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S&P 500

Return

79.1%

[

20.1%

annualized]

Dec 30 2022 - Mar 04 2026

-1.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.2%

[

12.9%

annualized]

Dec 30 2022 - Mar 04 2026

-2.8%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

49.9%

[

13.6%

annualized]

Dec 30 2022 - Mar 04 2026

-2.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 04 03:40 PM EDT, next update at 03:50 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	6876.04	0.9%	-1.0%	-0.1%	0.3%	5.8%	19.0%	16.4%	0.4%	70.0%	82.5%	43.4%	92.2%	-1.5%	Jan '26
DJIA (Large Value)	48791.65	0.6%	-1.4%	-1.4%	2.0%	6.9%	14.7%	13.0%	1.5%	46.1%	57.8%	33.4%	67.0%	-2.8%	Feb '26
Russell 2000 (Small Cap)	2639.73	1.2%	-0.9%	0.6%	4.3%	10.9%	26.9%	11.3%	6.4%	36.9%	23.0%	16.2%	56.4%	-2.9%	Jan '26
NASDAQ Comp (Tech/Growth)	22831.27	1.4%	-1.4%	-0.3%	-2.9%	5.2%	24.9%	20.4%	-1.8%	95.3%	79.4%	44.2%	119.2%	-4.7%	Oct '25
Aggregate Bond	100.50	-0.06%	-0.5%	0.9%	1.0%	2.5%	5.3%	7.2%	1.0%	15.2%	1.9%	1.4%	18.5%	-0.9%	Feb '26
Corp Bond	110.90	0.03%	-0.7%	0.9%	0.7%	2.3%	5.9%	7.9%	1.0%	18.6%	2.6%	-0.2%	26.5%	-0.7%	Feb '26
High Yield Bond	80.37	0.3%	-0.7%	-0.3%	0.5%	1.9%	6.5%	8.6%	0.2%	27.7%	21.4%	16.6%	36.5%	-0.8%	Feb '26
Preferred	31.42	0.4%	-0.9%	-0.1%	2.8%	2.2%	6.2%	4.9%	2.0%	16.4%	12.6%	3.3%	26.8%	-1.3%	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	52.01	0.13%	-2.0%	0.2%	18.2%	15.0%	23.6%	9.9%	14.7%	30.3%	56.0%	26.1%	61.9%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	116.50	1.9%	-0.5%	-3.0%	-2.0%	-0.5%	12.8%	7.4%	-2.4%	63.3%	55.6%	14.6%	72.4%	-6.4%	Jan '26
Financial Services	51.55	0.7%	-0.6%	-4.5%	-3.6%	-4.0%	4.7%	14.9%	-5.9%	50.3%	69.9%	39.7%	79.7%	-8.6%	Jan '26
Real Estate	95.53	0.11%	0.7%	5.0%	7.1%	6.4%	6.5%	3.3%	8.0%	23.9%	33.8%	-2.9%	42.5%	-0.4%	Mar '26
Communication Services	118.83	0.7%	2.0%	1.7%	3.0%	4.9%	20.1%	23.1%	0.9%	124.1%	74.1%	58.4%	158.3%	-1.0%	Jan '26
Energy	56.22	-0.5%	2.5%	6.4%	22.9%	28.4%	33.6%	7.9%	25.7%	42.6%	165.8%	126.4%	56.9%	-1.4%	Mar '26
Industrials	176.10	0.4%	0.3%	4.0%	14.0%	17.1%	35.5%	19.3%	13.5%	77.8%	108.2%	78.7%	118.5%	-1.6%	Mar '26
Technology	139.99	1.8%	-2.1%	1.4%	-3.7%	6.9%	28.9%	24.6%	-2.8%	104.1%	130.0%	64.6%	146.2%	-7.8%	Oct '25
Consumer Staples/Defensive	87.43	-0.3%	-1.8%	0.5%	12.4%	10.1%	9.4%	1.5%	12.6%	30.7%	57.4%	26.1%	41.1%	-2.9%	Feb '26
Healthcare	157.43	0.4%	-0.3%	0.9%	2.7%	15.6%	8.1%	14.5%	1.7%	28.1%	53.9%	20.5%	36.3%	-1.7%	Feb '26
Utilities	47.31	0.5%	-0.1%	9.8%	9.0%	14.6%	24.7%	16.0%	10.8%	56.6%	87.5%	50.7%	70.0%	-0.9%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	145.14	1.0%	-2.4%	0.1%	3.1%	9.3%	24.3%	22.4%	2.6%	69.7%	72.9%	46.5%	99.0%	-2.4%	Feb '26
MSCI Emerging Markets	59.23	1.4%	-6.4%	0.7%	10.6%	20.5%	40.4%	34.0%	8.3%	61.4%	25.1%	32.8%	87.0%	-6.4%	Feb '26
FTSE Europe	86.62	1.2%	-4.3%	-1.6%	6.6%	12.1%	25.4%	35.8%	3.6%	57.0%	66.1%	43.4%	110.2%	-4.3%	Feb '26
MSCI Japan	88.54	2.0%	-4.2%	1.2%	9.9%	16.7%	35.0%	25.9%	9.7%	68.7%	47.9%	46.2%	99.1%	-5.8%	Feb '26
MSCI India	50.33	0.2%	-4.6%	-5.8%	-6.4%	-4.3%	5.2%	2.7%	-6.9%	26.7%	27.8%	9.0%	25.3%	-14.4%	Sep '24
MSCI China	57.20	0.5%	-5.7%	-5.2%	-6.6%	-4.0%	9.1%	31.0%	-4.8%	22.6%	-24.5%	1.1%	54.7%	-13.6%	Oct '25
International Bond	48.79	-0.07%	-0.5%	0.6%	1.0%	1.9%	4.0%	2.9%	1.2%	16.4%	2.3%	2.6%	18.8%	-0.8%	Feb '26
iShares Latin America	35.35	2.4%	-5.3%	-0.5%	13.2%	33.3%	66.6%	52.7%	16.1%	71.3%	89.1%	101.1%	80.4%	-5.3%	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	631.02	0.8%	-1.0%	0.0%	0.6%	6.4%	20.4%	17.8%	0.6%	77.1%	95.7%	52.2%	101.7%	-1.4%	Jan '26
US Large Growth	453.71	1.1%	-1.0%	-0.1%	-4.9%	1.0%	19.1%	18.3%	-4.1%	97.2%	102.1%	51.2%	122.1%	-7.6%	Oct '25
US Large Value	223.46	0.5%	-0.7%	0.4%	6.8%	11.6%	20.6%	15.7%	6.2%	51.2%	70.7%	43.7%	74.3%	-0.9%	Feb '26

US MidCap Blend	303.57	0.6%	-0.3%	1.9%	4.1%	5.6%	17.3%	11.6%	4.6%	45.7%	54.9%	27.7%	70.3%	-1.1%	Feb '26
US MidCap Growth	277.41	0.9%	0.2%	2.2%	-2.7%	-3.7%	10.6%	10.7%	-0.6%	43.1%	39.3%	13.6%	67.7%	-6.8%	Oct '25
US MidCap Value	192.07	0.4%	-0.7%	1.6%	8.9%	12.5%	21.6%	12.1%	8.3%	45.1%	67.3%	39.9%	69.2%	-1.2%	Feb '26

US Small Blend	275.82	0.7%	-0.8%	1.3%	6.3%	9.4%	22.4%	8.9%	6.9%	43.0%	43.9%	28.8%	67.1%	-1.5%	Feb '26
US Small Growth	335.84	1.3%	-0.9%	1.2%	1.0%	9.0%	27.2%	12.9%	4.0%	44.0%	18.7%	16.6%	65.5%	-5.0%	Jan '26
US Small Value	198.63	1.3%	-0.6%	0.4%	8.6%	14.6%	30.2%	12.4%	9.6%	40.1%	42.8%	28.0%	61.2%	-1.2%	Feb '26

Foreign Large Blend	101.38	1.3%	-4.1%	-0.4%	7.7%	13.0%	27.3%	31.6%	5.6%	57.6%	59.9%	44.8%	101.3%	-4.1%	Feb '26
Foreign Growth	118.84	1.8%	-3.7%	0.7%	5.2%	8.8%	17.3%	20.7%	4.3%	39.7%	32.2%	15.3%	74.7%	-3.7%	Feb '26
Foreign Value	76.34	0.8%	-4.5%	-1.3%	10.2%	16.7%	37.7%	42.2%	6.9%	76.4%	89.4%	79.1%	129.7%	-4.5%	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	22.78		0.7%	-0.5%	-1.6%	-2.5%	-2.6%	1.0%	3.6%	-2.2%	20.9%	26.1%	22.5%	28.1%	-3.0%	Jan '26
Ultra Short- Janus AAA CLO	50.47		0.06%	-0.5%	-0.4%	0.7%	1.8%	4.6%	5.2%	0.1%	20.7%	24.5%	23.5%	25.7%	-0.6%	Feb '26
Bank Loan- Invesco	20.43		0.9%	0.1%	-0.5%	-1.0%	0.8%	4.9%	6.9%	-1.7%	23.1%	27.5%	24.8%	31.0%	-2.0%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	-0.1%	0.0%	1.1%	3.3%	7.6%	8.9%	0.5%	36.4%	59.8%	47.9%	41.2%	-0.2%	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	54.04		0.9%	-1.8%	-0.6%	1.8%	6.2%	22.3%	17.7%	1.3%	79.0%	117.8%	88.9%	108.6%	-2.1%	Feb '26
Int’l Min Volatility- Franklin	40.47		0.00%	-2.4%	1.9%	11.7%	20.0%	33.4%	27.1%	9.9%	78.4%	125.9%	96.0%	110.4%	-2.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.26	p	EOD	-0.7%	-0.9%	4.1%	4.6%	16.1%	3.0%	4.1%	66.9%	115.5%	94.3%	99.7%	-4.6%	Feb '26
Small Value- Avantis	113.32		0.9%	-0.8%	0.1%	10.5%	13.2%	30.1%	7.4%	11.1%	44.4%	78.2%	50.4%	72.6%	-1.9%	Feb '26
Mid Value- Pacer Cash Cows	64.51		0.2%	0.6%	2.1%	7.9%	13.4%	19.4%	9.0%	7.2%	39.5%	93.9%	48.2%	60.3%	-0.7%	Feb '26
Growth- S&P Momentum	120.43		1.0%	0.0%	2.9%	0.2%	3.1%	26.3%	26.6%	0.9%	126.4%	154.5%	96.1%	140.9%	-2.8%	Oct '25
Invesco S&P Quality	79.79		0.6%	-1.1%	2.1%	7.1%	10.9%	17.4%	13.2%	6.3%	79.1%	105.2%	58.2%	108.5%	-1.4%	Feb '26
Rotation Factor- BlackRock	61.15		1.0%	-1.2%	0.4%	0.5%	6.3%	22.5%	20.0%	0.6%	98.4%	110.2%	70.0%	130.3%	-1.3%	Feb '26
US Min Volatility- Fidelity	68.11		0.3%	0.2%	-0.6%	1.5%	5.0%	12.1%	11.8%	2.0%	52.8%	76.1%	38.8%	69.3%	-0.8%	Feb '26
Derivative Income- JPMorgan	59.15		0.5%	-0.6%	1.0%	4.3%	7.6%	10.3%	8.1%	3.9%	37.9%	65.0%	34.6%	53.7%	-1.2%	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	16.11	p	EOD	1.0%	1.0%	2.7%	0.5%	7.3%	6.5%	1.9%	25.4%	35.8%	31.9%	31.5%	-0.1%	Mar '26
Multistrategy- AQR	14.45	p	EOD	-1.0%	1.0%	4.4%	8.9%	14.2%	16.4%	3.1%	41.7%	81.0%	69.4%	51.4%	-1.0%	Feb '26
Long Short- AQR	20.76	p	EOD	-1.4%	-1.2%	1.8%	8.9%	23.0%	34.4%	-1.9%	98.0%	206.7%	153.3%	141.6%	-2.5%	Dec '25
Mkt Neutral- BlackRock	14.94	p	EOD	0.7%	2.0%	4.8%	7.5%	18.1%	18.3%	2.5%	65.9%	69.3%	73.2%	73.8%	-0.2%	Mar '26
Multi Strategy- Variant	26.50	p	EOD	0.2%	0.6%	1.3%	3.4%	6.7%	7.2%	0.7%	22.1%	47.9%	34.7%	26.3%	New Peak	Mar '26
Long Short- First Trust	71.31		0.8%	-0.7%	0.0%	0.5%	4.9%	11.2%	9.1%	0.4%	48.6%	68.2%	44.2%	59.5%	-1.1%	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)	302.65	-0.3%	-3.3%	-9.1%	-4.7%	30.5%	77.8%	66.0%	-3.3%	225.6%	199.8%	110.3%	212.6%	-11.9%	Feb '26
Meta (Communications)	667.68	1.9%	2.1%	-0.2%	1.0%	-10.7%	4.7%	13.1%	1.2%	262.9%	161.0%	98.6%	427.3%	-15.4%	Aug '25
Amazon (Cyclical)	217.17	4.0%	3.1%	-6.8%	-5.2%	-7.9%	6.6%	5.2%	-5.9%	128.8%	45.9%	27.4%	92.4%	-14.5%	Nov '25
Tesla (Cyclical)	407.29	3.8%	-2.4%	0.3%	-10.4%	20.3%	49.7%	11.4%	-9.4%	105.9%	96.6%	1.8%	87.5%	-16.9%	Dec '25
Procter & Gamble (Defensive)	158.40	-0.8%	-3.1%	1.0%	9.7%	0.9%	-6.0%	-12.3%	11.3%	21.3%	47.1%	8.3%	39.3%	-8.9%	Dec '24
PepsiCo (Defensive)	164.46	-0.3%	-2.8%	-1.0%	13.0%	14.2%	10.9%	-1.8%	14.6%	4.2%	47.8%	7.8%	7.9%	-8.0%	May '23
Coca-Cola (Defensive)	78.39	-1.2%	-2.6%	1.3%	11.3%	16.5%	15.0%	15.6%	12.1%	44.3%	82.4%	48.9%	56.7%	-3.9%	Feb '26
Exxon Mobil (Energy)	149.85	-1.3%	0.5%	2.2%	28.8%	35.4%	44.1%	16.0%	25.4%	47.1%	209.1%	173.6%	71.3%	-3.0%	Feb '26
Chevron (Energy)	186.18	-1.4%	1.1%	3.7%	23.5%	20.6%	28.0%	10.1%	23.3%	28.1%	119.4%	85.3%	36.3%	-1.8%	Mar '26
JPMorgan Chase (Financial)	298.92	-0.4%	-1.4%	-5.8%	-5.0%	-0.7%	21.9%	37.3%	-6.8%	123.4%	125.5%	106.3%	212.0%	-10.7%	Jan '26
Visa (Financial)	321.45	0.2%	2.7%	-2.4%	-1.5%	-8.0%	-8.1%	11.8%	-8.2%	47.0%	57.7%	49.9%	85.3%	-13.4%	Jun '25
Mastercard (Financial)	523.22	-0.2%	2.7%	-5.5%	-3.4%	-11.9%	-5.2%	9.0%	-8.2%	47.3%	54.0%	44.6%	88.2%	-12.4%	Aug '25
Bank of America (Financial)	50.21	0.5%	-2.9%	-9.3%	-6.8%	0.3%	20.4%	28.0%	-8.7%	58.0%	54.5%	20.4%	83.0%	-12.3%	Jan '26
UnitedHealth (Health)	291.42	0.8%	2.5%	5.6%	-12.0%	-4.9%	-37.1%	-33.1%	-11.7%	-35.7%	-5.3%	-37.9%	-38.2%	-52.1%	Nov '24
Johnson & Johnson (Health)	246.07	-0.3%	0.4%	5.5%	22.2%	39.3%	52.9%	47.5%	19.5%	74.7%	85.1%	62.1%	67.7%	-1.0%	Mar '26
Eli Lilly (Health)	1006.67	-0.11%	-2.2%	-8.9%	-0.6%	35.9%	11.3%	40.2%	-6.2%	223.2%	427.6%	285.2%	219.0%	-9.2%	Nov '25
Union Pacific (Industrials)	266.03	0.07%	1.2%	7.1%	13.4%	20.6%	12.7%	3.9%	15.6%	36.1%	48.1%	18.4%	50.3%	-0.4%	Mar '26
Honeywell (Industrials)	246.94	1.3%	2.5%	5.4%	29.1%	23.1%	28.7%	-6.4%	27.2%	42.0%	43.0%	38.6%	63.3%	-0.4%	Mar '26
Nvidia (IT)	182.98	1.6%	-6.4%	5.0%	-0.2%	6.6%	57.8%	38.9%	-1.9%	666.7%	1383.4%	508.7%	1493.1%	-11.6%	Oct '25
Broadcom (IT)	318.98	1.6%	-4.0%	3.5%	-16.1%	4.6%	71.7%	50.6%	-7.8%	427.2%	699.3%	419.1%	681.3%	-22.6%	Dec '25
Adobe (IT)	273.39	0.9%	6.0%	-2.3%	-16.8%	-20.6%	-38.7%	-21.3%	-21.9%	-20.5%	-37.7%	-51.6%	-4.5%	-56.9%	Feb '24
Oracle (IT)	152.59	2.4%	3.2%	4.0%	-28.6%	-31.3%	-2.1%	18.1%	-21.5%	77.2%	149.0%	83.8%	149.0%	-53.3%	Sep '25
salesforce.com (IT)	194.02	-1.0%	1.2%	-2.7%	-21.5%	-20.2%	-32.0%	-20.2%	-26.8%	5.3%	-4.4%	-23.1%	38.0%	-46.9%	Dec '24
Linde PLC (Materials)	500.23	-0.3%	-1.6%	5.7%	23.9%	6.3%	9.9%	3.2%	17.3%	43.6%	117.5%	56.0%	92.2%	-1.8%	Mar '26
Sherwin-Williams (Materials)	347.71	-0.3%	-2.7%	-5.7%	3.7%	-4.7%	-1.5%	-3.8%	7.3%	56.0%	65.0%	6.4%	77.7%	-12.2%	Nov '24
American Tower (Real Estate)	190.45	0.11%	4.4%	7.9%	7.5%	-0.6%	-4.8%	-0.9%	8.5%	4.1%	9.6%	-24.5%	15.5%	-17.5%	Sep '24
Prologis Inc. (Real Estate)	139.65	-1.0%	-0.3%	3.6%	9.8%	26.1%	18.8%	25.1%	9.4%	20.9%	68.0%	-4.5%	53.9%	-2.2%	Mar '26
NextEra Energy (Utilities)	92.79	0.2%	-1.8%	3.8%	12.0%	32.7%	34.9%	15.5%	16.4%	37.2%	48.1%	13.6%	40.8%	-2.4%	Feb '26
Duke Energy (Utilities)	131.98	0.4%	2.4%	8.9%	12.8%	11.1%	17.4%	12.7%	13.6%	55.5%	85.3%	50.5%	76.1%	New Peak	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	16.00	p	EOD	-0.9%	0.7%	1.7%	4.0%	9.1%	9.4%	1.5%	25.1%	13.7%	9.9%	31.6%	-1.0%	Feb '26
Moderate-60% Stock	66.57		0.6%	-1.5%	0.5%	2.9%	7.1%	17.5%	16.4%	2.4%	46.2%	43.0%	28.6%	63.3%	-1.5%	Feb '26
Mod Agg-80% Stock	51.87	p	EOD	-2.6%	-0.3%	2.8%	7.9%	21.0%	19.6%	2.2%	56.1%	54.4%	35.8%	78.4%	-2.6%	Feb '26
Aggressive-90% Stock	31.05	p	EOD	-3.4%	-0.5%	3.5%	9.2%	23.0%	20.9%	2.6%	56.7%	56.9%	34.9%	80.1%	-3.4%	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	73588.18	7.8%	8.3%	0.8%	-20.1%	-33.5%	-15.6%	-6.3%	-15.9%	229.1%	51.5%	58.4%	284.1%	-41.0%	Oct '25
Ethereum	2176.01	9.7%	5.9%	1.5%	-30.6%	-49.4%	0.3%	-11.0%	-26.7%	38.7%	41.1%	-42.1%	68.0%	-55.0%	Aug '25
BNB	662.15	4.5%	5.3%	-5.1%	-26.4%	-21.5%	13.5%	23.1%	-23.3%	128.1%	188.0%	29.3%	144.4%	-49.5%	Oct '25
Solana	93.50	7.4%	6.3%	1.6%	-32.7%	-53.8%	-35.5%	-34.2%	-24.9%	336.9%	613.8%	-45.1%	200.0%	-64.3%	Jan '25
Bitcoin ETF	41.68	7.7%	6.2%	0.3%	-20.6%	-33.2%	-15.6%	-6.4%	-16.1%	-	-	-	-	-41.5%	Oct '25
Grayscale Bitcoin (hi fee)	57.26	7.7%	6.2%	0.1%	-20.9%	-33.6%	-16.7%	-7.6%	-16.2%	463.4%	53.1%	85.0%	465.4%	-41.8%	Oct '25
Bloomberg Commodities	22.36	0.5%	3.8%	5.3%	13.2%	23.3%	24.8%	14.9%	14.5%	31.2%	69.8%	45.4%	26.1%	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	4.72	0.3%	0.5%	-4.0%	-1.0%	-3.2%	4.4%	1.1%	-2.6%	21.3%	104.2%	133.9%	21.4%	-7.6%	Oct '23
10yr Treasury rate	4.08	0.6%	0.8%	-4.6%	-0.7%	-2.3%	-3.1%	-9.0%	-2.0%	2.9%	163.2%	150.6%	4.6%	-18.2%	Oct '23
5yr Treasury rate	3.67	1.0%	1.4%	-4.3%	-0.4%	0.4%	-8.4%	-15.0%	-1.5%	-13.8%	369.1%	168.7%	-10.8%	-26.1%	Oct '23
13-week T-bill	3.60	0%	0.2%	0.0%	-0.5%	-10.1%	-14.3%	-15.7%	1.4%	-23.8%	12739.3%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	75.25	0.9%	15.0%	15.5%	26.1%	18.5%	10.2%	-19.9%	31.1%	-5.6%	17.9%	-1.1%	-13.8%	-19.7%	Sep '23
Gold	5149.40	0.8%	-1.1%	4.7%	22.3%	44.4%	77.0%	64.5%	19.0%	178.7%	202.9%	186.2%	208.3%	-3.2%	Jan '26
EUR/USD	1.16	-0.4%	-1.1%	-1.4%	-0.2%	-0.1%	11.1%	12.9%	-0.9%	9.9%	-3.4%	2.4%	20.0%	-3.1%	Jan '26
USD/JPY	157.02	-0.2%	0.7%	0.8%	1.2%	5.8%	5.2%	-0.4%	0.4%	14.9%	46.7%	36.4%	7.0%	-2.8%	Jul '24
S&P 500 Volatility Index	21.08	-10.6%	17.6%	13.1%	33.6%	37.8%	-10.3%	-13.8%	41.0%	14.0%	-26.2%	27.0%	-37.2%	-59.7%	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	51.02		-0.04%	0.0%	0.4%	1.2%	2.2%	5.4%	6.1%	0.8%	20.3%	19.0%	18.2%	23.4%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.83		0.11%	-0.8%	0.0%	1.2%	4.0%	4.0%	4.3%	0.9%	13.2%	8.0%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.99		-0.03%	-0.7%	0.8%	1.5%	3.7%	6.7%	8.8%	1.1%	17.6%	4.3%	4.7%	21.7%	-0.8%	Feb '26
Interm Bond- Vanguard	78.25		-0.11%	-0.6%	1.0%	0.8%	2.1%	6.3%	8.5%	0.8%	17.7%	3.2%	3.0%	20.9%	-1.0%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	-0.5%	-0.7%	0.2%	1.8%	6.0%	8.2%	-0.2%	29.0%	35.6%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.83		0.2%	-1.2%	-0.2%	0.7%	2.4%	6.3%	8.2%	0.7%	19.6%	16.2%	14.5%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	76.61		0.07%	-0.9%	1.2%	0.7%	2.7%	4.9%	7.2%	1.5%	15.6%	-4.9%	-10.3%	26.6%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.50	p	EOD	-0.5%	0.3%	1.2%	4.6%	2.6%	3.3%	0.8%	12.9%	4.1%	1.1%	16.1%	-0.7%	Feb '26
Long Muni- iShares	57.84		0.12%	-0.8%	0.0%	1.3%	4.7%	4.1%	3.4%	0.9%	12.0%	5.0%	2.9%	14.8%	-1.0%	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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Feb '26

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