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S&P 500

Return

78.7%

[

20.2%

annualized]

Dec 30 2022 - Feb 27 2026

-1.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.5%

[

13.1%

annualized]

Dec 30 2022 - Feb 27 2026

-2.6%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

49.3%

[

13.5%

annualized]

Dec 30 2022 - Feb 27 2026

-3.3%

Below
Peak
Jan '26

Performance Range:

As of Feb 27 03:40 PM EDT, next update at 03:50 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	6861.45	-0.7%	-0.7%	-1.7%	0.7%	5.9%	17.1%	16.4%	0.2%	72.3%	80.0%	43.0%	91.8%	-1.7%	Jan '26
DJIA (Large Value)	48884.26	-1.2%	-1.5%	-0.2%	3.1%	7.3%	13.1%	13.0%	1.7%	48.6%	58.0%	33.6%	67.3%	-2.6%	Feb '26
Russell 2000 (Small Cap)	2628.73	-1.8%	-1.3%	-1.4%	5.7%	10.7%	22.9%	11.3%	5.9%	38.6%	19.4%	15.7%	55.8%	-3.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22600.64	-1.2%	-1.2%	-5.1%	-2.6%	4.7%	21.9%	20.4%	-2.8%	97.1%	71.3%	42.7%	117.0%	-5.7%	Oct '25
Aggregate Bond	101.39	0.2%	0.5%	1.5%	1.4%	4.0%	6.7%	7.2%	1.8%	16.2%	2.1%	2.3%	19.5%	New Peak	Feb '26
Corp Bond	111.71	0.00%	0.1%	1.2%	0.8%	3.8%	7.1%	7.9%	1.8%	20.3%	1.7%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.69	-0.2%	-0.4%	-0.1%	1.1%	2.6%	7.0%	8.6%	0.6%	29.1%	22.2%	17.1%	37.1%	-0.4%	Feb '26
Preferred	31.40	-0.7%	-1.0%	-0.8%	2.9%	2.2%	5.4%	4.9%	2.0%	16.6%	12.7%	3.2%	26.7%	-1.4%	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	53.38	0.7%	0.8%	6.8%	20.7%	17.0%	23.7%	9.9%	17.7%	39.0%	60.3%	29.5%	66.2%	-0.4%	Feb '26
Consumer Discretionary/Cyclical	116.39	-0.6%	-0.9%	-5.1%	-0.8%	0.0%	10.5%	7.4%	-2.5%	63.9%	50.3%	14.5%	72.2%	-6.5%	Jan '26
Financial Services	51.36	-2.2%	-2.2%	-3.1%	-2.7%	-3.9%	1.8%	14.9%	-6.2%	51.1%	73.3%	39.1%	79.0%	-8.9%	Jan '26
Real Estate	95.52	0%	0.7%	5.7%	5.9%	5.8%	6.6%	3.3%	7.9%	25.5%	30.8%	-2.9%	42.5%	New Peak	Feb '26
Communication Services	117.44	0.6%	0.5%	0.5%	2.9%	6.3%	18.2%	23.1%	-0.2%	127.1%	72.3%	56.5%	155.3%	-2.2%	Jan '26
Energy	55.93	1.6%	1.9%	12.6%	26.4%	27.5%	29.0%	7.9%	25.1%	45.8%	180.3%	125.3%	56.1%	New Peak	Feb '26
Industrials	176.64	-0.03%	-0.3%	7.0%	16.0%	16.2%	33.1%	19.3%	13.9%	82.7%	110.4%	79.3%	119.2%	-0.3%	Feb '26
Technology	138.60	-1.7%	-1.6%	-6.4%	-2.2%	5.1%	25.3%	24.6%	-3.7%	107.0%	120.5%	63.0%	143.7%	-8.7%	Oct '25
Consumer Staples/Defensive	89.72	1.0%	2.1%	7.9%	14.6%	12.8%	12.4%	1.5%	15.5%	33.9%	61.6%	29.4%	44.8%	New Peak	Feb '26
Healthcare	159.71	1.5%	1.8%	2.7%	1.2%	17.6%	10.4%	14.5%	3.2%	31.0%	53.6%	22.2%	38.2%	New Peak	Feb '26
Utilities	47.66	1.0%	2.9%	9.7%	6.7%	13.4%	25.6%	16.0%	11.6%	57.9%	90.1%	51.8%	71.2%	New Peak	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	147.24	-0.5%	-0.3%	0.1%	5.5%	11.1%	25.1%	22.4%	4.1%	75.1%	73.8%	48.6%	101.9%	-1.0%	Feb '26
MSCI Emerging Markets	62.53	-0.3%	0.3%	3.6%	17.0%	27.1%	46.2%	34.0%	14.3%	75.0%	30.9%	40.2%	97.5%	-1.2%	Feb '26
FTSE Europe	90.28	-0.2%	0.3%	1.5%	12.5%	16.2%	33.3%	35.8%	8.0%	65.2%	73.5%	49.5%	119.1%	-0.2%	Feb '26
MSCI Japan	92.36	-0.12%	1.0%	7.6%	15.1%	21.9%	40.1%	25.9%	14.4%	79.9%	52.9%	52.5%	107.7%	-1.7%	Feb '26
MSCI India	52.24	-0.6%	-2.2%	1.1%	-4.4%	-0.8%	7.6%	2.7%	-3.3%	35.2%	37.0%	13.2%	30.1%	-11.1%	Sep '24
MSCI China	59.12	-0.2%	-3.1%	-6.6%	-3.3%	-0.3%	10.0%	31.0%	-1.6%	32.3%	-24.0%	4.4%	59.9%	-10.7%	Oct '25
International Bond	49.21	0.2%	0.5%	1.6%	1.5%	3.0%	4.2%	2.9%	2.1%	17.3%	3.2%	3.5%	19.8%	New Peak	Feb '26
iShares Latin America	36.54	-0.7%	-1.5%	1.1%	21.0%	39.5%	67.5%	52.7%	20.0%	79.5%	97.6%	107.9%	86.5%	-2.1%	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	629.64	-0.7%	-0.7%	-1.6%	1.0%	6.5%	18.5%	17.8%	0.4%	79.5%	93.4%	51.9%	101.2%	-1.6%	Jan '26
US Large Growth	448.92	-1.2%	-1.1%	-5.4%	-5.3%	0.4%	16.3%	18.3%	-5.2%	98.7%	93.6%	49.6%	119.7%	-8.6%	Oct '25
US Large Value	224.98	-0.2%	-0.1%	2.7%	8.4%	12.7%	19.4%	15.7%	7.0%	54.6%	72.7%	44.6%	75.5%	-0.2%	Feb '26

US MidCap Blend	305.57	-0.5%	0.4%	1.8%	5.7%	6.0%	16.3%	11.6%	5.3%	49.2%	52.0%	28.5%	71.4%	-0.5%	Feb '26
US MidCap Growth	277.70	-0.9%	0.6%	-2.0%	-1.1%	-3.6%	9.2%	10.7%	-0.5%	47.2%	32.1%	13.7%	67.8%	-6.7%	Oct '25
US MidCap Value	194.11	-0.2%	0.3%	4.5%	10.6%	13.2%	21.0%	12.1%	9.4%	48.0%	69.8%	41.4%	71.0%	-0.2%	Feb '26

US Small Blend	276.46	-1.2%	-1.0%	0.9%	7.8%	10.0%	19.2%	8.9%	7.2%	46.4%	41.0%	29.1%	67.5%	-1.2%	Feb '26
US Small Growth	333.97	-2.0%	-0.9%	-3.5%	2.8%	8.6%	22.8%	12.9%	3.4%	46.6%	11.4%	15.9%	64.6%	-5.6%	Jan '26
US Small Value	197.07	-1.9%	-1.9%	0.7%	9.2%	14.1%	25.6%	12.4%	8.8%	40.6%	42.9%	27.0%	59.9%	-1.9%	Feb '26

Foreign Large Blend	105.44	-0.12%	0.5%	3.3%	13.2%	17.1%	34.2%	31.6%	9.8%	66.3%	66.6%	50.6%	109.4%	-0.2%	Feb '26
Foreign Growth	123.03	-0.2%	0.2%	1.1%	10.1%	12.2%	23.4%	20.7%	8.0%	46.3%	34.8%	19.4%	80.9%	-0.3%	Feb '26
Foreign Value	79.77	-0.08%	0.8%	5.4%	16.4%	21.8%	45.3%	42.2%	11.7%	87.3%	101.1%	87.1%	140.0%	-0.2%	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	22.76		-0.7%	-1.4%	-2.7%	-2.4%	-2.5%	0.5%	3.6%	-2.3%	21.0%	24.3%	22.4%	28.0%	-3.1%	Jan '26
Ultra Short- Janus AAA CLO	50.38		-0.6%	-0.7%	-0.4%	0.6%	1.8%	4.3%	5.2%	0.0%	20.6%	24.2%	23.3%	25.5%	-0.7%	Feb '26
Bank Loan- Invesco	20.20		-0.7%	-2.1%	-3.0%	-2.3%	-0.6%	2.8%	6.9%	-3.3%	21.9%	25.3%	22.7%	28.9%	-3.6%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	-0.1%	0.1%	1.4%	3.5%	7.7%	8.9%	0.6%	36.5%	60.3%	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	54.33		-0.7%	-1.1%	-1.1%	3.1%	7.0%	20.8%	17.7%	1.8%	84.2%	120.1%	89.9%	109.7%	-1.5%	Feb '26
Int’l Min Volatility- Franklin	41.58		0.3%	1.5%	9.2%	15.1%	23.7%	36.5%	27.1%	12.9%	84.4%	134.7%	101.4%	116.2%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.90	p	EOD	-0.1%	1.2%	7.2%	7.7%	15.5%	3.0%	6.7%	73.3%	117.0%	99.2%	104.8%	-2.2%	Feb '26
Small Value- Avantis	112.75		-1.6%	-2.4%	3.6%	12.1%	13.4%	24.4%	7.4%	10.6%	46.6%	81.2%	49.6%	71.7%	-2.4%	Feb '26
Mid Value- Pacer Cash Cows	64.85		0.5%	0.9%	3.8%	10.2%	13.7%	16.5%	9.0%	7.8%	44.3%	98.3%	48.9%	61.1%	New Peak	Feb '26
Growth- S&P Momentum	118.97		-0.8%	-0.8%	-0.5%	0.0%	1.8%	22.3%	26.6%	-0.3%	125.2%	140.6%	93.7%	138.0%	-4.0%	Oct '25
Invesco S&P Quality	80.84		0.2%	0.5%	3.9%	9.0%	12.1%	18.0%	13.2%	7.7%	85.5%	103.1%	60.3%	111.2%	New Peak	Feb '26
Rotation Factor- BlackRock	60.92		-0.8%	-0.9%	-1.5%	1.0%	6.6%	20.3%	20.0%	0.2%	101.8%	105.5%	69.3%	129.4%	-1.7%	Feb '26
US Min Volatility- Fidelity	68.25		0.2%	0.2%	0.0%	1.5%	6.3%	12.0%	11.8%	2.3%	55.0%	74.2%	39.1%	69.7%	-0.6%	Feb '26
Derivative Income- JPMorgan	59.76		0.3%	0.5%	2.6%	5.7%	8.7%	10.7%	8.1%	5.0%	40.5%	66.1%	36.0%	55.3%	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	15.99	p	EOD	0.4%	0.6%	2.4%	-0.6%	6.5%	6.5%	1.1%	24.8%	35.8%	31.0%	30.5%	-0.6%	Feb '26
Multistrategy- AQR	14.59	p	EOD	0.6%	2.2%	5.1%	10.2%	14.5%	16.4%	4.1%	43.5%	82.9%	71.1%	52.9%	New Peak	Feb '26
Long Short- AQR	21.05	p	EOD	0.5%	1.0%	4.0%	11.5%	24.0%	34.4%	-0.5%	102.0%	216.6%	156.8%	144.9%	-1.1%	Dec '25
Mkt Neutral- BlackRock	14.88	p	EOD	1.6%	1.2%	5.6%	8.9%	18.7%	18.3%	2.1%	65.8%	69.2%	72.5%	73.1%	New Peak	Feb '26
Multi Strategy- Variant	26.47	p	EOD	0.1%	0.8%	1.3%	3.4%	6.7%	7.2%	0.6%	22.0%	47.7%	34.5%	26.1%	New Peak	Feb '26
Long Short- First Trust	71.20		-0.4%	0.0%	-1.1%	0.0%	5.4%	9.9%	9.1%	0.3%	50.4%	64.4%	44.0%	59.3%	-1.3%	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)	307.34	-0.01%	-2.4%	-8.1%	-3.9%	48.4%	83.1%	66.0%	-1.8%	244.6%	206.3%	113.6%	217.4%	-10.6%	Feb '26
Meta (Communications)	639.82	-2.6%	-2.4%	-4.9%	1.1%	-14.3%	-2.5%	13.1%	-3.1%	280.0%	150.1%	90.3%	405.3%	-18.9%	Aug '25
Amazon (Cyclical)	208.60	0.3%	-0.7%	-14.7%	-9.0%	-9.0%	-0.1%	5.2%	-9.6%	122.5%	34.9%	22.4%	84.8%	-17.9%	Nov '25
Tesla (Cyclical)	399.34	-2.3%	-3.0%	-7.3%	-6.4%	14.2%	41.6%	11.4%	-11.2%	92.3%	77.4%	-0.1%	83.8%	-18.5%	Dec '25
Procter & Gamble (Defensive)	166.46	1.7%	3.5%	12.2%	13.1%	7.6%	-0.5%	-12.3%	17.0%	29.2%	52.9%	13.8%	46.4%	-4.2%	Dec '24
PepsiCo (Defensive)	169.60	1.2%	2.8%	14.0%	15.7%	17.1%	16.0%	-1.8%	18.2%	6.5%	53.2%	11.1%	11.2%	-5.2%	May '23
Coca-Cola (Defensive)	81.42	1.1%	2.0%	10.7%	12.5%	20.0%	18.3%	15.6%	16.5%	49.0%	93.2%	54.7%	62.7%	New Peak	Feb '26
Exxon Mobil (Energy)	153.10	3.1%	4.0%	12.6%	34.3%	37.9%	43.8%	16.0%	28.1%	53.4%	241.0%	179.6%	75.0%	-0.9%	Feb '26
Chevron (Energy)	186.91	1.5%	1.6%	11.6%	26.2%	19.9%	24.7%	10.1%	23.8%	30.3%	130.2%	86.0%	36.9%	New Peak	Feb '26
JPMorgan Chase (Financial)	297.96	-2.7%	-4.1%	-0.8%	-2.7%	0.5%	17.4%	37.3%	-7.1%	125.0%	129.9%	105.6%	211.0%	-11.0%	Jan '26
Visa (Financial)	318.42	0.5%	-0.8%	-1.9%	-4.4%	-8.7%	-9.8%	11.8%	-9.0%	47.8%	55.5%	48.5%	83.5%	-14.2%	Jun '25
Mastercard (Financial)	516.44	0.3%	-1.9%	-0.8%	-5.1%	-12.3%	-8.0%	9.0%	-9.4%	47.8%	50.2%	42.7%	85.8%	-13.5%	Aug '25
Bank of America (Financial)	49.84	-4.7%	-6.1%	-4.5%	-5.5%	0.0%	15.6%	28.0%	-9.4%	57.6%	62.0%	19.5%	81.6%	-12.9%	Jan '26
UnitedHealth (Health)	293.43	2.4%	1.2%	3.8%	-10.4%	-2.2%	-35.8%	-33.1%	-11.1%	-35.9%	-4.2%	-37.5%	-37.8%	-51.7%	Nov '24
Johnson & Johnson (Health)	247.68	1.7%	2.1%	10.4%	19.3%	41.0%	54.7%	47.5%	19.7%	73.1%	79.0%	62.3%	67.9%	New Peak	Feb '26
Eli Lilly (Health)	1043.72	2.1%	3.4%	0.6%	-5.3%	42.6%	16.2%	40.2%	-2.7%	237.0%	435.5%	299.4%	230.8%	-5.8%	Nov '25
Union Pacific (Industrials)	265.24	-0.08%	-0.3%	14.1%	15.7%	21.5%	10.8%	3.9%	14.7%	33.2%	43.4%	17.5%	49.0%	-0.5%	Feb '26
Honeywell (Industrials)	243.52	1.1%	-0.2%	10.2%	28.2%	17.5%	24.4%	-6.4%	24.8%	42.5%	40.8%	36.0%	60.3%	-0.2%	Feb '26
Nvidia (IT)	178.21	-3.6%	-6.1%	-5.5%	-1.1%	-1.9%	48.4%	38.9%	-4.4%	659.1%	1203.1%	492.8%	1451.6%	-13.9%	Oct '25
Broadcom (IT)	319.02	-0.8%	-4.1%	-4.1%	-19.6%	6.6%	62.7%	50.6%	-7.8%	469.9%	654.7%	419.2%	681.4%	-22.6%	Dec '25
Adobe (IT)	262.10	1.2%	1.3%	-11.9%	-17.5%	-26.5%	-40.1%	-21.3%	-25.1%	-18.7%	-43.0%	-53.6%	-8.4%	-58.7%	Feb '24
Oracle (IT)	143.08	-4.8%	-3.4%	-18.2%	-30.0%	-39.1%	-12.3%	18.1%	-26.4%	68.6%	137.5%	72.3%	133.4%	-56.2%	Sep '25
salesforce.com (IT)	193.82	-2.8%	4.7%	-15.2%	-14.9%	-22.3%	-33.8%	-20.2%	-26.8%	20.2%	-9.4%	-23.2%	37.9%	-46.9%	Dec '24
Linde PLC (Materials)	507.45	1.8%	2.2%	12.0%	24.9%	5.8%	11.7%	3.2%	19.0%	53.2%	122.6%	58.2%	95.0%	-0.2%	Feb '26
Sherwin-Williams (Materials)	362.32	0.5%	0.5%	4.7%	5.5%	-1.2%	2.8%	-3.8%	11.8%	67.3%	66.6%	10.8%	85.2%	-8.5%	Nov '24
American Tower (Real Estate)	190.21	2.8%	1.5%	5.6%	6.0%	-4.7%	-3.5%	-0.9%	8.3%	7.9%	1.9%	-24.6%	15.4%	-17.6%	Sep '24
Prologis Inc. (Real Estate)	142.38	-0.2%	0.6%	10.6%	12.0%	28.5%	20.1%	25.1%	11.5%	27.4%	65.3%	-2.6%	56.9%	-0.2%	Feb '26
NextEra Energy (Utilities)	93.61	1.8%	1.6%	7.4%	9.4%	28.5%	39.1%	15.5%	16.6%	41.2%	44.0%	13.8%	41.1%	-2.2%	Feb '26
Duke Energy (Utilities)	131.00	1.4%	3.3%	9.8%	7.0%	7.7%	17.0%	12.7%	12.7%	53.7%	85.8%	49.4%	74.8%	New Peak	Feb '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	16.16	p	EOD	0.4%	1.4%	2.5%	5.4%	10.0%	9.4%	2.5%	26.6%	14.3%	11.0%	33.0%	New Peak	Feb '26
Moderate-60% Stock	67.33		-0.2%	0.0%	0.9%	4.4%	8.7%	18.3%	16.4%	3.6%	49.1%	43.6%	30.1%	65.1%	-0.4%	Feb '26
Mod Agg-80% Stock	53.16	p	EOD	0.4%	1.1%	6.0%	10.8%	23.1%	19.6%	4.8%	62.1%	57.0%	39.2%	82.8%	-0.2%	Feb '26
Aggressive-90% Stock	32.00	p	EOD	0.3%	1.1%	7.3%	12.7%	25.9%	20.9%	5.7%	64.2%	60.1%	39.0%	85.6%	-0.4%	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	65571.35	-2.8%	-3.6%	-26.4%	-27.6%	-41.0%	-22.6%	-6.3%	-25.1%	178.8%	41.5%	41.1%	242.3%	-47.4%	Oct '25
Ethereum	1922.37	-5.2%	-2.4%	-36.4%	-36.5%	-57.3%	-16.6%	-11.0%	-35.2%	17.6%	32.9%	-48.9%	48.5%	-60.2%	Aug '25
BNB	610.66	-2.4%	-2.4%	-32.0%	-31.5%	-28.6%	0.9%	23.1%	-29.3%	100.3%	175.5%	19.2%	125.4%	-53.4%	Oct '25
Solana	81.63	-5.0%	-3.6%	-35.8%	-42.9%	-59.8%	-40.7%	-34.2%	-34.4%	259.7%	500.7%	-52.1%	161.9%	-68.8%	Jan '25
Bitcoin ETF	37.20	-2.8%	-3.2%	-26.5%	-27.1%	-41.6%	-21.4%	-6.4%	-25.1%	-	-	-	-	-47.8%	Oct '25
Grayscale Bitcoin (hi fee)	51.14	-2.7%	-3.2%	-26.6%	-27.3%	-41.9%	-22.5%	-7.6%	-25.2%	392.7%	31.0%	65.2%	405.0%	-48.0%	Oct '25
Bloomberg Commodities	21.82	1.2%	1.7%	0.0%	12.9%	22.1%	21.5%	14.9%	11.7%	31.1%	64.8%	41.8%	23.0%	-2.3%	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	4.63	-0.8%	-1.9%	-4.1%	-0.2%	-5.7%	1.7%	1.1%	-4.3%	18.2%	112.3%	129.8%	19.3%	-9.2%	Oct '23
10yr Treasury rate	3.96	-1.4%	-3.0%	-6.2%	-0.9%	-6.5%	-7.5%	-9.0%	-4.8%	1.0%	171.4%	143.4%	1.5%	-20.6%	Oct '23
5yr Treasury rate	3.51	-2.0%	-3.8%	-7.9%	-1.7%	-5.2%	-14.4%	-15.0%	-5.6%	-15.8%	352.6%	157.3%	-14.6%	-29.2%	Oct '23
13-week T-bill	3.58	-0.3%	-0.5%	0.2%	-4.7%	-11.9%	-14.7%	-15.7%	0.9%	-23.3%	10122.9%	6650.9%	1.3%	-33.1%	Oct '23
Crude Oil	67.17	3.0%	1.2%	7.7%	14.5%	4.7%	-4.5%	-19.9%	17.0%	-11.2%	9.2%	-11.7%	-23.0%	-28.3%	Sep '23
Gold	5277.10	1.9%	4.3%	3.9%	26.7%	55.0%	83.0%	64.5%	22.0%	190.4%	205.4%	193.3%	215.9%	-0.8%	Jan '26
EUR/USD	1.18	0.11%	0.5%	-0.4%	2.3%	1.6%	12.8%	12.9%	0.7%	12.1%	-2.7%	4.0%	21.8%	-1.6%	Jan '26
USD/JPY	155.99	-0.1%	0.5%	1.1%	-0.2%	5.9%	4.8%	-0.4%	-0.3%	14.4%	46.6%	35.5%	6.3%	-3.5%	Jul '24
S&P 500 Volatility Index	19.88	6.7%	4.1%	21.6%	15.6%	33.9%	-5.9%	-13.8%	33.0%	-5.1%	-28.9%	19.8%	-40.8%	-62.0%	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	51.10		0.13%	0.1%	0.7%	1.4%	2.6%	5.8%	6.1%	0.9%	20.6%	19.3%	18.3%	23.6%	New Peak	Feb '26
Interm Muni- JPMorgan	51.31		0.07%	0.4%	1.3%	2.0%	5.4%	5.0%	4.3%	1.9%	14.3%	9.2%	6.3%	18.0%	New Peak	Feb '26
Interm Bond- Janus MSB	46.29		-0.2%	0.1%	1.2%	1.9%	5.0%	7.8%	8.8%	1.8%	18.1%	5.2%	5.4%	22.5%	-0.2%	Feb '26
Interm Bond- Vanguard	79.04		0.3%	0.6%	1.9%	1.3%	3.8%	7.9%	8.5%	1.8%	18.7%	3.5%	4.0%	22.1%	New Peak	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	-0.1%	-0.5%	0.9%	2.6%	6.4%	8.2%	0.3%	30.2%	36.8%	28.6%	35.2%	-0.6%	Jan '26
Int’l Bond- JPMorgan	49.38		-0.07%	0.1%	0.9%	2.0%	3.8%	7.9%	8.2%	1.8%	21.1%	17.2%	15.8%	30.1%	-0.1%	Feb '26
Long Bond- Vanguard	77.26		-0.05%	0.0%	1.3%	0.5%	4.7%	6.2%	7.2%	2.3%	18.0%	-6.8%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.56	p	EOD	0.3%	1.3%	1.5%	5.6%	3.5%	3.3%	1.5%	13.6%	4.9%	1.7%	16.9%	New Peak	Feb '26
Long Muni- iShares	58.40		0.06%	0.3%	1.3%	2.0%	6.2%	4.9%	3.4%	1.9%	13.1%	6.1%	3.9%	16.0%	New Peak	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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