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S&P 500

Return

79.8%

[

20.9%

annualized]

Dec 30 2022 - Feb 04 2026

-1.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.6%

[

13.9%

annualized]

Dec 30 2022 - Feb 04 2026

New Peak

Russell 2000 (Small Cap)

Return

49.1%

[

13.8%

annualized]

Dec 30 2022 - Feb 04 2026

-3.4%

Below
Peak
Jan '26

Performance Range:

As of Feb 04 03:40 PM EDT, next update at 03:50 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	6904.38	-0.2%	-1.1%	0.7%	2.0%	9.1%	14.4%	16.4%	0.9%	66.9%	78.3%	43.9%	93.0%	-1.1%	Jan '26
DJIA (Large Value)	49595.32	0.7%	1.2%	2.5%	5.3%	12.3%	11.3%	13.0%	3.2%	46.2%	59.7%	35.6%	69.8%	New Peak	Feb '26
Russell 2000 (Small Cap)	2625.25	-0.9%	-1.1%	4.7%	8.2%	18.7%	14.6%	11.3%	5.8%	32.2%	19.2%	15.5%	55.5%	-3.4%	Jan '26
NASDAQ Comp (Tech/Growth)	22985.69	-1.2%	-3.7%	-1.1%	-1.6%	9.2%	17.0%	20.4%	-1.1%	91.4%	66.8%	45.2%	120.7%	-4.1%	Oct '25
Aggregate Bond	99.67	-0.04%	-0.5%	-0.2%	0.2%	2.1%	6.1%	7.2%	-0.2%	11.0%	-1.2%	0.3%	17.1%	-0.7%	Jan '26
Corp Bond	110.00	-0.10%	-0.6%	-0.1%	0.2%	2.0%	6.7%	7.9%	-0.2%	13.0%	-2.3%	-1.4%	25.0%	-1.5%	Oct '25
High Yield Bond	80.64	-0.09%	-0.5%	0.0%	1.6%	2.9%	7.0%	8.6%	0.0%	25.5%	20.2%	16.5%	36.3%	-0.7%	Jan '26
Preferred	31.42	0.3%	-1.2%	0.5%	2.5%	3.0%	5.5%	4.9%	1.5%	13.1%	10.3%	2.7%	26.1%	-1.6%	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	51.97	2.5%	4.0%	12.7%	23.3%	19.5%	18.9%	9.9%	14.6%	32.1%	58.8%	26.0%	61.8%	New Peak	Feb '26
Consumer Discretionary/Cyclical	120.56	-0.4%	-1.0%	1.9%	1.4%	10.7%	4.9%	7.4%	1.0%	63.4%	47.1%	18.6%	78.4%	-3.2%	Jan '26
Financial Services	54.12	1.1%	2.1%	-1.5%	3.6%	5.0%	7.3%	14.9%	-1.2%	55.2%	91.0%	46.6%	88.6%	-4.0%	Jan '26
Real Estate	91.07	1.6%	1.8%	2.9%	3.0%	3.3%	4.7%	3.3%	2.9%	11.7%	24.8%	-7.4%	35.8%	-3.1%	Nov '24
Communication Services	117.08	-0.6%	0.3%	0.2%	4.1%	9.0%	14.5%	23.1%	-0.5%	107.7%	74.4%	56.1%	154.5%	-2.5%	Jan '26
Energy	52.87	2.3%	5.6%	15.8%	22.3%	25.9%	21.4%	7.9%	18.2%	36.1%	202.3%	113.0%	47.5%	New Peak	Feb '26
Industrials	169.58	0.4%	3.3%	7.3%	11.5%	13.1%	25.4%	19.3%	9.3%	72.6%	106.9%	72.1%	110.4%	New Peak	Feb '26
Technology	138.70	-2.4%	-7.1%	-3.9%	-5.5%	6.1%	20.8%	24.6%	-3.7%	99.9%	112.7%	63.1%	143.9%	-8.7%	Oct '25
Consumer Staples/Defensive	86.99	1.3%	5.7%	12.0%	15.4%	9.6%	13.7%	1.5%	12.0%	28.5%	52.2%	25.4%	40.4%	New Peak	Feb '26
Healthcare	156.48	1.5%	1.4%	0.6%	8.3%	18.7%	8.3%	14.5%	1.1%	23.9%	46.8%	19.7%	35.4%	-2.0%	Jan '26
Utilities	43.01	-0.5%	-0.7%	-0.4%	-2.4%	-0.1%	14.0%	16.0%	0.8%	38.9%	58.3%	37.0%	54.6%	-6.7%	Oct '25

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	145.40	-0.10%	-1.0%	2.0%	4.8%	12.7%	21.9%	22.4%	2.8%	67.0%	69.0%	46.7%	99.4%	-1.1%	Jan '26
MSCI Emerging Markets	58.96	-1.1%	-2.9%	4.8%	9.5%	22.8%	39.9%	34.0%	7.8%	55.4%	18.9%	32.2%	86.2%	-2.9%	Jan '26
FTSE Europe	88.17	0.3%	0.4%	4.3%	12.2%	17.2%	35.0%	35.8%	5.5%	59.6%	69.5%	46.0%	113.9%	-0.8%	Jan '26
MSCI Japan	87.67	1.1%	2.9%	7.8%	9.9%	20.9%	34.4%	25.9%	8.6%	65.1%	44.1%	44.7%	97.1%	New Peak	Feb '26
MSCI India	53.33	0.3%	3.6%	-2.3%	-1.3%	1.6%	3.7%	2.7%	-1.3%	34.4%	35.9%	15.5%	32.8%	-9.3%	Sep '24
MSCI China	60.29	-1.3%	-5.7%	-3.1%	-2.7%	6.2%	25.0%	31.0%	0.4%	24.3%	-26.5%	6.5%	63.1%	-8.9%	Oct '25
International Bond	48.47	0.12%	-0.1%	0.3%	-0.2%	0.8%	2.5%	2.9%	0.3%	12.9%	-0.1%	1.7%	17.8%	-0.5%	Oct '25
iShares Latin America	35.58	-3.0%	-2.7%	15.4%	24.9%	45.9%	60.4%	52.7%	16.9%	71.5%	80.6%	102.4%	81.6%	-3.0%	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	632.97	-0.2%	-1.0%	0.7%	2.2%	9.7%	15.8%	17.8%	0.9%	74.1%	91.5%	52.7%	102.3%	-1.1%	Jan '26
US Large Growth	455.41	-0.8%	-3.8%	-3.5%	-4.9%	3.6%	11.4%	18.3%	-3.8%	94.2%	87.6%	51.8%	122.9%	-7.3%	Oct '25
US Large Value	223.13	0.5%	1.7%	5.2%	10.5%	15.6%	17.6%	15.7%	6.1%	47.7%	74.2%	43.4%	74.1%	New Peak	Feb '26

US MidCap Blend	298.48	0.6%	-0.3%	2.0%	4.4%	5.1%	10.2%	11.6%	2.8%	40.6%	49.2%	25.5%	67.4%	-0.9%	Jan '26
US MidCap Growth	271.71	-0.4%	-4.0%	-3.4%	-4.9%	-6.6%	0.6%	10.7%	-2.7%	38.8%	26.9%	11.3%	64.2%	-8.7%	Oct '25
US MidCap Value	189.44	1.3%	2.2%	5.8%	11.4%	14.2%	17.5%	12.1%	6.8%	39.1%	70.6%	38.0%	66.8%	New Peak	Feb '26

US Small Blend	272.73	0.2%	-0.2%	4.3%	9.0%	13.8%	11.3%	8.9%	5.7%	37.9%	40.0%	27.3%	65.2%	-1.8%	Jan '26
US Small Growth	332.81	-1.7%	-3.4%	1.7%	3.9%	14.5%	12.5%	12.9%	3.0%	40.2%	7.0%	15.5%	64.0%	-5.9%	Jan '26
US Small Value	198.30	0.4%	1.9%	8.4%	14.1%	25.4%	20.6%	12.4%	9.4%	34.5%	49.2%	27.8%	60.9%	-0.3%	Jan '26

Foreign Large Blend	101.99	0.5%	1.0%	5.1%	11.0%	17.4%	33.3%	31.6%	6.2%	57.4%	60.6%	45.7%	102.5%	-0.1%	Jan '26
Foreign Growth	118.18	-0.3%	-1.8%	2.6%	5.2%	10.6%	19.3%	20.7%	3.7%	35.6%	26.5%	14.7%	73.8%	-2.9%	Jan '26
Foreign Value	77.61	1.3%	3.5%	7.5%	16.8%	23.9%	47.6%	42.2%	8.7%	80.5%	99.6%	82.0%	133.5%	New Peak	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	23.16		-0.2%	-1.4%	-1.2%	-1.0%	-0.9%	1.8%	3.6%	-1.1%	21.8%	28.0%	23.9%	29.6%	-1.9%	Jan '26
Ultra Short- Janus AAA CLO	50.69		0.02%	-0.2%	0.2%	1.1%	2.4%	4.7%	5.2%	0.2%	21.3%	24.9%	23.6%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.66		-0.2%	-0.7%	-1.2%	0.4%	2.1%	5.2%	6.9%	-1.1%	24.1%	27.4%	25.5%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.48	p	EOD	0.0%	0.4%	1.8%	3.7%	8.2%	8.9%	0.4%	36.9%	60.9%	47.8%	41.1%	-0.1%	Jan '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	54.46		-0.4%	-0.9%	1.3%	4.0%	9.4%	16.8%	17.7%	2.1%	78.6%	128.6%	90.3%	110.2%	-1.1%	Jan '26
Int’l Min Volatility- Franklin	39.78		1.8%	4.5%	6.7%	15.0%	23.1%	33.8%	27.1%	8.0%	78.1%	126.3%	92.6%	106.8%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.75	p	EOD	0.4%	3.4%	8.5%	16.6%	6.3%	3.0%	6.1%	76.6%	126.0%	98.1%	103.6%	-1.9%	Jan '26
Small Value- Avantis	113.46		1.5%	4.8%	10.0%	17.9%	24.6%	17.8%	7.4%	11.3%	42.5%	92.8%	50.6%	72.8%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	63.28		1.6%	1.8%	4.7%	11.5%	15.4%	11.5%	9.0%	5.2%	34.8%	94.1%	45.3%	57.2%	New Peak	Feb '26
Growth- S&P Momentum	117.29		-1.9%	-1.6%	-2.0%	-1.6%	2.2%	17.5%	26.6%	-1.7%	120.5%	126.7%	90.9%	134.7%	-5.3%	Oct '25
Invesco S&P Quality	78.32		-0.1%	0.7%	3.9%	7.2%	9.8%	13.7%	13.2%	4.4%	74.0%	94.4%	55.2%	104.6%	-0.4%	Feb '26
Rotation Factor- BlackRock	61.11		-0.9%	-1.1%	0.4%	1.6%	10.0%	17.3%	20.0%	0.5%	94.7%	105.2%	69.9%	130.1%	-1.3%	Feb '26
US Min Volatility- Fidelity	68.66		0.6%	0.9%	2.9%	5.1%	9.6%	11.0%	11.8%	2.9%	51.2%	71.2%	39.9%	70.7%	New Peak	Feb '26
Derivative Income- JPMorgan	58.63		0.6%	0.4%	2.3%	5.4%	7.8%	8.1%	8.1%	2.4%	35.3%	59.4%	32.7%	51.4%	New Peak	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	15.88	p	EOD	-0.2%	-0.4%	0.9%	1.1%	5.3%	6.5%	0.4%	27.2%	32.1%	30.1%	29.6%	-1.2%	Aug '25
Multistrategy- AQR	14.31	p	EOD	-0.1%	2.1%	3.3%	9.3%	15.5%	16.4%	2.1%	46.2%	80.3%	67.8%	49.9%	-0.5%	Jan '26
Long Short- AQR	20.94	p	EOD	0.5%	-0.9%	5.0%	13.4%	27.0%	34.4%	-1.0%	109.8%	221.3%	155.5%	143.7%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.83	p	EOD	1.1%	1.7%	6.4%	11.2%	17.1%	18.3%	1.7%	62.8%	71.8%	72.0%	72.6%	-0.2%	Feb '26
Multi Strategy- Variant	26.33	p	EOD	0.2%	-0.1%	1.3%	3.2%	6.4%	7.2%	0.0%	22.0%	48.1%	33.8%	25.5%	-0.1%	Jan '26
Long Short- First Trust	71.42		-0.3%	-0.6%	0.6%	1.1%	7.8%	7.0%	9.1%	0.6%	48.8%	64.3%	44.5%	59.7%	-1.0%	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)	333.60	-1.8%	-0.7%	5.9%	20.3%	71.3%	62.3%	66.0%	6.6%	220.8%	227.3%	131.8%	244.5%	-2.9%	Feb '26
Meta (Communications)	672.43	-2.8%	0.6%	3.4%	7.3%	-13.3%	-4.2%	13.1%	1.9%	263.0%	154.1%	100.0%	431.1%	-14.8%	Aug '25
Amazon (Cyclical)	234.61	-1.7%	-3.5%	3.6%	-5.9%	10.8%	-3.1%	5.2%	1.6%	126.9%	40.9%	37.7%	107.8%	-7.6%	Nov '25
Tesla (Cyclical)	408.86	-3.1%	-5.2%	-6.7%	-8.0%	32.2%	4.2%	11.4%	-9.1%	115.2%	44.3%	2.2%	88.2%	-16.5%	Dec '25
Procter & Gamble (Defensive)	157.18	1.2%	6.7%	10.9%	6.8%	5.0%	-4.6%	-12.3%	9.7%	18.1%	37.2%	6.7%	37.2%	-10.2%	Dec '24
PepsiCo (Defensive)	166.48	2.2%	12.1%	17.0%	17.6%	21.6%	20.7%	-1.8%	16.0%	8.7%	39.1%	9.1%	9.2%	-6.9%	May '23
Coca-Cola (Defensive)	77.49	0.8%	6.1%	12.1%	13.6%	14.0%	27.3%	15.6%	10.8%	41.7%	83.8%	47.2%	54.9%	New Peak	Feb '26
Exxon Mobil (Energy)	147.37	2.5%	7.1%	20.2%	30.2%	39.7%	38.9%	16.0%	22.5%	46.0%	273.1%	167.3%	67.3%	New Peak	Feb '26
Chevron (Energy)	181.67	2.0%	6.9%	16.5%	19.8%	23.0%	24.1%	10.1%	19.2%	21.6%	152.5%	79.0%	31.7%	New Peak	Feb '26
JPMorgan Chase (Financial)	318.53	1.2%	5.9%	-1.7%	3.5%	9.3%	21.3%	37.3%	-0.7%	142.4%	161.6%	119.8%	232.5%	-4.8%	Jan '26
Visa (Financial)	330.23	0.4%	1.0%	-4.7%	-2.8%	-3.1%	-3.6%	11.8%	-5.8%	46.8%	63.6%	53.7%	89.9%	-11.2%	Jun '25
Mastercard (Financial)	554.52	0.7%	6.4%	-1.4%	0.5%	-2.4%	-0.2%	9.0%	-2.7%	50.9%	67.4%	53.3%	99.4%	-7.2%	Aug '25
Bank of America (Financial)	55.67	2.2%	7.5%	-0.5%	4.5%	22.7%	22.0%	28.0%	1.2%	65.3%	93.3%	33.5%	102.9%	-2.8%	Jan '26
UnitedHealth (Health)	276.78	-2.6%	-5.9%	-17.7%	-15.8%	16.4%	-48.0%	-33.1%	-16.2%	-38.1%	-8.8%	-41.0%	-41.3%	-54.5%	Nov '24
Johnson & Johnson (Health)	234.64	0.7%	3.0%	13.2%	26.4%	39.1%	57.5%	47.5%	13.4%	56.2%	67.0%	53.8%	59.0%	New Peak	Feb '26
Eli Lilly (Health)	1112.13	10.8%	8.6%	2.9%	22.8%	45.2%	35.6%	40.2%	3.5%	235.9%	481.3%	324.8%	251.9%	New Peak	Feb '26
Union Pacific (Industrials)	250.70	3.8%	10.1%	8.1%	14.1%	14.3%	5.4%	3.9%	8.4%	27.9%	37.1%	11.0%	40.9%	New Peak	Feb '26
Honeywell (Industrials)	234.79	1.7%	8.4%	19.9%	20.2%	14.1%	13.9%	-6.4%	20.3%	31.1%	37.5%	31.2%	54.5%	New Peak	Feb '26
Nvidia (IT)	175.63	-2.6%	-8.3%	-7.0%	-11.6%	-2.4%	48.1%	38.9%	-5.8%	733.2%	1188.9%	484.2%	1429.1%	-15.2%	Oct '25
Broadcom (IT)	308.67	-3.6%	-7.4%	-11.2%	-12.1%	4.1%	40.0%	50.6%	-10.8%	440.2%	629.1%	402.4%	656.0%	-25.1%	Dec '25
Adobe (IT)	281.08	3.4%	-6.2%	-15.7%	-16.2%	-17.1%	-36.2%	-21.3%	-19.7%	-25.9%	-42.6%	-50.2%	-1.8%	-55.7%	Feb '24
Oracle (IT)	147.56	-4.6%	-14.6%	-24.4%	-40.4%	-41.3%	-11.2%	18.1%	-24.1%	70.7%	149.4%	77.7%	140.7%	-54.9%	Sep '25
salesforce.com (IT)	200.16	1.9%	-12.2%	-21.1%	-21.2%	-20.4%	-41.5%	-20.2%	-24.4%	18.5%	-14.9%	-20.7%	42.4%	-45.2%	Dec '24
Linde PLC (Materials)	474.89	2.4%	5.2%	10.7%	14.0%	2.3%	5.8%	3.2%	11.4%	52.6%	104.2%	48.1%	82.5%	-1.4%	Sep '25
Sherwin-Williams (Materials)	368.46	2.5%	5.4%	12.4%	7.7%	6.4%	4.0%	-3.8%	13.7%	56.6%	62.7%	12.7%	88.3%	-7.0%	Nov '24
American Tower (Real Estate)	175.92	1.6%	-0.9%	0.6%	-1.5%	-15.9%	-1.1%	-0.9%	0.2%	-12.3%	-12.3%	-30.2%	6.7%	-23.8%	Sep '24
Prologis Inc. (Real Estate)	134.93	2.3%	6.1%	4.6%	9.7%	30.4%	18.1%	25.1%	5.7%	12.7%	45.9%	-7.7%	48.7%	New Peak	Feb '26
NextEra Energy (Utilities)	89.86	1.2%	2.6%	11.0%	10.7%	29.3%	32.6%	15.5%	11.9%	31.3%	23.0%	9.3%	35.5%	New Peak	Feb '26
Duke Energy (Utilities)	122.12	0.4%	1.6%	4.0%	-0.5%	0.1%	12.5%	12.7%	4.2%	36.7%	57.5%	38.1%	61.6%	-4.5%	Oct '25

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	15.91	p	EOD	-0.2%	0.9%	1.5%	4.5%	9.0%	9.4%	0.9%	21.5%	11.0%	9.3%	30.9%	-0.3%	Jan '26
Moderate-60% Stock	66.34		-0.09%	-0.5%	1.6%	3.7%	9.0%	16.3%	16.4%	2.0%	43.0%	40.0%	28.2%	62.7%	-0.6%	Jan '26
Mod Agg-80% Stock	52.18	p	EOD	-0.6%	2.3%	4.9%	11.4%	19.8%	19.6%	2.9%	53.8%	52.1%	36.6%	79.5%	-0.7%	Jan '26
Aggressive-90% Stock	31.41	p	EOD	-0.7%	2.9%	6.0%	13.4%	21.6%	20.9%	3.8%	55.5%	54.8%	36.4%	82.2%	-0.8%	Jan '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	73302.57	-3.1%	-17.8%	-18.5%	-27.8%	-36.3%	-25.1%	-6.3%	-16.2%	212.6%	98.5%	57.8%	282.6%	-41.2%	Oct '25
Ethereum	2162.53	-2.9%	-28.1%	-30.8%	-34.3%	-41.9%	-20.9%	-11.0%	-27.1%	29.9%	35.6%	-42.5%	67.0%	-55.2%	Aug '25
BNB	711.51	-5.6%	-21.1%	-19.2%	-24.1%	-7.5%	24.1%	23.1%	-17.6%	114.1%	1172.3%	38.9%	162.6%	-45.7%	Oct '25
Solana	93.12	-4.6%	-25.6%	-29.5%	-40.1%	-45.0%	-55.0%	-34.2%	-25.2%	277.3%	1349.0%	-45.3%	198.8%	-64.4%	Jan '25
Bitcoin ETF	41.67	-3.8%	-17.5%	-18.2%	-27.1%	-36.1%	-25.8%	-6.4%	-16.1%	-	-	-	-	-41.6%	Oct '25
Grayscale Bitcoin (hi fee)	57.33	-3.8%	-17.5%	-18.3%	-27.3%	-36.5%	-26.7%	-7.6%	-16.1%	415.1%	67.2%	85.2%	466.1%	-41.8%	Oct '25
Bloomberg Commodities	21.24	0.3%	-3.7%	8.6%	11.6%	20.4%	18.6%	14.9%	8.8%	26.7%	66.2%	38.1%	19.7%	-4.9%	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	4.91	0.2%	1.1%	1.0%	5.2%	2.5%	3.5%	1.1%	1.5%	35.5%	154.3%	143.8%	26.5%	-3.7%	Oct '23
10yr Treasury rate	4.28	0.02%	0.6%	2.1%	4.5%	1.8%	-5.3%	-9.0%	2.7%	21.0%	275.3%	162.6%	9.6%	-14.3%	Oct '23
5yr Treasury rate	3.83	-0.10%	-0.2%	2.5%	3.6%	2.4%	-11.2%	-15.0%	3.0%	4.6%	735.1%	180.8%	-6.8%	-22.7%	Oct '23
13-week T-bill	3.60	0.1%	0.4%	1.8%	-5.2%	-13.4%	-14.7%	-15.7%	1.4%	-20.5%	11883.3%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	64.34	1.8%	1.8%	12.2%	6.2%	-2.9%	-11.5%	-19.9%	12.1%	-12.3%	14.4%	-15.4%	-26.3%	-31.3%	Sep '23
Gold	4943.90	0.8%	-6.7%	14.6%	25.2%	46.5%	73.3%	64.5%	14.3%	165.4%	176.4%	174.8%	196.0%	-7.0%	Jan '26
EUR/USD	1.18	0.08%	-1.7%	0.5%	2.5%	1.9%	14.3%	12.9%	0.5%	8.3%	-1.9%	3.8%	21.6%	-1.7%	Jan '26
USD/JPY	156.90	0.9%	2.9%	0.1%	1.7%	6.9%	1.0%	-0.4%	0.3%	21.9%	49.4%	36.3%	6.9%	-2.9%	Jul '24
S&P 500 Volatility Index	18.85	4.7%	15.3%	29.9%	-0.8%	7.6%	9.5%	-13.8%	26.1%	2.8%	-13.4%	13.6%	-43.8%	-64.0%	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		-0.01%	0.1%	0.4%	1.2%	2.5%	5.8%	6.1%	0.4%	19.5%	18.3%	17.7%	22.9%	New Peak	Jan '26
Interm Muni- JPMorgan	50.83		0.13%	0.0%	0.6%	1.0%	4.5%	4.3%	4.3%	0.6%	10.4%	5.8%	5.0%	16.6%	New Peak	Jan '26
Interm Bond- Janus MSB	45.63		-0.05%	-0.7%	0.1%	0.6%	3.6%	7.8%	8.8%	-0.1%	12.7%	2.6%	3.4%	20.2%	-0.8%	Jan '26
Interm Bond- Vanguard	77.50		-0.03%	-0.4%	-0.4%	0.1%	1.7%	7.1%	8.5%	-0.5%	12.6%	-0.6%	1.6%	19.4%	-1.0%	Nov '25
Multisector Bond- Intrepid	9.01	p	EOD	-0.2%	0.5%	1.8%	3.9%	7.7%	8.2%	0.5%	30.1%	38.3%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	48.95		-0.05%	-0.4%	0.3%	1.2%	2.7%	7.3%	8.2%	0.5%	17.9%	14.4%	14.3%	28.4%	-0.5%	Jan '26
Long Bond- Vanguard	75.72		-0.1%	-1.0%	-0.1%	-0.6%	2.0%	5.8%	7.2%	-0.2%	8.3%	-11.7%	-11.7%	24.6%	-3.1%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.2%	0.4%	0.2%	4.5%	3.1%	3.3%	0.4%	9.5%	1.7%	0.6%	15.7%	-0.1%	Jan '26
Long Muni- iShares	57.83		0.06%	0.0%	0.6%	1.2%	5.2%	4.4%	3.4%	0.6%	8.9%	2.9%	2.6%	14.5%	-0.1%	Jan '26

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