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S&P 500

Return

63.9%

[

19.5%

annualized]

Dec 29 2023 - Oct 06 2026

DJIA (Large Value)

Return

36.7%

[

11.9%

annualized]

Dec 29 2023 - Oct 06 2026

Russell 2000 (Small Cap)

Return

39.6%

[

12.8%

annualized]

Dec 29 2023 - Oct 06 2026

Performance Range:

As of Oct 06 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	7818.93	0.6%	1.9%	1.3%	3.7%	18.3%	16.0%	16.4%	14.2%	81.5%	79.2%	27.3%	56.9%	NewNew Peak	Oct '26
DJIA (Large Value)	51521.28	0.5%	0.3%	-3.5%	-2.9%	10.4%	10.3%	13.0%	7.2%	54.2%	49.7%	15.4%	36.9%	-5.2%	Aug '26
Russell 2000 (Small Cap)	2830.30	-0.6%	0.8%	-4.9%	-6.0%	11.4%	13.8%	11.3%	14.0%	62.1%	27.8%	24.0%	60.7%	-7.8%	Aug '26
NASDAQ Comp (Tech/Growth)	27599.79	0.4%	3.0%	4.1%	5.7%	25.5%	20.3%	20.4%	18.7%	105.5%	90.3%	37.6%	80.8%	NewNew Peak	Oct '26
Aggregate Bond	94.36	0.2%	0.1%	-2.4%	-3.4%	-2.8%	-1.7%	7.2%	-2.6%	14.1%	-3.0%	3.5%	2.5%	-4.4%	Feb '26
Corp Bond	102.14	0.3%	0.2%	-2.7%	-4.8%	-4.0%	-3.8%	7.9%	-4.0%	16.9%	-6.0%	2.5%	3.9%	-5.6%	Feb '26
High Yield Bond	77.27	0.4%	0.3%	-2.0%	-1.8%	-0.1%	1.4%	8.6%	0.2%	26.9%	17.8%	6.8%	11.4%	-2.4%	Aug '26
Preferred	29.52	0.10%	0.6%	-2.2%	-2.5%	-0.4%	-2.1%	4.9%	-0.8%	22.6%	3.1%	2.5%	10.9%	-4.7%	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	49.73	0.5%	1.3%	-4.7%	-3.9%	-0.1%	12.8%	9.9%	11.1%	35.0%	36.3%	14.2%	37.7%	-6.9%	Aug '26
Consumer Discretionary/Cyclical	111.72	1.2%	2.4%	-2.6%	-5.1%	2.9%	-6.1%	7.4%	-5.9%	42.6%	28.9%	0.2%	28.2%	-9.7%	Jan '26
Financial Services	54.01	0.2%	0.0%	-6.7%	-3.5%	9.0%	2.2%	14.9%	-0.2%	71.2%	52.4%	6.2%	25.7%	-7.4%	Sep '26
Real Estate	89.93	0.9%	-0.7%	-5.5%	-6.7%	1.3%	3.1%	3.3%	4.5%	36.2%	5.5%	4.4%	19.3%	-10.1%	Jul '26
Communication Services	111.65	0.04%	0.2%	0.0%	1.6%	0.5%	-3.0%	23.1%	-4.3%	72.7%	45.3%	8.7%	32.0%	-6.2%	Jan '26
Energy	63.75	0.5%	3.6%	0.1%	20.7%	8.2%	46.7%	7.9%	45.4%	63.4%	178.8%	46.0%	74.4%	-2.7%	Sep '26
Industrials	171.58	0.9%	1.4%	-1.8%	-7.3%	4.8%	11.9%	19.3%	11.5%	77.5%	84.5%	26.3%	50.1%	-7.8%	Aug '26
Technology	202.00	0.5%	3.9%	8.0%	10.2%	48.0%	41.2%	24.6%	40.8%	144.7%	177.3%	68.4%	126.6%	NewNew Peak	Oct '26
Consumer Staples/Defensive	81.80	0.9%	-0.1%	-2.6%	-2.1%	0.3%	8.5%	1.5%	7.3%	33.1%	33.7%	5.0%	11.6%	-7.4%	Feb '26
Healthcare	167.09	-0.2%	-2.1%	-2.2%	3.6%	15.2%	17.9%	14.5%	9.3%	35.1%	43.9%	17.6%	28.9%	-4.5%	Aug '26
Utilities	41.16	3.0%	3.7%	-3.8%	-8.5%	-9.6%	-5.7%	16.0%	-1.6%	57.2%	45.7%	7.7%	17.4%	-12.0%	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	161.84	0.5%	1.5%	0.0%	2.4%	16.2%	17.3%	22.4%	15.1%	83.9%	75.8%	33.5%	59.8%	-0.4%	Aug '26
MSCI Emerging Markets	68.27	-0.7%	1.3%	-0.6%	1.0%	20.1%	27.8%	34.0%	25.4%	93.9%	54.7%	57.5%	82.4%	-4.1%	Jun '26
FTSE Europe	86.58	0.3%	-1.4%	-5.4%	-3.5%	5.0%	10.0%	35.8%	5.7%	64.8%	55.4%	30.6%	44.7%	-6.9%	Aug '26
MSCI Japan	99.32	0.02%	2.9%	1.1%	4.3%	16.7%	24.5%	25.9%	23.7%	82.6%	65.2%	50.1%	69.5%	NewNew Peak	Oct '26
MSCI India	46.73	0.3%	-0.4%	-6.4%	-6.3%	-1.1%	-11.4%	2.7%	-13.5%	5.6%	2.5%	-6.1%	-4.9%	-16.3%	Jun '25
MSCI China	52.22	-0.11%	0.2%	-4.9%	0.4%	-5.9%	-20.2%	31.0%	-12.5%	30.7%	-11.0%	0.0%	18.8%	-20.6%	Oct '25
International Bond	46.85	0.13%	0.2%	-1.0%	-2.1%	-0.7%	-0.6%	2.9%	-1.0%	13.1%	0.1%	1.8%	1.4%	-3.0%	Feb '26
iShares Latin America	38.05	0.5%	11.1%	5.5%	11.5%	7.9%	40.0%	52.7%	26.6%	82.2%	107.1%	68.5%	89.2%	NewNew Peak	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	716.20	0.5%	2.0%	1.4%	4.0%	18.9%	17.3%	17.8%	15.2%	88.6%	92.1%	29.7%	59.6%	NewNew Peak	Oct '26
US Large Growth	129.19	0.7%	3.1%	4.8%	5.1%	19.9%	10.0%	19.8%	9.5%	99.8%	108.7%	26.4%	63.6%	NewNew Peak	Oct '26
US Large Value	251.74	0.6%	1.1%	-1.9%	2.2%	17.0%	24.6%	15.7%	21.0%	77.5%	73.7%	32.0%	54.6%	-2.6%	Sep '26

US MidCap Blend	80.98	0.9%	2.5%	-1.6%	0.1%	11.5%	12.1%	17.0%	12.4%	82.5%	77.4%	25.1%	49.3%	-4.1%	Aug '26
US MidCap Growth	304.03	1.3%	3.2%	1.4%	-0.1%	15.9%	3.1%	10.7%	9.4%	59.8%	32.1%	12.6%	41.9%	-3.1%	Aug '26
US MidCap Value	200.78	0.6%	1.9%	-3.1%	0.9%	9.0%	17.1%	12.1%	14.9%	66.3%	57.8%	24.8%	45.9%	-4.4%	Aug '26

US Small Blend	291.07	0.04%	1.7%	-2.7%	-3.2%	10.3%	14.2%	8.9%	13.9%	63.7%	42.2%	20.0%	53.2%	-5.6%	Aug '26
US Small Growth	360.53	-0.9%	0.9%	-4.4%	-7.4%	13.0%	10.5%	12.9%	11.9%	66.7%	27.1%	22.6%	62.0%	-8.8%	Aug '26
US Small Value	212.37	-0.4%	0.6%	-5.1%	-3.8%	10.9%	20.0%	12.4%	18.4%	69.5%	43.9%	30.6%	65.2%	-6.2%	Aug '26

Foreign Large Blend	104.22	0.2%	-0.3%	-3.8%	-1.2%	7.5%	13.1%	31.6%	10.2%	67.2%	57.8%	34.3%	50.3%	-4.2%	Aug '26
Foreign Growth	121.13	0.12%	0.5%	-2.7%	-3.2%	7.6%	5.7%	20.7%	7.2%	48.3%	25.6%	19.9%	39.5%	-4.7%	Aug '26
Foreign Value	78.95	0.5%	-0.9%	-4.8%	0.6%	7.5%	21.0%	42.2%	13.5%	86.8%	94.8%	49.2%	61.6%	-5.0%	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	22.80		-0.02%	-0.3%	-0.6%	1.5%	3.2%	3.1%	3.6%	2.7%	20.1%	29.6%	5.6%	9.4%	-0.7%	Sep '26
Ultra Short- Janus AAA CLO	50.50		0.02%	0.0%	0.2%	1.2%	2.5%	4.8%	5.2%	3.4%	19.4%	27.7%	8.0%	8.5%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.52		0.1%	0.3%	0.1%	2.3%	3.4%	4.4%	6.9%	2.4%	22.6%	30.8%	8.8%	12.7%	-0.2%	Sep '26
Interval CEF- Cliffwater	10.41	p	EOD	0.1%	0.5%	1.6%	3.4%	6.6%	8.9%	4.5%	32.0%	57.1%	12.1%	11.9%	NewNew Peak	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	59.99		0.2%	1.2%	-0.5%	1.6%	15.5%	15.8%	17.7%	13.2%	89.2%	119.4%	27.5%	57.3%	-1.3%	Aug '26
Int’l Min Volatility- Franklin	41.73		0.02%	-0.3%	-2.5%	2.4%	4.3%	24.8%	27.1%	16.5%	83.9%	117.7%	41.8%	55.7%	-2.6%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.68	p	EOD	1.4%	-4.5%	-11.0%	3.8%	5.8%	3.0%	5.8%	66.5%	112.3%	8.1%	37.7%	-13.4%	Jun '26
Small Value- Avantis	120.47		-0.2%	1.4%	-4.8%	-2.4%	8.2%	21.4%	7.4%	19.3%	67.2%	70.6%	26.9%	63.9%	-6.1%	Aug '26
Mid Value- Pacer Cash Cows	67.92		0.4%	1.5%	-4.7%	7.2%	9.4%	19.8%	9.0%	14.1%	48.8%	70.2%	19.6%	47.4%	-6.0%	Sep '26
Growth- S&P Momentum	152.99		-0.11%	1.2%	2.3%	0.2%	32.7%	28.1%	26.6%	29.0%	169.9%	165.7%	50.5%	87.3%	-5.2%	Jun '26
Invesco S&P Quality	85.60		0.07%	1.2%	0.5%	-3.1%	12.5%	16.9%	13.2%	15.0%	76.4%	86.4%	22.5%	46.9%	-4.8%	Jun '26
Rotation Factor- BlackRock	70.68		0.4%	1.9%	1.1%	4.5%	20.1%	19.9%	20.0%	17.0%	106.3%	113.3%	33.9%	64.7%	NewNew Peak	Oct '26
US Min Volatility- Fidelity	72.17		0.7%	2.0%	0.1%	3.3%	10.9%	10.9%	11.8%	9.4%	54.0%	61.0%	17.0%	35.5%	-1.7%	Aug '26
Derivative Income- JPMorgan	56.54		0.4%	0.7%	-0.6%	1.5%	3.9%	7.5%	8.1%	4.9%	35.3%	45.2%	8.6%	25.2%	-1.6%	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	18.21	p	EOD	-0.6%	2.1%	5.1%	10.7%	14.1%	6.5%	15.2%	34.7%	49.5%	20.8%	26.2%	-0.9%	Sep '26
Multistrategy- AQR	15.56	p	EOD	0.5%	1.1%	6.9%	6.6%	14.7%	16.4%	11.1%	48.6%	85.8%	22.4%	27.6%	-0.1%	Sep '26
Long Short- AQR	22.59	p	EOD	0.5%	0.9%	10.1%	8.8%	15.9%	34.4%	6.8%	93.5%	199.1%	33.3%	38.7%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.20	p	EOD	1.2%	3.8%	8.0%	14.1%	26.3%	18.3%	19.6%	81.8%	103.0%	40.1%	33.7%	-0.2%	Oct '26
Multi Strategy- Variant	25.70	p	EOD	0.2%	0.7%	1.8%	3.1%	6.3%	7.2%	4.5%	20.4%	42.6%	11.0%	10.1%	NewNew Peak	Oct '26
Long Short- First Trust	77.78		0.03%	1.4%	1.5%	5.2%	10.8%	12.0%	9.1%	10.2%	51.1%	69.3%	16.4%	31.5%	NewNew Peak	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)	347.68	0.3%	2.0%	2.7%	-5.1%	16.0%	39.2%	66.0%	11.3%	155.1%	155.1%	88.8%	141.4%	-13.5%	May '26
Meta (Communications)	738.88	-0.4%	0.0%	19.9%	23.2%	29.2%	3.6%	13.1%	12.2%	136.5%	123.6%	5.6%	45.5%	-6.1%	Aug '25
Amazon (Cyclical)	256.29	1.9%	3.9%	-0.9%	5.0%	20.4%	16.0%	5.2%	11.0%	100.3%	57.1%	13.1%	50.2%	-9.8%	Aug '26
Tesla (Cyclical)	380.68	0.5%	7.9%	7.5%	-9.3%	7.9%	-16.0%	11.4%	-15.4%	46.1%	45.9%	5.6%	71.6%	-22.3%	Dec '25
Procter & Gamble (Defensive)	148.41	1.7%	0.1%	1.3%	0.1%	5.5%	1.6%	-12.3%	5.9%	11.5%	19.5%	-7.0%	-2.3%	-12.2%	Mar '25
PepsiCo (Defensive)	125.71	0.05%	-2.3%	-8.7%	-11.3%	-18.1%	-6.4%	-1.8%	-9.7%	-12.6%	-4.6%	-7.6%	-4.8%	-24.0%	Feb '26
Coca-Cola (Defensive)	86.17	-0.4%	-0.8%	-1.6%	4.5%	13.0%	33.8%	15.6%	25.7%	76.8%	85.7%	29.1%	31.2%	-5.8%	Aug '26
Exxon Mobil (Energy)	164.48	0.3%	1.9%	3.1%	21.3%	2.0%	48.2%	16.0%	39.4%	69.4%	224.0%	56.3%	71.1%	-2.9%	Sep '26
Chevron (Energy)	207.58	0.5%	1.6%	-0.5%	24.6%	6.3%	40.1%	10.1%	40.0%	45.1%	141.7%	40.4%	61.3%	-4.7%	Sep '26
JPMorgan Chase (Financial)	331.28	-0.3%	-1.1%	-7.6%	-1.9%	12.6%	8.7%	37.3%	4.3%	142.1%	120.8%	22.2%	56.4%	-9.3%	Aug '26
Visa (Financial)	370.64	0.3%	1.3%	-1.2%	3.9%	22.7%	7.0%	11.8%	6.3%	61.3%	69.9%	5.5%	21.6%	-3.5%	Aug '26
Mastercard (Financial)	566.58	0.4%	0.5%	-2.2%	6.5%	13.4%	-1.5%	9.0%	-0.3%	44.7%	67.4%	0.6%	19.1%	-5.5%	Aug '26
Bank of America (Financial)	54.09	0.2%	-1.6%	-13.7%	-9.2%	9.2%	9.6%	28.0%	-0.1%	122.9%	38.2%	22.2%	59.5%	-16.1%	Aug '26
UnitedHealth (Health)	376.32	-0.6%	0.4%	-4.7%	-9.4%	35.3%	7.7%	-33.1%	16.3%	-23.6%	4.5%	-23.1%	-29.2%	-34.7%	Apr '25
Johnson & Johnson (Health)	254.78	0.7%	-4.8%	-7.4%	-1.3%	6.9%	38.5%	47.5%	25.1%	76.0%	83.2%	67.6%	76.5%	-8.5%	Sep '26
Eli Lilly (Health)	1157.49	1.3%	-2.3%	0.7%	-3.4%	25.3%	37.8%	40.2%	8.2%	109.0%	431.6%	34.9%	61.1%	-9.6%	Aug '26
Union Pacific (Industrials)	276.61	-0.2%	0.9%	-4.5%	-1.7%	13.8%	19.0%	3.9%	21.4%	46.0%	45.7%	16.4%	37.3%	-10.5%	Aug '26
Honeywell (Industrials)	212.87	-0.6%	1.3%	1.6%	-7.6%	-10.3%	5.1%	-6.4%	5.4%	24.1%	10.1%	5.8%	21.3%	-17.5%	Mar '26
Nvidia (IT)	239.24	0.1%	5.3%	4.0%	22.5%	35.0%	29.3%	38.9%	28.6%	424.4%	1060.8%	72.3%	149.1%	NewNew Peak	Oct '26
Broadcom (IT)	375.81	3.7%	5.8%	5.2%	0.7%	19.9%	12.9%	50.6%	9.2%	359.3%	739.9%	66.7%	143.6%	-21.7%	Jun '26
Adobe (IT)	238.12	-0.3%	2.1%	-10.7%	9.2%	-2.6%	-32.0%	-21.3%	-32.0%	-54.8%	-58.2%	-47.9%	-30.0%	-48.7%	Feb '25
Oracle (IT)	144.77	1.6%	5.1%	-8.8%	1.1%	0.2%	-49.8%	18.1%	-25.0%	36.4%	69.5%	-18.9%	18.3%	-55.4%	Sep '25
salesforce.com (IT)	224.99	-2.1%	-0.1%	-13.1%	36.1%	22.4%	-7.7%	-20.2%	-14.5%	10.6%	-16.7%	-29.7%	-6.5%	-36.7%	Jan '25
Linde PLC (Materials)	489.95	1.6%	3.5%	2.6%	-9.1%	-1.3%	6.0%	3.2%	16.0%	36.3%	77.1%	8.5%	20.9%	-10.1%	Jul '26
Sherwin-Williams (Materials)	321.16	0.8%	-2.8%	-3.8%	-7.8%	2.0%	-3.8%	-3.8%	-0.2%	29.4%	14.4%	-7.3%	3.9%	-13.6%	Sep '25
American Tower (Real Estate)	164.78	1.6%	-0.5%	-5.3%	2.7%	-3.6%	-7.6%	-0.9%	-3.3%	16.0%	-27.7%	-6.8%	-14.1%	-25.5%	Jul '25
Prologis Inc. (Real Estate)	128.68	0.5%	-3.0%	-5.6%	-7.5%	-1.3%	13.3%	25.1%	3.2%	30.1%	16.7%	12.1%	50.6%	-13.6%	Jul '26
NextEra Energy (Utilities)	77.88	2.1%	2.6%	-6.7%	-10.3%	-14.8%	-2.4%	15.5%	-0.9%	69.5%	9.7%	18.8%	27.0%	-19.2%	Apr '26
Duke Energy (Utilities)	115.66	1.6%	1.3%	-3.8%	-7.4%	-10.4%	-3.7%	12.7%	1.3%	49.0%	37.7%	9.0%	5.1%	-11.8%	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	15.57	p	EOD	0.2%	-1.8%	-2.1%	1.1%	2.1%	9.4%	1.1%	25.6%	10.2%	8.9%	11.7%	-2.3%	Aug '26
Moderate-60% Stock	69.01		0.3%	0.9%	-1.1%	0.1%	8.2%	9.8%	16.4%	8.0%	52.8%	41.0%	21.5%	34.5%	-1.5%	Aug '26
Mod Agg-80% Stock	55.98	p	EOD	0.8%	-1.0%	0.6%	11.4%	13.1%	19.6%	11.2%	66.7%	55.0%	27.4%	46.1%	-1.5%	Aug '26
Aggressive-90% Stock	34.96	p	EOD	0.9%	-0.5%	1.0%	15.1%	18.0%	20.9%	15.5%	75.0%	59.6%	32.9%	56.7%	-0.9%	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	85482.84	-0.4%	2.2%	7.3%	33.6%	24.1%	-31.5%	-6.3%	-2.3%	205.9%	54.4%	-11.5%	12.1%	-31.5%	Oct '25
Ethereum	2694.47	-0.6%	0.7%	9.7%	49.9%	27.8%	-42.5%	-11.0%	-9.2%	63.7%	-24.7%	-0.8%	83.0%	-44.2%	Aug '25
BNB	779.14	-1.0%	2.8%	8.0%	33.1%	29.8%	-36.3%	23.1%	-9.7%	264.8%	78.9%	19.2%	40.8%	-40.5%	Oct '25
Solana	120.70	-0.04%	1.4%	18.4%	47.3%	50.6%	-48.1%	-34.2%	-3.0%	415.3%	-21.7%	-28.6%	14.4%	-53.9%	Jan '25
Bitcoin ETF	48.49	-0.1%	2.5%	7.2%	34.2%	22.7%	-32.0%	-6.4%	-2.3%	-	-	-11.3%	11.2%	-32.0%	Oct '25
Grayscale Bitcoin (hi fee)	66.14	-0.1%	2.4%	7.1%	33.9%	21.9%	-32.8%	-7.6%	-3.2%	253.2%	71.1%	-13.1%	9.1%	-32.8%	Oct '25
Bloomberg Commodities	26.16	1.0%	1.4%	0.9%	15.1%	5.8%	39.3%	14.9%	33.9%	58.0%	66.2%	40.5%	55.5%	-2.4%	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	5.64	-0.4%	0.8%	7.5%	13.0%	15.3%	18.6%	1.1%	16.5%	14.2%	171.7%	18.4%	19.6%	-0.4%	Oct '26
10yr Treasury rate	5.27	-0.8%	0.3%	10.1%	17.6%	21.5%	26.6%	-9.0%	26.6%	10.1%	245.7%	16.2%	23.6%	-0.8%	Oct '26
5yr Treasury rate	5.03	-0.8%	-0.7%	10.5%	19.4%	26.3%	34.3%	-15.0%	35.1%	5.9%	410.5%	15.1%	28.5%	-1.2%	Sep '26
13-week T-bill	4.04	0.5%	-0.7%	7.5%	9.4%	11.4%	4.6%	-15.7%	13.8%	-24.5%	9992.5%	-4.3%	-3.4%	-5.8%	May '25
Crude Oil	89.91	0.5%	0.6%	-1.7%	31.2%	-20.0%	45.7%	-19.9%	56.6%	8.6%	16.1%	24.4%	50.9%	-20.4%	Apr '26
Gold	4192.70	0.9%	0.3%	-6.3%	0.6%	-10.5%	5.4%	64.4%	-3.4%	127.2%	138.0%	42.8%	40.2%	-21.2%	Jan '26
USD/EUR	0.89	-0.4%	0.7%	3.2%	1.6%	2.5%	4.0%	-11.4%	4.3%	-	2.6%	-7.2%	-2.5%	-9.0%	Jan '25
USD/JPY	158.13	0.11%	0.5%	1.2%	-2.4%	-1.0%	5.2%	-0.4%	1.1%	-	41.9%	4.1%	8.4%	-3.5%	Jul '26
S&P 500 Volatility Index	15.01	-3.3%	-6.4%	3.3%	-3.6%	-37.9%	-8.3%	-13.8%	0.4%	-14.0%	-28.5%	-1.7%	-71.3%	-71.3%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.03		0.12%	0.3%	-0.5%	-0.1%	1.1%	2.6%	6.1%	1.4%	18.4%	18.6%	6.8%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	47.62		-0.04%	1.0%	-2.4%	-4.9%	-3.1%	-1.9%	4.3%	-3.1%	10.6%	1.8%	0.5%	2.9%	-4.9%	Jul '26
Interm Bond- Janus MSB	42.26		0.2%	0.0%	-3.8%	-4.8%	-4.2%	-2.2%	8.8%	-3.8%	16.1%	-1.0%	3.6%	2.5%	-5.9%	Feb '26
Interm Bond- Vanguard	72.76		0.2%	0.1%	-2.5%	-3.7%	-3.3%	-2.5%	8.5%	-3.5%	15.0%	-2.5%	3.8%	2.3%	-5.2%	Feb '26
Multisector Bond- Intrepid	8.73	p	EOD	0.0%	-0.9%	-0.5%	1.7%	3.3%	8.2%	2.2%	27.9%	32.5%	8.8%	11.6%	-1.0%	Aug '26
Int’l Bond- JPMorgan	46.75		0.4%	0.4%	-1.6%	-2.4%	0.1%	0.2%	8.2%	-0.9%	18.8%	12.8%	5.4%	6.0%	-2.7%	Feb '26
Long Bond- Vanguard	68.39		0.4%	0.0%	-4.0%	-7.1%	-6.0%	-6.5%	7.2%	-6.0%	15.6%	-17.3%	-0.4%	3.0%	-8.7%	Oct '25
Long CA Muni- PIMCO	8.85	p	EOD	1.1%	-3.6%	-5.9%	-4.1%	-2.1%	4.4%	-3.5%	12.9%	1.5%	0.1%	2.9%	-5.9%	Jul '26
Long Muni- iShares	54.12		-0.04%	1.1%	-2.6%	-5.3%	-3.5%	-2.2%	3.4%	-3.7%	9.0%	-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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