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S&P 500

Return

79.7%

[

20.5%

annualized]

Dec 30 2022 - Feb 20 2026

-1.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.6%

[

13.7%

annualized]

Dec 30 2022 - Feb 20 2026

-1.2%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

51.0%

[

14.0%

annualized]

Dec 30 2022 - Feb 20 2026

-2.2%

Below
Peak
Jan '26

Performance Range:

As of Feb 20 03:30 PM EDT, next update at 03:40 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6900.29	0.6%	0.9%	1.5%	5.5%	7.9%	12.8%	16.4%	0.8%	69.2%	76.6%	43.9%	92.9%	-1.1%	Jan '26
DJIA (Large Value)	49581.72	0.4%	0.2%	2.3%	8.4%	10.3%	12.2%	13.0%	3.2%	46.6%	57.4%	35.5%	69.7%	-1.2%	Feb '26
Russell 2000 (Small Cap)	2659.37	-0.2%	0.5%	0.5%	15.4%	17.2%	17.6%	11.3%	7.1%	36.6%	17.3%	17.0%	57.6%	-2.2%	Jan '26
NASDAQ Comp (Tech/Growth)	22837.92	0.7%	1.3%	-0.5%	3.4%	7.9%	14.4%	20.4%	-1.7%	93.8%	64.6%	44.2%	119.2%	-4.7%	Oct '25
Aggregate Bond	100.91	0.03%	-0.1%	1.6%	1.7%	3.9%	7.5%	7.2%	1.4%	14.8%	1.2%	1.8%	18.9%	-0.1%	Feb '26
Corp Bond	111.62	-0.05%	0.0%	1.9%	2.1%	4.0%	8.3%	7.9%	1.7%	18.9%	0.9%	0.4%	27.3%	-0.1%	Feb '26
High Yield Bond	81.00	0.07%	0.2%	0.6%	2.6%	3.8%	7.6%	8.6%	0.9%	29.7%	21.2%	17.6%	37.6%	New Peak	Feb '26
Preferred	31.67	-0.1%	-0.1%	0.7%	5.9%	3.7%	6.5%	4.9%	2.9%	16.6%	12.7%	4.1%	27.8%	-0.5%	Feb '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Basic Materials	52.96	0.3%	-0.7%	9.9%	26.1%	18.7%	20.4%	9.9%	16.8%	38.1%	55.8%	28.4%	64.9%	-1.2%	Feb '26
Consumer Discretionary/Cyclical	117.16	0.8%	0.8%	-1.6%	6.2%	3.3%	5.4%	7.4%	-1.9%	59.6%	43.8%	15.3%	73.4%	-5.9%	Jan '26
Financial Services	52.37	0.4%	1.4%	-1.6%	2.8%	-0.3%	3.3%	14.9%	-4.4%	51.0%	76.1%	41.9%	82.5%	-7.2%	Jan '26
Real Estate	94.74	0.6%	0.2%	4.2%	8.5%	6.4%	6.4%	3.3%	7.1%	19.8%	28.2%	-3.7%	41.3%	-0.8%	Feb '26
Communication Services	116.73	1.4%	1.9%	2.9%	6.5%	7.0%	13.1%	23.1%	-0.8%	117.8%	69.1%	55.6%	153.7%	-2.8%	Jan '26
Energy	54.83	-0.6%	0.9%	15.2%	24.5%	30.0%	22.1%	7.9%	22.6%	43.6%	186.6%	120.9%	53.0%	-0.6%	Feb '26
Industrials	177.23	0.5%	1.8%	8.4%	20.3%	18.1%	30.3%	19.3%	14.3%	80.1%	110.2%	79.8%	119.9%	New Peak	Feb '26
Technology	140.48	0.2%	0.7%	-1.0%	3.4%	8.4%	17.1%	24.6%	-2.4%	105.3%	114.7%	65.2%	147.0%	-7.5%	Oct '25
Consumer Staples/Defensive	87.85	0.2%	-1.9%	6.7%	14.9%	7.2%	11.1%	1.5%	13.1%	29.2%	54.2%	26.7%	41.8%	-1.9%	Feb '26
Healthcare	157.10	-0.10%	-0.4%	1.1%	4.2%	15.3%	8.6%	14.5%	1.5%	25.1%	48.7%	20.2%	36.0%	-1.6%	Jan '26
Utilities	46.33	0.5%	-0.4%	7.8%	6.0%	9.0%	18.7%	16.0%	8.5%	48.3%	75.6%	47.6%	66.5%	-0.4%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	147.38	0.7%	1.0%	3.5%	9.7%	12.2%	21.0%	22.4%	4.2%	71.4%	68.0%	48.7%	102.1%	-0.2%	Feb '26
MSCI Emerging Markets	62.21	1.9%	1.8%	8.5%	18.8%	26.8%	41.5%	34.0%	13.7%	68.9%	21.6%	39.5%	96.5%	New Peak	Feb '26
FTSE Europe	89.93	0.9%	1.4%	5.8%	16.5%	14.6%	32.1%	35.8%	7.6%	62.3%	69.0%	48.9%	118.2%	New Peak	Feb '26
MSCI Japan	91.39	0.2%	-2.6%	9.2%	19.3%	19.1%	37.2%	25.9%	13.2%	75.2%	44.7%	50.9%	105.5%	-2.7%	Feb '26
MSCI India	53.40	2.1%	1.0%	3.2%	-2.4%	-0.7%	6.6%	2.7%	-1.2%	33.7%	34.4%	15.7%	32.9%	-9.1%	Sep '24
MSCI China	60.91	0.3%	0.9%	-1.2%	1.3%	2.9%	13.8%	31.0%	1.4%	31.3%	-28.7%	7.6%	64.7%	-8.0%	Oct '25
International Bond	49.01	0.2%	0.4%	1.5%	1.5%	2.5%	4.5%	2.9%	1.7%	15.8%	2.4%	3.1%	19.4%	New Peak	Feb '26
iShares Latin America	36.96	1.4%	1.9%	12.3%	28.0%	46.5%	60.3%	52.7%	21.4%	76.4%	83.2%	110.2%	88.6%	-0.4%	Feb '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	633.15	0.6%	1.0%	1.6%	5.8%	8.6%	14.2%	17.8%	1.0%	76.3%	89.6%	52.7%	102.3%	-1.0%	Jan '26
US Large Growth	453.16	0.5%	1.3%	-1.2%	-0.3%	3.1%	9.8%	18.3%	-4.3%	95.9%	86.7%	51.0%	121.8%	-7.7%	Oct '25
US Large Value	225.02	0.5%	0.6%	4.2%	13.1%	14.0%	17.3%	15.7%	7.0%	50.8%	71.0%	44.7%	75.5%	New Peak	Feb '26

US MidCap Blend	303.83	0.2%	0.6%	2.9%	9.7%	6.9%	11.9%	11.6%	4.7%	44.5%	46.6%	27.8%	70.4%	New Peak	Feb '26
US MidCap Growth	275.39	0.04%	0.7%	-1.2%	2.3%	-2.9%	3.0%	10.7%	-1.3%	42.0%	24.8%	12.8%	66.4%	-7.5%	Oct '25
US MidCap Value	193.20	0.4%	0.4%	5.7%	15.0%	14.1%	18.5%	12.1%	8.9%	43.6%	67.2%	40.7%	70.2%	New Peak	Feb '26

US Small Blend	278.70	0.2%	0.9%	2.5%	15.9%	14.5%	14.9%	8.9%	8.0%	43.8%	38.5%	30.1%	68.8%	-0.1%	Feb '26
US Small Growth	336.42	-0.5%	0.5%	-2.7%	12.1%	14.2%	15.2%	12.9%	4.2%	44.1%	6.3%	16.8%	65.8%	-4.9%	Jan '26
US Small Value	200.70	0.2%	0.4%	4.1%	19.5%	21.9%	23.2%	12.4%	10.8%	39.3%	45.0%	29.3%	62.9%	-0.1%	Feb '26

Foreign Large Blend	104.83	0.7%	0.6%	6.9%	17.0%	15.5%	32.3%	31.6%	9.2%	62.7%	60.8%	49.8%	108.2%	-0.1%	Feb '26
Foreign Growth	122.63	0.8%	0.6%	4.7%	13.8%	11.3%	20.2%	20.7%	7.6%	42.9%	28.2%	19.0%	80.3%	-0.1%	Feb '26
Foreign Value	79.06	0.6%	0.5%	9.0%	20.1%	19.4%	44.6%	42.2%	10.7%	83.3%	96.7%	85.4%	137.9%	-0.2%	Feb '26

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bank Loan- Franklin	23.09		-0.09%	-0.1%	-1.1%	-0.5%	-0.8%	2.0%	3.6%	-0.9%	22.6%	27.5%	24.1%	29.8%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.76		0.06%	0.1%	0.4%	1.4%	2.6%	5.2%	5.2%	0.7%	21.4%	25.3%	24.2%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.65		0.02%	0.0%	-1.3%	0.3%	1.8%	5.0%	6.9%	-1.2%	24.5%	27.4%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	0.1%	0.2%	1.6%	3.7%	7.9%	8.9%	0.6%	36.6%	60.6%	48.0%	41.4%	New Peak	Feb '26

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	54.83		0.6%	1.1%	2.6%	8.6%	9.8%	16.2%	17.7%	2.8%	82.4%	122.3%	91.6%	111.6%	-0.6%	Feb '26
Int’l Min Volatility- Franklin	40.96		0.4%	1.2%	9.2%	16.4%	20.8%	35.4%	27.1%	11.2%	81.3%	131.3%	98.3%	113.0%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.68	p	EOD	1.0%	0.4%	14.8%	10.0%	9.6%	3.0%	5.8%	70.5%	114.6%	97.5%	103.0%	-3.0%	Feb '26
Small Value- Avantis	115.37		0.3%	0.4%	8.0%	23.3%	22.6%	21.6%	7.4%	13.1%	47.0%	87.2%	53.1%	75.7%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	64.24		0.2%	0.1%	5.3%	14.1%	14.4%	11.7%	9.0%	6.8%	40.9%	91.8%	47.5%	59.6%	-0.4%	Feb '26
Growth- S&P Momentum	119.78		0.3%	1.3%	2.4%	4.9%	4.1%	18.5%	26.6%	0.4%	124.5%	132.2%	95.0%	139.6%	-3.3%	Oct '25
Invesco S&P Quality	80.30		0.7%	1.1%	5.1%	12.4%	11.6%	14.5%	13.2%	7.0%	81.1%	97.0%	59.2%	109.8%	New Peak	Feb '26
Rotation Factor- BlackRock	61.36		0.6%	1.4%	2.4%	5.6%	9.1%	16.3%	20.0%	0.9%	99.7%	101.6%	70.6%	131.1%	-1.0%	Feb '26
US Min Volatility- Fidelity	68.24		0.7%	1.0%	2.3%	5.3%	6.8%	9.8%	11.8%	2.2%	51.2%	70.3%	39.0%	69.6%	-0.6%	Feb '26
Derivative Income- JPMorgan	59.46		0.3%	0.2%	3.8%	8.6%	8.2%	8.2%	8.1%	4.5%	37.5%	62.4%	35.3%	54.5%	New Peak	Feb '26

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Macro- BlackRock	15.96	p	EOD	-0.7%	0.6%	1.9%	0.0%	5.7%	6.5%	0.9%	25.4%	32.1%	30.7%	30.3%	-0.7%	Feb '26
Multistrategy- AQR	14.46	p	EOD	1.0%	3.5%	5.0%	9.6%	14.1%	16.4%	3.2%	43.8%	78.5%	69.5%	51.5%	New Peak	Feb '26
Long Short- AQR	20.97	p	EOD	1.4%	2.4%	5.1%	11.5%	24.4%	34.4%	-0.9%	104.2%	217.6%	155.9%	144.0%	-1.5%	Dec '25
Mkt Neutral- BlackRock	14.61	p	EOD	1.0%	0.0%	3.8%	8.0%	17.5%	18.3%	0.2%	62.0%	67.9%	69.4%	70.0%	-1.7%	Feb '26
Multi Strategy- Variant	26.42	p	EOD	0.1%	0.7%	1.2%	3.4%	6.5%	7.2%	0.4%	22.0%	47.6%	34.3%	25.9%	New Peak	Feb '26
Long Short- First Trust	71.17		0.4%	0.5%	1.4%	2.8%	6.1%	6.4%	9.1%	0.3%	47.8%	60.7%	44.0%	59.2%	-1.3%	Feb '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Alphabet (Communications)	315.19	4.1%	3.1%	-2.1%	9.0%	58.4%	71.4%	66.0%	0.7%	236.6%	204.1%	119.0%	225.5%	-8.3%	Feb '26
Meta (Communications)	654.41	1.5%	2.3%	8.3%	11.2%	-12.3%	-5.5%	13.1%	-0.9%	281.2%	151.9%	94.7%	416.9%	-17.0%	Aug '25
Amazon (Cyclical)	209.48	2.3%	5.4%	-9.3%	-3.5%	-6.4%	-6.0%	5.2%	-9.2%	115.5%	28.9%	22.9%	85.5%	-17.5%	Nov '25
Tesla (Cyclical)	409.95	-0.4%	-1.8%	-2.2%	3.7%	26.6%	15.7%	11.4%	-8.8%	96.8%	57.4%	2.5%	88.7%	-16.3%	Dec '25
Procter & Gamble (Defensive)	161.01	1.5%	0.6%	10.3%	9.4%	2.4%	-1.1%	-12.3%	13.1%	24.1%	43.7%	10.0%	41.6%	-7.4%	Dec '24
PepsiCo (Defensive)	164.52	-0.04%	-0.9%	11.4%	13.7%	11.3%	14.8%	-1.8%	14.6%	3.0%	44.9%	7.8%	7.9%	-8.0%	May '23
Coca-Cola (Defensive)	79.73	1.0%	1.3%	11.1%	12.8%	14.4%	17.2%	15.6%	14.0%	45.1%	84.9%	51.5%	59.4%	New Peak	Feb '26
Exxon Mobil (Energy)	147.41	-2.4%	-0.7%	13.7%	26.8%	37.9%	36.1%	16.0%	23.3%	46.7%	240.9%	169.2%	68.5%	-4.6%	Feb '26
Chevron (Energy)	183.55	-0.7%	0.9%	11.0%	22.1%	21.1%	19.6%	10.1%	20.4%	26.7%	133.7%	80.9%	33.1%	-1.2%	Feb '26
JPMorgan Chase (Financial)	310.30	0.7%	2.6%	2.5%	4.5%	7.2%	18.7%	37.3%	-3.3%	134.2%	138.1%	114.1%	223.9%	-7.3%	Jan '26
Visa (Financial)	321.51	0.8%	2.4%	-1.1%	-0.5%	-6.1%	-7.6%	11.8%	-8.1%	47.1%	62.9%	49.9%	85.3%	-13.4%	Jun '25
Mastercard (Financial)	525.81	1.1%	1.4%	-1.1%	-0.2%	-11.0%	-6.1%	9.0%	-7.8%	48.2%	62.4%	45.3%	89.1%	-12.0%	Aug '25
Bank of America (Financial)	52.97	0.4%	0.8%	1.7%	4.4%	10.7%	19.6%	28.0%	-3.7%	62.1%	73.0%	27.0%	93.0%	-7.5%	Jan '26
UnitedHealth (Health)	290.47	0.2%	-0.9%	-14.2%	-6.1%	-1.9%	-40.8%	-33.1%	-12.0%	-38.5%	-2.9%	-38.1%	-38.4%	-52.2%	Nov '24
Johnson & Johnson (Health)	244.15	-1.1%	0.3%	11.9%	21.0%	38.4%	56.3%	47.5%	18.0%	65.6%	72.7%	60.0%	65.5%	-1.1%	Feb '26
Eli Lilly (Health)	1014.00	-0.9%	-2.5%	-2.5%	-2.6%	44.2%	17.0%	40.2%	-5.5%	215.7%	430.5%	288.0%	221.4%	-8.5%	Nov '25
Union Pacific (Industrials)	265.08	0.8%	1.7%	19.6%	20.5%	18.9%	9.6%	3.9%	14.6%	41.1%	41.8%	17.4%	48.9%	New Peak	Feb '26
Honeywell (Industrials)	243.70	1.2%	1.0%	13.3%	29.5%	19.9%	25.0%	-6.4%	24.9%	36.9%	40.7%	36.1%	60.4%	New Peak	Feb '26
Nvidia (IT)	189.45	0.8%	3.6%	6.4%	4.9%	8.0%	35.3%	38.9%	1.6%	786.7%	1172.8%	530.2%	1549.5%	-8.5%	Oct '25
Broadcom (IT)	332.58	-0.4%	2.3%	0.0%	-3.9%	14.6%	48.0%	50.6%	-3.9%	484.0%	654.5%	441.3%	714.6%	-19.3%	Dec '25
Adobe (IT)	257.20	-0.8%	-2.6%	-11.4%	-17.7%	-27.2%	-43.4%	-21.3%	-26.5%	-27.9%	-46.3%	-54.4%	-10.1%	-59.5%	Feb '24
Oracle (IT)	147.47	-5.8%	-7.9%	-18.0%	-29.8%	-37.0%	-15.4%	18.1%	-24.1%	75.2%	158.3%	77.6%	140.6%	-54.9%	Sep '25
salesforce.com (IT)	184.13	-0.6%	-2.9%	-16.3%	-18.2%	-25.0%	-41.8%	-20.2%	-30.5%	12.8%	-24.4%	-27.0%	31.0%	-49.6%	Dec '24
Linde PLC (Materials)	497.52	1.5%	3.4%	14.9%	22.2%	3.9%	9.2%	3.2%	16.7%	60.9%	112.5%	55.2%	91.2%	New Peak	Feb '26
Sherwin-Williams (Materials)	360.94	0.9%	-2.2%	4.0%	10.0%	-1.5%	4.0%	-3.8%	11.4%	62.7%	57.9%	10.4%	84.5%	-8.9%	Nov '24
American Tower (Real Estate)	187.15	1.3%	-2.6%	5.3%	5.5%	-9.0%	0.7%	-0.9%	6.6%	-1.5%	-4.3%	-25.8%	13.5%	-18.9%	Sep '24
Prologis Inc. (Real Estate)	141.00	1.4%	1.5%	7.8%	15.4%	30.1%	20.8%	25.1%	10.4%	23.7%	54.0%	-3.6%	55.4%	-0.5%	Feb '26
NextEra Energy (Utilities)	92.03	0.4%	-1.9%	10.2%	9.9%	22.6%	35.3%	15.5%	14.6%	32.0%	33.9%	11.9%	38.7%	-1.9%	Feb '26
Duke Energy (Utilities)	126.93	0.4%	-1.0%	7.1%	4.5%	3.7%	16.1%	12.7%	9.2%	43.4%	74.3%	44.7%	69.4%	-1.0%	Feb '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	16.07	p	EOD	0.1%	1.8%	3.3%	5.2%	9.7%	9.4%	1.9%	24.7%	12.5%	10.3%	32.2%	New Peak	Feb '26
Moderate-60% Stock	67.25		0.4%	0.6%	3.0%	7.0%	9.2%	16.4%	16.4%	3.4%	46.7%	40.5%	29.9%	65.0%	New Peak	Feb '26
Mod Agg-80% Stock	52.62	p	EOD	0.3%	2.8%	8.5%	10.6%	19.0%	19.6%	3.7%	57.4%	51.3%	37.8%	81.0%	-0.5%	Feb '26
Aggressive-90% Stock	31.63	p	EOD	0.5%	3.1%	10.1%	12.5%	20.5%	20.9%	4.5%	58.9%	53.5%	37.4%	83.5%	-0.6%	Feb '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Bitcoin	67594.08	1.0%	-1.8%	-23.5%	-22.0%	-40.8%	-31.3%	-6.3%	-22.8%	175.2%	20.9%	45.5%	252.8%	-45.8%	Oct '25
Ethereum	1963.61	0.8%	-4.1%	-33.1%	-30.7%	-54.7%	-28.3%	-11.0%	-33.8%	15.9%	0.2%	-47.8%	51.6%	-59.4%	Aug '25
BNB	626.19	3.1%	1.1%	-29.2%	-27.7%	-27.9%	-4.7%	23.1%	-27.5%	99.8%	88.3%	22.3%	131.1%	-52.2%	Oct '25
Solana	84.63	2.7%	0.4%	-32.7%	-36.6%	-54.9%	-51.9%	-34.2%	-32.0%	265.3%	638.1%	-50.3%	171.6%	-67.7%	Jan '25
Bitcoin ETF	38.33	0.7%	-1.7%	-24.5%	-21.7%	-40.9%	-31.6%	-6.4%	-22.8%	-	-	-	-	-46.2%	Oct '25
Grayscale Bitcoin (hi fee)	52.70	0.7%	-1.7%	-24.6%	-22.0%	-41.3%	-32.4%	-7.6%	-22.9%	378.2%	2.9%	70.2%	420.4%	-46.5%	Oct '25
Bloomberg Commodities	21.44	0.9%	2.3%	3.9%	12.2%	21.6%	15.4%	14.9%	9.8%	28.3%	61.9%	39.4%	20.9%	-4.0%	Jan '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
30 Year Treasury rate	4.72	0.4%	0.6%	-4.0%	-0.1%	-3.7%	-0.3%	1.1%	-2.4%	21.5%	120.8%	134.4%	21.7%	-7.4%	Oct '23
10yr Treasury rate	4.09	0.3%	0.7%	-4.9%	-0.5%	-4.9%	-9.2%	-9.0%	-1.8%	6.7%	203.8%	151.0%	4.7%	-18.1%	Oct '23
5yr Treasury rate	3.65	0.08%	1.1%	-5.4%	-0.6%	-4.2%	-15.9%	-15.0%	-1.9%	-9.6%	528.2%	167.4%	-11.2%	-26.4%	Oct '23
13-week T-bill	3.60	0%	0.1%	0.6%	-4.8%	-12.6%	-14.5%	-15.7%	1.4%	-23.2%	15530.4%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	66.30	-0.2%	5.4%	9.9%	12.1%	4.9%	-8.6%	-19.9%	15.5%	-13.2%	11.9%	-12.9%	-24.0%	-29.2%	Sep '23
Gold	5105.80	2.6%	1.7%	7.3%	25.9%	52.7%	73.7%	64.5%	18.0%	177.4%	187.5%	183.8%	205.7%	-4.0%	Jan '26
EUR/USD	1.18	-0.02%	-0.7%	1.3%	2.1%	1.2%	13.1%	12.9%	0.3%	10.5%	-2.5%	3.6%	21.4%	-1.9%	Jan '26
USD/JPY	155.07	0.2%	1.5%	-2.0%	-1.2%	5.3%	2.5%	-0.4%	-0.9%	15.7%	46.8%	34.7%	5.7%	-4.1%	Jul '24
S&P 500 Volatility Index	19.10	-5.6%	-7.3%	-4.9%	-27.7%	21.7%	22.0%	-13.8%	27.8%	-4.6%	-13.4%	15.1%	-43.1%	-63.5%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	51.00		0.01%	0.0%	0.6%	1.4%	2.7%	5.9%	6.1%	0.7%	20.2%	18.7%	18.1%	23.4%	New Peak	Feb '26
Interm Muni- JPMorgan	51.14		0.06%	0.2%	1.2%	1.9%	5.3%	5.2%	4.3%	1.5%	13.6%	7.3%	5.9%	17.6%	New Peak	Feb '26
Interm Bond- Janus MSB	46.22		0.12%	-0.1%	1.6%	2.6%	5.6%	9.2%	8.8%	1.6%	16.7%	4.8%	5.2%	22.4%	-0.1%	Feb '26
Interm Bond- Vanguard	78.56		0.01%	-0.1%	1.7%	1.6%	3.6%	8.7%	8.5%	1.2%	17.1%	2.1%	3.4%	21.4%	-0.1%	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	0.0%	-0.2%	1.6%	3.2%	6.9%	8.2%	0.4%	30.7%	36.3%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.33		0.09%	0.1%	1.4%	2.5%	3.8%	8.2%	8.2%	1.7%	20.8%	16.2%	15.7%	29.9%	New Peak	Feb '26
Long Bond- Vanguard	77.32		-0.09%	0.1%	2.6%	2.5%	4.8%	8.1%	7.2%	2.4%	16.4%	-7.2%	-9.5%	27.8%	-0.6%	Oct '25
Long CA Muni- PIMCO	9.53	p	EOD	0.1%	1.1%	1.3%	5.5%	3.9%	3.3%	1.2%	12.7%	3.1%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.22		0.06%	0.1%	1.3%	1.9%	6.1%	5.4%	3.4%	1.6%	12.3%	4.6%	3.6%	15.6%	New Peak	Feb '26

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Performance Range:

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.

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