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S&P 500

Return

60.7%

[

18.3%

annualized]

Dec 29 2023 - Oct 22 2026

DJIA (Large Value)

Return

40.3%

[

12.8%

annualized]

Dec 29 2023 - Oct 22 2026

Russell 2000 (Small Cap)

Return

37.3%

[

11.9%

annualized]

Dec 29 2023 - Oct 22 2026

Performance Range:

As of Oct 22 11:50 PM EDT, next update on next market open

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	7663.43	-1.2%	0.1%	-0.6%	3.4%	7.8%	13.7%	16.4%	11.9%	81.7%	68.6%	24.7%	53.8%	-2.0%	Oct '26
DJIA (Large Value)	52867.98	0.02%	1.7%	2.6%	2.2%	7.2%	13.1%	13.0%	10.0%	60.5%	48.2%	18.5%	40.4%	-2.7%	Aug '26
Russell 2000 (Small Cap)	2784.03	0.11%	2.3%	-1.9%	-5.3%	0.3%	12.1%	11.3%	12.2%	67.1%	21.5%	22.0%	58.1%	-9.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26008.86	-2.6%	-0.5%	-3.4%	3.5%	6.4%	13.4%	20.4%	11.9%	99.8%	72.4%	29.7%	70.3%	-5.8%	Oct '26
Aggregate Bond	96.12	0.9%	0.8%	1.1%	-0.2%	-1.3%	-1.0%	7.2%	-0.8%	16.8%	-0.6%	5.4%	4.5%	-2.6%	Feb '26
Corp Bond	104.28	1.0%	0.9%	0.8%	-0.6%	-2.5%	-2.9%	7.9%	-2.0%	20.0%	-3.5%	4.6%	6.1%	-3.7%	Feb '26
High Yield Bond	77.10	0.2%	0.3%	-0.8%	-1.2%	-1.2%	1.1%	8.6%	0.0%	27.5%	17.7%	6.6%	11.1%	-2.6%	Aug '26
Preferred	28.81	-0.03%	-0.2%	-3.0%	-3.0%	-5.9%	-3.6%	4.9%	-3.2%	21.0%	-0.8%	0.1%	8.3%	-7.0%	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	51.69	0.7%	1.5%	2.8%	3.3%	0.6%	17.7%	9.9%	15.4%	47.0%	34.5%	18.7%	43.1%	-3.2%	Aug '26
Consumer Discretionary/Cyclical	115.01	-0.5%	2.3%	3.9%	6.0%	-1.9%	-2.7%	7.4%	-3.1%	55.2%	24.4%	3.2%	32.0%	-7.1%	Jan '26
Financial Services	56.65	1.1%	2.0%	3.9%	1.8%	10.1%	9.5%	14.9%	4.7%	85.4%	51.9%	11.4%	31.9%	-2.9%	Sep '26
Real Estate	92.65	1.3%	1.0%	1.3%	-5.3%	-1.3%	4.3%	3.3%	7.7%	45.4%	3.2%	7.6%	22.9%	-7.4%	Jul '26
Communication Services	107.42	-1.4%	-2.6%	-4.6%	2.3%	-8.0%	-5.6%	23.1%	-7.9%	66.2%	40.9%	4.5%	27.0%	-9.7%	Jan '26
Energy	67.57	-0.9%	-1.0%	8.3%	14.5%	20.2%	56.2%	7.9%	54.1%	67.2%	177.7%	54.8%	84.9%	-1.0%	Oct '26
Industrials	166.73	-0.9%	-0.6%	-2.0%	-8.1%	-3.7%	8.9%	19.3%	8.3%	76.9%	71.4%	22.7%	45.9%	-10.4%	Aug '26
Technology	182.34	-3.3%	-0.6%	-6.7%	2.3%	17.3%	26.8%	24.6%	27.1%	126.4%	138.8%	52.0%	104.5%	-9.7%	Oct '26
Consumer Staples/Defensive	89.99	3.3%	2.7%	9.2%	8.9%	9.3%	16.5%	1.5%	18.1%	45.4%	44.0%	15.6%	22.8%	NewNew Peak	Oct '26
Healthcare	181.30	1.3%	2.6%	7.4%	12.7%	25.0%	26.2%	14.5%	18.6%	49.7%	49.3%	27.6%	39.9%	NewNew Peak	Oct '26
Utilities	42.87	2.1%	1.6%	7.8%	-6.5%	-5.7%	-2.4%	16.0%	2.5%	62.9%	48.1%	12.1%	22.3%	-8.3%	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	157.41	-1.3%	-0.2%	-1.8%	2.0%	6.1%	14.2%	22.4%	12.0%	83.1%	63.7%	29.9%	55.5%	-3.1%	Aug '26
MSCI Emerging Markets	61.72	-2.9%	-1.8%	-8.8%	-4.5%	-0.5%	15.0%	34.0%	13.4%	80.4%	33.5%	42.4%	64.9%	-13.3%	Jun '26
FTSE Europe	86.80	-0.9%	-0.6%	-1.4%	-0.9%	2.0%	10.2%	35.8%	6.0%	69.9%	48.3%	31.0%	45.1%	-6.6%	Aug '26
MSCI Japan	94.60	-1.2%	-0.3%	-2.5%	3.8%	9.2%	20.0%	25.9%	17.8%	78.1%	55.8%	42.9%	61.4%	-4.8%	Oct '26
MSCI India	47.36	0.2%	-0.6%	-1.4%	-0.6%	-4.1%	-13.5%	2.7%	-12.4%	9.4%	3.1%	-4.8%	-3.7%	-15.2%	Jun '25
MSCI China	49.02	-2.1%	-4.3%	-7.8%	-8.1%	-13.8%	-22.1%	31.0%	-17.9%	28.6%	-24.0%	-6.1%	11.5%	-25.4%	Oct '25
International Bond	47.22	0.3%	0.2%	0.8%	-0.3%	-0.4%	-0.9%	2.9%	-0.2%	13.7%	1.2%	2.6%	2.2%	-2.2%	Feb '26
iShares Latin America	37.20	-1.7%	-0.9%	5.9%	6.8%	2.3%	34.3%	52.7%	23.7%	77.6%	107.3%	64.8%	85.0%	-2.6%	Oct '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	702.30	-1.2%	0.1%	-0.5%	3.8%	8.4%	15.1%	17.8%	13.0%	88.9%	80.8%	27.2%	56.5%	-1.9%	Oct '26
US Large Growth	120.09	-2.8%	-1.1%	-4.2%	1.4%	1.7%	2.3%	19.8%	1.8%	90.2%	84.7%	17.5%	52.1%	-7.0%	Oct '26
US Large Value	259.05	0.3%	1.3%	3.0%	5.6%	14.6%	28.3%	15.7%	24.5%	86.9%	72.4%	35.8%	59.1%	NewNew Peak	Oct '26

US MidCap Blend	81.27	-0.2%	1.1%	1.7%	1.2%	6.2%	13.3%	17.0%	12.8%	89.4%	69.2%	25.5%	49.8%	-3.8%	Aug '26
US MidCap Growth	289.24	-1.6%	0.2%	-2.3%	-1.7%	2.6%	-0.7%	10.7%	4.1%	57.8%	17.6%	7.1%	35.0%	-7.8%	Aug '26
US MidCap Value	209.30	0.9%	1.7%	5.2%	3.9%	9.3%	22.3%	12.1%	19.8%	78.6%	58.7%	30.1%	52.1%	-0.3%	Aug '26

US Small Blend	288.67	-0.2%	1.5%	0.0%	-1.8%	2.5%	13.8%	8.9%	13.0%	68.6%	35.2%	19.0%	52.0%	-6.4%	Aug '26
US Small Growth	347.09	-1.0%	2.4%	-3.7%	-7.1%	-2.3%	6.6%	12.9%	7.7%	69.6%	18.0%	18.0%	56.0%	-12.2%	Aug '26
US Small Value	213.30	1.1%	2.2%	0.0%	-2.9%	4.1%	20.9%	12.4%	18.9%	76.7%	40.4%	31.2%	65.9%	-5.8%	Aug '26

Foreign Large Blend	103.15	-0.9%	-0.4%	-1.6%	0.2%	3.5%	12.4%	31.6%	9.1%	70.2%	50.1%	32.9%	48.7%	-5.2%	Aug '26
Foreign Growth	118.46	-1.3%	-0.4%	-1.7%	-0.5%	0.9%	3.9%	20.7%	4.8%	49.8%	16.9%	17.3%	36.4%	-6.8%	Aug '26
Foreign Value	79.06	-0.5%	-0.4%	-1.3%	0.8%	6.2%	21.5%	42.2%	13.7%	92.1%	89.7%	49.4%	61.9%	-4.8%	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	22.74	-0.1%	0.1%	-0.5%	0.5%	1.9%	3.0%	3.6%	2.5%	18.6%	29.1%	5.4%	9.1%	-0.9%	Sep '26
Ultra Short- Janus AAA CLO	50.61	0.02%	0.1%	0.3%	1.2%	2.4%	4.9%	5.2%	3.7%	19.5%	28.0%	8.2%	8.7%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.29	-0.1%	-0.2%	-0.6%	1.3%	2.1%	3.9%	6.9%	1.9%	21.6%	29.7%	8.2%	12.0%	-0.8%	Sep '26
Interval CEF- Cliffwater	10.20	0%	0.1%	-1.8%	-0.8%	0.7%	4.2%	8.9%	2.4%	28.7%	53.5%	9.9%	9.7%	-2.0%	Oct '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	58.54	-1.6%	-0.3%	-1.8%	0.4%	3.9%	12.8%	17.7%	10.4%	88.9%	105.1%	24.4%	53.5%	-3.7%	Aug '26
Int’l Min Volatility- Franklin	42.81	-0.2%	-0.1%	1.6%	2.3%	8.0%	26.8%	27.1%	19.5%	92.8%	119.6%	45.5%	59.8%	-0.2%	Oct '26
MidCap 30 - Hennessy (hi fee)	24.88	-1.0%	-0.8%	-3.7%	-11.4%	-8.1%	3.9%	3.0%	2.5%	65.3%	92.8%	4.7%	33.4%	-16.1%	Jun '26
Small Value- Avantis	122.07	1.0%	1.7%	1.4%	-1.9%	3.4%	24.6%	7.4%	20.8%	72.9%	66.3%	28.6%	66.1%	-4.9%	Aug '26
Mid Value- Pacer Cash Cows	71.78	1.3%	2.0%	5.7%	13.4%	15.1%	26.5%	9.0%	20.6%	57.8%	72.8%	26.4%	55.7%	-0.6%	Sep '26
Growth- S&P Momentum	138.82	-3.0%	-1.5%	-8.6%	-7.2%	7.8%	16.3%	26.6%	17.0%	149.0%	129.9%	36.5%	69.9%	-14.0%	Jun '26
Invesco S&P Quality	83.84	-0.9%	-0.1%	-0.9%	-1.3%	4.9%	13.7%	13.2%	12.6%	74.9%	73.7%	20.0%	43.8%	-6.8%	Jun '26
Rotation Factor- BlackRock	68.36	-1.6%	-0.5%	-1.9%	1.9%	8.1%	16.1%	20.0%	13.2%	104.1%	95.7%	29.5%	59.3%	-3.3%	Oct '26
US Min Volatility- Fidelity	74.31	0.2%	1.0%	4.4%	7.6%	9.2%	14.7%	11.8%	12.6%	60.3%	58.9%	20.4%	39.5%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.29	-0.10%	0.4%	1.9%	3.5%	3.6%	8.0%	8.1%	6.3%	38.4%	42.3%	10.1%	26.9%	-0.3%	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	-0.4%	-0.1%	-0.8%	4.5%	8.3%	15.5%	6.5%	15.0%	34.8%	50.3%	20.6%	26.0%	-1.1%	Sep '26
Multistrategy- AQR	15.57	-0.3%	0.0%	0.2%	4.8%	7.3%	13.8%	16.4%	11.1%	47.0%	84.9%	22.4%	27.7%	-0.4%	Oct '26
Long Short- AQR	22.10	-1.5%	-1.2%	-1.6%	5.3%	8.5%	12.9%	34.4%	4.4%	88.1%	191.9%	30.4%	35.7%	-2.5%	Sep '26
Mkt Neutral- BlackRock	15.99	0%	0.6%	0.8%	4.5%	12.2%	23.7%	18.3%	18.0%	76.5%	98.8%	38.2%	31.9%	-1.5%	Oct '26
Multi Strategy- Variant	25.77	0%	0.0%	0.5%	1.7%	3.1%	6.2%	7.2%	4.8%	20.3%	42.4%	11.3%	10.4%	NewNew Peak	Oct '26
Long Short- First Trust	76.61	-1.5%	-0.3%	-0.1%	2.7%	5.9%	10.9%	9.1%	8.6%	51.0%	61.5%	14.6%	29.5%	-1.9%	Oct '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)	324.22	-3.1%	-4.8%	-4.0%	2.1%	-4.2%	28.4%	66.0%	3.8%	139.8%	137.9%	76.0%	125.1%	-19.4%	May '26
Meta (Communications)	648.85	-7.0%	-8.5%	-12.8%	7.1%	-1.4%	-11.3%	13.1%	-1.4%	108.6%	101.8%	-7.3%	27.7%	-17.5%	Aug '25
Amazon (Cyclical)	250.38	-4.6%	0.2%	0.4%	7.2%	-1.8%	13.2%	5.2%	8.5%	97.8%	50.1%	10.5%	46.7%	-11.8%	Aug '26
Tesla (Cyclical)	374.58	-3.1%	5.6%	-1.5%	17.2%	0.2%	-16.6%	11.4%	-16.7%	76.6%	23.5%	3.9%	68.8%	-23.5%	Dec '25
Procter & Gamble (Defensive)	165.59	5.6%	3.9%	12.3%	13.5%	15.4%	12.0%	-12.3%	18.1%	20.2%	32.9%	3.7%	9.0%	-2.0%	Mar '25
PepsiCo (Defensive)	138.83	3.1%	5.6%	6.6%	4.0%	-8.9%	-4.7%	-1.8%	-0.3%	-3.4%	2.1%	2.0%	5.1%	-16.1%	Feb '26
Coca-Cola (Defensive)	95.34	2.9%	1.5%	8.2%	18.2%	26.5%	39.9%	15.6%	39.0%	92.2%	102.7%	42.8%	45.2%	NewNew Peak	Oct '26
Exxon Mobil (Energy)	178.23	0.08%	-0.4%	10.5%	14.3%	20.0%	58.1%	16.0%	51.1%	79.7%	236.5%	69.4%	85.4%	-0.4%	Oct '26
Chevron (Energy)	226.68	-0.04%	0.8%	10.3%	17.6%	23.0%	50.5%	10.1%	52.9%	59.9%	145.6%	53.4%	76.1%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	336.54	0.4%	-0.9%	0.2%	-3.3%	9.0%	16.5%	37.3%	6.5%	154.4%	121.8%	24.8%	59.7%	-7.4%	Aug '26
Visa (Financial)	414.34	1.6%	2.9%	14.6%	18.1%	34.7%	20.7%	11.8%	18.9%	83.1%	86.1%	18.0%	35.9%	NewNew Peak	Oct '26
Mastercard (Financial)	633.21	1.7%	2.6%	13.3%	19.6%	26.4%	11.1%	9.0%	11.6%	68.0%	81.9%	12.6%	33.4%	NewNew Peak	Oct '26
Bank of America (Financial)	51.08	0.6%	-0.3%	-8.8%	-16.2%	-1.6%	0.8%	28.0%	-5.6%	114.7%	21.4%	15.4%	50.6%	-20.8%	Aug '26
UnitedHealth (Health)	424.98	1.9%	5.9%	14.5%	1.0%	21.3%	21.0%	-33.1%	31.3%	-13.2%	3.6%	-13.1%	-20.1%	-26.2%	Apr '25
Johnson & Johnson (Health)	267.61	3.8%	4.7%	-0.6%	3.7%	17.3%	42.2%	47.5%	31.4%	92.5%	88.0%	76.1%	85.3%	-3.9%	Sep '26
Eli Lilly (Health)	1306.69	2.8%	4.0%	13.5%	10.3%	42.8%	60.2%	40.2%	22.2%	131.3%	461.0%	52.3%	81.8%	NewNew Peak	Oct '26
Union Pacific (Industrials)	298.09	3.6%	3.1%	8.2%	-1.6%	11.0%	38.3%	3.9%	30.8%	53.3%	40.4%	25.4%	47.9%	-3.6%	Aug '26
Honeywell (Industrials)	218.31	1.7%	3.3%	2.7%	-11.1%	-2.1%	2.0%	-6.4%	8.1%	30.2%	12.6%	8.5%	24.4%	-15.4%	Mar '26
Nvidia (IT)	212.21	-4.4%	-0.9%	-5.9%	1.8%	6.5%	16.8%	38.9%	14.1%	395.3%	837.9%	52.8%	120.9%	-11.3%	Oct '26
Broadcom (IT)	323.24	-4.3%	-1.7%	-8.9%	-17.5%	-22.8%	-5.4%	50.6%	-6.1%	287.3%	585.1%	43.4%	109.6%	-32.6%	Jun '26
Adobe (IT)	270.55	6.1%	10.3%	12.4%	27.5%	13.2%	-23.6%	-21.3%	-22.7%	-49.9%	-58.0%	-40.8%	-20.4%	-41.7%	Feb '25
Oracle (IT)	125.54	-2.8%	-2.1%	-12.8%	5.0%	-28.3%	-54.6%	18.1%	-34.7%	25.5%	36.7%	-29.4%	2.9%	-61.2%	Sep '25
salesforce.com (IT)	250.29	3.5%	4.0%	5.3%	59.8%	45.1%	-1.0%	-20.2%	-4.9%	26.3%	-12.8%	-21.8%	4.0%	-29.5%	Jan '25
Linde PLC (Materials)	510.36	2.0%	2.4%	8.7%	1.1%	1.1%	14.9%	3.2%	20.9%	45.1%	73.8%	13.0%	25.9%	-6.3%	Jul '26
Sherwin-Williams (Materials)	345.63	2.5%	3.1%	5.9%	11.6%	2.9%	5.2%	-3.8%	7.4%	48.7%	18.0%	-0.2%	11.8%	-7.0%	Sep '25
American Tower (Real Estate)	181.57	2.2%	-2.0%	7.5%	11.5%	3.5%	-0.7%	-0.9%	6.6%	26.7%	-24.9%	2.7%	-5.4%	-18.0%	Jul '25
Prologis Inc. (Real Estate)	126.66	-0.7%	0.7%	-5.4%	-12.0%	-9.7%	3.9%	25.1%	1.5%	38.4%	1.9%	10.4%	48.2%	-14.9%	Jul '26
NextEra Energy (Utilities)	81.90	4.6%	2.6%	6.3%	-8.1%	-13.6%	1.2%	15.5%	4.2%	73.8%	11.0%	25.0%	33.5%	-15.1%	Apr '26
Duke Energy (Utilities)	125.40	3.9%	3.2%	9.8%	-2.1%	-0.3%	2.0%	12.7%	9.8%	62.6%	46.5%	18.2%	13.9%	-4.4%	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	15.70	0.3%	0.4%	0.3%	0.1%	0.4%	2.2%	9.4%	1.9%	27.3%	10.6%	9.8%	12.7%	-1.5%	Aug '26
Moderate-60% Stock	68.36	-0.5%	0.1%	-0.7%	0.9%	3.0%	8.4%	16.4%	6.9%	53.8%	36.6%	20.4%	33.2%	-2.5%	Aug '26
Mod Agg-80% Stock	55.08	-1.0%	-0.1%	-1.4%	1.1%	4.1%	11.2%	19.6%	9.4%	67.4%	47.6%	25.4%	43.8%	-3.1%	Aug '26
Aggressive-90% Stock	33.93	-1.5%	-0.4%	-2.4%	0.2%	4.6%	14.6%	20.9%	12.1%	73.3%	49.3%	29.0%	52.1%	-3.9%	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	81844.30	0.7%	0.4%	-3.0%	25.8%	4.6%	-25.6%	-6.3%	-6.5%	147.4%	34.9%	-15.3%	7.3%	-34.4%	Oct '25
Ethereum	2410.23	1.1%	-0.4%	-10.2%	28.4%	3.4%	-37.5%	-11.0%	-18.8%	36.5%	-39.3%	-11.3%	63.7%	-50.1%	Aug '25
BNB	739.66	1.3%	2.6%	-3.6%	30.5%	15.8%	-34.4%	23.1%	-14.3%	223.9%	54.5%	13.2%	33.6%	-43.5%	Oct '25
Solana	104.20	0.7%	-0.1%	-9.4%	37.4%	21.0%	-45.6%	-34.2%	-16.3%	227.1%	-47.0%	-38.3%	-1.2%	-60.2%	Jan '25
Bitcoin ETF	46.06	-3.7%	-0.2%	-3.8%	25.7%	4.6%	-26.4%	-6.4%	-7.2%	-	-	-15.7%	5.7%	-35.4%	Oct '25
Grayscale Bitcoin (hi fee)	62.82	-3.7%	-0.1%	-3.8%	25.2%	3.9%	-27.3%	-7.6%	-8.1%	181.5%	42.6%	-17.4%	3.6%	-36.2%	Oct '25
Bloomberg Commodities	26.01	-0.4%	-1.6%	-1.7%	5.6%	5.8%	36.3%	14.9%	33.2%	53.1%	61.5%	39.7%	54.6%	-3.0%	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	5.29	-2.8%	-2.7%	-2.1%	2.2%	7.5%	15.6%	1.1%	9.2%	6.0%	152.8%	11.0%	12.1%	-6.7%	Oct '26
10yr Treasury rate	4.95	-3.8%	-2.8%	-3.1%	5.3%	14.6%	24.1%	-9.0%	19.0%	2.4%	199.3%	9.2%	16.2%	-6.7%	Oct '26
5yr Treasury rate	4.77	-4.1%	-2.7%	-4.6%	6.9%	20.6%	32.6%	-15.0%	28.1%	-0.5%	293.7%	9.1%	21.8%	-6.3%	Sep '26
13-week T-bill	4.02	-1.0%	-1.2%	-0.1%	5.8%	11.9%	6.2%	-15.7%	13.4%	-24.0%	7944.0%	-4.6%	-3.7%	-6.1%	May '25
Crude Oil	100.14	0.7%	-1.3%	8.7%	8.6%	4.5%	62.1%	-19.9%	74.4%	17.1%	19.6%	38.6%	68.1%	-11.3%	Apr '26
Gold	4030.00	-0.7%	-3.6%	-6.7%	-0.5%	-14.7%	-2.8%	64.4%	-7.2%	102.7%	124.4%	37.3%	34.8%	-24.2%	Jan '26
USD/EUR	0.89	0.06%	0.2%	1.5%	1.4%	4.2%	3.6%	-11.4%	4.7%	-4.9%	-	-6.9%	-2.1%	-8.7%	Jan '25
USD/JPY	156.88	0.2%	-0.7%	-0.9%	-4.2%	-1.8%	2.8%	-0.4%	0.3%	4.7%	-	3.3%	7.6%	-4.3%	Jul '26
S&P 500 Volatility Index	19.03	14.1%	-4.8%	25.4%	1.8%	-1.5%	10.0%	-13.8%	27.3%	-6.6%	23.3%	24.6%	-63.6%	-63.6%	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	50.06	0.3%	0.2%	0.6%	0.5%	1.1%	2.7%	6.1%	1.9%	19.0%	19.6%	7.3%	6.6%	-0.2%	Aug '26
Interm Muni- JPMorgan	48.63	0.8%	0.9%	1.4%	-1.1%	-1.9%	-0.7%	4.3%	-1.0%	13.1%	4.3%	2.6%	5.0%	-2.9%	Jul '26
Interm Bond- Janus MSB	43.22	0.9%	0.9%	0.8%	-1.2%	-2.5%	-1.1%	8.8%	-1.6%	20.2%	1.7%	6.0%	4.9%	-3.7%	Feb '26
Interm Bond- Vanguard	74.07	0.9%	0.7%	1.2%	-0.7%	-2.0%	-1.7%	8.5%	-1.7%	17.3%	0.3%	5.7%	4.1%	-3.5%	Feb '26
Multisector Bond- Intrepid	8.69	-0.11%	-0.2%	-0.9%	-1.0%	0.1%	2.8%	8.2%	1.7%	26.9%	31.5%	8.3%	11.1%	-1.5%	Aug '26
Int’l Bond- JPMorgan	46.92	0.2%	0.0%	0.1%	-0.7%	-0.7%	0.0%	8.2%	-0.5%	19.4%	13.6%	5.8%	6.4%	-2.3%	Feb '26
Long Bond- Vanguard	70.85	1.5%	1.5%	1.0%	-0.5%	-3.2%	-5.0%	7.2%	-2.6%	21.0%	-14.2%	3.2%	6.8%	-5.5%	Oct '25
Long CA Muni- PIMCO	9.04	0.8%	0.8%	1.3%	-1.5%	-2.3%	-0.6%	4.4%	-1.1%	16.6%	4.5%	2.7%	5.5%	-3.5%	Jul '26
Long Muni- iShares	55.30	0.7%	0.9%	1.5%	-1.3%	-2.3%	-1.1%	3.4%	-1.6%	11.3%	1.5%	2.2%	6.1%	-3.4%	Feb '26

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