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S&P 500

Return

95.6%

[

20.6%

annualized]

Dec 30 2022 - Jul 31 2026

DJIA (Large Value)

Return

58.7%

[

13.8%

annualized]

Dec 30 2022 - Jul 31 2026

Russell 2000 (Small Cap)

Return

66.5%

[

15.3%

annualized]

Dec 30 2022 - Jul 31 2026

Performance Range:

As of Jul 31 03:50 PM EDT, next update at 04:00 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	7508.56	1.0%	1.3%	0.1%	4.2%	8.2%	18.4%	16.4%	9.7%	63.6%	70.8%	56.5%	109.9%	-1.3%	Jun '26
DJIA (Large Value)	52614.14	0.8%	1.3%	0.6%	6.0%	7.6%	19.2%	13.0%	9.5%	48.0%	50.6%	43.8%	80.1%	-0.8%	Jul '26
Russell 2000 (Small Cap)	2933.11	-0.4%	0.1%	-3.0%	4.8%	12.2%	32.6%	11.3%	18.2%	46.4%	31.8%	29.1%	73.8%	-3.0%	Jun '26
NASDAQ Comp (Tech/Growth)	25428.15	1.2%	1.8%	-3.0%	2.2%	8.4%	20.4%	20.4%	9.4%	77.2%	73.3%	60.6%	144.1%	-6.1%	Jun '26
Aggregate Bond	97.34	-0.3%	-0.1%	-1.7%	-1.4%	-1.5%	2.0%	7.2%	-1.3%	10.8%	-2.7%	-0.8%	15.9%	-3.1%	Feb '26
Corp Bond	106.18	-0.2%	0.0%	-2.6%	-2.1%	-2.5%	1.0%	7.9%	-2.2%	11.6%	-5.8%	-3.4%	22.5%	-3.9%	Feb '26
High Yield Bond	79.50	0.04%	0.3%	-0.6%	-0.6%	0.0%	3.9%	8.6%	0.6%	24.5%	18.3%	17.1%	37.1%	-1.0%	May '26
Preferred	30.44	0.02%	0.9%	-0.1%	-2.8%	-2.4%	1.9%	4.9%	-0.1%	16.0%	2.6%	1.1%	24.1%	-4.0%	May '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	50.52	-2.2%	-1.4%	-0.6%	-1.8%	3.0%	16.8%	9.9%	11.9%	24.4%	32.3%	23.1%	58.0%	-5.4%	Feb '26
Consumer Discretionary/Cyclical	116.25	3.4%	6.3%	-0.9%	-1.8%	-3.9%	5.6%	7.4%	-2.5%	36.8%	34.0%	14.6%	72.4%	-6.5%	Jan '26
Financial Services	57.06	0.10%	1.3%	6.4%	9.4%	7.3%	10.2%	14.9%	4.7%	68.7%	69.7%	55.4%	99.9%	-0.9%	Jul '26
Real Estate	99.07	-0.4%	-1.7%	2.7%	2.8%	10.3%	14.4%	3.3%	13.2%	29.7%	11.9%	1.8%	49.3%	-1.9%	Jul '26
Communication Services	108.11	1.4%	1.7%	0.9%	-7.2%	-9.7%	1.7%	23.1%	-7.9%	62.1%	37.7%	44.6%	135.7%	-9.7%	Jan '26
Energy	59.63	1.1%	0.0%	12.3%	0.0%	17.6%	40.0%	7.9%	34.2%	48.9%	187.3%	141.8%	67.5%	-4.7%	Mar '26
Industrials	180.30	1.1%	-1.3%	-2.7%	3.3%	9.3%	19.8%	19.3%	16.6%	70.0%	87.6%	83.5%	124.4%	-2.8%	Jul '26
Technology	176.09	0.2%	0.1%	-7.6%	10.4%	22.5%	34.6%	24.6%	22.5%	101.2%	138.1%	107.3%	210.0%	-11.2%	Jun '26
Consumer Staples/Defensive	85.15	-0.4%	1.2%	2.5%	1.0%	2.5%	8.9%	1.5%	10.2%	21.1%	34.9%	23.5%	38.2%	-4.9%	Feb '26
Healthcare	163.01	-0.3%	0.3%	2.7%	11.7%	5.8%	26.6%	14.5%	5.7%	27.2%	33.2%	25.3%	41.7%	-2.5%	Jul '26
Utilities	44.52	-0.3%	-3.8%	-1.8%	-5.0%	3.7%	6.1%	16.0%	5.0%	44.3%	55.8%	42.8%	61.1%	-6.1%	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	156.52	0.6%	1.4%	-0.3%	3.3%	7.6%	21.5%	22.4%	10.6%	64.4%	66.2%	57.9%	114.6%	-2.2%	Jun '26
MSCI Emerging Markets	64.18	0.9%	1.3%	-6.2%	0.3%	8.6%	34.1%	34.0%	17.3%	63.5%	39.3%	43.9%	102.7%	-9.9%	Jun '26
FTSE Europe	90.73	-0.3%	2.6%	2.5%	4.1%	4.2%	21.9%	35.8%	9.0%	55.0%	54.2%	50.9%	121.2%	-0.3%	Jul '26
MSCI Japan	92.68	-0.7%	1.6%	-0.6%	4.0%	8.1%	30.7%	25.9%	14.8%	58.7%	54.8%	53.0%	108.4%	-4.4%	Jun '26
MSCI India	49.83	0.3%	3.8%	0.9%	0.8%	-3.7%	-5.3%	2.7%	-7.8%	12.1%	19.8%	8.0%	24.0%	-15.2%	Sep '24
MSCI China	55.76	0.5%	4.6%	9.3%	-3.1%	-10.6%	-1.7%	31.0%	-7.2%	20.1%	-12.6%	-1.5%	50.8%	-15.7%	Oct '25
International Bond	47.77	-0.2%	-0.1%	-1.4%	-0.3%	-0.8%	0.7%	2.9%	-0.2%	11.5%	-0.8%	1.2%	17.1%	-2.3%	Feb '26
iShares Latin America	35.40	0.04%	2.2%	4.9%	-2.9%	0.1%	45.8%	52.7%	16.2%	43.5%	68.9%	101.3%	80.6%	-7.1%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	688.06	0.9%	1.3%	0.2%	4.2%	8.5%	19.5%	17.8%	10.1%	69.6%	82.6%	66.5%	120.6%	-1.5%	Jun '26
US Large Growth	118.68	1.1%	0.9%	-4.4%	-0.5%	2.0%	8.7%	19.8%	0.4%	76.1%	89.6%	70.9%	146.6%	-7.8%	Jun '26
US Large Value	252.32	0.6%	1.6%	4.1%	9.1%	15.2%	30.8%	15.7%	20.4%	62.9%	73.2%	62.8%	97.6%	NewNew Peak	Jul '26

US MidCap Blend	81.19	0.2%	0.8%	0.8%	5.0%	10.1%	17.4%	17.0%	12.3%	67.7%	78.8%	65.6%	114.1%	-0.2%	Jul '26
US MidCap Growth	296.88	0.7%	1.6%	-3.1%	4.3%	7.4%	2.5%	10.7%	6.6%	42.4%	27.4%	21.8%	79.8%	-3.2%	Jun '26
US MidCap Value	205.26	0.02%	0.2%	3.9%	5.4%	11.6%	24.6%	12.1%	16.4%	52.1%	61.8%	50.3%	81.8%	-1.1%	Jul '26

US Small Blend	295.84	0.01%	0.2%	-2.4%	4.0%	10.0%	23.8%	8.9%	15.1%	47.6%	43.2%	38.7%	80.0%	-2.4%	Jun '26
US Small Growth	371.88	-0.4%	0.4%	-5.6%	3.3%	10.6%	28.6%	12.9%	15.2%	49.2%	27.9%	29.1%	83.3%	-5.6%	Jun '26
US Small Value	221.23	-0.3%	-0.1%	0.0%	6.5%	14.4%	39.8%	12.4%	22.4%	54.1%	51.7%	42.9%	80.0%	-1.3%	Jul '26

Foreign Large Blend	105.81	-0.4%	2.3%	1.9%	3.4%	5.0%	23.1%	31.6%	10.2%	53.7%	53.6%	51.2%	110.1%	-0.4%	Jul '26
Foreign Growth	121.58	-0.6%	2.0%	-2.3%	2.1%	2.2%	14.9%	20.7%	6.7%	32.1%	20.3%	18.0%	78.8%	-3.0%	Jun '26
Foreign Value	81.04	-0.3%	2.5%	5.9%	4.4%	7.6%	30.9%	42.2%	13.5%	76.9%	91.7%	90.1%	143.8%	-0.3%	Jul '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	23.05		0.04%	0.1%	0.6%	0.2%	0.9%	0.9%	3.6%	0.8%	18.6%	28.7%	26.3%	32.1%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.50		-0.3%	-0.3%	0.0%	0.0%	0.8%	3.6%	5.2%	1.4%	18.5%	25.5%	25.0%	27.3%	-0.4%	May '26
Bank Loan- Invesco	20.40		0.07%	0.0%	0.1%	-0.9%	-0.1%	2.3%	6.9%	-0.8%	20.2%	27.8%	25.9%	32.2%	-1.3%	May '26
Interval CEF- Cliffwater	10.29	p	EOD	0.1%	0.5%	1.5%	2.9%	6.7%	8.9%	3.3%	33.5%	58.1%	52.0%	45.2%	NewNew Peak	Jul '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	58.96		1.2%	1.2%	0.1%	2.9%	8.1%	18.2%	17.7%	10.7%	75.3%	114.4%	106.5%	128.1%	-0.9%	Jul '26
Int’l Min Volatility- Franklin	42.74		-0.6%	0.7%	5.3%	4.3%	11.7%	32.8%	27.1%	16.5%	79.4%	115.8%	107.8%	123.1%	-0.6%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.26	p	EOD	1.7%	-4.8%	1.7%	12.0%	24.8%	3.0%	16.4%	67.0%	119.3%	117.4%	123.4%	-4.8%	Jun '26
Small Value- Avantis	125.44		0.2%	0.1%	0.5%	4.4%	15.1%	37.2%	7.4%	23.3%	55.9%	85.2%	66.9%	91.5%	-0.6%	Jul '26
Mid Value- Pacer Cash Cows	66.98		0.3%	3.2%	7.7%	5.5%	7.9%	22.6%	9.0%	11.7%	38.5%	68.2%	54.3%	66.9%	-1.3%	Jul '26
Growth- S&P Momentum	144.74		0.9%	-1.2%	-10.4%	8.2%	21.1%	26.0%	26.6%	21.6%	160.2%	152.1%	136.3%	190.4%	-10.5%	Jun '26
Invesco S&P Quality	84.98		-0.11%	0.2%	-5.7%	4.8%	10.2%	20.2%	13.2%	13.7%	68.0%	82.3%	69.1%	122.9%	-5.7%	Jun '26
Rotation Factor- BlackRock	67.65		1.1%	0.7%	-0.5%	5.8%	10.3%	21.7%	20.0%	11.5%	85.6%	101.2%	88.6%	155.5%	-0.7%	Jul '26
US Min Volatility- Fidelity	71.87		0.6%	2.5%	5.2%	4.0%	6.1%	15.1%	11.8%	8.1%	46.5%	57.7%	47.1%	79.4%	NewNew Peak	Jul '26
Derivative Income- JPMorgan	57.56		0.6%	1.3%	1.9%	0.7%	1.0%	8.9%	8.1%	3.3%	28.7%	41.2%	33.8%	52.7%	-1.8%	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	17.44	p	EOD	0.3%	0.9%	2.1%	9.5%	11.8%	6.5%	10.3%	30.9%	45.5%	42.8%	42.3%	-0.1%	Jul '26
Multistrategy- AQR	14.78	p	EOD	-0.4%	1.6%	1.1%	3.5%	13.1%	16.4%	5.5%	45.7%	75.8%	73.3%	54.9%	-0.9%	Jun '26
Long Short- AQR	21.25	p	EOD	1.0%	4.1%	3.4%	1.6%	15.9%	34.4%	0.4%	93.3%	180.9%	159.3%	147.3%	-0.2%	Dec '25
Mkt Neutral- BlackRock	15.18	p	EOD	-0.9%	1.5%	4.4%	10.9%	23.5%	18.3%	12.0%	74.9%	85.4%	89.4%	90.1%	-1.1%	Jun '26
Multi Strategy- Variant	25.75	p	EOD	-0.7%	-0.2%	0.5%	2.4%	5.7%	7.2%	2.4%	19.8%	41.9%	37.0%	28.4%	-0.7%	Jul '26
Long Short- First Trust	75.10		-0.2%	0.1%	1.8%	1.8%	4.8%	13.2%	9.1%	5.9%	44.1%	61.2%	52.1%	68.1%	-0.3%	Jul '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)	357.62	7.2%	11.8%	0.1%	-7.1%	5.9%	86.8%	66.0%	14.3%	171.7%	167.6%	148.7%	269.6%	-11.2%	May '26
Meta (Communications)	551.25	2.3%	-7.4%	-2.1%	-9.9%	-23.0%	-28.6%	13.1%	-16.4%	74.4%	55.9%	64.1%	335.7%	-30.1%	Aug '25
Amazon (Cyclical)	272.52	15.7%	17.4%	14.3%	2.8%	13.9%	16.4%	5.2%	18.1%	103.9%	63.8%	59.9%	141.4%	-0.9%	May '26
Tesla (Cyclical)	312.07	1.0%	-0.3%	-25.8%	-18.2%	-27.5%	1.2%	11.4%	-30.6%	16.7%	36.2%	-22.0%	43.7%	-36.3%	Dec '25
Procter & Gamble (Defensive)	144.46	0.3%	-2.0%	-1.5%	-1.8%	-4.1%	-1.9%	-12.3%	2.3%	-0.7%	14.6%	-0.5%	28.0%	-16.3%	Dec '24
PepsiCo (Defensive)	139.93	-0.2%	2.4%	3.3%	-11.7%	-8.1%	4.4%	-1.8%	-1.6%	-18.0%	3.4%	-7.5%	-7.4%	-21.1%	May '23
Coca-Cola (Defensive)	87.69	-0.9%	6.6%	7.9%	11.3%	18.0%	32.0%	15.6%	26.3%	53.7%	77.1%	67.8%	76.5%	-1.6%	Jul '26
Exxon Mobil (Energy)	155.96	-0.6%	-0.6%	14.1%	1.7%	11.8%	44.1%	16.0%	31.3%	60.8%	225.6%	186.7%	79.5%	-8.4%	Mar '26
Chevron (Energy)	197.45	2.7%	1.4%	19.1%	2.1%	12.7%	34.4%	10.1%	30.8%	35.7%	135.9%	96.5%	44.6%	-6.5%	Mar '26
JPMorgan Chase (Financial)	353.21	0.7%	0.0%	7.9%	12.8%	16.1%	21.0%	37.3%	10.7%	137.8%	162.5%	145.0%	270.6%	-1.1%	Jul '26
Visa (Financial)	366.28	0.00%	3.0%	6.8%	11.3%	14.3%	6.9%	11.8%	4.9%	57.6%	54.3%	71.2%	111.5%	-1.1%	Jun '25
Mastercard (Financial)	573.39	-0.7%	6.3%	11.6%	14.0%	6.6%	1.7%	9.0%	0.8%	47.8%	52.8%	58.7%	106.6%	-3.8%	Aug '25
Bank of America (Financial)	62.17	0.7%	0.2%	9.1%	16.3%	17.5%	33.7%	28.0%	13.7%	108.3%	82.2%	49.9%	127.8%	-0.7%	Jul '26
UnitedHealth (Health)	415.84	-1.3%	-1.2%	0.1%	12.2%	46.1%	70.1%	-33.1%	26.9%	-13.2%	9.5%	-10.7%	-11.2%	-31.1%	Nov '24
Johnson & Johnson (Health)	257.45	0.6%	-2.3%	1.4%	12.0%	13.9%	59.3%	47.5%	25.1%	66.8%	71.1%	69.6%	75.4%	-3.7%	Jul '26
Eli Lilly (Health)	1148.28	-0.6%	-4.0%	-4.3%	23.1%	11.1%	56.3%	40.2%	7.2%	158.1%	394.4%	340.1%	264.5%	-7.1%	Jul '26
Union Pacific (Industrials)	293.42	1.4%	-4.5%	7.9%	8.9%	25.5%	34.5%	3.9%	27.5%	34.6%	49.4%	30.6%	65.7%	-4.5%	Jul '26
Honeywell (Industrials)	245.03	1.3%	0.8%	9.4%	15.0%	8.8%	19.5%	-6.4%	26.9%	42.8%	23.4%	38.3%	63.0%	-46.1%	Jun '26
Nvidia (IT)	201.88	3.5%	-2.4%	0.9%	1.2%	5.6%	13.5%	38.9%	8.2%	332.3%	937.7%	571.5%	1657.7%	-14.4%	May '26
Broadcom (IT)	388.71	0.2%	1.8%	2.9%	-6.9%	17.6%	33.1%	50.6%	12.5%	347.7%	778.2%	533.9%	854.1%	-19.3%	Jun '26
Adobe (IT)	249.83	0.8%	11.0%	21.9%	1.5%	-14.8%	-30.2%	-21.3%	-28.6%	-54.3%	-59.8%	-55.7%	-12.7%	-60.6%	Feb '24
Oracle (IT)	129.54	1.6%	12.7%	-11.6%	-19.7%	-21.0%	-48.6%	18.1%	-33.1%	14.1%	58.5%	56.6%	112.1%	-60.2%	Sep '25
salesforce.com (IT)	183.98	1.8%	12.4%	17.4%	4.2%	-13.1%	-28.4%	-20.2%	-30.4%	-17.0%	-22.8%	-26.9%	31.2%	-49.5%	Dec '24
Linde PLC (Materials)	480.13	-5.6%	-6.3%	-7.5%	-4.2%	5.4%	5.4%	3.2%	13.0%	27.3%	66.6%	50.2%	85.1%	-12.2%	Jul '26
Sherwin-Williams (Materials)	340.20	-1.3%	7.1%	-1.2%	5.8%	-3.9%	3.5%	-3.8%	5.2%	26.0%	21.9%	4.3%	74.3%	-13.9%	Nov '24
American Tower (Real Estate)	173.21	-0.7%	3.9%	5.9%	-5.2%	-2.4%	-14.5%	-0.9%	-0.4%	0.2%	-29.1%	-30.6%	6.1%	-24.2%	Sep '24
Prologis Inc. (Real Estate)	145.03	-0.8%	-1.8%	7.1%	2.1%	12.0%	39.2%	25.1%	14.5%	27.0%	29.9%	0.0%	61.1%	-3.4%	Jul '26
NextEra Energy (Utilities)	87.42	-0.6%	-2.6%	-0.4%	-10.7%	0.1%	25.7%	15.5%	9.6%	29.4%	27.1%	7.0%	32.7%	-10.7%	Apr '26
Duke Energy (Utilities)	125.68	-0.5%	-3.7%	-0.7%	-2.1%	5.4%	6.9%	12.7%	9.1%	50.7%	45.0%	44.5%	69.2%	-5.0%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.87	p	EOD	0.3%	-1.0%	0.6%	1.3%	6.5%	9.4%	2.2%	21.4%	10.0%	10.6%	32.6%	-1.1%	Jun '26
Moderate-60% Stock	68.60		0.2%	0.8%	-1.3%	1.3%	3.9%	13.8%	16.4%	6.0%	41.2%	36.8%	33.2%	69.1%	-1.8%	Jun '26
Mod Agg-80% Stock	54.82	p	EOD	0.8%	-1.0%	2.5%	6.0%	18.4%	19.6%	8.9%	52.6%	49.7%	44.6%	90.0%	-1.8%	Jun '26
Aggressive-90% Stock	33.97	p	EOD	0.6%	-1.7%	3.2%	8.4%	22.9%	20.9%	12.2%	57.8%	53.9%	47.6%	97.1%	-1.8%	Jul '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	62947.59	-2.7%	-1.8%	7.5%	-17.5%	-25.2%	-45.6%	-6.3%	-28.1%	115.4%	49.0%	35.5%	228.6%	-49.5%	Oct '25
Ethereum	1867.36	-2.6%	0.4%	19.0%	-17.2%	-30.9%	-49.5%	-11.0%	-37.1%	0.6%	-24.3%	-50.4%	44.2%	-61.3%	Aug '25
BNB	588.05	-0.7%	4.2%	7.8%	-4.4%	-31.4%	-25.0%	23.1%	-31.9%	143.9%	82.1%	14.8%	117.0%	-55.1%	Oct '25
Solana	73.10	-1.8%	-1.1%	-0.6%	-12.0%	-37.7%	-57.6%	-34.2%	-41.3%	208.2%	125.7%	-57.1%	134.6%	-72.1%	Jan '25
Bitcoin ETF	35.65	-2.9%	-1.9%	7.1%	-17.7%	-24.9%	-46.3%	-6.4%	-28.2%	-	-	-	-	-50.0%	Oct '25
Grayscale Bitcoin (hi fee)	48.76	-2.8%	-1.9%	7.1%	-17.9%	-25.4%	-46.9%	-7.6%	-28.7%	182.1%	55.4%	57.5%	381.5%	-50.5%	Oct '25
Bloomberg Commodities	23.98	-0.02%	-2.1%	7.3%	-5.3%	10.4%	35.0%	14.9%	22.8%	39.2%	61.0%	55.9%	35.2%	-7.5%	May '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	5.28	1.3%	2.2%	7.6%	5.8%	8.3%	8.0%	1.1%	9.0%	31.3%	178.1%	161.7%	35.8%	NewNew Peak	Jul '26
10yr Treasury rate	4.74	1.8%	1.4%	7.4%	8.1%	11.9%	8.8%	-9.0%	14.0%	19.9%	283.0%	191.5%	21.6%	-4.9%	Oct '23
5yr Treasury rate	4.46	1.9%	0.8%	6.5%	10.9%	17.5%	12.6%	-15.0%	19.8%	6.7%	534.4%	226.7%	8.5%	-10.1%	Oct '23
13-week T-bill	3.68	0.2%	-3.2%	-1.3%	2.7%	3.1%	-13.1%	-15.7%	3.8%	-29.8%	9105.0%	6847.2%	4.2%	-31.2%	Oct '23
Crude Oil	84.78	1.4%	-5.1%	22.0%	-19.3%	30.0%	22.4%	-19.9%	47.6%	3.6%	14.6%	11.4%	-2.9%	-24.9%	Apr '26
Gold	4105.90	0.1%	0.9%	2.1%	-11.0%	-12.9%	24.7%	64.5%	-5.1%	108.4%	126.5%	128.2%	145.8%	-22.8%	Jan '26
USD/EUR	0.87	-0.08%	-1.4%	-1.1%	1.7%	3.7%	-1.0%	-11.4%	1.8%	-4.7%	-	-1.4%	-15.9%	-11.2%	Jan '25
USD/JPY	159.07	-0.7%	-2.9%	-2.2%	1.3%	3.9%	5.5%	-0.4%	1.7%	11.8%	-	38.2%	8.4%	-2.9%	Jul '26
S&P 500 Volatility Index	16.19	-5.3%	-12.9%	-1.6%	-4.1%	-7.2%	-3.2%	-13.8%	8.3%	18.8%	-11.2%	-2.5%	-51.8%	-69.1%	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	50.46		-0.05%	0.1%	-0.3%	0.0%	0.4%	3.4%	6.1%	0.8%	17.9%	17.9%	18.2%	23.4%	-0.4%	Jun '26
Interm Muni- JPMorgan	49.72		-0.1%	0.0%	-1.8%	-1.1%	-1.0%	3.9%	4.3%	-0.4%	9.3%	3.4%	3.9%	15.4%	-2.2%	Feb '26
Interm Bond- Janus MSB	44.11		-0.9%	-0.7%	-2.0%	-2.3%	-2.3%	3.0%	8.8%	-1.8%	12.1%	0.9%	1.7%	18.3%	-3.9%	Feb '26
Interm Bond- Vanguard	75.50		-0.3%	0.0%	-1.6%	-1.6%	-1.7%	1.6%	8.5%	-1.7%	12.3%	-2.1%	0.4%	17.9%	-3.5%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.1%	0.4%	1.2%	2.3%	6.5%	8.2%	2.8%	29.2%	34.7%	31.9%	38.7%	-0.1%	Jul '26
Int’l Bond- JPMorgan	47.88		0.07%	0.6%	-1.0%	0.1%	-0.9%	3.0%	8.2%	0.0%	16.9%	13.5%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	71.93		-0.4%	-0.4%	-4.4%	-3.2%	-3.9%	-0.2%	7.2%	-3.5%	7.1%	-17.2%	-14.7%	20.5%	-6.3%	Oct '25
Long CA Muni- PIMCO	9.29	p	EOD	0.1%	-1.9%	-1.0%	-0.8%	4.2%	3.3%	-0.4%	8.0%	-0.5%	-0.2%	14.7%	-2.0%	Feb '26
Long Muni- iShares	56.53		-0.06%	0.0%	-1.9%	-1.1%	-1.4%	4.5%	3.4%	-0.7%	7.7%	1.0%	1.3%	13.1%	-2.5%	Feb '26

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