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S&P 500

Return

62.8%

[

19.5%

annualized]

Dec 29 2023 - Sep 22 2026

DJIA (Large Value)

Return

37.6%

[

12.4%

annualized]

Dec 29 2023 - Sep 22 2026

Russell 2000 (Small Cap)

Return

42.6%

[

13.9%

annualized]

Dec 29 2023 - Sep 22 2026

Performance Range:

As of Sep 22 05:10 PM EDT, next update at 05:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7764.64	0.00%	2.4%	1.2%	3.9%	19.3%	16.0%	16.4%	13.4%	79.7%	76.6%	26.4%	55.8%	-0.4%	Aug '26
DJIA (Large Value)	51863.69	-0.4%	-0.4%	-2.7%	0.3%	13.8%	11.8%	13.0%	7.9%	52.7%	51.4%	16.2%	37.8%	-4.6%	Aug '26
Russell 2000 (Small Cap)	2889.92	0.5%	0.7%	-4.2%	-3.8%	18.5%	17.3%	11.3%	16.4%	62.7%	30.3%	26.6%	64.1%	-5.8%	Aug '26
NASDAQ Comp (Tech/Growth)	27244.28	0.5%	4.9%	4.1%	4.1%	25.9%	19.6%	20.4%	17.2%	106.2%	82.9%	35.8%	78.4%	NewNew Peak	Sep '26
Aggregate Bond	96.25	0.04%	0.4%	-0.8%	-1.4%	-0.4%	0.0%	7.2%	-1.0%	13.5%	-2.5%	5.2%	4.2%	-2.8%	Feb '26
Corp Bond	105.09	0%	0.8%	-0.4%	-2.2%	-0.2%	-1.3%	7.9%	-1.6%	15.8%	-5.7%	5.0%	6.5%	-3.3%	Feb '26
High Yield Bond	78.67	-0.01%	0.4%	-0.6%	-0.1%	2.7%	2.6%	8.6%	1.5%	27.0%	18.4%	8.3%	12.9%	-1.0%	Aug '26
Preferred	30.13	-0.3%	1.0%	-0.6%	-0.9%	2.3%	-1.0%	4.9%	0.7%	19.2%	2.7%	4.1%	12.6%	-3.2%	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	50.53	1.6%	0.1%	-5.2%	-1.7%	8.9%	13.8%	9.9%	12.8%	36.5%	39.4%	16.1%	39.9%	-5.4%	Aug '26
Consumer Discretionary/Cyclical	112.33	0.09%	1.5%	-4.6%	-2.1%	4.9%	-5.7%	7.4%	-5.3%	43.1%	28.4%	0.8%	28.9%	-9.2%	Jan '26
Financial Services	54.80	-2.0%	-3.3%	-4.3%	2.4%	13.0%	3.1%	14.9%	1.3%	70.5%	60.8%	7.7%	27.6%	-6.1%	Sep '26
Real Estate	93.62	-0.2%	-0.5%	-5.0%	-2.2%	7.6%	6.1%	3.3%	7.9%	36.1%	6.2%	7.7%	23.1%	-7.3%	Jul '26
Communication Services	113.53	-1.1%	-0.1%	2.2%	6.6%	2.1%	-3.1%	23.1%	-2.7%	79.1%	47.8%	10.5%	34.2%	-4.6%	Jan '26
Energy	61.78	-1.1%	-5.7%	-2.3%	15.0%	6.2%	44.9%	7.9%	40.9%	52.0%	201.4%	41.5%	69.1%	-5.7%	Sep '26
Industrials	170.27	0.2%	1.1%	-5.3%	-6.1%	6.2%	12.5%	19.3%	10.6%	74.4%	85.1%	25.4%	49.0%	-8.5%	Aug '26
Technology	196.27	0.7%	6.9%	7.2%	2.3%	45.6%	39.6%	24.6%	36.8%	143.3%	163.5%	63.7%	120.1%	-0.7%	Jun '26
Consumer Staples/Defensive	82.73	1.0%	-0.5%	-3.2%	1.3%	3.7%	9.0%	1.5%	8.6%	27.9%	34.2%	6.2%	12.9%	-6.3%	Feb '26
Healthcare	169.89	0.5%	1.7%	-2.3%	13.6%	18.3%	26.4%	14.5%	11.1%	37.2%	40.0%	19.5%	31.1%	-2.9%	Aug '26
Utilities	40.53	-0.3%	-1.2%	-4.5%	-8.7%	-7.3%	-2.2%	16.0%	-3.1%	40.0%	43.6%	6.0%	15.6%	-13.3%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	162.20	0.2%	2.5%	0.9%	2.9%	19.6%	19.0%	22.4%	15.4%	82.8%	73.3%	33.8%	60.2%	-0.2%	Aug '26
MSCI Emerging Markets	69.10	0.4%	5.1%	2.9%	-3.0%	24.8%	32.2%	34.0%	26.9%	93.0%	52.5%	59.4%	84.6%	-3.0%	Jun '26
FTSE Europe	89.43	0.2%	0.8%	-3.3%	1.6%	14.8%	16.0%	35.8%	9.2%	67.3%	55.5%	34.9%	49.5%	-3.8%	Aug '26
MSCI Japan	98.78	0.8%	1.9%	3.8%	1.9%	22.3%	26.9%	25.9%	23.0%	74.5%	53.6%	49.3%	68.5%	NewNew Peak	Sep '26
MSCI India	48.29	-0.4%	1.5%	-2.7%	-3.3%	3.6%	-9.7%	2.7%	-10.7%	9.4%	4.7%	-3.0%	-1.8%	-13.6%	Jun '25
MSCI China	54.25	0.5%	2.5%	-2.5%	2.6%	-1.1%	-14.2%	31.0%	-9.1%	33.0%	-10.5%	3.9%	23.4%	-17.5%	Oct '25
International Bond	47.26	0.11%	0.8%	-0.6%	-1.4%	0.3%	0.1%	2.9%	-0.3%	12.4%	-0.4%	2.4%	2.1%	-2.4%	Feb '26
iShares Latin America	35.81	0.9%	0.8%	3.3%	5.4%	11.3%	30.1%	52.7%	19.1%	62.2%	87.6%	58.6%	78.1%	-4.8%	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	0%	2.4%	1.3%	4.2%	19.9%	17.3%	17.8%	14.4%	86.8%	89.4%	28.8%	58.4%	-0.3%	Aug '26
US Large Growth	126.70	0.4%	5.2%	3.6%	4.2%	18.8%	7.9%	19.8%	7.4%	100.7%	100.1%	24.0%	60.4%	-1.4%	Jun '26
US Large Value	252.67	-0.3%	-0.3%	-1.4%	4.1%	20.4%	26.7%	15.7%	21.4%	74.0%	76.5%	32.5%	55.2%	-2.2%	Sep '26

US MidCap Blend	80.48	-0.10%	0.5%	-3.0%	0.4%	13.7%	14.3%	17.0%	11.7%	79.2%	76.2%	24.3%	48.3%	-4.7%	Aug '26
US MidCap Growth	298.50	0.3%	3.0%	-2.3%	-2.5%	15.3%	1.9%	10.7%	7.1%	56.9%	25.4%	10.2%	38.8%	-4.9%	Aug '26
US MidCap Value	201.35	-0.4%	-1.2%	-3.5%	2.7%	12.4%	19.0%	12.1%	14.7%	61.6%	60.0%	24.5%	45.6%	-4.6%	Aug '26

US Small Blend	292.33	0.4%	0.5%	-4.1%	-1.4%	14.4%	14.9%	8.9%	14.1%	61.7%	41.8%	20.1%	53.4%	-5.5%	Aug '26
US Small Growth	367.92	0.8%	1.9%	-4.9%	-6.5%	19.1%	13.8%	12.9%	14.2%	68.2%	26.5%	25.1%	65.3%	-6.9%	Aug '26
US Small Value	216.69	0.3%	-0.5%	-3.2%	-0.2%	19.0%	24.1%	12.4%	20.8%	69.4%	50.7%	33.3%	68.6%	-4.3%	Aug '26

Foreign Large Blend	106.50	0.3%	1.0%	-1.6%	1.8%	15.6%	18.1%	31.6%	12.6%	67.4%	55.6%	37.2%	53.6%	-2.1%	Aug '26
Foreign Growth	122.36	0.6%	2.4%	-2.7%	-2.4%	13.6%	9.8%	20.7%	8.3%	48.1%	19.4%	21.1%	40.9%	-3.8%	Aug '26
Foreign Value	81.40	-0.12%	-0.3%	-1.0%	6.0%	17.3%	26.7%	42.2%	17.0%	87.3%	99.2%	53.8%	66.7%	-2.0%	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	23.05		0.09%	0.3%	0.3%	2.4%	4.4%	3.0%	3.6%	3.2%	19.8%	30.2%	6.2%	9.9%	-0.2%	Sep '26
Ultra Short- Janus AAA CLO	50.68		0%	0.1%	0.4%	1.3%	2.8%	4.9%	5.2%	3.4%	19.4%	27.7%	8.0%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.57		0.05%	0.2%	1.0%	2.7%	4.2%	4.8%	6.9%	2.7%	22.2%	31.0%	9.0%	12.9%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.1%	0.6%	1.6%	3.3%	6.7%	8.9%	4.3%	32.2%	57.2%	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	60.17		0.1%	2.3%	0.8%	2.2%	18.8%	16.3%	17.7%	13.5%	90.1%	123.5%	27.9%	57.8%	-1.0%	Aug '26
Int’l Min Volatility- Franklin	42.51		0.05%	0.2%	-0.3%	5.4%	11.9%	29.9%	27.1%	18.7%	82.6%	120.7%	44.5%	58.6%	-0.8%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.09	p	EOD	1.2%	-5.9%	-9.5%	11.5%	8.4%	3.0%	7.5%	65.3%	111.7%	9.8%	39.9%	-12.1%	Jun '26
Small Value- Avantis	121.61		0.12%	-1.9%	-3.5%	-0.3%	15.4%	23.1%	7.4%	20.4%	66.3%	80.2%	28.1%	65.5%	-5.2%	Aug '26
Mid Value- Pacer Cash Cows	68.36		-0.5%	-3.0%	-4.5%	11.9%	11.7%	22.1%	9.0%	14.8%	47.9%	72.1%	20.3%	48.3%	-5.4%	Sep '26
Growth- S&P Momentum	153.30		0.8%	6.9%	3.2%	-5.0%	35.5%	26.6%	26.6%	29.2%	172.6%	161.1%	50.8%	87.7%	-5.0%	Jun '26
Invesco S&P Quality	84.98		0.2%	2.1%	-0.9%	-4.9%	13.8%	16.7%	13.2%	14.1%	75.3%	84.6%	21.6%	45.8%	-5.5%	Jun '26
Rotation Factor- BlackRock	70.15		-0.3%	2.0%	1.8%	3.8%	21.1%	19.3%	20.0%	16.1%	106.3%	108.8%	32.9%	63.5%	-0.3%	Sep '26
US Min Volatility- Fidelity	71.70		-0.4%	0.2%	-1.0%	6.2%	12.2%	10.6%	11.8%	8.7%	52.3%	58.8%	16.2%	34.6%	-2.3%	Aug '26
Derivative Income- JPMorgan	56.74		0.2%	1.0%	-1.4%	3.2%	5.5%	8.2%	8.1%	4.6%	33.0%	44.0%	8.4%	24.9%	-1.8%	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	18.18	p	EOD	0.4%	3.0%	4.7%	9.5%	13.6%	6.5%	15.0%	34.1%	48.1%	20.6%	26.0%	-0.4%	Sep '26
Multistrategy- AQR	15.58	p	EOD	0.3%	3.1%	5.4%	8.1%	14.8%	16.4%	11.2%	45.1%	87.2%	22.5%	27.7%	NewNew Peak	Sep '26
Long Short- AQR	22.67	p	EOD	1.3%	2.6%	7.7%	10.5%	16.3%	34.4%	7.1%	92.7%	211.4%	33.8%	39.2%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.93	p	EOD	1.1%	3.4%	4.0%	13.4%	21.4%	18.3%	17.6%	81.0%	95.4%	37.7%	31.5%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.82	p	EOD	0.2%	0.7%	1.7%	3.1%	6.7%	7.2%	4.2%	20.4%	42.7%	10.6%	9.8%	NewNew Peak	Sep '26
Long Short- First Trust	77.03		-0.01%	0.9%	1.4%	3.2%	11.4%	11.1%	9.1%	8.9%	51.2%	66.0%	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)	351.16	-1.1%	1.8%	1.9%	0.5%	16.8%	39.4%	66.0%	12.4%	172.2%	152.7%	90.7%	143.8%	-12.7%	May '26
Meta (Communications)	736.59	-0.6%	10.0%	34.1%	30.7%	24.3%	-3.4%	13.1%	11.9%	148.6%	116.7%	5.3%	45.0%	-6.4%	Aug '25
Amazon (Cyclical)	254.98	-1.3%	2.6%	-1.4%	9.5%	24.2%	12.0%	5.2%	10.5%	97.5%	50.9%	12.5%	49.4%	-10.2%	Aug '26
Tesla (Cyclical)	378.90	1.0%	6.3%	4.4%	-6.5%	3.0%	-12.7%	11.4%	-15.7%	54.7%	51.2%	5.1%	70.8%	-22.7%	Dec '25
Procter & Gamble (Defensive)	148.22	1.5%	1.1%	2.4%	1.1%	4.3%	-0.3%	-12.3%	5.7%	5.8%	17.4%	-7.2%	-2.4%	-12.3%	Mar '25
PepsiCo (Defensive)	131.19	1.2%	-3.2%	-7.6%	-5.8%	-10.7%	-3.2%	-1.8%	-5.8%	-16.6%	0.2%	-3.6%	-0.7%	-20.7%	Feb '26
Coca-Cola (Defensive)	88.61	1.7%	-0.1%	-2.2%	12.1%	20.0%	37.4%	15.6%	29.2%	67.7%	89.5%	32.7%	34.9%	-3.1%	Aug '26
Exxon Mobil (Energy)	158.71	0.3%	-6.3%	-3.9%	15.4%	0.7%	45.8%	16.0%	34.5%	52.4%	242.5%	50.8%	65.1%	-6.3%	Sep '26
Chevron (Energy)	202.41	-0.6%	-7.1%	-1.4%	16.6%	2.1%	34.8%	10.1%	36.5%	38.0%	153.3%	36.9%	57.2%	-7.1%	Sep '26
JPMorgan Chase (Financial)	340.00	-3.4%	-3.5%	-3.3%	3.0%	19.8%	10.9%	37.3%	7.0%	149.2%	147.1%	25.4%	60.5%	-6.9%	Aug '26
Visa (Financial)	362.04	-2.1%	-3.6%	-2.4%	11.1%	20.5%	6.0%	11.8%	3.9%	57.6%	68.8%	3.1%	18.8%	-5.8%	Aug '26
Mastercard (Financial)	555.89	-2.1%	-3.0%	-4.3%	15.0%	12.4%	-4.3%	9.0%	-2.1%	40.7%	66.7%	-1.3%	16.9%	-7.3%	Aug '26
Bank of America (Financial)	56.20	-3.0%	-5.6%	-8.4%	-1.5%	20.4%	10.6%	28.0%	3.8%	118.5%	58.2%	27.0%	65.7%	-12.8%	Aug '26
UnitedHealth (Health)	372.95	-1.2%	-0.8%	-3.8%	-7.7%	36.9%	12.2%	-33.1%	15.2%	-21.5%	-0.1%	-23.7%	-29.8%	-35.3%	Apr '25
Johnson & Johnson (Health)	269.19	-0.10%	0.7%	0.1%	17.0%	15.6%	58.0%	47.5%	32.2%	82.6%	88.8%	77.1%	86.4%	-3.3%	Sep '26
Eli Lilly (Health)	1170.14	0.5%	3.0%	-6.8%	6.3%	29.5%	56.0%	40.2%	9.4%	117.0%	436.3%	36.4%	62.8%	-8.6%	Aug '26
Union Pacific (Industrials)	274.41	1.8%	-3.4%	-10.5%	6.1%	18.0%	24.1%	3.9%	20.4%	40.1%	55.1%	15.4%	36.2%	-11.2%	Aug '26
Honeywell (Industrials)	211.85	2.6%	4.1%	-1.9%	-11.2%	-8.0%	4.6%	-6.4%	4.9%	20.2%	9.4%	5.3%	20.7%	-17.9%	Mar '26
Nvidia (IT)	228.87	0.7%	7.9%	6.7%	9.8%	32.8%	24.9%	38.9%	23.0%	451.7%	947.7%	64.8%	138.3%	-2.7%	May '26
Broadcom (IT)	364.54	0.5%	7.6%	-0.9%	-6.9%	18.0%	8.4%	50.6%	5.9%	354.2%	695.5%	61.7%	136.3%	-24.0%	Jun '26
Adobe (IT)	238.25	-4.5%	-7.6%	-13.5%	22.2%	-4.0%	-34.6%	-21.3%	-31.9%	-53.5%	-61.9%	-47.9%	-29.9%	-48.7%	Feb '25
Oracle (IT)	149.20	0.4%	6.3%	1.9%	-14.5%	0.4%	-54.0%	18.1%	-22.7%	41.8%	80.5%	-16.4%	21.9%	-54.0%	Sep '25
salesforce.com (IT)	233.28	-1.3%	-8.6%	11.7%	55.7%	20.2%	-5.8%	-20.2%	-11.3%	15.2%	-8.3%	-27.2%	-3.1%	-34.3%	Jan '25
Linde PLC (Materials)	464.91	1.6%	0.4%	-4.3%	-9.7%	-4.1%	-1.4%	3.2%	10.1%	29.5%	62.5%	3.0%	14.7%	-14.7%	Jul '26
Sherwin-Williams (Materials)	328.35	2.2%	1.6%	-5.3%	3.9%	8.7%	-4.3%	-3.8%	2.1%	32.4%	17.7%	-5.2%	6.2%	-11.7%	Sep '25
American Tower (Real Estate)	175.25	0.4%	-1.4%	-0.3%	-0.7%	1.1%	-5.8%	-0.9%	1.8%	17.1%	-30.2%	-1.9%	-9.6%	-21.7%	Jul '25
Prologis Inc. (Real Estate)	135.88	0.04%	0.8%	-3.4%	-4.8%	7.8%	23.0%	25.1%	8.9%	31.2%	21.1%	18.4%	59.0%	-8.7%	Jul '26
NextEra Energy (Utilities)	79.26	-0.5%	-2.2%	-4.5%	-7.2%	-10.1%	12.7%	15.5%	0.9%	28.0%	10.7%	20.9%	29.2%	-17.8%	Apr '26
Duke Energy (Utilities)	116.31	-0.4%	-1.2%	-3.0%	-5.0%	-6.7%	-1.0%	12.7%	1.8%	39.5%	43.1%	9.6%	5.7%	-11.3%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.89	p	EOD	0.8%	-0.6%	-0.6%	3.5%	3.7%	9.4%	2.3%	25.0%	10.2%	10.2%	13.1%	-1.1%	Aug '26
Moderate-60% Stock	69.83		0.10%	1.5%	0.0%	1.1%	11.2%	11.4%	16.4%	8.7%	51.7%	39.8%	22.4%	35.4%	-0.8%	Aug '26
Mod Agg-80% Stock	56.39	p	EOD	1.8%	0.1%	1.6%	14.8%	15.1%	19.6%	12.0%	65.9%	53.7%	28.4%	47.2%	-0.8%	Aug '26
Aggressive-90% Stock	35.12	p	EOD	2.2%	0.3%	1.6%	18.8%	20.0%	20.9%	16.0%	73.6%	57.9%	33.5%	57.5%	-0.5%	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	86230.01	-0.4%	14.0%	10.1%	34.8%	22.3%	-23.5%	-6.3%	-1.5%	224.4%	97.9%	-10.8%	13.1%	-30.9%	Oct '25
Ethereum	2748.54	-1.0%	14.6%	9.3%	59.2%	28.0%	-34.6%	-11.0%	-7.4%	72.5%	-10.7%	1.2%	86.7%	-43.1%	Aug '25
BNB	785.04	-1.7%	10.2%	14.3%	33.1%	22.2%	-20.9%	23.1%	-9.1%	271.8%	106.9%	20.1%	41.8%	-40.1%	Oct '25
Solana	117.86	-0.7%	21.6%	25.8%	63.9%	31.2%	-46.5%	-34.2%	-5.3%	506.3%	-20.3%	-30.3%	11.7%	-55.0%	Jan '25
Bitcoin ETF	48.83	-0.4%	13.3%	11.8%	33.8%	22.8%	-23.3%	-6.4%	-1.7%	-	-	-10.6%	12.0%	-31.5%	Oct '25
Grayscale Bitcoin (hi fee)	66.63	-0.4%	13.2%	11.7%	33.4%	21.9%	-24.3%	-7.6%	-2.5%	290.3%	111.5%	-12.4%	9.9%	-32.3%	Oct '25
Bloomberg Commodities	26.34	0.2%	-1.6%	3.4%	15.6%	10.3%	44.8%	14.9%	34.9%	53.6%	75.7%	41.5%	56.6%	-1.8%	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	0.1%	-1.1%	0.5%	7.2%	6.9%	11.4%	1.1%	9.6%	17.3%	186.5%	11.3%	12.5%	-1.1%	Sep '26
10yr Treasury rate	4.97	0.10%	-0.6%	4.9%	10.2%	13.1%	19.9%	-9.0%	19.3%	11.9%	271.9%	9.5%	16.6%	-0.8%	Sep '26
5yr Treasury rate	4.84	0.2%	0.3%	9.4%	12.9%	20.7%	31.0%	-15.0%	30.1%	6.0%	455.3%	10.8%	23.7%	-0.3%	Sep '26
13-week T-bill	4.01	0.6%	1.1%	8.0%	8.8%	10.7%	4.1%	-15.7%	12.9%	-24.5%	15920.0%	-5.0%	-4.1%	-6.5%	May '25
Crude Oil	89.85	-6.2%	-15.1%	3.2%	20.1%	-8.6%	43.4%	-19.9%	56.5%	-0.2%	24.4%	24.4%	50.8%	-20.5%	Apr '26
Gold	4396.20	0.3%	1.5%	-6.1%	4.6%	-3.9%	16.5%	64.4%	1.3%	126.0%	147.1%	49.7%	47.0%	-17.3%	Jan '26
USD/EUR	0.87	0.09%	0.7%	2.0%	-0.2%	1.1%	3.0%	-11.4%	2.6%	-	2.0%	-8.8%	-4.1%	-10.6%	Jan '25
USD/JPY	157.36	-0.01%	1.3%	-1.0%	-2.6%	-0.4%	6.5%	-0.4%	0.6%	-	43.3%	3.6%	7.9%	-4.0%	Jul '26
S&P 500 Volatility Index	14.21	-4.4%	-17.4%	-6.1%	-17.8%	-46.9%	-11.7%	-13.8%	-4.9%	-17.4%	-31.9%	-6.9%	-72.8%	-72.8%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.12		0.04%	0.1%	-0.3%	0.4%	1.4%	2.9%	6.1%	1.6%	18.0%	18.8%	7.0%	6.3%	-0.5%	Aug '26
Interm Muni- JPMorgan	48.49		-0.12%	-0.1%	-2.1%	-3.1%	-1.4%	-0.5%	4.3%	-1.6%	10.1%	2.5%	2.0%	4.4%	-3.5%	Jul '26
Interm Bond- Janus MSB	43.53		-0.07%	0.3%	-1.5%	-2.0%	-0.9%	0.5%	8.8%	-1.4%	15.6%	1.3%	6.2%	5.1%	-3.5%	Feb '26
Interm Bond- Vanguard	74.19		0%	0.4%	-1.3%	-1.7%	-1.1%	-0.9%	8.5%	-2.0%	14.6%	-2.1%	5.5%	3.9%	-3.7%	Feb '26
Multisector Bond- Intrepid	8.86	p	EOD	0.2%	-0.1%	0.8%	3.4%	4.4%	8.2%	3.0%	28.4%	33.9%	9.7%	12.6%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.32		0.2%	0.7%	-0.8%	-1.0%	1.9%	1.0%	8.2%	0.1%	18.5%	13.2%	6.4%	7.0%	-1.8%	Feb '26
Long Bond- Vanguard	71.67		0.06%	1.4%	0.4%	-3.2%	0.2%	-2.3%	7.2%	-1.9%	14.1%	-16.9%	3.8%	7.4%	-4.9%	Oct '25
Long CA Muni- PIMCO	9.04	p	EOD	0.1%	-2.2%	-3.3%	-1.4%	0.2%	4.4%	-1.5%	13.0%	2.8%	2.3%	5.1%	-3.9%	Jul '26
Long Muni- iShares	55.03		-0.1%	-0.2%	-2.4%	-3.6%	-1.7%	-0.7%	3.4%	-2.3%	8.1%	-0.4%	1.4%	5.3%	-4.1%	Feb '26

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