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S&P 500

Return

78.3%

[

20.3%

annualized]

Dec 30 2022 - Feb 17 2026

-1.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.5%

[

13.7%

annualized]

Dec 30 2022 - Feb 17 2026

-1.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.5%

[

13.9%

annualized]

Dec 30 2022 - Feb 17 2026

-2.5%

Below
Peak
Jan '26

Performance Range:

As of Feb 17 04:00 PM EDT, next update at 04:10 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	6844.11	0.12%	-1.4%	-1.4%	2.6%	6.1%	11.9%	16.4%	0.0%	67.8%	74.1%	42.7%	91.3%	-1.9%	Jan '26
DJIA (Large Value)	49544.46	0.09%	-1.3%	0.4%	6.3%	10.2%	11.2%	13.0%	3.1%	46.5%	56.7%	35.4%	69.6%	-1.3%	Feb '26
Russell 2000 (Small Cap)	2649.91	0.12%	-1.1%	-1.0%	13.2%	15.9%	16.2%	11.3%	6.8%	36.1%	17.5%	16.6%	57.0%	-2.5%	Jan '26
NASDAQ Comp (Tech/Growth)	22586.32	0.2%	-2.2%	-4.0%	-0.5%	4.5%	12.8%	20.4%	-2.8%	91.6%	61.7%	42.7%	116.8%	-5.7%	Oct '25
Aggregate Bond	100.99	0%	0.5%	1.3%	2.0%	4.1%	7.5%	7.2%	1.4%	14.9%	0.9%	1.9%	19.0%	New Peak	Feb '26
Corp Bond	111.68	0.08%	0.8%	1.4%	2.4%	4.0%	8.2%	7.9%	1.7%	18.9%	0.1%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.81	-0.06%	0.0%	0.1%	2.3%	3.4%	7.4%	8.6%	0.7%	29.4%	20.7%	17.3%	37.3%	-0.1%	Feb '26
Preferred	31.83	0.4%	1.0%	0.7%	5.3%	4.4%	6.6%	4.9%	3.4%	17.2%	13.1%	4.6%	28.4%	New Peak	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	52.67	-1.2%	-0.4%	8.2%	23.9%	18.2%	19.6%	9.9%	16.2%	37.4%	56.9%	27.7%	64.0%	-1.8%	Feb '26
Consumer Discretionary/Cyclical	115.93	-0.2%	-2.0%	-5.2%	1.6%	1.6%	3.0%	7.4%	-2.9%	57.9%	41.5%	14.1%	71.6%	-6.9%	Jan '26
Financial Services	52.15	1.0%	-2.6%	-4.2%	1.7%	0.1%	2.1%	14.9%	-4.8%	50.3%	76.4%	41.3%	81.8%	-7.5%	Jan '26
Real Estate	95.46	0.9%	1.7%	3.1%	8.4%	8.5%	8.3%	3.3%	7.9%	20.7%	29.4%	-3.0%	42.4%	New Peak	Feb '26
Communication Services	114.35	-0.2%	-2.8%	-0.7%	3.2%	3.3%	9.9%	23.1%	-2.9%	113.3%	63.3%	52.4%	148.5%	-4.8%	Jan '26
Energy	53.69	-1.2%	0.2%	12.6%	19.9%	27.7%	23.2%	7.9%	20.1%	40.6%	178.8%	116.3%	49.8%	-2.3%	Feb '26
Industrials	174.91	0.4%	0.6%	4.8%	16.6%	17.1%	28.9%	19.3%	12.8%	77.7%	109.8%	77.5%	117.0%	New Peak	Feb '26
Technology	139.31	-0.2%	-2.3%	-4.3%	-1.6%	5.2%	16.8%	24.6%	-3.2%	103.6%	111.6%	63.8%	145.0%	-8.2%	Oct '25
Consumer Staples/Defensive	88.17	-1.5%	1.2%	7.4%	15.8%	9.1%	12.4%	1.5%	13.5%	29.7%	52.7%	27.1%	42.3%	-1.5%	Feb '26
Healthcare	157.27	-0.3%	1.3%	1.0%	4.1%	16.5%	10.5%	14.5%	1.6%	25.2%	46.1%	20.4%	36.1%	-1.5%	Jan '26
Utilities	46.35	-0.3%	4.9%	6.8%	4.3%	9.8%	20.5%	16.0%	8.6%	48.4%	74.1%	47.7%	66.6%	-0.3%	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	145.97	0.02%	-0.9%	0.7%	6.3%	10.4%	20.0%	22.4%	3.2%	69.7%	65.5%	47.3%	100.1%	-1.2%	Feb '26
MSCI Emerging Markets	60.85	-0.4%	0.4%	5.1%	13.6%	23.6%	40.3%	34.0%	11.2%	65.2%	18.1%	36.4%	92.1%	-1.2%	Feb '26
FTSE Europe	89.21	0.6%	0.0%	3.5%	12.5%	14.4%	31.1%	35.8%	6.7%	61.0%	67.5%	47.7%	116.5%	-0.3%	Feb '26
MSCI Japan	91.88	-2.1%	-1.3%	7.5%	15.6%	19.0%	38.6%	25.9%	13.8%	76.2%	44.6%	51.7%	106.6%	-2.2%	Feb '26
MSCI India	53.26	0.7%	-0.9%	0.8%	-2.5%	1.1%	7.4%	2.7%	-1.5%	33.3%	33.0%	15.4%	32.6%	-9.4%	Sep '24
MSCI China	60.62	0.4%	-2.2%	-3.0%	-2.3%	2.8%	15.9%	31.0%	0.9%	30.6%	-30.2%	7.1%	63.9%	-8.4%	Oct '25
International Bond	48.90	0.2%	0.5%	1.0%	1.2%	2.6%	3.8%	2.9%	1.4%	15.5%	1.8%	2.9%	19.1%	New Peak	Feb '26
iShares Latin America	36.01	-0.7%	-1.3%	10.8%	22.3%	41.2%	56.5%	52.7%	18.3%	71.9%	76.1%	104.8%	83.8%	-2.9%	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	627.20	0.05%	-1.5%	-1.4%	2.8%	6.6%	13.2%	17.8%	0.0%	74.7%	86.7%	51.3%	100.4%	-2.0%	Jan '26
US Large Growth	448.92	0.4%	-2.3%	-4.6%	-3.7%	0.2%	8.2%	18.3%	-5.2%	94.1%	83.2%	49.6%	119.7%	-8.6%	Oct '25
US Large Value	223.04	-0.3%	-0.6%	1.9%	10.6%	13.5%	16.8%	15.7%	6.0%	49.5%	69.5%	43.4%	74.0%	-0.8%	Feb '26

US MidCap Blend	301.68	-0.2%	-0.2%	0.4%	7.1%	6.3%	11.2%	11.6%	3.9%	43.4%	46.4%	26.9%	69.2%	-0.4%	Feb '26
US MidCap Growth	273.48	-0.01%	-0.7%	-4.2%	-0.5%	-3.7%	0.9%	10.7%	-2.0%	41.0%	24.5%	12.0%	65.3%	-8.1%	Oct '25
US MidCap Value	191.92	-0.2%	0.2%	3.6%	12.6%	14.0%	18.9%	12.1%	8.2%	42.6%	67.4%	39.8%	69.0%	-0.2%	Feb '26

US Small Blend	275.86	-0.2%	-1.1%	0.1%	12.9%	12.9%	12.8%	8.9%	6.9%	42.3%	37.7%	28.8%	67.1%	-1.1%	Feb '26
US Small Growth	335.02	0.08%	-1.8%	-4.1%	9.5%	12.3%	14.0%	12.9%	3.7%	43.5%	6.2%	16.3%	65.1%	-5.3%	Jan '26
US Small Value	199.54	-0.2%	-0.6%	2.1%	17.4%	21.0%	21.3%	12.4%	10.1%	38.5%	44.9%	28.6%	61.9%	-0.7%	Feb '26

Foreign Large Blend	104.21	-0.02%	0.0%	4.7%	12.9%	15.1%	31.8%	31.6%	8.5%	61.7%	59.5%	48.9%	107.0%	-0.7%	Feb '26
Foreign Growth	121.82	-0.05%	-0.2%	2.2%	9.4%	10.4%	19.4%	20.7%	6.9%	41.9%	27.1%	18.2%	79.1%	-0.7%	Feb '26
Foreign Value	78.67	0.04%	0.0%	7.1%	16.2%	19.3%	44.0%	42.2%	10.2%	82.4%	95.4%	84.5%	136.7%	-0.7%	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	23.08		-0.2%	-0.3%	-1.3%	-0.9%	-0.7%	1.9%	3.6%	-1.0%	22.6%	27.7%	24.1%	29.8%	-1.8%	Jan '26
Ultra Short- Janus AAA CLO	50.72		-0.02%	0.0%	0.3%	1.4%	2.5%	5.0%	5.2%	0.6%	21.3%	25.2%	24.1%	26.3%	New Peak	Feb '26
Bank Loan- Invesco	20.65		0.05%	-0.1%	-1.4%	0.1%	1.9%	5.0%	6.9%	-1.2%	24.5%	27.2%	25.4%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.0%	0.2%	1.6%	3.6%	7.9%	8.9%	0.5%	36.5%	60.6%	47.9%	41.2%	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		0.06%	-1.3%	-0.3%	5.5%	7.6%	14.8%	17.7%	1.7%	80.6%	119.5%	89.7%	109.5%	-1.6%	Feb '26
Int’l Min Volatility- Franklin	40.47		-0.02%	0.7%	6.5%	13.5%	20.7%	33.5%	27.1%	9.9%	79.1%	126.2%	96.0%	110.4%	-0.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.42	p	EOD	-3.5%	-3.2%	10.0%	7.3%	6.7%	3.0%	4.7%	68.8%	114.2%	95.5%	101.0%	-4.0%	Feb '26
Small Value- Avantis	114.59		-0.3%	0.1%	5.6%	20.9%	21.3%	19.6%	7.4%	12.4%	46.0%	86.3%	52.1%	74.5%	-0.6%	Feb '26
Mid Value- Pacer Cash Cows	63.79		-0.6%	-0.2%	3.4%	11.4%	14.0%	12.2%	9.0%	6.0%	40.0%	91.6%	46.5%	58.5%	-1.1%	Feb '26
Growth- S&P Momentum	118.81		0.5%	-1.6%	-1.0%	2.2%	1.7%	16.2%	26.6%	-0.4%	122.6%	126.9%	93.4%	137.7%	-4.1%	Oct '25
Invesco S&P Quality	79.63		0.3%	0.1%	2.8%	10.0%	11.2%	13.7%	13.2%	6.1%	79.6%	94.0%	57.9%	108.0%	-0.8%	Feb '26
Rotation Factor- BlackRock	60.76		0.4%	-1.7%	-0.6%	2.3%	7.3%	14.4%	20.0%	-0.1%	97.7%	99.2%	68.9%	128.8%	-1.9%	Feb '26
US Min Volatility- Fidelity	67.64		0.07%	-1.0%	-0.2%	3.3%	5.9%	9.5%	11.8%	1.3%	49.9%	67.3%	37.8%	68.1%	-1.5%	Feb '26
Derivative Income- JPMorgan	59.20		-0.2%	0.0%	2.0%	7.1%	8.6%	8.8%	8.1%	4.0%	36.9%	61.1%	34.7%	53.8%	-0.2%	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	16.08	p	EOD	0.1%	2.0%	2.5%	1.0%	7.1%	6.5%	1.7%	26.4%	33.3%	31.7%	31.2%	New Peak	Feb '26
Multistrategy- AQR	14.31	p	EOD	-0.2%	2.0%	3.2%	8.6%	13.2%	16.4%	2.1%	42.3%	76.8%	67.8%	49.9%	-0.7%	Feb '26
Long Short- AQR	20.68	p	EOD	-0.8%	0.3%	3.2%	10.2%	22.1%	34.4%	-2.3%	101.4%	213.8%	152.3%	140.6%	-2.9%	Dec '25
Mkt Neutral- BlackRock	14.46	p	EOD	-1.2%	-1.4%	2.7%	7.3%	15.5%	18.3%	-0.8%	60.3%	66.6%	67.7%	68.2%	-2.7%	Feb '26
Multi Strategy- Variant	26.40	p	EOD	0.2%	0.6%	1.3%	3.3%	6.5%	7.2%	0.3%	21.9%	47.7%	34.2%	25.8%	New Peak	Feb '26
Long Short- First Trust	70.80		-0.02%	-0.6%	-0.8%	0.6%	5.5%	5.7%	9.1%	-0.3%	47.1%	60.2%	43.2%	58.4%	-1.8%	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)	302.02	-1.2%	-5.2%	-8.5%	6.0%	48.4%	63.7%	66.0%	-3.5%	222.5%	187.3%	109.9%	211.9%	-12.1%	Feb '26
Meta (Communications)	639.26	-0.08%	-4.7%	3.1%	6.3%	-18.5%	-12.9%	13.1%	-3.2%	272.4%	135.3%	90.1%	404.9%	-19.0%	Aug '25
Amazon (Cyclical)	201.15	1.2%	-2.8%	-15.9%	-13.6%	-12.9%	-12.0%	5.2%	-12.9%	106.9%	21.6%	18.0%	78.2%	-20.8%	Nov '25
Tesla (Cyclical)	410.63	-1.6%	-3.4%	-6.1%	0.4%	24.2%	15.4%	11.4%	-8.7%	97.1%	54.3%	2.7%	89.0%	-16.2%	Dec '25
Procter & Gamble (Defensive)	159.39	-0.4%	0.2%	11.1%	10.1%	4.7%	0.5%	-12.3%	12.0%	22.9%	40.8%	8.9%	40.1%	-8.3%	Dec '24
PepsiCo (Defensive)	161.88	-2.4%	-3.0%	10.6%	10.6%	9.8%	17.4%	-1.8%	12.8%	1.4%	40.5%	6.1%	6.2%	-9.5%	May '23
Coca-Cola (Defensive)	79.53	1.1%	3.5%	12.9%	13.3%	15.4%	18.9%	15.6%	13.8%	44.8%	84.4%	51.1%	59.0%	New Peak	Feb '26
Exxon Mobil (Energy)	146.15	-1.5%	-2.9%	13.3%	25.0%	39.4%	39.7%	16.0%	22.3%	45.5%	234.9%	166.9%	67.0%	-5.4%	Feb '26
Chevron (Energy)	180.43	-1.8%	-1.0%	8.5%	17.8%	17.8%	20.2%	10.1%	18.4%	24.6%	129.4%	77.8%	30.8%	-2.9%	Feb '26
JPMorgan Chase (Financial)	306.86	1.4%	-3.6%	-1.8%	2.6%	6.6%	13.2%	37.3%	-4.3%	131.6%	140.1%	111.7%	220.3%	-8.3%	Jan '26
Visa (Financial)	319.16	1.6%	-2.7%	-2.6%	-1.8%	-7.0%	-9.1%	11.8%	-8.8%	46.0%	59.6%	48.9%	83.9%	-14.0%	Jun '25
Mastercard (Financial)	521.64	0.6%	-3.5%	-3.3%	-2.7%	-10.1%	-7.1%	9.0%	-8.5%	47.0%	59.1%	44.2%	87.6%	-12.7%	Aug '25
Bank of America (Financial)	52.68	0.2%	-4.9%	-0.5%	2.9%	13.4%	14.8%	28.0%	-4.2%	61.2%	72.7%	26.3%	92.0%	-8.0%	Jan '26
UnitedHealth (Health)	289.14	-1.4%	5.8%	-12.7%	-9.2%	-3.6%	-43.4%	-33.1%	-12.4%	-38.8%	-4.0%	-38.4%	-38.7%	-52.4%	Nov '24
Johnson & Johnson (Health)	242.99	-0.2%	1.9%	11.1%	22.5%	39.5%	60.4%	47.5%	17.4%	64.8%	69.1%	59.3%	64.7%	-0.6%	Feb '26
Eli Lilly (Health)	1035.83	-0.4%	1.2%	-0.1%	1.6%	48.2%	23.6%	40.2%	-3.5%	222.5%	427.4%	296.4%	228.3%	-6.5%	Nov '25
Union Pacific (Industrials)	262.71	0.8%	0.5%	14.5%	19.6%	20.4%	7.9%	3.9%	13.6%	39.8%	39.1%	16.4%	47.6%	New Peak	Feb '26
Honeywell (Industrials)	242.65	0.5%	-0.3%	10.6%	23.8%	19.5%	29.8%	-6.4%	24.4%	36.3%	41.2%	35.5%	59.7%	-0.3%	Feb '26
Nvidia (IT)	184.97	1.2%	-1.9%	-0.7%	-0.9%	2.5%	33.3%	38.9%	-0.8%	765.7%	1144.4%	515.3%	1510.5%	-10.7%	Oct '25
Broadcom (IT)	332.54	2.3%	-2.3%	-5.5%	-2.8%	8.9%	44.0%	50.6%	-3.9%	484.0%	666.1%	441.2%	714.5%	-19.3%	Dec '25
Adobe (IT)	260.44	-1.3%	-1.6%	-12.0%	-19.9%	-26.6%	-43.4%	-21.3%	-25.6%	-27.0%	-47.0%	-53.9%	-9.0%	-59.0%	Feb '24
Oracle (IT)	153.98	-3.8%	-3.7%	-19.4%	-29.8%	-37.7%	-10.7%	18.1%	-20.8%	82.9%	165.6%	85.4%	151.2%	-52.9%	Sep '25
salesforce.com (IT)	184.20	-2.9%	-4.8%	-18.9%	-22.2%	-23.8%	-43.2%	-20.2%	-30.5%	12.9%	-24.7%	-27.0%	31.0%	-49.5%	Dec '24
Linde PLC (Materials)	482.22	0.3%	4.7%	9.9%	15.8%	1.1%	6.9%	3.2%	13.1%	56.0%	107.3%	50.4%	85.3%	New Peak	Feb '26
Sherwin-Williams (Materials)	367.66	-0.3%	0.8%	2.7%	12.5%	1.1%	3.9%	-3.8%	13.5%	65.7%	59.9%	12.5%	87.9%	-7.2%	Nov '24
American Tower (Real Estate)	192.92	0.4%	8.1%	5.1%	7.9%	-4.7%	5.4%	-0.9%	9.9%	1.5%	-1.3%	-23.5%	17.0%	-16.4%	Sep '24
Prologis Inc. (Real Estate)	141.82	2.1%	1.0%	6.5%	15.7%	35.3%	21.5%	25.1%	11.1%	24.4%	54.2%	-3.0%	56.3%	New Peak	Feb '26
NextEra Energy (Utilities)	92.72	-1.1%	2.1%	10.9%	8.9%	24.8%	40.5%	15.5%	15.5%	33.0%	30.6%	12.7%	39.8%	-1.1%	Feb '26
Duke Energy (Utilities)	126.74	-1.1%	3.4%	7.2%	2.1%	5.3%	17.6%	12.7%	9.1%	43.2%	72.5%	44.5%	69.1%	-1.1%	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	16.06	p	EOD	0.2%	1.1%	2.9%	5.2%	9.5%	9.4%	1.8%	24.6%	12.0%	10.3%	32.1%	New Peak	Feb '26
Moderate-60% Stock	66.86		0.01%	-0.3%	1.1%	5.1%	8.4%	15.8%	16.4%	2.8%	45.9%	39.3%	29.2%	64.0%	-0.4%	Feb '26
Mod Agg-80% Stock	52.48	p	EOD	-0.6%	1.0%	6.3%	9.9%	18.8%	19.6%	3.4%	56.9%	50.2%	37.4%	80.5%	-0.8%	Feb '26
Aggressive-90% Stock	31.48	p	EOD	-0.8%	1.1%	7.3%	11.1%	19.9%	20.9%	4.0%	58.1%	52.3%	36.7%	82.6%	-1.1%	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	67736.47	-1.6%	-1.5%	-29.1%	-26.4%	-42.3%	-30.5%	-6.3%	-22.6%	175.7%	29.9%	45.8%	253.6%	-45.7%	Oct '25
Ethereum	1995.57	-0.12%	-1.2%	-39.4%	-34.0%	-55.1%	-26.8%	-11.0%	-32.7%	17.7%	8.0%	-46.9%	54.1%	-58.7%	Aug '25
BNB	618.47	-1.3%	-0.2%	-34.0%	-31.8%	-25.2%	-6.0%	23.1%	-28.4%	97.4%	275.6%	20.8%	128.2%	-52.8%	Oct '25
Solana	85.02	-1.6%	2.5%	-41.3%	-35.0%	-54.2%	-57.5%	-34.2%	-31.7%	267.0%	934.0%	-50.1%	172.8%	-67.5%	Jan '25
Bitcoin ETF	38.39	-1.5%	-1.5%	-29.2%	-26.3%	-42.2%	-30.6%	-6.4%	-22.7%	-	-	-	-	-46.1%	Oct '25
Grayscale Bitcoin (hi fee)	52.84	-1.5%	-1.5%	-29.1%	-26.4%	-42.5%	-31.4%	-7.6%	-22.7%	379.5%	8.2%	70.7%	421.8%	-46.3%	Oct '25
Bloomberg Commodities	20.65	-1.5%	-2.0%	1.9%	7.3%	16.9%	13.1%	14.9%	5.7%	23.6%	56.8%	34.2%	16.4%	-7.5%	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	4.68	-0.3%	-2.2%	-3.2%	-1.1%	-4.9%	-0.2%	1.1%	-3.2%	20.4%	126.3%	132.3%	20.6%	-8.2%	Oct '23
10yr Treasury rate	4.05	-0.10%	-2.3%	-4.2%	-2.0%	-6.4%	-9.4%	-9.0%	-2.7%	5.9%	211.5%	148.9%	3.8%	-18.8%	Oct '23
5yr Treasury rate	3.62	0.3%	-2.1%	-5.4%	-2.7%	-5.8%	-16.3%	-15.0%	-2.7%	-10.3%	539.8%	165.3%	-11.9%	-27.0%	Oct '23
13-week T-bill	3.59	0%	0.1%	1.0%	-4.7%	-12.6%	-14.7%	-15.7%	1.3%	-23.2%	10165.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	62.19	-1.1%	-2.8%	4.6%	3.8%	-1.0%	-12.1%	-19.9%	8.3%	-18.5%	1.7%	-18.3%	-28.7%	-33.6%	Sep '23
Gold	4900.60	-2.4%	-2.1%	6.8%	20.5%	46.9%	69.9%	64.5%	13.3%	166.3%	176.7%	172.3%	193.4%	-7.9%	Jan '26
EUR/USD	1.19	-0.10%	-0.4%	2.1%	2.1%	-	13.3%	12.9%	0.9%	11.2%	-2.0%	4.2%	22.1%	-1.4%	Jan '26
USD/JPY	153.26	0.3%	-1.8%	-3.4%	-0.9%	-	0.2%	-0.4%	-2.0%	14.3%	44.4%	33.1%	4.4%	-5.2%	Jul '24
S&P 500 Volatility Index	20.20	-1.9%	13.5%	27.4%	-9.7%	33.9%	36.8%	-13.8%	35.1%	0.9%	-6.0%	21.7%	-39.8%	-61.4%	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%	0.2%	0.7%	1.5%	2.8%	6.0%	6.1%	0.7%	20.2%	18.6%	18.1%	23.3%	New Peak	Feb '26
Interm Muni- JPMorgan	51.10		0.10%	0.3%	0.9%	1.9%	5.3%	5.2%	4.3%	1.5%	13.5%	6.5%	5.8%	17.5%	New Peak	Feb '26
Interm Bond- Janus MSB	46.22		-0.13%	0.5%	1.2%	2.7%	5.7%	9.2%	8.8%	1.6%	16.7%	4.7%	5.2%	22.3%	-0.1%	Feb '26
Interm Bond- Vanguard	78.60		0%	0.6%	1.4%	1.9%	3.9%	8.7%	8.5%	1.3%	17.2%	1.8%	3.4%	21.5%	New Peak	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	-0.2%	-0.3%	1.6%	3.2%	6.9%	8.2%	0.4%	30.7%	36.3%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.31		0.09%	0.3%	1.1%	2.3%	3.7%	8.1%	8.2%	1.7%	20.8%	15.7%	15.6%	29.9%	New Peak	Feb '26
Long Bond- Vanguard	77.44		0.2%	1.1%	1.7%	2.8%	4.9%	7.9%	7.2%	2.6%	16.6%	-8.4%	-9.3%	28.0%	-0.5%	Oct '25
Long CA Muni- PIMCO	9.53	p	EOD	0.3%	0.7%	1.2%	5.3%	4.0%	3.3%	1.2%	12.7%	2.5%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.18		0.03%	0.2%	0.8%	2.1%	6.0%	5.4%	3.4%	1.5%	12.3%	3.9%	3.5%	15.5%	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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