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S&P 500

Return

60.4%

[

19.0%

annualized]

Dec 29 2023 - Sep 18 2026

DJIA (Large Value)

Return

37.1%

[

12.3%

annualized]

Dec 29 2023 - Sep 18 2026

Russell 2000 (Small Cap)

Return

41.1%

[

13.5%

annualized]

Dec 29 2023 - Sep 18 2026

Performance Range:

As of Sep 18 11:50 PM EDT, next update on next market open

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	7650.50	0.2%	-0.1%	-0.7%	2.0%	15.8%	14.8%	16.4%	11.8%	72.2%	72.6%	24.5%	53.5%	-1.9%	Aug '26
DJIA (Large Value)	51682.64	-0.2%	-1.7%	-3.3%	0.2%	12.3%	11.6%	13.0%	7.5%	49.7%	49.4%	15.8%	37.3%	-4.9%	Aug '26
Russell 2000 (Small Cap)	2860.40	-0.5%	-1.5%	-5.7%	-4.0%	14.7%	16.8%	11.3%	15.2%	56.6%	27.9%	25.3%	62.5%	-6.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26522.54	0.4%	0.7%	0.7%	0.0%	20.1%	17.2%	20.4%	14.1%	93.9%	76.3%	32.2%	73.7%	-2.1%	Jun '26
Aggregate Bond	95.96	-0.4%	0.0%	-1.6%	-2.0%	-1.6%	-0.4%	7.2%	-1.3%	12.8%	-2.5%	4.8%	3.9%	-3.1%	Feb '26
Corp Bond	104.70	-0.4%	0.4%	-1.3%	-2.8%	-1.8%	-1.9%	7.9%	-2.0%	14.9%	-5.5%	4.6%	6.1%	-3.7%	Feb '26
High Yield Bond	78.53	-0.2%	-0.1%	-0.9%	-0.4%	1.6%	2.5%	8.6%	1.4%	26.0%	18.2%	8.1%	12.7%	-1.2%	Aug '26
Preferred	30.00	-0.4%	-0.5%	-1.4%	-2.6%	0.4%	-1.6%	4.9%	0.3%	17.5%	2.5%	3.6%	12.1%	-3.7%	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	49.99	-1.4%	-1.9%	-4.8%	-3.2%	5.6%	12.1%	9.9%	11.1%	30.2%	35.7%	14.3%	37.7%	-6.9%	Aug '26
Consumer Discretionary/Cyclical	111.03	-0.3%	-1.7%	-6.4%	-5.0%	1.6%	-7.3%	7.4%	-6.6%	34.6%	25.7%	-0.6%	27.2%	-10.5%	Jan '26
Financial Services	55.86	-0.04%	-2.4%	-2.8%	4.6%	15.0%	4.6%	14.9%	2.9%	67.8%	62.0%	9.4%	29.6%	-4.6%	Sep '26
Real Estate	92.91	-1.0%	-2.0%	-5.8%	-1.9%	3.4%	5.3%	3.3%	7.1%	29.6%	5.8%	6.9%	22.2%	-8.0%	Jul '26
Communication Services	110.81	-1.4%	-1.6%	-0.5%	1.5%	-1.5%	-6.0%	23.1%	-5.3%	69.5%	40.3%	7.5%	30.6%	-7.2%	Jan '26
Energy	64.31	-0.3%	-1.3%	1.1%	20.5%	9.8%	49.8%	7.9%	45.8%	53.9%	212.5%	46.4%	74.9%	-2.5%	Sep '26
Industrials	169.75	0.4%	-1.5%	-6.7%	-5.9%	4.0%	12.3%	19.3%	10.0%	69.3%	82.4%	24.6%	48.1%	-9.0%	Aug '26
Technology	189.60	0.8%	1.0%	3.2%	-0.8%	37.3%	36.7%	24.6%	32.0%	128.0%	153.2%	57.9%	112.4%	-4.2%	Jun '26
Consumer Staples/Defensive	82.80	-0.8%	-0.7%	-4.3%	0.1%	2.3%	7.2%	1.5%	7.9%	25.0%	32.4%	5.6%	12.2%	-6.8%	Feb '26
Healthcare	168.39	-0.2%	1.8%	-4.1%	13.2%	15.8%	24.8%	14.5%	9.7%	34.0%	37.3%	18.0%	29.4%	-4.1%	Aug '26
Utilities	41.10	-1.4%	-3.0%	-6.6%	-7.6%	-10.5%	-0.6%	16.0%	-2.4%	39.3%	43.8%	6.7%	16.4%	-12.7%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	159.29	-0.2%	-0.6%	-0.9%	1.0%	15.0%	17.4%	22.4%	13.3%	75.3%	69.2%	31.4%	57.3%	-2.0%	Aug '26
MSCI Emerging Markets	67.03	0.2%	-1.2%	1.4%	-5.3%	16.9%	28.9%	34.0%	23.1%	85.3%	46.8%	54.6%	79.1%	-5.9%	Jun '26
FTSE Europe	88.21	-1.3%	-2.0%	-4.4%	-0.1%	9.5%	14.6%	35.8%	7.4%	62.2%	53.1%	32.7%	47.1%	-5.3%	Aug '26
MSCI Japan	97.00	-0.9%	-1.6%	2.3%	0.8%	16.0%	25.3%	25.9%	20.8%	66.9%	48.9%	46.6%	65.5%	-1.6%	Sep '26
MSCI India	48.02	0.02%	-1.1%	-3.1%	-3.1%	1.1%	-11.0%	2.7%	-11.2%	7.5%	4.7%	-3.5%	-2.3%	-14.0%	Jun '25
MSCI China	53.07	0.8%	0.2%	-4.2%	0.6%	-6.0%	-16.1%	31.0%	-11.1%	30.6%	-13.4%	1.6%	20.7%	-19.3%	Oct '25
International Bond	47.05	-0.13%	0.1%	-1.2%	-2.0%	-0.8%	-0.4%	2.9%	-0.8%	12.0%	-0.5%	2.0%	1.6%	-2.8%	Feb '26
iShares Latin America	35.04	-1.2%	-2.6%	4.1%	3.4%	4.8%	27.5%	52.7%	16.5%	54.5%	84.0%	55.2%	74.2%	-6.9%	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	701.78	0.11%	-0.1%	-0.7%	2.3%	16.4%	16.1%	17.8%	12.6%	78.7%	85.0%	26.8%	55.9%	-1.8%	Aug '26
US Large Growth	123.25	0.6%	0.9%	0.6%	0.1%	13.4%	5.9%	19.8%	4.4%	88.8%	93.3%	20.6%	56.1%	-4.1%	Jun '26
US Large Value	251.70	-0.4%	-1.2%	-2.4%	4.3%	18.4%	26.1%	15.7%	20.9%	69.4%	74.4%	32.0%	54.6%	-2.6%	Sep '26

US MidCap Blend	80.00	-0.2%	-1.3%	-3.7%	0.2%	11.1%	13.9%	17.0%	11.0%	75.6%	74.4%	23.6%	47.4%	-5.3%	Aug '26
US MidCap Growth	292.25	0.2%	-0.9%	-4.4%	-4.4%	10.4%	0.2%	10.7%	4.8%	49.3%	22.6%	7.9%	35.9%	-6.9%	Aug '26
US MidCap Value	202.20	-0.6%	-1.6%	-3.2%	3.7%	11.3%	19.5%	12.1%	15.2%	58.6%	59.4%	25.1%	46.2%	-4.2%	Aug '26

US Small Blend	289.61	-0.4%	-1.3%	-5.3%	-2.0%	10.7%	13.9%	8.9%	13.0%	55.6%	39.9%	19.0%	52.0%	-6.4%	Aug '26
US Small Growth	362.09	-0.4%	-1.5%	-7.2%	-6.9%	14.1%	12.7%	12.9%	12.3%	60.5%	23.6%	23.0%	62.5%	-8.5%	Aug '26
US Small Value	215.58	-0.5%	-1.5%	-4.1%	-0.2%	16.4%	23.9%	12.4%	20.2%	64.0%	48.7%	32.6%	67.7%	-4.8%	Aug '26

Foreign Large Blend	104.97	-1.0%	-1.6%	-2.5%	0.5%	10.5%	16.7%	31.6%	11.0%	62.0%	52.8%	35.2%	51.4%	-3.5%	Aug '26
Foreign Growth	120.15	-0.4%	-1.3%	-4.2%	-4.0%	8.1%	8.2%	20.7%	6.3%	42.3%	17.1%	19.0%	38.4%	-5.5%	Aug '26
Foreign Value	80.82	-1.4%	-1.8%	-0.9%	5.5%	13.2%	26.2%	42.2%	16.2%	83.0%	96.5%	52.7%	65.5%	-2.7%	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	23.00	0.04%	0.2%	0.1%	2.2%	4.1%	2.6%	3.6%	3.0%	19.3%	30.3%	5.9%	9.7%	-0.4%	Sep '26
Ultra Short- Janus AAA CLO	50.67	0.04%	0.1%	0.5%	1.3%	2.8%	4.9%	5.2%	3.4%	19.5%	27.7%	7.9%	8.4%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.66	-0.10%	0.3%	1.0%	2.6%	3.8%	4.7%	6.9%	2.6%	21.6%	30.9%	8.9%	12.8%	-0.1%	Sep '26
Interval CEF- Cliffwater	10.39	0.10%	0.2%	0.6%	1.7%	3.3%	6.7%	8.9%	4.3%	32.3%	57.3%	11.9%	11.7%	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	59.25	-0.10%	-0.7%	-1.2%	-0.3%	14.9%	14.6%	17.7%	11.5%	81.5%	117.7%	25.7%	55.1%	-2.7%	Aug '26
Int’l Min Volatility- Franklin	42.26	-1.4%	-0.1%	-0.2%	5.1%	9.2%	29.3%	27.1%	18.0%	80.0%	118.3%	43.6%	57.7%	-1.4%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.72	0.2%	-2.8%	-7.6%	-10.2%	7.0%	6.5%	3.0%	6.0%	59.9%	106.7%	8.3%	37.9%	-13.3%	Jun '26
Small Value- Avantis	121.96	-0.5%	-2.0%	-3.2%	0.3%	14.3%	23.3%	7.4%	20.7%	63.4%	79.3%	28.5%	65.9%	-5.0%	Aug '26
Mid Value- Pacer Cash Cows	69.00	-1.0%	-1.3%	-3.1%	12.3%	11.9%	23.1%	9.0%	15.9%	45.9%	72.3%	21.5%	49.7%	-4.5%	Sep '26
Growth- S&P Momentum	149.21	1.8%	0.6%	0.6%	-6.5%	29.3%	23.4%	26.6%	25.6%	158.3%	152.5%	46.5%	82.4%	-7.7%	Jun '26
Invesco S&P Quality	83.93	0.6%	-0.8%	-2.5%	-5.9%	11.1%	15.8%	13.2%	12.5%	68.5%	80.7%	19.9%	43.7%	-6.8%	Jun '26
Rotation Factor- BlackRock	69.28	0.09%	-0.5%	0.0%	2.5%	18.0%	18.3%	20.0%	14.7%	96.9%	104.6%	31.3%	61.5%	-1.3%	Aug '26
US Min Volatility- Fidelity	71.35	-0.4%	-0.9%	-2.1%	4.6%	10.4%	9.8%	11.8%	7.8%	48.2%	56.5%	15.3%	33.5%	-3.1%	Aug '26
Derivative Income- JPMorgan	56.24	0.02%	-0.7%	-2.3%	2.2%	3.5%	7.2%	8.1%	3.7%	29.4%	41.7%	7.4%	23.8%	-2.7%	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	18.26	0.4%	0.6%	3.6%	5.2%	10.9%	14.6%	6.5%	15.5%	34.8%	48.3%	21.2%	26.5%	NewNew Peak	Sep '26
Multistrategy- AQR	15.54	-0.13%	0.5%	3.4%	5.6%	7.4%	14.7%	16.4%	10.9%	45.0%	85.0%	22.2%	27.4%	-0.1%	Sep '26
Long Short- AQR	22.43	-0.2%	0.2%	1.6%	6.8%	9.1%	15.5%	34.4%	6.0%	91.0%	203.7%	32.3%	37.8%	-0.2%	Sep '26
Mkt Neutral- BlackRock	15.86	-0.3%	0.9%	2.5%	3.6%	13.0%	22.0%	18.3%	17.1%	80.4%	95.0%	37.1%	30.9%	-0.3%	Sep '26
Multi Strategy- Variant	25.80	0.08%	0.2%	0.6%	1.5%	3.1%	6.6%	7.2%	4.1%	20.5%	42.7%	10.6%	9.7%	NewNew Peak	Sep '26
Long Short- First Trust	76.65	0%	0.1%	1.0%	3.2%	10.6%	11.4%	9.1%	8.4%	47.7%	64.9%	14.4%	29.2%	-0.5%	Sep '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)	349.54	0.6%	3.3%	1.5%	-5.0%	13.9%	37.6%	66.0%	11.9%	155.6%	150.6%	89.8%	142.7%	-13.1%	May '26
Meta (Communications)	665.75	-2.4%	2.7%	21.9%	15.3%	9.8%	-14.2%	13.1%	1.0%	120.1%	84.1%	-4.9%	31.0%	-15.5%	Aug '25
Amazon (Cyclical)	253.71	1.0%	-1.2%	-4.6%	3.8%	21.5%	9.6%	5.2%	9.9%	84.3%	46.5%	11.9%	48.7%	-10.7%	Aug '26
Tesla (Cyclical)	364.27	-0.5%	-0.3%	3.7%	-9.0%	-4.2%	-14.5%	11.4%	-19.0%	36.7%	43.9%	1.0%	64.2%	-25.6%	Dec '25
Procter & Gamble (Defensive)	146.39	-0.8%	0.8%	1.4%	-1.9%	2.6%	-3.4%	-12.3%	4.4%	3.1%	15.3%	-8.3%	-3.6%	-13.4%	Mar '25
PepsiCo (Defensive)	129.75	-2.9%	-4.8%	-8.0%	-7.7%	-13.2%	-4.8%	-1.8%	-6.8%	-18.9%	-1.0%	-4.6%	-1.8%	-21.6%	Feb '26
Coca-Cola (Defensive)	88.25	0.2%	0.6%	-1.7%	11.8%	18.3%	36.4%	15.6%	28.7%	65.4%	87.7%	32.2%	34.4%	-3.5%	Aug '26
Exxon Mobil (Energy)	163.54	0.2%	-1.5%	-0.7%	19.4%	4.8%	49.2%	16.0%	38.6%	53.8%	253.3%	55.4%	70.1%	-3.4%	Sep '26
Chevron (Energy)	209.51	-1.0%	-2.1%	1.8%	21.7%	5.9%	39.4%	10.1%	41.3%	42.1%	164.6%	41.7%	62.8%	-3.8%	Sep '26
JPMorgan Chase (Financial)	349.67	0.10%	-1.8%	-2.1%	8.0%	22.6%	13.2%	37.3%	10.1%	150.8%	151.3%	29.0%	65.1%	-4.2%	Aug '26
Visa (Financial)	368.29	-0.4%	-0.6%	0.8%	12.8%	23.4%	8.7%	11.8%	5.6%	54.7%	72.5%	4.9%	20.8%	-4.1%	Aug '26
Mastercard (Financial)	565.24	-0.09%	-0.7%	-1.5%	15.6%	15.5%	-2.6%	9.0%	-0.5%	39.1%	69.7%	0.3%	18.9%	-5.8%	Aug '26
Bank of America (Financial)	57.73	-0.8%	-7.9%	-8.1%	3.2%	24.1%	12.8%	28.0%	6.6%	116.5%	61.1%	30.4%	70.2%	-10.5%	Aug '26
UnitedHealth (Health)	376.90	0.5%	0.0%	-2.4%	-5.4%	36.0%	14.9%	-33.1%	16.4%	-16.5%	-1.8%	-22.9%	-29.1%	-34.6%	Apr '25
Johnson & Johnson (Health)	269.99	-0.09%	1.7%	-0.8%	18.8%	14.8%	56.7%	47.5%	32.6%	81.3%	88.4%	77.6%	87.0%	-3.0%	Sep '26
Eli Lilly (Health)	1152.93	0.04%	3.3%	-10.0%	5.1%	26.1%	54.3%	40.2%	7.8%	104.7%	424.3%	34.4%	60.4%	-10.0%	Aug '26
Union Pacific (Industrials)	279.37	-1.1%	-1.8%	-7.0%	9.3%	20.5%	29.3%	3.9%	22.6%	40.9%	55.2%	17.5%	38.7%	-9.6%	Aug '26
Honeywell (Industrials)	206.46	-0.01%	2.0%	-6.9%	-13.8%	-13.3%	1.7%	-6.4%	2.3%	13.8%	5.9%	2.6%	17.7%	-20.0%	Mar '26
Nvidia (IT)	222.27	1.3%	1.8%	2.3%	5.6%	24.8%	26.1%	38.9%	19.5%	412.3%	919.4%	60.1%	131.4%	-5.5%	May '26
Broadcom (IT)	357.61	3.0%	-1.2%	-1.3%	-12.9%	12.2%	4.4%	50.6%	3.7%	336.6%	676.3%	58.3%	131.4%	-25.6%	Jun '26
Adobe (IT)	248.92	-1.5%	-1.3%	-8.6%	27.5%	1.2%	-32.0%	-21.3%	-28.9%	-54.0%	-62.0%	-45.5%	-26.8%	-46.4%	Feb '25
Oracle (IT)	147.61	-2.0%	-1.8%	2.6%	-19.6%	-4.4%	-51.6%	18.1%	-23.5%	35.6%	82.8%	-17.3%	20.6%	-54.5%	Sep '25
salesforce.com (IT)	237.92	-2.0%	-3.8%	15.6%	57.0%	22.9%	-2.9%	-20.2%	-9.6%	12.4%	-6.9%	-25.7%	-1.2%	-33.0%	Jan '25
Linde PLC (Materials)	460.40	0.4%	-1.2%	-4.0%	-9.8%	-5.4%	-2.6%	3.2%	9.0%	22.7%	59.3%	2.0%	13.6%	-15.5%	Jul '26
Sherwin-Williams (Materials)	320.73	-0.07%	-0.8%	-9.1%	0.2%	3.8%	-6.6%	-3.8%	-0.3%	26.0%	14.3%	-7.4%	3.7%	-13.7%	Sep '25
American Tower (Real Estate)	173.98	-0.9%	-2.2%	-0.3%	-1.2%	-2.9%	-6.5%	-0.9%	1.0%	9.0%	-30.8%	-2.6%	-10.3%	-22.2%	Jul '25
Prologis Inc. (Real Estate)	134.84	-0.3%	0.1%	-3.8%	-3.3%	4.4%	22.5%	25.1%	8.1%	22.2%	20.1%	17.5%	57.8%	-9.4%	Jul '26
NextEra Energy (Utilities)	80.47	-1.0%	-2.2%	-5.6%	-6.5%	-11.6%	16.5%	15.5%	2.4%	30.2%	12.7%	22.8%	31.2%	-16.6%	Apr '26
Duke Energy (Utilities)	117.53	-0.9%	-1.6%	-4.9%	-4.3%	-7.8%	0.5%	12.7%	2.9%	40.2%	43.0%	10.8%	6.8%	-10.4%	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	15.81	-0.3%	-0.1%	-1.3%	-1.4%	1.9%	3.2%	9.4%	1.8%	23.6%	9.8%	9.7%	12.5%	-1.6%	Aug '26
Moderate-60% Stock	69.08	-0.1%	-0.4%	-1.2%	-0.2%	8.2%	10.4%	16.4%	7.6%	47.8%	38.1%	21.1%	34.0%	-1.9%	Aug '26
Mod Agg-80% Stock	55.72	-0.1%	-0.4%	-1.0%	0.3%	11.3%	14.1%	19.6%	10.7%	60.8%	51.1%	26.8%	45.4%	-2.0%	Aug '26
Aggressive-90% Stock	34.61	-0.1%	-0.5%	-0.9%	0.1%	14.5%	18.6%	20.9%	14.3%	67.5%	54.8%	31.6%	55.2%	-1.9%	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	81146.98	0.3%	5.1%	17.2%	29.0%	16.1%	-29.9%	-6.3%	-7.3%	198.2%	71.7%	-16.0%	6.4%	-35.0%	Oct '25
Ethereum	2620.47	0.4%	4.2%	16.4%	53.3%	22.6%	-41.4%	-11.0%	-11.7%	59.4%	-22.9%	-3.5%	78.0%	-45.8%	Aug '25
BNB	760.23	-0.1%	4.6%	21.4%	31.5%	18.9%	-22.8%	23.1%	-11.9%	250.0%	87.0%	16.3%	37.4%	-42.0%	Oct '25
Solana	113.39	0.5%	10.7%	32.8%	62.9%	27.5%	-52.5%	-34.2%	-8.9%	465.9%	-23.2%	-32.9%	7.5%	-56.7%	Jan '25
Bitcoin ETF	46.02	6.3%	5.1%	18.7%	29.2%	15.6%	-29.6%	-6.4%	-7.3%	-	-	-15.8%	5.6%	-35.4%	Oct '25
Grayscale Bitcoin (hi fee)	62.81	6.2%	5.1%	18.5%	28.7%	14.8%	-30.5%	-7.6%	-8.1%	250.5%	84.4%	-17.4%	3.6%	-36.2%	Oct '25
Bloomberg Commodities	26.45	-0.11%	-0.1%	5.3%	15.3%	10.6%	45.4%	14.9%	35.4%	52.6%	74.9%	42.1%	57.3%	-1.3%	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	5.33	0.7%	-0.4%	2.6%	8.8%	9.9%	12.1%	1.1%	10.1%	20.4%	179.3%	11.9%	13.1%	-0.6%	Sep '26
10yr Treasury rate	5.00	1.0%	0.5%	7.4%	12.3%	16.7%	20.8%	-9.0%	20.1%	14.5%	264.8%	10.2%	17.3%	-0.2%	Sep '26
5yr Treasury rate	4.86	1.1%	1.4%	11.6%	14.9%	23.9%	31.6%	-15.0%	30.5%	7.4%	460.7%	11.1%	24.1%	-0.1%	Sep '26
13-week T-bill	3.98	0.3%	1.7%	7.5%	8.7%	10.1%	2.6%	-15.7%	12.2%	-25.1%	14107.1%	-5.7%	-4.8%	-7.2%	May '25
Crude Oil	95.47	-6.3%	-4.6%	11.2%	24.6%	-0.7%	52.3%	-19.9%	66.3%	4.7%	32.7%	32.1%	60.2%	-15.5%	Apr '26
Gold	4415.90	0.4%	0.2%	-2.8%	4.0%	-4.1%	19.2%	64.4%	1.7%	126.0%	152.1%	50.4%	47.7%	-17.0%	Jan '26
USD/EUR	0.87	-0.11%	1.0%	1.6%	-0.3%	-0.2%	-	-11.4%	2.2%	-7.0%	-	-9.1%	-4.4%	-10.8%	Jan '25
USD/JPY	156.85	0.5%	2.1%	-0.9%	-2.7%	-1.8%	-	-0.4%	0.3%	6.2%	-	3.2%	7.5%	-4.3%	Jul '26
S&P 500 Volatility Index	14.81	-4.1%	-6.5%	-0.5%	-9.7%	-38.4%	-4.1%	-13.8%	-0.9%	5.0%	-28.8%	-3.0%	-71.7%	-71.7%	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	50.05	-0.10%	-0.1%	-0.5%	0.2%	1.0%	2.7%	6.1%	1.5%	18.1%	18.7%	6.8%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	48.52	-0.3%	-0.3%	-2.2%	-3.0%	-2.0%	-0.5%	4.3%	-1.6%	9.6%	2.6%	2.0%	4.5%	-3.5%	Jul '26
Interm Bond- Janus MSB	43.39	-0.6%	-0.1%	-2.4%	-2.5%	-2.0%	0.0%	8.8%	-1.7%	14.8%	1.0%	5.9%	4.8%	-3.8%	Feb '26
Interm Bond- Vanguard	73.96	-0.4%	-0.1%	-2.0%	-2.3%	-2.2%	-1.4%	8.5%	-2.3%	13.8%	-2.1%	5.1%	3.6%	-4.0%	Feb '26
Multisector Bond- Intrepid	8.86	-0.11%	0.2%	-0.1%	0.7%	3.1%	4.4%	8.2%	3.0%	28.1%	33.9%	9.7%	12.6%	-0.2%	Aug '26
Int’l Bond- JPMorgan	47.14	-0.13%	0.1%	-1.3%	-1.4%	0.5%	0.6%	8.2%	-0.3%	17.9%	12.7%	6.0%	6.6%	-2.1%	Feb '26
Long Bond- Vanguard	71.19	-0.6%	0.8%	-1.1%	-4.2%	-2.4%	-3.4%	7.2%	-2.6%	12.6%	-16.6%	3.1%	6.7%	-5.5%	Oct '25
Long CA Muni- PIMCO	9.03	-0.2%	-0.4%	-2.5%	-3.5%	-2.1%	0.1%	4.4%	-1.6%	12.0%	2.7%	2.2%	5.0%	-4.0%	Jul '26
Long Muni- iShares	55.09	-0.3%	-0.5%	-2.5%	-3.5%	-2.4%	-0.6%	3.4%	-2.2%	7.6%	-0.2%	1.5%	5.4%	-4.0%	Feb '26

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