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S&P 500

Return

79.9%

[

21.3%

annualized]

Dec 30 2022 - Jan 14 2026

-1.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

47.9%

[

13.7%

annualized]

Dec 30 2022 - Jan 14 2026

-1.1%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

49.8%

[

14.2%

annualized]

Dec 30 2022 - Jan 14 2026

New Peak

Performance Range:

As of Jan 14 02:20 PM EDT, next update at 02:30 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6905.38	-0.8%	-0.2%	1.1%	3.9%	10.2%	18.2%	16.4%	0.9%	72.7%	81.9%	44.0%	93.0%	-1.0%	Jan '26
DJIA (Large Value)	49033.68	-0.3%	0.1%	1.2%	6.0%	10.3%	15.3%	13.0%	2.0%	42.9%	58.2%	34.0%	67.9%	-1.1%	Jan '26
Russell 2000 (Small Cap)	2638.37	0.2%	2.4%	3.4%	5.7%	17.3%	18.9%	11.3%	6.3%	39.8%	22.4%	16.1%	56.3%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23378.49	-1.4%	-0.9%	0.8%	3.8%	13.3%	22.8%	20.4%	0.6%	111.0%	78.3%	47.7%	124.4%	-2.4%	Oct '25
Aggregate Bond	100.39	0.2%	0.3%	0.9%	0.6%	4.4%	8.9%	7.2%	0.5%	11.9%	-0.6%	1.0%	17.9%	New Peak	Jan '26
Corp Bond	111.01	0.2%	0.4%	1.2%	0.2%	5.1%	10.4%	7.9%	0.7%	14.5%	-1.8%	-0.5%	26.2%	-0.6%	Oct '25
High Yield Bond	80.97	-0.08%	0.1%	1.0%	2.0%	4.1%	9.1%	8.6%	0.4%	26.2%	21.3%	16.9%	36.9%	-0.1%	Jan '26
Preferred	31.71	0.2%	0.9%	2.4%	2.3%	4.9%	8.5%	4.9%	2.4%	18.0%	11.2%	3.7%	27.2%	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	48.88	0.3%	4.7%	8.8%	10.3%	8.5%	15.6%	9.9%	7.8%	23.7%	41.2%	18.6%	52.2%	New Peak	Jan '26
Consumer Discretionary/Cyclical	121.97	-1.8%	0.9%	1.3%	4.3%	10.2%	11.0%	7.4%	2.1%	79.1%	52.0%	20.0%	80.5%	-2.0%	Jan '26
Financial Services	53.96	-0.5%	-3.0%	-1.5%	1.7%	3.4%	13.4%	14.9%	-1.5%	56.7%	87.0%	46.2%	88.1%	-4.3%	Jan '26
Real Estate	90.38	0.3%	2.1%	2.0%	1.8%	1.9%	7.5%	3.3%	2.1%	15.6%	30.0%	-8.1%	34.8%	-3.8%	Nov '24
Communication Services	116.39	-0.4%	-0.6%	0.2%	1.9%	9.5%	23.3%	23.1%	-1.1%	129.6%	87.8%	55.1%	153.0%	-1.9%	Sep '25
Energy	48.38	2.9%	7.2%	7.2%	13.0%	11.7%	9.6%	7.9%	8.2%	19.0%	162.5%	94.9%	35.0%	New Peak	Jan '26
Industrials	163.76	-0.2%	3.0%	4.8%	7.2%	9.3%	23.5%	19.3%	5.6%	67.3%	96.4%	66.2%	103.2%	-0.2%	Jan '26
Technology	143.83	-1.8%	-1.8%	0.2%	2.3%	12.8%	27.1%	24.6%	-0.1%	125.3%	132.3%	69.1%	152.9%	-5.3%	Oct '25
Consumer Staples/Defensive	82.25	1.4%	7.3%	4.4%	4.8%	3.2%	10.5%	1.5%	5.9%	19.3%	42.3%	18.6%	32.7%	New Peak	Jan '26
Healthcare	157.40	0.4%	-1.4%	2.6%	11.0%	17.6%	14.4%	14.5%	1.7%	22.1%	46.2%	20.4%	36.2%	-1.4%	Jan '26
Utilities	43.28	1.0%	3.4%	1.8%	-4.9%	6.0%	17.6%	16.0%	1.4%	33.0%	61.5%	37.9%	55.5%	-6.1%	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	144.31	-0.4%	0.3%	2.7%	5.7%	12.5%	25.7%	22.4%	2.0%	69.7%	69.2%	45.6%	97.9%	-0.7%	Jan '26
MSCI Emerging Markets	57.58	0.12%	1.3%	7.7%	10.3%	20.9%	42.9%	34.0%	5.2%	50.2%	17.5%	29.1%	81.8%	-0.6%	Jan '26
FTSE Europe	85.93	0.2%	0.9%	4.9%	8.4%	11.9%	39.9%	35.8%	2.8%	57.3%	62.3%	42.3%	108.5%	-0.4%	Jan '26
MSCI Japan	85.00	0.7%	2.5%	5.0%	10.2%	21.8%	36.2%	25.9%	5.3%	63.7%	37.3%	40.3%	91.1%	-0.3%	Jan '26
MSCI India	53.11	0.1%	-2.0%	-0.1%	0.6%	-3.3%	4.3%	2.7%	-1.7%	26.2%	36.7%	15.1%	32.2%	-9.6%	Sep '24
MSCI China	63.54	0.03%	2.7%	4.6%	2.8%	15.8%	44.9%	31.0%	5.8%	27.7%	-17.1%	12.3%	71.8%	-4.0%	Oct '25
International Bond	48.63	0.2%	0.2%	0.8%	0.2%	2.1%	4.9%	2.9%	0.6%	14.0%	-0.3%	2.0%	18.2%	-0.2%	Oct '25
iShares Latin America	32.35	1.5%	2.8%	5.5%	19.9%	31.3%	58.7%	52.7%	6.3%	53.0%	50.8%	84.0%	65.1%	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	632.88	-0.8%	-0.2%	1.2%	4.3%	10.8%	19.7%	17.8%	0.9%	80.1%	95.4%	52.6%	102.3%	-1.0%	Jan '26
US Large Growth	467.86	-1.7%	-1.9%	-0.6%	0.7%	9.3%	18.8%	18.3%	-1.1%	112.8%	101.3%	55.9%	129.0%	-4.8%	Oct '25
US Large Value	217.97	0.2%	1.7%	3.4%	7.8%	11.9%	18.8%	15.7%	3.6%	45.8%	69.2%	40.1%	70.0%	New Peak	Jan '26

US MidCap Blend	299.34	-0.03%	1.2%	2.1%	3.0%	6.4%	14.0%	11.6%	3.1%	46.2%	50.9%	25.9%	67.9%	New Peak	Jan '26
US MidCap Growth	284.08	-1.0%	-0.6%	0.6%	-2.7%	-0.3%	10.7%	10.7%	1.8%	53.2%	35.4%	16.3%	71.7%	-4.5%	Oct '25
US MidCap Value	184.70	0.7%	2.5%	3.2%	7.2%	11.6%	16.1%	12.1%	4.1%	38.8%	65.9%	34.5%	62.7%	New Peak	Jan '26

US Small Blend	272.61	0.03%	1.9%	4.2%	7.0%	12.9%	14.0%	8.9%	5.7%	45.3%	40.8%	27.3%	65.1%	New Peak	Jan '26
US Small Growth	343.54	-0.13%	2.0%	3.4%	4.2%	18.3%	20.5%	12.9%	6.4%	52.2%	13.8%	19.2%	69.3%	-0.3%	Jan '26
US Small Value	193.40	0.8%	3.2%	3.8%	8.4%	18.1%	20.7%	12.4%	6.7%	38.3%	47.5%	24.6%	56.9%	New Peak	Jan '26

Foreign Large Blend	99.15	0.3%	1.2%	4.6%	8.1%	13.5%	36.7%	31.6%	3.2%	54.9%	53.4%	41.7%	96.9%	-0.3%	Jan '26
Foreign Growth	118.60	-0.3%	0.7%	5.1%	5.3%	9.0%	26.6%	20.7%	4.1%	39.1%	25.7%	15.1%	74.4%	-1.1%	Jan '26
Foreign Value	73.38	0.9%	2.1%	4.5%	11.1%	18.0%	46.7%	42.2%	2.8%	71.4%	83.6%	72.1%	120.8%	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		-0.02%	0.1%	0.0%	1.4%	0.7%	3.6%	3.6%	0.3%	25.7%	29.9%	25.7%	31.5%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.68		0.04%	0.1%	0.7%	1.5%	2.7%	5.1%	5.2%	0.2%	22.4%	24.9%	23.6%	25.8%	New Peak	Jan '26
Bank Loan- Invesco	21.03		-0.12%	0.0%	0.6%	2.6%	3.5%	6.9%	6.9%	0.2%	26.6%	29.0%	27.1%	33.5%	-0.1%	Jan '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.7%	2.1%	4.0%	8.7%	8.9%	0.2%	37.5%	61.5%	47.5%	40.8%	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	54.06		-0.9%	-0.1%	2.3%	4.9%	10.2%	18.8%	17.7%	1.3%	82.2%	124.2%	88.9%	108.7%	-1.1%	Jan '26
Int’l Min Volatility- Franklin	37.94		1.0%	2.5%	4.1%	10.5%	17.8%	30.7%	27.1%	3.0%	72.4%	111.9%	83.7%	97.3%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.91	p	EOD	3.1%	4.6%	9.1%	12.3%	8.5%	3.0%	6.8%	86.6%	131.0%	99.3%	104.9%	New Peak	Jan '26
Small Value- Avantis	107.66		0.6%	2.4%	2.8%	9.0%	14.2%	12.5%	7.4%	5.6%	42.5%	83.9%	42.9%	64.0%	New Peak	Jan '26
Mid Value- Pacer Cash Cows	62.28		0.7%	1.7%	2.6%	10.9%	12.1%	11.0%	9.0%	3.5%	35.4%	91.9%	43.0%	54.7%	New Peak	Jan '26
Growth- S&P Momentum	118.44		-1.4%	-1.5%	-0.3%	-1.5%	5.2%	25.0%	26.6%	-0.7%	115.8%	137.9%	92.8%	137.0%	-4.4%	Oct '25
Invesco S&P Quality	76.82		-0.6%	0.5%	1.5%	4.8%	8.2%	16.8%	13.2%	2.4%	74.7%	93.5%	52.3%	100.7%	-1.0%	Jan '26
Rotation Factor- BlackRock	60.62		-1.2%	-1.2%	0.1%	3.5%	10.8%	20.5%	20.0%	-0.3%	103.1%	105.6%	68.5%	128.3%	-1.7%	Dec '25
US Min Volatility- Fidelity	67.57		-0.3%	0.7%	1.2%	3.9%	7.8%	14.2%	11.8%	1.2%	49.7%	71.2%	37.7%	68.0%	-0.6%	Jan '26
Derivative Income- JPMorgan	58.21		-0.08%	0.8%	1.6%	4.4%	6.5%	10.0%	8.1%	1.7%	32.9%	59.6%	31.7%	50.3%	-0.2%	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	15.78	p	EOD	-0.3%	0.2%	-0.7%	1.5%	5.6%	6.5%	-0.2%	24.9%	30.7%	29.2%	28.8%	-1.9%	Aug '25
Multistrategy- AQR	14.13	p	EOD	-0.2%	2.2%	4.1%	9.3%	16.4%	16.4%	0.9%	45.7%	78.8%	65.7%	48.0%	-0.2%	Jan '26
Long Short- AQR	20.92	p	EOD	-1.5%	0.3%	7.3%	14.3%	30.9%	34.4%	-1.1%	113.7%	217.8%	155.3%	143.4%	-1.7%	Dec '25
Mkt Neutral- BlackRock	14.79	p	EOD	-0.1%	2.9%	6.5%	11.8%	16.3%	18.3%	1.4%	67.1%	73.9%	71.5%	72.1%	-0.3%	Jan '26
Multi Strategy- Variant	26.28	p	EOD	-0.2%	0.2%	1.5%	3.5%	6.7%	7.2%	-0.2%	22.4%	48.6%	33.6%	25.2%	-0.3%	Jan '26
Long Short- First Trust	70.93		-0.6%	-0.4%	0.3%	3.2%	8.3%	8.4%	9.1%	-0.1%	48.7%	65.1%	43.5%	58.7%	-1.2%	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)	334.65	-0.4%	3.9%	8.2%	36.4%	84.6%	77.1%	66.0%	6.9%	266.0%	289.6%	132.6%	245.6%	-0.4%	Jan '26
Meta (Communications)	616.35	-2.3%	-5.0%	-4.2%	-13.0%	-14.4%	4.0%	13.1%	-6.6%	353.1%	152.7%	83.3%	386.8%	-21.9%	Aug '25
Amazon (Cyclical)	237.78	-2.0%	-1.6%	5.1%	9.9%	5.4%	9.2%	5.2%	3.0%	142.3%	52.1%	39.5%	110.6%	-6.4%	Nov '25
Tesla (Cyclical)	435.92	-2.5%	1.0%	-5.0%	1.6%	37.6%	10.0%	11.4%	-3.1%	256.1%	54.8%	9.0%	100.7%	-11.0%	Dec '25
Procter & Gamble (Defensive)	146.47	1.5%	6.1%	2.5%	-1.1%	-3.4%	-5.9%	-12.3%	2.2%	4.7%	22.2%	-0.6%	27.9%	-16.3%	Dec '24
PepsiCo (Defensive)	145.96	1.7%	6.5%	-3.1%	-2.7%	9.8%	4.7%	-1.8%	1.7%	-8.0%	20.1%	-4.3%	-4.3%	-18.4%	May '23
Coca-Cola (Defensive)	71.54	0.4%	5.9%	1.4%	6.7%	4.5%	18.7%	15.6%	2.3%	27.5%	68.9%	35.9%	43.0%	-1.5%	Nov '25
Exxon Mobil (Energy)	131.05	3.6%	10.6%	10.3%	17.7%	17.1%	23.8%	16.0%	8.9%	28.4%	218.7%	137.7%	48.8%	New Peak	Jan '26
Chevron (Energy)	168.27	2.7%	8.4%	12.2%	11.7%	13.4%	12.2%	10.1%	10.4%	7.5%	117.9%	65.8%	22.0%	New Peak	Jan '26
JPMorgan Chase (Financial)	308.83	-0.7%	-5.6%	-2.6%	2.7%	8.0%	27.4%	37.3%	-3.7%	131.9%	148.4%	113.1%	222.4%	-7.7%	Jan '26
Visa (Financial)	328.61	0.2%	-7.7%	-5.5%	-5.5%	-5.9%	7.1%	11.8%	-6.3%	50.7%	68.8%	52.9%	89.0%	-11.6%	Jun '25
Mastercard (Financial)	545.11	0.02%	-5.9%	-4.5%	-3.9%	-1.2%	7.7%	9.0%	-4.4%	47.7%	71.6%	50.7%	96.1%	-8.7%	Aug '25
Bank of America (Financial)	52.22	-4.3%	-6.1%	-5.3%	4.8%	12.1%	16.7%	28.0%	-5.1%	60.4%	73.4%	25.2%	90.3%	-8.8%	Jan '26
UnitedHealth (Health)	337.54	1.1%	-1.2%	-1.3%	-5.6%	13.8%	-36.4%	-33.1%	2.2%	-27.2%	4.5%	-28.1%	-28.5%	-44.5%	Nov '24
Johnson & Johnson (Health)	217.95	2.0%	5.0%	3.0%	14.9%	40.9%	55.2%	47.5%	5.3%	37.7%	56.4%	42.8%	47.7%	New Peak	Jan '26
Eli Lilly (Health)	1067.64	-0.9%	-3.7%	3.9%	31.6%	34.1%	44.4%	40.2%	-0.7%	202.3%	502.6%	307.8%	237.8%	-3.8%	Nov '25
Union Pacific (Industrials)	227.08	-1.0%	1.2%	-5.4%	0.6%	-1.5%	1.4%	3.9%	-1.8%	14.3%	17.5%	0.6%	27.6%	-8.7%	Aug '24
Honeywell (Industrials)	212.03	0.8%	6.3%	9.5%	8.5%	-4.4%	5.2%	-6.4%	8.7%	10.8%	19.4%	18.4%	39.6%	-5.4%	Jul '25
Nvidia (IT)	181.99	-2.1%	-3.8%	4.0%	1.1%	10.9%	38.2%	38.9%	-2.4%	978.0%	1282.5%	505.4%	1484.5%	-12.1%	Oct '25
Broadcom (IT)	338.52	-4.5%	-1.5%	-5.8%	-1.4%	23.3%	52.0%	50.6%	-2.2%	511.5%	732.4%	450.9%	729.2%	-17.9%	Dec '25
Adobe (IT)	303.35	-2.1%	-10.3%	-14.9%	-9.7%	-17.3%	-26.5%	-21.3%	-13.3%	-11.9%	-34.5%	-46.3%	6.0%	-52.2%	Feb '24
Oracle (IT)	192.06	-5.1%	-0.1%	1.4%	-35.6%	-15.9%	24.1%	18.1%	-1.2%	123.2%	233.9%	131.3%	213.3%	-41.2%	Sep '25
salesforce.com (IT)	237.70	-1.4%	-10.7%	-9.2%	-0.7%	-8.2%	-26.1%	-20.2%	-10.3%	60.9%	11.6%	-5.8%	69.1%	-34.9%	Dec '24
Linde PLC (Materials)	439.89	-0.7%	1.3%	5.7%	-3.9%	-5.5%	4.3%	3.2%	3.2%	36.9%	78.7%	37.2%	69.0%	-8.7%	Sep '25
Sherwin-Williams (Materials)	355.32	-0.2%	7.2%	8.1%	6.2%	3.6%	4.9%	-3.8%	9.7%	48.5%	55.0%	8.7%	81.6%	-10.3%	Nov '24
American Tower (Real Estate)	178.29	2.5%	5.2%	-0.4%	-3.5%	-18.1%	3.2%	-0.9%	1.5%	-15.3%	-4.0%	-29.3%	8.1%	-22.8%	Sep '24
Prologis Inc. (Real Estate)	131.12	0.7%	3.3%	1.5%	14.5%	21.9%	25.6%	25.1%	2.7%	18.3%	57.9%	-10.3%	44.5%	New Peak	Jan '26
NextEra Energy (Utilities)	82.25	0.7%	5.0%	0.7%	-2.2%	11.2%	24.8%	15.5%	2.5%	6.0%	13.3%	0.0%	24.0%	-4.7%	Nov '25
Duke Energy (Utilities)	119.15	1.5%	2.5%	3.3%	-6.0%	2.8%	15.5%	12.7%	1.7%	27.8%	58.1%	34.7%	57.7%	-6.9%	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	15.90	p	EOD	0.3%	1.3%	1.6%	5.6%	11.4%	9.4%	0.8%	22.5%	11.0%	9.2%	30.8%	New Peak	Jan '26
Moderate-60% Stock	65.97		-0.2%	0.3%	2.0%	4.0%	9.4%	19.2%	16.4%	1.5%	43.9%	39.8%	27.5%	61.8%	-0.4%	Jan '26
Mod Agg-80% Stock	51.89	p	EOD	0.8%	2.9%	5.3%	11.5%	23.3%	19.6%	2.3%	56.4%	52.4%	35.8%	78.5%	-0.2%	Jan '26
Aggressive-90% Stock	31.07	p	EOD	0.8%	3.7%	6.3%	13.0%	24.8%	20.9%	2.6%	57.8%	55.2%	35.0%	80.2%	-0.3%	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	97061.80	1.8%	6.3%	7.5%	-14.2%	-19.0%	0.5%	-6.3%	10.9%	387.5%	147.7%	108.9%	406.7%	-22.2%	Oct '25
Ethereum	3354.22	1.0%	5.9%	8.8%	-18.7%	11.3%	4.0%	-11.0%	13.0%	131.1%	175.3%	-10.8%	159.0%	-30.6%	Aug '25
BNB	943.61	0.12%	4.9%	7.0%	-22.1%	36.9%	35.1%	23.1%	9.3%	221.2%	2157.8%	84.3%	248.2%	-28.0%	Oct '25
Solana	146.71	0.9%	7.6%	10.9%	-27.5%	-9.6%	-21.8%	-34.2%	17.9%	702.2%	4375.3%	-13.9%	370.7%	-44.0%	Jan '25
Bitcoin ETF	55.17	3.0%	7.0%	7.8%	-13.7%	-19.1%	0.6%	-6.4%	11.1%	-	-	-	-	-22.6%	Oct '25
Grayscale Bitcoin (hi fee)	75.90	2.9%	6.9%	7.5%	-14.0%	-19.6%	-0.7%	-7.6%	11.0%	642.2%	93.0%	145.2%	649.5%	-22.9%	Oct '25
Bloomberg Commodities	20.55	0.8%	3.2%	5.9%	10.4%	13.1%	16.1%	14.9%	5.2%	17.6%	62.5%	33.6%	15.9%	New Peak	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	4.80	-0.7%	-0.4%	-1.3%	3.7%	-3.6%	-3.8%	1.1%	-0.9%	32.3%	155.9%	137.8%	23.5%	-6.0%	Oct '23
10yr Treasury rate	4.14	-0.8%	0.0%	-1.3%	2.9%	-6.5%	-13.6%	-9.0%	-0.6%	17.9%	266.5%	154.2%	6.0%	-17.0%	Oct '23
5yr Treasury rate	3.72	-0.7%	0.6%	-1.0%	3.1%	-6.8%	-19.1%	-15.0%	-0.2%	2.8%	667.6%	172.2%	-9.7%	-25.1%	Oct '23
13-week T-bill	3.56	-0.08%	1.2%	0.9%	-7.7%	-15.9%	-15.6%	-15.7%	0.3%	-20.7%	4642.7%	6611.3%	0.7%	-33.5%	Oct '23
Crude Oil	61.94	1.3%	10.6%	7.8%	5.5%	-7.5%	-20.1%	-19.9%	7.9%	-22.4%	15.6%	-18.6%	-29.0%	-33.9%	Sep '23
Gold	4643.00	1.2%	4.4%	8.0%	12.2%	38.5%	73.4%	64.5%	7.3%	142.0%	150.9%	158.0%	178.0%	New Peak	Jan '26
EUR/USD	1.16	-0.2%	-0.4%	-0.8%	0.3%	-0.2%	13.4%	12.9%	-0.9%	7.2%	-4.3%	2.4%	19.9%	-1.9%	Sep '25
USD/JPY	158.46	0.3%	1.1%	1.9%	4.4%	7.2%	0.7%	-0.4%	1.3%	22.7%	52.6%	37.6%	8.0%	-2.0%	Jul '24
S&P 500 Volatility Index	17.41	8.9%	13.2%	10.6%	-16.3%	1.2%	-6.9%	-13.8%	16.5%	-5.1%	-25.1%	4.9%	-48.1%	-66.7%	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	50.90		0.01%	0.1%	0.5%	1.1%	2.9%	6.3%	6.1%	0.2%	19.9%	18.3%	17.4%	22.7%	New Peak	Jan '26
Interm Muni- JPMorgan	50.81		0.12%	0.2%	0.9%	1.4%	4.8%	5.7%	4.3%	0.6%	11.3%	6.7%	4.9%	16.5%	New Peak	Jan '26
Interm Bond- Janus MSB	45.98		0.1%	0.4%	1.3%	1.6%	6.0%	11.0%	8.8%	0.6%	14.1%	3.5%	4.2%	21.2%	New Peak	Jan '26
Interm Bond- Vanguard	78.16		0.2%	0.1%	0.7%	0.6%	4.4%	10.2%	8.5%	0.4%	13.9%	0.3%	2.5%	20.4%	-0.2%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	0.2%	0.9%	1.9%	4.8%	8.5%	8.2%	0.4%	30.6%	39.9%	28.8%	35.4%	New Peak	Jan '26
Int’l Bond- JPMorgan	49.03		0.05%	0.2%	1.2%	1.6%	3.8%	9.5%	8.2%	0.7%	19.3%	15.5%	14.5%	28.7%	New Peak	Jan '26
Long Bond- Vanguard	76.83		0.4%	0.8%	1.7%	-0.6%	6.3%	11.0%	7.2%	1.3%	10.2%	-11.1%	-10.4%	26.4%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.0%	0.9%	1.1%	4.9%	5.0%	3.3%	0.4%	10.4%	2.5%	0.6%	15.7%	New Peak	Jan '26
Long Muni- iShares	57.87		0.1%	0.3%	1.2%	1.9%	5.8%	5.7%	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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