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S&P 500

Return

71.0%

[

18.0%

annualized]

Dec 30 2022 - Mar 24 2026

-5.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

39.4%

[

10.8%

annualized]

Dec 30 2022 - Mar 24 2026

-7.9%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.2%

[

11.5%

annualized]

Dec 30 2022 - Mar 24 2026

-7.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 24 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	6567.01	-0.2%	-2.2%	-4.7%	-5.3%	-1.1%	13.9%	16.4%	-4.1%	65.4%	68.9%	36.9%	83.6%	-5.9%	Jan '26
DJIA (Large Value)	46213.32	0.01%	-1.7%	-6.0%	-5.2%	0.2%	8.5%	13.0%	-3.8%	43.4%	42.5%	26.3%	58.2%	-7.9%	Feb '26
Russell 2000 (Small Cap)	2504.57	0.4%	-0.6%	-5.6%	-1.7%	2.9%	18.7%	11.3%	0.9%	44.4%	17.4%	10.2%	48.4%	-7.9%	Jan '26
NASDAQ Comp (Tech/Growth)	21792.24	-0.7%	-3.1%	-4.7%	-7.7%	-3.1%	19.8%	20.4%	-6.2%	84.3%	68.1%	37.6%	109.2%	-9.0%	Oct '25
Aggregate Bond	98.69	-0.3%	-1.1%	-2.1%	-1.0%	0.2%	4.0%	7.2%	-0.9%	9.6%	0.3%	-0.4%	16.3%	-2.4%	Feb '26
Corp Bond	108.27	-0.3%	-0.9%	-2.7%	-1.8%	-0.9%	4.2%	7.9%	-1.4%	12.3%	0.2%	-2.6%	23.5%	-2.8%	Feb '26
High Yield Bond	79.18	-0.3%	-0.8%	-1.5%	-1.3%	-0.1%	5.1%	8.6%	-1.3%	27.7%	19.4%	14.9%	34.5%	-2.0%	Jan '26
Preferred	30.46	0.03%	-1.4%	-3.8%	-2.0%	-2.6%	2.4%	4.9%	-1.5%	21.5%	6.3%	-0.3%	22.4%	-4.5%	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	48.59	2.2%	-1.9%	-8.9%	6.0%	9.8%	14.0%	9.9%	7.1%	33.6%	39.4%	17.8%	51.3%	-9.4%	Feb '26
Consumer Discretionary/Cyclical	109.78	-0.3%	-3.0%	-6.0%	-10.4%	-8.2%	8.1%	7.4%	-8.1%	58.6%	39.8%	8.0%	62.5%	-11.8%	Jan '26
Financial Services	49.38	0.2%	-0.4%	-3.1%	-11.4%	-7.6%	-0.5%	14.9%	-9.8%	66.4%	61.0%	33.8%	72.1%	-12.4%	Jan '26
Real Estate	88.26	-1.3%	-5.4%	-7.2%	-0.6%	-1.5%	0.1%	3.3%	-0.3%	25.1%	17.4%	-10.3%	31.6%	-8.0%	Mar '26
Communication Services	111.49	-1.1%	-3.4%	-4.0%	-5.6%	-4.8%	14.0%	23.1%	-5.3%	102.7%	59.1%	48.6%	142.3%	-7.2%	Jan '26
Energy	60.81	2.0%	3.9%	10.4%	37.0%	35.7%	34.3%	7.9%	36.0%	71.0%	196.1%	144.9%	69.7%	New Peak	Mar '26
Industrials	163.86	0.5%	-1.6%	-7.4%	4.0%	8.0%	23.3%	19.3%	5.6%	76.3%	85.3%	66.3%	103.3%	-8.4%	Mar '26
Technology	136.24	-0.5%	-2.4%	-2.9%	-6.9%	-2.0%	25.8%	24.6%	-5.4%	90.3%	118.4%	60.2%	139.6%	-10.3%	Oct '25
Consumer Staples/Defensive	81.52	0.4%	-3.8%	-9.2%	4.4%	4.7%	4.9%	1.5%	4.9%	20.5%	38.5%	17.6%	31.6%	-9.4%	Feb '26
Healthcare	144.75	-0.01%	-3.3%	-8.3%	-7.1%	6.6%	-0.3%	14.5%	-6.5%	19.0%	36.6%	10.8%	25.3%	-9.6%	Feb '26
Utilities	45.25	1.0%	-4.0%	-4.1%	5.7%	5.7%	18.2%	16.0%	6.0%	49.9%	67.0%	44.1%	62.6%	-5.2%	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	138.23	-0.4%	-2.6%	-6.2%	-3.1%	1.6%	17.4%	22.4%	-2.3%	65.6%	61.7%	39.5%	89.5%	-7.0%	Feb '26
MSCI Emerging Markets	56.61	-1.2%	-3.6%	-9.6%	4.0%	8.1%	29.5%	34.0%	3.5%	57.7%	23.2%	26.9%	78.8%	-10.6%	Feb '26
FTSE Europe	80.54	-0.6%	-4.0%	-10.2%	-3.8%	3.0%	15.3%	35.8%	-3.7%	51.9%	51.9%	33.3%	95.4%	-11.0%	Feb '26
MSCI Japan	83.37	-0.2%	-2.0%	-8.6%	2.9%	7.0%	22.6%	25.9%	3.3%	59.6%	37.6%	37.6%	87.4%	-11.3%	Feb '26
MSCI India	46.47	-2.4%	-4.2%	-11.8%	-14.0%	-11.9%	-10.8%	2.7%	-14.0%	21.7%	19.5%	0.7%	15.7%	-20.9%	Sep '24
MSCI China	55.63	0.07%	-4.8%	-7.9%	-8.2%	-12.8%	2.3%	31.0%	-7.4%	23.5%	-21.5%	-1.7%	50.4%	-15.9%	Oct '25
International Bond	47.83	-0.4%	-1.0%	-2.4%	-1.0%	-0.4%	2.5%	2.9%	-0.8%	10.4%	-0.1%	0.6%	16.5%	-2.6%	Feb '26
iShares Latin America	33.85	-0.03%	-1.1%	-8.6%	10.7%	20.6%	47.7%	52.7%	11.2%	76.7%	81.8%	92.5%	72.7%	-9.3%	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	603.35	-0.2%	-2.2%	-4.6%	-5.0%	-0.4%	15.4%	17.8%	-3.8%	72.2%	81.3%	45.5%	92.8%	-5.7%	Jan '26
US Large Growth	430.39	-0.8%	-3.0%	-4.9%	-10.4%	-7.4%	14.2%	18.3%	-9.1%	84.6%	86.5%	43.4%	110.7%	-12.4%	Oct '25
US Large Value	214.16	0.5%	-1.2%	-4.6%	0.8%	6.4%	14.4%	15.7%	1.8%	54.3%	58.6%	37.7%	67.1%	-5.0%	Feb '26

US MidCap Blend	289.81	0.4%	-1.3%	-4.5%	-1.5%	0.3%	11.0%	11.6%	-0.1%	50.2%	43.9%	21.9%	62.5%	-5.6%	Feb '26
US MidCap Growth	261.46	-0.4%	-2.6%	-4.7%	-8.1%	-9.7%	3.5%	10.7%	-6.3%	43.1%	28.8%	7.1%	58.0%	-12.1%	Oct '25
US MidCap Value	184.93	1.0%	-0.5%	-4.4%	3.2%	7.7%	15.9%	12.1%	4.3%	53.6%	55.5%	34.7%	62.9%	-4.9%	Feb '26

US Small Blend	263.49	0.5%	-0.7%	-5.0%	0.1%	4.0%	15.7%	8.9%	2.1%	51.6%	37.0%	23.0%	59.6%	-5.9%	Feb '26
US Small Growth	316.76	0.08%	-1.3%	-6.1%	-4.9%	-0.6%	17.6%	12.9%	-1.9%	48.4%	13.2%	9.9%	56.1%	-10.4%	Jan '26
US Small Value	189.05	0.9%	0.3%	-4.9%	2.1%	7.5%	22.7%	12.4%	4.3%	50.8%	35.8%	21.8%	53.4%	-5.9%	Feb '26

Foreign Large Blend	95.32	-0.5%	-3.1%	-8.9%	-1.1%	4.8%	18.0%	31.6%	-0.7%	52.6%	48.5%	36.2%	89.3%	-9.8%	Feb '26
Foreign Growth	110.47	-0.8%	-3.6%	-9.6%	-3.7%	-0.7%	9.9%	20.7%	-3.0%	29.4%	21.5%	7.2%	62.4%	-10.5%	Feb '26
Foreign Value	72.46	-0.3%	-2.7%	-8.4%	1.3%	10.4%	26.5%	42.2%	1.5%	78.5%	77.7%	70.0%	118.0%	-9.4%	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	22.96		0%	-0.2%	0.8%	-1.8%	-1.5%	2.1%	3.6%	-1.4%	23.9%	27.4%	23.5%	29.2%	-2.2%	Jan '26
Ultra Short- Janus AAA CLO	50.60		0.05%	0.3%	0.1%	0.6%	1.8%	5.0%	5.2%	0.4%	21.7%	24.7%	23.8%	26.1%	-0.1%	Jan '26
Bank Loan- Invesco	20.45		-0.07%	-0.4%	0.4%	-1.5%	0.4%	4.9%	6.9%	-1.6%	26.3%	27.5%	24.9%	31.1%	-1.9%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	0.1%	0.4%	1.1%	3.2%	7.7%	8.9%	1.0%	36.7%	59.8%	48.6%	41.9%	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	51.43		-0.1%	-2.5%	-5.9%	-4.6%	-0.4%	15.1%	17.7%	-3.6%	77.6%	103.3%	79.7%	98.5%	-6.8%	Feb '26
Int’l Min Volatility- Franklin	39.33		0.3%	-2.4%	-4.7%	7.1%	16.6%	26.4%	27.1%	6.8%	79.8%	109.7%	90.5%	104.5%	-5.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.94	p	EOD	-1.4%	-6.0%	-3.2%	0.8%	7.6%	3.0%	-1.4%	71.4%	98.7%	84.2%	89.3%	-9.6%	Feb '26
Small Value- Avantis	110.08		1.7%	2.2%	-3.3%	6.0%	10.3%	24.2%	7.4%	7.9%	62.4%	73.1%	46.1%	67.7%	-4.7%	Feb '26
Mid Value- Pacer Cash Cows	62.13		0.09%	-1.4%	-3.3%	2.4%	9.2%	13.9%	9.0%	3.3%	46.8%	73.4%	42.7%	54.4%	-4.3%	Feb '26
Growth- S&P Momentum	114.75		0.2%	-2.2%	-3.4%	-5.5%	-4.9%	19.3%	26.6%	-3.8%	123.7%	135.3%	86.8%	129.6%	-7.4%	Oct '25
Invesco S&P Quality	76.22		0.6%	-1.1%	-5.0%	-0.2%	4.8%	14.3%	13.2%	1.6%	72.2%	89.1%	51.1%	99.1%	-5.8%	Feb '26
Rotation Factor- BlackRock	58.83		0%	-1.7%	-4.0%	-4.6%	0.2%	18.5%	20.0%	-3.3%	93.2%	95.5%	63.5%	121.6%	-5.0%	Feb '26
US Min Volatility- Fidelity	64.71		0.02%	-2.6%	-4.7%	-3.9%	-0.8%	7.6%	11.8%	-3.1%	45.9%	60.5%	31.9%	60.8%	-5.7%	Feb '26
Derivative Income- JPMorgan	56.65		0.1%	-1.8%	-4.1%	-1.0%	2.9%	6.0%	8.1%	-0.4%	34.0%	50.5%	28.9%	47.2%	-4.8%	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	16.36	p	EOD	0.2%	3.0%	3.3%	2.5%	8.1%	6.5%	3.5%	30.1%	37.1%	34.0%	33.5%	-1.4%	Mar '26
Multistrategy- AQR	14.36	p	EOD	-0.5%	-1.1%	2.6%	5.7%	12.0%	16.4%	2.5%	48.8%	75.6%	68.4%	50.5%	-1.6%	Feb '26
Long Short- AQR	20.52	p	EOD	0.2%	-2.1%	-3.3%	5.7%	18.7%	34.4%	-3.0%	109.9%	180.8%	150.4%	138.8%	-3.6%	Dec '25
Mkt Neutral- BlackRock	15.14	p	EOD	1.5%	2.4%	3.5%	7.9%	17.3%	18.3%	3.8%	66.6%	71.3%	75.5%	76.2%	New Peak	Mar '26
Multi Strategy- Variant	26.61	p	EOD	0.1%	0.6%	1.3%	3.5%	6.7%	7.2%	1.1%	22.2%	47.6%	35.3%	26.8%	New Peak	Mar '26
Long Short- First Trust	70.15		0.8%	0.1%	-1.6%	-2.2%	1.2%	9.8%	9.1%	-1.2%	46.8%	65.2%	41.9%	56.9%	-2.7%	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)	292.74	-3.1%	-5.8%	-5.8%	-6.8%	18.5%	75.1%	66.0%	-6.5%	179.7%	190.2%	103.4%	202.3%	-14.8%	Feb '26
Meta (Communications)	594.90	-1.5%	-4.5%	-6.9%	-10.9%	-21.7%	-3.7%	13.1%	-9.9%	190.8%	112.3%	77.0%	369.8%	-24.6%	Aug '25
Amazon (Cyclical)	207.55	-1.2%	-3.6%	-0.5%	-10.7%	-5.7%	2.1%	5.2%	-10.1%	111.5%	34.5%	21.8%	83.8%	-18.3%	Nov '25
Tesla (Cyclical)	382.11	0.3%	-4.3%	-6.7%	-21.3%	-13.7%	37.3%	11.4%	-15.0%	100.7%	81.9%	-4.5%	75.9%	-22.0%	Dec '25
Procter & Gamble (Defensive)	143.80	-0.1%	-5.1%	-13.0%	0.2%	-4.3%	-10.8%	-12.3%	1.1%	5.8%	23.1%	-1.7%	26.4%	-17.3%	Dec '24
PepsiCo (Defensive)	151.04	0.11%	-3.5%	-10.1%	6.0%	8.2%	7.3%	-1.8%	6.2%	-6.7%	27.1%	-0.1%	-0.1%	-14.8%	May '23
Coca-Cola (Defensive)	75.17	0.08%	-3.1%	-6.9%	7.2%	13.9%	11.4%	15.6%	7.5%	34.1%	68.2%	42.8%	50.3%	-7.8%	Feb '26
Exxon Mobil (Energy)	165.21	2.5%	4.0%	10.7%	39.5%	46.4%	47.6%	16.0%	38.2%	76.7%	255.1%	201.7%	88.8%	New Peak	Mar '26
Chevron (Energy)	207.18	1.0%	4.7%	11.8%	39.0%	32.9%	31.2%	10.1%	37.3%	50.7%	143.7%	106.2%	51.7%	New Peak	Mar '26
JPMorgan Chase (Financial)	292.82	1.0%	2.1%	-1.5%	-10.6%	-5.7%	20.5%	37.3%	-8.7%	151.7%	120.8%	102.0%	205.7%	-12.5%	Jan '26
Visa (Financial)	304.14	-0.10%	-1.4%	-1.0%	-14.2%	-9.8%	-10.9%	11.8%	-13.1%	40.8%	51.6%	41.8%	75.3%	-18.1%	Jun '25
Mastercard (Financial)	499.92	-0.09%	-1.3%	0.4%	-13.6%	-11.9%	-7.5%	9.0%	-12.3%	44.7%	43.0%	38.2%	79.8%	-16.3%	Aug '25
Bank of America (Financial)	48.24	1.5%	2.0%	-3.8%	-13.8%	-5.7%	14.5%	28.0%	-11.8%	92.1%	47.6%	16.3%	76.8%	-15.3%	Jan '26
UnitedHealth (Health)	271.04	0.6%	-5.7%	-1.1%	-17.3%	-22.4%	-46.5%	-33.1%	-17.9%	-40.1%	-20.9%	-42.3%	-42.6%	-55.4%	Nov '24
Johnson & Johnson (Health)	234.99	-0.2%	-1.3%	-4.6%	13.7%	34.6%	47.9%	47.5%	14.2%	68.3%	67.1%	54.8%	60.1%	-5.5%	Mar '26
Eli Lilly (Health)	901.10	-1.0%	-3.1%	-13.5%	-16.2%	21.8%	5.0%	40.2%	-16.0%	174.1%	425.7%	244.8%	185.6%	-18.7%	Nov '25
Union Pacific (Industrials)	240.61	0.9%	-0.7%	-9.3%	2.9%	5.6%	4.7%	3.9%	4.6%	36.7%	26.5%	7.1%	35.9%	-9.9%	Mar '26
Honeywell (Industrials)	222.88	-0.06%	-3.7%	-8.1%	13.7%	14.6%	14.0%	-6.4%	14.8%	34.0%	23.5%	25.1%	47.4%	-10.1%	Mar '26
Nvidia (IT)	175.33	-0.2%	-3.6%	-9.1%	-7.0%	-0.9%	44.4%	38.9%	-6.0%	555.3%	1290.2%	483.2%	1426.5%	-15.3%	Oct '25
Broadcom (IT)	319.10	-1.1%	-0.7%	-2.0%	-8.9%	-5.8%	67.8%	50.6%	-7.8%	420.9%	669.7%	419.3%	681.6%	-22.6%	Dec '25
Adobe (IT)	238.85	-3.5%	-6.0%	-6.4%	-32.3%	-32.4%	-39.4%	-21.3%	-31.8%	-36.3%	-47.1%	-57.7%	-16.5%	-62.4%	Feb '24
Oracle (IT)	147.65	-4.3%	-4.6%	1.0%	-25.0%	-51.9%	-3.7%	18.1%	-24.0%	73.9%	136.6%	77.8%	140.9%	-54.8%	Sep '25
salesforce.com (IT)	184.16	-5.6%	-5.7%	-0.7%	-30.6%	-25.0%	-35.2%	-20.2%	-30.5%	-1.9%	-11.0%	-27.0%	31.0%	-49.6%	Dec '24
Linde PLC (Materials)	484.65	1.4%	-1.9%	-3.8%	14.1%	2.6%	6.6%	3.2%	13.7%	45.7%	91.7%	51.1%	86.2%	-4.8%	Mar '26
Sherwin-Williams (Materials)	315.24	0.4%	-1.7%	-13.4%	-2.9%	-7.7%	-7.2%	-3.8%	-2.5%	53.2%	36.5%	-3.4%	61.5%	-20.3%	Nov '24
American Tower (Real Estate)	172.12	-2.5%	-7.0%	-9.5%	-0.6%	-9.1%	-16.3%	-0.9%	-2.0%	-4.6%	-12.2%	-31.7%	4.4%	-25.4%	Sep '24
Prologis Inc. (Real Estate)	130.71	0.3%	-1.9%	-6.8%	1.2%	16.7%	21.7%	25.1%	2.4%	21.9%	43.9%	-10.6%	44.1%	-8.4%	Mar '26
NextEra Energy (Utilities)	91.72	1.7%	-0.9%	-3.5%	14.8%	25.9%	34.8%	15.5%	15.0%	32.3%	43.3%	12.3%	39.2%	-3.5%	Feb '26
Duke Energy (Utilities)	128.27	0.7%	-3.5%	-0.1%	10.1%	5.5%	12.4%	12.7%	10.4%	52.8%	65.0%	46.3%	71.2%	-3.9%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.67	p	EOD	-1.1%	-2.8%	-0.8%	0.9%	7.1%	9.4%	-0.6%	20.2%	11.1%	7.6%	28.9%	-3.0%	Feb '26
Moderate-60% Stock	64.10		-0.4%	-2.0%	-4.7%	-2.0%	1.6%	12.9%	16.4%	-1.4%	41.4%	36.1%	23.9%	57.2%	-5.2%	Feb '26
Mod Agg-80% Stock	50.13	p	EOD	-2.0%	-5.3%	-1.9%	2.2%	16.2%	19.6%	-1.2%	53.5%	47.3%	31.2%	72.4%	-5.9%	Feb '26
Aggressive-90% Stock	30.07	p	EOD	-1.9%	-5.8%	-1.3%	3.4%	18.3%	20.9%	-0.7%	55.2%	50.1%	30.6%	74.4%	-6.4%	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	69302.70	-2.3%	-6.2%	8.2%	-20.9%	-38.8%	-20.8%	-6.3%	-20.8%	152.1%	31.3%	49.2%	261.8%	-44.4%	Oct '25
Ethereum	2109.38	-2.0%	-9.0%	13.8%	-28.4%	-49.2%	1.5%	-11.0%	-28.9%	20.4%	32.4%	-43.9%	62.9%	-56.3%	Aug '25
BNB	629.10	-1.5%	-5.9%	7.7%	-25.7%	-38.3%	-1.2%	23.1%	-27.1%	95.2%	151.8%	22.8%	132.2%	-52.0%	Oct '25
Solana	89.12	-2.5%	-5.9%	12.8%	-27.2%	-57.9%	-36.7%	-34.2%	-28.4%	331.0%	552.4%	-47.7%	186.0%	-66.0%	Jan '25
Bitcoin ETF	39.30	-1.9%	-7.0%	7.6%	-20.5%	-39.0%	-21.7%	-6.4%	-20.8%	-	-	-	-	-44.9%	Oct '25
Grayscale Bitcoin (hi fee)	53.98	-1.9%	-7.1%	7.4%	-20.9%	-39.4%	-22.6%	-7.6%	-21.0%	273.5%	32.8%	74.4%	433.1%	-45.2%	Oct '25
Bloomberg Commodities	23.38	1.3%	-2.5%	8.7%	17.8%	27.4%	28.4%	14.9%	19.7%	44.3%	78.6%	52.0%	31.8%	-3.5%	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	4.96	0.9%	2.2%	5.7%	3.3%	4.2%	6.5%	1.1%	2.4%	36.1%	114.3%	145.9%	27.7%	-2.8%	Oct '23
10yr Treasury rate	4.41	1.7%	4.9%	9.3%	6.6%	6.3%	1.8%	-9.0%	5.9%	30.4%	173.1%	170.8%	13.0%	-11.6%	Oct '23
5yr Treasury rate	4.04	2.4%	6.8%	12.4%	8.8%	9.0%	-1.3%	-15.0%	8.7%	18.6%	396.8%	196.3%	-1.7%	-18.5%	Oct '23
13-week T-bill	3.62	0.3%	0.5%	1.0%	1.9%	-6.1%	-13.4%	-15.7%	2.1%	-19.5%	24053.3%	6735.8%	2.5%	-32.3%	Oct '23
Crude Oil	92.12	4.5%	-4.3%	40.4%	57.9%	41.7%	33.3%	-19.9%	60.4%	33.0%	50.6%	21.1%	5.6%	-6.7%	Mar '26
Gold	4384.40	-0.4%	-12.3%	-15.0%	-2.1%	17.5%	45.5%	64.5%	1.4%	121.2%	153.0%	143.7%	162.5%	-17.6%	Jan '26
USD/EUR	0.86	-0.1%	-0.7%	1.9%	1.9%	1.5%	-6.4%	-11.4%	1.5%	-6.4%	2.3%	-1.8%	-16.1%	-11.5%	Jan '25
USD/JPY	159.04	-0.12%	0.0%	2.9%	1.8%	6.9%	6.3%	-0.4%	1.7%	21.5%	46.6%	38.1%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	26.61	1.8%	19.0%	36.1%	97.6%	64.5%	52.2%	-13.8%	78.0%	22.4%	25.5%	60.3%	-20.7%	-49.1%	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	50.54		-0.10%	-0.4%	-0.9%	0.0%	1.1%	4.3%	6.1%	-0.2%	18.5%	17.8%	17.0%	22.2%	-1.1%	Feb '26
Interm Muni- JPMorgan	49.87		-0.6%	-1.4%	-2.2%	-0.8%	0.3%	3.0%	4.3%	-1.0%	9.2%	5.7%	3.3%	14.7%	-2.5%	Feb '26
Interm Bond- Janus MSB	45.01		-0.5%	-1.6%	-2.4%	-1.2%	0.6%	5.0%	8.8%	-1.1%	11.2%	2.4%	2.4%	19.1%	-2.8%	Feb '26
Interm Bond- Vanguard	76.70		-0.4%	-1.2%	-2.3%	-1.3%	-0.1%	4.7%	8.5%	-1.2%	10.7%	1.6%	0.9%	18.5%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.1%	-0.3%	0.2%	1.2%	6.4%	8.2%	0.0%	30.5%	35.9%	28.2%	34.8%	-0.9%	Jan '26
Int’l Bond- JPMorgan	47.65		-0.13%	-1.1%	-3.1%	-1.8%	-0.7%	4.4%	8.2%	-1.8%	15.9%	13.0%	11.7%	25.5%	-3.2%	Feb '26
Long Bond- Vanguard	74.07		-0.3%	-1.2%	-3.8%	-2.7%	-2.1%	3.0%	7.2%	-1.9%	8.4%	-8.2%	-13.3%	22.4%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.35	p	EOD	-1.0%	-2.1%	-0.3%	0.7%	2.3%	3.3%	-0.7%	9.5%	2.3%	-0.5%	14.3%	-2.3%	Feb '26
Long Muni- iShares	56.63		-0.7%	-1.5%	-2.6%	-1.1%	0.6%	3.1%	3.4%	-1.2%	7.4%	2.4%	0.7%	12.4%	-2.8%	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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