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S&P 500

Return

77.9%

[

19.8%

annualized]

Dec 30 2022 - Mar 05 2026

-2.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

44.7%

[

12.3%

annualized]

Dec 30 2022 - Mar 05 2026

-4.5%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

46.6%

[

12.8%

annualized]

Dec 30 2022 - Mar 05 2026

-5.0%

Below
Peak
Jan '26

Performance Range:

As of Mar 05 04:00 PM EDT, next update at 04:10 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	6830.13	-0.6%	-1.1%	0.5%	-0.6%	5.4%	16.9%	16.4%	-0.2%	68.8%	77.8%	42.4%	90.9%	-2.1%	Jan '26
DJIA (Large Value)	47948.53	-1.6%	-3.1%	-2.0%	0.0%	5.6%	11.5%	13.0%	-0.2%	43.6%	52.2%	31.1%	64.1%	-4.5%	Feb '26
Russell 2000 (Small Cap)	2581.88	-2.1%	-3.6%	0.2%	2.4%	8.0%	22.9%	11.3%	4.0%	33.9%	17.8%	13.6%	53.0%	-5.0%	Jan '26
NASDAQ Comp (Tech/Growth)	22750.45	-0.3%	-0.6%	0.9%	-3.5%	4.8%	22.6%	20.4%	-2.1%	94.6%	76.1%	43.7%	118.4%	-5.0%	Oct '25
Aggregate Bond	100.26	-0.3%	-0.9%	0.2%	0.9%	1.8%	5.4%	7.2%	0.7%	14.9%	1.8%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	110.56	-0.4%	-1.0%	0.0%	0.5%	1.3%	5.9%	7.9%	0.7%	18.3%	2.4%	-0.6%	26.1%	-1.0%	Feb '26
High Yield Bond	80.13	-0.3%	-0.9%	-0.5%	0.2%	1.5%	6.1%	8.6%	-0.1%	27.3%	20.7%	16.3%	36.1%	-1.1%	Feb '26
Preferred	31.30	-0.4%	-1.1%	0.4%	2.2%	1.1%	5.8%	4.9%	1.6%	15.9%	11.1%	2.9%	26.3%	-1.7%	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	50.84	-2.1%	-4.1%	0.7%	15.9%	11.7%	17.8%	9.9%	12.1%	27.4%	49.1%	23.3%	58.3%	-5.2%	Feb '26
Consumer Discretionary/Cyclical	116.51	0.10%	-0.5%	-0.9%	-2.5%	-0.5%	11.2%	7.4%	-2.4%	63.3%	54.7%	14.6%	72.4%	-6.4%	Jan '26
Financial Services	51.24	-0.5%	-2.4%	-3.8%	-4.2%	-2.8%	3.5%	14.9%	-6.4%	49.4%	65.7%	38.8%	78.6%	-9.1%	Jan '26
Real Estate	94.65	-0.9%	-0.9%	4.2%	6.3%	4.3%	4.3%	3.3%	7.0%	22.8%	31.1%	-3.8%	41.2%	-1.3%	Mar '26
Communication Services	118.54	-0.2%	1.6%	2.0%	1.5%	4.0%	18.2%	23.1%	0.7%	123.5%	69.7%	58.0%	157.6%	-1.3%	Jan '26
Energy	56.50	0.6%	2.6%	8.2%	24.1%	31.6%	36.3%	7.9%	26.4%	43.3%	157.5%	127.6%	57.6%	-0.9%	Mar '26
Industrials	172.07	-2.2%	-2.6%	2.2%	11.7%	14.9%	30.3%	19.3%	10.9%	73.8%	98.7%	74.6%	113.5%	-3.8%	Mar '26
Technology	140.17	0.2%	-0.6%	3.3%	-4.2%	6.9%	27.3%	24.6%	-2.6%	104.4%	126.0%	64.8%	146.5%	-7.7%	Oct '25
Consumer Staples/Defensive	85.44	-2.0%	-3.8%	-1.7%	9.8%	7.2%	6.5%	1.5%	10.0%	27.7%	50.5%	23.2%	37.9%	-5.1%	Feb '26
Healthcare	153.96	-2.0%	-2.2%	-0.6%	0.9%	12.6%	4.7%	14.5%	-0.5%	25.3%	47.5%	17.8%	33.3%	-3.9%	Feb '26
Utilities	46.92	-0.7%	-0.6%	8.9%	9.2%	14.0%	24.5%	16.0%	9.9%	55.3%	83.0%	49.5%	68.6%	-1.7%	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	143.34	-1.1%	-3.1%	0.1%	1.8%	7.9%	20.9%	22.4%	1.3%	67.6%	68.4%	44.6%	96.5%	-3.6%	Feb '26
MSCI Emerging Markets	57.67	-2.3%	-8.0%	-1.5%	6.9%	16.0%	32.8%	34.0%	5.4%	57.1%	20.5%	29.3%	82.1%	-8.9%	Feb '26
FTSE Europe	84.85	-2.0%	-6.2%	-2.2%	4.4%	9.3%	19.7%	35.8%	1.5%	53.7%	61.6%	40.5%	105.9%	-6.2%	Feb '26
MSCI Japan	85.86	-3.1%	-7.2%	-0.3%	6.5%	12.5%	28.1%	25.9%	6.3%	63.6%	42.3%	41.7%	93.0%	-8.6%	Feb '26
MSCI India	50.38	0.2%	-4.2%	-4.9%	-6.7%	-4.0%	3.0%	2.7%	-6.8%	26.8%	27.2%	9.1%	25.4%	-14.3%	Sep '24
MSCI China	56.18	-1.7%	-5.1%	-6.5%	-9.2%	-7.3%	2.1%	31.0%	-6.5%	20.4%	-26.2%	-0.7%	51.9%	-15.1%	Oct '25
International Bond	48.57	-0.4%	-1.1%	0.1%	0.7%	1.2%	4.2%	2.9%	0.7%	15.9%	1.8%	2.2%	18.3%	-1.3%	Feb '26
iShares Latin America	34.16	-2.9%	-7.2%	-3.0%	14.2%	27.9%	57.4%	52.7%	12.2%	65.6%	79.6%	94.3%	74.3%	-8.5%	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	626.86	-0.5%	-1.1%	0.6%	-0.3%	6.0%	18.3%	17.8%	0.0%	75.9%	90.9%	51.2%	100.3%	-2.0%	Jan '26
US Large Growth	453.13	0.02%	-0.2%	1.6%	-5.3%	1.1%	17.2%	18.3%	-4.3%	97.0%	98.8%	51.0%	121.8%	-7.8%	Oct '25
US Large Value	220.62	-1.2%	-2.1%	-0.1%	5.3%	10.5%	18.0%	15.7%	4.9%	49.3%	64.9%	41.8%	72.1%	-2.2%	Feb '26

US MidCap Blend	300.48	-0.9%	-2.1%	2.2%	2.9%	4.6%	14.8%	11.6%	3.5%	44.3%	50.5%	26.4%	68.5%	-2.1%	Feb '26
US MidCap Growth	276.00	-0.4%	-1.5%	3.7%	-3.1%	-3.7%	8.6%	10.7%	-1.1%	42.4%	36.7%	13.0%	66.8%	-7.3%	Oct '25
US MidCap Value	189.57	-1.2%	-2.5%	1.3%	7.5%	10.8%	19.2%	12.1%	6.9%	43.2%	61.2%	38.1%	66.9%	-2.5%	Feb '26

US Small Blend	271.19	-1.5%	-3.1%	0.8%	4.6%	6.8%	18.8%	8.9%	5.1%	40.6%	38.9%	26.6%	64.3%	-3.1%	Feb '26
US Small Growth	328.80	-1.8%	-3.5%	1.0%	-0.5%	6.1%	23.0%	12.9%	1.8%	41.0%	14.3%	14.1%	62.0%	-7.0%	Jan '26
US Small Value	194.38	-1.9%	-3.2%	-0.2%	6.4%	11.6%	26.3%	12.4%	7.3%	37.1%	36.1%	25.2%	57.7%	-3.3%	Feb '26

Foreign Large Blend	99.14	-2.2%	-6.1%	-1.2%	5.4%	10.0%	21.6%	31.6%	3.2%	54.1%	55.3%	41.6%	96.9%	-6.2%	Feb '26
Foreign Growth	116.18	-2.2%	-5.8%	-0.2%	2.7%	5.7%	12.1%	20.7%	2.0%	36.6%	28.8%	12.7%	70.8%	-5.8%	Feb '26
Foreign Value	74.68	-2.1%	-6.5%	-2.0%	8.0%	13.8%	31.6%	42.2%	4.6%	72.5%	83.8%	75.2%	124.7%	-6.6%	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	22.84		0.2%	-0.4%	-0.9%	-2.3%	-2.4%	1.0%	3.6%	-2.0%	21.2%	26.2%	22.8%	28.5%	-2.8%	Jan '26
Ultra Short- Janus AAA CLO	50.43		-0.06%	-0.5%	-0.4%	0.6%	1.8%	4.4%	5.2%	0.1%	20.6%	24.4%	23.4%	25.6%	-0.7%	Feb '26
Bank Loan- Invesco	20.46		0.10%	0.6%	-0.2%	-0.9%	0.9%	4.8%	6.9%	-1.6%	23.2%	27.3%	24.9%	31.2%	-1.9%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	-0.1%	0.1%	1.1%	3.2%	7.5%	8.9%	0.5%	36.4%	59.8%	47.9%	41.2%	-0.2%	Feb '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	53.54		-0.9%	-2.1%	-0.3%	0.7%	5.9%	19.8%	17.7%	0.3%	77.4%	110.8%	87.1%	106.7%	-3.0%	Feb '26
Int’l Min Volatility- Franklin	39.74		-1.9%	-4.2%	0.7%	9.9%	18.2%	30.4%	27.1%	7.9%	75.1%	118.7%	92.4%	106.6%	-4.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.32	p	EOD	-2.2%	0.6%	4.3%	4.4%	14.9%	3.0%	4.3%	67.3%	109.9%	94.8%	100.2%	-4.3%	Feb '26
Small Value- Avantis	111.10		-1.7%	-3.0%	-0.8%	8.4%	11.0%	27.0%	7.4%	8.9%	41.6%	69.7%	47.4%	69.2%	-3.8%	Feb '26
Mid Value- Pacer Cash Cows	63.76		-1.0%	-1.2%	1.5%	6.2%	11.9%	17.6%	9.0%	6.0%	37.9%	86.2%	46.4%	58.4%	-1.8%	Feb '26
Growth- S&P Momentum	119.68		-0.5%	-0.2%	3.2%	-0.7%	2.7%	24.1%	26.6%	0.3%	125.0%	148.6%	94.8%	139.4%	-3.4%	Oct '25
Invesco S&P Quality	78.54		-1.4%	-2.6%	0.8%	5.1%	9.3%	14.5%	13.2%	4.7%	76.3%	97.6%	55.7%	105.2%	-3.0%	Feb '26
Rotation Factor- BlackRock	60.82		-0.4%	-1.0%	1.0%	-0.3%	6.3%	20.5%	20.0%	0.0%	97.4%	104.9%	69.1%	129.1%	-1.8%	Feb '26
US Min Volatility- Fidelity	67.70		-0.4%	-0.6%	-0.3%	0.9%	4.6%	10.7%	11.8%	1.4%	51.9%	71.6%	38.0%	68.3%	-1.4%	Feb '26
Derivative Income- JPMorgan	58.63		-0.8%	-1.6%	0.7%	3.5%	6.6%	8.3%	8.1%	3.0%	36.7%	60.6%	33.4%	52.3%	-2.1%	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	15.97	p	EOD	-0.1%	0.1%	0.9%	0.1%	5.6%	6.5%	1.0%	24.3%	35.2%	30.8%	30.3%	-1.0%	Mar '26
Multistrategy- AQR	14.48	p	EOD	-0.8%	1.5%	4.8%	9.1%	14.1%	16.4%	3.4%	42.0%	79.7%	69.8%	51.7%	-0.8%	Feb '26
Long Short- AQR	20.78	p	EOD	-1.3%	-0.5%	1.7%	9.3%	21.8%	34.4%	-1.8%	98.2%	201.4%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	14.96	p	EOD	0.5%	2.3%	5.3%	8.1%	17.8%	18.3%	2.6%	66.1%	68.5%	73.5%	74.1%	-0.1%	Mar '26
Multi Strategy- Variant	26.51	p	EOD	0.2%	0.6%	1.3%	3.4%	6.7%	7.2%	0.7%	22.1%	47.9%	34.7%	26.3%	New Peak	Mar '26
Long Short- First Trust	71.06		-0.10%	-0.6%	0.6%	-0.1%	5.3%	10.0%	9.1%	0.1%	48.1%	64.3%	43.8%	59.0%	-1.5%	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)	300.90	-0.7%	-2.1%	-9.2%	-6.3%	28.2%	74.6%	66.0%	-3.9%	223.7%	189.1%	109.1%	210.8%	-12.4%	Feb '26
Meta (Communications)	660.65	-1.1%	0.6%	-1.4%	-1.8%	-12.1%	1.0%	13.1%	0.1%	259.1%	151.7%	96.5%	421.8%	-16.2%	Aug '25
Amazon (Cyclical)	218.92	1.0%	5.3%	-1.7%	-4.6%	-5.8%	5.1%	5.2%	-5.2%	130.7%	45.9%	28.5%	93.9%	-13.8%	Nov '25
Tesla (Cyclical)	405.61	-0.08%	-0.7%	2.1%	-10.9%	15.6%	45.3%	11.4%	-9.8%	105.1%	103.5%	1.4%	86.7%	-17.2%	Dec '25
Procter & Gamble (Defensive)	153.93	-2.8%	-6.0%	-3.0%	8.1%	-2.4%	-9.4%	-12.3%	8.2%	17.9%	38.6%	5.2%	35.3%	-11.5%	Dec '24
PepsiCo (Defensive)	160.68	-2.0%	-4.1%	-4.1%	10.8%	10.8%	8.6%	-1.8%	12.0%	1.8%	39.8%	5.3%	5.4%	-10.2%	May '23
Coca-Cola (Defensive)	76.90	-1.5%	-4.5%	-2.0%	9.9%	14.8%	13.0%	15.6%	10.0%	41.6%	76.0%	46.1%	53.7%	-5.7%	Feb '26
Exxon Mobil (Energy)	150.60	0.5%	1.4%	3.8%	30.1%	40.0%	47.7%	16.0%	26.0%	47.9%	199.4%	175.0%	72.1%	-2.5%	Feb '26
Chevron (Energy)	189.82	2.0%	3.1%	6.9%	27.8%	26.1%	31.5%	10.1%	25.8%	30.7%	114.5%	88.9%	39.0%	New Peak	Mar '26
JPMorgan Chase (Financial)	293.34	-2.0%	-4.2%	-5.4%	-6.5%	0.6%	19.0%	37.3%	-8.6%	119.2%	120.7%	102.4%	206.2%	-12.3%	Jan '26
Visa (Financial)	319.40	-0.3%	0.9%	-2.8%	-3.4%	-6.6%	-8.8%	11.8%	-8.7%	46.0%	53.8%	49.0%	84.1%	-13.9%	Jun '25
Mastercard (Financial)	523.55	0.12%	1.7%	-5.1%	-3.9%	-10.1%	-5.7%	9.0%	-8.2%	47.4%	49.3%	44.7%	88.3%	-12.3%	Aug '25
Bank of America (Financial)	49.79	-1.0%	-4.8%	-9.4%	-7.7%	0.6%	20.5%	28.0%	-9.5%	56.7%	51.4%	19.4%	81.5%	-13.0%	Jan '26
UnitedHealth (Health)	288.69	-1.1%	0.7%	7.5%	-12.2%	-7.3%	-37.9%	-33.1%	-12.5%	-36.3%	-9.8%	-38.5%	-38.8%	-52.5%	Nov '24
Johnson & Johnson (Health)	239.67	-2.3%	-1.6%	1.3%	19.3%	35.9%	49.2%	47.5%	16.4%	70.2%	76.8%	57.9%	63.3%	-3.6%	Mar '26
Eli Lilly (Health)	983.69	-2.0%	-3.8%	-3.5%	-2.5%	35.7%	6.6%	40.2%	-8.3%	215.9%	399.7%	276.4%	211.7%	-11.2%	Nov '25
Union Pacific (Industrials)	260.08	-2.5%	-1.5%	4.0%	11.1%	19.4%	9.3%	3.9%	13.0%	33.1%	38.8%	15.8%	46.9%	-2.6%	Mar '26
Honeywell (Industrials)	238.34	-3.1%	-0.6%	2.4%	25.2%	19.3%	23.2%	-6.4%	22.8%	37.0%	35.6%	33.8%	57.7%	-3.9%	Mar '26
Nvidia (IT)	183.32	0.2%	-0.9%	6.7%	0.5%	9.8%	56.3%	38.9%	-1.7%	668.1%	1375.2%	509.8%	1496.1%	-11.5%	Oct '25
Broadcom (IT)	332.56	4.7%	3.4%	7.1%	-14.6%	-0.3%	75.2%	50.6%	-3.9%	449.7%	721.2%	441.2%	714.6%	-19.3%	Dec '25
Adobe (IT)	281.74	3.2%	8.8%	4.6%	-18.6%	-19.3%	-37.6%	-21.3%	-19.5%	-18.1%	-36.1%	-50.1%	-1.5%	-55.6%	Feb '24
Oracle (IT)	154.84	1.6%	3.0%	13.5%	-28.6%	-33.2%	-3.2%	18.1%	-20.3%	79.9%	137.0%	86.5%	152.6%	-52.6%	Sep '25
salesforce.com (IT)	201.40	4.3%	1.0%	6.0%	-22.6%	-19.4%	-30.6%	-20.2%	-24.0%	9.3%	-3.3%	-20.2%	43.3%	-44.8%	Dec '24
Linde PLC (Materials)	490.02	-1.8%	-1.7%	6.6%	22.6%	4.8%	6.1%	3.2%	14.9%	40.6%	111.1%	52.8%	88.3%	-3.8%	Mar '26
Sherwin-Williams (Materials)	335.51	-3.5%	-6.7%	-7.1%	0.7%	-9.7%	-6.8%	-3.8%	3.5%	50.6%	55.4%	2.6%	71.5%	-15.3%	Nov '24
American Tower (Real Estate)	187.51	-1.7%	1.4%	9.3%	5.9%	-3.7%	-7.0%	-0.9%	6.8%	2.5%	8.6%	-25.6%	13.7%	-18.8%	Sep '24
Prologis Inc. (Real Estate)	137.73	-1.2%	-3.5%	1.2%	8.5%	23.2%	15.0%	25.1%	7.9%	19.3%	62.7%	-5.8%	51.8%	-3.5%	Mar '26
NextEra Energy (Utilities)	91.03	-1.7%	-0.4%	2.7%	10.2%	30.1%	33.0%	15.5%	14.2%	34.6%	46.5%	11.4%	38.2%	-4.2%	Feb '26
Duke Energy (Utilities)	131.67	-0.2%	1.9%	7.6%	14.0%	11.1%	18.3%	12.7%	13.3%	55.2%	80.6%	50.1%	75.7%	-0.2%	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	16.02	p	EOD	-0.9%	0.8%	1.9%	3.7%	9.3%	9.4%	1.6%	25.3%	13.6%	10.0%	31.8%	-0.9%	Feb '26
Moderate-60% Stock	65.97		-0.8%	-2.2%	0.2%	1.9%	5.9%	15.5%	16.4%	1.5%	44.9%	40.3%	27.5%	61.8%	-2.4%	Feb '26
Mod Agg-80% Stock	52.12	p	EOD	-2.0%	1.1%	3.2%	8.2%	20.1%	19.6%	2.7%	56.8%	53.4%	36.4%	79.2%	-2.2%	Feb '26
Aggressive-90% Stock	31.26	p	EOD	-2.3%	1.2%	4.1%	9.7%	21.9%	20.9%	3.3%	57.7%	55.8%	35.8%	81.3%	-2.7%	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	71206.74	-2.1%	5.6%	13.6%	-20.3%	-35.6%	-21.4%	-6.3%	-18.6%	218.4%	45.5%	53.3%	271.7%	-42.9%	Oct '25
Ethereum	2092.42	-1.6%	3.2%	14.9%	-30.8%	-51.4%	-6.7%	-11.0%	-29.5%	33.3%	36.5%	-44.4%	61.6%	-56.7%	Aug '25
BNB	650.33	-1.1%	3.9%	7.2%	-26.5%	-23.5%	8.8%	23.1%	-24.7%	124.0%	187.3%	27.0%	140.0%	-50.4%	Oct '25
Solana	89.20	-1.8%	3.8%	14.1%	-33.1%	-56.2%	-39.0%	-34.2%	-28.3%	316.8%	607.3%	-47.6%	186.2%	-65.9%	Jan '25
Bitcoin ETF	40.39	-2.5%	5.6%	11.9%	-20.3%	-36.3%	-21.5%	-6.4%	-18.7%	-	-	-	-	-43.3%	Oct '25
Grayscale Bitcoin (hi fee)	55.53	-2.6%	5.6%	11.8%	-20.6%	-36.7%	-22.4%	-7.6%	-18.8%	446.4%	40.3%	79.4%	448.4%	-43.6%	Oct '25
Bloomberg Commodities	22.65	1.4%	5.0%	8.2%	13.6%	25.4%	25.5%	14.9%	15.9%	32.9%	69.7%	47.2%	27.7%	New Peak	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	4.75	0.8%	1.8%	-2.3%	-0.8%	-0.5%	4.3%	1.1%	-1.8%	22.3%	107.7%	135.7%	22.3%	-6.9%	Oct '23
10yr Treasury rate	4.15	1.6%	3.2%	-1.5%	0.2%	1.5%	-2.8%	-9.0%	-0.4%	4.6%	166.8%	154.7%	6.3%	-16.9%	Oct '23
5yr Treasury rate	3.74	2.0%	4.5%	-0.2%	0.8%	4.5%	-7.7%	-15.0%	0.6%	-12.0%	376.8%	174.2%	-9.0%	-24.6%	Oct '23
13-week T-bill	3.59	-0.2%	0.0%	0.3%	-0.4%	-8.2%	-14.7%	-15.7%	1.2%	-24.0%	12714.3%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	79.97	7.1%	22.6%	26.4%	33.1%	29.3%	20.6%	-19.9%	39.3%	0.4%	21.0%	5.1%	-8.4%	-14.6%	Sep '23
Gold	5086.30	-0.7%	-1.7%	4.6%	20.7%	40.8%	74.5%	64.5%	17.6%	175.3%	199.5%	182.7%	204.5%	-4.4%	Jan '26
EUR/USD	1.16	-0.04%	-1.8%	-1.6%	-0.3%	-	9.2%	12.9%	-1.2%	9.5%	-3.0%	2.1%	19.6%	-3.4%	Jan '26
USD/JPY	157.56	-0.1%	0.9%	0.4%	1.6%	-	5.2%	-0.4%	0.7%	15.3%	46.0%	36.8%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	23.62	11.7%	26.8%	8.5%	53.3%	55.6%	7.7%	-13.8%	58.0%	27.7%	-4.2%	42.3%	-29.6%	-54.9%	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	51.00		-0.05%	-0.1%	0.2%	1.2%	2.1%	5.4%	6.1%	0.7%	20.2%	18.9%	18.1%	23.4%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.79		-0.01%	-0.9%	-0.1%	1.1%	3.3%	4.0%	4.3%	0.9%	13.1%	7.8%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.85		-0.3%	-1.2%	0.1%	1.3%	2.8%	6.9%	8.8%	0.8%	17.3%	4.0%	4.4%	21.4%	-1.2%	Feb '26
Interm Bond- Vanguard	78.04		-0.3%	-1.0%	0.2%	0.7%	1.4%	6.4%	8.5%	0.6%	17.4%	3.1%	2.7%	20.6%	-1.3%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	-0.4%	-0.6%	0.4%	1.5%	6.0%	8.2%	-0.1%	29.1%	35.5%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	48.65		-0.4%	-1.6%	-0.7%	0.5%	1.7%	6.1%	8.2%	0.3%	19.2%	16.0%	14.1%	28.1%	-1.6%	Feb '26
Long Bond- Vanguard	76.20		-0.5%	-1.4%	0.0%	0.3%	1.1%	4.8%	7.2%	0.9%	15.0%	-5.4%	-10.8%	26.0%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.50	p	EOD	-0.6%	0.1%	1.2%	3.9%	2.8%	3.3%	0.8%	12.9%	4.0%	1.1%	16.1%	-0.7%	Feb '26
Long Muni- iShares	57.78		-0.07%	-1.0%	-0.2%	1.2%	4.0%	4.1%	3.4%	0.8%	11.9%	4.8%	2.8%	14.7%	-1.1%	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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