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S&P 500

Return

62.5%

[

20.5%

annualized]

Dec 29 2023 - Aug 04 2026

DJIA (Large Value)

Return

43.8%

[

15.0%

annualized]

Dec 29 2023 - Aug 04 2026

Russell 2000 (Small Cap)

Return

50.0%

[

16.9%

annualized]

Dec 29 2023 - Aug 04 2026

Performance Range:

As of Aug 04 03:50 PM EDT, next update at 04:00 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	7751.67	2.0%	4.3%	3.6%	7.7%	12.6%	22.5%	16.4%	13.2%	73.1%	76.1%	61.6%	116.7%	NewNew Peak	Aug '26
DJIA (Large Value)	54206.68	1.9%	2.8%	2.5%	10.8%	9.5%	22.7%	13.0%	12.8%	54.6%	55.8%	48.2%	85.6%	NewNew Peak	Aug '26
Russell 2000 (Small Cap)	3040.21	2.0%	2.9%	1.5%	8.7%	15.8%	37.4%	11.3%	22.5%	55.3%	38.4%	33.8%	80.1%	NewNew Peak	Aug '26
NASDAQ Comp (Tech/Growth)	26633.21	2.8%	7.1%	3.1%	6.2%	16.3%	26.5%	20.4%	14.6%	91.5%	80.2%	68.2%	155.7%	-1.7%	Jun '26
Aggregate Bond	97.63	0.4%	-0.3%	-1.0%	-1.0%	-1.0%	1.3%	7.2%	-1.0%	12.0%	-2.6%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	106.71	0.6%	-0.1%	-1.8%	-1.4%	-1.8%	0.5%	7.9%	-1.7%	13.9%	-5.7%	-2.9%	23.1%	-3.4%	Feb '26
High Yield Bond	79.56	0.3%	0.2%	-0.2%	-0.3%	0.2%	3.6%	8.6%	0.7%	25.4%	18.7%	17.2%	37.2%	-0.9%	May '26
Preferred	30.74	0.4%	1.2%	0.8%	-1.7%	-1.2%	2.3%	4.9%	0.8%	18.6%	3.3%	2.1%	25.3%	-3.1%	May '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	51.99	1.9%	-0.7%	0.0%	2.6%	0.6%	20.0%	9.9%	15.2%	31.3%	37.7%	26.6%	62.6%	-2.6%	Feb '26
Consumer Discretionary/Cyclical	118.41	0.2%	5.3%	1.1%	0.6%	-1.2%	8.9%	7.4%	-0.6%	41.2%	36.4%	16.7%	75.6%	-4.7%	Jan '26
Financial Services	57.94	1.0%	0.6%	4.2%	12.3%	7.9%	13.0%	14.9%	6.3%	73.4%	71.9%	57.8%	103.0%	NewNew Peak	Aug '26
Real Estate	98.92	-0.2%	-2.0%	0.9%	3.6%	9.9%	13.4%	3.3%	13.0%	33.0%	12.2%	1.6%	49.1%	-2.0%	Jul '26
Communication Services	112.07	0.7%	2.2%	2.3%	-3.5%	-3.7%	4.6%	23.1%	-4.5%	72.3%	43.4%	49.9%	144.4%	-6.4%	Jan '26
Energy	58.53	-0.5%	1.7%	10.0%	-1.5%	11.5%	40.3%	7.9%	31.8%	47.1%	187.1%	137.3%	64.4%	-6.4%	Mar '26
Industrials	186.58	1.9%	2.2%	1.5%	9.1%	10.5%	24.7%	19.3%	20.6%	79.5%	95.6%	89.9%	132.2%	NewNew Peak	Aug '26
Technology	187.38	5.2%	9.5%	3.8%	15.6%	35.8%	43.5%	24.6%	30.3%	123.1%	152.1%	120.6%	229.9%	-5.5%	Jun '26
Consumer Staples/Defensive	85.38	0.6%	-1.9%	0.5%	2.2%	-1.3%	8.2%	1.5%	10.5%	23.2%	37.0%	23.8%	38.6%	-4.6%	Feb '26
Healthcare	161.88	-0.2%	-3.2%	-1.1%	11.8%	4.2%	23.3%	14.5%	5.0%	28.0%	30.8%	24.4%	40.7%	-3.2%	Jul '26
Utilities	44.16	-0.5%	-3.0%	-3.5%	-4.8%	3.2%	3.3%	16.0%	4.2%	50.0%	52.7%	41.7%	59.8%	-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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	160.81	1.8%	4.1%	3.0%	6.7%	10.9%	24.6%	22.4%	13.7%	73.7%	69.8%	62.3%	120.5%	NewNew Peak	Aug '26
MSCI Emerging Markets	66.04	2.7%	5.9%	0.5%	3.0%	12.3%	37.6%	34.0%	20.7%	74.1%	41.0%	48.1%	108.5%	-7.3%	Jun '26
FTSE Europe	91.90	1.1%	3.0%	2.9%	7.5%	4.9%	22.7%	35.8%	10.4%	61.9%	54.5%	52.9%	124.0%	NewNew Peak	Aug '26
MSCI Japan	94.71	1.9%	5.4%	1.7%	7.5%	8.3%	30.6%	25.9%	17.3%	66.4%	57.2%	56.4%	112.9%	-2.3%	Jun '26
MSCI India	50.51	0.7%	2.3%	1.9%	3.9%	-5.5%	-3.8%	2.7%	-6.5%	15.6%	18.9%	9.4%	25.7%	-14.1%	Sep '24
MSCI China	56.04	0.3%	3.0%	10.1%	-2.2%	-7.1%	-1.3%	31.0%	-6.7%	25.3%	-13.5%	-1.0%	51.6%	-15.3%	Oct '25
International Bond	47.95	0.2%	-0.1%	-0.6%	0.2%	-0.4%	0.6%	2.9%	0.1%	12.3%	-0.7%	1.5%	17.6%	-1.9%	Feb '26
iShares Latin America	35.06	-0.3%	0.5%	4.1%	-2.0%	-1.4%	43.8%	52.7%	15.1%	49.1%	67.3%	99.4%	78.9%	-8.0%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	710.03	2.0%	4.3%	3.7%	7.6%	12.9%	23.5%	17.8%	13.6%	79.4%	88.2%	71.8%	127.6%	NewNew Peak	Aug '26
US Large Growth	124.58	3.1%	7.0%	2.8%	4.0%	9.9%	14.1%	19.8%	5.4%	90.5%	97.8%	79.4%	158.9%	-3.3%	Jun '26
US Large Value	256.82	1.0%	1.9%	4.1%	11.9%	15.8%	33.6%	15.7%	22.6%	68.9%	77.0%	65.7%	101.1%	NewNew Peak	Aug '26

US MidCap Blend	82.97	1.5%	2.0%	3.1%	7.6%	11.8%	19.9%	17.0%	14.8%	75.7%	82.7%	69.2%	118.8%	NewNew Peak	Aug '26
US MidCap Growth	307.77	2.1%	4.8%	2.2%	7.6%	13.6%	6.0%	10.7%	10.5%	52.6%	31.1%	26.3%	86.4%	NewNew Peak	Aug '26
US MidCap Value	207.57	1.0%	0.1%	3.7%	7.7%	10.4%	25.8%	12.1%	17.7%	56.5%	64.5%	52.0%	83.8%	NewNew Peak	Aug '26

US Small Blend	305.51	2.0%	2.5%	1.7%	7.8%	12.7%	27.9%	8.9%	18.9%	55.8%	49.1%	43.2%	85.8%	NewNew Peak	Aug '26
US Small Growth	388.56	2.7%	4.5%	0.5%	7.5%	17.1%	33.7%	12.9%	20.3%	60.7%	34.7%	34.9%	91.5%	-1.4%	Jun '26
US Small Value	227.12	1.2%	1.3%	2.6%	10.0%	15.1%	44.0%	12.4%	25.7%	60.7%	58.7%	46.7%	84.8%	NewNew Peak	Aug '26

Foreign Large Blend	107.40	1.3%	3.4%	2.9%	6.7%	5.5%	23.6%	31.6%	11.8%	61.0%	54.4%	53.4%	113.3%	NewNew Peak	Aug '26
Foreign Growth	124.64	2.1%	4.5%	0.8%	6.1%	5.6%	16.6%	20.7%	9.4%	40.2%	22.0%	21.0%	83.3%	-0.6%	Jun '26
Foreign Value	81.51	0.5%	2.3%	4.7%	7.0%	5.3%	30.2%	42.2%	14.2%	82.9%	91.7%	91.2%	145.3%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.97		0.1%	-0.3%	0.4%	-0.1%	1.0%	0.6%	3.6%	0.4%	18.4%	28.6%	25.8%	31.6%	-0.6%	May '26
Ultra Short- Janus AAA CLO	50.52		0.02%	-0.3%	-0.1%	0.0%	0.8%	3.6%	5.2%	1.4%	18.3%	25.5%	25.1%	27.3%	-0.4%	May '26
Bank Loan- Invesco	20.45		0.12%	0.3%	0.5%	-0.7%	0.7%	2.7%	6.9%	-0.5%	20.7%	28.3%	26.2%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.30	p	EOD	0.1%	0.6%	1.5%	2.9%	6.8%	8.9%	3.4%	33.5%	58.0%	52.2%	45.3%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	60.72		1.5%	4.2%	3.6%	6.7%	12.0%	22.2%	17.7%	14.1%	84.3%	121.9%	112.7%	134.9%	NewNew Peak	Aug '26
Int’l Min Volatility- Franklin	42.71		0.2%	-0.2%	4.0%	5.8%	8.0%	32.7%	27.1%	16.5%	84.2%	114.8%	107.7%	123.0%	-0.7%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.39	p	EOD	1.4%	-1.4%	2.9%	11.4%	28.6%	3.0%	17.0%	70.3%	124.3%	118.4%	124.5%	-4.3%	Jun '26
Small Value- Avantis	128.88		1.4%	2.1%	4.3%	8.7%	14.2%	41.9%	7.4%	26.7%	61.9%	93.8%	71.5%	96.8%	NewNew Peak	Aug '26
Mid Value- Pacer Cash Cows	68.16		1.3%	0.9%	6.9%	7.8%	8.2%	24.7%	9.0%	13.6%	42.0%	70.7%	57.0%	69.9%	NewNew Peak	Aug '26
Growth- S&P Momentum	151.43		4.2%	7.4%	0.4%	12.6%	29.8%	32.3%	26.6%	27.3%	174.3%	160.8%	147.2%	203.8%	-6.3%	Jun '26
Invesco S&P Quality	87.14		2.4%	3.1%	-0.8%	8.2%	11.9%	22.7%	13.2%	16.6%	76.1%	86.5%	73.4%	128.5%	-3.3%	Jun '26
Rotation Factor- BlackRock	69.74		2.0%	4.3%	3.9%	9.0%	14.8%	25.9%	20.0%	15.0%	96.1%	106.2%	94.4%	163.3%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	73.21		1.3%	2.3%	4.6%	6.3%	7.3%	17.4%	11.8%	10.2%	52.0%	60.8%	49.8%	82.8%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.35		0.01%	-0.2%	1.1%	1.2%	0.0%	8.3%	8.1%	2.9%	29.3%	40.6%	33.3%	52.2%	-2.2%	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	17.53	p	EOD	1.6%	1.5%	1.9%	9.9%	11.6%	6.5%	10.9%	31.7%	46.6%	43.6%	43.1%	NewNew Peak	Aug '26
Multistrategy- AQR	14.81	p	EOD	0.9%	2.4%	0.8%	3.6%	13.1%	16.4%	5.7%	45.3%	76.7%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.48	p	EOD	2.8%	5.8%	4.7%	2.2%	16.3%	34.4%	1.5%	93.5%	184.9%	162.1%	149.9%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.28	p	EOD	1.3%	2.3%	5.6%	12.3%	23.3%	18.3%	12.8%	77.3%	86.1%	90.7%	91.3%	-0.4%	Jun '26
Multi Strategy- Variant	25.78	p	EOD	0.1%	0.6%	1.3%	3.2%	6.6%	7.2%	3.3%	20.6%	42.9%	38.1%	29.5%	NewNew Peak	Aug '26
Long Short- First Trust	75.82		1.0%	1.0%	2.6%	3.5%	6.4%	14.6%	9.1%	6.9%	46.0%	62.7%	53.5%	69.7%	NewNew Peak	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	379.08	1.5%	13.6%	5.3%	-1.1%	13.9%	94.8%	66.0%	21.2%	198.4%	182.9%	163.6%	291.8%	-5.8%	May '26
Meta (Communications)	590.03	-0.04%	-0.6%	1.2%	-3.3%	-11.7%	-23.8%	13.1%	-10.5%	91.4%	65.7%	75.7%	366.4%	-25.1%	Aug '25
Amazon (Cyclical)	278.02	-2.1%	20.4%	14.6%	2.2%	19.3%	31.4%	5.2%	20.4%	99.2%	65.7%	63.2%	146.2%	-2.1%	Aug '26
Tesla (Cyclical)	327.56	1.7%	6.5%	-16.7%	-16.5%	-19.3%	5.9%	11.4%	-27.2%	29.0%	38.2%	-18.1%	50.8%	-33.1%	Dec '25
Procter & Gamble (Defensive)	148.17	2.2%	-0.5%	-2.1%	3.3%	-4.8%	0.4%	-12.3%	4.9%	2.5%	17.4%	2.0%	31.3%	-14.1%	Dec '24
PepsiCo (Defensive)	139.09	-0.4%	-2.6%	-3.6%	-10.0%	-15.6%	2.5%	-1.8%	-2.2%	-17.2%	4.7%	-8.0%	-8.0%	-21.5%	May '23
Coca-Cola (Defensive)	86.63	-0.3%	-1.9%	3.0%	10.8%	12.8%	28.3%	15.6%	24.8%	54.9%	77.9%	65.7%	74.3%	-2.8%	Jul '26
Exxon Mobil (Energy)	153.79	-0.8%	0.5%	12.2%	0.7%	5.6%	47.8%	16.0%	29.5%	58.3%	225.2%	182.7%	77.0%	-9.7%	Mar '26
Chevron (Energy)	190.47	-1.4%	1.5%	12.6%	-0.9%	6.1%	30.2%	10.1%	26.2%	34.4%	131.0%	89.5%	39.5%	-9.8%	Mar '26
JPMorgan Chase (Financial)	358.29	1.6%	0.3%	7.6%	16.5%	13.5%	23.5%	37.3%	12.3%	144.2%	167.3%	148.5%	275.9%	NewNew Peak	Aug '26
Visa (Financial)	369.85	1.1%	0.9%	2.1%	13.4%	12.6%	8.9%	11.8%	5.9%	58.3%	62.2%	72.9%	113.6%	-0.1%	Jun '25
Mastercard (Financial)	570.59	-0.07%	1.4%	5.8%	13.0%	3.3%	0.6%	9.0%	0.3%	48.2%	59.4%	58.0%	105.6%	-4.3%	Aug '25
Bank of America (Financial)	63.03	0.9%	0.7%	7.3%	20.8%	14.5%	39.7%	28.0%	15.2%	116.0%	85.2%	52.0%	131.0%	NewNew Peak	Aug '26
UnitedHealth (Health)	409.59	-1.4%	-4.5%	-3.7%	10.5%	49.6%	73.5%	-33.1%	25.0%	-13.9%	5.5%	-12.1%	-12.5%	-32.1%	Nov '24
Johnson & Johnson (Health)	254.16	-0.10%	-4.7%	-3.4%	13.4%	9.0%	51.4%	47.5%	23.5%	63.2%	67.8%	67.5%	73.2%	-4.9%	Jul '26
Eli Lilly (Health)	1113.11	-0.7%	-8.8%	-8.3%	15.2%	0.9%	45.8%	40.2%	3.9%	153.0%	344.6%	326.7%	253.4%	-9.9%	Jul '26
Union Pacific (Industrials)	295.92	1.6%	0.5%	4.8%	12.3%	19.1%	35.6%	3.9%	28.6%	37.8%	51.4%	31.7%	67.1%	-3.7%	Jul '26
Honeywell (Industrials)	248.53	0.7%	0.6%	8.1%	13.7%	1.7%	16.4%	-6.4%	22.7%	41.7%	21.5%	33.8%	57.6%	-3.9%	Mar '26
Nvidia (IT)	212.69	2.9%	8.0%	9.2%	7.2%	22.1%	18.2%	38.9%	14.0%	376.4%	951.5%	607.5%	1751.9%	-9.8%	May '26
Broadcom (IT)	420.06	7.1%	10.3%	16.5%	0.9%	36.6%	41.9%	50.6%	21.6%	393.2%	844.4%	585.1%	931.0%	-12.8%	Jun '26
Adobe (IT)	257.85	2.6%	3.5%	17.4%	1.5%	-7.8%	-23.9%	-21.3%	-26.3%	-51.1%	-58.8%	-54.3%	-9.9%	-59.4%	Feb '24
Oracle (IT)	145.85	2.8%	21.6%	4.0%	-19.1%	-0.2%	-41.8%	18.1%	-24.7%	31.6%	72.7%	76.3%	138.8%	-55.2%	Sep '25
salesforce.com (IT)	190.83	2.6%	5.1%	14.9%	2.9%	-4.1%	-23.9%	-20.2%	-27.8%	-9.8%	-20.7%	-24.2%	36.1%	-47.6%	Dec '24
Linde PLC (Materials)	483.16	0.6%	-5.5%	-11.6%	-2.1%	2.4%	4.4%	3.2%	13.7%	32.5%	68.6%	51.2%	86.3%	-11.6%	Jul '26
Sherwin-Williams (Materials)	361.27	2.0%	2.0%	2.5%	16.4%	-1.9%	4.6%	-3.8%	11.7%	35.3%	27.2%	10.7%	85.1%	-8.6%	Nov '24
American Tower (Real Estate)	175.03	1.2%	2.1%	5.4%	-3.2%	0.1%	-15.5%	-0.9%	0.7%	4.2%	-28.8%	-29.9%	7.2%	-23.4%	Sep '24
Prologis Inc. (Real Estate)	139.58	-3.2%	-5.1%	0.1%	0.6%	4.3%	36.0%	25.1%	10.2%	24.7%	24.2%	-3.8%	55.1%	-7.0%	Jul '26
NextEra Energy (Utilities)	86.94	0.5%	-2.6%	-1.6%	-9.0%	-2.7%	25.9%	15.5%	9.0%	36.3%	23.2%	6.4%	32.0%	-11.2%	Apr '26
Duke Energy (Utilities)	124.32	0.03%	-3.8%	-4.1%	-1.6%	3.5%	3.6%	12.7%	7.9%	56.0%	41.3%	43.0%	67.4%	-6.0%	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	15.92	p	EOD	0.3%	-0.4%	1.1%	1.7%	6.1%	9.4%	2.5%	23.0%	10.0%	11.0%	33.0%	-0.8%	Jun '26
Moderate-60% Stock	69.94		1.3%	2.5%	1.0%	3.7%	6.1%	15.5%	16.4%	8.1%	46.9%	39.0%	35.8%	72.4%	NewNew Peak	Aug '26
Mod Agg-80% Stock	55.51	p	EOD	1.9%	0.8%	4.1%	7.5%	19.4%	19.6%	10.2%	58.1%	50.9%	46.4%	92.3%	-0.6%	Jun '26
Aggressive-90% Stock	34.45	p	EOD	2.2%	0.6%	4.9%	10.3%	24.4%	20.9%	13.8%	64.0%	55.6%	49.6%	99.8%	-0.4%	Jul '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	64281.59	1.3%	0.6%	4.5%	-19.5%	-12.0%	-44.1%	-6.3%	-26.5%	121.1%	61.7%	38.4%	235.5%	-48.5%	Oct '25
Ethereum	1876.45	1.0%	-2.3%	10.5%	-20.0%	-12.5%	-49.5%	-11.0%	-36.8%	2.7%	-31.1%	-50.1%	44.9%	-61.2%	Aug '25
BNB	593.70	0.8%	4.1%	6.4%	-4.7%	-14.9%	-22.8%	23.1%	-31.2%	145.9%	77.3%	15.9%	119.1%	-54.7%	Oct '25
Solana	74.16	0.9%	0.6%	-8.0%	-11.8%	-19.4%	-56.2%	-34.2%	-40.4%	225.4%	107.4%	-56.5%	138.0%	-71.7%	Jan '25
Bitcoin ETF	36.42	0.7%	0.8%	4.4%	-19.8%	-12.4%	-44.1%	-6.4%	-26.6%	-	-	-	-	-48.9%	Oct '25
Grayscale Bitcoin (hi fee)	49.80	0.7%	0.7%	4.5%	-20.0%	-13.0%	-44.8%	-7.6%	-27.2%	186.8%	66.3%	60.9%	391.8%	-49.4%	Oct '25
Bloomberg Commodities	23.35	-1.5%	-1.2%	4.7%	-8.5%	10.0%	32.4%	14.9%	19.6%	37.6%	59.0%	51.8%	31.7%	-9.9%	May '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	5.19	-0.8%	1.8%	4.1%	3.3%	5.6%	8.2%	1.1%	7.2%	23.2%	182.1%	157.4%	33.6%	-1.6%	Jul '26
10yr Treasury rate	4.63	-1.3%	0.5%	3.2%	4.1%	8.2%	10.2%	-9.0%	11.1%	14.0%	290.8%	184.2%	18.6%	-7.2%	Oct '23
5yr Treasury rate	4.33	-1.5%	-0.6%	2.4%	5.9%	13.0%	15.8%	-15.0%	16.4%	4.1%	541.9%	217.4%	5.4%	-12.7%	Oct '23
13-week T-bill	3.73	0.8%	-0.8%	1.7%	3.9%	3.8%	-10.2%	-15.7%	5.2%	-29.0%	8188.9%	6937.7%	5.6%	-30.3%	Oct '23
Crude Oil	75.74	-5.7%	-4.4%	10.3%	-28.8%	16.3%	14.3%	-19.9%	31.9%	-8.5%	11.1%	-0.4%	-13.2%	-32.9%	Apr '26
Gold	4138.60	2.6%	2.5%	0.6%	-8.4%	-15.9%	22.6%	64.5%	-4.3%	113.4%	128.6%	130.0%	147.8%	-22.2%	Jan '26
USD/EUR	0.87	-0.2%	-1.3%	-1.0%	1.4%	2.4%	0.4%	-11.4%	1.8%	-	2.6%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	157.79	0.1%	-3.7%	-2.3%	0.4%	1.3%	7.5%	-0.4%	0.9%	-	44.1%	37.0%	7.5%	-3.7%	Jul '26
S&P 500 Volatility Index	16.41	3.5%	-9.9%	1.6%	-10.3%	-12.0%	-6.3%	-13.8%	9.8%	-4.0%	-8.7%	-1.1%	-51.1%	-68.6%	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	50.56		0.09%	0.2%	-0.1%	0.1%	0.6%	3.1%	6.1%	1.0%	17.8%	18.2%	18.4%	23.7%	-0.2%	Jun '26
Interm Muni- JPMorgan	49.76		0.2%	-0.4%	-1.6%	-1.0%	-1.2%	3.5%	4.3%	-0.3%	10.2%	3.5%	4.0%	15.5%	-2.1%	Feb '26
Interm Bond- Janus MSB	44.46		0.6%	-0.4%	-1.2%	-1.2%	-1.3%	2.7%	8.8%	-1.0%	14.1%	1.7%	2.5%	19.2%	-3.1%	Feb '26
Interm Bond- Vanguard	75.72		0.4%	-0.2%	-0.9%	-1.1%	-1.3%	0.8%	8.5%	-1.4%	13.1%	-2.1%	0.7%	18.2%	-3.2%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	0.0%	0.4%	1.3%	2.4%	6.4%	8.2%	2.9%	29.3%	35.1%	31.9%	38.7%	-0.1%	Jul '26
Int’l Bond- JPMorgan	48.01		0.3%	0.4%	-0.5%	0.4%	-0.6%	2.5%	8.2%	0.3%	18.0%	13.7%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	72.56		0.8%	-0.4%	-3.0%	-2.1%	-2.9%	-0.5%	7.2%	-2.6%	11.0%	-17.1%	-13.9%	21.5%	-5.5%	Oct '25
Long CA Muni- PIMCO	9.28	p	EOD	-0.1%	-1.7%	-0.3%	0.0%	5.6%	4.4%	0.8%	14.0%	4.5%	4.8%	20.5%	-1.7%	Jul '26
Long Muni- iShares	56.59		0.4%	-0.3%	-1.7%	-0.9%	-1.4%	4.0%	3.4%	-0.5%	8.4%	1.1%	1.4%	13.2%	-2.4%	Feb '26

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