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S&P 500

Return

58.9%

[

17.7%

annualized]

Dec 29 2023 - Nov 03 2026

DJIA (Large Value)

Return

37.3%

[

11.8%

annualized]

Dec 29 2023 - Nov 03 2026

Russell 2000 (Small Cap)

Return

39.5%

[

12.4%

annualized]

Dec 29 2023 - Nov 03 2026

Performance Range:

As of Nov 03 12:10 PM EDT, next update at 12:20 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	7577.87	0.5%	-1.9%	-1.9%	-0.3%	4.8%	10.6%	16.4%	10.7%	73.9%	62.6%	23.3%	52.1%	-3.1%	Oct '26
DJIA (Large Value)	51742.31	-0.5%	-1.2%	1.1%	-2.7%	4.5%	9.3%	13.0%	7.7%	51.9%	43.1%	15.9%	37.4%	-4.8%	Aug '26
Russell 2000 (Small Cap)	2828.22	0.8%	0.3%	-0.2%	-5.2%	0.5%	14.4%	11.3%	14.0%	60.6%	17.6%	23.9%	60.6%	-7.8%	Aug '26
NASDAQ Comp (Tech/Growth)	25417.26	1.0%	-4.0%	-6.5%	-1.9%	1.2%	6.6%	20.4%	9.4%	88.6%	60.8%	26.7%	66.5%	-7.9%	Oct '26
Aggregate Bond	95.93	-0.2%	-0.2%	1.8%	-0.7%	-1.3%	-0.6%	7.2%	-1.0%	13.9%	-1.2%	5.2%	4.2%	-2.8%	Feb '26
Corp Bond	103.60	-0.11%	-0.7%	1.7%	-1.5%	-2.7%	-2.2%	7.9%	-2.6%	15.9%	-4.9%	3.9%	5.4%	-4.3%	Feb '26
High Yield Bond	76.93	0.05%	-0.9%	0.0%	-2.0%	-1.5%	1.3%	8.6%	-0.3%	22.8%	17.0%	6.3%	10.9%	-2.8%	Aug '26
Preferred	28.34	0.3%	-1.7%	-4.1%	-6.5%	-7.6%	-4.2%	4.9%	-4.8%	12.7%	-3.3%	-1.6%	6.5%	-8.5%	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	52.72	-1.8%	1.8%	7.9%	3.8%	3.5%	26.1%	9.9%	17.7%	41.7%	33.5%	21.1%	45.9%	-1.8%	Nov '26
Consumer Discretionary/Cyclical	116.96	-1.0%	1.3%	6.3%	-0.8%	-1.0%	-2.6%	7.4%	-1.4%	49.6%	17.7%	4.9%	34.3%	-5.5%	Jan '26
Financial Services	57.16	-0.7%	2.3%	6.9%	0.0%	10.9%	11.3%	14.9%	5.6%	77.2%	53.6%	12.4%	33.1%	-2.0%	Sep '26
Real Estate	94.71	-0.4%	2.5%	5.8%	-3.6%	0.3%	10.4%	3.3%	10.1%	37.3%	4.1%	9.9%	25.6%	-5.4%	Jul '26
Communication Services	101.32	1.1%	-2.2%	-8.2%	-8.7%	-12.7%	-9.7%	23.1%	-13.2%	55.2%	32.3%	-1.4%	19.8%	-14.9%	Jan '26
Energy	67.10	-0.2%	-1.6%	6.8%	14.8%	15.5%	56.6%	7.9%	53.0%	70.1%	178.2%	53.7%	83.6%	-4.2%	Oct '26
Industrials	171.49	1.0%	2.1%	0.9%	-6.1%	-0.3%	12.3%	19.3%	11.4%	76.0%	76.1%	26.2%	50.0%	-7.8%	Aug '26
Technology	177.09	1.6%	-6.5%	-11.4%	-0.4%	9.7%	17.9%	24.6%	23.4%	110.1%	124.5%	47.7%	98.6%	-12.3%	Oct '26
Consumer Staples/Defensive	89.21	-1.8%	2.4%	10.8%	5.8%	7.4%	21.1%	1.5%	17.1%	40.7%	40.4%	14.6%	21.7%	-1.8%	Nov '26
Healthcare	184.96	0.2%	3.2%	11.3%	14.4%	28.5%	30.2%	14.5%	21.0%	52.6%	48.3%	30.1%	42.7%	NewNew Peak	Nov '26
Utilities	43.57	-0.2%	1.7%	9.4%	-1.1%	-5.1%	0.5%	16.0%	4.2%	54.0%	51.1%	14.0%	24.3%	-6.8%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	156.15	0.2%	-1.6%	-2.5%	-1.1%	3.6%	11.9%	22.4%	11.1%	74.9%	59.9%	28.9%	54.2%	-3.9%	Aug '26
MSCI Emerging Markets	61.22	0.2%	-2.1%	-9.5%	-4.8%	-4.0%	12.2%	34.0%	12.5%	71.0%	34.8%	41.2%	63.6%	-14.0%	Jun '26
FTSE Europe	87.68	-0.4%	0.7%	1.5%	-3.3%	2.2%	12.7%	35.8%	7.1%	65.3%	47.3%	32.3%	46.6%	-5.7%	Aug '26
MSCI Japan	92.88	0.04%	-2.5%	-6.1%	0.0%	5.7%	15.9%	25.9%	15.6%	63.5%	50.1%	40.3%	58.5%	-6.5%	Oct '26
MSCI India	48.81	0.7%	4.4%	4.9%	-2.7%	-0.6%	-10.0%	2.7%	-9.7%	11.4%	5.7%	-1.9%	-0.7%	-12.6%	Jun '25
MSCI China	49.36	-0.5%	0.6%	-3.7%	-11.7%	-13.9%	-20.9%	31.0%	-17.3%	23.2%	-19.6%	-5.5%	12.3%	-24.9%	Oct '25
International Bond	47.28	-0.1%	0.0%	0.9%	-0.7%	-0.2%	-0.7%	2.9%	-0.1%	12.1%	1.1%	2.7%	2.4%	-2.1%	Feb '26
iShares Latin America	31.84	-1.3%	-4.8%	-9.0%	-9.4%	-10.9%	11.8%	52.7%	5.9%	40.1%	80.4%	41.0%	58.3%	-16.7%	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	694.36	0.4%	-1.9%	-1.9%	0.0%	5.4%	11.8%	17.8%	11.7%	80.6%	74.3%	25.8%	54.7%	-3.0%	Oct '26
US Large Growth	117.73	1.3%	-3.7%	-7.4%	-2.5%	-1.8%	-2.8%	19.8%	-0.2%	80.7%	74.3%	15.2%	49.1%	-8.9%	Oct '26
US Large Value	258.79	-0.2%	0.1%	3.8%	2.2%	12.9%	28.8%	15.7%	24.3%	79.8%	70.7%	35.7%	58.9%	-0.8%	Oct '26

US MidCap Blend	81.93	0.3%	0.6%	2.9%	0.5%	6.8%	16.0%	17.0%	14.1%	84.1%	69.1%	27.0%	51.5%	-2.6%	Aug '26
US MidCap Growth	290.17	1.3%	-0.6%	-2.5%	-3.6%	2.0%	0.2%	10.7%	4.4%	54.3%	15.9%	7.5%	35.4%	-7.5%	Aug '26
US MidCap Value	211.60	-0.3%	1.4%	6.9%	3.5%	10.3%	25.6%	12.1%	21.1%	71.2%	59.3%	31.6%	53.8%	-0.3%	Nov '26

US Small Blend	293.89	0.7%	1.2%	1.7%	-1.6%	3.8%	17.1%	8.9%	15.1%	63.7%	33.4%	21.1%	54.7%	-4.7%	Aug '26
US Small Growth	353.52	1.4%	-0.1%	-2.0%	-6.4%	-2.2%	8.1%	12.9%	9.7%	65.5%	13.7%	20.2%	58.8%	-10.5%	Aug '26
US Small Value	216.04	0.06%	0.6%	1.7%	-3.4%	4.5%	23.9%	12.4%	20.5%	67.4%	36.5%	32.9%	68.1%	-4.6%	Aug '26

Foreign Large Blend	103.31	-0.4%	-0.3%	-0.6%	-2.6%	2.8%	13.0%	31.6%	9.3%	63.0%	48.1%	33.1%	49.0%	-5.1%	Aug '26
Foreign Growth	118.89	-0.1%	-0.3%	-1.8%	-2.6%	0.8%	5.2%	20.7%	5.2%	42.9%	14.5%	17.7%	36.9%	-6.5%	Aug '26
Foreign Value	79.01	-0.6%	-0.3%	0.7%	-2.6%	4.8%	21.2%	42.2%	13.6%	84.7%	88.4%	49.3%	61.8%	-4.9%	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	22.55		0%	-1.1%	-1.2%	-0.5%	1.1%	1.7%	3.6%	1.6%	17.0%	27.9%	4.5%	8.2%	-1.8%	Sep '26
Ultra Short- Janus AAA CLO	50.49		0%	0.1%	0.4%	1.2%	2.4%	4.8%	5.2%	3.8%	19.3%	28.1%	8.4%	8.9%	NewNew Peak	Nov '26
Bank Loan- Invesco	20.42		0.2%	0.2%	0.3%	1.6%	2.4%	4.1%	6.9%	2.5%	21.4%	30.5%	8.9%	12.8%	-0.2%	Oct '26
Interval CEF- Cliffwater	10.21	p	EOD	0.2%	-1.9%	-0.9%	0.7%	4.0%	8.9%	2.5%	28.4%	53.2%	10.0%	9.8%	-1.9%	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	58.16		0.5%	-1.0%	-1.9%	-2.6%	2.1%	10.5%	17.7%	9.7%	81.1%	103.7%	23.6%	52.5%	-4.3%	Aug '26
Int’l Min Volatility- Franklin	42.91		-0.4%	-0.4%	3.1%	1.5%	7.6%	27.3%	27.1%	19.8%	83.8%	120.5%	45.8%	60.1%	-0.6%	Oct '26
MidCap 30 - Hennessy (hi fee)	25.19	p	EOD	0.8%	-2.2%	-11.3%	-9.7%	4.9%	3.0%	3.8%	59.0%	88.7%	6.1%	35.1%	-15.1%	Jun '26
Small Value- Avantis	123.64		-0.3%	0.6%	3.0%	-2.4%	3.8%	28.1%	7.4%	22.4%	64.9%	63.6%	30.3%	68.2%	-3.6%	Aug '26
Mid Value- Pacer Cash Cows	71.06		-0.4%	0.7%	5.3%	6.2%	12.7%	25.3%	9.0%	19.4%	51.8%	68.6%	25.1%	54.2%	-1.6%	Sep '26
Growth- S&P Momentum	133.61		0.9%	-6.3%	-12.8%	-7.9%	-0.3%	10.7%	26.6%	12.6%	132.7%	116.7%	31.4%	63.6%	-17.2%	Jun '26
Invesco S&P Quality	83.44		0.4%	-0.6%	-1.7%	-1.8%	3.7%	14.3%	13.2%	12.1%	72.0%	72.0%	19.4%	43.2%	-7.2%	Jun '26
Rotation Factor- BlackRock	67.17		0.6%	-2.5%	-4.0%	-1.5%	5.0%	11.0%	20.0%	11.2%	94.3%	87.9%	27.3%	56.5%	-5.0%	Oct '26
US Min Volatility- Fidelity	74.62		-0.05%	0.5%	4.8%	3.6%	8.7%	15.6%	11.8%	13.1%	56.0%	58.5%	20.9%	40.1%	-0.1%	Nov '26
Derivative Income- JPMorgan	57.43		0.07%	0.3%	2.4%	1.4%	4.4%	9.6%	8.1%	6.5%	35.0%	42.6%	10.3%	27.2%	-0.9%	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	18.49	p	EOD	-0.1%	1.7%	5.5%	8.6%	17.7%	6.5%	17.0%	36.0%	53.9%	22.7%	28.1%	-0.5%	Oct '26
Multistrategy- AQR	15.30	p	EOD	-1.5%	-1.3%	3.3%	4.4%	10.0%	16.4%	9.2%	44.1%	83.3%	20.3%	25.4%	-2.1%	Oct '26
Long Short- AQR	21.40	p	EOD	-3.6%	-5.3%	-0.4%	4.2%	7.0%	34.4%	1.1%	78.3%	184.4%	26.3%	31.4%	-5.6%	Sep '26
Mkt Neutral- BlackRock	15.77	p	EOD	-1.6%	-2.9%	3.2%	8.6%	21.7%	18.3%	16.4%	74.6%	96.1%	36.3%	30.1%	-2.9%	Oct '26
Multi Strategy- Variant	25.65	p	EOD	-0.6%	-0.2%	1.0%	2.4%	5.5%	7.2%	4.3%	19.3%	41.4%	10.7%	9.9%	-0.7%	Oct '26
Long Short- First Trust	76.11		0.6%	-1.5%	-1.6%	1.6%	3.9%	7.9%	9.1%	7.9%	46.6%	59.1%	13.9%	28.6%	-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)	279.25	0.09%	-12.9%	-18.7%	-25.2%	-27.5%	-1.3%	66.0%	-10.6%	118.4%	92.3%	51.6%	93.9%	-30.6%	May '26
Meta (Communications)	622.83	2.7%	0.4%	-14.5%	5.6%	2.5%	-2.0%	13.1%	-5.4%	99.9%	89.6%	-11.0%	22.6%	-20.8%	Aug '25
Amazon (Cyclical)	248.17	1.0%	-1.9%	-1.3%	-12.6%	-7.5%	-2.3%	5.2%	7.5%	79.1%	46.7%	9.5%	45.4%	-12.6%	Aug '26
Tesla (Cyclical)	397.95	-1.5%	-2.3%	7.4%	23.6%	1.8%	-15.0%	11.4%	-11.5%	80.9%	-1.6%	10.4%	79.4%	-18.8%	Dec '25
Procter & Gamble (Defensive)	161.60	-1.2%	1.5%	12.3%	12.2%	11.3%	12.3%	-12.3%	16.0%	16.6%	26.7%	1.9%	7.1%	-3.8%	Mar '25
PepsiCo (Defensive)	138.14	-1.6%	3.5%	9.7%	0.0%	-10.4%	0.1%	-1.8%	-0.8%	-7.7%	-1.1%	1.5%	4.6%	-16.5%	Feb '26
Coca-Cola (Defensive)	94.82	-1.1%	4.0%	10.7%	9.8%	22.2%	43.2%	15.6%	38.3%	82.2%	95.0%	42.0%	44.4%	-1.1%	Nov '26
Exxon Mobil (Energy)	178.08	-0.9%	-1.0%	8.6%	15.6%	18.1%	61.1%	16.0%	51.0%	82.3%	231.9%	69.2%	85.2%	-4.9%	Oct '26
Chevron (Energy)	226.16	-0.7%	-0.9%	9.4%	18.1%	20.8%	52.6%	10.1%	52.5%	73.7%	144.5%	53.0%	75.7%	-4.0%	Oct '26
JPMorgan Chase (Financial)	336.46	-1.2%	0.2%	1.7%	-4.1%	8.7%	10.9%	37.3%	6.4%	150.7%	123.4%	24.8%	59.7%	-7.4%	Aug '26
Visa (Financial)	421.17	-1.0%	4.8%	16.8%	15.4%	28.9%	26.0%	11.8%	20.8%	76.9%	110.2%	19.9%	38.2%	-1.0%	Nov '26
Mastercard (Financial)	648.08	-1.5%	6.3%	17.5%	13.7%	31.2%	19.9%	9.0%	14.3%	70.9%	102.7%	15.2%	36.5%	-1.5%	Nov '26
Bank of America (Financial)	49.51	-0.1%	-2.3%	-7.9%	-20.4%	-6.1%	-5.6%	28.0%	-8.5%	87.2%	15.7%	11.9%	46.0%	-23.2%	Aug '26
UnitedHealth (Health)	403.57	0.8%	-1.7%	8.5%	-2.2%	10.7%	24.1%	-33.1%	24.7%	-19.1%	-3.4%	-17.5%	-24.1%	-30.0%	Apr '25
Johnson & Johnson (Health)	267.82	-1.0%	-0.3%	4.6%	5.8%	19.1%	47.0%	47.5%	31.5%	92.7%	86.6%	76.2%	85.5%	-3.8%	Sep '26
Eli Lilly (Health)	1420.78	0.7%	10.8%	24.3%	26.9%	48.0%	59.5%	40.2%	32.8%	155.4%	458.4%	65.6%	97.7%	NewNew Peak	Nov '26
Union Pacific (Industrials)	304.14	-0.9%	1.4%	9.3%	4.9%	15.3%	41.9%	3.9%	33.5%	53.2%	42.2%	27.9%	50.9%	-1.6%	Aug '26
Honeywell (Industrials)	223.84	0.03%	2.3%	4.6%	-9.0%	1.3%	10.0%	-6.4%	10.9%	27.5%	12.6%	11.2%	27.6%	-13.2%	Mar '26
Nvidia (IT)	208.85	3.4%	-4.2%	-10.7%	1.2%	5.5%	1.2%	38.9%	12.2%	365.4%	688.7%	50.4%	117.4%	-12.7%	Oct '26
Broadcom (IT)	332.87	3.3%	-2.8%	-6.3%	-15.0%	-20.7%	-7.5%	50.6%	-3.3%	289.6%	570.5%	47.7%	115.8%	-30.6%	Jun '26
Adobe (IT)	247.36	-1.6%	-0.4%	4.1%	-1.6%	-1.3%	-26.7%	-21.3%	-29.3%	-56.1%	-62.2%	-45.9%	-27.2%	-46.7%	Feb '25
Oracle (IT)	126.20	5.9%	-3.3%	-11.0%	-10.7%	-26.0%	-50.4%	18.1%	-34.4%	21.0%	40.4%	-29.0%	3.5%	-61.0%	Sep '25
salesforce.com (IT)	223.29	-1.3%	-7.3%	-4.9%	20.3%	22.0%	-13.8%	-20.2%	-15.1%	9.7%	-24.9%	-30.3%	-7.3%	-37.1%	Jan '25
Linde PLC (Materials)	514.33	-1.0%	1.1%	7.3%	7.4%	1.9%	26.5%	3.2%	21.8%	36.2%	67.6%	13.9%	26.9%	-5.6%	Jul '26
Sherwin-Williams (Materials)	341.14	-3.2%	4.6%	6.8%	-3.5%	7.8%	-0.4%	-3.8%	6.0%	39.6%	13.6%	-1.5%	10.3%	-8.2%	Sep '25
American Tower (Real Estate)	186.86	-0.8%	1.6%	15.2%	9.2%	5.0%	10.1%	-0.9%	9.7%	9.0%	-21.7%	5.7%	-2.6%	-15.6%	Jul '25
Prologis Inc. (Real Estate)	127.67	-1.5%	0.9%	-1.0%	-10.7%	-8.3%	6.0%	25.1%	2.4%	32.0%	0.2%	11.3%	49.4%	-14.2%	Jul '26
NextEra Energy (Utilities)	84.36	-0.8%	2.3%	9.8%	-1.8%	-11.7%	6.1%	15.5%	7.4%	55.3%	13.2%	28.7%	37.5%	-12.5%	Apr '26
Duke Energy (Utilities)	126.83	-1.2%	1.6%	11.1%	3.0%	0.4%	6.2%	12.7%	11.0%	57.3%	50.0%	19.5%	15.2%	-3.3%	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	15.72	p	EOD	0.0%	1.1%	-0.4%	0.3%	2.5%	9.4%	2.0%	24.7%	10.2%	10.0%	12.8%	-1.4%	Aug '26
Moderate-60% Stock	68.11		0.01%	-0.8%	-0.7%	-0.9%	1.7%	7.5%	16.4%	6.6%	48.4%	34.4%	20.0%	32.7%	-2.8%	Aug '26
Mod Agg-80% Stock	54.72	p	EOD	-1.3%	-1.8%	-1.4%	2.3%	9.7%	19.6%	8.7%	60.8%	44.5%	24.6%	42.8%	-3.7%	Aug '26
Aggressive-90% Stock	33.61	p	EOD	-1.7%	-3.3%	-2.4%	2.1%	12.0%	20.9%	11.0%	66.3%	45.5%	27.8%	50.7%	-4.8%	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	77641.63	1.3%	-3.9%	-8.1%	22.3%	-0.7%	-27.1%	-6.3%	-11.3%	123.5%	23.3%	-19.7%	1.8%	-37.8%	Oct '25
Ethereum	2295.31	2.1%	-2.2%	-14.0%	23.5%	0.0%	-36.3%	-11.0%	-22.6%	25.2%	-50.2%	-15.5%	55.9%	-52.5%	Aug '25
BNB	697.25	-0.11%	-6.3%	-9.2%	18.4%	13.3%	-29.8%	23.1%	-19.2%	202.4%	22.6%	6.7%	26.0%	-46.8%	Oct '25
Solana	93.43	1.7%	-7.7%	-21.2%	27.2%	11.6%	-43.7%	-34.2%	-24.9%	136.4%	-61.5%	-44.7%	-11.5%	-64.3%	Jan '25
Bitcoin ETF	43.95	1.4%	-3.8%	-7.9%	21.5%	-1.2%	-27.4%	-6.4%	-11.5%	-	-	-19.6%	0.8%	-38.4%	Oct '25
Grayscale Bitcoin (hi fee)	59.91	1.4%	-3.9%	-8.0%	21.2%	-1.7%	-28.3%	-7.6%	-12.4%	145.2%	32.3%	-21.3%	-1.2%	-39.1%	Oct '25
Bloomberg Commodities	25.07	-0.4%	-3.5%	-3.1%	5.8%	-0.6%	30.4%	14.9%	28.4%	47.0%	56.7%	34.7%	49.1%	-6.5%	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	5.33	1.1%	0.4%	-5.4%	1.8%	7.3%	13.6%	1.1%	10.1%	12.1%	168.2%	11.8%	13.0%	-6.0%	Oct '26
10yr Treasury rate	4.96	1.3%	-0.7%	-6.1%	5.8%	13.2%	20.7%	-9.0%	19.0%	8.7%	213.9%	9.3%	16.3%	-6.7%	Oct '26
5yr Treasury rate	4.75	1.2%	-1.9%	-6.0%	8.0%	18.1%	27.9%	-15.0%	27.6%	5.8%	300.8%	8.7%	21.4%	-6.7%	Sep '26
13-week T-bill	4.03	1.2%	-0.2%	0.9%	8.9%	12.7%	6.5%	-15.7%	13.6%	-23.3%	8855.6%	-4.5%	-3.5%	-6.0%	May '25
Crude Oil	95.89	-0.6%	-4.0%	5.2%	19.4%	-5.9%	57.1%	-19.9%	67.0%	19.1%	18.6%	32.7%	60.9%	-15.1%	Apr '26
Gold	3938.20	-0.8%	-3.3%	-5.4%	-3.7%	-15.2%	-1.9%	64.4%	-9.3%	97.0%	123.3%	34.1%	31.7%	-26.0%	Jan '26
USD/EUR	0.89	-0.4%	-0.2%	0.5%	2.8%	4.7%	3.0%	-11.4%	4.9%	-5.2%	3.4%	-6.7%	-1.9%	-8.5%	Jan '25
USD/JPY	158.51	0.5%	0.6%	0.4%	0.6%	0.9%	2.8%	-0.4%	1.3%	5.3%	39.1%	4.3%	8.7%	-3.3%	Jul '26
S&P 500 Volatility Index	20.72	-2.0%	18.3%	35.3%	30.6%	22.0%	20.7%	-13.8%	38.6%	39.0%	37.2%	35.7%	-60.4%	-60.4%	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	50.16		0.00%	0.2%	0.8%	0.4%	1.2%	3.0%	6.1%	2.1%	18.3%	19.7%	7.5%	6.8%	-0.1%	Oct '26
Interm Muni- JPMorgan	48.92		-0.03%	0.0%	2.9%	-0.8%	-1.2%	0.0%	4.3%	-0.4%	12.3%	4.8%	3.2%	5.7%	-2.4%	Jul '26
Interm Bond- Janus MSB	43.29		-0.2%	0.3%	2.8%	-0.7%	-1.6%	-0.1%	8.8%	-1.0%	17.0%	2.0%	6.6%	5.5%	-3.1%	Feb '26
Interm Bond- Vanguard	73.92		-0.3%	0.3%	2.2%	-0.8%	-1.6%	-0.9%	8.5%	-1.5%	15.0%	0.0%	5.9%	4.3%	-3.3%	Feb '26
Multisector Bond- Intrepid	8.66	p	EOD	-0.7%	-0.9%	-1.5%	-0.4%	2.4%	8.2%	1.4%	25.0%	30.6%	7.9%	10.8%	-1.8%	Aug '26
Int’l Bond- JPMorgan	46.68		-0.2%	-0.2%	0.4%	-1.9%	-1.2%	-0.6%	8.2%	-1.0%	16.5%	13.3%	5.2%	5.8%	-2.8%	Feb '26
Long Bond- Vanguard	69.96		-0.2%	-1.3%	2.6%	-1.8%	-3.8%	-4.0%	7.2%	-3.8%	15.0%	-16.5%	1.9%	5.4%	-6.6%	Oct '25
Long CA Muni- PIMCO	9.14	p	EOD	0.6%	3.2%	-0.8%	-1.2%	0.3%	4.4%	0.0%	15.1%	5.1%	3.8%	6.7%	-2.5%	Jul '26
Long Muni- iShares	55.64		-0.02%	0.0%	3.0%	-0.8%	-1.4%	-0.3%	3.4%	-1.0%	10.2%	1.7%	2.8%	6.7%	-2.8%	Feb '26

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