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S&P 500

Return

69.4%

[

17.6%

annualized]

Dec 30 2022 - Mar 31 2026

-6.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

39.5%

[

10.8%

annualized]

Dec 30 2022 - Mar 31 2026

-7.9%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

40.9%

[

11.1%

annualized]

Dec 30 2022 - Mar 31 2026

-8.7%

Below
Peak
Jan '26

Performance Range:

As of Mar 31 02:20 PM EDT, next update at 02:30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6503.06	2.5%	-0.8%	-5.5%	-5.0%	-2.8%	15.9%	16.4%	-5.0%	58.3%	64.3%	35.6%	81.8%	-6.8%	Jan '26
DJIA (Large Value)	46225.19	2.2%	0.2%	-5.6%	-3.8%	-0.4%	10.1%	13.0%	-3.8%	38.9%	39.8%	26.3%	58.2%	-7.9%	Feb '26
Russell 2000 (Small Cap)	2480.98	2.8%	-1.0%	-5.8%	0.0%	1.8%	23.3%	11.3%	0.0%	37.6%	13.0%	9.2%	47.0%	-8.7%	Jan '26
NASDAQ Comp (Tech/Growth)	21504.31	3.4%	-1.2%	-5.1%	-7.5%	-5.1%	24.3%	20.4%	-7.5%	75.9%	64.8%	35.8%	106.4%	-10.2%	Oct '25
Aggregate Bond	99.35	0.3%	0.6%	-1.7%	0.1%	1.1%	4.4%	7.2%	0.1%	11.3%	1.6%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.97	0.6%	0.6%	-2.1%	-0.4%	-0.1%	4.9%	7.9%	-0.4%	13.3%	1.3%	-1.6%	24.7%	-2.1%	Feb '26
High Yield Bond	79.50	0.9%	0.4%	-1.0%	-0.4%	0.8%	6.8%	8.6%	-0.4%	25.5%	20.1%	16.0%	35.7%	-1.4%	Feb '26
Preferred	30.36	0.8%	-0.2%	-3.2%	-1.3%	-1.5%	4.8%	4.9%	-1.3%	17.2%	6.2%	-0.1%	22.7%	-4.5%	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	49.83	1.5%	2.8%	-6.3%	10.4%	12.3%	18.2%	9.9%	10.4%	31.0%	39.0%	21.4%	55.8%	-6.7%	Feb '26
Consumer Discretionary/Cyclical	108.86	3.0%	-0.8%	-6.7%	-8.7%	-8.8%	11.1%	7.4%	-8.7%	49.2%	35.9%	7.3%	61.4%	-12.4%	Jan '26
Financial Services	49.31	2.0%	0.1%	-3.6%	-9.5%	-7.7%	0.5%	14.9%	-9.5%	60.9%	56.7%	34.3%	72.7%	-12.1%	Jan '26
Real Estate	88.55	1.4%	0.7%	-6.5%	1.1%	-1.2%	1.7%	3.3%	1.1%	20.4%	15.9%	-9.0%	33.5%	-6.7%	Mar '26
Communication Services	110.83	2.7%	-0.3%	-5.8%	-5.5%	-5.8%	16.3%	23.1%	-5.5%	97.5%	59.6%	48.2%	141.7%	-7.4%	Jan '26
Energy	60.66	-2.1%	-0.3%	9.2%	36.6%	37.8%	34.0%	7.9%	36.6%	61.5%	195.1%	146.0%	70.4%	-3.0%	Mar '26
Industrials	161.04	2.8%	-1.8%	-8.8%	4.1%	5.1%	24.5%	19.3%	4.1%	66.4%	75.9%	63.9%	100.4%	-9.7%	Mar '26
Technology	132.15	3.6%	-2.9%	-4.6%	-8.1%	-6.0%	28.7%	24.6%	-8.1%	78.7%	110.0%	55.6%	132.7%	-12.9%	Oct '25
Consumer Staples/Defensive	81.56	-0.4%	0.6%	-8.9%	5.6%	5.5%	2.6%	1.5%	5.6%	18.4%	35.7%	18.3%	32.4%	-8.9%	Feb '26
Healthcare	146.15	1.6%	0.9%	-8.4%	-5.2%	5.9%	1.9%	14.5%	-5.2%	18.7%	35.9%	12.3%	27.0%	-8.4%	Feb '26
Utilities	45.56	-0.8%	1.1%	-3.9%	7.5%	6.0%	18.8%	16.0%	7.5%	47.5%	66.7%	46.2%	64.9%	-3.9%	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	137.73	2.6%	-0.2%	-6.5%	-2.7%	0.5%	20.3%	22.4%	-2.7%	59.4%	58.4%	39.0%	88.9%	-7.3%	Feb '26
MSCI Emerging Markets	56.26	2.8%	-0.5%	-10.1%	2.8%	6.9%	31.9%	34.0%	2.8%	53.6%	19.2%	26.1%	77.7%	-11.1%	Feb '26
FTSE Europe	81.93	2.6%	1.7%	-8.7%	-1.5%	4.1%	20.4%	35.8%	-1.5%	48.5%	52.9%	36.3%	99.7%	-9.0%	Feb '26
MSCI Japan	83.85	2.9%	0.7%	-9.2%	3.9%	8.5%	28.0%	25.9%	3.9%	56.2%	36.9%	38.4%	88.5%	-10.8%	Feb '26
MSCI India	46.45	2.3%	0.1%	-11.1%	-14.1%	-10.8%	-9.8%	2.7%	-14.1%	19.1%	19.1%	0.6%	15.6%	-21.0%	Sep '24
MSCI China	55.85	1.6%	0.4%	-5.4%	-7.0%	-14.1%	5.0%	31.0%	-7.0%	21.2%	-23.3%	-1.3%	51.1%	-15.6%	Oct '25
International Bond	48.06	0.6%	0.5%	-2.1%	-0.1%	0.2%	2.8%	2.9%	-0.1%	11.9%	1.0%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	35.32	3.8%	4.0%	-3.2%	16.0%	25.3%	57.2%	52.7%	16.0%	73.9%	85.5%	100.9%	80.2%	-5.4%	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	595.52	2.5%	-1.1%	-5.6%	-5.0%	-2.5%	16.9%	17.8%	-5.0%	64.3%	75.7%	43.6%	90.3%	-6.9%	Jan '26
US Large Growth	425.04	3.4%	-1.0%	-5.5%	-10.1%	-9.1%	18.2%	18.3%	-10.1%	76.7%	82.6%	41.8%	108.2%	-13.4%	Oct '25
US Large Value	212.85	1.6%	-0.5%	-5.3%	1.6%	5.5%	15.1%	15.7%	1.6%	48.0%	54.2%	37.4%	66.7%	-5.3%	Feb '26

US MidCap Blend	286.03	1.8%	-1.2%	-6.6%	-1.4%	-2.2%	11.8%	11.6%	-1.4%	41.7%	39.5%	20.3%	60.4%	-6.8%	Feb '26
US MidCap Growth	256.34	2.7%	-2.1%	-7.9%	-8.2%	-12.6%	5.3%	10.7%	-8.2%	34.1%	25.0%	5.0%	54.9%	-13.9%	Oct '25
US MidCap Value	183.47	1.1%	-0.7%	-5.6%	3.4%	5.6%	16.1%	12.1%	3.4%	45.7%	50.3%	33.6%	61.6%	-5.7%	Feb '26

US Small Blend	260.84	2.8%	-1.0%	-5.9%	1.1%	2.9%	18.8%	8.9%	1.1%	43.3%	31.7%	21.8%	58.1%	-6.8%	Feb '26
US Small Growth	312.66	3.9%	-1.4%	-6.7%	-3.2%	-2.1%	23.0%	12.9%	-3.2%	40.7%	9.9%	8.6%	54.1%	-11.6%	Jan '26
US Small Value	188.84	2.2%	-0.1%	-4.1%	4.5%	7.7%	27.3%	12.4%	4.5%	45.8%	30.8%	22.0%	53.7%	-5.8%	Feb '26

Foreign Large Blend	96.48	2.6%	1.3%	-8.4%	0.5%	5.2%	22.3%	31.6%	0.5%	48.7%	48.1%	37.8%	91.6%	-8.7%	Feb '26
Foreign Growth	110.83	2.9%	0.3%	-9.9%	-2.7%	-1.1%	13.7%	20.7%	-2.7%	25.3%	20.2%	7.6%	63.0%	-10.2%	Feb '26
Foreign Value	73.98	2.2%	2.1%	-7.2%	3.6%	11.6%	31.2%	42.2%	3.6%	74.6%	78.9%	73.5%	122.6%	-7.5%	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		0.4%	0.3%	1.6%	-0.7%	-0.6%	2.6%	3.6%	-0.7%	21.9%	29.1%	24.4%	30.1%	-1.5%	Jan '26
Ultra Short- Janus AAA CLO	50.34		-0.3%	-0.5%	-0.1%	0.3%	1.6%	4.6%	5.2%	0.3%	21.3%	24.6%	23.6%	25.9%	-0.5%	Mar '26
Bank Loan- Invesco	20.42		0.5%	-0.1%	1.6%	-1.2%	0.7%	5.7%	6.9%	-1.2%	24.5%	28.1%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	-0.1%	0.3%	1.0%	3.1%	7.6%	8.9%	1.0%	36.4%	59.5%	48.6%	41.9%	-0.1%	Mar '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	51.01		2.9%	-0.8%	-6.0%	-4.2%	-1.3%	18.6%	17.7%	-4.2%	70.0%	95.6%	78.7%	97.3%	-7.3%	Feb '26
Int’l Min Volatility- Franklin	40.28		0.8%	2.4%	-2.7%	9.8%	19.0%	31.1%	27.1%	9.8%	79.3%	111.5%	95.9%	110.3%	-2.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.13	p	EOD	-4.2%	-10.1%	-4.7%	-3.9%	9.1%	3.0%	-4.7%	59.0%	82.2%	77.9%	82.9%	-12.6%	Feb '26
Small Value- Avantis	110.02		1.6%	0.1%	-2.4%	8.2%	11.2%	28.2%	7.4%	8.2%	56.2%	65.7%	46.4%	68.0%	-4.5%	Feb '26
Mid Value- Pacer Cash Cows	62.28		0.6%	0.2%	-3.8%	3.8%	9.8%	16.2%	9.0%	3.8%	40.8%	67.6%	43.5%	55.2%	-3.8%	Feb '26
Growth- S&P Momentum	111.35		3.3%	-3.0%	-6.5%	-6.4%	-7.5%	21.4%	26.6%	-6.4%	110.0%	126.9%	81.8%	123.4%	-9.9%	Oct '25
Invesco S&P Quality	74.86		1.9%	-1.8%	-7.2%	0.1%	2.8%	14.2%	13.2%	0.1%	64.4%	82.4%	49.0%	96.3%	-7.2%	Feb '26
Rotation Factor- BlackRock	57.94		2.7%	-1.4%	-4.8%	-4.5%	-1.7%	20.1%	20.0%	-4.5%	83.9%	89.6%	61.5%	118.8%	-6.2%	Feb '26
US Min Volatility- Fidelity	64.44		1.4%	-0.1%	-5.4%	-3.0%	-1.4%	7.9%	11.8%	-3.0%	41.7%	58.4%	31.9%	60.9%	-5.7%	Feb '26
Derivative Income- JPMorgan	56.53		1.6%	-0.1%	-5.0%	-0.1%	2.8%	7.6%	8.1%	-0.1%	31.2%	48.7%	29.4%	47.7%	-5.0%	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	16.32	p	EOD	-1.2%	1.8%	3.2%	2.1%	9.2%	6.5%	3.2%	28.2%	36.1%	33.7%	33.2%	-1.7%	Mar '26
Multistrategy- AQR	14.38	p	EOD	-0.1%	-1.5%	2.6%	5.5%	11.9%	16.4%	2.6%	47.3%	74.0%	68.6%	50.7%	-1.5%	Feb '26
Long Short- AQR	20.36	p	EOD	-1.0%	-3.2%	-3.8%	4.0%	18.9%	34.4%	-3.8%	101.5%	171.7%	148.4%	136.9%	-4.4%	Dec '25
Mkt Neutral- BlackRock	15.17	p	EOD	-0.4%	1.3%	4.0%	7.0%	17.1%	18.3%	4.0%	67.5%	68.4%	75.9%	76.5%	-0.4%	Mar '26
Multi Strategy- Variant	26.05	p	EOD	-2.1%	-1.6%	-1.0%	0.8%	4.3%	7.2%	-1.0%	19.3%	44.4%	32.4%	24.1%	-2.2%	Mar '26
Long Short- First Trust	70.28		1.2%	0.1%	-1.4%	-1.0%	0.8%	10.7%	9.1%	-1.0%	43.9%	62.9%	42.2%	57.2%	-2.5%	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)	287.07	5.0%	-1.2%	-7.9%	-8.2%	18.2%	86.3%	66.0%	-8.2%	179.0%	182.9%	99.6%	196.7%	-16.4%	Feb '26
Meta (Communications)	570.53	6.4%	-3.8%	-11.9%	-13.5%	-22.2%	-0.7%	13.1%	-13.5%	171.3%	99.7%	69.8%	351.0%	-27.6%	Aug '25
Amazon (Cyclical)	208.75	3.9%	0.7%	-0.6%	-9.6%	-4.9%	9.7%	5.2%	-9.6%	102.1%	36.6%	22.5%	84.9%	-17.8%	Nov '25
Tesla (Cyclical)	370.71	4.3%	-3.2%	-7.9%	-17.6%	-16.6%	43.0%	11.4%	-17.6%	78.7%	75.0%	-7.3%	70.6%	-24.3%	Dec '25
Procter & Gamble (Defensive)	143.34	-1.0%	0.1%	-14.3%	0.7%	-5.4%	-13.6%	-12.3%	0.7%	4.1%	20.1%	-2.0%	26.0%	-17.5%	Dec '24
PepsiCo (Defensive)	155.30	-1.0%	3.1%	-7.7%	9.2%	12.7%	7.7%	-1.8%	9.2%	-5.7%	27.2%	2.7%	2.8%	-12.4%	May '23
Coca-Cola (Defensive)	76.06	-0.3%	1.9%	-6.1%	9.5%	16.3%	9.3%	15.6%	9.5%	34.1%	66.1%	45.5%	53.1%	-6.1%	Feb '26
Exxon Mobil (Energy)	167.92	-2.1%	1.5%	10.1%	40.5%	51.2%	46.0%	16.0%	40.5%	69.6%	258.7%	206.6%	91.9%	-2.1%	Mar '26
Chevron (Energy)	204.25	-3.1%	-1.2%	9.4%	35.3%	34.3%	27.6%	10.1%	35.3%	42.1%	137.4%	103.2%	49.6%	-3.3%	Mar '26
JPMorgan Chase (Financial)	294.29	3.7%	0.6%	-2.0%	-8.3%	-5.8%	22.4%	37.3%	-8.3%	142.5%	116.3%	103.1%	207.2%	-12.1%	Jan '26
Visa (Financial)	303.21	1.2%	-0.2%	-5.3%	-13.4%	-10.8%	-12.8%	11.8%	-13.4%	37.6%	48.5%	41.4%	74.8%	-18.3%	Jun '25
Mastercard (Financial)	500.58	1.3%	0.3%	-3.2%	-12.2%	-11.7%	-8.1%	9.0%	-12.2%	40.2%	43.8%	38.4%	80.0%	-16.2%	Aug '25
Bank of America (Financial)	48.58	2.8%	0.9%	-2.0%	-11.2%	-4.8%	19.0%	28.0%	-11.2%	83.6%	40.7%	17.1%	78.0%	-14.7%	Jan '26
UnitedHealth (Health)	270.48	3.3%	-0.7%	-7.1%	-17.4%	-20.5%	-46.9%	-33.1%	-17.4%	-39.3%	-21.1%	-41.9%	-42.2%	-55.2%	Nov '24
Johnson & Johnson (Health)	243.28	0.3%	3.4%	-2.1%	18.2%	32.7%	50.8%	47.5%	18.2%	71.6%	69.8%	60.3%	65.8%	-2.1%	Mar '26
Eli Lilly (Health)	917.65	3.5%	1.6%	-12.8%	-14.5%	20.6%	11.9%	40.2%	-14.5%	173.2%	420.0%	251.1%	190.8%	-17.2%	Nov '25
Union Pacific (Industrials)	241.50	0.9%	0.8%	-8.9%	4.9%	3.3%	4.6%	3.9%	4.9%	28.5%	22.2%	7.5%	36.4%	-9.5%	Mar '26
Honeywell (Industrials)	225.55	0.9%	1.8%	-7.4%	16.2%	14.9%	15.4%	-6.4%	16.2%	33.5%	21.6%	26.6%	49.2%	-9.1%	Mar '26
Nvidia (IT)	173.08	4.8%	-1.2%	-2.3%	-7.2%	-7.2%	59.7%	38.9%	-7.2%	523.7%	1248.0%	475.8%	1407.0%	-16.4%	Oct '25
Broadcom (IT)	307.73	4.9%	-3.3%	-3.5%	-10.9%	-6.3%	85.3%	50.6%	-10.9%	399.2%	645.6%	401.9%	655.3%	-25.2%	Dec '25
Adobe (IT)	242.99	0.8%	1.7%	-7.4%	-30.6%	-31.1%	-36.6%	-21.3%	-30.6%	-36.9%	-47.8%	-56.9%	-15.1%	-61.7%	Feb '24
Oracle (IT)	146.21	5.3%	-0.6%	0.6%	-24.8%	-47.8%	5.6%	18.1%	-24.8%	63.1%	121.9%	76.1%	138.5%	-55.3%	Sep '25
salesforce.com (IT)	187.34	1.2%	2.4%	-3.8%	-29.3%	-20.8%	-29.7%	-20.2%	-29.3%	-5.1%	-9.7%	-25.8%	33.3%	-48.7%	Dec '24
Linde PLC (Materials)	493.81	-1.1%	2.9%	-2.5%	16.2%	4.7%	7.5%	3.2%	16.2%	44.4%	89.3%	54.5%	90.4%	-2.7%	Mar '26
Sherwin-Williams (Materials)	320.95	1.6%	2.3%	-11.3%	-0.7%	-6.9%	-7.3%	-3.8%	-0.7%	46.6%	34.9%	-1.6%	64.4%	-18.8%	Nov '24
American Tower (Real Estate)	171.02	0.4%	0.4%	-10.9%	-2.6%	-10.2%	-18.6%	-0.9%	-2.6%	-7.4%	-16.5%	-32.2%	3.7%	-25.9%	Sep '24
Prologis Inc. (Real Estate)	132.24	2.7%	1.4%	-6.5%	4.4%	17.3%	22.4%	25.1%	4.4%	16.6%	42.7%	-8.8%	46.9%	-6.6%	Mar '26
NextEra Energy (Utilities)	92.42	0.4%	0.9%	-1.4%	15.9%	24.1%	34.2%	15.5%	15.9%	30.9%	41.7%	13.1%	40.3%	-2.7%	Feb '26
Duke Energy (Utilities)	130.12	-1.2%	2.2%	-0.6%	12.0%	7.0%	10.5%	12.7%	12.0%	51.6%	64.2%	48.4%	73.7%	-2.5%	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	15.45	p	EOD	-1.2%	-4.4%	-2.0%	-0.7%	5.7%	9.4%	-2.0%	18.0%	9.4%	6.1%	27.1%	-4.4%	Feb '26
Moderate-60% Stock	64.16		1.6%	0.2%	-4.8%	-1.3%	1.1%	14.4%	16.4%	-1.3%	38.8%	34.9%	24.0%	57.4%	-5.1%	Feb '26
Mod Agg-80% Stock	48.92	p	EOD	-2.1%	-7.8%	-3.6%	-0.9%	15.7%	19.6%	-3.6%	45.8%	41.8%	28.1%	68.2%	-8.2%	Feb '26
Aggressive-90% Stock	29.14	p	EOD	-2.8%	-8.7%	-3.7%	-0.5%	17.8%	20.9%	-3.7%	45.8%	43.5%	26.6%	69.0%	-9.3%	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	67826.90	1.7%	-3.8%	3.0%	-22.5%	-40.5%	-17.8%	-6.3%	-22.5%	138.2%	15.1%	46.0%	254.0%	-45.6%	Oct '25
Ethereum	2110.10	4.3%	-2.1%	9.3%	-28.9%	-49.1%	15.7%	-11.0%	-28.9%	15.8%	14.3%	-43.9%	63.0%	-56.3%	Aug '25
BNB	615.51	1.1%	-3.6%	0.3%	-28.7%	-39.0%	1.7%	23.1%	-28.7%	94.1%	97.6%	20.2%	127.1%	-53.0%	Oct '25
Solana	82.78	0.4%	-8.9%	1.0%	-33.5%	-60.3%	-33.6%	-34.2%	-33.5%	291.0%	330.4%	-51.4%	165.6%	-68.4%	Jan '25
Bitcoin ETF	38.37	1.8%	-2.3%	3.2%	-22.7%	-41.0%	-18.0%	-6.4%	-22.7%	-	-	-	-	-46.2%	Oct '25
Grayscale Bitcoin (hi fee)	52.70	1.9%	-2.4%	3.1%	-22.9%	-41.3%	-19.1%	-7.6%	-22.9%	256.6%	14.8%	70.2%	420.4%	-46.5%	Oct '25
Bloomberg Commodities	24.26	-0.06%	3.7%	11.3%	24.2%	30.9%	31.4%	14.9%	24.2%	45.9%	89.2%	57.7%	36.8%	-0.1%	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	4.89	-0.3%	-1.0%	5.5%	1.0%	3.3%	6.0%	1.1%	1.0%	32.6%	104.1%	142.6%	25.9%	-4.2%	Oct '23
10yr Treasury rate	4.32	-0.6%	-1.8%	8.9%	3.7%	4.0%	1.6%	-9.0%	3.7%	23.5%	150.0%	165.0%	10.6%	-13.5%	Oct '23
5yr Treasury rate	3.95	-0.9%	-2.1%	12.3%	6.0%	5.7%	-1.0%	-15.0%	6.0%	9.2%	333.5%	189.0%	-4.1%	-20.5%	Oct '23
13-week T-bill	3.60	0%	-0.6%	0.6%	1.4%	-6.4%	-14.2%	-15.7%	1.4%	-21.5%	27576.9%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	101.18	7.1%	2.9%	51.0%	78.3%	54.0%	45.9%	-19.9%	76.2%	38.2%	66.0%	33.0%	15.9%	New Peak	Mar '26
Gold	4521.30	3.3%	-1.1%	-13.6%	-0.2%	19.8%	46.5%	64.5%	4.5%	129.2%	161.0%	151.3%	170.7%	-15.0%	Jan '26
USD/EUR	0.87	0.2%	0.4%	2.3%	2.2%	-	-6.4%	-11.4%	1.8%	-6.0%	2.1%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.70	0.2%	1.1%	2.5%	2.3%	-	5.9%	-0.4%	2.1%	21.9%	46.3%	38.7%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	26.31	-14.0%	-2.4%	32.5%	76.0%	61.6%	18.1%	-13.8%	76.0%	40.7%	34.2%	58.5%	-21.6%	-49.7%	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	50.60		0.12%	0.1%	-0.6%	0.3%	1.5%	4.6%	6.1%	0.3%	19.1%	18.5%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.08		0.3%	0.5%	-2.1%	-0.3%	1.0%	3.8%	4.3%	-0.3%	9.7%	6.3%	4.0%	15.5%	-2.1%	Feb '26
Interm Bond- Janus MSB	45.21		-0.1%	0.3%	-2.3%	-0.2%	1.6%	5.3%	8.8%	-0.2%	12.8%	3.5%	3.3%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	77.18		0.3%	0.5%	-2.0%	-0.2%	0.9%	5.0%	8.5%	-0.2%	12.5%	3.1%	1.9%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.1%	-0.3%	-0.2%	0.9%	6.6%	8.2%	-0.2%	29.9%	35.2%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	47.79		0.7%	0.3%	-2.9%	-1.1%	-0.1%	4.8%	8.2%	-1.1%	16.2%	13.8%	12.5%	26.4%	-2.9%	Feb '26
Long Bond- Vanguard	74.72		0.8%	0.7%	-2.9%	-0.6%	-1.2%	4.0%	7.2%	-0.6%	9.5%	-6.9%	-12.1%	24.0%	-3.6%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	0.1%	-2.6%	-1.1%	0.1%	2.3%	3.3%	-1.1%	8.6%	1.9%	-0.9%	13.9%	-2.6%	Feb '26
Long Muni- iShares	56.90		0.3%	0.6%	-2.3%	-0.5%	1.2%	4.2%	3.4%	-0.5%	7.6%	3.1%	1.5%	13.2%	-2.3%	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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