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S&P 500

Return

60.7%

[

19.4%

annualized]

Dec 29 2023 - Sep 02 2026

DJIA (Large Value)

Return

40.8%

[

13.6%

annualized]

Dec 29 2023 - Sep 02 2026

Russell 2000 (Small Cap)

Return

45.7%

[

15.1%

annualized]

Dec 29 2023 - Sep 02 2026

Performance Range:

As of Sep 02 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	7666.60	0.5%	-0.8%	0.9%	1.5%	12.5%	18.9%	16.4%	12.0%	69.8%	69.0%	59.8%	114.3%	-1.7%	Aug '26
DJIA (Large Value)	53061.90	0.6%	-0.9%	-0.2%	4.7%	9.4%	17.2%	13.0%	10.4%	52.3%	50.0%	45.0%	81.7%	-2.4%	Aug '26
Russell 2000 (Small Cap)	2953.17	1.1%	-2.0%	-1.0%	2.1%	13.2%	25.7%	11.3%	19.0%	53.7%	28.8%	29.9%	75.0%	-3.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26217.83	0.5%	-1.2%	1.2%	-2.4%	16.4%	22.0%	20.4%	12.8%	86.8%	70.6%	65.6%	151.7%	-3.2%	Jun '26
Aggregate Bond	96.84	0.07%	-1.0%	-0.4%	-1.0%	-2.1%	1.2%	7.2%	-0.8%	12.6%	-1.9%	-0.3%	16.5%	-2.6%	Feb '26
Corp Bond	105.35	0.12%	-1.3%	-0.7%	-2.2%	-3.1%	0.1%	7.9%	-1.8%	14.3%	-5.1%	-3.0%	23.0%	-3.5%	Feb '26
High Yield Bond	79.11	0.01%	-1.0%	-0.3%	0.2%	1.2%	3.5%	8.6%	1.6%	25.2%	18.4%	18.3%	38.4%	-1.0%	Aug '26
Preferred	30.20	0.3%	-1.4%	-1.4%	-2.4%	-1.2%	1.0%	4.9%	0.5%	17.6%	2.4%	1.7%	24.8%	-3.5%	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	52.95	1.7%	-0.5%	3.8%	2.9%	2.8%	18.5%	9.9%	17.7%	33.8%	36.9%	29.5%	66.2%	-1.3%	Aug '26
Consumer Discretionary/Cyclical	114.86	0.2%	-0.9%	-2.8%	-1.4%	0.8%	0.2%	7.4%	-3.4%	38.7%	30.4%	13.5%	70.7%	-7.4%	Jan '26
Financial Services	57.66	0.8%	-0.4%	0.5%	13.7%	13.6%	9.4%	14.9%	6.2%	74.2%	65.1%	57.6%	102.7%	-1.1%	Aug '26
Real Estate	95.78	-0.5%	-1.9%	-3.3%	2.3%	2.3%	9.6%	3.3%	10.4%	30.7%	4.6%	-0.7%	45.7%	-5.1%	Jul '26
Communication Services	112.42	1.4%	0.9%	1.0%	0.6%	-4.1%	0.7%	23.1%	-3.9%	73.3%	38.5%	50.7%	145.8%	-5.8%	Jan '26
Energy	65.10	0.5%	4.5%	10.7%	11.7%	16.8%	51.7%	7.9%	47.6%	57.9%	221.0%	165.9%	84.1%	NewNew Peak	Sep '26
Industrials	172.78	0.03%	-3.4%	-5.7%	-0.5%	-1.0%	16.8%	19.3%	12.0%	65.8%	78.1%	76.3%	115.5%	-7.4%	Aug '26
Technology	183.60	-0.02%	-2.7%	3.1%	-6.3%	33.9%	41.2%	24.6%	27.8%	112.6%	139.2%	116.4%	223.6%	-7.3%	Jun '26
Consumer Staples/Defensive	85.53	0.3%	0.5%	0.8%	4.8%	-1.3%	9.1%	1.5%	11.5%	28.6%	34.0%	24.9%	39.8%	-3.8%	Feb '26
Healthcare	172.95	0.7%	0.8%	6.6%	17.7%	11.3%	28.5%	14.5%	12.7%	36.1%	37.0%	33.5%	51.0%	-1.6%	Aug '26
Utilities	42.67	0.3%	-1.2%	-3.8%	-1.8%	-8.1%	4.6%	16.0%	1.3%	49.0%	42.7%	37.8%	55.4%	-9.4%	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	160.16	0.5%	-0.8%	1.4%	1.6%	12.2%	22.2%	22.4%	13.9%	73.9%	66.0%	62.7%	121.0%	-1.4%	Aug '26
MSCI Emerging Markets	67.15	0.6%	-0.7%	4.4%	-3.5%	15.5%	36.9%	34.0%	23.4%	82.1%	42.3%	51.3%	113.2%	-5.7%	Jun '26
FTSE Europe	90.96	0.3%	-1.4%	0.0%	4.9%	8.2%	20.6%	35.8%	10.8%	64.8%	52.6%	53.4%	124.8%	-2.4%	Aug '26
MSCI Japan	96.04	0.9%	0.2%	3.4%	2.8%	11.2%	28.6%	25.9%	19.6%	69.0%	50.8%	59.4%	117.1%	-2.5%	Aug '26
MSCI India	49.97	0.8%	0.9%	-0.4%	5.5%	-0.5%	-5.0%	2.7%	-7.5%	13.8%	8.1%	8.3%	24.4%	-15.0%	Sep '24
MSCI China	54.54	0.2%	-0.7%	-2.4%	-1.9%	-3.5%	-9.4%	31.0%	-8.6%	28.3%	-14.9%	-3.0%	48.5%	-17.0%	Oct '25
International Bond	47.25	-0.04%	-0.9%	-1.2%	-1.2%	-2.1%	0.3%	2.9%	-0.6%	11.1%	-0.8%	0.8%	16.7%	-2.6%	Feb '26
iShares Latin America	36.22	3.3%	3.6%	3.0%	7.9%	6.3%	39.2%	52.7%	20.5%	60.0%	79.3%	108.6%	87.2%	-3.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	703.41	0.4%	-0.8%	1.0%	1.7%	13.1%	20.3%	17.8%	12.8%	76.4%	81.2%	70.7%	126.2%	-1.6%	Aug '26
US Large Growth	121.81	0.5%	-1.7%	0.8%	-3.7%	8.8%	10.3%	19.8%	3.1%	82.6%	86.8%	75.6%	153.4%	-5.3%	Jun '26
US Large Value	257.08	0.4%	-0.2%	1.1%	7.8%	16.5%	30.4%	15.7%	23.1%	70.1%	73.2%	66.4%	102.0%	-0.7%	Aug '26

US MidCap Blend	81.62	0.4%	-1.8%	-0.2%	2.9%	8.9%	17.7%	17.0%	13.3%	74.6%	73.8%	67.0%	115.9%	-3.4%	Aug '26
US MidCap Growth	296.33	-0.11%	-3.5%	-1.7%	-1.7%	8.1%	4.0%	10.7%	6.5%	46.2%	22.1%	21.7%	79.7%	-5.6%	Aug '26
US MidCap Value	207.34	0.8%	-0.5%	0.9%	6.6%	9.5%	23.4%	12.1%	18.1%	60.1%	58.8%	52.5%	84.4%	-1.7%	Aug '26

US Small Blend	297.68	0.6%	-2.2%	-0.7%	1.8%	9.4%	20.3%	8.9%	16.2%	53.1%	40.2%	40.0%	81.6%	-3.8%	Aug '26
US Small Growth	375.11	1.0%	-3.0%	-0.8%	-0.4%	13.3%	23.4%	12.9%	16.3%	57.7%	25.0%	30.4%	85.1%	-5.2%	Aug '26
US Small Value	223.04	1.4%	-0.8%	-0.6%	5.5%	14.5%	31.1%	12.4%	23.9%	61.5%	49.1%	44.6%	82.2%	-1.9%	Aug '26

Foreign Large Blend	107.06	0.5%	-0.9%	1.0%	4.5%	8.7%	22.1%	31.6%	13.3%	64.6%	52.9%	55.4%	116.0%	-1.6%	Aug '26
Foreign Growth	122.86	0.4%	-2.2%	0.6%	0.7%	6.1%	14.1%	20.7%	8.7%	41.4%	17.8%	20.2%	82.1%	-3.4%	Aug '26
Foreign Value	82.08	0.6%	0.4%	1.2%	8.1%	11.3%	29.9%	42.2%	18.0%	89.7%	94.6%	97.7%	153.5%	-0.6%	Aug '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	23.05	-0.07%	-0.5%	0.5%	1.7%	5.2%	2.3%	3.6%	2.7%	19.4%	30.3%	28.7%	34.6%	-0.6%	Aug '26
Ultra Short- Janus AAA CLO	50.54	0.02%	-0.3%	0.1%	0.8%	2.2%	4.4%	5.2%	2.7%	19.1%	26.9%	26.6%	28.9%	-0.3%	Aug '26
Bank Loan- Invesco	20.56	0.05%	0.1%	1.2%	1.8%	4.8%	4.8%	6.9%	2.1%	21.9%	30.1%	29.5%	36.0%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.35	0%	0.1%	0.5%	1.5%	3.4%	6.8%	8.9%	3.9%	32.7%	57.2%	52.9%	46.0%	NewNew Peak	Sep '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	59.74	0.9%	-0.7%	-0.2%	2.0%	12.0%	19.1%	17.7%	12.5%	78.8%	113.5%	109.7%	131.6%	-1.9%	Aug '26
Int’l Min Volatility- Franklin	43.06	0.09%	0.8%	1.0%	6.7%	8.5%	31.1%	27.1%	19.2%	86.7%	117.0%	112.6%	128.3%	-0.4%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.39	0.8%	-3.0%	-7.0%	-6.6%	4.5%	10.8%	3.0%	8.7%	60.8%	105.1%	103.0%	108.7%	-11.1%	Jun '26
Small Value- Avantis	125.92	1.5%	-0.1%	-0.9%	5.3%	12.8%	28.9%	7.4%	24.2%	60.0%	80.7%	68.1%	93.0%	-2.2%	Aug '26
Mid Value- Pacer Cash Cows	72.26	0.6%	0.3%	7.4%	11.6%	12.8%	28.0%	9.0%	20.7%	48.6%	76.1%	66.8%	80.4%	-0.2%	Aug '26
Growth- S&P Momentum	146.34	0.5%	-1.5%	0.7%	-5.5%	23.3%	27.7%	26.6%	23.2%	155.0%	142.5%	139.3%	194.1%	-9.5%	Jun '26
Invesco S&P Quality	84.77	0.3%	-1.6%	-0.4%	-1.6%	7.6%	19.3%	13.2%	13.6%	67.3%	78.9%	69.1%	122.8%	-5.9%	Jun '26
Rotation Factor- BlackRock	69.38	0.4%	-0.5%	1.5%	2.7%	15.1%	22.3%	20.0%	14.6%	94.0%	100.1%	93.7%	162.5%	-1.4%	Aug '26
US Min Volatility- Fidelity	72.50	0.09%	-0.4%	0.3%	4.3%	7.6%	13.4%	11.8%	9.5%	48.8%	55.3%	48.9%	81.7%	-1.5%	Aug '26
Derivative Income- JPMorgan	57.19	0.3%	-1.1%	-0.3%	4.6%	0.7%	8.8%	8.1%	4.8%	30.3%	40.3%	35.7%	54.9%	-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	17.82	0.2%	0.6%	1.7%	2.5%	10.6%	10.9%	6.5%	12.7%	33.7%	46.7%	45.9%	45.4%	NewNew Peak	Sep '26
Multistrategy- AQR	15.29	0.3%	0.9%	3.2%	2.5%	5.8%	15.4%	16.4%	9.1%	47.2%	82.5%	79.3%	60.2%	NewNew Peak	Sep '26
Long Short- AQR	22.15	-0.05%	-0.3%	3.1%	4.4%	6.7%	16.7%	34.4%	4.7%	94.5%	198.0%	170.3%	157.7%	-0.8%	Aug '26
Mkt Neutral- BlackRock	15.55	-0.06%	0.6%	1.8%	1.9%	12.0%	21.3%	18.3%	14.8%	79.7%	92.5%	94.0%	94.7%	-0.4%	Aug '26
Multi Strategy- Variant	25.69	0%	-0.7%	-0.3%	0.5%	2.2%	5.7%	7.2%	2.9%	19.6%	41.5%	37.7%	29.1%	-0.7%	Aug '26
Long Short- First Trust	76.49	0.2%	-0.4%	1.9%	2.7%	8.5%	14.1%	9.1%	8.1%	47.8%	61.4%	55.3%	71.7%	-0.4%	Aug '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)	337.12	0.6%	-1.0%	-9.7%	-6.0%	11.2%	46.6%	66.0%	7.8%	150.7%	136.6%	134.6%	248.6%	-16.2%	May '26
Meta (Communications)	592.85	2.5%	3.8%	0.4%	-4.7%	-9.3%	-19.3%	13.1%	-10.0%	101.8%	58.9%	76.7%	369.1%	-24.7%	Aug '25
Amazon (Cyclical)	254.98	0.02%	-0.5%	-10.2%	2.0%	22.2%	12.8%	5.2%	10.5%	84.6%	46.6%	49.6%	125.8%	-10.2%	Aug '26
Tesla (Cyclical)	357.01	0.3%	0.6%	10.8%	-15.7%	-9.0%	6.9%	11.4%	-20.6%	45.7%	46.0%	-10.7%	64.3%	-27.1%	Dec '25
Procter & Gamble (Defensive)	147.64	1.0%	3.1%	1.8%	6.1%	-6.2%	-3.9%	-12.3%	5.3%	3.4%	16.5%	2.4%	31.8%	-13.8%	Dec '24
PepsiCo (Defensive)	140.52	0.5%	0.6%	0.6%	-0.4%	-13.1%	-1.7%	-1.8%	-0.2%	-11.6%	4.1%	-6.1%	-6.0%	-19.9%	May '23
Coca-Cola (Defensive)	88.24	0.3%	-0.9%	1.6%	12.8%	12.7%	31.5%	15.6%	27.9%	62.5%	80.3%	69.9%	78.7%	-4.1%	Aug '26
Exxon Mobil (Energy)	164.15	-0.2%	4.9%	6.5%	8.3%	9.6%	50.9%	16.0%	39.1%	59.6%	256.5%	203.8%	90.1%	-3.0%	Mar '26
Chevron (Energy)	211.78	0.3%	6.0%	10.6%	12.6%	14.2%	39.3%	10.1%	42.8%	46.1%	165.4%	114.5%	57.9%	NewNew Peak	Sep '26
JPMorgan Chase (Financial)	356.22	0.4%	0.6%	1.0%	18.9%	19.8%	21.2%	37.3%	12.1%	159.2%	153.1%	148.2%	275.4%	-2.5%	Aug '26
Visa (Financial)	378.40	1.5%	-0.3%	3.7%	21.4%	18.4%	8.7%	11.8%	8.5%	56.0%	74.6%	77.2%	118.9%	-1.5%	Aug '26
Mastercard (Financial)	588.14	1.2%	-0.6%	3.0%	24.9%	12.6%	-0.2%	9.0%	3.5%	44.1%	78.1%	63.1%	112.3%	-2.0%	Aug '26
Bank of America (Financial)	62.60	1.0%	2.3%	0.2%	20.1%	26.6%	27.8%	28.0%	15.1%	130.9%	71.5%	51.7%	130.6%	-3.4%	Aug '26
UnitedHealth (Health)	399.66	0.8%	1.2%	-3.8%	6.6%	40.1%	33.3%	-33.1%	22.7%	-10.8%	3.2%	-13.7%	-14.2%	-33.4%	Nov '24
Johnson & Johnson (Health)	275.21	1.5%	3.6%	8.7%	23.9%	12.7%	58.1%	47.5%	35.1%	86.8%	80.8%	83.3%	89.5%	NewNew Peak	Sep '26
Eli Lilly (Health)	1160.08	0.01%	-1.4%	3.6%	7.7%	15.5%	58.2%	40.2%	8.5%	112.6%	367.7%	345.3%	268.8%	-9.4%	Aug '26
Union Pacific (Industrials)	289.73	-0.3%	-5.4%	-0.1%	11.0%	10.1%	33.4%	3.9%	27.1%	40.0%	50.9%	30.3%	65.3%	-6.3%	Aug '26
Honeywell (Industrials)	206.07	-1.9%	-6.5%	-16.2%	-11.7%	-18.7%	-0.7%	-6.4%	2.1%	17.7%	1.2%	11.2%	31.1%	-20.1%	Mar '26
Nvidia (IT)	224.41	3.2%	-1.6%	8.6%	4.6%	24.8%	31.7%	38.9%	20.5%	363.5%	885.6%	647.4%	1856.2%	-4.7%	May '26
Broadcom (IT)	367.24	-0.7%	-1.2%	-6.4%	-23.2%	17.4%	22.3%	50.6%	6.5%	336.4%	710.5%	499.9%	802.8%	-23.6%	Jun '26
Adobe (IT)	279.79	-2.2%	-3.2%	11.3%	9.2%	3.2%	-19.7%	-21.3%	-20.1%	-50.3%	-58.0%	-50.4%	-2.2%	-55.9%	Feb '24
Oracle (IT)	145.75	3.1%	-4.1%	2.7%	-36.5%	-1.5%	-34.0%	18.1%	-24.5%	24.9%	73.2%	76.8%	139.5%	-55.1%	Sep '25
salesforce.com (IT)	256.93	-0.5%	1.9%	38.2%	35.1%	31.7%	1.0%	-20.2%	-2.5%	18.0%	-2.1%	2.3%	83.7%	-29.3%	Dec '24
Linde PLC (Materials)	487.45	0.1%	0.4%	1.5%	-3.7%	-2.2%	4.7%	3.2%	15.1%	29.8%	65.9%	53.0%	88.5%	-10.8%	Jul '26
Sherwin-Williams (Materials)	331.25	0.4%	-4.0%	-6.3%	12.0%	-4.6%	-7.9%	-3.8%	3.0%	23.8%	12.7%	2.0%	70.5%	-15.8%	Nov '24
American Tower (Real Estate)	172.92	-1.8%	-0.7%	0.0%	-4.2%	-7.3%	-8.5%	-0.9%	0.4%	6.3%	-33.1%	-30.1%	6.9%	-23.6%	Sep '24
Prologis Inc. (Real Estate)	136.59	-2.2%	-3.7%	-5.2%	-3.0%	-1.6%	27.1%	25.1%	8.6%	20.6%	13.5%	-5.2%	52.9%	-9.0%	Jul '26
NextEra Energy (Utilities)	83.10	0.2%	0.3%	-3.3%	-0.3%	-8.9%	19.3%	15.5%	5.8%	35.9%	10.9%	3.2%	28.0%	-13.8%	Apr '26
Duke Energy (Utilities)	120.56	0.1%	-0.2%	-2.1%	0.5%	-6.7%	2.7%	12.7%	5.6%	53.5%	38.3%	39.9%	63.7%	-8.1%	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	15.93	0.13%	-0.7%	0.1%	-0.2%	1.1%	5.6%	9.4%	2.6%	23.3%	10.0%	11.1%	33.1%	-0.9%	Aug '26
Moderate-60% Stock	69.62	0.4%	-0.8%	0.8%	1.0%	6.5%	14.1%	16.4%	8.4%	47.3%	37.2%	36.2%	72.9%	-1.1%	Aug '26
Mod Agg-80% Stock	56.07	0.3%	-0.9%	1.0%	1.1%	8.9%	18.3%	19.6%	11.4%	59.7%	49.2%	47.9%	94.3%	-1.3%	Aug '26
Aggressive-90% Stock	34.77	0.5%	-1.1%	0.9%	1.3%	12.0%	23.1%	20.9%	14.9%	65.7%	52.7%	51.0%	101.7%	-1.5%	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	77655.06	0.6%	-3.2%	22.4%	21.3%	13.7%	-30.5%	-6.3%	-11.3%	201.0%	55.2%	67.2%	305.4%	-37.8%	Oct '25
Ethereum	2401.17	0.6%	-4.4%	29.2%	32.5%	21.1%	-46.0%	-11.0%	-19.1%	47.4%	-39.1%	-36.2%	85.4%	-50.3%	Aug '25
BNB	692.11	0.7%	-2.8%	17.5%	11.6%	9.2%	-19.1%	23.1%	-19.8%	224.0%	41.7%	35.1%	155.4%	-47.2%	Oct '25
Solana	100.45	0.3%	-8.0%	36.7%	40.3%	15.4%	-52.3%	-34.2%	-19.3%	419.7%	-31.5%	-41.0%	222.3%	-61.6%	Jan '25
Bitcoin ETF	43.79	0.07%	-3.3%	21.1%	18.4%	13.2%	-31.3%	-6.4%	-11.8%	-	-	-	-	-38.6%	Oct '25
Grayscale Bitcoin (hi fee)	59.80	0.07%	-3.3%	21.0%	17.9%	12.4%	-32.2%	-7.6%	-12.5%	258.2%	62.5%	93.2%	490.5%	-39.2%	Oct '25
Bloomberg Commodities	26.09	0.2%	2.6%	10.1%	5.5%	17.3%	43.4%	14.9%	33.6%	52.0%	73.4%	69.6%	47.1%	NewNew Peak	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	5.27	-0.02%	1.5%	0.7%	5.6%	12.0%	7.7%	1.1%	8.8%	22.9%	171.1%	161.3%	35.6%	-0.8%	Aug '26
10yr Treasury rate	4.80	0%	2.7%	2.3%	6.8%	18.2%	13.9%	-9.0%	15.2%	14.9%	262.8%	194.6%	22.9%	-3.8%	Oct '23
5yr Treasury rate	4.55	-0.11%	3.5%	3.5%	8.0%	25.4%	23.5%	-15.0%	22.3%	6.1%	479.9%	233.5%	10.7%	-8.2%	Oct '23
13-week T-bill	3.77	0%	2.6%	1.9%	4.1%	4.9%	-6.1%	-15.7%	6.3%	-28.4%	9330.0%	7017.0%	6.8%	-29.5%	Oct '23
Crude Oil	91.01	0%	9.0%	13.3%	-5.2%	22.1%	42.3%	-19.9%	58.5%	6.4%	31.3%	19.6%	4.3%	-19.4%	Apr '26
Gold	4476.20	2.5%	-2.9%	11.0%	0.9%	-12.4%	24.6%	64.5%	3.5%	130.8%	144.5%	148.8%	168.0%	-15.8%	Jan '26
USD/EUR	0.86	-0.09%	0.5%	-0.8%	0.1%	0.8%	0.5%	-11.4%	1.3%	-	-	-1.9%	-16.3%	-11.7%	Jan '25
USD/JPY	157.80	-0.7%	-1.0%	0.2%	-1.3%	0.3%	6.6%	-0.4%	0.9%	-	-	37.0%	7.5%	-3.7%	Jul '26
S&P 500 Volatility Index	15.20	-7.0%	4.8%	-4.2%	-5.4%	-35.5%	-7.0%	-13.8%	1.7%	16.1%	-7.4%	-8.4%	-54.7%	-71.0%	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	50.40	-0.03%	-0.2%	0.1%	0.6%	1.0%	3.4%	6.1%	1.8%	18.5%	19.0%	19.4%	24.7%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.07	-0.2%	-1.2%	-1.2%	-2.0%	-1.9%	2.5%	4.3%	-0.8%	10.2%	3.5%	3.5%	14.9%	-2.7%	Jul '26
Interm Bond- Janus MSB	44.07	0.09%	-1.2%	-0.3%	-1.1%	-2.1%	2.3%	8.8%	-0.6%	15.1%	2.1%	2.9%	19.7%	-2.7%	Feb '26
Interm Bond- Vanguard	74.88	0.07%	-1.1%	-0.7%	-1.2%	-2.7%	0.3%	8.5%	-1.4%	13.7%	-1.5%	0.7%	18.2%	-3.2%	Feb '26
Multisector Bond- Intrepid	8.86	0%	-0.8%	-0.4%	0.1%	2.7%	4.6%	8.2%	2.4%	27.9%	33.1%	31.3%	38.1%	-0.8%	Aug '26
Int’l Bond- JPMorgan	47.48	-0.02%	-0.9%	-0.8%	-0.6%	-0.7%	2.1%	8.2%	0.1%	17.8%	13.2%	13.9%	27.9%	-1.7%	Feb '26
Long Bond- Vanguard	71.44	0.10%	-1.6%	-0.8%	-3.7%	-4.5%	-0.6%	7.2%	-2.8%	11.4%	-16.1%	-14.0%	21.4%	-5.6%	Oct '25
Long CA Muni- PIMCO	9.18	0%	-0.9%	-1.1%	-2.0%	-1.8%	3.9%	4.4%	-0.3%	12.8%	3.9%	3.7%	19.2%	-2.7%	Jul '26
Long Muni- iShares	55.73	-0.04%	-1.2%	-1.1%	-2.3%	-2.3%	2.6%	3.4%	-1.3%	8.2%	0.8%	0.6%	12.3%	-3.2%	Feb '26

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