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S&P 500

Return

79.8%

[

20.4%

annualized]

Dec 30 2022 - Feb 26 2026

-1.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.3%

[

13.5%

annualized]

Dec 30 2022 - Feb 26 2026

-1.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

51.8%

[

14.1%

annualized]

Dec 30 2022 - Feb 26 2026

-1.6%

Below
Peak
Jan '26

Performance Range:

As of Feb 26 03:30 PM EDT, next update at 03:40 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	6902.57	-0.6%	0.6%	-0.7%	1.3%	6.8%	15.9%	16.4%	0.8%	73.9%	81.1%	43.9%	93.0%	-1.1%	Jan '26
DJIA (Large Value)	49504.27	0.04%	0.2%	0.2%	4.4%	9.0%	14.0%	13.0%	3.0%	50.8%	60.0%	35.3%	69.5%	-1.4%	Feb '26
Russell 2000 (Small Cap)	2674.31	0.4%	0.3%	0.6%	7.6%	13.4%	23.0%	11.3%	7.8%	41.5%	21.5%	17.7%	58.5%	-1.6%	Jan '26
NASDAQ Comp (Tech/Growth)	22833.67	-1.4%	0.7%	-3.3%	-1.6%	6.0%	19.7%	20.4%	-1.8%	100.4%	73.1%	44.2%	119.2%	-4.7%	Oct '25
Aggregate Bond	101.18	0.1%	0.3%	1.3%	1.2%	3.8%	6.3%	7.2%	1.6%	16.2%	1.9%	2.1%	19.3%	New Peak	Feb '26
Corp Bond	111.68	0.02%	0.0%	1.0%	0.8%	3.8%	6.6%	7.9%	1.7%	20.3%	1.7%	0.5%	27.4%	New Peak	Feb '26
High Yield Bond	80.86	-0.07%	-0.1%	0.1%	1.3%	2.9%	7.0%	8.6%	0.8%	30.2%	22.5%	17.4%	37.4%	-0.2%	Feb '26
Preferred	31.58	-0.4%	-0.4%	-0.4%	3.5%	2.9%	5.6%	4.9%	2.6%	17.4%	13.3%	3.8%	27.4%	-0.8%	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	52.94	-0.2%	0.2%	5.8%	19.7%	16.3%	21.8%	9.9%	16.7%	38.3%	59.0%	28.4%	64.8%	-1.3%	Feb '26
Consumer Discretionary/Cyclical	117.01	-0.07%	0.7%	-4.3%	-0.2%	0.5%	9.5%	7.4%	-2.0%	66.8%	51.2%	15.1%	73.2%	-6.0%	Jan '26
Financial Services	52.50	1.2%	0.7%	-1.7%	-0.5%	-1.5%	4.7%	14.9%	-4.1%	54.5%	77.1%	42.2%	83.0%	-6.9%	Jan '26
Real Estate	95.57	0.7%	1.5%	5.7%	5.9%	6.5%	7.1%	3.3%	8.0%	25.7%	30.9%	-2.9%	42.5%	New Peak	Feb '26
Communication Services	116.82	0.3%	1.5%	-0.8%	2.4%	6.0%	16.5%	23.1%	-0.8%	126.6%	71.4%	55.7%	153.9%	-2.7%	Jan '26
Energy	55.22	0.6%	0.1%	12.2%	24.8%	27.3%	28.1%	7.9%	23.5%	44.3%	176.8%	122.5%	54.1%	New Peak	Feb '26
Industrials	176.78	0.7%	0.2%	7.5%	16.1%	16.3%	32.7%	19.3%	14.0%	84.5%	110.5%	79.4%	119.4%	-0.3%	Feb '26
Technology	140.48	-1.8%	0.2%	-3.8%	-0.8%	7.1%	22.4%	24.6%	-2.4%	111.0%	123.5%	65.2%	147.0%	-7.5%	Oct '25
Consumer Staples/Defensive	88.88	-0.1%	1.4%	7.4%	13.5%	12.0%	11.4%	1.5%	14.4%	32.5%	60.0%	28.2%	43.4%	-1.0%	Feb '26
Healthcare	157.40	-0.3%	0.1%	-0.4%	-0.2%	15.9%	8.4%	14.5%	1.7%	28.7%	51.4%	20.5%	36.3%	-1.4%	Jan '26
Utilities	47.17	-0.4%	2.3%	10.0%	5.6%	12.2%	21.6%	16.0%	10.5%	55.3%	88.1%	50.3%	69.5%	-0.4%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
All World	147.84	-0.5%	1.0%	1.5%	5.9%	11.6%	23.7%	22.4%	4.5%	76.9%	74.5%	49.2%	102.7%	-0.5%	Feb '26
MSCI Emerging Markets	62.67	-1.0%	2.7%	5.9%	17.2%	26.6%	43.6%	34.0%	14.5%	76.3%	31.2%	40.5%	97.9%	-1.0%	Feb '26
FTSE Europe	90.40	-0.09%	1.4%	3.3%	12.7%	16.0%	31.7%	35.8%	8.1%	67.9%	73.7%	49.7%	119.4%	-0.1%	Feb '26
MSCI Japan	92.58	0.2%	1.5%	9.4%	15.4%	21.8%	39.4%	25.9%	14.7%	82.0%	53.3%	52.8%	108.2%	-1.5%	Feb '26
MSCI India	52.63	-0.2%	0.6%	2.3%	-3.7%	0.2%	7.4%	2.7%	-2.6%	36.2%	38.0%	14.0%	31.0%	-10.4%	Sep '24
MSCI China	59.12	-2.6%	-2.6%	-5.7%	-3.3%	-2.9%	9.1%	31.0%	-1.6%	34.0%	-24.0%	4.4%	59.9%	-10.7%	Oct '25
International Bond	49.10	0.1%	0.3%	1.4%	1.3%	2.8%	3.8%	2.9%	1.8%	16.7%	2.9%	3.3%	19.6%	New Peak	Feb '26
iShares Latin America	36.78	-1.5%	0.9%	4.7%	21.8%	41.7%	66.2%	52.7%	20.8%	81.1%	98.9%	109.2%	87.7%	-1.5%	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	633.41	-0.6%	0.6%	-0.6%	1.6%	7.4%	17.3%	17.8%	1.0%	81.2%	94.6%	52.8%	102.4%	-1.0%	Jan '26
US Large Growth	453.34	-1.1%	0.6%	-3.8%	-4.4%	1.6%	14.3%	18.3%	-4.2%	101.9%	95.5%	51.1%	121.9%	-7.7%	Oct '25
US Large Value	225.38	0.1%	0.6%	2.9%	8.6%	13.3%	19.3%	15.7%	7.1%	54.8%	73.0%	44.9%	75.8%	New Peak	Feb '26

US MidCap Blend	306.74	0.7%	1.2%	2.3%	6.1%	7.0%	15.6%	11.6%	5.7%	50.2%	52.6%	29.0%	72.0%	New Peak	Feb '26
US MidCap Growth	279.37	0.9%	1.5%	-1.4%	-0.5%	-2.6%	8.2%	10.7%	0.1%	48.9%	32.9%	14.4%	68.9%	-6.1%	Oct '25
US MidCap Value	194.54	0.6%	1.1%	5.0%	10.8%	13.9%	20.6%	12.1%	9.7%	48.4%	70.2%	41.7%	71.3%	New Peak	Feb '26

US Small Blend	279.63	0.6%	0.5%	2.1%	9.0%	12.0%	18.8%	8.9%	8.4%	48.3%	42.6%	30.5%	69.4%	New Peak	Feb '26
US Small Growth	340.58	0.5%	0.7%	-1.5%	4.8%	11.4%	22.7%	12.9%	5.4%	50.2%	13.6%	18.2%	67.8%	-3.7%	Jan '26
US Small Value	200.87	0.6%	0.3%	3.1%	11.3%	17.3%	26.8%	12.4%	10.8%	43.7%	45.7%	29.4%	63.0%	New Peak	Feb '26

Foreign Large Blend	105.57	-0.08%	1.5%	5.1%	13.3%	17.0%	32.8%	31.6%	9.9%	68.5%	66.8%	50.8%	109.7%	-0.1%	Feb '26
Foreign Growth	123.20	-0.1%	1.3%	2.6%	10.3%	12.3%	21.4%	20.7%	8.1%	48.3%	35.0%	19.6%	81.1%	-0.1%	Feb '26
Foreign Value	79.85	-0.12%	1.6%	7.5%	16.5%	21.4%	44.3%	42.2%	11.8%	89.5%	101.2%	87.3%	140.2%	-0.1%	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	22.92		0.07%	-0.8%	-2.2%	-1.8%	-1.8%	1.2%	3.6%	-1.7%	22.0%	25.1%	23.2%	28.9%	-2.5%	Jan '26
Ultra Short- Janus AAA CLO	50.69		-0.09%	-0.1%	0.2%	1.2%	2.4%	4.9%	5.2%	0.6%	21.5%	25.0%	24.0%	26.3%	-0.1%	Feb '26
Bank Loan- Invesco	20.38		-0.2%	-1.3%	-2.2%	-1.5%	0.2%	3.7%	6.9%	-2.5%	23.3%	26.3%	23.8%	30.0%	-2.8%	Jan '26
Interval CEF- Cliffwater	10.50	p	EOD	0.0%	0.1%	1.4%	3.5%	7.7%	8.9%	0.6%	36.6%	60.3%	48.0%	41.4%	-0.1%	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	54.65		-0.7%	0.3%	-0.1%	3.7%	7.9%	19.4%	17.7%	2.4%	85.8%	121.4%	91.0%	110.9%	-1.0%	Feb '26
Int’l Min Volatility- Franklin	41.49		0.04%	1.7%	9.7%	14.9%	23.4%	36.3%	27.1%	12.7%	85.0%	134.2%	100.9%	115.7%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.43	p	EOD	-1.0%	-1.3%	5.2%	6.4%	11.3%	3.0%	4.8%	71.5%	113.1%	95.6%	101.1%	-3.9%	Feb '26
Small Value- Avantis	114.74		0.5%	-0.2%	5.8%	14.1%	16.7%	25.5%	7.4%	12.5%	50.0%	84.4%	52.3%	74.8%	-0.7%	Feb '26
Mid Value- Pacer Cash Cows	64.55		0.6%	0.7%	3.7%	9.7%	13.8%	14.8%	9.0%	7.3%	43.8%	97.4%	48.3%	60.4%	New Peak	Feb '26
Growth- S&P Momentum	119.78		-0.6%	0.3%	0.8%	0.7%	2.5%	20.8%	26.6%	0.4%	126.9%	142.2%	95.0%	139.6%	-3.3%	Oct '25
Invesco S&P Quality	80.51		-0.2%	1.0%	4.2%	8.6%	11.9%	16.2%	13.2%	7.3%	85.3%	102.3%	59.6%	110.4%	-0.2%	Feb '26
Rotation Factor- BlackRock	61.38		-0.9%	0.7%	0.2%	1.7%	7.8%	19.3%	20.0%	0.9%	104.5%	107.1%	70.6%	131.2%	-0.9%	Feb '26
US Min Volatility- Fidelity	68.11		0.2%	0.5%	0.0%	1.3%	6.3%	11.0%	11.8%	2.0%	54.8%	73.8%	38.8%	69.3%	-0.8%	Feb '26
Derivative Income- JPMorgan	59.56		0.09%	0.5%	2.2%	5.3%	8.4%	9.6%	8.1%	4.7%	40.4%	65.5%	35.6%	54.8%	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	15.95	p	EOD	-0.1%	0.9%	2.2%	-0.6%	5.9%	6.5%	0.9%	24.8%	35.4%	30.6%	30.2%	-0.8%	Feb '26
Multistrategy- AQR	14.59	p	EOD	0.9%	2.7%	5.1%	10.2%	14.7%	16.4%	4.1%	43.5%	82.9%	71.1%	52.9%	New Peak	Feb '26
Long Short- AQR	21.05	p	EOD	0.4%	1.1%	4.0%	11.8%	24.7%	34.4%	-0.5%	102.9%	216.6%	156.8%	144.9%	-1.1%	Dec '25
Mkt Neutral- BlackRock	14.83	p	EOD	1.5%	0.8%	5.3%	8.8%	19.3%	18.3%	1.7%	64.9%	68.6%	72.0%	72.6%	-0.2%	Feb '26
Multi Strategy- Variant	26.46	p	EOD	0.2%	0.8%	1.2%	3.4%	6.6%	7.2%	0.5%	22.0%	47.6%	34.5%	26.1%	New Peak	Feb '26
Long Short- First Trust	71.39		-0.5%	0.8%	-0.5%	0.2%	6.0%	8.9%	9.1%	0.6%	50.9%	64.9%	44.4%	59.7%	-1.0%	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)	307.24	-1.8%	1.4%	-7.8%	-3.9%	48.6%	78.6%	66.0%	-1.8%	247.3%	206.2%	113.5%	217.3%	-10.6%	Feb '26
Meta (Communications)	656.88	0.5%	1.9%	-2.3%	3.8%	-12.8%	-2.2%	13.1%	-0.5%	288.2%	156.8%	95.4%	418.8%	-16.7%	Aug '25
Amazon (Cyclical)	207.79	-1.4%	1.4%	-12.8%	-9.3%	-9.1%	-3.1%	5.2%	-10.0%	122.2%	34.4%	21.9%	84.0%	-18.2%	Nov '25
Tesla (Cyclical)	407.95	-2.3%	-0.9%	-6.3%	-4.4%	16.0%	40.3%	11.4%	-9.3%	107.2%	81.2%	2.0%	87.8%	-16.7%	Dec '25
Procter & Gamble (Defensive)	163.32	-0.04%	3.0%	9.3%	10.9%	6.2%	-2.0%	-12.3%	14.8%	26.6%	50.0%	11.6%	43.6%	-6.1%	Dec '24
PepsiCo (Defensive)	167.54	-1.0%	1.8%	14.9%	14.3%	16.2%	15.0%	-1.8%	16.7%	5.1%	51.3%	9.8%	9.9%	-6.3%	May '23
Coca-Cola (Defensive)	80.51	0.06%	2.0%	11.0%	11.3%	18.9%	17.1%	15.6%	15.2%	47.3%	91.0%	53.0%	60.9%	-0.3%	Feb '26
Exxon Mobil (Energy)	149.30	0.2%	-1.1%	11.5%	31.0%	36.0%	41.1%	16.0%	24.9%	49.3%	232.6%	172.7%	70.7%	-3.4%	Feb '26
Chevron (Energy)	184.65	0.2%	-0.1%	11.3%	24.7%	19.8%	24.4%	10.1%	22.3%	29.1%	127.4%	83.7%	35.2%	-0.4%	Feb '26
JPMorgan Chase (Financial)	306.65	1.1%	-0.5%	1.9%	0.1%	3.7%	20.9%	37.3%	-4.4%	133.6%	136.6%	111.6%	220.1%	-8.4%	Jan '26
Visa (Financial)	316.46	1.1%	-0.8%	-3.5%	-5.0%	-9.5%	-9.1%	11.8%	-9.6%	47.5%	54.6%	47.6%	82.4%	-14.7%	Jun '25
Mastercard (Financial)	513.39	0.8%	-1.3%	-2.6%	-5.6%	-13.0%	-8.0%	9.0%	-9.9%	47.9%	49.3%	41.9%	84.7%	-14.0%	Aug '25
Bank of America (Financial)	52.29	1.2%	-0.9%	0.5%	-0.8%	5.2%	21.8%	28.0%	-4.9%	65.4%	70.0%	25.4%	90.6%	-8.7%	Jan '26
UnitedHealth (Health)	287.33	1.1%	-0.9%	-18.3%	-12.3%	-3.1%	-36.5%	-33.1%	-13.0%	-37.3%	-6.2%	-38.8%	-39.1%	-52.7%	Nov '24
Johnson & Johnson (Health)	243.47	-0.7%	-1.4%	9.9%	17.3%	38.8%	52.6%	47.5%	17.6%	69.8%	76.0%	59.6%	65.0%	-1.4%	Feb '26
Eli Lilly (Health)	1018.32	-1.0%	-0.5%	-4.0%	-7.6%	38.8%	12.1%	40.2%	-5.1%	223.7%	422.4%	289.7%	222.7%	-8.1%	Nov '25
Union Pacific (Industrials)	266.33	0.8%	1.3%	15.4%	16.1%	21.0%	11.1%	3.9%	15.1%	47.3%	44.0%	18.0%	49.7%	-0.1%	Feb '26
Honeywell (Industrials)	241.49	-0.3%	0.3%	9.2%	27.1%	15.8%	23.9%	-6.4%	23.8%	41.6%	39.6%	34.9%	58.9%	-1.0%	Feb '26
Nvidia (IT)	184.68	-5.6%	-1.7%	-1.0%	2.5%	1.6%	40.7%	38.9%	-1.0%	693.9%	1250.4%	514.3%	1508.0%	-10.8%	Oct '25
Broadcom (IT)	317.82	-4.4%	-4.8%	-2.2%	-19.9%	7.0%	50.6%	50.6%	-8.2%	475.4%	651.9%	417.2%	678.5%	-22.9%	Dec '25
Adobe (IT)	258.60	0.3%	-0.2%	-15.1%	-18.6%	-27.1%	-41.4%	-21.3%	-26.1%	-19.3%	-43.7%	-54.2%	-9.6%	-59.3%	Feb '24
Oracle (IT)	149.30	1.0%	-4.6%	-18.2%	-27.0%	-36.0%	-12.6%	18.1%	-23.2%	74.6%	147.8%	79.8%	143.6%	-54.3%	Sep '25
salesforce.com (IT)	199.28	3.9%	7.6%	-13.1%	-12.5%	-18.0%	-34.7%	-20.2%	-24.8%	24.4%	-6.8%	-21.0%	41.8%	-45.4%	Dec '24
Linde PLC (Materials)	497.96	-2.0%	1.6%	9.4%	22.5%	4.0%	9.3%	3.2%	16.8%	49.0%	118.4%	55.3%	91.4%	-2.0%	Feb '26
Sherwin-Williams (Materials)	359.35	0.6%	0.5%	3.2%	4.6%	-1.7%	0.8%	-3.8%	10.9%	66.6%	65.3%	9.9%	83.7%	-9.3%	Nov '24
American Tower (Real Estate)	184.85	1.3%	0.0%	3.0%	3.0%	-9.2%	-4.7%	-0.9%	5.3%	4.5%	-1.0%	-26.7%	12.1%	-19.9%	Sep '24
Prologis Inc. (Real Estate)	142.42	1.7%	2.4%	12.6%	12.0%	30.0%	20.7%	25.1%	11.6%	29.0%	65.4%	-2.6%	57.0%	New Peak	Feb '26
NextEra Energy (Utilities)	92.28	-3.0%	0.7%	8.0%	7.9%	25.1%	34.0%	15.5%	14.9%	38.1%	42.0%	12.2%	39.1%	-3.6%	Feb '26
Duke Energy (Utilities)	129.52	0.5%	2.5%	10.0%	5.8%	6.9%	15.3%	12.7%	11.4%	50.2%	83.7%	47.7%	72.9%	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	16.14	p	EOD	0.4%	1.3%	2.4%	5.4%	9.5%	9.4%	2.3%	26.7%	14.1%	10.8%	32.8%	New Peak	Feb '26
Moderate-60% Stock	67.46		-0.2%	0.7%	1.6%	4.6%	8.9%	17.4%	16.4%	3.8%	50.4%	43.9%	30.3%	65.5%	-0.2%	Feb '26
Mod Agg-80% Stock	53.27	p	EOD	1.2%	2.0%	6.2%	11.1%	21.9%	19.6%	5.0%	63.2%	57.3%	39.5%	83.2%	New Peak	Feb '26
Aggressive-90% Stock	32.14	p	EOD	1.6%	2.6%	7.8%	13.2%	24.6%	20.9%	6.2%	65.9%	60.8%	39.6%	86.4%	New Peak	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	67636.69	-0.5%	1.0%	-23.4%	-25.3%	-39.5%	-19.8%	-6.3%	-22.7%	191.6%	46.0%	45.6%	253.1%	-45.8%	Oct '25
Ethereum	2029.98	-1.2%	4.2%	-30.6%	-33.0%	-55.9%	-12.9%	-11.0%	-31.6%	26.2%	40.4%	-46.0%	56.8%	-58.0%	Aug '25
BNB	624.16	-0.8%	2.8%	-29.0%	-30.0%	-27.7%	2.2%	23.1%	-27.7%	106.6%	181.6%	21.9%	130.3%	-52.4%	Oct '25
Solana	86.51	-1.6%	5.0%	-30.3%	-39.5%	-55.8%	-35.8%	-34.2%	-30.5%	275.3%	536.7%	-49.2%	177.6%	-67.0%	Jan '25
Bitcoin ETF	38.31	-2.3%	0.6%	-22.8%	-24.9%	-39.3%	-20.1%	-6.4%	-22.8%	-	-	-	-	-46.3%	Oct '25
Grayscale Bitcoin (hi fee)	52.67	-2.3%	0.7%	-22.9%	-25.2%	-39.7%	-21.0%	-7.6%	-22.9%	408.8%	35.0%	70.2%	420.2%	-46.5%	Oct '25
Bloomberg Commodities	21.56	0.04%	1.5%	0.1%	11.6%	20.9%	19.4%	14.9%	10.4%	30.1%	62.9%	40.2%	21.5%	-3.5%	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	4.67	-0.5%	-0.7%	-2.8%	0.5%	-4.9%	3.6%	1.1%	-3.5%	18.6%	114.0%	131.6%	20.2%	-8.5%	Oct '23
10yr Treasury rate	4.02	-0.8%	-1.4%	-4.7%	0.5%	-5.7%	-5.5%	-9.0%	-3.5%	1.7%	175.1%	146.7%	2.9%	-19.5%	Oct '23
5yr Treasury rate	3.58	-1.0%	-1.8%	-6.2%	0.3%	-4.2%	-12.1%	-15.0%	-3.7%	-14.9%	361.7%	162.5%	-12.9%	-27.8%	Oct '23
13-week T-bill	3.59	0%	-0.2%	0.4%	-4.4%	-12.2%	-14.4%	-15.7%	1.2%	-23.7%	10151.4%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	65.28	-0.2%	-1.7%	7.7%	11.3%	3.2%	-4.9%	-19.9%	13.7%	-14.5%	6.1%	-14.2%	-25.2%	-30.3%	Sep '23
Gold	5212.10	0.11%	4.7%	2.6%	25.1%	53.8%	78.7%	64.5%	20.5%	188.2%	201.6%	189.7%	212.0%	-2.0%	Jan '26
EUR/USD	1.18	0.2%	0.1%	-0.5%	2.1%	1.4%	12.2%	12.9%	0.5%	11.4%	-2.9%	3.8%	21.6%	-1.8%	Jan '26
USD/JPY	156.09	0.1%	0.9%	0.6%	-0.1%	5.9%	4.7%	-0.4%	-0.2%	15.9%	46.7%	35.6%	6.4%	-3.4%	Jul '24
S&P 500 Volatility Index	18.79	4.8%	-7.1%	16.3%	9.3%	28.5%	-1.6%	-13.8%	25.7%	-13.3%	-32.8%	13.2%	-44.0%	-64.1%	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	51.04		0.02%	0.1%	0.6%	1.2%	2.6%	5.6%	6.1%	0.8%	20.5%	19.2%	18.2%	23.5%	New Peak	Feb '26
Interm Muni- JPMorgan	51.28		0.09%	0.3%	1.3%	2.0%	5.5%	4.8%	4.3%	1.8%	14.4%	9.1%	6.2%	17.9%	New Peak	Feb '26
Interm Bond- Janus MSB	46.38		0.12%	0.4%	1.4%	2.1%	5.4%	8.0%	8.8%	2.0%	18.3%	5.4%	5.6%	22.8%	New Peak	Feb '26
Interm Bond- Vanguard	78.80		0.1%	0.3%	1.5%	1.0%	3.6%	7.5%	8.5%	1.5%	18.6%	3.2%	3.7%	21.8%	New Peak	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	-0.1%	-0.6%	0.9%	2.7%	6.3%	8.2%	0.3%	30.4%	36.8%	28.6%	35.2%	-0.6%	Jan '26
Int’l Bond- JPMorgan	49.42		0.03%	0.3%	1.1%	2.1%	4.2%	7.9%	8.2%	1.9%	21.4%	17.2%	15.9%	30.2%	New Peak	Feb '26
Long Bond- Vanguard	77.26		-0.02%	-0.2%	1.0%	0.5%	4.6%	5.4%	7.2%	2.3%	17.8%	-6.8%	-9.5%	27.7%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.55	p	EOD	0.2%	1.2%	1.4%	5.4%	3.3%	3.3%	1.4%	13.6%	4.8%	1.6%	16.8%	New Peak	Feb '26
Long Muni- iShares	58.35		0.03%	0.3%	1.2%	1.9%	6.0%	4.7%	3.4%	1.8%	13.3%	6.0%	3.8%	15.8%	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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