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S&P 500

Return

74.3%

[

19.0%

annualized]

Dec 30 2022 - Mar 12 2026

-4.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

41.2%

[

11.4%

annualized]

Dec 30 2022 - Mar 12 2026

-6.8%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

42.1%

[

11.6%

annualized]

Dec 30 2022 - Mar 12 2026

-8.0%

Below
Peak
Jan '26

Performance Range:

As of Mar 12 02:20 PM EDT, next update at 02:30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6693.28	-1.2%	-2.0%	-2.0%	-2.0%	1.7%	19.5%	16.4%	-2.2%	73.3%	69.7%	39.5%	87.1%	-4.1%	Jan '26
DJIA (Large Value)	46793.17	-1.3%	-2.4%	-5.4%	-3.4%	2.1%	13.2%	13.0%	-2.6%	46.6%	42.8%	27.9%	60.2%	-6.8%	Feb '26
Russell 2000 (Small Cap)	2502.06	-1.6%	-3.2%	-4.3%	-1.9%	4.4%	23.5%	11.3%	0.8%	41.1%	6.3%	10.1%	48.2%	-8.0%	Jan '26
NASDAQ Comp (Tech/Growth)	22385.93	-1.5%	-1.6%	-0.9%	-3.5%	1.1%	26.8%	20.4%	-3.7%	101.0%	68.1%	41.4%	114.9%	-6.6%	Oct '25
Aggregate Bond	99.37	-0.3%	-0.9%	-1.0%	0.2%	0.5%	4.9%	7.2%	-0.2%	12.7%	1.3%	0.3%	17.1%	-1.7%	Feb '26
Corp Bond	108.66	-0.5%	-1.7%	-2.0%	-0.6%	-1.2%	5.2%	7.9%	-1.0%	15.5%	1.4%	-2.3%	23.9%	-2.4%	Feb '26
High Yield Bond	79.51	-0.4%	-0.7%	-1.1%	-0.4%	0.6%	6.2%	8.6%	-0.9%	28.5%	20.0%	15.4%	35.1%	-1.6%	Jan '26
Preferred	30.92	-0.4%	-1.2%	-1.7%	0.0%	-1.4%	5.2%	4.9%	0.0%	18.8%	8.3%	1.2%	24.2%	-3.1%	Jan '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	49.85	0.02%	-1.9%	-5.6%	11.0%	9.8%	19.7%	9.9%	9.9%	35.2%	39.9%	20.9%	55.2%	-7.0%	Feb '26
Consumer Discretionary/Cyclical	112.21	-1.7%	-3.7%	-3.4%	-6.9%	-5.6%	14.6%	7.4%	-6.0%	66.6%	40.1%	10.4%	66.1%	-9.9%	Jan '26
Financial Services	48.85	-1.6%	-4.6%	-5.5%	-10.8%	-8.6%	3.9%	14.9%	-10.8%	55.6%	53.2%	32.4%	70.3%	-13.4%	Jan '26
Real Estate	92.51	-0.2%	-2.2%	-0.8%	4.4%	1.6%	6.6%	3.3%	4.5%	29.1%	21.5%	-6.0%	38.0%	-3.6%	Mar '26
Communication Services	115.67	-1.1%	-2.3%	0.9%	-0.4%	-0.8%	20.9%	23.1%	-1.7%	128.6%	62.6%	54.2%	151.4%	-3.7%	Jan '26
Energy	57.87	1.6%	2.5%	7.2%	28.2%	32.8%	36.3%	7.9%	29.4%	55.0%	160.7%	133.1%	61.5%	New Peak	Mar '26
Industrials	165.78	-2.2%	-3.6%	-4.0%	6.1%	10.2%	29.1%	19.3%	6.9%	75.3%	84.9%	68.2%	105.7%	-7.3%	Mar '26
Technology	138.20	-1.6%	-1.4%	-0.7%	-3.7%	2.3%	31.4%	24.6%	-4.0%	108.0%	118.7%	62.5%	143.0%	-9.0%	Oct '25
Consumer Staples/Defensive	84.58	-0.01%	-1.0%	-5.2%	7.4%	6.9%	9.0%	1.5%	8.9%	28.9%	45.7%	22.0%	36.5%	-6.0%	Feb '26
Healthcare	151.01	-1.2%	-1.9%	-3.2%	-1.6%	10.3%	6.3%	14.5%	-2.5%	27.8%	42.7%	15.6%	30.7%	-5.7%	Feb '26
Utilities	46.77	1.3%	-0.3%	3.4%	10.0%	11.0%	24.7%	16.0%	9.6%	59.2%	74.4%	49.0%	68.0%	-2.0%	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	140.95	-1.4%	-1.7%	-3.2%	0.3%	4.3%	23.0%	22.4%	-0.4%	72.2%	61.7%	42.2%	93.3%	-5.2%	Feb '26
MSCI Emerging Markets	57.15	-2.9%	-0.8%	-6.1%	6.9%	10.9%	33.1%	34.0%	4.5%	62.7%	19.0%	28.1%	80.5%	-9.7%	Feb '26
FTSE Europe	83.54	-1.2%	-1.5%	-5.9%	2.0%	6.5%	20.4%	35.8%	-0.1%	57.1%	54.5%	38.3%	102.7%	-7.7%	Feb '26
MSCI Japan	84.44	-1.5%	-1.7%	-9.6%	4.3%	8.5%	27.1%	25.9%	4.6%	62.6%	38.3%	39.4%	89.8%	-10.1%	Feb '26
MSCI India	48.59	-1.4%	-3.5%	-8.5%	-8.6%	-8.6%	-0.3%	2.7%	-10.1%	24.7%	21.9%	5.3%	21.0%	-17.3%	Sep '24
MSCI China	57.76	-0.9%	2.8%	-4.6%	-4.9%	-8.6%	6.1%	31.0%	-3.8%	33.8%	-23.5%	2.1%	56.2%	-12.7%	Oct '25
International Bond	48.12	-0.3%	-0.9%	-1.2%	0.0%	0.2%	3.6%	2.9%	-0.2%	13.3%	0.9%	1.2%	17.2%	-2.0%	Feb '26
iShares Latin America	33.77	-3.3%	-1.1%	-7.4%	10.1%	23.8%	55.9%	52.7%	10.9%	68.8%	73.3%	92.1%	72.3%	-9.5%	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	614.45	-1.2%	-2.0%	-1.9%	-1.7%	2.2%	21.1%	17.8%	-2.0%	80.5%	82.1%	48.2%	96.4%	-3.9%	Jan '26
US Large Growth	444.83	-1.4%	-1.8%	-0.9%	-5.5%	-3.1%	21.4%	18.3%	-6.0%	101.9%	90.4%	48.3%	117.7%	-9.4%	Oct '25
US Large Value	215.39	-1.0%	-2.4%	-3.1%	2.2%	7.3%	19.2%	15.7%	2.4%	54.3%	55.9%	38.5%	68.0%	-4.5%	Feb '26

US MidCap Blend	290.90	-1.1%	-3.2%	-2.5%	-0.8%	0.4%	15.9%	11.6%	0.2%	49.6%	40.2%	22.3%	63.2%	-5.3%	Feb '26
US MidCap Growth	265.60	-1.6%	-3.8%	-1.6%	-6.0%	-8.6%	10.2%	10.7%	-4.9%	47.1%	27.4%	8.8%	60.5%	-10.8%	Oct '25
US MidCap Value	184.22	-0.8%	-2.8%	-3.1%	3.0%	7.3%	19.5%	12.1%	3.9%	49.0%	50.0%	34.2%	62.2%	-5.3%	Feb '26

US Small Blend	262.58	-1.4%	-3.1%	-3.8%	0.3%	3.5%	20.0%	8.9%	1.8%	47.8%	27.6%	22.6%	59.1%	-6.2%	Feb '26
US Small Growth	318.68	-1.9%	-3.0%	-3.8%	-4.1%	2.2%	23.7%	12.9%	-1.3%	48.2%	4.0%	10.6%	57.0%	-9.9%	Jan '26
US Small Value	188.11	-1.2%	-3.2%	-4.6%	0.9%	8.3%	26.6%	12.4%	3.8%	44.6%	22.0%	21.2%	52.7%	-6.4%	Feb '26

Foreign Large Blend	97.75	-1.3%	-1.4%	-6.1%	3.1%	7.0%	22.4%	31.6%	1.8%	56.9%	49.8%	39.7%	94.1%	-7.5%	Feb '26
Foreign Growth	114.56	-1.0%	-1.4%	-5.5%	1.5%	2.8%	14.6%	20.7%	0.6%	38.3%	24.2%	11.2%	68.4%	-7.1%	Feb '26
Foreign Value	73.56	-1.6%	-1.5%	-6.8%	4.7%	10.9%	30.3%	42.2%	3.0%	76.0%	77.3%	72.5%	121.3%	-8.0%	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	23.02		0.2%	0.7%	0.2%	-1.5%	-1.7%	2.3%	3.6%	-1.1%	22.2%	27.3%	23.9%	29.6%	-1.9%	Jan '26
Ultra Short- Janus AAA CLO	50.47		0.07%	0.1%	-0.1%	0.7%	1.8%	4.7%	5.2%	0.2%	20.8%	24.5%	23.5%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.50		-0.2%	0.2%	-0.1%	-1.0%	0.9%	5.4%	6.9%	-1.4%	24.5%	27.5%	25.1%	31.4%	-1.7%	Jan '26
Interval CEF- Cliffwater	10.52	p	EOD	0.2%	0.3%	1.3%	3.3%	7.8%	8.9%	0.8%	36.5%	60.0%	48.3%	41.6%	New Peak	Mar '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	52.38		-1.3%	-2.2%	-3.4%	-0.9%	2.1%	21.6%	17.7%	-1.8%	82.8%	100.8%	83.0%	102.2%	-5.1%	Feb '26
Int’l Min Volatility- Franklin	39.71		-0.3%	-0.1%	-1.7%	9.0%	17.6%	30.3%	27.1%	7.8%	79.5%	113.0%	92.3%	106.5%	-4.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.25	p	EOD	-2.1%	-3.4%	-2.1%	0.3%	13.3%	3.0%	-0.1%	68.7%	90.3%	86.5%	91.7%	-8.4%	Feb '26
Small Value- Avantis	106.99		-0.9%	-3.7%	-5.6%	2.2%	7.7%	26.3%	7.4%	4.9%	49.2%	53.2%	42.0%	62.9%	-7.4%	Feb '26
Mid Value- Pacer Cash Cows	62.74		-0.4%	-1.6%	-1.2%	3.4%	10.8%	17.9%	9.0%	4.3%	45.2%	73.6%	44.1%	55.9%	-3.4%	Feb '26
Growth- S&P Momentum	117.39		-1.1%	-1.9%	-0.7%	-1.2%	-2.2%	27.3%	26.6%	-1.6%	128.9%	138.4%	91.1%	134.9%	-5.2%	Oct '25
Invesco S&P Quality	76.43		-1.4%	-2.7%	-2.9%	0.9%	6.1%	16.4%	13.2%	1.8%	78.2%	88.4%	51.5%	99.7%	-5.6%	Feb '26
Rotation Factor- BlackRock	59.69		-1.2%	-1.8%	-1.4%	-1.4%	2.7%	23.8%	20.0%	-1.8%	103.5%	94.7%	65.9%	124.8%	-3.6%	Feb '26
US Min Volatility- Fidelity	66.44		-0.7%	-1.8%	-1.6%	-0.5%	1.9%	12.4%	11.8%	-0.5%	54.6%	64.7%	35.4%	65.1%	-3.2%	Feb '26
Derivative Income- JPMorgan	57.40		-1.0%	-2.1%	-2.1%	0.8%	4.2%	9.4%	8.1%	0.9%	38.7%	53.4%	30.7%	49.1%	-3.6%	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	16.31	p	EOD	1.1%	1.8%	3.6%	2.3%	7.9%	6.5%	3.2%	27.4%	35.9%	33.6%	33.1%	New Peak	Mar '26
Multistrategy- AQR	14.42	p	EOD	0.1%	0.6%	4.3%	6.6%	14.2%	16.4%	2.9%	42.5%	77.5%	69.1%	51.1%	-1.2%	Feb '26
Long Short- AQR	20.68	p	EOD	0.1%	-0.8%	-0.9%	7.1%	23.4%	34.4%	-2.3%	99.9%	194.5%	152.3%	140.6%	-2.9%	Dec '25
Mkt Neutral- BlackRock	14.87	p	EOD	-0.3%	2.8%	3.4%	5.9%	17.8%	18.3%	2.0%	63.1%	67.0%	72.4%	73.0%	-0.8%	Mar '26
Multi Strategy- Variant	26.55	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	0.9%	22.1%	47.7%	34.9%	26.5%	New Peak	Mar '26
Long Short- First Trust	70.30		-0.4%	-1.0%	-0.7%	-0.6%	2.8%	11.2%	9.1%	-1.0%	50.1%	60.9%	42.2%	57.2%	-2.5%	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)	304.12	-1.5%	1.1%	-1.6%	-1.7%	26.4%	82.5%	66.0%	-2.8%	238.1%	198.9%	111.3%	214.1%	-11.5%	Feb '26
Meta (Communications)	638.52	-2.5%	-3.3%	-1.7%	-0.8%	-15.4%	3.4%	13.1%	-3.3%	258.2%	139.6%	89.9%	404.3%	-19.1%	Aug '25
Amazon (Cyclical)	209.60	-1.4%	-4.3%	5.0%	-7.3%	-8.1%	5.4%	5.2%	-9.2%	131.0%	35.7%	23.0%	85.7%	-17.5%	Nov '25
Tesla (Cyclical)	397.73	-2.5%	-1.9%	-4.6%	-13.3%	0.5%	60.3%	11.4%	-11.6%	129.3%	72.0%	-0.5%	83.1%	-18.8%	Dec '25
Procter & Gamble (Defensive)	151.42	-1.2%	-1.7%	-6.1%	6.8%	-2.7%	-7.6%	-12.3%	6.4%	19.2%	34.1%	3.5%	33.1%	-12.9%	Dec '24
PepsiCo (Defensive)	159.97	-0.11%	0.4%	-3.5%	7.1%	13.5%	12.3%	-1.8%	12.5%	2.9%	40.4%	5.8%	5.9%	-9.7%	May '23
Coca-Cola (Defensive)	78.10	0.6%	1.4%	-1.1%	10.7%	18.3%	15.0%	15.6%	11.7%	44.4%	78.8%	48.4%	56.1%	-4.2%	Feb '26
Exxon Mobil (Energy)	154.17	1.7%	2.3%	2.8%	30.6%	39.6%	46.1%	16.0%	29.0%	58.4%	201.3%	181.5%	76.2%	-0.2%	Feb '26
Chevron (Energy)	197.76	3.1%	4.1%	9.5%	33.1%	28.5%	35.4%	10.1%	31.0%	40.6%	118.3%	96.8%	44.8%	New Peak	Mar '26
JPMorgan Chase (Financial)	281.84	-2.0%	-4.0%	-6.9%	-11.1%	-7.3%	26.2%	37.3%	-12.1%	126.4%	105.0%	94.5%	194.2%	-15.8%	Jan '26
Visa (Financial)	307.30	-0.5%	-3.9%	-5.2%	-11.5%	-9.1%	-7.0%	11.8%	-12.2%	45.4%	42.1%	43.3%	77.1%	-17.2%	Jun '25
Mastercard (Financial)	498.63	-1.1%	-5.0%	-5.5%	-12.7%	-13.8%	-4.4%	9.0%	-12.5%	46.2%	34.1%	37.8%	79.3%	-16.5%	Aug '25
Bank of America (Financial)	46.88	-3.4%	-5.4%	-10.2%	-14.5%	-6.3%	20.1%	28.0%	-14.3%	67.4%	39.5%	13.0%	71.8%	-17.7%	Jan '26
UnitedHealth (Health)	277.93	-2.6%	-3.0%	-2.3%	-18.7%	-20.1%	-41.1%	-33.1%	-15.8%	-36.4%	-15.6%	-40.8%	-41.1%	-54.3%	Nov '24
Johnson & Johnson (Health)	243.86	0.4%	1.8%	0.2%	15.9%	38.6%	53.9%	47.5%	18.5%	75.9%	76.0%	60.7%	66.1%	-1.9%	Mar '26
Eli Lilly (Health)	978.41	-2.1%	-0.5%	-5.6%	-4.6%	29.9%	19.9%	40.2%	-8.8%	217.6%	394.3%	274.4%	210.1%	-11.7%	Nov '25
Union Pacific (Industrials)	245.46	-2.3%	-5.7%	-5.7%	2.8%	15.5%	5.8%	3.9%	6.7%	34.1%	28.3%	9.3%	38.6%	-8.1%	Mar '26
Honeywell (Industrials)	235.44	-1.7%	-1.2%	-1.3%	22.2%	19.4%	23.7%	-6.4%	21.3%	37.8%	29.1%	32.2%	55.7%	-5.1%	Mar '26
Nvidia (IT)	183.45	-1.4%	0.1%	-1.9%	4.8%	3.2%	58.5%	38.9%	-1.6%	699.5%	1330.5%	510.2%	1497.2%	-11.4%	Oct '25
Broadcom (IT)	337.76	-1.1%	1.5%	2.0%	-6.0%	-5.8%	75.5%	50.6%	-2.4%	474.6%	732.2%	449.7%	727.3%	-18.1%	Dec '25
Adobe (IT)	269.98	-1.4%	-4.2%	2.8%	-24.3%	-22.7%	-38.4%	-21.3%	-22.9%	-18.0%	-39.2%	-52.2%	-5.7%	-57.5%	Feb '24
Oracle (IT)	159.91	-2.0%	3.3%	2.2%	-15.6%	-45.0%	7.1%	18.1%	-17.7%	97.2%	155.0%	92.6%	160.9%	-51.1%	Sep '25
salesforce.com (IT)	198.59	2.3%	-1.4%	7.1%	-24.1%	-17.9%	-29.8%	-20.2%	-25.0%	16.1%	-5.3%	-21.3%	41.3%	-45.6%	Dec '24
Linde PLC (Materials)	490.96	2.0%	0.2%	3.8%	18.0%	2.2%	10.3%	3.2%	15.1%	49.5%	95.1%	53.1%	88.7%	-3.6%	Mar '26
Sherwin-Williams (Materials)	319.58	-1.0%	-4.7%	-14.0%	-2.6%	-10.8%	-7.8%	-3.8%	-1.2%	53.3%	41.5%	-2.0%	63.7%	-19.2%	Nov '24
American Tower (Real Estate)	181.42	-0.8%	-3.3%	-3.6%	1.4%	-5.3%	-9.1%	-0.9%	3.3%	5.0%	-2.4%	-28.1%	10.0%	-21.4%	Sep '24
Prologis Inc. (Real Estate)	132.46	-1.4%	-3.9%	-2.9%	2.5%	16.8%	18.5%	25.1%	3.8%	24.5%	50.4%	-9.4%	46.0%	-7.2%	Mar '26
NextEra Energy (Utilities)	91.83	0.2%	0.8%	0.6%	13.2%	29.9%	29.7%	15.5%	15.2%	37.3%	38.1%	12.4%	39.4%	-3.4%	Feb '26
Duke Energy (Utilities)	132.77	2.1%	0.9%	6.2%	16.1%	10.8%	17.9%	12.7%	14.2%	60.8%	76.4%	51.4%	77.2%	New Peak	Mar '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	15.87	p	EOD	-0.5%	-1.0%	1.1%	2.2%	9.2%	9.4%	0.6%	24.0%	12.2%	9.0%	30.6%	-1.8%	Feb '26
Moderate-60% Stock	65.01		-1.0%	-1.4%	-2.5%	0.5%	3.3%	16.1%	16.4%	0.0%	45.8%	36.5%	25.6%	59.5%	-3.8%	Feb '26
Mod Agg-80% Stock	51.46	p	EOD	-0.5%	-1.7%	2.1%	5.4%	21.7%	19.6%	1.4%	60.1%	48.4%	34.7%	77.0%	-3.4%	Feb '26
Aggressive-90% Stock	30.83	p	EOD	-0.3%	-1.9%	2.9%	6.5%	24.1%	20.9%	1.9%	61.8%	50.3%	33.9%	78.8%	-4.1%	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	70266.52	0.09%	-0.8%	6.1%	-22.2%	-39.5%	-16.1%	-6.3%	-19.7%	248.1%	22.6%	51.2%	266.8%	-43.7%	Oct '25
Ethereum	2059.45	0.4%	-0.6%	5.8%	-33.2%	-56.3%	7.9%	-11.0%	-30.6%	44.1%	16.2%	-45.2%	59.0%	-57.4%	Aug '25
BNB	651.27	-0.03%	0.6%	6.1%	-26.1%	-29.6%	14.3%	23.1%	-24.6%	134.8%	147.0%	27.2%	140.3%	-50.3%	Oct '25
Solana	86.53	-0.05%	-2.4%	10.4%	-34.6%	-64.3%	-31.6%	-34.2%	-30.5%	374.3%	494.6%	-49.2%	177.6%	-67.0%	Jan '25
Bitcoin ETF	39.67	-1.0%	-1.8%	7.1%	-22.5%	-40.2%	-15.9%	-6.4%	-20.1%	-	-	-	-	-44.3%	Oct '25
Grayscale Bitcoin (hi fee)	54.54	-0.9%	-1.8%	7.0%	-22.7%	-40.6%	-16.8%	-7.6%	-20.2%	437.6%	20.8%	76.2%	438.6%	-44.6%	Oct '25
Bloomberg Commodities	24.13	1.6%	6.5%	15.4%	24.4%	32.0%	33.7%	14.9%	23.5%	47.0%	80.2%	56.8%	36.0%	New Peak	Mar '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	4.87	0.3%	2.5%	2.9%	0.2%	4.1%	5.1%	1.1%	0.6%	31.6%	102.7%	141.6%	25.4%	-4.6%	Oct '23
10yr Treasury rate	4.25	1.1%	2.6%	3.6%	1.4%	4.7%	-1.5%	-9.0%	2.2%	15.1%	160.1%	161.2%	9.0%	-14.7%	Oct '23
5yr Treasury rate	3.86	2.1%	3.2%	5.3%	2.9%	6.5%	-5.3%	-15.0%	3.7%	-2.4%	355.8%	182.9%	-6.1%	-22.2%	Oct '23
13-week T-bill	3.61	0.1%	0.5%	0.2%	2.3%	-8.2%	-14.1%	-15.7%	1.6%	-24.9%	14320.0%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	94.48	8.3%	16.6%	50.4%	64.5%	50.7%	39.6%	-19.9%	64.5%	23.2%	44.0%	24.2%	8.3%	-0.3%	Mar '26
Gold	5115.40	-1.0%	1.0%	3.9%	19.0%	40.2%	74.0%	64.5%	18.3%	174.7%	197.5%	184.3%	206.3%	-3.8%	Jan '26
USD/EUR	0.87	0.8%	1.0%	3.1%	1.9%	-	-5.3%	-11.4%	1.9%	-8.1%	4.0%	-1.3%	-15.8%	-11.1%	Jan '25
USD/JPY	159.35	0.8%	1.5%	4.0%	2.4%	-	7.6%	-0.4%	1.9%	16.8%	46.8%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	26.02	7.4%	9.6%	25.0%	65.3%	76.3%	7.4%	-13.8%	74.0%	4.9%	25.8%	56.7%	-22.5%	-50.3%	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	50.65		-0.2%	-0.7%	-0.6%	0.4%	1.4%	4.7%	6.1%	0.1%	19.2%	18.1%	17.3%	22.5%	-0.9%	Feb '26
Interm Muni- JPMorgan	50.40		-0.2%	-0.8%	-0.9%	0.4%	1.5%	3.8%	4.3%	0.1%	11.5%	6.6%	4.4%	15.9%	-1.4%	Feb '26
Interm Bond- Janus MSB	45.47		-0.3%	-0.9%	-1.0%	0.6%	1.5%	6.0%	8.8%	-0.1%	15.1%	3.3%	3.5%	20.3%	-1.8%	Feb '26
Interm Bond- Vanguard	77.31		-0.4%	-0.9%	-1.0%	-0.1%	0.3%	5.8%	8.5%	-0.4%	14.5%	2.6%	1.7%	19.4%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	0.0%	-0.5%	0.2%	1.3%	6.4%	8.2%	-0.2%	28.8%	34.8%	27.9%	34.5%	-1.1%	Jan '26
Int’l Bond- JPMorgan	48.00		-0.7%	-1.3%	-2.1%	-0.5%	0.0%	5.2%	8.2%	-1.1%	17.4%	13.8%	12.5%	26.4%	-2.5%	Feb '26
Long Bond- Vanguard	74.29		-0.4%	-2.5%	-3.1%	-1.2%	-2.9%	3.9%	7.2%	-1.6%	11.0%	-6.6%	-13.0%	22.8%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	-0.5%	-0.7%	0.7%	1.7%	3.1%	3.3%	0.2%	11.3%	3.0%	0.4%	15.4%	-1.4%	Feb '26
Long Muni- iShares	57.29		-0.3%	-0.8%	-1.2%	0.4%	1.9%	3.9%	3.4%	-0.1%	9.6%	3.6%	1.9%	13.8%	-1.7%	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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