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S&P 500

Return

61.6%

[

19.2%

annualized]

Dec 29 2023 - Sep 23 2026

DJIA (Large Value)

Return

36.7%

[

12.1%

annualized]

Dec 29 2023 - Sep 23 2026

Russell 2000 (Small Cap)

Return

40.0%

[

13.1%

annualized]

Dec 29 2023 - Sep 23 2026

Performance Range:

As of Sep 23 05:20 PM EDT, next update at 05:30 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	7706.03	-0.8%	2.0%	0.4%	4.6%	17.1%	15.8%	16.4%	12.6%	78.4%	73.2%	25.4%	54.7%	-1.2%	Aug '26
DJIA (Large Value)	51511.59	-0.7%	0.1%	-3.3%	-0.3%	11.5%	11.3%	13.0%	7.2%	51.7%	48.2%	15.4%	36.8%	-5.2%	Aug '26
Russell 2000 (Small Cap)	2838.66	-1.8%	-0.7%	-5.9%	-4.6%	13.8%	15.5%	11.3%	14.4%	59.8%	25.7%	24.4%	61.2%	-7.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26936.04	-1.1%	3.7%	2.9%	5.3%	22.7%	19.3%	20.4%	15.9%	103.9%	79.0%	34.3%	76.4%	-1.1%	Sep '26
Aggregate Bond	95.41	-0.9%	-0.4%	-1.7%	-2.3%	-1.7%	-1.0%	7.2%	-1.9%	12.5%	-2.8%	4.2%	3.3%	-3.7%	Feb '26
Corp Bond	103.89	0.5%	-0.5%	-1.5%	-3.5%	-2.0%	-2.6%	7.9%	-2.8%	14.5%	-6.2%	3.8%	5.3%	-4.4%	Feb '26
High Yield Bond	78.10	-0.7%	-0.4%	-1.4%	-0.7%	1.3%	2.0%	8.6%	0.8%	26.1%	17.5%	7.5%	12.1%	-1.7%	Aug '26
Preferred	29.85	-0.9%	-0.2%	-1.5%	-1.6%	0.8%	-1.8%	4.9%	-0.2%	18.1%	2.1%	3.1%	11.6%	-4.1%	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	50.28	-0.5%	0.3%	-5.7%	-0.7%	6.6%	13.6%	9.9%	12.3%	35.9%	36.7%	15.5%	39.2%	-5.9%	Aug '26
Consumer Discretionary/Cyclical	110.65	-1.5%	0.6%	-6.0%	-2.5%	0.9%	-6.2%	7.4%	-6.8%	40.9%	25.2%	-0.7%	27.0%	-10.6%	Jan '26
Financial Services	54.54	-0.5%	-2.1%	-4.8%	1.6%	11.5%	3.0%	14.9%	0.8%	69.7%	56.2%	7.2%	27.0%	-6.5%	Sep '26
Real Estate	91.45	-0.7%	-2.2%	-7.2%	-5.7%	4.3%	3.1%	3.3%	5.4%	33.0%	3.9%	5.2%	20.2%	-9.4%	Jul '26
Communication Services	112.56	-0.9%	-0.1%	1.4%	5.3%	0.4%	-3.8%	23.1%	-3.5%	77.5%	45.1%	9.5%	33.1%	-5.4%	Jan '26
Energy	62.37	1.0%	-2.0%	-1.4%	15.2%	6.0%	43.8%	7.9%	42.3%	53.5%	194.0%	42.9%	70.7%	-4.8%	Sep '26
Industrials	170.10	-0.10%	1.1%	-5.4%	-4.3%	4.9%	12.4%	19.3%	10.5%	74.2%	82.1%	25.2%	48.8%	-8.6%	Aug '26
Technology	195.34	-0.5%	6.3%	6.7%	6.2%	43.0%	40.1%	24.6%	36.2%	142.1%	158.8%	62.9%	119.1%	-1.2%	Jun '26
Consumer Staples/Defensive	82.43	-0.4%	-0.4%	-3.5%	-0.9%	2.9%	8.1%	1.5%	8.2%	27.5%	33.2%	5.8%	12.5%	-6.7%	Feb '26
Healthcare	168.80	-0.6%	1.0%	-3.0%	11.3%	17.6%	25.3%	14.5%	10.4%	36.3%	38.1%	18.8%	30.3%	-3.6%	Aug '26
Utilities	39.75	-1.9%	-3.1%	-6.4%	-11.2%	-10.0%	-4.5%	16.0%	-5.0%	37.3%	41.6%	4.0%	13.4%	-15.0%	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	160.22	-1.2%	1.7%	-0.4%	3.7%	16.2%	18.0%	22.4%	14.0%	80.5%	69.4%	32.2%	58.2%	-1.4%	Aug '26
MSCI Emerging Markets	67.71	-2.0%	3.0%	0.9%	0.8%	18.7%	29.5%	34.0%	24.4%	89.1%	48.3%	56.2%	80.9%	-4.9%	Jun '26
FTSE Europe	88.01	-1.6%	-0.4%	-4.8%	1.2%	10.4%	14.2%	35.8%	7.5%	64.7%	51.0%	32.8%	47.1%	-5.3%	Aug '26
MSCI Japan	97.05	-0.5%	0.0%	2.0%	4.6%	16.8%	24.9%	25.9%	20.8%	71.4%	50.0%	46.6%	65.6%	-1.5%	Sep '26
MSCI India	48.05	-0.5%	1.2%	-3.2%	-2.1%	0.9%	-9.4%	2.7%	-11.1%	8.8%	3.1%	-3.4%	-2.3%	-14.0%	Jun '25
MSCI China	53.17	-2.0%	1.6%	-4.5%	2.6%	-3.7%	-14.9%	31.0%	-10.9%	30.4%	-12.1%	1.8%	21.0%	-19.1%	Oct '25
International Bond	46.94	-0.7%	-0.1%	-1.2%	-2.3%	-0.8%	-0.6%	2.9%	-1.0%	11.6%	-0.6%	1.7%	1.4%	-3.0%	Feb '26
iShares Latin America	35.14	-1.9%	0.3%	1.3%	4.8%	5.1%	25.8%	52.7%	16.9%	59.2%	82.3%	55.6%	74.7%	-6.6%	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	707.60	-0.7%	2.1%	0.6%	4.9%	17.8%	17.1%	17.8%	13.5%	85.4%	85.8%	27.9%	57.2%	-1.0%	Aug '26
US Large Growth	125.39	-1.0%	4.0%	2.5%	4.8%	15.8%	7.9%	19.8%	6.3%	98.6%	96.1%	22.7%	58.8%	-2.5%	Jun '26
US Large Value	251.42	-0.5%	0.1%	-1.9%	4.7%	18.8%	26.0%	15.7%	20.8%	73.1%	73.2%	31.8%	54.4%	-2.7%	Sep '26

US MidCap Blend	79.93	-0.7%	0.5%	-3.7%	0.5%	11.6%	13.4%	17.0%	10.9%	77.9%	73.0%	23.5%	47.3%	-5.4%	Aug '26
US MidCap Growth	296.49	-0.5%	2.4%	-2.9%	-1.2%	13.3%	2.2%	10.7%	6.6%	56.2%	23.4%	9.7%	38.2%	-5.6%	Aug '26
US MidCap Value	199.97	-0.7%	-0.9%	-4.2%	1.9%	10.3%	17.5%	12.1%	13.9%	60.5%	56.6%	23.7%	44.6%	-5.2%	Aug '26

US Small Blend	289.67	-0.9%	0.2%	-5.0%	-1.5%	11.2%	14.2%	8.9%	13.1%	60.2%	38.3%	19.0%	52.1%	-6.3%	Aug '26
US Small Growth	360.39	-2.0%	-0.2%	-6.9%	-6.9%	14.1%	11.7%	12.9%	11.9%	64.7%	21.6%	22.5%	61.9%	-8.8%	Aug '26
US Small Value	213.32	-1.2%	-1.2%	-4.7%	-1.5%	14.7%	22.2%	12.4%	19.0%	66.8%	45.7%	31.2%	65.9%	-5.8%	Aug '26

Foreign Large Blend	104.80	-1.2%	-0.2%	-3.2%	2.3%	11.1%	16.4%	31.6%	10.8%	64.8%	51.5%	35.0%	51.1%	-3.7%	Aug '26
Foreign Growth	120.45	-1.2%	0.8%	-4.2%	-1.1%	9.0%	8.3%	20.7%	6.6%	45.7%	16.4%	19.2%	38.7%	-5.3%	Aug '26
Foreign Value	80.12	-1.1%	-1.3%	-2.6%	5.5%	13.2%	24.7%	42.2%	15.2%	84.3%	93.8%	51.4%	64.0%	-3.6%	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		-0.3%	0.0%	0.1%	2.3%	3.9%	2.7%	3.6%	3.0%	19.5%	29.9%	5.9%	9.6%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.68		0.00%	0.1%	0.4%	1.3%	2.6%	4.9%	5.2%	3.4%	19.4%	27.7%	8.0%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.53		-0.2%	0.1%	0.8%	2.6%	3.5%	4.6%	6.9%	2.5%	22.0%	30.6%	8.8%	12.7%	-0.2%	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.1%	0.6%	1.6%	3.3%	6.7%	8.9%	4.3%	32.2%	57.2%	11.9%	11.7%	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	59.60		-1.0%	1.9%	-0.2%	3.0%	16.2%	15.9%	17.7%	12.4%	88.3%	117.8%	26.7%	56.3%	-1.9%	Aug '26
Int’l Min Volatility- Franklin	42.14		-0.9%	-0.6%	-1.1%	4.7%	10.1%	28.6%	27.1%	17.7%	81.0%	118.3%	43.2%	57.3%	-1.7%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.09	p	EOD	1.3%	-5.9%	-8.3%	9.0%	9.4%	3.0%	7.5%	65.3%	109.0%	9.8%	39.9%	-12.1%	Jun '26
Small Value- Avantis	120.33		-1.1%	-1.9%	-4.5%	-1.4%	12.0%	21.5%	7.4%	19.1%	64.6%	74.3%	26.8%	63.7%	-6.2%	Aug '26
Mid Value- Pacer Cash Cows	67.94		-0.6%	-2.3%	-5.1%	10.5%	10.3%	20.9%	9.0%	14.1%	47.0%	68.3%	19.6%	47.4%	-5.9%	Sep '26
Growth- S&P Momentum	151.92		-0.9%	5.9%	2.3%	-1.4%	33.1%	26.0%	26.6%	28.1%	170.1%	154.1%	49.4%	86.0%	-5.9%	Jun '26
Invesco S&P Quality	84.60		-0.4%	2.2%	-1.4%	-2.5%	12.1%	16.7%	13.2%	13.6%	74.5%	80.8%	21.1%	45.1%	-5.9%	Jun '26
Rotation Factor- BlackRock	69.69		-0.7%	1.8%	1.1%	4.8%	18.9%	19.2%	20.0%	15.4%	104.9%	104.6%	32.0%	62.4%	-1.0%	Sep '26
US Min Volatility- Fidelity	71.19		-0.7%	0.1%	-1.7%	5.3%	10.8%	10.1%	11.8%	7.9%	51.3%	56.4%	15.4%	33.7%	-3.0%	Aug '26
Derivative Income- JPMorgan	56.58		-0.3%	1.2%	-1.7%	3.4%	4.3%	7.8%	8.1%	4.3%	32.6%	42.5%	8.0%	24.6%	-2.1%	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	18.18	p	EOD	0.5%	3.0%	5.2%	11.1%	14.2%	6.5%	15.0%	34.1%	47.4%	20.6%	26.0%	-0.4%	Sep '26
Multistrategy- AQR	15.58	p	EOD	0.5%	3.1%	6.3%	8.5%	14.8%	16.4%	11.2%	45.1%	86.5%	22.5%	27.7%	NewNew Peak	Sep '26
Long Short- AQR	22.67	p	EOD	1.3%	2.6%	9.1%	10.5%	16.7%	34.4%	7.1%	92.7%	208.3%	33.8%	39.2%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.93	p	EOD	0.6%	3.4%	4.9%	13.2%	22.4%	18.3%	17.6%	81.0%	95.5%	37.7%	31.5%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.82	p	EOD	0.2%	0.7%	1.7%	3.1%	6.7%	7.2%	4.2%	20.4%	42.7%	10.6%	9.8%	NewNew Peak	Sep '26
Long Short- First Trust	76.86		-0.2%	1.2%	1.2%	3.8%	10.8%	11.2%	9.1%	8.7%	50.8%	64.1%	14.7%	29.6%	-0.2%	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)	337.83	-3.8%	-1.5%	-2.0%	-2.3%	12.0%	34.6%	66.0%	8.1%	161.8%	141.5%	83.4%	134.6%	-16.0%	May '26
Meta (Communications)	744.10	1.0%	10.6%	35.4%	32.5%	23.4%	-1.2%	13.1%	13.0%	151.2%	117.1%	6.3%	46.5%	-5.4%	Aug '25
Amazon (Cyclical)	249.27	-2.2%	1.3%	-3.6%	6.5%	18.6%	12.9%	5.2%	8.0%	93.1%	45.9%	10.0%	46.1%	-12.2%	Aug '26
Tesla (Cyclical)	380.12	0.3%	6.2%	4.8%	-0.4%	-0.2%	-10.7%	11.4%	-15.5%	55.2%	51.3%	5.4%	71.3%	-22.4%	Dec '25
Procter & Gamble (Defensive)	147.39	-0.6%	0.3%	1.9%	-1.6%	3.9%	-0.5%	-12.3%	5.1%	5.2%	16.2%	-7.7%	-3.0%	-12.8%	Mar '25
PepsiCo (Defensive)	130.18	-0.8%	-3.1%	-8.3%	-7.4%	-11.9%	-4.5%	-1.8%	-6.5%	-17.2%	-0.7%	-4.3%	-1.4%	-21.3%	Feb '26
Coca-Cola (Defensive)	88.09	-0.6%	0.3%	-2.7%	10.3%	18.7%	35.6%	15.6%	28.5%	66.7%	88.7%	31.9%	34.1%	-3.7%	Aug '26
Exxon Mobil (Energy)	161.23	1.6%	-1.3%	-2.3%	16.1%	1.4%	45.6%	16.0%	36.7%	54.8%	236.6%	53.2%	67.7%	-4.8%	Sep '26
Chevron (Energy)	205.51	1.5%	-2.9%	0.1%	17.8%	1.9%	35.7%	10.1%	38.6%	40.1%	151.0%	39.0%	59.7%	-5.6%	Sep '26
JPMorgan Chase (Financial)	337.53	-0.7%	-3.3%	-4.0%	1.5%	17.5%	10.0%	37.3%	6.2%	147.4%	137.3%	24.5%	59.4%	-7.6%	Aug '26
Visa (Financial)	361.52	-0.1%	-2.5%	-2.6%	10.3%	19.2%	7.6%	11.8%	3.7%	57.3%	64.5%	2.9%	18.6%	-5.9%	Aug '26
Mastercard (Financial)	559.92	0.7%	-1.4%	-3.6%	14.9%	12.3%	-1.2%	9.0%	-1.4%	41.7%	62.9%	-0.6%	17.7%	-6.7%	Aug '26
Bank of America (Financial)	56.00	-0.4%	-3.3%	-8.8%	-2.8%	19.1%	10.6%	28.0%	3.5%	117.7%	51.8%	26.5%	65.1%	-13.2%	Aug '26
UnitedHealth (Health)	371.29	-0.4%	-1.1%	-4.2%	-8.7%	39.4%	9.6%	-33.1%	14.7%	-21.9%	-0.4%	-24.1%	-30.2%	-35.6%	Apr '25
Johnson & Johnson (Health)	269.17	-0.01%	0.7%	0.1%	13.1%	15.6%	55.9%	47.5%	32.2%	82.6%	87.7%	77.1%	86.4%	-3.3%	Sep '26
Eli Lilly (Health)	1150.99	-1.6%	1.2%	-8.3%	4.1%	26.8%	55.1%	40.2%	7.6%	113.4%	418.8%	34.2%	60.2%	-10.1%	Aug '26
Union Pacific (Industrials)	275.53	0.4%	-1.9%	-10.1%	7.0%	16.7%	23.4%	3.9%	20.9%	40.7%	52.9%	15.9%	36.7%	-10.9%	Aug '26
Honeywell (Industrials)	212.57	0.3%	2.4%	-1.5%	-8.6%	-8.3%	4.8%	-6.4%	5.3%	20.6%	8.5%	5.6%	21.1%	-17.6%	Mar '26
Nvidia (IT)	225.51	-1.5%	5.4%	5.1%	12.9%	28.7%	26.7%	38.9%	21.2%	443.6%	907.5%	62.4%	134.8%	-4.1%	May '26
Broadcom (IT)	354.99	-2.6%	4.7%	-3.5%	-6.4%	10.4%	5.5%	50.6%	3.1%	342.3%	669.0%	57.5%	130.1%	-26.0%	Jun '26
Adobe (IT)	240.69	1.0%	-3.9%	-12.6%	21.9%	-2.8%	-33.5%	-21.3%	-31.2%	-53.1%	-61.8%	-47.3%	-29.2%	-48.1%	Feb '25
Oracle (IT)	144.56	-3.1%	1.0%	-1.3%	-12.2%	-5.7%	-53.4%	18.1%	-25.1%	37.4%	72.9%	-19.0%	18.1%	-55.5%	Sep '25
salesforce.com (IT)	237.58	1.8%	-5.0%	13.8%	55.1%	22.6%	-2.0%	-20.2%	-9.7%	17.3%	-12.9%	-25.8%	-1.3%	-33.1%	Jan '25
Linde PLC (Materials)	469.72	1.0%	1.7%	-3.3%	-8.0%	-1.1%	-0.8%	3.2%	11.2%	30.9%	61.9%	4.0%	15.9%	-13.8%	Jul '26
Sherwin-Williams (Materials)	326.46	-0.6%	1.6%	-5.8%	1.3%	4.5%	-4.3%	-3.8%	1.5%	31.6%	16.1%	-5.7%	5.6%	-12.2%	Sep '25
American Tower (Real Estate)	170.78	-2.6%	-3.2%	-2.9%	-4.8%	-1.3%	-8.7%	-0.9%	-0.8%	14.1%	-30.7%	-4.4%	-11.9%	-23.7%	Jul '25
Prologis Inc. (Real Estate)	133.96	-1.4%	0.2%	-4.8%	-7.0%	4.4%	20.7%	25.1%	7.4%	29.3%	20.5%	16.7%	56.8%	-10.0%	Jul '26
NextEra Energy (Utilities)	77.02	-2.8%	-4.2%	-7.2%	-10.2%	-13.4%	9.6%	15.5%	-2.0%	24.4%	8.4%	17.5%	25.6%	-20.1%	Apr '26
Duke Energy (Utilities)	114.17	-1.8%	-3.0%	-4.7%	-7.9%	-8.8%	-4.0%	12.7%	0.0%	36.9%	40.7%	7.6%	3.7%	-13.0%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.89	p	EOD	0.8%	-0.6%	-0.3%	2.9%	3.7%	9.4%	2.3%	25.0%	10.4%	10.2%	13.1%	-1.1%	Aug '26
Moderate-60% Stock	69.15		-1.0%	0.8%	-1.0%	1.3%	8.8%	10.4%	16.4%	7.7%	50.2%	37.7%	21.2%	34.1%	-1.8%	Aug '26
Mod Agg-80% Stock	56.39	p	EOD	2.2%	0.1%	3.3%	13.3%	15.4%	19.6%	12.0%	65.9%	52.4%	28.4%	47.2%	-0.8%	Aug '26
Aggressive-90% Stock	35.12	p	EOD	2.6%	0.3%	3.8%	16.8%	20.4%	20.9%	16.0%	73.6%	56.5%	33.5%	57.5%	-0.5%	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	84316.69	-2.2%	10.7%	7.6%	34.5%	18.9%	-24.7%	-6.3%	-3.6%	217.2%	87.8%	-12.7%	10.5%	-32.4%	Oct '25
Ethereum	2671.56	-2.9%	10.6%	6.2%	60.4%	24.1%	-35.9%	-11.0%	-10.0%	67.7%	-15.3%	-1.6%	81.4%	-44.7%	Aug '25
BNB	765.81	-2.8%	5.5%	11.5%	32.6%	19.9%	-24.7%	23.1%	-11.3%	262.7%	99.5%	17.2%	38.4%	-41.6%	Oct '25
Solana	114.10	-3.7%	15.7%	21.8%	63.8%	24.8%	-46.6%	-34.2%	-8.3%	487.0%	-23.8%	-32.5%	8.1%	-56.4%	Jan '25
Bitcoin ETF	47.88	-1.9%	11.2%	9.6%	35.6%	19.6%	-24.5%	-6.4%	-3.6%	-	-	-12.4%	9.8%	-32.8%	Oct '25
Grayscale Bitcoin (hi fee)	65.31	-2.0%	11.2%	9.5%	35.1%	18.7%	-25.4%	-7.6%	-4.5%	282.5%	101.4%	-14.2%	7.8%	-33.6%	Oct '25
Bloomberg Commodities	26.45	0.4%	-0.4%	3.8%	17.5%	14.6%	44.4%	14.9%	35.4%	54.3%	73.4%	42.1%	57.3%	-1.3%	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	5.40	1.8%	1.0%	2.4%	9.3%	10.0%	14.0%	1.1%	11.6%	19.5%	180.7%	13.3%	14.5%	NewNew Peak	Sep '26
10yr Treasury rate	5.11	2.9%	2.2%	7.9%	13.8%	18.0%	24.1%	-9.0%	22.8%	15.2%	262.7%	12.8%	20.0%	NewNew Peak	Sep '26
5yr Treasury rate	5.00	3.2%	2.8%	13.0%	17.3%	26.5%	35.9%	-15.0%	34.3%	9.4%	437.9%	14.3%	27.7%	NewNew Peak	Sep '26
13-week T-bill	4.03	0.6%	1.5%	8.6%	9.2%	11.5%	4.8%	-15.7%	13.6%	-24.1%	16012.0%	-4.5%	-3.6%	-6.0%	May '25
Crude Oil	92.71	-2.0%	-9.5%	6.5%	26.6%	5.2%	46.2%	-19.9%	61.5%	3.0%	26.5%	28.3%	55.6%	-17.9%	Apr '26
Gold	4322.70	-1.2%	-1.5%	-7.6%	4.2%	-1.9%	13.3%	64.4%	-0.4%	122.2%	147.0%	47.2%	44.6%	-18.7%	Jan '26
USD/EUR	0.88	0.5%	0.7%	2.6%	-0.1%	1.5%	3.8%	-11.4%	3.2%	-	3.1%	-8.2%	-3.6%	-10.0%	Jan '25
USD/JPY	158.30	0.5%	1.5%	-0.4%	-2.0%	-0.6%	7.2%	-0.4%	1.2%	-	43.5%	4.2%	8.5%	-3.4%	Jul '26
S&P 500 Volatility Index	15.18	6.8%	-14.3%	0.3%	-22.1%	-42.0%	-8.8%	-13.8%	1.5%	-11.7%	-18.5%	-0.6%	-71.0%	-71.0%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.97		-0.10%	-0.2%	-0.6%	0.0%	1.0%	2.5%	6.1%	1.3%	17.7%	18.5%	6.7%	5.9%	-0.7%	Aug '26
Interm Muni- JPMorgan	48.13		-0.7%	-0.8%	-2.8%	-3.8%	-2.3%	-1.3%	4.3%	-2.4%	9.3%	1.8%	1.2%	3.6%	-4.2%	Jul '26
Interm Bond- Janus MSB	43.06		-1.1%	-0.6%	-2.5%	-3.2%	-2.3%	-0.9%	8.8%	-2.4%	14.4%	0.4%	5.1%	4.0%	-4.5%	Feb '26
Interm Bond- Vanguard	73.49		-0.9%	-0.5%	-2.2%	-2.8%	-2.4%	-2.1%	8.5%	-2.9%	13.5%	-2.4%	4.5%	2.9%	-4.6%	Feb '26
Multisector Bond- Intrepid	8.86	p	EOD	0.1%	-0.1%	0.9%	3.0%	4.3%	8.2%	3.0%	28.4%	33.6%	9.7%	12.6%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.01		-0.7%	0.1%	-1.5%	-1.6%	0.7%	0.3%	8.2%	-0.6%	17.7%	12.5%	5.7%	6.3%	-2.4%	Feb '26
Long Bond- Vanguard	70.54		-1.6%	-0.5%	-1.1%	-4.9%	-2.3%	-4.2%	7.2%	-3.5%	12.3%	-17.2%	2.2%	5.7%	-6.4%	Oct '25
Long CA Muni- PIMCO	9.04	p	EOD	0.1%	-2.2%	-3.3%	-1.4%	0.2%	4.4%	-1.5%	13.0%	3.0%	2.3%	5.1%	-3.9%	Jul '26
Long Muni- iShares	54.65		-0.7%	-0.8%	-3.0%	-4.2%	-2.7%	-1.3%	3.4%	-3.0%	7.3%	-0.8%	0.7%	4.6%	-4.8%	Feb '26

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