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S&P 500

Return

62.8%

[

19.5%

annualized]

Dec 29 2023 - Sep 21 2026

DJIA (Large Value)

Return

38.1%

[

12.6%

annualized]

Dec 29 2023 - Sep 21 2026

Russell 2000 (Small Cap)

Return

41.8%

[

13.7%

annualized]

Dec 29 2023 - Sep 21 2026

Performance Range:

As of Sep 21 05:30 PM EDT, next update at 05:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7764.70	1.5%	1.9%	1.2%	3.5%	19.3%	16.5%	16.4%	13.4%	79.3%	78.3%	26.4%	55.8%	-0.4%	Aug '26
DJIA (Large Value)	52048.83	0.7%	-0.7%	-2.3%	0.9%	14.2%	12.4%	13.0%	8.3%	52.8%	53.4%	16.6%	38.3%	-4.2%	Aug '26
Russell 2000 (Small Cap)	2875.36	0.5%	-0.6%	-4.7%	-3.5%	17.9%	17.4%	11.3%	15.9%	61.4%	31.5%	26.0%	63.3%	-6.3%	Aug '26
NASDAQ Comp (Tech/Growth)	27122.09	2.3%	3.6%	3.6%	2.3%	25.3%	19.8%	20.4%	16.7%	105.1%	83.9%	35.2%	77.6%	NewNew Peak	Sep '26
Aggregate Bond	96.21	0.3%	0.3%	-0.8%	-1.7%	-0.5%	-0.2%	7.2%	-1.1%	14.0%	-2.5%	5.1%	4.2%	-2.9%	Feb '26
Corp Bond	105.09	0.4%	0.8%	-0.4%	-2.5%	-0.2%	-1.5%	7.9%	-1.6%	16.5%	-5.5%	5.0%	6.5%	-3.3%	Feb '26
High Yield Bond	78.68	0.2%	0.2%	-0.6%	-0.2%	2.7%	2.7%	8.6%	1.6%	27.3%	18.6%	8.3%	12.9%	-1.0%	Aug '26
Preferred	30.21	0.7%	0.9%	-0.3%	-1.9%	2.6%	-0.9%	4.9%	1.0%	20.0%	3.7%	4.4%	12.9%	-3.0%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	49.71	-0.6%	-1.5%	-7.2%	-3.7%	6.7%	11.4%	9.9%	10.5%	33.6%	37.9%	13.7%	37.0%	-7.4%	Aug '26
Consumer Discretionary/Cyclical	112.23	1.1%	-0.5%	-4.9%	-4.0%	4.6%	-6.3%	7.4%	-5.6%	41.2%	29.8%	0.5%	28.5%	-9.5%	Jan '26
Financial Services	55.90	0.07%	-2.0%	-2.7%	4.7%	14.9%	4.6%	14.9%	2.9%	72.0%	66.2%	9.5%	29.7%	-4.5%	Sep '26
Real Estate	93.81	1.0%	-0.6%	-4.8%	-1.0%	7.8%	6.3%	3.3%	8.1%	35.4%	7.4%	8.0%	23.3%	-7.1%	Jul '26
Communication Services	114.75	3.6%	-0.3%	3.0%	5.1%	2.8%	-2.7%	23.1%	-2.0%	80.2%	48.9%	11.3%	35.2%	-3.9%	Jan '26
Energy	62.46	-2.9%	-3.2%	-1.9%	17.0%	6.7%	45.5%	7.9%	41.6%	53.0%	212.2%	42.2%	69.9%	-5.3%	Sep '26
Industrials	169.98	0.1%	0.0%	-5.7%	-5.8%	5.7%	12.4%	19.3%	10.2%	73.0%	85.7%	24.8%	48.3%	-8.9%	Aug '26
Technology	194.85	2.8%	5.7%	6.3%	1.9%	44.4%	40.4%	24.6%	35.7%	141.8%	164.9%	62.3%	118.3%	-1.6%	Jun '26
Consumer Staples/Defensive	81.92	-1.1%	-3.0%	-4.7%	-1.0%	2.0%	6.1%	1.5%	6.8%	25.2%	32.4%	4.5%	11.0%	-7.8%	Feb '26
Healthcare	169.01	0.4%	0.8%	-3.2%	13.6%	17.3%	25.2%	14.5%	10.1%	35.7%	39.0%	18.5%	29.9%	-3.8%	Aug '26
Utilities	40.66	-1.1%	-2.8%	-4.9%	-8.6%	-7.7%	-1.6%	16.0%	-3.5%	39.2%	42.9%	5.6%	15.1%	-13.7%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	161.85	1.6%	1.8%	0.6%	2.6%	19.3%	19.3%	22.4%	15.1%	82.2%	74.5%	33.6%	59.8%	-0.4%	Aug '26
MSCI Emerging Markets	68.83	2.7%	4.3%	2.5%	-2.8%	24.3%	32.4%	34.0%	26.4%	94.5%	53.8%	58.8%	83.9%	-3.3%	Jun '26
FTSE Europe	89.24	1.2%	0.0%	-3.8%	1.1%	14.2%	15.9%	35.8%	8.7%	66.2%	56.3%	34.3%	48.8%	-4.2%	Aug '26
MSCI Japan	97.96	1.0%	0.4%	2.9%	1.8%	21.3%	26.5%	25.9%	22.0%	73.5%	51.2%	48.0%	67.1%	-0.6%	Sep '26
MSCI India	48.50	1.0%	0.1%	-2.3%	-2.2%	4.1%	-10.1%	2.7%	-10.3%	9.9%	5.9%	-2.5%	-1.3%	-13.2%	Jun '25
MSCI China	54.00	1.8%	1.3%	-3.0%	2.3%	-1.5%	-14.6%	31.0%	-9.5%	36.6%	-9.2%	3.4%	22.9%	-17.9%	Oct '25
International Bond	47.21	0.3%	0.6%	-0.7%	-1.6%	0.2%	0.0%	2.9%	-0.5%	12.3%	-0.4%	2.3%	2.0%	-2.5%	Feb '26
iShares Latin America	35.49	1.3%	-0.2%	2.3%	4.7%	10.3%	29.1%	52.7%	18.0%	60.5%	89.2%	57.2%	76.5%	-5.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	712.78	1.6%	1.9%	1.3%	3.9%	19.9%	17.9%	17.8%	14.4%	86.3%	91.2%	28.8%	58.4%	-0.3%	Aug '26
US Large Growth	126.25	2.4%	4.2%	3.2%	2.6%	18.4%	8.5%	19.8%	7.0%	99.8%	101.3%	23.5%	59.9%	-1.8%	Jun '26
US Large Value	253.45	0.7%	-0.4%	-1.1%	5.0%	20.8%	26.9%	15.7%	21.8%	73.7%	78.8%	32.9%	55.7%	-1.9%	Sep '26

US MidCap Blend	80.56	0.7%	-0.1%	-2.9%	0.9%	13.8%	14.7%	17.0%	11.8%	79.0%	78.6%	24.4%	48.5%	-4.6%	Aug '26
US MidCap Growth	297.61	1.8%	1.6%	-2.6%	-2.7%	15.0%	2.1%	10.7%	6.8%	56.4%	26.5%	9.9%	38.4%	-5.2%	Aug '26
US MidCap Value	202.07	-0.06%	-1.2%	-3.1%	3.6%	12.8%	19.4%	12.1%	15.1%	61.5%	62.5%	25.0%	46.1%	-4.2%	Aug '26

US Small Blend	291.09	0.5%	-0.4%	-4.5%	-1.5%	13.9%	14.5%	8.9%	13.6%	60.6%	43.3%	19.6%	52.8%	-5.9%	Aug '26
US Small Growth	365.15	0.8%	-0.1%	-5.7%	-6.1%	18.1%	13.7%	12.9%	13.2%	66.3%	27.4%	24.0%	63.9%	-7.7%	Aug '26
US Small Value	215.95	0.2%	-1.2%	-3.6%	0.0%	18.6%	24.1%	12.4%	20.4%	68.1%	52.3%	32.8%	68.0%	-4.7%	Aug '26

Foreign Large Blend	106.13	1.1%	0.3%	-1.9%	1.6%	15.2%	18.0%	31.6%	12.3%	67.0%	55.9%	36.7%	53.0%	-2.5%	Aug '26
Foreign Growth	121.59	1.2%	1.2%	-3.3%	-2.8%	12.9%	9.5%	20.7%	7.6%	47.4%	19.0%	20.4%	40.0%	-4.4%	Aug '26
Foreign Value	81.50	0.8%	-0.6%	-0.9%	6.3%	17.5%	27.2%	42.2%	17.2%	87.5%	101.0%	54.0%	66.9%	-1.9%	Sep '26

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.03		0.1%	0.3%	0.3%	2.3%	4.3%	2.7%	3.6%	3.2%	19.6%	30.3%	6.1%	9.8%	-0.3%	Sep '26
Ultra Short- Janus AAA CLO	50.68		0.02%	0.1%	0.4%	1.3%	2.8%	4.9%	5.2%	3.4%	19.4%	27.8%	8.0%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.56		-0.5%	-0.2%	0.4%	2.1%	3.5%	4.2%	6.9%	2.1%	21.5%	30.3%	8.4%	12.3%	-0.6%	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.1%	0.6%	1.7%	3.3%	6.7%	8.9%	4.3%	32.2%	57.3%	11.9%	11.7%	NewNew Peak	Sep '26

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	60.09		1.4%	1.4%	0.4%	1.2%	18.4%	16.2%	17.7%	13.1%	89.3%	125.2%	27.5%	57.3%	-1.3%	Aug '26
Int’l Min Volatility- Franklin	42.49		0.5%	0.2%	-0.3%	5.7%	11.9%	30.0%	27.1%	18.6%	82.6%	121.5%	44.4%	58.6%	-0.9%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.72	p	EOD	-1.9%	-7.2%	-10.2%	9.9%	6.5%	3.0%	6.0%	63.1%	112.0%	8.3%	37.9%	-13.3%	Jun '26
Small Value- Avantis	121.46		-0.4%	-2.1%	-3.6%	-0.1%	15.3%	22.8%	7.4%	20.2%	65.8%	82.9%	28.0%	65.3%	-5.3%	Aug '26
Mid Value- Pacer Cash Cows	68.69		-0.4%	-2.7%	-4.1%	11.8%	12.3%	22.6%	9.0%	15.4%	48.2%	75.6%	20.9%	49.0%	-4.9%	Sep '26
Growth- S&P Momentum	152.14		2.0%	5.5%	2.3%	-4.7%	34.3%	25.8%	26.6%	28.1%	171.2%	162.2%	49.4%	86.0%	-5.9%	Jun '26
Invesco S&P Quality	84.81		1.0%	1.2%	-1.3%	-4.9%	13.4%	17.0%	13.2%	13.7%	74.7%	85.5%	21.2%	45.2%	-5.9%	Jun '26
Rotation Factor- BlackRock	70.37		1.6%	2.0%	2.1%	4.1%	21.5%	20.2%	20.0%	16.5%	106.3%	111.4%	33.3%	64.0%	NewNew Peak	Sep '26
US Min Volatility- Fidelity	71.96		0.9%	-0.6%	-0.9%	5.5%	12.2%	10.8%	11.8%	8.7%	52.0%	60.0%	16.2%	34.7%	-2.3%	Aug '26
Derivative Income- JPMorgan	56.65		0.7%	0.2%	-1.6%	3.0%	5.3%	7.9%	8.1%	4.4%	32.6%	44.4%	8.2%	24.7%	-2.0%	Aug '26

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	18.26	p	EOD	0.9%	3.5%	5.2%	10.0%	14.6%	6.5%	15.5%	34.8%	48.3%	21.2%	26.5%	NewNew Peak	Sep '26
Multistrategy- AQR	15.54	p	EOD	0.3%	2.8%	5.6%	7.8%	14.7%	16.4%	10.9%	44.6%	87.4%	22.2%	27.4%	-0.1%	Sep '26
Long Short- AQR	22.43	p	EOD	0.3%	1.5%	6.8%	9.4%	15.5%	34.4%	6.0%	90.1%	210.7%	32.3%	37.8%	-0.2%	Sep '26
Mkt Neutral- BlackRock	15.86	p	EOD	1.2%	2.9%	3.6%	12.9%	22.0%	18.3%	17.1%	80.4%	94.8%	37.1%	30.9%	-0.3%	Sep '26
Multi Strategy- Variant	25.80	p	EOD	0.2%	0.6%	1.5%	3.0%	6.6%	7.2%	4.1%	20.4%	42.6%	10.6%	9.7%	NewNew Peak	Sep '26
Long Short- First Trust	77.04		0.5%	1.0%	1.4%	3.7%	11.5%	11.9%	9.1%	8.9%	51.1%	67.0%	15.0%	29.9%	NewNew Peak	Sep '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	354.97	1.6%	1.6%	3.0%	-3.5%	18.1%	39.7%	66.0%	13.6%	174.7%	157.7%	92.7%	146.5%	-11.7%	May '26
Meta (Communications)	741.24	11.3%	11.4%	34.8%	28.4%	25.0%	-4.5%	13.1%	12.5%	152.9%	109.2%	5.8%	45.8%	-5.9%	Aug '25
Amazon (Cyclical)	258.45	1.9%	1.9%	-0.1%	5.8%	25.8%	11.7%	5.2%	12.0%	99.8%	54.6%	14.0%	51.4%	-9.0%	Aug '26
Tesla (Cyclical)	375.30	3.0%	4.5%	3.4%	-6.3%	2.0%	-11.9%	11.4%	-16.5%	46.8%	52.3%	4.1%	69.2%	-23.4%	Dec '25
Procter & Gamble (Defensive)	146.08	-0.2%	0.0%	1.0%	-2.1%	2.8%	-3.6%	-12.3%	4.2%	3.9%	16.1%	-8.5%	-3.8%	-13.6%	Mar '25
PepsiCo (Defensive)	129.59	-0.12%	-5.0%	-8.7%	-7.8%	-11.8%	-4.9%	-1.8%	-7.0%	-17.7%	-0.7%	-4.8%	-1.9%	-21.7%	Feb '26
Coca-Cola (Defensive)	87.12	-1.3%	-1.9%	-3.8%	10.4%	18.0%	34.6%	15.6%	27.0%	65.1%	86.6%	30.5%	32.7%	-4.7%	Aug '26
Exxon Mobil (Energy)	158.30	-3.2%	-4.1%	-4.1%	15.6%	0.5%	44.4%	16.0%	34.2%	52.2%	251.7%	50.4%	64.7%	-6.5%	Sep '26
Chevron (Energy)	203.67	-2.8%	-4.0%	-0.8%	18.3%	2.8%	35.5%	10.1%	37.4%	39.8%	162.4%	37.8%	58.2%	-6.5%	Sep '26
JPMorgan Chase (Financial)	352.04	0.7%	0.5%	0.1%	8.7%	24.0%	14.0%	37.3%	10.8%	155.6%	160.8%	29.9%	66.2%	-3.6%	Aug '26
Visa (Financial)	369.95	0.5%	-1.4%	-0.3%	13.3%	23.1%	9.2%	11.8%	6.1%	60.0%	74.5%	5.3%	21.4%	-3.7%	Aug '26
Mastercard (Financial)	567.65	0.4%	-1.2%	-2.2%	16.1%	14.8%	-2.2%	9.0%	-0.1%	43.3%	73.3%	0.8%	19.4%	-5.4%	Aug '26
Bank of America (Financial)	57.96	0.4%	-2.5%	-5.6%	3.7%	24.2%	13.3%	28.0%	7.1%	122.0%	67.4%	31.0%	70.9%	-10.1%	Aug '26
UnitedHealth (Health)	377.56	0.2%	-1.6%	-2.6%	-5.3%	38.6%	15.1%	-33.1%	16.6%	-19.8%	0.2%	-22.8%	-29.0%	-34.5%	Apr '25
Johnson & Johnson (Health)	269.47	-0.2%	1.2%	0.2%	18.6%	15.7%	56.4%	47.5%	32.3%	81.5%	88.3%	77.3%	86.6%	-3.2%	Sep '26
Eli Lilly (Health)	1164.89	1.0%	2.3%	-7.2%	6.2%	28.9%	55.9%	40.2%	8.9%	116.2%	429.6%	35.8%	62.1%	-9.0%	Aug '26
Union Pacific (Industrials)	269.63	-3.5%	-5.4%	-12.1%	5.5%	15.9%	24.8%	3.9%	18.3%	36.3%	53.5%	13.4%	33.8%	-12.8%	Aug '26
Honeywell (Industrials)	206.48	0.01%	2.5%	-4.4%	-13.8%	-10.4%	1.7%	-6.4%	2.3%	16.1%	7.7%	2.6%	17.7%	-20.0%	Mar '26
Nvidia (IT)	227.38	2.3%	7.8%	6.0%	8.0%	32.0%	29.0%	38.9%	22.2%	456.0%	974.9%	63.7%	136.7%	-3.3%	May '26
Broadcom (IT)	362.66	1.4%	5.2%	-1.6%	-11.7%	17.2%	5.9%	50.6%	5.2%	362.6%	705.4%	60.6%	134.7%	-24.6%	Jun '26
Adobe (IT)	249.52	0.2%	-6.1%	-9.4%	27.9%	0.6%	-31.8%	-21.3%	-28.7%	-51.4%	-61.4%	-45.4%	-26.6%	-46.2%	Feb '25
Oracle (IT)	148.56	0.6%	2.6%	1.4%	-19.1%	-0.1%	-51.3%	18.1%	-23.0%	40.6%	82.8%	-16.8%	21.4%	-54.2%	Sep '25
salesforce.com (IT)	236.42	-0.6%	-8.7%	13.2%	56.0%	21.8%	-3.5%	-20.2%	-10.1%	15.5%	-6.6%	-26.2%	-1.8%	-33.4%	Jan '25
Linde PLC (Materials)	457.50	-0.6%	-1.5%	-5.9%	-10.4%	-5.7%	-3.2%	3.2%	8.4%	27.6%	60.5%	1.3%	12.9%	-16.0%	Jul '26
Sherwin-Williams (Materials)	321.31	0.2%	-1.0%	-7.3%	0.4%	6.4%	-6.5%	-3.8%	-0.1%	29.7%	15.8%	-7.2%	3.9%	-13.6%	Sep '25
American Tower (Real Estate)	174.60	0.4%	-1.3%	-0.7%	-0.8%	0.7%	-6.2%	-0.9%	1.4%	14.6%	-30.1%	-2.3%	-10.0%	-22.0%	Jul '25
Prologis Inc. (Real Estate)	135.82	0.7%	1.3%	-3.5%	-2.6%	7.7%	23.4%	25.1%	8.9%	30.6%	22.1%	18.4%	59.0%	-8.8%	Jul '26
NextEra Energy (Utilities)	79.63	-1.0%	-2.5%	-4.1%	-7.5%	-9.7%	15.2%	15.5%	1.4%	30.1%	11.2%	21.5%	29.8%	-17.4%	Apr '26
Duke Energy (Utilities)	116.74	-0.7%	-1.9%	-2.6%	-4.9%	-6.3%	-0.2%	12.7%	2.2%	39.9%	43.1%	10.0%	6.1%	-11.0%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.81	p	EOD	0.1%	-1.1%	-1.4%	3.0%	3.2%	9.4%	1.8%	24.5%	9.9%	9.7%	12.5%	-1.6%	Aug '26
Moderate-60% Stock	69.76		1.0%	1.1%	-0.1%	0.8%	11.1%	11.5%	16.4%	8.6%	51.8%	40.8%	22.3%	35.3%	-0.9%	Aug '26
Mod Agg-80% Stock	55.72	p	EOD	0.2%	-1.1%	0.3%	13.4%	14.1%	19.6%	10.7%	64.0%	52.9%	26.8%	45.4%	-2.0%	Aug '26
Aggressive-90% Stock	34.61	p	EOD	0.4%	-1.2%	0.1%	17.0%	18.6%	20.9%	14.3%	71.0%	56.8%	31.6%	55.2%	-1.9%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	86604.69	6.7%	10.8%	10.6%	37.7%	22.8%	-25.1%	-6.3%	-1.0%	226.0%	112.8%	-10.4%	13.5%	-30.6%	Oct '25
Ethereum	2769.13	4.8%	10.1%	10.1%	62.0%	29.0%	-38.1%	-11.0%	-6.7%	74.8%	0.2%	2.0%	88.0%	-42.7%	Aug '25
BNB	804.00	4.1%	11.6%	17.0%	39.1%	25.2%	-18.3%	23.1%	-6.9%	281.4%	133.4%	23.0%	45.3%	-38.6%	Oct '25
Solana	119.09	7.2%	16.2%	27.2%	71.0%	32.5%	-50.1%	-34.2%	-4.3%	511.4%	-3.9%	-29.5%	12.9%	-54.5%	Jan '25
Bitcoin ETF	49.01	6.5%	9.5%	12.2%	37.6%	23.2%	-25.0%	-6.4%	-1.3%	-	-	-10.3%	12.4%	-31.3%	Oct '25
Grayscale Bitcoin (hi fee)	66.88	6.5%	9.5%	12.2%	37.0%	22.4%	-26.0%	-7.6%	-2.2%	289.7%	123.1%	-12.1%	10.3%	-32.1%	Oct '25
Bloomberg Commodities	26.28	-0.6%	-0.6%	3.1%	14.6%	10.1%	44.4%	14.9%	34.6%	53.9%	77.3%	41.2%	56.2%	-2.0%	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.30	-0.7%	-0.6%	0.4%	8.1%	6.8%	11.4%	1.1%	9.4%	16.3%	185.2%	11.1%	12.3%	-1.3%	Sep '26
10yr Treasury rate	4.96	-0.7%	0.0%	4.7%	11.5%	13.0%	19.9%	-9.0%	19.2%	10.8%	274.8%	9.4%	16.4%	-0.9%	Sep '26
5yr Treasury rate	4.83	-0.5%	0.9%	9.3%	14.4%	20.5%	31.0%	-15.0%	29.9%	4.7%	483.1%	10.6%	23.5%	-0.5%	Sep '26
13-week T-bill	3.98	0.10%	1.2%	7.3%	8.9%	10.1%	2.7%	-15.7%	12.3%	-24.9%	19810.0%	-5.6%	-4.7%	-7.1%	May '25
Crude Oil	91.97	-8.3%	-9.3%	5.6%	20.1%	-6.5%	46.7%	-19.9%	60.2%	2.6%	30.3%	27.3%	54.4%	-18.6%	Apr '26
Gold	4381.00	-1.0%	0.7%	-6.4%	3.2%	-4.2%	18.2%	64.4%	0.9%	125.9%	146.4%	49.2%	46.5%	-17.6%	Jan '26
USD/EUR	0.87	0.10%	0.7%	1.8%	-0.1%	1.0%	-	-11.4%	2.4%	-7.0%	2.2%	-8.9%	-4.3%	-10.7%	Jan '25
USD/JPY	157.32	0.2%	1.9%	-1.0%	-2.5%	-0.4%	-	-0.4%	0.6%	6.6%	44.1%	3.5%	7.9%	-4.0%	Jul '26
S&P 500 Volatility Index	14.87	0.4%	-13.0%	-1.7%	-9.3%	-44.5%	-3.8%	-13.8%	-0.5%	-15.2%	-39.0%	-2.6%	-71.6%	-71.6%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.10		0.10%	0.0%	-0.4%	0.3%	1.3%	2.8%	6.1%	1.6%	18.4%	18.8%	6.9%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.55		0.06%	-0.2%	-2.0%	-2.9%	-1.2%	-0.4%	4.3%	-1.5%	10.2%	2.6%	2.1%	4.5%	-3.4%	Jul '26
Interm Bond- Janus MSB	43.56		0.4%	0.4%	-1.4%	-2.1%	-0.8%	0.4%	8.8%	-1.3%	16.4%	1.3%	6.3%	5.2%	-3.4%	Feb '26
Interm Bond- Vanguard	74.19		0.3%	0.3%	-1.3%	-2.0%	-1.1%	-1.1%	8.5%	-2.0%	15.0%	-2.0%	5.5%	3.9%	-3.7%	Feb '26
Multisector Bond- Intrepid	8.86	p	EOD	0.3%	-0.1%	0.7%	3.4%	4.4%	8.2%	3.0%	28.2%	34.0%	9.7%	12.6%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.22		0.2%	0.4%	-1.0%	-1.3%	1.7%	0.8%	8.2%	-0.1%	18.4%	13.0%	6.2%	6.8%	-2.0%	Feb '26
Long Bond- Vanguard	71.63		0.6%	1.3%	0.4%	-3.6%	0.2%	-2.8%	7.2%	-2.0%	15.0%	-16.4%	3.8%	7.4%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.03	p	EOD	-0.3%	-2.3%	-3.5%	-1.5%	0.1%	4.4%	-1.6%	12.7%	2.7%	2.2%	5.0%	-4.0%	Jul '26
Long Muni- iShares	55.11		0.04%	-0.3%	-2.2%	-3.4%	-1.5%	-0.6%	3.4%	-2.2%	8.5%	-0.2%	1.6%	5.4%	-4.0%	Feb '26

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