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S&P 500

Return

77.6%

[

19.8%

annualized]

Dec 30 2022 - Mar 03 2026

-2.3%

Below
Peak
Jan '26

DJIA (Large Value)

Return

46.4%

[

12.7%

annualized]

Dec 30 2022 - Mar 03 2026

-3.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

48.5%

[

13.2%

annualized]

Dec 30 2022 - Mar 03 2026

-3.8%

Below
Peak
Jan '26

Performance Range:

As of Mar 03 03:40 PM EDT, next update at 03:50 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	6820.72	-0.9%	-1.0%	-1.4%	-0.4%	5.8%	16.6%	16.4%	-0.4%	68.6%	78.6%	42.2%	90.7%	-2.3%	Jan '26
DJIA (Large Value)	48531.50	-0.8%	-1.3%	-1.4%	1.4%	7.2%	12.4%	13.0%	1.0%	45.3%	55.2%	32.7%	66.1%	-3.3%	Feb '26
Russell 2000 (Small Cap)	2615.30	-1.5%	-1.4%	-1.3%	4.1%	11.3%	24.4%	11.3%	5.4%	35.6%	18.5%	15.1%	55.0%	-3.8%	Jan '26
NASDAQ Comp (Tech/Growth)	22521.23	-1.0%	-1.5%	-3.2%	-4.0%	4.8%	22.7%	20.4%	-3.1%	92.7%	73.3%	42.2%	116.2%	-6.0%	Oct '25
Aggregate Bond	100.61	-0.06%	-0.5%	0.9%	0.9%	3.1%	5.2%	7.2%	1.1%	15.3%	1.8%	1.5%	18.6%	-0.8%	Feb '26
Corp Bond	110.92	0.00%	-0.7%	0.7%	0.5%	3.0%	5.5%	7.9%	1.0%	18.7%	1.8%	-0.2%	26.5%	-0.7%	Feb '26
High Yield Bond	80.24	-0.06%	-0.7%	-0.6%	0.4%	2.0%	6.3%	8.6%	0.0%	27.5%	20.7%	16.4%	36.3%	-0.9%	Feb '26
Preferred	31.30	-0.5%	-1.2%	-0.1%	2.1%	2.2%	5.1%	4.9%	1.6%	15.9%	11.3%	2.9%	26.3%	-1.7%	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	52.01	-2.3%	-2.5%	2.6%	17.5%	15.5%	21.9%	9.9%	14.7%	30.4%	53.0%	26.1%	61.9%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	114.43	-0.9%	-2.0%	-5.4%	-4.0%	-0.5%	8.9%	7.4%	-4.2%	60.4%	49.6%	12.6%	69.3%	-8.1%	Jan '26
Financial Services	51.29	-0.02%	0.6%	-4.2%	-3.9%	-3.5%	0.5%	14.9%	-6.4%	49.5%	67.1%	38.9%	78.8%	-9.1%	Jan '26
Real Estate	95.60	-0.3%	0.5%	6.6%	6.9%	7.3%	5.3%	3.3%	8.0%	24.0%	32.4%	-2.8%	42.6%	-0.3%	Mar '26
Communication Services	117.92	0.04%	1.5%	0.2%	2.8%	5.0%	18.2%	23.1%	0.2%	122.4%	72.4%	57.2%	156.3%	-1.8%	Jan '26
Energy	56.33	-1.2%	2.2%	9.0%	23.7%	29.5%	32.6%	7.9%	26.0%	42.8%	172.7%	126.9%	57.2%	-1.2%	Mar '26
Industrials	175.81	-1.7%	-0.7%	4.1%	14.4%	18.2%	32.6%	19.3%	13.3%	77.5%	104.5%	78.4%	118.2%	-1.7%	Mar '26
Technology	137.65	-1.4%	-1.9%	-3.1%	-4.9%	5.6%	26.7%	24.6%	-4.4%	100.7%	121.2%	61.8%	142.0%	-9.3%	Oct '25
Consumer Staples/Defensive	88.19	-0.6%	-1.7%	2.7%	12.8%	11.1%	8.5%	1.5%	13.5%	31.8%	58.2%	27.2%	42.3%	-2.0%	Feb '26
Healthcare	157.05	-0.9%	-0.5%	1.9%	1.7%	15.7%	6.8%	14.5%	1.5%	27.8%	51.4%	20.2%	35.9%	-2.0%	Feb '26
Utilities	47.22	-0.3%	0.0%	9.2%	8.6%	14.2%	22.4%	16.0%	10.6%	56.3%	87.0%	50.4%	69.6%	-1.1%	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	143.88	-1.8%	-2.3%	-1.1%	2.4%	9.1%	22.3%	22.4%	1.7%	68.2%	69.0%	45.2%	97.3%	-3.2%	Feb '26
MSCI Emerging Markets	58.62	-4.7%	-6.4%	-1.6%	9.4%	18.9%	40.2%	34.0%	7.1%	59.7%	20.9%	31.4%	85.1%	-7.4%	Feb '26
FTSE Europe	85.76	-2.8%	-4.4%	-2.4%	5.5%	11.7%	24.3%	35.8%	2.6%	55.4%	62.5%	42.0%	108.1%	-5.2%	Feb '26
MSCI Japan	86.93	-3.6%	-4.7%	0.3%	9.2%	15.8%	31.4%	25.9%	7.7%	65.7%	43.8%	43.5%	95.4%	-7.5%	Feb '26
MSCI India	50.23	-1.4%	-4.6%	-5.5%	-6.0%	-4.5%	5.1%	2.7%	-7.1%	26.4%	26.3%	8.8%	25.0%	-14.5%	Sep '24
MSCI China	56.98	-2.6%	-5.7%	-6.7%	-6.8%	-5.9%	10.3%	31.0%	-5.1%	22.1%	-27.1%	0.7%	54.1%	-13.9%	Oct '25
International Bond	48.83	-0.2%	-0.5%	0.9%	1.0%	2.2%	3.2%	2.9%	1.3%	16.5%	2.3%	2.7%	18.9%	-0.8%	Feb '26
iShares Latin America	34.53	-4.8%	-6.8%	-5.9%	12.3%	31.1%	62.2%	52.7%	13.4%	67.3%	83.1%	96.4%	76.2%	-7.5%	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	626.07	-0.8%	-1.0%	-1.3%	-0.1%	6.4%	18.0%	17.8%	-0.2%	75.7%	91.8%	51.0%	100.1%	-2.1%	Jan '26
US Large Growth	448.73	-0.6%	-0.9%	-2.3%	-5.7%	0.8%	17.1%	18.3%	-5.2%	95.1%	96.3%	49.6%	119.6%	-8.6%	Oct '25
US Large Value	222.55	-1.2%	-0.8%	0.3%	6.3%	12.1%	17.7%	15.7%	5.8%	50.6%	68.1%	43.1%	73.6%	-1.3%	Feb '26

US MidCap Blend	302.36	-1.2%	-0.4%	1.9%	3.9%	5.9%	15.1%	11.6%	4.2%	45.2%	50.9%	27.1%	69.6%	-1.5%	Feb '26
US MidCap Growth	275.53	-0.9%	0.4%	1.0%	-3.1%	-3.6%	8.9%	10.7%	-1.3%	42.2%	34.4%	12.8%	66.5%	-7.4%	Oct '25
US MidCap Value	191.70	-1.4%	-0.9%	2.5%	8.9%	13.0%	19.1%	12.1%	8.1%	44.8%	64.4%	39.6%	68.8%	-1.4%	Feb '26

US Small Blend	274.57	-1.5%	-1.0%	0.9%	6.4%	10.3%	20.1%	8.9%	6.4%	42.4%	39.9%	28.2%	66.3%	-1.9%	Feb '26
US Small Growth	332.45	-1.8%	-1.5%	-1.8%	1.4%	9.2%	25.0%	12.9%	2.9%	42.6%	12.9%	15.4%	63.8%	-6.0%	Jan '26
US Small Value	196.32	-1.3%	-1.3%	-0.6%	7.5%	14.7%	26.8%	12.4%	8.3%	38.4%	38.7%	26.5%	59.3%	-2.3%	Feb '26

Foreign Large Blend	100.32	-2.9%	-4.1%	-1.1%	6.9%	12.6%	26.0%	31.6%	4.5%	56.0%	56.7%	43.3%	99.2%	-5.1%	Feb '26
Foreign Growth	116.96	-2.9%	-4.3%	-1.3%	3.8%	7.8%	15.5%	20.7%	2.7%	37.5%	28.2%	13.5%	72.0%	-5.2%	Feb '26
Foreign Value	75.86	-3.0%	-4.1%	-1.0%	9.9%	17.0%	36.7%	42.2%	6.2%	75.2%	87.5%	77.9%	128.2%	-5.1%	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	22.65		-0.11%	-1.2%	-2.4%	-3.0%	-3.2%	0.0%	3.6%	-2.8%	20.1%	25.4%	21.7%	27.3%	-3.6%	Jan '26
Ultra Short- Janus AAA CLO	50.47		0.06%	-0.5%	-0.4%	0.7%	1.8%	4.5%	5.2%	0.1%	20.7%	24.5%	23.5%	25.7%	-0.6%	Feb '26
Bank Loan- Invesco	20.25		0.2%	-0.6%	-1.8%	-1.7%	0.0%	3.8%	6.9%	-2.6%	21.9%	26.1%	23.6%	29.8%	-2.9%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	-0.1%	0.1%	1.1%	3.3%	7.5%	8.9%	0.5%	36.4%	59.8%	47.9%	41.2%	-0.2%	Feb '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	53.67		-1.1%	-1.8%	-1.8%	1.4%	6.5%	19.9%	17.7%	0.6%	77.8%	113.7%	87.6%	107.2%	-2.7%	Feb '26
Int’l Min Volatility- Franklin	40.45		-1.9%	-2.0%	3.5%	11.9%	20.8%	32.4%	27.1%	9.9%	78.2%	126.2%	95.9%	110.3%	-2.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.60	p	EOD	0.5%	-0.6%	5.9%	7.5%	15.7%	3.0%	5.5%	69.1%	112.2%	96.9%	102.4%	-3.3%	Feb '26
Small Value- Avantis	112.38		-1.1%	-1.3%	0.5%	9.5%	14.3%	26.4%	7.4%	10.2%	43.2%	74.6%	49.1%	71.2%	-2.7%	Feb '26
Mid Value- Pacer Cash Cows	64.43		-0.6%	0.2%	3.5%	7.9%	13.6%	17.5%	9.0%	7.1%	39.3%	92.0%	48.0%	60.1%	-0.8%	Feb '26
Growth- S&P Momentum	119.35		-0.6%	0.5%	-0.1%	0.1%	3.7%	23.2%	26.6%	0.0%	124.4%	146.8%	94.3%	138.8%	-3.7%	Oct '25
Invesco S&P Quality	79.42		-1.5%	-1.0%	1.3%	6.3%	11.1%	15.5%	13.2%	5.8%	78.3%	100.5%	57.4%	107.5%	-1.9%	Feb '26
Rotation Factor- BlackRock	60.58		-0.9%	-1.1%	-1.7%	-0.2%	6.3%	19.7%	20.0%	-0.4%	96.6%	104.2%	68.4%	128.2%	-2.2%	Feb '26
US Min Volatility- Fidelity	67.90		-0.4%	0.0%	-0.5%	1.0%	5.4%	10.7%	11.8%	1.7%	52.3%	73.6%	38.4%	68.8%	-1.1%	Feb '26
Derivative Income- JPMorgan	58.92		-0.8%	-0.9%	1.1%	3.9%	7.5%	8.5%	8.1%	3.5%	37.4%	62.7%	34.1%	53.1%	-1.6%	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	16.13	p	EOD	1.5%	1.6%	2.8%	0.4%	7.5%	6.5%	2.0%	25.5%	35.1%	32.1%	31.6%	New Peak	Mar '26
Multistrategy- AQR	14.58	p	EOD	0.4%	1.9%	5.5%	10.0%	14.4%	16.4%	4.1%	43.0%	81.5%	70.9%	52.8%	-0.1%	Feb '26
Long Short- AQR	20.94	p	EOD	-0.1%	0.0%	3.3%	10.4%	23.3%	34.4%	-1.0%	99.8%	208.7%	155.5%	143.7%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.97	p	EOD	1.3%	0.9%	5.5%	8.6%	18.6%	18.3%	2.7%	66.2%	69.8%	73.6%	74.2%	New Peak	Mar '26
Multi Strategy- Variant	26.49	p	EOD	0.2%	0.6%	1.2%	3.4%	6.7%	7.2%	0.6%	22.0%	47.9%	34.6%	26.2%	New Peak	Mar '26
Long Short- First Trust	70.87		-0.4%	-0.6%	-1.1%	-0.3%	5.3%	9.8%	9.1%	-0.2%	47.7%	64.3%	43.4%	58.5%	-1.7%	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)	302.65	-1.3%	-2.7%	-10.9%	-5.3%	31.4%	81.9%	66.0%	-3.3%	225.6%	203.2%	110.3%	212.6%	-11.9%	Feb '26
Meta (Communications)	654.00	0.07%	2.3%	-5.5%	2.3%	-11.1%	0.2%	13.1%	-0.9%	255.5%	157.8%	94.5%	416.5%	-17.1%	Aug '25
Amazon (Cyclical)	208.65	0.12%	0.0%	-12.6%	-10.2%	-7.7%	1.8%	5.2%	-9.6%	119.9%	38.9%	22.4%	84.8%	-17.9%	Nov '25
Tesla (Cyclical)	392.50	-2.7%	-4.1%	-7.0%	-12.1%	17.5%	37.9%	11.4%	-12.7%	98.4%	80.3%	-1.9%	80.7%	-19.9%	Dec '25
Procter & Gamble (Defensive)	160.14	-2.1%	-3.1%	3.1%	9.9%	2.7%	-6.3%	-12.3%	12.5%	22.7%	47.5%	9.4%	40.8%	-7.9%	Dec '24
PepsiCo (Defensive)	166.10	-0.7%	-2.0%	2.0%	13.3%	13.9%	10.7%	-1.8%	15.7%	5.2%	50.1%	8.9%	8.9%	-7.1%	May '23
Coca-Cola (Defensive)	79.65	-0.7%	-1.3%	3.6%	12.5%	17.2%	13.4%	15.6%	13.9%	46.7%	85.2%	51.3%	59.2%	-2.3%	Feb '26
Exxon Mobil (Energy)	151.44	-1.8%	1.5%	6.1%	29.4%	37.4%	45.4%	16.0%	26.7%	48.7%	224.5%	176.6%	73.1%	-2.0%	Feb '26
Chevron (Energy)	188.40	-0.6%	1.6%	6.9%	25.5%	21.7%	28.6%	10.1%	24.8%	29.7%	124.0%	87.5%	37.9%	-0.6%	Mar '26
JPMorgan Chase (Financial)	300.00	0.8%	0.9%	-4.7%	-3.5%	1.1%	17.5%	37.3%	-6.5%	124.2%	122.8%	107.0%	213.2%	-10.3%	Jan '26
Visa (Financial)	321.18	0.2%	4.5%	-2.2%	-2.4%	-8.1%	-10.6%	11.8%	-8.2%	46.8%	55.1%	49.8%	85.1%	-13.5%	Jun '25
Mastercard (Financial)	523.47	0.5%	5.1%	-4.9%	-5.3%	-11.5%	-8.4%	9.0%	-8.2%	47.4%	49.5%	44.7%	88.3%	-12.4%	Aug '25
Bank of America (Financial)	50.06	0.5%	-0.7%	-8.1%	-7.0%	1.1%	12.4%	28.0%	-9.0%	57.5%	55.1%	20.0%	82.4%	-12.6%	Jan '26
UnitedHealth (Health)	289.26	-1.9%	5.6%	1.8%	-14.3%	-4.8%	-36.5%	-33.1%	-12.4%	-36.1%	-5.7%	-38.4%	-38.7%	-52.4%	Nov '24
Johnson & Johnson (Health)	247.53	-0.4%	0.5%	6.8%	21.2%	40.7%	52.1%	47.5%	20.2%	75.7%	82.5%	63.1%	68.6%	-0.4%	Mar '26
Eli Lilly (Health)	1007.75	-1.0%	-3.3%	0.6%	-2.3%	37.0%	9.2%	40.2%	-6.1%	223.6%	424.4%	285.6%	219.4%	-9.1%	Nov '25
Union Pacific (Industrials)	265.27	-0.6%	0.0%	10.4%	14.0%	20.9%	10.5%	3.9%	15.3%	35.7%	43.9%	18.1%	49.8%	-0.6%	Mar '26
Honeywell (Industrials)	244.82	-1.3%	1.0%	6.6%	27.2%	22.7%	25.1%	-6.4%	26.1%	40.7%	39.0%	37.4%	61.9%	-1.3%	Mar '26
Nvidia (IT)	180.21	-1.2%	-6.6%	-0.1%	0.4%	5.6%	58.0%	38.9%	-3.4%	655.1%	1311.4%	499.5%	1469.1%	-13.0%	Oct '25
Broadcom (IT)	314.18	-1.5%	-3.5%	-1.9%	-17.3%	4.3%	69.2%	50.6%	-9.2%	419.3%	654.2%	411.3%	669.6%	-23.8%	Dec '25
Adobe (IT)	270.13	3.5%	5.9%	-0.7%	-17.3%	-22.5%	-38.7%	-21.3%	-22.8%	-21.5%	-39.8%	-52.1%	-5.6%	-57.4%	Feb '24
Oracle (IT)	149.40	0.10%	2.2%	-3.4%	-27.9%	-32.8%	-6.9%	18.1%	-23.1%	73.5%	139.1%	79.9%	143.7%	-54.3%	Sep '25
salesforce.com (IT)	196.54	1.9%	6.0%	0.1%	-17.5%	-23.1%	-32.5%	-20.2%	-25.8%	6.7%	-3.4%	-22.1%	39.8%	-46.2%	Dec '24
Linde PLC (Materials)	501.17	-1.6%	-0.6%	8.1%	22.5%	7.0%	9.9%	3.2%	17.5%	43.8%	116.9%	56.3%	92.6%	-1.6%	Mar '26
Sherwin-Williams (Materials)	349.59	-1.8%	-4.2%	-2.8%	3.1%	-3.5%	-1.3%	-3.8%	7.9%	56.9%	62.5%	6.9%	78.7%	-11.8%	Nov '24
American Tower (Real Estate)	190.59	0.2%	0.2%	10.1%	9.2%	-1.1%	-5.9%	-0.9%	8.6%	4.2%	8.8%	-24.4%	15.6%	-17.4%	Sep '24
Prologis Inc. (Real Estate)	141.01	-1.2%	0.5%	6.9%	10.0%	29.2%	18.2%	25.1%	10.5%	22.1%	68.8%	-3.6%	55.4%	-1.2%	Mar '26
NextEra Energy (Utilities)	92.61	-0.11%	-2.5%	5.0%	9.8%	31.1%	33.2%	15.5%	16.1%	36.9%	45.3%	13.4%	40.6%	-2.5%	Feb '26
Duke Energy (Utilities)	131.72	0.07%	2.5%	9.2%	12.0%	10.3%	14.9%	12.7%	13.3%	55.2%	83.3%	50.2%	75.8%	New Peak	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	16.10	p	EOD	-0.1%	1.2%	2.2%	5.1%	9.3%	9.4%	2.1%	25.9%	13.9%	10.6%	32.5%	-0.4%	Feb '26
Moderate-60% Stock	66.23		-1.2%	-1.6%	-0.3%	2.3%	7.2%	16.2%	16.4%	1.9%	45.5%	40.8%	28.0%	62.5%	-2.0%	Feb '26
Mod Agg-80% Stock	52.77	p	EOD	-0.3%	1.1%	4.7%	10.5%	22.4%	19.6%	4.0%	58.8%	55.1%	38.1%	81.5%	-0.9%	Feb '26
Aggressive-90% Stock	31.73	p	EOD	-0.6%	1.0%	5.9%	12.3%	25.0%	20.9%	4.8%	60.1%	58.2%	37.8%	84.1%	-1.3%	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	68514.34	-0.4%	6.9%	-9.4%	-26.7%	-38.7%	-20.4%	-6.3%	-21.7%	206.4%	35.6%	47.5%	257.6%	-45.1%	Oct '25
Ethereum	1986.88	-2.0%	7.2%	-10.8%	-37.7%	-55.4%	-7.4%	-11.0%	-33.0%	26.6%	26.1%	-47.2%	53.4%	-58.9%	Aug '25
BNB	632.50	-0.7%	8.3%	-16.1%	-31.4%	-26.0%	10.0%	23.1%	-26.7%	117.9%	162.3%	23.5%	133.4%	-51.7%	Oct '25
Solana	85.11	-1.8%	7.7%	-12.8%	-41.3%	-59.6%	-40.1%	-34.2%	-31.6%	297.7%	502.9%	-50.0%	173.1%	-67.5%	Jan '25
Bitcoin ETF	38.80	-1.0%	6.2%	-10.4%	-26.4%	-39.2%	-20.7%	-6.4%	-21.9%	-	-	-	-	-45.6%	Oct '25
Grayscale Bitcoin (hi fee)	53.31	-1.1%	6.0%	-10.6%	-26.7%	-39.5%	-21.6%	-7.6%	-22.0%	424.6%	27.8%	72.2%	426.4%	-45.8%	Oct '25
Bloomberg Commodities	22.23	-0.03%	3.4%	5.0%	12.7%	22.2%	24.7%	14.9%	13.8%	30.5%	68.6%	44.5%	25.4%	-0.4%	Jan '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	4.70	0.09%	0.3%	-4.2%	-0.5%	-3.9%	5.3%	1.1%	-2.9%	21.0%	108.8%	133.2%	21.1%	-7.9%	Oct '23
10yr Treasury rate	4.06	0.2%	0.6%	-5.1%	0.0%	-3.7%	-3.0%	-9.0%	-2.6%	2.3%	175.9%	149.1%	3.9%	-18.7%	Oct '23
5yr Treasury rate	3.63	0.3%	0.9%	-5.4%	0.2%	-1.5%	-9.0%	-15.0%	-2.4%	-14.6%	399.4%	166.0%	-11.7%	-26.8%	Oct '23
13-week T-bill	3.60	0.1%	0.2%	0.1%	-1.1%	-10.5%	-14.3%	-15.7%	1.4%	-23.8%	10171.4%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	73.58	3.3%	12.1%	16.4%	24.8%	15.0%	7.6%	-19.9%	28.1%	-7.7%	20.1%	-3.3%	-15.7%	-21.5%	Sep '23
Gold	5136.00	-3.0%	-0.4%	4.7%	22.3%	42.9%	77.7%	64.5%	18.7%	178.0%	199.4%	185.4%	207.5%	-3.4%	Jan '26
EUR/USD	1.16	-1.1%	-1.4%	-1.5%	0.0%	-0.3%	11.6%	12.9%	-1.0%	9.7%	-3.8%	2.2%	19.7%	-3.3%	Jan '26
USD/JPY	157.56	0.6%	1.9%	1.4%	1.1%	6.5%	4.5%	-0.4%	0.7%	15.3%	47.6%	36.8%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	23.02	7.4%	17.7%	27.9%	43.2%	40.8%	1.1%	-13.8%	54.0%	24.5%	-13.7%	38.7%	-31.4%	-56.0%	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	51.03		0.03%	0.0%	0.4%	1.2%	2.4%	5.4%	6.1%	0.8%	20.3%	19.0%	18.2%	23.4%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.78		-0.5%	-0.8%	0.0%	1.1%	4.1%	3.7%	4.3%	0.8%	13.1%	7.9%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	46.03		-0.2%	-0.6%	0.8%	1.4%	4.2%	6.4%	8.8%	1.2%	17.7%	4.3%	4.8%	21.8%	-0.8%	Feb '26
Interm Bond- Vanguard	78.35		-0.08%	-0.5%	1.1%	0.7%	2.7%	6.2%	8.5%	1.0%	17.8%	2.9%	3.1%	21.1%	-0.9%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	-0.3%	-0.5%	0.5%	2.1%	6.0%	8.2%	0.0%	29.3%	35.9%	28.2%	34.8%	-0.9%	Jan '26
Int’l Bond- JPMorgan	48.78		-0.5%	-1.2%	-0.4%	0.5%	2.5%	6.2%	8.2%	0.6%	19.5%	16.1%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	76.58		-0.04%	-0.9%	1.0%	0.4%	3.6%	4.1%	7.2%	1.4%	15.6%	-6.1%	-10.3%	26.6%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.54	p	EOD	-0.1%	0.8%	1.6%	5.2%	2.9%	3.3%	1.3%	13.3%	4.7%	1.5%	16.6%	-0.3%	Feb '26
Long Muni- iShares	57.79		-0.5%	-0.8%	0.0%	1.2%	4.9%	3.7%	3.4%	0.8%	11.9%	5.1%	2.8%	14.7%	-1.1%	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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