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S&P 500

Return

61.0%

[

19.6%

annualized]

Dec 29 2023 - Aug 25 2026

DJIA (Large Value)

Return

42.2%

[

14.2%

annualized]

Dec 29 2023 - Aug 25 2026

Russell 2000 (Small Cap)

Return

48.5%

[

16.0%

annualized]

Dec 29 2023 - Aug 25 2026

Performance Range:

As of Aug 25 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	7677.28	0.3%	-0.4%	3.6%	2.1%	11.1%	18.7%	16.4%	12.2%	74.3%	71.8%	60.1%	114.6%	-1.6%	Aug '26
DJIA (Large Value)	53577.40	0.3%	0.2%	3.1%	6.2%	8.2%	18.0%	13.0%	11.5%	56.0%	52.2%	46.4%	83.4%	-1.4%	Aug '26
Russell 2000 (Small Cap)	3010.02	0.5%	-0.8%	2.7%	3.1%	12.4%	27.6%	11.3%	21.3%	62.4%	36.0%	32.5%	78.3%	-1.9%	Aug '26
NASDAQ Comp (Tech/Growth)	26151.30	0.7%	-0.7%	4.7%	-1.9%	14.3%	21.4%	20.4%	12.5%	92.4%	75.0%	65.2%	151.0%	-3.5%	Jun '26
Aggregate Bond	98.01	0.5%	0.2%	0.9%	0.3%	-1.2%	2.6%	7.2%	0.4%	14.5%	-0.6%	0.9%	17.9%	-1.4%	Feb '26
Corp Bond	106.86	0.6%	0.3%	1.0%	-0.6%	-2.1%	1.6%	7.9%	-0.4%	16.4%	-3.3%	-1.6%	24.7%	-2.1%	Feb '26
High Yield Bond	79.92	0.3%	0.3%	1.4%	1.1%	1.8%	4.8%	8.6%	2.6%	27.9%	20.4%	19.5%	39.8%	NewNew Peak	Aug '26
Preferred	30.68	0.6%	0.3%	2.2%	-0.8%	-0.7%	2.4%	4.9%	2.1%	21.8%	5.2%	3.3%	26.8%	-1.9%	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	53.58	0%	2.0%	4.5%	5.5%	1.9%	18.7%	9.9%	19.1%	40.5%	39.4%	31.0%	68.2%	NewNew Peak	Aug '26
Consumer Discretionary/Cyclical	117.95	-0.3%	-0.5%	7.8%	-1.1%	1.2%	1.7%	7.4%	-0.8%	46.8%	36.4%	16.5%	75.2%	-4.9%	Jan '26
Financial Services	58.31	0.2%	1.4%	3.6%	12.9%	12.0%	10.3%	14.9%	7.4%	79.8%	65.2%	59.3%	105.0%	NewNew Peak	Aug '26
Real Estate	99.25	0.2%	0.6%	-1.5%	3.0%	5.9%	12.8%	3.3%	14.4%	38.1%	13.5%	2.9%	50.9%	-1.7%	Jul '26
Communication Services	113.18	0.8%	1.7%	6.5%	-1.8%	-2.5%	3.2%	23.1%	-3.3%	79.0%	42.9%	51.7%	147.4%	-5.2%	Jan '26
Energy	62.06	-1.7%	-2.4%	4.1%	8.1%	14.3%	45.0%	7.9%	40.7%	55.9%	209.7%	153.4%	75.5%	-2.7%	Aug '26
Industrials	178.40	-0.3%	-2.0%	-2.3%	2.6%	1.5%	18.0%	19.3%	15.6%	74.8%	84.6%	82.0%	122.5%	-4.3%	Aug '26
Technology	181.74	0.9%	-1.0%	3.3%	-1.7%	29.2%	38.9%	24.6%	26.5%	119.7%	141.1%	114.2%	220.4%	-8.2%	Jun '26
Consumer Staples/Defensive	86.52	-1.1%	0.0%	2.8%	4.2%	-1.4%	10.4%	1.5%	12.8%	29.6%	38.0%	26.3%	41.4%	-2.7%	Feb '26
Healthcare	175.29	0.3%	-0.2%	7.8%	18.6%	12.3%	30.1%	14.5%	14.2%	38.1%	41.0%	35.3%	53.0%	-0.2%	Aug '26
Utilities	43.31	0.2%	-1.6%	-6.4%	-3.8%	-7.0%	4.4%	16.0%	2.8%	48.9%	46.8%	39.8%	57.7%	-8.0%	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	161.08	0.5%	0.2%	4.4%	2.7%	9.6%	22.4%	22.4%	14.6%	79.2%	70.7%	63.6%	122.3%	-0.9%	Aug '26
MSCI Emerging Markets	67.25	1.7%	1.7%	6.2%	-1.2%	7.8%	36.6%	34.0%	23.6%	85.7%	48.5%	51.6%	113.5%	-5.6%	Jun '26
FTSE Europe	93.19	0.6%	1.0%	5.4%	5.6%	4.9%	21.8%	35.8%	13.5%	70.8%	59.1%	57.1%	130.3%	NewNew Peak	Aug '26
MSCI Japan	95.63	0.8%	0.9%	4.8%	3.5%	4.0%	26.4%	25.9%	19.1%	74.1%	59.3%	58.7%	116.2%	-2.9%	Aug '26
MSCI India	50.23	1.8%	1.4%	4.6%	3.5%	-4.5%	-4.4%	2.7%	-7.1%	15.6%	16.0%	8.8%	25.0%	-14.5%	Sep '24
MSCI China	55.12	0.3%	-0.5%	3.4%	-1.1%	-6.3%	-8.8%	31.0%	-7.6%	36.0%	-10.1%	-2.0%	50.1%	-16.2%	Oct '25
International Bond	47.91	0.5%	0.4%	0.5%	0.0%	-1.1%	1.7%	2.9%	0.8%	13.1%	0.4%	2.2%	18.3%	-1.3%	Feb '26
iShares Latin America	35.21	1.3%	4.6%	1.6%	0.8%	-3.1%	37.4%	52.7%	17.1%	55.6%	74.1%	102.8%	82.0%	-6.4%	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	704.02	0.3%	-0.4%	3.7%	2.3%	11.7%	20.1%	17.8%	12.9%	81.2%	84.2%	70.8%	126.4%	-1.5%	Aug '26
US Large Growth	121.83	0.7%	-0.7%	3.6%	-3.0%	7.5%	10.0%	19.8%	3.1%	89.0%	91.2%	75.6%	153.4%	-5.3%	Jun '26
US Large Value	258.27	-0.02%	-0.2%	4.0%	8.7%	15.4%	30.7%	15.7%	23.6%	74.3%	75.4%	67.2%	102.9%	-0.2%	Aug '26

US MidCap Blend	82.79	-0.01%	-0.3%	2.8%	5.7%	8.6%	18.9%	17.0%	14.9%	81.7%	79.5%	69.4%	119.0%	-2.0%	Aug '26
US MidCap Growth	303.60	0.5%	-0.7%	3.9%	3.3%	8.7%	6.2%	10.7%	9.1%	55.2%	28.1%	24.7%	84.1%	-3.3%	Aug '26
US MidCap Value	208.78	-0.4%	-0.1%	2.0%	7.5%	8.4%	23.5%	12.1%	18.9%	64.1%	61.9%	53.6%	85.7%	-1.1%	Aug '26

US Small Blend	303.01	0.04%	-1.0%	2.6%	3.8%	9.0%	22.1%	8.9%	18.3%	61.9%	46.8%	42.5%	84.9%	-2.0%	Aug '26
US Small Growth	385.60	0.6%	-1.2%	4.2%	1.7%	13.4%	26.4%	12.9%	19.6%	67.9%	34.0%	34.0%	90.3%	-2.5%	Aug '26
US Small Value	224.64	0.3%	-0.4%	1.5%	5.0%	12.6%	32.0%	12.4%	24.8%	68.7%	54.3%	45.7%	83.5%	-1.2%	Aug '26

Foreign Large Blend	108.81	0.7%	1.1%	5.2%	5.1%	4.7%	22.5%	31.6%	15.1%	70.3%	59.4%	57.9%	119.5%	NewNew Peak	Aug '26
Foreign Growth	126.21	0.9%	0.6%	5.9%	3.5%	3.2%	15.9%	20.7%	11.7%	47.5%	24.7%	23.5%	87.1%	-0.7%	Aug '26
Foreign Value	82.59	0.4%	1.3%	4.5%	6.8%	6.2%	28.9%	42.2%	18.7%	94.7%	100.4%	98.9%	155.1%	NewNew Peak	Aug '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	23.15	0.11%	0.2%	1.1%	2.6%	4.8%	2.9%	3.6%	3.1%	20.3%	31.3%	29.2%	35.1%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.67	-0.02%	0.1%	0.4%	1.1%	2.3%	4.8%	5.2%	2.9%	19.7%	27.2%	26.9%	29.2%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.51	0.05%	-0.3%	0.6%	1.2%	3.5%	4.0%	6.9%	1.2%	21.8%	29.9%	28.5%	35.0%	-0.4%	Aug '26
Interval CEF- Cliffwater	10.34	0%	0.1%	0.6%	1.5%	3.2%	6.8%	8.9%	3.8%	33.1%	57.5%	52.8%	45.9%	NewNew Peak	Aug '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	59.89	0.4%	-0.1%	2.8%	2.3%	9.9%	18.8%	17.7%	12.7%	85.4%	116.0%	110.2%	132.2%	-1.7%	Aug '26
Int’l Min Volatility- Franklin	43.22	0.3%	1.2%	1.8%	5.8%	6.3%	31.1%	27.1%	19.7%	91.3%	118.4%	113.4%	129.1%	NewNew Peak	Aug '26
MidCap 30 - Hennessy (hi fee)	27.42	-0.2%	-1.5%	-1.3%	-2.8%	5.9%	14.8%	3.0%	13.0%	73.4%	113.6%	110.9%	116.8%	-7.6%	Jun '26
Small Value- Avantis	125.43	-0.3%	-0.8%	0.1%	3.7%	10.1%	28.3%	7.4%	23.8%	66.8%	84.3%	67.5%	92.2%	-2.6%	Aug '26
Mid Value- Pacer Cash Cows	72.08	-0.12%	0.6%	11.1%	12.6%	12.3%	27.7%	9.0%	20.4%	52.6%	77.5%	66.3%	80.0%	-0.1%	Aug '26
Growth- S&P Momentum	147.41	0.9%	-0.6%	0.6%	-1.4%	23.4%	26.7%	26.6%	24.1%	160.9%	151.2%	141.0%	196.2%	-8.8%	Jun '26
Invesco S&P Quality	86.08	0.2%	0.0%	1.5%	0.8%	7.4%	20.4%	13.2%	15.4%	74.6%	81.6%	71.7%	126.3%	-4.5%	Jun '26
Rotation Factor- BlackRock	69.06	0.3%	-0.5%	2.8%	2.9%	13.0%	21.8%	20.0%	14.1%	98.0%	101.9%	92.8%	161.3%	-1.8%	Aug '26
US Min Volatility- Fidelity	73.00	-0.08%	0.1%	4.1%	4.5%	8.0%	14.9%	11.8%	10.3%	52.2%	59.1%	50.0%	82.9%	-0.9%	Aug '26
Derivative Income- JPMorgan	58.14	0.09%	0.3%	3.0%	5.5%	1.7%	10.3%	8.1%	6.5%	34.4%	43.5%	37.9%	57.4%	NewNew Peak	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	17.54	-0.5%	-0.5%	0.9%	1.3%	9.7%	9.3%	6.5%	10.9%	31.5%	45.8%	43.7%	43.1%	-0.7%	Aug '26
Multistrategy- AQR	15.07	-0.07%	0.3%	1.5%	2.2%	3.3%	13.9%	16.4%	7.6%	45.7%	81.0%	76.7%	57.9%	-0.3%	Aug '26
Long Short- AQR	22.05	0.3%	-0.1%	4.8%	5.5%	4.8%	17.1%	34.4%	4.2%	96.3%	194.8%	169.0%	156.6%	-1.3%	Aug '26
Mkt Neutral- BlackRock	15.37	-0.07%	-0.7%	0.3%	3.0%	11.2%	21.3%	18.3%	13.4%	77.6%	91.4%	91.8%	92.4%	-1.6%	Aug '26
Multi Strategy- Variant	25.86	0.04%	0.1%	0.5%	1.3%	3.0%	6.5%	7.2%	3.6%	20.7%	42.7%	38.6%	29.9%	NewNew Peak	Aug '26
Long Short- First Trust	76.30	0.5%	0.6%	1.7%	2.4%	7.1%	13.7%	9.1%	7.9%	50.3%	63.6%	54.9%	71.3%	-0.2%	Aug '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)	346.96	-0.3%	0.6%	8.5%	-10.7%	13.0%	68.0%	66.0%	11.0%	169.5%	147.5%	141.4%	258.8%	-13.8%	May '26
Meta (Communications)	570.05	2.0%	4.4%	-4.2%	-6.8%	-13.1%	-24.2%	13.1%	-13.5%	101.4%	57.8%	69.9%	351.0%	-27.6%	Aug '25
Amazon (Cyclical)	261.06	-0.4%	-1.8%	12.5%	-1.6%	25.6%	14.1%	5.2%	13.1%	95.9%	57.5%	53.2%	131.2%	-8.1%	Aug '26
Tesla (Cyclical)	350.25	0.4%	-0.2%	11.9%	-19.2%	-14.3%	-0.4%	11.4%	-22.1%	46.8%	49.9%	-12.4%	61.2%	-28.5%	Dec '25
Procter & Gamble (Defensive)	145.40	-0.8%	0.7%	-1.4%	2.5%	-9.9%	-4.0%	-12.3%	3.7%	2.5%	16.1%	0.9%	29.8%	-15.1%	Dec '24
PepsiCo (Defensive)	142.27	-1.7%	-0.2%	4.1%	-1.3%	-13.4%	0.6%	-1.8%	1.1%	-12.0%	7.8%	-4.9%	-4.9%	-18.9%	May '23
Coca-Cola (Defensive)	91.64	-0.4%	1.4%	11.4%	14.6%	15.4%	37.1%	15.6%	32.8%	65.8%	91.3%	76.5%	85.6%	-0.4%	Aug '26
Exxon Mobil (Energy)	160.64	-2.1%	-2.5%	3.0%	7.9%	9.6%	48.3%	16.0%	36.2%	63.8%	249.9%	197.3%	86.1%	-5.1%	Mar '26
Chevron (Energy)	199.89	-1.6%	-2.9%	3.5%	9.2%	10.5%	32.0%	10.1%	34.8%	42.4%	151.2%	102.5%	49.0%	-3.6%	Mar '26
JPMorgan Chase (Financial)	356.69	0.08%	-0.2%	1.0%	16.8%	17.6%	21.8%	37.3%	12.3%	159.1%	149.9%	148.5%	275.9%	-2.3%	Aug '26
Visa (Financial)	384.14	0.5%	5.1%	8.2%	17.9%	21.8%	10.3%	11.8%	10.2%	62.0%	73.1%	79.9%	122.3%	NewNew Peak	Aug '26
Mastercard (Financial)	599.37	-0.08%	4.5%	11.1%	21.8%	16.8%	1.9%	9.0%	5.5%	51.4%	75.0%	66.2%	116.3%	-0.1%	Aug '26
Bank of America (Financial)	62.43	0.2%	-1.2%	0.6%	20.2%	20.7%	26.9%	28.0%	14.7%	136.1%	67.8%	51.3%	130.0%	-3.7%	Aug '26
UnitedHealth (Health)	396.59	-0.5%	2.1%	-5.7%	5.8%	40.2%	35.5%	-33.1%	21.8%	-13.9%	3.9%	-14.4%	-14.8%	-33.9%	Nov '24
Johnson & Johnson (Health)	273.14	0.5%	0.4%	4.2%	19.2%	13.4%	58.2%	47.5%	34.1%	78.9%	81.2%	81.9%	88.1%	NewNew Peak	Aug '26
Eli Lilly (Health)	1233.66	-1.1%	-3.6%	3.3%	16.0%	21.1%	68.7%	40.2%	15.3%	127.5%	394.0%	373.5%	292.2%	-3.6%	Aug '26
Union Pacific (Industrials)	309.59	-0.09%	2.6%	0.7%	14.8%	17.8%	42.1%	3.9%	35.2%	47.7%	56.8%	38.5%	75.8%	-0.1%	Aug '26
Honeywell (Industrials)	215.68	0.4%	-2.7%	-11.0%	-11.0%	-13.5%	0.0%	-6.4%	6.8%	24.6%	4.7%	16.4%	37.2%	-16.4%	Mar '26
Nvidia (IT)	213.05	2.2%	-2.1%	3.0%	-0.7%	15.4%	17.4%	38.9%	14.4%	363.9%	868.8%	609.5%	1757.2%	-9.5%	May '26
Broadcom (IT)	356.74	-0.6%	-1.6%	-6.6%	-15.3%	11.3%	20.6%	50.6%	3.5%	334.2%	706.7%	482.7%	777.0%	-25.8%	Jun '26
Adobe (IT)	273.92	-0.9%	0.5%	21.7%	13.9%	5.7%	-22.8%	-21.3%	-21.7%	-47.8%	-58.0%	-51.5%	-4.3%	-56.8%	Feb '24
Oracle (IT)	144.76	1.6%	0.7%	25.9%	-24.8%	-3.0%	-37.5%	18.1%	-25.0%	29.2%	74.5%	75.6%	137.8%	-55.4%	Sep '25
salesforce.com (IT)	205.69	-1.6%	-0.2%	25.7%	15.2%	3.6%	-14.9%	-20.2%	-22.0%	-0.1%	-21.9%	-18.1%	47.1%	-43.4%	Dec '24
Linde PLC (Materials)	487.20	-0.6%	1.3%	-4.9%	-5.1%	-1.6%	2.5%	3.2%	15.0%	32.7%	67.5%	52.9%	88.4%	-10.9%	Jul '26
Sherwin-Williams (Materials)	350.45	1.1%	-0.7%	10.6%	12.9%	-2.1%	-3.5%	-3.8%	8.9%	36.0%	21.3%	8.0%	80.4%	-10.9%	Nov '24
American Tower (Real Estate)	178.57	0.10%	2.3%	7.1%	-2.5%	-1.6%	-10.6%	-0.9%	3.7%	11.7%	-26.3%	-27.8%	10.4%	-21.1%	Sep '24
Prologis Inc. (Real Estate)	143.33	-0.02%	1.4%	-2.9%	-1.7%	2.0%	32.9%	25.1%	14.0%	28.6%	26.7%	-0.5%	60.4%	-4.5%	Jul '26
NextEra Energy (Utilities)	84.22	0.1%	-2.0%	-6.2%	-3.2%	-7.1%	15.8%	15.5%	6.4%	35.4%	14.1%	3.9%	28.8%	-13.3%	Apr '26
Duke Energy (Utilities)	121.59	-0.3%	-1.6%	-6.0%	-1.8%	-4.3%	2.1%	12.7%	6.5%	50.3%	40.6%	41.1%	65.1%	-7.3%	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	16.06	0.4%	0.2%	1.5%	0.7%	0.9%	6.4%	9.4%	3.4%	25.3%	11.4%	12.0%	34.2%	-0.1%	Aug '26
Moderate-60% Stock	70.09	0.5%	0.3%	3.0%	1.8%	5.2%	14.5%	16.4%	9.2%	50.6%	40.0%	37.1%	74.1%	-0.4%	Aug '26
Mod Agg-80% Stock	56.46	0.5%	0.3%	3.8%	2.2%	7.0%	18.6%	19.6%	12.1%	64.2%	53.1%	48.9%	95.6%	-0.7%	Aug '26
Aggressive-90% Stock	35.01	0.5%	0.2%	3.6%	2.5%	9.4%	23.3%	20.9%	15.7%	70.6%	56.8%	52.1%	103.1%	-0.8%	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	78969.29	0.6%	14.0%	23.2%	4.1%	17.1%	-29.4%	-6.3%	-9.8%	203.2%	68.2%	70.0%	312.2%	-36.7%	Oct '25
Ethereum	2461.59	0.9%	9.3%	32.3%	18.9%	21.5%	-46.5%	-11.0%	-17.0%	48.9%	-20.6%	-34.6%	90.1%	-49.0%	Aug '25
BNB	695.06	0.2%	10.9%	23.2%	6.0%	11.0%	-19.5%	23.1%	-19.5%	218.4%	45.1%	35.7%	156.5%	-47.0%	Oct '25
Solana	96.95	0.3%	13.6%	31.2%	16.0%	12.9%	-50.5%	-34.2%	-22.1%	375.4%	28.7%	-43.1%	211.1%	-63.0%	Jan '25
Bitcoin ETF	44.72	0.2%	15.3%	23.0%	4.0%	16.9%	-29.1%	-6.4%	-9.9%	-	-	-	-	-37.3%	Oct '25
Grayscale Bitcoin (hi fee)	61.07	0.2%	15.2%	22.8%	3.6%	16.1%	-30.1%	-7.6%	-10.7%	289.7%	78.8%	97.3%	503.1%	-38.0%	Oct '25
Bloomberg Commodities	25.12	-0.8%	0.0%	2.6%	1.9%	16.5%	40.8%	14.9%	28.6%	48.2%	70.6%	63.3%	41.6%	-3.0%	May '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	5.17	-1.1%	-0.4%	0.2%	2.9%	10.8%	5.4%	1.1%	6.9%	20.5%	166.6%	156.6%	33.2%	-2.5%	Aug '26
10yr Treasury rate	4.64	-1.4%	-0.3%	-0.9%	3.2%	15.5%	8.9%	-9.0%	11.4%	9.4%	245.7%	185.0%	18.9%	-7.0%	Oct '23
5yr Treasury rate	4.35	-1.3%	0.0%	-1.7%	4.0%	21.4%	16.3%	-15.0%	16.9%	-1.8%	416.1%	218.8%	5.8%	-12.3%	Oct '23
13-week T-bill	3.70	0.05%	0.1%	-2.6%	3.4%	3.3%	-9.4%	-15.7%	4.5%	-30.3%	8516.3%	6890.6%	4.9%	-30.7%	Oct '23
Crude Oil	80.23	-2.6%	-6.5%	-10.2%	-14.5%	23.0%	26.8%	-19.9%	39.7%	0.5%	19.0%	5.5%	-8.1%	-29.0%	Apr '26
Gold	4705.60	1.5%	4.8%	15.7%	4.6%	-9.1%	38.9%	64.5%	8.8%	146.2%	162.6%	161.5%	181.7%	-11.5%	Jan '26
USD/EUR	0.86	0.09%	0.1%	-2.5%	-0.3%	1.3%	-0.2%	-11.4%	0.7%	-	0.8%	-2.5%	-16.8%	-12.2%	Jan '25
USD/JPY	158.96	-0.2%	0.4%	-3.0%	-0.2%	1.8%	7.8%	-0.4%	1.6%	-	44.4%	38.1%	8.3%	-3.0%	Jul '26
S&P 500 Volatility Index	15.45	-2.5%	3.8%	-16.8%	-9.2%	-17.1%	5.7%	-13.8%	3.3%	-1.5%	-18.0%	-6.9%	-54.0%	-70.5%	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	50.53	0.12%	0.1%	0.6%	1.0%	1.3%	3.9%	6.1%	2.1%	18.7%	19.5%	19.7%	25.0%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.75	0.2%	0.0%	0.3%	-0.1%	-1.2%	4.2%	4.3%	0.6%	12.0%	4.8%	4.9%	16.5%	-1.3%	Jul '26
Interm Bond- Janus MSB	44.71	0.5%	0.1%	1.1%	0.3%	-1.1%	4.2%	8.8%	0.9%	17.5%	3.8%	4.4%	21.4%	-1.3%	Feb '26
Interm Bond- Vanguard	75.90	0.5%	0.2%	0.9%	0.2%	-1.6%	1.9%	8.5%	-0.1%	16.0%	0.2%	2.0%	19.8%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.93	0.11%	0.1%	0.5%	0.9%	3.0%	5.7%	8.2%	3.2%	29.7%	34.9%	32.4%	39.2%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	48.05	0.3%	0.3%	1.2%	0.8%	-0.5%	3.7%	8.2%	1.3%	19.7%	14.9%	15.3%	29.5%	-0.5%	Feb '26
Long Bond- Vanguard	72.69	1.0%	0.4%	1.1%	-1.5%	-3.3%	1.1%	7.2%	-1.1%	13.7%	-14.2%	-12.5%	23.5%	-4.0%	Oct '25
Long CA Muni- PIMCO	9.28	0.11%	-0.1%	0.4%	0.0%	-1.0%	5.6%	4.4%	0.8%	14.9%	5.2%	4.8%	20.5%	-1.7%	Jul '26
Long Muni- iShares	56.56	0.06%	-0.2%	0.3%	-0.2%	-1.7%	4.3%	3.4%	0.1%	10.1%	2.2%	2.1%	14.0%	-1.7%	Feb '26

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