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S&P 500

Return

71.9%

[

18.2%

annualized]

Dec 30 2022 - Mar 23 2026

-5.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

39.9%

[

10.9%

annualized]

Dec 30 2022 - Mar 23 2026

-7.6%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.5%

[

11.6%

annualized]

Dec 30 2022 - Mar 23 2026

-7.7%

Below
Peak
Jan '26

Performance Range:

As of Mar 23 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	6600.60	1.4%	-1.5%	-3.5%	-4.5%	-0.8%	16.5%	16.4%	-3.6%	67.2%	68.8%	37.6%	84.5%	-5.4%	Jan '26
DJIA (Large Value)	46356.71	1.7%	-1.3%	-5.0%	-4.3%	0.1%	10.4%	13.0%	-3.6%	44.4%	43.0%	26.7%	58.7%	-7.6%	Feb '26
Russell 2000 (Small Cap)	2509.96	2.9%	0.3%	-4.2%	-1.2%	2.1%	22.0%	11.3%	1.1%	45.9%	14.8%	10.4%	48.7%	-7.7%	Jan '26
NASDAQ Comp (Tech/Growth)	21977.55	1.5%	-1.8%	-2.9%	-6.7%	-2.6%	23.6%	20.4%	-5.4%	86.4%	66.1%	38.8%	111.0%	-8.3%	Oct '25
Aggregate Bond	99.04	0.4%	-0.6%	-1.7%	-0.4%	0.3%	4.0%	7.2%	-0.5%	10.2%	0.7%	-0.1%	16.7%	-2.0%	Feb '26
Corp Bond	108.64	0.7%	0.0%	-2.4%	-1.1%	-0.9%	4.1%	7.9%	-1.1%	13.0%	0.8%	-2.3%	23.9%	-2.4%	Feb '26
High Yield Bond	79.43	0.7%	0.0%	-1.3%	-0.8%	0.1%	5.8%	8.6%	-1.0%	27.9%	19.8%	15.3%	34.9%	-1.7%	Jan '26
Preferred	30.52	0.8%	-0.7%	-3.0%	-1.6%	-2.8%	2.8%	4.9%	-1.3%	22.3%	6.9%	-0.1%	22.6%	-4.3%	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	47.74	1.6%	-3.4%	-9.9%	4.3%	6.5%	13.5%	9.9%	5.3%	32.3%	37.9%	15.8%	48.6%	-11.0%	Feb '26
Consumer Discretionary/Cyclical	110.44	2.5%	-1.6%	-4.0%	-9.6%	-7.0%	12.8%	7.4%	-7.5%	59.0%	38.5%	8.7%	63.4%	-11.3%	Jan '26
Financial Services	49.56	1.0%	0.5%	-2.3%	-10.6%	-7.5%	1.6%	14.9%	-9.5%	66.8%	62.2%	34.2%	72.7%	-12.1%	Jan '26
Real Estate	90.28	1.7%	-2.9%	-4.9%	2.4%	-0.2%	4.0%	3.3%	2.0%	31.2%	19.4%	-8.2%	34.6%	-5.9%	Mar '26
Communication Services	112.61	0.3%	-2.4%	-2.4%	-4.1%	-4.6%	16.8%	23.1%	-4.3%	105.8%	56.7%	50.1%	144.8%	-6.2%	Jan '26
Energy	59.76	0.8%	3.2%	8.4%	34.3%	35.2%	33.5%	7.9%	33.7%	68.7%	198.3%	140.8%	66.8%	New Peak	Mar '26
Industrials	164.31	1.6%	-1.1%	-6.0%	4.7%	7.7%	25.9%	19.3%	5.9%	77.5%	87.2%	66.7%	103.9%	-8.2%	Mar '26
Technology	137.21	1.4%	-1.1%	-0.9%	-6.0%	-1.9%	29.0%	24.6%	-4.7%	92.2%	117.3%	61.3%	141.3%	-9.6%	Oct '25
Consumer Staples/Defensive	81.62	0.4%	-4.0%	-8.3%	5.3%	5.0%	5.7%	1.5%	5.1%	22.7%	38.1%	17.7%	31.7%	-9.3%	Feb '26
Healthcare	145.14	-0.1%	-3.9%	-8.5%	-6.4%	6.4%	0.7%	14.5%	-6.2%	21.0%	36.8%	11.1%	25.6%	-9.4%	Feb '26
Utilities	45.04	0.9%	-4.7%	-3.5%	5.7%	6.0%	17.6%	16.0%	5.5%	53.9%	66.3%	43.5%	61.9%	-5.6%	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	139.06	1.8%	-1.7%	-4.9%	-2.4%	1.7%	19.8%	22.4%	-1.7%	67.0%	61.3%	40.3%	90.7%	-6.5%	Feb '26
MSCI Emerging Markets	57.25	2.9%	-1.9%	-7.1%	5.4%	9.0%	31.5%	34.0%	4.6%	59.1%	21.7%	28.4%	80.8%	-9.6%	Feb '26
FTSE Europe	81.11	2.4%	-2.9%	-9.4%	-3.0%	3.1%	16.1%	35.8%	-3.0%	51.7%	52.7%	34.3%	96.8%	-10.4%	Feb '26
MSCI Japan	83.66	3.0%	-1.7%	-8.5%	3.1%	7.1%	22.7%	25.9%	3.6%	60.6%	36.6%	38.1%	88.1%	-11.0%	Feb '26
MSCI India	47.71	2.4%	-1.8%	-9.3%	-12.4%	-10.1%	-7.3%	2.7%	-11.7%	24.4%	21.4%	3.4%	18.8%	-18.8%	Sep '24
MSCI China	55.62	0.7%	-5.2%	-8.5%	-8.3%	-11.6%	2.2%	31.0%	-7.4%	22.8%	-24.9%	-1.7%	50.4%	-16.0%	Oct '25
International Bond	48.01	0.4%	-0.4%	-2.0%	-0.5%	0.0%	2.8%	2.9%	-0.4%	10.9%	0.4%	1.0%	16.9%	-2.2%	Feb '26
iShares Latin America	33.82	3.8%	-0.9%	-7.1%	10.6%	19.6%	46.6%	52.7%	11.1%	77.9%	78.7%	92.4%	72.6%	-9.4%	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	606.23	1.4%	-1.5%	-3.4%	-4.2%	-0.3%	18.0%	17.8%	-3.3%	74.2%	81.2%	46.2%	93.7%	-5.2%	Jan '26
US Large Growth	434.93	1.8%	-1.9%	-2.9%	-9.3%	-6.9%	17.9%	18.3%	-8.1%	87.2%	85.9%	45.0%	112.9%	-11.5%	Oct '25
US Large Value	213.99	1.3%	-1.2%	-4.1%	1.1%	6.1%	15.9%	15.7%	1.7%	55.5%	58.5%	37.6%	66.9%	-5.1%	Feb '26

US MidCap Blend	290.18	1.8%	-0.6%	-3.4%	-1.2%	0.0%	13.2%	11.6%	0.0%	51.4%	42.6%	22.0%	62.8%	-5.5%	Feb '26
US MidCap Growth	264.14	1.9%	-1.0%	-2.4%	-7.0%	-9.3%	7.2%	10.7%	-5.4%	44.9%	28.1%	8.2%	59.6%	-11.2%	Oct '25
US MidCap Value	184.24	1.8%	-0.3%	-3.9%	3.1%	7.2%	17.2%	12.1%	3.9%	54.7%	54.3%	34.2%	62.3%	-5.3%	Feb '26

US Small Blend	263.67	2.5%	0.3%	-4.0%	0.3%	3.2%	18.7%	8.9%	2.2%	53.0%	35.0%	23.1%	59.7%	-5.8%	Feb '26
US Small Growth	317.90	2.7%	-0.3%	-4.5%	-4.4%	-1.7%	21.4%	12.9%	-1.6%	49.8%	10.0%	10.3%	56.6%	-10.1%	Jan '26
US Small Value	188.43	2.7%	0.2%	-4.5%	2.1%	6.9%	24.9%	12.4%	4.0%	52.0%	33.5%	21.4%	52.9%	-6.2%	Feb '26

Foreign Large Blend	95.88	2.4%	-2.3%	-8.2%	-0.4%	4.8%	18.7%	31.6%	-0.2%	53.1%	48.6%	37.0%	90.4%	-9.3%	Feb '26
Foreign Growth	111.50	2.7%	-2.7%	-8.4%	-2.6%	-0.5%	10.9%	20.7%	-2.1%	30.4%	21.7%	8.2%	63.9%	-9.6%	Feb '26
Foreign Value	72.70	2.1%	-1.7%	-8.0%	1.6%	10.3%	26.8%	42.2%	1.8%	78.1%	77.8%	70.5%	118.7%	-9.1%	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	22.99		0.3%	0.1%	0.6%	-1.6%	-1.6%	2.3%	3.6%	-1.3%	23.5%	27.3%	23.7%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.55		0.10%	0.2%	0.0%	0.6%	1.8%	4.9%	5.2%	0.3%	21.4%	24.5%	23.7%	25.9%	-0.2%	Jan '26
Bank Loan- Invesco	20.45		-0.2%	-0.1%	0.3%	-1.4%	0.4%	5.1%	6.9%	-1.6%	25.5%	27.5%	24.8%	31.1%	-1.9%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	0.1%	0.3%	1.2%	3.3%	7.8%	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	51.65		1.5%	-1.5%	-5.0%	-3.9%	-0.2%	17.5%	17.7%	-3.2%	78.6%	104.2%	80.5%	99.4%	-6.4%	Feb '26
Int’l Min Volatility- Franklin	39.30		1.0%	-1.9%	-4.4%	7.1%	16.7%	26.7%	27.1%	6.7%	80.8%	108.9%	90.3%	104.4%	-5.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.40	p	EOD	-2.5%	-7.1%	-5.4%	-1.9%	7.8%	3.0%	-3.6%	67.9%	90.5%	80.0%	85.0%	-11.6%	Feb '26
Small Value- Avantis	108.79		2.6%	1.8%	-3.6%	4.9%	8.8%	25.9%	7.4%	6.7%	61.6%	69.7%	44.4%	65.7%	-5.8%	Feb '26
Mid Value- Pacer Cash Cows	62.40		1.2%	-0.3%	-2.2%	3.1%	9.8%	15.5%	9.0%	3.7%	48.1%	73.3%	43.3%	55.0%	-3.9%	Feb '26
Growth- S&P Momentum	114.93		1.0%	-2.1%	-2.6%	-5.0%	-5.3%	22.9%	26.6%	-3.7%	125.7%	131.7%	87.1%	129.9%	-7.2%	Oct '25
Invesco S&P Quality	76.14		1.2%	-0.7%	-4.1%	0.2%	4.2%	15.9%	13.2%	1.5%	72.9%	88.0%	50.9%	98.9%	-5.9%	Feb '26
Rotation Factor- BlackRock	58.97		1.4%	-1.5%	-3.0%	-4.0%	0.2%	20.8%	20.0%	-3.0%	93.9%	94.6%	63.9%	122.1%	-4.8%	Feb '26
US Min Volatility- Fidelity	65.02		1.0%	-2.1%	-3.9%	-3.1%	-0.6%	9.0%	11.8%	-2.6%	48.4%	61.0%	32.5%	61.6%	-5.3%	Feb '26
Derivative Income- JPMorgan	56.84		1.3%	-1.3%	-3.3%	-0.4%	3.3%	7.6%	8.1%	-0.1%	35.5%	51.2%	29.4%	47.7%	-4.5%	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	16.60	p	EOD	1.7%	4.5%	4.8%	4.3%	10.4%	6.5%	5.0%	31.6%	39.0%	36.0%	35.5%	New Peak	Mar '26
Multistrategy- AQR	14.41	p	EOD	0.3%	-0.7%	3.1%	6.2%	12.5%	16.4%	2.9%	48.9%	76.6%	69.0%	51.0%	-1.3%	Feb '26
Long Short- AQR	20.51	p	EOD	0.1%	-1.8%	-3.7%	5.6%	19.3%	34.4%	-3.1%	109.0%	183.5%	150.2%	138.7%	-3.7%	Dec '25
Mkt Neutral- BlackRock	15.12	p	EOD	1.5%	3.1%	3.2%	8.0%	18.1%	18.3%	3.7%	66.1%	71.6%	75.3%	75.9%	New Peak	Mar '26
Multi Strategy- Variant	26.61	p	EOD	0.1%	0.6%	1.3%	3.6%	6.7%	7.2%	1.1%	22.3%	47.7%	35.3%	26.8%	New Peak	Mar '26
Long Short- First Trust	69.86		0.7%	-0.2%	-1.5%	-2.1%	0.7%	10.1%	9.1%	-1.6%	47.2%	63.6%	41.3%	56.3%	-3.1%	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)	301.64	0.2%	-1.3%	-3.2%	-4.0%	19.9%	84.4%	66.0%	-3.6%	187.8%	197.8%	109.6%	211.5%	-12.2%	Feb '26
Meta (Communications)	602.60	1.5%	-4.0%	-5.4%	-9.4%	-20.2%	1.3%	13.1%	-8.7%	197.0%	108.8%	79.2%	375.9%	-23.6%	Aug '25
Amazon (Cyclical)	210.68	2.6%	-0.5%	2.6%	-9.2%	-4.5%	7.4%	5.2%	-8.7%	113.4%	34.3%	23.6%	86.6%	-17.1%	Nov '25
Tesla (Cyclical)	379.42	3.1%	-4.1%	-5.1%	-21.9%	-10.9%	52.6%	11.4%	-15.6%	97.4%	71.9%	-5.1%	74.7%	-22.5%	Dec '25
Procter & Gamble (Defensive)	144.26	-0.01%	-5.2%	-12.7%	1.5%	-4.1%	-11.1%	-12.3%	1.4%	8.3%	23.4%	-1.4%	26.8%	-17.0%	Dec '24
PepsiCo (Defensive)	150.54	0.3%	-4.6%	-9.8%	5.7%	8.1%	7.6%	-1.8%	5.8%	-5.2%	26.1%	-0.5%	-0.4%	-15.1%	May '23
Coca-Cola (Defensive)	75.33	0.8%	-3.2%	-6.5%	7.8%	13.7%	12.1%	15.6%	7.8%	36.5%	69.0%	43.1%	50.6%	-7.6%	Feb '26
Exxon Mobil (Energy)	161.02	0.8%	2.4%	6.8%	35.7%	43.5%	44.2%	16.0%	34.7%	72.5%	253.2%	194.0%	84.0%	New Peak	Mar '26
Chevron (Energy)	204.33	1.3%	3.8%	10.5%	37.1%	32.5%	29.6%	10.1%	35.4%	50.1%	146.8%	103.3%	49.6%	New Peak	Mar '26
JPMorgan Chase (Financial)	291.66	1.8%	1.9%	-2.0%	-10.1%	-5.9%	23.2%	37.3%	-9.1%	146.9%	121.6%	101.2%	204.5%	-12.8%	Jan '26
Visa (Financial)	307.04	1.8%	-1.0%	0.2%	-12.9%	-9.0%	-7.8%	11.8%	-12.3%	41.1%	53.0%	43.2%	77.0%	-17.3%	Jun '25
Mastercard (Financial)	505.99	1.9%	-0.5%	2.0%	-12.1%	-11.0%	-5.0%	9.0%	-11.2%	45.3%	46.5%	39.8%	82.0%	-15.3%	Aug '25
Bank of America (Financial)	47.90	1.6%	1.8%	-5.7%	-13.9%	-6.3%	15.3%	28.0%	-12.4%	92.0%	46.6%	15.5%	75.6%	-15.9%	Jan '26
UnitedHealth (Health)	269.94	-2.1%	-5.4%	-4.4%	-16.9%	-21.8%	-46.7%	-33.1%	-18.2%	-39.5%	-20.8%	-42.5%	-42.8%	-55.6%	Nov '24
Johnson & Johnson (Health)	235.49	0.05%	-3.2%	-3.7%	15.0%	34.9%	47.9%	47.5%	14.4%	70.4%	69.1%	55.2%	60.4%	-5.3%	Mar '26
Eli Lilly (Health)	913.78	0.8%	-7.6%	-13.7%	-14.6%	22.7%	9.9%	40.2%	-14.8%	180.9%	422.9%	249.7%	189.6%	-17.5%	Nov '25
Union Pacific (Industrials)	239.71	2.0%	-1.0%	-8.6%	2.9%	6.3%	4.9%	3.9%	4.2%	37.9%	28.9%	6.7%	35.4%	-10.2%	Mar '26
Honeywell (Industrials)	224.68	1.4%	-4.2%	-7.1%	15.5%	15.1%	15.9%	-6.4%	15.7%	36.0%	26.6%	26.1%	48.6%	-9.4%	Mar '26
Nvidia (IT)	176.08	2.0%	-3.9%	-8.1%	-6.9%	-1.3%	49.6%	38.9%	-5.6%	548.1%	1250.5%	485.7%	1433.1%	-14.9%	Oct '25
Broadcom (IT)	322.26	3.8%	-0.8%	-2.4%	-7.7%	-4.7%	69.1%	50.6%	-6.9%	423.5%	665.9%	424.5%	689.3%	-21.8%	Dec '25
Adobe (IT)	248.76	0.2%	-1.2%	0.8%	-29.4%	-31.2%	-35.8%	-21.3%	-28.9%	-32.6%	-45.9%	-55.9%	-13.1%	-60.8%	Feb '24
Oracle (IT)	153.68	2.7%	-1.5%	8.8%	-21.1%	-50.8%	2.0%	18.1%	-20.9%	81.5%	144.6%	85.1%	150.7%	-53.0%	Sep '25
salesforce.com (IT)	195.35	-0.02%	-1.5%	9.6%	-25.8%	-20.0%	-29.9%	-20.2%	-26.3%	5.5%	-8.0%	-22.6%	39.0%	-46.5%	Dec '24
Linde PLC (Materials)	479.38	-1.8%	-3.6%	-3.8%	12.8%	0.3%	5.6%	3.2%	12.4%	45.5%	90.9%	49.5%	84.2%	-5.9%	Mar '26
Sherwin-Williams (Materials)	315.09	3.8%	-2.4%	-13.3%	-2.5%	-8.1%	-4.9%	-3.8%	-2.5%	54.8%	36.1%	-3.4%	61.4%	-20.3%	Nov '24
American Tower (Real Estate)	175.37	-0.8%	-5.1%	-7.7%	1.5%	-8.1%	-16.1%	-0.9%	-0.1%	1.3%	-11.6%	-30.5%	6.4%	-24.0%	Sep '24
Prologis Inc. (Real Estate)	131.88	3.0%	-0.8%	-6.3%	3.2%	16.1%	24.9%	25.1%	3.3%	26.1%	43.3%	-9.8%	45.3%	-7.6%	Mar '26
NextEra Energy (Utilities)	91.08	1.8%	-1.9%	-2.5%	14.9%	27.7%	32.3%	15.5%	14.2%	34.7%	40.0%	11.5%	38.2%	-4.2%	Feb '26
Duke Energy (Utilities)	127.82	0.8%	-4.2%	0.0%	10.4%	5.6%	11.1%	12.7%	10.0%	56.9%	65.1%	45.8%	70.6%	-4.2%	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	15.59	p	EOD	-1.3%	-3.1%	-1.1%	0.2%	6.5%	9.4%	-1.1%	19.7%	10.4%	7.1%	28.3%	-3.5%	Feb '26
Moderate-60% Stock	64.43		1.3%	-1.2%	-3.8%	-1.2%	1.6%	14.0%	16.4%	-0.9%	42.6%	36.2%	24.5%	58.0%	-4.7%	Feb '26
Mod Agg-80% Stock	49.51	p	EOD	-2.9%	-5.9%	-2.9%	0.6%	15.7%	19.6%	-2.4%	51.8%	44.4%	29.6%	70.3%	-7.1%	Feb '26
Aggressive-90% Stock	29.57	p	EOD	-3.1%	-6.7%	-2.7%	1.4%	17.5%	20.9%	-2.3%	52.8%	46.5%	28.4%	71.5%	-8.0%	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	70970.51	4.6%	-5.2%	9.8%	-18.8%	-36.6%	-15.6%	-6.3%	-18.9%	150.5%	29.7%	52.8%	270.5%	-43.1%	Oct '25
Ethereum	2150.06	4.7%	-8.6%	15.9%	-27.4%	-48.4%	9.4%	-11.0%	-27.5%	18.4%	28.1%	-42.8%	66.0%	-55.5%	Aug '25
BNB	636.77	1.6%	-6.3%	6.9%	-24.5%	-37.4%	0.3%	23.1%	-26.2%	93.1%	149.0%	24.3%	135.0%	-51.4%	Oct '25
Solana	91.16	5.8%	-5.3%	17.2%	-26.4%	-57.3%	-29.0%	-34.2%	-26.8%	310.3%	541.8%	-46.5%	192.5%	-65.2%	Jan '25
Bitcoin ETF	40.25	1.2%	-4.0%	10.1%	-18.9%	-36.5%	-15.6%	-6.4%	-18.9%	-	-	-	-	-43.5%	Oct '25
Grayscale Bitcoin (hi fee)	55.27	1.1%	-4.1%	10.0%	-19.3%	-36.9%	-16.7%	-7.6%	-19.1%	280.0%	30.9%	78.5%	445.8%	-43.8%	Oct '25
Bloomberg Commodities	23.03	-3.6%	-2.9%	6.9%	16.0%	25.7%	26.4%	14.9%	17.9%	42.9%	79.1%	49.7%	29.8%	-5.0%	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	4.92	-0.8%	1.2%	4.7%	1.8%	3.8%	7.0%	1.1%	1.6%	33.6%	109.5%	144.0%	26.6%	-3.6%	Oct '23
10yr Treasury rate	4.34	-1.3%	2.7%	7.6%	4.0%	5.2%	2.0%	-9.0%	4.2%	27.3%	164.7%	166.3%	11.1%	-13.1%	Oct '23
5yr Treasury rate	3.95	-1.6%	3.8%	10.2%	5.7%	7.4%	-1.5%	-15.0%	6.1%	15.5%	376.2%	189.2%	-4.0%	-20.4%	Oct '23
13-week T-bill	3.62	0%	0.4%	0.8%	2.0%	-5.9%	-13.5%	-15.7%	2.0%	-19.7%	36080.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	88.80	-9.7%	-5.0%	33.9%	52.1%	40.0%	30.1%	-19.9%	54.6%	26.9%	53.7%	16.7%	1.8%	-10.0%	Mar '26
Gold	4422.00	-3.2%	-11.5%	-15.0%	-1.4%	17.0%	46.5%	64.5%	2.2%	121.8%	156.4%	145.7%	164.7%	-16.9%	Jan '26
USD/EUR	0.86	-0.3%	-1.5%	2.0%	1.4%	1.8%	-6.5%	-11.4%	1.2%	-6.4%	2.8%	-2.0%	-16.4%	-11.7%	Jan '25
USD/JPY	158.38	0.3%	-0.7%	2.6%	1.0%	7.3%	6.6%	-0.4%	1.3%	20.7%	45.6%	37.6%	7.9%	-2.0%	Jul '24
S&P 500 Volatility Index	25.00	-6.6%	6.3%	19.0%	78.6%	50.2%	29.7%	-13.8%	67.2%	10.6%	23.2%	50.6%	-25.5%	-52.2%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.62		0.11%	-0.2%	-0.8%	0.2%	1.2%	4.4%	6.1%	0.0%	18.6%	18.1%	17.2%	22.4%	-0.9%	Feb '26
Interm Muni- JPMorgan	50.17		0.2%	-0.8%	-1.7%	-0.2%	0.8%	3.4%	4.3%	-0.4%	10.1%	6.4%	3.9%	15.4%	-1.9%	Feb '26
Interm Bond- Janus MSB	45.24		0.3%	-0.9%	-2.0%	-0.5%	1.0%	5.0%	8.8%	-0.6%	11.9%	2.9%	2.9%	19.7%	-2.3%	Feb '26
Interm Bond- Vanguard	77.04		0.4%	-0.5%	-1.9%	-0.6%	0.1%	4.7%	8.5%	-0.8%	11.5%	2.1%	1.3%	19.0%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	0.0%	-0.7%	0.0%	0.9%	6.0%	8.2%	-0.4%	29.9%	35.4%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	47.74		0.6%	-0.5%	-2.9%	-1.5%	-0.7%	4.3%	8.2%	-1.6%	16.3%	13.2%	11.9%	25.7%	-3.0%	Feb '26
Long Bond- Vanguard	74.38		1.1%	0.1%	-3.4%	-1.8%	-2.2%	2.7%	7.2%	-1.5%	9.4%	-7.4%	-12.9%	22.9%	-4.5%	Oct '25
Long CA Muni- PIMCO	9.35	p	EOD	-0.8%	-2.0%	-0.3%	0.6%	2.0%	3.3%	-0.7%	9.9%	2.4%	-0.5%	14.3%	-2.3%	Feb '26
Long Muni- iShares	57.03		0.4%	-0.8%	-1.8%	-0.4%	1.2%	3.7%	3.4%	-0.5%	8.4%	3.1%	1.5%	13.2%	-2.1%	Feb '26

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Russell 2000 (Small Cap)

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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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Jan '26