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S&P 500

Return

69.2%

[

17.6%

annualized]

Dec 30 2022 - Mar 26 2026

-6.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

38.8%

[

10.7%

annualized]

Dec 30 2022 - Mar 26 2026

-8.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

41.8%

[

11.4%

annualized]

Dec 30 2022 - Mar 26 2026

-8.1%

Below
Peak
Jan '26

Performance Range:

As of Mar 26 02:10 PM EDT, next update at 02:20 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	6497.78	-1.4%	-1.6%	-6.0%	-6.2%	-2.2%	13.8%	16.4%	-5.1%	63.6%	63.5%	35.5%	81.7%	-6.9%	Jan '26
DJIA (Large Value)	46021.88	-0.9%	0.0%	-7.0%	-5.5%	-0.5%	8.4%	13.0%	-4.2%	42.8%	39.2%	25.8%	57.6%	-8.3%	Feb '26
Russell 2000 (Small Cap)	2498.17	-1.5%	0.1%	-6.7%	-1.4%	2.6%	20.5%	11.3%	0.7%	44.0%	12.5%	9.9%	48.0%	-8.1%	Jan '26
NASDAQ Comp (Tech/Growth)	21497.38	-2.0%	-2.7%	-6.0%	-8.9%	-4.4%	20.1%	20.4%	-7.5%	81.8%	63.6%	35.8%	106.4%	-10.3%	Oct '25
Aggregate Bond	98.57	-0.5%	-0.9%	-2.3%	-1.2%	0.1%	4.0%	7.2%	-1.0%	9.5%	0.4%	-0.5%	16.2%	-2.5%	Feb '26
Corp Bond	107.91	-0.8%	-1.2%	-3.1%	-2.1%	-1.2%	4.2%	7.9%	-1.7%	11.9%	0.0%	-3.0%	23.0%	-3.1%	Feb '26
High Yield Bond	78.85	-0.7%	-1.0%	-2.0%	-1.7%	-0.4%	5.1%	8.6%	-1.7%	27.2%	18.3%	14.4%	33.9%	-2.4%	Jan '26
Preferred	30.38	-0.8%	-1.1%	-3.9%	-2.1%	-2.5%	3.0%	4.9%	-1.8%	21.2%	5.6%	-0.6%	22.0%	-4.8%	Jan '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	49.17	-0.5%	3.0%	-7.2%	6.6%	11.3%	15.2%	9.9%	8.4%	35.2%	35.7%	19.3%	53.1%	-8.3%	Feb '26
Consumer Discretionary/Cyclical	109.16	-1.4%	-0.5%	-6.7%	-10.6%	-8.7%	8.1%	7.4%	-8.6%	57.7%	36.6%	7.4%	61.5%	-12.3%	Jan '26
Financial Services	49.04	-0.6%	0.1%	-6.6%	-11.8%	-8.6%	-1.5%	14.9%	-10.5%	65.2%	54.8%	32.9%	70.9%	-13.0%	Jan '26
Real Estate	87.74	-0.11%	-4.2%	-8.1%	-1.3%	-2.7%	0.2%	3.3%	-0.8%	24.4%	13.1%	-10.8%	30.9%	-8.5%	Mar '26
Communication Services	108.94	-2.2%	-3.7%	-6.7%	-7.7%	-7.5%	10.9%	23.1%	-7.5%	98.0%	58.0%	45.2%	136.8%	-9.3%	Jan '26
Energy	61.60	1.7%	3.8%	11.9%	39.4%	35.1%	34.7%	7.9%	37.8%	73.2%	191.7%	148.1%	71.9%	New Peak	Mar '26
Industrials	161.83	-2.0%	-1.4%	-8.4%	2.9%	6.4%	22.4%	19.3%	4.3%	74.1%	77.1%	64.2%	100.8%	-9.5%	Mar '26
Technology	133.15	-2.6%	-3.8%	-5.6%	-9.1%	-4.3%	25.3%	24.6%	-7.5%	86.0%	108.3%	56.6%	134.1%	-12.3%	Oct '25
Consumer Staples/Defensive	81.50	-0.02%	-0.6%	-8.3%	4.2%	5.4%	4.2%	1.5%	4.9%	20.5%	34.7%	17.5%	31.5%	-9.5%	Feb '26
Healthcare	146.41	0.12%	-0.1%	-7.0%	-6.2%	8.5%	2.5%	14.5%	-5.4%	20.4%	35.0%	12.0%	26.7%	-8.6%	Feb '26
Utilities	45.33	0.2%	-2.6%	-3.9%	5.9%	5.2%	19.5%	16.0%	6.2%	50.2%	65.0%	44.4%	62.9%	-5.0%	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	136.88	-1.8%	-1.8%	-7.5%	-4.2%	0.5%	17.5%	22.4%	-3.3%	64.0%	56.8%	38.1%	87.7%	-7.9%	Feb '26
MSCI Emerging Markets	55.71	-3.0%	-3.3%	-11.2%	1.7%	7.2%	28.6%	34.0%	1.8%	55.2%	17.6%	24.9%	75.9%	-12.0%	Feb '26
FTSE Europe	80.49	-1.6%	-1.9%	-11.0%	-4.1%	2.9%	16.2%	35.8%	-3.7%	51.8%	49.1%	33.3%	95.3%	-11.1%	Feb '26
MSCI Japan	83.07	-2.0%	-1.2%	-10.2%	2.6%	7.2%	22.8%	25.9%	2.9%	59.0%	33.8%	37.1%	86.8%	-11.6%	Feb '26
MSCI India	46.81	-1.3%	-1.5%	-11.0%	-13.1%	-10.4%	-8.9%	2.7%	-13.4%	22.5%	18.4%	1.4%	16.5%	-20.4%	Sep '24
MSCI China	55.11	-2.7%	-3.0%	-7.0%	-10.1%	-13.3%	2.4%	31.0%	-8.3%	22.3%	-24.2%	-2.6%	49.0%	-16.7%	Oct '25
International Bond	47.76	-0.7%	-0.8%	-2.6%	-1.2%	-0.5%	2.4%	2.9%	-1.0%	10.3%	-0.2%	0.4%	16.3%	-2.7%	Feb '26
iShares Latin America	34.26	-1.6%	1.2%	-6.9%	11.5%	22.6%	49.5%	52.7%	12.5%	78.8%	81.1%	94.9%	74.8%	-8.2%	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	596.99	-1.4%	-1.6%	-5.8%	-6.0%	-1.6%	15.2%	17.8%	-4.8%	70.4%	75.5%	44.0%	90.8%	-6.7%	Jan '26
US Large Growth	424.05	-1.9%	-2.6%	-6.6%	-11.7%	-8.7%	14.3%	18.3%	-10.4%	81.8%	81.0%	41.3%	107.6%	-13.7%	Oct '25
US Large Value	212.99	-0.9%	-0.4%	-5.5%	0.3%	5.4%	14.1%	15.7%	1.3%	53.5%	53.3%	36.9%	66.2%	-5.6%	Feb '26

US MidCap Blend	288.05	-1.0%	-0.7%	-6.2%	-2.2%	-0.8%	11.1%	11.6%	-0.7%	49.3%	39.6%	21.1%	61.6%	-6.2%	Feb '26
US MidCap Growth	258.44	-1.9%	-2.5%	-7.8%	-9.1%	-11.0%	3.7%	10.7%	-7.4%	41.4%	24.7%	5.8%	56.2%	-13.2%	Oct '25
US MidCap Value	184.72	-0.3%	0.6%	-5.0%	3.0%	6.9%	16.1%	12.1%	4.1%	53.4%	51.1%	34.5%	62.7%	-5.0%	Feb '26

US Small Blend	262.40	-1.4%	-0.4%	-6.3%	-0.2%	3.7%	16.5%	8.9%	1.7%	51.0%	31.4%	22.5%	58.9%	-6.3%	Feb '26
US Small Growth	314.59	-2.1%	-1.0%	-7.7%	-5.0%	-1.2%	19.3%	12.9%	-2.6%	47.3%	8.9%	9.2%	55.0%	-11.1%	Jan '26
US Small Value	189.66	-0.8%	1.6%	-5.6%	2.8%	8.0%	24.5%	12.4%	4.7%	51.3%	29.8%	22.2%	53.9%	-5.6%	Feb '26

Foreign Large Blend	95.00	-1.7%	-1.6%	-10.0%	-1.6%	4.4%	18.5%	31.6%	-1.1%	52.1%	45.0%	35.7%	88.7%	-10.1%	Feb '26
Foreign Growth	109.69	-2.2%	-2.1%	-11.0%	-4.5%	-1.0%	10.5%	20.7%	-3.7%	28.4%	18.0%	6.5%	61.3%	-11.1%	Feb '26
Foreign Value	72.55	-1.2%	-1.0%	-9.1%	1.2%	9.9%	26.7%	42.2%	1.6%	78.7%	74.7%	70.2%	118.3%	-9.2%	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	22.91		-0.2%	-0.1%	0.5%	-1.8%	-1.6%	1.8%	3.6%	-1.6%	23.7%	27.0%	23.3%	28.9%	-2.4%	Jan '26
Ultra Short- Janus AAA CLO	50.56		-0.05%	0.1%	0.1%	0.4%	1.7%	4.9%	5.2%	0.4%	21.6%	24.7%	23.7%	26.0%	-0.1%	Jan '26
Bank Loan- Invesco	20.46		-0.2%	-0.4%	0.6%	-1.5%	0.5%	5.0%	6.9%	-1.6%	26.3%	27.4%	24.9%	31.2%	-1.9%	Jan '26
Interval CEF- Cliffwater	10.55	p	EOD	0.1%	0.5%	1.2%	3.2%	7.8%	8.9%	1.1%	36.9%	59.8%	48.8%	42.0%	New Peak	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	50.84		-1.8%	-1.8%	-7.1%	-5.8%	-1.4%	15.3%	17.7%	-4.7%	75.5%	94.7%	77.7%	96.2%	-7.9%	Feb '26
Int’l Min Volatility- Franklin	39.66		-0.5%	0.1%	-4.4%	7.8%	16.8%	27.0%	27.1%	7.7%	81.3%	108.5%	92.1%	106.2%	-4.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.48	p	EOD	1.8%	-5.5%	-1.1%	2.1%	11.6%	3.0%	0.9%	75.3%	92.6%	88.3%	93.6%	-7.5%	Feb '26
Small Value- Avantis	110.43		-0.3%	2.8%	-3.6%	6.5%	10.2%	25.3%	7.4%	8.3%	62.9%	64.2%	46.5%	68.2%	-4.4%	Feb '26
Mid Value- Pacer Cash Cows	62.56		0.3%	0.6%	-3.0%	3.0%	9.8%	15.1%	9.0%	4.0%	47.8%	67.4%	43.7%	55.4%	-3.7%	Feb '26
Growth- S&P Momentum	111.70		-3.1%	-3.6%	-6.9%	-8.0%	-7.1%	18.0%	26.6%	-6.4%	117.8%	125.8%	81.8%	123.5%	-9.8%	Oct '25
Invesco S&P Quality	75.21		-1.7%	-1.0%	-6.7%	-1.5%	3.7%	13.3%	13.2%	0.2%	69.9%	81.3%	49.1%	96.5%	-7.1%	Feb '26
Rotation Factor- BlackRock	57.97		-1.7%	-1.7%	-5.6%	-5.9%	-1.4%	17.7%	20.0%	-4.7%	90.4%	88.5%	61.2%	118.3%	-6.4%	Feb '26
US Min Volatility- Fidelity	64.61		-0.3%	-0.9%	-5.2%	-4.2%	-1.2%	7.6%	11.8%	-3.2%	45.6%	57.1%	31.7%	60.6%	-5.9%	Feb '26
Derivative Income- JPMorgan	56.35		-0.7%	-0.6%	-4.9%	-1.6%	2.2%	5.9%	8.1%	-1.0%	33.3%	47.2%	28.3%	46.4%	-5.3%	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	16.40	p	EOD	-0.4%	2.6%	3.5%	2.6%	8.2%	6.5%	3.7%	30.4%	36.8%	34.3%	33.8%	-1.2%	Mar '26
Multistrategy- AQR	14.41	p	EOD	-0.4%	-1.2%	2.7%	5.8%	11.9%	16.4%	2.9%	49.3%	74.0%	69.0%	51.0%	-1.3%	Feb '26
Long Short- AQR	20.57	p	EOD	0.1%	-2.3%	-3.3%	5.0%	18.7%	34.4%	-2.8%	110.4%	174.8%	151.0%	139.4%	-3.4%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	0.8%	2.4%	4.2%	7.2%	17.8%	18.3%	4.5%	67.6%	69.9%	76.6%	77.2%	New Peak	Mar '26
Multi Strategy- Variant	26.62	p	EOD	0.1%	0.6%	1.3%	3.6%	6.7%	7.2%	1.1%	22.2%	47.3%	35.3%	26.8%	New Peak	Mar '26
Long Short- First Trust	69.96		-0.2%	0.6%	-2.1%	-2.5%	0.7%	10.1%	9.1%	-1.5%	46.4%	61.3%	41.5%	56.5%	-3.0%	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)	281.17	-3.4%	-8.5%	-8.5%	-10.3%	14.1%	70.8%	66.0%	-10.2%	168.7%	179.8%	95.4%	190.4%	-18.2%	Feb '26
Meta (Communications)	547.42	-8.0%	-9.8%	-16.7%	-17.5%	-26.3%	-10.2%	13.1%	-17.1%	167.6%	94.8%	62.8%	332.3%	-30.6%	Aug '25
Amazon (Cyclical)	208.47	-1.5%	-0.1%	0.3%	-10.3%	-5.1%	3.6%	5.2%	-9.7%	112.4%	36.6%	22.3%	84.7%	-17.9%	Nov '25
Tesla (Cyclical)	375.28	-2.8%	-1.3%	-8.2%	-21.0%	-14.8%	37.9%	11.4%	-16.6%	97.1%	82.0%	-6.2%	72.7%	-23.4%	Dec '25
Procter & Gamble (Defensive)	142.95	-0.7%	-1.3%	-12.7%	-0.5%	-4.9%	-11.8%	-12.3%	0.5%	5.2%	19.7%	-2.3%	25.7%	-17.8%	Dec '24
PepsiCo (Defensive)	151.70	-0.02%	-0.7%	-8.7%	6.4%	10.0%	6.1%	-1.8%	6.6%	-6.3%	24.1%	0.3%	0.4%	-14.4%	May '23
Coca-Cola (Defensive)	75.21	-0.06%	-0.5%	-6.6%	7.6%	15.3%	9.8%	15.6%	7.6%	34.1%	63.4%	42.9%	50.3%	-7.8%	Feb '26
Exxon Mobil (Energy)	164.91	1.0%	4.3%	11.0%	39.4%	42.9%	44.2%	16.0%	38.0%	76.4%	246.1%	201.1%	88.5%	-0.3%	Mar '26
Chevron (Energy)	208.71	1.7%	3.6%	13.3%	40.5%	33.1%	29.8%	10.1%	38.3%	51.8%	139.1%	107.7%	52.8%	New Peak	Mar '26
JPMorgan Chase (Financial)	291.81	-1.2%	1.3%	-4.7%	-10.6%	-6.8%	18.6%	37.3%	-9.0%	150.8%	113.7%	101.3%	204.6%	-12.8%	Jan '26
Visa (Financial)	304.95	0.01%	1.7%	-3.7%	-13.9%	-9.2%	-10.7%	11.8%	-12.9%	41.1%	48.2%	42.2%	75.8%	-17.8%	Jun '25
Mastercard (Financial)	500.56	-0.4%	1.9%	-2.8%	-13.5%	-11.2%	-8.3%	9.0%	-12.2%	44.9%	40.7%	38.3%	80.0%	-16.2%	Aug '25
Bank of America (Financial)	48.26	-1.0%	2.7%	-7.2%	-13.6%	-6.6%	15.2%	28.0%	-11.8%	92.2%	40.9%	16.3%	76.9%	-15.2%	Jan '26
UnitedHealth (Health)	268.38	-0.8%	-4.3%	-6.4%	-19.1%	-21.5%	-47.2%	-33.1%	-18.7%	-40.7%	-22.9%	-42.8%	-43.1%	-55.9%	Nov '24
Johnson & Johnson (Health)	241.19	0.5%	1.5%	-0.9%	16.8%	35.8%	53.3%	47.5%	17.2%	72.8%	68.4%	58.9%	64.3%	-3.0%	Mar '26
Eli Lilly (Health)	902.23	-1.5%	-1.7%	-11.7%	-16.1%	24.9%	9.9%	40.2%	-15.9%	174.4%	411.8%	245.2%	185.9%	-18.6%	Nov '25
Union Pacific (Industrials)	240.32	-0.4%	2.6%	-9.0%	3.5%	3.3%	3.3%	3.9%	4.4%	36.6%	20.6%	7.0%	35.7%	-10.0%	Mar '26
Honeywell (Industrials)	226.29	0.2%	-1.2%	-5.6%	15.2%	16.6%	15.1%	-6.4%	16.6%	36.1%	21.7%	27.0%	49.7%	-8.8%	Mar '26
Nvidia (IT)	172.18	-3.6%	-3.6%	-6.9%	-9.6%	-3.4%	51.4%	38.9%	-7.7%	543.5%	1244.4%	472.7%	1399.1%	-16.8%	Oct '25
Broadcom (IT)	310.55	-2.6%	-2.7%	-3.5%	-11.8%	-7.0%	74.3%	50.6%	-10.3%	406.9%	610.6%	405.4%	660.7%	-24.7%	Dec '25
Adobe (IT)	239.94	1.1%	-2.5%	-7.4%	-32.2%	-33.4%	-39.7%	-21.3%	-31.4%	-36.0%	-48.8%	-57.5%	-16.1%	-62.2%	Feb '24
Oracle (IT)	143.04	-2.0%	-8.0%	-4.8%	-27.6%	-49.3%	-2.2%	18.1%	-26.4%	68.5%	118.0%	72.3%	133.4%	-56.2%	Sep '25
salesforce.com (IT)	185.20	1.8%	-5.0%	-7.2%	-30.4%	-23.8%	-33.7%	-20.2%	-30.1%	-1.4%	-10.3%	-26.6%	31.7%	-49.3%	Dec '24
Linde PLC (Materials)	498.23	1.2%	1.7%	-0.1%	17.3%	5.4%	9.1%	3.2%	16.8%	49.7%	88.9%	55.4%	91.5%	-2.2%	Mar '26
Sherwin-Williams (Materials)	320.60	-0.4%	3.3%	-10.9%	-1.3%	-5.8%	-6.1%	-3.8%	-0.8%	55.8%	32.4%	-1.7%	64.2%	-18.9%	Nov '24
American Tower (Real Estate)	167.18	-0.05%	-8.5%	-9.6%	-4.3%	-12.3%	-17.6%	-0.9%	-4.8%	-7.3%	-18.9%	-33.7%	1.4%	-27.6%	Sep '24
Prologis Inc. (Real Estate)	129.57	-0.6%	-1.2%	-9.2%	0.7%	14.4%	19.7%	25.1%	1.5%	20.9%	38.7%	-11.4%	42.8%	-9.2%	Mar '26
NextEra Energy (Utilities)	91.00	-0.2%	-1.5%	-0.4%	13.9%	21.6%	34.4%	15.5%	14.1%	31.2%	39.9%	11.4%	38.1%	-4.2%	Feb '26
Duke Energy (Utilities)	129.68	1.2%	0.0%	0.3%	11.6%	7.2%	14.7%	12.7%	11.6%	54.5%	64.3%	47.9%	73.1%	-2.8%	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	15.72	p	EOD	-0.2%	-2.7%	-0.5%	1.4%	7.7%	9.4%	-0.3%	20.6%	11.2%	7.9%	29.3%	-2.7%	Feb '26
Moderate-60% Stock	63.76		-1.2%	-1.3%	-5.5%	-2.6%	1.1%	12.5%	16.4%	-1.9%	40.7%	33.4%	23.2%	56.4%	-5.7%	Feb '26
Mod Agg-80% Stock	50.41	p	EOD	0.0%	-5.2%	-1.4%	2.9%	17.7%	19.6%	-0.6%	54.4%	45.6%	32.0%	73.4%	-5.4%	Feb '26
Aggressive-90% Stock	30.25	p	EOD	0.1%	-5.5%	-0.8%	4.2%	20.2%	20.9%	-0.1%	56.1%	48.3%	31.4%	75.5%	-5.9%	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	68421.38	-4.1%	-2.1%	1.4%	-21.6%	-37.6%	-21.3%	-6.3%	-21.8%	148.9%	24.1%	47.3%	257.2%	-45.2%	Oct '25
Ethereum	2048.09	-5.5%	-4.2%	1.1%	-30.0%	-49.3%	1.9%	-11.0%	-31.0%	16.9%	20.3%	-45.5%	58.2%	-57.6%	Aug '25
BNB	625.34	-3.4%	-2.2%	-0.1%	-25.0%	-34.9%	1.2%	23.1%	-27.6%	94.0%	145.1%	22.1%	130.8%	-52.3%	Oct '25
Solana	86.56	-5.6%	-2.7%	0.8%	-29.2%	-57.8%	-37.0%	-34.2%	-30.5%	318.6%	485.7%	-49.2%	177.7%	-66.9%	Jan '25
Bitcoin ETF	38.77	-3.5%	-2.6%	1.3%	-21.9%	-37.4%	-21.2%	-6.4%	-21.9%	-	-	-	-	-45.6%	Oct '25
Grayscale Bitcoin (hi fee)	53.27	-3.5%	-2.6%	1.3%	-22.1%	-37.8%	-22.1%	-7.6%	-22.1%	268.6%	27.0%	72.1%	426.0%	-45.9%	Oct '25
Bloomberg Commodities	23.67	1.0%	-1.0%	9.8%	17.9%	27.8%	29.9%	14.9%	21.2%	46.1%	80.6%	53.9%	33.5%	-2.3%	Mar '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	4.95	1.1%	2.1%	6.1%	2.7%	3.9%	5.7%	1.1%	2.3%	35.9%	109.2%	145.6%	27.5%	-3.0%	Oct '23
10yr Treasury rate	4.42	2.1%	3.2%	10.0%	6.9%	5.6%	1.9%	-9.0%	6.2%	30.8%	166.3%	171.5%	13.3%	-11.4%	Oct '23
5yr Treasury rate	4.09	3.0%	4.4%	14.2%	10.7%	8.5%	0.2%	-15.0%	9.9%	20.0%	377.9%	199.7%	-0.5%	-17.5%	Oct '23
13-week T-bill	3.62	-0.1%	0.1%	0.8%	2.0%	-6.3%	-13.7%	-15.7%	1.9%	-19.7%	24000.0%	6720.8%	2.3%	-32.4%	Oct '23
Crude Oil	95.27	5.5%	-0.9%	46.1%	67.9%	45.0%	36.8%	-19.9%	65.9%	37.6%	56.3%	25.2%	9.2%	-3.5%	Mar '26
Gold	4379.70	-3.7%	-4.8%	-15.4%	-3.3%	16.0%	45.0%	64.5%	1.3%	121.0%	152.8%	143.4%	162.2%	-17.7%	Jan '26
USD/EUR	0.87	0.7%	-0.6%	2.4%	2.2%	-	-6.5%	-11.4%	1.8%	-6.1%	2.1%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.73	0.6%	0.0%	2.3%	2.3%	-	6.5%	-0.4%	2.1%	22.1%	46.3%	38.7%	8.9%	-1.2%	Jul '24
S&P 500 Volatility Index	28.15	11.1%	17.0%	51.1%	107.0%	84.1%	53.6%	-13.8%	88.3%	29.5%	49.3%	69.6%	-16.1%	-46.2%	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	50.49		-0.2%	-0.3%	-1.0%	-0.2%	1.0%	4.2%	6.1%	-0.3%	18.4%	17.7%	16.9%	22.1%	-1.2%	Feb '26
Interm Muni- JPMorgan	49.88		-0.2%	-1.1%	-2.4%	-0.8%	0.5%	3.5%	4.3%	-0.9%	9.2%	5.7%	3.3%	14.7%	-2.5%	Feb '26
Interm Bond- Janus MSB	44.99		-0.6%	-1.0%	-2.6%	-1.3%	0.8%	5.1%	8.8%	-1.1%	11.2%	2.4%	2.4%	19.0%	-2.8%	Feb '26
Interm Bond- Vanguard	76.56		-0.7%	-1.0%	-2.6%	-1.6%	-0.1%	4.6%	8.5%	-1.4%	10.5%	1.7%	0.7%	18.3%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.2%	-0.2%	0.4%	1.4%	6.7%	8.2%	0.1%	30.6%	35.5%	28.4%	34.9%	-0.8%	Jan '26
Int’l Bond- JPMorgan	47.56		-0.7%	-0.8%	-3.4%	-2.0%	-0.7%	4.1%	8.2%	-2.0%	15.7%	12.8%	11.5%	25.3%	-3.4%	Feb '26
Long Bond- Vanguard	73.82		-1.0%	-1.6%	-4.1%	-2.9%	-2.5%	3.2%	7.2%	-2.3%	8.0%	-8.3%	-13.6%	22.0%	-5.2%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	-1.0%	-2.5%	-0.6%	0.6%	2.8%	3.3%	-1.1%	9.2%	1.9%	-0.9%	13.9%	-2.6%	Feb '26
Long Muni- iShares	56.62		-0.2%	-1.2%	-2.8%	-1.0%	0.8%	3.8%	3.4%	-1.2%	7.4%	2.4%	0.7%	12.4%	-2.8%	Feb '26

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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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