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S&P 500

Return

61.7%

[

19.8%

annualized]

Dec 29 2023 - Aug 28 2026

DJIA (Large Value)

Return

42.1%

[

14.1%

annualized]

Dec 29 2023 - Aug 28 2026

Russell 2000 (Small Cap)

Return

46.6%

[

15.4%

annualized]

Dec 29 2023 - Aug 28 2026

Performance Range:

As of Aug 28 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	7711.76	-0.2%	0.5%	5.4%	1.7%	12.1%	19.4%	16.4%	12.7%	71.5%	71.0%	60.8%	115.6%	-1.1%	Aug '26
DJIA (Large Value)	53559.99	-0.02%	0.5%	3.8%	5.0%	9.4%	17.6%	13.0%	11.4%	53.7%	51.1%	46.4%	83.4%	-1.5%	Aug '26
Russell 2000 (Small Cap)	2972.37	-1.4%	-1.5%	2.3%	1.8%	12.9%	25.6%	11.3%	19.8%	56.8%	30.5%	30.8%	76.1%	-3.1%	Aug '26
NASDAQ Comp (Tech/Growth)	26402.42	-0.5%	0.8%	8.0%	-2.1%	16.5%	23.1%	20.4%	13.6%	89.3%	74.5%	66.8%	153.5%	-2.6%	Jun '26
Aggregate Bond	97.49	-0.3%	0.1%	0.3%	-0.6%	-1.9%	2.0%	7.2%	-0.1%	12.9%	-1.4%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	106.35	-0.4%	0.4%	0.6%	-1.6%	-2.6%	1.3%	7.9%	-0.9%	14.6%	-4.3%	-2.1%	24.1%	-2.6%	Feb '26
High Yield Bond	79.74	-0.2%	0.2%	1.1%	0.7%	1.7%	4.5%	8.6%	2.4%	26.3%	19.8%	19.2%	39.5%	-0.2%	Aug '26
Preferred	30.54	-0.3%	0.3%	1.9%	-1.9%	-0.4%	2.4%	4.9%	1.6%	20.2%	4.0%	2.8%	26.2%	-2.4%	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	53.18	-0.09%	-0.7%	2.8%	4.4%	0.4%	17.4%	9.9%	18.2%	36.1%	36.6%	30.0%	66.9%	-0.9%	Aug '26
Consumer Discretionary/Cyclical	117.21	1.1%	-0.7%	5.0%	-2.8%	0.7%	1.9%	7.4%	-1.4%	41.7%	34.3%	15.8%	74.1%	-5.5%	Jan '26
Financial Services	58.10	0.4%	1.1%	2.5%	13.0%	13.9%	9.3%	14.9%	7.0%	76.6%	62.4%	58.8%	104.3%	-0.4%	Aug '26
Real Estate	97.24	-0.4%	-1.3%	-3.4%	2.5%	3.6%	9.5%	3.3%	12.0%	32.4%	10.1%	0.8%	47.9%	-3.7%	Jul '26
Communication Services	112.99	1.4%	1.4%	3.2%	-2.1%	-3.7%	2.7%	23.1%	-3.5%	72.7%	40.4%	51.5%	147.0%	-5.4%	Jan '26
Energy	62.68	0.6%	-1.5%	6.9%	12.2%	13.6%	43.0%	7.9%	42.1%	56.0%	204.7%	156.0%	77.3%	-1.7%	Aug '26
Industrials	177.14	-0.9%	-1.7%	0.3%	2.6%	0.5%	18.0%	19.3%	14.8%	70.9%	82.0%	80.7%	121.0%	-5.0%	Aug '26
Technology	185.69	-1.5%	1.3%	11.5%	-2.7%	34.1%	42.2%	24.6%	29.3%	118.3%	144.0%	118.9%	227.3%	-6.2%	Jun '26
Consumer Staples/Defensive	85.45	0.4%	-0.6%	-2.2%	3.8%	-3.9%	8.7%	1.5%	11.4%	27.0%	35.8%	24.8%	39.6%	-3.9%	Feb '26
Healthcare	171.16	-0.2%	-2.0%	3.0%	15.0%	7.8%	26.7%	14.5%	11.5%	33.4%	37.8%	32.1%	49.4%	-2.6%	Aug '26
Utilities	42.73	-1.0%	-0.1%	-4.9%	-3.2%	-9.3%	4.2%	16.0%	1.4%	46.4%	44.9%	37.9%	55.6%	-9.3%	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	161.09	-0.3%	0.2%	5.7%	2.3%	10.0%	22.6%	22.4%	14.6%	75.3%	69.1%	63.6%	122.3%	-0.9%	Aug '26
MSCI Emerging Markets	67.14	-0.7%	0.0%	9.9%	-1.6%	7.8%	37.3%	34.0%	23.4%	81.3%	46.5%	51.3%	113.1%	-5.7%	Jun '26
FTSE Europe	91.98	-0.3%	-0.8%	3.5%	4.7%	3.9%	20.8%	35.8%	12.0%	64.5%	55.3%	55.1%	127.3%	-1.3%	Aug '26
MSCI Japan	95.87	0.03%	0.7%	7.3%	3.7%	4.4%	27.8%	25.9%	19.4%	71.3%	58.6%	59.1%	116.7%	-2.6%	Aug '26
MSCI India	49.56	0.06%	-0.2%	0.8%	2.1%	-5.2%	-4.7%	2.7%	-8.3%	13.0%	12.0%	7.4%	23.4%	-15.7%	Sep '24
MSCI China	55.23	0.6%	-0.8%	0.3%	0.9%	-5.9%	-8.2%	31.0%	-7.4%	30.7%	-10.0%	-1.8%	50.4%	-16.0%	Oct '25
International Bond	47.60	-0.2%	-0.1%	-0.2%	-0.8%	-1.9%	0.9%	2.9%	0.1%	12.0%	-0.4%	1.5%	17.6%	-1.9%	Feb '26
iShares Latin America	34.65	-0.9%	-0.1%	1.0%	0.4%	-3.8%	32.7%	52.7%	15.2%	49.8%	67.2%	99.6%	79.1%	-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	707.24	-0.2%	0.5%	5.5%	2.0%	12.8%	20.7%	17.8%	13.5%	78.3%	83.4%	71.6%	127.4%	-1.1%	Aug '26
US Large Growth	122.75	-0.9%	0.3%	7.6%	-3.9%	9.3%	11.2%	19.8%	3.9%	85.5%	90.8%	76.9%	155.3%	-4.6%	Jun '26
US Large Value	258.33	0.3%	0.4%	3.5%	8.9%	15.3%	30.2%	15.7%	23.7%	71.7%	73.9%	67.2%	102.9%	-0.2%	Aug '26

US MidCap Blend	82.50	-0.7%	-0.6%	2.3%	4.8%	8.5%	18.0%	17.0%	14.5%	77.5%	76.8%	68.8%	118.3%	-2.3%	Aug '26
US MidCap Growth	303.06	-1.3%	-0.8%	4.4%	1.6%	9.2%	5.5%	10.7%	8.9%	51.4%	26.5%	24.5%	83.8%	-3.5%	Aug '26
US MidCap Value	207.78	-0.3%	-0.4%	0.9%	7.3%	8.0%	22.7%	12.1%	18.3%	60.5%	59.1%	52.9%	84.8%	-1.5%	Aug '26

US Small Blend	300.75	-1.2%	-1.3%	2.6%	2.8%	9.3%	20.7%	8.9%	17.4%	56.9%	42.6%	41.4%	83.5%	-2.8%	Aug '26
US Small Growth	378.91	-2.1%	-2.2%	4.2%	-0.4%	13.2%	23.7%	12.9%	17.5%	61.5%	28.0%	31.7%	87.0%	-4.2%	Aug '26
US Small Value	223.14	-0.7%	-0.7%	0.7%	4.7%	13.7%	30.4%	12.4%	23.9%	63.8%	49.2%	44.7%	82.2%	-1.9%	Aug '26

Foreign Large Blend	107.72	-0.3%	-0.5%	4.2%	4.4%	3.8%	21.8%	31.6%	13.9%	64.8%	56.4%	56.3%	117.3%	-1.0%	Aug '26
Foreign Growth	125.02	-0.5%	-0.5%	5.5%	2.2%	2.4%	15.4%	20.7%	10.6%	42.6%	22.3%	22.3%	85.3%	-1.7%	Aug '26
Foreign Value	81.75	-0.02%	-0.6%	3.0%	6.7%	5.2%	28.2%	42.2%	17.5%	88.6%	96.4%	96.9%	152.5%	-1.0%	Aug '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	23.18		0.11%	0.3%	1.2%	2.7%	5.7%	3.2%	3.6%	3.3%	20.1%	31.3%	29.4%	35.3%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.70		0%	0.1%	0.5%	1.1%	2.6%	4.8%	5.2%	3.0%	19.6%	27.3%	27.0%	29.3%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.52		-0.05%	-0.4%	0.7%	1.3%	4.2%	4.0%	6.9%	1.3%	21.4%	29.8%	28.6%	35.0%	-0.4%	Aug '26
Interval CEF- Cliffwater	10.34	p	EOD	0.1%	0.5%	1.5%	3.1%	6.8%	8.9%	3.8%	32.8%	57.3%	52.8%	45.9%	NewNew Peak	Aug '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	60.03		-0.2%	0.3%	4.5%	2.1%	10.9%	19.3%	17.7%	13.0%	81.3%	113.8%	110.7%	132.7%	-1.4%	Aug '26
Int’l Min Volatility- Franklin	42.86		0.4%	-0.3%	0.1%	6.3%	5.1%	30.1%	27.1%	18.7%	86.8%	116.4%	111.6%	127.2%	-0.8%	Aug '26
MidCap 30 - Hennessy (hi fee)	27.20	p	EOD	-1.9%	-1.8%	-5.0%	5.7%	13.8%	3.0%	12.1%	69.2%	108.8%	109.2%	115.1%	-8.3%	Jun '26
Small Value- Avantis	125.57		-0.4%	-0.7%	0.4%	5.0%	11.8%	27.6%	7.4%	23.9%	62.8%	79.2%	67.7%	92.4%	-2.5%	Aug '26
Mid Value- Pacer Cash Cows	72.40		0.5%	0.5%	6.7%	11.6%	12.0%	27.1%	9.0%	20.9%	50.8%	77.4%	67.1%	80.8%	NewNew Peak	Aug '26
Growth- S&P Momentum	146.78		-1.2%	-1.3%	7.6%	-2.4%	23.4%	27.1%	26.6%	23.6%	157.5%	147.4%	140.0%	195.0%	-9.2%	Jun '26
Invesco S&P Quality	85.71		-0.5%	-0.3%	3.0%	0.6%	6.5%	19.8%	13.2%	14.9%	70.2%	79.6%	70.9%	125.3%	-4.9%	Jun '26
Rotation Factor- BlackRock	69.59		-0.2%	0.7%	6.0%	3.3%	14.5%	22.6%	20.0%	15.0%	95.5%	101.5%	94.3%	163.3%	-1.1%	Aug '26
US Min Volatility- Fidelity	73.10		0.4%	0.6%	2.6%	4.2%	7.7%	14.6%	11.8%	10.4%	50.4%	58.3%	50.2%	83.2%	-0.7%	Aug '26
Derivative Income- JPMorgan	57.79		-0.10%	-0.2%	2.2%	5.2%	0.6%	9.6%	8.1%	5.8%	31.9%	42.4%	37.1%	56.5%	-0.6%	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	17.72	p	EOD	0.4%	2.5%	2.2%	10.5%	10.7%	6.5%	12.1%	32.5%	47.5%	45.1%	44.6%	NewNew Peak	Aug '26
Multistrategy- AQR	15.15	p	EOD	0.3%	3.1%	2.7%	3.8%	14.4%	16.4%	8.1%	46.0%	81.5%	77.6%	58.7%	NewNew Peak	Aug '26
Long Short- AQR	22.21	p	EOD	0.5%	6.7%	5.6%	5.6%	17.4%	34.4%	5.0%	96.9%	195.9%	171.0%	158.4%	-0.5%	Aug '26
Mkt Neutral- BlackRock	15.46	p	EOD	0.3%	3.0%	2.9%	11.1%	21.8%	18.3%	14.1%	78.5%	91.6%	92.9%	93.6%	-1.0%	Aug '26
Multi Strategy- Variant	25.87	p	EOD	0.1%	0.5%	1.3%	3.0%	6.5%	7.2%	3.6%	20.6%	42.6%	38.6%	30.0%	NewNew Peak	Aug '26
Long Short- First Trust	76.46		-0.4%	0.7%	2.9%	3.1%	7.7%	14.1%	9.1%	8.1%	48.2%	63.1%	55.2%	71.7%	-0.4%	Aug '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)	346.59	1.7%	0.5%	2.9%	-8.8%	11.3%	63.3%	66.0%	10.9%	159.8%	142.8%	141.2%	258.4%	-13.9%	May '26
Meta (Communications)	578.02	1.2%	5.1%	-1.3%	-8.5%	-10.7%	-21.5%	13.1%	-12.3%	95.7%	56.5%	72.2%	357.3%	-26.6%	Aug '25
Amazon (Cyclical)	266.43	4.0%	3.0%	17.6%	-1.6%	26.9%	16.3%	5.2%	15.4%	97.5%	59.1%	56.4%	136.0%	-6.2%	Aug '26
Tesla (Cyclical)	348.75	-1.7%	-3.9%	16.9%	-20.0%	-13.4%	4.5%	11.4%	-22.5%	35.6%	47.0%	-12.8%	60.5%	-28.8%	Dec '25
Procter & Gamble (Defensive)	143.78	0.4%	-0.6%	-1.6%	0.9%	-12.7%	-5.8%	-12.3%	2.6%	1.1%	14.9%	-0.3%	28.3%	-16.0%	Dec '24
PepsiCo (Defensive)	141.07	1.0%	-1.7%	-1.7%	-1.1%	-15.3%	-1.3%	-1.8%	0.2%	-13.4%	6.7%	-5.7%	-5.7%	-19.6%	May '23
Coca-Cola (Defensive)	89.66	0.7%	-1.6%	0.7%	14.2%	11.4%	33.6%	15.6%	30.0%	61.9%	86.8%	72.6%	81.6%	-2.5%	Aug '26
Exxon Mobil (Energy)	156.71	0.2%	-5.1%	0.6%	8.6%	4.1%	41.1%	16.0%	32.8%	57.5%	234.8%	190.0%	81.5%	-7.4%	Mar '26
Chevron (Energy)	201.86	1.0%	-1.7%	6.1%	11.6%	10.0%	30.6%	10.1%	36.1%	43.1%	150.1%	104.5%	50.5%	-2.7%	Mar '26
JPMorgan Chase (Financial)	357.62	1.0%	1.7%	3.7%	20.0%	20.2%	20.9%	37.3%	12.6%	156.8%	148.6%	149.1%	276.9%	-2.1%	Aug '26
Visa (Financial)	381.60	0.5%	2.8%	3.7%	17.1%	19.7%	9.3%	11.8%	9.5%	59.1%	70.3%	78.7%	120.8%	-0.7%	Aug '26
Mastercard (Financial)	595.30	0.6%	2.5%	5.7%	20.7%	15.5%	0.6%	9.0%	4.8%	47.2%	72.4%	65.1%	114.8%	-0.8%	Aug '26
Bank of America (Financial)	62.32	1.9%	1.0%	2.0%	21.4%	26.4%	25.5%	28.0%	14.5%	130.3%	65.8%	51.0%	129.6%	-3.8%	Aug '26
UnitedHealth (Health)	392.95	-0.5%	0.7%	-6.6%	3.9%	35.8%	30.2%	-33.1%	20.6%	-15.3%	2.4%	-15.2%	-15.6%	-34.5%	Nov '24
Johnson & Johnson (Health)	268.04	0.9%	-0.3%	1.4%	19.5%	9.0%	54.7%	47.5%	31.6%	77.6%	78.2%	78.5%	84.6%	-1.9%	Aug '26
Eli Lilly (Health)	1174.61	-0.13%	-6.4%	-2.8%	6.5%	12.0%	61.4%	40.2%	9.8%	116.5%	373.2%	350.9%	273.4%	-8.3%	Aug '26
Union Pacific (Industrials)	307.41	-0.08%	-0.2%	5.2%	17.0%	16.6%	39.7%	3.9%	34.3%	47.2%	55.4%	37.6%	74.5%	-1.0%	Aug '26
Honeywell (Industrials)	217.43	-1.3%	0.7%	-9.6%	-12.6%	-14.2%	2.2%	-6.4%	7.7%	23.5%	5.5%	17.4%	38.3%	-15.7%	Mar '26
Nvidia (IT)	217.55	-4.6%	1.3%	14.5%	3.2%	22.9%	25.1%	38.9%	16.8%	346.8%	864.4%	624.5%	1796.4%	-7.6%	May '26
Broadcom (IT)	368.79	-0.7%	0.1%	-0.4%	-17.3%	15.8%	24.9%	50.6%	6.9%	329.6%	716.8%	502.4%	806.6%	-23.3%	Jun '26
Adobe (IT)	291.52	0.8%	5.9%	10.7%	12.5%	11.1%	-18.3%	-21.3%	-16.7%	-46.1%	-55.7%	-48.3%	1.9%	-54.1%	Feb '24
Oracle (IT)	150.85	-0.7%	3.0%	28.1%	-33.0%	4.5%	-32.5%	18.1%	-21.9%	29.5%	80.6%	82.9%	147.8%	-53.5%	Sep '25
salesforce.com (IT)	256.00	1.6%	22.4%	35.9%	34.3%	32.1%	0.7%	-20.2%	-2.9%	22.9%	-2.3%	1.9%	83.0%	-29.5%	Dec '24
Linde PLC (Materials)	489.51	0.9%	0.4%	-4.2%	-1.3%	-3.0%	3.7%	3.2%	15.6%	31.5%	66.5%	53.7%	89.3%	-10.5%	Jul '26
Sherwin-Williams (Materials)	344.86	-0.10%	-0.5%	0.5%	13.8%	-4.2%	-4.8%	-3.8%	7.2%	30.9%	19.1%	6.2%	77.5%	-12.3%	Nov '24
American Tower (Real Estate)	176.23	1.2%	0.2%	-1.7%	-4.8%	-6.3%	-10.2%	-0.9%	2.3%	7.9%	-27.8%	-28.7%	9.0%	-22.2%	Sep '24
Prologis Inc. (Real Estate)	140.70	-0.8%	-0.8%	-3.3%	-1.2%	0.2%	27.7%	25.1%	11.9%	23.8%	23.8%	-2.3%	57.5%	-6.2%	Jul '26
NextEra Energy (Utilities)	81.84	-2.0%	-2.2%	-7.5%	-5.3%	-12.1%	16.0%	15.5%	3.4%	31.5%	11.4%	0.9%	25.1%	-15.8%	Apr '26
Duke Energy (Utilities)	120.25	-0.5%	0.3%	-6.0%	-1.2%	-6.5%	1.6%	12.7%	5.3%	49.1%	39.3%	39.5%	63.3%	-8.3%	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	16.04	p	EOD	0.4%	1.6%	0.2%	0.8%	6.2%	9.4%	3.3%	24.0%	10.9%	11.8%	34.0%	-0.2%	Aug '26
Moderate-60% Stock	69.93		-0.3%	0.1%	3.4%	1.2%	5.1%	14.3%	16.4%	8.9%	48.0%	38.7%	36.8%	73.7%	-0.7%	Aug '26
Mod Agg-80% Stock	56.60	p	EOD	0.4%	5.0%	2.0%	7.5%	19.1%	19.6%	12.4%	61.5%	52.1%	49.3%	96.1%	-0.4%	Aug '26
Aggressive-90% Stock	35.16	p	EOD	0.4%	5.6%	2.7%	10.2%	24.2%	20.9%	16.2%	67.8%	55.8%	52.7%	104.0%	-0.4%	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	77574.57	-0.10%	-1.0%	21.4%	5.7%	17.7%	-28.4%	-6.3%	-11.4%	179.8%	58.1%	67.0%	304.9%	-37.8%	Oct '25
Ethereum	2437.21	-0.03%	-3.1%	27.7%	21.1%	26.2%	-44.1%	-11.0%	-17.9%	40.9%	-25.5%	-35.2%	88.2%	-49.6%	Aug '25
BNB	688.80	-0.3%	0.3%	20.5%	7.2%	12.2%	-20.2%	23.1%	-20.2%	203.6%	39.3%	34.5%	154.2%	-47.4%	Oct '25
Solana	104.00	-0.02%	11.0%	41.3%	26.9%	26.9%	-49.3%	-34.2%	-16.5%	377.5%	18.1%	-38.9%	233.7%	-60.3%	Jan '25
Bitcoin ETF	43.90	-3.1%	0.5%	21.9%	5.5%	18.0%	-28.5%	-6.4%	-11.6%	-	-	-	-	-38.4%	Oct '25
Grayscale Bitcoin (hi fee)	60.01	-3.0%	0.6%	22.0%	5.2%	17.4%	-29.4%	-7.6%	-12.2%	223.1%	69.7%	93.8%	492.6%	-39.0%	Oct '25
Bloomberg Commodities	25.44	0%	-0.2%	5.9%	4.1%	16.6%	40.5%	14.9%	30.3%	49.7%	70.3%	65.4%	43.4%	-1.8%	May '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	5.21	0.3%	-1.3%	1.2%	4.3%	12.4%	5.9%	1.1%	7.6%	22.9%	171.4%	158.2%	34.0%	-1.9%	Aug '26
10yr Treasury rate	4.72	1.0%	-0.4%	2.1%	6.0%	19.1%	11.7%	-9.0%	13.4%	14.5%	259.8%	189.9%	21.0%	-5.4%	Oct '23
5yr Treasury rate	4.48	1.9%	1.3%	3.0%	8.0%	27.6%	21.1%	-15.0%	20.4%	4.8%	460.1%	228.3%	9.0%	-9.7%	Oct '23
13-week T-bill	3.73	1.4%	0.5%	2.0%	4.0%	4.2%	-7.7%	-15.7%	5.2%	-29.9%	8574.4%	6937.7%	5.6%	-30.3%	Oct '23
Crude Oil	83.44	-0.11%	-4.2%	-1.2%	-4.5%	24.5%	30.4%	-19.9%	45.3%	2.8%	21.4%	9.7%	-4.4%	-26.1%	Apr '26
Gold	4504.10	-2.3%	-2.6%	11.6%	-1.2%	-13.9%	29.7%	64.5%	4.1%	132.6%	147.9%	150.3%	169.7%	-15.3%	Jan '26
USD/EUR	0.86	0.6%	0.8%	-1.0%	0.6%	1.9%	-	-11.4%	1.4%	-6.2%	-	-1.8%	-16.2%	-11.6%	Jan '25
USD/JPY	160.04	0.5%	0.7%	-2.0%	0.5%	2.7%	-	-0.4%	2.3%	9.6%	-	39.0%	9.1%	-2.3%	Jul '26
S&P 500 Volatility Index	14.43	-0.6%	-4.6%	-30.2%	-5.8%	-27.3%	-6.1%	-13.8%	-3.5%	-0.1%	-12.0%	-13.1%	-57.0%	-72.4%	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	50.45		-0.1%	0.0%	0.4%	0.7%	1.0%	3.6%	6.1%	1.9%	18.5%	19.1%	19.5%	24.8%	-0.2%	Aug '26
Interm Muni- JPMorgan	49.60		-0.10%	-0.2%	-0.2%	-0.8%	-1.5%	3.7%	4.3%	0.3%	11.3%	4.4%	4.6%	16.2%	-1.6%	Jul '26
Interm Bond- Janus MSB	44.44		-0.4%	0.2%	0.3%	-0.6%	-1.9%	3.3%	8.8%	0.2%	15.7%	3.1%	3.8%	20.7%	-1.9%	Feb '26
Interm Bond- Vanguard	75.41		-0.4%	0.0%	0.1%	-0.8%	-2.5%	1.1%	8.5%	-0.7%	14.1%	-0.8%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.1%	0.5%	0.8%	3.1%	5.4%	8.2%	3.2%	29.6%	34.6%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.84		-0.2%	0.0%	0.4%	-0.1%	-0.9%	2.8%	8.2%	0.9%	18.6%	14.2%	14.8%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	72.35		-0.4%	0.9%	1.0%	-2.7%	-3.8%	1.1%	7.2%	-1.5%	11.6%	-15.3%	-12.9%	22.9%	-4.4%	Oct '25
Long CA Muni- PIMCO	9.26	p	EOD	-0.1%	-0.2%	-1.0%	-1.6%	4.9%	4.4%	0.6%	14.4%	5.0%	4.6%	20.2%	-1.9%	Jul '26
Long Muni- iShares	56.28		-0.2%	-0.4%	-0.3%	-1.1%	-2.2%	3.9%	3.4%	-0.4%	9.1%	1.6%	1.6%	13.4%	-2.2%	Feb '26

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