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S&P 500

Return

60.9%

[

19.3%

annualized]

Dec 29 2023 - Sep 08 2026

DJIA (Large Value)

Return

40.1%

[

13.3%

annualized]

Dec 29 2023 - Sep 08 2026

Russell 2000 (Small Cap)

Return

46.0%

[

15.1%

annualized]

Dec 29 2023 - Sep 08 2026

Performance Range:

As of Sep 08 11:50 PM EDT, next update on next market open

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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7673.52	-0.6%	0.1%	-1.1%	3.9%	12.9%	17.8%	16.4%	12.1%	72.1%	70.8%	60.0%	114.5%	-1.6%	Aug '26
DJIA (Large Value)	52786.10	-1.2%	-0.5%	-2.3%	3.8%	10.6%	15.5%	13.0%	9.8%	52.7%	51.3%	44.3%	80.7%	-2.9%	Aug '26
Russell 2000 (Small Cap)	2960.20	-0.5%	0.2%	-2.4%	3.3%	15.9%	24.3%	11.3%	19.3%	59.9%	31.6%	30.3%	75.4%	-3.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26421.41	-0.3%	0.8%	-1.0%	2.9%	16.4%	20.8%	20.4%	13.7%	92.0%	73.3%	66.9%	153.6%	-2.5%	Jun '26
Aggregate Bond	96.90	-0.10%	0.1%	-0.4%	-0.5%	-1.5%	0.6%	7.2%	-0.4%	13.4%	-1.7%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	105.48	0%	0.1%	-0.6%	-1.5%	-2.5%	-0.8%	7.9%	-1.3%	15.2%	-5.0%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.12	-0.05%	0.0%	-0.1%	0.9%	1.7%	3.9%	8.6%	2.1%	26.7%	19.1%	18.9%	39.2%	-0.5%	Aug '26
Preferred	30.39	0.10%	0.6%	-0.3%	-0.2%	0.2%	0.8%	4.9%	1.6%	19.8%	3.6%	2.8%	26.2%	-2.4%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	51.94	-1.0%	-1.9%	-1.7%	2.7%	4.8%	16.8%	9.9%	15.5%	34.5%	36.5%	27.0%	63.0%	-3.2%	Aug '26
Consumer Discretionary/Cyclical	113.99	-0.8%	-0.8%	-4.9%	-1.4%	-0.1%	-2.5%	7.4%	-4.2%	38.4%	29.1%	12.6%	69.4%	-8.1%	Jan '26
Financial Services	57.30	-1.4%	-0.6%	-0.5%	9.6%	14.8%	9.1%	14.9%	5.5%	75.1%	65.0%	56.6%	101.4%	-2.2%	Sep '26
Real Estate	95.93	-0.09%	0.2%	-2.5%	-0.9%	4.3%	8.6%	3.3%	10.5%	32.4%	7.6%	-0.6%	45.9%	-5.0%	Jul '26
Communication Services	111.52	-0.5%	-0.8%	0.2%	0.3%	-4.6%	-2.2%	23.1%	-4.7%	72.2%	38.4%	49.5%	143.8%	-6.6%	Jan '26
Energy	64.77	1.1%	-0.5%	12.6%	13.7%	16.6%	52.5%	7.9%	46.9%	54.9%	224.7%	164.5%	83.2%	-0.5%	Sep '26
Industrials	174.42	-0.5%	0.9%	-5.8%	-0.4%	2.6%	17.6%	19.3%	13.0%	72.4%	83.6%	77.9%	117.6%	-6.5%	Aug '26
Technology	187.87	0.3%	2.3%	-0.1%	4.1%	34.8%	42.3%	24.6%	30.8%	121.8%	146.6%	121.4%	231.2%	-5.1%	Jun '26
Consumer Staples/Defensive	84.02	-0.7%	-1.8%	-1.3%	0.6%	-1.0%	7.0%	1.5%	9.5%	27.1%	32.8%	22.7%	37.3%	-5.5%	Feb '26
Healthcare	167.13	-2.5%	-3.4%	0.9%	8.6%	9.3%	22.7%	14.5%	8.9%	33.1%	34.8%	29.0%	45.9%	-4.9%	Aug '26
Utilities	43.45	0.9%	1.8%	-0.4%	-0.6%	-6.0%	7.4%	16.0%	3.1%	50.5%	45.4%	40.3%	58.2%	-7.7%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	161.13	-0.5%	0.6%	-0.2%	4.9%	13.4%	21.3%	22.4%	14.6%	77.6%	68.6%	63.6%	122.4%	-0.8%	Aug '26
MSCI Emerging Markets	68.83	0.2%	2.5%	4.9%	5.1%	18.4%	37.1%	34.0%	26.5%	91.0%	47.4%	55.1%	118.5%	-3.3%	Jun '26
FTSE Europe	91.19	-0.6%	0.3%	-1.5%	5.2%	9.7%	19.0%	35.8%	11.1%	68.3%	55.7%	53.8%	125.3%	-2.1%	Aug '26
MSCI Japan	97.96	-0.3%	2.0%	1.1%	8.3%	15.0%	27.7%	25.9%	22.0%	73.6%	51.5%	62.6%	121.4%	-0.5%	Aug '26
MSCI India	49.09	-1.6%	-1.8%	-2.5%	3.3%	-1.8%	-6.9%	2.7%	-9.2%	9.8%	7.0%	6.4%	22.2%	-16.5%	Sep '24
MSCI China	53.95	-1.7%	-1.1%	-4.6%	0.0%	-5.8%	-12.7%	31.0%	-9.6%	32.7%	-15.9%	-4.0%	46.9%	-17.9%	Oct '25
International Bond	47.39	-0.13%	0.3%	-0.9%	-0.5%	-0.9%	0.3%	2.9%	-0.1%	12.2%	-0.3%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	36.52	1.2%	0.8%	5.5%	11.3%	7.5%	38.2%	52.7%	21.5%	67.3%	85.6%	110.4%	88.7%	-2.9%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	704.07	-0.6%	0.1%	-0.9%	4.2%	13.6%	19.1%	17.8%	13.0%	78.9%	83.1%	70.8%	126.4%	-1.5%	Aug '26
US Large Growth	123.02	-0.3%	1.0%	-1.3%	0.9%	9.0%	9.6%	19.8%	4.2%	86.8%	90.0%	77.3%	155.9%	-4.4%	Jun '26
US Large Value	255.53	-0.8%	-0.6%	-0.8%	7.6%	17.6%	28.7%	15.7%	22.3%	71.6%	74.4%	65.4%	100.7%	-1.5%	Sep '26

US MidCap Blend	81.81	-0.6%	0.2%	-1.1%	4.1%	10.6%	17.1%	17.0%	13.5%	78.1%	76.5%	67.4%	116.4%	-3.1%	Aug '26
US MidCap Growth	298.97	-0.4%	0.9%	-2.4%	1.9%	9.2%	3.5%	10.7%	7.5%	50.4%	24.9%	22.8%	81.3%	-4.8%	Aug '26
US MidCap Value	206.79	-0.8%	-0.3%	-0.1%	5.8%	11.4%	22.9%	12.1%	17.8%	62.2%	60.4%	52.1%	84.0%	-2.0%	Aug '26

US Small Blend	297.76	-0.7%	0.0%	-2.7%	2.5%	11.9%	18.8%	8.9%	16.2%	58.4%	42.7%	40.0%	81.7%	-3.7%	Aug '26
US Small Growth	377.11	-0.11%	0.5%	-3.3%	1.9%	16.0%	21.9%	12.9%	16.9%	64.1%	28.2%	31.1%	86.1%	-4.7%	Aug '26
US Small Value	222.76	-0.8%	-0.1%	-1.2%	5.4%	17.2%	29.7%	12.4%	23.7%	67.6%	51.5%	44.4%	81.9%	-2.1%	Aug '26

Foreign Large Blend	107.76	-0.5%	0.7%	-0.7%	6.4%	10.6%	20.6%	31.6%	14.0%	68.3%	55.2%	56.4%	117.4%	-1.0%	Aug '26
Foreign Growth	124.02	-0.4%	0.9%	-1.7%	3.3%	7.9%	12.9%	20.7%	9.7%	45.6%	19.6%	21.3%	83.8%	-2.5%	Aug '26
Foreign Value	82.40	-0.7%	0.4%	0.2%	9.4%	13.4%	28.3%	42.2%	18.5%	92.6%	97.7%	98.4%	154.5%	-0.8%	Sep '26

Notable Income Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.08	0.02%	0.2%	0.9%	2.6%	4.8%	2.8%	3.6%	3.4%	20.3%	31.1%	29.6%	35.5%	NewNew Peak	Sep '26
Ultra Short- Janus AAA CLO	50.58	0%	0.1%	0.5%	1.2%	2.7%	4.8%	5.2%	3.2%	19.6%	27.5%	27.2%	29.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.60	-0.05%	0.2%	1.0%	2.2%	3.6%	4.8%	6.9%	2.3%	21.9%	30.5%	29.8%	36.3%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.36	0%	0.1%	0.5%	1.6%	3.3%	6.7%	8.9%	4.0%	32.6%	57.2%	53.1%	46.1%	NewNew Peak	Sep '26

Notable Equity Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	60.09	-0.5%	0.6%	-0.5%	4.2%	13.4%	18.3%	17.7%	13.1%	82.5%	118.1%	110.9%	133.0%	-1.3%	Aug '26
Int’l Min Volatility- Franklin	42.45	-0.8%	-0.6%	-0.3%	6.3%	9.7%	29.5%	27.1%	18.5%	86.5%	117.3%	111.4%	126.9%	-1.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.76	-0.5%	1.4%	-5.7%	-3.8%	9.7%	11.1%	3.0%	10.3%	65.4%	113.2%	105.8%	111.6%	-9.8%	Jun '26
Small Value- Avantis	125.32	-1.3%	-0.5%	-1.2%	3.5%	15.7%	27.4%	7.4%	23.7%	65.6%	83.1%	67.3%	92.1%	-2.7%	Aug '26
Mid Value- Pacer Cash Cows	69.97	-1.9%	-2.6%	1.7%	10.6%	11.0%	24.5%	9.0%	17.6%	46.2%	73.8%	62.4%	75.7%	-3.1%	Sep '26
Growth- S&P Momentum	150.47	0.5%	2.8%	0.5%	2.2%	26.7%	28.1%	26.6%	26.7%	160.6%	152.0%	146.0%	202.4%	-6.9%	Jun '26
Invesco S&P Quality	85.06	-0.3%	0.3%	-1.1%	-0.4%	9.6%	19.2%	13.2%	14.0%	70.0%	81.5%	69.6%	123.6%	-5.6%	Jun '26
Rotation Factor- BlackRock	69.78	-0.4%	0.6%	-0.3%	6.1%	16.0%	21.7%	20.0%	15.3%	96.6%	103.4%	94.9%	164.0%	-0.8%	Aug '26
US Min Volatility- Fidelity	71.58	-1.1%	-1.3%	-2.5%	3.9%	7.0%	11.1%	11.8%	8.1%	48.6%	55.3%	47.1%	79.4%	-2.8%	Aug '26
Derivative Income- JPMorgan	56.87	-0.6%	-0.6%	-0.6%	4.0%	1.6%	8.6%	8.1%	4.8%	30.8%	41.7%	35.8%	55.0%	-1.6%	Aug '26

Alternative Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	17.93	0.6%	0.6%	2.3%	3.6%	10.9%	12.4%	6.5%	13.4%	34.1%	46.7%	46.8%	46.3%	NewNew Peak	Sep '26
Multistrategy- AQR	15.39	0%	0.7%	3.6%	4.4%	6.7%	14.8%	16.4%	9.9%	46.9%	84.2%	80.4%	61.3%	NewNew Peak	Sep '26
Long Short- AQR	22.30	-0.4%	0.7%	2.8%	6.7%	8.1%	16.3%	34.4%	5.4%	94.0%	202.7%	172.1%	159.5%	-0.4%	Sep '26
Mkt Neutral- BlackRock	15.52	-0.5%	-0.2%	0.5%	2.8%	11.4%	19.5%	18.3%	14.5%	76.8%	92.8%	93.6%	94.3%	-0.8%	Sep '26
Multi Strategy- Variant	25.72	0%	0.1%	0.4%	1.3%	2.9%	6.5%	7.2%	3.8%	20.4%	42.6%	38.9%	30.2%	NewNew Peak	Sep '26
Long Short- First Trust	76.42	-0.5%	-0.1%	0.7%	4.4%	8.3%	12.9%	9.1%	8.0%	47.2%	62.9%	55.2%	71.6%	-0.8%	Sep '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	338.36	-0.03%	0.4%	-4.4%	-7.1%	10.6%	41.6%	66.0%	8.3%	150.5%	138.0%	135.6%	250.1%	-15.9%	May '26
Meta (Communications)	613.48	-0.5%	3.5%	3.6%	5.0%	-5.1%	-19.6%	13.1%	-6.9%	107.8%	63.7%	82.8%	385.4%	-22.1%	Aug '25
Amazon (Cyclical)	256.97	-0.6%	0.8%	-6.4%	5.2%	20.4%	7.9%	5.2%	11.3%	85.9%	47.5%	50.8%	127.6%	-9.5%	Aug '26
Tesla (Cyclical)	368.16	4.0%	3.1%	12.0%	-7.2%	-7.7%	6.1%	11.4%	-18.1%	48.2%	46.3%	-7.9%	69.5%	-24.8%	Dec '25
Procter & Gamble (Defensive)	145.58	-0.6%	-1.4%	-0.1%	-1.3%	-4.8%	-6.0%	-12.3%	3.8%	3.0%	15.0%	1.0%	29.9%	-15.0%	Dec '24
PepsiCo (Defensive)	138.45	0.6%	-0.4%	0.7%	-2.0%	-12.5%	0.7%	-1.8%	-0.6%	-12.5%	4.6%	-6.5%	-6.4%	-20.2%	May '23
Coca-Cola (Defensive)	88.36	0.3%	0.1%	1.5%	9.3%	15.1%	33.9%	15.6%	28.1%	65.5%	83.4%	70.1%	79.0%	-3.9%	Aug '26
Exxon Mobil (Energy)	160.66	0.7%	-2.1%	5.7%	8.6%	8.2%	49.4%	16.0%	36.2%	53.4%	253.9%	197.3%	86.1%	-5.1%	Mar '26
Chevron (Energy)	209.80	0.6%	-0.9%	13.4%	13.3%	12.7%	40.8%	10.1%	41.5%	42.2%	167.0%	112.5%	56.4%	-0.9%	Sep '26
JPMorgan Chase (Financial)	353.51	-1.4%	-0.8%	-1.1%	13.6%	23.1%	21.0%	37.3%	11.3%	162.6%	151.7%	146.3%	272.6%	-3.2%	Aug '26
Visa (Financial)	368.64	-1.7%	-2.6%	1.9%	13.6%	17.1%	8.0%	11.8%	5.7%	52.5%	68.3%	72.6%	113.3%	-4.0%	Aug '26
Mastercard (Financial)	570.89	-1.4%	-2.9%	1.4%	15.5%	10.6%	-1.6%	9.0%	0.5%	40.1%	67.3%	58.3%	106.0%	-4.8%	Aug '26
Bank of America (Financial)	62.39	-0.5%	0.2%	-0.7%	15.2%	31.6%	26.7%	28.0%	15.3%	136.4%	72.3%	52.0%	131.0%	-3.2%	Aug '26
UnitedHealth (Health)	400.84	0.9%	0.3%	-1.5%	-2.4%	41.4%	18.3%	-33.1%	23.1%	-11.8%	5.6%	-13.5%	-13.9%	-33.2%	Nov '24
Johnson & Johnson (Health)	269.12	-2.2%	-2.2%	4.3%	14.1%	12.1%	55.5%	47.5%	32.1%	82.5%	84.1%	79.2%	85.3%	-3.3%	Sep '26
Eli Lilly (Health)	1123.91	-2.2%	-3.1%	-5.1%	-1.7%	11.8%	50.7%	40.2%	5.1%	95.6%	390.0%	331.4%	257.3%	-12.2%	Aug '26
Union Pacific (Industrials)	288.45	-0.4%	-0.4%	-1.1%	6.8%	14.9%	36.3%	3.9%	26.6%	45.5%	53.7%	29.7%	64.5%	-6.7%	Aug '26
Honeywell (Industrials)	208.24	-0.7%	1.1%	-15.2%	-7.7%	-15.7%	0.3%	-6.4%	3.2%	21.5%	4.7%	12.4%	32.5%	-19.3%	Mar '26
Nvidia (IT)	225.73	-2.0%	0.6%	0.8%	8.4%	23.7%	32.4%	38.9%	21.2%	396.3%	921.2%	651.8%	1867.7%	-4.1%	May '26
Broadcom (IT)	368.56	3.0%	0.4%	-13.8%	-5.9%	7.0%	10.3%	50.6%	6.9%	345.6%	720.4%	502.0%	806.1%	-23.3%	Jun '26
Adobe (IT)	257.26	-3.5%	-8.1%	-3.0%	8.1%	-8.9%	-27.3%	-21.3%	-26.5%	-54.1%	-61.1%	-54.4%	-10.1%	-59.5%	Feb '24
Oracle (IT)	162.52	2.4%	11.5%	10.5%	-20.8%	8.0%	-31.9%	18.1%	-15.8%	33.3%	94.2%	97.1%	167.0%	-49.9%	Sep '25
salesforce.com (IT)	249.12	-3.9%	-3.0%	29.3%	42.4%	26.0%	-0.3%	-20.2%	-5.5%	12.8%	-2.8%	-0.8%	78.1%	-31.4%	Dec '24
Linde PLC (Materials)	468.38	-1.9%	-3.6%	-4.1%	-8.9%	-2.2%	0.3%	3.2%	10.9%	25.8%	60.3%	47.5%	81.8%	-14.0%	Jul '26
Sherwin-Williams (Materials)	326.09	-2.3%	-1.6%	-11.6%	5.2%	-1.7%	-8.9%	-3.8%	1.4%	23.4%	14.8%	0.5%	67.9%	-17.1%	Nov '24
American Tower (Real Estate)	175.73	-0.07%	1.6%	1.8%	-7.0%	-4.0%	-6.2%	-0.9%	2.1%	7.9%	-30.8%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	138.48	0.8%	1.4%	-1.2%	-5.4%	4.0%	27.7%	25.1%	10.1%	24.4%	18.7%	-3.8%	55.0%	-7.7%	Jul '26
NextEra Energy (Utilities)	83.83	0.5%	0.9%	-0.2%	-0.4%	-7.5%	23.1%	15.5%	6.7%	37.1%	11.7%	4.1%	29.1%	-13.1%	Apr '26
Duke Energy (Utilities)	121.24	0.8%	0.6%	-2.0%	-1.2%	-5.9%	4.2%	12.7%	6.1%	49.1%	40.5%	40.7%	64.6%	-7.6%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.96	-0.2%	0.2%	-0.4%	0.6%	1.6%	4.7%	9.4%	2.7%	24.3%	10.2%	11.3%	33.3%	-0.7%	Aug '26
Moderate-60% Stock	69.85	-0.3%	0.3%	-0.4%	2.8%	7.4%	13.0%	16.4%	8.8%	49.4%	38.3%	36.6%	73.5%	-0.8%	Aug '26
Mod Agg-80% Stock	56.36	-0.3%	0.5%	-0.3%	3.7%	10.2%	17.3%	19.6%	11.9%	62.7%	51.2%	48.7%	95.3%	-0.8%	Aug '26
Aggressive-90% Stock	35.05	-0.2%	0.8%	0.0%	4.6%	13.8%	22.3%	20.9%	15.8%	69.4%	55.2%	52.2%	103.3%	-0.7%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	78637.27	0.3%	1.7%	21.2%	27.6%	15.0%	-29.5%	-6.3%	-10.1%	203.6%	69.5%	69.3%	310.5%	-37.0%	Oct '25
Ethereum	2489.80	0.2%	4.1%	30.1%	52.0%	24.9%	-42.2%	-11.0%	-16.1%	52.2%	-27.4%	-33.8%	92.3%	-48.5%	Aug '25
BNB	749.35	-0.4%	8.9%	26.5%	26.4%	18.1%	-14.8%	23.1%	-13.2%	249.2%	77.9%	46.3%	176.5%	-42.8%	Oct '25
Solana	103.22	-0.1%	2.8%	40.2%	58.9%	21.5%	-52.5%	-34.2%	-17.1%	426.7%	-45.2%	-39.4%	231.2%	-60.6%	Jan '25
Bitcoin ETF	44.39	-1.9%	1.4%	20.6%	26.3%	13.4%	-29.8%	-6.4%	-10.6%	-	-	-	-	-37.7%	Oct '25
Grayscale Bitcoin (hi fee)	60.65	-1.7%	1.4%	20.6%	26.0%	12.8%	-30.6%	-7.6%	-11.3%	247.9%	79.3%	95.9%	498.9%	-38.4%	Oct '25
Bloomberg Commodities	26.18	1.0%	0.3%	9.9%	10.7%	13.1%	44.2%	14.9%	34.1%	53.6%	75.2%	70.2%	47.6%	NewNew Peak	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.26	0.3%	-0.1%	1.0%	5.0%	11.1%	11.6%	1.1%	8.8%	21.5%	177.5%	161.1%	35.5%	-0.8%	Aug '26
10yr Treasury rate	4.81	0.5%	0.2%	3.1%	6.1%	16.2%	18.0%	-9.0%	15.4%	12.9%	270.0%	195.2%	23.2%	-3.6%	Oct '23
5yr Treasury rate	4.57	0.5%	0.5%	4.8%	7.5%	22.4%	27.0%	-15.0%	22.9%	4.0%	481.1%	235.0%	11.2%	-7.8%	Oct '23
13-week T-bill	3.78	0.5%	0.1%	1.8%	3.9%	5.1%	-4.3%	-15.7%	6.4%	-28.7%	9834.2%	7022.6%	6.8%	-29.4%	Oct '23
Crude Oil	94.23	1.3%	3.5%	20.5%	6.8%	-0.6%	50.5%	-19.9%	64.1%	7.7%	38.3%	23.9%	8.0%	-16.6%	Apr '26
Gold	4421.80	0.6%	1.3%	1.9%	3.8%	-13.2%	21.4%	64.5%	2.2%	130.5%	146.0%	145.7%	164.7%	-16.9%	Jan '26
USD/EUR	0.86	-0.03%	-0.4%	-0.6%	-0.9%	-1.0%	0.6%	-11.4%	1.0%	-	1.6%	-2.2%	-16.6%	-11.9%	Jan '25
USD/JPY	153.41	-0.02%	-3.5%	-2.8%	-4.4%	-3.2%	4.1%	-0.4%	-1.9%	-	39.7%	33.2%	4.5%	-6.4%	Jul '26
S&P 500 Volatility Index	15.72	2.7%	3.4%	5.5%	-20.9%	-38.4%	4.5%	-13.8%	5.2%	13.6%	-16.4%	-5.3%	-53.2%	-70.0%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.45	0%	0.1%	0.1%	0.7%	1.1%	3.3%	6.1%	1.9%	18.9%	19.0%	19.5%	24.8%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.03	0.10%	-0.1%	-1.5%	-1.9%	-1.6%	1.5%	4.3%	-0.6%	10.6%	3.7%	3.7%	15.2%	-2.5%	Jul '26
Interm Bond- Janus MSB	44.09	-0.11%	0.0%	-0.3%	-0.4%	-1.4%	1.7%	8.8%	-0.1%	16.1%	2.6%	3.4%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	74.87	-0.09%	0.0%	-0.7%	-0.6%	-2.1%	-0.2%	8.5%	-1.1%	14.7%	-1.3%	1.0%	18.7%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.86	-0.11%	0.0%	-0.1%	0.9%	3.4%	4.7%	8.2%	3.0%	28.8%	33.8%	32.1%	38.9%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.61	-0.04%	0.3%	-0.6%	0.3%	0.5%	1.9%	8.2%	0.7%	19.1%	13.8%	14.6%	28.7%	-1.2%	Feb '26
Long Bond- Vanguard	71.59	-0.04%	0.2%	-0.6%	-2.7%	-3.8%	-2.4%	7.2%	-2.1%	12.5%	-16.2%	-13.4%	22.2%	-5.0%	Oct '25
Long CA Muni- PIMCO	9.18	0%	0.0%	-1.7%	-2.0%	-1.4%	2.3%	4.4%	-0.3%	13.1%	4.0%	3.7%	19.2%	-2.7%	Jul '26
Long Muni- iShares	55.75	0.09%	0.0%	-1.6%	-2.1%	-2.0%	1.6%	3.4%	-1.0%	9.0%	1.0%	0.9%	12.6%	-2.9%	Feb '26

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