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S&P 500

Return

71.0%

[

17.9%

annualized]

Dec 30 2022 - Apr 02 2026

-5.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.0%

[

10.9%

annualized]

Dec 30 2022 - Apr 02 2026

-7.5%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.8%

[

11.6%

annualized]

Dec 30 2022 - Apr 02 2026

-7.5%

Below
Peak
Jan '26

Performance Range:

As of Apr 02 02:10 PM EDT, next update at 02:20 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	6563.80	-0.2%	1.3%	-4.6%	-4.3%	-2.3%	15.7%	16.4%	-4.1%	59.7%	63.3%	36.8%	83.5%	-5.9%	Jan '26
DJIA (Large Value)	46403.69	-0.3%	1.0%	-5.1%	-4.1%	-0.2%	9.9%	13.0%	-3.5%	39.5%	40.0%	26.8%	58.9%	-7.5%	Feb '26
Russell 2000 (Small Cap)	2515.70	0.1%	0.9%	-5.3%	0.3%	2.3%	23.0%	11.3%	1.4%	39.6%	11.6%	10.7%	49.1%	-7.5%	Jan '26
NASDAQ Comp (Tech/Growth)	21792.44	-0.2%	1.8%	-4.2%	-6.2%	-4.6%	23.8%	20.4%	-6.2%	78.3%	61.7%	37.6%	109.2%	-9.0%	Oct '25
Aggregate Bond	99.15	0.2%	0.6%	-1.5%	-0.1%	0.5%	4.0%	7.2%	-0.1%	11.0%	1.0%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	108.94	0.3%	1.0%	-1.8%	-0.4%	-0.6%	4.2%	7.9%	-0.4%	13.3%	0.4%	-1.7%	24.7%	-2.1%	Feb '26
High Yield Bond	79.42	0.06%	0.6%	-1.1%	-0.6%	0.5%	6.2%	8.6%	-0.5%	25.4%	19.2%	15.8%	35.6%	-1.5%	Feb '26
Preferred	30.35	-0.09%	-0.1%	-3.5%	-2.3%	-2.4%	4.6%	4.9%	-1.3%	17.2%	5.3%	-0.1%	22.6%	-4.6%	Feb '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	50.20	-0.5%	2.3%	-5.3%	9.3%	13.0%	17.6%	9.9%	11.2%	32.0%	39.5%	22.3%	57.0%	-6.0%	Feb '26
Consumer Discretionary/Cyclical	107.92	-1.7%	-0.8%	-6.3%	-8.6%	-9.5%	7.0%	7.4%	-9.4%	47.9%	32.7%	6.4%	60.0%	-13.2%	Jan '26
Financial Services	49.49	0.10%	0.9%	-3.0%	-9.4%	-6.4%	0.2%	14.9%	-9.2%	61.5%	56.6%	34.8%	73.4%	-11.8%	Jan '26
Real Estate	89.75	0.8%	2.3%	-5.4%	2.5%	0.5%	2.4%	3.3%	2.5%	22.0%	16.1%	-7.8%	35.3%	-5.4%	Mar '26
Communication Services	111.50	0.2%	2.5%	-5.1%	-4.3%	-3.6%	16.5%	23.1%	-5.0%	98.7%	57.2%	49.1%	143.1%	-6.9%	Jan '26
Energy	59.21	0.4%	-3.8%	4.5%	30.5%	35.9%	29.8%	7.9%	33.3%	57.6%	182.8%	140.1%	66.3%	-5.4%	Mar '26
Industrials	163.50	-0.6%	1.4%	-8.4%	3.8%	6.7%	24.5%	19.3%	5.7%	69.0%	78.6%	66.4%	103.5%	-8.4%	Mar '26
Technology	135.34	0.3%	2.1%	-2.9%	-6.1%	-5.2%	29.9%	24.6%	-5.9%	83.0%	107.5%	59.3%	138.3%	-10.8%	Oct '25
Consumer Staples/Defensive	81.66	0.2%	0.6%	-7.4%	5.7%	6.2%	2.9%	1.5%	5.7%	18.6%	37.0%	18.4%	32.5%	-8.8%	Feb '26
Healthcare	146.60	-0.8%	0.6%	-7.1%	-5.3%	3.2%	3.4%	14.5%	-4.9%	19.0%	36.5%	12.7%	27.4%	-8.1%	Feb '26
Utilities	46.28	0.4%	2.1%	-1.6%	7.9%	6.8%	19.8%	16.0%	9.2%	49.9%	68.3%	48.5%	67.5%	-2.4%	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	139.16	-0.4%	2.0%	-5.0%	-2.3%	0.8%	20.5%	22.4%	-1.6%	61.0%	57.7%	40.4%	90.8%	-6.4%	Feb '26
MSCI Emerging Markets	56.49	-1.3%	1.8%	-8.1%	0.4%	6.0%	31.8%	34.0%	3.3%	54.2%	18.0%	26.7%	78.4%	-10.8%	Feb '26
FTSE Europe	83.12	-0.6%	3.7%	-5.4%	-1.2%	4.2%	21.4%	35.8%	-0.1%	50.6%	52.9%	38.3%	102.6%	-7.7%	Feb '26
MSCI Japan	85.19	-1.5%	3.0%	-5.5%	4.8%	10.3%	30.7%	25.9%	5.5%	58.7%	39.2%	40.6%	91.5%	-9.3%	Feb '26
MSCI India	46.81	0.2%	0.4%	-8.1%	-14.2%	-10.5%	-9.2%	2.7%	-13.4%	20.0%	18.8%	1.4%	16.5%	-20.3%	Sep '24
MSCI China	55.71	-0.5%	1.2%	-4.8%	-10.5%	-15.8%	5.1%	31.0%	-7.3%	20.9%	-24.8%	-1.6%	50.7%	-15.8%	Oct '25
International Bond	47.97	-0.07%	0.5%	-2.0%	-0.3%	-0.1%	2.4%	2.9%	-0.3%	11.7%	0.7%	1.1%	17.1%	-2.3%	Feb '26
iShares Latin America	35.62	-0.2%	4.5%	-1.8%	15.5%	28.9%	55.8%	52.7%	17.0%	75.4%	86.8%	102.6%	81.8%	-4.6%	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	601.20	-0.2%	1.1%	-4.8%	-4.3%	-2.0%	16.9%	17.8%	-4.1%	65.9%	74.8%	45.0%	92.1%	-6.0%	Jan '26
US Large Growth	428.72	-0.3%	1.5%	-5.0%	-9.0%	-8.9%	17.3%	18.3%	-9.3%	78.3%	79.0%	43.0%	110.0%	-12.6%	Oct '25
US Large Value	214.97	0.01%	1.2%	-4.2%	1.7%	6.3%	15.7%	15.7%	2.6%	49.5%	54.9%	38.7%	68.3%	-4.3%	Feb '26

US MidCap Blend	289.08	0.03%	0.6%	-5.5%	-1.2%	-1.5%	11.6%	11.6%	-0.4%	43.2%	38.4%	21.6%	62.1%	-5.9%	Feb '26
US MidCap Growth	260.49	-0.02%	1.2%	-6.3%	-7.4%	-11.9%	5.1%	10.7%	-6.7%	36.3%	23.2%	6.7%	57.4%	-12.5%	Oct '25
US MidCap Value	184.74	0.05%	0.2%	-4.9%	3.2%	6.6%	15.8%	12.1%	4.2%	46.7%	50.7%	34.6%	62.7%	-5.0%	Feb '26

US Small Blend	263.46	0.02%	0.7%	-5.5%	0.7%	3.1%	17.7%	8.9%	2.1%	44.7%	30.0%	23.1%	59.7%	-5.9%	Feb '26
US Small Growth	316.58	0.1%	0.9%	-6.5%	-3.2%	-1.9%	22.1%	12.9%	-2.0%	42.4%	7.2%	9.9%	56.0%	-10.5%	Jan '26
US Small Value	191.40	0.3%	1.1%	-3.5%	5.0%	8.4%	27.4%	12.4%	5.9%	47.8%	30.5%	23.7%	55.8%	-4.5%	Feb '26

Foreign Large Blend	97.90	-0.7%	3.4%	-5.2%	0.9%	5.7%	23.6%	31.6%	1.9%	50.8%	48.9%	39.9%	94.4%	-7.3%	Feb '26
Foreign Growth	112.68	-0.9%	3.2%	-6.5%	-2.2%	-1.1%	14.9%	20.7%	-1.1%	27.4%	20.1%	9.4%	65.7%	-8.7%	Feb '26
Foreign Value	74.93	-0.5%	3.6%	-4.2%	3.8%	12.6%	32.6%	42.2%	4.9%	76.8%	81.1%	75.8%	125.4%	-6.3%	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	22.86		-0.02%	-0.3%	0.9%	-1.4%	-1.3%	2.1%	3.6%	-1.3%	21.2%	28.0%	23.6%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.42		0.09%	-0.3%	0.0%	0.4%	1.7%	4.6%	5.2%	0.4%	21.5%	24.7%	23.8%	26.1%	-0.3%	Mar '26
Bank Loan- Invesco	20.47		0.07%	-0.1%	1.8%	-1.1%	1.0%	5.8%	6.9%	-1.0%	24.8%	28.1%	25.6%	32.0%	-1.3%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	-0.1%	0.5%	1.0%	3.0%	7.7%	8.9%	1.0%	36.4%	58.8%	48.6%	41.9%	-0.1%	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	51.69		-0.2%	2.0%	-4.6%	-3.6%	-0.2%	18.9%	17.7%	-2.9%	72.2%	97.5%	81.1%	100.0%	-6.1%	Feb '26
Int’l Min Volatility- Franklin	40.74		0.10%	3.1%	-0.8%	9.7%	19.8%	33.0%	27.1%	11.1%	81.3%	114.8%	98.1%	112.7%	-1.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.37	p	EOD	1.8%	-4.8%	-2.1%	0.7%	12.1%	3.0%	0.4%	67.6%	91.0%	87.5%	92.7%	-7.9%	Feb '26
Small Value- Avantis	110.99		0.3%	0.6%	-2.1%	7.9%	11.9%	26.8%	7.4%	9.1%	57.6%	64.7%	47.7%	69.5%	-3.7%	Feb '26
Mid Value- Pacer Cash Cows	62.33		0.00%	-0.1%	-3.5%	3.4%	9.5%	16.0%	9.0%	3.9%	41.0%	67.9%	43.6%	55.3%	-3.7%	Feb '26
Growth- S&P Momentum	114.42		-0.07%	2.8%	-4.5%	-4.1%	-4.8%	22.6%	26.6%	-3.8%	115.8%	125.3%	86.8%	129.6%	-7.4%	Oct '25
Invesco S&P Quality	75.54		-0.4%	0.8%	-6.0%	0.6%	2.8%	15.1%	13.2%	1.0%	65.8%	81.0%	50.3%	98.1%	-6.3%	Feb '26
Rotation Factor- BlackRock	58.65		-0.1%	1.5%	-3.8%	-3.4%	-0.6%	20.6%	20.0%	-3.3%	86.2%	88.7%	63.5%	121.5%	-5.1%	Feb '26
US Min Volatility- Fidelity	64.99		0.1%	0.9%	-4.3%	-2.2%	-0.7%	8.4%	11.8%	-2.2%	42.9%	57.8%	33.0%	62.2%	-4.9%	Feb '26
Derivative Income- JPMorgan	56.31		-0.2%	0.2%	-5.2%	-0.6%	2.3%	6.7%	8.1%	-0.5%	30.7%	47.7%	28.9%	47.2%	-5.4%	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	16.49	p	EOD	0.0%	2.2%	3.5%	3.4%	10.4%	6.5%	4.3%	29.6%	38.5%	35.1%	34.6%	-0.7%	Mar '26
Multistrategy- AQR	14.46	p	EOD	0.6%	-0.8%	3.1%	6.1%	12.1%	16.4%	3.2%	48.1%	75.4%	69.5%	51.5%	-1.0%	Feb '26
Long Short- AQR	20.80	p	EOD	1.7%	-0.7%	-1.6%	6.2%	20.5%	34.4%	-1.7%	105.9%	180.1%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.21	p	EOD	0.1%	1.6%	4.3%	9.6%	17.0%	18.3%	4.3%	67.9%	71.3%	76.4%	77.0%	-0.1%	Mar '26
Multi Strategy- Variant	26.06	p	EOD	0.1%	0.6%	1.2%	3.1%	6.7%	7.2%	1.3%	22.1%	47.6%	35.5%	27.0%	New Peak	Apr '26
Long Short- First Trust	70.39		-0.3%	1.0%	-1.0%	-0.9%	0.4%	10.9%	9.1%	-0.8%	44.2%	60.5%	42.4%	57.5%	-2.4%	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)	295.74	-0.6%	5.3%	-3.4%	-6.1%	20.5%	89.0%	66.0%	-5.4%	187.5%	180.0%	105.7%	205.6%	-13.9%	Feb '26
Meta (Communications)	571.79	-1.3%	4.4%	-12.4%	-12.0%	-21.2%	-1.8%	13.1%	-13.3%	171.9%	93.0%	70.2%	352.0%	-27.5%	Aug '25
Amazon (Cyclical)	209.18	-0.7%	0.8%	0.4%	-7.6%	-5.9%	6.7%	5.2%	-9.4%	102.5%	32.4%	22.8%	85.3%	-17.6%	Nov '25
Tesla (Cyclical)	360.01	-5.6%	-3.3%	-10.7%	-17.8%	-17.4%	27.3%	11.4%	-19.9%	73.5%	63.2%	-10.0%	65.7%	-26.5%	Dec '25
Procter & Gamble (Defensive)	143.16	-0.6%	0.5%	-12.4%	1.7%	-4.5%	-13.2%	-12.3%	0.6%	3.9%	21.0%	-2.2%	25.9%	-17.6%	Dec '24
PepsiCo (Defensive)	155.64	0.6%	3.2%	-6.1%	10.4%	11.4%	8.6%	-1.8%	9.4%	-5.5%	28.7%	2.9%	3.0%	-12.2%	May '23
Coca-Cola (Defensive)	76.75	0.9%	2.8%	-3.7%	11.8%	17.7%	10.7%	15.6%	10.5%	35.3%	69.6%	46.8%	54.5%	-5.3%	Feb '26
Exxon Mobil (Energy)	160.74	-0.02%	-2.8%	4.2%	31.9%	46.7%	40.1%	16.0%	34.5%	62.3%	239.2%	193.5%	83.7%	-6.3%	Mar '26
Chevron (Energy)	198.77	0.7%	-4.3%	4.8%	28.7%	32.3%	24.8%	10.1%	31.7%	38.3%	131.5%	97.8%	45.5%	-5.9%	Mar '26
JPMorgan Chase (Financial)	294.23	-0.4%	0.9%	-1.1%	-9.2%	-3.4%	22.1%	37.3%	-8.3%	142.4%	117.4%	103.0%	207.1%	-12.1%	Jan '26
Visa (Financial)	301.45	1.0%	-1.3%	-5.9%	-12.8%	-12.5%	-12.3%	11.8%	-13.9%	36.8%	44.2%	40.6%	73.7%	-18.8%	Jun '25
Mastercard (Financial)	493.85	0.4%	-1.4%	-5.2%	-12.2%	-14.2%	-9.3%	9.0%	-13.4%	38.3%	39.9%	36.5%	77.6%	-17.3%	Aug '25
Bank of America (Financial)	49.41	0.3%	2.4%	-0.2%	-11.2%	-1.1%	20.7%	28.0%	-9.7%	86.8%	41.3%	19.1%	81.1%	-13.2%	Jan '26
UnitedHealth (Health)	277.11	1.1%	3.4%	-5.3%	-17.0%	-20.5%	-45.5%	-33.1%	-15.4%	-37.8%	-17.8%	-40.5%	-40.8%	-54.1%	Nov '24
Johnson & Johnson (Health)	243.43	-0.3%	1.8%	-2.1%	18.0%	32.4%	61.1%	47.5%	18.3%	71.7%	72.2%	60.4%	65.9%	-2.1%	Mar '26
Eli Lilly (Health)	935.30	-2.0%	4.3%	-8.1%	-13.3%	14.4%	15.2%	40.2%	-12.8%	178.5%	430.7%	257.9%	196.4%	-15.6%	Nov '25
Union Pacific (Industrials)	243.43	0.13%	1.8%	-8.8%	5.5%	5.0%	4.5%	3.9%	5.8%	29.6%	23.7%	8.4%	37.5%	-8.8%	Mar '26
Honeywell (Industrials)	228.16	-0.02%	1.3%	-8.0%	17.1%	16.0%	14.5%	-6.4%	17.5%	35.1%	23.7%	28.1%	50.9%	-8.0%	Mar '26
Nvidia (IT)	176.86	0.6%	3.3%	-3.1%	-6.3%	-6.4%	60.2%	38.9%	-5.2%	537.3%	1183.7%	488.3%	1439.9%	-14.6%	Oct '25
Broadcom (IT)	313.04	-0.1%	1.2%	-1.6%	-9.8%	-7.1%	83.4%	50.6%	-9.4%	407.8%	627.0%	410.5%	668.4%	-23.9%	Dec '25
Adobe (IT)	242.18	0.3%	0.5%	-7.2%	-27.3%	-31.1%	-37.2%	-21.3%	-30.8%	-37.2%	-49.9%	-57.1%	-15.4%	-61.8%	Feb '24
Oracle (IT)	145.52	0.2%	1.9%	-2.5%	-25.4%	-49.4%	0.8%	18.1%	-25.1%	62.4%	117.0%	75.3%	137.4%	-55.5%	Sep '25
salesforce.com (IT)	186.11	-0.07%	0.3%	-3.5%	-26.6%	-22.0%	-31.0%	-20.2%	-29.7%	-5.7%	-13.9%	-26.3%	32.4%	-49.0%	Dec '24
Linde PLC (Materials)	501.09	1.5%	1.1%	-1.3%	17.2%	7.5%	8.1%	3.2%	17.9%	46.6%	91.0%	56.8%	93.2%	-1.3%	Mar '26
Sherwin-Williams (Materials)	316.74	-2.8%	-0.9%	-11.1%	-3.2%	-7.5%	-9.6%	-3.8%	-2.0%	44.7%	32.6%	-2.9%	62.3%	-19.9%	Nov '24
American Tower (Real Estate)	172.86	1.1%	2.3%	-9.1%	-1.1%	-8.7%	-17.9%	-0.9%	-1.5%	-6.4%	-16.6%	-31.4%	4.9%	-25.1%	Sep '24
Prologis Inc. (Real Estate)	133.68	0.3%	3.0%	-5.6%	4.4%	16.9%	23.1%	25.1%	5.6%	17.9%	42.0%	-7.9%	48.5%	-5.6%	Mar '26
NextEra Energy (Utilities)	93.18	0.4%	2.2%	0.5%	15.9%	20.8%	36.1%	15.5%	16.9%	32.0%	40.0%	14.1%	41.4%	-2.0%	Feb '26
Duke Energy (Utilities)	132.39	1.1%	2.3%	0.6%	13.7%	10.8%	13.9%	12.7%	13.9%	54.3%	67.0%	51.0%	76.7%	-0.8%	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	15.62	p	EOD	1.0%	-2.2%	-0.2%	0.8%	7.3%	9.4%	-0.2%	20.3%	10.9%	8.1%	29.5%	-2.6%	Feb '26
Moderate-60% Stock	64.29		-0.7%	1.0%	-4.1%	-1.5%	0.8%	13.8%	16.4%	-1.1%	39.0%	33.6%	24.2%	57.7%	-4.9%	Feb '26
Mod Agg-80% Stock	50.52	p	EOD	2.0%	-4.3%	-1.0%	1.8%	18.6%	19.6%	-0.4%	50.5%	44.6%	32.3%	73.7%	-5.2%	Feb '26
Aggressive-90% Stock	30.28	p	EOD	2.3%	-4.6%	-0.8%	2.8%	21.1%	20.9%	0.0%	51.5%	46.6%	31.5%	75.7%	-5.8%	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	66705.03	-2.0%	-3.0%	-3.0%	-25.8%	-44.7%	-19.1%	-6.3%	-23.8%	134.2%	12.9%	43.6%	248.2%	-46.5%	Oct '25
Ethereum	2047.20	-4.3%	-0.6%	1.0%	-34.5%	-54.4%	14.0%	-11.0%	-31.0%	12.4%	3.5%	-45.6%	58.1%	-57.6%	Aug '25
BNB	579.07	-5.2%	-7.9%	-9.1%	-34.3%	-46.9%	-2.0%	23.1%	-32.9%	82.6%	72.7%	13.1%	113.7%	-55.8%	Oct '25
Solana	78.66	-3.1%	-9.0%	-9.2%	-40.5%	-66.5%	-33.2%	-34.2%	-36.8%	271.6%	312.2%	-53.8%	152.4%	-70.0%	Jan '25
Bitcoin ETF	37.79	-2.2%	-2.7%	-3.6%	-25.8%	-45.0%	-23.5%	-6.4%	-23.9%	-	-	-	-	-47.0%	Oct '25
Grayscale Bitcoin (hi fee)	51.88	-2.2%	-2.7%	-3.7%	-26.0%	-45.3%	-24.5%	-7.6%	-24.1%	251.0%	12.9%	67.6%	412.3%	-47.3%	Oct '25
Bloomberg Commodities	24.64	2.3%	4.7%	10.8%	25.9%	32.8%	32.9%	14.9%	26.1%	48.1%	88.9%	60.2%	38.9%	New Peak	Apr '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	4.90	-0.06%	-0.8%	4.2%	0.7%	4.3%	7.6%	1.1%	1.2%	32.7%	109.3%	142.9%	26.1%	-4.0%	Oct '23
10yr Treasury rate	4.31	-0.1%	-2.3%	6.5%	3.0%	5.5%	2.8%	-9.0%	3.6%	23.4%	156.9%	164.9%	10.5%	-13.5%	Oct '23
5yr Treasury rate	3.95	-0.3%	-3.7%	8.9%	5.5%	7.4%	-0.2%	-15.0%	6.0%	9.2%	335.0%	189.0%	-4.1%	-20.5%	Oct '23
13-week T-bill	3.61	0%	-0.4%	0.4%	2.0%	-6.3%	-14.2%	-15.7%	1.6%	-21.4%	44962.5%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	111.53	11.4%	18.0%	56.6%	94.6%	84.4%	55.5%	-19.9%	94.2%	47.4%	81.5%	46.6%	27.8%	New Peak	Apr '26
Gold	4679.90	-2.2%	7.0%	-11.6%	8.5%	21.9%	49.0%	64.5%	8.2%	137.7%	171.1%	160.1%	180.2%	-12.0%	Jan '26
USD/EUR	0.87	0.5%	0.2%	1.9%	1.8%	1.6%	-5.5%	-11.4%	1.8%	-	2.1%	-1.4%	-15.9%	-11.2%	Jan '25
USD/JPY	159.62	0.6%	0.1%	1.9%	1.8%	8.5%	7.9%	-0.4%	2.1%	-	44.3%	38.6%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	25.63	4.4%	-6.6%	19.5%	76.6%	54.1%	19.2%	-13.8%	71.4%	37.1%	47.9%	54.4%	-23.7%	-51.0%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.64		0.06%	0.3%	-0.4%	0.4%	1.5%	4.7%	6.1%	0.4%	19.2%	18.5%	17.7%	22.9%	-0.5%	Feb '26
Interm Muni- JPMorgan	50.10		0.2%	0.4%	-1.8%	-0.3%	1.0%	3.7%	4.3%	-0.2%	9.7%	6.3%	4.1%	15.5%	-2.1%	Feb '26
Interm Bond- Janus MSB	45.31		0.2%	0.9%	-1.7%	0.3%	1.4%	5.5%	8.8%	0.0%	13.0%	3.6%	3.6%	20.4%	-2.1%	Feb '26
Interm Bond- Vanguard	77.04		0.2%	0.7%	-1.8%	-0.4%	0.2%	4.5%	8.5%	-0.4%	12.2%	2.5%	1.7%	19.4%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.88	p	EOD	0.4%	0.3%	0.2%	1.3%	7.0%	8.2%	0.2%	30.5%	35.3%	28.5%	35.1%	-0.6%	Jan '26
Int’l Bond- JPMorgan	47.69		-0.2%	0.3%	-2.7%	-1.6%	-0.4%	4.6%	8.2%	-1.3%	15.9%	13.3%	12.3%	26.1%	-3.1%	Feb '26
Long Bond- Vanguard	74.78		0.4%	1.2%	-2.4%	-0.4%	-1.8%	3.2%	7.2%	-0.6%	9.6%	-8.3%	-12.1%	24.1%	-3.5%	Oct '25
Long CA Muni- PIMCO	9.37	p	EOD	1.0%	-1.5%	-0.2%	0.8%	2.8%	3.3%	-0.2%	9.5%	2.4%	0.0%	14.9%	-1.8%	Feb '26
Long Muni- iShares	56.95		0.12%	0.6%	-2.0%	-0.5%	1.2%	4.1%	3.4%	-0.4%	7.7%	3.1%	1.6%	13.3%	-2.3%	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