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S&P 500

Return

97.0%

[

21.2%

annualized]

Dec 30 2022 - Jul 10 2026

DJIA (Large Value)

Return

58.7%

[

14.0%

annualized]

Dec 30 2022 - Jul 10 2026

Russell 2000 (Small Cap)

Return

68.7%

[

16.0%

annualized]

Dec 30 2022 - Jul 10 2026

Performance Range:

As of Jul 10 12:20 PM EDT, next update at 12:30 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	7562.28	0.2%	1.1%	4.1%	10.9%	8.6%	20.4%	16.4%	10.5%	71.5%	73.1%	57.7%	111.4%	-0.6%	Jun '26
DJIA (Large Value)	52590.44	0.2%	-0.6%	5.4%	9.8%	6.2%	17.8%	13.0%	9.4%	54.9%	50.8%	43.7%	80.0%	-0.9%	Jul '26
Russell 2000 (Small Cap)	2971.19	-0.7%	-0.8%	4.8%	12.9%	13.2%	31.3%	11.3%	19.7%	56.8%	30.3%	30.7%	76.0%	-1.8%	Jun '26
NASDAQ Comp (Tech/Growth)	26259.22	0.2%	1.7%	4.3%	14.7%	10.9%	27.3%	20.4%	13.0%	91.9%	78.6%	65.9%	152.1%	-3.1%	Jun '26
Aggregate Bond	98.14	-0.05%	-0.5%	-0.2%	-0.9%	-0.7%	3.0%	7.2%	-0.5%	12.7%	-1.2%	0.0%	16.8%	-2.3%	Feb '26
Corp Bond	107.53	-0.2%	-1.0%	-0.6%	-1.1%	-1.3%	2.7%	7.9%	-0.9%	14.9%	-3.8%	-2.2%	24.1%	-2.6%	Feb '26
High Yield Bond	79.72	-0.04%	0.0%	0.3%	0.2%	0.4%	4.5%	8.6%	0.9%	27.0%	18.4%	17.4%	37.5%	-0.7%	May '26
Preferred	30.53	-0.08%	0.2%	-0.8%	-0.4%	-1.7%	1.8%	4.9%	0.2%	18.5%	3.1%	1.4%	24.5%	-3.7%	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	50.93	1.3%	-2.1%	2.7%	-2.0%	6.0%	12.0%	9.9%	12.8%	32.3%	35.0%	24.1%	59.3%	-4.6%	Feb '26
Consumer Discretionary/Cyclical	117.69	0.7%	0.5%	3.7%	4.3%	-5.2%	6.9%	7.4%	-1.2%	41.7%	34.1%	16.0%	74.5%	-5.3%	Jan '26
Financial Services	55.51	-0.05%	-0.2%	6.3%	9.3%	0.1%	6.6%	14.9%	1.9%	71.9%	64.3%	51.2%	94.5%	-1.1%	Jul '26
Real Estate	96.64	-0.5%	-1.4%	-1.1%	3.9%	9.2%	10.9%	3.3%	10.4%	28.3%	10.5%	-0.7%	45.7%	-2.1%	Jun '26
Communication Services	111.36	0.8%	1.6%	0.3%	-2.3%	-5.3%	5.4%	23.1%	-5.1%	77.0%	43.2%	48.9%	142.8%	-7.0%	Jan '26
Energy	54.45	-0.7%	2.3%	-6.5%	-4.4%	17.4%	25.6%	7.9%	22.6%	46.1%	145.2%	120.8%	52.9%	-13.0%	Mar '26
Industrials	182.18	0.6%	-0.9%	7.4%	6.2%	12.8%	22.1%	19.3%	17.8%	76.1%	89.3%	85.4%	126.7%	-1.8%	Jul '26
Technology	185.64	0.2%	2.8%	5.1%	30.2%	27.2%	45.1%	24.6%	29.1%	120.3%	154.6%	118.5%	226.8%	-6.3%	Jun '26
Consumer Staples/Defensive	83.85	0.8%	-1.3%	-1.9%	1.8%	6.4%	5.5%	1.5%	8.5%	23.0%	35.4%	21.6%	36.1%	-6.3%	Feb '26
Healthcare	160.64	-0.9%	-1.9%	5.1%	9.0%	2.5%	19.4%	14.5%	4.2%	29.3%	34.7%	23.4%	39.6%	-2.3%	Jul '26
Utilities	45.17	0.09%	-1.3%	2.7%	-3.8%	7.0%	11.7%	16.0%	6.5%	50.8%	61.4%	44.9%	63.4%	-4.7%	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	157.58	0.4%	0.9%	3.5%	8.6%	8.9%	22.4%	22.4%	11.4%	73.3%	67.4%	59.0%	116.1%	-1.5%	Jun '26
MSCI Emerging Markets	66.92	0.2%	1.9%	3.5%	10.5%	17.1%	40.2%	34.0%	22.3%	81.5%	39.9%	50.0%	111.3%	-6.0%	Jun '26
FTSE Europe	88.75	0.4%	-0.7%	2.4%	1.9%	4.0%	14.7%	35.8%	6.6%	59.4%	51.9%	47.6%	116.3%	-1.5%	Feb '26
MSCI Japan	94.67	1.2%	1.6%	6.0%	7.4%	11.9%	34.7%	25.9%	17.2%	67.0%	55.1%	56.3%	112.8%	-2.4%	Jun '26
MSCI India	49.38	0.7%	-0.4%	4.4%	0.1%	-7.1%	-10.6%	2.7%	-8.6%	13.9%	19.7%	7.0%	22.9%	-16.0%	Sep '24
MSCI China	53.17	-0.03%	4.4%	-1.7%	-7.0%	-14.5%	-2.1%	31.0%	-11.5%	26.9%	-23.6%	-6.0%	43.8%	-19.6%	Oct '25
International Bond	48.08	0.1%	-0.3%	0.4%	0.4%	0.0%	1.6%	2.9%	0.4%	13.5%	0.9%	1.8%	17.9%	-1.6%	Feb '26
iShares Latin America	34.51	2.0%	2.4%	4.2%	-8.8%	8.3%	37.8%	52.7%	13.3%	48.3%	61.3%	96.3%	76.1%	-9.4%	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	692.64	0.3%	1.1%	3.8%	10.9%	8.9%	21.5%	17.8%	10.8%	77.8%	85.1%	67.6%	122.0%	-0.8%	Jun '26
US Large Growth	123.75	0.4%	2.1%	3.4%	10.9%	4.0%	16.5%	19.8%	4.7%	91.9%	99.5%	78.2%	157.2%	-3.9%	Jun '26
US Large Value	246.46	0.03%	-0.1%	4.8%	11.1%	13.7%	26.5%	15.7%	17.6%	65.4%	69.5%	59.0%	93.0%	-0.5%	Jul '26

US MidCap Blend	80.82	0.05%	0.4%	4.1%	9.0%	8.7%	17.6%	17.0%	11.8%	72.0%	78.8%	64.8%	113.1%	-0.1%	Jul '26
US MidCap Growth	302.25	-0.4%	0.3%	5.3%	12.7%	5.9%	6.4%	10.7%	8.5%	49.4%	30.7%	24.0%	83.0%	-1.4%	Jun '26
US MidCap Value	200.91	0.4%	0.4%	3.3%	6.3%	10.3%	21.3%	12.1%	13.9%	53.4%	58.0%	47.1%	77.9%	NewNew Peak	Jul '26

US Small Blend	298.12	-0.2%	-0.7%	3.8%	9.6%	10.1%	23.1%	8.9%	16.0%	55.2%	42.6%	39.8%	81.3%	-1.6%	Jun '26
US Small Growth	384.16	-1.2%	-0.7%	5.2%	15.8%	12.2%	31.5%	12.9%	19.0%	61.2%	28.7%	33.4%	89.3%	-2.5%	Jun '26
US Small Value	219.52	0.01%	-0.8%	4.1%	10.1%	15.2%	33.5%	12.4%	21.5%	63.2%	47.6%	41.8%	78.6%	-1.0%	Jul '26

Foreign Large Blend	104.52	0.6%	0.1%	2.9%	2.3%	5.8%	18.5%	31.6%	8.8%	59.1%	51.5%	49.3%	107.6%	-1.1%	Feb '26
Foreign Growth	122.82	0.3%	-0.7%	3.5%	3.7%	3.1%	11.6%	20.7%	7.8%	38.5%	22.4%	19.2%	80.6%	-2.1%	Jun '26
Foreign Value	78.49	0.8%	0.8%	2.5%	1.0%	8.3%	25.1%	42.2%	9.9%	81.2%	84.1%	84.1%	136.2%	-1.8%	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	22.87		0.04%	0.0%	0.1%	0.3%	-0.4%	0.4%	3.6%	0.0%	18.3%	27.9%	25.3%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.56		0.03%	0.0%	0.0%	0.5%	1.4%	4.2%	5.2%	1.5%	19.9%	25.7%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.44		0.07%	0.5%	0.1%	0.3%	-0.9%	2.8%	6.9%	-0.6%	21.3%	27.8%	26.2%	32.5%	-1.0%	May '26
Interval CEF- Cliffwater	10.26	p	EOD	0.2%	0.6%	1.8%	2.8%	7.0%	8.9%	3.0%	34.2%	58.3%	51.6%	44.7%	NewNew Peak	Jul '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	59.39		0.4%	1.4%	4.6%	9.4%	9.3%	21.3%	17.7%	11.6%	83.5%	115.6%	108.0%	129.8%	-0.1%	Jun '26
Int’l Min Volatility- Franklin	41.27		0.4%	0.5%	2.6%	0.2%	10.6%	28.5%	27.1%	12.5%	82.3%	109.6%	100.7%	115.4%	-0.8%	May '26
MidCap 30 - Hennessy (hi fee)	28.27	p	EOD	-1.8%	2.4%	10.6%	10.3%	21.1%	3.0%	16.5%	75.3%	119.4%	117.5%	123.5%	-4.7%	Jun '26
Small Value- Avantis	123.81		0.5%	0.2%	2.4%	7.9%	15.7%	30.6%	7.4%	21.7%	65.7%	78.4%	64.7%	89.1%	-0.9%	Jun '26
Mid Value- Pacer Cash Cows	64.00		0.13%	0.3%	1.6%	4.1%	3.6%	14.3%	9.0%	6.7%	41.1%	63.6%	47.4%	59.5%	-2.3%	Jun '26
Growth- S&P Momentum	153.45		0.2%	1.7%	6.8%	24.4%	28.2%	37.4%	26.6%	29.0%	183.8%	168.5%	150.5%	207.9%	-5.1%	Jun '26
Invesco S&P Quality	87.94		0.2%	0.1%	4.4%	11.7%	14.1%	23.7%	13.2%	17.6%	82.1%	90.8%	75.0%	130.6%	-2.4%	Jun '26
Rotation Factor- BlackRock	67.98		0.3%	1.3%	4.7%	11.0%	10.7%	24.5%	20.0%	12.1%	96.3%	104.4%	89.5%	156.7%	-0.1%	Jun '26
US Min Volatility- Fidelity	69.97		-0.1%	0.0%	1.9%	5.3%	3.7%	11.9%	11.8%	5.3%	47.4%	55.1%	43.2%	74.7%	-0.7%	May '26
Derivative Income- JPMorgan	56.67		0.08%	-0.1%	2.5%	-0.7%	0.0%	6.3%	8.1%	1.7%	29.1%	41.0%	31.7%	50.4%	-3.3%	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	17.37	p	EOD	0.6%	0.6%	4.4%	10.2%	12.4%	6.5%	9.9%	30.2%	44.3%	42.3%	41.8%	-0.4%	May '26
Multistrategy- AQR	14.63	p	EOD	1.2%	-0.2%	0.7%	3.5%	13.2%	16.4%	4.4%	45.8%	75.6%	71.5%	53.3%	-1.9%	Jun '26
Long Short- AQR	20.84	p	EOD	2.6%	0.8%	1.5%	-0.8%	14.2%	34.4%	-1.5%	95.4%	178.4%	154.3%	142.5%	-2.1%	Dec '25
Mkt Neutral- BlackRock	16.22	p	EOD	0.9%	0.6%	6.2%	9.7%	22.8%	18.3%	11.2%	75.4%	83.5%	88.1%	88.7%	-1.8%	Jun '26
Multi Strategy- Variant	25.84	p	EOD	0.1%	0.2%	1.1%	2.7%	6.5%	7.2%	2.7%	21.0%	44.3%	37.4%	28.8%	NewNew Peak	Jul '26
Long Short- First Trust	74.53		-0.2%	0.9%	2.1%	3.0%	4.3%	13.5%	9.1%	5.1%	47.5%	59.6%	50.9%	66.9%	-0.5%	Jun '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)	354.99	-1.1%	-1.4%	-0.4%	11.9%	8.1%	100.3%	66.0%	13.5%	207.4%	185.2%	146.9%	266.9%	-11.8%	May '26
Meta (Communications)	668.35	5.8%	14.7%	17.1%	6.1%	2.4%	-7.9%	13.1%	1.3%	129.0%	92.2%	99.0%	428.3%	-15.2%	Aug '25
Amazon (Cyclical)	246.36	-0.3%	1.5%	3.5%	3.3%	-0.4%	10.8%	5.2%	6.7%	93.8%	32.5%	44.6%	118.2%	-10.4%	May '26
Tesla (Cyclical)	411.55	1.2%	4.6%	7.9%	17.9%	-7.5%	32.8%	11.4%	-8.5%	52.6%	87.9%	2.9%	89.4%	-16.0%	Dec '25
Procter & Gamble (Defensive)	147.28	0.3%	-2.7%	-1.2%	2.2%	5.3%	-4.4%	-12.3%	4.3%	6.9%	22.1%	1.4%	30.5%	-14.6%	Dec '24
PepsiCo (Defensive)	136.68	-0.9%	-5.2%	-5.3%	-13.0%	-1.4%	3.3%	-1.8%	-3.9%	-18.5%	6.0%	-9.6%	-9.6%	-22.9%	May '23
Coca-Cola (Defensive)	83.36	0.9%	-0.9%	-0.3%	7.6%	19.0%	22.1%	15.6%	20.1%	52.5%	76.3%	59.5%	67.8%	-0.9%	Jul '26
Exxon Mobil (Energy)	137.52	0.04%	0.3%	-8.7%	-9.2%	11.8%	23.5%	16.0%	15.8%	45.2%	169.9%	152.8%	58.3%	-19.3%	Mar '26
Chevron (Energy)	173.80	-0.1%	2.7%	-8.4%	-7.8%	8.3%	16.4%	10.1%	15.2%	25.9%	103.2%	72.9%	27.3%	-17.7%	Mar '26
JPMorgan Chase (Financial)	336.40	0.3%	1.0%	8.8%	8.6%	2.7%	18.4%	37.3%	5.4%	146.5%	143.6%	133.3%	253.0%	-0.8%	Jul '26
Visa (Financial)	345.62	-0.7%	-4.6%	7.0%	13.8%	-0.8%	-2.1%	11.8%	-1.0%	48.5%	50.5%	61.5%	99.6%	-6.7%	Jun '25
Mastercard (Financial)	520.57	-0.5%	-3.5%	6.4%	4.4%	-9.4%	-7.2%	9.0%	-8.5%	34.9%	43.5%	44.1%	87.6%	-12.7%	Aug '25
Bank of America (Financial)	59.71	0.8%	1.7%	9.5%	13.6%	7.5%	29.2%	28.0%	9.2%	123.4%	67.7%	43.9%	118.8%	-0.3%	Jul '26
UnitedHealth (Health)	425.05	-1.5%	-0.1%	4.3%	39.7%	24.5%	44.9%	-33.1%	29.8%	-3.0%	12.0%	-8.8%	-9.2%	-29.5%	Nov '24
Johnson & Johnson (Health)	256.30	-1.1%	-2.6%	7.5%	7.5%	26.1%	65.6%	47.5%	24.5%	74.4%	72.8%	68.9%	74.6%	-4.1%	Jul '26
Eli Lilly (Health)	1189.55	-2.3%	-2.0%	4.7%	26.8%	12.2%	51.5%	40.2%	11.1%	168.2%	430.7%	356.0%	277.6%	-3.7%	Jul '26
Union Pacific (Industrials)	287.89	1.0%	2.0%	7.8%	14.9%	26.7%	23.6%	3.9%	25.1%	49.5%	44.6%	28.2%	62.6%	NewNew Peak	Jul '26
Honeywell (Industrials)	227.52	1.8%	-1.0%	10.5%	-2.7%	10.9%	4.2%	-6.4%	17.8%	23.9%	19.4%	28.4%	51.3%	-50.0%	Jun '26
Nvidia (IT)	210.04	3.6%	7.8%	4.8%	11.4%	13.6%	28.0%	38.9%	12.6%	398.4%	950.0%	598.7%	1728.8%	-10.9%	May '26
Broadcom (IT)	401.38	0.07%	11.4%	7.9%	8.0%	16.6%	46.6%	50.6%	16.2%	373.3%	816.7%	554.6%	885.2%	-16.7%	Jun '26
Adobe (IT)	224.48	0.8%	2.2%	-3.8%	-0.4%	-32.8%	-39.6%	-21.3%	-35.9%	-54.8%	-62.9%	-60.2%	-21.6%	-64.6%	Feb '24
Oracle (IT)	141.75	-1.7%	1.1%	-29.6%	2.7%	-28.3%	-39.2%	18.1%	-26.8%	28.4%	72.8%	71.3%	132.1%	-56.5%	Sep '25
salesforce.com (IT)	162.94	0.3%	-1.9%	-4.4%	-1.2%	-37.2%	-37.9%	-20.2%	-38.3%	-22.3%	-32.5%	-35.3%	16.2%	-55.3%	Dec '24
Linde PLC (Materials)	531.28	1.1%	-2.8%	4.3%	5.6%	20.0%	14.1%	3.2%	25.0%	49.7%	93.6%	66.2%	104.8%	-2.8%	Jul '26
Sherwin-Williams (Materials)	335.79	1.1%	-4.7%	10.5%	-0.1%	-4.7%	-3.9%	-3.8%	3.9%	33.9%	26.8%	2.9%	72.0%	-15.1%	Nov '24
American Tower (Real Estate)	167.12	1.3%	0.7%	-12.4%	-5.9%	0.2%	-22.2%	-0.9%	-3.9%	-5.0%	-30.5%	-33.1%	2.4%	-26.9%	Sep '24
Prologis Inc. (Real Estate)	139.04	-1.6%	-0.3%	-4.6%	1.3%	8.3%	31.4%	25.1%	9.8%	24.7%	27.1%	-4.2%	54.5%	-5.8%	Jun '26
NextEra Energy (Utilities)	87.15	0.06%	-1.3%	2.4%	-7.4%	9.8%	19.3%	15.5%	9.3%	31.8%	31.6%	6.7%	32.3%	-11.0%	Apr '26
Duke Energy (Utilities)	124.84	-0.3%	-3.7%	-0.2%	-4.5%	8.7%	9.3%	12.7%	8.3%	57.0%	50.4%	43.6%	68.1%	-5.7%	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	15.95	p	EOD	-0.2%	1.0%	1.8%	1.9%	7.1%	9.4%	2.7%	24.5%	11.2%	11.2%	33.2%	-0.6%	Jun '26
Moderate-60% Stock	69.07		0.2%	-0.3%	1.8%	4.6%	5.1%	14.6%	16.4%	6.7%	46.6%	37.8%	34.1%	70.2%	-1.1%	Jun '26
Mod Agg-80% Stock	55.30	p	EOD	0.4%	3.1%	6.9%	7.5%	19.3%	19.6%	9.8%	60.5%	51.0%	45.9%	91.6%	-0.9%	Jun '26
Aggressive-90% Stock	34.41	p	EOD	0.5%	4.2%	9.0%	10.9%	24.6%	20.9%	13.7%	66.6%	56.1%	49.5%	99.6%	-0.5%	Jul '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	64024.69	1.3%	4.1%	4.2%	-12.3%	-29.3%	-44.8%	-6.3%	-26.8%	110.5%	89.4%	37.8%	234.2%	-48.7%	Oct '25
Ethereum	1792.25	2.7%	5.5%	10.6%	-20.2%	-41.9%	-39.3%	-11.0%	-39.6%	-4.7%	-16.5%	-52.4%	38.4%	-62.9%	Aug '25
BNB	574.90	1.1%	3.0%	-1.9%	-5.1%	-35.8%	-16.2%	23.1%	-33.4%	133.8%	81.7%	12.3%	112.2%	-56.1%	Oct '25
Solana	78.03	-0.02%	-3.2%	23.5%	-8.0%	-42.5%	-52.4%	-34.2%	-37.3%	266.1%	134.6%	-54.2%	150.4%	-70.2%	Jan '25
Bitcoin ETF	36.26	1.3%	4.0%	3.4%	-12.7%	-29.1%	-43.8%	-6.4%	-27.0%	-	-	-	-	-49.1%	Oct '25
Grayscale Bitcoin (hi fee)	49.65	1.3%	4.2%	3.4%	-13.0%	-29.6%	-44.4%	-7.6%	-27.4%	174.9%	98.8%	60.4%	390.2%	-49.6%	Oct '25
Bloomberg Commodities	22.97	-0.11%	3.0%	-2.9%	-3.1%	14.9%	26.9%	14.9%	17.6%	40.7%	58.4%	49.3%	29.5%	-11.4%	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	5.06	0.1%	1.5%	0.7%	3.0%	5.0%	4.1%	1.1%	4.5%	25.2%	155.3%	151.0%	30.3%	-2.3%	May '26
10yr Treasury rate	4.55	0.3%	1.5%	0.2%	5.5%	9.2%	4.8%	-9.0%	9.4%	13.7%	235.8%	179.7%	16.7%	-8.7%	Oct '23
5yr Treasury rate	4.29	0.6%	1.5%	0.7%	9.0%	14.3%	9.2%	-15.0%	15.4%	1.1%	445.6%	214.6%	4.4%	-13.4%	Oct '23
13-week T-bill	3.69	0.3%	0.7%	1.6%	2.8%	5.1%	-12.9%	-15.7%	4.1%	-29.3%	8488.4%	6867.9%	4.5%	-30.9%	Oct '23
Crude Oil	71.22	-1.2%	3.7%	-20.9%	-26.3%	20.5%	7.0%	-19.9%	24.0%	-2.4%	-4.5%	-6.4%	-18.4%	-36.9%	Apr '26
Gold	4121.10	-0.2%	0.2%	0.3%	-13.5%	-8.2%	24.2%	64.5%	-4.7%	114.1%	127.7%	129.0%	146.7%	-22.5%	Jan '26
USD/EUR	0.87	0.02%	-0.2%	0.8%	2.5%	1.9%	2.3%	-11.4%	2.7%	-3.8%	-	-0.6%	-15.1%	-10.5%	Jan '25
USD/JPY	161.41	-0.5%	0.0%	0.5%	1.4%	2.9%	10.3%	-0.4%	3.2%	14.2%	-	40.2%	10.0%	-0.8%	Jun '26
S&P 500 Volatility Index	15.41	-2.7%	-4.6%	-30.6%	-19.9%	6.3%	-2.3%	-13.8%	3.1%	2.3%	-4.8%	-7.2%	-54.1%	-70.6%	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	50.42		-0.02%	-0.4%	-0.1%	0.2%	0.6%	3.5%	6.1%	0.7%	18.8%	17.9%	18.1%	23.3%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.38		0.09%	-0.3%	0.0%	0.4%	0.5%	4.8%	4.3%	0.9%	11.3%	5.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.77		-0.09%	-0.5%	-0.2%	-1.1%	-0.9%	4.4%	8.8%	-0.3%	15.0%	2.8%	3.2%	20.0%	-2.4%	Feb '26
Interm Bond- Vanguard	76.06		-0.03%	-0.5%	-0.1%	-1.1%	-1.1%	2.6%	8.5%	-1.0%	14.2%	-0.6%	1.1%	18.8%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.2%	0.6%	1.7%	2.3%	7.0%	8.2%	2.7%	30.6%	35.2%	31.7%	38.5%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	48.15		0.13%	-0.3%	0.6%	0.6%	0.1%	3.7%	8.2%	0.6%	19.3%	14.5%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	73.57		-0.2%	-1.7%	-1.1%	-1.5%	-2.0%	2.5%	7.2%	-1.3%	11.9%	-14.1%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	-0.4%	0.4%	0.8%	0.7%	5.3%	3.3%	1.1%	10.6%	1.1%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.37		0.01%	-0.4%	0.3%	0.4%	0.3%	5.7%	3.4%	0.8%	9.7%	2.7%	2.8%	14.7%	-1.1%	Feb '26

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