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S&P 500

Return

69.8%

[

17.9%

annualized]

Dec 30 2022 - Mar 20 2026

-6.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

37.6%

[

10.4%

annualized]

Dec 30 2022 - Mar 20 2026

-9.1%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

39.0%

[

10.8%

annualized]

Dec 30 2022 - Mar 20 2026

-9.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 20 02:30 PM EDT, next update at 02:40 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	6520.13	-1.3%	-1.7%	-5.6%	-4.6%	-2.2%	15.1%	16.4%	-4.8%	65.0%	66.6%	35.9%	82.3%	-6.6%	Jan '26
DJIA (Large Value)	45611.45	-0.9%	-2.0%	-8.1%	-5.2%	-1.5%	8.7%	13.0%	-5.1%	41.5%	39.8%	24.7%	56.1%	-9.1%	Feb '26
Russell 2000 (Small Cap)	2448.69	-1.8%	-1.3%	-8.1%	-3.2%	0.0%	18.4%	11.3%	-1.3%	40.3%	7.0%	7.8%	45.1%	-9.9%	Jan '26
NASDAQ Comp (Tech/Growth)	21692.49	-1.8%	-1.9%	-5.2%	-6.9%	-4.1%	22.6%	20.4%	-6.7%	85.8%	64.1%	37.0%	108.2%	-9.5%	Oct '25
Aggregate Bond	98.74	-0.8%	-0.5%	-1.8%	-0.8%	0.1%	3.5%	7.2%	-0.8%	10.8%	0.9%	-0.4%	16.4%	-2.3%	Feb '26
Corp Bond	107.96	-1.1%	-0.2%	-2.9%	-1.6%	-1.6%	3.3%	7.9%	-1.7%	13.9%	0.8%	-2.9%	23.1%	-3.0%	Feb '26
High Yield Bond	79.08	-0.7%	-0.2%	-1.9%	-1.1%	-0.3%	5.1%	8.6%	-1.4%	28.3%	19.9%	14.8%	34.3%	-2.1%	Jan '26
Preferred	30.29	-1.4%	-1.2%	-4.4%	-2.6%	-3.9%	2.0%	4.9%	-2.1%	21.6%	6.2%	-0.9%	21.7%	-5.1%	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	47.03	-1.5%	-4.4%	-11.2%	4.2%	4.6%	10.7%	9.9%	3.7%	29.4%	33.2%	14.1%	46.4%	-12.3%	Feb '26
Consumer Discretionary/Cyclical	107.91	-1.6%	-2.7%	-8.1%	-11.3%	-10.3%	10.6%	7.4%	-9.6%	55.9%	35.0%	6.2%	59.7%	-13.3%	Jan '26
Financial Services	49.10	0.2%	0.4%	-6.5%	-10.2%	-8.9%	0.3%	14.9%	-10.4%	64.5%	56.4%	33.0%	71.1%	-12.9%	Jan '26
Real Estate	89.69	-2.1%	-2.7%	-5.5%	2.2%	-0.3%	2.1%	3.3%	1.4%	24.1%	19.3%	-8.8%	33.8%	-6.5%	Mar '26
Communication Services	112.25	-0.8%	-1.9%	-3.9%	-3.4%	-5.4%	17.3%	23.1%	-4.7%	109.2%	56.3%	49.6%	144.0%	-6.5%	Jan '26
Energy	59.78	0.7%	3.6%	8.9%	36.6%	37.4%	32.6%	7.9%	33.7%	68.5%	191.3%	140.8%	66.8%	New Peak	Mar '26
Industrials	161.50	-1.6%	-1.9%	-8.9%	4.0%	6.3%	23.1%	19.3%	4.1%	72.6%	80.7%	63.9%	100.4%	-9.7%	Mar '26
Technology	135.45	-2.2%	-1.0%	-3.9%	-6.2%	-2.6%	27.7%	24.6%	-5.9%	92.4%	117.3%	59.3%	138.2%	-10.8%	Oct '25
Consumer Staples/Defensive	81.60	-0.5%	-3.7%	-7.2%	4.4%	4.3%	5.6%	1.5%	5.0%	21.0%	40.1%	17.7%	31.7%	-9.3%	Feb '26
Healthcare	145.43	-0.8%	-2.9%	-7.3%	-5.7%	6.9%	0.7%	14.5%	-6.1%	19.9%	36.9%	11.3%	25.9%	-9.2%	Feb '26
Utilities	45.26	-2.8%	-3.6%	-2.3%	7.0%	8.1%	17.4%	16.0%	6.0%	47.0%	69.3%	44.2%	62.6%	-5.2%	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	136.77	-1.9%	-2.0%	-7.4%	-2.9%	0.2%	17.6%	22.4%	-3.3%	65.1%	57.7%	38.0%	87.5%	-8.0%	Feb '26
MSCI Emerging Markets	55.81	-3.1%	-1.7%	-10.5%	3.9%	6.8%	27.6%	34.0%	2.0%	59.3%	16.1%	25.1%	76.3%	-11.8%	Feb '26
FTSE Europe	79.24	-3.4%	-3.6%	-12.0%	-4.3%	1.1%	12.4%	35.8%	-5.2%	50.2%	47.5%	31.2%	92.3%	-12.4%	Feb '26
MSCI Japan	81.52	-3.0%	-2.2%	-10.9%	1.2%	4.7%	19.6%	25.9%	1.0%	57.7%	30.2%	34.6%	83.3%	-13.2%	Feb '26
MSCI India	46.63	-1.9%	-3.0%	-12.7%	-13.9%	-13.5%	-8.1%	2.7%	-13.7%	22.1%	18.2%	1.0%	16.1%	-20.6%	Sep '24
MSCI China	55.29	-2.7%	-4.3%	-9.4%	-8.8%	-13.1%	-0.3%	31.0%	-8.0%	27.8%	-27.1%	-2.3%	49.5%	-16.4%	Oct '25
International Bond	47.83	-0.6%	-0.4%	-2.2%	-0.6%	-0.4%	2.4%	2.9%	-0.8%	10.8%	0.3%	0.6%	16.4%	-2.6%	Feb '26
iShares Latin America	32.69	-3.4%	-1.4%	-11.8%	9.0%	17.4%	41.9%	52.7%	7.4%	70.0%	67.6%	85.9%	66.8%	-12.4%	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	599.01	-1.3%	-1.7%	-5.5%	-4.3%	-1.5%	16.6%	17.8%	-4.5%	71.9%	79.1%	44.5%	91.4%	-6.4%	Jan '26
US Large Growth	428.43	-1.6%	-2.2%	-5.6%	-9.5%	-8.5%	16.7%	18.3%	-9.5%	85.9%	85.2%	42.8%	109.7%	-12.8%	Oct '25
US Large Value	211.64	-1.1%	-1.4%	-6.1%	0.8%	4.9%	14.1%	15.7%	0.6%	52.1%	54.5%	36.1%	65.1%	-6.2%	Feb '26

US MidCap Blend	285.83	-1.5%	-1.1%	-6.1%	-2.0%	-1.2%	11.1%	11.6%	-1.5%	47.4%	39.1%	20.2%	60.3%	-6.9%	Feb '26
US MidCap Growth	259.96	-2.0%	-1.2%	-5.8%	-8.0%	-11.0%	5.7%	10.7%	-6.9%	42.1%	26.0%	6.4%	57.1%	-12.7%	Oct '25
US MidCap Value	181.54	-1.1%	-0.9%	-6.2%	2.2%	6.2%	14.7%	12.1%	2.3%	49.3%	48.6%	32.2%	59.9%	-6.7%	Feb '26

US Small Blend	257.67	-2.2%	-1.1%	-7.7%	-1.4%	0.7%	15.5%	8.9%	-0.1%	47.5%	27.4%	20.3%	56.1%	-8.0%	Feb '26
US Small Growth	310.05	-2.4%	-1.6%	-8.0%	-5.9%	-3.6%	17.9%	12.9%	-4.0%	44.5%	3.9%	7.6%	52.8%	-12.3%	Jan '26
US Small Value	183.41	-1.8%	-1.7%	-8.7%	-0.6%	4.3%	20.7%	12.4%	1.2%	45.2%	22.6%	18.2%	48.8%	-8.7%	Feb '26

Foreign Large Blend	93.75	-2.9%	-2.6%	-10.6%	-1.8%	2.6%	15.4%	31.6%	-2.4%	51.4%	43.4%	33.9%	86.2%	-11.3%	Feb '26
Foreign Growth	108.57	-3.1%	-3.5%	-11.6%	-4.3%	-3.0%	7.1%	20.7%	-4.7%	28.8%	17.5%	5.4%	59.6%	-12.0%	Feb '26
Foreign Value	71.32	-2.7%	-1.9%	-9.9%	0.7%	8.4%	24.0%	42.2%	-0.1%	76.1%	72.0%	67.3%	114.6%	-10.8%	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	22.92		-0.09%	0.0%	-0.2%	-1.9%	-2.0%	2.5%	3.6%	-1.6%	23.5%	26.7%	23.3%	29.0%	-2.4%	Jan '26
Ultra Short- Janus AAA CLO	50.53		0.07%	0.3%	-0.1%	0.6%	1.8%	5.0%	5.2%	0.3%	21.7%	24.6%	23.7%	25.9%	-0.2%	Jan '26
Bank Loan- Invesco	20.51		-0.1%	0.2%	-0.1%	-0.9%	0.7%	5.4%	6.9%	-1.3%	26.6%	27.8%	25.2%	31.5%	-1.6%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	0.2%	0.3%	1.3%	3.3%	7.8%	8.9%	1.0%	36.9%	60.0%	48.6%	41.9%	New Peak	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	50.92		-1.7%	-1.9%	-7.3%	-4.0%	-1.9%	16.0%	17.7%	-4.6%	76.4%	96.9%	77.9%	96.5%	-7.7%	Feb '26
Int’l Min Volatility- Franklin	38.89		-1.9%	-2.2%	-5.1%	6.1%	15.7%	24.9%	27.1%	5.6%	78.7%	106.8%	88.3%	102.2%	-6.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.04	p	EOD	1.7%	-7.3%	-2.4%	-0.4%	10.2%	3.0%	-0.9%	72.4%	89.2%	84.9%	90.1%	-9.2%	Feb '26
Small Value- Avantis	105.86		-1.5%	-0.4%	-8.4%	2.0%	6.0%	21.7%	7.4%	3.8%	55.1%	55.5%	40.5%	61.2%	-8.4%	Feb '26
Mid Value- Pacer Cash Cows	61.71		-0.7%	-0.9%	-4.0%	2.4%	8.9%	13.2%	9.0%	2.6%	45.7%	68.4%	41.7%	53.3%	-5.0%	Feb '26
Growth- S&P Momentum	114.17		-1.5%	-1.7%	-4.8%	-4.3%	-6.0%	21.9%	26.6%	-4.3%	122.6%	132.0%	85.9%	128.4%	-7.8%	Oct '25
Invesco S&P Quality	75.17		-1.1%	-1.0%	-6.5%	-0.4%	3.0%	14.0%	13.2%	0.2%	71.1%	86.3%	49.0%	96.4%	-7.1%	Feb '26
Rotation Factor- BlackRock	58.23		-1.2%	-1.7%	-5.3%	-4.2%	-1.2%	19.5%	20.0%	-4.2%	93.2%	90.9%	61.9%	119.3%	-6.0%	Feb '26
US Min Volatility- Fidelity	64.47		-1.1%	-2.2%	-5.4%	-3.1%	-1.6%	8.2%	11.8%	-3.4%	46.2%	61.4%	31.4%	60.2%	-6.1%	Feb '26
Derivative Income- JPMorgan	56.18		-0.9%	-1.6%	-5.0%	-1.1%	2.0%	6.0%	8.1%	-1.3%	33.5%	50.6%	27.9%	46.0%	-5.6%	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	16.46	p	EOD	0.5%	3.3%	4.0%	3.3%	9.2%	6.5%	4.1%	31.1%	37.4%	34.8%	34.3%	New Peak	Mar '26
Multistrategy- AQR	14.47	p	EOD	1.0%	-0.3%	3.8%	6.8%	13.0%	16.4%	3.3%	49.1%	76.7%	69.7%	51.6%	-0.9%	Feb '26
Long Short- AQR	20.55	p	EOD	0.7%	-1.9%	-3.2%	5.8%	20.2%	34.4%	-2.9%	108.1%	183.8%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.11	p	EOD	1.9%	3.2%	3.2%	8.0%	18.4%	18.3%	3.6%	65.8%	69.4%	75.2%	75.8%	New Peak	Mar '26
Multi Strategy- Variant	26.59	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	1.0%	22.3%	47.6%	35.2%	26.7%	New Peak	Mar '26
Long Short- First Trust	69.46		-0.1%	-0.1%	-2.5%	-2.3%	0.5%	9.3%	9.1%	-2.2%	45.7%	61.4%	40.5%	55.4%	-3.7%	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)	299.87	-2.4%	-0.8%	-4.8%	-2.4%	17.8%	84.7%	66.0%	-4.2%	198.5%	198.1%	108.4%	209.7%	-12.7%	Feb '26
Meta (Communications)	592.56	-2.3%	-3.4%	-9.6%	-10.1%	-23.8%	1.3%	13.1%	-10.2%	201.7%	105.7%	76.3%	368.0%	-24.9%	Aug '25
Amazon (Cyclical)	206.21	-1.2%	-0.7%	-1.9%	-9.3%	-10.9%	5.8%	5.2%	-10.7%	111.0%	34.1%	21.0%	82.7%	-18.8%	Nov '25
Tesla (Cyclical)	369.87	-2.7%	-5.5%	-10.2%	-23.1%	-13.2%	56.6%	11.4%	-17.8%	101.8%	69.4%	-7.5%	70.3%	-24.5%	Dec '25
Procter & Gamble (Defensive)	144.57	-0.2%	-4.0%	-10.1%	0.8%	-6.0%	-11.4%	-12.3%	1.6%	7.5%	28.1%	-1.2%	27.1%	-16.8%	Dec '24
PepsiCo (Defensive)	150.91	-1.2%	-5.6%	-7.7%	2.8%	8.5%	6.7%	-1.8%	6.1%	-6.0%	31.0%	-0.2%	-0.1%	-14.9%	May '23
Coca-Cola (Defensive)	74.88	-0.9%	-3.2%	-6.2%	6.9%	13.5%	9.8%	15.6%	7.1%	34.2%	69.9%	42.3%	49.7%	-8.2%	Feb '26
Exxon Mobil (Energy)	161.15	1.9%	3.2%	9.4%	39.0%	45.0%	43.8%	16.0%	34.8%	74.2%	245.5%	194.3%	84.2%	New Peak	Mar '26
Chevron (Energy)	203.42	1.0%	3.4%	10.6%	39.0%	33.0%	29.0%	10.1%	34.8%	49.4%	142.3%	102.4%	48.9%	New Peak	Mar '26
JPMorgan Chase (Financial)	287.70	-0.09%	1.5%	-7.4%	-8.9%	-7.7%	22.8%	37.3%	-10.3%	143.0%	110.6%	98.5%	200.3%	-14.0%	Jan '26
Visa (Financial)	301.92	0.7%	-1.7%	-5.9%	-13.4%	-11.3%	-10.4%	11.8%	-13.7%	41.6%	51.4%	40.8%	74.0%	-18.7%	Jun '25
Mastercard (Financial)	497.40	1.3%	-0.1%	-5.5%	-12.9%	-14.6%	-6.7%	9.0%	-12.7%	44.9%	43.6%	37.5%	78.9%	-16.7%	Aug '25
Bank of America (Financial)	47.08	0.1%	0.8%	-10.8%	-14.3%	-8.9%	13.3%	28.0%	-13.9%	83.4%	38.0%	13.5%	72.5%	-17.3%	Jan '26
UnitedHealth (Health)	279.61	-0.3%	-0.9%	-3.6%	-14.6%	-16.4%	-44.2%	-33.1%	-15.3%	-38.3%	-17.3%	-40.4%	-40.7%	-54.0%	Nov '24
Johnson & Johnson (Health)	235.82	-0.8%	-2.4%	-2.2%	14.9%	35.4%	48.7%	47.5%	14.6%	67.6%	69.7%	55.4%	60.7%	-5.1%	Mar '26
Eli Lilly (Health)	905.72	-1.3%	-8.1%	-10.3%	-15.3%	20.8%	8.3%	40.2%	-15.6%	177.6%	416.6%	246.6%	187.0%	-18.3%	Nov '25
Union Pacific (Industrials)	235.19	0.4%	-3.0%	-11.2%	0.9%	7.8%	2.5%	3.9%	2.2%	32.8%	24.9%	4.7%	32.8%	-11.9%	Mar '26
Honeywell (Industrials)	221.04	-3.5%	-5.7%	-8.9%	11.6%	13.2%	13.6%	-6.4%	13.9%	31.7%	22.0%	24.1%	46.2%	-10.9%	Mar '26
Nvidia (IT)	174.29	-2.4%	-3.3%	-8.2%	-3.7%	-1.3%	47.1%	38.9%	-6.5%	573.5%	1260.1%	479.7%	1417.4%	-15.8%	Oct '25
Broadcom (IT)	314.00	-1.8%	-2.5%	-5.6%	-7.6%	-8.6%	65.8%	50.6%	-9.3%	410.2%	630.0%	411.0%	669.1%	-23.8%	Dec '25
Adobe (IT)	247.03	0.4%	-0.9%	-4.5%	-30.6%	-32.5%	-36.6%	-21.3%	-29.4%	-31.9%	-44.0%	-56.2%	-13.7%	-61.1%	Feb '24
Oracle (IT)	149.96	-3.6%	-3.3%	1.3%	-21.7%	-51.2%	-0.8%	18.1%	-22.9%	78.8%	142.4%	80.6%	144.7%	-54.1%	Sep '25
salesforce.com (IT)	194.62	-0.2%	0.9%	5.1%	-25.1%	-21.1%	-29.8%	-20.2%	-26.5%	6.3%	-7.2%	-22.9%	38.4%	-46.7%	Dec '24
Linde PLC (Materials)	487.28	-0.5%	-1.3%	-1.9%	15.6%	2.1%	7.5%	3.2%	14.3%	49.0%	93.2%	52.0%	87.2%	-4.3%	Mar '26
Sherwin-Williams (Materials)	303.00	-2.4%	-5.2%	-15.8%	-5.4%	-12.2%	-9.0%	-3.8%	-6.3%	41.7%	34.5%	-7.1%	55.2%	-23.4%	Nov '24
American Tower (Real Estate)	177.77	-2.7%	-3.6%	-5.1%	4.1%	-6.3%	-14.1%	-0.9%	1.3%	-2.6%	-7.2%	-29.5%	7.8%	-23.0%	Sep '24
Prologis Inc. (Real Estate)	128.97	-1.6%	-1.3%	-8.9%	1.4%	14.5%	18.1%	25.1%	1.0%	18.6%	46.9%	-11.8%	42.1%	-9.6%	Mar '26
NextEra Energy (Utilities)	90.67	-1.9%	-2.3%	-1.0%	14.8%	29.3%	31.2%	15.5%	13.7%	30.3%	45.7%	11.0%	37.6%	-4.6%	Feb '26
Duke Energy (Utilities)	128.46	-1.0%	-3.5%	1.3%	12.1%	7.9%	10.7%	12.7%	10.5%	48.4%	68.2%	46.5%	71.4%	-3.7%	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	15.75	p	EOD	0.2%	-2.2%	0.1%	1.3%	7.5%	9.4%	-0.1%	21.7%	11.7%	8.2%	29.6%	-2.5%	Feb '26
Moderate-60% Stock	63.68		-1.5%	-1.4%	-5.4%	-1.8%	0.5%	12.5%	16.4%	-2.0%	41.6%	33.9%	23.0%	56.2%	-5.8%	Feb '26
Mod Agg-80% Stock	50.42	p	EOD	0.1%	-4.8%	-0.2%	2.4%	17.6%	19.6%	-0.6%	55.5%	46.2%	32.0%	73.4%	-5.4%	Feb '26
Aggressive-90% Stock	30.22	p	EOD	0.4%	-5.3%	0.6%	3.6%	19.8%	20.9%	-0.2%	57.3%	48.6%	31.3%	75.3%	-6.0%	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	69828.40	-0.12%	-1.6%	2.7%	-20.7%	-39.6%	-17.0%	-6.3%	-20.2%	151.5%	19.7%	50.3%	264.5%	-44.0%	Oct '25
Ethereum	2127.08	-0.5%	1.6%	8.0%	-28.6%	-52.4%	7.3%	-11.0%	-28.3%	22.6%	17.0%	-43.4%	64.3%	-56.0%	Aug '25
BNB	638.91	-0.06%	-2.6%	2.1%	-25.4%	-35.1%	1.4%	23.1%	-26.0%	91.9%	142.0%	24.8%	135.8%	-51.2%	Oct '25
Solana	88.72	-0.2%	0.6%	4.8%	-29.7%	-62.8%	-30.4%	-34.2%	-28.7%	300.0%	524.5%	-47.9%	184.7%	-66.1%	Jan '25
Bitcoin ETF	39.49	-0.8%	-2.2%	2.8%	-20.9%	-39.6%	-17.5%	-6.4%	-20.5%	-	-	-	-	-44.6%	Oct '25
Grayscale Bitcoin (hi fee)	54.25	-0.8%	-2.2%	2.7%	-21.2%	-39.9%	-18.4%	-7.6%	-20.6%	275.3%	13.4%	75.2%	435.7%	-44.9%	Oct '25
Bloomberg Commodities	24.01	0.4%	-0.3%	11.9%	23.8%	32.0%	31.0%	14.9%	23.0%	48.7%	82.4%	56.1%	35.4%	-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	4.95	2.0%	0.8%	4.7%	2.5%	4.1%	8.6%	1.1%	2.3%	35.1%	101.9%	145.5%	27.4%	-3.0%	Oct '23
10yr Treasury rate	4.38	2.3%	2.2%	7.1%	5.5%	5.8%	3.4%	-9.0%	5.2%	25.8%	152.8%	168.9%	12.2%	-12.2%	Oct '23
5yr Treasury rate	4.00	2.1%	3.3%	9.7%	8.4%	8.5%	-0.1%	-15.0%	7.5%	12.0%	354.4%	193.3%	-2.7%	-19.3%	Oct '23
13-week T-bill	3.62	0.2%	0.4%	0.6%	2.7%	-6.7%	-13.5%	-15.7%	2.0%	-19.0%	72260.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	97.11	1.0%	-1.6%	46.3%	71.4%	54.9%	42.3%	-19.9%	69.1%	43.6%	58.1%	27.6%	11.3%	-1.6%	Mar '26
Gold	4570.00	-0.7%	-9.5%	-9.7%	4.8%	24.5%	50.3%	64.5%	5.7%	130.9%	162.4%	154.0%	173.6%	-14.1%	Jan '26
USD/EUR	0.86	-0.9%	-0.4%	1.7%	1.3%	-	-5.7%	-11.4%	1.5%	-7.7%	3.0%	-1.7%	-16.1%	-11.5%	Jan '25
USD/JPY	159.20	-0.4%	0.0%	2.6%	2.3%	-	7.2%	-0.4%	1.8%	20.3%	46.1%	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	26.41	9.8%	-2.9%	38.3%	77.1%	70.9%	33.4%	-13.8%	76.7%	9.4%	26.1%	59.1%	-21.3%	-49.5%	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	50.56		-0.2%	-0.2%	-0.9%	0.1%	1.1%	4.3%	6.1%	-0.1%	19.1%	18.0%	17.1%	22.3%	-1.1%	Feb '26
Interm Muni- JPMorgan	50.12		-0.6%	-0.8%	-1.7%	-0.3%	0.7%	3.2%	4.3%	-0.5%	10.3%	6.5%	3.8%	15.3%	-2.0%	Feb '26
Interm Bond- Janus MSB	45.12		-0.7%	-0.7%	-2.0%	-0.7%	0.8%	4.6%	8.8%	-0.8%	12.9%	2.8%	2.7%	19.4%	-2.5%	Feb '26
Interm Bond- Vanguard	76.75		-0.8%	-0.5%	-2.0%	-1.1%	-0.2%	4.3%	8.5%	-1.1%	12.3%	2.3%	1.0%	18.6%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.3%	-0.5%	0.2%	1.2%	6.3%	8.2%	-0.1%	30.0%	35.3%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.49		-1.0%	-0.7%	-3.4%	-1.9%	-1.2%	3.7%	8.2%	-2.1%	16.8%	12.4%	11.3%	25.1%	-3.5%	Feb '26
Long Bond- Vanguard	73.72		-1.7%	-0.1%	-4.2%	-2.4%	-3.2%	1.5%	7.2%	-2.4%	9.8%	-7.1%	-13.7%	21.8%	-5.3%	Oct '25
Long CA Muni- PIMCO	9.41	p	EOD	-0.1%	-1.3%	0.3%	1.2%	2.7%	3.3%	-0.1%	10.7%	3.1%	0.1%	15.0%	-1.7%	Feb '26
Long Muni- iShares	56.88		-0.7%	-1.0%	-2.1%	-0.5%	0.9%	3.3%	3.4%	-0.8%	8.4%	3.2%	1.2%	12.9%	-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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