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S&P 500

Return

61.6%

[

20.2%

annualized]

Dec 29 2023 - Aug 06 2026

DJIA (Large Value)

Return

43.0%

[

14.7%

annualized]

Dec 29 2023 - Aug 06 2026

Russell 2000 (Small Cap)

Return

48.1%

[

16.3%

annualized]

Dec 29 2023 - Aug 06 2026

Performance Range:

As of Aug 06 11:40 PM EDT, next update at 11:50 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	7709.96	-0.2%	2.9%	2.7%	5.1%	11.2%	21.6%	16.4%	12.6%	70.6%	73.8%	60.7%	115.5%	-0.3%	Aug '26
DJIA (Large Value)	53885.10	-0.9%	2.7%	1.8%	8.6%	7.5%	22.6%	13.0%	12.1%	51.9%	53.0%	47.3%	84.5%	-0.9%	Aug '26
Russell 2000 (Small Cap)	3001.55	-0.6%	2.4%	0.6%	5.7%	12.4%	35.5%	11.3%	20.9%	53.2%	33.5%	32.1%	77.8%	-1.2%	Aug '26
NASDAQ Comp (Tech/Growth)	26348.35	-0.06%	3.8%	2.1%	2.1%	14.4%	24.0%	20.4%	13.4%	88.3%	77.6%	66.4%	152.9%	-2.8%	Jun '26
Aggregate Bond	97.43	-0.3%	0.1%	-0.8%	-0.9%	-1.1%	1.9%	7.2%	-0.5%	12.5%	-1.5%	0.0%	16.8%	-2.3%	Feb '26
Corp Bond	106.36	-0.4%	0.1%	-1.4%	-1.5%	-2.0%	0.9%	7.9%	-1.3%	14.6%	-4.2%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.46	-0.08%	0.0%	-0.4%	0.5%	0.8%	4.5%	8.6%	1.5%	26.2%	19.6%	18.2%	38.4%	-0.5%	Jul '26
Preferred	30.52	-0.7%	0.2%	0.0%	-2.3%	-1.1%	3.2%	4.9%	1.1%	18.6%	3.3%	2.3%	25.5%	-2.9%	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	52.17	-0.9%	3.5%	1.3%	1.9%	2.1%	20.8%	9.9%	16.0%	31.4%	36.9%	27.6%	63.8%	-1.9%	Feb '26
Consumer Discretionary/Cyclical	118.10	-0.5%	1.7%	0.6%	-1.3%	0.5%	6.6%	7.4%	-0.7%	39.6%	36.0%	16.7%	75.5%	-4.8%	Jan '26
Financial Services	57.81	-0.3%	1.5%	3.1%	12.5%	7.5%	14.3%	14.9%	6.5%	71.2%	66.5%	58.0%	103.2%	-0.3%	Aug '26
Real Estate	98.04	-0.9%	-0.9%	-0.4%	2.6%	8.4%	13.4%	3.3%	13.0%	31.3%	11.1%	1.6%	49.1%	-2.9%	Jul '26
Communication Services	111.18	0.3%	2.7%	0.1%	-5.0%	-3.4%	4.9%	23.1%	-5.0%	68.8%	41.3%	49.1%	143.1%	-6.9%	Jan '26
Energy	58.16	1.5%	-2.3%	6.4%	4.7%	10.7%	42.1%	7.9%	31.9%	47.1%	181.6%	137.5%	64.5%	-6.4%	Mar '26
Industrials	184.76	-0.9%	2.7%	1.3%	6.4%	7.2%	24.2%	19.3%	19.7%	76.0%	92.4%	88.5%	130.5%	-0.9%	Aug '26
Technology	185.33	-0.3%	5.7%	3.4%	9.3%	31.6%	41.5%	24.6%	29.0%	120.3%	148.5%	118.4%	226.7%	-6.4%	Jun '26
Consumer Staples/Defensive	85.11	-0.3%	0.1%	0.3%	2.0%	-2.0%	6.4%	1.5%	10.9%	22.7%	36.9%	24.3%	39.1%	-4.3%	Feb '26
Healthcare	164.45	0.2%	1.2%	0.0%	14.1%	5.2%	29.7%	14.5%	7.1%	29.1%	34.1%	26.9%	43.6%	-1.7%	Jul '26
Utilities	43.38	-0.6%	-2.2%	-5.1%	-3.2%	1.4%	3.0%	16.0%	3.0%	48.3%	49.4%	40.0%	58.0%	-7.9%	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	160.10	-0.2%	2.3%	2.3%	4.7%	10.2%	24.0%	22.4%	13.9%	72.9%	69.7%	62.6%	121.0%	-0.3%	Aug '26
MSCI Emerging Markets	65.02	-1.1%	1.5%	-1.1%	-1.9%	8.8%	34.0%	34.0%	19.5%	72.6%	40.9%	46.5%	106.4%	-8.7%	Jun '26
FTSE Europe	91.83	-0.02%	1.4%	3.1%	6.6%	5.7%	22.3%	35.8%	11.8%	62.4%	56.6%	54.8%	126.9%	NewNew Peak	Aug '26
MSCI Japan	95.15	-0.01%	3.0%	2.2%	5.1%	7.0%	29.6%	25.9%	18.5%	66.7%	58.2%	57.9%	115.1%	-1.9%	Jun '26
MSCI India	50.12	-0.4%	0.6%	1.6%	0.6%	-5.9%	-4.6%	2.7%	-7.3%	14.2%	18.0%	8.6%	24.8%	-14.7%	Sep '24
MSCI China	55.90	-0.2%	0.2%	8.0%	-3.5%	-8.7%	-2.1%	31.0%	-6.3%	27.1%	-11.1%	-0.6%	52.2%	-15.0%	Oct '25
International Bond	47.89	-0.2%	0.3%	-0.3%	0.1%	-0.2%	1.0%	2.9%	0.5%	12.9%	-0.1%	1.9%	18.0%	-1.5%	Feb '26
iShares Latin America	34.91	-0.5%	-1.3%	3.5%	-2.2%	-1.9%	39.7%	52.7%	16.1%	50.8%	68.0%	101.1%	80.4%	-7.2%	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	706.40	-0.2%	2.9%	2.8%	5.3%	11.9%	23.0%	17.8%	13.3%	77.4%	86.3%	71.4%	127.1%	-0.4%	Aug '26
US Large Growth	123.50	-0.3%	4.4%	1.8%	0.7%	8.3%	12.8%	19.8%	4.6%	87.7%	95.7%	78.0%	156.9%	-4.0%	Jun '26
US Large Value	256.12	0.00%	1.7%	3.4%	10.7%	14.8%	33.7%	15.7%	22.6%	67.5%	74.8%	65.8%	101.2%	-0.2%	Aug '26

US MidCap Blend	82.14	-0.5%	1.5%	1.9%	6.5%	9.9%	19.8%	17.0%	14.0%	73.2%	79.8%	68.1%	117.3%	-0.9%	Aug '26
US MidCap Growth	302.03	-1.1%	2.2%	0.4%	3.9%	10.6%	5.6%	10.7%	8.6%	48.9%	28.5%	24.1%	83.2%	-1.7%	Aug '26
US MidCap Value	206.64	-0.06%	0.9%	3.0%	8.4%	9.2%	25.9%	12.1%	17.7%	55.2%	61.6%	52.0%	83.8%	-0.4%	Jul '26

US Small Blend	301.96	-0.4%	2.3%	1.2%	5.7%	9.6%	27.3%	8.9%	17.9%	53.8%	45.5%	42.0%	84.2%	-1.2%	Aug '26
US Small Growth	384.29	-0.6%	3.7%	-0.4%	5.0%	13.4%	32.7%	12.9%	19.1%	59.7%	31.0%	33.6%	89.6%	-2.5%	Jun '26
US Small Value	223.83	-0.6%	1.2%	1.7%	6.9%	12.5%	41.6%	12.4%	24.3%	58.3%	52.5%	45.1%	82.8%	-1.4%	Aug '26

Foreign Large Blend	107.36	-0.07%	1.7%	3.1%	6.0%	6.3%	23.6%	31.6%	13.6%	62.2%	56.7%	55.8%	116.6%	-0.1%	Aug '26
Foreign Growth	124.37	-0.3%	2.4%	1.6%	3.7%	4.9%	15.9%	20.7%	10.0%	39.7%	22.9%	21.7%	84.3%	-0.8%	Jun '26
Foreign Value	81.64	0.11%	0.9%	4.5%	8.3%	7.7%	31.4%	42.2%	17.4%	86.5%	96.2%	96.6%	152.2%	NewNew Peak	Aug '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	23.00	0.11%	-0.2%	0.7%	1.2%	2.7%	2.0%	3.6%	1.8%	19.9%	30.3%	27.6%	33.5%	-0.2%	Jul '26
Ultra Short- Janus AAA CLO	50.53	0.02%	0.1%	0.4%	1.1%	2.1%	4.9%	5.2%	2.7%	19.8%	26.9%	26.6%	28.9%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.50	0.10%	0.5%	0.9%	0.7%	2.2%	4.3%	6.9%	1.2%	22.8%	30.6%	28.4%	34.9%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.31	0%	0.2%	0.6%	1.5%	3.1%	6.9%	8.9%	3.5%	33.5%	58.0%	52.3%	45.4%	NewNew Peak	Aug '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	60.11	-0.5%	2.3%	2.2%	4.6%	10.3%	21.3%	17.7%	13.2%	81.0%	116.5%	111.0%	133.1%	-0.8%	Aug '26
Int’l Min Volatility- Franklin	42.82	0.6%	0.2%	3.7%	7.5%	9.2%	33.5%	27.1%	18.6%	86.4%	117.7%	111.4%	127.0%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.12	-2.1%	0.9%	-0.5%	1.7%	7.3%	25.0%	3.0%	15.9%	66.4%	119.3%	116.3%	122.3%	-5.2%	Jun '26
Small Value- Avantis	126.42	-0.6%	0.9%	2.7%	6.5%	10.4%	39.0%	7.4%	24.7%	58.5%	85.1%	68.8%	93.8%	-1.8%	Aug '26
Mid Value- Pacer Cash Cows	68.13	0.2%	1.8%	6.0%	7.9%	6.9%	25.9%	9.0%	13.8%	41.0%	70.1%	57.2%	70.1%	-0.1%	Aug '26
Growth- S&P Momentum	149.10	-0.8%	3.7%	-0.2%	7.2%	25.0%	29.2%	26.6%	25.5%	168.0%	157.0%	143.8%	199.6%	-7.8%	Jun '26
Invesco S&P Quality	85.82	-1.0%	1.4%	-1.0%	5.0%	8.1%	21.7%	13.2%	15.0%	71.9%	82.3%	71.2%	125.6%	-4.8%	Jun '26
Rotation Factor- BlackRock	69.54	0.03%	3.1%	3.4%	6.9%	13.5%	25.1%	20.0%	14.9%	94.0%	104.0%	94.2%	163.1%	-0.1%	Aug '26
US Min Volatility- Fidelity	73.24	0.5%	2.0%	4.1%	6.3%	7.8%	17.3%	11.8%	10.6%	51.4%	60.8%	50.5%	83.5%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.59	0.1%	0.3%	1.3%	3.8%	0.9%	10.9%	8.1%	4.8%	30.5%	42.7%	35.7%	55.0%	-0.4%	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	17.50	-0.2%	0.1%	0.9%	1.9%	9.5%	11.0%	6.5%	10.7%	31.2%	45.4%	43.3%	42.8%	-0.2%	Aug '26
Multistrategy- AQR	14.82	0.07%	0.1%	2.0%	1.0%	3.3%	12.9%	16.4%	5.8%	45.1%	77.1%	73.8%	55.3%	-0.7%	Jun '26
Long Short- AQR	21.57	0.1%	1.0%	5.0%	3.5%	2.8%	16.4%	34.4%	1.9%	93.0%	187.4%	163.2%	151.0%	-0.1%	Aug '26
Mkt Neutral- BlackRock	15.39	0.3%	0.6%	3.0%	5.8%	12.8%	24.4%	18.3%	13.6%	77.7%	87.5%	92.0%	92.7%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.79	0%	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.3%	20.6%	42.9%	38.2%	29.6%	NewNew Peak	Aug '26
Long Short- First Trust	75.61	-0.12%	0.8%	2.1%	3.1%	6.1%	15.1%	9.1%	6.9%	44.7%	62.3%	53.5%	69.8%	-0.2%	Aug '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)	357.75	-1.3%	0.5%	-2.5%	-10.1%	11.0%	82.6%	66.0%	14.4%	174.4%	165.9%	148.9%	269.9%	-11.1%	May '26
Meta (Communications)	589.90	0.2%	6.0%	-4.2%	-4.3%	-10.7%	-22.3%	13.1%	-10.5%	88.0%	63.7%	75.8%	366.7%	-25.1%	Aug '25
Amazon (Cyclical)	272.26	-0.1%	0.3%	10.7%	0.4%	29.5%	22.0%	5.2%	18.0%	91.4%	62.8%	59.8%	141.2%	-4.1%	Aug '26
Tesla (Cyclical)	319.53	-0.6%	2.7%	-20.7%	-22.4%	-22.3%	-0.9%	11.4%	-28.9%	27.1%	37.1%	-20.1%	47.1%	-34.8%	Dec '25
Procter & Gamble (Defensive)	146.97	0.12%	1.7%	-3.1%	1.4%	-6.3%	-1.4%	-12.3%	4.8%	1.4%	18.2%	2.0%	31.2%	-14.2%	Dec '24
PepsiCo (Defensive)	138.44	-0.2%	-0.8%	-4.5%	-10.5%	-17.2%	0.0%	-1.8%	-1.7%	-17.8%	5.1%	-7.5%	-7.4%	-21.1%	May '23
Coca-Cola (Defensive)	86.85	0.02%	-0.8%	3.3%	11.5%	11.4%	26.8%	15.6%	25.9%	55.0%	77.8%	67.2%	75.9%	-2.5%	Jul '26
Exxon Mobil (Energy)	154.84	2.1%	-0.4%	9.3%	6.4%	5.3%	50.8%	16.0%	30.4%	59.7%	221.6%	184.7%	78.2%	-9.1%	Mar '26
Chevron (Energy)	189.23	1.5%	-3.9%	8.7%	4.6%	6.6%	28.7%	10.1%	26.5%	34.3%	127.9%	90.0%	39.8%	-9.6%	Mar '26
JPMorgan Chase (Financial)	356.30	-0.8%	1.3%	5.0%	16.9%	11.6%	26.5%	37.3%	12.1%	142.8%	156.4%	148.2%	275.5%	-0.8%	Aug '26
Visa (Financial)	370.47	0.5%	1.2%	5.2%	15.5%	12.2%	12.4%	11.8%	6.1%	56.9%	59.3%	73.1%	114.0%	NewNew Peak	Aug '26
Mastercard (Financial)	575.95	1.0%	0.5%	8.5%	15.2%	5.3%	3.3%	9.0%	1.4%	47.7%	58.4%	59.7%	107.9%	-3.2%	Aug '25
Bank of America (Financial)	63.00	-0.4%	1.7%	5.2%	20.1%	12.7%	43.3%	28.0%	15.8%	113.0%	77.3%	52.7%	132.1%	-0.4%	Aug '26
UnitedHealth (Health)	403.97	-2.1%	-2.5%	-5.7%	9.9%	48.0%	69.5%	-33.1%	24.0%	-16.0%	6.2%	-12.8%	-13.2%	-32.6%	Nov '24
Johnson & Johnson (Health)	256.98	-0.2%	0.2%	-3.8%	16.2%	8.3%	53.6%	47.5%	25.6%	62.0%	70.9%	70.3%	76.1%	-3.8%	Jul '26
Eli Lilly (Health)	1191.94	1.9%	3.8%	-3.5%	22.5%	13.0%	87.3%	40.2%	11.3%	168.1%	374.3%	356.9%	278.4%	-3.5%	Jul '26
Union Pacific (Industrials)	295.38	-0.05%	1.1%	4.3%	12.1%	18.1%	35.7%	3.9%	29.0%	37.5%	50.0%	32.2%	67.7%	-3.9%	Jul '26
Honeywell (Industrials)	240.74	-3.0%	-1.0%	7.0%	6.8%	-2.7%	14.9%	-6.4%	18.9%	37.0%	17.6%	29.6%	52.7%	-6.9%	Mar '26
Nvidia (IT)	218.99	-0.10%	9.1%	11.2%	3.7%	18.3%	21.3%	38.9%	17.6%	383.1%	979.0%	629.3%	1809.0%	-7.0%	May '26
Broadcom (IT)	420.57	0.5%	8.0%	13.4%	2.1%	26.8%	39.5%	50.6%	22.0%	386.0%	851.7%	587.0%	933.9%	-12.5%	Jun '26
Adobe (IT)	260.24	0.4%	3.9%	17.5%	1.5%	-3.0%	-23.1%	-21.3%	-25.6%	-50.9%	-58.8%	-53.9%	-9.1%	-59.0%	Feb '24
Oracle (IT)	143.47	-0.6%	10.5%	1.7%	-26.0%	1.2%	-41.8%	18.1%	-25.7%	28.0%	71.4%	74.0%	135.7%	-55.8%	Sep '25
salesforce.com (IT)	186.77	-3.2%	1.5%	10.2%	0.5%	-1.9%	-21.8%	-20.2%	-29.1%	-12.1%	-24.2%	-25.6%	33.5%	-48.6%	Dec '24
Linde PLC (Materials)	490.11	-0.2%	2.5%	-8.9%	-0.4%	10.1%	5.8%	3.2%	15.7%	32.3%	71.5%	53.8%	89.6%	-10.3%	Jul '26
Sherwin-Williams (Materials)	363.42	-1.7%	6.6%	6.2%	13.8%	0.9%	4.8%	-3.8%	12.7%	36.0%	28.0%	11.7%	86.7%	-7.8%	Nov '24
American Tower (Real Estate)	171.20	1.9%	-1.2%	3.6%	-3.9%	1.9%	-15.3%	-0.9%	-0.6%	3.6%	-29.1%	-30.8%	5.9%	-24.4%	Sep '24
Prologis Inc. (Real Estate)	139.14	-1.2%	-3.8%	-3.1%	-1.5%	3.2%	35.1%	25.1%	10.7%	23.0%	23.9%	-3.4%	55.7%	-7.3%	Jul '26
NextEra Energy (Utilities)	84.60	-1.5%	-2.7%	-4.4%	-8.7%	-4.1%	19.9%	15.5%	6.9%	34.7%	19.7%	4.3%	29.3%	-12.9%	Apr '26
Duke Energy (Utilities)	123.90	0.5%	-1.2%	-3.4%	0.1%	3.4%	1.8%	12.7%	7.5%	55.1%	40.5%	42.5%	66.8%	-6.4%	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	15.98	-0.2%	0.8%	0.2%	0.7%	1.6%	6.4%	9.4%	2.9%	23.5%	10.8%	11.4%	33.5%	-0.4%	Jun '26
Moderate-60% Stock	69.72	-0.2%	1.7%	1.4%	2.7%	5.8%	15.6%	16.4%	8.6%	46.6%	39.6%	36.4%	73.1%	-0.2%	Aug '26
Mod Agg-80% Stock	56.11	-0.2%	2.1%	1.8%	3.4%	7.8%	20.0%	19.6%	11.4%	59.0%	52.2%	48.0%	94.4%	-0.4%	Aug '26
Aggressive-90% Stock	34.80	-0.4%	2.1%	1.5%	3.9%	10.4%	24.7%	20.9%	15.0%	64.8%	56.5%	51.2%	101.9%	-0.5%	Aug '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	64275.26	0.2%	2.3%	1.5%	-19.7%	-8.9%	-45.3%	-6.3%	-26.5%	120.3%	50.1%	38.4%	235.5%	-48.5%	Oct '25
Ethereum	1898.56	-0.03%	2.1%	7.4%	-17.1%	-8.0%	-51.5%	-11.0%	-36.0%	3.9%	-34.3%	-49.5%	46.6%	-60.7%	Aug '25
BNB	593.30	0.4%	1.2%	2.9%	-6.9%	-9.8%	-24.7%	23.1%	-31.3%	145.4%	73.4%	15.8%	119.0%	-54.7%	Oct '25
Solana	72.64	0.4%	-0.2%	-9.9%	-17.8%	-16.9%	-58.6%	-34.2%	-41.6%	214.9%	84.2%	-57.3%	133.1%	-72.3%	Jan '25
Bitcoin ETF	36.49	-0.7%	2.4%	0.9%	-19.6%	-8.0%	-45.4%	-6.4%	-26.5%	-	-	-	-	-48.8%	Oct '25
Grayscale Bitcoin (hi fee)	49.88	-0.6%	2.4%	0.8%	-19.9%	-8.7%	-46.0%	-7.6%	-27.0%	188.2%	53.3%	61.1%	392.6%	-49.3%	Oct '25
Bloomberg Commodities	23.73	0.8%	-0.8%	3.5%	-4.4%	12.6%	33.9%	14.9%	21.5%	39.8%	61.5%	54.3%	33.8%	-8.4%	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	5.21	0.8%	-1.2%	3.4%	4.9%	7.4%	8.2%	1.1%	7.7%	22.4%	169.5%	158.6%	34.2%	-1.2%	Jul '26
10yr Treasury rate	4.67	1.1%	-1.6%	3.1%	6.3%	11.0%	10.0%	-9.0%	12.2%	14.5%	262.0%	186.9%	19.7%	-6.4%	Oct '23
5yr Treasury rate	4.39	1.5%	-1.6%	3.1%	8.5%	16.9%	15.8%	-15.0%	17.9%	5.7%	473.7%	221.5%	6.7%	-11.5%	Oct '23
13-week T-bill	3.73	0.2%	1.4%	0.2%	3.7%	4.0%	-9.8%	-15.7%	5.2%	-29.0%	8579.1%	6941.5%	5.6%	-30.2%	Oct '23
Crude Oil	78.07	0%	-7.8%	10.8%	-17.7%	22.8%	22.2%	-19.9%	36.0%	-4.7%	14.3%	2.6%	-10.5%	-30.9%	Apr '26
Gold	4317.90	0.2%	6.6%	4.2%	-8.1%	-12.8%	27.0%	64.5%	-0.2%	123.3%	145.3%	140.0%	158.5%	-18.8%	Jan '26
USD/EUR	0.87	0.02%	0.0%	-1.0%	1.8%	2.2%	1.3%	-11.4%	1.9%	-4.5%	-	-1.3%	-15.8%	-11.1%	Jan '25
USD/JPY	158.40	0.01%	0.6%	-2.4%	1.0%	1.0%	7.9%	-0.4%	1.3%	11.1%	-	37.6%	8.0%	-3.3%	Jul '26
S&P 500 Volatility Index	15.15	-4.2%	-5.3%	-6.1%	-11.3%	-25.6%	-8.6%	-13.8%	1.3%	-3.9%	-6.2%	-8.7%	-54.9%	-71.0%	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	50.52	-0.08%	0.1%	0.2%	0.7%	1.2%	3.9%	6.1%	1.7%	18.5%	19.1%	19.2%	24.5%	-0.1%	Aug '26
Interm Muni- JPMorgan	49.78	-0.12%	0.1%	-1.3%	-0.6%	-0.6%	4.2%	4.3%	0.4%	11.1%	4.3%	4.7%	16.2%	-1.6%	Jul '26
Interm Bond- Janus MSB	44.35	-0.3%	0.5%	-0.6%	-0.8%	-0.8%	3.8%	8.8%	0.0%	15.2%	2.8%	3.6%	20.4%	-2.1%	Feb '26
Interm Bond- Vanguard	75.54	-0.3%	0.0%	-0.7%	-0.9%	-1.3%	1.4%	8.5%	-0.9%	13.8%	-0.9%	1.2%	18.8%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.91	-0.11%	0.2%	0.4%	1.3%	2.5%	6.3%	8.2%	3.0%	29.4%	35.0%	32.1%	38.9%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.99	-0.1%	0.2%	-0.4%	0.6%	-0.2%	3.1%	8.2%	0.9%	18.6%	14.4%	14.8%	28.9%	-0.9%	Feb '26
Long Bond- Vanguard	72.24	-0.5%	0.3%	-2.2%	-2.4%	-3.1%	-0.1%	7.2%	-2.1%	12.1%	-15.1%	-13.5%	22.1%	-5.0%	Oct '25
Long CA Muni- PIMCO	9.32	0%	0.4%	-1.1%	-0.4%	-0.5%	4.3%	3.3%	0.3%	10.0%	0.4%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	56.66	-0.04%	0.2%	-1.4%	-0.5%	-1.0%	4.6%	3.4%	0.1%	9.3%	1.8%	2.0%	13.9%	-1.8%	Feb '26

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