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S&P 500

Return

60.4%

[

19.5%

annualized]

Dec 29 2023 - Aug 24 2026

DJIA (Large Value)

Return

41.7%

[

14.0%

annualized]

Dec 29 2023 - Aug 24 2026

Russell 2000 (Small Cap)

Return

47.8%

[

15.8%

annualized]

Dec 29 2023 - Aug 24 2026

Performance Range:

As of Aug 24 05:30 PM EDT, next update at 05:40 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	7652.86	-0.3%	-1.2%	3.2%	2.4%	11.1%	18.3%	16.4%	11.8%	74.9%	70.6%	59.5%	113.9%	-1.9%	Aug '26
DJIA (Large Value)	53417.16	0.3%	-0.1%	2.8%	5.6%	8.6%	17.1%	13.0%	11.1%	56.7%	51.0%	46.0%	82.9%	-1.7%	Aug '26
Russell 2000 (Small Cap)	2995.08	-0.8%	-2.0%	2.2%	4.4%	12.9%	26.8%	11.3%	20.7%	62.2%	34.3%	31.8%	77.5%	-2.4%	Aug '26
NASDAQ Comp (Tech/Growth)	25980.19	-0.8%	-2.5%	4.0%	-1.4%	13.6%	20.9%	20.4%	11.8%	93.0%	73.0%	64.1%	149.4%	-4.1%	Jun '26
Aggregate Bond	97.55	0.2%	0.3%	0.4%	0.1%	-1.5%	2.1%	7.2%	0.0%	13.9%	-1.2%	0.4%	17.3%	-1.9%	Feb '26
Corp Bond	106.18	0.2%	0.5%	0.4%	-0.9%	-2.7%	0.8%	7.9%	-1.0%	15.7%	-4.2%	-2.3%	23.9%	-2.7%	Feb '26
High Yield Bond	79.70	0.11%	0.1%	1.1%	1.2%	1.6%	4.5%	8.6%	2.3%	28.1%	20.1%	19.1%	39.5%	-0.1%	Aug '26
Preferred	30.51	0.2%	-0.4%	1.6%	-1.0%	-1.4%	1.4%	4.9%	1.5%	21.5%	4.1%	2.7%	26.1%	-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	53.58	0.07%	2.6%	4.5%	6.9%	1.2%	18.4%	9.9%	19.1%	40.9%	39.1%	31.0%	68.2%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	118.30	0.2%	1.3%	8.1%	-0.5%	1.7%	2.3%	7.4%	-0.5%	48.9%	36.1%	16.9%	75.8%	-4.6%	Jan '26
Financial Services	58.22	1.3%	1.1%	3.4%	12.5%	15.2%	10.4%	14.9%	7.2%	80.4%	66.0%	59.1%	104.7%	-0.1%	Aug '26
Real Estate	99.10	0.6%	1.1%	-1.7%	3.3%	6.2%	11.7%	3.3%	14.2%	38.0%	13.3%	2.7%	50.7%	-1.8%	Jul '26
Communication Services	112.32	0.8%	1.4%	5.7%	-2.5%	-2.7%	2.2%	23.1%	-4.0%	77.9%	40.8%	50.6%	145.6%	-5.9%	Jan '26
Energy	63.11	-0.8%	0.8%	5.9%	6.9%	16.1%	47.7%	7.9%	43.1%	60.1%	212.6%	157.7%	78.5%	-1.0%	Aug '26
Industrials	179.00	-0.7%	-3.9%	-2.0%	4.5%	1.7%	18.4%	19.3%	16.0%	76.9%	85.6%	82.6%	123.3%	-4.0%	Aug '26
Technology	180.05	-1.8%	-5.4%	2.4%	-0.1%	28.6%	37.9%	24.6%	25.4%	119.9%	137.3%	112.2%	217.4%	-9.1%	Jun '26
Consumer Staples/Defensive	87.45	1.7%	3.3%	3.9%	3.8%	-1.3%	9.0%	1.5%	14.0%	31.7%	38.6%	27.7%	42.9%	-1.6%	Feb '26
Healthcare	174.70	0.05%	4.6%	7.5%	17.1%	11.6%	28.6%	14.5%	13.8%	38.7%	39.6%	34.8%	52.5%	-0.6%	Aug '26
Utilities	43.22	1.1%	-2.2%	-6.6%	-4.1%	-7.2%	3.3%	16.0%	2.6%	49.7%	46.4%	39.5%	57.4%	-8.2%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.20	-0.4%	-1.0%	3.8%	3.4%	9.4%	21.2%	22.4%	14.0%	79.3%	68.9%	62.7%	121.1%	-1.4%	Aug '26
MSCI Emerging Markets	66.11	-1.5%	-1.8%	4.4%	0.9%	6.1%	33.1%	34.0%	21.5%	82.7%	44.8%	49.0%	109.9%	-7.2%	Jun '26
FTSE Europe	92.61	-0.12%	0.6%	4.8%	6.1%	5.1%	19.0%	35.8%	12.8%	70.9%	57.4%	56.2%	128.8%	-0.1%	Aug '26
MSCI Japan	94.84	-0.4%	-3.4%	4.0%	4.1%	4.5%	23.7%	25.9%	18.1%	73.5%	56.9%	57.4%	114.4%	-3.7%	Aug '26
MSCI India	49.35	-0.6%	-0.5%	2.8%	2.0%	-6.3%	-7.9%	2.7%	-8.7%	13.6%	13.7%	6.9%	22.9%	-16.0%	Sep '24
MSCI China	54.93	-1.3%	-0.2%	3.0%	-0.4%	-8.5%	-9.1%	31.0%	-8.0%	35.5%	-12.4%	-2.3%	49.5%	-16.4%	Oct '25
International Bond	47.68	0.06%	0.1%	0.0%	-0.1%	-1.5%	1.2%	2.9%	0.3%	12.4%	-0.4%	1.7%	17.7%	-1.7%	Feb '26
iShares Latin America	34.77	0.3%	3.4%	0.4%	0.8%	-5.0%	35.0%	52.7%	15.6%	52.9%	70.4%	100.3%	79.7%	-7.6%	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	701.83	-0.3%	-1.2%	3.3%	2.7%	11.7%	19.7%	17.8%	12.6%	81.8%	82.9%	70.3%	125.6%	-1.8%	Aug '26
US Large Growth	121.04	-1.1%	-3.2%	2.9%	-3.1%	7.1%	9.8%	19.8%	2.5%	89.3%	89.2%	74.5%	151.8%	-5.9%	Jun '26
US Large Value	258.32	0.4%	0.7%	4.1%	9.7%	15.9%	30.1%	15.7%	23.7%	75.4%	75.0%	67.2%	102.9%	-0.2%	Aug '26

US MidCap Blend	82.80	-0.2%	-1.5%	2.8%	6.4%	9.9%	18.2%	17.0%	14.9%	82.7%	79.4%	69.4%	119.1%	-2.0%	Aug '26
US MidCap Growth	302.19	-1.1%	-3.3%	3.4%	3.9%	10.5%	5.6%	10.7%	8.6%	55.7%	27.4%	24.1%	83.2%	-3.8%	Aug '26
US MidCap Value	209.56	0.4%	-0.1%	2.3%	8.3%	9.4%	23.0%	12.1%	19.3%	65.2%	62.3%	54.2%	86.4%	-0.7%	Aug '26

US Small Blend	302.90	-0.6%	-1.6%	2.6%	5.1%	9.9%	21.6%	8.9%	18.2%	62.5%	46.2%	42.4%	84.8%	-2.1%	Aug '26
US Small Growth	383.16	-1.1%	-2.9%	3.5%	3.0%	13.7%	25.3%	12.9%	18.8%	67.9%	32.3%	33.2%	89.1%	-3.2%	Aug '26
US Small Value	224.06	-0.3%	-1.1%	1.2%	6.4%	13.4%	31.3%	12.4%	24.4%	68.5%	52.9%	45.3%	83.0%	-1.5%	Aug '26

Foreign Large Blend	108.03	-0.2%	-0.4%	4.5%	5.5%	4.9%	19.9%	31.6%	14.3%	70.2%	57.5%	56.8%	117.9%	-0.6%	Aug '26
Foreign Growth	125.06	-0.5%	-1.5%	4.9%	3.8%	3.1%	13.5%	20.7%	10.7%	47.2%	22.8%	22.3%	85.4%	-1.6%	Aug '26
Foreign Value	82.25	0.02%	0.8%	4.0%	7.4%	6.7%	26.2%	42.2%	18.2%	95.2%	98.6%	98.1%	154.0%	NewNew Peak	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	23.12		0.08%	0.1%	1.0%	2.1%	4.8%	3.0%	3.6%	3.0%	20.3%	31.6%	29.0%	35.0%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.68		0.02%	0.2%	0.5%	1.2%	2.3%	4.8%	5.2%	3.0%	19.7%	27.3%	27.0%	29.3%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.50		-0.5%	-0.4%	0.5%	1.2%	3.3%	4.1%	6.9%	1.2%	22.0%	29.7%	28.4%	34.9%	-0.5%	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.0%	0.5%	1.5%	3.1%	6.8%	8.9%	3.7%	33.1%	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	59.63		-0.3%	-1.6%	2.3%	2.8%	9.5%	18.3%	17.7%	12.3%	85.6%	114.6%	109.3%	131.2%	-2.1%	Aug '26
Int’l Min Volatility- Franklin	43.08		0.2%	0.7%	1.5%	5.4%	6.4%	28.8%	27.1%	19.3%	91.8%	116.7%	112.7%	128.4%	NewNew Peak	Aug '26
MidCap 30 - Hennessy (hi fee)	27.72	p	EOD	-2.6%	-0.3%	1.0%	8.8%	15.6%	3.0%	14.2%	75.4%	116.1%	113.2%	119.2%	-6.6%	Jun '26
Small Value- Avantis	125.79		-0.5%	-1.9%	0.4%	5.2%	11.1%	28.9%	7.4%	24.1%	67.1%	83.8%	68.0%	92.8%	-2.3%	Aug '26
Mid Value- Pacer Cash Cows	72.17		0.2%	3.2%	11.2%	12.4%	12.8%	26.9%	9.0%	20.5%	53.7%	77.2%	66.6%	80.2%	NewNew Peak	Aug '26
Growth- S&P Momentum	146.14		-1.7%	-5.8%	-0.3%	1.0%	23.6%	26.5%	26.6%	23.0%	160.3%	148.2%	138.9%	193.7%	-9.6%	Jun '26
Invesco S&P Quality	85.90		-0.06%	-2.1%	1.3%	1.7%	7.7%	19.6%	13.2%	15.2%	75.4%	80.9%	71.3%	125.8%	-4.7%	Jun '26
Rotation Factor- BlackRock	68.85		-0.3%	-1.9%	2.5%	3.5%	12.9%	21.7%	20.0%	13.7%	98.6%	101.0%	92.3%	160.5%	-2.1%	Aug '26
US Min Volatility- Fidelity	73.06		0.6%	1.1%	4.2%	4.4%	8.5%	14.5%	11.8%	10.4%	53.6%	58.5%	50.1%	83.1%	-0.8%	Aug '26
Derivative Income- JPMorgan	58.09		0.3%	0.5%	2.9%	5.2%	1.8%	9.7%	8.1%	6.4%	35.3%	43.3%	37.8%	57.3%	NewNew Peak	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	17.65	p	EOD	-0.1%	1.5%	1.9%	11.1%	10.2%	6.5%	11.6%	33.0%	46.7%	44.6%	44.0%	-0.1%	Aug '26
Multistrategy- AQR	15.11	p	EOD	0.3%	1.8%	2.6%	4.1%	13.8%	16.4%	7.9%	46.4%	81.7%	77.2%	58.3%	NewNew Peak	Aug '26
Long Short- AQR	22.09	p	EOD	-1.1%	5.0%	6.2%	5.4%	17.1%	34.4%	4.4%	96.5%	195.9%	169.5%	157.0%	-1.1%	Aug '26
Mkt Neutral- BlackRock	15.41	p	EOD	-1.3%	0.6%	4.1%	12.2%	21.6%	18.3%	13.7%	78.1%	91.0%	92.3%	92.9%	-1.3%	Aug '26
Multi Strategy- Variant	25.84	p	EOD	0.0%	0.4%	1.2%	3.0%	6.5%	7.2%	3.5%	20.8%	42.7%	38.5%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	75.95		0.01%	-0.6%	1.2%	2.0%	6.9%	13.4%	9.1%	7.4%	48.7%	62.3%	54.2%	70.5%	-0.6%	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)	348.06	0.9%	1.2%	8.9%	-9.1%	12.1%	69.4%	66.0%	11.3%	170.6%	148.6%	142.2%	259.9%	-13.5%	May '26
Meta (Communications)	559.02	1.7%	-1.7%	-6.1%	-8.3%	-12.4%	-25.7%	13.1%	-15.2%	96.7%	54.3%	66.6%	342.3%	-29.0%	Aug '25
Amazon (Cyclical)	262.07	1.3%	0.3%	12.9%	-1.6%	25.7%	14.5%	5.2%	13.5%	98.8%	58.6%	53.8%	132.1%	-7.7%	Aug '26
Tesla (Cyclical)	348.95	-3.8%	2.8%	11.5%	-18.1%	-14.8%	2.6%	11.4%	-22.4%	51.7%	47.8%	-12.7%	60.6%	-28.8%	Dec '25
Procter & Gamble (Defensive)	146.60	1.3%	2.4%	-0.5%	2.3%	-10.0%	-4.9%	-12.3%	4.6%	4.0%	16.4%	1.7%	30.8%	-14.4%	Dec '24
PepsiCo (Defensive)	144.67	0.8%	4.7%	5.9%	-2.9%	-13.0%	0.5%	-1.8%	2.8%	-9.3%	8.7%	-3.3%	-3.3%	-17.5%	May '23
Coca-Cola (Defensive)	91.99	1.0%	5.8%	11.8%	13.6%	15.5%	34.9%	15.6%	33.3%	67.2%	90.4%	77.1%	86.3%	NewNew Peak	Aug '26
Exxon Mobil (Energy)	164.05	-0.6%	1.6%	5.2%	6.6%	11.4%	51.7%	16.0%	39.1%	70.2%	253.1%	203.6%	90.0%	-3.1%	Mar '26
Chevron (Energy)	203.09	-1.1%	1.1%	5.2%	7.0%	11.5%	33.5%	10.1%	37.0%	45.8%	153.6%	105.7%	51.4%	-2.1%	Mar '26
JPMorgan Chase (Financial)	356.39	1.4%	-1.3%	0.9%	16.8%	21.0%	22.6%	37.3%	12.2%	158.6%	156.2%	148.3%	275.6%	-2.4%	Aug '26
Visa (Financial)	382.41	3.1%	6.6%	7.7%	16.5%	25.0%	10.1%	11.8%	9.7%	63.4%	69.6%	79.1%	121.3%	NewNew Peak	Aug '26
Mastercard (Financial)	599.86	3.3%	6.7%	11.2%	20.5%	20.9%	0.8%	9.0%	5.6%	53.6%	70.8%	66.4%	116.5%	NewNew Peak	Aug '26
Bank of America (Financial)	62.33	1.0%	-2.4%	0.5%	21.0%	25.0%	28.7%	28.0%	14.6%	134.8%	69.8%	51.0%	129.6%	-3.8%	Aug '26
UnitedHealth (Health)	398.76	2.2%	0.8%	-5.2%	3.2%	47.5%	33.2%	-33.1%	22.4%	-13.2%	2.8%	-13.9%	-14.3%	-33.5%	Nov '24
Johnson & Johnson (Health)	273.04	1.0%	4.1%	3.7%	17.2%	11.5%	56.1%	47.5%	33.4%	80.5%	78.1%	80.9%	87.1%	-0.1%	Aug '26
Eli Lilly (Health)	1246.93	-0.7%	5.4%	4.4%	17.3%	20.0%	76.3%	40.2%	16.6%	132.3%	396.6%	378.6%	296.4%	-2.6%	Aug '26
Union Pacific (Industrials)	309.86	0.6%	3.3%	0.8%	17.1%	17.4%	39.1%	3.9%	35.4%	48.9%	56.8%	38.7%	75.9%	NewNew Peak	Aug '26
Honeywell (Industrials)	214.77	-0.5%	-6.4%	-11.4%	-9.9%	-14.8%	-0.6%	-6.4%	6.4%	24.9%	4.5%	15.9%	36.6%	-16.7%	Mar '26
Nvidia (IT)	208.48	-2.9%	-7.3%	0.8%	-3.1%	8.2%	17.3%	38.9%	11.9%	342.9%	859.9%	594.3%	1717.4%	-11.5%	May '26
Broadcom (IT)	358.76	-2.6%	-8.6%	-6.1%	-13.2%	10.6%	22.9%	50.6%	4.0%	335.3%	718.6%	486.0%	782.0%	-25.4%	Jun '26
Adobe (IT)	276.27	0.4%	8.8%	22.7%	12.9%	8.3%	-23.7%	-21.3%	-21.1%	-46.1%	-58.0%	-51.0%	-3.5%	-56.5%	Feb '24
Oracle (IT)	142.45	-2.7%	-2.9%	23.9%	-25.6%	-1.8%	-39.0%	18.1%	-26.2%	30.7%	72.1%	72.8%	134.0%	-56.1%	Sep '25
salesforce.com (IT)	209.06	-0.05%	9.5%	27.7%	16.4%	13.3%	-15.1%	-20.2%	-20.7%	3.5%	-18.1%	-16.7%	49.5%	-42.4%	Dec '24
Linde PLC (Materials)	490.03	0.5%	3.3%	-4.3%	-5.0%	-2.1%	3.1%	3.2%	15.7%	34.7%	67.8%	53.8%	89.5%	-10.4%	Jul '26
Sherwin-Williams (Materials)	346.73	0.04%	-0.7%	9.5%	12.4%	-4.3%	-6.1%	-3.8%	7.8%	32.3%	19.7%	6.8%	78.5%	-11.9%	Nov '24
American Tower (Real Estate)	178.39	1.5%	3.6%	7.0%	-2.0%	-4.4%	-12.6%	-0.9%	3.6%	11.9%	-26.7%	-27.9%	10.3%	-21.2%	Sep '24
Prologis Inc. (Real Estate)	143.36	1.1%	1.9%	-2.9%	-1.0%	3.8%	31.8%	25.1%	14.0%	29.6%	26.6%	-0.5%	60.4%	-4.5%	Jul '26
NextEra Energy (Utilities)	84.10	0.5%	-2.5%	-6.3%	-4.3%	-10.9%	13.4%	15.5%	6.2%	36.7%	14.0%	3.7%	28.6%	-13.4%	Apr '26
Duke Energy (Utilities)	121.97	1.8%	-1.3%	-5.7%	-2.1%	-3.4%	1.5%	12.7%	6.8%	51.7%	40.6%	41.5%	65.6%	-7.0%	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	15.98	p	EOD	-0.1%	1.0%	0.7%	0.6%	5.7%	9.4%	2.9%	24.8%	10.6%	11.4%	33.5%	-0.6%	Aug '26
Moderate-60% Stock	69.73		-0.2%	-0.6%	2.5%	2.1%	4.9%	13.7%	16.4%	8.6%	50.6%	38.9%	36.4%	73.2%	-1.0%	Aug '26
Mod Agg-80% Stock	56.35	p	EOD	-0.5%	3.6%	3.0%	7.3%	18.0%	19.6%	11.9%	64.6%	52.2%	48.6%	95.3%	-0.8%	Aug '26
Aggressive-90% Stock	35.03	p	EOD	-0.7%	3.7%	3.8%	9.8%	23.0%	20.9%	15.7%	71.4%	56.3%	52.2%	103.2%	-0.7%	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	78939.83	1.5%	22.4%	23.2%	4.6%	23.2%	-32.5%	-6.3%	-9.8%	201.7%	65.5%	69.9%	312.1%	-36.7%	Oct '25
Ethereum	2481.80	0.7%	29.8%	33.4%	20.2%	33.9%	-48.6%	-11.0%	-16.4%	49.5%	-21.8%	-34.0%	91.7%	-48.6%	Aug '25
BNB	704.52	0.4%	16.4%	24.8%	8.5%	20.6%	-21.6%	23.1%	-18.4%	222.2%	49.4%	37.6%	160.0%	-46.2%	Oct '25
Solana	96.85	1.5%	27.5%	31.1%	14.9%	22.5%	-51.7%	-34.2%	-22.2%	360.5%	37.0%	-43.1%	210.8%	-63.0%	Jan '25
Bitcoin ETF	44.64	2.2%	22.6%	22.8%	3.9%	22.2%	-32.6%	-6.4%	-10.1%	-	-	-	-	-37.4%	Oct '25
Grayscale Bitcoin (hi fee)	60.96	2.2%	22.5%	22.6%	3.6%	21.3%	-33.5%	-7.6%	-10.8%	281.7%	72.6%	96.9%	502.0%	-38.1%	Oct '25
Bloomberg Commodities	25.33	-0.6%	1.6%	3.4%	1.5%	17.8%	41.8%	14.9%	29.7%	50.6%	73.5%	64.7%	42.8%	-2.2%	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	5.23	-0.9%	-1.5%	1.3%	3.3%	11.6%	7.1%	1.1%	8.1%	21.6%	174.3%	159.5%	34.7%	-1.5%	Aug '26
10yr Treasury rate	4.70	-0.7%	-0.4%	0.5%	3.2%	16.6%	10.4%	-9.0%	13.0%	11.1%	264.7%	188.9%	20.6%	-5.7%	Oct '23
5yr Treasury rate	4.41	-0.4%	0.7%	-0.4%	3.6%	22.5%	17.3%	-15.0%	18.4%	0.1%	455.9%	222.9%	7.2%	-11.1%	Oct '23
13-week T-bill	3.70	-0.2%	0.0%	-2.7%	3.3%	3.2%	-9.4%	-15.7%	4.4%	-30.2%	7614.6%	6886.8%	4.8%	-30.8%	Oct '23
Crude Oil	84.98	-2.4%	0.6%	-4.8%	-12.0%	29.5%	33.5%	-19.9%	48.0%	7.5%	25.8%	11.7%	-2.6%	-24.8%	Apr '26
Gold	4710.00	1.9%	6.6%	15.8%	4.2%	-8.6%	39.6%	64.5%	8.9%	145.5%	160.9%	161.8%	182.0%	-11.4%	Jan '26
USD/EUR	0.86	0.11%	-0.7%	-2.5%	-0.5%	1.1%	-	-11.4%	0.7%	-7.5%	0.7%	-2.5%	-16.8%	-12.2%	Jan '25
USD/JPY	159.03	0.08%	-0.2%	-2.9%	-0.1%	2.8%	-	-0.4%	1.7%	8.9%	44.9%	38.1%	8.4%	-3.0%	Jul '26
S&P 500 Volatility Index	15.85	4.8%	4.3%	-14.7%	-5.1%	-18.9%	11.5%	-13.8%	6.0%	-7.8%	-8.0%	-4.5%	-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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.47		0%	0.0%	0.5%	1.0%	1.2%	3.8%	6.1%	2.0%	18.9%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.65		-0.09%	-0.3%	0.1%	0.2%	-1.2%	4.0%	4.3%	0.4%	11.7%	4.5%	4.7%	16.3%	-1.5%	Jul '26
Interm Bond- Janus MSB	44.47		0.2%	0.2%	0.5%	0.1%	-1.5%	3.7%	8.8%	0.3%	17.0%	3.2%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	75.54		0.1%	0.1%	0.4%	0.1%	-2.0%	1.5%	8.5%	-0.6%	15.3%	-0.6%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.0%	0.4%	1.0%	2.8%	5.7%	8.2%	3.1%	29.7%	34.9%	32.2%	39.0%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.91		0.10%	0.1%	0.9%	0.9%	-0.7%	3.0%	8.2%	1.0%	19.4%	14.5%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	72.00		0.4%	1.0%	0.2%	-2.0%	-4.3%	-0.2%	7.2%	-2.0%	12.8%	-15.4%	-13.3%	22.3%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.27	p	EOD	-0.3%	0.2%	0.5%	-1.0%	5.6%	4.4%	0.7%	14.7%	5.0%	4.7%	20.3%	-1.8%	Jul '26
Long Muni- iShares	56.53		0.03%	-0.2%	0.2%	0.2%	-1.6%	4.3%	3.4%	0.1%	10.0%	2.0%	2.0%	13.9%	-1.8%	Feb '26

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