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S&P 500

Return

93.0%

[

20.2%

annualized]

Dec 30 2022 - Jul 24 2026

DJIA (Large Value)

Return

56.7%

[

13.4%

annualized]

Dec 30 2022 - Jul 24 2026

Russell 2000 (Small Cap)

Return

66.4%

[

15.3%

annualized]

Dec 30 2022 - Jul 24 2026

Performance Range:

As of Jul 24 10:30 PM EDT, next update at 10:40 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	7411.98	0.05%	-0.6%	0.7%	3.4%	7.2%	16.0%	16.4%	8.3%	62.3%	68.0%	54.5%	107.2%	-2.6%	Jun '26
DJIA (Large Value)	51947.25	0.5%	-0.4%	0.1%	5.5%	5.8%	15.7%	13.0%	8.1%	46.6%	48.2%	42.0%	77.8%	-2.1%	Jul '26
Russell 2000 (Small Cap)	2930.00	-0.3%	-1.1%	-2.6%	5.1%	9.8%	29.6%	11.3%	18.1%	49.0%	32.6%	28.9%	73.6%	-3.1%	Jun '26
NASDAQ Comp (Tech/Growth)	24975.82	-0.6%	-2.1%	-1.5%	0.6%	6.3%	18.3%	20.4%	7.5%	76.6%	68.3%	57.7%	139.8%	-7.8%	Jun '26
Aggregate Bond	97.46	0.12%	-0.8%	-1.8%	-1.8%	-1.4%	2.3%	7.2%	-1.1%	10.9%	-2.3%	-0.7%	16.0%	-2.9%	Feb '26
Corp Bond	106.23	-0.03%	-1.2%	-3.0%	-2.7%	-2.7%	1.2%	7.9%	-2.1%	11.9%	-5.6%	-3.3%	22.6%	-3.8%	Feb '26
High Yield Bond	79.23	0%	-0.5%	-0.8%	-1.0%	-0.4%	3.4%	8.6%	0.2%	24.6%	17.7%	16.7%	36.6%	-1.3%	May '26
Preferred	30.16	0.07%	-0.6%	-0.9%	-3.9%	-4.0%	1.2%	4.9%	-1.0%	15.9%	2.2%	0.2%	23.0%	-4.9%	May '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	51.26	1.9%	1.4%	-1.1%	-1.3%	3.0%	12.6%	9.9%	13.5%	26.5%	38.0%	24.9%	60.3%	-4.0%	Feb '26
Consumer Discretionary/Cyclical	109.41	0.6%	-5.2%	-3.5%	-7.8%	-11.0%	-2.1%	7.4%	-8.2%	30.3%	24.1%	7.9%	62.2%	-12.0%	Jan '26
Financial Services	56.31	0.9%	0.1%	5.4%	9.5%	6.7%	6.6%	14.9%	3.3%	66.3%	68.7%	53.3%	97.3%	-0.8%	Jul '26
Real Estate	100.81	2.1%	0.8%	3.7%	5.8%	12.5%	13.2%	3.3%	15.1%	30.4%	14.4%	3.6%	52.0%	NewNew Peak	Jul '26
Communication Services	106.30	0.9%	-3.9%	0.7%	-8.0%	-8.8%	-0.2%	23.1%	-9.4%	66.4%	33.7%	42.1%	131.8%	-11.2%	Jan '26
Energy	59.62	0.4%	3.4%	10.2%	4.8%	22.0%	40.1%	7.9%	34.2%	51.3%	192.4%	141.7%	67.4%	-4.7%	Mar '26
Industrials	182.66	0.4%	1.8%	-0.8%	5.9%	11.5%	19.1%	19.3%	18.1%	73.5%	89.6%	85.9%	127.3%	-1.6%	Jul '26
Technology	175.88	-1.4%	0.2%	-4.7%	9.8%	21.4%	34.8%	24.6%	22.3%	100.8%	136.1%	107.0%	209.7%	-11.3%	Jun '26
Consumer Staples/Defensive	84.13	1.1%	-1.2%	0.2%	1.1%	2.0%	5.4%	1.5%	8.9%	19.4%	33.5%	22.0%	36.5%	-6.0%	Feb '26
Healthcare	162.57	0.7%	0.9%	4.5%	12.8%	3.7%	20.7%	14.5%	5.5%	25.2%	33.5%	24.9%	41.3%	-1.1%	Jul '26
Utilities	46.29	0.2%	2.5%	1.0%	0.2%	9.5%	11.9%	16.0%	9.2%	47.1%	62.6%	48.5%	67.5%	-2.3%	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	154.30	-0.03%	-0.5%	-0.3%	2.5%	6.3%	18.0%	22.4%	9.1%	63.3%	63.4%	55.7%	111.6%	-3.5%	Jun '26
MSCI Emerging Markets	63.33	-2.0%	0.1%	-6.8%	-0.6%	7.2%	29.8%	34.0%	15.8%	64.3%	35.0%	42.0%	100.0%	-11.1%	Jun '26
FTSE Europe	88.41	0.7%	-0.2%	0.7%	1.6%	2.2%	14.0%	35.8%	6.2%	51.7%	51.8%	47.1%	115.5%	-1.8%	Feb '26
MSCI Japan	91.21	0.12%	0.8%	-2.3%	4.5%	7.9%	25.1%	25.9%	13.0%	58.2%	50.7%	50.6%	105.1%	-5.9%	Jun '26
MSCI India	48.02	0.8%	-1.8%	-2.9%	-3.1%	-6.3%	-10.7%	2.7%	-11.2%	8.7%	15.9%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	53.33	-0.04%	0.7%	5.0%	-7.7%	-15.0%	-8.4%	31.0%	-11.2%	21.8%	-20.4%	-5.8%	44.2%	-19.4%	Oct '25
International Bond	47.80	0.2%	-0.3%	-1.4%	-0.5%	-0.4%	1.0%	2.9%	-0.2%	11.4%	-0.6%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	34.64	-0.6%	1.7%	3.2%	-5.9%	-1.0%	39.7%	52.7%	13.8%	41.2%	63.6%	97.0%	76.8%	-9.1%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
US Large Blend	679.14	0.08%	-0.6%	0.5%	3.5%	7.5%	17.0%	17.8%	8.6%	68.3%	79.7%	64.3%	117.7%	-2.7%	Jun '26
US Large Growth	117.65	-0.8%	-1.4%	-0.4%	-1.8%	0.6%	7.9%	19.8%	-0.5%	76.3%	85.7%	69.4%	144.5%	-8.6%	Jun '26
US Large Value	248.24	0.8%	0.1%	1.6%	9.0%	14.1%	26.3%	15.7%	18.5%	60.5%	71.4%	60.2%	94.4%	-0.5%	Jul '26

US MidCap Blend	80.55	0.3%	0.4%	-0.1%	5.0%	8.3%	15.0%	17.0%	11.4%	66.3%	78.2%	64.3%	112.4%	-0.5%	Jul '26
US MidCap Growth	292.16	-0.9%	-0.4%	-3.4%	3.2%	3.7%	0.2%	10.7%	4.9%	40.4%	25.1%	19.9%	76.9%	-4.7%	Jun '26
US MidCap Value	204.78	1.2%	1.0%	2.5%	6.3%	11.5%	21.9%	12.1%	16.1%	51.4%	62.9%	50.0%	81.3%	NewNew Peak	Jul '26

US Small Blend	295.32	0.2%	-0.3%	-1.4%	4.2%	7.9%	21.0%	8.9%	14.9%	49.3%	44.1%	38.5%	79.6%	-2.6%	Jun '26
US Small Growth	370.23	-1.0%	-1.7%	-5.5%	3.4%	6.8%	26.4%	12.9%	14.7%	51.0%	27.4%	28.5%	82.5%	-6.0%	Jun '26
US Small Value	221.42	0.4%	-0.4%	0.6%	7.0%	13.5%	35.5%	12.4%	22.5%	57.5%	54.1%	43.0%	80.2%	-1.2%	Jul '26

Foreign Large Blend	103.41	0.5%	0.1%	0.3%	1.6%	3.4%	16.0%	31.6%	7.7%	51.4%	50.6%	47.7%	105.4%	-2.1%	Feb '26
Foreign Growth	119.18	0.06%	-0.7%	-3.2%	-0.1%	-0.3%	8.0%	20.7%	4.6%	30.9%	18.0%	15.7%	75.2%	-5.0%	Jun '26
Foreign Value	79.05	0.8%	0.7%	3.8%	3.1%	7.1%	23.8%	42.2%	10.7%	73.3%	87.9%	85.4%	137.8%	-1.1%	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	23.03		0%	0.3%	0.7%	0.0%	-0.1%	0.9%	3.6%	0.7%	18.3%	28.5%	26.1%	31.9%	-0.3%	May '26
Ultra Short- Janus AAA CLO	50.65		0.04%	0.1%	0.0%	0.4%	1.3%	4.1%	5.2%	1.7%	19.3%	25.9%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.39		0.10%	-0.4%	0.4%	-0.6%	-0.8%	2.4%	6.9%	-0.9%	20.2%	27.3%	25.8%	32.1%	-1.3%	May '26
Interval CEF- Cliffwater	10.28	p	EOD	0.1%	0.5%	1.5%	2.7%	6.8%	8.9%	3.2%	33.8%	58.1%	51.9%	45.0%	NewNew Peak	Jul '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	58.28		-0.2%	-0.2%	0.3%	2.2%	7.3%	16.4%	17.7%	9.5%	74.0%	114.5%	104.1%	125.5%	-2.0%	Jul '26
Int’l Min Volatility- Franklin	42.45		0.6%	1.5%	4.4%	4.5%	12.8%	30.3%	27.1%	15.7%	79.9%	114.5%	106.4%	121.6%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.08	p	EOD	0.9%	-2.6%	3.4%	8.9%	21.6%	3.0%	15.7%	69.2%	122.2%	116.0%	122.0%	-5.4%	Jun '26
Small Value- Avantis	125.28		0.4%	-0.1%	0.9%	5.3%	15.8%	33.1%	7.4%	23.2%	59.4%	88.1%	66.7%	91.3%	-0.7%	Jul '26
Mid Value- Pacer Cash Cows	64.89		1.9%	0.0%	4.3%	3.6%	4.9%	15.5%	9.0%	8.2%	35.9%	64.0%	49.5%	61.7%	-0.9%	Jun '26
Growth- S&P Momentum	146.51		-2.2%	1.8%	-8.2%	11.4%	24.6%	28.2%	26.6%	23.1%	162.9%	152.9%	139.2%	194.0%	-9.4%	Jun '26
Invesco S&P Quality	84.80		-0.3%	0.0%	-4.2%	5.0%	10.8%	17.4%	13.2%	13.4%	68.5%	81.8%	68.7%	122.4%	-5.9%	Jun '26
Rotation Factor- BlackRock	67.18		-0.04%	0.3%	0.7%	5.1%	10.8%	20.5%	20.0%	10.8%	85.8%	99.6%	87.2%	153.7%	-1.4%	Jul '26
US Min Volatility- Fidelity	70.10		1.2%	0.1%	4.2%	2.8%	4.3%	10.7%	11.8%	5.5%	42.8%	53.5%	43.5%	75.0%	-0.5%	May '26
Derivative Income- JPMorgan	56.80		0.7%	0.4%	1.3%	-0.1%	0.0%	5.9%	8.1%	2.0%	27.2%	39.4%	32.0%	50.7%	-3.1%	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	17.40	p	EOD	0.4%	1.3%	3.4%	10.0%	10.5%	6.5%	10.1%	31.0%	44.9%	42.5%	42.0%	-0.3%	Jul '26
Multistrategy- AQR	14.85	p	EOD	1.4%	1.8%	2.3%	5.0%	14.9%	16.4%	6.0%	46.3%	77.6%	74.1%	55.6%	-0.5%	Jun '26
Long Short- AQR	20.98	p	EOD	1.4%	2.7%	3.0%	1.6%	15.3%	34.4%	-0.9%	91.5%	180.3%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	15.30	p	EOD	1.7%	2.0%	6.6%	12.8%	26.6%	18.3%	12.9%	76.7%	85.9%	90.9%	91.6%	-0.3%	Jun '26
Multi Strategy- Variant	25.91	p	EOD	0.0%	0.5%	1.3%	3.2%	6.5%	7.2%	3.0%	20.7%	43.0%	37.8%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	75.04		0.4%	0.5%	2.1%	3.0%	5.2%	13.0%	9.1%	5.8%	44.5%	60.9%	51.9%	68.0%	-0.4%	Jul '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)	319.74	0.6%	-7.8%	-7.0%	-7.2%	-2.4%	65.9%	66.0%	2.2%	163.8%	142.4%	122.3%	230.4%	-20.6%	May '26
Meta (Communications)	595.19	-1.8%	-7.9%	9.6%	-11.8%	-9.6%	-16.3%	13.1%	-9.8%	103.7%	62.2%	77.2%	370.5%	-24.5%	Aug '25
Amazon (Cyclical)	232.11	-0.7%	-6.1%	2.2%	-12.1%	-2.9%	0.3%	5.2%	0.6%	79.7%	27.0%	36.2%	105.6%	-15.6%	May '26
Tesla (Cyclical)	313.03	-2.1%	-17.8%	-16.6%	-16.8%	-30.3%	-1.0%	11.4%	-30.4%	18.0%	46.0%	-21.7%	44.1%	-36.1%	Dec '25
Procter & Gamble (Defensive)	147.41	1.0%	-1.7%	-0.7%	-0.5%	-1.1%	-4.9%	-12.3%	4.4%	3.0%	19.0%	1.5%	30.6%	-14.6%	Dec '24
PepsiCo (Defensive)	136.64	1.3%	-0.4%	-2.1%	-12.1%	-4.6%	-2.0%	-1.8%	-3.9%	-21.5%	0.8%	-9.7%	-9.6%	-22.9%	May '23
Coca-Cola (Defensive)	82.25	1.3%	0.8%	2.3%	7.3%	13.6%	21.5%	15.6%	18.5%	43.4%	66.2%	57.4%	65.5%	-3.1%	Jul '26
Exxon Mobil (Energy)	156.94	0.03%	6.5%	14.1%	6.1%	17.8%	46.7%	16.0%	32.2%	64.2%	230.7%	188.5%	80.6%	-7.9%	Mar '26
Chevron (Energy)	194.79	0.2%	4.0%	13.1%	5.2%	18.0%	29.9%	10.1%	29.1%	34.7%	139.7%	93.8%	42.6%	-7.7%	Mar '26
JPMorgan Chase (Financial)	353.21	0.9%	3.6%	5.4%	14.6%	19.2%	20.0%	37.3%	10.7%	139.5%	164.5%	145.0%	270.6%	NewNew Peak	Jul '26
Visa (Financial)	355.74	1.2%	-0.8%	7.6%	15.2%	9.5%	0.4%	11.8%	1.9%	52.5%	48.3%	66.3%	105.5%	-4.0%	Jun '25
Mastercard (Financial)	539.66	1.8%	-0.7%	10.4%	7.0%	3.0%	-4.6%	9.0%	-5.2%	36.7%	41.1%	49.4%	94.4%	-9.5%	Aug '25
Bank of America (Financial)	62.05	1.3%	1.3%	6.6%	19.2%	20.7%	30.2%	28.0%	13.5%	107.0%	85.1%	49.6%	127.4%	NewNew Peak	Jul '26
UnitedHealth (Health)	420.74	-0.7%	-1.3%	1.3%	18.5%	19.0%	52.8%	-33.1%	28.4%	-13.0%	9.3%	-9.7%	-10.1%	-30.2%	Nov '24
Johnson & Johnson (Health)	263.40	1.6%	4.1%	7.6%	15.8%	20.3%	59.5%	47.5%	28.0%	65.8%	75.5%	73.6%	79.5%	-1.4%	Jul '26
Eli Lilly (Health)	1196.03	0.9%	1.4%	6.1%	35.5%	12.8%	48.2%	40.2%	11.7%	167.0%	413.5%	358.4%	279.7%	-3.2%	Jul '26
Union Pacific (Industrials)	307.32	1.0%	1.8%	14.8%	14.4%	34.5%	39.1%	3.9%	33.5%	51.7%	55.5%	36.8%	73.6%	NewNew Peak	Jul '26
Honeywell (Industrials)	243.15	-1.3%	8.1%	5.2%	14.7%	10.9%	17.6%	-6.4%	25.9%	31.2%	24.8%	37.2%	61.7%	-46.5%	Jun '26
Nvidia (IT)	206.84	-0.9%	2.0%	5.7%	-0.7%	10.2%	19.2%	38.9%	10.9%	353.2%	960.0%	588.1%	1701.0%	-12.3%	May '26
Broadcom (IT)	381.92	-2.7%	3.0%	0.8%	-9.7%	19.6%	32.4%	50.6%	10.6%	330.6%	766.9%	522.9%	837.4%	-20.7%	Jun '26
Adobe (IT)	225.11	6.1%	-5.1%	16.4%	-8.3%	-25.2%	-39.3%	-21.3%	-35.7%	-57.1%	-64.0%	-60.1%	-21.3%	-64.5%	Feb '24
Oracle (IT)	114.99	-4.2%	-9.0%	-24.6%	-33.6%	-34.9%	-52.7%	18.1%	-40.6%	0.6%	39.8%	39.0%	88.3%	-64.7%	Sep '25
salesforce.com (IT)	163.66	4.3%	-4.2%	9.0%	-8.1%	-28.1%	-38.8%	-20.2%	-38.1%	-26.5%	-33.1%	-35.0%	16.7%	-55.1%	Dec '24
Linde PLC (Materials)	512.28	1.2%	-0.2%	-1.9%	0.4%	13.8%	9.4%	3.2%	20.5%	35.7%	82.9%	60.3%	97.5%	-6.3%	Jul '26
Sherwin-Williams (Materials)	317.51	2.2%	-4.2%	-6.4%	-6.0%	-8.7%	-6.0%	-3.8%	-1.8%	17.8%	15.8%	-2.7%	62.7%	-19.7%	Nov '24
American Tower (Real Estate)	166.67	1.2%	-2.0%	-1.2%	-6.5%	-5.8%	-25.4%	-0.9%	-4.1%	-1.8%	-32.3%	-33.2%	2.1%	-27.1%	Sep '24
Prologis Inc. (Real Estate)	147.63	1.7%	-1.4%	5.1%	3.9%	17.0%	37.2%	25.1%	16.6%	26.9%	32.4%	1.8%	64.0%	-1.6%	Jul '26
NextEra Energy (Utilities)	89.78	-0.01%	1.1%	2.4%	-5.8%	6.6%	27.6%	15.5%	12.6%	29.1%	31.7%	9.9%	36.3%	-8.3%	Apr '26
Duke Energy (Utilities)	130.52	1.0%	4.4%	2.7%	3.4%	13.1%	12.6%	12.7%	13.3%	53.7%	51.6%	50.1%	75.7%	-1.4%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.81	p	EOD	-0.6%	-1.3%	-0.1%	1.0%	5.9%	9.4%	1.8%	21.0%	9.7%	10.2%	32.1%	-1.5%	Jun '26
Moderate-60% Stock	68.06		0.03%	-0.5%	-1.4%	0.7%	3.3%	11.8%	16.4%	5.2%	40.9%	35.7%	32.1%	67.7%	-2.6%	Jun '26
Mod Agg-80% Stock	54.48	p	EOD	-0.4%	-0.5%	2.3%	5.5%	16.1%	19.6%	8.2%	52.5%	48.5%	43.7%	88.8%	-2.4%	Jun '26
Aggressive-90% Stock	33.87	p	EOD	-0.2%	-0.6%	3.5%	8.4%	21.0%	20.9%	11.9%	58.6%	53.2%	47.1%	96.5%	-2.1%	Jul '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	63997.23	-0.2%	0.2%	7.2%	-17.4%	-28.5%	-45.6%	-6.3%	-26.9%	119.0%	90.6%	37.8%	234.1%	-48.7%	Oct '25
Ethereum	1859.05	-0.03%	1.0%	18.8%	-19.7%	-37.1%	-50.1%	-11.0%	-37.3%	0.1%	-12.5%	-50.6%	43.6%	-61.5%	Aug '25
BNB	565.04	0.2%	-0.5%	0.9%	-11.2%	-36.6%	-28.1%	23.1%	-34.5%	137.6%	88.8%	10.3%	108.5%	-56.9%	Oct '25
Solana	74.10	0.3%	-1.2%	9.7%	-14.1%	-41.8%	-60.3%	-34.2%	-40.5%	218.3%	159.9%	-56.5%	137.8%	-71.7%	Jan '25
Bitcoin ETF	36.35	-0.8%	0.0%	8.4%	-17.4%	-28.3%	-45.2%	-6.4%	-26.8%	-	-	-	-	-49.0%	Oct '25
Grayscale Bitcoin (hi fee)	49.72	-0.9%	0.0%	8.3%	-17.6%	-28.8%	-45.9%	-7.6%	-27.3%	187.1%	102.4%	60.6%	391.0%	-49.5%	Oct '25
Bloomberg Commodities	24.49	-0.6%	2.9%	9.1%	0.0%	14.6%	35.0%	14.9%	25.4%	41.3%	65.0%	59.2%	38.1%	-5.5%	May '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	5.16	-0.2%	1.9%	6.3%	5.0%	6.8%	4.7%	1.1%	6.7%	30.5%	168.2%	156.1%	32.9%	-0.4%	May '26
10yr Treasury rate	4.68	-0.5%	3.0%	6.5%	8.6%	10.4%	6.7%	-9.0%	12.4%	19.6%	263.8%	187.4%	19.9%	-6.2%	Oct '23
5yr Treasury rate	4.43	-0.8%	3.6%	6.3%	12.9%	15.3%	12.0%	-15.0%	18.9%	5.6%	516.4%	224.2%	7.6%	-10.8%	Oct '23
13-week T-bill	3.80	0.1%	2.6%	3.4%	5.9%	6.2%	-10.4%	-15.7%	7.3%	-27.7%	8355.6%	7079.2%	7.7%	-28.9%	Oct '23
Crude Oil	90.47	-1.9%	9.7%	25.8%	-4.2%	48.1%	38.8%	-19.9%	57.6%	13.6%	25.5%	18.9%	3.7%	-19.9%	Apr '26
Gold	4055.70	0.2%	1.1%	0.6%	-14.1%	-18.5%	21.6%	64.5%	-6.2%	106.7%	125.1%	125.4%	142.8%	-23.7%	Jan '26
USD/EUR	0.88	0.01%	0.6%	-0.1%	3.1%	3.3%	-	-11.4%	3.3%	-2.9%	-	0.0%	-14.7%	-9.9%	Jan '25
USD/JPY	163.79	-0.03%	0.9%	1.2%	2.8%	3.3%	-	-0.4%	4.7%	16.2%	-	42.3%	11.6%	NewNew Peak	Jul '26
S&P 500 Volatility Index	18.58	-0.6%	-1.0%	-1.6%	-0.7%	15.5%	24.4%	-13.8%	24.3%	34.1%	8.0%	11.9%	-44.7%	-64.5%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.39		0.04%	-0.2%	-0.4%	-0.2%	0.5%	3.3%	6.1%	0.7%	18.1%	17.8%	18.0%	23.3%	-0.6%	Jun '26
Interm Muni- JPMorgan	49.73		0.2%	-1.0%	-1.7%	-1.3%	-0.8%	4.2%	4.3%	-0.3%	9.0%	3.6%	3.9%	15.4%	-2.2%	Feb '26
Interm Bond- Janus MSB	44.43		0.2%	-0.8%	-2.0%	-2.2%	-1.4%	3.8%	8.8%	-1.1%	13.0%	1.8%	2.5%	19.1%	-3.2%	Feb '26
Interm Bond- Vanguard	75.51		0.12%	-0.8%	-1.7%	-2.1%	-1.6%	1.8%	8.5%	-1.7%	12.3%	-1.9%	0.4%	17.9%	-3.5%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.4%	1.1%	1.9%	6.4%	8.2%	2.7%	29.7%	35.2%	31.7%	38.5%	-0.2%	Jul '26
Int’l Bond- JPMorgan	47.61		-0.06%	-0.8%	-1.6%	-0.8%	-1.2%	2.3%	8.2%	-0.5%	17.0%	13.0%	13.2%	27.1%	-2.4%	Feb '26
Long Bond- Vanguard	72.22		-0.06%	-1.8%	-4.7%	-3.7%	-4.2%	0.5%	7.2%	-3.1%	7.5%	-16.6%	-14.3%	21.0%	-5.9%	Oct '25
Long CA Muni- PIMCO	9.27	p	EOD	-1.3%	-1.7%	-1.2%	-0.8%	4.6%	3.3%	-0.6%	7.7%	-0.7%	-0.4%	14.4%	-2.2%	Feb '26
Long Muni- iShares	56.53		0.10%	-1.0%	-1.8%	-1.4%	-1.1%	4.8%	3.4%	-0.7%	7.2%	1.1%	1.3%	13.1%	-2.5%	Feb '26

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