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S&P 500

Return

63.6%

[

19.3%

annualized]

Dec 29 2023 - Oct 13 2026

DJIA (Large Value)

Return

37.1%

[

12.0%

annualized]

Dec 29 2023 - Oct 13 2026

Russell 2000 (Small Cap)

Return

37.3%

[

12.0%

annualized]

Dec 29 2023 - Oct 13 2026

Performance Range:

As of Oct 13 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	7805.45	-0.02%	-0.2%	1.9%	3.9%	13.3%	17.3%	16.4%	14.0%	80.4%	78.9%	27.0%	56.6%	-0.2%	Oct '26
DJIA (Large Value)	51670.10	-0.3%	0.3%	-1.7%	-1.6%	7.2%	12.2%	13.0%	7.5%	53.5%	50.3%	15.8%	37.3%	-4.9%	Aug '26
Russell 2000 (Small Cap)	2783.37	-0.4%	-1.7%	-4.2%	-5.7%	4.2%	13.1%	11.3%	12.1%	61.9%	24.1%	21.9%	58.1%	-9.3%	Aug '26
NASDAQ Comp (Tech/Growth)	27204.38	-0.2%	-1.4%	3.3%	5.1%	17.3%	19.9%	20.4%	17.0%	102.9%	86.7%	35.6%	78.2%	-1.4%	Oct '26
Aggregate Bond	94.71	0.05%	0.4%	-1.0%	-2.0%	-2.9%	-2.0%	7.2%	-2.3%	13.5%	-2.5%	3.8%	2.9%	-4.0%	Feb '26
Corp Bond	102.55	-0.03%	0.4%	-1.3%	-2.9%	-4.2%	-3.8%	7.9%	-3.6%	15.8%	-5.7%	2.9%	4.4%	-5.3%	Feb '26
High Yield Bond	77.09	-0.3%	-0.2%	-1.5%	-1.6%	-1.1%	1.6%	8.6%	-0.1%	26.5%	17.7%	6.6%	11.1%	-2.6%	Aug '26
Preferred	29.30	0.4%	-0.7%	-2.3%	-2.0%	-2.7%	-1.5%	4.9%	-1.5%	21.6%	1.5%	1.8%	10.1%	-5.4%	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	49.72	0.6%	0.0%	-2.0%	-1.2%	-3.9%	14.7%	9.9%	11.0%	35.6%	34.0%	14.2%	37.6%	-6.9%	Aug '26
Consumer Discretionary/Cyclical	112.36	0.08%	0.6%	-0.3%	-3.0%	-1.0%	-3.1%	7.4%	-5.3%	44.9%	27.2%	0.8%	29.0%	-9.2%	Jan '26
Financial Services	54.82	-0.4%	1.5%	-3.9%	-1.9%	6.9%	5.7%	14.9%	1.3%	72.9%	55.9%	7.8%	27.6%	-6.1%	Sep '26
Real Estate	91.14	-0.2%	1.3%	-3.0%	-6.0%	-0.6%	6.7%	3.3%	5.9%	35.8%	5.2%	5.8%	20.9%	-8.9%	Jul '26
Communication Services	112.28	0.7%	0.6%	0.0%	0.9%	-1.6%	-0.2%	23.1%	-3.8%	73.3%	49.1%	9.3%	32.7%	-5.7%	Jan '26
Energy	67.20	1.8%	5.4%	3.8%	19.2%	19.2%	60.0%	7.9%	53.3%	64.8%	183.9%	53.9%	83.9%	NewNew Peak	Oct '26
Industrials	168.67	-0.3%	-1.7%	-1.9%	-6.2%	-1.8%	12.6%	19.3%	9.6%	72.8%	81.7%	24.2%	47.6%	-9.3%	Aug '26
Technology	196.28	-0.04%	-2.8%	4.7%	8.4%	35.1%	38.4%	24.6%	36.8%	137.2%	169.3%	63.7%	120.2%	-2.8%	Oct '26
Consumer Staples/Defensive	84.19	-0.3%	2.9%	1.6%	0.2%	4.6%	11.1%	1.5%	10.5%	36.7%	36.9%	8.1%	14.9%	-4.7%	Feb '26
Healthcare	169.66	-1.4%	1.5%	3.0%	5.5%	15.6%	21.5%	14.5%	11.0%	37.0%	46.6%	19.4%	30.9%	-3.1%	Aug '26
Utilities	41.87	0.6%	1.7%	-0.5%	-7.7%	-8.5%	-5.2%	16.0%	0.1%	54.4%	49.5%	9.5%	19.4%	-10.5%	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	160.69	0.04%	-0.7%	0.3%	3.0%	10.5%	18.4%	22.4%	14.3%	82.0%	72.8%	32.6%	58.7%	-1.1%	Aug '26
MSCI Emerging Markets	65.74	-0.6%	-3.7%	-3.1%	1.9%	8.2%	25.4%	34.0%	20.8%	86.5%	44.6%	51.6%	75.7%	-7.7%	Jun '26
FTSE Europe	86.31	0.6%	-0.3%	-3.9%	-1.5%	0.1%	11.6%	35.8%	5.4%	64.5%	51.7%	30.2%	44.3%	-7.1%	Aug '26
MSCI Japan	97.32	0%	-2.0%	-1.3%	5.0%	10.7%	28.1%	25.9%	21.2%	78.3%	62.1%	47.0%	66.0%	-2.0%	Oct '26
MSCI India	47.24	1.9%	1.1%	-2.7%	-3.2%	-4.3%	-10.8%	2.7%	-12.6%	7.0%	1.6%	-5.1%	-3.9%	-15.4%	Jun '25
MSCI China	52.13	-0.03%	-0.2%	-1.6%	-0.8%	-8.5%	-16.1%	31.0%	-12.6%	30.4%	-16.5%	-0.2%	18.6%	-20.7%	Oct '25
International Bond	47.01	0.09%	0.3%	0.3%	-1.1%	-0.7%	-0.9%	2.9%	-0.6%	12.3%	0.6%	2.1%	1.8%	-2.6%	Feb '26
iShares Latin America	37.87	-0.9%	-0.5%	5.3%	11.0%	0.7%	42.0%	52.7%	26.0%	77.4%	104.2%	67.7%	88.3%	-0.9%	Oct '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	715.20	0.01%	-0.1%	2.1%	4.1%	14.0%	18.7%	17.8%	15.0%	87.4%	91.7%	29.6%	59.3%	-0.1%	Oct '26
US Large Growth	127.12	-0.01%	-1.6%	4.1%	4.6%	12.6%	9.2%	19.8%	7.7%	96.1%	104.0%	24.4%	61.0%	-1.6%	Oct '26
US Large Value	254.53	-0.05%	1.1%	0.0%	3.2%	14.6%	28.2%	15.7%	22.3%	78.8%	75.8%	33.5%	56.3%	-1.5%	Sep '26

US MidCap Blend	81.02	0.12%	0.0%	0.0%	0.2%	8.4%	14.5%	17.0%	12.4%	82.4%	75.5%	25.2%	49.3%	-4.1%	Aug '26
US MidCap Growth	298.12	-0.2%	-1.9%	1.2%	-0.3%	9.4%	3.0%	10.7%	7.3%	57.0%	27.1%	10.4%	39.1%	-4.9%	Aug '26
US MidCap Value	203.96	0.4%	1.6%	-0.2%	1.4%	8.3%	21.6%	12.1%	16.8%	68.2%	59.7%	26.8%	48.3%	-2.8%	Aug '26

US Small Blend	288.16	0%	-1.0%	-1.5%	-2.4%	5.0%	15.4%	8.9%	12.8%	63.2%	39.1%	18.8%	51.7%	-6.6%	Aug '26
US Small Growth	351.10	-0.7%	-2.6%	-4.4%	-7.2%	3.8%	7.7%	12.9%	9.0%	66.2%	22.1%	19.4%	57.8%	-11.2%	Aug '26
US Small Value	210.99	-0.05%	-0.6%	-3.6%	-3.6%	5.9%	21.8%	12.4%	17.7%	69.6%	41.5%	29.8%	64.1%	-6.9%	Aug '26

Foreign Large Blend	103.47	0.4%	-0.7%	-3.0%	0.2%	2.2%	15.1%	31.6%	9.4%	66.2%	54.4%	33.3%	49.2%	-4.9%	Aug '26
Foreign Growth	119.53	-0.06%	-1.3%	-1.8%	-0.8%	1.0%	7.3%	20.7%	5.8%	46.8%	21.9%	18.3%	37.6%	-6.0%	Aug '26
Foreign Value	78.85	0.9%	-0.1%	-4.2%	1.1%	3.6%	23.4%	42.2%	13.3%	86.4%	92.0%	49.0%	61.4%	-5.1%	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	22.70		-0.11%	-0.4%	-0.5%	0.9%	2.7%	3.3%	3.6%	2.3%	19.2%	29.1%	5.2%	8.9%	-1.1%	Sep '26
Ultra Short- Janus AAA CLO	50.55		0%	0.1%	0.3%	1.2%	2.4%	4.8%	5.2%	3.5%	19.4%	27.9%	8.1%	8.6%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.47		-0.05%	-0.2%	0.0%	1.8%	3.0%	4.7%	6.9%	2.2%	21.7%	30.2%	8.5%	12.4%	-0.5%	Sep '26
Interval CEF- Cliffwater	10.19	p	EOD	0.0%	-1.7%	-0.7%	1.0%	4.2%	8.9%	2.3%	28.9%	53.6%	9.8%	9.5%	-2.1%	Oct '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	59.84		0.02%	-0.3%	0.5%	1.9%	9.6%	16.8%	17.7%	12.9%	88.3%	118.0%	27.2%	57.0%	-1.5%	Aug '26
Int’l Min Volatility- Franklin	42.28		0.7%	1.3%	0.0%	2.7%	4.9%	26.9%	27.1%	18.1%	84.9%	119.0%	43.7%	57.8%	-1.4%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.43	p	EOD	-1.5%	-3.9%	-8.4%	-1.8%	9.1%	3.0%	4.8%	64.9%	106.7%	7.1%	36.4%	-14.3%	Jun '26
Small Value- Avantis	120.61		0.6%	0.1%	-3.1%	-2.4%	4.8%	25.3%	7.4%	19.4%	66.9%	69.1%	27.1%	64.1%	-6.0%	Aug '26
Mid Value- Pacer Cash Cows	69.09		0.6%	1.7%	-1.2%	7.7%	12.2%	25.3%	9.0%	16.1%	48.5%	72.0%	21.6%	49.9%	-4.3%	Sep '26
Growth- S&P Momentum	148.03		-0.9%	-3.2%	0.0%	-1.0%	19.2%	23.2%	26.6%	24.8%	159.6%	155.5%	45.6%	81.2%	-8.3%	Jun '26
Invesco S&P Quality	85.43		-0.11%	-0.2%	1.2%	-1.4%	8.3%	18.3%	13.2%	14.7%	74.7%	86.2%	22.3%	46.6%	-5.0%	Jun '26
Rotation Factor- BlackRock	70.27		-0.2%	-0.6%	0.9%	4.2%	14.3%	20.6%	20.0%	16.3%	104.1%	110.3%	33.1%	63.8%	-0.6%	Oct '26
US Min Volatility- Fidelity	73.17		0.12%	1.4%	1.9%	4.4%	9.8%	14.0%	11.8%	10.9%	54.8%	62.8%	18.6%	37.4%	-0.3%	Aug '26
Derivative Income- JPMorgan	56.93		-0.05%	0.7%	1.1%	2.2%	2.5%	9.0%	8.1%	5.6%	35.1%	45.6%	9.4%	26.1%	-0.9%	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	18.29	p	EOD	0.3%	0.8%	5.4%	9.7%	15.1%	6.5%	15.7%	35.6%	50.6%	21.4%	26.7%	-0.5%	Sep '26
Multistrategy- AQR	15.63	p	EOD	0.5%	1.1%	6.7%	7.3%	15.3%	16.4%	11.6%	47.6%	86.9%	22.9%	28.1%	NewNew Peak	Oct '26
Long Short- AQR	22.59	p	EOD	0.2%	0.9%	8.3%	9.9%	16.2%	34.4%	6.8%	92.4%	201.5%	33.3%	38.7%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.02	p	EOD	-0.6%	1.9%	6.3%	12.6%	24.4%	18.3%	18.2%	78.5%	100.2%	38.5%	32.2%	-1.4%	Oct '26
Multi Strategy- Variant	25.72	p	EOD	0.1%	0.6%	1.7%	2.9%	6.3%	7.2%	4.6%	20.2%	42.4%	11.0%	10.2%	NewNew Peak	Oct '26
Long Short- First Trust	78.09		0.10%	0.4%	2.2%	4.9%	8.2%	14.4%	9.1%	10.7%	52.6%	69.2%	16.9%	32.0%	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)	353.78	0.3%	1.8%	4.5%	0.4%	10.2%	45.3%	66.0%	13.2%	160.0%	159.6%	92.1%	145.6%	-12.0%	May '26
Meta (Communications)	762.50	2.6%	3.2%	17.8%	16.2%	20.4%	6.9%	13.1%	15.8%	144.6%	137.2%	9.0%	50.1%	-3.1%	Aug '25
Amazon (Cyclical)	258.58	-0.4%	0.9%	0.7%	4.6%	7.8%	17.5%	5.2%	12.0%	99.2%	57.5%	14.1%	51.5%	-9.0%	Aug '26
Tesla (Cyclical)	375.23	-0.7%	-1.4%	2.7%	-4.9%	6.5%	-13.9%	11.4%	-16.6%	49.4%	38.8%	4.1%	69.1%	-23.4%	Dec '25
Procter & Gamble (Defensive)	153.04	-0.10%	3.1%	5.3%	3.9%	8.2%	6.8%	-12.3%	9.2%	14.5%	22.2%	-4.1%	0.8%	-9.4%	Mar '25
PepsiCo (Defensive)	127.30	0.5%	1.3%	-6.6%	-7.1%	-16.6%	-11.0%	-1.8%	-8.6%	-11.3%	-5.2%	-6.4%	-3.6%	-23.1%	Feb '26
Coca-Cola (Defensive)	90.11	0.4%	4.6%	2.7%	7.6%	19.4%	38.5%	15.6%	31.4%	85.7%	92.3%	35.0%	37.2%	-1.5%	Aug '26
Exxon Mobil (Energy)	174.08	1.1%	5.8%	4.9%	21.2%	15.6%	59.6%	16.0%	47.6%	74.9%	239.7%	65.4%	81.1%	NewNew Peak	Oct '26
Chevron (Energy)	217.73	1.3%	4.9%	1.7%	20.5%	15.6%	48.9%	10.1%	46.8%	50.5%	146.8%	47.3%	69.1%	NewNew Peak	Sep '26
JPMorgan Chase (Financial)	331.43	-0.9%	0.0%	-6.5%	-0.4%	6.7%	9.7%	37.3%	4.8%	138.6%	133.1%	22.9%	57.3%	-8.8%	Aug '26
Visa (Financial)	396.06	1.7%	6.9%	6.9%	10.9%	28.5%	16.3%	11.8%	13.6%	70.5%	84.9%	12.8%	29.9%	NewNew Peak	Oct '26
Mastercard (Financial)	604.80	1.6%	6.9%	6.4%	12.6%	19.3%	8.8%	9.0%	6.6%	54.7%	82.0%	7.5%	27.4%	NewNew Peak	Oct '26
Bank of America (Financial)	53.96	-1.1%	-0.2%	-13.9%	-8.8%	2.2%	12.8%	28.0%	-0.3%	116.7%	41.4%	21.9%	59.1%	-16.3%	Aug '26
UnitedHealth (Health)	377.76	-0.2%	0.4%	0.3%	-11.4%	22.1%	8.1%	-33.1%	16.7%	-25.4%	2.5%	-22.8%	-28.9%	-34.4%	Apr '25
Johnson & Johnson (Health)	248.61	-5.7%	-2.4%	-6.4%	-3.1%	5.6%	33.2%	47.5%	22.1%	72.6%	79.6%	63.6%	72.2%	-10.7%	Sep '26
Eli Lilly (Health)	1166.51	-1.4%	0.8%	4.6%	-1.2%	25.9%	43.3%	40.2%	9.1%	95.5%	416.3%	36.0%	62.3%	-8.9%	Aug '26
Union Pacific (Industrials)	282.36	0.3%	2.1%	-0.7%	-1.9%	13.4%	27.7%	3.9%	23.9%	45.2%	46.4%	18.8%	40.1%	-8.7%	Aug '26
Honeywell (Industrials)	207.29	-1.1%	-2.6%	2.4%	-6.5%	-14.7%	5.4%	-6.4%	2.7%	21.6%	7.8%	3.0%	18.1%	-19.6%	Mar '26
Nvidia (IT)	228.52	1.0%	-4.5%	4.7%	12.4%	21.0%	21.6%	38.9%	22.8%	404.2%	996.2%	64.6%	137.9%	-4.5%	Oct '26
Broadcom (IT)	357.31	0.7%	-4.9%	-1.1%	-6.8%	-5.6%	0.9%	50.6%	3.8%	317.9%	704.8%	58.5%	131.6%	-25.6%	Jun '26
Adobe (IT)	236.28	-0.8%	-0.8%	-6.3%	2.5%	-1.6%	-30.4%	-21.3%	-32.5%	-56.9%	-60.0%	-48.3%	-30.5%	-49.1%	Feb '25
Oracle (IT)	143.20	4.2%	-0.7%	-4.4%	9.3%	-7.3%	-52.9%	18.1%	-25.5%	37.0%	58.9%	-19.5%	17.4%	-55.7%	Sep '25
salesforce.com (IT)	238.01	1.7%	5.8%	-3.8%	39.3%	38.3%	-3.5%	-20.2%	-9.5%	18.6%	-14.7%	-25.7%	-1.1%	-33.0%	Jan '25
Linde PLC (Materials)	492.11	1.0%	0.4%	5.6%	-5.8%	-2.7%	9.2%	3.2%	16.5%	35.3%	74.9%	9.0%	21.4%	-9.7%	Jul '26
Sherwin-Williams (Materials)	324.10	1.2%	0.9%	0.2%	-1.3%	-2.6%	-1.5%	-3.8%	0.7%	34.8%	17.0%	-6.4%	4.8%	-12.8%	Sep '25
American Tower (Real Estate)	179.43	-1.7%	8.9%	2.0%	7.0%	2.2%	1.9%	-0.9%	5.3%	19.5%	-20.1%	1.5%	-6.5%	-18.9%	Jul '25
Prologis Inc. (Real Estate)	133.55	0.8%	3.8%	-0.8%	-5.3%	-1.1%	22.2%	25.1%	7.1%	34.1%	15.6%	16.4%	56.3%	-10.3%	Jul '26
NextEra Energy (Utilities)	78.22	-0.4%	0.4%	-5.0%	-10.8%	-14.0%	-4.5%	15.5%	-0.4%	56.9%	11.6%	19.3%	27.5%	-18.9%	Apr '26
Duke Energy (Utilities)	118.19	0.4%	2.2%	-1.0%	-6.0%	-7.8%	-3.0%	12.7%	3.5%	49.2%	42.3%	11.4%	7.4%	-9.9%	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	15.60	p	EOD	0.0%	-0.6%	-1.0%	0.1%	2.2%	9.4%	1.3%	24.7%	10.3%	9.1%	12.0%	-2.1%	Aug '26
Moderate-60% Stock	68.78		0.04%	-0.3%	-0.4%	0.9%	4.8%	10.3%	16.4%	7.6%	51.5%	39.8%	21.1%	34.0%	-1.9%	Aug '26
Mod Agg-80% Stock	55.78	p	EOD	-0.7%	-0.3%	1.6%	7.0%	14.1%	19.6%	10.8%	65.5%	53.3%	27.0%	45.6%	-1.8%	Aug '26
Aggressive-90% Stock	34.67	p	EOD	-1.1%	-0.3%	1.7%	8.8%	18.6%	20.9%	14.5%	73.2%	56.9%	31.8%	55.4%	-1.8%	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	83308.99	1.9%	-2.6%	7.9%	33.9%	11.8%	-27.7%	-6.3%	-4.8%	210.1%	45.1%	-13.8%	9.2%	-33.2%	Oct '25
Ethereum	2508.40	2.6%	-7.0%	-0.3%	41.4%	5.8%	-40.9%	-11.0%	-15.5%	61.6%	-30.4%	-7.6%	70.3%	-48.1%	Aug '25
BNB	741.59	1.3%	-4.9%	2.0%	30.9%	20.6%	-42.7%	23.1%	-14.1%	259.9%	57.5%	13.5%	34.0%	-43.4%	Oct '25
Solana	107.03	1.4%	-11.4%	4.5%	43.0%	23.5%	-48.6%	-34.2%	-14.0%	390.2%	-27.8%	-36.7%	1.4%	-59.1%	Jan '25
Bitcoin ETF	47.13	0.6%	-2.8%	7.7%	33.8%	13.3%	-28.4%	-6.4%	-5.1%	-	-	-13.8%	8.1%	-33.9%	Oct '25
Grayscale Bitcoin (hi fee)	64.27	0.5%	-2.8%	7.5%	33.3%	12.6%	-29.3%	-7.6%	-6.0%	251.5%	59.3%	-15.5%	6.0%	-34.7%	Oct '25
Bloomberg Commodities	26.54	0.6%	1.5%	0.2%	13.7%	11.0%	42.0%	14.9%	35.9%	56.0%	65.8%	42.5%	57.8%	-1.0%	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	5.56	-0.6%	-1.4%	3.9%	9.1%	13.5%	20.1%	1.1%	14.9%	16.4%	172.6%	16.7%	18.0%	-1.8%	Oct '26
10yr Treasury rate	5.22	-0.4%	-1.0%	4.9%	13.2%	21.4%	28.8%	-9.0%	25.3%	12.7%	236.8%	15.0%	22.4%	-1.8%	Oct '26
5yr Treasury rate	5.01	-0.2%	-0.4%	4.5%	14.8%	27.8%	37.3%	-15.0%	34.5%	7.8%	360.6%	14.6%	27.9%	-1.6%	Sep '26
13-week T-bill	4.06	0.2%	0.5%	3.7%	8.8%	12.6%	5.3%	-15.7%	14.4%	-23.9%	8915.6%	-3.8%	-2.9%	-5.3%	May '25
Crude Oil	94.79	1.1%	6.0%	-5.3%	21.3%	-4.3%	59.3%	-19.9%	65.1%	8.1%	17.8%	31.2%	59.1%	-16.1%	Apr '26
Gold	4184.20	-0.2%	-0.1%	-5.1%	4.5%	-12.2%	1.2%	64.4%	-3.6%	115.5%	133.1%	42.5%	39.9%	-21.3%	Jan '26
USD/EUR	0.89	-0.4%	0.4%	3.6%	1.6%	5.0%	3.2%	-11.4%	4.8%	-	3.5%	-6.7%	-2.0%	-8.6%	Jan '25
USD/JPY	158.28	-0.2%	0.0%	3.1%	-2.6%	-0.6%	3.8%	-0.4%	1.2%	-	39.7%	4.2%	8.5%	-3.4%	Jul '26
S&P 500 Volatility Index	15.27	0.4%	1.7%	-3.6%	-11.0%	-20.1%	-19.8%	-13.8%	2.1%	-21.0%	-18.1%	0.0%	-70.8%	-70.8%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.86		-0.08%	0.1%	-0.1%	0.1%	0.9%	2.5%	6.1%	1.5%	18.3%	18.9%	6.9%	6.1%	-0.6%	Aug '26
Interm Muni- JPMorgan	47.88		0.5%	0.5%	-1.3%	-4.0%	-3.2%	-1.8%	4.3%	-2.6%	9.9%	2.5%	1.0%	3.4%	-4.4%	Jul '26
Interm Bond- Janus MSB	42.57		0.2%	0.7%	-1.5%	-3.2%	-4.1%	-2.1%	8.8%	-3.1%	16.1%	0.0%	4.4%	3.3%	-5.2%	Feb '26
Interm Bond- Vanguard	73.03		0.10%	0.4%	-1.0%	-2.4%	-3.5%	-2.7%	8.5%	-3.1%	14.2%	-1.8%	4.2%	2.7%	-4.9%	Feb '26
Multisector Bond- Intrepid	8.74	p	EOD	0.0%	-0.5%	-0.4%	1.2%	3.9%	8.2%	2.3%	27.6%	32.5%	8.9%	11.8%	-0.9%	Aug '26
Int’l Bond- JPMorgan	46.78		0%	0.1%	-0.4%	-1.8%	-0.9%	0.3%	8.2%	-0.8%	18.2%	13.3%	5.5%	6.1%	-2.6%	Feb '26
Long Bond- Vanguard	68.88		0.01%	0.7%	-2.0%	-4.2%	-6.0%	-6.6%	7.2%	-5.3%	14.0%	-17.1%	0.3%	3.8%	-8.1%	Oct '25
Long CA Muni- PIMCO	8.83	p	EOD	-0.1%	-2.6%	-5.6%	-4.8%	-2.8%	4.4%	-3.8%	11.3%	1.4%	-0.1%	2.7%	-6.1%	Jul '26
Long Muni- iShares	54.49		0.5%	0.7%	-1.3%	-4.2%	-3.5%	-2.1%	3.4%	-3.0%	8.1%	-0.2%	0.7%	4.5%	-4.8%	Feb '26

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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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