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S&P 500

Return

62.1%

[

19.9%

annualized]

Dec 29 2023 - Aug 27 2026

DJIA (Large Value)

Return

42.1%

[

14.1%

annualized]

Dec 29 2023 - Aug 27 2026

Russell 2000 (Small Cap)

Return

48.7%

[

16.1%

annualized]

Dec 29 2023 - Aug 27 2026

Performance Range:

As of Aug 27 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	7730.99	0.7%	0.7%	4.1%	2.2%	12.4%	18.9%	16.4%	12.9%	74.4%	71.4%	61.2%	116.1%	-0.9%	Aug '26
DJIA (Large Value)	53569.44	0.2%	0.5%	1.6%	5.7%	9.4%	17.4%	13.0%	11.5%	55.0%	51.1%	46.4%	83.4%	-1.4%	Aug '26
Russell 2000 (Small Cap)	3014.34	0.3%	-0.1%	2.0%	2.6%	14.5%	26.7%	11.3%	21.5%	61.3%	32.4%	32.6%	78.6%	-1.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26541.35	1.6%	1.4%	6.7%	-1.4%	17.1%	22.3%	20.4%	14.2%	93.7%	75.4%	67.6%	154.8%	-2.0%	Jun '26
Aggregate Bond	97.83	-0.03%	0.5%	0.3%	-0.2%	-1.6%	2.2%	7.2%	0.3%	14.1%	-1.0%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	106.73	-0.05%	0.8%	0.3%	-1.2%	-2.2%	1.3%	7.9%	-0.5%	15.9%	-4.0%	-1.8%	24.6%	-2.2%	Feb '26
High Yield Bond	79.87	-0.04%	0.3%	1.1%	1.0%	1.9%	4.5%	8.6%	2.5%	27.3%	20.0%	19.4%	39.8%	-0.1%	Aug '26
Preferred	30.64	-0.2%	0.6%	1.4%	-1.4%	-0.1%	2.2%	4.9%	1.9%	21.3%	4.3%	3.2%	26.6%	-2.1%	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	53.23	-0.8%	-0.6%	1.7%	4.0%	0.5%	17.6%	9.9%	18.3%	38.5%	36.7%	30.2%	67.1%	-0.8%	Aug '26
Consumer Discretionary/Cyclical	115.88	-1.1%	-1.8%	3.0%	-4.9%	-0.4%	-0.3%	7.4%	-2.6%	43.6%	32.8%	14.5%	72.2%	-6.6%	Jan '26
Financial Services	57.88	-0.7%	0.7%	0.5%	13.3%	13.5%	9.1%	14.9%	6.6%	77.5%	61.8%	58.2%	103.5%	-0.7%	Aug '26
Real Estate	97.65	-1.0%	-0.9%	-3.3%	2.0%	4.0%	10.6%	3.3%	12.5%	34.6%	10.6%	1.2%	48.5%	-3.3%	Jul '26
Communication Services	111.41	-1.1%	0.0%	1.6%	-4.3%	-5.1%	1.1%	23.1%	-4.8%	74.1%	38.4%	49.4%	143.6%	-6.7%	Jan '26
Energy	62.29	-0.2%	-2.1%	8.2%	10.2%	12.9%	42.9%	7.9%	41.2%	55.5%	202.8%	154.4%	76.2%	-2.3%	Aug '26
Industrials	178.80	-0.9%	-0.8%	-2.0%	3.1%	1.5%	18.0%	19.3%	15.9%	73.8%	83.7%	82.4%	123.0%	-4.1%	Aug '26
Technology	188.61	3.2%	2.9%	10.2%	1.1%	36.3%	42.3%	24.6%	31.3%	126.2%	147.9%	122.3%	232.5%	-4.7%	Jun '26
Consumer Staples/Defensive	85.08	-1.4%	-1.1%	-2.3%	1.5%	-4.3%	9.0%	1.5%	10.9%	26.9%	35.2%	24.2%	39.0%	-4.3%	Feb '26
Healthcare	171.58	-1.1%	-1.7%	2.6%	14.2%	8.0%	28.0%	14.5%	11.8%	34.9%	38.2%	32.4%	49.8%	-2.3%	Aug '26
Utilities	43.18	-0.8%	1.0%	-5.1%	-2.6%	-8.3%	4.9%	16.0%	2.5%	48.5%	46.4%	39.4%	57.2%	-8.3%	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	161.53	0.4%	0.4%	4.5%	2.7%	10.3%	22.2%	22.4%	14.9%	78.3%	69.5%	64.1%	122.9%	-0.6%	Aug '26
MSCI Emerging Markets	67.61	0.7%	0.7%	8.4%	-0.9%	8.6%	37.6%	34.0%	24.2%	84.9%	47.5%	52.4%	114.6%	-5.1%	Jun '26
FTSE Europe	92.28	-0.5%	-0.5%	3.4%	5.1%	4.2%	20.6%	35.8%	12.4%	67.4%	55.8%	55.6%	128.0%	-1.0%	Aug '26
MSCI Japan	95.84	0.4%	0.7%	6.7%	3.9%	4.3%	26.1%	25.9%	19.3%	72.4%	58.6%	59.1%	116.6%	-2.7%	Aug '26
MSCI India	49.53	-0.4%	-0.2%	0.3%	1.7%	-5.2%	-5.7%	2.7%	-8.4%	13.7%	11.9%	7.3%	23.3%	-15.7%	Sep '24
MSCI China	54.90	-0.4%	-1.4%	0.9%	0.5%	-6.4%	-7.5%	31.0%	-8.0%	32.7%	-10.5%	-2.4%	49.5%	-16.5%	Oct '25
International Bond	47.70	-0.2%	0.1%	-0.4%	-0.5%	-1.7%	1.2%	2.9%	0.3%	12.5%	-0.2%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	34.95	-0.2%	0.8%	0.2%	0.8%	-3.0%	33.6%	52.7%	16.2%	53.1%	68.7%	101.3%	80.6%	-7.1%	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	708.75	0.6%	0.7%	4.1%	2.4%	13.0%	20.2%	17.8%	13.7%	81.2%	83.8%	72.0%	127.9%	-0.9%	Aug '26
US Large Growth	123.89	1.8%	1.2%	6.4%	-2.5%	10.3%	10.9%	19.8%	4.9%	90.9%	92.6%	78.6%	157.7%	-3.7%	Jun '26
US Large Value	257.58	-0.3%	0.1%	2.2%	8.6%	15.0%	29.9%	15.7%	23.3%	72.8%	73.4%	66.7%	102.3%	-0.5%	Aug '26

US MidCap Blend	83.09	-0.04%	0.1%	2.1%	5.8%	9.3%	18.5%	17.0%	15.3%	81.1%	78.1%	70.0%	119.8%	-1.6%	Aug '26
US MidCap Growth	307.01	0.6%	0.5%	4.5%	3.5%	10.6%	6.1%	10.7%	10.3%	55.8%	28.1%	26.1%	86.2%	-2.2%	Aug '26
US MidCap Value	208.31	-0.6%	-0.2%	0.4%	7.5%	8.3%	23.0%	12.1%	18.6%	62.6%	59.5%	53.3%	85.3%	-1.3%	Aug '26

US Small Blend	304.28	0.11%	-0.2%	2.1%	3.8%	10.5%	21.6%	8.9%	18.8%	61.2%	44.2%	43.1%	85.6%	-1.6%	Aug '26
US Small Growth	386.90	0.4%	-0.1%	4.1%	1.2%	15.6%	25.3%	12.9%	20.0%	67.5%	30.7%	34.5%	90.9%	-2.2%	Aug '26
US Small Value	224.74	0.2%	0.0%	0.3%	4.7%	14.5%	31.3%	12.4%	24.8%	67.1%	50.3%	45.7%	83.5%	-1.2%	Aug '26

Foreign Large Blend	108.02	-0.2%	-0.2%	4.0%	4.8%	4.1%	21.4%	31.6%	14.3%	67.3%	56.9%	56.8%	117.9%	-0.7%	Aug '26
Foreign Growth	125.68	0.06%	0.0%	5.3%	2.9%	3.0%	15.0%	20.7%	11.2%	45.4%	23.0%	23.0%	86.3%	-1.2%	Aug '26
Foreign Value	81.77	-0.6%	-0.6%	2.6%	6.8%	5.2%	27.7%	42.2%	17.6%	91.0%	96.4%	96.9%	152.6%	-1.0%	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	23.16	0.02%	0.2%	1.1%	2.6%	5.6%	3.0%	3.6%	3.1%	20.2%	31.1%	29.2%	35.2%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.70	0.06%	0.1%	0.5%	1.2%	2.6%	4.8%	5.2%	3.0%	19.7%	27.3%	27.0%	29.3%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.53	0%	-0.3%	0.6%	1.2%	4.3%	4.1%	6.9%	1.3%	21.7%	29.8%	28.6%	35.1%	-0.3%	Aug '26
Interval CEF- Cliffwater	10.34	0%	0.1%	0.5%	1.5%	3.1%	6.8%	8.9%	3.8%	33.1%	57.3%	52.8%	45.9%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	60.14	0.5%	0.5%	3.2%	2.0%	11.1%	18.6%	17.7%	13.2%	84.6%	114.2%	111.1%	133.2%	-1.2%	Aug '26
Int’l Min Volatility- Franklin	42.70	-0.9%	-0.7%	-0.2%	5.5%	4.7%	29.4%	27.1%	18.2%	87.1%	115.6%	110.8%	126.4%	-1.2%	Aug '26
MidCap 30 - Hennessy (hi fee)	27.20	-0.5%	-1.9%	-2.8%	-6.1%	5.7%	13.3%	3.0%	12.1%	71.1%	108.8%	109.2%	115.1%	-8.3%	Jun '26
Small Value- Avantis	126.02	0.2%	-0.3%	-0.1%	4.5%	12.2%	27.8%	7.4%	24.3%	65.6%	79.9%	68.3%	93.1%	-2.1%	Aug '26
Mid Value- Pacer Cash Cows	72.06	0.3%	0.1%	6.7%	11.7%	11.5%	26.9%	9.0%	20.3%	51.8%	76.6%	66.3%	79.9%	-0.2%	Aug '26
Growth- S&P Momentum	148.60	0.7%	-0.1%	5.4%	-0.9%	24.9%	27.2%	26.6%	25.1%	162.0%	150.5%	143.0%	198.6%	-8.1%	Jun '26
Invesco S&P Quality	86.15	-0.4%	0.2%	1.9%	1.1%	7.1%	20.1%	13.2%	15.5%	73.4%	80.5%	71.8%	126.5%	-4.4%	Jun '26
Rotation Factor- BlackRock	69.72	0.9%	0.9%	4.3%	3.7%	14.7%	22.2%	20.0%	15.2%	98.9%	101.8%	94.7%	163.8%	-0.9%	Aug '26
US Min Volatility- Fidelity	72.80	-0.2%	0.2%	1.7%	3.8%	7.2%	14.0%	11.8%	10.0%	51.3%	57.6%	49.6%	82.4%	-1.1%	Aug '26
Derivative Income- JPMorgan	57.85	-0.5%	-0.1%	1.3%	5.0%	0.7%	9.6%	8.1%	6.0%	33.1%	42.5%	37.2%	56.7%	-0.5%	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	17.72	0.6%	0.4%	2.7%	2.3%	10.5%	10.5%	6.5%	12.1%	32.7%	47.5%	45.1%	44.6%	NewNew Peak	Aug '26
Multistrategy- AQR	15.15	0.1%	0.3%	3.2%	3.1%	3.8%	14.1%	16.4%	8.1%	45.9%	81.5%	77.6%	58.7%	NewNew Peak	Aug '26
Long Short- AQR	22.21	0.5%	0.5%	6.3%	6.6%	5.6%	17.1%	34.4%	5.0%	96.9%	195.9%	171.0%	158.4%	-0.5%	Aug '26
Mkt Neutral- BlackRock	15.46	0.7%	0.3%	2.5%	3.5%	11.1%	21.8%	18.3%	14.1%	78.5%	91.6%	92.9%	93.6%	-1.0%	Aug '26
Multi Strategy- Variant	25.87	0.04%	0.1%	0.5%	1.4%	3.0%	6.6%	7.2%	3.6%	20.7%	42.6%	38.6%	30.0%	NewNew Peak	Aug '26
Long Short- First Trust	76.78	0.2%	1.1%	2.3%	3.4%	8.2%	14.2%	9.1%	8.6%	51.1%	63.8%	55.9%	72.4%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	340.65	-0.4%	-1.2%	2.1%	-12.6%	9.4%	61.4%	66.0%	9.0%	162.3%	138.7%	137.0%	252.3%	-15.3%	May '26
Meta (Communications)	571.10	-0.9%	3.9%	-3.8%	-10.0%	-11.7%	-23.7%	13.1%	-13.3%	98.5%	54.6%	70.2%	351.9%	-27.5%	Aug '25
Amazon (Cyclical)	256.26	-1.5%	-0.9%	11.0%	-6.5%	22.0%	10.6%	5.2%	11.0%	92.5%	53.0%	50.4%	127.0%	-9.8%	Aug '26
Tesla (Cyclical)	354.81	2.6%	-2.2%	15.4%	-19.7%	-11.9%	2.6%	11.4%	-21.1%	48.6%	49.5%	-11.3%	63.3%	-27.6%	Dec '25
Procter & Gamble (Defensive)	143.14	-1.3%	-1.1%	-3.9%	-1.2%	-13.1%	-5.3%	-12.3%	2.1%	0.7%	14.4%	-0.7%	27.7%	-16.4%	Dec '24
PepsiCo (Defensive)	139.72	-1.7%	-2.6%	-2.2%	-3.5%	-16.1%	-1.2%	-1.8%	-0.7%	-13.9%	5.6%	-6.6%	-6.6%	-20.3%	May '23
Coca-Cola (Defensive)	89.06	-1.1%	-2.2%	0.9%	11.5%	10.7%	34.0%	15.6%	29.1%	60.6%	85.5%	71.5%	80.4%	-3.2%	Aug '26
Exxon Mobil (Energy)	156.44	-1.1%	-5.3%	2.9%	7.1%	3.9%	42.0%	16.0%	32.6%	58.2%	234.2%	189.5%	81.2%	-7.6%	Mar '26
Chevron (Energy)	199.77	-0.2%	-2.7%	7.4%	10.1%	8.9%	30.3%	10.1%	34.7%	41.4%	147.5%	102.3%	48.9%	-3.7%	Mar '26
JPMorgan Chase (Financial)	354.22	-0.6%	0.8%	-0.9%	19.9%	19.1%	19.9%	37.3%	11.5%	156.4%	146.2%	146.8%	273.3%	-3.0%	Aug '26
Visa (Financial)	379.66	-1.1%	2.3%	3.8%	17.1%	19.1%	9.4%	11.8%	8.9%	59.3%	69.5%	77.8%	119.7%	-1.2%	Aug '26
Mastercard (Financial)	591.73	-1.1%	1.9%	5.1%	20.0%	14.8%	0.8%	9.0%	4.2%	47.8%	71.3%	64.1%	113.6%	-1.4%	Aug '26
Bank of America (Financial)	61.17	-1.7%	-0.8%	-2.3%	21.1%	24.1%	23.8%	28.0%	12.4%	129.3%	62.7%	48.2%	125.3%	-5.6%	Aug '26
UnitedHealth (Health)	395.05	-1.5%	1.3%	-7.9%	3.9%	36.5%	34.2%	-33.1%	21.3%	-14.6%	3.0%	-14.7%	-15.1%	-34.1%	Nov '24
Johnson & Johnson (Health)	265.77	-1.6%	-1.2%	0.1%	15.7%	8.1%	54.9%	47.5%	30.5%	76.2%	76.7%	77.0%	83.0%	-2.7%	Aug '26
Eli Lilly (Health)	1176.10	-1.1%	-6.3%	-3.5%	4.5%	12.2%	61.7%	40.2%	10.0%	116.7%	373.8%	351.5%	273.9%	-8.1%	Aug '26
Union Pacific (Industrials)	307.67	-0.9%	-0.1%	4.5%	15.8%	16.7%	41.5%	3.9%	34.4%	46.6%	55.6%	37.7%	74.7%	-0.9%	Aug '26
Honeywell (Industrials)	220.39	-0.13%	2.1%	-10.5%	-9.5%	-13.0%	2.7%	-6.4%	9.2%	26.3%	6.9%	19.0%	40.2%	-14.6%	Mar '26
Nvidia (IT)	227.98	8.7%	6.2%	15.7%	6.5%	28.8%	26.7%	38.9%	22.4%	387.7%	910.6%	659.3%	1887.3%	-3.2%	May '26
Broadcom (IT)	371.54	4.5%	0.8%	-2.5%	-12.8%	16.7%	21.3%	50.6%	7.7%	347.3%	722.9%	506.9%	813.4%	-22.7%	Jun '26
Adobe (IT)	289.15	5.7%	5.0%	16.0%	19.8%	10.2%	-18.3%	-21.3%	-17.4%	-45.4%	-56.1%	-48.8%	1.0%	-54.4%	Feb '24
Oracle (IT)	151.94	2.1%	3.7%	26.7%	-25.2%	5.2%	-36.1%	18.1%	-21.3%	34.7%	81.9%	84.3%	149.6%	-53.2%	Sep '25
salesforce.com (IT)	252.05	22.6%	20.5%	38.9%	43.4%	30.1%	-0.1%	-20.2%	-4.4%	21.1%	-3.8%	0.4%	80.2%	-30.6%	Dec '24
Linde PLC (Materials)	485.35	-1.0%	-0.5%	-5.1%	-3.0%	-3.8%	2.0%	3.2%	14.6%	32.0%	65.1%	52.3%	87.7%	-11.2%	Jul '26
Sherwin-Williams (Materials)	345.21	-1.0%	-0.4%	-2.3%	13.4%	-4.1%	-4.8%	-3.8%	7.3%	33.1%	19.3%	6.3%	77.7%	-12.2%	Nov '24
American Tower (Real Estate)	174.16	-0.9%	-0.9%	1.6%	-5.8%	-7.4%	-10.7%	-0.9%	1.1%	8.6%	-28.7%	-29.6%	7.7%	-23.1%	Sep '24
Prologis Inc. (Real Estate)	141.85	-0.5%	0.0%	-3.6%	-1.9%	1.0%	30.0%	25.1%	12.8%	25.9%	24.8%	-1.5%	58.7%	-5.5%	Jul '26
NextEra Energy (Utilities)	83.47	-0.9%	-0.2%	-6.5%	-3.6%	-10.3%	18.2%	15.5%	5.4%	34.1%	13.6%	2.9%	27.6%	-14.1%	Apr '26
Duke Energy (Utilities)	120.84	-0.9%	0.8%	-5.7%	-1.5%	-6.0%	2.2%	12.7%	5.8%	50.3%	40.0%	40.2%	64.1%	-7.9%	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	16.04	0.06%	0.4%	1.1%	0.4%	0.8%	6.0%	9.4%	3.3%	24.8%	10.9%	11.8%	34.0%	-0.2%	Aug '26
Moderate-60% Stock	70.16	0.2%	0.4%	2.8%	1.7%	5.5%	14.4%	16.4%	9.3%	50.0%	39.2%	37.3%	74.2%	-0.3%	Aug '26
Mod Agg-80% Stock	56.60	0.4%	0.4%	3.9%	2.2%	7.5%	18.5%	19.6%	12.4%	63.6%	52.1%	49.3%	96.1%	-0.4%	Aug '26
Aggressive-90% Stock	35.16	0.4%	0.4%	4.3%	2.6%	10.2%	23.4%	20.9%	16.2%	70.0%	55.8%	52.7%	104.0%	-0.4%	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	79876.41	-0.5%	2.0%	25.1%	8.6%	21.2%	-29.0%	-6.3%	-8.7%	206.0%	62.8%	71.9%	316.9%	-36.0%	Oct '25
Ethereum	2493.08	-0.7%	-0.9%	29.9%	24.2%	29.1%	-44.7%	-11.0%	-16.0%	50.9%	-23.8%	-33.7%	92.5%	-48.4%	Aug '25
BNB	709.51	-0.3%	3.3%	24.4%	11.3%	15.6%	-18.9%	23.1%	-17.8%	224.4%	43.5%	38.5%	161.8%	-45.8%	Oct '25
Solana	107.05	-2.0%	14.3%	45.3%	30.6%	30.6%	-50.1%	-34.2%	-14.0%	420.7%	21.5%	-37.1%	243.5%	-59.1%	Jan '25
Bitcoin ETF	45.29	1.9%	3.7%	25.3%	9.0%	21.8%	-28.8%	-6.4%	-8.8%	-	-	-	-	-36.5%	Oct '25
Grayscale Bitcoin (hi fee)	61.86	1.9%	3.7%	25.1%	8.6%	21.0%	-29.7%	-7.6%	-9.5%	289.5%	74.9%	99.8%	510.9%	-37.2%	Oct '25
Bloomberg Commodities	25.44	0.7%	-0.2%	7.6%	3.5%	16.6%	41.7%	14.9%	30.3%	49.9%	70.3%	65.4%	43.4%	-1.8%	May '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	5.19	0.10%	-1.6%	1.9%	4.1%	12.0%	6.5%	1.1%	7.3%	21.0%	170.6%	157.5%	33.7%	-2.2%	Aug '26
10yr Treasury rate	4.67	0.2%	-1.4%	1.5%	4.9%	17.9%	11.1%	-9.0%	12.2%	10.9%	256.1%	187.0%	19.7%	-6.3%	Oct '23
5yr Treasury rate	4.40	0.3%	-0.6%	0.8%	5.7%	25.2%	18.9%	-15.0%	18.1%	-0.4%	449.5%	222.1%	6.9%	-11.4%	Oct '23
13-week T-bill	3.68	-0.3%	-0.9%	-2.2%	2.5%	2.8%	-9.7%	-15.7%	3.7%	-30.9%	8453.5%	6839.6%	4.1%	-31.2%	Oct '23
Crude Oil	83.17	-0.4%	-4.5%	4.9%	-6.4%	24.1%	28.7%	-19.9%	44.8%	3.8%	21.0%	9.3%	-4.7%	-26.4%	Apr '26
Gold	4634.70	0.5%	0.2%	14.8%	3.0%	-11.4%	35.1%	64.5%	7.1%	141.7%	155.1%	157.6%	177.5%	-12.9%	Jan '26
USD/EUR	0.86	0.05%	0.2%	-2.3%	0.0%	1.3%	0.3%	-11.4%	0.8%	-7.1%	-	-2.4%	-16.7%	-12.1%	Jan '25
USD/JPY	159.44	0.09%	0.3%	-2.7%	0.1%	2.3%	8.6%	-0.4%	1.9%	8.9%	-	38.5%	8.7%	-2.7%	Jul '26
S&P 500 Volatility Index	14.51	-4.6%	-4.1%	-20.3%	-7.8%	-26.9%	0.6%	-13.8%	-2.9%	-3.8%	-11.5%	-12.6%	-56.8%	-72.3%	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	50.52	0%	0.1%	0.5%	0.9%	1.1%	3.8%	6.1%	2.1%	19.0%	19.3%	19.6%	25.0%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.65	-0.10%	-0.1%	-0.3%	-0.6%	-1.4%	3.9%	4.3%	0.4%	11.6%	4.5%	4.7%	16.3%	-1.5%	Jul '26
Interm Bond- Janus MSB	44.62	0%	0.6%	0.4%	0.0%	-1.5%	3.6%	8.8%	0.7%	17.0%	3.5%	4.2%	21.2%	-1.5%	Feb '26
Interm Bond- Vanguard	75.71	-0.08%	0.4%	0.2%	-0.3%	-2.1%	1.4%	8.5%	-0.3%	15.4%	-0.4%	1.8%	19.5%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.93	0%	0.1%	0.4%	0.8%	3.1%	5.4%	8.2%	3.2%	29.7%	34.6%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.92	-0.11%	0.1%	0.5%	0.2%	-0.7%	2.8%	8.2%	1.1%	19.3%	14.4%	15.0%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	72.62	-0.07%	1.3%	0.2%	-2.3%	-3.4%	0.8%	7.2%	-1.1%	13.2%	-15.0%	-12.6%	23.4%	-4.1%	Oct '25
Long CA Muni- PIMCO	9.26	-0.11%	-0.1%	-0.3%	-0.6%	-1.6%	5.2%	4.4%	0.6%	14.5%	5.0%	4.6%	20.2%	-1.9%	Jul '26
Long Muni- iShares	56.41	-0.1%	-0.2%	-0.3%	-0.7%	-2.0%	4.1%	3.4%	-0.1%	9.6%	1.9%	1.8%	13.7%	-2.0%	Feb '26

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