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S&P 500

Return

61.9%

[

18.5%

annualized]

Dec 29 2023 - Oct 29 2026

DJIA (Large Value)

Return

38.9%

[

12.3%

annualized]

Dec 29 2023 - Oct 29 2026

Russell 2000 (Small Cap)

Return

41.1%

[

12.9%

annualized]

Dec 29 2023 - Oct 29 2026

Performance Range:

As of Oct 29 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	7720.39	-0.3%	1.3%	0.9%	3.8%	7.1%	13.2%	16.4%	12.8%	85.3%	67.6%	25.7%	54.9%	-1.3%	Oct '26
DJIA (Large Value)	52342.56	-0.3%	0.2%	2.8%	0.3%	5.4%	10.1%	13.0%	8.9%	59.0%	46.1%	17.3%	39.0%	-3.7%	Aug '26
Russell 2000 (Small Cap)	2859.22	1.0%	3.0%	2.2%	-2.9%	2.1%	15.9%	11.3%	15.2%	73.6%	24.5%	25.3%	62.4%	-6.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26184.72	-1.4%	0.9%	-2.5%	4.2%	5.2%	11.0%	20.4%	12.7%	104.7%	69.0%	30.6%	71.5%	-5.1%	Oct '26
Aggregate Bond	96.15	0.3%	0.2%	2.1%	-0.5%	-1.0%	-0.5%	7.2%	-0.8%	16.8%	-1.1%	5.4%	4.5%	-2.6%	Feb '26
Corp Bond	104.22	0.1%	0.4%	2.4%	-0.8%	-1.9%	-2.2%	7.9%	-2.0%	20.1%	-4.4%	4.6%	6.1%	-3.7%	Feb '26
High Yield Bond	77.58	-0.01%	0.7%	0.9%	-0.9%	-0.6%	1.8%	8.6%	0.6%	28.0%	18.3%	7.2%	11.8%	-2.0%	Aug '26
Preferred	28.70	-0.2%	-0.2%	-2.2%	-4.3%	-6.1%	-3.4%	4.9%	-3.6%	21.0%	-2.0%	-0.3%	7.8%	-7.3%	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	52.53	1.3%	2.4%	7.9%	2.2%	2.9%	24.1%	9.9%	17.3%	46.9%	36.3%	20.7%	45.4%	-1.7%	Aug '26
Consumer Discretionary/Cyclical	116.20	0.8%	2.7%	6.8%	3.6%	-1.4%	0.2%	7.4%	-2.1%	57.8%	20.4%	4.2%	33.4%	-6.1%	Jan '26
Financial Services	56.94	1.4%	1.9%	6.6%	0.2%	10.0%	10.7%	14.9%	5.2%	86.3%	54.0%	11.9%	32.6%	-2.4%	Sep '26
Real Estate	93.87	2.3%	1.3%	4.7%	-4.8%	-0.8%	9.5%	3.3%	9.1%	47.3%	4.6%	9.0%	24.5%	-6.2%	Jul '26
Communication Services	101.21	-1.9%	-4.1%	-8.8%	-4.7%	-12.6%	-10.4%	23.1%	-13.2%	62.7%	32.9%	-1.5%	19.7%	-15.0%	Jan '26
Energy	68.71	0.4%	-0.9%	11.7%	17.2%	16.7%	61.5%	7.9%	56.7%	77.8%	184.7%	57.4%	88.0%	-1.3%	Oct '26
Industrials	170.13	1.0%	3.3%	1.9%	-4.4%	-2.0%	11.2%	19.3%	10.5%	81.6%	75.4%	25.2%	48.8%	-8.5%	Aug '26
Technology	188.74	-1.2%	3.0%	-3.6%	7.5%	18.6%	26.3%	24.6%	31.6%	136.2%	142.4%	57.4%	111.7%	-6.6%	Oct '26
Consumer Staples/Defensive	88.18	1.5%	-0.1%	9.4%	3.9%	6.0%	18.4%	1.5%	15.7%	41.4%	41.2%	13.2%	20.3%	-2.0%	Oct '26
Healthcare	184.04	2.4%	2.7%	9.3%	13.0%	27.1%	29.7%	14.5%	20.4%	56.2%	49.1%	29.5%	42.0%	NewNew Peak	Oct '26
Utilities	43.14	1.5%	1.4%	9.4%	-2.7%	-6.7%	-1.1%	16.0%	3.2%	59.4%	49.8%	12.9%	23.0%	-7.7%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	158.81	-0.3%	1.3%	0.0%	2.0%	5.5%	14.2%	22.4%	13.0%	86.2%	64.6%	31.0%	56.8%	-2.3%	Aug '26
MSCI Emerging Markets	62.72	-1.3%	1.1%	-6.1%	-1.4%	-1.5%	15.4%	34.0%	15.2%	82.5%	38.6%	44.7%	67.6%	-11.9%	Jun '26
FTSE Europe	88.14	1.0%	2.2%	1.5%	-2.9%	2.8%	12.6%	35.8%	7.6%	72.7%	50.5%	33.0%	47.3%	-5.2%	Aug '26
MSCI Japan	94.94	-0.05%	0.9%	-2.6%	1.8%	7.1%	19.0%	25.9%	18.2%	77.9%	56.5%	43.4%	62.0%	-4.4%	Oct '26
MSCI India	47.41	1.3%	2.0%	1.6%	-4.6%	-4.1%	-12.6%	2.7%	-12.3%	10.2%	4.3%	-4.7%	-3.6%	-15.1%	Jun '25
MSCI China	48.96	-0.2%	-0.1%	-6.2%	-11.8%	-14.4%	-22.5%	31.0%	-18.0%	24.5%	-20.5%	-6.2%	11.4%	-25.5%	Oct '25
International Bond	47.31	0.06%	0.2%	1.2%	-0.4%	-0.1%	-0.6%	2.9%	0.0%	13.7%	1.4%	2.8%	2.4%	-2.0%	Feb '26
iShares Latin America	32.68	-0.9%	-13.3%	-5.3%	-7.6%	-9.2%	15.4%	52.7%	8.7%	54.2%	87.1%	44.7%	62.5%	-14.5%	Oct '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	707.32	-0.4%	1.3%	0.9%	4.0%	7.7%	14.4%	17.8%	13.8%	92.4%	79.7%	28.1%	57.6%	-1.2%	Oct '26
US Large Growth	121.11	-1.5%	1.3%	-3.3%	3.2%	1.7%	0.7%	19.8%	2.6%	94.8%	81.4%	18.5%	53.4%	-6.3%	Oct '26
US Large Value	260.76	0.8%	1.3%	5.2%	4.4%	13.5%	29.9%	15.7%	25.3%	89.6%	74.3%	36.7%	60.2%	NewNew Peak	Oct '26

US MidCap Blend	82.24	0.8%	1.8%	4.9%	1.9%	7.1%	16.6%	17.0%	14.6%	95.5%	72.0%	27.5%	52.1%	-2.3%	Aug '26
US MidCap Growth	295.13	0.6%	2.8%	1.0%	0.2%	4.0%	2.6%	10.7%	6.2%	66.6%	18.9%	9.3%	37.7%	-5.9%	Aug '26
US MidCap Value	211.01	1.1%	1.4%	7.9%	3.4%	9.4%	25.1%	12.1%	20.8%	80.1%	62.0%	31.2%	53.4%	NewNew Peak	Oct '26

US Small Blend	294.71	1.3%	2.6%	3.6%	-0.1%	4.2%	18.0%	8.9%	15.4%	74.2%	38.4%	21.5%	55.2%	-4.4%	Aug '26
US Small Growth	359.77	1.0%	4.2%	0.8%	-3.6%	0.2%	10.4%	12.9%	11.7%	79.0%	20.9%	22.3%	61.6%	-9.0%	Aug '26
US Small Value	216.88	1.0%	1.8%	3.5%	-1.8%	5.2%	24.7%	12.4%	20.9%	80.8%	43.4%	33.4%	68.7%	-4.3%	Aug '26

Foreign Large Blend	104.35	0.6%	1.7%	0.4%	-1.8%	3.6%	14.0%	31.6%	10.4%	72.0%	51.9%	34.4%	50.5%	-4.1%	Aug '26
Foreign Growth	120.44	0.6%	2.3%	0.5%	-1.6%	1.9%	6.5%	20.7%	6.6%	52.2%	18.2%	19.2%	38.7%	-5.3%	Aug '26
Foreign Value	79.62	0.7%	1.0%	0.6%	-2.1%	5.3%	21.8%	42.2%	14.5%	93.3%	92.0%	50.4%	63.0%	-4.2%	Sep '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	22.87	0.1%	0.8%	0.1%	1.1%	2.5%	3.3%	3.6%	3.1%	19.5%	29.9%	6.0%	9.7%	-0.3%	Sep '26
Ultra Short- Janus AAA CLO	50.63	0%	0.0%	0.3%	1.1%	2.2%	4.8%	5.2%	3.7%	19.3%	27.9%	8.3%	8.8%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.46	0.10%	1.0%	0.7%	2.1%	2.6%	4.4%	6.9%	2.7%	22.7%	31.1%	9.1%	13.0%	NewNew Peak	Oct '26
Interval CEF- Cliffwater	10.20	0%	0.1%	-1.9%	-0.9%	0.6%	4.0%	8.9%	2.4%	28.5%	53.2%	9.9%	9.7%	-2.0%	Oct '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	58.93	0.03%	1.3%	-0.2%	1.3%	3.3%	12.5%	17.7%	11.2%	92.0%	109.1%	25.3%	54.6%	-3.0%	Aug '26
Int’l Min Volatility- Franklin	43.17	0.5%	0.9%	3.5%	1.2%	7.9%	27.8%	27.1%	20.5%	92.2%	122.7%	46.7%	61.1%	NewNew Peak	Oct '26
MidCap 30 - Hennessy (hi fee)	25.58	2.1%	3.9%	1.5%	-9.5%	-8.0%	6.2%	3.0%	5.4%	69.1%	100.0%	7.7%	37.2%	-13.8%	Jun '26
Small Value- Avantis	124.26	1.3%	1.8%	5.5%	-0.5%	4.2%	29.4%	7.4%	23.0%	76.6%	72.1%	30.9%	69.1%	-3.2%	Aug '26
Mid Value- Pacer Cash Cows	71.08	0.8%	0.0%	6.5%	7.1%	12.8%	26.1%	9.0%	19.4%	59.2%	74.1%	25.1%	54.2%	-1.6%	Sep '26
Growth- S&P Momentum	142.40	-1.7%	2.7%	-6.1%	-0.6%	6.8%	17.9%	26.6%	20.1%	159.3%	132.4%	40.0%	74.3%	-11.8%	Jun '26
Invesco S&P Quality	84.83	0.8%	2.2%	0.9%	-0.1%	5.1%	15.7%	13.2%	13.9%	81.4%	76.4%	21.4%	45.5%	-5.7%	Jun '26
Rotation Factor- BlackRock	68.72	-0.7%	1.1%	-0.8%	2.9%	7.9%	14.4%	20.0%	13.8%	108.4%	94.7%	30.2%	60.1%	-2.8%	Oct '26
US Min Volatility- Fidelity	74.60	0.3%	1.0%	5.6%	4.8%	8.7%	15.0%	11.8%	13.0%	61.9%	58.8%	20.9%	40.1%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.93	0.8%	1.9%	3.7%	3.1%	4.8%	10.3%	8.1%	7.5%	41.0%	44.0%	11.3%	28.3%	NewNew Peak	Oct '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	18.56	-0.11%	2.1%	1.8%	6.4%	8.7%	18.3%	6.5%	17.4%	37.9%	57.7%	23.2%	28.6%	-0.1%	Oct '26
Multistrategy- AQR	15.49	-0.4%	-0.4%	-0.1%	4.8%	6.0%	12.2%	16.4%	10.6%	46.4%	85.9%	21.8%	27.0%	-0.9%	Oct '26
Long Short- AQR	22.05	-0.9%	0.4%	-1.8%	3.8%	7.3%	11.3%	34.4%	4.2%	85.8%	195.9%	30.1%	35.4%	-2.7%	Sep '26
Mkt Neutral- BlackRock	16.03	-0.9%	0.4%	-0.1%	5.6%	10.2%	23.5%	18.3%	18.3%	76.5%	99.5%	38.6%	32.3%	-1.3%	Oct '26
Multi Strategy- Variant	25.63	-0.7%	-0.6%	-0.2%	1.0%	2.4%	5.5%	7.2%	4.2%	19.4%	41.4%	10.7%	9.8%	-0.7%	Oct '26
Long Short- First Trust	76.89	-0.5%	0.3%	0.3%	2.5%	4.7%	9.1%	9.1%	9.0%	51.7%	61.4%	15.1%	30.0%	-1.5%	Oct '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)	283.82	-12.6%	-11.4%	-17.5%	-14.9%	-26.2%	1.1%	66.0%	-9.1%	130.2%	93.5%	54.1%	97.1%	-29.4%	May '26
Meta (Communications)	624.52	2.0%	-2.8%	-13.9%	16.0%	2.2%	-6.0%	13.1%	-5.1%	108.3%	94.9%	-10.8%	22.9%	-20.6%	Aug '25
Amazon (Cyclical)	243.79	-4.2%	-1.7%	-2.2%	3.5%	-8.0%	9.4%	5.2%	5.6%	83.7%	44.6%	7.6%	42.9%	-14.2%	Aug '26
Tesla (Cyclical)	403.30	-0.2%	8.3%	13.7%	30.6%	5.7%	-8.4%	11.4%	-10.3%	104.3%	8.6%	11.9%	81.8%	-17.7%	Dec '25
Procter & Gamble (Defensive)	160.59	1.5%	-0.3%	11.3%	12.3%	10.7%	10.5%	-12.3%	15.3%	16.5%	27.8%	1.3%	6.4%	-4.4%	Mar '25
PepsiCo (Defensive)	133.79	0.9%	-1.5%	5.6%	-3.6%	-13.8%	-5.7%	-1.8%	-3.9%	-8.1%	-2.6%	-1.7%	1.3%	-19.1%	Feb '26
Coca-Cola (Defensive)	92.82	1.2%	0.1%	7.8%	5.5%	19.3%	38.1%	15.6%	35.3%	80.2%	90.6%	39.0%	41.3%	-2.6%	Oct '26
Exxon Mobil (Energy)	183.29	0.7%	0.0%	12.6%	17.5%	20.3%	64.4%	16.0%	55.4%	91.0%	238.8%	74.2%	90.6%	-0.7%	Oct '26
Chevron (Energy)	231.46	1.0%	-0.8%	13.3%	21.4%	21.9%	56.7%	10.1%	56.1%	79.6%	147.0%	56.6%	79.8%	-0.8%	Oct '26
JPMorgan Chase (Financial)	343.58	1.3%	3.6%	4.4%	-1.6%	10.7%	13.2%	37.3%	8.7%	166.4%	129.0%	27.4%	63.0%	-5.4%	Aug '26
Visa (Financial)	410.54	2.5%	0.6%	14.3%	12.3%	25.0%	19.9%	11.8%	17.8%	80.2%	101.3%	16.9%	34.7%	-0.9%	Oct '26
Mastercard (Financial)	635.70	4.2%	1.9%	15.4%	10.3%	26.8%	15.6%	9.0%	12.1%	73.8%	95.2%	13.0%	33.9%	NewNew Peak	Oct '26
Bank of America (Financial)	51.14	0.6%	1.1%	-6.0%	-16.7%	-3.4%	-1.5%	28.0%	-5.5%	113.9%	21.0%	15.5%	50.8%	-20.7%	Aug '26
UnitedHealth (Health)	410.91	0.9%	-1.7%	11.9%	-1.9%	12.2%	22.4%	-33.1%	26.9%	-17.4%	-2.3%	-16.0%	-22.7%	-28.7%	Apr '25
Johnson & Johnson (Health)	275.20	1.5%	4.3%	4.0%	8.1%	21.0%	48.9%	47.5%	35.1%	103.8%	94.3%	81.1%	90.6%	-1.2%	Sep '26
Eli Lilly (Health)	1373.70	6.6%	7.9%	18.7%	19.1%	47.4%	63.7%	40.2%	28.4%	147.9%	464.3%	60.1%	91.2%	NewNew Peak	Oct '26
Union Pacific (Industrials)	301.93	1.4%	3.1%	11.0%	4.8%	13.1%	40.9%	3.9%	32.5%	56.7%	40.0%	27.0%	49.9%	-2.3%	Aug '26
Honeywell (Industrials)	222.14	1.3%	0.4%	5.3%	-7.9%	-0.3%	7.9%	-6.4%	10.0%	33.0%	13.9%	10.4%	26.6%	-13.9%	Mar '26
Nvidia (IT)	213.66	-0.8%	1.3%	-6.4%	9.7%	7.3%	5.6%	38.9%	14.8%	420.6%	739.4%	53.9%	122.4%	-10.7%	Oct '26
Broadcom (IT)	345.00	-1.9%	7.2%	-1.8%	-10.9%	-17.1%	-7.7%	50.6%	0.2%	323.6%	608.9%	53.0%	123.7%	-28.1%	Jun '26
Adobe (IT)	248.12	-0.7%	-6.0%	3.4%	0.1%	0.8%	-26.9%	-21.3%	-29.1%	-52.9%	-61.8%	-45.7%	-27.0%	-46.5%	Feb '25
Oracle (IT)	139.56	-3.4%	10.6%	2.0%	9.8%	-12.9%	-44.9%	18.1%	-27.4%	42.2%	55.6%	-21.5%	14.4%	-56.9%	Sep '25
salesforce.com (IT)	230.90	-4.6%	-7.1%	0.6%	28.0%	31.4%	-9.3%	-20.2%	-12.2%	18.1%	-21.5%	-27.9%	-4.1%	-35.0%	Jan '25
Linde PLC (Materials)	503.15	-1.0%	-1.1%	6.0%	-0.8%	1.1%	18.6%	3.2%	19.2%	38.0%	68.7%	11.4%	24.2%	-7.7%	Jul '26
Sherwin-Williams (Materials)	330.10	2.9%	-2.1%	2.1%	-4.1%	3.1%	-4.2%	-3.8%	2.6%	44.0%	9.1%	-4.7%	6.8%	-11.2%	Sep '25
American Tower (Real Estate)	185.88	1.2%	-1.6%	13.6%	7.7%	3.8%	7.8%	-0.9%	9.1%	19.7%	-22.5%	5.2%	-3.1%	-16.0%	Jul '25
Prologis Inc. (Real Estate)	128.02	2.2%	1.2%	-1.4%	-11.7%	-8.5%	6.3%	25.1%	2.6%	42.6%	2.3%	11.6%	49.8%	-14.0%	Jul '26
NextEra Energy (Utilities)	82.14	1.4%	0.0%	8.4%	-5.9%	-14.8%	3.5%	15.5%	4.5%	57.0%	10.1%	25.3%	33.9%	-14.8%	Apr '26
Duke Energy (Utilities)	125.90	1.9%	0.7%	10.4%	0.6%	-1.1%	4.1%	12.7%	10.2%	60.3%	49.6%	18.7%	14.4%	-4.0%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.74	0.13%	0.5%	1.5%	0.0%	0.5%	2.5%	9.4%	2.2%	27.7%	10.5%	10.1%	13.0%	-1.3%	Aug '26
Moderate-60% Stock	68.78	0%	0.9%	0.8%	0.9%	2.8%	8.7%	16.4%	7.6%	55.3%	36.8%	21.1%	34.0%	-1.9%	Aug '26
Mod Agg-80% Stock	55.54	-0.1%	1.2%	0.4%	1.3%	3.9%	11.7%	19.6%	10.3%	69.8%	48.3%	26.4%	45.0%	-2.3%	Aug '26
Aggressive-90% Stock	34.24	-0.2%	1.2%	-0.8%	0.8%	4.0%	14.6%	20.9%	13.1%	76.1%	50.0%	30.2%	53.5%	-3.0%	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	77941.04	-0.09%	-3.9%	-6.7%	20.4%	2.1%	-28.0%	-6.3%	-10.9%	125.9%	25.3%	-19.3%	2.2%	-37.5%	Oct '25
Ethereum	2232.74	-0.9%	-6.3%	-16.8%	16.4%	-1.0%	-41.3%	-11.0%	-24.7%	23.3%	-49.4%	-17.8%	51.6%	-53.8%	Aug '25
BNB	718.26	2.4%	-2.8%	-6.5%	21.3%	16.8%	-33.4%	23.1%	-16.8%	214.6%	35.6%	9.9%	29.8%	-45.2%	Oct '25
Solana	96.94	1.3%	-5.7%	-17.8%	30.2%	16.8%	-47.5%	-34.2%	-22.1%	177.3%	-51.6%	-42.6%	-8.1%	-63.0%	Jan '25
Bitcoin ETF	45.71	-0.9%	-0.5%	-3.4%	24.6%	5.5%	-24.3%	-6.4%	-7.9%	-	-	-16.4%	4.9%	-35.9%	Oct '25
Grayscale Bitcoin (hi fee)	62.31	-1.0%	-0.6%	-3.5%	24.2%	4.9%	-25.2%	-7.6%	-8.9%	160.5%	38.8%	-18.1%	2.8%	-36.7%	Oct '25
Bloomberg Commodities	25.93	-0.3%	-1.5%	0.2%	8.1%	2.4%	36.9%	14.9%	32.8%	52.9%	62.0%	39.3%	54.2%	-3.3%	Sep '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	5.33	-0.6%	0.3%	-5.5%	2.3%	6.9%	14.7%	1.1%	10.1%	5.8%	174.4%	11.8%	13.0%	-5.9%	Oct '26
10yr Treasury rate	4.99	-1.1%	0.0%	-5.7%	7.0%	13.6%	21.9%	-9.0%	19.8%	2.3%	220.4%	10.0%	17.1%	-6.1%	Oct '26
5yr Treasury rate	4.80	-1.4%	-0.1%	-5.7%	9.7%	19.3%	29.1%	-15.0%	29.0%	-0.1%	304.1%	9.9%	22.7%	-5.7%	Sep '26
13-week T-bill	4.00	0.08%	-0.8%	-0.8%	8.8%	11.5%	6.4%	-15.7%	12.7%	-24.8%	8229.2%	-5.2%	-4.3%	-6.7%	May '25
Crude Oil	103.39	1.4%	0.1%	14.3%	23.7%	-1.6%	70.7%	-19.9%	80.1%	25.6%	23.7%	43.1%	73.5%	-8.5%	Apr '26
Gold	4004.80	-0.7%	-0.1%	-4.3%	-2.3%	-13.5%	-0.3%	64.4%	-7.7%	99.7%	124.5%	36.4%	33.9%	-24.7%	Jan '26
USD/EUR	0.89	-0.3%	0.1%	1.2%	3.0%	4.8%	3.7%	-11.4%	5.0%	-5.6%	-	-6.6%	-1.9%	-8.5%	Jan '25
USD/JPY	157.45	-0.2%	0.4%	-0.1%	-1.7%	0.3%	3.1%	-0.4%	0.7%	5.2%	-	3.6%	8.0%	-3.9%	Jul '26
S&P 500 Volatility Index	17.20	1.7%	-11.6%	5.3%	0.6%	1.8%	1.7%	-13.8%	15.1%	-12.9%	5.8%	12.6%	-67.1%	-67.1%	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	50.12	0.08%	0.2%	0.9%	0.4%	1.2%	2.9%	6.1%	2.0%	19.1%	19.6%	7.4%	6.7%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	48.93	0.10%	0.5%	3.2%	-0.8%	-1.1%	0.0%	4.3%	-0.4%	14.0%	4.8%	3.3%	5.7%	-2.3%	Jul '26
Interm Bond- Janus MSB	43.40	0.3%	0.5%	2.7%	-1.1%	-1.8%	-0.3%	8.8%	-1.2%	20.4%	1.9%	6.4%	5.3%	-3.3%	Feb '26
Interm Bond- Vanguard	74.10	0.3%	0.2%	2.1%	-1.0%	-1.6%	-1.2%	8.5%	-1.7%	17.5%	-0.1%	5.8%	4.2%	-3.5%	Feb '26
Multisector Bond- Intrepid	8.73	0%	0.5%	0.0%	-0.7%	0.6%	3.3%	8.2%	2.2%	27.3%	32.2%	8.8%	11.6%	-1.0%	Aug '26
Int’l Bond- JPMorgan	46.86	0.11%	0.1%	0.6%	-1.2%	-0.6%	-0.2%	8.2%	-0.6%	19.0%	13.6%	5.6%	6.2%	-2.5%	Feb '26
Long Bond- Vanguard	70.65	0.2%	0.4%	3.7%	-0.7%	-2.6%	-4.2%	7.2%	-2.8%	21.1%	-15.8%	2.9%	6.5%	-5.7%	Oct '25
Long CA Muni- PIMCO	9.09	0.11%	0.3%	3.1%	-1.1%	-1.8%	0.0%	4.4%	-0.6%	17.4%	4.7%	3.2%	6.1%	-3.0%	Jul '26
Long Muni- iShares	55.64	0.13%	0.5%	3.1%	-0.9%	-1.4%	-0.3%	3.4%	-1.0%	12.3%	1.8%	2.8%	6.7%	-2.8%	Feb '26

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