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S&P 500

Return

92.9%

[

20.2%

annualized]

Dec 30 2022 - Jul 24 2026

DJIA (Large Value)

Return

56.5%

[

13.4%

annualized]

Dec 30 2022 - Jul 24 2026

Russell 2000 (Small Cap)

Return

67.1%

[

15.5%

annualized]

Dec 30 2022 - Jul 24 2026

Performance Range:

As of Jul 24 02:40 PM EDT, next update at 02:50 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	7406.27	-0.03%	-0.7%	0.7%	3.4%	7.1%	16.4%	16.4%	8.2%	62.6%	67.9%	54.4%	107.1%	-2.7%	Jun '26
DJIA (Large Value)	51866.40	0.3%	-0.5%	0.0%	5.4%	5.6%	16.0%	13.0%	7.9%	46.5%	47.9%	41.8%	77.6%	-2.2%	Jul '26
Russell 2000 (Small Cap)	2943.28	0.11%	-0.6%	-1.5%	5.6%	10.3%	30.7%	11.3%	18.6%	49.7%	33.2%	29.5%	74.4%	-2.7%	Jun '26
NASDAQ Comp (Tech/Growth)	24976.21	-0.6%	-2.1%	-2.0%	0.6%	6.3%	18.6%	20.4%	7.5%	77.7%	68.3%	57.7%	139.8%	-7.8%	Jun '26
Aggregate Bond	97.47	0.1%	-0.7%	-1.7%	-1.8%	-1.4%	2.5%	7.2%	-1.1%	10.8%	-2.3%	-0.7%	16.0%	-2.9%	Feb '26
Corp Bond	106.28	0.02%	-1.2%	-2.9%	-2.7%	-2.7%	1.6%	7.9%	-2.1%	11.8%	-5.6%	-3.3%	22.6%	-3.8%	Feb '26
High Yield Bond	79.21	-0.03%	-0.6%	-0.8%	-1.1%	-0.4%	3.4%	8.6%	0.2%	24.5%	17.7%	16.7%	36.6%	-1.4%	May '26
Preferred	30.19	0.2%	-0.5%	-1.6%	-3.8%	-3.9%	1.4%	4.9%	-0.9%	16.1%	2.3%	0.3%	23.1%	-4.8%	May '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	51.06	1.5%	1.0%	-0.2%	-1.7%	2.6%	13.5%	9.9%	13.1%	28.3%	37.4%	24.4%	59.7%	-4.4%	Feb '26
Consumer Discretionary/Cyclical	108.96	0.2%	-5.6%	-5.3%	-8.2%	-11.3%	-1.6%	7.4%	-8.6%	29.5%	23.6%	7.4%	61.6%	-12.3%	Jan '26
Financial Services	56.14	0.6%	-0.2%	4.5%	9.2%	6.3%	7.0%	14.9%	3.0%	64.7%	68.2%	52.9%	96.7%	-1.1%	Jul '26
Real Estate	100.89	2.2%	0.9%	4.0%	5.9%	12.6%	13.3%	3.3%	15.2%	29.6%	14.4%	3.6%	52.1%	NewNew Peak	Jul '26
Communication Services	106.68	1.2%	-3.6%	0.1%	-7.7%	-8.5%	-0.8%	23.1%	-9.1%	67.5%	34.1%	42.6%	132.6%	-10.9%	Jan '26
Energy	59.74	0.6%	3.6%	11.5%	5.1%	22.3%	39.9%	7.9%	34.5%	52.4%	193.1%	142.2%	67.8%	-4.5%	Mar '26
Industrials	182.24	0.2%	1.6%	1.1%	5.7%	11.3%	20.0%	19.3%	17.8%	72.8%	89.2%	85.5%	126.8%	-1.8%	Jul '26
Technology	175.90	-1.4%	0.2%	-3.9%	9.8%	21.4%	35.1%	24.6%	22.3%	103.1%	136.1%	107.1%	209.7%	-11.3%	Jun '26
Consumer Staples/Defensive	84.05	1.0%	-1.3%	-0.5%	1.0%	1.9%	5.5%	1.5%	8.8%	19.3%	33.4%	21.9%	36.4%	-6.1%	Feb '26
Healthcare	162.39	0.6%	0.8%	5.9%	12.6%	3.5%	21.2%	14.5%	5.3%	25.0%	33.3%	24.8%	41.1%	-1.2%	Jul '26
Utilities	46.15	-0.10%	2.2%	1.3%	-0.1%	9.2%	11.8%	16.0%	8.8%	46.9%	62.1%	48.0%	67.0%	-2.6%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	154.28	-0.04%	-0.5%	0.0%	2.5%	6.3%	18.2%	22.4%	9.0%	63.8%	63.4%	55.7%	111.5%	-3.6%	Jun '26
MSCI Emerging Markets	63.46	-1.8%	0.3%	-5.6%	-0.4%	7.4%	29.6%	34.0%	16.0%	66.0%	35.3%	42.3%	100.4%	-10.9%	Jun '26
FTSE Europe	88.40	0.6%	-0.2%	1.7%	1.6%	2.2%	14.2%	35.8%	6.2%	52.0%	51.8%	47.1%	115.5%	-1.9%	Feb '26
MSCI Japan	91.24	0.2%	0.8%	-1.5%	4.5%	7.9%	23.7%	25.9%	13.0%	58.5%	50.7%	50.6%	105.1%	-5.9%	Jun '26
MSCI India	48.04	0.9%	-1.8%	-3.2%	-3.1%	-6.2%	-11.1%	2.7%	-11.1%	8.7%	16.0%	4.1%	19.6%	-18.2%	Sep '24
MSCI China	53.35	-0.01%	0.7%	3.7%	-7.7%	-15.0%	-8.7%	31.0%	-11.2%	23.3%	-20.4%	-5.7%	44.3%	-19.4%	Oct '25
International Bond	47.81	0.2%	-0.2%	-1.4%	-0.5%	-0.4%	1.2%	2.9%	-0.1%	11.5%	-0.5%	1.3%	17.2%	-2.2%	Feb '26
iShares Latin America	34.73	-0.3%	1.9%	4.7%	-5.7%	-0.7%	39.6%	52.7%	14.1%	42.6%	64.1%	97.5%	77.2%	-8.8%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	678.57	-0.01%	-0.7%	0.4%	3.4%	7.4%	17.4%	17.8%	8.5%	68.6%	79.6%	64.2%	117.5%	-2.8%	Jun '26
US Large Growth	117.51	-0.9%	-1.6%	-1.8%	-1.9%	0.5%	8.3%	19.8%	-0.6%	77.1%	85.5%	69.2%	144.2%	-8.7%	Jun '26
US Large Value	248.18	0.8%	0.1%	3.0%	9.0%	14.0%	26.8%	15.7%	18.4%	60.4%	71.4%	60.2%	94.3%	-0.5%	Jul '26

US MidCap Blend	80.49	0.2%	0.3%	0.5%	4.9%	8.2%	15.8%	17.0%	11.4%	66.7%	78.1%	64.2%	112.3%	-0.6%	Jul '26
US MidCap Growth	292.05	-0.9%	-0.4%	-3.1%	3.1%	3.6%	1.1%	10.7%	4.8%	41.2%	25.1%	19.8%	76.9%	-4.7%	Jun '26
US MidCap Value	204.54	1.0%	0.9%	3.2%	6.2%	11.4%	22.6%	12.1%	15.9%	51.1%	62.7%	49.8%	81.1%	NewNew Peak	Jul '26

US Small Blend	295.36	0.2%	-0.3%	-0.6%	4.2%	7.9%	21.7%	8.9%	14.9%	49.4%	44.1%	38.5%	79.7%	-2.6%	Jun '26
US Small Growth	370.79	-0.9%	-1.6%	-4.7%	3.5%	7.0%	27.1%	12.9%	14.8%	51.7%	27.6%	28.7%	82.8%	-5.9%	Jun '26
US Small Value	221.84	0.6%	-0.2%	1.5%	7.2%	13.7%	35.9%	12.4%	22.8%	57.3%	54.4%	43.3%	80.5%	-1.0%	Jul '26

Foreign Large Blend	103.42	0.5%	0.1%	1.1%	1.6%	3.4%	15.9%	31.6%	7.7%	51.6%	50.6%	47.7%	105.4%	-2.1%	Feb '26
Foreign Growth	119.34	0.2%	-0.6%	-2.0%	0.1%	-0.1%	8.0%	20.7%	4.8%	31.0%	18.2%	15.8%	75.5%	-4.8%	Jun '26
Foreign Value	79.05	0.8%	0.7%	4.4%	3.1%	7.1%	23.7%	42.2%	10.7%	73.8%	87.9%	85.4%	137.8%	-1.1%	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	23.01		-0.09%	0.2%	0.7%	-0.1%	-0.2%	0.8%	3.6%	0.6%	18.2%	28.4%	26.0%	31.8%	-0.4%	May '26
Ultra Short- Janus AAA CLO	50.65		0.03%	0.1%	0.0%	0.4%	1.2%	4.1%	5.2%	1.7%	19.3%	25.9%	25.4%	27.6%	-0.1%	May '26
Bank Loan- Invesco	20.38		0.05%	-0.5%	0.3%	-0.7%	-0.9%	2.3%	6.9%	-0.9%	20.4%	27.2%	25.8%	32.1%	-1.4%	May '26
Interval CEF- Cliffwater	10.28	p	EOD	0.1%	0.5%	1.5%	2.7%	6.8%	8.9%	3.2%	33.8%	58.1%	51.9%	45.0%	NewNew Peak	Jul '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	58.32		-0.2%	-0.1%	0.6%	2.3%	7.3%	17.0%	17.7%	9.5%	75.2%	114.6%	104.3%	125.6%	-2.0%	Jul '26
Int’l Min Volatility- Franklin	42.42		0.5%	1.4%	4.7%	4.5%	12.7%	30.7%	27.1%	15.7%	80.4%	114.3%	106.3%	121.4%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.08	p	EOD	0.9%	-2.4%	3.4%	8.9%	22.6%	3.0%	15.7%	70.0%	122.2%	116.0%	122.0%	-5.4%	Jun '26
Small Value- Avantis	125.39		0.4%	0.0%	1.8%	5.4%	15.9%	33.7%	7.4%	23.3%	59.3%	88.3%	66.8%	91.5%	-0.6%	Jul '26
Mid Value- Pacer Cash Cows	64.89		1.9%	0.0%	4.2%	3.6%	4.9%	15.9%	9.0%	8.2%	36.5%	64.1%	49.5%	61.7%	-0.9%	Jun '26
Growth- S&P Momentum	146.19		-2.4%	1.6%	-4.9%	11.2%	24.3%	28.7%	26.6%	22.9%	162.4%	152.4%	138.7%	193.3%	-9.6%	Jun '26
Invesco S&P Quality	84.58		-0.6%	-0.2%	-2.8%	4.8%	10.5%	17.8%	13.2%	13.1%	69.0%	81.4%	68.3%	121.8%	-6.1%	Jun '26
Rotation Factor- BlackRock	67.08		-0.2%	0.1%	0.9%	4.9%	10.6%	20.8%	20.0%	10.6%	86.5%	99.3%	87.0%	153.3%	-1.6%	Jul '26
US Min Volatility- Fidelity	69.93		0.9%	-0.2%	3.0%	2.5%	4.0%	10.9%	11.8%	5.2%	42.6%	53.1%	43.1%	74.6%	-0.7%	May '26
Derivative Income- JPMorgan	56.74		0.6%	0.3%	1.2%	-0.2%	-0.2%	6.0%	8.1%	1.8%	26.8%	39.2%	31.9%	50.6%	-3.2%	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	17.40	p	EOD	0.4%	1.3%	3.4%	10.0%	10.2%	6.5%	10.1%	31.2%	44.9%	42.5%	42.0%	-0.3%	Jul '26
Multistrategy- AQR	14.85	p	EOD	1.4%	2.0%	2.3%	5.0%	14.8%	16.4%	6.0%	46.1%	77.6%	74.1%	55.6%	-0.5%	Jun '26
Long Short- AQR	20.98	p	EOD	1.4%	2.2%	3.0%	1.6%	15.5%	34.4%	-0.9%	91.7%	180.3%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	15.30	p	EOD	1.7%	1.7%	6.6%	12.8%	26.2%	18.3%	12.9%	76.5%	85.9%	90.9%	91.6%	-0.3%	Jun '26
Multi Strategy- Variant	25.91	p	EOD	0.0%	0.5%	1.3%	3.2%	6.6%	7.2%	3.0%	20.8%	43.0%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	75.03		0.4%	0.4%	1.5%	2.9%	5.1%	13.2%	9.1%	5.8%	45.0%	60.9%	51.9%	68.0%	-0.4%	Jul '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)	319.70	0.6%	-7.8%	-7.4%	-7.2%	-2.4%	66.7%	66.0%	2.2%	165.2%	142.3%	122.3%	230.4%	-20.6%	May '26
Meta (Communications)	600.20	-1.0%	-7.1%	7.6%	-11.1%	-8.8%	-15.8%	13.1%	-9.0%	107.4%	63.6%	78.7%	374.4%	-23.8%	Aug '25
Amazon (Cyclical)	232.18	-0.6%	-6.1%	-0.9%	-12.1%	-2.9%	0.0%	5.2%	0.6%	80.3%	27.0%	36.2%	105.6%	-15.6%	May '26
Tesla (Cyclical)	307.03	-4.0%	-19.4%	-18.2%	-18.4%	-31.6%	0.6%	11.4%	-31.7%	14.1%	43.2%	-23.2%	41.3%	-37.3%	Dec '25
Procter & Gamble (Defensive)	146.75	-0.1%	-2.2%	-3.5%	-1.0%	-1.5%	-5.6%	-12.3%	3.9%	2.7%	18.5%	1.0%	30.0%	-14.9%	Dec '24
PepsiCo (Defensive)	136.77	1.3%	-0.3%	-3.9%	-12.0%	-4.6%	-2.6%	-1.8%	-3.9%	-21.3%	0.9%	-9.6%	-9.5%	-22.8%	May '23
Coca-Cola (Defensive)	82.12	1.2%	0.7%	1.9%	7.2%	13.5%	21.4%	15.6%	18.3%	42.7%	65.9%	57.1%	65.3%	-3.3%	Jul '26
Exxon Mobil (Energy)	156.87	-0.01%	6.5%	14.6%	6.1%	17.8%	46.1%	16.0%	32.1%	64.3%	230.5%	188.4%	80.5%	-7.9%	Mar '26
Chevron (Energy)	195.10	0.3%	4.1%	13.8%	5.3%	18.2%	29.3%	10.1%	29.3%	35.6%	140.1%	94.1%	42.9%	-7.6%	Mar '26
JPMorgan Chase (Financial)	352.32	0.7%	3.3%	5.7%	14.3%	18.9%	20.5%	37.3%	10.4%	137.1%	163.9%	144.3%	269.7%	NewNew Peak	Jul '26
Visa (Financial)	353.96	0.7%	-1.3%	6.5%	14.6%	9.0%	0.8%	11.8%	1.3%	50.4%	47.6%	65.4%	104.4%	-4.4%	Jun '25
Mastercard (Financial)	535.88	1.1%	-1.4%	8.4%	6.3%	2.3%	-4.5%	9.0%	-5.8%	34.5%	40.1%	48.4%	93.1%	-10.1%	Aug '25
Bank of America (Financial)	61.87	1.0%	1.0%	7.2%	18.9%	20.3%	30.0%	28.0%	13.1%	103.2%	84.5%	49.1%	126.7%	NewNew Peak	Jul '26
UnitedHealth (Health)	420.03	-0.8%	-1.4%	3.5%	18.3%	18.8%	53.9%	-33.1%	28.2%	-12.8%	9.2%	-9.8%	-10.3%	-30.4%	Nov '24
Johnson & Johnson (Health)	263.16	1.5%	4.0%	9.2%	15.7%	20.2%	58.2%	47.5%	27.8%	66.9%	75.3%	73.4%	79.3%	-1.5%	Jul '26
Eli Lilly (Health)	1191.85	0.5%	1.1%	6.7%	35.1%	12.4%	49.0%	40.2%	11.3%	165.1%	411.7%	356.8%	278.4%	-3.5%	Jul '26
Union Pacific (Industrials)	307.99	1.2%	2.1%	18.5%	14.6%	34.8%	42.1%	3.9%	33.8%	51.1%	55.8%	37.1%	74.0%	NewNew Peak	Jul '26
Honeywell (Industrials)	241.05	-2.1%	7.1%	-47.0%	13.7%	10.0%	16.4%	-6.4%	24.9%	30.3%	23.7%	36.1%	60.3%	-47.0%	Jun '26
Nvidia (IT)	206.73	-1.0%	1.9%	3.9%	-0.7%	10.2%	19.0%	38.9%	10.9%	363.8%	959.4%	587.7%	1700.0%	-12.3%	May '26
Broadcom (IT)	379.22	-3.4%	2.3%	-0.7%	-10.3%	18.7%	32.1%	50.6%	9.8%	335.4%	760.8%	518.5%	830.8%	-21.3%	Jun '26
Adobe (IT)	225.28	6.2%	-5.0%	14.6%	-8.2%	-25.2%	-39.4%	-21.3%	-35.6%	-57.0%	-64.0%	-60.1%	-21.3%	-64.5%	Feb '24
Oracle (IT)	116.20	-3.2%	-8.1%	-26.2%	-32.9%	-34.2%	-51.8%	18.1%	-40.0%	1.6%	41.3%	40.4%	90.2%	-64.3%	Sep '25
salesforce.com (IT)	163.49	4.2%	-4.3%	7.0%	-8.2%	-28.1%	-38.6%	-20.2%	-38.1%	-26.5%	-33.2%	-35.1%	16.6%	-55.1%	Dec '24
Linde PLC (Materials)	512.07	1.1%	-0.2%	-0.7%	0.3%	13.8%	9.7%	3.2%	20.5%	37.9%	82.8%	60.2%	97.4%	-6.3%	Jul '26
Sherwin-Williams (Materials)	317.33	2.2%	-4.2%	-4.7%	-6.0%	-8.7%	-6.1%	-3.8%	-1.8%	21.3%	15.8%	-2.7%	62.6%	-19.7%	Nov '24
American Tower (Real Estate)	167.38	1.7%	-1.6%	-4.1%	-6.1%	-5.4%	-25.5%	-0.9%	-3.7%	-3.5%	-32.0%	-33.0%	2.5%	-26.8%	Sep '24
Prologis Inc. (Real Estate)	147.37	1.6%	-1.6%	4.6%	3.7%	16.8%	37.7%	25.1%	16.4%	26.8%	32.1%	1.6%	63.7%	-1.8%	Jul '26
NextEra Energy (Utilities)	89.17	-0.7%	0.4%	1.8%	-6.4%	5.9%	26.6%	15.5%	11.8%	28.1%	30.8%	9.2%	35.3%	-8.9%	Apr '26
Duke Energy (Utilities)	130.02	0.6%	4.0%	2.8%	3.0%	12.6%	12.4%	12.7%	12.8%	54.0%	51.0%	49.5%	75.0%	-1.7%	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	15.81	p	EOD	-0.6%	-1.1%	-0.1%	1.0%	5.9%	9.4%	1.8%	21.1%	9.7%	10.2%	32.1%	-1.5%	Jun '26
Moderate-60% Stock	68.05		0.01%	-0.5%	-1.2%	0.7%	3.3%	12.0%	16.4%	5.2%	41.1%	35.7%	32.1%	67.7%	-2.6%	Jun '26
Mod Agg-80% Stock	54.48	p	EOD	-0.4%	-0.2%	2.3%	5.5%	16.2%	19.6%	8.2%	53.0%	48.5%	43.7%	88.8%	-2.4%	Jun '26
Aggressive-90% Stock	33.87	p	EOD	-0.2%	-0.1%	3.5%	8.4%	21.1%	20.9%	11.9%	59.1%	53.2%	47.1%	96.5%	-2.1%	Jul '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	63925.97	-1.7%	0.0%	4.8%	-17.5%	-28.6%	-46.0%	-6.3%	-26.9%	119.1%	90.4%	37.6%	233.7%	-48.8%	Oct '25
Ethereum	1848.24	-1.5%	0.4%	14.1%	-20.2%	-37.4%	-50.2%	-11.0%	-37.7%	-0.1%	-13.0%	-50.9%	42.7%	-61.7%	Aug '25
BNB	557.30	-1.7%	-1.8%	-1.1%	-12.4%	-37.4%	-27.7%	23.1%	-35.4%	133.2%	86.2%	8.8%	105.7%	-57.5%	Oct '25
Solana	73.99	-2.5%	-1.4%	8.8%	-14.2%	-41.9%	-59.5%	-34.2%	-40.6%	216.4%	159.5%	-56.6%	137.4%	-71.7%	Jan '25
Bitcoin ETF	36.29	-1.0%	-0.2%	7.2%	-17.5%	-28.4%	-46.4%	-6.4%	-26.9%	-	-	-	-	-49.1%	Oct '25
Grayscale Bitcoin (hi fee)	49.67	-1.0%	-0.1%	7.0%	-17.7%	-28.9%	-47.0%	-7.6%	-27.3%	186.4%	102.2%	60.4%	390.5%	-49.5%	Oct '25
Bloomberg Commodities	24.42	-0.8%	2.6%	10.7%	-0.2%	14.3%	33.3%	14.9%	25.1%	42.1%	64.5%	58.8%	37.7%	-5.7%	May '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	5.16	-0.2%	1.9%	6.3%	5.0%	6.8%	4.3%	1.1%	6.7%	31.7%	168.2%	156.1%	32.9%	-0.4%	May '26
10yr Treasury rate	4.68	-0.6%	3.0%	6.2%	8.5%	10.3%	6.1%	-9.0%	12.3%	21.3%	263.7%	187.3%	19.9%	-6.2%	Oct '23
5yr Treasury rate	4.42	-0.8%	3.5%	5.9%	12.9%	15.2%	11.4%	-15.0%	18.9%	7.2%	516.2%	224.1%	7.6%	-10.8%	Oct '23
13-week T-bill	3.80	-0.08%	2.4%	2.9%	5.7%	6.0%	-10.6%	-15.7%	7.0%	-27.7%	8337.8%	7064.2%	7.5%	-29.0%	Oct '23
Crude Oil	89.34	-3.1%	8.3%	27.0%	-5.4%	46.3%	35.3%	-19.9%	55.6%	13.5%	24.0%	17.4%	2.4%	-20.9%	Apr '26
Gold	4057.80	0.3%	1.1%	1.7%	-14.1%	-18.5%	20.4%	64.5%	-6.2%	107.0%	125.3%	125.5%	142.9%	-23.7%	Jan '26
USD/EUR	0.88	0.08%	0.7%	-0.2%	3.1%	3.4%	3.4%	-11.4%	3.3%	-2.7%	-	0.0%	-14.6%	-9.9%	Jan '25
USD/JPY	163.85	0.01%	0.9%	1.3%	2.8%	3.4%	11.5%	-0.4%	4.8%	15.8%	-	42.3%	11.7%	NewNew Peak	Jul '26
S&P 500 Volatility Index	18.25	-2.4%	-2.8%	-2.0%	-2.5%	13.4%	18.6%	-13.8%	22.1%	31.2%	6.1%	9.9%	-45.6%	-65.1%	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	50.38		0.03%	-0.2%	-0.4%	-0.2%	0.5%	3.3%	6.1%	0.7%	17.9%	17.8%	18.0%	23.3%	-0.6%	Jun '26
Interm Muni- JPMorgan	49.72		0.2%	-1.0%	-1.7%	-1.3%	-0.8%	4.2%	4.3%	-0.4%	8.8%	3.5%	3.9%	15.4%	-2.2%	Feb '26
Interm Bond- Janus MSB	44.43		0.2%	-0.8%	-1.9%	-2.2%	-1.4%	4.1%	8.8%	-1.1%	12.8%	1.8%	2.5%	19.1%	-3.2%	Feb '26
Interm Bond- Vanguard	75.52		0.13%	-0.8%	-1.6%	-2.1%	-1.6%	2.0%	8.5%	-1.7%	12.1%	-1.8%	0.4%	17.9%	-3.4%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.5%	1.1%	1.9%	6.4%	8.2%	2.7%	29.7%	35.2%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.62		-0.05%	-0.7%	-1.4%	-0.8%	-1.2%	2.3%	8.2%	-0.5%	17.4%	13.0%	13.2%	27.1%	-2.3%	Feb '26
Long Bond- Vanguard	72.25		-0.01%	-1.8%	-4.7%	-3.6%	-4.2%	1.0%	7.2%	-3.0%	7.4%	-16.5%	-14.3%	21.0%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.27	p	EOD	-1.3%	-1.6%	-1.2%	-0.8%	4.6%	3.3%	-0.6%	7.5%	-0.7%	-0.4%	14.4%	-2.2%	Feb '26
Long Muni- iShares	56.54		0.12%	-1.0%	-1.7%	-1.4%	-1.1%	4.9%	3.4%	-0.6%	7.0%	1.1%	1.3%	13.1%	-2.5%	Feb '26

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