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S&P 500

Return

81.6%

[

21.7%

annualized]

Dec 30 2022 - Jan 15 2026

-0.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.5%

[

14.1%

annualized]

Dec 30 2022 - Jan 15 2026

-0.1%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

52.6%

[

14.9%

annualized]

Dec 30 2022 - Jan 15 2026

New Peak

Performance Range:

As of Jan 15 02:00 PM EDT, next update at 02:10 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	6971.79	0.7%	0.7%	2.3%	4.5%	11.7%	17.2%	16.4%	1.8%	74.3%	85.0%	45.3%	94.9%	-0.1%	Jan '26
DJIA (Large Value)	49549.74	0.8%	0.6%	2.3%	7.1%	12.6%	14.6%	13.0%	3.1%	44.4%	60.8%	35.4%	69.6%	-0.1%	Jan '26
Russell 2000 (Small Cap)	2686.98	1.3%	3.2%	6.2%	6.6%	21.9%	18.7%	11.3%	8.3%	42.4%	26.6%	18.2%	59.2%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23677.69	0.9%	0.8%	2.7%	4.4%	14.5%	21.4%	20.4%	1.9%	113.7%	82.2%	49.5%	127.3%	-1.2%	Oct '25
Aggregate Bond	100.31	-0.04%	0.4%	0.7%	0.6%	4.7%	7.9%	7.2%	0.4%	11.8%	-0.8%	0.9%	17.9%	New Peak	Jan '26
Corp Bond	111.00	-0.02%	0.7%	1.0%	0.1%	5.5%	9.1%	7.9%	0.7%	14.5%	-2.0%	-0.5%	26.1%	-0.6%	Oct '25
High Yield Bond	81.05	0.01%	0.1%	1.0%	1.8%	4.5%	8.3%	8.6%	0.5%	26.3%	21.6%	17.1%	37.0%	New Peak	Jan '26
Preferred	31.84	0.3%	1.5%	2.8%	2.4%	6.0%	6.9%	4.9%	2.9%	18.5%	12.0%	4.1%	27.8%	New Peak	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	49.03	0.6%	3.2%	9.2%	11.1%	11.1%	14.9%	9.9%	8.1%	24.1%	43.7%	18.9%	52.6%	New Peak	Jan '26
Consumer Discretionary/Cyclical	122.99	0.6%	0.1%	1.2%	5.0%	12.7%	9.1%	7.4%	3.0%	80.6%	54.4%	21.0%	82.0%	-1.2%	Jan '26
Financial Services	54.47	0.6%	-2.6%	-0.6%	2.7%	6.2%	11.6%	14.9%	-0.5%	58.2%	91.9%	47.6%	89.8%	-3.4%	Jan '26
Real Estate	91.58	0.8%	2.6%	3.0%	1.7%	4.8%	8.3%	3.3%	3.5%	17.1%	30.3%	-6.9%	36.6%	-2.5%	Nov '24
Communication Services	116.52	-0.10%	-0.8%	0.3%	1.3%	10.7%	21.5%	23.1%	-1.0%	129.9%	87.4%	55.3%	153.3%	-1.8%	Sep '25
Energy	47.83	-0.5%	2.7%	6.7%	11.8%	12.0%	6.8%	7.9%	7.0%	17.7%	170.0%	92.7%	33.5%	-0.5%	Jan '26
Industrials	165.64	0.8%	3.4%	5.9%	8.9%	11.3%	24.1%	19.3%	6.8%	69.2%	101.2%	68.1%	105.5%	New Peak	Jan '26
Technology	146.78	1.4%	1.8%	3.3%	3.4%	14.1%	27.2%	24.6%	2.0%	129.9%	139.5%	72.6%	158.1%	-3.3%	Oct '25
Consumer Staples/Defensive	82.35	0.1%	5.0%	4.2%	4.8%	4.4%	11.0%	1.5%	6.0%	19.4%	43.0%	18.7%	32.9%	New Peak	Jan '26
Healthcare	156.95	-0.6%	-0.7%	1.0%	10.6%	19.4%	13.6%	14.5%	1.4%	21.8%	45.3%	20.1%	35.9%	-1.7%	Jan '26
Utilities	43.69	1.2%	4.1%	1.9%	-5.2%	8.1%	17.0%	16.0%	2.4%	34.3%	61.5%	39.2%	57.0%	-5.2%	Oct '25

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	145.53	0.6%	1.2%	3.5%	6.0%	14.0%	24.8%	22.4%	2.9%	71.2%	72.4%	46.9%	99.5%	New Peak	Jan '26
MSCI Emerging Markets	58.29	0.9%	2.5%	9.3%	9.8%	21.5%	42.8%	34.0%	6.5%	52.0%	20.6%	30.7%	84.1%	New Peak	Jan '26
FTSE Europe	86.10	-0.03%	1.1%	4.4%	8.3%	13.4%	38.3%	35.8%	3.0%	57.6%	65.4%	42.6%	108.9%	-0.2%	Jan '26
MSCI Japan	85.60	0.7%	3.3%	4.7%	9.3%	23.9%	35.1%	25.9%	6.0%	64.9%	40.7%	41.3%	92.4%	New Peak	Jan '26
MSCI India	53.22	-0.05%	-0.9%	0.2%	-1.0%	-3.0%	3.8%	2.7%	-1.5%	26.5%	39.7%	15.3%	32.5%	-9.4%	Sep '24
MSCI China	63.74	0.3%	2.4%	6.0%	2.0%	13.8%	43.8%	31.0%	6.1%	28.1%	-16.7%	12.6%	72.4%	-3.7%	Oct '25
International Bond	48.58	-0.05%	0.1%	0.6%	0.0%	2.0%	4.1%	2.9%	0.5%	13.9%	-0.3%	2.0%	18.1%	-0.3%	Oct '25
iShares Latin America	32.72	0.9%	3.3%	6.3%	19.9%	32.8%	56.8%	52.7%	7.5%	54.7%	58.4%	86.1%	67.0%	New Peak	Jan '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	638.80	0.6%	0.7%	2.3%	4.8%	12.3%	18.6%	17.8%	1.9%	81.8%	98.6%	54.1%	104.1%	-0.1%	Jan '26
US Large Growth	473.16	0.6%	0.0%	0.9%	1.4%	10.3%	17.3%	18.3%	0.0%	115.2%	104.7%	57.7%	131.6%	-3.7%	Oct '25
US Large Value	219.70	0.6%	1.6%	4.1%	8.3%	14.2%	18.4%	15.7%	4.4%	47.0%	72.2%	41.2%	71.4%	New Peak	Jan '26

US MidCap Blend	302.01	0.6%	1.7%	3.0%	3.7%	8.7%	13.9%	11.6%	4.1%	47.5%	53.3%	27.0%	69.4%	New Peak	Jan '26
US MidCap Growth	287.38	0.7%	1.2%	2.0%	-1.6%	1.8%	10.5%	10.7%	3.0%	55.0%	37.7%	17.7%	73.7%	-3.4%	Oct '25
US MidCap Value	185.95	0.6%	2.0%	3.7%	7.7%	14.1%	16.0%	12.1%	4.8%	39.7%	68.0%	35.4%	63.8%	New Peak	Jan '26

US Small Blend	276.77	1.4%	2.8%	6.3%	8.2%	16.5%	14.2%	8.9%	7.3%	47.5%	44.9%	29.2%	67.7%	New Peak	Jan '26
US Small Growth	350.76	1.5%	3.4%	6.8%	4.9%	22.6%	20.6%	12.9%	8.6%	55.4%	18.0%	21.7%	72.8%	New Peak	Jan '26
US Small Value	195.73	1.0%	3.0%	5.5%	8.9%	22.5%	19.8%	12.4%	8.0%	39.9%	51.6%	26.1%	58.8%	New Peak	Jan '26

Foreign Large Blend	99.47	0.2%	1.6%	4.3%	7.9%	15.1%	35.4%	31.6%	3.6%	55.4%	56.3%	42.1%	97.6%	New Peak	Jan '26
Foreign Growth	119.26	0.3%	1.4%	5.1%	5.2%	10.5%	25.8%	20.7%	4.7%	39.9%	28.3%	15.7%	75.4%	-0.5%	Jan '26
Foreign Value	73.46	0.05%	1.7%	3.7%	10.9%	19.7%	45.2%	42.2%	2.9%	71.6%	87.1%	72.3%	121.0%	New Peak	Jan '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	23.49		-0.04%	0.0%	-0.1%	1.2%	0.6%	3.6%	3.6%	0.3%	25.7%	29.6%	25.7%	31.4%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.69		0.04%	0.1%	0.7%	1.5%	2.8%	5.1%	5.2%	0.2%	22.4%	25.0%	23.6%	25.8%	New Peak	Jan '26
Bank Loan- Invesco	21.05		0.02%	0.0%	0.6%	2.6%	3.6%	6.7%	6.9%	0.2%	26.7%	29.3%	27.2%	33.6%	-0.1%	Jan '26
Interval CEF- Cliffwater	10.47	p	EOD	0.2%	0.7%	2.2%	4.1%	8.8%	8.9%	0.3%	37.7%	61.7%	47.6%	41.0%	New Peak	Jan '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	54.61		0.8%	0.9%	3.5%	5.5%	11.8%	17.8%	17.7%	2.3%	84.0%	129.5%	90.9%	110.8%	-0.1%	Jan '26
Int’l Min Volatility- Franklin	37.94		-0.2%	2.0%	3.6%	10.6%	19.1%	29.7%	27.1%	3.0%	72.4%	113.7%	83.7%	97.3%	-0.2%	Jan '26
MidCap 30 - Hennessy (hi fee)	25.76	p	EOD	2.2%	4.5%	7.9%	13.8%	6.7%	3.0%	6.1%	85.5%	132.2%	98.2%	103.7%	-0.6%	Jan '26
Small Value- Avantis	108.75		1.1%	1.5%	3.9%	10.0%	18.0%	11.8%	7.4%	6.6%	43.9%	89.1%	44.3%	65.6%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	62.30		0.03%	0.6%	2.5%	10.8%	14.0%	10.1%	9.0%	3.5%	35.4%	93.1%	43.1%	54.8%	New Peak	Jan '26
Growth- S&P Momentum	120.36		1.2%	1.1%	1.7%	-0.4%	7.2%	24.7%	26.6%	0.9%	119.3%	142.6%	95.9%	140.8%	-2.8%	Oct '25
Invesco S&P Quality	77.76		0.8%	1.7%	2.8%	6.1%	10.5%	16.7%	13.2%	3.6%	76.8%	96.9%	54.2%	103.2%	New Peak	Jan '26
Rotation Factor- BlackRock	61.38		0.8%	0.3%	1.5%	4.2%	12.5%	19.7%	20.0%	0.9%	105.6%	109.8%	70.6%	131.2%	-0.5%	Dec '25
US Min Volatility- Fidelity	67.86		0.2%	0.6%	1.5%	4.2%	9.2%	13.4%	11.8%	1.7%	50.3%	71.9%	38.3%	68.7%	-0.1%	Jan '26
Derivative Income- JPMorgan	58.47		0.2%	0.7%	2.0%	4.9%	7.7%	9.5%	8.1%	2.1%	33.5%	60.0%	32.3%	51.0%	New Peak	Jan '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	15.73	p	EOD	-0.6%	-0.1%	-0.7%	1.1%	5.2%	6.5%	-0.5%	24.5%	30.3%	28.8%	28.4%	-2.2%	Aug '25
Multistrategy- AQR	14.16	p	EOD	0.1%	1.8%	4.2%	10.0%	15.6%	16.4%	1.1%	46.0%	79.7%	66.0%	48.4%	New Peak	Jan '26
Long Short- AQR	20.86	p	EOD	-1.2%	-0.4%	7.3%	14.8%	29.1%	34.4%	-1.4%	113.0%	217.8%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	14.75	p	EOD	-0.3%	2.4%	6.8%	11.5%	15.7%	18.3%	1.2%	66.7%	73.4%	71.0%	71.6%	-0.5%	Jan '26
Multi Strategy- Variant	26.28	p	EOD	-0.2%	0.2%	1.4%	3.5%	6.7%	7.2%	-0.2%	22.4%	48.6%	33.6%	25.2%	-0.3%	Jan '26
Long Short- First Trust	71.43		0.6%	0.4%	0.9%	3.7%	9.2%	7.8%	9.1%	0.6%	49.7%	66.8%	44.5%	59.8%	-0.5%	Dec '25

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)	333.48	-0.7%	2.5%	8.2%	32.9%	83.5%	71.2%	66.0%	6.5%	264.7%	289.0%	131.7%	244.4%	-0.7%	Jan '26
Meta (Communications)	623.62	1.3%	-3.5%	-3.7%	-13.0%	-12.1%	1.4%	13.1%	-5.5%	358.4%	149.8%	85.5%	392.5%	-20.9%	Aug '25
Amazon (Cyclical)	239.02	1.0%	-3.0%	7.4%	10.9%	5.6%	7.0%	5.2%	3.6%	143.6%	54.0%	40.3%	111.7%	-5.9%	Nov '25
Tesla (Cyclical)	442.62	0.8%	1.6%	-6.9%	1.7%	42.4%	3.4%	11.4%	-1.6%	261.6%	60.7%	10.7%	103.7%	-9.6%	Dec '25
Procter & Gamble (Defensive)	144.99	-0.9%	2.4%	-0.1%	-1.0%	-3.7%	-6.8%	-12.3%	1.2%	3.7%	21.9%	-1.6%	26.6%	-17.2%	Dec '24
PepsiCo (Defensive)	146.66	0.5%	5.2%	-3.0%	-2.0%	11.8%	5.3%	-1.8%	2.2%	-7.6%	21.0%	-3.9%	-3.8%	-18.0%	May '23
Coca-Cola (Defensive)	70.54	-1.3%	1.7%	-0.6%	5.9%	3.2%	17.6%	15.6%	0.9%	25.7%	68.4%	34.0%	41.0%	-2.8%	Nov '25
Exxon Mobil (Energy)	129.93	-0.2%	5.7%	10.3%	17.4%	17.2%	20.8%	16.0%	8.0%	27.3%	232.0%	135.7%	47.5%	-0.2%	Jan '26
Chevron (Energy)	166.91	-0.2%	4.8%	11.4%	11.0%	13.2%	10.3%	10.1%	9.5%	6.6%	124.2%	64.5%	21.0%	-0.2%	Jan '26
JPMorgan Chase (Financial)	310.42	0.8%	-5.9%	-2.6%	2.0%	9.3%	25.5%	37.3%	-3.2%	133.0%	154.3%	114.2%	224.0%	-7.2%	Jan '26
Visa (Financial)	328.46	-0.2%	-6.7%	-5.3%	-4.8%	-5.0%	4.6%	11.8%	-6.3%	50.6%	69.0%	52.9%	88.9%	-11.7%	Jun '25
Mastercard (Financial)	541.78	-0.9%	-6.5%	-4.7%	-3.6%	-1.3%	4.3%	9.0%	-5.0%	46.8%	72.5%	49.7%	94.9%	-9.3%	Aug '25
Bank of America (Financial)	52.81	0.6%	-6.0%	-4.5%	1.5%	15.7%	14.7%	28.0%	-4.0%	62.2%	80.5%	26.6%	92.5%	-7.7%	Jan '26
UnitedHealth (Health)	337.58	0.8%	-2.7%	-1.0%	-5.9%	17.2%	-36.3%	-33.1%	2.3%	-27.2%	4.3%	-28.1%	-28.5%	-44.5%	Nov '24
Johnson & Johnson (Health)	218.98	0.2%	6.4%	2.2%	15.3%	43.1%	55.7%	47.5%	5.8%	38.3%	57.5%	43.5%	48.4%	New Peak	Jan '26
Eli Lilly (Health)	1033.00	-3.8%	-4.8%	-2.7%	25.2%	34.3%	39.4%	40.2%	-3.9%	192.5%	470.6%	294.6%	226.8%	-6.9%	Nov '25
Union Pacific (Industrials)	229.41	1.0%	-0.2%	-4.6%	2.2%	0.5%	1.7%	3.9%	-0.8%	15.4%	18.5%	1.6%	28.9%	-7.8%	Aug '24
Honeywell (Industrials)	214.50	0.7%	4.5%	8.6%	13.1%	-2.2%	5.9%	-6.4%	9.9%	12.1%	22.4%	19.8%	41.2%	-4.3%	Jul '25
Nvidia (IT)	189.44	3.4%	2.4%	7.5%	5.3%	11.0%	39.1%	38.9%	1.6%	1022.1%	1377.3%	530.1%	1549.3%	-8.5%	Oct '25
Broadcom (IT)	344.85	1.5%	3.7%	1.7%	-1.7%	23.2%	52.6%	50.6%	-0.4%	522.9%	759.8%	461.2%	744.7%	-16.3%	Dec '25
Adobe (IT)	303.95	-0.2%	-10.3%	-13.4%	-8.1%	-16.5%	-27.2%	-21.3%	-13.2%	-11.7%	-33.6%	-46.1%	6.2%	-52.1%	Feb '24
Oracle (IT)	192.58	-0.5%	1.8%	4.4%	-36.4%	-17.7%	22.9%	18.1%	-0.9%	123.8%	233.8%	131.9%	214.2%	-41.1%	Sep '25
salesforce.com (IT)	233.65	-2.5%	-10.3%	-8.1%	-1.1%	-9.0%	-26.8%	-20.2%	-11.8%	58.2%	11.0%	-7.4%	66.2%	-36.0%	Dec '24
Linde PLC (Materials)	440.60	0.1%	0.2%	5.7%	-2.0%	-3.7%	4.3%	3.2%	3.3%	37.1%	82.9%	37.4%	69.3%	-8.6%	Sep '25
Sherwin-Williams (Materials)	355.74	0.4%	4.3%	8.3%	7.2%	5.4%	3.5%	-3.8%	9.8%	48.7%	53.8%	8.8%	81.8%	-10.2%	Nov '24
American Tower (Real Estate)	180.85	1.9%	6.2%	1.3%	-3.9%	-15.9%	3.8%	-0.9%	3.0%	-14.0%	-4.8%	-28.3%	9.7%	-21.7%	Sep '24
Prologis Inc. (Real Estate)	132.56	0.3%	3.2%	2.2%	8.8%	24.1%	27.3%	25.1%	3.8%	19.6%	56.1%	-9.3%	46.1%	New Peak	Jan '26
NextEra Energy (Utilities)	82.27	0.4%	3.5%	0.8%	-3.5%	11.7%	22.4%	15.5%	2.5%	6.0%	14.0%	0.0%	24.0%	-4.7%	Nov '25
Duke Energy (Utilities)	119.00	0.3%	1.4%	1.9%	-6.7%	3.4%	15.8%	12.7%	1.5%	27.6%	57.2%	34.5%	57.5%	-7.0%	Oct '25

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	15.91	p	EOD	0.4%	1.3%	1.6%	5.9%	10.5%	9.4%	0.9%	22.6%	11.2%	9.3%	30.9%	New Peak	Jan '26
Moderate-60% Stock	66.29		0.3%	0.9%	2.5%	4.1%	10.2%	18.3%	16.4%	2.0%	44.6%	41.4%	28.1%	62.6%	New Peak	Jan '26
Mod Agg-80% Stock	51.83	p	EOD	0.6%	2.8%	4.7%	11.9%	21.5%	19.6%	2.2%	56.2%	53.5%	35.7%	78.3%	-0.3%	Jan '26
Aggressive-90% Stock	31.02	p	EOD	0.7%	3.6%	5.6%	13.3%	22.7%	20.9%	2.5%	57.5%	56.2%	34.7%	79.9%	-0.4%	Jan '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	95889.45	-1.1%	5.3%	11.0%	-13.4%	-18.6%	-4.6%	-6.3%	9.6%	381.6%	160.4%	106.4%	400.5%	-23.1%	Oct '25
Ethereum	3292.09	-1.9%	6.0%	11.1%	-17.4%	4.8%	-4.6%	-11.0%	11.0%	126.8%	180.9%	-12.5%	154.2%	-31.9%	Aug '25
BNB	932.15	-1.8%	4.5%	8.6%	-19.8%	35.1%	30.5%	23.1%	8.0%	217.3%	2178.0%	82.0%	244.0%	-28.9%	Oct '25
Solana	141.77	-3.4%	2.5%	11.0%	-26.9%	-13.5%	-31.1%	-34.2%	13.9%	675.2%	4262.0%	-16.8%	354.9%	-45.9%	Jan '25
Bitcoin ETF	54.37	-1.9%	5.5%	11.7%	-13.9%	-17.8%	-4.0%	-6.4%	9.5%	-	-	-	-	-23.7%	Oct '25
Grayscale Bitcoin (hi fee)	74.83	-1.9%	5.5%	11.6%	-14.2%	-18.3%	-5.2%	-7.6%	9.5%	631.8%	110.6%	141.7%	639.0%	-24.0%	Oct '25
Bloomberg Commodities	20.33	-0.4%	1.8%	5.0%	8.6%	12.0%	13.3%	14.9%	4.1%	16.3%	62.9%	32.2%	14.6%	-0.4%	Jan '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	4.78	-0.2%	-1.5%	-1.4%	3.1%	-4.6%	-1.9%	1.1%	-1.1%	32.1%	158.2%	137.4%	23.2%	-6.2%	Oct '23
10yr Treasury rate	4.15	0.3%	-0.7%	-0.7%	2.6%	-7.5%	-10.8%	-9.0%	-0.3%	18.3%	278.5%	155.0%	6.4%	-16.8%	Oct '23
5yr Treasury rate	3.75	0.9%	0.4%	0.5%	3.4%	-7.4%	-15.6%	-15.0%	0.8%	3.8%	724.6%	174.9%	-8.8%	-24.4%	Oct '23
13-week T-bill	3.57	0.1%	1.7%	0.8%	-7.6%	-15.8%	-15.2%	-15.7%	0.5%	-20.6%	4653.3%	6626.4%	0.9%	-33.3%	Oct '23
Crude Oil	59.03	-4.8%	2.2%	3.9%	1.3%	-11.3%	-26.2%	-19.9%	2.8%	-26.1%	12.7%	-22.4%	-32.4%	-37.0%	Sep '23
Gold	4623.20	-0.07%	3.9%	7.3%	10.7%	38.8%	70.4%	64.5%	6.9%	141.0%	152.7%	156.9%	176.8%	-0.1%	Jan '26
EUR/USD	1.16	-0.2%	-0.5%	-1.0%	-0.2%	0.1%	12.7%	12.9%	-1.1%	7.0%	-4.4%	2.2%	19.7%	-2.1%	Sep '25
USD/JPY	158.49	-0.4%	1.1%	1.7%	5.0%	6.5%	0.3%	-0.4%	1.3%	22.7%	52.6%	37.6%	8.0%	-1.9%	Jul '24
S&P 500 Volatility Index	15.40	-8.1%	-0.3%	-6.7%	-25.4%	-11.4%	-4.5%	-13.8%	3.0%	-16.1%	-36.7%	-7.2%	-54.1%	-70.6%	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	50.88		-0.05%	0.0%	0.4%	1.0%	3.0%	6.1%	6.1%	0.1%	19.9%	18.3%	17.4%	22.6%	New Peak	Jan '26
Interm Muni- JPMorgan	50.83		0.03%	0.2%	1.0%	1.4%	5.0%	5.4%	4.3%	0.6%	11.3%	6.7%	5.0%	16.6%	New Peak	Jan '26
Interm Bond- Janus MSB	45.95		-0.11%	0.5%	1.1%	1.4%	6.3%	9.8%	8.8%	0.6%	14.0%	3.5%	4.1%	21.1%	-0.1%	Jan '26
Interm Bond- Vanguard	78.05		-0.08%	0.2%	0.5%	0.5%	4.6%	9.1%	8.5%	0.2%	13.7%	0.0%	2.3%	20.2%	-0.3%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	0.0%	0.8%	1.5%	4.8%	8.2%	8.2%	0.4%	30.6%	39.9%	28.8%	35.4%	New Peak	Jan '26
Int’l Bond- JPMorgan	49.06		0.04%	0.3%	1.1%	1.4%	4.1%	8.8%	8.2%	0.7%	19.4%	15.5%	14.6%	28.7%	New Peak	Jan '26
Long Bond- Vanguard	76.94		0.11%	1.3%	1.7%	-0.4%	7.0%	9.4%	7.2%	1.4%	10.4%	-11.2%	-10.3%	26.6%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.0%	0.9%	0.9%	5.2%	4.5%	3.3%	0.4%	10.4%	2.4%	0.6%	15.7%	New Peak	Jan '26
Long Muni- iShares	57.87		0.07%	0.3%	1.2%	1.7%	6.1%	5.6%	3.4%	0.7%	9.5%	3.5%	2.7%	14.6%	New Peak	Jan '26

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Russell 2000 (Small Cap)

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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Jan '26

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Jan '26