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S&P 500

Return

78.2%

[

20.3%

annualized]

Dec 30 2022 - Feb 17 2026

-1.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.4%

[

13.7%

annualized]

Dec 30 2022 - Feb 17 2026

-1.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.3%

[

13.9%

annualized]

Dec 30 2022 - Feb 17 2026

-2.7%

Below
Peak
Jan '26

Performance Range:

As of Feb 17 10:00 PM EDT, next update at 10:10 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	6843.22	0.10%	-1.4%	-1.4%	3.4%	6.1%	11.6%	16.4%	0.0%	67.8%	74.8%	42.7%	91.3%	-1.9%	Jan '26
DJIA (Large Value)	49533.19	0.07%	-1.2%	0.4%	7.5%	10.3%	11.2%	13.0%	3.1%	46.4%	57.3%	35.4%	69.6%	-1.3%	Feb '26
Russell 2000 (Small Cap)	2646.59	0.00%	-0.9%	-1.2%	12.7%	15.3%	15.6%	11.3%	6.6%	36.0%	19.3%	16.5%	56.8%	-2.7%	Jan '26
NASDAQ Comp (Tech/Growth)	22578.38	0.1%	-2.1%	-4.0%	0.6%	4.4%	12.7%	20.4%	-2.9%	91.5%	62.8%	42.6%	116.7%	-5.8%	Oct '25
Aggregate Bond	101.00	0.01%	0.8%	1.3%	1.9%	4.2%	7.9%	7.2%	1.5%	14.9%	1.0%	1.9%	19.0%	New Peak	Feb '26
Corp Bond	111.70	0.10%	0.9%	1.4%	2.4%	4.3%	8.7%	7.9%	1.7%	18.9%	0.3%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.81	-0.05%	0.0%	0.1%	2.3%	3.5%	7.5%	8.6%	0.7%	29.4%	20.9%	17.3%	37.3%	-0.1%	Feb '26
Preferred	31.83	0.4%	0.8%	0.7%	5.4%	4.1%	6.8%	4.9%	3.4%	17.2%	13.1%	4.6%	28.4%	New Peak	Feb '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	52.70	-1.1%	-1.7%	8.3%	23.9%	18.9%	18.1%	9.9%	16.2%	37.4%	57.9%	27.8%	64.1%	-1.7%	Feb '26
Consumer Discretionary/Cyclical	116.04	-0.12%	-1.5%	-5.1%	3.6%	1.3%	3.4%	7.4%	-2.8%	58.1%	41.6%	14.2%	71.7%	-6.8%	Jan '26
Financial Services	52.20	1.1%	-1.0%	-4.1%	2.0%	0.1%	1.4%	14.9%	-4.7%	50.5%	77.6%	41.4%	81.9%	-7.4%	Jan '26
Real Estate	95.49	1.0%	2.3%	3.1%	8.0%	9.4%	7.8%	3.3%	7.9%	20.8%	30.0%	-2.9%	42.4%	New Peak	Feb '26
Communication Services	114.40	-0.2%	-2.0%	-0.7%	2.6%	3.9%	10.5%	23.1%	-2.8%	113.4%	64.1%	52.5%	148.7%	-4.7%	Jan '26
Energy	53.75	-1.1%	-2.2%	12.7%	19.1%	28.6%	21.7%	7.9%	20.2%	40.8%	185.6%	116.5%	50.0%	-2.2%	Feb '26
Industrials	175.08	0.5%	0.1%	4.9%	17.2%	16.8%	28.0%	19.3%	12.9%	77.9%	111.1%	77.7%	117.3%	New Peak	Feb '26
Technology	139.48	-0.06%	-2.4%	-4.2%	0.1%	5.1%	15.9%	24.6%	-3.1%	103.9%	112.9%	64.0%	145.3%	-8.1%	Oct '25
Consumer Staples/Defensive	88.20	-1.5%	-0.2%	7.4%	15.3%	9.3%	12.0%	1.5%	13.5%	29.8%	52.9%	27.2%	42.3%	-1.5%	Feb '26
Healthcare	157.37	-0.2%	0.7%	1.0%	3.6%	16.8%	10.8%	14.5%	1.7%	25.3%	47.1%	20.4%	36.2%	-1.4%	Jan '26
Utilities	46.38	-0.3%	4.0%	6.9%	4.7%	10.4%	19.5%	16.0%	8.6%	48.5%	73.2%	47.7%	66.6%	-0.3%	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	146.00	0.04%	-1.2%	0.7%	7.2%	10.4%	19.6%	22.4%	3.2%	69.8%	66.7%	47.3%	100.2%	-1.2%	Feb '26
MSCI Emerging Markets	60.87	-0.4%	-1.1%	5.2%	14.3%	22.9%	39.5%	34.0%	11.3%	65.3%	19.8%	36.5%	92.2%	-1.1%	Feb '26
FTSE Europe	89.23	0.6%	-0.2%	3.6%	13.6%	14.6%	30.2%	35.8%	6.7%	61.0%	68.0%	47.7%	116.5%	-0.3%	Feb '26
MSCI Japan	91.87	-2.1%	-2.2%	7.5%	18.0%	18.7%	37.1%	25.9%	13.8%	76.2%	46.3%	51.7%	106.5%	-2.2%	Feb '26
MSCI India	53.27	0.7%	-0.5%	0.8%	-2.5%	-0.4%	7.4%	2.7%	-1.4%	33.3%	33.4%	15.4%	32.6%	-9.4%	Sep '24
MSCI China	60.61	0.4%	-2.1%	-3.1%	-1.7%	2.2%	14.8%	31.0%	0.9%	30.6%	-28.5%	7.1%	63.9%	-8.4%	Oct '25
International Bond	48.90	0.2%	0.4%	1.0%	1.2%	2.6%	4.1%	2.9%	1.4%	15.5%	1.9%	2.9%	19.1%	New Peak	Feb '26
iShares Latin America	36.03	-0.6%	-2.9%	10.9%	22.4%	40.7%	55.8%	52.7%	18.3%	72.0%	79.1%	104.9%	83.9%	-2.9%	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	627.99	0.2%	-1.3%	-1.3%	3.7%	6.8%	13.1%	17.8%	0.1%	74.9%	87.7%	51.5%	100.7%	-1.8%	Jan '26
US Large Growth	449.35	0.5%	-1.9%	-4.5%	-2.4%	0.2%	8.4%	18.3%	-5.1%	94.3%	84.0%	49.8%	120.0%	-8.5%	Oct '25
US Large Value	223.20	-0.2%	-0.7%	1.9%	10.9%	13.6%	16.2%	15.7%	6.1%	49.6%	70.5%	43.5%	74.1%	-0.7%	Feb '26

US MidCap Blend	301.86	-0.09%	-0.3%	0.5%	7.2%	6.3%	10.5%	11.6%	4.0%	43.5%	47.2%	26.9%	69.3%	-0.3%	Feb '26
US MidCap Growth	273.67	0.06%	-0.5%	-4.1%	-0.2%	-4.3%	0.4%	10.7%	-2.0%	41.1%	25.0%	12.1%	65.4%	-8.0%	Oct '25
US MidCap Value	192.09	-0.2%	-0.1%	3.7%	12.5%	14.4%	18.1%	12.1%	8.3%	42.7%	68.5%	39.9%	69.2%	-0.2%	Feb '26

US Small Blend	276.04	-0.09%	-0.8%	0.2%	12.8%	12.7%	12.1%	8.9%	7.0%	42.4%	39.6%	28.9%	67.2%	-1.0%	Feb '26
US Small Growth	335.27	0.2%	-1.1%	-4.1%	9.5%	11.8%	13.4%	12.9%	3.8%	43.6%	8.1%	16.4%	65.2%	-5.2%	Jan '26
US Small Value	199.66	-0.2%	-0.4%	2.2%	17.0%	20.7%	20.9%	12.4%	10.2%	38.6%	47.2%	28.6%	62.0%	-0.6%	Feb '26

Foreign Large Blend	104.22	-0.02%	-0.7%	4.7%	14.4%	15.2%	30.8%	31.6%	8.5%	61.7%	60.3%	48.9%	107.0%	-0.7%	Feb '26
Foreign Growth	121.82	-0.05%	-0.7%	2.2%	11.1%	10.2%	18.6%	20.7%	6.9%	41.9%	27.6%	18.2%	79.1%	-0.7%	Feb '26
Foreign Value	78.66	0.04%	-0.7%	7.1%	17.5%	19.9%	43.1%	42.2%	10.2%	82.3%	96.6%	84.5%	136.7%	-0.7%	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	23.07	-0.2%	-0.3%	-1.3%	-0.9%	-0.9%	1.8%	3.6%	-1.0%	22.5%	27.5%	24.0%	29.7%	-1.8%	Jan '26
Ultra Short- Janus AAA CLO	50.72	-0.02%	0.1%	0.3%	1.4%	2.6%	5.1%	5.2%	0.6%	21.3%	25.1%	24.1%	26.3%	New Peak	Feb '26
Bank Loan- Invesco	20.65	0.05%	-0.1%	-1.4%	0.3%	1.8%	5.0%	6.9%	-1.2%	24.5%	27.5%	25.4%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.50	0.10%	0.1%	0.3%	1.6%	3.7%	7.9%	8.9%	0.6%	36.6%	60.6%	48.0%	41.4%	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	54.33	0.1%	-1.2%	-0.2%	6.6%	7.6%	14.7%	17.7%	1.8%	80.8%	122.5%	89.9%	109.7%	-1.5%	Feb '26
Int’l Min Volatility- Franklin	40.54	0.1%	-0.2%	6.7%	14.2%	21.4%	33.0%	27.1%	10.1%	79.4%	128.4%	96.3%	110.8%	-0.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.37	-0.2%	-2.2%	-3.4%	9.3%	6.8%	5.8%	3.0%	4.5%	68.4%	116.4%	95.2%	100.6%	-4.2%	Feb '26
Small Value- Avantis	114.66	-0.2%	-0.5%	5.7%	20.3%	21.0%	18.7%	7.4%	12.4%	46.1%	90.4%	52.2%	74.6%	-0.5%	Feb '26
Mid Value- Pacer Cash Cows	63.85	-0.5%	-1.0%	3.5%	10.9%	14.1%	11.3%	9.0%	6.1%	40.1%	92.8%	46.6%	58.6%	-1.0%	Feb '26
Growth- S&P Momentum	118.86	0.5%	-1.4%	-0.9%	2.9%	1.7%	16.2%	26.6%	-0.4%	122.7%	128.3%	93.5%	137.8%	-4.1%	Oct '25
Invesco S&P Quality	79.67	0.4%	-0.7%	2.8%	10.6%	11.1%	13.5%	13.2%	6.2%	79.7%	94.8%	57.9%	108.1%	-0.7%	Feb '26
Rotation Factor- BlackRock	60.78	0.4%	-1.7%	-0.6%	3.4%	7.2%	14.6%	20.0%	0.0%	97.8%	100.2%	69.0%	128.9%	-1.9%	Feb '26
US Min Volatility- Fidelity	67.71	0.2%	-1.0%	-0.1%	3.9%	6.1%	9.4%	11.8%	1.4%	50.1%	67.5%	38.0%	68.3%	-1.4%	Feb '26
Derivative Income- JPMorgan	59.20	-0.2%	-0.1%	2.0%	7.3%	8.5%	8.4%	8.1%	4.0%	36.9%	60.9%	34.7%	53.8%	-0.2%	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	15.98	-0.6%	-0.4%	1.3%	1.5%	-0.1%	5.7%	6.5%	1.1%	25.6%	32.2%	30.9%	30.4%	-0.6%	Feb '26
Multistrategy- AQR	14.33	0.1%	-0.6%	2.1%	3.5%	8.8%	12.7%	16.4%	2.3%	42.5%	77.4%	68.0%	50.1%	-0.6%	Feb '26
Long Short- AQR	20.78	0.5%	-0.8%	0.8%	3.9%	10.6%	22.5%	34.4%	-1.8%	102.3%	216.0%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	14.48	0.1%	-0.6%	-1.2%	2.9%	7.1%	16.9%	18.3%	-0.7%	60.5%	67.0%	67.9%	68.5%	-2.6%	Feb '26
Multi Strategy- Variant	26.41	0.04%	0.2%	0.6%	1.3%	3.4%	6.5%	7.2%	0.3%	21.9%	47.7%	34.2%	25.8%	New Peak	Feb '26
Long Short- First Trust	70.83	0.03%	-0.7%	-0.8%	1.3%	5.7%	5.5%	9.1%	-0.2%	47.1%	60.4%	43.3%	58.4%	-1.8%	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)	302.02	-1.2%	-2.9%	-8.5%	6.3%	48.6%	65.0%	66.0%	-3.5%	222.5%	189.0%	109.9%	211.9%	-12.1%	Feb '26
Meta (Communications)	639.29	-0.08%	-4.4%	3.1%	7.0%	-16.6%	-10.5%	13.1%	-3.2%	272.4%	139.0%	90.2%	404.9%	-19.0%	Aug '25
Amazon (Cyclical)	201.15	1.2%	-1.4%	-15.9%	-9.6%	-13.1%	-11.3%	5.2%	-12.9%	106.9%	20.9%	18.0%	78.2%	-20.8%	Nov '25
Tesla (Cyclical)	410.63	-1.6%	-4.1%	-6.1%	2.3%	22.5%	16.0%	11.4%	-8.7%	97.1%	56.5%	2.7%	89.0%	-16.2%	Dec '25
Procter & Gamble (Defensive)	159.55	-0.3%	-0.3%	11.2%	9.3%	3.9%	-0.9%	-12.3%	12.1%	23.0%	39.7%	9.0%	40.3%	-8.2%	Dec '24
PepsiCo (Defensive)	161.92	-2.4%	-4.3%	10.7%	9.9%	10.4%	16.9%	-1.8%	12.8%	1.4%	39.6%	6.1%	6.2%	-9.5%	May '23
Coca-Cola (Defensive)	79.56	1.1%	1.2%	12.9%	12.5%	16.8%	18.6%	15.6%	13.8%	44.8%	82.1%	51.2%	59.0%	New Peak	Feb '26
Exxon Mobil (Energy)	146.19	-1.5%	-5.4%	13.3%	23.6%	39.1%	37.3%	16.0%	22.3%	45.5%	240.4%	167.0%	67.1%	-5.4%	Feb '26
Chevron (Energy)	180.55	-1.7%	-2.8%	8.6%	17.5%	18.9%	19.7%	10.1%	18.5%	24.7%	131.8%	77.9%	30.9%	-2.8%	Feb '26
JPMorgan Chase (Financial)	307.13	1.5%	-1.2%	-1.7%	3.0%	6.3%	12.0%	37.3%	-4.3%	131.8%	139.6%	111.9%	220.6%	-8.2%	Jan '26
Visa (Financial)	319.50	1.7%	-3.0%	-2.5%	-0.3%	-6.4%	-9.8%	11.8%	-8.7%	46.2%	58.3%	49.0%	84.1%	-13.9%	Jun '25
Mastercard (Financial)	521.93	0.7%	-2.9%	-3.3%	-0.9%	-10.4%	-7.7%	9.0%	-8.4%	47.1%	58.7%	44.3%	87.7%	-12.6%	Aug '25
Bank of America (Financial)	52.74	0.4%	-2.1%	-0.4%	2.7%	11.2%	16.0%	28.0%	-4.1%	61.4%	74.1%	26.4%	92.2%	-7.9%	Jan '26
UnitedHealth (Health)	289.09	-1.4%	3.6%	-12.7%	-7.2%	-5.1%	-40.8%	-33.1%	-12.4%	-38.8%	-4.5%	-38.4%	-38.7%	-52.4%	Nov '24
Johnson & Johnson (Health)	243.33	-0.05%	1.0%	11.3%	22.4%	40.0%	60.5%	47.5%	17.6%	65.0%	69.2%	59.5%	64.9%	-0.5%	Feb '26
Eli Lilly (Health)	1036.05	-0.4%	2.2%	-0.1%	0.8%	48.9%	21.8%	40.2%	-3.4%	222.6%	441.5%	296.4%	228.3%	-6.5%	Nov '25
Union Pacific (Industrials)	262.80	0.8%	0.0%	14.5%	19.7%	20.9%	7.1%	3.9%	13.6%	39.9%	41.9%	16.4%	47.7%	New Peak	Feb '26
Honeywell (Industrials)	242.65	0.5%	0.0%	10.6%	26.7%	19.7%	26.5%	-6.4%	24.4%	36.3%	40.1%	35.5%	59.7%	-0.3%	Feb '26
Nvidia (IT)	184.97	1.2%	-2.7%	-0.7%	2.0%	1.6%	32.7%	38.9%	-0.8%	765.7%	1150.9%	515.3%	1510.5%	-10.7%	Oct '25
Broadcom (IT)	332.54	2.3%	-3.0%	-5.5%	-2.2%	9.2%	46.8%	50.6%	-3.9%	484.0%	664.9%	441.2%	714.5%	-19.3%	Dec '25
Adobe (IT)	260.45	-1.3%	1.3%	-12.0%	-19.7%	-27.1%	-43.9%	-21.3%	-25.6%	-27.0%	-46.7%	-53.9%	-9.0%	-59.0%	Feb '24
Oracle (IT)	153.97	-3.9%	-2.0%	-19.4%	-30.0%	-37.9%	-13.5%	18.1%	-20.8%	82.9%	165.6%	85.4%	151.2%	-52.9%	Sep '25
salesforce.com (IT)	184.29	-2.9%	-0.4%	-18.9%	-20.9%	-24.2%	-43.6%	-20.2%	-30.4%	12.9%	-24.5%	-27.0%	31.1%	-49.5%	Dec '24
Linde PLC (Materials)	482.22	0.3%	3.1%	9.9%	16.7%	1.5%	4.9%	3.2%	13.1%	56.0%	106.7%	50.4%	85.3%	New Peak	Feb '26
Sherwin-Williams (Materials)	367.94	-0.3%	0.3%	2.8%	13.6%	2.8%	5.2%	-3.8%	13.6%	65.8%	58.8%	12.5%	88.1%	-7.1%	Nov '24
American Tower (Real Estate)	193.09	0.5%	7.0%	5.2%	7.4%	-3.2%	5.4%	-0.9%	10.0%	1.6%	-2.0%	-23.4%	17.1%	-16.4%	Sep '24
Prologis Inc. (Real Estate)	141.77	2.0%	1.4%	6.4%	15.4%	36.7%	21.0%	25.1%	11.1%	24.4%	54.2%	-3.0%	56.2%	New Peak	Feb '26
NextEra Energy (Utilities)	92.71	-1.2%	1.5%	10.9%	10.3%	24.2%	39.6%	15.5%	15.5%	33.0%	30.5%	12.7%	39.8%	-1.2%	Feb '26
Duke Energy (Utilities)	126.71	-1.2%	2.1%	7.2%	3.2%	6.1%	18.3%	12.7%	9.0%	43.2%	71.8%	44.5%	69.1%	-1.2%	Feb '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	16.06	0%	0.2%	1.1%	3.0%	5.1%	9.7%	9.4%	1.8%	24.6%	12.2%	10.3%	32.1%	New Peak	Feb '26
Moderate-60% Stock	66.88	0.04%	-0.4%	1.1%	5.6%	8.3%	15.6%	16.4%	2.9%	45.9%	39.9%	29.2%	64.0%	-0.4%	Feb '26
Mod Agg-80% Stock	52.49	0.02%	-0.8%	1.1%	7.0%	9.8%	18.4%	19.6%	3.5%	57.0%	51.1%	37.4%	80.5%	-0.8%	Feb '26
Aggressive-90% Stock	31.50	0.06%	-1.0%	1.2%	8.3%	11.1%	19.5%	20.9%	4.1%	58.2%	53.3%	36.8%	82.7%	-1.0%	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	67313.94	-2.2%	0.5%	-29.5%	-27.6%	-42.1%	-29.5%	-6.3%	-23.1%	174.0%	30.3%	44.9%	251.4%	-46.0%	Oct '25
Ethereum	1987.80	-0.5%	2.4%	-39.7%	-36.3%	-53.9%	-25.5%	-11.0%	-33.0%	17.3%	2.6%	-47.2%	53.5%	-58.9%	Aug '25
BNB	616.87	-1.5%	1.6%	-34.2%	-33.8%	-27.2%	-4.7%	23.1%	-28.5%	96.8%	214.8%	20.5%	127.7%	-52.9%	Oct '25
Solana	84.67	-2.0%	6.8%	-41.5%	-39.8%	-53.7%	-49.9%	-34.2%	-32.0%	265.5%	842.9%	-50.3%	171.7%	-67.7%	Jan '25
Bitcoin ETF	38.39	-1.5%	0.3%	-29.2%	-27.1%	-41.9%	-28.3%	-6.4%	-22.7%	-	-	-	-	-46.1%	Oct '25
Grayscale Bitcoin (hi fee)	52.81	-1.5%	0.3%	-29.2%	-27.3%	-42.2%	-29.1%	-7.6%	-22.7%	379.2%	10.5%	70.6%	421.5%	-46.3%	Oct '25
Bloomberg Commodities	20.65	-1.5%	-3.1%	1.9%	6.5%	17.1%	11.5%	14.9%	5.7%	23.6%	56.1%	34.2%	16.4%	-7.5%	Jan '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	4.68	-0.3%	-2.7%	-3.2%	-1.3%	-5.2%	-1.7%	1.1%	-3.2%	20.4%	125.6%	132.3%	20.6%	-8.2%	Oct '23
10yr Treasury rate	4.05	-0.10%	-2.9%	-4.2%	-1.7%	-6.7%	-10.8%	-9.0%	-2.7%	5.9%	214.8%	148.9%	3.8%	-18.8%	Oct '23
5yr Treasury rate	3.62	0.3%	-3.2%	-5.4%	-2.0%	-6.1%	-17.6%	-15.0%	-2.7%	-10.3%	560.8%	165.3%	-11.9%	-27.0%	Oct '23
13-week T-bill	3.59	0%	-0.2%	1.0%	-4.7%	-12.9%	-14.7%	-15.7%	1.3%	-23.2%	15521.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	62.30	-0.05%	-3.6%	4.8%	2.6%	-1.8%	-13.3%	-19.9%	8.5%	-18.4%	2.9%	-18.1%	-28.6%	-33.5%	Sep '23
Gold	4922.10	0.8%	-2.9%	7.3%	21.2%	47.7%	67.9%	64.5%	13.8%	167.4%	177.6%	173.5%	194.7%	-7.5%	Jan '26
EUR/USD	1.18	-0.01%	-0.3%	2.1%	2.2%	1.5%	13.0%	12.9%	0.9%	11.1%	-1.7%	4.2%	22.0%	-1.4%	Jan '26
USD/JPY	153.51	-0.06%	-0.6%	-3.2%	-1.1%	3.8%	1.4%	-0.4%	-1.9%	14.5%	45.0%	33.3%	4.6%	-5.0%	Jul '24
S&P 500 Volatility Index	20.29	-1.5%	15.0%	27.9%	-17.8%	35.4%	32.2%	-13.8%	35.7%	1.3%	-9.8%	22.2%	-39.6%	-61.2%	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	50.99	0%	0.2%	0.7%	1.4%	2.8%	5.7%	6.1%	0.7%	20.2%	18.7%	18.1%	23.3%	New Peak	Feb '26
Interm Muni- JPMorgan	51.09	0.08%	0.3%	0.9%	1.7%	5.2%	5.3%	4.3%	1.4%	13.4%	6.8%	5.8%	17.5%	New Peak	Feb '26
Interm Bond- Janus MSB	46.23	-0.11%	0.7%	1.2%	2.7%	5.7%	9.6%	8.8%	1.6%	16.7%	4.7%	5.3%	22.4%	-0.1%	Feb '26
Interm Bond- Vanguard	78.61	0.01%	0.8%	1.4%	1.7%	4.0%	9.1%	8.5%	1.3%	17.2%	1.8%	3.4%	21.5%	New Peak	Feb '26
Multisector Bond- Intrepid	9.00	0%	0.1%	-0.3%	1.7%	3.2%	6.9%	8.2%	0.4%	30.7%	36.4%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.32	0.10%	0.3%	1.1%	2.4%	3.8%	8.1%	8.2%	1.7%	20.8%	15.9%	15.7%	29.9%	New Peak	Feb '26
Long Bond- Vanguard	77.44	0.2%	1.3%	1.7%	2.9%	5.3%	8.6%	7.2%	2.6%	16.6%	-8.1%	-9.3%	28.0%	-0.5%	Oct '25
Long CA Muni- PIMCO	9.53	0.11%	0.3%	0.7%	1.2%	5.5%	4.1%	3.3%	1.2%	12.7%	2.8%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.18	0.03%	0.3%	0.8%	1.9%	6.0%	5.5%	3.4%	1.5%	12.3%	4.3%	3.5%	15.5%	New Peak	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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