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S&P 500

Return

78.9%

[

20.1%

annualized]

Dec 30 2022 - Mar 02 2026

-1.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.3%

[

13.0%

annualized]

Dec 30 2022 - Mar 02 2026

-2.7%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.4%

[

13.7%

annualized]

Dec 30 2022 - Mar 02 2026

-2.6%

Below
Peak
Jan '26

Performance Range:

As of Mar 02 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	6868.79	-0.1%	0.5%	-1.5%	0.6%	7.1%	15.4%	16.4%	0.3%	72.5%	77.5%	43.2%	92.0%	-1.6%	Jan '26
DJIA (Large Value)	48830.98	-0.3%	0.1%	-1.2%	2.9%	7.8%	11.4%	13.0%	1.6%	48.0%	55.6%	33.5%	67.2%	-2.7%	Feb '26
Russell 2000 (Small Cap)	2648.72	0.6%	1.1%	0.3%	7.5%	12.6%	22.5%	11.3%	6.7%	39.2%	18.7%	16.6%	56.9%	-2.6%	Jan '26
NASDAQ Comp (Tech/Growth)	22689.58	0.09%	0.3%	-3.8%	-3.1%	6.6%	20.4%	20.4%	-2.4%	97.9%	69.8%	43.3%	117.8%	-5.3%	Oct '25
Aggregate Bond	100.64	-0.8%	-0.5%	0.9%	1.1%	3.5%	5.4%	7.2%	1.1%	16.2%	1.4%	1.6%	18.6%	-0.8%	Feb '26
Corp Bond	110.89	-0.7%	-0.7%	0.8%	0.7%	3.6%	5.8%	7.9%	1.0%	20.0%	1.0%	-0.3%	26.5%	-0.7%	Feb '26
High Yield Bond	80.32	-0.5%	-0.7%	-0.6%	0.6%	2.3%	6.2%	8.6%	0.1%	28.9%	20.5%	16.6%	36.4%	-0.8%	Feb '26
Preferred	31.44	0.11%	-0.2%	0.0%	2.8%	2.9%	5.1%	4.9%	2.1%	17.5%	11.9%	3.4%	26.9%	-1.2%	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	53.22	-0.3%	0.5%	7.2%	21.1%	17.4%	22.3%	9.9%	17.4%	35.3%	55.0%	29.1%	65.7%	-0.7%	Feb '26
Consumer Discretionary/Cyclical	115.19	-1.4%	0.2%	-5.6%	-2.4%	0.5%	7.6%	7.4%	-3.5%	65.0%	47.1%	13.3%	70.5%	-7.5%	Jan '26
Financial Services	51.35	-0.1%	1.2%	-5.0%	-2.5%	-3.5%	-0.2%	14.9%	-6.2%	52.1%	68.6%	39.1%	79.0%	-8.9%	Jan '26
Real Estate	95.72	0.03%	0.9%	6.5%	7.4%	7.5%	6.0%	3.3%	8.2%	26.1%	31.8%	-2.7%	42.8%	New Peak	Mar '26
Communication Services	117.55	-0.4%	1.9%	-1.8%	2.3%	6.4%	16.6%	23.1%	-0.1%	126.5%	69.4%	56.7%	155.5%	-2.1%	Jan '26
Energy	56.96	1.9%	3.3%	13.8%	27.4%	28.0%	29.4%	7.9%	27.4%	46.4%	179.8%	129.4%	58.9%	New Peak	Mar '26
Industrials	178.68	0.9%	2.2%	6.7%	17.4%	19.6%	32.8%	19.3%	15.2%	82.4%	108.1%	81.3%	121.7%	New Peak	Mar '26
Technology	139.05	0.2%	0.4%	-4.3%	-3.7%	7.3%	24.1%	24.6%	-3.4%	107.1%	117.8%	63.5%	144.5%	-8.4%	Oct '25
Consumer Staples/Defensive	88.90	-1.2%	-0.1%	5.2%	13.8%	11.9%	9.9%	1.5%	14.4%	33.0%	58.7%	28.2%	43.5%	-1.2%	Feb '26
Healthcare	158.38	-1.1%	-0.1%	1.7%	3.0%	16.2%	8.2%	14.5%	2.3%	30.3%	50.8%	21.2%	37.1%	-1.1%	Feb '26
Utilities	47.46	-0.6%	1.7%	11.3%	8.8%	14.5%	23.2%	16.0%	11.2%	59.7%	85.7%	51.2%	70.5%	-0.6%	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	146.33	-0.7%	0.0%	0.0%	4.6%	11.4%	23.1%	22.4%	3.4%	73.6%	70.0%	47.7%	100.6%	-1.6%	Feb '26
MSCI Emerging Markets	61.45	-1.8%	-0.3%	3.7%	14.8%	25.1%	45.6%	34.0%	12.3%	68.9%	26.5%	37.8%	94.1%	-2.9%	Feb '26
FTSE Europe	88.14	-2.3%	-1.5%	-0.1%	9.2%	15.2%	29.5%	35.8%	5.4%	61.7%	65.9%	45.9%	113.9%	-2.6%	Feb '26
MSCI Japan	89.89	-2.7%	-1.6%	4.7%	13.1%	19.4%	37.4%	25.9%	11.3%	75.2%	47.8%	48.4%	102.1%	-4.3%	Feb '26
MSCI India	51.01	-2.4%	-3.0%	-4.3%	-5.3%	-2.6%	6.1%	2.7%	-5.6%	30.8%	29.3%	10.5%	27.0%	-13.2%	Sep '24
MSCI China	58.47	-1.0%	-3.8%	-5.1%	-4.9%	-4.0%	11.5%	31.0%	-2.7%	25.6%	-25.5%	3.3%	58.1%	-11.6%	Oct '25
International Bond	48.95	-0.5%	-0.2%	1.1%	1.3%	2.8%	3.3%	2.9%	1.5%	17.1%	2.2%	3.0%	19.2%	-0.5%	Feb '26
iShares Latin America	36.23	-0.7%	-0.5%	1.7%	17.8%	37.4%	69.6%	52.7%	19.0%	78.4%	91.5%	106.1%	84.9%	-2.9%	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	630.37	-0.11%	0.4%	-1.5%	0.9%	7.7%	16.8%	17.8%	0.5%	79.7%	90.5%	52.0%	101.4%	-1.5%	Jan '26
US Large Growth	450.60	0.09%	0.6%	-3.6%	-5.4%	2.2%	14.6%	18.3%	-4.8%	99.5%	91.8%	50.2%	120.6%	-8.3%	Oct '25
US Large Value	224.93	-0.3%	0.8%	1.5%	8.4%	13.2%	17.8%	15.7%	6.9%	54.3%	69.4%	44.6%	75.5%	-0.3%	Feb '26

US MidCap Blend	305.96	-0.08%	1.9%	2.9%	5.9%	7.0%	14.9%	11.6%	5.4%	48.9%	50.0%	28.7%	71.6%	-0.4%	Feb '26
US MidCap Growth	278.13	-0.12%	2.8%	0.2%	-1.3%	-2.8%	7.7%	10.7%	-0.4%	46.0%	31.3%	13.9%	68.1%	-6.5%	Oct '25
US MidCap Value	194.29	-0.02%	1.3%	4.6%	11.2%	14.3%	19.7%	12.1%	9.5%	48.4%	66.6%	41.5%	71.1%	-0.1%	Feb '26

US Small Blend	278.32	0.4%	1.4%	2.4%	9.0%	11.5%	18.8%	8.9%	7.9%	46.3%	40.1%	29.9%	68.6%	-0.6%	Feb '26
US Small Growth	337.83	0.8%	1.5%	-0.5%	4.9%	10.8%	22.8%	12.9%	4.6%	47.1%	11.7%	17.3%	66.5%	-4.5%	Jan '26
US Small Value	198.55	0.5%	0.6%	1.4%	10.8%	15.9%	25.5%	12.4%	9.6%	41.8%	41.0%	27.9%	61.1%	-1.2%	Feb '26

Foreign Large Blend	103.11	-2.1%	-1.3%	1.7%	10.5%	15.9%	30.9%	31.6%	7.4%	62.7%	60.1%	47.3%	104.8%	-2.4%	Feb '26
Foreign Growth	120.26	-2.2%	-1.2%	0.4%	7.6%	11.3%	20.0%	20.7%	5.6%	43.3%	29.8%	16.7%	76.8%	-2.5%	Feb '26
Foreign Value	78.04	-2.2%	-1.3%	2.8%	13.3%	20.2%	42.3%	42.2%	9.3%	82.9%	93.1%	83.1%	134.8%	-2.4%	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	22.69		-0.4%	-1.3%	-2.7%	-2.8%	-3.0%	0.1%	3.6%	-2.6%	20.5%	25.3%	22.0%	27.6%	-3.4%	Jan '26
Ultra Short- Janus AAA CLO	50.47		0.2%	-0.5%	-0.4%	0.7%	1.8%	4.5%	5.2%	0.1%	20.7%	24.4%	23.5%	25.7%	-0.6%	Feb '26
Bank Loan- Invesco	20.22		0.05%	-0.8%	-2.2%	-1.7%	-0.2%	3.3%	6.9%	-2.7%	22.4%	25.9%	23.4%	29.6%	-3.0%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.0%	0.3%	1.3%	3.5%	7.8%	8.9%	0.7%	36.7%	60.3%	48.2%	41.5%	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	54.25		-0.3%	-0.2%	-1.2%	2.7%	8.1%	18.7%	17.7%	1.7%	82.6%	116.1%	89.6%	109.4%	-1.7%	Feb '26
Int’l Min Volatility- Franklin	41.18		-1.0%	0.2%	6.4%	14.1%	22.6%	35.2%	27.1%	11.8%	83.1%	130.0%	99.4%	114.1%	-1.0%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.74	p	EOD	2.2%	0.4%	7.3%	8.9%	13.7%	3.0%	6.1%	72.3%	111.5%	98.0%	103.5%	-2.8%	Feb '26
Small Value- Avantis	113.46		0.4%	0.5%	2.5%	12.7%	15.0%	24.3%	7.4%	11.3%	46.3%	78.5%	50.6%	72.8%	-1.8%	Feb '26
Mid Value- Pacer Cash Cows	64.76		-0.3%	1.5%	3.6%	9.7%	13.5%	15.7%	9.0%	7.6%	42.0%	93.1%	48.7%	60.9%	-0.3%	Feb '26
Growth- S&P Momentum	119.97		0.4%	1.7%	-0.2%	0.9%	4.2%	21.1%	26.6%	0.5%	127.3%	141.1%	95.3%	140.0%	-3.2%	Oct '25
Invesco S&P Quality	80.59		-0.4%	1.5%	2.5%	8.5%	12.9%	16.0%	13.2%	7.4%	83.7%	100.0%	59.8%	110.6%	-0.4%	Feb '26
Rotation Factor- BlackRock	61.00		-0.07%	0.4%	-1.5%	0.6%	7.9%	18.3%	20.0%	0.3%	101.7%	102.7%	69.6%	129.7%	-1.5%	Feb '26
US Min Volatility- Fidelity	68.19		-0.4%	0.8%	-0.7%	1.6%	6.4%	10.5%	11.8%	2.2%	54.9%	71.9%	39.0%	69.5%	-0.7%	Feb '26
Derivative Income- JPMorgan	59.37		-0.9%	0.4%	1.6%	5.3%	8.2%	8.6%	8.1%	4.3%	39.6%	62.5%	35.1%	54.3%	-0.9%	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	16.03	p	EOD	0.9%	1.4%	2.2%	-0.2%	6.4%	6.5%	1.4%	24.7%	35.0%	31.3%	30.8%	-0.3%	Feb '26
Multistrategy- AQR	14.60	p	EOD	0.6%	2.0%	5.3%	10.2%	14.5%	16.4%	4.2%	42.7%	82.2%	71.2%	53.0%	New Peak	Feb '26
Long Short- AQR	21.04	p	EOD	0.7%	-0.6%	3.4%	11.0%	23.5%	34.4%	-0.6%	100.7%	212.4%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	14.97	p	EOD	2.0%	0.7%	5.4%	8.9%	19.1%	18.3%	2.7%	65.7%	70.3%	73.6%	74.2%	New Peak	Feb '26
Multi Strategy- Variant	26.48	p	EOD	0.1%	0.6%	1.2%	3.4%	6.7%	7.2%	0.6%	22.0%	47.8%	34.6%	26.2%	New Peak	Feb '26
Long Short- First Trust	71.22		-0.05%	0.4%	-1.2%	-0.3%	6.4%	8.4%	9.1%	0.3%	49.4%	63.2%	44.1%	59.3%	-1.2%	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)	305.46	-2.0%	-1.9%	-11.1%	-3.2%	44.8%	80.1%	66.0%	-2.4%	234.5%	198.2%	112.3%	215.5%	-11.1%	Feb '26
Meta (Communications)	651.08	0.4%	2.2%	-7.8%	0.7%	-11.3%	-2.3%	13.1%	-1.4%	275.7%	153.1%	93.7%	414.2%	-17.5%	Aug '25
Amazon (Cyclical)	207.68	-1.1%	1.2%	-14.5%	-11.4%	-7.8%	-2.2%	5.2%	-10.0%	125.4%	34.2%	21.9%	84.0%	-18.2%	Nov '25
Tesla (Cyclical)	399.83	-0.7%	0.0%	-5.2%	-6.9%	21.4%	36.5%	11.4%	-11.1%	109.4%	74.7%	0.0%	84.0%	-18.4%	Dec '25
Procter & Gamble (Defensive)	164.00	-1.9%	-0.7%	7.1%	13.2%	5.3%	-3.1%	-12.3%	15.2%	26.5%	50.2%	12.1%	44.2%	-5.7%	Dec '24
PepsiCo (Defensive)	167.66	-1.2%	-0.4%	8.0%	13.9%	13.8%	13.6%	-1.8%	16.8%	6.1%	49.2%	9.9%	10.0%	-6.2%	May '23
Coca-Cola (Defensive)	80.39	-1.4%	-0.2%	6.7%	13.7%	18.1%	16.2%	15.6%	15.0%	47.3%	86.5%	52.7%	60.7%	-1.4%	Feb '26
Exxon Mobil (Energy)	154.28	1.2%	2.3%	12.2%	34.6%	36.6%	43.3%	16.0%	29.1%	53.4%	233.2%	181.7%	76.3%	-0.2%	Feb '26
Chevron (Energy)	189.22	1.3%	2.3%	9.8%	27.2%	19.4%	24.7%	10.1%	25.4%	32.2%	127.5%	88.3%	38.6%	New Peak	Mar '26
JPMorgan Chase (Financial)	297.58	-0.9%	0.0%	-3.4%	-2.9%	0.2%	14.7%	37.3%	-7.2%	126.5%	125.3%	105.3%	210.6%	-11.1%	Jan '26
Visa (Financial)	320.31	0.05%	4.5%	-3.9%	-2.6%	-8.1%	-11.0%	11.8%	-8.5%	49.6%	54.0%	49.4%	84.6%	-13.7%	Jun '25
Mastercard (Financial)	520.88	0.7%	5.0%	-6.2%	-4.4%	-11.7%	-9.1%	9.0%	-8.6%	49.1%	47.7%	44.0%	87.4%	-12.8%	Aug '25
Bank of America (Financial)	49.83	0.00%	-2.4%	-7.8%	-5.8%	-0.1%	10.6%	28.0%	-9.4%	59.9%	58.3%	19.5%	81.6%	-13.0%	Jan '26
UnitedHealth (Health)	293.87	0.2%	4.1%	2.9%	-8.8%	-3.6%	-36.6%	-33.1%	-11.0%	-35.0%	-4.7%	-37.4%	-37.7%	-51.7%	Nov '24
Johnson & Johnson (Health)	248.18	-0.10%	1.5%	8.1%	21.5%	41.0%	54.6%	47.5%	20.6%	78.0%	79.7%	63.5%	69.1%	-0.1%	Feb '26
Eli Lilly (Health)	1018.40	-3.2%	-3.8%	-2.3%	-2.5%	39.0%	11.4%	40.2%	-5.1%	230.5%	424.4%	289.7%	222.7%	-8.1%	Nov '25
Union Pacific (Industrials)	267.15	0.8%	1.8%	14.2%	16.3%	21.7%	10.8%	3.9%	16.1%	35.4%	42.8%	18.9%	50.9%	New Peak	Mar '26
Honeywell (Industrials)	247.45	1.6%	2.3%	9.3%	28.7%	22.0%	26.0%	-6.4%	27.5%	44.0%	40.8%	38.9%	63.7%	New Peak	Mar '26
Nvidia (IT)	182.21	2.8%	-4.9%	-1.8%	0.4%	6.7%	45.9%	38.9%	-2.3%	682.3%	1262.9%	506.1%	1486.4%	-12.0%	Oct '25
Broadcom (IT)	316.74	-0.9%	-4.1%	-4.3%	-16.8%	6.6%	60.3%	50.6%	-8.5%	453.4%	632.7%	415.5%	675.8%	-23.2%	Dec '25
Adobe (IT)	262.01	-0.2%	6.2%	-10.7%	-18.8%	-24.2%	-40.3%	-21.3%	-25.1%	-21.4%	-43.8%	-53.6%	-8.4%	-58.7%	Feb '24
Oracle (IT)	148.85	2.4%	5.3%	-7.0%	-25.8%	-33.6%	-9.5%	18.1%	-23.4%	77.4%	139.1%	79.3%	142.9%	-54.5%	Sep '25
salesforce.com (IT)	192.60	-1.1%	8.1%	-8.6%	-17.8%	-23.6%	-34.9%	-20.2%	-27.3%	4.5%	-8.7%	-23.7%	37.0%	-47.2%	Dec '24
Linde PLC (Materials)	508.64	0.11%	2.1%	10.5%	24.9%	8.0%	10.4%	3.2%	19.3%	50.4%	114.6%	58.6%	95.5%	New Peak	Mar '26
Sherwin-Williams (Materials)	355.97	-1.8%	-2.3%	-0.1%	5.5%	-1.1%	-0.9%	-3.8%	9.9%	62.8%	61.5%	8.9%	82.0%	-10.1%	Nov '24
American Tower (Real Estate)	189.43	-1.3%	-0.3%	9.1%	8.8%	-3.8%	-4.6%	-0.9%	7.9%	6.1%	5.1%	-24.9%	14.9%	-17.9%	Sep '24
Prologis Inc. (Real Estate)	142.21	-0.3%	1.0%	9.7%	11.2%	29.9%	18.8%	25.1%	11.4%	25.5%	65.1%	-2.7%	56.7%	-0.3%	Feb '26
NextEra Energy (Utilities)	92.43	-1.4%	-1.1%	7.8%	10.0%	29.0%	35.6%	15.5%	15.9%	39.7%	39.3%	13.2%	40.3%	-2.7%	Feb '26
Duke Energy (Utilities)	131.76	0.7%	3.1%	11.2%	11.0%	10.0%	16.1%	12.7%	13.4%	58.0%	83.4%	50.2%	75.9%	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	16.16	p	EOD	0.4%	1.6%	2.8%	5.8%	9.6%	9.4%	2.5%	27.3%	13.8%	11.0%	33.0%	New Peak	Feb '26
Moderate-60% Stock	66.99		-0.5%	0.0%	0.7%	3.8%	8.8%	16.9%	16.4%	3.0%	48.7%	41.4%	29.4%	64.3%	-0.9%	Feb '26
Mod Agg-80% Stock	53.04	p	EOD	0.9%	1.5%	5.6%	11.4%	21.9%	19.6%	4.6%	61.6%	54.6%	38.9%	82.4%	-0.4%	Feb '26
Aggressive-90% Stock	31.90	p	EOD	0.7%	1.3%	6.9%	13.4%	24.4%	20.9%	5.4%	63.2%	57.5%	38.6%	85.1%	-0.7%	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	68940.27	4.9%	6.7%	-12.4%	-24.5%	-38.0%	-18.3%	-6.3%	-21.2%	193.7%	42.5%	48.4%	259.9%	-44.7%	Oct '25
Ethereum	2035.74	5.0%	9.7%	-13.2%	-32.1%	-52.9%	-9.0%	-11.0%	-31.4%	23.6%	36.4%	-45.9%	57.2%	-57.9%	Aug '25
BNB	633.76	2.5%	6.4%	-18.2%	-27.7%	-25.6%	7.9%	23.1%	-26.6%	111.3%	164.6%	23.7%	133.9%	-51.6%	Oct '25
Solana	87.49	4.7%	12.5%	-16.3%	-36.9%	-58.2%	-40.9%	-34.2%	-29.7%	298.0%	526.8%	-48.6%	180.7%	-66.6%	Jan '25
Bitcoin ETF	39.13	5.2%	7.0%	-11.5%	-24.3%	-37.9%	-18.3%	-6.4%	-21.2%	-	-	-	-	-45.1%	Oct '25
Grayscale Bitcoin (hi fee)	53.76	5.1%	7.0%	-11.6%	-24.5%	-38.2%	-19.3%	-7.6%	-21.4%	417.0%	34.9%	73.7%	430.9%	-45.4%	Oct '25
Bloomberg Commodities	22.32	2.3%	3.6%	8.2%	13.7%	22.1%	25.5%	14.9%	14.3%	33.1%	68.3%	45.1%	25.8%	New Peak	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	4.70	1.4%	0.0%	-4.3%	-0.9%	-5.5%	4.0%	1.1%	-2.9%	16.8%	112.0%	133.0%	21.0%	-7.9%	Oct '23
10yr Treasury rate	4.05	2.2%	0.5%	-5.3%	-0.9%	-5.4%	-4.3%	-9.0%	-2.8%	-0.6%	186.1%	148.6%	3.7%	-18.8%	Oct '23
5yr Treasury rate	3.62	3.1%	1.1%	-5.6%	-1.0%	-3.3%	-10.1%	-15.0%	-2.7%	-16.3%	436.4%	165.3%	-11.9%	-27.0%	Oct '23
13-week T-bill	3.59	0.3%	0.1%	0.3%	-2.2%	-11.0%	-14.4%	-15.7%	1.2%	-24.0%	10157.1%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	72.53	8.2%	9.4%	16.7%	23.7%	10.6%	4.0%	-19.9%	26.3%	-7.2%	21.4%	-4.7%	-16.9%	-22.6%	Sep '23
Gold	5350.30	2.3%	2.8%	15.7%	27.8%	50.7%	88.6%	64.5%	23.7%	191.8%	208.7%	197.3%	220.3%	New Peak	Mar '26
EUR/USD	1.17	-1.0%	-1.3%	-1.4%	0.7%	0.4%	12.4%	12.9%	-0.5%	9.5%	-3.0%	2.7%	20.4%	-2.8%	Jan '26
USD/JPY	157.44	0.9%	2.0%	1.4%	1.2%	6.0%	5.0%	-0.4%	0.7%	15.6%	47.3%	36.7%	7.3%	-2.6%	Jul '24
S&P 500 Volatility Index	21.75	9.5%	3.5%	33.1%	31.1%	26.7%	10.8%	-13.8%	45.5%	11.0%	-9.8%	31.0%	-35.2%	-58.4%	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	51.03		-0.1%	0.0%	0.4%	1.2%	2.5%	5.4%	6.1%	0.8%	20.5%	18.9%	18.2%	23.4%	-0.1%	Feb '26
Interm Muni- JPMorgan	51.03		-0.5%	-0.3%	0.6%	1.6%	4.9%	4.1%	4.3%	1.3%	13.8%	8.5%	5.7%	17.3%	-0.5%	Feb '26
Interm Bond- Janus MSB	46.08		-0.4%	-0.6%	1.0%	1.7%	4.7%	6.8%	8.8%	1.3%	18.7%	4.3%	4.9%	22.0%	-0.6%	Feb '26
Interm Bond- Vanguard	78.39		-0.8%	-0.5%	1.2%	1.0%	3.1%	6.6%	8.5%	1.0%	18.8%	2.5%	3.2%	21.2%	-0.8%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	-0.3%	-0.4%	0.6%	2.4%	6.1%	8.2%	0.1%	29.7%	36.0%	28.4%	34.9%	-0.8%	Jan '26
Int’l Bond- JPMorgan	49.01		-0.8%	-0.7%	0.2%	1.2%	3.2%	6.6%	8.2%	1.0%	20.6%	16.5%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	76.53		-1.0%	-1.0%	1.0%	0.6%	4.6%	4.6%	7.2%	1.4%	17.8%	-7.2%	-10.4%	26.5%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.57	p	EOD	0.3%	1.2%	1.9%	5.8%	3.2%	3.3%	1.6%	13.7%	5.0%	1.8%	17.0%	New Peak	Feb '26
Long Muni- iShares	58.10		-0.5%	-0.2%	0.6%	1.7%	5.8%	4.2%	3.4%	1.4%	12.7%	5.4%	3.4%	15.4%	-0.5%	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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