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S&P 500

Return

59.2%

[

17.8%

annualized]

Dec 29 2023 - Nov 02 2026

DJIA (Large Value)

Return

38.6%

[

12.2%

annualized]

Dec 29 2023 - Nov 02 2026

Russell 2000 (Small Cap)

Return

39.2%

[

12.3%

annualized]

Dec 29 2023 - Nov 02 2026

Performance Range:

As of Nov 02 02:00 PM EDT, next update at 02:10 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	7593.02	0.2%	-1.1%	-1.7%	1.4%	5.0%	11.0%	16.4%	10.9%	75.9%	64.0%	23.6%	52.4%	-2.9%	Oct '26
DJIA (Large Value)	52249.17	0.9%	-0.2%	2.1%	-0.4%	5.6%	9.9%	13.0%	8.7%	54.4%	44.9%	17.1%	38.8%	-3.9%	Aug '26
Russell 2000 (Small Cap)	2822.24	0.4%	1.3%	-0.4%	-3.7%	0.3%	13.8%	11.3%	13.7%	64.6%	19.5%	23.6%	60.3%	-8.0%	Aug '26
NASDAQ Comp (Tech/Growth)	25418.86	-0.07%	-2.9%	-6.5%	0.2%	1.2%	7.1%	20.4%	9.4%	91.2%	62.4%	26.7%	66.5%	-7.9%	Oct '26
Aggregate Bond	96.22	-0.1%	0.2%	2.1%	-0.1%	-1.0%	-0.4%	7.2%	-0.7%	15.0%	-1.1%	5.5%	4.6%	-2.5%	Feb '26
Corp Bond	104.07	-0.2%	0.1%	2.2%	-0.8%	-2.2%	-2.0%	7.9%	-2.2%	17.0%	-4.7%	4.4%	5.9%	-3.9%	Feb '26
High Yield Bond	77.06	-0.5%	-0.2%	0.2%	-1.6%	-1.4%	1.1%	8.6%	-0.1%	24.2%	17.4%	6.5%	11.1%	-2.6%	Aug '26
Preferred	28.38	-0.3%	-1.2%	-4.0%	-5.5%	-7.5%	-4.1%	4.9%	-4.6%	14.7%	-3.3%	-1.4%	6.6%	-8.4%	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	53.74	1.9%	4.6%	10.0%	7.1%	5.5%	27.7%	9.9%	20.0%	46.7%	37.5%	23.5%	48.8%	NewNew Peak	Nov '26
Consumer Discretionary/Cyclical	118.60	2.8%	3.8%	7.8%	2.4%	0.4%	-0.3%	7.4%	-0.1%	53.9%	21.5%	6.4%	36.1%	-4.2%	Jan '26
Financial Services	57.63	2.0%	2.9%	7.7%	1.6%	11.8%	11.8%	14.9%	6.5%	81.0%	55.4%	13.3%	34.1%	-1.2%	Sep '26
Real Estate	94.91	1.0%	1.9%	6.0%	-3.2%	0.6%	10.5%	3.3%	10.3%	40.9%	4.7%	10.2%	25.9%	-5.2%	Jul '26
Communication Services	100.92	1.0%	-2.8%	-8.5%	-6.5%	-13.0%	-11.0%	23.1%	-13.5%	57.0%	32.3%	-1.8%	19.3%	-15.2%	Jan '26
Energy	67.64	-3.4%	-2.9%	7.7%	14.3%	16.5%	57.8%	7.9%	54.3%	69.8%	178.1%	54.9%	85.1%	-3.4%	Oct '26
Industrials	170.06	1.6%	1.9%	0.1%	-5.2%	-1.2%	10.9%	19.3%	10.5%	76.0%	74.3%	25.2%	48.8%	-8.6%	Aug '26
Technology	176.44	-1.7%	-5.3%	-11.7%	0.7%	9.3%	18.0%	24.6%	23.0%	111.5%	125.0%	47.1%	97.9%	-12.7%	Oct '26
Consumer Staples/Defensive	90.89	1.6%	3.3%	12.9%	7.6%	9.5%	22.4%	1.5%	19.3%	43.5%	44.4%	16.7%	24.0%	NewNew Peak	Nov '26
Healthcare	184.50	-0.2%	2.9%	11.0%	13.9%	28.1%	30.0%	14.5%	20.7%	53.0%	48.8%	29.8%	42.4%	-0.2%	Oct '26
Utilities	43.74	0.7%	2.8%	9.8%	-0.7%	-4.8%	1.0%	16.0%	4.6%	55.5%	51.1%	14.4%	24.7%	-6.5%	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	156.61	0.4%	-0.6%	-2.2%	0.1%	3.9%	12.4%	22.4%	11.4%	77.5%	61.4%	29.2%	54.7%	-3.6%	Aug '26
MSCI Emerging Markets	61.55	0.8%	-0.4%	-9.0%	-4.0%	-3.5%	13.5%	34.0%	13.1%	75.4%	36.2%	42.0%	64.5%	-13.6%	Jun '26
FTSE Europe	88.26	0.8%	2.0%	2.2%	-2.3%	2.9%	13.3%	35.8%	7.8%	67.8%	49.8%	33.2%	47.5%	-5.1%	Aug '26
MSCI Japan	93.14	0.2%	-1.2%	-5.8%	0.8%	6.0%	16.4%	25.9%	16.0%	66.8%	51.4%	40.7%	58.9%	-6.2%	Oct '26
MSCI India	48.49	1.6%	4.1%	4.2%	-2.6%	-1.3%	-10.2%	2.7%	-10.3%	11.4%	5.3%	-2.6%	-1.4%	-13.2%	Jun '25
MSCI China	49.69	1.3%	1.2%	-3.0%	-10.9%	-13.3%	-20.4%	31.0%	-16.7%	27.3%	-18.2%	-4.8%	13.1%	-24.4%	Oct '25
International Bond	47.35	-0.07%	0.2%	1.1%	-0.1%	-0.1%	-0.6%	2.9%	0.1%	12.7%	1.1%	2.9%	2.5%	-1.9%	Feb '26
iShares Latin America	32.40	0.8%	-3.2%	-7.4%	-8.4%	-9.4%	14.3%	52.7%	7.8%	44.6%	86.3%	43.5%	61.1%	-15.2%	Oct '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	695.72	0.1%	-1.1%	-1.7%	1.6%	5.6%	12.2%	17.8%	11.9%	82.6%	75.7%	26.0%	55.0%	-2.9%	Oct '26
US Large Growth	117.39	-0.2%	-2.9%	-7.6%	-0.7%	-2.0%	-2.6%	19.8%	-0.5%	81.9%	75.2%	14.9%	48.7%	-9.1%	Oct '26
US Large Value	260.21	0.6%	0.7%	4.3%	3.7%	13.5%	29.2%	15.7%	25.0%	82.9%	72.5%	36.5%	59.8%	-0.2%	Oct '26

US MidCap Blend	81.93	0.6%	0.8%	2.9%	1.6%	6.8%	15.6%	17.0%	14.1%	87.6%	69.8%	27.0%	51.6%	-2.6%	Aug '26
US MidCap Growth	287.99	0.5%	-0.7%	-3.2%	-2.4%	1.3%	-0.7%	10.7%	3.7%	56.3%	15.3%	6.7%	34.4%	-8.2%	Aug '26
US MidCap Value	212.74	0.8%	1.8%	7.4%	4.5%	10.9%	26.0%	12.1%	21.8%	75.2%	61.3%	32.3%	54.6%	NewNew Peak	Nov '26

US Small Blend	293.07	1.0%	1.6%	1.4%	-0.4%	3.5%	16.5%	8.9%	14.7%	67.0%	34.8%	20.8%	54.3%	-5.0%	Aug '26
US Small Growth	350.93	-0.2%	0.9%	-2.7%	-5.2%	-3.0%	6.6%	12.9%	8.9%	68.9%	14.9%	19.3%	57.7%	-11.2%	Aug '26
US Small Value	216.76	1.0%	1.5%	2.1%	-1.6%	4.9%	24.4%	12.4%	20.9%	72.5%	39.2%	33.3%	68.6%	-4.3%	Aug '26

Foreign Large Blend	103.94	0.6%	1.0%	0.0%	-1.5%	3.4%	13.8%	31.6%	9.9%	65.7%	50.2%	33.9%	49.9%	-4.5%	Aug '26
Foreign Growth	119.42	0.7%	1.3%	-1.4%	-1.7%	1.3%	5.7%	20.7%	5.7%	45.3%	16.2%	18.2%	37.5%	-6.1%	Aug '26
Foreign Value	79.64	0.5%	0.7%	1.5%	-1.5%	5.7%	22.2%	42.2%	14.5%	87.9%	91.2%	50.5%	63.0%	-4.1%	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	22.56		-1.1%	-0.7%	-1.1%	-0.4%	1.2%	1.9%	3.6%	1.7%	17.3%	28.0%	4.6%	8.2%	-1.7%	Sep '26
Ultra Short- Janus AAA CLO	50.49		0.09%	0.2%	0.4%	1.2%	2.4%	4.9%	5.2%	3.8%	19.3%	28.1%	8.4%	8.9%	NewNew Peak	Nov '26
Bank Loan- Invesco	20.42		-0.02%	0.6%	0.3%	1.9%	2.5%	4.1%	6.9%	2.5%	21.7%	30.7%	8.9%	12.8%	-0.2%	Oct '26
Interval CEF- Cliffwater	10.20	p	EOD	0.1%	-2.0%	-0.9%	0.6%	4.0%	8.9%	2.4%	28.4%	53.0%	9.9%	9.7%	-2.0%	Oct '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	58.25		0.4%	-0.3%	-1.7%	-0.7%	2.3%	10.9%	17.7%	9.9%	83.0%	105.1%	23.8%	52.8%	-4.1%	Aug '26
Int’l Min Volatility- Franklin	43.15		-0.07%	0.3%	3.7%	1.9%	8.2%	28.0%	27.1%	20.5%	86.2%	120.5%	46.7%	61.0%	-0.1%	Oct '26
MidCap 30 - Hennessy (hi fee)	25.40	p	EOD	1.1%	-1.4%	-8.8%	-9.0%	5.0%	3.0%	4.7%	62.2%	95.1%	6.9%	36.2%	-14.4%	Jun '26
Small Value- Avantis	124.69		1.0%	1.6%	3.9%	-0.1%	4.7%	29.2%	7.4%	23.4%	70.2%	68.5%	31.4%	69.7%	-2.8%	Aug '26
Mid Value- Pacer Cash Cows	71.64		0.4%	0.5%	6.1%	7.7%	13.6%	26.3%	9.0%	20.4%	54.7%	72.2%	26.1%	55.4%	-0.8%	Sep '26
Growth- S&P Momentum	133.34		-2.2%	-5.1%	-13.0%	-7.1%	-0.5%	10.5%	26.6%	12.4%	134.7%	116.7%	31.1%	63.2%	-17.4%	Jun '26
Invesco S&P Quality	83.58		0.7%	0.0%	-1.5%	-1.1%	3.9%	14.1%	13.2%	12.2%	73.5%	73.3%	19.6%	43.4%	-7.1%	Jun '26
Rotation Factor- BlackRock	67.24		-0.2%	-1.9%	-3.9%	-0.1%	5.2%	11.5%	20.0%	11.3%	96.3%	89.1%	27.4%	56.7%	-4.9%	Oct '26
US Min Volatility- Fidelity	74.93		0.5%	1.0%	5.2%	4.7%	9.1%	15.5%	11.8%	13.5%	57.6%	59.6%	21.4%	40.7%	NewNew Peak	Nov '26
Derivative Income- JPMorgan	57.54		-0.03%	0.8%	2.6%	2.1%	4.6%	9.6%	8.1%	6.7%	35.9%	43.1%	10.6%	27.4%	-0.7%	Oct '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	18.56	p	EOD	0.3%	2.1%	6.1%	9.0%	18.1%	6.5%	17.4%	37.1%	55.0%	23.2%	28.6%	-0.1%	Oct '26
Multistrategy- AQR	15.49	p	EOD	-0.6%	-0.1%	4.6%	5.7%	12.0%	16.4%	10.6%	45.8%	86.3%	21.8%	27.0%	-0.9%	Oct '26
Long Short- AQR	21.67	p	EOD	-2.4%	-4.1%	1.5%	5.5%	9.0%	34.4%	2.4%	81.0%	190.8%	27.9%	33.1%	-4.4%	Sep '26
Mkt Neutral- BlackRock	15.81	p	EOD	-1.3%	-2.6%	3.3%	8.8%	22.4%	18.3%	16.7%	75.6%	97.8%	36.7%	30.5%	-2.6%	Oct '26
Multi Strategy- Variant	25.64	p	EOD	-0.6%	-0.2%	1.0%	2.4%	5.5%	7.2%	4.3%	19.3%	41.4%	10.7%	9.8%	-0.7%	Oct '26
Long Short- First Trust	76.16		-0.3%	-1.3%	-1.5%	1.8%	3.9%	8.3%	9.1%	7.9%	46.6%	59.8%	14.0%	28.7%	-2.5%	Oct '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)	283.67	1.4%	-10.5%	-17.4%	-20.3%	-26.4%	1.1%	66.0%	-9.2%	124.6%	96.9%	54.0%	97.0%	-29.5%	May '26
Meta (Communications)	612.03	-0.5%	-2.9%	-15.9%	10.0%	0.7%	-5.3%	13.1%	-7.0%	98.8%	88.3%	-12.5%	20.5%	-22.2%	Aug '25
Amazon (Cyclical)	249.16	3.7%	0.0%	-0.9%	-8.3%	-7.1%	2.0%	5.2%	7.9%	80.5%	50.4%	9.9%	46.0%	-12.3%	Aug '26
Tesla (Cyclical)	406.70	1.7%	3.9%	9.7%	30.7%	4.1%	-10.9%	11.4%	-9.6%	86.1%	4.1%	12.8%	83.3%	-17.0%	Dec '25
Procter & Gamble (Defensive)	164.21	1.6%	2.7%	14.1%	14.4%	13.1%	12.4%	-12.3%	17.9%	17.4%	29.7%	3.5%	8.8%	-2.2%	Mar '25
PepsiCo (Defensive)	140.34	2.2%	3.6%	11.5%	1.6%	-8.9%	0.0%	-1.8%	0.8%	-6.3%	1.4%	3.1%	6.3%	-15.2%	Feb '26
Coca-Cola (Defensive)	95.94	2.0%	3.5%	12.0%	10.2%	23.6%	43.0%	15.6%	39.9%	83.2%	98.0%	43.7%	46.1%	NewNew Peak	Nov '26
Exxon Mobil (Energy)	180.67	-3.5%	-2.1%	10.2%	17.0%	19.9%	62.6%	16.0%	53.1%	82.7%	232.1%	71.7%	87.9%	-3.5%	Oct '26
Chevron (Energy)	228.31	-3.1%	-1.6%	10.5%	17.0%	21.9%	50.5%	10.1%	54.0%	74.0%	145.1%	54.5%	77.4%	-3.1%	Oct '26
JPMorgan Chase (Financial)	341.45	1.3%	2.2%	3.2%	-2.5%	10.3%	11.9%	37.3%	8.0%	157.3%	126.8%	26.6%	62.0%	-6.0%	Aug '26
Visa (Financial)	425.55	2.9%	5.3%	18.0%	16.4%	30.2%	25.9%	11.8%	22.1%	79.0%	111.3%	21.2%	39.6%	NewNew Peak	Nov '26
Mastercard (Financial)	659.90	3.4%	7.6%	19.7%	15.3%	33.6%	20.3%	9.0%	16.3%	75.6%	107.0%	17.3%	39.0%	NewNew Peak	Nov '26
Bank of America (Financial)	50.03	0.04%	-1.0%	-6.9%	-18.8%	-5.1%	-4.4%	28.0%	-7.6%	94.6%	18.1%	13.0%	47.5%	-22.4%	Aug '26
UnitedHealth (Health)	398.05	-2.2%	-3.1%	7.0%	-3.4%	9.2%	19.6%	-33.1%	23.0%	-20.9%	-3.6%	-18.6%	-25.1%	-30.9%	Apr '25
Johnson & Johnson (Health)	269.54	-1.3%	1.2%	5.3%	5.7%	19.9%	45.9%	47.5%	32.3%	95.4%	87.2%	77.3%	86.7%	-3.2%	Sep '26
Eli Lilly (Health)	1407.17	-0.7%	10.0%	23.1%	22.7%	46.5%	64.1%	40.2%	31.6%	147.5%	473.3%	64.0%	95.8%	-0.7%	Oct '26
Union Pacific (Industrials)	307.35	1.1%	3.5%	10.4%	5.7%	16.5%	42.4%	3.9%	34.9%	55.3%	43.1%	29.3%	52.5%	-0.6%	Aug '26
Honeywell (Industrials)	224.40	2.8%	2.3%	4.9%	-7.4%	1.5%	8.4%	-6.4%	11.2%	29.6%	13.7%	11.5%	27.9%	-13.0%	Mar '26
Nvidia (IT)	205.35	0.3%	-4.9%	-12.2%	2.4%	3.7%	1.7%	38.9%	10.4%	373.4%	681.2%	47.9%	113.8%	-14.2%	Oct '26
Broadcom (IT)	326.70	0.2%	-0.8%	-8.0%	-15.9%	-22.2%	-11.0%	50.6%	-5.1%	287.3%	564.5%	44.9%	111.8%	-31.9%	Jun '26
Adobe (IT)	253.89	1.5%	-1.8%	6.8%	1.4%	1.3%	-25.4%	-21.3%	-27.5%	-54.6%	-60.4%	-44.4%	-25.3%	-45.3%	Feb '25
Oracle (IT)	121.27	-7.2%	-3.8%	-14.5%	-6.3%	-28.9%	-53.2%	18.1%	-36.9%	17.6%	35.3%	-31.8%	-0.6%	-62.5%	Sep '25
salesforce.com (IT)	230.05	0.4%	-7.1%	-2.0%	25.2%	25.7%	-10.9%	-20.2%	-12.6%	12.7%	-22.6%	-28.2%	-4.4%	-35.2%	Jan '25
Linde PLC (Materials)	521.76	1.5%	2.8%	8.8%	9.4%	3.4%	26.4%	3.2%	23.6%	39.1%	70.4%	15.6%	28.8%	-4.2%	Jul '26
Sherwin-Williams (Materials)	352.57	6.0%	5.2%	10.3%	3.7%	11.4%	3.2%	-3.8%	9.6%	47.6%	17.9%	1.8%	14.0%	-5.1%	Sep '25
American Tower (Real Estate)	188.15	0.2%	-0.1%	16.0%	9.7%	5.7%	9.4%	-0.9%	10.4%	13.6%	-21.7%	6.4%	-1.9%	-15.0%	Jul '25
Prologis Inc. (Real Estate)	129.80	1.4%	2.8%	0.7%	-9.5%	-6.8%	7.9%	25.1%	4.1%	36.5%	2.3%	13.1%	51.9%	-12.8%	Jul '26
NextEra Energy (Utilities)	85.34	1.9%	4.0%	11.1%	-1.1%	-10.7%	7.9%	15.5%	8.6%	55.7%	14.3%	30.2%	39.1%	-11.5%	Apr '26
Duke Energy (Utilities)	128.34	0.7%	3.1%	12.4%	3.2%	1.5%	6.9%	12.7%	12.4%	59.8%	51.9%	20.9%	16.6%	-2.2%	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	15.72	p	EOD	0.1%	1.1%	0.0%	0.3%	2.4%	9.4%	2.0%	25.5%	10.1%	10.0%	12.8%	-1.4%	Aug '26
Moderate-60% Stock	68.36		0.3%	0.0%	-0.3%	0.2%	2.1%	7.9%	16.4%	6.9%	50.4%	35.4%	20.4%	33.2%	-2.5%	Aug '26
Mod Agg-80% Stock	54.80	p	EOD	-0.6%	-1.6%	-0.3%	2.4%	10.0%	19.6%	8.8%	62.7%	45.5%	24.7%	43.0%	-3.6%	Aug '26
Aggressive-90% Stock	33.69	p	EOD	-0.7%	-3.0%	-1.2%	2.3%	12.6%	20.9%	11.3%	68.5%	46.8%	28.1%	51.0%	-4.5%	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	76881.50	-1.7%	-3.9%	-9.0%	22.4%	-1.7%	-29.8%	-6.3%	-12.1%	120.0%	21.6%	-20.4%	0.8%	-38.4%	Oct '25
Ethereum	2250.41	-1.0%	-3.0%	-15.7%	21.0%	-1.9%	-41.5%	-11.0%	-24.2%	25.0%	-50.9%	-17.1%	52.8%	-53.4%	Aug '25
BNB	697.08	-2.1%	-6.0%	-9.3%	18.9%	13.3%	-36.0%	23.1%	-19.3%	200.8%	25.7%	6.7%	25.9%	-46.8%	Oct '25
Solana	92.09	-2.5%	-8.6%	-22.4%	26.5%	10.0%	-50.8%	-34.2%	-26.0%	129.0%	-58.2%	-45.5%	-12.7%	-64.8%	Jan '25
Bitcoin ETF	43.49	0.3%	-3.8%	-8.9%	22.0%	-2.2%	-30.2%	-6.4%	-12.4%	-	-	-20.4%	-0.2%	-39.0%	Oct '25
Grayscale Bitcoin (hi fee)	59.30	0.3%	-3.8%	-8.9%	21.7%	-2.7%	-31.1%	-7.6%	-13.3%	141.6%	30.1%	-22.1%	-2.2%	-39.8%	Oct '25
Bloomberg Commodities	25.22	-2.0%	-3.4%	-2.6%	5.4%	0.0%	32.4%	14.9%	29.1%	47.8%	56.6%	35.4%	49.9%	-5.9%	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	5.26	-0.9%	-0.8%	-6.6%	-0.3%	5.9%	12.7%	1.1%	8.7%	9.1%	168.4%	10.4%	11.6%	-7.1%	Oct '26
10yr Treasury rate	4.89	-0.8%	-1.9%	-7.3%	3.1%	11.7%	19.2%	-9.0%	17.5%	4.7%	215.7%	7.8%	14.7%	-7.9%	Oct '26
5yr Treasury rate	4.69	-0.6%	-2.7%	-7.2%	5.2%	16.7%	26.3%	-15.0%	26.1%	1.2%	308.4%	7.4%	19.9%	-7.8%	Sep '26
13-week T-bill	3.98	0.3%	-1.0%	-0.2%	8.2%	11.5%	7.2%	-15.7%	12.3%	-24.4%	8755.6%	-5.5%	-4.6%	-7.0%	May '25
Crude Oil	96.26	-7.5%	-5.4%	5.7%	13.7%	-5.6%	57.9%	-19.9%	67.6%	16.7%	14.7%	33.2%	61.6%	-14.8%	Apr '26
Gold	3964.70	1.7%	-1.8%	-4.7%	-3.5%	-14.6%	-0.8%	64.4%	-8.7%	98.9%	121.6%	35.0%	32.6%	-25.5%	Jan '26
USD/EUR	0.89	-0.1%	0.2%	0.5%	2.9%	4.7%	3.3%	-11.4%	4.9%	-5.5%	3.6%	-6.7%	-2.0%	-8.5%	Jan '25
USD/JPY	157.89	0.06%	0.7%	0.0%	0.3%	0.5%	2.6%	-0.4%	0.9%	4.9%	38.4%	3.9%	8.3%	-3.6%	Jul '26
S&P 500 Volatility Index	20.05	3.2%	9.0%	31.0%	25.4%	18.0%	15.0%	-13.8%	34.1%	28.0%	25.1%	31.3%	-61.7%	-61.7%	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	50.19		0%	0.3%	0.9%	0.6%	1.2%	3.1%	6.1%	2.2%	18.8%	19.7%	7.6%	6.8%	NewNew Peak	Nov '26
Interm Muni- JPMorgan	48.92		-0.3%	0.1%	2.9%	-0.7%	-1.2%	0.0%	4.3%	-0.4%	13.1%	4.8%	3.3%	5.7%	-2.3%	Jul '26
Interm Bond- Janus MSB	43.40		0.00%	0.7%	3.1%	-0.3%	-1.4%	0.1%	8.8%	-0.8%	18.4%	2.2%	6.9%	5.8%	-2.9%	Feb '26
Interm Bond- Vanguard	74.18		-0.3%	0.3%	2.2%	-0.7%	-1.6%	-1.0%	8.5%	-1.6%	15.8%	-0.2%	5.9%	4.3%	-3.4%	Feb '26
Multisector Bond- Intrepid	8.66	p	EOD	-0.5%	-0.9%	-1.4%	-0.4%	2.4%	8.2%	1.4%	25.6%	31.0%	7.9%	10.8%	-1.8%	Aug '26
Int’l Bond- JPMorgan	46.81		-0.11%	0.2%	0.7%	-1.4%	-0.9%	-0.3%	8.2%	-0.7%	17.4%	13.6%	5.5%	6.1%	-2.6%	Feb '26
Long Bond- Vanguard	70.49		-0.2%	-0.2%	3.3%	-0.6%	-3.1%	-3.8%	7.2%	-3.1%	16.4%	-16.2%	2.6%	6.2%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.12	p	EOD	0.3%	2.9%	-1.1%	-1.4%	0.0%	4.4%	-0.2%	15.9%	5.1%	3.6%	6.5%	-2.7%	Jul '26
Long Muni- iShares	55.67		-0.2%	0.2%	3.0%	-0.8%	-1.4%	-0.4%	3.4%	-0.9%	11.0%	1.9%	2.9%	6.8%	-2.8%	Feb '26

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