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S&P 500

Return

63.7%

[

19.3%

annualized]

Dec 29 2023 - Oct 12 2026

DJIA (Large Value)

Return

37.6%

[

12.1%

annualized]

Dec 29 2023 - Oct 12 2026

Russell 2000 (Small Cap)

Return

37.9%

[

12.2%

annualized]

Dec 29 2023 - Oct 12 2026

Performance Range:

As of Oct 12 05:20 PM EDT, next update at 05:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7807.24	-0.06%	0.4%	2.0%	3.1%	14.5%	19.1%	16.4%	14.0%	79.5%	79.4%	27.1%	56.7%	-0.1%	Oct '26
DJIA (Large Value)	51850.55	0.4%	1.1%	-1.4%	-1.5%	8.2%	14.0%	13.0%	7.9%	54.2%	50.8%	16.2%	37.7%	-4.6%	Aug '26
Russell 2000 (Small Cap)	2794.48	-0.4%	-1.8%	-3.8%	-6.2%	6.2%	16.7%	11.3%	12.6%	61.1%	25.1%	22.4%	58.7%	-8.9%	Aug '26
NASDAQ Comp (Tech/Growth)	27245.90	-0.4%	-0.8%	3.5%	3.7%	19.0%	22.7%	20.4%	17.2%	100.7%	88.3%	35.8%	78.5%	-1.3%	Oct '26
Aggregate Bond	94.66	0.07%	0.6%	-1.0%	-2.5%	-2.7%	-1.9%	7.2%	-2.3%	13.9%	-2.4%	3.8%	2.9%	-4.1%	Feb '26
Corp Bond	102.58	0.2%	0.7%	-1.2%	-3.3%	-3.8%	-3.5%	7.9%	-3.6%	16.4%	-5.2%	2.9%	4.4%	-5.2%	Feb '26
High Yield Bond	77.29	0.08%	0.4%	-1.2%	-1.6%	-0.4%	2.5%	8.6%	0.2%	26.7%	18.3%	6.8%	11.4%	-2.3%	Aug '26
Preferred	29.19	-0.6%	-1.0%	-2.7%	-3.0%	-2.5%	-1.1%	4.9%	-1.9%	20.7%	1.7%	1.4%	9.7%	-5.7%	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	49.44	0.02%	-0.1%	-2.5%	-2.4%	-4.1%	15.9%	9.9%	10.4%	34.3%	34.3%	13.6%	36.9%	-7.5%	Aug '26
Consumer Discretionary/Cyclical	112.27	-0.5%	1.7%	-0.4%	-4.0%	-0.1%	-1.0%	7.4%	-5.4%	42.6%	27.7%	0.7%	28.9%	-9.3%	Jan '26
Financial Services	55.05	0.6%	2.2%	-3.5%	-0.8%	9.2%	7.2%	14.9%	1.7%	74.0%	55.7%	8.2%	28.2%	-5.7%	Sep '26
Real Estate	91.36	0.8%	2.5%	-2.8%	-5.3%	0.0%	7.6%	3.3%	6.2%	35.8%	6.3%	6.1%	21.2%	-8.7%	Jul '26
Communication Services	111.45	1.0%	-0.1%	-0.7%	0.1%	-1.6%	0.0%	23.1%	-4.5%	70.0%	48.7%	8.5%	31.8%	-6.3%	Jan '26
Energy	66.01	1.4%	4.0%	2.0%	20.6%	17.5%	59.3%	7.9%	50.6%	65.5%	178.7%	51.2%	80.6%	NewNew Peak	Oct '26
Industrials	169.15	-0.06%	-0.6%	-1.6%	-6.8%	-0.9%	14.1%	19.3%	9.9%	71.8%	82.6%	24.5%	48.0%	-9.1%	Aug '26
Technology	196.36	-1.2%	-2.3%	4.7%	5.8%	38.0%	41.8%	24.6%	36.9%	133.9%	171.0%	63.7%	120.3%	-2.8%	Oct '26
Consumer Staples/Defensive	84.41	1.2%	4.2%	1.9%	1.0%	3.9%	11.1%	1.5%	10.8%	38.2%	37.5%	8.4%	15.2%	-4.4%	Feb '26
Healthcare	171.99	0.7%	2.8%	4.4%	7.3%	17.7%	23.0%	14.5%	12.5%	39.7%	48.8%	21.0%	32.7%	-1.7%	Aug '26
Utilities	41.63	0.5%	4.2%	-1.1%	-7.6%	-10.1%	-5.1%	16.0%	-0.5%	55.2%	50.3%	8.9%	18.7%	-11.0%	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	160.63	-0.2%	-0.3%	0.2%	1.9%	11.5%	20.2%	22.4%	14.3%	80.9%	74.0%	32.5%	58.6%	-1.1%	Aug '26
MSCI Emerging Markets	66.15	-1.0%	-3.8%	-2.5%	-1.1%	9.8%	29.8%	34.0%	21.5%	87.0%	47.5%	52.6%	76.8%	-7.1%	Jun '26
FTSE Europe	85.82	-0.2%	-0.5%	-4.4%	-2.9%	0.2%	11.7%	35.8%	4.8%	62.1%	53.1%	29.5%	43.5%	-7.7%	Aug '26
MSCI Japan	97.32	-0.6%	-2.0%	-1.3%	2.9%	11.0%	29.6%	25.9%	21.2%	76.1%	62.0%	47.0%	66.0%	-2.0%	Oct '26
MSCI India	46.36	0.7%	-0.5%	-4.6%	-6.0%	-6.0%	-12.1%	2.7%	-14.2%	5.4%	1.0%	-6.8%	-5.7%	-17.0%	Jun '25
MSCI China	52.15	-0.8%	-0.2%	-1.5%	-1.8%	-8.2%	-13.4%	31.0%	-12.6%	29.6%	-14.5%	-0.1%	18.7%	-20.7%	Oct '25
International Bond	46.97	-0.02%	0.4%	0.2%	-1.6%	-0.7%	-0.9%	2.9%	-0.7%	12.7%	0.9%	2.0%	1.7%	-2.7%	Feb '26
iShares Latin America	38.21	0.2%	0.9%	6.2%	10.7%	2.3%	45.7%	52.7%	27.1%	79.1%	108.0%	69.2%	90.0%	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	715.13	-0.06%	0.4%	2.1%	3.3%	15.1%	20.5%	17.8%	15.0%	86.4%	92.3%	29.6%	59.3%	-0.1%	Oct '26
US Large Growth	127.13	-0.6%	-1.0%	4.1%	2.7%	14.2%	11.4%	19.8%	7.7%	94.2%	105.5%	24.4%	61.0%	-1.6%	Oct '26
US Large Value	254.65	0.4%	1.7%	0.0%	3.5%	15.6%	29.7%	15.7%	22.4%	78.9%	76.1%	33.5%	56.4%	-1.5%	Sep '26

US MidCap Blend	80.92	-0.3%	0.8%	-0.1%	0.0%	9.4%	15.6%	17.0%	12.3%	81.4%	76.4%	25.0%	49.1%	-4.2%	Aug '26
US MidCap Growth	298.71	-1.2%	-0.4%	1.4%	-1.0%	11.7%	4.5%	10.7%	7.5%	56.1%	28.7%	10.6%	39.4%	-4.7%	Aug '26
US MidCap Value	203.16	0.5%	1.8%	-0.6%	1.4%	8.5%	22.3%	12.1%	16.3%	67.4%	59.2%	26.3%	47.7%	-3.2%	Aug '26

US Small Blend	288.16	-0.5%	-1.0%	-1.5%	-3.1%	6.5%	17.7%	8.9%	12.8%	62.0%	39.8%	18.8%	51.7%	-6.6%	Aug '26
US Small Growth	353.71	-0.9%	-2.8%	-3.7%	-7.9%	6.8%	12.0%	12.9%	9.8%	65.9%	23.9%	20.3%	58.9%	-10.5%	Aug '26
US Small Value	211.09	0.10%	-1.0%	-3.5%	-3.6%	6.7%	24.5%	12.4%	17.7%	68.3%	41.8%	29.8%	64.2%	-6.8%	Aug '26

Foreign Large Blend	103.05	-0.3%	-0.9%	-3.4%	-1.2%	2.4%	15.5%	31.6%	9.0%	64.0%	55.3%	32.7%	48.6%	-5.3%	Aug '26
Foreign Growth	119.60	-0.6%	-1.1%	-1.8%	-2.5%	1.8%	8.5%	20.7%	5.8%	45.4%	23.9%	18.4%	37.7%	-5.9%	Aug '26
Foreign Value	78.15	-0.05%	-0.5%	-5.0%	-0.3%	3.2%	23.0%	42.2%	12.3%	83.3%	91.1%	47.7%	60.0%	-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	22.73		0.02%	-0.3%	-0.4%	1.2%	2.8%	3.3%	3.6%	2.4%	19.4%	29.3%	5.3%	9.0%	-1.0%	Sep '26
Ultra Short- Janus AAA CLO	50.55		0.04%	0.1%	0.3%	1.2%	2.5%	5.0%	5.2%	3.5%	19.5%	27.9%	8.1%	8.6%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.48		0.05%	0.0%	0.0%	1.9%	3.1%	5.0%	6.9%	2.2%	22.1%	30.4%	8.6%	12.4%	-0.4%	Sep '26
Interval CEF- Cliffwater	10.18	p	EOD	-2.2%	-1.8%	-0.8%	1.0%	4.2%	8.9%	2.2%	28.9%	53.4%	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	59.83		-0.05%	-0.1%	0.5%	0.8%	10.7%	18.6%	17.7%	12.9%	86.8%	118.5%	27.2%	56.9%	-1.5%	Aug '26
Int’l Min Volatility- Franklin	41.97		0.4%	0.6%	-0.8%	2.4%	4.4%	27.0%	27.1%	17.2%	82.6%	118.3%	42.6%	56.6%	-2.1%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.41	p	EOD	-1.1%	-3.9%	-9.8%	-0.6%	11.1%	3.0%	4.7%	62.1%	106.4%	7.0%	36.3%	-14.4%	Jun '26
Small Value- Avantis	119.94		0.3%	-0.7%	-3.7%	-2.9%	5.3%	27.7%	7.4%	18.7%	64.8%	67.9%	26.4%	63.2%	-6.5%	Aug '26
Mid Value- Pacer Cash Cows	68.68		0.2%	1.5%	-1.8%	7.8%	12.5%	26.1%	9.0%	15.4%	48.4%	71.1%	20.9%	49.0%	-4.9%	Sep '26
Growth- S&P Momentum	149.36		-1.2%	-2.5%	0.9%	-2.7%	21.5%	27.1%	26.6%	25.9%	158.9%	158.8%	46.9%	82.8%	-7.5%	Jun '26
Invesco S&P Quality	85.52		-0.4%	0.0%	1.3%	-2.8%	9.0%	19.7%	13.2%	14.8%	74.3%	86.2%	22.4%	46.7%	-4.9%	Jun '26
Rotation Factor- BlackRock	70.40		-0.04%	0.0%	1.1%	3.5%	15.4%	22.7%	20.0%	16.5%	103.1%	111.9%	33.4%	64.1%	-0.4%	Oct '26
US Min Volatility- Fidelity	73.08		0.6%	2.0%	1.8%	4.5%	10.8%	14.9%	11.8%	10.7%	54.7%	63.5%	18.4%	37.2%	-0.4%	Aug '26
Derivative Income- JPMorgan	56.96		0.3%	1.2%	1.2%	2.3%	3.1%	10.2%	8.1%	5.7%	35.1%	46.4%	9.4%	26.2%	-0.8%	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	p	EOD	0.4%	0.7%	4.9%	9.9%	15.3%	6.5%	15.6%	35.3%	50.5%	21.3%	26.7%	-0.5%	Sep '26
Multistrategy- AQR	15.61	p	EOD	0.3%	1.0%	6.6%	7.4%	15.7%	16.4%	11.4%	47.6%	86.0%	22.8%	28.0%	NewNew Peak	Oct '26
Long Short- AQR	22.48	p	EOD	-0.5%	0.4%	8.0%	9.5%	16.3%	34.4%	6.2%	91.2%	196.9%	32.6%	38.1%	-0.8%	Sep '26
Mkt Neutral- BlackRock	16.08	p	EOD	-0.7%	2.3%	6.7%	13.3%	25.5%	18.3%	18.7%	79.0%	101.2%	39.0%	32.7%	-1.0%	Oct '26
Multi Strategy- Variant	25.72	p	EOD	0.1%	0.6%	1.7%	3.0%	6.3%	7.2%	4.6%	20.3%	42.5%	11.0%	10.2%	NewNew Peak	Oct '26
Long Short- First Trust	78.01		0.4%	0.3%	2.1%	4.7%	8.4%	15.9%	9.1%	10.6%	52.0%	69.2%	16.7%	31.8%	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)	352.72	0.3%	1.8%	4.2%	-1.2%	11.3%	49.5%	66.0%	12.9%	156.2%	161.0%	91.5%	144.9%	-12.3%	May '26
Meta (Communications)	742.96	3.4%	0.1%	14.7%	11.1%	18.2%	5.7%	13.1%	12.8%	131.4%	131.7%	6.2%	46.3%	-5.6%	Aug '25
Amazon (Cyclical)	259.53	-1.1%	3.2%	1.1%	5.8%	8.9%	19.9%	5.2%	12.4%	96.1%	59.8%	14.5%	52.1%	-8.6%	Aug '26
Tesla (Cyclical)	378.03	-1.2%	-0.2%	3.4%	-7.3%	8.3%	-8.6%	11.4%	-15.9%	46.0%	40.8%	4.8%	70.4%	-22.8%	Dec '25
Procter & Gamble (Defensive)	153.20	1.3%	5.0%	5.5%	5.0%	7.1%	5.4%	-12.3%	9.3%	15.7%	22.6%	-4.0%	0.9%	-9.4%	Mar '25
PepsiCo (Defensive)	126.68	0.6%	0.8%	-7.1%	-6.8%	-17.6%	-12.2%	-1.8%	-9.0%	-10.7%	-5.1%	-6.9%	-4.1%	-23.4%	Feb '26
Coca-Cola (Defensive)	89.79	2.0%	3.8%	2.3%	8.2%	17.3%	37.5%	15.6%	30.9%	85.4%	91.7%	34.5%	36.7%	-1.8%	Aug '26
Exxon Mobil (Energy)	172.15	1.9%	5.0%	3.7%	24.8%	14.4%	60.0%	16.0%	45.9%	78.4%	235.0%	63.6%	79.1%	NewNew Peak	Oct '26
Chevron (Energy)	215.00	1.4%	4.1%	0.4%	22.9%	16.1%	50.1%	10.1%	45.0%	51.2%	145.2%	45.5%	67.0%	-1.3%	Sep '26
JPMorgan Chase (Financial)	334.30	0.4%	1.1%	-5.7%	-0.1%	8.9%	13.2%	37.3%	5.7%	144.3%	128.9%	24.0%	58.6%	-8.0%	Aug '26
Visa (Financial)	389.27	1.0%	5.3%	5.1%	11.8%	28.4%	14.2%	11.8%	11.7%	68.2%	80.5%	10.8%	27.7%	NewNew Peak	Oct '26
Mastercard (Financial)	595.09	1.0%	5.6%	4.7%	13.1%	19.7%	7.4%	9.0%	4.9%	51.5%	77.5%	5.8%	25.3%	-0.6%	Aug '26
Bank of America (Financial)	54.58	0.5%	1.1%	-12.9%	-8.1%	5.0%	14.6%	28.0%	0.8%	118.0%	41.7%	23.3%	61.0%	-15.4%	Aug '26
UnitedHealth (Health)	378.52	-0.2%	0.0%	0.5%	-10.3%	25.9%	9.6%	-33.1%	16.9%	-23.3%	2.7%	-22.6%	-28.8%	-34.3%	Apr '25
Johnson & Johnson (Health)	263.73	0.9%	4.3%	-0.7%	3.1%	11.8%	41.4%	47.5%	29.5%	83.7%	92.3%	73.5%	82.7%	-5.3%	Sep '26
Eli Lilly (Health)	1182.62	0.3%	3.5%	6.0%	-0.4%	26.3%	42.8%	40.2%	10.6%	97.7%	431.6%	37.8%	64.6%	-7.6%	Aug '26
Union Pacific (Industrials)	281.57	1.2%	1.6%	-1.0%	-1.4%	13.5%	27.5%	3.9%	23.6%	44.6%	47.7%	18.5%	39.7%	-8.9%	Aug '26
Honeywell (Industrials)	209.64	0.9%	-2.1%	3.6%	-7.1%	-14.2%	7.6%	-6.4%	3.8%	22.7%	9.7%	4.2%	19.5%	-18.7%	Mar '26
Nvidia (IT)	226.32	-1.3%	-5.3%	3.7%	7.4%	20.3%	23.9%	38.9%	21.6%	383.5%	999.7%	63.0%	135.6%	-5.4%	Oct '26
Broadcom (IT)	354.73	-1.9%	-2.1%	-1.8%	-11.1%	-4.2%	10.1%	50.6%	3.1%	304.6%	698.5%	57.4%	130.0%	-26.1%	Jun '26
Adobe (IT)	238.14	-1.7%	-0.3%	-5.6%	6.5%	5.7%	-29.4%	-21.3%	-32.0%	-57.4%	-59.0%	-47.9%	-30.0%	-48.7%	Feb '25
Oracle (IT)	137.39	-2.8%	-3.2%	-8.2%	-1.9%	0.2%	-52.5%	18.1%	-28.6%	30.4%	53.8%	-22.7%	12.7%	-57.5%	Sep '25
salesforce.com (IT)	233.92	2.1%	1.8%	-5.4%	43.5%	42.4%	-2.4%	-20.2%	-11.1%	15.9%	-14.6%	-27.0%	-2.8%	-34.1%	Jan '25
Linde PLC (Materials)	487.35	0.7%	1.0%	4.5%	-7.7%	-2.5%	8.8%	3.2%	15.4%	34.1%	76.3%	7.9%	20.3%	-10.6%	Jul '26
Sherwin-Williams (Materials)	320.21	0.3%	0.5%	-1.0%	-3.9%	-4.3%	-2.9%	-3.8%	-0.5%	32.0%	14.8%	-7.5%	3.6%	-13.9%	Sep '25
American Tower (Real Estate)	182.56	0.2%	12.5%	3.8%	9.5%	4.9%	1.8%	-0.9%	7.2%	23.6%	-18.8%	3.3%	-4.8%	-17.5%	Jul '25
Prologis Inc. (Real Estate)	132.47	2.3%	3.4%	-1.6%	-5.2%	-2.0%	22.8%	25.1%	6.2%	33.1%	16.0%	15.4%	55.0%	-11.0%	Jul '26
NextEra Energy (Utilities)	78.51	1.5%	2.9%	-4.6%	-10.1%	-15.3%	-3.1%	15.5%	-0.1%	61.9%	13.9%	19.8%	28.0%	-18.6%	Apr '26
Duke Energy (Utilities)	117.69	0.9%	3.4%	-1.4%	-5.4%	-9.1%	-4.1%	12.7%	3.0%	49.7%	43.0%	10.9%	6.9%	-10.3%	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	p	EOD	0.3%	-0.6%	-1.4%	0.5%	2.7%	9.4%	1.3%	25.0%	10.8%	9.2%	12.0%	-2.1%	Aug '26
Moderate-60% Stock	68.75		-0.1%	-0.1%	-0.4%	0.0%	5.4%	11.4%	16.4%	7.6%	51.2%	40.4%	21.1%	33.9%	-1.9%	Aug '26
Mod Agg-80% Stock	55.89	p	EOD	-0.2%	-0.1%	0.8%	8.1%	15.8%	19.6%	11.0%	65.1%	54.5%	27.2%	45.9%	-1.7%	Aug '26
Aggressive-90% Stock	34.78	p	EOD	-0.5%	0.0%	0.9%	10.2%	20.9%	20.9%	14.9%	73.0%	58.4%	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	82864.65	-1.0%	-3.4%	7.4%	29.2%	13.5%	-26.8%	-6.3%	-5.3%	209.7%	47.9%	-14.3%	8.6%	-33.6%	Oct '25
Ethereum	2511.61	-0.9%	-7.4%	-0.1%	39.9%	11.9%	-34.6%	-11.0%	-15.3%	63.1%	-28.1%	-7.5%	70.6%	-48.0%	Aug '25
BNB	745.84	-1.0%	-5.2%	2.6%	29.7%	23.1%	-32.6%	23.1%	-13.6%	263.4%	68.0%	14.1%	34.8%	-43.1%	Oct '25
Solana	108.10	-2.8%	-10.5%	5.6%	38.5%	27.4%	-42.7%	-34.2%	-13.2%	407.5%	-29.2%	-36.0%	2.5%	-58.7%	Jan '25
Bitcoin ETF	46.86	0.7%	-3.5%	7.1%	29.3%	12.8%	-29.2%	-6.4%	-5.6%	-	-	-14.3%	7.5%	-34.3%	Oct '25
Grayscale Bitcoin (hi fee)	63.92	0.6%	-3.5%	6.9%	29.0%	12.1%	-30.1%	-7.6%	-6.5%	253.4%	66.7%	-16.0%	5.5%	-35.1%	Oct '25
Bloomberg Commodities	26.37	0.6%	1.9%	-0.4%	14.7%	11.3%	43.0%	14.9%	35.0%	57.6%	65.8%	41.6%	56.8%	-1.6%	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	-0.04%	-1.2%	4.6%	10.4%	13.9%	20.8%	1.1%	15.7%	14.9%	165.8%	17.5%	18.7%	-1.2%	Oct '26
10yr Treasury rate	5.24	-0.08%	-1.3%	5.3%	14.7%	21.4%	29.4%	-9.0%	25.9%	11.2%	231.6%	15.5%	22.9%	-1.3%	Oct '26
5yr Treasury rate	5.02	-0.04%	-0.9%	4.8%	16.5%	27.4%	37.7%	-15.0%	34.8%	6.8%	367.3%	14.9%	28.2%	-1.4%	Sep '26
13-week T-bill	4.05	-0.2%	0.8%	3.5%	9.6%	12.7%	5.1%	-15.7%	14.2%	-24.1%	10025.0%	-4.0%	-3.1%	-5.5%	May '25
Crude Oil	93.16	1.4%	4.2%	-6.9%	30.5%	-3.5%	58.2%	-19.9%	62.2%	12.4%	15.5%	28.9%	56.4%	-17.5%	Apr '26
Gold	4195.90	-0.5%	0.9%	-4.8%	2.0%	-12.4%	4.9%	64.4%	-3.3%	122.8%	138.5%	42.9%	40.3%	-21.1%	Jan '26
USD/EUR	0.90	0.4%	0.5%	4.0%	2.3%	5.1%	-	-11.4%	5.3%	-5.6%	3.4%	-6.4%	-1.6%	-8.2%	Jan '25
USD/JPY	158.60	0.2%	0.4%	3.3%	-1.9%	-0.4%	-	-0.4%	1.4%	5.9%	39.7%	4.4%	8.7%	-3.2%	Jul '26
S&P 500 Volatility Index	15.21	2.5%	-2.0%	-4.0%	1.2%	-20.9%	-29.8%	-13.8%	1.7%	-8.9%	-23.4%	-0.4%	-70.9%	-70.9%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.90		0.08%	0.3%	0.0%	0.1%	1.0%	2.7%	6.1%	1.6%	18.5%	19.0%	6.9%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	47.65		0.2%	0.0%	-1.8%	-4.5%	-3.5%	-2.1%	4.3%	-3.0%	9.5%	2.0%	0.6%	2.9%	-4.9%	Jul '26
Interm Bond- Janus MSB	42.49		0.02%	0.7%	-1.7%	-3.7%	-4.0%	-2.2%	8.8%	-3.3%	16.3%	-0.2%	4.2%	3.1%	-5.3%	Feb '26
Interm Bond- Vanguard	72.96		0.05%	0.5%	-1.1%	-2.9%	-3.3%	-2.6%	8.5%	-3.2%	14.6%	-1.8%	4.1%	2.6%	-5.0%	Feb '26
Multisector Bond- Intrepid	8.74	p	EOD	0.1%	-0.5%	-0.5%	1.2%	4.0%	8.2%	2.3%	27.6%	32.7%	8.9%	11.8%	-0.9%	Aug '26
Int’l Bond- JPMorgan	46.78		0.02%	0.5%	-0.4%	-2.0%	-0.8%	0.5%	8.2%	-0.8%	18.2%	13.2%	5.5%	6.1%	-2.6%	Feb '26
Long Bond- Vanguard	68.87		0.3%	1.1%	-2.0%	-4.9%	-5.5%	-6.2%	7.2%	-5.3%	15.2%	-16.3%	0.3%	3.8%	-8.1%	Oct '25
Long CA Muni- PIMCO	8.83	p	EOD	-0.2%	-2.6%	-5.7%	-4.7%	-2.8%	4.4%	-3.8%	11.3%	1.3%	-0.1%	2.7%	-6.1%	Jul '26
Long Muni- iShares	54.24		0.2%	0.2%	-1.7%	-4.7%	-3.8%	-2.3%	3.4%	-3.5%	7.9%	-0.7%	0.2%	4.0%	-5.3%	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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