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S&P 500

Return

60.1%

[

19.0%

annualized]

Dec 29 2023 - Sep 14 2026

DJIA (Large Value)

Return

39.1%

[

13.0%

annualized]

Dec 29 2023 - Sep 14 2026

Russell 2000 (Small Cap)

Return

43.1%

[

14.1%

annualized]

Dec 29 2023 - Sep 14 2026

Performance Range:

As of Sep 14 02:10 PM EDT, next update at 02:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7637.28	-0.3%	-1.1%	-1.9%	2.8%	15.2%	16.0%	16.4%	11.6%	69.5%	71.9%	59.2%	113.5%	-2.1%	Aug '26
DJIA (Large Value)	52443.58	-0.2%	-1.8%	-2.4%	2.4%	12.6%	14.4%	13.0%	9.1%	50.2%	51.7%	43.3%	79.5%	-3.5%	Aug '26
Russell 2000 (Small Cap)	2900.50	-0.12%	-2.5%	-5.5%	-1.5%	17.0%	21.0%	11.3%	16.9%	55.4%	31.2%	27.6%	71.9%	-5.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26313.98	-0.07%	-0.7%	-1.6%	1.6%	19.0%	18.8%	20.4%	13.2%	89.0%	75.0%	66.2%	152.6%	-2.9%	Jun '26
Aggregate Bond	96.07	0.09%	-1.0%	-1.1%	-1.7%	-1.2%	-0.6%	7.2%	-1.2%	12.5%	-2.7%	-0.7%	15.9%	-3.0%	Feb '26
Corp Bond	104.53	0.2%	-0.9%	-1.1%	-3.0%	-1.0%	-2.3%	7.9%	-2.2%	14.4%	-6.1%	-3.4%	22.5%	-3.9%	Feb '26
High Yield Bond	78.63	0.03%	-0.7%	-0.8%	-0.2%	2.3%	3.0%	8.6%	1.5%	25.4%	18.3%	18.2%	38.3%	-1.1%	Aug '26
Preferred	30.03	-0.4%	-1.1%	-2.1%	-2.0%	0.7%	-1.0%	4.9%	0.4%	18.1%	2.9%	1.6%	24.7%	-3.5%	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	50.50	-0.9%	-3.7%	-3.9%	-2.9%	3.5%	12.2%	9.9%	12.3%	29.5%	34.2%	23.5%	58.5%	-5.9%	Aug '26
Consumer Discretionary/Cyclical	113.08	0.11%	-1.6%	-4.3%	-2.8%	2.4%	-4.5%	7.4%	-4.9%	32.6%	28.9%	11.7%	68.0%	-8.8%	Jan '26
Financial Services	56.83	-0.7%	-2.2%	-2.3%	6.9%	17.2%	7.3%	14.9%	4.7%	70.2%	65.2%	55.3%	99.8%	-3.0%	Sep '26
Real Estate	94.38	-0.4%	-1.7%	-4.5%	-3.3%	4.4%	5.6%	3.3%	8.7%	29.4%	6.9%	-2.2%	43.5%	-6.5%	Jul '26
Communication Services	115.24	2.3%	2.9%	2.0%	3.5%	1.3%	-0.6%	23.1%	-1.5%	74.2%	44.9%	54.5%	151.9%	-3.5%	Jan '26
Energy	64.58	-0.9%	0.8%	4.3%	13.0%	13.5%	50.3%	7.9%	46.4%	52.2%	219.5%	163.7%	82.7%	-1.1%	Sep '26
Industrials	169.61	-1.6%	-3.2%	-9.1%	-3.5%	3.6%	13.3%	19.3%	9.9%	67.7%	81.1%	73.0%	111.6%	-9.1%	Aug '26
Technology	185.44	-1.2%	-1.0%	-2.4%	0.5%	35.9%	37.6%	24.6%	29.1%	119.7%	146.1%	118.6%	226.9%	-6.3%	Jun '26
Consumer Staples/Defensive	84.44	1.3%	-0.2%	-1.9%	-0.9%	0.9%	8.1%	1.5%	10.1%	26.1%	34.3%	23.3%	38.0%	-5.0%	Feb '26
Healthcare	167.54	1.3%	-2.3%	0.1%	9.4%	12.8%	23.4%	14.5%	9.2%	32.2%	37.2%	29.3%	46.3%	-4.6%	Aug '26
Utilities	41.87	-1.2%	-2.8%	-5.5%	-5.4%	-9.7%	0.7%	16.0%	-0.6%	40.4%	42.8%	35.2%	52.4%	-11.1%	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	159.41	-0.5%	-1.5%	-1.8%	2.5%	15.0%	18.7%	22.4%	13.4%	73.4%	68.2%	61.9%	120.0%	-1.9%	Aug '26
MSCI Emerging Markets	66.42	-2.1%	-3.3%	-0.3%	-1.6%	17.5%	29.6%	34.0%	22.0%	81.7%	43.2%	49.7%	110.8%	-6.7%	Jun '26
FTSE Europe	89.48	-0.6%	-2.5%	-3.1%	1.2%	10.9%	16.2%	35.8%	9.0%	63.2%	52.7%	50.9%	121.1%	-4.0%	Aug '26
MSCI Japan	97.90	-0.7%	-0.4%	-0.3%	6.2%	18.1%	26.5%	25.9%	21.9%	68.7%	50.4%	62.5%	121.3%	-0.7%	Sep '26
MSCI India	48.51	-0.11%	-2.8%	-2.5%	0.4%	0.9%	-8.7%	2.7%	-10.2%	8.0%	5.7%	5.1%	20.8%	-17.4%	Sep '24
MSCI China	53.49	1.0%	-2.6%	-2.1%	-1.8%	-6.8%	-14.8%	31.0%	-10.4%	29.7%	-14.2%	-4.9%	45.6%	-18.6%	Oct '25
International Bond	46.97	-0.05%	-1.0%	-1.3%	-2.0%	-0.7%	-0.6%	2.9%	-1.0%	11.1%	-1.1%	0.4%	16.3%	-3.0%	Feb '26
iShares Latin America	35.53	-1.2%	-1.5%	5.7%	3.2%	8.5%	31.9%	52.7%	18.2%	55.9%	80.3%	104.6%	83.6%	-5.6%	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	700.87	-0.2%	-1.0%	-1.8%	3.1%	15.8%	17.3%	17.8%	12.4%	76.1%	84.2%	70.1%	125.3%	-2.0%	Aug '26
US Large Growth	121.74	-0.4%	-1.4%	-2.8%	0.2%	11.3%	6.8%	19.8%	3.1%	83.2%	90.3%	75.5%	153.2%	-5.4%	Jun '26
US Large Value	255.50	-0.03%	-0.8%	-1.2%	5.9%	19.8%	28.2%	15.7%	22.3%	69.4%	76.3%	65.4%	100.7%	-1.5%	Sep '26

US MidCap Blend	80.61	-0.5%	-2.0%	-4.6%	1.3%	12.4%	14.6%	17.0%	11.9%	74.7%	76.0%	64.9%	113.3%	-4.6%	Aug '26
US MidCap Growth	293.61	-0.5%	-2.2%	-6.5%	-1.1%	11.9%	1.4%	10.7%	5.5%	47.6%	23.9%	20.6%	78.0%	-6.5%	Aug '26
US MidCap Value	204.38	-0.5%	-1.9%	-3.1%	3.2%	12.7%	20.2%	12.1%	16.4%	59.1%	60.4%	50.4%	81.8%	-3.1%	Aug '26

US Small Blend	292.51	-0.3%	-2.5%	-5.4%	-1.0%	13.0%	16.1%	8.9%	14.2%	54.7%	42.3%	37.5%	78.5%	-5.4%	Aug '26
US Small Growth	366.64	-0.3%	-2.9%	-7.3%	-3.5%	16.5%	17.8%	12.9%	13.7%	58.8%	27.0%	27.4%	80.9%	-7.3%	Aug '26
US Small Value	219.70	0.00%	-2.2%	-3.4%	1.0%	18.5%	27.3%	12.4%	22.0%	63.1%	51.8%	42.4%	79.4%	-3.4%	Aug '26

Foreign Large Blend	106.17	-0.5%	-2.0%	-2.3%	2.7%	12.0%	18.1%	31.6%	12.3%	63.1%	52.7%	54.1%	114.2%	-2.4%	Aug '26
Foreign Growth	120.65	-0.9%	-3.1%	-4.8%	-1.6%	8.1%	9.1%	20.7%	6.8%	41.3%	16.1%	18.0%	78.8%	-5.1%	Aug '26
Foreign Value	82.21	-0.12%	-0.9%	0.3%	6.9%	16.1%	27.3%	42.2%	18.2%	86.4%	97.2%	98.0%	153.9%	-1.1%	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	22.97		0.04%	-0.5%	0.2%	2.4%	4.0%	2.3%	3.6%	2.9%	19.2%	30.4%	28.9%	34.8%	-0.5%	Sep '26
Ultra Short- Janus AAA CLO	50.62		-0.01%	0.1%	0.4%	1.2%	2.9%	4.9%	5.2%	3.3%	19.5%	27.6%	27.3%	29.6%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.63		0.2%	0.1%	0.8%	2.6%	4.0%	4.8%	6.9%	2.4%	21.6%	30.7%	29.9%	36.5%	NewNew Peak	Sep '26
Interval CEF- Cliffwater	10.37	p	EOD	0.1%	0.4%	1.6%	3.3%	6.7%	8.9%	4.1%	32.3%	57.2%	53.2%	46.3%	NewNew Peak	Sep '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	59.39		-0.4%	-1.7%	-2.3%	2.2%	15.0%	16.3%	17.7%	11.8%	79.6%	118.2%	108.5%	130.3%	-2.5%	Aug '26
Int’l Min Volatility- Franklin	42.50		0.5%	-0.7%	0.0%	4.3%	9.5%	29.4%	27.1%	18.7%	81.2%	117.8%	111.6%	127.2%	-0.8%	Aug '26
MidCap 30 - Hennessy (hi fee)	26.45	p	EOD	-1.7%	-7.5%	-8.6%	11.9%	9.4%	3.0%	9.0%	61.2%	113.1%	103.5%	109.1%	-10.9%	Jun '26
Small Value- Avantis	124.18		-0.3%	-2.2%	-3.5%	-0.2%	17.3%	25.8%	7.4%	22.5%	62.5%	83.8%	65.8%	90.3%	-3.5%	Aug '26
Mid Value- Pacer Cash Cows	70.49		0.8%	-1.1%	0.3%	10.7%	14.1%	25.8%	9.0%	18.4%	46.4%	78.1%	63.6%	77.0%	-2.4%	Sep '26
Growth- S&P Momentum	144.75		-2.4%	-3.3%	-5.6%	-4.9%	25.1%	21.2%	26.6%	21.8%	147.5%	145.1%	136.7%	190.9%	-10.5%	Jun '26
Invesco S&P Quality	83.95		-0.7%	-1.6%	-4.2%	-3.6%	11.2%	17.2%	13.2%	12.5%	66.8%	80.8%	67.4%	120.7%	-6.8%	Jun '26
Rotation Factor- BlackRock	69.31		-0.7%	-1.1%	-1.3%	4.2%	17.6%	19.8%	20.0%	14.5%	93.5%	104.4%	93.5%	162.2%	-1.5%	Aug '26
US Min Volatility- Fidelity	72.40		0.5%	0.1%	-0.6%	4.9%	10.7%	11.9%	11.8%	9.4%	49.3%	58.4%	48.7%	81.4%	-1.7%	Aug '26
Derivative Income- JPMorgan	56.55		-0.2%	-1.2%	-1.9%	2.9%	3.3%	7.7%	8.1%	4.3%	29.1%	42.4%	35.0%	54.1%	-2.1%	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	18.15	p	EOD	1.8%	2.7%	4.8%	10.8%	13.9%	6.5%	14.8%	34.7%	47.7%	48.7%	48.1%	NewNew Peak	Sep '26
Multistrategy- AQR	15.46	p	EOD	0.5%	2.8%	4.7%	7.9%	14.3%	16.4%	10.3%	45.9%	83.9%	81.3%	62.0%	NewNew Peak	Sep '26
Long Short- AQR	22.38	p	EOD	0.0%	0.4%	6.7%	9.7%	15.9%	34.4%	5.8%	92.9%	201.1%	173.1%	160.4%	NewNew Peak	Sep '26
Mkt Neutral- BlackRock	15.72	p	EOD	0.8%	1.2%	3.3%	14.1%	20.5%	18.3%	16.0%	79.5%	95.3%	96.1%	96.8%	NewNew Peak	Sep '26
Multi Strategy- Variant	25.75	p	EOD	0.1%	0.5%	1.4%	2.9%	6.6%	7.2%	3.9%	20.4%	42.6%	39.0%	30.3%	NewNew Peak	Sep '26
Long Short- First Trust	76.46		-0.1%	-0.5%	0.0%	3.5%	10.4%	12.2%	9.1%	8.1%	46.3%	63.7%	55.2%	71.7%	-0.7%	Sep '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)	349.83	3.3%	3.4%	1.2%	-2.7%	15.9%	45.7%	66.0%	12.0%	155.7%	147.8%	143.6%	262.0%	-13.0%	May '26
Meta (Communications)	668.10	3.1%	8.3%	13.3%	17.9%	9.1%	-11.3%	13.1%	1.4%	116.2%	79.0%	99.1%	428.6%	-15.2%	Aug '25
Amazon (Cyclical)	255.51	-0.5%	-1.2%	-2.7%	7.1%	23.0%	12.0%	5.2%	10.7%	76.6%	48.1%	49.9%	126.3%	-10.0%	Aug '26
Tesla (Cyclical)	361.63	-1.0%	2.1%	5.7%	-11.0%	-7.6%	-8.7%	11.4%	-19.6%	31.0%	45.7%	-9.6%	66.5%	-26.2%	Dec '25
Procter & Gamble (Defensive)	146.00	0.5%	-0.3%	1.0%	-1.7%	-1.6%	-4.8%	-12.3%	4.1%	2.1%	14.2%	1.3%	30.3%	-14.8%	Dec '24
PepsiCo (Defensive)	136.38	0.04%	-0.9%	-2.1%	-4.5%	-12.9%	-1.1%	-1.8%	-2.1%	-16.1%	3.4%	-7.9%	-7.8%	-21.4%	May '23
Coca-Cola (Defensive)	89.01	0.8%	1.1%	1.5%	8.4%	15.8%	36.6%	15.6%	29.0%	65.0%	83.9%	71.4%	80.3%	-3.2%	Aug '26
Exxon Mobil (Energy)	165.38	-0.4%	3.7%	4.0%	13.2%	7.3%	51.7%	16.0%	40.2%	54.0%	261.0%	206.0%	91.5%	-2.3%	Mar '26
Chevron (Energy)	213.29	-0.4%	2.3%	7.6%	14.9%	10.3%	41.1%	10.1%	43.9%	44.6%	170.9%	116.0%	59.0%	-0.4%	Sep '26
JPMorgan Chase (Financial)	349.05	-2.0%	-2.7%	-3.8%	9.3%	24.3%	15.9%	37.3%	9.9%	149.8%	151.8%	143.2%	267.9%	-4.4%	Aug '26
Visa (Financial)	375.72	1.4%	0.2%	3.2%	16.8%	22.8%	11.6%	11.8%	7.8%	59.2%	75.0%	75.9%	117.4%	-2.2%	Aug '26
Mastercard (Financial)	574.20	0.9%	-0.9%	0.9%	17.4%	15.7%	-0.5%	9.0%	1.1%	41.4%	71.0%	59.2%	107.2%	-4.3%	Aug '26
Bank of America (Financial)	59.37	-5.3%	-5.3%	-7.5%	6.5%	28.4%	19.9%	28.0%	9.7%	118.5%	68.4%	44.6%	119.8%	-7.9%	Aug '26
UnitedHealth (Health)	383.85	1.3%	-3.3%	-4.5%	-5.5%	36.8%	11.8%	-33.1%	17.9%	-16.0%	1.2%	-17.1%	-17.5%	-36.0%	Nov '24
Johnson & Johnson (Health)	267.54	0.7%	-2.8%	3.3%	11.6%	12.0%	53.6%	47.5%	31.4%	77.9%	86.7%	78.2%	84.2%	-3.9%	Sep '26
Eli Lilly (Health)	1142.03	2.4%	-0.6%	-3.2%	0.9%	16.3%	52.1%	40.2%	6.8%	97.1%	412.7%	338.4%	263.1%	-10.8%	Aug '26
Union Pacific (Industrials)	284.39	0.00%	-1.8%	-2.7%	4.8%	18.5%	35.1%	3.9%	24.8%	40.9%	56.5%	27.9%	62.2%	-8.0%	Aug '26
Honeywell (Industrials)	198.96	-1.7%	-5.1%	-15.0%	-13.6%	-18.4%	-2.9%	-6.4%	-1.4%	10.6%	1.3%	7.4%	26.6%	-22.9%	Mar '26
Nvidia (IT)	212.49	-2.7%	-7.7%	-5.5%	3.7%	18.2%	19.8%	38.9%	14.2%	367.6%	859.6%	608.5%	1754.4%	-9.7%	May '26
Broadcom (IT)	346.46	-4.3%	-3.2%	-11.8%	-9.2%	7.9%	-3.0%	50.6%	0.5%	312.1%	658.3%	465.9%	751.7%	-27.9%	Jun '26
Adobe (IT)	263.36	4.4%	-1.2%	-0.2%	29.1%	5.6%	-24.6%	-21.3%	-24.8%	-52.3%	-59.2%	-53.3%	-8.0%	-58.5%	Feb '24
Oracle (IT)	144.46	-3.9%	-9.0%	-4.0%	-21.3%	-6.2%	-50.0%	18.1%	-25.2%	31.7%	78.9%	75.2%	137.3%	-55.5%	Sep '25
salesforce.com (IT)	258.61	4.4%	-0.2%	31.8%	55.9%	34.8%	7.4%	-20.2%	-1.9%	20.3%	3.4%	3.0%	84.9%	-28.8%	Dec '24
Linde PLC (Materials)	463.44	-0.6%	-3.0%	-3.7%	-11.2%	-5.6%	-2.6%	3.2%	9.8%	23.5%	59.0%	45.9%	79.8%	-14.9%	Jul '26
Sherwin-Williams (Materials)	325.27	0.6%	-2.5%	-9.2%	2.7%	2.2%	-8.8%	-3.8%	1.1%	24.6%	13.9%	0.2%	67.5%	-17.3%	Nov '24
American Tower (Real Estate)	177.97	0.07%	1.2%	1.4%	-4.9%	-1.6%	-5.2%	-0.9%	3.4%	9.2%	-29.8%	-28.0%	10.1%	-21.4%	Sep '24
Prologis Inc. (Real Estate)	134.99	-0.6%	-1.7%	-4.3%	-8.6%	4.0%	20.8%	25.1%	7.4%	19.5%	17.6%	-6.3%	51.1%	-10.0%	Jul '26
NextEra Energy (Utilities)	82.04	-0.3%	-1.7%	-4.1%	-3.9%	-10.3%	17.8%	15.5%	4.4%	29.5%	10.9%	1.9%	26.4%	-14.9%	Apr '26
Duke Energy (Utilities)	118.85	-0.5%	-1.1%	-4.1%	-4.1%	-9.2%	0.9%	12.7%	4.0%	39.4%	41.8%	37.9%	61.4%	-9.4%	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	15.83	p	EOD	-1.0%	-1.2%	-0.8%	2.2%	3.5%	9.4%	1.9%	23.0%	9.4%	10.4%	32.2%	-1.5%	Aug '26
Moderate-60% Stock	69.14		-0.3%	-1.4%	-1.6%	0.8%	8.4%	11.2%	16.4%	7.7%	46.8%	37.7%	35.3%	71.7%	-1.8%	Aug '26
Mod Agg-80% Stock	55.97	p	EOD	-1.0%	-1.4%	1.8%	11.9%	15.5%	19.6%	11.2%	60.0%	51.0%	47.6%	93.9%	-1.5%	Aug '26
Aggressive-90% Stock	34.77	p	EOD	-1.0%	-1.4%	2.2%	15.5%	20.1%	20.9%	14.9%	66.4%	55.0%	51.0%	101.7%	-1.5%	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	78956.50	2.8%	-0.9%	25.4%	24.3%	11.3%	-32.0%	-6.3%	-9.8%	197.5%	67.7%	70.0%	312.1%	-36.7%	Oct '25
Ethereum	2535.46	2.4%	3.2%	34.8%	52.3%	21.2%	-46.2%	-11.0%	-14.5%	55.8%	-26.1%	-32.6%	95.8%	-47.5%	Aug '25
BNB	726.19	1.4%	0.7%	19.5%	20.3%	10.7%	-21.5%	23.1%	-15.9%	242.1%	75.3%	41.8%	168.0%	-44.6%	Oct '25
Solana	103.22	4.0%	1.2%	37.0%	54.6%	17.1%	-57.4%	-34.2%	-17.1%	447.9%	-34.7%	-39.4%	231.2%	-60.6%	Jan '25
Bitcoin ETF	44.72	2.2%	-1.1%	25.5%	24.1%	10.8%	-32.6%	-6.4%	-9.9%	-	-	-	-	-37.3%	Oct '25
Grayscale Bitcoin (hi fee)	61.05	2.1%	-1.1%	25.4%	23.7%	10.1%	-33.5%	-7.6%	-10.7%	247.3%	83.6%	97.2%	502.9%	-38.0%	Oct '25
Bloomberg Commodities	26.44	-0.2%	2.0%	7.7%	13.1%	9.8%	44.7%	14.9%	35.4%	52.6%	74.2%	71.9%	49.1%	-1.4%	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	5.33	-0.5%	1.6%	1.2%	7.1%	8.6%	13.9%	1.1%	10.1%	21.5%	188.1%	164.3%	37.2%	-0.6%	Sep '26
10yr Treasury rate	4.95	-0.4%	3.6%	5.5%	10.4%	15.6%	22.0%	-9.0%	19.0%	15.6%	288.0%	204.4%	27.0%	-0.7%	Oct '23
5yr Treasury rate	4.78	-0.3%	4.9%	9.5%	13.3%	23.3%	31.7%	-15.0%	28.3%	8.1%	513.0%	249.8%	16.1%	-3.7%	Oct '23
13-week T-bill	3.93	0.5%	4.7%	6.4%	8.7%	9.1%	0.1%	-15.7%	10.9%	-25.7%	11134.3%	7318.9%	11.3%	-26.5%	Oct '23
Crude Oil	101.66	1.6%	11.1%	23.4%	19.8%	3.0%	62.2%	-19.9%	77.0%	12.8%	44.3%	33.6%	16.5%	-10.0%	Apr '26
Gold	4352.50	-1.3%	-1.7%	-0.6%	3.3%	-13.9%	19.3%	64.5%	0.6%	127.9%	141.2%	141.9%	160.6%	-18.2%	Jan '26
USD/EUR	0.87	0.4%	0.5%	0.1%	0.1%	-0.3%	-	-11.4%	1.6%	-8.0%	2.1%	-1.6%	-16.0%	-11.4%	Jan '25
USD/JPY	154.38	0.5%	-1.2%	-3.1%	-3.6%	-3.0%	-	-0.4%	-1.3%	4.7%	40.7%	34.1%	5.2%	-5.8%	Jul '26
S&P 500 Volatility Index	16.67	5.2%	14.7%	17.0%	-5.7%	-38.7%	12.9%	-13.8%	11.5%	30.0%	-14.3%	0.4%	-50.3%	-68.1%	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	50.12		0.04%	-0.7%	-0.7%	-0.1%	0.8%	2.6%	6.1%	1.2%	17.8%	18.3%	18.7%	24.0%	-0.8%	Aug '26
Interm Muni- JPMorgan	48.72		0.05%	-0.5%	-2.1%	-2.3%	-1.8%	0.2%	4.3%	-1.2%	9.9%	2.9%	3.1%	14.4%	-3.1%	Jul '26
Interm Bond- Janus MSB	43.49		0.12%	-1.5%	-1.7%	-2.5%	-1.8%	0.1%	8.8%	-1.5%	14.5%	1.1%	2.0%	18.6%	-3.6%	Feb '26
Interm Bond- Vanguard	74.12		0.08%	-1.1%	-1.6%	-2.0%	-1.8%	-1.4%	8.5%	-2.0%	13.6%	-2.4%	0.0%	17.5%	-3.8%	Feb '26
Multisector Bond- Intrepid	8.84	p	EOD	-0.3%	-0.4%	0.6%	3.3%	4.4%	8.2%	2.8%	27.9%	33.6%	31.8%	38.6%	-0.4%	Aug '26
Int’l Bond- JPMorgan	47.04		-0.12%	-1.2%	-1.5%	-1.6%	0.6%	0.6%	8.2%	-0.5%	17.3%	12.4%	13.2%	27.1%	-2.3%	Feb '26
Long Bond- Vanguard	70.89		0.3%	-1.0%	-0.7%	-4.4%	-1.1%	-4.2%	7.2%	-3.0%	11.8%	-17.5%	-14.2%	21.1%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.07	p	EOD	-1.2%	-2.7%	-3.1%	-2.1%	0.3%	4.4%	-1.5%	11.9%	2.7%	2.4%	17.7%	-3.9%	Jul '26
Long Muni- iShares	55.33		-0.01%	-0.7%	-2.3%	-2.7%	-2.2%	0.2%	3.4%	-1.8%	8.0%	0.2%	0.2%	11.8%	-3.6%	Feb '26

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