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S&P 500

-3.0%

BelowPeak Jan '26

Return

76.4%

[

18.9%

annualized]

Dec 30 2022 - Apr 08 2026

DJIA (Large Value)

-4.8%

BelowPeak Feb '26

Return

44.2%

[

11.8%

annualized]

Dec 30 2022 - Apr 08 2026

Russell 2000 (Small Cap)

-3.4%

BelowPeak Jan '26

Return

49.2%

[

13.0%

annualized]

Dec 30 2022 - Apr 08 2026

Performance Range:

As of Apr 08 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	6771.89	2.3%	3.0%	0.5%	-2.2%	0.3%	35.9%	16.4%	-1.1%	65.0%	65.3%	41.2%	89.3%	-3.0%	Jan '26
DJIA (Large Value)	47795.65	2.6%	2.6%	0.6%	-3.0%	2.6%	27.0%	13.0%	-0.6%	42.7%	42.7%	30.6%	63.6%	-4.8%	Feb '26
Russell 2000 (Small Cap)	2627.18	3.2%	4.6%	4.0%	0.9%	5.8%	49.2%	11.3%	5.9%	49.7%	17.1%	15.6%	55.7%	-3.4%	Jan '26
NASDAQ Comp (Tech/Growth)	22623.84	2.8%	3.6%	1.1%	-3.6%	-1.8%	48.2%	20.4%	-2.7%	87.2%	63.6%	42.9%	117.2%	-5.6%	Oct '25
Aggregate Bond	99.41	0.2%	0.4%	-0.7%	0.1%	0.9%	5.5%	7.2%	0.2%	10.2%	1.0%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	109.41	0.3%	0.7%	-0.7%	0.0%	0.2%	8.2%	7.9%	0.0%	12.7%	0.5%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	80.14	0.5%	1.0%	0.6%	0.0%	1.8%	11.6%	8.6%	0.4%	27.2%	20.0%	16.9%	36.8%	-0.6%	Feb '26
Preferred	30.73	0.8%	1.1%	-1.3%	-1.4%	-1.1%	11.7%	4.9%	-0.1%	18.4%	5.8%	1.1%	24.1%	-3.4%	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	51.51	2.9%	2.1%	3.8%	8.9%	15.7%	41.4%	9.9%	14.1%	37.2%	43.4%	25.5%	61.1%	-3.5%	Feb '26
Consumer Discretionary/Cyclical	111.03	3.0%	1.1%	-2.8%	-9.5%	-5.7%	26.9%	7.4%	-6.8%	57.0%	32.6%	9.5%	64.6%	-10.7%	Jan '26
Financial Services	51.13	2.5%	3.4%	1.6%	-8.1%	-3.6%	18.2%	14.9%	-6.2%	67.7%	60.0%	39.2%	79.1%	-8.9%	Jan '26
Real Estate	91.96	1.6%	3.3%	-0.6%	4.1%	4.5%	19.8%	3.3%	5.0%	26.0%	18.5%	-5.5%	38.6%	-3.1%	Mar '26
Communication Services	113.81	1.8%	2.3%	-2.8%	-2.8%	-0.9%	33.8%	23.1%	-3.0%	99.5%	55.6%	52.2%	148.2%	-4.9%	Jan '26
Energy	57.42	-4.6%	-2.6%	2.2%	24.1%	31.0%	55.1%	7.9%	29.3%	49.0%	184.4%	132.8%	61.2%	-8.2%	Mar '26
Industrials	170.40	3.7%	3.6%	0.6%	6.7%	10.2%	48.3%	19.3%	10.2%	82.2%	84.7%	73.4%	112.0%	-4.5%	Mar '26
Technology	141.55	3.0%	4.9%	3.2%	-1.7%	-2.3%	58.4%	24.6%	-1.6%	93.9%	109.4%	66.6%	149.2%	-6.7%	Oct '25
Consumer Staples/Defensive	82.37	1.4%	1.1%	-3.4%	5.6%	7.3%	10.9%	1.5%	6.6%	18.6%	36.0%	19.5%	33.7%	-8.0%	Feb '26
Healthcare	149.19	1.8%	1.0%	-1.9%	-5.3%	4.1%	14.2%	14.5%	-3.2%	17.4%	38.6%	14.6%	29.7%	-6.5%	Feb '26
Utilities	46.55	0.6%	1.0%	0.3%	11.6%	4.0%	31.0%	16.0%	9.8%	46.1%	66.9%	49.3%	68.4%	-1.8%	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	144.33	2.9%	3.3%	1.9%	0.4%	4.0%	41.6%	22.4%	2.0%	66.8%	61.2%	45.6%	97.9%	-2.9%	Feb '26
MSCI Emerging Markets	60.26	5.1%	5.3%	5.1%	6.0%	12.2%	60.2%	34.0%	10.1%	64.8%	25.5%	35.1%	90.3%	-4.8%	Feb '26
FTSE Europe	86.49	3.5%	3.4%	3.1%	2.0%	8.3%	42.3%	35.8%	3.9%	55.1%	56.4%	43.9%	110.8%	-4.0%	Feb '26
MSCI Japan	89.26	4.4%	3.2%	5.3%	7.7%	13.3%	51.5%	25.9%	10.6%	68.8%	45.7%	47.3%	100.7%	-5.0%	Feb '26
MSCI India	49.15	3.8%	5.2%	-1.7%	-8.5%	-6.6%	0.0%	2.7%	-9.1%	24.2%	26.0%	6.5%	22.3%	-16.4%	Sep '24
MSCI China	57.33	3.1%	2.4%	1.1%	-7.9%	-12.2%	29.6%	31.0%	-4.6%	24.8%	-22.3%	1.3%	55.0%	-13.4%	Oct '25
International Bond	48.27	0.8%	0.5%	-0.4%	-0.1%	0.4%	2.8%	2.9%	0.3%	12.1%	1.1%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	36.72	3.1%	2.9%	8.6%	15.9%	33.7%	80.3%	52.7%	20.6%	84.0%	85.2%	108.9%	87.4%	-1.6%	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	620.36	2.4%	3.0%	0.6%	-1.9%	0.9%	37.4%	17.8%	-0.8%	71.8%	77.4%	50.1%	98.9%	-2.7%	Jan '26
US Large Growth	443.05	2.6%	3.0%	-0.8%	-6.3%	-6.5%	38.8%	18.3%	-6.3%	85.3%	79.4%	47.8%	117.1%	-9.7%	Oct '25
US Large Value	221.42	2.2%	3.0%	2.1%	2.8%	9.0%	35.1%	15.7%	5.7%	53.8%	58.3%	42.9%	73.4%	-1.4%	Feb '26

US MidCap Blend	297.95	2.4%	3.1%	0.8%	0.7%	1.6%	32.3%	11.6%	3.0%	50.9%	41.7%	25.8%	67.7%	-2.6%	Feb '26
US MidCap Growth	271.24	3.3%	4.1%	0.0%	-4.3%	-8.4%	26.2%	10.7%	-2.6%	45.9%	26.2%	11.3%	64.3%	-8.7%	Oct '25
US MidCap Value	188.98	1.7%	2.3%	1.4%	4.2%	9.5%	36.0%	12.1%	7.1%	52.5%	54.4%	38.4%	67.3%	-2.3%	Feb '26

US Small Blend	273.03	2.8%	3.7%	3.3%	1.8%	6.6%	42.9%	8.9%	6.2%	54.4%	35.2%	28.0%	66.1%	-2.1%	Feb '26
US Small Growth	331.22	3.4%	4.8%	3.4%	-2.3%	1.2%	48.5%	12.9%	2.6%	53.0%	12.7%	15.0%	63.3%	-6.3%	Jan '26
US Small Value	198.02	2.4%	3.8%	4.3%	4.5%	11.5%	52.9%	12.4%	9.6%	56.7%	35.8%	27.9%	61.1%	-1.2%	Feb '26

Foreign Large Blend	102.01	3.7%	3.4%	3.8%	4.2%	9.6%	44.8%	31.6%	6.2%	56.3%	53.4%	45.7%	102.6%	-3.5%	Feb '26
Foreign Growth	118.29	4.8%	4.0%	2.9%	0.6%	3.1%	35.1%	20.7%	3.8%	33.9%	24.1%	14.8%	73.9%	-4.1%	Feb '26
Foreign Value	77.58	2.9%	3.1%	4.6%	7.4%	16.3%	54.7%	42.2%	8.6%	81.1%	85.7%	82.0%	133.4%	-3.0%	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	23.01		0.2%	0.6%	0.7%	-1.0%	-0.3%	5.7%	3.6%	-0.7%	21.8%	27.6%	24.4%	30.1%	-1.5%	Jan '26
Ultra Short- Janus AAA CLO	50.47		-0.01%	0.2%	0.6%	0.8%	2.2%	5.9%	5.2%	0.9%	21.8%	25.2%	24.4%	26.7%	New Peak	Apr '26
Bank Loan- Invesco	20.59		0.4%	0.7%	1.7%	-0.6%	1.7%	9.6%	6.9%	-0.4%	25.2%	28.6%	26.4%	32.8%	-0.7%	Jan '26
Interval CEF- Cliffwater	10.30	p	EOD	0.1%	0.4%	1.0%	3.1%	8.2%	8.9%	1.1%	36.3%	58.8%	48.8%	42.0%	New Peak	Apr '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	53.70		2.6%	3.6%	2.1%	-0.5%	2.8%	40.2%	17.7%	0.9%	80.8%	103.6%	88.1%	107.7%	-2.5%	Feb '26
Int’l Min Volatility- Franklin	41.15		0.6%	1.1%	4.2%	11.1%	20.1%	50.0%	27.1%	12.2%	82.2%	116.5%	100.1%	114.8%	-0.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.76	p	EOD	1.6%	2.7%	-1.7%	3.3%	32.8%	3.0%	2.0%	77.7%	95.0%	90.5%	95.8%	-6.5%	Feb '26
Small Value- Avantis	114.48		1.8%	3.4%	5.6%	7.1%	15.3%	54.7%	7.4%	12.5%	66.9%	71.0%	52.3%	74.8%	-0.7%	Feb '26
Mid Value- Pacer Cash Cows	62.54		0.3%	0.3%	-1.5%	1.3%	10.4%	34.7%	9.0%	4.3%	41.5%	67.2%	44.1%	55.9%	-3.4%	Feb '26
Growth- S&P Momentum	121.16		3.9%	5.8%	2.8%	2.1%	0.3%	47.9%	26.6%	1.8%	124.0%	131.9%	97.8%	143.1%	-1.9%	Oct '25
Invesco S&P Quality	78.51		3.3%	3.5%	1.9%	3.1%	7.0%	34.2%	13.2%	5.0%	72.4%	85.2%	56.2%	105.9%	-2.6%	Feb '26
Rotation Factor- BlackRock	60.63		2.5%	3.2%	1.4%	-0.6%	2.4%	40.7%	20.0%	0.0%	92.0%	92.3%	69.0%	128.9%	-1.9%	Feb '26
US Min Volatility- Fidelity	66.55		1.5%	2.5%	-0.8%	-0.9%	1.3%	24.1%	11.8%	0.1%	44.6%	58.6%	36.2%	66.1%	-2.6%	Feb '26
Derivative Income- JPMorgan	57.52		1.8%	2.0%	-1.0%	0.3%	4.3%	21.4%	8.1%	1.7%	33.0%	50.4%	31.7%	50.3%	-3.4%	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	16.59	p	EOD	0.6%	2.3%	4.9%	4.1%	15.0%	6.5%	4.9%	30.5%	38.0%	35.9%	35.4%	-0.1%	Mar '26
Multistrategy- AQR	14.57	p	EOD	0.2%	1.4%	3.0%	7.1%	19.5%	16.4%	4.0%	49.5%	75.8%	70.8%	52.7%	-0.2%	Apr '26
Long Short- AQR	20.72	p	EOD	-0.4%	0.6%	-1.8%	6.3%	27.3%	34.4%	-2.1%	105.1%	173.4%	152.8%	141.1%	-2.7%	Dec '25
Mkt Neutral- BlackRock	15.27	p	EOD	-0.3%	2.2%	3.2%	10.4%	17.1%	18.3%	4.7%	67.5%	73.2%	77.1%	77.7%	-0.3%	Apr '26
Multi Strategy- Variant	26.10	p	EOD	0.2%	0.6%	1.4%	3.2%	6.9%	7.2%	1.4%	22.1%	47.7%	35.7%	27.2%	New Peak	Apr '26
Long Short- First Trust	71.59		1.4%	1.4%	2.0%	0.7%	3.0%	20.4%	9.1%	0.9%	45.3%	62.4%	45.0%	60.3%	-0.6%	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)	318.60	4.3%	7.1%	6.8%	-2.0%	30.4%	120.9%	66.0%	1.9%	196.3%	185.5%	121.6%	229.3%	-7.2%	Feb '26
Meta (Communications)	617.35	7.4%	6.6%	-4.2%	-4.4%	-13.9%	21.3%	13.1%	-6.4%	187.9%	98.8%	83.8%	388.0%	-21.7%	Aug '25
Amazon (Cyclical)	222.09	3.9%	5.5%	4.2%	-9.8%	-1.4%	30.1%	5.2%	-3.8%	117.6%	34.6%	30.3%	96.7%	-12.6%	Nov '25
Tesla (Cyclical)	345.39	-0.4%	-9.4%	-12.9%	-20.7%	-21.3%	55.7%	11.4%	-23.2%	86.6%	51.5%	-13.6%	59.0%	-29.5%	Dec '25
Procter & Gamble (Defensive)	144.54	2.3%	0.3%	-5.9%	2.9%	-2.7%	-6.2%	-12.3%	1.6%	2.5%	19.5%	-1.2%	27.1%	-16.9%	Dec '24
PepsiCo (Defensive)	153.91	0.5%	-0.5%	-3.5%	11.4%	12.9%	14.1%	-1.8%	8.2%	-7.6%	26.1%	1.8%	1.8%	-13.2%	May '23
Coca-Cola (Defensive)	76.82	1.2%	1.0%	0.4%	11.5%	17.8%	15.5%	15.6%	10.6%	33.7%	67.9%	47.0%	54.6%	-5.2%	Feb '26
Exxon Mobil (Energy)	153.60	-6.3%	-4.5%	1.6%	25.8%	36.8%	57.7%	16.0%	28.5%	47.9%	232.2%	180.5%	75.6%	-10.4%	Mar '26
Chevron (Energy)	189.93	-5.8%	-3.8%	0.0%	20.4%	26.1%	44.9%	10.1%	25.8%	28.6%	127.0%	89.0%	39.1%	-10.1%	Mar '26
JPMorgan Chase (Financial)	307.51	3.4%	4.1%	6.2%	-6.8%	1.6%	43.8%	37.3%	-4.1%	157.0%	123.8%	112.2%	221.0%	-8.1%	Jan '26
Visa (Financial)	308.93	2.1%	3.5%	-2.7%	-12.1%	-11.7%	1.0%	11.8%	-11.7%	39.8%	45.2%	44.1%	78.0%	-16.8%	Jun '25
Mastercard (Financial)	509.48	2.2%	3.6%	-2.5%	-12.0%	-11.4%	6.8%	9.0%	-10.6%	43.2%	38.6%	40.8%	83.3%	-14.7%	Aug '25
Bank of America (Financial)	51.88	3.2%	5.3%	6.7%	-7.1%	5.2%	51.4%	28.0%	-5.1%	101.5%	47.6%	25.1%	90.2%	-8.9%	Jan '26
UnitedHealth (Health)	305.49	-0.7%	11.5%	7.5%	-11.2%	-16.2%	-43.2%	-33.1%	-6.7%	-36.8%	-8.8%	-34.4%	-34.8%	-49.4%	Nov '24
Johnson & Johnson (Health)	239.73	0.6%	-1.8%	-0.3%	17.1%	27.9%	64.3%	47.5%	16.5%	58.7%	69.4%	58.0%	63.3%	-3.6%	Mar '26
Eli Lilly (Health)	956.07	2.7%	0.2%	-3.5%	-11.8%	13.4%	32.6%	40.2%	-10.9%	165.4%	450.3%	265.8%	203.0%	-13.7%	Nov '25
Union Pacific (Industrials)	247.34	0.5%	1.7%	-2.7%	8.2%	7.5%	21.6%	3.9%	7.5%	33.4%	25.7%	10.1%	39.7%	-7.4%	Mar '26
Honeywell (Industrials)	230.16	2.8%	0.9%	-2.2%	12.7%	17.6%	36.4%	-6.4%	18.6%	36.7%	23.1%	29.2%	52.2%	-7.2%	Mar '26
Nvidia (IT)	181.86	2.1%	3.5%	2.3%	-1.7%	-3.8%	88.9%	38.9%	-2.5%	573.2%	1173.4%	505.0%	1483.5%	-12.2%	Oct '25
Broadcom (IT)	350.87	5.1%	11.9%	6.4%	5.8%	2.0%	126.7%	50.6%	1.6%	486.4%	698.8%	472.2%	761.2%	-14.7%	Dec '25
Adobe (IT)	240.29	0.06%	-0.4%	-15.3%	-29.1%	-31.1%	-29.3%	-21.3%	-31.3%	-36.9%	-51.9%	-57.4%	-16.0%	-62.1%	Feb '24
Oracle (IT)	144.52	0.9%	-0.5%	-5.5%	-23.6%	-49.7%	17.3%	18.1%	-25.7%	56.2%	104.7%	74.1%	135.8%	-55.8%	Sep '25
salesforce.com (IT)	179.41	-1.9%	-3.7%	-11.2%	-31.1%	-25.3%	-26.0%	-20.2%	-32.3%	-5.7%	-19.1%	-28.9%	27.6%	-50.9%	Dec '24
Linde PLC (Materials)	498.47	0.8%	0.9%	3.2%	13.7%	7.3%	22.2%	3.2%	17.3%	45.3%	89.1%	56.0%	92.2%	-1.8%	Mar '26
Sherwin-Williams (Materials)	335.54	6.9%	3.0%	1.7%	-1.4%	-0.1%	8.0%	-3.8%	3.8%	53.8%	38.4%	2.9%	71.9%	-15.1%	Nov '24
American Tower (Real Estate)	175.31	0.7%	2.5%	-7.0%	2.9%	-4.6%	-11.3%	-0.9%	-0.1%	-6.1%	-15.8%	-30.5%	6.3%	-24.1%	Sep '24
Prologis Inc. (Real Estate)	137.76	3.4%	3.3%	3.2%	8.2%	20.7%	58.8%	25.1%	8.8%	23.5%	46.4%	-5.0%	53.1%	-2.7%	Mar '26
NextEra Energy (Utilities)	93.82	0.2%	1.0%	3.1%	18.8%	13.2%	50.7%	15.5%	17.7%	29.7%	37.3%	14.9%	42.4%	-1.3%	Feb '26
Duke Energy (Utilities)	130.89	-0.7%	0.0%	-1.2%	12.5%	6.3%	16.9%	12.7%	12.6%	47.5%	62.8%	49.3%	74.7%	-1.9%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.64	p	EOD	0.1%	-0.8%	-0.5%	0.9%	10.5%	9.4%	-0.1%	19.7%	10.5%	8.2%	29.7%	-2.5%	Feb '26
Moderate-60% Stock	65.84		1.9%	1.7%	0.6%	0.2%	2.9%	26.1%	16.4%	1.3%	41.8%	35.5%	27.2%	61.5%	-2.6%	Feb '26
Mod Agg-80% Stock	50.66	p	EOD	0.3%	-1.1%	-1.6%	1.6%	31.2%	19.6%	-0.1%	50.9%	43.2%	32.6%	74.2%	-4.9%	Feb '26
Aggressive-90% Stock	30.44	p	EOD	0.5%	-0.2%	-1.2%	2.7%	36.5%	20.9%	0.6%	52.4%	45.2%	32.2%	76.6%	-5.3%	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	71751.05	-0.3%	5.4%	5.3%	-21.2%	-41.8%	-5.9%	-6.3%	-18.0%	155.9%	23.0%	54.4%	274.5%	-42.5%	Oct '25
Ethereum	2228.15	-0.6%	4.2%	12.6%	-28.2%	-50.8%	51.3%	-11.0%	-24.9%	19.0%	6.7%	-40.8%	72.1%	-53.9%	Aug '25
BNB	606.58	-2.3%	-0.7%	-3.3%	-32.0%	-53.6%	9.6%	23.1%	-29.7%	94.1%	45.1%	18.4%	123.9%	-53.7%	Oct '25
Solana	83.82	-2.1%	3.2%	-1.0%	-39.4%	-63.4%	-20.6%	-34.2%	-32.7%	306.7%	210.0%	-50.8%	168.9%	-68.0%	Jan '25
Bitcoin ETF	40.51	3.6%	4.8%	5.0%	-21.4%	-42.2%	-7.1%	-6.4%	-18.4%	-	-	-	-	-43.2%	Oct '25
Grayscale Bitcoin (hi fee)	55.57	3.5%	4.8%	4.7%	-21.7%	-42.6%	-8.3%	-7.6%	-18.7%	279.5%	25.4%	79.5%	448.8%	-43.5%	Oct '25
Bloomberg Commodities	23.59	-4.1%	-2.0%	0.4%	18.1%	24.7%	40.2%	14.9%	20.8%	40.9%	80.1%	53.4%	33.0%	-4.6%	Apr '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	4.88	-0.9%	-0.5%	2.6%	0.4%	3.2%	3.4%	1.1%	0.8%	37.8%	110.0%	141.9%	25.6%	-4.4%	Oct '23
10yr Treasury rate	4.28	-1.5%	-0.9%	3.5%	2.3%	3.6%	0.4%	-9.0%	2.8%	30.1%	162.2%	162.8%	9.7%	-14.2%	Oct '23
5yr Treasury rate	3.91	-1.8%	-1.2%	5.1%	4.6%	5.0%	-0.2%	-15.0%	4.9%	16.4%	365.0%	186.2%	-5.0%	-21.3%	Oct '23
13-week T-bill	3.60	-0.4%	-0.1%	0.8%	2.7%	-6.3%	-13.8%	-15.7%	1.5%	-23.6%	71900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	93.80	-17.0%	-6.3%	3.2%	62.4%	50.0%	57.4%	-19.9%	63.4%	16.2%	57.4%	23.3%	7.5%	-17.0%	Apr '26
Gold	4767.70	2.4%	-0.3%	-7.4%	7.1%	17.9%	60.6%	64.5%	10.2%	137.0%	171.4%	165.0%	185.4%	-10.4%	Jan '26
USD/EUR	0.86	-0.6%	-0.7%	-0.5%	0.0%	-0.3%	-5.9%	-11.4%	0.7%	-6.4%	2.1%	-2.6%	-16.8%	-12.2%	Jan '25
USD/JPY	158.49	-0.7%	-0.1%	0.6%	1.1%	3.8%	8.7%	-0.4%	1.3%	20.4%	45.0%	37.7%	8.0%	-1.9%	Jul '24
S&P 500 Volatility Index	20.95	-18.7%	-14.6%	-29.0%	35.6%	28.5%	-60.0%	-13.8%	40.1%	13.9%	23.6%	26.2%	-37.6%	-60.0%	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	50.71		0.12%	0.2%	-0.2%	0.5%	1.7%	5.1%	6.1%	0.5%	19.1%	18.5%	17.9%	23.1%	-0.4%	Feb '26
Interm Muni- JPMorgan	50.26		0.3%	0.5%	-1.0%	-0.3%	1.2%	6.2%	4.3%	0.1%	9.3%	6.2%	4.4%	15.9%	-1.7%	Feb '26
Interm Bond- Janus MSB	45.52		0.4%	0.7%	-0.2%	0.9%	2.5%	7.6%	8.8%	0.9%	13.2%	4.3%	4.5%	21.5%	-1.2%	Feb '26
Interm Bond- Vanguard	77.24		0.2%	0.4%	-0.9%	-0.2%	0.7%	5.8%	8.5%	-0.2%	11.2%	2.4%	2.0%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.90	p	EOD	0.2%	0.7%	0.0%	1.7%	9.8%	8.2%	0.5%	30.1%	35.5%	28.8%	35.4%	-0.4%	Jan '26
Int’l Bond- JPMorgan	48.10		0.8%	0.7%	-0.6%	-0.9%	0.6%	6.4%	8.2%	-0.5%	16.5%	13.9%	13.2%	27.2%	-2.3%	Feb '26
Long Bond- Vanguard	75.19		0.4%	1.0%	-0.9%	-0.1%	-0.8%	9.6%	7.2%	0.0%	8.6%	-8.0%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.38	p	EOD	0.1%	-0.7%	-0.5%	0.9%	5.5%	3.3%	-0.1%	8.5%	2.2%	0.1%	15.0%	-1.7%	Feb '26
Long Muni- iShares	57.23		0.4%	0.6%	-0.9%	-0.3%	1.6%	7.9%	3.4%	0.1%	7.5%	3.3%	2.1%	13.9%	-1.8%	Feb '26

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BelowPeak Jan '26

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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performance monitoring, and client presentations.
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