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S&P 500

Return

93.5%

[

20.2%

annualized]

Dec 30 2022 - Jul 28 2026

DJIA (Large Value)

Return

59.1%

[

13.9%

annualized]

Dec 30 2022 - Jul 28 2026

Russell 2000 (Small Cap)

Return

67.7%

[

15.5%

annualized]

Dec 30 2022 - Jul 28 2026

Performance Range:

As of Jul 28 05:50 PM EDT, next update at 06:00 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	7428.78	0.2%	-1.1%	1.0%	4.1%	6.5%	16.3%	16.4%	8.5%	62.1%	68.8%	54.9%	107.7%	-2.4%	Jun '26
DJIA (Large Value)	52747.32	1.0%	1.0%	1.7%	7.3%	7.6%	17.6%	13.0%	9.7%	48.8%	51.0%	44.2%	80.6%	-0.6%	Jul '26
Russell 2000 (Small Cap)	2953.80	0.2%	-1.1%	-1.9%	7.2%	11.3%	30.9%	11.3%	19.0%	49.1%	32.8%	30.0%	75.0%	-2.3%	Jun '26
NASDAQ Comp (Tech/Growth)	24876.91	-0.2%	-3.7%	-1.7%	0.9%	4.3%	17.5%	20.4%	7.0%	73.8%	68.5%	57.1%	138.8%	-8.2%	Jun '26
Aggregate Bond	97.92	0.2%	0.2%	-1.4%	-1.2%	-0.9%	2.9%	7.2%	-0.7%	11.6%	-2.1%	-0.2%	16.6%	-2.5%	Feb '26
Corp Bond	106.83	0.3%	0.0%	-2.4%	-1.9%	-2.0%	2.0%	7.9%	-1.6%	12.6%	-5.4%	-2.8%	23.2%	-3.3%	Feb '26
High Yield Bond	79.42	0.2%	-0.3%	-0.5%	-0.7%	0.0%	3.7%	8.6%	0.5%	24.7%	18.2%	17.0%	37.0%	-1.1%	May '26
Preferred	30.36	0.3%	0.1%	0.0%	-2.5%	-3.0%	2.0%	4.9%	-0.4%	16.5%	3.0%	0.8%	23.8%	-4.3%	May '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	52.34	1.8%	4.5%	1.4%	1.8%	5.3%	16.6%	9.9%	15.9%	29.5%	39.1%	27.5%	63.7%	-2.0%	Feb '26
Consumer Discretionary/Cyclical	112.48	1.5%	-2.1%	-1.7%	-3.9%	-7.4%	0.0%	7.4%	-5.6%	33.2%	28.4%	10.9%	66.8%	-9.5%	Jan '26
Financial Services	57.60	1.3%	2.7%	7.5%	11.1%	9.3%	9.8%	14.9%	5.7%	70.9%	71.9%	56.8%	101.8%	NewNew Peak	Jul '26
Real Estate	100.95	0.4%	1.4%	2.3%	5.5%	14.1%	15.2%	3.3%	15.3%	33.0%	14.2%	3.7%	52.2%	NewNew Peak	Jul '26
Communication Services	109.67	1.9%	-0.3%	3.3%	-5.3%	-5.8%	3.5%	23.1%	-6.5%	64.4%	37.8%	46.6%	139.1%	-8.4%	Jan '26
Energy	57.57	-1.4%	-1.6%	6.9%	-0.2%	15.8%	33.8%	7.9%	29.6%	46.5%	175.6%	133.4%	61.7%	-8.0%	Mar '26
Industrials	182.49	-0.4%	2.1%	0.7%	6.7%	11.5%	19.3%	19.3%	18.0%	72.5%	91.0%	85.7%	127.1%	-1.7%	Jul '26
Technology	171.09	-1.8%	-5.4%	-5.5%	8.4%	14.8%	30.1%	24.6%	19.0%	95.9%	132.2%	101.4%	201.2%	-13.7%	Jun '26
Consumer Staples/Defensive	87.06	2.0%	3.6%	2.8%	4.8%	6.4%	10.2%	1.5%	12.7%	23.2%	38.8%	26.3%	41.3%	-2.7%	Feb '26
Healthcare	167.26	2.4%	4.4%	4.3%	16.3%	8.8%	25.2%	14.5%	8.5%	29.5%	37.1%	28.5%	45.4%	NewNew Peak	Jul '26
Utilities	45.52	-0.4%	1.3%	-1.5%	-1.6%	5.8%	11.2%	16.0%	7.4%	47.6%	58.4%	46.0%	64.7%	-4.0%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	154.54	-0.05%	-1.1%	0.2%	3.3%	5.2%	18.7%	22.4%	9.2%	62.7%	64.1%	55.9%	111.9%	-3.4%	Jun '26
MSCI Emerging Markets	62.36	-2.0%	-4.6%	-7.2%	-1.0%	2.7%	28.6%	34.0%	14.0%	59.0%	34.7%	39.8%	96.9%	-12.4%	Jun '26
FTSE Europe	89.23	0.4%	0.5%	2.4%	3.6%	2.0%	17.1%	35.8%	7.2%	52.4%	52.2%	48.4%	117.5%	-0.9%	Feb '26
MSCI Japan	89.83	-1.8%	-3.1%	-3.2%	2.6%	5.4%	25.5%	25.9%	11.3%	53.1%	48.9%	48.3%	102.0%	-7.4%	Jun '26
MSCI India	49.38	1.0%	1.2%	-0.4%	0.3%	-4.1%	-7.2%	2.7%	-8.6%	11.8%	19.5%	7.0%	22.9%	-16.0%	Sep '24
MSCI China	54.41	0.3%	0.8%	7.8%	-4.1%	-14.9%	-6.2%	31.0%	-9.4%	17.9%	-15.6%	-3.9%	47.1%	-17.8%	Oct '25
International Bond	47.99	0.1%	0.3%	-1.1%	0.2%	-0.2%	1.3%	2.9%	0.2%	12.0%	-0.3%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	34.88	0.2%	0.5%	3.2%	-4.1%	-4.6%	43.0%	52.7%	14.5%	42.9%	60.2%	98.4%	78.0%	-8.5%	Apr '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	680.96	0.2%	-1.0%	1.6%	4.1%	6.8%	17.3%	17.8%	8.9%	68.2%	80.6%	64.8%	118.3%	-2.5%	Jun '26
US Large Growth	116.48	-0.6%	-4.0%	-2.2%	-2.2%	-1.5%	6.5%	19.8%	-1.5%	73.2%	85.2%	67.7%	142.1%	-9.5%	Jun '26
US Large Value	252.04	0.9%	1.9%	3.8%	11.0%	15.4%	28.8%	15.7%	20.3%	63.2%	73.6%	62.6%	97.4%	NewNew Peak	Jul '26

US MidCap Blend	81.35	0.4%	1.1%	1.7%	7.0%	9.1%	16.7%	17.0%	12.5%	68.8%	79.8%	65.9%	114.5%	NewNew Peak	Jul '26
US MidCap Growth	293.80	-0.3%	-1.1%	-1.6%	5.6%	4.1%	0.8%	10.7%	5.5%	41.8%	26.1%	20.5%	77.9%	-4.2%	Jun '26
US MidCap Value	207.46	1.0%	2.7%	4.2%	8.0%	12.6%	24.4%	12.1%	17.6%	54.3%	64.3%	51.9%	83.7%	NewNew Peak	Jul '26

US Small Blend	297.96	0.4%	0.3%	-0.5%	6.2%	9.5%	22.5%	8.9%	15.9%	49.8%	44.9%	39.7%	81.3%	-1.7%	Jun '26
US Small Growth	371.67	-0.5%	-2.6%	-4.3%	5.7%	7.9%	26.9%	12.9%	15.1%	51.0%	27.7%	29.0%	83.2%	-5.7%	Jun '26
US Small Value	224.11	0.9%	0.5%	1.2%	8.3%	15.5%	37.3%	12.4%	24.0%	57.6%	54.1%	44.8%	82.4%	NewNew Peak	Jul '26

Foreign Large Blend	103.89	-0.02%	-0.2%	1.3%	2.9%	2.9%	18.5%	31.6%	8.2%	51.0%	51.0%	48.4%	106.3%	-1.7%	Feb '26
Foreign Growth	119.32	-0.3%	-1.4%	-2.0%	1.7%	-0.8%	9.9%	20.7%	4.7%	29.5%	18.7%	15.8%	75.4%	-4.9%	Jun '26
Foreign Value	79.70	0.2%	0.9%	4.7%	4.0%	6.3%	27.0%	42.2%	11.6%	73.9%	88.2%	87.0%	139.8%	-0.3%	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	23.04		0.11%	0.0%	0.9%	0.1%	0.5%	0.9%	3.6%	0.7%	18.5%	28.6%	26.2%	32.0%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.65		-0.02%	0.1%	0.0%	0.4%	1.3%	4.0%	5.2%	1.7%	18.9%	25.9%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.40		0.05%	0.0%	0.5%	-0.7%	-0.4%	2.4%	6.9%	-0.8%	20.3%	27.8%	25.9%	32.2%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.9%	6.8%	8.9%	3.3%	33.7%	58.1%	52.0%	45.2%	NewNew Peak	Jul '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	58.26		0.3%	-1.2%	1.2%	2.8%	6.2%	16.5%	17.7%	9.4%	73.6%	113.3%	104.1%	125.4%	-2.1%	Jul '26
Int’l Min Volatility- Franklin	42.80		0.6%	1.8%	5.3%	5.3%	12.9%	32.2%	27.1%	16.7%	79.7%	115.9%	108.1%	123.4%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.14	p	EOD	-0.8%	-2.4%	3.6%	9.7%	21.9%	3.0%	15.9%	67.6%	121.3%	116.5%	122.5%	-5.2%	Jun '26
Small Value- Avantis	126.19		0.6%	0.1%	1.0%	5.7%	16.8%	33.9%	7.4%	24.1%	58.0%	87.4%	67.9%	92.7%	NewNew Peak	Jul '26
Mid Value- Pacer Cash Cows	67.52		2.4%	4.6%	7.1%	8.0%	9.0%	20.4%	9.0%	12.6%	40.6%	70.7%	55.6%	68.3%	NewNew Peak	Jul '26
Growth- S&P Momentum	140.95		-2.6%	-5.8%	-8.6%	8.5%	18.6%	23.1%	26.6%	18.5%	154.3%	145.4%	130.1%	182.8%	-12.8%	Jun '26
Invesco S&P Quality	84.52		-0.6%	-1.4%	-2.7%	6.0%	9.1%	17.4%	13.2%	13.0%	67.6%	82.2%	68.2%	121.7%	-6.2%	Jun '26
Rotation Factor- BlackRock	66.85		-0.2%	-1.4%	1.0%	5.1%	8.5%	20.1%	20.0%	10.2%	84.4%	98.8%	86.3%	152.4%	-1.9%	Jul '26
US Min Volatility- Fidelity	71.58		1.4%	2.6%	5.4%	5.1%	5.7%	13.7%	11.8%	7.7%	45.7%	57.2%	46.5%	78.7%	NewNew Peak	Jul '26
Derivative Income- JPMorgan	57.48		0.7%	1.5%	2.4%	1.4%	1.1%	7.4%	8.1%	3.2%	28.7%	41.6%	33.6%	52.5%	-2.0%	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	17.37	p	EOD	-0.5%	1.0%	2.4%	9.2%	10.5%	6.5%	9.9%	30.6%	44.5%	42.3%	41.8%	-0.5%	Jul '26
Multistrategy- AQR	14.78	p	EOD	-0.2%	1.8%	1.3%	3.1%	14.1%	16.4%	5.5%	45.8%	76.6%	73.3%	54.9%	-0.9%	Jun '26
Long Short- AQR	21.03	p	EOD	-0.2%	3.7%	2.9%	1.0%	15.7%	34.4%	-0.6%	92.1%	181.2%	156.6%	144.7%	-1.2%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	0.0%	2.3%	5.9%	11.7%	25.2%	18.3%	12.4%	76.0%	85.5%	90.0%	90.7%	-0.7%	Jun '26
Multi Strategy- Variant	25.93	p	EOD	0.0%	0.6%	1.3%	3.2%	6.5%	7.2%	3.1%	20.7%	42.9%	37.9%	29.3%	NewNew Peak	Jul '26
Long Short- First Trust	75.07		0.07%	-0.1%	2.7%	3.0%	4.6%	13.3%	9.1%	5.8%	44.1%	61.2%	52.0%	68.1%	-0.3%	Jul '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)	333.71	2.2%	-3.9%	-1.1%	-4.6%	-0.6%	73.7%	66.0%	6.7%	153.8%	147.2%	132.1%	244.9%	-17.1%	May '26
Meta (Communications)	593.41	-0.08%	-7.8%	7.8%	-11.6%	-11.2%	-17.1%	13.1%	-10.0%	83.7%	60.2%	76.7%	369.1%	-24.7%	Aug '25
Amazon (Cyclical)	230.86	-0.2%	-6.7%	-0.8%	-11.1%	-5.0%	-0.8%	5.2%	0.0%	74.6%	27.2%	35.5%	104.5%	-16.0%	May '26
Tesla (Cyclical)	307.44	-0.6%	-18.9%	-19.0%	-18.2%	-28.7%	-5.6%	11.4%	-31.6%	15.4%	42.6%	-23.1%	41.5%	-37.2%	Dec '25
Procter & Gamble (Defensive)	148.88	0.2%	1.3%	-0.1%	-0.2%	1.8%	-3.2%	-12.3%	5.4%	2.2%	21.1%	2.5%	31.9%	-13.7%	Dec '24
PepsiCo (Defensive)	142.86	2.2%	5.8%	1.0%	-8.6%	-2.9%	3.8%	-1.8%	0.4%	-17.5%	5.8%	-5.5%	-5.5%	-19.4%	May '23
Coca-Cola (Defensive)	88.27	5.0%	7.7%	6.8%	12.7%	21.6%	32.5%	15.6%	27.1%	53.3%	79.2%	68.9%	77.7%	NewNew Peak	Jul '26
Exxon Mobil (Energy)	153.04	-1.1%	0.9%	12.1%	2.3%	12.7%	41.7%	16.0%	28.9%	62.4%	215.9%	181.4%	76.1%	-10.1%	Mar '26
Chevron (Energy)	187.58	-1.3%	-1.8%	9.7%	-0.4%	11.5%	23.9%	10.1%	24.3%	32.8%	125.5%	86.6%	37.4%	-11.2%	Mar '26
JPMorgan Chase (Financial)	357.31	0.3%	3.5%	8.6%	14.7%	19.4%	21.5%	37.3%	12.0%	142.2%	165.7%	147.8%	274.9%	NewNew Peak	Jul '26
Visa (Financial)	366.59	1.1%	3.0%	9.0%	18.8%	12.6%	3.9%	11.8%	5.0%	59.1%	54.1%	71.3%	111.7%	-1.0%	Jun '25
Mastercard (Financial)	562.75	2.0%	4.5%	12.8%	10.9%	8.1%	-0.5%	9.0%	-1.1%	45.5%	50.9%	55.8%	102.8%	-5.6%	Aug '25
Bank of America (Financial)	62.62	0.8%	2.3%	8.2%	18.9%	21.5%	32.0%	28.0%	14.5%	110.5%	84.7%	51.0%	129.5%	NewNew Peak	Jul '26
UnitedHealth (Health)	428.79	2.7%	-1.7%	0.2%	16.9%	47.0%	55.2%	-33.1%	30.9%	-9.9%	13.8%	-8.0%	-8.4%	-28.9%	Nov '24
Johnson & Johnson (Health)	266.73	0.3%	6.4%	4.7%	17.1%	17.8%	63.5%	47.5%	29.6%	65.9%	77.3%	75.7%	81.7%	-0.2%	Jul '26
Eli Lilly (Health)	1220.66	1.9%	3.8%	1.0%	39.9%	19.6%	52.1%	40.2%	14.0%	172.0%	419.1%	367.9%	287.5%	-1.2%	Jul '26
Union Pacific (Industrials)	294.45	-1.6%	0.5%	9.7%	10.0%	30.0%	30.7%	3.9%	28.0%	34.6%	51.4%	31.1%	66.3%	-4.2%	Jul '26
Honeywell (Industrials)	247.05	0.5%	7.5%	6.4%	16.7%	15.2%	19.0%	-6.4%	28.0%	43.2%	26.2%	39.4%	64.3%	-45.7%	Jun '26
Nvidia (IT)	197.01	0.3%	-5.0%	2.3%	-7.6%	2.9%	11.5%	38.9%	5.6%	321.7%	912.5%	555.4%	1615.4%	-16.4%	May '26
Broadcom (IT)	380.91	-0.6%	-1.4%	4.4%	-4.7%	14.5%	30.2%	50.6%	10.3%	338.2%	774.6%	521.2%	834.9%	-20.9%	Jun '26
Adobe (IT)	249.18	4.8%	9.7%	22.9%	2.5%	-16.8%	-32.6%	-21.3%	-28.8%	-52.9%	-59.9%	-55.8%	-12.9%	-60.7%	Feb '24
Oracle (IT)	119.96	0.05%	-5.6%	-19.2%	-27.7%	-30.3%	-51.2%	18.1%	-38.1%	6.8%	46.7%	45.0%	96.4%	-63.2%	Sep '25
salesforce.com (IT)	181.50	4.6%	6.7%	14.6%	0.1%	-20.2%	-32.4%	-20.2%	-31.3%	-18.4%	-24.5%	-27.9%	29.4%	-50.2%	Dec '24
Linde PLC (Materials)	511.18	0.8%	1.2%	-1.6%	0.2%	13.6%	10.5%	3.2%	20.3%	36.2%	83.7%	59.9%	97.1%	-6.5%	Jul '26
Sherwin-Williams (Materials)	354.27	8.3%	11.2%	3.0%	9.3%	1.6%	6.1%	-3.8%	9.6%	29.5%	28.5%	8.6%	81.5%	-10.4%	Nov '24
American Tower (Real Estate)	171.50	2.9%	5.0%	-2.3%	-3.9%	-2.4%	-21.3%	-0.9%	-1.3%	-0.1%	-30.3%	-31.3%	5.1%	-25.0%	Sep '24
Prologis Inc. (Real Estate)	147.12	-0.10%	-1.9%	5.1%	3.9%	16.7%	40.8%	25.1%	16.2%	30.0%	32.2%	1.4%	63.4%	-2.0%	Jul '26
NextEra Energy (Utilities)	89.28	0.5%	1.5%	0.8%	-7.5%	2.6%	27.8%	15.5%	12.0%	32.9%	29.8%	9.3%	35.5%	-8.8%	Apr '26
Duke Energy (Utilities)	129.24	0.3%	2.6%	0.7%	2.0%	9.3%	13.7%	12.7%	12.2%	55.4%	48.4%	48.6%	74.0%	-2.3%	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	15.86	p	EOD	-0.2%	-0.9%	0.5%	1.0%	6.3%	9.4%	2.1%	21.5%	9.9%	10.6%	32.5%	-1.2%	Jun '26
Moderate-60% Stock	68.23		0.06%	-0.6%	-0.9%	1.4%	2.9%	12.5%	16.4%	5.5%	40.6%	35.8%	32.5%	68.2%	-2.3%	Jun '26
Mod Agg-80% Stock	54.56	p	EOD	-0.9%	-0.2%	3.0%	4.7%	16.7%	19.6%	8.4%	52.2%	48.8%	43.9%	89.1%	-2.3%	Jun '26
Aggressive-90% Stock	33.79	p	EOD	-1.3%	-0.4%	3.9%	6.9%	21.3%	20.9%	11.6%	57.2%	53.2%	46.8%	96.0%	-2.3%	Jul '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	63940.26	0.3%	-3.9%	6.5%	-16.3%	-28.3%	-45.8%	-6.3%	-26.9%	118.1%	59.9%	37.6%	233.8%	-48.7%	Oct '25
Ethereum	1923.00	1.7%	-0.3%	22.0%	-16.0%	-36.0%	-49.2%	-11.0%	-35.2%	2.6%	-16.3%	-48.9%	48.5%	-60.2%	Aug '25
BNB	571.05	0.9%	-0.4%	0.7%	-8.5%	-36.6%	-30.5%	23.1%	-33.8%	136.0%	82.2%	11.5%	110.7%	-56.4%	Oct '25
Solana	74.15	0.01%	-5.1%	3.2%	-11.8%	-40.7%	-59.4%	-34.2%	-40.4%	198.4%	166.6%	-56.5%	137.9%	-71.7%	Jan '25
Bitcoin ETF	36.14	-1.7%	-4.1%	6.8%	-16.5%	-28.4%	-46.1%	-6.4%	-27.2%	-	-	-	-	-49.3%	Oct '25
Grayscale Bitcoin (hi fee)	49.44	-1.7%	-4.0%	6.8%	-16.7%	-28.8%	-46.8%	-7.6%	-27.7%	192.3%	55.6%	59.7%	388.2%	-49.8%	Oct '25
Bloomberg Commodities	23.65	-0.9%	-2.4%	6.1%	-4.8%	7.3%	30.3%	14.9%	21.1%	37.7%	58.4%	53.7%	33.3%	-8.7%	May '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	5.10	-0.6%	-0.7%	4.8%	3.1%	4.9%	2.7%	1.1%	5.3%	26.5%	166.7%	152.8%	31.2%	-1.6%	May '26
10yr Treasury rate	4.60	-0.8%	-0.5%	5.3%	5.7%	8.3%	4.2%	-9.0%	10.6%	16.0%	265.1%	182.8%	18.0%	-7.7%	Oct '23
5yr Treasury rate	4.36	-0.8%	-0.2%	5.6%	9.5%	13.5%	9.7%	-15.0%	17.2%	4.0%	489.3%	219.5%	6.1%	-12.1%	Oct '23
13-week T-bill	3.76	-1.0%	0.8%	2.6%	4.7%	5.0%	-11.2%	-15.7%	6.0%	-28.4%	8255.6%	6994.3%	6.4%	-29.7%	Oct '23
Crude Oil	79.13	-4.2%	-6.8%	14.3%	-20.8%	25.2%	18.6%	-19.9%	37.8%	-1.8%	9.3%	4.0%	-9.3%	-29.9%	Apr '26
Gold	4028.80	-1.1%	-1.0%	-1.2%	-12.3%	-24.0%	21.7%	64.5%	-6.9%	105.5%	123.9%	123.9%	141.2%	-24.2%	Jan '26
USD/EUR	0.88	-0.2%	0.1%	-0.1%	2.8%	5.5%	1.8%	-11.4%	3.1%	-	3.9%	-0.2%	-14.8%	-10.1%	Jan '25
USD/JPY	163.75	-0.01%	0.3%	1.2%	2.6%	7.4%	10.3%	-0.4%	4.7%	-	49.0%	42.2%	11.6%	-0.1%	Jul '26
S&P 500 Volatility Index	18.21	-2.5%	6.8%	-1.1%	2.1%	11.4%	21.2%	-13.8%	21.8%	36.6%	-0.5%	9.7%	-45.8%	-65.2%	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	50.43		0.06%	0.0%	-0.4%	-0.1%	0.5%	3.4%	6.1%	0.8%	17.9%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	49.94		0.2%	-0.3%	-1.3%	-0.8%	-0.5%	4.6%	4.3%	0.1%	9.7%	3.9%	4.4%	15.9%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.63		0.2%	0.1%	-1.6%	-1.6%	-1.2%	4.5%	8.8%	-0.6%	13.5%	2.2%	2.9%	19.7%	-2.8%	Feb '26
Interm Bond- Vanguard	75.86		0.3%	0.1%	-1.5%	-1.4%	-1.1%	2.4%	8.5%	-1.2%	13.0%	-1.7%	0.9%	18.5%	-3.0%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.4%	1.2%	2.1%	6.3%	8.2%	2.7%	29.3%	34.9%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.82		0.10%	-0.1%	-1.2%	-0.1%	-1.0%	2.8%	8.2%	-0.1%	17.3%	13.5%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	72.82		0.5%	0.0%	-3.8%	-2.6%	-3.0%	1.7%	7.2%	-2.3%	8.8%	-16.4%	-13.6%	22.0%	-5.2%	Oct '25
Long CA Muni- PIMCO	9.30	p	EOD	-0.6%	-1.4%	-0.6%	-0.5%	5.0%	3.3%	-0.3%	8.5%	-0.4%	-0.1%	14.8%	-1.9%	Feb '26
Long Muni- iShares	56.74		0.12%	-0.5%	-1.5%	-0.9%	-0.9%	5.2%	3.4%	-0.3%	7.9%	1.3%	1.7%	13.5%	-2.1%	Feb '26

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