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S&P 500

Return

61.8%

[

19.6%

annualized]

Dec 29 2023 - Sep 04 2026

DJIA (Large Value)

Return

41.7%

[

13.9%

annualized]

Dec 29 2023 - Sep 04 2026

Russell 2000 (Small Cap)

Return

46.8%

[

15.4%

annualized]

Dec 29 2023 - Sep 04 2026

Performance Range:

As of Sep 04 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	7718.60	-0.4%	0.1%	-0.1%	4.5%	13.0%	19.1%	16.4%	12.8%	71.6%	70.2%	60.9%	115.8%	-1.0%	Aug '26
DJIA (Large Value)	53414.20	-0.5%	-0.3%	-1.7%	5.0%	11.4%	17.7%	13.0%	11.1%	54.2%	51.0%	46.0%	82.9%	-1.7%	Aug '26
Russell 2000 (Small Cap)	2975.65	0.2%	0.1%	-1.4%	5.0%	15.1%	24.4%	11.3%	19.9%	58.2%	29.8%	30.9%	76.3%	-3.0%	Aug '26
NASDAQ Comp (Tech/Growth)	26506.99	-0.3%	0.4%	0.5%	3.1%	16.5%	22.1%	20.4%	14.0%	89.1%	72.5%	67.4%	154.5%	-2.2%	Jun '26
Aggregate Bond	97.00	0.05%	-0.5%	-0.7%	-0.5%	-1.6%	0.5%	7.2%	-0.6%	13.4%	-1.8%	-0.1%	16.6%	-2.4%	Feb '26
Corp Bond	105.48	-0.02%	-0.8%	-1.2%	-1.7%	-2.7%	-1.1%	7.9%	-1.7%	15.2%	-5.0%	-2.9%	23.1%	-3.4%	Feb '26
High Yield Bond	79.16	-0.06%	-0.7%	-0.5%	0.6%	1.3%	3.3%	8.6%	1.6%	26.1%	18.5%	18.3%	38.5%	-1.0%	Aug '26
Preferred	30.36	0%	-0.6%	-1.2%	-0.9%	-0.7%	0.4%	4.9%	1.0%	19.1%	2.9%	2.2%	25.5%	-3.0%	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	52.44	-0.3%	-1.4%	-0.4%	4.0%	4.0%	16.1%	9.9%	16.6%	35.0%	35.6%	28.2%	64.6%	-2.3%	Aug '26
Consumer Discretionary/Cyclical	114.91	-1.3%	-2.0%	-3.1%	0.2%	-1.0%	-1.5%	7.4%	-3.4%	38.7%	30.5%	13.5%	70.7%	-7.3%	Jan '26
Financial Services	58.10	-0.8%	0.0%	0.2%	11.5%	14.4%	11.2%	14.9%	7.0%	77.4%	66.4%	58.8%	104.3%	-0.8%	Sep '26
Real Estate	96.02	-0.7%	-1.3%	-2.9%	0.1%	3.5%	7.9%	3.3%	10.6%	32.6%	4.9%	-0.5%	46.0%	-4.9%	Jul '26
Communication Services	112.03	-1.2%	-0.8%	1.0%	0.6%	-4.9%	-1.1%	23.1%	-4.3%	72.7%	38.0%	50.2%	144.9%	-6.2%	Jan '26
Energy	64.06	-0.9%	2.2%	11.8%	11.9%	15.0%	51.2%	7.9%	45.3%	54.5%	215.8%	161.6%	81.2%	-1.6%	Sep '26
Industrials	175.27	0.4%	-1.1%	-5.9%	0.9%	2.4%	17.6%	19.3%	13.6%	71.1%	80.7%	78.8%	118.6%	-6.0%	Aug '26
Technology	187.28	0.7%	0.9%	0.7%	4.0%	33.9%	43.2%	24.6%	30.4%	116.0%	144.0%	120.7%	230.1%	-5.4%	Jun '26
Consumer Staples/Defensive	84.58	-0.8%	-1.0%	-0.9%	2.1%	0.3%	7.5%	1.5%	10.3%	28.3%	32.5%	23.5%	38.2%	-4.8%	Feb '26
Healthcare	171.45	-1.0%	0.2%	4.4%	12.5%	12.3%	26.5%	14.5%	11.7%	36.4%	35.8%	32.3%	49.7%	-2.4%	Aug '26
Utilities	43.08	0.12%	0.8%	-1.3%	-2.2%	-6.9%	6.1%	16.0%	2.3%	52.8%	44.0%	39.1%	56.9%	-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	161.89	-0.03%	0.5%	0.9%	5.5%	13.7%	22.6%	22.4%	15.2%	76.8%	67.8%	64.4%	123.4%	-0.4%	Aug '26
MSCI Emerging Markets	68.70	1.8%	2.3%	4.5%	6.9%	19.8%	38.9%	34.0%	26.2%	87.8%	45.6%	54.8%	118.1%	-3.5%	Jun '26
FTSE Europe	91.74	0%	-0.3%	-0.1%	6.7%	10.1%	20.3%	35.8%	11.7%	68.2%	54.0%	54.7%	126.7%	-1.6%	Aug '26
MSCI Japan	98.28	0.4%	2.5%	3.3%	8.9%	15.0%	29.5%	25.9%	22.4%	72.8%	54.3%	63.1%	122.2%	-0.2%	Aug '26
MSCI India	49.91	-0.02%	0.7%	-0.8%	5.4%	-0.9%	-4.9%	2.7%	-7.7%	13.4%	7.9%	8.1%	24.2%	-15.1%	Sep '24
MSCI China	54.91	1.0%	-0.6%	-2.0%	1.5%	-1.6%	-8.8%	31.0%	-8.0%	30.8%	-14.3%	-2.3%	49.5%	-16.5%	Oct '25
International Bond	47.45	0.11%	-0.3%	-1.1%	-0.7%	-1.2%	0.2%	2.9%	-0.2%	12.3%	-0.4%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	36.07	-0.8%	4.1%	2.8%	10.2%	7.0%	36.8%	52.7%	20.0%	62.2%	78.6%	107.8%	86.4%	-4.1%	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	708.01	-0.4%	0.1%	0.1%	4.7%	13.6%	20.4%	17.8%	13.6%	78.3%	82.4%	71.8%	127.6%	-1.0%	Aug '26
US Large Growth	123.41	-0.02%	0.5%	-0.4%	0.7%	9.2%	10.9%	19.8%	4.5%	84.9%	89.2%	77.9%	156.7%	-4.1%	Jun '26
US Large Value	257.63	-0.7%	-0.3%	0.6%	9.3%	17.6%	29.9%	15.7%	23.3%	72.5%	73.5%	66.8%	102.4%	-0.7%	Sep '26

US MidCap Blend	82.28	-0.2%	-0.3%	-0.3%	5.1%	10.3%	17.9%	17.0%	14.2%	77.9%	75.2%	68.3%	117.7%	-2.6%	Aug '26
US MidCap Growth	300.18	0.11%	-1.0%	-1.8%	2.4%	9.1%	5.1%	10.7%	7.9%	49.3%	23.7%	23.3%	82.0%	-4.4%	Aug '26
US MidCap Value	208.39	-0.4%	0.3%	0.8%	7.1%	11.1%	23.0%	12.1%	18.7%	63.4%	59.6%	53.3%	85.4%	-1.2%	Aug '26

US Small Blend	300.01	0.05%	-0.2%	-1.0%	4.4%	11.4%	19.0%	8.9%	17.1%	57.5%	41.3%	41.1%	83.0%	-3.0%	Aug '26
US Small Growth	377.54	0.12%	-0.4%	-2.4%	3.2%	15.1%	22.1%	12.9%	17.1%	61.7%	25.8%	31.2%	86.3%	-4.6%	Aug '26
US Small Value	224.62	0.4%	0.7%	-0.2%	7.6%	16.3%	29.8%	12.4%	24.7%	66.6%	50.2%	45.6%	83.5%	-1.2%	Aug '26

Foreign Large Blend	108.35	0.13%	0.6%	0.9%	7.6%	11.0%	22.1%	31.6%	14.6%	68.0%	54.7%	57.2%	118.6%	-0.4%	Aug '26
Foreign Growth	124.55	0.4%	-0.4%	-0.2%	4.7%	8.1%	14.2%	20.7%	10.2%	44.8%	19.4%	21.8%	84.6%	-2.0%	Aug '26
Foreign Value	82.97	-0.1%	1.5%	1.7%	10.8%	14.1%	29.8%	42.2%	19.3%	93.1%	96.7%	99.8%	156.3%	-0.1%	Sep '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	0.04%	-0.4%	0.4%	2.1%	4.2%	2.4%	3.6%	2.8%	19.8%	30.5%	28.8%	34.7%	-0.5%	Aug '26
Ultra Short- Janus AAA CLO	50.58	0.08%	-0.2%	0.1%	0.8%	2.3%	4.5%	5.2%	2.8%	19.0%	27.0%	26.7%	29.0%	-0.2%	Aug '26
Bank Loan- Invesco	20.61	0.10%	0.4%	1.2%	2.3%	4.0%	4.9%	6.9%	2.3%	22.1%	30.5%	29.8%	36.4%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.36	0.10%	0.1%	0.5%	1.6%	3.4%	6.8%	8.9%	4.0%	32.8%	57.3%	53.1%	46.1%	NewNew Peak	Sep '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	60.41	0.07%	0.6%	0.0%	5.1%	13.3%	20.0%	17.7%	13.7%	81.9%	115.9%	112.1%	134.2%	-0.8%	Aug '26
Int’l Min Volatility- Franklin	42.79	-0.12%	-0.2%	0.5%	6.7%	9.3%	29.8%	27.1%	18.5%	86.0%	115.6%	111.3%	126.8%	-1.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.90	0.9%	0.1%	-6.4%	-3.2%	8.6%	10.9%	3.0%	10.8%	66.6%	109.0%	106.9%	112.7%	-9.3%	Jun '26
Small Value- Avantis	126.93	0.5%	1.1%	-0.2%	6.4%	15.0%	27.6%	7.4%	25.2%	65.4%	82.1%	69.5%	94.5%	-1.4%	Aug '26
Mid Value- Pacer Cash Cows	71.30	-1.3%	-1.5%	4.8%	11.6%	12.0%	25.8%	9.0%	19.1%	48.2%	73.7%	64.5%	78.0%	-1.5%	Aug '26
Growth- S&P Momentum	149.72	1.6%	2.0%	-0.4%	3.9%	25.7%	29.0%	26.6%	26.0%	161.8%	148.1%	144.8%	200.9%	-7.4%	Jun '26
Invesco S&P Quality	85.32	0.2%	-0.5%	-1.5%	0.7%	9.3%	19.5%	13.2%	14.4%	69.1%	80.1%	70.2%	124.3%	-5.3%	Jun '26
Rotation Factor- BlackRock	70.05	-0.4%	0.7%	0.8%	6.5%	15.7%	23.0%	20.0%	15.7%	95.8%	102.1%	95.6%	165.0%	-0.4%	Aug '26
US Min Volatility- Fidelity	72.35	-0.9%	-1.0%	-0.8%	4.5%	7.8%	12.7%	11.8%	9.3%	49.7%	55.0%	48.6%	81.3%	-1.8%	Aug '26
Derivative Income- JPMorgan	57.22	-0.4%	-1.0%	-0.5%	4.4%	1.1%	8.5%	8.1%	4.8%	31.1%	40.4%	35.7%	55.0%	-1.6%	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	17.83	-0.2%	0.9%	1.7%	3.1%	10.5%	11.7%	6.5%	12.8%	33.6%	46.8%	46.0%	45.5%	-0.2%	Sep '26
Multistrategy- AQR	15.39	0.2%	1.6%	3.9%	4.1%	6.9%	15.9%	16.4%	9.9%	47.9%	83.7%	80.4%	61.3%	NewNew Peak	Sep '26
Long Short- AQR	22.38	0.09%	0.9%	3.9%	6.7%	8.4%	17.7%	34.4%	5.8%	96.7%	201.1%	173.1%	160.4%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.60	-0.3%	1.1%	1.7%	2.9%	12.6%	21.3%	18.3%	15.1%	79.3%	93.1%	94.6%	95.3%	-0.3%	Sep '26
Multi Strategy- Variant	25.72	0.08%	0.1%	-0.3%	0.5%	2.2%	5.8%	7.2%	3.0%	19.7%	41.6%	37.8%	29.2%	-0.6%	Aug '26
Long Short- First Trust	76.82	-0.3%	0.5%	1.5%	4.2%	8.6%	14.3%	9.1%	8.6%	48.9%	62.1%	56.0%	72.5%	-0.3%	Sep '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)	338.46	-1.1%	-2.3%	-6.6%	-8.1%	12.6%	44.4%	66.0%	8.3%	151.5%	137.6%	135.5%	250.0%	-15.9%	May '26
Meta (Communications)	616.77	1.0%	6.7%	4.8%	4.1%	-6.5%	-17.8%	13.1%	-6.4%	107.3%	65.4%	83.8%	388.0%	-21.7%	Aug '25
Amazon (Cyclical)	258.51	-0.2%	-3.0%	-5.2%	5.1%	18.1%	11.3%	5.2%	12.0%	88.3%	48.7%	51.7%	129.0%	-9.0%	Aug '26
Tesla (Cyclical)	354.08	-5.9%	1.5%	10.1%	-9.4%	-12.7%	0.9%	11.4%	-21.3%	38.0%	44.8%	-11.5%	63.0%	-27.7%	Dec '25
Procter & Gamble (Defensive)	146.44	-0.3%	1.9%	-0.2%	0.7%	-3.5%	-5.8%	-12.3%	4.5%	4.0%	15.6%	1.6%	30.7%	-14.5%	Dec '24
PepsiCo (Defensive)	137.63	-0.7%	-2.4%	-0.8%	-3.0%	-12.7%	-3.2%	-1.8%	-2.2%	-12.9%	1.9%	-8.0%	-8.0%	-21.5%	May '23
Coca-Cola (Defensive)	88.07	-0.8%	-1.8%	1.4%	11.5%	15.9%	33.3%	15.6%	27.7%	63.5%	80.0%	69.6%	78.4%	-4.3%	Aug '26
Exxon Mobil (Energy)	159.47	-1.7%	1.8%	5.9%	7.1%	7.2%	50.2%	16.0%	35.2%	55.0%	246.3%	195.1%	84.7%	-5.8%	Mar '26
Chevron (Energy)	208.60	-1.3%	3.3%	12.9%	12.3%	11.8%	41.1%	10.1%	40.7%	42.1%	161.5%	111.3%	55.5%	-1.5%	Sep '26
JPMorgan Chase (Financial)	358.64	-0.9%	0.3%	-0.2%	15.3%	23.4%	24.2%	37.3%	12.9%	163.8%	154.8%	149.8%	278.0%	-1.8%	Aug '26
Visa (Financial)	375.07	-1.0%	-1.7%	2.0%	16.1%	17.7%	10.2%	11.8%	7.6%	56.4%	73.0%	75.6%	117.0%	-2.4%	Aug '26
Mastercard (Financial)	579.21	-1.1%	-2.7%	1.5%	18.1%	10.8%	-0.2%	9.0%	2.0%	43.3%	75.4%	60.6%	109.0%	-3.4%	Aug '26
Bank of America (Financial)	62.68	-0.06%	0.6%	-0.9%	16.4%	27.2%	28.0%	28.0%	15.2%	133.9%	71.7%	51.9%	130.9%	-3.3%	Aug '26
UnitedHealth (Health)	397.14	-0.9%	1.1%	-3.8%	0.0%	39.4%	29.3%	-33.1%	21.9%	-12.2%	2.5%	-14.3%	-14.7%	-33.8%	Nov '24
Johnson & Johnson (Health)	275.23	-1.1%	2.7%	7.4%	18.8%	16.1%	57.7%	47.5%	35.1%	86.5%	80.8%	83.3%	89.5%	-1.1%	Sep '26
Eli Lilly (Health)	1149.36	-0.9%	-2.1%	-1.6%	1.7%	17.3%	59.0%	40.2%	7.5%	110.2%	363.4%	341.2%	265.4%	-10.2%	Aug '26
Union Pacific (Industrials)	289.62	0.2%	-5.3%	-1.5%	6.8%	12.4%	34.2%	3.9%	27.1%	43.4%	50.8%	30.2%	65.2%	-6.3%	Aug '26
Honeywell (Industrials)	209.61	1.0%	-3.6%	-15.3%	-6.3%	-15.4%	0.9%	-6.4%	3.8%	21.5%	2.9%	13.2%	33.3%	-18.7%	Mar '26
Nvidia (IT)	230.36	0.8%	5.9%	5.1%	12.3%	25.8%	38.1%	38.9%	23.7%	375.4%	911.8%	667.2%	1908.1%	-2.2%	May '26
Broadcom (IT)	357.90	0.2%	-3.0%	-14.4%	-7.1%	7.9%	7.7%	50.6%	3.8%	325.4%	689.9%	484.6%	779.9%	-25.6%	Jun '26
Adobe (IT)	266.51	-6.7%	-8.6%	2.8%	6.0%	-5.4%	-23.6%	-21.3%	-23.9%	-52.8%	-60.0%	-52.8%	-6.9%	-58.0%	Feb '24
Oracle (IT)	158.78	3.1%	5.3%	10.0%	-25.4%	3.3%	-31.0%	18.1%	-17.8%	32.7%	88.7%	92.6%	160.9%	-51.1%	Sep '25
salesforce.com (IT)	259.23	-2.0%	1.3%	34.3%	40.0%	29.4%	4.3%	-20.2%	-1.6%	20.6%	-1.3%	3.2%	85.3%	-28.6%	Dec '24
Linde PLC (Materials)	477.57	-1.0%	-2.1%	-2.4%	-5.7%	-1.6%	3.1%	3.2%	13.1%	30.0%	63.0%	50.4%	85.3%	-12.3%	Jul '26
Sherwin-Williams (Materials)	333.71	0.4%	-3.2%	-9.5%	9.6%	0.0%	-9.5%	-3.8%	3.7%	27.1%	13.6%	2.8%	71.8%	-15.2%	Nov '24
American Tower (Real Estate)	175.85	-1.1%	-0.2%	4.6%	-8.5%	-4.4%	-7.9%	-0.9%	2.1%	8.3%	-31.9%	-28.9%	8.8%	-22.3%	Sep '24
Prologis Inc. (Real Estate)	137.34	-0.7%	-2.4%	-2.4%	-4.3%	1.2%	24.8%	25.1%	9.2%	23.8%	14.1%	-4.6%	53.7%	-8.5%	Jul '26
NextEra Energy (Utilities)	83.43	-0.7%	1.9%	-2.2%	-2.1%	-7.1%	21.1%	15.5%	6.2%	37.8%	11.4%	3.7%	28.5%	-13.5%	Apr '26
Duke Energy (Utilities)	120.22	-1.0%	0.0%	-1.7%	-2.4%	-7.1%	3.2%	12.7%	5.3%	55.3%	37.9%	39.5%	63.3%	-8.3%	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	15.99	0.06%	-0.1%	-0.2%	0.9%	1.8%	5.1%	9.4%	2.9%	24.4%	10.4%	11.5%	33.6%	-0.5%	Aug '26
Moderate-60% Stock	70.09	-0.01%	0.2%	0.3%	3.4%	7.6%	13.9%	16.4%	9.2%	49.1%	38.2%	37.1%	74.1%	-0.4%	Aug '26
Mod Agg-80% Stock	56.55	-0.09%	0.3%	0.6%	4.4%	10.2%	18.3%	19.6%	12.3%	62.1%	50.5%	49.2%	95.9%	-0.5%	Aug '26
Aggressive-90% Stock	35.12	0.03%	0.5%	0.5%	5.5%	13.6%	23.3%	20.9%	16.0%	68.4%	54.2%	52.6%	103.7%	-0.5%	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	79635.64	-0.02%	2.3%	23.3%	30.7%	12.4%	-28.0%	-6.3%	-9.0%	208.9%	59.2%	71.4%	315.7%	-36.2%	Oct '25
Ethereum	2454.75	-0.01%	0.5%	28.8%	55.3%	18.5%	-43.0%	-11.0%	-17.3%	50.3%	-37.7%	-34.7%	89.6%	-49.2%	Aug '25
BNB	724.08	0.4%	4.8%	22.1%	26.6%	11.8%	-14.8%	23.1%	-16.1%	237.6%	48.2%	41.4%	167.2%	-44.7%	Oct '25
Solana	102.01	0.08%	-2.0%	37.9%	60.7%	15.0%	-49.9%	-34.2%	-18.1%	403.2%	-30.4%	-40.1%	227.3%	-61.0%	Jan '25
Bitcoin ETF	45.23	-2.4%	3.0%	23.1%	32.5%	12.0%	-28.7%	-6.4%	-8.9%	-	-	-	-	-36.6%	Oct '25
Grayscale Bitcoin (hi fee)	61.73	-2.4%	2.9%	23.0%	31.9%	11.2%	-29.6%	-7.6%	-9.7%	268.4%	67.8%	99.4%	509.6%	-37.3%	Oct '25
Bloomberg Commodities	25.93	-0.5%	1.9%	10.2%	8.5%	14.5%	43.6%	14.9%	32.8%	51.0%	72.3%	68.6%	46.2%	-0.6%	Sep '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	5.25	0.06%	0.8%	1.4%	4.9%	10.4%	9.9%	1.1%	8.4%	19.9%	170.0%	160.2%	35.1%	-1.2%	Aug '26
10yr Treasury rate	4.78	0.5%	1.4%	3.6%	5.5%	15.4%	17.1%	-9.0%	14.9%	12.1%	261.9%	193.9%	22.6%	-4.1%	Oct '23
5yr Treasury rate	4.55	0.9%	1.5%	5.2%	6.3%	21.6%	27.0%	-15.0%	22.2%	3.8%	479.6%	233.3%	10.7%	-8.3%	Oct '23
13-week T-bill	3.76	0.5%	0.7%	0.9%	3.6%	4.7%	-3.9%	-15.7%	5.9%	-28.8%	9292.5%	6988.7%	6.3%	-29.7%	Oct '23
Crude Oil	91.22	-0.09%	9.4%	21.3%	0.8%	12.6%	47.4%	-19.9%	58.9%	5.2%	31.6%	19.9%	4.5%	-19.2%	Apr '26
Gold	4477.20	-0.3%	0.0%	5.5%	3.2%	-11.6%	23.9%	64.5%	3.5%	132.4%	144.5%	148.8%	168.0%	-15.8%	Jan '26
USD/EUR	0.86	0.06%	-0.3%	-0.5%	-0.8%	0.1%	-	-11.4%	1.1%	-7.7%	-	-2.1%	-16.5%	-11.8%	Jan '25
USD/JPY	156.22	0.4%	-2.4%	-0.9%	-2.5%	-0.5%	-	-0.4%	-0.1%	5.9%	-	35.7%	6.5%	-4.7%	Jul '26
S&P 500 Volatility Index	14.53	1.5%	0.7%	-8.1%	-32.5%	-38.8%	-4.3%	-13.8%	-2.8%	3.7%	-11.5%	-12.5%	-56.7%	-72.2%	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	-0.04%	0.0%	0.1%	0.8%	1.2%	3.3%	6.1%	1.9%	18.8%	19.1%	19.5%	24.8%	-0.2%	Aug '26
Interm Muni- JPMorgan	48.98	0.08%	-1.2%	-1.7%	-2.2%	-2.1%	1.5%	4.3%	-1.0%	10.1%	3.3%	3.3%	14.7%	-2.9%	Jul '26
Interm Bond- Janus MSB	44.14	0%	-0.7%	-0.8%	-0.6%	-1.7%	1.6%	8.8%	-0.4%	16.1%	2.2%	3.1%	19.9%	-2.6%	Feb '26
Interm Bond- Vanguard	74.94	-0.03%	-0.6%	-1.1%	-0.7%	-2.2%	-0.5%	8.5%	-1.3%	14.3%	-1.5%	0.8%	18.3%	-3.1%	Feb '26
Multisector Bond- Intrepid	8.87	0%	-0.7%	-0.6%	0.3%	2.8%	4.2%	8.2%	2.5%	28.2%	33.3%	31.5%	38.2%	-0.7%	Aug '26
Int’l Bond- JPMorgan	47.63	0.1%	-0.4%	-0.9%	0.0%	-0.2%	1.8%	8.2%	0.4%	18.7%	13.5%	14.3%	28.3%	-1.4%	Feb '26
Long Bond- Vanguard	71.62	0.11%	-1.0%	-1.3%	-3.0%	-3.8%	-2.3%	7.2%	-2.5%	13.0%	-15.9%	-13.8%	21.7%	-5.4%	Oct '25
Long CA Muni- PIMCO	9.18	0%	-0.8%	-1.5%	-1.9%	-1.6%	3.0%	4.4%	-0.3%	12.9%	3.9%	3.7%	19.2%	-2.7%	Jul '26
Long Muni- iShares	55.70	-0.07%	-1.0%	-1.7%	-2.3%	-2.4%	1.8%	3.4%	-1.4%	8.3%	0.8%	0.6%	12.2%	-3.2%	Feb '26

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