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S&P 500

Return

61.5%

[

19.9%

annualized]

Dec 29 2023 - Aug 18 2026

DJIA (Large Value)

Return

41.6%

[

14.1%

annualized]

Dec 29 2023 - Aug 18 2026

Russell 2000 (Small Cap)

Return

49.4%

[

16.4%

annualized]

Dec 29 2023 - Aug 18 2026

Performance Range:

As of Aug 18 12:30 PM EDT, next update at 12:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7702.20	-0.6%	-0.3%	3.3%	4.0%	11.9%	19.4%	16.4%	12.5%	76.3%	75.0%	60.6%	115.3%	-1.2%	Aug '26
DJIA (Large Value)	53382.12	-0.1%	-0.8%	2.4%	7.4%	7.5%	18.9%	13.0%	11.1%	54.7%	52.7%	45.9%	82.7%	-1.8%	Aug '26
Russell 2000 (Small Cap)	3028.41	-1.0%	0.0%	2.2%	9.1%	13.9%	32.0%	11.3%	22.0%	62.9%	40.3%	33.3%	79.4%	-1.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26339.68	-1.1%	-0.4%	3.2%	1.0%	15.8%	21.8%	20.4%	13.3%	98.2%	81.3%	66.4%	152.9%	-2.8%	Jun '26
Aggregate Bond	97.33	0.09%	0.0%	-0.5%	0.3%	-1.5%	2.5%	7.2%	-0.3%	14.0%	-1.4%	0.2%	17.0%	-2.1%	Feb '26
Corp Bond	105.75	0.05%	-0.2%	-1.3%	-0.6%	-3.0%	1.0%	7.9%	-1.4%	16.1%	-4.4%	-2.7%	23.4%	-3.1%	Feb '26
High Yield Bond	79.54	-0.08%	0.0%	0.4%	1.5%	1.3%	4.9%	8.6%	2.1%	28.2%	20.7%	18.9%	39.2%	-0.3%	Aug '26
Preferred	30.50	-0.4%	-0.3%	0.9%	-0.8%	-1.7%	2.1%	4.9%	1.4%	21.4%	4.4%	2.7%	26.0%	-2.5%	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	51.91	-0.6%	-2.5%	2.7%	3.8%	-1.3%	18.1%	9.9%	15.4%	36.0%	36.4%	26.9%	63.0%	-2.5%	Aug '26
Consumer Discretionary/Cyclical	117.31	0.5%	-1.6%	1.6%	1.1%	0.6%	2.8%	7.4%	-1.4%	47.8%	38.1%	15.9%	74.3%	-5.4%	Jan '26
Financial Services	57.79	0.4%	0.0%	2.7%	12.1%	10.8%	11.8%	14.9%	6.4%	78.3%	66.9%	57.9%	103.2%	-0.8%	Aug '26
Real Estate	98.31	0.3%	2.0%	-1.7%	4.4%	6.2%	14.9%	3.3%	13.3%	37.6%	12.8%	1.9%	49.5%	-2.6%	Jul '26
Communication Services	111.37	0.5%	0.1%	0.7%	-4.5%	-2.2%	1.8%	23.1%	-4.8%	77.0%	42.9%	49.3%	143.5%	-6.7%	Jan '26
Energy	63.44	1.4%	4.1%	10.0%	5.5%	17.4%	53.8%	7.9%	43.9%	57.2%	223.5%	159.1%	79.5%	NewNew Peak	Aug '26
Industrials	183.98	-1.3%	-0.9%	2.5%	8.0%	5.7%	23.4%	19.3%	19.2%	80.8%	92.4%	87.7%	129.5%	-1.4%	Aug '26
Technology	185.13	-2.7%	-0.5%	5.4%	6.3%	31.7%	39.8%	24.6%	28.9%	128.9%	152.4%	118.2%	226.3%	-6.5%	Jun '26
Consumer Staples/Defensive	85.93	1.5%	1.5%	0.9%	0.7%	-1.2%	7.8%	1.5%	12.0%	27.7%	36.0%	25.5%	40.4%	-3.3%	Feb '26
Healthcare	169.97	1.7%	1.2%	5.5%	17.2%	8.7%	27.3%	14.5%	10.7%	33.8%	36.8%	31.2%	48.4%	NewNew Peak	Aug '26
Utilities	44.43	0.6%	1.8%	-1.6%	1.8%	-1.3%	7.1%	16.0%	5.5%	53.1%	50.1%	43.4%	61.8%	-5.7%	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	160.26	-1.0%	-0.4%	3.4%	4.5%	10.0%	22.0%	22.4%	14.0%	79.7%	71.5%	62.8%	121.2%	-1.4%	Aug '26
MSCI Emerging Markets	65.32	-3.0%	-0.2%	3.2%	1.1%	7.3%	32.6%	34.0%	20.0%	82.8%	45.9%	47.2%	107.3%	-8.3%	Jun '26
FTSE Europe	91.62	-0.5%	-0.7%	3.4%	6.6%	4.2%	19.8%	35.8%	11.6%	68.5%	56.2%	54.5%	126.4%	-1.1%	Aug '26
MSCI Japan	95.51	-2.7%	-0.8%	5.5%	5.6%	5.1%	24.1%	25.9%	18.9%	75.8%	60.1%	58.5%	115.9%	-3.0%	Aug '26
MSCI India	49.42	-0.3%	-1.3%	1.0%	3.3%	-7.3%	-7.6%	2.7%	-8.6%	14.9%	15.6%	7.1%	23.0%	-15.9%	Sep '24
MSCI China	54.93	-0.2%	-1.2%	3.7%	-1.9%	-9.3%	-6.8%	31.0%	-8.0%	36.9%	-9.6%	-2.3%	49.5%	-16.4%	Oct '25
International Bond	47.60	-0.12%	-0.5%	-0.5%	0.5%	-1.3%	1.2%	2.9%	0.1%	12.9%	-0.6%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	33.33	-0.9%	-1.2%	-2.2%	-3.1%	-6.6%	31.9%	52.7%	10.9%	50.3%	67.3%	92.0%	72.3%	-11.4%	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	706.11	-0.6%	-0.3%	3.4%	4.3%	12.6%	20.8%	17.8%	13.3%	83.1%	87.6%	71.3%	127.0%	-1.2%	Aug '26
US Large Growth	123.14	-1.6%	-0.4%	3.1%	-0.7%	9.1%	10.7%	19.8%	4.2%	94.3%	98.1%	77.5%	156.1%	-4.3%	Jun '26
US Large Value	257.31	0.3%	-0.2%	3.7%	10.9%	15.5%	31.9%	15.7%	23.2%	73.3%	76.4%	66.6%	102.1%	-0.5%	Aug '26

US MidCap Blend	83.49	-0.7%	0.5%	4.1%	9.3%	10.7%	21.1%	17.0%	15.9%	83.6%	85.1%	70.8%	120.9%	-1.1%	Aug '26
US MidCap Growth	307.75	-1.5%	0.4%	4.9%	8.4%	12.0%	7.9%	10.7%	10.6%	58.3%	33.7%	26.4%	86.6%	-2.0%	Aug '26
US MidCap Value	209.77	0.03%	0.5%	3.4%	9.9%	9.8%	26.1%	12.1%	19.5%	64.4%	65.0%	54.3%	86.6%	-0.6%	Aug '26

US Small Blend	305.01	-1.0%	-0.4%	3.0%	8.7%	10.5%	25.4%	8.9%	19.0%	62.9%	51.3%	43.4%	86.1%	-1.4%	Aug '26
US Small Growth	389.32	-1.4%	0.0%	3.3%	9.0%	15.5%	30.1%	12.9%	20.7%	70.2%	39.7%	35.3%	92.1%	-1.6%	Aug '26
US Small Value	224.92	-0.7%	0.0%	1.2%	9.5%	13.3%	36.8%	12.4%	24.9%	67.3%	57.8%	45.8%	83.7%	-1.1%	Aug '26

Foreign Large Blend	107.38	-1.0%	-0.7%	3.9%	6.3%	4.5%	20.6%	31.6%	13.6%	69.0%	57.4%	55.8%	116.6%	-1.2%	Aug '26
Foreign Growth	124.89	-1.7%	-1.0%	4.0%	5.7%	3.0%	13.9%	20.7%	10.5%	46.8%	24.0%	22.2%	85.1%	-1.8%	Aug '26
Foreign Value	81.33	-0.4%	-0.3%	3.6%	6.8%	6.2%	27.3%	42.2%	16.9%	92.8%	96.5%	95.8%	151.2%	-1.1%	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	23.08		-0.02%	0.2%	1.1%	2.0%	3.7%	2.9%	3.6%	2.8%	20.5%	31.6%	28.8%	34.8%	NewNew Peak	Aug '26
Ultra Short- Janus AAA CLO	50.60		0%	0.1%	0.4%	1.1%	2.1%	4.8%	5.2%	2.8%	19.7%	27.1%	26.8%	29.1%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.55		-0.1%	0.1%	0.9%	1.2%	2.5%	4.5%	6.9%	1.4%	22.6%	30.7%	28.8%	35.2%	-0.1%	Aug '26
Interval CEF- Cliffwater	10.33	p	EOD	-	0.6%	1.5%	3.1%	6.9%	8.9%	3.7%	33.2%	57.6%	52.6%	45.7%	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	60.09		-0.8%	-0.2%	2.9%	4.3%	10.4%	19.6%	17.7%	13.1%	87.1%	119.6%	110.9%	133.0%	-1.3%	Aug '26
Int’l Min Volatility- Franklin	42.78		-0.05%	-0.3%	2.3%	5.1%	7.2%	30.6%	27.1%	18.5%	90.5%	114.9%	111.2%	126.8%	-0.6%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.47	p	EOD	0.6%	2.3%	6.2%	10.2%	19.9%	3.0%	17.3%	76.9%	126.2%	119.0%	125.1%	-4.0%	Jun '26
Small Value- Avantis	127.12		-0.9%	-0.1%	1.4%	7.7%	11.1%	35.0%	7.4%	25.4%	66.3%	90.7%	69.8%	94.8%	-1.3%	Aug '26
Mid Value- Pacer Cash Cows	70.76		1.2%	0.8%	9.0%	11.5%	10.6%	27.1%	9.0%	18.2%	48.3%	76.9%	63.3%	76.7%	-0.2%	Aug '26
Growth- S&P Momentum	150.62		-2.9%	1.4%	4.7%	6.7%	26.8%	29.4%	26.6%	26.8%	165.9%	164.1%	146.3%	202.7%	-6.8%	Jun '26
Invesco S&P Quality	86.85		-1.0%	1.0%	2.4%	5.3%	9.3%	21.9%	13.2%	16.4%	78.0%	85.7%	73.2%	128.3%	-3.6%	Jun '26
Rotation Factor- BlackRock	69.62		-0.8%	-0.1%	3.9%	5.5%	14.5%	23.3%	20.0%	15.0%	101.1%	107.2%	94.4%	163.4%	-1.0%	Aug '26
US Min Volatility- Fidelity	72.64		0.5%	-0.7%	3.7%	4.4%	7.8%	14.7%	11.8%	9.7%	52.6%	59.5%	49.2%	82.0%	-1.4%	Aug '26
Derivative Income- JPMorgan	57.93		0.3%	0.2%	3.1%	5.3%	1.8%	10.6%	8.1%	6.1%	34.8%	43.5%	37.4%	56.9%	-0.1%	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	17.67	p	EOD	1.1%	2.0%	1.3%	10.5%	10.5%	6.5%	11.8%	32.0%	46.3%	44.7%	44.2%	NewNew Peak	Aug '26
Multistrategy- AQR	15.07	p	EOD	-	2.9%	2.0%	4.4%	14.5%	16.4%	7.6%	46.2%	79.8%	76.7%	57.9%	NewNew Peak	Aug '26
Long Short- AQR	22.33	p	EOD	-	7.9%	7.0%	6.6%	18.9%	34.4%	5.5%	98.1%	194.1%	172.5%	159.8%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.62	p	EOD	-	3.8%	5.1%	15.2%	24.3%	18.3%	15.3%	80.4%	91.9%	94.9%	95.6%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.83	p	EOD	-	0.4%	1.3%	3.1%	6.6%	7.2%	3.5%	20.4%	42.8%	38.4%	29.8%	NewNew Peak	Aug '26
Long Short- First Trust	76.22		-0.2%	0.9%	2.0%	2.9%	7.5%	14.2%	9.1%	7.8%	49.2%	65.5%	54.8%	71.1%	-0.3%	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)	343.94	-0.02%	0.0%	-0.8%	-13.3%	13.5%	69.5%	66.0%	10.0%	172.2%	156.2%	139.3%	255.7%	-14.5%	May '26
Meta (Communications)	552.09	-3.0%	-7.8%	-14.5%	-9.6%	-14.0%	-27.8%	13.1%	-16.2%	96.6%	56.7%	64.5%	336.8%	-29.9%	Aug '25
Amazon (Cyclical)	261.05	-0.10%	-4.1%	5.6%	-1.4%	27.5%	12.8%	5.2%	13.1%	96.0%	63.1%	53.2%	131.2%	-8.1%	Aug '26
Tesla (Cyclical)	337.38	-0.6%	1.4%	-11.4%	-17.7%	-18.0%	0.7%	11.4%	-25.0%	56.6%	46.9%	-15.6%	55.3%	-31.1%	Dec '25
Procter & Gamble (Defensive)	143.84	0.5%	-0.9%	-3.4%	1.8%	-6.9%	-4.9%	-12.3%	2.6%	2.0%	14.1%	-0.2%	28.4%	-16.0%	Dec '24
PepsiCo (Defensive)	140.48	1.6%	1.5%	2.5%	-4.8%	-12.9%	-2.3%	-1.8%	-0.2%	-12.5%	5.3%	-6.1%	-6.1%	-19.9%	May '23
Coca-Cola (Defensive)	88.78	2.1%	2.7%	8.9%	10.0%	13.2%	32.1%	15.6%	28.7%	59.1%	82.2%	71.0%	79.8%	-0.3%	Jul '26
Exxon Mobil (Energy)	164.77	2.1%	3.8%	12.5%	3.3%	10.8%	58.9%	16.0%	39.7%	65.2%	261.0%	204.9%	90.8%	-2.6%	Mar '26
Chevron (Energy)	204.75	1.0%	4.1%	9.3%	5.4%	12.4%	37.3%	10.1%	36.9%	43.0%	156.5%	105.6%	51.3%	-2.1%	Mar '26
JPMorgan Chase (Financial)	359.59	-0.4%	-0.7%	5.4%	20.1%	17.6%	25.7%	37.3%	13.2%	157.9%	161.9%	150.5%	279.0%	-1.5%	Aug '26
Visa (Financial)	365.23	1.8%	0.7%	2.0%	10.0%	14.5%	7.4%	11.8%	4.8%	56.9%	63.8%	71.0%	111.3%	-1.2%	Aug '26
Mastercard (Financial)	575.06	2.3%	2.4%	5.8%	13.9%	9.3%	-0.9%	9.0%	1.2%	49.3%	64.1%	59.5%	107.5%	-3.4%	Aug '25
Bank of America (Financial)	63.64	-0.4%	-0.6%	3.9%	26.2%	20.6%	35.7%	28.0%	17.0%	135.7%	76.3%	54.2%	134.4%	-1.8%	Aug '26
UnitedHealth (Health)	395.16	-0.12%	-1.7%	-7.3%	1.6%	39.0%	31.5%	-33.1%	21.3%	-15.8%	3.4%	-14.7%	-15.1%	-34.1%	Nov '24
Johnson & Johnson (Health)	271.29	3.4%	4.4%	7.2%	19.2%	12.0%	57.8%	47.5%	32.5%	71.7%	76.2%	79.8%	85.9%	NewNew Peak	Aug '26
Eli Lilly (Health)	1217.94	2.9%	0.4%	3.4%	23.4%	19.7%	75.6%	40.2%	13.9%	127.5%	374.6%	367.5%	287.2%	-1.3%	Jul '26
Union Pacific (Industrials)	301.61	0.6%	3.0%	0.0%	10.2%	15.0%	40.2%	3.9%	31.7%	43.2%	50.2%	35.0%	71.2%	-1.9%	Jul '26
Honeywell (Industrials)	227.86	-0.7%	-0.7%	1.6%	0.3%	-8.7%	8.6%	-6.4%	12.9%	31.5%	11.8%	23.0%	44.9%	-11.7%	Mar '26
Nvidia (IT)	219.61	-2.4%	1.0%	8.3%	-1.1%	17.0%	20.8%	38.9%	17.9%	408.2%	1057.4%	631.4%	1814.4%	-6.7%	May '26
Broadcom (IT)	380.76	-3.0%	-8.5%	2.7%	-9.4%	14.6%	25.4%	50.6%	10.4%	378.0%	791.8%	522.0%	836.1%	-20.8%	Jun '26
Adobe (IT)	265.34	4.4%	0.6%	11.8%	3.8%	0.8%	-25.7%	-21.3%	-24.2%	-47.8%	-57.7%	-53.0%	-7.3%	-58.2%	Feb '24
Oracle (IT)	143.85	-1.9%	-1.1%	13.8%	-22.6%	-7.2%	-41.6%	18.1%	-25.5%	28.0%	73.0%	74.5%	136.3%	-55.7%	Sep '25
salesforce.com (IT)	197.76	3.6%	0.1%	15.8%	10.5%	5.8%	-18.3%	-20.2%	-25.0%	-1.8%	-19.9%	-21.2%	41.4%	-45.6%	Dec '24
Linde PLC (Materials)	480.52	1.3%	-2.0%	-6.4%	-5.6%	-0.3%	1.8%	3.2%	13.4%	33.1%	65.9%	50.8%	85.9%	-12.1%	Jul '26
Sherwin-Williams (Materials)	350.40	0.12%	-3.8%	5.8%	16.0%	-3.7%	-1.7%	-3.8%	8.7%	32.9%	21.7%	7.7%	80.0%	-11.1%	Nov '24
American Tower (Real Estate)	175.13	1.7%	3.3%	3.0%	-0.3%	-4.3%	-10.5%	-0.9%	1.7%	10.3%	-27.7%	-29.2%	8.3%	-22.7%	Sep '24
Prologis Inc. (Real Estate)	140.53	-0.06%	0.7%	-6.2%	-0.5%	2.2%	37.6%	25.1%	11.8%	27.3%	22.5%	-2.4%	57.3%	-6.4%	Jul '26
NextEra Energy (Utilities)	86.67	0.5%	1.1%	-2.4%	-1.9%	-3.6%	17.8%	15.5%	9.5%	39.6%	17.1%	6.9%	32.5%	-10.8%	Apr '26
Duke Energy (Utilities)	124.77	1.0%	2.2%	0.7%	2.5%	1.4%	6.3%	12.7%	9.2%	53.2%	41.3%	44.8%	69.4%	-4.9%	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	16.00	p	EOD	0.1%	0.6%	1.5%	1.1%	6.3%	9.4%	3.0%	25.4%	11.1%	11.5%	33.7%	-0.4%	Aug '26
Moderate-60% Stock	69.69		-0.6%	-0.3%	1.9%	3.0%	5.2%	14.3%	16.4%	8.5%	50.8%	40.1%	36.3%	73.1%	-1.0%	Aug '26
Mod Agg-80% Stock	56.63	p	EOD	0.5%	3.6%	4.7%	8.3%	19.4%	19.6%	12.5%	65.7%	54.9%	49.4%	96.2%	-0.4%	Aug '26
Aggressive-90% Stock	35.26	p	EOD	0.9%	3.9%	5.8%	11.3%	24.4%	20.9%	16.5%	72.9%	60.1%	53.2%	104.5%	-0.1%	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	64648.23	0.2%	1.7%	1.2%	-16.0%	-2.7%	-44.4%	-6.3%	-26.1%	148.2%	44.3%	39.2%	237.5%	-48.2%	Oct '25
Ethereum	1912.31	0.01%	1.6%	3.9%	-10.2%	-2.1%	-55.7%	-11.0%	-35.5%	15.1%	-36.7%	-49.2%	47.7%	-60.4%	Aug '25
BNB	602.83	-0.4%	-2.2%	6.2%	-6.3%	-0.3%	-28.9%	23.1%	-30.2%	178.9%	51.4%	17.7%	122.5%	-54.0%	Oct '25
Solana	76.82	1.2%	0.8%	2.4%	-9.9%	-5.8%	-58.0%	-34.2%	-38.3%	260.1%	5.9%	-54.9%	146.5%	-70.7%	Jan '25
Bitcoin ETF	36.62	0.5%	1.9%	0.7%	-15.9%	-2.5%	-44.6%	-6.4%	-26.3%	-	-	-	-	-48.6%	Oct '25
Grayscale Bitcoin (hi fee)	50.04	0.6%	1.9%	0.7%	-16.1%	-3.1%	-45.2%	-7.6%	-26.8%	218.4%	56.8%	61.7%	394.2%	-49.2%	Oct '25
Bloomberg Commodities	24.93	-0.02%	1.7%	4.7%	-2.7%	18.2%	41.4%	14.9%	27.7%	48.8%	72.5%	62.1%	40.6%	-3.8%	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	5.29	-0.3%	1.1%	4.5%	2.8%	12.5%	7.1%	1.1%	9.4%	20.9%	176.5%	162.5%	36.3%	-0.3%	Aug '26
10yr Treasury rate	4.71	-0.3%	0.6%	3.8%	1.9%	15.5%	8.5%	-9.0%	13.2%	10.8%	270.1%	189.4%	20.8%	-5.5%	Oct '23
5yr Treasury rate	4.37	-0.2%	-0.4%	2.2%	2.0%	19.8%	13.3%	-15.0%	17.3%	-0.4%	461.2%	219.9%	6.2%	-12.0%	Oct '23
13-week T-bill	3.70	0.05%	-0.7%	-0.1%	3.8%	2.8%	-10.1%	-15.7%	4.5%	-29.8%	6636.4%	6890.6%	4.9%	-30.7%	Oct '23
Crude Oil	84.35	-0.2%	1.4%	2.3%	-22.4%	29.4%	33.0%	-19.9%	46.9%	3.8%	28.9%	10.9%	-3.3%	-25.3%	Apr '26
Gold	4423.80	0.1%	0.9%	10.2%	-2.8%	-11.3%	32.8%	64.5%	2.3%	134.5%	148.3%	145.8%	164.9%	-16.8%	Jan '26
USD/EUR	0.86	0.01%	-0.4%	-1.2%	0.6%	2.3%	0.7%	-11.4%	1.4%	-	1.0%	-1.8%	-16.2%	-11.6%	Jan '25
USD/JPY	159.60	0.2%	0.2%	-1.7%	0.5%	4.2%	7.9%	-0.4%	2.0%	-	45.3%	38.6%	8.8%	-2.6%	Jul '26
S&P 500 Volatility Index	15.65	3.0%	2.4%	-16.6%	-12.2%	-20.2%	4.4%	-13.8%	4.7%	-9.5%	-27.4%	-5.7%	-53.4%	-70.1%	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	50.44		-0.05%	0.5%	0.3%	1.0%	1.2%	4.0%	6.1%	1.9%	19.0%	19.3%	19.5%	24.8%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.69		-0.2%	-0.4%	-0.7%	0.3%	-0.9%	4.2%	4.3%	0.5%	11.5%	4.6%	4.8%	16.4%	-1.4%	Jul '26
Interm Bond- Janus MSB	44.40		0.05%	0.2%	-0.5%	0.6%	-1.3%	4.2%	8.8%	0.2%	17.0%	3.1%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	75.50		0.06%	0.0%	-0.5%	0.4%	-1.7%	2.0%	8.5%	-0.6%	15.5%	-0.7%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.1%	0.1%	1.6%	2.6%	6.0%	8.2%	3.1%	29.7%	35.3%	32.2%	39.0%	-0.1%	Aug '26
Int’l Bond- JPMorgan	47.81		-0.1%	-0.2%	-0.1%	1.2%	-0.9%	2.9%	8.2%	0.8%	19.5%	14.3%	14.7%	28.8%	-1.0%	Feb '26
Long Bond- Vanguard	71.35		0.11%	-0.6%	-2.5%	-1.6%	-5.2%	-0.3%	7.2%	-2.9%	13.3%	-16.0%	-14.1%	21.2%	-5.8%	Oct '25
Long CA Muni- PIMCO	9.30	p	EOD	-0.3%	-0.6%	0.8%	-0.5%	6.0%	4.4%	1.0%	14.7%	5.2%	5.0%	20.7%	-1.4%	Jul '26
Long Muni- iShares	56.53		-0.2%	-0.5%	-0.8%	0.3%	-1.4%	4.5%	3.4%	0.1%	9.7%	2.1%	2.1%	13.9%	-1.8%	Feb '26

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