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S&P 500

Return

75.9%

[

19.3%

annualized]

Dec 30 2022 - Mar 11 2026

-3.2%

Below
Peak
Jan '26

DJIA (Large Value)

Return

42.7%

[

11.7%

annualized]

Dec 30 2022 - Mar 11 2026

-5.8%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.7%

[

12.0%

annualized]

Dec 30 2022 - Mar 11 2026

-6.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 11 02:10 PM EDT, next update at 02:20 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	6755.08	-0.4%	-1.7%	-2.7%	-2.1%	2.5%	21.2%	16.4%	-1.3%	74.9%	71.5%	40.8%	88.8%	-3.2%	Jan '26
DJIA (Large Value)	47295.12	-0.9%	-3.0%	-5.6%	-2.9%	2.6%	14.1%	13.0%	-1.6%	48.2%	45.6%	29.3%	61.9%	-5.8%	Feb '26
Russell 2000 (Small Cap)	2531.12	-0.7%	-4.0%	-5.2%	-2.3%	4.5%	25.1%	11.3%	2.0%	42.8%	8.2%	11.4%	50.0%	-6.9%	Jan '26
NASDAQ Comp (Tech/Growth)	22637.43	-0.3%	-0.7%	-1.9%	-4.1%	2.7%	29.8%	20.4%	-2.6%	103.2%	69.0%	43.0%	117.3%	-5.5%	Oct '25
Aggregate Bond	99.72	-0.4%	-0.8%	-0.2%	0.2%	0.7%	5.0%	7.2%	0.1%	13.1%	1.1%	0.6%	17.5%	-1.4%	Feb '26
Corp Bond	109.18	-0.8%	-1.6%	-1.0%	-0.8%	-0.9%	5.4%	7.9%	-0.6%	16.1%	0.7%	-1.8%	24.5%	-1.9%	Feb '26
High Yield Bond	79.86	-0.2%	-0.7%	-0.7%	-0.1%	0.9%	6.8%	8.6%	-0.5%	29.1%	20.2%	15.9%	35.7%	-1.1%	Jan '26
Preferred	31.08	-0.2%	-1.1%	-1.5%	0.1%	-1.1%	6.2%	4.9%	0.5%	19.5%	8.5%	1.7%	24.9%	-2.6%	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	49.58	-0.6%	-4.5%	-7.5%	10.4%	8.1%	18.5%	9.9%	9.3%	34.5%	39.5%	20.2%	54.4%	-7.5%	Feb '26
Consumer Discretionary/Cyclical	113.68	-0.7%	-2.3%	-3.5%	-5.2%	-3.9%	16.8%	7.4%	-4.8%	68.7%	42.3%	11.8%	68.2%	-8.7%	Jan '26
Financial Services	49.44	-1.2%	-4.0%	-6.3%	-9.6%	-7.9%	5.3%	14.9%	-9.7%	57.5%	56.5%	33.9%	72.3%	-12.3%	Jan '26
Real Estate	92.54	-1.2%	-3.1%	-0.9%	4.3%	1.1%	6.3%	3.3%	4.6%	29.1%	23.6%	-5.9%	38.0%	-3.5%	Mar '26
Communication Services	116.61	-0.7%	-1.8%	-0.1%	0.2%	0.9%	22.5%	23.1%	-0.9%	130.4%	63.5%	55.4%	153.5%	-2.9%	Jan '26
Energy	56.65	1.9%	0.8%	3.0%	24.3%	29.3%	34.0%	7.9%	26.7%	51.7%	155.7%	128.2%	58.1%	-0.7%	Mar '26
Industrials	169.52	-0.3%	-3.7%	-3.0%	7.8%	11.8%	32.0%	19.3%	9.3%	79.3%	91.6%	72.0%	110.4%	-5.2%	Mar '26
Technology	139.93	0.12%	0.1%	-2.1%	-5.3%	3.5%	35.1%	24.6%	-2.8%	110.6%	119.8%	64.5%	146.1%	-7.8%	Oct '25
Consumer Staples/Defensive	84.72	-1.2%	-2.8%	-4.2%	8.4%	6.7%	6.8%	1.5%	9.1%	29.1%	47.2%	22.2%	36.7%	-5.9%	Feb '26
Healthcare	152.65	-0.3%	-2.8%	-2.3%	-0.2%	10.2%	6.3%	14.5%	-1.4%	29.2%	44.6%	16.8%	32.1%	-4.7%	Feb '26
Utilities	46.17	-0.8%	-2.3%	3.5%	8.1%	10.1%	22.7%	16.0%	8.2%	57.1%	74.5%	47.1%	65.9%	-3.3%	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	142.42	-0.4%	-1.8%	-3.6%	0.3%	5.2%	25.0%	22.4%	0.7%	74.0%	63.1%	43.7%	95.3%	-4.2%	Feb '26
MSCI Emerging Markets	58.49	-0.3%	-1.0%	-5.0%	8.1%	13.5%	37.0%	34.0%	6.9%	66.5%	19.7%	31.1%	84.7%	-7.6%	Feb '26
FTSE Europe	84.22	-0.5%	-2.7%	-5.8%	2.1%	7.0%	21.7%	35.8%	0.7%	58.4%	55.7%	39.5%	104.4%	-6.9%	Feb '26
MSCI Japan	85.24	-1.4%	-3.8%	-9.3%	5.0%	8.8%	30.7%	25.9%	5.6%	64.1%	41.5%	40.7%	91.6%	-9.3%	Feb '26
MSCI India	49.26	-1.3%	-2.0%	-8.0%	-8.0%	-7.5%	1.2%	2.7%	-8.9%	26.4%	21.0%	6.7%	22.6%	-16.2%	Sep '24
MSCI China	58.06	-1.1%	1.6%	-6.3%	-4.7%	-8.5%	6.3%	31.0%	-3.4%	34.5%	-25.2%	2.6%	57.0%	-12.3%	Oct '25
International Bond	48.25	-0.5%	-1.1%	-0.7%	0.2%	0.2%	4.0%	2.9%	0.0%	13.6%	0.7%	1.5%	17.5%	-1.7%	Feb '26
iShares Latin America	34.63	-0.9%	-1.6%	-6.7%	13.1%	26.8%	60.7%	52.7%	13.7%	73.1%	75.5%	97.0%	76.7%	-7.2%	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	620.23	-0.4%	-1.6%	-2.5%	-1.9%	3.2%	22.8%	17.8%	-1.1%	82.2%	84.1%	49.6%	98.2%	-3.0%	Jan '26
US Large Growth	449.75	-0.4%	-0.7%	-1.8%	-6.0%	-1.7%	24.4%	18.3%	-5.0%	104.1%	91.4%	49.9%	120.1%	-8.4%	Oct '25
US Large Value	217.10	-0.4%	-2.8%	-3.4%	2.5%	7.5%	19.7%	15.7%	3.2%	55.5%	58.4%	39.6%	69.4%	-3.7%	Feb '26

US MidCap Blend	293.27	-0.7%	-3.2%	-3.1%	-1.0%	0.6%	16.7%	11.6%	1.1%	50.8%	42.0%	23.3%	64.5%	-4.5%	Feb '26
US MidCap Growth	268.95	-1.1%	-2.9%	-2.3%	-6.3%	-8.2%	12.1%	10.7%	-3.7%	49.0%	28.7%	10.1%	62.6%	-9.6%	Oct '25
US MidCap Value	185.21	-0.5%	-3.5%	-3.7%	2.8%	7.3%	19.3%	12.1%	4.4%	49.8%	52.5%	34.9%	63.1%	-4.8%	Feb '26

US Small Blend	265.09	-0.6%	-3.7%	-4.7%	-0.1%	3.3%	21.2%	8.9%	2.8%	49.2%	29.7%	23.8%	60.6%	-5.3%	Feb '26
US Small Growth	322.84	-0.7%	-3.6%	-4.8%	-4.6%	2.6%	25.6%	12.9%	-0.1%	50.2%	5.2%	12.1%	59.1%	-8.7%	Jan '26
US Small Value	189.33	-0.9%	-4.4%	-5.6%	0.5%	7.8%	27.5%	12.4%	4.5%	45.5%	24.5%	22.0%	53.6%	-5.8%	Feb '26

Foreign Large Blend	98.57	-0.7%	-2.8%	-6.1%	3.5%	7.5%	24.3%	31.6%	2.6%	58.2%	51.5%	40.8%	95.8%	-6.7%	Feb '26
Foreign Growth	115.21	-0.7%	-3.0%	-6.1%	1.2%	2.9%	16.2%	20.7%	1.1%	39.1%	24.7%	11.8%	69.4%	-6.6%	Feb '26
Foreign Value	74.41	-0.6%	-2.4%	-6.1%	5.6%	11.6%	32.5%	42.2%	4.2%	78.0%	80.5%	74.5%	123.9%	-6.9%	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		0.3%	1.0%	0.0%	-1.6%	-1.7%	2.3%	3.6%	-1.2%	22.1%	27.3%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.44		-0.04%	0.0%	-0.1%	0.6%	1.7%	4.7%	5.2%	0.1%	20.8%	24.4%	23.4%	25.7%	-0.4%	Jan '26
Bank Loan- Invesco	20.53		0.12%	0.5%	-0.2%	-0.8%	1.1%	5.5%	6.9%	-1.2%	24.7%	27.7%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.52	p	EOD	0.3%	0.3%	1.3%	3.4%	7.8%	8.9%	0.8%	36.5%	60.1%	48.3%	41.6%	New Peak	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	52.91		-0.3%	-2.0%	-3.8%	-1.2%	2.9%	24.0%	17.7%	-0.8%	84.7%	104.6%	84.9%	104.2%	-4.1%	Feb '26
Int’l Min Volatility- Franklin	39.70		-0.05%	-2.0%	-2.3%	8.9%	17.0%	30.3%	27.1%	7.8%	79.4%	113.8%	92.3%	106.4%	-4.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.14	p	EOD	-4.7%	-7.0%	-4.7%	-1.6%	12.8%	3.0%	-0.5%	67.9%	90.8%	85.7%	90.9%	-8.8%	Feb '26
Small Value- Avantis	107.43		-0.8%	-5.0%	-6.8%	1.5%	6.5%	26.5%	7.4%	5.3%	49.8%	55.4%	42.6%	63.6%	-7.0%	Feb '26
Mid Value- Pacer Cash Cows	62.79		-0.3%	-2.5%	-2.6%	3.1%	9.6%	16.9%	9.0%	4.4%	45.4%	76.4%	44.2%	56.0%	-3.3%	Feb '26
Growth- S&P Momentum	118.30		-0.7%	-1.6%	-1.9%	-2.6%	-1.1%	29.6%	26.6%	-0.9%	130.7%	139.0%	92.6%	136.7%	-4.5%	Oct '25
Invesco S&P Quality	77.49		-0.6%	-2.8%	-3.5%	1.9%	6.9%	18.1%	13.2%	3.3%	80.7%	90.8%	53.6%	102.5%	-4.3%	Feb '26
Rotation Factor- BlackRock	60.26		-0.3%	-1.3%	-2.6%	-1.6%	3.9%	25.9%	20.0%	-0.9%	105.5%	97.2%	67.5%	126.9%	-2.7%	Feb '26
US Min Volatility- Fidelity	66.78		-0.5%	-1.8%	-2.3%	-0.7%	2.1%	12.6%	11.8%	0.0%	55.4%	66.0%	36.1%	66.0%	-2.7%	Feb '26
Derivative Income- JPMorgan	57.85		-0.6%	-2.1%	-1.8%	1.4%	4.3%	10.2%	8.1%	1.7%	39.8%	55.1%	31.7%	50.3%	-2.8%	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	16.15	p	EOD	1.1%	0.7%	2.8%	1.1%	7.2%	6.5%	2.2%	26.1%	34.7%	32.3%	31.8%	-0.4%	Mar '26
Multistrategy- AQR	14.42	p	EOD	-0.4%	0.1%	4.0%	6.4%	14.6%	16.4%	2.9%	42.5%	77.2%	69.1%	51.1%	-1.2%	Feb '26
Long Short- AQR	20.62	p	EOD	-0.8%	-1.6%	-1.1%	6.2%	24.0%	34.4%	-2.6%	99.3%	194.8%	151.6%	139.9%	-3.1%	Dec '25
Mkt Neutral- BlackRock	14.94	p	EOD	-0.1%	2.5%	3.6%	5.8%	18.9%	18.3%	2.5%	63.8%	68.4%	73.2%	73.8%	-0.3%	Mar '26
Multi Strategy- Variant	26.54	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	0.8%	22.1%	47.7%	34.9%	26.5%	New Peak	Mar '26
Long Short- First Trust	70.60		0.03%	-0.7%	-1.1%	-0.9%	3.2%	11.7%	9.1%	-0.5%	50.7%	61.3%	42.8%	57.9%	-2.1%	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)	308.20	0.4%	1.7%	-0.9%	-1.4%	28.3%	88.4%	66.0%	-1.5%	242.6%	195.7%	114.2%	218.3%	-10.3%	Feb '26
Meta (Communications)	651.54	-0.4%	-2.4%	-2.6%	-0.1%	-13.1%	7.9%	13.1%	-1.3%	265.5%	139.6%	93.8%	414.6%	-17.4%	Aug '25
Amazon (Cyclical)	211.90	-1.1%	-2.3%	3.8%	-8.0%	-7.8%	7.8%	5.2%	-8.2%	133.6%	36.1%	24.4%	87.7%	-16.6%	Nov '25
Tesla (Cyclical)	404.82	1.4%	-0.3%	-5.5%	-9.4%	9.8%	75.6%	11.4%	-10.0%	133.4%	73.6%	1.2%	86.3%	-17.4%	Dec '25
Procter & Gamble (Defensive)	153.35	-1.7%	-3.1%	-4.2%	9.7%	-2.0%	-9.0%	-12.3%	7.8%	20.7%	37.1%	4.8%	34.8%	-11.8%	Dec '24
PepsiCo (Defensive)	160.56	-0.1%	-1.2%	-4.2%	8.7%	13.4%	9.6%	-1.8%	12.9%	3.3%	40.8%	6.2%	6.2%	-9.4%	May '23
Coca-Cola (Defensive)	77.50	-0.5%	-0.8%	-1.4%	12.1%	16.3%	12.3%	15.6%	10.8%	43.2%	77.0%	47.3%	54.9%	-5.0%	Feb '26
Exxon Mobil (Energy)	151.41	2.2%	1.1%	-2.0%	27.5%	37.1%	43.5%	16.0%	26.7%	55.6%	199.1%	176.5%	73.1%	-2.0%	Feb '26
Chevron (Energy)	190.30	2.2%	2.3%	3.4%	27.5%	22.8%	29.1%	10.1%	26.1%	35.3%	110.8%	89.4%	39.3%	New Peak	Mar '26
JPMorgan Chase (Financial)	286.21	-0.9%	-4.4%	-7.9%	-9.4%	-5.5%	27.5%	37.3%	-10.8%	129.9%	110.6%	97.5%	198.8%	-14.5%	Jan '26
Visa (Financial)	308.72	-1.8%	-3.7%	-6.2%	-10.5%	-9.8%	-6.4%	11.8%	-11.8%	46.1%	41.6%	44.0%	77.9%	-16.8%	Jun '25
Mastercard (Financial)	503.03	-2.3%	-3.8%	-6.4%	-10.6%	-14.3%	-3.8%	9.0%	-11.8%	47.5%	34.7%	39.0%	80.9%	-15.8%	Aug '25
Bank of America (Financial)	48.18	-0.8%	-3.7%	-10.0%	-11.2%	-4.0%	24.4%	28.0%	-11.9%	72.1%	46.1%	16.2%	76.6%	-15.4%	Jan '26
UnitedHealth (Health)	283.79	0.5%	-2.8%	1.7%	-15.7%	-18.7%	-40.4%	-33.1%	-14.0%	-35.1%	-12.8%	-39.6%	-39.9%	-53.3%	Nov '24
Johnson & Johnson (Health)	242.41	-0.5%	-1.2%	1.2%	16.0%	37.4%	50.2%	47.5%	17.8%	74.8%	75.4%	59.7%	65.2%	-2.5%	Mar '26
Eli Lilly (Health)	997.19	-0.4%	-0.6%	-1.6%	-1.0%	32.3%	21.9%	40.2%	-7.1%	223.7%	410.8%	281.6%	216.0%	-10.0%	Nov '25
Union Pacific (Industrials)	250.52	0.13%	-6.1%	-4.2%	6.7%	17.3%	7.8%	3.9%	8.9%	36.9%	30.7%	11.5%	41.5%	-6.2%	Mar '26
Honeywell (Industrials)	241.54	0.4%	-1.8%	0.0%	25.2%	20.3%	25.5%	-6.4%	24.4%	41.4%	33.6%	35.6%	59.8%	-2.6%	Mar '26
Nvidia (IT)	185.01	0.1%	1.1%	-2.6%	2.3%	4.4%	70.2%	38.9%	-0.8%	706.3%	1327.4%	515.4%	1510.8%	-10.6%	Oct '25
Broadcom (IT)	339.32	-1.0%	6.9%	-1.0%	-16.3%	-5.3%	80.1%	50.6%	-2.0%	477.2%	731.4%	452.2%	731.1%	-17.7%	Dec '25
Adobe (IT)	270.51	-1.7%	-1.0%	5.2%	-22.8%	-22.8%	-37.6%	-21.3%	-22.7%	-17.9%	-40.0%	-52.1%	-5.5%	-57.4%	Feb '24
Oracle (IT)	162.19	8.6%	6.4%	3.2%	-18.2%	-47.1%	13.6%	18.1%	-16.6%	100.0%	157.7%	95.3%	164.6%	-50.4%	Sep '25
salesforce.com (IT)	191.74	-1.6%	-0.7%	3.6%	-26.8%	-21.9%	-30.3%	-20.2%	-27.6%	12.1%	-10.1%	-24.0%	36.4%	-47.5%	Dec '24
Linde PLC (Materials)	478.93	0.2%	-4.1%	2.4%	18.8%	-0.6%	6.9%	3.2%	12.3%	45.8%	91.1%	49.4%	84.0%	-6.0%	Mar '26
Sherwin-Williams (Materials)	322.84	-2.3%	-7.1%	-11.8%	-1.7%	-12.0%	-7.7%	-3.8%	-0.1%	54.9%	43.8%	-1.0%	65.4%	-18.3%	Nov '24
American Tower (Real Estate)	183.35	-1.5%	-3.9%	1.6%	1.9%	-5.0%	-9.5%	-0.9%	4.4%	6.1%	-0.7%	-27.3%	11.2%	-20.6%	Sep '24
Prologis Inc. (Real Estate)	133.69	-1.8%	-4.1%	-4.4%	3.2%	18.4%	18.2%	25.1%	4.7%	25.7%	54.5%	-8.6%	47.3%	-6.3%	Mar '26
NextEra Energy (Utilities)	91.82	0.3%	-0.8%	1.2%	13.8%	30.5%	27.7%	15.5%	15.2%	37.3%	39.6%	12.4%	39.4%	-3.4%	Feb '26
Duke Energy (Utilities)	130.09	0.3%	-1.4%	4.8%	14.7%	8.4%	14.4%	12.7%	11.9%	57.5%	74.2%	48.3%	73.6%	-1.8%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.92	p	EOD	-0.6%	-0.6%	1.1%	2.4%	9.5%	9.4%	1.0%	24.4%	12.2%	9.3%	31.0%	-1.5%	Feb '26
Moderate-60% Stock	65.52		-0.5%	-1.5%	-2.4%	0.7%	3.8%	17.4%	16.4%	0.8%	46.9%	37.1%	26.6%	60.7%	-3.1%	Feb '26
Mod Agg-80% Stock	51.55	p	EOD	-1.1%	-2.6%	1.5%	5.4%	22.4%	19.6%	1.6%	60.4%	48.5%	35.0%	77.3%	-3.2%	Feb '26
Aggressive-90% Stock	30.87	p	EOD	-1.2%	-3.0%	2.0%	6.5%	25.1%	20.9%	2.0%	62.0%	50.3%	34.1%	79.1%	-4.0%	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	70853.76	1.3%	-2.6%	5.8%	-23.4%	-38.7%	-14.5%	-6.3%	-19.0%	251.0%	22.6%	52.5%	269.8%	-43.2%	Oct '25
Ethereum	2070.20	1.6%	-2.6%	6.7%	-36.0%	-53.6%	7.8%	-11.0%	-30.2%	44.9%	13.4%	-45.0%	59.9%	-57.2%	Aug '25
BNB	652.37	1.6%	-0.8%	7.4%	-26.4%	-27.8%	18.3%	23.1%	-24.4%	135.2%	125.1%	27.4%	140.8%	-50.2%	Oct '25
Solana	87.46	1.9%	-3.7%	10.4%	-35.9%	-61.8%	-30.2%	-34.2%	-29.7%	379.4%	446.9%	-48.6%	180.6%	-66.6%	Jan '25
Bitcoin ETF	40.12	1.0%	-3.2%	4.8%	-23.0%	-38.3%	-15.1%	-6.4%	-19.2%	-	-	-	-	-43.7%	Oct '25
Grayscale Bitcoin (hi fee)	55.12	1.0%	-3.3%	4.7%	-23.2%	-38.7%	-16.1%	-7.6%	-19.4%	443.3%	16.7%	78.1%	444.3%	-44.0%	Oct '25
Bloomberg Commodities	23.65	1.2%	5.9%	11.0%	20.4%	30.0%	30.5%	14.9%	21.1%	44.1%	76.3%	53.7%	33.3%	New Peak	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	4.86	1.9%	3.1%	1.0%	1.5%	4.5%	5.6%	1.1%	0.4%	31.4%	113.1%	141.1%	25.1%	-4.8%	Oct '23
10yr Treasury rate	4.21	1.8%	3.2%	1.0%	1.7%	5.0%	-1.8%	-9.0%	1.2%	14.0%	175.8%	158.7%	7.9%	-15.6%	Oct '23
5yr Treasury rate	3.78	1.8%	3.1%	1.1%	1.8%	5.7%	-6.4%	-15.0%	1.6%	-4.3%	386.2%	177.1%	-8.0%	-23.7%	Oct '23
13-week T-bill	3.60	0.1%	0.1%	0.0%	0.9%	-8.4%	-14.2%	-15.7%	1.5%	-25.0%	12757.1%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	87.90	5.3%	17.7%	36.0%	52.6%	40.9%	32.7%	-19.9%	53.1%	14.6%	33.1%	15.5%	0.7%	-7.2%	Mar '26
Gold	5177.10	-1.0%	1.1%	2.1%	20.8%	42.3%	77.7%	64.5%	19.7%	178.0%	200.6%	187.7%	210.0%	-2.7%	Jan '26
USD/EUR	0.86	0.4%	0.4%	2.8%	1.1%	1.4%	-6.3%	-11.4%	1.5%	-8.5%	3.1%	-1.7%	-16.1%	-11.5%	Jan '25
USD/JPY	158.92	0.7%	0.7%	2.9%	2.0%	7.9%	8.1%	-0.4%	1.6%	16.5%	46.6%	38.0%	8.3%	-1.7%	Jul '24
S&P 500 Volatility Index	25.25	1.3%	19.4%	43.1%	70.0%	71.7%	-6.2%	-13.8%	68.9%	1.8%	15.2%	52.1%	-24.8%	-51.7%	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	50.74		-0.1%	-0.5%	-0.3%	0.6%	1.5%	4.8%	6.1%	0.2%	19.4%	18.3%	17.5%	22.7%	-0.7%	Feb '26
Interm Muni- JPMorgan	50.56		-0.3%	-0.5%	-0.4%	0.6%	1.8%	3.9%	4.3%	0.4%	11.9%	6.8%	4.7%	16.3%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.65		-0.5%	-0.8%	-0.1%	0.7%	1.9%	6.1%	8.8%	0.3%	15.5%	3.6%	3.9%	20.8%	-1.4%	Feb '26
Interm Bond- Vanguard	77.63		-0.4%	-0.8%	-0.1%	0.1%	0.5%	5.9%	8.5%	0.0%	15.0%	2.4%	2.1%	19.9%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.1%	-0.5%	0.2%	1.3%	6.4%	8.2%	-0.2%	28.8%	35.0%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.33		-0.3%	-1.0%	-1.3%	0.1%	0.6%	5.8%	8.2%	-0.4%	18.2%	14.5%	13.3%	27.3%	-1.8%	Feb '26
Long Bond- Vanguard	74.58		-1.5%	-2.6%	-2.0%	-1.8%	-2.8%	3.9%	7.2%	-1.3%	11.5%	-8.1%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	-0.3%	-0.3%	0.9%	2.0%	2.9%	3.3%	0.5%	11.7%	3.2%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.51		-0.2%	-0.5%	-0.6%	0.8%	2.3%	4.0%	3.4%	0.3%	10.1%	3.8%	2.3%	14.2%	-1.3%	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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