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S&P 500

Return

91.1%

[

19.8%

annualized]

Dec 30 2022 - Jul 29 2026

DJIA (Large Value)

Return

55.6%

[

13.1%

annualized]

Dec 30 2022 - Jul 29 2026

Russell 2000 (Small Cap)

Return

65.7%

[

15.1%

annualized]

Dec 30 2022 - Jul 29 2026

Performance Range:

As of Jul 29 03:50 PM EDT, next update at 04:00 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	7336.52	-1.2%	-2.2%	-1.4%	2.8%	5.3%	15.2%	16.4%	7.2%	60.1%	66.0%	53.0%	105.1%	-3.6%	Jun '26
DJIA (Large Value)	51578.27	-2.2%	-1.2%	-1.2%	5.6%	5.1%	15.6%	13.0%	7.3%	45.5%	47.0%	41.0%	76.6%	-2.8%	Jul '26
Russell 2000 (Small Cap)	2918.32	-1.2%	-1.4%	-3.1%	6.5%	9.9%	30.1%	11.3%	17.6%	47.3%	30.3%	28.4%	72.9%	-3.5%	Jun '26
NASDAQ Comp (Tech/Growth)	24544.95	-1.3%	-4.5%	-4.9%	-0.5%	3.6%	16.3%	20.4%	5.6%	71.4%	66.1%	55.0%	135.6%	-9.4%	Jun '26
Aggregate Bond	97.63	-0.3%	0.1%	-1.8%	-1.0%	-1.2%	2.1%	7.2%	-1.0%	11.3%	-2.2%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	106.31	-0.5%	-0.3%	-3.1%	-1.8%	-2.5%	0.8%	7.9%	-2.0%	12.1%	-5.6%	-3.3%	22.6%	-3.7%	Feb '26
High Yield Bond	79.26	-0.2%	-0.3%	-0.9%	-0.6%	-0.2%	3.4%	8.6%	0.3%	24.4%	17.7%	16.8%	36.7%	-1.3%	May '26
Preferred	30.13	-0.8%	-1.1%	-1.6%	-2.9%	-3.4%	0.9%	4.9%	-1.1%	15.6%	1.8%	0.1%	22.8%	-5.0%	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	51.66	-1.3%	1.7%	2.0%	1.4%	3.8%	15.6%	9.9%	14.4%	27.9%	35.8%	25.8%	61.6%	-3.2%	Feb '26
Consumer Discretionary/Cyclical	111.76	-0.6%	-2.0%	-4.6%	-4.3%	-7.6%	0.1%	7.4%	-6.2%	32.3%	26.2%	10.2%	65.7%	-10.1%	Jan '26
Financial Services	56.65	-1.7%	1.1%	5.4%	9.1%	6.3%	8.6%	14.9%	4.0%	68.1%	67.2%	54.2%	98.4%	-1.7%	Jul '26
Real Estate	100.64	-0.3%	1.6%	2.5%	6.1%	12.1%	13.0%	3.3%	15.0%	32.6%	13.9%	3.4%	51.7%	-0.3%	Jul '26
Communication Services	109.54	-0.12%	0.3%	1.5%	-5.0%	-8.3%	4.2%	23.1%	-6.7%	64.2%	39.1%	46.5%	138.9%	-8.5%	Jan '26
Energy	58.71	2.0%	-0.8%	9.6%	-0.6%	17.0%	35.1%	7.9%	32.2%	49.4%	178.4%	138.0%	64.9%	-6.2%	Mar '26
Industrials	176.56	-3.2%	-1.3%	-3.4%	3.9%	6.8%	16.8%	19.3%	14.1%	66.9%	83.4%	79.7%	119.7%	-4.9%	Jul '26
Technology	167.90	-1.9%	-6.9%	-9.4%	5.5%	14.5%	27.7%	24.6%	16.8%	92.2%	126.8%	97.7%	195.6%	-15.3%	Jun '26
Consumer Staples/Defensive	87.34	0.3%	3.5%	3.5%	5.3%	6.9%	9.8%	1.5%	13.1%	23.6%	38.6%	26.7%	41.7%	-2.4%	Feb '26
Healthcare	166.06	-0.7%	4.2%	3.3%	16.3%	8.4%	25.1%	14.5%	7.7%	28.6%	35.8%	27.6%	44.3%	-0.7%	Jul '26
Utilities	44.85	-1.5%	-2.4%	-2.5%	-1.8%	4.2%	8.3%	16.0%	5.8%	45.4%	55.6%	43.9%	62.3%	-5.4%	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	152.89	-1.1%	-2.1%	-1.9%	2.5%	4.2%	17.7%	22.4%	8.1%	60.9%	61.4%	54.3%	109.6%	-4.4%	Jun '26
MSCI Emerging Markets	61.29	-1.7%	-5.7%	-9.1%	-2.2%	1.4%	26.4%	34.0%	12.0%	56.2%	31.7%	37.4%	93.5%	-13.9%	Jun '26
FTSE Europe	89.02	-0.2%	-0.1%	1.1%	4.6%	1.3%	17.0%	35.8%	7.0%	52.1%	50.6%	48.1%	117.0%	-1.2%	Feb '26
MSCI Japan	89.61	-0.2%	-2.8%	-3.9%	3.2%	4.1%	25.9%	25.9%	11.0%	52.7%	48.1%	47.9%	101.5%	-7.6%	Jun '26
MSCI India	49.17	-0.4%	2.0%	0.0%	0.3%	-4.7%	-8.1%	2.7%	-9.0%	11.3%	18.4%	6.5%	22.4%	-16.3%	Sep '24
MSCI China	55.22	1.5%	3.1%	8.7%	-2.8%	-14.0%	-4.5%	31.0%	-8.1%	19.7%	-14.0%	-2.4%	49.3%	-16.6%	Oct '25
International Bond	47.83	-0.3%	0.1%	-1.4%	0.2%	-0.8%	0.8%	2.9%	-0.1%	11.6%	-0.6%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	34.42	-1.3%	-2.8%	1.7%	-3.5%	-6.1%	39.7%	52.7%	13.0%	41.0%	57.0%	95.8%	75.7%	-9.7%	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	672.28	-1.3%	-2.1%	-1.3%	2.8%	5.7%	16.2%	17.8%	7.5%	66.0%	77.6%	62.7%	115.5%	-3.7%	Jun '26
US Large Growth	114.55	-1.7%	-5.3%	-6.1%	-3.6%	-2.3%	5.2%	19.8%	-3.1%	70.3%	81.8%	65.0%	138.1%	-11.0%	Jun '26
US Large Value	249.69	-0.9%	0.9%	2.9%	10.0%	13.8%	27.7%	15.7%	19.2%	61.7%	70.8%	61.1%	95.5%	-0.9%	Jul '26

US MidCap Blend	80.62	-0.9%	0.2%	0.2%	6.2%	8.3%	15.8%	17.0%	11.5%	67.3%	77.0%	64.4%	112.6%	-0.9%	Jul '26
US MidCap Growth	290.68	-1.1%	-1.7%	-4.3%	4.7%	3.6%	0.0%	10.7%	4.3%	40.3%	24.3%	19.3%	76.0%	-5.2%	Jun '26
US MidCap Value	205.88	-0.8%	1.5%	3.6%	7.3%	11.5%	23.5%	12.1%	16.7%	53.1%	61.3%	50.8%	82.3%	-0.8%	Jul '26

US Small Blend	293.14	-1.6%	-1.0%	-2.7%	5.0%	7.9%	20.9%	8.9%	14.1%	47.4%	41.4%	37.4%	78.3%	-3.3%	Jun '26
US Small Growth	363.75	-2.1%	-3.3%	-6.8%	3.5%	6.1%	25.1%	12.9%	12.6%	47.8%	24.4%	26.3%	79.3%	-7.7%	Jun '26
US Small Value	221.69	-1.1%	-0.2%	0.2%	8.6%	13.5%	36.7%	12.4%	22.7%	55.9%	51.0%	43.2%	80.4%	-1.1%	Jul '26

Foreign Large Blend	103.56	-0.3%	-0.7%	0.1%	3.6%	1.8%	18.3%	31.6%	7.8%	50.5%	49.5%	48.0%	105.7%	-2.0%	Feb '26
Foreign Growth	118.89	-0.4%	-1.6%	-3.5%	2.3%	-1.4%	10.1%	20.7%	4.4%	29.0%	17.4%	15.4%	74.8%	-5.2%	Jun '26
Foreign Value	79.55	-0.2%	0.1%	3.9%	5.0%	4.8%	26.5%	42.2%	11.4%	73.6%	86.7%	86.6%	139.3%	-0.5%	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	23.05		0.02%	0.0%	0.7%	0.2%	1.0%	1.0%	3.6%	0.7%	18.5%	28.8%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.66		0.02%	0.1%	0.0%	0.3%	1.2%	4.0%	5.2%	1.7%	19.0%	25.9%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.38		-0.12%	0.0%	0.4%	-1.0%	-0.2%	2.2%	6.9%	-0.9%	20.2%	27.6%	25.7%	32.0%	-1.4%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.8%	6.8%	8.9%	3.3%	33.7%	58.1%	52.0%	45.2%	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	57.61		-1.1%	-2.3%	-1.6%	1.7%	4.8%	15.7%	17.7%	8.2%	71.7%	108.8%	101.8%	122.9%	-3.1%	Jul '26
Int’l Min Volatility- Franklin	42.79		-0.01%	0.9%	5.1%	6.0%	11.7%	31.8%	27.1%	16.7%	79.7%	116.3%	108.1%	123.4%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	27.99	p	EOD	-1.4%	-4.4%	3.7%	9.3%	22.8%	3.0%	15.3%	66.7%	116.5%	115.3%	121.3%	-5.7%	Jun '26
Small Value- Avantis	125.24		-0.8%	-0.5%	0.5%	5.6%	14.4%	33.7%	7.4%	23.1%	56.8%	83.7%	66.6%	91.2%	-0.8%	Jul '26
Mid Value- Pacer Cash Cows	67.88		0.5%	5.4%	8.1%	7.9%	9.7%	21.5%	9.0%	13.2%	41.3%	69.7%	56.4%	69.2%	NewNew Peak	Jul '26
Growth- S&P Momentum	136.99		-2.8%	-8.7%	-13.6%	4.8%	14.0%	20.0%	26.6%	15.1%	147.2%	136.7%	123.6%	174.9%	-15.3%	Jun '26
Invesco S&P Quality	83.39		-1.3%	-2.0%	-6.1%	4.2%	6.7%	16.2%	13.2%	11.5%	65.3%	78.5%	65.9%	118.7%	-7.4%	Jun '26
Rotation Factor- BlackRock	65.78		-1.6%	-3.0%	-2.5%	3.7%	6.7%	18.3%	20.0%	8.5%	81.4%	94.8%	83.3%	148.4%	-3.5%	Jul '26
US Min Volatility- Fidelity	71.40		-0.3%	2.3%	4.7%	4.7%	5.4%	13.5%	11.8%	7.4%	45.4%	56.3%	46.1%	78.2%	-0.3%	Jul '26
Derivative Income- JPMorgan	56.96		-0.9%	0.5%	0.9%	0.5%	0.0%	6.5%	8.1%	2.2%	27.5%	39.9%	32.4%	51.2%	-2.8%	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	17.26	p	EOD	-1.0%	0.1%	1.1%	8.4%	10.5%	6.5%	9.2%	29.7%	43.3%	41.4%	40.9%	-1.1%	Jul '26
Multistrategy- AQR	14.68	p	EOD	-1.3%	1.0%	0.1%	2.1%	12.6%	16.4%	4.8%	44.8%	74.3%	72.1%	53.8%	-1.6%	Jun '26
Long Short- AQR	20.89	p	EOD	-1.4%	2.7%	1.7%	0.0%	14.1%	34.4%	-1.3%	90.8%	175.4%	154.9%	143.1%	-1.9%	Dec '25
Mkt Neutral- BlackRock	15.08	p	EOD	-1.0%	1.2%	4.2%	10.3%	23.0%	18.3%	11.3%	74.3%	84.9%	88.2%	88.8%	-1.7%	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.6%	1.3%	3.3%	6.6%	7.2%	3.1%	20.7%	43.0%	38.0%	29.3%	NewNew Peak	Jul '26
Long Short- First Trust	74.61		-0.6%	-0.9%	1.3%	1.8%	3.9%	12.8%	9.1%	5.2%	43.2%	59.2%	51.1%	67.0%	-0.9%	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)	335.86	0.6%	-1.8%	-5.0%	-4.0%	-0.6%	72.0%	66.0%	7.4%	155.4%	149.4%	133.6%	247.1%	-16.6%	May '26
Meta (Communications)	584.15	-1.6%	-6.9%	3.8%	-12.7%	-20.8%	-16.4%	13.1%	-11.4%	80.9%	64.3%	73.9%	361.8%	-25.9%	Aug '25
Amazon (Cyclical)	227.60	-1.4%	-7.0%	-5.2%	-13.5%	-5.8%	-1.5%	5.2%	-1.4%	72.2%	26.4%	33.6%	101.6%	-17.2%	May '26
Tesla (Cyclical)	298.32	-3.0%	-20.2%	-27.6%	-20.0%	-28.4%	-7.1%	11.4%	-33.7%	12.0%	32.1%	-25.4%	37.3%	-39.1%	Dec '25
Procter & Gamble (Defensive)	145.14	-2.5%	-1.9%	-2.2%	-0.9%	-2.4%	-5.3%	-12.3%	2.8%	-0.3%	17.4%	-0.1%	28.6%	-15.9%	Dec '24
PepsiCo (Defensive)	143.24	0.3%	5.6%	3.3%	-7.8%	-2.8%	2.4%	-1.8%	0.7%	-17.3%	5.9%	-5.3%	-5.2%	-19.2%	May '23
Coca-Cola (Defensive)	89.17	1.0%	8.5%	7.9%	13.1%	22.3%	31.3%	15.6%	28.4%	54.9%	80.1%	70.6%	79.5%	NewNew Peak	Jul '26
Exxon Mobil (Energy)	156.87	2.5%	1.6%	15.3%	2.1%	13.2%	43.4%	16.0%	32.1%	66.5%	219.9%	188.4%	80.5%	-7.9%	Mar '26
Chevron (Energy)	191.93	2.3%	-0.5%	13.9%	-0.1%	13.2%	26.2%	10.1%	27.2%	35.8%	127.7%	91.0%	40.5%	-9.1%	Mar '26
JPMorgan Chase (Financial)	344.95	-3.5%	-0.9%	4.7%	11.5%	13.1%	17.8%	37.3%	8.1%	133.8%	154.4%	139.2%	261.9%	-3.5%	Jul '26
Visa (Financial)	369.33	0.7%	4.5%	8.1%	10.5%	11.8%	6.0%	11.8%	5.7%	60.3%	54.6%	72.6%	113.3%	-0.3%	Jun '25
Mastercard (Financial)	563.22	0.08%	5.9%	10.5%	7.2%	3.8%	0.4%	9.0%	-1.0%	45.7%	49.0%	55.9%	102.9%	-5.5%	Aug '25
Bank of America (Financial)	61.04	-2.5%	-0.9%	5.5%	15.4%	15.6%	29.4%	28.0%	11.6%	105.2%	77.4%	47.2%	123.7%	-2.5%	Jul '26
UnitedHealth (Health)	420.98	-1.8%	-2.4%	0.3%	13.5%	45.1%	64.6%	-33.1%	28.5%	-11.6%	10.9%	-9.6%	-10.1%	-30.2%	Nov '24
Johnson & Johnson (Health)	265.16	-0.6%	3.7%	2.6%	16.6%	17.3%	60.7%	47.5%	28.8%	64.9%	76.2%	74.7%	80.7%	-0.8%	Jul '26
Eli Lilly (Health)	1208.99	-1.0%	4.0%	-1.7%	42.3%	18.4%	59.6%	40.2%	12.9%	169.4%	416.6%	363.4%	283.8%	-2.2%	Jul '26
Union Pacific (Industrials)	292.02	-0.8%	-0.2%	7.1%	10.3%	25.7%	32.8%	3.9%	26.9%	33.5%	49.7%	30.0%	64.9%	-5.0%	Jul '26
Honeywell (Industrials)	241.26	-2.3%	3.6%	5.9%	15.4%	7.3%	18.0%	-6.4%	25.0%	39.9%	21.9%	36.2%	60.5%	-47.0%	Jun '26
Nvidia (IT)	191.71	-2.7%	-9.6%	-1.7%	-8.4%	-0.4%	9.2%	38.9%	2.8%	310.4%	877.2%	537.7%	1569.2%	-18.7%	May '26
Broadcom (IT)	375.80	-1.3%	-5.3%	0.9%	-7.3%	13.9%	27.1%	50.6%	8.8%	332.3%	751.3%	512.9%	822.4%	-22.0%	Jun '26
Adobe (IT)	263.42	5.7%	20.6%	27.6%	8.1%	-9.7%	-28.9%	-21.3%	-24.7%	-50.2%	-57.6%	-53.3%	-7.9%	-58.5%	Feb '24
Oracle (IT)	118.26	-1.4%	-6.0%	-20.0%	-27.8%	-29.8%	-52.3%	18.1%	-39.0%	5.3%	43.9%	42.9%	93.6%	-63.7%	Sep '25
salesforce.com (IT)	189.21	4.2%	16.1%	19.8%	4.4%	-11.4%	-28.8%	-20.2%	-28.4%	-14.9%	-21.3%	-24.8%	34.9%	-48.0%	Dec '24
Linde PLC (Materials)	511.33	0.03%	0.5%	0.1%	1.3%	12.8%	9.6%	3.2%	20.3%	36.3%	82.2%	60.0%	97.1%	-6.5%	Jul '26
Sherwin-Williams (Materials)	343.56	-3.0%	7.4%	-0.2%	8.1%	-2.9%	2.6%	-3.8%	6.3%	25.6%	23.8%	5.3%	76.0%	-13.1%	Nov '24
American Tower (Real Estate)	179.58	4.7%	8.1%	6.5%	0.8%	0.0%	-14.0%	-0.9%	3.3%	4.6%	-26.5%	-28.1%	10.0%	-21.4%	Sep '24
Prologis Inc. (Real Estate)	145.31	-1.2%	0.4%	4.6%	4.7%	12.3%	35.7%	25.1%	14.7%	28.4%	30.3%	0.2%	61.4%	-3.2%	Jul '26
NextEra Energy (Utilities)	88.34	-1.1%	-1.2%	-0.4%	-6.2%	0.9%	25.4%	15.5%	10.8%	31.5%	28.0%	8.1%	34.1%	-9.7%	Apr '26
Duke Energy (Utilities)	128.97	-0.2%	0.8%	0.5%	2.8%	8.5%	11.7%	12.7%	11.9%	55.1%	48.0%	48.3%	73.6%	-2.5%	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	15.87	p	EOD	0.0%	-1.1%	0.9%	1.0%	6.1%	9.4%	2.2%	21.5%	9.9%	10.6%	32.6%	-1.1%	Jun '26
Moderate-60% Stock	67.68		-0.8%	-1.3%	-2.3%	1.0%	2.0%	11.6%	16.4%	4.6%	39.5%	34.3%	31.4%	66.8%	-3.1%	Jun '26
Mod Agg-80% Stock	54.50	p	EOD	-0.9%	-1.1%	3.1%	4.6%	16.7%	19.6%	8.2%	52.0%	48.1%	43.8%	88.8%	-2.4%	Jun '26
Aggressive-90% Stock	33.70	p	EOD	-1.4%	-1.7%	3.8%	6.5%	21.1%	20.9%	11.3%	56.8%	51.9%	46.4%	95.5%	-2.6%	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	63632.22	-0.4%	-3.7%	5.8%	-16.0%	-24.8%	-46.0%	-6.3%	-27.3%	117.0%	59.0%	37.0%	232.2%	-49.0%	Oct '25
Ethereum	1888.95	-1.6%	-2.3%	17.3%	-16.2%	-33.0%	-50.2%	-11.0%	-36.3%	0.8%	-20.7%	-49.8%	45.9%	-60.9%	Aug '25
BNB	567.75	-0.5%	-0.5%	1.6%	-8.0%	-34.5%	-29.5%	23.1%	-34.2%	134.6%	79.2%	10.9%	109.5%	-56.7%	Oct '25
Solana	72.98	-1.0%	-6.3%	-2.6%	-12.1%	-37.9%	-59.8%	-34.2%	-41.4%	193.7%	133.3%	-57.1%	134.2%	-72.1%	Jan '25
Bitcoin ETF	36.03	-0.3%	-3.5%	5.4%	-15.7%	-24.3%	-46.0%	-6.4%	-27.4%	-	-	-	-	-49.5%	Oct '25
Grayscale Bitcoin (hi fee)	49.27	-0.3%	-3.5%	5.3%	-16.0%	-24.8%	-46.7%	-7.6%	-27.9%	191.3%	59.7%	59.2%	386.5%	-49.9%	Oct '25
Bloomberg Commodities	24.06	1.7%	-1.7%	8.6%	-4.9%	7.7%	31.8%	14.9%	23.2%	40.0%	59.1%	56.4%	35.6%	-7.2%	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	5.14	0.9%	-0.1%	5.8%	3.1%	6.0%	5.6%	1.1%	6.3%	27.6%	168.4%	155.1%	32.4%	-0.7%	May '26
10yr Treasury rate	4.62	0.4%	-0.8%	5.7%	4.6%	9.3%	6.7%	-9.0%	11.0%	16.5%	264.2%	183.9%	18.5%	-7.3%	Oct '23
5yr Treasury rate	4.35	-0.2%	-1.2%	5.0%	7.1%	14.4%	11.4%	-15.0%	16.9%	3.7%	496.2%	218.8%	5.8%	-12.3%	Oct '23
13-week T-bill	3.66	-2.7%	-2.3%	-0.6%	1.9%	2.2%	-13.5%	-15.7%	3.1%	-30.4%	9045.0%	6801.9%	3.5%	-31.6%	Oct '23
Crude Oil	84.96	7.2%	-2.2%	20.1%	-20.5%	29.9%	22.8%	-19.9%	48.0%	5.4%	15.4%	11.7%	-2.6%	-24.8%	Apr '26
Gold	4125.80	2.2%	-0.5%	2.6%	-9.2%	-22.4%	24.1%	64.5%	-4.6%	110.5%	125.3%	129.3%	147.0%	-22.4%	Jan '26
USD/EUR	0.87	-0.6%	-0.4%	-0.3%	2.0%	4.5%	0.8%	-11.4%	2.5%	-	3.8%	-0.8%	-15.3%	-10.6%	Jan '25
USD/JPY	163.43	-0.3%	0.2%	0.9%	2.0%	6.8%	10.1%	-0.4%	4.5%	-	49.4%	41.9%	11.4%	-0.3%	Jul '26
S&P 500 Volatility Index	19.42	6.6%	16.7%	10.0%	3.2%	15.0%	21.5%	-13.8%	29.9%	45.7%	9.7%	17.0%	-42.2%	-62.9%	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	50.46		0.05%	0.1%	-0.4%	0.1%	0.5%	3.3%	6.1%	0.8%	18.0%	17.9%	18.2%	23.4%	-0.4%	Jun '26
Interm Muni- JPMorgan	49.87		-0.2%	-0.2%	-1.6%	-0.8%	-0.6%	4.2%	4.3%	-0.1%	9.6%	3.8%	4.2%	15.7%	-1.9%	Feb '26
Interm Bond- Janus MSB	44.53		-0.2%	0.1%	-1.9%	-1.3%	-1.5%	3.7%	8.8%	-0.8%	13.2%	1.9%	2.7%	19.4%	-3.0%	Feb '26
Interm Bond- Vanguard	75.67		-0.3%	0.1%	-1.8%	-1.2%	-1.5%	1.6%	8.5%	-1.5%	12.7%	-1.7%	0.6%	18.2%	-3.3%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	0.5%	1.3%	2.3%	6.4%	8.2%	2.8%	29.4%	34.6%	31.9%	38.7%	-0.1%	Jul '26
Int’l Bond- JPMorgan	47.79		-0.05%	-0.1%	-1.3%	0.1%	-1.1%	2.8%	8.2%	-0.1%	17.2%	13.4%	13.6%	27.6%	-2.0%	Feb '26
Long Bond- Vanguard	72.14		-0.9%	-0.7%	-5.0%	-2.8%	-3.9%	-0.3%	7.2%	-3.2%	7.8%	-16.9%	-14.4%	20.8%	-6.1%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	-0.1%	-1.3%	-0.3%	-0.4%	5.0%	3.3%	-0.1%	8.7%	-0.1%	0.1%	15.1%	-1.7%	Feb '26
Long Muni- iShares	56.62		-0.2%	-0.4%	-1.8%	-0.9%	-1.1%	4.6%	3.4%	-0.5%	7.6%	1.2%	1.5%	13.2%	-2.4%	Feb '26

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