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S&P 500

Return

65.3%

[

16.7%

annualized]

Dec 30 2022 - Mar 30 2026

-9.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

36.6%

[

10.1%

annualized]

Dec 30 2022 - Mar 30 2026

-9.8%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

37.1%

[

10.2%

annualized]

Dec 30 2022 - Mar 30 2026

-11.2%

Below
Peak
Jan '26

Performance Range:

As of Mar 30 02:30 PM EDT, next update at 02:40 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	6347.21	-0.3%	-3.6%	-7.7%	-8.0%	-5.1%	13.7%	16.4%	-7.3%	56.7%	60.3%	32.3%	77.4%	-9.0%	Jan '26
DJIA (Large Value)	45268.97	0.2%	-2.0%	-7.6%	-6.4%	-2.4%	8.9%	13.0%	-5.8%	37.8%	36.9%	23.7%	55.0%	-9.8%	Feb '26
Russell 2000 (Small Cap)	2414.88	-1.4%	-3.2%	-8.3%	-3.4%	-0.9%	19.4%	11.3%	-2.7%	36.6%	10.0%	6.3%	43.1%	-11.2%	Jan '26
NASDAQ Comp (Tech/Growth)	20797.08	-0.7%	-5.2%	-8.3%	-11.2%	-8.2%	20.1%	20.4%	-10.5%	73.1%	59.4%	31.4%	99.6%	-13.2%	Oct '25
Aggregate Bond	99.04	0.5%	0.0%	-2.0%	-0.4%	0.7%	4.3%	7.2%	-0.2%	11.4%	1.3%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	108.32	0.6%	-0.2%	-2.7%	-1.4%	-0.7%	4.4%	7.9%	-1.0%	13.6%	0.7%	-2.2%	24.0%	-2.7%	Feb '26
High Yield Bond	78.85	0.2%	-0.7%	-1.8%	-1.3%	0.0%	6.1%	8.6%	-1.2%	25.8%	19.1%	15.0%	34.6%	-2.2%	Feb '26
Preferred	30.18	0.07%	-0.9%	-3.8%	-2.2%	-2.1%	3.7%	4.9%	-1.9%	17.6%	5.6%	-0.7%	21.9%	-5.1%	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	49.24	0.7%	3.6%	-7.4%	8.2%	10.9%	18.0%	9.9%	9.1%	31.6%	37.3%	20.0%	54.0%	-7.8%	Feb '26
Consumer Discretionary/Cyclical	105.69	0.01%	-4.0%	-9.4%	-12.0%	-11.4%	8.1%	7.4%	-11.3%	48.7%	32.0%	4.2%	56.7%	-14.9%	Jan '26
Financial Services	48.33	1.1%	-1.9%	-5.5%	-12.0%	-9.5%	-0.3%	14.9%	-11.3%	59.5%	53.6%	31.6%	69.3%	-13.9%	Jan '26
Real Estate	87.62	0.7%	-1.0%	-7.5%	-0.7%	-2.3%	1.6%	3.3%	0.1%	21.6%	14.7%	-10.0%	32.1%	-7.7%	Mar '26
Communication Services	108.03	0.9%	-4.2%	-8.2%	-8.4%	-8.1%	14.2%	23.1%	-7.9%	96.2%	55.6%	44.5%	135.6%	-9.7%	Jan '26
Energy	62.17	-0.6%	4.3%	11.9%	39.2%	41.3%	38.9%	7.9%	40.0%	66.6%	202.4%	152.1%	74.6%	-0.6%	Mar '26
Industrials	156.90	-1.4%	-3.8%	-11.2%	0.6%	2.4%	22.2%	19.3%	1.4%	64.3%	71.4%	59.7%	95.2%	-12.1%	Mar '26
Technology	127.43	-1.9%	-7.0%	-8.1%	-12.3%	-9.3%	24.2%	24.6%	-11.4%	74.8%	102.5%	50.0%	124.4%	-16.0%	Oct '25
Consumer Staples/Defensive	82.22	0.5%	1.3%	-8.1%	5.8%	6.4%	5.1%	1.5%	6.4%	20.4%	36.8%	19.2%	33.4%	-8.1%	Feb '26
Healthcare	143.78	0.4%	-0.7%	-9.9%	-7.3%	4.2%	1.3%	14.5%	-6.7%	18.0%	33.7%	10.5%	25.0%	-9.9%	Feb '26
Utilities	46.07	1.1%	2.9%	-2.8%	8.0%	7.2%	21.5%	16.0%	8.7%	50.3%	68.6%	47.8%	66.7%	-2.8%	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	134.24	-0.2%	-3.3%	-8.9%	-5.7%	-2.0%	17.4%	22.4%	-5.1%	56.9%	54.4%	35.5%	84.1%	-9.7%	Feb '26
MSCI Emerging Markets	54.67	-1.0%	-4.6%	-12.6%	-0.4%	3.9%	27.9%	34.0%	-0.1%	49.1%	15.8%	22.6%	72.6%	-13.6%	Feb '26
FTSE Europe	79.90	0.6%	-1.4%	-11.0%	-4.4%	1.5%	16.2%	35.8%	-4.0%	45.2%	49.1%	32.9%	94.8%	-11.3%	Feb '26
MSCI Japan	81.79	0.4%	-2.1%	-11.5%	1.0%	5.8%	23.6%	25.9%	1.3%	54.2%	33.5%	35.0%	83.9%	-13.0%	Feb '26
MSCI India	45.35	-1.0%	-4.8%	-13.2%	-15.5%	-12.9%	-11.6%	2.7%	-16.1%	17.8%	16.2%	-1.8%	12.9%	-22.8%	Sep '24
MSCI China	54.94	0.2%	-1.2%	-7.0%	-9.3%	-15.5%	2.9%	31.0%	-8.5%	18.1%	-24.6%	-2.9%	48.6%	-17.0%	Oct '25
International Bond	47.80	0.3%	-0.4%	-2.6%	-0.8%	-0.4%	2.3%	2.9%	-0.6%	11.6%	0.5%	0.7%	16.7%	-2.6%	Feb '26
iShares Latin America	33.96	0.2%	0.3%	-6.9%	10.8%	20.4%	49.8%	52.7%	11.5%	66.3%	78.3%	93.2%	73.3%	-9.0%	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	581.27	-0.3%	-3.8%	-7.9%	-8.0%	-4.8%	14.8%	17.8%	-7.3%	62.7%	71.5%	40.2%	85.8%	-9.1%	Jan '26
US Large Growth	410.85	-0.5%	-5.3%	-8.7%	-13.8%	-12.1%	14.4%	18.3%	-13.1%	73.6%	76.5%	37.1%	101.3%	-16.3%	Oct '25
US Large Value	209.65	-0.2%	-1.6%	-6.7%	-0.7%	3.9%	14.5%	15.7%	0.0%	47.6%	51.8%	35.3%	64.2%	-6.7%	Feb '26

US MidCap Blend	281.10	-0.6%	-2.6%	-8.2%	-4.0%	-3.9%	10.6%	11.6%	-3.1%	41.6%	37.1%	18.2%	57.7%	-8.5%	Feb '26
US MidCap Growth	249.24	-1.2%	-5.0%	-10.5%	-11.7%	-15.0%	2.6%	10.7%	-10.7%	32.7%	21.5%	2.1%	50.6%	-16.3%	Oct '25
US MidCap Value	181.70	-0.1%	-0.8%	-6.5%	1.6%	4.6%	16.0%	12.1%	2.4%	46.4%	48.8%	32.3%	60.0%	-6.6%	Feb '26

US Small Blend	253.81	-1.0%	-3.2%	-8.4%	-2.6%	0.2%	15.7%	8.9%	-1.6%	42.2%	28.1%	18.5%	53.8%	-9.3%	Feb '26
US Small Growth	301.12	-2.0%	-4.9%	-10.2%	-7.5%	-5.7%	17.5%	12.9%	-6.7%	38.1%	5.8%	4.5%	48.4%	-14.8%	Jan '26
US Small Value	185.05	-0.8%	-1.2%	-6.1%	1.6%	5.6%	24.6%	12.4%	2.4%	45.5%	28.2%	19.6%	50.6%	-7.7%	Feb '26

Foreign Large Blend	94.14	0.4%	-1.8%	-10.7%	-2.4%	2.7%	18.2%	31.6%	-2.0%	45.8%	44.5%	34.5%	87.0%	-10.9%	Feb '26
Foreign Growth	107.72	0.11%	-3.3%	-12.4%	-5.9%	-3.9%	9.6%	20.7%	-5.4%	22.7%	16.8%	4.5%	58.4%	-12.7%	Feb '26
Foreign Value	72.44	0.8%	-0.3%	-9.2%	1.1%	9.2%	27.3%	42.2%	1.4%	71.6%	75.2%	69.9%	118.0%	-9.4%	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	22.95		0.3%	0.0%	1.4%	-1.2%	-0.9%	2.4%	3.6%	-0.9%	22.2%	28.8%	24.1%	29.8%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.53		0.05%	-0.1%	0.3%	0.7%	2.0%	5.1%	5.2%	0.6%	21.6%	25.0%	24.1%	26.3%	-0.1%	Mar '26
Bank Loan- Invesco	20.36		0.1%	-0.5%	1.3%	-1.5%	0.5%	5.4%	6.9%	-1.5%	24.2%	27.7%	25.0%	31.3%	-1.8%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	0.0%	0.3%	1.1%	3.1%	7.6%	8.9%	1.0%	36.6%	59.5%	48.6%	41.9%	-0.1%	Mar '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	49.69		-0.3%	-3.5%	-8.4%	-7.2%	-3.9%	16.0%	17.7%	-6.7%	68.0%	90.6%	74.1%	92.3%	-9.7%	Feb '26
Int’l Min Volatility- Franklin	39.97		1.0%	2.0%	-3.5%	8.5%	18.1%	29.5%	27.1%	9.0%	78.6%	109.9%	94.4%	108.7%	-3.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.72	p	EOD	-0.9%	-7.8%	-3.1%	-1.4%	11.2%	3.0%	-2.3%	65.5%	86.8%	82.5%	87.6%	-10.4%	Feb '26
Small Value- Avantis	108.33		-0.8%	0.1%	-3.9%	5.5%	9.5%	26.3%	7.4%	6.5%	56.4%	63.1%	44.1%	65.4%	-6.0%	Feb '26
Mid Value- Pacer Cash Cows	61.92		0.3%	-0.3%	-4.4%	2.4%	9.2%	16.4%	9.0%	3.2%	41.8%	66.6%	42.7%	54.3%	-4.4%	Feb '26
Growth- S&P Momentum	107.94		-2.1%	-5.8%	-9.4%	-10.1%	-10.4%	18.1%	26.6%	-9.3%	105.2%	119.9%	76.2%	116.6%	-12.6%	Oct '25
Invesco S&P Quality	73.53		-0.8%	-3.0%	-8.8%	-2.5%	1.0%	13.3%	13.2%	-1.7%	63.2%	79.2%	46.3%	92.8%	-8.8%	Feb '26
Rotation Factor- BlackRock	56.47		-0.6%	-4.0%	-7.2%	-7.5%	-4.1%	17.7%	20.0%	-6.9%	81.8%	84.9%	57.4%	113.3%	-8.6%	Feb '26
US Min Volatility- Fidelity	63.59		0.2%	-1.7%	-6.7%	-5.0%	-2.7%	7.3%	11.8%	-4.3%	41.6%	56.3%	30.1%	58.7%	-7.0%	Feb '26
Derivative Income- JPMorgan	55.67		0.2%	-1.6%	-6.5%	-2.1%	1.3%	6.8%	8.1%	-1.6%	30.1%	46.5%	27.5%	45.5%	-6.5%	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	16.46	p	EOD	0.6%	2.7%	3.9%	2.9%	10.0%	6.5%	4.1%	29.4%	37.2%	34.8%	34.3%	-0.8%	Mar '26
Multistrategy- AQR	14.38	p	EOD	0.1%	-1.5%	2.4%	5.5%	12.1%	16.4%	2.6%	46.9%	74.0%	68.6%	50.7%	-1.5%	Feb '26
Long Short- AQR	20.46	p	EOD	-0.3%	-2.8%	-3.5%	4.5%	19.7%	34.4%	-3.3%	102.7%	173.1%	149.6%	138.1%	-3.9%	Dec '25
Mkt Neutral- BlackRock	15.17	p	EOD	0.2%	1.3%	4.0%	7.0%	18.1%	18.3%	4.0%	67.2%	68.4%	75.9%	76.5%	-0.4%	Mar '26
Multi Strategy- Variant	26.64	p	EOD	0.1%	0.6%	1.3%	3.1%	6.7%	7.2%	1.2%	22.1%	47.7%	35.4%	26.9%	New Peak	Mar '26
Long Short- First Trust	69.59		0.3%	0.0%	-2.3%	-2.7%	-0.2%	10.6%	9.1%	-2.0%	43.1%	61.3%	40.8%	55.7%	-3.5%	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)	273.25	-0.4%	-9.5%	-12.3%	-12.9%	12.6%	77.7%	66.0%	-12.6%	173.1%	169.3%	90.0%	182.4%	-20.4%	Feb '26
Meta (Communications)	537.35	2.2%	-11.0%	-17.0%	-19.2%	-26.7%	-6.5%	13.1%	-18.5%	160.6%	88.0%	60.0%	324.8%	-31.8%	Aug '25
Amazon (Cyclical)	200.89	0.8%	-4.4%	-4.3%	-13.6%	-8.5%	4.2%	5.2%	-13.0%	97.0%	31.5%	17.9%	77.9%	-20.9%	Nov '25
Tesla (Cyclical)	355.73	-1.7%	-6.6%	-11.6%	-21.7%	-20.0%	35.0%	11.4%	-20.9%	82.2%	67.9%	-11.1%	63.7%	-27.4%	Dec '25
Procter & Gamble (Defensive)	144.98	1.6%	0.7%	-13.3%	1.4%	-4.3%	-11.4%	-12.3%	1.9%	6.1%	21.4%	-0.9%	27.5%	-16.6%	Dec '24
PepsiCo (Defensive)	158.11	3.3%	4.8%	-6.0%	10.7%	14.7%	10.2%	-1.8%	11.2%	-3.3%	29.5%	4.5%	4.6%	-10.8%	May '23
Coca-Cola (Defensive)	76.96	1.6%	2.5%	-5.0%	10.6%	17.7%	12.5%	15.6%	10.8%	36.1%	68.0%	47.2%	54.9%	-5.0%	Feb '26
Exxon Mobil (Energy)	172.72	1.0%	7.2%	13.3%	43.7%	55.6%	51.7%	16.0%	44.5%	74.7%	269.0%	215.4%	97.4%	New Peak	Mar '26
Chevron (Energy)	211.57	0.2%	3.1%	13.3%	40.3%	39.1%	33.1%	10.1%	40.2%	47.9%	146.0%	110.5%	54.9%	New Peak	Mar '26
JPMorgan Chase (Financial)	284.24	0.5%	-2.0%	-5.3%	-11.7%	-9.0%	19.4%	37.3%	-11.4%	137.0%	108.9%	96.1%	196.7%	-15.1%	Jan '26
Visa (Financial)	299.42	1.3%	-1.6%	-6.5%	-15.2%	-11.9%	-12.0%	11.8%	-14.4%	37.7%	46.6%	39.6%	72.6%	-19.3%	Jun '25
Mastercard (Financial)	492.24	1.7%	-1.6%	-4.8%	-14.6%	-13.2%	-8.4%	9.0%	-13.6%	39.4%	41.4%	36.0%	77.0%	-17.6%	Aug '25
Bank of America (Financial)	47.21	0.5%	-0.7%	-4.7%	-14.1%	-7.5%	17.0%	28.0%	-13.7%	80.3%	36.7%	13.8%	73.0%	-17.1%	Jan '26
UnitedHealth (Health)	260.76	0.7%	-3.3%	-10.4%	-20.9%	-23.4%	-48.0%	-33.1%	-20.4%	-41.2%	-24.0%	-44.0%	-44.3%	-56.8%	Nov '24
Johnson & Johnson (Health)	242.43	0.8%	3.0%	-2.4%	17.8%	32.3%	52.2%	47.5%	17.8%	72.8%	69.2%	59.7%	65.2%	-2.5%	Mar '26
Eli Lilly (Health)	887.24	1.0%	-2.6%	-15.7%	-17.7%	16.6%	8.7%	40.2%	-17.3%	166.3%	402.8%	239.5%	181.2%	-19.9%	Nov '25
Union Pacific (Industrials)	240.33	0.6%	0.8%	-9.3%	3.7%	2.8%	6.0%	3.9%	4.4%	29.8%	21.6%	7.0%	35.7%	-10.0%	Mar '26
Honeywell (Industrials)	223.85	0.3%	0.4%	-8.1%	14.6%	14.1%	15.3%	-6.4%	15.3%	33.9%	20.7%	25.7%	48.1%	-9.8%	Mar '26
Nvidia (IT)	165.70	-1.1%	-5.7%	-6.5%	-11.6%	-11.2%	51.1%	38.9%	-11.1%	505.7%	1190.6%	451.2%	1342.8%	-20.0%	Oct '25
Broadcom (IT)	291.70	-3.0%	-9.6%	-8.5%	-16.4%	-11.2%	73.9%	50.6%	-15.5%	379.0%	606.8%	375.7%	616.0%	-29.1%	Dec '25
Adobe (IT)	240.12	2.2%	-3.0%	-8.5%	-31.9%	-31.9%	-37.7%	-21.3%	-31.4%	-37.1%	-48.4%	-57.5%	-16.1%	-62.2%	Feb '24
Oracle (IT)	138.06	-1.1%	-10.5%	-5.0%	-29.8%	-50.7%	-1.0%	18.1%	-29.0%	58.1%	109.6%	66.3%	125.2%	-57.8%	Sep '25
salesforce.com (IT)	184.04	2.6%	-5.7%	-5.5%	-30.8%	-22.2%	-31.4%	-20.2%	-30.5%	-5.3%	-11.3%	-27.1%	30.9%	-49.6%	Dec '24
Linde PLC (Materials)	502.52	2.3%	5.1%	-0.8%	17.7%	6.5%	10.9%	3.2%	18.3%	48.6%	92.6%	57.2%	93.8%	-1.0%	Mar '26
Sherwin-Williams (Materials)	318.17	0.9%	1.3%	-12.1%	-2.2%	-7.7%	-5.5%	-3.8%	-1.6%	50.6%	33.7%	-2.5%	63.0%	-19.5%	Nov '24
American Tower (Real Estate)	171.98	1.5%	-2.6%	-10.4%	-2.7%	-9.7%	-17.4%	-0.9%	-2.0%	-5.4%	-16.0%	-31.8%	4.3%	-25.5%	Sep '24
Prologis Inc. (Real Estate)	129.02	0.09%	-1.0%	-8.8%	0.8%	14.5%	20.9%	25.1%	1.9%	16.4%	39.3%	-11.1%	43.3%	-8.9%	Mar '26
NextEra Energy (Utilities)	92.44	1.1%	2.4%	-1.4%	15.6%	24.1%	35.1%	15.5%	15.9%	31.7%	41.8%	13.2%	40.3%	-2.7%	Feb '26
Duke Energy (Utilities)	132.27	1.8%	3.9%	1.1%	13.4%	8.7%	14.7%	12.7%	13.8%	54.6%	66.9%	50.8%	76.5%	-0.9%	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	15.53	p	EOD	-0.9%	-3.9%	-1.8%	-0.2%	6.4%	9.4%	-1.5%	19.4%	10.0%	6.6%	27.8%	-3.9%	Feb '26
Moderate-60% Stock	63.14		0.03%	-1.9%	-6.3%	-3.3%	-0.5%	12.8%	16.4%	-2.9%	38.1%	32.7%	22.0%	54.9%	-6.6%	Feb '26
Mod Agg-80% Stock	49.01	p	EOD	-2.2%	-7.6%	-3.9%	-0.7%	15.9%	19.6%	-3.4%	47.4%	42.1%	28.3%	68.6%	-8.0%	Feb '26
Aggressive-90% Stock	29.25	p	EOD	-2.7%	-8.3%	-3.8%	-0.1%	18.1%	20.9%	-3.4%	47.7%	44.0%	27.1%	69.7%	-9.0%	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	66570.99	0.9%	-6.1%	1.0%	-24.7%	-41.6%	-21.1%	-6.3%	-23.9%	137.5%	13.0%	43.3%	247.5%	-46.6%	Oct '25
Ethereum	2032.53	2.5%	-5.6%	5.3%	-31.6%	-51.0%	7.2%	-11.0%	-31.5%	13.4%	10.1%	-46.0%	57.0%	-57.9%	Aug '25
BNB	610.93	0.9%	-4.3%	-0.5%	-29.0%	-39.4%	-1.4%	23.1%	-29.2%	93.0%	96.2%	19.3%	125.5%	-53.4%	Oct '25
Solana	82.83	1.7%	-9.4%	1.1%	-33.7%	-60.3%	-36.0%	-34.2%	-33.5%	303.0%	330.6%	-51.4%	165.8%	-68.4%	Jan '25
Bitcoin ETF	37.76	1.0%	-5.7%	1.5%	-24.2%	-41.9%	-20.6%	-6.4%	-23.9%	-	-	-	-	-47.0%	Oct '25
Grayscale Bitcoin (hi fee)	51.86	1.0%	-5.7%	1.4%	-24.4%	-42.2%	-21.6%	-7.6%	-24.1%	262.9%	13.0%	67.5%	412.1%	-47.3%	Oct '25
Bloomberg Commodities	24.21	0.5%	4.9%	11.0%	22.0%	30.6%	32.1%	14.9%	24.0%	47.0%	88.8%	57.4%	36.5%	-0.1%	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	4.91	-1.5%	-0.1%	5.9%	1.9%	3.7%	5.9%	1.1%	1.4%	31.0%	104.8%	143.4%	26.3%	-3.9%	Oct '23
10yr Treasury rate	4.35	-2.1%	0.3%	9.7%	5.2%	4.8%	2.1%	-9.0%	4.4%	22.4%	151.8%	167.0%	11.4%	-12.9%	Oct '23
5yr Treasury rate	3.98	-2.2%	0.8%	13.4%	8.1%	6.7%	0.0%	-15.0%	7.0%	8.7%	337.5%	191.6%	-3.2%	-19.8%	Oct '23
13-week T-bill	3.60	-0.2%	-0.4%	0.6%	1.6%	-6.4%	-14.1%	-15.7%	1.4%	-22.9%	27576.9%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	101.18	7.1%	2.9%	51.0%	78.3%	54.0%	45.9%	-19.9%	76.2%	38.2%	66.0%	33.0%	15.9%	New Peak	Mar '26
Gold	4521.30	3.3%	-1.1%	-13.6%	-0.2%	19.8%	46.5%	64.5%	4.5%	129.2%	161.0%	151.3%	170.7%	-15.0%	Jan '26
USD/EUR	0.87	0.2%	0.4%	2.3%	2.2%	-	-6.4%	-11.4%	1.8%	-6.0%	2.1%	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	159.70	0.2%	1.1%	2.5%	2.3%	-	5.9%	-0.4%	2.1%	21.9%	46.3%	38.7%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	30.68	-1.2%	17.3%	54.5%	114.1%	88.5%	41.7%	-13.8%	105.2%	61.3%	56.5%	84.8%	-8.6%	-41.4%	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	50.59		0.11%	0.0%	-0.6%	0.3%	1.5%	4.6%	6.1%	0.3%	19.3%	18.4%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	49.96		0.2%	-0.4%	-2.3%	-0.5%	0.8%	3.8%	4.3%	-0.5%	9.6%	6.1%	3.8%	15.2%	-2.3%	Feb '26
Interm Bond- Janus MSB	45.28		0.8%	0.1%	-2.2%	-0.3%	1.7%	5.5%	8.8%	0.0%	13.5%	3.7%	3.5%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	76.93		0.5%	-0.1%	-2.3%	-0.8%	0.5%	4.9%	8.5%	-0.6%	12.7%	2.7%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	-0.3%	-0.4%	-0.2%	0.8%	6.4%	8.2%	-0.4%	30.0%	35.0%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	47.49		0.2%	-0.5%	-3.5%	-1.8%	-0.7%	4.1%	8.2%	-1.7%	16.0%	13.1%	11.8%	25.6%	-3.5%	Feb '26
Long Bond- Vanguard	74.15		1.0%	-0.2%	-3.6%	-2.0%	-2.0%	3.7%	7.2%	-1.4%	10.1%	-7.6%	-12.8%	23.1%	-4.3%	Oct '25
Long CA Muni- PIMCO	9.30	p	EOD	-0.5%	-2.8%	-0.9%	-0.2%	2.6%	3.3%	-1.3%	8.8%	1.6%	-1.1%	13.7%	-2.8%	Feb '26
Long Muni- iShares	56.67		0.2%	-0.6%	-2.7%	-0.8%	0.8%	4.0%	3.4%	-0.9%	7.3%	2.7%	1.1%	12.8%	-2.7%	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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