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S&P 500

Return

71.5%

[

18.0%

annualized]

Dec 30 2022 - Apr 01 2026

-5.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.8%

[

11.1%

annualized]

Dec 30 2022 - Apr 01 2026

-7.0%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.8%

[

11.8%

annualized]

Dec 30 2022 - Apr 01 2026

-6.8%

Below
Peak
Jan '26

Performance Range:

As of Apr 01 02:10 PM EDT, next update at 02:20 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	6585.47	0.9%	-0.1%	-4.3%	-3.8%	-1.9%	16.9%	16.4%	-3.8%	60.3%	63.8%	37.3%	84.1%	-5.6%	Jan '26
DJIA (Large Value)	46658.05	0.7%	0.5%	-4.7%	-2.9%	0.5%	11.1%	13.0%	-2.9%	40.2%	40.7%	27.5%	59.7%	-7.0%	Feb '26
Russell 2000 (Small Cap)	2533.21	1.5%	-0.1%	-3.8%	2.1%	3.7%	25.9%	11.3%	2.1%	40.5%	12.4%	11.5%	50.1%	-6.8%	Jan '26
NASDAQ Comp (Tech/Growth)	21871.90	1.3%	-0.3%	-3.5%	-5.9%	-3.9%	25.3%	20.4%	-5.9%	79.0%	62.3%	38.1%	110.0%	-8.7%	Oct '25
Aggregate Bond	99.04	-0.2%	-0.1%	-2.0%	-0.2%	0.5%	3.7%	7.2%	-0.2%	10.9%	0.9%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	108.70	-0.3%	0.0%	-2.3%	-0.6%	-0.7%	4.2%	7.9%	-0.6%	13.0%	0.2%	-1.9%	24.4%	-2.4%	Feb '26
High Yield Bond	79.36	-0.3%	-0.1%	-1.2%	-0.6%	0.4%	6.4%	8.6%	-0.6%	25.3%	19.1%	15.7%	35.5%	-1.5%	Feb '26
Preferred	30.36	0.1%	-0.8%	-3.2%	-1.3%	-2.4%	4.9%	4.9%	-1.3%	17.2%	5.3%	-0.1%	22.7%	-4.5%	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	50.49	1.1%	2.2%	-5.0%	11.8%	15.0%	19.3%	9.9%	11.8%	32.8%	40.3%	23.0%	57.9%	-5.4%	Feb '26
Consumer Discretionary/Cyclical	109.99	0.9%	-0.7%	-5.7%	-7.7%	-8.4%	11.1%	7.4%	-7.7%	50.7%	35.2%	8.4%	63.1%	-11.5%	Jan '26
Financial Services	49.53	0.3%	0.4%	-3.2%	-9.1%	-6.4%	1.1%	14.9%	-9.1%	61.7%	56.7%	34.9%	73.5%	-11.7%	Jan '26
Real Estate	89.06	0.4%	1.4%	-5.9%	1.7%	-0.8%	2.2%	3.3%	1.7%	21.1%	15.2%	-8.5%	34.3%	-6.2%	Mar '26
Communication Services	111.39	0.5%	0.0%	-5.3%	-5.1%	-3.9%	16.8%	23.1%	-5.1%	98.5%	57.1%	48.9%	142.9%	-6.9%	Jan '26
Energy	58.66	-4.2%	-3.2%	5.6%	32.1%	33.3%	28.8%	7.9%	32.1%	56.1%	180.2%	137.8%	64.7%	-6.2%	Mar '26
Industrials	165.20	2.1%	0.1%	-6.5%	6.8%	8.1%	27.0%	19.3%	6.8%	70.7%	80.4%	68.1%	105.6%	-7.4%	Mar '26
Technology	135.05	1.6%	-1.3%	-2.6%	-6.1%	-4.8%	30.6%	24.6%	-6.1%	82.6%	107.1%	59.0%	137.8%	-10.9%	Oct '25
Consumer Staples/Defensive	81.53	-0.5%	0.0%	-8.9%	5.5%	5.6%	2.4%	1.5%	5.5%	18.4%	36.7%	18.2%	32.3%	-8.9%	Feb '26
Healthcare	148.16	1.1%	1.3%	-7.1%	-3.9%	4.1%	5.2%	14.5%	-3.9%	20.3%	37.9%	13.8%	28.8%	-7.1%	Feb '26
Utilities	46.13	0.5%	1.9%	-2.7%	8.8%	6.3%	20.0%	16.0%	8.8%	49.4%	67.7%	48.0%	66.9%	-2.7%	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	139.85	1.1%	0.4%	-5.1%	-1.2%	1.5%	21.7%	22.4%	-1.2%	61.8%	58.4%	41.1%	91.8%	-5.9%	Feb '26
MSCI Emerging Markets	57.36	1.0%	-0.1%	-8.3%	4.8%	8.1%	34.0%	34.0%	4.8%	56.6%	19.8%	28.6%	81.1%	-9.4%	Feb '26
FTSE Europe	83.64	1.5%	2.3%	-6.8%	0.5%	5.1%	22.6%	35.8%	0.5%	51.6%	53.8%	39.1%	103.9%	-7.1%	Feb '26
MSCI Japan	86.77	2.8%	2.4%	-6.1%	7.5%	12.3%	33.1%	25.9%	7.5%	61.6%	41.7%	43.2%	95.1%	-7.7%	Feb '26
MSCI India	46.91	0.1%	-1.1%	-10.3%	-13.2%	-10.5%	-8.1%	2.7%	-13.2%	20.3%	19.1%	1.6%	16.8%	-20.2%	Sep '24
MSCI China	56.11	-0.12%	-1.0%	-5.0%	-6.6%	-14.3%	5.1%	31.0%	-6.6%	21.8%	-24.2%	-0.9%	51.7%	-15.2%	Oct '25
International Bond	48.03	-0.05%	-0.1%	-2.2%	-0.2%	0.1%	2.5%	2.9%	-0.2%	11.9%	0.8%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	35.81	0.8%	2.9%	-1.8%	17.6%	29.0%	57.1%	52.7%	17.6%	76.3%	87.8%	103.7%	82.7%	-4.0%	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	603.12	0.9%	-0.4%	-4.4%	-3.8%	-1.6%	18.0%	17.8%	-3.8%	66.4%	75.3%	45.5%	92.7%	-5.7%	Jan '26
US Large Growth	430.87	1.0%	-0.3%	-4.2%	-8.9%	-8.4%	18.9%	18.3%	-8.9%	79.2%	79.9%	43.7%	111.1%	-12.2%	Oct '25
US Large Value	215.38	0.8%	0.2%	-4.1%	2.8%	6.6%	16.6%	15.7%	2.8%	49.8%	55.2%	39.0%	68.7%	-4.1%	Feb '26

US MidCap Blend	289.49	0.8%	-0.5%	-5.5%	-0.3%	-1.0%	12.8%	11.6%	-0.3%	43.4%	38.6%	21.7%	62.4%	-5.7%	Feb '26
US MidCap Growth	261.30	1.5%	-0.8%	-6.2%	-6.4%	-10.9%	6.6%	10.7%	-6.4%	36.7%	23.5%	7.0%	57.9%	-12.2%	Oct '25
US MidCap Value	184.77	0.3%	-0.3%	-4.9%	4.2%	6.7%	16.8%	12.1%	4.2%	46.7%	50.8%	34.6%	62.7%	-5.0%	Feb '26

US Small Blend	264.47	1.0%	-0.6%	-4.6%	2.5%	4.1%	20.1%	8.9%	2.5%	45.3%	30.5%	23.5%	60.3%	-5.5%	Feb '26
US Small Growth	317.86	1.3%	-1.1%	-5.2%	-1.6%	-0.4%	24.9%	12.9%	-1.6%	43.0%	7.6%	10.4%	56.7%	-10.1%	Jan '26
US Small Value	191.45	1.0%	0.1%	-2.8%	5.9%	8.8%	29.1%	12.4%	5.9%	47.8%	30.5%	23.7%	55.8%	-4.5%	Feb '26

Foreign Large Blend	98.75	1.7%	2.2%	-6.3%	2.8%	6.8%	25.0%	31.6%	2.8%	52.2%	50.2%	41.1%	96.1%	-6.5%	Feb '26
Foreign Growth	113.89	2.3%	1.6%	-7.4%	0.0%	0.6%	16.7%	20.7%	0.0%	28.8%	21.4%	10.5%	67.5%	-7.7%	Feb '26
Foreign Value	75.45	1.5%	2.7%	-5.4%	5.7%	13.1%	33.6%	42.2%	5.7%	78.0%	82.4%	77.0%	127.0%	-5.6%	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	22.88		-0.5%	-0.3%	1.0%	-1.3%	-1.3%	2.1%	3.6%	-1.3%	21.2%	28.1%	23.7%	29.4%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.38		0.01%	-0.4%	0.0%	0.3%	1.6%	4.5%	5.2%	0.3%	21.4%	24.6%	23.7%	26.0%	-0.4%	Mar '26
Bank Loan- Invesco	20.44		0.1%	-0.3%	1.7%	-1.1%	0.9%	5.7%	6.9%	-1.1%	24.6%	27.9%	25.5%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	-0.1%	0.3%	1.0%	3.1%	7.6%	8.9%	1.0%	36.4%	58.8%	48.6%	41.9%	-0.1%	Mar '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	51.92		1.2%	0.2%	-4.3%	-2.5%	0.4%	20.2%	17.7%	-2.5%	73.0%	98.4%	81.9%	100.9%	-5.7%	Feb '26
Int’l Min Volatility- Franklin	40.64		0.2%	1.9%	-1.9%	10.8%	19.4%	32.1%	27.1%	10.8%	80.9%	114.3%	97.6%	112.2%	-1.9%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.95	p	EOD	-2.2%	-7.0%	-1.3%	-0.6%	12.3%	3.0%	-1.3%	64.7%	87.7%	84.2%	89.4%	-9.5%	Feb '26
Small Value- Avantis	110.93		0.4%	0.2%	-1.6%	9.1%	11.7%	28.8%	7.4%	9.1%	57.5%	64.6%	47.6%	69.4%	-3.7%	Feb '26
Mid Value- Pacer Cash Cows	62.33		-0.4%	0.0%	-3.7%	3.9%	9.2%	16.6%	9.0%	3.9%	41.0%	67.9%	43.6%	55.3%	-3.7%	Feb '26
Growth- S&P Momentum	114.71		2.3%	-0.5%	-3.7%	-3.6%	-4.4%	24.2%	26.6%	-3.6%	116.4%	125.9%	87.3%	130.2%	-7.1%	Oct '25
Invesco S&P Quality	76.04		1.1%	-0.6%	-5.7%	1.7%	3.8%	16.3%	13.2%	1.7%	66.9%	82.2%	51.3%	99.4%	-5.7%	Feb '26
Rotation Factor- BlackRock	58.79		1.0%	-0.3%	-3.4%	-3.1%	-0.2%	21.4%	20.0%	-3.1%	86.6%	89.1%	63.9%	122.0%	-4.8%	Feb '26
US Min Volatility- Fidelity	65.00		0.6%	0.3%	-4.6%	-2.2%	-0.7%	8.7%	11.8%	-2.2%	43.0%	57.8%	33.0%	62.3%	-4.9%	Feb '26
Derivative Income- JPMorgan	56.49		-0.3%	-0.4%	-5.1%	-0.1%	2.6%	7.4%	8.1%	-0.1%	31.1%	48.2%	29.3%	47.7%	-5.1%	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	16.36	p	EOD	-0.2%	2.1%	3.5%	2.5%	9.7%	6.5%	3.5%	28.6%	37.4%	34.0%	33.5%	-1.4%	Mar '26
Multistrategy- AQR	14.46	p	EOD	0.3%	-1.0%	3.2%	6.0%	12.0%	16.4%	3.2%	48.1%	75.4%	69.5%	51.5%	-1.0%	Feb '26
Long Short- AQR	20.53	p	EOD	-0.2%	-2.4%	-3.0%	4.5%	19.5%	34.4%	-3.0%	103.2%	176.5%	150.5%	138.9%	-3.6%	Dec '25
Mkt Neutral- BlackRock	15.10	p	EOD	-0.9%	0.9%	3.6%	7.9%	16.3%	18.3%	3.6%	66.7%	70.1%	75.1%	75.7%	-0.9%	Mar '26
Multi Strategy- Variant	26.05	p	EOD	0.1%	0.6%	1.3%	3.1%	6.7%	7.2%	1.3%	22.0%	47.5%	35.5%	27.0%	New Peak	Mar '26
Long Short- First Trust	70.58		0.3%	0.7%	-0.9%	-0.6%	0.9%	11.3%	9.1%	-0.6%	44.6%	61.0%	42.8%	57.9%	-2.1%	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)	298.45	3.8%	2.6%	-4.2%	-4.6%	22.0%	90.7%	66.0%	-4.6%	190.1%	182.6%	107.5%	208.4%	-13.1%	Feb '26
Meta (Communications)	584.69	2.2%	-1.7%	-9.7%	-11.3%	-18.4%	0.1%	13.1%	-11.3%	178.0%	97.3%	74.1%	362.2%	-25.8%	Aug '25
Amazon (Cyclical)	211.58	1.6%	-0.1%	0.8%	-8.3%	-4.1%	10.1%	5.2%	-8.3%	104.8%	33.9%	24.2%	87.4%	-16.7%	Nov '25
Tesla (Cyclical)	379.22	2.0%	-1.7%	-5.8%	-15.7%	-17.5%	41.3%	11.4%	-15.7%	82.8%	71.9%	-5.2%	74.6%	-22.6%	Dec '25
Procter & Gamble (Defensive)	144.05	-0.3%	0.1%	-13.8%	1.2%	-4.6%	-13.2%	-12.3%	1.2%	4.6%	21.7%	-1.6%	26.7%	-17.1%	Dec '24
PepsiCo (Defensive)	154.52	-0.5%	1.8%	-8.2%	8.6%	10.0%	7.4%	-1.8%	8.6%	-6.2%	27.7%	2.2%	2.2%	-12.8%	May '23
Coca-Cola (Defensive)	76.11	0.07%	1.1%	-6.0%	9.6%	15.6%	9.0%	15.6%	9.6%	34.2%	68.2%	45.6%	53.2%	-6.0%	Feb '26
Exxon Mobil (Energy)	161.00	-5.1%	-1.4%	5.6%	34.7%	46.0%	39.9%	16.0%	34.7%	62.6%	239.8%	194.0%	84.0%	-6.1%	Mar '26
Chevron (Energy)	196.24	-5.2%	-4.3%	5.1%	30.0%	29.6%	21.7%	10.1%	30.0%	36.6%	128.5%	95.3%	43.7%	-7.1%	Mar '26
JPMorgan Chase (Financial)	294.94	0.3%	-0.2%	-1.8%	-8.1%	-4.2%	23.5%	37.3%	-8.1%	143.0%	117.9%	103.5%	207.9%	-11.9%	Jan '26
Visa (Financial)	299.04	-1.1%	-1.9%	-6.6%	-14.6%	-13.7%	-13.0%	11.8%	-14.6%	35.7%	43.1%	39.5%	72.3%	-19.4%	Jun '25
Mastercard (Financial)	493.82	-1.2%	-1.8%	-4.5%	-13.4%	-13.7%	-9.5%	9.0%	-13.4%	38.3%	39.9%	36.5%	77.6%	-17.3%	Aug '25
Bank of America (Financial)	49.15	0.8%	0.8%	-0.8%	-10.1%	-2.0%	21.1%	28.0%	-10.1%	85.7%	40.5%	18.5%	80.1%	-13.7%	Jan '26
UnitedHealth (Health)	273.93	1.2%	1.3%	-5.9%	-16.4%	-20.2%	-46.2%	-33.1%	-16.4%	-38.5%	-18.7%	-41.2%	-41.5%	-54.6%	Nov '24
Johnson & Johnson (Health)	244.21	-0.09%	1.8%	-1.7%	18.6%	32.8%	63.8%	47.5%	18.6%	72.3%	72.7%	60.9%	66.4%	-1.7%	Mar '26
Eli Lilly (Health)	965.99	5.0%	5.4%	-8.2%	-10.0%	17.4%	20.9%	40.2%	-10.0%	187.6%	448.1%	269.6%	206.1%	-12.8%	Nov '25
Union Pacific (Industrials)	244.00	0.6%	1.1%	-7.9%	6.0%	5.1%	5.3%	3.9%	6.0%	29.9%	24.0%	8.6%	37.8%	-8.6%	Mar '26
Honeywell (Industrials)	228.70	1.2%	1.3%	-6.1%	17.8%	16.7%	16.1%	-6.4%	17.8%	35.4%	24.0%	28.4%	51.3%	-7.8%	Mar '26
Nvidia (IT)	175.60	0.7%	-1.7%	-0.9%	-5.8%	-6.2%	59.5%	38.9%	-5.8%	532.7%	1174.5%	484.1%	1428.9%	-15.2%	Oct '25
Broadcom (IT)	312.40	0.9%	-2.0%	-2.0%	-9.5%	-5.9%	86.9%	50.6%	-9.5%	406.7%	625.5%	409.5%	666.8%	-24.0%	Dec '25
Adobe (IT)	242.28	-0.3%	2.1%	-7.7%	-30.8%	-29.5%	-36.8%	-21.3%	-30.8%	-37.1%	-49.9%	-57.1%	-15.3%	-61.8%	Feb '24
Oracle (IT)	145.49	-1.1%	-0.4%	0.1%	-25.2%	-49.4%	3.5%	18.1%	-25.2%	62.3%	117.0%	75.2%	137.4%	-55.5%	Sep '25
salesforce.com (IT)	185.98	-0.4%	2.2%	-4.5%	-29.8%	-21.0%	-30.7%	-20.2%	-29.8%	-5.8%	-13.9%	-26.3%	32.3%	-49.1%	Dec '24
Linde PLC (Materials)	492.57	-0.6%	0.0%	-2.7%	15.9%	6.3%	6.9%	3.2%	15.9%	44.1%	87.8%	54.1%	89.9%	-3.0%	Mar '26
Sherwin-Williams (Materials)	326.29	1.8%	1.3%	-9.8%	0.9%	-3.9%	-6.1%	-3.8%	0.9%	49.1%	36.6%	0.0%	67.2%	-17.5%	Nov '24
American Tower (Real Estate)	170.53	-1.2%	1.9%	-11.1%	-2.9%	-10.9%	-19.6%	-0.9%	-2.9%	-7.6%	-17.7%	-32.4%	3.4%	-26.1%	Sep '24
Prologis Inc. (Real Estate)	133.29	0.8%	2.3%	-5.8%	5.3%	16.3%	23.8%	25.1%	5.3%	17.5%	41.6%	-8.1%	48.1%	-5.9%	Mar '26
NextEra Energy (Utilities)	92.81	-0.08%	1.8%	-1.0%	16.4%	19.6%	34.8%	15.5%	16.4%	31.4%	39.4%	13.6%	40.9%	-2.3%	Feb '26
Duke Energy (Utilities)	130.72	-0.2%	2.0%	-0.1%	12.5%	8.7%	11.8%	12.7%	12.5%	52.3%	64.9%	49.1%	74.5%	-2.1%	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	15.58	p	EOD	-0.1%	-2.8%	-0.4%	0.7%	7.1%	9.4%	-0.4%	20.0%	10.6%	7.8%	29.2%	-2.8%	Feb '26
Moderate-60% Stock	64.80		0.7%	0.4%	-3.8%	-0.3%	1.7%	15.2%	16.4%	-0.3%	40.2%	34.7%	25.2%	58.9%	-4.2%	Feb '26
Mod Agg-80% Stock	50.07	p	EOD	-0.7%	-5.6%	-1.3%	1.1%	18.0%	19.6%	-1.3%	49.2%	43.3%	31.1%	72.2%	-6.0%	Feb '26
Aggressive-90% Stock	29.98	p	EOD	-0.9%	-6.0%	-1.0%	2.0%	20.6%	20.9%	-1.0%	50.0%	45.2%	30.2%	73.9%	-6.7%	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	68012.03	-0.3%	-4.6%	3.2%	-22.3%	-42.7%	-20.1%	-6.3%	-22.3%	138.8%	15.1%	46.4%	255.0%	-45.5%	Oct '25
Ethereum	2129.23	1.2%	-1.8%	10.3%	-28.2%	-51.1%	11.7%	-11.0%	-28.2%	16.9%	7.7%	-43.4%	64.4%	-55.9%	Aug '25
BNB	613.26	-0.6%	-5.3%	-0.1%	-29.0%	-40.2%	0.3%	23.1%	-29.0%	93.4%	82.9%	19.7%	126.3%	-53.2%	Oct '25
Solana	84.04	1.1%	-8.4%	2.6%	-32.5%	-62.1%	-33.7%	-34.2%	-32.5%	297.0%	340.4%	-50.6%	169.7%	-67.9%	Jan '25
Bitcoin ETF	38.55	0.3%	-4.0%	3.7%	-22.4%	-42.2%	-20.2%	-6.4%	-22.4%	-	-	-	-	-45.9%	Oct '25
Grayscale Bitcoin (hi fee)	52.94	0.3%	-4.1%	3.5%	-22.6%	-42.6%	-21.2%	-7.6%	-22.6%	258.2%	15.2%	71.0%	422.8%	-46.2%	Oct '25
Bloomberg Commodities	24.06	-0.9%	2.6%	10.3%	23.2%	29.2%	30.4%	14.9%	23.2%	44.7%	84.5%	56.4%	35.6%	-0.9%	Mar '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	4.90	0.2%	0.1%	5.8%	1.3%	4.0%	8.5%	1.1%	1.3%	32.9%	109.5%	143.2%	26.2%	-3.9%	Oct '23
10yr Treasury rate	4.32	0.1%	-0.3%	9.0%	3.7%	5.1%	3.9%	-9.0%	3.7%	23.6%	157.1%	165.2%	10.6%	-13.5%	Oct '23
5yr Treasury rate	3.95	0.08%	-0.6%	12.4%	6.1%	7.3%	1.0%	-15.0%	6.1%	9.3%	335.3%	189.2%	-4.0%	-20.4%	Oct '23
13-week T-bill	3.61	0.1%	-0.4%	0.8%	1.6%	-6.2%	-14.2%	-15.7%	1.6%	-21.4%	44962.5%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	99.33	-2.0%	10.0%	48.2%	73.0%	60.8%	39.5%	-19.9%	73.0%	31.3%	61.6%	30.6%	13.8%	-3.5%	Mar '26
Gold	4799.90	3.3%	5.5%	-8.2%	11.0%	24.1%	53.9%	64.5%	11.0%	143.8%	178.0%	166.8%	187.4%	-9.7%	Jan '26
USD/EUR	0.86	-1.2%	0.2%	1.8%	1.3%	1.2%	-6.9%	-11.4%	1.3%	-	1.6%	-1.9%	-16.3%	-11.7%	Jan '25
USD/JPY	158.74	-0.7%	0.0%	1.8%	1.5%	7.9%	6.0%	-0.4%	1.5%	-	43.5%	37.9%	8.2%	-1.8%	Jul '24
S&P 500 Volatility Index	23.77	-5.9%	-6.2%	19.7%	59.0%	45.9%	9.2%	-13.8%	59.0%	27.1%	37.2%	43.2%	-29.2%	-54.6%	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	50.60		0.04%	0.0%	-0.6%	0.3%	1.4%	4.6%	6.1%	0.3%	19.1%	18.4%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	49.99		-0.01%	0.0%	-2.3%	-0.4%	0.8%	3.3%	4.3%	-0.4%	9.5%	6.0%	3.8%	15.3%	-2.3%	Feb '26
Interm Bond- Janus MSB	45.24		0.1%	-0.1%	-2.3%	-0.1%	1.4%	4.9%	8.8%	-0.1%	12.9%	3.4%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.93		-0.3%	-0.2%	-2.3%	-0.5%	0.2%	4.4%	8.5%	-0.5%	12.1%	2.4%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.86	p	EOD	-0.8%	-0.8%	-0.7%	0.5%	6.0%	8.2%	-0.7%	29.3%	34.0%	27.4%	33.9%	-1.6%	Jan '26
Int’l Bond- JPMorgan	47.78		-0.08%	-0.2%	-2.9%	-1.1%	-0.2%	4.6%	8.2%	-1.1%	16.2%	13.5%	12.5%	26.3%	-2.9%	Feb '26
Long Bond- Vanguard	74.56		-0.2%	0.0%	-3.1%	-0.8%	-1.8%	3.3%	7.2%	-0.8%	9.3%	-8.6%	-12.3%	23.8%	-3.8%	Oct '25
Long CA Muni- PIMCO	9.35	p	EOD	0.3%	-2.3%	-0.7%	0.3%	2.3%	3.3%	-0.7%	8.9%	1.9%	-0.5%	14.3%	-2.3%	Feb '26
Long Muni- iShares	56.85		-0.02%	0.2%	-2.4%	-0.6%	1.0%	3.8%	3.4%	-0.6%	7.5%	2.9%	1.4%	13.1%	-2.4%	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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