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S&P 500

Return

71.3%

[

18.2%

annualized]

Dec 30 2022 - Mar 19 2026

-5.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

38.2%

[

10.6%

annualized]

Dec 30 2022 - Mar 19 2026

-8.7%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

40.6%

[

11.1%

annualized]

Dec 30 2022 - Mar 19 2026

-8.9%

Below
Peak
Jan '26

Performance Range:

As of Mar 19 02:40 PM EDT, next update at 02:50 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	6576.18	-0.7%	-1.4%	-4.2%	-3.8%	-1.3%	15.9%	16.4%	-3.9%	67.9%	68.1%	37.1%	83.8%	-5.8%	Jan '26
DJIA (Large Value)	45805.13	-0.9%	-1.9%	-7.3%	-4.8%	-1.1%	9.2%	13.0%	-4.7%	43.8%	40.4%	25.2%	56.8%	-8.7%	Feb '26
Russell 2000 (Small Cap)	2475.72	-0.12%	-0.5%	-7.1%	-2.1%	1.1%	18.9%	11.3%	-0.2%	43.4%	8.2%	8.9%	46.7%	-8.9%	Jan '26
NASDAQ Comp (Tech/Growth)	21973.67	-0.8%	-1.5%	-3.1%	-5.7%	-2.9%	23.8%	20.4%	-5.5%	88.9%	66.3%	38.8%	110.9%	-8.3%	Oct '25
Aggregate Bond	99.31	-0.08%	0.0%	-1.3%	-0.2%	0.6%	4.2%	7.2%	-0.3%	11.0%	1.5%	0.2%	17.0%	-1.8%	Feb '26
Corp Bond	108.84	0.12%	0.2%	-2.2%	-0.8%	-0.8%	4.0%	7.9%	-0.9%	14.4%	1.7%	-2.1%	24.1%	-2.2%	Feb '26
High Yield Bond	79.37	-0.04%	0.0%	-1.5%	-0.7%	0.1%	5.4%	8.6%	-1.1%	28.4%	20.3%	15.2%	34.8%	-1.8%	Jan '26
Preferred	30.56	-0.4%	-0.9%	-3.5%	-1.8%	-3.0%	2.7%	4.9%	-1.2%	21.4%	7.2%	0.0%	22.8%	-4.2%	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	47.38	-2.3%	-4.6%	-10.3%	5.0%	5.3%	10.8%	9.9%	4.5%	33.0%	34.1%	14.9%	47.5%	-11.6%	Feb '26
Consumer Discretionary/Cyclical	109.07	-1.4%	-2.2%	-6.2%	-10.3%	-9.3%	11.6%	7.4%	-8.7%	58.3%	36.4%	7.3%	61.4%	-12.4%	Jan '26
Financial Services	48.69	-0.6%	-0.3%	-6.6%	-10.9%	-9.6%	-0.4%	14.9%	-11.1%	64.9%	55.1%	31.9%	69.7%	-13.7%	Jan '26
Real Estate	91.18	-0.8%	-0.9%	-3.2%	3.9%	1.4%	3.8%	3.3%	3.0%	27.7%	21.3%	-7.3%	36.0%	-4.9%	Mar '26
Communication Services	112.50	-1.0%	-2.4%	-2.3%	-3.1%	-5.2%	17.3%	23.1%	-4.4%	111.2%	56.7%	50.0%	144.5%	-6.3%	Jan '26
Energy	59.40	1.7%	3.3%	7.6%	35.7%	36.5%	32.3%	7.9%	32.9%	70.8%	189.4%	139.3%	65.7%	New Peak	Mar '26
Industrials	162.99	-1.3%	-1.4%	-7.6%	4.9%	7.2%	23.6%	19.3%	5.1%	76.5%	82.3%	65.4%	102.2%	-8.9%	Mar '26
Technology	137.61	-0.3%	-0.2%	-1.9%	-4.7%	-1.1%	28.9%	24.6%	-4.4%	96.0%	120.8%	61.8%	142.0%	-9.4%	Oct '25
Consumer Staples/Defensive	81.84	-1.0%	-2.9%	-6.6%	4.7%	4.7%	5.4%	1.5%	5.4%	23.0%	40.5%	18.0%	32.1%	-9.1%	Feb '26
Healthcare	146.38	-0.5%	-2.5%	-6.9%	-5.1%	7.6%	1.4%	14.5%	-5.4%	22.2%	37.8%	12.0%	26.7%	-8.6%	Feb '26
Utilities	46.38	-0.7%	-0.2%	0.6%	9.6%	10.8%	20.9%	16.0%	8.7%	51.9%	73.6%	47.8%	66.7%	-2.8%	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	138.51	-0.9%	-1.4%	-5.3%	-1.7%	1.4%	18.6%	22.4%	-2.1%	68.8%	59.7%	39.8%	89.9%	-6.8%	Feb '26
MSCI Emerging Markets	56.97	-1.0%	0.0%	-6.7%	6.0%	9.0%	29.0%	34.0%	4.1%	63.2%	18.5%	27.7%	79.9%	-10.0%	Feb '26
FTSE Europe	81.25	-1.2%	-2.5%	-8.8%	-1.9%	3.7%	14.1%	35.8%	-2.8%	57.1%	51.3%	34.5%	97.2%	-10.2%	Feb '26
MSCI Japan	83.21	-1.1%	-1.2%	-8.8%	3.3%	6.9%	21.4%	25.9%	3.1%	63.3%	32.9%	37.4%	87.1%	-11.5%	Feb '26
MSCI India	47.26	-1.0%	-2.6%	-9.6%	-12.7%	-12.4%	-6.6%	2.7%	-12.6%	24.3%	19.7%	2.4%	17.6%	-19.6%	Sep '24
MSCI China	56.54	-1.2%	-2.0%	-6.9%	-6.7%	-11.2%	-0.9%	31.0%	-5.9%	30.1%	-25.4%	-0.1%	52.9%	-14.6%	Oct '25
International Bond	48.04	-0.1%	-0.1%	-1.6%	-0.2%	0.1%	2.8%	2.9%	-0.4%	11.2%	0.8%	1.0%	17.0%	-2.2%	Feb '26
iShares Latin America	33.37	-0.9%	-0.9%	-8.4%	11.2%	19.9%	43.2%	52.7%	9.6%	73.3%	71.1%	89.8%	70.3%	-10.6%	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	604.03	-0.7%	-1.4%	-4.1%	-3.5%	-0.7%	17.3%	17.8%	-3.7%	74.9%	80.6%	45.7%	93.0%	-5.6%	Jan '26
US Large Growth	433.33	-0.9%	-2.3%	-3.9%	-8.5%	-7.4%	17.8%	18.3%	-8.4%	88.9%	87.3%	44.4%	112.1%	-11.8%	Oct '25
US Large Value	212.91	-0.6%	-0.8%	-4.9%	1.4%	5.5%	14.5%	15.7%	1.2%	55.0%	55.4%	36.9%	66.1%	-5.6%	Feb '26

US MidCap Blend	288.38	-0.5%	-0.3%	-4.9%	-1.2%	-0.3%	11.8%	11.6%	-0.6%	50.5%	40.3%	21.3%	61.7%	-6.1%	Feb '26
US MidCap Growth	263.19	-0.7%	-0.1%	-4.4%	-6.9%	-9.9%	6.5%	10.7%	-5.7%	45.3%	27.6%	7.8%	59.1%	-11.6%	Oct '25
US MidCap Value	182.74	-0.4%	-0.2%	-5.0%	2.9%	6.9%	15.1%	12.1%	3.0%	52.6%	49.6%	33.1%	60.9%	-6.0%	Feb '26

US Small Blend	261.17	-0.5%	0.2%	-6.1%	-0.1%	2.0%	16.3%	8.9%	1.2%	51.6%	29.2%	21.9%	58.2%	-6.7%	Feb '26
US Small Growth	314.53	-0.3%	-0.6%	-7.0%	-4.6%	-2.2%	18.6%	12.9%	-2.6%	48.5%	5.4%	9.2%	55.0%	-11.1%	Jan '26
US Small Value	185.18	-0.3%	-1.1%	-7.5%	0.4%	5.3%	21.2%	12.4%	2.2%	48.1%	23.8%	19.3%	50.3%	-7.8%	Feb '26

Foreign Large Blend	95.60	-1.1%	-1.9%	-8.1%	0.1%	4.7%	16.6%	31.6%	-0.5%	56.8%	46.3%	36.6%	89.8%	-9.5%	Feb '26
Foreign Growth	110.88	-1.3%	-3.0%	-8.8%	-2.3%	-0.9%	8.5%	20.7%	-2.7%	33.5%	20.0%	7.6%	63.0%	-10.1%	Feb '26
Foreign Value	72.63	-0.9%	-1.0%	-7.5%	2.5%	10.4%	25.0%	42.2%	1.7%	82.3%	75.2%	70.4%	118.5%	-9.2%	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	22.92		-0.3%	-0.4%	-0.3%	-2.0%	-2.0%	1.8%	3.6%	-1.6%	23.4%	26.7%	23.3%	29.0%	-2.4%	Jan '26
Ultra Short- Janus AAA CLO	50.48		0.04%	0.0%	-0.1%	0.5%	1.7%	4.9%	5.2%	0.2%	21.6%	24.5%	23.5%	25.8%	-0.3%	Jan '26
Bank Loan- Invesco	20.53		0%	0.1%	0.0%	-0.8%	0.8%	5.7%	6.9%	-1.3%	27.0%	28.0%	25.3%	31.6%	-1.5%	Jan '26
Interval CEF- Cliffwater	10.53	p	EOD	0.1%	0.3%	1.2%	3.2%	7.8%	8.9%	0.9%	36.9%	59.8%	48.5%	41.8%	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	51.58		-0.7%	-1.1%	-5.4%	-2.8%	-0.7%	17.5%	17.7%	-3.3%	80.4%	99.5%	80.3%	99.1%	-6.5%	Feb '26
Int’l Min Volatility- Franklin	39.43		-1.3%	-0.6%	-3.4%	7.6%	17.3%	26.1%	27.1%	7.1%	82.9%	109.7%	91.0%	105.0%	-5.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.83	p	EOD	0.2%	-7.2%	-3.2%	-1.3%	9.2%	3.0%	-1.8%	73.5%	87.5%	83.3%	88.4%	-10.0%	Feb '26
Small Value- Avantis	106.67		0.2%	0.1%	-7.2%	2.8%	6.8%	22.2%	7.4%	4.6%	58.3%	56.7%	41.5%	62.5%	-7.7%	Feb '26
Mid Value- Pacer Cash Cows	61.95		-0.3%	-0.8%	-3.4%	2.8%	9.4%	13.3%	9.0%	3.0%	48.7%	69.1%	42.3%	53.9%	-4.6%	Feb '26
Growth- S&P Momentum	115.24		-0.7%	-1.6%	-3.5%	-3.4%	-5.1%	22.9%	26.6%	-3.4%	128.7%	134.2%	87.6%	130.6%	-7.0%	Oct '25
Invesco S&P Quality	75.52		-0.6%	-0.8%	-5.3%	0.1%	3.5%	14.1%	13.2%	0.6%	73.7%	87.1%	49.7%	97.3%	-6.7%	Feb '26
Rotation Factor- BlackRock	58.70		-0.7%	-1.4%	-3.7%	-3.4%	-0.4%	20.3%	20.0%	-3.5%	95.9%	92.4%	63.2%	121.1%	-5.2%	Feb '26
US Min Volatility- Fidelity	64.96		-0.5%	-1.8%	-4.2%	-2.4%	-0.8%	8.5%	11.8%	-2.7%	48.5%	62.6%	32.4%	61.5%	-5.4%	Feb '26
Derivative Income- JPMorgan	56.42		-0.6%	-1.3%	-4.2%	-0.6%	2.5%	6.3%	8.1%	-0.9%	35.3%	51.3%	28.4%	46.6%	-5.2%	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	16.40	p	EOD	0.3%	2.8%	3.6%	2.9%	8.6%	6.5%	3.7%	30.8%	36.9%	34.3%	33.8%	New Peak	Mar '26
Multistrategy- AQR	14.48	p	EOD	0.6%	0.1%	3.9%	6.9%	13.2%	16.4%	3.4%	50.1%	76.8%	69.8%	51.7%	-0.8%	Feb '26
Long Short- AQR	20.56	p	EOD	0.0%	-2.0%	-3.1%	5.8%	20.3%	34.4%	-2.8%	109.8%	184.0%	150.9%	139.2%	-3.4%	Dec '25
Mkt Neutral- BlackRock	14.92	p	EOD	0.6%	2.1%	1.9%	6.6%	17.2%	18.3%	2.3%	64.4%	67.2%	73.0%	73.6%	-0.5%	Mar '26
Multi Strategy- Variant	26.58	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	1.0%	22.3%	47.6%	35.1%	26.7%	New Peak	Mar '26
Long Short- First Trust	69.37		-0.2%	-1.0%	-2.1%	-2.4%	0.4%	9.4%	9.1%	-2.3%	46.9%	61.2%	40.3%	55.2%	-3.8%	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)	305.54	-0.7%	0.7%	0.9%	-0.5%	20.0%	86.9%	66.0%	-2.4%	202.9%	203.8%	112.3%	215.5%	-11.1%	Feb '26
Meta (Communications)	603.06	-2.0%	-5.4%	-6.5%	-8.5%	-22.4%	3.5%	13.1%	-8.6%	210.5%	109.3%	79.4%	376.3%	-23.5%	Aug '25
Amazon (Cyclical)	207.16	-1.3%	-1.1%	1.1%	-8.9%	-10.5%	5.9%	5.2%	-10.3%	109.4%	34.7%	21.6%	83.5%	-18.4%	Nov '25
Tesla (Cyclical)	380.95	-3.0%	-3.6%	-7.5%	-20.8%	-10.6%	61.5%	11.4%	-15.3%	111.5%	74.5%	-4.7%	75.4%	-22.2%	Dec '25
Procter & Gamble (Defensive)	144.92	-1.2%	-3.7%	-8.6%	1.0%	-5.8%	-11.7%	-12.3%	1.8%	9.5%	28.4%	-1.0%	27.4%	-16.6%	Dec '24
PepsiCo (Defensive)	152.90	-0.4%	-3.8%	-6.3%	4.1%	9.9%	7.4%	-1.8%	7.5%	-3.4%	32.8%	1.1%	1.2%	-13.7%	May '23
Coca-Cola (Defensive)	75.73	-0.3%	-1.8%	-4.0%	8.1%	14.8%	11.7%	15.6%	8.3%	37.0%	71.8%	43.9%	51.4%	-7.1%	Feb '26
Exxon Mobil (Energy)	158.35	0.5%	3.1%	4.9%	36.6%	42.5%	41.9%	16.0%	32.5%	75.7%	239.5%	189.2%	81.0%	-0.3%	Mar '26
Chevron (Energy)	201.95	1.7%	2.5%	9.3%	38.0%	32.0%	28.6%	10.1%	33.8%	50.5%	140.6%	100.9%	47.9%	New Peak	Mar '26
JPMorgan Chase (Financial)	286.64	-0.4%	1.3%	-6.9%	-9.2%	-8.1%	22.3%	37.3%	-10.6%	144.6%	109.8%	97.8%	199.2%	-14.3%	Jan '26
Visa (Financial)	297.52	-0.5%	-2.9%	-6.7%	-14.6%	-12.6%	-11.8%	11.8%	-15.0%	40.0%	49.2%	38.8%	71.5%	-19.8%	Jun '25
Mastercard (Financial)	488.05	-0.09%	-1.9%	-6.2%	-14.6%	-16.2%	-8.4%	9.0%	-14.4%	42.0%	40.9%	34.9%	75.5%	-18.3%	Aug '25
Bank of America (Financial)	46.70	-0.3%	-0.9%	-11.0%	-15.0%	-9.6%	13.1%	28.0%	-14.6%	81.5%	36.9%	12.6%	71.2%	-18.0%	Jan '26
UnitedHealth (Health)	282.69	-0.6%	2.0%	-2.5%	-13.7%	-15.5%	-42.7%	-33.1%	-14.4%	-36.6%	-16.4%	-39.8%	-40.1%	-53.5%	Nov '24
Johnson & Johnson (Health)	237.76	0.2%	-1.8%	-3.2%	15.8%	36.5%	49.9%	47.5%	15.5%	70.6%	71.1%	56.7%	62.0%	-4.3%	Mar '26
Eli Lilly (Health)	915.10	-0.3%	-6.4%	-10.6%	-14.4%	22.1%	10.1%	40.2%	-14.7%	184.2%	421.9%	250.2%	190.0%	-17.4%	Nov '25
Union Pacific (Industrials)	232.69	-1.6%	-4.7%	-11.1%	-0.1%	6.6%	0.8%	3.9%	1.1%	31.2%	23.5%	3.6%	31.4%	-12.8%	Mar '26
Honeywell (Industrials)	227.64	-1.0%	-2.5%	-5.0%	14.9%	16.6%	18.2%	-6.4%	17.3%	39.5%	25.7%	27.8%	50.6%	-8.2%	Mar '26
Nvidia (IT)	178.65	-1.0%	-2.4%	-4.9%	-1.3%	1.1%	52.0%	38.9%	-4.2%	595.1%	1294.2%	494.3%	1455.5%	-13.7%	Oct '25
Broadcom (IT)	318.70	0.9%	-5.1%	-4.6%	-6.2%	-7.3%	64.4%	50.6%	-7.9%	428.3%	640.9%	418.7%	680.6%	-22.7%	Dec '25
Adobe (IT)	244.73	-0.5%	-9.3%	-5.6%	-31.2%	-33.1%	-36.9%	-21.3%	-30.1%	-31.7%	-44.6%	-56.6%	-14.5%	-61.4%	Feb '24
Oracle (IT)	154.17	0.8%	-3.1%	-1.5%	-19.5%	-49.8%	2.2%	18.1%	-20.7%	87.5%	149.2%	85.7%	151.5%	-52.8%	Sep '25
salesforce.com (IT)	194.13	-0.11%	-2.6%	4.8%	-25.3%	-21.3%	-30.1%	-20.2%	-26.7%	6.3%	-7.4%	-23.1%	38.1%	-46.8%	Dec '24
Linde PLC (Materials)	489.30	0.1%	-0.2%	-0.2%	16.1%	2.5%	7.5%	3.2%	14.8%	53.4%	94.0%	52.6%	88.0%	-3.9%	Mar '26
Sherwin-Williams (Materials)	305.88	-2.0%	-3.7%	-14.3%	-4.5%	-11.4%	-7.9%	-3.8%	-5.4%	44.5%	35.8%	-6.2%	56.7%	-22.6%	Nov '24
American Tower (Real Estate)	181.45	0.4%	0.9%	-1.8%	6.3%	-4.4%	-12.1%	-0.9%	3.3%	-0.3%	-5.3%	-28.0%	10.1%	-21.4%	Sep '24
Prologis Inc. (Real Estate)	130.16	-0.8%	-1.3%	-6.4%	2.3%	15.6%	18.3%	25.1%	2.0%	22.4%	48.2%	-11.0%	43.5%	-8.8%	Mar '26
NextEra Energy (Utilities)	91.38	0.5%	-0.4%	0.4%	15.7%	30.3%	33.5%	15.5%	14.6%	31.8%	46.8%	11.9%	38.7%	-3.8%	Feb '26
Duke Energy (Utilities)	129.64	-0.8%	-1.7%	2.6%	13.1%	8.9%	12.5%	12.7%	11.5%	51.2%	69.8%	47.8%	73.0%	-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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.75	p	EOD	-0.1%	-2.0%	0.1%	1.3%	7.5%	9.4%	-0.1%	21.6%	11.7%	8.2%	29.6%	-2.5%	Feb '26
Moderate-60% Stock	64.33		-0.5%	-0.8%	-3.9%	-0.8%	1.6%	13.4%	16.4%	-1.0%	44.0%	35.3%	24.3%	57.8%	-4.9%	Feb '26
Mod Agg-80% Stock	50.52	p	EOD	-0.3%	-4.0%	0.0%	2.6%	17.5%	19.6%	-0.4%	56.8%	46.5%	32.3%	73.7%	-5.2%	Feb '26
Aggressive-90% Stock	30.25	p	EOD	-0.2%	-4.4%	0.7%	3.7%	19.5%	20.9%	-0.1%	58.6%	48.7%	31.4%	75.5%	-5.9%	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	69668.78	-2.2%	-1.2%	4.0%	-20.9%	-39.8%	-19.8%	-6.3%	-20.4%	154.0%	19.4%	50.0%	263.7%	-44.2%	Oct '25
Ethereum	2116.41	-4.0%	2.1%	8.6%	-28.9%	-52.7%	2.9%	-11.0%	-28.7%	18.1%	16.4%	-43.7%	63.4%	-56.2%	Aug '25
BNB	636.62	-2.4%	-2.4%	4.9%	-25.6%	-35.3%	2.8%	23.1%	-26.3%	87.7%	141.1%	24.3%	134.9%	-51.4%	Oct '25
Solana	87.83	-2.5%	1.1%	6.6%	-30.4%	-63.2%	-35.2%	-34.2%	-29.4%	306.1%	518.3%	-48.4%	181.8%	-66.5%	Jan '25
Bitcoin ETF	39.51	-1.9%	-1.1%	3.8%	-20.8%	-39.6%	-18.7%	-6.4%	-20.4%	-	-	-	-	-44.6%	Oct '25
Grayscale Bitcoin (hi fee)	54.26	-1.9%	-1.1%	3.7%	-21.2%	-39.9%	-19.7%	-7.6%	-20.6%	289.3%	13.4%	75.3%	435.9%	-44.9%	Oct '25
Bloomberg Commodities	23.98	-1.0%	-1.0%	12.8%	23.7%	31.8%	30.5%	14.9%	22.8%	48.6%	82.1%	55.9%	35.2%	-1.0%	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	4.85	-0.7%	-0.8%	3.1%	0.4%	1.9%	6.1%	1.1%	0.2%	34.7%	97.8%	140.5%	24.8%	-5.0%	Oct '23
10yr Treasury rate	4.28	0.5%	0.1%	5.0%	3.1%	3.4%	0.5%	-9.0%	2.8%	26.0%	147.1%	162.8%	9.7%	-14.2%	Oct '23
5yr Treasury rate	3.92	1.5%	0.9%	7.5%	6.1%	6.2%	-2.8%	-15.0%	5.3%	13.1%	344.8%	187.1%	-4.7%	-21.0%	Oct '23
13-week T-bill	3.61	0%	0.1%	0.4%	2.5%	-6.9%	-13.8%	-15.7%	1.8%	-15.9%	72100.0%	6711.3%	2.2%	-32.5%	Oct '23
Crude Oil	95.73	-0.6%	0.0%	44.1%	69.0%	52.7%	42.5%	-19.9%	66.7%	43.4%	55.9%	25.8%	9.7%	-3.0%	Mar '26
Gold	4611.60	-5.7%	-9.9%	-7.3%	5.7%	25.6%	51.9%	64.5%	6.6%	134.1%	164.8%	156.3%	176.1%	-13.3%	Jan '26
USD/EUR	0.87	-0.2%	-0.1%	2.0%	1.4%	-	-5.4%	-11.4%	1.6%	-8.2%	3.1%	-1.6%	-16.0%	-11.4%	Jan '25
USD/JPY	157.87	-0.6%	-0.8%	2.1%	1.5%	-	5.6%	-0.4%	0.9%	18.4%	44.9%	37.1%	7.6%	-2.3%	Jul '24
S&P 500 Volatility Index	24.65	-1.8%	-9.7%	21.8%	65.3%	59.5%	23.9%	-13.8%	64.9%	-3.4%	17.7%	48.5%	-26.6%	-52.9%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.60		-0.1%	-0.1%	-0.8%	0.1%	1.2%	4.5%	6.1%	0.0%	19.0%	18.0%	17.2%	22.4%	-1.0%	Feb '26
Interm Muni- JPMorgan	50.42		-0.11%	0.0%	-1.1%	0.3%	1.3%	3.9%	4.3%	0.1%	10.6%	7.1%	4.4%	16.0%	-1.4%	Feb '26
Interm Bond- Janus MSB	45.33		-0.4%	-0.3%	-1.4%	-0.2%	1.3%	5.2%	8.8%	-0.4%	12.6%	3.3%	3.2%	19.9%	-2.1%	Feb '26
Interm Bond- Vanguard	77.18		-0.2%	-0.1%	-1.4%	-0.5%	0.3%	4.9%	8.5%	-0.6%	12.4%	2.8%	1.5%	19.2%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.3%	-0.5%	0.2%	1.2%	6.4%	8.2%	-0.1%	29.9%	35.3%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.81		-0.3%	-0.3%	-2.6%	-1.2%	-0.6%	4.2%	8.2%	-1.4%	17.2%	13.2%	12.1%	25.9%	-2.9%	Feb '26
Long Bond- Vanguard	74.71		0.3%	0.7%	-3.1%	-1.1%	-1.9%	2.6%	7.2%	-1.1%	10.6%	-5.9%	-12.6%	23.4%	-4.0%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.2%	-1.0%	0.6%	1.5%	3.1%	3.3%	0.1%	10.7%	3.4%	0.3%	15.3%	-1.5%	Feb '26
Long Muni- iShares	57.24		-0.3%	0.0%	-1.4%	0.1%	1.5%	4.0%	3.4%	-0.1%	8.6%	3.8%	1.8%	13.7%	-1.8%	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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