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S&P 500

Return

80.9%

[

20.7%

annualized]

Dec 30 2022 - Feb 25 2026

-0.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.2%

[

13.5%

annualized]

Dec 30 2022 - Feb 25 2026

-1.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

51.4%

[

14.1%

annualized]

Dec 30 2022 - Feb 25 2026

-1.9%

Below
Peak
Jan '26

Performance Range:

As of Feb 25 03:30 PM EDT, next update at 03:40 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	6946.01	0.8%	0.9%	0.4%	2.7%	7.9%	16.6%	16.4%	1.5%	75.0%	81.4%	44.8%	94.2%	-0.5%	Jan '26
DJIA (Large Value)	49469.86	0.6%	-0.4%	0.8%	5.0%	9.2%	13.4%	13.0%	2.9%	50.7%	57.5%	35.2%	69.4%	-1.4%	Feb '26
Russell 2000 (Small Cap)	2667.38	0.6%	0.3%	-0.1%	8.2%	14.0%	22.9%	11.3%	7.5%	41.1%	21.2%	17.4%	58.0%	-1.9%	Jan '26
NASDAQ Comp (Tech/Growth)	23152.36	1.3%	1.8%	-1.5%	0.6%	7.9%	21.7%	20.4%	-0.4%	103.2%	76.5%	46.2%	122.3%	-3.4%	Oct '25
Aggregate Bond	101.04	-0.04%	0.2%	1.3%	1.2%	3.8%	6.4%	7.2%	1.5%	16.0%	2.6%	2.0%	19.1%	-0.1%	Feb '26
Corp Bond	111.58	-0.09%	0.0%	1.0%	1.1%	3.8%	6.8%	7.9%	1.6%	20.2%	2.9%	0.4%	27.3%	-0.1%	Feb '26
High Yield Bond	80.89	0.09%	0.0%	0.2%	1.5%	3.2%	7.2%	8.6%	0.8%	30.2%	22.1%	17.4%	37.4%	-0.1%	Feb '26
Preferred	31.64	-0.2%	-0.4%	-0.3%	4.2%	3.1%	5.8%	4.9%	2.8%	17.7%	14.2%	4.0%	27.7%	-0.6%	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	53.03	-0.6%	0.0%	6.1%	21.4%	16.8%	22.0%	9.9%	16.9%	38.5%	57.2%	28.6%	65.1%	-1.1%	Feb '26
Consumer Discretionary/Cyclical	116.84	0.09%	-0.2%	-5.1%	0.3%	0.8%	8.9%	7.4%	-2.2%	66.6%	51.6%	14.9%	72.9%	-6.2%	Jan '26
Financial Services	51.76	1.5%	-1.6%	-2.5%	-1.1%	-2.2%	3.0%	14.9%	-5.5%	52.3%	71.3%	40.2%	80.4%	-8.2%	Jan '26
Real Estate	94.68	-0.5%	0.3%	4.6%	5.4%	5.2%	5.7%	3.3%	7.0%	24.6%	27.8%	-3.8%	41.2%	-0.9%	Feb '26
Communication Services	116.31	0.13%	1.5%	-0.6%	2.1%	5.0%	15.8%	23.1%	-1.2%	125.6%	71.4%	55.0%	152.8%	-3.1%	Jan '26
Energy	54.73	-0.7%	-0.1%	11.3%	24.6%	26.0%	26.2%	7.9%	22.4%	43.0%	167.8%	120.5%	52.7%	-0.8%	Feb '26
Industrials	175.75	-0.7%	0.4%	7.0%	16.1%	16.8%	32.0%	19.3%	13.3%	83.4%	107.1%	78.4%	118.1%	-0.8%	Feb '26
Technology	143.05	1.9%	1.5%	-1.4%	2.2%	9.6%	26.0%	24.6%	-0.6%	114.8%	128.8%	68.2%	151.5%	-5.8%	Oct '25
Consumer Staples/Defensive	88.79	-1.1%	0.9%	7.1%	14.7%	11.2%	9.1%	1.5%	14.3%	32.4%	57.3%	28.0%	43.3%	-1.1%	Feb '26
Healthcare	157.95	0.05%	0.2%	0.3%	-0.1%	17.0%	7.9%	14.5%	2.0%	29.2%	50.6%	20.9%	36.7%	-1.1%	Jan '26
Utilities	47.32	0.3%	3.8%	11.2%	7.4%	12.8%	22.5%	16.0%	10.9%	55.8%	85.2%	50.8%	70.0%	New Peak	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	148.62	0.9%	1.4%	2.4%	7.4%	12.4%	24.6%	22.4%	5.0%	77.8%	73.9%	50.0%	103.8%	New Peak	Feb '26
MSCI Emerging Markets	63.35	1.2%	3.5%	7.2%	19.3%	27.6%	46.6%	34.0%	15.8%	78.2%	30.8%	42.0%	100.0%	New Peak	Feb '26
FTSE Europe	90.50	0.9%	1.1%	4.1%	13.9%	15.9%	32.0%	35.8%	8.2%	68.1%	72.0%	49.9%	119.6%	New Peak	Feb '26
MSCI Japan	92.46	1.3%	1.2%	9.3%	17.1%	21.4%	39.2%	25.9%	14.5%	81.7%	50.9%	52.6%	107.9%	-1.6%	Feb '26
MSCI India	52.76	0.2%	-1.1%	3.0%	-2.8%	-0.9%	7.1%	2.7%	-2.4%	36.6%	35.0%	14.3%	31.3%	-10.2%	Sep '24
MSCI China	60.65	0.4%	-0.5%	-3.3%	-1.3%	-0.2%	14.7%	31.0%	1.0%	37.5%	-22.9%	7.2%	64.0%	-8.3%	Oct '25
International Bond	49.06	-0.06%	0.3%	1.5%	1.2%	2.9%	4.0%	2.9%	1.8%	16.6%	3.6%	3.2%	19.5%	-0.1%	Feb '26
iShares Latin America	37.22	0.5%	2.9%	6.4%	25.7%	42.8%	67.6%	52.7%	22.2%	83.3%	97.3%	111.7%	89.9%	New Peak	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	637.22	0.8%	1.0%	0.5%	3.0%	8.5%	18.1%	17.8%	1.6%	82.3%	94.7%	53.7%	103.6%	-0.4%	Jan '26
US Large Growth	458.37	1.3%	1.4%	-2.1%	-2.6%	3.3%	16.0%	18.3%	-3.2%	104.1%	98.3%	52.8%	124.4%	-6.7%	Oct '25
US Large Value	224.84	0.2%	0.2%	2.9%	9.0%	13.2%	18.5%	15.7%	6.9%	54.5%	70.6%	44.5%	75.4%	-0.2%	Feb '26

US MidCap Blend	304.38	0.3%	0.2%	1.9%	6.1%	6.2%	14.7%	11.6%	4.9%	49.0%	51.4%	28.0%	70.7%	New Peak	Feb '26
US MidCap Growth	276.93	1.0%	0.5%	-1.9%	-0.6%	-3.0%	8.0%	10.7%	-0.8%	47.6%	32.8%	13.4%	67.4%	-7.0%	Oct '25
US MidCap Value	193.21	-0.13%	0.1%	4.6%	11.0%	13.2%	19.2%	12.1%	8.9%	47.4%	67.7%	40.7%	70.2%	-0.1%	Feb '26

US Small Blend	277.93	0.2%	0.0%	1.2%	9.2%	11.7%	18.3%	8.9%	7.7%	47.4%	41.6%	29.7%	68.4%	-0.4%	Feb '26
US Small Growth	339.37	0.6%	0.6%	-2.1%	5.5%	12.0%	22.7%	12.9%	5.1%	49.6%	13.7%	17.8%	67.2%	-4.1%	Jan '26
US Small Value	199.62	0.4%	-0.1%	2.0%	11.4%	17.2%	25.8%	12.4%	10.2%	42.8%	43.8%	28.6%	62.0%	-0.7%	Feb '26

Foreign Large Blend	105.69	1.0%	1.3%	5.7%	14.7%	17.0%	33.1%	31.6%	10.1%	68.7%	64.6%	51.0%	109.9%	New Peak	Feb '26
Foreign Growth	123.42	1.0%	1.0%	3.3%	11.8%	12.6%	21.7%	20.7%	8.3%	48.6%	33.6%	19.8%	81.5%	New Peak	Feb '26
Foreign Value	79.89	1.0%	1.6%	8.2%	17.6%	21.2%	44.5%	42.2%	11.9%	89.6%	98.3%	87.4%	140.4%	New Peak	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	22.90		-0.07%	-0.9%	-2.6%	-1.7%	-1.8%	1.2%	3.6%	-1.8%	21.9%	27.1%	23.1%	28.7%	-2.6%	Jan '26
Ultra Short- Janus AAA CLO	50.73		-0.03%	0.0%	0.2%	1.3%	2.5%	5.0%	5.2%	0.6%	21.6%	25.1%	24.1%	26.4%	-0.1%	Feb '26
Bank Loan- Invesco	20.40		0.1%	-1.3%	-2.3%	-1.3%	0.4%	3.9%	6.9%	-2.4%	23.4%	26.4%	23.9%	30.2%	-2.6%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	0.0%	0.1%	1.4%	3.5%	7.8%	8.9%	0.6%	36.6%	60.3%	48.0%	41.4%	-0.1%	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	55.06		0.7%	0.7%	1.1%	5.3%	9.3%	20.7%	17.7%	3.2%	87.2%	121.6%	92.4%	112.5%	-0.2%	Feb '26
Int’l Min Volatility- Franklin	41.44		0.4%	1.8%	9.6%	15.2%	22.5%	35.8%	27.1%	12.5%	84.8%	133.0%	100.7%	115.5%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.48	p	EOD	-1.4%	-1.2%	6.7%	7.1%	10.9%	3.0%	5.0%	71.9%	113.7%	96.0%	101.5%	-3.7%	Feb '26
Small Value- Avantis	114.00		0.10%	-1.0%	5.1%	14.2%	16.6%	24.4%	7.4%	11.8%	49.1%	81.4%	51.3%	73.6%	-1.3%	Feb '26
Mid Value- Pacer Cash Cows	64.06		-0.3%	-0.4%	3.2%	9.6%	12.7%	13.2%	9.0%	6.5%	42.8%	94.2%	47.1%	59.2%	-0.7%	Feb '26
Growth- S&P Momentum	120.51		1.5%	1.0%	2.2%	2.4%	4.1%	22.8%	26.6%	1.0%	128.3%	145.9%	96.2%	141.1%	-2.7%	Oct '25
Invesco S&P Quality	80.65		0.5%	0.9%	5.0%	9.3%	12.5%	16.4%	13.2%	7.5%	85.6%	101.8%	59.9%	110.7%	New Peak	Feb '26
Rotation Factor- BlackRock	61.90		1.1%	1.3%	1.8%	3.3%	9.3%	20.5%	20.0%	1.8%	106.3%	108.3%	72.1%	133.1%	-0.1%	Feb '26
US Min Volatility- Fidelity	67.95		0.12%	0.0%	0.7%	1.4%	6.3%	9.9%	11.8%	1.8%	54.4%	72.4%	38.5%	68.9%	-1.0%	Feb '26
Derivative Income- JPMorgan	59.48		0.05%	0.2%	2.5%	5.6%	8.4%	9.1%	8.1%	4.5%	40.2%	63.7%	35.4%	54.5%	New Peak	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	15.89	p	EOD	-0.6%	0.4%	1.7%	-0.6%	5.7%	6.5%	0.5%	24.3%	32.1%	30.1%	29.7%	-1.2%	Feb '26
Multistrategy- AQR	14.52	p	EOD	0.6%	2.7%	4.8%	9.2%	14.7%	16.4%	3.6%	42.8%	80.2%	70.2%	52.1%	New Peak	Feb '26
Long Short- AQR	20.96	p	EOD	0.1%	1.5%	3.9%	11.0%	24.7%	34.4%	-0.9%	102.0%	213.0%	155.7%	143.9%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.78	p	EOD	1.3%	1.3%	5.3%	8.3%	18.0%	18.3%	1.4%	64.4%	68.5%	71.4%	72.0%	-0.5%	Feb '26
Multi Strategy- Variant	26.45	p	EOD	0.2%	0.7%	1.2%	3.4%	6.6%	7.2%	0.5%	21.9%	47.7%	34.4%	26.0%	New Peak	Feb '26
Long Short- First Trust	71.55		0.4%	0.5%	0.2%	0.8%	6.4%	9.0%	9.1%	0.8%	51.2%	64.8%	44.7%	60.0%	-0.8%	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)	312.28	0.4%	3.0%	-4.8%	-3.4%	50.0%	78.7%	66.0%	-0.2%	253.0%	212.2%	117.0%	222.5%	-9.1%	Feb '26
Meta (Communications)	651.14	1.9%	1.2%	-1.2%	2.4%	-13.4%	-0.7%	13.1%	-1.4%	284.8%	157.4%	93.7%	414.3%	-17.5%	Aug '25
Amazon (Cyclical)	210.17	0.8%	2.6%	-12.1%	-8.5%	-7.8%	-1.2%	5.2%	-8.9%	124.8%	37.5%	23.3%	86.2%	-17.3%	Nov '25
Tesla (Cyclical)	415.60	1.5%	1.0%	-7.5%	-0.9%	19.9%	37.3%	11.4%	-7.6%	111.1%	82.8%	3.9%	91.3%	-15.2%	Dec '25
Procter & Gamble (Defensive)	163.40	-1.1%	4.2%	8.8%	10.8%	6.1%	-2.8%	-12.3%	14.8%	26.7%	46.5%	11.7%	43.7%	-6.0%	Dec '24
PepsiCo (Defensive)	168.58	-0.6%	2.5%	16.6%	16.5%	16.0%	12.1%	-1.8%	17.5%	5.8%	51.3%	10.5%	10.6%	-5.7%	May '23
Coca-Cola (Defensive)	80.21	-0.6%	0.9%	10.1%	11.2%	18.1%	15.5%	15.6%	14.7%	46.7%	85.8%	52.4%	60.3%	-0.6%	Feb '26
Exxon Mobil (Energy)	149.01	-0.2%	-1.1%	11.1%	31.0%	35.4%	40.5%	16.0%	24.6%	49.0%	223.6%	172.1%	70.3%	-3.6%	Feb '26
Chevron (Energy)	183.95	-0.7%	0.0%	11.4%	25.1%	18.7%	22.9%	10.1%	21.9%	28.6%	121.3%	83.0%	34.7%	-0.7%	Feb '26
JPMorgan Chase (Financial)	302.90	1.9%	-1.9%	1.7%	0.4%	3.7%	20.1%	37.3%	-5.6%	130.8%	127.5%	109.0%	216.2%	-9.5%	Jan '26
Visa (Financial)	313.31	2.0%	-2.2%	-3.7%	-6.2%	-9.8%	-10.3%	11.8%	-10.5%	46.0%	52.1%	46.1%	80.6%	-15.6%	Jun '25
Mastercard (Financial)	510.02	2.4%	-3.4%	-2.8%	-6.5%	-13.8%	-9.1%	9.0%	-10.5%	47.0%	48.0%	41.0%	83.4%	-14.6%	Aug '25
Bank of America (Financial)	51.58	2.3%	-3.3%	-0.3%	-1.2%	5.4%	20.1%	28.0%	-6.2%	63.1%	62.0%	23.7%	88.0%	-9.9%	Jan '26
UnitedHealth (Health)	283.83	3.6%	-1.5%	-20.3%	-12.4%	-5.7%	-38.2%	-33.1%	-14.0%	-38.1%	-6.4%	-39.5%	-39.8%	-53.3%	Nov '24
Johnson & Johnson (Health)	245.12	-0.5%	0.1%	11.3%	18.6%	39.3%	50.9%	47.5%	18.4%	70.9%	72.5%	60.7%	66.1%	-0.7%	Feb '26
Eli Lilly (Health)	1032.79	-0.9%	1.2%	-2.8%	-6.8%	49.0%	15.4%	40.2%	-3.7%	228.3%	432.6%	295.2%	227.3%	-6.8%	Nov '25
Union Pacific (Industrials)	263.22	-1.3%	-0.7%	14.6%	15.6%	19.3%	9.6%	3.9%	13.8%	45.6%	40.4%	16.6%	47.9%	-1.3%	Feb '26
Honeywell (Industrials)	243.05	-0.2%	0.8%	9.7%	27.2%	17.6%	24.3%	-6.4%	24.6%	42.5%	38.8%	35.8%	60.0%	-0.4%	Feb '26
Nvidia (IT)	196.74	2.0%	4.7%	4.8%	10.6%	9.4%	55.4%	38.9%	5.5%	745.7%	1382.5%	554.4%	1612.9%	-5.0%	Oct '25
Broadcom (IT)	332.92	2.3%	-0.2%	4.0%	-13.4%	13.6%	65.9%	50.6%	-3.8%	502.7%	709.5%	441.8%	715.5%	-19.2%	Dec '25
Adobe (IT)	255.98	0.3%	-2.7%	-15.0%	-19.9%	-29.5%	-42.3%	-21.3%	-26.9%	-20.1%	-44.3%	-54.6%	-10.5%	-59.7%	Feb '24
Oracle (IT)	148.55	1.6%	-4.9%	-16.1%	-24.4%	-36.6%	-11.0%	18.1%	-23.6%	73.7%	143.6%	78.9%	142.4%	-54.6%	Sep '25
salesforce.com (IT)	191.46	3.3%	2.0%	-16.0%	-18.1%	-22.5%	-37.0%	-20.2%	-27.7%	19.5%	-16.1%	-24.1%	36.2%	-47.6%	Dec '24
Linde PLC (Materials)	507.48	0.7%	4.6%	12.4%	24.9%	6.9%	10.0%	3.2%	19.0%	51.8%	120.1%	58.3%	95.0%	New Peak	Feb '26
Sherwin-Williams (Materials)	356.90	-2.1%	-2.4%	2.4%	4.2%	-2.5%	2.0%	-3.8%	10.1%	65.4%	66.3%	9.2%	82.4%	-9.9%	Nov '24
American Tower (Real Estate)	182.49	-4.0%	-2.2%	2.1%	2.5%	-12.0%	-7.3%	-0.9%	3.9%	3.2%	-6.0%	-27.6%	10.7%	-20.9%	Sep '24
Prologis Inc. (Real Estate)	139.82	-0.3%	0.1%	10.0%	10.6%	27.4%	18.1%	25.1%	9.5%	26.7%	58.6%	-4.4%	54.1%	-1.4%	Feb '26
NextEra Energy (Utilities)	94.99	-0.7%	4.1%	12.0%	12.0%	28.0%	37.4%	15.5%	18.3%	42.1%	45.0%	15.5%	43.2%	-0.7%	Feb '26
Duke Energy (Utilities)	128.65	0.1%	2.7%	10.5%	6.4%	6.3%	13.6%	12.7%	10.7%	49.2%	79.3%	46.7%	71.7%	New Peak	Feb '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	16.12	p	EOD	0.3%	1.4%	2.5%	5.4%	9.6%	9.4%	2.2%	26.6%	14.3%	10.7%	32.6%	New Peak	Feb '26
Moderate-60% Stock	67.61		0.5%	0.9%	2.2%	5.3%	9.4%	18.0%	16.4%	4.0%	50.7%	43.9%	30.6%	65.8%	New Peak	Feb '26
Mod Agg-80% Stock	52.92	p	EOD	0.4%	1.7%	6.3%	10.6%	21.3%	19.6%	4.3%	62.1%	55.3%	38.5%	82.0%	-0.1%	Feb '26
Aggressive-90% Stock	31.91	p	EOD	0.7%	2.1%	7.9%	12.7%	24.1%	20.9%	5.4%	64.7%	58.8%	38.6%	85.1%	New Peak	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	68840.33	7.4%	3.6%	-23.1%	-21.2%	-37.5%	-22.4%	-6.3%	-21.3%	196.7%	46.2%	48.2%	259.3%	-44.8%	Oct '25
Ethereum	2064.48	11.4%	5.7%	-30.1%	-30.2%	-52.8%	-17.2%	-11.0%	-30.4%	28.4%	39.9%	-45.1%	59.4%	-57.3%	Aug '25
BNB	630.82	8.0%	4.3%	-29.2%	-26.8%	-24.9%	1.3%	23.1%	-26.9%	108.8%	169.7%	23.2%	132.8%	-51.9%	Oct '25
Solana	89.12	12.8%	9.3%	-30.0%	-35.8%	-52.4%	-38.2%	-34.2%	-28.4%	286.6%	545.1%	-47.7%	186.0%	-66.0%	Jan '25
Bitcoin ETF	39.04	6.9%	4.0%	-23.0%	-21.2%	-37.9%	-22.0%	-6.4%	-21.4%	-	-	-	-	-45.2%	Oct '25
Grayscale Bitcoin (hi fee)	53.67	6.8%	3.9%	-23.1%	-21.5%	-38.3%	-22.9%	-7.6%	-21.5%	418.4%	30.2%	73.4%	430.0%	-45.5%	Oct '25
Bloomberg Commodities	21.62	0.5%	2.5%	1.2%	13.5%	20.9%	19.1%	14.9%	10.7%	30.5%	60.7%	40.6%	21.9%	-3.2%	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	4.69	0.11%	-0.3%	-2.9%	0.8%	-4.0%	3.0%	1.1%	-3.0%	19.2%	103.4%	132.8%	20.9%	-8.0%	Oct '23
10yr Treasury rate	4.05	0.4%	-0.8%	-4.5%	1.1%	-5.3%	-5.8%	-9.0%	-2.8%	2.5%	166.7%	148.6%	3.7%	-18.8%	Oct '23
5yr Treasury rate	3.62	0.6%	-0.7%	-5.7%	1.5%	-4.4%	-12.4%	-15.0%	-2.8%	-14.0%	351.2%	165.1%	-12.0%	-27.1%	Oct '23
13-week T-bill	3.59	0%	-0.4%	0.2%	-3.9%	-12.3%	-14.2%	-15.7%	1.2%	-23.7%	10772.7%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	65.63	0%	0.7%	7.5%	13.3%	1.3%	-4.8%	-19.9%	14.3%	-14.0%	3.3%	-13.7%	-24.8%	-29.9%	Sep '23
Gold	5204.40	0.9%	4.4%	4.6%	25.7%	54.3%	79.2%	64.5%	20.3%	187.7%	193.3%	189.2%	211.6%	-2.1%	Jan '26
EUR/USD	1.18	0.13%	-0.4%	0.5%	2.5%	1.6%	12.9%	12.9%	0.5%	11.4%	-3.0%	3.8%	21.6%	-1.7%	Jan '26
USD/JPY	156.43	1.2%	2.1%	-1.3%	-0.3%	5.8%	4.4%	-0.4%	0.0%	16.2%	47.7%	35.9%	6.6%	-3.2%	Jul '24
S&P 500 Volatility Index	18.10	-7.4%	-7.7%	12.5%	-2.5%	22.4%	-6.8%	-13.8%	21.1%	-16.5%	-37.3%	9.0%	-46.1%	-65.4%	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	51.01		-0.02%	0.1%	0.6%	1.2%	2.6%	5.6%	6.1%	0.8%	20.5%	19.0%	18.1%	23.4%	-0.1%	Feb '26
Interm Muni- JPMorgan	51.22		0.11%	0.3%	1.3%	1.9%	5.4%	4.7%	4.3%	1.7%	14.3%	8.9%	6.1%	17.8%	New Peak	Feb '26
Interm Bond- Janus MSB	46.31		0.01%	0.3%	1.5%	2.0%	5.3%	8.0%	8.8%	1.8%	18.2%	5.5%	5.4%	22.6%	-0.1%	Feb '26
Interm Bond- Vanguard	78.68		-0.08%	0.2%	1.5%	1.0%	3.7%	7.5%	8.5%	1.4%	18.4%	3.8%	3.5%	21.6%	-0.1%	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	-0.2%	-0.5%	1.2%	2.7%	6.5%	8.2%	0.3%	30.4%	36.5%	28.6%	35.2%	-0.6%	Jan '26
Int’l Bond- JPMorgan	49.40		0.05%	0.1%	1.1%	2.2%	3.8%	7.8%	8.2%	1.8%	21.3%	17.4%	15.8%	30.1%	New Peak	Feb '26
Long Bond- Vanguard	77.22		-0.10%	-0.1%	1.1%	1.0%	4.5%	5.7%	7.2%	2.3%	17.8%	-4.5%	-9.6%	27.7%	-0.8%	Oct '25
Long CA Muni- PIMCO	9.55	p	EOD	0.2%	1.2%	1.5%	5.6%	3.5%	3.3%	1.4%	13.6%	4.8%	1.6%	16.8%	New Peak	Feb '26
Long Muni- iShares	58.32		0.06%	0.3%	1.2%	2.0%	6.0%	4.8%	3.4%	1.7%	13.3%	6.0%	3.7%	15.8%	New Peak	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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