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S&P 500

Return

61.3%

[

19.9%

annualized]

Dec 29 2023 - Aug 18 2026

DJIA (Large Value)

Return

41.5%

[

14.1%

annualized]

Dec 29 2023 - Aug 18 2026

Russell 2000 (Small Cap)

Return

48.9%

[

16.3%

annualized]

Dec 29 2023 - Aug 18 2026

Performance Range:

As of Aug 18 11:50 PM EDT, next update on next market open

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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7691.76	-0.7%	-0.7%	3.1%	4.6%	12.1%	20.0%	16.4%	12.4%	76.0%	74.6%	60.4%	115.0%	-1.4%	Aug '26
DJIA (Large Value)	53343.40	-0.2%	-0.8%	2.3%	8.1%	8.0%	18.7%	13.0%	11.0%	54.6%	52.9%	45.8%	82.6%	-1.9%	Aug '26
Russell 2000 (Small Cap)	3017.89	-1.3%	-0.9%	1.9%	9.9%	13.2%	32.6%	11.3%	21.6%	62.3%	41.5%	32.8%	78.8%	-1.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26289.71	-1.3%	-1.1%	3.0%	1.6%	15.9%	23.3%	20.4%	13.1%	97.8%	80.8%	66.0%	152.4%	-3.0%	Jun '26
Aggregate Bond	97.35	0.10%	-0.1%	-0.5%	0.7%	-1.5%	2.3%	7.2%	-0.2%	14.0%	-1.5%	0.2%	17.1%	-2.1%	Feb '26
Corp Bond	105.84	0.1%	-0.3%	-1.2%	0.0%	-3.0%	0.9%	7.9%	-1.3%	16.2%	-4.6%	-2.6%	23.5%	-3.1%	Feb '26
High Yield Bond	79.53	-0.10%	-0.1%	0.3%	1.7%	1.2%	4.9%	8.6%	2.1%	28.2%	20.7%	18.9%	39.2%	-0.3%	Aug '26
Preferred	30.45	-0.6%	-1.0%	0.8%	-0.3%	-1.7%	2.0%	4.9%	1.3%	21.3%	4.5%	2.5%	25.8%	-2.7%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	51.78	-0.9%	-1.5%	2.5%	6.0%	-1.2%	17.1%	9.9%	15.1%	35.7%	37.3%	26.6%	62.5%	-2.7%	Aug '26
Consumer Discretionary/Cyclical	116.36	-0.3%	-1.3%	0.8%	1.4%	0.5%	2.0%	7.4%	-2.2%	46.6%	37.8%	14.9%	72.9%	-6.2%	Jan '26
Financial Services	57.84	0.5%	-0.1%	2.8%	13.6%	11.9%	11.7%	14.9%	6.5%	78.4%	68.3%	58.0%	103.3%	-0.7%	Aug '26
Real Estate	97.62	-0.4%	0.3%	-2.4%	3.4%	5.7%	12.1%	3.3%	12.5%	36.7%	11.5%	1.2%	48.5%	-3.3%	Jul '26
Communication Services	110.48	-0.3%	0.2%	-0.2%	-4.4%	-3.5%	1.5%	23.1%	-5.6%	75.6%	41.8%	48.1%	141.5%	-7.5%	Jan '26
Energy	63.68	1.8%	4.3%	10.4%	4.6%	17.0%	54.3%	7.9%	44.4%	57.8%	233.4%	160.1%	80.1%	NewNew Peak	Aug '26
Industrials	183.57	-1.5%	-1.2%	2.3%	9.1%	4.6%	22.8%	19.3%	19.0%	80.4%	93.4%	87.3%	129.0%	-1.6%	Aug '26
Technology	185.62	-2.5%	-1.7%	5.7%	7.3%	32.7%	42.6%	24.6%	29.2%	129.5%	150.7%	118.8%	227.2%	-6.2%	Jun '26
Consumer Staples/Defensive	85.58	1.1%	0.6%	0.5%	0.1%	-1.2%	6.3%	1.5%	11.6%	27.1%	34.4%	25.0%	39.9%	-3.7%	Feb '26
Healthcare	169.73	1.6%	0.8%	5.4%	15.7%	8.9%	26.3%	14.5%	10.6%	33.6%	36.0%	31.0%	48.2%	NewNew Peak	Aug '26
Utilities	44.02	-0.4%	0.4%	-2.5%	-0.1%	-3.3%	5.1%	16.0%	4.5%	51.7%	48.1%	42.1%	60.3%	-6.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.08	-1.1%	-1.0%	3.3%	5.2%	10.1%	22.5%	22.4%	13.9%	79.5%	72.3%	62.6%	120.9%	-1.5%	Aug '26
MSCI Emerging Markets	65.34	-2.9%	-1.7%	3.2%	2.2%	7.6%	33.7%	34.0%	20.1%	82.8%	48.5%	47.3%	107.4%	-8.2%	Jun '26
FTSE Europe	91.55	-0.6%	-0.8%	3.3%	7.4%	4.6%	19.5%	35.8%	11.5%	68.4%	57.9%	54.4%	126.2%	-1.1%	Aug '26
MSCI Japan	95.37	-2.9%	-2.5%	5.4%	6.2%	5.1%	24.4%	25.9%	18.8%	75.5%	61.4%	58.3%	115.6%	-3.1%	Aug '26
MSCI India	49.38	-0.4%	-1.1%	1.0%	4.5%	-5.6%	-8.0%	2.7%	-8.6%	14.8%	15.9%	7.0%	22.9%	-16.0%	Sep '24
MSCI China	54.90	-0.3%	-0.3%	3.7%	-2.3%	-9.0%	-6.1%	31.0%	-8.0%	36.8%	-7.2%	-2.4%	49.5%	-16.5%	Oct '25
International Bond	47.59	-0.13%	-0.5%	-0.5%	0.7%	-1.4%	1.1%	2.9%	0.1%	12.9%	-0.7%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	33.23	-1.2%	-1.0%	-2.5%	-2.1%	-7.7%	34.1%	52.7%	10.5%	49.8%	69.8%	91.4%	71.7%	-11.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	705.40	-0.7%	-0.7%	3.3%	4.9%	12.7%	21.4%	17.8%	13.2%	82.9%	87.2%	71.2%	126.8%	-1.3%	Aug '26
US Large Growth	123.07	-1.6%	-1.1%	3.1%	0.1%	9.4%	12.2%	19.8%	4.2%	94.2%	97.3%	77.4%	156.0%	-4.3%	Jun '26
US Large Value	256.73	0.04%	-0.4%	3.5%	11.1%	15.4%	31.2%	15.7%	22.9%	72.9%	76.6%	66.2%	101.7%	-0.8%	Aug '26

US MidCap Blend	83.11	-1.1%	-0.6%	3.6%	9.4%	10.4%	20.2%	17.0%	15.3%	82.7%	84.6%	70.0%	119.9%	-1.6%	Aug '26
US MidCap Growth	306.44	-1.9%	-1.2%	4.5%	8.9%	11.7%	8.1%	10.7%	10.1%	57.6%	32.9%	25.9%	85.8%	-2.4%	Aug '26
US MidCap Value	208.96	-0.4%	0.1%	3.0%	9.8%	9.7%	24.8%	12.1%	19.0%	63.7%	65.4%	53.7%	85.9%	-1.0%	Aug '26

US Small Blend	303.63	-1.4%	-1.1%	2.5%	9.2%	9.9%	25.0%	8.9%	18.5%	62.1%	52.1%	42.8%	85.3%	-1.8%	Aug '26
US Small Growth	388.23	-1.6%	-1.0%	3.1%	10.0%	15.0%	31.5%	12.9%	20.4%	69.7%	41.1%	34.9%	91.6%	-1.9%	Aug '26
US Small Value	224.45	-0.9%	-0.7%	0.9%	10.3%	12.8%	36.6%	12.4%	24.7%	67.0%	59.3%	45.5%	83.3%	-1.3%	Aug '26

Foreign Large Blend	107.27	-1.1%	-1.1%	3.8%	6.9%	4.7%	20.5%	31.6%	13.5%	68.8%	58.8%	55.7%	116.4%	-1.3%	Aug '26
Foreign Growth	124.78	-1.7%	-1.6%	3.9%	6.6%	3.4%	14.0%	20.7%	10.4%	46.6%	24.8%	22.1%	84.9%	-1.9%	Aug '26
Foreign Value	81.23	-0.5%	-0.7%	3.5%	7.3%	6.2%	26.8%	42.2%	16.8%	92.6%	98.9%	95.6%	150.9%	-1.3%	Aug '26

Notable Income Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.08	-0.04%	0.2%	1.1%	2.0%	3.7%	3.0%	3.6%	2.8%	20.4%	31.5%	28.8%	34.7%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.61	0.02%	0.1%	0.4%	1.1%	2.1%	4.8%	5.2%	2.8%	19.7%	27.1%	26.8%	29.1%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.54	-0.2%	0.0%	0.8%	1.2%	2.6%	4.4%	6.9%	1.4%	22.6%	30.6%	28.7%	35.2%	-0.2%	Aug '26
Interval CEF- Cliffwater	10.33	0%	0.0%	0.6%	1.6%	3.1%	6.9%	8.9%	3.7%	33.2%	57.6%	52.6%	45.7%	NewNew Peak	Aug '26

Notable Equity Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	59.91	-1.1%	-1.0%	2.6%	4.5%	10.4%	20.2%	17.7%	12.8%	86.5%	120.3%	110.3%	132.3%	-1.6%	Aug '26
Int’l Min Volatility- Franklin	42.79	-0.02%	-0.3%	2.3%	5.2%	6.9%	29.7%	27.1%	18.5%	90.6%	115.0%	111.3%	126.8%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	27.72	-2.6%	-2.7%	-0.4%	4.3%	7.9%	17.2%	3.0%	14.2%	72.3%	123.6%	113.2%	119.2%	-6.6%	Jun '26
Small Value- Avantis	126.71	-1.2%	-0.6%	1.1%	8.5%	10.9%	34.8%	7.4%	25.0%	65.7%	92.8%	69.2%	94.2%	-1.6%	Aug '26
Mid Value- Pacer Cash Cows	70.42	0.7%	0.7%	8.5%	11.4%	10.4%	26.0%	9.0%	17.6%	47.6%	76.9%	62.5%	75.8%	-0.6%	Aug '26
Growth- S&P Momentum	150.90	-2.7%	-0.2%	4.9%	7.5%	26.9%	31.5%	26.6%	27.0%	166.4%	163.0%	146.7%	203.2%	-6.7%	Jun '26
Invesco S&P Quality	86.69	-1.2%	0.2%	2.3%	5.9%	9.4%	21.3%	13.2%	16.2%	77.7%	85.1%	72.9%	127.9%	-3.8%	Jun '26
Rotation Factor- BlackRock	69.62	-0.8%	-0.6%	3.9%	6.3%	14.7%	24.1%	20.0%	15.0%	101.1%	108.0%	94.4%	163.4%	-1.0%	Aug '26
US Min Volatility- Fidelity	72.47	0.3%	-0.7%	3.5%	4.7%	7.8%	14.4%	11.8%	9.5%	52.2%	58.4%	48.9%	81.6%	-1.6%	Aug '26
Derivative Income- JPMorgan	57.83	0.09%	0.0%	2.9%	5.2%	1.7%	10.1%	8.1%	5.9%	34.6%	43.0%	37.2%	56.6%	-0.3%	Aug '26

Alternative Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	17.64	-0.2%	0.5%	1.8%	1.2%	10.5%	10.2%	6.5%	11.6%	31.8%	46.8%	44.5%	44.0%	-0.2%	Aug '26
Multistrategy- AQR	15.08	0.07%	0.5%	3.0%	2.4%	4.3%	14.8%	16.4%	7.6%	46.3%	81.3%	76.8%	58.0%	NewNew Peak	Aug '26
Long Short- AQR	22.27	-0.3%	0.7%	7.6%	6.8%	6.2%	18.7%	34.4%	5.2%	97.6%	195.4%	171.7%	159.1%	-0.3%	Aug '26
Mkt Neutral- BlackRock	15.57	-0.3%	-0.1%	3.5%	5.0%	14.7%	24.0%	18.3%	14.9%	79.8%	91.4%	94.3%	94.9%	-0.3%	Aug '26
Multi Strategy- Variant	25.82	-0.04%	0.0%	0.4%	1.2%	3.0%	6.5%	7.2%	3.4%	20.4%	42.7%	38.4%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	76.40	0.03%	0.4%	2.3%	3.5%	8.2%	14.6%	9.1%	8.0%	49.5%	66.0%	55.1%	71.5%	-0.1%	Aug '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	344.20	0.06%	0.2%	-0.7%	-11.2%	13.8%	71.2%	66.0%	10.1%	172.4%	155.9%	139.5%	255.9%	-14.5%	May '26
Meta (Communications)	543.67	-4.4%	-6.1%	-15.8%	-9.7%	-15.5%	-27.4%	13.1%	-17.5%	93.6%	54.4%	62.0%	330.2%	-31.0%	Aug '25
Amazon (Cyclical)	259.45	-0.7%	-2.9%	4.9%	0.0%	26.6%	13.8%	5.2%	12.4%	94.8%	62.8%	52.3%	129.8%	-8.7%	Aug '26
Tesla (Cyclical)	336.87	-0.7%	2.9%	-11.5%	-16.6%	-18.2%	2.3%	11.4%	-25.1%	56.3%	50.1%	-15.8%	55.1%	-31.2%	Dec '25
Procter & Gamble (Defensive)	143.45	0.2%	-0.4%	-3.6%	2.3%	-8.2%	-6.8%	-12.3%	2.3%	1.8%	12.5%	-0.5%	28.0%	-16.2%	Dec '24
PepsiCo (Defensive)	140.13	1.4%	1.0%	2.2%	-5.8%	-13.2%	-4.3%	-1.8%	-0.5%	-12.7%	3.3%	-6.4%	-6.3%	-20.1%	May '23
Coca-Cola (Defensive)	88.82	2.1%	2.4%	8.9%	9.1%	14.1%	30.2%	15.6%	28.7%	59.2%	81.1%	71.0%	79.9%	-0.3%	Jul '26
Exxon Mobil (Energy)	165.56	2.5%	4.3%	13.1%	2.5%	11.1%	58.6%	16.0%	40.3%	66.0%	274.1%	206.4%	91.8%	-2.2%	Mar '26
Chevron (Energy)	205.74	1.5%	4.6%	9.8%	4.3%	12.4%	39.5%	10.1%	37.6%	43.7%	164.3%	106.6%	52.0%	-1.7%	Mar '26
JPMorgan Chase (Financial)	363.25	0.6%	-0.5%	6.5%	23.4%	19.1%	27.4%	37.3%	14.3%	160.5%	166.8%	153.1%	282.9%	-0.5%	Aug '26
Visa (Financial)	364.25	1.5%	1.3%	1.8%	10.6%	14.7%	7.2%	11.8%	4.5%	56.5%	63.4%	70.6%	110.8%	-1.5%	Aug '26
Mastercard (Financial)	574.31	2.1%	2.6%	5.6%	15.1%	10.8%	-1.3%	9.0%	1.1%	49.1%	65.6%	59.3%	107.3%	-3.5%	Aug '25
Bank of America (Financial)	64.23	0.5%	-0.9%	4.8%	27.3%	23.0%	36.5%	28.0%	18.1%	137.9%	80.6%	55.7%	136.6%	-0.9%	Aug '26
UnitedHealth (Health)	393.93	-0.4%	-2.9%	-7.5%	1.8%	37.7%	32.9%	-33.1%	20.9%	-16.0%	0.5%	-15.0%	-15.4%	-34.3%	Nov '24
Johnson & Johnson (Health)	271.11	3.3%	3.9%	7.1%	18.6%	11.0%	56.3%	47.5%	32.5%	71.6%	74.7%	79.7%	85.8%	NewNew Peak	Aug '26
Eli Lilly (Health)	1225.73	3.6%	0.6%	4.1%	20.2%	20.2%	75.4%	40.2%	14.6%	129.0%	374.4%	370.5%	289.7%	-0.7%	Jul '26
Union Pacific (Industrials)	298.74	-0.4%	1.7%	-1.0%	10.6%	14.8%	36.5%	3.9%	30.5%	41.9%	49.5%	33.7%	69.6%	-2.8%	Jul '26
Honeywell (Industrials)	227.71	-0.8%	-3.0%	1.5%	0.3%	-8.6%	8.4%	-6.4%	12.8%	31.4%	12.1%	22.9%	44.8%	-11.7%	Mar '26
Nvidia (IT)	219.74	-2.3%	-1.9%	8.3%	-0.3%	17.1%	25.3%	38.9%	18.0%	408.5%	1013.7%	631.8%	1815.5%	-6.7%	May '26
Broadcom (IT)	380.00	-3.2%	-8.7%	2.5%	-7.4%	14.2%	29.8%	50.6%	10.2%	377.0%	781.5%	520.7%	834.2%	-21.0%	Jun '26
Adobe (IT)	263.14	3.6%	1.7%	10.9%	3.2%	1.5%	-27.1%	-21.3%	-24.8%	-48.2%	-58.7%	-53.4%	-8.0%	-58.5%	Feb '24
Oracle (IT)	142.79	-2.6%	-6.8%	13.0%	-21.0%	-8.1%	-38.4%	18.1%	-26.0%	27.0%	72.2%	73.2%	134.6%	-56.0%	Sep '25
salesforce.com (IT)	196.14	2.7%	1.5%	14.9%	9.6%	6.4%	-19.6%	-20.2%	-25.6%	-2.6%	-21.2%	-21.9%	40.2%	-46.0%	Dec '24
Linde PLC (Materials)	478.70	0.9%	-0.2%	-6.7%	-5.1%	-1.7%	1.1%	3.2%	13.0%	32.6%	64.6%	50.3%	85.2%	-12.4%	Jul '26
Sherwin-Williams (Materials)	345.27	-1.3%	-4.1%	4.2%	15.8%	-3.0%	-5.5%	-3.8%	7.1%	31.0%	19.1%	6.1%	77.3%	-12.4%	Nov '24
American Tower (Real Estate)	172.33	0.06%	1.1%	1.3%	-4.9%	-4.9%	-13.4%	-0.9%	0.1%	8.5%	-30.3%	-30.3%	6.6%	-23.9%	Sep '24
Prologis Inc. (Real Estate)	140.02	-0.4%	-0.5%	-6.5%	-1.0%	2.3%	30.5%	25.1%	11.4%	26.8%	21.5%	-2.8%	56.7%	-6.7%	Jul '26
NextEra Energy (Utilities)	86.22	0%	0.5%	-2.9%	-3.6%	-4.6%	16.0%	15.5%	8.9%	38.9%	16.3%	6.3%	31.8%	-11.3%	Apr '26
Duke Energy (Utilities)	123.99	0.3%	1.3%	0.1%	0.4%	-0.2%	3.7%	12.7%	8.6%	52.2%	40.7%	43.9%	68.4%	-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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.97	-0.2%	-0.3%	0.4%	1.7%	0.9%	6.2%	9.4%	2.8%	25.1%	10.9%	11.3%	33.4%	-0.6%	Aug '26
Moderate-60% Stock	69.67	-0.7%	-0.6%	1.8%	3.5%	5.3%	14.5%	16.4%	8.5%	50.7%	40.4%	36.3%	73.0%	-1.0%	Aug '26
Mod Agg-80% Stock	56.14	-0.9%	-0.7%	2.7%	4.5%	7.5%	18.8%	19.6%	11.5%	64.2%	54.3%	48.1%	94.5%	-1.2%	Aug '26
Aggressive-90% Stock	34.85	-1.2%	-0.7%	2.7%	5.4%	10.2%	23.7%	20.9%	15.1%	70.9%	59.0%	51.4%	102.2%	-1.2%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	64312.14	-0.6%	1.4%	0.6%	-16.2%	-4.0%	-43.0%	-6.3%	-26.5%	146.9%	37.7%	38.4%	235.7%	-48.4%	Oct '25
Ethereum	1911.94	-0.3%	1.8%	3.9%	-9.4%	-1.9%	-53.1%	-11.0%	-35.6%	15.1%	-39.9%	-49.2%	47.7%	-60.4%	Aug '25
BNB	601.47	-0.4%	-1.3%	5.9%	-5.9%	-0.9%	-27.0%	23.1%	-30.3%	178.3%	39.6%	17.4%	122.0%	-54.1%	Oct '25
Solana	77.01	-0.09%	2.0%	2.7%	-8.5%	-6.5%	-56.3%	-34.2%	-38.1%	260.9%	5.8%	-54.8%	147.1%	-70.6%	Jan '25
Bitcoin ETF	36.60	0.5%	2.0%	0.7%	-15.9%	-3.9%	-43.0%	-6.4%	-26.3%	-	-	-	-	-48.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.00	0.5%	2.0%	0.6%	-16.1%	-4.4%	-43.7%	-7.6%	-26.9%	218.1%	47.6%	61.5%	393.8%	-49.2%	Oct '25
Bloomberg Commodities	24.89	-0.2%	0.9%	4.5%	-3.3%	17.1%	42.2%	14.9%	27.4%	48.5%	74.7%	61.8%	40.3%	-3.9%	May '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.28	-0.5%	0.7%	4.4%	2.0%	12.4%	7.8%	1.1%	9.2%	20.7%	181.7%	162.2%	36.1%	-0.5%	Aug '26
10yr Treasury rate	4.71	-0.4%	0.5%	3.6%	0.8%	15.5%	9.4%	-9.0%	13.0%	10.7%	278.9%	189.1%	20.6%	-5.7%	Oct '23
5yr Treasury rate	4.37	-0.2%	-0.2%	2.2%	0.9%	19.7%	14.3%	-15.0%	17.3%	-0.3%	470.8%	219.9%	6.2%	-12.0%	Oct '23
13-week T-bill	3.70	0.05%	-0.1%	-0.1%	3.6%	3.1%	-9.9%	-15.7%	4.5%	-29.8%	8516.3%	6890.6%	4.9%	-30.7%	Oct '23
Crude Oil	84.69	-0.3%	1.7%	2.7%	-21.4%	27.5%	35.8%	-19.9%	47.5%	4.2%	33.0%	11.3%	-3.0%	-25.0%	Apr '26
Gold	4411.20	1.0%	0.1%	9.9%	-2.1%	-11.3%	33.1%	64.5%	2.0%	133.9%	147.8%	145.1%	164.1%	-17.1%	Jan '26
USD/EUR	0.86	-0.06%	-0.5%	-1.2%	0.2%	1.7%	0.5%	-11.4%	1.4%	-	0.8%	-1.8%	-16.2%	-11.6%	Jan '25
USD/JPY	159.41	-0.11%	0.1%	-1.8%	0.2%	3.1%	7.9%	-0.4%	1.9%	-	45.2%	38.5%	8.6%	-2.7%	Jul '26
S&P 500 Volatility Index	15.84	4.3%	8.9%	-15.6%	-12.3%	-21.7%	1.7%	-13.8%	6.0%	-8.4%	-26.9%	-4.6%	-52.8%	-69.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.46	-0.02%	0.1%	0.3%	1.1%	1.2%	3.9%	6.1%	1.9%	19.1%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.69	-0.2%	-0.5%	-0.7%	0.6%	-1.0%	4.2%	4.3%	0.5%	11.5%	4.6%	4.8%	16.4%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.41	0.07%	0.0%	-0.4%	1.1%	-1.3%	4.1%	8.8%	0.2%	17.0%	3.1%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	75.49	0.05%	0.0%	-0.5%	0.8%	-1.8%	1.8%	8.5%	-0.6%	15.5%	-0.9%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.91	-0.11%	0.0%	0.0%	1.6%	2.6%	5.8%	8.2%	3.0%	29.6%	35.4%	32.1%	38.9%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.81	-0.13%	-0.3%	0.0%	1.5%	-0.8%	2.9%	8.2%	0.8%	19.6%	14.4%	14.7%	28.8%	-1.0%	Feb '26
Long Bond- Vanguard	71.46	0.3%	-0.5%	-2.4%	-0.9%	-5.1%	-0.4%	7.2%	-2.7%	13.5%	-16.2%	-14.0%	21.4%	-5.6%	Oct '25
Long CA Muni- PIMCO	9.27	-0.3%	-0.6%	-0.9%	0.7%	-0.8%	5.7%	4.4%	0.7%	14.4%	4.9%	4.7%	20.3%	-1.8%	Jul '26
Long Muni- iShares	56.53	-0.2%	-0.6%	-0.8%	0.5%	-1.4%	4.5%	3.4%	0.1%	9.7%	2.0%	2.1%	13.9%	-1.8%	Feb '26

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