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S&P 500

Return

80.5%

[

21.0%

annualized]

Dec 30 2022 - Feb 06 2026

-0.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

51.2%

[

14.2%

annualized]

Dec 30 2022 - Feb 06 2026

New Peak

Russell 2000 (Small Cap)

Return

51.7%

[

14.4%

annualized]

Dec 30 2022 - Feb 06 2026

-1.8%

Below
Peak
Jan '26

Performance Range:

As of Feb 06 04:00 PM EDT, next update at 04:10 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	6930.54	1.9%	-0.1%	-0.2%	3.1%	9.2%	13.9%	16.4%	1.2%	68.6%	78.3%	44.5%	93.8%	-0.7%	Jan '26
DJIA (Large Value)	50109.36	2.5%	2.5%	1.3%	6.8%	13.4%	12.0%	13.0%	4.3%	47.9%	60.9%	37.0%	71.5%	New Peak	Feb '26
Russell 2000 (Small Cap)	2670.96	3.6%	2.2%	3.4%	10.4%	20.2%	15.8%	11.3%	7.6%	36.4%	19.6%	17.5%	58.3%	-1.8%	Jan '26
NASDAQ Comp (Tech/Growth)	23028.59	2.2%	-1.8%	-2.2%	-0.1%	8.8%	16.4%	20.4%	-0.9%	93.7%	66.2%	45.4%	121.1%	-3.9%	Oct '25
Aggregate Bond	100.11	0.04%	0.0%	0.1%	0.5%	2.6%	6.1%	7.2%	0.2%	12.1%	-0.7%	0.7%	17.6%	-0.2%	Jan '26
Corp Bond	110.54	0.04%	0.0%	0.1%	0.4%	2.5%	6.7%	7.9%	0.3%	14.4%	-1.6%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	80.80	0.3%	-0.4%	-0.1%	1.6%	3.1%	7.0%	8.6%	0.2%	26.5%	20.3%	16.7%	36.6%	-0.5%	Jan '26
Preferred	31.48	1.0%	-0.7%	0.1%	2.5%	3.5%	5.1%	4.9%	1.7%	14.3%	10.2%	2.9%	26.3%	-1.5%	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	51.55	2.1%	4.6%	8.5%	22.2%	19.0%	17.6%	9.9%	13.7%	32.5%	54.8%	25.0%	60.5%	-0.7%	Feb '26
Consumer Discretionary/Cyclical	118.01	0.4%	-2.6%	-2.5%	0.4%	6.0%	3.5%	7.4%	-1.2%	60.2%	42.6%	16.1%	74.6%	-5.2%	Jan '26
Financial Services	54.29	1.9%	1.6%	-3.7%	4.0%	5.2%	5.6%	14.9%	-0.9%	55.7%	91.6%	47.1%	89.2%	-3.7%	Jan '26
Real Estate	92.29	1.6%	1.6%	3.3%	4.8%	5.0%	4.4%	3.3%	4.3%	14.0%	26.1%	-6.2%	37.6%	-1.8%	Nov '24
Communication Services	115.83	-0.3%	-3.5%	-1.3%	3.4%	8.2%	13.9%	23.1%	-1.6%	108.0%	70.4%	54.4%	151.8%	-3.5%	Jan '26
Energy	53.31	2.1%	4.4%	16.8%	21.8%	28.0%	24.4%	7.9%	19.2%	37.8%	202.2%	114.7%	48.7%	New Peak	Feb '26
Industrials	173.20	2.9%	4.7%	6.9%	13.9%	15.6%	27.5%	19.3%	11.7%	76.7%	110.0%	75.8%	114.9%	New Peak	Feb '26
Technology	141.20	4.1%	-1.9%	-3.7%	-2.2%	7.7%	21.0%	24.6%	-1.9%	106.1%	117.0%	66.0%	148.3%	-7.0%	Oct '25
Consumer Staples/Defensive	87.97	1.2%	5.3%	13.6%	17.3%	9.4%	13.7%	1.5%	13.3%	29.8%	52.5%	26.9%	42.0%	New Peak	Feb '26
Healthcare	157.73	1.9%	1.9%	-0.2%	8.5%	21.9%	9.1%	14.5%	1.9%	25.6%	47.7%	20.7%	36.5%	-1.2%	Jan '26
Utilities	43.37	0.6%	0.3%	1.1%	-1.2%	2.7%	13.9%	16.0%	1.6%	38.8%	58.7%	38.2%	55.8%	-5.9%	Oct '25

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	146.32	2.2%	0.6%	1.4%	5.9%	12.9%	21.6%	22.4%	3.4%	69.4%	69.1%	47.7%	100.6%	-0.5%	Jan '26
MSCI Emerging Markets	60.06	2.6%	1.6%	4.9%	11.4%	24.2%	42.2%	34.0%	9.8%	60.6%	20.1%	34.7%	89.7%	-1.1%	Jan '26
FTSE Europe	88.49	2.0%	1.1%	3.6%	12.2%	17.0%	33.4%	35.8%	5.8%	62.0%	69.0%	46.5%	114.7%	-0.5%	Jan '26
MSCI Japan	89.40	3.8%	4.3%	7.6%	11.8%	22.0%	34.8%	25.9%	10.7%	69.9%	45.8%	47.6%	101.0%	New Peak	Feb '26
MSCI India	53.30	0.7%	3.0%	-1.4%	-0.6%	2.0%	4.8%	2.7%	-1.4%	34.4%	35.8%	15.5%	32.7%	-9.3%	Sep '24
MSCI China	61.65	2.6%	-1.2%	-1.7%	-2.4%	6.9%	28.3%	31.0%	2.6%	28.7%	-25.3%	8.9%	66.7%	-6.8%	Oct '25
International Bond	48.55	0.02%	0.0%	0.2%	0.0%	1.1%	2.4%	2.9%	0.5%	13.5%	0.1%	1.9%	18.0%	-0.3%	Oct '25
iShares Latin America	36.05	2.4%	2.0%	13.5%	23.6%	45.4%	60.1%	52.7%	18.4%	75.0%	79.2%	105.1%	84.0%	-1.7%	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	636.00	2.1%	0.0%	0.0%	3.5%	10.0%	15.5%	17.8%	1.4%	76.0%	91.6%	53.4%	103.2%	-0.6%	Jan '26
US Large Growth	457.22	2.5%	-1.9%	-3.9%	-3.1%	3.4%	11.2%	18.3%	-3.4%	96.5%	87.6%	52.4%	123.8%	-6.9%	Oct '25
US Large Value	224.78	1.8%	2.2%	3.8%	11.2%	16.6%	17.7%	15.7%	6.9%	49.7%	74.5%	44.5%	75.4%	New Peak	Feb '26

US MidCap Blend	301.18	2.5%	1.7%	0.6%	5.6%	6.7%	10.4%	11.6%	3.8%	42.7%	49.1%	26.6%	68.9%	New Peak	Jan '26
US MidCap Growth	274.22	3.0%	-1.0%	-5.0%	-2.7%	-4.8%	0.7%	10.7%	-1.8%	41.4%	26.9%	12.3%	65.7%	-7.9%	Oct '25
US MidCap Value	191.13	2.2%	3.4%	4.7%	11.9%	15.6%	18.0%	12.1%	7.8%	41.4%	70.7%	39.2%	68.3%	New Peak	Feb '26

US Small Blend	277.59	3.2%	2.9%	3.0%	11.3%	16.1%	12.5%	8.9%	7.6%	42.3%	40.8%	29.6%	68.1%	New Peak	Jan '26
US Small Growth	339.60	4.3%	1.0%	0.7%	6.4%	16.8%	14.1%	12.9%	5.1%	45.2%	7.4%	17.9%	67.3%	-4.0%	Jan '26
US Small Value	200.54	2.9%	3.4%	6.7%	15.5%	25.8%	20.8%	12.4%	10.7%	38.0%	49.2%	29.2%	62.8%	New Peak	Feb '26

Foreign Large Blend	102.63	2.3%	1.9%	4.4%	11.2%	17.4%	32.3%	31.6%	6.9%	60.0%	60.6%	46.6%	103.8%	New Peak	Feb '26
Foreign Growth	119.47	2.6%	0.5%	1.3%	6.5%	11.5%	19.3%	20.7%	4.9%	38.7%	27.4%	15.9%	75.7%	-1.8%	Jan '26
Foreign Value	77.85	2.1%	3.3%	7.5%	15.9%	23.1%	45.4%	42.2%	9.0%	82.9%	98.7%	82.6%	134.2%	New Peak	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	23.11		0.2%	-1.1%	-1.6%	-1.2%	-1.1%	1.6%	3.6%	-1.3%	21.9%	27.7%	23.7%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.65		0.04%	0.0%	0.1%	1.0%	2.3%	4.5%	5.2%	0.1%	21.0%	24.7%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.67		0.3%	-0.4%	-1.3%	0.3%	2.0%	5.3%	6.9%	-1.1%	24.2%	27.3%	25.5%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.48	p	EOD	0.0%	0.3%	1.7%	3.7%	8.1%	8.9%	0.4%	36.9%	60.8%	47.8%	41.1%	-0.1%	Jan '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	54.81		2.1%	0.3%	0.6%	5.6%	10.2%	16.3%	17.7%	2.7%	80.9%	128.9%	91.5%	111.5%	-0.5%	Jan '26
Int’l Min Volatility- Franklin	39.98		1.3%	4.1%	7.4%	14.3%	23.1%	33.3%	27.1%	8.6%	79.5%	127.6%	93.6%	107.9%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.16	p	EOD	-0.3%	-1.6%	7.6%	12.2%	1.8%	3.0%	3.7%	74.4%	117.3%	93.5%	98.9%	-4.2%	Jan '26
Small Value- Avantis	115.27		3.0%	5.5%	8.6%	19.4%	25.4%	19.1%	7.4%	13.0%	46.7%	94.4%	53.0%	75.6%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	64.06		2.0%	2.9%	4.0%	12.7%	17.3%	14.1%	9.0%	6.5%	38.3%	95.1%	47.1%	59.2%	New Peak	Feb '26
Growth- S&P Momentum	119.97		3.4%	0.1%	-0.9%	1.8%	3.5%	17.5%	26.6%	0.5%	125.6%	131.8%	95.3%	140.0%	-3.2%	Oct '25
Invesco S&P Quality	79.89		2.5%	3.2%	3.4%	9.5%	12.3%	14.9%	13.2%	6.4%	78.5%	97.6%	58.4%	108.7%	New Peak	Feb '26
Rotation Factor- BlackRock	61.63		2.3%	0.2%	0.1%	3.3%	10.5%	17.0%	20.0%	1.3%	97.3%	105.3%	71.3%	132.1%	-0.5%	Feb '26
US Min Volatility- Fidelity	68.61		1.0%	0.8%	1.8%	5.2%	9.1%	11.1%	11.8%	2.8%	51.6%	70.4%	39.8%	70.5%	-0.1%	Feb '26
Derivative Income- JPMorgan	59.13		1.5%	1.0%	2.0%	6.6%	9.1%	8.2%	8.1%	3.3%	36.2%	60.4%	33.8%	52.7%	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	15.95	p	EOD	0.2%	0.0%	1.8%	1.0%	5.8%	6.5%	0.9%	26.9%	32.5%	30.6%	30.2%	-0.8%	Aug '25
Multistrategy- AQR	14.26	p	EOD	-0.1%	0.7%	2.9%	8.2%	14.2%	16.4%	1.8%	45.2%	79.1%	67.2%	49.4%	-0.8%	Jan '26
Long Short- AQR	20.89	p	EOD	-0.1%	-1.4%	5.3%	11.7%	25.2%	34.4%	-1.3%	109.3%	219.9%	154.9%	143.1%	-1.9%	Dec '25
Mkt Neutral- BlackRock	14.62	p	EOD	-0.7%	-1.2%	4.9%	8.4%	14.8%	18.3%	0.3%	61.1%	68.9%	69.5%	70.1%	-1.6%	Feb '26
Multi Strategy- Variant	26.34	p	EOD	0.1%	0.1%	1.3%	3.2%	6.4%	7.2%	0.1%	22.0%	48.1%	33.9%	25.5%	New Peak	Jan '26
Long Short- First Trust	71.56		1.3%	-0.2%	0.4%	1.1%	7.6%	6.6%	9.1%	0.8%	49.6%	63.7%	44.8%	60.1%	-0.8%	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)	323.04	-2.5%	-4.4%	2.8%	13.5%	65.0%	69.3%	66.0%	3.2%	216.3%	211.6%	124.5%	233.6%	-6.0%	Feb '26
Meta (Communications)	661.72	-1.3%	-7.6%	0.2%	7.0%	-14.2%	-6.8%	13.1%	0.2%	258.1%	148.5%	96.8%	422.6%	-16.1%	Aug '25
Amazon (Cyclical)	210.23	-5.6%	-12.1%	-12.7%	-13.5%	-5.4%	-12.0%	5.2%	-8.9%	105.7%	25.4%	23.4%	86.2%	-17.2%	Nov '25
Tesla (Cyclical)	411.31	3.5%	-4.4%	-5.0%	-7.8%	28.6%	9.9%	11.4%	-8.5%	111.2%	44.8%	2.8%	89.3%	-16.0%	Dec '25
Procter & Gamble (Defensive)	159.29	0.4%	5.0%	13.8%	9.0%	4.9%	-3.8%	-12.3%	11.1%	20.8%	38.5%	8.1%	39.1%	-9.0%	Dec '24
PepsiCo (Defensive)	170.50	1.8%	11.0%	22.7%	21.6%	23.5%	22.0%	-1.8%	18.8%	9.6%	41.1%	11.7%	11.8%	-4.7%	May '23
Coca-Cola (Defensive)	79.14	0.8%	5.8%	16.7%	15.4%	15.5%	28.6%	15.6%	13.2%	43.9%	85.3%	50.4%	58.2%	New Peak	Feb '26
Exxon Mobil (Energy)	149.29	2.2%	5.6%	23.3%	31.5%	42.7%	42.7%	16.0%	24.1%	48.1%	265.7%	170.8%	69.5%	New Peak	Feb '26
Chevron (Energy)	181.09	1.0%	2.4%	15.7%	19.7%	21.2%	24.7%	10.1%	18.8%	21.1%	150.9%	78.4%	31.3%	-0.1%	Feb '26
JPMorgan Chase (Financial)	322.32	3.9%	5.4%	-3.7%	3.3%	11.7%	18.8%	37.3%	0.5%	143.8%	165.3%	122.4%	236.5%	-3.7%	Jan '26
Visa (Financial)	331.93	0.9%	3.1%	-7.2%	-1.3%	-1.9%	-3.8%	11.8%	-5.4%	48.0%	64.9%	54.5%	90.9%	-10.8%	Jun '25
Mastercard (Financial)	549.36	-0.5%	2.0%	-5.2%	-0.6%	-3.2%	-2.6%	9.0%	-3.6%	49.9%	66.9%	51.8%	97.6%	-8.0%	Aug '25
Bank of America (Financial)	56.53	2.9%	6.3%	-1.2%	6.6%	25.8%	21.2%	28.0%	2.8%	68.2%	97.1%	35.5%	106.0%	-1.2%	Jan '26
UnitedHealth (Health)	276.37	2.9%	-3.7%	-20.8%	-13.5%	13.9%	-46.6%	-33.1%	-16.3%	-38.6%	-7.6%	-41.1%	-41.4%	-54.5%	Nov '24
Johnson & Johnson (Health)	240.11	1.0%	5.7%	17.2%	29.2%	42.7%	61.2%	47.5%	16.0%	61.0%	68.3%	57.4%	62.7%	New Peak	Feb '26
Eli Lilly (Health)	1056.72	3.5%	1.9%	-0.7%	12.9%	42.1%	22.3%	40.2%	-1.7%	220.5%	451.9%	303.7%	234.3%	-4.8%	Nov '25
Union Pacific (Industrials)	252.98	0.6%	7.6%	8.3%	16.7%	13.6%	6.4%	3.9%	9.4%	29.9%	38.6%	12.0%	42.2%	New Peak	Feb '26
Honeywell (Industrials)	238.50	2.0%	4.8%	16.4%	22.5%	16.7%	23.2%	-6.4%	22.3%	32.3%	38.1%	33.2%	57.0%	New Peak	Feb '26
Nvidia (IT)	185.46	7.9%	-3.0%	-1.0%	-1.4%	3.4%	44.2%	38.9%	-0.6%	780.3%	1268.4%	516.9%	1514.7%	-10.4%	Oct '25
Broadcom (IT)	332.82	7.2%	0.5%	-3.2%	-6.2%	10.7%	45.2%	50.6%	-3.8%	478.9%	693.9%	441.7%	715.2%	-19.3%	Dec '25
Adobe (IT)	268.61	-0.3%	-8.4%	-20.1%	-17.9%	-22.3%	-38.3%	-21.3%	-23.3%	-28.4%	-45.4%	-52.4%	-6.1%	-57.7%	Feb '24
Oracle (IT)	143.06	4.8%	-13.1%	-26.0%	-41.2%	-44.0%	-16.2%	18.1%	-26.4%	67.5%	140.9%	72.3%	133.4%	-56.2%	Sep '25
salesforce.com (IT)	191.53	0.8%	-9.8%	-27.1%	-19.8%	-22.9%	-41.7%	-20.2%	-27.7%	14.7%	-18.9%	-24.1%	36.2%	-47.5%	Dec '24
Linde PLC (Materials)	448.11	-2.5%	-1.9%	2.5%	8.3%	-4.3%	-1.4%	3.2%	5.1%	44.3%	86.6%	39.7%	72.2%	-7.0%	Sep '25
Sherwin-Williams (Materials)	361.75	0.2%	2.0%	6.4%	8.7%	3.6%	-0.1%	-3.8%	11.6%	52.9%	58.3%	10.7%	84.9%	-8.7%	Nov '24
American Tower (Real Estate)	171.43	-0.03%	-4.4%	-2.5%	-2.8%	-16.4%	-6.5%	-0.9%	-2.4%	-14.0%	-14.8%	-32.0%	4.0%	-25.7%	Sep '24
Prologis Inc. (Real Estate)	136.95	0.6%	4.9%	7.4%	11.3%	31.7%	19.6%	25.1%	7.3%	14.6%	47.6%	-6.3%	50.9%	New Peak	Feb '26
NextEra Energy (Utilities)	89.49	0.3%	1.8%	10.4%	9.9%	28.7%	33.2%	15.5%	11.5%	29.3%	21.6%	8.8%	34.9%	-0.5%	Feb '26
Duke Energy (Utilities)	121.88	-1.2%	0.4%	3.5%	-0.9%	-1.0%	10.3%	12.7%	4.0%	34.8%	56.5%	37.8%	61.3%	-4.7%	Oct '25

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	15.89	p	EOD	-0.1%	0.2%	1.5%	4.2%	8.4%	9.4%	0.8%	22.1%	10.8%	9.1%	30.7%	-0.4%	Jan '26
Moderate-60% Stock	66.74		1.3%	0.6%	1.4%	4.4%	9.5%	16.2%	16.4%	2.7%	44.6%	40.4%	28.9%	63.7%	New Peak	Jan '26
Mod Agg-80% Stock	51.54	p	EOD	-1.1%	-0.2%	3.9%	9.6%	17.4%	19.6%	1.6%	53.2%	49.6%	34.9%	77.3%	-2.0%	Jan '26
Aggressive-90% Stock	30.89	p	EOD	-1.5%	-0.2%	4.5%	11.1%	18.6%	20.9%	2.0%	54.4%	51.3%	34.2%	79.2%	-2.4%	Jan '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	70020.38	11.7%	-16.8%	-25.3%	-30.9%	-39.1%	-27.5%	-6.3%	-20.0%	207.6%	83.6%	50.7%	265.5%	-43.9%	Oct '25
Ethereum	2052.50	12.7%	-24.0%	-37.7%	-38.0%	-44.3%	-23.7%	-11.0%	-30.8%	27.0%	19.4%	-45.4%	58.5%	-57.5%	Aug '25
BNB	658.18	8.5%	-23.2%	-28.3%	-30.7%	-14.5%	15.0%	23.1%	-23.8%	102.7%	870.1%	28.5%	142.9%	-49.8%	Oct '25
Solana	86.95	11.2%	-25.9%	-38.4%	-43.9%	-48.3%	-54.2%	-34.2%	-30.1%	282.9%	1201.3%	-48.9%	179.0%	-66.8%	Jan '25
Bitcoin ETF	39.74	10.1%	-16.3%	-24.2%	-30.6%	-39.3%	-27.9%	-6.4%	-19.9%	-	-	-	-	-44.2%	Oct '25
Grayscale Bitcoin (hi fee)	54.71	10.2%	-16.3%	-24.2%	-30.7%	-39.7%	-28.7%	-7.6%	-20.0%	407.7%	59.9%	76.7%	440.3%	-44.4%	Oct '25
Bloomberg Commodities	21.09	0.8%	-2.9%	4.9%	10.9%	19.5%	17.3%	14.9%	8.0%	26.1%	64.1%	37.1%	18.9%	-5.6%	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	4.86	-0.1%	-0.3%	-0.2%	3.6%	0.9%	4.4%	1.1%	0.3%	32.2%	145.9%	140.8%	25.0%	-4.9%	Oct '23
10yr Treasury rate	4.21	-0.10%	-0.8%	0.6%	2.8%	-0.3%	-5.3%	-9.0%	1.0%	15.7%	259.5%	158.4%	7.8%	-15.7%	Oct '23
5yr Treasury rate	3.75	0.1%	-1.1%	0.9%	1.8%	-0.2%	-12.1%	-15.0%	0.9%	-1.5%	704.1%	175.1%	-8.7%	-24.3%	Oct '23
13-week T-bill	3.59	0.3%	0.5%	2.0%	-4.6%	-13.1%	-14.8%	-15.7%	1.2%	-20.8%	15508.7%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	63.44	0.2%	-2.7%	11.0%	6.7%	-1.4%	-10.2%	-19.9%	10.5%	-14.4%	11.6%	-16.6%	-27.3%	-32.3%	Sep '23
Gold	4968.10	2.2%	5.4%	10.8%	24.8%	47.0%	74.0%	64.5%	14.9%	166.2%	174.3%	176.1%	197.4%	-6.6%	Jan '26
EUR/USD	1.18	0.2%	-1.2%	0.9%	2.9%	1.4%	13.7%	12.9%	0.7%	9.6%	-1.2%	4.0%	21.8%	-1.6%	Jan '26
USD/JPY	157.11	0.12%	2.6%	0.3%	2.0%	6.7%	3.0%	-0.4%	0.4%	19.0%	48.8%	36.4%	7.1%	-2.8%	Jul '24
S&P 500 Volatility Index	17.52	-19.5%	0.5%	18.8%	-10.2%	4.5%	13.0%	-13.8%	17.2%	-9.8%	-16.1%	5.5%	-47.8%	-66.5%	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	51.05		-0.06%	0.1%	0.3%	1.3%	2.6%	5.9%	6.1%	0.5%	19.8%	18.5%	17.8%	23.0%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.85		-0.03%	0.0%	0.5%	1.0%	4.6%	4.1%	4.3%	0.7%	10.8%	5.8%	5.0%	16.6%	New Peak	Feb '26
Interm Bond- Janus MSB	45.85		0.12%	0.2%	0.3%	1.1%	4.1%	7.8%	8.8%	0.4%	14.2%	3.1%	3.9%	20.8%	-0.3%	Jan '26
Interm Bond- Vanguard	77.88		-0.03%	0.0%	-0.2%	0.4%	2.3%	7.2%	8.5%	0.0%	14.2%	-0.1%	2.1%	19.9%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.01	p	EOD	0.0%	0.3%	1.7%	3.8%	7.6%	8.2%	0.5%	30.2%	38.1%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	49.03		0.08%	-0.2%	0.3%	1.2%	3.0%	7.2%	8.2%	0.7%	18.7%	14.7%	14.5%	28.7%	-0.3%	Jan '26
Long Bond- Vanguard	76.28		0.10%	0.1%	0.2%	-0.1%	2.6%	5.6%	7.2%	0.6%	10.1%	-10.5%	-11.1%	25.5%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.49	p	EOD	0.3%	0.5%	0.7%	4.8%	3.0%	3.3%	0.7%	10.1%	2.0%	0.9%	16.0%	New Peak	Feb '26
Long Muni- iShares	57.92		0.01%	0.0%	0.5%	1.4%	5.5%	4.5%	3.4%	0.8%	9.5%	3.0%	2.8%	14.7%	New Peak	Feb '26

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