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S&P 500

Return

95.5%

[

20.7%

annualized]

Dec 30 2022 - Jul 22 2026

DJIA (Large Value)

Return

57.7%

[

13.6%

annualized]

Dec 30 2022 - Jul 22 2026

Russell 2000 (Small Cap)

Return

68.2%

[

15.7%

annualized]

Dec 30 2022 - Jul 22 2026

Performance Range:

As of Jul 22 03:10 PM EDT, next update at 03:20 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	7507.20	-0.03%	-0.9%	0.5%	5.2%	8.6%	19.0%	16.4%	9.7%	65.5%	71.9%	56.5%	109.9%	-1.3%	Jun '26
DJIA (Large Value)	52256.76	0.06%	-0.8%	1.1%	5.6%	5.8%	17.4%	13.0%	8.7%	48.3%	50.1%	42.8%	78.9%	-1.5%	Jul '26
Russell 2000 (Small Cap)	2961.76	-0.9%	-0.5%	-1.4%	6.3%	8.9%	31.7%	11.3%	19.3%	51.1%	34.7%	30.3%	75.5%	-2.1%	Jun '26
NASDAQ Comp (Tech/Growth)	25755.49	-0.3%	-2.0%	-1.6%	4.5%	9.9%	23.3%	20.4%	10.8%	83.5%	75.4%	62.7%	147.2%	-4.9%	Jun '26
Aggregate Bond	97.62	-0.12%	-0.5%	-1.0%	-1.7%	-1.1%	2.3%	7.2%	-1.0%	10.8%	-2.2%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	106.71	-0.1%	-0.8%	-1.9%	-2.5%	-2.2%	1.7%	7.9%	-1.7%	12.1%	-5.2%	-2.9%	23.1%	-3.4%	Feb '26
High Yield Bond	79.51	-0.2%	-0.4%	-0.5%	-0.7%	-0.1%	3.7%	8.6%	0.6%	24.7%	18.4%	17.1%	37.1%	-1.0%	May '26
Preferred	30.41	0.3%	-0.7%	-1.4%	-3.1%	-3.3%	2.1%	4.9%	-0.2%	17.2%	3.5%	1.0%	24.0%	-4.1%	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	50.71	1.2%	0.4%	-1.8%	-2.2%	2.8%	11.9%	9.9%	12.3%	27.8%	37.4%	23.5%	58.6%	-5.0%	Feb '26
Consumer Discretionary/Cyclical	113.91	-0.8%	-2.6%	-0.9%	-4.2%	-6.9%	1.6%	7.4%	-4.4%	36.2%	30.4%	12.3%	68.9%	-8.3%	Jan '26
Financial Services	55.96	-0.3%	-1.1%	4.2%	7.2%	4.5%	7.5%	14.9%	2.7%	65.8%	67.9%	52.4%	96.0%	-1.4%	Jul '26
Real Estate	99.06	-0.5%	1.2%	2.6%	4.8%	10.8%	11.0%	3.3%	13.1%	28.3%	13.3%	1.8%	49.3%	-1.0%	Jul '26
Communication Services	109.32	-0.6%	-3.6%	2.3%	-7.3%	-5.7%	2.4%	23.1%	-6.8%	72.0%	40.9%	46.2%	138.4%	-8.7%	Jan '26
Energy	59.29	1.4%	4.9%	9.7%	4.9%	22.0%	42.0%	7.9%	33.5%	53.7%	189.7%	140.4%	66.5%	-5.2%	Mar '26
Industrials	178.72	0.03%	-0.7%	-1.7%	4.5%	8.3%	19.6%	19.3%	15.5%	69.9%	86.3%	81.9%	122.4%	-3.7%	Jul '26
Technology	180.70	-0.04%	-0.5%	-6.0%	14.3%	24.9%	40.2%	24.6%	25.7%	109.0%	144.9%	112.7%	218.1%	-8.8%	Jun '26
Consumer Staples/Defensive	84.34	0.3%	1.0%	2.6%	2.7%	3.1%	5.5%	1.5%	9.2%	20.1%	35.4%	22.3%	36.9%	-5.8%	Feb '26
Healthcare	159.46	-0.5%	0.7%	6.3%	8.9%	1.2%	21.0%	14.5%	3.4%	22.5%	32.4%	22.5%	38.6%	-3.0%	Jul '26
Utilities	45.86	2.1%	1.4%	2.5%	2.2%	8.1%	10.1%	16.0%	8.2%	45.6%	63.2%	47.1%	65.9%	-3.2%	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	156.28	-0.01%	-0.8%	-0.8%	4.1%	7.9%	21.0%	22.4%	10.5%	66.5%	66.5%	57.7%	114.3%	-2.3%	Jun '26
MSCI Emerging Markets	65.00	-0.5%	-0.9%	-8.7%	2.6%	10.7%	33.4%	34.0%	18.8%	72.3%	36.6%	45.7%	105.3%	-8.7%	Jun '26
FTSE Europe	89.11	0.4%	0.0%	1.0%	2.3%	3.7%	16.2%	35.8%	7.1%	52.5%	54.3%	48.2%	117.2%	-1.1%	Feb '26
MSCI Japan	92.33	-0.4%	-1.3%	-4.8%	5.2%	8.8%	31.3%	25.9%	14.4%	60.6%	53.4%	52.4%	107.6%	-4.8%	Jun '26
MSCI India	48.21	-1.2%	-1.0%	-3.4%	-3.5%	-6.9%	-11.7%	2.7%	-10.8%	9.5%	16.6%	4.5%	20.0%	-18.0%	Sep '24
MSCI China	53.61	-0.7%	-1.0%	1.4%	-8.0%	-14.6%	-7.5%	31.0%	-10.8%	26.7%	-22.8%	-5.3%	45.0%	-19.0%	Oct '25
International Bond	47.79	-0.07%	-0.5%	-1.0%	-0.6%	-0.5%	0.7%	2.9%	-0.2%	11.4%	-0.5%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	35.31	1.8%	1.9%	3.9%	-5.2%	2.4%	43.8%	52.7%	16.0%	47.0%	66.2%	100.9%	80.2%	-7.3%	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	687.71	-0.02%	-0.9%	0.2%	5.2%	8.9%	20.0%	17.8%	10.0%	71.6%	83.8%	66.4%	120.5%	-1.5%	Jun '26
US Large Growth	121.28	-0.04%	-1.9%	-0.4%	1.3%	4.2%	13.1%	19.8%	2.6%	83.4%	94.1%	74.6%	152.0%	-5.8%	Jun '26
US Large Value	247.31	-0.05%	0.0%	1.6%	9.2%	13.0%	26.9%	15.7%	18.0%	60.5%	71.7%	59.6%	93.7%	-0.9%	Jul '26

US MidCap Blend	80.44	-0.03%	0.0%	0.0%	5.0%	7.6%	16.3%	17.0%	11.3%	66.6%	79.7%	64.1%	112.2%	-0.6%	Jul '26
US MidCap Growth	295.86	-0.5%	-1.0%	-3.5%	4.4%	4.5%	3.4%	10.7%	6.2%	42.8%	28.3%	21.4%	79.2%	-3.5%	Jun '26
US MidCap Value	202.51	0.3%	0.7%	2.9%	5.5%	9.7%	21.6%	12.1%	14.8%	50.0%	62.2%	48.3%	79.3%	-0.4%	Jul '26

US Small Blend	296.08	-0.3%	-0.3%	-0.4%	4.1%	7.0%	22.2%	8.9%	15.2%	49.9%	45.4%	38.8%	80.1%	-2.3%	Jun '26
US Small Growth	376.38	-1.4%	-1.6%	-4.4%	5.0%	6.4%	29.8%	12.9%	16.6%	53.8%	30.2%	30.7%	85.5%	-4.5%	Jun '26
US Small Value	221.75	-0.5%	0.2%	1.7%	7.5%	11.7%	35.6%	12.4%	22.7%	58.2%	54.9%	43.3%	80.5%	-1.1%	Jul '26

Foreign Large Blend	104.29	0.2%	-0.3%	-0.3%	2.3%	4.9%	18.9%	31.6%	8.6%	52.5%	52.9%	49.0%	107.1%	-1.3%	Feb '26
Foreign Growth	120.86	-0.12%	-1.1%	-3.6%	1.2%	1.6%	11.1%	20.7%	6.1%	32.1%	20.9%	17.3%	77.7%	-3.6%	Jun '26
Foreign Value	79.44	0.6%	0.5%	3.4%	3.3%	8.0%	26.6%	42.2%	11.3%	74.6%	89.8%	86.4%	139.0%	-0.6%	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	23.04		-0.04%	0.7%	0.6%	0.2%	0.5%	0.9%	3.6%	0.7%	18.7%	28.6%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.62		0.04%	0.1%	-0.1%	0.4%	1.3%	4.1%	5.2%	1.6%	19.2%	25.8%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.39		0%	-0.4%	0.1%	-0.8%	-0.9%	2.3%	6.9%	-0.9%	20.5%	27.5%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.28	p	EOD	0.1%	0.5%	1.5%	2.8%	6.9%	8.9%	3.2%	33.9%	58.3%	51.9%	45.0%	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	59.08		0.2%	-0.6%	0.1%	4.3%	9.0%	20.0%	17.7%	11.0%	77.6%	118.1%	106.9%	128.5%	-0.7%	Jul '26
Int’l Min Volatility- Franklin	42.40		0.8%	1.7%	4.3%	4.8%	12.4%	32.3%	27.1%	15.6%	80.5%	115.9%	106.1%	121.3%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.38	p	EOD	0.6%	-1.5%	5.0%	8.6%	22.1%	3.0%	16.9%	73.0%	125.3%	118.3%	124.4%	-4.3%	Jun '26
Small Value- Avantis	125.69		-0.3%	0.8%	2.7%	6.4%	14.3%	33.7%	7.4%	23.6%	61.6%	89.9%	67.2%	91.9%	-0.4%	Jul '26
Mid Value- Pacer Cash Cows	64.41		-0.2%	0.6%	4.8%	2.3%	4.1%	15.6%	9.0%	7.4%	36.1%	64.8%	48.4%	60.5%	-1.6%	Jun '26
Growth- S&P Momentum	150.59		0.6%	0.4%	-6.8%	16.6%	28.0%	34.3%	26.6%	26.6%	170.9%	162.6%	145.8%	202.1%	-6.8%	Jun '26
Invesco S&P Quality	85.18		-0.6%	-1.1%	-4.9%	6.3%	11.0%	20.0%	13.2%	13.9%	71.1%	84.2%	69.5%	123.4%	-5.5%	Jun '26
Rotation Factor- BlackRock	67.87		0.10%	-0.3%	0.2%	6.4%	12.0%	23.4%	20.0%	11.9%	89.9%	104.0%	89.2%	156.3%	-0.4%	Jul '26
US Min Volatility- Fidelity	69.73		-0.10%	-0.3%	3.0%	2.0%	3.8%	10.8%	11.8%	4.9%	42.8%	54.0%	42.7%	74.1%	-1.0%	May '26
Derivative Income- JPMorgan	56.62		-0.01%	0.0%	1.0%	-0.4%	-0.3%	5.9%	8.1%	1.6%	26.6%	39.9%	31.6%	50.2%	-3.4%	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	17.45	p	EOD	0.5%	0.5%	3.7%	10.4%	11.6%	6.5%	10.4%	31.4%	45.3%	42.9%	42.4%	NewNew Peak	Jul '26
Multistrategy- AQR	14.81	p	EOD	0.9%	0.2%	2.1%	5.2%	14.5%	16.4%	5.7%	45.9%	77.6%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.07	p	EOD	0.8%	0.1%	3.9%	2.2%	16.2%	34.4%	-0.4%	93.4%	183.0%	157.1%	145.2%	-1.0%	Dec '25
Mkt Neutral- BlackRock	16.39	p	EOD	0.6%	-0.5%	6.7%	12.6%	25.1%	18.3%	12.4%	76.2%	85.5%	90.0%	90.7%	-0.7%	Jun '26
Multi Strategy- Variant	25.92	p	EOD	0.2%	0.6%	1.4%	3.4%	6.7%	7.2%	3.0%	20.9%	43.2%	37.9%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	75.39		0.3%	0.9%	0.7%	4.0%	5.9%	14.1%	9.1%	6.3%	45.6%	62.8%	52.7%	68.8%	NewNew Peak	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)	345.97	-0.3%	-6.7%	-1.1%	2.0%	4.7%	81.2%	66.0%	10.6%	190.6%	171.6%	140.6%	257.6%	-14.1%	May '26
Meta (Communications)	627.25	-2.6%	-7.9%	11.2%	-7.0%	-3.1%	-10.8%	13.1%	-4.9%	114.8%	80.0%	86.7%	395.8%	-20.4%	Aug '25
Amazon (Cyclical)	244.55	-1.2%	-4.1%	5.1%	-4.2%	4.4%	7.5%	5.2%	5.9%	88.1%	34.4%	43.5%	116.6%	-11.1%	May '26
Tesla (Cyclical)	374.33	-1.2%	-5.1%	-7.6%	-3.4%	-16.7%	12.7%	11.4%	-16.8%	44.0%	73.0%	-6.4%	72.3%	-23.6%	Dec '25
Procter & Gamble (Defensive)	149.52	1.0%	1.0%	1.2%	5.5%	1.2%	-3.5%	-12.3%	5.9%	5.0%	22.5%	3.0%	32.5%	-13.3%	Dec '24
PepsiCo (Defensive)	135.93	0.7%	0.4%	-3.4%	-11.6%	-5.0%	-4.2%	-1.8%	-4.4%	-21.5%	1.5%	-10.1%	-10.1%	-23.3%	May '23
Coca-Cola (Defensive)	82.50	0.6%	0.1%	3.7%	10.5%	15.6%	21.0%	15.6%	18.8%	43.4%	68.3%	57.8%	66.0%	-2.9%	Jul '26
Exxon Mobil (Energy)	154.60	1.9%	7.0%	11.6%	4.1%	17.2%	47.0%	16.0%	30.2%	64.5%	225.3%	184.2%	77.9%	-9.2%	Mar '26
Chevron (Energy)	193.34	1.2%	6.5%	10.4%	3.8%	17.1%	33.0%	10.1%	28.1%	37.0%	138.0%	92.4%	41.6%	-8.4%	Mar '26
JPMorgan Chase (Financial)	347.49	0.7%	0.2%	4.8%	11.0%	15.0%	21.0%	37.3%	8.9%	138.5%	159.7%	141.0%	264.6%	NewNew Peak	Jul '26
Visa (Financial)	353.46	-0.7%	-0.5%	8.2%	13.8%	8.8%	1.2%	11.8%	1.2%	51.1%	50.3%	65.2%	104.1%	-4.6%	Jun '25
Mastercard (Financial)	532.24	-1.1%	-0.6%	9.9%	4.3%	0.1%	-4.3%	9.0%	-6.5%	36.1%	43.2%	47.4%	91.8%	-10.7%	Aug '25
Bank of America (Financial)	61.60	0.6%	0.0%	7.4%	16.0%	18.1%	31.1%	28.0%	12.6%	106.6%	82.4%	48.5%	125.7%	NewNew Peak	Jul '26
UnitedHealth (Health)	433.26	-0.7%	3.5%	6.5%	22.6%	23.2%	55.1%	-33.1%	32.3%	-9.6%	13.1%	-7.0%	-7.5%	-28.2%	Nov '24
Johnson & Johnson (Health)	254.49	1.5%	3.0%	10.0%	12.6%	17.1%	54.4%	47.5%	23.6%	62.3%	71.3%	67.7%	73.4%	-4.8%	Jul '26
Eli Lilly (Health)	1158.38	-1.4%	0.2%	5.1%	25.9%	6.9%	50.2%	40.2%	8.2%	156.1%	409.2%	344.0%	267.7%	-6.2%	Jul '26
Union Pacific (Industrials)	292.11	-0.3%	1.3%	12.4%	17.1%	26.9%	29.6%	3.9%	26.9%	43.4%	48.2%	30.0%	65.0%	-3.2%	Jul '26
Honeywell (Industrials)	232.04	0.9%	4.1%	1.7%	6.1%	5.4%	6.3%	-6.4%	20.2%	25.9%	17.3%	31.0%	54.3%	-49.0%	Jun '26
Nvidia (IT)	213.64	3.1%	0.5%	2.4%	5.5%	15.6%	27.9%	38.9%	14.6%	382.5%	992.8%	610.7%	1760.2%	-9.4%	May '26
Broadcom (IT)	397.86	2.9%	0.9%	1.5%	-5.9%	22.5%	43.6%	50.6%	15.2%	359.2%	816.0%	548.9%	876.6%	-17.4%	Jun '26
Adobe (IT)	220.18	-3.1%	-2.0%	13.0%	-14.0%	-26.5%	-40.9%	-21.3%	-37.1%	-57.7%	-64.7%	-61.0%	-23.1%	-65.3%	Feb '24
Oracle (IT)	125.40	-1.3%	-5.4%	-28.4%	-33.1%	-29.4%	-46.9%	18.1%	-35.3%	10.0%	47.4%	51.6%	105.3%	-61.5%	Sep '25
salesforce.com (IT)	163.09	-4.1%	-2.3%	8.6%	-14.1%	-28.3%	-37.8%	-20.2%	-38.3%	-27.4%	-33.3%	-35.2%	16.3%	-55.2%	Dec '24
Linde PLC (Materials)	509.42	0.9%	-0.9%	-1.4%	3.0%	14.7%	9.0%	3.2%	19.9%	37.2%	84.1%	59.4%	96.4%	-6.8%	Jul '26
Sherwin-Williams (Materials)	320.76	0.7%	-3.5%	1.2%	-4.3%	-8.3%	-5.0%	-3.8%	-0.8%	22.3%	18.8%	-1.7%	64.3%	-18.9%	Nov '24
American Tower (Real Estate)	165.77	1.5%	-1.7%	-6.0%	-6.0%	-5.4%	-26.6%	-0.9%	-4.6%	-1.3%	-31.8%	-33.6%	1.6%	-27.5%	Sep '24
Prologis Inc. (Real Estate)	145.27	-3.1%	1.3%	1.0%	2.7%	15.6%	36.4%	25.1%	14.7%	26.5%	31.0%	0.1%	61.4%	-3.2%	Jul '26
NextEra Energy (Utilities)	89.67	2.0%	0.6%	4.2%	-0.4%	6.1%	18.1%	15.5%	12.5%	28.1%	33.4%	9.8%	36.1%	-8.4%	Apr '26
Duke Energy (Utilities)	127.52	1.3%	2.6%	3.2%	2.7%	10.2%	9.3%	12.7%	10.7%	51.0%	50.3%	46.7%	71.7%	-3.6%	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	15.89	p	EOD	-0.4%	-0.6%	0.4%	1.6%	6.5%	9.4%	2.3%	21.7%	10.4%	10.8%	32.7%	-1.0%	Jun '26
Moderate-60% Stock	68.60		-0.03%	-0.7%	-1.4%	1.7%	4.3%	13.4%	16.4%	6.0%	42.4%	37.1%	33.2%	69.1%	-1.8%	Jun '26
Mod Agg-80% Stock	55.03	p	EOD	-0.6%	-0.8%	3.4%	6.7%	18.3%	19.6%	9.3%	54.9%	50.7%	45.1%	90.7%	-1.4%	Jun '26
Aggressive-90% Stock	34.24	p	EOD	-0.7%	-0.9%	5.0%	9.8%	23.5%	20.9%	13.1%	61.0%	55.9%	48.7%	98.6%	-1.0%	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	65751.73	-1.1%	1.6%	2.8%	-15.9%	-26.5%	-45.2%	-6.3%	-24.9%	119.8%	103.5%	41.5%	243.2%	-47.3%	Oct '25
Ethereum	1925.02	-0.2%	0.4%	11.5%	-19.0%	-34.7%	-48.7%	-11.0%	-35.1%	1.7%	-4.9%	-48.8%	48.7%	-60.2%	Aug '25
BNB	569.40	-0.7%	-1.8%	-3.5%	-10.7%	-35.8%	-27.6%	23.1%	-34.0%	133.6%	93.9%	11.2%	110.1%	-56.5%	Oct '25
Solana	77.47	-0.8%	0.3%	7.7%	-10.9%	-39.6%	-62.3%	-34.2%	-37.8%	203.3%	179.7%	-54.5%	148.6%	-70.4%	Jan '25
Bitcoin ETF	37.25	-1.1%	1.2%	2.1%	-16.8%	-26.5%	-45.1%	-6.4%	-25.0%	-	-	-	-	-47.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.94	-1.1%	1.2%	2.0%	-17.0%	-27.0%	-45.7%	-7.6%	-25.5%	183.8%	108.5%	64.6%	403.1%	-48.2%	Oct '25
Bloomberg Commodities	24.51	1.1%	3.1%	7.6%	0.7%	17.0%	33.4%	14.9%	25.5%	44.5%	65.6%	59.4%	38.2%	-5.4%	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	5.15	0.3%	1.2%	4.0%	5.0%	6.2%	5.0%	1.1%	6.3%	31.7%	170.6%	155.3%	32.5%	-0.7%	May '26
10yr Treasury rate	4.65	0.6%	2.4%	3.2%	8.4%	9.5%	7.3%	-9.0%	11.8%	21.3%	267.9%	185.9%	19.3%	-6.7%	Oct '23
5yr Treasury rate	4.40	0.8%	3.5%	2.7%	12.5%	14.5%	13.6%	-15.0%	18.3%	7.6%	518.5%	222.6%	7.1%	-11.2%	Oct '23
13-week T-bill	3.75	0.4%	1.5%	1.8%	4.2%	4.4%	-11.5%	-15.7%	5.6%	-28.6%	8609.3%	6966.0%	6.0%	-30.0%	Oct '23
Crude Oil	87.05	2.5%	9.4%	16.3%	-6.4%	46.6%	31.5%	-19.9%	51.6%	12.9%	21.1%	14.4%	-0.3%	-22.9%	Apr '26
Gold	4141.00	1.7%	2.4%	-1.0%	-12.5%	-15.6%	20.4%	64.5%	-4.3%	110.8%	129.4%	130.1%	147.9%	-22.1%	Jan '26
USD/EUR	0.88	-0.09%	0.5%	0.1%	2.6%	2.3%	2.8%	-11.4%	2.9%	-	3.1%	-0.4%	-14.9%	-10.2%	Jan '25
USD/JPY	163.13	-0.05%	0.7%	1.0%	2.3%	3.0%	11.1%	-0.4%	4.3%	-	48.1%	41.7%	11.2%	NewNew Peak	Jul '26
S&P 500 Volatility Index	16.86	-1.1%	7.6%	-2.4%	-10.9%	7.8%	2.2%	-13.8%	12.8%	24.0%	-4.7%	1.6%	-49.8%	-67.8%	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%	-0.1%	-0.2%	-0.1%	0.6%	3.3%	6.1%	0.7%	18.0%	17.8%	18.1%	23.3%	-0.5%	Jun '26
Interm Muni- JPMorgan	49.97		-0.2%	-0.6%	-1.0%	-0.8%	-0.2%	4.6%	4.3%	0.1%	9.5%	4.0%	4.5%	16.0%	-1.7%	Feb '26
Interm Bond- Janus MSB	44.52		-0.2%	-0.7%	-1.1%	-1.9%	-1.1%	3.9%	8.8%	-0.9%	12.8%	2.1%	2.7%	19.3%	-3.0%	Feb '26
Interm Bond- Vanguard	75.64		-0.2%	-0.7%	-0.9%	-2.0%	-1.3%	1.7%	8.5%	-1.5%	12.1%	-1.8%	0.6%	18.1%	-3.3%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.7%	1.2%	2.2%	6.8%	8.2%	3.0%	30.0%	35.5%	32.0%	38.8%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.81		-0.11%	-0.5%	-0.9%	-0.6%	-0.8%	2.7%	8.2%	-0.1%	17.5%	13.5%	13.6%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	72.67		-0.2%	-1.1%	-3.2%	-3.5%	-3.5%	1.3%	7.2%	-2.5%	7.8%	-16.2%	-13.8%	21.7%	-5.4%	Oct '25
Long CA Muni- PIMCO	9.36	p	EOD	-0.5%	-0.5%	-0.2%	0.2%	5.5%	3.3%	0.3%	8.7%	0.3%	0.5%	15.6%	-1.2%	Feb '26
Long Muni- iShares	56.81		-0.3%	-0.8%	-1.2%	-0.9%	-0.6%	5.3%	3.4%	-0.2%	7.7%	1.5%	1.8%	13.6%	-2.0%	Feb '26

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