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S&P 500

Return

79.3%

[

20.5%

annualized]

Dec 30 2022 - Feb 18 2026

-1.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.9%

[

13.8%

annualized]

Dec 30 2022 - Feb 18 2026

-1.0%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.6%

[

14.0%

annualized]

Dec 30 2022 - Feb 18 2026

-2.4%

Below
Peak
Jan '26

Performance Range:

As of Feb 18 03:50 PM EDT, next update at 04:00 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	6882.36	0.6%	-0.9%	-0.8%	4.0%	6.7%	12.3%	16.4%	0.5%	68.7%	75.8%	43.5%	92.4%	-1.4%	Jan '26
DJIA (Large Value)	49686.58	0.3%	-0.9%	0.7%	7.8%	10.6%	11.5%	13.0%	3.4%	46.9%	57.8%	35.8%	70.1%	-1.0%	Feb '26
Russell 2000 (Small Cap)	2652.59	0.2%	-0.6%	-0.9%	12.9%	15.6%	15.8%	11.3%	6.9%	36.3%	19.6%	16.7%	57.2%	-2.4%	Jan '26
NASDAQ Comp (Tech/Growth)	22761.86	0.8%	-1.3%	-3.2%	1.5%	5.2%	13.6%	20.4%	-2.1%	93.1%	64.2%	43.8%	118.5%	-5.0%	Oct '25
Aggregate Bond	100.86	-0.1%	0.6%	1.1%	1.8%	4.1%	7.8%	7.2%	1.3%	14.8%	0.8%	1.8%	18.9%	-0.1%	Feb '26
Corp Bond	111.54	-0.1%	0.8%	1.3%	2.2%	4.1%	8.5%	7.9%	1.6%	18.8%	0.1%	0.3%	27.2%	-0.1%	Feb '26
High Yield Bond	80.93	0.1%	0.1%	0.3%	2.5%	3.6%	7.6%	8.6%	0.9%	29.6%	21.1%	17.4%	37.5%	New Peak	Feb '26
Preferred	31.75	-0.3%	0.5%	0.5%	5.1%	3.8%	6.5%	4.9%	3.1%	16.9%	12.8%	4.4%	28.1%	-0.3%	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	53.05	0.7%	-1.1%	9.0%	24.7%	19.7%	18.9%	9.9%	17.0%	38.4%	59.0%	28.7%	65.2%	-1.1%	Feb '26
Consumer Discretionary/Cyclical	117.10	0.9%	-0.6%	-4.3%	4.5%	2.2%	4.3%	7.4%	-1.9%	59.5%	42.9%	15.2%	73.3%	-6.0%	Jan '26
Financial Services	52.63	0.8%	-0.2%	-3.3%	2.8%	0.9%	2.3%	14.9%	-3.9%	51.7%	79.1%	42.6%	83.4%	-6.7%	Jan '26
Real Estate	94.35	-1.2%	1.1%	1.9%	6.7%	8.1%	6.6%	3.3%	6.6%	19.3%	28.4%	-4.1%	40.7%	-1.2%	Feb '26
Communication Services	114.68	0.2%	-1.8%	-0.4%	2.9%	4.2%	10.7%	23.1%	-2.6%	114.0%	64.5%	52.9%	149.3%	-4.5%	Jan '26
Energy	54.76	1.9%	-0.4%	14.8%	21.3%	31.0%	24.0%	7.9%	22.5%	43.4%	191.0%	120.6%	52.8%	-0.4%	Feb '26
Industrials	175.18	0.06%	0.2%	5.0%	17.3%	16.9%	28.1%	19.3%	12.9%	78.0%	111.2%	77.8%	117.4%	New Peak	Feb '26
Technology	140.96	1.1%	-1.4%	-3.2%	1.2%	6.2%	17.1%	24.6%	-2.1%	106.0%	115.1%	65.7%	147.9%	-7.2%	Oct '25
Consumer Staples/Defensive	88.06	-0.2%	-0.4%	7.2%	15.1%	9.1%	11.8%	1.5%	13.4%	29.6%	52.6%	27.0%	42.1%	-1.6%	Feb '26
Healthcare	157.51	0.09%	0.8%	1.1%	3.7%	16.9%	10.9%	14.5%	1.8%	25.4%	47.3%	20.5%	36.3%	-1.3%	Jan '26
Utilities	45.58	-1.7%	2.2%	5.0%	2.9%	8.4%	17.4%	16.0%	6.8%	45.9%	70.2%	45.2%	63.8%	-2.0%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	146.63	0.4%	-0.7%	1.1%	7.7%	10.9%	20.1%	22.4%	3.6%	70.5%	67.4%	48.0%	101.0%	-0.7%	Feb '26
MSCI Emerging Markets	61.15	0.5%	-0.7%	5.7%	14.8%	23.5%	40.1%	34.0%	11.8%	66.0%	20.3%	37.1%	93.1%	-0.7%	Feb '26
FTSE Europe	89.49	0.3%	0.0%	3.9%	13.9%	14.9%	30.5%	35.8%	7.0%	61.5%	68.5%	48.2%	117.1%	New Peak	Feb '26
MSCI Japan	91.42	-0.5%	-2.7%	6.9%	17.5%	18.2%	36.4%	25.9%	13.2%	75.3%	45.6%	50.9%	105.5%	-2.7%	Feb '26
MSCI India	53.33	0.10%	-0.4%	0.9%	-2.4%	-0.3%	7.6%	2.7%	-1.3%	33.5%	33.5%	15.5%	32.8%	-9.3%	Sep '24
MSCI China	60.99	0.6%	-1.5%	-2.4%	-1.1%	2.8%	15.5%	31.0%	1.5%	31.4%	-28.1%	7.8%	64.9%	-7.8%	Oct '25
International Bond	48.90	0.00%	0.4%	1.0%	1.2%	2.6%	4.1%	2.9%	1.4%	15.5%	1.9%	2.9%	19.1%	New Peak	Feb '26
iShares Latin America	36.11	0.2%	-2.7%	11.1%	22.7%	41.0%	56.1%	52.7%	18.6%	72.4%	79.5%	105.4%	84.3%	-2.7%	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	631.29	0.5%	-0.8%	-0.8%	4.3%	7.4%	13.6%	17.8%	0.7%	75.8%	88.7%	52.3%	101.7%	-1.3%	Jan '26
US Large Growth	452.36	0.7%	-1.2%	-3.9%	-1.7%	0.9%	9.1%	18.3%	-4.4%	95.6%	85.2%	50.8%	121.4%	-7.9%	Oct '25
US Large Value	224.31	0.5%	-0.2%	2.4%	11.4%	14.2%	16.7%	15.7%	6.6%	50.3%	71.4%	44.2%	75.0%	-0.2%	Feb '26

US MidCap Blend	303.82	0.6%	0.4%	1.1%	7.9%	7.0%	11.2%	11.6%	4.7%	44.5%	48.1%	27.8%	70.4%	New Peak	Feb '26
US MidCap Growth	275.89	0.8%	0.3%	-3.3%	0.7%	-3.6%	1.2%	10.7%	-1.2%	42.2%	26.0%	13.0%	66.7%	-7.3%	Oct '25
US MidCap Value	193.04	0.5%	0.4%	4.2%	13.1%	14.9%	18.7%	12.1%	8.8%	43.4%	69.3%	40.6%	70.0%	New Peak	Feb '26

US Small Blend	278.10	0.7%	0.0%	0.9%	13.7%	13.5%	12.9%	8.9%	7.8%	43.4%	40.6%	29.8%	68.5%	-0.3%	Feb '26
US Small Growth	337.69	0.7%	-0.4%	-3.4%	10.3%	12.6%	14.3%	12.9%	4.5%	44.7%	8.9%	17.2%	66.4%	-4.5%	Jan '26
US Small Value	199.71	0.02%	-0.4%	2.2%	17.0%	20.7%	20.9%	12.4%	10.2%	38.6%	47.3%	28.7%	62.1%	-0.6%	Feb '26

Foreign Large Blend	104.33	0.11%	-0.6%	4.8%	14.5%	15.4%	31.0%	31.6%	8.6%	61.9%	60.5%	49.1%	107.2%	-0.6%	Feb '26
Foreign Growth	122.22	0.3%	-0.4%	2.5%	11.4%	10.6%	19.0%	20.7%	7.3%	42.4%	28.0%	18.6%	79.7%	-0.4%	Feb '26
Foreign Value	78.61	-0.06%	-0.8%	7.0%	17.4%	19.9%	43.0%	42.2%	10.1%	82.2%	96.5%	84.4%	136.5%	-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	23.12		0.2%	-0.1%	-1.1%	-0.7%	-0.7%	2.0%	3.6%	-0.8%	22.8%	27.7%	24.3%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.75		0.05%	0.1%	0.4%	1.5%	2.7%	5.2%	5.2%	0.7%	21.3%	25.2%	24.2%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.68		0.1%	0.0%	-1.3%	0.4%	2.0%	5.1%	6.9%	-1.0%	24.7%	27.7%	25.6%	31.9%	-1.3%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	0.1%	0.3%	1.6%	3.7%	7.9%	8.9%	0.6%	36.6%	60.6%	48.0%	41.4%	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	54.63		0.6%	-0.7%	0.3%	7.2%	8.2%	15.3%	17.7%	2.4%	81.8%	123.8%	90.9%	110.9%	-1.0%	Feb '26
Int’l Min Volatility- Franklin	40.66		0.3%	0.1%	7.0%	14.6%	21.7%	33.4%	27.1%	10.4%	80.0%	129.1%	96.9%	111.4%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.37	p	EOD	-2.2%	-3.4%	9.3%	6.8%	5.8%	3.0%	4.5%	68.4%	116.4%	95.2%	100.6%	-4.2%	Feb '26
Small Value- Avantis	115.10		0.4%	-0.1%	6.1%	20.8%	21.5%	19.2%	7.4%	12.9%	46.6%	91.1%	52.7%	75.3%	-0.1%	Feb '26
Mid Value- Pacer Cash Cows	64.32		0.7%	-0.3%	4.3%	11.7%	15.0%	12.2%	9.0%	6.9%	41.1%	94.2%	47.7%	59.8%	-0.3%	Feb '26
Growth- S&P Momentum	119.47		0.5%	-0.9%	-0.4%	3.4%	2.2%	16.8%	26.6%	0.1%	123.9%	129.4%	94.5%	139.0%	-3.6%	Oct '25
Invesco S&P Quality	79.97		0.4%	-0.4%	3.2%	11.0%	11.6%	14.0%	13.2%	6.6%	80.4%	95.6%	58.5%	108.9%	-0.4%	Feb '26
Rotation Factor- BlackRock	61.10		0.5%	-1.2%	0.0%	3.9%	7.7%	15.2%	20.0%	0.5%	98.8%	101.3%	69.8%	130.1%	-1.4%	Feb '26
US Min Volatility- Fidelity	67.83		0.2%	-0.8%	0.1%	4.1%	6.3%	9.6%	11.8%	1.6%	50.3%	67.8%	38.2%	68.6%	-1.2%	Feb '26
Derivative Income- JPMorgan	59.33		0.2%	0.1%	2.2%	7.5%	8.7%	8.7%	8.1%	4.3%	37.2%	61.3%	35.0%	54.2%	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	15.98	p	EOD	-0.4%	1.3%	1.5%	-0.1%	5.7%	6.5%	1.1%	25.6%	32.2%	30.9%	30.4%	-0.6%	Feb '26
Multistrategy- AQR	14.33	p	EOD	-0.6%	2.1%	3.5%	8.8%	12.7%	16.4%	2.3%	42.5%	77.4%	68.0%	50.1%	-0.6%	Feb '26
Long Short- AQR	20.78	p	EOD	-0.8%	0.8%	3.9%	10.6%	22.5%	34.4%	-1.8%	102.3%	216.0%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	14.48	p	EOD	-0.6%	-1.2%	2.9%	7.1%	16.9%	18.3%	-0.7%	60.5%	67.0%	67.9%	68.5%	-2.6%	Feb '26
Multi Strategy- Variant	26.41	p	EOD	0.2%	0.6%	1.3%	3.4%	6.5%	7.2%	0.3%	21.9%	47.7%	34.2%	25.8%	New Peak	Feb '26
Long Short- First Trust	71.14		0.4%	-0.3%	-0.4%	1.7%	6.2%	6.0%	9.1%	0.2%	47.8%	61.1%	43.9%	59.1%	-1.4%	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)	302.71	0.2%	-2.7%	-8.3%	6.6%	49.0%	65.4%	66.0%	-3.3%	223.3%	189.7%	110.4%	212.6%	-11.9%	Feb '26
Meta (Communications)	642.48	0.5%	-3.9%	3.6%	7.6%	-16.2%	-10.0%	13.1%	-2.7%	274.2%	140.2%	91.1%	407.4%	-18.6%	Aug '25
Amazon (Cyclical)	205.08	2.0%	0.5%	-14.2%	-7.8%	-11.4%	-9.5%	5.2%	-11.2%	111.0%	23.2%	20.3%	81.6%	-19.3%	Nov '25
Tesla (Cyclical)	411.10	0.11%	-4.0%	-6.0%	2.5%	22.7%	16.1%	11.4%	-8.6%	97.4%	56.6%	2.8%	89.2%	-16.1%	Dec '25
Procter & Gamble (Defensive)	156.73	-1.8%	-2.0%	9.2%	7.4%	2.1%	-2.7%	-12.3%	10.1%	20.8%	37.3%	7.1%	37.8%	-9.8%	Dec '24
PepsiCo (Defensive)	164.12	1.4%	-3.0%	12.2%	11.4%	11.9%	18.4%	-1.8%	14.4%	2.8%	41.5%	7.6%	7.6%	-8.2%	May '23
Coca-Cola (Defensive)	79.28	-0.4%	0.9%	12.5%	12.1%	16.4%	18.2%	15.6%	13.4%	44.3%	81.5%	50.6%	58.5%	-0.4%	Feb '26
Exxon Mobil (Energy)	150.62	3.0%	-2.5%	16.7%	27.4%	43.3%	41.5%	16.0%	26.0%	49.9%	250.7%	175.1%	72.2%	-2.5%	Feb '26
Chevron (Energy)	183.58	1.7%	-1.2%	10.4%	19.5%	20.8%	21.7%	10.1%	20.5%	26.8%	135.7%	80.9%	33.1%	-1.2%	Feb '26
JPMorgan Chase (Financial)	309.52	0.8%	-0.4%	-0.9%	3.8%	7.2%	12.8%	37.3%	-3.5%	133.6%	141.4%	113.6%	223.1%	-7.5%	Jan '26
Visa (Financial)	321.13	0.5%	-2.5%	-2.0%	0.2%	-5.9%	-9.3%	11.8%	-8.2%	46.9%	59.1%	49.8%	85.1%	-13.5%	Jun '25
Mastercard (Financial)	528.78	1.3%	-1.6%	-2.0%	0.4%	-9.2%	-6.5%	9.0%	-7.2%	49.0%	60.8%	46.1%	90.2%	-11.5%	Aug '25
Bank of America (Financial)	53.26	1.0%	-1.1%	0.6%	3.7%	12.4%	17.1%	28.0%	-3.2%	63.0%	75.8%	27.7%	94.1%	-7.0%	Jan '26
UnitedHealth (Health)	289.19	0.03%	3.7%	-12.6%	-7.2%	-5.0%	-40.8%	-33.1%	-12.4%	-38.8%	-4.5%	-38.4%	-38.7%	-52.4%	Nov '24
Johnson & Johnson (Health)	244.59	0.5%	1.5%	11.9%	23.1%	40.7%	61.3%	47.5%	18.2%	65.9%	70.1%	60.3%	65.8%	New Peak	Feb '26
Eli Lilly (Health)	1015.88	-1.9%	0.2%	-2.0%	-1.2%	46.0%	19.4%	40.2%	-5.3%	216.3%	430.9%	288.7%	221.9%	-8.3%	Nov '25
Union Pacific (Industrials)	264.10	0.5%	0.5%	15.1%	20.3%	21.5%	7.7%	3.9%	14.2%	40.6%	42.7%	17.0%	48.4%	New Peak	Feb '26
Honeywell (Industrials)	241.67	-0.4%	-0.4%	10.2%	26.2%	19.2%	25.9%	-6.4%	23.9%	35.8%	39.5%	35.0%	59.1%	-0.7%	Feb '26
Nvidia (IT)	187.93	1.6%	-1.1%	0.9%	3.6%	3.3%	34.9%	38.9%	0.8%	779.6%	1170.9%	525.1%	1536.3%	-9.2%	Oct '25
Broadcom (IT)	334.14	0.5%	-2.5%	-5.0%	-1.7%	9.7%	47.5%	50.6%	-3.5%	486.8%	668.6%	443.8%	718.4%	-18.9%	Dec '25
Adobe (IT)	262.67	0.9%	2.1%	-11.3%	-19.0%	-26.5%	-43.4%	-21.3%	-25.0%	-26.4%	-46.2%	-53.5%	-8.2%	-58.6%	Feb '24
Oracle (IT)	156.09	1.4%	-0.7%	-18.3%	-29.0%	-37.1%	-12.3%	18.1%	-19.7%	85.4%	169.3%	88.0%	154.7%	-52.3%	Sep '25
salesforce.com (IT)	187.57	1.8%	1.4%	-17.4%	-19.5%	-22.9%	-42.6%	-20.2%	-29.2%	14.9%	-23.1%	-25.7%	33.4%	-48.6%	Dec '24
Linde PLC (Materials)	486.23	0.8%	4.0%	10.8%	17.7%	2.3%	5.8%	3.2%	14.0%	57.3%	108.5%	51.6%	86.8%	New Peak	Feb '26
Sherwin-Williams (Materials)	365.66	-0.6%	-0.4%	2.2%	12.9%	2.1%	4.5%	-3.8%	12.8%	64.8%	57.8%	11.8%	86.9%	-7.7%	Nov '24
American Tower (Real Estate)	185.89	-3.7%	3.0%	1.3%	3.4%	-6.8%	1.5%	-0.9%	5.9%	-2.2%	-5.7%	-26.3%	12.8%	-19.5%	Sep '24
Prologis Inc. (Real Estate)	139.61	-1.5%	-0.2%	4.8%	13.6%	34.6%	19.2%	25.1%	9.4%	22.5%	51.8%	-4.5%	53.9%	-1.5%	Feb '26
NextEra Energy (Utilities)	90.89	-2.0%	-0.5%	8.7%	8.1%	21.8%	36.8%	15.5%	13.2%	30.4%	27.9%	10.5%	37.0%	-3.1%	Feb '26
Duke Energy (Utilities)	125.02	-1.3%	0.7%	5.8%	1.8%	4.7%	16.7%	12.7%	7.6%	41.3%	69.6%	42.6%	66.9%	-2.5%	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	p	EOD	0.2%	1.1%	3.0%	5.1%	9.7%	9.4%	1.8%	24.6%	12.2%	10.3%	32.1%	New Peak	Feb '26
Moderate-60% Stock	67.03		0.2%	-0.1%	1.4%	5.8%	8.6%	15.9%	16.4%	3.1%	46.3%	40.2%	29.5%	64.4%	-0.1%	Feb '26
Mod Agg-80% Stock	52.49	p	EOD	-0.8%	1.1%	7.0%	9.8%	18.4%	19.6%	3.5%	57.0%	51.1%	37.4%	80.5%	-0.8%	Feb '26
Aggressive-90% Stock	31.50	p	EOD	-1.0%	1.2%	8.3%	11.1%	19.5%	20.9%	4.1%	58.2%	53.3%	36.8%	82.7%	-1.0%	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	66447.32	-1.6%	-0.8%	-30.4%	-28.5%	-42.8%	-30.5%	-6.3%	-24.1%	170.5%	28.6%	43.0%	246.8%	-46.7%	Oct '25
Ethereum	1949.47	-2.1%	0.5%	-40.8%	-37.6%	-54.8%	-27.0%	-11.0%	-34.3%	15.0%	0.6%	-48.2%	50.5%	-59.6%	Aug '25
BNB	605.06	-2.0%	-0.4%	-35.5%	-35.1%	-28.6%	-6.5%	23.1%	-29.9%	93.1%	208.8%	18.1%	123.3%	-53.8%	Oct '25
Solana	81.44	-4.4%	2.8%	-43.8%	-42.1%	-55.5%	-51.8%	-34.2%	-34.6%	251.5%	806.8%	-52.2%	161.3%	-68.9%	Jan '25
Bitcoin ETF	37.67	-1.9%	-1.6%	-30.5%	-28.5%	-43.0%	-29.6%	-6.4%	-24.1%	-	-	-	-	-47.2%	Oct '25
Grayscale Bitcoin (hi fee)	51.80	-1.9%	-1.7%	-30.5%	-28.7%	-43.3%	-30.5%	-7.6%	-24.2%	370.0%	8.4%	67.3%	411.5%	-47.4%	Oct '25
Bloomberg Commodities	21.11	2.2%	-0.9%	4.1%	8.9%	19.7%	14.0%	14.9%	8.1%	26.3%	59.5%	37.2%	19.0%	-5.5%	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	4.71	0.5%	-2.2%	-2.8%	-0.8%	-4.8%	-1.2%	1.1%	-2.8%	21.0%	126.7%	133.4%	21.2%	-7.8%	Oct '23
10yr Treasury rate	4.08	0.7%	-2.2%	-3.6%	-1.1%	-6.0%	-10.2%	-9.0%	-2.0%	6.6%	216.9%	150.6%	4.5%	-18.2%	Oct '23
5yr Treasury rate	3.64	0.7%	-2.6%	-4.8%	-1.3%	-5.4%	-17.0%	-15.0%	-2.1%	-9.7%	565.1%	167.0%	-11.4%	-26.5%	Oct '23
13-week T-bill	3.60	0.3%	0.1%	1.3%	-4.5%	-12.6%	-14.5%	-15.7%	1.6%	-23.0%	15565.2%	6698.1%	2.0%	-32.6%	Oct '23
Crude Oil	65.22	4.6%	0.9%	9.7%	7.4%	2.8%	-9.2%	-19.9%	13.6%	-14.6%	7.8%	-14.3%	-25.3%	-30.4%	Sep '23
Gold	5005.10	2.5%	-1.3%	9.1%	23.2%	50.2%	70.7%	64.5%	15.7%	172.0%	182.2%	178.2%	199.7%	-5.9%	Jan '26
EUR/USD	1.18	-0.5%	-0.9%	1.5%	1.7%	1.0%	12.4%	12.9%	0.3%	10.5%	-2.2%	3.6%	21.4%	-1.9%	Jan '26
USD/JPY	154.79	0.8%	0.2%	-2.4%	-0.3%	4.7%	2.2%	-0.4%	-1.0%	15.5%	46.2%	34.4%	5.5%	-4.2%	Jul '24
S&P 500 Volatility Index	19.75	-2.7%	11.9%	24.5%	-20.0%	31.8%	28.7%	-13.8%	32.1%	-1.3%	-12.2%	19.0%	-41.2%	-62.3%	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	50.98		-0.02%	0.2%	0.6%	1.4%	2.8%	5.7%	6.1%	0.7%	20.2%	18.7%	18.1%	23.3%	New Peak	Feb '26
Interm Muni- JPMorgan	51.12		0.05%	0.4%	0.9%	1.8%	5.3%	5.4%	4.3%	1.5%	13.5%	6.9%	5.9%	17.5%	New Peak	Feb '26
Interm Bond- Janus MSB	46.15		-0.2%	0.6%	1.1%	2.5%	5.5%	9.4%	8.8%	1.5%	16.5%	4.5%	5.1%	22.1%	-0.3%	Feb '26
Interm Bond- Vanguard	78.48		-0.2%	0.6%	1.3%	1.6%	3.8%	8.9%	8.5%	1.1%	17.0%	1.6%	3.3%	21.3%	-0.2%	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	0.1%	-0.3%	1.7%	3.2%	6.9%	8.2%	0.4%	30.7%	36.4%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.31		-0.01%	0.3%	1.1%	2.4%	3.8%	8.1%	8.2%	1.7%	20.8%	15.9%	15.6%	29.9%	New Peak	Feb '26
Long Bond- Vanguard	77.29		-0.2%	1.2%	1.5%	2.7%	5.1%	8.4%	7.2%	2.4%	16.3%	-8.3%	-9.5%	27.8%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.53	p	EOD	0.3%	0.7%	1.2%	5.5%	4.1%	3.3%	1.2%	12.7%	2.8%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.17		-0.01%	0.3%	0.8%	1.8%	6.0%	5.5%	3.4%	1.5%	12.3%	4.3%	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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