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S&P 500

Return

61.5%

[

19.1%

annualized]

Dec 29 2023 - Sep 24 2026

DJIA (Large Value)

Return

36.2%

[

12.0%

annualized]

Dec 29 2023 - Sep 24 2026

Russell 2000 (Small Cap)

Return

39.9%

[

13.0%

annualized]

Dec 29 2023 - Sep 24 2026

Performance Range:

As of Sep 24 05:20 PM EDT, next update at 05:30 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	7704.13	-0.02%	0.9%	0.7%	4.7%	17.5%	16.1%	16.4%	12.5%	78.3%	72.9%	25.4%	54.6%	-1.2%	Aug '26
DJIA (Large Value)	51349.98	-0.3%	-0.8%	-3.9%	-1.0%	11.3%	11.3%	13.0%	6.8%	51.2%	47.6%	15.1%	36.4%	-5.5%	Aug '26
Russell 2000 (Small Cap)	2835.57	-0.11%	-1.4%	-5.3%	-5.1%	13.2%	16.5%	11.3%	14.2%	59.6%	26.1%	24.2%	61.0%	-7.6%	Aug '26
NASDAQ Comp (Tech/Growth)	26939.37	0.01%	2.0%	3.7%	5.7%	23.8%	19.7%	20.4%	15.9%	103.9%	79.0%	34.3%	76.4%	-1.1%	Sep '26
Aggregate Bond	94.95	-0.5%	-1.4%	-2.3%	-3.3%	-1.9%	-1.3%	7.2%	-2.4%	12.0%	-3.1%	3.7%	2.8%	-4.1%	Feb '26
Corp Bond	103.15	-0.7%	-1.9%	-2.4%	-4.6%	-2.5%	-2.9%	7.9%	-3.4%	13.6%	-6.6%	3.1%	4.5%	-5.1%	Feb '26
High Yield Bond	77.89	-0.3%	-1.1%	-1.7%	-1.0%	1.4%	1.8%	8.6%	0.5%	25.8%	17.4%	7.2%	11.8%	-2.0%	Aug '26
Preferred	29.77	-0.3%	-1.2%	-1.9%	-1.6%	0.5%	-1.5%	4.9%	-0.5%	17.8%	2.3%	2.9%	11.3%	-4.4%	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	49.68	-1.2%	-1.6%	-6.9%	-2.4%	3.4%	13.7%	9.9%	10.9%	34.2%	35.3%	14.1%	37.5%	-7.0%	Aug '26
Consumer Discretionary/Cyclical	110.32	-0.3%	-0.7%	-6.5%	-3.9%	1.0%	-7.2%	7.4%	-7.0%	40.5%	24.4%	-1.0%	26.6%	-10.9%	Jan '26
Financial Services	54.53	-0.02%	-2.1%	-6.0%	1.9%	11.4%	3.3%	14.9%	0.8%	69.7%	55.4%	7.2%	26.9%	-6.6%	Sep '26
Real Estate	91.17	-0.3%	-2.0%	-7.2%	-5.2%	5.5%	4.7%	3.3%	6.0%	33.7%	5.6%	5.8%	20.9%	-8.9%	Jul '26
Communication Services	113.99	1.3%	1.8%	1.8%	7.3%	3.2%	-1.7%	23.1%	-2.3%	79.8%	45.7%	10.9%	34.8%	-4.2%	Jan '26
Energy	62.60	0.4%	-2.3%	-0.2%	17.6%	4.3%	42.5%	7.9%	42.8%	54.0%	192.9%	43.4%	71.3%	-4.5%	Sep '26
Industrials	168.83	-0.7%	0.2%	-5.4%	-6.1%	3.5%	12.1%	19.3%	9.7%	72.9%	80.4%	24.3%	47.7%	-9.2%	Aug '26
Technology	194.71	-0.3%	3.7%	8.3%	6.5%	43.3%	40.5%	24.6%	35.7%	141.3%	157.8%	62.4%	118.4%	-1.5%	Jun '26
Consumer Staples/Defensive	81.70	-0.9%	-1.5%	-6.0%	-2.6%	2.1%	6.9%	1.5%	7.2%	26.3%	32.0%	4.9%	11.5%	-7.5%	Feb '26
Healthcare	169.87	0.6%	1.0%	-2.4%	11.2%	18.3%	26.6%	14.5%	11.1%	37.2%	39.6%	19.5%	31.1%	-2.9%	Aug '26
Utilities	39.36	-1.0%	-4.9%	-8.3%	-12.9%	-11.5%	-6.1%	16.0%	-5.9%	36.0%	40.3%	3.0%	12.3%	-15.8%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.08	-0.09%	0.3%	-0.1%	3.8%	16.7%	18.4%	22.4%	13.9%	80.4%	69.7%	32.1%	58.1%	-1.5%	Aug '26
MSCI Emerging Markets	67.25	-0.7%	0.5%	1.7%	0.0%	19.6%	29.1%	34.0%	23.5%	87.8%	49.0%	55.1%	79.7%	-5.6%	Jun '26
FTSE Europe	88.07	0.07%	-1.2%	-4.7%	1.5%	11.1%	15.1%	35.8%	7.6%	64.8%	52.9%	32.9%	47.2%	-5.3%	Aug '26
MSCI Japan	95.81	-1.3%	-2.1%	1.0%	3.5%	15.7%	23.6%	25.9%	19.3%	69.2%	48.6%	44.8%	63.5%	-2.8%	Sep '26
MSCI India	47.56	-1.0%	-0.9%	-3.6%	-4.2%	2.5%	-9.8%	2.7%	-12.0%	7.7%	2.4%	-4.4%	-3.3%	-14.9%	Jun '25
MSCI China	52.82	-0.7%	0.3%	-3.8%	2.7%	-4.4%	-16.7%	31.0%	-11.5%	29.5%	-10.8%	1.1%	20.2%	-19.7%	Oct '25
International Bond	46.90	-0.10%	-0.5%	-1.4%	-2.6%	-0.5%	-0.7%	2.9%	-1.1%	11.5%	-0.5%	1.6%	1.3%	-3.1%	Feb '26
iShares Latin America	34.65	-1.4%	-2.3%	-0.3%	4.5%	3.3%	25.1%	52.7%	15.2%	56.9%	82.2%	53.5%	72.3%	-7.9%	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	706.99	-0.09%	0.9%	0.7%	4.9%	18.1%	17.4%	17.8%	13.4%	85.2%	85.3%	27.7%	57.1%	-1.1%	Aug '26
US Large Growth	125.62	0.2%	2.5%	3.9%	5.1%	17.2%	8.7%	19.8%	6.4%	99.0%	95.3%	22.9%	59.1%	-2.3%	Jun '26
US Large Value	250.76	-0.3%	-0.8%	-2.6%	4.4%	18.1%	25.9%	15.7%	20.5%	72.6%	72.5%	31.5%	54.0%	-3.0%	Sep '26

US MidCap Blend	79.70	-0.3%	-0.6%	-3.7%	-0.2%	10.9%	13.5%	17.0%	10.6%	77.4%	71.2%	23.1%	46.9%	-5.6%	Aug '26
US MidCap Growth	295.99	-0.2%	1.5%	-2.1%	-1.7%	13.4%	2.6%	10.7%	6.4%	55.9%	23.3%	9.5%	38.0%	-5.7%	Aug '26
US MidCap Value	199.12	-0.4%	-2.1%	-5.0%	0.9%	8.8%	17.1%	12.1%	13.4%	59.8%	55.9%	23.2%	44.0%	-5.6%	Aug '26

US Small Blend	288.87	-0.3%	-0.7%	-4.6%	-2.5%	10.4%	14.8%	8.9%	12.8%	59.8%	38.4%	18.7%	51.6%	-6.6%	Aug '26
US Small Growth	360.24	-0.04%	-0.9%	-5.9%	-7.3%	13.9%	13.3%	12.9%	11.8%	64.7%	22.4%	22.5%	61.9%	-8.8%	Aug '26
US Small Value	213.12	-0.09%	-1.7%	-4.5%	-2.1%	13.6%	22.5%	12.4%	18.8%	66.6%	45.8%	31.1%	65.8%	-5.9%	Aug '26

Foreign Large Blend	104.50	-0.3%	-1.5%	-3.3%	2.2%	11.4%	16.7%	31.6%	10.5%	64.3%	52.5%	34.6%	50.7%	-4.0%	Aug '26
Foreign Growth	119.84	-0.5%	-0.7%	-4.2%	-1.6%	9.4%	8.6%	20.7%	6.0%	45.0%	17.1%	18.6%	38.0%	-5.7%	Aug '26
Foreign Value	80.07	-0.06%	-2.3%	-2.7%	5.8%	13.4%	25.3%	42.2%	15.1%	84.2%	95.0%	51.3%	63.9%	-3.6%	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%	0.0%	2.4%	4.1%	2.9%	3.6%	3.0%	19.6%	30.0%	5.9%	9.7%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.69		0.02%	0.1%	0.4%	1.3%	2.6%	4.9%	5.2%	3.4%	19.4%	27.7%	8.0%	8.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.51		-0.10%	-0.3%	0.6%	2.6%	3.5%	4.5%	6.9%	2.4%	21.9%	30.6%	8.7%	12.6%	-0.3%	Sep '26
Interval CEF- Cliffwater	10.39	p	EOD	0.1%	0.5%	1.6%	3.2%	6.6%	8.9%	4.3%	32.2%	57.2%	11.9%	11.7%	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	59.54		-0.09%	0.6%	0.1%	2.9%	16.2%	16.1%	17.7%	12.3%	88.1%	116.9%	26.6%	56.2%	-2.0%	Aug '26
Int’l Min Volatility- Franklin	42.25		0.3%	-1.4%	-1.1%	5.2%	10.0%	28.8%	27.1%	18.0%	81.5%	120.1%	43.6%	57.7%	-1.4%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.83	p	EOD	0.6%	-6.0%	-10.2%	7.0%	8.7%	3.0%	6.4%	63.6%	107.6%	8.7%	38.5%	-12.9%	Jun '26
Small Value- Avantis	120.21		-0.10%	-1.9%	-4.1%	-2.1%	10.1%	21.6%	7.4%	19.0%	64.4%	73.7%	26.7%	63.6%	-6.3%	Aug '26
Mid Value- Pacer Cash Cows	67.54		-0.6%	-3.1%	-5.9%	9.1%	9.5%	20.0%	9.0%	13.5%	46.2%	67.0%	18.9%	46.5%	-6.5%	Sep '26
Growth- S&P Momentum	152.18		0.2%	4.0%	4.3%	-0.9%	32.9%	26.9%	26.6%	28.3%	170.6%	155.5%	49.7%	86.3%	-5.7%	Jun '26
Invesco S&P Quality	84.24		-0.4%	1.2%	-1.8%	-3.0%	10.9%	16.7%	13.2%	13.1%	73.8%	79.6%	20.6%	44.5%	-6.3%	Jun '26
Rotation Factor- BlackRock	69.72		0.04%	0.7%	1.5%	5.1%	19.2%	19.5%	20.0%	15.4%	105.0%	104.6%	32.1%	62.5%	-0.9%	Sep '26
US Min Volatility- Fidelity	71.14		-0.07%	-0.4%	-2.3%	5.1%	11.0%	10.3%	11.8%	7.8%	51.2%	56.4%	15.3%	33.6%	-3.1%	Aug '26
Derivative Income- JPMorgan	56.53		-0.09%	0.5%	-2.1%	2.8%	4.2%	7.7%	8.1%	4.2%	32.5%	42.4%	8.0%	24.4%	-2.2%	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	18.33	p	EOD	0.8%	4.0%	6.7%	11.0%	14.8%	6.5%	15.9%	35.2%	49.0%	21.6%	27.0%	NewNew Peak	Sep '26
Multistrategy- AQR	15.54	p	EOD	-0.1%	3.1%	6.7%	7.9%	14.4%	16.4%	10.9%	44.8%	85.7%	22.2%	27.4%	-0.3%	Sep '26
Long Short- AQR	22.47	p	EOD	0.0%	2.2%	9.5%	9.3%	15.7%	34.4%	6.2%	91.0%	203.4%	32.6%	38.0%	-0.9%	Sep '26
Mkt Neutral- BlackRock	15.86	p	EOD	-0.3%	3.1%	5.4%	12.1%	21.6%	18.3%	17.1%	80.2%	95.3%	37.1%	30.9%	-0.4%	Sep '26
Multi Strategy- Variant	25.83	p	EOD	0.2%	0.7%	1.7%	3.1%	6.7%	7.2%	4.2%	20.5%	42.7%	10.7%	9.8%	NewNew Peak	Sep '26
Long Short- First Trust	76.80		-0.07%	0.2%	1.1%	4.2%	9.8%	11.2%	9.1%	8.6%	50.7%	64.3%	14.7%	29.5%	-0.3%	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)	342.36	1.3%	-1.4%	-1.6%	-0.8%	18.0%	38.9%	66.0%	9.6%	165.3%	143.0%	85.9%	137.7%	-14.9%	May '26
Meta (Communications)	777.59	4.5%	14.1%	39.2%	39.5%	31.4%	2.6%	13.1%	18.1%	162.5%	122.4%	11.1%	53.1%	-1.2%	Aug '25
Amazon (Cyclical)	249.38	0.04%	-0.7%	-4.8%	6.4%	20.3%	13.2%	5.2%	8.0%	93.1%	45.6%	10.0%	46.1%	-12.2%	Aug '26
Tesla (Cyclical)	377.94	-0.6%	3.2%	8.3%	0.6%	-1.3%	-14.6%	11.4%	-16.0%	54.3%	46.4%	4.8%	70.4%	-22.9%	Dec '25
Procter & Gamble (Defensive)	145.68	-1.2%	-1.3%	-0.6%	-3.5%	3.3%	-1.6%	-12.3%	3.9%	4.0%	15.4%	-8.7%	-4.1%	-13.8%	Mar '25
PepsiCo (Defensive)	128.15	-1.6%	-4.1%	-10.5%	-9.0%	-13.1%	-6.2%	-1.8%	-8.0%	-18.5%	-2.3%	-5.8%	-3.0%	-22.5%	Feb '26
Coca-Cola (Defensive)	88.10	0.01%	0.0%	-3.7%	10.0%	19.5%	36.1%	15.6%	28.5%	66.7%	89.2%	32.0%	34.1%	-3.7%	Aug '26
Exxon Mobil (Energy)	162.14	0.6%	-0.7%	-1.2%	19.2%	-0.7%	45.6%	16.0%	37.4%	55.7%	235.5%	54.1%	68.6%	-4.2%	Sep '26
Chevron (Energy)	205.65	0.07%	-2.8%	1.3%	21.0%	1.2%	34.3%	10.1%	38.7%	40.2%	149.8%	39.1%	59.8%	-5.6%	Sep '26
JPMorgan Chase (Financial)	338.56	0.3%	-3.1%	-5.0%	2.0%	16.9%	10.1%	37.3%	6.6%	148.2%	135.3%	24.9%	59.9%	-7.3%	Aug '26
Visa (Financial)	367.98	1.8%	-0.5%	-3.8%	11.0%	21.6%	9.5%	11.8%	5.6%	60.1%	65.0%	4.8%	20.7%	-4.2%	Aug '26
Mastercard (Financial)	566.08	1.1%	0.1%	-5.6%	14.7%	13.8%	0.1%	9.0%	-0.4%	43.3%	62.8%	0.5%	19.0%	-5.6%	Aug '26
Bank of America (Financial)	56.03	0.05%	-3.7%	-9.6%	-2.4%	17.6%	10.7%	28.0%	3.5%	117.8%	50.3%	26.6%	65.2%	-13.1%	Aug '26
UnitedHealth (Health)	375.01	1.0%	-0.1%	-5.4%	-7.0%	39.4%	9.4%	-33.1%	15.8%	-21.1%	0.8%	-23.3%	-29.5%	-34.9%	Apr '25
Johnson & Johnson (Health)	270.68	0.6%	0.2%	-0.4%	12.9%	16.3%	56.6%	47.5%	32.9%	83.7%	89.4%	78.1%	87.5%	-2.8%	Sep '26
Eli Lilly (Health)	1181.89	2.7%	2.6%	-5.2%	5.9%	31.3%	60.3%	40.2%	10.5%	119.1%	433.8%	37.8%	64.5%	-7.7%	Aug '26
Union Pacific (Industrials)	274.07	-0.5%	-3.0%	-11.1%	5.9%	15.5%	21.5%	3.9%	20.3%	39.9%	50.5%	15.3%	36.0%	-11.4%	Aug '26
Honeywell (Industrials)	211.79	-0.4%	2.6%	-1.4%	-10.9%	-8.1%	4.7%	-6.4%	4.9%	20.1%	8.3%	5.3%	20.7%	-17.9%	Mar '26
Nvidia (IT)	224.58	-0.4%	2.4%	7.8%	13.0%	28.5%	27.2%	38.9%	20.7%	441.3%	921.6%	61.7%	133.8%	-4.5%	May '26
Broadcom (IT)	350.36	-1.3%	1.1%	-2.2%	-8.1%	10.5%	4.0%	50.6%	1.8%	336.5%	658.0%	55.4%	127.1%	-27.0%	Jun '26
Adobe (IT)	238.93	-0.7%	-5.4%	-13.5%	21.5%	0.0%	-32.4%	-21.3%	-31.7%	-53.4%	-61.6%	-47.7%	-29.7%	-48.5%	Feb '25
Oracle (IT)	139.54	-3.5%	-7.3%	-2.0%	-11.1%	-4.5%	-54.2%	18.1%	-27.7%	32.6%	66.0%	-21.8%	14.0%	-57.0%	Sep '25
salesforce.com (IT)	238.22	0.3%	-1.9%	14.1%	56.2%	31.1%	-2.3%	-20.2%	-9.5%	17.6%	-15.0%	-25.6%	-1.1%	-32.9%	Jan '25
Linde PLC (Materials)	468.14	-0.3%	2.1%	-4.2%	-8.9%	-1.8%	0.1%	3.2%	10.9%	30.4%	61.5%	3.7%	15.5%	-14.1%	Jul '26
Sherwin-Williams (Materials)	320.40	-1.9%	-0.2%	-7.6%	-3.6%	2.6%	-5.7%	-3.8%	-0.4%	29.2%	14.9%	-7.5%	3.6%	-13.8%	Sep '25
American Tower (Real Estate)	167.26	-2.1%	-4.7%	-6.2%	-4.1%	0.1%	-10.0%	-0.9%	-2.9%	11.8%	-30.7%	-6.4%	-13.7%	-25.2%	Jul '25
Prologis Inc. (Real Estate)	133.82	-0.10%	-1.0%	-5.9%	-4.3%	4.2%	22.3%	25.1%	7.3%	29.2%	21.2%	16.6%	56.6%	-10.1%	Jul '26
NextEra Energy (Utilities)	75.62	-1.8%	-7.0%	-9.4%	-13.0%	-16.2%	5.4%	15.5%	-3.7%	22.1%	7.2%	15.4%	23.3%	-21.6%	Apr '26
Duke Energy (Utilities)	113.23	-0.8%	-4.5%	-7.2%	-9.7%	-9.6%	-5.2%	12.7%	-0.9%	35.8%	39.4%	6.7%	2.9%	-13.7%	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	15.78	p	EOD	-0.5%	-1.3%	-1.3%	2.4%	3.2%	9.4%	1.6%	24.1%	9.9%	9.5%	12.3%	-1.8%	Aug '26
Moderate-60% Stock	68.93		-0.3%	-0.3%	-1.1%	0.9%	8.9%	10.6%	16.4%	7.3%	49.7%	37.7%	20.8%	33.7%	-2.1%	Aug '26
Mod Agg-80% Stock	55.88	p	EOD	0.1%	-0.5%	2.3%	12.7%	14.8%	19.6%	11.0%	64.4%	51.4%	27.2%	45.8%	-1.7%	Aug '26
Aggressive-90% Stock	34.77	p	EOD	0.3%	-0.2%	2.6%	16.0%	19.6%	20.9%	14.9%	71.8%	55.3%	32.2%	55.9%	-1.5%	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	84419.86	0.04%	10.5%	6.9%	38.4%	19.7%	-25.5%	-6.3%	-3.5%	217.6%	97.1%	-12.6%	10.7%	-32.3%	Oct '25
Ethereum	2688.58	0.1%	9.9%	8.3%	66.0%	24.7%	-35.3%	-11.0%	-9.4%	68.7%	-8.3%	-1.0%	82.6%	-44.4%	Aug '25
BNB	779.72	1.6%	5.7%	10.8%	38.3%	22.2%	-23.5%	23.1%	-9.7%	269.3%	119.4%	19.3%	40.9%	-40.5%	Oct '25
Solana	116.86	1.6%	15.0%	18.6%	71.9%	28.7%	-44.8%	-34.2%	-6.1%	501.2%	-16.2%	-30.9%	10.8%	-55.4%	Jan '25
Bitcoin ETF	47.81	-0.1%	10.4%	7.1%	41.2%	21.7%	-25.8%	-6.4%	-3.7%	-	-	-12.5%	9.7%	-32.9%	Oct '25
Grayscale Bitcoin (hi fee)	65.24	-0.11%	10.3%	7.0%	40.6%	20.9%	-26.7%	-7.6%	-4.6%	282.1%	111.0%	-14.2%	7.6%	-33.7%	Oct '25
Bloomberg Commodities	26.56	0.4%	0.3%	4.9%	20.3%	13.5%	44.7%	14.9%	36.0%	54.9%	73.6%	42.7%	57.9%	-0.9%	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	5.46	1.1%	3.1%	4.4%	12.5%	10.5%	14.8%	1.1%	12.8%	20.8%	174.7%	14.6%	15.8%	NewNew Peak	Sep '26
10yr Treasury rate	5.16	0.9%	4.3%	9.7%	17.3%	17.5%	24.5%	-9.0%	24.0%	16.3%	253.6%	13.8%	21.1%	NewNew Peak	Sep '26
5yr Treasury rate	5.03	0.6%	4.7%	14.0%	20.3%	24.7%	35.4%	-15.0%	35.0%	10.0%	425.1%	15.0%	28.4%	NewNew Peak	Sep '26
13-week T-bill	4.07	1.0%	2.6%	9.9%	10.2%	12.4%	5.4%	-15.7%	14.7%	-23.3%	16172.0%	-3.6%	-2.6%	-5.1%	May '25
Crude Oil	94.76	2.8%	-7.0%	11.5%	34.7%	2.6%	45.8%	-19.9%	65.0%	5.3%	28.1%	31.2%	59.0%	-16.1%	Apr '26
Gold	4310.10	-0.2%	-2.0%	-8.3%	7.5%	-2.1%	14.4%	64.4%	-0.7%	121.5%	146.1%	46.8%	44.1%	-19.0%	Jan '26
USD/EUR	0.88	0.02%	0.9%	2.5%	-0.2%	2.0%	3.2%	-11.4%	3.2%	-	-	-8.2%	-3.5%	-10.0%	Jan '25
USD/JPY	158.86	0.4%	1.7%	-0.2%	-1.8%	0.2%	6.8%	-0.4%	1.6%	-	-	4.6%	8.9%	-3.1%	Jul '26
S&P 500 Volatility Index	15.67	3.2%	1.5%	-1.1%	-15.9%	-41.9%	-3.2%	-13.8%	4.8%	-8.9%	-11.7%	2.6%	-70.1%	-70.1%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.90		-0.1%	-0.4%	-0.8%	-0.2%	0.9%	2.4%	6.1%	1.2%	17.5%	18.3%	6.5%	5.8%	-0.9%	Aug '26
Interm Muni- JPMorgan	48.04		-0.2%	-1.3%	-2.9%	-4.1%	-1.8%	-1.3%	4.3%	-2.6%	9.0%	1.7%	1.0%	3.4%	-4.4%	Jul '26
Interm Bond- Janus MSB	42.67		-0.9%	-2.2%	-3.6%	-4.5%	-2.8%	-1.7%	8.8%	-3.3%	13.4%	-0.6%	4.1%	3.1%	-5.4%	Feb '26
Interm Bond- Vanguard	73.14		-0.5%	-1.5%	-2.8%	-3.7%	-2.6%	-2.3%	8.5%	-3.3%	13.0%	-2.7%	4.0%	2.4%	-5.1%	Feb '26
Multisector Bond- Intrepid	8.83	p	EOD	-0.5%	-0.4%	0.4%	2.8%	3.9%	8.2%	2.7%	27.9%	33.3%	9.3%	12.2%	-0.6%	Aug '26
Int’l Bond- JPMorgan	46.82		-0.4%	-0.8%	-2.0%	-2.2%	0.4%	0.1%	8.2%	-1.0%	17.2%	12.1%	5.3%	5.9%	-2.8%	Feb '26
Long Bond- Vanguard	69.68		-1.2%	-2.7%	-2.7%	-6.7%	-3.4%	-4.8%	7.2%	-4.7%	10.9%	-17.9%	1.0%	4.5%	-7.5%	Oct '25
Long CA Muni- PIMCO	8.96	p	EOD	-1.0%	-3.0%	-4.2%	-1.8%	-0.6%	4.4%	-2.3%	12.0%	2.1%	1.4%	4.2%	-4.7%	Jul '26
Long Muni- iShares	54.39		-0.5%	-1.6%	-3.5%	-4.7%	-2.4%	-1.7%	3.4%	-3.5%	6.8%	-1.2%	0.3%	4.1%	-5.3%	Feb '26

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