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S&P 500

Return

78.0%

[

20.3%

annualized]

Dec 30 2022 - Feb 13 2026

-2.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.3%

[

13.7%

annualized]

Dec 30 2022 - Feb 13 2026

-1.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.3%

[

13.9%

annualized]

Dec 30 2022 - Feb 13 2026

-2.6%

Below
Peak
Jan '26

Performance Range:

As of Feb 13 04:10 PM EDT, next update at 04:20 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	6836.17	0.05%	-1.4%	-1.8%	1.5%	5.7%	11.8%	16.4%	-0.1%	65.2%	73.7%	42.5%	91.1%	-2.0%	Jan '26
DJIA (Large Value)	49500.93	0.10%	-1.2%	0.6%	4.3%	10.2%	10.7%	13.0%	3.0%	44.5%	57.4%	35.3%	69.5%	-1.4%	Feb '26
Russell 2000 (Small Cap)	2647.44	1.2%	-0.9%	0.5%	11.1%	13.7%	16.0%	11.3%	6.7%	36.4%	15.6%	16.5%	56.9%	-2.6%	Jan '26
NASDAQ Comp (Tech/Growth)	22546.67	-0.2%	-2.1%	-4.9%	-1.4%	3.8%	13.0%	20.4%	-3.0%	89.6%	60.0%	42.4%	116.4%	-5.9%	Oct '25
Aggregate Bond	100.98	0.3%	0.8%	1.1%	1.9%	3.6%	7.9%	7.2%	1.4%	14.1%	0.6%	1.9%	19.0%	New Peak	Feb '26
Corp Bond	111.57	0.3%	0.9%	1.1%	2.1%	3.5%	8.5%	7.9%	1.6%	17.6%	-0.2%	0.4%	27.3%	New Peak	Feb '26
High Yield Bond	80.85	0.07%	0.0%	0.3%	2.3%	3.2%	7.5%	8.6%	0.8%	28.8%	20.6%	17.3%	37.4%	-0.1%	Feb '26
Preferred	31.69	0.7%	0.7%	0.7%	4.1%	3.6%	6.5%	4.9%	2.9%	15.8%	12.0%	4.2%	27.9%	-0.2%	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	53.31	0.9%	3.5%	9.4%	22.4%	18.3%	20.6%	9.9%	17.6%	37.1%	58.4%	29.3%	66.0%	-0.6%	Feb '26
Consumer Discretionary/Cyclical	116.16	0.03%	-1.6%	-6.5%	0.3%	1.5%	3.2%	7.4%	-2.7%	58.5%	42.0%	14.3%	71.9%	-6.7%	Jan '26
Financial Services	51.66	-0.06%	-4.8%	-4.7%	-2.2%	-1.4%	1.3%	14.9%	-5.7%	46.8%	78.6%	40.0%	80.1%	-8.4%	Jan '26
Real Estate	94.58	1.4%	2.5%	5.0%	6.8%	7.3%	6.8%	3.3%	6.9%	17.5%	27.1%	-3.9%	41.1%	New Peak	Feb '26
Communication Services	114.57	-0.06%	-1.0%	-2.0%	2.7%	3.8%	10.8%	23.1%	-2.7%	112.3%	64.8%	52.7%	149.0%	-4.6%	Jan '26
Energy	54.34	0.7%	2.0%	15.6%	21.1%	29.1%	25.2%	7.9%	21.5%	33.6%	193.6%	118.9%	51.6%	-1.2%	Feb '26
Industrials	174.17	0.8%	0.6%	6.2%	15.0%	15.1%	28.0%	19.3%	12.3%	76.9%	108.1%	76.7%	116.1%	-0.4%	Feb '26
Technology	139.57	0.3%	-1.1%	-4.7%	-2.5%	4.3%	17.4%	24.6%	-3.1%	99.7%	109.4%	64.1%	145.4%	-8.1%	Oct '25
Consumer Staples/Defensive	89.50	0.3%	1.8%	10.3%	16.7%	9.9%	12.9%	1.5%	15.2%	31.5%	55.3%	29.1%	44.4%	New Peak	Feb '26
Healthcare	157.67	1.1%	0.0%	0.6%	3.7%	19.3%	9.6%	14.5%	1.9%	24.0%	45.6%	20.7%	36.5%	-1.2%	Jan '26
Utilities	46.50	2.8%	7.3%	8.5%	5.7%	9.1%	20.4%	16.0%	8.9%	49.7%	72.8%	48.1%	67.1%	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	145.94	0.2%	-0.2%	0.7%	5.1%	10.2%	20.0%	22.4%	3.1%	67.8%	65.4%	47.3%	100.1%	-1.2%	Feb '26
MSCI Emerging Markets	61.12	0.4%	1.7%	6.3%	12.9%	22.8%	42.0%	34.0%	11.7%	62.5%	18.9%	37.0%	93.0%	-0.7%	Feb '26
FTSE Europe	88.73	-0.02%	0.3%	3.4%	9.7%	14.3%	30.6%	35.8%	6.1%	60.7%	66.4%	46.9%	115.3%	-0.8%	Feb '26
MSCI Japan	93.83	0.5%	5.0%	11.1%	17.3%	22.8%	41.7%	25.9%	16.2%	76.6%	48.1%	54.9%	111.0%	-0.1%	Feb '26
MSCI India	52.88	-0.4%	-0.7%	-0.3%	-2.4%	0.3%	5.0%	2.7%	-2.2%	33.2%	32.3%	14.6%	31.7%	-10.0%	Sep '24
MSCI China	60.35	-0.4%	-2.1%	-5.0%	-5.2%	0.9%	19.0%	31.0%	0.5%	25.1%	-29.9%	6.6%	63.2%	-8.8%	Oct '25
International Bond	48.81	0.02%	0.5%	0.8%	0.8%	1.8%	3.4%	2.9%	1.2%	14.8%	1.1%	2.7%	18.9%	New Peak	Feb '26
iShares Latin America	36.23	-0.6%	0.5%	13.6%	21.9%	42.1%	61.1%	52.7%	19.0%	74.5%	78.6%	106.1%	84.9%	-2.3%	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	626.84	0.06%	-1.3%	-1.8%	1.7%	6.3%	13.2%	17.8%	0.0%	72.2%	86.5%	51.2%	100.3%	-2.0%	Jan '26
US Large Growth	447.16	-0.4%	-2.1%	-6.0%	-4.7%	-0.4%	8.0%	18.3%	-5.5%	90.9%	81.1%	49.0%	118.9%	-9.0%	Oct '25
US Large Value	223.72	0.7%	-0.4%	2.9%	9.4%	13.3%	17.0%	15.7%	6.4%	48.2%	70.4%	43.8%	74.5%	-0.5%	Feb '26

US MidCap Blend	302.14	1.3%	0.3%	0.9%	5.6%	5.5%	11.0%	11.6%	4.1%	42.7%	45.7%	27.1%	69.5%	-0.2%	Feb '26
US MidCap Growth	273.34	1.2%	-0.2%	-4.7%	-2.1%	-4.7%	0.5%	10.7%	-2.1%	40.4%	22.6%	11.9%	65.2%	-8.2%	Oct '25
US MidCap Value	192.42	1.2%	0.7%	4.9%	11.2%	13.3%	19.2%	12.1%	8.5%	41.8%	68.1%	40.1%	69.5%	New Peak	Feb '26

US Small Blend	276.24	1.2%	-0.4%	1.4%	10.7%	11.3%	12.9%	8.9%	7.1%	42.3%	36.3%	29.0%	67.3%	-1.0%	Feb '26
US Small Growth	334.70	1.1%	-1.4%	-2.7%	7.9%	10.2%	13.9%	12.9%	3.6%	44.0%	3.6%	16.2%	64.9%	-5.4%	Jan '26
US Small Value	199.80	1.3%	-0.3%	4.1%	15.2%	19.0%	21.5%	12.4%	10.3%	38.9%	44.6%	28.7%	62.2%	-0.6%	Feb '26

Foreign Large Blend	104.24	0.09%	1.6%	5.5%	11.1%	15.8%	32.0%	31.6%	8.5%	60.9%	59.7%	48.9%	107.0%	-0.7%	Feb '26
Foreign Growth	121.86	0.5%	2.0%	2.4%	7.7%	10.9%	19.4%	20.7%	7.0%	41.0%	26.5%	18.3%	79.2%	-0.7%	Feb '26
Foreign Value	78.66	-0.3%	1.1%	8.2%	14.2%	20.3%	44.5%	42.2%	10.2%	81.9%	97.0%	84.5%	136.7%	-0.7%	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	23.11		0.04%	0.0%	-1.2%	-0.9%	-0.7%	2.1%	3.6%	-0.8%	22.0%	27.6%	24.2%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.72		0.03%	0.1%	0.5%	1.4%	2.8%	5.1%	5.2%	0.6%	21.1%	25.2%	24.1%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.65		0.12%	-0.2%	-1.5%	0.1%	1.8%	5.1%	6.9%	-1.2%	24.2%	27.2%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.1%	0.3%	1.7%	3.7%	8.0%	8.9%	0.5%	36.6%	60.8%	47.9%	41.2%	New Peak	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	54.24		0.04%	-0.9%	-0.6%	4.5%	7.2%	14.8%	17.7%	1.6%	77.5%	121.1%	89.6%	109.4%	-1.7%	Feb '26
Int’l Min Volatility- Franklin	40.45		0.09%	1.2%	7.7%	13.0%	21.5%	33.0%	27.1%	9.9%	81.1%	128.6%	95.9%	110.3%	-0.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.10	p	EOD	-4.2%	-3.1%	5.6%	4.9%	4.9%	3.0%	3.4%	71.5%	107.4%	93.1%	98.5%	-5.2%	Feb '26
Small Value- Avantis	114.90		1.3%	-0.3%	7.3%	18.0%	19.0%	20.2%	7.4%	12.7%	46.3%	87.4%	52.5%	75.0%	-0.3%	Feb '26
Mid Value- Pacer Cash Cows	64.17		1.0%	0.2%	3.7%	10.6%	14.5%	13.1%	9.0%	6.6%	36.5%	92.5%	47.4%	59.4%	-0.5%	Feb '26
Growth- S&P Momentum	118.25		-0.02%	-1.3%	-1.6%	0.7%	0.7%	15.4%	26.6%	-0.9%	116.4%	124.3%	92.5%	136.6%	-4.5%	Oct '25
Invesco S&P Quality	79.40		0.9%	-0.6%	2.7%	8.1%	9.5%	12.9%	13.2%	5.8%	75.4%	92.4%	57.4%	107.5%	-1.1%	Feb '26
Rotation Factor- BlackRock	60.52		-0.08%	-1.7%	-1.4%	1.1%	6.4%	14.2%	20.0%	-0.5%	92.4%	97.8%	68.2%	127.9%	-2.3%	Feb '26
US Min Volatility- Fidelity	67.55		0.03%	-1.4%	-0.3%	2.4%	5.6%	9.0%	11.8%	1.2%	47.7%	67.2%	37.7%	67.9%	-1.6%	Feb '26
Derivative Income- JPMorgan	59.29		0.5%	0.3%	2.4%	6.4%	8.7%	8.7%	8.1%	4.2%	36.7%	61.6%	34.9%	54.0%	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	16.02	p	EOD	0.3%	1.5%	2.4%	0.8%	5.5%	6.5%	1.3%	26.6%	32.6%	31.2%	30.7%	-0.4%	Aug '25
Multistrategy- AQR	14.34	p	EOD	0.0%	1.5%	3.0%	8.8%	13.7%	16.4%	2.4%	43.5%	77.8%	68.1%	50.2%	-0.5%	Feb '26
Long Short- AQR	20.85	p	EOD	-0.6%	-0.3%	3.8%	11.8%	23.4%	34.4%	-1.5%	103.3%	217.0%	154.4%	142.6%	-2.1%	Dec '25
Mkt Neutral- BlackRock	14.47	p	EOD	-1.4%	-2.2%	3.1%	6.9%	14.9%	18.3%	-0.8%	58.8%	66.3%	67.8%	68.4%	-2.6%	Feb '26
Multi Strategy- Variant	26.38	p	EOD	0.1%	0.4%	1.4%	3.3%	6.5%	7.2%	0.2%	22.0%	47.7%	34.1%	25.7%	New Peak	Feb '26
Long Short- First Trust	70.75		-0.08%	-1.0%	-0.9%	-0.3%	5.4%	5.6%	9.1%	-0.3%	45.8%	59.1%	43.1%	58.3%	-1.9%	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)	305.72	-1.1%	-5.3%	-9.0%	9.8%	51.6%	64.9%	66.0%	-2.3%	225.6%	194.1%	112.4%	215.7%	-11.0%	Feb '26
Meta (Communications)	639.77	-1.5%	-3.3%	1.4%	5.0%	-17.9%	-11.9%	13.1%	-3.1%	259.0%	138.2%	90.3%	405.3%	-18.9%	Aug '25
Amazon (Cyclical)	198.79	-0.4%	-5.5%	-18.1%	-16.3%	-11.5%	-13.7%	5.2%	-13.9%	99.7%	21.3%	16.7%	76.1%	-21.7%	Nov '25
Tesla (Cyclical)	417.44	0.09%	1.5%	-6.7%	3.8%	23.0%	17.3%	11.4%	-7.2%	114.5%	53.4%	4.4%	92.2%	-14.8%	Dec '25
Procter & Gamble (Defensive)	160.03	-0.7%	0.5%	11.7%	8.9%	4.4%	-3.9%	-12.3%	12.5%	23.3%	42.3%	9.4%	40.7%	-7.9%	Dec '24
PepsiCo (Defensive)	165.94	-0.8%	-2.7%	15.7%	15.5%	13.3%	19.4%	-1.8%	15.6%	3.1%	44.6%	8.7%	8.8%	-7.2%	May '23
Coca-Cola (Defensive)	78.67	-0.4%	-0.5%	10.4%	11.5%	13.3%	16.5%	15.6%	12.5%	42.1%	80.4%	49.5%	57.3%	-0.5%	Feb '26
Exxon Mobil (Energy)	148.38	-1.0%	-0.4%	17.3%	26.0%	40.4%	41.0%	16.0%	23.3%	38.6%	253.4%	169.2%	68.5%	-4.0%	Feb '26
Chevron (Energy)	183.73	0.7%	1.6%	12.1%	19.4%	20.5%	23.3%	10.1%	20.5%	21.9%	145.5%	81.0%	33.2%	-1.1%	Feb '26
JPMorgan Chase (Financial)	302.52	-0.04%	-6.2%	-2.7%	-1.8%	5.1%	11.7%	37.3%	-5.7%	127.8%	143.2%	108.7%	215.8%	-9.6%	Jan '26
Visa (Financial)	314.00	-3.1%	-5.1%	-4.2%	-6.6%	-8.2%	-11.2%	11.8%	-10.5%	40.1%	54.8%	46.1%	80.6%	-15.6%	Jun '25
Mastercard (Financial)	518.27	-1.7%	-5.6%	-4.9%	-6.6%	-10.1%	-8.0%	9.0%	-9.1%	42.2%	56.4%	43.2%	86.4%	-13.2%	Aug '25
Bank of America (Financial)	52.52	0%	-7.1%	-3.7%	-0.1%	12.4%	16.0%	28.0%	-4.5%	59.4%	77.6%	25.9%	91.4%	-8.3%	Jan '26
UnitedHealth (Health)	293.14	3.1%	6.0%	-12.2%	-11.3%	9.3%	-43.5%	-33.1%	-11.2%	-37.5%	-3.1%	-37.6%	-37.9%	-51.8%	Nov '24
Johnson & Johnson (Health)	243.43	-0.5%	1.4%	13.9%	25.5%	41.5%	59.5%	47.5%	17.6%	63.9%	68.4%	59.5%	65.0%	-0.5%	Feb '26
Eli Lilly (Health)	1040.20	0.2%	-1.7%	-3.4%	1.8%	58.1%	20.2%	40.2%	-3.2%	204.0%	426.6%	297.4%	229.1%	-6.3%	Nov '25
Union Pacific (Industrials)	260.71	-0.4%	3.2%	13.7%	18.4%	18.2%	6.4%	3.9%	12.7%	35.8%	36.8%	15.5%	46.5%	-0.8%	Feb '26
Honeywell (Industrials)	241.38	0.6%	1.3%	14.8%	21.5%	17.9%	27.5%	-6.4%	23.7%	34.3%	39.3%	34.8%	58.9%	-0.8%	Feb '26
Nvidia (IT)	182.78	-2.2%	-1.4%	-1.6%	-2.2%	0.7%	35.1%	38.9%	-2.0%	739.7%	1125.1%	508.0%	1491.4%	-11.7%	Oct '25
Broadcom (IT)	325.17	-1.8%	-2.3%	-8.3%	-4.2%	5.6%	39.1%	50.6%	-6.0%	465.8%	643.3%	429.2%	696.5%	-21.1%	Dec '25
Adobe (IT)	263.97	0.6%	-1.6%	-14.8%	-20.9%	-24.8%	-42.5%	-21.3%	-24.6%	-29.6%	-47.1%	-53.2%	-7.8%	-58.4%	Feb '24
Oracle (IT)	160.05	2.3%	12.1%	-20.9%	-26.2%	-34.2%	-7.0%	18.1%	-17.7%	85.6%	171.7%	92.8%	161.1%	-51.0%	Sep '25
salesforce.com (IT)	189.71	2.3%	-0.9%	-21.3%	-21.0%	-19.7%	-42.1%	-20.2%	-28.4%	12.2%	-20.1%	-24.8%	34.9%	-48.0%	Dec '24
Linde PLC (Materials)	481.00	1.7%	7.3%	8.6%	12.6%	1.8%	5.7%	3.2%	12.8%	49.7%	104.0%	50.0%	84.8%	-0.2%	Sep '25
Sherwin-Williams (Materials)	368.96	-1.0%	1.9%	3.6%	9.1%	0.5%	3.1%	-3.8%	13.9%	62.6%	60.5%	12.9%	88.6%	-6.9%	Nov '24
American Tower (Real Estate)	192.09	2.1%	12.2%	10.4%	7.1%	-4.2%	4.7%	-0.9%	9.4%	-2.2%	-2.1%	-23.8%	16.5%	-16.8%	Sep '24
Prologis Inc. (Real Estate)	138.96	1.9%	1.5%	6.7%	12.9%	33.1%	19.0%	25.1%	8.8%	18.2%	48.5%	-5.0%	53.1%	-1.1%	Feb '26
NextEra Energy (Utilities)	93.78	2.0%	4.8%	14.9%	12.4%	31.6%	41.0%	15.5%	16.8%	35.3%	28.2%	14.0%	41.4%	New Peak	Feb '26
Duke Energy (Utilities)	128.18	1.6%	5.2%	9.2%	4.6%	3.7%	16.6%	12.7%	9.4%	44.3%	71.8%	44.9%	69.6%	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	16.03	p	EOD	0.4%	0.8%	2.3%	4.5%	9.5%	9.4%	1.6%	23.5%	11.5%	10.1%	31.9%	New Peak	Feb '26
Moderate-60% Stock	66.85		0.2%	0.2%	1.1%	4.3%	8.0%	15.9%	16.4%	2.8%	44.4%	39.1%	29.2%	64.0%	-0.4%	Feb '26
Mod Agg-80% Stock	52.37	p	EOD	-0.1%	0.9%	5.0%	9.4%	18.6%	19.6%	3.2%	55.1%	49.7%	37.1%	80.1%	-1.0%	Feb '26
Aggressive-90% Stock	31.43	p	EOD	-0.3%	1.2%	6.0%	10.6%	20.0%	20.9%	3.8%	56.2%	51.7%	36.5%	82.3%	-1.2%	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	68930.96	4.1%	-2.3%	-27.7%	-30.9%	-44.1%	-28.7%	-6.3%	-21.2%	216.1%	45.1%	48.4%	259.8%	-44.7%	Oct '25
Ethereum	2054.76	5.5%	-0.4%	-38.1%	-36.4%	-56.8%	-23.2%	-11.0%	-30.7%	36.3%	11.5%	-45.4%	58.7%	-57.5%	Aug '25
BNB	619.83	1.0%	-5.7%	-34.2%	-33.2%	-27.0%	-7.2%	23.1%	-28.2%	110.5%	352.6%	21.0%	128.7%	-52.7%	Oct '25
Solana	84.94	8.4%	-2.9%	-41.6%	-41.5%	-57.9%	-56.3%	-34.2%	-31.8%	308.6%	818.6%	-50.1%	172.6%	-67.6%	Jan '25
Bitcoin ETF	38.97	5.2%	-1.8%	-27.3%	-29.9%	-44.2%	-28.8%	-6.4%	-21.5%	-	-	-	-	-45.3%	Oct '25
Grayscale Bitcoin (hi fee)	53.63	5.3%	-1.8%	-27.3%	-30.1%	-44.5%	-29.6%	-7.6%	-21.5%	471.4%	21.4%	73.2%	429.6%	-45.5%	Oct '25
Bloomberg Commodities	20.95	0.3%	-0.6%	2.8%	7.7%	18.8%	14.6%	14.9%	7.3%	23.1%	60.4%	36.2%	18.1%	-6.2%	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	4.70	-0.7%	-3.2%	-2.7%	-0.1%	-2.7%	-0.7%	1.1%	-2.9%	23.9%	134.5%	133.0%	21.0%	-7.9%	Oct '23
10yr Treasury rate	4.06	-1.2%	-3.6%	-2.8%	-1.4%	-4.3%	-10.4%	-9.0%	-2.6%	9.1%	238.0%	149.1%	3.9%	-18.7%	Oct '23
5yr Treasury rate	3.61	-1.6%	-3.9%	-3.6%	-2.5%	-4.3%	-17.7%	-15.0%	-3.0%	-8.1%	644.1%	164.4%	-12.2%	-27.3%	Oct '23
13-week T-bill	3.59	-0.1%	0.1%	0.9%	-5.3%	-12.6%	-14.7%	-15.7%	1.3%	-22.6%	10165.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	62.74	-0.2%	-1.3%	2.6%	6.9%	0.1%	-12.0%	-19.9%	9.3%	-21.7%	5.5%	-17.5%	-28.1%	-33.0%	Sep '23
Gold	5056.30	2.7%	2.1%	10.2%	20.8%	50.5%	72.8%	64.5%	16.9%	173.0%	177.6%	181.0%	202.7%	-4.9%	Jan '26
EUR/USD	1.19	0.02%	0.8%	1.8%	2.5%	1.4%	14.3%	12.9%	1.1%	11.2%	-2.1%	4.4%	22.4%	-1.2%	Jan '26
USD/JPY	152.65	-0.4%	-2.6%	-3.4%	-1.3%	3.8%	-1.0%	-0.4%	-2.4%	16.0%	45.7%	32.6%	4.0%	-5.6%	Jul '24
S&P 500 Volatility Index	20.84	0.10%	2.3%	30.4%	4.2%	43.8%	38.0%	-13.8%	39.4%	2.5%	4.4%	25.5%	-37.9%	-60.2%	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		0.08%	-0.1%	0.2%	1.1%	2.3%	5.7%	6.1%	0.4%	19.6%	18.2%	17.7%	22.9%	-0.2%	Feb '26
Interm Muni- JPMorgan	51.05		0.07%	0.4%	0.9%	1.8%	5.0%	5.3%	4.3%	1.4%	11.8%	6.2%	5.7%	17.4%	New Peak	Feb '26
Interm Bond- Janus MSB	46.28		0.4%	0.9%	1.2%	2.7%	5.3%	9.8%	8.8%	1.7%	15.9%	4.7%	5.4%	22.5%	New Peak	Feb '26
Interm Bond- Vanguard	78.60		0.3%	0.9%	1.1%	1.8%	3.5%	9.1%	8.5%	1.3%	16.3%	1.3%	3.4%	21.5%	New Peak	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	-0.2%	-0.2%	1.3%	3.1%	7.0%	8.2%	0.3%	30.7%	36.3%	28.6%	35.2%	-0.6%	Jan '26
Int’l Bond- JPMorgan	49.26		0.09%	0.5%	0.9%	2.1%	3.4%	8.2%	8.2%	1.6%	20.0%	15.4%	15.5%	29.8%	New Peak	Feb '26
Long Bond- Vanguard	77.27		0.4%	1.3%	1.5%	2.3%	4.0%	8.1%	7.2%	2.3%	14.5%	-8.8%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.51	p	EOD	0.2%	0.5%	0.9%	4.9%	4.0%	3.3%	1.0%	10.9%	2.0%	1.2%	16.3%	New Peak	Feb '26
Long Muni- iShares	58.15		0.07%	0.4%	0.9%	1.9%	5.8%	5.4%	3.4%	1.4%	10.4%	3.4%	3.4%	15.5%	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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