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S&P 500

Return

61.1%

[

19.5%

annualized]

Dec 29 2023 - Aug 31 2026

DJIA (Large Value)

Return

41.1%

[

13.8%

annualized]

Dec 29 2023 - Aug 31 2026

Russell 2000 (Small Cap)

Return

45.8%

[

15.2%

annualized]

Dec 29 2023 - Aug 31 2026

Performance Range:

As of Aug 31 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	7686.14	-0.3%	0.1%	2.6%	1.1%	11.7%	19.0%	16.4%	12.3%	70.2%	69.9%	60.2%	114.9%	-1.4%	Aug '26
DJIA (Large Value)	53185.90	-0.7%	-0.7%	1.3%	4.1%	8.6%	16.8%	13.0%	10.7%	52.7%	50.6%	45.4%	82.1%	-2.1%	Aug '26
Russell 2000 (Small Cap)	2956.45	-0.5%	-1.8%	0.9%	1.7%	12.3%	24.9%	11.3%	19.1%	53.9%	29.3%	30.1%	75.2%	-3.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26370.89	-0.12%	0.8%	3.9%	-2.6%	16.3%	22.9%	20.4%	13.5%	87.9%	72.3%	66.6%	153.2%	-2.7%	Jun '26
Aggregate Bond	97.41	-0.08%	-0.6%	0.4%	-0.6%	-2.0%	1.9%	7.2%	-0.2%	13.3%	-1.4%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	106.21	-0.1%	-0.6%	0.4%	-1.7%	-2.7%	1.2%	7.9%	-1.0%	15.2%	-4.5%	-2.2%	24.0%	-2.7%	Feb '26
High Yield Bond	79.81	0.09%	-0.1%	0.9%	0.9%	1.8%	4.6%	8.6%	2.5%	26.3%	19.6%	19.3%	39.7%	-0.1%	Aug '26
Preferred	30.44	-0.3%	-0.8%	0.4%	-2.1%	-0.7%	2.1%	4.9%	1.3%	18.6%	3.3%	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	52.69	-0.9%	-1.7%	4.5%	3.9%	-0.5%	16.3%	9.9%	17.1%	33.2%	36.2%	28.8%	65.4%	-1.8%	Aug '26
Consumer Discretionary/Cyclical	116.59	-0.5%	-1.2%	0.4%	-1.2%	0.2%	1.4%	7.4%	-2.0%	40.8%	32.3%	15.2%	73.2%	-6.0%	Jan '26
Financial Services	57.71	-0.7%	-1.0%	1.4%	12.6%	13.2%	8.5%	14.9%	6.3%	74.4%	64.8%	57.7%	102.9%	-1.0%	Aug '26
Real Estate	96.44	-0.8%	-2.8%	-2.5%	3.4%	2.8%	8.6%	3.3%	11.1%	31.6%	5.9%	-0.1%	46.7%	-4.5%	Jul '26
Communication Services	111.46	-1.4%	-1.5%	3.0%	-3.3%	-5.0%	1.3%	23.1%	-4.8%	71.8%	36.3%	49.4%	143.7%	-6.6%	Jan '26
Energy	63.96	2.0%	3.1%	7.4%	12.4%	16.0%	45.9%	7.9%	45.0%	55.1%	221.5%	161.2%	80.9%	NewNew Peak	Aug '26
Industrials	175.13	-1.1%	-1.8%	-2.6%	1.8%	-0.6%	16.7%	19.3%	13.5%	68.0%	81.4%	78.7%	118.5%	-6.1%	Aug '26
Technology	186.50	0.4%	2.6%	6.4%	-4.6%	34.7%	42.9%	24.6%	29.9%	115.9%	143.7%	119.8%	228.7%	-5.8%	Jun '26
Consumer Staples/Defensive	84.98	-0.6%	-1.8%	-0.1%	4.3%	-4.4%	8.1%	1.5%	10.8%	27.8%	33.5%	24.1%	38.9%	-4.4%	Feb '26
Healthcare	170.54	-0.4%	-2.7%	4.9%	15.9%	7.4%	26.3%	14.5%	11.1%	34.2%	36.7%	31.6%	48.9%	-2.9%	Aug '26
Utilities	42.23	-1.2%	-2.5%	-4.8%	-1.4%	-10.3%	3.0%	16.0%	0.3%	47.5%	41.3%	36.3%	53.8%	-10.3%	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	160.68	-0.3%	-0.2%	2.7%	1.6%	9.7%	22.3%	22.4%	14.3%	74.5%	67.4%	63.2%	121.8%	-1.1%	Aug '26
MSCI Emerging Markets	67.02	-0.2%	-0.3%	4.6%	-3.9%	7.7%	37.1%	34.0%	23.1%	81.7%	42.1%	51.0%	112.7%	-5.9%	Jun '26
FTSE Europe	91.66	-0.3%	-1.6%	1.2%	5.0%	3.5%	20.3%	35.8%	11.6%	66.0%	54.1%	54.6%	126.5%	-1.6%	Aug '26
MSCI Japan	95.88	0.01%	0.3%	3.8%	3.7%	4.4%	27.8%	25.9%	19.4%	68.7%	55.5%	59.1%	116.7%	-2.6%	Aug '26
MSCI India	49.70	0.3%	-1.1%	-0.2%	3.6%	-4.9%	-4.4%	2.7%	-8.0%	13.2%	9.3%	7.7%	23.7%	-15.4%	Sep '24
MSCI China	54.72	-0.9%	-0.7%	-1.9%	-0.6%	-6.7%	-9.1%	31.0%	-8.3%	28.7%	-15.2%	-2.7%	49.0%	-16.8%	Oct '25
International Bond	47.55	-0.11%	-0.8%	-0.2%	-0.7%	-2.0%	0.8%	2.9%	0.0%	11.8%	-0.2%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	34.90	0.7%	-0.9%	-1.3%	1.8%	-3.1%	33.6%	52.7%	16.1%	54.1%	69.8%	101.0%	80.4%	-7.2%	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	704.89	-0.3%	0.1%	2.7%	1.4%	12.4%	20.3%	17.8%	13.1%	76.8%	82.1%	71.0%	126.6%	-1.4%	Aug '26
US Large Growth	122.71	-0.03%	0.7%	3.7%	-4.6%	9.2%	11.2%	19.8%	3.9%	84.0%	88.8%	76.9%	155.2%	-4.6%	Jun '26
US Large Value	256.91	-0.5%	-0.5%	2.0%	8.5%	14.7%	29.5%	15.7%	23.0%	70.0%	73.5%	66.3%	101.8%	-0.7%	Aug '26

US MidCap Blend	82.06	-0.5%	-0.9%	1.4%	4.0%	7.9%	17.4%	17.0%	13.9%	75.5%	75.6%	67.9%	117.1%	-2.8%	Aug '26
US MidCap Growth	302.03	-0.3%	-0.5%	2.2%	0.3%	8.8%	5.1%	10.7%	8.6%	49.0%	25.4%	24.1%	83.2%	-3.8%	Aug '26
US MidCap Value	206.55	-0.6%	-1.1%	0.9%	7.0%	7.4%	22.0%	12.1%	17.6%	59.5%	58.5%	52.0%	83.7%	-2.1%	Aug '26

US Small Blend	299.15	-0.5%	-1.3%	1.4%	2.4%	8.7%	20.1%	8.9%	16.8%	53.9%	41.6%	40.7%	82.5%	-3.3%	Aug '26
US Small Growth	376.99	-0.5%	-2.2%	1.7%	-0.5%	12.6%	23.1%	12.9%	16.9%	58.5%	26.3%	31.0%	86.0%	-4.7%	Aug '26
US Small Value	221.80	-0.6%	-1.3%	0.3%	4.6%	13.0%	29.6%	12.4%	23.2%	60.6%	48.3%	43.8%	81.1%	-2.5%	Aug '26

Foreign Large Blend	107.45	-0.3%	-1.2%	1.8%	4.5%	3.6%	21.5%	31.6%	13.7%	65.2%	54.7%	55.9%	116.8%	-1.2%	Aug '26
Foreign Growth	124.38	-0.5%	-1.4%	2.4%	1.9%	1.9%	14.8%	20.7%	10.1%	43.2%	20.5%	21.7%	84.3%	-2.2%	Aug '26
Foreign Value	81.81	0.07%	-0.9%	1.1%	7.3%	5.3%	28.3%	42.2%	17.6%	89.0%	95.6%	97.0%	152.7%	-0.9%	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	23.20	0.09%	0.2%	1.2%	2.5%	5.8%	3.3%	3.6%	3.3%	20.1%	31.4%	29.5%	35.4%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.51	-0.4%	-0.3%	0.0%	0.7%	2.3%	4.4%	5.2%	2.6%	19.0%	26.8%	26.5%	28.8%	-0.4%	Aug '26
Bank Loan- Invesco	20.57	0.2%	0.3%	1.4%	1.9%	5.0%	4.8%	6.9%	2.1%	22.0%	30.4%	29.6%	36.1%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.35	0%	0.1%	0.6%	1.6%	3.2%	6.9%	8.9%	3.9%	32.7%	57.3%	52.9%	46.0%	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	59.71	-0.5%	-0.3%	1.6%	1.3%	10.3%	18.7%	17.7%	12.4%	78.8%	115.1%	109.6%	131.5%	-2.0%	Aug '26
Int’l Min Volatility- Franklin	42.89	0.07%	-0.8%	0.4%	6.9%	5.2%	30.2%	27.1%	18.8%	86.0%	116.5%	111.8%	127.4%	-0.8%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.56	-1.2%	-3.1%	-4.7%	-6.8%	3.2%	11.1%	3.0%	9.4%	61.8%	106.5%	104.3%	110.0%	-10.5%	Jun '26
Small Value- Avantis	124.97	-0.5%	-0.4%	-0.2%	4.5%	11.3%	27.0%	7.4%	23.3%	58.7%	79.5%	66.9%	91.5%	-2.9%	Aug '26
Mid Value- Pacer Cash Cows	72.10	-0.4%	0.0%	7.8%	10.3%	11.6%	26.6%	9.0%	20.4%	48.3%	76.5%	66.4%	80.0%	-0.4%	Aug '26
Growth- S&P Momentum	147.09	0.2%	-0.2%	2.3%	-3.3%	23.7%	27.3%	26.6%	23.8%	156.3%	145.6%	140.5%	195.6%	-9.0%	Jun '26
Invesco S&P Quality	85.40	-0.4%	-0.8%	0.9%	0.7%	6.2%	19.4%	13.2%	14.5%	68.6%	80.5%	70.3%	124.5%	-5.2%	Jun '26
Rotation Factor- BlackRock	69.47	-0.2%	0.6%	3.0%	2.9%	14.3%	22.4%	20.0%	14.8%	94.3%	101.1%	94.0%	162.8%	-1.2%	Aug '26
US Min Volatility- Fidelity	72.63	-0.6%	-0.5%	1.2%	3.7%	7.0%	13.8%	11.8%	9.7%	49.0%	56.1%	49.2%	82.0%	-1.4%	Aug '26
Derivative Income- JPMorgan	57.50	-0.5%	-1.1%	0.8%	5.3%	0.1%	9.0%	8.1%	5.3%	31.0%	41.4%	36.4%	55.7%	-1.1%	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	17.74	0.4%	1.1%	1.4%	1.8%	10.7%	10.9%	6.5%	12.2%	33.1%	46.6%	45.3%	44.8%	NewNew Peak	Aug '26
Multistrategy- AQR	15.18	0.2%	0.7%	2.5%	1.9%	4.0%	14.6%	16.4%	8.4%	46.2%	81.7%	78.0%	59.1%	NewNew Peak	Aug '26
Long Short- AQR	22.15	-0.1%	0.5%	3.7%	4.1%	5.3%	17.0%	34.4%	4.7%	94.5%	198.0%	170.3%	157.7%	-0.8%	Aug '26
Mkt Neutral- BlackRock	15.46	0.2%	0.6%	1.0%	1.9%	11.1%	21.8%	18.3%	14.1%	78.7%	90.9%	92.9%	93.6%	-1.0%	Aug '26
Multi Strategy- Variant	25.68	-0.04%	-0.7%	-0.3%	0.5%	2.2%	5.8%	7.2%	2.9%	19.5%	41.5%	37.6%	29.0%	-0.7%	Aug '26
Long Short- First Trust	76.28	-0.2%	0.0%	1.7%	3.2%	7.4%	13.8%	9.1%	7.9%	47.4%	61.8%	54.9%	71.3%	-0.7%	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)	339.35	-2.1%	-2.2%	-4.7%	-9.8%	9.0%	59.8%	66.0%	8.6%	152.4%	135.8%	136.1%	250.9%	-15.7%	May '26
Meta (Communications)	572.34	-1.0%	0.4%	2.8%	-4.6%	-11.5%	-22.3%	13.1%	-13.1%	94.8%	51.1%	70.5%	352.8%	-27.3%	Aug '25
Amazon (Cyclical)	259.77	-2.5%	-0.5%	-4.3%	-0.6%	23.7%	13.4%	5.2%	12.5%	88.1%	49.3%	52.4%	130.1%	-8.5%	Aug '26
Tesla (Cyclical)	367.95	5.5%	5.1%	18.2%	-11.5%	-8.6%	10.2%	11.4%	-18.2%	50.2%	50.4%	-8.0%	69.4%	-24.9%	Dec '25
Procter & Gamble (Defensive)	145.12	0.9%	-0.2%	0.4%	4.2%	-11.9%	-4.9%	-12.3%	3.5%	1.6%	14.7%	0.7%	29.5%	-15.3%	Dec '24
PepsiCo (Defensive)	140.34	-0.5%	-1.4%	0.6%	0.2%	-15.7%	-1.9%	-1.8%	-0.3%	-11.7%	4.1%	-6.2%	-6.2%	-20.0%	May '23
Coca-Cola (Defensive)	88.67	-1.1%	-3.2%	1.2%	13.5%	10.2%	32.2%	15.6%	28.5%	63.3%	81.3%	70.7%	79.6%	-3.6%	Aug '26
Exxon Mobil (Energy)	160.95	2.7%	0.2%	4.2%	8.4%	6.9%	44.9%	16.0%	36.4%	56.5%	256.7%	197.8%	86.4%	-4.9%	Mar '26
Chevron (Energy)	206.14	2.1%	3.1%	5.6%	11.9%	12.4%	33.4%	10.1%	39.0%	42.2%	163.2%	108.8%	53.7%	-0.6%	Mar '26
JPMorgan Chase (Financial)	356.02	-0.4%	-0.2%	1.2%	20.6%	19.7%	20.4%	37.3%	12.1%	159.0%	152.6%	148.0%	275.2%	-2.5%	Aug '26
Visa (Financial)	379.37	-0.6%	-1.2%	3.8%	17.8%	19.0%	8.7%	11.8%	8.8%	56.4%	71.2%	77.6%	119.5%	-1.2%	Aug '26
Mastercard (Financial)	589.31	-1.0%	-1.7%	2.8%	19.2%	14.3%	-0.4%	9.0%	3.7%	44.4%	73.6%	63.4%	112.7%	-1.8%	Aug '26
Bank of America (Financial)	61.94	-0.6%	-0.8%	0.0%	20.9%	25.7%	24.7%	28.0%	13.8%	128.5%	70.0%	50.1%	128.2%	-4.4%	Aug '26
UnitedHealth (Health)	389.41	-0.9%	-1.8%	-6.0%	3.1%	34.6%	29.0%	-33.1%	19.6%	-13.1%	1.9%	-15.9%	-16.4%	-35.1%	Nov '24
Johnson & Johnson (Health)	265.85	-0.8%	-2.7%	4.2%	19.5%	8.2%	53.4%	47.5%	30.5%	80.4%	75.9%	77.0%	83.1%	-2.7%	Aug '26
Eli Lilly (Health)	1156.73	-1.5%	-6.2%	0.8%	7.0%	10.3%	58.9%	40.2%	8.2%	112.0%	370.3%	344.0%	267.7%	-9.7%	Aug '26
Union Pacific (Industrials)	300.67	-1.7%	-2.9%	2.9%	14.1%	14.1%	36.7%	3.9%	31.3%	44.7%	54.4%	34.6%	70.7%	-3.2%	Aug '26
Honeywell (Industrials)	213.53	-1.8%	-1.0%	-11.9%	-13.7%	-15.7%	0.3%	-6.4%	5.8%	22.0%	4.2%	15.3%	35.8%	-17.2%	Mar '26
Nvidia (IT)	220.78	1.5%	3.6%	10.0%	-1.5%	24.8%	26.9%	38.9%	18.5%	356.0%	887.1%	635.3%	1824.6%	-6.2%	May '26
Broadcom (IT)	370.34	0.4%	3.8%	-4.9%	-19.4%	16.3%	25.4%	50.6%	7.4%	340.0%	724.9%	504.9%	810.4%	-23.0%	Jun '26
Adobe (IT)	292.79	0.4%	6.9%	16.9%	6.8%	11.6%	-17.9%	-21.3%	-16.3%	-48.0%	-56.0%	-48.1%	2.3%	-53.9%	Feb '24
Oracle (IT)	149.12	-1.1%	3.0%	14.8%	-39.7%	3.3%	-33.3%	18.1%	-22.8%	27.7%	77.3%	80.8%	145.0%	-54.1%	Sep '25
salesforce.com (IT)	257.54	0.6%	25.2%	40.0%	23.2%	32.9%	1.4%	-20.2%	-2.3%	18.3%	-2.4%	2.6%	84.1%	-29.1%	Dec '24
Linde PLC (Materials)	489.58	0.01%	0.5%	2.3%	-1.3%	-3.0%	3.7%	3.2%	15.6%	30.4%	66.9%	53.7%	89.4%	-10.4%	Jul '26
Sherwin-Williams (Materials)	338.81	-1.8%	-3.3%	-0.4%	15.2%	-5.9%	-6.5%	-3.8%	5.3%	26.6%	15.9%	4.4%	74.4%	-13.9%	Nov '24
American Tower (Real Estate)	175.70	-0.3%	-1.6%	1.3%	-5.4%	-6.6%	-10.5%	-0.9%	2.0%	8.0%	-31.1%	-29.0%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	139.92	-0.6%	-2.4%	-3.2%	1.4%	-0.4%	27.0%	25.1%	11.3%	23.6%	17.3%	-2.8%	56.6%	-6.8%	Jul '26
NextEra Energy (Utilities)	82.34	0.6%	-1.5%	-4.6%	-0.1%	-10.9%	17.6%	15.5%	4.8%	34.6%	10.4%	2.3%	26.8%	-14.6%	Apr '26
Duke Energy (Utilities)	119.91	-0.3%	-1.4%	-3.6%	0.9%	-6.8%	1.3%	12.7%	5.0%	52.7%	37.0%	39.1%	62.8%	-8.6%	Mar '26

Portfolio Allocation	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.98	-0.13%	-0.5%	0.8%	-0.1%	0.4%	5.8%	9.4%	2.9%	23.7%	10.3%	11.4%	33.5%	-0.6%	Aug '26
Moderate-60% Stock	69.74	-0.3%	-0.5%	1.8%	0.8%	4.8%	14.0%	16.4%	8.6%	47.6%	37.7%	36.4%	73.2%	-0.9%	Aug '26
Mod Agg-80% Stock	56.26	-0.2%	-0.4%	2.4%	1.1%	6.9%	18.4%	19.6%	11.7%	60.3%	50.3%	48.4%	94.9%	-1.0%	Aug '26
Aggressive-90% Stock	34.87	-0.3%	-0.4%	2.3%	1.5%	9.3%	23.2%	20.9%	15.2%	66.2%	53.6%	51.5%	102.3%	-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	78660.74	0.2%	0.1%	25.2%	10.3%	19.4%	-27.4%	-6.3%	-10.1%	204.9%	61.0%	69.3%	310.6%	-36.9%	Oct '25
Ethereum	2472.70	0.3%	1.2%	32.9%	23.4%	28.1%	-43.3%	-11.0%	-16.7%	51.8%	-35.5%	-34.3%	91.0%	-48.8%	Aug '25
BNB	693.19	0.3%	-0.1%	18.2%	0.2%	12.9%	-19.7%	23.1%	-19.7%	224.5%	41.4%	35.4%	155.8%	-47.1%	Oct '25
Solana	103.65	0.7%	7.3%	42.4%	27.8%	26.5%	-49.5%	-34.2%	-16.7%	436.3%	-6.6%	-39.1%	232.6%	-60.4%	Jan '25
Bitcoin ETF	44.67	1.8%	-0.1%	25.3%	10.3%	20.1%	-27.3%	-6.4%	-10.0%	-	-	-	-	-37.3%	Oct '25
Grayscale Bitcoin (hi fee)	61.02	1.7%	-0.1%	25.2%	10.0%	19.3%	-28.2%	-7.6%	-10.7%	265.5%	76.6%	97.1%	502.6%	-38.0%	Oct '25
Bloomberg Commodities	25.71	1.1%	2.3%	7.4%	4.3%	17.9%	42.0%	14.9%	31.6%	49.8%	72.5%	67.1%	45.0%	-0.8%	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	5.25	0.8%	1.4%	-0.5%	5.2%	13.3%	6.8%	1.1%	8.5%	22.5%	173.5%	160.4%	35.1%	-1.1%	Aug '26
10yr Treasury rate	4.76	0.8%	2.6%	0.3%	6.3%	20.1%	12.6%	-9.0%	14.3%	14.0%	265.4%	192.3%	21.9%	-4.6%	Oct '23
5yr Treasury rate	4.51	0.6%	3.6%	1.1%	7.7%	28.3%	21.8%	-15.0%	21.1%	5.0%	477.8%	230.2%	9.6%	-9.2%	Oct '23
13-week T-bill	3.73	0.05%	0.7%	1.4%	3.1%	4.3%	-7.7%	-15.7%	5.2%	-29.2%	9230.0%	6941.5%	5.6%	-30.2%	Oct '23
Crude Oil	86.67	1.1%	5.2%	2.4%	-6.0%	29.3%	35.4%	-19.9%	50.9%	1.3%	26.4%	13.9%	-0.7%	-23.3%	Apr '26
Gold	4486.30	1.2%	-3.3%	10.8%	0.2%	-14.2%	29.2%	64.5%	3.7%	131.3%	147.4%	149.3%	168.6%	-15.6%	Jan '26
USD/EUR	0.86	0.09%	0.6%	-0.7%	0.2%	1.7%	-	-11.4%	1.2%	-	2.0%	-2.0%	-16.4%	-11.8%	Jan '25
USD/JPY	159.78	0.03%	0.4%	1.5%	0.1%	2.5%	-	-0.4%	2.2%	-	45.1%	38.8%	8.9%	-2.5%	Jul '26
S&P 500 Volatility Index	14.92	3.4%	-3.4%	-6.7%	-7.0%	-24.9%	-2.9%	-13.8%	-0.2%	14.0%	-7.4%	-10.1%	-55.6%	-71.5%	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	50.45	0%	-0.2%	0.3%	0.7%	1.0%	3.6%	6.1%	1.9%	18.7%	19.2%	19.5%	24.8%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.52	-0.2%	-0.5%	-0.1%	-1.0%	-1.7%	3.5%	4.3%	0.1%	11.2%	4.3%	4.5%	16.0%	-1.8%	Jul '26
Interm Bond- Janus MSB	44.19	-0.6%	-1.2%	0.2%	-0.9%	-2.5%	2.7%	8.8%	-0.3%	15.4%	2.4%	3.2%	20.0%	-2.5%	Feb '26
Interm Bond- Vanguard	75.36	-0.07%	-0.7%	0.1%	-0.7%	-2.6%	1.0%	8.5%	-0.8%	14.4%	-0.9%	1.3%	19.0%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.87	-0.7%	-0.7%	-0.2%	0.1%	2.4%	4.7%	8.2%	2.5%	28.1%	33.6%	31.5%	38.2%	-0.7%	Aug '26
Int’l Bond- JPMorgan	47.76	-0.2%	-0.6%	0.1%	-0.3%	-1.1%	2.7%	8.2%	0.7%	18.5%	13.9%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	72.20	-0.2%	-0.7%	0.8%	-3.0%	-4.0%	0.9%	7.2%	-1.7%	12.6%	-15.4%	-13.1%	22.7%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.23	-0.2%	-0.5%	-0.5%	-1.3%	-1.9%	4.5%	4.4%	0.3%	13.4%	4.5%	4.2%	19.8%	-2.2%	Jul '26
Long Muni- iShares	56.19	-0.2%	-0.7%	-0.4%	-1.3%	-2.4%	3.7%	3.4%	-0.5%	9.1%	1.6%	1.4%	13.2%	-2.4%	Feb '26

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