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S&P 500

Return

61.7%

[

18.6%

annualized]

Dec 29 2023 - Oct 20 2026

DJIA (Large Value)

Return

39.3%

[

12.5%

annualized]

Dec 29 2023 - Oct 20 2026

Russell 2000 (Small Cap)

Return

36.8%

[

11.8%

annualized]

Dec 29 2023 - Oct 20 2026

Performance Range:

As of Oct 20 06:20 PM EDT, next update at 06:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7712.57	0.3%	-1.2%	0.8%	3.6%	8.5%	14.5%	16.4%	12.7%	82.6%	70.0%	25.5%	54.8%	-1.4%	Oct '26
DJIA (Large Value)	52495.88	1.0%	1.6%	1.6%	1.3%	6.2%	12.4%	13.0%	9.2%	58.5%	47.4%	17.6%	39.4%	-3.4%	Aug '26
Russell 2000 (Small Cap)	2773.42	1.7%	-0.4%	-3.0%	-5.7%	-0.7%	10.9%	11.3%	11.7%	65.0%	21.1%	21.5%	57.5%	-9.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26424.82	-0.02%	-2.9%	-0.4%	3.6%	8.3%	14.9%	20.4%	13.7%	103.5%	74.7%	31.8%	73.1%	-4.3%	Oct '26
Aggregate Bond	95.27	0.2%	0.6%	-0.4%	-1.7%	-2.6%	-1.9%	7.2%	-1.7%	16.2%	-1.5%	4.4%	3.5%	-3.5%	Feb '26
Corp Bond	103.22	0.3%	0.7%	-1.0%	-2.4%	-3.9%	-3.9%	7.9%	-3.0%	19.7%	-4.3%	3.6%	5.0%	-4.6%	Feb '26
High Yield Bond	76.83	0%	-0.3%	-1.7%	-2.1%	-1.8%	0.7%	8.6%	-0.4%	27.5%	16.7%	6.2%	10.7%	-2.9%	Aug '26
Preferred	28.87	0.10%	-1.5%	-3.2%	-3.4%	-5.5%	-3.9%	4.9%	-3.0%	21.5%	-0.9%	0.3%	8.5%	-6.8%	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	51.23	0.5%	3.0%	3.0%	2.9%	-1.1%	17.3%	9.9%	14.4%	44.1%	32.7%	17.7%	41.8%	-4.1%	Aug '26
Consumer Discretionary/Cyclical	115.50	0.9%	2.8%	4.3%	1.0%	-3.2%	-1.4%	7.4%	-2.7%	56.1%	26.3%	3.6%	32.6%	-6.7%	Jan '26
Financial Services	55.72	1.2%	1.6%	0.1%	-0.2%	6.6%	7.2%	14.9%	3.0%	81.2%	50.9%	9.5%	29.7%	-4.5%	Sep '26
Real Estate	92.28	1.7%	1.3%	0.2%	-6.4%	-3.2%	4.0%	3.3%	7.3%	43.4%	3.4%	7.1%	22.4%	-7.8%	Jul '26
Communication Services	110.19	0.09%	-1.9%	-0.2%	-0.2%	-6.7%	-4.0%	23.1%	-5.6%	71.4%	41.9%	7.2%	30.3%	-7.4%	Jan '26
Energy	67.97	0.3%	1.1%	6.3%	18.0%	25.1%	60.9%	7.9%	55.0%	65.5%	176.7%	55.7%	86.0%	-0.4%	Oct '26
Industrials	166.80	0.07%	-1.1%	-1.5%	-6.1%	-3.6%	9.9%	19.3%	8.4%	76.2%	72.4%	22.8%	45.9%	-10.3%	Aug '26
Technology	185.44	-0.3%	-5.5%	-2.1%	5.7%	20.3%	29.3%	24.6%	29.3%	130.5%	143.0%	54.6%	108.0%	-8.2%	Oct '26
Consumer Staples/Defensive	87.75	0.6%	4.2%	6.7%	4.1%	8.0%	13.2%	1.5%	15.1%	41.5%	41.4%	12.7%	19.7%	-0.6%	Feb '26
Healthcare	179.82	2.4%	6.0%	7.2%	13.3%	23.0%	26.3%	14.5%	17.6%	47.6%	49.3%	26.5%	38.8%	NewNew Peak	Oct '26
Utilities	41.88	1.3%	0.0%	2.6%	-6.1%	-7.2%	-5.9%	16.0%	0.1%	57.8%	45.4%	9.6%	19.5%	-10.4%	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	158.77	0.4%	-1.2%	-0.3%	2.8%	6.2%	15.1%	22.4%	12.9%	84.6%	65.2%	31.0%	56.8%	-2.3%	Aug '26
MSCI Emerging Markets	63.32	0.02%	-3.7%	-5.5%	-0.4%	0.7%	17.5%	34.0%	16.3%	84.9%	35.8%	46.1%	69.2%	-11.1%	Jun '26
FTSE Europe	87.18	0.9%	1.0%	-1.2%	-0.3%	-0.3%	10.7%	35.8%	6.5%	71.0%	49.7%	31.5%	45.7%	-6.2%	Aug '26
MSCI Japan	95.43	0.5%	-1.9%	-1.6%	5.5%	7.4%	19.2%	25.9%	18.8%	79.2%	55.8%	44.2%	62.8%	-3.9%	Oct '26
MSCI India	47.78	0.8%	1.1%	-0.5%	-1.6%	-5.4%	-12.7%	2.7%	-11.6%	9.4%	2.4%	-4.0%	-2.8%	-14.5%	Jun '25
MSCI China	50.96	0.2%	-2.3%	-4.0%	-5.8%	-13.5%	-19.0%	31.0%	-14.6%	34.4%	-21.1%	-2.4%	15.9%	-22.5%	Oct '25
International Bond	47.11	0.2%	0.2%	0.4%	-0.7%	-1.0%	-1.1%	2.9%	-0.4%	13.7%	1.0%	2.3%	2.0%	-2.4%	Feb '26
iShares Latin America	38.04	1.5%	0.4%	8.6%	11.1%	1.8%	38.2%	52.7%	26.5%	80.4%	104.5%	68.5%	89.2%	-0.4%	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	706.80	0.3%	-1.2%	1.0%	3.9%	9.1%	15.9%	17.8%	13.7%	89.7%	82.2%	28.0%	57.5%	-1.3%	Oct '26
US Large Growth	122.41	-0.2%	-3.7%	-0.7%	2.6%	3.3%	4.3%	19.8%	3.7%	94.3%	88.7%	19.8%	55.0%	-5.2%	Oct '26
US Large Value	257.70	0.9%	1.2%	2.4%	4.7%	14.2%	27.7%	15.7%	23.8%	84.4%	71.7%	35.1%	58.3%	-0.3%	Sep '26

US MidCap Blend	80.93	1.0%	-0.1%	1.2%	1.3%	5.3%	13.3%	17.0%	12.3%	87.5%	69.4%	25.0%	49.2%	-4.2%	Aug '26
US MidCap Growth	291.18	0.7%	-2.3%	-0.2%	-0.5%	2.2%	0.2%	10.7%	4.8%	58.0%	19.6%	7.8%	35.9%	-7.2%	Aug '26
US MidCap Value	206.90	1.2%	1.4%	2.9%	3.2%	8.2%	21.7%	12.1%	18.4%	75.4%	56.6%	28.6%	50.4%	-1.4%	Aug '26

US Small Blend	288.04	1.3%	0.0%	-0.2%	-1.8%	1.3%	13.7%	8.9%	12.8%	66.8%	35.3%	18.7%	51.6%	-6.6%	Aug '26
US Small Growth	348.54	1.8%	-0.7%	-3.7%	-6.7%	-2.6%	6.0%	12.9%	8.2%	69.0%	18.7%	18.5%	56.6%	-11.8%	Aug '26
US Small Value	211.03	1.5%	0.0%	-2.1%	-4.1%	2.4%	19.1%	12.4%	17.7%	73.2%	38.7%	29.8%	64.2%	-6.8%	Aug '26

Foreign Large Blend	103.69	0.8%	0.2%	-1.2%	1.1%	1.4%	12.5%	31.6%	9.7%	71.2%	51.1%	33.6%	49.5%	-4.7%	Aug '26
Foreign Growth	119.43	0.9%	-0.1%	-0.6%	0.4%	-1.1%	4.1%	20.7%	5.7%	51.4%	18.6%	18.2%	37.5%	-6.1%	Aug '26
Foreign Value	79.28	0.8%	0.5%	-1.9%	1.7%	3.9%	21.5%	42.2%	14.0%	92.6%	89.3%	49.8%	62.3%	-4.6%	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	22.75		-0.04%	0.2%	-0.5%	0.5%	2.0%	3.1%	3.6%	2.5%	18.8%	29.1%	5.4%	9.2%	-0.9%	Sep '26
Ultra Short- Janus AAA CLO	50.60		0.02%	0.1%	0.3%	1.2%	2.4%	4.9%	5.2%	3.6%	19.4%	27.9%	8.2%	8.7%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.30		-0.10%	-0.3%	-0.6%	1.2%	1.9%	4.1%	6.9%	1.9%	21.7%	29.8%	8.2%	12.1%	-0.7%	Sep '26
Interval CEF- Cliffwater	10.20	p	EOD	0.0%	-1.8%	-0.8%	0.8%	4.2%	8.9%	2.4%	28.7%	53.5%	9.9%	9.7%	-2.0%	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	59.09		0.3%	-1.3%	-0.3%	1.5%	5.3%	14.1%	17.7%	11.5%	90.1%	107.2%	25.6%	55.0%	-2.8%	Aug '26
Int’l Min Volatility- Franklin	42.90		0.8%	1.5%	1.5%	3.9%	7.7%	28.0%	27.1%	19.8%	92.4%	120.3%	45.8%	60.1%	NewNew Peak	Oct '26
MidCap 30 - Hennessy (hi fee)	24.98	p	EOD	-2.9%	-2.9%	-10.1%	-8.5%	4.6%	3.0%	2.9%	64.6%	95.1%	5.2%	34.0%	-15.8%	Jun '26
Small Value- Avantis	120.95		1.1%	0.3%	-0.8%	-2.6%	3.0%	24.4%	7.4%	19.7%	70.2%	65.0%	27.4%	64.6%	-5.7%	Aug '26
Mid Value- Pacer Cash Cows	71.08		1.2%	2.9%	3.0%	10.6%	13.4%	26.5%	9.0%	19.4%	54.6%	71.4%	25.1%	54.2%	-1.6%	Sep '26
Growth- S&P Momentum	141.95		-0.03%	-4.1%	-4.7%	-1.6%	11.6%	18.1%	26.6%	19.7%	156.4%	135.7%	39.6%	73.8%	-12.1%	Jun '26
Invesco S&P Quality	84.34		0.08%	-1.3%	0.7%	0.0%	5.2%	14.9%	13.2%	13.3%	75.6%	76.0%	20.7%	44.7%	-6.2%	Jun '26
Rotation Factor- BlackRock	69.04		0.12%	-1.8%	-0.3%	3.4%	9.0%	17.1%	20.0%	14.3%	105.5%	98.7%	30.8%	60.9%	-2.3%	Oct '26
US Min Volatility- Fidelity	74.12		0.7%	1.3%	3.9%	6.4%	9.0%	14.2%	11.8%	12.3%	59.0%	59.6%	20.1%	39.2%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.36		0.5%	0.8%	2.6%	3.7%	3.4%	8.7%	8.1%	6.4%	38.1%	43.3%	10.2%	27.0%	-0.1%	Aug '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	18.25	p	EOD	-0.2%	-0.1%	5.5%	9.2%	15.8%	6.5%	15.4%	35.1%	50.6%	21.1%	26.5%	-0.7%	Sep '26
Multistrategy- AQR	15.58	p	EOD	-0.2%	0.3%	6.1%	8.1%	14.2%	16.4%	11.2%	47.0%	84.5%	22.5%	27.7%	-0.3%	Oct '26
Long Short- AQR	22.36	p	EOD	-0.9%	-0.3%	7.4%	11.1%	14.6%	34.4%	5.7%	90.3%	194.5%	31.9%	37.3%	-1.4%	Sep '26
Mkt Neutral- BlackRock	15.90	p	EOD	-0.7%	0.3%	5.4%	11.8%	23.8%	18.3%	17.4%	75.5%	97.7%	37.5%	31.2%	-2.1%	Oct '26
Multi Strategy- Variant	25.76	p	EOD	0.1%	0.6%	1.7%	3.1%	6.2%	7.2%	4.8%	20.3%	42.5%	11.2%	10.3%	NewNew Peak	Oct '26
Long Short- First Trust	77.20		-0.01%	-1.1%	1.0%	3.6%	6.9%	11.7%	9.1%	9.4%	52.7%	62.9%	15.5%	30.5%	-1.1%	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)	340.27	-1.1%	-3.8%	-2.7%	-3.3%	1.0%	33.0%	66.0%	8.9%	153.3%	142.3%	84.7%	136.3%	-15.4%	May '26
Meta (Communications)	694.25	-1.6%	-9.0%	4.4%	7.6%	3.7%	-4.9%	13.1%	5.4%	127.1%	105.7%	-0.8%	36.7%	-11.8%	Aug '25
Amazon (Cyclical)	262.63	0.07%	1.6%	3.5%	5.1%	5.8%	21.3%	5.2%	13.8%	109.8%	53.8%	15.9%	53.9%	-7.5%	Aug '26
Tesla (Cyclical)	373.71	1.5%	-0.4%	2.6%	1.1%	-4.8%	-16.5%	11.4%	-16.9%	76.3%	29.5%	3.6%	68.4%	-23.7%	Dec '25
Procter & Gamble (Defensive)	159.32	1.0%	4.1%	8.8%	7.6%	11.9%	7.9%	-12.3%	13.6%	15.7%	28.3%	-0.2%	4.9%	-5.7%	Mar '25
PepsiCo (Defensive)	134.02	0.3%	5.3%	3.3%	0.0%	-12.8%	-9.2%	-1.8%	-3.8%	-6.7%	-2.3%	-1.5%	1.5%	-19.0%	Feb '26
Coca-Cola (Defensive)	93.49	0.07%	3.8%	5.9%	14.5%	25.4%	40.2%	15.6%	36.3%	86.8%	98.1%	40.0%	42.4%	-0.4%	Oct '26
Exxon Mobil (Energy)	177.86	-0.2%	2.2%	8.8%	20.7%	22.0%	62.4%	16.0%	50.8%	76.7%	231.9%	69.0%	85.0%	-0.6%	Oct '26
Chevron (Energy)	225.71	0.6%	3.7%	7.7%	20.0%	25.4%	51.9%	10.1%	52.2%	53.4%	143.7%	52.7%	75.3%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	335.26	0.5%	1.2%	-3.6%	-0.6%	6.8%	13.0%	37.3%	6.1%	149.9%	122.2%	24.3%	59.1%	-7.7%	Aug '26
Visa (Financial)	406.57	0.9%	2.7%	10.4%	13.0%	30.0%	19.0%	11.8%	16.6%	78.2%	82.5%	15.8%	33.4%	NewNew Peak	Oct '26
Mastercard (Financial)	620.42	0.7%	2.6%	9.9%	13.5%	20.5%	10.2%	9.0%	9.4%	64.3%	79.2%	10.3%	30.7%	NewNew Peak	Oct '26
Bank of America (Financial)	50.64	0.5%	-6.2%	-12.3%	-15.8%	-5.2%	-0.6%	28.0%	-6.5%	106.8%	21.5%	14.4%	49.3%	-21.5%	Aug '26
UnitedHealth (Health)	419.26	3.0%	11.0%	11.2%	0.1%	31.2%	18.1%	-33.1%	29.5%	-15.3%	5.5%	-14.3%	-21.1%	-27.2%	Apr '25
Johnson & Johnson (Health)	259.36	2.2%	4.3%	-3.9%	4.8%	13.6%	36.9%	47.5%	27.3%	84.6%	82.1%	70.7%	79.6%	-6.8%	Sep '26
Eli Lilly (Health)	1283.66	3.5%	10.0%	11.3%	12.1%	40.0%	59.7%	40.2%	20.0%	124.1%	451.2%	49.6%	78.6%	NewNew Peak	Oct '26
Union Pacific (Industrials)	287.61	0.2%	1.9%	2.9%	-2.5%	15.2%	29.2%	3.9%	26.2%	45.4%	41.2%	21.0%	42.7%	-7.0%	Aug '26
Honeywell (Industrials)	213.32	1.6%	2.9%	3.3%	-5.4%	-10.7%	6.8%	-6.4%	5.7%	26.6%	6.9%	6.0%	21.6%	-17.3%	Mar '26
Nvidia (IT)	216.47	-0.3%	-5.3%	-2.6%	6.6%	7.4%	18.8%	38.9%	16.3%	424.6%	883.7%	55.9%	125.4%	-9.5%	Oct '26
Broadcom (IT)	334.37	-0.07%	-6.4%	-6.3%	-11.4%	-16.0%	-3.5%	50.6%	-2.9%	304.6%	617.1%	48.3%	116.8%	-30.3%	Jun '26
Adobe (IT)	256.73	3.9%	8.7%	3.1%	9.4%	3.3%	-25.2%	-21.3%	-26.6%	-52.5%	-59.4%	-43.8%	-24.5%	-44.7%	Feb '25
Oracle (IT)	131.14	1.2%	-8.4%	-10.8%	8.4%	-25.6%	-52.1%	18.1%	-31.8%	33.4%	45.2%	-26.2%	7.5%	-59.5%	Sep '25
salesforce.com (IT)	242.43	-0.01%	1.9%	1.9%	39.7%	30.7%	-3.9%	-20.2%	-7.9%	21.3%	-14.8%	-24.3%	0.7%	-31.7%	Jan '25
Linde PLC (Materials)	501.89	-0.3%	2.0%	9.0%	-1.7%	1.4%	12.7%	3.2%	18.9%	42.4%	72.6%	11.2%	23.9%	-7.9%	Jul '26
Sherwin-Williams (Materials)	336.01	1.3%	3.7%	4.8%	4.1%	-1.8%	2.4%	-3.8%	4.4%	45.2%	16.5%	-3.0%	8.7%	-9.6%	Sep '25
American Tower (Real Estate)	183.56	0.3%	2.3%	6.6%	11.1%	3.1%	-1.1%	-0.9%	7.8%	27.5%	-21.8%	3.9%	-4.3%	-17.1%	Jul '25
Prologis Inc. (Real Estate)	127.47	2.7%	-4.6%	-5.5%	-12.9%	-10.8%	3.4%	25.1%	2.2%	37.1%	3.0%	11.1%	49.2%	-14.4%	Jul '26
NextEra Energy (Utilities)	78.86	0.9%	0.8%	-2.0%	-9.7%	-13.0%	-4.3%	15.5%	0.4%	65.9%	7.5%	20.3%	28.6%	-18.2%	Apr '26
Duke Energy (Utilities)	121.33	1.7%	2.7%	3.2%	-2.7%	-3.4%	-2.6%	12.7%	6.2%	56.1%	43.9%	14.3%	10.2%	-7.5%	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	15.61	p	EOD	-0.1%	-0.5%	-0.8%	-0.7%	1.6%	9.4%	1.3%	26.9%	10.0%	9.2%	12.0%	-2.1%	Aug '26
Moderate-60% Stock	68.49		0.3%	-0.4%	-0.4%	0.9%	2.5%	8.5%	16.4%	7.1%	54.0%	36.6%	20.6%	33.4%	-2.3%	Aug '26
Mod Agg-80% Stock	55.18	p	EOD	-1.1%	-1.0%	1.3%	3.5%	11.3%	19.6%	9.6%	67.6%	47.8%	25.6%	44.0%	-2.9%	Aug '26
Aggressive-90% Stock	34.14	p	EOD	-1.5%	-1.4%	1.0%	4.6%	15.2%	20.9%	12.8%	74.3%	50.2%	29.8%	53.1%	-3.3%	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	82964.55	1.4%	-0.2%	2.6%	27.2%	9.3%	-25.0%	-6.3%	-5.2%	179.5%	25.7%	-14.1%	8.8%	-33.5%	Oct '25
Ethereum	2459.15	2.3%	-1.5%	-5.8%	29.2%	6.2%	-38.2%	-11.0%	-17.1%	53.2%	-40.8%	-9.4%	67.0%	-49.1%	Aug '25
BNB	741.82	1.5%	0.1%	-2.5%	30.0%	17.9%	-32.6%	23.1%	-14.1%	249.4%	48.1%	13.5%	34.0%	-43.4%	Oct '25
Solana	106.92	1.9%	0.2%	-5.0%	37.4%	25.3%	-43.7%	-34.2%	-14.1%	295.5%	-39.2%	-36.7%	1.3%	-59.2%	Jan '25
Bitcoin ETF	46.71	0.9%	-0.9%	1.5%	26.6%	8.0%	-25.8%	-6.4%	-5.9%	-	-	-14.5%	7.2%	-34.5%	Oct '25
Grayscale Bitcoin (hi fee)	63.70	0.9%	-0.9%	1.4%	26.3%	7.3%	-26.7%	-7.6%	-6.8%	198.3%	36.3%	-16.3%	5.1%	-35.3%	Oct '25
Bloomberg Commodities	26.26	-0.3%	-1.1%	-0.7%	9.8%	10.0%	37.5%	14.9%	34.5%	53.2%	61.0%	41.0%	56.1%	-2.1%	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	5.43	-0.9%	-2.5%	1.8%	6.0%	11.1%	18.6%	1.1%	12.1%	6.6%	157.0%	13.9%	15.1%	-4.2%	Oct '26
10yr Treasury rate	5.12	-0.4%	-1.9%	2.4%	11.3%	20.4%	28.4%	-9.0%	22.9%	3.9%	212.8%	12.8%	20.1%	-3.7%	Oct '26
5yr Treasury rate	4.93	0.12%	-1.4%	1.6%	14.0%	28.2%	37.9%	-15.0%	32.6%	1.5%	330.3%	12.9%	26.1%	-3.0%	Sep '26
13-week T-bill	4.08	0.12%	0.6%	2.6%	10.1%	13.4%	7.4%	-15.7%	15.0%	-23.0%	8060.0%	-3.3%	-2.3%	-4.8%	May '25
Crude Oil	98.20	-5.3%	4.3%	-2.1%	18.0%	9.6%	70.7%	-19.9%	71.0%	10.6%	17.1%	35.9%	64.8%	-13.1%	Apr '26
Gold	4145.00	-0.4%	-0.8%	-6.3%	3.2%	-14.2%	-4.9%	64.4%	-4.5%	107.8%	132.2%	41.2%	38.6%	-22.1%	Jan '26
USD/EUR	0.89	-0.2%	-0.3%	2.3%	1.6%	4.9%	3.6%	-11.4%	4.6%	-	3.7%	-7.0%	-2.3%	-8.8%	Jan '25
USD/JPY	158.27	-0.2%	0.0%	0.9%	-2.6%	-0.4%	5.0%	-0.4%	1.2%	-	38.4%	4.2%	8.5%	-3.4%	Jul '26
S&P 500 Volatility Index	17.31	-6.1%	13.4%	16.9%	-7.2%	-8.3%	-5.0%	-13.8%	15.8%	-20.3%	11.7%	13.4%	-66.9%	-66.9%	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	49.94		0.04%	0.2%	0.2%	0.1%	0.8%	2.5%	6.1%	1.7%	18.7%	19.2%	7.0%	6.3%	-0.4%	Aug '26
Interm Muni- JPMorgan	48.24		0.08%	0.8%	-0.2%	-2.9%	-2.8%	-1.4%	4.3%	-1.8%	12.3%	3.2%	1.8%	4.2%	-3.7%	Jul '26
Interm Bond- Janus MSB	42.84		0.2%	0.6%	-0.8%	-2.8%	-3.7%	-2.0%	8.8%	-2.5%	19.5%	0.7%	5.0%	4.0%	-4.6%	Feb '26
Interm Bond- Vanguard	73.41		0.2%	0.5%	-0.4%	-2.2%	-3.3%	-2.7%	8.5%	-2.6%	16.7%	-0.7%	4.8%	3.2%	-4.4%	Feb '26
Multisector Bond- Intrepid	8.70	p	EOD	-0.3%	-1.2%	-1.1%	0.2%	2.9%	8.2%	1.8%	27.0%	31.5%	8.4%	11.3%	-1.4%	Aug '26
Int’l Bond- JPMorgan	46.85		0.13%	0.1%	-0.4%	-1.4%	-1.5%	-0.3%	8.2%	-0.7%	19.5%	13.3%	5.6%	6.2%	-2.5%	Feb '26
Long Bond- Vanguard	69.77		0.7%	1.3%	-1.5%	-3.1%	-5.2%	-6.4%	7.2%	-4.1%	20.6%	-15.1%	1.6%	5.1%	-6.9%	Oct '25
Long CA Muni- PIMCO	8.96	p	EOD	0.9%	-0.4%	-3.5%	-3.1%	-1.4%	4.4%	-2.0%	15.5%	3.3%	1.8%	4.6%	-4.4%	Jul '26
Long Muni- iShares	54.83		0.07%	0.6%	-0.2%	-3.2%	-3.2%	-1.9%	3.4%	-2.4%	10.4%	0.4%	1.3%	5.2%	-4.2%	Feb '26

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