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S&P 500

Return

80.8%

[

20.9%

annualized]

Dec 30 2022 - Feb 11 2026

-0.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

51.2%

[

14.2%

annualized]

Dec 30 2022 - Feb 11 2026

-0.1%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

51.5%

[

14.3%

annualized]

Dec 30 2022 - Feb 11 2026

-1.8%

Below
Peak
Jan '26

Performance Range:

As of Feb 11 04:10 PM EDT, next update at 04:20 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6941.47	0.00%	0.9%	-0.4%	1.4%	8.9%	14.4%	16.4%	1.4%	69.7%	77.2%	44.7%	94.1%	-0.5%	Jan '26
DJIA (Large Value)	50121.40	-0.1%	1.3%	1.2%	4.6%	14.0%	12.4%	13.0%	4.3%	48.0%	59.5%	37.0%	71.6%	-0.1%	Feb '26
Russell 2000 (Small Cap)	2668.86	-0.4%	1.7%	1.7%	8.6%	20.4%	17.3%	11.3%	7.5%	39.1%	16.8%	17.4%	58.1%	-1.8%	Jan '26
NASDAQ Comp (Tech/Growth)	23066.47	-0.2%	0.7%	-2.6%	-1.7%	7.9%	17.4%	20.4%	-0.8%	96.8%	64.5%	45.7%	121.4%	-3.7%	Oct '25
Aggregate Bond	100.24	-0.2%	0.6%	0.4%	0.8%	3.3%	7.2%	7.2%	0.7%	13.6%	-0.3%	1.2%	18.2%	-0.2%	Feb '26
Corp Bond	110.70	-0.11%	0.7%	0.4%	0.7%	3.3%	7.9%	7.9%	0.8%	17.1%	-1.3%	-0.4%	26.3%	-0.5%	Oct '25
High Yield Bond	80.86	0.02%	0.3%	0.3%	1.6%	3.7%	7.8%	8.6%	0.8%	29.1%	20.8%	17.3%	37.4%	-0.1%	Feb '26
Preferred	31.58	0.2%	0.4%	0.6%	2.7%	4.4%	6.4%	4.9%	2.6%	16.3%	11.3%	3.8%	27.4%	-0.6%	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	53.60	1.3%	3.3%	11.1%	23.1%	22.8%	22.5%	9.9%	18.2%	38.6%	60.9%	30.0%	66.9%	New Peak	Feb '26
Consumer Discretionary/Cyclical	117.75	-0.5%	-2.0%	-5.4%	-1.5%	5.4%	6.1%	7.4%	-1.4%	63.0%	44.1%	15.8%	74.3%	-5.4%	Jan '26
Financial Services	52.74	-1.5%	-2.3%	-5.4%	-0.5%	2.4%	3.7%	14.9%	-3.7%	51.6%	84.2%	42.9%	83.8%	-6.5%	Jan '26
Real Estate	93.36	-0.6%	2.6%	4.3%	3.3%	7.5%	5.5%	3.3%	5.5%	17.0%	25.4%	-5.1%	39.2%	-0.6%	Nov '24
Communication Services	116.78	-0.7%	0.0%	-1.0%	2.6%	8.7%	14.3%	23.1%	-0.8%	119.4%	68.7%	55.6%	153.8%	-2.8%	Jan '26
Energy	54.97	2.6%	4.1%	17.8%	21.1%	32.7%	24.5%	7.9%	22.9%	34.8%	201.4%	121.4%	53.4%	New Peak	Feb '26
Industrials	174.82	0.5%	3.2%	8.0%	13.7%	17.2%	27.8%	19.3%	12.7%	79.2%	110.4%	77.4%	116.9%	New Peak	Feb '26
Technology	142.94	0.3%	3.5%	-2.2%	-2.3%	8.5%	21.7%	24.6%	-0.7%	108.1%	115.6%	68.1%	151.4%	-5.9%	Oct '25
Consumer Staples/Defensive	88.38	1.4%	1.6%	11.5%	15.1%	8.9%	12.6%	1.5%	13.8%	31.3%	53.6%	27.5%	42.6%	New Peak	Feb '26
Healthcare	156.23	0.6%	0.1%	-0.7%	4.1%	21.0%	8.9%	14.5%	0.9%	23.9%	45.3%	19.6%	35.2%	-2.1%	Jan '26
Utilities	44.60	0.9%	3.5%	4.9%	0.2%	5.3%	15.5%	16.0%	4.5%	44.4%	64.5%	42.1%	60.2%	-3.3%	Oct '25

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	147.71	0.3%	1.9%	2.0%	4.9%	13.3%	22.7%	22.4%	4.4%	71.6%	68.2%	49.1%	102.5%	New Peak	Feb '26
MSCI Emerging Markets	61.58	1.6%	4.7%	7.8%	12.4%	26.7%	44.8%	34.0%	12.5%	65.0%	19.9%	38.1%	94.4%	New Peak	Feb '26
FTSE Europe	89.42	0.2%	1.6%	4.3%	10.4%	17.2%	34.0%	35.8%	6.9%	64.2%	68.7%	48.1%	117.0%	-0.1%	Feb '26
MSCI Japan	93.96	0.9%	7.4%	11.1%	16.4%	25.4%	43.0%	25.9%	16.4%	76.8%	49.2%	55.1%	111.2%	New Peak	Feb '26
MSCI India	53.53	-0.4%	0.2%	0.7%	-2.2%	2.4%	6.8%	2.7%	-1.0%	33.9%	33.9%	16.0%	33.3%	-8.9%	Sep '24
MSCI China	61.93	-0.10%	2.7%	-0.5%	-2.8%	8.4%	25.3%	31.0%	3.1%	30.7%	-28.2%	9.4%	67.5%	-6.4%	Oct '25
International Bond	48.69	0.02%	0.4%	0.5%	0.4%	1.8%	3.4%	2.9%	1.0%	14.7%	0.6%	2.4%	18.6%	New Peak	Feb '26
iShares Latin America	37.10	1.7%	4.4%	16.4%	22.1%	47.8%	64.0%	52.7%	21.8%	81.5%	83.9%	111.0%	89.3%	New Peak	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	636.40	-0.01%	0.9%	-0.3%	1.6%	9.5%	15.7%	17.8%	1.5%	76.8%	90.3%	53.5%	103.4%	-0.5%	Jan '26
US Large Growth	457.85	-0.4%	0.9%	-3.8%	-4.7%	3.1%	11.8%	18.3%	-3.3%	98.3%	86.4%	52.6%	124.1%	-6.8%	Oct '25
US Large Value	224.76	0.2%	1.0%	3.3%	9.0%	16.3%	17.9%	15.7%	6.9%	50.3%	72.2%	44.5%	75.3%	New Peak	Feb '26

US MidCap Blend	302.74	0.2%	1.6%	1.4%	4.0%	8.0%	11.3%	11.6%	4.3%	44.5%	47.0%	27.3%	69.8%	New Peak	Feb '26
US MidCap Growth	275.20	-0.08%	1.4%	-3.7%	-4.2%	-2.8%	1.0%	10.7%	-1.4%	42.8%	24.4%	12.7%	66.3%	-7.5%	Oct '25
US MidCap Value	192.30	0.4%	1.7%	5.0%	10.2%	16.2%	19.1%	12.1%	8.4%	43.2%	69.0%	40.1%	69.4%	New Peak	Feb '26

US Small Blend	278.06	-0.3%	2.2%	2.3%	9.2%	16.9%	14.3%	8.9%	7.8%	45.0%	37.9%	29.8%	68.4%	-0.3%	Feb '26
US Small Growth	338.78	-0.7%	2.0%	-1.1%	4.7%	16.5%	16.0%	12.9%	4.9%	47.6%	4.9%	17.6%	66.9%	-4.2%	Jan '26
US Small Value	200.46	-0.2%	1.3%	4.9%	13.4%	25.9%	21.6%	12.4%	10.6%	40.9%	45.6%	29.1%	62.7%	-0.2%	Feb '26

Foreign Large Blend	104.92	0.7%	3.1%	6.2%	11.3%	18.7%	34.9%	31.6%	9.3%	63.6%	61.7%	49.9%	108.4%	New Peak	Feb '26
Foreign Growth	122.70	0.5%	4.0%	3.0%	7.4%	13.8%	22.4%	20.7%	7.7%	43.8%	28.1%	19.1%	80.4%	New Peak	Feb '26
Foreign Value	79.22	0.7%	2.4%	9.3%	15.0%	23.4%	47.5%	42.2%	10.9%	84.5%	99.3%	85.8%	138.4%	New Peak	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	23.15		-0.02%	-0.1%	-1.1%	-0.8%	-0.6%	2.2%	3.6%	-0.7%	22.2%	28.0%	24.4%	30.2%	-1.5%	Jan '26
Ultra Short- Janus AAA CLO	50.69		-0.01%	0.0%	0.5%	1.4%	2.7%	4.9%	5.2%	0.6%	21.4%	25.4%	24.0%	26.3%	New Peak	Feb '26
Bank Loan- Invesco	20.69		0.10%	0.2%	-1.3%	0.2%	2.2%	5.5%	6.9%	-1.0%	24.3%	27.6%	25.7%	32.0%	-1.3%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.0%	0.3%	1.7%	3.7%	8.1%	8.9%	0.5%	36.6%	60.9%	47.9%	41.2%	New Peak	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	55.00		0.02%	1.2%	1.0%	3.9%	9.9%	16.6%	17.7%	3.1%	81.7%	126.7%	92.2%	112.3%	-0.3%	Feb '26
Int’l Min Volatility- Franklin	40.53		0.8%	2.0%	8.2%	13.3%	22.7%	34.8%	27.1%	10.1%	81.9%	129.4%	96.3%	110.7%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	26.34	p	EOD	3.4%	2.8%	8.6%	16.7%	8.9%	3.0%	8.5%	81.4%	119.2%	102.6%	108.3%	-0.5%	Feb '26
Small Value- Avantis	115.35		0.8%	1.9%	7.5%	17.0%	26.0%	19.9%	7.4%	13.1%	48.4%	89.6%	53.1%	75.7%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	64.50		0.9%	2.1%	4.1%	10.8%	18.5%	14.1%	9.0%	7.2%	38.0%	94.0%	48.1%	60.3%	New Peak	Feb '26
Growth- S&P Momentum	120.57		-0.2%	3.0%	0.5%	0.5%	3.4%	18.1%	26.6%	1.1%	121.4%	130.1%	96.3%	141.2%	-2.7%	Oct '25
Invesco S&P Quality	80.29		1.0%	2.8%	3.8%	8.5%	12.6%	15.1%	13.2%	7.0%	79.3%	95.5%	59.2%	109.8%	New Peak	Feb '26
Rotation Factor- BlackRock	61.87		0.1%	1.6%	0.5%	1.8%	10.0%	17.5%	20.0%	1.7%	98.4%	103.2%	72.0%	133.0%	-0.1%	Feb '26
US Min Volatility- Fidelity	68.36		0.04%	-0.2%	0.9%	2.8%	8.3%	10.7%	11.8%	2.4%	51.1%	69.2%	39.3%	69.9%	-0.4%	Feb '26
Derivative Income- JPMorgan	59.28		0.12%	1.2%	2.4%	5.9%	10.0%	8.8%	8.1%	4.2%	37.4%	61.6%	34.9%	54.0%	New Peak	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	16.06	p	EOD	0.7%	1.9%	2.8%	1.5%	5.9%	6.5%	1.6%	27.1%	33.0%	31.5%	31.1%	-0.1%	Aug '25
Multistrategy- AQR	14.34	p	EOD	0.3%	1.4%	2.5%	9.0%	13.6%	16.4%	2.4%	43.6%	78.1%	68.1%	50.2%	-0.3%	Jan '26
Long Short- AQR	20.84	p	EOD	-0.8%	-0.8%	3.9%	12.3%	24.0%	34.4%	-1.5%	103.7%	216.6%	154.3%	142.5%	-2.1%	Dec '25
Mkt Neutral- BlackRock	14.64	p	EOD	0.0%	-0.9%	4.9%	8.8%	14.3%	18.3%	0.4%	61.5%	68.3%	69.7%	70.3%	-1.5%	Feb '26
Multi Strategy- Variant	26.36	p	EOD	0.1%	0.1%	1.2%	3.2%	6.3%	7.2%	0.2%	21.9%	47.7%	34.0%	25.6%	New Peak	Feb '26
Long Short- First Trust	71.46		0.3%	0.2%	-0.1%	-0.4%	7.5%	6.8%	9.1%	0.7%	49.2%	60.5%	44.6%	59.9%	-0.9%	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)	310.96	-2.4%	-6.6%	-5.4%	6.8%	54.9%	68.5%	66.0%	-0.7%	231.3%	200.0%	116.1%	221.1%	-9.5%	Feb '26
Meta (Communications)	668.69	-0.3%	0.0%	2.4%	6.7%	-12.6%	-6.8%	13.1%	1.3%	286.7%	149.0%	98.9%	428.1%	-15.2%	Aug '25
Amazon (Cyclical)	204.20	-1.3%	-12.4%	-17.5%	-18.0%	-7.7%	-12.3%	5.2%	-11.5%	109.2%	25.2%	19.8%	80.9%	-19.6%	Nov '25
Tesla (Cyclical)	428.61	0.8%	5.6%	-3.7%	-2.5%	26.4%	30.5%	11.4%	-4.7%	117.7%	58.4%	7.2%	97.3%	-12.5%	Dec '25
Procter & Gamble (Defensive)	159.93	0.5%	2.0%	13.5%	8.4%	4.7%	-3.0%	-12.3%	12.4%	24.9%	41.4%	9.3%	40.6%	-8.0%	Dec '24
PepsiCo (Defensive)	169.15	1.3%	1.8%	20.9%	17.7%	19.1%	20.8%	-1.8%	17.9%	6.0%	46.2%	10.9%	10.9%	-5.4%	May '23
Coca-Cola (Defensive)	78.60	2.3%	1.6%	11.5%	10.5%	12.7%	19.7%	15.6%	12.4%	44.3%	81.6%	49.3%	57.1%	-0.6%	Feb '26
Exxon Mobil (Energy)	155.62	2.7%	5.4%	24.9%	31.1%	49.7%	44.5%	16.0%	29.3%	44.8%	275.7%	182.3%	76.7%	New Peak	Feb '26
Chevron (Energy)	185.74	1.9%	2.5%	14.6%	20.2%	23.8%	23.4%	10.1%	21.9%	22.5%	149.6%	83.0%	34.7%	New Peak	Feb '26
JPMorgan Chase (Financial)	310.79	-2.4%	-2.0%	-5.6%	-1.1%	8.3%	15.3%	37.3%	-3.1%	136.6%	153.4%	114.4%	224.4%	-7.1%	Jan '26
Visa (Financial)	329.23	0.3%	-0.2%	-5.9%	-2.7%	-1.6%	-5.6%	11.8%	-6.1%	47.9%	61.8%	53.2%	89.4%	-11.5%	Jun '25
Mastercard (Financial)	537.28	-0.6%	-2.9%	-6.6%	-3.6%	-6.1%	-4.3%	9.0%	-5.7%	49.0%	61.2%	48.5%	93.2%	-10.0%	Aug '25
Bank of America (Financial)	53.83	-2.8%	-2.8%	-3.6%	0.9%	17.9%	17.7%	28.0%	-2.1%	63.7%	84.7%	29.0%	96.2%	-6.0%	Jan '26
UnitedHealth (Health)	278.86	2.1%	1.1%	-18.9%	-14.3%	11.9%	-46.5%	-33.1%	-15.5%	-40.4%	-9.2%	-40.6%	-40.9%	-54.1%	Nov '24
Johnson & Johnson (Health)	240.78	1.0%	2.7%	17.8%	25.0%	40.4%	58.9%	47.5%	16.3%	62.7%	67.1%	57.8%	63.2%	New Peak	Feb '26
Eli Lilly (Health)	1014.70	-1.0%	-8.3%	-4.6%	2.8%	60.3%	18.2%	40.2%	-5.6%	201.1%	425.6%	287.6%	221.0%	-8.6%	Nov '25
Union Pacific (Industrials)	262.76	0.6%	5.2%	15.0%	17.6%	21.1%	8.6%	3.9%	13.6%	37.2%	41.8%	16.4%	47.6%	New Peak	Feb '26
Honeywell (Industrials)	242.70	-0.3%	3.1%	17.0%	21.8%	20.3%	27.2%	-6.4%	24.4%	37.0%	41.0%	35.6%	59.7%	-0.3%	Feb '26
Nvidia (IT)	190.01	0.8%	9.1%	2.8%	-1.6%	4.4%	43.1%	38.9%	1.9%	794.4%	1149.4%	532.0%	1554.3%	-8.2%	Oct '25
Broadcom (IT)	342.76	0.7%	11.3%	-0.6%	-2.4%	13.2%	47.1%	50.6%	-1.0%	504.3%	696.4%	457.8%	739.5%	-16.8%	Dec '25
Adobe (IT)	257.16	-2.8%	-8.1%	-23.0%	-22.8%	-22.9%	-44.0%	-21.3%	-26.5%	-30.7%	-48.2%	-54.4%	-10.1%	-59.5%	Feb '24
Oracle (IT)	157.10	-1.7%	7.1%	-20.9%	-33.3%	-37.6%	-10.4%	18.1%	-19.2%	86.9%	168.3%	89.2%	156.3%	-51.9%	Sep '25
salesforce.com (IT)	184.93	-4.4%	-7.3%	-28.9%	-24.2%	-20.3%	-42.6%	-20.2%	-30.2%	12.1%	-22.4%	-26.7%	31.5%	-49.3%	Dec '24
Linde PLC (Materials)	467.51	1.5%	-1.2%	5.3%	10.0%	0.1%	2.8%	3.2%	9.6%	46.4%	97.9%	45.8%	79.7%	-3.0%	Sep '25
Sherwin-Williams (Materials)	366.94	0.6%	-0.5%	3.9%	6.6%	4.0%	2.4%	-3.8%	13.2%	63.6%	60.0%	12.2%	87.6%	-7.4%	Nov '24
American Tower (Real Estate)	180.42	1.1%	2.2%	7.1%	-1.4%	-10.8%	-3.4%	-0.9%	2.8%	-7.9%	-8.3%	-28.5%	9.4%	-21.8%	Sep '24
Prologis Inc. (Real Estate)	139.85	-0.4%	3.7%	8.1%	11.6%	36.6%	18.9%	25.1%	9.6%	20.0%	49.3%	-4.4%	54.1%	-0.4%	Feb '26
NextEra Energy (Utilities)	91.35	0.6%	1.5%	14.3%	7.2%	27.9%	33.9%	15.5%	13.8%	33.4%	23.7%	11.1%	37.7%	New Peak	Feb '26
Duke Energy (Utilities)	125.20	1.3%	2.4%	7.2%	2.1%	1.4%	11.2%	12.7%	6.8%	42.2%	66.7%	41.6%	65.7%	-2.1%	Oct '25

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	16.03	p	EOD	0.9%	0.9%	1.8%	5.1%	9.7%	9.4%	1.6%	24.0%	11.3%	10.1%	31.9%	New Peak	Feb '26
Moderate-60% Stock	67.18		0.1%	1.4%	1.8%	3.9%	9.8%	17.3%	16.4%	3.3%	46.6%	40.0%	29.8%	64.8%	New Peak	Feb '26
Mod Agg-80% Stock	52.80	p	EOD	1.5%	1.9%	4.8%	11.9%	20.5%	19.6%	4.1%	57.7%	51.5%	38.2%	81.6%	New Peak	Feb '26
Aggressive-90% Stock	31.74	p	EOD	1.7%	2.3%	5.6%	13.5%	22.3%	20.9%	4.9%	59.1%	53.8%	37.9%	84.1%	-0.2%	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	67551.46	-1.8%	-7.5%	-25.4%	-34.4%	-43.1%	-29.4%	-6.3%	-22.8%	212.0%	41.0%	45.4%	252.6%	-45.9%	Oct '25
Ethereum	1955.08	-3.2%	-8.8%	-36.6%	-42.8%	-53.7%	-24.9%	-11.0%	-34.1%	29.1%	9.6%	-48.0%	51.0%	-59.5%	Aug '25
BNB	610.03	-1.5%	-12.6%	-31.9%	-36.3%	-24.4%	-5.1%	23.1%	-29.3%	99.4%	390.2%	19.1%	125.1%	-53.4%	Oct '25
Solana	79.96	-3.6%	-13.1%	-41.1%	-48.3%	-54.3%	-59.6%	-34.2%	-35.8%	297.2%	767.6%	-53.0%	156.6%	-69.5%	Jan '25
Bitcoin ETF	38.29	-1.7%	-7.9%	-25.2%	-34.4%	-43.4%	-29.2%	-6.4%	-22.9%	-	-	-	-	-46.3%	Oct '25
Grayscale Bitcoin (hi fee)	52.65	-1.8%	-8.0%	-25.3%	-34.6%	-43.7%	-30.2%	-7.6%	-23.0%	446.2%	21.4%	70.1%	419.9%	-46.5%	Oct '25
Bloomberg Commodities	21.31	1.1%	0.3%	6.6%	8.9%	20.5%	17.0%	14.9%	9.1%	25.0%	64.1%	38.5%	20.1%	-4.6%	Jan '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	4.81	0.5%	-2.1%	-0.1%	2.2%	-0.6%	1.3%	1.1%	-0.5%	25.8%	147.3%	138.8%	23.9%	-5.7%	Oct '23
10yr Treasury rate	4.17	0.6%	-2.4%	0.0%	1.3%	-2.4%	-8.0%	-9.0%	0.2%	11.4%	260.3%	156.3%	6.9%	-16.4%	Oct '23
5yr Treasury rate	3.74	1.1%	-2.4%	-0.4%	0.6%	-2.1%	-14.4%	-15.0%	0.5%	-4.7%	711.5%	174.1%	-9.0%	-24.6%	Oct '23
13-week T-bill	3.60	0.3%	0.1%	2.5%	-4.8%	-13.1%	-14.8%	-15.7%	1.5%	-22.3%	10185.7%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	64.97	1.6%	-0.3%	9.9%	6.4%	1.6%	-11.4%	-19.9%	13.1%	-18.5%	11.6%	-14.6%	-25.6%	-30.6%	Sep '23
Gold	5111.30	2.1%	3.9%	13.8%	24.5%	52.4%	75.5%	64.5%	18.2%	174.4%	180.1%	184.1%	206.0%	-3.9%	Jan '26
EUR/USD	1.19	-0.2%	0.5%	1.9%	2.8%	2.2%	15.3%	12.9%	1.1%	10.5%	-2.0%	4.4%	22.3%	-1.2%	Jan '26
USD/JPY	153.29	-1.8%	-1.6%	-2.3%	-0.6%	3.5%	1.0%	-0.4%	-2.0%	16.6%	46.5%	33.1%	4.5%	-5.2%	Jul '24
S&P 500 Volatility Index	17.59	-1.1%	-5.6%	21.4%	1.8%	8.2%	9.8%	-13.8%	17.7%	-14.3%	-17.2%	6.0%	-47.6%	-66.4%	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	50.90		0.04%	-0.2%	0.1%	0.9%	2.3%	5.6%	6.1%	0.2%	19.3%	18.0%	17.5%	22.7%	-0.4%	Feb '26
Interm Muni- JPMorgan	50.92		-0.04%	0.2%	0.6%	1.2%	4.9%	4.7%	4.3%	1.1%	11.5%	6.0%	5.5%	17.1%	New Peak	Feb '26
Interm Bond- Janus MSB	45.90		-0.2%	0.6%	0.3%	1.5%	5.0%	8.9%	8.8%	0.9%	15.3%	3.7%	4.5%	21.5%	-0.2%	Feb '26
Interm Bond- Vanguard	77.99		-0.2%	0.6%	0.4%	0.7%	3.1%	8.3%	8.5%	0.5%	15.6%	0.3%	2.6%	20.5%	-0.2%	Feb '26
Multisector Bond- Intrepid	9.02	p	EOD	0.1%	0.2%	1.6%	3.7%	7.6%	8.2%	0.6%	31.1%	37.0%	29.0%	35.6%	-0.3%	Jan '26
Int’l Bond- JPMorgan	49.17		0.01%	0.5%	0.8%	1.8%	3.8%	8.1%	8.2%	1.4%	19.9%	15.2%	15.3%	29.5%	New Peak	Feb '26
Long Bond- Vanguard	76.41		-0.2%	1.0%	0.4%	0.2%	3.5%	7.4%	7.2%	1.2%	13.9%	-10.4%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.50	p	EOD	0.3%	0.4%	0.7%	4.9%	3.4%	3.3%	0.8%	10.7%	1.9%	1.1%	16.1%	New Peak	Feb '26
Long Muni- iShares	57.99		-0.10%	0.3%	0.6%	1.4%	5.7%	5.0%	3.4%	1.2%	10.2%	3.2%	3.2%	15.1%	-0.1%	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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