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S&P 500

Return

94.1%

[

20.6%

annualized]

Dec 30 2022 - Jul 17 2026

DJIA (Large Value)

Return

57.4%

[

13.6%

annualized]

Dec 30 2022 - Jul 17 2026

Russell 2000 (Small Cap)

Return

67.6%

[

15.7%

annualized]

Dec 30 2022 - Jul 17 2026

Performance Range:

As of Jul 17 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	7453.86	-1.1%	-1.6%	0.5%	4.6%	7.4%	18.4%	16.4%	8.9%	64.8%	72.3%	55.4%	108.4%	-2.0%	Jun '26
DJIA (Large Value)	52161.90	-0.7%	-0.9%	1.3%	5.5%	5.7%	17.3%	13.0%	8.5%	50.8%	50.4%	42.6%	78.6%	-1.7%	Jul '26
Russell 2000 (Small Cap)	2952.63	-0.7%	-0.8%	1.2%	6.3%	10.3%	31.0%	11.3%	19.0%	51.3%	36.5%	29.9%	74.9%	-2.4%	Jun '26
NASDAQ Comp (Tech/Growth)	25502.66	-1.5%	-3.0%	-2.0%	4.2%	8.5%	22.1%	20.4%	9.7%	79.0%	76.8%	61.1%	144.8%	-5.9%	Jun '26
Aggregate Bond	98.21	0.08%	0.1%	-0.4%	-1.3%	-0.5%	3.6%	7.2%	-0.4%	11.4%	-1.3%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	107.57	0.06%	0.1%	-1.1%	-1.9%	-1.2%	3.3%	7.9%	-0.9%	13.3%	-3.9%	-2.1%	24.1%	-2.6%	Feb '26
High Yield Bond	79.72	-0.09%	0.0%	0.0%	-0.6%	0.3%	4.5%	8.6%	0.9%	25.3%	18.8%	17.5%	37.5%	-0.7%	May '26
Preferred	30.33	-0.1%	-0.7%	-2.4%	-3.2%	-3.0%	1.6%	4.9%	-0.5%	17.9%	3.1%	0.7%	23.6%	-4.4%	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	50.47	-0.8%	-0.8%	-3.0%	-2.7%	4.1%	13.8%	9.9%	11.8%	27.8%	36.9%	23.0%	57.9%	-5.4%	Feb '26
Consumer Discretionary/Cyclical	115.42	-1.6%	-1.6%	-0.1%	-4.1%	-5.4%	5.4%	7.4%	-3.2%	34.4%	34.8%	13.8%	71.1%	-7.1%	Jan '26
Financial Services	56.19	-1.0%	0.9%	4.0%	7.2%	3.7%	8.3%	14.9%	3.1%	69.7%	69.0%	53.0%	96.8%	-1.0%	Jul '26
Real Estate	99.96	-0.11%	2.7%	4.5%	3.4%	9.1%	14.7%	3.3%	14.2%	30.4%	14.0%	2.7%	50.7%	-0.1%	Jul '26
Communication Services	110.34	-2.1%	-1.2%	1.0%	-7.4%	-3.9%	4.5%	23.1%	-6.0%	70.1%	43.3%	47.5%	140.6%	-7.8%	Jan '26
Energy	57.56	1.0%	4.5%	5.3%	4.6%	21.5%	36.0%	7.9%	29.6%	54.7%	181.4%	133.4%	61.7%	-8.0%	Mar '26
Industrials	179.46	-0.4%	-1.4%	-0.1%	3.4%	7.8%	19.4%	19.3%	16.0%	71.4%	89.4%	82.6%	123.3%	-3.3%	Jul '26
Technology	175.59	-1.1%	-5.5%	-5.5%	13.8%	20.7%	35.1%	24.6%	22.1%	100.7%	142.3%	106.7%	209.1%	-11.4%	Jun '26
Consumer Staples/Defensive	85.14	-0.8%	1.2%	1.8%	3.3%	4.3%	7.2%	1.5%	10.2%	23.8%	35.8%	23.5%	38.2%	-4.9%	Feb '26
Healthcare	161.16	-0.4%	0.2%	6.9%	8.3%	3.9%	23.0%	14.5%	4.5%	28.7%	35.3%	23.8%	40.1%	-2.0%	Jul '26
Utilities	45.15	-0.7%	-0.6%	1.6%	-2.2%	4.8%	12.0%	16.0%	6.5%	48.6%	57.3%	44.9%	63.4%	-4.7%	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	154.77	-1.0%	-1.8%	-0.7%	2.6%	6.7%	20.2%	22.4%	9.4%	65.0%	66.2%	56.2%	112.2%	-3.3%	Jun '26
MSCI Emerging Markets	63.28	-1.4%	-5.4%	-7.7%	-0.6%	9.4%	30.5%	34.0%	15.7%	64.7%	32.2%	41.9%	99.8%	-11.1%	Jun '26
FTSE Europe	88.43	-0.4%	-0.2%	-0.9%	-0.7%	3.1%	16.4%	35.8%	6.3%	52.1%	54.0%	47.1%	115.6%	-1.8%	Feb '26
MSCI Japan	90.26	-1.8%	-4.5%	-4.4%	0.1%	5.6%	29.4%	25.9%	11.8%	56.9%	50.6%	49.0%	102.9%	-6.9%	Jun '26
MSCI India	48.87	0.4%	-0.9%	-0.4%	-4.7%	-7.5%	-11.2%	2.7%	-9.6%	10.5%	18.8%	5.9%	21.7%	-16.8%	Sep '24
MSCI China	52.89	-2.3%	-0.5%	-0.2%	-10.8%	-15.4%	-5.9%	31.0%	-12.0%	22.3%	-24.3%	-6.6%	43.0%	-20.1%	Oct '25
International Bond	47.92	-0.07%	-0.3%	-0.8%	-0.6%	-0.4%	1.3%	2.9%	0.1%	12.1%	0.0%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	34.01	-0.3%	-1.4%	-0.2%	-10.1%	4.6%	36.4%	52.7%	11.7%	43.4%	58.9%	93.5%	73.6%	-10.7%	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	682.62	-1.1%	-1.6%	0.2%	4.6%	7.7%	19.3%	17.8%	9.2%	70.9%	84.2%	65.2%	118.8%	-2.2%	Jun '26
US Large Growth	119.32	-1.6%	-3.7%	-1.9%	0.2%	1.5%	10.8%	19.8%	0.9%	78.1%	94.5%	71.8%	148.0%	-7.3%	Jun '26
US Large Value	247.88	-0.6%	0.4%	3.1%	9.1%	13.6%	28.1%	15.7%	18.3%	64.2%	72.8%	60.0%	94.1%	-0.6%	Jul '26

US MidCap Blend	80.16	-0.6%	-1.0%	0.8%	4.4%	7.2%	17.0%	17.0%	10.9%	66.8%	81.9%	63.5%	111.4%	-1.0%	Jul '26
US MidCap Growth	293.41	-0.7%	-2.9%	-2.6%	3.4%	3.0%	2.9%	10.7%	5.3%	40.7%	30.4%	20.4%	77.7%	-4.3%	Jun '26
US MidCap Value	202.58	-0.4%	0.6%	3.4%	5.2%	9.9%	23.4%	12.1%	14.8%	52.5%	63.0%	48.4%	79.4%	-0.4%	Jul '26

US Small Blend	295.63	-0.8%	-0.8%	0.9%	3.9%	7.7%	22.6%	8.9%	15.0%	50.3%	47.5%	38.6%	79.8%	-2.5%	Jun '26
US Small Growth	375.83	-0.4%	-2.3%	-1.1%	5.5%	7.6%	27.9%	12.9%	16.4%	52.7%	33.8%	30.5%	85.2%	-4.6%	Jun '26
US Small Value	221.76	-1.1%	0.8%	3.8%	7.4%	13.8%	36.7%	12.4%	22.7%	60.5%	55.5%	43.3%	80.5%	-1.1%	Jul '26

Foreign Large Blend	103.10	-0.7%	-1.2%	-0.7%	-1.2%	3.6%	18.5%	31.6%	7.4%	51.2%	51.9%	47.3%	104.7%	-2.4%	Feb '26
Foreign Growth	119.80	-0.9%	-2.3%	-3.0%	-2.1%	0.5%	10.2%	20.7%	5.2%	29.7%	20.8%	16.3%	76.1%	-4.5%	Jun '26
Foreign Value	78.32	-0.4%	-0.1%	2.0%	-0.4%	6.6%	26.8%	42.2%	9.7%	75.0%	87.6%	83.7%	135.7%	-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	22.97		0.3%	0.5%	0.4%	0.3%	0.1%	0.7%	3.6%	0.4%	18.2%	28.7%	25.8%	31.6%	-0.6%	May '26
Ultra Short- Janus AAA CLO	50.58		0.02%	0.1%	-0.1%	0.3%	1.2%	4.1%	5.2%	1.6%	19.7%	25.7%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.48		0.02%	0.2%	0.0%	-0.4%	-0.7%	2.9%	6.9%	-0.4%	21.0%	28.0%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.27	p	EOD	0.1%	0.6%	1.5%	2.8%	6.9%	8.9%	3.1%	34.0%	58.3%	51.7%	44.9%	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	58.37		-1.0%	-1.9%	-0.7%	3.4%	7.5%	18.7%	17.7%	9.6%	75.4%	117.0%	104.5%	125.8%	-1.9%	Jul '26
Int’l Min Volatility- Franklin	41.74		0.10%	1.0%	2.6%	2.1%	10.3%	31.0%	27.1%	13.8%	81.7%	110.8%	102.9%	117.9%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.08	p	EOD	-0.3%	-1.2%	3.4%	7.0%	22.8%	3.0%	15.7%	72.5%	125.6%	116.0%	122.0%	-5.4%	Jun '26
Small Value- Avantis	125.04		-0.9%	0.9%	3.5%	6.4%	15.5%	33.7%	7.4%	22.9%	63.3%	90.1%	66.4%	90.9%	-0.9%	Jul '26
Mid Value- Pacer Cash Cows	64.89		-0.5%	1.3%	4.3%	2.9%	5.5%	18.2%	9.0%	8.2%	40.9%	69.4%	49.5%	61.7%	-0.9%	Jun '26
Growth- S&P Momentum	144.04		-0.9%	-6.3%	-7.4%	12.3%	20.4%	27.5%	26.6%	21.1%	166.2%	156.5%	135.2%	189.0%	-10.9%	Jun '26
Invesco S&P Quality	84.76		-1.0%	-3.8%	-4.0%	5.3%	9.8%	19.6%	13.2%	13.4%	71.3%	84.6%	68.7%	122.3%	-5.9%	Jun '26
Rotation Factor- BlackRock	66.95		-0.7%	-1.7%	-0.1%	5.1%	9.8%	21.9%	20.0%	10.4%	86.4%	104.3%	86.6%	152.8%	-1.7%	Jul '26
US Min Volatility- Fidelity	69.96		-0.7%	-0.3%	1.9%	1.9%	3.7%	11.9%	11.8%	5.3%	45.0%	55.2%	43.2%	74.6%	-0.7%	May '26
Derivative Income- JPMorgan	56.54		-0.8%	-0.4%	1.0%	-1.4%	-0.5%	6.0%	8.1%	1.5%	27.6%	39.8%	31.4%	50.0%	-3.6%	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	17.34	p	EOD	-0.5%	0.2%	4.0%	10.0%	10.9%	6.5%	9.7%	30.0%	44.3%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.62	p	EOD	-0.1%	-0.7%	1.2%	4.2%	13.4%	16.4%	4.4%	45.4%	74.5%	71.4%	53.2%	-2.0%	Jun '26
Long Short- AQR	20.73	p	EOD	-0.4%	-1.6%	1.9%	0.6%	14.2%	34.4%	-2.0%	92.5%	175.5%	152.9%	141.2%	-2.6%	Dec '25
Mkt Neutral- BlackRock	16.19	p	EOD	-0.2%	-1.9%	5.6%	10.4%	22.7%	18.3%	11.0%	75.4%	82.5%	87.7%	88.4%	-1.9%	Jun '26
Multi Strategy- Variant	25.89	p	EOD	0.1%	0.5%	1.3%	3.2%	6.6%	7.2%	2.9%	20.9%	43.1%	37.7%	29.1%	NewNew Peak	Jul '26
Long Short- First Trust	74.70		0.2%	0.0%	0.4%	3.2%	4.7%	13.7%	9.1%	5.3%	46.1%	62.9%	51.3%	67.2%	-0.2%	Jun '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)	344.34	-2.9%	-3.6%	-5.3%	0.8%	4.4%	88.0%	66.0%	10.1%	178.5%	173.4%	139.5%	255.9%	-14.5%	May '26
Meta (Communications)	642.82	-3.3%	-3.9%	13.3%	-6.6%	3.7%	-8.1%	13.1%	-2.5%	108.6%	89.9%	91.4%	408.1%	-18.4%	Aug '25
Amazon (Cyclical)	246.91	-1.2%	0.6%	4.0%	-1.5%	3.3%	10.3%	5.2%	7.0%	84.9%	38.2%	44.9%	118.7%	-10.2%	May '26
Tesla (Cyclical)	381.77	-2.4%	-6.4%	-3.7%	-4.7%	-12.7%	19.5%	11.4%	-15.1%	31.5%	77.8%	-4.5%	75.7%	-22.1%	Dec '25
Procter & Gamble (Defensive)	149.98	-1.0%	2.0%	-0.4%	2.8%	5.3%	-0.9%	-12.3%	6.2%	8.8%	21.2%	3.3%	32.9%	-13.1%	Dec '24
PepsiCo (Defensive)	136.80	-1.9%	-0.4%	-3.4%	-13.2%	-5.7%	-3.2%	-1.8%	-3.8%	-19.0%	1.8%	-9.5%	-9.5%	-22.8%	May '23
Coca-Cola (Defensive)	81.47	-4.1%	-2.4%	1.9%	7.6%	16.5%	17.9%	15.6%	17.3%	45.4%	66.4%	55.9%	64.0%	-4.1%	Jul '26
Exxon Mobil (Energy)	147.40	1.0%	6.1%	4.7%	1.3%	15.0%	36.2%	16.0%	24.1%	60.7%	209.1%	171.0%	69.6%	-13.5%	Mar '26
Chevron (Energy)	186.89	1.6%	5.9%	5.2%	1.6%	13.5%	27.5%	10.1%	23.8%	36.9%	130.5%	86.0%	36.8%	-11.5%	Mar '26
JPMorgan Chase (Financial)	340.73	-0.7%	1.3%	2.2%	9.8%	9.6%	19.2%	37.3%	6.8%	136.2%	153.1%	136.3%	257.5%	-1.8%	Jul '26
Visa (Financial)	358.20	-1.9%	2.6%	8.4%	13.2%	9.6%	3.2%	11.8%	2.6%	50.2%	49.9%	67.4%	106.9%	-3.3%	Jun '25
Mastercard (Financial)	542.34	-1.7%	3.0%	10.0%	4.0%	0.7%	-1.9%	9.0%	-4.7%	37.0%	44.1%	50.2%	95.4%	-9.0%	Aug '25
Bank of America (Financial)	60.94	-0.9%	2.1%	7.8%	13.0%	15.7%	31.7%	28.0%	11.4%	122.3%	80.7%	46.9%	123.3%	-1.1%	Jul '26
UnitedHealth (Health)	427.81	1.0%	0.8%	7.1%	31.8%	30.2%	51.6%	-33.1%	30.6%	-6.6%	10.6%	-8.2%	-8.6%	-29.1%	Nov '24
Johnson & Johnson (Health)	253.38	1.4%	-1.4%	8.2%	8.2%	16.5%	58.4%	47.5%	23.1%	72.9%	72.5%	66.9%	72.6%	-5.2%	Jul '26
Eli Lilly (Health)	1176.67	0.6%	-1.0%	5.8%	27.1%	13.7%	55.6%	40.2%	9.9%	168.8%	430.6%	351.0%	273.5%	-4.8%	Jul '26
Union Pacific (Industrials)	300.82	0.5%	4.8%	16.6%	19.8%	31.8%	34.5%	3.9%	30.7%	52.5%	53.4%	33.9%	69.9%	NewNew Peak	Jul '26
Honeywell (Industrials)	225.51	-0.4%	-0.4%	-1.4%	-2.9%	3.9%	2.6%	-6.4%	16.8%	22.6%	15.2%	27.3%	50.0%	-50.4%	Jun '26
Nvidia (IT)	202.64	-2.3%	-3.9%	-1.0%	0.5%	8.8%	17.2%	38.9%	8.7%	336.5%	1018.4%	574.1%	1664.4%	-14.0%	May '26
Broadcom (IT)	371.54	-0.8%	-7.1%	-5.4%	-8.6%	5.9%	30.4%	50.6%	7.6%	322.5%	770.5%	505.9%	812.0%	-22.8%	Jun '26
Adobe (IT)	237.36	0.9%	6.1%	20.9%	-2.9%	-19.8%	-35.2%	-21.3%	-32.2%	-54.5%	-60.8%	-57.9%	-17.1%	-62.6%	Feb '24
Oracle (IT)	126.21	1.6%	-10.3%	-31.2%	-27.9%	-33.7%	-48.9%	18.1%	-34.8%	9.6%	53.8%	52.5%	106.6%	-61.3%	Sep '25
salesforce.com (IT)	170.92	-1.0%	4.7%	10.3%	-6.2%	-24.6%	-33.8%	-20.2%	-35.3%	-23.9%	-27.3%	-32.1%	21.9%	-53.1%	Dec '24
Linde PLC (Materials)	513.18	-1.5%	-3.1%	-0.5%	4.3%	17.3%	12.4%	3.2%	20.8%	39.1%	88.7%	60.6%	97.9%	-6.1%	Jul '26
Sherwin-Williams (Materials)	331.77	-1.9%	-0.7%	5.7%	-4.0%	-7.1%	-1.7%	-3.8%	2.6%	26.9%	22.6%	1.7%	70.0%	-16.1%	Nov '24
American Tower (Real Estate)	170.19	0.8%	0.9%	-6.0%	-6.7%	-6.4%	-21.5%	-0.9%	-2.1%	0.5%	-30.2%	-31.8%	4.3%	-25.5%	Sep '24
Prologis Inc. (Real Estate)	149.53	-0.4%	6.1%	6.1%	3.1%	13.2%	44.0%	25.1%	18.1%	27.6%	34.7%	3.1%	66.1%	-0.4%	Jul '26
NextEra Energy (Utilities)	88.64	-0.8%	0.8%	3.4%	-3.6%	6.7%	20.4%	15.5%	11.2%	32.3%	28.8%	8.5%	34.5%	-9.4%	Apr '26
Duke Energy (Utilities)	125.03	-0.9%	-0.4%	1.1%	-1.5%	6.7%	10.2%	12.7%	8.5%	52.9%	44.8%	43.8%	68.3%	-5.5%	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	15.94	p	EOD	-0.1%	-0.2%	0.5%	1.8%	7.4%	9.4%	2.6%	22.1%	11.2%	11.1%	33.2%	-0.7%	Jun '26
Moderate-60% Stock	68.35		-0.6%	-1.1%	-1.2%	0.9%	3.9%	13.5%	16.4%	5.6%	41.6%	37.5%	32.7%	68.5%	-2.1%	Jun '26
Mod Agg-80% Stock	55.08	p	EOD	-0.7%	0.1%	3.1%	6.8%	18.9%	19.6%	9.4%	55.2%	52.0%	45.3%	90.9%	-1.3%	Jun '26
Aggressive-90% Stock	34.20	p	EOD	-0.8%	0.3%	4.6%	9.9%	23.7%	20.9%	13.0%	60.8%	57.0%	48.6%	98.4%	-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	64080.00	0.5%	-0.1%	-0.5%	-16.9%	-32.9%	-46.3%	-6.3%	-26.8%	112.6%	103.9%	37.9%	234.5%	-48.6%	Oct '25
Ethereum	1841.73	-1.2%	2.6%	5.4%	-23.9%	-44.1%	-47.0%	-11.0%	-37.9%	-3.7%	-2.1%	-51.0%	42.2%	-61.9%	Aug '25
BNB	566.88	-0.9%	-1.4%	-5.7%	-11.9%	-39.5%	-21.4%	23.1%	-34.3%	132.0%	87.1%	10.7%	109.2%	-56.7%	Oct '25
Solana	75.04	-0.3%	-3.9%	4.3%	-15.6%	-48.2%	-57.3%	-34.2%	-39.7%	179.2%	184.6%	-55.9%	140.8%	-71.3%	Jan '25
Bitcoin ETF	36.32	-0.2%	0.2%	-0.1%	-17.3%	-33.0%	-46.3%	-6.4%	-26.8%	-	-	-	-	-49.1%	Oct '25
Grayscale Bitcoin (hi fee)	49.71	-0.1%	0.3%	-0.3%	-17.5%	-33.3%	-46.9%	-7.6%	-27.3%	176.2%	110.0%	60.6%	390.9%	-49.5%	Oct '25
Bloomberg Commodities	23.80	1.2%	3.5%	3.5%	0.6%	17.4%	29.8%	14.9%	21.8%	43.8%	63.5%	54.7%	34.2%	-8.2%	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	5.06	-0.7%	-0.1%	2.8%	3.7%	4.6%	1.0%	1.1%	4.6%	29.1%	162.2%	151.2%	30.4%	-2.3%	May '26
10yr Treasury rate	4.54	-0.6%	-0.6%	1.7%	6.9%	7.3%	1.7%	-9.0%	9.1%	19.6%	249.3%	178.9%	16.4%	-9.0%	Oct '23
5yr Treasury rate	4.27	-0.2%	-0.8%	1.0%	11.3%	11.6%	6.7%	-15.0%	14.8%	6.8%	449.2%	213.0%	3.9%	-13.9%	Oct '23
13-week T-bill	3.71	0.3%	0.3%	1.6%	3.0%	4.2%	-12.5%	-15.7%	4.5%	-29.2%	9655.3%	6894.3%	4.9%	-30.7%	Oct '23
Crude Oil	81.34	3.0%	13.9%	5.9%	-3.0%	36.8%	20.4%	-19.9%	41.7%	9.7%	13.3%	6.9%	-6.8%	-28.0%	Apr '26
Gold	4010.40	0.6%	-2.3%	-8.0%	-17.4%	-12.6%	20.1%	64.5%	-7.3%	105.4%	121.0%	122.9%	140.1%	-24.6%	Jan '26
USD/EUR	0.87	0.09%	-0.2%	0.6%	2.9%	1.5%	1.6%	-11.4%	2.7%	-1.7%	-	-0.6%	-15.1%	-10.4%	Jan '25
USD/JPY	162.46	0.07%	0.5%	1.2%	2.4%	2.4%	9.4%	-0.4%	3.9%	17.1%	-	41.1%	10.7%	-0.1%	Jun '26
S&P 500 Volatility Index	18.93	13.2%	25.9%	2.7%	8.3%	19.4%	14.6%	-13.8%	26.6%	40.4%	2.6%	14.0%	-43.6%	-63.8%	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	50.47		0.01%	0.1%	0.0%	0.0%	0.8%	3.6%	6.1%	0.8%	18.4%	18.1%	18.2%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.19		-0.03%	-0.4%	-0.3%	-0.4%	0.0%	5.2%	4.3%	0.6%	10.3%	4.6%	4.9%	16.5%	-1.3%	Feb '26
Interm Bond- Janus MSB	44.81		0.07%	0.2%	-0.4%	-1.6%	-0.6%	5.2%	8.8%	-0.2%	13.3%	2.9%	3.3%	20.1%	-2.4%	Feb '26
Interm Bond- Vanguard	76.14		0.07%	0.2%	-0.2%	-1.6%	-0.7%	3.2%	8.5%	-0.9%	12.7%	-0.7%	1.2%	18.9%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	0.5%	1.2%	2.2%	7.2%	8.2%	2.8%	29.9%	35.3%	31.9%	38.7%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.96		-0.2%	-0.3%	-0.5%	-0.6%	-0.4%	3.5%	8.2%	0.2%	17.7%	13.9%	14.0%	28.0%	-1.7%	Feb '26
Long Bond- Vanguard	73.54		0.12%	0.0%	-2.2%	-2.5%	-2.2%	3.7%	7.2%	-1.3%	9.9%	-14.4%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.39	p	EOD	-0.4%	-0.2%	0.1%	0.2%	6.0%	3.3%	0.7%	9.4%	0.6%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.10		-0.04%	-0.4%	-0.4%	-0.4%	-0.3%	6.1%	3.4%	0.3%	8.6%	2.1%	2.3%	14.2%	-1.5%	Feb '26

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