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S&P 500

Return

75.0%

[

19.0%

annualized]

Dec 30 2022 - Mar 17 2026

-3.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

41.9%

[

11.5%

annualized]

Dec 30 2022 - Mar 17 2026

-6.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.1%

[

11.8%

annualized]

Dec 30 2022 - Mar 17 2026

-7.3%

Below
Peak
Jan '26

Performance Range:

As of Mar 17 02:40 PM EDT, next update at 02:50 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	6720.20	0.3%	-0.9%	-1.8%	0.0%	1.8%	18.4%	16.4%	-1.8%	71.6%	69.1%	40.1%	87.9%	-3.7%	Jan '26
DJIA (Large Value)	47040.91	0.2%	-1.4%	-5.0%	-1.8%	2.2%	12.4%	13.0%	-2.1%	47.6%	42.5%	28.6%	61.0%	-6.3%	Feb '26
Russell 2000 (Small Cap)	2520.60	0.7%	-1.1%	-4.8%	1.1%	4.7%	21.9%	11.3%	1.6%	46.0%	7.9%	10.9%	49.3%	-7.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22471.07	0.4%	-1.0%	-0.5%	-1.0%	0.9%	26.2%	20.4%	-3.3%	93.2%	66.1%	41.9%	115.7%	-6.2%	Oct '25
Aggregate Bond	99.76	0.2%	-0.3%	-0.9%	0.3%	0.8%	5.1%	7.2%	0.2%	11.5%	1.6%	0.7%	17.6%	-1.3%	Feb '26
Corp Bond	109.22	0.5%	-0.8%	-1.9%	-0.4%	-0.7%	5.2%	7.9%	-0.5%	14.9%	1.6%	-1.8%	24.5%	-1.9%	Feb '26
High Yield Bond	79.71	0.3%	-0.4%	-0.9%	-0.1%	0.7%	6.3%	8.6%	-0.6%	29.0%	20.4%	15.7%	35.4%	-1.3%	Jan '26
Preferred	30.86	0.4%	-0.9%	-2.9%	-0.3%	-1.9%	4.1%	4.9%	-0.2%	22.6%	7.6%	1.0%	24.0%	-3.3%	Jan '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	49.64	0.5%	-0.5%	-5.8%	10.4%	10.3%	16.3%	9.9%	9.5%	39.4%	39.1%	20.4%	54.6%	-7.4%	Feb '26
Consumer Discretionary/Cyclical	113.03	0.7%	-1.2%	-2.6%	-6.0%	-6.1%	15.7%	7.4%	-5.3%	64.0%	38.7%	11.2%	67.3%	-9.2%	Jan '26
Financial Services	49.61	0.6%	-0.9%	-5.0%	-8.9%	-7.6%	2.5%	14.9%	-9.4%	68.0%	57.0%	34.4%	72.9%	-12.0%	Jan '26
Real Estate	93.46	0.6%	-0.2%	-2.1%	5.5%	3.4%	5.9%	3.3%	5.6%	30.8%	21.4%	-5.0%	39.4%	-2.6%	Mar '26
Communication Services	115.49	0.1%	-1.6%	0.9%	0.0%	-2.2%	20.2%	23.1%	-1.9%	116.8%	59.5%	53.9%	151.0%	-3.8%	Jan '26
Energy	58.69	1.4%	5.6%	9.2%	32.2%	32.7%	33.0%	7.9%	31.3%	68.7%	173.2%	136.4%	63.8%	New Peak	Mar '26
Industrials	166.43	0.2%	-2.1%	-4.9%	8.8%	10.9%	26.9%	19.3%	7.3%	80.2%	84.6%	68.9%	106.5%	-7.0%	Mar '26
Technology	139.45	0.5%	-0.2%	0.0%	0.2%	3.0%	30.3%	24.6%	-3.1%	98.7%	116.9%	64.0%	145.2%	-8.2%	Oct '25
Consumer Staples/Defensive	85.02	0.05%	-0.8%	-3.6%	7.6%	7.6%	8.3%	1.5%	9.4%	27.8%	45.9%	22.6%	37.2%	-5.5%	Feb '26
Healthcare	150.07	-0.6%	-2.0%	-4.6%	-2.0%	10.3%	4.0%	14.5%	-3.1%	25.3%	41.4%	14.8%	29.9%	-6.3%	Feb '26
Utilities	47.28	0.04%	1.5%	1.9%	11.4%	13.7%	22.8%	16.0%	10.8%	54.8%	76.7%	50.6%	69.9%	-0.9%	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	142.01	0.4%	-0.7%	-2.7%	2.5%	4.6%	21.7%	22.4%	0.4%	73.0%	61.6%	43.3%	94.7%	-4.5%	Feb '26
MSCI Emerging Markets	58.74	0.6%	0.1%	-3.5%	11.7%	11.9%	32.7%	34.0%	7.4%	68.3%	21.4%	31.7%	85.5%	-7.2%	Feb '26
FTSE Europe	83.91	0.5%	-0.9%	-6.0%	2.5%	7.0%	18.2%	35.8%	0.4%	62.2%	54.4%	38.9%	103.6%	-7.3%	Feb '26
MSCI Japan	85.17	0.11%	-1.5%	-7.3%	6.8%	8.9%	25.3%	25.9%	5.5%	67.1%	37.4%	40.6%	91.5%	-9.4%	Feb '26
MSCI India	48.54	-0.04%	-2.8%	-8.9%	-8.4%	-10.1%	-1.8%	2.7%	-10.2%	27.6%	22.8%	5.2%	20.8%	-17.4%	Sep '24
MSCI China	58.46	-0.4%	-0.4%	-3.5%	-1.7%	-10.1%	1.9%	31.0%	-2.7%	34.6%	-23.1%	3.3%	58.1%	-11.7%	Oct '25
International Bond	48.29	0.2%	-0.4%	-1.0%	0.1%	0.4%	3.7%	2.9%	0.2%	11.8%	1.3%	1.6%	17.6%	-1.6%	Feb '26
iShares Latin America	34.29	0.5%	-1.8%	-4.8%	15.6%	22.9%	48.0%	52.7%	12.6%	78.1%	75.1%	95.0%	75.0%	-8.1%	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	617.14	0.3%	-0.9%	-1.7%	0.2%	2.4%	19.8%	17.8%	-1.6%	78.7%	81.5%	48.8%	97.2%	-3.5%	Jan '26
US Large Growth	443.58	0.00%	-1.7%	-1.3%	-3.9%	-3.8%	20.3%	18.3%	-6.3%	93.4%	87.4%	47.8%	117.1%	-9.7%	Oct '25
US Large Value	217.05	0.2%	-0.5%	-2.8%	4.0%	7.9%	17.2%	15.7%	3.2%	58.0%	56.6%	39.5%	69.3%	-3.8%	Feb '26

US MidCap Blend	294.12	0.8%	-0.4%	-2.6%	1.5%	2.1%	14.4%	11.6%	1.3%	53.5%	40.9%	23.7%	65.0%	-4.2%	Feb '26
US MidCap Growth	268.76	0.7%	-1.1%	-1.8%	-3.3%	-7.2%	9.1%	10.7%	-3.7%	48.4%	28.0%	10.1%	62.4%	-9.7%	Oct '25
US MidCap Value	186.15	0.8%	0.0%	-3.1%	4.9%	9.1%	17.6%	12.1%	4.9%	55.4%	50.8%	35.6%	63.9%	-4.3%	Feb '26

US Small Blend	265.60	1.0%	-0.4%	-3.8%	3.1%	4.7%	18.8%	8.9%	3.0%	54.2%	28.7%	24.0%	60.9%	-5.1%	Feb '26
US Small Growth	320.67	0.6%	-1.4%	-4.4%	-0.3%	2.0%	21.9%	12.9%	-0.7%	51.4%	4.7%	11.3%	58.0%	-9.3%	Jan '26
US Small Value	188.74	0.3%	-1.2%	-5.5%	2.8%	8.4%	24.5%	12.4%	4.2%	50.9%	23.8%	21.6%	53.2%	-6.1%	Feb '26

Foreign Large Blend	98.40	0.3%	-0.8%	-5.6%	4.5%	7.7%	20.4%	31.6%	2.5%	61.4%	49.6%	40.6%	95.4%	-6.9%	Feb '26
Foreign Growth	114.57	0%	-1.2%	-6.0%	2.8%	2.5%	12.1%	20.7%	0.6%	37.9%	22.8%	11.2%	68.5%	-7.1%	Feb '26
Foreign Value	74.50	0.8%	-0.4%	-5.3%	6.1%	12.8%	29.0%	42.2%	4.3%	87.1%	79.0%	74.8%	124.2%	-6.8%	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	23.01		0.2%	0.3%	0.3%	-1.5%	-1.8%	2.3%	3.6%	-1.2%	23.9%	27.2%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.44		-0.04%	0.0%	-0.2%	0.5%	1.7%	4.7%	5.2%	0.1%	21.5%	24.4%	23.4%	25.7%	-0.4%	Jan '26
Bank Loan- Invesco	20.54		0.3%	0.1%	0.0%	-0.6%	1.0%	5.7%	6.9%	-1.2%	27.1%	28.0%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.53	p	EOD	0.1%	0.3%	1.3%	3.3%	7.8%	8.9%	0.9%	36.9%	59.8%	48.5%	41.8%	New Peak	Mar '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	52.70		0.5%	-0.7%	-3.0%	1.3%	2.7%	20.2%	17.7%	-1.2%	84.4%	100.9%	84.2%	103.4%	-4.5%	Feb '26
Int’l Min Volatility- Franklin	40.31		0.6%	1.5%	-0.6%	11.1%	20.1%	29.4%	27.1%	9.5%	87.0%	115.2%	95.2%	109.6%	-3.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.00	p	EOD	-0.6%	-5.4%	-0.9%	-0.3%	10.2%	3.0%	-1.1%	74.7%	89.0%	84.6%	89.8%	-9.3%	Feb '26
Small Value- Avantis	107.74		0.8%	-0.5%	-6.0%	4.1%	8.2%	24.6%	7.4%	5.6%	59.9%	55.5%	43.0%	64.1%	-6.8%	Feb '26
Mid Value- Pacer Cash Cows	63.13		0.9%	0.2%	-1.1%	4.9%	11.3%	16.2%	9.0%	4.9%	51.5%	72.8%	45.0%	56.9%	-2.8%	Feb '26
Growth- S&P Momentum	117.46		0.10%	-1.4%	-1.2%	1.0%	-2.3%	25.2%	26.6%	-1.6%	133.1%	135.5%	91.2%	135.0%	-5.2%	Oct '25
Invesco S&P Quality	77.08		0.5%	-1.2%	-3.2%	3.3%	6.4%	16.1%	13.2%	2.7%	77.3%	87.8%	52.8%	101.4%	-4.8%	Feb '26
Rotation Factor- BlackRock	59.88		0.03%	-1.0%	-1.5%	0.4%	2.7%	22.5%	20.0%	-1.5%	99.9%	93.8%	66.5%	125.5%	-3.3%	Feb '26
US Min Volatility- Fidelity	66.49		0.11%	-0.9%	-1.8%	0.6%	1.8%	11.0%	11.8%	-0.4%	52.0%	63.9%	35.5%	65.3%	-3.1%	Feb '26
Derivative Income- JPMorgan	57.77		0.3%	-0.7%	-1.8%	2.3%	4.8%	8.7%	8.1%	1.5%	38.5%	53.9%	31.5%	50.1%	-3.0%	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	16.33	p	EOD	1.1%	2.2%	3.4%	2.3%	7.8%	6.5%	3.3%	30.2%	36.0%	33.7%	33.3%	-0.3%	Mar '26
Multistrategy- AQR	14.37	p	EOD	-0.3%	0.3%	3.7%	6.2%	13.3%	16.4%	2.6%	49.0%	76.1%	68.5%	50.6%	-1.6%	Feb '26
Long Short- AQR	20.48	p	EOD	-1.0%	-1.4%	-2.1%	6.0%	20.8%	34.4%	-3.2%	109.0%	188.7%	149.9%	138.3%	-3.8%	Dec '25
Mkt Neutral- BlackRock	14.89	p	EOD	-0.3%	2.8%	2.6%	6.4%	18.0%	18.3%	2.1%	64.1%	67.6%	72.6%	73.2%	-0.7%	Mar '26
Multi Strategy- Variant	26.58	p	EOD	0.2%	0.6%	1.3%	3.5%	6.7%	7.2%	1.0%	22.3%	47.7%	35.1%	26.7%	New Peak	Mar '26
Long Short- First Trust	70.14		0.2%	-0.6%	-1.0%	0.0%	2.2%	10.1%	9.1%	-1.2%	48.5%	60.6%	41.9%	56.9%	-2.7%	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)	309.44	1.3%	0.8%	2.5%	4.3%	24.1%	88.9%	66.0%	-1.1%	206.8%	199.5%	115.0%	219.6%	-10.0%	Feb '26
Meta (Communications)	623.47	-0.6%	-4.7%	-2.5%	-4.0%	-19.5%	3.3%	13.1%	-5.5%	221.0%	121.1%	85.4%	392.4%	-21.0%	Aug '25
Amazon (Cyclical)	214.06	1.1%	-0.1%	6.4%	-3.3%	-7.6%	9.4%	5.2%	-7.3%	116.3%	36.5%	25.6%	89.6%	-15.7%	Nov '25
Tesla (Cyclical)	397.41	0.5%	-0.5%	-3.2%	-14.9%	-6.7%	67.0%	11.4%	-11.6%	120.6%	69.9%	-0.6%	82.9%	-18.9%	Dec '25
Procter & Gamble (Defensive)	151.88	-0.2%	-2.6%	-4.8%	3.5%	-3.9%	-8.1%	-12.3%	6.7%	14.7%	34.2%	3.8%	33.5%	-12.6%	Dec '24
PepsiCo (Defensive)	156.99	-0.5%	-2.4%	-2.2%	5.5%	13.2%	7.9%	-1.8%	10.4%	-0.8%	37.2%	3.8%	3.9%	-11.4%	May '23
Coca-Cola (Defensive)	77.85	0.03%	0.0%	-2.2%	10.2%	16.9%	13.5%	15.6%	11.4%	40.9%	75.1%	47.9%	55.6%	-4.6%	Feb '26
Exxon Mobil (Energy)	159.47	1.4%	7.7%	9.1%	36.7%	40.5%	45.0%	16.0%	33.4%	76.9%	225.3%	191.2%	82.3%	New Peak	Mar '26
Chevron (Energy)	198.72	1.0%	6.7%	10.1%	34.2%	26.7%	30.8%	10.1%	31.7%	48.1%	126.5%	97.7%	45.5%	New Peak	Mar '26
JPMorgan Chase (Financial)	286.93	0.3%	-0.6%	-6.6%	-8.5%	-7.1%	25.2%	37.3%	-10.6%	144.9%	110.1%	98.0%	199.5%	-14.2%	Jan '26
Visa (Financial)	307.48	-0.8%	-2.2%	-3.8%	-10.5%	-10.8%	-7.4%	11.8%	-12.1%	44.7%	43.0%	43.4%	77.2%	-17.2%	Jun '25
Mastercard (Financial)	507.60	-0.2%	-1.4%	-2.7%	-10.1%	-15.0%	-4.0%	9.0%	-11.0%	47.7%	37.9%	40.3%	82.6%	-15.0%	Aug '25
Bank of America (Financial)	47.37	0.6%	-2.5%	-9.7%	-12.7%	-6.8%	16.9%	28.0%	-13.4%	84.0%	40.9%	14.2%	73.6%	-16.8%	Jan '26
UnitedHealth (Health)	286.73	0.4%	1.6%	-0.8%	-13.5%	-15.5%	-41.4%	-33.1%	-13.1%	-35.7%	-12.0%	-38.9%	-39.2%	-52.8%	Nov '24
Johnson & Johnson (Health)	239.36	-1.6%	-1.8%	-1.1%	14.4%	36.7%	51.1%	47.5%	16.3%	71.8%	71.4%	57.7%	63.1%	-3.7%	Mar '26
Eli Lilly (Health)	928.66	-6.1%	-7.3%	-10.4%	-10.7%	22.6%	13.4%	40.2%	-13.4%	188.4%	422.8%	255.3%	194.3%	-16.2%	Nov '25
Union Pacific (Industrials)	243.07	0.4%	-2.9%	-7.0%	3.2%	13.2%	4.6%	3.9%	5.6%	37.0%	28.1%	8.2%	37.3%	-9.0%	Mar '26
Honeywell (Industrials)	230.95	-1.5%	-4.0%	-4.4%	16.1%	17.0%	18.9%	-6.4%	19.0%	41.5%	27.4%	29.6%	52.8%	-6.9%	Mar '26
Nvidia (IT)	182.86	-0.2%	-1.0%	-1.1%	7.0%	7.4%	53.0%	38.9%	-2.0%	611.4%	1274.0%	508.3%	1492.1%	-11.7%	Oct '25
Broadcom (IT)	321.54	-1.0%	-6.1%	-3.3%	-1.2%	-6.8%	66.8%	50.6%	-7.1%	433.0%	639.1%	423.3%	687.6%	-22.0%	Dec '25
Adobe (IT)	254.07	0.9%	-7.7%	-2.5%	-28.4%	-29.8%	-36.4%	-21.3%	-27.4%	-29.1%	-43.7%	-55.0%	-11.2%	-60.0%	Feb '24
Oracle (IT)	154.28	-1.1%	3.3%	0.2%	-13.3%	-48.6%	1.2%	18.1%	-20.6%	87.6%	149.5%	85.8%	151.7%	-52.8%	Sep '25
salesforce.com (IT)	195.07	-1.6%	0.1%	5.8%	-24.3%	-19.3%	-30.1%	-20.2%	-26.4%	6.8%	-7.4%	-22.7%	38.8%	-46.6%	Dec '24
Linde PLC (Materials)	497.06	-0.07%	4.3%	3.1%	17.7%	4.0%	9.1%	3.2%	16.6%	55.8%	96.7%	55.0%	91.0%	-2.4%	Mar '26
Sherwin-Williams (Materials)	321.48	-0.4%	-2.7%	-12.4%	-1.8%	-7.8%	-5.2%	-3.8%	-0.6%	51.9%	41.5%	-1.4%	64.7%	-18.7%	Nov '24
American Tower (Real Estate)	185.24	0.3%	-0.5%	-4.1%	4.8%	-4.3%	-9.8%	-0.9%	5.5%	1.8%	-3.9%	-26.5%	12.4%	-19.8%	Sep '24
Prologis Inc. (Real Estate)	133.98	-0.07%	-1.6%	-5.5%	4.6%	18.6%	21.2%	25.1%	5.0%	26.0%	51.0%	-8.4%	47.7%	-6.1%	Mar '26
NextEra Energy (Utilities)	92.57	-0.3%	1.1%	0.5%	16.1%	33.5%	32.2%	15.5%	16.1%	33.5%	44.4%	13.3%	40.5%	-2.6%	Feb '26
Duke Energy (Utilities)	133.52	0.04%	3.0%	5.4%	14.7%	12.2%	14.4%	12.7%	14.9%	55.7%	76.5%	52.3%	78.2%	New Peak	Mar '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	15.80	p	EOD	-0.8%	-1.6%	0.8%	1.6%	8.1%	9.4%	0.2%	22.0%	11.7%	8.5%	30.0%	-2.2%	Feb '26
Moderate-60% Stock	65.39		0.3%	-0.7%	-2.2%	1.9%	3.5%	15.7%	16.4%	0.6%	46.4%	36.3%	26.4%	60.4%	-3.3%	Feb '26
Mod Agg-80% Stock	50.97	p	EOD	-1.1%	-2.9%	2.2%	4.0%	18.8%	19.6%	0.5%	58.2%	46.2%	33.4%	75.3%	-4.3%	Feb '26
Aggressive-90% Stock	30.52	p	EOD	-1.1%	-3.1%	3.2%	5.2%	20.8%	20.9%	0.8%	60.1%	48.1%	32.6%	77.0%	-5.0%	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	74603.44	-0.3%	6.7%	10.5%	-13.4%	-35.9%	-11.3%	-6.3%	-14.7%	172.0%	26.7%	60.6%	289.4%	-40.2%	Oct '25
Ethereum	2338.48	-0.5%	14.8%	17.4%	-17.4%	-49.1%	21.4%	-11.0%	-21.2%	30.5%	28.2%	-37.8%	80.6%	-51.6%	Aug '25
BNB	673.82	-0.8%	5.0%	9.1%	-20.1%	-32.0%	6.7%	23.1%	-21.9%	98.7%	149.7%	31.6%	148.7%	-48.6%	Oct '25
Solana	95.45	-0.8%	11.2%	12.0%	-22.5%	-61.0%	-25.5%	-34.2%	-23.3%	341.3%	571.2%	-44.0%	206.3%	-63.6%	Jan '25
Bitcoin ETF	42.35	1.0%	6.7%	10.3%	-13.0%	-35.5%	-11.9%	-6.4%	-14.7%	-	-	-	-	-40.6%	Oct '25
Grayscale Bitcoin (hi fee)	58.18	0.9%	6.6%	10.2%	-13.3%	-35.9%	-12.9%	-7.6%	-14.9%	317.4%	23.9%	87.9%	474.5%	-40.9%	Oct '25
Bloomberg Commodities	23.97	1.1%	2.5%	16.1%	23.6%	30.5%	31.3%	14.9%	22.7%	48.5%	79.4%	55.8%	35.1%	-1.0%	Mar '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	4.85	-0.2%	1.7%	3.6%	0.5%	3.7%	5.5%	1.1%	0.2%	34.8%	99.0%	140.6%	24.9%	-5.0%	Oct '23
10yr Treasury rate	4.20	-0.4%	1.6%	3.7%	1.2%	3.1%	-2.4%	-9.0%	0.9%	23.8%	156.1%	158.1%	7.7%	-15.8%	Oct '23
5yr Treasury rate	3.79	-0.4%	1.9%	4.6%	2.5%	3.8%	-7.6%	-15.0%	1.7%	9.2%	385.4%	177.4%	-7.9%	-23.7%	Oct '23
13-week T-bill	3.61	0%	0.3%	0.3%	1.7%	-6.8%	-13.9%	-15.7%	1.6%	-16.0%	44962.5%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	95.40	2.0%	14.3%	53.1%	70.5%	48.9%	41.2%	-19.9%	66.1%	42.9%	47.7%	25.4%	9.3%	-3.4%	Mar '26
Gold	5007.40	0.3%	-4.3%	2.5%	15.2%	36.0%	66.9%	64.5%	15.8%	154.2%	190.0%	178.3%	199.8%	-5.8%	Jan '26
USD/EUR	0.87	-0.9%	0.6%	2.7%	1.8%	2.5%	-5.7%	-11.4%	1.8%	-8.0%	3.1%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	159.01	-0.4%	0.7%	3.5%	2.7%	8.2%	7.0%	-0.4%	1.7%	19.2%	45.8%	38.1%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	22.38	-4.8%	-10.2%	10.3%	27.0%	42.4%	9.1%	-13.8%	49.7%	-12.3%	16.4%	34.8%	-33.3%	-57.2%	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	50.75		0.09%	-0.1%	-0.5%	0.5%	1.5%	4.9%	6.1%	0.2%	19.3%	18.3%	17.5%	22.7%	-0.7%	Feb '26
Interm Muni- JPMorgan	50.56		0.03%	-0.2%	-0.7%	0.7%	1.5%	4.3%	4.3%	0.4%	10.9%	6.9%	4.8%	16.3%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.71		0.12%	-0.4%	-0.7%	0.7%	1.8%	6.6%	8.8%	0.4%	13.5%	3.9%	4.0%	20.9%	-1.3%	Feb '26
Interm Bond- Vanguard	77.63		0.2%	-0.4%	-0.9%	0.1%	0.7%	6.0%	8.5%	0.0%	13.1%	2.8%	2.1%	19.9%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	-0.1%	-0.7%	0.1%	1.1%	6.3%	8.2%	-0.4%	29.6%	34.9%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	48.15		0.4%	-0.7%	-2.0%	-0.5%	0.1%	5.3%	8.2%	-0.8%	18.0%	14.0%	12.9%	26.8%	-2.2%	Feb '26
Long Bond- Vanguard	74.85		0.8%	-1.1%	-2.9%	-0.8%	-2.2%	3.8%	7.2%	-0.9%	10.8%	-6.0%	-12.4%	23.7%	-3.9%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	-0.4%	-1.0%	0.6%	1.1%	3.1%	3.3%	0.1%	10.7%	3.0%	0.3%	15.3%	-1.5%	Feb '26
Long Muni- iShares	57.51		0.02%	-0.2%	-0.9%	0.7%	2.0%	4.4%	3.4%	0.3%	9.1%	3.8%	2.3%	14.2%	-1.3%	Feb '26

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Russell 2000 (Small Cap)

BelowPeak Jan '26

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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