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S&P 500

Return

93.6%

[

20.3%

annualized]

Dec 30 2022 - Jul 28 2026

DJIA (Large Value)

Return

59.2%

[

13.9%

annualized]

Dec 30 2022 - Jul 28 2026

Russell 2000 (Small Cap)

Return

67.6%

[

15.5%

annualized]

Dec 30 2022 - Jul 28 2026

Performance Range:

As of Jul 28 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	7433.85	0.3%	-1.0%	1.1%	4.1%	6.5%	16.3%	16.4%	8.6%	62.2%	68.9%	55.0%	107.8%	-2.3%	Jun '26
DJIA (Large Value)	52766.85	1.1%	1.0%	1.7%	7.4%	7.7%	17.7%	13.0%	9.8%	48.8%	51.1%	44.2%	80.6%	-0.5%	Jul '26
Russell 2000 (Small Cap)	2952.39	0.1%	-1.2%	-1.9%	7.1%	11.3%	30.8%	11.3%	19.0%	49.0%	32.7%	29.9%	74.9%	-2.4%	Jun '26
NASDAQ Comp (Tech/Growth)	24894.50	-0.2%	-3.6%	-1.6%	0.9%	4.3%	17.5%	20.4%	7.1%	73.9%	68.6%	57.2%	139.0%	-8.1%	Jun '26
Aggregate Bond	97.90	0.2%	0.2%	-1.4%	-1.2%	-1.0%	2.9%	7.2%	-0.7%	11.6%	-2.1%	-0.2%	16.5%	-2.5%	Feb '26
Corp Bond	106.82	0.3%	0.0%	-2.5%	-1.9%	-2.0%	2.0%	7.9%	-1.6%	12.6%	-5.5%	-2.8%	23.2%	-3.3%	Feb '26
High Yield Bond	79.40	0.2%	-0.3%	-0.5%	-0.7%	0.0%	3.6%	8.6%	0.5%	24.6%	18.2%	17.0%	36.9%	-1.1%	May '26
Preferred	30.35	0.2%	0.1%	0.0%	-2.6%	-3.1%	2.0%	4.9%	-0.4%	16.4%	3.0%	0.8%	23.7%	-4.3%	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	52.37	1.9%	4.5%	1.5%	1.9%	5.3%	16.7%	9.9%	16.0%	29.6%	39.2%	27.6%	63.8%	-1.9%	Feb '26
Consumer Discretionary/Cyclical	112.28	1.3%	-2.3%	-1.8%	-4.0%	-7.6%	-0.1%	7.4%	-5.8%	32.9%	28.2%	10.7%	66.5%	-9.7%	Jan '26
Financial Services	57.51	1.1%	2.5%	7.3%	10.9%	9.1%	9.6%	14.9%	5.5%	70.7%	71.6%	56.6%	101.5%	NewNew Peak	Jul '26
Real Estate	101.14	0.6%	1.6%	2.5%	5.7%	14.3%	15.4%	3.3%	15.5%	33.3%	14.4%	3.9%	52.5%	NewNew Peak	Jul '26
Communication Services	109.56	1.8%	-0.4%	3.2%	-5.3%	-5.9%	3.4%	23.1%	-6.6%	64.2%	37.6%	46.5%	138.9%	-8.5%	Jan '26
Energy	57.62	-1.3%	-1.5%	7.0%	-0.2%	15.9%	33.9%	7.9%	29.7%	46.6%	175.8%	133.6%	61.8%	-7.9%	Mar '26
Industrials	182.48	-0.4%	2.1%	0.7%	6.7%	11.5%	19.3%	19.3%	18.0%	72.5%	91.0%	85.7%	127.1%	-1.7%	Jul '26
Technology	171.36	-1.7%	-5.2%	-5.4%	8.6%	15.0%	30.3%	24.6%	19.2%	96.2%	132.6%	101.7%	201.7%	-13.5%	Jun '26
Consumer Staples/Defensive	87.09	2.0%	3.6%	2.8%	4.8%	6.4%	10.2%	1.5%	12.7%	23.3%	38.9%	26.3%	41.3%	-2.7%	Feb '26
Healthcare	167.42	2.5%	4.5%	4.4%	16.4%	8.9%	25.4%	14.5%	8.6%	29.6%	37.2%	28.6%	45.5%	NewNew Peak	Jul '26
Utilities	45.63	-0.11%	1.6%	-1.2%	-1.3%	6.0%	11.5%	16.0%	7.6%	48.0%	58.8%	46.4%	65.1%	-3.7%	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	154.58	-0.02%	-1.1%	0.2%	3.3%	5.3%	18.8%	22.4%	9.3%	62.7%	64.1%	56.0%	112.0%	-3.4%	Jun '26
MSCI Emerging Markets	62.45	-1.8%	-4.4%	-7.1%	-0.9%	2.8%	28.8%	34.0%	14.1%	59.2%	34.9%	40.0%	97.2%	-12.3%	Jun '26
FTSE Europe	89.31	0.5%	0.6%	2.5%	3.7%	2.1%	17.3%	35.8%	7.3%	52.6%	52.3%	48.6%	117.7%	-0.8%	Feb '26
MSCI Japan	89.87	-1.8%	-3.1%	-3.2%	2.6%	5.5%	25.6%	25.9%	11.3%	53.2%	49.0%	48.4%	102.0%	-7.3%	Jun '26
MSCI India	49.39	1.0%	1.3%	-0.3%	0.3%	-4.1%	-7.2%	2.7%	-8.6%	11.8%	19.5%	7.0%	23.0%	-16.0%	Sep '24
MSCI China	54.38	0.2%	0.7%	7.7%	-4.2%	-14.9%	-6.2%	31.0%	-9.5%	17.9%	-15.6%	-3.9%	47.1%	-17.8%	Oct '25
International Bond	47.98	0.1%	0.3%	-1.1%	0.2%	-0.2%	1.2%	2.9%	0.2%	11.9%	-0.3%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	34.87	0.2%	0.5%	3.1%	-4.1%	-4.7%	42.9%	52.7%	14.5%	42.8%	60.2%	98.3%	77.9%	-8.5%	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	681.11	0.3%	-1.0%	1.6%	4.1%	6.8%	17.4%	17.8%	9.0%	68.2%	80.7%	64.8%	118.4%	-2.5%	Jun '26
US Large Growth	116.57	-0.5%	-3.9%	-2.1%	-2.1%	-1.4%	6.5%	19.8%	-1.4%	73.4%	85.3%	67.9%	142.3%	-9.5%	Jun '26
US Large Value	251.98	0.9%	1.8%	3.8%	11.0%	15.3%	28.8%	15.7%	20.3%	63.1%	73.5%	62.6%	97.3%	NewNew Peak	Jul '26

US MidCap Blend	81.35	0.4%	1.1%	1.7%	7.0%	9.1%	16.7%	17.0%	12.5%	68.8%	79.8%	65.9%	114.5%	NewNew Peak	Jul '26
US MidCap Growth	293.80	-0.3%	-1.1%	-1.6%	5.6%	4.1%	0.8%	10.7%	5.5%	41.8%	26.1%	20.5%	77.9%	-4.2%	Jun '26
US MidCap Value	207.60	1.0%	2.8%	4.3%	8.0%	12.6%	24.5%	12.1%	17.7%	54.4%	64.5%	52.0%	83.8%	NewNew Peak	Jul '26

US Small Blend	297.83	0.3%	0.3%	-0.6%	6.1%	9.4%	22.5%	8.9%	15.9%	49.7%	44.8%	39.6%	81.2%	-1.7%	Jun '26
US Small Growth	371.26	-0.6%	-2.7%	-4.4%	5.6%	7.8%	26.8%	12.9%	15.0%	50.8%	27.6%	28.9%	83.0%	-5.8%	Jun '26
US Small Value	224.02	0.8%	0.5%	1.2%	8.3%	15.5%	37.2%	12.4%	24.0%	57.5%	54.0%	44.7%	82.3%	-0.1%	Jul '26

Foreign Large Blend	103.94	0.03%	-0.1%	1.4%	3.0%	2.9%	18.5%	31.6%	8.2%	51.1%	51.1%	48.5%	106.4%	-1.6%	Feb '26
Foreign Growth	119.39	-0.2%	-1.3%	-1.9%	1.8%	-0.8%	10.0%	20.7%	4.8%	29.5%	18.7%	15.9%	75.5%	-4.8%	Jun '26
Foreign Value	79.76	0.3%	1.0%	4.8%	4.1%	6.3%	27.1%	42.2%	11.7%	74.1%	88.3%	87.1%	140.0%	-0.2%	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	23.02		0.04%	-0.1%	0.9%	0.1%	0.4%	0.8%	3.6%	0.7%	18.4%	28.6%	26.1%	31.9%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.65		-0.01%	0.1%	0.0%	0.4%	1.3%	4.0%	5.2%	1.7%	19.0%	25.9%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.39		0%	0.0%	0.4%	-0.7%	-0.4%	2.4%	6.9%	-0.9%	20.2%	27.8%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.9%	6.8%	8.9%	3.3%	33.7%	58.1%	52.0%	45.2%	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	58.32		0.4%	-1.1%	1.3%	2.9%	6.3%	16.6%	17.7%	9.5%	73.8%	113.5%	104.3%	125.6%	-2.0%	Jul '26
Int’l Min Volatility- Franklin	42.81		0.6%	1.8%	5.4%	5.3%	12.9%	32.2%	27.1%	16.7%	79.7%	115.9%	108.1%	123.5%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.14	p	EOD	-0.8%	-2.4%	3.6%	9.7%	21.9%	3.0%	15.9%	67.6%	121.3%	116.5%	122.5%	-5.2%	Jun '26
Small Value- Avantis	126.19		0.6%	0.1%	1.0%	5.7%	16.8%	33.9%	7.4%	24.1%	58.0%	87.4%	67.9%	92.7%	NewNew Peak	Jul '26
Mid Value- Pacer Cash Cows	67.50		2.4%	4.6%	7.1%	8.0%	8.9%	20.4%	9.0%	12.5%	40.5%	70.7%	55.5%	68.2%	NewNew Peak	Jul '26
Growth- S&P Momentum	141.12		-2.5%	-5.7%	-8.5%	8.6%	18.7%	23.2%	26.6%	18.6%	154.6%	145.7%	130.4%	183.1%	-12.7%	Jun '26
Invesco S&P Quality	84.60		-0.5%	-1.3%	-2.6%	6.1%	9.2%	17.5%	13.2%	13.2%	67.7%	82.4%	68.3%	121.9%	-6.1%	Jun '26
Rotation Factor- BlackRock	66.86		-0.2%	-1.4%	1.0%	5.1%	8.5%	20.1%	20.0%	10.2%	84.4%	98.8%	86.3%	152.5%	-1.9%	Jul '26
US Min Volatility- Fidelity	71.61		1.4%	2.6%	5.5%	5.2%	5.7%	13.7%	11.8%	7.7%	45.8%	57.3%	46.6%	78.8%	NewNew Peak	Jul '26
Derivative Income- JPMorgan	57.51		0.7%	1.6%	2.4%	1.5%	1.1%	7.5%	8.1%	3.2%	28.8%	41.6%	33.7%	52.6%	-1.9%	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	17.37	p	EOD	-0.5%	1.0%	2.4%	9.2%	10.5%	6.5%	9.9%	30.6%	44.5%	42.3%	41.8%	-0.5%	Jul '26
Multistrategy- AQR	14.78	p	EOD	-0.2%	1.8%	1.3%	3.1%	14.1%	16.4%	5.5%	45.8%	76.6%	73.3%	54.9%	-0.9%	Jun '26
Long Short- AQR	21.03	p	EOD	-0.2%	3.7%	2.9%	1.0%	15.7%	34.4%	-0.6%	92.1%	181.2%	156.6%	144.7%	-1.2%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	0.0%	2.3%	5.9%	11.7%	25.2%	18.3%	12.4%	76.0%	85.5%	90.0%	90.7%	-0.7%	Jun '26
Multi Strategy- Variant	25.93	p	EOD	0.0%	0.6%	1.3%	3.2%	6.5%	7.2%	3.1%	20.7%	42.9%	37.9%	29.3%	NewNew Peak	Jul '26
Long Short- First Trust	75.13		0.1%	-0.1%	2.8%	3.1%	4.7%	13.4%	9.1%	5.9%	44.2%	61.4%	52.1%	68.2%	-0.2%	Jul '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)	333.77	2.2%	-3.9%	-1.1%	-4.6%	-0.6%	73.7%	66.0%	6.7%	153.8%	147.3%	132.1%	244.9%	-17.1%	May '26
Meta (Communications)	594.05	0.03%	-7.7%	8.0%	-11.5%	-11.1%	-17.0%	13.1%	-9.9%	83.9%	60.4%	76.9%	369.6%	-24.6%	Aug '25
Amazon (Cyclical)	230.72	-0.3%	-6.8%	-0.8%	-11.2%	-5.1%	-0.9%	5.2%	0.0%	74.5%	27.1%	35.4%	104.4%	-16.1%	May '26
Tesla (Cyclical)	305.44	-1.2%	-19.4%	-19.6%	-18.8%	-29.2%	-6.2%	11.4%	-32.1%	14.6%	41.6%	-23.6%	40.6%	-37.7%	Dec '25
Procter & Gamble (Defensive)	149.56	0.6%	1.7%	0.4%	0.3%	2.3%	-2.7%	-12.3%	5.9%	2.7%	21.6%	3.0%	32.5%	-13.3%	Dec '24
PepsiCo (Defensive)	142.72	2.1%	5.7%	0.9%	-8.7%	-3.0%	3.7%	-1.8%	0.3%	-17.6%	5.7%	-5.6%	-5.6%	-19.5%	May '23
Coca-Cola (Defensive)	88.47	5.2%	7.9%	7.1%	12.9%	21.9%	32.8%	15.6%	27.4%	53.7%	79.6%	69.3%	78.1%	NewNew Peak	Jul '26
Exxon Mobil (Energy)	153.51	-0.8%	1.2%	12.4%	2.7%	13.1%	42.1%	16.0%	29.3%	62.9%	216.9%	182.2%	76.7%	-9.9%	Mar '26
Chevron (Energy)	187.93	-1.1%	-1.6%	9.9%	-0.2%	11.7%	24.2%	10.1%	24.5%	33.0%	126.0%	87.0%	37.6%	-11.0%	Mar '26
JPMorgan Chase (Financial)	356.63	0.12%	3.3%	8.4%	14.5%	19.2%	21.3%	37.3%	11.7%	141.7%	165.2%	147.3%	274.2%	NewNew Peak	Jul '26
Visa (Financial)	368.37	1.6%	3.5%	9.6%	19.3%	13.1%	4.4%	11.8%	5.5%	59.9%	54.9%	72.2%	112.7%	-0.5%	Jun '25
Mastercard (Financial)	562.41	1.9%	4.5%	12.7%	10.8%	8.1%	-0.6%	9.0%	-1.2%	45.5%	50.8%	55.7%	102.6%	-5.7%	Aug '25
Bank of America (Financial)	62.48	0.6%	2.1%	7.9%	18.6%	21.3%	31.7%	28.0%	14.2%	110.0%	84.2%	50.6%	129.0%	NewNew Peak	Jul '26
UnitedHealth (Health)	429.18	2.8%	-1.6%	0.3%	17.0%	47.1%	55.3%	-33.1%	31.0%	-9.8%	13.9%	-7.9%	-8.3%	-28.8%	Nov '24
Johnson & Johnson (Health)	266.85	0.3%	6.5%	4.8%	17.1%	17.8%	63.6%	47.5%	29.6%	66.0%	77.4%	75.8%	81.8%	-0.1%	Jul '26
Eli Lilly (Health)	1224.46	2.2%	4.2%	1.4%	40.3%	20.0%	52.6%	40.2%	14.3%	172.8%	420.7%	369.3%	288.7%	-0.9%	Jul '26
Union Pacific (Industrials)	295.00	-1.4%	0.6%	9.9%	10.2%	30.2%	30.9%	3.9%	28.2%	34.9%	51.7%	31.3%	66.6%	-4.0%	Jul '26
Honeywell (Industrials)	247.41	0.7%	7.6%	6.5%	16.8%	15.4%	19.2%	-6.4%	28.2%	43.4%	26.3%	39.7%	64.6%	-45.6%	Jun '26
Nvidia (IT)	197.28	0.4%	-4.8%	2.5%	-7.5%	3.0%	11.6%	38.9%	5.8%	322.3%	913.9%	556.3%	1617.7%	-16.3%	May '26
Broadcom (IT)	384.36	0.3%	-0.6%	5.3%	-3.9%	15.6%	31.4%	50.6%	11.3%	342.2%	782.5%	526.9%	843.4%	-20.2%	Jun '26
Adobe (IT)	248.19	4.4%	9.3%	22.4%	2.1%	-17.2%	-32.8%	-21.3%	-29.1%	-53.1%	-60.0%	-56.0%	-13.3%	-60.9%	Feb '24
Oracle (IT)	120.41	0.4%	-5.2%	-18.9%	-27.4%	-30.1%	-51.0%	18.1%	-37.8%	7.2%	47.2%	45.5%	97.1%	-63.0%	Sep '25
salesforce.com (IT)	181.68	4.7%	6.8%	14.7%	0.2%	-20.1%	-32.4%	-20.2%	-31.2%	-18.3%	-24.4%	-27.8%	29.6%	-50.1%	Dec '24
Linde PLC (Materials)	512.76	1.1%	1.5%	-1.3%	0.5%	13.9%	10.8%	3.2%	20.7%	36.6%	84.3%	60.4%	97.7%	-6.2%	Jul '26
Sherwin-Williams (Materials)	356.14	8.8%	11.8%	3.5%	9.8%	2.1%	6.7%	-3.8%	10.2%	30.2%	29.2%	9.2%	82.4%	-9.9%	Nov '24
American Tower (Real Estate)	171.53	2.9%	5.0%	-2.3%	-3.9%	-2.4%	-21.3%	-0.9%	-1.3%	-0.1%	-30.3%	-31.3%	5.1%	-25.0%	Sep '24
Prologis Inc. (Real Estate)	147.37	0.07%	-1.7%	5.3%	4.1%	16.9%	41.0%	25.1%	16.4%	30.2%	32.4%	1.6%	63.7%	-1.8%	Jul '26
NextEra Energy (Utilities)	89.46	0.7%	1.7%	1.0%	-7.3%	2.9%	28.1%	15.5%	12.2%	33.2%	30.1%	9.5%	35.8%	-8.6%	Apr '26
Duke Energy (Utilities)	129.77	0.7%	3.1%	1.1%	2.4%	9.8%	14.2%	12.7%	12.6%	56.0%	49.0%	49.3%	74.7%	-1.9%	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	15.86	p	EOD	-0.2%	-0.9%	0.5%	1.0%	6.3%	9.4%	2.1%	21.5%	9.9%	10.6%	32.5%	-1.2%	Jun '26
Moderate-60% Stock	68.25		0.09%	-0.5%	-0.9%	1.5%	2.9%	12.6%	16.4%	5.5%	40.6%	35.9%	32.5%	68.2%	-2.3%	Jun '26
Mod Agg-80% Stock	54.56	p	EOD	-0.9%	-0.2%	3.0%	4.7%	16.7%	19.6%	8.4%	52.2%	48.8%	43.9%	89.1%	-2.3%	Jun '26
Aggressive-90% Stock	33.79	p	EOD	-1.3%	-0.4%	3.9%	6.9%	21.3%	20.9%	11.6%	57.2%	53.2%	46.8%	96.0%	-2.3%	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	63648.86	-0.12%	-4.3%	6.1%	-16.6%	-28.6%	-46.0%	-6.3%	-27.3%	117.1%	59.1%	37.0%	232.2%	-49.0%	Oct '25
Ethereum	1915.59	1.3%	-0.7%	21.5%	-16.3%	-36.3%	-49.4%	-11.0%	-35.4%	2.2%	-16.6%	-49.1%	47.9%	-60.4%	Aug '25
BNB	569.85	0.7%	-0.7%	0.5%	-8.7%	-36.8%	-30.7%	23.1%	-34.0%	135.5%	81.8%	11.3%	110.3%	-56.5%	Oct '25
Solana	74.14	0.00%	-5.1%	3.2%	-11.8%	-40.7%	-59.4%	-34.2%	-40.4%	198.4%	166.5%	-56.5%	137.9%	-71.7%	Jan '25
Bitcoin ETF	36.06	-1.9%	-4.3%	6.5%	-16.7%	-28.6%	-46.3%	-6.4%	-27.4%	-	-	-	-	-49.4%	Oct '25
Grayscale Bitcoin (hi fee)	49.31	-1.9%	-4.2%	6.5%	-16.9%	-29.0%	-46.9%	-7.6%	-27.9%	191.5%	55.2%	59.3%	386.9%	-49.9%	Oct '25
Bloomberg Commodities	23.64	-0.9%	-2.5%	6.0%	-4.9%	7.2%	30.3%	14.9%	21.0%	37.6%	58.3%	53.6%	33.3%	-8.8%	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	5.10	-0.6%	-0.7%	4.8%	3.1%	4.9%	2.7%	1.1%	5.3%	26.5%	166.7%	152.8%	31.2%	-1.6%	May '26
10yr Treasury rate	4.60	-0.8%	-0.5%	5.3%	5.7%	8.3%	4.2%	-9.0%	10.6%	16.0%	265.1%	182.8%	18.0%	-7.7%	Oct '23
5yr Treasury rate	4.36	-0.8%	-0.2%	5.6%	9.5%	13.5%	9.7%	-15.0%	17.2%	4.0%	489.3%	219.5%	6.1%	-12.1%	Oct '23
13-week T-bill	3.76	-1.0%	0.8%	2.6%	4.7%	5.0%	-11.2%	-15.7%	6.0%	-28.4%	8255.6%	6994.3%	6.4%	-29.7%	Oct '23
Crude Oil	78.96	-4.4%	-7.0%	14.1%	-21.0%	24.9%	18.4%	-19.9%	37.5%	-2.0%	9.1%	3.8%	-9.5%	-30.1%	Apr '26
Gold	4024.50	-1.2%	-1.1%	-1.3%	-12.3%	-24.1%	21.6%	64.5%	-7.0%	105.3%	123.6%	123.7%	140.9%	-24.3%	Jan '26
USD/EUR	0.88	-0.2%	0.1%	0.0%	2.8%	5.5%	1.8%	-11.4%	3.1%	-	4.0%	-0.2%	-14.8%	-10.1%	Jan '25
USD/JPY	163.83	0.05%	0.4%	1.3%	2.7%	7.5%	10.3%	-0.4%	4.7%	-	49.1%	42.3%	11.7%	NewNew Peak	Jul '26
S&P 500 Volatility Index	18.19	-2.6%	6.7%	-1.2%	2.0%	11.3%	21.0%	-13.8%	21.7%	36.5%	-0.7%	9.6%	-45.8%	-65.2%	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	50.42		0.05%	0.0%	-0.4%	-0.1%	0.5%	3.3%	6.1%	0.7%	17.9%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	49.92		0.2%	-0.3%	-1.4%	-0.8%	-0.5%	4.5%	4.3%	0.0%	9.7%	3.9%	4.4%	15.9%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.64		0.2%	0.1%	-1.6%	-1.5%	-1.1%	4.5%	8.8%	-0.6%	13.5%	2.2%	2.9%	19.7%	-2.7%	Feb '26
Interm Bond- Vanguard	75.86		0.2%	0.1%	-1.5%	-1.4%	-1.1%	2.4%	8.5%	-1.2%	13.0%	-1.7%	0.9%	18.5%	-3.0%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.4%	1.2%	2.1%	6.3%	8.2%	2.7%	29.3%	34.9%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.83		0.1%	-0.1%	-1.1%	-0.1%	-1.0%	2.8%	8.2%	-0.1%	17.3%	13.5%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	72.79		0.4%	0.0%	-3.8%	-2.7%	-3.1%	1.7%	7.2%	-2.3%	8.8%	-16.4%	-13.6%	21.9%	-5.2%	Oct '25
Long CA Muni- PIMCO	9.30	p	EOD	-0.6%	-1.4%	-0.6%	-0.5%	5.0%	3.3%	-0.3%	8.5%	-0.4%	-0.1%	14.8%	-1.9%	Feb '26
Long Muni- iShares	56.72		0.09%	-0.5%	-1.5%	-1.0%	-0.9%	5.1%	3.4%	-0.3%	7.8%	1.3%	1.6%	13.4%	-2.2%	Feb '26

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