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S&P 500

Return

72.0%

[

18.2%

annualized]

Dec 30 2022 - Mar 25 2026

-5.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.3%

[

11.0%

annualized]

Dec 30 2022 - Mar 25 2026

-7.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

44.0%

[

11.9%

annualized]

Dec 30 2022 - Mar 25 2026

-6.7%

Below
Peak
Jan '26

Performance Range:

As of Mar 25 02:20 PM EDT, next update at 02:30 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	6605.05	0.7%	-0.3%	-4.9%	-4.7%	0.0%	14.3%	16.4%	-3.5%	66.3%	68.9%	37.7%	84.7%	-5.4%	Jan '26
DJIA (Large Value)	46495.48	0.8%	0.6%	-6.0%	-4.6%	1.2%	9.2%	13.0%	-3.3%	44.2%	42.5%	27.1%	59.2%	-7.4%	Feb '26
Russell 2000 (Small Cap)	2535.94	1.2%	2.3%	-4.8%	-0.5%	5.2%	21.0%	11.3%	2.2%	46.2%	16.2%	11.6%	50.3%	-6.7%	Jan '26
NASDAQ Comp (Tech/Growth)	21971.01	1.0%	-0.8%	-5.1%	-7.0%	-1.8%	20.2%	20.4%	-5.5%	85.8%	69.3%	38.8%	110.9%	-8.3%	Oct '25
Aggregate Bond	99.11	0.4%	-0.3%	-1.6%	-0.6%	0.7%	4.4%	7.2%	-0.5%	10.1%	0.7%	0.0%	16.8%	-1.9%	Feb '26
Corp Bond	108.83	0.5%	0.1%	-2.2%	-1.3%	-0.2%	4.6%	7.9%	-0.9%	12.9%	0.8%	-2.1%	24.1%	-2.2%	Feb '26
High Yield Bond	79.47	0.4%	0.1%	-1.3%	-1.0%	0.6%	5.6%	8.6%	-0.9%	28.2%	19.6%	15.3%	35.0%	-1.6%	Jan '26
Preferred	30.61	0.6%	-0.2%	-3.4%	-1.5%	-1.6%	3.0%	4.9%	-1.0%	22.1%	6.8%	0.2%	23.0%	-4.1%	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	49.40	2.0%	1.9%	-6.9%	7.8%	13.1%	15.9%	9.9%	8.9%	35.8%	39.7%	19.8%	53.8%	-7.9%	Feb '26
Consumer Discretionary/Cyclical	110.96	1.2%	0.4%	-5.2%	-9.5%	-5.9%	8.4%	7.4%	-7.1%	60.3%	40.0%	9.2%	64.2%	-10.9%	Jan '26
Financial Services	49.38	0.2%	0.8%	-4.8%	-11.4%	-7.3%	-1.1%	14.9%	-9.9%	66.3%	58.3%	33.8%	72.1%	-12.5%	Jan '26
Real Estate	88.05	0.2%	-4.3%	-7.2%	-0.8%	-1.4%	1.0%	3.3%	-0.5%	24.8%	15.9%	-10.5%	31.3%	-8.2%	Mar '26
Communication Services	111.46	0.3%	-1.9%	-4.3%	-5.6%	-4.4%	12.6%	23.1%	-5.3%	102.6%	59.9%	48.6%	142.3%	-7.2%	Jan '26
Energy	60.76	-0.12%	4.0%	10.7%	37.0%	34.5%	33.7%	7.9%	35.9%	70.9%	194.8%	144.8%	69.5%	-0.1%	Mar '26
Industrials	165.68	1.0%	0.3%	-5.6%	5.2%	9.9%	24.5%	19.3%	6.8%	78.3%	84.4%	68.1%	105.6%	-7.4%	Mar '26
Technology	137.21	0.8%	-0.5%	-4.1%	-6.2%	-1.1%	26.2%	24.6%	-4.7%	91.7%	120.1%	61.3%	141.3%	-9.6%	Oct '25
Consumer Staples/Defensive	81.54	0.5%	-1.3%	-8.4%	4.4%	5.7%	5.9%	1.5%	5.0%	20.6%	37.2%	17.6%	31.6%	-9.4%	Feb '26
Healthcare	146.40	1.1%	-0.5%	-7.2%	-6.0%	9.6%	2.2%	14.5%	-5.4%	20.4%	37.6%	12.0%	26.7%	-8.6%	Feb '26
Utilities	45.44	0.8%	-2.8%	-4.1%	6.1%	7.2%	20.6%	16.0%	6.4%	50.6%	65.9%	44.8%	63.3%	-4.8%	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	139.59	1.1%	-0.1%	-6.1%	-2.2%	3.1%	18.5%	22.4%	-1.3%	67.2%	62.6%	40.9%	91.4%	-6.1%	Feb '26
MSCI Emerging Markets	57.58	1.9%	0.0%	-9.0%	5.8%	10.6%	32.1%	34.0%	5.3%	60.4%	24.7%	29.1%	81.8%	-9.0%	Feb '26
FTSE Europe	81.93	1.7%	-0.4%	-9.5%	-2.1%	5.8%	16.6%	35.8%	-2.0%	54.5%	53.7%	35.7%	98.8%	-9.5%	Feb '26
MSCI Japan	84.91	2.0%	0.9%	-8.1%	4.8%	9.5%	23.9%	25.9%	5.2%	62.5%	38.6%	40.2%	90.9%	-9.6%	Feb '26
MSCI India	47.42	2.2%	-0.6%	-10.1%	-12.2%	-9.7%	-8.9%	2.7%	-12.3%	24.1%	22.9%	2.7%	18.0%	-19.3%	Sep '24
MSCI China	56.65	1.8%	-1.0%	-6.6%	-6.5%	-11.4%	5.3%	31.0%	-5.7%	25.7%	-20.1%	0.1%	53.2%	-14.4%	Oct '25
International Bond	48.10	0.6%	0.0%	-1.7%	-0.5%	0.3%	3.1%	2.9%	-0.3%	11.1%	0.4%	1.1%	17.1%	-2.0%	Feb '26
iShares Latin America	34.90	2.8%	3.6%	-6.5%	14.1%	25.6%	50.9%	52.7%	14.6%	82.1%	86.0%	98.5%	78.1%	-6.5%	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	606.79	0.7%	-0.3%	-4.8%	-4.4%	0.6%	15.8%	17.8%	-3.2%	73.2%	81.3%	46.3%	93.9%	-5.1%	Jan '26
US Large Growth	433.14	0.9%	-0.9%	-5.5%	-9.9%	-6.3%	14.2%	18.3%	-8.5%	85.7%	87.8%	44.4%	112.0%	-11.8%	Oct '25
US Large Value	215.22	0.7%	0.5%	-4.4%	1.3%	7.4%	15.2%	15.7%	2.3%	55.1%	57.5%	38.4%	67.9%	-4.6%	Feb '26

US MidCap Blend	291.53	0.7%	0.5%	-4.3%	-0.9%	1.5%	11.8%	11.6%	0.5%	51.1%	43.4%	22.6%	63.5%	-5.1%	Feb '26
US MidCap Growth	264.07	0.9%	-0.4%	-4.7%	-7.2%	-8.3%	4.5%	10.7%	-5.4%	44.5%	30.0%	8.1%	59.6%	-11.3%	Oct '25
US MidCap Value	185.76	0.5%	1.3%	-4.0%	3.6%	8.9%	16.8%	12.1%	4.7%	54.3%	53.6%	35.3%	63.6%	-4.5%	Feb '26

US Small Blend	266.17	1.0%	1.4%	-4.3%	1.1%	6.1%	17.2%	8.9%	3.2%	53.2%	35.7%	24.3%	61.2%	-4.9%	Feb '26
US Small Growth	321.78	1.5%	2.0%	-5.0%	-3.4%	2.0%	20.0%	12.9%	-0.4%	50.7%	12.9%	11.7%	58.6%	-9.0%	Jan '26
US Small Value	191.12	1.1%	2.9%	-4.3%	3.2%	9.8%	24.9%	12.4%	5.5%	52.5%	33.7%	23.1%	55.1%	-4.9%	Feb '26

Foreign Large Blend	96.89	1.7%	0.2%	-8.3%	0.5%	7.3%	19.3%	31.6%	0.9%	55.1%	49.8%	38.4%	92.4%	-8.3%	Feb '26
Foreign Growth	112.41	1.8%	0.1%	-8.9%	-2.0%	2.0%	11.3%	20.7%	-1.3%	31.6%	22.8%	9.1%	65.3%	-8.9%	Feb '26
Foreign Value	73.61	1.6%	0.5%	-7.9%	2.9%	12.7%	27.5%	42.2%	3.1%	81.3%	79.4%	72.7%	121.5%	-7.9%	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	22.97		0.1%	-0.1%	0.9%	-1.8%	-1.4%	2.1%	3.6%	-1.4%	24.0%	27.2%	23.6%	29.2%	-2.2%	Jan '26
Ultra Short- Janus AAA CLO	50.60		0.02%	0.3%	0.1%	0.6%	1.9%	5.0%	5.2%	0.4%	21.7%	24.7%	23.8%	26.1%	-0.1%	Jan '26
Bank Loan- Invesco	20.49		0.2%	-0.2%	0.3%	-1.3%	0.7%	5.0%	6.9%	-1.5%	26.5%	27.6%	25.1%	31.3%	-1.7%	Jan '26
Interval CEF- Cliffwater	10.55	p	EOD	0.2%	0.5%	1.2%	3.3%	7.8%	8.9%	1.1%	36.9%	60.0%	48.8%	42.0%	New Peak	Mar '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	51.87		0.8%	-0.1%	-5.7%	-3.8%	1.1%	15.8%	17.7%	-2.8%	79.1%	101.7%	81.3%	100.2%	-6.0%	Feb '26
Int’l Min Volatility- Franklin	39.85		1.3%	-0.3%	-3.9%	8.5%	17.8%	27.3%	27.1%	8.2%	82.2%	111.2%	93.0%	107.2%	-4.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.15	p	EOD	1.3%	-5.0%	-2.4%	1.9%	9.3%	3.0%	-0.5%	73.0%	95.1%	85.8%	91.0%	-8.8%	Feb '26
Small Value- Avantis	110.64		0.7%	3.9%	-3.1%	6.6%	11.7%	25.5%	7.4%	8.5%	63.2%	69.1%	46.8%	68.5%	-4.2%	Feb '26
Mid Value- Pacer Cash Cows	62.45		0.5%	0.5%	-2.7%	2.9%	10.8%	14.9%	9.0%	3.8%	47.5%	70.7%	43.4%	55.2%	-3.8%	Feb '26
Growth- S&P Momentum	115.68		0.7%	-0.3%	-4.0%	-4.7%	-3.6%	19.6%	26.6%	-3.0%	125.5%	137.5%	88.3%	131.5%	-6.6%	Oct '25
Invesco S&P Quality	76.73		0.6%	1.0%	-4.9%	0.5%	6.3%	14.9%	13.2%	2.2%	73.3%	89.4%	52.1%	100.5%	-5.2%	Feb '26
Rotation Factor- BlackRock	59.11		0.6%	0.0%	-4.5%	-4.2%	1.0%	18.5%	20.0%	-2.8%	94.1%	95.2%	64.3%	122.6%	-4.6%	Feb '26
US Min Volatility- Fidelity	64.96		0.6%	-0.5%	-4.5%	-3.6%	-0.1%	7.7%	11.8%	-2.7%	46.4%	60.5%	32.4%	61.5%	-5.4%	Feb '26
Derivative Income- JPMorgan	56.85		0.5%	0.1%	-3.9%	-0.6%	3.6%	6.6%	8.1%	-0.1%	34.5%	50.4%	29.4%	47.7%	-4.5%	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	16.52	p	EOD	0.7%	3.6%	4.3%	3.6%	9.1%	6.5%	4.5%	31.4%	38.8%	35.3%	34.8%	-0.5%	Mar '26
Multistrategy- AQR	14.40	p	EOD	-0.6%	-1.3%	2.9%	6.1%	11.7%	16.4%	2.8%	49.2%	75.7%	68.8%	50.9%	-1.4%	Feb '26
Long Short- AQR	20.56	p	EOD	0.0%	-2.3%	-3.2%	5.7%	18.4%	34.4%	-2.8%	110.3%	179.1%	150.9%	139.2%	-3.4%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	1.5%	2.7%	4.1%	8.3%	18.0%	18.3%	4.5%	67.6%	70.6%	76.6%	77.2%	New Peak	Mar '26
Multi Strategy- Variant	26.62	p	EOD	0.2%	0.6%	1.3%	3.6%	6.7%	7.2%	1.1%	22.2%	47.4%	35.3%	26.8%	New Peak	Mar '26
Long Short- First Trust	70.39		0.3%	1.3%	-1.9%	-1.9%	1.6%	10.2%	9.1%	-0.9%	47.3%	64.6%	42.4%	57.4%	-2.4%	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)	290.33	-0.04%	-5.6%	-7.2%	-7.6%	18.2%	70.7%	66.0%	-7.2%	177.4%	187.9%	101.8%	199.8%	-15.5%	Feb '26
Meta (Communications)	596.95	0.7%	-3.0%	-8.7%	-10.6%	-20.2%	-4.5%	13.1%	-9.6%	191.8%	115.7%	77.6%	371.5%	-24.3%	Aug '25
Amazon (Cyclical)	211.73	2.2%	0.9%	0.5%	-8.9%	-2.9%	2.9%	5.2%	-8.3%	115.8%	39.0%	24.3%	87.5%	-16.6%	Nov '25
Tesla (Cyclical)	388.35	1.4%	-1.1%	-7.0%	-20.0%	-8.3%	34.8%	11.4%	-13.6%	104.0%	81.9%	-2.9%	78.8%	-20.7%	Dec '25
Procter & Gamble (Defensive)	143.88	0.5%	-1.9%	-11.9%	0.3%	-4.1%	-9.2%	-12.3%	1.1%	5.9%	22.3%	-1.7%	26.5%	-17.2%	Dec '24
PepsiCo (Defensive)	151.25	0.4%	-1.5%	-9.8%	6.2%	10.1%	8.1%	-1.8%	6.3%	-6.6%	26.5%	0.0%	0.1%	-14.7%	May '23
Coca-Cola (Defensive)	75.49	1.1%	-0.6%	-6.2%	7.7%	15.2%	12.1%	15.6%	8.0%	34.6%	67.3%	43.4%	50.9%	-7.4%	Feb '26
Exxon Mobil (Energy)	164.11	-0.8%	4.1%	10.1%	38.6%	44.2%	45.6%	16.0%	37.3%	75.6%	253.8%	199.7%	87.6%	-0.8%	Mar '26
Chevron (Energy)	205.84	-0.5%	3.6%	11.7%	38.1%	30.8%	29.6%	10.1%	36.4%	49.8%	141.3%	104.8%	50.7%	-0.5%	Mar '26
JPMorgan Chase (Financial)	294.77	0.8%	2.4%	-2.8%	-10.0%	-5.1%	19.8%	37.3%	-8.1%	153.4%	119.4%	103.4%	207.7%	-11.9%	Jan '26
Visa (Financial)	305.39	0.5%	2.1%	-2.4%	-13.8%	-8.4%	-10.7%	11.8%	-12.7%	41.3%	52.3%	42.4%	76.0%	-17.7%	Jun '25
Mastercard (Financial)	502.91	0.8%	3.0%	-1.3%	-13.1%	-11.1%	-7.2%	9.0%	-11.8%	45.5%	44.4%	39.0%	80.9%	-15.8%	Aug '25
Bank of America (Financial)	48.67	1.1%	3.9%	-5.3%	-13.0%	-5.1%	15.0%	28.0%	-11.0%	93.9%	45.9%	17.3%	78.4%	-14.5%	Jan '26
UnitedHealth (Health)	269.09	-1.2%	-5.4%	-5.3%	-17.9%	-21.6%	-46.5%	-33.1%	-18.5%	-40.5%	-21.6%	-42.7%	-43.0%	-55.7%	Nov '24
Johnson & Johnson (Health)	240.51	2.2%	1.4%	-1.9%	16.4%	36.9%	53.5%	47.5%	16.8%	72.3%	71.0%	58.5%	63.9%	-3.2%	Mar '26
Eli Lilly (Health)	917.68	1.6%	0.0%	-10.8%	-14.6%	28.8%	8.5%	40.2%	-14.5%	179.1%	426.8%	251.1%	190.8%	-17.2%	Nov '25
Union Pacific (Industrials)	241.25	0.7%	2.0%	-8.2%	3.2%	5.1%	4.7%	3.9%	4.8%	37.1%	24.9%	7.4%	36.3%	-9.6%	Mar '26
Honeywell (Industrials)	226.99	2.4%	-1.3%	-5.8%	15.8%	17.2%	16.0%	-6.4%	16.9%	36.5%	24.8%	27.4%	50.1%	-8.5%	Mar '26
Nvidia (IT)	179.20	2.3%	-0.7%	-8.4%	-5.0%	0.9%	48.5%	38.9%	-3.9%	569.7%	1333.1%	496.1%	1460.2%	-13.4%	Oct '25
Broadcom (IT)	319.54	0.4%	1.1%	-3.8%	-8.8%	-4.7%	70.8%	50.6%	-7.7%	421.6%	663.4%	420.0%	682.7%	-22.5%	Dec '25
Adobe (IT)	237.79	-0.5%	-3.3%	-7.8%	-32.6%	-32.9%	-41.1%	-21.3%	-32.1%	-36.6%	-47.3%	-57.9%	-16.9%	-62.5%	Feb '24
Oracle (IT)	146.07	-0.7%	-4.5%	-1.2%	-25.8%	-49.6%	-4.1%	18.1%	-24.9%	72.1%	127.9%	75.9%	138.3%	-55.3%	Sep '25
salesforce.com (IT)	181.65	-0.8%	-6.5%	-5.3%	-31.5%	-24.5%	-36.7%	-20.2%	-31.4%	-3.3%	-10.5%	-28.0%	29.2%	-50.2%	Dec '24
Linde PLC (Materials)	490.15	2.1%	0.3%	-3.6%	15.4%	3.8%	8.2%	3.2%	15.0%	47.3%	91.3%	52.9%	88.4%	-3.8%	Mar '26
Sherwin-Williams (Materials)	321.41	2.5%	3.0%	-9.8%	-1.0%	-5.1%	-4.9%	-3.8%	-0.6%	56.2%	36.3%	-1.5%	64.7%	-18.7%	Nov '24
American Tower (Real Estate)	167.09	-1.9%	-7.5%	-8.4%	-3.5%	-12.1%	-17.4%	-0.9%	-4.8%	-7.4%	-14.8%	-33.7%	1.3%	-27.6%	Sep '24
Prologis Inc. (Real Estate)	131.26	0.7%	0.0%	-6.3%	1.6%	16.8%	23.3%	25.1%	2.8%	22.4%	43.7%	-10.2%	44.7%	-8.0%	Mar '26
NextEra Energy (Utilities)	91.47	-0.2%	0.6%	-3.2%	14.5%	24.2%	37.3%	15.5%	14.7%	31.9%	41.7%	12.0%	38.8%	-3.7%	Feb '26
Duke Energy (Utilities)	128.54	0.9%	-1.7%	-0.3%	10.3%	6.9%	14.7%	12.7%	10.6%	53.1%	63.4%	46.6%	71.5%	-3.7%	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	15.64	p	EOD	-0.7%	-3.1%	-1.0%	1.0%	6.8%	9.4%	-0.8%	20.0%	10.7%	7.4%	28.7%	-3.2%	Feb '26
Moderate-60% Stock	64.63		0.9%	-0.1%	-4.4%	-1.2%	2.8%	13.6%	16.4%	-0.6%	42.6%	36.6%	24.9%	58.5%	-4.4%	Feb '26
Mod Agg-80% Stock	49.97	p	EOD	-1.1%	-6.2%	-2.2%	2.4%	15.6%	19.6%	-1.5%	53.0%	46.1%	30.8%	71.9%	-6.2%	Feb '26
Aggressive-90% Stock	29.97	p	EOD	-0.9%	-6.8%	-1.6%	3.7%	17.7%	20.9%	-1.0%	54.7%	48.9%	30.2%	73.9%	-6.8%	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	70983.00	0.7%	-0.4%	4.4%	-19.0%	-34.9%	-18.9%	-6.3%	-18.9%	158.2%	37.3%	52.8%	270.5%	-43.1%	Oct '25
Ethereum	2169.73	0.7%	-1.5%	5.6%	-26.3%	-43.9%	4.9%	-11.0%	-26.9%	23.8%	36.0%	-42.3%	67.6%	-55.1%	Aug '25
BNB	645.15	1.1%	-1.1%	2.6%	-23.8%	-31.8%	2.4%	23.1%	-25.3%	100.1%	174.7%	26.0%	138.1%	-50.8%	Oct '25
Solana	91.88	1.2%	2.0%	4.5%	-25.0%	-52.2%	-36.1%	-34.2%	-26.2%	344.3%	605.4%	-46.1%	194.8%	-64.9%	Jan '25
Bitcoin ETF	40.23	2.4%	-0.1%	2.5%	-18.7%	-35.2%	-19.8%	-6.4%	-19.0%	-	-	-	-	-43.6%	Oct '25
Grayscale Bitcoin (hi fee)	55.28	2.4%	-0.1%	2.5%	-18.9%	-35.5%	-20.7%	-7.6%	-19.1%	282.5%	37.5%	78.6%	445.9%	-43.8%	Oct '25
Bloomberg Commodities	23.40	-0.06%	-3.4%	8.6%	17.9%	26.6%	28.3%	14.9%	19.8%	44.4%	81.9%	52.1%	31.9%	-3.4%	Mar '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	4.89	-0.9%	0.3%	4.3%	2.0%	3.0%	5.1%	1.1%	1.1%	34.3%	109.7%	142.8%	26.0%	-4.1%	Oct '23
10yr Treasury rate	4.32	-1.5%	1.5%	6.8%	4.5%	3.6%	0.4%	-9.0%	3.9%	27.9%	167.9%	165.6%	10.8%	-13.3%	Oct '23
5yr Treasury rate	3.96	-1.6%	2.6%	9.5%	6.6%	5.2%	-2.3%	-15.0%	6.5%	16.3%	384.0%	190.4%	-3.6%	-20.1%	Oct '23
13-week T-bill	3.62	0.00%	0.3%	0.9%	1.8%	-6.8%	-13.4%	-15.7%	2.1%	-19.6%	24033.3%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	90.27	-2.3%	-6.3%	38.0%	54.7%	38.9%	30.8%	-19.9%	57.2%	30.3%	54.1%	18.7%	3.4%	-8.6%	Mar '26
Gold	4548.30	3.4%	-7.0%	-12.6%	1.5%	21.7%	50.4%	64.5%	5.1%	129.5%	163.7%	152.8%	172.3%	-14.5%	Jan '26
USD/EUR	0.86	0.2%	-0.4%	1.7%	1.8%	0.7%	-6.7%	-11.4%	1.4%	-6.5%	2.0%	-1.8%	-16.2%	-11.5%	Jan '25
USD/JPY	159.26	0.5%	0.2%	2.2%	2.0%	6.3%	5.6%	-0.4%	1.8%	21.7%	46.4%	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	25.26	-6.3%	0.7%	40.9%	87.5%	50.9%	47.3%	-13.8%	69.0%	16.2%	27.5%	52.2%	-24.8%	-51.7%	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	50.61		0.09%	-0.1%	-0.8%	0.1%	1.3%	4.5%	6.1%	0.0%	18.7%	18.0%	17.2%	22.4%	-1.0%	Feb '26
Interm Muni- JPMorgan	49.94		0.2%	-1.1%	-2.2%	-0.7%	0.6%	3.2%	4.3%	-0.8%	9.3%	5.7%	3.5%	14.9%	-2.4%	Feb '26
Interm Bond- Janus MSB	45.27		0.5%	-0.5%	-1.9%	-0.7%	1.3%	5.5%	8.8%	-0.5%	11.9%	3.0%	3.0%	19.8%	-2.2%	Feb '26
Interm Bond- Vanguard	77.06		0.4%	-0.3%	-1.8%	-0.8%	0.6%	5.0%	8.5%	-0.7%	11.2%	2.0%	1.4%	19.0%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.0%	-0.4%	0.1%	1.3%	6.3%	8.2%	-0.1%	30.3%	35.6%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.94		0.6%	0.0%	-2.6%	-1.2%	0.0%	4.8%	8.2%	-1.2%	16.6%	13.7%	12.4%	26.3%	-2.6%	Feb '26
Long Bond- Vanguard	74.65		0.6%	0.2%	-3.0%	-1.9%	-1.2%	3.7%	7.2%	-1.2%	9.2%	-7.3%	-12.6%	23.3%	-4.1%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-1.3%	-2.5%	-0.7%	0.5%	2.1%	3.3%	-1.2%	9.1%	1.8%	-1.0%	13.8%	-2.7%	Feb '26
Long Muni- iShares	56.70		0.2%	-1.2%	-2.6%	-1.0%	0.9%	3.4%	3.4%	-1.1%	7.6%	2.5%	0.9%	12.6%	-2.7%	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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