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S&P 500

Return

77.1%

[

20.2%

annualized]

Dec 30 2022 - Feb 05 2026

-2.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.6%

[

13.4%

annualized]

Dec 30 2022 - Feb 05 2026

-1.3%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

46.4%

[

13.1%

annualized]

Dec 30 2022 - Feb 05 2026

-5.1%

Below
Peak
Jan '26

Performance Range:

As of Feb 05 03:40 PM EDT, next update at 03:50 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6798.32	-1.2%	-2.4%	-1.5%	0.0%	7.9%	12.2%	16.4%	-0.7%	64.4%	74.9%	41.7%	90.1%	-2.6%	Jan '26
DJIA (Large Value)	48927.40	-1.2%	-0.3%	-0.1%	3.4%	10.9%	9.0%	13.0%	1.8%	44.2%	57.1%	33.7%	67.5%	-1.3%	Jan '26
Russell 2000 (Small Cap)	2579.23	-1.7%	-2.8%	1.2%	4.6%	15.9%	11.4%	11.3%	3.9%	29.9%	15.5%	13.5%	52.8%	-5.1%	Jan '26
NASDAQ Comp (Tech/Growth)	22531.36	-1.6%	-4.9%	-3.7%	-4.1%	7.7%	14.4%	20.4%	-3.1%	87.7%	62.6%	42.3%	116.3%	-6.0%	Oct '25
Aggregate Bond	100.07	0.4%	-0.1%	0.0%	0.9%	2.5%	6.0%	7.2%	0.2%	11.4%	-0.7%	0.7%	17.6%	-0.3%	Jan '26
Corp Bond	110.49	0.5%	-0.2%	0.0%	0.9%	2.4%	6.4%	7.9%	0.3%	13.5%	-1.7%	-1.0%	25.5%	-1.0%	Oct '25
High Yield Bond	80.51	-0.1%	-0.6%	-0.5%	1.3%	2.8%	6.5%	8.6%	-0.1%	25.3%	19.8%	16.3%	36.1%	-0.8%	Jan '26
Preferred	31.22	-0.7%	-1.5%	-0.4%	1.4%	2.4%	4.0%	4.9%	0.8%	12.4%	9.3%	2.1%	25.3%	-2.3%	Jan '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	50.60	-2.5%	1.2%	8.6%	19.4%	15.5%	15.9%	9.9%	11.6%	28.6%	52.0%	22.7%	57.6%	-2.5%	Feb '26
Consumer Discretionary/Cyclical	117.44	-2.2%	-3.1%	-2.4%	-2.4%	7.7%	3.4%	7.4%	-1.6%	59.2%	41.9%	15.5%	73.8%	-5.7%	Jan '26
Financial Services	53.35	-1.1%	-0.4%	-5.0%	1.8%	3.9%	4.7%	14.9%	-2.6%	53.0%	88.2%	44.5%	85.9%	-5.4%	Jan '26
Real Estate	91.00	0.05%	0.3%	2.6%	2.8%	2.7%	3.2%	3.3%	2.8%	11.6%	24.3%	-7.5%	35.7%	-3.1%	Nov '24
Communication Services	116.27	-0.5%	-2.9%	-1.3%	2.8%	9.1%	14.8%	23.1%	-1.2%	106.3%	71.0%	55.0%	152.7%	-3.2%	Jan '26
Energy	52.19	-1.2%	3.3%	11.3%	20.4%	24.2%	19.6%	7.9%	16.7%	34.4%	196.0%	110.3%	45.6%	-1.2%	Feb '26
Industrials	168.19	-0.7%	1.4%	5.2%	10.2%	12.4%	24.3%	19.3%	8.4%	71.2%	104.0%	70.7%	108.7%	-0.7%	Feb '26
Technology	135.54	-1.9%	-7.7%	-6.3%	-8.0%	4.5%	16.5%	24.6%	-5.9%	95.4%	108.3%	59.4%	138.3%	-10.7%	Oct '25
Consumer Staples/Defensive	86.95	-0.05%	5.9%	12.4%	15.4%	9.7%	12.9%	1.5%	11.9%	28.4%	50.7%	25.4%	40.3%	New Peak	Feb '26
Healthcare	154.88	-0.7%	0.7%	-0.1%	6.8%	17.9%	6.2%	14.5%	0.1%	22.7%	45.0%	18.5%	34.1%	-3.0%	Jan '26
Utilities	43.21	0.3%	-0.3%	1.2%	-2.0%	1.5%	13.4%	16.0%	1.2%	39.5%	58.2%	37.6%	55.3%	-6.3%	Oct '25

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	143.26	-1.2%	-2.3%	-0.3%	2.8%	11.3%	19.5%	22.4%	1.2%	64.5%	65.6%	44.6%	96.4%	-2.6%	Jan '26
MSCI Emerging Markets	58.45	-0.6%	-3.3%	2.8%	7.6%	21.4%	39.0%	34.0%	6.8%	54.0%	16.9%	31.0%	84.6%	-3.8%	Jan '26
FTSE Europe	86.94	-1.2%	-1.6%	2.0%	9.7%	15.5%	31.8%	35.8%	4.0%	57.4%	66.0%	44.0%	111.0%	-2.2%	Jan '26
MSCI Japan	86.28	-1.4%	0.2%	3.8%	8.1%	19.3%	30.6%	25.9%	6.9%	62.5%	40.7%	42.4%	94.0%	-1.4%	Feb '26
MSCI India	52.99	-0.8%	2.7%	-2.4%	-2.4%	1.1%	3.3%	2.7%	-2.0%	33.5%	35.1%	14.8%	31.9%	-9.8%	Sep '24
MSCI China	60.05	-0.4%	-6.5%	-4.2%	-4.1%	5.1%	26.7%	31.0%	0.0%	23.8%	-27.2%	6.1%	62.4%	-9.3%	Oct '25
International Bond	48.55	0.1%	-0.2%	0.4%	0.0%	1.0%	2.4%	2.9%	0.5%	13.1%	0.1%	1.9%	18.0%	-0.3%	Oct '25
iShares Latin America	35.20	-1.0%	-4.0%	11.9%	20.7%	43.4%	59.6%	52.7%	15.6%	69.7%	75.0%	100.2%	79.6%	-4.1%	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	623.28	-1.2%	-2.3%	-1.5%	0.3%	8.6%	13.6%	17.8%	-0.6%	71.4%	87.8%	50.3%	99.2%	-2.6%	Jan '26
US Large Growth	445.99	-1.8%	-5.0%	-5.8%	-7.0%	2.3%	9.1%	18.3%	-5.8%	90.2%	83.0%	48.6%	118.3%	-9.2%	Oct '25
US Large Value	220.89	-0.8%	0.3%	2.9%	8.7%	14.6%	15.7%	15.7%	5.0%	46.2%	71.5%	42.0%	72.3%	-0.8%	Feb '26

US MidCap Blend	293.83	-1.4%	-1.7%	-0.8%	2.2%	4.0%	7.6%	11.6%	1.2%	38.4%	45.5%	23.6%	64.8%	-2.5%	Jan '26
US MidCap Growth	265.95	-2.0%	-5.4%	-6.6%	-7.2%	-7.5%	-2.2%	10.7%	-4.7%	35.9%	23.0%	8.9%	60.7%	-10.6%	Oct '25
US MidCap Value	187.14	-1.0%	0.8%	3.4%	9.4%	12.9%	15.2%	12.1%	5.5%	37.5%	67.2%	36.3%	64.8%	-1.0%	Feb '26

US Small Blend	268.73	-1.3%	-1.4%	1.4%	6.2%	12.1%	8.7%	8.9%	4.2%	35.8%	36.3%	25.5%	62.8%	-3.2%	Jan '26
US Small Growth	324.91	-2.1%	-5.2%	-2.5%	-0.4%	11.3%	8.5%	12.9%	0.6%	36.9%	2.7%	12.8%	60.1%	-8.1%	Jan '26
US Small Value	194.46	-1.7%	-0.7%	5.0%	10.5%	22.1%	17.1%	12.4%	7.3%	31.9%	44.6%	25.3%	57.8%	-2.3%	Jan '26

Foreign Large Blend	100.48	-1.3%	-1.2%	2.4%	8.7%	15.7%	30.1%	31.6%	4.6%	55.0%	57.3%	43.6%	99.5%	-1.6%	Jan '26
Foreign Growth	116.62	-1.2%	-3.3%	-0.5%	3.2%	9.4%	16.7%	20.7%	2.4%	33.8%	24.3%	13.2%	71.5%	-4.2%	Jan '26
Foreign Value	76.33	-1.4%	0.6%	5.2%	14.0%	21.7%	43.6%	42.2%	6.9%	77.6%	94.8%	79.0%	129.7%	-1.4%	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	23.07		-0.4%	-1.3%	-1.7%	-1.4%	-1.2%	1.4%	3.6%	-1.5%	21.4%	27.5%	23.4%	29.1%	-2.3%	Jan '26
Ultra Short- Janus AAA CLO	50.63		-0.13%	-0.4%	0.1%	1.0%	2.3%	4.5%	5.2%	0.1%	21.2%	24.6%	23.4%	25.7%	-0.4%	Jan '26
Bank Loan- Invesco	20.63		-0.07%	-0.5%	-1.4%	0.2%	1.9%	5.0%	6.9%	-1.3%	23.9%	27.0%	25.3%	31.6%	-1.6%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.0%	0.4%	1.8%	3.8%	8.2%	8.9%	0.5%	37.0%	60.9%	47.9%	41.2%	New Peak	Jan '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	53.66		-1.3%	-2.6%	-0.9%	2.4%	8.5%	14.4%	17.7%	0.6%	76.0%	124.1%	87.5%	107.1%	-2.6%	Jan '26
Int’l Min Volatility- Franklin	39.43		-0.7%	2.6%	6.0%	12.9%	21.6%	32.1%	27.1%	7.1%	76.6%	124.4%	91.0%	105.0%	-0.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.48	p	EOD	-0.5%	1.1%	6.3%	14.8%	3.9%	3.0%	5.0%	74.7%	120.0%	96.0%	101.5%	-3.0%	Jan '26
Small Value- Avantis	111.76		-1.2%	1.8%	6.8%	14.7%	21.8%	15.4%	7.4%	9.6%	40.3%	88.5%	48.3%	70.2%	-1.2%	Feb '26
Mid Value- Pacer Cash Cows	62.83		-0.6%	1.2%	3.1%	9.7%	14.6%	10.6%	9.0%	4.4%	33.8%	91.3%	44.3%	56.1%	-0.6%	Feb '26
Growth- S&P Momentum	116.00		-0.9%	-3.8%	-3.7%	-2.9%	1.5%	14.7%	26.6%	-2.8%	118.1%	124.2%	88.8%	132.1%	-6.4%	Oct '25
Invesco S&P Quality	77.92		-0.3%	-0.7%	2.2%	6.0%	10.4%	12.1%	13.2%	3.8%	73.1%	92.7%	54.5%	103.6%	-0.9%	Feb '26
Rotation Factor- BlackRock	60.26		-1.0%	-2.5%	-1.7%	-0.1%	9.1%	15.0%	20.0%	-0.9%	92.0%	100.7%	67.5%	127.0%	-2.7%	Feb '26
US Min Volatility- Fidelity	67.89		-0.9%	-0.2%	1.6%	3.7%	8.7%	9.9%	11.8%	1.7%	49.5%	68.7%	38.4%	68.8%	-1.1%	Feb '26
Derivative Income- JPMorgan	58.29		-0.5%	-0.4%	1.4%	4.7%	7.7%	6.9%	8.1%	1.8%	34.5%	58.1%	31.9%	50.6%	-0.6%	Jan '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	15.95	p	EOD	0.2%	0.1%	1.5%	1.7%	5.6%	6.5%	0.9%	27.8%	32.5%	30.6%	30.2%	-0.8%	Aug '25
Multistrategy- AQR	14.30	p	EOD	-0.6%	1.5%	3.2%	9.3%	15.0%	16.4%	2.1%	46.1%	79.6%	67.7%	49.8%	-0.6%	Jan '26
Long Short- AQR	21.01	p	EOD	0.6%	-0.8%	5.4%	13.8%	26.5%	34.4%	-0.7%	110.5%	221.7%	156.3%	144.5%	-1.3%	Dec '25
Mkt Neutral- BlackRock	14.64	p	EOD	-0.5%	-0.3%	4.5%	9.9%	14.7%	18.3%	0.4%	60.7%	69.2%	69.7%	70.3%	-1.5%	Feb '26
Multi Strategy- Variant	26.33	p	EOD	0.2%	-0.1%	1.2%	3.2%	6.4%	7.2%	0.0%	22.0%	48.0%	33.8%	25.5%	-0.1%	Jan '26
Long Short- First Trust	70.84		-0.7%	-1.5%	-0.6%	-0.5%	7.6%	5.9%	9.1%	-0.2%	47.6%	62.0%	43.3%	58.5%	-1.8%	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)	330.16	-0.9%	-2.4%	4.3%	16.2%	69.9%	73.2%	66.0%	5.5%	217.5%	218.5%	129.4%	241.0%	-3.9%	Feb '26
Meta (Communications)	673.12	0.6%	-8.8%	2.2%	5.9%	-11.7%	-4.2%	13.1%	2.0%	263.4%	152.8%	100.2%	431.6%	-14.7%	Aug '25
Amazon (Cyclical)	222.49	-4.5%	-8.0%	-4.5%	-11.1%	4.1%	-5.8%	5.2%	-3.6%	115.2%	32.7%	30.6%	97.1%	-12.4%	Nov '25
Tesla (Cyclical)	393.59	-3.1%	-5.5%	-12.9%	-14.8%	27.5%	4.1%	11.4%	-12.5%	107.2%	38.6%	-1.6%	81.2%	-19.7%	Dec '25
Procter & Gamble (Defensive)	159.13	1.4%	6.2%	13.4%	9.2%	6.5%	-3.9%	-12.3%	11.0%	19.6%	38.3%	8.0%	38.9%	-9.1%	Dec '24
PepsiCo (Defensive)	167.60	0.9%	12.7%	19.8%	18.5%	22.5%	19.7%	-1.8%	16.8%	9.4%	38.7%	9.8%	9.9%	-6.3%	May '23
Coca-Cola (Defensive)	78.65	1.7%	7.1%	15.8%	15.6%	15.6%	28.3%	15.6%	12.5%	43.9%	84.1%	49.4%	57.2%	New Peak	Feb '26
Exxon Mobil (Energy)	145.88	-1.2%	3.8%	16.4%	29.4%	38.5%	37.6%	16.0%	21.2%	44.5%	257.3%	164.6%	65.6%	-1.2%	Feb '26
Chevron (Energy)	179.69	-0.8%	5.0%	9.7%	19.0%	20.0%	22.9%	10.1%	17.9%	20.3%	149.0%	77.1%	30.3%	-0.8%	Feb '26
JPMorgan Chase (Financial)	309.50	-2.4%	1.0%	-6.9%	-0.3%	7.2%	16.8%	37.3%	-3.5%	135.5%	154.7%	113.6%	223.1%	-7.5%	Jan '26
Visa (Financial)	329.80	-0.05%	-0.6%	-6.8%	-2.8%	-1.9%	-5.0%	11.8%	-6.0%	46.6%	63.8%	53.5%	89.7%	-11.3%	Jun '25
Mastercard (Financial)	551.68	-0.3%	1.5%	-2.8%	-0.1%	-2.3%	-2.0%	9.0%	-3.2%	50.1%	67.6%	52.5%	98.4%	-7.6%	Aug '25
Bank of America (Financial)	54.96	-0.8%	3.5%	-3.4%	5.3%	21.9%	19.4%	28.0%	-0.1%	63.2%	91.6%	31.7%	100.3%	-4.0%	Jan '26
UnitedHealth (Health)	268.22	-2.8%	-8.2%	-21.6%	-17.6%	8.3%	-49.1%	-33.1%	-18.7%	-40.0%	-10.3%	-42.9%	-43.2%	-55.9%	Nov '24
Johnson & Johnson (Health)	238.10	1.5%	4.8%	16.5%	28.8%	41.4%	58.6%	47.5%	15.1%	58.5%	66.9%	56.1%	61.4%	New Peak	Feb '26
Eli Lilly (Health)	1017.26	-8.1%	-0.7%	-2.3%	10.0%	33.3%	21.7%	40.2%	-5.3%	207.2%	431.3%	288.6%	221.8%	-8.3%	Nov '25
Union Pacific (Industrials)	251.11	0.5%	7.5%	8.3%	16.2%	14.0%	5.2%	3.9%	8.6%	28.1%	37.5%	11.2%	41.1%	New Peak	Feb '26
Honeywell (Industrials)	234.40	-0.4%	3.2%	16.6%	19.7%	13.8%	14.3%	-6.4%	20.1%	30.9%	35.7%	30.9%	54.3%	-0.4%	Feb '26
Nvidia (IT)	172.39	-1.0%	-10.5%	-8.4%	-11.7%	-3.3%	38.1%	38.9%	-7.6%	717.8%	1172.0%	473.4%	1400.9%	-16.7%	Oct '25
Broadcom (IT)	307.95	-0.03%	-6.9%	-10.3%	-14.1%	5.5%	33.9%	50.6%	-11.0%	438.9%	634.6%	401.2%	654.3%	-25.3%	Dec '25
Adobe (IT)	269.76	-3.6%	-7.5%	-18.6%	-19.6%	-20.4%	-38.4%	-21.3%	-22.9%	-28.9%	-45.2%	-52.2%	-5.7%	-57.5%	Feb '24
Oracle (IT)	136.24	-7.1%	-19.4%	-29.1%	-45.4%	-46.5%	-19.8%	18.1%	-29.9%	57.6%	129.4%	64.1%	122.3%	-58.3%	Sep '25
salesforce.com (IT)	189.89	-4.8%	-11.3%	-25.9%	-24.7%	-23.0%	-45.1%	-20.2%	-28.3%	12.4%	-19.5%	-24.8%	35.1%	-48.0%	Dec '24
Linde PLC (Materials)	461.13	-2.6%	1.3%	6.5%	10.7%	-1.2%	3.0%	3.2%	8.1%	48.2%	92.0%	43.8%	77.2%	-4.3%	Sep '25
Sherwin-Williams (Materials)	361.83	-1.9%	2.0%	8.9%	8.0%	3.2%	0.2%	-3.8%	11.7%	53.8%	58.4%	10.7%	85.0%	-8.7%	Nov '24
American Tower (Real Estate)	172.24	-2.4%	-5.0%	-2.3%	-3.1%	-16.5%	-4.9%	-0.9%	-1.9%	-14.2%	-14.4%	-31.7%	4.5%	-25.4%	Sep '24
Prologis Inc. (Real Estate)	136.57	1.3%	4.7%	5.3%	11.2%	29.7%	19.1%	25.1%	7.0%	14.1%	47.2%	-6.6%	50.5%	New Peak	Feb '26
NextEra Energy (Utilities)	89.55	-0.5%	1.6%	10.1%	9.8%	27.6%	33.4%	15.5%	11.5%	30.9%	21.7%	8.9%	35.0%	-0.5%	Feb '26
Duke Energy (Utilities)	123.63	1.2%	2.3%	5.8%	0.8%	1.4%	12.5%	12.7%	5.5%	38.4%	58.7%	39.8%	63.6%	-3.4%	Oct '25

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	15.89	p	EOD	-0.4%	0.4%	1.5%	4.3%	8.4%	9.4%	0.8%	21.3%	10.8%	9.1%	30.7%	-0.4%	Jan '26
Moderate-60% Stock	65.85		-0.6%	-1.2%	0.3%	2.7%	8.4%	15.0%	16.4%	1.3%	41.9%	38.6%	27.2%	61.5%	-1.3%	Jan '26
Mod Agg-80% Stock	52.03	p	EOD	-0.9%	1.2%	4.2%	11.2%	18.8%	19.6%	2.6%	53.4%	51.0%	36.2%	78.9%	-1.0%	Jan '26
Aggressive-90% Stock	31.22	p	EOD	-1.3%	1.5%	4.9%	13.0%	20.3%	20.9%	3.1%	54.6%	52.9%	35.6%	81.1%	-1.4%	Jan '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	63314.30	-13.3%	-25.1%	-32.6%	-39.1%	-44.5%	-34.5%	-6.3%	-27.6%	170.0%	66.0%	36.3%	230.5%	-49.2%	Oct '25
Ethereum	1849.70	-13.7%	-34.4%	-42.7%	-46.0%	-48.8%	-33.6%	-11.0%	-37.7%	11.1%	7.6%	-50.8%	42.8%	-61.7%	Aug '25
BNB	622.89	-10.7%	-28.2%	-31.6%	-35.1%	-17.5%	9.3%	23.1%	-27.8%	87.5%	818.1%	21.6%	129.9%	-52.5%	Oct '25
Solana	78.29	-14.9%	-33.4%	-43.3%	-51.8%	-52.3%	-60.1%	-34.2%	-37.1%	217.2%	1071.8%	-54.0%	151.2%	-70.1%	Jan '25
Bitcoin ETF	36.13	-13.1%	-24.1%	-32.4%	-38.7%	-44.0%	-34.7%	-6.4%	-27.2%	-	-	-	-	-49.3%	Oct '25
Grayscale Bitcoin (hi fee)	49.69	-13.2%	-24.2%	-32.5%	-38.9%	-44.4%	-35.5%	-7.6%	-27.3%	346.5%	45.2%	60.5%	390.7%	-49.5%	Oct '25
Bloomberg Commodities	20.92	-1.5%	-6.3%	5.1%	9.9%	18.8%	16.7%	14.9%	7.1%	24.8%	62.8%	36.0%	18.0%	-6.3%	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	4.86	-1.1%	0.2%	0.2%	2.7%	2.0%	4.7%	1.1%	0.5%	34.0%	146.3%	141.2%	25.2%	-4.7%	Oct '23
10yr Treasury rate	4.21	-1.5%	-0.4%	1.1%	1.3%	0.3%	-4.8%	-9.0%	1.1%	19.2%	259.8%	158.6%	7.9%	-15.6%	Oct '23
5yr Treasury rate	3.75	-2.2%	-1.4%	1.1%	-0.4%	-0.3%	-11.6%	-15.0%	0.8%	2.3%	703.0%	174.7%	-8.8%	-24.4%	Oct '23
13-week T-bill	3.58	-0.5%	-0.1%	1.8%	-5.5%	-13.8%	-15.0%	-15.7%	0.9%	-20.9%	15456.5%	6650.9%	1.3%	-33.1%	Oct '23
Crude Oil	63.38	-2.7%	-3.1%	8.7%	6.3%	-2.7%	-10.8%	-19.9%	10.4%	-13.6%	11.5%	-16.7%	-27.4%	-32.3%	Sep '23
Gold	4849.00	-1.5%	-8.8%	9.3%	21.8%	43.4%	68.9%	64.5%	12.1%	160.3%	167.8%	169.5%	190.3%	-8.8%	Jan '26
EUR/USD	1.18	-0.2%	-1.6%	0.7%	2.6%	1.8%	13.7%	12.9%	0.4%	8.1%	-1.5%	3.7%	21.4%	-1.9%	Jan '26
USD/JPY	156.97	0.8%	2.5%	0.0%	2.2%	6.4%	1.8%	-0.4%	0.4%	21.9%	48.7%	36.3%	7.0%	-2.9%	Jul '24
S&P 500 Volatility Index	21.19	13.7%	25.5%	42.2%	17.7%	18.7%	34.4%	-13.8%	41.7%	15.6%	1.5%	27.7%	-36.9%	-59.5%	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	51.06		0.1%	0.2%	0.4%	1.5%	2.6%	5.9%	6.1%	0.5%	19.7%	18.5%	17.8%	23.1%	New Peak	Feb '26
Interm Muni- JPMorgan	50.88		0.11%	0.2%	0.6%	1.3%	4.5%	4.2%	4.3%	0.7%	10.5%	5.8%	5.1%	16.7%	New Peak	Feb '26
Interm Bond- Janus MSB	45.81		0.4%	-0.4%	0.1%	1.4%	4.0%	7.6%	8.8%	0.3%	13.2%	3.0%	3.8%	20.7%	-0.4%	Jan '26
Interm Bond- Vanguard	77.88		0.5%	0.0%	-0.2%	0.9%	2.3%	7.1%	8.5%	0.0%	13.2%	-0.1%	2.1%	19.9%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.01	p	EOD	-0.1%	0.3%	1.7%	3.9%	7.5%	8.2%	0.5%	30.1%	38.1%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	49.00		0.12%	-0.4%	0.3%	1.2%	2.8%	7.2%	8.2%	0.6%	18.1%	14.6%	14.4%	28.6%	-0.4%	Jan '26
Long Bond- Vanguard	76.18		0.6%	-0.3%	0.1%	0.4%	2.3%	5.3%	7.2%	0.4%	9.0%	-10.6%	-11.2%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	0.2%	0.4%	0.6%	4.5%	2.8%	3.3%	0.5%	9.6%	1.8%	0.7%	15.8%	New Peak	Feb '26
Long Muni- iShares	57.94		0.2%	0.2%	0.7%	1.6%	5.4%	4.4%	3.4%	0.8%	9.1%	3.0%	2.8%	14.8%	New Peak	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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