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S&P 500

Return

78.1%

[

20.1%

annualized]

Dec 30 2022 - Feb 23 2026

-2.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.3%

[

13.1%

annualized]

Dec 30 2022 - Feb 23 2026

-2.7%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

48.8%

[

13.5%

annualized]

Dec 30 2022 - Feb 23 2026

-3.6%

Below
Peak
Jan '26

Performance Range:

As of Feb 23 03:50 PM EDT, next update at 04:00 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	6839.06	-1.0%	0.0%	-1.1%	3.6%	5.8%	13.7%	16.4%	-0.1%	70.5%	76.2%	42.6%	91.2%	-2.0%	Jan '26
DJIA (Large Value)	48830.25	-1.6%	-1.4%	-0.5%	5.6%	7.0%	12.4%	13.0%	1.6%	47.3%	54.8%	33.5%	67.2%	-2.7%	Feb '26
Russell 2000 (Small Cap)	2621.40	-1.6%	-1.0%	-1.8%	10.6%	11.0%	19.4%	11.3%	5.6%	37.4%	17.5%	15.4%	55.3%	-3.6%	Jan '26
NASDAQ Comp (Tech/Growth)	22618.14	-1.2%	0.3%	-3.8%	1.5%	5.2%	15.8%	20.4%	-2.7%	95.1%	68.0%	42.9%	117.1%	-5.6%	Oct '25
Aggregate Bond	101.11	0.2%	0.1%	1.3%	1.7%	3.7%	7.3%	7.2%	1.6%	15.4%	1.7%	2.0%	19.2%	New Peak	Feb '26
Corp Bond	111.70	0.10%	0.1%	1.1%	1.9%	3.6%	8.0%	7.9%	1.7%	19.4%	1.6%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.90	-0.12%	0.1%	0.2%	2.1%	3.0%	7.6%	8.6%	0.8%	29.5%	21.1%	17.4%	37.4%	-0.1%	Feb '26
Preferred	31.55	-0.5%	-0.4%	-0.6%	4.9%	2.4%	6.2%	4.9%	2.5%	16.7%	12.8%	3.7%	27.3%	-0.9%	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	53.02	0.11%	-0.5%	6.1%	23.4%	16.2%	22.8%	9.9%	16.9%	39.4%	54.9%	28.6%	65.1%	-1.1%	Feb '26
Consumer Discretionary/Cyclical	114.81	-2.2%	-1.2%	-6.8%	2.0%	-1.1%	6.0%	7.4%	-3.9%	61.1%	44.9%	13.0%	69.9%	-7.8%	Jan '26
Financial Services	50.78	-3.3%	-1.7%	-4.3%	-1.4%	-4.6%	1.4%	14.9%	-7.3%	49.5%	68.2%	37.6%	77.0%	-10.0%	Jan '26
Real Estate	94.96	0.08%	0.4%	4.9%	7.0%	5.0%	7.7%	3.3%	7.3%	22.7%	26.7%	-3.5%	41.6%	-0.6%	Feb '26
Communication Services	115.37	-1.2%	0.7%	-1.4%	3.4%	4.3%	13.3%	23.1%	-2.0%	120.7%	66.6%	53.8%	150.8%	-3.9%	Jan '26
Energy	55.21	0.6%	1.6%	12.2%	24.5%	27.4%	25.5%	7.9%	23.5%	44.1%	174.3%	122.4%	54.0%	New Peak	Feb '26
Industrials	175.07	-1.2%	0.5%	6.6%	17.4%	15.2%	31.6%	19.3%	12.9%	81.7%	106.4%	77.7%	117.2%	-1.2%	Feb '26
Technology	138.48	-1.7%	-0.8%	-4.6%	1.5%	5.8%	18.6%	24.6%	-3.8%	104.2%	117.0%	62.8%	143.5%	-8.8%	Oct '25
Consumer Staples/Defensive	89.10	1.4%	-0.5%	7.5%	15.3%	9.7%	11.4%	1.5%	14.7%	31.9%	56.0%	28.5%	43.8%	-0.5%	Feb '26
Healthcare	158.52	1.1%	0.5%	0.7%	3.0%	15.7%	10.2%	14.5%	2.4%	28.0%	50.6%	21.3%	37.2%	-0.7%	Jan '26
Utilities	46.65	0.7%	0.3%	9.6%	6.6%	10.0%	19.5%	16.0%	9.3%	53.6%	78.8%	48.6%	67.6%	New Peak	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	146.24	-0.9%	0.2%	0.7%	7.8%	9.9%	21.7%	22.4%	3.4%	72.7%	68.3%	47.6%	100.5%	-1.0%	Feb '26
MSCI Emerging Markets	61.70	-1.0%	0.9%	4.5%	17.9%	23.6%	40.7%	34.0%	12.8%	69.6%	23.7%	38.3%	94.8%	-1.0%	Feb '26
FTSE Europe	89.57	-0.5%	1.0%	3.0%	14.3%	13.0%	32.1%	35.8%	7.1%	63.4%	68.7%	48.3%	117.3%	-0.5%	Feb '26
MSCI Japan	91.40	-0.07%	-2.6%	8.1%	16.8%	18.6%	38.4%	25.9%	13.2%	77.0%	45.4%	50.9%	105.5%	-2.7%	Feb '26
MSCI India	52.63	-1.5%	-0.5%	2.7%	-2.9%	-1.8%	6.7%	2.7%	-2.6%	34.8%	33.7%	14.0%	31.0%	-10.5%	Sep '24
MSCI China	60.82	-0.3%	0.8%	-3.1%	1.1%	0.0%	11.5%	31.0%	1.2%	34.1%	-25.9%	7.5%	64.5%	-8.1%	Oct '25
International Bond	49.06	0.2%	0.5%	1.5%	1.4%	2.7%	4.2%	2.9%	1.8%	16.3%	2.6%	3.2%	19.5%	New Peak	Feb '26
iShares Latin America	36.44	-1.7%	0.5%	4.1%	25.2%	39.6%	62.7%	52.7%	19.7%	74.9%	85.9%	107.2%	85.9%	-1.8%	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	627.42	-1.0%	0.1%	-1.0%	3.8%	6.4%	15.1%	17.8%	0.0%	77.6%	89.2%	51.3%	100.5%	-1.9%	Jan '26
US Large Growth	447.61	-1.4%	0.1%	-4.4%	-2.1%	0.7%	11.0%	18.3%	-5.4%	96.2%	88.9%	49.2%	119.1%	-8.9%	Oct '25
US Large Value	223.16	-0.9%	-0.2%	2.1%	10.4%	11.6%	17.9%	15.7%	6.1%	52.4%	68.4%	43.5%	74.1%	-0.9%	Feb '26

US MidCap Blend	300.48	-1.3%	-0.5%	0.6%	6.8%	4.1%	12.9%	11.6%	3.5%	45.8%	46.6%	26.4%	68.5%	-1.3%	Feb '26
US MidCap Growth	270.64	-1.9%	-1.0%	-4.2%	-0.6%	-5.8%	4.0%	10.7%	-3.0%	42.1%	26.5%	10.8%	63.6%	-9.1%	Oct '25
US MidCap Value	191.99	-0.7%	-0.2%	4.0%	12.1%	11.5%	19.1%	12.1%	8.2%	45.7%	64.8%	39.8%	69.1%	-0.7%	Feb '26

US Small Blend	274.73	-1.6%	-0.6%	0.0%	11.5%	9.6%	16.3%	8.9%	6.5%	44.5%	38.1%	28.3%	66.4%	-1.6%	Feb '26
US Small Growth	332.38	-1.4%	-0.7%	-4.1%	8.0%	8.5%	18.1%	12.9%	2.9%	45.2%	8.9%	15.4%	63.8%	-6.0%	Jan '26
US Small Value	197.38	-1.8%	-1.3%	0.9%	14.2%	15.0%	23.9%	12.4%	8.9%	39.8%	41.4%	27.2%	60.2%	-1.8%	Feb '26

Foreign Large Blend	104.53	-0.4%	0.3%	4.6%	14.9%	14.2%	32.8%	31.6%	8.9%	64.1%	60.6%	49.3%	107.6%	-0.4%	Feb '26
Foreign Growth	121.75	-0.8%	-0.1%	1.9%	11.5%	9.6%	20.2%	20.7%	6.9%	43.8%	28.7%	18.2%	79.0%	-0.8%	Feb '26
Foreign Value	79.14	0.01%	0.6%	7.2%	18.1%	18.3%	45.4%	42.2%	10.8%	85.2%	95.4%	85.6%	138.1%	-0.1%	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	23.00		-0.4%	-0.5%	-2.1%	-0.9%	-1.3%	1.6%	3.6%	-1.3%	22.4%	27.0%	23.7%	29.4%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.73		-0.06%	0.0%	0.2%	1.3%	2.5%	5.1%	5.2%	0.7%	21.3%	25.1%	24.1%	26.4%	-0.1%	Feb '26
Bank Loan- Invesco	20.41		-1.1%	-1.1%	-2.3%	-0.9%	0.5%	3.9%	6.9%	-2.3%	23.4%	26.2%	24.0%	30.2%	-2.6%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.2%	0.2%	1.6%	3.7%	7.9%	8.9%	0.7%	36.7%	60.6%	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	54.28		-1.2%	0.1%	-0.3%	6.5%	7.2%	17.4%	17.7%	1.7%	82.9%	117.3%	89.7%	109.5%	-1.6%	Feb '26
Int’l Min Volatility- Franklin	41.08		0.3%	1.5%	8.7%	15.0%	20.5%	36.1%	27.1%	11.6%	82.4%	130.2%	99.0%	113.6%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.93	p	EOD	2.0%	0.6%	13.2%	8.2%	13.4%	3.0%	6.8%	74.7%	118.8%	99.5%	105.0%	-2.0%	Feb '26
Small Value- Avantis	112.99		-2.2%	-1.7%	4.1%	17.1%	15.0%	22.4%	7.4%	10.8%	47.3%	79.8%	49.9%	72.1%	-2.2%	Feb '26
Mid Value- Pacer Cash Cows	63.78		-0.8%	-0.6%	2.8%	11.0%	11.6%	12.7%	9.0%	6.0%	41.3%	90.6%	46.5%	58.5%	-1.1%	Feb '26
Growth- S&P Momentum	117.93		-1.7%	-0.3%	0.0%	3.4%	1.6%	19.0%	26.6%	-1.2%	122.4%	134.4%	92.0%	135.9%	-4.8%	Oct '25
Invesco S&P Quality	79.38		-1.3%	0.0%	3.3%	9.3%	9.8%	14.5%	13.2%	5.8%	81.2%	96.4%	57.4%	107.4%	-1.3%	Feb '26
Rotation Factor- BlackRock	60.77		-1.1%	0.4%	0.0%	3.9%	6.9%	17.0%	20.0%	-0.1%	100.1%	101.8%	68.9%	128.9%	-1.9%	Feb '26
US Min Volatility- Fidelity	67.69		-0.7%	0.1%	0.3%	3.5%	5.2%	10.1%	11.8%	1.4%	52.4%	69.9%	37.9%	68.3%	-1.4%	Feb '26
Derivative Income- JPMorgan	59.13		-0.6%	-0.3%	1.9%	6.6%	7.1%	8.7%	8.1%	3.9%	38.3%	61.7%	34.6%	53.6%	-0.6%	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	15.93	p	EOD	-0.9%	0.7%	1.6%	-0.6%	6.1%	6.5%	0.8%	25.4%	32.6%	30.5%	30.0%	-0.9%	Feb '26
Multistrategy- AQR	14.51	p	EOD	1.4%	2.6%	5.7%	9.2%	15.1%	16.4%	3.6%	43.7%	78.8%	70.1%	52.0%	New Peak	Feb '26
Long Short- AQR	20.95	p	EOD	1.3%	1.5%	5.3%	11.0%	25.3%	34.4%	-1.0%	102.3%	214.4%	155.6%	143.8%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.64	p	EOD	1.2%	0.3%	4.7%	7.4%	18.5%	18.3%	0.4%	62.8%	67.6%	69.7%	70.3%	-1.5%	Feb '26
Multi Strategy- Variant	26.44	p	EOD	0.2%	0.7%	1.2%	3.4%	6.6%	7.2%	0.5%	22.0%	47.6%	34.4%	26.0%	New Peak	Feb '26
Long Short- First Trust	70.76		-0.6%	-0.1%	-0.9%	1.1%	5.2%	7.4%	9.1%	-0.3%	48.9%	60.9%	43.1%	58.3%	-1.9%	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)	310.99	-1.3%	1.7%	-5.2%	3.8%	51.1%	73.8%	66.0%	-0.6%	244.7%	204.2%	116.1%	221.2%	-9.5%	Feb '26
Meta (Communications)	637.03	-2.8%	-0.4%	-3.3%	7.3%	-15.5%	-6.5%	13.1%	-3.5%	272.9%	141.3%	89.5%	403.1%	-19.2%	Aug '25
Amazon (Cyclical)	205.01	-2.4%	3.1%	-14.3%	-7.1%	-10.4%	-5.3%	5.2%	-11.2%	114.0%	28.4%	20.3%	81.6%	-19.3%	Nov '25
Tesla (Cyclical)	396.41	-3.7%	-5.0%	-11.7%	1.4%	16.6%	17.4%	11.4%	-11.9%	96.2%	70.2%	-0.9%	82.5%	-19.1%	Dec '25
Procter & Gamble (Defensive)	165.28	2.8%	3.3%	10.1%	10.3%	5.6%	-0.2%	-12.3%	16.1%	27.4%	47.0%	13.0%	45.3%	-4.9%	Dec '24
PepsiCo (Defensive)	168.66	2.3%	1.6%	16.7%	16.4%	14.9%	14.3%	-1.8%	17.5%	5.6%	48.2%	10.5%	10.6%	-5.7%	May '23
Coca-Cola (Defensive)	80.69	1.1%	2.6%	10.7%	11.4%	16.8%	16.4%	15.6%	15.4%	47.0%	85.6%	53.3%	61.3%	New Peak	Feb '26
Exxon Mobil (Energy)	150.93	2.5%	1.7%	12.6%	29.8%	37.7%	41.0%	16.0%	26.3%	50.9%	232.0%	175.6%	72.5%	-2.3%	Feb '26
Chevron (Energy)	185.06	0.6%	1.7%	12.1%	24.6%	19.5%	23.2%	10.1%	22.6%	29.8%	128.7%	84.1%	35.5%	New Peak	Feb '26
JPMorgan Chase (Financial)	298.29	-4.0%	-1.4%	0.2%	0.5%	1.6%	15.2%	37.3%	-7.0%	129.3%	124.9%	105.8%	211.4%	-10.9%	Jan '26
Visa (Financial)	305.87	-4.7%	-2.6%	-6.0%	-6.5%	-12.3%	-11.6%	11.8%	-12.6%	41.5%	49.6%	42.7%	76.3%	-17.6%	Jun '25
Mastercard (Financial)	491.57	-6.6%	-5.2%	-6.3%	-8.9%	-17.7%	-11.3%	9.0%	-13.8%	40.7%	44.3%	35.9%	76.8%	-17.7%	Aug '25
Bank of America (Financial)	51.31	-3.3%	-2.4%	-0.8%	0.0%	4.8%	17.2%	28.0%	-6.7%	62.0%	63.0%	23.0%	87.0%	-10.4%	Jan '26
UnitedHealth (Health)	282.36	-2.6%	-3.7%	-20.7%	-11.2%	-6.9%	-38.0%	-33.1%	-14.5%	-39.3%	-7.0%	-39.9%	-40.2%	-53.6%	Nov '24
Johnson & Johnson (Health)	245.57	1.3%	0.9%	11.6%	21.2%	38.9%	54.7%	47.5%	18.7%	69.3%	75.3%	61.0%	66.4%	-0.5%	Feb '26
Eli Lilly (Health)	1053.93	4.4%	1.3%	-0.8%	-0.4%	48.6%	21.5%	40.2%	-1.8%	229.0%	447.1%	303.3%	234.0%	-4.9%	Nov '25
Union Pacific (Industrials)	264.77	-0.5%	1.6%	15.3%	17.7%	17.6%	10.4%	3.9%	14.5%	46.9%	43.1%	17.3%	48.8%	-0.5%	Feb '26
Honeywell (Industrials)	243.74	-0.09%	1.0%	10.1%	28.3%	16.8%	24.7%	-6.4%	24.9%	40.7%	39.7%	36.2%	60.4%	-0.1%	Feb '26
Nvidia (IT)	191.13	0.7%	4.6%	1.8%	6.9%	7.4%	42.2%	38.9%	2.5%	708.5%	1255.3%	535.8%	1564.1%	-7.7%	Oct '25
Broadcom (IT)	329.45	-1.0%	1.3%	2.9%	-3.0%	12.5%	52.0%	50.6%	-4.8%	490.2%	676.1%	436.2%	707.0%	-20.1%	Dec '25
Adobe (IT)	246.24	-4.8%	-6.7%	-18.2%	-24.0%	-32.0%	-44.6%	-21.3%	-29.6%	-29.0%	-47.4%	-56.4%	-13.9%	-61.2%	Feb '24
Oracle (IT)	140.98	-4.8%	-12.0%	-20.4%	-28.9%	-40.1%	-15.1%	18.1%	-27.5%	65.0%	134.1%	69.8%	130.0%	-56.9%	Sep '25
salesforce.com (IT)	177.51	-4.1%	-6.4%	-22.2%	-21.7%	-28.3%	-42.3%	-20.2%	-33.0%	9.5%	-23.8%	-29.7%	26.3%	-51.4%	Dec '24
Linde PLC (Materials)	498.57	0.4%	3.7%	10.4%	21.2%	4.2%	10.3%	3.2%	16.9%	56.2%	106.5%	55.5%	91.6%	New Peak	Feb '26
Sherwin-Williams (Materials)	365.14	1.3%	-1.0%	4.8%	8.3%	-1.9%	6.9%	-3.8%	12.7%	68.2%	64.4%	11.7%	86.6%	-7.8%	Nov '24
American Tower (Real Estate)	189.77	1.3%	-1.2%	6.2%	6.7%	-8.8%	2.6%	-0.9%	8.1%	4.0%	-1.5%	-24.7%	15.1%	-17.8%	Sep '24
Prologis Inc. (Real Estate)	140.91	-0.4%	1.4%	10.8%	12.9%	27.6%	20.6%	25.1%	10.4%	24.9%	55.0%	-3.6%	55.3%	-0.6%	Feb '26
NextEra Energy (Utilities)	94.16	2.1%	0.4%	11.0%	12.8%	25.2%	35.6%	15.5%	17.3%	41.0%	43.2%	14.5%	41.9%	New Peak	Feb '26
Duke Energy (Utilities)	127.77	0.8%	-0.3%	9.7%	4.9%	4.5%	14.5%	12.7%	9.9%	48.3%	74.2%	45.7%	70.5%	-0.3%	Feb '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	16.10	p	EOD	0.2%	1.3%	3.1%	4.9%	9.9%	9.4%	2.1%	25.6%	13.1%	10.6%	32.5%	New Peak	Feb '26
Moderate-60% Stock	66.97		-0.5%	0.2%	1.2%	5.8%	7.9%	16.7%	16.4%	3.0%	47.4%	40.8%	29.4%	64.3%	-0.5%	Feb '26
Mod Agg-80% Stock	52.95	p	EOD	0.9%	1.8%	8.2%	10.1%	21.0%	19.6%	4.4%	60.4%	53.3%	38.6%	82.1%	New Peak	Feb '26
Aggressive-90% Stock	31.92	p	EOD	1.4%	2.2%	10.1%	12.1%	23.2%	20.9%	5.5%	62.7%	56.3%	38.7%	85.2%	New Peak	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	64254.50	-5.0%	-6.7%	-28.2%	-24.5%	-45.0%	-33.2%	-6.3%	-26.6%	168.3%	31.6%	38.3%	235.4%	-48.5%	Oct '25
Ethereum	1856.32	-5.2%	-9.4%	-37.1%	-32.9%	-61.6%	-30.2%	-11.0%	-37.4%	12.4%	18.2%	-50.6%	43.4%	-61.6%	Aug '25
BNB	593.62	-3.4%	-4.1%	-33.4%	-28.5%	-34.0%	-8.2%	23.1%	-31.2%	92.4%	157.0%	15.9%	119.1%	-54.7%	Oct '25
Solana	78.33	-5.4%	-7.1%	-38.5%	-39.0%	-61.0%	-53.6%	-34.2%	-37.1%	227.7%	415.3%	-54.0%	151.3%	-70.1%	Jan '25
Bitcoin ETF	36.41	-5.2%	-6.6%	-28.2%	-24.1%	-45.0%	-32.5%	-6.4%	-26.7%	-	-	-	-	-48.9%	Oct '25
Grayscale Bitcoin (hi fee)	50.08	-5.2%	-6.6%	-28.3%	-24.3%	-45.4%	-33.3%	-7.6%	-26.7%	366.2%	20.9%	61.8%	394.5%	-49.1%	Oct '25
Bloomberg Commodities	21.52	0.3%	2.7%	0.7%	12.9%	20.5%	16.9%	14.9%	10.2%	29.2%	59.3%	39.9%	21.4%	-3.6%	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	4.70	-0.6%	0.0%	-2.8%	-0.4%	-3.8%	0.6%	1.1%	-3.0%	21.1%	113.5%	132.9%	20.9%	-8.0%	Oct '23
10yr Treasury rate	4.03	-1.4%	-0.7%	-5.0%	-0.8%	-5.4%	-8.8%	-9.0%	-3.2%	3.9%	195.8%	147.5%	3.3%	-19.2%	Oct '23
5yr Treasury rate	3.58	-1.9%	-0.7%	-6.7%	-1.0%	-4.7%	-15.9%	-15.0%	-3.8%	-12.7%	518.7%	162.4%	-12.9%	-27.8%	Oct '23
13-week T-bill	3.59	-0.2%	-0.1%	0.2%	-4.1%	-12.2%	-14.5%	-15.7%	1.2%	-23.5%	15500.0%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	66.41	0.03%	5.6%	8.7%	14.4%	4.3%	-5.7%	-19.9%	15.7%	-11.9%	7.7%	-12.7%	-23.9%	-29.1%	Sep '23
Gold	5248.80	3.7%	4.5%	5.5%	28.8%	55.5%	78.7%	64.5%	21.3%	188.7%	190.9%	191.7%	214.2%	-1.3%	Jan '26
EUR/USD	1.18	0.2%	-0.6%	0.3%	2.2%	-	12.3%	12.9%	0.4%	11.2%	-3.1%	3.7%	21.5%	-1.9%	Jan '26
USD/JPY	154.70	-0.3%	1.2%	-2.4%	-1.7%	-	3.5%	-0.4%	-1.1%	14.7%	47.4%	34.4%	5.4%	-4.3%	Jul '24
S&P 500 Volatility Index	21.28	11.5%	3.3%	32.3%	-9.2%	49.6%	16.9%	-13.8%	42.3%	0.7%	-7.9%	28.2%	-36.6%	-59.3%	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	51.03		0.03%	0.1%	0.6%	1.4%	2.6%	5.9%	6.1%	0.8%	20.2%	18.8%	18.2%	23.4%	New Peak	Feb '26
Interm Muni- JPMorgan	51.17		0.07%	0.2%	1.2%	1.8%	5.2%	5.1%	4.3%	1.6%	13.9%	8.0%	6.0%	17.7%	New Peak	Feb '26
Interm Bond- Janus MSB	46.35		0.2%	0.1%	1.5%	2.5%	5.4%	9.0%	8.8%	1.9%	17.7%	5.1%	5.5%	22.7%	New Peak	Feb '26
Interm Bond- Vanguard	78.79		0.3%	0.2%	1.6%	1.6%	3.7%	8.5%	8.5%	1.5%	18.0%	2.5%	3.7%	21.8%	New Peak	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	0.0%	-0.4%	1.5%	2.9%	6.8%	8.2%	0.4%	30.7%	36.4%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.37		0.05%	0.2%	1.1%	2.4%	3.7%	8.1%	8.2%	1.8%	20.8%	16.4%	15.8%	30.0%	New Peak	Feb '26
Long Bond- Vanguard	77.29		-0.02%	0.0%	1.2%	2.1%	4.2%	7.4%	7.2%	2.4%	16.7%	-6.2%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.53	p	EOD	0.1%	1.0%	1.3%	5.3%	3.7%	3.3%	1.2%	13.2%	3.7%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.24		0.03%	0.1%	1.1%	2.0%	5.9%	5.1%	3.4%	1.6%	12.6%	5.3%	3.6%	15.6%	New Peak	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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