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S&P 500

Return

61.9%

[

19.1%

annualized]

Dec 29 2023 - Oct 02 2026

DJIA (Large Value)

Return

35.8%

[

11.7%

annualized]

Dec 29 2023 - Oct 02 2026

Russell 2000 (Small Cap)

Return

39.8%

[

12.9%

annualized]

Dec 29 2023 - Oct 02 2026

Performance Range:

As of Oct 02 05:20 PM EDT, next update at 05:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7722.72	0.7%	-0.3%	0.7%	3.2%	17.3%	15.0%	16.4%	12.8%	80.1%	77.2%	25.7%	55.0%	-1.0%	Aug '26
DJIA (Large Value)	51176.96	0.5%	-1.3%	-3.6%	-3.3%	10.0%	10.0%	13.0%	6.5%	53.1%	49.1%	14.7%	35.9%	-5.8%	Aug '26
Russell 2000 (Small Cap)	2832.89	0.9%	-0.2%	-4.1%	-5.4%	12.0%	15.2%	11.3%	14.1%	61.3%	26.4%	24.1%	60.9%	-7.7%	Aug '26
NASDAQ Comp (Tech/Growth)	27190.86	1.2%	0.5%	3.7%	5.3%	24.3%	19.0%	20.4%	17.0%	104.3%	86.7%	35.6%	78.1%	-0.2%	Sep '26
Aggregate Bond	94.25	-0.2%	-0.6%	-2.3%	-3.4%	-3.1%	-2.2%	7.2%	-2.7%	13.5%	-3.3%	3.3%	2.4%	-4.5%	Feb '26
Corp Bond	101.83	-0.2%	-0.9%	-2.9%	-5.1%	-4.4%	-4.5%	7.9%	-4.3%	15.7%	-6.8%	2.2%	3.6%	-5.9%	Feb '26
High Yield Bond	76.91	0.01%	-0.8%	-2.3%	-2.1%	-0.4%	0.8%	8.6%	-0.3%	26.0%	16.7%	6.3%	10.9%	-2.8%	Aug '26
Preferred	29.56	0.3%	-0.3%	-1.6%	-1.6%	-0.1%	-1.8%	4.9%	-0.7%	19.7%	2.9%	2.7%	11.1%	-4.6%	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	48.86	0.7%	-1.9%	-7.3%	-5.6%	-2.3%	10.9%	9.9%	9.1%	33.5%	34.2%	12.2%	35.2%	-8.5%	Aug '26
Consumer Discretionary/Cyclical	110.04	1.1%	-0.5%	-4.0%	-5.8%	2.2%	-7.3%	7.4%	-7.3%	40.0%	26.9%	-1.3%	26.3%	-11.1%	Jan '26
Financial Services	53.49	0.06%	-2.5%	-6.9%	-3.5%	8.8%	1.8%	14.9%	-1.2%	70.3%	52.7%	5.2%	24.5%	-8.3%	Sep '26
Real Estate	89.50	0.4%	-1.6%	-5.7%	-7.9%	0.9%	2.0%	3.3%	4.0%	35.6%	5.3%	3.9%	18.7%	-10.6%	Jul '26
Communication Services	110.32	0.3%	-2.3%	-1.6%	1.0%	-0.7%	-4.1%	23.1%	-5.4%	72.8%	42.8%	7.4%	30.4%	-7.3%	Jan '26
Energy	62.82	0.2%	1.3%	-2.9%	18.8%	7.4%	46.1%	7.9%	43.3%	55.8%	177.9%	43.9%	71.9%	-4.1%	Sep '26
Industrials	169.95	0.8%	-0.3%	-1.4%	-7.3%	4.3%	11.5%	19.3%	10.4%	76.5%	84.6%	25.1%	48.7%	-8.6%	Aug '26
Technology	199.81	1.0%	1.8%	9.0%	10.8%	47.3%	40.4%	24.6%	39.3%	145.7%	173.5%	66.6%	124.1%	NewNew Peak	Oct '26
Consumer Staples/Defensive	80.53	0.2%	-1.9%	-5.2%	-4.6%	-0.3%	6.2%	1.5%	5.7%	27.8%	33.1%	3.4%	9.9%	-8.8%	Feb '26
Healthcare	166.18	-0.01%	-2.6%	-3.5%	1.9%	14.1%	18.0%	14.5%	8.7%	35.9%	41.5%	16.9%	28.2%	-5.0%	Aug '26
Utilities	39.83	0.4%	0.8%	-6.0%	-12.3%	-12.9%	-6.8%	16.0%	-4.8%	55.0%	44.8%	4.2%	13.6%	-14.8%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	160.09	0.9%	-0.6%	0.0%	2.5%	15.5%	16.7%	22.4%	13.9%	82.9%	73.4%	32.1%	58.1%	-1.5%	Aug '26
MSCI Emerging Markets	67.67	1.3%	-0.5%	0.8%	3.0%	20.2%	27.6%	34.0%	24.3%	92.5%	51.3%	56.1%	80.8%	-5.0%	Jun '26
FTSE Europe	86.38	1.0%	-2.5%	-4.8%	-3.1%	5.5%	10.0%	35.8%	5.5%	66.5%	54.0%	30.3%	44.4%	-7.1%	Aug '26
MSCI Japan	98.92	1.6%	1.0%	3.0%	6.2%	16.6%	28.8%	25.9%	23.2%	80.6%	59.4%	49.4%	68.8%	NewNew Peak	Oct '26
MSCI India	46.52	0.3%	-2.8%	-6.9%	-6.1%	-0.3%	-11.1%	2.7%	-13.9%	6.0%	1.7%	-6.5%	-5.4%	-16.7%	Jun '25
MSCI China	51.24	-1.7%	-2.6%	-6.1%	0.6%	-7.6%	-22.1%	31.0%	-14.1%	28.4%	-13.8%	-1.9%	16.6%	-22.1%	Oct '25
International Bond	46.86	0.1%	0.1%	-0.6%	-2.1%	-0.9%	-0.8%	2.9%	-0.9%	12.9%	-0.2%	1.8%	1.4%	-2.9%	Feb '26
iShares Latin America	34.98	2.1%	0.7%	-3.4%	3.8%	-0.5%	28.2%	52.7%	16.3%	63.0%	85.2%	54.9%	73.9%	-7.0%	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	707.54	0.7%	-0.2%	0.8%	3.6%	18.0%	16.3%	17.8%	13.8%	87.2%	90.1%	28.2%	57.6%	-0.8%	Aug '26
US Large Growth	127.07	1.1%	0.6%	4.4%	5.0%	18.4%	8.5%	19.8%	7.7%	98.9%	104.8%	24.3%	60.9%	-1.1%	Jun '26
US Large Value	249.38	0.5%	-1.0%	-2.6%	1.4%	16.5%	24.1%	15.7%	19.8%	75.2%	73.0%	30.8%	53.2%	-3.5%	Sep '26

US MidCap Blend	79.59	0.6%	-0.5%	-2.5%	-1.1%	10.1%	10.5%	17.0%	10.5%	79.9%	74.6%	22.9%	46.7%	-5.8%	Aug '26
US MidCap Growth	297.59	0.9%	0.2%	0.6%	-1.1%	14.1%	1.2%	10.7%	7.1%	57.1%	28.8%	10.2%	38.9%	-5.1%	Aug '26
US MidCap Value	197.99	0.3%	-0.4%	-4.0%	-0.6%	7.9%	16.0%	12.1%	13.3%	64.2%	56.4%	23.1%	43.9%	-5.7%	Aug '26

US Small Blend	288.99	0.8%	0.1%	-2.6%	-3.5%	9.8%	14.2%	8.9%	13.1%	61.6%	40.3%	19.1%	52.1%	-6.3%	Aug '26
US Small Growth	360.84	0.9%	0.2%	-3.7%	-6.6%	13.6%	12.1%	12.9%	12.0%	66.1%	25.3%	22.7%	62.1%	-8.7%	Aug '26
US Small Value	212.34	0.9%	-0.5%	-4.4%	-3.7%	11.3%	21.2%	12.4%	18.4%	68.2%	43.2%	30.6%	65.2%	-6.3%	Aug '26

Foreign Large Blend	103.96	1.1%	-1.5%	-2.9%	-0.4%	7.7%	14.0%	31.6%	10.0%	68.2%	55.8%	33.9%	49.9%	-4.5%	Aug '26
Foreign Growth	121.08	1.6%	0.1%	-1.4%	-2.1%	8.2%	7.1%	20.7%	7.1%	50.5%	23.6%	19.9%	39.4%	-4.8%	Aug '26
Foreign Value	78.49	0.8%	-2.9%	-4.4%	0.8%	7.4%	21.1%	42.2%	12.8%	86.5%	93.0%	48.3%	60.7%	-5.5%	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	22.81		0.1%	-0.3%	-0.4%	1.5%	3.7%	2.8%	3.6%	2.8%	19.7%	29.4%	5.7%	9.4%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.48		0.04%	0.0%	0.3%	1.1%	2.5%	4.7%	5.2%	3.4%	19.3%	27.6%	8.0%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.48		0.10%	-0.2%	0.2%	2.3%	3.2%	4.3%	6.9%	2.2%	22.2%	30.3%	8.6%	12.4%	-0.4%	Sep '26
Interval CEF- Cliffwater	10.40	p	EOD	0.0%	0.5%	1.6%	3.4%	6.5%	8.9%	4.4%	32.0%	57.1%	12.0%	11.8%	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	59.27		0.4%	-0.8%	-0.6%	1.4%	14.8%	14.9%	17.7%	11.8%	88.0%	117.1%	26.0%	55.5%	-2.5%	Aug '26
Int’l Min Volatility- Franklin	41.63		0.5%	-1.7%	-2.5%	2.3%	4.4%	25.3%	27.1%	16.2%	83.5%	117.7%	41.5%	55.4%	-2.9%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.47	p	EOD	-0.5%	-3.5%	-11.6%	3.3%	5.3%	3.0%	4.9%	60.3%	109.3%	7.2%	36.6%	-14.2%	Jun '26
Small Value- Avantis	120.03		0.8%	-0.3%	-4.4%	-2.5%	8.5%	21.8%	7.4%	18.8%	64.2%	69.6%	26.5%	63.3%	-6.5%	Aug '26
Mid Value- Pacer Cash Cows	67.50		-0.2%	-0.3%	-6.0%	6.4%	8.8%	19.5%	9.0%	13.4%	46.5%	68.2%	18.8%	46.5%	-6.5%	Sep '26
Growth- S&P Momentum	153.23		0.3%	0.2%	4.9%	1.8%	34.0%	27.9%	26.6%	29.2%	173.3%	165.6%	50.7%	87.6%	-5.1%	Jun '26
Invesco S&P Quality	84.86		-0.07%	-0.1%	0.3%	-3.3%	12.5%	16.0%	13.2%	14.0%	75.4%	85.0%	21.5%	45.6%	-5.6%	Jun '26
Rotation Factor- BlackRock	69.97		0.7%	-0.1%	1.1%	4.4%	19.5%	19.1%	20.0%	15.8%	105.0%	111.0%	32.6%	63.1%	-0.6%	Sep '26
US Min Volatility- Fidelity	71.20		0.5%	-0.3%	-1.5%	2.0%	10.0%	9.6%	11.8%	7.9%	53.4%	59.5%	15.4%	33.7%	-3.0%	Aug '26
Derivative Income- JPMorgan	56.10		0.3%	-0.6%	-1.3%	0.8%	3.5%	6.9%	8.1%	4.1%	34.4%	44.7%	7.8%	24.3%	-2.3%	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	-1.3%	1.9%	5.1%	10.7%	13.8%	6.5%	14.8%	34.4%	48.1%	20.4%	25.8%	-1.3%	Sep '26
Multistrategy- AQR	15.53	p	EOD	-0.2%	1.6%	7.4%	6.5%	14.0%	16.4%	10.8%	45.5%	86.2%	22.1%	27.3%	-0.3%	Sep '26
Long Short- AQR	22.57	p	EOD	0.0%	1.9%	11.1%	8.6%	15.3%	34.4%	6.7%	91.6%	203.9%	33.2%	38.6%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.19	p	EOD	1.2%	4.1%	8.4%	14.2%	25.6%	18.3%	19.5%	81.7%	102.5%	40.0%	33.6%	NewNew Peak	Oct '26
Multi Strategy- Variant	25.68	p	EOD	-0.7%	0.0%	1.0%	2.2%	5.5%	7.2%	3.6%	19.6%	41.6%	10.0%	9.2%	-0.7%	Sep '26
Long Short- First Trust	77.34		0.6%	0.4%	1.4%	4.9%	10.2%	11.0%	9.1%	9.6%	51.4%	68.0%	15.7%	30.7%	NewNew Peak	Oct '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)	343.50	1.6%	-0.1%	2.0%	-4.5%	16.3%	40.2%	66.0%	10.0%	158.5%	154.0%	86.5%	138.5%	-14.6%	May '26
Meta (Communications)	728.08	0.3%	-3.1%	22.9%	25.0%	27.0%	0.5%	13.1%	10.6%	139.6%	114.3%	4.0%	43.3%	-7.5%	Aug '25
Amazon (Cyclical)	251.52	1.3%	0.7%	-1.4%	3.6%	19.9%	13.1%	5.2%	9.0%	94.3%	53.2%	11.0%	47.4%	-11.4%	Aug '26
Tesla (Cyclical)	370.59	4.7%	-0.4%	3.8%	-5.8%	2.8%	-15.0%	11.4%	-17.6%	47.3%	43.4%	2.8%	67.0%	-24.4%	Dec '25
Procter & Gamble (Defensive)	144.91	0.7%	-0.9%	-1.8%	-3.6%	2.8%	-1.9%	-12.3%	3.4%	8.0%	18.0%	-9.2%	-4.6%	-14.3%	Mar '25
PepsiCo (Defensive)	125.89	0.2%	-2.1%	-9.5%	-11.8%	-18.1%	-8.0%	-1.8%	-9.6%	-17.1%	-1.9%	-7.5%	-4.7%	-23.9%	Feb '26
Coca-Cola (Defensive)	85.65	-0.5%	-2.5%	-2.4%	2.4%	13.0%	33.0%	15.6%	24.9%	68.3%	87.0%	28.3%	30.4%	-6.3%	Aug '26
Exxon Mobil (Energy)	164.01	0.12%	2.1%	-0.1%	20.4%	3.4%	51.6%	16.0%	39.0%	56.5%	220.7%	55.9%	70.6%	-3.1%	Sep '26
Chevron (Energy)	206.69	-0.2%	1.1%	-2.4%	23.2%	5.7%	40.1%	10.1%	39.4%	40.7%	142.1%	39.8%	60.6%	-5.1%	Sep '26
JPMorgan Chase (Financial)	332.38	-0.2%	-3.1%	-6.7%	-0.2%	13.9%	10.1%	37.3%	4.6%	147.0%	125.4%	22.6%	56.9%	-9.0%	Aug '26
Visa (Financial)	360.66	0.2%	-1.8%	-4.7%	-0.2%	20.4%	5.1%	11.8%	3.5%	59.5%	62.5%	2.7%	18.3%	-6.1%	Aug '26
Mastercard (Financial)	552.26	0.4%	-2.7%	-6.1%	2.6%	12.3%	-3.7%	9.0%	-2.8%	42.0%	57.9%	-2.0%	16.1%	-7.9%	Aug '26
Bank of America (Financial)	53.75	0.04%	-5.2%	-13.7%	-8.0%	10.0%	8.7%	28.0%	-0.7%	116.3%	41.0%	21.4%	58.5%	-16.6%	Aug '26
UnitedHealth (Health)	371.90	1.8%	-1.2%	-6.4%	-12.0%	35.7%	7.9%	-33.1%	14.9%	-23.0%	3.7%	-24.0%	-30.0%	-35.5%	Apr '25
Johnson & Johnson (Health)	256.03	-1.0%	-5.6%	-7.0%	-2.2%	6.5%	40.8%	47.5%	25.7%	79.7%	83.5%	68.5%	77.3%	-8.0%	Sep '26
Eli Lilly (Health)	1142.85	-0.6%	-3.4%	-1.5%	-5.7%	22.5%	40.3%	40.2%	6.9%	116.7%	420.9%	33.2%	59.0%	-10.7%	Aug '26
Union Pacific (Industrials)	278.28	2.2%	1.6%	-4.0%	-0.9%	14.8%	21.2%	3.9%	22.1%	46.7%	54.4%	17.1%	38.1%	-10.0%	Aug '26
Honeywell (Industrials)	213.99	0.09%	0.7%	3.8%	-6.6%	-10.3%	4.6%	-6.4%	6.0%	26.1%	11.3%	6.4%	22.0%	-17.0%	Mar '26
Nvidia (IT)	233.95	1.3%	3.9%	4.4%	20.2%	32.2%	24.2%	38.9%	25.7%	424.0%	1032.9%	68.5%	143.6%	-0.5%	May '26
Broadcom (IT)	355.14	3.3%	0.7%	-3.1%	-1.3%	13.3%	5.8%	50.6%	3.2%	339.4%	696.1%	57.5%	130.2%	-26.0%	Jun '26
Adobe (IT)	237.69	-1.5%	0.9%	-15.0%	8.2%	-2.2%	-32.4%	-21.3%	-32.1%	-54.4%	-58.8%	-48.0%	-30.1%	-48.8%	Feb '25
Oracle (IT)	142.30	3.1%	3.8%	-2.4%	1.8%	-2.1%	-50.2%	18.1%	-26.3%	38.1%	69.6%	-20.3%	16.3%	-56.2%	Sep '25
salesforce.com (IT)	234.69	-0.8%	0.3%	-8.5%	41.5%	26.2%	-0.9%	-20.2%	-10.8%	17.4%	-13.1%	-26.7%	-2.5%	-33.9%	Jan '25
Linde PLC (Materials)	479.48	2.1%	2.0%	-1.3%	-12.0%	-4.0%	3.5%	3.2%	13.6%	34.6%	72.3%	6.2%	18.3%	-12.0%	Jul '26
Sherwin-Williams (Materials)	319.51	-0.4%	-2.9%	-3.5%	-9.1%	1.0%	-6.2%	-3.8%	-0.7%	29.9%	17.3%	-7.7%	3.3%	-14.0%	Sep '25
American Tower (Real Estate)	162.20	0.7%	-3.0%	-5.2%	-1.3%	-3.8%	-11.7%	-0.9%	-4.8%	12.6%	-28.4%	-8.2%	-15.5%	-26.7%	Jul '25
Prologis Inc. (Real Estate)	128.91	0.6%	-3.1%	-4.9%	-6.8%	-2.2%	14.5%	25.1%	3.3%	29.7%	18.1%	12.3%	50.9%	-13.4%	Jul '26
NextEra Energy (Utilities)	76.83	0.6%	1.0%	-7.5%	-12.4%	-16.3%	1.1%	15.5%	-2.2%	61.1%	10.9%	17.2%	25.2%	-20.3%	Apr '26
Duke Energy (Utilities)	114.13	0.3%	0.7%	-5.3%	-11.2%	-12.2%	-2.8%	12.7%	-0.1%	49.5%	40.5%	7.6%	3.7%	-13.0%	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	15.54	p	EOD	-1.4%	-2.4%	-2.8%	0.2%	1.0%	9.4%	0.0%	23.9%	8.8%	7.8%	10.6%	-3.3%	Aug '26
Moderate-60% Stock	68.57		0.06%	-1.0%	-1.5%	-1.0%	7.3%	8.8%	16.4%	6.8%	51.3%	38.8%	20.2%	33.0%	-2.6%	Aug '26
Mod Agg-80% Stock	55.34	p	EOD	-1.2%	-1.3%	0.5%	10.5%	12.4%	19.6%	9.9%	65.2%	52.6%	26.0%	44.4%	-2.6%	Aug '26
Aggressive-90% Stock	34.45	p	EOD	-1.4%	-0.9%	0.6%	13.8%	16.9%	20.9%	13.8%	73.0%	56.7%	31.0%	54.4%	-2.4%	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	84470.02	-0.5%	0.5%	9.3%	37.4%	26.3%	-30.0%	-6.3%	-3.5%	206.8%	75.6%	-12.6%	10.7%	-32.3%	Oct '25
Ethereum	2662.59	-1.6%	-1.0%	11.3%	56.8%	29.4%	-40.7%	-11.0%	-10.3%	60.0%	-19.5%	-2.0%	80.8%	-44.9%	Aug '25
BNB	765.53	-0.7%	-1.5%	11.3%	37.2%	31.3%	-29.8%	23.1%	-11.3%	256.5%	81.6%	17.1%	38.3%	-41.6%	Oct '25
Solana	118.03	-0.3%	-3.3%	17.6%	46.4%	49.5%	-49.7%	-34.2%	-5.2%	405.0%	-27.0%	-30.2%	11.9%	-54.9%	Jan '25
Bitcoin ETF	47.73	-0.5%	0.3%	9.0%	36.9%	25.7%	-30.6%	-6.4%	-3.9%	-	-	-12.7%	9.5%	-33.0%	Oct '25
Grayscale Bitcoin (hi fee)	65.11	-0.5%	0.3%	8.9%	36.7%	24.9%	-31.4%	-7.6%	-4.8%	270.6%	93.8%	-14.4%	7.4%	-33.9%	Oct '25
Bloomberg Commodities	25.88	-0.3%	-1.7%	-0.8%	16.1%	4.9%	39.5%	14.9%	32.5%	54.5%	65.5%	39.0%	53.9%	-3.5%	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	5.63	0.5%	2.3%	6.9%	12.9%	15.1%	19.9%	1.1%	16.3%	17.4%	173.6%	18.2%	19.4%	-0.1%	Sep '26
10yr Treasury rate	5.28	0.8%	1.8%	10.0%	17.7%	22.4%	29.1%	-9.0%	26.8%	12.7%	256.8%	16.4%	23.8%	-0.3%	Sep '26
5yr Treasury rate	5.05	1.0%	1.0%	11.1%	19.5%	28.0%	37.6%	-15.0%	35.8%	7.2%	437.2%	15.7%	29.2%	-0.7%	Sep '26
13-week T-bill	3.99	0.3%	-1.9%	5.9%	8.9%	10.7%	3.8%	-15.7%	12.6%	-24.9%	14160.7%	-5.3%	-4.4%	-6.8%	May '25
Crude Oil	91.26	-1.7%	-1.2%	0.3%	32.9%	-18.2%	50.9%	-19.9%	58.9%	2.7%	20.3%	26.3%	53.2%	-19.2%	Apr '26
Gold	4172.10	-0.7%	-3.5%	-5.5%	1.1%	-10.8%	7.9%	64.4%	-3.9%	125.9%	137.3%	42.1%	39.5%	-21.6%	Jan '26
USD/EUR	0.89	-0.07%	1.2%	2.9%	1.5%	2.5%	4.2%	-11.4%	4.4%	-6.9%	-	-7.2%	-2.5%	-9.0%	Jan '25
USD/JPY	157.83	-0.06%	0.4%	-0.7%	-2.2%	-1.0%	7.3%	-0.4%	0.9%	5.3%	-	3.9%	8.2%	-3.7%	Jul '26
S&P 500 Volatility Index	15.31	-6.6%	3.0%	0.7%	-5.2%	-35.9%	-7.9%	-13.8%	2.4%	-13.1%	-27.4%	0.3%	-70.7%	-70.7%	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	49.96		-0.02%	0.0%	-0.5%	-0.2%	0.9%	2.4%	6.1%	1.3%	18.1%	18.3%	6.6%	5.9%	-0.8%	Aug '26
Interm Muni- JPMorgan	47.54		-0.3%	-0.1%	-2.8%	-5.1%	-3.4%	-2.0%	4.3%	-3.2%	10.0%	1.6%	0.3%	2.7%	-5.1%	Jul '26
Interm Bond- Janus MSB	42.29		-0.2%	-0.9%	-3.6%	-4.7%	-4.3%	-2.4%	8.8%	-3.7%	15.7%	-1.1%	3.7%	2.6%	-5.8%	Feb '26
Interm Bond- Vanguard	72.61		-0.2%	-0.6%	-2.7%	-3.9%	-3.7%	-3.0%	8.5%	-3.7%	14.3%	-3.0%	3.6%	2.1%	-5.4%	Feb '26
Multisector Bond- Intrepid	8.72	p	EOD	-1.0%	-1.6%	-1.1%	1.0%	2.5%	8.2%	1.4%	26.6%	31.6%	7.9%	10.8%	-1.8%	Aug '26
Int’l Bond- JPMorgan	46.48		0.02%	-0.5%	-1.9%	-2.9%	-0.5%	-0.6%	8.2%	-1.4%	18.1%	11.9%	4.8%	5.4%	-3.3%	Feb '26
Long Bond- Vanguard	68.21		-0.3%	-1.5%	-4.0%	-7.4%	-6.4%	-7.4%	7.2%	-6.2%	13.8%	-18.2%	-0.7%	2.8%	-9.0%	Oct '25
Long CA Muni- PIMCO	8.87	p	EOD	0.0%	-3.4%	-5.7%	-3.8%	-2.0%	4.4%	-3.3%	12.3%	1.6%	0.4%	3.2%	-5.7%	Jul '26
Long Muni- iShares	54.03		-0.4%	0.2%	-2.8%	-5.4%	-3.7%	-2.3%	3.4%	-3.8%	8.3%	-1.2%	-0.1%	3.6%	-5.6%	Feb '26

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