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S&P 500

Return

60.5%

[

19.1%

annualized]

Dec 29 2023 - Sep 11 2026

DJIA (Large Value)

Return

39.5%

[

13.1%

annualized]

Dec 29 2023 - Sep 11 2026

Russell 2000 (Small Cap)

Return

43.3%

[

14.2%

annualized]

Dec 29 2023 - Sep 11 2026

Performance Range:

As of Sep 11 11:10 PM EDT, next update at 11:20 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	7656.98	0.9%	-0.8%	-1.2%	3.0%	14.8%	16.3%	16.4%	11.9%	71.6%	71.7%	59.6%	114.1%	-1.8%	Aug '26
DJIA (Large Value)	52573.30	1.0%	-1.6%	-2.2%	2.7%	12.6%	14.7%	13.0%	9.4%	51.7%	51.9%	43.7%	80.0%	-3.3%	Aug '26
Russell 2000 (Small Cap)	2903.94	0.4%	-2.4%	-4.6%	-1.4%	16.7%	21.1%	11.3%	17.0%	56.5%	30.4%	27.8%	72.1%	-5.4%	Aug '26
NASDAQ Comp (Tech/Growth)	26333.04	1.0%	-0.7%	-1.0%	1.7%	18.0%	18.9%	20.4%	13.3%	91.2%	74.2%	66.3%	152.8%	-2.8%	Jun '26
Aggregate Bond	95.98	-0.07%	-1.1%	-1.1%	-1.8%	-1.3%	-0.7%	7.2%	-1.3%	12.4%	-2.5%	-0.8%	15.8%	-3.1%	Feb '26
Corp Bond	104.32	-0.04%	-1.1%	-1.3%	-3.1%	-1.6%	-2.5%	7.9%	-2.4%	14.2%	-5.8%	-3.6%	22.3%	-4.0%	Feb '26
High Yield Bond	78.60	-0.03%	-0.7%	-0.7%	-0.2%	2.1%	3.0%	8.6%	1.5%	25.8%	18.5%	18.1%	38.3%	-1.1%	Aug '26
Preferred	30.15	0.6%	-0.7%	-1.5%	-1.6%	0.5%	-0.6%	4.9%	0.8%	19.3%	2.9%	2.0%	25.2%	-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	50.95	0.4%	-2.8%	-3.1%	-2.0%	3.4%	13.2%	9.9%	13.3%	31.7%	33.9%	24.6%	59.9%	-5.1%	Aug '26
Consumer Discretionary/Cyclical	112.96	0.9%	-1.7%	-4.2%	-2.9%	1.7%	-4.6%	7.4%	-5.0%	34.8%	28.7%	11.6%	67.8%	-8.9%	Jan '26
Financial Services	57.25	0.7%	-1.5%	-1.2%	7.7%	18.3%	8.1%	14.9%	5.4%	73.0%	66.1%	56.4%	101.3%	-2.2%	Sep '26
Real Estate	94.80	0.7%	-1.3%	-2.6%	-2.9%	5.1%	6.1%	3.3%	9.2%	30.9%	7.9%	-1.8%	44.2%	-6.1%	Jul '26
Communication Services	112.60	1.0%	0.5%	2.1%	1.1%	-1.7%	-2.8%	23.1%	-3.8%	73.1%	40.7%	51.0%	146.2%	-5.7%	Jan '26
Energy	65.14	0.3%	1.7%	6.7%	14.0%	14.8%	51.6%	7.9%	47.7%	54.2%	226.7%	166.0%	84.3%	-0.3%	Sep '26
Industrials	172.37	1.1%	-1.7%	-7.3%	-1.9%	4.9%	15.2%	19.3%	11.7%	70.9%	82.3%	75.8%	115.0%	-7.6%	Aug '26
Technology	187.67	1.3%	0.2%	-0.6%	1.7%	36.5%	39.3%	24.6%	30.7%	124.5%	148.8%	121.2%	230.8%	-5.2%	Jun '26
Consumer Staples/Defensive	83.38	0.3%	-1.4%	-2.0%	-2.2%	0.2%	6.7%	1.5%	8.7%	26.1%	32.3%	21.8%	36.3%	-6.2%	Feb '26
Healthcare	165.36	-0.2%	-3.6%	-1.8%	8.0%	11.1%	21.8%	14.5%	7.7%	30.9%	34.6%	27.6%	44.4%	-5.9%	Aug '26
Utilities	42.39	-0.3%	-1.6%	-3.3%	-4.2%	-7.6%	1.9%	16.0%	0.6%	46.0%	43.9%	36.8%	54.4%	-10.0%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.25	0.9%	-1.0%	-0.9%	3.1%	14.8%	19.3%	22.4%	14.0%	76.0%	68.7%	62.8%	121.2%	-1.4%	Aug '26
MSCI Emerging Markets	67.84	1.3%	-1.3%	2.1%	0.5%	19.7%	32.4%	34.0%	24.6%	86.6%	45.5%	52.9%	115.3%	-4.7%	Jun '26
FTSE Europe	90.02	0.7%	-1.9%	-2.4%	1.8%	10.1%	16.9%	35.8%	9.6%	65.5%	54.2%	51.8%	122.4%	-3.4%	Aug '26
MSCI Japan	98.56	2.2%	0.3%	0.8%	6.9%	17.7%	27.3%	25.9%	22.7%	72.7%	52.6%	63.6%	122.8%	NewNew Peak	Sep '26
MSCI India	48.57	1.0%	-2.7%	-2.8%	0.5%	0.1%	-8.6%	2.7%	-10.1%	8.6%	5.9%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	52.96	0.3%	-3.6%	-3.8%	-2.8%	-7.6%	-15.6%	31.0%	-11.3%	28.2%	-17.2%	-5.8%	44.2%	-19.4%	Oct '25
International Bond	46.99	0.04%	-1.0%	-1.5%	-1.9%	-0.9%	-0.5%	2.9%	-0.9%	11.5%	-0.9%	0.5%	16.3%	-2.9%	Feb '26
iShares Latin America	35.97	-0.7%	-0.3%	7.2%	4.5%	8.1%	33.6%	52.7%	19.6%	61.3%	83.2%	107.2%	85.9%	-4.4%	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	702.56	0.8%	-0.8%	-1.1%	3.3%	15.4%	17.6%	17.8%	12.7%	78.3%	84.1%	70.5%	125.9%	-1.7%	Aug '26
US Large Growth	122.27	0.8%	-0.9%	-1.7%	0.6%	10.5%	7.3%	19.8%	3.5%	85.8%	90.4%	76.2%	154.3%	-5.0%	Jun '26
US Large Value	255.58	0.9%	-0.8%	-0.8%	5.9%	19.9%	28.2%	15.7%	22.4%	71.0%	75.8%	65.4%	100.8%	-1.5%	Sep '26

US MidCap Blend	81.03	0.8%	-1.5%	-3.0%	1.8%	12.9%	15.2%	17.0%	12.5%	76.3%	75.9%	65.8%	114.4%	-4.1%	Aug '26
US MidCap Growth	294.99	0.8%	-1.7%	-4.9%	-0.6%	12.3%	1.9%	10.7%	6.0%	48.5%	23.6%	21.2%	78.9%	-6.1%	Aug '26
US MidCap Value	205.40	0.7%	-1.4%	-1.7%	3.7%	13.3%	20.8%	12.1%	17.0%	61.1%	60.6%	51.1%	82.7%	-2.7%	Aug '26

US Small Blend	293.45	0.8%	-2.2%	-4.5%	-0.7%	13.3%	16.4%	8.9%	14.5%	55.9%	42.0%	38.0%	79.0%	-5.1%	Aug '26
US Small Growth	367.63	0.5%	-2.6%	-6.3%	-3.2%	16.3%	18.1%	12.9%	14.0%	59.9%	26.1%	27.8%	81.4%	-7.1%	Aug '26
US Small Value	219.69	0.3%	-2.2%	-2.8%	1.0%	18.1%	27.3%	12.4%	22.0%	64.8%	50.9%	42.4%	79.4%	-3.4%	Aug '26

Foreign Large Blend	106.70	1.0%	-1.5%	-1.7%	3.2%	11.2%	18.7%	31.6%	12.9%	65.6%	54.1%	54.8%	115.3%	-1.9%	Aug '26
Foreign Growth	121.77	0.8%	-2.2%	-4.0%	-0.6%	7.4%	10.1%	20.7%	7.7%	43.2%	17.6%	19.1%	80.5%	-4.2%	Aug '26
Foreign Value	82.30	1.1%	-0.8%	0.6%	7.0%	15.2%	27.4%	42.2%	18.3%	89.6%	98.5%	98.2%	154.2%	-0.9%	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	22.96	-0.4%	-0.5%	0.2%	2.4%	3.6%	2.3%	3.6%	2.8%	19.4%	30.4%	28.9%	34.8%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.62	0.08%	0.1%	0.5%	1.2%	2.7%	4.9%	5.2%	3.3%	19.5%	27.6%	27.3%	29.6%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.59	0%	-0.1%	0.8%	2.4%	3.6%	4.6%	6.9%	2.2%	21.6%	30.5%	29.7%	36.2%	-0.1%	Sep '26
Interval CEF- Cliffwater	10.37	0%	0.1%	0.4%	1.6%	3.3%	6.7%	8.9%	4.1%	32.4%	57.3%	53.2%	46.3%	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	59.64	0.7%	-1.3%	-1.5%	2.7%	14.8%	16.8%	17.7%	12.3%	81.4%	117.9%	109.4%	131.2%	-2.1%	Aug '26
Int’l Min Volatility- Franklin	42.30	0.6%	-1.1%	-0.6%	3.8%	9.2%	28.8%	27.1%	18.1%	83.6%	117.7%	110.6%	126.1%	-1.3%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.45	1.8%	-1.7%	-7.2%	-8.6%	11.2%	9.4%	3.0%	9.0%	64.0%	112.2%	103.5%	109.1%	-10.9%	Jun '26
Small Value- Avantis	124.50	0.6%	-1.9%	-2.4%	0.1%	17.3%	26.1%	7.4%	22.8%	64.5%	83.2%	66.3%	90.8%	-3.3%	Aug '26
Mid Value- Pacer Cash Cows	69.94	1.0%	-1.9%	0.6%	9.9%	12.9%	24.8%	9.0%	17.5%	45.9%	75.6%	62.4%	75.7%	-3.2%	Sep '26
Growth- S&P Momentum	148.31	0.5%	-0.9%	-1.9%	-2.6%	27.1%	24.1%	26.6%	24.8%	154.7%	149.7%	142.5%	198.0%	-8.3%	Jun '26
Invesco S&P Quality	84.57	1.0%	-0.9%	-2.2%	-2.9%	11.7%	18.1%	13.2%	13.4%	69.3%	81.4%	68.7%	122.3%	-6.1%	Jun '26
Rotation Factor- BlackRock	69.77	0.9%	-0.4%	-0.4%	4.9%	17.7%	20.6%	20.0%	15.3%	96.6%	104.6%	94.8%	164.0%	-0.8%	Aug '26
US Min Volatility- Fidelity	72.01	1.0%	-0.5%	-1.3%	4.3%	9.7%	11.3%	11.8%	8.8%	49.8%	56.9%	47.9%	80.5%	-2.2%	Aug '26
Derivative Income- JPMorgan	56.65	0.7%	-1.0%	-1.4%	3.1%	3.3%	7.9%	8.1%	4.4%	30.3%	41.7%	35.3%	54.4%	-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	18.15	0.06%	1.8%	3.4%	4.8%	11.0%	13.9%	6.5%	14.8%	35.3%	48.3%	48.7%	48.1%	NewNew Peak	Sep '26
Multistrategy- AQR	15.46	0.13%	0.5%	3.1%	4.7%	7.4%	14.3%	16.4%	10.3%	46.6%	84.4%	81.3%	62.0%	NewNew Peak	Sep '26
Long Short- AQR	22.38	0.5%	0.0%	1.2%	6.7%	8.9%	15.9%	34.4%	5.8%	93.3%	202.7%	173.1%	160.4%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.72	0.6%	0.8%	0.8%	3.3%	14.1%	20.5%	18.3%	16.0%	78.5%	95.3%	96.1%	96.8%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.75	0.08%	0.1%	0.5%	1.4%	3.0%	6.6%	7.2%	3.9%	20.5%	42.6%	39.0%	30.3%	NewNew Peak	Sep '26
Long Short- First Trust	76.56	0.4%	-0.3%	0.6%	3.7%	9.7%	12.4%	9.1%	8.2%	46.8%	64.2%	55.5%	71.9%	-0.6%	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)	338.50	1.8%	0.0%	-1.4%	-5.8%	11.7%	40.9%	66.0%	8.4%	152.5%	142.6%	135.7%	250.3%	-15.8%	May '26
Meta (Communications)	648.03	0.6%	5.1%	12.0%	14.4%	1.7%	-14.0%	13.1%	-1.7%	116.7%	72.6%	93.1%	412.7%	-17.7%	Aug '25
Amazon (Cyclical)	256.78	1.9%	-0.7%	-3.9%	7.6%	22.6%	12.5%	5.2%	11.2%	81.8%	48.0%	50.7%	127.4%	-9.6%	Aug '26
Tesla (Cyclical)	365.44	0.5%	3.2%	11.6%	-10.1%	-7.5%	-7.7%	11.4%	-18.7%	36.6%	48.9%	-8.6%	68.2%	-25.4%	Dec '25
Procter & Gamble (Defensive)	145.27	1.6%	-0.8%	0.8%	-2.2%	-2.0%	-5.3%	-12.3%	3.6%	3.4%	14.6%	0.8%	29.7%	-15.2%	Dec '24
PepsiCo (Defensive)	136.32	-0.2%	-1.0%	-0.7%	-4.5%	-12.4%	-1.2%	-1.8%	-2.1%	-14.8%	3.1%	-7.9%	-7.9%	-21.5%	May '23
Coca-Cola (Defensive)	88.29	0.5%	0.2%	1.8%	7.6%	15.3%	35.5%	15.6%	28.0%	65.4%	84.1%	70.0%	78.8%	-4.0%	Aug '26
Exxon Mobil (Energy)	165.99	0.5%	4.1%	4.6%	13.6%	9.6%	52.3%	16.0%	40.7%	55.9%	266.4%	207.2%	92.2%	-1.9%	Mar '26
Chevron (Energy)	214.06	0.6%	2.6%	9.8%	15.3%	10.6%	41.6%	10.1%	44.4%	45.5%	172.3%	116.8%	59.6%	NewNew Peak	Sep '26
JPMorgan Chase (Financial)	356.23	0.8%	-0.7%	-2.5%	11.6%	27.1%	18.3%	37.3%	12.1%	160.0%	156.5%	148.2%	275.5%	-2.5%	Aug '26
Visa (Financial)	370.45	0.9%	-1.2%	3.1%	15.1%	21.3%	10.0%	11.8%	6.3%	53.3%	71.1%	73.5%	114.3%	-3.6%	Aug '26
Mastercard (Financial)	569.19	0.7%	-1.7%	1.7%	16.4%	14.8%	-1.3%	9.0%	0.2%	39.2%	68.8%	57.8%	105.4%	-5.1%	Aug '26
Bank of America (Financial)	62.69	0.2%	0.0%	-2.8%	12.5%	34.4%	26.6%	28.0%	15.8%	132.5%	75.9%	52.7%	132.1%	-2.8%	Aug '26
UnitedHealth (Health)	379.09	-2.4%	-4.5%	-6.5%	-6.7%	37.6%	10.4%	-33.1%	16.4%	-16.4%	2.1%	-18.2%	-18.6%	-36.8%	Nov '24
Johnson & Johnson (Health)	265.58	-0.3%	-3.5%	2.3%	10.8%	10.9%	52.5%	47.5%	30.4%	76.8%	82.9%	76.9%	82.9%	-4.6%	Sep '26
Eli Lilly (Health)	1115.70	-0.7%	-2.9%	-8.4%	-1.4%	14.5%	48.6%	40.2%	4.3%	90.0%	387.5%	328.3%	254.7%	-12.9%	Aug '26
Union Pacific (Industrials)	284.40	-0.5%	-1.8%	-2.7%	4.8%	17.7%	35.1%	3.9%	24.8%	42.1%	53.2%	27.9%	62.2%	-8.0%	Aug '26
Honeywell (Industrials)	202.36	0.09%	-3.5%	-13.8%	-12.2%	-16.6%	-1.3%	-6.4%	0.2%	15.1%	2.0%	9.2%	28.7%	-21.5%	Mar '26
Nvidia (IT)	218.29	-0.03%	-5.1%	-2.5%	6.5%	19.5%	23.1%	38.9%	17.3%	387.9%	875.4%	627.8%	1805.0%	-7.2%	May '26
Broadcom (IT)	361.99	0.3%	1.1%	-13.0%	-5.1%	8.1%	1.3%	50.6%	5.0%	344.4%	698.2%	491.3%	789.9%	-24.7%	Jun '26
Adobe (IT)	252.23	1.4%	-5.4%	-2.5%	23.6%	-6.5%	-27.8%	-21.3%	-27.9%	-53.5%	-61.7%	-55.3%	-11.9%	-60.3%	Feb '24
Oracle (IT)	150.28	-1.7%	-5.4%	-2.0%	-18.1%	-4.9%	-48.0%	18.1%	-22.2%	42.0%	79.3%	82.3%	146.9%	-53.7%	Sep '25
salesforce.com (IT)	247.72	1.9%	-4.4%	28.1%	49.3%	24.9%	2.9%	-20.2%	-6.0%	13.7%	-2.0%	-1.4%	77.1%	-31.8%	Dec '24
Linde PLC (Materials)	466.22	1.0%	-2.4%	-2.4%	-10.7%	-4.3%	-2.0%	3.2%	10.4%	24.9%	60.7%	46.8%	80.9%	-14.4%	Jul '26
Sherwin-Williams (Materials)	323.31	1.8%	-3.1%	-10.0%	2.1%	2.3%	-9.4%	-3.8%	0.5%	23.6%	12.5%	-0.4%	66.4%	-17.8%	Nov '24
American Tower (Real Estate)	177.85	2.8%	1.1%	4.4%	-5.0%	0.8%	-5.3%	-0.9%	3.3%	10.3%	-29.2%	-28.1%	10.0%	-21.4%	Sep '24
Prologis Inc. (Real Estate)	135.75	1.0%	-1.2%	-3.5%	-8.1%	4.5%	21.5%	25.1%	8.0%	22.5%	17.3%	-5.7%	51.9%	-9.5%	Jul '26
NextEra Energy (Utilities)	82.31	-0.2%	-1.3%	-3.3%	-3.6%	-8.9%	18.2%	15.5%	4.8%	32.9%	10.9%	2.3%	26.8%	-14.7%	Apr '26
Duke Energy (Utilities)	119.42	0.04%	-0.7%	-2.4%	-3.6%	-7.8%	1.4%	12.7%	4.6%	45.1%	40.3%	38.6%	62.2%	-9.0%	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	15.83	0.13%	-1.0%	-1.2%	-0.8%	2.0%	3.5%	9.4%	1.9%	23.2%	9.7%	10.4%	32.2%	-1.5%	Aug '26
Moderate-60% Stock	69.36	0.5%	-1.0%	-1.1%	1.1%	8.3%	11.5%	16.4%	8.0%	48.1%	38.0%	35.7%	72.2%	-1.5%	Aug '26
Mod Agg-80% Stock	55.97	0.6%	-1.0%	-1.0%	1.8%	11.2%	15.5%	19.6%	11.2%	61.1%	50.8%	47.6%	93.9%	-1.5%	Aug '26
Aggressive-90% Stock	34.77	0.7%	-1.0%	-1.0%	2.2%	14.8%	20.1%	20.9%	14.9%	67.4%	54.9%	51.0%	101.7%	-1.5%	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	77284.99	0.2%	-3.0%	21.9%	21.6%	9.6%	-33.4%	-6.3%	-11.7%	199.2%	72.2%	66.4%	303.4%	-38.0%	Oct '25
Ethereum	2513.99	0.08%	2.4%	33.9%	51.0%	21.3%	-46.7%	-11.0%	-15.3%	57.9%	-21.7%	-33.2%	94.1%	-48.0%	Aug '25
BNB	734.30	1.0%	1.8%	20.4%	21.7%	12.6%	-20.6%	23.1%	-14.9%	248.0%	82.8%	43.4%	171.0%	-44.0%	Oct '25
Solana	101.81	-0.6%	-0.1%	34.8%	52.5%	17.2%	-58.0%	-34.2%	-18.2%	467.8%	-43.4%	-40.2%	226.7%	-61.1%	Jan '25
Bitcoin ETF	43.77	0.2%	-3.2%	22.0%	21.4%	9.6%	-34.1%	-6.4%	-11.8%	-	-	-	-	-38.6%	Oct '25
Grayscale Bitcoin (hi fee)	59.77	0.2%	-3.2%	21.9%	21.1%	8.9%	-34.9%	-7.6%	-12.6%	243.5%	79.8%	93.1%	490.2%	-39.3%	Oct '25
Bloomberg Commodities	26.48	-1.2%	2.1%	7.3%	13.3%	9.4%	44.9%	14.9%	35.6%	53.9%	75.9%	72.1%	49.3%	-1.2%	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	5.35	-0.1%	2.1%	2.0%	7.6%	9.6%	14.4%	1.1%	10.6%	23.2%	176.8%	165.6%	37.8%	-0.1%	Sep '26
10yr Treasury rate	4.97	0.6%	4.0%	6.3%	10.9%	16.4%	22.5%	-9.0%	19.5%	16.7%	271.0%	205.6%	27.5%	-0.3%	Oct '23
5yr Treasury rate	4.79	1.2%	5.3%	9.5%	13.7%	23.4%	32.2%	-15.0%	28.7%	8.6%	487.1%	251.0%	16.5%	-3.4%	Oct '23
13-week T-bill	3.91	1.8%	4.2%	5.6%	8.2%	8.5%	-0.4%	-15.7%	10.3%	-26.2%	10197.4%	7283.0%	10.8%	-26.8%	Oct '23
Crude Oil	99.99	-2.4%	9.3%	20.1%	17.8%	4.5%	59.5%	-19.9%	74.1%	12.6%	43.4%	31.4%	14.6%	-11.5%	Apr '26
Gold	4390.00	0.6%	-0.9%	-0.4%	4.2%	-14.2%	20.3%	64.5%	1.5%	129.7%	145.3%	144.0%	162.8%	-17.5%	Jan '26
USD/EUR	0.86	0.07%	0.2%	-0.6%	-0.3%	-0.5%	-	-11.4%	1.2%	-7.3%	-	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	153.55	-0.6%	-1.7%	-3.6%	-4.1%	-3.5%	-	-0.4%	-1.8%	4.3%	-	33.4%	4.6%	-6.3%	Jul '26
S&P 500 Volatility Index	15.84	-11.2%	9.0%	8.9%	-10.4%	-42.0%	7.3%	-13.8%	6.0%	11.3%	-24.4%	-4.6%	-52.8%	-69.7%	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	-0.06%	-0.7%	-0.6%	-0.1%	0.8%	2.5%	6.1%	1.2%	17.9%	18.3%	18.7%	23.9%	-0.9%	Aug '26
Interm Muni- JPMorgan	48.69	0.5%	-0.6%	-2.2%	-2.4%	-1.7%	0.1%	4.3%	-1.2%	9.8%	3.0%	3.0%	14.4%	-3.1%	Jul '26
Interm Bond- Janus MSB	43.44	-0.2%	-1.6%	-1.7%	-2.6%	-1.9%	0.0%	8.8%	-1.6%	14.3%	1.1%	1.9%	18.5%	-3.7%	Feb '26
Interm Bond- Vanguard	74.06	-0.1%	-1.2%	-1.6%	-2.1%	-2.0%	-1.5%	8.5%	-2.1%	13.5%	-2.2%	-0.1%	17.4%	-3.9%	Feb '26
Multisector Bond- Intrepid	8.84	0%	-0.3%	-0.2%	0.6%	3.3%	4.4%	8.2%	2.8%	28.5%	33.5%	31.8%	38.6%	-0.4%	Aug '26
Int’l Bond- JPMorgan	47.10	-0.2%	-1.1%	-1.5%	-1.5%	0.4%	0.7%	8.2%	-0.4%	17.9%	12.5%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	70.65	0.04%	-1.4%	-1.2%	-4.7%	-2.0%	-4.5%	7.2%	-3.3%	11.4%	-17.0%	-14.5%	20.6%	-6.2%	Oct '25
Long CA Muni- PIMCO	9.07	0.2%	-1.2%	-2.8%	-3.1%	-2.0%	0.3%	4.4%	-1.5%	11.9%	2.7%	2.4%	17.7%	-3.9%	Jul '26
Long Muni- iShares	55.34	0.5%	-0.6%	-2.4%	-2.7%	-1.9%	0.2%	3.4%	-1.8%	7.9%	0.3%	0.2%	11.8%	-3.6%	Feb '26

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