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S&P 500

Return

80.0%

[

20.6%

annualized]

Dec 30 2022 - Feb 20 2026

-1.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.7%

[

13.7%

annualized]

Dec 30 2022 - Feb 20 2026

-1.1%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

51.2%

[

14.1%

annualized]

Dec 30 2022 - Feb 20 2026

-2.0%

Below
Peak
Jan '26

Performance Range:

As of Feb 20 11:50 PM EDT, next update at 12:00 AM

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	6909.51	0.7%	1.1%	0.5%	4.6%	8.5%	14.9%	16.4%	0.9%	72.9%	76.9%	44.1%	93.2%	-1.0%	Jan '26
DJIA (Large Value)	49625.97	0.5%	0.3%	1.1%	7.3%	10.8%	14.3%	13.0%	3.3%	49.8%	57.6%	35.6%	69.9%	-1.1%	Feb '26
Russell 2000 (Small Cap)	2663.78	-0.05%	0.6%	-1.3%	12.4%	17.1%	21.3%	11.3%	7.3%	41.1%	17.5%	17.2%	57.8%	-2.0%	Jan '26
NASDAQ Comp (Tech/Growth)	22886.07	0.9%	1.5%	-1.5%	2.8%	8.5%	17.2%	20.4%	-1.5%	99.1%	65.0%	44.5%	119.7%	-4.5%	Oct '25
Aggregate Bond	100.90	0.02%	-0.1%	1.2%	1.5%	4.1%	7.0%	7.2%	1.4%	15.9%	1.2%	1.8%	18.9%	-0.1%	Feb '26
Corp Bond	111.59	-0.08%	0.0%	1.3%	1.8%	4.3%	7.9%	7.9%	1.6%	20.5%	0.9%	0.4%	27.3%	-0.1%	Feb '26
High Yield Bond	81.00	0.07%	0.2%	0.3%	2.2%	4.0%	7.8%	8.6%	1.0%	31.8%	21.2%	17.6%	37.6%	New Peak	Feb '26
Preferred	31.70	-0.03%	0.0%	0.1%	5.4%	3.7%	6.7%	4.9%	3.0%	19.6%	12.8%	4.2%	27.9%	-0.4%	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	52.96	0.2%	-0.7%	7.6%	23.3%	18.3%	22.6%	9.9%	16.8%	40.4%	55.8%	28.4%	64.9%	-1.2%	Feb '26
Consumer Discretionary/Cyclical	117.45	1.0%	1.1%	-3.3%	4.4%	4.2%	8.5%	7.4%	-1.6%	65.5%	44.1%	15.5%	73.8%	-5.7%	Jan '26
Financial Services	52.49	0.7%	1.6%	-1.8%	1.9%	0.3%	4.9%	14.9%	-4.2%	54.5%	76.5%	42.2%	82.9%	-6.9%	Jan '26
Real Estate	94.88	0.8%	0.3%	4.0%	6.9%	6.9%	7.6%	3.3%	7.2%	22.4%	28.4%	-3.6%	41.5%	-0.6%	Feb '26
Communication Services	116.80	1.4%	1.9%	1.9%	4.7%	7.2%	14.7%	23.1%	-0.8%	122.8%	69.2%	55.7%	153.9%	-2.7%	Jan '26
Energy	54.88	-0.5%	1.0%	12.6%	23.8%	29.2%	24.7%	7.9%	22.7%	44.4%	186.8%	121.1%	53.1%	-0.5%	Feb '26
Industrials	177.23	0.5%	1.8%	6.5%	18.8%	18.5%	33.2%	19.3%	14.3%	84.3%	110.2%	79.9%	119.9%	New Peak	Feb '26
Technology	140.88	0.5%	0.9%	-2.0%	3.3%	9.1%	20.7%	24.6%	-2.1%	110.9%	115.3%	65.6%	147.7%	-7.2%	Oct '25
Consumer Staples/Defensive	87.89	0.3%	-1.8%	6.6%	13.7%	8.2%	9.9%	1.5%	13.1%	29.8%	54.3%	26.7%	41.8%	-1.8%	Feb '26
Healthcare	156.82	-0.3%	-0.5%	-0.9%	1.9%	15.4%	9.0%	14.5%	1.3%	26.5%	48.4%	20.0%	35.7%	-1.8%	Jan '26
Utilities	46.33	0.5%	-0.4%	7.7%	5.9%	9.8%	18.7%	16.0%	8.5%	51.2%	75.6%	47.6%	66.5%	-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	147.63	0.9%	1.2%	2.5%	8.8%	12.8%	22.9%	22.4%	4.3%	74.7%	68.2%	49.0%	102.4%	-0.1%	Feb '26
MSCI Emerging Markets	62.34	2.1%	2.0%	7.0%	19.1%	27.4%	42.2%	34.0%	13.9%	71.4%	21.9%	39.8%	96.9%	New Peak	Feb '26
FTSE Europe	90.01	1.0%	1.5%	4.9%	14.9%	15.4%	32.7%	35.8%	7.7%	64.3%	69.1%	49.0%	118.4%	New Peak	Feb '26
MSCI Japan	91.47	0.3%	-2.5%	7.9%	16.9%	20.6%	38.5%	25.9%	13.3%	77.6%	44.8%	51.0%	105.6%	-2.7%	Feb '26
MSCI India	53.42	2.1%	1.0%	3.6%	-1.5%	-0.3%	8.4%	2.7%	-1.2%	35.2%	34.5%	15.7%	33.0%	-9.1%	Sep '24
MSCI China	61.01	0.5%	1.1%	-2.4%	1.4%	2.9%	11.8%	31.0%	1.6%	32.9%	-28.6%	7.8%	65.0%	-7.8%	Oct '25
International Bond	48.98	0.10%	0.3%	1.4%	1.3%	2.7%	4.0%	2.9%	1.6%	16.6%	2.3%	3.0%	19.3%	New Peak	Feb '26
iShares Latin America	37.08	1.7%	2.3%	9.5%	27.4%	46.4%	65.6%	52.7%	21.8%	79.5%	83.8%	110.9%	89.2%	-0.1%	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	634.02	0.7%	1.1%	0.6%	4.9%	9.1%	16.3%	17.8%	1.1%	80.1%	89.9%	52.9%	102.6%	-0.9%	Jan '26
US Large Growth	453.86	0.7%	1.5%	-1.9%	-0.7%	3.7%	12.5%	18.3%	-4.1%	100.8%	87.0%	51.3%	122.2%	-7.6%	Oct '25
US Large Value	225.27	0.6%	0.7%	2.8%	11.5%	14.6%	19.1%	15.7%	7.1%	53.8%	71.2%	44.8%	75.7%	New Peak	Feb '26

US MidCap Blend	304.31	0.4%	0.7%	1.6%	8.2%	7.5%	14.3%	11.6%	4.9%	48.1%	46.8%	28.0%	70.7%	New Peak	Feb '26
US MidCap Growth	276.02	0.3%	0.9%	-2.4%	1.3%	-2.3%	6.1%	10.7%	-1.1%	45.9%	25.1%	13.0%	66.8%	-7.3%	Oct '25
US MidCap Value	193.44	0.6%	0.5%	4.3%	13.0%	14.6%	20.0%	12.1%	9.1%	47.0%	67.4%	40.9%	70.4%	New Peak	Feb '26

US Small Blend	279.14	0.3%	1.0%	0.8%	13.3%	14.7%	18.1%	8.9%	8.2%	47.9%	38.7%	30.3%	69.1%	New Peak	Feb '26
US Small Growth	337.07	-0.3%	0.7%	-3.9%	9.5%	13.8%	19.7%	12.9%	4.4%	49.0%	6.5%	17.0%	66.1%	-4.7%	Jan '26
US Small Value	200.92	0.3%	0.5%	1.7%	16.2%	22.1%	26.1%	12.4%	10.9%	43.4%	45.1%	29.4%	63.1%	New Peak	Feb '26

Foreign Large Blend	104.90	0.8%	0.6%	5.9%	15.3%	16.3%	33.3%	31.6%	9.2%	64.6%	60.9%	49.9%	108.3%	New Peak	Feb '26
Foreign Growth	122.75	0.9%	0.7%	3.6%	12.4%	12.3%	21.2%	20.7%	7.8%	45.1%	28.3%	19.1%	80.5%	New Peak	Feb '26
Foreign Value	79.13	0.7%	0.6%	8.1%	18.1%	20.1%	45.4%	42.2%	10.8%	84.7%	96.8%	85.6%	138.1%	-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	23.09	-0.06%	-0.1%	-1.1%	-0.5%	-0.7%	2.0%	3.6%	-0.9%	22.9%	27.6%	24.2%	29.9%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.76	0.06%	0.1%	0.3%	1.4%	2.6%	5.2%	5.2%	0.7%	21.4%	25.3%	24.2%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.64	0%	0.0%	-1.1%	0.2%	1.8%	5.1%	6.9%	-1.2%	24.9%	27.3%	25.4%	31.7%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.51	0.10%	0.2%	0.3%	1.6%	3.7%	7.9%	8.9%	0.7%	36.7%	60.8%	48.2%	41.5%	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	54.92	0.8%	1.2%	1.7%	7.8%	10.2%	18.8%	17.7%	2.9%	85.8%	122.6%	91.9%	112.0%	-0.5%	Feb '26
Int’l Min Volatility- Franklin	40.97	0.4%	1.2%	8.2%	14.7%	20.8%	35.8%	27.1%	11.3%	81.6%	131.4%	98.4%	113.0%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.93	1.0%	2.0%	-0.4%	13.2%	11.4%	13.4%	3.0%	6.8%	76.6%	116.7%	99.5%	105.0%	-2.0%	Feb '26
Small Value- Avantis	115.54	0.5%	0.6%	4.9%	19.8%	22.3%	25.1%	7.4%	13.3%	51.7%	87.5%	53.3%	76.0%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	64.27	0.2%	0.2%	3.7%	11.8%	14.5%	13.6%	9.0%	6.8%	43.5%	91.9%	47.6%	59.7%	-0.3%	Feb '26
Growth- S&P Momentum	119.96	0.5%	1.4%	2.0%	5.2%	4.9%	21.0%	26.6%	0.5%	126.3%	132.5%	95.3%	140.0%	-3.2%	Oct '25
Invesco S&P Quality	80.41	0.8%	1.3%	4.1%	10.7%	12.2%	16.0%	13.2%	7.1%	83.9%	97.3%	59.4%	110.1%	New Peak	Feb '26
Rotation Factor- BlackRock	61.47	0.8%	1.6%	1.7%	5.1%	9.7%	18.4%	20.0%	1.1%	103.7%	102.0%	70.9%	131.5%	-0.8%	Feb '26
US Min Volatility- Fidelity	68.15	0.5%	0.8%	1.4%	4.2%	6.9%	10.9%	11.8%	2.1%	53.2%	70.1%	38.9%	69.4%	-0.7%	Feb '26
Derivative Income- JPMorgan	59.49	0.4%	0.3%	2.8%	7.2%	8.7%	9.4%	8.1%	4.5%	39.1%	62.5%	35.4%	54.6%	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	15.93	-0.2%	-0.9%	0.8%	1.6%	-0.1%	6.1%	6.5%	0.8%	24.7%	31.9%	30.5%	30.0%	-0.9%	Feb '26
Multistrategy- AQR	14.51	0.3%	1.4%	3.2%	5.7%	9.8%	15.1%	16.4%	3.6%	43.6%	79.1%	70.1%	52.0%	New Peak	Feb '26
Long Short- AQR	20.95	-0.10%	1.3%	2.2%	5.3%	11.2%	25.3%	34.4%	-1.0%	103.1%	217.3%	155.6%	143.8%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.64	0.2%	1.2%	0.3%	4.7%	7.8%	18.5%	18.3%	0.4%	62.6%	68.3%	69.7%	70.3%	-1.5%	Feb '26
Multi Strategy- Variant	26.44	0.08%	0.2%	0.8%	1.2%	3.4%	6.6%	7.2%	0.5%	22.0%	47.7%	34.4%	26.0%	New Peak	Feb '26
Long Short- First Trust	71.20	0.5%	0.6%	0.6%	1.7%	6.3%	8.1%	9.1%	0.3%	50.0%	60.7%	44.0%	59.3%	-1.3%	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)	314.98	4.0%	3.0%	-4.1%	5.2%	57.9%	76.0%	66.0%	0.6%	245.7%	203.9%	118.9%	225.3%	-8.4%	Feb '26
Meta (Communications)	655.66	1.7%	2.5%	7.0%	10.4%	-11.2%	-3.8%	13.1%	-0.7%	283.7%	152.4%	95.0%	417.8%	-16.9%	Aug '25
Amazon (Cyclical)	210.11	2.6%	5.7%	-9.2%	-4.8%	-5.3%	-3.0%	5.2%	-9.0%	122.2%	29.3%	23.3%	86.1%	-17.3%	Nov '25
Tesla (Cyclical)	411.82	0.03%	-1.3%	-4.5%	5.3%	28.6%	21.9%	11.4%	-8.4%	108.7%	58.1%	3.0%	89.6%	-15.9%	Dec '25
Procter & Gamble (Defensive)	160.78	1.4%	0.4%	10.9%	7.3%	2.7%	-3.0%	-12.3%	13.0%	24.1%	43.5%	9.9%	41.4%	-7.5%	Dec '24
PepsiCo (Defensive)	164.94	0.2%	-0.6%	12.4%	13.8%	12.9%	11.7%	-1.8%	14.9%	3.4%	45.2%	8.1%	8.2%	-7.8%	May '23
Coca-Cola (Defensive)	79.84	1.2%	1.5%	10.9%	10.2%	14.7%	15.2%	15.6%	14.2%	46.1%	85.2%	51.7%	59.6%	New Peak	Feb '26
Exxon Mobil (Energy)	147.28	-2.4%	-0.8%	11.0%	26.6%	36.9%	37.6%	16.0%	23.2%	46.7%	240.6%	169.0%	68.3%	-4.7%	Feb '26
Chevron (Energy)	183.93	-0.5%	1.1%	10.3%	22.6%	19.6%	21.3%	10.1%	20.7%	28.5%	134.1%	81.2%	33.4%	-1.0%	Feb '26
JPMorgan Chase (Financial)	310.79	0.9%	2.7%	2.9%	4.8%	7.6%	20.0%	37.3%	-3.1%	139.0%	138.4%	114.4%	224.4%	-7.1%	Jan '26
Visa (Financial)	320.95	0.6%	2.2%	-1.1%	-1.9%	-6.2%	-7.2%	11.8%	-8.3%	48.8%	62.6%	49.7%	85.0%	-13.5%	Jun '25
Mastercard (Financial)	526.41	1.2%	1.6%	-0.2%	-2.4%	-10.8%	-5.0%	9.0%	-7.7%	50.5%	62.6%	45.5%	89.3%	-11.9%	Aug '25
Bank of America (Financial)	53.06	0.5%	1.0%	1.9%	3.4%	11.1%	21.2%	28.0%	-3.5%	66.3%	73.3%	27.2%	93.4%	-7.3%	Jan '26
UnitedHealth (Health)	290.00	0.02%	-1.1%	-16.6%	-8.8%	-3.2%	-36.3%	-33.1%	-12.2%	-37.6%	-3.1%	-38.2%	-38.5%	-52.3%	Nov '24
Johnson & Johnson (Health)	242.49	-1.8%	-0.4%	11.2%	19.7%	37.4%	52.8%	47.5%	17.2%	66.9%	71.5%	58.9%	64.3%	-1.8%	Feb '26
Eli Lilly (Health)	1009.52	-1.3%	-2.9%	-6.2%	-4.6%	42.7%	16.4%	40.2%	-5.9%	215.2%	428.1%	286.3%	219.9%	-8.9%	Nov '25
Union Pacific (Industrials)	266.10	1.2%	2.1%	16.0%	18.3%	19.5%	11.0%	3.9%	15.0%	47.4%	42.4%	17.9%	49.5%	New Peak	Feb '26
Honeywell (Industrials)	243.97	1.3%	1.1%	11.3%	28.4%	19.8%	24.8%	-6.4%	25.1%	40.3%	40.8%	36.3%	60.6%	New Peak	Feb '26
Nvidia (IT)	189.82	1.0%	3.8%	3.5%	6.1%	8.5%	41.2%	38.9%	1.8%	819.9%	1175.3%	531.4%	1552.7%	-8.3%	Oct '25
Broadcom (IT)	332.65	-0.4%	2.3%	1.2%	-2.0%	15.3%	53.5%	50.6%	-3.9%	498.3%	654.7%	441.4%	714.8%	-19.3%	Dec '25
Adobe (IT)	258.61	-0.2%	-2.0%	-12.1%	-20.2%	-26.8%	-41.8%	-21.3%	-26.1%	-25.4%	-46.0%	-54.2%	-9.6%	-59.3%	Feb '24
Oracle (IT)	148.08	-5.4%	-7.5%	-14.8%	-25.3%	-36.2%	-10.9%	18.1%	-23.8%	78.1%	159.4%	78.3%	141.6%	-54.7%	Sep '25
salesforce.com (IT)	185.16	-0.07%	-2.4%	-16.4%	-18.3%	-24.4%	-39.8%	-20.2%	-30.1%	16.0%	-24.0%	-26.6%	31.7%	-49.3%	Dec '24
Linde PLC (Materials)	496.51	1.3%	3.2%	13.0%	20.7%	4.0%	9.9%	3.2%	16.4%	59.1%	112.1%	54.8%	90.8%	New Peak	Feb '26
Sherwin-Williams (Materials)	360.63	0.8%	-2.2%	1.2%	7.0%	-0.7%	5.6%	-3.8%	11.3%	66.0%	57.8%	10.3%	84.3%	-9.0%	Nov '24
American Tower (Real Estate)	187.31	1.4%	-2.5%	5.1%	5.3%	-9.0%	1.2%	-0.9%	6.7%	1.3%	-4.2%	-25.7%	13.6%	-18.9%	Sep '24
Prologis Inc. (Real Estate)	141.51	1.8%	1.8%	7.9%	13.4%	32.7%	21.1%	25.1%	10.8%	26.0%	54.6%	-3.2%	56.0%	-0.2%	Feb '26
NextEra Energy (Utilities)	92.18	0.6%	-1.7%	9.9%	10.4%	22.9%	32.8%	15.5%	14.8%	36.6%	34.1%	12.1%	39.0%	-1.7%	Feb '26
Duke Energy (Utilities)	126.78	0.3%	-1.1%	7.1%	4.1%	3.9%	13.6%	12.7%	9.1%	45.9%	74.1%	44.6%	69.2%	-1.1%	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	16.10	0.2%	0.2%	1.6%	3.1%	5.6%	9.9%	9.4%	2.1%	26.1%	12.7%	10.6%	32.5%	New Peak	Feb '26
Moderate-60% Stock	67.32	0.5%	0.7%	2.2%	6.3%	9.7%	17.3%	16.4%	3.6%	48.8%	40.7%	30.1%	65.1%	New Peak	Feb '26
Mod Agg-80% Stock	52.95	0.6%	0.9%	2.5%	8.2%	11.6%	21.0%	19.6%	4.4%	60.7%	52.2%	38.6%	82.1%	New Peak	Feb '26
Aggressive-90% Stock	31.92	0.9%	1.4%	3.0%	10.1%	13.8%	23.2%	20.9%	5.5%	62.8%	54.9%	38.7%	85.2%	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	67702.30	1.1%	-1.7%	-24.3%	-20.4%	-39.8%	-29.6%	-6.3%	-22.6%	177.1%	21.1%	45.7%	253.4%	-45.7%	Oct '25
Ethereum	1959.42	0.6%	-4.3%	-34.2%	-29.2%	-53.6%	-26.3%	-11.0%	-34.0%	18.2%	0.0%	-47.9%	51.3%	-59.4%	Aug '25
BNB	625.96	3.1%	1.1%	-29.1%	-24.6%	-25.4%	-3.2%	23.1%	-27.5%	101.0%	88.2%	22.2%	131.0%	-52.2%	Oct '25
Solana	84.29	2.3%	0.0%	-34.8%	-34.4%	-53.2%	-50.1%	-34.2%	-32.3%	237.9%	635.2%	-50.5%	170.5%	-67.8%	Jan '25
Bitcoin ETF	38.42	0.9%	-1.4%	-24.8%	-19.9%	-39.7%	-28.7%	-6.4%	-22.6%	-	-	-	-	-46.1%	Oct '25
Grayscale Bitcoin (hi fee)	52.81	0.9%	-1.5%	-24.9%	-20.2%	-40.1%	-29.6%	-7.6%	-22.7%	392.1%	3.1%	70.6%	421.5%	-46.3%	Oct '25
Bloomberg Commodities	21.46	1.0%	2.4%	2.4%	12.6%	20.8%	16.6%	14.9%	9.9%	28.0%	62.0%	39.5%	21.0%	-3.9%	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	4.72	0.4%	0.6%	-3.0%	0.2%	-4.0%	1.2%	1.1%	-2.4%	18.8%	120.8%	134.4%	21.7%	-7.4%	Oct '23
10yr Treasury rate	4.09	0.3%	0.7%	-3.9%	0.6%	-5.6%	-7.6%	-9.0%	-1.8%	3.3%	203.8%	151.0%	4.7%	-18.1%	Oct '23
5yr Treasury rate	3.65	0.08%	1.1%	-4.7%	0.9%	-5.4%	-14.3%	-15.0%	-1.9%	-12.6%	528.2%	167.4%	-11.2%	-26.4%	Oct '23
13-week T-bill	3.60	0%	0.1%	0.2%	-3.9%	-12.9%	-14.3%	-15.7%	1.4%	-23.3%	15530.4%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	66.31	-0.2%	5.4%	9.4%	14.2%	4.4%	-5.8%	-19.9%	15.5%	-12.9%	11.9%	-12.8%	-24.0%	-29.2%	Sep '23
Gold	5130.00	3.1%	2.2%	6.2%	25.8%	53.7%	74.6%	64.5%	18.6%	179.9%	188.9%	185.1%	207.1%	-3.5%	Jan '26
EUR/USD	1.18	-0.2%	-0.8%	0.4%	2.0%	1.3%	12.1%	12.9%	0.2%	10.2%	-2.7%	3.5%	21.2%	-2.1%	Jan '26
USD/JPY	155.16	0.3%	1.5%	-1.9%	-1.4%	4.6%	3.8%	-0.4%	-0.8%	15.5%	46.9%	34.8%	5.7%	-4.0%	Jul '24
S&P 500 Volatility Index	19.09	-5.6%	-7.3%	13.0%	-18.5%	15.0%	4.8%	-13.8%	27.7%	-16.5%	-13.4%	15.0%	-43.1%	-63.5%	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	51.02	0.06%	0.1%	0.6%	1.4%	2.8%	5.9%	6.1%	0.8%	20.5%	18.8%	18.2%	23.4%	New Peak	Feb '26
Interm Muni- JPMorgan	51.13	0.04%	0.2%	1.1%	1.7%	5.3%	5.0%	4.3%	1.5%	14.1%	7.3%	5.9%	17.6%	New Peak	Feb '26
Interm Bond- Janus MSB	46.23	0.13%	-0.1%	1.3%	2.2%	5.7%	8.7%	8.8%	1.6%	18.0%	4.8%	5.3%	22.4%	-0.1%	Feb '26
Interm Bond- Vanguard	78.56	0.01%	-0.1%	1.4%	1.3%	4.0%	8.2%	8.5%	1.2%	18.2%	2.1%	3.4%	21.4%	-0.1%	Feb '26
Multisector Bond- Intrepid	9.00	0%	0.0%	-0.3%	1.5%	3.2%	6.8%	8.2%	0.4%	31.0%	36.3%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.34	0.12%	0.1%	1.1%	2.4%	4.1%	8.1%	8.2%	1.7%	21.4%	16.2%	15.7%	30.0%	New Peak	Feb '26
Long Bond- Vanguard	77.30	-0.12%	0.0%	1.6%	2.1%	5.3%	7.5%	7.2%	2.4%	18.6%	-7.2%	-9.5%	27.8%	-0.7%	Oct '25
Long CA Muni- PIMCO	9.53	0%	0.1%	1.1%	1.3%	5.6%	3.7%	3.3%	1.2%	13.2%	3.1%	1.4%	16.5%	New Peak	Feb '26
Long Muni- iShares	58.22	0.07%	0.1%	1.0%	1.9%	6.2%	5.0%	3.4%	1.6%	12.8%	4.6%	3.6%	15.6%	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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