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S&P 500

Return

62.6%

[

20.5%

annualized]

Dec 29 2023 - Aug 07 2026

DJIA (Large Value)

Return

43.4%

[

14.8%

annualized]

Dec 29 2023 - Aug 07 2026

Russell 2000 (Small Cap)

Return

49.7%

[

16.7%

annualized]

Dec 29 2023 - Aug 07 2026

Performance Range:

As of Aug 07 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	7757.64	0.6%	3.6%	3.7%	4.8%	11.9%	21.4%	16.4%	13.3%	72.4%	74.9%	61.7%	116.9%	NewNew Peak	Aug '26
DJIA (Large Value)	54036.93	0.3%	3.0%	3.2%	8.9%	7.8%	22.3%	13.0%	12.4%	53.0%	53.5%	47.7%	85.0%	-0.6%	Aug '26
Russell 2000 (Small Cap)	3034.49	1.1%	3.5%	2.6%	6.1%	13.6%	36.8%	11.3%	22.3%	55.8%	35.0%	33.5%	79.8%	-0.1%	Aug '26
NASDAQ Comp (Tech/Growth)	26690.62	1.3%	5.2%	3.2%	1.7%	15.9%	24.4%	20.4%	14.8%	92.2%	79.9%	68.6%	156.2%	-1.5%	Jun '26
Aggregate Bond	97.60	0.2%	0.2%	-0.4%	-0.9%	-0.9%	2.3%	7.2%	-0.3%	12.4%	-1.3%	0.1%	17.0%	-2.1%	Feb '26
Corp Bond	106.55	0.2%	0.3%	-1.0%	-1.7%	-1.8%	1.5%	7.9%	-1.1%	14.4%	-4.0%	-2.3%	23.8%	-2.8%	Feb '26
High Yield Bond	79.61	0.2%	0.2%	-0.1%	0.3%	1.0%	4.7%	8.6%	1.7%	26.2%	19.8%	18.4%	38.6%	-0.3%	Jul '26
Preferred	30.64	0.4%	0.6%	0.6%	-2.5%	-0.8%	3.2%	4.9%	1.5%	19.2%	3.7%	2.7%	26.0%	-2.5%	May '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	52.86	1.3%	4.8%	5.4%	2.8%	3.5%	21.8%	9.9%	17.5%	34.5%	38.7%	29.3%	65.9%	-0.6%	Feb '26
Consumer Discretionary/Cyclical	119.86	1.5%	3.2%	4.0%	-0.1%	2.0%	8.0%	7.4%	0.8%	42.9%	38.0%	18.4%	78.1%	-3.4%	Jan '26
Financial Services	57.60	-0.4%	1.2%	4.8%	12.8%	7.1%	12.8%	14.9%	6.1%	72.1%	65.9%	57.4%	102.5%	-0.7%	Aug '26
Real Estate	98.43	0.4%	-0.5%	1.7%	2.8%	8.8%	14.8%	3.3%	13.4%	32.7%	11.5%	2.0%	49.7%	-2.5%	Jul '26
Communication Services	111.25	0.06%	2.8%	1.6%	-4.6%	-3.3%	4.7%	23.1%	-4.9%	69.3%	41.4%	49.1%	143.2%	-6.8%	Jan '26
Energy	57.50	-1.1%	-3.4%	3.4%	4.0%	9.5%	39.6%	7.9%	30.4%	44.7%	178.4%	134.8%	62.7%	-7.4%	Mar '26
Industrials	185.18	0.2%	3.0%	2.6%	7.2%	7.5%	24.3%	19.3%	20.0%	77.2%	92.8%	88.9%	131.0%	-0.7%	Aug '26
Technology	187.97	1.4%	7.2%	3.6%	7.2%	33.5%	42.1%	24.6%	30.9%	125.1%	152.0%	121.5%	231.3%	-5.1%	Jun '26
Consumer Staples/Defensive	85.12	0.01%	0.1%	0.9%	1.8%	-2.0%	6.1%	1.5%	11.0%	23.6%	36.9%	24.3%	39.1%	-4.2%	Feb '26
Healthcare	165.68	0.7%	1.9%	2.1%	16.0%	6.0%	29.5%	14.5%	7.9%	29.1%	35.1%	27.9%	44.6%	-0.9%	Jul '26
Utilities	43.61	0.5%	-1.7%	-3.9%	-1.9%	1.9%	4.0%	16.0%	3.5%	48.4%	50.2%	40.8%	58.8%	-7.4%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	161.44	0.8%	3.2%	3.6%	4.6%	11.1%	24.3%	22.4%	14.8%	75.4%	71.1%	64.0%	122.8%	NewNew Peak	Aug '26
MSCI Emerging Markets	65.64	1.0%	2.4%	-0.9%	-2.9%	9.8%	35.4%	34.0%	20.6%	76.4%	42.2%	47.9%	108.4%	-7.8%	Jun '26
FTSE Europe	92.60	0.8%	2.2%	5.0%	6.5%	6.6%	22.9%	35.8%	12.8%	64.7%	57.9%	56.1%	128.8%	NewNew Peak	Aug '26
MSCI Japan	96.90	1.8%	4.9%	4.7%	5.6%	9.0%	29.8%	25.9%	20.7%	71.3%	61.1%	60.8%	119.0%	-0.1%	Jun '26
MSCI India	50.37	0.5%	1.1%	3.5%	1.1%	-5.5%	-3.4%	2.7%	-6.8%	15.5%	18.5%	9.1%	25.4%	-14.3%	Sep '24
MSCI China	56.57	1.2%	1.4%	7.0%	-2.4%	-7.7%	-0.9%	31.0%	-5.2%	30.7%	-10.0%	0.6%	54.0%	-13.9%	Oct '25
International Bond	47.95	0.13%	0.4%	0.3%	0.1%	-0.1%	1.3%	2.9%	0.6%	12.5%	0.1%	2.0%	18.1%	-1.4%	Feb '26
iShares Latin America	34.62	-0.8%	-2.1%	3.2%	-3.8%	-2.7%	39.2%	52.7%	15.1%	50.1%	66.6%	99.4%	78.9%	-8.0%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	710.71	0.6%	3.5%	3.7%	5.1%	12.6%	22.8%	17.8%	14.0%	79.3%	87.5%	72.5%	128.5%	NewNew Peak	Aug '26
US Large Growth	124.60	0.9%	5.3%	2.3%	0.9%	9.3%	12.8%	19.8%	5.5%	90.3%	97.5%	79.6%	159.2%	-3.2%	Jun '26
US Large Value	257.56	0.6%	2.3%	5.0%	10.5%	15.5%	33.8%	15.7%	23.3%	69.1%	75.8%	66.7%	102.3%	NewNew Peak	Aug '26

US MidCap Blend	82.69	0.7%	2.1%	3.2%	7.5%	10.6%	21.0%	17.0%	14.8%	75.6%	81.0%	69.2%	118.8%	-0.2%	Aug '26
US MidCap Growth	306.28	1.4%	3.6%	2.4%	6.2%	12.2%	8.4%	10.7%	10.1%	52.5%	30.3%	25.8%	85.7%	-0.3%	Aug '26
US MidCap Value	207.10	0.2%	1.2%	3.9%	8.5%	9.5%	25.8%	12.1%	17.9%	56.5%	62.0%	52.4%	84.2%	-0.2%	Jul '26

US Small Blend	306.09	1.4%	3.7%	3.7%	6.5%	11.1%	29.2%	8.9%	19.5%	57.0%	47.5%	43.9%	86.8%	NewNew Peak	Aug '26
US Small Growth	390.16	1.5%	5.3%	2.0%	5.9%	15.1%	34.5%	12.9%	21.0%	63.2%	33.0%	35.6%	92.5%	-1.0%	Jun '26
US Small Value	225.52	0.8%	1.9%	3.6%	6.9%	13.3%	42.4%	12.4%	25.2%	60.2%	53.6%	46.2%	84.2%	-0.6%	Aug '26

Foreign Large Blend	108.55	1.1%	2.8%	5.0%	6.1%	7.5%	24.2%	31.6%	14.8%	64.9%	58.4%	57.5%	119.0%	NewNew Peak	Aug '26
Foreign Growth	126.20	1.5%	3.9%	3.9%	3.8%	6.5%	17.1%	20.7%	11.7%	42.2%	24.7%	23.5%	87.0%	NewNew Peak	Aug '26
Foreign Value	82.26	0.8%	1.7%	6.0%	8.2%	8.5%	31.4%	42.2%	18.3%	89.6%	97.7%	98.1%	154.1%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.00	-0.02%	-0.3%	0.7%	1.1%	2.7%	1.9%	3.6%	1.8%	20.2%	30.3%	27.6%	33.4%	-0.3%	Jul '26
Ultra Short- Janus AAA CLO	50.56	0.06%	0.1%	0.5%	1.1%	2.2%	4.9%	5.2%	2.7%	19.9%	27.0%	26.7%	28.9%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.50	0%	0.5%	0.9%	0.8%	2.2%	4.3%	6.9%	1.2%	22.7%	30.6%	28.4%	34.9%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.31	0%	0.2%	0.6%	1.5%	3.1%	6.8%	8.9%	3.5%	33.5%	58.0%	52.3%	45.4%	NewNew Peak	Aug '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	60.40	0.5%	2.8%	2.8%	4.5%	10.8%	20.7%	17.7%	13.7%	82.4%	117.6%	112.0%	134.2%	-0.4%	Aug '26
Int’l Min Volatility- Franklin	42.93	0.3%	0.5%	4.3%	7.5%	9.5%	32.9%	27.1%	18.9%	87.7%	118.2%	112.0%	127.6%	-0.2%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.39	1.0%	1.9%	0.8%	1.5%	8.3%	25.5%	3.0%	17.0%	68.9%	121.4%	118.4%	124.5%	-4.3%	Jun '26
Small Value- Avantis	126.88	0.4%	1.3%	3.7%	6.3%	10.8%	39.2%	7.4%	25.2%	59.5%	85.7%	69.4%	94.5%	-1.4%	Aug '26
Mid Value- Pacer Cash Cows	69.24	1.6%	3.5%	8.8%	9.5%	8.7%	27.1%	9.0%	15.6%	43.2%	72.8%	59.8%	72.9%	NewNew Peak	Aug '26
Growth- S&P Momentum	149.69	0.4%	4.1%	-0.6%	4.2%	25.5%	28.8%	26.6%	26.0%	165.4%	158.0%	144.7%	200.8%	-7.4%	Jun '26
Invesco S&P Quality	85.97	0.2%	1.5%	-0.8%	4.5%	8.3%	20.9%	13.2%	15.2%	73.3%	82.7%	71.5%	126.0%	-4.6%	Jun '26
Rotation Factor- BlackRock	69.99	0.6%	3.8%	4.2%	6.6%	14.2%	24.7%	20.0%	15.6%	96.5%	105.3%	95.4%	164.8%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	73.45	0.3%	2.3%	5.2%	6.8%	8.1%	17.0%	11.8%	10.9%	52.0%	61.2%	50.9%	84.1%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.58	-0.02%	0.3%	1.9%	4.3%	0.9%	10.6%	8.1%	4.8%	30.9%	42.6%	35.7%	54.9%	-0.4%	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	17.52	0.11%	0.2%	1.0%	2.0%	9.6%	10.7%	6.5%	10.8%	31.8%	45.5%	43.5%	43.0%	-0.1%	Aug '26
Multistrategy- AQR	14.85	0.2%	0.3%	2.1%	1.0%	3.6%	13.1%	16.4%	6.0%	45.2%	77.4%	74.1%	55.6%	-0.5%	Jun '26
Long Short- AQR	21.70	0.6%	1.6%	5.5%	4.5%	3.4%	17.0%	34.4%	2.6%	94.2%	189.1%	164.8%	152.5%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.44	0.3%	0.9%	3.2%	5.6%	13.2%	23.7%	18.3%	14.0%	77.9%	88.1%	92.6%	93.3%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.81	0.08%	0.2%	0.6%	1.3%	3.3%	6.5%	7.2%	3.4%	20.7%	43.1%	38.3%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	75.90	0.4%	1.2%	2.4%	2.5%	6.5%	14.4%	9.1%	7.3%	46.2%	62.9%	54.1%	70.4%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	354.30	-1.0%	-0.5%	-2.1%	-11.5%	9.9%	76.4%	66.0%	13.3%	172.0%	163.3%	146.5%	266.4%	-11.9%	May '26
Meta (Communications)	592.10	0.4%	6.4%	-1.8%	-2.8%	-10.3%	-22.8%	13.1%	-10.1%	91.1%	64.3%	76.4%	368.5%	-24.8%	Aug '25
Amazon (Cyclical)	274.48	0.8%	1.1%	12.7%	0.7%	30.5%	23.3%	5.2%	18.9%	96.1%	64.1%	61.1%	143.1%	-3.4%	Aug '26
Tesla (Cyclical)	328.58	2.8%	5.6%	-16.6%	-23.3%	-20.1%	-0.3%	11.4%	-26.9%	31.6%	41.0%	-17.8%	51.3%	-32.9%	Dec '25
Procter & Gamble (Defensive)	145.79	-0.8%	0.9%	-1.0%	0.3%	-7.0%	-2.2%	-12.3%	4.0%	0.4%	17.2%	1.1%	30.1%	-14.9%	Dec '24
PepsiCo (Defensive)	139.02	0.4%	-0.4%	-2.4%	-9.1%	-16.9%	-0.5%	-1.8%	-1.2%	-16.3%	5.5%	-7.1%	-7.0%	-20.7%	May '23
Coca-Cola (Defensive)	87.05	0.2%	-0.6%	4.4%	11.7%	11.6%	27.3%	15.6%	26.2%	56.1%	78.2%	67.6%	76.3%	-2.3%	Jul '26
Exxon Mobil (Energy)	153.04	-1.2%	-1.5%	8.4%	6.6%	4.1%	47.9%	16.0%	28.9%	57.0%	217.9%	181.4%	76.1%	-10.1%	Mar '26
Chevron (Energy)	186.56	-1.4%	-5.2%	6.0%	3.7%	5.1%	25.4%	10.1%	24.7%	32.6%	124.7%	87.3%	37.9%	-10.8%	Mar '26
JPMorgan Chase (Financial)	357.52	0.3%	1.6%	8.1%	18.9%	12.0%	26.2%	37.3%	12.5%	145.0%	157.2%	149.1%	276.8%	-0.5%	Aug '26
Visa (Financial)	362.50	-2.2%	-1.0%	4.3%	13.9%	9.8%	8.5%	11.8%	3.8%	55.0%	55.9%	69.4%	109.4%	-2.2%	Aug '26
Mastercard (Financial)	562.95	-2.3%	-1.8%	8.5%	13.8%	2.9%	-1.4%	9.0%	-0.9%	45.8%	54.8%	56.1%	103.2%	-5.4%	Aug '25
Bank of America (Financial)	63.17	0.3%	2.0%	8.4%	23.8%	13.0%	40.3%	28.0%	16.1%	117.8%	77.8%	53.1%	132.7%	-0.1%	Aug '26
UnitedHealth (Health)	407.08	0.8%	-1.8%	-4.4%	7.7%	49.1%	66.6%	-33.1%	25.0%	-14.5%	7.1%	-12.1%	-12.6%	-32.1%	Nov '24
Johnson & Johnson (Health)	259.24	0.9%	1.1%	-1.6%	17.8%	9.2%	53.3%	47.5%	26.7%	63.4%	72.4%	71.8%	77.6%	-3.0%	Jul '26
Eli Lilly (Health)	1185.71	-0.5%	3.2%	-2.5%	25.2%	12.4%	90.9%	40.2%	10.7%	132.2%	371.8%	354.5%	276.4%	-4.0%	Jul '26
Union Pacific (Industrials)	293.13	-0.8%	0.3%	4.3%	11.3%	17.2%	34.9%	3.9%	28.0%	37.1%	48.8%	31.2%	66.4%	-4.6%	Jul '26
Honeywell (Industrials)	246.21	2.3%	1.3%	11.7%	10.8%	-0.5%	17.7%	-6.4%	21.6%	41.6%	20.3%	32.5%	56.1%	-4.8%	Mar '26
Nvidia (IT)	223.96	2.3%	11.6%	9.7%	4.2%	20.9%	22.7%	38.9%	20.2%	402.4%	1003.5%	645.9%	1852.3%	-4.9%	May '26
Broadcom (IT)	427.76	1.7%	9.9%	10.1%	-0.4%	29.0%	41.3%	50.6%	24.0%	402.1%	867.9%	598.7%	951.6%	-11.0%	Jun '26
Adobe (IT)	265.21	1.9%	5.9%	20.0%	4.8%	-1.2%	-22.2%	-21.3%	-24.2%	-49.1%	-58.0%	-53.0%	-7.3%	-58.2%	Feb '24
Oracle (IT)	147.02	2.5%	13.2%	5.0%	-24.7%	3.7%	-40.5%	18.1%	-23.8%	32.2%	75.7%	78.3%	141.5%	-54.7%	Sep '25
salesforce.com (IT)	192.74	3.2%	4.7%	15.7%	6.3%	1.2%	-19.2%	-20.2%	-26.9%	-7.3%	-21.8%	-23.2%	37.8%	-46.9%	Dec '24
Linde PLC (Materials)	489.98	-0.03%	2.4%	-7.1%	-0.3%	10.0%	5.1%	3.2%	15.7%	33.4%	71.4%	53.8%	89.5%	-10.4%	Jul '26
Sherwin-Williams (Materials)	369.73	1.7%	8.5%	11.8%	17.0%	2.6%	6.0%	-3.8%	14.7%	39.2%	30.2%	13.6%	89.9%	-6.2%	Nov '24
American Tower (Real Estate)	172.54	0.8%	-0.5%	4.5%	-1.3%	2.7%	-13.2%	-0.9%	0.2%	3.8%	-28.5%	-30.2%	6.7%	-23.8%	Sep '24
Prologis Inc. (Real Estate)	140.16	0.7%	-3.1%	-0.6%	-2.0%	3.9%	36.9%	25.1%	11.5%	25.0%	24.8%	-2.7%	56.8%	-6.6%	Jul '26
NextEra Energy (Utilities)	84.65	0.06%	-2.6%	-3.2%	-8.4%	-4.0%	20.3%	15.5%	6.9%	34.6%	19.8%	4.4%	29.4%	-12.9%	Apr '26
Duke Energy (Utilities)	124.85	0.8%	-0.5%	-1.5%	1.4%	4.2%	3.1%	12.7%	8.4%	52.1%	41.6%	43.6%	68.1%	-5.6%	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	16.03	0.3%	1.1%	0.8%	0.7%	2.0%	6.8%	9.4%	3.2%	23.7%	11.2%	11.8%	33.9%	-0.1%	Jun '26
Moderate-60% Stock	70.12	0.6%	2.3%	2.3%	2.6%	6.4%	15.9%	16.4%	9.2%	48.2%	40.4%	37.2%	74.1%	NewNew Peak	Aug '26
Mod Agg-80% Stock	56.51	0.7%	2.8%	2.8%	3.5%	8.6%	20.4%	19.6%	12.2%	60.8%	53.3%	49.1%	95.8%	NewNew Peak	Aug '26
Aggressive-90% Stock	35.05	0.7%	2.8%	2.6%	3.9%	11.2%	25.0%	20.9%	15.8%	66.8%	57.6%	52.2%	103.3%	NewNew Peak	Aug '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	64986.25	0.2%	3.5%	4.4%	-19.0%	-7.9%	-44.3%	-6.3%	-25.7%	118.3%	51.8%	39.9%	239.2%	-47.9%	Oct '25
Ethereum	1917.04	0.1%	3.0%	10.0%	-16.9%	-7.1%	-52.2%	-11.0%	-35.4%	3.3%	-33.7%	-49.0%	48.0%	-60.3%	Aug '25
BNB	592.70	0.06%	1.1%	4.3%	-8.7%	-9.8%	-25.3%	23.1%	-31.3%	141.8%	73.2%	15.7%	118.7%	-54.8%	Oct '25
Solana	74.42	1.0%	2.2%	-4.3%	-19.1%	-14.9%	-57.9%	-34.2%	-40.2%	207.4%	88.7%	-56.3%	138.8%	-71.6%	Jan '25
Bitcoin ETF	36.80	0.8%	3.3%	4.5%	-19.0%	-7.3%	-44.4%	-6.4%	-25.9%	-	-	-	-	-48.4%	Oct '25
Grayscale Bitcoin (hi fee)	50.30	0.8%	3.2%	4.3%	-19.3%	-7.9%	-45.1%	-7.6%	-26.4%	177.2%	54.6%	62.5%	396.7%	-48.9%	Oct '25
Bloomberg Commodities	23.83	0.4%	-0.4%	2.9%	-4.2%	13.0%	34.8%	14.9%	22.0%	40.7%	62.2%	54.9%	34.4%	-8.0%	May '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	5.21	-0.04%	-1.2%	2.9%	5.3%	7.3%	7.3%	1.1%	7.7%	24.0%	169.4%	158.5%	34.2%	-1.2%	Jul '26
10yr Treasury rate	4.66	-0.2%	-1.8%	2.0%	6.8%	10.8%	8.8%	-9.0%	11.9%	15.7%	261.2%	186.2%	19.4%	-6.6%	Oct '23
5yr Treasury rate	4.36	-0.6%	-2.2%	1.3%	8.7%	16.2%	13.9%	-15.0%	17.2%	6.1%	470.2%	219.6%	6.1%	-12.1%	Oct '23
13-week T-bill	3.71	-0.6%	0.8%	-0.3%	3.2%	3.3%	-10.2%	-15.7%	4.6%	-29.7%	8527.9%	6900.0%	5.0%	-30.6%	Oct '23
Crude Oil	77.08	-0.3%	-9.0%	4.8%	-19.2%	21.3%	20.7%	-19.9%	34.2%	-7.0%	12.9%	1.3%	-11.7%	-31.8%	Apr '26
Gold	4401.30	3.8%	8.7%	8.1%	-6.8%	-11.1%	28.0%	64.5%	1.8%	128.7%	150.1%	144.6%	163.5%	-17.2%	Jan '26
USD/EUR	0.86	-0.3%	-0.3%	-1.2%	2.0%	1.9%	-	-11.4%	1.6%	-5.2%	-	-1.6%	-16.0%	-11.4%	Jan '25
USD/JPY	157.74	-0.4%	0.2%	-2.9%	0.7%	0.6%	-	-0.4%	0.9%	10.1%	-	37.0%	7.5%	-3.7%	Jul '26
S&P 500 Volatility Index	14.90	-1.7%	-6.8%	-11.8%	-13.3%	-26.9%	-1.7%	-13.8%	-0.3%	-6.8%	-7.7%	-10.2%	-55.6%	-71.5%	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	50.42	-0.2%	-0.1%	0.0%	0.4%	1.0%	3.7%	6.1%	1.5%	18.2%	18.8%	19.0%	24.3%	-0.3%	Aug '26
Interm Muni- JPMorgan	49.93	0.3%	0.4%	-0.8%	-0.3%	-0.3%	4.5%	4.3%	0.7%	11.2%	4.6%	5.0%	16.6%	-1.3%	Jul '26
Interm Bond- Janus MSB	44.42	0.2%	0.7%	-0.2%	-0.9%	-0.6%	4.3%	8.8%	0.2%	15.2%	3.0%	3.8%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	75.69	0.2%	0.2%	-0.4%	-1.0%	-1.1%	1.9%	8.5%	-0.7%	13.6%	-0.7%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.92	0.11%	0.3%	0.5%	1.1%	2.6%	6.4%	8.2%	3.1%	29.6%	35.1%	32.2%	39.0%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	48.03	0.09%	0.3%	-0.1%	0.5%	-0.1%	3.3%	8.2%	1.0%	18.5%	14.5%	14.9%	29.1%	-0.9%	Feb '26
Long Bond- Vanguard	72.36	0.2%	0.5%	-1.8%	-2.8%	-3.0%	0.5%	7.2%	-2.0%	11.7%	-14.9%	-13.3%	22.3%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.34	0.2%	0.6%	-0.6%	-0.2%	-0.3%	4.5%	3.3%	0.5%	10.0%	0.6%	0.7%	15.7%	-1.1%	Feb '26
Long Muni- iShares	56.83	0.3%	0.5%	-0.9%	-0.3%	-0.7%	5.0%	3.4%	0.4%	9.4%	2.1%	2.3%	14.2%	-1.5%	Feb '26

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