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S&P 500

Return

62.8%

[

19.2%

annualized]

Dec 29 2023 - Oct 08 2026

DJIA (Large Value)

Return

35.9%

[

11.7%

annualized]

Dec 29 2023 - Oct 08 2026

Russell 2000 (Small Cap)

Return

37.8%

[

12.2%

annualized]

Dec 29 2023 - Oct 08 2026

Performance Range:

As of Oct 08 05:20 PM EDT, next update at 05:30 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	7765.36	-0.5%	1.3%	1.2%	3.8%	14.5%	15.0%	16.4%	13.4%	80.2%	76.8%	26.4%	55.8%	-0.7%	Oct '26
DJIA (Large Value)	51231.64	0.10%	0.6%	-2.9%	-2.1%	6.9%	9.9%	13.0%	6.6%	53.4%	47.4%	14.8%	36.1%	-5.7%	Aug '26
Russell 2000 (Small Cap)	2794.13	0.03%	-0.4%	-5.6%	-5.5%	6.6%	12.5%	11.3%	12.6%	60.1%	25.1%	22.4%	58.7%	-8.9%	Aug '26
NASDAQ Comp (Tech/Growth)	27193.34	-1.3%	1.2%	2.9%	5.1%	20.1%	18.0%	20.4%	17.0%	102.5%	86.5%	35.6%	78.1%	-1.5%	Oct '26
Aggregate Bond	94.63	0.3%	0.2%	-2.0%	-2.5%	-2.9%	-1.6%	7.2%	-2.3%	14.5%	-2.2%	3.7%	2.8%	-4.1%	Feb '26
Corp Bond	102.47	0.4%	0.4%	-2.4%	-3.6%	-4.1%	-3.5%	7.9%	-3.7%	17.3%	-4.8%	2.8%	4.3%	-5.3%	Feb '26
High Yield Bond	77.14	-0.05%	0.3%	-2.1%	-1.7%	-0.9%	1.4%	8.6%	0.0%	26.7%	17.9%	6.6%	11.2%	-2.5%	Aug '26
Preferred	29.37	0%	-0.3%	-2.8%	-2.1%	-1.7%	-2.3%	4.9%	-1.3%	22.0%	2.6%	2.0%	10.4%	-5.2%	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	49.27	0.6%	1.5%	-4.7%	-1.3%	-4.0%	11.6%	9.9%	10.0%	33.8%	34.0%	13.2%	36.4%	-7.8%	Aug '26
Consumer Discretionary/Cyclical	111.71	0.3%	2.7%	-1.8%	-2.9%	1.2%	-4.7%	7.4%	-5.9%	42.6%	27.5%	0.2%	28.2%	-9.7%	Jan '26
Financial Services	54.23	0.9%	1.4%	-5.0%	-1.0%	6.7%	2.9%	14.9%	0.2%	71.9%	51.4%	6.6%	26.2%	-7.1%	Sep '26
Real Estate	89.35	0.7%	0.2%	-6.0%	-6.9%	-1.3%	3.3%	3.3%	3.9%	35.3%	5.6%	3.7%	18.5%	-10.7%	Jul '26
Communication Services	112.07	0.7%	1.9%	0.8%	2.7%	-1.0%	-1.8%	23.1%	-3.9%	73.3%	45.9%	9.1%	32.5%	-5.8%	Jan '26
Energy	65.24	3.0%	4.1%	1.3%	18.1%	13.9%	50.8%	7.9%	48.8%	67.2%	174.6%	49.4%	78.5%	-0.4%	Sep '26
Industrials	168.40	0.3%	-0.1%	-3.2%	-6.4%	-0.7%	9.5%	19.3%	9.4%	74.2%	79.7%	24.0%	47.3%	-9.5%	Aug '26
Technology	197.78	-1.8%	0.0%	5.4%	9.2%	39.9%	36.8%	24.6%	37.9%	139.6%	170.1%	64.9%	121.8%	-2.1%	Oct '26
Consumer Staples/Defensive	83.42	2.1%	3.8%	-0.1%	-0.5%	2.1%	10.2%	1.5%	9.5%	35.7%	35.9%	7.1%	13.8%	-5.5%	Feb '26
Healthcare	168.16	-0.4%	1.2%	1.0%	4.0%	13.3%	18.3%	14.5%	10.0%	35.9%	43.7%	18.3%	29.8%	-3.9%	Aug '26
Utilities	41.07	-0.2%	3.5%	-4.8%	-8.8%	-11.0%	-7.0%	16.0%	-1.8%	56.8%	47.3%	7.4%	17.1%	-12.2%	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	159.79	-0.6%	0.7%	-0.8%	2.5%	11.2%	15.9%	22.4%	13.7%	81.6%	71.9%	31.9%	57.8%	-1.7%	Aug '26
MSCI Emerging Markets	66.10	-1.9%	-1.1%	-4.0%	-0.2%	9.9%	23.7%	34.0%	21.4%	87.7%	46.4%	52.5%	76.6%	-7.2%	Jun '26
FTSE Europe	85.43	-0.2%	-0.1%	-6.1%	-2.9%	0.1%	8.8%	35.8%	4.3%	62.6%	52.1%	28.9%	42.8%	-8.1%	Aug '26
MSCI Japan	97.32	-1.0%	-0.1%	-0.7%	5.2%	9.4%	24.2%	25.9%	21.2%	78.9%	61.7%	47.0%	66.0%	-2.0%	Oct '26
MSCI India	45.56	-1.2%	-1.7%	-7.2%	-6.4%	-7.5%	-13.4%	2.7%	-15.7%	2.9%	-0.6%	-8.4%	-7.3%	-18.4%	Jun '25
MSCI China	51.36	-0.5%	-1.4%	-4.8%	-2.8%	-9.8%	-20.9%	31.0%	-13.9%	28.6%	-16.5%	-1.6%	16.9%	-21.9%	Oct '25
International Bond	46.93	0.2%	0.3%	-0.7%	-1.1%	-1.4%	-0.7%	2.9%	-0.8%	13.3%	0.6%	2.0%	1.6%	-2.8%	Feb '26
iShares Latin America	37.51	0.3%	9.5%	2.7%	11.8%	3.3%	38.4%	52.7%	24.8%	79.6%	102.8%	66.1%	86.5%	-1.4%	Oct '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	711.28	-0.4%	1.3%	1.3%	4.1%	15.1%	16.3%	17.8%	14.4%	87.3%	89.5%	28.9%	58.5%	-0.7%	Oct '26
US Large Growth	127.11	-1.3%	1.1%	3.4%	4.5%	14.9%	7.8%	19.8%	7.7%	96.6%	104.1%	24.4%	61.0%	-1.6%	Oct '26
US Large Value	252.00	0.5%	1.5%	-1.0%	3.2%	14.3%	24.9%	15.7%	21.1%	77.7%	72.6%	32.2%	54.8%	-2.5%	Sep '26

US MidCap Blend	80.40	0.3%	1.6%	-1.7%	0.3%	8.1%	11.4%	17.0%	11.6%	81.2%	75.1%	24.2%	48.2%	-4.8%	Aug '26
US MidCap Growth	297.86	-0.8%	1.0%	-0.2%	-0.3%	10.2%	0.9%	10.7%	7.2%	56.6%	28.6%	10.3%	39.0%	-5.0%	Aug '26
US MidCap Value	201.43	1.2%	2.1%	-2.1%	1.6%	7.3%	17.9%	12.1%	15.3%	66.9%	57.4%	25.2%	46.4%	-4.0%	Aug '26

US Small Blend	287.63	0.2%	0.4%	-3.1%	-2.3%	5.9%	13.0%	8.9%	12.6%	61.8%	39.5%	18.5%	51.4%	-6.7%	Aug '26
US Small Growth	353.47	-0.5%	-1.2%	-6.2%	-7.5%	7.0%	8.3%	12.9%	9.7%	63.4%	24.0%	20.2%	58.8%	-10.6%	Aug '26
US Small Value	210.95	0.4%	0.2%	-4.9%	-2.7%	7.1%	19.7%	12.4%	17.6%	68.3%	41.4%	29.7%	64.1%	-6.9%	Aug '26

Foreign Large Blend	102.70	-0.4%	-0.1%	-4.7%	-0.6%	2.1%	12.1%	31.6%	8.6%	64.7%	54.3%	32.3%	48.1%	-5.6%	Aug '26
Foreign Growth	119.05	-0.5%	-0.2%	-4.0%	-2.0%	1.3%	4.6%	20.7%	5.3%	45.8%	22.8%	17.9%	37.1%	-6.4%	Aug '26
Foreign Value	77.97	-0.10%	0.1%	-5.4%	0.5%	3.0%	20.0%	42.2%	12.1%	84.4%	90.6%	47.3%	59.6%	-6.2%	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	22.74		-0.04%	-0.2%	-0.9%	1.3%	2.6%	2.9%	3.6%	2.5%	19.8%	29.4%	5.4%	9.1%	-0.9%	Sep '26
Ultra Short- Janus AAA CLO	50.52		0.02%	0.1%	0.3%	1.2%	2.5%	4.7%	5.2%	3.5%	19.5%	27.7%	8.0%	8.5%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.49		0%	0.1%	0.0%	2.0%	2.6%	4.5%	6.9%	2.3%	22.5%	30.3%	8.6%	12.5%	-0.4%	Sep '26
Interval CEF- Cliffwater	10.20	p	EOD	-1.9%	-1.5%	-0.5%	1.2%	4.4%	8.9%	2.4%	29.4%	53.9%	9.9%	9.7%	-2.0%	Oct '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	59.43		-0.5%	0.6%	-0.9%	1.4%	11.0%	14.3%	17.7%	12.1%	87.4%	115.1%	26.3%	55.9%	-2.2%	Aug '26
Int’l Min Volatility- Franklin	41.64		0.2%	0.5%	-1.9%	2.0%	3.3%	24.5%	27.1%	16.3%	83.5%	116.3%	41.5%	55.4%	-2.8%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.31	p	EOD	-0.6%	-5.4%	-10.1%	-0.6%	5.5%	3.0%	4.3%	64.1%	105.3%	6.6%	35.7%	-14.7%	Jun '26
Small Value- Avantis	120.13		0.8%	0.9%	-4.1%	-1.5%	5.4%	21.9%	7.4%	18.9%	66.7%	67.4%	26.6%	63.5%	-6.4%	Aug '26
Mid Value- Pacer Cash Cows	68.87		1.7%	1.8%	-1.6%	8.9%	10.7%	22.5%	9.0%	15.7%	50.9%	70.5%	21.2%	49.4%	-4.7%	Sep '26
Growth- S&P Momentum	150.84		-1.4%	-1.3%	0.4%	0.3%	24.7%	25.3%	26.6%	27.2%	166.1%	159.0%	48.3%	84.7%	-6.5%	Jun '26
Invesco S&P Quality	85.50		0.3%	0.7%	0.7%	-1.1%	9.2%	17.0%	13.2%	14.8%	76.2%	84.4%	22.4%	46.7%	-4.9%	Jun '26
Rotation Factor- BlackRock	70.11		-0.4%	0.9%	0.7%	4.6%	16.0%	18.8%	20.0%	16.1%	104.7%	109.9%	32.8%	63.4%	-0.8%	Oct '26
US Min Volatility- Fidelity	72.21		0.3%	1.9%	1.2%	3.7%	9.2%	10.7%	11.8%	9.4%	54.1%	60.1%	17.0%	35.6%	-1.6%	Aug '26
Derivative Income- JPMorgan	56.67		0.4%	1.3%	0.3%	2.2%	2.5%	7.9%	8.1%	5.1%	35.6%	44.9%	8.9%	25.5%	-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	18.19	p	EOD	0.2%	1.5%	4.9%	9.7%	14.1%	6.5%	15.1%	34.5%	49.5%	20.7%	26.1%	-1.0%	Sep '26
Multistrategy- AQR	15.55	p	EOD	0.1%	1.1%	6.9%	6.4%	14.3%	16.4%	11.0%	48.5%	84.8%	22.3%	27.5%	-0.2%	Sep '26
Long Short- AQR	22.48	p	EOD	-0.4%	0.8%	9.3%	7.7%	15.3%	34.4%	6.2%	92.5%	193.8%	32.6%	38.1%	-0.8%	Sep '26
Mkt Neutral- BlackRock	16.04	p	EOD	-0.9%	3.4%	7.2%	12.6%	24.8%	18.3%	18.4%	80.0%	100.1%	38.7%	32.4%	-1.2%	Oct '26
Multi Strategy- Variant	25.71	p	EOD	0.1%	0.7%	1.8%	3.0%	6.3%	7.2%	4.5%	20.4%	42.5%	11.0%	10.1%	NewNew Peak	Oct '26
Long Short- First Trust	77.69		-0.09%	1.0%	1.9%	5.0%	8.9%	12.4%	9.1%	10.1%	50.9%	67.4%	16.3%	31.3%	-0.1%	Oct '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)	348.29	-0.6%	3.0%	2.9%	-3.7%	9.9%	42.8%	66.0%	11.5%	155.6%	151.5%	89.1%	141.8%	-13.4%	May '26
Meta (Communications)	720.89	-0.06%	-0.7%	17.6%	19.6%	17.9%	0.8%	13.1%	9.5%	130.7%	120.5%	3.0%	41.9%	-8.4%	Aug '25
Amazon (Cyclical)	254.06	-2.3%	2.3%	-1.1%	4.3%	14.8%	12.8%	5.2%	10.1%	98.5%	54.5%	12.1%	48.9%	-10.5%	Aug '26
Tesla (Cyclical)	375.00	-0.7%	5.9%	1.9%	-4.8%	9.2%	-14.5%	11.4%	-16.6%	43.9%	43.2%	4.0%	69.0%	-23.5%	Dec '25
Procter & Gamble (Defensive)	150.59	1.9%	4.6%	3.4%	2.2%	5.5%	2.9%	-12.3%	7.4%	13.1%	20.8%	-5.7%	-0.8%	-10.9%	Mar '25
PepsiCo (Defensive)	128.34	3.7%	2.2%	-7.3%	-9.0%	-15.3%	-3.8%	-1.8%	-7.9%	-10.8%	-3.3%	-5.7%	-2.8%	-22.4%	Feb '26
Coca-Cola (Defensive)	87.77	2.3%	1.9%	-0.1%	5.9%	15.0%	36.3%	15.6%	28.0%	80.1%	87.7%	31.5%	33.6%	-4.0%	Aug '26
Exxon Mobil (Energy)	168.50	2.7%	2.9%	4.9%	20.2%	9.3%	52.1%	16.0%	42.8%	73.5%	222.9%	60.1%	75.3%	-0.5%	Sep '26
Chevron (Energy)	211.55	3.1%	2.1%	0.8%	21.3%	11.6%	43.0%	10.1%	42.7%	47.8%	139.2%	43.1%	64.3%	-2.9%	Sep '26
JPMorgan Chase (Financial)	331.42	0.6%	0.0%	-5.8%	0.7%	8.6%	11.1%	37.3%	4.8%	143.4%	120.4%	22.9%	57.3%	-8.8%	Aug '26
Visa (Financial)	375.10	0.8%	4.2%	1.8%	8.1%	21.9%	7.6%	11.8%	7.6%	63.3%	69.2%	6.8%	23.1%	-2.4%	Aug '26
Mastercard (Financial)	574.76	0.8%	4.5%	0.7%	10.7%	13.7%	0.3%	9.0%	1.2%	46.8%	66.6%	2.0%	20.9%	-4.2%	Aug '26
Bank of America (Financial)	53.61	0.2%	-0.2%	-14.1%	-7.6%	4.4%	9.9%	28.0%	-1.0%	121.0%	36.7%	21.1%	58.1%	-16.9%	Aug '26
UnitedHealth (Health)	370.95	-1.3%	1.6%	-6.9%	-12.3%	22.7%	2.9%	-33.1%	14.6%	-24.7%	-0.6%	-24.2%	-30.2%	-35.6%	Apr '25
Johnson & Johnson (Health)	256.48	-0.8%	-0.8%	-4.7%	-2.1%	7.4%	38.3%	47.5%	25.9%	77.2%	83.3%	68.8%	77.6%	-7.9%	Sep '26
Eli Lilly (Health)	1169.60	-1.6%	1.7%	4.1%	-3.7%	23.1%	39.2%	40.2%	9.4%	111.2%	423.2%	36.3%	62.8%	-8.6%	Aug '26
Union Pacific (Industrials)	278.20	1.3%	2.1%	-3.6%	-0.5%	12.8%	22.1%	3.9%	22.1%	46.8%	43.8%	17.0%	38.1%	-10.0%	Aug '26
Honeywell (Industrials)	206.60	-0.7%	-3.4%	-0.8%	-6.0%	-14.5%	1.6%	-6.4%	2.3%	20.4%	6.4%	2.7%	17.7%	-19.9%	Mar '26
Nvidia (IT)	230.48	-2.9%	-0.2%	2.2%	13.0%	26.9%	22.2%	38.9%	23.9%	405.2%	1011.3%	66.0%	139.9%	-3.7%	Oct '26
Broadcom (IT)	360.14	-4.3%	4.8%	-2.1%	-7.2%	3.1%	5.0%	50.6%	4.6%	340.1%	698.3%	59.8%	133.5%	-25.0%	Jun '26
Adobe (IT)	241.05	3.6%	-0.1%	-6.3%	9.1%	0.7%	-30.9%	-21.3%	-31.1%	-54.2%	-58.2%	-47.3%	-29.1%	-48.1%	Feb '25
Oracle (IT)	135.69	-5.5%	-1.7%	-16.5%	-3.1%	-4.9%	-52.5%	18.1%	-29.7%	27.8%	53.2%	-24.0%	10.9%	-58.2%	Sep '25
salesforce.com (IT)	227.80	1.4%	-3.8%	-8.4%	37.0%	30.0%	-4.4%	-20.2%	-13.4%	12.0%	-14.8%	-28.9%	-5.4%	-35.9%	Jan '25
Linde PLC (Materials)	481.70	-0.5%	2.6%	2.8%	-8.4%	-3.1%	4.4%	3.2%	14.1%	34.0%	74.0%	6.7%	18.9%	-11.6%	Jul '26
Sherwin-Williams (Materials)	321.03	1.9%	0.1%	-1.6%	-2.7%	-3.9%	-4.0%	-3.8%	-0.2%	29.4%	15.8%	-7.3%	3.8%	-13.6%	Sep '25
American Tower (Real Estate)	166.73	0.3%	3.5%	-4.1%	2.1%	-2.5%	-6.5%	-0.9%	-2.1%	17.3%	-25.2%	-5.7%	-13.1%	-24.7%	Jul '25
Prologis Inc. (Real Estate)	129.29	1.6%	0.9%	-5.9%	-7.6%	-4.5%	15.0%	25.1%	3.6%	30.7%	16.6%	12.7%	51.3%	-13.2%	Jul '26
NextEra Energy (Utilities)	77.37	0.4%	1.3%	-7.7%	-10.9%	-16.6%	-5.3%	15.5%	-1.5%	68.4%	10.3%	18.0%	26.1%	-19.8%	Apr '26
Duke Energy (Utilities)	116.84	1.2%	2.7%	-3.6%	-7.0%	-9.7%	-3.4%	12.7%	2.3%	50.5%	40.9%	10.1%	6.2%	-10.9%	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	15.58	p	EOD	0.3%	-1.6%	-1.3%	0.2%	2.1%	9.4%	1.1%	25.6%	10.5%	9.0%	11.8%	-2.3%	Aug '26
Moderate-60% Stock	68.55		-0.2%	0.5%	-1.4%	0.5%	5.3%	8.9%	16.4%	7.2%	51.7%	39.6%	20.7%	33.6%	-2.2%	Aug '26
Mod Agg-80% Stock	55.83	p	EOD	0.9%	-0.9%	1.6%	8.1%	12.8%	19.6%	10.9%	66.3%	53.6%	27.1%	45.7%	-1.8%	Aug '26
Aggressive-90% Stock	34.77	p	EOD	0.9%	-0.8%	1.8%	10.7%	17.3%	20.9%	14.9%	74.1%	57.7%	32.2%	55.9%	-1.5%	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	81724.10	-1.9%	-3.7%	4.2%	31.3%	14.9%	-33.7%	-6.3%	-6.6%	192.4%	51.4%	-15.4%	7.1%	-34.5%	Oct '25
Ethereum	2473.52	-3.9%	-8.6%	-0.5%	41.9%	12.9%	-45.4%	-11.0%	-16.6%	50.3%	-30.6%	-8.9%	68.0%	-48.8%	Aug '25
BNB	734.06	-5.0%	-4.8%	-2.4%	29.2%	22.1%	-43.8%	23.1%	-15.0%	243.7%	75.2%	12.3%	32.6%	-44.0%	Oct '25
Solana	110.04	-5.3%	-7.1%	6.5%	41.5%	33.2%	-52.0%	-34.2%	-11.6%	369.8%	-30.8%	-34.9%	4.3%	-58.0%	Jan '25
Bitcoin ETF	46.26	-2.0%	-3.5%	4.2%	31.3%	14.4%	-34.0%	-6.4%	-6.8%	-	-	-15.4%	6.1%	-35.1%	Oct '25
Grayscale Bitcoin (hi fee)	63.11	-2.0%	-3.6%	4.1%	30.8%	13.7%	-34.8%	-7.6%	-7.7%	237.0%	65.0%	-17.0%	4.1%	-35.9%	Oct '25
Bloomberg Commodities	26.18	0.5%	0.8%	0.0%	13.1%	10.7%	38.4%	14.9%	34.1%	58.2%	64.8%	40.6%	55.6%	-2.3%	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	5.61	-1.0%	0.1%	6.5%	10.7%	14.7%	18.7%	1.1%	15.8%	13.5%	159.3%	17.6%	18.9%	-1.0%	Oct '26
10yr Treasury rate	5.23	-0.9%	-0.1%	8.8%	14.5%	21.9%	26.7%	-9.0%	25.7%	9.3%	225.9%	15.3%	22.7%	-1.5%	Oct '26
5yr Treasury rate	4.99	-0.6%	-0.3%	9.1%	15.9%	27.3%	34.2%	-15.0%	34.1%	5.1%	376.2%	14.2%	27.5%	-1.9%	Sep '26
13-week T-bill	4.04	0.1%	1.5%	7.1%	8.6%	12.3%	5.2%	-15.7%	14.0%	-24.4%	10007.5%	-4.1%	-3.2%	-5.6%	May '25
Crude Oil	91.18	3.3%	-1.8%	-2.0%	24.0%	-3.4%	45.8%	-19.9%	58.8%	10.1%	14.9%	26.2%	53.0%	-19.3%	Apr '26
Gold	4158.30	0.4%	-1.0%	-6.3%	1.9%	-13.0%	2.2%	64.4%	-4.2%	125.4%	136.6%	41.6%	39.1%	-21.8%	Jan '26
USD/EUR	0.89	-0.2%	0.3%	3.6%	1.8%	3.9%	3.7%	-11.4%	4.7%	-	-	-6.9%	-2.1%	-8.7%	Jan '25
USD/JPY	157.82	-0.2%	-0.1%	2.8%	-2.9%	-0.5%	3.4%	-0.4%	0.9%	-	-	3.9%	8.2%	-3.7%	Jul '26
S&P 500 Volatility Index	15.41	2.2%	-6.0%	-2.0%	-8.8%	-26.8%	-5.5%	-13.8%	3.1%	-11.7%	-17.9%	0.9%	-70.6%	-70.6%	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	49.85		-0.4%	-0.2%	-0.8%	-0.4%	0.5%	2.2%	6.1%	1.1%	18.0%	18.3%	6.4%	5.7%	-1.0%	Aug '26
Interm Muni- JPMorgan	47.40		0.13%	-0.6%	-3.0%	-4.9%	-3.9%	-2.4%	4.3%	-3.5%	10.1%	1.4%	0.0%	2.4%	-5.4%	Jul '26
Interm Bond- Janus MSB	42.46		0.6%	0.1%	-3.2%	-3.7%	-4.3%	-1.9%	8.8%	-3.3%	16.6%	-0.4%	4.1%	3.0%	-5.4%	Feb '26
Interm Bond- Vanguard	72.97		0.3%	0.2%	-2.2%	-2.8%	-3.4%	-2.3%	8.5%	-3.2%	15.4%	-1.6%	4.1%	2.6%	-4.9%	Feb '26
Multisector Bond- Intrepid	8.73	p	EOD	0.1%	-0.8%	-0.4%	1.2%	3.4%	8.2%	2.2%	27.9%	32.4%	8.8%	11.6%	-1.0%	Aug '26
Int’l Bond- JPMorgan	46.74		0.06%	0.6%	-1.6%	-2.0%	-0.9%	0.2%	8.2%	-0.9%	18.7%	12.9%	5.4%	6.0%	-2.7%	Feb '26
Long Bond- Vanguard	68.71		0.6%	0.4%	-3.5%	-5.4%	-6.1%	-6.2%	7.2%	-5.5%	16.2%	-15.7%	0.1%	3.5%	-8.3%	Oct '25
Long CA Muni- PIMCO	8.78	p	EOD	-1.0%	-4.4%	-6.3%	-5.2%	-3.0%	4.4%	-4.3%	12.0%	0.7%	-0.7%	2.1%	-6.7%	Jul '26
Long Muni- iShares	54.00		0.3%	-0.5%	-2.9%	-5.1%	-4.2%	-2.5%	3.4%	-3.9%	8.8%	-1.1%	-0.2%	3.6%	-5.7%	Feb '26

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