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S&P 500

Return

61.0%

[

19.7%

annualized]

Dec 29 2023 - Aug 21 2026

DJIA (Large Value)

Return

41.1%

[

13.9%

annualized]

Dec 29 2023 - Aug 21 2026

Russell 2000 (Small Cap)

Return

48.3%

[

16.1%

annualized]

Dec 29 2023 - Aug 21 2026

Performance Range:

As of Aug 21 11:30 AM EDT, next update at 11:40 AM

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	7678.30	0.5%	-1.4%	2.3%	3.1%	11.1%	20.5%	16.4%	12.2%	74.5%	72.9%	60.1%	114.7%	-1.5%	Aug '26
DJIA (Large Value)	53172.23	0.8%	-1.0%	1.8%	5.7%	7.1%	18.7%	13.0%	10.6%	54.3%	51.4%	45.3%	82.0%	-2.2%	Aug '26
Russell 2000 (Small Cap)	3006.99	0.5%	-2.0%	0.7%	5.8%	12.9%	32.2%	11.3%	21.2%	62.0%	38.7%	32.3%	78.2%	-2.0%	Aug '26
NASDAQ Comp (Tech/Growth)	26171.96	0.4%	-2.1%	1.3%	-0.5%	14.4%	24.0%	20.4%	12.6%	93.9%	77.9%	65.3%	151.2%	-3.4%	Jun '26
Aggregate Bond	97.36	-0.1%	-0.1%	0.0%	0.0%	-1.6%	2.5%	7.2%	-0.2%	14.6%	-1.5%	0.2%	17.1%	-2.0%	Feb '26
Corp Bond	105.89	-0.2%	-0.2%	-0.5%	-1.0%	-2.9%	1.3%	7.9%	-1.3%	17.0%	-4.6%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.58	0.03%	-0.2%	0.4%	1.1%	1.2%	5.2%	8.6%	2.2%	28.3%	20.5%	19.0%	39.3%	-0.3%	Aug '26
Preferred	30.50	0.1%	-1.1%	1.0%	-0.7%	-1.5%	2.1%	4.9%	1.4%	22.0%	4.4%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	53.63	2.3%	2.1%	7.1%	7.6%	2.1%	20.8%	9.9%	19.2%	40.5%	41.3%	31.1%	68.4%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	117.85	1.0%	-0.3%	2.6%	-0.5%	0.7%	5.0%	7.4%	-0.9%	46.8%	38.3%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	57.49	0.9%	-1.2%	2.5%	11.5%	10.5%	10.8%	14.9%	5.9%	77.6%	66.3%	57.1%	102.1%	-1.3%	Aug '26
Real Estate	98.25	-0.3%	-0.6%	-1.3%	2.5%	5.6%	12.9%	3.3%	13.2%	38.8%	11.7%	1.8%	49.4%	-2.7%	Jul '26
Communication Services	111.69	0.9%	-1.1%	1.5%	-3.5%	-3.8%	3.1%	23.1%	-4.6%	76.3%	42.1%	49.7%	144.2%	-6.4%	Jan '26
Energy	63.62	-0.2%	2.8%	8.7%	8.4%	17.5%	51.9%	7.9%	44.2%	58.6%	232.3%	159.8%	79.9%	-0.2%	Aug '26
Industrials	180.20	0.2%	-3.4%	0.9%	5.9%	2.2%	21.1%	19.3%	16.8%	77.3%	89.3%	83.8%	124.8%	-3.4%	Aug '26
Technology	183.16	0.03%	-3.6%	1.3%	2.7%	30.3%	42.2%	24.6%	27.5%	122.2%	144.2%	115.9%	222.9%	-7.5%	Jun '26
Consumer Staples/Defensive	85.76	0.5%	-0.4%	2.0%	2.0%	-1.2%	6.9%	1.5%	11.8%	28.3%	34.5%	25.2%	40.2%	-3.5%	Feb '26
Healthcare	175.30	1.7%	4.7%	9.4%	18.8%	12.7%	30.1%	14.5%	14.2%	37.9%	39.6%	35.3%	53.0%	-0.2%	Aug '26
Utilities	43.12	-1.5%	-2.7%	-4.0%	-3.6%	-5.7%	3.6%	16.0%	2.4%	49.5%	43.2%	39.2%	57.0%	-8.5%	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	160.80	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	67.15	0.8%	0.8%	2.8%	2.2%	8.3%	37.9%	34.0%	23.4%	87.5%	52.7%	51.3%	113.2%	-5.7%	Jun '26
FTSE Europe	92.60	0.6%	0.2%	4.3%	5.7%	4.8%	20.9%	35.8%	12.8%	69.3%	58.8%	56.1%	128.8%	NewNew Peak	Aug '26
MSCI Japan	95.09	0.9%	-3.2%	2.5%	4.6%	4.5%	26.1%	25.9%	18.4%	74.8%	60.8%	57.8%	114.9%	-3.4%	Aug '26
MSCI India	49.69	0.3%	-0.2%	1.9%	3.5%	-7.0%	-7.2%	2.7%	-8.1%	14.8%	15.4%	7.7%	23.7%	-15.4%	Sep '24
MSCI China	55.74	0.4%	2.0%	3.2%	0.3%	-8.0%	-5.3%	31.0%	-6.6%	39.2%	-5.2%	-0.9%	51.7%	-15.2%	Oct '25
International Bond	47.65	0.01%	-0.1%	-0.1%	0.0%	-1.3%	1.3%	2.9%	0.2%	13.5%	-0.6%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	34.54	2.4%	2.8%	-0.4%	-0.7%	-5.6%	38.1%	52.7%	14.9%	56.3%	75.6%	99.0%	78.5%	-8.2%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	704.09	0.4%	-1.3%	2.4%	3.4%	11.7%	21.9%	17.8%	13.0%	81.4%	85.4%	70.8%	126.4%	-1.5%	Aug '26
US Large Growth	122.32	0.4%	-2.4%	0.8%	-1.8%	8.0%	12.7%	19.8%	3.6%	90.4%	94.1%	76.3%	154.4%	-4.9%	Jun '26
US Large Value	257.55	0.5%	-0.4%	4.1%	10.1%	15.1%	31.9%	15.7%	23.3%	73.7%	76.1%	66.7%	102.3%	-0.5%	Aug '26

US MidCap Blend	82.99	0.6%	-1.7%	3.1%	7.5%	9.8%	20.7%	17.0%	15.2%	82.5%	82.9%	69.8%	119.6%	-1.7%	Aug '26
US MidCap Growth	305.06	0.7%	-2.9%	2.6%	5.7%	10.9%	8.3%	10.7%	9.6%	56.4%	31.0%	25.3%	85.0%	-2.9%	Aug '26
US MidCap Value	208.96	0.5%	-1.0%	3.5%	9.0%	9.1%	25.0%	12.1%	19.0%	64.2%	64.2%	53.7%	85.9%	-1.0%	Aug '26

US Small Blend	304.36	0.5%	-1.6%	2.5%	6.6%	9.8%	25.9%	8.9%	18.8%	62.6%	50.5%	43.1%	85.7%	-1.6%	Aug '26
US Small Growth	385.31	0.7%	-2.6%	1.0%	4.8%	14.5%	30.3%	12.9%	19.5%	68.2%	37.5%	33.9%	90.1%	-2.6%	Aug '26
US Small Value	224.56	0.3%	-1.3%	0.7%	7.4%	12.5%	37.3%	12.4%	24.7%	67.8%	56.8%	45.6%	83.4%	-1.3%	Aug '26

Foreign Large Blend	108.13	0.7%	-0.5%	3.9%	5.4%	4.7%	21.8%	31.6%	14.4%	69.5%	59.5%	56.9%	118.1%	-0.5%	Aug '26
Foreign Growth	125.51	0.6%	-1.0%	3.7%	4.2%	3.1%	15.7%	20.7%	11.1%	46.8%	24.9%	22.8%	86.0%	-1.3%	Aug '26
Foreign Value	82.13	0.9%	0.2%	4.0%	6.7%	6.5%	27.9%	42.2%	18.1%	94.2%	100.6%	97.8%	153.7%	-0.2%	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	23.08		0.2%	0.1%	0.7%	1.9%	3.7%	3.1%	3.6%	2.8%	20.3%	31.2%	28.8%	34.7%	-0.1%	Aug '26
Ultra Short- Janus AAA CLO	50.67		0.03%	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	20.61		0.10%	0.2%	1.1%	1.6%	3.0%	4.8%	6.9%	1.7%	22.7%	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	59.82		0.4%	-1.6%	1.5%	3.1%	9.4%	20.6%	17.7%	12.6%	84.8%	118.6%	110.0%	131.9%	-1.8%	Aug '26
Int’l Min Volatility- Franklin	42.92		0.4%	0.2%	2.1%	4.7%	6.8%	29.0%	27.1%	18.9%	91.0%	115.2%	111.9%	127.6%	-0.2%	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	126.18		0.4%	-2.0%	0.1%	6.2%	9.9%	34.4%	7.4%	24.5%	65.9%	89.2%	68.5%	93.4%	-2.0%	Aug '26
Mid Value- Pacer Cash Cows	72.23		1.4%	2.2%	11.9%	14.2%	12.9%	29.3%	9.0%	20.6%	51.4%	79.3%	66.7%	80.3%	NewNew Peak	Aug '26
Growth- S&P Momentum	148.57		0.2%	-3.1%	-0.8%	2.8%	24.4%	30.5%	26.6%	25.1%	162.2%	155.8%	142.9%	198.5%	-8.1%	Jun '26
Invesco S&P Quality	85.99		0.5%	-1.8%	0.3%	3.0%	7.6%	20.7%	13.2%	15.3%	74.6%	82.5%	71.5%	126.0%	-4.6%	Jun '26
Rotation Factor- BlackRock	69.10		0.3%	-1.6%	1.9%	4.1%	12.9%	23.9%	20.0%	14.1%	97.9%	104.6%	92.9%	161.4%	-1.8%	Aug '26
US Min Volatility- Fidelity	72.79		0.5%	-0.1%	4.3%	4.6%	7.7%	15.1%	11.8%	9.9%	52.7%	57.8%	49.5%	82.4%	-1.2%	Aug '26
Derivative Income- JPMorgan	57.90		0.3%	-0.2%	2.9%	5.4%	1.4%	10.3%	8.1%	6.1%	34.5%	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	75.97		0.3%	-0.6%	1.1%	2.4%	7.1%	13.8%	9.1%	7.4%	48.5%	64.0%	54.3%	70.6%	-0.6%	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)	344.27	1.1%	-0.5%	-0.8%	-11.1%	9.4%	72.8%	66.0%	10.1%	170.6%	152.7%	139.5%	256.0%	-14.4%	May '26
Meta (Communications)	549.56	0.7%	-6.8%	-14.6%	-9.4%	-16.0%	-25.4%	13.1%	-16.6%	91.2%	54.3%	63.8%	334.8%	-30.2%	Aug '25
Amazon (Cyclical)	258.76	-0.5%	-1.5%	4.5%	-3.6%	23.2%	16.6%	5.2%	12.1%	92.1%	61.7%	51.8%	129.2%	-8.9%	Aug '26
Tesla (Cyclical)	358.90	4.0%	4.9%	-5.3%	-14.1%	-12.8%	12.1%	11.4%	-20.2%	55.2%	58.3%	-10.3%	65.2%	-26.7%	Dec '25
Procter & Gamble (Defensive)	144.01	0.7%	-0.4%	-2.0%	1.2%	-9.1%	-6.6%	-12.3%	2.7%	2.7%	12.9%	-0.1%	28.5%	-15.9%	Dec '24
PepsiCo (Defensive)	142.66	0.4%	1.3%	5.7%	-3.2%	-11.8%	-0.5%	-1.8%	1.3%	-10.5%	5.5%	-4.7%	-4.6%	-18.7%	May '23
Coca-Cola (Defensive)	90.52	0.02%	3.2%	10.4%	12.2%	14.9%	31.7%	15.6%	31.2%	63.6%	85.3%	74.3%	83.4%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	165.84	-0.2%	4.3%	10.0%	7.5%	14.1%	56.2%	16.0%	40.6%	68.4%	274.7%	206.9%	92.1%	-2.0%	Mar '26
Chevron (Energy)	205.51	-0.13%	3.7%	8.5%	8.5%	13.7%	37.3%	10.1%	38.6%	45.3%	166.3%	108.2%	53.2%	-0.9%	Mar '26
JPMorgan Chase (Financial)	353.10	0.4%	-2.7%	2.3%	17.1%	14.7%	23.5%	37.3%	11.1%	152.3%	158.6%	146.0%	272.2%	-3.3%	Aug '26
Visa (Financial)	370.69	1.4%	1.8%	4.4%	12.2%	16.0%	8.7%	11.8%	6.3%	58.4%	66.4%	73.6%	114.5%	NewNew Peak	Aug '26
Mastercard (Financial)	580.28	1.1%	1.9%	7.8%	16.3%	10.6%	-1.4%	9.0%	2.1%	50.2%	68.4%	60.9%	109.4%	-2.5%	Aug '25
Bank of America (Financial)	62.14	0.5%	-3.6%	1.5%	21.3%	18.4%	31.6%	28.0%	14.2%	129.8%	74.0%	50.6%	128.9%	-4.1%	Aug '26
UnitedHealth (Health)	391.35	1.7%	-2.6%	-10.3%	2.9%	36.8%	32.5%	-33.1%	20.2%	-16.5%	-0.6%	-15.5%	-15.9%	-34.8%	Nov '24
Johnson & Johnson (Health)	271.60	1.6%	4.3%	8.4%	17.9%	13.2%	55.6%	47.5%	32.7%	77.1%	74.2%	80.0%	86.1%	-0.7%	Aug '26
Eli Lilly (Health)	1268.86	2.0%	7.5%	8.1%	22.0%	26.1%	79.9%	40.2%	18.6%	135.5%	390.1%	387.1%	303.4%	-0.9%	Aug '26
Union Pacific (Industrials)	305.33	0.4%	4.0%	4.2%	15.6%	15.9%	38.6%	3.9%	33.4%	45.8%	52.8%	36.6%	73.4%	-0.6%	Jul '26
Honeywell (Industrials)	218.33	0.00%	-6.7%	-4.7%	-6.7%	-13.5%	3.6%	-6.4%	8.2%	25.7%	7.5%	17.9%	38.9%	-15.4%	Mar '26
Nvidia (IT)	215.81	-0.5%	-4.2%	4.1%	-1.6%	13.8%	23.5%	38.9%	15.9%	360.4%	940.3%	618.7%	1781.2%	-8.3%	May '26
Broadcom (IT)	368.61	1.3%	-6.2%	-4.6%	-10.9%	11.2%	28.2%	50.6%	6.9%	341.7%	752.1%	502.1%	806.2%	-23.3%	Jun '26
Adobe (IT)	276.23	1.5%	4.6%	21.6%	13.2%	6.8%	-21.8%	-21.3%	-21.1%	-46.9%	-57.3%	-51.1%	-3.5%	-56.5%	Feb '24
Oracle (IT)	146.92	3.4%	-2.4%	15.6%	-22.3%	-0.1%	-36.3%	18.1%	-23.9%	30.5%	76.7%	78.2%	141.4%	-54.7%	Sep '25
salesforce.com (IT)	210.39	2.4%	7.2%	23.7%	19.6%	14.2%	-13.7%	-20.2%	-20.2%	2.4%	-16.4%	-16.2%	50.4%	-42.1%	Dec '24
Linde PLC (Materials)	488.79	1.6%	1.3%	-3.2%	-4.7%	-0.9%	3.0%	3.2%	15.4%	34.6%	66.7%	53.4%	89.1%	-10.6%	Jul '26
Sherwin-Williams (Materials)	347.53	0.2%	-3.2%	9.1%	12.6%	-3.2%	-3.8%	-3.8%	7.8%	31.7%	18.2%	6.8%	78.5%	-11.9%	Nov '24
American Tower (Real Estate)	176.13	0.2%	0.3%	7.8%	-3.2%	-4.1%	-12.8%	-0.9%	2.3%	11.8%	-29.2%	-28.8%	8.9%	-22.2%	Sep '24
Prologis Inc. (Real Estate)	140.35	-0.2%	-0.5%	-6.4%	-2.3%	0.7%	33.7%	25.1%	11.6%	28.6%	20.7%	-2.5%	57.1%	-6.5%	Jul '26
NextEra Energy (Utilities)	84.45	-0.7%	-2.0%	-4.0%	-5.2%	-7.1%	14.2%	15.5%	6.7%	37.5%	11.6%	4.1%	29.1%	-13.1%	Apr '26
Duke Energy (Utilities)	120.46	-1.8%	-2.8%	-3.5%	-2.5%	-3.3%	0.4%	12.7%	5.5%	50.5%	36.2%	39.8%	63.6%	-8.2%	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	69.83		0.3%	-0.7%	1.8%	2.4%	5.0%	15.2%	16.4%	8.7%	51.0%	40.4%	36.6%	73.4%	-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	77580.26	6.2%	23.2%	16.7%	0.1%	14.1%	-31.0%	-6.3%	-11.3%	197.0%	57.2%	67.0%	305.0%	-37.8%	Oct '25
Ethereum	2397.22	3.0%	27.5%	24.3%	12.5%	21.7%	-43.2%	-11.0%	-19.2%	43.8%	-27.1%	-36.3%	85.1%	-50.4%	Aug '25
BNB	679.39	3.7%	11.8%	18.4%	3.4%	8.6%	-19.0%	23.1%	-21.3%	222.5%	49.3%	32.7%	150.7%	-48.1%	Oct '25
Solana	91.52	4.4%	21.5%	17.2%	5.0%	8.1%	-49.2%	-34.2%	-26.5%	331.5%	16.3%	-46.3%	193.7%	-65.1%	Jan '25
Bitcoin ETF	43.97	6.7%	23.4%	16.7%	-0.1%	14.4%	-31.0%	-6.4%	-11.4%	-	-	-	-	-38.3%	Oct '25
Grayscale Bitcoin (hi fee)	60.08	6.8%	23.4%	16.7%	-0.3%	13.8%	-31.8%	-7.6%	-12.1%	286.5%	68.0%	94.1%	493.3%	-39.0%	Oct '25
Bloomberg Commodities	25.50	0.7%	3.8%	5.2%	1.7%	18.8%	43.5%	14.9%	30.5%	52.3%	80.4%	65.7%	43.7%	-1.6%	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	5.27	0.6%	0.1%	2.7%	3.1%	11.5%	7.0%	1.1%	8.9%	18.3%	181.2%	161.4%	35.7%	-0.7%	Aug '26
10yr Treasury rate	4.73	0.8%	0.8%	2.3%	3.2%	15.9%	9.3%	-9.0%	13.7%	9.0%	275.7%	190.8%	21.3%	-5.1%	Oct '23
5yr Treasury rate	4.43	0.9%	1.5%	1.3%	4.0%	21.3%	14.8%	-15.0%	18.9%	-0.7%	463.8%	224.2%	7.6%	-10.8%	Oct '23
13-week T-bill	3.71	0.3%	0.4%	-0.5%	3.7%	3.3%	-10.1%	-15.7%	4.7%	-29.7%	8534.9%	6905.7%	5.1%	-30.6%	Oct '23
Crude Oil	86.85	-1.1%	5.4%	2.3%	-9.9%	30.8%	36.7%	-19.9%	51.3%	7.6%	39.4%	14.2%	-0.5%	-23.1%	Apr '26
Gold	4652.90	3.0%	6.2%	14.3%	2.5%	-8.0%	39.4%	64.5%	7.6%	145.8%	161.3%	158.6%	178.6%	-12.5%	Jan '26
USD/EUR	0.86	0.09%	-0.9%	-2.4%	-0.5%	0.8%	-0.6%	-11.4%	0.6%	-6.7%	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	158.99	0.06%	-0.2%	-2.6%	0.0%	2.5%	7.1%	-0.4%	1.6%	8.7%	-	38.1%	8.3%	-3.0%	Jul '26
S&P 500 Volatility Index	15.33	-4.2%	7.6%	-10.1%	-8.5%	-19.7%	-7.7%	-13.8%	2.5%	-10.5%	-17.4%	-7.7%	-54.3%	-70.7%	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	50.45		-0.02%	0.0%	0.4%	0.9%	1.1%	4.0%	6.1%	1.9%	19.0%	19.3%	19.5%	24.8%	-0.1%	Aug '26
Interm Muni- JPMorgan	49.66		-0.1%	-0.5%	-0.6%	0.3%	-1.1%	4.2%	4.3%	0.4%	11.7%	4.5%	4.7%	16.3%	-1.5%	Jul '26
Interm Bond- Janus MSB	44.35		-0.3%	-0.2%	-0.1%	0.1%	-1.6%	4.1%	8.8%	0.1%	17.5%	3.0%	3.6%	20.5%	-2.1%	Feb '26
Interm Bond- Vanguard	75.39		-0.2%	-0.3%	-0.1%	0.0%	-2.0%	1.9%	8.5%	-0.7%	15.9%	-0.9%	1.4%	19.0%	-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	47.85		0.05%	-0.1%	0.2%	0.9%	-0.8%	3.3%	8.2%	0.9%	19.9%	14.4%	14.8%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	71.68		-0.2%	-0.2%	-1.1%	-2.0%	-4.7%	0.3%	7.2%	-2.4%	14.9%	-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	56.49		-0.2%	-0.6%	-0.6%	0.2%	-1.5%	4.6%	3.4%	0.0%	10.0%	2.0%	2.0%	13.8%	-1.9%	Feb '26

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