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S&P 500

Return

60.4%

[

19.6%

annualized]

Dec 29 2023 - Aug 20 2026

DJIA (Large Value)

Return

40.1%

[

13.6%

annualized]

Dec 29 2023 - Aug 20 2026

Russell 2000 (Small Cap)

Return

47.7%

[

15.9%

annualized]

Dec 29 2023 - Aug 20 2026

Performance Range:

As of Aug 20 03:30 PM EDT, next update at 03:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7652.77	-0.7%	-1.9%	2.8%	3.0%	10.8%	19.7%	16.4%	11.8%	75.1%	72.3%	59.5%	113.9%	-1.9%	Aug '26
DJIA (Large Value)	52816.22	-1.2%	-1.9%	1.9%	5.6%	6.4%	17.5%	13.0%	9.9%	53.1%	50.4%	44.4%	80.8%	-2.8%	Aug '26
Russell 2000 (Small Cap)	2993.51	-1.3%	-1.9%	1.7%	6.3%	12.4%	31.9%	11.3%	20.6%	61.0%	38.1%	31.7%	77.4%	-2.4%	Aug '26
NASDAQ Comp (Tech/Growth)	26087.02	-0.9%	-2.7%	2.3%	-0.7%	14.0%	23.2%	20.4%	12.2%	96.3%	77.3%	64.8%	150.4%	-3.7%	Jun '26
Aggregate Bond	97.56	-0.3%	-0.1%	-0.1%	0.3%	-1.4%	2.4%	7.2%	0.0%	14.3%	-1.3%	0.4%	17.3%	-1.8%	Feb '26
Corp Bond	106.11	-0.4%	-0.4%	-0.5%	-0.6%	-2.7%	1.1%	7.9%	-1.1%	16.5%	-4.4%	-2.3%	23.8%	-2.8%	Feb '26
High Yield Bond	79.57	-0.2%	-0.3%	0.3%	1.1%	1.2%	5.0%	8.6%	2.1%	28.2%	20.5%	18.9%	39.2%	-0.3%	Aug '26
Preferred	30.49	-0.3%	-1.3%	1.0%	-0.6%	-1.5%	2.2%	4.9%	1.4%	21.4%	4.4%	2.7%	26.0%	-2.5%	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	52.47	-0.09%	0.3%	4.9%	5.9%	-0.1%	18.6%	9.9%	16.7%	37.5%	38.3%	28.3%	64.7%	-1.4%	Aug '26
Consumer Discretionary/Cyclical	116.65	-1.6%	-1.5%	1.8%	-0.9%	-0.3%	3.3%	7.4%	-1.9%	47.0%	36.8%	15.2%	73.3%	-5.9%	Jan '26
Financial Services	57.06	-0.7%	-2.1%	1.8%	10.8%	9.7%	9.6%	14.9%	5.1%	76.0%	65.1%	55.9%	100.6%	-2.1%	Aug '26
Real Estate	98.85	0.2%	0.3%	-0.6%	3.3%	6.2%	13.2%	3.3%	13.9%	38.4%	12.3%	2.4%	50.3%	-2.1%	Jul '26
Communication Services	110.71	-0.5%	-1.6%	-0.1%	-4.4%	-4.7%	2.0%	23.1%	-5.4%	76.0%	40.9%	48.4%	142.0%	-7.3%	Jan '26
Energy	63.73	0.2%	4.4%	10.0%	7.3%	17.7%	53.2%	7.9%	44.5%	57.9%	232.9%	160.3%	80.3%	NewNew Peak	Aug '26
Industrials	179.76	-1.2%	-3.2%	0.9%	5.5%	2.0%	20.4%	19.3%	16.5%	76.6%	88.8%	83.4%	124.2%	-3.6%	Aug '26
Technology	183.28	-0.2%	-3.9%	4.3%	3.6%	30.4%	41.8%	24.6%	27.6%	126.6%	144.4%	116.0%	223.1%	-7.4%	Jun '26
Consumer Staples/Defensive	85.45	-1.3%	-0.6%	0.7%	0.6%	-1.6%	5.5%	1.5%	11.4%	26.9%	34.0%	24.8%	39.6%	-3.9%	Feb '26
Healthcare	172.87	-1.6%	2.7%	8.5%	18.0%	11.2%	27.9%	14.5%	12.6%	36.1%	37.7%	33.4%	50.9%	-1.6%	Aug '26
Utilities	43.81	-0.5%	-0.5%	-2.5%	-0.9%	-4.2%	4.5%	16.0%	4.0%	51.0%	45.6%	41.4%	59.5%	-7.0%	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	160.00	-0.4%	-1.5%	3.6%	3.8%	9.1%	22.6%	22.4%	13.8%	79.4%	71.2%	62.5%	120.8%	-1.5%	Aug '26
MSCI Emerging Markets	66.52	0.6%	-0.2%	4.7%	2.1%	7.3%	36.3%	34.0%	22.2%	86.1%	51.3%	49.9%	111.2%	-6.6%	Jun '26
FTSE Europe	91.93	-0.3%	-0.5%	4.8%	5.6%	4.0%	19.3%	35.8%	12.0%	69.1%	57.7%	55.0%	127.1%	-0.7%	Aug '26
MSCI Japan	94.19	-0.6%	-4.3%	4.2%	3.8%	3.5%	23.4%	25.9%	17.3%	73.3%	59.3%	56.3%	112.9%	-4.3%	Aug '26
MSCI India	49.58	0.07%	-0.8%	2.1%	3.2%	-7.2%	-7.9%	2.7%	-8.3%	15.3%	15.1%	7.4%	23.4%	-15.6%	Sep '24
MSCI China	55.43	0.07%	1.9%	2.5%	-1.5%	-8.5%	-5.7%	31.0%	-7.1%	38.1%	-5.7%	-1.4%	50.9%	-15.7%	Oct '25
International Bond	47.64	-0.2%	-0.6%	-0.1%	0.1%	-1.4%	1.0%	2.9%	0.2%	13.0%	-0.6%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	33.74	0.2%	0.9%	-1.5%	-2.5%	-7.9%	35.4%	52.7%	12.2%	52.1%	71.4%	94.3%	74.4%	-10.3%	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	701.72	-0.7%	-1.9%	2.9%	3.3%	11.4%	21.0%	17.8%	12.6%	82.0%	84.7%	70.3%	125.6%	-1.9%	Aug '26
US Large Growth	121.82	-0.7%	-3.1%	2.0%	-2.2%	7.5%	11.7%	19.8%	3.1%	92.2%	93.3%	75.6%	153.4%	-5.3%	Jun '26
US Large Value	256.70	-0.8%	-0.8%	3.9%	10.1%	14.7%	31.0%	15.7%	22.9%	72.9%	75.5%	66.2%	101.7%	-0.8%	Aug '26

US MidCap Blend	82.64	-0.5%	-1.9%	3.4%	7.6%	9.4%	19.7%	17.0%	14.7%	81.7%	82.1%	69.1%	118.6%	-2.2%	Aug '26
US MidCap Growth	303.27	-0.8%	-3.2%	3.5%	6.1%	10.2%	7.3%	10.7%	9.0%	56.0%	30.3%	24.6%	83.9%	-3.4%	Aug '26
US MidCap Value	208.30	-0.3%	-1.0%	3.4%	8.7%	8.8%	24.2%	12.1%	18.6%	63.2%	63.6%	53.2%	85.3%	-1.3%	Aug '26

US Small Blend	302.96	-1.0%	-1.8%	3.0%	6.7%	9.3%	25.3%	8.9%	18.2%	61.8%	49.8%	42.5%	84.8%	-2.0%	Aug '26
US Small Growth	382.82	-1.9%	-2.5%	2.3%	5.5%	13.7%	30.1%	12.9%	18.7%	67.4%	36.7%	33.1%	88.9%	-3.2%	Aug '26
US Small Value	223.94	-0.7%	-1.2%	1.4%	7.7%	12.2%	36.9%	12.4%	24.4%	66.6%	56.4%	45.2%	82.9%	-1.5%	Aug '26

Foreign Large Blend	107.28	-0.4%	-1.3%	4.6%	5.2%	3.9%	20.0%	31.6%	13.5%	68.8%	58.2%	55.7%	116.4%	-1.3%	Aug '26
Foreign Growth	124.64	-0.6%	-2.0%	4.8%	4.4%	2.4%	14.0%	20.7%	10.3%	46.5%	24.0%	21.9%	84.7%	-2.0%	Aug '26
Foreign Value	81.39	-0.2%	-0.6%	4.4%	6.1%	5.6%	26.2%	42.2%	17.0%	93.0%	98.8%	96.0%	151.4%	-1.1%	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	23.05		-0.2%	-0.2%	0.6%	1.7%	3.6%	2.7%	3.6%	2.7%	20.3%	31.0%	28.6%	34.5%	-0.2%	Aug '26
Ultra Short- Janus AAA CLO	50.65		0.03%	0.1%	0.5%	1.2%	2.2%	4.8%	5.2%	2.9%	19.8%	27.2%	26.9%	29.2%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.58		0.07%	0.1%	1.0%	1.5%	2.9%	4.7%	6.9%	1.6%	22.8%	30.8%	29.0%	35.5%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	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	59.67		-0.5%	-2.0%	2.3%	3.1%	9.1%	20.0%	17.7%	12.3%	85.8%	118.0%	109.5%	131.3%	-2.0%	Aug '26
Int’l Min Volatility- Franklin	42.73		0.05%	-0.5%	2.7%	4.5%	6.3%	28.5%	27.1%	18.3%	90.3%	114.2%	111.0%	126.5%	-0.7%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.85	p	EOD	-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	125.50		-0.8%	-2.0%	0.7%	5.6%	9.3%	34.2%	7.4%	23.8%	64.2%	88.2%	67.6%	92.3%	-2.5%	Aug '26
Mid Value- Pacer Cash Cows	71.40		-0.3%	0.7%	10.4%	12.6%	11.6%	27.8%	9.0%	19.2%	49.6%	77.2%	64.8%	78.3%	-0.3%	Aug '26
Growth- S&P Momentum	148.19		-0.11%	-3.0%	2.5%	3.6%	24.1%	29.4%	26.6%	24.7%	161.6%	155.2%	142.3%	197.8%	-8.3%	Jun '26
Invesco S&P Quality	85.56		-0.6%	-2.2%	1.2%	3.0%	7.1%	19.6%	13.2%	14.7%	75.4%	81.6%	70.6%	124.9%	-5.0%	Jun '26
Rotation Factor- BlackRock	68.92		-0.7%	-2.0%	3.0%	4.1%	12.6%	23.1%	20.0%	13.9%	99.1%	104.1%	92.4%	160.7%	-2.0%	Aug '26
US Min Volatility- Fidelity	72.56		-0.5%	-0.8%	3.9%	4.6%	7.3%	14.5%	11.8%	9.6%	52.4%	57.3%	49.1%	81.8%	-1.5%	Aug '26
Derivative Income- JPMorgan	57.73		-0.4%	-0.3%	3.0%	4.9%	1.1%	9.5%	8.1%	5.7%	34.4%	42.1%	36.9%	56.3%	-0.5%	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	p	EOD	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	p	EOD	-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	p	EOD	-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	p	EOD	-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	p	EOD	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	75.83		-0.05%	-0.6%	1.6%	2.3%	6.9%	13.5%	9.1%	7.2%	48.4%	63.7%	54.0%	70.2%	-0.8%	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)	341.12	-1.0%	-1.5%	-3.1%	-12.2%	8.4%	71.6%	66.0%	9.1%	170.0%	150.4%	137.4%	252.8%	-15.2%	May '26
Meta (Communications)	542.90	-0.6%	-8.8%	-15.9%	-10.2%	-17.1%	-27.2%	13.1%	-17.6%	93.4%	52.4%	61.8%	329.5%	-31.1%	Aug '25
Amazon (Cyclical)	261.42	-1.7%	-1.4%	4.6%	-1.4%	24.4%	16.8%	5.2%	13.3%	96.2%	63.4%	53.4%	131.6%	-8.0%	Aug '26
Tesla (Cyclical)	343.45	-2.2%	1.0%	-7.1%	-17.7%	-16.6%	6.0%	11.4%	-23.6%	59.4%	51.5%	-14.1%	58.1%	-29.9%	Dec '25
Procter & Gamble (Defensive)	142.74	-1.1%	-1.1%	-3.6%	1.0%	-9.9%	-7.9%	-12.3%	1.8%	1.3%	11.9%	-1.0%	27.4%	-16.7%	Dec '24
PepsiCo (Defensive)	142.62	0.03%	1.4%	5.3%	-3.5%	-11.8%	-1.6%	-1.8%	1.3%	-11.1%	5.5%	-4.7%	-4.6%	-18.7%	May '23
Coca-Cola (Defensive)	91.06	0.8%	4.2%	10.9%	12.4%	15.6%	32.4%	15.6%	32.0%	63.2%	86.4%	75.3%	84.4%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	166.58	1.1%	5.7%	13.0%	7.3%	14.6%	57.9%	16.0%	41.2%	67.1%	276.4%	208.2%	92.9%	-1.6%	Mar '26
Chevron (Energy)	206.08	0.2%	5.1%	9.6%	8.6%	14.1%	39.8%	10.1%	39.0%	45.2%	167.0%	108.7%	53.6%	-0.6%	Mar '26
JPMorgan Chase (Financial)	352.38	-1.4%	-3.0%	4.0%	17.2%	14.5%	22.9%	37.3%	10.9%	152.7%	158.1%	145.5%	271.4%	-3.5%	Aug '26
Visa (Financial)	366.75	0.3%	0.4%	1.9%	11.1%	14.7%	7.5%	11.8%	5.2%	57.5%	64.6%	71.7%	112.2%	-0.8%	Aug '26
Mastercard (Financial)	576.67	0.5%	1.7%	5.3%	16.0%	9.9%	-2.1%	9.0%	1.5%	49.7%	67.3%	59.9%	108.1%	-3.1%	Aug '25
Bank of America (Financial)	62.18	-1.6%	-3.0%	2.9%	22.0%	18.5%	31.4%	28.0%	14.3%	130.3%	74.1%	50.7%	129.1%	-4.1%	Aug '26
UnitedHealth (Health)	384.92	-0.9%	-3.5%	-8.7%	1.0%	34.5%	31.8%	-33.1%	18.2%	-18.0%	-2.2%	-16.9%	-17.3%	-35.8%	Nov '24
Johnson & Johnson (Health)	268.15	-1.9%	2.3%	7.8%	17.6%	11.8%	53.7%	47.5%	31.0%	69.7%	72.0%	77.7%	83.7%	-1.9%	Aug '26
Eli Lilly (Health)	1248.69	-2.5%	3.4%	9.0%	22.7%	24.1%	78.1%	40.2%	16.8%	133.3%	382.3%	379.3%	297.0%	-2.5%	Aug '26
Union Pacific (Industrials)	304.66	0.9%	2.3%	2.8%	15.2%	15.7%	38.1%	3.9%	33.1%	44.7%	52.5%	36.3%	73.0%	-0.9%	Jul '26
Honeywell (Industrials)	219.15	-1.2%	-6.1%	-2.8%	-3.6%	-13.2%	4.2%	-6.4%	8.6%	26.4%	7.9%	18.3%	39.4%	-15.0%	Mar '26
Nvidia (IT)	217.32	-0.11%	-3.5%	6.9%	-2.6%	14.6%	24.1%	38.9%	16.7%	402.9%	947.6%	623.8%	1794.4%	-7.7%	May '26
Broadcom (IT)	364.48	0.6%	-12.8%	-3.6%	-12.6%	10.0%	26.1%	50.6%	5.7%	357.6%	742.6%	495.4%	796.0%	-24.2%	Jun '26
Adobe (IT)	273.21	0.3%	1.0%	16.4%	7.8%	5.6%	-22.7%	-21.3%	-21.9%	-46.2%	-57.8%	-51.6%	-4.5%	-57.0%	Feb '24
Oracle (IT)	142.26	-1.1%	-8.9%	17.2%	-24.1%	-3.3%	-38.8%	18.1%	-26.3%	26.5%	71.1%	72.5%	133.7%	-56.2%	Sep '25
salesforce.com (IT)	206.94	0.4%	2.8%	19.1%	15.2%	12.3%	-15.3%	-20.2%	-21.5%	2.8%	-17.8%	-17.6%	48.0%	-43.0%	Dec '24
Linde PLC (Materials)	480.54	-0.12%	0.5%	-6.2%	-4.9%	-2.6%	1.0%	3.2%	13.4%	33.1%	63.8%	50.8%	85.9%	-12.1%	Jul '26
Sherwin-Williams (Materials)	347.55	-1.7%	-3.9%	7.4%	13.2%	-3.2%	-4.7%	-3.8%	7.8%	31.8%	18.2%	6.8%	78.5%	-11.9%	Nov '24
American Tower (Real Estate)	176.65	1.2%	1.4%	5.7%	-3.1%	-3.8%	-12.4%	-0.9%	2.6%	11.2%	-29.0%	-28.6%	9.3%	-22.0%	Sep '24
Prologis Inc. (Real Estate)	140.85	-0.3%	-0.3%	-4.5%	-1.9%	1.1%	32.0%	25.1%	12.0%	27.6%	21.2%	-2.2%	57.6%	-6.1%	Jul '26
NextEra Energy (Utilities)	85.04	-1.0%	-1.1%	-3.4%	-3.0%	-6.4%	14.9%	15.5%	7.4%	37.0%	12.4%	4.9%	30.0%	-12.5%	Apr '26
Duke Energy (Utilities)	123.06	-0.4%	-0.3%	-1.4%	0.3%	-1.2%	2.3%	12.7%	7.7%	51.1%	39.2%	42.8%	67.1%	-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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	16.02	p	EOD	-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	69.66		-0.3%	-1.1%	2.2%	2.5%	4.8%	14.5%	16.4%	8.5%	50.7%	40.1%	36.3%	73.0%	-1.1%	Aug '26
Mod Agg-80% Stock	56.30	p	EOD	-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	p	EOD	-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	72593.11	4.8%	14.5%	11.3%	-6.3%	6.7%	-36.5%	-6.3%	-17.0%	178.7%	47.1%	56.3%	278.9%	-41.8%	Oct '25
Ethereum	2327.46	3.4%	23.5%	22.3%	9.4%	18.2%	-46.3%	-11.0%	-21.6%	40.1%	-29.2%	-38.1%	79.7%	-51.8%	Aug '25
BNB	649.47	3.7%	6.5%	13.8%	0.1%	3.8%	-25.3%	23.1%	-24.8%	200.5%	42.8%	26.8%	139.7%	-50.4%	Oct '25
Solana	87.25	2.2%	14.5%	12.2%	1.4%	3.1%	-53.5%	-34.2%	-29.9%	308.9%	10.8%	-48.8%	180.0%	-66.7%	Jan '25
Bitcoin ETF	41.14	6.1%	14.7%	11.5%	-6.5%	7.1%	-36.6%	-6.4%	-17.1%	-	-	-	-	-42.3%	Oct '25
Grayscale Bitcoin (hi fee)	56.20	6.0%	14.6%	11.4%	-6.8%	6.4%	-37.4%	-7.6%	-17.8%	257.5%	57.2%	81.5%	455.0%	-42.9%	Oct '25
Bloomberg Commodities	25.32	0.8%	3.9%	5.9%	0.1%	18.0%	43.6%	14.9%	29.6%	51.1%	79.2%	64.6%	42.8%	-2.3%	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	5.24	0.8%	0.5%	2.3%	2.4%	10.8%	6.8%	1.1%	8.2%	19.6%	179.5%	159.8%	34.8%	-1.4%	Aug '26
10yr Treasury rate	4.70	0.9%	1.2%	2.1%	2.7%	14.9%	9.3%	-9.0%	12.8%	10.5%	272.7%	188.5%	20.3%	-5.9%	Oct '23
5yr Treasury rate	4.39	0.8%	1.7%	1.4%	3.8%	20.2%	15.1%	-15.0%	17.9%	0.1%	458.9%	221.4%	6.7%	-11.6%	Oct '23
13-week T-bill	3.70	0.08%	-0.1%	-0.1%	4.1%	3.0%	-10.0%	-15.7%	4.4%	-29.8%	8511.6%	6886.8%	4.8%	-30.8%	Oct '23
Crude Oil	86.73	1.0%	6.7%	4.2%	-11.7%	30.6%	37.2%	-19.9%	51.0%	6.7%	39.2%	14.0%	-0.6%	-23.2%	Apr '26
Gold	4582.20	2.1%	5.0%	14.3%	1.1%	-9.4%	37.1%	64.5%	5.9%	142.9%	157.3%	154.7%	174.3%	-13.8%	Jan '26
USD/EUR	0.86	-0.01%	-1.2%	-2.2%	-0.5%	0.8%	-0.2%	-11.4%	0.6%	-	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	159.11	0.5%	-0.2%	-2.1%	0.1%	2.5%	8.0%	-0.4%	1.7%	-	-	38.2%	8.4%	-2.9%	Jul '26
S&P 500 Volatility Index	16.08	8.0%	9.9%	-13.8%	-7.8%	-15.8%	2.5%	-13.8%	7.6%	-7.1%	-13.4%	-3.1%	-52.1%	-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	50.47		-0.04%	0.0%	0.4%	1.0%	1.1%	4.0%	6.1%	1.9%	19.1%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.72		-0.11%	-0.6%	-0.6%	0.5%	-1.0%	4.3%	4.3%	0.5%	11.5%	4.6%	4.9%	16.4%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.49		-0.4%	-0.2%	0.0%	0.5%	-1.3%	4.2%	8.8%	0.3%	17.2%	3.3%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	75.55		-0.3%	-0.3%	-0.1%	0.2%	-1.7%	1.8%	8.5%	-0.5%	15.6%	-0.7%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	-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	47.83		-0.2%	-0.3%	0.1%	1.0%	-0.8%	3.0%	8.2%	0.9%	19.6%	14.4%	14.7%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	71.90		-0.7%	-0.4%	-1.1%	-1.4%	-4.4%	0.2%	7.2%	-2.1%	14.2%	-15.9%	-13.5%	22.2%	-5.0%	Oct '25
Long CA Muni- PIMCO	9.29	p	EOD	-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	56.58		-0.11%	-0.6%	-0.6%	0.4%	-1.4%	4.6%	3.4%	0.2%	9.8%	2.1%	2.2%	14.0%	-1.7%	Feb '26

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