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S&P 500

Return

69.5%

[

17.8%

annualized]

Dec 30 2022 - Mar 20 2026

-6.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

37.5%

[

10.4%

annualized]

Dec 30 2022 - Mar 20 2026

-9.2%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

38.5%

[

10.6%

annualized]

Dec 30 2022 - Mar 20 2026

-10.3%

Below
Peak
Jan '26

Performance Range:

As of Mar 20 04:30 PM EDT, next update at 04:40 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	6506.48	-1.5%	-1.9%	-5.8%	-4.8%	-2.4%	14.9%	16.4%	-5.0%	64.7%	66.3%	35.6%	81.9%	-6.8%	Jan '26
DJIA (Large Value)	45577.47	-1.0%	-2.1%	-8.2%	-5.3%	-1.6%	8.6%	13.0%	-5.2%	41.3%	39.7%	24.6%	56.0%	-9.2%	Feb '26
Russell 2000 (Small Cap)	2438.45	-2.3%	-1.7%	-8.5%	-3.6%	-0.4%	17.9%	11.3%	-1.8%	39.7%	6.6%	7.3%	44.5%	-10.3%	Jan '26
NASDAQ Comp (Tech/Growth)	21647.61	-2.0%	-2.1%	-5.4%	-7.1%	-4.3%	22.4%	20.4%	-6.9%	85.4%	63.8%	36.7%	107.8%	-9.6%	Oct '25
Aggregate Bond	98.66	-0.8%	-0.6%	-1.9%	-0.9%	0.0%	3.4%	7.2%	-0.9%	10.7%	0.8%	-0.4%	16.3%	-2.4%	Feb '26
Corp Bond	107.85	-1.2%	-0.3%	-3.0%	-1.7%	-1.7%	3.2%	7.9%	-1.8%	13.7%	0.7%	-3.0%	23.0%	-3.1%	Feb '26
High Yield Bond	78.92	-0.9%	-0.4%	-2.1%	-1.3%	-0.5%	4.9%	8.6%	-1.6%	28.0%	19.6%	14.5%	34.1%	-2.3%	Jan '26
Preferred	30.27	-1.4%	-1.3%	-4.4%	-2.7%	-3.9%	1.9%	4.9%	-2.1%	21.5%	6.2%	-0.9%	21.6%	-5.1%	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	46.98	-1.6%	-4.5%	-11.3%	4.1%	4.5%	10.6%	9.9%	3.6%	29.3%	33.0%	13.9%	46.3%	-12.4%	Feb '26
Consumer Discretionary/Cyclical	107.74	-1.8%	-2.8%	-8.3%	-11.4%	-10.4%	10.5%	7.4%	-9.8%	55.7%	34.7%	6.0%	59.4%	-13.5%	Jan '26
Financial Services	49.08	0.2%	0.4%	-6.5%	-10.2%	-8.9%	0.2%	14.9%	-10.4%	64.4%	56.3%	33.0%	71.1%	-13.0%	Jan '26
Real Estate	88.75	-3.1%	-3.7%	-6.5%	1.1%	-1.3%	1.1%	3.3%	0.3%	22.8%	18.0%	-9.8%	32.4%	-7.5%	Mar '26
Communication Services	112.23	-0.8%	-1.9%	-3.9%	-3.4%	-5.4%	17.3%	23.1%	-4.7%	109.1%	56.3%	49.6%	143.9%	-6.5%	Jan '26
Energy	59.31	-0.08%	2.8%	8.1%	35.5%	36.3%	31.6%	7.9%	32.7%	67.2%	189.0%	138.9%	65.5%	-0.1%	Mar '26
Industrials	161.67	-1.5%	-1.8%	-8.8%	4.1%	6.4%	23.2%	19.3%	4.2%	72.8%	80.8%	64.1%	100.6%	-9.6%	Mar '26
Technology	135.34	-2.2%	-1.1%	-3.9%	-6.3%	-2.7%	27.6%	24.6%	-6.0%	92.3%	117.1%	59.1%	138.0%	-10.9%	Oct '25
Consumer Staples/Defensive	81.29	-0.8%	-4.1%	-7.5%	4.0%	3.9%	5.2%	1.5%	4.6%	20.5%	39.6%	17.2%	31.2%	-9.7%	Feb '26
Healthcare	145.33	-0.9%	-3.0%	-7.3%	-5.8%	6.8%	0.6%	14.5%	-6.1%	19.8%	36.8%	11.2%	25.8%	-9.3%	Feb '26
Utilities	44.65	-4.1%	-4.9%	-3.6%	5.5%	6.6%	15.9%	16.0%	4.6%	45.1%	67.1%	42.3%	60.4%	-6.4%	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	136.54	-2.0%	-2.1%	-7.5%	-3.1%	0.0%	17.4%	22.4%	-3.5%	64.8%	57.4%	37.8%	87.2%	-8.1%	Feb '26
MSCI Emerging Markets	55.64	-3.4%	-2.0%	-10.7%	3.6%	6.5%	27.2%	34.0%	1.7%	58.8%	15.7%	24.7%	75.7%	-12.1%	Feb '26
FTSE Europe	79.18	-3.5%	-3.6%	-12.0%	-4.4%	1.0%	12.3%	35.8%	-5.3%	50.1%	47.4%	31.1%	92.1%	-12.5%	Feb '26
MSCI Japan	81.20	-3.4%	-2.6%	-11.2%	0.8%	4.3%	19.1%	25.9%	0.6%	57.1%	29.7%	34.0%	82.5%	-13.6%	Feb '26
MSCI India	46.59	-2.0%	-3.1%	-12.8%	-14.0%	-13.6%	-8.2%	2.7%	-13.8%	22.0%	18.0%	0.9%	16.0%	-20.7%	Sep '24
MSCI China	55.21	-2.8%	-4.4%	-9.5%	-8.9%	-13.3%	-0.5%	31.0%	-8.1%	27.6%	-27.2%	-2.5%	49.3%	-16.6%	Oct '25
International Bond	47.81	-0.7%	-0.4%	-2.2%	-0.7%	-0.4%	2.3%	2.9%	-0.9%	10.8%	0.3%	0.5%	16.4%	-2.6%	Feb '26
iShares Latin America	32.59	-3.7%	-1.7%	-12.1%	8.6%	17.1%	41.5%	52.7%	7.0%	69.5%	67.1%	85.4%	66.3%	-12.7%	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	597.94	-1.5%	-1.8%	-5.7%	-4.5%	-1.7%	16.4%	17.8%	-4.7%	71.6%	78.8%	44.2%	91.1%	-6.5%	Jan '26
US Large Growth	427.44	-1.8%	-2.5%	-5.8%	-9.7%	-8.7%	16.4%	18.3%	-9.7%	85.5%	84.7%	42.5%	109.2%	-13.0%	Oct '25
US Large Value	211.31	-1.2%	-1.6%	-6.2%	0.7%	4.7%	14.0%	15.7%	0.5%	51.8%	54.3%	35.8%	64.8%	-6.3%	Feb '26

US MidCap Blend	285.14	-1.7%	-1.3%	-6.3%	-2.3%	-1.4%	10.8%	11.6%	-1.8%	47.0%	38.7%	19.9%	59.9%	-7.1%	Feb '26
US MidCap Growth	259.24	-2.2%	-1.5%	-6.1%	-8.3%	-11.2%	5.4%	10.7%	-7.1%	41.7%	25.6%	6.2%	56.7%	-12.9%	Oct '25
US MidCap Value	181.01	-1.4%	-1.2%	-6.4%	1.9%	5.9%	14.4%	12.1%	2.1%	48.9%	48.2%	31.8%	59.4%	-6.9%	Feb '26

US Small Blend	257.24	-2.3%	-1.3%	-7.8%	-1.6%	0.5%	15.3%	8.9%	-0.3%	47.3%	27.2%	20.1%	55.8%	-8.1%	Feb '26
US Small Growth	309.55	-2.6%	-1.8%	-8.2%	-6.1%	-3.8%	17.7%	12.9%	-4.2%	44.3%	3.7%	7.4%	52.5%	-12.5%	Jan '26
US Small Value	183.46	-1.7%	-1.7%	-8.7%	-0.5%	4.3%	20.7%	12.4%	1.2%	45.3%	22.6%	18.2%	48.9%	-8.7%	Feb '26

Foreign Large Blend	93.59	-3.0%	-2.8%	-10.8%	-2.0%	2.5%	15.2%	31.6%	-2.5%	51.2%	43.2%	33.7%	85.9%	-11.4%	Feb '26
Foreign Growth	108.56	-3.1%	-3.5%	-11.6%	-4.3%	-3.0%	7.0%	20.7%	-4.7%	28.8%	17.5%	5.4%	59.6%	-12.0%	Feb '26
Foreign Value	71.23	-2.8%	-2.0%	-10.0%	0.6%	8.3%	23.8%	42.2%	-0.3%	75.9%	71.8%	67.1%	114.3%	-10.9%	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		-0.1%	-0.1%	-0.2%	-2.0%	-2.0%	2.4%	3.6%	-1.6%	23.5%	26.7%	23.3%	29.0%	-2.4%	Jan '26
Ultra Short- Janus AAA CLO	50.50		0%	0.2%	-0.1%	0.6%	1.7%	4.9%	5.2%	0.2%	21.6%	24.5%	23.6%	25.8%	-0.2%	Jan '26
Bank Loan- Invesco	20.49		-0.2%	0.1%	-0.2%	-1.0%	0.6%	5.3%	6.9%	-1.4%	26.5%	27.7%	25.1%	31.4%	-1.7%	Jan '26
Interval CEF- Cliffwater	10.54	p	EOD	0.2%	0.3%	1.3%	3.3%	7.8%	8.9%	1.0%	36.9%	60.0%	48.6%	41.9%	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	50.88		-1.8%	-1.9%	-7.4%	-4.1%	-2.0%	15.9%	17.7%	-4.6%	76.3%	96.8%	77.8%	96.4%	-7.8%	Feb '26
Int’l Min Volatility- Franklin	38.90		-1.9%	-2.2%	-5.1%	6.2%	15.7%	24.9%	27.1%	5.6%	78.8%	106.9%	88.4%	102.3%	-6.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.04	p	EOD	1.7%	-7.3%	-2.4%	-0.4%	10.2%	3.0%	-0.9%	72.4%	89.2%	84.9%	90.1%	-9.2%	Feb '26
Small Value- Avantis	106.08		-1.3%	-0.2%	-8.2%	2.2%	6.2%	21.9%	7.4%	4.0%	55.5%	55.8%	40.8%	61.6%	-8.2%	Feb '26
Mid Value- Pacer Cash Cows	61.67		-0.8%	-0.9%	-4.1%	2.3%	8.8%	13.1%	9.0%	2.5%	45.6%	68.3%	41.6%	53.2%	-5.0%	Feb '26
Growth- S&P Momentum	113.78		-1.8%	-2.1%	-5.2%	-4.6%	-6.3%	21.5%	26.6%	-4.6%	121.8%	131.3%	85.2%	127.6%	-8.2%	Oct '25
Invesco S&P Quality	75.24		-1.0%	-0.9%	-6.4%	-0.3%	3.1%	14.1%	13.2%	0.3%	71.2%	86.5%	49.2%	96.6%	-7.0%	Feb '26
Rotation Factor- BlackRock	58.16		-1.4%	-1.8%	-5.4%	-4.3%	-1.3%	19.4%	20.0%	-4.4%	93.0%	90.6%	61.7%	119.0%	-6.1%	Feb '26
US Min Volatility- Fidelity	64.36		-1.2%	-2.4%	-5.6%	-3.3%	-1.7%	8.0%	11.8%	-3.6%	46.0%	61.1%	31.2%	60.0%	-6.2%	Feb '26
Derivative Income- JPMorgan	56.09		-1.0%	-1.8%	-5.2%	-1.2%	1.9%	5.9%	8.1%	-1.4%	33.3%	50.4%	27.7%	45.7%	-5.8%	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	16.46	p	EOD	0.5%	3.3%	4.0%	3.3%	9.2%	6.5%	4.1%	31.1%	37.4%	34.8%	34.3%	New Peak	Mar '26
Multistrategy- AQR	14.47	p	EOD	1.0%	-0.3%	3.8%	6.8%	13.0%	16.4%	3.3%	49.1%	76.7%	69.7%	51.6%	-0.9%	Feb '26
Long Short- AQR	20.55	p	EOD	0.7%	-1.9%	-3.2%	5.8%	20.2%	34.4%	-2.9%	108.1%	183.8%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.11	p	EOD	1.9%	3.2%	3.2%	8.0%	18.4%	18.3%	3.6%	65.8%	69.4%	75.2%	75.8%	New Peak	Mar '26
Multi Strategy- Variant	26.59	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	1.0%	22.3%	47.6%	35.2%	26.7%	New Peak	Mar '26
Long Short- First Trust	69.38		-0.2%	-0.2%	-2.6%	-2.4%	0.4%	9.2%	9.1%	-2.3%	45.5%	61.3%	40.4%	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)	301.00	-2.0%	-0.4%	-4.4%	-2.0%	18.2%	85.4%	66.0%	-3.8%	199.6%	199.2%	109.2%	210.9%	-12.4%	Feb '26
Meta (Communications)	593.66	-2.1%	-3.2%	-9.5%	-9.9%	-23.6%	1.5%	13.1%	-10.1%	202.2%	106.1%	76.6%	368.9%	-24.7%	Aug '25
Amazon (Cyclical)	205.37	-1.6%	-1.1%	-2.3%	-9.7%	-11.3%	5.3%	5.2%	-11.0%	110.2%	33.6%	20.5%	81.9%	-19.1%	Nov '25
Tesla (Cyclical)	367.96	-3.2%	-5.9%	-10.7%	-23.5%	-13.6%	55.7%	11.4%	-18.2%	100.8%	68.6%	-8.0%	69.4%	-24.9%	Dec '25
Procter & Gamble (Defensive)	144.28	-0.4%	-4.2%	-10.3%	0.6%	-6.2%	-11.5%	-12.3%	1.4%	7.3%	27.9%	-1.4%	26.9%	-17.0%	Dec '24
PepsiCo (Defensive)	150.04	-1.8%	-6.2%	-8.2%	2.2%	7.8%	6.0%	-1.8%	5.5%	-6.5%	30.3%	-0.8%	-0.7%	-15.4%	May '23
Coca-Cola (Defensive)	74.75	-1.1%	-3.3%	-6.4%	6.7%	13.3%	9.6%	15.6%	6.9%	34.0%	69.6%	42.0%	49.4%	-8.3%	Feb '26
Exxon Mobil (Energy)	159.67	1.0%	2.3%	8.4%	37.7%	43.7%	42.5%	16.0%	33.6%	72.6%	242.3%	191.6%	82.5%	New Peak	Mar '26
Chevron (Energy)	201.73	0.1%	2.5%	9.7%	37.9%	31.9%	27.9%	10.1%	33.7%	48.2%	140.3%	100.7%	47.7%	New Peak	Mar '26
JPMorgan Chase (Financial)	286.56	-0.5%	1.1%	-7.8%	-9.3%	-8.1%	22.4%	37.3%	-10.7%	142.0%	109.7%	97.7%	199.1%	-14.4%	Jan '26
Visa (Financial)	301.62	0.6%	-1.8%	-6.0%	-13.5%	-11.3%	-10.5%	11.8%	-13.8%	41.4%	51.2%	40.7%	73.8%	-18.7%	Jun '25
Mastercard (Financial)	496.32	1.1%	-0.3%	-5.7%	-13.1%	-14.8%	-6.9%	9.0%	-12.9%	44.6%	43.2%	37.2%	78.5%	-16.9%	Aug '25
Bank of America (Financial)	47.16	0.3%	0.9%	-10.6%	-14.2%	-8.8%	13.5%	28.0%	-13.8%	83.7%	38.2%	13.7%	72.8%	-17.2%	Jan '26
UnitedHealth (Health)	275.59	-1.7%	-2.3%	-5.0%	-15.8%	-17.6%	-45.0%	-33.1%	-16.5%	-39.2%	-18.5%	-41.3%	-41.6%	-54.7%	Nov '24
Johnson & Johnson (Health)	235.37	-0.9%	-2.5%	-2.4%	14.7%	35.2%	48.4%	47.5%	14.3%	67.2%	69.4%	55.1%	60.4%	-5.3%	Mar '26
Eli Lilly (Health)	906.70	-1.2%	-8.0%	-10.2%	-15.2%	21.0%	8.4%	40.2%	-15.5%	177.9%	417.2%	246.9%	187.3%	-18.2%	Nov '25
Union Pacific (Industrials)	234.92	0.3%	-3.1%	-11.3%	0.8%	7.7%	2.4%	3.9%	2.1%	32.7%	24.7%	4.6%	32.7%	-12.0%	Mar '26
Honeywell (Industrials)	221.50	-3.3%	-5.5%	-8.8%	11.8%	13.5%	13.8%	-6.4%	14.1%	32.0%	22.3%	24.3%	46.5%	-10.7%	Mar '26
Nvidia (IT)	172.70	-3.3%	-4.2%	-9.0%	-4.6%	-2.2%	45.7%	38.9%	-7.4%	567.3%	1247.7%	474.5%	1403.6%	-16.6%	Oct '25
Broadcom (IT)	310.51	-2.9%	-3.6%	-6.7%	-8.6%	-9.7%	63.9%	50.6%	-10.3%	404.5%	621.8%	405.3%	660.6%	-24.7%	Dec '25
Adobe (IT)	248.15	0.9%	-0.5%	-4.0%	-30.3%	-32.2%	-36.3%	-21.3%	-29.1%	-31.6%	-43.8%	-56.0%	-13.3%	-60.9%	Feb '24
Oracle (IT)	149.68	-3.8%	-3.5%	1.1%	-21.8%	-51.3%	-1.0%	18.1%	-23.0%	78.4%	141.9%	80.3%	144.2%	-54.2%	Sep '25
salesforce.com (IT)	195.38	0.2%	1.3%	5.5%	-24.8%	-20.8%	-29.5%	-20.2%	-26.2%	6.7%	-6.8%	-22.6%	39.0%	-46.5%	Dec '24
Linde PLC (Materials)	488.15	-0.3%	-1.2%	-1.7%	15.8%	2.3%	7.7%	3.2%	14.5%	49.3%	93.5%	52.2%	87.6%	-4.2%	Mar '26
Sherwin-Williams (Materials)	303.53	-2.2%	-5.1%	-15.6%	-5.2%	-12.1%	-8.9%	-3.8%	-6.1%	42.0%	34.8%	-7.0%	55.5%	-23.2%	Nov '24
American Tower (Real Estate)	176.79	-3.3%	-4.1%	-5.6%	3.5%	-6.8%	-14.6%	-0.9%	0.7%	-3.1%	-7.7%	-29.9%	7.2%	-23.4%	Sep '24
Prologis Inc. (Real Estate)	128.01	-2.3%	-2.1%	-9.5%	0.6%	13.7%	17.2%	25.1%	0.3%	17.7%	45.8%	-12.5%	41.1%	-10.3%	Mar '26
NextEra Energy (Utilities)	89.50	-3.1%	-3.5%	-2.2%	13.3%	27.6%	29.5%	15.5%	12.2%	28.6%	43.8%	9.6%	35.8%	-5.8%	Feb '26
Duke Energy (Utilities)	126.81	-2.3%	-4.8%	0.0%	10.7%	6.5%	9.3%	12.7%	9.1%	46.5%	66.1%	44.6%	69.2%	-5.0%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.75	p	EOD	0.2%	-2.2%	0.1%	1.3%	7.5%	9.4%	-0.1%	21.7%	11.7%	8.2%	29.6%	-2.5%	Feb '26
Moderate-60% Stock	63.57		-1.6%	-1.5%	-5.6%	-2.0%	0.4%	12.3%	16.4%	-2.2%	41.4%	33.7%	22.8%	55.9%	-6.0%	Feb '26
Mod Agg-80% Stock	50.42	p	EOD	0.1%	-4.8%	-0.2%	2.4%	17.6%	19.6%	-0.6%	55.5%	46.2%	32.0%	73.4%	-5.4%	Feb '26
Aggressive-90% Stock	30.22	p	EOD	0.4%	-5.3%	0.6%	3.6%	19.8%	20.9%	-0.2%	57.3%	48.6%	31.3%	75.3%	-6.0%	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	70006.88	0.1%	-1.4%	2.9%	-20.5%	-39.5%	-16.8%	-6.3%	-20.0%	152.1%	20.0%	50.7%	265.4%	-43.9%	Oct '25
Ethereum	2130.35	-0.3%	1.8%	8.2%	-28.5%	-52.4%	7.5%	-11.0%	-28.2%	22.8%	17.2%	-43.4%	64.5%	-55.9%	Aug '25
BNB	639.62	0.06%	-2.5%	2.2%	-25.3%	-35.0%	1.5%	23.1%	-25.9%	92.1%	142.2%	24.9%	136.0%	-51.2%	Oct '25
Solana	88.99	0.08%	0.9%	5.1%	-29.5%	-62.7%	-30.2%	-34.2%	-28.5%	301.3%	526.4%	-47.7%	185.5%	-66.0%	Jan '25
Bitcoin ETF	39.77	-0.13%	-1.5%	3.5%	-20.3%	-39.2%	-16.9%	-6.4%	-19.9%	-	-	-	-	-44.2%	Oct '25
Grayscale Bitcoin (hi fee)	54.65	-0.11%	-1.5%	3.5%	-20.6%	-39.5%	-17.8%	-7.6%	-20.1%	278.1%	14.2%	76.5%	439.7%	-44.5%	Oct '25
Bloomberg Commodities	23.88	-0.13%	-0.8%	11.3%	23.1%	31.2%	30.3%	14.9%	22.3%	47.9%	81.4%	55.2%	34.6%	-1.4%	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	4.96	2.2%	1.1%	5.0%	2.7%	4.3%	8.8%	1.1%	2.5%	35.4%	102.4%	146.0%	27.7%	-2.8%	Oct '23
10yr Treasury rate	4.39	2.6%	2.5%	7.5%	5.8%	6.1%	3.7%	-9.0%	5.5%	26.1%	153.5%	169.7%	12.5%	-12.0%	Oct '23
5yr Treasury rate	4.01	2.4%	3.6%	9.9%	8.6%	8.7%	0.1%	-15.0%	7.8%	12.2%	355.4%	193.9%	-2.4%	-19.1%	Oct '23
13-week T-bill	3.62	0.2%	0.4%	0.6%	2.7%	-6.7%	-13.5%	-15.7%	2.0%	-19.0%	72260.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	97.67	1.6%	-1.1%	47.1%	72.4%	55.8%	43.1%	-19.9%	70.1%	44.4%	59.0%	28.4%	11.9%	-1.1%	Mar '26
Gold	4511.70	-1.9%	-10.7%	-10.8%	3.4%	22.9%	48.4%	64.5%	4.3%	128.0%	159.1%	150.7%	170.1%	-15.2%	Jan '26
USD/EUR	0.86	-0.9%	-0.4%	1.7%	1.4%	-	-5.7%	-11.4%	1.6%	-7.7%	3.0%	-1.7%	-16.1%	-11.4%	Jan '25
USD/JPY	159.30	-0.3%	0.1%	2.7%	2.4%	-	7.3%	-0.4%	1.8%	20.4%	46.2%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	26.78	11.3%	-1.5%	40.3%	79.6%	73.3%	35.3%	-13.8%	79.1%	10.9%	27.8%	61.3%	-20.2%	-48.8%	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	50.56		-0.2%	-0.2%	-0.9%	0.1%	1.1%	4.3%	6.1%	-0.1%	19.1%	17.9%	17.1%	22.3%	-1.1%	Feb '26
Interm Muni- JPMorgan	50.06		-0.7%	-0.9%	-1.8%	-0.4%	0.5%	3.0%	4.3%	-0.6%	10.1%	6.3%	3.7%	15.1%	-2.1%	Feb '26
Interm Bond- Janus MSB	45.08		-0.8%	-0.8%	-2.1%	-0.8%	0.7%	4.5%	8.8%	-0.9%	12.8%	2.7%	2.6%	19.3%	-2.6%	Feb '26
Interm Bond- Vanguard	76.70		-0.8%	-0.6%	-2.1%	-1.2%	-0.3%	4.2%	8.5%	-1.2%	12.2%	2.2%	0.9%	18.5%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.3%	-0.5%	0.2%	1.2%	6.3%	8.2%	-0.1%	30.0%	35.3%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.45		-1.0%	-0.7%	-3.5%	-2.0%	-1.3%	3.6%	8.2%	-2.2%	16.7%	12.4%	11.3%	25.0%	-3.6%	Feb '26
Long Bond- Vanguard	73.56		-2.0%	-0.3%	-4.4%	-2.6%	-3.4%	1.3%	7.2%	-2.6%	9.5%	-7.3%	-13.9%	21.5%	-5.5%	Oct '25
Long CA Muni- PIMCO	9.41	p	EOD	-0.1%	-1.3%	0.3%	1.2%	2.7%	3.3%	-0.1%	10.7%	3.1%	0.1%	15.0%	-1.7%	Feb '26
Long Muni- iShares	56.81		-0.9%	-1.1%	-2.2%	-0.6%	0.7%	3.2%	3.4%	-0.9%	8.2%	3.0%	1.1%	12.8%	-2.5%	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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