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S&P 500

Return

93.9%

[

20.5%

annualized]

Dec 30 2022 - Jul 20 2026

DJIA (Large Value)

Return

56.3%

[

13.4%

annualized]

Dec 30 2022 - Jul 20 2026

Russell 2000 (Small Cap)

Return

67.5%

[

15.6%

annualized]

Dec 30 2022 - Jul 20 2026

Performance Range:

As of Jul 20 03:20 PM EDT, next update at 03:30 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	7444.18	-0.2%	-0.9%	-0.8%	4.7%	9.5%	18.2%	16.4%	8.7%	64.2%	72.2%	55.2%	108.1%	-2.2%	Jun '26
DJIA (Large Value)	51813.60	-0.6%	-1.3%	0.5%	4.8%	6.9%	16.8%	13.0%	7.8%	47.1%	50.1%	41.6%	77.4%	-2.3%	Jul '26
Russell 2000 (Small Cap)	2950.85	-0.4%	-0.1%	-1.0%	5.7%	11.5%	31.7%	11.3%	18.9%	50.0%	34.5%	29.8%	74.8%	-2.4%	Jun '26
NASDAQ Comp (Tech/Growth)	25531.83	0.05%	-1.3%	-3.7%	4.6%	11.2%	22.2%	20.4%	9.9%	81.5%	76.1%	61.3%	145.1%	-5.8%	Jun '26
Aggregate Bond	97.93	-0.3%	0.2%	-1.0%	-1.6%	-0.4%	3.2%	7.2%	-0.7%	11.2%	-2.0%	-0.2%	16.6%	-2.5%	Feb '26
Corp Bond	107.13	-0.4%	0.2%	-1.8%	-2.3%	-1.0%	2.7%	7.9%	-1.3%	12.7%	-4.8%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.67	0.02%	0.2%	-0.4%	-0.6%	0.5%	4.2%	8.6%	0.8%	25.3%	18.9%	17.4%	37.4%	-0.8%	May '26
Preferred	30.31	-0.1%	-0.1%	-3.0%	-3.2%	-2.6%	1.7%	4.9%	-0.6%	17.0%	3.1%	0.7%	23.5%	-4.5%	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	49.96	-1.1%	-1.2%	-3.6%	-4.4%	4.1%	12.3%	9.9%	10.6%	25.9%	36.9%	21.7%	56.2%	-6.4%	Feb '26
Consumer Discretionary/Cyclical	114.47	-0.8%	-1.4%	-2.3%	-4.5%	-3.7%	3.6%	7.4%	-3.9%	36.9%	32.8%	12.8%	69.7%	-7.9%	Jan '26
Financial Services	55.96	-0.5%	-0.2%	4.5%	6.3%	5.7%	7.8%	14.9%	2.7%	65.2%	69.0%	52.4%	96.0%	-1.4%	Jul '26
Real Estate	99.23	-0.8%	1.4%	3.8%	2.3%	10.3%	13.6%	3.3%	13.3%	29.1%	12.6%	1.9%	49.6%	-0.8%	Jul '26
Communication Services	110.81	0.1%	-0.7%	1.2%	-6.7%	-2.0%	5.4%	23.1%	-5.6%	72.6%	44.5%	48.2%	141.6%	-7.4%	Jan '26
Energy	58.21	0.9%	2.6%	8.3%	5.7%	23.1%	38.6%	7.9%	31.0%	52.2%	191.1%	136.0%	63.5%	-7.0%	Mar '26
Industrials	177.78	-0.9%	-1.4%	-1.7%	2.2%	9.0%	18.6%	19.3%	14.9%	68.2%	86.4%	80.9%	121.2%	-4.2%	Jul '26
Technology	176.05	0.3%	-2.9%	-8.0%	13.9%	24.3%	35.5%	24.6%	22.4%	103.5%	142.7%	107.2%	210.0%	-11.2%	Jun '26
Consumer Staples/Defensive	84.71	-0.6%	0.1%	1.7%	2.8%	3.4%	6.9%	1.5%	9.7%	21.1%	35.4%	22.8%	37.5%	-5.4%	Feb '26
Healthcare	159.60	-0.9%	-1.1%	6.8%	8.3%	3.1%	22.6%	14.5%	3.5%	23.9%	33.7%	22.6%	38.7%	-2.9%	Jul '26
Utilities	44.87	-0.7%	-1.9%	0.2%	-1.9%	5.2%	9.4%	16.0%	5.8%	44.6%	58.1%	43.9%	62.3%	-5.3%	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	154.45	-0.4%	-1.0%	-2.1%	2.7%	8.5%	20.1%	22.4%	9.2%	64.7%	66.6%	55.9%	111.8%	-3.5%	Jun '26
MSCI Emerging Markets	63.53	0.4%	-1.5%	-10.3%	0.5%	10.8%	31.3%	34.0%	16.1%	68.2%	34.6%	42.4%	100.6%	-10.8%	Jun '26
FTSE Europe	87.67	-1.0%	-0.2%	-0.7%	-1.3%	3.7%	15.5%	35.8%	5.3%	50.5%	55.0%	45.8%	113.7%	-2.7%	Feb '26
MSCI Japan	90.42	-0.08%	-2.5%	-6.1%	1.2%	8.0%	30.7%	25.9%	12.0%	57.1%	51.2%	49.3%	103.3%	-6.8%	Jun '26
MSCI India	48.54	-0.7%	-0.5%	-2.1%	-3.9%	-6.2%	-10.9%	2.7%	-10.2%	9.8%	18.3%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	54.28	2.5%	3.3%	2.9%	-8.5%	-12.0%	-4.4%	31.0%	-9.6%	28.2%	-21.1%	-4.1%	46.8%	-18.0%	Oct '25
International Bond	47.81	-0.2%	-0.2%	-1.1%	-0.7%	-0.3%	1.1%	2.9%	-0.1%	11.7%	-0.5%	1.3%	17.2%	-2.2%	Feb '26
iShares Latin America	34.22	0.4%	0.3%	0.9%	-9.6%	4.0%	40.0%	52.7%	12.4%	44.3%	63.3%	94.6%	74.6%	-10.2%	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	682.01	-0.2%	-0.9%	-0.9%	4.7%	9.8%	19.3%	17.8%	9.1%	70.2%	84.2%	65.0%	118.6%	-2.3%	Jun '26
US Large Growth	119.51	0.11%	-1.7%	-3.0%	0.7%	4.3%	11.0%	19.8%	1.1%	80.2%	93.9%	72.1%	148.4%	-7.2%	Jun '26
US Large Value	246.86	-0.5%	-0.3%	1.9%	8.6%	14.8%	27.7%	15.7%	17.8%	60.7%	72.5%	59.3%	93.3%	-1.0%	Jul '26

US MidCap Blend	79.92	-0.4%	-1.1%	-0.2%	3.6%	8.7%	16.1%	17.0%	10.6%	65.7%	80.0%	63.0%	110.8%	-1.3%	Jul '26
US MidCap Growth	293.31	0%	-2.1%	-4.2%	2.7%	5.4%	2.0%	10.7%	5.3%	41.8%	28.8%	20.3%	77.6%	-4.3%	Jun '26
US MidCap Value	201.55	-0.6%	-0.4%	2.9%	4.4%	10.9%	22.5%	12.1%	14.3%	49.4%	62.0%	47.6%	78.5%	-0.9%	Jul '26

US Small Blend	294.43	-0.6%	-0.6%	-0.7%	2.9%	8.7%	22.3%	8.9%	14.6%	48.7%	45.2%	38.0%	79.1%	-2.9%	Jun '26
US Small Growth	374.82	-0.5%	-1.1%	-3.7%	4.5%	8.5%	28.5%	12.9%	16.1%	52.7%	30.4%	30.1%	84.7%	-4.9%	Jun '26
US Small Value	220.88	-0.7%	0.5%	1.8%	6.4%	14.9%	37.0%	12.4%	22.2%	56.9%	53.9%	42.7%	79.7%	-1.5%	Jul '26

Foreign Large Blend	102.51	-0.8%	-0.7%	-1.8%	-1.3%	4.6%	18.1%	31.6%	6.8%	50.2%	52.7%	46.5%	103.6%	-3.0%	Feb '26
Foreign Growth	119.02	-0.8%	-1.2%	-4.9%	-2.2%	1.6%	9.9%	20.7%	4.5%	30.7%	20.8%	15.5%	75.0%	-5.1%	Jun '26
Foreign Value	77.89	-0.7%	-0.2%	1.6%	-0.6%	7.4%	26.3%	42.2%	9.1%	71.2%	89.4%	82.7%	134.3%	-2.6%	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	23.04		0.3%	0.6%	0.6%	0.2%	0.5%	1.0%	3.6%	0.7%	18.9%	28.6%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.60		0.01%	0.0%	-0.1%	0.4%	1.2%	4.1%	5.2%	1.6%	19.4%	25.6%	25.3%	27.5%	-0.2%	May '26
Bank Loan- Invesco	20.38		-0.5%	-0.3%	-0.4%	-0.9%	-1.0%	2.4%	6.9%	-0.9%	20.7%	27.7%	25.8%	32.1%	-1.4%	May '26
Interval CEF- Cliffwater	10.27	p	EOD	0.1%	0.5%	1.5%	2.7%	6.8%	8.9%	3.1%	33.9%	58.1%	51.7%	44.9%	NewNew Peak	Jul '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	58.33		-0.10%	-0.9%	-1.8%	3.6%	9.4%	18.6%	17.7%	9.6%	75.2%	116.6%	104.3%	125.7%	-1.9%	Jul '26
Int’l Min Volatility- Franklin	41.60		-0.5%	0.2%	2.6%	2.0%	11.4%	30.9%	27.1%	13.4%	78.1%	112.5%	102.3%	117.2%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.83	p	EOD	0.3%	-2.9%	1.9%	8.8%	22.2%	3.0%	14.7%	68.5%	120.5%	114.1%	120.0%	-6.2%	Jun '26
Small Value- Avantis	124.71		-0.5%	0.6%	2.2%	5.5%	17.0%	34.4%	7.4%	22.6%	59.6%	89.2%	65.9%	90.4%	-1.2%	Jul '26
Mid Value- Pacer Cash Cows	64.71		-0.3%	0.3%	4.7%	2.4%	6.4%	18.2%	9.0%	7.9%	36.9%	66.7%	49.1%	61.3%	-1.2%	Jun '26
Growth- S&P Momentum	144.48		0.4%	-3.5%	-9.6%	13.2%	23.9%	27.8%	26.6%	21.4%	161.0%	155.1%	135.9%	189.9%	-10.6%	Jun '26
Invesco S&P Quality	84.55		-0.3%	-2.6%	-5.4%	5.1%	11.1%	19.6%	13.2%	13.1%	70.2%	84.5%	68.2%	121.7%	-6.2%	Jun '26
Rotation Factor- BlackRock	66.91		-0.12%	-1.0%	-1.2%	5.3%	12.0%	21.8%	20.0%	10.3%	87.2%	103.1%	86.5%	152.7%	-1.8%	Jul '26
US Min Volatility- Fidelity	69.87		-0.3%	-0.6%	2.4%	2.0%	5.3%	11.9%	11.8%	5.1%	43.5%	55.3%	43.0%	74.4%	-0.8%	May '26
Derivative Income- JPMorgan	56.36		-0.3%	-0.7%	0.5%	-1.7%	0.5%	5.7%	8.1%	1.2%	26.5%	39.5%	31.0%	49.6%	-3.9%	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	17.33	p	EOD	-0.2%	-0.1%	3.7%	9.2%	10.5%	6.5%	9.6%	30.5%	44.8%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.64	p	EOD	-0.1%	-0.5%	1.6%	4.8%	13.6%	16.4%	4.5%	44.4%	76.2%	71.6%	53.4%	-1.9%	Jun '26
Long Short- AQR	20.69	p	EOD	-0.8%	-1.5%	2.8%	1.1%	13.8%	34.4%	-2.2%	89.4%	178.4%	152.4%	140.7%	-2.8%	Dec '25
Mkt Neutral- BlackRock	16.19	p	EOD	-0.2%	-1.7%	5.8%	10.8%	23.6%	18.3%	11.0%	74.6%	82.8%	87.7%	88.4%	-1.9%	Jun '26
Multi Strategy- Variant	25.91	p	EOD	0.2%	0.4%	1.3%	3.3%	6.6%	7.2%	3.0%	20.9%	43.1%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	74.61		-0.13%	0.0%	0.1%	2.8%	6.4%	13.5%	9.1%	5.2%	44.8%	62.7%	51.1%	67.0%	-0.4%	Jun '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)	351.97	1.5%	-0.2%	-4.4%	4.3%	9.4%	90.6%	66.0%	12.5%	197.7%	181.2%	144.8%	263.8%	-12.6%	May '26
Meta (Communications)	648.08	0.3%	-1.3%	12.3%	-3.4%	7.4%	-7.8%	13.1%	-1.7%	115.9%	91.2%	92.9%	412.3%	-17.8%	Aug '25
Amazon (Cyclical)	249.40	0.9%	0.8%	2.1%	0.5%	8.0%	10.3%	5.2%	8.1%	91.9%	39.6%	46.4%	120.9%	-9.3%	May '26
Tesla (Cyclical)	370.44	-2.7%	-6.2%	-7.5%	-5.6%	-11.6%	12.4%	11.4%	-17.6%	40.9%	68.3%	-7.4%	70.5%	-24.4%	Dec '25
Procter & Gamble (Defensive)	148.89	-0.7%	0.4%	-1.0%	3.8%	2.8%	-1.9%	-12.3%	5.4%	6.2%	21.1%	2.5%	31.9%	-13.7%	Dec '24
PepsiCo (Defensive)	134.82	-1.7%	-2.6%	-5.1%	-14.1%	-7.9%	-3.2%	-1.8%	-5.2%	-21.7%	0.3%	-10.9%	-10.8%	-23.9%	May '23
Coca-Cola (Defensive)	81.67	0.1%	-3.1%	2.9%	8.2%	14.6%	19.5%	15.6%	17.6%	42.1%	68.5%	56.3%	64.4%	-3.8%	Jul '26
Exxon Mobil (Energy)	148.86	1.0%	3.0%	8.0%	1.5%	15.6%	42.5%	16.0%	25.4%	59.1%	219.7%	173.7%	71.3%	-12.6%	Mar '26
Chevron (Energy)	189.76	1.3%	4.2%	9.3%	3.6%	15.9%	30.6%	10.1%	25.7%	36.4%	139.2%	88.8%	39.0%	-10.1%	Mar '26
JPMorgan Chase (Financial)	337.95	-0.9%	1.0%	3.9%	6.6%	12.2%	17.7%	37.3%	5.9%	130.2%	154.7%	134.4%	254.6%	-2.6%	Jul '26
Visa (Financial)	361.14	0.7%	0.9%	10.4%	15.3%	11.3%	4.3%	11.8%	3.4%	54.2%	54.5%	68.8%	108.6%	-2.5%	Jun '25
Mastercard (Financial)	546.60	0.6%	1.7%	11.6%	5.8%	3.0%	-0.6%	9.0%	-3.9%	39.6%	50.1%	51.3%	96.9%	-8.3%	Aug '25
Bank of America (Financial)	60.54	-1.2%	1.8%	7.7%	12.2%	16.9%	30.1%	28.0%	10.7%	104.9%	80.6%	46.0%	121.9%	-1.7%	Jul '26
UnitedHealth (Health)	422.40	-0.9%	-1.6%	5.3%	30.6%	25.8%	52.6%	-33.1%	29.0%	-11.5%	11.0%	-9.3%	-9.8%	-30.0%	Nov '24
Johnson & Johnson (Health)	249.76	-1.3%	-3.1%	9.4%	8.3%	15.1%	55.5%	47.5%	21.3%	61.0%	69.7%	64.6%	70.2%	-6.5%	Jul '26
Eli Lilly (Health)	1153.43	-2.2%	-2.4%	5.0%	25.6%	11.1%	50.5%	40.2%	7.7%	154.0%	414.5%	342.1%	266.2%	-6.6%	Jul '26
Union Pacific (Industrials)	296.02	-1.9%	2.4%	15.2%	17.4%	34.2%	33.9%	3.9%	28.6%	45.3%	53.0%	31.8%	67.2%	-1.9%	Jul '26
Honeywell (Industrials)	224.90	-0.05%	1.2%	-1.8%	-1.6%	5.7%	3.1%	-6.4%	16.5%	22.4%	15.3%	26.9%	49.6%	-50.6%	Jun '26
Nvidia (IT)	202.52	-0.1%	-0.5%	-3.9%	0.2%	13.7%	17.5%	38.9%	8.6%	345.3%	990.6%	573.7%	1663.4%	-14.1%	May '26
Broadcom (IT)	378.34	2.0%	-1.5%	-7.9%	-5.3%	14.0%	34.3%	50.6%	9.5%	340.8%	785.5%	517.0%	828.6%	-21.4%	Jun '26
Adobe (IT)	235.28	-0.8%	2.0%	20.6%	-5.4%	-19.0%	-35.7%	-21.3%	-32.8%	-54.5%	-61.3%	-58.3%	-17.8%	-62.9%	Feb '24
Oracle (IT)	122.15	-3.4%	-7.1%	-33.7%	-31.2%	-31.9%	-49.8%	18.1%	-36.9%	8.8%	46.9%	47.6%	100.0%	-62.5%	Sep '25
salesforce.com (IT)	173.27	1.5%	1.2%	14.2%	-7.0%	-21.1%	-33.6%	-20.2%	-34.4%	-22.9%	-26.8%	-31.2%	23.6%	-52.4%	Dec '24
Linde PLC (Materials)	512.45	-0.2%	-2.2%	0.1%	2.9%	18.7%	11.3%	3.2%	20.6%	39.1%	88.3%	60.3%	97.6%	-6.3%	Jul '26
Sherwin-Williams (Materials)	325.00	-1.9%	-1.2%	1.3%	-5.5%	-6.1%	-3.8%	-3.8%	0.5%	25.0%	20.6%	-0.4%	66.5%	-17.8%	Nov '24
American Tower (Real Estate)	166.88	-1.9%	-1.5%	-5.2%	-8.1%	-5.2%	-23.6%	-0.9%	-4.0%	-0.5%	-31.7%	-33.2%	2.2%	-27.0%	Sep '24
Prologis Inc. (Real Estate)	147.16	-1.8%	3.5%	4.7%	1.5%	13.4%	41.3%	25.1%	16.2%	29.9%	31.8%	1.4%	63.5%	-1.9%	Jul '26
NextEra Energy (Utilities)	87.84	-1.1%	-0.6%	1.3%	-4.5%	5.9%	18.1%	15.5%	10.2%	28.6%	28.9%	7.5%	33.3%	-10.3%	Apr '26
Duke Energy (Utilities)	125.76	0.6%	-0.9%	1.5%	-0.8%	7.0%	9.9%	12.7%	9.1%	51.4%	47.1%	44.6%	69.3%	-5.0%	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	15.91	p	EOD	0.1%	-0.8%	0.4%	2.4%	7.1%	9.4%	2.4%	21.9%	10.7%	10.9%	32.9%	-0.9%	Jun '26
Moderate-60% Stock	68.17		-0.4%	-0.5%	-2.3%	0.8%	4.9%	13.3%	16.4%	5.4%	41.4%	37.1%	32.3%	68.0%	-2.4%	Jun '26
Mod Agg-80% Stock	54.68	p	EOD	-0.4%	-1.6%	2.6%	7.6%	18.1%	19.6%	8.6%	53.9%	51.1%	44.2%	89.5%	-2.0%	Jun '26
Aggressive-90% Stock	33.94	p	EOD	-0.4%	-1.9%	4.0%	10.7%	22.9%	20.9%	12.1%	59.8%	56.1%	47.4%	96.9%	-1.9%	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	65104.80	0.6%	4.6%	3.5%	-14.2%	-26.3%	-44.8%	-6.3%	-25.6%	118.5%	118.4%	40.1%	239.8%	-47.8%	Oct '25
Ethereum	1893.40	1.2%	6.8%	10.8%	-18.2%	-35.5%	-46.7%	-11.0%	-36.2%	0.1%	5.9%	-49.7%	46.2%	-60.8%	Aug '25
BNB	571.42	0.2%	0.8%	-1.1%	-9.2%	-35.4%	-21.7%	23.1%	-33.8%	135.4%	115.8%	11.6%	110.9%	-56.4%	Oct '25
Solana	77.47	1.5%	3.5%	11.3%	-9.2%	-38.4%	-56.3%	-34.2%	-37.8%	205.3%	229.8%	-54.5%	148.6%	-70.4%	Jan '25
Bitcoin ETF	36.88	1.4%	4.7%	3.5%	-14.7%	-27.4%	-44.7%	-6.4%	-25.7%	-	-	-	-	-48.3%	Oct '25
Grayscale Bitcoin (hi fee)	50.48	1.5%	4.7%	3.4%	-15.0%	-27.8%	-45.3%	-7.6%	-26.2%	185.3%	132.6%	63.1%	398.5%	-48.7%	Oct '25
Bloomberg Commodities	23.94	0.6%	2.6%	4.4%	0.3%	16.1%	29.9%	14.9%	22.6%	41.4%	65.1%	55.7%	35.0%	-7.6%	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	5.12	1.1%	0.4%	4.4%	4.9%	4.0%	2.3%	1.1%	5.7%	30.9%	173.8%	153.9%	31.8%	-1.2%	May '26
10yr Treasury rate	4.60	1.3%	-0.2%	3.3%	8.2%	7.1%	3.7%	-9.0%	10.4%	19.3%	280.3%	182.4%	17.8%	-7.8%	Oct '23
5yr Treasury rate	4.33	1.3%	-0.8%	2.4%	12.4%	12.2%	9.2%	-15.0%	16.3%	5.6%	542.1%	217.1%	5.3%	-12.8%	Oct '23
13-week T-bill	3.70	-0.05%	-0.6%	1.3%	3.0%	3.7%	-12.4%	-15.7%	4.5%	-29.3%	8133.3%	6890.6%	4.9%	-30.7%	Oct '23
Crude Oil	82.84	0.4%	6.0%	8.1%	-7.6%	37.3%	23.0%	-19.9%	44.3%	9.5%	22.9%	8.9%	-5.1%	-26.7%	Apr '26
Gold	4011.80	-0.02%	0.4%	-5.0%	-16.5%	-15.7%	19.6%	64.5%	-7.3%	103.8%	121.5%	123.0%	140.2%	-24.6%	Jan '26
USD/EUR	0.88	0.2%	-0.3%	0.4%	3.2%	1.9%	-	-11.4%	2.9%	-2.5%	3.2%	-0.4%	-15.0%	-10.3%	Jan '25
USD/JPY	162.48	0.08%	0.0%	0.7%	2.3%	2.7%	-	-0.4%	3.9%	16.2%	47.8%	41.1%	10.7%	-0.1%	Jun '26
S&P 500 Volatility Index	18.43	-1.8%	7.4%	12.4%	-2.3%	-8.3%	12.3%	-13.8%	23.3%	31.7%	-6.6%	11.0%	-45.1%	-64.8%	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	50.44		-0.07%	0.1%	-0.2%	-0.1%	0.6%	3.5%	6.1%	0.8%	18.2%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.17		-0.09%	-0.4%	-0.6%	-0.4%	0.2%	5.3%	4.3%	0.5%	9.9%	4.5%	4.9%	16.4%	-1.3%	Feb '26
Interm Bond- Janus MSB	44.67		-0.3%	0.2%	-0.9%	-1.8%	-0.6%	4.7%	8.8%	-0.5%	13.3%	2.3%	3.0%	19.7%	-2.7%	Feb '26
Interm Bond- Vanguard	75.93		-0.3%	0.3%	-0.8%	-1.9%	-0.7%	2.7%	8.5%	-1.1%	12.6%	-1.5%	1.0%	18.6%	-2.9%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.6%	1.3%	2.4%	7.0%	8.2%	3.0%	30.0%	35.6%	32.0%	38.8%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.88		-0.2%	-0.3%	-0.8%	-0.9%	-0.3%	3.3%	8.2%	0.0%	17.7%	13.8%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	73.06		-0.7%	0.1%	-3.1%	-3.1%	-1.8%	2.9%	7.2%	-1.9%	8.6%	-15.7%	-13.3%	22.4%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.39	p	EOD	-0.3%	-0.3%	0.1%	0.6%	6.2%	3.3%	0.7%	9.1%	0.5%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.07		-0.07%	-0.5%	-0.7%	-0.5%	0.1%	6.1%	3.4%	0.3%	8.3%	1.9%	2.3%	14.1%	-1.6%	Feb '26

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