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S&P 500

Return

62.5%

[

20.4%

annualized]

Dec 29 2023 - Aug 10 2026

DJIA (Large Value)

Return

43.2%

[

14.7%

annualized]

Dec 29 2023 - Aug 10 2026

Russell 2000 (Small Cap)

Return

48.9%

[

16.4%

annualized]

Dec 29 2023 - Aug 10 2026

Performance Range:

As of Aug 10 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7753.11	-0.06%	0.2%	2.3%	4.6%	11.7%	21.6%	16.4%	13.3%	73.7%	74.5%	61.6%	116.7%	-0.1%	Aug '26
DJIA (Large Value)	53975.98	-0.11%	-0.2%	2.5%	8.6%	7.7%	22.7%	13.0%	12.3%	53.0%	52.1%	47.5%	84.8%	-0.7%	Aug '26
Russell 2000 (Small Cap)	3017.40	-0.6%	-0.6%	1.3%	5.1%	13.0%	36.1%	11.3%	21.6%	56.7%	34.1%	32.8%	78.8%	-0.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26605.36	-0.3%	0.1%	1.2%	1.3%	15.3%	24.4%	20.4%	14.5%	95.0%	80.2%	68.0%	155.4%	-1.8%	Jun '26
Aggregate Bond	97.24	-0.4%	-0.4%	-0.5%	-0.7%	-1.0%	2.2%	7.2%	-0.3%	13.4%	-1.1%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	105.96	-0.6%	-0.7%	-1.0%	-1.6%	-2.0%	1.2%	7.9%	-1.2%	15.3%	-3.7%	-2.5%	23.7%	-2.9%	Feb '26
High Yield Bond	79.48	-0.2%	-0.1%	0.2%	0.8%	1.3%	5.0%	8.6%	2.0%	26.8%	20.6%	18.8%	39.1%	-0.2%	Aug '26
Preferred	30.57	-0.2%	-0.5%	0.6%	-2.2%	-0.9%	3.5%	4.9%	1.7%	19.5%	4.7%	2.9%	26.3%	-2.3%	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	53.18	0.6%	2.3%	4.5%	2.1%	0.0%	22.8%	9.9%	18.2%	36.2%	35.7%	30.0%	66.9%	NewNew Peak	Feb '26
Consumer Discretionary/Cyclical	119.67	-0.2%	1.2%	2.1%	0.5%	2.0%	7.5%	7.4%	0.6%	44.5%	37.0%	18.2%	77.8%	-3.5%	Jan '26
Financial Services	57.81	0.4%	-0.1%	3.8%	13.3%	10.6%	13.3%	14.9%	6.5%	73.5%	62.4%	58.0%	103.2%	-0.3%	Aug '26
Real Estate	97.11	-1.3%	-1.8%	-0.2%	1.3%	6.1%	14.0%	3.3%	11.9%	31.2%	11.0%	0.6%	47.7%	-3.8%	Jul '26
Communication Services	111.83	0.5%	-0.2%	0.2%	-3.0%	-3.7%	4.7%	23.1%	-4.5%	72.3%	41.8%	49.9%	144.5%	-6.3%	Jan '26
Energy	60.18	4.7%	2.8%	9.3%	6.0%	11.0%	47.3%	7.9%	36.5%	47.3%	188.2%	145.8%	70.2%	-3.1%	Mar '26
Industrials	184.60	-0.3%	-1.0%	1.5%	5.7%	6.1%	24.4%	19.3%	19.6%	77.0%	88.6%	88.3%	130.3%	-1.0%	Aug '26
Technology	186.32	-0.9%	-0.3%	0.3%	4.9%	30.6%	41.8%	24.6%	29.7%	127.7%	152.4%	119.6%	228.4%	-5.9%	Jun '26
Consumer Staples/Defensive	84.95	-0.2%	-0.5%	1.0%	2.6%	-2.7%	6.0%	1.5%	10.7%	23.2%	34.7%	24.1%	38.8%	-4.4%	Feb '26
Healthcare	168.44	1.7%	3.9%	4.7%	18.3%	8.7%	31.5%	14.5%	9.7%	30.5%	38.5%	30.0%	47.0%	NewNew Peak	Aug '26
Utilities	43.13	-1.1%	-2.2%	-5.0%	-3.8%	-2.0%	3.2%	16.0%	2.4%	46.1%	47.1%	39.2%	57.1%	-8.4%	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	161.10	-0.2%	0.3%	2.2%	4.3%	9.8%	24.4%	22.4%	14.6%	76.2%	70.0%	63.6%	122.3%	-0.2%	Aug '26
MSCI Emerging Markets	65.17	-0.7%	-1.3%	-2.6%	-3.5%	6.4%	34.8%	34.0%	19.7%	77.0%	40.2%	46.9%	106.9%	-8.5%	Jun '26
FTSE Europe	92.26	-0.4%	0.5%	4.2%	6.5%	5.0%	23.1%	35.8%	12.4%	64.4%	55.9%	55.6%	128.0%	-0.4%	Aug '26
MSCI Japan	96.05	-0.9%	1.5%	1.6%	4.7%	2.8%	28.8%	25.9%	19.6%	70.8%	57.7%	59.4%	117.1%	-0.9%	Jun '26
MSCI India	50.14	-0.5%	-0.8%	1.7%	3.6%	-6.3%	-4.1%	2.7%	-7.2%	15.8%	17.7%	8.6%	24.8%	-14.7%	Sep '24
MSCI China	56.93	0.6%	1.5%	7.2%	-2.4%	-7.5%	0.3%	31.0%	-4.6%	34.1%	-12.0%	1.3%	55.0%	-13.4%	Oct '25
International Bond	47.79	-0.3%	-0.4%	-0.4%	0.3%	-0.5%	1.3%	2.9%	0.5%	13.0%	-0.1%	1.9%	18.0%	-1.5%	Feb '26
iShares Latin America	34.52	-0.3%	-1.6%	0.0%	-3.5%	-5.8%	39.3%	52.7%	14.8%	51.7%	64.9%	98.9%	78.4%	-8.2%	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	710.65	-0.01%	0.2%	2.4%	4.9%	12.4%	23.0%	17.8%	14.0%	80.5%	86.9%	72.4%	128.5%	NewNew Peak	Aug '26
US Large Growth	124.17	-0.3%	-0.1%	0.2%	0.6%	8.7%	12.7%	19.8%	5.1%	92.1%	98.0%	79.0%	158.3%	-3.5%	Jun '26
US Large Value	258.31	0.3%	0.7%	4.6%	10.4%	15.7%	34.5%	15.7%	23.7%	69.9%	74.5%	67.2%	102.9%	NewNew Peak	Aug '26

US MidCap Blend	82.73	0.05%	-0.2%	2.2%	7.1%	10.1%	21.5%	17.0%	14.8%	77.0%	80.2%	69.3%	118.9%	-0.2%	Aug '26
US MidCap Growth	305.27	-0.3%	-0.6%	1.0%	5.3%	11.3%	8.1%	10.7%	9.7%	53.3%	30.5%	25.4%	85.1%	-0.6%	Aug '26
US MidCap Value	207.70	0.3%	0.2%	3.2%	8.6%	9.1%	26.8%	12.1%	18.3%	57.8%	60.0%	52.8%	84.8%	NewNew Peak	Aug '26

US Small Blend	305.18	-0.3%	-0.1%	2.4%	6.1%	10.5%	29.2%	8.9%	19.1%	57.8%	46.4%	43.5%	86.2%	-0.3%	Aug '26
US Small Growth	388.02	-0.5%	-0.1%	0.9%	4.2%	14.6%	33.7%	12.9%	20.3%	64.4%	33.1%	34.9%	91.5%	-1.5%	Jun '26
US Small Value	224.29	-0.5%	-1.2%	2.0%	6.6%	12.6%	41.8%	12.4%	24.6%	60.9%	51.5%	45.4%	83.2%	-1.2%	Aug '26

Foreign Large Blend	108.01	-0.5%	0.6%	3.5%	5.8%	4.6%	24.1%	31.6%	14.3%	64.6%	56.3%	56.8%	117.9%	-0.5%	Aug '26
Foreign Growth	125.97	-0.2%	1.1%	2.7%	4.5%	3.5%	17.7%	20.7%	11.5%	43.1%	23.8%	23.2%	86.7%	-0.2%	Aug '26
Foreign Value	81.65	-0.7%	0.2%	4.2%	7.1%	5.8%	30.6%	42.2%	17.4%	87.9%	93.8%	96.6%	152.2%	-0.7%	Aug '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	23.01	0.07%	0.2%	1.3%	1.8%	3.3%	2.6%	3.6%	2.5%	20.5%	31.0%	28.5%	34.4%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.57	0.02%	0.1%	0.4%	1.1%	2.1%	4.9%	5.2%	2.7%	19.8%	27.0%	26.7%	29.0%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.50	0%	0.2%	0.8%	0.8%	2.2%	4.4%	6.9%	1.2%	22.3%	30.4%	28.4%	34.9%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.32	0.10%	0.2%	0.6%	1.5%	3.1%	6.9%	8.9%	3.6%	33.4%	58.0%	52.5%	45.6%	NewNew Peak	Aug '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	60.35	-0.08%	-0.4%	1.5%	4.4%	10.2%	21.1%	17.7%	13.6%	84.2%	115.2%	111.9%	134.0%	-0.4%	Aug '26
Int’l Min Volatility- Franklin	42.95	0.05%	0.6%	3.9%	7.0%	7.8%	32.6%	27.1%	18.9%	87.6%	115.7%	112.1%	127.7%	-0.2%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.27	-0.4%	-3.4%	0.4%	1.5%	8.9%	25.2%	3.0%	16.5%	73.4%	115.1%	117.5%	123.5%	-4.7%	Jun '26
Small Value- Avantis	127.00	0.09%	-1.4%	2.5%	7.1%	10.9%	39.6%	7.4%	25.3%	61.0%	81.7%	69.6%	94.6%	-1.4%	Aug '26
Mid Value- Pacer Cash Cows	70.02	1.1%	2.7%	9.3%	10.9%	9.1%	29.3%	9.0%	16.9%	43.6%	71.8%	61.6%	74.8%	NewNew Peak	Aug '26
Growth- S&P Momentum	148.70	-0.7%	-1.6%	-3.3%	2.0%	23.8%	28.1%	26.6%	25.2%	160.3%	157.3%	143.1%	198.8%	-8.0%	Jun '26
Invesco S&P Quality	85.99	0.02%	-1.3%	-2.4%	3.9%	7.8%	21.3%	13.2%	15.3%	74.3%	81.7%	71.5%	126.0%	-4.6%	Jun '26
Rotation Factor- BlackRock	69.95	-0.06%	0.5%	2.7%	6.1%	13.6%	24.9%	20.0%	15.6%	98.7%	104.6%	95.3%	164.6%	-0.1%	Aug '26
US Min Volatility- Fidelity	73.64	0.3%	0.7%	5.0%	7.5%	8.6%	17.6%	11.8%	11.2%	52.1%	61.2%	51.3%	84.5%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.64	0.10%	0.5%	2.2%	5.3%	1.4%	11.4%	8.1%	5.6%	31.7%	43.0%	36.7%	56.1%	NewNew Peak	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	17.52	0%	0.2%	0.6%	1.6%	9.2%	10.7%	6.5%	10.8%	31.3%	45.3%	43.5%	43.0%	-0.1%	Aug '26
Multistrategy- AQR	14.93	0.5%	0.9%	2.0%	1.5%	3.6%	13.5%	16.4%	6.6%	45.2%	77.1%	75.0%	56.4%	NewNew Peak	Aug '26
Long Short- AQR	21.90	0.9%	1.4%	5.2%	5.5%	4.5%	18.1%	34.4%	3.5%	95.5%	188.2%	167.2%	154.8%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.42	-0.13%	0.3%	2.3%	5.1%	13.9%	23.3%	18.3%	13.8%	78.2%	89.6%	92.4%	93.1%	-0.1%	Aug '26
Multi Strategy- Variant	25.81	0%	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.4%	20.5%	42.9%	38.3%	29.7%	NewNew Peak	Aug '26
Long Short- First Trust	75.89	-0.01%	0.1%	1.6%	2.8%	6.8%	14.6%	9.1%	7.3%	47.0%	62.6%	54.1%	70.4%	NewNew Peak	Aug '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)	357.52	0.9%	-5.3%	0.1%	-8.0%	15.1%	78.4%	66.0%	14.4%	178.4%	164.7%	148.8%	269.7%	-11.1%	May '26
Meta (Communications)	594.92	0.5%	1.2%	-11.1%	-0.6%	-10.9%	-22.1%	13.1%	-9.7%	99.0%	66.7%	77.3%	370.7%	-24.4%	Aug '25
Amazon (Cyclical)	278.09	1.3%	0.2%	13.3%	3.4%	36.3%	25.7%	5.2%	20.5%	100.9%	68.9%	63.2%	146.3%	-2.1%	Aug '26
Tesla (Cyclical)	330.88	0.7%	1.1%	-18.9%	-25.6%	-22.7%	-2.4%	11.4%	-26.4%	36.4%	40.2%	-17.3%	52.3%	-32.5%	Dec '25
Procter & Gamble (Defensive)	146.44	0.4%	-1.1%	0.3%	2.9%	-7.1%	-2.7%	-12.3%	4.5%	0.9%	16.8%	1.6%	30.7%	-14.5%	Dec '24
PepsiCo (Defensive)	137.73	-0.9%	-1.0%	0.3%	-6.8%	-17.0%	-1.2%	-1.8%	-2.2%	-16.9%	4.1%	-8.0%	-7.9%	-21.5%	May '23
Coca-Cola (Defensive)	86.87	-0.2%	0.4%	4.0%	11.2%	12.0%	26.3%	15.6%	25.9%	55.1%	77.5%	67.3%	76.0%	-2.5%	Jul '26
Exxon Mobil (Energy)	159.79	4.4%	3.8%	15.1%	7.5%	4.1%	55.8%	16.0%	34.6%	58.0%	229.1%	193.8%	83.9%	-6.2%	Mar '26
Chevron (Energy)	194.91	4.5%	2.4%	10.5%	6.5%	6.9%	32.3%	10.1%	30.3%	34.7%	132.7%	95.7%	44.0%	-6.8%	Mar '26
JPMorgan Chase (Financial)	359.79	0.6%	0.6%	6.9%	20.5%	16.9%	26.6%	37.3%	13.2%	148.8%	153.0%	150.6%	279.2%	NewNew Peak	Aug '26
Visa (Financial)	361.32	-0.3%	-2.2%	3.5%	11.8%	10.0%	8.4%	11.8%	3.5%	53.7%	59.6%	68.9%	108.7%	-2.5%	Aug '26
Mastercard (Financial)	563.17	0.04%	-1.4%	6.9%	13.3%	5.1%	-1.2%	9.0%	-0.9%	45.1%	59.3%	56.2%	103.2%	-5.4%	Aug '25
Bank of America (Financial)	63.86	1.1%	1.5%	7.0%	27.0%	19.9%	41.4%	28.0%	17.4%	120.0%	72.1%	54.8%	135.3%	NewNew Peak	Aug '26
UnitedHealth (Health)	408.74	0.4%	0.3%	-3.7%	6.9%	48.5%	66.3%	-33.1%	25.5%	-14.5%	9.4%	-11.8%	-12.2%	-31.9%	Nov '24
Johnson & Johnson (Health)	261.81	1.0%	2.7%	1.9%	18.9%	9.9%	54.4%	47.5%	27.9%	64.4%	73.4%	73.5%	79.4%	-2.0%	Jul '26
Eli Lilly (Health)	1231.94	3.9%	10.4%	3.6%	27.6%	21.8%	95.3%	40.2%	15.0%	138.2%	389.0%	372.2%	291.1%	-0.3%	Jul '26
Union Pacific (Industrials)	292.24	-0.3%	-1.4%	1.8%	11.5%	12.4%	36.1%	3.9%	27.7%	36.2%	44.5%	30.8%	65.9%	-4.9%	Jul '26
Honeywell (Industrials)	242.93	-1.3%	-2.4%	7.3%	6.3%	-3.6%	16.0%	-6.4%	20.0%	36.7%	16.4%	30.7%	54.1%	-6.1%	Mar '26
Nvidia (IT)	217.55	-2.9%	2.6%	3.1%	-0.7%	14.6%	19.7%	38.9%	16.8%	433.5%	1008.2%	624.5%	1796.4%	-7.6%	May '26
Broadcom (IT)	422.40	-1.3%	1.0%	5.6%	-1.3%	23.7%	40.0%	50.6%	22.5%	427.8%	859.5%	590.0%	938.4%	-12.1%	Jun '26
Adobe (IT)	272.96	2.9%	6.0%	22.1%	10.9%	6.1%	-18.2%	-21.3%	-22.0%	-46.3%	-56.4%	-51.6%	-4.6%	-57.0%	Feb '24
Oracle (IT)	151.05	2.7%	3.6%	7.4%	-21.8%	-3.2%	-39.5%	18.1%	-21.8%	38.4%	80.3%	83.2%	148.2%	-53.5%	Sep '25
salesforce.com (IT)	197.51	2.5%	3.4%	20.9%	11.6%	7.3%	-14.4%	-20.2%	-25.1%	-3.7%	-17.1%	-21.3%	41.2%	-45.6%	Dec '24
Linde PLC (Materials)	492.46	0.5%	1.6%	-7.0%	-2.1%	6.0%	6.1%	3.2%	16.2%	34.0%	72.0%	54.6%	90.5%	-9.9%	Jul '26
Sherwin-Williams (Materials)	362.71	-1.9%	0.3%	8.6%	16.3%	-0.7%	3.2%	-3.8%	12.5%	36.1%	25.5%	11.5%	86.3%	-8.0%	Nov '24
American Tower (Real Estate)	169.11	-2.0%	-3.5%	0.3%	-3.8%	-4.5%	-14.8%	-0.9%	-1.8%	0.4%	-28.7%	-31.6%	4.6%	-25.3%	Sep '24
Prologis Inc. (Real Estate)	138.76	-1.0%	-0.2%	-1.5%	-3.0%	0.7%	37.6%	25.1%	10.4%	23.6%	24.3%	-3.7%	55.3%	-7.5%	Jul '26
NextEra Energy (Utilities)	84.70	0.06%	-2.9%	-3.7%	-10.0%	-6.0%	20.3%	15.5%	7.0%	34.3%	17.3%	4.4%	29.5%	-12.8%	Apr '26
Duke Energy (Utilities)	121.19	-2.9%	-2.5%	-3.4%	-2.1%	-1.5%	-0.1%	12.7%	5.2%	45.0%	37.2%	39.4%	63.1%	-8.4%	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	15.99	-0.2%	-0.2%	0.2%	0.6%	1.3%	6.4%	9.4%	2.9%	24.3%	11.0%	11.5%	33.6%	-0.4%	Jun '26
Moderate-60% Stock	69.92	-0.3%	0.0%	1.2%	2.3%	5.5%	15.7%	16.4%	8.9%	48.7%	39.4%	36.8%	73.6%	-0.3%	Aug '26
Mod Agg-80% Stock	56.40	-0.2%	0.1%	1.7%	3.2%	7.4%	20.4%	19.6%	12.0%	61.5%	52.5%	48.8%	95.4%	-0.2%	Aug '26
Aggressive-90% Stock	34.99	-0.2%	0.1%	1.5%	3.4%	10.0%	25.1%	20.9%	15.6%	67.5%	56.9%	52.0%	103.0%	-0.2%	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	64069.49	0.3%	0.0%	-0.1%	-21.6%	-4.4%	-46.0%	-6.3%	-26.8%	117.9%	40.5%	37.9%	234.4%	-48.6%	Oct '25
Ethereum	1879.01	0.4%	0.6%	4.6%	-19.7%	-3.2%	-55.5%	-11.0%	-36.7%	1.7%	-40.6%	-50.0%	45.1%	-61.1%	Aug '25
BNB	599.59	0.1%	1.1%	4.3%	-10.5%	-1.3%	-25.7%	23.1%	-30.5%	150.1%	53.1%	17.1%	121.3%	-54.2%	Oct '25
Solana	76.03	0.05%	3.1%	-2.6%	-21.9%	-4.1%	-56.5%	-34.2%	-38.9%	209.3%	82.1%	-55.4%	144.0%	-71.0%	Jan '25
Bitcoin ETF	36.23	-1.5%	-0.4%	0.0%	-22.0%	-5.4%	-46.4%	-6.4%	-27.0%	-	-	-	-	-49.2%	Oct '25
Grayscale Bitcoin (hi fee)	49.53	-1.5%	-0.4%	-0.1%	-22.2%	-6.0%	-47.1%	-7.6%	-27.5%	176.6%	41.1%	60.0%	389.1%	-49.7%	Oct '25
Bloomberg Commodities	24.49	2.8%	4.9%	6.5%	-3.9%	15.0%	38.5%	14.9%	25.4%	44.6%	66.0%	59.2%	38.1%	-5.5%	May '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	5.24	0.6%	1.0%	3.4%	5.2%	8.9%	8.3%	1.1%	8.3%	22.7%	162.5%	160.1%	35.0%	-0.6%	Jul '26
10yr Treasury rate	4.70	0.8%	1.6%	2.8%	6.6%	12.6%	10.0%	-9.0%	12.9%	12.7%	253.6%	188.6%	20.4%	-5.8%	Oct '23
5yr Treasury rate	4.40	1.0%	1.7%	2.3%	8.3%	17.7%	15.2%	-15.0%	18.4%	2.3%	449.3%	222.7%	7.1%	-11.2%	Oct '23
13-week T-bill	3.72	0.2%	-0.3%	0.6%	3.3%	3.3%	-10.3%	-15.7%	4.8%	-29.4%	8162.2%	6915.1%	5.2%	-30.5%	Oct '23
Crude Oil	82.17	0.05%	8.4%	15.1%	-16.2%	27.1%	28.5%	-19.9%	43.1%	-1.2%	18.7%	8.0%	-5.8%	-27.3%	Apr '26
Gold	4478.90	2.7%	9.4%	9.1%	-5.1%	-11.7%	33.6%	64.5%	3.5%	134.1%	155.9%	148.9%	168.1%	-15.8%	Jan '26
USD/EUR	0.87	0.03%	-0.1%	-1.1%	2.0%	3.0%	0.6%	-11.4%	1.7%	-	1.7%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	159.20	0.00%	1.0%	-1.5%	1.2%	3.1%	7.5%	-0.4%	1.8%	-	44.2%	38.3%	8.5%	-2.8%	Jul '26
S&P 500 Volatility Index	15.46	3.8%	-6.3%	2.9%	-15.9%	-12.4%	-4.9%	-13.8%	3.4%	4.2%	-4.4%	-6.9%	-53.9%	-70.5%	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	50.36	-0.12%	-0.4%	-0.1%	0.4%	0.8%	3.5%	6.1%	1.4%	18.4%	18.7%	18.9%	24.1%	-0.4%	Aug '26
Interm Muni- JPMorgan	49.81	-0.2%	0.1%	-0.8%	-0.2%	-0.4%	4.5%	4.3%	0.7%	11.3%	4.8%	5.1%	16.7%	-1.2%	Jul '26
Interm Bond- Janus MSB	44.25	-0.4%	-0.5%	-0.6%	-1.1%	-1.1%	3.9%	8.8%	-0.2%	15.9%	2.7%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	75.40	-0.4%	-0.4%	-0.4%	-0.8%	-1.2%	1.8%	8.5%	-0.7%	14.7%	-0.5%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.91	-0.11%	-0.1%	0.1%	1.1%	2.7%	6.2%	8.2%	3.0%	29.4%	34.7%	32.1%	38.9%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.95	-0.2%	-0.1%	-0.1%	0.8%	-0.2%	3.6%	8.2%	1.1%	19.2%	14.7%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	71.73	-0.9%	-1.2%	-2.0%	-2.8%	-3.5%	-0.1%	7.2%	-2.4%	12.3%	-14.6%	-13.7%	21.9%	-5.3%	Oct '25
Long CA Muni- PIMCO	9.33	-0.11%	0.2%	-0.7%	0.0%	0.2%	6.1%	4.4%	1.4%	14.1%	5.5%	5.4%	21.1%	-1.1%	Jul '26
Long Muni- iShares	56.79	-0.07%	0.4%	-0.7%	-0.1%	-0.6%	5.1%	3.4%	0.5%	9.7%	2.4%	2.5%	14.4%	-1.3%	Feb '26

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