0%	22.1%	17.8%	11.0%	77.0%	85.4%	67.9%	122.4%	-0.6%	Jun '26
US Large Growth	123.95	0.5%	2.3%	2.0%	11.1%	4.2%	17.0%	19.8%	4.8%	91.2%	99.9%	78.5%	157.6%	-3.7%	Jun '26
US Large Value	246.84	0.2%	0.0%	2.9%	11.3%	13.9%	27.4%	15.7%	17.8%	63.9%	69.7%	59.3%	93.3%	-0.4%	Jul '26

US MidCap Blend	80.94	0.2%	0.5%	2.4%	9.1%	8.8%	18.6%	17.0%	12.0%	70.1%	79.1%	65.1%	113.5%	NewNew Peak	Jul '26
US MidCap Growth	302.26	-0.4%	0.3%	2.5%	12.7%	5.9%	7.2%	10.7%	8.5%	47.7%	30.7%	24.0%	83.0%	-1.4%	Jun '26
US MidCap Value	201.35	0.6%	0.6%	2.3%	6.5%	10.5%	22.4%	12.1%	14.1%	51.7%	58.3%	47.5%	78.3%	NewNew Peak	Jul '26

US Small Blend	298.15	-0.2%	-0.7%	1.3%	9.6%	10.1%	24.3%	8.9%	16.0%	53.4%	42.6%	39.8%	81.4%	-1.6%	Jun '26
US Small Growth	384.68	-1.1%	-0.5%	1.8%	15.9%	12.4%	33.8%	12.9%	19.1%	60.0%	28.8%	33.6%	89.6%	-2.4%	Jun '26
US Small Value	219.97	0.2%	-0.6%	1.9%	10.3%	15.4%	35.1%	12.4%	21.7%	61.7%	47.9%	42.1%	79.0%	-0.8%	Jul '26

Foreign Large Blend	104.33	0.4%	0.0%	-0.4%	2.1%	5.6%	19.4%	31.6%	8.6%	57.4%	51.3%	49.1%	107.2%	-1.3%	Feb '26
Foreign Growth	122.65	0.1%	-0.8%	-0.7%	3.5%	3.0%	12.7%	20.7%	7.7%	37.3%	22.2%	19.0%	80.3%	-2.2%	Jun '26
Foreign Value	78.39	0.7%	0.7%	-0.2%	0.8%	8.2%	26.0%	42.2%	9.8%	79.3%	83.9%	83.9%	135.9%	-1.9%	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	22.85	-0.04%	-0.1%	0.1%	0.2%	-0.5%	0.3%	3.6%	-0.1%	17.9%	27.8%	25.2%	30.9%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.55	0%	0.0%	-0.1%	0.5%	1.4%	4.1%	5.2%	1.5%	19.9%	25.7%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.44	0.05%	0.4%	0.0%	0.3%	-0.9%	2.8%	6.9%	-0.6%	20.9%	27.8%	26.1%	32.5%	-1.1%	May '26
Interval CEF- Cliffwater	10.26	0%	0.2%	0.5%	1.8%	2.8%	6.9%	8.9%	3.0%	34.2%	58.3%	51.6%	44.7%	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	59.48	0.5%	1.5%	2.9%	9.6%	9.4%	21.9%	17.7%	11.7%	82.2%	115.9%	108.4%	130.1%	NewNew Peak	Jul '26
Int’l Min Volatility- Franklin	41.34	0.6%	0.7%	1.1%	0.4%	10.8%	29.1%	27.1%	12.7%	81.6%	109.9%	101.0%	115.8%	-0.7%	May '26
MidCap 30 - Hennessy (hi fee)	28.17	-0.4%	-2.2%	-2.8%	10.2%	10.0%	22.4%	3.0%	16.1%	73.3%	118.6%	116.7%	122.7%	-5.1%	Jun '26
Small Value- Avantis	123.95	0.6%	0.4%	0.6%	8.0%	15.8%	32.1%	7.4%	21.9%	63.9%	78.6%	64.9%	89.3%	-0.8%	Jun '26
Mid Value- Pacer Cash Cows	64.07	0.2%	0.4%	0.9%	4.2%	3.7%	15.4%	9.0%	6.8%	38.7%	63.7%	47.6%	59.7%	-2.2%	Jun '26
Growth- S&P Momentum	153.75	0.4%	1.9%	2.1%	24.7%	28.5%	38.0%	26.6%	29.2%	182.5%	169.0%	151.0%	208.5%	-4.9%	Jun '26
Invesco S&P Quality	88.12	0.4%	0.3%	1.9%	11.9%	14.4%	25.0%	13.2%	17.9%	81.2%	91.2%	75.3%	131.1%	-2.2%	Jun '26
Rotation Factor- BlackRock	68.14	0.6%	1.5%	2.8%	11.3%	11.0%	25.1%	20.0%	12.4%	94.9%	104.9%	89.9%	157.3%	NewNew Peak	Jul '26
US Min Volatility- Fidelity	70.14	0.10%	0.2%	1.6%	5.6%	3.9%	12.6%	11.8%	5.5%	46.7%	55.5%	43.5%	75.1%	-0.4%	May '26
Derivative Income- JPMorgan	56.76	0.2%	0.1%	1.7%	-0.6%	0.1%	6.9%	8.1%	1.9%	28.9%	41.2%	31.9%	50.6%	-3.2%	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	17.42	0.3%	0.9%	0.7%	4.7%	10.5%	12.3%	6.5%	10.2%	30.4%	44.7%	42.7%	42.2%	-0.1%	May '26
Multistrategy- AQR	14.64	0.07%	1.2%	-0.5%	0.8%	3.5%	13.6%	16.4%	4.5%	45.7%	75.7%	71.6%	53.4%	-1.9%	Jun '26
Long Short- AQR	20.81	-0.1%	2.5%	-0.3%	1.4%	-1.0%	14.3%	34.4%	-1.7%	93.7%	178.0%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	16.22	0%	0.9%	-0.4%	6.2%	9.7%	22.8%	18.3%	11.2%	75.4%	83.5%	88.1%	88.7%	-1.8%	Jun '26
Multi Strategy- Variant	25.86	0.08%	0.2%	0.3%	1.2%	2.7%	6.5%	7.2%	2.8%	21.1%	44.4%	37.5%	28.9%	NewNew Peak	Jul '26
Long Short- First Trust	74.71	0.04%	1.1%	1.4%	3.3%	4.6%	14.3%	9.1%	5.3%	47.2%	60.0%	51.3%	67.3%	-0.2%	Jun '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)	357.18	-0.5%	-0.8%	-0.2%	12.6%	8.8%	98.7%	66.0%	14.2%	207.4%	186.9%	148.4%	269.1%	-11.3%	May '26
Meta (Communications)	669.21	6.0%	14.8%	17.8%	6.2%	2.6%	-6.5%	13.1%	1.5%	126.1%	92.5%	99.2%	429.0%	-15.1%	Aug '25
Amazon (Cyclical)	245.34	-0.7%	1.1%	1.6%	2.9%	-0.8%	9.0%	5.2%	6.3%	90.5%	31.9%	44.0%	117.3%	-10.8%	May '26
Tesla (Cyclical)	407.76	0.3%	3.6%	2.2%	16.9%	-8.4%	30.1%	11.4%	-9.3%	51.1%	86.2%	2.0%	87.7%	-16.8%	Dec '25
Procter & Gamble (Defensive)	147.04	0.13%	-2.9%	-0.9%	2.1%	5.2%	-3.7%	-12.3%	4.1%	7.3%	21.9%	1.2%	30.3%	-14.8%	Dec '24
PepsiCo (Defensive)	137.38	-0.3%	-4.7%	-4.4%	-12.5%	-0.9%	4.5%	-1.8%	-3.4%	-18.0%	6.6%	-9.2%	-9.1%	-22.5%	May '23
Coca-Cola (Defensive)	83.49	1.0%	-0.8%	1.8%	7.8%	19.2%	22.1%	15.6%	20.2%	52.2%	76.6%	59.7%	68.0%	-0.8%	Jul '26
Exxon Mobil (Energy)	138.88	1.0%	1.3%	-5.3%	-8.3%	13.0%	24.2%	16.0%	17.0%	44.9%	172.6%	155.3%	59.8%	-18.5%	Mar '26
Chevron (Energy)	176.40	1.4%	4.3%	-5.1%	-6.4%	9.9%	17.3%	10.1%	16.9%	25.4%	106.2%	75.5%	29.2%	-16.5%	Mar '26
JPMorgan Chase (Financial)	336.47	0.3%	1.1%	7.3%	8.6%	2.7%	19.0%	37.3%	5.4%	142.7%	143.7%	133.3%	253.0%	-0.8%	Jul '26
Visa (Financial)	348.97	0.2%	-3.6%	9.4%	14.9%	0.2%	1.1%	11.8%	-0.1%	48.4%	51.9%	63.1%	101.5%	-5.8%	Jun '25
Mastercard (Financial)	526.74	0.7%	-2.3%	8.3%	5.6%	-8.3%	-3.8%	9.0%	-7.4%	34.6%	45.2%	45.8%	89.8%	-11.7%	Aug '25
Bank of America (Financial)	59.67	0.7%	1.6%	8.2%	13.6%	7.4%	29.8%	28.0%	9.1%	120.5%	67.6%	43.9%	118.7%	-0.4%	Jul '26
UnitedHealth (Health)	424.62	-1.6%	-0.2%	5.3%	39.5%	24.4%	42.6%	-33.1%	29.6%	-3.1%	11.8%	-8.9%	-9.3%	-29.6%	Nov '24
Johnson & Johnson (Health)	256.98	-0.8%	-2.3%	7.8%	7.8%	26.4%	66.9%	47.5%	24.8%	75.8%	73.3%	69.3%	75.1%	-3.8%	Jul '26
Eli Lilly (Health)	1188.58	-2.3%	-2.1%	2.4%	26.7%	12.1%	50.9%	40.2%	11.0%	176.3%	430.2%	355.6%	277.3%	-3.8%	Jul '26
Union Pacific (Industrials)	286.96	0.7%	1.7%	7.0%	14.6%	26.3%	24.2%	3.9%	24.7%	47.7%	44.2%	27.8%	62.1%	NewNew Peak	Jul '26
Honeywell (Industrials)	226.42	1.3%	-1.5%	3.3%	-3.1%	10.3%	4.0%	-6.4%	17.3%	22.8%	18.8%	27.8%	50.6%	-50.2%	Jun '26
Nvidia (IT)	210.96	4.0%	8.3%	3.0%	11.8%	14.1%	27.9%	38.9%	13.1%	397.9%	954.6%	601.8%	1736.8%	-10.5%	May '26
Broadcom (IT)	399.97	-0.3%	11.0%	3.7%	7.6%	16.2%	46.6%	50.6%	15.8%	369.4%	813.5%	552.3%	881.7%	-16.9%	Jun '26
Adobe (IT)	223.64	0.4%	1.8%	2.2%	-0.8%	-33.0%	-38.5%	-21.3%	-36.1%	-55.7%	-63.0%	-60.4%	-21.8%	-64.8%	Feb '24
Oracle (IT)	140.64	-2.1%	0.3%	-23.6%	1.8%	-28.9%	-38.5%	18.1%	-27.4%	26.4%	71.5%	70.0%	130.3%	-56.8%	Sep '25
salesforce.com (IT)	163.32	0.5%	-1.7%	-1.9%	-1.0%	-37.0%	-36.3%	-20.2%	-38.2%	-25.1%	-32.4%	-35.1%	16.5%	-55.2%	Dec '24
Linde PLC (Materials)	529.79	0.8%	-3.1%	2.8%	5.3%	19.7%	14.2%	3.2%	24.7%	49.6%	93.1%	65.8%	104.3%	-3.1%	Jul '26
Sherwin-Williams (Materials)	333.99	0.6%	-5.2%	5.4%	-0.6%	-5.3%	-2.8%	-3.8%	3.3%	30.9%	26.1%	2.4%	71.1%	-15.5%	Nov '24
American Tower (Real Estate)	168.59	2.2%	1.5%	-10.1%	-5.0%	1.0%	-20.9%	-0.9%	-3.0%	-4.7%	-29.9%	-32.5%	3.3%	-26.2%	Sep '24
Prologis Inc. (Real Estate)	140.87	-0.3%	1.0%	-4.3%	2.7%	9.7%	32.3%	25.1%	11.2%	24.9%	28.8%	-2.9%	56.5%	-4.6%	Jun '26
NextEra Energy (Utilities)	87.96	1.0%	-0.4%	3.7%	-6.5%	10.9%	20.8%	15.5%	10.3%	32.2%	32.8%	7.7%	33.5%	-10.1%	Apr '26
Duke Energy (Utilities)	125.48	0.2%	-3.2%	1.0%	-4.0%	9.3%	10.6%	12.7%	8.9%	55.0%	51.2%	44.3%	68.9%	-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	15.96	0.06%	-0.1%	0.1%	1.9%	2.0%	7.6%	9.4%	2.7%	23.8%	11.3%	11.3%	33.3%	-0.6%	Jun '26
Moderate-60% Stock	69.10	0.2%	-0.2%	0.2%	4.7%	5.2%	15.2%	16.4%	6.8%	45.6%	37.9%	34.2%	70.3%	-1.1%	Jun '26
Mod Agg-80% Stock	55.45	0.3%	0.7%	1.3%	7.2%	7.8%	20.2%	19.6%	10.1%	59.3%	51.4%	46.3%	92.1%	-0.7%	Jun '26
Aggressive-90% Stock	34.48	0.2%	0.7%	1.9%	9.2%	11.2%	25.5%	20.9%	13.9%	65.7%	56.4%	49.8%	100.0%	-0.3%	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	64131.45	0.05%	4.3%	0.9%	-12.1%	-29.1%	-45.4%	-6.3%	-26.7%	109.4%	89.7%	38.0%	234.8%	-48.6%	Oct '25
Ethereum	1796.27	0.08%	5.8%	7.4%	-20.0%	-41.7%	-39.3%	-11.0%	-39.5%	-4.4%	-16.3%	-52.2%	38.7%	-62.8%	Aug '25
BNB	575.10	0.02%	3.1%	-4.9%	-5.1%	-35.8%	-16.6%	23.1%	-33.4%	131.4%	81.7%	12.3%	112.2%	-56.1%	Oct '25
Solana	77.75	-0.4%	-3.6%	16.4%	-8.3%	-42.7%	-52.3%	-34.2%	-37.5%	251.9%	133.7%	-54.3%	149.5%	-70.3%	Jan '25
Bitcoin ETF	36.23	1.2%	3.9%	0.5%	-12.8%	-29.2%	-46.1%	-6.4%	-27.0%	-	-	-	-	-49.2%	Oct '25
Grayscale Bitcoin (hi fee)	49.56	1.1%	4.0%	0.5%	-13.1%	-29.7%	-46.7%	-7.6%	-27.5%	175.3%	98.4%	60.1%	389.4%	-49.6%	Oct '25
Bloomberg Commodities	22.99	0%	3.1%	-2.1%	-3.0%	15.0%	26.0%	14.9%	17.7%	39.5%	58.5%	49.5%	29.6%	-11.3%	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	5.07	0.4%	1.7%	2.4%	3.2%	5.2%	2.3%	1.1%	4.8%	26.2%	155.9%	151.5%	30.6%	-2.1%	May '26
10yr Treasury rate	4.57	0.7%	1.9%	2.4%	5.8%	9.5%	3.3%	-9.0%	9.8%	14.8%	236.9%	180.7%	17.1%	-8.4%	Oct '23
5yr Treasury rate	4.31	0.9%	1.8%	2.8%	9.4%	14.7%	7.9%	-15.0%	15.7%	1.6%	447.4%	215.6%	4.8%	-13.2%	Oct '23
13-week T-bill	3.70	0.4%	0.7%	2.0%	2.8%	5.2%	-12.8%	-15.7%	4.2%	-29.5%	8493.0%	6871.7%	4.6%	-30.9%	Oct '23
Crude Oil	71.51	-0.8%	4.1%	-18.5%	-26.0%	21.0%	4.5%	-19.9%	24.5%	-4.4%	-4.1%	-6.0%	-18.1%	-36.7%	Apr '26
Gold	4128.90	-0.04%	0.4%	0.9%	-13.3%	-8.0%	23.0%	64.5%	-4.5%	113.8%	128.1%	129.5%	147.2%	-22.4%	Jan '26
USD/EUR	0.88	0.12%	0.0%	1.4%	2.7%	2.1%	-	-11.4%	2.9%	-3.5%	-	-0.4%	-15.0%	-10.3%	Jan '25
USD/JPY	161.67	-0.4%	0.1%	1.0%	1.5%	3.1%	-	-0.4%	3.4%	15.4%	-	40.4%	10.2%	-0.6%	Jun '26
S&P 500 Volatility Index	15.03	-5.1%	-6.9%	-22.7%	-21.8%	3.7%	-8.4%	-13.8%	0.5%	1.3%	-7.1%	-9.5%	-55.2%	-71.3%	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	50.40	-0.05%	-0.4%	-0.3%	0.1%	0.6%	3.5%	6.1%	0.7%	18.7%	17.9%	18.1%	23.3%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.38	0.10%	-0.3%	0.0%	0.5%	0.5%	5.1%	4.3%	1.0%	11.3%	5.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.73	-0.2%	-0.6%	-0.9%	-1.2%	-1.0%	4.8%	8.8%	-0.4%	14.5%	2.7%	3.1%	19.9%	-2.5%	Feb '26
Interm Bond- Vanguard	76.02	-0.08%	-0.5%	-0.7%	-1.1%	-1.1%	3.0%	8.5%	-1.0%	13.9%	-0.7%	1.1%	18.7%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.95	0.11%	0.3%	0.7%	1.8%	2.4%	7.3%	8.2%	2.8%	30.6%	35.3%	31.9%	38.7%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	48.12	0.07%	-0.3%	0.0%	0.5%	0.0%	3.8%	8.2%	0.5%	18.9%	14.4%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	73.52	-0.3%	-1.7%	-2.3%	-1.5%	-2.1%	3.5%	7.2%	-1.3%	11.1%	-14.2%	-12.8%	23.2%	-4.3%	Oct '25
Long CA Muni- PIMCO	9.43	0%	-0.4%	0.4%	0.8%	0.7%	5.5%	3.3%	1.1%	10.5%	1.1%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.35	-0.02%	-0.4%	0.0%	0.4%	0.2%	5.9%	3.4%	0.8%	9.6%	2.7%	2.8%	14.7%	-1.1%	Feb '26

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