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S&P 500

Return

78.3%

[

20.2%

annualized]

Dec 30 2022 - Feb 19 2026

-1.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.8%

[

13.5%

annualized]

Dec 30 2022 - Feb 19 2026

-1.7%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.8%

[

14.0%

annualized]

Dec 30 2022 - Feb 19 2026

-2.3%

Below
Peak
Jan '26

Performance Range:

As of Feb 19 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	6845.02	-0.5%	0.2%	-1.4%	3.1%	6.8%	11.4%	16.4%	0.0%	67.8%	75.2%	42.7%	91.4%	-1.9%	Jan '26
DJIA (Large Value)	49328.95	-0.7%	-0.2%	-0.1%	6.9%	9.8%	10.5%	13.0%	2.6%	45.8%	56.6%	34.8%	68.9%	-1.7%	Feb '26
Russell 2000 (Small Cap)	2656.24	-0.09%	1.5%	-0.8%	13.1%	16.7%	16.4%	11.3%	7.0%	36.5%	17.2%	16.9%	57.4%	-2.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22616.20	-0.6%	0.1%	-3.8%	0.2%	6.1%	12.8%	20.4%	-2.7%	91.9%	63.0%	42.8%	117.1%	-5.6%	Oct '25
Aggregate Bond	100.90	0.04%	0.2%	1.2%	1.8%	3.9%	7.7%	7.2%	1.4%	14.8%	1.2%	1.8%	18.9%	-0.1%	Feb '26
Corp Bond	111.63	0.03%	0.4%	1.3%	2.3%	4.0%	8.5%	7.9%	1.7%	18.9%	0.9%	0.4%	27.3%	-0.1%	Feb '26
High Yield Bond	80.89	-0.02%	0.1%	0.2%	2.4%	3.6%	7.5%	8.6%	0.8%	29.6%	21.0%	17.4%	37.4%	New Peak	Feb '26
Preferred	31.68	-0.3%	0.7%	0.3%	5.3%	3.6%	6.4%	4.9%	2.9%	16.6%	12.7%	4.2%	27.9%	-0.5%	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	52.78	-0.5%	-0.1%	8.4%	23.7%	18.4%	19.7%	9.9%	16.4%	37.6%	55.3%	28.0%	64.3%	-1.6%	Feb '26
Consumer Discretionary/Cyclical	115.92	-0.9%	-0.2%	-5.2%	3.5%	1.2%	3.3%	7.4%	-2.9%	57.9%	42.3%	14.0%	71.5%	-6.9%	Jan '26
Financial Services	52.01	-1.1%	0.6%	-4.5%	1.2%	-0.5%	1.0%	14.9%	-5.0%	49.9%	74.9%	40.9%	81.3%	-7.8%	Jan '26
Real Estate	94.13	-0.3%	0.9%	1.6%	7.3%	6.0%	6.2%	3.3%	6.4%	19.0%	27.4%	-4.3%	40.4%	-1.4%	Feb '26
Communication Services	114.86	0.2%	0.2%	-0.3%	3.6%	4.9%	10.8%	23.1%	-2.4%	114.3%	66.4%	53.1%	149.6%	-4.4%	Jan '26
Energy	55.29	0.9%	2.4%	15.9%	24.1%	32.2%	24.2%	7.9%	23.7%	44.8%	189.0%	122.7%	54.3%	New Peak	Feb '26
Industrials	175.92	0.5%	1.8%	5.4%	17.4%	17.1%	28.5%	19.3%	13.4%	78.8%	108.7%	78.5%	118.3%	New Peak	Feb '26
Technology	139.64	-0.9%	0.3%	-4.1%	-0.5%	7.0%	16.0%	24.6%	-3.0%	104.1%	113.4%	64.2%	145.5%	-8.0%	Oct '25
Consumer Staples/Defensive	87.64	-0.5%	-1.8%	6.7%	15.5%	7.5%	10.4%	1.5%	12.8%	28.9%	53.8%	26.4%	41.4%	-2.1%	Feb '26
Healthcare	157.06	-0.4%	0.7%	0.9%	3.5%	15.9%	9.2%	14.5%	1.5%	25.0%	48.7%	20.2%	36.0%	-1.6%	Jan '26
Utilities	46.02	0.9%	1.7%	6.1%	4.8%	8.4%	17.9%	16.0%	7.8%	47.3%	74.4%	46.6%	65.4%	-1.0%	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	145.96	-0.5%	0.2%	0.7%	7.0%	11.0%	19.7%	22.4%	3.2%	69.7%	66.3%	47.3%	100.1%	-1.2%	Feb '26
MSCI Emerging Markets	60.90	-0.5%	0.1%	5.2%	14.7%	24.0%	39.8%	34.0%	11.3%	65.3%	19.0%	36.5%	92.3%	-1.1%	Feb '26
FTSE Europe	89.01	-0.6%	0.3%	3.3%	13.8%	14.1%	31.5%	35.8%	6.5%	60.6%	67.2%	47.4%	116.0%	-0.6%	Feb '26
MSCI Japan	91.04	-0.4%	-2.5%	6.5%	17.1%	18.1%	36.8%	25.9%	12.8%	74.6%	44.1%	50.3%	104.7%	-3.1%	Feb '26
MSCI India	52.28	-2.0%	-1.6%	-1.1%	-4.7%	-2.6%	5.1%	2.7%	-3.3%	30.8%	31.6%	13.3%	30.1%	-11.1%	Sep '24
MSCI China	60.60	-0.6%	0.0%	-3.1%	-0.9%	2.9%	15.3%	31.0%	0.9%	30.6%	-29.1%	7.1%	63.9%	-8.4%	Oct '25
International Bond	48.94	0.08%	0.3%	1.1%	1.4%	2.5%	4.3%	2.9%	1.5%	15.6%	2.2%	2.9%	19.2%	New Peak	Feb '26
iShares Latin America	36.37	0.6%	-0.3%	11.9%	23.6%	44.9%	59.0%	52.7%	19.4%	73.6%	80.3%	106.8%	85.6%	-2.0%	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	628.06	-0.5%	0.3%	-1.3%	3.4%	7.4%	12.8%	17.8%	0.1%	74.9%	88.1%	51.5%	100.7%	-1.8%	Jan '26
US Large Growth	449.28	-0.6%	0.1%	-4.5%	-3.1%	1.6%	8.3%	18.3%	-5.1%	94.2%	85.1%	49.7%	119.9%	-8.5%	Oct '25
US Large Value	223.61	-0.3%	0.6%	2.1%	11.2%	13.4%	16.0%	15.7%	6.3%	49.9%	70.0%	43.8%	74.4%	-0.5%	Feb '26

US MidCap Blend	302.37	-0.4%	1.3%	0.7%	7.5%	6.2%	10.7%	11.6%	4.2%	43.8%	45.9%	27.2%	69.6%	-0.4%	Feb '26
US MidCap Growth	274.54	-0.4%	1.7%	-3.8%	-0.3%	-3.5%	1.2%	10.7%	-1.6%	41.5%	24.4%	12.4%	65.9%	-7.8%	Oct '25
US MidCap Value	192.21	-0.4%	1.1%	3.7%	13.3%	13.6%	17.7%	12.1%	8.4%	42.8%	66.3%	40.0%	69.3%	-0.4%	Feb '26

US Small Blend	277.51	-0.2%	1.7%	0.7%	13.4%	13.5%	13.3%	8.9%	7.6%	43.1%	37.9%	29.6%	68.1%	-0.5%	Feb '26
US Small Growth	337.03	-0.12%	1.8%	-3.6%	9.7%	14.0%	14.3%	12.9%	4.3%	44.4%	6.4%	17.0%	66.1%	-4.7%	Jan '26
US Small Value	199.90	0.08%	1.4%	2.3%	17.4%	20.9%	21.7%	12.4%	10.3%	38.7%	44.4%	28.8%	62.2%	-0.5%	Feb '26

Foreign Large Blend	103.89	-0.4%	-0.2%	4.4%	14.3%	14.9%	31.8%	31.6%	8.2%	61.2%	59.3%	48.4%	106.3%	-1.0%	Feb '26
Foreign Growth	121.40	-0.7%	0.1%	1.8%	11.0%	10.1%	19.2%	20.7%	6.6%	41.4%	26.9%	17.8%	78.5%	-1.1%	Feb '26
Foreign Value	78.44	-0.3%	-0.6%	6.8%	17.7%	19.2%	44.4%	42.2%	9.9%	81.8%	95.1%	84.0%	136.0%	-1.0%	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	23.10		-0.02%	0.0%	-1.2%	-0.8%	-0.7%	1.9%	3.6%	-0.9%	22.7%	27.6%	24.2%	29.9%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.73		-0.04%	0.0%	0.3%	1.4%	2.6%	5.1%	5.2%	0.7%	21.3%	25.2%	24.1%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.64		-0.1%	0.1%	-1.5%	0.2%	1.8%	4.9%	6.9%	-1.2%	24.5%	27.3%	25.4%	31.7%	-1.5%	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	54.38		-0.5%	0.3%	-0.1%	6.0%	8.6%	14.8%	17.7%	1.9%	81.0%	120.5%	90.1%	109.9%	-1.4%	Feb '26
Int’l Min Volatility- Franklin	40.76		0.2%	0.9%	7.3%	14.9%	21.2%	34.7%	27.1%	10.7%	80.4%	130.2%	97.4%	111.9%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.83	p	EOD	2.9%	-1.6%	11.6%	9.2%	8.7%	3.0%	6.4%	71.5%	115.9%	98.7%	104.2%	-2.4%	Feb '26
Small Value- Avantis	114.85		-0.3%	1.3%	5.8%	20.8%	21.5%	19.9%	7.4%	12.6%	46.3%	86.4%	52.4%	74.9%	-0.4%	Feb '26
Mid Value- Pacer Cash Cows	64.03		-0.4%	0.8%	3.8%	12.0%	14.0%	11.5%	9.0%	6.4%	40.5%	91.2%	47.0%	59.1%	-0.7%	Feb '26
Growth- S&P Momentum	118.98		-0.3%	0.6%	-0.8%	2.2%	3.3%	16.3%	26.6%	-0.3%	123.0%	130.6%	93.7%	138.0%	-4.0%	Oct '25
Invesco S&P Quality	79.58		-0.5%	1.1%	2.7%	9.9%	10.6%	13.0%	13.2%	6.0%	79.5%	95.2%	57.8%	107.9%	-0.9%	Feb '26
Rotation Factor- BlackRock	60.85		-0.4%	0.5%	-0.4%	3.1%	8.0%	14.5%	20.0%	0.1%	98.0%	100.0%	69.1%	129.2%	-1.8%	Feb '26
US Min Volatility- Fidelity	67.71		-0.3%	0.3%	-0.1%	3.8%	6.0%	8.5%	11.8%	1.4%	50.1%	69.0%	38.0%	68.3%	-1.4%	Feb '26
Derivative Income- JPMorgan	59.15		-0.3%	0.2%	1.9%	7.1%	8.0%	7.7%	8.1%	3.9%	36.8%	61.5%	34.6%	53.7%	-0.3%	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	15.99	p	EOD	-0.2%	1.4%	2.0%	-0.1%	6.1%	6.5%	1.1%	25.6%	32.4%	31.0%	30.5%	-0.6%	Feb '26
Multistrategy- AQR	14.43	p	EOD	0.6%	2.9%	4.5%	9.9%	13.5%	16.4%	3.0%	43.5%	78.1%	69.2%	51.2%	New Peak	Feb '26
Long Short- AQR	20.94	p	EOD	0.4%	1.6%	4.6%	11.6%	23.5%	34.4%	-1.0%	103.9%	217.1%	155.5%	143.7%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.59	p	EOD	0.8%	-0.5%	3.7%	8.0%	17.2%	18.3%	0.1%	61.7%	67.7%	69.2%	69.8%	-1.8%	Feb '26
Multi Strategy- Variant	26.41	p	EOD	0.1%	0.6%	1.2%	3.3%	6.5%	7.2%	0.3%	21.9%	47.5%	34.2%	25.8%	New Peak	Feb '26
Long Short- First Trust	70.86		-0.4%	0.1%	-0.7%	0.9%	5.9%	5.4%	9.1%	-0.2%	47.2%	60.0%	43.4%	58.5%	-1.7%	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)	302.82	-0.2%	-2.0%	-8.2%	3.5%	50.5%	64.1%	66.0%	-3.3%	223.4%	192.1%	110.4%	212.7%	-11.9%	Feb '26
Meta (Communications)	643.50	0.04%	-1.0%	3.7%	9.1%	-14.2%	-8.3%	13.1%	-2.5%	274.8%	147.7%	91.4%	408.2%	-18.4%	Aug '25
Amazon (Cyclical)	204.17	-0.3%	2.3%	-14.6%	-8.3%	-10.5%	-9.9%	5.2%	-11.5%	110.1%	25.6%	19.8%	80.8%	-19.6%	Nov '25
Tesla (Cyclical)	410.01	-0.3%	-1.7%	-6.3%	1.5%	24.5%	13.7%	11.4%	-8.8%	96.8%	57.4%	2.5%	88.7%	-16.3%	Dec '25
Procter & Gamble (Defensive)	158.20	0.9%	-1.9%	10.2%	8.4%	1.3%	-2.4%	-12.3%	11.2%	22.0%	41.2%	8.1%	39.1%	-9.0%	Dec '24
PepsiCo (Defensive)	164.55	0.10%	-1.6%	12.5%	12.9%	10.3%	17.4%	-1.8%	14.7%	3.1%	44.9%	7.8%	7.9%	-8.0%	May '23
Coca-Cola (Defensive)	78.97	-0.7%	0.0%	12.1%	11.8%	14.3%	16.0%	15.6%	13.0%	43.8%	83.2%	50.1%	57.9%	-0.7%	Feb '26
Exxon Mobil (Energy)	151.62	0.6%	1.1%	17.5%	30.1%	43.3%	42.2%	16.0%	26.8%	50.9%	250.6%	176.9%	73.3%	-1.9%	Feb '26
Chevron (Energy)	185.64	1.0%	1.8%	11.7%	22.4%	23.5%	22.2%	10.1%	21.8%	28.2%	136.3%	82.9%	34.6%	-0.1%	Feb '26
JPMorgan Chase (Financial)	307.36	-0.5%	1.6%	-1.6%	1.8%	6.7%	12.3%	37.3%	-4.2%	132.0%	135.8%	112.1%	220.9%	-8.1%	Jan '26
Visa (Financial)	318.61	-0.5%	-1.7%	-2.8%	-1.5%	-6.6%	-9.6%	11.8%	-9.0%	45.8%	61.5%	48.6%	83.6%	-14.2%	Jun '25
Mastercard (Financial)	519.07	-1.7%	-1.6%	-3.8%	-2.0%	-11.1%	-8.2%	9.0%	-8.9%	46.3%	60.3%	43.5%	86.7%	-13.1%	Aug '25
Bank of America (Financial)	52.56	-1.5%	0.1%	-0.8%	1.6%	10.5%	16.9%	28.0%	-4.4%	60.9%	71.7%	26.0%	91.5%	-8.2%	Jan '26
UnitedHealth (Health)	289.69	0.5%	1.9%	-12.5%	-5.6%	-3.5%	-41.9%	-33.1%	-12.2%	-38.7%	-3.2%	-38.3%	-38.6%	-52.3%	Nov '24
Johnson & Johnson (Health)	246.57	0.6%	0.8%	12.8%	22.5%	40.6%	59.7%	47.5%	19.1%	67.2%	74.4%	61.6%	67.1%	New Peak	Feb '26
Eli Lilly (Health)	1021.23	0.07%	-1.5%	-1.5%	-2.5%	45.7%	18.7%	40.2%	-4.8%	217.9%	434.3%	290.8%	223.6%	-7.8%	Nov '25
Union Pacific (Industrials)	263.16	-0.7%	0.5%	14.7%	19.7%	19.0%	9.1%	3.9%	13.8%	40.1%	40.8%	16.6%	47.9%	-0.7%	Feb '26
Honeywell (Industrials)	240.63	-0.2%	0.3%	9.7%	26.3%	18.5%	23.8%	-6.4%	23.3%	35.2%	38.9%	34.4%	58.4%	-1.1%	Feb '26
Nvidia (IT)	186.86	-0.6%	0.0%	0.3%	0.2%	6.4%	34.2%	38.9%	0.2%	774.5%	1155.4%	521.6%	1526.9%	-9.7%	Oct '25
Broadcom (IT)	331.54	-0.6%	0.1%	-5.7%	-6.3%	12.8%	46.3%	50.6%	-4.2%	482.2%	652.2%	439.6%	712.1%	-19.6%	Dec '25
Adobe (IT)	258.18	-1.9%	-1.6%	-12.8%	-18.8%	-28.5%	-43.5%	-21.3%	-26.2%	-27.7%	-46.1%	-54.3%	-9.8%	-59.3%	Feb '24
Oracle (IT)	155.97	-0.13%	-0.3%	-18.4%	-30.7%	-33.2%	-13.2%	18.1%	-19.8%	85.3%	173.2%	87.8%	154.5%	-52.3%	Sep '25
salesforce.com (IT)	185.17	-1.4%	-0.1%	-18.5%	-18.6%	-24.5%	-42.6%	-20.2%	-30.1%	13.5%	-24.0%	-26.6%	31.7%	-49.3%	Dec '24
Linde PLC (Materials)	488.36	0.6%	3.3%	11.3%	18.6%	2.5%	7.1%	3.2%	14.5%	58.0%	108.6%	52.3%	87.7%	New Peak	Feb '26
Sherwin-Williams (Materials)	357.68	-2.2%	-4.0%	0.0%	8.5%	-2.6%	2.6%	-3.8%	10.4%	61.2%	56.5%	9.4%	82.8%	-9.7%	Nov '24
American Tower (Real Estate)	186.41	-0.11%	-0.9%	1.5%	4.3%	-8.1%	2.3%	-0.9%	6.2%	-1.9%	-4.6%	-26.1%	13.1%	-19.3%	Sep '24
Prologis Inc. (Real Estate)	138.65	-0.7%	1.7%	4.1%	14.2%	27.3%	18.1%	25.1%	8.6%	21.6%	51.5%	-5.2%	52.8%	-2.2%	Feb '26
NextEra Energy (Utilities)	91.51	0.3%	-0.5%	9.4%	9.3%	21.3%	36.6%	15.5%	14.0%	31.3%	33.2%	11.3%	38.0%	-2.4%	Feb '26
Duke Energy (Utilities)	126.10	0.7%	0.8%	6.7%	4.0%	3.6%	16.8%	12.7%	8.5%	42.5%	73.1%	43.8%	68.3%	-1.6%	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	16.07	p	EOD	0.2%	1.1%	3.1%	5.2%	9.8%	9.4%	1.9%	24.7%	12.5%	10.3%	32.2%	New Peak	Feb '26
Moderate-60% Stock	66.86		-0.3%	0.2%	1.1%	5.5%	8.5%	15.8%	16.4%	2.8%	45.9%	39.7%	29.2%	64.0%	-0.4%	Feb '26
Mod Agg-80% Stock	52.69	p	EOD	0.6%	1.4%	7.4%	10.7%	19.0%	19.6%	3.9%	57.6%	51.5%	37.9%	81.2%	-0.4%	Feb '26
Aggressive-90% Stock	31.68	p	EOD	0.8%	1.8%	8.8%	12.4%	20.4%	20.9%	4.7%	59.1%	53.7%	37.6%	83.8%	-0.4%	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	66932.91	0.8%	1.1%	-29.9%	-26.8%	-40.7%	-30.7%	-6.3%	-23.5%	172.5%	19.8%	44.1%	249.4%	-46.3%	Oct '25
Ethereum	1938.47	-0.8%	-0.4%	-41.2%	-35.9%	-52.4%	-28.6%	-11.0%	-34.7%	14.4%	-1.1%	-48.5%	49.7%	-59.9%	Aug '25
BNB	603.95	-0.09%	-1.6%	-35.6%	-32.6%	-26.7%	-7.6%	23.1%	-30.0%	92.7%	81.6%	17.9%	122.9%	-53.9%	Oct '25
Solana	81.92	0.4%	4.6%	-43.5%	-40.1%	-53.5%	-51.5%	-34.2%	-34.2%	253.6%	614.4%	-51.9%	162.8%	-68.7%	Jan '25
Bitcoin ETF	37.96	1.1%	2.5%	-30.0%	-25.2%	-40.9%	-30.5%	-6.4%	-23.5%	-	-	-	-	-46.8%	Oct '25
Grayscale Bitcoin (hi fee)	52.20	1.1%	2.5%	-30.0%	-25.4%	-41.2%	-31.4%	-7.6%	-23.6%	373.7%	1.9%	68.6%	415.5%	-47.0%	Oct '25
Bloomberg Commodities	21.24	0.7%	1.6%	4.8%	10.0%	21.4%	14.1%	14.9%	8.8%	27.1%	60.4%	38.1%	19.7%	-4.9%	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	4.70	-0.04%	-0.6%	-2.8%	-1.0%	-4.0%	-1.3%	1.1%	-2.8%	21.0%	119.8%	133.3%	21.1%	-7.8%	Oct '23
10yr Treasury rate	4.07	-0.10%	-0.7%	-3.7%	-1.4%	-5.3%	-10.1%	-9.0%	-2.1%	6.5%	203.0%	150.3%	4.4%	-18.3%	Oct '23
5yr Treasury rate	3.65	0.05%	-0.6%	-4.7%	-1.6%	-4.6%	-16.5%	-15.0%	-2.0%	-9.6%	527.7%	167.2%	-11.3%	-26.5%	Oct '23
13-week T-bill	3.60	-0.2%	-0.1%	1.1%	-4.7%	-12.5%	-14.8%	-15.7%	1.4%	-23.2%	15530.4%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	66.63	2.2%	6.0%	12.1%	12.1%	6.9%	-7.8%	-19.9%	16.0%	-12.7%	12.5%	-12.4%	-23.7%	-28.9%	Sep '23
Gold	5013.20	0.5%	1.8%	9.3%	22.9%	51.3%	71.7%	64.5%	15.9%	172.4%	182.3%	178.6%	200.1%	-5.7%	Jan '26
EUR/USD	1.18	-0.7%	-0.9%	1.4%	1.6%	1.1%	12.6%	12.9%	0.2%	10.3%	-2.7%	3.5%	21.2%	-2.1%	Jan '26
USD/JPY	155.06	1.2%	1.2%	-2.2%	-0.3%	5.0%	2.1%	-0.4%	-0.9%	15.7%	46.8%	34.7%	5.7%	-4.1%	Jul '24
S&P 500 Volatility Index	20.53	4.6%	-1.4%	29.4%	-13.2%	31.9%	34.4%	-13.8%	37.3%	2.5%	-6.9%	23.7%	-38.8%	-60.8%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.98		0.00%	0.1%	0.6%	1.4%	2.7%	6.0%	6.1%	0.7%	20.2%	18.7%	18.1%	23.3%	New Peak	Feb '26
Interm Muni- JPMorgan	51.11		0.04%	0.2%	0.9%	1.9%	5.2%	5.2%	4.3%	1.5%	13.5%	7.3%	5.9%	17.5%	New Peak	Feb '26
Interm Bond- Janus MSB	46.17		0.01%	0.1%	1.1%	2.6%	5.5%	9.3%	8.8%	1.5%	16.6%	4.6%	5.1%	22.2%	-0.2%	Feb '26
Interm Bond- Vanguard	78.54		0.06%	0.2%	1.3%	1.7%	3.7%	8.9%	8.5%	1.2%	17.1%	2.1%	3.3%	21.4%	-0.1%	Feb '26
Multisector Bond- Intrepid	9.01	p	EOD	0.2%	-0.2%	1.8%	3.2%	7.0%	8.2%	0.5%	30.8%	36.4%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	49.26		-0.12%	0.1%	1.0%	2.3%	3.6%	8.0%	8.2%	1.6%	20.7%	16.0%	15.5%	29.8%	-0.1%	Feb '26
Long Bond- Vanguard	77.36		0.05%	0.5%	1.6%	2.7%	4.9%	8.5%	7.2%	2.4%	16.4%	-7.1%	-9.4%	27.9%	-0.6%	Oct '25
Long CA Muni- PIMCO	9.53	p	EOD	0.2%	0.7%	1.3%	5.5%	4.0%	3.3%	1.2%	12.7%	3.1%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.18		0.03%	0.1%	0.8%	2.0%	6.0%	5.4%	3.4%	1.5%	12.3%	4.5%	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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