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S&P 500

Return

58.9%

[

17.7%

annualized]

Dec 29 2023 - Oct 30 2026

DJIA (Large Value)

Return

37.4%

[

11.8%

annualized]

Dec 29 2023 - Oct 30 2026

Russell 2000 (Small Cap)

Return

38.7%

[

12.2%

annualized]

Dec 29 2023 - Oct 30 2026

Performance Range:

As of Oct 30 11:50 PM EDT, next update on next market open

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	7580.07	-1.8%	-0.6%	-0.9%	1.2%	5.1%	10.8%	16.4%	10.7%	80.7%	64.6%	23.4%	52.1%	-3.1%	Oct '26
DJIA (Large Value)	51770.31	-1.1%	-0.9%	1.7%	-1.4%	4.3%	8.8%	13.0%	7.7%	56.6%	44.5%	16.0%	37.5%	-4.7%	Aug '26
Russell 2000 (Small Cap)	2811.84	-1.7%	1.3%	0.5%	-4.1%	0.4%	13.4%	11.3%	13.3%	69.2%	22.4%	23.2%	59.7%	-8.4%	Aug '26
NASDAQ Comp (Tech/Growth)	25437.00	-2.9%	-2.0%	-5.3%	0.2%	2.2%	7.2%	20.4%	9.4%	97.9%	64.1%	26.8%	66.6%	-7.8%	Oct '26
Aggregate Bond	96.36	0.2%	0.4%	2.3%	0.0%	-0.7%	-0.2%	7.2%	-0.6%	17.1%	-0.9%	5.6%	4.7%	-2.4%	Feb '26
Corp Bond	104.27	0.05%	0.4%	2.5%	-0.6%	-1.9%	-1.8%	7.9%	-2.0%	20.3%	-4.4%	4.6%	6.1%	-3.7%	Feb '26
High Yield Bond	77.43	-0.2%	0.5%	0.7%	-1.1%	-0.8%	1.6%	8.6%	0.4%	27.4%	18.1%	7.0%	11.6%	-2.1%	Aug '26
Preferred	28.47	-0.8%	-1.0%	-3.0%	-5.2%	-6.9%	-3.8%	4.9%	-4.3%	19.5%	-2.8%	-1.1%	7.0%	-8.1%	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	52.74	0.4%	2.8%	8.3%	5.1%	3.3%	25.3%	9.9%	17.8%	46.8%	36.8%	21.1%	46.0%	-1.3%	Aug '26
Consumer Discretionary/Cyclical	115.38	-0.7%	2.0%	6.0%	-0.4%	-2.1%	-3.0%	7.4%	-2.8%	55.5%	19.6%	3.5%	32.4%	-6.8%	Jan '26
Financial Services	56.51	-0.8%	1.1%	5.8%	-0.4%	9.2%	9.6%	14.9%	4.4%	82.9%	52.9%	11.1%	31.6%	-3.2%	Sep '26
Real Estate	93.94	0.07%	1.3%	4.8%	-4.2%	-0.8%	9.3%	3.3%	9.2%	45.0%	4.6%	9.1%	24.6%	-6.1%	Jul '26
Communication Services	99.90	-1.3%	-5.3%	-10.0%	-7.4%	-13.8%	-11.9%	23.1%	-14.4%	59.7%	31.1%	-2.8%	18.1%	-16.1%	Jan '26
Energy	70.02	1.9%	1.0%	13.9%	18.3%	18.9%	63.4%	7.9%	59.7%	80.6%	190.1%	60.4%	91.6%	NewNew Peak	Oct '26
Industrials	167.40	-1.6%	1.7%	0.3%	-6.7%	-3.6%	9.2%	19.3%	8.8%	77.4%	72.6%	23.2%	46.5%	-10.0%	Aug '26
Technology	179.51	-4.9%	-2.0%	-8.3%	2.5%	12.8%	20.0%	24.6%	25.1%	123.0%	130.6%	49.7%	101.4%	-11.1%	Oct '26
Consumer Staples/Defensive	89.42	1.4%	1.3%	10.9%	5.8%	7.5%	20.5%	1.5%	17.3%	42.9%	43.2%	14.8%	22.0%	-0.6%	Oct '26
Healthcare	184.87	0.5%	3.1%	9.8%	14.2%	27.7%	30.3%	14.5%	20.9%	56.0%	49.8%	30.1%	42.7%	NewNew Peak	Oct '26
Utilities	43.43	0.7%	2.0%	10.1%	-1.4%	-6.0%	0.3%	16.0%	3.8%	59.1%	50.8%	13.6%	23.9%	-7.1%	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	156.04	-1.7%	-0.5%	-1.7%	-0.2%	3.6%	12.0%	22.4%	11.0%	82.1%	61.7%	28.8%	54.1%	-4.0%	Aug '26
MSCI Emerging Markets	61.04	-2.7%	-1.6%	-8.6%	-4.8%	-4.1%	12.5%	34.0%	12.1%	78.7%	34.9%	40.8%	63.1%	-14.3%	Jun '26
FTSE Europe	87.54	-0.7%	1.5%	0.9%	-3.1%	2.1%	12.4%	35.8%	6.9%	71.2%	49.5%	32.1%	46.3%	-5.8%	Aug '26
MSCI Japan	92.91	-2.1%	-1.3%	-4.7%	0.6%	4.8%	16.2%	25.9%	15.7%	72.0%	53.1%	40.4%	58.5%	-6.5%	Oct '26
MSCI India	47.72	0.7%	2.7%	2.2%	-4.2%	-3.4%	-11.6%	2.7%	-11.7%	11.2%	5.0%	-4.1%	-2.9%	-14.6%	Jun '25
MSCI China	49.07	0.2%	0.1%	-6.0%	-12.1%	-14.2%	-21.3%	31.0%	-17.8%	26.7%	-20.3%	-6.0%	11.6%	-25.4%	Oct '25
International Bond	47.39	0.2%	0.3%	1.4%	-0.1%	0.1%	-0.5%	2.9%	0.2%	13.9%	1.6%	3.0%	2.6%	-1.8%	Feb '26
iShares Latin America	32.13	-1.7%	-14.8%	-6.9%	-9.2%	-10.7%	13.3%	52.7%	6.9%	51.4%	83.9%	42.3%	59.8%	-15.9%	Oct '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	694.81	-1.8%	-0.5%	-0.9%	1.5%	5.8%	12.1%	17.8%	11.8%	87.9%	76.5%	25.9%	54.8%	-3.0%	Oct '26
US Large Growth	117.61	-2.9%	-1.7%	-6.1%	-0.5%	-1.2%	-2.5%	19.8%	-0.3%	88.4%	76.2%	15.1%	48.9%	-9.0%	Oct '26
US Large Value	258.65	-0.8%	0.5%	4.3%	3.1%	12.6%	28.4%	15.7%	24.3%	86.3%	72.9%	35.6%	58.9%	-0.8%	Oct '26

US MidCap Blend	81.46	-0.9%	0.9%	3.9%	1.0%	6.1%	15.0%	17.0%	13.5%	91.7%	70.4%	26.3%	50.7%	-3.2%	Aug '26
US MidCap Growth	286.50	-2.9%	-0.2%	-1.9%	-2.9%	1.0%	-1.2%	10.7%	3.1%	59.7%	15.5%	6.1%	33.7%	-8.6%	Aug '26
US MidCap Value	211.09	0.04%	1.5%	8.0%	3.6%	9.5%	25.0%	12.1%	20.8%	78.8%	62.0%	31.2%	53.4%	NewNew Peak	Oct '26

US Small Blend	290.05	-1.6%	1.0%	2.0%	-1.4%	2.6%	15.3%	8.9%	13.5%	70.0%	36.2%	19.5%	52.7%	-5.9%	Aug '26
US Small Growth	351.75	-2.2%	1.8%	-1.4%	-5.0%	-2.0%	6.9%	12.9%	9.2%	73.2%	18.2%	19.6%	58.0%	-11.0%	Aug '26
US Small Value	214.58	-1.1%	0.7%	2.4%	-2.6%	4.1%	23.1%	12.4%	19.7%	77.5%	41.9%	32.0%	66.9%	-5.3%	Aug '26

Foreign Large Blend	103.37	-0.9%	0.7%	-0.5%	-2.1%	2.6%	13.1%	31.6%	9.3%	69.8%	50.5%	33.2%	49.1%	-5.0%	Aug '26
Foreign Growth	118.55	-1.6%	0.7%	-1.1%	-2.4%	0.3%	5.0%	20.7%	4.9%	49.1%	16.4%	17.4%	36.5%	-6.8%	Aug '26
Foreign Value	79.26	-0.5%	0.5%	0.2%	-2.0%	4.9%	21.6%	42.2%	13.9%	92.0%	91.1%	49.8%	62.3%	-4.6%	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	22.82	-0.2%	0.6%	-0.2%	0.7%	2.3%	3.0%	3.6%	2.8%	19.2%	29.6%	5.8%	9.5%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.44	0.03%	0.1%	0.3%	1.1%	2.3%	4.8%	5.2%	3.7%	19.3%	28.0%	8.3%	8.8%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.43	-0.1%	0.8%	0.6%	1.9%	2.5%	4.2%	6.9%	2.6%	22.6%	30.9%	8.9%	12.8%	-0.1%	Oct '26
Interval CEF- Cliffwater	10.20	0%	0.1%	-1.9%	-0.9%	0.6%	4.0%	8.9%	2.4%	28.4%	53.2%	9.9%	9.7%	-2.0%	Oct '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	58.01	-1.6%	-0.2%	-1.8%	-1.1%	1.7%	10.4%	17.7%	9.4%	88.0%	105.9%	23.3%	52.2%	-4.5%	Aug '26
Int’l Min Volatility- Franklin	43.18	0.02%	0.9%	3.5%	1.9%	7.9%	28.0%	27.1%	20.6%	90.7%	122.8%	46.8%	61.1%	NewNew Peak	Oct '26
MidCap 30 - Hennessy (hi fee)	25.40	-0.7%	3.2%	0.8%	-8.8%	-8.6%	5.0%	3.0%	4.7%	67.3%	98.6%	6.9%	36.2%	-14.4%	Jun '26
Small Value- Avantis	123.43	-0.7%	1.1%	4.8%	-1.2%	3.5%	27.9%	7.4%	22.2%	74.9%	71.0%	30.1%	67.9%	-3.8%	Aug '26
Mid Value- Pacer Cash Cows	71.37	0.4%	0.4%	6.9%	7.3%	13.2%	25.8%	9.0%	19.9%	58.3%	74.8%	25.6%	54.9%	-1.2%	Sep '26
Growth- S&P Momentum	136.27	-4.3%	-1.7%	-10.1%	-5.1%	2.2%	12.9%	26.6%	14.9%	148.0%	122.4%	34.0%	66.8%	-15.6%	Jun '26
Invesco S&P Quality	82.97	-2.2%	0.0%	-1.3%	-1.8%	2.8%	13.2%	13.2%	11.4%	76.5%	72.5%	18.8%	42.3%	-7.7%	Jun '26
Rotation Factor- BlackRock	67.35	-2.0%	-0.9%	-2.8%	0.1%	5.7%	11.6%	20.0%	11.5%	103.5%	90.9%	27.6%	57.0%	-4.7%	Oct '26
US Min Volatility- Fidelity	74.53	-0.09%	0.9%	5.5%	4.2%	8.6%	14.9%	11.8%	12.9%	60.7%	58.6%	20.8%	39.9%	-0.1%	Oct '26
Derivative Income- JPMorgan	57.56	-0.6%	1.2%	3.0%	2.1%	4.1%	9.6%	8.1%	6.8%	38.7%	43.1%	10.6%	27.5%	-0.6%	Oct '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	18.56	0%	2.1%	1.8%	6.1%	8.7%	18.1%	6.5%	17.4%	37.6%	57.7%	23.2%	28.6%	-0.1%	Oct '26
Multistrategy- AQR	15.49	0%	-0.4%	-0.1%	4.6%	6.0%	12.0%	16.4%	10.6%	46.3%	85.9%	21.8%	27.0%	-0.9%	Oct '26
Long Short- AQR	21.67	-1.7%	-1.4%	-3.5%	1.5%	5.5%	9.0%	34.4%	2.4%	82.4%	190.8%	27.9%	33.1%	-4.4%	Sep '26
Mkt Neutral- BlackRock	15.81	-1.4%	-1.0%	-1.4%	3.3%	8.7%	22.4%	18.3%	16.7%	74.9%	96.8%	36.7%	30.5%	-2.6%	Oct '26
Multi Strategy- Variant	25.64	0.04%	-0.6%	-0.1%	1.0%	2.4%	5.5%	7.2%	4.3%	19.4%	41.5%	10.7%	9.8%	-0.7%	Oct '26
Long Short- First Trust	76.42	-0.6%	-0.3%	-0.4%	2.1%	4.1%	8.6%	9.1%	8.3%	49.9%	60.4%	14.4%	29.2%	-2.1%	Oct '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)	279.84	-1.4%	-12.6%	-18.7%	-21.4%	-27.2%	-0.2%	66.0%	-10.4%	127.7%	90.8%	51.9%	94.3%	-30.4%	May '26
Meta (Communications)	614.99	-1.5%	-4.3%	-15.2%	10.6%	0.7%	-4.8%	13.1%	-6.6%	106.1%	91.9%	-12.1%	21.1%	-21.8%	Aug '25
Amazon (Cyclical)	240.35	-1.4%	-3.1%	-3.5%	-11.5%	-9.3%	-1.6%	5.2%	4.1%	80.6%	42.5%	6.1%	40.8%	-15.4%	Aug '26
Tesla (Cyclical)	399.81	-0.9%	7.4%	12.7%	28.5%	4.8%	-12.4%	11.4%	-11.1%	99.1%	7.7%	10.9%	80.2%	-18.4%	Dec '25
Procter & Gamble (Defensive)	161.57	0.6%	0.3%	11.9%	12.6%	11.4%	10.6%	-12.3%	16.0%	16.6%	28.5%	1.9%	7.1%	-3.8%	Mar '25
PepsiCo (Defensive)	137.34	2.7%	1.2%	8.4%	-0.5%	-11.5%	-2.2%	-1.8%	-1.4%	-6.3%	-0.1%	0.9%	4.0%	-17.0%	Feb '26
Coca-Cola (Defensive)	94.08	1.4%	1.5%	9.3%	8.1%	20.9%	40.2%	15.6%	37.2%	81.6%	93.2%	40.9%	43.3%	-1.3%	Oct '26
Exxon Mobil (Energy)	187.25	2.2%	2.2%	15.1%	21.2%	22.9%	68.5%	16.0%	58.7%	95.2%	246.1%	77.9%	94.8%	NewNew Peak	Oct '26
Chevron (Energy)	235.52	1.8%	1.0%	15.3%	20.7%	24.0%	55.2%	10.1%	58.8%	83.2%	151.4%	59.3%	83.0%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	337.04	-1.9%	1.6%	2.4%	-3.7%	8.6%	10.4%	37.3%	6.6%	158.3%	124.6%	25.0%	59.9%	-7.2%	Aug '26
Visa (Financial)	413.59	0.7%	1.4%	15.1%	13.2%	25.9%	22.4%	11.8%	18.6%	80.0%	102.8%	17.8%	35.7%	-0.2%	Oct '26
Mastercard (Financial)	638.01	0.4%	2.3%	15.9%	11.5%	27.3%	16.3%	9.0%	12.5%	72.6%	95.9%	13.4%	34.4%	NewNew Peak	Oct '26
Bank of America (Financial)	50.01	-2.2%	-1.1%	-8.1%	-18.9%	-5.5%	-4.4%	28.0%	-7.6%	104.0%	18.3%	13.0%	47.5%	-22.4%	Aug '26
UnitedHealth (Health)	406.97	-1.0%	-2.7%	10.9%	-1.2%	11.2%	22.3%	-33.1%	25.7%	-19.1%	-3.3%	-16.8%	-23.4%	-29.4%	Apr '25
Johnson & Johnson (Health)	273.20	-0.7%	3.6%	3.2%	7.1%	20.1%	47.9%	47.5%	34.1%	100.6%	92.9%	79.8%	89.2%	-1.9%	Sep '26
Eli Lilly (Health)	1417.54	3.2%	11.3%	22.5%	23.6%	52.2%	65.3%	40.2%	32.5%	161.2%	482.3%	65.2%	97.3%	NewNew Peak	Oct '26
Union Pacific (Industrials)	304.00	0.7%	3.8%	11.7%	4.5%	13.9%	40.9%	3.9%	33.4%	56.4%	41.0%	27.9%	50.9%	-1.7%	Aug '26
Honeywell (Industrials)	218.33	-1.7%	-1.3%	3.5%	-9.9%	-2.0%	5.4%	-6.4%	8.2%	28.2%	12.0%	8.5%	24.4%	-15.4%	Mar '26
Nvidia (IT)	204.64	-4.2%	-3.0%	-10.4%	2.1%	2.8%	1.3%	38.9%	10.0%	403.3%	703.9%	47.4%	113.0%	-14.5%	Oct '26
Broadcom (IT)	326.08	-5.5%	1.4%	-7.1%	-16.1%	-21.6%	-11.1%	50.6%	-5.3%	300.3%	570.0%	44.6%	111.4%	-32.1%	Jun '26
Adobe (IT)	250.23	0.9%	-5.2%	4.3%	-0.1%	1.7%	-26.5%	-21.3%	-28.5%	-53.0%	-61.5%	-45.2%	-26.4%	-46.1%	Feb '25
Oracle (IT)	130.67	-6.4%	3.6%	-4.5%	1.0%	-18.5%	-49.6%	18.1%	-32.1%	30.9%	45.7%	-26.5%	7.2%	-59.6%	Sep '25
salesforce.com (IT)	229.17	-0.7%	-7.8%	-0.2%	24.8%	30.4%	-11.3%	-20.2%	-12.9%	16.3%	-22.1%	-28.4%	-4.8%	-35.5%	Jan '25
Linde PLC (Materials)	514.24	2.2%	1.1%	8.3%	7.9%	3.3%	24.6%	3.2%	21.8%	39.8%	72.4%	13.9%	26.9%	-5.6%	Jul '26
Sherwin-Williams (Materials)	332.61	0.8%	-1.3%	2.9%	-2.2%	3.9%	-2.7%	-3.8%	3.4%	43.4%	9.9%	-3.9%	7.6%	-10.5%	Sep '25
American Tower (Real Estate)	187.78	1.0%	-0.6%	14.7%	9.5%	4.9%	9.2%	-0.9%	10.2%	17.2%	-21.7%	6.2%	-2.1%	-15.2%	Jul '25
Prologis Inc. (Real Estate)	127.98	-0.03%	1.2%	-1.4%	-10.8%	-8.5%	6.4%	25.1%	2.6%	39.9%	2.3%	11.5%	49.8%	-14.0%	Jul '26
NextEra Energy (Utilities)	83.71	1.9%	2.0%	10.5%	-3.0%	-13.2%	5.8%	15.5%	6.5%	57.0%	12.2%	27.7%	36.5%	-13.2%	Apr '26
Duke Energy (Utilities)	127.39	1.2%	1.9%	11.7%	2.5%	0.1%	6.1%	12.7%	11.5%	60.4%	51.4%	20.1%	15.7%	-2.9%	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	15.72	-0.13%	0.4%	1.4%	0.0%	0.4%	2.4%	9.4%	2.0%	27.6%	10.4%	10.0%	12.8%	-1.4%	Aug '26
Moderate-60% Stock	68.15	-0.9%	0.0%	-0.1%	-0.1%	1.9%	7.6%	16.4%	6.6%	53.4%	35.5%	20.0%	32.8%	-2.8%	Aug '26
Mod Agg-80% Stock	54.80	-1.3%	-0.1%	-1.0%	-0.3%	2.5%	10.0%	19.6%	8.8%	67.0%	46.3%	24.7%	43.0%	-3.6%	Aug '26
Aggressive-90% Stock	33.69	-1.6%	-0.4%	-2.3%	-1.2%	2.3%	12.6%	20.9%	11.3%	72.8%	47.6%	28.1%	51.0%	-4.5%	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	77038.00	-0.2%	-5.0%	-7.8%	22.6%	1.0%	-29.7%	-6.3%	-12.0%	122.2%	23.8%	-20.3%	1.0%	-38.2%	Oct '25
Ethereum	2238.13	-0.12%	-6.1%	-16.6%	20.3%	-0.8%	-41.8%	-11.0%	-24.6%	23.2%	-49.3%	-17.6%	52.0%	-53.7%	Aug '25
BNB	703.39	0.06%	-4.8%	-8.4%	19.9%	14.4%	-35.4%	23.1%	-18.5%	210.6%	32.8%	7.6%	27.1%	-46.3%	Oct '25
Solana	96.11	-0.04%	-6.5%	-18.5%	32.0%	15.8%	-48.7%	-34.2%	-22.8%	149.5%	-52.0%	-43.1%	-8.9%	-63.3%	Jan '25
Bitcoin ETF	43.36	-5.1%	-5.7%	-8.4%	21.7%	0.1%	-30.4%	-6.4%	-12.7%	-	-	-20.7%	-0.5%	-39.2%	Oct '25
Grayscale Bitcoin (hi fee)	59.12	-5.1%	-5.6%	-8.5%	21.3%	-0.5%	-31.3%	-7.6%	-13.5%	144.6%	31.7%	-22.3%	-2.5%	-39.9%	Oct '25
Bloomberg Commodities	25.74	-0.7%	-2.2%	-0.5%	7.6%	1.7%	35.2%	14.9%	31.8%	51.7%	60.8%	38.3%	53.0%	-4.0%	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	5.31	-0.4%	-0.1%	-5.8%	0.6%	6.5%	13.7%	1.1%	9.7%	5.7%	173.4%	11.4%	12.6%	-6.3%	Oct '26
10yr Treasury rate	4.93	-1.2%	-1.2%	-6.9%	3.9%	12.3%	20.2%	-9.0%	18.4%	1.1%	216.6%	8.7%	15.6%	-7.2%	Oct '26
5yr Treasury rate	4.72	-1.7%	-1.7%	-7.2%	5.9%	17.4%	27.0%	-15.0%	26.8%	-2.0%	297.4%	8.0%	20.6%	-7.2%	Sep '26
13-week T-bill	3.97	-0.6%	-1.5%	-1.4%	7.9%	10.8%	6.9%	-15.7%	12.0%	-25.3%	8177.1%	-5.8%	-4.9%	-7.3%	May '25
Crude Oil	102.95	0.9%	-0.3%	13.9%	21.6%	-2.0%	68.8%	-19.9%	79.3%	27.1%	23.2%	42.5%	72.8%	-8.9%	Apr '26
Gold	3884.90	-3.6%	-3.1%	-7.2%	-5.4%	-16.1%	-2.8%	64.4%	-10.5%	94.8%	117.8%	32.3%	29.9%	-27.0%	Jan '26
USD/EUR	0.89	-0.2%	0.2%	1.3%	3.1%	4.9%	3.5%	-11.4%	5.0%	-5.1%	-	-6.6%	-1.8%	-8.4%	Jan '25
USD/JPY	157.80	-0.02%	0.6%	0.2%	0.3%	0.5%	2.5%	-0.4%	0.9%	5.8%	-	3.9%	8.2%	-3.7%	Jul '26
S&P 500 Volatility Index	19.42	12.9%	-0.2%	18.8%	21.5%	15.0%	11.4%	-13.8%	29.9%	7.1%	19.4%	27.2%	-62.9%	-62.9%	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	50.19	0.1%	0.3%	1.0%	0.6%	1.3%	3.1%	6.1%	2.2%	19.2%	19.8%	7.6%	6.8%	NewNew Peak	Oct '26
Interm Muni- JPMorgan	49.09	0.3%	0.9%	3.5%	-0.4%	-0.8%	0.3%	4.3%	-0.1%	14.5%	5.2%	3.6%	6.0%	-2.0%	Jul '26
Interm Bond- Janus MSB	43.40	0.4%	1.0%	3.2%	-0.3%	-1.3%	0.1%	8.8%	-0.8%	20.8%	2.4%	6.9%	5.8%	-2.9%	Feb '26
Interm Bond- Vanguard	74.39	0.4%	0.6%	2.5%	-0.4%	-1.2%	-0.7%	8.5%	-1.3%	18.0%	0.3%	6.2%	4.6%	-3.1%	Feb '26
Multisector Bond- Intrepid	8.66	-0.8%	-0.3%	-0.8%	-1.4%	-0.3%	2.4%	8.2%	1.4%	26.0%	31.2%	7.9%	10.8%	-1.8%	Aug '26
Int’l Bond- JPMorgan	46.86	0%	0.1%	0.6%	-1.3%	-0.6%	-0.2%	8.2%	-0.6%	18.9%	13.6%	5.6%	6.2%	-2.5%	Feb '26
Long Bond- Vanguard	70.63	-0.03%	0.4%	3.6%	-0.4%	-2.6%	-3.6%	7.2%	-2.9%	21.3%	-15.8%	2.9%	6.4%	-5.8%	Oct '25
Long CA Muni- PIMCO	9.12	0.3%	0.7%	3.4%	-1.1%	-1.4%	0.0%	4.4%	-0.2%	17.4%	5.1%	3.6%	6.5%	-2.7%	Jul '26
Long Muni- iShares	55.80	0.3%	0.8%	3.4%	-0.5%	-1.2%	-0.1%	3.4%	-0.7%	12.5%	2.1%	3.1%	7.0%	-2.5%	Feb '26

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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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