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S&P 500

Return

73.7%

[

18.7%

annualized]

Dec 30 2022 - Mar 18 2026

-4.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.4%

[

11.1%

annualized]

Dec 30 2022 - Mar 18 2026

-7.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.4%

[

11.6%

annualized]

Dec 30 2022 - Mar 18 2026

-7.8%

Below
Peak
Jan '26

Performance Range:

As of Mar 18 02:30 PM EDT, next update at 02:40 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	6670.38	-0.7%	-1.6%	-3.1%	-1.5%	0.6%	18.8%	16.4%	-2.6%	70.3%	70.4%	39.1%	86.5%	-4.4%	Jan '26
DJIA (Large Value)	46542.90	-1.0%	-1.8%	-6.3%	-2.9%	0.9%	11.9%	13.0%	-3.2%	46.1%	41.6%	27.2%	59.3%	-7.3%	Feb '26
Russell 2000 (Small Cap)	2507.92	-0.5%	-1.4%	-5.7%	0.0%	1.6%	22.3%	11.3%	1.0%	45.3%	10.6%	10.4%	48.6%	-7.8%	Jan '26
NASDAQ Comp (Tech/Growth)	22323.30	-0.7%	-1.7%	-1.9%	-3.0%	-0.7%	27.5%	20.4%	-4.0%	91.9%	70.2%	41.0%	114.3%	-6.8%	Oct '25
Aggregate Bond	99.71	-0.09%	0.1%	-0.8%	0.0%	1.0%	4.9%	7.2%	0.1%	11.5%	2.0%	0.6%	17.5%	-1.4%	Feb '26
Corp Bond	109.29	-0.01%	0.1%	-1.7%	-0.7%	-0.5%	5.0%	7.9%	-0.5%	14.9%	2.2%	-1.7%	24.6%	-1.8%	Feb '26
High Yield Bond	79.71	-0.13%	-0.2%	-1.0%	-0.4%	0.5%	6.5%	8.6%	-0.7%	29.0%	21.3%	15.7%	35.4%	-1.3%	Jan '26
Preferred	30.79	-0.3%	-0.8%	-3.0%	-0.8%	-2.2%	4.1%	4.9%	-0.4%	22.3%	8.7%	0.8%	23.7%	-3.5%	Jan '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	49.00	-1.1%	-1.7%	-7.6%	9.0%	8.9%	15.0%	9.9%	8.0%	37.6%	38.0%	18.8%	52.6%	-8.6%	Feb '26
Consumer Discretionary/Cyclical	111.70	-1.3%	-2.1%	-4.5%	-8.5%	-6.8%	16.4%	7.4%	-6.5%	62.1%	40.5%	9.9%	65.3%	-10.3%	Jan '26
Financial Services	49.21	-0.7%	-0.9%	-6.4%	-9.5%	-8.5%	1.7%	14.9%	-10.2%	66.6%	54.9%	33.3%	71.5%	-12.8%	Jan '26
Real Estate	92.79	-0.6%	0.1%	-1.7%	5.3%	2.5%	5.7%	3.3%	4.9%	29.9%	21.7%	-5.7%	38.4%	-3.3%	Mar '26
Communication Services	114.17	-1.0%	-2.4%	-0.4%	-1.7%	-3.4%	20.5%	23.1%	-3.0%	114.3%	60.4%	52.2%	148.1%	-4.9%	Jan '26
Energy	58.75	0.4%	3.1%	7.2%	34.3%	33.2%	32.9%	7.9%	31.4%	68.9%	186.3%	136.7%	63.9%	New Peak	Mar '26
Industrials	166.91	0.2%	-1.5%	-4.6%	8.4%	10.1%	28.3%	19.3%	7.6%	80.8%	85.3%	69.4%	107.1%	-6.7%	Mar '26
Technology	139.26	-0.2%	-0.8%	-1.2%	-1.5%	1.1%	32.1%	24.6%	-3.3%	98.4%	122.8%	63.7%	144.9%	-8.3%	Oct '25
Consumer Staples/Defensive	83.11	-1.9%	-1.7%	-5.6%	5.8%	6.1%	7.1%	1.5%	7.0%	24.9%	43.2%	19.9%	34.1%	-7.7%	Feb '26
Healthcare	147.48	-1.4%	-3.5%	-6.5%	-3.8%	8.2%	2.2%	14.5%	-4.7%	23.1%	39.3%	12.9%	27.7%	-7.9%	Feb '26
Utilities	47.02	-0.2%	1.9%	3.1%	9.7%	13.0%	23.0%	16.0%	10.2%	53.9%	76.4%	49.8%	69.0%	-1.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	140.89	-0.7%	-1.4%	-3.9%	0.8%	3.3%	21.6%	22.4%	-0.4%	71.7%	62.5%	42.2%	93.2%	-5.2%	Feb '26
MSCI Emerging Markets	58.19	-0.9%	-1.1%	-4.9%	9.4%	11.1%	32.1%	34.0%	6.4%	66.7%	22.5%	30.5%	83.8%	-8.1%	Feb '26
FTSE Europe	83.11	-0.9%	-1.7%	-7.2%	0.8%	5.5%	16.6%	35.8%	-0.6%	60.7%	54.9%	37.6%	101.7%	-8.2%	Feb '26
MSCI Japan	84.98	-0.12%	-0.9%	-7.0%	6.3%	8.2%	25.4%	25.9%	5.2%	66.8%	36.8%	40.3%	91.0%	-9.6%	Feb '26
MSCI India	48.16	-0.7%	-2.3%	-9.7%	-9.6%	-10.4%	-3.4%	2.7%	-10.9%	26.6%	25.2%	4.3%	19.9%	-18.1%	Sep '24
MSCI China	57.53	-1.6%	-1.3%	-5.6%	-4.1%	-10.1%	0.8%	31.0%	-4.2%	32.4%	-23.6%	1.6%	55.6%	-13.1%	Oct '25
International Bond	48.22	-0.2%	-0.1%	-1.2%	0.0%	0.4%	3.5%	2.9%	0.0%	11.7%	1.3%	1.4%	17.4%	-1.8%	Feb '26
iShares Latin America	34.05	-0.5%	-2.5%	-5.8%	13.6%	22.9%	47.1%	52.7%	11.8%	76.8%	76.6%	93.7%	73.8%	-8.8%	Feb '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	612.47	-0.7%	-1.5%	-3.0%	-1.3%	1.2%	20.2%	17.8%	-2.3%	77.3%	82.8%	47.7%	95.7%	-4.3%	Jan '26
US Large Growth	440.20	-0.8%	-2.5%	-2.6%	-5.8%	-5.1%	21.5%	18.3%	-7.0%	91.9%	90.8%	46.7%	115.5%	-10.4%	Oct '25
US Large Value	215.72	-0.5%	-0.9%	-3.8%	3.2%	6.7%	16.9%	15.7%	2.6%	57.1%	56.9%	38.7%	68.3%	-4.3%	Feb '26

US MidCap Blend	292.42	-0.4%	-0.6%	-3.7%	0.6%	0.8%	14.6%	11.6%	0.8%	52.6%	42.6%	23.0%	64.0%	-4.8%	Feb '26
US MidCap Growth	267.92	-0.2%	-0.8%	-2.8%	-4.5%	-8.2%	10.2%	10.7%	-4.0%	47.9%	30.9%	9.7%	61.9%	-10.0%	Oct '25
US MidCap Value	184.73	-0.7%	-0.5%	-4.3%	4.2%	7.8%	17.1%	12.1%	4.1%	54.2%	50.9%	34.5%	62.7%	-5.0%	Feb '26

US Small Blend	265.09	-0.12%	-0.5%	-4.6%	2.4%	3.0%	19.6%	8.9%	2.8%	53.9%	31.9%	23.8%	60.6%	-5.3%	Feb '26
US Small Growth	319.05	-0.6%	-1.8%	-5.5%	-1.6%	-1.3%	22.7%	12.9%	-1.2%	50.6%	8.3%	10.7%	57.2%	-9.8%	Jan '26
US Small Value	187.25	-0.7%	-1.7%	-6.3%	1.5%	5.2%	24.1%	12.4%	3.3%	49.8%	25.5%	20.6%	52.0%	-6.8%	Feb '26

Foreign Large Blend	97.61	-0.8%	-1.4%	-6.5%	2.9%	6.5%	19.4%	31.6%	1.6%	60.1%	49.7%	39.4%	93.8%	-7.6%	Feb '26
Foreign Growth	113.50	-0.9%	-1.9%	-7.2%	0.8%	0.7%	11.4%	20.7%	-0.4%	36.6%	23.1%	10.2%	66.9%	-8.0%	Feb '26
Foreign Value	73.94	-0.7%	-1.1%	-6.0%	4.9%	12.1%	27.5%	42.2%	3.5%	85.6%	78.4%	73.4%	122.5%	-7.5%	Feb '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	23.00		-0.02%	0.1%	0.1%	-1.6%	-1.8%	2.3%	3.6%	-1.2%	23.9%	27.8%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.47		0.01%	0.1%	-0.2%	0.5%	1.7%	4.8%	5.2%	0.2%	21.6%	24.4%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.56		0.07%	0.1%	-0.1%	-0.6%	1.0%	5.9%	6.9%	-1.1%	27.2%	28.3%	25.5%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.53	p	EOD	0.1%	0.3%	1.3%	3.2%	7.8%	8.9%	0.9%	36.9%	59.8%	48.5%	41.8%	New Peak	Mar '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	52.38		-0.7%	-1.3%	-4.2%	-0.2%	1.3%	20.7%	17.7%	-1.8%	83.2%	101.7%	83.1%	102.2%	-5.1%	Feb '26
Int’l Min Volatility- Franklin	40.14		-0.4%	0.8%	-1.4%	10.4%	19.4%	28.7%	27.1%	9.0%	86.2%	114.6%	94.4%	108.7%	-3.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.27	p	EOD	0.1%	-6.0%	-0.3%	0.1%	13.0%	3.0%	0.0%	76.7%	93.0%	86.7%	91.9%	-8.3%	Feb '26
Small Value- Avantis	107.29		-0.4%	-0.6%	-6.9%	3.4%	5.9%	24.6%	7.4%	5.2%	59.2%	58.4%	42.4%	63.4%	-7.1%	Feb '26
Mid Value- Pacer Cash Cows	62.51		-0.8%	-0.8%	-2.8%	4.2%	10.0%	15.4%	9.0%	3.9%	50.0%	71.6%	43.6%	55.3%	-3.7%	Feb '26
Growth- S&P Momentum	116.93		-0.4%	-1.5%	-2.0%	-0.4%	-3.3%	26.3%	26.6%	-2.0%	132.1%	139.7%	90.4%	133.9%	-5.6%	Oct '25
Invesco S&P Quality	76.63		-0.6%	-1.2%	-4.2%	2.1%	5.4%	16.7%	13.2%	2.1%	76.3%	89.5%	51.9%	100.2%	-5.3%	Feb '26
Rotation Factor- BlackRock	59.55		-0.5%	-1.4%	-2.5%	-1.0%	1.7%	23.5%	20.0%	-2.1%	98.7%	95.4%	65.5%	124.3%	-3.9%	Feb '26
US Min Volatility- Fidelity	65.72		-1.1%	-1.7%	-3.3%	-0.9%	0.7%	10.5%	11.8%	-1.5%	50.2%	63.7%	33.9%	63.4%	-4.3%	Feb '26
Derivative Income- JPMorgan	57.12		-1.0%	-1.4%	-3.2%	0.8%	3.6%	8.1%	8.1%	0.4%	37.0%	52.8%	30.0%	48.4%	-4.0%	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	16.32	p	EOD	0.1%	2.1%	3.2%	2.3%	8.3%	6.5%	3.2%	30.2%	36.1%	33.7%	33.2%	-0.4%	Mar '26
Multistrategy- AQR	14.43	p	EOD	0.1%	0.0%	3.9%	6.5%	13.5%	16.4%	3.0%	49.6%	76.7%	69.2%	51.2%	-1.2%	Feb '26
Long Short- AQR	20.48	p	EOD	-1.0%	-2.2%	-2.6%	5.6%	20.5%	34.4%	-3.2%	109.0%	184.4%	149.9%	138.3%	-3.8%	Dec '25
Mkt Neutral- BlackRock	14.92	p	EOD	0.3%	2.3%	2.4%	6.1%	18.0%	18.3%	2.3%	64.4%	67.5%	73.0%	73.6%	-0.5%	Mar '26
Multi Strategy- Variant	26.58	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	1.0%	22.3%	47.7%	35.1%	26.7%	New Peak	Mar '26
Long Short- First Trust	69.81		-0.4%	-1.0%	-1.9%	-1.0%	1.5%	10.2%	9.1%	-1.7%	47.8%	62.1%	41.2%	56.2%	-3.2%	Feb '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)	308.59	-0.7%	0.0%	1.7%	2.0%	22.5%	92.6%	66.0%	-1.4%	206.0%	207.6%	114.4%	218.7%	-10.2%	Feb '26
Meta (Communications)	618.56	-0.7%	-5.5%	-3.8%	-6.9%	-20.6%	6.5%	13.1%	-6.3%	218.4%	123.6%	84.0%	388.5%	-21.6%	Aug '25
Amazon (Cyclical)	211.03	-1.9%	-0.8%	3.0%	-6.9%	-8.7%	9.4%	5.2%	-8.6%	113.3%	39.4%	23.8%	86.9%	-16.9%	Nov '25
Tesla (Cyclical)	397.14	-0.5%	-2.6%	-3.4%	-17.8%	-4.7%	76.3%	11.4%	-11.7%	120.5%	82.4%	-0.7%	82.8%	-18.9%	Dec '25
Procter & Gamble (Defensive)	147.42	-2.7%	-3.8%	-6.0%	2.0%	-5.0%	-9.7%	-12.3%	3.6%	11.3%	29.9%	0.8%	29.6%	-15.2%	Dec '24
PepsiCo (Defensive)	154.47	-1.3%	-3.5%	-5.2%	4.3%	11.8%	7.8%	-1.8%	8.6%	-2.4%	36.1%	2.1%	2.2%	-12.9%	May '23
Coca-Cola (Defensive)	76.28	-1.7%	-1.1%	-4.0%	8.4%	15.6%	12.4%	15.6%	9.1%	38.0%	73.9%	44.9%	52.5%	-6.5%	Feb '26
Exxon Mobil (Energy)	159.04	0.1%	4.9%	5.5%	37.4%	41.8%	44.8%	16.0%	33.0%	76.4%	239.1%	190.4%	81.8%	New Peak	Mar '26
Chevron (Energy)	199.72	0.9%	4.1%	8.6%	36.6%	28.4%	29.8%	10.1%	32.3%	48.8%	136.2%	98.7%	46.2%	New Peak	Mar '26
JPMorgan Chase (Financial)	288.69	0.6%	0.4%	-6.5%	-7.4%	-7.0%	25.4%	37.3%	-10.0%	146.4%	107.9%	99.2%	201.4%	-13.7%	Jan '26
Visa (Financial)	299.68	-2.8%	-3.0%	-6.4%	-13.2%	-11.0%	-9.8%	11.8%	-14.4%	41.0%	40.9%	39.8%	72.7%	-19.3%	Jun '25
Mastercard (Financial)	490.32	-3.2%	-2.7%	-7.1%	-13.3%	-16.1%	-7.0%	9.0%	-14.0%	42.7%	37.5%	35.5%	76.4%	-17.9%	Aug '25
Bank of America (Financial)	46.94	-0.7%	-3.3%	-11.5%	-13.0%	-9.0%	15.2%	28.0%	-14.2%	82.4%	36.1%	13.2%	72.0%	-17.5%	Jan '26
UnitedHealth (Health)	285.67	-0.7%	0.1%	-0.9%	-12.9%	-14.1%	-42.1%	-33.1%	-13.5%	-36.0%	-14.7%	-39.2%	-39.5%	-53.0%	Nov '24
Johnson & Johnson (Health)	237.30	-0.3%	-2.3%	-2.6%	14.5%	37.8%	48.5%	47.5%	15.3%	70.3%	70.3%	56.4%	61.7%	-4.5%	Mar '26
Eli Lilly (Health)	914.46	-1.7%	-8.5%	-10.4%	-13.3%	20.2%	12.0%	40.2%	-14.8%	184.0%	422.6%	249.9%	189.8%	-17.5%	Nov '25
Union Pacific (Industrials)	238.20	-1.7%	-5.1%	-9.6%	2.1%	9.3%	2.8%	3.9%	3.5%	34.3%	23.8%	6.0%	34.5%	-10.8%	Mar '26
Honeywell (Industrials)	232.53	0.5%	-2.9%	-3.1%	18.0%	18.7%	20.2%	-6.4%	19.8%	42.5%	27.1%	30.5%	53.8%	-6.3%	Mar '26
Nvidia (IT)	182.32	0.2%	-2.0%	-3.0%	4.7%	3.5%	58.0%	38.9%	-2.2%	609.3%	1336.5%	506.4%	1487.3%	-11.9%	Oct '25
Broadcom (IT)	318.20	-1.0%	-6.8%	-4.6%	-3.4%	-7.5%	70.2%	50.6%	-8.1%	427.5%	662.1%	417.9%	679.4%	-22.8%	Dec '25
Adobe (IT)	246.65	-3.0%	-9.9%	-6.3%	-30.7%	-32.9%	-37.0%	-21.3%	-29.5%	-31.1%	-43.8%	-56.3%	-13.8%	-61.1%	Feb '24
Oracle (IT)	154.20	-0.3%	-5.5%	-1.3%	-14.1%	-47.8%	4.2%	18.1%	-20.7%	87.5%	147.4%	85.7%	151.6%	-52.8%	Sep '25
salesforce.com (IT)	194.19	-0.6%	0.0%	3.4%	-24.7%	-20.4%	-29.9%	-20.2%	-26.7%	6.3%	-6.2%	-23.1%	38.1%	-46.8%	Dec '24
Linde PLC (Materials)	492.66	-0.3%	2.3%	1.5%	17.6%	3.9%	8.0%	3.2%	15.5%	54.5%	96.2%	53.6%	89.3%	-3.3%	Mar '26
Sherwin-Williams (Materials)	313.07	-2.4%	-3.0%	-14.2%	-3.6%	-10.0%	-5.9%	-3.8%	-3.2%	47.9%	38.2%	-4.0%	60.4%	-20.8%	Nov '24
American Tower (Real Estate)	181.80	-1.8%	-0.6%	-2.6%	5.3%	-4.1%	-12.4%	-0.9%	3.6%	-0.1%	-5.4%	-27.9%	10.3%	-21.2%	Sep '24
Prologis Inc. (Real Estate)	132.62	-0.4%	-1.3%	-5.0%	3.9%	16.1%	21.1%	25.1%	3.9%	24.8%	48.5%	-9.3%	46.2%	-7.1%	Mar '26
NextEra Energy (Utilities)	91.30	-1.3%	-0.4%	0.8%	13.7%	30.7%	33.0%	15.5%	14.5%	31.7%	46.1%	11.8%	38.6%	-3.9%	Feb '26
Duke Energy (Utilities)	131.68	-1.0%	1.3%	5.1%	13.0%	11.3%	12.9%	12.7%	13.3%	53.6%	73.2%	50.2%	75.7%	-1.3%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.84	p	EOD	-0.2%	-1.4%	0.8%	1.8%	8.5%	9.4%	0.4%	22.3%	12.5%	8.8%	30.3%	-2.0%	Feb '26
Moderate-60% Stock	65.07		-0.5%	-0.9%	-2.9%	0.8%	2.8%	15.3%	16.4%	0.1%	45.6%	37.0%	25.7%	59.6%	-3.8%	Feb '26
Mod Agg-80% Stock	51.14	p	EOD	-0.6%	-2.9%	1.8%	4.0%	19.8%	19.6%	0.8%	58.7%	48.4%	33.9%	75.9%	-4.0%	Feb '26
Aggressive-90% Stock	30.65	p	EOD	-0.6%	-3.3%	2.7%	5.0%	22.0%	20.9%	1.3%	60.7%	50.9%	33.1%	77.8%	-4.6%	Feb '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	71639.93	-3.1%	2.0%	7.9%	-16.2%	-38.8%	-13.4%	-6.3%	-18.1%	161.2%	23.8%	54.2%	274.0%	-42.6%	Oct '25
Ethereum	2195.34	-5.3%	7.0%	12.4%	-22.3%	-52.2%	13.6%	-11.0%	-26.0%	22.5%	23.1%	-41.6%	69.5%	-54.6%	Aug '25
BNB	650.10	-2.8%	-0.2%	7.5%	-21.6%	-33.8%	3.5%	23.1%	-24.7%	91.7%	148.4%	26.9%	139.9%	-50.4%	Oct '25
Solana	89.99	-5.0%	4.0%	10.3%	-24.7%	-63.7%	-28.2%	-34.2%	-27.7%	316.0%	532.4%	-47.2%	188.7%	-65.6%	Jan '25
Bitcoin ETF	40.64	-3.9%	1.4%	8.3%	-15.3%	-39.1%	-13.2%	-6.4%	-18.1%	-	-	-	-	-43.0%	Oct '25
Grayscale Bitcoin (hi fee)	55.81	-3.9%	1.4%	8.1%	-15.6%	-39.5%	-14.2%	-7.6%	-18.4%	300.4%	21.6%	80.3%	451.2%	-43.3%	Oct '25
Bloomberg Commodities	24.09	0.5%	1.5%	14.2%	25.1%	31.9%	32.1%	14.9%	23.3%	49.3%	86.4%	56.6%	35.8%	-0.5%	Mar '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	4.85	-0.08%	-0.2%	3.0%	1.0%	2.7%	5.9%	1.1%	0.2%	34.7%	95.8%	140.5%	24.8%	-5.0%	Oct '23
10yr Treasury rate	4.22	0.3%	0.2%	3.4%	2.4%	2.7%	-1.5%	-9.0%	1.3%	24.2%	143.7%	159.0%	8.0%	-15.5%	Oct '23
5yr Treasury rate	3.81	0.7%	0.8%	4.6%	4.1%	4.0%	-6.4%	-15.0%	2.4%	10.0%	338.6%	179.2%	-7.3%	-23.2%	Oct '23
13-week T-bill	3.61	0.06%	0.2%	0.1%	2.4%	-7.0%	-14.0%	-15.7%	1.7%	-16.0%	120133.3%	6705.7%	2.1%	-32.6%	Oct '23
Crude Oil	95.65	-0.6%	9.6%	46.7%	70.3%	50.5%	43.0%	-19.9%	66.6%	43.3%	59.4%	25.7%	9.6%	-3.1%	Mar '26
Gold	4888.60	-2.2%	-5.4%	-2.0%	12.7%	34.2%	61.1%	64.5%	13.0%	148.2%	182.2%	171.7%	192.7%	-8.1%	Jan '26
USD/EUR	0.87	-0.11%	0.9%	2.9%	2.0%	2.4%	-5.2%	-11.4%	2.0%	-7.8%	4.1%	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	159.41	0.2%	0.8%	4.1%	2.5%	7.7%	6.7%	-0.4%	1.9%	19.5%	46.4%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	23.23	3.8%	-4.1%	18.4%	37.7%	48.0%	7.1%	-13.8%	55.4%	-8.9%	7.6%	39.9%	-30.8%	-55.6%	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	50.74		-0.03%	0.0%	-0.5%	0.4%	1.5%	4.8%	6.1%	0.2%	19.3%	18.5%	17.5%	22.7%	-0.7%	Feb '26
Interm Muni- JPMorgan	50.55		-0.07%	0.1%	-0.8%	0.6%	1.5%	4.2%	4.3%	0.4%	10.9%	7.2%	4.7%	16.3%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.69		-0.10%	0.2%	-0.6%	0.5%	2.2%	6.4%	8.8%	0.4%	13.4%	4.1%	4.0%	20.9%	-1.3%	Feb '26
Interm Bond- Vanguard	77.60		-0.06%	0.0%	-0.8%	-0.2%	0.8%	5.8%	8.5%	0.0%	13.0%	3.3%	2.1%	19.9%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.1%	-0.6%	0.2%	1.2%	6.5%	8.2%	-0.1%	29.9%	35.5%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	48.08		-0.2%	-0.5%	-2.1%	-0.7%	0.0%	5.2%	8.2%	-0.9%	17.9%	14.0%	12.7%	26.7%	-2.3%	Feb '26
Long Bond- Vanguard	74.97		0.04%	0.5%	-2.6%	-1.1%	-1.6%	3.7%	7.2%	-0.8%	11.0%	-5.1%	-12.3%	23.9%	-3.7%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.0%	-0.9%	0.7%	1.5%	3.2%	3.3%	0.2%	10.8%	3.5%	0.4%	15.4%	-1.4%	Feb '26
Long Muni- iShares	57.47		-0.08%	0.0%	-1.0%	0.5%	1.8%	4.4%	3.4%	0.3%	9.0%	4.2%	2.2%	14.1%	-1.4%	Feb '26

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Russell 2000 (Small Cap)

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Performance Range:

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.

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Jan '26