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S&P 500

Return

65.9%

[

16.9%

annualized]

Dec 30 2022 - Mar 27 2026

-8.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

36.3%

[

10.0%

annualized]

Dec 30 2022 - Mar 27 2026

-10.0%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

39.1%

[

10.7%

annualized]

Dec 30 2022 - Mar 27 2026

-9.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 27 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6368.85	-1.7%	-2.1%	-7.4%	-8.1%	-4.1%	14.1%	16.4%	-7.0%	60.4%	60.2%	32.8%	78.0%	-8.7%	Jan '26
DJIA (Large Value)	45166.64	-1.7%	-0.9%	-7.8%	-7.3%	-2.3%	8.6%	13.0%	-6.0%	39.4%	36.6%	23.5%	54.6%	-10.0%	Feb '26
Russell 2000 (Small Cap)	2449.70	-1.7%	0.5%	-6.9%	-3.3%	0.6%	21.1%	11.3%	-1.3%	39.8%	10.3%	7.8%	45.1%	-9.9%	Jan '26
NASDAQ Comp (Tech/Growth)	20948.36	-2.1%	-3.2%	-7.6%	-11.2%	-6.8%	20.9%	20.4%	-9.9%	78.8%	59.4%	32.3%	101.1%	-12.6%	Oct '25
Aggregate Bond	98.54	-0.01%	-0.1%	-2.5%	-1.2%	0.1%	3.5%	7.2%	-1.0%	10.8%	0.3%	-0.6%	16.1%	-2.5%	Feb '26
Corp Bond	107.62	-0.2%	-0.2%	-3.3%	-2.4%	-1.4%	3.4%	7.9%	-2.0%	13.2%	-0.2%	-3.2%	22.7%	-3.3%	Feb '26
High Yield Bond	78.72	-0.3%	-0.3%	-2.0%	-1.9%	-0.5%	5.4%	8.6%	-1.9%	27.3%	18.1%	14.2%	33.7%	-2.6%	Jan '26
Preferred	30.16	-0.7%	-0.4%	-3.9%	-2.8%	-3.2%	3.1%	4.9%	-2.5%	18.7%	4.8%	-1.3%	21.1%	-5.5%	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	48.91	-0.4%	4.1%	-8.4%	6.1%	10.7%	16.7%	9.9%	7.9%	32.8%	35.0%	18.6%	52.3%	-8.8%	Feb '26
Consumer Discretionary/Cyclical	105.68	-2.9%	-1.9%	-9.6%	-13.4%	-11.7%	7.9%	7.4%	-11.5%	52.5%	32.3%	4.0%	56.4%	-15.1%	Jan '26
Financial Services	47.81	-2.5%	-2.6%	-7.0%	-14.0%	-10.9%	-1.9%	14.9%	-12.7%	58.9%	50.9%	29.5%	66.6%	-15.2%	Jan '26
Real Estate	87.00	-0.8%	-2.0%	-9.1%	-2.1%	-3.5%	-0.2%	3.3%	-1.7%	23.8%	12.1%	-11.6%	29.8%	-9.3%	Mar '26
Communication Services	107.04	-1.6%	-4.6%	-9.3%	-9.3%	-9.1%	12.8%	23.1%	-9.1%	97.3%	55.2%	42.7%	132.7%	-10.9%	Jan '26
Energy	62.56	1.7%	5.5%	11.9%	41.5%	37.2%	38.8%	7.9%	39.9%	69.6%	196.2%	152.0%	74.6%	New Peak	Mar '26
Industrials	159.20	-1.3%	-1.5%	-10.1%	1.3%	4.7%	23.6%	19.3%	2.6%	69.0%	74.2%	61.6%	97.5%	-11.0%	Mar '26
Technology	129.92	-1.9%	-4.0%	-6.4%	-11.3%	-6.7%	26.5%	24.6%	-9.8%	83.8%	103.2%	52.8%	128.5%	-14.4%	Oct '25
Consumer Staples/Defensive	81.78	0.8%	0.6%	-9.1%	4.5%	5.7%	3.9%	1.5%	5.3%	20.1%	35.2%	17.9%	32.0%	-9.1%	Feb '26
Healthcare	143.26	-1.7%	-1.4%	-10.6%	-8.2%	6.2%	0.5%	14.5%	-7.5%	18.0%	32.1%	9.6%	24.0%	-10.6%	Feb '26
Utilities	45.59	0.6%	2.1%	-4.5%	6.6%	5.8%	19.4%	16.0%	6.8%	50.5%	65.9%	45.2%	63.8%	-4.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	134.55	-1.3%	-1.5%	-8.7%	-5.8%	-1.2%	17.7%	22.4%	-4.9%	60.5%	54.1%	35.8%	84.5%	-9.5%	Feb '26
MSCI Emerging Markets	55.20	-0.5%	-0.8%	-11.8%	0.7%	6.2%	29.2%	34.0%	0.9%	52.4%	16.5%	23.8%	74.3%	-12.8%	Feb '26
FTSE Europe	79.45	-0.9%	0.3%	-11.9%	-5.4%	1.6%	15.0%	35.8%	-5.0%	48.2%	47.1%	31.6%	92.8%	-12.2%	Feb '26
MSCI Japan	81.43	-1.5%	0.3%	-11.8%	0.6%	5.1%	23.1%	25.9%	0.9%	54.9%	31.2%	34.4%	83.1%	-13.3%	Feb '26
MSCI India	45.82	-1.7%	-1.7%	-12.3%	-14.9%	-12.3%	-10.6%	2.7%	-15.2%	20.4%	15.9%	-0.7%	14.1%	-22.0%	Sep '24
MSCI China	54.82	-0.4%	-0.7%	-7.2%	-10.5%	-13.7%	2.7%	31.0%	-8.7%	19.5%	-24.6%	-3.1%	48.3%	-17.2%	Oct '25
International Bond	47.66	-0.2%	-0.3%	-2.9%	-1.4%	-0.7%	1.7%	2.9%	-1.2%	10.9%	-0.4%	0.2%	16.0%	-2.9%	Feb '26
iShares Latin America	33.88	-0.6%	4.0%	-7.1%	10.3%	21.2%	49.4%	52.7%	11.3%	71.3%	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	582.96	-2.0%	-2.5%	-7.6%	-8.2%	-3.9%	15.1%	17.8%	-7.0%	66.4%	71.4%	40.6%	86.3%	-8.9%	Jan '26
US Large Growth	412.81	-2.3%	-3.4%	-8.3%	-14.1%	-11.1%	14.8%	18.3%	-12.8%	78.2%	76.2%	37.6%	102.1%	-16.0%	Oct '25
US Large Value	210.05	-1.2%	-0.6%	-6.9%	-1.1%	4.0%	14.3%	15.7%	-0.1%	50.0%	51.2%	35.0%	63.9%	-6.9%	Feb '26

US MidCap Blend	282.81	-1.6%	-0.8%	-7.6%	-4.0%	-2.6%	11.2%	11.6%	-2.6%	45.4%	37.1%	18.9%	58.6%	-7.9%	Feb '26
US MidCap Growth	252.33	-2.0%	-2.7%	-9.4%	-11.2%	-13.1%	3.8%	10.7%	-9.6%	37.2%	21.8%	3.3%	52.5%	-15.2%	Oct '25
US MidCap Value	181.97	-1.3%	0.5%	-6.4%	1.4%	5.3%	16.2%	12.1%	2.6%	49.6%	48.8%	32.5%	60.3%	-6.4%	Feb '26

US Small Blend	256.27	-2.1%	-0.4%	-7.5%	-2.5%	1.2%	16.8%	8.9%	-0.7%	45.7%	28.3%	19.6%	55.2%	-8.5%	Feb '26
US Small Growth	307.37	-2.0%	-0.7%	-8.3%	-7.2%	-3.5%	19.9%	12.9%	-4.8%	42.6%	6.4%	6.7%	51.5%	-13.1%	Jan '26
US Small Value	186.49	-1.5%	1.7%	-5.6%	1.1%	6.2%	25.2%	12.4%	2.9%	47.2%	27.7%	20.1%	51.3%	-7.2%	Feb '26

Foreign Large Blend	93.80	-0.9%	0.2%	-11.0%	-2.9%	3.1%	17.8%	31.6%	-2.3%	48.7%	43.2%	34.0%	86.3%	-11.2%	Feb '26
Foreign Growth	107.61	-1.5%	-0.9%	-12.5%	-6.3%	-2.9%	9.5%	20.7%	-5.5%	25.5%	15.7%	4.4%	58.2%	-12.8%	Feb '26
Foreign Value	71.87	-0.6%	0.9%	-9.9%	0.3%	8.9%	26.3%	42.2%	0.6%	74.1%	73.1%	68.6%	116.2%	-10.1%	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	22.89	-0.2%	-0.1%	1.1%	-1.9%	-1.7%	1.6%	3.6%	-1.7%	22.6%	26.9%	23.2%	28.8%	-2.5%	Jan '26
Ultra Short- Janus AAA CLO	50.50	-0.2%	0.0%	0.2%	0.3%	1.6%	4.7%	5.2%	0.2%	21.3%	24.5%	23.6%	25.8%	-0.2%	Jan '26
Bank Loan- Invesco	20.33	-0.7%	-0.8%	0.6%	-2.2%	-0.1%	4.6%	6.9%	-2.2%	24.4%	26.6%	24.1%	30.3%	-2.5%	Jan '26
Interval CEF- Cliffwater	10.54	-0.09%	0.0%	0.3%	1.1%	3.1%	7.6%	8.9%	1.0%	36.6%	59.7%	48.6%	41.9%	-0.1%	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	49.87	-1.6%	-2.0%	-8.3%	-7.6%	-3.3%	16.1%	17.7%	-6.5%	71.7%	91.0%	74.3%	92.5%	-9.6%	Feb '26
Int’l Min Volatility- Franklin	39.58	0.2%	1.7%	-4.8%	7.6%	16.6%	27.7%	27.1%	7.5%	79.0%	108.1%	91.7%	105.8%	-4.8%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.72	-1.0%	1.4%	-7.8%	-4.2%	-1.0%	11.2%	3.0%	-2.3%	66.9%	86.7%	82.5%	87.6%	-10.4%	Feb '26
Small Value- Avantis	109.23	-1.0%	3.0%	-3.3%	5.3%	9.0%	27.0%	7.4%	7.1%	57.9%	62.5%	45.0%	66.4%	-5.5%	Feb '26
Mid Value- Pacer Cash Cows	61.73	-1.1%	0.1%	-4.9%	1.7%	8.4%	15.7%	9.0%	2.6%	42.9%	65.2%	41.8%	53.4%	-4.9%	Feb '26
Growth- S&P Momentum	110.31	-0.9%	-3.0%	-7.7%	-9.1%	-8.3%	20.4%	26.6%	-7.6%	111.4%	123.0%	79.6%	120.7%	-11.0%	Oct '25
Invesco S&P Quality	74.11	-1.1%	-1.5%	-8.4%	-2.9%	2.2%	13.7%	13.2%	-1.3%	67.2%	78.7%	46.9%	93.6%	-8.4%	Feb '26
Rotation Factor- BlackRock	56.83	-1.6%	-2.3%	-6.9%	-7.7%	-3.3%	18.1%	20.0%	-6.5%	86.6%	84.7%	58.0%	114.0%	-8.3%	Feb '26
US Min Volatility- Fidelity	63.48	-1.4%	-1.4%	-7.2%	-5.8%	-2.9%	6.7%	11.8%	-4.9%	43.2%	54.4%	29.4%	57.8%	-7.5%	Feb '26
Derivative Income- JPMorgan	55.55	-1.1%	-1.0%	-6.7%	-3.0%	0.8%	5.9%	8.1%	-2.4%	30.7%	45.1%	26.4%	44.3%	-6.7%	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	16.46	-0.2%	-0.8%	2.7%	3.9%	2.9%	10.0%	6.5%	4.1%	30.0%	37.3%	34.8%	34.3%	-0.8%	Mar '26
Multistrategy- AQR	14.38	0%	-0.2%	-1.5%	2.5%	5.6%	12.1%	16.4%	2.6%	47.4%	73.7%	68.6%	50.7%	-1.5%	Feb '26
Long Short- AQR	20.46	0%	-0.2%	-2.8%	-3.8%	4.5%	19.7%	34.4%	-3.3%	105.3%	173.3%	149.6%	138.1%	-3.9%	Dec '25
Mkt Neutral- BlackRock	15.17	-0.1%	0.3%	1.3%	3.8%	6.7%	18.1%	18.3%	4.0%	66.4%	69.2%	75.9%	76.5%	-0.4%	Mar '26
Multi Strategy- Variant	26.64	0.04%	0.1%	0.6%	1.3%	3.6%	6.7%	7.2%	1.2%	22.1%	47.4%	35.4%	26.9%	New Peak	Mar '26
Long Short- First Trust	69.38	-0.5%	0.0%	-2.6%	-3.3%	-0.2%	10.3%	9.1%	-2.3%	44.2%	59.9%	40.4%	55.2%	-3.8%	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)	274.34	-2.3%	-8.9%	-12.0%	-12.5%	11.3%	78.3%	66.0%	-12.4%	173.6%	173.0%	90.6%	183.3%	-20.2%	Feb '26
Meta (Communications)	525.72	-4.0%	-11.4%	-18.9%	-20.7%	-29.3%	-8.6%	13.1%	-20.4%	163.8%	87.1%	56.4%	315.2%	-33.4%	Aug '25
Amazon (Cyclical)	199.34	-4.0%	-2.9%	-5.1%	-14.3%	-9.3%	3.4%	5.2%	-13.6%	105.0%	30.6%	17.0%	76.6%	-21.5%	Nov '25
Tesla (Cyclical)	361.83	-2.8%	-1.7%	-10.1%	-23.9%	-17.8%	37.3%	11.4%	-19.5%	91.3%	75.4%	-9.5%	66.6%	-26.1%	Dec '25
Procter & Gamble (Defensive)	142.71	0.2%	-1.1%	-14.6%	-0.7%	-5.1%	-12.7%	-12.3%	0.3%	5.3%	19.5%	-2.5%	25.5%	-17.9%	Dec '24
PepsiCo (Defensive)	153.04	1.5%	2.0%	-9.0%	7.4%	11.0%	6.6%	-1.8%	7.6%	-5.6%	25.2%	1.2%	1.3%	-13.7%	May '23
Coca-Cola (Defensive)	75.71	1.4%	1.3%	-7.2%	8.4%	16.1%	10.0%	15.6%	8.3%	33.9%	64.5%	43.9%	51.3%	-7.2%	Feb '26
Exxon Mobil (Energy)	170.99	3.4%	7.1%	12.1%	44.5%	48.1%	50.2%	16.0%	43.0%	76.8%	258.8%	212.3%	95.4%	New Peak	Mar '26
Chevron (Energy)	211.15	1.6%	4.7%	13.1%	42.1%	34.6%	32.9%	10.1%	39.9%	50.3%	141.9%	110.1%	54.6%	New Peak	Mar '26
JPMorgan Chase (Financial)	282.84	-3.0%	-1.3%	-5.8%	-13.4%	-9.7%	18.9%	37.3%	-11.8%	135.6%	107.1%	95.2%	195.3%	-15.5%	Jan '26
Visa (Financial)	295.52	-3.3%	-2.0%	-7.7%	-16.6%	-12.1%	-13.2%	11.8%	-15.6%	37.2%	43.6%	37.8%	70.3%	-20.4%	Jun '25
Mastercard (Financial)	484.24	-3.3%	-2.4%	-6.4%	-16.3%	-14.1%	-9.9%	9.0%	-15.0%	39.1%	36.1%	33.8%	74.2%	-18.9%	Aug '25
Bank of America (Financial)	46.97	-2.6%	-0.4%	-5.2%	-15.9%	-9.1%	16.4%	28.0%	-14.1%	80.6%	37.1%	13.2%	72.1%	-17.5%	Jan '26
UnitedHealth (Health)	259.02	-3.4%	-6.0%	-11.7%	-21.9%	-24.2%	-48.8%	-33.1%	-21.5%	-42.3%	-25.6%	-44.8%	-45.1%	-57.4%	Nov '24
Johnson & Johnson (Health)	240.45	0.5%	2.2%	-3.2%	16.4%	35.4%	51.0%	47.5%	16.8%	73.2%	67.9%	58.4%	63.8%	-3.3%	Mar '26
Eli Lilly (Health)	878.24	-2.1%	-3.1%	-16.5%	-18.4%	21.6%	7.6%	40.2%	-18.1%	165.9%	398.2%	236.1%	178.3%	-20.7%	Nov '25
Union Pacific (Industrials)	238.79	-0.2%	1.6%	-9.9%	2.8%	2.7%	5.3%	3.9%	3.8%	30.1%	19.9%	6.3%	34.9%	-10.6%	Mar '26
Honeywell (Industrials)	223.12	-0.9%	0.7%	-8.4%	13.6%	15.0%	15.0%	-6.4%	14.9%	34.3%	20.0%	25.3%	47.6%	-10.0%	Mar '26
Nvidia (IT)	167.52	-2.2%	-3.0%	-5.5%	-12.1%	-6.0%	52.8%	38.9%	-10.2%	534.8%	1208.0%	457.2%	1358.5%	-19.1%	Oct '25
Broadcom (IT)	300.68	-2.8%	-3.0%	-5.9%	-14.6%	-9.9%	78.9%	50.6%	-13.1%	399.8%	588.0%	389.4%	636.5%	-27.1%	Dec '25
Adobe (IT)	234.84	-2.5%	-5.4%	-10.5%	-33.6%	-34.8%	-39.1%	-21.3%	-32.9%	-37.1%	-49.9%	-58.4%	-17.9%	-63.0%	Feb '24
Oracle (IT)	139.66	-2.2%	-6.7%	-3.9%	-29.3%	-50.5%	0.1%	18.1%	-28.2%	61.1%	112.9%	68.2%	127.9%	-57.3%	Sep '25
salesforce.com (IT)	179.31	-3.4%	-8.2%	-7.9%	-32.6%	-26.2%	-33.1%	-20.2%	-32.3%	-5.6%	-13.2%	-29.0%	27.5%	-50.9%	Dec '24
Linde PLC (Materials)	491.12	-0.9%	0.6%	-3.3%	15.6%	3.9%	8.1%	3.2%	15.2%	46.5%	86.2%	53.2%	88.7%	-3.6%	Mar '26
Sherwin-Williams (Materials)	315.37	-1.3%	3.9%	-12.8%	-2.9%	-7.3%	-6.3%	-3.8%	-2.5%	53.0%	30.3%	-3.3%	61.6%	-20.2%	Nov '24
American Tower (Real Estate)	169.52	0.4%	-4.1%	-11.6%	-3.0%	-11.1%	-18.6%	-0.9%	-3.4%	-2.7%	-17.8%	-32.8%	2.8%	-26.6%	Sep '24
Prologis Inc. (Real Estate)	128.90	-0.6%	0.7%	-9.6%	0.1%	13.8%	19.8%	25.1%	1.0%	20.6%	38.0%	-11.9%	42.1%	-9.7%	Mar '26
NextEra Energy (Utilities)	91.40	0.3%	2.1%	-2.5%	14.4%	22.1%	33.6%	15.5%	14.6%	32.6%	40.5%	11.9%	38.7%	-3.8%	Feb '26
Duke Energy (Utilities)	129.99	0.5%	2.5%	-0.7%	11.9%	7.5%	12.7%	12.7%	11.8%	54.2%	64.7%	48.2%	73.5%	-2.6%	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	15.53	-0.4%	-0.4%	-3.9%	-1.7%	0.2%	6.4%	9.4%	-1.5%	19.9%	9.8%	6.6%	27.8%	-3.9%	Feb '26
Moderate-60% Stock	63.12	-0.8%	-0.7%	-6.3%	-3.5%	0.1%	12.8%	16.4%	-2.9%	39.6%	32.1%	22.0%	54.8%	-6.6%	Feb '26
Mod Agg-80% Stock	49.01	-1.1%	-1.0%	-7.6%	-4.1%	0.0%	15.9%	19.6%	-3.4%	49.8%	41.6%	28.3%	68.6%	-8.0%	Feb '26
Aggressive-90% Stock	29.25	-1.1%	-1.1%	-8.3%	-4.0%	0.7%	18.1%	20.9%	-3.4%	50.4%	43.4%	27.1%	69.7%	-9.0%	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	66187.09	-0.13%	-6.1%	0.5%	-24.2%	-39.7%	-21.5%	-6.3%	-24.4%	142.7%	20.0%	42.5%	245.5%	-46.9%	Oct '25
Ethereum	1989.27	-0.06%	-7.3%	3.0%	-32.0%	-50.7%	4.9%	-11.0%	-33.0%	12.2%	16.8%	-47.1%	53.6%	-58.8%	Aug '25
BNB	611.25	-0.2%	-4.8%	-0.4%	-26.7%	-36.4%	-1.3%	23.1%	-29.2%	95.1%	139.6%	19.4%	125.6%	-53.3%	Oct '25
Solana	82.62	-0.4%	-8.1%	0.8%	-32.4%	-59.8%	-36.2%	-34.2%	-33.6%	303.6%	459.0%	-51.5%	165.1%	-68.5%	Jan '25
Bitcoin ETF	37.40	-3.7%	-6.0%	0.6%	-24.6%	-39.6%	-21.4%	-6.4%	-24.7%	-	-	-	-	-47.5%	Oct '25
Grayscale Bitcoin (hi fee)	51.37	-3.7%	-6.0%	0.5%	-24.9%	-40.0%	-22.4%	-7.6%	-24.9%	264.3%	22.5%	65.9%	407.3%	-47.8%	Oct '25
Bloomberg Commodities	24.09	2.3%	0.9%	10.5%	20.0%	30.0%	31.5%	14.9%	23.3%	46.1%	83.8%	56.6%	35.8%	-0.6%	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	4.98	0.9%	0.4%	7.5%	3.4%	4.5%	7.5%	1.1%	2.9%	31.7%	110.5%	147.1%	28.3%	-2.4%	Oct '23
10yr Treasury rate	4.44	0.5%	1.1%	12.1%	7.4%	6.0%	4.3%	-9.0%	6.7%	24.6%	167.5%	172.7%	13.8%	-11.0%	Oct '23
5yr Treasury rate	4.07	-0.6%	1.4%	15.9%	10.1%	8.0%	2.2%	-15.0%	9.3%	11.1%	375.5%	198.2%	-1.0%	-18.0%	Oct '23
13-week T-bill	3.61	-0.4%	-0.3%	0.8%	1.8%	-6.6%	-13.9%	-15.7%	1.7%	-22.1%	23946.7%	6705.7%	2.1%	-32.6%	Oct '23
Crude Oil	101.18	7.1%	2.9%	51.0%	78.3%	54.0%	45.9%	-19.9%	76.2%	38.2%	66.0%	33.0%	15.9%	New Peak	Mar '26
Gold	4521.30	3.3%	-1.1%	-13.6%	-0.2%	19.8%	46.5%	64.5%	4.5%	129.2%	161.0%	151.3%	170.7%	-15.0%	Jan '26
USD/EUR	0.87	0.2%	0.4%	2.3%	2.2%	-	-6.4%	-11.4%	1.8%	-6.0%	2.1%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.70	0.2%	1.1%	2.5%	2.3%	-	5.9%	-0.4%	2.1%	21.9%	46.3%	38.7%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	31.05	13.2%	15.9%	56.3%	128.3%	103.1%	43.4%	-13.8%	107.7%	55.5%	64.6%	87.0%	-7.5%	-40.7%	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	50.53	0.10%	-0.1%	-1.1%	-0.1%	1.1%	4.1%	6.1%	-0.2%	19.0%	17.8%	17.0%	22.2%	-1.1%	Feb '26
Interm Muni- JPMorgan	49.87	-0.02%	-0.4%	-2.5%	-0.8%	0.5%	3.3%	4.3%	-1.0%	9.3%	5.6%	3.3%	14.7%	-2.5%	Feb '26
Interm Bond- Janus MSB	44.91	0%	-0.4%	-3.0%	-1.5%	0.6%	4.2%	8.8%	-1.3%	12.6%	2.2%	2.2%	18.8%	-3.0%	Feb '26
Interm Bond- Vanguard	76.52	0%	-0.2%	-2.9%	-1.6%	-0.1%	3.9%	8.5%	-1.4%	11.9%	1.6%	0.7%	18.2%	-2.9%	Feb '26
Multisector Bond- Intrepid	8.89	-0.2%	0.0%	-0.4%	-0.1%	1.0%	6.4%	8.2%	-0.4%	30.6%	34.9%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	47.38	-0.4%	-0.1%	-3.7%	-2.4%	-1.1%	3.4%	8.2%	-2.3%	15.7%	12.3%	11.1%	24.8%	-3.8%	Feb '26
Long Bond- Vanguard	73.43	-0.6%	-0.2%	-4.6%	-3.4%	-3.0%	2.2%	7.2%	-2.8%	9.4%	-8.8%	-14.1%	21.3%	-5.7%	Oct '25
Long CA Muni- PIMCO	9.30	-0.11%	-0.5%	-2.8%	-0.8%	0.4%	2.6%	3.3%	-1.3%	9.1%	1.6%	-1.1%	13.7%	-2.8%	Feb '26
Long Muni- iShares	56.57	-0.07%	-0.4%	-2.9%	-1.1%	0.7%	3.6%	3.4%	-1.3%	7.1%	2.3%	0.6%	12.3%	-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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