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S&P 500

Return

80.6%

[

21.0%

annualized]

Dec 30 2022 - Feb 06 2026

-0.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

51.2%

[

14.3%

annualized]

Dec 30 2022 - Feb 06 2026

New Peak

Russell 2000 (Small Cap)

Return

51.6%

[

14.4%

annualized]

Dec 30 2022 - Feb 06 2026

-1.8%

Below
Peak
Jan '26

Performance Range:

As of Feb 06 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6932.30	2.0%	-0.1%	0.2%	3.0%	9.3%	15.0%	16.4%	1.3%	66.5%	78.4%	44.5%	93.8%	-0.7%	Jan '26
DJIA (Large Value)	50115.67	2.5%	2.5%	2.3%	6.7%	14.0%	13.1%	13.0%	4.3%	46.7%	60.9%	37.0%	71.6%	New Peak	Feb '26
Russell 2000 (Small Cap)	2670.34	3.6%	2.2%	3.7%	9.8%	20.6%	17.1%	11.3%	7.6%	35.4%	19.6%	17.5%	58.2%	-1.8%	Jan '26
NASDAQ Comp (Tech/Growth)	23031.21	2.2%	-1.8%	-2.3%	0.1%	8.4%	18.0%	20.4%	-0.9%	90.1%	66.2%	45.5%	121.1%	-3.9%	Oct '25
Aggregate Bond	100.13	0.06%	0.0%	0.0%	0.6%	2.7%	6.5%	7.2%	0.3%	12.3%	-0.6%	0.7%	17.6%	-0.2%	Jan '26
Corp Bond	110.56	0.05%	0.0%	0.0%	0.6%	2.6%	7.2%	7.9%	0.3%	14.8%	-1.6%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	80.81	0.3%	-0.4%	-0.1%	1.5%	3.2%	7.4%	8.6%	0.2%	26.1%	20.3%	16.7%	36.6%	-0.5%	Jan '26
Preferred	31.47	1.0%	-0.7%	0.2%	2.3%	3.8%	5.6%	4.9%	1.6%	14.5%	10.2%	2.9%	26.3%	-1.5%	Jan '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	51.51	2.0%	4.5%	10.3%	20.7%	18.3%	19.0%	9.9%	13.6%	30.6%	54.7%	24.9%	60.4%	-0.7%	Feb '26
Consumer Discretionary/Cyclical	117.99	0.4%	-2.6%	-2.4%	0.2%	6.0%	5.5%	7.4%	-1.2%	59.8%	42.6%	16.1%	74.6%	-5.2%	Jan '26
Financial Services	54.26	1.8%	1.5%	-2.4%	3.2%	6.3%	6.2%	14.9%	-0.9%	53.9%	91.5%	47.0%	89.1%	-3.8%	Jan '26
Real Estate	92.25	1.6%	1.6%	4.2%	3.2%	4.7%	4.7%	3.3%	4.2%	14.2%	26.0%	-6.2%	37.6%	-1.8%	Nov '24
Communication Services	115.76	-0.4%	-3.6%	-1.1%	3.6%	8.6%	14.0%	23.1%	-1.7%	104.1%	70.3%	54.3%	151.6%	-3.6%	Jan '26
Energy	53.25	2.0%	4.3%	18.0%	19.9%	28.4%	24.3%	7.9%	19.1%	33.4%	201.9%	114.5%	48.6%	New Peak	Feb '26
Industrials	173.18	2.9%	4.7%	8.9%	13.3%	15.8%	27.8%	19.3%	11.6%	76.2%	110.0%	75.7%	114.9%	New Peak	Feb '26
Technology	141.13	4.1%	-1.9%	-3.7%	-1.9%	7.5%	22.0%	24.6%	-2.0%	100.9%	116.9%	65.9%	148.2%	-7.1%	Oct '25
Consumer Staples/Defensive	87.94	1.2%	5.3%	14.8%	15.6%	8.5%	13.9%	1.5%	13.2%	30.3%	52.4%	26.8%	41.9%	New Peak	Feb '26
Healthcare	157.71	1.9%	1.9%	-1.2%	8.4%	23.3%	9.6%	14.5%	1.9%	24.8%	47.6%	20.7%	36.5%	-1.2%	Jan '26
Utilities	43.35	0.6%	0.2%	3.5%	-2.6%	1.6%	14.1%	16.0%	1.5%	38.8%	58.7%	38.1%	55.8%	-6.0%	Oct '25

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	146.28	2.1%	0.5%	1.7%	5.8%	12.6%	22.6%	22.4%	3.4%	67.6%	69.1%	47.6%	100.6%	-0.5%	Jan '26
MSCI Emerging Markets	60.07	2.6%	1.6%	5.7%	11.7%	23.2%	42.4%	34.0%	9.8%	60.0%	20.1%	34.7%	89.7%	-1.1%	Jan '26
FTSE Europe	88.49	2.0%	1.1%	3.9%	11.7%	15.7%	34.7%	35.8%	5.8%	60.8%	69.0%	46.5%	114.7%	-0.5%	Jan '26
MSCI Japan	89.40	3.8%	4.3%	7.8%	11.4%	21.1%	36.6%	25.9%	10.7%	67.5%	45.8%	47.6%	101.0%	New Peak	Feb '26
MSCI India	53.28	0.6%	3.0%	-1.7%	-0.9%	1.4%	5.5%	2.7%	-1.4%	34.6%	35.8%	15.4%	32.6%	-9.3%	Sep '24
MSCI China	61.67	2.6%	-1.2%	-0.3%	-1.9%	7.3%	26.8%	31.0%	2.7%	28.1%	-25.3%	9.0%	66.8%	-6.8%	Oct '25
International Bond	48.55	0.02%	0.0%	0.0%	0.0%	1.0%	2.6%	2.9%	0.5%	13.8%	0.1%	1.9%	18.0%	-0.3%	Oct '25
iShares Latin America	36.04	2.3%	1.9%	14.6%	22.1%	42.4%	61.7%	52.7%	18.4%	76.3%	79.1%	105.0%	83.9%	-1.8%	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	635.24	1.9%	-0.2%	0.2%	3.3%	9.9%	16.4%	17.8%	1.3%	73.5%	91.4%	53.2%	103.0%	-0.7%	Jan '26
US Large Growth	456.84	2.4%	-2.0%	-4.2%	-3.0%	3.5%	12.4%	18.3%	-3.5%	93.1%	87.4%	52.3%	123.6%	-7.0%	Oct '25
US Large Value	224.57	1.7%	2.1%	4.8%	10.4%	16.4%	18.3%	15.7%	6.8%	48.2%	74.4%	44.4%	75.2%	New Peak	Feb '26

US MidCap Blend	301.15	2.5%	1.7%	1.8%	4.6%	6.7%	10.7%	11.6%	3.8%	41.3%	49.1%	26.6%	68.9%	New Peak	Jan '26
US MidCap Growth	273.96	2.9%	-1.1%	-4.2%	-3.9%	-4.5%	0.5%	10.7%	-1.9%	39.0%	26.8%	12.2%	65.6%	-7.9%	Oct '25
US MidCap Value	191.10	2.1%	3.4%	6.1%	10.7%	15.3%	18.6%	12.1%	7.7%	40.5%	70.7%	39.2%	68.3%	New Peak	Feb '26

US Small Blend	277.35	3.1%	2.8%	3.7%	9.8%	16.2%	13.5%	8.9%	7.5%	40.9%	40.7%	29.5%	68.0%	-0.1%	Jan '26
US Small Growth	339.48	4.2%	0.9%	0.8%	6.0%	17.0%	15.3%	12.9%	5.1%	43.8%	7.3%	17.8%	67.3%	-4.0%	Jan '26
US Small Value	200.31	2.8%	3.3%	6.9%	14.6%	25.9%	22.1%	12.4%	10.5%	37.1%	49.0%	29.1%	62.6%	New Peak	Feb '26

Foreign Large Blend	102.61	2.3%	1.9%	4.8%	10.8%	16.3%	33.5%	31.6%	6.9%	58.6%	60.6%	46.6%	103.8%	New Peak	Feb '26
Foreign Growth	119.49	2.6%	0.5%	1.4%	6.2%	10.5%	20.8%	20.7%	4.9%	37.9%	27.4%	16.0%	75.7%	-1.8%	Jan '26
Foreign Value	77.84	2.1%	3.3%	8.3%	15.3%	22.1%	46.4%	42.2%	9.0%	80.8%	98.7%	82.6%	134.2%	New Peak	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	23.11	0.2%	-1.1%	-1.6%	-1.4%	-1.1%	1.6%	3.6%	-1.3%	21.2%	27.7%	23.7%	29.3%	-2.1%	Jan '26
Ultra Short- Janus AAA CLO	50.66	0.06%	0.0%	0.1%	1.0%	2.3%	4.5%	5.2%	0.2%	20.9%	24.7%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.68	0.4%	-0.3%	-1.2%	0.4%	2.0%	5.4%	6.9%	-1.0%	24.2%	27.4%	25.6%	31.9%	-1.3%	Jan '26
Interval CEF- Cliffwater	10.48	0%	0.0%	0.3%	1.7%	3.7%	8.1%	8.9%	0.4%	36.9%	60.8%	47.8%	41.1%	-0.1%	Jan '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	54.74	1.9%	0.1%	1.2%	5.3%	10.0%	17.1%	17.7%	2.6%	78.4%	128.6%	91.3%	111.3%	-0.6%	Jan '26
Int’l Min Volatility- Franklin	39.98	1.3%	4.1%	8.0%	13.6%	22.2%	33.8%	27.1%	8.6%	79.2%	127.6%	93.6%	107.9%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	26.21	4.2%	3.9%	4.3%	10.0%	16.5%	8.1%	3.0%	8.0%	80.9%	126.3%	101.6%	107.2%	-0.2%	Jan '26
Small Value- Avantis	115.19	2.9%	5.4%	9.5%	18.3%	25.9%	20.6%	7.4%	13.0%	44.8%	94.3%	52.9%	75.4%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	64.02	1.9%	2.8%	4.6%	11.8%	17.7%	14.5%	9.0%	6.4%	36.3%	94.9%	47.0%	59.1%	New Peak	Feb '26
Growth- S&P Momentum	119.84	3.3%	0.0%	-0.3%	1.3%	3.4%	18.4%	26.6%	0.4%	122.6%	131.6%	95.1%	139.8%	-3.3%	Oct '25
Invesco S&P Quality	79.86	2.5%	3.2%	4.5%	9.1%	12.6%	15.5%	13.2%	6.4%	75.8%	97.5%	58.3%	108.6%	New Peak	Feb '26
Rotation Factor- BlackRock	61.57	2.2%	0.1%	0.4%	3.2%	10.3%	17.9%	20.0%	1.2%	93.7%	105.1%	71.1%	131.9%	-0.6%	Feb '26
US Min Volatility- Fidelity	68.48	0.8%	0.6%	2.1%	4.8%	8.8%	11.9%	11.8%	2.6%	49.6%	70.1%	39.5%	70.2%	-0.2%	Feb '26
Derivative Income- JPMorgan	59.11	1.5%	0.9%	2.3%	6.2%	9.3%	8.6%	8.1%	3.3%	36.1%	60.3%	33.7%	52.7%	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	15.98	0.2%	0.4%	1.0%	1.8%	1.3%	5.4%	6.5%	1.1%	27.3%	32.8%	30.9%	30.4%	-0.6%	Aug '25
Multistrategy- AQR	14.34	0.6%	0.4%	1.3%	3.5%	9.2%	14.2%	16.4%	2.4%	46.0%	80.1%	68.1%	50.2%	-0.3%	Jan '26
Long Short- AQR	20.98	0.4%	0.3%	-1.2%	5.8%	13.2%	25.4%	34.4%	-0.9%	108.8%	221.3%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	14.68	0.4%	-0.3%	-0.8%	5.8%	10.3%	15.6%	18.3%	0.7%	60.9%	69.6%	70.2%	70.8%	-1.2%	Feb '26
Multi Strategy- Variant	26.35	0.04%	0.2%	0.1%	1.2%	3.2%	6.4%	7.2%	0.1%	22.0%	48.1%	33.9%	25.6%	New Peak	Feb '26
Long Short- First Trust	71.50	1.2%	-0.3%	0.4%	1.1%	8.4%	7.1%	9.1%	0.7%	48.0%	63.6%	44.7%	59.9%	-0.8%	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)	322.86	-2.5%	-4.5%	0.3%	15.9%	64.5%	74.9%	66.0%	3.2%	202.2%	211.5%	124.4%	233.4%	-6.1%	Feb '26
Meta (Communications)	661.46	-1.3%	-7.7%	2.0%	6.5%	-13.0%	-7.1%	13.1%	0.2%	247.6%	148.4%	96.8%	422.4%	-16.1%	Aug '25
Amazon (Cyclical)	210.32	-5.6%	-12.1%	-12.9%	-13.9%	-5.7%	-8.2%	5.2%	-8.9%	106.0%	25.5%	23.4%	86.3%	-17.2%	Nov '25
Tesla (Cyclical)	411.11	3.5%	-4.5%	-4.7%	-4.3%	27.6%	13.7%	11.4%	-8.6%	108.9%	44.7%	2.8%	89.2%	-16.1%	Dec '25
Procter & Gamble (Defensive)	159.17	0.4%	4.9%	15.3%	8.3%	4.4%	-3.3%	-12.3%	11.1%	21.9%	38.4%	8.0%	39.0%	-9.1%	Dec '24
PepsiCo (Defensive)	170.49	1.8%	11.0%	24.4%	20.4%	20.8%	22.6%	-1.8%	18.8%	9.7%	41.1%	11.7%	11.8%	-4.7%	May '23
Coca-Cola (Defensive)	79.03	0.7%	5.6%	17.0%	12.8%	13.9%	27.4%	15.6%	13.0%	44.0%	85.0%	50.2%	58.0%	New Peak	Feb '26
Exxon Mobil (Energy)	149.05	2.0%	5.4%	25.8%	28.3%	43.2%	41.9%	16.0%	23.9%	43.8%	265.1%	170.4%	69.2%	New Peak	Feb '26
Chevron (Energy)	180.86	0.9%	2.2%	16.5%	18.0%	20.7%	24.0%	10.1%	18.7%	17.8%	150.6%	78.2%	31.1%	-0.2%	Feb '26
JPMorgan Chase (Financial)	322.40	3.9%	5.4%	-1.4%	3.1%	13.4%	19.3%	37.3%	0.5%	141.0%	165.3%	122.5%	236.6%	-3.6%	Jan '26
Visa (Financial)	331.58	0.7%	3.0%	-6.8%	-1.1%	0.2%	-4.0%	11.8%	-5.5%	46.6%	64.7%	54.3%	90.7%	-10.8%	Jun '25
Mastercard (Financial)	548.74	-0.6%	1.8%	-5.2%	-0.4%	-1.9%	-1.9%	9.0%	-3.7%	48.9%	66.7%	51.7%	97.4%	-8.1%	Aug '25
Bank of America (Financial)	56.53	2.9%	6.3%	1.6%	6.8%	27.2%	22.0%	28.0%	2.8%	66.3%	97.1%	35.5%	106.0%	-1.3%	Jan '26
UnitedHealth (Health)	276.65	3.0%	-3.6%	-19.0%	-14.1%	14.5%	-46.2%	-33.1%	-16.2%	-38.7%	-7.5%	-41.1%	-41.4%	-54.5%	Nov '24
Johnson & Johnson (Health)	239.99	0.9%	5.6%	15.7%	29.4%	41.8%	61.5%	47.5%	16.0%	60.9%	68.2%	57.3%	62.6%	New Peak	Feb '26
Eli Lilly (Health)	1058.18	3.7%	2.0%	-4.5%	14.6%	65.7%	21.4%	40.2%	-1.5%	219.0%	452.6%	304.2%	234.8%	-4.7%	Nov '25
Union Pacific (Industrials)	252.62	0.5%	7.5%	12.5%	14.7%	14.8%	6.8%	3.9%	9.2%	29.7%	38.4%	11.9%	41.9%	New Peak	Feb '26
Honeywell (Industrials)	238.38	1.9%	4.8%	19.5%	23.6%	18.1%	25.8%	-6.4%	22.2%	31.3%	38.0%	33.2%	56.9%	New Peak	Feb '26
Nvidia (IT)	185.41	7.9%	-3.0%	-2.0%	-1.5%	2.6%	42.8%	38.9%	-0.6%	737.0%	1268.0%	516.7%	1514.3%	-10.4%	Oct '25
Broadcom (IT)	332.92	7.2%	0.5%	-3.1%	-4.5%	10.0%	49.4%	50.6%	-3.8%	466.7%	694.1%	441.8%	715.4%	-19.2%	Dec '25
Adobe (IT)	268.38	-0.4%	-8.5%	-20.6%	-17.9%	-20.7%	-38.0%	-21.3%	-23.3%	-30.1%	-45.5%	-52.4%	-6.2%	-57.7%	Feb '24
Oracle (IT)	142.82	4.6%	-13.2%	-25.7%	-40.1%	-42.5%	-17.3%	18.1%	-26.5%	68.7%	140.5%	72.0%	133.0%	-56.3%	Sep '25
salesforce.com (IT)	191.35	0.7%	-9.9%	-28.1%	-20.1%	-20.3%	-40.9%	-20.2%	-27.8%	13.1%	-18.9%	-24.2%	36.1%	-47.6%	Dec '24
Linde PLC (Materials)	448.24	-2.5%	-1.9%	3.2%	7.0%	-3.9%	-0.2%	3.2%	5.1%	38.3%	86.6%	39.8%	72.2%	-7.0%	Sep '25
Sherwin-Williams (Materials)	361.98	0.3%	2.1%	9.2%	6.7%	3.9%	1.3%	-3.8%	11.7%	56.0%	58.4%	10.7%	85.0%	-8.6%	Nov '24
American Tower (Real Estate)	171.27	-0.13%	-4.5%	1.1%	-2.8%	-16.9%	-6.1%	-0.9%	-2.4%	-13.6%	-14.9%	-32.1%	3.9%	-25.8%	Sep '24
Prologis Inc. (Real Estate)	136.95	0.6%	4.9%	7.9%	9.9%	31.0%	20.9%	25.1%	7.3%	15.6%	47.6%	-6.3%	50.9%	New Peak	Feb '26
NextEra Energy (Utilities)	89.47	0.3%	1.8%	14.2%	7.3%	25.1%	35.1%	15.5%	11.4%	28.3%	21.6%	8.8%	34.9%	-0.6%	Feb '26
Duke Energy (Utilities)	121.86	-1.3%	0.4%	4.9%	-0.6%	-1.5%	9.8%	12.7%	4.0%	36.1%	56.5%	37.8%	61.3%	-4.7%	Oct '25

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	15.96	0.4%	0.3%	0.6%	1.9%	4.7%	9.2%	9.4%	1.2%	22.6%	11.3%	9.6%	31.3%	New Peak	Feb '26
Moderate-60% Stock	66.73	1.3%	0.6%	1.5%	4.4%	9.3%	17.0%	16.4%	2.6%	43.8%	40.4%	28.9%	63.7%	New Peak	Jan '26
Mod Agg-80% Stock	52.43	1.7%	0.6%	1.8%	5.6%	11.3%	20.2%	19.6%	3.4%	54.6%	52.2%	37.3%	80.3%	-0.3%	Jan '26
Aggressive-90% Stock	31.52	2.0%	0.5%	2.3%	6.6%	12.9%	22.1%	20.9%	4.1%	56.0%	54.4%	36.9%	82.8%	-0.4%	Jan '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	70635.66	12.7%	-16.0%	-22.6%	-31.7%	-39.9%	-26.8%	-6.3%	-19.3%	203.6%	85.2%	52.0%	268.7%	-43.4%	Oct '25
Ethereum	2080.38	14.2%	-23.0%	-34.3%	-39.4%	-46.9%	-20.7%	-11.0%	-29.9%	24.4%	21.0%	-44.7%	60.7%	-56.9%	Aug '25
BNB	655.58	8.1%	-23.5%	-27.1%	-33.8%	-16.8%	13.4%	23.1%	-24.1%	96.7%	866.3%	28.0%	141.9%	-50.0%	Oct '25
Solana	87.47	11.9%	-25.5%	-35.8%	-45.9%	-50.2%	-54.5%	-34.2%	-29.7%	266.6%	1209.1%	-48.6%	180.7%	-66.6%	Jan '25
Bitcoin ETF	39.68	9.9%	-16.4%	-23.0%	-32.6%	-40.6%	-27.2%	-6.4%	-20.1%	-	-	-	-	-44.3%	Oct '25
Grayscale Bitcoin (hi fee)	54.63	10.0%	-16.4%	-23.1%	-32.8%	-40.9%	-28.0%	-7.6%	-20.1%	397.7%	59.6%	76.5%	439.5%	-44.5%	Oct '25
Bloomberg Commodities	21.08	0.7%	-2.9%	5.8%	10.6%	18.9%	17.2%	14.9%	7.9%	24.3%	64.0%	37.0%	18.8%	-5.6%	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	4.86	-0.1%	-0.3%	0.8%	3.3%	0.8%	3.5%	1.1%	0.3%	31.0%	145.9%	140.8%	25.0%	-4.9%	Oct '23
10yr Treasury rate	4.21	-0.10%	-0.8%	1.6%	2.8%	-0.9%	-6.3%	-9.0%	1.0%	14.5%	259.5%	158.4%	7.8%	-15.7%	Oct '23
5yr Treasury rate	3.76	0.1%	-1.1%	1.7%	2.0%	-0.9%	-13.4%	-15.0%	0.9%	-2.3%	704.1%	175.1%	-8.7%	-24.3%	Oct '23
13-week T-bill	3.59	0.3%	0.5%	2.1%	-4.4%	-13.2%	-15.1%	-15.7%	1.2%	-21.4%	15508.7%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	63.50	0.3%	-2.6%	13.4%	6.3%	-0.6%	-10.6%	-19.9%	10.6%	-17.7%	11.7%	-16.5%	-27.2%	-32.2%	Sep '23
Gold	4988.60	2.6%	5.8%	12.1%	24.7%	46.7%	74.0%	64.5%	15.3%	166.5%	175.5%	177.2%	198.7%	-6.2%	Jan '26
EUR/USD	1.18	-0.2%	-1.6%	0.8%	2.0%	0.9%	13.4%	12.9%	0.3%	9.8%	-1.6%	3.6%	21.3%	-2.0%	Jan '26
USD/JPY	156.78	-0.08%	2.4%	0.1%	2.5%	6.8%	3.7%	-0.4%	0.2%	18.2%	48.5%	36.2%	6.8%	-3.0%	Jul '24
S&P 500 Volatility Index	20.37	-6.4%	16.8%	32.4%	6.8%	22.9%	23.2%	-13.8%	36.3%	9.2%	-2.4%	22.7%	-39.3%	-61.1%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	51.05	-0.06%	0.1%	0.4%	1.2%	2.6%	6.0%	6.1%	0.5%	19.8%	18.5%	17.8%	23.0%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.83	-0.08%	0.0%	0.2%	1.0%	4.5%	4.2%	4.3%	0.7%	10.8%	5.7%	5.0%	16.6%	-0.1%	Feb '26
Interm Bond- Janus MSB	45.85	0.11%	0.2%	0.1%	1.1%	4.1%	8.1%	8.8%	0.4%	14.1%	3.1%	3.9%	20.8%	-0.3%	Jan '26
Interm Bond- Vanguard	77.88	-0.03%	0.0%	-0.3%	0.5%	2.4%	7.6%	8.5%	0.0%	14.3%	-0.1%	2.1%	19.9%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.01	0%	0.0%	0.3%	1.7%	3.7%	7.7%	8.2%	0.5%	30.4%	38.1%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	49.03	0.08%	-0.2%	0.2%	1.2%	2.9%	7.3%	8.2%	0.7%	18.9%	14.7%	14.5%	28.7%	-0.3%	Jan '26
Long Bond- Vanguard	76.27	0.09%	0.1%	0.0%	0.2%	2.7%	6.2%	7.2%	0.6%	10.7%	-10.5%	-11.1%	25.5%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.49	0%	0.3%	0.3%	0.7%	4.8%	3.2%	3.3%	0.7%	10.3%	2.0%	0.9%	16.0%	New Peak	Feb '26
Long Muni- iShares	57.93	0.02%	0.1%	0.4%	1.4%	5.4%	4.6%	3.4%	0.8%	9.5%	3.0%	2.8%	14.7%	New Peak	Feb '26

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