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S&P 500

Return

62.5%

[

20.3%

annualized]

Dec 29 2023 - Aug 12 2026

DJIA (Large Value)

Return

42.8%

[

14.6%

annualized]

Dec 29 2023 - Aug 12 2026

Russell 2000 (Small Cap)

Return

50.0%

[

16.7%

annualized]

Dec 29 2023 - Aug 12 2026

Performance Range:

As of Aug 12 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	7751.16	0.3%	0.4%	2.3%	4.7%	13.4%	20.3%	16.4%	13.2%	73.6%	73.8%	61.6%	116.7%	-0.1%	Aug '26
DJIA (Large Value)	53815.05	0.04%	-1.0%	2.2%	8.1%	8.8%	21.0%	13.0%	12.0%	52.5%	51.6%	47.1%	84.2%	-1.0%	Aug '26
Russell 2000 (Small Cap)	3041.51	0.5%	0.7%	2.1%	7.0%	16.3%	33.2%	11.3%	22.5%	58.0%	35.5%	33.8%	80.2%	NewNew Peak	Aug '26
NASDAQ Comp (Tech/Growth)	26607.49	0.6%	0.9%	1.2%	2.0%	17.7%	22.7%	20.4%	14.5%	95.0%	79.6%	68.1%	155.4%	-1.8%	Jun '26
Aggregate Bond	97.48	0.2%	-0.2%	-0.3%	-0.2%	-1.2%	2.4%	7.2%	-0.1%	13.7%	-0.9%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	106.17	0.2%	-0.5%	-0.8%	-1.1%	-2.3%	1.3%	7.9%	-1.0%	15.6%	-3.6%	-2.3%	23.9%	-2.8%	Feb '26
High Yield Bond	79.62	0.1%	0.1%	0.4%	1.2%	1.5%	5.0%	8.6%	2.2%	27.0%	20.6%	19.0%	39.3%	NewNew Peak	Aug '26
Preferred	30.69	0.3%	-0.1%	1.0%	-1.4%	-0.1%	3.3%	4.9%	2.1%	20.0%	4.7%	3.3%	26.9%	-1.9%	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	52.67	-1.1%	0.1%	3.5%	1.4%	0.5%	20.1%	9.9%	17.1%	34.9%	34.6%	28.8%	65.4%	-1.1%	Aug '26
Consumer Discretionary/Cyclical	118.21	-0.9%	-0.4%	0.8%	0.1%	2.2%	5.1%	7.4%	-0.6%	42.7%	35.3%	16.8%	75.6%	-4.7%	Jan '26
Financial Services	57.83	0.05%	-0.3%	3.8%	12.5%	12.8%	11.9%	14.9%	6.5%	73.6%	62.2%	58.0%	103.3%	-0.3%	Aug '26
Real Estate	97.17	0.8%	-1.8%	-0.2%	1.4%	6.2%	13.5%	3.3%	12.0%	31.3%	10.9%	0.7%	47.8%	-3.7%	Jul '26
Communication Services	110.17	-1.0%	-0.6%	-1.3%	-4.7%	-3.3%	1.2%	23.1%	-5.9%	69.7%	39.5%	47.7%	140.8%	-7.7%	Jan '26
Energy	60.81	-0.2%	6.1%	10.4%	6.4%	14.2%	48.1%	7.9%	37.9%	48.9%	191.5%	148.4%	72.0%	-2.1%	Mar '26
Industrials	186.30	0.3%	0.0%	2.4%	7.1%	8.4%	24.2%	19.3%	20.7%	78.6%	90.7%	90.1%	132.4%	-0.1%	Aug '26
Technology	189.04	1.6%	1.7%	1.8%	8.0%	36.1%	41.7%	24.6%	31.6%	131.0%	154.6%	122.8%	233.2%	-4.5%	Jun '26
Consumer Staples/Defensive	84.90	0.2%	-0.5%	0.9%	1.2%	-3.6%	5.6%	1.5%	10.7%	23.1%	34.7%	24.0%	38.7%	-4.5%	Feb '26
Healthcare	168.23	0.1%	2.5%	4.6%	15.9%	8.8%	30.5%	14.5%	9.6%	30.4%	37.3%	29.8%	46.9%	-0.1%	Aug '26
Utilities	43.65	0.05%	0.0%	-3.9%	-2.8%	-2.2%	4.0%	16.0%	3.6%	47.9%	48.7%	40.9%	58.9%	-7.3%	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	161.53	0.4%	0.6%	2.4%	5.1%	11.6%	23.4%	22.4%	14.9%	76.6%	70.3%	64.1%	122.9%	NewNew Peak	Aug '26
MSCI Emerging Markets	66.25	1.3%	0.8%	-1.0%	1.2%	9.4%	35.4%	34.0%	21.7%	79.9%	43.8%	49.3%	110.3%	-7.0%	Jun '26
FTSE Europe	92.10	-0.2%	0.3%	4.0%	7.2%	5.7%	21.7%	35.8%	12.2%	64.2%	55.7%	55.3%	127.6%	-0.5%	Aug '26
MSCI Japan	97.67	1.4%	2.6%	3.3%	6.7%	5.2%	28.6%	25.9%	21.6%	73.7%	60.9%	62.1%	120.8%	NewNew Peak	Aug '26
MSCI India	49.94	-0.3%	-0.7%	1.3%	5.1%	-6.0%	-4.8%	2.7%	-7.6%	15.3%	17.1%	8.2%	24.3%	-15.0%	Sep '24
MSCI China	55.04	-1.0%	-1.7%	3.6%	-4.8%	-8.5%	-4.5%	31.0%	-7.8%	29.6%	-13.5%	-2.1%	49.8%	-16.3%	Oct '25
International Bond	47.83	0.01%	-0.3%	-0.3%	0.7%	-0.6%	1.5%	2.9%	0.6%	13.1%	0.0%	2.0%	18.1%	-1.4%	Feb '26
iShares Latin America	33.60	-0.5%	-4.3%	-2.7%	-5.4%	-6.7%	32.8%	52.7%	11.7%	47.6%	62.6%	93.5%	73.6%	-10.7%	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	710.41	0.3%	0.4%	2.4%	5.0%	14.1%	21.7%	17.8%	14.0%	80.5%	86.3%	72.4%	128.4%	NewNew Peak	Aug '26
US Large Growth	124.64	0.8%	0.6%	0.6%	1.1%	11.2%	11.8%	19.8%	5.5%	92.8%	97.7%	79.6%	159.3%	-3.1%	Jun '26
US Large Value	257.60	-0.12%	0.6%	4.4%	10.3%	16.7%	32.7%	15.7%	23.3%	69.4%	73.8%	66.8%	102.4%	-0.3%	Aug '26

US MidCap Blend	83.53	0.5%	1.2%	3.2%	8.5%	12.8%	21.2%	17.0%	15.9%	78.7%	81.7%	70.9%	121.0%	NewNew Peak	Aug '26
US MidCap Growth	310.72	1.4%	1.7%	2.8%	8.2%	15.5%	9.0%	10.7%	11.7%	56.1%	32.3%	27.7%	88.4%	NewNew Peak	Aug '26
US MidCap Value	208.48	-0.08%	0.8%	3.5%	8.7%	10.8%	25.6%	12.1%	18.7%	58.4%	60.7%	53.4%	85.5%	-0.1%	Aug '26

US Small Blend	307.12	0.3%	1.3%	3.0%	7.6%	13.3%	27.0%	8.9%	19.9%	58.8%	47.6%	44.4%	87.4%	NewNew Peak	Aug '26
US Small Growth	391.98	0.7%	1.4%	1.9%	6.5%	18.6%	31.5%	12.9%	21.5%	66.0%	34.7%	36.3%	93.4%	-0.5%	Jun '26
US Small Value	225.61	0.3%	0.2%	2.6%	8.0%	15.2%	38.3%	12.4%	25.3%	61.9%	52.8%	46.3%	84.3%	-0.6%	Aug '26

Foreign Large Blend	108.32	0.2%	0.8%	3.8%	6.7%	5.7%	23.0%	31.6%	14.6%	65.1%	56.9%	57.2%	118.5%	-0.2%	Aug '26
Foreign Growth	126.68	0.4%	1.6%	3.3%	6.1%	5.3%	16.9%	20.7%	12.1%	43.9%	24.6%	23.9%	87.8%	NewNew Peak	Aug '26
Foreign Value	81.61	0.05%	0.1%	4.1%	7.3%	6.2%	28.9%	42.2%	17.3%	87.8%	93.9%	96.5%	152.1%	-0.8%	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	23.05		0.09%	0.3%	1.5%	1.8%	3.6%	2.7%	3.6%	2.7%	20.7%	31.2%	28.7%	34.6%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.57		0.00%	0.1%	0.4%	1.1%	2.1%	4.8%	5.2%	2.7%	19.8%	27.0%	26.7%	29.0%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.52		0%	0.2%	0.9%	0.9%	2.6%	4.4%	6.9%	1.3%	22.4%	30.5%	28.6%	35.0%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.32	p	EOD	0.1%	0.6%	1.5%	3.1%	6.9%	8.9%	3.6%	33.4%	57.9%	52.5%	45.6%	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	60.46		0.4%	0.0%	1.6%	4.6%	12.0%	20.0%	17.7%	13.8%	84.5%	115.4%	112.2%	134.4%	-0.3%	Aug '26
Int’l Min Volatility- Franklin	42.86		-0.12%	0.7%	3.7%	6.2%	8.1%	31.5%	27.1%	18.7%	87.2%	114.5%	111.6%	127.2%	-0.4%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.29	p	EOD	-1.5%	0.4%	3.2%	12.7%	21.5%	3.0%	16.6%	73.5%	115.9%	117.6%	123.7%	-4.7%	Jun '26
Small Value- Avantis	127.40		0.1%	0.1%	2.8%	8.1%	13.1%	35.5%	7.4%	25.7%	61.5%	82.9%	70.1%	95.3%	-1.0%	Aug '26
Mid Value- Pacer Cash Cows	69.73		-0.7%	2.5%	8.8%	10.7%	10.3%	27.1%	9.0%	16.4%	43.0%	71.1%	60.9%	74.1%	-0.7%	Aug '26
Growth- S&P Momentum	151.70		2.1%	1.0%	-1.3%	5.2%	28.8%	29.1%	26.6%	27.7%	165.6%	161.1%	148.0%	204.8%	-6.2%	Jun '26
Invesco S&P Quality	86.63		0.8%	0.0%	-1.7%	5.1%	10.7%	21.1%	13.2%	16.1%	75.6%	82.7%	72.8%	127.7%	-3.9%	Jun '26
Rotation Factor- BlackRock	70.07		0.6%	0.8%	2.8%	6.4%	16.2%	23.8%	20.0%	15.8%	99.1%	104.8%	95.7%	165.1%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	72.96		-0.2%	0.1%	4.0%	6.1%	8.9%	15.8%	11.8%	10.2%	50.7%	59.3%	49.9%	82.8%	-0.9%	Aug '26
Derivative Income- JPMorgan	57.84		0.09%	0.6%	2.6%	5.2%	2.2%	11.2%	8.1%	5.9%	32.2%	43.5%	37.2%	56.6%	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	17.47	p	EOD	-0.3%	0.3%	0.7%	9.1%	9.9%	6.5%	10.5%	30.9%	44.6%	43.1%	42.6%	-0.3%	Aug '26
Multistrategy- AQR	14.93	p	EOD	0.8%	2.0%	1.4%	4.1%	13.4%	16.4%	6.6%	45.2%	76.8%	75.0%	56.4%	NewNew Peak	Aug '26
Long Short- AQR	21.90	p	EOD	1.7%	5.2%	5.2%	5.0%	17.4%	34.4%	3.5%	95.5%	186.7%	167.2%	154.8%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.42	p	EOD	0.5%	2.3%	4.5%	14.7%	22.8%	18.3%	13.8%	78.2%	89.4%	92.4%	93.1%	-0.1%	Aug '26
Multi Strategy- Variant	25.81	p	EOD	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.4%	20.5%	42.9%	38.3%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	75.94		0.5%	0.3%	1.6%	2.7%	7.6%	14.0%	9.1%	7.4%	47.1%	62.6%	54.2%	70.5%	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)	342.99	-0.2%	-5.4%	-4.0%	-11.4%	11.1%	69.2%	66.0%	9.7%	167.1%	152.2%	138.7%	254.7%	-14.8%	May '26
Meta (Communications)	582.58	-2.8%	-1.1%	-12.9%	-3.3%	-10.2%	-26.0%	13.1%	-11.6%	94.8%	62.1%	73.6%	360.9%	-26.0%	Aug '25
Amazon (Cyclical)	269.14	-1.1%	-1.3%	9.7%	1.3%	34.8%	21.5%	5.2%	16.6%	94.5%	62.9%	57.9%	138.4%	-5.2%	Aug '26
Tesla (Cyclical)	326.90	-1.8%	1.7%	-19.8%	-24.6%	-21.6%	-4.1%	11.4%	-27.3%	34.7%	35.8%	-18.3%	50.5%	-33.3%	Dec '25
Procter & Gamble (Defensive)	144.27	-0.6%	-1.7%	-1.1%	1.0%	-9.2%	-4.2%	-12.3%	2.9%	-0.6%	14.8%	0.1%	28.8%	-15.8%	Dec '24
PepsiCo (Defensive)	137.99	-0.3%	-0.6%	0.4%	-8.2%	-15.9%	-2.3%	-1.8%	-2.0%	-16.7%	4.3%	-7.8%	-7.7%	-21.3%	May '23
Coca-Cola (Defensive)	86.97	0.6%	0.2%	4.2%	9.4%	11.6%	26.5%	15.6%	26.1%	55.3%	77.4%	67.5%	76.2%	-2.4%	Jul '26
Exxon Mobil (Energy)	159.16	-0.4%	5.0%	14.6%	6.4%	6.9%	54.7%	16.0%	34.0%	57.3%	228.6%	192.6%	83.2%	-6.5%	Mar '26
Chevron (Energy)	196.57	-0.04%	5.5%	11.4%	6.7%	9.8%	32.6%	10.1%	31.4%	35.9%	135.1%	97.4%	45.3%	-6.0%	Mar '26
JPMorgan Chase (Financial)	365.24	0.9%	1.7%	8.6%	20.3%	21.8%	27.1%	37.3%	15.0%	152.6%	155.8%	154.4%	284.9%	NewNew Peak	Aug '26
Visa (Financial)	359.25	-1.0%	-2.3%	3.1%	10.3%	11.3%	7.5%	11.8%	3.1%	53.1%	61.0%	68.2%	107.9%	-2.8%	Aug '26
Mastercard (Financial)	557.80	-0.6%	-2.2%	5.9%	11.8%	6.1%	-2.2%	9.0%	-1.8%	43.8%	58.7%	54.7%	101.3%	-6.3%	Aug '25
Bank of America (Financial)	64.58	0.9%	2.1%	8.2%	27.8%	24.3%	38.9%	28.0%	18.7%	122.5%	73.2%	56.5%	137.9%	NewNew Peak	Aug '26
UnitedHealth (Health)	405.10	0.7%	-1.9%	-4.6%	2.8%	44.4%	59.0%	-33.1%	24.4%	-15.3%	8.9%	-12.5%	-13.0%	-32.5%	Nov '24
Johnson & Johnson (Health)	260.35	0.2%	1.1%	1.3%	16.8%	7.6%	54.4%	47.5%	27.2%	63.5%	71.0%	72.5%	78.4%	-2.6%	Jul '26
Eli Lilly (Health)	1218.49	0.3%	4.2%	2.5%	23.3%	17.8%	91.9%	40.2%	13.8%	135.6%	383.3%	367.1%	286.8%	-1.4%	Jul '26
Union Pacific (Industrials)	294.06	0.4%	-0.5%	2.5%	11.3%	13.5%	37.4%	3.9%	28.5%	37.1%	44.6%	31.6%	67.0%	-4.3%	Jul '26
Honeywell (Industrials)	232.48	1.0%	-6.3%	2.7%	2.0%	-6.6%	10.7%	-6.4%	14.8%	30.9%	12.0%	25.1%	47.4%	-10.1%	Mar '26
Nvidia (IT)	223.22	2.6%	1.8%	5.8%	1.2%	19.6%	22.0%	38.9%	19.8%	447.4%	1025.3%	643.4%	1845.9%	-5.2%	May '26
Broadcom (IT)	419.53	0.8%	0.3%	4.9%	0.2%	27.1%	35.1%	50.6%	21.7%	424.2%	851.6%	585.3%	931.4%	-12.7%	Jun '26
Adobe (IT)	256.93	-2.6%	-0.9%	14.9%	6.7%	-2.1%	-24.1%	-21.3%	-26.6%	-49.5%	-59.5%	-54.5%	-10.2%	-59.5%	Feb '24
Oracle (IT)	151.85	4.4%	5.2%	8.0%	-18.4%	-2.3%	-39.5%	18.1%	-21.3%	39.1%	80.9%	84.2%	149.5%	-53.2%	Sep '25
salesforce.com (IT)	193.05	-2.2%	0.0%	18.2%	13.0%	4.6%	-16.0%	-20.2%	-26.8%	-5.9%	-20.9%	-23.1%	38.0%	-46.9%	Dec '24
Linde PLC (Materials)	480.72	-2.0%	-2.1%	-9.3%	-4.3%	2.3%	3.0%	3.2%	13.5%	30.8%	67.8%	50.9%	85.9%	-12.1%	Jul '26
Sherwin-Williams (Materials)	362.13	-0.6%	-2.0%	8.4%	16.5%	-2.3%	2.1%	-3.8%	12.3%	35.9%	24.7%	11.3%	86.0%	-8.2%	Nov '24
American Tower (Real Estate)	171.41	1.1%	2.0%	1.7%	-3.2%	-7.1%	-13.0%	-0.9%	-0.4%	1.8%	-28.4%	-30.7%	6.0%	-24.3%	Sep '24
Prologis Inc. (Real Estate)	139.87	0.3%	-0.6%	-0.7%	-2.0%	4.1%	37.8%	25.1%	11.2%	24.6%	24.2%	-2.9%	56.5%	-6.8%	Jul '26
NextEra Energy (Utilities)	85.28	-0.5%	-0.7%	-3.0%	-9.2%	-5.9%	22.1%	15.5%	7.7%	35.2%	17.2%	5.2%	30.4%	-12.2%	Apr '26
Duke Energy (Utilities)	122.94	-0.2%	-0.3%	-2.0%	-0.9%	-0.8%	2.2%	12.7%	6.7%	47.1%	39.8%	41.4%	65.5%	-7.1%	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	15.99	p	EOD	-0.2%	0.2%	0.9%	1.3%	6.3%	9.4%	2.9%	24.3%	11.0%	11.5%	33.6%	-0.4%	Jun '26
Moderate-60% Stock	70.09		0.3%	0.3%	1.4%	3.1%	6.4%	15.2%	16.4%	9.1%	49.0%	39.7%	37.1%	74.0%	NewNew Peak	Aug '26
Mod Agg-80% Stock	56.34	p	EOD	0.2%	1.6%	3.6%	8.4%	19.1%	19.6%	11.9%	61.3%	52.3%	48.6%	95.2%	-0.3%	Aug '26
Aggressive-90% Stock	34.94	p	EOD	0.0%	1.3%	4.0%	11.2%	23.6%	20.9%	15.4%	67.2%	56.5%	51.8%	102.7%	-0.3%	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	63410.30	-0.2%	-1.8%	-1.1%	-21.2%	-4.2%	-47.2%	-6.3%	-27.5%	115.7%	42.7%	36.5%	231.0%	-49.2%	Oct '25
Ethereum	1889.42	0.4%	-0.9%	5.2%	-16.9%	-3.0%	-58.8%	-11.0%	-36.3%	2.3%	-37.9%	-49.8%	45.9%	-60.9%	Aug '25
BNB	609.76	-1.1%	2.8%	6.0%	-8.2%	-0.6%	-26.8%	23.1%	-29.4%	154.4%	58.0%	19.1%	125.0%	-53.5%	Oct '25
Solana	75.52	-0.9%	2.1%	-3.3%	-19.9%	-3.6%	-60.6%	-34.2%	-39.3%	207.2%	83.7%	-55.7%	142.3%	-71.2%	Jan '25
Bitcoin ETF	35.90	-0.10%	-2.3%	-0.9%	-21.6%	-3.1%	-47.2%	-6.4%	-27.7%	-	-	-	-	-49.6%	Oct '25
Grayscale Bitcoin (hi fee)	49.08	-0.10%	-2.2%	-1.0%	-21.8%	-3.7%	-47.8%	-7.6%	-28.2%	174.1%	47.4%	58.5%	384.7%	-50.1%	Oct '25
Bloomberg Commodities	24.63	0.5%	4.6%	7.1%	-4.9%	17.8%	39.9%	14.9%	26.1%	45.4%	67.5%	60.1%	38.8%	-4.9%	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	5.23	-0.06%	1.1%	3.2%	4.0%	10.6%	7.1%	1.1%	8.1%	22.5%	160.0%	159.6%	34.7%	-0.8%	Jul '26
10yr Treasury rate	4.67	-0.3%	1.1%	2.2%	4.6%	13.8%	8.8%	-9.0%	12.2%	12.0%	241.6%	186.9%	19.7%	-6.4%	Oct '23
5yr Treasury rate	4.36	-0.5%	0.9%	1.2%	5.7%	18.9%	14.1%	-15.0%	17.2%	1.2%	424.8%	219.5%	6.1%	-12.1%	Oct '23
13-week T-bill	3.71	-0.5%	-0.4%	0.4%	3.0%	3.1%	-10.2%	-15.7%	4.6%	-29.5%	8527.9%	6900.0%	5.0%	-30.6%	Oct '23
Crude Oil	83.07	-0.2%	10.4%	16.3%	-18.7%	32.2%	31.5%	-19.9%	44.7%	-0.1%	20.2%	9.2%	-4.8%	-26.5%	Apr '26
Gold	4474.60	2.1%	5.4%	9.0%	-4.3%	-9.1%	33.6%	64.5%	3.4%	133.9%	155.8%	148.7%	167.9%	-15.9%	Jan '26
USD/EUR	0.87	0.1%	0.2%	-1.0%	1.8%	3.0%	1.3%	-11.4%	1.9%	-	1.8%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.39	0.08%	1.1%	-1.4%	1.1%	4.0%	7.9%	-0.4%	1.9%	-	44.4%	38.4%	8.6%	-2.7%	Jul '26
S&P 500 Volatility Index	14.79	-3.2%	-6.5%	-1.6%	-17.8%	-29.0%	0.4%	-13.8%	-1.1%	-0.3%	-5.1%	-10.9%	-55.9%	-71.7%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	50.42		0.07%	-0.3%	0.0%	0.6%	0.9%	3.6%	6.1%	1.5%	18.6%	18.8%	19.0%	24.3%	-0.3%	Aug '26
Interm Muni- JPMorgan	49.95		0.2%	0.2%	-0.6%	0.3%	-0.3%	4.7%	4.3%	1.0%	11.6%	5.1%	5.4%	17.0%	-0.9%	Jul '26
Interm Bond- Janus MSB	44.43		0.2%	-0.2%	-0.2%	-0.2%	-1.1%	4.2%	8.8%	0.2%	16.3%	3.1%	3.8%	20.7%	-1.9%	Feb '26
Interm Bond- Vanguard	75.57		0.1%	-0.3%	-0.2%	-0.2%	-1.5%	2.0%	8.5%	-0.5%	15.0%	-0.2%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	-0.1%	0.1%	1.3%	2.7%	6.0%	8.2%	3.0%	29.4%	35.0%	32.1%	38.9%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.94		0.07%	-0.2%	-0.1%	1.0%	-0.3%	3.3%	8.2%	1.1%	19.2%	14.6%	15.0%	29.2%	-0.8%	Feb '26
Long Bond- Vanguard	71.92		0.2%	-0.9%	-1.7%	-2.1%	-4.0%	0.2%	7.2%	-2.1%	12.6%	-14.6%	-13.4%	22.2%	-5.0%	Oct '25
Long CA Muni- PIMCO	9.33	p	EOD	0.1%	-0.7%	0.4%	0.1%	6.1%	4.4%	1.4%	14.1%	5.6%	5.4%	21.1%	-1.1%	Jul '26
Long Muni- iShares	56.88		0.08%	0.3%	-0.6%	0.3%	-0.7%	5.2%	3.4%	0.7%	9.9%	2.7%	2.7%	14.6%	-1.2%	Feb '26

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