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S&P 500

Return

80.2%

[

21.0%

annualized]

Dec 30 2022 - Feb 03 2026

-0.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.6%

[

13.6%

annualized]

Dec 30 2022 - Feb 03 2026

-0.7%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

50.4%

[

14.1%

annualized]

Dec 30 2022 - Feb 03 2026

-2.6%

Below
Peak
Jan '26

Performance Range:

As of Feb 03 06:00 PM EDT, next update at 06:10 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	6917.81	-0.8%	-0.9%	0.9%	1.0%	10.9%	15.4%	16.4%	1.1%	67.2%	80.6%	44.2%	93.4%	-0.9%	Jan '26
DJIA (Large Value)	49240.99	-0.3%	0.5%	1.8%	4.0%	13.0%	10.8%	13.0%	2.5%	45.1%	60.3%	34.6%	68.6%	-0.7%	Jan '26
Russell 2000 (Small Cap)	2648.50	0.3%	-0.7%	5.6%	7.2%	22.2%	17.3%	11.3%	6.7%	33.4%	22.6%	16.5%	56.9%	-2.6%	Jan '26
NASDAQ Comp (Tech/Growth)	23255.19	-1.4%	-2.4%	0.1%	-2.4%	12.6%	19.9%	20.4%	0.1%	93.7%	70.9%	46.9%	123.2%	-2.9%	Oct '25
Aggregate Bond	99.70	0.01%	-0.5%	-0.2%	0.3%	2.2%	6.4%	7.2%	-0.2%	11.0%	-1.2%	0.3%	17.1%	-0.6%	Jan '26
Corp Bond	110.11	0.05%	-0.6%	0.0%	0.4%	2.3%	7.0%	7.9%	-0.1%	13.1%	-2.1%	-1.3%	25.1%	-1.4%	Oct '25
High Yield Bond	80.72	-0.06%	-0.6%	0.1%	1.7%	3.4%	7.4%	8.6%	0.1%	25.6%	20.6%	16.6%	36.5%	-0.6%	Jan '26
Preferred	31.34	-0.4%	-1.6%	0.2%	1.8%	3.4%	5.5%	4.9%	1.2%	12.8%	10.3%	2.5%	25.8%	-1.9%	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	50.70	2.1%	1.4%	9.9%	19.7%	18.1%	16.3%	9.9%	11.8%	28.9%	54.3%	23.0%	57.9%	New Peak	Feb '26
Consumer Discretionary/Cyclical	120.99	-0.8%	-1.4%	2.2%	0.1%	12.4%	6.5%	7.4%	1.3%	64.0%	49.2%	19.0%	79.0%	-2.8%	Jan '26
Financial Services	53.53	-0.9%	1.0%	-2.5%	3.0%	4.8%	5.9%	14.9%	-2.3%	53.5%	93.1%	45.0%	86.6%	-5.1%	Jan '26
Real Estate	89.66	-0.2%	-0.8%	1.3%	1.6%	2.7%	3.1%	3.3%	1.3%	10.0%	23.7%	-8.9%	33.7%	-4.6%	Nov '24
Communication Services	117.74	-1.6%	0.7%	0.7%	4.0%	11.7%	16.1%	23.1%	0.0%	108.9%	76.4%	56.9%	155.9%	-1.9%	Jan '26
Energy	51.67	3.2%	4.0%	13.2%	18.2%	22.8%	21.1%	7.9%	15.6%	33.0%	198.7%	108.1%	44.2%	New Peak	Feb '26
Industrials	168.94	0.8%	2.4%	6.9%	9.8%	13.7%	25.0%	19.3%	8.9%	72.0%	108.3%	71.4%	109.6%	New Peak	Feb '26
Technology	142.08	-2.2%	-4.0%	-1.5%	-5.7%	10.8%	25.6%	24.6%	-1.3%	104.8%	121.3%	67.0%	149.8%	-6.4%	Oct '25
Consumer Staples/Defensive	85.87	1.6%	3.3%	10.5%	14.4%	8.7%	11.3%	1.5%	10.5%	26.8%	51.3%	23.8%	38.6%	New Peak	Feb '26
Healthcare	154.10	-1.0%	-0.9%	-0.9%	7.1%	18.6%	6.3%	14.5%	-0.5%	22.0%	45.1%	17.9%	33.4%	-3.5%	Jan '26
Utilities	43.24	1.5%	-0.4%	0.1%	-2.3%	2.2%	13.6%	16.0%	1.3%	39.6%	60.4%	37.7%	55.4%	-6.2%	Oct '25

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	145.54	-0.5%	-1.0%	2.1%	3.6%	14.4%	23.1%	22.4%	2.9%	67.1%	70.3%	46.9%	99.6%	-1.0%	Jan '26
MSCI Emerging Markets	59.60	0.5%	-1.2%	6.0%	8.6%	25.4%	43.9%	34.0%	8.9%	57.1%	20.2%	33.6%	88.2%	-1.9%	Jan '26
FTSE Europe	87.87	-0.4%	-1.2%	3.9%	10.6%	18.2%	36.2%	35.8%	5.1%	59.1%	69.0%	45.5%	113.2%	-1.2%	Jan '26
MSCI Japan	86.68	0.9%	1.0%	6.6%	7.6%	21.5%	34.0%	25.9%	7.4%	63.2%	42.6%	43.1%	94.9%	New Peak	Feb '26
MSCI India	53.15	-0.2%	2.8%	-2.6%	-2.0%	0.8%	4.4%	2.7%	-1.7%	33.9%	36.1%	15.2%	32.3%	-9.6%	Sep '24
MSCI China	61.07	-0.9%	-3.5%	-1.9%	-2.7%	9.4%	29.8%	31.0%	1.7%	25.9%	-25.5%	7.9%	65.2%	-7.7%	Oct '25
International Bond	48.41	-0.04%	-0.2%	0.2%	-0.4%	0.8%	2.5%	2.9%	0.2%	12.7%	-0.3%	1.6%	17.6%	-0.6%	Oct '25
iShares Latin America	36.69	3.0%	1.5%	19.0%	27.2%	51.8%	66.6%	52.7%	20.5%	76.9%	85.1%	108.7%	87.2%	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	634.15	-0.9%	-0.9%	0.9%	1.2%	11.6%	16.8%	17.8%	1.1%	74.4%	94.0%	52.9%	102.7%	-0.9%	Jan '26
US Large Growth	459.18	-1.8%	-3.2%	-2.7%	-5.8%	6.5%	13.8%	18.3%	-3.0%	95.8%	91.1%	53.0%	124.8%	-6.5%	Oct '25
US Large Value	221.91	0.11%	1.3%	4.6%	9.3%	16.2%	17.2%	15.7%	5.5%	46.9%	75.5%	42.7%	73.1%	New Peak	Feb '26

US MidCap Blend	296.70	-0.2%	-1.2%	1.4%	2.7%	6.0%	9.7%	11.6%	2.2%	39.8%	50.3%	24.8%	66.4%	-1.5%	Jan '26
US MidCap Growth	272.80	-1.7%	-3.8%	-3.0%	-6.2%	-4.2%	1.6%	10.7%	-2.3%	39.4%	29.4%	11.7%	64.9%	-8.3%	Oct '25
US MidCap Value	187.03	0.7%	0.6%	4.5%	9.4%	14.0%	15.8%	12.1%	5.4%	37.4%	70.4%	36.2%	64.7%	New Peak	Feb '26

US Small Blend	272.22	0.2%	-0.7%	4.1%	7.4%	15.3%	11.9%	8.9%	5.5%	37.6%	41.9%	27.1%	64.9%	-2.0%	Jan '26
US Small Growth	338.53	-0.3%	-2.2%	3.5%	3.3%	19.4%	15.8%	12.9%	4.8%	42.6%	11.1%	17.5%	66.8%	-4.3%	Jan '26
US Small Value	197.55	0.8%	1.0%	8.0%	12.1%	27.1%	21.8%	12.4%	9.0%	34.0%	51.7%	27.3%	60.3%	-0.7%	Jan '26

Foreign Large Blend	101.45	0.05%	-0.6%	4.5%	9.3%	18.3%	34.2%	31.6%	5.6%	56.5%	59.9%	44.9%	101.5%	-0.6%	Jan '26
Foreign Growth	118.54	-1.0%	-2.6%	2.9%	4.0%	12.6%	20.9%	20.7%	4.1%	36.0%	26.5%	15.0%	74.3%	-2.6%	Jan '26
Foreign Value	76.60	0.9%	1.2%	6.2%	14.5%	23.9%	47.5%	42.2%	7.3%	78.2%	97.4%	79.7%	130.5%	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	23.21		-0.5%	-1.2%	-0.9%	-0.8%	-0.6%	2.0%	3.6%	-0.9%	22.1%	28.6%	24.2%	29.9%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.68		-0.02%	-0.2%	0.1%	1.1%	2.4%	4.7%	5.2%	0.2%	21.3%	24.9%	23.6%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.71		-0.3%	-0.5%	-0.9%	0.7%	2.5%	5.6%	6.9%	-0.9%	24.4%	28.2%	25.8%	32.1%	-1.2%	Jan '26
Interval CEF- Cliffwater	10.48	p	EOD	-0.1%	0.4%	1.8%	3.8%	8.2%	8.9%	0.4%	36.9%	60.9%	47.8%	41.1%	-0.1%	Jan '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	54.66		-0.4%	-0.5%	1.7%	3.2%	11.5%	18.1%	17.7%	2.4%	79.3%	132.3%	91.0%	111.0%	-0.8%	Jan '26
Int’l Min Volatility- Franklin	39.07		0.9%	2.6%	4.8%	12.7%	22.2%	32.6%	27.1%	6.1%	74.9%	122.5%	89.2%	103.2%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.65	p	EOD	0.2%	3.0%	6.8%	17.9%	6.0%	3.0%	5.7%	75.9%	127.2%	97.3%	102.8%	-2.3%	Jan '26
Small Value- Avantis	111.82		1.0%	2.8%	8.4%	14.7%	24.8%	17.8%	7.4%	9.6%	40.4%	93.7%	48.4%	70.3%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	62.27		-0.4%	-0.3%	3.0%	8.6%	14.7%	10.6%	9.0%	3.5%	32.7%	93.1%	43.0%	54.7%	-0.4%	Feb '26
Growth- S&P Momentum	119.52		-0.6%	-0.1%	-0.1%	-1.5%	6.0%	20.5%	26.6%	0.2%	124.7%	133.2%	94.6%	139.1%	-3.5%	Oct '25
Invesco S&P Quality	78.42		-0.3%	0.8%	4.0%	6.6%	11.4%	13.8%	13.2%	4.5%	74.3%	97.3%	55.5%	104.9%	-0.3%	Feb '26
Rotation Factor- BlackRock	61.64		-0.5%	-0.3%	1.2%	1.2%	12.5%	19.4%	20.0%	1.4%	96.4%	109.0%	71.3%	132.1%	-0.5%	Feb '26
US Min Volatility- Fidelity	68.27		-0.6%	0.1%	2.3%	4.5%	10.1%	11.2%	11.8%	2.3%	50.3%	71.5%	39.1%	69.7%	-0.6%	Feb '26
Derivative Income- JPMorgan	58.26		-0.3%	-0.6%	1.6%	4.8%	8.3%	7.5%	8.1%	1.8%	34.4%	59.5%	31.8%	50.5%	-0.6%	Jan '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	15.81	p	EOD	-0.6%	-0.8%	0.6%	1.0%	5.0%	6.5%	0.0%	26.6%	31.3%	29.5%	29.0%	-1.7%	Aug '25
Multistrategy- AQR	14.31	p	EOD	0.3%	2.1%	2.9%	10.3%	15.7%	16.4%	2.1%	46.2%	80.3%	67.8%	49.9%	-0.5%	Jan '26
Long Short- AQR	21.17	p	EOD	1.6%	0.1%	5.9%	15.8%	29.2%	34.4%	0.0%	112.1%	226.2%	158.3%	146.3%	-0.6%	Dec '25
Mkt Neutral- BlackRock	14.86	p	EOD	1.1%	1.9%	6.6%	12.4%	17.9%	18.3%	1.9%	63.1%	73.3%	72.3%	72.9%	New Peak	Feb '26
Multi Strategy- Variant	26.32	p	EOD	0.2%	-0.1%	1.1%	3.2%	6.4%	7.2%	0.0%	21.9%	48.1%	33.8%	25.4%	-0.1%	Jan '26
Long Short- First Trust	71.65		-0.6%	-0.5%	0.9%	0.9%	8.9%	7.5%	9.1%	0.9%	49.3%	66.1%	44.9%	60.3%	-0.6%	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)	339.71	-1.2%	1.5%	7.8%	19.8%	79.9%	69.5%	66.0%	8.5%	226.7%	232.5%	136.1%	250.8%	-1.2%	Feb '26
Meta (Communications)	691.70	-2.1%	2.8%	6.3%	8.6%	-7.6%	-0.5%	13.1%	4.8%	273.4%	161.2%	105.7%	446.3%	-12.3%	Aug '25
Amazon (Cyclical)	238.62	-1.8%	-2.5%	5.4%	-6.1%	11.1%	0.5%	5.2%	3.4%	130.8%	44.1%	40.0%	111.4%	-6.1%	Nov '25
Tesla (Cyclical)	421.96	0.04%	-2.1%	-3.7%	-9.9%	39.4%	10.0%	11.4%	-6.2%	122.1%	48.1%	5.5%	94.2%	-13.9%	Dec '25
Procter & Gamble (Defensive)	155.32	1.4%	4.7%	9.5%	4.9%	3.8%	-6.1%	-12.3%	8.4%	16.7%	35.7%	5.4%	35.6%	-11.3%	Dec '24
PepsiCo (Defensive)	162.85	4.9%	9.5%	14.5%	14.5%	19.2%	12.7%	-1.8%	13.5%	6.3%	37.7%	6.7%	6.8%	-8.9%	May '23
Coca-Cola (Defensive)	76.89	2.1%	4.5%	11.2%	13.9%	13.3%	25.0%	15.6%	10.0%	40.6%	83.2%	46.1%	53.7%	New Peak	Feb '26
Exxon Mobil (Energy)	143.73	3.9%	5.0%	17.2%	27.5%	33.5%	39.1%	16.0%	19.4%	42.4%	270.9%	160.7%	63.2%	New Peak	Feb '26
Chevron (Energy)	178.04	2.3%	5.3%	14.2%	16.9%	20.2%	24.7%	10.1%	16.8%	19.2%	147.5%	75.4%	29.1%	New Peak	Feb '26
JPMorgan Chase (Financial)	314.85	2.2%	4.8%	-2.8%	2.2%	9.8%	20.4%	37.3%	-1.8%	139.6%	164.6%	117.2%	228.7%	-5.9%	Jan '26
Visa (Financial)	328.93	-1.5%	1.1%	-5.1%	-2.2%	-2.7%	-4.2%	11.8%	-6.2%	46.2%	69.4%	53.1%	89.2%	-11.6%	Jun '25
Mastercard (Financial)	550.72	-0.8%	5.8%	-2.1%	1.4%	-1.4%	-1.8%	9.0%	-3.4%	49.9%	70.3%	52.2%	98.1%	-7.8%	Aug '25
Bank of America (Financial)	54.45	0.8%	4.4%	-2.7%	2.2%	20.5%	20.6%	28.0%	-1.0%	61.7%	94.6%	30.5%	98.4%	-4.9%	Jan '26
UnitedHealth (Health)	284.18	-0.5%	0.5%	-15.5%	-14.3%	21.1%	-46.9%	-33.1%	-13.9%	-36.4%	-8.8%	-39.5%	-39.8%	-53.3%	Nov '24
Johnson & Johnson (Health)	233.10	1.0%	3.9%	12.4%	25.9%	41.2%	58.2%	47.5%	12.6%	55.1%	67.4%	52.8%	58.0%	New Peak	Feb '26
Eli Lilly (Health)	1003.46	-3.9%	-3.5%	-7.1%	12.1%	32.1%	24.7%	40.2%	-6.6%	203.0%	436.9%	283.3%	217.5%	-9.6%	Nov '25
Union Pacific (Industrials)	241.49	2.7%	3.8%	4.1%	11.0%	11.4%	1.7%	3.9%	4.4%	23.2%	32.2%	7.0%	35.7%	-2.9%	Aug '24
Honeywell (Industrials)	230.91	1.5%	4.5%	17.9%	17.5%	13.8%	12.6%	-6.4%	18.4%	28.9%	36.2%	29.0%	52.0%	New Peak	Feb '26
Nvidia (IT)	180.34	-2.8%	-4.3%	-4.5%	-12.8%	3.8%	54.6%	38.9%	-3.3%	755.5%	1236.6%	499.9%	1470.1%	-12.9%	Oct '25
Broadcom (IT)	320.33	-3.3%	-3.7%	-7.9%	-11.5%	11.4%	48.5%	50.6%	-7.4%	460.6%	665.4%	421.3%	684.6%	-22.3%	Dec '25
Adobe (IT)	271.93	-7.3%	-8.6%	-18.4%	-19.4%	-21.8%	-38.0%	-21.3%	-22.3%	-28.3%	-43.6%	-51.8%	-5.0%	-57.2%	Feb '24
Oracle (IT)	154.67	-3.4%	-11.6%	-20.8%	-39.9%	-36.4%	-7.3%	18.1%	-20.4%	78.9%	166.4%	86.3%	152.3%	-52.7%	Sep '25
salesforce.com (IT)	196.38	-6.8%	-14.1%	-22.6%	-24.7%	-21.4%	-41.7%	-20.2%	-25.9%	16.2%	-15.4%	-22.2%	39.7%	-46.2%	Dec '24
Linde PLC (Materials)	463.57	0.7%	2.3%	8.0%	12.9%	1.6%	3.4%	3.2%	8.7%	49.0%	98.6%	44.6%	78.1%	-3.8%	Sep '25
Sherwin-Williams (Materials)	359.64	0.9%	3.9%	9.7%	4.3%	5.2%	1.5%	-3.8%	11.0%	52.9%	60.8%	10.0%	83.8%	-9.2%	Nov '24
American Tower (Real Estate)	173.13	-0.3%	-3.9%	-1.0%	-1.0%	-16.9%	-3.3%	-0.9%	-1.4%	-13.7%	-13.7%	-31.3%	5.0%	-25.0%	Sep '24
Prologis Inc. (Real Estate)	131.88	1.7%	2.5%	2.2%	7.0%	27.8%	15.9%	25.1%	3.3%	10.2%	43.1%	-9.8%	45.3%	-1.0%	Jan '26
NextEra Energy (Utilities)	88.82	2.9%	1.9%	9.7%	9.3%	28.0%	28.9%	15.5%	10.6%	29.8%	21.5%	8.0%	33.9%	New Peak	Feb '26
Duke Energy (Utilities)	121.67	1.8%	1.1%	3.6%	-0.8%	0.7%	11.4%	12.7%	3.8%	36.2%	58.5%	37.6%	61.0%	-4.9%	Oct '25

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	15.91	p	EOD	-0.2%	0.9%	1.3%	4.9%	9.4%	9.4%	0.9%	21.5%	11.1%	9.3%	30.9%	-0.3%	Jan '26
Moderate-60% Stock	66.40		-0.2%	-0.5%	1.7%	3.0%	10.1%	17.1%	16.4%	2.1%	43.1%	40.7%	28.3%	62.9%	-0.5%	Jan '26
Mod Agg-80% Stock	52.28	p	EOD	-0.6%	2.5%	4.0%	12.9%	21.0%	19.6%	3.1%	54.1%	53.3%	36.9%	79.8%	-0.6%	Jan '26
Aggressive-90% Stock	31.49	p	EOD	-0.5%	3.2%	5.0%	15.3%	23.0%	20.9%	4.0%	55.9%	56.3%	36.8%	82.7%	-0.5%	Jan '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	75513.82	-4.0%	-15.3%	-16.0%	-29.1%	-33.4%	-25.5%	-6.3%	-13.7%	222.0%	101.5%	62.5%	294.2%	-39.5%	Oct '25
Ethereum	2228.76	-4.9%	-26.3%	-28.7%	-38.1%	-36.1%	-22.7%	-11.0%	-24.9%	33.9%	34.2%	-40.7%	72.1%	-53.9%	Aug '25
BNB	755.67	-2.4%	-15.8%	-14.2%	-23.9%	-0.2%	22.5%	23.1%	-12.5%	127.4%	1346.5%	47.6%	178.9%	-42.3%	Oct '25
Solana	98.39	-5.8%	-22.6%	-25.5%	-40.8%	-39.6%	-54.5%	-34.2%	-21.0%	298.6%	1621.3%	-42.2%	215.7%	-62.4%	Jan '25
Bitcoin ETF	43.30	-2.1%	-14.5%	-15.0%	-28.5%	-32.6%	-24.8%	-6.4%	-12.8%	-	-	-	-	-39.3%	Oct '25
Grayscale Bitcoin (hi fee)	59.61	-2.0%	-14.5%	-15.0%	-28.6%	-32.9%	-25.6%	-7.6%	-12.8%	435.6%	73.4%	92.6%	488.7%	-39.4%	Oct '25
Bloomberg Commodities	21.18	2.7%	-2.9%	8.3%	10.2%	19.8%	18.4%	14.9%	8.4%	26.3%	66.6%	37.7%	19.4%	-5.2%	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	4.91	-0.06%	1.5%	0.9%	4.6%	2.1%	2.8%	1.1%	1.4%	35.2%	156.6%	143.4%	26.3%	-3.9%	Oct '23
10yr Treasury rate	4.27	-0.02%	1.2%	2.1%	4.1%	1.3%	-5.9%	-9.0%	2.7%	21.0%	277.9%	162.5%	9.5%	-14.3%	Oct '23
5yr Treasury rate	3.84	0.05%	0.6%	2.6%	3.3%	1.8%	-11.9%	-15.0%	3.1%	4.7%	735.9%	181.1%	-6.7%	-22.7%	Oct '23
13-week T-bill	3.59	0.3%	0.6%	1.6%	-5.1%	-14.2%	-14.3%	-15.7%	1.2%	-20.6%	8875.0%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	63.90	2.8%	2.4%	11.5%	4.7%	-5.1%	-12.7%	-19.9%	11.3%	-12.9%	14.7%	-16.0%	-26.8%	-31.8%	Sep '23
Gold	4970.50	7.5%	-2.2%	15.2%	24.3%	48.5%	75.4%	64.5%	14.9%	166.8%	171.3%	176.2%	197.6%	-6.5%	Jan '26
EUR/USD	1.18	-0.2%	-0.4%	0.6%	2.6%	-	15.4%	12.9%	0.7%	8.4%	-1.8%	4.0%	21.8%	-1.6%	Jan '26
USD/JPY	155.75	0.4%	0.9%	-0.6%	1.0%	-	0.2%	-0.4%	-0.4%	21.0%	48.3%	35.3%	6.1%	-3.6%	Jul '24
S&P 500 Volatility Index	18.00	10.2%	10.1%	24.1%	4.8%	-11.7%	-3.3%	-13.8%	20.4%	-1.8%	-21.4%	8.4%	-46.4%	-65.6%	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	50.99		0.02%	0.1%	0.4%	1.3%	2.5%	5.9%	6.1%	0.4%	19.5%	18.3%	17.7%	22.9%	New Peak	Jan '26
Interm Muni- JPMorgan	50.76		0.06%	0.0%	0.4%	1.0%	4.3%	4.3%	4.3%	0.5%	10.2%	5.7%	4.8%	16.4%	-0.2%	Jan '26
Interm Bond- Janus MSB	45.65		0.04%	-0.6%	0.2%	0.8%	3.8%	8.1%	8.8%	-0.1%	12.8%	2.6%	3.5%	20.3%	-0.8%	Jan '26
Interm Bond- Vanguard	77.53		0.04%	-0.4%	-0.4%	0.2%	1.9%	7.4%	8.5%	-0.4%	12.7%	-0.5%	1.7%	19.4%	-1.0%	Nov '25
Multisector Bond- Intrepid	9.01	p	EOD	-0.3%	0.5%	1.5%	4.2%	7.8%	8.2%	0.5%	30.1%	39.1%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	48.97		0.10%	-0.3%	0.3%	1.0%	3.1%	7.6%	8.2%	0.6%	18.0%	14.6%	14.4%	28.5%	-0.4%	Jan '26
Long Bond- Vanguard	75.82		0.03%	-1.0%	0.1%	-0.2%	2.4%	6.2%	7.2%	0.0%	8.5%	-11.4%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.2%	0.4%	0.5%	4.6%	3.2%	3.3%	0.4%	9.5%	1.8%	0.6%	15.7%	-0.1%	Jan '26
Long Muni- iShares	57.79		0.07%	0.0%	0.5%	1.2%	5.1%	4.7%	3.4%	0.6%	8.9%	2.8%	2.6%	14.5%	-0.2%	Jan '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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