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S&P 500

Return

75.5%

[

19.3%

annualized]

Dec 30 2022 - Mar 06 2026

-3.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

43.3%

[

12.0%

annualized]

Dec 30 2022 - Mar 06 2026

-5.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

43.4%

[

12.0%

annualized]

Dec 30 2022 - Mar 06 2026

-7.1%

Below
Peak
Jan '26

Performance Range:

As of Mar 06 08:00 PM EDT, next update at 08:10 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	6740.02	-1.3%	-2.0%	-2.8%	-1.9%	4.0%	16.8%	16.4%	-1.5%	69.1%	75.4%	40.5%	88.4%	-3.4%	Jan '26
DJIA (Large Value)	47501.55	-0.9%	-3.0%	-5.2%	-0.9%	4.6%	11.0%	13.0%	-1.2%	44.6%	50.8%	29.8%	62.6%	-5.4%	Feb '26
Russell 2000 (Small Cap)	2525.30	-2.3%	-4.1%	-5.4%	0.2%	5.6%	21.7%	11.3%	1.7%	34.4%	15.2%	11.1%	49.6%	-7.1%	Jan '26
NASDAQ Comp (Tech/Growth)	22387.68	-1.6%	-1.2%	-2.8%	-5.0%	3.2%	23.0%	20.4%	-3.7%	94.2%	73.3%	41.4%	114.9%	-6.6%	Oct '25
Aggregate Bond	100.12	-0.12%	-1.3%	0.0%	0.8%	1.7%	5.5%	7.2%	0.6%	15.2%	1.6%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	110.16	-0.3%	-1.4%	-0.4%	0.1%	1.0%	6.0%	7.9%	0.3%	18.5%	2.0%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	79.69	-0.5%	-1.3%	-1.4%	-0.4%	0.9%	5.8%	8.6%	-0.7%	27.5%	20.0%	15.7%	35.4%	-1.6%	Feb '26
Preferred	31.12	-0.5%	-0.9%	-1.1%	1.6%	0.5%	6.1%	4.9%	1.1%	16.1%	10.5%	2.3%	25.6%	-2.2%	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	49.86	-1.9%	-6.6%	-3.2%	13.7%	9.5%	15.8%	9.9%	9.9%	29.6%	46.2%	20.9%	55.2%	-7.0%	Feb '26
Consumer Discretionary/Cyclical	114.44	-1.8%	-2.1%	-3.0%	-4.2%	-2.3%	12.2%	7.4%	-4.2%	63.9%	51.9%	12.6%	69.4%	-8.1%	Jan '26
Financial Services	50.57	-1.3%	-1.7%	-6.8%	-5.5%	-4.1%	4.4%	14.9%	-7.7%	51.2%	63.5%	37.0%	76.3%	-10.3%	Jan '26
Real Estate	93.55	-1.1%	-2.2%	1.4%	5.0%	3.1%	5.2%	3.3%	5.7%	24.7%	29.6%	-4.9%	39.5%	-2.5%	Mar '26
Communication Services	117.46	-0.8%	-0.5%	1.5%	0.6%	3.1%	18.5%	23.1%	-0.2%	123.8%	68.1%	56.6%	155.3%	-2.2%	Jan '26
Energy	56.57	0.2%	1.2%	6.2%	24.2%	31.7%	33.7%	7.9%	26.5%	45.9%	157.8%	127.9%	57.8%	-0.8%	Mar '26
Industrials	169.94	-1.2%	-4.1%	-1.9%	10.3%	13.4%	28.3%	19.3%	9.6%	74.2%	96.3%	72.5%	110.9%	-5.0%	Mar '26
Technology	137.29	-2.1%	-1.1%	-2.7%	-6.2%	4.7%	26.4%	24.6%	-4.6%	101.8%	121.4%	61.4%	141.4%	-9.6%	Oct '25
Consumer Staples/Defensive	85.78	0.4%	-4.7%	-2.5%	10.2%	7.7%	6.4%	1.5%	10.4%	29.1%	51.1%	23.7%	38.4%	-4.7%	Feb '26
Healthcare	152.70	-0.8%	-4.7%	-3.2%	0.1%	11.7%	4.1%	14.5%	-1.4%	26.3%	46.3%	16.9%	32.2%	-4.7%	Feb '26
Utilities	46.74	-0.3%	-2.1%	7.8%	8.8%	13.6%	24.4%	16.0%	9.5%	56.5%	82.3%	48.9%	67.9%	-2.1%	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	141.68	-1.1%	-3.9%	-3.1%	0.6%	6.6%	20.5%	22.4%	0.1%	68.4%	66.4%	43.0%	94.3%	-4.7%	Feb '26
MSCI Emerging Markets	57.32	-0.5%	-8.4%	-4.6%	6.2%	15.3%	32.2%	34.0%	4.8%	59.4%	19.8%	28.5%	81.0%	-9.5%	Feb '26
FTSE Europe	84.25	-0.7%	-6.6%	-4.8%	3.7%	8.5%	18.5%	35.8%	0.8%	56.2%	60.5%	39.5%	104.4%	-6.9%	Feb '26
MSCI Japan	84.77	-1.3%	-8.2%	-5.2%	5.1%	11.1%	26.4%	25.9%	5.0%	63.0%	40.5%	39.9%	90.6%	-9.8%	Feb '26
MSCI India	49.99	-0.8%	-4.4%	-6.2%	-7.4%	-4.7%	1.9%	2.7%	-7.5%	26.6%	26.3%	8.3%	24.4%	-14.9%	Sep '24
MSCI China	56.72	1.0%	-4.0%	-8.0%	-8.4%	-6.4%	2.6%	31.0%	-5.6%	26.0%	-25.5%	0.2%	53.4%	-14.3%	Oct '25
International Bond	48.44	-0.3%	-1.5%	-0.2%	0.4%	0.9%	4.1%	2.9%	0.5%	15.5%	1.5%	1.9%	18.0%	-1.5%	Feb '26
iShares Latin America	33.81	-1.0%	-7.3%	-6.2%	13.0%	26.6%	54.4%	52.7%	11.0%	66.3%	77.8%	92.3%	72.5%	-9.4%	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	618.43	-1.3%	-2.0%	-2.6%	-1.6%	4.5%	18.2%	17.8%	-1.4%	76.1%	88.3%	49.2%	97.6%	-3.3%	Jan '26
US Large Growth	447.06	-1.3%	-0.7%	-2.1%	-6.5%	-0.3%	18.5%	18.3%	-5.5%	96.6%	96.2%	49.0%	118.8%	-9.0%	Oct '25
US Large Value	217.72	-1.3%	-3.5%	-3.1%	3.9%	9.0%	16.9%	15.7%	3.5%	50.2%	62.7%	40.0%	69.8%	-3.5%	Feb '26

US MidCap Blend	296.69	-1.2%	-3.1%	-1.5%	1.6%	3.3%	14.7%	11.6%	2.2%	45.3%	48.6%	24.8%	66.4%	-3.4%	Feb '26
US MidCap Growth	271.74	-1.6%	-2.4%	-0.8%	-4.5%	-5.2%	9.4%	10.7%	-2.7%	43.1%	34.6%	11.3%	64.2%	-8.7%	Oct '25
US MidCap Value	187.44	-1.1%	-3.5%	-1.9%	6.3%	9.6%	17.8%	12.1%	5.7%	44.6%	59.4%	36.5%	65.1%	-3.6%	Feb '26

US Small Blend	265.20	-2.2%	-4.3%	-4.4%	2.3%	4.5%	17.8%	8.9%	2.8%	41.0%	35.8%	23.8%	60.6%	-5.3%	Feb '26
US Small Growth	320.36	-2.5%	-4.4%	-5.6%	-3.0%	3.4%	21.9%	12.9%	-0.8%	40.7%	11.4%	11.2%	57.9%	-9.4%	Jan '26
US Small Value	190.41	-2.0%	-3.6%	-4.9%	4.2%	9.3%	24.7%	12.4%	5.1%	38.2%	33.4%	22.7%	54.5%	-5.2%	Feb '26

Foreign Large Blend	98.28	-0.9%	-6.7%	-4.2%	4.4%	9.0%	20.6%	31.6%	2.3%	55.8%	54.0%	40.4%	95.2%	-7.0%	Feb '26
Foreign Growth	114.95	-1.0%	-6.6%	-3.8%	1.6%	4.6%	12.2%	20.7%	0.9%	37.5%	27.4%	11.6%	69.0%	-6.8%	Feb '26
Foreign Value	74.18	-0.6%	-7.0%	-4.7%	7.3%	13.0%	29.2%	42.2%	3.9%	74.7%	82.6%	74.0%	123.2%	-7.2%	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	22.84		-0.09%	0.3%	-1.2%	-2.3%	-2.4%	1.3%	3.6%	-2.0%	20.7%	26.2%	22.8%	28.4%	-2.8%	Jan '26
Ultra Short- Janus AAA CLO	50.37		-0.12%	0.0%	-0.6%	0.5%	1.7%	4.3%	5.2%	-0.1%	20.5%	24.3%	23.2%	25.5%	-0.8%	Feb '26
Bank Loan- Invesco	20.36		-0.4%	0.7%	-1.1%	-1.4%	0.4%	4.3%	6.9%	-2.1%	23.2%	26.7%	24.3%	30.5%	-2.3%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	-0.1%	0.2%	1.2%	3.3%	7.6%	8.9%	0.6%	36.4%	60.0%	48.0%	41.4%	-0.1%	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	52.73		-1.6%	-3.1%	-3.7%	-0.8%	4.3%	19.7%	17.7%	-1.2%	77.4%	107.6%	84.3%	103.5%	-4.4%	Feb '26
Int’l Min Volatility- Franklin	39.51		-0.6%	-5.0%	-1.2%	9.3%	17.5%	27.9%	27.1%	7.3%	75.5%	117.4%	91.4%	105.4%	-5.0%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.78	p	EOD	-3.7%	-5.5%	2.1%	2.2%	13.9%	3.0%	2.1%	65.7%	105.4%	90.6%	95.9%	-6.4%	Feb '26
Small Value- Avantis	108.65		-2.2%	-3.8%	-5.7%	6.0%	8.5%	24.6%	7.4%	6.5%	42.8%	66.0%	44.2%	65.5%	-6.0%	Feb '26
Mid Value- Pacer Cash Cows	63.50		-0.4%	-2.2%	-0.8%	5.7%	11.5%	15.0%	9.0%	5.5%	41.2%	85.4%	45.8%	57.8%	-2.2%	Feb '26
Growth- S&P Momentum	118.24		-1.2%	-1.0%	-1.3%	-1.9%	1.4%	26.0%	26.6%	-0.9%	124.3%	145.6%	92.5%	136.6%	-4.6%	Oct '25
Invesco S&P Quality	77.36		-1.5%	-4.4%	-3.1%	3.5%	7.7%	14.4%	13.2%	3.1%	76.0%	94.6%	53.4%	102.1%	-4.4%	Feb '26
Rotation Factor- BlackRock	59.94		-1.4%	-1.8%	-2.6%	-1.7%	4.8%	20.9%	20.0%	-1.4%	97.1%	101.9%	66.6%	125.7%	-3.2%	Feb '26
US Min Volatility- Fidelity	67.38		-0.4%	-1.5%	-1.6%	0.4%	4.1%	10.0%	11.8%	0.9%	53.0%	70.7%	37.3%	67.5%	-1.8%	Feb '26
Derivative Income- JPMorgan	58.09		-0.9%	-3.0%	-1.7%	2.5%	5.7%	7.9%	8.1%	2.1%	36.9%	59.1%	32.2%	50.9%	-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	16.13	p	EOD	0.6%	0.9%	1.9%	1.1%	6.4%	6.5%	2.0%	25.8%	36.5%	32.1%	31.6%	New Peak	Mar '26
Multistrategy- AQR	14.40	p	EOD	-1.4%	0.4%	4.3%	8.5%	13.9%	16.4%	2.8%	40.8%	78.7%	68.8%	50.9%	-1.4%	Feb '26
Long Short- AQR	20.65	p	EOD	-1.9%	-1.6%	1.1%	8.6%	22.2%	34.4%	-2.4%	97.3%	199.5%	152.0%	140.3%	-3.0%	Dec '25
Mkt Neutral- BlackRock	14.91	p	EOD	-0.4%	1.6%	5.0%	7.7%	17.2%	18.3%	2.3%	65.1%	68.0%	72.9%	73.5%	-0.4%	Mar '26
Multi Strategy- Variant	26.52	p	EOD	0.2%	0.6%	1.3%	3.5%	6.7%	7.2%	0.8%	22.1%	47.9%	34.8%	26.4%	New Peak	Mar '26
Long Short- First Trust	70.24		-1.1%	-1.4%	-1.8%	-1.2%	4.1%	9.3%	9.1%	-1.1%	47.7%	62.4%	42.1%	57.1%	-2.6%	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)	298.52	-0.8%	-4.2%	-7.5%	-7.0%	27.2%	72.4%	66.0%	-4.6%	220.5%	186.9%	107.4%	208.3%	-13.1%	Feb '26
Meta (Communications)	644.86	-2.4%	-0.5%	-2.5%	-4.2%	-14.2%	3.4%	13.1%	-2.3%	251.9%	145.7%	91.8%	409.3%	-18.3%	Aug '25
Amazon (Cyclical)	213.21	-2.6%	1.5%	1.4%	-7.1%	-8.2%	7.0%	5.2%	-7.6%	127.9%	42.1%	25.1%	88.8%	-16.1%	Nov '25
Tesla (Cyclical)	396.73	-2.2%	-1.4%	-3.5%	-12.8%	13.1%	51.0%	11.4%	-11.8%	111.4%	99.0%	-0.8%	82.6%	-19.0%	Dec '25
Procter & Gamble (Defensive)	153.63	-0.2%	-8.1%	-3.5%	7.9%	-2.6%	-10.3%	-12.3%	8.0%	20.6%	38.3%	5.0%	35.1%	-11.6%	Dec '24
PepsiCo (Defensive)	159.43	-0.8%	-6.1%	-6.5%	9.9%	10.0%	6.4%	-1.8%	11.1%	1.3%	38.7%	4.5%	4.6%	-10.8%	May '23
Coca-Cola (Defensive)	77.04	0.01%	-5.5%	-2.5%	10.1%	15.0%	11.0%	15.6%	10.2%	40.5%	76.3%	46.4%	54.0%	-5.5%	Feb '26
Exxon Mobil (Energy)	151.21	0.3%	-0.8%	2.1%	30.6%	40.6%	43.5%	16.0%	26.5%	50.0%	200.6%	176.1%	72.8%	-2.1%	Feb '26
Chevron (Energy)	189.94	0.02%	1.7%	6.0%	27.9%	26.2%	27.0%	10.1%	25.8%	31.5%	114.6%	89.0%	39.1%	New Peak	Mar '26
JPMorgan Chase (Financial)	289.48	-1.4%	-3.6%	-10.2%	-7.7%	-0.7%	21.9%	37.3%	-9.8%	124.2%	117.8%	99.7%	202.2%	-13.5%	Jan '26
Visa (Financial)	317.36	-0.8%	-0.9%	-4.1%	-4.0%	-7.2%	-7.4%	11.8%	-9.3%	45.5%	52.8%	48.0%	82.9%	-14.5%	Jun '25
Mastercard (Financial)	522.34	-0.4%	1.0%	-4.8%	-4.1%	-10.3%	-3.9%	9.0%	-8.4%	47.7%	48.9%	44.4%	87.9%	-12.5%	Aug '25
Bank of America (Financial)	48.64	-2.3%	-2.4%	-14.0%	-9.8%	-1.8%	19.5%	28.0%	-11.6%	58.4%	47.9%	16.6%	77.3%	-15.0%	Jan '26
UnitedHealth (Health)	286.48	-0.8%	-2.3%	3.6%	-12.8%	-8.0%	-40.5%	-33.1%	-13.2%	-36.1%	-10.5%	-39.0%	-39.3%	-52.9%	Nov '24
Johnson & Johnson (Health)	240.40	0.3%	-3.2%	0.7%	19.7%	36.3%	48.2%	47.5%	16.8%	70.6%	77.3%	58.4%	63.8%	-3.3%	Mar '26
Eli Lilly (Health)	990.33	0.7%	-5.9%	-6.3%	-1.8%	36.6%	14.7%	40.2%	-7.7%	226.0%	403.1%	278.9%	213.8%	-10.6%	Nov '25
Union Pacific (Industrials)	254.11	-2.3%	-4.1%	1.1%	8.6%	16.6%	4.3%	3.9%	10.4%	32.5%	35.6%	13.1%	43.5%	-4.8%	Mar '26
Honeywell (Industrials)	235.29	-1.3%	-3.4%	-0.8%	23.6%	17.8%	18.9%	-6.4%	21.2%	36.1%	33.9%	32.1%	55.6%	-5.1%	Mar '26
Nvidia (IT)	177.82	-3.0%	0.4%	-4.1%	-2.5%	6.5%	57.8%	38.9%	-4.7%	664.2%	1331.0%	491.5%	1448.2%	-14.1%	Oct '25
Broadcom (IT)	330.48	-0.7%	3.4%	-0.7%	-15.2%	-1.0%	71.0%	50.6%	-4.5%	452.9%	716.1%	437.8%	709.5%	-19.8%	Dec '25
Adobe (IT)	283.62	0.7%	8.1%	5.7%	-18.1%	-18.7%	-36.9%	-21.3%	-19.0%	-17.7%	-35.7%	-49.7%	-0.9%	-55.3%	Feb '24
Oracle (IT)	152.96	-1.2%	5.2%	7.1%	-29.5%	-34.0%	-0.4%	18.1%	-21.3%	79.5%	134.1%	84.2%	149.6%	-53.2%	Sep '25
salesforce.com (IT)	202.11	0.4%	3.8%	5.6%	-22.3%	-19.1%	-28.1%	-20.2%	-23.7%	11.6%	-2.9%	-19.9%	43.8%	-44.6%	Dec '24
Linde PLC (Materials)	484.74	-1.1%	-4.6%	8.1%	21.3%	3.6%	4.8%	3.2%	13.7%	42.4%	108.8%	51.2%	86.3%	-4.8%	Mar '26
Sherwin-Williams (Materials)	329.88	-1.7%	-8.8%	-8.9%	-1.0%	-11.2%	-8.7%	-3.8%	1.8%	53.3%	52.8%	0.9%	68.6%	-16.7%	Nov '24
American Tower (Real Estate)	188.59	0.5%	-1.7%	10.1%	6.5%	-3.1%	-8.0%	-0.9%	7.4%	8.5%	9.2%	-25.2%	14.4%	-18.3%	Sep '24
Prologis Inc. (Real Estate)	134.54	-2.4%	-5.6%	-1.8%	5.9%	20.4%	16.2%	25.1%	5.4%	19.5%	58.9%	-8.0%	48.3%	-5.7%	Mar '26
NextEra Energy (Utilities)	91.02	-0.12%	-2.9%	2.4%	10.2%	30.1%	28.7%	15.5%	14.2%	34.7%	46.5%	11.4%	38.2%	-4.2%	Feb '26
Duke Energy (Utilities)	132.50	0.7%	1.3%	9.7%	14.7%	11.8%	17.5%	12.7%	14.0%	59.3%	81.7%	51.1%	76.8%	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	15.95	p	EOD	-1.3%	-0.1%	1.5%	3.3%	9.1%	9.4%	1.1%	25.3%	13.1%	9.5%	31.2%	-1.3%	Feb '26
Moderate-60% Stock	65.47		-0.7%	-2.8%	-1.9%	1.1%	5.1%	14.9%	16.4%	0.7%	45.5%	39.3%	26.5%	60.6%	-3.2%	Feb '26
Mod Agg-80% Stock	51.71	p	EOD	-2.5%	-1.4%	2.4%	7.4%	19.9%	19.6%	1.9%	57.7%	52.2%	35.4%	77.8%	-2.9%	Feb '26
Aggressive-90% Stock	30.92	p	EOD	-3.1%	-1.9%	3.0%	8.5%	21.9%	20.9%	2.1%	58.5%	54.1%	34.3%	79.4%	-3.8%	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	68335.45	-3.5%	3.7%	-3.1%	-23.6%	-38.2%	-21.2%	-6.3%	-21.9%	207.5%	39.7%	47.1%	256.7%	-45.2%	Oct '25
Ethereum	1982.73	-4.3%	2.7%	-3.9%	-34.4%	-54.0%	-7.3%	-11.0%	-33.2%	26.9%	29.3%	-47.3%	53.1%	-59.0%	Aug '25
BNB	629.45	-2.8%	2.5%	-4.3%	-28.8%	-25.9%	6.0%	23.1%	-27.1%	117.5%	178.1%	22.9%	132.3%	-52.0%	Oct '25
Solana	84.77	-4.4%	3.4%	-3.1%	-36.4%	-58.3%	-39.1%	-34.2%	-31.9%	318.7%	572.2%	-50.2%	172.0%	-67.6%	Jan '25
Bitcoin ETF	38.60	-4.4%	3.8%	-2.7%	-23.9%	-39.1%	-21.9%	-6.4%	-22.3%	-	-	-	-	-45.9%	Oct '25
Grayscale Bitcoin (hi fee)	53.06	-4.4%	3.8%	-2.9%	-24.1%	-39.5%	-22.9%	-7.6%	-22.4%	355.3%	34.1%	71.4%	424.0%	-46.1%	Oct '25
Bloomberg Commodities	23.50	3.8%	7.7%	11.5%	17.9%	30.1%	30.0%	14.9%	20.3%	41.7%	76.1%	52.8%	32.5%	New Peak	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	4.76	0.06%	2.6%	-2.1%	-0.8%	-0.4%	3.0%	1.1%	-1.8%	22.3%	107.8%	135.9%	22.4%	-6.8%	Oct '23
10yr Treasury rate	4.13	-0.3%	4.3%	-1.7%	-0.1%	1.2%	-4.3%	-9.0%	-0.7%	4.0%	166.0%	153.9%	5.9%	-17.1%	Oct '23
5yr Treasury rate	3.72	-0.7%	5.8%	-1.1%	0.0%	3.7%	-9.2%	-15.0%	-0.2%	-13.9%	373.2%	172.2%	-9.7%	-25.1%	Oct '23
13-week T-bill	3.57	-0.5%	-0.2%	-0.6%	-0.9%	-8.7%	-14.9%	-15.7%	0.6%	-26.3%	12650.0%	6635.8%	1.0%	-33.2%	Oct '23
Crude Oil	91.27	12.7%	36.2%	43.6%	51.9%	47.5%	36.1%	-19.9%	59.0%	17.6%	38.1%	20.0%	4.6%	-2.6%	Sep '23
Gold	5181.30	2.3%	-0.9%	4.6%	23.0%	43.4%	78.4%	64.5%	19.8%	185.6%	205.1%	187.9%	210.2%	-2.6%	Jan '26
USD/EUR	0.86	0.2%	1.7%	1.5%	0.3%	-	-7.1%	-11.4%	1.2%	-7.9%	3.1%	-2.0%	-16.4%	-11.7%	Jan '25
USD/JPY	157.53	0.4%	1.1%	0.5%	1.5%	-	6.4%	-0.4%	0.7%	15.8%	45.9%	36.8%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	29.49	24.2%	48.5%	44.8%	91.4%	94.3%	26.2%	-13.8%	97.3%	50.5%	19.6%	77.7%	-12.2%	-43.6%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.99		-0.02%	-0.2%	0.2%	1.2%	2.1%	5.4%	6.1%	0.7%	20.4%	18.9%	18.1%	23.3%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.74		-0.12%	-1.1%	-0.2%	1.0%	3.2%	4.1%	4.3%	0.8%	13.0%	7.6%	5.1%	16.7%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.83		-0.07%	-1.0%	0.0%	1.3%	2.8%	6.9%	8.8%	0.8%	17.6%	3.9%	4.3%	21.3%	-1.2%	Feb '26
Interm Bond- Vanguard	77.93		-0.12%	-1.4%	0.1%	0.6%	1.3%	6.5%	8.5%	0.4%	17.5%	3.0%	2.5%	20.4%	-1.4%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.3%	-0.7%	0.2%	1.4%	6.0%	8.2%	-0.2%	28.5%	35.3%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.38		-0.5%	-2.0%	-1.3%	-0.1%	1.1%	5.9%	8.2%	-0.3%	18.5%	15.3%	13.4%	27.4%	-2.1%	Feb '26
Long Bond- Vanguard	75.84		-0.5%	-1.9%	-0.6%	-0.2%	0.6%	5.1%	7.2%	0.4%	15.3%	-5.8%	-11.2%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.49	p	EOD	-0.8%	0.0%	1.1%	3.8%	3.1%	3.3%	0.7%	12.5%	3.9%	0.9%	16.0%	-0.8%	Feb '26
Long Muni- iShares	57.73		-0.09%	-1.2%	-0.3%	1.1%	3.9%	4.3%	3.4%	0.7%	11.7%	4.7%	2.7%	14.6%	-1.2%	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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