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S&P 500

Return

79.2%

[

20.3%

annualized]

Dec 30 2022 - Feb 24 2026

-1.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.3%

[

13.3%

annualized]

Dec 30 2022 - Feb 24 2026

-2.1%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

50.5%

[

13.8%

annualized]

Dec 30 2022 - Feb 24 2026

-2.5%

Below
Peak
Jan '26

Performance Range:

As of Feb 24 03:30 PM EDT, next update at 03:40 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	6881.72	0.6%	0.6%	-0.5%	2.6%	6.4%	15.0%	16.4%	0.5%	73.3%	75.3%	43.5%	92.4%	-1.4%	Jan '26
DJIA (Large Value)	49145.15	0.7%	-0.8%	0.1%	5.8%	7.7%	13.1%	13.0%	2.3%	49.8%	53.8%	34.3%	68.2%	-2.1%	Feb '26
Russell 2000 (Small Cap)	2650.11	1.1%	0.1%	-0.7%	9.8%	12.2%	21.7%	11.3%	6.8%	40.2%	16.0%	16.6%	57.0%	-2.5%	Jan '26
NASDAQ Comp (Tech/Growth)	22830.91	0.9%	1.1%	-2.9%	-0.2%	6.2%	18.4%	20.4%	-1.8%	100.4%	67.9%	44.2%	119.2%	-4.7%	Oct '25
Aggregate Bond	101.07	-0.03%	0.1%	1.3%	1.4%	3.7%	7.0%	7.2%	1.5%	16.0%	1.7%	2.0%	19.1%	New Peak	Feb '26
Corp Bond	111.59	-0.11%	-0.1%	1.0%	1.4%	3.5%	7.6%	7.9%	1.6%	20.2%	1.3%	0.4%	27.3%	-0.1%	Feb '26
High Yield Bond	80.79	-0.11%	0.0%	0.1%	1.7%	2.8%	7.3%	8.6%	0.7%	30.1%	20.8%	17.2%	37.2%	-0.3%	Feb '26
Preferred	31.59	0.3%	-0.7%	-0.4%	4.7%	2.6%	6.2%	4.9%	2.6%	17.5%	13.1%	3.9%	27.5%	-0.7%	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	53.28	0.6%	1.1%	6.6%	23.8%	16.8%	23.5%	9.9%	17.5%	39.2%	54.3%	29.2%	65.9%	-0.6%	Feb '26
Consumer Discretionary/Cyclical	116.61	1.4%	0.5%	-5.3%	2.3%	0.4%	8.1%	7.4%	-2.3%	66.3%	45.6%	14.7%	72.6%	-6.4%	Jan '26
Financial Services	50.87	0.3%	-2.6%	-4.2%	-1.6%	-4.4%	1.2%	14.9%	-7.1%	49.6%	65.3%	37.8%	77.3%	-9.8%	Jan '26
Real Estate	95.03	0.1%	-0.5%	5.0%	6.8%	5.0%	7.4%	3.3%	7.4%	25.0%	25.8%	-3.4%	41.7%	-0.5%	Feb '26
Communication Services	115.97	0.5%	1.4%	-0.8%	2.9%	4.9%	13.7%	23.1%	-1.5%	124.9%	67.1%	54.6%	152.1%	-3.4%	Jan '26
Energy	55.11	-0.07%	2.5%	12.0%	24.7%	27.2%	25.2%	7.9%	23.3%	44.0%	164.5%	122.0%	53.8%	-0.1%	Feb '26
Industrials	176.79	1.1%	1.0%	7.7%	18.3%	16.3%	33.5%	19.3%	14.0%	84.5%	104.5%	79.4%	119.4%	-0.3%	Feb '26
Technology	140.14	1.2%	0.5%	-3.4%	0.4%	7.1%	21.8%	24.6%	-2.7%	110.4%	116.3%	64.8%	146.4%	-7.7%	Oct '25
Consumer Staples/Defensive	89.51	0.6%	1.5%	8.0%	17.2%	10.2%	11.6%	1.5%	15.2%	33.4%	56.8%	29.1%	44.5%	New Peak	Feb '26
Healthcare	157.77	-0.5%	0.3%	0.2%	2.0%	15.2%	8.7%	14.5%	1.9%	29.0%	48.9%	20.7%	36.6%	-1.2%	Jan '26
Utilities	47.13	1.0%	1.6%	10.7%	6.5%	11.1%	21.4%	16.0%	10.4%	55.1%	82.8%	50.1%	69.3%	New Peak	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	147.20	0.6%	0.8%	1.4%	7.3%	10.6%	23.2%	22.4%	4.0%	76.1%	68.4%	48.5%	101.8%	-0.3%	Feb '26
MSCI Emerging Markets	62.64	1.6%	2.9%	6.0%	18.4%	25.5%	45.1%	34.0%	14.5%	76.2%	26.4%	40.4%	97.8%	New Peak	Feb '26
FTSE Europe	89.79	0.3%	0.6%	3.3%	14.9%	13.3%	32.4%	35.8%	7.4%	66.7%	67.8%	48.7%	117.9%	-0.2%	Feb '26
MSCI Japan	91.29	-0.10%	-0.6%	8.0%	15.9%	18.4%	38.9%	25.9%	13.1%	79.5%	46.4%	50.7%	105.3%	-2.8%	Feb '26
MSCI India	52.64	0.06%	-1.2%	2.7%	-2.9%	-1.8%	6.9%	2.7%	-2.6%	36.3%	32.4%	14.1%	31.0%	-10.4%	Sep '24
MSCI China	60.44	-0.5%	-0.3%	-3.7%	-1.2%	-0.6%	15.3%	31.0%	0.6%	37.0%	-24.9%	6.8%	63.5%	-8.7%	Oct '25
International Bond	49.07	0%	0.3%	1.5%	1.5%	2.7%	4.4%	2.9%	1.8%	16.7%	2.8%	3.2%	19.5%	New Peak	Feb '26
iShares Latin America	37.00	1.6%	2.7%	5.7%	26.5%	41.8%	67.0%	52.7%	21.5%	82.2%	86.9%	110.5%	88.8%	-0.3%	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	631.47	0.6%	0.6%	-0.4%	3.0%	7.1%	16.4%	17.8%	0.7%	80.7%	88.3%	52.3%	101.8%	-1.3%	Jan '26
US Large Growth	451.78	0.8%	0.5%	-3.5%	-3.3%	1.7%	13.2%	18.3%	-4.5%	101.2%	89.4%	50.6%	121.1%	-8.0%	Oct '25
US Large Value	224.13	0.5%	0.4%	2.6%	10.1%	12.1%	18.3%	15.7%	6.6%	54.0%	66.7%	44.1%	74.8%	-0.5%	Feb '26

US MidCap Blend	302.95	0.9%	0.4%	1.4%	7.4%	5.0%	14.0%	11.6%	4.4%	48.3%	46.4%	27.4%	69.9%	-0.4%	Feb '26
US MidCap Growth	273.77	1.2%	0.0%	-3.0%	-0.2%	-4.7%	6.0%	10.7%	-1.9%	45.9%	27.2%	12.1%	65.5%	-8.0%	Oct '25
US MidCap Value	193.12	0.7%	0.5%	4.6%	12.4%	12.2%	19.6%	12.1%	8.9%	47.3%	63.0%	40.7%	70.1%	-0.2%	Feb '26

US Small Blend	276.84	0.8%	0.3%	0.8%	11.3%	10.4%	17.6%	8.9%	7.3%	46.9%	36.5%	29.2%	67.7%	-0.8%	Feb '26
US Small Growth	336.82	1.2%	0.5%	-2.9%	6.8%	10.0%	20.8%	12.9%	4.3%	48.5%	8.1%	16.9%	66.0%	-4.8%	Jan '26
US Small Value	198.75	0.7%	-0.5%	1.6%	13.6%	15.8%	25.4%	12.4%	9.7%	42.2%	38.6%	28.0%	61.3%	-1.1%	Feb '26

Foreign Large Blend	104.74	0.3%	0.5%	4.8%	15.0%	14.4%	33.1%	31.6%	9.1%	67.2%	60.4%	49.6%	108.0%	-0.2%	Feb '26
Foreign Growth	122.26	0.4%	0.4%	2.3%	11.9%	10.0%	21.0%	20.7%	7.3%	47.2%	29.8%	18.7%	79.8%	-0.4%	Feb '26
Foreign Value	79.18	0.1%	0.7%	7.3%	18.1%	18.4%	45.1%	42.2%	10.9%	87.9%	93.7%	85.7%	138.2%	-0.1%	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	22.89		-0.4%	-0.8%	-2.6%	-1.6%	-1.8%	1.2%	3.6%	-1.8%	21.9%	26.1%	23.1%	28.7%	-2.6%	Jan '26
Ultra Short- Janus AAA CLO	50.76		0.06%	0.1%	0.3%	1.4%	2.6%	5.2%	5.2%	0.7%	21.6%	25.2%	24.2%	26.4%	New Peak	Feb '26
Bank Loan- Invesco	20.34		-0.2%	-1.5%	-2.6%	-1.4%	0.2%	3.7%	6.9%	-2.6%	23.1%	25.7%	23.6%	29.8%	-2.9%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.1%	0.2%	1.6%	3.7%	7.9%	8.9%	0.7%	36.7%	60.5%	48.2%	41.5%	New Peak	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	54.65		0.6%	0.6%	0.4%	5.5%	8.0%	19.2%	17.7%	2.4%	85.8%	114.9%	91.0%	111.0%	-1.0%	Feb '26
Int’l Min Volatility- Franklin	41.28		0.5%	1.8%	9.2%	16.0%	21.1%	36.1%	27.1%	12.1%	84.1%	130.2%	99.9%	114.6%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	25.19	p	EOD	-0.7%	-2.3%	7.9%	5.1%	10.5%	3.0%	3.8%	69.9%	106.7%	93.8%	99.2%	-4.8%	Feb '26
Small Value- Avantis	113.69		0.7%	-0.8%	4.8%	16.9%	15.8%	23.6%	7.4%	11.5%	48.7%	76.3%	50.9%	73.2%	-1.6%	Feb '26
Mid Value- Pacer Cash Cows	64.20		0.6%	0.5%	3.4%	11.5%	12.3%	13.1%	9.0%	6.7%	43.1%	89.8%	47.4%	59.5%	-0.4%	Feb '26
Growth- S&P Momentum	118.47		0.4%	-0.3%	0.5%	1.6%	2.1%	20.4%	26.6%	-0.7%	124.5%	134.8%	92.9%	137.0%	-4.4%	Oct '25
Invesco S&P Quality	80.20		1.0%	0.7%	4.4%	10.1%	11.0%	15.9%	13.2%	6.9%	84.6%	95.5%	59.0%	109.5%	-0.3%	Feb '26
Rotation Factor- BlackRock	61.17		0.7%	0.6%	0.6%	2.9%	7.7%	18.5%	20.0%	0.6%	103.8%	100.6%	70.0%	130.4%	-1.3%	Feb '26
US Min Volatility- Fidelity	67.89		0.3%	0.3%	0.6%	2.7%	5.5%	10.1%	11.8%	1.7%	54.3%	69.5%	38.3%	68.7%	-1.1%	Feb '26
Derivative Income- JPMorgan	59.39		0.4%	0.3%	2.3%	6.6%	7.6%	9.2%	8.1%	4.4%	40.0%	61.8%	35.2%	54.3%	-0.2%	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	15.89	p	EOD	-0.6%	0.4%	1.7%	-0.8%	5.9%	6.5%	0.5%	24.3%	32.1%	30.1%	29.7%	-1.2%	Feb '26
Multistrategy- AQR	14.51	p	EOD	1.3%	2.6%	5.4%	9.2%	15.0%	16.4%	3.6%	42.8%	78.6%	70.1%	52.0%	New Peak	Feb '26
Long Short- AQR	20.89	p	EOD	0.5%	1.2%	4.4%	10.7%	24.9%	34.4%	-1.3%	101.3%	211.0%	154.9%	143.1%	-1.9%	Dec '25
Mkt Neutral- BlackRock	14.67	p	EOD	1.3%	0.5%	4.8%	7.6%	18.5%	18.3%	0.6%	63.2%	66.9%	70.1%	70.7%	-1.3%	Feb '26
Multi Strategy- Variant	26.45	p	EOD	0.2%	0.7%	1.3%	3.4%	6.6%	7.2%	0.5%	21.9%	47.6%	34.4%	26.0%	New Peak	Feb '26
Long Short- First Trust	71.16		0.3%	0.5%	-0.4%	1.0%	5.8%	8.5%	9.1%	0.2%	50.4%	60.5%	44.0%	59.2%	-1.3%	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)	311.09	-0.13%	3.0%	-5.1%	-2.3%	51.2%	74.2%	66.0%	-0.6%	251.7%	200.8%	116.2%	221.3%	-9.5%	Feb '26
Meta (Communications)	638.18	0.1%	-0.2%	-3.1%	4.2%	-15.3%	-4.2%	13.1%	-3.3%	277.2%	143.1%	89.8%	404.0%	-19.1%	Aug '25
Amazon (Cyclical)	208.28	1.5%	3.5%	-12.9%	-8.0%	-9.0%	-2.1%	5.2%	-9.8%	122.8%	31.8%	22.2%	84.5%	-18.0%	Nov '25
Tesla (Cyclical)	408.88	2.3%	-0.4%	-8.9%	-2.1%	20.3%	23.7%	11.4%	-9.1%	107.7%	65.3%	2.2%	88.2%	-16.5%	Dec '25
Procter & Gamble (Defensive)	165.59	0.3%	3.8%	10.3%	13.5%	5.8%	-0.2%	-12.3%	16.4%	28.4%	47.2%	13.2%	45.6%	-4.7%	Dec '24
PepsiCo (Defensive)	168.79	0.3%	4.2%	16.7%	17.1%	15.0%	14.1%	-1.8%	17.6%	5.9%	49.1%	10.6%	10.7%	-5.6%	May '23
Coca-Cola (Defensive)	80.77	0.3%	1.5%	10.8%	12.1%	16.9%	17.8%	15.6%	15.5%	47.7%	85.1%	53.5%	61.4%	New Peak	Feb '26
Exxon Mobil (Energy)	149.61	-0.8%	2.3%	11.6%	29.9%	36.5%	39.1%	16.0%	25.2%	49.6%	219.6%	173.2%	71.0%	-3.2%	Feb '26
Chevron (Energy)	185.54	0.3%	2.8%	12.4%	25.1%	19.8%	22.8%	10.1%	22.9%	29.7%	121.2%	84.6%	35.9%	New Peak	Feb '26
JPMorgan Chase (Financial)	296.81	-0.3%	-3.4%	-0.3%	0.0%	1.1%	15.9%	37.3%	-7.5%	126.1%	119.9%	104.8%	209.8%	-11.3%	Jan '26
Visa (Financial)	306.48	-0.01%	-4.1%	-5.8%	-6.7%	-12.1%	-11.7%	11.8%	-12.4%	42.8%	44.9%	42.9%	76.6%	-17.4%	Jun '25
Mastercard (Financial)	496.57	0.11%	-4.9%	-5.4%	-7.5%	-16.9%	-10.7%	9.0%	-12.9%	43.1%	39.1%	37.2%	78.6%	-16.9%	Aug '25
Bank of America (Financial)	50.36	-1.4%	-4.5%	-2.6%	-2.5%	2.9%	15.9%	28.0%	-8.4%	59.3%	56.2%	20.7%	83.5%	-12.0%	Jan '26
UnitedHealth (Health)	273.20	-3.2%	-5.5%	-23.3%	-13.8%	-10.0%	-39.3%	-33.1%	-17.2%	-40.4%	-10.8%	-41.8%	-42.1%	-55.1%	Nov '24
Johnson & Johnson (Health)	246.05	0.09%	1.1%	11.8%	20.2%	39.1%	53.6%	47.5%	18.9%	71.6%	73.3%	61.3%	66.8%	-0.3%	Feb '26
Eli Lilly (Health)	1042.59	-1.5%	0.6%	-1.9%	-2.4%	47.0%	19.2%	40.2%	-2.8%	231.4%	435.8%	298.9%	230.4%	-5.9%	Nov '25
Union Pacific (Industrials)	265.43	0.6%	1.0%	15.6%	18.9%	17.9%	12.1%	3.9%	14.7%	46.8%	40.6%	17.6%	49.1%	-0.3%	Feb '26
Honeywell (Industrials)	244.12	0.4%	0.6%	10.2%	29.4%	16.9%	26.1%	-6.4%	25.1%	43.1%	35.9%	36.4%	60.7%	New Peak	Feb '26
Nvidia (IT)	192.82	0.7%	4.2%	2.7%	5.6%	8.3%	48.0%	38.9%	3.4%	728.9%	1233.6%	541.4%	1578.8%	-6.9%	Oct '25
Broadcom (IT)	323.83	-2.0%	-2.6%	1.2%	-14.2%	10.5%	57.1%	50.6%	-6.4%	486.2%	648.6%	427.0%	693.2%	-21.4%	Dec '25
Adobe (IT)	254.75	3.3%	-2.2%	-15.4%	-20.1%	-29.6%	-42.7%	-21.3%	-27.2%	-20.5%	-46.6%	-54.9%	-11.0%	-59.9%	Feb '24
Oracle (IT)	145.55	3.0%	-5.5%	-17.8%	-27.1%	-38.2%	-13.5%	18.1%	-25.1%	70.2%	140.9%	75.3%	137.5%	-55.5%	Sep '25
salesforce.com (IT)	185.24	4.0%	0.5%	-18.8%	-18.2%	-25.1%	-39.5%	-20.2%	-30.1%	15.6%	-22.0%	-26.6%	31.8%	-49.3%	Dec '24
Linde PLC (Materials)	503.42	1.1%	4.4%	11.5%	23.9%	5.2%	11.3%	3.2%	18.1%	50.6%	111.9%	57.0%	93.5%	New Peak	Feb '26
Sherwin-Williams (Materials)	364.68	0.11%	-0.9%	4.6%	7.9%	-2.0%	7.0%	-3.8%	12.5%	69.0%	67.7%	11.5%	86.4%	-8.0%	Nov '24
American Tower (Real Estate)	188.61	-0.8%	-2.3%	5.5%	6.1%	-9.3%	1.7%	-0.9%	7.4%	6.6%	-2.8%	-25.2%	14.4%	-18.3%	Sep '24
Prologis Inc. (Real Estate)	140.37	-0.3%	-1.0%	10.4%	11.9%	27.1%	20.4%	25.1%	10.0%	27.2%	56.4%	-4.0%	54.7%	-1.0%	Feb '26
NextEra Energy (Utilities)	95.72	1.8%	3.2%	12.9%	13.6%	27.2%	39.4%	15.5%	19.2%	43.2%	47.5%	16.4%	44.3%	New Peak	Feb '26
Duke Energy (Utilities)	128.26	0.4%	1.2%	10.1%	5.9%	4.9%	14.6%	12.7%	10.4%	48.8%	78.3%	46.2%	71.2%	New Peak	Feb '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	16.09	p	EOD	0.2%	1.3%	2.7%	4.8%	9.8%	9.4%	2.0%	26.3%	13.0%	10.5%	32.4%	-0.1%	Feb '26
Moderate-60% Stock	67.25		0.4%	0.6%	1.6%	5.5%	8.3%	17.4%	16.4%	3.4%	49.9%	40.6%	29.9%	65.0%	-0.1%	Feb '26
Mod Agg-80% Stock	52.59	p	EOD	0.2%	1.1%	6.5%	9.3%	20.6%	19.6%	3.7%	61.1%	51.4%	37.7%	80.9%	-0.7%	Feb '26
Aggressive-90% Stock	31.68	p	EOD	0.6%	1.4%	8.0%	11.2%	23.1%	20.9%	4.7%	63.5%	54.3%	37.6%	83.8%	-0.8%	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	64495.27	-0.2%	-4.4%	-27.9%	-26.9%	-44.8%	-29.5%	-6.3%	-26.3%	178.0%	29.8%	38.8%	236.7%	-48.3%	Oct '25
Ethereum	1857.58	0.11%	-6.8%	-37.1%	-37.1%	-61.6%	-26.1%	-11.0%	-37.4%	15.5%	14.2%	-50.6%	43.5%	-61.6%	Aug '25
BNB	589.57	-1.1%	-4.5%	-33.8%	-31.8%	-34.4%	-4.0%	23.1%	-31.7%	95.2%	131.8%	15.1%	117.6%	-55.0%	Oct '25
Solana	78.73	1.3%	-7.6%	-38.2%	-43.1%	-60.8%	-44.5%	-34.2%	-36.8%	241.5%	355.0%	-53.8%	152.6%	-69.9%	Jan '25
Bitcoin ETF	36.56	0.03%	-4.8%	-27.9%	-27.7%	-44.8%	-31.5%	-6.4%	-26.4%	-	-	-	-	-48.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.26	0.06%	-4.8%	-28.0%	-27.9%	-45.2%	-32.4%	-7.6%	-26.5%	385.5%	15.0%	62.4%	396.3%	-48.9%	Oct '25
Bloomberg Commodities	21.50	-0.2%	4.1%	0.6%	12.2%	20.4%	17.6%	14.9%	10.1%	29.8%	57.5%	39.8%	21.2%	-3.7%	Jan '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	4.69	-0.1%	0.1%	-3.0%	0.2%	-4.0%	0.9%	1.1%	-3.1%	19.1%	109.1%	132.6%	20.7%	-8.1%	Oct '23
10yr Treasury rate	4.03	0.10%	-0.5%	-4.9%	-0.1%	-5.3%	-8.2%	-9.0%	-3.1%	2.1%	190.4%	147.7%	3.4%	-19.1%	Oct '23
5yr Treasury rate	3.60	0.4%	-0.6%	-6.3%	-0.2%	-4.3%	-14.9%	-15.0%	-3.3%	-14.5%	487.9%	163.6%	-12.5%	-27.5%	Oct '23
13-week T-bill	3.59	0%	-0.1%	0.2%	-3.8%	-12.2%	-14.4%	-15.7%	1.2%	-23.7%	12714.3%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	66.03	-0.4%	5.9%	8.1%	12.2%	3.7%	-6.6%	-19.9%	15.0%	-13.5%	4.4%	-13.2%	-24.3%	-29.5%	Sep '23
Gold	5174.70	-0.6%	6.0%	4.0%	26.5%	53.4%	75.5%	64.5%	19.6%	186.1%	188.1%	187.6%	209.8%	-2.7%	Jan '26
EUR/USD	1.18	-0.5%	-0.6%	0.2%	2.4%	-	12.5%	12.9%	0.3%	11.2%	-3.1%	3.6%	21.4%	-2.0%	Jan '26
USD/JPY	155.79	0.9%	1.4%	-1.7%	-0.6%	-	4.3%	-0.4%	-0.4%	15.7%	48.0%	35.3%	6.2%	-3.6%	Jul '24
S&P 500 Volatility Index	19.73	-6.1%	-2.8%	22.6%	-3.8%	38.7%	4.0%	-13.8%	32.0%	-9.0%	-7.5%	18.9%	-41.2%	-62.3%	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	51.01		-0.06%	0.0%	0.6%	1.3%	2.6%	5.8%	6.1%	0.8%	20.5%	18.8%	18.1%	23.4%	-0.1%	Feb '26
Interm Muni- JPMorgan	51.19		0.04%	0.2%	1.2%	1.9%	5.3%	5.0%	4.3%	1.6%	14.2%	8.4%	6.0%	17.7%	New Peak	Feb '26
Interm Bond- Janus MSB	46.30		-0.12%	0.2%	1.5%	2.3%	5.3%	8.7%	8.8%	1.8%	18.2%	5.0%	5.4%	22.6%	-0.1%	Feb '26
Interm Bond- Vanguard	78.72		-0.08%	0.1%	1.5%	1.3%	3.6%	8.3%	8.5%	1.4%	18.5%	2.5%	3.6%	21.7%	-0.1%	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	0.0%	-0.4%	1.4%	2.9%	6.8%	8.2%	0.4%	30.5%	36.4%	28.7%	35.3%	-0.5%	Jan '26
Int’l Bond- JPMorgan	49.37		0.01%	0.1%	1.1%	2.3%	3.7%	8.0%	8.2%	1.8%	21.2%	16.6%	15.8%	30.0%	New Peak	Feb '26
Long Bond- Vanguard	77.21		-0.10%	-0.3%	1.1%	1.3%	4.1%	7.0%	7.2%	2.3%	17.8%	-6.4%	-9.6%	27.6%	-0.8%	Oct '25
Long CA Muni- PIMCO	9.54	p	EOD	0.1%	1.1%	1.4%	5.5%	3.7%	3.3%	1.3%	13.5%	4.3%	1.5%	16.6%	New Peak	Feb '26
Long Muni- iShares	58.28		0.07%	0.2%	1.2%	2.0%	5.9%	5.2%	3.4%	1.7%	13.2%	5.6%	3.7%	15.7%	New Peak	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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