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S&P 500

Return

59.5%

[

19.7%

annualized]

Dec 29 2023 - Aug 03 2026

DJIA (Large Value)

Return

41.2%

[

14.2%

annualized]

Dec 29 2023 - Aug 03 2026

Russell 2000 (Small Cap)

Return

47.2%

[

16.1%

annualized]

Dec 29 2023 - Aug 03 2026

Performance Range:

As of Aug 03 03:50 PM EDT, next update at 04:00 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	7606.19	1.6%	2.6%	1.6%	5.2%	10.0%	21.9%	16.4%	11.1%	69.0%	72.0%	58.6%	112.6%	NewNew Peak	Jun '26
DJIA (Large Value)	53213.55	1.4%	1.9%	0.6%	7.5%	8.1%	22.1%	13.0%	10.7%	51.1%	51.5%	45.5%	82.2%	NewNew Peak	Aug '26
Russell 2000 (Small Cap)	2983.69	1.8%	1.2%	-0.4%	6.1%	12.7%	37.7%	11.3%	20.2%	52.1%	34.2%	31.3%	76.8%	-1.3%	Jun '26
NASDAQ Comp (Tech/Growth)	25934.07	2.2%	4.0%	0.4%	3.3%	11.5%	25.6%	20.4%	11.6%	85.8%	75.7%	63.8%	149.0%	-4.3%	Jun '26
Aggregate Bond	97.22	-0.1%	-0.5%	-1.4%	-1.7%	-1.5%	1.0%	7.2%	-1.4%	12.4%	-3.0%	-0.9%	15.7%	-3.2%	Feb '26
Corp Bond	106.14	-0.10%	-0.3%	-2.3%	-2.3%	-2.5%	0.1%	7.9%	-2.2%	14.5%	-6.2%	-3.4%	22.5%	-3.9%	Feb '26
High Yield Bond	79.32	-0.2%	0.1%	-0.5%	-0.9%	-0.2%	3.6%	8.6%	0.4%	25.8%	18.1%	16.9%	36.8%	-1.2%	May '26
Preferred	30.61	0.5%	1.1%	0.4%	-2.5%	-1.3%	2.6%	4.9%	0.4%	18.9%	2.9%	1.7%	24.8%	-3.5%	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	50.96	1.0%	-0.8%	-2.0%	-0.8%	0.9%	19.2%	9.9%	12.9%	28.4%	33.6%	24.1%	59.4%	-4.5%	Feb '26
Consumer Discretionary/Cyclical	118.43	2.0%	6.8%	1.1%	-0.2%	-1.9%	10.2%	7.4%	-0.6%	43.2%	35.1%	16.7%	75.6%	-4.7%	Jan '26
Financial Services	57.35	0.7%	0.8%	3.1%	10.4%	7.7%	12.9%	14.9%	5.2%	70.9%	68.7%	56.1%	100.9%	-0.4%	Jul '26
Real Estate	99.01	0.07%	-1.5%	1.0%	3.1%	11.6%	14.7%	3.3%	13.1%	32.0%	12.0%	1.7%	49.3%	-1.9%	Jul '26
Communication Services	111.43	2.9%	3.5%	1.7%	-4.5%	-5.1%	6.0%	23.1%	-5.0%	70.9%	43.0%	49.0%	143.0%	-6.9%	Jan '26
Energy	58.67	-1.5%	0.5%	10.2%	-0.3%	14.3%	40.3%	7.9%	32.1%	47.7%	180.0%	137.9%	64.8%	-6.2%	Mar '26
Industrials	182.98	1.7%	-0.1%	-0.5%	5.8%	8.6%	23.5%	19.3%	18.3%	75.0%	89.2%	86.2%	127.7%	-1.4%	Jul '26
Technology	178.38	1.7%	2.3%	-1.2%	10.2%	25.7%	39.3%	24.6%	24.1%	109.5%	140.5%	110.0%	214.1%	-10.0%	Jun '26
Consumer Staples/Defensive	84.89	-0.2%	-0.5%	-0.1%	0.9%	-0.6%	8.1%	1.5%	9.9%	21.3%	34.5%	23.1%	37.8%	-5.2%	Feb '26
Healthcare	162.37	-0.11%	-0.6%	-0.8%	11.9%	5.8%	25.4%	14.5%	5.3%	27.9%	30.6%	24.8%	41.1%	-2.9%	Jul '26
Utilities	44.24	-0.2%	-3.2%	-3.3%	-5.0%	3.0%	5.3%	16.0%	4.4%	48.6%	52.8%	41.9%	60.1%	-6.7%	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	158.01	1.0%	2.2%	1.2%	4.2%	8.6%	24.2%	22.4%	11.7%	70.4%	66.5%	59.4%	116.7%	-1.2%	Jun '26
MSCI Emerging Markets	64.35	0.4%	1.1%	-2.1%	0.3%	8.0%	35.4%	34.0%	17.6%	69.4%	38.1%	44.3%	103.2%	-9.6%	Jun '26
FTSE Europe	90.96	0.4%	2.4%	1.8%	4.4%	4.0%	22.9%	35.8%	9.3%	60.5%	52.8%	51.3%	121.7%	NewNew Peak	Jul '26
MSCI Japan	92.98	0.6%	1.6%	-0.2%	5.3%	7.3%	30.3%	25.9%	15.2%	65.0%	52.7%	53.5%	109.0%	-4.1%	Jun '26
MSCI India	50.15	0.7%	2.6%	1.2%	2.1%	-5.7%	-4.9%	2.7%	-7.2%	15.9%	17.7%	8.6%	24.8%	-14.7%	Sep '24
MSCI China	55.92	0.2%	3.1%	9.8%	-3.1%	-8.4%	0.1%	31.0%	-6.9%	23.8%	-12.5%	-1.2%	51.2%	-15.5%	Oct '25
International Bond	47.83	0.1%	-0.2%	-0.8%	-0.3%	-0.5%	0.5%	2.9%	-0.1%	12.4%	-0.9%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	35.15	-0.6%	1.0%	4.3%	-2.9%	-4.2%	45.4%	52.7%	15.5%	49.8%	65.4%	100.0%	79.4%	-7.7%	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	696.98	1.5%	2.6%	1.8%	5.2%	10.3%	23.0%	17.8%	11.5%	75.3%	83.9%	68.6%	123.4%	-0.2%	Jun '26
US Large Growth	121.05	2.3%	3.3%	-0.1%	0.8%	5.5%	13.1%	19.8%	2.4%	84.2%	92.4%	74.3%	151.6%	-6.0%	Jun '26
US Large Value	254.32	1.0%	1.8%	3.0%	10.2%	15.0%	33.7%	15.7%	21.4%	66.6%	73.5%	64.1%	99.2%	NewNew Peak	Aug '26

US MidCap Blend	81.82	1.1%	1.0%	1.6%	5.9%	10.7%	20.0%	17.0%	13.2%	72.1%	79.1%	66.9%	115.8%	NewNew Peak	Aug '26
US MidCap Growth	301.66	2.1%	2.4%	0.1%	5.8%	10.8%	6.1%	10.7%	8.3%	48.2%	28.6%	23.8%	82.7%	-1.6%	Jun '26
US MidCap Value	205.40	0.3%	0.0%	2.6%	6.0%	10.4%	25.9%	12.1%	16.4%	54.3%	60.6%	50.4%	81.9%	-1.0%	Jul '26

US Small Blend	299.70	1.5%	0.9%	-0.2%	5.2%	10.5%	27.5%	8.9%	16.6%	52.6%	44.8%	40.5%	82.3%	-1.1%	Jun '26
US Small Growth	378.90	2.2%	1.4%	-2.0%	4.5%	12.0%	33.7%	12.9%	17.3%	56.0%	30.6%	31.5%	86.8%	-3.8%	Jun '26
US Small Value	224.65	1.5%	1.1%	1.5%	7.9%	14.0%	44.9%	12.4%	24.3%	59.0%	54.0%	45.1%	82.8%	NewNew Peak	Aug '26

Foreign Large Blend	106.07	0.5%	2.1%	1.6%	3.9%	4.5%	23.7%	31.6%	10.4%	59.5%	52.1%	51.5%	110.6%	-0.2%	Jul '26
Foreign Growth	122.14	0.6%	2.1%	-1.2%	2.8%	3.0%	16.0%	20.7%	7.2%	37.3%	19.5%	18.5%	79.6%	-2.6%	Jun '26
Foreign Value	81.14	0.3%	2.0%	4.2%	4.9%	5.9%	31.2%	42.2%	13.6%	83.0%	89.7%	90.3%	144.1%	-0.2%	Jul '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	22.93		-0.5%	-0.3%	0.2%	-0.2%	0.7%	0.6%	3.6%	0.3%	18.3%	28.1%	25.6%	31.4%	-0.7%	May '26
Ultra Short- Janus AAA CLO	50.51		0.02%	-0.3%	-0.1%	0.0%	0.8%	3.7%	5.2%	1.4%	18.2%	25.5%	25.0%	27.3%	-0.4%	May '26
Bank Loan- Invesco	20.42		0.2%	0.2%	0.4%	-0.8%	0.2%	2.7%	6.9%	-0.7%	20.7%	28.1%	26.0%	32.4%	-1.1%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.0%	0.5%	1.5%	2.9%	6.7%	8.9%	3.3%	33.4%	58.0%	52.0%	45.2%	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	59.84		1.8%	3.0%	2.1%	4.7%	9.7%	22.4%	17.7%	12.4%	81.0%	117.3%	109.6%	131.5%	NewNew Peak	Aug '26
Int’l Min Volatility- Franklin	42.65		-0.2%	0.2%	3.9%	4.4%	9.6%	33.9%	27.1%	16.3%	83.4%	113.8%	107.3%	122.6%	-0.9%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.86	p	EOD	-1.0%	-3.3%	-0.2%	8.2%	28.0%	3.0%	14.8%	67.4%	115.8%	114.3%	120.3%	-6.1%	Jun '26
Small Value- Avantis	127.18		1.5%	1.4%	3.0%	6.0%	14.0%	42.3%	7.4%	25.0%	60.5%	87.0%	69.2%	94.2%	NewNew Peak	Aug '26
Mid Value- Pacer Cash Cows	67.38		0.7%	2.2%	5.6%	6.0%	8.5%	24.5%	9.0%	12.3%	40.9%	66.4%	55.2%	67.9%	-0.7%	Jul '26
Growth- S&P Momentum	145.60		1.2%	0.6%	-3.5%	8.3%	22.2%	29.5%	26.6%	22.4%	162.7%	150.6%	137.7%	192.1%	-9.9%	Jun '26
Invesco S&P Quality	85.20		0.6%	0.2%	-3.0%	5.4%	9.1%	21.5%	13.2%	14.0%	71.2%	81.4%	69.5%	123.4%	-5.4%	Jun '26
Rotation Factor- BlackRock	68.39		1.4%	2.1%	1.9%	6.5%	11.2%	25.1%	20.0%	12.8%	91.4%	101.8%	90.6%	158.2%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	72.36		0.8%	2.5%	3.4%	4.6%	6.4%	17.2%	11.8%	8.9%	49.4%	57.9%	48.1%	80.6%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.37		-0.11%	0.5%	1.2%	1.0%	0.6%	9.5%	8.1%	3.0%	29.0%	40.1%	33.4%	52.2%	-2.2%	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	17.49	p	EOD	0.7%	1.3%	2.8%	10.1%	11.8%	6.5%	10.6%	30.9%	45.9%	43.2%	42.7%	NewNew Peak	Jul '26
Multistrategy- AQR	14.81	p	EOD	0.2%	2.4%	1.1%	3.5%	14.1%	16.4%	5.7%	46.1%	75.9%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.36	p	EOD	1.6%	5.2%	4.0%	2.0%	16.8%	34.4%	0.9%	93.7%	180.9%	160.6%	148.5%	NewNew Peak	Jul '26
Mkt Neutral- BlackRock	15.30	p	EOD	0.5%	2.5%	5.3%	11.0%	24.5%	18.3%	12.9%	77.1%	86.5%	90.9%	91.6%	-0.3%	Jun '26
Multi Strategy- Variant	25.76	p	EOD	0.1%	0.5%	1.3%	3.1%	6.5%	7.2%	3.2%	20.6%	42.9%	38.0%	29.4%	NewNew Peak	Jul '26
Long Short- First Trust	75.16		0.2%	0.2%	1.7%	2.0%	5.0%	14.3%	9.1%	6.0%	45.1%	60.3%	52.2%	68.3%	-0.2%	Jul '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)	374.07	5.0%	14.5%	3.9%	-3.0%	10.2%	98.2%	66.0%	19.6%	193.6%	178.1%	160.1%	286.6%	-7.1%	May '26
Meta (Communications)	592.16	6.4%	-0.3%	1.6%	-2.7%	-14.3%	-20.9%	13.1%	-10.2%	90.6%	69.9%	76.3%	368.1%	-24.9%	Aug '25
Amazon (Cyclical)	285.38	5.1%	23.3%	17.6%	6.4%	19.6%	32.9%	5.2%	23.6%	121.4%	69.6%	67.5%	152.8%	NewNew Peak	Aug '26
Tesla (Cyclical)	321.82	3.4%	4.1%	-18.2%	-17.7%	-23.7%	6.3%	11.4%	-28.4%	24.1%	36.0%	-19.5%	48.1%	-34.3%	Dec '25
Procter & Gamble (Defensive)	144.83	0.2%	-2.6%	-4.3%	-1.7%	-6.1%	-1.8%	-12.3%	2.5%	-0.9%	13.6%	-0.3%	28.3%	-16.1%	Dec '24
PepsiCo (Defensive)	139.37	-0.1%	-0.3%	-3.4%	-11.5%	-13.7%	2.9%	-1.8%	-2.0%	-18.2%	3.1%	-7.9%	-7.8%	-21.4%	May '23
Coca-Cola (Defensive)	86.93	-0.8%	3.4%	3.3%	10.6%	13.8%	29.0%	15.6%	25.2%	53.1%	75.9%	66.3%	75.0%	-2.4%	Jul '26
Exxon Mobil (Energy)	154.85	-0.4%	0.1%	13.0%	2.1%	9.2%	45.7%	16.0%	30.4%	59.8%	219.8%	184.7%	78.2%	-9.1%	Mar '26
Chevron (Energy)	192.92	-2.0%	1.5%	14.0%	1.2%	9.4%	31.6%	10.1%	27.8%	35.9%	128.8%	92.0%	41.3%	-8.6%	Mar '26
JPMorgan Chase (Financial)	351.60	-0.05%	-1.3%	5.6%	12.5%	12.2%	23.3%	37.3%	10.2%	139.1%	159.4%	143.8%	268.9%	-1.6%	Jul '26
Visa (Financial)	365.82	-0.09%	0.9%	1.0%	11.7%	11.7%	8.7%	11.8%	4.7%	56.8%	60.2%	71.0%	111.3%	-1.2%	Jun '25
Mastercard (Financial)	573.13	0.01%	3.9%	6.3%	15.7%	4.2%	2.8%	9.0%	0.7%	48.2%	60.3%	58.7%	106.5%	-3.9%	Aug '25
Bank of America (Financial)	62.37	0.7%	0.4%	6.2%	17.1%	15.2%	38.9%	28.0%	14.0%	112.9%	81.9%	50.4%	128.6%	-0.4%	Jul '26
UnitedHealth (Health)	416.68	0.6%	-0.2%	-2.0%	13.0%	47.8%	78.9%	-33.1%	27.2%	-12.8%	7.2%	-10.6%	-11.0%	-30.9%	Nov '24
Johnson & Johnson (Health)	254.66	-0.7%	-4.2%	-3.2%	12.1%	9.8%	55.1%	47.5%	23.7%	62.0%	67.1%	67.8%	73.5%	-4.7%	Jul '26
Eli Lilly (Health)	1120.01	-2.5%	-6.5%	-7.7%	16.5%	12.0%	48.0%	40.2%	4.6%	154.7%	358.7%	329.3%	255.6%	-9.4%	Jul '26
Union Pacific (Industrials)	290.92	-0.4%	-2.8%	3.1%	9.2%	21.1%	34.9%	3.9%	26.4%	34.7%	47.2%	29.5%	64.3%	-5.3%	Jul '26
Honeywell (Industrials)	246.54	1.4%	0.3%	7.3%	11.2%	2.9%	17.1%	-6.4%	21.8%	39.6%	18.9%	32.7%	56.4%	-4.7%	Mar '26
Nvidia (IT)	207.21	3.2%	5.4%	6.4%	4.4%	14.9%	19.3%	38.9%	11.1%	365.8%	948.1%	589.3%	1704.2%	-12.1%	May '26
Broadcom (IT)	391.46	0.6%	2.2%	8.6%	-7.1%	22.5%	36.4%	50.6%	13.3%	357.9%	781.9%	538.4%	860.9%	-18.7%	Jun '26
Adobe (IT)	252.37	0.8%	6.1%	14.9%	0.7%	-7.2%	-27.4%	-21.3%	-27.9%	-51.8%	-59.4%	-55.3%	-11.8%	-60.2%	Feb '24
Oracle (IT)	142.04	9.4%	18.5%	1.3%	-17.3%	-7.8%	-41.4%	18.1%	-26.7%	28.0%	68.7%	71.7%	132.5%	-56.4%	Sep '25
salesforce.com (IT)	186.79	1.5%	7.6%	12.4%	1.6%	-4.6%	-25.1%	-20.2%	-29.3%	-12.1%	-21.4%	-25.8%	33.2%	-48.7%	Dec '24
Linde PLC (Materials)	479.70	0.3%	-5.4%	-12.2%	-5.6%	3.8%	5.5%	3.2%	12.9%	30.5%	68.9%	50.1%	85.0%	-12.2%	Jul '26
Sherwin-Williams (Materials)	353.64	3.8%	8.1%	0.3%	11.2%	-1.5%	3.7%	-3.8%	9.4%	32.6%	24.6%	8.4%	81.2%	-10.5%	Nov '24
American Tower (Real Estate)	172.75	-0.4%	3.6%	4.0%	-4.9%	0.8%	-16.2%	-0.9%	-0.6%	2.3%	-29.6%	-30.8%	5.8%	-24.4%	Sep '24
Prologis Inc. (Real Estate)	143.99	-0.4%	-2.2%	3.3%	1.8%	10.1%	40.7%	25.1%	13.7%	27.0%	27.3%	-0.7%	60.0%	-4.0%	Jul '26
NextEra Energy (Utilities)	86.10	-0.9%	-3.1%	-2.5%	-11.2%	-2.4%	24.9%	15.5%	8.0%	33.2%	22.7%	5.4%	30.7%	-12.0%	Apr '26
Duke Energy (Utilities)	124.10	-1.1%	-3.7%	-4.2%	-2.7%	3.8%	4.5%	12.7%	7.7%	54.1%	41.2%	42.7%	67.0%	-6.2%	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	15.85	p	EOD	-0.1%	-0.8%	0.3%	1.1%	6.1%	9.4%	2.0%	23.1%	9.4%	10.5%	32.4%	-1.2%	Jun '26
Moderate-60% Stock	69.07		0.8%	1.3%	-0.3%	1.9%	4.5%	15.1%	16.4%	6.8%	44.8%	36.8%	34.1%	70.2%	-1.1%	Jun '26
Mod Agg-80% Stock	54.96	p	EOD	0.7%	-0.2%	2.7%	6.1%	19.6%	19.6%	9.2%	56.4%	49.0%	45.0%	90.4%	-1.5%	Jun '26
Aggressive-90% Stock	34.10	p	EOD	0.9%	-0.4%	3.6%	8.6%	24.8%	20.9%	12.7%	62.3%	53.6%	48.1%	97.8%	-1.4%	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	63880.81	0.6%	0.2%	3.9%	-18.3%	-15.5%	-43.6%	-6.3%	-27.0%	118.9%	67.4%	37.5%	233.5%	-48.8%	Oct '25
Ethereum	1871.05	-0.6%	-1.0%	10.2%	-18.5%	-16.0%	-46.4%	-11.0%	-36.9%	2.0%	-25.2%	-50.3%	44.5%	-61.3%	Aug '25
BNB	591.14	0.6%	4.5%	5.9%	-3.9%	-21.6%	-21.9%	23.1%	-31.5%	145.2%	83.2%	15.4%	118.2%	-54.9%	Oct '25
Solana	73.99	0.7%	-0.2%	-8.3%	-11.6%	-24.2%	-54.6%	-34.2%	-40.6%	226.9%	117.6%	-56.6%	137.4%	-71.7%	Jan '25
Bitcoin ETF	36.19	1.5%	-1.6%	3.8%	-18.6%	-16.4%	-43.7%	-6.4%	-27.1%	-	-	-	-	-49.2%	Oct '25
Grayscale Bitcoin (hi fee)	49.47	1.5%	-1.6%	3.9%	-18.9%	-17.0%	-44.3%	-7.6%	-27.6%	183.8%	71.9%	59.8%	388.6%	-49.7%	Oct '25
Bloomberg Commodities	23.70	-0.9%	-0.6%	6.3%	-6.0%	11.9%	34.1%	14.9%	21.4%	40.2%	60.0%	54.1%	33.6%	-8.5%	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	5.23	-0.8%	2.1%	4.9%	5.3%	6.6%	8.8%	1.1%	8.1%	21.5%	182.5%	159.5%	34.7%	-0.8%	Jul '26
10yr Treasury rate	4.69	-1.2%	1.0%	4.5%	7.0%	9.6%	11.0%	-9.0%	12.6%	11.9%	298.5%	187.8%	20.1%	-6.1%	Oct '23
5yr Treasury rate	4.40	-1.3%	0.1%	4.0%	9.4%	14.7%	16.7%	-15.0%	18.2%	2.3%	575.9%	222.3%	7.0%	-11.3%	Oct '23
13-week T-bill	3.70	0.5%	-2.6%	0.9%	3.5%	3.1%	-11.5%	-15.7%	4.3%	-29.6%	8122.2%	6881.1%	4.7%	-30.8%	Oct '23
Crude Oil	80.27	-5.2%	-2.8%	16.9%	-21.3%	27.0%	19.2%	-19.9%	39.8%	-1.6%	13.8%	5.5%	-8.0%	-28.9%	Apr '26
Gold	4109.70	1.5%	0.9%	-0.1%	-11.2%	-16.2%	22.8%	64.5%	-5.0%	112.7%	127.0%	128.4%	146.0%	-22.7%	Jan '26
USD/EUR	0.87	0.09%	-1.3%	-0.8%	1.8%	2.4%	-	-11.4%	2.0%	-4.9%	3.1%	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	156.91	-0.3%	-4.2%	-2.8%	-0.1%	0.9%	-	-0.4%	0.3%	10.0%	44.0%	36.3%	6.9%	-4.2%	Jul '26
S&P 500 Volatility Index	15.83	-1.0%	-15.2%	-2.0%	-6.8%	-12.1%	-22.3%	-13.8%	5.9%	-0.6%	-12.3%	-4.6%	-52.8%	-69.7%	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	50.51		0.07%	0.2%	-0.2%	0.0%	0.5%	3.1%	6.1%	0.9%	18.1%	18.0%	18.3%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	49.63		-0.2%	-0.5%	-1.8%	-1.3%	-1.3%	3.2%	4.3%	-0.6%	10.2%	3.2%	3.7%	15.2%	-2.4%	Feb '26
Interm Bond- Janus MSB	44.22		0.2%	-0.8%	-1.7%	-2.2%	-1.9%	2.3%	8.8%	-1.5%	14.4%	0.9%	2.0%	18.5%	-3.7%	Feb '26
Interm Bond- Vanguard	75.42		-0.2%	-0.3%	-1.3%	-1.8%	-1.7%	0.5%	8.5%	-1.8%	13.6%	-2.6%	0.3%	17.8%	-3.6%	Feb '26
Multisector Bond- Intrepid	8.88	p	EOD	-0.1%	0.1%	0.9%	2.2%	6.4%	8.2%	2.7%	29.3%	34.7%	31.6%	38.4%	-0.3%	Jul '26
Int’l Bond- JPMorgan	47.87		-0.01%	0.2%	-0.8%	-0.2%	-0.9%	2.5%	8.2%	0.0%	18.0%	13.4%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	72.02		0.04%	-0.6%	-3.7%	-3.3%	-3.7%	-1.0%	7.2%	-3.3%	11.8%	-17.6%	-14.5%	20.6%	-6.2%	Oct '25
Long CA Muni- PIMCO	9.28	p	EOD	0.1%	-1.7%	-0.4%	0.1%	5.7%	4.4%	0.8%	14.1%	4.5%	4.8%	20.5%	-1.7%	Jul '26
Long Muni- iShares	56.38		-0.3%	-0.5%	-2.1%	-1.3%	-1.7%	3.6%	3.4%	-0.9%	8.4%	0.6%	1.0%	12.8%	-2.8%	Feb '26

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