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S&P 500

Return

63.8%

[

19.4%

annualized]

Dec 29 2023 - Oct 09 2026

DJIA (Large Value)

Return

37.1%

[

12.0%

annualized]

Dec 29 2023 - Oct 09 2026

Russell 2000 (Small Cap)

Return

38.5%

[

12.4%

annualized]

Dec 29 2023 - Oct 09 2026

Performance Range:

As of Oct 09 11:50 PM EDT, next update on next market open

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	7811.54	0.6%	1.2%	2.9%	3.1%	14.6%	19.2%	16.4%	14.1%	79.2%	77.9%	27.1%	56.8%	-0.1%	Oct '26
DJIA (Large Value)	51654.90	0.8%	0.9%	-0.8%	-1.9%	7.8%	13.6%	13.0%	7.5%	53.1%	48.7%	15.7%	37.2%	-5.0%	Aug '26
Russell 2000 (Small Cap)	2806.98	0.5%	-0.9%	-2.9%	-5.7%	6.7%	17.2%	11.3%	13.1%	58.1%	25.7%	23.0%	59.4%	-8.5%	Aug '26
NASDAQ Comp (Tech/Growth)	27366.17	0.6%	0.6%	4.9%	4.1%	19.5%	23.2%	20.4%	17.7%	101.8%	87.7%	36.4%	79.2%	-0.8%	Oct '26
Aggregate Bond	94.59	-0.04%	0.4%	-1.2%	-2.5%	-2.8%	-2.0%	7.2%	-2.4%	13.4%	-2.2%	3.7%	2.8%	-4.2%	Feb '26
Corp Bond	102.41	-0.06%	0.6%	-1.4%	-3.5%	-3.9%	-3.6%	7.9%	-3.7%	15.7%	-4.9%	2.8%	4.2%	-5.4%	Feb '26
High Yield Bond	77.23	0.12%	0.4%	-1.3%	-1.7%	-0.5%	2.5%	8.6%	0.1%	25.9%	18.0%	6.8%	11.3%	-2.4%	Aug '26
Preferred	29.38	0.03%	-0.6%	-1.4%	-2.4%	-1.8%	-0.5%	4.9%	-1.3%	20.9%	2.6%	2.1%	10.4%	-5.1%	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	49.43	0.3%	1.2%	-2.2%	-2.4%	-4.1%	15.9%	9.9%	10.4%	32.6%	34.4%	13.5%	36.8%	-7.5%	Aug '26
Consumer Discretionary/Cyclical	112.85	1.0%	2.6%	1.0%	-3.5%	0.4%	-0.5%	7.4%	-4.9%	42.3%	28.8%	1.2%	29.5%	-8.8%	Jan '26
Financial Services	54.73	0.9%	2.3%	-3.4%	-1.4%	8.6%	6.6%	14.9%	1.1%	72.1%	52.8%	7.6%	27.4%	-6.2%	Sep '26
Real Estate	90.65	1.5%	1.3%	-2.8%	-6.0%	-0.8%	6.8%	3.3%	5.4%	35.1%	7.1%	5.2%	20.2%	-9.4%	Jul '26
Communication Services	110.38	-1.5%	0.1%	-0.7%	-0.8%	-2.6%	-0.9%	23.1%	-5.4%	67.9%	43.7%	7.4%	30.5%	-7.2%	Jan '26
Energy	65.08	-0.2%	3.6%	0.8%	18.9%	15.8%	57.1%	7.9%	48.4%	61.2%	174.0%	49.1%	78.1%	-0.7%	Sep '26
Industrials	169.25	0.5%	-0.4%	-0.5%	-6.7%	-0.8%	14.2%	19.3%	10.0%	71.3%	80.6%	24.6%	48.1%	-9.0%	Aug '26
Technology	198.78	0.5%	-0.5%	7.4%	7.1%	39.7%	43.5%	24.6%	38.6%	139.2%	171.4%	65.8%	123.0%	-1.6%	Oct '26
Consumer Staples/Defensive	83.43	0.01%	3.6%	1.1%	-0.2%	2.7%	9.8%	1.5%	9.5%	34.2%	35.9%	7.1%	13.8%	-5.5%	Feb '26
Healthcare	170.81	1.6%	2.8%	3.5%	6.6%	16.9%	22.2%	14.5%	11.7%	37.0%	45.9%	20.2%	31.8%	-2.4%	Aug '26
Utilities	41.41	0.8%	4.0%	-1.9%	-8.1%	-10.6%	-5.6%	16.0%	-1.0%	54.5%	48.5%	8.3%	18.1%	-11.4%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.90	0.7%	0.5%	1.3%	2.0%	11.6%	20.4%	22.4%	14.4%	80.7%	73.1%	32.8%	58.9%	-1.0%	Aug '26
MSCI Emerging Markets	66.80	1.1%	-1.3%	-0.3%	-0.1%	10.9%	31.1%	34.0%	22.7%	87.9%	47.9%	54.1%	78.5%	-6.2%	Jun '26
FTSE Europe	86.03	0.7%	-0.4%	-3.5%	-2.6%	0.4%	12.0%	35.8%	5.1%	61.7%	53.2%	29.8%	43.8%	-7.5%	Aug '26
MSCI Japan	97.86	0.6%	-1.1%	1.5%	3.5%	11.6%	30.3%	25.9%	21.8%	77.0%	62.5%	47.8%	67.0%	-1.5%	Oct '26
MSCI India	46.03	1.0%	-1.1%	-4.3%	-6.6%	-6.7%	-12.8%	2.7%	-14.8%	4.0%	0.4%	-7.5%	-6.4%	-17.6%	Jun '25
MSCI China	52.55	2.3%	2.6%	-0.5%	-1.1%	-7.5%	-12.8%	31.0%	-11.9%	29.2%	-14.6%	0.6%	19.6%	-20.1%	Oct '25
International Bond	46.98	0.11%	0.3%	0.3%	-1.6%	-0.7%	-0.9%	2.9%	-0.7%	12.8%	0.7%	2.1%	1.7%	-2.7%	Feb '26
iShares Latin America	38.15	1.7%	9.1%	5.3%	10.5%	2.2%	45.4%	52.7%	26.9%	77.1%	106.2%	69.0%	89.7%	NewNew Peak	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	715.59	0.6%	1.1%	3.0%	3.4%	15.2%	20.5%	17.8%	15.1%	86.2%	90.7%	29.6%	59.4%	-0.1%	Oct '26
US Large Growth	127.91	0.6%	0.7%	5.5%	3.3%	14.9%	12.1%	19.8%	8.4%	96.0%	105.4%	25.2%	62.0%	-1.0%	Oct '26
US Large Value	253.54	0.6%	1.7%	0.5%	3.1%	15.1%	29.1%	15.7%	21.8%	76.1%	73.6%	33.0%	55.7%	-1.9%	Sep '26

US MidCap Blend	81.14	0.9%	1.9%	0.9%	0.2%	9.7%	16.0%	17.0%	12.6%	80.0%	76.8%	25.3%	49.5%	-3.9%	Aug '26
US MidCap Growth	302.48	1.6%	1.6%	3.5%	0.2%	13.1%	5.8%	10.7%	8.9%	56.4%	30.6%	12.0%	41.2%	-3.5%	Aug '26
US MidCap Value	202.23	0.4%	2.1%	-0.3%	1.0%	8.0%	21.8%	12.1%	15.8%	64.9%	58.0%	25.7%	47.0%	-3.7%	Aug '26

US Small Blend	289.48	0.6%	0.2%	-0.3%	-2.6%	7.0%	18.2%	8.9%	13.3%	59.8%	40.4%	19.3%	52.4%	-6.1%	Aug '26
US Small Growth	356.78	0.9%	-1.1%	-2.3%	-7.1%	7.8%	13.0%	12.9%	10.7%	62.5%	25.2%	21.3%	60.3%	-9.7%	Aug '26
US Small Value	210.87	-0.04%	-0.7%	-3.3%	-3.7%	6.6%	24.4%	12.4%	17.6%	65.2%	41.4%	29.7%	64.0%	-6.9%	Aug '26

Foreign Large Blend	103.40	0.7%	-0.5%	-2.1%	-0.9%	2.8%	15.9%	31.6%	9.4%	63.8%	55.4%	33.2%	49.1%	-5.0%	Aug '26
Foreign Growth	120.30	1.0%	-0.6%	-0.4%	-1.9%	2.4%	9.1%	20.7%	6.4%	45.8%	24.1%	19.1%	38.5%	-5.4%	Aug '26
Foreign Value	78.19	0.3%	-0.4%	-4.0%	-0.3%	3.3%	23.0%	42.2%	12.4%	82.3%	91.2%	47.7%	60.1%	-5.9%	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	22.72	-0.09%	-0.4%	-0.8%	1.2%	2.7%	3.2%	3.6%	2.4%	19.2%	29.3%	5.3%	9.0%	-1.0%	Sep '26
Ultra Short- Janus AAA CLO	50.53	0.02%	0.1%	0.3%	1.2%	2.5%	4.9%	5.2%	3.5%	19.4%	27.8%	8.1%	8.5%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.47	-0.10%	0.0%	0.0%	1.8%	3.1%	4.9%	6.9%	2.2%	21.9%	30.2%	8.5%	12.4%	-0.5%	Sep '26
Interval CEF- Cliffwater	10.18	0%	-2.2%	-1.8%	-0.8%	1.0%	4.2%	8.9%	2.2%	29.0%	53.6%	9.6%	9.4%	-2.2%	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	59.86	0.7%	1.0%	1.3%	0.9%	10.8%	18.6%	17.7%	12.9%	86.2%	116.6%	27.2%	57.0%	-1.5%	Aug '26
Int’l Min Volatility- Franklin	41.80	0.4%	0.4%	-0.6%	2.0%	3.9%	26.5%	27.1%	16.7%	81.9%	117.1%	42.1%	56.0%	-2.5%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.41	0.3%	-1.3%	-2.2%	-9.8%	-0.6%	11.1%	3.0%	4.7%	60.0%	106.1%	7.0%	36.3%	-14.4%	Jun '26
Small Value- Avantis	119.64	-0.4%	-0.3%	-3.3%	-3.2%	5.0%	27.4%	7.4%	18.4%	62.2%	66.7%	26.1%	62.8%	-6.8%	Aug '26
Mid Value- Pacer Cash Cows	68.52	-0.5%	1.5%	-1.0%	7.6%	12.3%	25.8%	9.0%	15.1%	46.6%	69.6%	20.6%	48.7%	-5.1%	Sep '26
Growth- S&P Momentum	151.16	0.2%	-1.4%	2.6%	-1.5%	22.9%	28.6%	26.6%	27.4%	162.9%	159.6%	48.7%	85.0%	-6.3%	Jun '26
Invesco S&P Quality	85.83	0.4%	1.1%	2.7%	-2.4%	9.4%	20.2%	13.2%	15.3%	75.0%	85.1%	22.8%	47.3%	-4.6%	Jun '26
Rotation Factor- BlackRock	70.43	0.5%	0.7%	2.0%	3.6%	15.5%	22.7%	20.0%	16.6%	103.1%	110.8%	33.4%	64.1%	-0.4%	Oct '26
US Min Volatility- Fidelity	72.66	0.6%	2.1%	2.2%	3.9%	10.1%	14.2%	11.8%	10.1%	53.4%	61.1%	17.8%	36.4%	-1.0%	Aug '26
Derivative Income- JPMorgan	56.77	0.2%	1.2%	1.5%	1.9%	2.8%	9.8%	8.1%	5.3%	34.4%	45.1%	9.1%	25.7%	-1.2%	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	18.28	0.11%	0.6%	0.8%	4.9%	9.9%	15.3%	6.5%	15.6%	35.1%	50.2%	21.3%	26.7%	-0.5%	Sep '26
Multistrategy- AQR	15.61	0.2%	0.7%	1.1%	6.6%	7.4%	15.7%	16.4%	11.4%	48.2%	85.5%	22.8%	28.0%	NewNew Peak	Oct '26
Long Short- AQR	22.48	0%	-0.5%	1.0%	8.0%	9.5%	16.3%	34.4%	6.2%	91.1%	193.8%	32.6%	38.1%	-0.8%	Sep '26
Mkt Neutral- BlackRock	16.08	0.06%	-1.0%	2.9%	6.7%	13.3%	25.5%	18.3%	18.7%	80.0%	100.6%	39.0%	32.7%	-1.0%	Oct '26
Multi Strategy- Variant	25.72	0.08%	0.1%	0.7%	1.7%	3.0%	6.3%	7.2%	4.6%	20.4%	42.6%	11.0%	10.2%	NewNew Peak	Oct '26
Long Short- First Trust	77.71	0.03%	0.5%	2.2%	4.3%	8.0%	15.4%	9.1%	10.1%	50.2%	67.4%	16.3%	31.3%	-0.1%	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)	351.66	1.0%	2.4%	5.7%	-1.5%	11.0%	49.0%	66.0%	12.6%	157.1%	154.0%	90.9%	144.2%	-12.5%	May '26
Meta (Communications)	718.67	-0.3%	-1.3%	11.6%	7.5%	14.3%	2.2%	13.1%	9.2%	125.4%	119.8%	2.7%	41.5%	-8.7%	Aug '25
Amazon (Cyclical)	262.43	3.3%	4.3%	4.2%	7.0%	10.1%	21.3%	5.2%	13.7%	102.7%	59.6%	15.8%	53.8%	-7.6%	Aug '26
Tesla (Cyclical)	382.70	2.1%	3.3%	5.3%	-6.1%	9.7%	-7.4%	11.4%	-14.9%	45.2%	46.2%	6.1%	72.5%	-21.9%	Dec '25
Procter & Gamble (Defensive)	151.23	0.4%	4.4%	5.8%	3.6%	5.7%	4.0%	-12.3%	7.9%	13.0%	21.3%	-5.3%	-0.4%	-10.5%	Mar '25
PepsiCo (Defensive)	125.97	-1.8%	0.1%	-7.8%	-7.3%	-18.1%	-12.7%	-1.8%	-9.6%	-14.6%	-5.1%	-7.4%	-4.6%	-23.9%	Feb '26
Coca-Cola (Defensive)	88.05	0.3%	2.8%	0.8%	6.1%	15.1%	34.8%	15.6%	28.4%	77.7%	88.3%	31.9%	34.1%	-3.7%	Aug '26
Exxon Mobil (Energy)	168.94	0.3%	3.0%	2.2%	22.4%	12.2%	57.0%	16.0%	43.2%	68.8%	223.7%	60.5%	75.7%	-0.2%	Sep '26
Chevron (Energy)	211.98	0.2%	2.6%	-0.4%	21.2%	14.4%	48.0%	10.1%	43.0%	44.3%	139.7%	43.4%	64.7%	-2.7%	Sep '26
JPMorgan Chase (Financial)	332.99	0.5%	0.7%	-5.3%	-0.5%	8.5%	12.8%	37.3%	5.3%	143.6%	121.5%	23.5%	58.0%	-8.4%	Aug '26
Visa (Financial)	385.45	2.8%	6.9%	5.0%	10.7%	27.1%	13.1%	11.8%	10.6%	66.7%	73.9%	9.7%	26.5%	NewNew Peak	Oct '26
Mastercard (Financial)	589.14	2.7%	6.8%	4.4%	12.0%	18.5%	6.4%	9.0%	3.9%	49.8%	71.0%	4.7%	24.1%	-1.6%	Aug '26
Bank of America (Financial)	54.32	1.3%	1.1%	-13.2%	-8.5%	4.5%	14.0%	28.0%	0.3%	116.1%	38.5%	22.7%	60.2%	-15.8%	Aug '26
UnitedHealth (Health)	379.30	2.3%	2.0%	-1.7%	-10.1%	26.1%	9.8%	-33.1%	17.2%	-23.0%	1.6%	-22.4%	-28.6%	-34.2%	Apr '25
Johnson & Johnson (Health)	261.44	1.9%	2.1%	-1.8%	2.2%	10.8%	40.2%	47.5%	28.4%	79.8%	86.8%	72.0%	81.1%	-6.1%	Sep '26
Eli Lilly (Health)	1179.27	0.8%	3.2%	5.0%	-0.6%	25.9%	42.4%	40.2%	10.3%	107.8%	427.5%	37.4%	64.1%	-7.9%	Aug '26
Union Pacific (Industrials)	278.34	0.05%	0.0%	-2.6%	-2.6%	12.2%	26.1%	3.9%	22.1%	44.1%	43.9%	17.1%	38.1%	-10.0%	Aug '26
Honeywell (Industrials)	207.73	0.5%	-2.9%	2.7%	-8.0%	-15.0%	6.6%	-6.4%	2.9%	20.0%	7.0%	3.2%	18.4%	-19.5%	Mar '26
Nvidia (IT)	229.28	-0.5%	-2.0%	5.0%	8.8%	21.8%	25.5%	38.9%	23.2%	402.1%	1005.5%	65.1%	138.7%	-4.2%	Oct '26
Broadcom (IT)	361.54	0.4%	1.8%	0.4%	-9.4%	-2.4%	12.2%	50.6%	5.0%	335.1%	701.4%	60.4%	134.4%	-24.7%	Jun '26
Adobe (IT)	242.27	0.5%	1.9%	-2.6%	8.3%	7.5%	-28.2%	-21.3%	-30.8%	-54.5%	-58.0%	-47.0%	-28.7%	-47.8%	Feb '25
Oracle (IT)	141.40	4.6%	-0.3%	-7.2%	0.9%	3.1%	-51.1%	18.1%	-26.5%	34.0%	60.3%	-20.5%	16.0%	-56.3%	Sep '25
salesforce.com (IT)	229.13	0.6%	-2.4%	-5.5%	40.5%	39.5%	-4.4%	-20.2%	-12.9%	12.9%	-14.3%	-28.4%	-4.8%	-35.5%	Jan '25
Linde PLC (Materials)	483.73	0.4%	0.9%	4.8%	-8.4%	-3.2%	8.0%	3.2%	14.6%	32.6%	74.8%	7.1%	19.4%	-11.2%	Jul '26
Sherwin-Williams (Materials)	319.36	-0.5%	0.0%	0.6%	-4.2%	-4.5%	-3.1%	-3.8%	-0.7%	29.5%	15.2%	-7.8%	3.3%	-14.1%	Sep '25
American Tower (Real Estate)	182.24	9.3%	12.4%	6.5%	9.3%	4.8%	1.6%	-0.9%	7.0%	27.8%	-18.2%	3.1%	-5.0%	-17.7%	Jul '25
Prologis Inc. (Real Estate)	129.49	0.2%	0.4%	-2.9%	-7.3%	-4.2%	20.1%	25.1%	3.8%	29.3%	16.7%	12.8%	51.6%	-13.0%	Jul '26
NextEra Energy (Utilities)	77.38	0.01%	0.7%	-6.1%	-11.4%	-16.5%	-4.5%	15.5%	-1.5%	64.0%	10.3%	18.1%	26.1%	-19.8%	Apr '26
Duke Energy (Utilities)	116.65	-0.2%	2.2%	-2.3%	-6.2%	-9.9%	-4.9%	12.7%	2.1%	46.8%	40.7%	9.9%	6.0%	-11.1%	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	15.61	0.13%	0.4%	-0.5%	-1.4%	0.5%	2.7%	9.4%	1.3%	24.6%	10.7%	9.2%	12.0%	-2.1%	Aug '26
Moderate-60% Stock	68.84	0.4%	0.4%	0.2%	0.1%	5.6%	11.5%	16.4%	7.7%	50.7%	40.2%	21.2%	34.1%	-1.8%	Aug '26
Mod Agg-80% Stock	55.89	0.6%	0.3%	0.5%	0.8%	8.1%	15.8%	19.6%	11.0%	64.6%	53.8%	27.2%	45.9%	-1.7%	Aug '26
Aggressive-90% Stock	34.78	0.7%	0.1%	0.8%	0.9%	10.2%	20.9%	20.9%	14.9%	72.1%	57.7%	32.2%	55.9%	-1.4%	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	82508.60	-0.12%	-2.4%	7.8%	28.7%	13.1%	-27.1%	-6.3%	-5.7%	201.2%	52.9%	-14.6%	8.2%	-33.9%	Oct '25
Ethereum	2488.50	0.05%	-6.7%	2.1%	38.6%	10.8%	-35.2%	-11.0%	-16.1%	58.7%	-30.2%	-8.4%	69.0%	-48.5%	Aug '25
BNB	744.36	0.2%	-3.1%	5.0%	29.4%	22.8%	-32.8%	23.1%	-13.8%	256.9%	77.6%	13.9%	34.5%	-43.2%	Oct '25
Solana	109.61	0.3%	-7.6%	11.1%	40.4%	29.2%	-41.9%	-34.2%	-11.9%	395.9%	-31.0%	-35.1%	3.9%	-58.1%	Jan '25
Bitcoin ETF	46.55	0.6%	-2.5%	6.6%	28.5%	12.0%	-29.7%	-6.4%	-6.2%	-	-	-14.8%	6.8%	-34.7%	Oct '25
Grayscale Bitcoin (hi fee)	63.54	0.7%	-2.4%	6.5%	28.2%	11.4%	-30.5%	-7.6%	-7.1%	241.8%	66.1%	-16.5%	4.8%	-35.4%	Oct '25
Bloomberg Commodities	26.22	0.2%	1.3%	-2.2%	14.0%	10.6%	42.2%	14.9%	34.3%	56.6%	65.1%	40.8%	55.9%	-2.2%	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	5.60	-0.11%	-0.5%	4.5%	10.4%	14.0%	20.8%	1.1%	15.7%	15.9%	159.0%	17.5%	18.8%	-1.1%	Oct '26
10yr Treasury rate	5.24	0.2%	-0.6%	6.1%	14.8%	21.5%	29.4%	-9.0%	26.0%	12.7%	226.7%	15.6%	23.0%	-1.3%	Oct '26
5yr Treasury rate	5.02	0.6%	-0.7%	6.1%	16.6%	27.5%	37.7%	-15.0%	34.9%	8.7%	379.1%	14.9%	28.3%	-1.3%	Sep '26
13-week T-bill	4.06	0.3%	1.6%	5.5%	9.8%	12.9%	5.3%	-15.7%	14.4%	-23.8%	10042.5%	-3.8%	-2.9%	-5.3%	May '25
Crude Oil	91.66	0.2%	0.6%	-10.6%	28.4%	-5.1%	55.6%	-19.9%	59.6%	6.6%	15.5%	26.9%	53.8%	-18.8%	Apr '26
Gold	4220.30	1.5%	1.4%	-4.2%	2.6%	-11.8%	5.5%	64.4%	-2.8%	125.0%	140.1%	43.7%	41.1%	-20.6%	Jan '26
USD/EUR	0.89	0.07%	0.5%	3.6%	1.9%	4.7%	-	-11.4%	4.8%	-5.4%	-	-6.8%	-2.0%	-8.6%	Jan '25
USD/JPY	158.25	0.12%	0.3%	2.4%	-2.1%	-0.6%	-	-0.4%	1.2%	6.5%	-	4.2%	8.5%	-3.4%	Jul '26
S&P 500 Volatility Index	14.84	-3.7%	-3.1%	-16.8%	-1.3%	-22.8%	-31.5%	-13.8%	-0.7%	-12.9%	-20.9%	-2.8%	-71.6%	-71.6%	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	49.86	0.02%	0.2%	-0.1%	0.0%	0.9%	2.6%	6.1%	1.5%	18.1%	18.9%	6.9%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	47.57	0.4%	0.1%	-1.5%	-4.7%	-3.7%	-2.3%	4.3%	-3.2%	9.7%	1.8%	0.4%	2.8%	-5.0%	Jul '26
Interm Bond- Janus MSB	42.48	0.05%	0.4%	-1.9%	-3.7%	-4.0%	-2.2%	8.8%	-3.3%	15.6%	-0.3%	4.2%	3.1%	-5.4%	Feb '26
Interm Bond- Vanguard	72.92	-0.07%	0.4%	-1.3%	-3.0%	-3.4%	-2.7%	8.5%	-3.3%	14.1%	-1.7%	4.1%	2.5%	-5.0%	Feb '26
Multisector Bond- Intrepid	8.74	0.11%	0.0%	-0.5%	-0.5%	1.2%	4.0%	8.2%	2.3%	27.6%	32.5%	8.9%	11.8%	-0.9%	Aug '26
Int’l Bond- JPMorgan	46.77	0.06%	0.6%	-0.6%	-2.0%	-0.8%	0.5%	8.2%	-0.8%	18.1%	12.9%	5.4%	6.0%	-2.7%	Feb '26
Long Bond- Vanguard	68.69	-0.03%	0.7%	-2.2%	-5.2%	-5.7%	-6.4%	7.2%	-5.5%	14.1%	-15.7%	0.0%	3.5%	-8.3%	Oct '25
Long CA Muni- PIMCO	8.83	0.6%	-0.3%	-2.4%	-5.7%	-4.7%	-2.8%	4.4%	-3.8%	12.1%	1.3%	-0.1%	2.7%	-6.1%	Jul '26
Long Muni- iShares	54.15	0.3%	0.2%	-1.5%	-4.9%	-4.0%	-2.5%	3.4%	-3.6%	8.3%	-0.8%	0.1%	3.9%	-5.4%	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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