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S&P 500

Return

60.4%

[

18.7%

annualized]

Dec 29 2023 - Sep 30 2026

DJIA (Large Value)

Return

35.1%

[

11.5%

annualized]

Dec 29 2023 - Sep 30 2026

Russell 2000 (Small Cap)

Return

38.0%

[

12.4%

annualized]

Dec 29 2023 - Sep 30 2026

Performance Range:

As of Sep 30 05:00 PM EDT, next update at 05:10 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7651.54	-0.3%	-0.7%	-0.8%	2.0%	20.6%	14.4%	16.4%	11.8%	78.4%	77.6%	24.5%	53.6%	-1.9%	Aug '26
DJIA (Large Value)	50906.05	-0.9%	-1.2%	-5.0%	-2.7%	12.6%	9.7%	13.0%	5.9%	51.9%	50.4%	14.1%	35.2%	-6.3%	Aug '26
Russell 2000 (Small Cap)	2796.86	-0.4%	-1.5%	-5.9%	-7.5%	15.9%	14.8%	11.3%	12.7%	56.7%	26.9%	22.5%	58.8%	-8.9%	Aug '26
NASDAQ Comp (Tech/Growth)	26861.06	0.2%	-0.3%	1.7%	2.5%	29.2%	18.5%	20.4%	15.6%	103.2%	85.9%	33.9%	75.9%	-1.4%	Sep '26
Aggregate Bond	94.54	-0.06%	-0.9%	-2.7%	-3.5%	-2.6%	-1.9%	7.2%	-2.8%	12.7%	-3.1%	3.3%	2.4%	-4.5%	Feb '26
Corp Bond	102.18	-0.2%	-1.6%	-3.5%	-5.2%	-3.4%	-4.0%	7.9%	-4.4%	14.6%	-6.2%	2.1%	3.5%	-6.0%	Feb '26
High Yield Bond	77.21	-0.2%	-1.1%	-2.6%	-2.0%	1.0%	0.9%	8.6%	-0.3%	25.1%	16.9%	6.3%	10.8%	-2.9%	Aug '26
Preferred	29.50	-0.03%	-1.2%	-2.9%	-1.9%	0.7%	-1.6%	4.9%	-1.4%	17.4%	2.0%	1.9%	10.2%	-5.3%	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	48.70	-0.8%	-3.1%	-8.0%	-3.7%	0.0%	10.6%	9.9%	8.8%	31.3%	35.9%	11.9%	34.8%	-8.8%	Aug '26
Consumer Discretionary/Cyclical	108.84	-0.3%	-1.6%	-6.9%	-7.0%	3.4%	-8.4%	7.4%	-8.3%	38.6%	26.5%	-2.4%	24.9%	-12.1%	Jan '26
Financial Services	53.40	-1.1%	-2.1%	-7.8%	0.0%	11.2%	0.7%	14.9%	-1.3%	68.6%	55.0%	5.0%	24.3%	-8.5%	Sep '26
Real Estate	89.63	-1.0%	-2.0%	-7.0%	-6.2%	4.4%	1.8%	3.3%	4.2%	33.3%	7.0%	4.0%	18.9%	-10.4%	Jul '26
Communication Services	110.97	-0.4%	-1.4%	-1.5%	3.9%	3.4%	-5.1%	23.1%	-4.9%	75.1%	46.0%	8.0%	31.2%	-6.8%	Jan '26
Energy	61.50	-0.06%	-1.4%	-1.3%	16.5%	0.6%	41.6%	7.9%	40.3%	49.5%	181.2%	40.9%	68.3%	-6.2%	Sep '26
Industrials	166.98	-1.3%	-1.8%	-5.5%	-9.6%	7.2%	9.5%	19.3%	8.5%	71.7%	83.9%	22.9%	46.1%	-10.2%	Aug '26
Technology	195.75	0.6%	0.2%	5.5%	2.9%	53.9%	39.6%	24.6%	36.4%	143.3%	172.0%	63.2%	119.6%	-1.0%	Jun '26
Consumer Staples/Defensive	80.60	-1.5%	-2.2%	-5.1%	-2.3%	-0.2%	5.7%	1.5%	5.8%	27.0%	33.6%	3.5%	10.0%	-8.7%	Feb '26
Healthcare	168.42	-1.4%	-0.2%	-1.2%	6.6%	18.1%	23.0%	14.5%	10.1%	37.5%	43.5%	18.5%	30.0%	-3.8%	Aug '26
Utilities	39.44	-0.7%	-0.8%	-7.0%	-12.4%	-12.9%	-7.0%	16.0%	-5.7%	46.3%	43.4%	3.2%	12.5%	-15.7%	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	158.76	-0.4%	-0.9%	-1.4%	1.1%	19.1%	16.6%	22.4%	12.9%	80.6%	73.4%	31.0%	56.8%	-2.3%	Aug '26
MSCI Emerging Markets	66.79	-0.9%	-1.4%	-0.5%	-2.4%	22.6%	27.5%	34.0%	22.7%	89.1%	49.2%	54.1%	78.5%	-6.2%	Jun '26
FTSE Europe	86.80	-1.2%	-1.4%	-5.4%	-1.7%	10.4%	12.1%	35.8%	6.0%	64.5%	55.7%	31.0%	45.1%	-6.6%	Aug '26
MSCI Japan	97.46	1.0%	0.4%	1.7%	4.5%	20.2%	26.8%	25.9%	21.4%	76.4%	56.4%	47.2%	66.3%	-1.3%	Sep '26
MSCI India	46.68	-0.6%	-2.9%	-5.8%	-5.5%	2.8%	-10.3%	2.7%	-13.6%	6.3%	3.0%	-6.2%	-5.0%	-16.4%	Jun '25
MSCI China	52.19	0.2%	-1.8%	-5.5%	2.3%	-4.4%	-19.2%	31.0%	-12.5%	30.2%	-13.1%	-0.1%	18.7%	-20.6%	Oct '25
International Bond	46.87	0.02%	-0.1%	-1.3%	-2.5%	-0.5%	-0.9%	2.9%	-1.2%	12.2%	-0.2%	1.6%	1.2%	-3.2%	Feb '26
iShares Latin America	34.50	0.7%	-1.8%	-0.4%	2.2%	2.7%	23.9%	52.7%	14.7%	57.8%	86.6%	52.8%	71.6%	-8.3%	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	700.86	-0.2%	-0.7%	-0.6%	2.3%	21.3%	15.8%	17.8%	12.7%	85.4%	90.6%	27.0%	56.1%	-1.7%	Aug '26
US Large Growth	125.26	-0.03%	-0.1%	2.1%	1.0%	22.1%	7.7%	19.8%	6.1%	97.7%	104.0%	22.6%	58.6%	-2.6%	Jun '26
US Large Value	247.93	-0.4%	-1.4%	-3.7%	2.6%	19.2%	23.7%	15.7%	19.1%	72.3%	74.2%	30.0%	52.3%	-4.1%	Sep '26

US MidCap Blend	78.42	-0.8%	-1.9%	-4.9%	-2.7%	12.0%	9.2%	17.0%	8.8%	75.2%	74.2%	21.1%	44.5%	-7.2%	Aug '26
US MidCap Growth	292.10	-0.8%	-1.4%	-3.5%	-4.5%	17.3%	0.1%	10.7%	5.1%	53.1%	28.0%	8.2%	36.3%	-6.9%	Aug '26
US MidCap Value	195.53	-0.7%	-1.7%	-5.4%	-0.5%	8.8%	14.3%	12.1%	11.9%	59.6%	56.6%	21.6%	42.1%	-6.9%	Aug '26

US Small Blend	284.49	-0.6%	-1.5%	-5.1%	-5.9%	12.7%	13.4%	8.9%	11.4%	57.0%	40.2%	17.3%	49.8%	-7.7%	Aug '26
US Small Growth	356.90	-0.12%	-1.0%	-5.7%	-9.3%	18.8%	12.1%	12.9%	10.8%	62.3%	25.6%	21.4%	60.4%	-9.7%	Aug '26
US Small Value	209.45	-0.7%	-1.8%	-5.8%	-4.9%	14.2%	20.4%	12.4%	16.8%	62.9%	43.8%	28.8%	62.9%	-7.5%	Aug '26

Foreign Large Blend	103.89	-0.6%	-0.9%	-3.6%	0.0%	12.2%	15.1%	31.6%	9.9%	65.7%	56.0%	33.8%	49.8%	-4.5%	Aug '26
Foreign Growth	119.83	-0.5%	-0.5%	-4.2%	-3.7%	12.2%	7.8%	20.7%	6.0%	46.8%	22.6%	18.6%	38.0%	-5.8%	Aug '26
Foreign Value	79.14	-0.6%	-1.2%	-3.2%	3.4%	12.3%	22.5%	42.2%	13.8%	85.0%	95.1%	49.5%	62.0%	-4.7%	Sep '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	23.00		-0.04%	0.0%	-0.2%	2.1%	4.2%	3.1%	3.6%	3.0%	19.9%	30.1%	5.9%	9.7%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.47		-0.4%	-0.4%	0.0%	0.8%	2.3%	4.4%	5.2%	3.0%	18.8%	27.1%	7.5%	8.0%	-0.5%	Sep '26
Bank Loan- Invesco	20.43		-0.1%	-0.5%	0.1%	2.0%	3.8%	4.0%	6.9%	2.0%	21.6%	30.3%	8.3%	12.2%	-0.7%	Sep '26
Interval CEF- Cliffwater	10.40	p	EOD	0.1%	0.5%	1.6%	3.4%	6.6%	8.9%	4.4%	32.1%	57.2%	12.0%	11.8%	NewNew Peak	Sep '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	59.06		-0.4%	-0.9%	-1.4%	0.5%	19.7%	14.7%	17.7%	11.4%	87.2%	119.8%	25.5%	54.9%	-2.8%	Aug '26
Int’l Min Volatility- Franklin	41.71		-0.3%	-1.0%	-1.9%	3.6%	6.8%	26.2%	27.1%	16.5%	81.8%	118.8%	41.8%	55.7%	-2.7%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.32	p	EOD	-2.0%	-5.8%	-14.7%	9.5%	5.2%	3.0%	4.3%	58.0%	110.3%	6.6%	35.8%	-14.7%	Jun '26
Small Value- Avantis	117.77		-0.9%	-2.1%	-5.9%	-5.3%	9.5%	19.9%	7.4%	16.6%	58.5%	69.7%	24.1%	60.2%	-8.2%	Aug '26
Mid Value- Pacer Cash Cows	66.76		-0.2%	-1.7%	-7.2%	8.0%	8.7%	18.6%	9.0%	12.2%	43.0%	68.6%	17.5%	44.9%	-7.6%	Sep '26
Growth- S&P Momentum	151.58		0.2%	-0.2%	3.4%	-6.0%	41.0%	26.3%	26.6%	27.8%	170.3%	165.6%	49.1%	85.6%	-6.1%	Jun '26
Invesco S&P Quality	84.08		-0.6%	-0.6%	-1.7%	-6.5%	14.9%	16.0%	13.2%	12.9%	74.0%	85.4%	20.3%	44.2%	-6.5%	Jun '26
Rotation Factor- BlackRock	69.26		-0.1%	-0.6%	-0.3%	2.0%	23.2%	18.0%	20.0%	14.6%	103.6%	110.7%	31.2%	61.4%	-1.6%	Sep '26
US Min Volatility- Fidelity	70.66		-0.2%	-0.7%	-3.0%	3.7%	12.0%	8.9%	11.8%	7.1%	51.7%	59.9%	14.5%	32.7%	-3.7%	Aug '26
Derivative Income- JPMorgan	56.22		-0.5%	-0.6%	-2.1%	1.5%	5.4%	6.7%	8.1%	3.6%	33.2%	45.3%	7.4%	23.8%	-2.7%	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	18.32	p	EOD	-0.1%	3.7%	6.0%	12.3%	14.6%	6.5%	15.9%	34.9%	48.6%	21.6%	27.0%	-0.3%	Sep '26
Multistrategy- AQR	15.49	p	EOD	-0.3%	2.2%	6.5%	7.5%	13.6%	16.4%	10.6%	44.8%	84.8%	21.8%	27.0%	-0.6%	Sep '26
Long Short- AQR	22.48	p	EOD	0.0%	1.4%	10.1%	9.8%	14.8%	34.4%	6.2%	91.2%	198.5%	32.6%	38.1%	-0.8%	Sep '26
Mkt Neutral- BlackRock	16.01	p	EOD	0.9%	3.8%	7.1%	14.1%	21.6%	18.3%	18.2%	81.2%	100.8%	38.4%	32.1%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.66	p	EOD	-0.7%	-0.1%	1.0%	2.3%	5.5%	7.2%	3.6%	19.5%	41.6%	10.0%	9.1%	-0.7%	Sep '26
Long Short- First Trust	76.69		0%	-0.2%	0.3%	3.9%	10.8%	10.4%	9.1%	8.4%	49.5%	67.4%	14.5%	29.3%	-0.5%	Sep '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)	344.08	0.9%	1.9%	-0.7%	-3.7%	26.0%	41.9%	66.0%	10.1%	165.4%	159.8%	86.8%	138.9%	-14.4%	May '26
Meta (Communications)	725.18	-1.8%	-2.5%	25.6%	28.8%	35.4%	-0.9%	13.1%	10.1%	143.9%	115.7%	3.6%	42.8%	-7.8%	Aug '25
Amazon (Cyclical)	249.15	1.0%	0.0%	-6.5%	4.5%	24.0%	13.5%	5.2%	7.9%	96.0%	51.7%	9.9%	46.0%	-12.3%	Aug '26
Tesla (Cyclical)	354.81	0.6%	-6.7%	1.7%	-15.6%	-0.1%	-20.2%	11.4%	-21.1%	41.8%	37.3%	-1.6%	59.9%	-27.6%	Dec '25
Procter & Gamble (Defensive)	145.28	-2.0%	-1.4%	1.0%	-0.2%	1.9%	-2.7%	-12.3%	3.6%	7.8%	18.2%	-9.0%	-4.3%	-14.0%	Mar '25
PepsiCo (Defensive)	126.72	-1.5%	-2.7%	-9.2%	-5.4%	-17.5%	-6.1%	-1.8%	-9.0%	-16.7%	-0.9%	-6.9%	-4.1%	-23.4%	Feb '26
Coca-Cola (Defensive)	86.08	-0.9%	-2.3%	-3.4%	6.6%	14.3%	33.2%	15.6%	25.5%	67.6%	89.9%	28.9%	31.1%	-5.9%	Aug '26
Exxon Mobil (Energy)	162.75	0.9%	0.9%	3.9%	19.8%	-3.8%	48.5%	16.0%	38.0%	52.8%	229.7%	54.7%	69.3%	-3.9%	Sep '26
Chevron (Energy)	204.21	-0.08%	-0.6%	1.2%	24.3%	-1.3%	36.7%	10.1%	37.7%	37.3%	146.0%	38.2%	58.6%	-6.2%	Sep '26
JPMorgan Chase (Financial)	330.83	-1.2%	-2.0%	-7.5%	1.5%	17.7%	6.9%	37.3%	4.1%	143.7%	129.0%	22.1%	56.2%	-9.4%	Aug '26
Visa (Financial)	359.33	-1.8%	-0.6%	-5.8%	4.9%	20.4%	6.1%	11.8%	3.1%	59.8%	67.5%	2.3%	17.9%	-6.5%	Aug '26
Mastercard (Financial)	551.47	-2.1%	-1.5%	-7.4%	7.6%	12.0%	-2.4%	9.0%	-2.9%	41.8%	63.4%	-2.1%	16.0%	-8.1%	Aug '26
Bank of America (Financial)	54.43	-1.0%	-2.8%	-12.2%	-4.0%	16.4%	7.8%	28.0%	0.6%	113.6%	44.9%	23.0%	60.5%	-15.6%	Aug '26
UnitedHealth (Health)	367.08	-2.1%	-1.1%	-6.0%	-11.1%	41.9%	9.1%	-33.1%	13.4%	-22.5%	2.8%	-24.9%	-30.9%	-36.3%	Apr '25
Johnson & Johnson (Health)	264.74	-1.1%	-1.6%	-1.2%	4.8%	10.3%	46.0%	47.5%	30.0%	85.1%	88.5%	74.2%	83.4%	-4.9%	Sep '26
Eli Lilly (Health)	1157.08	-2.3%	0.5%	-1.5%	-3.4%	30.9%	52.6%	40.2%	8.2%	119.9%	424.0%	34.9%	61.0%	-9.6%	Aug '26
Union Pacific (Industrials)	272.13	-0.7%	-1.2%	-11.1%	0.5%	14.9%	17.6%	3.9%	19.4%	42.8%	55.4%	14.5%	35.1%	-12.0%	Aug '26
Honeywell (Industrials)	210.94	0.4%	-0.8%	-3.0%	-5.5%	-9.2%	3.4%	-6.4%	4.5%	22.9%	11.4%	4.8%	20.2%	-18.2%	Mar '26
Nvidia (IT)	228.38	0.5%	1.3%	5.1%	14.3%	38.6%	22.7%	38.9%	22.7%	426.6%	1007.3%	64.5%	137.8%	-2.9%	May '26
Broadcom (IT)	351.19	-1.1%	-1.1%	-4.6%	-6.9%	20.1%	7.2%	50.6%	2.0%	336.8%	691.1%	55.8%	127.7%	-26.8%	Jun '26
Adobe (IT)	239.94	2.9%	-0.3%	-17.7%	17.0%	-0.5%	-32.0%	-21.3%	-31.4%	-52.9%	-58.3%	-47.5%	-29.4%	-48.3%	Feb '25
Oracle (IT)	137.30	-0.4%	-5.0%	-9.0%	-6.0%	-0.4%	-50.6%	18.1%	-28.9%	34.3%	68.6%	-23.1%	12.2%	-57.7%	Sep '25
salesforce.com (IT)	229.57	1.9%	-3.4%	-10.2%	46.8%	24.9%	-2.3%	-20.2%	-12.7%	15.4%	-13.7%	-28.3%	-4.6%	-35.4%	Jan '25
Linde PLC (Materials)	474.65	0.3%	1.0%	-2.7%	-8.2%	-4.3%	1.3%	3.2%	12.4%	32.5%	73.1%	5.1%	17.1%	-12.9%	Jul '26
Sherwin-Williams (Materials)	323.27	-2.2%	-1.0%	-6.3%	-5.9%	2.8%	-5.8%	-3.8%	0.5%	30.2%	20.9%	-6.6%	4.5%	-13.0%	Sep '25
American Tower (Real Estate)	163.69	-2.2%	-4.2%	-7.1%	0.1%	-2.0%	-12.4%	-0.9%	-4.9%	10.6%	-28.2%	-8.4%	-15.6%	-26.8%	Jul '25
Prologis Inc. (Real Estate)	129.84	-2.1%	-3.1%	-7.0%	-3.4%	2.4%	16.9%	25.1%	4.1%	27.4%	19.9%	13.1%	52.0%	-12.8%	Jul '26
NextEra Energy (Utilities)	75.74	-0.2%	-1.7%	-7.5%	-13.1%	-16.5%	3.2%	15.5%	-3.6%	44.5%	10.3%	15.6%	23.5%	-21.5%	Apr '26
Duke Energy (Utilities)	114.01	-0.2%	-0.1%	-5.2%	-9.1%	-11.9%	-4.6%	12.7%	-0.2%	44.6%	41.6%	7.4%	3.6%	-13.1%	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	15.54	p	EOD	-1.5%	-2.9%	-3.1%	1.3%	1.4%	9.4%	0.0%	23.2%	9.1%	7.8%	10.6%	-3.3%	Aug '26
Moderate-60% Stock	68.52		-0.3%	-0.9%	-2.0%	-0.7%	9.9%	9.3%	16.4%	6.7%	50.2%	39.5%	20.1%	32.9%	-2.7%	Aug '26
Mod Agg-80% Stock	55.54	p	EOD	-0.6%	-1.5%	0.3%	14.4%	13.4%	19.6%	10.3%	64.9%	54.2%	26.4%	45.0%	-2.3%	Aug '26
Aggressive-90% Stock	34.64	p	EOD	-0.4%	-0.9%	0.3%	18.9%	18.3%	20.9%	14.4%	72.7%	59.0%	31.7%	55.3%	-1.8%	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	83654.71	0.04%	-0.9%	7.5%	42.9%	25.4%	-26.7%	-6.3%	-4.4%	210.8%	91.0%	-13.4%	9.7%	-32.9%	Oct '25
Ethereum	2682.10	0.2%	-0.1%	9.8%	70.9%	32.5%	-35.3%	-11.0%	-9.6%	60.8%	-10.6%	-1.2%	82.1%	-44.5%	Aug '25
BNB	767.54	1.2%	0.0%	11.1%	40.7%	26.1%	-23.9%	23.1%	-11.1%	256.5%	98.3%	17.4%	38.7%	-41.4%	Oct '25
Solana	118.08	-0.8%	2.7%	13.4%	60.6%	43.2%	-43.4%	-34.2%	-5.1%	481.7%	-16.3%	-30.1%	11.9%	-54.9%	Jan '25
Bitcoin ETF	47.34	0.02%	-1.1%	7.8%	42.2%	25.6%	-27.2%	-6.4%	-4.7%	-	-	-13.4%	8.6%	-33.6%	Oct '25
Grayscale Bitcoin (hi fee)	64.59	0.02%	-1.1%	7.6%	41.9%	24.8%	-28.0%	-7.6%	-5.5%	272.6%	111.2%	-15.1%	6.6%	-34.4%	Oct '25
Bloomberg Commodities	25.87	0.3%	-2.2%	1.7%	15.8%	6.5%	39.6%	14.9%	32.5%	53.0%	65.6%	38.9%	53.8%	-3.5%	Sep '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	5.64	0.8%	4.4%	8.3%	15.0%	14.9%	19.1%	1.1%	16.5%	19.7%	169.5%	18.3%	19.6%	NewNew Peak	Sep '26
10yr Treasury rate	5.29	0.7%	3.5%	12.1%	19.8%	21.9%	27.6%	-9.0%	27.1%	15.7%	246.2%	16.7%	24.2%	NewNew Peak	Sep '26
5yr Treasury rate	5.09	0.5%	1.8%	13.6%	21.6%	27.9%	36.4%	-15.0%	36.7%	10.5%	410.4%	16.5%	30.0%	NewNew Peak	Sep '26
13-week T-bill	4.03	-0.9%	0.0%	8.0%	8.0%	12.0%	4.8%	-15.7%	13.6%	-24.0%	14292.9%	-4.5%	-3.5%	-6.0%	May '25
Crude Oil	90.34	1.1%	-2.0%	8.3%	30.0%	-12.2%	44.8%	-19.9%	57.3%	-0.5%	20.4%	25.0%	51.6%	-20.0%	Apr '26
Gold	4189.00	0.2%	-3.0%	-7.5%	3.7%	-7.4%	8.2%	64.4%	-3.5%	124.5%	138.4%	42.7%	40.1%	-21.2%	Jan '26
USD/EUR	0.88	0.07%	0.4%	2.2%	0.7%	1.1%	3.6%	-11.4%	3.7%	-	2.1%	-7.8%	-3.1%	-9.6%	Jan '25
USD/JPY	157.38	-0.02%	-0.6%	-1.7%	-3.2%	-1.5%	6.3%	-0.4%	0.6%	-	41.2%	3.6%	7.9%	-4.0%	Jul '26
S&P 500 Volatility Index	16.34	1.9%	7.6%	13.2%	-0.7%	-46.6%	0.4%	-13.8%	9.3%	-6.7%	-29.4%	7.0%	-68.8%	-68.8%	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	49.88		-0.02%	-0.2%	-0.8%	-0.4%	0.9%	2.3%	6.1%	1.1%	17.7%	18.3%	6.5%	5.7%	-0.9%	Aug '26
Interm Muni- JPMorgan	47.58		0.6%	-1.1%	-3.8%	-5.2%	-3.0%	-2.3%	4.3%	-3.5%	9.3%	1.3%	0.1%	2.4%	-5.3%	Jul '26
Interm Bond- Janus MSB	42.26		-0.5%	-1.9%	-4.5%	-5.2%	-4.2%	-2.6%	8.8%	-4.2%	13.9%	-1.5%	3.1%	2.1%	-6.3%	Feb '26
Interm Bond- Vanguard	72.86		-0.11%	-0.9%	-3.0%	-3.9%	-3.2%	-2.6%	8.5%	-3.7%	13.4%	-2.6%	3.6%	2.0%	-5.4%	Feb '26
Multisector Bond- Intrepid	8.79	p	EOD	-0.5%	-1.0%	-0.2%	2.4%	3.4%	8.2%	2.2%	27.4%	34.3%	8.8%	11.7%	-1.0%	Aug '26
Int’l Bond- JPMorgan	46.70		0.02%	-0.7%	-2.1%	-2.6%	0.6%	-0.2%	8.2%	-1.2%	17.7%	12.0%	5.0%	5.6%	-3.0%	Feb '26
Long Bond- Vanguard	68.50		-0.4%	-2.9%	-4.8%	-7.6%	-5.0%	-6.8%	7.2%	-6.3%	12.2%	-17.4%	-0.8%	2.7%	-9.1%	Oct '25
Long CA Muni- PIMCO	8.75	p	EOD	-2.3%	-5.1%	-7.0%	-4.2%	-3.3%	4.4%	-4.6%	10.4%	0.2%	-1.0%	1.8%	-7.0%	Jul '26
Long Muni- iShares	54.12		0.8%	-1.0%	-3.6%	-5.4%	-3.2%	-2.3%	3.4%	-3.9%	7.5%	-1.2%	-0.2%	3.6%	-5.7%	Feb '26

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