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Your Al Research Analyst for investment management,
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S&P 500

Return

60.0%

[

19.2%

annualized]

Dec 29 2023 - Sep 01 2026

DJIA (Large Value)

Return

40.0%

[

13.4%

annualized]

Dec 29 2023 - Sep 01 2026

Russell 2000 (Small Cap)

Return

44.1%

[

14.6%

annualized]

Dec 29 2023 - Sep 01 2026

Performance Range:

As of Sep 01 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	7631.47	-0.7%	-0.6%	1.9%	0.3%	10.9%	19.0%	16.4%	11.5%	69.0%	68.2%	59.1%	113.3%	-2.1%	Aug '26
DJIA (Large Value)	52766.90	-0.8%	-1.3%	0.5%	2.8%	7.9%	16.5%	13.0%	9.8%	51.5%	48.9%	44.2%	80.6%	-2.9%	Aug '26
Russell 2000 (Small Cap)	2920.13	-1.2%	-2.9%	-0.4%	-0.4%	9.9%	24.1%	11.3%	17.7%	52.0%	26.7%	28.5%	73.0%	-4.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26099.77	-1.0%	-0.1%	2.9%	-3.7%	14.7%	22.7%	20.4%	12.3%	86.0%	70.2%	64.8%	150.5%	-3.7%	Jun '26
Aggregate Bond	96.77	-0.7%	-1.1%	-0.3%	-1.3%	-2.2%	1.5%	7.2%	-0.8%	12.6%	-2.2%	-0.4%	16.4%	-2.6%	Feb '26
Corp Bond	105.22	-0.9%	-1.5%	-0.5%	-2.6%	-3.3%	0.6%	7.9%	-1.9%	14.1%	-5.6%	-3.1%	22.8%	-3.6%	Feb '26
High Yield Bond	79.10	-0.9%	-1.0%	0.0%	-0.1%	1.0%	3.8%	8.6%	1.5%	25.2%	18.4%	18.2%	38.4%	-1.0%	Aug '26
Preferred	30.10	-1.1%	-1.9%	-0.8%	-3.4%	-2.1%	0.9%	4.9%	0.1%	17.2%	1.9%	1.3%	24.4%	-3.8%	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	52.07	-1.2%	-3.0%	3.3%	1.4%	-1.4%	15.8%	9.9%	15.8%	31.6%	33.8%	27.3%	63.5%	-3.0%	Aug '26
Consumer Discretionary/Cyclical	114.59	-1.7%	-2.2%	-1.3%	-2.4%	-0.3%	0.4%	7.4%	-3.7%	38.4%	30.0%	13.2%	70.3%	-7.6%	Jan '26
Financial Services	57.20	-0.9%	-1.8%	0.5%	11.5%	12.5%	8.4%	14.9%	5.3%	72.9%	62.8%	56.3%	101.1%	-1.9%	Aug '26
Real Estate	96.30	-0.1%	-2.3%	-2.7%	2.8%	2.4%	10.3%	3.3%	11.0%	31.4%	5.2%	-0.2%	46.4%	-4.6%	Jul '26
Communication Services	110.88	-0.5%	-1.5%	2.4%	-2.1%	-5.4%	1.0%	23.1%	-5.3%	70.9%	36.6%	48.6%	142.4%	-7.1%	Jan '26
Energy	64.77	1.3%	3.7%	8.8%	12.6%	15.1%	47.6%	7.9%	46.9%	57.1%	217.5%	164.5%	83.2%	NewNew Peak	Sep '26
Industrials	172.73	-1.4%	-4.2%	-4.0%	-0.6%	-2.9%	16.2%	19.3%	11.9%	65.7%	77.0%	76.2%	115.5%	-7.4%	Aug '26
Technology	183.64	-1.5%	0.4%	4.7%	-7.2%	31.9%	42.1%	24.6%	27.9%	112.6%	140.2%	116.4%	223.7%	-7.2%	Jun '26
Consumer Staples/Defensive	85.25	0.3%	-1.2%	0.2%	4.9%	-2.7%	8.6%	1.5%	11.1%	28.2%	33.4%	24.5%	39.3%	-4.1%	Feb '26
Healthcare	171.67	0.7%	-1.1%	5.6%	17.8%	9.2%	27.0%	14.5%	11.8%	35.1%	36.2%	32.5%	49.9%	-2.3%	Aug '26
Utilities	42.56	0.8%	-2.2%	-4.0%	-2.4%	-8.9%	4.1%	16.0%	1.0%	48.7%	41.1%	37.4%	55.0%	-9.6%	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	159.42	-0.8%	-0.9%	1.9%	0.3%	9.5%	22.2%	22.4%	13.4%	73.1%	65.6%	61.9%	120.0%	-1.9%	Aug '26
MSCI Emerging Markets	66.77	-0.4%	-0.6%	4.2%	-5.2%	9.1%	36.7%	34.0%	22.7%	81.0%	42.2%	50.5%	111.9%	-6.2%	Jun '26
FTSE Europe	90.72	-1.0%	-2.1%	0.1%	3.4%	4.7%	20.8%	35.8%	10.5%	64.3%	51.7%	53.0%	124.2%	-2.7%	Aug '26
MSCI Japan	95.22	-0.7%	-0.2%	3.1%	2.3%	6.1%	27.1%	25.9%	18.6%	67.5%	53.7%	58.0%	115.2%	-3.3%	Aug '26
MSCI India	49.58	-0.2%	-0.3%	-0.4%	3.2%	-2.7%	-5.3%	2.7%	-8.3%	12.9%	8.3%	7.4%	23.4%	-15.6%	Sep '24
MSCI China	54.41	-0.6%	-1.3%	-2.5%	-4.2%	-6.4%	-10.1%	31.0%	-8.8%	28.0%	-15.1%	-3.2%	48.1%	-17.2%	Oct '25
International Bond	47.27	-0.6%	-1.1%	-0.8%	-1.5%	-2.2%	0.7%	2.9%	-0.6%	11.2%	-1.0%	0.8%	16.7%	-2.6%	Feb '26
iShares Latin America	35.06	0.5%	0.1%	-0.9%	1.6%	-2.1%	34.6%	52.7%	16.6%	54.8%	73.0%	102.0%	81.2%	-6.8%	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	700.28	-0.7%	-0.6%	2.0%	0.6%	11.6%	20.4%	17.8%	12.3%	75.6%	80.3%	69.9%	125.2%	-2.1%	Aug '26
US Large Growth	121.21	-1.2%	-0.4%	2.4%	-5.4%	7.6%	10.8%	19.8%	2.6%	81.7%	86.6%	74.7%	152.1%	-5.8%	Jun '26
US Large Value	255.95	-0.4%	-1.0%	1.6%	7.3%	14.5%	29.7%	15.7%	22.5%	69.4%	71.8%	65.7%	101.1%	-1.1%	Aug '26

US MidCap Blend	81.30	-0.9%	-2.2%	0.4%	2.1%	7.0%	17.0%	17.0%	12.8%	73.9%	72.9%	66.3%	115.1%	-3.7%	Aug '26
US MidCap Growth	296.66	-1.8%	-2.8%	0.4%	-2.4%	7.0%	4.0%	10.7%	6.6%	46.3%	22.6%	21.9%	79.9%	-5.5%	Aug '26
US MidCap Value	205.78	-0.4%	-1.8%	0.5%	5.6%	7.0%	22.3%	12.1%	17.2%	58.9%	56.8%	51.4%	83.1%	-2.5%	Aug '26

US Small Blend	295.90	-1.1%	-2.7%	0.3%	0.5%	6.9%	19.4%	8.9%	15.5%	52.2%	39.0%	39.1%	80.5%	-4.3%	Aug '26
US Small Growth	371.41	-1.5%	-3.6%	0.2%	-2.8%	9.9%	22.0%	12.9%	15.2%	56.1%	23.4%	29.1%	83.3%	-6.1%	Aug '26
US Small Value	219.94	-0.8%	-2.0%	-0.6%	2.7%	11.3%	29.2%	12.4%	22.1%	59.3%	46.4%	42.6%	79.6%	-3.3%	Aug '26

Foreign Large Blend	106.49	-0.9%	-1.6%	0.9%	3.0%	4.7%	21.6%	31.6%	12.6%	63.7%	52.7%	54.5%	114.8%	-2.1%	Aug '26
Foreign Growth	122.34	-1.6%	-2.6%	0.7%	-0.5%	2.4%	14.2%	20.7%	8.3%	40.8%	17.8%	19.7%	81.3%	-3.8%	Aug '26
Foreign Value	81.60	-0.3%	-0.8%	0.9%	6.7%	7.1%	29.0%	42.2%	17.3%	88.6%	94.4%	96.5%	152.0%	-1.2%	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	23.07	-0.6%	-0.4%	0.6%	1.8%	5.0%	2.4%	3.6%	2.7%	19.4%	30.5%	28.7%	34.6%	-0.6%	Aug '26
Ultra Short- Janus AAA CLO	50.53	0.04%	-0.3%	0.1%	0.8%	2.2%	4.4%	5.2%	2.7%	19.0%	26.9%	26.6%	28.9%	-0.3%	Aug '26
Bank Loan- Invesco	20.55	-0.10%	0.1%	1.3%	1.8%	4.9%	4.7%	6.9%	2.0%	21.9%	30.1%	29.5%	36.0%	-0.1%	Aug '26
Interval CEF- Cliffwater	10.35	0%	0.1%	0.6%	1.5%	3.4%	6.8%	8.9%	3.9%	32.7%	57.3%	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	59.21	-0.8%	-1.1%	0.7%	0.4%	9.6%	18.5%	17.7%	11.5%	77.3%	110.9%	107.9%	129.6%	-2.8%	Aug '26
Int’l Min Volatility- Franklin	43.02	0.3%	-0.1%	0.7%	6.5%	6.4%	30.5%	27.1%	19.1%	86.6%	117.4%	112.4%	128.1%	-0.5%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.18	-1.4%	-4.3%	-6.0%	-8.0%	2.3%	10.7%	3.0%	7.9%	59.5%	102.4%	101.4%	107.0%	-11.8%	Jun '26
Small Value- Avantis	124.10	-0.7%	-1.4%	-0.9%	2.8%	9.9%	26.6%	7.4%	22.5%	57.6%	77.3%	65.7%	90.2%	-3.6%	Aug '26
Mid Value- Pacer Cash Cows	71.85	-0.3%	0.0%	7.4%	10.5%	11.4%	26.5%	9.0%	20.0%	47.7%	74.6%	65.8%	79.4%	-0.8%	Aug '26
Growth- S&P Momentum	145.54	-1.1%	-1.3%	1.2%	-5.5%	21.7%	27.0%	26.6%	22.5%	153.6%	142.4%	138.0%	192.5%	-10.0%	Jun '26
Invesco S&P Quality	84.50	-1.1%	-2.3%	-0.2%	-1.6%	5.4%	19.1%	13.2%	13.3%	66.8%	78.2%	68.5%	122.1%	-6.2%	Jun '26
Rotation Factor- BlackRock	69.13	-0.5%	0.0%	2.5%	1.8%	13.6%	22.9%	20.0%	14.2%	93.3%	99.5%	93.0%	161.5%	-1.7%	Aug '26
US Min Volatility- Fidelity	72.44	-0.3%	-0.7%	0.9%	3.3%	7.1%	13.9%	11.8%	9.4%	48.6%	55.2%	48.8%	81.5%	-1.6%	Aug '26
Derivative Income- JPMorgan	57.00	-0.9%	-2.0%	-0.1%	4.4%	-0.5%	8.3%	8.1%	4.4%	29.8%	39.7%	35.2%	54.4%	-2.0%	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	17.78	0.2%	0.9%	1.7%	2.4%	10.2%	10.7%	6.5%	12.5%	33.4%	46.8%	45.6%	45.1%	NewNew Peak	Sep '26
Multistrategy- AQR	15.24	0.4%	0.7%	2.9%	2.2%	4.5%	15.0%	16.4%	8.8%	46.7%	82.1%	78.7%	59.7%	NewNew Peak	Sep '26
Long Short- AQR	22.16	0.05%	0.2%	3.7%	4.3%	5.8%	16.9%	34.4%	4.7%	94.6%	198.7%	170.4%	157.9%	-0.8%	Aug '26
Mkt Neutral- BlackRock	15.56	0.6%	1.3%	1.7%	2.1%	11.9%	21.8%	18.3%	14.8%	79.8%	92.6%	94.1%	94.8%	-0.4%	Aug '26
Multi Strategy- Variant	25.69	0.04%	-0.7%	-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	76.37	0.12%	-0.3%	1.8%	2.6%	7.8%	14.5%	9.1%	8.0%	47.6%	61.4%	55.1%	71.5%	-0.5%	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)	335.02	-1.3%	-2.0%	-5.9%	-7.4%	9.4%	59.0%	66.0%	7.2%	149.1%	135.9%	133.1%	246.4%	-16.7%	May '26
Meta (Communications)	578.54	1.1%	0.4%	3.9%	-3.1%	-11.3%	-21.0%	13.1%	-12.2%	96.9%	55.5%	72.4%	357.7%	-26.5%	Aug '25
Amazon (Cyclical)	254.92	-1.9%	-2.1%	-6.1%	-0.6%	22.3%	13.1%	5.2%	10.4%	84.6%	47.2%	49.6%	125.8%	-10.2%	Aug '26
Tesla (Cyclical)	356.09	-3.2%	3.0%	14.4%	-16.0%	-11.7%	8.1%	11.4%	-20.8%	45.3%	45.9%	-11.0%	63.9%	-27.3%	Dec '25
Procter & Gamble (Defensive)	146.21	0.8%	0.8%	1.2%	4.6%	-9.2%	-4.7%	-12.3%	4.3%	2.4%	15.5%	1.4%	30.5%	-14.6%	Dec '24
PepsiCo (Defensive)	139.79	-0.4%	-1.7%	0.2%	-0.5%	-14.8%	-3.3%	-1.8%	-0.7%	-12.1%	3.6%	-6.6%	-6.5%	-20.3%	May '23
Coca-Cola (Defensive)	88.00	-0.8%	-2.3%	0.5%	13.0%	11.2%	31.0%	15.6%	27.6%	62.1%	79.7%	69.5%	78.3%	-4.3%	Aug '26
Exxon Mobil (Energy)	164.55	2.2%	4.0%	6.5%	10.7%	8.1%	47.6%	16.0%	39.5%	60.0%	256.0%	204.5%	90.6%	-2.8%	Mar '26
Chevron (Energy)	211.05	2.4%	5.4%	8.2%	13.5%	13.3%	35.6%	10.1%	42.3%	45.6%	163.9%	113.8%	57.3%	NewNew Peak	Sep '26
JPMorgan Chase (Financial)	354.95	-0.3%	-0.4%	0.9%	18.5%	20.4%	20.7%	37.3%	11.7%	158.3%	150.7%	147.3%	274.1%	-2.8%	Aug '26
Visa (Financial)	372.67	-1.8%	-2.9%	2.0%	17.7%	16.7%	7.3%	11.8%	6.9%	53.7%	72.7%	74.5%	115.6%	-3.0%	Aug '26
Mastercard (Financial)	581.10	-1.4%	-2.9%	1.4%	21.9%	11.9%	-1.2%	9.0%	2.3%	42.3%	75.4%	61.2%	109.7%	-3.1%	Aug '26
Bank of America (Financial)	61.99	0.08%	-0.4%	0.1%	18.7%	25.8%	25.6%	28.0%	13.9%	128.7%	69.9%	50.2%	128.4%	-4.4%	Aug '26
UnitedHealth (Health)	396.30	1.8%	-1.2%	-4.4%	5.5%	36.2%	31.8%	-33.1%	21.7%	-11.6%	2.1%	-14.4%	-14.9%	-33.9%	Nov '24
Johnson & Johnson (Health)	271.19	2.0%	0.4%	6.3%	22.3%	10.3%	55.7%	47.5%	33.1%	84.0%	78.3%	80.6%	86.7%	-0.7%	Aug '26
Eli Lilly (Health)	1160.00	0.3%	-2.5%	1.1%	9.2%	14.3%	58.8%	40.2%	8.5%	112.6%	367.6%	345.3%	268.8%	-9.4%	Aug '26
Union Pacific (Industrials)	290.62	-3.3%	-6.0%	-0.1%	10.3%	9.9%	33.7%	3.9%	27.5%	40.5%	49.5%	30.7%	65.8%	-6.0%	Aug '26
Honeywell (Industrials)	209.98	-1.7%	-4.8%	-13.3%	-14.6%	-18.6%	-0.5%	-6.4%	4.0%	20.0%	1.9%	13.4%	33.6%	-18.6%	Mar '26
Nvidia (IT)	217.44	-1.5%	3.7%	8.3%	-2.3%	19.3%	27.5%	38.9%	16.7%	349.1%	874.1%	624.2%	1795.5%	-7.7%	May '26
Broadcom (IT)	369.68	-0.2%	4.0%	-5.0%	-23.1%	16.4%	24.9%	50.6%	7.2%	339.3%	725.5%	503.9%	808.8%	-23.1%	Jun '26
Adobe (IT)	286.08	-2.3%	4.6%	14.2%	9.1%	9.7%	-17.2%	-21.3%	-18.3%	-49.2%	-57.0%	-49.3%	0.0%	-54.9%	Feb '24
Oracle (IT)	141.32	-5.2%	-5.1%	8.8%	-42.0%	-4.7%	-36.6%	18.1%	-26.8%	21.1%	68.3%	71.4%	132.2%	-56.5%	Sep '25
salesforce.com (IT)	258.11	0.2%	25.5%	40.3%	28.8%	34.5%	2.9%	-20.2%	-2.1%	18.5%	-0.6%	2.8%	84.5%	-28.9%	Dec '24
Linde PLC (Materials)	486.76	-0.6%	-0.7%	1.8%	-1.5%	-3.8%	4.0%	3.2%	14.9%	29.6%	64.5%	52.8%	88.3%	-11.0%	Jul '26
Sherwin-Williams (Materials)	329.95	-2.6%	-5.4%	-3.0%	12.9%	-6.9%	-7.7%	-3.8%	2.6%	23.3%	11.8%	1.6%	69.9%	-16.1%	Nov '24
American Tower (Real Estate)	176.02	0.2%	0.2%	1.5%	-4.2%	-5.6%	-8.8%	-0.9%	2.2%	8.2%	-31.6%	-28.8%	8.9%	-22.3%	Sep '24
Prologis Inc. (Real Estate)	139.68	-0.2%	-2.0%	-3.4%	0.2%	-0.6%	29.6%	25.1%	11.1%	23.4%	16.5%	-3.0%	56.3%	-6.9%	Jul '26
NextEra Energy (Utilities)	82.93	0.7%	-0.8%	-3.9%	-1.8%	-9.2%	17.4%	15.5%	5.6%	35.6%	9.7%	3.0%	27.7%	-14.0%	Apr '26
Duke Energy (Utilities)	120.39	0.4%	-1.2%	-3.2%	0.3%	-6.9%	2.2%	12.7%	5.4%	53.3%	36.9%	39.7%	63.5%	-8.2%	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	15.91	-0.4%	-0.7%	0.4%	-0.7%	0.3%	5.7%	9.4%	2.4%	23.2%	9.7%	10.9%	32.9%	-1.0%	Aug '26
Moderate-60% Stock	69.34	-0.6%	-0.9%	1.2%	0.0%	4.7%	14.0%	16.4%	8.0%	46.7%	36.8%	35.6%	72.2%	-1.5%	Aug '26
Mod Agg-80% Stock	55.89	-0.7%	-0.9%	1.7%	0.1%	6.7%	18.3%	19.6%	11.0%	59.2%	48.9%	47.4%	93.7%	-1.7%	Aug '26
Aggressive-90% Stock	34.61	-0.7%	-1.2%	1.5%	0.2%	9.1%	23.1%	20.9%	14.3%	64.9%	52.0%	50.3%	100.8%	-1.9%	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	77559.62	0.02%	-1.9%	23.5%	16.3%	12.8%	-30.3%	-6.3%	-11.4%	200.6%	57.2%	66.9%	304.9%	-37.8%	Oct '25
Ethereum	2415.52	-0.3%	-3.6%	29.8%	30.0%	19.2%	-44.2%	-11.0%	-18.6%	48.3%	-36.3%	-35.8%	86.5%	-50.0%	Aug '25
BNB	687.70	0.6%	-2.9%	17.3%	5.7%	7.9%	-19.3%	23.1%	-20.3%	221.9%	42.1%	34.3%	153.8%	-47.5%	Oct '25
Solana	100.32	0.1%	-1.8%	37.8%	35.3%	15.8%	-52.1%	-34.2%	-19.4%	419.0%	-21.7%	-41.1%	221.9%	-61.7%	Jan '25
Bitcoin ETF	43.76	-2.0%	-1.6%	22.8%	15.0%	11.6%	-30.5%	-6.4%	-11.9%	-	-	-	-	-38.6%	Oct '25
Grayscale Bitcoin (hi fee)	59.76	-2.1%	-1.6%	22.6%	14.6%	10.9%	-31.3%	-7.6%	-12.6%	258.0%	69.3%	93.0%	490.1%	-39.3%	Oct '25
Bloomberg Commodities	26.05	1.3%	3.1%	8.9%	5.2%	17.1%	42.5%	14.9%	33.4%	51.8%	74.0%	69.3%	46.9%	NewNew Peak	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	5.27	0.4%	1.6%	-0.1%	6.1%	12.1%	6.0%	1.1%	8.8%	22.9%	176.2%	161.3%	35.6%	-0.8%	Aug '26
10yr Treasury rate	4.80	0.8%	2.8%	1.1%	7.7%	18.5%	12.1%	-9.0%	15.2%	14.9%	270.6%	194.6%	22.9%	-3.8%	Oct '23
5yr Treasury rate	4.56	1.1%	4.0%	2.2%	9.1%	25.8%	21.7%	-15.0%	22.4%	6.2%	487.2%	233.8%	10.8%	-8.1%	Oct '23
13-week T-bill	3.77	1.1%	2.2%	2.4%	4.3%	5.1%	-6.4%	-15.7%	6.3%	-28.4%	9330.0%	7017.0%	6.8%	-29.5%	Oct '23
Crude Oil	90.68	0.5%	10.3%	7.1%	-3.3%	27.3%	38.3%	-19.9%	57.9%	6.0%	29.6%	19.2%	3.9%	-19.7%	Apr '26
Gold	4336.60	-0.3%	-5.7%	7.1%	-3.4%	-18.1%	22.2%	64.5%	0.3%	123.6%	139.8%	141.0%	159.6%	-18.5%	Jan '26
USD/EUR	0.86	0.10%	0.6%	-0.5%	0.3%	1.5%	0.5%	-11.4%	1.4%	-	2.5%	-1.8%	-16.2%	-11.5%	Jan '25
USD/JPY	160.21	0.02%	0.6%	1.8%	0.2%	2.3%	7.9%	-0.4%	2.4%	-	45.7%	39.1%	9.2%	-2.2%	Jul '26
S&P 500 Volatility Index	16.34	9.5%	7.4%	2.2%	3.6%	-23.8%	-4.8%	-13.8%	9.3%	24.8%	-0.4%	-1.6%	-51.3%	-68.8%	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	50.42	-0.06%	-0.2%	0.2%	0.6%	1.1%	3.5%	6.1%	1.9%	18.6%	19.0%	19.4%	24.7%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.16	-0.7%	-1.1%	-0.9%	-1.9%	-2.2%	2.9%	4.3%	-0.6%	10.4%	3.6%	3.7%	15.1%	-2.5%	Jul '26
Interm Bond- Janus MSB	44.03	-0.4%	-1.3%	-0.2%	-1.5%	-2.4%	2.6%	8.8%	-0.7%	15.0%	2.0%	2.8%	19.6%	-2.8%	Feb '26
Interm Bond- Vanguard	74.83	-0.7%	-1.2%	-0.6%	-1.5%	-2.8%	0.5%	8.5%	-1.5%	13.6%	-1.7%	0.6%	18.2%	-3.3%	Feb '26
Multisector Bond- Intrepid	8.86	-0.11%	-0.8%	-0.3%	0.0%	2.4%	4.8%	8.2%	2.4%	27.9%	33.3%	31.3%	38.1%	-0.8%	Aug '26
Int’l Bond- JPMorgan	47.49	-0.6%	-1.0%	-0.5%	-0.8%	-1.3%	2.3%	8.2%	0.2%	17.8%	13.2%	13.9%	28.0%	-1.7%	Feb '26
Long Bond- Vanguard	71.37	-1.1%	-1.8%	-0.4%	-4.1%	-4.6%	0.3%	7.2%	-2.8%	11.3%	-16.6%	-14.1%	21.3%	-5.7%	Oct '25
Long CA Muni- PIMCO	9.18	-0.5%	-1.0%	-1.1%	-2.1%	-2.2%	4.2%	4.4%	-0.3%	12.8%	4.0%	3.7%	19.2%	-2.7%	Jul '26
Long Muni- iShares	55.75	-0.8%	-1.3%	-1.1%	-2.3%	-2.9%	3.0%	3.4%	-1.3%	8.2%	0.8%	0.7%	12.3%	-3.1%	Feb '26

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