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S&P 500

Return

77.8%

[

19.7%

annualized]

Dec 30 2022 - Mar 10 2026

-2.2%

Below
Peak
Jan '26

DJIA (Large Value)

Return

45.0%

[

12.3%

annualized]

Dec 30 2022 - Mar 10 2026

-4.2%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

46.6%

[

12.7%

annualized]

Dec 30 2022 - Mar 10 2026

-5.1%

Below
Peak
Jan '26

Performance Range:

As of Mar 10 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	6826.71	0.5%	0.1%	-1.7%	-0.9%	4.5%	21.6%	16.4%	-0.3%	76.8%	75.1%	42.3%	90.8%	-2.2%	Jan '26
DJIA (Large Value)	48074.00	0.7%	-0.9%	-4.2%	0.0%	5.7%	14.7%	13.0%	0.0%	50.7%	48.8%	31.4%	64.6%	-4.2%	Feb '26
Russell 2000 (Small Cap)	2581.28	1.1%	-1.0%	-3.7%	0.8%	8.5%	27.8%	11.3%	4.0%	45.6%	12.9%	13.6%	52.9%	-5.1%	Jan '26
NASDAQ Comp (Tech/Growth)	22838.75	0.6%	1.4%	-1.1%	-3.4%	4.4%	30.7%	20.4%	-1.7%	105.0%	74.8%	44.2%	119.2%	-4.7%	Oct '25
Aggregate Bond	100.27	-0.2%	-0.3%	0.1%	0.8%	1.5%	5.2%	7.2%	0.7%	13.7%	1.6%	1.2%	18.2%	-0.8%	Feb '26
Corp Bond	110.38	-0.4%	-0.4%	-0.1%	0.2%	0.7%	5.8%	7.9%	0.5%	17.3%	1.9%	-0.7%	25.9%	-0.9%	Feb '26
High Yield Bond	80.31	0.2%	0.2%	-0.2%	0.4%	1.8%	7.0%	8.6%	0.1%	29.8%	21.3%	16.5%	36.4%	-0.6%	Jan '26
Preferred	31.22	0.2%	-0.2%	-0.9%	0.8%	-0.1%	6.6%	4.9%	0.9%	20.0%	9.7%	2.2%	25.4%	-2.2%	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	50.22	0.5%	-3.3%	-5.1%	14.1%	11.8%	19.1%	9.9%	10.7%	36.2%	42.1%	21.8%	56.4%	-6.3%	Feb '26
Consumer Discretionary/Cyclical	115.27	0.6%	0.8%	-2.6%	-3.5%	-0.6%	17.2%	7.4%	-3.5%	71.1%	46.5%	13.4%	70.6%	-7.4%	Jan '26
Financial Services	50.54	0.4%	-1.3%	-5.6%	-5.9%	-4.3%	6.7%	14.9%	-7.7%	61.0%	59.6%	36.9%	76.1%	-10.4%	Jan '26
Real Estate	94.23	0.5%	-1.2%	0.4%	6.6%	4.8%	7.0%	3.3%	6.5%	31.5%	27.3%	-4.2%	40.5%	-1.8%	Mar '26
Communication Services	117.80	0.2%	-0.1%	0.2%	0.9%	3.5%	21.9%	23.1%	0.1%	132.8%	68.3%	57.0%	156.0%	-1.9%	Jan '26
Energy	55.66	-1.2%	-1.5%	3.9%	21.5%	27.1%	30.6%	7.9%	24.5%	49.1%	151.3%	124.2%	55.3%	-2.4%	Mar '26
Industrials	171.78	0.5%	-2.1%	-1.2%	10.4%	14.3%	31.8%	19.3%	10.7%	81.6%	94.3%	74.3%	113.2%	-4.0%	Mar '26
Technology	140.91	0.8%	2.5%	-1.2%	-5.1%	4.6%	35.5%	24.6%	-2.1%	112.1%	126.1%	65.7%	147.8%	-7.2%	Oct '25
Consumer Staples/Defensive	86.38	0.5%	-1.6%	-0.9%	11.3%	9.7%	7.3%	1.5%	11.2%	31.7%	49.7%	24.6%	39.4%	-4.0%	Feb '26
Healthcare	154.29	0.02%	-1.6%	-0.7%	1.8%	13.3%	6.3%	14.5%	-0.3%	30.6%	47.0%	18.1%	33.5%	-3.7%	Feb '26
Utilities	46.92	0.1%	-0.3%	6.1%	10.6%	12.5%	23.5%	16.0%	9.9%	59.7%	76.9%	49.5%	68.6%	-1.7%	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	144.26	0.8%	0.4%	-2.1%	1.9%	7.6%	26.0%	22.4%	2.0%	76.2%	67.4%	45.6%	97.8%	-3.0%	Feb '26
MSCI Emerging Markets	59.54	1.9%	1.9%	-1.7%	9.5%	17.2%	40.6%	34.0%	8.8%	69.5%	25.6%	33.5%	88.0%	-6.0%	Feb '26
FTSE Europe	85.47	1.0%	-0.2%	-4.2%	4.4%	9.8%	23.3%	35.8%	2.2%	60.7%	59.4%	41.5%	107.4%	-5.5%	Feb '26
MSCI Japan	87.46	2.1%	0.7%	-6.1%	8.2%	13.0%	33.2%	25.9%	8.3%	68.4%	44.5%	44.4%	96.6%	-6.9%	Feb '26
MSCI India	50.31	0.7%	0.2%	-6.4%	-5.7%	-5.4%	4.0%	2.7%	-6.9%	29.1%	25.2%	9.0%	25.3%	-14.4%	Sep '24
MSCI China	59.12	2.5%	3.9%	-4.6%	-3.2%	-4.3%	10.3%	31.0%	-1.6%	37.0%	-20.4%	4.4%	59.9%	-10.7%	Oct '25
International Bond	48.56	0.11%	-0.5%	0.0%	0.8%	1.0%	4.4%	2.9%	0.7%	14.3%	1.6%	2.1%	18.2%	-1.1%	Feb '26
iShares Latin America	35.20	2.3%	2.0%	-3.5%	17.1%	30.5%	64.7%	52.7%	15.6%	76.0%	84.0%	100.2%	79.6%	-5.7%	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	626.80	0.5%	0.2%	-1.5%	-0.6%	5.1%	23.1%	17.8%	-0.1%	84.2%	88.0%	51.2%	100.3%	-2.0%	Jan '26
US Large Growth	454.00	0.3%	1.2%	-1.2%	-5.2%	-0.3%	25.3%	18.3%	-4.1%	106.1%	97.3%	51.3%	122.2%	-7.6%	Oct '25
US Large Value	219.90	0.5%	-1.1%	-2.0%	4.5%	10.3%	19.8%	15.7%	4.5%	57.5%	61.0%	41.4%	71.5%	-2.5%	Feb '26

US MidCap Blend	298.34	0.1%	-1.1%	-1.3%	1.4%	3.7%	17.7%	11.6%	2.8%	53.4%	46.7%	25.5%	67.3%	-2.8%	Feb '26
US MidCap Growth	274.41	-0.10%	-0.2%	-0.4%	-3.8%	-5.2%	14.0%	10.7%	-1.7%	52.0%	34.7%	12.4%	65.9%	-7.8%	Oct '25
US MidCap Value	187.95	0.3%	-1.8%	-1.8%	5.3%	10.5%	19.5%	12.1%	6.0%	52.0%	55.9%	36.9%	65.5%	-3.4%	Feb '26

US Small Blend	269.51	0.6%	-1.6%	-3.4%	2.7%	7.0%	22.7%	8.9%	4.5%	51.7%	34.5%	25.8%	63.3%	-3.7%	Feb '26
US Small Growth	328.83	1.0%	-0.8%	-3.6%	-1.5%	6.5%	28.4%	12.9%	1.8%	52.9%	10.7%	14.1%	62.0%	-7.0%	Jan '26
US Small Value	193.00	0.9%	-1.6%	-3.9%	3.4%	11.7%	29.7%	12.4%	6.5%	48.3%	28.4%	24.3%	56.6%	-4.0%	Feb '26

Foreign Large Blend	100.25	1.3%	0.2%	-3.8%	5.8%	10.5%	26.0%	31.6%	4.4%	60.9%	54.9%	43.2%	99.1%	-5.1%	Feb '26
Foreign Growth	117.39	1.3%	0.6%	-3.8%	3.4%	6.1%	18.1%	20.7%	3.0%	41.7%	28.6%	13.9%	72.6%	-4.9%	Feb '26
Foreign Value	75.53	1.2%	-0.3%	-4.0%	8.1%	14.5%	33.8%	42.2%	5.8%	80.7%	82.9%	77.2%	127.2%	-5.5%	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	22.95		0.3%	1.5%	-0.3%	-2.0%	-2.0%	1.9%	3.6%	-1.5%	21.8%	27.1%	23.5%	29.2%	-2.2%	Jan '26
Ultra Short- Janus AAA CLO	50.49		0.09%	0.1%	0.0%	0.8%	1.8%	4.7%	5.2%	0.2%	20.9%	24.6%	23.5%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.55		0.2%	1.5%	-0.1%	-0.7%	1.3%	5.5%	6.9%	-1.2%	24.7%	27.8%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.2%	0.2%	1.2%	3.3%	7.7%	8.9%	0.7%	36.4%	60.0%	48.2%	41.5%	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	53.56		0.6%	0.0%	-2.6%	0.3%	4.6%	25.1%	17.7%	0.4%	87.0%	107.4%	87.2%	106.8%	-2.9%	Feb '26
Int’l Min Volatility- Franklin	39.82		0.5%	-1.6%	-0.9%	9.5%	17.9%	29.6%	27.1%	8.1%	80.0%	115.5%	92.9%	107.1%	-4.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.40	p	EOD	-3.4%	-7.4%	-1.9%	1.3%	13.3%	3.0%	0.5%	69.7%	94.5%	87.7%	92.9%	-7.8%	Feb '26
Small Value- Avantis	109.48		0.4%	-2.5%	-4.4%	4.3%	10.3%	28.4%	7.4%	7.4%	52.6%	60.3%	45.3%	66.7%	-5.2%	Feb '26
Mid Value- Pacer Cash Cows	63.30		-0.3%	-1.7%	-1.0%	4.5%	11.5%	15.5%	9.0%	5.2%	46.5%	79.1%	45.4%	57.3%	-2.5%	Feb '26
Growth- S&P Momentum	120.01		0.6%	0.7%	-0.6%	-1.0%	0.8%	31.3%	26.6%	0.6%	134.0%	147.3%	95.4%	140.1%	-3.1%	Oct '25
Invesco S&P Quality	78.79		0.9%	-0.6%	-0.9%	4.8%	10.0%	18.8%	13.2%	5.0%	83.7%	95.8%	56.2%	105.8%	-2.7%	Feb '26
Rotation Factor- BlackRock	60.88		0.8%	0.5%	-1.5%	-0.4%	5.6%	26.6%	20.0%	0.1%	107.6%	101.4%	69.2%	129.3%	-1.7%	Feb '26
US Min Volatility- Fidelity	67.52		0.12%	-0.6%	-1.2%	1.0%	4.2%	11.8%	11.8%	1.2%	57.1%	68.7%	37.6%	67.8%	-1.6%	Feb '26
Derivative Income- JPMorgan	58.60		0.4%	-0.4%	-0.5%	3.4%	6.4%	10.4%	8.1%	3.0%	41.6%	57.7%	33.4%	52.2%	-1.6%	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	16.17	p	EOD	0.4%	0.7%	2.1%	1.3%	7.2%	6.5%	2.3%	26.3%	35.0%	32.4%	32.0%	-0.3%	Mar '26
Multistrategy- AQR	14.37	p	EOD	-0.6%	0.2%	3.8%	6.5%	14.3%	16.4%	2.6%	42.0%	77.5%	68.5%	50.6%	-1.6%	Feb '26
Long Short- AQR	20.60	p	EOD	-0.8%	-1.2%	-0.9%	6.9%	24.3%	34.4%	-2.6%	99.1%	194.5%	151.3%	139.7%	-3.2%	Dec '25
Mkt Neutral- BlackRock	14.99	p	EOD	0.3%	2.4%	3.9%	7.3%	18.5%	18.3%	2.8%	64.4%	68.5%	73.8%	74.4%	New Peak	Mar '26
Multi Strategy- Variant	26.54	p	EOD	0.2%	0.7%	1.3%	3.5%	6.7%	7.2%	0.8%	22.1%	47.8%	34.9%	26.5%	New Peak	Mar '26
Long Short- First Trust	71.04		0.3%	0.4%	-0.3%	-0.1%	5.1%	12.1%	9.1%	0.1%	51.7%	64.4%	43.7%	58.9%	-1.5%	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)	308.02	0.5%	1.5%	-3.3%	-3.8%	28.9%	86.2%	66.0%	-1.6%	242.4%	204.8%	114.0%	218.1%	-10.4%	Feb '26
Meta (Communications)	658.06	1.6%	0.5%	-1.9%	1.3%	-12.4%	10.4%	13.1%	-0.3%	269.1%	150.2%	95.7%	419.7%	-16.6%	Aug '25
Amazon (Cyclical)	214.87	0.6%	2.9%	3.8%	-7.3%	-6.7%	10.5%	5.2%	-6.9%	136.8%	40.5%	26.1%	90.3%	-15.4%	Nov '25
Tesla (Cyclical)	401.35	0.7%	2.3%	-5.6%	-11.1%	15.4%	80.7%	11.4%	-10.8%	131.4%	80.2%	0.4%	84.7%	-18.1%	Dec '25
Procter & Gamble (Defensive)	157.01	1.2%	-1.7%	-1.3%	13.1%	1.2%	-8.5%	-12.3%	10.3%	23.6%	39.9%	7.3%	38.1%	-9.7%	Dec '24
PepsiCo (Defensive)	162.75	0.8%	-0.4%	-1.7%	9.7%	16.2%	8.3%	-1.8%	14.4%	4.7%	42.3%	7.6%	7.7%	-8.2%	May '23
Coca-Cola (Defensive)	78.32	0.7%	-1.3%	2.0%	11.6%	17.2%	12.8%	15.6%	12.0%	44.8%	77.0%	48.8%	56.6%	-4.0%	Feb '26
Exxon Mobil (Energy)	148.16	-1.5%	-2.4%	-1.6%	24.8%	33.7%	37.1%	16.0%	23.9%	52.2%	190.5%	170.6%	69.3%	-4.1%	Feb '26
Chevron (Energy)	186.42	-1.6%	-1.2%	3.3%	24.3%	20.6%	23.6%	10.1%	23.5%	32.6%	106.1%	85.5%	36.5%	-1.9%	Mar '26
JPMorgan Chase (Financial)	291.73	0.6%	-2.8%	-8.3%	-5.5%	-2.0%	28.2%	37.3%	-9.1%	134.4%	113.5%	101.3%	204.5%	-12.8%	Jan '26
Visa (Financial)	316.43	0.1%	-1.4%	-3.6%	-2.7%	-6.0%	-6.6%	11.8%	-9.6%	49.8%	47.1%	47.6%	82.4%	-14.7%	Jun '25
Mastercard (Financial)	516.91	-0.2%	-1.4%	-4.3%	-3.9%	-10.5%	-3.2%	9.0%	-9.3%	51.5%	39.3%	42.9%	85.9%	-13.5%	Aug '25
Bank of America (Financial)	49.04	2.4%	-1.3%	-11.0%	-8.8%	-1.1%	25.9%	28.0%	-10.3%	75.1%	48.2%	18.2%	79.7%	-13.8%	Jan '26
UnitedHealth (Health)	283.46	-0.6%	-2.0%	3.7%	-13.7%	-17.2%	-39.8%	-33.1%	-14.1%	-35.2%	-12.0%	-39.6%	-39.9%	-53.4%	Nov '24
Johnson & Johnson (Health)	244.66	0.9%	-0.8%	3.2%	19.1%	40.8%	50.0%	47.5%	18.9%	76.5%	77.0%	61.2%	66.7%	-1.6%	Mar '26
Eli Lilly (Health)	1006.16	-0.2%	-0.2%	-1.7%	1.4%	33.8%	22.2%	40.2%	-6.2%	226.6%	414.8%	285.0%	218.9%	-9.2%	Nov '25
Union Pacific (Industrials)	253.33	-0.11%	-4.7%	-2.6%	8.2%	19.0%	4.4%	3.9%	10.1%	38.4%	33.0%	12.8%	43.1%	-5.1%	Mar '26
Honeywell (Industrials)	244.25	2.8%	0.2%	0.9%	27.8%	23.8%	23.8%	-6.4%	25.8%	42.9%	34.9%	37.1%	61.6%	-1.5%	Mar '26
Nvidia (IT)	185.47	1.5%	3.0%	-1.6%	0.9%	4.6%	73.4%	38.9%	-0.6%	708.3%	1391.2%	516.9%	1514.8%	-10.4%	Oct '25
Broadcom (IT)	345.36	-0.11%	10.0%	1.4%	-16.2%	-6.2%	88.9%	50.6%	-0.2%	487.5%	777.3%	462.1%	745.9%	-16.2%	Dec '25
Adobe (IT)	274.94	-2.7%	1.5%	3.9%	-19.9%	-21.5%	-36.8%	-21.3%	-21.4%	-16.5%	-37.1%	-51.3%	-3.9%	-56.7%	Feb '24
Oracle (IT)	151.25	-0.2%	1.5%	-5.4%	-32.0%	-53.7%	2.7%	18.1%	-22.2%	86.5%	124.6%	82.2%	146.8%	-53.7%	Sep '25
salesforce.com (IT)	195.24	-1.8%	-0.4%	0.9%	-26.0%	-19.2%	-28.0%	-20.2%	-26.3%	14.1%	-6.8%	-22.6%	38.9%	-46.5%	Dec '24
Linde PLC (Materials)	481.62	-0.4%	-4.0%	4.6%	22.6%	2.3%	5.6%	3.2%	13.0%	46.7%	93.4%	50.2%	85.1%	-5.4%	Mar '26
Sherwin-Williams (Materials)	334.86	0.4%	-4.0%	-8.0%	2.9%	-5.9%	-5.6%	-3.8%	3.6%	60.6%	48.7%	2.7%	71.5%	-15.3%	Nov '24
American Tower (Real Estate)	186.90	0.1%	-1.8%	4.7%	4.7%	-1.7%	-9.2%	-0.9%	6.5%	8.1%	5.9%	-25.9%	13.4%	-19.0%	Sep '24
Prologis Inc. (Real Estate)	137.51	1.7%	-2.5%	-2.1%	6.8%	26.0%	20.8%	25.1%	7.7%	29.2%	61.9%	-6.0%	51.6%	-3.7%	Mar '26
NextEra Energy (Utilities)	91.80	-0.2%	-0.9%	1.8%	13.7%	31.0%	24.1%	15.5%	15.1%	37.3%	40.3%	12.4%	39.3%	-3.4%	Feb '26
Duke Energy (Utilities)	130.35	-0.6%	-0.8%	6.3%	15.3%	9.3%	13.9%	12.7%	12.2%	57.8%	74.3%	48.6%	74.0%	-1.6%	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	15.94	p	EOD	-0.4%	-0.6%	1.3%	2.8%	9.3%	9.4%	1.1%	24.6%	12.7%	9.5%	31.2%	-1.4%	Feb '26
Moderate-60% Stock	66.20		0.5%	0.1%	-1.3%	1.9%	5.6%	17.8%	16.4%	1.8%	48.4%	39.7%	27.9%	62.4%	-2.1%	Feb '26
Mod Agg-80% Stock	51.52	p	EOD	-0.7%	-2.4%	1.6%	6.2%	21.9%	19.6%	1.6%	60.3%	50.1%	34.9%	77.2%	-3.3%	Feb '26
Aggressive-90% Stock	30.80	p	EOD	-0.8%	-3.0%	1.9%	7.2%	24.7%	20.9%	1.8%	61.6%	52.0%	33.8%	78.7%	-4.2%	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	70784.08	3.5%	3.6%	2.9%	-23.1%	-37.9%	-9.9%	-6.3%	-19.1%	250.6%	26.4%	52.4%	269.5%	-43.3%	Oct '25
Ethereum	2068.71	3.8%	4.3%	2.4%	-37.8%	-52.4%	11.2%	-11.0%	-30.3%	44.8%	15.0%	-45.0%	59.8%	-57.2%	Aug '25
BNB	646.32	1.9%	2.0%	4.3%	-27.8%	-27.7%	21.5%	23.1%	-25.1%	133.0%	131.4%	26.2%	138.5%	-50.7%	Oct '25
Solana	87.94	3.5%	1.1%	6.1%	-35.6%	-60.7%	-25.7%	-34.2%	-29.4%	382.0%	518.0%	-48.4%	182.2%	-66.4%	Jan '25
Bitcoin ETF	40.12	2.5%	3.7%	3.0%	-23.6%	-37.8%	-10.7%	-6.4%	-19.2%	-	-	-	-	-43.7%	Oct '25
Grayscale Bitcoin (hi fee)	55.14	2.5%	3.7%	2.8%	-23.8%	-38.2%	-11.7%	-7.6%	-19.3%	443.5%	21.1%	78.1%	444.5%	-44.0%	Oct '25
Bloomberg Commodities	23.00	-0.6%	3.4%	9.1%	17.1%	26.2%	27.6%	14.9%	17.8%	40.1%	73.1%	49.6%	29.7%	-2.1%	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	4.76	0.4%	1.2%	-0.6%	-0.8%	1.8%	4.9%	1.1%	-1.7%	28.6%	112.2%	136.1%	22.6%	-6.7%	Oct '23
10yr Treasury rate	4.13	-0.3%	1.7%	-0.5%	-0.9%	2.3%	-2.1%	-9.0%	-0.9%	11.6%	171.4%	153.4%	5.7%	-17.3%	Oct '23
5yr Treasury rate	3.70	-0.9%	2.0%	0.1%	-1.4%	3.4%	-6.8%	-15.0%	-0.5%	-6.3%	367.6%	171.3%	-9.9%	-25.4%	Oct '23
13-week T-bill	3.60	0.06%	0.0%	0.1%	0.1%	-8.5%	-14.1%	-15.7%	1.4%	-25.2%	11883.3%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	80.47	-15.1%	7.9%	25.8%	37.6%	26.4%	21.9%	-19.9%	40.1%	4.9%	24.9%	5.8%	-7.8%	-15.1%	Mar '26
Gold	5233.40	2.8%	2.5%	4.6%	24.7%	43.6%	81.0%	64.5%	21.0%	181.1%	204.0%	190.8%	213.3%	-1.6%	Jan '26
USD/EUR	0.86	-1.0%	0.5%	2.3%	-0.1%	0.5%	-6.7%	-11.4%	0.9%	-9.1%	2.2%	-2.3%	-16.6%	-12.0%	Jan '25
USD/JPY	157.71	-0.5%	0.3%	1.0%	0.6%	7.0%	6.8%	-0.4%	0.8%	15.6%	45.2%	37.0%	7.5%	-2.4%	Jul '24
S&P 500 Volatility Index	22.63	-11.3%	-4.0%	27.2%	43.5%	47.4%	-18.8%	-13.8%	51.4%	-8.8%	0.3%	36.3%	-32.6%	-56.8%	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	50.83		-0.4%	-0.4%	-0.1%	0.7%	1.7%	4.9%	6.1%	0.4%	19.6%	18.6%	17.7%	23.0%	-0.5%	Feb '26
Interm Muni- JPMorgan	50.71		-0.05%	-0.1%	-0.2%	1.0%	2.4%	3.9%	4.3%	0.7%	12.2%	7.3%	5.0%	16.6%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.94		0.08%	-0.2%	0.3%	1.4%	2.8%	6.6%	8.8%	1.0%	16.2%	4.3%	4.5%	21.5%	-0.8%	Feb '26
Interm Bond- Vanguard	78.04		-0.2%	-0.4%	0.2%	0.7%	1.2%	6.1%	8.5%	0.5%	15.6%	3.0%	2.7%	20.6%	-0.9%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	-0.1%	-0.9%	0.3%	1.3%	6.1%	8.2%	-0.4%	28.7%	35.0%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	48.56		0.3%	-0.4%	-0.8%	0.7%	1.3%	6.4%	8.2%	0.1%	18.8%	15.4%	13.9%	27.9%	-1.3%	Feb '26
Long Bond- Vanguard	75.96		-0.8%	-0.8%	-0.4%	-0.3%	-0.2%	4.8%	7.2%	0.6%	13.5%	-6.3%	-11.1%	25.5%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	-0.3%	-0.3%	1.0%	2.4%	2.8%	3.3%	0.5%	11.7%	3.4%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.65		-0.13%	-0.2%	-0.4%	1.0%	2.8%	4.0%	3.4%	0.6%	10.3%	4.1%	2.6%	14.5%	-1.1%	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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