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Your Al Research Analyst for investment management,
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S&P 500

Return

59.0%

[

18.6%

annualized]

Dec 29 2023 - Sep 15 2026

DJIA (Large Value)

Return

38.2%

[

12.7%

annualized]

Dec 29 2023 - Sep 15 2026

Russell 2000 (Small Cap)

Return

41.6%

[

13.7%

annualized]

Dec 29 2023 - Sep 15 2026

Performance Range:

As of Sep 15 11:40 PM EDT, next update at 11:50 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	7585.73	-0.4%	-0.7%	-2.6%	1.0%	13.2%	14.8%	16.4%	10.8%	70.5%	69.6%	23.5%	52.2%	-2.7%	Aug '26
DJIA (Large Value)	52093.10	-0.6%	-0.5%	-3.1%	0.2%	11.0%	13.8%	13.0%	8.4%	50.5%	49.9%	16.7%	38.4%	-4.2%	Aug '26
Russell 2000 (Small Cap)	2870.29	-0.8%	-1.7%	-6.5%	-2.3%	14.7%	19.4%	11.3%	15.6%	55.4%	28.5%	25.8%	63.0%	-6.5%	Aug '26
NASDAQ Comp (Tech/Growth)	25981.57	-0.8%	-1.0%	-2.8%	-1.5%	16.1%	16.3%	20.4%	11.8%	89.5%	71.1%	29.5%	70.2%	-4.1%	Jun '26
Aggregate Bond	95.85	-0.04%	-0.9%	-1.3%	-2.1%	-1.8%	-1.0%	7.2%	-1.4%	12.5%	-2.7%	4.7%	3.8%	-3.2%	Feb '26
Corp Bond	104.28	-0.02%	-1.0%	-1.3%	-3.3%	-1.7%	-2.7%	7.9%	-2.4%	14.3%	-6.1%	4.2%	5.7%	-4.1%	Feb '26
High Yield Bond	78.38	-0.2%	-0.8%	-1.1%	-0.6%	1.7%	2.5%	8.6%	1.2%	25.5%	17.8%	7.9%	12.5%	-1.4%	Aug '26
Preferred	29.83	-0.4%	-1.2%	-2.8%	-3.0%	-0.3%	-2.1%	4.9%	-0.3%	17.3%	1.5%	3.1%	11.5%	-4.2%	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	50.73	0.5%	-1.3%	-3.4%	-3.4%	3.1%	13.4%	9.9%	12.3%	30.9%	34.3%	15.5%	39.2%	-5.5%	Aug '26
Consumer Discretionary/Cyclical	110.88	-1.7%	-1.4%	-6.2%	-6.2%	-1.0%	-7.9%	7.4%	-7.0%	32.0%	24.8%	-0.9%	26.7%	-10.8%	Jan '26
Financial Services	56.85	-0.3%	-0.4%	-2.3%	5.0%	16.3%	7.8%	14.9%	4.7%	71.1%	64.2%	11.4%	31.9%	-2.9%	Sep '26
Real Estate	94.10	-0.2%	-0.9%	-4.8%	-3.2%	3.3%	6.1%	3.3%	8.4%	29.5%	6.2%	8.3%	23.7%	-6.8%	Jul '26
Communication Services	114.03	-0.9%	2.9%	1.0%	1.8%	-0.6%	-2.6%	23.1%	-2.6%	74.7%	42.8%	10.6%	34.4%	-4.5%	Jan '26
Energy	65.93	2.2%	0.9%	6.5%	19.9%	15.4%	51.4%	7.9%	49.5%	57.7%	218.0%	50.1%	79.3%	NewNew Peak	Sep '26
Industrials	168.85	-0.6%	-1.7%	-9.5%	-5.9%	1.9%	12.3%	19.3%	9.1%	67.4%	79.0%	23.6%	46.9%	-9.5%	Aug '26
Technology	183.74	-0.3%	-2.2%	-3.3%	-1.3%	32.7%	35.6%	24.6%	27.9%	121.9%	141.5%	53.0%	105.9%	-7.2%	Jun '26
Consumer Staples/Defensive	83.73	-0.8%	0.8%	-2.7%	-1.5%	-0.8%	7.3%	1.5%	8.5%	25.4%	32.4%	6.2%	12.9%	-6.3%	Feb '26
Healthcare	167.66	-0.05%	0.6%	0.2%	10.1%	12.0%	24.6%	14.5%	9.2%	33.4%	36.8%	17.5%	28.9%	-4.6%	Aug '26
Utilities	41.32	-1.2%	-3.8%	-6.7%	-7.7%	-12.0%	0.2%	16.0%	-2.6%	38.2%	41.4%	6.6%	16.2%	-12.9%	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	158.20	-0.5%	-1.2%	-2.5%	0.5%	12.5%	17.2%	22.4%	12.5%	73.5%	66.3%	30.5%	56.2%	-2.6%	Aug '26
MSCI Emerging Markets	65.76	-0.3%	-4.0%	-1.3%	-4.2%	13.2%	26.4%	34.0%	20.8%	80.6%	43.5%	51.7%	75.7%	-7.7%	Jun '26
FTSE Europe	88.96	-0.3%	-1.4%	-3.7%	0.2%	7.9%	14.5%	35.8%	7.8%	61.8%	51.2%	33.2%	47.6%	-4.5%	Aug '26
MSCI Japan	96.92	-0.7%	-0.1%	-1.3%	3.0%	14.5%	24.3%	25.9%	20.7%	68.0%	47.7%	46.4%	65.4%	-1.7%	Sep '26
MSCI India	47.59	-1.7%	-2.2%	-4.4%	-3.7%	-2.0%	-11.7%	2.7%	-12.0%	6.2%	2.4%	-4.4%	-3.2%	-14.8%	Jun '25
MSCI China	52.91	-0.8%	-0.8%	-3.1%	-2.3%	-9.3%	-16.9%	31.0%	-11.3%	29.2%	-12.7%	1.3%	20.4%	-19.5%	Oct '25
International Bond	46.87	-0.13%	-0.8%	-1.5%	-2.3%	-1.4%	-0.9%	2.9%	-1.2%	11.2%	-1.0%	1.6%	1.2%	-3.2%	Feb '26
iShares Latin America	35.51	-0.11%	-1.8%	5.7%	3.5%	5.4%	29.1%	52.7%	18.1%	56.7%	81.9%	57.3%	76.6%	-5.6%	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	696.20	-0.4%	-0.7%	-2.4%	1.2%	13.9%	16.1%	17.8%	11.7%	77.2%	81.7%	25.8%	54.7%	-2.6%	Aug '26
US Large Growth	120.45	-0.7%	-1.6%	-3.9%	-2.4%	8.8%	4.6%	19.8%	2.0%	84.1%	86.6%	17.7%	52.4%	-6.4%	Jun '26
US Large Value	253.49	-0.7%	-0.2%	-2.0%	4.3%	17.8%	27.3%	15.7%	21.3%	69.4%	73.9%	32.4%	55.1%	-2.3%	Sep '26

US MidCap Blend	80.05	-0.7%	-1.3%	-5.2%	-0.4%	10.5%	14.5%	17.0%	11.1%	75.0%	73.1%	23.7%	47.5%	-5.2%	Aug '26
US MidCap Growth	289.74	-1.1%	-2.2%	-7.7%	-4.5%	8.8%	0.1%	10.7%	3.9%	47.1%	20.8%	6.9%	34.8%	-7.7%	Aug '26
US MidCap Value	203.88	-0.4%	-0.7%	-3.4%	2.8%	11.5%	20.9%	12.1%	16.1%	59.5%	59.0%	26.1%	47.4%	-3.4%	Aug '26

US Small Blend	290.89	-0.5%	-1.1%	-5.9%	-1.6%	11.4%	15.5%	8.9%	13.5%	55.2%	39.9%	19.5%	52.7%	-5.9%	Aug '26
US Small Growth	361.21	-1.2%	-2.6%	-8.7%	-5.3%	13.5%	15.4%	12.9%	12.0%	58.5%	23.5%	22.7%	62.1%	-8.7%	Aug '26
US Small Value	217.68	-0.8%	-1.3%	-4.3%	0.7%	16.4%	25.9%	12.4%	20.9%	63.2%	49.4%	33.3%	68.7%	-4.3%	Aug '26

Foreign Large Blend	105.40	-0.4%	-1.1%	-3.0%	1.0%	9.1%	16.8%	31.6%	11.5%	62.3%	51.4%	35.8%	52.0%	-3.1%	Aug '26
Foreign Growth	119.55	-0.5%	-2.2%	-5.7%	-3.4%	5.2%	7.6%	20.7%	5.8%	40.4%	15.1%	18.4%	37.7%	-6.0%	Aug '26
Foreign Value	81.64	-0.4%	0.0%	-0.4%	5.5%	13.4%	26.3%	42.2%	17.4%	85.5%	95.6%	54.3%	67.2%	-1.7%	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	22.99	0.2%	-0.4%	0.2%	2.2%	3.9%	2.4%	3.6%	3.0%	19.6%	30.0%	5.9%	9.6%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.64	0.02%	0.1%	0.5%	1.3%	2.8%	4.9%	5.2%	3.3%	19.5%	27.7%	7.9%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.65	0.2%	0.3%	0.9%	2.3%	4.1%	4.8%	6.9%	2.5%	21.6%	30.7%	8.9%	12.7%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.38	0%	0.2%	0.5%	1.6%	3.3%	6.7%	8.9%	4.2%	32.3%	57.3%	11.8%	11.6%	NewNew Peak	Sep '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	58.94	-0.5%	-1.3%	-3.1%	-0.5%	12.9%	15.1%	17.7%	11.0%	80.6%	114.8%	25.0%	54.3%	-3.2%	Aug '26
Int’l Min Volatility- Franklin	42.43	0.02%	0.5%	-0.2%	4.7%	8.5%	29.4%	27.1%	18.5%	81.0%	117.3%	44.2%	58.4%	-1.0%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.77	-1.7%	-1.3%	-9.9%	-10.7%	7.4%	8.0%	3.0%	6.2%	60.2%	105.8%	8.5%	38.2%	-13.1%	Jun '26
Small Value- Avantis	123.92	-0.08%	-0.3%	-3.4%	1.6%	16.8%	25.8%	7.4%	22.7%	64.6%	81.6%	30.6%	68.6%	-3.4%	Aug '26
Mid Value- Pacer Cash Cows	70.47	-0.13%	1.4%	0.3%	11.4%	13.5%	26.0%	9.0%	18.4%	48.6%	75.1%	24.1%	52.9%	-2.4%	Sep '26
Growth- S&P Momentum	143.69	-0.3%	-4.4%	-6.3%	-6.9%	23.0%	19.7%	26.6%	20.9%	148.9%	141.1%	41.1%	75.6%	-11.1%	Jun '26
Invesco S&P Quality	83.38	-0.5%	-1.2%	-4.8%	-5.8%	9.4%	16.3%	13.2%	11.8%	67.8%	78.1%	19.1%	42.8%	-7.5%	Jun '26
Rotation Factor- BlackRock	68.76	-0.6%	-1.2%	-2.1%	1.7%	15.4%	18.3%	20.0%	13.6%	94.6%	100.9%	30.0%	59.9%	-2.2%	Aug '26
US Min Volatility- Fidelity	71.82	-0.8%	0.7%	-1.4%	3.6%	9.0%	11.1%	11.8%	8.5%	49.5%	56.4%	16.0%	34.4%	-2.5%	Aug '26
Derivative Income- JPMorgan	56.19	-0.6%	-0.6%	-2.5%	1.3%	1.8%	7.2%	8.1%	3.6%	29.2%	40.7%	7.3%	23.7%	-2.8%	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	18.11	0.06%	0.4%	2.5%	4.7%	10.9%	13.8%	6.5%	14.5%	34.6%	47.5%	20.2%	25.5%	-0.2%	Sep '26
Multistrategy- AQR	15.53	0.2%	1.0%	3.3%	5.6%	8.1%	14.6%	16.4%	10.8%	46.4%	83.9%	22.1%	27.3%	NewNew Peak	Sep '26
Long Short- AQR	22.37	0%	0.2%	0.4%	6.0%	9.2%	15.7%	34.4%	5.7%	92.9%	198.8%	32.0%	37.4%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.76	0.6%	1.2%	1.4%	2.8%	13.9%	21.0%	18.3%	16.3%	81.1%	94.0%	36.3%	30.1%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.76	0.04%	0.1%	0.5%	1.5%	2.9%	6.5%	7.2%	4.0%	20.4%	42.6%	10.4%	9.5%	NewNew Peak	Sep '26
Long Short- First Trust	76.31	0.05%	-0.2%	-0.2%	2.4%	9.4%	11.9%	9.1%	7.9%	48.4%	62.3%	13.9%	28.7%	-0.9%	Sep '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)	344.98	-1.3%	4.3%	-0.2%	-7.5%	13.0%	37.7%	66.0%	10.4%	153.5%	142.5%	87.3%	139.5%	-14.2%	May '26
Meta (Communications)	670.24	0.7%	2.5%	13.6%	11.7%	6.9%	-13.7%	13.1%	1.7%	125.1%	81.2%	-4.3%	31.8%	-14.9%	Aug '25
Amazon (Cyclical)	248.42	-2.0%	-1.6%	-5.4%	1.0%	17.3%	6.1%	5.2%	7.6%	76.9%	42.4%	9.6%	45.6%	-12.5%	Aug '26
Tesla (Cyclical)	356.58	-0.7%	-3.1%	4.2%	-11.9%	-9.9%	-15.4%	11.4%	-20.7%	30.0%	41.3%	-1.1%	60.7%	-27.2%	Dec '25
Procter & Gamble (Defensive)	146.67	0.4%	2.8%	1.5%	-3.1%	-2.1%	-4.5%	-12.3%	4.6%	3.4%	15.7%	-8.1%	-3.4%	-13.2%	Mar '25
PepsiCo (Defensive)	135.50	-0.6%	-0.9%	-2.7%	-6.3%	-12.3%	0.7%	-1.8%	-2.7%	-16.0%	2.4%	-0.4%	2.6%	-18.1%	Feb '26
Coca-Cola (Defensive)	88.71	-0.12%	1.3%	1.1%	10.5%	14.7%	36.7%	15.6%	28.6%	65.9%	84.4%	32.1%	34.3%	-3.6%	Aug '26
Exxon Mobil (Energy)	169.32	2.6%	3.1%	6.4%	20.1%	9.1%	51.9%	16.0%	43.5%	60.1%	261.4%	60.9%	76.1%	NewNew Peak	Sep '26
Chevron (Energy)	217.77	2.6%	1.9%	9.8%	22.0%	12.6%	41.9%	10.1%	46.9%	48.3%	173.4%	47.3%	69.2%	NewNew Peak	Sep '26
JPMorgan Chase (Financial)	352.49	0.7%	-0.6%	-2.9%	6.9%	24.4%	16.2%	37.3%	10.9%	153.0%	152.7%	30.1%	66.4%	-3.5%	Aug '26
Visa (Financial)	375.62	0.09%	2.2%	3.1%	13.0%	21.6%	11.4%	11.8%	7.7%	59.4%	73.9%	7.0%	23.2%	-2.2%	Aug '26
Mastercard (Financial)	573.27	-0.2%	1.0%	0.7%	14.5%	13.1%	-1.6%	9.0%	0.9%	40.9%	70.5%	1.8%	20.5%	-4.4%	Aug '26
Bank of America (Financial)	59.52	0.08%	-5.0%	-7.2%	5.2%	27.8%	20.0%	28.0%	10.0%	121.8%	66.3%	34.5%	75.5%	-7.7%	Aug '26
UnitedHealth (Health)	375.93	-2.0%	-3.8%	-5.8%	-7.2%	33.2%	13.6%	-33.1%	16.1%	-17.7%	-1.3%	-23.1%	-29.3%	-34.8%	Apr '25
Johnson & Johnson (Health)	267.20	0.3%	0.0%	3.1%	14.2%	11.0%	54.8%	47.5%	31.2%	80.2%	86.0%	75.8%	85.1%	-4.0%	Sep '26
Eli Lilly (Health)	1136.11	-0.2%	1.1%	-3.7%	1.4%	15.2%	49.5%	40.2%	6.2%	101.5%	414.6%	32.4%	58.1%	-11.3%	Aug '26
Union Pacific (Industrials)	283.99	-0.4%	-0.3%	-2.9%	6.7%	18.4%	34.2%	3.9%	24.6%	42.2%	56.2%	19.5%	40.9%	-8.1%	Aug '26
Honeywell (Industrials)	203.44	1.0%	-0.7%	-13.0%	-15.2%	-16.6%	-0.5%	-6.4%	0.8%	13.4%	3.8%	1.1%	15.9%	-21.1%	Mar '26
Nvidia (IT)	212.17	0.6%	-5.0%	-5.7%	2.4%	16.1%	21.6%	38.9%	14.0%	384.7%	858.1%	52.8%	120.9%	-9.8%	May '26
Broadcom (IT)	339.27	-1.6%	-6.9%	-13.7%	-9.8%	4.8%	-5.1%	50.6%	-1.6%	313.0%	634.5%	50.2%	119.5%	-29.4%	Jun '26
Adobe (IT)	257.76	-3.0%	1.1%	-2.4%	24.3%	2.3%	-26.9%	-21.3%	-26.4%	-51.3%	-61.2%	-43.6%	-24.2%	-44.5%	Feb '25
Oracle (IT)	140.35	-3.1%	-13.2%	-6.8%	-25.2%	-9.4%	-53.7%	18.1%	-27.3%	27.6%	72.1%	-21.4%	14.7%	-56.8%	Sep '25
salesforce.com (IT)	255.65	-1.5%	4.7%	30.3%	58.1%	29.6%	7.7%	-20.2%	-3.0%	21.2%	-0.1%	-20.3%	6.0%	-28.1%	Jan '25
Linde PLC (Materials)	462.96	-0.3%	-0.8%	-3.8%	-10.4%	-6.3%	-0.5%	3.2%	9.6%	24.0%	58.2%	2.5%	14.3%	-15.0%	Jul '26
Sherwin-Williams (Materials)	323.22	-0.4%	0.8%	-9.8%	0.5%	0.6%	-7.6%	-3.8%	0.5%	26.9%	13.5%	-6.7%	4.5%	-13.0%	Sep '25
American Tower (Real Estate)	177.71	0.4%	1.3%	1.2%	-3.7%	-1.9%	-5.2%	-0.9%	3.2%	9.6%	-30.1%	-0.5%	-8.4%	-20.6%	Jul '25
Prologis Inc. (Real Estate)	135.84	0.5%	0.1%	-3.7%	-7.0%	2.9%	21.9%	25.1%	8.0%	20.5%	17.8%	17.4%	57.7%	-9.5%	Jul '26
NextEra Energy (Utilities)	81.07	-0.7%	-1.9%	-5.2%	-5.3%	-11.4%	19.4%	15.5%	3.2%	29.1%	10.4%	23.7%	32.2%	-15.9%	Apr '26
Duke Energy (Utilities)	117.77	-1.1%	-2.2%	-5.0%	-5.8%	-10.2%	1.4%	12.7%	3.1%	38.5%	40.8%	11.0%	7.0%	-10.2%	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	15.77	-0.13%	-0.9%	-1.6%	-1.6%	1.3%	2.8%	9.4%	1.5%	22.9%	9.2%	9.4%	12.3%	-1.9%	Aug '26
Moderate-60% Stock	68.78	-0.3%	-1.0%	-2.1%	-0.5%	6.8%	10.1%	16.4%	7.1%	46.9%	36.5%	20.6%	33.4%	-2.3%	Aug '26
Mod Agg-80% Stock	55.38	-0.4%	-1.2%	-2.4%	-0.1%	9.5%	13.7%	19.6%	10.0%	59.3%	49.1%	26.1%	44.5%	-2.6%	Aug '26
Aggressive-90% Stock	34.35	-0.3%	-1.4%	-2.6%	-0.1%	12.5%	18.0%	20.9%	13.5%	65.4%	52.6%	30.6%	54.0%	-2.7%	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	75758.38	0.2%	-3.2%	20.3%	15.5%	1.2%	-35.2%	-6.3%	-13.4%	184.7%	58.5%	-21.6%	-0.7%	-39.3%	Oct '25
Ethereum	2399.81	0.06%	-2.7%	27.6%	34.0%	2.1%	-46.7%	-11.0%	-19.1%	46.2%	-32.8%	-11.6%	63.0%	-50.3%	Aug '25
BNB	713.28	0.2%	-1.3%	17.4%	18.0%	5.0%	-25.4%	23.1%	-17.4%	233.0%	68.0%	9.1%	28.9%	-45.6%	Oct '25
Solana	97.07	0.2%	-4.5%	28.9%	32.2%	0.9%	-59.0%	-34.2%	-22.0%	406.4%	-36.3%	-42.6%	-8.0%	-62.9%	Jan '25
Bitcoin ETF	43.11	-3.6%	-2.7%	21.0%	16.0%	2.8%	-35.0%	-6.4%	-13.2%	-	-	-21.1%	-1.1%	-39.5%	Oct '25
Grayscale Bitcoin (hi fee)	58.84	-3.7%	-2.7%	20.9%	15.6%	2.1%	-35.9%	-7.6%	-13.9%	238.2%	71.4%	-22.7%	-2.9%	-40.2%	Oct '25
Bloomberg Commodities	26.77	1.2%	1.5%	9.0%	15.7%	12.9%	44.0%	14.9%	37.1%	54.5%	75.7%	43.8%	59.2%	-0.1%	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	5.36	0.7%	1.5%	1.9%	8.8%	10.4%	15.5%	1.1%	10.8%	21.6%	185.2%	12.6%	13.8%	NewNew Peak	Sep '26
10yr Treasury rate	5.00	0.7%	3.3%	6.4%	12.8%	18.4%	24.1%	-9.0%	20.0%	15.6%	275.4%	10.2%	17.2%	NewNew Peak	Sep '26
5yr Treasury rate	4.83	0.8%	4.6%	10.6%	16.3%	26.9%	34.7%	-15.0%	29.7%	8.4%	478.7%	10.4%	23.3%	NewNew Peak	Sep '26
13-week T-bill	3.96	0.6%	4.1%	7.1%	9.1%	9.8%	1.8%	-15.7%	11.6%	-25.3%	13100.0%	-6.1%	-5.2%	-7.6%	May '25
Crude Oil	104.60	-1.2%	8.9%	26.9%	37.5%	11.9%	62.1%	-19.9%	82.2%	15.2%	44.1%	44.8%	75.6%	-7.4%	Apr '26
Gold	4372.80	0.9%	-2.0%	-1.5%	0.4%	-12.6%	17.4%	64.4%	0.7%	124.7%	148.9%	48.9%	46.2%	-17.8%	Jan '26
USD/EUR	0.87	-0.05%	0.8%	0.2%	0.6%	-0.9%	2.8%	-11.4%	1.8%	-	1.9%	-9.5%	-4.9%	-11.3%	Jan '25
USD/JPY	155.32	-0.01%	1.1%	-2.5%	-3.2%	-2.7%	6.1%	-0.4%	-0.7%	-	41.6%	2.2%	6.5%	-5.2%	Jul '26
S&P 500 Volatility Index	17.20	0.6%	4.5%	20.7%	4.8%	-26.8%	5.1%	-13.8%	15.1%	24.7%	-8.0%	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	50.06	-0.04%	-0.4%	-0.5%	0.0%	1.0%	2.7%	6.1%	1.5%	18.1%	18.6%	6.8%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	48.53	-0.3%	-0.5%	-2.5%	-2.8%	-2.2%	-0.4%	4.3%	-1.6%	9.6%	2.6%	2.1%	4.5%	-3.5%	Jul '26
Interm Bond- Janus MSB	43.38	-0.02%	-1.2%	-2.0%	-2.9%	-2.5%	-0.5%	8.8%	-1.7%	14.4%	1.0%	5.9%	4.8%	-3.8%	Feb '26
Interm Bond- Vanguard	73.93	-0.08%	-1.0%	-1.8%	-2.5%	-2.4%	-1.8%	8.5%	-2.3%	13.5%	-2.3%	5.1%	3.5%	-4.1%	Feb '26
Multisector Bond- Intrepid	8.84	0.11%	-0.1%	-0.4%	0.4%	3.1%	4.1%	8.2%	2.8%	27.6%	33.6%	9.4%	12.3%	-0.4%	Aug '26
Int’l Bond- JPMorgan	46.97	-0.11%	-1.1%	-1.7%	-2.1%	0.1%	0.2%	8.2%	-0.6%	17.3%	12.2%	5.6%	6.2%	-2.5%	Feb '26
Long Bond- Vanguard	70.65	-0.04%	-1.1%	-1.1%	-4.8%	-2.2%	-4.9%	7.2%	-3.3%	11.8%	-17.4%	2.4%	5.9%	-6.2%	Oct '25
Long CA Muni- PIMCO	9.03	-0.3%	-1.1%	-3.1%	-3.7%	-2.6%	-0.4%	4.4%	-1.9%	11.5%	2.4%	1.9%	4.7%	-4.3%	Jul '26
Long Muni- iShares	55.14	-0.3%	-0.6%	-2.7%	-3.2%	-2.7%	-0.5%	3.4%	-2.1%	7.7%	-0.1%	1.6%	5.5%	-4.0%	Feb '26

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