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S&P 500

Return

93.7%

[

20.3%

annualized]

Dec 30 2022 - Jul 30 2026

DJIA (Large Value)

Return

57.5%

[

13.5%

annualized]

Dec 30 2022 - Jul 30 2026

Russell 2000 (Small Cap)

Return

67.1%

[

15.4%

annualized]

Dec 30 2022 - Jul 30 2026

Performance Range:

As of Jul 30 03:50 PM EDT, next update at 04:00 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	7437.92	1.7%	0.4%	-0.8%	3.2%	7.2%	16.9%	16.4%	8.7%	62.3%	69.2%	55.1%	107.9%	-2.3%	Jun '26
DJIA (Large Value)	52208.48	1.2%	1.0%	-0.2%	5.1%	6.8%	17.4%	13.0%	8.6%	47.2%	49.4%	42.7%	78.7%	-1.6%	Jul '26
Russell 2000 (Small Cap)	2943.40	1.3%	0.1%	-2.7%	5.1%	12.6%	31.8%	11.3%	18.6%	48.5%	32.2%	29.5%	74.4%	-2.7%	Jun '26
NASDAQ Comp (Tech/Growth)	25122.87	2.8%	-0.1%	-4.2%	0.9%	7.1%	18.9%	20.4%	8.1%	75.5%	71.2%	58.7%	141.2%	-7.3%	Jun '26
Aggregate Bond	97.61	0.06%	0.3%	-1.4%	-1.2%	-1.2%	2.3%	7.2%	-1.0%	11.2%	-2.4%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	106.44	0.2%	0.2%	-2.4%	-1.8%	-2.3%	1.3%	7.9%	-1.9%	12.2%	-5.6%	-3.1%	22.8%	-3.6%	Feb '26
High Yield Bond	79.46	0.3%	0.3%	-0.6%	-0.6%	-0.1%	3.9%	8.6%	0.5%	24.7%	18.2%	17.1%	37.0%	-1.1%	May '26
Preferred	30.41	1.0%	0.9%	-0.3%	-2.9%	-2.5%	2.0%	4.9%	-0.2%	16.6%	2.4%	1.0%	23.9%	-4.1%	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	51.60	-0.3%	2.6%	1.5%	0.3%	5.2%	17.8%	9.9%	14.3%	27.7%	35.1%	25.7%	61.4%	-3.3%	Feb '26
Consumer Discretionary/Cyclical	112.43	0.7%	3.4%	-4.1%	-5.0%	-7.0%	1.3%	7.4%	-5.7%	33.1%	29.6%	10.8%	66.7%	-9.5%	Jan '26
Financial Services	56.99	0.5%	2.1%	6.3%	9.3%	7.2%	9.4%	14.9%	4.6%	69.1%	69.5%	55.2%	99.6%	-1.1%	Jul '26
Real Estate	99.18	-1.5%	0.5%	2.9%	3.0%	10.4%	13.0%	3.3%	13.3%	30.7%	12.0%	1.9%	49.5%	-1.8%	Jul '26
Communication Services	106.45	-2.8%	1.0%	-0.6%	-8.6%	-11.1%	1.0%	23.1%	-9.3%	59.6%	35.6%	42.3%	132.1%	-11.1%	Jan '26
Energy	58.99	0.6%	-0.6%	11.1%	-1.1%	16.3%	37.8%	7.9%	32.8%	50.1%	184.3%	139.2%	65.7%	-5.7%	Mar '26
Industrials	178.05	0.8%	-2.1%	-3.9%	2.0%	7.9%	18.4%	19.3%	15.1%	68.3%	85.3%	81.2%	121.6%	-4.0%	Jul '26
Technology	175.59	5.4%	-1.6%	-7.8%	10.1%	22.2%	33.2%	24.6%	22.1%	101.1%	137.4%	106.7%	209.1%	-11.4%	Jun '26
Consumer Staples/Defensive	85.42	-2.2%	2.7%	2.8%	1.3%	2.9%	8.4%	1.5%	10.6%	20.9%	35.3%	23.9%	38.6%	-4.6%	Feb '26
Healthcare	163.41	-1.7%	1.2%	3.0%	11.9%	6.0%	23.4%	14.5%	6.0%	26.5%	33.5%	25.6%	42.0%	-2.3%	Jul '26
Utilities	44.63	-0.6%	-3.4%	-1.6%	-4.7%	3.9%	7.0%	16.0%	5.3%	44.7%	56.2%	43.2%	61.5%	-5.8%	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	155.59	2.0%	0.8%	-0.9%	2.7%	6.9%	20.2%	22.4%	10.0%	63.8%	65.2%	57.0%	113.3%	-2.7%	Jun '26
MSCI Emerging Markets	63.58	4.1%	-1.6%	-7.1%	-0.6%	7.6%	32.1%	34.0%	16.2%	62.1%	38.0%	42.6%	100.8%	-10.7%	Jun '26
FTSE Europe	90.95	2.4%	3.6%	2.7%	4.4%	4.4%	20.9%	35.8%	9.3%	55.4%	54.6%	51.3%	121.7%	NewNew Peak	Jul '26
MSCI Japan	93.34	4.5%	2.5%	0.1%	4.8%	8.9%	30.9%	25.9%	15.6%	59.1%	55.9%	54.1%	109.8%	-3.7%	Jun '26
MSCI India	49.67	1.0%	4.3%	0.6%	0.5%	-4.0%	-5.7%	2.7%	-8.1%	12.4%	19.5%	7.6%	23.7%	-15.5%	Sep '24
MSCI China	55.50	0.8%	4.0%	8.8%	-3.6%	-11.1%	-2.9%	31.0%	-7.6%	20.3%	-13.0%	-1.9%	50.1%	-16.1%	Oct '25
International Bond	47.88	0.1%	0.4%	-1.1%	-0.1%	-0.5%	1.0%	2.9%	0.0%	11.7%	-0.6%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	35.35	3.1%	1.5%	4.8%	-3.0%	0.0%	44.5%	52.7%	16.1%	44.8%	68.8%	101.1%	80.4%	-7.2%	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	681.44	1.6%	0.4%	-0.8%	3.2%	7.4%	17.9%	17.8%	9.0%	68.3%	80.9%	64.9%	118.5%	-2.4%	Jun '26
US Large Growth	117.33	2.9%	-1.1%	-5.5%	-1.6%	0.8%	7.5%	19.8%	-0.8%	74.5%	87.5%	69.0%	143.8%	-8.9%	Jun '26
US Large Value	250.64	0.4%	1.8%	3.4%	8.4%	14.4%	28.9%	15.7%	19.6%	62.3%	72.0%	61.7%	96.3%	-0.6%	Jul '26

US MidCap Blend	80.86	0.3%	0.7%	0.4%	4.6%	9.6%	16.6%	17.0%	11.9%	67.8%	78.1%	64.9%	113.3%	-0.6%	Jul '26
US MidCap Growth	294.46	1.4%	-0.1%	-3.9%	3.5%	6.5%	1.3%	10.7%	5.7%	42.1%	26.4%	20.8%	78.3%	-4.0%	Jun '26
US MidCap Value	205.13	-0.4%	1.3%	3.8%	5.4%	11.6%	24.0%	12.1%	16.3%	52.6%	61.7%	50.2%	81.6%	-1.1%	Jul '26

US Small Blend	295.49	0.8%	0.3%	-2.5%	3.9%	9.9%	22.3%	8.9%	15.0%	48.6%	43.0%	38.5%	79.7%	-2.5%	Jun '26
US Small Growth	373.55	2.7%	-0.1%	-5.2%	3.8%	11.1%	28.0%	12.9%	15.7%	51.8%	28.5%	29.7%	84.1%	-5.2%	Jun '26
US Small Value	221.67	0.03%	0.5%	0.2%	6.7%	14.6%	38.5%	12.4%	22.7%	55.9%	52.0%	43.2%	80.4%	-1.1%	Jul '26

Foreign Large Blend	106.29	2.8%	3.3%	2.3%	3.9%	5.5%	22.3%	31.6%	10.7%	54.5%	54.2%	51.8%	111.1%	NewNew Peak	Jul '26
Foreign Growth	122.34	3.2%	2.7%	-1.7%	2.7%	2.9%	13.9%	20.7%	7.4%	32.7%	21.1%	18.7%	79.9%	-2.4%	Jun '26
Foreign Value	81.36	2.5%	3.8%	6.3%	4.9%	8.0%	30.6%	42.2%	13.9%	77.6%	92.4%	90.8%	144.8%	NewNew Peak	Jul '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	23.03		-0.04%	0.0%	0.5%	0.1%	0.8%	0.8%	3.6%	0.7%	18.4%	28.6%	26.1%	31.9%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.67		0.02%	0.1%	0.4%	0.3%	1.2%	4.0%	5.2%	1.7%	19.0%	25.9%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.39		0.07%	0.1%	0.1%	-0.9%	-0.2%	2.4%	6.9%	-0.9%	20.2%	27.7%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.9%	6.8%	8.9%	3.3%	33.7%	58.1%	52.0%	45.2%	NewNew Peak	Jul '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	58.24		1.4%	-0.3%	-1.1%	1.7%	6.8%	17.0%	17.7%	9.4%	73.5%	111.8%	104.0%	125.3%	-2.1%	Jul '26
Int’l Min Volatility- Franklin	43.00		0.4%	1.9%	6.0%	5.0%	12.4%	32.4%	27.1%	17.2%	80.5%	117.1%	109.1%	124.5%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	27.70	p	EOD	-1.4%	-6.6%	-0.4%	9.8%	21.2%	3.0%	14.1%	65.0%	114.9%	113.1%	119.0%	-6.6%	Jun '26
Small Value- Avantis	125.26		0.11%	0.3%	0.4%	4.3%	14.9%	35.5%	7.4%	23.1%	56.8%	84.9%	66.7%	91.3%	-0.7%	Jul '26
Mid Value- Pacer Cash Cows	66.69		-1.7%	4.7%	7.2%	5.0%	7.4%	20.7%	9.0%	11.2%	38.8%	67.5%	53.6%	66.2%	-1.7%	Jul '26
Growth- S&P Momentum	143.46		5.2%	-4.3%	-11.2%	7.2%	20.0%	25.1%	26.6%	20.6%	158.9%	149.9%	134.2%	187.8%	-11.3%	Jun '26
Invesco S&P Quality	84.98		2.1%	-0.1%	-5.7%	4.8%	10.2%	19.2%	13.2%	13.7%	68.5%	82.3%	69.1%	122.9%	-5.7%	Jun '26
Rotation Factor- BlackRock	66.96		2.0%	-0.4%	-1.5%	4.7%	9.2%	20.4%	20.0%	10.4%	84.7%	99.2%	86.6%	152.9%	-1.7%	Jul '26
US Min Volatility- Fidelity	71.37		0.2%	3.0%	4.4%	3.3%	5.3%	13.8%	11.8%	7.4%	45.3%	56.6%	46.1%	78.2%	-0.3%	Jul '26
Derivative Income- JPMorgan	57.23		0.5%	1.4%	1.3%	0.1%	0.4%	7.6%	8.1%	2.7%	28.1%	40.4%	33.0%	51.9%	-2.4%	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	17.28	p	EOD	-0.7%	-0.1%	1.2%	8.5%	10.6%	6.5%	9.3%	29.9%	44.2%	41.5%	41.0%	-1.0%	Jul '26
Multistrategy- AQR	14.69	p	EOD	-1.1%	1.0%	0.5%	2.9%	12.2%	16.4%	4.9%	44.9%	74.8%	72.2%	53.9%	-1.5%	Jun '26
Long Short- AQR	20.81	p	EOD	-0.8%	2.0%	1.3%	-0.5%	13.4%	34.4%	-1.7%	90.1%	175.1%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.01	p	EOD	-1.9%	0.4%	3.2%	9.7%	22.4%	18.3%	10.8%	73.5%	83.3%	87.3%	87.9%	-2.2%	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.6%	1.3%	3.2%	6.6%	7.2%	3.1%	20.7%	42.9%	38.0%	29.3%	NewNew Peak	Jul '26
Long Short- First Trust	75.26		1.2%	0.7%	2.0%	2.0%	5.0%	13.5%	9.1%	6.1%	44.5%	61.6%	52.4%	68.5%	-0.1%	Jul '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)	334.10	-0.8%	5.2%	-6.5%	-13.2%	-1.1%	70.4%	66.0%	6.8%	154.1%	150.0%	132.3%	245.3%	-17.0%	May '26
Meta (Communications)	536.58	-8.4%	-11.5%	-4.7%	-12.3%	-25.0%	-22.6%	13.1%	-18.6%	66.2%	51.8%	59.7%	324.1%	-31.9%	Aug '25
Amazon (Cyclical)	237.07	4.6%	1.5%	-0.5%	-10.6%	-0.9%	3.0%	5.2%	2.7%	79.3%	42.5%	39.1%	110.0%	-13.8%	May '26
Tesla (Cyclical)	309.37	3.7%	-3.2%	-26.4%	-18.9%	-28.1%	-3.0%	11.4%	-31.2%	16.1%	35.1%	-22.6%	42.4%	-36.8%	Dec '25
Procter & Gamble (Defensive)	143.59	-1.7%	-1.6%	-2.1%	-2.4%	-4.7%	-4.0%	-12.3%	1.7%	-1.4%	13.9%	-1.1%	27.2%	-16.8%	Dec '24
PepsiCo (Defensive)	140.14	-2.3%	3.8%	3.5%	-11.6%	-8.0%	0.9%	-1.8%	-1.5%	-19.1%	3.5%	-7.3%	-7.3%	-20.9%	May '23
Coca-Cola (Defensive)	88.40	-0.8%	8.9%	8.8%	12.2%	19.0%	31.4%	15.6%	27.3%	53.6%	78.6%	69.1%	77.9%	-0.8%	Jul '26
Exxon Mobil (Energy)	157.34	0.4%	0.3%	15.1%	2.6%	12.8%	45.1%	16.0%	32.5%	67.0%	228.5%	189.3%	81.1%	-7.6%	Mar '26
Chevron (Energy)	192.33	0.2%	-1.1%	16.0%	-0.5%	9.8%	29.3%	10.1%	27.4%	36.1%	129.8%	91.4%	40.8%	-8.9%	Mar '26
JPMorgan Chase (Financial)	351.29	1.9%	0.4%	7.3%	12.1%	15.4%	18.9%	37.3%	10.1%	138.1%	161.1%	143.6%	268.6%	-1.7%	Jul '26
Visa (Financial)	365.84	-0.8%	4.1%	6.6%	11.1%	14.1%	5.1%	11.8%	4.7%	58.8%	54.1%	71.0%	111.3%	-1.2%	Jun '25
Mastercard (Financial)	578.74	2.7%	9.1%	12.7%	15.1%	7.6%	4.0%	9.0%	1.7%	49.7%	54.2%	60.2%	108.5%	-2.9%	Aug '25
Bank of America (Financial)	61.80	1.2%	0.8%	8.5%	15.6%	16.8%	31.0%	28.0%	13.0%	107.8%	81.1%	49.0%	126.5%	-1.3%	Jul '26
UnitedHealth (Health)	421.30	0.2%	-0.5%	1.4%	13.7%	48.0%	61.7%	-33.1%	28.6%	-11.5%	10.9%	-9.6%	-10.0%	-30.2%	Nov '24
Johnson & Johnson (Health)	255.62	-3.7%	-1.4%	0.6%	11.2%	13.1%	55.8%	47.5%	24.2%	59.0%	69.9%	68.4%	74.2%	-4.3%	Jul '26
Eli Lilly (Health)	1157.96	-4.3%	-2.4%	-3.5%	24.1%	12.0%	53.4%	40.2%	8.1%	158.0%	398.5%	343.9%	267.6%	-6.3%	Jul '26
Union Pacific (Industrials)	288.61	-1.2%	-5.2%	6.1%	7.1%	23.4%	30.3%	3.9%	25.4%	31.9%	46.9%	28.5%	63.0%	-6.1%	Jul '26
Honeywell (Industrials)	241.16	0.02%	-2.1%	7.7%	13.1%	7.1%	17.7%	-6.4%	24.9%	39.8%	21.4%	36.1%	60.4%	-47.0%	Jun '26
Nvidia (IT)	194.84	2.5%	-6.7%	-2.6%	-2.4%	1.9%	8.7%	38.9%	4.5%	317.1%	901.5%	548.1%	1596.5%	-17.3%	May '26
Broadcom (IT)	387.70	4.7%	-1.2%	2.6%	-7.1%	17.3%	28.8%	50.6%	12.3%	346.0%	776.0%	532.3%	851.6%	-19.5%	Jun '26
Adobe (IT)	247.08	-6.2%	16.5%	20.5%	0.4%	-15.7%	-32.1%	-21.3%	-29.4%	-53.3%	-60.3%	-56.2%	-13.7%	-61.1%	Feb '24
Oracle (IT)	127.36	8.2%	6.1%	-13.1%	-21.1%	-22.3%	-48.8%	18.1%	-34.3%	13.4%	55.8%	53.9%	108.5%	-60.9%	Sep '25
salesforce.com (IT)	180.57	-4.1%	15.1%	15.3%	2.3%	-14.7%	-31.4%	-20.2%	-31.7%	-18.8%	-24.3%	-28.3%	28.8%	-50.4%	Dec '24
Linde PLC (Materials)	507.05	-0.8%	0.1%	-2.3%	1.2%	11.3%	9.9%	3.2%	19.3%	35.1%	76.0%	58.7%	95.5%	-7.2%	Jul '26
Sherwin-Williams (Materials)	342.85	-0.3%	10.4%	-0.4%	6.6%	-3.1%	4.0%	-3.8%	6.0%	25.4%	22.9%	5.1%	75.6%	-13.3%	Nov '24
American Tower (Real Estate)	173.90	-3.0%	5.6%	6.3%	-4.8%	-2.0%	-14.3%	-0.9%	0.0%	1.3%	-28.8%	-30.3%	6.5%	-23.9%	Sep '24
Prologis Inc. (Real Estate)	145.77	0.2%	0.4%	7.6%	2.6%	12.5%	37.7%	25.1%	15.1%	28.8%	30.5%	0.5%	61.9%	-2.9%	Jul '26
NextEra Energy (Utilities)	87.91	-0.6%	-2.1%	0.2%	-10.2%	0.7%	26.5%	15.5%	10.3%	30.9%	27.8%	7.6%	33.4%	-10.2%	Apr '26
Duke Energy (Utilities)	126.28	-2.2%	-2.3%	-0.2%	-1.7%	5.9%	8.5%	12.7%	9.6%	51.8%	45.7%	45.2%	70.0%	-4.6%	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	15.79	p	EOD	-0.1%	-1.5%	0.0%	0.8%	5.8%	9.4%	1.7%	20.9%	9.4%	10.1%	31.9%	-1.6%	Jun '26
Moderate-60% Stock	68.49		1.3%	0.7%	-1.5%	1.2%	3.7%	13.3%	16.4%	5.9%	41.1%	36.6%	33.0%	68.8%	-2.0%	Jun '26
Mod Agg-80% Stock	53.90	p	EOD	-1.1%	-2.7%	0.8%	4.2%	15.8%	19.6%	7.0%	50.4%	47.2%	42.2%	86.8%	-3.4%	Jun '26
Aggressive-90% Stock	33.29	p	EOD	-1.7%	-3.6%	1.1%	6.2%	19.9%	20.9%	10.0%	54.9%	50.8%	44.6%	93.1%	-3.8%	Jul '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	64727.37	1.3%	-0.5%	10.5%	-15.2%	-23.1%	-45.1%	-6.3%	-26.0%	120.8%	53.3%	39.3%	237.9%	-48.1%	Oct '25
Ethereum	1921.71	0.7%	2.4%	22.4%	-14.8%	-28.9%	-49.5%	-11.0%	-35.2%	2.5%	-22.1%	-48.9%	48.4%	-60.2%	Aug '25
BNB	593.76	3.9%	4.7%	8.8%	-3.5%	-30.7%	-25.1%	23.1%	-31.2%	145.4%	83.9%	15.9%	119.1%	-54.7%	Oct '25
Solana	74.50	1.2%	-1.8%	1.3%	-10.3%	-36.5%	-58.1%	-34.2%	-40.2%	199.8%	130.0%	-56.3%	139.0%	-71.6%	Jan '25
Bitcoin ETF	36.68	1.9%	0.1%	10.2%	-15.3%	-22.8%	-44.7%	-6.4%	-26.1%	-	-	-	-	-48.5%	Oct '25
Grayscale Bitcoin (hi fee)	50.17	2.0%	0.0%	10.2%	-15.5%	-23.3%	-45.4%	-7.6%	-26.6%	196.6%	59.9%	62.0%	395.4%	-49.0%	Oct '25
Bloomberg Commodities	23.99	-0.2%	-2.6%	7.4%	-5.2%	10.4%	34.5%	14.9%	22.8%	39.6%	61.0%	55.9%	35.2%	-7.4%	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	1.3%	0.7%	6.2%	4.4%	6.9%	6.0%	1.1%	7.6%	29.2%	174.5%	158.3%	34.1%	NewNew Peak	Jul '26
10yr Treasury rate	4.66	0.9%	-0.9%	5.5%	6.2%	10.0%	6.6%	-9.0%	12.0%	17.5%	276.4%	186.4%	19.5%	-6.5%	Oct '23
5yr Treasury rate	4.38	0.5%	-1.9%	4.5%	8.7%	15.2%	10.3%	-15.0%	17.5%	4.3%	522.3%	220.5%	6.4%	-11.8%	Oct '23
13-week T-bill	3.67	0.5%	-3.3%	-1.5%	2.5%	2.9%	-13.2%	-15.7%	3.6%	-30.1%	9087.5%	6834.0%	4.0%	-31.3%	Oct '23
Crude Oil	83.51	-1.1%	-9.4%	20.2%	-20.5%	28.1%	19.3%	-19.9%	45.4%	3.6%	12.9%	9.8%	-4.3%	-26.1%	Apr '26
Gold	4172.90	3.4%	3.1%	3.7%	-9.6%	-11.5%	26.6%	64.5%	-3.5%	112.9%	130.2%	131.9%	149.8%	-21.5%	Jan '26
USD/EUR	0.87	-0.6%	-1.4%	-1.1%	1.7%	3.7%	-0.9%	-11.4%	1.8%	-	-	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.31	-2.4%	-2.8%	-2.0%	1.5%	4.0%	6.8%	-0.4%	1.9%	-	-	38.4%	8.6%	-2.8%	Jul '26
S&P 500 Volatility Index	17.48	-15.4%	-6.5%	6.3%	3.5%	0.2%	12.9%	-13.8%	16.9%	31.1%	-4.2%	5.3%	-47.9%	-66.6%	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	50.49		0.09%	0.2%	-0.3%	0.0%	0.5%	3.4%	6.1%	0.9%	18.0%	18.0%	18.3%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	49.79		-0.11%	0.3%	-1.7%	-0.9%	-0.9%	4.2%	4.3%	-0.2%	9.4%	3.6%	4.1%	15.6%	-2.0%	Feb '26
Interm Bond- Janus MSB	44.51		0.06%	0.4%	-1.1%	-1.5%	-1.5%	3.9%	8.8%	-0.9%	13.2%	1.8%	2.6%	19.3%	-3.0%	Feb '26
Interm Bond- Vanguard	75.71		0.13%	0.4%	-1.3%	-1.4%	-1.4%	2.0%	8.5%	-1.4%	12.8%	-1.8%	0.7%	18.2%	-3.2%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.0%	0.3%	1.1%	2.2%	6.3%	8.2%	2.7%	29.3%	34.5%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.85		0.1%	0.4%	-1.0%	0.1%	-0.9%	2.8%	8.2%	0.0%	17.3%	13.4%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	72.25		0.3%	0.0%	-4.0%	-2.7%	-3.5%	0.3%	7.2%	-3.0%	7.9%	-16.8%	-14.3%	21.0%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	0.4%	-1.7%	-0.7%	-0.6%	5.0%	3.3%	-0.2%	8.6%	-0.3%	0.0%	14.9%	-1.8%	Feb '26
Long Muni- iShares	56.56		-0.05%	0.2%	-1.9%	-1.1%	-1.4%	4.7%	3.4%	-0.6%	7.5%	1.1%	1.4%	13.1%	-2.5%	Feb '26

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