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S&P 500

Return

92.7%

[

20.2%

annualized]

Dec 30 2022 - Jul 23 2026

DJIA (Large Value)

Return

55.9%

[

13.3%

annualized]

Dec 30 2022 - Jul 23 2026

Russell 2000 (Small Cap)

Return

66.5%

[

15.4%

annualized]

Dec 30 2022 - Jul 23 2026

Performance Range:

As of Jul 23 03:30 PM EDT, next update at 03:40 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	7399.34	-1.3%	-1.8%	0.5%	4.1%	7.0%	16.4%	16.4%	8.1%	63.1%	67.7%	54.3%	106.9%	-2.8%	Jun '26
DJIA (Large Value)	51692.73	-1.0%	-1.6%	0.1%	4.8%	5.3%	14.8%	13.0%	7.6%	46.7%	47.4%	41.3%	77.0%	-2.6%	Jul '26
Russell 2000 (Small Cap)	2933.11	-0.9%	-1.4%	-1.4%	5.7%	9.9%	28.5%	11.3%	18.2%	49.6%	32.7%	29.1%	73.8%	-3.0%	Jun '26
NASDAQ Comp (Tech/Growth)	25094.54	-2.3%	-3.0%	-1.9%	2.7%	6.8%	19.4%	20.4%	8.0%	78.8%	69.1%	58.5%	140.9%	-7.4%	Jun '26
Aggregate Bond	97.34	-0.2%	-0.8%	-1.4%	-1.8%	-1.5%	2.3%	7.2%	-1.3%	10.5%	-2.5%	-0.8%	15.9%	-3.1%	Feb '26
Corp Bond	106.25	-0.4%	-1.2%	-2.4%	-2.6%	-2.7%	1.4%	7.9%	-2.1%	11.6%	-5.6%	-3.3%	22.6%	-3.8%	Feb '26
High Yield Bond	79.22	-0.4%	-0.7%	-0.8%	-0.9%	-0.4%	3.3%	8.6%	0.2%	24.3%	17.7%	16.7%	36.6%	-1.4%	May '26
Preferred	30.16	-1.0%	-0.7%	-2.0%	-3.8%	-4.0%	1.4%	4.9%	-1.1%	16.2%	2.2%	0.1%	22.9%	-4.9%	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	50.28	-1.1%	-1.2%	-1.2%	-3.0%	1.1%	10.6%	9.9%	11.4%	26.7%	35.3%	22.5%	57.2%	-5.8%	Feb '26
Consumer Discretionary/Cyclical	108.54	-4.8%	-7.5%	-4.6%	-7.8%	-11.7%	-3.6%	7.4%	-8.9%	29.8%	23.2%	7.0%	61.0%	-12.7%	Jan '26
Financial Services	55.81	-0.4%	-1.6%	3.6%	7.8%	5.7%	6.4%	14.9%	2.4%	65.4%	67.2%	52.0%	95.5%	-1.6%	Jul '26
Real Estate	98.69	-0.3%	-1.4%	0.8%	3.4%	10.2%	10.4%	3.3%	12.7%	27.8%	12.0%	1.4%	48.8%	-1.4%	Jul '26
Communication Services	105.64	-3.3%	-6.2%	-1.5%	-10.0%	-9.4%	-1.6%	23.1%	-10.0%	66.2%	32.8%	41.3%	130.3%	-11.7%	Jan '26
Energy	59.52	0.5%	4.4%	9.3%	4.5%	21.8%	40.4%	7.9%	34.0%	54.3%	191.9%	141.3%	67.2%	-4.9%	Mar '26
Industrials	181.74	1.6%	0.9%	2.0%	4.4%	11.0%	19.4%	19.3%	17.5%	72.8%	88.7%	84.9%	126.1%	-2.1%	Jul '26
Technology	178.24	-1.1%	0.4%	-3.2%	14.4%	23.0%	37.5%	24.6%	24.0%	106.2%	139.2%	109.8%	213.8%	-10.1%	Jun '26
Consumer Staples/Defensive	82.95	-1.7%	-3.3%	-0.9%	-0.6%	0.6%	3.7%	1.5%	7.4%	18.2%	31.6%	20.3%	34.6%	-7.3%	Feb '26
Healthcare	161.15	1.1%	-0.4%	5.9%	10.2%	2.8%	19.8%	14.5%	4.5%	23.8%	32.3%	23.8%	40.1%	-2.0%	Jul '26
Utilities	46.25	0.7%	1.7%	2.6%	0.3%	9.4%	11.9%	16.0%	9.1%	46.9%	62.5%	48.4%	67.3%	-2.4%	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	154.22	-1.3%	-1.4%	-0.1%	3.3%	6.2%	18.0%	22.4%	9.0%	64.3%	63.3%	55.6%	111.5%	-3.6%	Jun '26
MSCI Emerging Markets	64.49	-0.8%	0.5%	-4.0%	3.4%	9.2%	31.0%	34.0%	17.9%	70.9%	37.5%	44.6%	103.6%	-9.4%	Jun '26
FTSE Europe	87.78	-1.5%	-1.1%	0.7%	1.5%	1.4%	12.2%	35.8%	5.5%	50.2%	50.7%	46.0%	114.0%	-2.5%	Feb '26
MSCI Japan	91.12	-1.2%	-0.9%	-1.8%	4.7%	7.8%	23.6%	25.9%	12.9%	58.5%	50.5%	50.4%	104.9%	-6.0%	Jun '26
MSCI India	47.61	-1.3%	-2.2%	-3.0%	-3.6%	-7.1%	-13.0%	2.7%	-11.9%	8.1%	14.9%	3.2%	18.5%	-19.0%	Sep '24
MSCI China	53.29	-0.5%	-1.6%	2.9%	-6.9%	-15.1%	-9.0%	31.0%	-11.3%	25.9%	-20.5%	-5.8%	44.1%	-19.5%	Oct '25
International Bond	47.71	-0.2%	-0.5%	-1.4%	-0.6%	-0.6%	0.9%	2.9%	-0.4%	11.2%	-0.8%	1.0%	17.0%	-2.4%	Feb '26
iShares Latin America	34.85	-1.6%	2.2%	4.0%	-5.3%	-0.4%	39.2%	52.7%	14.4%	45.1%	64.6%	98.2%	77.8%	-8.5%	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	677.88	-1.3%	-1.8%	0.2%	4.1%	7.3%	17.3%	17.8%	8.4%	69.2%	79.4%	64.0%	117.3%	-2.9%	Jun '26
US Large Growth	118.46	-2.0%	-2.3%	-1.1%	0.2%	1.3%	9.5%	19.8%	0.2%	79.2%	87.0%	70.6%	146.2%	-8.0%	Jun '26
US Large Value	245.91	-0.6%	-1.4%	2.1%	8.1%	13.0%	25.2%	15.7%	17.4%	59.6%	69.8%	58.7%	92.6%	-1.4%	Jul '26

US MidCap Blend	80.29	-0.2%	-0.4%	0.7%	4.5%	7.9%	15.3%	17.0%	11.1%	66.3%	77.6%	63.7%	111.8%	-0.8%	Jul '26
US MidCap Growth	294.64	-0.3%	-0.3%	-1.9%	4.3%	4.5%	2.1%	10.7%	5.8%	42.3%	26.2%	20.9%	78.4%	-3.9%	Jun '26
US MidCap Value	202.44	-0.2%	-0.5%	2.7%	4.7%	10.2%	20.8%	12.1%	14.8%	49.9%	61.0%	48.2%	79.3%	-0.5%	Jul '26

US Small Blend	294.39	-0.6%	-1.2%	-0.2%	3.9%	7.6%	20.2%	8.9%	14.6%	49.1%	43.6%	38.0%	79.1%	-2.9%	Jun '26
US Small Growth	373.85	-0.6%	-0.9%	-3.6%	5.0%	7.8%	26.7%	12.9%	15.8%	52.8%	28.7%	29.8%	84.3%	-5.1%	Jun '26
US Small Value	220.29	-0.8%	-1.7%	1.3%	6.7%	12.9%	33.0%	12.4%	21.9%	57.2%	53.3%	42.3%	79.3%	-1.7%	Jul '26

Foreign Large Blend	102.87	-1.3%	-0.9%	0.4%	1.6%	2.9%	14.4%	31.6%	7.1%	50.5%	49.8%	47.0%	104.3%	-2.6%	Feb '26
Foreign Growth	119.03	-1.5%	-1.5%	-2.3%	0.6%	-0.4%	6.9%	20.7%	4.5%	30.1%	17.9%	15.5%	75.0%	-5.1%	Jun '26
Foreign Value	78.38	-1.3%	-0.3%	3.2%	2.6%	6.2%	21.7%	42.2%	9.8%	72.2%	86.3%	83.8%	135.8%	-2.0%	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	22.99		-0.3%	0.4%	0.5%	0.0%	-0.3%	0.7%	3.6%	0.5%	18.4%	28.3%	25.9%	31.7%	-0.5%	May '26
Ultra Short- Janus AAA CLO	50.63		0.04%	0.1%	0.0%	0.4%	1.2%	4.1%	5.2%	1.7%	19.3%	25.9%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.35		-0.12%	-0.6%	0.1%	-0.8%	-1.0%	2.1%	6.9%	-1.0%	20.3%	27.1%	25.6%	31.9%	-1.5%	May '26
Interval CEF- Cliffwater	10.28	p	EOD	0.1%	0.5%	1.5%	2.7%	6.8%	8.9%	3.2%	33.9%	58.1%	51.9%	45.0%	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	58.33		-1.1%	-1.0%	0.6%	3.1%	7.4%	17.3%	17.7%	9.6%	75.4%	114.7%	104.3%	125.7%	-1.9%	Jul '26
Int’l Min Volatility- Franklin	42.13		-0.6%	1.0%	3.8%	3.8%	11.9%	28.9%	27.1%	14.9%	79.3%	112.9%	104.9%	119.9%	-0.6%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.38	p	EOD	1.1%	-0.3%	4.9%	10.1%	20.2%	3.0%	16.9%	73.0%	124.5%	118.3%	124.4%	-4.3%	Jun '26
Small Value- Avantis	124.70		-1.0%	-1.2%	1.9%	4.9%	15.2%	30.5%	7.4%	22.6%	60.3%	87.3%	65.9%	90.4%	-1.2%	Jul '26
Mid Value- Pacer Cash Cows	63.64		-1.1%	-2.4%	2.9%	1.3%	2.9%	12.9%	9.0%	6.1%	34.5%	60.9%	46.6%	58.6%	-2.8%	Jun '26
Growth- S&P Momentum	149.88		-0.12%	3.2%	-2.9%	16.0%	27.5%	32.0%	26.6%	26.0%	169.7%	158.8%	144.7%	200.7%	-7.3%	Jun '26
Invesco S&P Quality	84.96		-0.2%	-0.7%	-2.3%	5.9%	11.0%	18.4%	13.2%	13.6%	70.6%	82.2%	69.1%	122.8%	-5.7%	Jun '26
Rotation Factor- BlackRock	67.15		-0.9%	-0.4%	0.8%	5.8%	10.8%	21.1%	20.0%	10.7%	87.9%	99.5%	87.2%	153.6%	-1.5%	Jul '26
US Min Volatility- Fidelity	69.17		-0.9%	-1.8%	2.0%	0.9%	2.9%	9.8%	11.8%	4.1%	41.6%	51.4%	41.6%	72.7%	-1.8%	May '26
Derivative Income- JPMorgan	56.38		-0.5%	-1.1%	1.0%	-1.3%	-0.8%	5.3%	8.1%	1.2%	26.1%	38.3%	31.1%	49.6%	-3.8%	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	17.43	p	EOD	0.5%	0.9%	3.8%	10.2%	10.7%	6.5%	10.2%	31.3%	45.1%	42.8%	42.3%	-0.1%	Jul '26
Multistrategy- AQR	14.87	p	EOD	1.7%	1.4%	2.5%	5.2%	14.9%	16.4%	6.1%	46.5%	77.8%	74.3%	55.8%	-0.3%	Jun '26
Long Short- AQR	21.19	p	EOD	2.2%	2.0%	4.0%	2.6%	16.3%	34.4%	0.1%	94.5%	183.1%	158.5%	146.6%	-0.5%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	-5.9%	-6.8%	-0.7%	4.4%	16.0%	18.3%	4.5%	63.7%	72.0%	76.6%	77.2%	-7.8%	Jun '26
Multi Strategy- Variant	25.91	p	EOD	0.1%	0.5%	1.3%	3.2%	6.6%	7.2%	3.0%	20.8%	43.0%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	74.78		-0.7%	0.3%	0.7%	2.9%	4.8%	13.3%	9.1%	5.4%	44.4%	60.4%	51.4%	67.4%	-0.7%	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)	318.11	-7.0%	-10.3%	-8.1%	-6.1%	-2.9%	67.6%	66.0%	1.7%	167.2%	141.1%	121.2%	228.8%	-21.0%	May '26
Meta (Communications)	607.37	-3.2%	-8.6%	8.0%	-7.9%	-7.7%	-14.7%	13.1%	-7.9%	108.0%	65.5%	80.8%	380.1%	-22.9%	Aug '25
Amazon (Cyclical)	233.16	-4.8%	-6.7%	-0.4%	-8.6%	-2.5%	2.1%	5.2%	1.0%	79.4%	27.5%	36.8%	106.5%	-15.2%	May '26
Tesla (Cyclical)	319.91	-14.5%	-18.2%	-16.2%	-14.4%	-28.8%	-3.8%	11.4%	-28.9%	23.0%	49.2%	-20.0%	47.3%	-34.7%	Dec '25
Procter & Gamble (Defensive)	145.88	-2.2%	-3.7%	-3.3%	0.9%	-2.1%	-5.8%	-12.3%	3.3%	2.5%	17.8%	0.4%	29.2%	-15.5%	Dec '24
PepsiCo (Defensive)	134.70	-0.7%	-3.4%	-5.2%	-13.5%	-6.0%	-4.9%	-1.8%	-5.3%	-22.2%	-0.6%	-10.9%	-10.9%	-24.0%	May '23
Coca-Cola (Defensive)	81.00	-1.5%	-4.6%	0.9%	6.2%	11.9%	19.7%	15.6%	16.7%	40.8%	63.7%	55.0%	63.0%	-4.6%	Jul '26
Exxon Mobil (Energy)	157.07	1.7%	7.6%	12.4%	5.1%	17.9%	47.4%	16.0%	32.3%	67.1%	230.9%	188.8%	80.7%	-7.8%	Mar '26
Chevron (Energy)	195.04	1.1%	6.1%	10.8%	4.0%	18.1%	31.5%	10.1%	29.2%	38.2%	140.0%	94.1%	42.8%	-7.6%	Mar '26
JPMorgan Chase (Financial)	348.76	0.2%	1.6%	4.4%	11.9%	17.7%	19.2%	37.3%	9.3%	139.4%	161.2%	141.9%	265.9%	NewNew Peak	Jul '26
Visa (Financial)	350.30	-0.9%	-4.1%	6.6%	13.6%	7.8%	-0.6%	11.8%	0.3%	49.8%	46.0%	63.7%	102.3%	-5.4%	Jun '25
Mastercard (Financial)	527.72	-0.8%	-4.3%	8.1%	5.0%	0.7%	-5.7%	9.0%	-7.3%	34.9%	38.0%	46.1%	90.1%	-11.5%	Aug '25
Bank of America (Financial)	61.38	-0.4%	-0.2%	6.0%	17.0%	19.4%	29.6%	28.0%	12.2%	105.8%	83.1%	48.0%	125.0%	-0.4%	Jul '26
UnitedHealth (Health)	424.18	-1.7%	0.2%	3.6%	19.6%	20.0%	48.1%	-33.1%	29.5%	-11.5%	10.2%	-8.9%	-9.4%	-29.7%	Nov '24
Johnson & Johnson (Health)	259.05	1.3%	3.6%	8.4%	12.3%	18.3%	56.1%	47.5%	25.8%	65.2%	72.6%	70.7%	76.5%	-3.1%	Jul '26
Eli Lilly (Health)	1181.99	1.6%	1.1%	6.8%	29.0%	11.4%	49.0%	40.2%	10.4%	161.3%	407.5%	353.1%	275.2%	-4.3%	Jul '26
Union Pacific (Industrials)	304.50	4.1%	1.7%	17.7%	12.3%	33.3%	34.1%	3.9%	32.3%	49.5%	54.0%	35.6%	72.0%	NewNew Peak	Jul '26
Honeywell (Industrials)	245.65	5.4%	8.5%	10.5%	15.2%	12.1%	11.3%	-6.4%	27.2%	33.3%	26.1%	38.7%	63.4%	-46.0%	Jun '26
Nvidia (IT)	207.69	-2.1%	0.1%	3.8%	4.0%	10.7%	21.6%	38.9%	11.4%	369.1%	964.4%	590.9%	1708.4%	-11.9%	May '26
Broadcom (IT)	391.32	-1.4%	4.5%	2.9%	-6.8%	22.5%	38.7%	50.6%	13.3%	351.7%	788.3%	538.2%	860.5%	-18.7%	Jun '26
Adobe (IT)	212.24	-2.8%	-9.8%	7.5%	-11.2%	-29.5%	-43.0%	-21.3%	-39.4%	-59.2%	-66.1%	-62.4%	-25.8%	-66.6%	Feb '24
Oracle (IT)	120.15	-4.5%	-3.3%	-27.3%	-31.8%	-31.9%	-49.9%	18.1%	-38.0%	5.4%	46.1%	45.2%	96.7%	-63.1%	Sep '25
salesforce.com (IT)	157.51	-3.4%	-8.8%	2.7%	-9.1%	-30.8%	-40.7%	-20.2%	-40.4%	-29.9%	-35.6%	-37.4%	12.3%	-56.7%	Dec '24
Linde PLC (Materials)	505.22	-0.7%	-3.0%	-1.4%	-0.6%	12.3%	8.6%	3.2%	18.9%	36.1%	80.4%	58.1%	94.8%	-7.6%	Jul '26
Sherwin-Williams (Materials)	310.00	-3.1%	-8.3%	-4.0%	-8.2%	-10.9%	-9.0%	-3.8%	-4.1%	18.2%	13.1%	-5.0%	58.8%	-21.6%	Nov '24
American Tower (Real Estate)	164.51	-0.9%	-2.6%	-8.3%	-8.1%	-7.0%	-26.5%	-0.9%	-5.4%	-2.1%	-33.2%	-34.1%	0.8%	-28.0%	Sep '24
Prologis Inc. (Real Estate)	145.43	0.5%	-3.1%	0.1%	2.2%	15.3%	35.5%	25.1%	14.8%	26.7%	30.4%	0.3%	61.6%	-3.1%	Jul '26
NextEra Energy (Utilities)	90.26	1.0%	1.0%	4.4%	-6.2%	7.2%	26.6%	15.5%	13.2%	29.0%	32.4%	10.5%	37.0%	-7.8%	Apr '26
Duke Energy (Utilities)	129.45	1.2%	2.6%	3.5%	2.0%	12.1%	12.1%	12.7%	12.3%	53.3%	50.3%	48.9%	74.3%	-2.2%	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	-0.4%	-0.5%	0.6%	1.4%	6.2%	9.4%	2.2%	21.5%	10.1%	10.6%	32.6%	-1.1%	Jun '26
Moderate-60% Stock	67.99		-0.9%	-1.1%	-1.1%	1.2%	3.2%	11.8%	16.4%	5.1%	41.2%	35.5%	32.0%	67.6%	-2.7%	Jun '26
Mod Agg-80% Stock	54.97	p	EOD	-0.2%	0.7%	3.9%	6.5%	17.0%	19.6%	9.2%	54.7%	49.8%	45.0%	90.5%	-1.5%	Jun '26
Aggressive-90% Stock	34.18	p	EOD	-0.1%	1.0%	5.3%	9.4%	22.0%	20.9%	12.9%	60.7%	54.6%	48.5%	98.3%	-1.2%	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	64840.55	-1.9%	1.6%	3.5%	-17.2%	-27.6%	-45.4%	-6.3%	-25.9%	116.8%	93.1%	39.6%	238.5%	-48.0%	Oct '25
Ethereum	1880.41	-2.7%	0.9%	12.9%	-19.3%	-36.3%	-48.2%	-11.0%	-36.6%	-0.6%	-11.5%	-50.0%	45.2%	-61.1%	Aug '25
BNB	566.54	-0.7%	-1.0%	-1.9%	-11.3%	-36.4%	-27.1%	23.1%	-34.4%	132.4%	89.3%	10.6%	109.1%	-56.8%	Oct '25
Solana	75.73	-2.8%	0.6%	8.7%	-12.1%	-40.5%	-60.0%	-34.2%	-39.2%	196.5%	165.6%	-55.5%	143.0%	-71.1%	Jan '25
Bitcoin ETF	36.71	-1.7%	0.9%	4.0%	-16.7%	-27.6%	-45.5%	-6.4%	-26.1%	-	-	-	-	-48.5%	Oct '25
Grayscale Bitcoin (hi fee)	50.26	-1.6%	1.0%	3.9%	-16.9%	-28.0%	-46.1%	-7.6%	-26.5%	179.9%	104.6%	62.3%	396.3%	-48.9%	Oct '25
Bloomberg Commodities	24.65	0.7%	4.8%	9.5%	0.3%	15.3%	34.7%	14.9%	26.2%	45.3%	66.0%	60.2%	38.9%	-4.9%	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	5.17	0.5%	1.4%	4.7%	5.1%	7.0%	4.5%	1.1%	6.8%	32.4%	168.6%	156.5%	33.1%	-0.2%	May '26
10yr Treasury rate	4.70	1.0%	2.9%	4.7%	8.8%	10.9%	7.2%	-9.0%	13.0%	22.6%	265.7%	188.9%	20.5%	-5.7%	Oct '23
5yr Treasury rate	4.46	1.2%	4.2%	4.7%	12.9%	16.2%	13.4%	-15.0%	19.9%	9.0%	521.3%	226.8%	8.5%	-10.1%	Oct '23
13-week T-bill	3.80	1.5%	2.8%	3.0%	5.7%	6.1%	-10.4%	-15.7%	7.1%	-27.6%	8344.4%	7069.8%	7.6%	-28.9%	Oct '23
Crude Oil	91.76	5.7%	16.2%	25.3%	-4.3%	50.3%	40.6%	-19.9%	59.8%	19.1%	27.3%	20.6%	5.1%	-18.8%	Apr '26
Gold	4047.80	-2.4%	1.6%	-2.0%	-14.0%	-18.7%	19.3%	64.5%	-6.4%	106.1%	124.7%	125.0%	142.3%	-23.9%	Jan '26
USD/EUR	0.88	0.3%	0.6%	0.0%	2.7%	3.3%	3.4%	-11.4%	3.2%	-	-	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	163.78	0.4%	0.9%	1.4%	2.5%	3.3%	11.9%	-0.4%	4.7%	-	-	42.2%	11.6%	NewNew Peak	Jul '26
S&P 500 Volatility Index	19.50	17.2%	16.6%	0.1%	1.0%	21.2%	26.9%	-13.8%	30.4%	43.4%	13.4%	17.5%	-41.9%	-62.7%	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	50.35		-0.10%	-0.2%	-0.3%	-0.2%	0.4%	3.2%	6.1%	0.6%	17.9%	17.8%	17.9%	23.2%	-0.6%	Jun '26
Interm Muni- JPMorgan	49.69		-0.5%	-1.0%	-1.6%	-1.3%	-0.8%	4.1%	4.3%	-0.4%	8.8%	3.5%	3.9%	15.3%	-2.2%	Feb '26
Interm Bond- Janus MSB	44.33		-0.3%	-1.0%	-1.6%	-2.2%	-1.6%	3.7%	8.8%	-1.3%	12.3%	1.5%	2.2%	18.8%	-3.4%	Feb '26
Interm Bond- Vanguard	75.42		-0.3%	-0.9%	-1.3%	-2.1%	-1.7%	1.7%	8.5%	-1.8%	11.7%	-2.0%	0.3%	17.8%	-3.6%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	0.7%	1.2%	2.1%	6.6%	8.2%	2.8%	29.9%	35.3%	31.9%	38.7%	-0.1%	Jul '26
Int’l Bond- JPMorgan	47.63		-0.4%	-0.8%	-1.2%	-0.7%	-1.2%	2.3%	8.2%	-0.5%	17.0%	13.1%	13.2%	27.2%	-2.3%	Feb '26
Long Bond- Vanguard	72.29		-0.5%	-1.6%	-4.0%	-3.6%	-4.1%	1.0%	7.2%	-3.0%	7.3%	-16.5%	-14.2%	21.1%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.33	p	EOD	-0.6%	-0.8%	-0.5%	-0.2%	5.3%	3.3%	0.0%	8.4%	-0.1%	0.2%	15.2%	-1.5%	Feb '26
Long Muni- iShares	56.49		-0.6%	-1.1%	-1.7%	-1.5%	-1.2%	4.8%	3.4%	-0.7%	7.1%	1.1%	1.2%	13.0%	-2.6%	Feb '26

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