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S&P 500

Return

62.4%

[

19.8%

annualized]

Dec 29 2023 - Sep 03 2026

DJIA (Large Value)

Return

42.4%

[

14.1%

annualized]

Dec 29 2023 - Sep 03 2026

Russell 2000 (Small Cap)

Return

46.4%

[

15.3%

annualized]

Dec 29 2023 - Sep 03 2026

Performance Range:

As of Sep 03 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	7747.71	1.1%	0.5%	0.1%	2.2%	12.8%	19.2%	16.4%	13.2%	71.6%	70.8%	61.5%	116.6%	-0.7%	Aug '26
DJIA (Large Value)	53686.10	1.2%	0.2%	-0.7%	4.1%	10.1%	17.7%	13.0%	11.7%	54.1%	51.8%	46.7%	83.8%	-1.2%	Aug '26
Russell 2000 (Small Cap)	2968.27	0.5%	-0.1%	-2.3%	1.1%	12.6%	24.7%	11.3%	19.6%	54.5%	29.5%	30.6%	75.9%	-3.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26584.06	1.4%	0.7%	0.0%	-0.9%	16.6%	22.5%	20.4%	14.4%	89.5%	73.0%	67.9%	155.2%	-1.9%	Jun '26
Aggregate Bond	96.95	0.11%	-0.6%	-0.7%	-1.1%	-1.9%	0.9%	7.2%	-0.6%	12.8%	-1.8%	-0.2%	16.6%	-2.5%	Feb '26
Corp Bond	105.50	0.1%	-0.8%	-1.2%	-2.3%	-3.0%	-0.4%	7.9%	-1.7%	14.4%	-5.0%	-2.9%	23.1%	-3.4%	Feb '26
High Yield Bond	79.21	0.13%	-0.7%	-0.4%	0.2%	1.0%	3.4%	8.6%	1.7%	25.4%	18.6%	18.4%	38.6%	-0.9%	Aug '26
Preferred	30.36	0.5%	-0.6%	-1.2%	-1.9%	-1.1%	1.1%	4.9%	1.0%	18.3%	2.9%	2.2%	25.5%	-3.0%	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	52.62	-0.6%	-1.1%	1.2%	2.3%	2.2%	17.3%	9.9%	17.0%	33.0%	36.1%	28.7%	65.2%	-2.0%	Aug '26
Consumer Discretionary/Cyclical	116.46	1.4%	-0.6%	-1.5%	-0.5%	0.5%	-0.2%	7.4%	-2.1%	40.7%	32.2%	15.0%	73.0%	-6.1%	Jan '26
Financial Services	58.56	1.6%	0.8%	1.2%	12.6%	14.7%	10.0%	14.9%	7.8%	77.0%	67.7%	60.0%	105.9%	NewNew Peak	Sep '26
Real Estate	96.66	0.9%	-0.6%	-2.3%	1.5%	3.2%	9.8%	3.3%	11.4%	31.9%	5.6%	0.2%	47.0%	-4.2%	Jul '26
Communication Services	113.38	0.9%	0.3%	1.2%	0.5%	-4.0%	0.6%	23.1%	-3.1%	74.7%	39.6%	52.0%	147.9%	-5.0%	Jan '26
Energy	64.62	-0.7%	3.1%	10.4%	10.8%	16.6%	49.6%	7.9%	46.5%	56.7%	218.6%	163.9%	82.8%	-0.7%	Sep '26
Industrials	174.56	1.0%	-1.5%	-6.4%	-0.7%	-0.3%	16.7%	19.3%	13.1%	67.5%	79.9%	78.1%	117.8%	-6.4%	Aug '26
Technology	185.97	1.3%	0.2%	-0.5%	-3.6%	33.3%	42.4%	24.6%	29.5%	115.3%	142.3%	119.2%	227.8%	-6.1%	Jun '26
Consumer Staples/Defensive	85.26	-0.3%	-0.2%	-0.1%	4.6%	-0.9%	8.7%	1.5%	11.1%	28.2%	33.5%	24.5%	39.3%	-4.1%	Feb '26
Healthcare	173.26	0.2%	1.2%	6.9%	14.4%	11.3%	28.3%	14.5%	12.9%	36.4%	37.3%	33.7%	51.3%	-1.4%	Aug '26
Utilities	43.03	0.8%	0.7%	-2.4%	-1.4%	-7.7%	5.6%	16.0%	2.1%	50.3%	43.9%	38.9%	56.7%	-8.6%	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	161.94	1.1%	0.5%	0.8%	2.4%	12.4%	22.8%	22.4%	15.2%	75.9%	67.9%	64.5%	123.5%	-0.3%	Aug '26
MSCI Emerging Markets	67.47	0.5%	0.5%	2.2%	-1.9%	14.9%	38.0%	34.0%	24.0%	82.9%	43.0%	52.1%	114.2%	-5.3%	Jun '26
FTSE Europe	91.74	0.9%	-0.3%	-0.1%	4.6%	7.9%	20.9%	35.8%	11.7%	66.2%	54.0%	54.7%	126.7%	-1.6%	Aug '26
MSCI Japan	97.90	1.9%	2.1%	3.5%	4.6%	11.1%	29.8%	25.9%	21.9%	72.3%	53.7%	62.5%	121.3%	-0.6%	Aug '26
MSCI India	49.92	-0.10%	0.7%	-1.2%	4.0%	-0.7%	-5.1%	2.7%	-7.6%	13.7%	8.0%	8.2%	24.3%	-15.1%	Sep '24
MSCI China	54.37	-0.3%	-1.6%	-3.1%	-1.8%	-4.2%	-8.1%	31.0%	-8.9%	27.9%	-15.1%	-3.3%	48.0%	-17.3%	Oct '25
International Bond	47.40	0.3%	-0.4%	-1.2%	-0.9%	-1.7%	0.4%	2.9%	-0.3%	11.5%	-0.5%	1.1%	17.1%	-2.3%	Feb '26
iShares Latin America	36.35	0.4%	4.9%	3.6%	8.1%	4.6%	38.8%	52.7%	20.9%	60.5%	80.0%	109.4%	87.9%	-3.4%	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	710.72	1.0%	0.5%	0.2%	2.4%	13.5%	20.5%	17.8%	14.0%	78.2%	83.1%	72.5%	128.5%	-0.6%	Aug '26
US Large Growth	123.43	1.3%	0.6%	-0.7%	-2.6%	9.2%	10.7%	19.8%	4.5%	85.1%	89.3%	77.9%	156.7%	-4.1%	Jun '26
US Large Value	259.38	0.9%	0.4%	1.1%	8.0%	17.0%	30.5%	15.7%	24.2%	71.7%	74.7%	67.9%	103.8%	NewNew Peak	Sep '26

US MidCap Blend	82.45	1.0%	-0.1%	-0.5%	3.2%	9.6%	18.1%	17.0%	14.4%	76.3%	75.6%	68.7%	118.1%	-2.4%	Aug '26
US MidCap Growth	299.85	1.2%	-1.1%	-2.4%	-1.3%	8.6%	4.4%	10.7%	7.8%	47.9%	23.6%	23.2%	81.8%	-4.5%	Aug '26
US MidCap Value	209.17	0.9%	0.7%	0.9%	6.6%	10.1%	23.7%	12.1%	19.1%	61.5%	60.2%	53.9%	86.1%	-0.9%	Aug '26

US Small Blend	299.85	0.7%	-0.3%	-1.9%	1.8%	9.6%	19.8%	8.9%	17.0%	54.3%	41.2%	41.0%	82.9%	-3.1%	Aug '26
US Small Growth	377.10	0.5%	-0.5%	-2.9%	-1.4%	12.8%	22.6%	12.9%	16.9%	58.5%	25.7%	31.1%	86.1%	-4.7%	Aug '26
US Small Value	223.72	0.3%	0.3%	-1.4%	4.4%	13.6%	29.8%	12.4%	24.2%	62.0%	49.6%	45.1%	82.7%	-1.6%	Aug '26

Foreign Large Blend	108.21	1.1%	0.5%	0.8%	4.7%	8.4%	22.5%	31.6%	14.5%	66.4%	54.5%	57.0%	118.3%	-0.6%	Aug '26
Foreign Growth	124.07	1.0%	-0.8%	-0.4%	0.8%	5.3%	14.5%	20.7%	9.8%	42.8%	19.0%	21.4%	83.9%	-2.4%	Aug '26
Foreign Value	83.08	1.2%	1.6%	2.0%	8.8%	11.8%	30.4%	42.2%	19.4%	92.0%	96.9%	100.1%	156.6%	NewNew Peak	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	23.07	0.09%	-0.5%	0.5%	2.0%	4.5%	2.4%	3.6%	2.8%	19.5%	30.4%	28.8%	34.7%	-0.6%	Aug '26
Ultra Short- Janus AAA CLO	50.54	0%	-0.3%	0.1%	0.8%	2.2%	4.4%	5.2%	2.7%	19.1%	26.9%	26.6%	28.9%	-0.3%	Aug '26
Bank Loan- Invesco	20.59	0.1%	0.3%	1.2%	2.0%	4.0%	4.9%	6.9%	2.2%	22.1%	30.3%	29.7%	36.2%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.35	0%	0.0%	0.5%	1.5%	3.4%	6.8%	8.9%	3.9%	32.7%	57.2%	52.9%	46.0%	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	60.37	1.1%	0.6%	-0.4%	2.2%	12.3%	19.2%	17.7%	13.6%	80.7%	115.8%	111.9%	134.1%	-0.9%	Aug '26
Int’l Min Volatility- Franklin	42.84	-0.5%	0.0%	0.4%	5.8%	7.8%	29.5%	27.1%	18.6%	85.8%	115.9%	111.5%	127.1%	-0.9%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.67	1.1%	-0.8%	-8.8%	-6.7%	5.3%	10.5%	3.0%	9.9%	62.5%	107.3%	105.2%	110.9%	-10.1%	Jun '26
Small Value- Avantis	126.27	0.3%	0.6%	-1.9%	4.4%	12.4%	26.9%	7.4%	24.6%	60.4%	81.2%	68.6%	93.5%	-1.9%	Aug '26
Mid Value- Pacer Cash Cows	72.23	-0.04%	-0.2%	6.0%	11.4%	12.7%	27.5%	9.0%	20.6%	48.5%	76.0%	66.7%	80.3%	-0.2%	Aug '26
Growth- S&P Momentum	147.41	0.7%	0.4%	-2.5%	-3.4%	23.1%	26.7%	26.6%	24.1%	156.8%	144.3%	141.0%	196.2%	-8.8%	Jun '26
Invesco S&P Quality	85.13	0.4%	-0.7%	-2.3%	-1.8%	7.5%	19.0%	13.2%	14.1%	68.0%	79.7%	69.8%	123.8%	-5.5%	Jun '26
Rotation Factor- BlackRock	70.30	1.3%	1.0%	1.0%	3.8%	15.6%	22.8%	20.0%	16.1%	96.6%	102.8%	96.3%	166.0%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	73.00	0.7%	-0.1%	-0.2%	4.6%	8.3%	13.5%	11.8%	10.3%	49.8%	56.4%	50.0%	82.9%	-0.9%	Aug '26
Derivative Income- JPMorgan	57.43	0.4%	-0.6%	0.1%	4.5%	0.7%	8.9%	8.1%	5.2%	30.8%	40.9%	36.2%	55.5%	-1.3%	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	17.87	0.3%	1.1%	2.2%	2.8%	11.9%	11.5%	6.5%	13.0%	34.0%	47.1%	46.4%	45.8%	NewNew Peak	Sep '26
Multistrategy- AQR	15.36	0.5%	1.4%	3.8%	3.2%	6.1%	15.7%	16.4%	9.6%	47.9%	83.4%	80.1%	60.9%	NewNew Peak	Sep '26
Long Short- AQR	22.36	0.9%	0.8%	3.5%	5.6%	7.6%	17.3%	34.4%	5.7%	96.4%	200.8%	172.8%	160.2%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.65	0.6%	1.4%	1.8%	2.0%	12.6%	21.2%	18.3%	15.5%	80.9%	93.8%	95.3%	95.9%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.70	0.04%	0.0%	-0.3%	0.5%	2.2%	5.8%	7.2%	2.9%	19.6%	41.5%	37.7%	29.1%	-0.7%	Aug '26
Long Short- First Trust	77.02	0.7%	0.7%	1.6%	3.2%	8.7%	13.7%	9.1%	8.9%	48.8%	62.5%	56.4%	72.9%	NewNew Peak	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)	342.48	1.6%	-1.2%	-9.3%	-7.9%	13.1%	47.9%	66.0%	9.6%	154.7%	140.4%	138.3%	254.2%	-14.9%	May '26
Meta (Communications)	610.68	3.0%	5.7%	3.9%	-2.6%	-8.4%	-18.2%	13.1%	-7.3%	107.9%	63.7%	82.0%	383.2%	-22.4%	Aug '25
Amazon (Cyclical)	258.90	1.5%	-2.8%	-6.7%	2.0%	19.4%	9.9%	5.2%	12.2%	87.4%	48.9%	51.9%	129.3%	-8.8%	Aug '26
Tesla (Cyclical)	376.37	5.4%	7.9%	15.0%	-10.1%	-7.3%	11.2%	11.4%	-16.3%	53.6%	53.9%	-5.9%	73.3%	-23.2%	Dec '25
Procter & Gamble (Defensive)	146.92	-0.5%	2.2%	-0.7%	5.1%	-5.8%	-5.0%	-12.3%	4.8%	2.9%	16.0%	1.9%	31.1%	-14.2%	Dec '24
PepsiCo (Defensive)	140.02	-0.4%	-0.7%	0.7%	-0.5%	-12.9%	-0.9%	-1.8%	-0.5%	-11.9%	3.7%	-6.4%	-6.4%	-20.2%	May '23
Coca-Cola (Defensive)	88.81	0.6%	-0.9%	2.6%	16.4%	15.2%	33.8%	15.6%	28.7%	63.6%	81.5%	71.0%	79.9%	-3.5%	Aug '26
Exxon Mobil (Energy)	162.21	-1.2%	3.5%	6.0%	7.4%	9.7%	48.5%	16.0%	37.5%	57.7%	252.3%	200.2%	87.9%	-4.1%	Mar '26
Chevron (Energy)	211.32	-0.2%	4.7%	12.0%	13.2%	15.6%	39.3%	10.1%	42.5%	45.8%	164.9%	114.0%	57.5%	-0.2%	Sep '26
JPMorgan Chase (Financial)	362.06	1.6%	1.2%	1.3%	17.0%	22.1%	21.4%	37.3%	14.0%	163.4%	157.3%	152.2%	281.6%	-0.9%	Aug '26
Visa (Financial)	378.75	0.09%	-0.7%	2.7%	18.5%	18.7%	8.8%	11.8%	8.6%	56.2%	74.7%	77.3%	119.1%	-1.4%	Aug '26
Mastercard (Financial)	585.71	-0.4%	-1.6%	2.6%	21.8%	12.4%	-1.1%	9.0%	3.1%	43.5%	77.3%	62.4%	111.4%	-2.4%	Aug '26
Bank of America (Financial)	63.04	0.7%	1.2%	0.2%	17.0%	26.7%	27.2%	28.0%	15.9%	132.6%	72.7%	52.8%	132.2%	-2.7%	Aug '26
UnitedHealth (Health)	400.94	0.3%	2.0%	-1.6%	1.7%	39.2%	32.6%	-33.1%	23.1%	-10.6%	3.5%	-13.4%	-13.9%	-33.2%	Nov '24
Johnson & Johnson (Health)	278.43	1.2%	3.9%	9.8%	22.6%	14.7%	59.3%	47.5%	36.7%	88.9%	82.9%	85.4%	91.7%	NewNew Peak	Sep '26
Eli Lilly (Health)	1159.60	-0.04%	-1.3%	4.1%	3.2%	15.9%	57.1%	40.2%	8.4%	112.5%	367.6%	345.1%	268.7%	-9.4%	Aug '26
Union Pacific (Industrials)	289.15	-0.2%	-5.5%	-2.0%	10.1%	9.5%	32.4%	3.9%	26.9%	39.8%	50.6%	30.0%	64.9%	-6.5%	Aug '26
Honeywell (Industrials)	207.63	0.8%	-4.5%	-16.3%	-8.8%	-18.8%	-0.5%	-6.4%	2.9%	18.6%	1.9%	12.1%	32.1%	-19.5%	Mar '26
Nvidia (IT)	228.45	1.8%	5.0%	7.8%	4.5%	25.0%	33.3%	38.9%	22.6%	371.9%	903.4%	660.8%	1891.4%	-3.0%	May '26
Broadcom (IT)	357.16	-2.7%	-3.2%	-14.6%	-14.6%	12.9%	17.5%	50.6%	3.6%	324.4%	688.3%	483.4%	778.0%	-25.7%	Jun '26
Adobe (IT)	285.75	2.1%	-2.0%	11.0%	10.6%	4.6%	-17.0%	-21.3%	-18.4%	-49.3%	-57.1%	-49.4%	-0.1%	-55.0%	Feb '24
Oracle (IT)	154.04	5.7%	2.1%	5.7%	-34.6%	1.8%	-30.1%	18.1%	-20.2%	32.0%	83.1%	86.8%	153.1%	-52.5%	Sep '25
salesforce.com (IT)	264.43	2.9%	3.3%	38.5%	40.5%	37.7%	9.3%	-20.2%	0.3%	21.4%	0.7%	5.3%	89.1%	-27.2%	Dec '24
Linde PLC (Materials)	482.19	-0.8%	-1.5%	-0.5%	-5.0%	-2.8%	3.1%	3.2%	13.8%	28.4%	64.1%	51.4%	86.5%	-11.8%	Jul '26
Sherwin-Williams (Materials)	332.26	0.3%	-3.7%	-7.9%	11.0%	-4.0%	-8.3%	-3.8%	3.3%	24.2%	13.1%	2.4%	71.0%	-15.5%	Nov '24
American Tower (Real Estate)	177.75	2.8%	0.9%	1.4%	-7.5%	-5.0%	-5.4%	-0.9%	3.2%	9.2%	-31.2%	-28.1%	9.9%	-21.5%	Sep '24
Prologis Inc. (Real Estate)	138.35	1.3%	-1.7%	-0.5%	-3.1%	0.8%	26.8%	25.1%	10.0%	22.2%	15.0%	-3.9%	54.8%	-7.8%	Jul '26
NextEra Energy (Utilities)	84.06	1.2%	2.7%	-2.9%	-0.4%	-7.9%	22.0%	15.5%	7.0%	37.4%	12.2%	4.4%	29.5%	-12.8%	Apr '26
Duke Energy (Utilities)	121.40	0.7%	1.0%	-1.5%	0.5%	-6.3%	4.0%	12.7%	6.3%	54.6%	39.3%	40.9%	64.9%	-7.4%	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	0.3%	-0.1%	-0.3%	0.0%	1.3%	5.4%	9.4%	2.9%	23.7%	10.3%	11.4%	33.5%	-0.6%	Aug '26
Moderate-60% Stock	70.10	0.7%	0.2%	0.3%	1.4%	6.7%	14.2%	16.4%	9.2%	48.3%	38.2%	37.1%	74.1%	-0.4%	Aug '26
Mod Agg-80% Stock	56.60	0.9%	0.4%	0.5%	1.8%	9.4%	18.6%	19.6%	12.4%	61.2%	50.6%	49.3%	96.1%	-0.4%	Aug '26
Aggressive-90% Stock	35.11	1.0%	0.4%	0.4%	2.0%	12.3%	23.4%	20.9%	16.0%	67.3%	54.2%	52.5%	103.7%	-0.5%	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	80933.20	-0.4%	4.0%	26.3%	26.9%	11.3%	-26.9%	-6.3%	-7.5%	213.7%	61.8%	74.2%	322.5%	-35.1%	Oct '25
Ethereum	2506.39	-0.02%	2.6%	34.1%	41.6%	17.9%	-41.7%	-11.0%	-15.5%	53.9%	-36.4%	-33.4%	93.6%	-48.1%	Aug '25
BNB	723.80	-0.12%	4.7%	22.1%	19.9%	10.0%	-14.2%	23.1%	-16.2%	238.8%	48.1%	41.3%	167.1%	-44.8%	Oct '25
Solana	103.85	-0.2%	-0.3%	40.9%	51.1%	14.3%	-48.7%	-34.2%	-16.6%	437.3%	-29.2%	-39.0%	233.2%	-60.3%	Jan '25
Bitcoin ETF	46.35	5.8%	5.6%	27.4%	28.7%	11.8%	-25.7%	-6.4%	-6.6%	-	-	-	-	-35.0%	Oct '25
Grayscale Bitcoin (hi fee)	63.24	5.8%	5.4%	27.2%	28.2%	11.0%	-26.7%	-7.6%	-7.5%	278.8%	71.9%	104.3%	524.5%	-35.8%	Oct '25
Bloomberg Commodities	26.05	-0.2%	2.4%	11.6%	6.4%	16.6%	43.7%	14.9%	33.4%	51.8%	73.1%	69.3%	46.9%	-0.2%	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	5.24	-0.5%	0.7%	1.0%	5.3%	11.2%	7.6%	1.1%	8.3%	22.4%	169.8%	160.1%	35.0%	-1.2%	Aug '26
10yr Treasury rate	4.76	-0.7%	0.9%	2.9%	6.4%	16.7%	14.0%	-9.0%	14.4%	14.1%	260.2%	192.5%	22.0%	-4.5%	Oct '23
5yr Treasury rate	4.51	-0.9%	0.6%	4.1%	7.7%	22.9%	23.4%	-15.0%	21.1%	5.1%	474.4%	230.3%	9.7%	-9.1%	Oct '23
13-week T-bill	3.74	-0.8%	0.3%	0.3%	3.3%	4.0%	-6.5%	-15.7%	5.4%	-29.0%	9250.0%	6956.6%	5.9%	-30.1%	Oct '23
Crude Oil	91.98	0.7%	10.3%	21.4%	-1.1%	23.2%	44.9%	-19.9%	60.2%	7.5%	32.7%	20.9%	5.4%	-18.6%	Apr '26
Gold	4519.10	0.6%	0.9%	10.3%	1.0%	-11.7%	26.7%	64.5%	4.5%	133.0%	146.8%	151.1%	170.6%	-15.0%	Jan '26
USD/EUR	0.86	0.05%	-0.3%	-0.8%	-0.1%	-0.1%	0.3%	-11.4%	1.0%	-	-	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	156.36	0.4%	-2.3%	-0.8%	-2.3%	-0.9%	5.4%	-0.4%	0.0%	-	-	35.8%	6.6%	-4.6%	Jul '26
S&P 500 Volatility Index	14.32	-5.8%	-0.8%	-13.2%	-7.0%	-32.3%	-6.4%	-13.8%	-4.2%	9.4%	-12.7%	-13.7%	-57.3%	-72.6%	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	0.13%	0.0%	0.2%	0.7%	1.1%	3.4%	6.1%	2.0%	18.7%	19.1%	19.5%	24.8%	-0.1%	Aug '26
Interm Muni- JPMorgan	48.94	-0.3%	-1.3%	-1.6%	-2.4%	-2.2%	2.0%	4.3%	-1.0%	9.9%	3.2%	3.2%	14.6%	-2.9%	Jul '26
Interm Bond- Janus MSB	44.14	0.2%	-0.7%	-0.7%	-1.1%	-2.0%	2.1%	8.8%	-0.4%	15.2%	2.2%	3.1%	19.9%	-2.6%	Feb '26
Interm Bond- Vanguard	74.96	0.11%	-0.6%	-1.0%	-1.2%	-2.5%	0.0%	8.5%	-1.3%	13.8%	-1.4%	0.8%	18.4%	-3.1%	Feb '26
Multisector Bond- Intrepid	8.87	0.11%	-0.7%	-0.6%	0.1%	2.7%	4.6%	8.2%	2.5%	28.1%	33.3%	31.5%	38.2%	-0.7%	Aug '26
Int’l Bond- JPMorgan	47.56	0.2%	-0.6%	-0.9%	-0.5%	-0.7%	2.1%	8.2%	0.3%	18.0%	13.3%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	71.54	0.1%	-1.1%	-1.4%	-3.8%	-4.4%	-1.4%	7.2%	-2.6%	11.6%	-16.0%	-13.9%	21.5%	-5.5%	Oct '25
Long CA Muni- PIMCO	9.18	0%	-0.8%	-1.4%	-2.1%	-1.8%	3.7%	4.4%	-0.3%	12.8%	3.9%	3.7%	19.2%	-2.7%	Jul '26
Long Muni- iShares	55.74	0.02%	-1.0%	-1.5%	-2.4%	-2.4%	2.4%	3.4%	-1.3%	8.2%	0.8%	0.6%	12.3%	-3.2%	Feb '26

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