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S&P 500

Return

77.0%

[

19.6%

annualized]

Dec 30 2022 - Mar 09 2026

-2.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

44.0%

[

12.1%

annualized]

Dec 30 2022 - Mar 09 2026

-4.9%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

45.0%

[

12.3%

annualized]

Dec 30 2022 - Mar 09 2026

-6.1%

Below
Peak
Jan '26

Performance Range:

As of Mar 09 05:40 PM EDT, next update at 05:50 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6795.99	0.8%	-1.2%	-2.4%	-0.7%	4.4%	17.8%	16.4%	-0.7%	73.4%	75.4%	41.7%	90.0%	-2.6%	Jan '26
DJIA (Large Value)	47740.80	0.5%	-2.4%	-4.8%	0.4%	4.4%	11.5%	13.0%	-0.7%	48.0%	50.0%	30.5%	63.4%	-4.9%	Feb '26
Russell 2000 (Small Cap)	2553.67	1.1%	-3.9%	-5.0%	1.1%	7.2%	23.0%	11.3%	2.9%	39.8%	13.7%	12.4%	51.3%	-6.1%	Jan '26
NASDAQ Comp (Tech/Growth)	22695.95	1.4%	-0.2%	-2.3%	-3.7%	3.7%	24.7%	20.4%	-2.3%	100.2%	73.6%	43.3%	117.9%	-5.3%	Oct '25
Aggregate Bond	100.44	0.3%	-0.2%	0.6%	1.3%	1.8%	5.9%	7.2%	0.9%	15.2%	1.9%	1.4%	18.4%	-0.6%	Feb '26
Corp Bond	110.82	0.6%	-0.1%	0.6%	1.0%	1.4%	6.6%	7.9%	0.9%	19.5%	2.8%	-0.3%	26.4%	-0.5%	Feb '26
High Yield Bond	80.17	0.6%	-0.1%	-0.4%	0.6%	1.7%	6.4%	8.6%	-0.1%	29.6%	21.4%	16.3%	36.2%	-0.8%	Jan '26
Preferred	31.17	0.2%	-0.9%	-1.0%	1.3%	0.0%	5.8%	4.9%	0.8%	17.8%	9.7%	2.0%	25.2%	-2.3%	Jan '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Basic Materials	49.99	0.3%	-6.1%	-4.2%	15.8%	11.5%	16.1%	9.9%	10.2%	32.7%	43.8%	21.2%	55.6%	-6.8%	Feb '26
Consumer Discretionary/Cyclical	114.59	0.1%	-0.7%	-2.5%	-2.7%	-2.4%	12.4%	7.4%	-4.0%	68.4%	46.4%	12.7%	69.6%	-8.0%	Jan '26
Financial Services	50.33	-0.5%	-1.9%	-6.7%	-5.2%	-5.0%	3.9%	14.9%	-8.1%	57.4%	62.2%	36.3%	75.4%	-10.8%	Jan '26
Real Estate	93.76	0.2%	-2.3%	1.2%	6.5%	4.1%	5.5%	3.3%	6.0%	26.5%	28.0%	-4.7%	39.8%	-2.3%	Mar '26
Communication Services	117.56	0.09%	-0.3%	0.6%	1.3%	2.5%	18.6%	23.1%	-0.1%	129.0%	68.7%	56.7%	155.5%	-2.1%	Jan '26
Energy	56.32	-0.4%	-1.3%	5.0%	24.3%	30.8%	33.1%	7.9%	26.0%	48.9%	160.8%	126.9%	57.1%	-1.3%	Mar '26
Industrials	170.94	0.6%	-4.4%	-1.6%	11.9%	14.6%	29.1%	19.3%	10.2%	77.4%	96.2%	73.5%	112.1%	-4.4%	Mar '26
Technology	139.76	1.8%	0.2%	-2.5%	-5.4%	5.6%	28.7%	24.6%	-2.9%	106.7%	123.4%	64.3%	145.8%	-8.0%	Oct '25
Consumer Staples/Defensive	85.97	0.2%	-3.1%	-1.7%	11.1%	8.1%	6.6%	1.5%	10.7%	30.4%	50.9%	24.0%	38.7%	-4.5%	Feb '26
Healthcare	154.26	1.0%	-2.7%	-1.3%	3.3%	12.3%	5.1%	14.5%	-0.3%	29.6%	47.3%	18.0%	33.5%	-3.7%	Feb '26
Utilities	46.85	0.2%	-1.1%	7.8%	10.4%	14.2%	24.7%	16.0%	9.7%	56.9%	77.8%	49.2%	68.3%	-1.8%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	143.05	1.0%	-2.4%	-3.0%	1.9%	7.0%	21.7%	22.4%	1.1%	72.4%	66.7%	44.3%	96.1%	-3.8%	Feb '26
MSCI Emerging Markets	58.45	2.0%	-5.0%	-3.4%	8.7%	15.8%	34.8%	34.0%	6.8%	65.5%	22.8%	31.0%	84.6%	-7.7%	Feb '26
FTSE Europe	84.64	0.5%	-4.1%	-5.4%	4.7%	8.4%	19.0%	35.8%	1.2%	57.9%	58.9%	40.1%	105.4%	-6.5%	Feb '26
MSCI Japan	85.64	1.0%	-5.1%	-6.2%	6.7%	11.0%	27.7%	25.9%	6.1%	62.9%	41.9%	41.4%	92.5%	-8.9%	Feb '26
MSCI India	49.98	-0.02%	-1.9%	-6.5%	-6.2%	-5.2%	1.8%	2.7%	-7.5%	27.4%	24.8%	8.3%	24.4%	-15.0%	Sep '24
MSCI China	57.67	1.7%	-1.4%	-6.9%	-4.8%	-7.3%	4.3%	31.0%	-4.0%	33.8%	-23.7%	1.9%	56.0%	-12.9%	Oct '25
International Bond	48.51	0.1%	-0.9%	0.1%	0.7%	1.0%	4.3%	2.9%	0.6%	15.3%	1.5%	2.0%	18.1%	-1.2%	Feb '26
iShares Latin America	34.40	1.7%	-5.1%	-6.3%	14.3%	28.6%	57.1%	52.7%	13.0%	67.8%	85.0%	95.7%	75.5%	-7.8%	Feb '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	623.80	0.9%	-1.2%	-2.3%	-0.4%	4.9%	19.3%	17.8%	-0.5%	80.6%	88.3%	50.4%	99.4%	-2.5%	Jan '26
US Large Growth	452.44	1.2%	0.2%	-1.9%	-5.3%	0.0%	19.9%	18.3%	-4.4%	101.8%	96.4%	50.8%	121.5%	-7.9%	Oct '25
US Large Value	218.72	0.5%	-2.9%	-2.6%	5.3%	9.4%	17.4%	15.7%	4.0%	54.2%	62.2%	40.6%	70.6%	-3.0%	Feb '26

US MidCap Blend	297.94	0.4%	-2.6%	-1.4%	2.7%	3.6%	15.1%	11.6%	2.7%	49.1%	47.7%	25.3%	67.1%	-3.0%	Feb '26
US MidCap Growth	274.68	1.1%	-1.2%	-0.4%	-2.8%	-5.2%	10.6%	10.7%	-1.6%	47.6%	34.7%	12.5%	66.0%	-7.7%	Oct '25
US MidCap Value	187.42	-0.01%	-3.6%	-2.0%	6.5%	10.3%	17.8%	12.1%	5.7%	47.8%	57.8%	36.5%	65.1%	-3.6%	Feb '26

US Small Blend	267.91	1.0%	-3.9%	-3.8%	3.7%	6.2%	19.0%	8.9%	3.9%	46.3%	35.2%	25.1%	62.3%	-4.3%	Feb '26
US Small Growth	325.45	1.6%	-3.9%	-5.1%	-1.7%	5.1%	23.9%	12.9%	0.8%	46.6%	10.9%	13.0%	60.4%	-8.0%	Jan '26
US Small Value	191.34	0.5%	-3.8%	-4.8%	4.5%	10.7%	25.3%	12.4%	5.6%	43.1%	30.5%	23.3%	55.3%	-4.8%	Feb '26

Foreign Large Blend	98.99	0.7%	-4.2%	-4.8%	5.7%	9.1%	21.4%	31.6%	3.1%	57.2%	53.6%	41.4%	96.6%	-6.3%	Feb '26
Foreign Growth	115.83	0.8%	-3.8%	-4.7%	3.0%	4.6%	13.0%	20.7%	1.7%	38.8%	27.2%	12.4%	70.3%	-6.1%	Feb '26
Foreign Value	74.62	0.6%	-4.6%	-5.1%	8.3%	13.2%	30.0%	42.2%	4.5%	76.4%	82.0%	75.0%	124.5%	-6.7%	Feb '26

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.88		0.2%	0.9%	-0.6%	-2.1%	-2.3%	1.5%	3.6%	-1.8%	21.1%	26.4%	23.1%	28.7%	-2.6%	Jan '26
Ultra Short- Janus AAA CLO	50.44		0.1%	0.0%	-0.1%	0.7%	1.7%	4.5%	5.2%	0.1%	20.7%	24.4%	23.4%	25.7%	-0.4%	Jan '26
Bank Loan- Invesco	20.51		0.7%	1.5%	-0.3%	-0.8%	1.1%	5.1%	6.9%	-1.3%	24.4%	27.8%	25.2%	31.5%	-1.6%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.2%	0.2%	1.2%	3.3%	7.7%	8.9%	0.7%	36.5%	60.0%	48.2%	41.5%	New Peak	Feb '26

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	53.24		1.0%	-1.9%	-3.5%	0.6%	4.3%	20.9%	17.7%	-0.2%	82.1%	107.6%	86.1%	105.5%	-3.5%	Feb '26
Int’l Min Volatility- Franklin	39.63		0.3%	-3.9%	-1.2%	9.5%	17.6%	28.3%	27.1%	7.6%	76.4%	115.8%	91.9%	106.1%	-4.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.10	p	EOD	-5.9%	-9.0%	-1.6%	0.0%	10.7%	3.0%	-0.7%	63.3%	96.4%	85.4%	90.6%	-9.0%	Feb '26
Small Value- Avantis	108.99		0.3%	-4.1%	-5.4%	6.3%	10.1%	25.0%	7.4%	6.9%	47.9%	63.6%	44.6%	66.0%	-5.7%	Feb '26
Mid Value- Pacer Cash Cows	63.52		0.03%	-2.0%	-0.5%	6.4%	11.8%	15.1%	9.0%	5.6%	44.2%	82.6%	45.9%	57.8%	-2.2%	Feb '26
Growth- S&P Momentum	119.30		0.9%	-0.7%	-1.8%	-0.9%	1.1%	27.2%	26.6%	0.0%	130.5%	145.5%	94.2%	138.7%	-3.7%	Oct '25
Invesco S&P Quality	78.05		0.9%	-3.2%	-2.2%	5.1%	8.7%	15.4%	13.2%	4.0%	79.7%	94.4%	54.7%	103.9%	-3.6%	Feb '26
Rotation Factor- BlackRock	60.41		0.8%	-1.2%	-2.5%	-0.6%	4.9%	21.9%	20.0%	-0.7%	102.6%	101.2%	67.9%	127.5%	-2.5%	Feb '26
US Min Volatility- Fidelity	67.44		0.09%	-1.1%	-1.4%	1.3%	3.8%	10.1%	11.8%	1.0%	55.0%	69.4%	37.4%	67.6%	-1.8%	Feb '26
Derivative Income- JPMorgan	58.38		0.5%	-1.7%	-0.6%	3.8%	6.2%	8.4%	8.1%	2.6%	39.2%	58.2%	32.9%	51.7%	-1.9%	Feb '26

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Macro- BlackRock	16.22	p	EOD	0.6%	1.1%	2.8%	1.7%	7.0%	6.5%	2.6%	26.0%	36.2%	32.8%	32.4%	New Peak	Mar '26
Multistrategy- AQR	14.37	p	EOD	-1.4%	0.0%	4.3%	7.2%	13.7%	16.4%	2.6%	41.0%	78.2%	68.5%	50.6%	-1.6%	Feb '26
Long Short- AQR	20.60	p	EOD	-1.6%	-1.9%	0.0%	7.4%	21.9%	34.4%	-2.6%	98.1%	197.0%	151.3%	139.7%	-3.2%	Dec '25
Mkt Neutral- BlackRock	14.94	p	EOD	-0.2%	1.4%	4.0%	6.9%	17.4%	18.3%	2.5%	64.8%	68.3%	73.2%	73.8%	-0.2%	Mar '26
Multi Strategy- Variant	26.53	p	EOD	0.2%	0.6%	1.3%	3.4%	6.7%	7.2%	0.8%	22.1%	47.9%	34.8%	26.4%	New Peak	Mar '26
Long Short- First Trust	70.85		0.9%	-0.4%	-1.0%	-0.2%	4.3%	10.3%	9.1%	-0.2%	50.5%	64.9%	43.3%	58.5%	-1.7%	Feb '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	306.36	2.6%	-0.1%	-5.5%	-3.4%	27.9%	76.9%	66.0%	-2.1%	234.4%	202.6%	112.9%	216.4%	-10.9%	Feb '26
Meta (Communications)	647.39	0.4%	-0.9%	-4.4%	-1.4%	-15.3%	3.8%	13.1%	-1.9%	258.8%	145.3%	92.6%	411.3%	-17.9%	Aug '25
Amazon (Cyclical)	213.49	0.1%	2.4%	2.3%	-6.3%	-10.4%	7.1%	5.2%	-7.5%	131.4%	39.4%	25.3%	89.1%	-15.9%	Nov '25
Tesla (Cyclical)	398.68	0.5%	-1.2%	-4.5%	-10.4%	14.9%	51.8%	11.4%	-11.3%	130.6%	77.6%	-0.3%	83.5%	-18.6%	Dec '25
Procter & Gamble (Defensive)	155.22	1.0%	-5.1%	-1.3%	12.0%	-1.3%	-9.4%	-12.3%	9.1%	22.7%	39.6%	6.1%	36.5%	-10.7%	Dec '24
PepsiCo (Defensive)	161.53	1.3%	-2.6%	-2.1%	12.7%	15.0%	8.8%	-1.8%	13.6%	4.0%	42.6%	6.8%	6.9%	-8.9%	May '23
Coca-Cola (Defensive)	77.80	1.0%	-3.0%	-0.2%	11.0%	16.3%	12.1%	15.6%	11.3%	43.2%	77.8%	47.8%	55.5%	-4.6%	Feb '26
Exxon Mobil (Energy)	150.44	-0.5%	-2.5%	0.2%	28.1%	38.1%	42.7%	16.0%	25.8%	52.7%	204.0%	174.7%	72.0%	-2.6%	Feb '26
Chevron (Energy)	189.44	-0.3%	-0.1%	4.8%	28.8%	24.9%	26.6%	10.1%	25.5%	34.0%	113.0%	88.5%	38.7%	-0.3%	Mar '26
JPMorgan Chase (Financial)	289.92	0.2%	-2.6%	-10.0%	-3.1%	-1.7%	22.1%	37.3%	-9.6%	138.8%	116.8%	100.0%	202.6%	-13.4%	Jan '26
Visa (Financial)	315.97	-0.4%	-1.4%	-2.8%	-3.0%	-7.8%	-7.8%	11.8%	-9.7%	46.9%	48.8%	47.4%	82.1%	-14.9%	Jun '25
Mastercard (Financial)	517.72	-0.9%	-0.6%	-3.3%	-3.5%	-11.1%	-4.8%	9.0%	-9.2%	48.6%	41.5%	43.1%	86.2%	-13.3%	Aug '25
Bank of America (Financial)	47.90	-1.5%	-3.3%	-14.6%	-10.0%	-3.7%	18.3%	28.0%	-12.4%	69.5%	48.9%	15.5%	75.5%	-15.9%	Jan '26
UnitedHealth (Health)	285.17	-0.5%	-3.3%	3.4%	-11.9%	-17.0%	-40.8%	-33.1%	-13.6%	-35.2%	-12.1%	-39.3%	-39.6%	-53.1%	Nov '24
Johnson & Johnson (Health)	242.59	0.9%	-2.4%	2.2%	22.0%	38.7%	49.6%	47.5%	17.8%	75.4%	77.1%	59.8%	65.3%	-2.4%	Mar '26
Eli Lilly (Health)	1008.39	1.8%	-0.9%	-3.3%	2.8%	34.8%	16.8%	40.2%	-6.0%	225.4%	414.3%	285.9%	219.6%	-9.0%	Nov '25
Union Pacific (Industrials)	253.61	-0.2%	-5.0%	0.2%	10.1%	18.7%	4.1%	3.9%	10.2%	36.1%	34.1%	12.9%	43.2%	-5.0%	Mar '26
Honeywell (Industrials)	237.59	1.0%	-4.2%	-0.4%	25.6%	19.0%	20.0%	-6.4%	22.4%	39.4%	34.5%	33.4%	57.2%	-4.2%	Mar '26
Nvidia (IT)	182.65	2.7%	0.1%	-3.9%	-1.3%	7.0%	62.1%	38.9%	-2.1%	680.0%	1362.4%	507.6%	1490.3%	-11.8%	Oct '25
Broadcom (IT)	345.75	4.6%	8.4%	0.5%	-14.7%	3.1%	78.9%	50.6%	-0.1%	480.9%	766.4%	462.7%	746.9%	-16.1%	Dec '25
Adobe (IT)	282.44	-0.4%	8.3%	5.8%	-18.0%	-20.2%	-37.2%	-21.3%	-19.3%	-16.5%	-35.7%	-50.0%	-1.3%	-55.5%	Feb '24
Oracle (IT)	151.56	-0.9%	1.5%	-3.2%	-31.4%	-37.0%	-1.3%	18.1%	-22.0%	80.9%	123.4%	82.5%	147.3%	-53.6%	Sep '25
salesforce.com (IT)	198.79	-1.6%	3.0%	2.5%	-23.7%	-20.9%	-29.3%	-20.2%	-25.0%	12.6%	-4.9%	-21.2%	41.4%	-45.5%	Dec '24
Linde PLC (Materials)	483.62	-0.2%	-5.0%	6.0%	23.9%	2.5%	4.6%	3.2%	13.4%	45.4%	96.7%	50.8%	85.8%	-5.0%	Mar '26
Sherwin-Williams (Materials)	333.40	1.1%	-6.4%	-7.3%	4.0%	-7.3%	-7.5%	-3.8%	3.1%	57.6%	48.1%	2.2%	70.8%	-15.7%	Nov '24
American Tower (Real Estate)	186.64	-1.0%	-1.9%	7.4%	5.0%	-2.3%	-9.0%	-0.9%	6.3%	8.0%	6.6%	-26.0%	13.2%	-19.2%	Sep '24
Prologis Inc. (Real Estate)	135.15	0.5%	-5.3%	-1.6%	6.9%	22.7%	16.7%	25.1%	5.9%	22.5%	58.1%	-7.6%	49.0%	-5.3%	Mar '26
NextEra Energy (Utilities)	92.01	1.1%	-0.8%	3.5%	16.3%	33.1%	30.1%	15.5%	15.4%	36.2%	41.5%	12.6%	39.7%	-3.2%	Feb '26
Duke Energy (Utilities)	131.08	-1.1%	-0.4%	8.6%	14.7%	10.8%	16.3%	12.7%	12.8%	56.4%	75.0%	49.5%	74.9%	-1.1%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.89	p	EOD	-1.3%	-0.7%	1.3%	2.7%	8.7%	9.4%	0.8%	24.8%	12.5%	9.1%	30.7%	-1.7%	Feb '26
Moderate-60% Stock	65.86		0.6%	-1.7%	-1.8%	2.0%	5.3%	15.6%	16.4%	1.3%	47.1%	39.4%	27.3%	61.5%	-2.6%	Feb '26
Mod Agg-80% Stock	51.20	p	EOD	-3.0%	-3.1%	1.8%	5.8%	18.7%	19.6%	0.9%	57.8%	49.8%	34.0%	76.1%	-3.9%	Feb '26
Aggressive-90% Stock	30.50	p	EOD	-3.9%	-4.1%	1.8%	6.4%	20.2%	20.9%	0.8%	58.4%	51.1%	32.5%	76.9%	-5.1%	Feb '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bitcoin	68925.01	4.5%	0.2%	-1.7%	-25.6%	-38.2%	-20.5%	-6.3%	-21.2%	238.5%	25.7%	48.4%	259.8%	-44.8%	Oct '25
Ethereum	2027.15	4.7%	0.0%	-3.6%	-39.0%	-53.0%	-5.2%	-11.0%	-31.7%	40.9%	8.5%	-46.1%	56.5%	-58.0%	Aug '25
BNB	639.43	4.5%	0.3%	0.5%	-28.9%	-27.3%	7.7%	23.1%	-25.9%	130.6%	117.9%	24.9%	136.0%	-51.2%	Oct '25
Solana	85.97	5.3%	-0.8%	-0.8%	-37.7%	-60.4%	-38.2%	-34.2%	-30.9%	396.7%	479.1%	-49.5%	175.9%	-67.2%	Jan '25
Bitcoin ETF	39.13	1.4%	-0.2%	-2.4%	-26.0%	-38.1%	-20.8%	-6.4%	-21.2%	-	-	-	-	-45.1%	Oct '25
Grayscale Bitcoin (hi fee)	53.79	1.4%	-0.2%	-2.5%	-26.1%	-38.5%	-21.8%	-7.6%	-21.3%	404.6%	21.2%	73.8%	431.2%	-45.4%	Oct '25
Bloomberg Commodities	23.15	-1.5%	4.1%	9.1%	18.8%	27.5%	28.1%	14.9%	18.5%	41.6%	74.8%	50.5%	30.5%	-1.5%	Mar '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
30 Year Treasury rate	4.74	-0.3%	0.9%	-2.2%	-1.4%	0.5%	2.7%	1.1%	-2.1%	22.4%	109.8%	135.1%	22.0%	-7.1%	Oct '23
10yr Treasury rate	4.14	0.07%	2.2%	-1.5%	-1.2%	1.5%	-4.2%	-9.0%	-0.6%	5.4%	167.5%	154.1%	6.0%	-17.1%	Oct '23
5yr Treasury rate	3.74	0.6%	3.2%	-0.1%	-1.2%	3.7%	-8.7%	-15.0%	0.4%	-11.5%	355.1%	173.7%	-9.1%	-24.7%	Oct '23
13-week T-bill	3.59	0.6%	0.1%	0.0%	-1.1%	-8.9%	-14.4%	-15.7%	1.3%	-25.9%	10165.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	85.08	-6.4%	19.4%	32.2%	46.1%	35.8%	26.9%	-19.9%	48.2%	12.4%	32.9%	11.8%	-2.5%	-9.2%	Sep '23
Gold	5148.70	0.05%	-2.8%	1.9%	22.4%	41.3%	77.3%	64.5%	19.0%	181.5%	199.9%	186.1%	208.3%	-3.2%	Jan '26
USD/EUR	0.86	-0.3%	1.0%	1.6%	0.0%	0.6%	-7.3%	-11.4%	0.9%	-9.3%	1.8%	-2.3%	-16.6%	-12.0%	Jan '25
USD/JPY	157.70	0.11%	0.7%	0.3%	1.2%	7.0%	6.5%	-0.4%	0.8%	14.9%	44.8%	37.0%	7.5%	-2.4%	Jul '24
S&P 500 Volatility Index	25.50	-13.5%	18.9%	46.9%	50.6%	69.5%	9.1%	-13.8%	70.6%	12.8%	6.1%	53.6%	-24.0%	-51.3%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	51.02		0.06%	0.0%	0.3%	1.3%	2.2%	5.5%	6.1%	0.8%	20.3%	19.1%	18.2%	23.4%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.73		-0.02%	-0.6%	0.0%	1.1%	2.8%	4.1%	4.3%	0.8%	12.7%	7.5%	5.1%	16.7%	-0.8%	Feb '26
Interm Bond- Janus MSB	45.90		0.2%	-0.5%	0.5%	1.7%	2.7%	7.0%	8.8%	0.9%	17.3%	4.2%	4.5%	21.4%	-0.8%	Feb '26
Interm Bond- Vanguard	78.16		0.3%	-0.3%	0.6%	1.1%	1.5%	6.8%	8.5%	0.7%	17.4%	3.4%	2.8%	20.7%	-0.8%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.2%	-0.8%	0.5%	1.4%	6.0%	8.2%	-0.2%	28.7%	35.5%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.42		0.08%	-1.2%	-1.0%	0.4%	1.0%	5.9%	8.2%	-0.2%	18.8%	15.5%	13.5%	27.5%	-1.6%	Feb '26
Long Bond- Vanguard	76.53		0.9%	-0.1%	0.8%	1.0%	1.0%	6.0%	7.2%	1.3%	17.0%	-5.0%	-10.4%	26.4%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.48	p	EOD	-0.6%	-0.1%	1.1%	2.9%	3.0%	3.3%	0.6%	12.3%	3.6%	0.8%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.73		0%	-0.6%	-0.2%	1.2%	3.4%	4.3%	3.4%	0.7%	11.2%	4.4%	2.7%	14.6%	-0.9%	Feb '26

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Performance Range:

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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