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S&P 500

Return

75.1%

[

19.2%

annualized]

Dec 30 2022 - Mar 09 2026

-3.7%

Below
Peak
Jan '26

DJIA (Large Value)

Return

42.3%

[

11.7%

annualized]

Dec 30 2022 - Mar 09 2026

-6.0%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.0%

[

11.6%

annualized]

Dec 30 2022 - Mar 09 2026

-8.0%

Below
Peak
Jan '26

Performance Range:

As of Mar 09 12:40 PM EDT, next update at 12:50 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6723.40	-0.2%	-2.3%	-3.5%	-1.7%	3.2%	16.5%	16.4%	-1.8%	71.6%	73.5%	40.2%	88.0%	-3.7%	Jan '26
DJIA (Large Value)	47164.34	-0.7%	-3.6%	-5.9%	-0.8%	3.2%	10.2%	13.0%	-1.9%	46.2%	48.2%	28.9%	61.5%	-6.0%	Feb '26
Russell 2000 (Small Cap)	2500.84	-1.0%	-5.8%	-7.0%	-1.0%	5.0%	20.5%	11.3%	0.8%	36.9%	11.4%	10.0%	48.2%	-8.0%	Jan '26
NASDAQ Comp (Tech/Growth)	22423.96	0.2%	-1.4%	-3.5%	-4.9%	2.5%	23.2%	20.4%	-3.5%	97.8%	71.5%	41.6%	115.3%	-6.4%	Oct '25
Aggregate Bond	100.28	0.2%	-0.4%	0.4%	1.2%	1.7%	5.7%	7.2%	0.7%	15.0%	1.8%	1.2%	18.2%	-0.8%	Feb '26
Corp Bond	110.53	0.3%	-0.4%	0.3%	0.8%	1.1%	6.3%	7.9%	0.6%	19.2%	2.5%	-0.6%	26.0%	-0.7%	Feb '26
High Yield Bond	79.89	0.3%	-0.5%	-0.8%	0.3%	1.3%	6.1%	8.6%	-0.4%	29.2%	21.0%	15.9%	35.7%	-1.1%	Jan '26
Preferred	31.05	-0.2%	-1.3%	-1.4%	0.9%	-0.4%	5.4%	4.9%	0.4%	17.4%	9.3%	1.6%	24.7%	-2.7%	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	49.28	-1.2%	-7.5%	-5.6%	14.1%	9.9%	14.4%	9.9%	8.7%	30.8%	41.7%	19.5%	53.4%	-8.1%	Feb '26
Consumer Discretionary/Cyclical	112.55	-1.7%	-2.5%	-4.3%	-4.4%	-4.1%	10.4%	7.4%	-5.7%	65.4%	43.8%	10.7%	66.6%	-9.6%	Jan '26
Financial Services	49.71	-1.7%	-3.1%	-7.8%	-6.4%	-6.2%	2.6%	14.9%	-9.2%	55.5%	60.2%	34.7%	73.3%	-11.9%	Jan '26
Real Estate	92.54	-1.1%	-3.5%	-0.1%	5.1%	2.8%	4.1%	3.3%	4.6%	24.9%	26.3%	-5.9%	38.0%	-3.5%	Mar '26
Communication Services	116.75	-0.6%	-1.0%	-0.1%	0.6%	1.8%	17.8%	23.1%	-0.8%	127.4%	67.5%	55.6%	153.8%	-2.8%	Jan '26
Energy	56.66	0.2%	-0.7%	5.6%	25.0%	31.6%	34.0%	7.9%	26.7%	49.8%	162.4%	128.2%	58.1%	-0.7%	Mar '26
Industrials	168.74	-0.7%	-5.7%	-2.9%	10.5%	13.2%	27.4%	19.3%	8.8%	75.1%	93.7%	71.2%	109.4%	-5.7%	Mar '26
Technology	138.23	0.7%	-0.9%	-3.6%	-6.5%	4.5%	27.3%	24.6%	-4.0%	104.4%	120.9%	62.5%	143.1%	-9.0%	Oct '25
Consumer Staples/Defensive	85.47	-0.4%	-3.7%	-2.2%	10.5%	7.5%	6.0%	1.5%	10.0%	29.7%	50.1%	23.3%	37.9%	-5.0%	Feb '26
Healthcare	152.96	0.2%	-3.5%	-2.1%	2.4%	11.3%	4.3%	14.5%	-1.2%	28.5%	46.1%	17.1%	32.4%	-4.5%	Feb '26
Utilities	46.53	-0.4%	-1.8%	7.0%	9.7%	13.5%	23.8%	16.0%	9.0%	55.9%	76.6%	48.2%	67.2%	-2.5%	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	141.36	-0.2%	-3.5%	-4.1%	0.7%	5.7%	20.3%	22.4%	-0.1%	70.4%	64.7%	42.6%	93.8%	-4.9%	Feb '26
MSCI Emerging Markets	57.50	0.3%	-6.5%	-5.0%	7.0%	13.9%	32.6%	34.0%	5.1%	62.8%	20.8%	28.9%	81.6%	-9.2%	Feb '26
FTSE Europe	83.45	-0.9%	-5.5%	-6.7%	3.2%	6.9%	17.3%	35.8%	-0.2%	55.7%	56.7%	38.2%	102.5%	-7.8%	Feb '26
MSCI Japan	84.14	-0.7%	-6.7%	-7.8%	4.8%	9.1%	25.5%	25.9%	4.2%	60.1%	39.5%	38.9%	89.2%	-10.5%	Feb '26
MSCI India	49.69	-0.6%	-2.5%	-7.0%	-6.7%	-5.7%	1.2%	2.7%	-8.1%	26.7%	24.0%	7.7%	23.7%	-15.5%	Sep '24
MSCI China	57.26	1.0%	-2.1%	-7.6%	-5.5%	-7.9%	3.6%	31.0%	-4.7%	32.9%	-24.2%	1.2%	54.9%	-13.5%	Oct '25
International Bond	48.39	-0.10%	-1.1%	-0.2%	0.4%	0.7%	4.0%	2.9%	0.3%	15.0%	1.3%	1.8%	17.8%	-1.4%	Feb '26
iShares Latin America	33.88	0.2%	-6.6%	-7.8%	12.6%	26.6%	54.7%	52.7%	11.2%	65.3%	82.1%	92.7%	72.9%	-9.2%	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	617.27	-0.2%	-2.2%	-3.3%	-1.4%	3.8%	18.0%	17.8%	-1.6%	78.8%	86.3%	48.9%	97.3%	-3.5%	Jan '26
US Large Growth	447.43	0.08%	-0.9%	-2.9%	-6.4%	-1.1%	18.6%	18.3%	-5.5%	99.6%	94.3%	49.1%	119.0%	-8.9%	Oct '25
US Large Value	216.32	-0.6%	-3.9%	-3.7%	4.2%	8.2%	16.1%	15.7%	2.8%	52.5%	60.4%	39.1%	68.8%	-4.1%	Feb '26

US MidCap Blend	294.39	-0.8%	-3.8%	-2.5%	1.5%	2.4%	13.8%	11.6%	1.4%	47.4%	45.9%	23.8%	65.1%	-4.1%	Feb '26
US MidCap Growth	270.76	-0.4%	-2.7%	-1.8%	-4.2%	-6.6%	9.0%	10.7%	-3.0%	45.5%	32.8%	10.9%	63.6%	-9.0%	Oct '25
US MidCap Value	185.35	-1.1%	-4.6%	-3.0%	5.4%	9.1%	16.5%	12.1%	4.5%	46.2%	56.1%	35.0%	63.2%	-4.7%	Feb '26

US Small Blend	263.38	-0.7%	-5.5%	-5.4%	2.0%	4.4%	17.0%	8.9%	2.1%	43.8%	33.0%	23.0%	59.5%	-5.9%	Feb '26
US Small Growth	319.09	-0.4%	-5.7%	-6.9%	-3.6%	3.0%	21.5%	12.9%	-1.2%	43.7%	8.7%	10.7%	57.2%	-9.8%	Jan '26
US Small Value	188.08	-1.2%	-5.5%	-6.4%	2.7%	8.8%	23.2%	12.4%	3.8%	40.7%	28.2%	21.2%	52.6%	-6.4%	Feb '26

Foreign Large Blend	97.62	-0.7%	-5.5%	-6.1%	4.2%	7.6%	19.8%	31.6%	1.7%	55.0%	51.5%	39.5%	93.9%	-7.6%	Feb '26
Foreign Growth	114.21	-0.6%	-5.2%	-6.0%	1.6%	3.1%	11.5%	20.7%	0.3%	36.8%	25.5%	10.8%	67.9%	-7.4%	Feb '26
Foreign Value	73.55	-0.8%	-5.9%	-6.5%	6.7%	11.6%	28.1%	42.2%	3.0%	73.9%	79.4%	72.5%	121.3%	-8.0%	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	22.81		-0.1%	0.6%	-0.9%	-2.4%	-2.6%	1.2%	3.6%	-2.1%	20.8%	26.1%	22.7%	28.4%	-2.8%	Jan '26
Ultra Short- Janus AAA CLO	50.40		0.06%	-0.1%	-0.2%	0.6%	1.6%	4.4%	5.2%	0.0%	20.6%	24.3%	23.3%	25.6%	-0.4%	Jan '26
Bank Loan- Invesco	20.42		0.3%	1.1%	-0.7%	-1.2%	0.7%	4.7%	6.9%	-1.8%	23.9%	27.3%	24.7%	31.0%	-2.0%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.2%	0.2%	1.2%	3.3%	7.7%	8.9%	0.7%	36.5%	60.0%	48.2%	41.5%	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	52.62		-0.2%	-3.1%	-4.6%	-0.6%	3.1%	19.5%	17.7%	-1.4%	80.0%	105.1%	83.9%	103.1%	-4.6%	Feb '26
Int’l Min Volatility- Franklin	39.25		-0.7%	-4.8%	-2.2%	8.5%	16.5%	27.0%	27.1%	6.6%	74.7%	113.8%	90.1%	104.1%	-5.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.10	p	EOD	-5.9%	-9.0%	-1.6%	0.0%	10.7%	3.0%	-0.7%	63.3%	96.4%	85.4%	90.6%	-9.0%	Feb '26
Small Value- Avantis	107.26		-1.3%	-5.6%	-6.9%	4.7%	8.4%	23.0%	7.4%	5.2%	45.5%	61.0%	42.3%	63.4%	-7.2%	Feb '26
Mid Value- Pacer Cash Cows	63.07		-0.7%	-2.7%	-1.2%	5.6%	11.0%	14.3%	9.0%	4.8%	43.2%	81.3%	44.9%	56.7%	-2.9%	Feb '26
Growth- S&P Momentum	118.05		-0.2%	-1.7%	-2.8%	-2.0%	0.0%	25.8%	26.6%	-1.1%	128.0%	142.9%	92.2%	136.2%	-4.7%	Oct '25
Invesco S&P Quality	77.10		-0.3%	-4.4%	-3.4%	3.9%	7.4%	14.0%	13.2%	2.7%	77.5%	92.0%	52.8%	101.4%	-4.8%	Feb '26
Rotation Factor- BlackRock	59.75		-0.3%	-2.2%	-3.6%	-1.7%	3.8%	20.5%	20.0%	-1.7%	100.4%	99.0%	66.1%	125.0%	-3.6%	Feb '26
US Min Volatility- Fidelity	67.05		-0.5%	-1.6%	-2.0%	0.7%	3.2%	9.4%	11.8%	0.4%	54.1%	68.4%	36.6%	66.7%	-2.3%	Feb '26
Derivative Income- JPMorgan	57.88		-0.4%	-2.5%	-1.4%	2.9%	5.3%	7.5%	8.1%	1.7%	38.0%	56.8%	31.7%	50.4%	-2.8%	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	16.22	p	EOD	0.6%	1.1%	2.8%	1.7%	7.0%	6.5%	2.6%	26.0%	36.2%	32.8%	32.4%	New Peak	Mar '26
Multistrategy- AQR	14.37	p	EOD	-1.4%	0.0%	4.3%	7.2%	13.7%	16.4%	2.6%	41.0%	78.2%	68.5%	50.6%	-1.6%	Feb '26
Long Short- AQR	20.60	p	EOD	-1.6%	-1.9%	0.0%	7.4%	21.9%	34.4%	-2.6%	98.1%	197.0%	151.3%	139.7%	-3.2%	Dec '25
Mkt Neutral- BlackRock	14.94	p	EOD	-0.2%	1.4%	4.0%	6.9%	17.4%	18.3%	2.5%	64.8%	68.3%	73.2%	73.8%	-0.2%	Mar '26
Multi Strategy- Variant	26.53	p	EOD	0.2%	0.6%	1.3%	3.4%	6.7%	7.2%	0.8%	22.1%	47.9%	34.8%	26.4%	New Peak	Mar '26
Long Short- First Trust	70.23		-0.01%	-1.3%	-1.9%	-1.1%	3.4%	9.3%	9.1%	-1.1%	49.2%	63.4%	42.1%	57.1%	-2.6%	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)	301.37	1.0%	-1.7%	-7.1%	-5.0%	25.8%	74.0%	66.0%	-3.7%	228.9%	197.6%	109.4%	211.2%	-12.3%	Feb '26
Meta (Communications)	637.46	-1.1%	-2.5%	-5.9%	-2.9%	-16.6%	2.2%	13.1%	-3.4%	253.3%	141.6%	89.6%	403.5%	-19.2%	Aug '25
Amazon (Cyclical)	210.13	-1.4%	0.8%	0.7%	-7.8%	-11.8%	5.5%	5.2%	-9.0%	127.8%	37.2%	23.3%	86.1%	-17.3%	Nov '25
Tesla (Cyclical)	389.89	-1.7%	-3.3%	-6.6%	-12.4%	12.4%	48.4%	11.4%	-13.3%	125.5%	73.7%	-2.5%	79.5%	-20.4%	Dec '25
Procter & Gamble (Defensive)	155.10	1.0%	-5.1%	-1.4%	11.9%	-1.4%	-9.4%	-12.3%	9.0%	22.6%	39.4%	6.0%	36.4%	-10.8%	Dec '24
PepsiCo (Defensive)	160.55	0.7%	-3.2%	-2.7%	12.0%	14.3%	8.1%	-1.8%	12.9%	3.4%	41.8%	6.2%	6.2%	-9.4%	May '23
Coca-Cola (Defensive)	77.40	0.5%	-3.5%	-0.7%	10.4%	15.7%	11.6%	15.6%	10.7%	42.5%	76.9%	47.1%	54.7%	-5.1%	Feb '26
Exxon Mobil (Energy)	151.93	0.5%	-1.5%	1.1%	29.3%	39.4%	44.2%	16.0%	27.1%	54.2%	207.0%	177.5%	73.7%	-1.7%	Feb '26
Chevron (Energy)	190.54	0.3%	0.5%	5.4%	29.6%	25.6%	27.4%	10.1%	26.2%	34.8%	114.3%	89.6%	39.5%	New Peak	Mar '26
JPMorgan Chase (Financial)	284.92	-1.6%	-4.2%	-11.5%	-4.8%	-3.4%	20.0%	37.3%	-11.2%	134.7%	113.1%	96.6%	197.4%	-14.8%	Jan '26
Visa (Financial)	313.08	-1.3%	-2.3%	-3.6%	-3.9%	-8.6%	-8.7%	11.8%	-10.5%	45.6%	47.4%	46.0%	80.4%	-15.6%	Jun '25
Mastercard (Financial)	513.03	-1.8%	-1.5%	-4.2%	-4.4%	-11.9%	-5.6%	9.0%	-10.0%	47.3%	40.2%	41.8%	84.5%	-14.1%	Aug '25
Bank of America (Financial)	47.28	-2.8%	-4.5%	-15.7%	-11.2%	-5.0%	16.8%	28.0%	-13.5%	67.4%	47.0%	14.0%	73.3%	-16.9%	Jan '26
UnitedHealth (Health)	283.02	-1.2%	-4.0%	2.7%	-12.5%	-17.6%	-41.2%	-33.1%	-14.3%	-35.7%	-12.8%	-39.7%	-40.0%	-53.4%	Nov '24
Johnson & Johnson (Health)	242.64	0.9%	-2.4%	2.2%	22.0%	38.7%	49.6%	47.5%	17.9%	75.4%	77.2%	59.9%	65.3%	-2.4%	Mar '26
Eli Lilly (Health)	999.00	0.9%	-1.9%	-4.2%	1.9%	33.5%	15.7%	40.2%	-6.9%	222.4%	409.5%	282.3%	216.6%	-9.8%	Nov '25
Union Pacific (Industrials)	250.56	-1.4%	-6.1%	-1.0%	8.8%	17.3%	2.9%	3.9%	8.9%	34.5%	32.5%	11.6%	41.5%	-6.1%	Mar '26
Honeywell (Industrials)	234.60	-0.3%	-5.4%	-1.7%	24.0%	17.5%	18.5%	-6.4%	20.8%	37.6%	32.8%	31.7%	55.2%	-5.4%	Mar '26
Nvidia (IT)	180.75	1.6%	-0.9%	-4.9%	-2.3%	5.9%	60.4%	38.9%	-3.1%	671.9%	1347.2%	501.2%	1473.7%	-12.7%	Oct '25
Broadcom (IT)	345.28	4.5%	8.3%	0.4%	-14.9%	2.9%	78.7%	50.6%	-0.2%	480.1%	765.2%	461.9%	745.7%	-16.2%	Dec '25
Adobe (IT)	281.24	-0.8%	7.8%	5.4%	-18.3%	-20.6%	-37.4%	-21.3%	-19.6%	-16.9%	-36.0%	-50.2%	-1.7%	-55.7%	Feb '24
Oracle (IT)	149.81	-2.1%	0.4%	-4.3%	-32.2%	-37.7%	-2.5%	18.1%	-22.9%	78.8%	120.9%	80.4%	144.4%	-54.2%	Sep '25
salesforce.com (IT)	198.23	-1.9%	2.7%	2.2%	-23.9%	-21.1%	-29.5%	-20.2%	-25.2%	12.3%	-5.1%	-21.5%	41.0%	-45.7%	Dec '24
Linde PLC (Materials)	481.37	-0.7%	-5.5%	5.5%	23.3%	2.0%	4.1%	3.2%	12.9%	44.7%	95.8%	50.1%	85.0%	-5.5%	Mar '26
Sherwin-Williams (Materials)	323.49	-1.9%	-9.2%	-10.1%	1.0%	-10.1%	-10.2%	-3.8%	0.1%	53.0%	43.7%	-0.8%	65.7%	-18.2%	Nov '24
American Tower (Real Estate)	186.08	-1.3%	-2.2%	7.1%	4.6%	-2.6%	-9.3%	-0.9%	6.0%	7.7%	6.3%	-26.2%	12.9%	-19.4%	Sep '24
Prologis Inc. (Real Estate)	131.92	-1.9%	-7.6%	-3.9%	4.3%	19.8%	13.9%	25.1%	3.3%	19.6%	54.3%	-9.8%	45.4%	-7.6%	Mar '26
NextEra Energy (Utilities)	91.27	0.3%	-1.6%	2.7%	15.4%	32.0%	29.0%	15.5%	14.5%	35.1%	40.3%	11.7%	38.5%	-4.0%	Feb '26
Duke Energy (Utilities)	131.20	-1.0%	-0.3%	8.7%	14.8%	10.9%	16.4%	12.7%	12.9%	56.5%	75.2%	49.6%	75.1%	-1.0%	Mar '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	15.89	p	EOD	-1.3%	-0.7%	1.3%	2.7%	8.7%	9.4%	0.8%	24.8%	12.5%	9.1%	30.7%	-1.7%	Feb '26
Moderate-60% Stock	65.35		-0.2%	-2.5%	-2.5%	1.2%	4.5%	14.7%	16.4%	0.5%	46.0%	38.3%	26.3%	60.3%	-3.4%	Feb '26
Mod Agg-80% Stock	51.20	p	EOD	-3.0%	-3.1%	1.8%	5.8%	18.7%	19.6%	0.9%	57.8%	49.8%	34.0%	76.1%	-3.9%	Feb '26
Aggressive-90% Stock	30.50	p	EOD	-3.9%	-4.1%	1.8%	6.4%	20.2%	20.9%	0.8%	58.4%	51.1%	32.5%	76.9%	-5.1%	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	68853.03	4.4%	0.1%	-1.8%	-25.7%	-38.3%	-20.6%	-6.3%	-21.3%	238.1%	25.6%	48.2%	259.4%	-44.8%	Oct '25
Ethereum	2024.77	4.6%	-0.1%	-3.7%	-39.0%	-53.0%	-5.3%	-11.0%	-31.8%	40.7%	8.4%	-46.2%	56.4%	-58.1%	Aug '25
BNB	639.89	4.5%	0.4%	0.6%	-28.8%	-27.3%	7.7%	23.1%	-25.9%	130.8%	118.0%	24.9%	136.1%	-51.2%	Oct '25
Solana	85.11	4.3%	-1.8%	-1.8%	-38.3%	-60.8%	-38.9%	-34.2%	-31.6%	391.7%	473.3%	-50.0%	173.1%	-67.5%	Jan '25
Bitcoin ETF	39.15	1.4%	-0.1%	-2.4%	-25.9%	-38.1%	-20.8%	-6.4%	-21.1%	-	-	-	-	-45.1%	Oct '25
Grayscale Bitcoin (hi fee)	53.80	1.4%	-0.2%	-2.5%	-26.1%	-38.5%	-21.8%	-7.6%	-21.3%	404.7%	21.2%	73.8%	431.3%	-45.3%	Oct '25
Bloomberg Commodities	23.80	1.3%	7.0%	12.2%	22.1%	31.1%	31.7%	14.9%	21.9%	45.6%	79.7%	54.7%	34.2%	New Peak	Mar '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	4.74	-0.3%	0.9%	-2.2%	-1.4%	0.5%	2.7%	1.1%	-2.1%	22.4%	109.8%	135.1%	22.0%	-7.1%	Oct '23
10yr Treasury rate	4.13	-0.10%	2.0%	-1.6%	-1.4%	1.4%	-4.4%	-9.0%	-0.8%	5.2%	167.1%	153.6%	5.8%	-17.2%	Oct '23
5yr Treasury rate	3.72	0.2%	2.8%	-0.5%	-1.5%	3.4%	-9.0%	-15.0%	0.1%	-11.8%	353.6%	172.8%	-9.4%	-24.9%	Oct '23
13-week T-bill	3.59	0.5%	-0.1%	-0.1%	-1.2%	-9.0%	-14.5%	-15.7%	1.2%	-26.0%	10151.4%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	94.97	4.5%	33.3%	47.6%	63.0%	51.6%	41.7%	-19.9%	65.4%	25.4%	48.4%	24.8%	8.8%	New Peak	Mar '26
Gold	5113.90	-0.6%	-3.4%	1.2%	21.6%	40.4%	76.1%	64.5%	18.2%	179.6%	197.9%	184.2%	206.2%	-3.8%	Jan '26
USD/EUR	0.86	0.08%	1.4%	2.0%	0.4%	0.9%	-7.0%	-11.4%	1.3%	-9.0%	2.2%	-1.9%	-16.3%	-11.7%	Jan '25
USD/JPY	158.05	0.3%	0.9%	0.5%	1.4%	7.2%	6.7%	-0.4%	1.0%	15.2%	45.1%	37.3%	7.7%	-2.2%	Jul '24
S&P 500 Volatility Index	27.20	-7.8%	26.9%	56.7%	60.7%	80.9%	16.4%	-13.8%	81.9%	20.3%	13.2%	63.9%	-19.0%	-48.0%	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	50.99		-0.01%	-0.1%	0.2%	1.2%	2.1%	5.4%	6.1%	0.7%	20.2%	19.0%	18.1%	23.3%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.74		0%	-0.5%	0.0%	1.2%	2.8%	4.1%	4.3%	0.8%	12.7%	7.5%	5.1%	16.7%	-0.8%	Feb '26
Interm Bond- Janus MSB	45.85		0.03%	-0.6%	0.4%	1.6%	2.6%	6.9%	8.8%	0.8%	17.1%	4.0%	4.3%	21.3%	-1.0%	Feb '26
Interm Bond- Vanguard	78.02		0.12%	-0.5%	0.5%	1.0%	1.4%	6.6%	8.5%	0.5%	17.2%	3.2%	2.6%	20.5%	-1.0%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.2%	-0.8%	0.5%	1.4%	6.0%	8.2%	-0.2%	28.7%	35.5%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.26		-0.2%	-1.5%	-1.3%	0.1%	0.7%	5.6%	8.2%	-0.5%	18.4%	15.1%	13.2%	27.1%	-2.0%	Feb '26
Long Bond- Vanguard	76.25		0.5%	-0.5%	0.5%	0.7%	0.6%	5.6%	7.2%	0.9%	16.6%	-5.3%	-10.8%	26.0%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.48	p	EOD	-0.6%	-0.1%	1.1%	2.9%	3.0%	3.3%	0.6%	12.3%	3.6%	0.8%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.73		0.00%	-0.6%	-0.2%	1.2%	3.4%	4.3%	3.4%	0.7%	11.1%	4.4%	2.7%	14.6%	-0.9%	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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