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S&P 500

Return

62.4%

[

18.7%

annualized]

Dec 29 2023 - Oct 28 2026

DJIA (Large Value)

Return

39.2%

[

12.4%

annualized]

Dec 29 2023 - Oct 28 2026

Russell 2000 (Small Cap)

Return

39.6%

[

12.5%

annualized]

Dec 29 2023 - Oct 28 2026

Performance Range:

As of Oct 28 05:40 PM EDT, next update at 05:50 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7743.98	0.3%	-0.2%	0.8%	4.2%	8.5%	12.4%	16.4%	13.1%	88.1%	68.5%	26.0%	55.4%	-1.0%	Oct '26
DJIA (Large Value)	52475.10	0.2%	-0.7%	1.9%	-0.5%	6.8%	10.0%	13.0%	9.2%	61.9%	46.9%	17.6%	39.4%	-3.4%	Aug '26
Russell 2000 (Small Cap)	2830.51	0.4%	1.8%	0.4%	-4.2%	2.7%	12.9%	11.3%	14.0%	72.9%	23.2%	24.0%	60.8%	-7.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26549.85	0.3%	-0.6%	-1.0%	6.7%	7.6%	11.4%	20.4%	14.2%	110.0%	71.9%	32.4%	73.9%	-3.8%	Oct '26
Aggregate Bond	95.89	-0.2%	0.6%	1.7%	-1.0%	-1.5%	-1.4%	7.2%	-1.0%	16.2%	-1.4%	5.1%	4.2%	-2.8%	Feb '26
Corp Bond	104.07	-0.2%	0.8%	2.0%	-1.3%	-2.5%	-3.4%	7.9%	-2.2%	19.6%	-4.6%	4.4%	5.9%	-3.9%	Feb '26
High Yield Bond	77.59	-0.01%	0.8%	0.5%	-0.9%	-0.6%	1.3%	8.6%	0.6%	28.0%	18.0%	7.2%	11.8%	-1.9%	Aug '26
Preferred	28.76	-0.2%	-0.2%	-2.2%	-3.8%	-5.4%	-4.2%	4.9%	-3.4%	21.4%	-1.4%	-0.1%	8.1%	-7.1%	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	51.86	0.2%	1.1%	4.8%	-0.5%	1.7%	18.5%	9.9%	15.8%	46.5%	33.9%	19.1%	43.6%	-2.9%	Aug '26
Consumer Discretionary/Cyclical	115.33	-0.10%	-0.2%	5.8%	2.8%	-1.0%	-3.6%	7.4%	-2.8%	58.0%	19.9%	3.5%	32.4%	-6.8%	Jan '26
Financial Services	56.13	0.4%	0.2%	3.6%	-2.2%	9.0%	7.6%	14.9%	3.7%	86.9%	51.3%	10.4%	30.7%	-3.8%	Sep '26
Real Estate	91.79	-0.6%	0.3%	1.3%	-8.3%	-2.3%	4.8%	3.3%	6.7%	45.0%	1.1%	6.6%	21.7%	-8.3%	Jul '26
Communication Services	103.14	-0.4%	-5.4%	-7.2%	-5.7%	-10.4%	-10.4%	23.1%	-11.6%	69.2%	35.8%	0.4%	21.9%	-13.3%	Jan '26
Energy	68.45	0.4%	0.4%	10.2%	19.6%	20.2%	61.2%	7.9%	56.1%	77.7%	181.8%	56.8%	87.3%	-1.7%	Oct '26
Industrials	168.49	0.3%	0.1%	-0.2%	-7.4%	-1.0%	10.2%	19.3%	9.5%	82.1%	73.8%	24.0%	47.4%	-9.4%	Aug '26
Technology	191.00	0.8%	1.3%	-1.8%	11.8%	21.3%	27.1%	24.6%	33.1%	141.6%	146.4%	59.3%	114.2%	-5.4%	Oct '26
Consumer Staples/Defensive	86.84	-0.4%	-0.3%	5.5%	0.4%	6.0%	13.8%	1.5%	14.0%	41.5%	38.9%	11.5%	18.5%	-3.5%	Oct '26
Healthcare	179.72	0.3%	0.4%	4.9%	7.9%	26.0%	25.6%	14.5%	17.5%	53.4%	47.1%	26.5%	38.7%	-0.9%	Oct '26
Utilities	42.49	-0.8%	1.2%	8.3%	-6.0%	-6.9%	-3.0%	16.0%	1.6%	58.2%	46.6%	11.2%	21.2%	-9.1%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	159.22	0.4%	-0.2%	-0.3%	3.0%	7.1%	13.4%	22.4%	13.3%	88.9%	64.5%	31.4%	57.2%	-2.0%	Aug '26
MSCI Emerging Markets	63.52	1.6%	-0.1%	-5.5%	1.9%	1.3%	16.3%	34.0%	16.7%	86.8%	38.3%	46.5%	69.7%	-10.8%	Jun '26
FTSE Europe	87.31	0.3%	-0.3%	-1.2%	-1.9%	3.0%	10.4%	35.8%	6.6%	73.7%	48.0%	31.7%	46.0%	-6.1%	Aug '26
MSCI Japan	94.99	-0.3%	-0.8%	-1.9%	5.7%	9.1%	18.1%	25.9%	18.3%	79.3%	56.3%	43.5%	62.1%	-4.4%	Oct '26
MSCI India	46.79	0.11%	-1.0%	-0.6%	-5.2%	-5.0%	-14.2%	2.7%	-13.4%	9.7%	2.3%	-6.0%	-4.8%	-16.2%	Jun '25
MSCI China	49.04	-0.08%	-2.0%	-6.7%	-9.9%	-13.0%	-23.3%	31.0%	-17.8%	26.3%	-21.7%	-6.1%	11.6%	-25.4%	Oct '25
International Bond	47.28	-0.02%	0.4%	1.2%	-0.7%	-0.1%	-0.9%	2.9%	-0.1%	13.5%	1.0%	2.7%	2.4%	-2.1%	Feb '26
iShares Latin America	32.98	-1.4%	-12.9%	-3.5%	-5.4%	-8.1%	17.2%	52.7%	9.7%	55.1%	84.3%	46.1%	64.0%	-13.7%	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	709.90	0.3%	-0.1%	0.9%	4.5%	9.1%	13.7%	17.8%	14.2%	95.5%	80.7%	28.6%	58.2%	-0.9%	Oct '26
US Large Growth	123.01	0.6%	-0.4%	-1.7%	5.7%	3.5%	1.2%	19.8%	4.2%	100.6%	85.2%	20.4%	55.8%	-4.8%	Oct '26
US Large Value	258.72	0.08%	0.2%	3.5%	3.0%	14.7%	27.5%	15.7%	24.3%	89.9%	72.7%	35.7%	58.9%	-0.1%	Oct '26

US MidCap Blend	81.57	0.1%	0.2%	3.3%	0.3%	7.7%	13.7%	17.0%	13.2%	94.0%	70.1%	26.0%	50.3%	-3.4%	Aug '26
US MidCap Growth	293.36	0.5%	-0.2%	0.0%	0.0%	5.7%	0.1%	10.7%	5.6%	65.5%	18.9%	8.6%	36.9%	-6.5%	Aug '26
US MidCap Value	208.70	0.04%	0.6%	5.6%	1.1%	9.7%	22.8%	12.1%	19.5%	79.5%	59.3%	29.8%	51.7%	-0.6%	Aug '26

US Small Blend	290.90	0.1%	0.6%	1.5%	-2.1%	4.3%	14.4%	8.9%	13.9%	73.2%	36.4%	19.9%	53.2%	-5.7%	Aug '26
US Small Growth	356.22	0.7%	1.6%	-0.6%	-4.0%	1.6%	7.9%	12.9%	10.6%	77.9%	19.9%	21.1%	60.1%	-9.9%	Aug '26
US Small Value	214.81	0.07%	1.8%	1.4%	-3.8%	4.6%	21.1%	12.4%	19.8%	80.4%	41.8%	32.1%	67.1%	-5.2%	Aug '26

Foreign Large Blend	103.68	0.09%	-0.4%	-1.3%	-0.2%	4.3%	12.1%	31.6%	9.7%	73.1%	50.1%	33.6%	49.5%	-4.7%	Aug '26
Foreign Growth	119.67	0.3%	-0.3%	-0.6%	0.3%	2.8%	4.5%	20.7%	5.9%	53.3%	17.0%	18.5%	37.8%	-5.9%	Aug '26
Foreign Value	79.09	-0.2%	-0.4%	-1.8%	-0.8%	6.0%	20.1%	42.2%	13.7%	94.3%	89.2%	49.4%	61.9%	-4.8%	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	22.84		0.2%	0.3%	0.1%	0.9%	2.3%	3.3%	3.6%	2.9%	19.5%	29.6%	5.8%	9.6%	-0.5%	Sep '26
Ultra Short- Janus AAA CLO	50.63		0%	0.1%	0.3%	1.2%	2.4%	4.7%	5.2%	3.7%	19.3%	27.9%	8.3%	8.8%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.44		0.3%	0.6%	0.4%	1.9%	2.7%	4.2%	6.9%	2.6%	22.8%	30.8%	9.0%	12.9%	-0.1%	Sep '26
Interval CEF- Cliffwater	10.19	p	EOD	-0.1%	-1.9%	-1.0%	0.5%	3.9%	8.9%	2.3%	28.4%	53.0%	9.8%	9.5%	-2.1%	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	58.91		0.3%	-0.9%	-0.7%	1.3%	4.4%	11.0%	17.7%	11.1%	94.0%	108.6%	25.2%	54.5%	-3.1%	Aug '26
Int’l Min Volatility- Franklin	42.95		-0.3%	0.1%	1.6%	1.2%	8.2%	27.1%	27.1%	19.9%	93.0%	121.6%	46.0%	60.3%	-0.3%	Oct '26
MidCap 30 - Hennessy (hi fee)	24.98	p	EOD	-0.6%	-1.2%	-10.8%	-8.1%	3.1%	3.0%	2.9%	66.7%	95.0%	5.2%	34.0%	-15.8%	Jun '26
Small Value- Avantis	122.65		-0.2%	1.4%	2.6%	-2.5%	3.4%	25.1%	7.4%	21.4%	75.3%	69.2%	29.2%	66.9%	-4.4%	Aug '26
Mid Value- Pacer Cash Cows	70.51		-0.09%	-0.5%	5.1%	5.1%	13.7%	24.4%	9.0%	18.5%	58.6%	72.3%	24.1%	53.0%	-2.4%	Sep '26
Growth- S&P Momentum	144.90		1.6%	1.2%	-4.2%	3.0%	11.8%	18.4%	26.6%	22.2%	167.1%	137.3%	42.5%	77.4%	-10.2%	Jun '26
Invesco S&P Quality	84.17		0.3%	-0.5%	-0.3%	-0.2%	6.0%	14.1%	13.2%	13.0%	81.8%	75.5%	20.5%	44.4%	-6.4%	Jun '26
Rotation Factor- BlackRock	69.20		0.4%	-0.3%	-0.3%	3.7%	9.2%	14.5%	20.0%	14.5%	113.0%	96.9%	31.1%	61.3%	-2.1%	Oct '26
US Min Volatility- Fidelity	74.36		0.2%	0.3%	4.8%	4.2%	10.0%	13.7%	11.8%	12.7%	63.3%	59.2%	20.5%	39.6%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.45		0.4%	0.2%	2.3%	1.9%	4.7%	8.7%	8.1%	6.6%	41.5%	42.8%	10.4%	27.2%	NewNew Peak	Oct '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	18.51	p	EOD	1.4%	1.3%	7.2%	9.1%	17.4%	6.5%	17.1%	36.9%	55.2%	22.8%	28.3%	NewNew Peak	Oct '26
Multistrategy- AQR	15.54	p	EOD	-0.4%	0.1%	5.9%	6.5%	12.7%	16.4%	10.9%	46.4%	86.2%	22.2%	27.4%	-0.6%	Oct '26
Long Short- AQR	22.19	p	EOD	-1.1%	-1.3%	6.2%	8.6%	12.4%	34.4%	4.9%	88.0%	196.4%	30.9%	36.3%	-2.1%	Sep '26
Mkt Neutral- BlackRock	16.02	p	EOD	0.2%	0.4%	6.2%	11.4%	23.1%	18.3%	18.2%	77.2%	99.5%	38.5%	32.2%	-1.4%	Oct '26
Multi Strategy- Variant	25.80	p	EOD	0.1%	0.6%	1.7%	3.1%	6.2%	7.2%	4.9%	20.2%	42.5%	11.4%	10.5%	NewNew Peak	Oct '26
Long Short- First Trust	77.31		0.01%	-0.6%	0.4%	3.2%	6.6%	10.3%	9.1%	9.6%	53.9%	62.2%	15.7%	30.7%	-1.0%	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)	324.89	1.3%	-2.9%	-5.2%	-2.6%	-7.0%	21.8%	66.0%	4.0%	168.5%	124.9%	76.4%	125.6%	-19.2%	May '26
Meta (Communications)	612.49	-1.2%	-12.2%	-14.4%	3.3%	-8.6%	-18.2%	13.1%	-7.0%	108.4%	95.1%	-12.5%	20.6%	-22.2%	Aug '25
Amazon (Cyclical)	254.60	0.6%	-3.0%	3.4%	10.3%	-2.0%	11.1%	5.2%	10.3%	99.3%	47.7%	12.3%	49.2%	-10.4%	Aug '26
Tesla (Cyclical)	404.22	-0.8%	4.6%	13.1%	31.5%	7.5%	-12.2%	11.4%	-10.1%	95.0%	12.6%	12.1%	82.2%	-17.5%	Dec '25
Procter & Gamble (Defensive)	158.26	-0.6%	1.6%	6.9%	7.0%	7.6%	7.6%	-12.3%	13.6%	16.4%	26.2%	-0.2%	4.9%	-5.7%	Mar '25
PepsiCo (Defensive)	132.63	-0.7%	-1.5%	3.2%	-6.2%	-13.3%	-8.1%	-1.8%	-4.8%	-7.4%	-3.5%	-2.5%	0.4%	-19.8%	Feb '26
Coca-Cola (Defensive)	91.73	0.6%	-1.0%	5.2%	4.5%	18.5%	34.2%	15.6%	33.8%	81.0%	89.5%	37.4%	39.7%	-3.8%	Oct '26
Exxon Mobil (Energy)	182.02	1.2%	2.2%	12.0%	19.7%	22.5%	62.8%	16.0%	54.3%	90.3%	237.3%	73.0%	89.3%	-1.4%	Oct '26
Chevron (Energy)	229.20	0.4%	1.1%	11.1%	23.3%	23.9%	54.6%	10.1%	54.6%	80.0%	147.6%	55.1%	78.1%	-1.7%	Oct '26
JPMorgan Chase (Financial)	339.30	1.0%	1.2%	1.3%	-4.6%	10.0%	13.3%	37.3%	7.3%	166.5%	125.5%	25.8%	61.0%	-6.6%	Aug '26
Visa (Financial)	400.60	-0.3%	-1.8%	8.9%	9.5%	30.0%	16.4%	11.8%	14.9%	78.8%	98.3%	14.1%	31.4%	-3.3%	Oct '26
Mastercard (Financial)	610.31	0.08%	-2.0%	7.6%	8.6%	20.6%	8.5%	9.0%	7.6%	70.7%	88.8%	8.5%	28.5%	-3.6%	Oct '26
Bank of America (Financial)	50.85	0.3%	0.1%	-8.3%	-18.4%	-2.4%	-1.8%	28.0%	-6.1%	117.1%	20.3%	14.9%	50.0%	-21.1%	Aug '26
UnitedHealth (Health)	407.10	-0.8%	-2.4%	7.7%	-4.5%	12.3%	13.6%	-33.1%	25.8%	-17.4%	-2.2%	-16.8%	-23.4%	-29.3%	Apr '25
Johnson & Johnson (Health)	271.04	0.9%	5.1%	-0.3%	2.1%	20.3%	48.3%	47.5%	33.1%	102.7%	91.4%	78.3%	87.7%	-2.7%	Sep '26
Eli Lilly (Health)	1288.30	0.5%	1.4%	8.7%	5.7%	47.9%	58.1%	40.2%	20.5%	134.7%	432.1%	50.2%	79.3%	-1.4%	Oct '26
Union Pacific (Industrials)	297.80	-0.7%	3.4%	8.6%	1.6%	12.3%	39.7%	3.9%	30.7%	57.7%	37.6%	25.3%	47.8%	-3.7%	Aug '26
Honeywell (Industrials)	219.26	0.2%	2.1%	3.7%	-11.0%	-1.0%	5.5%	-6.4%	8.6%	33.3%	12.5%	9.0%	25.0%	-15.0%	Mar '26
Nvidia (IT)	215.38	-1.2%	-3.0%	-5.9%	9.4%	1.3%	7.4%	38.9%	15.8%	433.4%	767.4%	55.1%	124.2%	-10.0%	Oct '26
Broadcom (IT)	351.81	2.8%	4.1%	0.6%	-7.5%	-11.7%	-5.0%	50.6%	2.2%	333.5%	625.7%	56.1%	128.1%	-26.7%	Jun '26
Adobe (IT)	249.76	0.6%	-2.1%	8.1%	0.2%	2.7%	-30.6%	-21.3%	-28.6%	-50.8%	-60.9%	-45.3%	-26.5%	-46.2%	Feb '25
Oracle (IT)	144.54	10.7%	11.9%	9.4%	20.9%	-12.3%	-47.8%	18.1%	-24.9%	48.3%	60.7%	-18.7%	18.5%	-55.3%	Sep '25
salesforce.com (IT)	242.11	0.5%	0.1%	6.5%	33.6%	34.1%	-4.0%	-20.2%	-8.0%	25.5%	-17.3%	-24.4%	0.6%	-31.8%	Jan '25
Linde PLC (Materials)	508.16	-0.10%	1.5%	7.7%	-0.3%	0.2%	16.3%	3.2%	20.4%	42.5%	71.0%	12.6%	25.4%	-6.7%	Jul '26
Sherwin-Williams (Materials)	320.80	-1.6%	-4.9%	-3.6%	-9.2%	-0.6%	-8.6%	-3.8%	-0.3%	39.6%	4.4%	-7.4%	3.7%	-13.7%	Sep '25
American Tower (Real Estate)	183.75	-0.04%	3.4%	10.6%	8.3%	5.1%	4.7%	-0.9%	7.9%	18.8%	-24.4%	4.0%	-4.2%	-17.0%	Jul '25
Prologis Inc. (Real Estate)	125.22	-1.0%	-1.9%	-5.5%	-14.2%	-10.2%	2.7%	25.1%	0.4%	41.7%	-1.1%	9.1%	46.6%	-15.9%	Jul '26
NextEra Energy (Utilities)	81.02	-1.7%	3.5%	7.3%	-8.6%	-14.8%	-0.3%	15.5%	3.1%	57.5%	7.2%	23.6%	32.1%	-16.0%	Apr '26
Duke Energy (Utilities)	123.57	-1.0%	2.4%	9.0%	-3.5%	-1.6%	1.8%	12.7%	8.2%	58.0%	46.2%	16.5%	12.3%	-5.8%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.72	p	EOD	0.4%	1.1%	-0.1%	0.5%	1.8%	9.4%	2.0%	27.7%	10.3%	10.0%	12.8%	-1.4%	Aug '26
Moderate-60% Stock	68.78		0.2%	0.1%	0.4%	1.3%	3.5%	7.8%	16.4%	7.6%	56.0%	36.6%	21.1%	34.0%	-1.9%	Aug '26
Mod Agg-80% Stock	55.44	p	EOD	-0.3%	-0.3%	1.7%	4.6%	10.4%	19.6%	10.1%	70.9%	47.6%	26.2%	44.7%	-2.4%	Aug '26
Aggressive-90% Stock	34.18	p	EOD	-0.7%	-1.4%	1.4%	5.1%	13.3%	20.9%	12.9%	77.4%	49.4%	29.9%	53.2%	-3.1%	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	81108.02	0.4%	-3.5%	-2.9%	27.0%	6.2%	-28.2%	-6.3%	-7.3%	139.2%	33.8%	-16.1%	6.3%	-35.0%	Oct '25
Ethereum	2356.92	0.4%	-4.6%	-12.3%	22.8%	2.9%	-40.8%	-11.0%	-20.6%	32.4%	-45.0%	-13.2%	60.1%	-51.2%	Aug '25
BNB	755.40	1.5%	1.3%	-1.1%	32.4%	21.0%	-31.5%	23.1%	-12.5%	236.5%	53.5%	15.6%	36.5%	-42.3%	Oct '25
Solana	102.25	1.0%	-4.3%	-14.0%	38.7%	21.7%	-47.4%	-34.2%	-17.9%	222.2%	-47.5%	-39.5%	-3.1%	-61.0%	Jan '25
Bitcoin ETF	46.14	1.0%	-3.6%	-2.3%	27.7%	6.6%	-28.5%	-6.4%	-7.1%	-	-	-15.6%	5.8%	-35.3%	Oct '25
Grayscale Bitcoin (hi fee)	62.93	1.0%	-3.5%	-2.3%	27.3%	6.0%	-29.3%	-7.6%	-7.9%	177.9%	43.1%	-17.3%	3.8%	-36.1%	Oct '25
Bloomberg Commodities	26.02	0.12%	-0.4%	0.0%	10.0%	4.8%	38.6%	14.9%	33.2%	51.9%	61.0%	39.8%	54.7%	-2.9%	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	5.36	1.1%	-1.4%	-3.6%	5.2%	8.4%	17.9%	1.1%	10.8%	6.7%	173.1%	12.5%	13.7%	-5.4%	Oct '26
10yr Treasury rate	5.05	1.0%	-2.0%	-3.7%	9.6%	15.9%	26.7%	-9.0%	21.2%	4.1%	221.7%	11.2%	18.4%	-5.0%	Oct '26
5yr Treasury rate	4.87	0.6%	-2.0%	-3.9%	11.7%	22.3%	34.8%	-15.0%	30.9%	2.1%	310.0%	11.5%	24.5%	-4.3%	Sep '26
13-week T-bill	4.00	-1.1%	-1.7%	-1.5%	6.3%	11.3%	7.4%	-15.7%	12.6%	-24.7%	8222.9%	-5.3%	-4.4%	-6.8%	May '25
Crude Oil	101.94	2.0%	4.9%	10.1%	28.6%	2.0%	69.5%	-19.9%	77.5%	19.2%	23.1%	41.1%	71.1%	-9.7%	Apr '26
Gold	4081.20	0.2%	-1.7%	-2.1%	1.1%	-11.4%	2.5%	64.4%	-6.0%	104.2%	126.4%	39.0%	36.5%	-23.3%	Jan '26
USD/EUR	0.90	0.13%	0.7%	1.9%	2.0%	5.0%	4.4%	-11.4%	5.3%	-	4.7%	-6.4%	-1.6%	-8.2%	Jan '25
USD/JPY	157.79	0.2%	-0.2%	0.3%	-3.7%	-1.1%	3.3%	-0.4%	0.9%	-	38.9%	3.9%	8.2%	-3.7%	Jul '26
S&P 500 Volatility Index	16.91	-3.5%	1.4%	5.2%	-7.1%	-5.2%	3.0%	-13.8%	13.1%	-20.5%	2.3%	10.7%	-67.7%	-67.7%	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	50.08		0.06%	0.3%	0.8%	0.4%	1.1%	2.7%	6.1%	2.0%	19.0%	19.6%	7.3%	6.6%	-0.1%	Aug '26
Interm Muni- JPMorgan	48.88		-0.06%	1.3%	3.3%	-1.2%	-1.3%	-0.3%	4.3%	-0.5%	13.7%	4.8%	3.2%	5.6%	-2.4%	Jul '26
Interm Bond- Janus MSB	43.26		-0.2%	1.0%	2.0%	-1.7%	-2.5%	-1.4%	8.8%	-1.5%	19.6%	1.6%	6.1%	5.0%	-3.6%	Feb '26
Interm Bond- Vanguard	73.87		-0.2%	0.7%	1.6%	-1.5%	-2.2%	-2.2%	8.5%	-2.0%	16.8%	-0.4%	5.4%	3.9%	-3.8%	Feb '26
Multisector Bond- Intrepid	8.72	p	EOD	0.2%	-0.1%	-0.8%	0.6%	2.9%	8.2%	2.1%	27.2%	32.1%	8.7%	11.5%	-1.1%	Aug '26
Int’l Bond- JPMorgan	46.81		0.04%	0.0%	0.5%	-1.3%	-0.8%	-0.8%	8.2%	-0.7%	18.6%	13.5%	5.5%	6.1%	-2.6%	Feb '26
Long Bond- Vanguard	70.53		-0.5%	1.0%	2.8%	-1.7%	-3.4%	-5.9%	7.2%	-3.0%	20.4%	-16.0%	2.7%	6.3%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.09	p	EOD	1.3%	3.9%	-1.4%	-1.5%	-0.1%	4.4%	-0.6%	17.3%	4.9%	3.2%	6.1%	-3.0%	Jul '26
Long Muni- iShares	55.57		-0.11%	1.2%	3.3%	-1.3%	-1.8%	-0.6%	3.4%	-1.1%	11.9%	1.8%	2.7%	6.6%	-2.9%	Feb '26

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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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