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S&P 500

Return

60.7%

[

18.8%

annualized]

Dec 29 2023 - Oct 01 2026

DJIA (Large Value)

Return

35.1%

[

11.5%

annualized]

Dec 29 2023 - Oct 01 2026

Russell 2000 (Small Cap)

Return

38.5%

[

12.5%

annualized]

Dec 29 2023 - Oct 01 2026

Performance Range:

As of Oct 01 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	7666.45	0.2%	-0.5%	0.5%	2.4%	16.6%	14.2%	16.4%	12.0%	78.8%	76.0%	24.8%	53.9%	-1.7%	Aug '26
DJIA (Large Value)	50926.56	0.04%	-0.8%	-3.5%	-2.6%	9.4%	9.7%	13.0%	6.0%	52.0%	48.4%	14.1%	35.3%	-6.3%	Aug '26
Russell 2000 (Small Cap)	2806.63	0.3%	-1.0%	-3.9%	-6.8%	11.7%	14.9%	11.3%	13.1%	57.2%	25.2%	23.0%	59.4%	-8.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26871.60	0.04%	-0.3%	3.0%	3.2%	23.0%	18.1%	20.4%	15.6%	103.3%	84.5%	34.0%	76.0%	-1.4%	Sep '26
Aggregate Bond	94.42	-0.13%	-0.6%	-2.4%	-3.5%	-3.0%	-2.2%	7.2%	-2.9%	12.6%	-3.5%	3.2%	2.2%	-4.7%	Feb '26
Corp Bond	102.03	-0.1%	-1.1%	-3.0%	-5.1%	-4.2%	-4.5%	7.9%	-4.5%	14.4%	-7.0%	1.9%	3.4%	-6.1%	Feb '26
High Yield Bond	76.90	-0.4%	-1.3%	-2.8%	-2.4%	-0.6%	0.3%	8.6%	-0.7%	24.6%	16.1%	5.8%	10.4%	-3.2%	Aug '26
Preferred	29.46	-0.1%	-1.0%	-2.1%	-2.4%	-0.8%	-2.7%	4.9%	-1.5%	17.2%	2.0%	1.8%	10.1%	-5.4%	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	48.54	-0.3%	-2.3%	-6.3%	-4.4%	-3.0%	11.4%	9.9%	8.4%	30.9%	33.3%	11.5%	34.4%	-9.1%	Aug '26
Consumer Discretionary/Cyclical	108.81	-0.03%	-1.4%	-4.8%	-7.7%	-0.5%	-9.0%	7.4%	-8.3%	38.6%	25.5%	-2.4%	24.9%	-12.1%	Jan '26
Financial Services	53.46	0.11%	-2.0%	-6.2%	-2.1%	8.9%	1.7%	14.9%	-1.2%	68.8%	52.6%	5.1%	24.5%	-8.4%	Sep '26
Real Estate	89.17	-0.5%	-2.2%	-6.6%	-7.1%	1.9%	1.1%	3.3%	3.7%	32.6%	4.9%	3.5%	18.3%	-10.9%	Jul '26
Communication Services	109.94	-0.9%	-3.6%	-0.5%	0.5%	-0.6%	-4.6%	23.1%	-5.8%	73.5%	42.3%	7.0%	30.0%	-7.6%	Jan '26
Energy	62.70	2.0%	0.2%	-2.6%	19.4%	7.7%	44.3%	7.9%	43.0%	52.4%	177.3%	43.6%	71.6%	-4.3%	Sep '26
Industrials	168.64	1.0%	-0.1%	-2.1%	-7.8%	3.1%	10.9%	19.3%	9.6%	73.4%	83.2%	24.2%	47.5%	-9.3%	Aug '26
Technology	197.81	1.1%	1.6%	7.8%	6.7%	47.0%	39.7%	24.6%	37.9%	145.9%	170.8%	64.9%	121.9%	NewNew Peak	Oct '26
Consumer Staples/Defensive	80.33	-0.3%	-1.7%	-5.1%	-2.9%	0.0%	5.5%	1.5%	5.4%	26.6%	32.8%	3.1%	9.6%	-9.0%	Feb '26
Healthcare	166.20	-1.3%	-2.2%	-2.8%	4.6%	13.4%	17.8%	14.5%	8.7%	35.7%	41.5%	16.9%	28.2%	-5.0%	Aug '26
Utilities	39.68	0.6%	0.8%	-6.1%	-10.7%	-12.8%	-7.3%	16.0%	-5.1%	47.2%	44.3%	3.8%	13.2%	-15.1%	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	158.74	-0.02%	-0.8%	-0.4%	1.7%	14.4%	16.0%	22.4%	12.9%	80.6%	71.9%	31.0%	56.8%	-2.3%	Aug '26
MSCI Emerging Markets	66.81	0.03%	-0.7%	0.1%	0.5%	17.3%	26.6%	34.0%	22.7%	89.1%	49.4%	54.1%	78.5%	-6.2%	Jun '26
FTSE Europe	85.49	-1.5%	-2.9%	-5.5%	-2.4%	3.9%	9.2%	35.8%	4.4%	62.0%	52.4%	29.0%	42.9%	-8.0%	Aug '26
MSCI Japan	97.38	-0.08%	1.6%	2.3%	4.7%	13.2%	26.7%	25.9%	21.3%	76.3%	57.0%	47.1%	66.1%	-1.4%	Sep '26
MSCI India	46.36	-0.7%	-2.5%	-6.5%	-5.8%	-0.7%	-11.5%	2.7%	-14.2%	5.6%	1.4%	-6.8%	-5.7%	-17.0%	Jun '25
MSCI China	52.11	-0.2%	-1.3%	-4.2%	1.1%	-6.3%	-19.9%	31.0%	-12.7%	30.0%	-12.4%	-0.2%	18.6%	-20.7%	Oct '25
International Bond	46.79	-0.2%	-0.2%	-1.0%	-2.6%	-1.4%	-1.1%	2.9%	-1.3%	12.0%	-0.6%	1.4%	1.0%	-3.3%	Feb '26
iShares Latin America	34.27	-0.7%	-1.1%	-2.3%	2.2%	-2.7%	25.0%	52.7%	14.0%	56.7%	81.5%	51.8%	70.4%	-8.9%	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	702.35	0.2%	-0.4%	0.6%	2.7%	17.3%	15.6%	17.8%	13.0%	85.8%	88.7%	27.2%	56.5%	-1.5%	Aug '26
US Large Growth	125.73	0.4%	0.1%	3.8%	2.3%	17.1%	7.5%	19.8%	6.5%	98.5%	102.6%	23.0%	59.2%	-2.2%	Jun '26
US Large Value	248.24	0.13%	-1.0%	-2.7%	2.2%	16.3%	23.7%	15.7%	19.3%	72.5%	72.2%	30.2%	52.5%	-3.9%	Sep '26

US MidCap Blend	79.14	0.9%	-0.7%	-2.7%	-1.6%	9.9%	10.3%	17.0%	9.8%	76.8%	73.6%	22.3%	45.9%	-6.3%	Aug '26
US MidCap Growth	294.94	1.0%	-0.2%	-0.4%	-2.8%	13.5%	1.0%	10.7%	6.2%	54.6%	27.7%	9.2%	37.6%	-6.0%	Aug '26
US MidCap Value	197.30	0.9%	-0.4%	-3.6%	0.0%	7.9%	15.6%	12.1%	13.0%	61.0%	55.8%	22.7%	43.4%	-6.0%	Aug '26

US Small Blend	286.56	0.7%	-0.5%	-2.9%	-4.7%	9.4%	13.9%	8.9%	12.2%	58.1%	39.1%	18.1%	50.9%	-7.1%	Aug '26
US Small Growth	357.64	0.2%	-0.7%	-3.6%	-8.5%	13.4%	12.3%	12.9%	11.0%	62.6%	24.2%	21.6%	60.7%	-9.5%	Aug '26
US Small Value	210.55	0.5%	-1.2%	-3.9%	-4.6%	11.2%	20.5%	12.4%	17.4%	63.7%	42.0%	29.5%	63.8%	-7.0%	Aug '26

Foreign Large Blend	102.82	-1.0%	-1.6%	-3.4%	-0.2%	5.9%	13.0%	31.6%	8.8%	64.0%	54.1%	32.5%	48.3%	-5.5%	Aug '26
Foreign Growth	119.23	-0.5%	-0.5%	-2.5%	-2.9%	5.7%	6.1%	20.7%	5.5%	46.1%	21.7%	18.0%	37.3%	-6.2%	Aug '26
Foreign Value	77.88	-1.6%	-2.7%	-4.6%	1.9%	6.2%	19.9%	42.2%	12.0%	82.1%	91.5%	47.1%	59.4%	-6.3%	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	22.78		-1.0%	-1.0%	-1.2%	0.8%	2.7%	2.1%	3.6%	2.0%	18.8%	28.4%	4.9%	8.6%	-1.3%	Sep '26
Ultra Short- Janus AAA CLO	50.46		-0.02%	-0.1%	0.3%	1.1%	2.6%	4.7%	5.2%	3.3%	19.3%	27.6%	7.9%	8.4%	-0.1%	Sep '26
Bank Loan- Invesco	20.46		0.1%	-0.2%	0.1%	2.2%	3.2%	4.3%	6.9%	2.1%	21.8%	30.2%	8.5%	12.3%	-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%	57.1%	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	59.06		0%	-0.8%	0.0%	0.8%	14.5%	14.7%	17.7%	11.4%	87.2%	116.3%	25.5%	54.9%	-2.8%	Aug '26
Int’l Min Volatility- Franklin	41.44		-0.6%	-1.9%	-2.9%	3.4%	4.3%	24.7%	27.1%	15.7%	80.6%	116.7%	40.8%	54.7%	-3.3%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.19	p	EOD	-1.0%	-3.8%	-13.6%	3.4%	4.5%	3.0%	3.8%	57.2%	107.0%	6.1%	35.1%	-15.1%	Jun '26
Small Value- Avantis	119.10		1.1%	-0.9%	-3.7%	-3.9%	8.4%	20.8%	7.4%	17.9%	60.3%	68.3%	25.5%	62.1%	-7.2%	Aug '26
Mid Value- Pacer Cash Cows	67.63		1.3%	0.1%	-5.3%	8.4%	9.3%	19.4%	9.0%	13.6%	44.9%	68.6%	19.1%	46.7%	-6.4%	Sep '26
Growth- S&P Momentum	152.75		0.8%	0.4%	5.1%	-1.5%	33.8%	27.8%	26.6%	28.8%	172.4%	164.8%	50.2%	87.0%	-5.4%	Jun '26
Invesco S&P Quality	84.92		1.0%	0.8%	0.7%	-4.4%	12.4%	16.4%	13.2%	14.0%	75.7%	85.1%	21.5%	45.7%	-5.6%	Jun '26
Rotation Factor- BlackRock	69.49		0.3%	-0.3%	0.7%	3.2%	18.8%	18.4%	20.0%	15.0%	104.3%	109.5%	31.7%	61.9%	-1.3%	Sep '26
US Min Volatility- Fidelity	70.84		0.3%	-0.4%	-1.9%	3.1%	9.9%	9.0%	11.8%	7.3%	52.1%	58.7%	14.8%	33.0%	-3.5%	Aug '26
Derivative Income- JPMorgan	55.93		-0.5%	-1.1%	-1.9%	1.0%	2.6%	5.9%	8.1%	3.1%	32.5%	43.4%	6.8%	23.1%	-3.2%	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	18.24	p	EOD	-0.4%	2.6%	5.7%	10.6%	14.3%	6.5%	15.4%	34.4%	48.9%	21.0%	26.4%	-0.8%	Sep '26
Multistrategy- AQR	15.50	p	EOD	-0.4%	1.7%	6.7%	6.6%	13.6%	16.4%	10.6%	44.8%	85.9%	21.9%	27.1%	-0.5%	Sep '26
Long Short- AQR	22.45	p	EOD	-0.3%	1.3%	10.2%	7.9%	14.2%	34.4%	6.1%	90.9%	202.3%	32.5%	37.9%	-1.0%	Sep '26
Mkt Neutral- BlackRock	16.04	p	EOD	0.6%	3.1%	6.8%	12.7%	23.4%	18.3%	18.4%	81.5%	100.7%	38.7%	32.4%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.67	p	EOD	-0.6%	-0.1%	1.0%	2.3%	5.5%	7.2%	3.6%	19.6%	41.5%	10.0%	9.1%	-0.7%	Sep '26
Long Short- First Trust	76.90		0.3%	0.1%	0.9%	4.7%	9.5%	10.6%	9.1%	9.0%	50.3%	67.1%	15.1%	30.0%	-0.2%	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)	338.24	-1.7%	-1.2%	1.0%	-6.3%	13.9%	38.5%	66.0%	8.3%	160.9%	150.1%	83.6%	134.9%	-15.9%	May '26
Meta (Communications)	725.93	0.10%	-6.6%	25.6%	18.5%	25.5%	1.5%	13.1%	10.3%	144.1%	113.7%	3.7%	42.9%	-7.7%	Aug '25
Amazon (Cyclical)	248.23	-0.4%	-0.5%	-2.6%	2.7%	17.9%	12.5%	5.2%	7.5%	95.3%	51.2%	9.5%	45.5%	-12.6%	Aug '26
Tesla (Cyclical)	354.11	-0.2%	-6.3%	-0.6%	-16.7%	-7.1%	-22.9%	11.4%	-21.3%	41.5%	37.0%	-1.8%	59.6%	-27.7%	Dec '25
Procter & Gamble (Defensive)	143.95	-0.9%	-1.2%	-1.5%	-1.6%	1.4%	-3.3%	-12.3%	2.7%	6.8%	17.3%	-9.8%	-5.2%	-14.8%	Mar '25
PepsiCo (Defensive)	125.60	-0.9%	-2.0%	-9.2%	-10.1%	-17.1%	-8.7%	-1.8%	-9.8%	-17.4%	-2.1%	-7.7%	-4.9%	-24.1%	Feb '26
Coca-Cola (Defensive)	86.10	0.02%	-2.3%	-1.6%	6.5%	14.6%	32.4%	15.6%	25.6%	67.7%	88.0%	29.0%	31.1%	-5.8%	Aug '26
Exxon Mobil (Energy)	163.82	0.7%	1.0%	-0.4%	21.0%	3.2%	50.5%	16.0%	38.9%	53.8%	220.4%	55.7%	70.4%	-3.2%	Sep '26
Chevron (Energy)	207.10	1.4%	0.7%	-1.9%	26.1%	6.8%	39.3%	10.1%	39.7%	39.2%	142.6%	40.1%	60.9%	-4.9%	Sep '26
JPMorgan Chase (Financial)	333.18	0.7%	-1.6%	-6.1%	0.2%	13.9%	9.3%	37.3%	4.9%	145.4%	125.9%	22.9%	57.3%	-8.8%	Aug '26
Visa (Financial)	359.85	0.1%	-2.2%	-3.4%	2.7%	21.0%	4.3%	11.8%	3.2%	60.1%	62.2%	2.5%	18.1%	-6.3%	Aug '26
Mastercard (Financial)	550.00	-0.3%	-2.8%	-5.4%	5.5%	12.2%	-3.5%	9.0%	-3.2%	41.4%	57.3%	-2.4%	15.7%	-8.3%	Aug '26
Bank of America (Financial)	53.73	-1.3%	-4.1%	-12.9%	-7.5%	10.2%	8.3%	28.0%	-0.7%	110.9%	41.0%	21.4%	58.5%	-16.7%	Aug '26
UnitedHealth (Health)	365.20	-0.5%	-2.6%	-7.3%	-13.9%	34.9%	7.6%	-33.1%	12.8%	-22.9%	1.9%	-25.3%	-31.3%	-36.6%	Apr '25
Johnson & Johnson (Health)	258.66	-2.3%	-4.4%	-4.6%	2.3%	7.1%	42.2%	47.5%	27.0%	80.9%	85.3%	70.2%	79.1%	-7.1%	Sep '26
Eli Lilly (Health)	1149.85	-0.6%	-2.7%	-0.9%	-3.4%	20.8%	40.2%	40.2%	7.5%	118.5%	424.1%	34.0%	60.0%	-10.2%	Aug '26
Union Pacific (Industrials)	272.42	0.11%	-0.6%	-6.3%	-1.5%	13.2%	18.5%	3.9%	19.6%	42.9%	51.1%	14.6%	35.2%	-11.9%	Aug '26
Honeywell (Industrials)	213.80	1.4%	0.9%	1.8%	-3.3%	-9.9%	4.9%	-6.4%	5.9%	24.6%	11.2%	6.3%	21.8%	-17.1%	Mar '26
Nvidia (IT)	230.86	1.1%	2.8%	6.3%	17.0%	31.7%	23.6%	38.9%	24.1%	432.3%	1017.9%	66.2%	140.3%	-1.8%	May '26
Broadcom (IT)	343.64	-2.1%	-1.9%	-6.9%	-6.8%	10.0%	3.8%	50.6%	-0.2%	327.4%	670.3%	52.4%	122.8%	-28.4%	Jun '26
Adobe (IT)	241.28	0.6%	1.0%	-15.7%	14.4%	0.0%	-29.8%	-21.3%	-31.1%	-52.7%	-58.2%	-47.2%	-29.0%	-48.0%	Feb '25
Oracle (IT)	138.07	0.6%	-1.1%	-2.3%	-2.8%	-4.3%	-51.7%	18.1%	-28.5%	35.0%	64.6%	-22.6%	12.8%	-57.5%	Sep '25
salesforce.com (IT)	236.69	3.1%	-0.6%	-8.1%	45.3%	28.0%	1.3%	-20.2%	-10.0%	19.0%	-12.4%	-26.1%	-1.7%	-33.4%	Jan '25
Linde PLC (Materials)	469.45	-1.1%	0.3%	-3.2%	-11.7%	-4.3%	1.9%	3.2%	11.2%	31.0%	68.6%	4.0%	15.9%	-13.8%	Jul '26
Sherwin-Williams (Materials)	320.78	-0.8%	0.1%	-2.8%	-7.1%	-1.0%	-5.1%	-3.8%	-0.3%	29.2%	17.8%	-7.4%	3.7%	-13.7%	Sep '25
American Tower (Real Estate)	161.06	-1.6%	-2.7%	-7.5%	-2.0%	-2.9%	-13.3%	-0.9%	-5.5%	10.0%	-28.9%	-8.9%	-16.0%	-27.2%	Jul '25
Prologis Inc. (Real Estate)	128.18	-1.3%	-4.2%	-7.5%	-5.6%	-2.4%	13.5%	25.1%	2.8%	25.8%	17.5%	11.7%	50.0%	-13.9%	Jul '26
NextEra Energy (Utilities)	76.35	0.8%	1.0%	-7.9%	-10.9%	-16.5%	-0.2%	15.5%	-2.8%	45.7%	10.3%	16.5%	24.5%	-20.8%	Apr '26
Duke Energy (Utilities)	113.74	-0.2%	0.5%	-5.5%	-8.8%	-11.6%	-3.8%	12.7%	-0.4%	44.3%	40.1%	7.2%	3.3%	-13.3%	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	15.51	p	EOD	-1.3%	-2.5%	-3.0%	0.0%	1.0%	9.4%	-0.2%	22.9%	8.6%	7.6%	10.4%	-3.5%	Aug '26
Moderate-60% Stock	68.53		0.01%	-0.6%	-1.2%	-0.3%	7.2%	8.9%	16.4%	6.7%	50.2%	38.7%	20.1%	32.9%	-2.7%	Aug '26
Mod Agg-80% Stock	55.33	p	EOD	-0.7%	-1.0%	0.5%	10.3%	12.5%	19.6%	9.9%	64.2%	52.6%	26.0%	44.4%	-2.6%	Aug '26
Aggressive-90% Stock	34.50	p	EOD	-0.6%	-0.3%	0.7%	13.9%	17.4%	20.9%	14.0%	72.0%	57.0%	31.2%	54.7%	-2.2%	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	84607.36	1.3%	0.3%	9.3%	41.0%	24.3%	-28.7%	-6.3%	-3.3%	214.4%	75.8%	-12.4%	10.9%	-32.2%	Oct '25
Ethereum	2696.22	0.5%	0.3%	11.5%	67.6%	26.1%	-38.0%	-11.0%	-9.1%	61.6%	-18.5%	-0.7%	83.1%	-44.2%	Aug '25
BNB	769.75	0.2%	-0.9%	12.7%	39.9%	26.1%	-25.0%	23.1%	-10.8%	257.6%	82.6%	17.8%	39.1%	-41.3%	Oct '25
Solana	118.02	0.02%	0.9%	18.0%	52.5%	45.4%	-46.8%	-34.2%	-5.2%	481.4%	-27.0%	-30.2%	11.9%	-54.9%	Jan '25
Bitcoin ETF	47.96	1.3%	0.3%	9.6%	41.1%	24.1%	-28.1%	-6.4%	-3.4%	-	-	-12.2%	10.0%	-32.7%	Oct '25
Grayscale Bitcoin (hi fee)	65.44	1.3%	0.3%	9.5%	40.7%	23.4%	-29.0%	-7.6%	-4.3%	277.5%	94.8%	-14.0%	8.0%	-33.5%	Oct '25
Bloomberg Commodities	25.97	0.4%	-2.2%	-0.3%	16.7%	7.8%	39.4%	14.9%	33.0%	53.6%	66.0%	39.5%	54.4%	-3.1%	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	5.60	-0.6%	2.6%	6.4%	12.8%	14.3%	18.8%	1.1%	15.8%	18.9%	172.3%	17.6%	18.8%	-0.6%	Sep '26
10yr Treasury rate	5.24	-1.1%	1.5%	9.2%	17.0%	21.3%	27.5%	-9.0%	25.8%	14.5%	254.1%	15.5%	22.9%	-1.1%	Sep '26
5yr Treasury rate	5.01	-1.7%	-0.4%	9.8%	18.3%	26.5%	36.0%	-15.0%	34.5%	8.7%	431.9%	14.5%	27.9%	-1.7%	Sep '26
13-week T-bill	3.98	-1.2%	-2.1%	5.6%	7.6%	10.5%	3.6%	-15.7%	12.3%	-24.9%	14121.4%	-5.6%	-4.7%	-7.1%	May '25
Crude Oil	92.91	2.8%	-1.8%	3.0%	35.5%	-7.2%	50.4%	-19.9%	61.8%	2.3%	22.4%	28.6%	55.9%	-17.7%	Apr '26
Gold	4207.80	0.5%	-2.1%	-4.3%	3.1%	-12.6%	8.0%	64.4%	-3.1%	125.5%	139.3%	43.3%	40.7%	-20.9%	Jan '26
USD/EUR	0.89	0.7%	1.2%	3.1%	1.2%	3.1%	4.4%	-11.4%	4.5%	-	-	-7.1%	-2.4%	-8.9%	Jan '25
USD/JPY	158.11	0.3%	-0.4%	-1.3%	-2.7%	-0.4%	7.5%	-0.4%	1.1%	-	-	4.1%	8.4%	-3.5%	Jul '26
S&P 500 Volatility Index	16.39	0.3%	4.6%	0.3%	-1.2%	-33.2%	0.6%	-13.8%	9.6%	-6.4%	-22.3%	7.3%	-68.7%	-68.7%	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	49.97		0.2%	0.1%	-0.5%	-0.2%	1.0%	2.4%	6.1%	1.3%	17.9%	18.4%	6.7%	5.9%	-0.7%	Aug '26
Interm Muni- JPMorgan	47.69		0.2%	-0.7%	-3.0%	-5.0%	-3.2%	-2.0%	4.3%	-3.3%	9.6%	1.5%	0.3%	2.7%	-5.1%	Jul '26
Interm Bond- Janus MSB	42.40		0.3%	-0.2%	-3.2%	-4.2%	-3.7%	-2.0%	8.8%	-3.5%	14.8%	-0.8%	4.0%	2.9%	-5.5%	Feb '26
Interm Bond- Vanguard	72.79		-0.10%	-0.5%	-2.7%	-3.9%	-3.6%	-3.1%	8.5%	-3.8%	13.3%	-3.1%	3.5%	1.9%	-5.5%	Feb '26
Multisector Bond- Intrepid	8.73	p	EOD	-0.9%	-1.5%	-1.0%	1.3%	2.7%	8.2%	1.5%	26.5%	31.8%	8.1%	10.9%	-1.7%	Aug '26
Int’l Bond- JPMorgan	46.47		-0.5%	-0.7%	-2.1%	-3.1%	-1.0%	-0.8%	8.2%	-1.7%	17.1%	11.6%	4.5%	5.1%	-3.5%	Feb '26
Long Bond- Vanguard	68.41		-0.1%	-1.8%	-4.1%	-7.4%	-6.0%	-7.3%	7.2%	-6.4%	12.1%	-18.3%	-0.9%	2.6%	-9.2%	Oct '25
Long CA Muni- PIMCO	8.82	p	EOD	-1.0%	-3.9%	-6.1%	-4.3%	-2.6%	4.4%	-3.9%	11.3%	1.0%	-0.2%	2.6%	-6.2%	Jul '26
Long Muni- iShares	54.27		0.3%	-0.2%	-2.7%	-5.2%	-3.4%	-2.1%	3.4%	-3.7%	7.8%	-1.0%	0.0%	3.8%	-5.5%	Feb '26

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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.

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performance monitoring, and client presentations.
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