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S&P 500

Return

78.0%

[

20.3%

annualized]

Dec 30 2022 - Feb 13 2026

-2.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.3%

[

13.7%

annualized]

Dec 30 2022 - Feb 13 2026

-1.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.3%

[

13.9%

annualized]

Dec 30 2022 - Feb 13 2026

-2.7%

Below
Peak
Jan '26

Performance Range:

As of Feb 13 11:50 PM EDT, next update at 12:00 AM

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	6836.17	0.05%	-1.4%	-1.3%	1.5%	5.7%	11.8%	16.4%	-0.1%	65.3%	73.7%	42.5%	91.1%	-2.0%	Jan '26
DJIA (Large Value)	49500.93	0.10%	-1.2%	0.7%	5.0%	10.2%	11.1%	13.0%	3.0%	45.2%	57.4%	35.3%	69.5%	-1.4%	Feb '26
Russell 2000 (Small Cap)	2646.70	1.2%	-0.9%	-0.2%	10.8%	15.1%	16.1%	11.3%	6.6%	36.4%	15.6%	16.5%	56.8%	-2.7%	Jan '26
NASDAQ Comp (Tech/Growth)	22546.67	-0.2%	-2.1%	-3.9%	-1.5%	3.9%	12.6%	20.4%	-3.0%	88.5%	60.0%	42.4%	116.4%	-5.9%	Oct '25
Aggregate Bond	100.99	0.3%	0.9%	1.0%	2.0%	3.9%	7.5%	7.2%	1.4%	14.5%	0.6%	1.9%	19.0%	New Peak	Feb '26
Corp Bond	111.59	0.3%	0.9%	0.9%	2.4%	3.8%	8.1%	7.9%	1.6%	17.9%	-0.2%	0.4%	27.3%	New Peak	Feb '26
High Yield Bond	80.85	0.07%	0.0%	0.3%	2.2%	3.5%	7.4%	8.6%	0.8%	28.8%	20.6%	17.3%	37.4%	-0.1%	Feb '26
Preferred	31.69	0.7%	0.7%	0.4%	4.0%	3.8%	6.1%	4.9%	2.9%	15.7%	12.0%	4.2%	27.9%	-0.2%	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	53.31	0.9%	3.5%	9.4%	23.5%	19.6%	21.0%	9.9%	17.6%	36.8%	58.4%	29.3%	66.0%	-0.6%	Feb '26
Consumer Discretionary/Cyclical	116.18	0.04%	-1.5%	-5.0%	0.8%	1.6%	3.2%	7.4%	-2.7%	56.7%	42.0%	14.3%	71.9%	-6.7%	Jan '26
Financial Services	51.65	-0.08%	-4.8%	-4.6%	-1.2%	-1.9%	1.1%	14.9%	-5.7%	47.6%	78.6%	39.9%	80.0%	-8.4%	Jan '26
Real Estate	94.59	1.4%	2.5%	4.1%	6.5%	8.1%	7.3%	3.3%	6.9%	18.5%	27.1%	-3.9%	41.1%	New Peak	Feb '26
Communication Services	114.58	-0.05%	-1.0%	-1.8%	3.3%	3.7%	10.1%	23.1%	-2.7%	112.2%	64.8%	52.7%	149.0%	-4.6%	Jan '26
Energy	54.35	0.7%	2.1%	13.1%	19.1%	29.2%	24.7%	7.9%	21.6%	33.6%	193.6%	118.9%	51.6%	-1.1%	Feb '26
Industrials	174.17	0.8%	0.6%	6.0%	15.0%	16.1%	28.3%	19.3%	12.3%	77.4%	108.1%	76.7%	116.1%	-0.4%	Feb '26
Technology	139.56	0.3%	-1.1%	-3.6%	-3.0%	4.5%	17.0%	24.6%	-3.1%	98.9%	109.4%	64.1%	145.4%	-8.1%	Oct '25
Consumer Staples/Defensive	89.51	0.3%	1.8%	8.9%	16.8%	11.0%	14.1%	1.5%	15.2%	32.7%	55.3%	29.1%	44.5%	New Peak	Feb '26
Healthcare	157.67	1.1%	0.0%	-0.1%	4.3%	18.7%	10.8%	14.5%	1.9%	24.8%	45.6%	20.7%	36.5%	-1.2%	Jan '26
Utilities	46.50	2.8%	7.3%	7.7%	5.6%	9.8%	20.9%	16.0%	8.9%	50.3%	72.8%	48.1%	67.1%	New Peak	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	145.94	0.2%	-0.2%	0.8%	5.1%	10.4%	20.0%	22.4%	3.1%	67.7%	65.4%	47.3%	100.1%	-1.2%	Feb '26
MSCI Emerging Markets	61.12	0.4%	1.7%	5.8%	12.8%	24.3%	40.9%	34.0%	11.7%	62.8%	18.9%	37.0%	93.0%	-0.7%	Feb '26
FTSE Europe	88.70	-0.06%	0.2%	3.0%	10.5%	14.0%	30.3%	35.8%	6.1%	59.9%	66.4%	46.9%	115.2%	-0.9%	Feb '26
MSCI Japan	93.85	0.5%	5.0%	10.4%	16.0%	23.6%	41.5%	25.9%	16.2%	77.5%	48.1%	54.9%	111.0%	-0.1%	Feb '26
MSCI India	52.89	-0.4%	-0.7%	-0.7%	-3.2%	0.9%	6.7%	2.7%	-2.1%	33.2%	32.3%	14.6%	31.7%	-10.0%	Sep '24
MSCI China	60.35	-0.4%	-2.1%	-5.0%	-3.8%	3.0%	15.4%	31.0%	0.5%	26.3%	-29.9%	6.6%	63.2%	-8.8%	Oct '25
International Bond	48.81	0.02%	0.5%	0.6%	1.1%	2.1%	3.7%	2.9%	1.2%	15.1%	1.1%	2.7%	18.9%	New Peak	Feb '26
iShares Latin America	36.26	-0.5%	0.6%	11.8%	21.7%	43.7%	57.6%	52.7%	19.1%	75.4%	78.7%	106.2%	85.0%	-2.3%	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	626.89	0.06%	-1.3%	-1.3%	1.8%	6.3%	13.2%	17.8%	0.0%	72.3%	86.5%	51.2%	100.3%	-2.0%	Jan '26
US Large Growth	447.17	-0.4%	-2.1%	-4.9%	-4.9%	-0.5%	7.8%	18.3%	-5.5%	90.1%	81.1%	49.0%	118.9%	-9.0%	Oct '25
US Large Value	223.71	0.7%	-0.4%	2.5%	9.8%	13.7%	17.1%	15.7%	6.4%	48.7%	70.4%	43.8%	74.5%	-0.5%	Feb '26

US MidCap Blend	302.14	1.3%	0.3%	0.7%	5.7%	6.3%	11.3%	11.6%	4.1%	42.6%	45.7%	27.1%	69.5%	-0.2%	Feb '26
US MidCap Growth	273.51	1.3%	-0.2%	-4.2%	-2.1%	-3.9%	0.9%	10.7%	-2.0%	39.5%	22.7%	12.0%	65.3%	-8.1%	Oct '25
US MidCap Value	192.39	1.2%	0.7%	4.1%	11.2%	13.9%	19.2%	12.1%	8.5%	42.4%	68.1%	40.1%	69.4%	New Peak	Feb '26

US Small Blend	276.30	1.2%	-0.4%	1.2%	11.0%	12.7%	13.0%	8.9%	7.1%	42.2%	36.3%	29.0%	67.4%	-0.9%	Feb '26
US Small Growth	334.76	1.1%	-1.4%	-3.1%	7.5%	11.8%	13.9%	12.9%	3.6%	43.8%	3.6%	16.2%	65.0%	-5.4%	Jan '26
US Small Value	199.97	1.4%	-0.2%	3.2%	15.1%	20.4%	21.6%	12.4%	10.4%	39.3%	44.7%	28.8%	62.3%	-0.5%	Feb '26

Foreign Large Blend	104.24	0.09%	1.6%	5.0%	11.4%	15.8%	31.8%	31.6%	8.5%	60.6%	59.7%	48.9%	107.0%	-0.7%	Feb '26
Foreign Growth	121.88	0.5%	2.0%	2.5%	7.9%	11.1%	19.4%	20.7%	7.0%	40.7%	26.5%	18.3%	79.2%	-0.7%	Feb '26
Foreign Value	78.63	-0.3%	1.0%	7.1%	14.5%	20.1%	43.9%	42.2%	10.1%	81.4%	96.9%	84.4%	136.6%	-0.8%	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	0.04%	0.0%	-1.2%	-0.9%	-0.8%	2.1%	3.6%	-0.8%	21.9%	27.6%	24.2%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.73	0.04%	0.1%	0.5%	1.4%	2.6%	5.1%	5.2%	0.7%	21.5%	25.2%	24.1%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.64	0.10%	-0.2%	-1.4%	0.1%	1.8%	5.0%	6.9%	-1.2%	23.9%	27.2%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.49	0%	0.1%	0.2%	1.6%	3.7%	7.9%	8.9%	0.5%	36.5%	60.8%	47.9%	41.2%	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	54.25	0.06%	-0.9%	0.1%	4.4%	7.2%	14.7%	17.7%	1.7%	77.1%	121.1%	89.6%	109.4%	-1.7%	Feb '26
Int’l Min Volatility- Franklin	40.48	0.2%	1.3%	6.5%	12.9%	21.1%	33.6%	27.1%	9.9%	80.6%	128.7%	96.0%	110.5%	-0.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.42	1.3%	-3.0%	-1.3%	7.4%	7.2%	6.7%	3.0%	4.7%	71.5%	110.1%	95.5%	101.0%	-4.0%	Feb '26
Small Value- Avantis	114.90	1.3%	-0.3%	6.8%	18.2%	20.4%	19.9%	7.4%	12.7%	46.3%	87.4%	52.5%	75.0%	-0.3%	Feb '26
Mid Value- Pacer Cash Cows	64.16	1.0%	0.2%	3.0%	10.6%	15.0%	12.8%	9.0%	6.6%	36.3%	92.4%	47.4%	59.4%	-0.5%	Feb '26
Growth- S&P Momentum	118.25	-0.02%	-1.3%	-0.6%	0.6%	0.5%	15.6%	26.6%	-0.9%	117.2%	124.3%	92.5%	136.6%	-4.5%	Oct '25
Invesco S&P Quality	79.39	0.8%	-0.6%	2.9%	8.4%	10.1%	13.4%	13.2%	5.8%	75.5%	92.3%	57.4%	107.4%	-1.1%	Feb '26
Rotation Factor- BlackRock	60.52	-0.08%	-1.7%	-0.6%	1.1%	6.2%	13.9%	20.0%	-0.5%	91.6%	97.8%	68.2%	127.9%	-2.3%	Feb '26
US Min Volatility- Fidelity	67.59	0.09%	-1.3%	-0.2%	2.6%	5.7%	9.4%	11.8%	1.3%	48.7%	67.3%	37.7%	68.0%	-1.5%	Feb '26
Derivative Income- JPMorgan	59.31	0.5%	0.3%	2.3%	6.6%	8.9%	8.9%	8.1%	4.2%	37.0%	61.6%	35.0%	54.1%	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	16.08	0.4%	0.6%	2.2%	2.3%	1.3%	7.1%	6.5%	1.7%	26.9%	33.1%	31.7%	31.2%	New Peak	Feb '26
Multistrategy- AQR	14.31	-0.2%	-0.2%	1.1%	3.0%	8.3%	13.2%	16.4%	2.1%	42.7%	77.4%	67.8%	49.9%	-0.7%	Feb '26
Long Short- AQR	20.68	-0.8%	-1.4%	-0.9%	2.7%	10.5%	22.1%	34.4%	-2.3%	101.7%	214.4%	152.3%	140.6%	-2.9%	Dec '25
Mkt Neutral- BlackRock	14.46	-0.07%	-1.5%	-2.0%	2.6%	6.8%	15.5%	18.3%	-0.8%	59.9%	66.2%	67.7%	68.2%	-2.7%	Feb '26
Multi Strategy- Variant	26.40	0.08%	0.2%	0.5%	1.3%	3.4%	6.5%	7.2%	0.3%	22.0%	47.8%	34.2%	25.8%	New Peak	Feb '26
Long Short- First Trust	70.81	0%	-1.0%	-0.3%	0.1%	5.2%	5.7%	9.1%	-0.3%	46.5%	59.3%	43.2%	58.4%	-1.8%	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)	305.72	-1.1%	-5.3%	-9.0%	10.7%	50.9%	65.7%	66.0%	-2.3%	225.3%	194.1%	112.4%	215.7%	-11.0%	Feb '26
Meta (Communications)	639.77	-1.5%	-3.3%	3.9%	5.1%	-18.1%	-12.9%	13.1%	-3.1%	258.9%	138.2%	90.3%	405.3%	-18.9%	Aug '25
Amazon (Cyclical)	198.79	-0.4%	-5.5%	-16.0%	-15.3%	-13.9%	-13.1%	5.2%	-13.9%	99.4%	21.3%	16.7%	76.1%	-21.7%	Nov '25
Tesla (Cyclical)	417.44	0.09%	1.5%	-5.0%	3.2%	24.4%	17.3%	11.4%	-7.2%	99.5%	53.4%	4.4%	92.2%	-14.8%	Dec '25
Procter & Gamble (Defensive)	160.07	-0.7%	0.6%	10.2%	9.2%	5.6%	1.0%	-12.3%	12.5%	24.1%	42.3%	9.4%	40.7%	-7.9%	Dec '24
PepsiCo (Defensive)	165.94	-0.8%	-2.7%	13.7%	14.9%	13.8%	20.4%	-1.8%	15.6%	4.2%	44.6%	8.7%	8.8%	-7.2%	May '23
Coca-Cola (Defensive)	78.68	-0.4%	-0.4%	10.1%	11.3%	14.8%	17.6%	15.6%	12.5%	44.5%	80.4%	49.5%	57.3%	-0.4%	Feb '26
Exxon Mobil (Energy)	148.45	-1.0%	-0.4%	14.0%	24.4%	40.8%	40.9%	16.0%	23.4%	40.3%	253.5%	169.3%	68.6%	-3.9%	Feb '26
Chevron (Energy)	183.74	0.7%	1.6%	9.9%	17.9%	21.1%	22.4%	10.1%	20.6%	20.9%	145.5%	81.1%	33.2%	-1.1%	Feb '26
JPMorgan Chase (Financial)	302.55	-0.03%	-6.2%	-1.7%	0.1%	3.8%	11.6%	37.3%	-5.7%	126.8%	143.2%	108.8%	215.8%	-9.6%	Jan '26
Visa (Financial)	314.08	-3.1%	-5.1%	-4.6%	-4.8%	-8.9%	-10.7%	11.8%	-10.4%	39.8%	54.9%	46.2%	80.6%	-15.6%	Jun '25
Mastercard (Financial)	518.36	-1.7%	-5.5%	-5.2%	-4.9%	-11.0%	-7.7%	9.0%	-9.1%	42.6%	56.4%	43.3%	86.4%	-13.2%	Aug '25
Bank of America (Financial)	52.55	0.06%	-7.0%	0.1%	0.4%	11.3%	14.5%	28.0%	-4.5%	59.6%	77.7%	26.0%	91.5%	-8.2%	Jan '26
UnitedHealth (Health)	293.19	3.1%	6.0%	-12.5%	-8.3%	9.4%	-42.6%	-33.1%	-11.2%	-37.2%	-3.1%	-37.6%	-37.9%	-51.8%	Nov '24
Johnson & Johnson (Health)	243.45	-0.4%	1.4%	11.4%	25.0%	41.3%	60.7%	47.5%	17.6%	64.6%	68.5%	59.6%	65.0%	-0.4%	Feb '26
Eli Lilly (Health)	1040.00	0.3%	-1.7%	-3.1%	1.4%	52.5%	23.9%	40.2%	-3.2%	205.4%	426.5%	297.3%	229.0%	-6.3%	Nov '25
Union Pacific (Industrials)	260.68	-0.4%	3.2%	14.8%	17.6%	19.1%	7.1%	3.9%	12.7%	37.1%	36.8%	15.5%	46.5%	-0.8%	Feb '26
Honeywell (Industrials)	241.38	0.6%	1.3%	13.3%	21.3%	18.7%	29.1%	-6.4%	23.7%	35.9%	39.3%	34.8%	58.9%	-0.8%	Feb '26
Nvidia (IT)	182.81	-2.2%	-1.4%	-0.2%	-3.9%	0.4%	31.7%	38.9%	-2.0%	696.6%	1125.3%	508.1%	1491.7%	-11.7%	Oct '25
Broadcom (IT)	325.17	-1.8%	-2.3%	-4.3%	-4.9%	4.9%	40.8%	50.6%	-6.0%	464.7%	643.3%	429.2%	696.5%	-21.1%	Dec '25
Adobe (IT)	263.97	0.6%	-1.6%	-13.3%	-20.3%	-24.3%	-42.6%	-21.3%	-24.6%	-30.1%	-47.1%	-53.2%	-7.8%	-58.4%	Feb '24
Oracle (IT)	160.14	2.3%	12.1%	-17.3%	-28.0%	-34.3%	-7.1%	18.1%	-17.6%	86.3%	171.9%	92.9%	161.3%	-51.0%	Sep '25
salesforce.com (IT)	189.72	2.3%	-0.9%	-20.8%	-22.0%	-18.4%	-41.5%	-20.2%	-28.4%	13.0%	-20.1%	-24.8%	35.0%	-48.0%	Dec '24
Linde PLC (Materials)	481.00	1.7%	7.3%	9.3%	14.0%	1.4%	6.7%	3.2%	12.8%	49.8%	104.0%	50.0%	84.8%	-0.2%	Sep '25
Sherwin-Williams (Materials)	368.89	-1.0%	1.9%	4.1%	11.1%	1.4%	4.3%	-3.8%	13.8%	63.4%	60.5%	12.8%	88.6%	-6.9%	Nov '24
American Tower (Real Estate)	192.10	2.1%	12.2%	8.2%	5.7%	-3.8%	5.0%	-0.9%	9.4%	-1.2%	-2.1%	-23.8%	16.5%	-16.8%	Sep '24
Prologis Inc. (Real Estate)	138.97	1.9%	1.5%	5.1%	14.0%	33.5%	19.1%	25.1%	8.9%	19.6%	48.5%	-5.0%	53.2%	-1.1%	Feb '26
NextEra Energy (Utilities)	93.80	2.0%	4.8%	14.4%	12.6%	31.7%	42.1%	15.5%	16.8%	34.6%	28.2%	14.0%	41.4%	New Peak	Feb '26
Duke Energy (Utilities)	128.20	2.5%	5.2%	8.0%	4.5%	5.0%	17.9%	12.7%	9.4%	45.1%	71.8%	44.9%	69.7%	New Peak	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	16.06	0.2%	0.6%	0.9%	2.7%	5.0%	9.5%	9.4%	1.8%	24.0%	11.7%	10.3%	32.1%	New Peak	Feb '26
Moderate-60% Stock	66.85	0.2%	0.2%	1.1%	4.4%	8.2%	15.8%	16.4%	2.8%	45.0%	39.1%	29.2%	64.0%	-0.4%	Feb '26
Mod Agg-80% Stock	52.48	0.2%	0.1%	1.3%	5.4%	9.8%	18.8%	19.6%	3.4%	55.5%	50.0%	37.4%	80.5%	-0.8%	Feb '26
Aggressive-90% Stock	31.48	0.2%	-0.1%	1.5%	6.3%	11.0%	19.9%	20.9%	4.0%	56.5%	51.9%	36.7%	82.6%	-1.1%	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	68816.03	3.9%	-2.5%	-29.0%	-27.1%	-41.9%	-29.4%	-6.3%	-21.4%	209.7%	44.9%	48.1%	259.2%	-44.8%	Oct '25
Ethereum	2056.66	5.6%	-0.3%	-38.7%	-33.7%	-54.8%	-24.6%	-11.0%	-30.7%	32.1%	11.6%	-45.3%	58.8%	-57.4%	Aug '25
BNB	616.93	0.5%	-6.2%	-35.0%	-32.6%	-26.6%	-6.2%	23.1%	-28.5%	108.3%	350.5%	20.5%	127.7%	-52.9%	Oct '25
Solana	84.92	8.4%	-2.9%	-42.1%	-38.8%	-55.9%	-57.5%	-34.2%	-31.8%	289.1%	818.4%	-50.1%	172.5%	-67.6%	Jan '25
Bitcoin ETF	38.97	5.2%	-1.8%	-29.7%	-27.1%	-41.9%	-29.6%	-6.4%	-21.5%	-	-	-	-	-45.3%	Oct '25
Grayscale Bitcoin (hi fee)	53.63	5.3%	-1.8%	-29.7%	-27.3%	-42.2%	-30.4%	-7.6%	-21.5%	447.2%	21.4%	73.2%	429.6%	-45.5%	Oct '25
Bloomberg Commodities	20.96	0.3%	-0.6%	2.7%	8.6%	19.1%	14.8%	14.9%	7.3%	22.9%	60.4%	36.3%	18.2%	-6.1%	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	4.70	-0.7%	-3.2%	-2.0%	-1.0%	-3.8%	0.1%	1.1%	-2.9%	23.6%	134.5%	133.0%	21.0%	-7.9%	Oct '23
10yr Treasury rate	4.06	-1.2%	-3.6%	-2.0%	-2.2%	-5.5%	-9.3%	-9.0%	-2.6%	7.8%	238.0%	149.1%	3.9%	-18.7%	Oct '23
5yr Treasury rate	3.61	-1.6%	-3.9%	-2.9%	-3.4%	-5.5%	-16.5%	-15.0%	-3.0%	-9.8%	644.1%	164.4%	-12.2%	-27.3%	Oct '23
13-week T-bill	3.59	-0.1%	0.1%	0.9%	-5.1%	-12.6%	-14.7%	-15.7%	1.3%	-22.9%	10165.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	62.81	-0.05%	-1.2%	1.3%	4.5%	-1.8%	-11.2%	-19.9%	9.4%	-20.6%	5.6%	-17.4%	-28.0%	-33.0%	Sep '23
Gold	5063.80	2.8%	2.3%	9.5%	23.9%	51.8%	75.6%	64.5%	17.1%	173.1%	178.0%	181.4%	203.2%	-4.8%	Jan '26
EUR/USD	1.19	-0.06%	0.8%	1.9%	2.0%	1.9%	13.4%	12.9%	1.0%	10.6%	-2.2%	4.4%	22.3%	-1.2%	Jan '26
USD/JPY	152.82	-0.3%	-2.5%	-4.0%	-1.2%	3.5%	-0.1%	-0.4%	-2.3%	15.5%	45.9%	32.7%	4.1%	-5.4%	Jul '24
S&P 500 Volatility Index	20.60	-1.1%	1.1%	23.0%	3.9%	38.9%	39.5%	-13.8%	37.8%	8.9%	3.2%	24.1%	-38.6%	-60.6%	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	0.08%	-0.1%	0.2%	1.1%	2.4%	5.6%	6.1%	0.4%	19.7%	18.2%	17.7%	22.9%	-0.2%	Feb '26
Interm Muni- JPMorgan	51.05	0.07%	0.4%	0.8%	1.9%	5.2%	5.1%	4.3%	1.4%	11.9%	6.2%	5.7%	17.4%	New Peak	Feb '26
Interm Bond- Janus MSB	46.28	0.4%	0.9%	1.1%	2.8%	5.6%	9.3%	8.8%	1.8%	16.6%	4.7%	5.4%	22.5%	New Peak	Feb '26
Interm Bond- Vanguard	78.60	0.3%	0.9%	1.0%	1.9%	3.8%	8.7%	8.5%	1.3%	16.8%	1.3%	3.4%	21.5%	New Peak	Feb '26
Multisector Bond- Intrepid	9.00	0.11%	-0.1%	-0.1%	1.5%	3.2%	6.9%	8.2%	0.4%	30.8%	36.4%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.27	0.10%	0.5%	0.9%	2.2%	3.6%	8.0%	8.2%	1.6%	20.1%	15.4%	15.5%	29.8%	New Peak	Feb '26
Long Bond- Vanguard	77.27	0.4%	1.3%	1.0%	2.7%	4.4%	7.6%	7.2%	2.3%	14.6%	-8.8%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.53	0.2%	0.4%	0.7%	1.2%	5.3%	4.0%	3.3%	1.2%	11.3%	2.2%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.16	0.09%	0.4%	0.8%	2.2%	6.0%	5.3%	3.4%	1.5%	10.6%	3.5%	3.5%	15.5%	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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