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S&P 500

Return

61.6%

[

19.9%

annualized]

Dec 29 2023 - Aug 19 2026

DJIA (Large Value)

Return

41.9%

[

14.2%

annualized]

Dec 29 2023 - Aug 19 2026

Russell 2000 (Small Cap)

Return

49.6%

[

16.5%

annualized]

Dec 29 2023 - Aug 19 2026

Performance Range:

As of Aug 19 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	7707.98	0.2%	-1.2%	3.6%	3.7%	11.6%	20.5%	16.4%	12.6%	76.4%	73.5%	60.7%	115.5%	-1.2%	Aug '26
DJIA (Large Value)	53463.05	0.2%	-0.7%	3.1%	6.9%	7.7%	19.0%	13.0%	11.2%	55.0%	52.2%	46.1%	83.0%	-1.6%	Aug '26
Russell 2000 (Small Cap)	3032.94	0.5%	-0.7%	3.1%	7.7%	13.9%	33.6%	11.3%	22.2%	63.1%	39.9%	33.5%	79.7%	-1.2%	Aug '26
NASDAQ Comp (Tech/Growth)	26331.09	0.2%	-1.8%	3.2%	0.2%	15.1%	24.4%	20.4%	13.3%	98.1%	78.9%	66.3%	152.8%	-2.8%	Jun '26
Aggregate Bond	97.82	0.5%	0.1%	0.2%	0.6%	-1.1%	2.7%	7.2%	0.2%	14.6%	-1.1%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	106.57	0.7%	0.0%	-0.1%	-0.1%	-2.3%	1.6%	7.9%	-0.7%	17.0%	-4.0%	-1.9%	24.4%	-2.4%	Feb '26
High Yield Bond	79.71	0.2%	-0.1%	0.5%	1.3%	1.4%	5.2%	8.6%	2.3%	28.4%	20.7%	19.2%	39.5%	-0.1%	Aug '26
Preferred	30.59	0.5%	-1.0%	1.4%	-0.3%	-1.2%	2.6%	4.9%	1.8%	21.8%	4.7%	3.0%	26.4%	-2.2%	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	52.52	1.4%	0.4%	5.0%	6.0%	0.0%	18.7%	9.9%	16.8%	37.6%	38.4%	28.4%	64.9%	-1.4%	Aug '26
Consumer Discretionary/Cyclical	118.59	1.9%	0.1%	3.5%	0.8%	1.4%	5.0%	7.4%	-0.3%	49.4%	39.1%	17.1%	76.2%	-4.4%	Jan '26
Financial Services	57.48	-0.6%	-1.3%	2.6%	11.7%	10.5%	10.4%	14.9%	5.9%	77.3%	66.3%	57.1%	102.1%	-1.3%	Aug '26
Real Estate	98.61	1.0%	0.0%	-0.9%	3.1%	6.0%	12.9%	3.3%	13.6%	38.0%	12.1%	2.2%	50.0%	-2.3%	Jul '26
Communication Services	111.32	0.8%	-1.1%	0.5%	-3.9%	-4.1%	2.6%	23.1%	-4.9%	76.9%	41.6%	49.2%	143.4%	-6.8%	Jan '26
Energy	63.58	-0.2%	4.1%	9.7%	7.1%	17.5%	52.8%	7.9%	44.2%	57.6%	232.1%	159.7%	79.8%	-0.2%	Aug '26
Industrials	181.95	-0.9%	-2.1%	2.2%	6.8%	3.2%	21.9%	19.3%	17.9%	78.8%	91.1%	85.6%	127.0%	-2.4%	Aug '26
Technology	183.64	-1.1%	-3.7%	4.5%	3.8%	30.7%	42.1%	24.6%	27.9%	127.1%	144.8%	116.4%	223.7%	-7.2%	Jun '26
Consumer Staples/Defensive	86.54	1.1%	0.6%	2.0%	1.9%	-0.3%	6.9%	1.5%	12.8%	28.6%	35.7%	26.4%	41.4%	-2.6%	Feb '26
Healthcare	175.68	3.5%	4.3%	10.3%	19.9%	13.0%	30.0%	14.5%	14.5%	38.3%	39.9%	35.6%	53.4%	NewNew Peak	Aug '26
Utilities	44.02	0%	0.0%	-2.0%	-0.5%	-3.7%	5.0%	16.0%	4.5%	51.7%	46.3%	42.1%	60.3%	-6.5%	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	160.70	0.4%	-1.1%	4.0%	4.3%	9.6%	23.1%	22.4%	14.3%	80.2%	71.9%	63.2%	121.8%	-1.1%	Aug '26
MSCI Emerging Markets	66.11	1.2%	-0.9%	4.0%	1.5%	6.6%	35.5%	34.0%	21.5%	85.0%	50.3%	49.0%	109.9%	-7.2%	Jun '26
FTSE Europe	92.23	0.7%	-0.2%	5.2%	5.9%	4.3%	19.7%	35.8%	12.3%	69.6%	58.2%	55.5%	127.9%	-0.4%	Aug '26
MSCI Japan	94.78	-0.6%	-3.7%	4.8%	4.5%	4.2%	24.2%	25.9%	18.0%	74.4%	60.3%	57.3%	114.2%	-3.7%	Aug '26
MSCI India	49.54	0.3%	-0.9%	2.0%	3.2%	-7.3%	-7.9%	2.7%	-8.3%	15.2%	15.0%	7.3%	23.3%	-15.7%	Sep '24
MSCI China	55.39	0.9%	1.8%	2.4%	-1.5%	-8.6%	-5.8%	31.0%	-7.2%	38.0%	-5.8%	-1.5%	50.8%	-15.7%	Oct '25
International Bond	47.74	0.3%	-0.4%	0.1%	0.3%	-1.2%	1.3%	2.9%	0.4%	13.2%	-0.4%	1.8%	17.9%	-1.6%	Feb '26
iShares Latin America	33.67	1.3%	0.7%	-1.7%	-2.7%	-8.0%	35.1%	52.7%	12.0%	51.8%	71.1%	94.0%	74.0%	-10.5%	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	706.91	0.2%	-1.1%	3.6%	4.0%	12.2%	21.9%	17.8%	13.4%	83.3%	86.1%	71.5%	127.3%	-1.1%	Aug '26
US Large Growth	122.67	-0.3%	-2.4%	2.7%	-1.5%	8.3%	12.5%	19.8%	3.9%	93.5%	94.6%	76.8%	155.2%	-4.7%	Jun '26
US Large Value	258.77	0.8%	0.0%	4.8%	11.0%	15.7%	32.1%	15.7%	23.9%	74.3%	76.9%	67.5%	103.3%	NewNew Peak	Aug '26

US MidCap Blend	83.07	-0.05%	-1.4%	3.9%	8.1%	9.9%	20.3%	17.0%	15.3%	82.7%	83.1%	70.0%	119.8%	-1.6%	Aug '26
US MidCap Growth	305.67	-0.3%	-2.5%	4.3%	6.9%	11.1%	8.2%	10.7%	9.9%	57.2%	31.3%	25.6%	85.4%	-2.7%	Aug '26
US MidCap Value	208.97	0.00%	-0.6%	3.7%	9.1%	9.1%	24.6%	12.1%	19.0%	63.7%	64.2%	53.7%	85.9%	-1.0%	Aug '26

US Small Blend	305.95	0.8%	-0.8%	4.0%	7.8%	10.3%	26.6%	8.9%	19.4%	63.4%	51.3%	43.9%	86.7%	-1.1%	Aug '26
US Small Growth	390.28	0.5%	-0.6%	4.3%	7.6%	16.0%	32.7%	12.9%	21.0%	70.6%	39.3%	35.7%	92.6%	-1.4%	Aug '26
US Small Value	225.61	0.5%	-0.5%	2.2%	8.5%	13.0%	37.9%	12.4%	25.3%	67.8%	57.5%	46.3%	84.3%	-0.8%	Aug '26

Foreign Large Blend	107.66	0.4%	-0.9%	5.0%	5.5%	4.3%	20.5%	31.6%	13.9%	69.4%	58.8%	56.2%	117.2%	-0.9%	Aug '26
Foreign Growth	125.44	0.5%	-1.3%	5.5%	5.0%	3.0%	14.8%	20.7%	11.0%	47.4%	24.8%	22.7%	85.9%	-1.3%	Aug '26
Foreign Value	81.52	0.4%	-0.5%	4.6%	6.3%	5.8%	26.4%	42.2%	17.2%	93.3%	99.1%	96.3%	151.8%	-0.9%	Aug '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	23.10	0.09%	0.1%	0.9%	1.9%	3.8%	3.0%	3.6%	2.9%	20.5%	31.3%	28.9%	34.9%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.63	0.04%	0.1%	0.5%	1.1%	2.1%	4.8%	5.2%	2.9%	19.8%	27.2%	26.8%	29.1%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.57	0.1%	0.0%	0.9%	1.4%	2.8%	4.6%	6.9%	1.5%	22.8%	30.7%	28.9%	35.4%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	0%	0.0%	0.5%	1.6%	3.0%	6.9%	8.9%	3.7%	33.2%	57.5%	52.6%	45.7%	NewNew Peak	Aug '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	59.97	0.10%	-1.5%	2.8%	3.6%	9.7%	20.6%	17.7%	12.9%	86.7%	119.1%	110.5%	132.5%	-1.5%	Aug '26
Int’l Min Volatility- Franklin	42.71	-0.2%	-0.6%	2.6%	4.4%	6.3%	28.4%	27.1%	18.3%	90.2%	114.1%	110.9%	126.4%	-0.7%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.85	0.5%	-1.8%	0.2%	2.3%	7.4%	19.3%	3.0%	14.8%	73.1%	122.2%	114.2%	120.2%	-6.1%	Jun '26
Small Value- Avantis	126.47	-0.2%	-1.2%	1.5%	6.4%	10.1%	35.2%	7.4%	24.8%	65.4%	89.6%	68.9%	93.8%	-1.8%	Aug '26
Mid Value- Pacer Cash Cows	71.63	1.7%	1.1%	10.7%	13.0%	12.0%	28.2%	9.0%	19.6%	50.1%	77.8%	65.3%	78.8%	NewNew Peak	Aug '26
Growth- S&P Momentum	148.35	-1.7%	-2.9%	2.7%	3.7%	24.2%	29.5%	26.6%	24.9%	161.9%	155.4%	142.6%	198.1%	-8.2%	Jun '26
Invesco S&P Quality	86.07	-0.7%	-1.6%	1.8%	3.6%	7.7%	20.3%	13.2%	15.4%	76.4%	82.7%	71.7%	126.2%	-4.5%	Jun '26
Rotation Factor- BlackRock	69.41	-0.3%	-1.3%	3.7%	4.8%	13.4%	24.0%	20.0%	14.7%	100.5%	105.5%	93.8%	162.6%	-1.3%	Aug '26
US Min Volatility- Fidelity	72.91	0.6%	-0.3%	4.4%	5.1%	7.9%	15.0%	11.8%	10.1%	53.2%	58.1%	49.8%	82.7%	-1.0%	Aug '26
Derivative Income- JPMorgan	57.96	0.2%	0.1%	3.4%	5.3%	1.5%	10.0%	8.1%	6.2%	34.9%	42.7%	37.5%	57.0%	-0.1%	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	17.63	-0.06%	0.4%	1.9%	1.7%	10.7%	10.5%	6.5%	11.5%	31.7%	47.4%	44.4%	43.9%	-0.2%	Aug '26
Multistrategy- AQR	15.03	-0.3%	-0.1%	2.4%	2.0%	3.6%	13.9%	16.4%	7.3%	45.8%	81.4%	76.2%	57.5%	-0.3%	Aug '26
Long Short- AQR	22.08	-0.9%	-0.9%	6.1%	5.8%	5.4%	17.4%	34.4%	4.3%	95.9%	193.7%	169.4%	156.9%	-1.1%	Aug '26
Mkt Neutral- BlackRock	15.48	-0.6%	-0.9%	2.6%	4.4%	13.8%	23.1%	18.3%	14.3%	78.8%	91.2%	93.1%	93.8%	-0.9%	Aug '26
Multi Strategy- Variant	25.83	0.04%	0.0%	0.4%	1.3%	3.0%	6.6%	7.2%	3.5%	20.4%	42.7%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	75.87	-0.7%	-0.6%	1.6%	2.4%	7.0%	13.6%	9.1%	7.3%	48.5%	63.8%	54.1%	70.3%	-0.7%	Aug '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)	344.72	0.2%	-0.5%	-2.1%	-11.3%	9.6%	73.4%	66.0%	10.3%	172.9%	153.1%	139.9%	256.5%	-14.3%	May '26
Meta (Communications)	546.03	0.4%	-8.2%	-15.5%	-9.7%	-16.6%	-26.7%	13.1%	-17.1%	94.5%	53.3%	62.7%	332.0%	-30.7%	Aug '25
Amazon (Cyclical)	265.84	2.5%	0.3%	6.3%	0.3%	26.5%	18.8%	5.2%	15.2%	99.5%	66.2%	56.0%	135.5%	-6.4%	Aug '26
Tesla (Cyclical)	351.12	4.2%	3.3%	-5.0%	-15.9%	-14.7%	8.4%	11.4%	-21.9%	62.9%	54.8%	-12.2%	61.6%	-28.3%	Dec '25
Procter & Gamble (Defensive)	144.38	0.6%	0.1%	-2.5%	2.1%	-8.8%	-6.8%	-12.3%	3.0%	2.4%	13.2%	0.2%	28.9%	-15.7%	Dec '24
PepsiCo (Defensive)	142.58	1.7%	1.4%	5.3%	-3.5%	-11.9%	-1.7%	-1.8%	1.3%	-11.1%	5.5%	-4.7%	-4.7%	-18.7%	May '23
Coca-Cola (Defensive)	90.35	1.7%	3.4%	10.0%	11.5%	14.7%	31.4%	15.6%	31.0%	61.9%	84.9%	74.0%	83.0%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	164.77	-0.5%	4.6%	11.8%	6.1%	13.4%	56.2%	16.0%	39.7%	65.2%	272.3%	204.9%	90.8%	-2.6%	Mar '26
Chevron (Energy)	205.76	0.9%	5.0%	9.4%	8.5%	13.9%	39.6%	10.1%	38.8%	45.0%	166.6%	108.4%	53.4%	-0.8%	Mar '26
JPMorgan Chase (Financial)	357.26	-1.6%	-1.6%	5.4%	18.8%	16.1%	24.6%	37.3%	12.4%	156.2%	161.7%	148.9%	276.5%	-2.2%	Aug '26
Visa (Financial)	365.54	0.4%	0.0%	1.6%	10.7%	14.3%	7.1%	11.8%	4.9%	57.0%	64.1%	71.2%	111.5%	-1.1%	Aug '26
Mastercard (Financial)	573.72	-0.10%	1.2%	4.8%	15.4%	9.4%	-2.6%	9.0%	1.0%	48.9%	66.5%	59.1%	107.1%	-3.6%	Aug '25
Bank of America (Financial)	63.17	-1.7%	-1.4%	4.6%	23.9%	20.3%	33.5%	28.0%	16.1%	133.9%	76.9%	53.1%	132.7%	-2.5%	Aug '26
UnitedHealth (Health)	388.61	-1.4%	-2.6%	-7.8%	2.0%	35.8%	33.1%	-33.1%	19.3%	-17.2%	-1.3%	-16.1%	-16.5%	-35.2%	Nov '24
Johnson & Johnson (Health)	273.41	0.8%	4.3%	9.9%	19.9%	14.0%	56.7%	47.5%	33.6%	73.0%	75.4%	81.2%	87.4%	NewNew Peak	Aug '26
Eli Lilly (Health)	1280.34	4.5%	6.1%	11.8%	25.8%	27.2%	82.6%	40.2%	19.7%	139.2%	394.6%	391.5%	307.0%	NewNew Peak	Aug '26
Union Pacific (Industrials)	301.80	1.0%	1.3%	1.9%	14.1%	14.6%	36.8%	3.9%	31.8%	43.3%	51.0%	35.1%	71.4%	-1.8%	Jul '26
Honeywell (Industrials)	221.73	-2.6%	-5.0%	-1.7%	-2.5%	-12.2%	5.4%	-6.4%	9.8%	27.9%	9.2%	19.7%	41.0%	-14.0%	Mar '26
Nvidia (IT)	217.56	-1.0%	-3.4%	7.0%	-2.5%	14.8%	24.2%	38.9%	16.8%	403.4%	948.8%	624.6%	1796.5%	-7.6%	May '26
Broadcom (IT)	362.48	-4.6%	-13.2%	-4.1%	-13.1%	9.4%	25.4%	50.6%	5.1%	355.0%	737.9%	492.1%	791.1%	-24.6%	Jun '26
Adobe (IT)	272.47	3.5%	0.7%	16.1%	7.5%	5.4%	-22.9%	-21.3%	-22.1%	-46.4%	-57.9%	-51.7%	-4.8%	-57.1%	Feb '24
Oracle (IT)	143.81	0.7%	-7.9%	18.5%	-23.3%	-2.2%	-38.1%	18.1%	-25.5%	27.9%	73.0%	74.4%	136.3%	-55.7%	Sep '25
salesforce.com (IT)	206.09	5.1%	2.3%	18.6%	14.7%	11.9%	-15.7%	-20.2%	-21.8%	2.4%	-18.1%	-17.9%	47.3%	-43.3%	Dec '24
Linde PLC (Materials)	481.13	0.5%	0.6%	-6.0%	-4.7%	-2.5%	1.1%	3.2%	13.6%	33.3%	64.0%	51.0%	86.1%	-12.0%	Jul '26
Sherwin-Williams (Materials)	353.59	2.4%	-2.2%	9.3%	15.2%	-1.5%	-3.0%	-3.8%	9.6%	34.1%	20.2%	8.7%	81.6%	-10.3%	Nov '24
American Tower (Real Estate)	174.49	1.3%	0.2%	4.4%	-4.3%	-5.0%	-13.5%	-0.9%	1.3%	9.9%	-29.9%	-29.4%	7.9%	-22.9%	Sep '24
Prologis Inc. (Real Estate)	141.30	0.9%	0.1%	-4.2%	-1.6%	1.4%	32.4%	25.1%	12.4%	28.0%	21.6%	-1.9%	58.1%	-5.8%	Jul '26
NextEra Energy (Utilities)	85.91	-0.4%	-0.1%	-2.4%	-2.0%	-5.5%	16.0%	15.5%	8.5%	38.4%	13.6%	5.9%	31.3%	-11.6%	Apr '26
Duke Energy (Utilities)	123.60	-0.3%	0.2%	-0.9%	0.7%	-0.8%	2.8%	12.7%	8.2%	51.7%	39.8%	43.4%	67.8%	-5.8%	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	16.02	0.3%	-0.3%	1.0%	1.3%	1.0%	6.5%	9.4%	3.1%	25.5%	11.1%	11.7%	33.8%	-0.3%	Aug '26
Moderate-60% Stock	69.90	0.3%	-0.7%	2.5%	2.8%	5.1%	14.9%	16.4%	8.9%	51.2%	40.6%	36.7%	73.6%	-0.7%	Aug '26
Mod Agg-80% Stock	56.30	0.3%	-0.9%	3.3%	3.6%	7.1%	19.2%	19.6%	11.8%	64.7%	53.9%	48.5%	95.1%	-0.9%	Aug '26
Aggressive-90% Stock	34.94	0.3%	-1.0%	3.3%	4.2%	9.5%	24.3%	20.9%	15.4%	71.4%	58.4%	51.8%	102.7%	-1.0%	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	69196.90	0.04%	9.1%	6.1%	-10.7%	1.8%	-39.4%	-6.3%	-20.9%	165.6%	40.2%	48.9%	261.2%	-44.5%	Oct '25
Ethereum	2254.00	0.2%	19.6%	18.4%	6.0%	14.5%	-48.0%	-11.0%	-24.0%	35.7%	-31.4%	-40.1%	74.1%	-53.3%	Aug '25
BNB	624.74	-0.2%	2.4%	9.5%	-3.7%	-0.1%	-28.1%	23.1%	-27.6%	189.1%	37.3%	22.0%	130.6%	-52.3%	Oct '25
Solana	84.51	-0.8%	10.9%	8.6%	-1.8%	-0.1%	-54.9%	-34.2%	-32.1%	296.1%	7.3%	-50.4%	171.2%	-67.7%	Jan '25
Bitcoin ETF	38.78	6.0%	8.1%	5.1%	-11.8%	0.9%	-40.2%	-6.4%	-21.9%	-	-	-	-	-45.6%	Oct '25
Grayscale Bitcoin (hi fee)	53.00	6.0%	8.1%	5.1%	-12.1%	0.4%	-41.0%	-7.6%	-22.5%	237.2%	48.2%	71.2%	423.4%	-46.2%	Oct '25
Bloomberg Commodities	25.13	1.0%	3.1%	5.1%	-0.6%	17.1%	42.5%	14.9%	28.7%	49.9%	77.8%	63.4%	41.7%	-3.0%	May '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	5.19	-1.7%	-0.4%	1.5%	1.5%	9.9%	5.9%	1.1%	7.3%	18.6%	177.2%	157.6%	33.7%	-2.2%	Aug '26
10yr Treasury rate	4.65	-1.1%	0.3%	1.2%	1.8%	13.9%	8.3%	-9.0%	11.8%	9.5%	269.3%	185.8%	19.2%	-6.7%	Oct '23
5yr Treasury rate	4.35	-0.3%	0.9%	0.6%	3.0%	19.3%	14.3%	-15.0%	17.0%	-0.7%	454.5%	218.9%	5.9%	-12.3%	Oct '23
13-week T-bill	3.70	-0.1%	-0.1%	-0.1%	4.0%	2.9%	-10.1%	-15.7%	4.3%	-29.9%	8504.7%	6881.1%	4.7%	-30.8%	Oct '23
Crude Oil	84.45	0.1%	3.9%	1.5%	-14.1%	27.2%	33.6%	-19.9%	47.1%	3.9%	35.5%	11.0%	-3.2%	-25.2%	Apr '26
Gold	4555.70	-0.4%	4.4%	13.6%	0.5%	-10.0%	36.3%	64.5%	5.3%	141.5%	155.8%	153.2%	172.7%	-14.3%	Jan '26
USD/EUR	0.86	-0.04%	-1.3%	-2.3%	-0.5%	0.7%	-0.3%	-11.4%	0.6%	-	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	158.44	0.12%	-0.6%	-2.5%	-0.3%	2.1%	7.6%	-0.4%	1.3%	-	-	37.6%	8.0%	-3.3%	Jul '26
S&P 500 Volatility Index	14.89	-6.0%	1.8%	-20.2%	-14.6%	-22.0%	-5.1%	-13.8%	-0.4%	-13.9%	-19.8%	-10.3%	-55.6%	-71.5%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.49	0.05%	0.0%	0.4%	1.0%	1.2%	4.0%	6.1%	2.0%	19.1%	19.3%	19.6%	24.9%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.77	0.2%	-0.5%	-0.5%	0.6%	-0.9%	4.4%	4.3%	0.6%	11.7%	4.8%	5.0%	16.6%	-1.3%	Jul '26
Interm Bond- Janus MSB	44.65	0.5%	0.2%	0.3%	0.9%	-0.9%	4.6%	8.8%	0.7%	17.6%	3.7%	4.3%	21.3%	-1.4%	Feb '26
Interm Bond- Vanguard	75.78	0.4%	0.0%	0.2%	0.6%	-1.4%	2.1%	8.5%	-0.2%	15.9%	-0.4%	1.9%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.92	0.11%	-0.1%	0.1%	1.5%	2.7%	6.0%	8.2%	3.1%	29.7%	35.3%	32.2%	39.0%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.91	0.2%	-0.1%	0.3%	1.2%	-0.7%	3.1%	8.2%	1.0%	19.8%	14.6%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	72.38	1.3%	0.2%	-0.5%	-0.7%	-3.8%	0.8%	7.2%	-1.5%	15.0%	-15.3%	-12.9%	23.0%	-4.4%	Oct '25
Long CA Muni- PIMCO	9.29	0.2%	-0.6%	-0.6%	0.8%	-0.6%	5.9%	4.4%	0.9%	14.6%	5.1%	4.9%	20.6%	-1.6%	Jul '26
Long Muni- iShares	56.65	0.2%	-0.5%	-0.5%	0.6%	-1.3%	4.7%	3.4%	0.3%	9.9%	2.2%	2.3%	14.1%	-1.6%	Feb '26

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