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S&P 500

Return

72.0%

[

18.0%

annualized]

Dec 30 2022 - Apr 06 2026

-5.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.6%

[

11.0%

annualized]

Dec 30 2022 - Apr 06 2026

-7.1%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.9%

[

11.8%

annualized]

Dec 30 2022 - Apr 06 2026

-6.8%

Below
Peak
Jan '26

Performance Range:

As of Apr 06 02:20 PM EDT, next update at 02:30 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	6602.94	0.3%	4.1%	-2.0%	-4.9%	-2.0%	30.1%	16.4%	-3.5%	60.9%	62.1%	37.7%	84.6%	-5.4%	Jan '26
DJIA (Large Value)	46605.45	0.2%	3.1%	-1.9%	-5.8%	-0.2%	21.6%	13.0%	-3.0%	39.2%	39.4%	27.4%	59.5%	-7.1%	Feb '26
Russell 2000 (Small Cap)	2534.70	0.2%	5.0%	0.4%	-1.9%	1.9%	38.7%	11.3%	2.1%	44.5%	12.2%	11.5%	50.2%	-6.8%	Jan '26
NASDAQ Comp (Tech/Growth)	21975.10	0.4%	5.7%	-1.8%	-6.7%	-4.2%	41.0%	20.4%	-5.5%	81.8%	60.4%	38.8%	111.0%	-8.3%	Oct '25
Aggregate Bond	99.15	-0.08%	0.1%	-1.0%	-0.2%	0.8%	3.3%	7.2%	-0.1%	9.9%	0.9%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	109.10	-0.02%	0.7%	-1.0%	-0.5%	-0.1%	4.5%	7.9%	-0.3%	12.4%	0.4%	-1.5%	24.9%	-2.0%	Feb '26
High Yield Bond	79.64	0.10%	1.1%	-0.1%	-0.6%	0.9%	9.4%	8.6%	-0.3%	26.4%	19.2%	16.2%	36.0%	-1.2%	Feb '26
Preferred	30.48	0.1%	1.2%	-2.1%	-2.5%	-2.2%	9.2%	4.9%	-0.9%	17.5%	5.1%	0.3%	23.1%	-4.2%	Feb '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	50.09	-0.6%	2.0%	0.9%	5.9%	12.7%	31.1%	9.9%	10.9%	33.4%	37.2%	22.0%	56.7%	-6.2%	Feb '26
Consumer Discretionary/Cyclical	108.55	0.4%	2.7%	-5.0%	-10.2%	-9.1%	19.7%	7.4%	-8.9%	53.5%	29.9%	7.0%	61.0%	-12.7%	Jan '26
Financial Services	49.91	0.8%	3.2%	-0.8%	-11.1%	-6.3%	14.7%	14.9%	-8.4%	63.7%	57.0%	35.9%	74.8%	-11.1%	Jan '26
Real Estate	90.48	0.3%	3.6%	-2.2%	2.3%	1.9%	11.7%	3.3%	3.3%	24.0%	16.2%	-7.1%	36.4%	-4.7%	Mar '26
Communication Services	112.12	0.4%	3.9%	-4.2%	-4.1%	-3.1%	30.1%	23.1%	-4.5%	96.6%	54.5%	49.9%	144.5%	-6.3%	Jan '26
Energy	59.50	0.4%	-4.0%	5.9%	31.2%	35.2%	56.0%	7.9%	33.9%	54.4%	191.9%	141.2%	67.1%	-4.9%	Mar '26
Industrials	164.26	0.3%	4.9%	-3.1%	1.7%	6.5%	41.1%	19.3%	6.2%	75.7%	77.6%	67.2%	104.4%	-7.9%	Mar '26
Technology	136.65	0.5%	7.2%	-0.3%	-6.7%	-4.7%	50.7%	24.6%	-5.0%	87.2%	106.2%	60.9%	140.6%	-9.9%	Oct '25
Consumer Staples/Defensive	82.38	0.6%	0.6%	-3.4%	6.9%	7.8%	7.9%	1.5%	6.6%	18.6%	35.8%	19.5%	33.7%	-8.0%	Feb '26
Healthcare	145.88	-0.6%	1.4%	-4.1%	-7.3%	2.1%	9.8%	14.5%	-5.4%	14.8%	35.4%	12.1%	26.8%	-8.6%	Feb '26
Utilities	46.23	-0.2%	0.7%	-0.4%	8.5%	4.5%	27.6%	16.0%	9.0%	45.1%	65.4%	48.3%	67.3%	-2.5%	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	140.11	0.5%	4.4%	-1.1%	-2.9%	0.9%	34.4%	22.4%	-1.0%	61.9%	57.2%	41.4%	92.1%	-5.7%	Feb '26
MSCI Emerging Markets	57.12	0.9%	4.3%	-0.4%	-0.3%	6.3%	44.1%	34.0%	4.4%	56.2%	18.1%	28.1%	80.4%	-9.8%	Feb '26
FTSE Europe	83.89	0.8%	5.0%	0.0%	-1.3%	4.9%	33.1%	35.8%	0.8%	50.5%	53.1%	39.6%	104.5%	-6.9%	Feb '26
MSCI Japan	85.70	0.5%	5.1%	1.1%	3.2%	6.8%	45.8%	25.9%	6.1%	62.1%	40.4%	41.5%	92.7%	-8.8%	Feb '26
MSCI India	47.20	1.2%	3.9%	-5.6%	-12.7%	-10.5%	-4.0%	2.7%	-12.7%	19.2%	20.7%	2.3%	17.5%	-19.7%	Sep '24
MSCI China	55.81	-0.05%	1.6%	-1.6%	-11.0%	-15.2%	14.1%	31.0%	-7.1%	21.5%	-25.6%	-1.4%	50.9%	-15.7%	Oct '25
International Bond	47.92	-0.07%	0.3%	-1.1%	-0.6%	0.0%	1.8%	2.9%	-0.4%	11.3%	0.5%	1.0%	17.0%	-2.4%	Feb '26
iShares Latin America	35.69	0.2%	4.9%	5.6%	12.4%	29.6%	66.7%	52.7%	17.2%	78.9%	82.1%	103.0%	82.1%	-4.4%	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	604.81	0.3%	4.1%	-1.9%	-4.6%	-1.5%	31.5%	17.8%	-3.3%	67.5%	74.0%	46.3%	93.9%	-5.2%	Jan '26
US Large Growth	431.18	0.3%	4.9%	-3.5%	-9.3%	-8.6%	32.9%	18.3%	-8.8%	80.3%	76.9%	43.8%	111.2%	-12.1%	Oct '25
US Large Value	216.36	0.4%	3.3%	-0.2%	0.3%	6.3%	29.2%	15.7%	3.3%	50.3%	54.5%	39.6%	69.4%	-3.7%	Feb '26

US MidCap Blend	291.20	0.4%	3.7%	-1.5%	-2.4%	-0.7%	26.2%	11.6%	0.7%	47.5%	38.4%	22.9%	63.9%	-4.8%	Feb '26
US MidCap Growth	262.93	0.6%	5.3%	-3.1%	-8.7%	-11.1%	20.0%	10.7%	-5.6%	41.4%	22.9%	7.9%	59.2%	-11.5%	Oct '25
US MidCap Value	185.85	0.3%	2.4%	-0.3%	2.4%	7.3%	30.3%	12.1%	5.4%	50.0%	51.0%	36.1%	64.6%	-3.9%	Feb '26

US Small Blend	265.32	0.2%	4.5%	0.4%	-1.1%	3.5%	34.0%	8.9%	3.2%	50.1%	30.8%	24.4%	61.4%	-4.9%	Feb '26
US Small Growth	320.13	0.6%	6.3%	0.0%	-5.1%	-2.1%	38.5%	12.9%	-0.9%	47.8%	8.0%	11.1%	57.8%	-9.5%	Jan '26
US Small Value	192.98	0.4%	4.4%	1.6%	3.0%	8.2%	43.3%	12.4%	6.8%	52.7%	31.4%	24.7%	57.0%	-3.7%	Feb '26

Foreign Large Blend	98.66	0.7%	4.9%	0.4%	0.4%	5.4%	36.2%	31.6%	2.7%	51.1%	49.5%	41.0%	95.9%	-6.6%	Feb '26
Foreign Growth	113.54	0.6%	5.5%	-1.2%	-3.8%	-1.7%	26.7%	20.7%	-0.3%	28.5%	20.5%	10.2%	66.9%	-8.0%	Feb '26
Foreign Value	75.45	0.6%	4.3%	1.7%	4.2%	12.6%	45.6%	42.2%	5.7%	76.1%	81.5%	77.0%	127.0%	-5.6%	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	22.90		0.3%	-0.1%	0.3%	-1.5%	-0.8%	4.9%	3.6%	-1.2%	21.2%	27.7%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.45		0.06%	0.3%	0.6%	0.8%	2.2%	6.1%	5.2%	0.9%	21.8%	25.3%	24.4%	26.7%	New Peak	Apr '26
Bank Loan- Invesco	20.48		0%	0.8%	1.2%	-1.1%	1.0%	8.0%	6.9%	-0.9%	24.5%	28.0%	25.7%	32.1%	-1.2%	Jan '26
Interval CEF- Cliffwater	10.29	p	EOD	0.0%	0.3%	0.9%	3.0%	8.0%	8.9%	1.0%	36.2%	58.8%	48.6%	41.9%	-0.1%	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	52.02		0.3%	5.0%	-1.1%	-4.3%	0.0%	34.4%	17.7%	-2.3%	75.1%	96.8%	82.2%	101.3%	-5.5%	Feb '26
Int’l Min Volatility- Franklin	40.95		0.3%	2.4%	3.6%	10.4%	19.6%	44.0%	27.1%	11.7%	81.3%	115.7%	99.1%	113.8%	-1.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.65	p	EOD	6.6%	2.3%	-3.6%	1.5%	26.2%	3.0%	1.6%	76.9%	92.7%	89.6%	94.9%	-6.9%	Feb '26
Small Value- Avantis	111.99		0.5%	3.4%	3.3%	5.8%	12.1%	45.8%	7.4%	10.1%	63.3%	66.1%	49.0%	71.0%	-2.8%	Feb '26
Mid Value- Pacer Cash Cows	62.47		-0.10%	0.9%	-1.6%	1.8%	9.3%	30.0%	9.0%	4.1%	41.3%	66.5%	43.9%	55.7%	-3.5%	Feb '26
Growth- S&P Momentum	115.54		0.7%	7.1%	-2.0%	-4.3%	-3.5%	41.6%	26.6%	-2.9%	113.6%	123.7%	88.6%	131.8%	-6.5%	Oct '25
Invesco S&P Quality	76.21		0.6%	3.7%	-1.1%	-1.0%	3.7%	28.0%	13.2%	1.9%	67.3%	80.8%	51.6%	99.9%	-5.5%	Feb '26
Rotation Factor- BlackRock	59.00		0.4%	4.6%	-1.3%	-3.9%	-0.3%	35.4%	20.0%	-2.7%	86.9%	87.6%	64.4%	122.8%	-4.5%	Feb '26
US Min Volatility- Fidelity	65.41		0.4%	2.9%	-2.5%	-2.5%	-0.2%	18.8%	11.8%	-1.6%	42.1%	56.7%	33.9%	63.3%	-4.3%	Feb '26
Derivative Income- JPMorgan	56.63		0.3%	1.8%	-2.5%	-1.1%	2.6%	17.2%	8.1%	0.1%	31.0%	48.0%	29.7%	48.0%	-4.9%	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	16.39	p	EOD	0.4%	1.0%	2.8%	2.7%	14.6%	6.5%	3.7%	28.9%	36.8%	34.2%	33.8%	-1.3%	Mar '26
Multistrategy- AQR	14.58	p	EOD	1.2%	1.5%	3.0%	7.5%	17.3%	16.4%	4.1%	49.6%	76.6%	70.9%	52.8%	-0.1%	Feb '26
Long Short- AQR	20.78	p	EOD	1.5%	0.9%	-1.9%	6.6%	27.9%	34.4%	-1.8%	105.7%	177.8%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	15.25	p	EOD	1.0%	2.1%	3.0%	10.5%	18.4%	18.3%	4.6%	67.2%	72.5%	76.8%	77.4%	-0.4%	Apr '26
Multi Strategy- Variant	26.09	p	EOD	0.2%	0.6%	1.4%	3.2%	6.7%	7.2%	1.4%	22.1%	47.7%	35.7%	27.2%	New Peak	Apr '26
Long Short- First Trust	70.60		0.09%	1.7%	0.6%	-0.9%	1.2%	17.0%	9.1%	-0.5%	43.3%	60.0%	43.0%	58.1%	-2.0%	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)	299.92	1.4%	9.7%	0.5%	-4.5%	19.9%	106.7%	66.0%	-4.1%	178.9%	173.8%	108.6%	210.0%	-12.7%	Feb '26
Meta (Communications)	578.07	0.6%	7.8%	-10.3%	-12.4%	-19.1%	14.9%	13.1%	-12.4%	169.6%	90.2%	72.1%	356.9%	-26.7%	Aug '25
Amazon (Cyclical)	211.99	1.1%	5.5%	-0.6%	-12.0%	-4.0%	24.0%	5.2%	-8.2%	107.7%	31.5%	24.4%	87.8%	-16.5%	Nov '25
Tesla (Cyclical)	348.69	-3.3%	-1.9%	-12.1%	-19.5%	-23.1%	45.6%	11.4%	-22.5%	88.4%	51.2%	-12.8%	60.5%	-28.8%	Dec '25
Procter & Gamble (Defensive)	142.10	-0.7%	-1.8%	-7.5%	2.3%	-4.2%	-10.8%	-12.3%	-0.1%	0.8%	18.1%	-2.9%	24.9%	-18.3%	Dec '24
PepsiCo (Defensive)	155.70	-0.8%	-0.7%	-2.3%	13.0%	13.5%	10.5%	-1.8%	9.5%	-6.6%	26.6%	2.9%	3.0%	-12.2%	May '23
Coca-Cola (Defensive)	77.04	0.4%	1.0%	0.7%	14.3%	18.2%	13.4%	15.6%	10.9%	34.1%	68.1%	47.4%	55.0%	-4.9%	Feb '26
Exxon Mobil (Energy)	162.34	1.0%	-5.3%	7.4%	35.0%	44.4%	60.9%	16.0%	35.8%	56.3%	249.0%	196.5%	85.6%	-5.3%	Mar '26
Chevron (Energy)	198.48	-0.2%	-5.8%	4.5%	28.0%	31.6%	44.8%	10.1%	31.5%	34.4%	136.0%	97.5%	45.3%	-6.0%	Mar '26
JPMorgan Chase (Financial)	296.43	0.6%	4.5%	2.4%	-11.4%	-3.7%	43.0%	37.3%	-7.6%	147.7%	119.4%	104.5%	209.4%	-11.4%	Jan '26
Visa (Financial)	304.05	1.1%	1.5%	-4.2%	-14.8%	-12.6%	-2.2%	11.8%	-13.1%	37.6%	44.3%	41.8%	75.2%	-18.1%	Jun '25
Mastercard (Financial)	501.10	1.6%	1.4%	-4.1%	-13.5%	-13.2%	2.9%	9.0%	-12.1%	40.8%	39.5%	38.5%	80.2%	-16.1%	Aug '25
Bank of America (Financial)	50.02	1.3%	5.9%	2.8%	-12.1%	0.3%	48.7%	28.0%	-8.5%	94.2%	42.3%	20.6%	83.3%	-12.1%	Jan '26
UnitedHealth (Health)	281.34	1.5%	7.5%	-1.0%	-18.8%	-20.4%	-44.9%	-33.1%	-14.1%	-41.8%	-15.9%	-39.6%	-39.9%	-53.4%	Nov '24
Johnson & Johnson (Health)	240.96	-0.9%	-0.6%	0.2%	18.3%	29.6%	61.6%	47.5%	17.1%	59.5%	69.8%	58.8%	64.2%	-3.1%	Mar '26
Eli Lilly (Health)	920.71	-1.6%	3.8%	-7.0%	-13.3%	9.3%	25.6%	40.2%	-14.2%	155.6%	429.4%	252.3%	191.8%	-16.9%	Nov '25
Union Pacific (Industrials)	245.26	0.2%	2.5%	-3.5%	5.5%	4.5%	17.7%	3.9%	6.6%	32.3%	24.1%	9.2%	38.5%	-8.1%	Mar '26
Honeywell (Industrials)	227.30	-0.9%	1.7%	-3.4%	11.5%	16.7%	29.0%	-6.4%	17.1%	35.0%	21.9%	27.6%	50.4%	-8.4%	Mar '26
Nvidia (IT)	176.94	-0.3%	7.1%	-0.5%	-5.5%	-4.6%	87.7%	38.9%	-5.1%	555.0%	1179.7%	488.6%	1440.6%	-14.5%	Oct '25
Broadcom (IT)	313.36	-0.4%	6.8%	-5.0%	-8.7%	-6.2%	115.9%	50.6%	-9.3%	423.7%	615.8%	411.1%	669.2%	-23.8%	Dec '25
Adobe (IT)	244.54	0.7%	1.4%	-13.8%	-27.2%	-30.2%	-29.9%	-21.3%	-30.1%	-35.7%	-50.2%	-56.7%	-14.5%	-61.5%	Feb '24
Oracle (IT)	145.53	-0.6%	4.8%	-4.9%	-24.7%	-49.9%	14.6%	18.1%	-25.1%	57.3%	109.8%	75.3%	137.4%	-55.5%	Sep '25
salesforce.com (IT)	185.38	-1.0%	0.2%	-8.3%	-29.5%	-24.5%	-22.5%	-20.2%	-30.0%	-2.6%	-15.1%	-26.6%	31.9%	-49.2%	Dec '24
Linde PLC (Materials)	498.06	-0.9%	-0.2%	3.1%	14.3%	7.0%	15.3%	3.2%	17.2%	45.2%	87.7%	55.8%	92.0%	-1.9%	Mar '26
Sherwin-Williams (Materials)	317.24	-0.2%	0.4%	-3.8%	-6.5%	-5.4%	-3.6%	-3.8%	-1.9%	45.5%	28.1%	-2.7%	62.5%	-19.7%	Nov '24
American Tower (Real Estate)	176.78	1.8%	3.8%	-6.3%	0.5%	-3.8%	-16.9%	-0.9%	0.7%	-5.4%	-16.0%	-29.9%	7.2%	-23.4%	Sep '24
Prologis Inc. (Real Estate)	132.69	-0.8%	3.0%	-0.6%	4.9%	15.1%	39.8%	25.1%	4.8%	18.9%	39.9%	-8.5%	47.4%	-6.3%	Mar '26
NextEra Energy (Utilities)	92.88	-0.3%	0.9%	2.0%	15.4%	14.7%	42.9%	15.5%	16.5%	28.4%	36.3%	13.7%	41.0%	-2.3%	Feb '26
Duke Energy (Utilities)	131.67	-0.4%	0.0%	-0.6%	12.8%	7.7%	14.6%	12.7%	13.3%	48.4%	63.9%	50.1%	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	15.63	p	EOD	1.2%	-0.9%	-0.7%	1.0%	8.7%	9.4%	-0.1%	19.6%	10.7%	8.2%	29.6%	-2.5%	Feb '26
Moderate-60% Stock	64.53		0.2%	2.2%	-1.4%	-2.0%	0.9%	21.2%	16.4%	-0.7%	39.0%	33.3%	24.7%	58.3%	-4.6%	Feb '26
Mod Agg-80% Stock	50.45	p	EOD	3.1%	-1.5%	-2.3%	1.2%	27.8%	19.6%	-0.6%	50.3%	43.2%	32.1%	73.5%	-5.3%	Feb '26
Aggressive-90% Stock	30.26	p	EOD	3.8%	-0.8%	-2.2%	2.1%	32.5%	20.9%	0.0%	51.5%	45.0%	31.4%	75.5%	-5.8%	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	69744.73	1.1%	4.6%	2.4%	-25.6%	-44.1%	-16.8%	-6.3%	-20.3%	148.7%	19.9%	50.1%	264.1%	-44.1%	Oct '25
Ethereum	2141.72	1.6%	5.8%	8.2%	-35.0%	-54.3%	18.0%	-11.0%	-27.8%	14.4%	1.1%	-43.1%	65.4%	-55.7%	Aug '25
BNB	605.00	0.6%	-0.6%	-3.6%	-34.1%	-50.6%	1.2%	23.1%	-29.9%	93.6%	49.9%	18.1%	123.3%	-53.8%	Oct '25
Solana	81.97	0.1%	-0.6%	-3.2%	-41.9%	-64.7%	-33.2%	-34.2%	-34.2%	297.7%	228.4%	-51.9%	163.0%	-68.7%	Jan '25
Bitcoin ETF	39.58	4.2%	5.0%	2.5%	-24.5%	-44.5%	-17.1%	-6.4%	-20.3%	-	-	-	-	-44.5%	Oct '25
Grayscale Bitcoin (hi fee)	54.34	4.2%	5.0%	2.4%	-24.7%	-44.8%	-18.1%	-7.6%	-20.5%	271.1%	18.8%	75.5%	436.6%	-44.8%	Oct '25
Bloomberg Commodities	24.77	0.4%	2.0%	5.4%	23.2%	31.9%	42.9%	14.9%	26.8%	47.9%	90.6%	61.0%	39.7%	New Peak	Apr '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	4.89	0.06%	-0.2%	2.9%	0.6%	2.8%	11.5%	1.1%	1.1%	38.2%	111.3%	142.7%	26.0%	-4.1%	Oct '23
10yr Treasury rate	4.34	0.5%	-0.2%	4.9%	3.7%	4.2%	8.8%	-9.0%	4.1%	31.8%	161.8%	166.3%	11.1%	-13.1%	Oct '23
5yr Treasury rate	3.98	0.9%	0.2%	7.3%	7.1%	6.4%	7.4%	-15.0%	7.1%	18.7%	357.0%	191.9%	-3.1%	-19.7%	Oct '23
13-week T-bill	3.62	0.4%	0.7%	1.5%	2.9%	-6.1%	-12.8%	-15.7%	2.1%	-23.1%	24053.3%	6735.8%	2.5%	-32.3%	Oct '23
Crude Oil	113.40	1.7%	10.2%	24.8%	98.5%	83.8%	82.9%	-19.9%	97.5%	40.5%	91.1%	49.1%	29.9%	New Peak	Apr '26
Gold	4686.40	0.8%	3.5%	-8.9%	4.6%	18.7%	55.6%	64.5%	8.3%	132.9%	169.1%	160.4%	180.6%	-11.9%	Jan '26
USD/EUR	0.87	-0.3%	-0.8%	0.5%	1.4%	1.3%	-	-11.4%	1.7%	-5.5%	2.8%	-1.6%	-16.0%	-11.3%	Jan '25
USD/JPY	159.61	-0.01%	-0.1%	1.3%	1.9%	6.2%	-	-0.4%	2.0%	21.2%	45.4%	38.6%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	24.56	2.9%	-19.8%	-16.7%	66.5%	50.0%	-45.8%	-13.8%	64.3%	33.5%	35.5%	48.0%	-26.8%	-53.1%	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	50.63		-0.01%	0.2%	-0.3%	0.2%	1.5%	4.5%	6.1%	0.4%	18.9%	18.4%	17.7%	22.9%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.10		-0.05%	0.3%	-1.3%	-0.5%	1.0%	3.1%	4.3%	-0.2%	9.0%	6.1%	4.1%	15.5%	-2.1%	Feb '26
Interm Bond- Janus MSB	45.38		0.06%	0.7%	-0.6%	0.5%	2.2%	5.1%	8.8%	0.6%	12.9%	4.0%	4.2%	21.1%	-1.5%	Feb '26
Interm Bond- Vanguard	77.00		-0.10%	0.1%	-1.2%	-0.6%	0.6%	3.6%	8.5%	-0.5%	10.9%	2.4%	1.6%	19.4%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	0.6%	0.6%	0.1%	1.4%	8.9%	8.2%	0.4%	29.9%	35.3%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	47.72		0.07%	0.6%	-1.4%	-1.7%	-0.2%	4.5%	8.2%	-1.2%	15.6%	13.4%	12.3%	26.2%	-3.1%	Feb '26
Long Bond- Vanguard	75.02		0.05%	1.2%	-1.1%	-0.5%	-0.8%	3.7%	7.2%	-0.2%	8.3%	-8.2%	-11.8%	24.5%	-3.2%	Oct '25
Long CA Muni- PIMCO	9.37	p	EOD	0.9%	-0.8%	-0.4%	0.9%	1.8%	3.3%	-0.2%	8.3%	2.4%	0.0%	14.9%	-1.8%	Feb '26
Long Muni- iShares	56.95		-0.02%	0.4%	-1.4%	-0.7%	1.1%	3.2%	3.4%	-0.4%	7.0%	3.0%	1.6%	13.3%	-2.3%	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