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S&P 500

Return

61.1%

[

18.9%

annualized]

Dec 29 2023 - Sep 28 2026

DJIA (Large Value)

Return

36.6%

[

12.0%

annualized]

Dec 29 2023 - Sep 28 2026

Russell 2000 (Small Cap)

Return

39.0%

[

12.7%

annualized]

Dec 29 2023 - Sep 28 2026

Performance Range:

As of Sep 28 05:10 PM EDT, next update at 05:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7683.69	-0.8%	-1.0%	-0.4%	4.5%	20.6%	15.7%	16.4%	12.2%	78.7%	76.5%	25.1%	54.2%	-1.5%	Aug '26
DJIA (Large Value)	51481.51	-0.7%	-1.1%	-3.9%	-0.8%	14.0%	11.3%	13.0%	7.1%	52.9%	50.1%	15.4%	36.8%	-5.3%	Aug '26
Russell 2000 (Small Cap)	2817.91	-0.7%	-2.0%	-5.2%	-6.4%	15.0%	15.8%	11.3%	13.5%	57.0%	26.4%	23.5%	60.0%	-8.2%	Aug '26
NASDAQ Comp (Tech/Growth)	26820.38	-0.9%	-1.1%	1.6%	6.0%	28.0%	19.3%	20.4%	15.4%	103.2%	84.4%	33.7%	75.7%	-1.6%	Sep '26
Aggregate Bond	94.65	-0.5%	-1.6%	-2.6%	-3.7%	-2.0%	-1.6%	7.2%	-2.7%	12.7%	-2.9%	3.4%	2.5%	-4.4%	Feb '26
Corp Bond	102.47	-0.7%	-2.5%	-3.2%	-5.3%	-2.5%	-3.5%	7.9%	-4.1%	14.7%	-6.2%	2.4%	3.8%	-5.7%	Feb '26
High Yield Bond	77.54	-0.4%	-1.4%	-2.2%	-1.4%	1.5%	1.5%	8.6%	0.1%	25.5%	17.5%	6.7%	11.3%	-2.4%	Aug '26
Preferred	29.56	-0.9%	-2.2%	-2.7%	-1.2%	0.8%	-2.0%	4.9%	-1.2%	17.6%	2.9%	2.1%	10.5%	-5.1%	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	49.47	-0.7%	-0.5%	-6.5%	-3.7%	2.0%	13.4%	9.9%	10.5%	33.1%	35.4%	13.6%	36.9%	-7.4%	Aug '26
Consumer Discretionary/Cyclical	109.00	-1.4%	-2.9%	-6.8%	-4.5%	3.6%	-8.3%	7.4%	-8.2%	39.5%	24.7%	-2.2%	25.1%	-11.9%	Jan '26
Financial Services	54.19	-1.2%	-3.1%	-6.4%	1.5%	14.1%	2.2%	14.9%	0.1%	69.5%	54.9%	6.5%	26.2%	-7.1%	Sep '26
Real Estate	90.59	-0.4%	-2.6%	-6.0%	-7.4%	6.0%	3.3%	3.3%	5.3%	35.1%	7.1%	5.2%	20.2%	-9.5%	Jul '26
Communication Services	111.18	-1.6%	-3.1%	-1.3%	5.0%	4.5%	-4.8%	23.1%	-4.7%	74.5%	45.7%	8.2%	31.4%	-6.6%	Jan '26
Energy	62.10	0.10%	-0.6%	-0.3%	16.0%	0.6%	38.8%	7.9%	41.6%	47.9%	179.6%	42.2%	69.9%	-5.2%	Sep '26
Industrials	168.78	-1.0%	-0.7%	-4.5%	-6.6%	6.6%	11.9%	19.3%	9.7%	72.6%	82.3%	24.3%	47.7%	-9.3%	Aug '26
Technology	194.53	-0.9%	-0.2%	4.9%	7.5%	50.1%	40.2%	24.6%	35.6%	142.6%	168.0%	62.2%	118.2%	-1.6%	Jun '26
Consumer Staples/Defensive	82.28	0.3%	0.4%	-3.1%	-2.2%	2.0%	8.4%	1.5%	8.0%	29.3%	35.2%	5.7%	12.3%	-6.8%	Feb '26
Healthcare	171.26	0.3%	1.3%	0.4%	7.2%	20.5%	28.5%	14.5%	12.0%	38.8%	45.2%	20.5%	32.2%	-2.1%	Aug '26
Utilities	39.25	-0.7%	-3.5%	-7.5%	-14.4%	-12.7%	-7.0%	16.0%	-6.1%	45.9%	43.4%	2.7%	12.0%	-16.1%	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	159.68	-0.9%	-1.3%	-0.9%	3.5%	19.4%	18.0%	22.4%	13.6%	81.1%	72.9%	31.8%	57.7%	-1.7%	Aug '26
MSCI Emerging Markets	67.20	-1.1%	-2.4%	0.1%	0.0%	22.4%	30.0%	34.0%	23.4%	90.4%	49.9%	55.0%	79.6%	-5.6%	Jun '26
FTSE Europe	88.38	-0.3%	-1.0%	-3.7%	1.7%	13.0%	15.4%	35.8%	7.9%	67.7%	57.4%	33.3%	47.7%	-4.9%	Aug '26
MSCI Japan	96.83	-1.1%	-1.2%	1.0%	4.3%	19.5%	25.6%	25.9%	20.6%	72.8%	53.7%	46.3%	65.2%	-2.0%	Sep '26
MSCI India	47.09	-1.6%	-2.9%	-5.0%	-5.0%	2.8%	-9.9%	2.7%	-12.9%	7.2%	3.3%	-5.4%	-4.2%	-15.7%	Jun '25
MSCI China	52.54	-0.2%	-2.7%	-4.9%	4.1%	-3.5%	-16.8%	31.0%	-12.0%	32.0%	-12.3%	0.6%	19.5%	-20.1%	Oct '25
International Bond	46.84	-0.2%	-0.8%	-1.3%	-2.7%	-0.3%	-0.8%	2.9%	-1.2%	12.3%	-0.3%	1.5%	1.2%	-3.2%	Feb '26
iShares Latin America	34.18	-1.6%	-3.7%	-1.4%	1.1%	2.2%	23.8%	52.7%	13.7%	57.4%	84.9%	51.4%	70.0%	-9.1%	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	703.61	-1.0%	-1.3%	-0.5%	5.0%	21.0%	16.7%	17.8%	12.9%	85.2%	88.7%	27.1%	56.4%	-1.6%	Aug '26
US Large Growth	125.20	-0.8%	-0.8%	2.1%	5.3%	21.5%	8.5%	19.8%	6.1%	97.5%	102.1%	22.5%	58.5%	-2.6%	Jun '26
US Large Value	250.05	-0.7%	-1.3%	-2.9%	3.4%	19.9%	25.1%	15.7%	20.1%	72.9%	73.5%	31.1%	53.6%	-3.2%	Sep '26

US MidCap Blend	79.00	-1.2%	-1.9%	-4.2%	-1.2%	12.1%	12.1%	17.0%	9.6%	76.0%	73.6%	22.0%	45.6%	-6.5%	Aug '26
US MidCap Growth	293.35	-1.3%	-1.4%	-3.2%	-1.7%	16.4%	1.4%	10.7%	5.4%	53.2%	27.3%	8.5%	36.7%	-6.6%	Aug '26
US MidCap Value	197.54	-1.2%	-2.2%	-4.9%	-0.8%	9.1%	15.5%	12.1%	12.5%	59.9%	55.3%	22.2%	42.8%	-6.4%	Aug '26

US Small Blend	286.54	-1.1%	-1.6%	-4.7%	-4.3%	12.1%	14.0%	8.9%	11.8%	57.2%	38.7%	17.8%	50.4%	-7.4%	Aug '26
US Small Growth	358.49	-0.5%	-1.8%	-5.3%	-7.6%	16.9%	12.9%	12.9%	11.3%	61.9%	24.4%	21.9%	61.1%	-9.3%	Aug '26
US Small Value	211.80	-0.8%	-1.9%	-4.7%	-4.0%	14.4%	21.8%	12.4%	18.1%	64.0%	44.2%	30.2%	64.8%	-6.5%	Aug '26

Foreign Large Blend	105.04	-0.5%	-1.0%	-2.5%	2.4%	13.7%	17.3%	31.6%	11.1%	67.0%	56.8%	35.3%	51.5%	-3.5%	Aug '26
Foreign Growth	120.43	-0.5%	-1.0%	-3.7%	-1.1%	12.8%	9.6%	20.7%	6.6%	47.6%	22.5%	19.2%	38.7%	-5.3%	Aug '26
Foreign Value	80.56	-0.4%	-1.2%	-1.5%	5.9%	15.1%	25.3%	42.2%	15.8%	87.0%	97.1%	52.2%	64.9%	-3.0%	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	22.97		-0.2%	-0.3%	-0.4%	2.4%	4.2%	2.9%	3.6%	2.9%	19.8%	30.3%	5.8%	9.5%	-0.5%	Sep '26
Ultra Short- Janus AAA CLO	50.70		0%	0.0%	0.4%	1.3%	2.8%	4.9%	5.2%	3.4%	19.4%	27.7%	8.0%	8.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.47		-0.3%	-0.4%	0.3%	2.5%	3.9%	4.4%	6.9%	2.2%	22.1%	30.5%	8.5%	12.4%	-0.5%	Sep '26
Interval CEF- Cliffwater	10.40	p	EOD	0.1%	0.5%	1.6%	3.4%	6.6%	8.9%	4.4%	32.1%	57.2%	12.0%	11.8%	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	59.32		-0.7%	-1.3%	-1.0%	3.2%	19.5%	15.8%	17.7%	11.9%	87.1%	117.2%	26.1%	55.6%	-2.4%	Aug '26
Int’l Min Volatility- Franklin	42.27		-0.2%	-0.5%	-0.5%	4.9%	9.4%	28.0%	27.1%	18.0%	83.4%	122.0%	43.7%	57.7%	-1.4%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.59	p	EOD	-1.9%	-4.8%	-11.2%	7.9%	6.8%	3.0%	5.4%	58.6%	105.7%	7.7%	37.2%	-13.8%	Jun '26
Small Value- Avantis	119.55		-0.7%	-1.6%	-4.5%	-4.0%	10.2%	20.5%	7.4%	18.4%	60.0%	69.5%	26.0%	62.7%	-6.8%	Aug '26
Mid Value- Pacer Cash Cows	67.11		-0.9%	-2.3%	-6.8%	7.1%	9.6%	19.1%	9.0%	12.7%	42.6%	65.8%	18.1%	45.6%	-7.1%	Sep '26
Growth- S&P Momentum	151.18		-1.1%	-0.6%	3.2%	-1.8%	37.5%	26.4%	26.6%	27.5%	167.3%	160.1%	48.7%	85.1%	-6.3%	Jun '26
Invesco S&P Quality	84.40		-0.6%	-0.5%	-1.3%	-2.6%	14.4%	17.3%	13.2%	13.3%	73.7%	83.8%	20.8%	44.8%	-6.2%	Jun '26
Rotation Factor- BlackRock	69.41		-0.9%	-1.4%	-0.1%	5.1%	22.6%	18.8%	20.0%	14.9%	103.6%	108.9%	31.5%	61.8%	-1.4%	Sep '26
US Min Volatility- Fidelity	70.95		-0.7%	-1.4%	-2.6%	4.8%	12.6%	9.7%	11.8%	7.5%	51.7%	59.6%	15.0%	33.2%	-3.3%	Aug '26
Derivative Income- JPMorgan	56.51		-0.4%	-0.2%	-1.6%	2.6%	6.1%	7.5%	8.1%	4.2%	33.5%	45.0%	7.9%	24.4%	-2.2%	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	18.38	p	EOD	1.1%	4.0%	6.9%	11.7%	14.9%	6.5%	16.3%	34.9%	49.1%	22.0%	27.4%	NewNew Peak	Sep '26
Multistrategy- AQR	15.56	p	EOD	-0.1%	2.7%	7.2%	8.2%	14.3%	16.4%	11.1%	44.3%	85.3%	22.4%	27.6%	-0.1%	Sep '26
Long Short- AQR	22.58	p	EOD	-0.4%	1.8%	11.4%	10.9%	15.3%	34.4%	6.7%	90.2%	200.0%	33.2%	38.7%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.00	p	EOD	0.4%	3.7%	7.5%	13.5%	21.1%	18.3%	18.1%	80.0%	100.0%	38.3%	32.0%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.85	p	EOD	0.1%	0.6%	1.8%	3.1%	6.8%	7.2%	4.3%	20.5%	42.7%	10.8%	9.9%	NewNew Peak	Sep '26
Long Short- First Trust	76.97		-0.06%	-0.1%	0.7%	5.3%	11.3%	11.2%	9.1%	8.8%	49.9%	67.3%	14.9%	29.8%	-0.1%	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)	342.75	-0.3%	-3.4%	-1.0%	1.7%	25.1%	39.4%	66.0%	9.7%	161.5%	154.7%	86.1%	138.0%	-14.8%	May '26
Meta (Communications)	715.62	-4.8%	-3.5%	23.9%	30.2%	36.4%	-3.5%	13.1%	8.7%	137.7%	112.1%	2.3%	40.9%	-9.0%	Aug '25
Amazon (Cyclical)	246.15	-1.4%	-4.8%	-7.6%	5.8%	23.5%	12.0%	5.2%	6.6%	95.4%	48.5%	8.6%	44.2%	-13.3%	Aug '26
Tesla (Cyclical)	357.45	-3.9%	-4.8%	2.5%	-5.9%	-1.2%	-18.8%	11.4%	-20.5%	45.1%	37.9%	-0.9%	61.1%	-27.0%	Dec '25
Procter & Gamble (Defensive)	149.03	1.9%	2.0%	3.7%	0.8%	6.0%	0.6%	-12.3%	6.3%	10.2%	20.5%	-6.6%	-1.9%	-11.8%	Mar '25
PepsiCo (Defensive)	128.50	-0.10%	-0.8%	-7.9%	-8.1%	-14.2%	-4.8%	-1.8%	-7.7%	-15.5%	0.0%	-5.6%	-2.7%	-22.3%	Feb '26
Coca-Cola (Defensive)	87.18	-0.7%	0.1%	-2.2%	6.1%	16.6%	36.3%	15.6%	27.1%	70.3%	91.7%	30.6%	32.7%	-4.7%	Aug '26
Exxon Mobil (Energy)	162.52	1.2%	2.7%	3.7%	19.8%	-3.7%	42.7%	16.0%	37.8%	50.1%	223.2%	54.4%	69.0%	-4.0%	Sep '26
Chevron (Energy)	206.37	0.9%	1.3%	2.2%	21.7%	-0.5%	33.9%	10.1%	39.2%	37.1%	144.0%	39.6%	60.3%	-5.2%	Sep '26
JPMorgan Chase (Financial)	336.59	-1.9%	-4.4%	-5.9%	2.8%	20.2%	8.5%	37.3%	5.9%	143.6%	129.7%	24.2%	58.9%	-7.8%	Aug '26
Visa (Financial)	367.74	0.10%	-0.6%	-3.6%	9.6%	24.9%	9.9%	11.8%	5.5%	62.4%	69.3%	4.7%	20.7%	-4.3%	Aug '26
Mastercard (Financial)	568.26	0.11%	0.1%	-4.5%	14.1%	17.7%	1.2%	9.0%	0.0%	44.8%	66.7%	0.9%	19.5%	-5.3%	Aug '26
Bank of America (Financial)	55.47	-2.2%	-4.3%	-10.5%	-3.7%	19.3%	8.5%	28.0%	2.5%	116.3%	45.3%	25.3%	63.6%	-14.0%	Aug '26
UnitedHealth (Health)	377.83	0.3%	0.1%	-3.3%	-11.2%	47.6%	12.7%	-33.1%	16.7%	-21.1%	3.7%	-22.7%	-28.9%	-34.4%	Apr '25
Johnson & Johnson (Health)	271.95	0.3%	0.9%	1.5%	7.3%	14.3%	54.7%	47.5%	33.5%	88.8%	92.1%	78.9%	88.3%	-2.3%	Sep '26
Eli Lilly (Health)	1184.78	0.11%	1.7%	0.9%	-1.8%	35.3%	64.6%	40.2%	10.8%	122.1%	459.5%	38.1%	64.9%	-7.5%	Aug '26
Union Pacific (Industrials)	274.10	0.11%	1.7%	-10.4%	2.6%	15.9%	19.0%	3.9%	20.3%	43.5%	52.5%	15.3%	36.0%	-11.3%	Aug '26
Honeywell (Industrials)	211.52	-0.5%	2.4%	-2.7%	-12.9%	-8.8%	4.8%	-6.4%	4.8%	21.7%	10.3%	5.1%	20.5%	-18.0%	Mar '26
Nvidia (IT)	228.86	1.7%	0.7%	5.3%	19.0%	36.9%	28.7%	38.9%	23.0%	432.7%	1010.5%	64.8%	138.3%	-2.7%	May '26
Broadcom (IT)	349.57	-0.9%	-3.6%	-5.0%	-4.1%	16.7%	5.3%	50.6%	1.6%	334.0%	677.7%	55.1%	126.6%	-27.2%	Jun '26
Adobe (IT)	231.01	-1.9%	-7.4%	-20.8%	13.9%	-1.6%	-35.9%	-21.3%	-34.0%	-54.2%	-60.1%	-49.4%	-32.1%	-50.2%	Feb '25
Oracle (IT)	132.60	-3.3%	-10.7%	-12.1%	-10.4%	-4.4%	-52.7%	18.1%	-31.3%	29.4%	56.8%	-25.7%	8.3%	-59.2%	Sep '25
salesforce.com (IT)	227.27	-2.9%	-3.9%	-11.1%	43.8%	27.6%	-5.8%	-20.2%	-13.6%	14.0%	-14.9%	-29.0%	-5.6%	-36.0%	Jan '25
Linde PLC (Materials)	472.04	0.5%	3.2%	-3.3%	-8.9%	-3.3%	0.9%	3.2%	11.8%	31.3%	68.4%	4.6%	16.5%	-13.4%	Jul '26
Sherwin-Williams (Materials)	332.79	1.1%	3.6%	-3.5%	-3.1%	6.0%	-1.7%	-3.8%	3.4%	33.4%	24.5%	-3.9%	7.6%	-10.5%	Sep '25
American Tower (Real Estate)	168.00	-0.6%	-3.8%	-4.7%	-4.3%	1.0%	-10.2%	-0.9%	-2.4%	15.0%	-27.3%	-6.0%	-13.4%	-24.9%	Jul '25
Prologis Inc. (Real Estate)	132.44	-0.5%	-2.5%	-5.1%	-4.6%	4.3%	19.6%	25.1%	6.2%	30.1%	22.2%	15.4%	55.0%	-11.0%	Jul '26
NextEra Energy (Utilities)	75.49	-0.8%	-5.2%	-7.8%	-14.1%	-16.2%	2.4%	15.5%	-3.9%	44.6%	11.7%	15.2%	23.1%	-21.7%	Apr '26
Duke Energy (Utilities)	113.41	0.05%	-2.9%	-5.7%	-10.9%	-11.2%	-4.6%	12.7%	-0.7%	43.2%	41.7%	6.9%	3.0%	-13.5%	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	15.76	p	EOD	-0.8%	-1.5%	-1.6%	3.0%	3.2%	9.4%	1.5%	25.0%	10.6%	9.3%	12.2%	-1.9%	Aug '26
Moderate-60% Stock	68.82		-0.6%	-1.3%	-1.6%	0.7%	10.4%	10.5%	16.4%	7.2%	50.5%	39.7%	20.7%	33.5%	-2.2%	Aug '26
Mod Agg-80% Stock	56.02	p	EOD	-0.7%	-0.6%	2.5%	15.2%	15.2%	19.6%	11.3%	66.0%	54.6%	27.5%	46.2%	-1.4%	Aug '26
Aggressive-90% Stock	34.93	p	EOD	-0.5%	-0.1%	2.9%	19.4%	20.3%	20.9%	15.4%	74.0%	59.2%	32.8%	56.6%	-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	83572.38	-1.0%	-3.5%	7.4%	39.2%	26.0%	-23.8%	-6.3%	-4.5%	209.3%	103.7%	-13.5%	9.6%	-33.0%	Oct '25
Ethereum	2686.15	-0.03%	-3.3%	10.0%	70.4%	34.9%	-33.4%	-11.0%	-9.5%	62.5%	-4.3%	-1.1%	82.4%	-44.4%	Aug '25
BNB	765.34	-1.7%	-4.2%	10.7%	35.0%	24.8%	-20.4%	23.1%	-11.3%	255.8%	129.8%	17.1%	38.3%	-41.6%	Oct '25
Solana	118.91	-2.6%	0.1%	14.2%	65.5%	43.2%	-42.1%	-34.2%	-4.5%	495.8%	-9.6%	-29.6%	12.7%	-54.6%	Jan '25
Bitcoin ETF	47.21	-0.8%	-3.7%	7.5%	39.5%	26.2%	-23.8%	-6.4%	-4.9%	-	-	-13.6%	8.3%	-33.8%	Oct '25
Grayscale Bitcoin (hi fee)	64.40	-0.8%	-3.7%	7.3%	39.2%	25.4%	-24.8%	-7.6%	-5.8%	275.2%	117.8%	-15.4%	6.3%	-34.6%	Oct '25
Bloomberg Commodities	26.01	-1.2%	-1.0%	2.2%	16.7%	8.0%	40.4%	14.9%	33.2%	52.2%	67.1%	39.7%	54.6%	-3.0%	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	5.56	1.0%	5.0%	6.8%	14.3%	11.6%	16.7%	1.1%	14.9%	17.6%	168.6%	16.7%	17.9%	NewNew Peak	Sep '26
10yr Treasury rate	5.24	1.1%	5.6%	11.0%	19.9%	18.0%	25.1%	-9.0%	25.9%	14.0%	241.6%	15.5%	22.9%	NewNew Peak	Sep '26
5yr Treasury rate	5.07	1.2%	4.8%	13.1%	22.7%	24.5%	34.4%	-15.0%	36.2%	9.2%	395.4%	16.0%	29.5%	NewNew Peak	Sep '26
13-week T-bill	4.06	-0.3%	1.9%	8.8%	10.8%	12.5%	5.1%	-15.7%	14.4%	-23.6%	13423.3%	-3.8%	-2.9%	-5.3%	May '25
Crude Oil	93.29	1.0%	-2.6%	11.9%	34.8%	-6.4%	42.0%	-19.9%	62.5%	1.7%	23.9%	29.1%	56.6%	-17.4%	Apr '26
Gold	4148.50	-4.0%	-5.4%	-8.4%	1.3%	-7.7%	8.9%	64.4%	-4.4%	120.8%	138.8%	41.3%	38.7%	-22.0%	Jan '26
USD/EUR	0.88	0.06%	0.8%	1.9%	0.2%	1.4%	-	-11.4%	3.3%	-7.1%	2.8%	-8.1%	-3.4%	-9.9%	Jan '25
USD/JPY	157.35	-0.07%	0.0%	-1.7%	-2.7%	-1.5%	-	-0.4%	0.6%	5.4%	41.1%	3.6%	7.9%	-4.0%	Jul '26
S&P 500 Volatility Index	16.07	8.1%	8.1%	11.4%	-12.7%	-48.2%	5.1%	-13.8%	7.5%	-7.3%	-30.9%	5.2%	-69.3%	-69.3%	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	49.87		-0.2%	-0.5%	-0.8%	-0.4%	0.9%	2.4%	6.1%	1.1%	17.6%	18.4%	6.4%	5.7%	-0.9%	Aug '26
Interm Muni- JPMorgan	47.47		-0.6%	-2.2%	-4.0%	-5.4%	-3.1%	-2.3%	4.3%	-3.7%	9.1%	0.9%	-0.2%	2.2%	-5.6%	Jul '26
Interm Bond- Janus MSB	42.61		-0.6%	-2.2%	-3.7%	-4.8%	-2.6%	-1.6%	8.8%	-3.5%	14.7%	-0.5%	4.0%	2.9%	-5.5%	Feb '26
Interm Bond- Vanguard	72.96		-0.5%	-1.7%	-2.9%	-4.2%	-2.5%	-2.3%	8.5%	-3.6%	13.6%	-2.5%	3.7%	2.2%	-5.3%	Feb '26
Multisector Bond- Intrepid	8.81	p	EOD	-0.6%	-0.8%	0.1%	2.8%	3.8%	8.2%	2.4%	27.9%	33.2%	9.1%	11.9%	-0.8%	Aug '26
Int’l Bond- JPMorgan	46.68		-0.3%	-1.1%	-2.1%	-2.7%	0.7%	0.0%	8.2%	-1.3%	17.7%	12.1%	5.0%	5.6%	-3.1%	Feb '26
Long Bond- Vanguard	68.97		-0.9%	-3.7%	-4.2%	-7.5%	-3.4%	-5.8%	7.2%	-5.6%	12.6%	-17.2%	-0.1%	3.4%	-8.4%	Oct '25
Long CA Muni- PIMCO	8.87	p	EOD	-1.9%	-3.8%	-5.3%	-2.7%	-1.4%	4.4%	-3.3%	12.6%	1.6%	0.4%	3.2%	-5.7%	Jul '26
Long Muni- iShares	53.92		-0.2%	-2.2%	-3.9%	-5.7%	-3.3%	-2.3%	3.4%	-4.3%	7.5%	-1.7%	-0.6%	3.2%	-6.1%	Feb '26

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