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S&P 500

Return

63.6%

[

19.4%

annualized]

Dec 29 2023 - Oct 07 2026

DJIA (Large Value)

Return

35.8%

[

11.7%

annualized]

Dec 29 2023 - Oct 07 2026

Russell 2000 (Small Cap)

Return

37.8%

[

12.2%

annualized]

Dec 29 2023 - Oct 07 2026

Performance Range:

As of Oct 07 05:30 PM EDT, next update at 05:40 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	7801.77	-0.2%	2.0%	1.1%	4.0%	17.9%	16.2%	16.4%	14.0%	81.1%	77.3%	27.0%	56.6%	-0.2%	Oct '26
DJIA (Large Value)	51179.87	-0.7%	0.5%	-4.2%	-3.3%	9.9%	9.8%	13.0%	6.5%	53.2%	47.3%	14.7%	36.0%	-5.8%	Aug '26
Russell 2000 (Small Cap)	2793.20	-1.3%	-0.1%	-6.1%	-6.3%	9.8%	13.6%	11.3%	12.5%	60.0%	24.1%	22.4%	58.6%	-9.0%	Aug '26
NASDAQ Comp (Tech/Growth)	27538.69	-0.2%	2.5%	3.9%	6.7%	25.1%	20.8%	20.4%	18.5%	105.0%	87.9%	37.3%	80.4%	-0.2%	Oct '26
Aggregate Bond	94.31	-0.05%	0.1%	-2.4%	-3.0%	-2.9%	-2.0%	7.2%	-2.7%	14.1%	-2.7%	3.4%	2.5%	-4.4%	Feb '26
Corp Bond	102.10	-0.04%	0.4%	-2.8%	-4.1%	-4.1%	-4.0%	7.9%	-4.0%	16.9%	-5.6%	2.4%	3.9%	-5.7%	Feb '26
High Yield Bond	77.18	-0.12%	0.4%	-2.1%	-1.8%	-0.3%	1.3%	8.6%	0.1%	26.8%	17.6%	6.7%	11.2%	-2.5%	Aug '26
Preferred	29.37	-0.5%	0.1%	-2.7%	-2.3%	-0.8%	-2.5%	4.9%	-1.3%	22.0%	2.6%	2.0%	10.4%	-5.2%	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	48.98	-1.5%	0.6%	-6.2%	-4.5%	-1.4%	11.5%	9.9%	9.4%	33.0%	32.5%	12.5%	35.6%	-8.3%	Aug '26
Consumer Discretionary/Cyclical	111.36	-0.3%	2.3%	-2.9%	-4.9%	3.8%	-4.7%	7.4%	-6.2%	42.1%	26.6%	-0.1%	27.8%	-10.0%	Jan '26
Financial Services	53.75	-0.5%	0.7%	-7.2%	-3.8%	8.5%	1.5%	14.9%	-0.7%	70.4%	50.8%	5.7%	25.1%	-7.9%	Sep '26
Real Estate	88.69	-1.4%	-1.0%	-6.8%	-9.1%	-0.3%	2.0%	3.3%	3.1%	34.3%	3.8%	3.0%	17.6%	-11.4%	Jul '26
Communication Services	111.26	-0.3%	0.3%	-0.4%	0.5%	0.1%	-3.0%	23.1%	-4.6%	72.1%	44.1%	8.3%	31.5%	-6.5%	Jan '26
Energy	63.36	-0.6%	3.0%	-0.5%	16.7%	6.7%	45.6%	7.9%	44.5%	62.4%	174.9%	45.1%	73.4%	-3.3%	Sep '26
Industrials	167.84	-2.2%	0.5%	-4.0%	-7.7%	2.7%	10.0%	19.3%	9.1%	73.6%	79.1%	23.6%	46.8%	-9.8%	Aug '26
Technology	201.39	-0.3%	2.9%	7.7%	12.5%	46.9%	41.7%	24.6%	40.4%	144.0%	174.0%	67.9%	125.9%	-0.3%	Oct '26
Consumer Staples/Defensive	81.70	-0.12%	1.4%	-2.8%	-3.1%	1.9%	7.4%	1.5%	7.2%	32.9%	32.9%	4.9%	11.5%	-7.5%	Feb '26
Healthcare	168.81	1.0%	0.2%	-1.2%	3.0%	16.1%	19.0%	14.5%	10.4%	36.5%	43.5%	18.8%	30.3%	-3.5%	Aug '26
Utilities	41.15	-0.02%	4.3%	-3.8%	-9.3%	-9.8%	-6.1%	16.0%	-1.6%	57.1%	46.5%	7.6%	17.4%	-12.0%	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	160.71	-0.7%	1.2%	-0.7%	2.7%	15.4%	17.2%	22.4%	14.3%	82.6%	72.7%	32.6%	58.7%	-1.1%	Aug '26
MSCI Emerging Markets	67.37	-1.3%	0.9%	-1.9%	2.5%	18.1%	27.1%	34.0%	23.8%	91.3%	49.7%	55.4%	80.0%	-5.4%	Jun '26
FTSE Europe	85.56	-1.2%	-1.4%	-6.5%	-3.7%	4.1%	9.6%	35.8%	4.5%	62.8%	52.4%	29.1%	43.0%	-8.0%	Aug '26
MSCI Japan	98.32	-1.0%	0.9%	0.0%	5.6%	15.6%	25.2%	25.9%	22.4%	80.7%	62.6%	48.5%	67.7%	-1.0%	Oct '26
MSCI India	46.11	-1.3%	-1.2%	-7.6%	-6.5%	-2.6%	-12.8%	2.7%	-14.7%	4.2%	0.5%	-7.3%	-6.2%	-17.5%	Jun '25
MSCI China	51.64	-1.1%	-1.1%	-6.0%	-0.3%	-6.5%	-20.0%	31.0%	-13.5%	29.3%	-15.4%	-1.1%	17.5%	-21.5%	Oct '25
International Bond	46.83	-0.04%	0.2%	-1.1%	-1.7%	-0.8%	-0.7%	2.9%	-1.0%	13.0%	0.2%	1.7%	1.4%	-3.0%	Feb '26
iShares Latin America	37.41	-1.7%	8.4%	3.7%	10.9%	6.4%	39.5%	52.7%	24.4%	79.2%	103.6%	65.7%	86.0%	-1.7%	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	714.34	-0.3%	1.9%	1.2%	4.2%	18.5%	17.5%	17.8%	14.9%	88.1%	90.0%	29.4%	59.2%	-0.3%	Oct '26
US Large Growth	128.76	-0.3%	2.8%	4.4%	6.2%	19.4%	10.3%	19.8%	9.1%	99.2%	105.9%	26.0%	63.0%	-0.3%	Oct '26
US Large Value	250.78	-0.4%	1.1%	-2.3%	1.6%	16.5%	24.5%	15.7%	20.5%	76.9%	71.7%	31.5%	54.0%	-3.0%	Sep '26

US MidCap Blend	80.14	-1.0%	2.2%	-2.6%	-0.6%	10.5%	11.6%	17.0%	11.2%	80.6%	73.9%	23.8%	47.7%	-5.1%	Aug '26
US MidCap Growth	300.18	-1.3%	2.8%	0.1%	0.0%	14.7%	2.7%	10.7%	8.0%	57.8%	28.7%	11.2%	40.1%	-4.3%	Aug '26
US MidCap Value	199.07	-0.9%	1.8%	-4.0%	-0.3%	8.1%	16.5%	12.1%	14.0%	64.9%	55.3%	23.8%	44.7%	-5.2%	Aug '26

US Small Blend	286.98	-1.4%	0.9%	-4.1%	-3.6%	8.7%	13.7%	8.9%	12.3%	61.4%	38.4%	18.3%	51.1%	-6.9%	Aug '26
US Small Growth	355.37	-1.4%	-0.4%	-5.8%	-7.8%	11.2%	10.1%	12.9%	10.3%	64.3%	23.2%	20.8%	59.7%	-10.1%	Aug '26
US Small Value	210.02	-1.1%	0.3%	-6.1%	-4.2%	9.4%	20.1%	12.4%	17.1%	67.6%	40.5%	29.2%	63.4%	-7.3%	Aug '26

Foreign Large Blend	103.10	-1.1%	-0.8%	-4.8%	-1.0%	6.5%	12.9%	31.6%	9.0%	65.4%	54.9%	32.8%	48.7%	-5.2%	Aug '26
Foreign Growth	119.69	-1.2%	-0.1%	-3.9%	-2.3%	6.8%	5.6%	20.7%	5.9%	46.6%	23.1%	18.5%	37.8%	-5.9%	Aug '26
Foreign Value	78.05	-1.1%	-1.4%	-5.9%	-0.1%	6.3%	20.3%	42.2%	12.2%	84.6%	91.2%	47.5%	59.8%	-6.1%	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	22.75		-0.2%	-0.5%	-0.8%	1.4%	2.8%	3.0%	3.6%	2.5%	19.9%	29.3%	5.4%	9.2%	-0.9%	Sep '26
Ultra Short- Janus AAA CLO	50.51		0.02%	0.1%	0.3%	1.2%	2.5%	4.7%	5.2%	3.4%	19.4%	27.8%	8.0%	8.5%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.49		-0.1%	0.3%	0.0%	2.0%	3.1%	4.4%	6.9%	2.3%	22.5%	30.3%	8.6%	12.5%	-0.4%	Sep '26
Interval CEF- Cliffwater	10.19	p	EOD	-2.0%	-1.6%	-0.6%	1.2%	4.3%	8.9%	2.3%	29.2%	53.7%	9.8%	9.5%	-2.1%	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	59.72		-0.4%	1.1%	-0.9%	1.7%	14.6%	15.6%	17.7%	12.7%	88.4%	116.4%	26.9%	56.7%	-1.7%	Aug '26
Int’l Min Volatility- Franklin	41.56		-0.4%	-0.4%	-2.9%	1.5%	4.1%	24.3%	27.1%	16.0%	83.2%	116.0%	41.3%	55.1%	-3.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.82	p	EOD	2.5%	-4.0%	-8.6%	4.3%	8.6%	3.0%	6.4%	67.4%	109.1%	8.7%	38.5%	-13.0%	Jun '26
Small Value- Avantis	119.13		-1.1%	1.2%	-5.8%	-2.9%	6.7%	21.5%	7.4%	17.9%	65.3%	65.9%	25.5%	62.1%	-7.2%	Aug '26
Mid Value- Pacer Cash Cows	67.72		-0.3%	1.4%	-5.0%	6.0%	9.5%	20.3%	9.0%	13.8%	48.4%	67.3%	19.2%	46.9%	-6.2%	Sep '26
Growth- S&P Momentum	153.00		0.01%	0.9%	2.4%	2.6%	31.6%	28.1%	26.6%	29.0%	169.9%	162.5%	50.5%	87.3%	-5.2%	Jun '26
Invesco S&P Quality	85.21		-0.5%	1.3%	0.1%	-1.5%	12.5%	16.9%	13.2%	14.4%	75.6%	83.8%	22.0%	46.2%	-5.3%	Jun '26
Rotation Factor- BlackRock	70.42		-0.4%	1.7%	0.7%	4.9%	19.5%	19.9%	20.0%	16.6%	105.6%	110.3%	33.4%	64.1%	-0.4%	Oct '26
US Min Volatility- Fidelity	71.98		-0.3%	1.9%	-0.2%	2.7%	10.6%	10.5%	11.8%	9.1%	53.6%	59.5%	16.7%	35.1%	-1.9%	Aug '26
Derivative Income- JPMorgan	56.45		-0.2%	1.0%	-0.7%	1.2%	4.0%	7.5%	8.1%	4.7%	35.1%	44.0%	8.5%	25.0%	-1.7%	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	18.23	p	EOD	-0.1%	2.2%	5.1%	9.9%	14.4%	6.5%	15.3%	34.8%	49.6%	21.0%	26.3%	-0.8%	Sep '26
Multistrategy- AQR	15.55	p	EOD	0.3%	1.0%	7.0%	6.7%	14.9%	16.4%	11.0%	48.5%	85.5%	22.3%	27.5%	-0.2%	Sep '26
Long Short- AQR	22.54	p	EOD	0.4%	0.7%	9.7%	8.8%	15.9%	34.4%	6.5%	93.1%	197.2%	33.0%	38.4%	-0.6%	Sep '26
Mkt Neutral- BlackRock	16.11	p	EOD	0.4%	3.3%	7.8%	13.3%	26.1%	18.3%	18.9%	80.8%	101.0%	39.3%	32.9%	-0.8%	Oct '26
Multi Strategy- Variant	25.70	p	EOD	0.1%	0.7%	1.8%	3.0%	6.3%	7.2%	4.5%	20.4%	42.6%	11.0%	10.1%	NewNew Peak	Oct '26
Long Short- First Trust	77.76		-0.03%	1.4%	1.5%	5.3%	10.7%	12.5%	9.1%	10.2%	51.0%	68.4%	16.4%	31.4%	NewNew Peak	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)	350.50	0.8%	1.9%	3.6%	-4.4%	14.9%	43.0%	66.0%	12.2%	157.2%	154.1%	90.3%	143.4%	-12.8%	May '26
Meta (Communications)	721.31	-2.4%	-0.5%	17.0%	17.3%	25.6%	1.5%	13.1%	9.6%	130.9%	121.2%	3.1%	42.0%	-8.3%	Aug '25
Amazon (Cyclical)	259.92	1.4%	4.3%	0.5%	5.7%	21.6%	17.2%	5.2%	12.6%	103.1%	57.4%	14.7%	52.3%	-8.5%	Aug '26
Tesla (Cyclical)	377.81	-0.8%	6.5%	6.7%	-6.2%	9.0%	-12.8%	11.4%	-16.0%	45.0%	42.8%	4.8%	70.3%	-22.9%	Dec '25
Procter & Gamble (Defensive)	147.82	-0.4%	1.7%	0.9%	-2.5%	6.2%	-0.2%	-12.3%	5.4%	11.0%	18.1%	-7.4%	-2.7%	-12.5%	Mar '25
PepsiCo (Defensive)	123.73	-1.6%	-2.4%	-10.1%	-13.7%	-17.5%	-8.6%	-1.8%	-11.2%	-14.0%	-7.0%	-9.1%	-6.3%	-25.2%	Feb '26
Coca-Cola (Defensive)	85.82	-0.4%	-0.3%	-2.0%	2.7%	14.5%	31.9%	15.6%	25.1%	76.1%	84.4%	28.5%	30.7%	-6.2%	Aug '26
Exxon Mobil (Energy)	164.05	-0.3%	0.8%	2.9%	16.5%	1.4%	47.7%	16.0%	39.1%	68.9%	222.3%	55.9%	70.6%	-3.1%	Sep '26
Chevron (Energy)	205.15	-1.2%	0.5%	-1.7%	18.9%	3.6%	37.7%	10.1%	38.4%	43.4%	137.2%	38.8%	59.4%	-5.8%	Sep '26
JPMorgan Chase (Financial)	329.58	-0.5%	0.1%	-7.6%	-2.4%	11.9%	9.2%	37.3%	4.3%	142.1%	119.4%	22.2%	56.4%	-9.3%	Aug '26
Visa (Financial)	372.10	0.4%	3.6%	-0.8%	5.8%	23.5%	6.4%	11.8%	6.7%	62.0%	67.6%	5.9%	22.1%	-3.1%	Aug '26
Mastercard (Financial)	570.06	0.6%	3.4%	-1.6%	7.4%	14.8%	-1.1%	9.0%	0.3%	45.6%	65.7%	1.2%	19.9%	-5.0%	Aug '26
Bank of America (Financial)	53.52	-1.1%	-1.7%	-14.6%	-10.1%	7.5%	8.7%	28.0%	-1.1%	120.6%	37.1%	20.9%	57.8%	-17.0%	Aug '26
UnitedHealth (Health)	375.98	-0.09%	2.4%	-4.7%	-11.7%	23.6%	6.1%	-33.1%	16.1%	-23.7%	1.7%	-23.1%	-29.3%	-34.7%	Apr '25
Johnson & Johnson (Health)	258.45	1.4%	-2.4%	-6.1%	-2.8%	9.6%	39.9%	47.5%	26.9%	78.5%	84.2%	70.1%	79.0%	-7.2%	Sep '26
Eli Lilly (Health)	1188.72	2.7%	2.7%	3.4%	-3.7%	28.1%	41.8%	40.2%	11.1%	114.7%	433.5%	38.6%	65.4%	-7.2%	Aug '26
Union Pacific (Industrials)	274.68	-0.7%	0.9%	-5.2%	-2.5%	12.7%	21.0%	3.9%	20.5%	44.9%	45.1%	15.6%	36.3%	-11.2%	Aug '26
Honeywell (Industrials)	208.11	-2.2%	-1.3%	-0.7%	-7.2%	-10.6%	2.7%	-6.4%	3.1%	21.3%	6.8%	3.4%	18.6%	-19.3%	Mar '26
Nvidia (IT)	237.47	-0.7%	4.0%	3.2%	20.7%	33.6%	28.6%	38.9%	27.6%	420.5%	1031.7%	71.0%	147.2%	-0.7%	Oct '26
Broadcom (IT)	376.51	0.2%	7.2%	5.4%	1.7%	13.1%	12.8%	50.6%	9.4%	360.1%	732.8%	67.0%	144.1%	-21.5%	Jun '26
Adobe (IT)	232.77	-2.2%	-3.0%	-12.7%	5.1%	-3.1%	-33.2%	-21.3%	-33.5%	-55.8%	-59.8%	-49.1%	-31.5%	-49.8%	Feb '25
Oracle (IT)	143.56	-0.8%	4.6%	-9.6%	1.7%	1.0%	-48.9%	18.1%	-25.6%	35.2%	66.4%	-19.6%	17.3%	-55.8%	Sep '25
salesforce.com (IT)	224.56	-0.2%	-2.2%	-13.2%	32.7%	23.6%	-5.5%	-20.2%	-14.7%	10.4%	-16.7%	-29.9%	-6.7%	-36.8%	Jan '25
Linde PLC (Materials)	483.98	-1.2%	2.0%	1.3%	-9.8%	-1.5%	4.3%	3.2%	14.6%	34.6%	73.1%	7.2%	19.4%	-11.2%	Jul '26
Sherwin-Williams (Materials)	315.00	-1.9%	-2.6%	-5.6%	-7.8%	0.8%	-5.6%	-3.8%	-2.1%	26.9%	12.2%	-9.0%	1.9%	-15.3%	Sep '25
American Tower (Real Estate)	166.18	0.8%	1.5%	-4.5%	1.7%	-1.6%	-7.5%	-0.9%	-2.4%	16.9%	-26.5%	-6.0%	-13.4%	-24.9%	Jul '25
Prologis Inc. (Real Estate)	127.30	-1.1%	-2.0%	-6.6%	-10.7%	-3.0%	13.2%	25.1%	2.1%	28.7%	14.0%	10.9%	49.0%	-14.5%	Jul '26
NextEra Energy (Utilities)	77.06	-1.1%	1.7%	-7.6%	-12.2%	-16.5%	-4.7%	15.5%	-1.9%	67.7%	8.9%	17.6%	25.6%	-20.1%	Apr '26
Duke Energy (Utilities)	115.50	-0.1%	1.3%	-3.9%	-9.1%	-10.8%	-4.8%	12.7%	1.1%	48.8%	38.7%	8.9%	4.9%	-11.9%	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	15.60	p	EOD	0.6%	-1.6%	-1.4%	1.3%	2.3%	9.4%	1.3%	25.8%	10.5%	9.1%	12.0%	-2.1%	Aug '26
Moderate-60% Stock	68.71		-0.4%	0.7%	-1.5%	0.4%	7.7%	9.6%	16.4%	7.5%	52.1%	39.8%	21.0%	33.9%	-2.0%	Aug '26
Mod Agg-80% Stock	56.16	p	EOD	1.5%	-0.7%	1.9%	11.7%	14.0%	19.6%	11.5%	67.3%	54.2%	27.8%	46.6%	-1.2%	Aug '26
Aggressive-90% Stock	35.04	p	EOD	1.6%	-0.2%	2.2%	15.1%	18.9%	20.9%	15.8%	75.4%	58.6%	33.2%	57.1%	-0.7%	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	83283.66	-2.7%	-0.3%	4.5%	31.6%	15.8%	-31.4%	-6.3%	-4.8%	198.0%	54.8%	-13.8%	9.2%	-33.2%	Oct '25
Ethereum	2568.53	-4.8%	-4.3%	4.6%	45.2%	14.6%	-42.3%	-11.0%	-13.4%	56.1%	-28.4%	-5.4%	74.4%	-46.8%	Aug '25
BNB	769.84	-1.3%	0.2%	6.7%	33.5%	24.0%	-41.2%	23.1%	-10.8%	260.5%	75.5%	17.8%	39.1%	-41.2%	Oct '25
Solana	115.87	-4.1%	-1.8%	13.7%	43.7%	35.3%	-47.4%	-34.2%	-6.9%	394.7%	-24.9%	-31.4%	9.8%	-55.8%	Jan '25
Bitcoin ETF	47.21	-2.6%	-0.3%	4.4%	30.6%	20.7%	-31.7%	-6.4%	-4.9%	-	-	-13.6%	8.3%	-33.8%	Oct '25
Grayscale Bitcoin (hi fee)	64.39	-2.6%	-0.3%	4.3%	30.2%	19.9%	-32.5%	-7.6%	-5.8%	243.8%	71.6%	-15.4%	6.2%	-34.6%	Oct '25
Bloomberg Commodities	26.06	-0.4%	0.7%	0.5%	13.7%	5.9%	38.2%	14.9%	33.4%	57.4%	64.0%	40.0%	54.9%	-2.8%	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	5.66	0.4%	0.4%	7.9%	12.3%	15.0%	19.8%	1.1%	17.0%	14.6%	165.5%	18.8%	20.1%	-0.1%	Oct '26
10yr Treasury rate	5.28	0.2%	-0.3%	10.3%	16.5%	21.5%	27.9%	-9.0%	26.8%	10.3%	235.9%	16.4%	23.8%	-0.6%	Oct '26
5yr Treasury rate	5.02	-0.1%	-1.3%	10.4%	17.9%	26.3%	35.5%	-15.0%	34.9%	5.7%	392.7%	14.9%	28.3%	-1.3%	Sep '26
13-week T-bill	4.04	0.00%	0.2%	7.5%	8.4%	11.7%	5.0%	-15.7%	13.8%	-24.5%	9992.5%	-4.3%	-3.4%	-5.8%	May '25
Crude Oil	88.94	-0.6%	-1.6%	-2.8%	26.3%	-21.3%	44.1%	-19.9%	54.9%	7.4%	13.6%	23.1%	49.3%	-21.3%	Apr '26
Gold	4136.70	-1.2%	-1.2%	-7.6%	-0.5%	-11.7%	3.3%	64.4%	-4.7%	124.2%	135.1%	40.9%	38.3%	-22.2%	Jan '26
USD/EUR	0.89	0.5%	1.2%	3.8%	1.8%	4.4%	4.1%	-11.4%	4.9%	-	3.2%	-6.7%	-1.9%	-8.5%	Jan '25
USD/JPY	158.03	-0.2%	0.3%	1.2%	-2.7%	-0.4%	3.9%	-0.4%	1.0%	-	41.5%	4.0%	8.4%	-3.6%	Jul '26
S&P 500 Volatility Index	15.08	0.5%	-7.7%	3.8%	-6.5%	-41.5%	-12.5%	-13.8%	0.9%	-13.6%	-22.8%	-1.2%	-71.2%	-71.2%	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	50.06		0.05%	0.4%	-0.4%	0.0%	1.0%	2.6%	6.1%	1.5%	18.4%	18.8%	6.8%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	47.34		-0.6%	-0.2%	-3.0%	-5.2%	-3.7%	-2.6%	4.3%	-3.7%	10.0%	1.3%	-0.1%	2.3%	-5.5%	Jul '26
Interm Bond- Janus MSB	42.20		-0.1%	-0.1%	-3.9%	-4.6%	-4.4%	-2.6%	8.8%	-3.9%	15.9%	-1.1%	3.5%	2.4%	-6.0%	Feb '26
Interm Bond- Vanguard	72.78		0.03%	0.3%	-2.5%	-3.3%	-3.4%	-2.6%	8.5%	-3.4%	15.1%	-2.1%	3.9%	2.3%	-5.2%	Feb '26
Multisector Bond- Intrepid	8.74	p	EOD	0.1%	-0.8%	-0.3%	1.8%	3.5%	8.2%	2.3%	28.1%	32.7%	8.9%	11.8%	-0.9%	Aug '26
Int’l Bond- JPMorgan	46.71		-0.09%	0.3%	-1.7%	-2.3%	-0.1%	0.2%	8.2%	-1.0%	18.7%	12.8%	5.3%	5.9%	-2.8%	Feb '26
Long Bond- Vanguard	68.32		-0.10%	0.2%	-4.1%	-6.1%	-6.2%	-6.8%	7.2%	-6.1%	15.5%	-16.8%	-0.5%	2.9%	-8.8%	Oct '25
Long CA Muni- PIMCO	8.84	p	EOD	0.2%	-3.7%	-5.9%	-4.2%	-2.4%	4.4%	-3.7%	12.7%	1.4%	0.0%	2.8%	-6.0%	Jul '26
Long Muni- iShares	53.85		-0.5%	-0.2%	-3.1%	-5.6%	-4.1%	-2.8%	3.4%	-4.2%	8.5%	-1.4%	-0.5%	3.3%	-6.0%	Feb '26

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