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S&P 500

Return

74.7%

[

19.0%

annualized]

Dec 30 2022 - Mar 16 2026

-3.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

41.7%

[

11.5%

annualized]

Dec 30 2022 - Mar 16 2026

-6.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.3%

[

11.6%

annualized]

Dec 30 2022 - Mar 16 2026

-7.8%

Below
Peak
Jan '26

Performance Range:

As of Mar 16 02:20 PM EDT, next update at 02:30 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	6707.13	1.1%	-1.3%	-1.9%	-1.4%	1.5%	18.9%	16.4%	-2.0%	69.4%	69.3%	39.8%	87.5%	-3.9%	Jan '26
DJIA (Large Value)	46979.53	0.9%	-1.6%	-5.1%	-2.4%	2.7%	13.2%	13.0%	-2.3%	45.7%	43.1%	28.4%	60.8%	-6.4%	Feb '26
Russell 2000 (Small Cap)	2505.75	1.0%	-1.9%	-5.3%	-0.5%	4.3%	22.6%	11.3%	1.0%	41.5%	8.0%	10.3%	48.5%	-7.8%	Jan '26
NASDAQ Comp (Tech/Growth)	22417.38	1.4%	-1.2%	-0.6%	-3.0%	0.4%	26.3%	20.4%	-3.5%	91.3%	66.4%	41.6%	115.2%	-6.4%	Oct '25
Aggregate Bond	99.55	0.3%	-0.9%	-1.1%	0.1%	0.4%	5.0%	7.2%	0.0%	12.0%	1.4%	0.5%	17.3%	-1.5%	Feb '26
Corp Bond	108.64	0.4%	-2.0%	-2.3%	-1.0%	-1.4%	4.9%	7.9%	-1.1%	14.8%	1.1%	-2.3%	23.9%	-2.4%	Feb '26
High Yield Bond	79.51	0.4%	-0.8%	-1.2%	-0.5%	0.4%	6.3%	8.6%	-0.9%	27.9%	20.2%	15.4%	35.1%	-1.6%	Jan '26
Preferred	30.76	0.3%	-1.3%	-2.8%	-0.7%	-2.3%	4.2%	4.9%	-0.5%	19.3%	7.1%	0.7%	23.6%	-3.6%	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	49.35	0.3%	-1.3%	-7.4%	10.2%	9.9%	17.0%	9.9%	8.8%	36.4%	39.5%	19.7%	53.6%	-8.0%	Feb '26
Consumer Discretionary/Cyclical	112.21	1.2%	-2.1%	-3.4%	-7.8%	-7.0%	15.1%	7.4%	-6.0%	60.8%	39.7%	10.4%	66.0%	-9.9%	Jan '26
Financial Services	49.28	0.8%	-2.1%	-4.6%	-9.5%	-7.4%	3.0%	14.9%	-10.0%	61.5%	57.0%	33.5%	71.7%	-12.6%	Jan '26
Real Estate	93.33	1.3%	-0.5%	-1.3%	5.7%	3.2%	7.6%	3.3%	5.5%	27.7%	21.3%	-5.1%	39.2%	-2.7%	Mar '26
Communication Services	115.12	0.6%	-2.1%	0.5%	-1.0%	-2.2%	20.6%	23.1%	-2.2%	114.0%	59.1%	53.4%	150.2%	-4.1%	Jan '26
Energy	57.95	0.4%	2.9%	6.6%	33.4%	31.3%	33.4%	7.9%	29.6%	64.0%	171.8%	133.4%	61.7%	New Peak	Mar '26
Industrials	166.13	0.9%	-2.8%	-4.6%	6.8%	10.2%	28.4%	19.3%	7.1%	77.0%	86.4%	68.6%	106.1%	-7.1%	Mar '26
Technology	139.36	1.9%	-0.3%	-0.1%	-2.1%	2.6%	31.1%	24.6%	-3.2%	98.3%	116.6%	63.9%	145.1%	-8.2%	Oct '25
Consumer Staples/Defensive	85.04	0.4%	-1.1%	-5.0%	8.1%	8.2%	9.9%	1.5%	9.5%	26.9%	45.7%	22.6%	37.2%	-5.5%	Feb '26
Healthcare	150.99	0.8%	-2.1%	-4.2%	-1.6%	11.2%	6.0%	14.5%	-2.5%	24.4%	41.8%	15.5%	30.7%	-5.8%	Feb '26
Utilities	47.22	0.5%	0.8%	1.5%	10.5%	13.8%	23.1%	16.0%	10.6%	53.1%	73.6%	50.4%	69.6%	-1.1%	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	141.52	1.4%	-1.1%	-3.0%	1.1%	4.1%	22.5%	22.4%	0.0%	70.6%	61.5%	42.8%	94.0%	-4.8%	Feb '26
MSCI Emerging Markets	58.29	2.6%	-0.3%	-4.6%	10.0%	11.5%	33.9%	34.0%	6.5%	65.9%	20.6%	30.7%	84.1%	-7.9%	Feb '26
FTSE Europe	83.45	1.6%	-1.4%	-5.9%	1.4%	6.0%	18.8%	35.8%	-0.2%	58.9%	54.4%	38.2%	102.5%	-7.8%	Feb '26
MSCI Japan	84.98	1.9%	-0.8%	-9.5%	5.1%	8.4%	26.4%	25.9%	5.3%	65.7%	38.0%	40.3%	91.1%	-9.6%	Feb '26
MSCI India	48.52	1.0%	-2.9%	-8.3%	-8.4%	-9.9%	-0.8%	2.7%	-10.2%	26.5%	21.2%	5.1%	20.8%	-17.4%	Sep '24
MSCI China	58.68	1.6%	1.8%	-2.8%	-1.7%	-8.4%	4.6%	31.0%	-2.3%	34.6%	-22.6%	3.7%	58.7%	-11.3%	Oct '25
International Bond	48.23	0.5%	-0.6%	-1.0%	0.0%	0.3%	3.7%	2.9%	0.0%	12.5%	0.9%	1.4%	17.4%	-1.8%	Feb '26
iShares Latin America	34.05	2.7%	-1.0%	-6.1%	13.2%	22.2%	50.0%	52.7%	11.8%	73.6%	76.5%	93.7%	73.8%	-8.8%	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	615.93	1.1%	-1.3%	-1.7%	-1.0%	2.1%	20.5%	17.8%	-1.8%	76.4%	81.7%	48.5%	96.8%	-3.7%	Jan '26
US Large Growth	443.96	1.3%	-1.9%	-0.7%	-5.5%	-4.1%	20.7%	18.3%	-6.2%	92.4%	87.7%	48.0%	117.3%	-9.6%	Oct '25
US Large Value	216.84	1.0%	-0.9%	-3.1%	3.6%	8.1%	18.6%	15.7%	3.1%	55.0%	57.3%	39.4%	69.2%	-3.8%	Feb '26

US MidCap Blend	292.03	1.0%	-2.0%	-3.3%	0.3%	1.4%	15.3%	11.6%	0.6%	49.7%	40.7%	22.8%	63.8%	-4.9%	Feb '26
US MidCap Growth	266.83	1.4%	-2.9%	-2.4%	-5.0%	-7.9%	10.2%	10.7%	-4.4%	44.9%	27.2%	9.3%	61.3%	-10.3%	Oct '25
US MidCap Value	184.86	0.9%	-1.4%	-3.9%	4.1%	8.5%	18.4%	12.1%	4.2%	51.3%	51.0%	34.6%	62.8%	-4.9%	Feb '26

US Small Blend	263.63	1.2%	-1.6%	-4.6%	1.8%	3.9%	19.5%	8.9%	2.2%	49.5%	28.6%	23.1%	59.7%	-5.8%	Feb '26
US Small Growth	319.53	1.4%	-1.8%	-4.5%	-2.4%	1.9%	23.0%	12.9%	-1.1%	47.5%	5.0%	10.9%	57.4%	-9.7%	Jan '26
US Small Value	188.94	1.2%	-1.3%	-5.5%	2.5%	8.6%	26.0%	12.4%	4.3%	46.6%	24.9%	21.7%	53.3%	-6.0%	Feb '26

Foreign Large Blend	97.96	1.7%	-1.0%	-6.0%	3.2%	6.9%	21.2%	31.6%	2.0%	58.8%	49.8%	40.0%	94.6%	-7.3%	Feb '26
Foreign Growth	114.50	1.8%	-1.2%	-6.1%	1.2%	2.3%	13.3%	20.7%	0.5%	36.8%	23.3%	11.1%	68.3%	-7.2%	Feb '26
Foreign Value	73.87	1.6%	-1.0%	-6.1%	5.0%	11.3%	29.3%	42.2%	3.4%	82.2%	78.6%	73.3%	122.3%	-7.6%	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	22.98		0.2%	0.4%	0.0%	-1.7%	-1.9%	2.2%	3.6%	-1.3%	23.3%	27.2%	23.6%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.40		0.05%	-0.1%	-0.3%	0.5%	1.6%	4.6%	5.2%	0.0%	21.3%	24.4%	23.4%	25.6%	-0.4%	Jan '26
Bank Loan- Invesco	20.55		0.4%	0.2%	0.0%	-0.8%	1.0%	5.7%	6.9%	-1.2%	26.3%	27.8%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.52	p	EOD	0.1%	0.3%	1.2%	3.2%	7.8%	8.9%	0.8%	36.6%	59.7%	48.3%	41.6%	New Peak	Mar '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	52.46		1.1%	-1.5%	-3.3%	-0.4%	2.0%	20.8%	17.7%	-1.7%	81.0%	101.4%	83.3%	102.5%	-4.9%	Feb '26
Int’l Min Volatility- Franklin	40.04		0.7%	1.0%	-1.1%	10.5%	18.8%	30.2%	27.1%	8.7%	82.6%	113.9%	93.9%	108.2%	-3.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.63	p	EOD	-3.2%	-7.0%	-3.7%	-0.9%	9.7%	3.0%	-2.6%	69.0%	86.5%	81.8%	86.8%	-10.7%	Feb '26
Small Value- Avantis	107.23		0.9%	-1.6%	-6.7%	3.6%	7.8%	25.3%	7.4%	5.1%	54.1%	56.1%	42.3%	63.3%	-7.2%	Feb '26
Mid Value- Pacer Cash Cows	62.66		0.7%	-1.4%	-2.3%	4.3%	10.8%	17.0%	9.0%	4.1%	47.8%	72.0%	43.9%	55.7%	-3.5%	Feb '26
Growth- S&P Momentum	117.45		1.1%	-1.6%	-0.7%	-0.8%	-2.6%	26.1%	26.6%	-1.6%	129.8%	134.9%	91.2%	135.0%	-5.2%	Oct '25
Invesco S&P Quality	76.60		0.8%	-1.9%	-3.5%	1.7%	6.2%	16.7%	13.2%	2.1%	74.7%	86.8%	51.8%	100.1%	-5.4%	Feb '26
Rotation Factor- BlackRock	59.93		1.2%	-0.8%	-1.0%	-0.7%	2.6%	23.3%	20.0%	-1.4%	98.2%	94.4%	66.6%	125.7%	-3.3%	Feb '26
US Min Volatility- Fidelity	66.50		0.9%	-1.4%	-1.6%	0.2%	2.0%	12.2%	11.8%	-0.4%	50.7%	63.4%	35.5%	65.3%	-3.1%	Feb '26
Derivative Income- JPMorgan	57.64		1.0%	-1.3%	-2.2%	1.5%	4.9%	9.4%	8.1%	1.3%	36.7%	53.1%	31.2%	49.8%	-3.2%	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	16.38	p	EOD	1.3%	1.9%	3.5%	2.9%	8.2%	6.5%	3.6%	30.0%	37.1%	34.2%	33.7%	New Peak	Mar '26
Multistrategy- AQR	14.39	p	EOD	-0.2%	0.6%	4.0%	6.1%	13.4%	16.4%	2.7%	48.4%	76.8%	68.7%	50.8%	-1.4%	Feb '26
Long Short- AQR	20.40	p	EOD	-1.1%	-1.4%	-2.3%	5.5%	20.6%	34.4%	-3.6%	106.3%	189.2%	148.9%	137.4%	-4.2%	Dec '25
Mkt Neutral- BlackRock	14.83	p	EOD	-1.1%	2.6%	2.6%	5.8%	17.2%	18.3%	1.7%	63.9%	67.3%	72.0%	72.6%	-1.1%	Mar '26
Multi Strategy- Variant	26.57	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	0.9%	22.1%	47.7%	35.1%	26.6%	New Peak	Mar '26
Long Short- First Trust	70.04		0.8%	-1.1%	-1.1%	-0.9%	2.3%	10.4%	9.1%	-1.3%	47.5%	59.6%	41.7%	56.7%	-2.9%	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)	305.30	1.0%	-0.3%	-0.1%	-0.4%	21.6%	85.0%	66.0%	-2.5%	206.6%	195.2%	112.2%	215.3%	-11.2%	Feb '26
Meta (Communications)	624.43	1.7%	-3.5%	-2.4%	-5.0%	-19.7%	3.0%	13.1%	-5.4%	206.8%	125.1%	85.7%	393.2%	-20.8%	Aug '25
Amazon (Cyclical)	210.60	1.4%	-1.4%	5.9%	-5.4%	-10.0%	6.4%	5.2%	-8.8%	110.5%	36.2%	23.6%	86.5%	-17.1%	Nov '25
Tesla (Cyclical)	398.09	1.8%	-0.1%	-4.6%	-18.7%	-5.6%	59.2%	11.4%	-11.5%	116.2%	76.4%	-0.5%	83.2%	-18.7%	Dec '25
Procter & Gamble (Defensive)	151.74	0.7%	-2.2%	-5.2%	5.2%	-2.6%	-7.2%	-12.3%	6.6%	14.6%	33.5%	3.7%	33.4%	-12.7%	Dec '24
PepsiCo (Defensive)	158.35	-1.0%	-2.0%	-3.7%	6.3%	15.2%	10.8%	-1.8%	11.3%	-0.7%	38.0%	4.7%	4.8%	-10.7%	May '23
Coca-Cola (Defensive)	78.00	0.9%	0.3%	-0.9%	10.8%	18.6%	15.3%	15.6%	11.6%	40.5%	75.5%	48.2%	55.9%	-4.4%	Feb '26
Exxon Mobil (Energy)	157.36	0.8%	4.6%	6.0%	38.1%	39.3%	45.5%	16.0%	31.6%	72.5%	222.4%	187.4%	79.9%	New Peak	Mar '26
Chevron (Energy)	197.55	0.4%	4.3%	8.6%	35.9%	26.4%	31.5%	10.1%	30.9%	45.4%	126.0%	96.6%	44.7%	New Peak	Mar '26
JPMorgan Chase (Financial)	285.78	0.8%	-1.4%	-5.5%	-9.0%	-6.7%	25.5%	37.3%	-10.9%	134.7%	111.4%	97.2%	198.3%	-14.6%	Jan '26
Visa (Financial)	308.39	0.4%	-2.4%	-1.8%	-10.5%	-8.9%	-6.4%	11.8%	-11.9%	45.1%	42.4%	43.8%	77.7%	-16.9%	Jun '25
Mastercard (Financial)	503.49	1.1%	-2.7%	-2.9%	-10.9%	-13.9%	-4.0%	9.0%	-11.7%	47.2%	35.5%	39.2%	81.1%	-15.7%	Aug '25
Bank of America (Financial)	47.13	0.9%	-1.6%	-9.8%	-13.5%	-6.0%	17.9%	28.0%	-13.8%	75.9%	41.4%	13.6%	72.7%	-17.2%	Jan '26
UnitedHealth (Health)	287.14	1.8%	0.7%	-2.1%	-14.1%	-14.9%	-40.0%	-33.1%	-13.0%	-36.0%	-12.5%	-38.8%	-39.1%	-52.8%	Nov '24
Johnson & Johnson (Health)	242.88	0.6%	0.1%	0.3%	16.7%	39.3%	53.3%	47.5%	18.0%	72.4%	73.3%	60.0%	65.5%	-2.3%	Mar '26
Eli Lilly (Health)	986.23	0.12%	-2.2%	-5.2%	-6.3%	29.4%	22.1%	40.2%	-8.1%	206.0%	443.0%	277.4%	212.5%	-11.0%	Nov '25
Union Pacific (Industrials)	243.08	0.3%	-4.2%	-6.3%	3.6%	13.8%	4.8%	3.9%	5.6%	35.0%	28.5%	8.2%	37.3%	-8.9%	Mar '26
Honeywell (Industrials)	234.97	0.2%	-1.1%	-2.2%	19.1%	19.5%	21.6%	-6.4%	21.0%	40.6%	30.4%	31.9%	55.4%	-5.3%	Mar '26
Nvidia (IT)	185.45	2.9%	1.5%	1.4%	4.3%	6.0%	52.4%	38.9%	-0.6%	626.7%	1298.7%	516.9%	1514.6%	-10.4%	Oct '25
Broadcom (IT)	327.65	1.7%	-5.2%	0.8%	-3.8%	-8.7%	69.1%	50.6%	-5.3%	438.4%	661.7%	433.2%	702.5%	-20.5%	Dec '25
Adobe (IT)	253.18	1.5%	-10.4%	-4.1%	-27.2%	-28.2%	-35.9%	-21.3%	-27.7%	-28.3%	-43.8%	-55.1%	-11.5%	-60.1%	Feb '24
Oracle (IT)	155.17	0.04%	2.4%	-3.1%	-17.5%	-49.2%	5.0%	18.1%	-20.2%	89.7%	148.6%	86.9%	153.2%	-52.5%	Sep '25
salesforce.com (IT)	197.62	2.5%	-0.6%	4.2%	-22.4%	-17.1%	-28.8%	-20.2%	-25.4%	6.8%	-6.7%	-21.7%	40.6%	-45.9%	Dec '24
Linde PLC (Materials)	495.68	0.4%	2.8%	3.1%	17.0%	5.5%	9.9%	3.2%	16.3%	51.8%	95.3%	54.6%	90.5%	-2.7%	Mar '26
Sherwin-Williams (Materials)	322.61	0.9%	-3.2%	-12.4%	-1.4%	-8.2%	-4.8%	-3.8%	-0.2%	50.4%	41.1%	-1.1%	65.3%	-18.4%	Nov '24
American Tower (Real Estate)	185.58	0.6%	-0.6%	-3.4%	4.6%	-2.9%	-8.9%	-0.9%	5.7%	0.2%	-3.6%	-26.4%	12.6%	-19.6%	Sep '24
Prologis Inc. (Real Estate)	134.57	2.1%	-0.4%	-3.2%	5.5%	18.9%	24.5%	25.1%	5.4%	22.3%	48.5%	-8.0%	48.3%	-5.7%	Mar '26
NextEra Energy (Utilities)	92.96	0.2%	1.0%	-0.2%	15.1%	34.9%	30.2%	15.5%	16.6%	33.1%	40.4%	13.8%	41.1%	-2.2%	Feb '26
Duke Energy (Utilities)	133.66	0.4%	2.0%	4.3%	16.6%	13.1%	15.2%	12.7%	15.0%	54.6%	74.5%	52.4%	78.4%	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	15.72	p	EOD	-1.4%	-2.1%	0.1%	1.0%	7.9%	9.4%	-0.3%	21.9%	11.0%	7.9%	29.3%	-2.7%	Feb '26
Moderate-60% Stock	65.21		1.0%	-1.0%	-2.5%	1.0%	3.1%	15.9%	16.4%	0.3%	45.3%	36.3%	26.0%	59.9%	-3.6%	Feb '26
Mod Agg-80% Stock	50.39	p	EOD	-2.2%	-4.0%	0.3%	2.7%	18.4%	19.6%	-0.7%	55.4%	44.9%	31.9%	73.3%	-5.4%	Feb '26
Aggressive-90% Stock	30.10	p	EOD	-2.3%	-4.4%	0.8%	3.4%	20.2%	20.9%	-0.6%	56.7%	46.3%	30.7%	74.6%	-6.3%	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	74256.47	2.0%	8.6%	7.8%	-15.5%	-36.4%	-11.6%	-6.3%	-15.1%	196.4%	30.7%	59.8%	287.6%	-40.5%	Oct '25
Ethereum	2338.18	7.4%	17.3%	14.1%	-21.1%	-48.1%	22.5%	-11.0%	-21.2%	39.4%	29.4%	-37.8%	80.6%	-51.6%	Aug '25
BNB	679.57	0.9%	7.1%	9.8%	-22.3%	-28.9%	15.7%	23.1%	-21.3%	106.0%	163.3%	32.7%	150.8%	-48.1%	Oct '25
Solana	94.63	2.6%	11.4%	12.2%	-26.8%	-60.1%	-29.0%	-34.2%	-24.0%	379.6%	594.7%	-44.4%	203.6%	-63.9%	Jan '25
Bitcoin ETF	42.03	4.1%	7.4%	7.9%	-15.4%	-36.7%	-12.7%	-6.4%	-15.3%	-	-	-	-	-41.0%	Oct '25
Grayscale Bitcoin (hi fee)	57.81	4.2%	7.5%	7.8%	-15.6%	-37.0%	-13.7%	-7.6%	-15.4%	355.4%	28.3%	86.7%	470.8%	-41.3%	Oct '25
Bloomberg Commodities	23.66	-1.7%	2.2%	12.9%	23.4%	27.3%	30.4%	14.9%	21.1%	46.3%	77.1%	53.8%	33.4%	-2.3%	Mar '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	4.86	-0.9%	2.6%	3.5%	0.8%	4.7%	5.4%	1.1%	0.5%	30.9%	103.4%	141.2%	25.2%	-4.7%	Oct '23
10yr Treasury rate	4.23	-1.4%	2.2%	4.2%	1.9%	5.0%	-1.9%	-9.0%	1.5%	17.9%	160.7%	159.6%	8.3%	-15.3%	Oct '23
5yr Treasury rate	3.81	-1.7%	2.0%	5.5%	3.1%	6.3%	-6.7%	-15.0%	2.3%	1.8%	362.3%	179.0%	-7.4%	-23.2%	Oct '23
13-week T-bill	3.61	0.06%	0.3%	0.3%	1.7%	-7.3%	-13.9%	-15.7%	1.6%	-20.4%	44962.5%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	93.92	-4.9%	-0.9%	49.3%	69.9%	45.6%	39.8%	-19.9%	63.6%	37.4%	44.9%	23.4%	7.6%	-4.9%	Mar '26
Gold	5006.50	-0.9%	-1.7%	-0.3%	16.3%	35.7%	67.2%	64.5%	15.7%	160.9%	189.3%	178.2%	199.7%	-5.9%	Jan '26
USD/EUR	0.87	0.10%	0.1%	3.1%	2.1%	3.1%	-5.7%	-11.4%	2.1%	-8.1%	3.6%	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	159.11	-0.06%	0.4%	4.1%	2.6%	8.7%	7.5%	-0.4%	1.7%	19.7%	45.8%	38.2%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	23.91	-12.1%	-6.2%	16.1%	45.1%	46.1%	9.8%	-13.8%	59.9%	4.0%	20.8%	44.0%	-28.8%	-54.3%	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	50.69		0.09%	-0.6%	-0.6%	0.4%	1.3%	4.8%	6.1%	0.1%	19.3%	18.2%	17.4%	22.6%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.54		0.02%	-0.4%	-0.7%	0.6%	1.5%	4.2%	4.3%	0.4%	11.2%	6.8%	4.7%	16.2%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.65		0.5%	-0.6%	-1.0%	0.6%	1.5%	6.5%	8.8%	0.3%	14.1%	3.8%	3.9%	20.8%	-1.4%	Feb '26
Interm Bond- Vanguard	77.43		0.3%	-0.9%	-1.2%	-0.2%	0.2%	5.9%	8.5%	-0.3%	13.7%	2.6%	1.9%	19.6%	-1.7%	Feb '26
Multisector Bond- Intrepid	8.88	p	EOD	-0.1%	-0.8%	0.0%	0.9%	6.3%	8.2%	-0.5%	29.3%	34.7%	27.6%	34.2%	-1.3%	Jan '26
Int’l Bond- JPMorgan	47.96		0.3%	-1.0%	-2.3%	-0.8%	-0.3%	5.1%	8.2%	-1.1%	17.9%	13.5%	12.4%	26.3%	-2.6%	Feb '26
Long Bond- Vanguard	74.27		0.7%	-3.0%	-3.5%	-1.7%	-3.2%	3.4%	7.2%	-1.7%	10.4%	-6.8%	-13.1%	22.7%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.5%	-1.1%	0.3%	1.2%	3.1%	3.3%	0.0%	10.7%	2.7%	0.2%	15.2%	-1.6%	Feb '26
Long Muni- iShares	57.49		0.10%	-0.4%	-0.9%	0.7%	2.0%	4.5%	3.4%	0.3%	9.4%	3.6%	2.3%	14.2%	-1.3%	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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