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S&P 500

Return

63.2%

[

20.5%

annualized]

Dec 29 2023 - Aug 14 2026

DJIA (Large Value)

Return

42.5%

[

14.4%

annualized]

Dec 29 2023 - Aug 14 2026

Russell 2000 (Small Cap)

Return

51.2%

[

17.0%

annualized]

Dec 29 2023 - Aug 14 2026

Performance Range:

As of Aug 14 12:50 PM EDT, next update at 01:00 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7782.89	-0.2%	0.3%	3.2%	3.8%	13.8%	20.3%	16.4%	13.7%	73.3%	74.2%	62.3%	117.6%	-0.2%	Aug '26
DJIA (Large Value)	53720.05	-0.2%	-0.6%	2.3%	7.3%	8.5%	19.6%	13.0%	11.8%	52.1%	51.3%	46.8%	83.9%	-1.2%	Aug '26
Russell 2000 (Small Cap)	3064.26	0.4%	1.0%	3.4%	7.0%	15.8%	33.3%	11.3%	23.5%	59.6%	37.8%	34.8%	81.6%	NewNew Peak	Aug '26
NASDAQ Comp (Tech/Growth)	26687.87	-0.4%	0.0%	2.2%	0.2%	18.4%	22.9%	20.4%	14.8%	93.6%	80.0%	68.6%	156.2%	-1.5%	Jun '26
Aggregate Bond	97.47	-0.2%	-0.1%	-0.2%	-0.2%	-1.5%	2.3%	7.2%	-0.1%	13.7%	-1.3%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	106.11	-0.4%	-0.4%	-0.6%	-1.1%	-2.7%	1.0%	7.9%	-1.1%	15.5%	-4.3%	-2.3%	23.8%	-2.8%	Feb '26
High Yield Bond	79.71	-0.10%	0.1%	0.5%	1.3%	1.5%	5.1%	8.6%	2.3%	27.2%	20.4%	19.2%	39.5%	-0.1%	Aug '26
Preferred	30.85	-0.13%	0.7%	1.6%	-1.0%	-0.3%	3.5%	4.9%	2.6%	20.7%	5.0%	3.9%	27.5%	-1.4%	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	52.52	0.4%	-0.6%	3.7%	2.0%	-0.7%	18.8%	9.9%	16.8%	34.2%	34.1%	28.4%	64.9%	-1.4%	Aug '26
Consumer Discretionary/Cyclical	118.28	-0.1%	-1.3%	2.1%	-0.1%	2.2%	3.8%	7.4%	-0.5%	42.4%	35.7%	16.8%	75.7%	-4.6%	Jan '26
Financial Services	58.19	-0.13%	1.0%	3.6%	13.8%	13.6%	11.5%	14.9%	7.2%	75.0%	64.4%	59.0%	104.5%	-0.1%	Aug '26
Real Estate	98.79	0.2%	0.4%	1.3%	4.6%	6.5%	15.1%	3.3%	13.8%	34.4%	12.1%	2.4%	50.2%	-2.1%	Jul '26
Communication Services	112.88	0.3%	1.5%	1.3%	-3.4%	-0.9%	2.8%	23.1%	-3.6%	72.7%	42.8%	51.3%	146.8%	-5.5%	Jan '26
Energy	61.99	1.5%	7.8%	8.9%	7.5%	15.6%	49.4%	7.9%	40.6%	52.4%	200.7%	153.2%	75.4%	-0.2%	Mar '26
Industrials	186.53	0.4%	0.7%	3.4%	7.2%	7.7%	25.0%	19.3%	20.9%	78.8%	91.5%	90.3%	132.7%	NewNew Peak	Aug '26
Technology	189.66	-0.6%	0.9%	3.3%	5.8%	36.2%	42.4%	24.6%	32.1%	128.2%	154.1%	123.5%	234.3%	-4.2%	Jun '26
Consumer Staples/Defensive	86.08	0.09%	1.1%	3.2%	2.0%	-2.6%	8.0%	1.5%	12.2%	25.5%	35.4%	25.7%	40.7%	-3.2%	Feb '26
Healthcare	167.48	-0.5%	1.1%	5.8%	14.7%	7.1%	27.2%	14.5%	9.1%	29.4%	35.8%	29.3%	46.2%	-0.6%	Aug '26
Utilities	44.33	0.7%	1.7%	-3.0%	-0.6%	-3.4%	6.1%	16.0%	5.2%	51.4%	50.0%	43.1%	61.4%	-5.9%	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	162.17	-0.2%	0.5%	3.3%	4.2%	11.8%	23.5%	22.4%	15.4%	77.0%	70.6%	64.7%	123.8%	-0.2%	Aug '26
MSCI Emerging Markets	66.56	-0.2%	1.4%	1.3%	-0.7%	9.5%	36.1%	34.0%	22.3%	81.6%	44.8%	50.0%	111.3%	-6.5%	Jun '26
FTSE Europe	92.33	-0.05%	-0.3%	4.6%	7.0%	6.0%	20.9%	35.8%	12.5%	64.9%	54.9%	55.7%	128.1%	-0.3%	Aug '26
MSCI Japan	98.16	-0.3%	1.3%	4.5%	7.2%	5.2%	30.0%	25.9%	22.2%	76.2%	61.2%	62.9%	121.9%	-0.3%	Aug '26
MSCI India	49.78	-0.4%	-1.2%	2.2%	2.9%	-5.9%	-5.0%	2.7%	-7.9%	15.4%	15.8%	7.9%	23.9%	-15.3%	Sep '24
MSCI China	54.60	0.3%	-3.5%	2.6%	-5.4%	-8.9%	-6.2%	31.0%	-8.5%	29.5%	-13.8%	-2.9%	48.7%	-16.9%	Oct '25
International Bond	47.72	-0.4%	-0.5%	-0.2%	0.2%	-0.9%	1.2%	2.9%	0.4%	13.1%	-0.3%	1.8%	17.9%	-1.6%	Feb '26
iShares Latin America	33.51	0.3%	-3.2%	-3.5%	-4.1%	-6.4%	34.5%	52.7%	11.4%	49.0%	61.2%	93.0%	73.2%	-10.9%	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	713.34	-0.2%	0.4%	3.2%	4.0%	14.5%	21.7%	17.8%	14.4%	80.2%	86.7%	73.1%	129.4%	-0.2%	Aug '26
US Large Growth	125.10	-0.4%	0.4%	1.5%	-0.5%	12.1%	12.2%	19.8%	5.9%	91.5%	97.9%	80.3%	160.2%	-2.8%	Jun '26
US Large Value	258.70	0%	0.4%	5.0%	10.4%	16.4%	32.4%	15.7%	23.8%	70.3%	74.6%	67.5%	103.2%	NewNew Peak	Aug '26

US MidCap Blend	84.44	0.2%	2.1%	4.5%	9.3%	12.6%	22.3%	17.0%	17.2%	80.5%	83.7%	72.8%	123.4%	NewNew Peak	Aug '26
US MidCap Growth	313.97	0.2%	2.5%	4.4%	8.6%	15.2%	10.7%	10.7%	12.8%	56.8%	33.9%	29.0%	90.4%	NewNew Peak	Aug '26
US MidCap Value	210.96	0.3%	1.9%	4.5%	9.9%	10.8%	26.1%	12.1%	20.1%	60.8%	62.7%	55.2%	87.7%	NewNew Peak	Aug '26

US Small Blend	308.90	0.12%	0.9%	4.0%	7.9%	12.6%	26.8%	8.9%	20.6%	59.6%	49.0%	45.2%	88.5%	NewNew Peak	Aug '26
US Small Growth	394.47	0.5%	1.1%	3.3%	6.1%	18.0%	31.9%	12.9%	22.3%	66.8%	37.1%	37.1%	94.7%	NewNew Peak	Aug '26
US Small Value	227.09	0.1%	0.7%	3.4%	8.5%	14.3%	37.7%	12.4%	26.1%	63.8%	54.9%	47.2%	85.5%	NewNew Peak	Aug '26

Foreign Large Blend	108.57	-0.11%	0.0%	4.4%	6.6%	5.8%	22.5%	31.6%	14.8%	66.2%	56.3%	57.6%	119.0%	-0.1%	Aug '26
Foreign Growth	126.73	-0.3%	0.4%	4.3%	5.8%	4.8%	16.4%	20.7%	12.1%	44.2%	23.8%	24.0%	87.8%	-0.3%	Aug '26
Foreign Value	81.95	0.05%	-0.4%	4.4%	7.3%	7.0%	28.5%	42.2%	17.8%	89.7%	93.9%	97.3%	153.1%	-0.4%	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%	0.3%	1.5%	1.8%	3.7%	2.9%	3.6%	2.8%	20.8%	31.2%	28.8%	34.7%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.60		0.03%	0.1%	0.5%	1.1%	2.1%	4.8%	5.2%	2.8%	19.8%	27.1%	26.7%	29.0%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.58		0.02%	0.4%	1.1%	1.1%	2.8%	4.7%	6.9%	1.6%	22.7%	30.8%	28.9%	35.4%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	0.2%	0.6%	1.6%	3.2%	7.0%	8.9%	3.7%	33.6%	57.9%	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	60.78		-0.2%	0.6%	2.6%	3.7%	12.5%	20.7%	17.7%	14.4%	84.5%	117.1%	113.4%	135.7%	-0.2%	Aug '26
Int’l Min Volatility- Franklin	42.83		-0.3%	-0.2%	2.9%	5.1%	7.9%	30.6%	27.1%	18.6%	87.5%	114.2%	111.5%	127.1%	-0.4%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.35	p	EOD	-0.1%	1.6%	3.1%	11.5%	19.6%	3.0%	16.8%	72.2%	118.6%	118.1%	124.2%	-4.4%	Jun '26
Small Value- Avantis	128.55		0.4%	1.3%	3.6%	8.6%	12.6%	35.5%	7.4%	26.8%	63.7%	86.4%	71.7%	97.0%	-0.1%	Aug '26
Mid Value- Pacer Cash Cows	70.74		-0.2%	2.2%	10.8%	12.4%	10.8%	27.4%	9.0%	18.1%	45.1%	74.4%	63.3%	76.6%	-0.2%	Aug '26
Growth- S&P Momentum	152.83		0.07%	2.1%	0.0%	3.8%	29.8%	30.5%	26.6%	28.6%	166.4%	162.1%	149.9%	207.1%	-5.5%	Jun '26
Invesco S&P Quality	87.42		-0.03%	1.7%	0.4%	5.3%	10.8%	22.0%	13.2%	17.2%	75.7%	84.1%	74.4%	129.8%	-3.0%	Jun '26
Rotation Factor- BlackRock	70.18		-0.2%	0.3%	3.1%	4.7%	16.5%	23.7%	20.0%	15.9%	97.9%	105.1%	96.0%	165.5%	-0.2%	Aug '26
US Min Volatility- Fidelity	72.90		-0.3%	-0.7%	4.7%	5.2%	8.7%	15.0%	11.8%	10.1%	50.1%	58.7%	49.8%	82.7%	-1.0%	Aug '26
Derivative Income- JPMorgan	58.01		0.2%	0.8%	3.2%	5.7%	2.0%	11.0%	8.1%	6.3%	32.2%	43.6%	37.6%	57.1%	NewNew Peak	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	17.56	p	EOD	0.2%	0.9%	1.2%	9.2%	10.6%	6.5%	11.1%	31.4%	45.8%	43.8%	43.3%	NewNew Peak	Aug '26
Multistrategy- AQR	15.04	p	EOD	1.3%	2.4%	2.0%	5.1%	13.8%	16.4%	7.4%	46.6%	78.3%	76.3%	57.6%	NewNew Peak	Aug '26
Long Short- AQR	22.29	p	EOD	2.7%	6.8%	7.2%	7.8%	19.1%	34.4%	5.3%	99.2%	191.3%	172.0%	159.4%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.62	p	EOD	1.2%	3.1%	5.7%	16.2%	24.1%	18.3%	15.3%	79.4%	91.1%	94.9%	95.6%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.83	p	EOD	0.1%	0.6%	1.3%	3.2%	6.7%	7.2%	3.5%	20.6%	42.9%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	76.43		0.2%	0.7%	2.3%	3.3%	8.3%	14.0%	9.1%	8.1%	47.8%	63.6%	55.2%	71.6%	NewNew Peak	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)	344.68	-0.5%	-2.7%	-4.1%	-14.0%	12.9%	70.3%	66.0%	10.3%	164.8%	152.5%	139.8%	256.4%	-14.3%	May '26
Meta (Communications)	590.92	-0.7%	-0.2%	-10.6%	-4.4%	-7.5%	-24.2%	13.1%	-10.3%	94.7%	64.1%	76.1%	367.5%	-25.0%	Aug '25
Amazon (Cyclical)	263.55	-0.6%	-4.0%	6.5%	-1.4%	32.6%	14.1%	5.2%	14.2%	87.5%	60.0%	54.7%	133.4%	-7.2%	Aug '26
Tesla (Cyclical)	339.85	-0.03%	3.4%	-14.2%	-23.3%	-18.6%	1.3%	11.4%	-24.4%	41.7%	42.2%	-15.0%	56.4%	-30.6%	Dec '25
Procter & Gamble (Defensive)	144.26	0%	-1.0%	-0.5%	1.8%	-8.5%	-3.4%	-12.3%	2.9%	0.2%	14.2%	0.1%	28.7%	-15.8%	Dec '24
PepsiCo (Defensive)	140.68	0.04%	1.2%	3.9%	-4.4%	-13.6%	-1.6%	-1.8%	-0.1%	-14.9%	5.3%	-6.0%	-5.9%	-19.8%	May '23
Coca-Cola (Defensive)	87.61	0.2%	0.6%	5.5%	9.6%	12.8%	29.5%	15.6%	27.0%	57.2%	77.5%	68.7%	77.5%	-1.7%	Jul '26
Exxon Mobil (Energy)	160.95	1.5%	5.2%	10.9%	6.1%	9.2%	54.7%	16.0%	35.6%	59.0%	235.7%	195.9%	85.2%	-5.5%	Mar '26
Chevron (Energy)	201.23	1.8%	7.9%	10.7%	8.8%	11.6%	35.1%	10.1%	34.5%	39.2%	142.3%	102.1%	48.7%	-3.8%	Mar '26
JPMorgan Chase (Financial)	362.91	-0.06%	1.5%	5.8%	21.6%	21.1%	25.7%	37.3%	14.2%	150.5%	157.1%	152.8%	282.5%	-0.6%	Aug '26
Visa (Financial)	364.85	-0.2%	0.8%	2.7%	13.3%	16.6%	6.4%	11.8%	4.7%	53.7%	62.9%	70.8%	111.1%	-1.3%	Aug '26
Mastercard (Financial)	567.72	0.12%	0.8%	5.5%	16.1%	9.9%	-2.1%	9.0%	-0.1%	45.0%	61.2%	57.4%	104.9%	-4.6%	Aug '25
Bank of America (Financial)	64.49	0.6%	2.1%	6.4%	30.0%	24.0%	38.1%	28.0%	18.5%	124.7%	75.1%	56.3%	137.6%	-0.5%	Aug '26
UnitedHealth (Health)	401.64	0.6%	-1.3%	-5.5%	1.2%	38.8%	51.9%	-33.1%	23.3%	-16.5%	7.0%	-13.3%	-13.7%	-33.0%	Nov '24
Johnson & Johnson (Health)	260.73	-0.5%	0.6%	2.7%	13.6%	8.3%	53.0%	47.5%	27.4%	64.1%	70.3%	72.8%	78.7%	-2.4%	Jul '26
Eli Lilly (Health)	1181.00	-2.3%	-0.4%	2.5%	17.5%	13.8%	73.8%	40.2%	10.3%	123.8%	367.1%	352.7%	274.9%	-4.4%	Jul '26
Union Pacific (Industrials)	296.51	-0.4%	1.2%	2.8%	10.7%	14.9%	36.9%	3.9%	29.5%	38.0%	45.7%	32.7%	68.4%	-3.5%	Jul '26
Honeywell (Industrials)	233.87	-0.05%	-5.0%	5.0%	3.0%	-6.6%	10.8%	-6.4%	15.5%	32.4%	12.8%	25.9%	48.3%	-9.6%	Mar '26
Nvidia (IT)	225.16	-0.06%	0.5%	6.3%	-4.4%	23.3%	23.9%	38.9%	20.9%	415.6%	1019.2%	649.9%	1862.8%	-4.4%	May '26
Broadcom (IT)	393.75	-5.8%	-8.0%	1.2%	-10.3%	21.5%	27.4%	50.6%	14.2%	377.9%	789.6%	543.2%	868.0%	-18.1%	Jun '26
Adobe (IT)	264.12	-2.4%	-0.4%	19.6%	11.4%	0.1%	-24.2%	-21.3%	-24.5%	-49.4%	-58.6%	-53.2%	-7.7%	-58.4%	Feb '24
Oracle (IT)	152.06	-2.7%	3.4%	18.9%	-22.0%	-4.4%	-37.2%	18.1%	-21.2%	36.3%	80.0%	84.4%	149.8%	-53.2%	Sep '25
salesforce.com (IT)	196.55	-2.4%	2.0%	17.3%	17.6%	4.1%	-15.1%	-20.2%	-25.4%	-5.7%	-20.5%	-21.7%	40.5%	-45.9%	Dec '24
Linde PLC (Materials)	482.10	0.8%	-1.6%	-7.7%	-5.5%	0.9%	2.3%	3.2%	13.8%	31.1%	66.7%	51.3%	86.5%	-11.8%	Jul '26
Sherwin-Williams (Materials)	357.58	-1.1%	-3.3%	8.9%	16.0%	-2.6%	-1.3%	-3.8%	10.9%	32.7%	22.4%	9.9%	83.7%	-9.3%	Nov '24
American Tower (Real Estate)	175.75	0.9%	1.9%	4.1%	4.1%	-6.7%	-10.3%	-0.9%	2.1%	4.3%	-27.4%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	140.90	-0.2%	0.5%	-1.1%	-0.5%	2.9%	37.4%	25.1%	12.1%	25.6%	23.3%	-2.2%	57.7%	-6.1%	Jul '26
NextEra Energy (Utilities)	86.47	0.5%	2.2%	-3.4%	-9.0%	-6.5%	23.2%	15.5%	9.2%	37.8%	18.2%	6.6%	32.2%	-11.0%	Apr '26
Duke Energy (Utilities)	123.91	-0.5%	-0.8%	-1.9%	0.5%	-2.5%	3.2%	12.7%	7.5%	49.9%	40.5%	42.5%	66.8%	-6.4%	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	16.07	p	EOD	0.2%	0.9%	1.2%	1.6%	6.6%	9.4%	3.5%	24.9%	11.3%	12.0%	34.2%	NewNew Peak	Aug '26
Moderate-60% Stock	70.27		-0.2%	0.2%	2.1%	2.7%	6.4%	15.2%	16.4%	9.4%	49.3%	39.7%	37.5%	74.5%	-0.2%	Aug '26
Mod Agg-80% Stock	56.83	p	EOD	0.6%	3.0%	3.6%	9.1%	19.8%	19.6%	12.9%	62.6%	53.4%	49.9%	96.9%	NewNew Peak	Aug '26
Aggressive-90% Stock	35.29	p	EOD	0.7%	2.8%	3.9%	12.1%	24.5%	20.9%	16.6%	68.8%	57.7%	53.3%	104.7%	NewNew Peak	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	63094.47	-0.5%	-2.8%	-2.9%	-22.2%	-8.4%	-46.7%	-6.3%	-27.9%	114.5%	32.0%	35.8%	229.3%	-49.4%	Oct '25
Ethereum	1883.71	-0.01%	-1.5%	-0.3%	-17.4%	-8.0%	-58.6%	-11.0%	-36.5%	2.1%	-43.3%	-49.9%	45.5%	-61.0%	Aug '25
BNB	606.28	-0.6%	2.4%	4.2%	-10.6%	-2.1%	-27.9%	23.1%	-29.8%	152.3%	47.5%	18.4%	123.7%	-53.7%	Oct '25
Solana	75.45	-1.0%	2.5%	-3.0%	-18.1%	-10.5%	-60.8%	-34.2%	-39.4%	200.1%	68.1%	-55.7%	142.1%	-71.2%	Jan '25
Bitcoin ETF	35.74	-0.4%	-2.9%	-2.3%	-22.6%	-8.3%	-46.7%	-6.4%	-28.0%	-	-	-	-	-49.9%	Oct '25
Grayscale Bitcoin (hi fee)	48.85	-0.4%	-2.9%	-2.3%	-22.8%	-8.9%	-47.3%	-7.6%	-28.5%	168.8%	40.9%	57.8%	382.4%	-50.4%	Oct '25
Bloomberg Commodities	24.55	0.7%	3.0%	4.0%	-3.9%	17.1%	39.5%	14.9%	25.7%	45.7%	66.5%	59.6%	38.4%	-5.2%	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	5.27	1.1%	1.1%	3.4%	5.1%	12.2%	7.9%	1.1%	8.9%	23.1%	170.5%	161.4%	35.7%	-0.1%	Jul '26
10yr Treasury rate	4.69	1.0%	0.6%	2.2%	5.1%	15.6%	9.2%	-9.0%	12.6%	12.0%	261.4%	188.0%	20.1%	-6.0%	Oct '23
5yr Treasury rate	4.35	0.8%	-0.3%	0.6%	5.5%	20.5%	13.8%	-15.0%	16.8%	-0.2%	451.8%	218.5%	5.7%	-12.4%	Oct '23
13-week T-bill	3.70	-0.1%	-0.3%	0.0%	3.1%	3.0%	-10.0%	-15.7%	4.3%	-29.8%	8122.2%	6881.1%	4.7%	-30.8%	Oct '23
Crude Oil	81.82	0.7%	4.7%	3.1%	-19.1%	30.1%	27.9%	-19.9%	42.5%	-0.8%	19.5%	7.5%	-6.2%	-27.6%	Apr '26
Gold	4444.80	1.9%	2.4%	9.4%	-5.0%	-11.5%	33.3%	64.5%	2.8%	132.6%	150.4%	147.0%	166.1%	-16.4%	Jan '26
USD/EUR	0.86	-0.4%	-0.1%	-1.3%	0.7%	2.5%	0.6%	-11.4%	1.5%	-5.8%	-	-1.8%	-16.2%	-11.5%	Jan '25
USD/JPY	159.34	-0.06%	1.0%	-1.8%	0.6%	4.3%	7.9%	-0.4%	1.9%	9.6%	-	38.4%	8.6%	-2.8%	Jul '26
S&P 500 Volatility Index	14.47	-1.1%	-2.9%	-12.3%	-16.2%	-29.8%	-2.4%	-13.8%	-3.2%	-2.4%	-6.3%	-12.8%	-56.9%	-72.3%	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	50.48		0.02%	0.1%	0.4%	1.0%	1.2%	4.0%	6.1%	2.0%	19.2%	19.3%	19.6%	24.9%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.97		-0.07%	0.1%	-0.4%	0.5%	-0.3%	4.8%	4.3%	1.0%	11.5%	5.2%	5.4%	17.0%	-0.9%	Jul '26
Interm Bond- Janus MSB	44.46		-0.2%	0.1%	-0.2%	-0.2%	-1.4%	4.1%	8.8%	0.3%	16.6%	3.1%	3.9%	20.7%	-1.9%	Feb '26
Interm Bond- Vanguard	75.61		-0.2%	-0.1%	0.0%	-0.1%	-1.7%	2.0%	8.5%	-0.5%	15.2%	-0.5%	1.6%	19.4%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.1%	0.4%	1.6%	2.8%	6.2%	8.2%	3.2%	29.6%	35.4%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.92		-0.1%	-0.2%	0.1%	1.0%	-0.5%	3.0%	8.2%	1.0%	19.3%	14.6%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	71.73		-0.7%	-0.9%	-1.5%	-2.4%	-4.6%	-0.4%	7.2%	-2.4%	12.4%	-15.7%	-13.7%	21.9%	-5.3%	Oct '25
Long CA Muni- PIMCO	9.35	p	EOD	0.1%	-0.4%	0.7%	0.2%	6.5%	4.4%	1.6%	14.5%	5.8%	5.6%	21.4%	-0.9%	Jul '26
Long Muni- iShares	56.80		-0.2%	-0.1%	-0.7%	0.3%	-0.9%	5.1%	3.4%	0.6%	9.4%	2.5%	2.5%	14.4%	-1.3%	Feb '26

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