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S&P 500

Return

62.6%

[

18.9%

annualized]

Dec 29 2023 - Oct 21 2026

DJIA (Large Value)

Return

40.2%

[

12.8%

annualized]

Dec 29 2023 - Oct 21 2026

Russell 2000 (Small Cap)

Return

37.2%

[

11.9%

annualized]

Dec 29 2023 - Oct 21 2026

Performance Range:

As of Oct 21 06:30 PM EDT, next update at 06:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7757.17	0.6%	0.5%	-0.1%	3.3%	9.8%	15.2%	16.4%	13.3%	83.6%	70.5%	26.3%	55.7%	-0.8%	Oct '26
DJIA (Large Value)	52856.09	0.7%	2.4%	1.6%	1.2%	7.5%	12.6%	13.0%	10.0%	59.6%	48.5%	18.4%	40.4%	-2.7%	Aug '26
Russell 2000 (Small Cap)	2781.02	0.3%	1.9%	-3.3%	-6.9%	0.6%	11.8%	11.3%	12.1%	65.5%	21.1%	21.8%	57.9%	-9.4%	Aug '26
NASDAQ Comp (Tech/Growth)	26702.86	1.1%	0.0%	-1.5%	3.4%	10.1%	16.3%	20.4%	14.9%	105.7%	75.5%	33.1%	74.9%	-3.2%	Oct '26
Aggregate Bond	95.30	0.03%	0.5%	-0.6%	-1.5%	-2.2%	-2.0%	7.2%	-1.7%	16.2%	-1.3%	4.5%	3.6%	-3.4%	Feb '26
Corp Bond	103.21	-0.01%	0.5%	-1.4%	-2.2%	-3.6%	-3.9%	7.9%	-3.0%	19.7%	-4.1%	3.6%	5.0%	-4.7%	Feb '26
High Yield Bond	76.98	0.2%	0.2%	-1.7%	-1.9%	-1.3%	1.1%	8.6%	-0.2%	27.8%	17.3%	6.4%	11.0%	-2.7%	Aug '26
Preferred	28.82	-0.2%	-0.4%	-4.1%	-3.5%	-5.1%	-3.9%	4.9%	-3.1%	21.3%	-1.0%	0.1%	8.3%	-6.9%	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	51.32	0.2%	3.3%	3.2%	2.9%	0.0%	17.9%	9.9%	14.6%	44.3%	33.3%	17.9%	42.1%	-3.9%	Aug '26
Consumer Discretionary/Cyclical	115.53	0.03%	3.6%	2.9%	0.8%	-2.5%	-2.6%	7.4%	-2.7%	56.1%	24.5%	3.6%	32.6%	-6.6%	Jan '26
Financial Services	56.04	0.6%	2.8%	0.3%	0.2%	7.9%	7.9%	14.9%	3.6%	82.3%	52.4%	10.2%	30.5%	-4.0%	Sep '26
Real Estate	91.49	-0.9%	1.3%	-1.6%	-7.3%	-2.3%	3.4%	3.3%	6.4%	42.2%	2.4%	6.2%	21.3%	-8.6%	Jul '26
Communication Services	108.97	-1.1%	-1.7%	-5.0%	-0.6%	-6.4%	-5.4%	23.1%	-6.6%	69.5%	39.9%	6.0%	28.8%	-8.4%	Jan '26
Energy	68.16	0.3%	0.8%	9.1%	17.2%	23.6%	61.7%	7.9%	55.5%	66.0%	182.7%	56.1%	86.5%	-0.1%	Oct '26
Industrials	168.31	0.9%	0.8%	-1.0%	-5.5%	-1.3%	9.9%	19.3%	9.4%	77.8%	73.7%	23.9%	47.3%	-9.5%	Aug '26
Technology	188.54	1.7%	-1.0%	-3.2%	4.4%	22.2%	31.4%	24.6%	31.4%	134.4%	146.1%	57.2%	111.5%	-6.7%	Oct '26
Consumer Staples/Defensive	87.11	-0.7%	1.2%	6.3%	4.3%	7.9%	12.9%	1.5%	14.3%	40.4%	40.5%	11.9%	18.8%	-1.4%	Feb '26
Healthcare	178.94	-0.5%	2.9%	5.9%	12.1%	23.6%	25.3%	14.5%	17.0%	46.9%	48.0%	25.9%	38.1%	-0.5%	Oct '26
Utilities	42.00	0.3%	0.7%	3.3%	-5.8%	-5.3%	-4.7%	16.0%	0.4%	58.2%	45.8%	9.9%	19.8%	-10.2%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	159.56	0.5%	0.5%	-1.4%	2.1%	8.0%	16.0%	22.4%	13.5%	85.5%	66.0%	31.7%	57.6%	-1.8%	Aug '26
MSCI Emerging Markets	63.57	0.4%	-1.3%	-7.6%	-2.7%	2.6%	19.3%	34.0%	16.8%	85.6%	37.2%	46.6%	69.9%	-10.7%	Jun '26
FTSE Europe	87.58	0.5%	1.8%	-1.9%	-1.1%	2.4%	11.9%	35.8%	7.0%	71.8%	50.4%	32.1%	46.4%	-5.8%	Aug '26
MSCI Japan	95.72	0.3%	-0.1%	-2.3%	3.2%	10.4%	21.0%	25.9%	19.2%	79.7%	59.0%	44.6%	63.3%	-3.6%	Oct '26
MSCI India	47.27	-1.1%	0.5%	-2.5%	-3.1%	-5.1%	-13.2%	2.7%	-12.5%	8.3%	2.0%	-5.0%	-3.8%	-15.4%	Jun '25
MSCI China	50.05	-1.8%	-2.7%	-7.3%	-7.3%	-13.4%	-19.6%	31.0%	-16.1%	32.0%	-22.3%	-4.2%	13.9%	-23.9%	Oct '25
International Bond	47.09	-0.04%	0.1%	0.0%	-0.8%	-0.7%	-1.2%	2.9%	-0.5%	13.7%	1.2%	2.3%	1.9%	-2.5%	Feb '26
iShares Latin America	37.85	-0.5%	0.7%	6.6%	9.1%	3.0%	39.2%	52.7%	25.9%	79.5%	110.1%	67.6%	88.2%	-0.9%	Oct '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	710.72	0.6%	0.5%	0.0%	3.6%	10.4%	16.5%	17.8%	14.3%	90.8%	82.8%	28.8%	58.3%	-0.8%	Oct '26
US Large Growth	123.54	0.9%	-0.6%	-2.1%	1.9%	5.0%	5.3%	19.8%	4.7%	96.1%	89.0%	20.9%	56.4%	-4.4%	Oct '26
US Large Value	258.29	0.2%	1.6%	1.9%	4.8%	15.1%	27.9%	15.7%	24.1%	84.9%	72.3%	35.5%	58.6%	-0.1%	Sep '26

US MidCap Blend	81.40	0.6%	1.6%	1.0%	1.2%	6.5%	13.4%	17.0%	13.0%	88.5%	69.7%	25.7%	50.0%	-3.6%	Aug '26
US MidCap Growth	293.83	0.9%	1.1%	-1.1%	-1.0%	4.2%	0.8%	10.7%	5.8%	59.5%	19.4%	8.8%	37.1%	-6.3%	Aug '26
US MidCap Value	207.52	0.3%	2.0%	3.2%	3.3%	8.8%	21.5%	12.1%	18.8%	75.9%	57.8%	29.0%	50.8%	-1.1%	Aug '26

US Small Blend	289.30	0.4%	1.9%	-0.3%	-2.3%	2.4%	14.0%	8.9%	13.3%	67.6%	35.5%	19.2%	52.3%	-6.2%	Aug '26
US Small Growth	350.51	0.6%	2.2%	-4.0%	-8.0%	-1.1%	7.0%	12.9%	8.8%	69.9%	18.7%	19.2%	57.5%	-11.3%	Aug '26
US Small Value	211.02	0.00%	1.6%	-2.3%	-4.9%	3.5%	19.6%	12.4%	17.7%	73.2%	38.7%	29.8%	64.2%	-6.8%	Aug '26

Foreign Large Blend	104.06	0.4%	1.3%	-2.0%	0.0%	4.0%	13.8%	31.6%	10.1%	71.8%	52.4%	34.0%	50.1%	-4.4%	Aug '26
Foreign Growth	119.98	0.5%	1.3%	-1.3%	-0.9%	1.8%	5.4%	20.7%	6.2%	52.0%	19.2%	18.8%	38.2%	-5.6%	Aug '26
Foreign Value	79.42	0.2%	1.2%	-2.6%	0.6%	6.4%	22.5%	42.2%	14.2%	92.9%	91.3%	50.1%	62.6%	-4.4%	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	22.77		0.09%	0.2%	-0.5%	0.6%	2.2%	3.3%	3.6%	2.6%	18.9%	29.4%	5.5%	9.3%	-0.8%	Sep '26
Ultra Short- Janus AAA CLO	50.60		0%	0.1%	0.2%	1.2%	2.4%	4.9%	5.2%	3.6%	19.4%	27.9%	8.2%	8.7%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.32		0.10%	0.0%	-0.6%	1.3%	2.1%	4.2%	6.9%	2.0%	21.8%	30.0%	8.3%	12.2%	-0.7%	Sep '26
Interval CEF- Cliffwater	10.20	p	EOD	0.0%	-1.8%	-0.8%	0.8%	4.2%	8.9%	2.4%	28.7%	53.5%	9.9%	9.7%	-2.0%	Oct '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	59.47		0.6%	0.7%	-1.0%	1.1%	6.7%	15.0%	17.7%	12.2%	91.3%	108.9%	26.4%	56.0%	-2.1%	Aug '26
Int’l Min Volatility- Franklin	42.89		-0.02%	1.2%	0.9%	2.8%	8.8%	28.1%	27.1%	19.8%	92.3%	120.8%	45.8%	60.1%	NewNew Peak	Oct '26
MidCap 30 - Hennessy (hi fee)	25.16	p	EOD	-0.8%	-3.6%	-11.3%	-6.8%	5.0%	3.0%	3.7%	65.8%	96.1%	5.9%	34.9%	-15.2%	Jun '26
Small Value- Avantis	120.92		-0.02%	1.5%	-0.4%	-3.8%	3.4%	24.0%	7.4%	19.7%	70.2%	65.4%	27.4%	64.5%	-5.8%	Aug '26
Mid Value- Pacer Cash Cows	70.88		-0.3%	2.2%	3.2%	10.5%	13.0%	25.0%	9.0%	19.1%	54.2%	70.9%	24.8%	53.8%	-1.9%	Sep '26
Growth- S&P Momentum	143.15		0.8%	-1.4%	-5.9%	-4.2%	13.4%	19.6%	26.6%	20.7%	158.6%	137.0%	40.8%	75.2%	-11.3%	Jun '26
Invesco S&P Quality	84.59		0.3%	0.2%	-0.3%	-1.1%	6.6%	14.5%	13.2%	13.6%	76.2%	76.4%	21.1%	45.1%	-5.9%	Jun '26
Rotation Factor- BlackRock	69.44		0.6%	0.0%	-1.3%	2.6%	10.5%	17.8%	20.0%	14.9%	106.7%	98.8%	31.6%	61.8%	-1.8%	Oct '26
US Min Volatility- Fidelity	74.15		0.04%	1.3%	3.0%	6.6%	9.8%	14.3%	11.8%	12.4%	59.1%	58.8%	20.2%	39.2%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.35		-0.02%	0.8%	1.9%	3.2%	3.9%	8.0%	8.1%	6.4%	38.1%	43.0%	10.2%	27.0%	-0.1%	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	18.17	p	EOD	-0.4%	-0.1%	4.1%	8.4%	15.3%	6.5%	14.9%	34.5%	49.8%	20.6%	25.9%	-1.1%	Sep '26
Multistrategy- AQR	15.58	p	EOD	-0.3%	0.0%	5.2%	8.0%	14.2%	16.4%	11.2%	47.0%	85.3%	22.5%	27.7%	-0.3%	Oct '26
Long Short- AQR	22.32	p	EOD	-0.7%	-1.5%	5.9%	11.5%	14.1%	34.4%	5.5%	89.9%	196.3%	31.7%	37.1%	-1.5%	Sep '26
Mkt Neutral- BlackRock	15.93	p	EOD	-0.4%	0.0%	4.6%	12.0%	24.0%	18.3%	17.6%	75.8%	98.4%	37.7%	31.5%	-1.9%	Oct '26
Multi Strategy- Variant	25.76	p	EOD	0.1%	0.5%	1.7%	3.0%	6.2%	7.2%	4.8%	20.3%	42.4%	11.2%	10.3%	NewNew Peak	Oct '26
Long Short- First Trust	77.76		0.7%	0.3%	1.2%	3.7%	8.2%	12.3%	9.1%	10.2%	53.8%	63.2%	16.4%	31.4%	-0.4%	Oct '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)	334.76	-1.6%	-3.7%	-5.7%	-3.5%	0.9%	34.0%	66.0%	7.2%	149.2%	138.2%	81.7%	132.4%	-16.8%	May '26
Meta (Communications)	697.52	0.5%	-5.4%	-5.9%	8.4%	4.5%	-4.6%	13.1%	5.9%	128.2%	106.0%	-0.3%	37.3%	-11.3%	Aug '25
Amazon (Cyclical)	262.37	-0.10%	3.3%	1.5%	6.0%	5.0%	18.2%	5.2%	13.7%	109.6%	52.8%	15.8%	53.7%	-7.6%	Aug '26
Tesla (Cyclical)	386.47	3.4%	5.3%	3.0%	2.0%	0.0%	-12.7%	11.4%	-14.1%	82.3%	29.7%	7.2%	74.2%	-21.1%	Dec '25
Procter & Gamble (Defensive)	156.84	-1.6%	0.2%	7.4%	6.7%	11.9%	6.5%	-12.3%	11.9%	13.9%	27.2%	-1.8%	3.3%	-7.2%	Mar '25
PepsiCo (Defensive)	134.70	0.5%	4.2%	3.9%	0.8%	-11.2%	-8.5%	-1.8%	-3.3%	-6.2%	-0.5%	-1.0%	2.0%	-18.6%	Feb '26
Coca-Cola (Defensive)	92.68	-0.9%	1.0%	6.4%	13.7%	25.6%	33.6%	15.6%	35.1%	85.2%	97.4%	38.8%	41.1%	-1.3%	Oct '26
Exxon Mobil (Energy)	178.09	0.13%	0.6%	12.5%	18.1%	21.6%	62.6%	16.0%	51.0%	76.9%	238.5%	69.2%	85.2%	-0.5%	Oct '26
Chevron (Energy)	226.78	0.5%	2.1%	11.3%	19.7%	24.1%	53.3%	10.1%	53.0%	54.1%	148.0%	53.4%	76.2%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	335.19	-0.02%	0.0%	-4.3%	-2.4%	8.1%	15.0%	37.3%	6.0%	149.9%	123.9%	24.3%	59.1%	-7.8%	Aug '26
Visa (Financial)	407.85	0.3%	4.2%	10.2%	14.8%	32.1%	18.4%	11.8%	17.0%	78.8%	84.0%	16.1%	33.8%	NewNew Peak	Oct '26
Mastercard (Financial)	622.62	0.4%	3.2%	9.9%	15.8%	22.1%	9.5%	9.0%	9.8%	64.9%	80.1%	10.7%	31.1%	NewNew Peak	Oct '26
Bank of America (Financial)	50.78	0.3%	-1.2%	-12.4%	-16.6%	-4.1%	0.7%	28.0%	-6.2%	107.4%	22.6%	14.7%	49.8%	-21.2%	Aug '26
UnitedHealth (Health)	417.00	-0.5%	5.4%	10.4%	-3.8%	22.0%	17.2%	-33.1%	28.8%	-15.7%	3.2%	-14.7%	-21.6%	-27.6%	Apr '25
Johnson & Johnson (Health)	257.78	-0.6%	1.5%	-4.3%	3.4%	15.2%	37.4%	47.5%	26.6%	83.5%	81.4%	69.6%	78.5%	-7.4%	Sep '26
Eli Lilly (Health)	1270.75	-1.0%	5.1%	9.1%	8.3%	41.2%	59.9%	40.2%	18.8%	121.9%	451.4%	48.1%	76.8%	-1.0%	Oct '26
Union Pacific (Industrials)	287.87	0.09%	0.5%	6.8%	-1.3%	15.7%	29.8%	3.9%	26.3%	45.5%	39.3%	21.1%	42.9%	-6.9%	Aug '26
Honeywell (Industrials)	214.73	0.7%	3.4%	4.0%	-6.3%	-7.1%	5.9%	-6.4%	6.4%	27.5%	7.2%	6.7%	22.4%	-16.8%	Mar '26
Nvidia (IT)	221.97	2.5%	0.3%	-2.4%	7.2%	11.3%	22.8%	38.9%	19.3%	437.9%	882.5%	59.8%	131.1%	-7.2%	Oct '26
Broadcom (IT)	337.80	1.0%	-2.4%	-6.9%	-12.4%	-15.7%	-0.7%	50.6%	-1.9%	308.8%	617.7%	49.8%	119.0%	-29.6%	Jun '26
Adobe (IT)	255.06	-0.7%	6.0%	2.2%	12.3%	3.2%	-28.7%	-21.3%	-27.1%	-52.9%	-60.1%	-44.2%	-25.0%	-45.0%	Feb '25
Oracle (IT)	129.13	-1.5%	-1.1%	-12.8%	2.0%	-28.2%	-52.4%	18.1%	-32.9%	31.3%	43.5%	-27.4%	5.9%	-60.1%	Sep '25
salesforce.com (IT)	241.78	-0.3%	2.5%	2.3%	42.4%	29.8%	-7.4%	-20.2%	-8.1%	20.9%	-15.0%	-24.5%	0.4%	-31.9%	Jan '25
Linde PLC (Materials)	500.57	-0.3%	1.6%	9.4%	-0.6%	1.8%	12.7%	3.2%	18.6%	42.0%	72.1%	10.9%	23.5%	-8.1%	Jul '26
Sherwin-Williams (Materials)	337.27	0.4%	3.9%	5.0%	6.2%	1.3%	0.6%	-3.8%	4.8%	45.7%	15.0%	-2.6%	9.1%	-9.3%	Sep '25
American Tower (Real Estate)	177.64	-3.2%	-1.0%	2.8%	9.9%	3.7%	-3.9%	-0.9%	4.3%	23.4%	-25.1%	0.5%	-7.4%	-19.7%	Jul '25
Prologis Inc. (Real Estate)	127.60	0.10%	-2.2%	-6.1%	-14.2%	-8.7%	4.5%	25.1%	2.3%	37.2%	2.0%	11.2%	49.3%	-14.3%	Jul '26
NextEra Energy (Utilities)	78.28	-0.7%	-0.1%	-1.7%	-10.3%	-12.3%	-4.1%	15.5%	-0.4%	64.7%	6.8%	19.4%	27.6%	-18.8%	Apr '26
Duke Energy (Utilities)	120.67	-0.5%	0.9%	3.4%	-3.3%	-2.3%	-2.7%	12.7%	5.6%	55.2%	42.0%	13.7%	9.6%	-8.0%	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	15.64	p	EOD	0.3%	-0.8%	-0.8%	-0.1%	1.7%	9.4%	1.5%	27.1%	10.4%	9.4%	12.2%	-1.9%	Aug '26
Moderate-60% Stock	68.72		0.3%	0.5%	-1.0%	0.6%	3.7%	9.1%	16.4%	7.5%	54.6%	37.4%	21.0%	33.9%	-1.9%	Aug '26
Mod Agg-80% Stock	55.38	p	EOD	0.2%	-1.8%	0.6%	4.8%	12.0%	19.6%	10.0%	68.2%	48.4%	26.1%	44.5%	-2.6%	Aug '26
Aggressive-90% Stock	34.24	p	EOD	0.0%	-2.5%	0.0%	5.9%	15.9%	20.9%	13.1%	74.8%	50.6%	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	84549.05	1.9%	3.7%	-2.4%	27.1%	10.7%	-22.1%	-6.3%	-3.4%	184.8%	35.9%	-12.5%	10.9%	-32.2%	Oct '25
Ethereum	2487.16	1.7%	2.9%	-10.4%	29.0%	6.8%	-35.8%	-11.0%	-16.2%	55.0%	-38.7%	-8.4%	68.9%	-48.5%	Aug '25
BNB	749.75	1.2%	2.8%	-6.2%	30.7%	18.7%	-29.1%	23.1%	-13.1%	253.2%	59.1%	14.7%	35.5%	-42.8%	Oct '25
Solana	107.62	1.1%	3.4%	-9.4%	37.8%	25.1%	-42.0%	-34.2%	-13.5%	298.1%	-43.5%	-36.3%	2.0%	-58.9%	Jan '25
Bitcoin ETF	47.84	2.4%	3.5%	-2.4%	27.0%	12.5%	-24.6%	-6.4%	-3.6%	-	-	-12.5%	9.7%	-32.9%	Oct '25
Grayscale Bitcoin (hi fee)	65.22	2.4%	3.4%	-2.5%	26.7%	11.8%	-25.6%	-7.6%	-4.6%	205.4%	47.4%	-14.3%	7.6%	-33.7%	Oct '25
Bloomberg Commodities	26.12	-0.5%	-0.9%	-0.6%	7.8%	8.1%	39.1%	14.9%	33.7%	52.4%	62.9%	40.3%	55.3%	-2.6%	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	5.44	0.3%	-1.6%	2.7%	6.0%	11.0%	19.6%	1.1%	12.4%	6.9%	155.6%	14.1%	15.4%	-4.0%	Oct '26
10yr Treasury rate	5.15	0.6%	-0.8%	3.7%	11.2%	19.9%	29.9%	-9.0%	23.6%	4.5%	207.0%	13.5%	20.7%	-3.1%	Oct '26
5yr Treasury rate	4.97	0.7%	-0.4%	2.9%	13.8%	27.2%	39.7%	-15.0%	33.6%	2.3%	310.2%	13.8%	27.0%	-2.3%	Sep '26
13-week T-bill	4.06	-0.4%	-0.5%	2.0%	8.9%	12.9%	7.3%	-15.7%	14.5%	-23.3%	8026.0%	-3.7%	-2.8%	-5.2%	May '25
Crude Oil	97.86	-3.9%	2.9%	2.2%	15.3%	6.2%	69.2%	-19.9%	70.4%	10.3%	18.6%	35.4%	64.2%	-13.4%	Apr '26
Gold	4154.30	0.3%	1.1%	-5.2%	1.9%	-12.0%	1.1%	64.4%	-4.3%	108.3%	133.1%	41.5%	38.9%	-21.9%	Jan '26
USD/EUR	0.89	-0.06%	-0.3%	2.1%	1.5%	4.5%	3.3%	-11.4%	4.6%	-	3.5%	-7.0%	-2.3%	-8.8%	Jan '25
USD/JPY	158.13	-0.09%	0.1%	0.5%	-3.1%	-0.8%	4.1%	-0.4%	1.1%	-	38.9%	4.1%	8.4%	-3.5%	Jul '26
S&P 500 Volatility Index	16.68	-3.6%	-1.1%	12.2%	-2.2%	-14.5%	-6.7%	-13.8%	11.6%	-23.2%	11.1%	9.2%	-68.1%	-68.1%	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	49.91		-0.06%	0.0%	0.0%	0.1%	0.9%	2.4%	6.1%	1.6%	18.6%	19.2%	7.0%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.25		0.02%	0.9%	-0.3%	-2.8%	-2.6%	-1.4%	4.3%	-1.8%	12.3%	3.4%	1.8%	4.2%	-3.7%	Jul '26
Interm Bond- Janus MSB	42.82		-0.05%	0.4%	-1.2%	-2.7%	-3.4%	-2.2%	8.8%	-2.5%	19.5%	0.7%	5.0%	3.9%	-4.6%	Feb '26
Interm Bond- Vanguard	73.38		-0.04%	0.4%	-0.7%	-2.0%	-3.0%	-2.8%	8.5%	-2.7%	16.7%	-0.5%	4.7%	3.2%	-4.4%	Feb '26
Multisector Bond- Intrepid	8.70	p	EOD	-0.1%	-1.2%	-1.1%	0.1%	2.9%	8.2%	1.8%	27.0%	31.7%	8.4%	11.3%	-1.4%	Aug '26
Int’l Bond- JPMorgan	46.83		-0.04%	0.1%	-0.6%	-1.4%	-1.2%	-0.3%	8.2%	-0.7%	19.5%	13.4%	5.6%	6.2%	-2.5%	Feb '26
Long Bond- Vanguard	69.82		0.07%	1.1%	-2.0%	-2.6%	-4.7%	-6.4%	7.2%	-4.0%	20.6%	-14.9%	1.7%	5.2%	-6.8%	Oct '25
Long CA Muni- PIMCO	8.96	p	EOD	0.9%	-0.5%	-3.3%	-3.1%	-1.5%	4.4%	-2.0%	15.5%	3.5%	1.8%	4.6%	-4.4%	Jul '26
Long Muni- iShares	54.91		0.1%	0.8%	-0.1%	-2.9%	-2.9%	-1.8%	3.4%	-2.3%	10.5%	0.8%	1.5%	5.3%	-4.1%	Feb '26

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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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