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S&P 500

Return

60.9%

[

19.7%

annualized]

Dec 29 2023 - Aug 21 2026

DJIA (Large Value)

Return

41.4%

[

14.0%

annualized]

Dec 29 2023 - Aug 21 2026

Russell 2000 (Small Cap)

Return

48.9%

[

16.2%

annualized]

Dec 29 2023 - Aug 21 2026

Performance Range:

As of Aug 21 05:10 PM EDT, next update at 05:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7674.37	0.4%	-1.4%	2.2%	3.1%	11.1%	20.5%	16.4%	12.1%	74.4%	72.8%	60.0%	114.5%	-1.6%	Aug '26
DJIA (Large Value)	53277.01	1.0%	-0.8%	2.0%	5.9%	7.4%	19.0%	13.0%	10.8%	54.6%	51.7%	45.6%	82.4%	-2.0%	Aug '26
Russell 2000 (Small Cap)	3017.87	0.9%	-1.6%	1.0%	6.1%	13.3%	32.7%	11.3%	21.6%	62.6%	39.2%	32.8%	78.8%	-1.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26180.46	0.4%	-2.1%	1.3%	-0.4%	14.4%	24.1%	20.4%	12.6%	94.0%	77.9%	65.4%	151.3%	-3.4%	Jun '26
Aggregate Bond	97.35	-0.1%	-0.1%	-0.1%	0.0%	-1.6%	2.5%	7.2%	-0.2%	14.6%	-1.5%	0.2%	17.1%	-2.1%	Feb '26
Corp Bond	105.92	-0.1%	-0.2%	-0.4%	-0.9%	-2.9%	1.4%	7.9%	-1.3%	17.0%	-4.6%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.61	0.06%	-0.1%	0.4%	1.1%	1.2%	5.2%	8.6%	2.2%	28.3%	20.5%	19.0%	39.3%	-0.2%	Aug '26
Preferred	30.46	0.03%	-1.2%	0.9%	-0.8%	-1.6%	2.0%	4.9%	1.3%	21.9%	4.3%	2.6%	25.9%	-2.6%	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	53.54	2.1%	1.9%	6.9%	7.4%	1.9%	20.6%	9.9%	19.0%	40.3%	41.1%	30.9%	68.1%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	118.02	1.1%	-0.2%	2.7%	-0.4%	0.9%	5.1%	7.4%	-0.8%	47.0%	38.5%	16.6%	75.4%	-4.8%	Jan '26
Financial Services	57.48	0.9%	-1.2%	2.4%	11.5%	10.5%	10.8%	14.9%	5.9%	77.5%	66.3%	57.1%	102.1%	-1.3%	Aug '26
Real Estate	98.50	-0.10%	-0.3%	-1.0%	2.8%	5.8%	13.1%	3.3%	13.5%	39.2%	11.9%	2.1%	49.8%	-2.4%	Jul '26
Communication Services	111.40	0.7%	-1.4%	1.2%	-3.8%	-4.1%	2.8%	23.1%	-4.8%	75.8%	41.7%	49.3%	143.5%	-6.7%	Jan '26
Energy	63.64	-0.2%	2.8%	8.8%	8.4%	17.6%	51.9%	7.9%	44.3%	58.7%	232.4%	159.9%	80.0%	-0.2%	Aug '26
Industrials	180.25	0.3%	-3.4%	0.9%	6.0%	2.2%	21.2%	19.3%	16.8%	77.3%	89.4%	83.9%	124.8%	-3.4%	Aug '26
Technology	183.31	0.11%	-3.5%	1.4%	2.8%	30.4%	42.3%	24.6%	27.6%	122.4%	144.4%	116.1%	223.1%	-7.4%	Jun '26
Consumer Staples/Defensive	85.99	0.8%	-0.1%	2.3%	2.3%	-0.9%	7.2%	1.5%	12.1%	28.6%	34.8%	25.6%	40.5%	-3.3%	Feb '26
Healthcare	174.62	1.3%	4.3%	9.0%	18.4%	12.3%	29.6%	14.5%	13.8%	37.3%	39.1%	34.8%	52.4%	-0.6%	Aug '26
Utilities	42.77	-2.3%	-3.5%	-4.8%	-4.3%	-6.4%	2.7%	16.0%	1.5%	48.3%	42.1%	38.1%	55.7%	-9.2%	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	160.81	0.5%	-0.9%	2.9%	4.0%	9.6%	23.7%	22.4%	14.4%	79.4%	72.0%	63.3%	121.9%	-1.0%	Aug '26
MSCI Emerging Markets	67.12	0.8%	0.8%	2.7%	2.2%	8.2%	37.9%	34.0%	23.3%	87.4%	52.6%	51.3%	113.1%	-5.7%	Jun '26
FTSE Europe	92.72	0.8%	0.4%	4.5%	5.9%	4.9%	21.1%	35.8%	12.9%	69.6%	59.0%	56.3%	129.1%	NewNew Peak	Aug '26
MSCI Japan	95.18	1.0%	-3.1%	2.6%	4.7%	4.6%	26.2%	25.9%	18.5%	75.0%	61.0%	58.0%	115.1%	-3.3%	Aug '26
MSCI India	49.64	0.2%	-0.3%	1.8%	3.4%	-7.1%	-7.3%	2.7%	-8.2%	14.7%	15.3%	7.6%	23.6%	-15.5%	Sep '24
MSCI China	55.66	0.3%	1.9%	3.1%	0.1%	-8.2%	-5.5%	31.0%	-6.7%	39.0%	-5.4%	-1.0%	51.5%	-15.3%	Oct '25
International Bond	47.65	0%	-0.1%	-0.1%	0.0%	-1.4%	1.3%	2.9%	0.2%	13.4%	-0.6%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	34.68	2.8%	3.2%	0.0%	-0.3%	-5.3%	38.7%	52.7%	15.3%	56.9%	76.2%	99.8%	79.2%	-7.8%	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	703.71	0.4%	-1.4%	2.3%	3.4%	11.7%	21.9%	17.8%	12.9%	81.3%	85.3%	70.8%	126.3%	-1.6%	Aug '26
US Large Growth	122.39	0.5%	-2.3%	0.9%	-1.8%	8.1%	12.7%	19.8%	3.6%	90.5%	94.2%	76.4%	154.6%	-4.9%	Jun '26
US Large Value	257.29	0.4%	-0.5%	4.0%	10.0%	15.0%	31.8%	15.7%	23.2%	73.6%	75.9%	66.6%	102.1%	-0.6%	Aug '26

US MidCap Blend	82.97	0.5%	-1.8%	3.1%	7.5%	9.8%	20.6%	17.0%	15.1%	82.5%	82.8%	69.7%	119.5%	-1.8%	Aug '26
US MidCap Growth	305.46	0.8%	-2.7%	2.8%	5.9%	11.0%	8.4%	10.7%	9.8%	56.7%	31.2%	25.5%	85.2%	-2.7%	Aug '26
US MidCap Value	208.64	0.3%	-1.1%	3.3%	8.8%	8.9%	24.8%	12.1%	18.8%	64.0%	63.9%	53.5%	85.6%	-1.1%	Aug '26

US Small Blend	304.76	0.6%	-1.5%	2.6%	6.7%	9.9%	26.1%	8.9%	18.9%	62.8%	50.7%	43.3%	85.9%	-1.5%	Aug '26
US Small Growth	387.37	1.2%	-2.1%	1.5%	5.4%	15.1%	31.0%	12.9%	20.1%	69.1%	38.3%	34.6%	91.2%	-2.1%	Aug '26
US Small Value	224.81	0.4%	-1.2%	0.9%	7.5%	12.6%	37.4%	12.4%	24.9%	68.0%	57.0%	45.8%	83.6%	-1.2%	Aug '26

Foreign Large Blend	108.24	0.8%	-0.4%	4.0%	5.5%	4.8%	21.9%	31.6%	14.5%	69.7%	59.7%	57.1%	118.4%	-0.4%	Aug '26
Foreign Growth	125.70	0.8%	-0.8%	3.9%	4.3%	3.2%	15.9%	20.7%	11.2%	47.0%	25.1%	23.0%	86.3%	-1.1%	Aug '26
Foreign Value	82.23	1.0%	0.3%	4.2%	6.9%	6.7%	28.1%	42.2%	18.2%	94.4%	100.8%	98.0%	154.0%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.10		0.3%	0.2%	0.8%	2.0%	3.8%	3.2%	3.6%	2.9%	20.4%	31.3%	28.9%	34.9%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.67		0.04%	0.1%	0.5%	1.2%	2.2%	4.9%	5.2%	2.9%	19.9%	27.3%	26.9%	29.2%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.60		0.05%	0.1%	1.0%	1.6%	2.9%	4.8%	6.9%	1.7%	22.6%	30.9%	29.1%	35.6%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.0%	0.5%	1.6%	3.0%	6.8%	8.9%	3.7%	33.2%	57.5%	52.6%	45.7%	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	59.83		0.4%	-1.6%	1.5%	3.1%	9.4%	20.6%	17.7%	12.6%	84.8%	118.6%	110.0%	132.0%	-1.8%	Aug '26
Int’l Min Volatility- Franklin	42.98		0.6%	0.3%	2.2%	4.9%	7.0%	29.2%	27.1%	19.0%	91.3%	115.4%	112.2%	127.9%	-0.1%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.55	p	EOD	-3.6%	-2.9%	1.7%	6.2%	18.4%	3.0%	13.5%	71.1%	119.8%	111.9%	117.8%	-7.1%	Jun '26
Small Value- Avantis	126.45		0.7%	-1.8%	0.3%	6.4%	10.1%	34.7%	7.4%	24.8%	66.2%	89.6%	68.9%	93.8%	-1.8%	Aug '26
Mid Value- Pacer Cash Cows	72.02		1.1%	1.9%	11.6%	13.8%	12.6%	28.9%	9.0%	20.3%	50.9%	78.8%	66.2%	79.8%	NewNew Peak	Aug '26
Growth- S&P Momentum	148.73		0.3%	-3.0%	-0.6%	2.9%	24.5%	30.7%	26.6%	25.2%	162.5%	156.1%	143.2%	198.9%	-8.0%	Jun '26
Invesco S&P Quality	85.95		0.4%	-1.9%	0.3%	2.9%	7.5%	20.7%	13.2%	15.2%	74.5%	82.4%	71.4%	125.9%	-4.6%	Jun '26
Rotation Factor- BlackRock	69.08		0.3%	-1.6%	1.9%	4.1%	12.9%	23.9%	20.0%	14.1%	97.9%	104.5%	92.9%	161.3%	-1.8%	Aug '26
US Min Volatility- Fidelity	72.65		0.3%	-0.3%	4.1%	4.4%	7.5%	14.9%	11.8%	9.7%	52.4%	57.5%	49.3%	82.1%	-1.3%	Aug '26
Derivative Income- JPMorgan	57.92		0.3%	-0.2%	3.0%	5.4%	1.5%	10.3%	8.1%	6.1%	34.6%	42.6%	37.4%	56.8%	-0.2%	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	17.59	p	EOD	-0.5%	0.8%	1.3%	10.4%	10.3%	6.5%	11.3%	31.2%	47.1%	44.1%	43.6%	-0.5%	Aug '26
Multistrategy- AQR	15.03	p	EOD	-0.1%	1.5%	2.0%	3.6%	13.7%	16.4%	7.3%	45.7%	81.4%	76.2%	57.5%	-0.3%	Aug '26
Long Short- AQR	21.96	p	EOD	-1.5%	4.2%	5.1%	4.8%	16.6%	34.4%	3.8%	94.7%	192.1%	167.9%	155.5%	-1.7%	Aug '26
Mkt Neutral- BlackRock	15.41	p	EOD	-0.8%	1.2%	4.0%	13.3%	22.1%	18.3%	13.7%	78.0%	90.3%	92.3%	92.9%	-1.3%	Aug '26
Multi Strategy- Variant	25.83	p	EOD	0.0%	0.4%	1.2%	3.0%	6.5%	7.2%	3.5%	20.4%	42.7%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	75.94		0.2%	-0.7%	1.0%	2.3%	7.1%	13.8%	9.1%	7.4%	48.5%	63.9%	54.2%	70.5%	-0.7%	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)	344.82	1.2%	-0.3%	-0.7%	-11.0%	9.6%	73.1%	66.0%	10.3%	171.0%	153.1%	139.9%	256.6%	-14.3%	May '26
Meta (Communications)	549.90	0.7%	-6.8%	-14.6%	-9.4%	-16.0%	-25.4%	13.1%	-16.5%	91.4%	54.4%	63.9%	335.1%	-30.2%	Aug '25
Amazon (Cyclical)	258.63	-0.6%	-1.5%	4.5%	-3.7%	23.1%	16.5%	5.2%	12.0%	92.0%	61.6%	51.8%	129.1%	-8.9%	Aug '26
Tesla (Cyclical)	362.86	5.1%	6.0%	-4.2%	-13.2%	-11.9%	13.4%	11.4%	-19.3%	56.9%	60.0%	-9.3%	67.0%	-25.9%	Dec '25
Procter & Gamble (Defensive)	144.68	1.2%	0.1%	-1.6%	1.6%	-8.7%	-6.2%	-12.3%	3.2%	3.2%	13.4%	0.4%	29.1%	-15.5%	Dec '24
PepsiCo (Defensive)	143.48	1.0%	1.9%	6.3%	-2.6%	-11.3%	0.1%	-1.8%	1.9%	-10.0%	6.2%	-4.1%	-4.1%	-18.2%	May '23
Coca-Cola (Defensive)	91.10	0.7%	3.9%	11.1%	13.0%	15.6%	32.6%	15.6%	32.1%	64.7%	86.5%	75.4%	84.5%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	165.11	-0.6%	3.8%	9.5%	7.0%	13.6%	55.5%	16.0%	40.0%	67.6%	273.0%	205.5%	91.2%	-2.4%	Mar '26
Chevron (Energy)	205.27	-0.2%	3.5%	8.4%	8.4%	13.6%	37.2%	10.1%	38.4%	45.1%	166.0%	107.9%	53.0%	-1.0%	Mar '26
JPMorgan Chase (Financial)	351.58	0.01%	-3.1%	1.8%	16.6%	14.2%	22.9%	37.3%	10.7%	151.2%	157.5%	144.9%	270.6%	-3.7%	Aug '26
Visa (Financial)	371.04	1.5%	1.9%	4.5%	12.3%	16.1%	8.8%	11.8%	6.4%	58.5%	66.6%	73.7%	114.7%	NewNew Peak	Aug '26
Mastercard (Financial)	580.63	1.2%	2.0%	7.9%	16.4%	10.7%	-1.3%	9.0%	2.2%	50.3%	68.5%	61.0%	109.6%	-2.5%	Aug '25
Bank of America (Financial)	61.69	-0.3%	-4.3%	0.8%	20.4%	17.5%	30.6%	28.0%	13.4%	128.1%	72.7%	49.5%	127.3%	-4.8%	Aug '26
UnitedHealth (Health)	390.11	1.4%	-2.9%	-10.6%	2.6%	36.3%	32.0%	-33.1%	19.8%	-16.7%	-0.9%	-15.8%	-16.2%	-35.0%	Nov '24
Johnson & Johnson (Health)	270.24	1.1%	3.8%	7.8%	17.3%	12.7%	54.8%	47.5%	32.0%	76.3%	73.3%	79.1%	85.2%	-1.2%	Aug '26
Eli Lilly (Health)	1255.40	0.9%	6.4%	7.0%	20.7%	24.7%	78.0%	40.2%	17.4%	133.0%	384.9%	381.9%	299.1%	-1.9%	Aug '26
Union Pacific (Industrials)	308.05	1.3%	4.9%	5.1%	16.7%	17.0%	39.8%	3.9%	34.6%	47.1%	54.2%	37.9%	74.9%	NewNew Peak	Aug '26
Honeywell (Industrials)	215.90	-1.1%	-7.7%	-5.8%	-7.7%	-14.5%	2.4%	-6.4%	6.9%	24.3%	6.3%	16.5%	37.3%	-16.3%	Mar '26
Nvidia (IT)	214.72	-1.0%	-4.6%	3.6%	-2.1%	13.3%	22.9%	38.9%	15.3%	358.1%	935.1%	615.1%	1771.8%	-8.8%	May '26
Broadcom (IT)	368.45	1.2%	-6.2%	-4.7%	-11.0%	11.2%	28.2%	50.6%	6.8%	341.5%	751.7%	501.9%	805.8%	-23.4%	Jun '26
Adobe (IT)	275.30	1.1%	4.3%	21.2%	12.8%	6.5%	-22.1%	-21.3%	-21.3%	-47.1%	-57.5%	-51.2%	-3.8%	-56.6%	Feb '24
Oracle (IT)	146.47	3.1%	-2.7%	15.3%	-22.5%	-0.4%	-36.5%	18.1%	-24.1%	30.1%	76.2%	77.6%	140.6%	-54.9%	Sep '25
salesforce.com (IT)	209.17	1.8%	6.6%	23.0%	18.9%	13.5%	-14.2%	-20.2%	-20.6%	1.8%	-16.9%	-16.7%	49.5%	-42.4%	Dec '24
Linde PLC (Materials)	487.57	1.3%	1.0%	-3.5%	-4.9%	-1.2%	2.8%	3.2%	15.1%	34.2%	66.2%	53.0%	88.6%	-10.8%	Jul '26
Sherwin-Williams (Materials)	346.59	-0.09%	-3.5%	8.8%	12.3%	-3.4%	-4.1%	-3.8%	7.5%	31.3%	17.8%	6.5%	78.0%	-12.1%	Nov '24
American Tower (Real Estate)	175.80	0.05%	0.1%	7.6%	-3.4%	-4.3%	-12.9%	-0.9%	2.1%	11.6%	-29.3%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	141.80	0.8%	0.5%	-5.4%	-1.2%	1.7%	35.1%	25.1%	12.8%	29.9%	22.0%	-1.5%	58.7%	-5.5%	Jul '26
NextEra Energy (Utilities)	83.65	-1.6%	-2.9%	-4.9%	-6.1%	-8.0%	13.1%	15.5%	5.7%	36.2%	10.6%	3.2%	27.9%	-13.9%	Apr '26
Duke Energy (Utilities)	119.85	-2.3%	-3.3%	-4.0%	-3.0%	-3.8%	-0.1%	12.7%	4.9%	49.7%	35.5%	39.1%	62.8%	-8.6%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.97	p	EOD	-0.4%	0.5%	0.9%	0.7%	6.4%	9.4%	2.8%	25.4%	10.8%	11.3%	33.4%	-0.6%	Aug '26
Moderate-60% Stock	69.85		0.3%	-0.6%	1.8%	2.5%	5.0%	15.2%	16.4%	8.8%	51.0%	40.5%	36.6%	73.5%	-0.8%	Aug '26
Mod Agg-80% Stock	56.04	p	EOD	-1.3%	1.8%	2.7%	6.6%	19.0%	19.6%	11.3%	63.5%	53.2%	47.8%	94.2%	-1.4%	Aug '26
Aggressive-90% Stock	34.79	p	EOD	-1.4%	1.6%	3.2%	9.0%	24.1%	20.9%	14.9%	70.0%	57.8%	51.1%	101.8%	-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	77415.05	6.0%	22.9%	16.4%	-0.2%	13.8%	-31.1%	-6.3%	-11.5%	196.3%	56.9%	66.6%	304.1%	-37.9%	Oct '25
Ethereum	2435.87	4.7%	29.5%	26.3%	14.3%	23.7%	-42.3%	-11.0%	-17.9%	46.1%	-25.9%	-35.2%	88.1%	-49.6%	Aug '25
BNB	676.01	3.2%	11.3%	17.9%	2.8%	8.0%	-19.4%	23.1%	-21.7%	220.9%	48.6%	32.0%	149.5%	-48.4%	Oct '25
Solana	91.73	4.7%	21.8%	17.4%	5.2%	8.4%	-49.1%	-34.2%	-26.3%	332.5%	16.5%	-46.1%	194.3%	-65.0%	Jan '25
Bitcoin ETF	43.68	6.0%	22.6%	16.0%	-0.7%	13.7%	-31.4%	-6.4%	-12.0%	-	-	-	-	-38.7%	Oct '25
Grayscale Bitcoin (hi fee)	59.63	6.0%	22.5%	15.8%	-1.1%	12.9%	-32.3%	-7.6%	-12.8%	283.6%	66.8%	92.6%	488.9%	-39.4%	Oct '25
Bloomberg Commodities	25.48	0.6%	3.8%	5.1%	1.6%	18.7%	43.4%	14.9%	30.5%	52.2%	80.3%	65.6%	43.7%	-1.7%	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	5.28	0.7%	0.2%	2.8%	3.2%	11.7%	7.1%	1.1%	9.0%	18.4%	181.5%	161.7%	35.8%	-0.6%	Aug '26
10yr Treasury rate	4.74	0.9%	0.9%	2.4%	3.3%	16.0%	9.4%	-9.0%	13.8%	9.1%	276.0%	191.0%	21.4%	-5.0%	Oct '23
5yr Treasury rate	4.42	0.8%	1.4%	1.2%	3.9%	21.2%	14.7%	-15.0%	18.9%	-0.8%	463.6%	224.1%	7.6%	-10.8%	Oct '23
13-week T-bill	3.71	0.2%	0.4%	-0.5%	3.6%	3.2%	-10.1%	-15.7%	4.6%	-29.7%	8527.9%	6900.0%	5.0%	-30.6%	Oct '23
Crude Oil	86.64	-1.4%	5.1%	2.0%	-10.1%	30.5%	36.4%	-19.9%	50.9%	7.3%	39.0%	13.9%	-0.7%	-23.3%	Apr '26
Gold	4661.60	3.2%	6.4%	14.5%	2.7%	-7.9%	39.7%	64.5%	7.8%	146.2%	161.7%	159.1%	179.1%	-12.3%	Jan '26
USD/EUR	0.86	0.08%	-0.9%	-2.3%	-0.5%	0.8%	-0.6%	-11.4%	0.6%	-6.7%	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	158.86	-0.01%	-0.3%	-2.6%	-0.1%	2.4%	7.1%	-0.4%	1.6%	8.6%	-	38.0%	8.3%	-3.1%	Jul '26
S&P 500 Volatility Index	15.13	-5.5%	6.2%	-11.3%	-9.7%	-20.7%	-8.9%	-13.8%	1.2%	-11.7%	-18.5%	-8.9%	-54.9%	-71.1%	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	50.47		0.02%	0.0%	0.4%	1.0%	1.2%	4.0%	6.1%	2.0%	19.1%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.69		-0.08%	-0.5%	-0.5%	0.4%	-1.0%	4.2%	4.3%	0.5%	11.8%	4.6%	4.8%	16.4%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.37		-0.2%	-0.2%	-0.1%	0.1%	-1.5%	4.1%	8.8%	0.1%	17.5%	3.0%	3.6%	20.5%	-2.1%	Feb '26
Interm Bond- Vanguard	75.43		-0.12%	-0.2%	-0.1%	0.1%	-1.9%	2.0%	8.5%	-0.7%	16.0%	-0.8%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	-0.2%	0.0%	1.1%	2.6%	5.9%	8.2%	3.0%	29.7%	35.1%	32.1%	38.9%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.86		0.08%	-0.1%	0.3%	0.9%	-0.8%	3.3%	8.2%	0.9%	19.9%	14.5%	14.8%	29.0%	-0.9%	Feb '26
Long Bond- Vanguard	71.72		-0.1%	-0.1%	-1.0%	-1.9%	-4.6%	0.4%	7.2%	-2.4%	15.0%	-16.1%	-13.7%	21.8%	-5.3%	Oct '25
Long CA Muni- PIMCO	9.28	p	EOD	-0.4%	-0.5%	0.7%	-0.7%	5.9%	4.4%	0.8%	14.7%	5.0%	4.8%	20.5%	-1.7%	Jul '26
Long Muni- iShares	56.51		-0.12%	-0.5%	-0.6%	0.3%	-1.5%	4.6%	3.4%	0.0%	10.0%	2.0%	2.0%	13.9%	-1.8%	Feb '26

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