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S&P 500

Return

66.1%

[

16.9%

annualized]

Dec 30 2022 - Mar 27 2026

-8.6%

Below
Peak
Jan '26

DJIA (Large Value)

Return

36.5%

[

10.1%

annualized]

Dec 30 2022 - Mar 27 2026

-9.9%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

39.3%

[

10.8%

annualized]

Dec 30 2022 - Mar 27 2026

-9.8%

Below
Peak
Jan '26

Performance Range:

As of Mar 27 02:10 PM EDT, next update at 02:20 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	6378.35	-1.5%	-2.0%	-7.3%	-8.0%	-4.0%	12.0%	16.4%	-6.8%	60.4%	60.5%	33.0%	78.3%	-8.6%	Jan '26
DJIA (Large Value)	45235.17	-1.6%	-0.8%	-7.6%	-7.1%	-2.2%	6.9%	13.0%	-5.9%	39.5%	36.8%	23.6%	54.9%	-9.9%	Feb '26
Russell 2000 (Small Cap)	2453.63	-1.6%	0.6%	-6.8%	-3.2%	0.8%	18.8%	11.3%	-1.1%	39.9%	10.5%	8.0%	45.4%	-9.8%	Jan '26
NASDAQ Comp (Tech/Growth)	20964.13	-2.1%	-3.2%	-7.5%	-11.1%	-6.8%	17.7%	20.4%	-9.8%	78.1%	59.6%	32.4%	101.2%	-12.5%	Oct '25
Aggregate Bond	98.58	0.03%	-0.1%	-2.5%	-1.2%	0.1%	4.1%	7.2%	-1.0%	10.7%	0.4%	-0.5%	16.2%	-2.5%	Feb '26
Corp Bond	107.66	-0.2%	-0.2%	-3.3%	-2.4%	-1.4%	4.0%	7.9%	-2.0%	13.0%	-0.2%	-3.2%	22.8%	-3.3%	Feb '26
High Yield Bond	78.61	-0.4%	-0.4%	-2.1%	-2.0%	-0.7%	5.0%	8.6%	-2.0%	27.1%	18.0%	14.1%	33.6%	-2.7%	Jan '26
Preferred	30.18	-0.6%	-0.3%	-3.8%	-2.7%	-3.2%	2.6%	4.9%	-2.4%	19.4%	4.9%	-1.2%	21.2%	-5.4%	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	48.99	-0.2%	4.3%	-8.3%	6.2%	10.9%	14.8%	9.9%	8.0%	33.7%	35.2%	18.8%	52.5%	-8.6%	Feb '26
Consumer Discretionary/Cyclical	105.76	-2.8%	-1.8%	-9.5%	-13.3%	-11.6%	4.6%	7.4%	-11.4%	52.5%	32.4%	4.0%	56.5%	-15.1%	Jan '26
Financial Services	47.94	-2.3%	-2.3%	-6.8%	-13.8%	-10.7%	-3.5%	14.9%	-12.5%	59.3%	51.4%	29.9%	67.1%	-15.0%	Jan '26
Real Estate	87.27	-0.5%	-1.7%	-8.8%	-1.8%	-3.3%	-0.1%	3.3%	-1.4%	23.8%	12.5%	-11.3%	30.2%	-9.0%	Mar '26
Communication Services	106.75	-1.9%	-4.9%	-9.6%	-9.5%	-9.4%	9.2%	23.1%	-9.3%	95.2%	54.8%	42.3%	132.0%	-11.1%	Jan '26
Energy	62.67	1.9%	5.7%	12.1%	41.8%	37.4%	38.4%	7.9%	40.2%	72.6%	196.7%	152.5%	74.9%	New Peak	Mar '26
Industrials	159.42	-1.1%	-1.4%	-10.0%	1.4%	4.8%	21.2%	19.3%	2.8%	70.1%	74.4%	61.8%	97.8%	-10.9%	Mar '26
Technology	129.88	-2.0%	-4.0%	-6.4%	-11.4%	-6.7%	23.3%	24.6%	-9.8%	82.9%	103.1%	52.7%	128.4%	-14.5%	Oct '25
Consumer Staples/Defensive	82.14	1.2%	1.0%	-8.7%	5.0%	6.2%	3.9%	1.5%	5.7%	20.8%	35.8%	18.5%	32.6%	-8.7%	Feb '26
Healthcare	144.06	-1.2%	-0.9%	-10.1%	-7.7%	6.8%	0.7%	14.5%	-6.9%	18.0%	32.9%	10.2%	24.7%	-10.1%	Feb '26
Utilities	45.83	1.1%	2.6%	-4.0%	7.1%	6.4%	20.9%	16.0%	7.4%	51.7%	66.8%	46.0%	64.7%	-4.0%	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	134.66	-1.3%	-1.4%	-8.6%	-5.8%	-1.1%	15.7%	22.4%	-4.8%	60.7%	54.3%	35.9%	84.6%	-9.4%	Feb '26
MSCI Emerging Markets	55.06	-0.7%	-1.0%	-12.0%	0.5%	6.0%	26.4%	34.0%	0.6%	54.2%	16.2%	23.5%	73.9%	-13.0%	Feb '26
FTSE Europe	79.53	-0.8%	0.4%	-11.8%	-5.3%	1.7%	14.6%	35.8%	-4.9%	48.2%	47.3%	31.7%	93.0%	-12.1%	Feb '26
MSCI Japan	81.31	-1.7%	0.1%	-12.0%	0.4%	4.9%	20.4%	25.9%	0.7%	54.9%	31.0%	34.2%	82.8%	-13.5%	Feb '26
MSCI India	45.76	-1.8%	-1.8%	-12.4%	-15.0%	-12.4%	-11.6%	2.7%	-15.3%	19.5%	15.8%	-0.8%	13.9%	-22.1%	Sep '24
MSCI China	54.84	-0.4%	-0.7%	-7.1%	-10.5%	-13.7%	0.4%	31.0%	-8.7%	23.5%	-24.5%	-3.1%	48.3%	-17.1%	Oct '25
International Bond	47.69	-0.12%	-0.3%	-2.9%	-1.3%	-0.7%	2.1%	2.9%	-1.1%	10.9%	-0.3%	0.3%	16.1%	-2.9%	Feb '26
iShares Latin America	33.88	-0.7%	3.9%	-7.1%	10.2%	21.2%	47.3%	52.7%	11.2%	74.1%	79.1%	92.7%	72.9%	-9.2%	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	584.10	-1.8%	-2.3%	-7.4%	-8.0%	-3.7%	13.0%	17.8%	-6.9%	66.5%	71.7%	40.9%	86.7%	-8.7%	Jan '26
US Large Growth	413.22	-2.2%	-3.3%	-8.2%	-14.0%	-11.0%	12.0%	18.3%	-12.7%	77.8%	76.4%	37.7%	102.3%	-15.9%	Oct '25
US Large Value	210.43	-1.0%	-0.4%	-6.7%	-0.9%	4.2%	13.0%	15.7%	0.0%	50.4%	51.5%	35.3%	64.2%	-6.7%	Feb '26

US MidCap Blend	283.08	-1.5%	-0.7%	-7.6%	-3.9%	-2.5%	9.7%	11.6%	-2.5%	45.8%	37.2%	19.0%	58.8%	-7.8%	Feb '26
US MidCap Growth	252.21	-2.1%	-2.7%	-9.4%	-11.3%	-13.1%	1.8%	10.7%	-9.6%	37.3%	21.7%	3.3%	52.4%	-15.3%	Oct '25
US MidCap Value	182.65	-0.9%	0.9%	-6.0%	1.8%	5.7%	15.2%	12.1%	3.0%	50.5%	49.4%	33.0%	60.9%	-6.1%	Feb '26

US Small Blend	256.23	-2.1%	-0.4%	-7.5%	-2.5%	1.2%	14.5%	8.9%	-0.7%	45.9%	28.3%	19.6%	55.2%	-8.5%	Feb '26
US Small Growth	306.83	-2.2%	-0.9%	-8.5%	-7.3%	-3.7%	17.1%	12.9%	-5.0%	42.1%	6.2%	6.5%	51.2%	-13.3%	Jan '26
US Small Value	186.70	-1.4%	1.8%	-5.5%	1.2%	6.3%	22.8%	12.4%	3.0%	47.4%	27.8%	20.3%	51.5%	-7.1%	Feb '26

Foreign Large Blend	93.77	-0.9%	0.2%	-11.0%	-2.9%	3.1%	16.7%	31.6%	-2.4%	48.7%	43.1%	34.0%	86.2%	-11.3%	Feb '26
Foreign Growth	107.65	-1.4%	-0.8%	-12.5%	-6.3%	-2.8%	8.4%	20.7%	-5.5%	25.4%	15.8%	4.5%	58.3%	-12.7%	Feb '26
Foreign Value	71.91	-0.6%	1.0%	-9.8%	0.3%	9.0%	25.5%	42.2%	0.7%	74.8%	73.2%	68.7%	116.4%	-10.0%	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	22.86		-0.3%	-0.2%	1.0%	-2.0%	-1.9%	1.7%	3.6%	-1.8%	22.8%	26.7%	23.0%	28.6%	-2.6%	Jan '26
Ultra Short- Janus AAA CLO	50.53		-0.11%	0.0%	0.3%	0.4%	1.7%	4.7%	5.2%	0.3%	21.6%	24.6%	23.6%	25.9%	-0.2%	Jan '26
Bank Loan- Invesco	20.36		-0.6%	-0.6%	0.7%	-2.0%	0.0%	4.4%	6.9%	-2.1%	24.9%	26.8%	24.3%	30.5%	-2.3%	Jan '26
Interval CEF- Cliffwater	10.55	p	EOD	0.1%	0.4%	1.2%	3.2%	7.7%	8.9%	1.1%	36.8%	59.8%	48.8%	42.0%	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	49.93		-1.5%	-1.9%	-8.2%	-7.5%	-3.1%	14.0%	17.7%	-6.4%	71.7%	91.2%	74.5%	92.7%	-9.5%	Feb '26
Int’l Min Volatility- Franklin	39.60		0.2%	1.8%	-4.7%	7.7%	16.6%	26.9%	27.1%	7.6%	79.2%	108.2%	91.8%	105.9%	-4.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.95	p	EOD	2.4%	-7.0%	-3.3%	-0.1%	10.0%	3.0%	-1.3%	69.1%	88.5%	84.2%	89.4%	-9.5%	Feb '26
Small Value- Avantis	109.31		-0.9%	3.0%	-3.2%	5.4%	9.1%	24.5%	7.4%	7.2%	58.8%	62.6%	45.1%	66.5%	-5.4%	Feb '26
Mid Value- Pacer Cash Cows	61.80		-1.0%	0.2%	-4.8%	1.8%	8.5%	14.3%	9.0%	2.7%	44.4%	65.4%	41.9%	53.6%	-4.8%	Feb '26
Growth- S&P Momentum	110.43		-0.8%	-2.9%	-7.6%	-9.0%	-8.2%	17.7%	26.6%	-7.5%	112.8%	123.3%	79.8%	120.9%	-10.9%	Oct '25
Invesco S&P Quality	74.20		-1.0%	-1.4%	-8.3%	-2.8%	2.3%	11.7%	13.2%	-1.1%	67.5%	78.9%	47.1%	93.8%	-8.3%	Feb '26
Rotation Factor- BlackRock	56.92		-1.5%	-2.1%	-6.7%	-7.6%	-3.2%	16.0%	20.0%	-6.4%	86.4%	85.0%	58.2%	114.4%	-8.1%	Feb '26
US Min Volatility- Fidelity	63.68		-1.1%	-1.1%	-7.0%	-5.5%	-2.6%	5.7%	11.8%	-4.6%	43.5%	54.9%	29.8%	58.3%	-7.2%	Feb '26
Derivative Income- JPMorgan	55.66		-0.9%	-0.8%	-6.5%	-2.8%	1.0%	4.8%	8.1%	-2.2%	31.1%	45.4%	26.7%	44.6%	-6.5%	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	16.49	p	EOD	-0.7%	2.9%	4.1%	3.1%	9.1%	6.5%	4.3%	30.7%	37.6%	35.1%	34.6%	-0.7%	Mar '26
Multistrategy- AQR	14.38	p	EOD	-0.2%	-1.5%	2.5%	5.6%	12.1%	16.4%	2.6%	48.4%	73.7%	68.6%	50.7%	-1.5%	Feb '26
Long Short- AQR	20.46	p	EOD	-0.2%	-2.8%	-3.8%	4.5%	18.6%	34.4%	-3.3%	107.2%	173.3%	149.6%	138.1%	-3.9%	Dec '25
Mkt Neutral- BlackRock	15.19	p	EOD	0.5%	1.5%	4.0%	6.9%	18.3%	18.3%	4.2%	67.0%	69.4%	76.1%	76.7%	-0.3%	Mar '26
Multi Strategy- Variant	26.63	p	EOD	0.1%	0.6%	1.3%	3.6%	6.7%	7.2%	1.2%	22.2%	47.3%	35.4%	26.9%	New Peak	Mar '26
Long Short- First Trust	69.60		-0.2%	0.3%	-2.3%	-3.0%	0.1%	9.6%	9.1%	-2.0%	45.0%	60.4%	40.8%	55.7%	-3.5%	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)	274.07	-2.4%	-8.9%	-12.1%	-12.6%	11.2%	69.4%	66.0%	-12.4%	169.5%	172.8%	90.5%	183.0%	-20.3%	Feb '26
Meta (Communications)	522.19	-4.6%	-12.0%	-19.4%	-21.3%	-29.7%	-13.1%	13.1%	-20.9%	159.2%	85.8%	55.3%	312.4%	-33.8%	Aug '25
Amazon (Cyclical)	200.30	-3.5%	-2.5%	-4.6%	-13.9%	-8.9%	-0.5%	5.2%	-13.2%	104.3%	31.3%	17.5%	77.4%	-21.1%	Nov '25
Tesla (Cyclical)	360.00	-3.3%	-2.2%	-10.6%	-24.2%	-18.3%	31.8%	11.4%	-20.0%	87.7%	74.6%	-10.0%	65.7%	-26.5%	Dec '25
Procter & Gamble (Defensive)	143.69	0.9%	-0.4%	-14.1%	0.0%	-4.4%	-12.5%	-12.3%	1.0%	6.3%	20.3%	-1.8%	26.3%	-17.3%	Dec '24
PepsiCo (Defensive)	153.34	1.7%	2.2%	-8.9%	7.6%	11.2%	6.6%	-1.8%	7.8%	-5.5%	25.5%	1.4%	1.5%	-13.5%	May '23
Coca-Cola (Defensive)	75.92	1.6%	1.6%	-6.9%	8.7%	16.4%	9.7%	15.6%	8.6%	34.4%	65.0%	44.3%	51.7%	-6.9%	Feb '26
Exxon Mobil (Energy)	170.64	3.1%	6.9%	11.9%	44.2%	47.8%	49.7%	16.0%	42.7%	78.6%	258.1%	211.6%	95.0%	New Peak	Mar '26
Chevron (Energy)	211.71	1.9%	4.9%	13.4%	42.5%	35.0%	32.8%	10.1%	40.3%	52.5%	142.6%	110.7%	55.0%	New Peak	Mar '26
JPMorgan Chase (Financial)	282.61	-3.1%	-1.4%	-5.9%	-13.4%	-9.7%	16.2%	37.3%	-11.9%	136.1%	106.9%	95.0%	195.0%	-15.5%	Jan '26
Visa (Financial)	296.27	-3.0%	-1.8%	-7.5%	-16.4%	-11.8%	-14.7%	11.8%	-15.4%	36.6%	43.9%	38.2%	70.7%	-20.2%	Jun '25
Mastercard (Financial)	483.82	-3.4%	-2.5%	-6.5%	-16.4%	-14.1%	-12.7%	9.0%	-15.1%	38.8%	36.0%	33.7%	74.0%	-19.0%	Aug '25
Bank of America (Financial)	47.10	-2.4%	-0.1%	-4.9%	-15.7%	-8.8%	13.2%	28.0%	-13.9%	78.7%	37.5%	13.5%	72.6%	-17.3%	Jan '26
UnitedHealth (Health)	256.37	-4.4%	-7.0%	-12.6%	-22.7%	-25.0%	-49.3%	-33.1%	-22.3%	-44.0%	-26.4%	-45.4%	-45.7%	-57.8%	Nov '24
Johnson & Johnson (Health)	242.17	1.2%	2.9%	-2.5%	17.3%	36.3%	52.6%	47.5%	17.6%	72.7%	69.1%	59.6%	65.0%	-2.6%	Mar '26
Eli Lilly (Health)	888.26	-1.0%	-2.0%	-15.6%	-17.4%	23.0%	8.9%	40.2%	-17.2%	171.4%	403.8%	239.9%	181.5%	-19.8%	Nov '25
Union Pacific (Industrials)	239.10	-0.04%	1.8%	-9.8%	3.0%	2.8%	3.7%	3.9%	3.9%	32.6%	20.0%	6.4%	35.1%	-10.4%	Mar '26
Honeywell (Industrials)	224.34	-0.4%	1.3%	-7.9%	14.2%	15.6%	13.5%	-6.4%	15.6%	35.0%	20.7%	25.9%	48.4%	-9.6%	Mar '26
Nvidia (IT)	167.95	-1.9%	-2.8%	-5.2%	-11.9%	-5.7%	50.7%	38.9%	-9.9%	533.5%	1211.3%	458.6%	1362.2%	-18.9%	Oct '25
Broadcom (IT)	301.65	-2.5%	-2.6%	-5.6%	-14.3%	-9.7%	76.4%	50.6%	-12.8%	399.7%	590.2%	390.9%	638.9%	-26.8%	Dec '25
Adobe (IT)	233.27	-3.2%	-6.0%	-11.1%	-34.1%	-35.3%	-41.1%	-21.3%	-33.3%	-37.5%	-50.3%	-58.7%	-18.5%	-63.2%	Feb '24
Oracle (IT)	139.11	-2.6%	-7.1%	-4.3%	-29.6%	-50.7%	-3.6%	18.1%	-28.4%	60.0%	112.0%	67.5%	127.0%	-57.4%	Sep '25
salesforce.com (IT)	179.05	-3.5%	-8.4%	-8.1%	-32.7%	-26.3%	-35.1%	-20.2%	-32.4%	-5.2%	-13.3%	-29.1%	27.4%	-51.0%	Dec '24
Linde PLC (Materials)	491.74	-0.8%	0.7%	-3.2%	15.8%	4.0%	6.9%	3.2%	15.3%	46.8%	86.4%	53.3%	89.0%	-3.5%	Mar '26
Sherwin-Williams (Materials)	317.83	-0.5%	4.7%	-12.2%	-2.1%	-6.6%	-7.2%	-3.8%	-1.7%	52.6%	31.3%	-2.6%	62.8%	-19.6%	Nov '24
American Tower (Real Estate)	170.23	0.8%	-3.7%	-11.3%	-2.6%	-10.7%	-17.7%	-0.9%	-3.0%	-2.5%	-17.5%	-32.5%	3.3%	-26.3%	Sep '24
Prologis Inc. (Real Estate)	129.03	-0.5%	0.8%	-9.5%	0.2%	13.9%	19.6%	25.1%	1.1%	20.3%	38.1%	-11.8%	42.2%	-9.6%	Mar '26
NextEra Energy (Utilities)	91.64	0.5%	2.4%	-2.3%	14.7%	22.5%	34.8%	15.5%	14.9%	32.6%	40.8%	12.2%	39.1%	-3.6%	Feb '26
Duke Energy (Utilities)	130.74	1.1%	3.1%	-0.1%	12.5%	8.1%	15.1%	12.7%	12.5%	55.2%	65.7%	49.1%	74.5%	-2.0%	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	15.59	p	EOD	0.0%	-3.5%	-1.3%	0.6%	6.8%	9.4%	-1.1%	20.3%	10.2%	7.1%	28.3%	-3.5%	Feb '26
Moderate-60% Stock	63.15		-0.8%	-0.7%	-6.3%	-3.5%	0.1%	11.8%	16.4%	-2.9%	39.7%	32.1%	22.0%	54.9%	-6.6%	Feb '26
Mod Agg-80% Stock	49.54	p	EOD	0.1%	-6.6%	-3.1%	1.1%	15.8%	19.6%	-2.3%	51.6%	43.1%	29.7%	70.4%	-7.0%	Feb '26
Aggressive-90% Stock	29.59	p	EOD	0.1%	-7.2%	-2.9%	1.9%	17.7%	20.9%	-2.2%	52.4%	45.1%	28.5%	71.7%	-7.9%	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	65739.35	-4.4%	-6.8%	-0.2%	-24.7%	-40.1%	-24.6%	-6.3%	-24.9%	142.2%	19.2%	41.5%	243.2%	-47.3%	Oct '25
Ethereum	1980.38	-3.8%	-7.7%	2.6%	-32.3%	-50.9%	-1.1%	-11.0%	-33.3%	15.4%	16.3%	-47.3%	52.9%	-59.0%	Aug '25
BNB	607.46	-3.4%	-5.4%	-1.1%	-27.2%	-36.8%	-4.7%	23.1%	-29.6%	95.4%	138.1%	18.6%	124.2%	-53.6%	Oct '25
Solana	82.29	-4.8%	-8.4%	0.4%	-32.7%	-59.9%	-40.5%	-34.2%	-33.9%	313.0%	456.8%	-51.7%	164.0%	-68.6%	Jan '25
Bitcoin ETF	37.18	-4.2%	-6.5%	0.0%	-25.1%	-40.0%	-24.8%	-6.4%	-25.1%	-	-	-	-	-47.8%	Oct '25
Grayscale Bitcoin (hi fee)	51.08	-4.2%	-6.5%	-0.1%	-25.3%	-40.4%	-25.8%	-7.6%	-25.3%	271.3%	21.8%	65.0%	404.4%	-48.1%	Oct '25
Bloomberg Commodities	24.06	2.2%	0.7%	10.3%	19.8%	29.9%	31.6%	14.9%	23.2%	47.0%	83.5%	56.4%	35.6%	-0.7%	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	4.96	0.5%	0.1%	7.1%	3.0%	4.1%	5.0%	1.1%	2.5%	32.0%	109.7%	146.2%	27.8%	-2.7%	Oct '23
10yr Treasury rate	4.43	0.3%	0.8%	11.8%	7.1%	5.8%	1.4%	-9.0%	6.4%	25.5%	166.7%	172.0%	13.5%	-11.2%	Oct '23
5yr Treasury rate	4.07	-0.7%	1.4%	15.8%	10.0%	7.9%	-0.8%	-15.0%	9.3%	13.1%	375.1%	197.9%	-1.1%	-18.0%	Oct '23
13-week T-bill	3.61	-0.3%	-0.2%	0.9%	1.9%	-6.5%	-13.8%	-15.7%	1.8%	-21.2%	23966.7%	6711.3%	2.2%	-32.5%	Oct '23
Crude Oil	98.58	4.3%	0.3%	47.1%	73.7%	50.0%	41.0%	-19.9%	71.7%	35.4%	61.7%	29.6%	13.0%	-0.1%	Mar '26
Gold	4518.10	3.3%	-1.1%	-13.6%	-0.2%	19.7%	47.6%	64.5%	4.5%	131.4%	160.8%	151.1%	170.5%	-15.0%	Jan '26
USD/EUR	0.87	0.4%	0.6%	2.5%	2.4%	-	-6.7%	-11.4%	2.0%	-6.1%	2.3%	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	160.35	0.6%	1.5%	2.9%	2.7%	-	6.6%	-0.4%	2.5%	22.2%	46.9%	39.3%	9.3%	-0.8%	Jul '24
S&P 500 Volatility Index	30.52	11.2%	14.0%	53.7%	124.4%	99.6%	63.3%	-13.8%	104.1%	48.2%	61.8%	83.9%	-9.1%	-41.7%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.52		0.08%	-0.1%	-1.1%	-0.1%	1.1%	4.2%	6.1%	-0.2%	18.9%	17.8%	17.0%	22.2%	-1.1%	Feb '26
Interm Muni- JPMorgan	49.88		-0.01%	-0.4%	-2.5%	-0.8%	0.5%	3.7%	4.3%	-0.9%	9.3%	5.6%	3.3%	14.7%	-2.5%	Feb '26
Interm Bond- Janus MSB	44.96		0.11%	-0.3%	-2.9%	-1.4%	0.7%	5.1%	8.8%	-1.2%	12.4%	2.3%	2.3%	19.0%	-2.9%	Feb '26
Interm Bond- Vanguard	76.54		0.03%	-0.2%	-2.8%	-1.6%	-0.1%	4.6%	8.5%	-1.4%	11.7%	1.6%	0.7%	18.3%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.2%	-0.2%	0.1%	1.2%	6.5%	8.2%	-0.1%	30.6%	35.2%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.42		-0.3%	-0.1%	-3.6%	-2.3%	-1.0%	3.9%	8.2%	-2.3%	15.7%	12.4%	11.2%	24.9%	-3.7%	Feb '26
Long Bond- Vanguard	73.47		-0.6%	-0.1%	-4.5%	-3.4%	-2.9%	3.1%	7.2%	-2.7%	9.3%	-8.7%	-14.0%	21.4%	-5.6%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-0.4%	-2.7%	-0.7%	0.5%	3.0%	3.3%	-1.2%	9.1%	1.7%	-1.0%	13.8%	-2.7%	Feb '26
Long Muni- iShares	56.60		-0.01%	-0.4%	-2.9%	-1.1%	0.8%	4.0%	3.4%	-1.2%	7.5%	2.4%	0.7%	12.4%	-2.9%	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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