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S&P 500

Return

80.8%

[

21.4%

annualized]

Dec 30 2022 - Jan 16 2026

-0.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.9%

[

14.0%

annualized]

Dec 30 2022 - Jan 16 2026

-0.5%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

52.0%

[

14.7%

annualized]

Dec 30 2022 - Jan 16 2026

New Peak

Performance Range:

As of Jan 16 06:50 PM EDT, next update at 07:00 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	6940.01	-0.06%	-0.4%	2.1%	4.7%	10.8%	16.9%	16.4%	1.4%	73.5%	84.2%	44.7%	94.0%	-0.5%	Jan '26
DJIA (Large Value)	49359.33	-0.2%	-0.3%	2.6%	7.4%	11.5%	14.4%	13.0%	2.7%	43.9%	60.2%	34.9%	69.0%	-0.5%	Jan '26
Russell 2000 (Small Cap)	2677.74	0.12%	2.0%	6.3%	8.5%	20.2%	18.1%	11.3%	7.9%	41.9%	26.1%	17.8%	58.7%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23515.39	-0.06%	-0.7%	1.7%	4.2%	13.4%	21.6%	20.4%	1.2%	112.2%	80.9%	48.5%	125.7%	-1.8%	Oct '25
Aggregate Bond	100.05	-0.2%	-0.1%	0.3%	-0.1%	4.2%	7.4%	7.2%	0.2%	11.6%	-1.0%	0.6%	17.5%	-0.3%	Jan '26
Corp Bond	110.57	-0.3%	-0.1%	0.4%	-0.5%	4.9%	8.4%	7.9%	0.3%	14.0%	-2.4%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	81.09	0.06%	0.1%	1.0%	2.2%	4.3%	8.2%	8.6%	0.6%	26.3%	21.7%	17.1%	37.1%	New Peak	Jan '26
Preferred	31.78	-0.13%	0.7%	2.5%	2.8%	5.4%	6.8%	4.9%	2.6%	18.3%	11.8%	3.9%	27.5%	-0.1%	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	48.68	-0.6%	0.9%	8.7%	11.1%	10.0%	13.1%	9.9%	7.3%	23.2%	42.7%	18.1%	51.6%	-0.6%	Jan '26
Consumer Discretionary/Cyclical	122.30	-0.3%	-1.7%	0.5%	5.4%	11.9%	9.1%	7.4%	2.4%	79.6%	53.6%	20.3%	81.0%	-1.8%	Jan '26
Financial Services	54.44	0.13%	-2.3%	0.0%	5.5%	5.4%	10.8%	14.9%	-0.6%	58.1%	91.8%	47.5%	89.7%	-3.5%	Jan '26
Real Estate	92.62	1.2%	3.5%	4.9%	3.2%	5.0%	7.3%	3.3%	4.7%	18.4%	31.7%	-5.9%	38.1%	-1.4%	Nov '24
Communication Services	115.17	-0.9%	-2.3%	-1.0%	1.2%	9.1%	20.7%	23.1%	-2.2%	127.2%	85.3%	53.5%	150.3%	-2.9%	Sep '25
Energy	47.69	0.2%	2.2%	9.8%	12.8%	12.6%	5.7%	7.9%	6.7%	17.3%	169.2%	92.1%	33.1%	-0.8%	Jan '26
Industrials	166.90	0.7%	3.1%	7.3%	10.5%	11.8%	23.5%	19.3%	7.6%	70.5%	102.8%	69.4%	107.1%	New Peak	Jan '26
Technology	145.62	0.11%	-0.4%	2.3%	2.5%	12.9%	27.1%	24.6%	1.1%	128.1%	137.6%	71.2%	156.1%	-4.1%	Oct '25
Consumer Staples/Defensive	82.11	-0.3%	3.6%	4.4%	5.2%	3.7%	9.8%	1.5%	5.7%	19.1%	42.6%	18.4%	32.5%	-0.3%	Jan '26
Healthcare	155.74	-0.8%	-1.0%	1.5%	9.9%	17.0%	12.3%	14.5%	0.6%	20.8%	44.2%	19.2%	34.8%	-2.5%	Jan '26
Utilities	43.39	-0.5%	2.1%	1.6%	-4.9%	7.3%	13.4%	16.0%	1.6%	33.4%	60.3%	38.2%	55.9%	-5.9%	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	145.00	0%	0.2%	3.6%	5.9%	13.1%	24.3%	22.4%	2.5%	70.5%	71.8%	46.3%	98.8%	-0.3%	Jan '26
MSCI Emerging Markets	57.87	-0.4%	1.3%	9.2%	8.3%	20.0%	41.9%	34.0%	5.8%	50.9%	19.7%	29.7%	82.7%	-0.4%	Jan '26
FTSE Europe	86.17	0.3%	0.5%	4.7%	7.7%	13.0%	37.3%	35.8%	3.1%	57.7%	65.6%	42.7%	109.1%	-0.1%	Jan '26
MSCI Japan	85.48	0.07%	1.0%	5.7%	8.8%	23.2%	35.8%	25.9%	5.9%	64.6%	40.5%	41.1%	92.2%	New Peak	Jan '26
MSCI India	52.85	-0.7%	-0.6%	-0.2%	-2.3%	-4.4%	3.5%	2.7%	-2.2%	25.6%	38.7%	14.5%	31.6%	-10.1%	Sep '24
MSCI China	62.52	-1.7%	0.5%	4.7%	-0.2%	12.0%	41.1%	31.0%	4.1%	25.6%	-18.3%	10.5%	69.1%	-5.5%	Oct '25
International Bond	48.54	-0.10%	0.0%	0.4%	-0.3%	1.6%	3.9%	2.9%	0.5%	13.8%	-0.4%	1.9%	17.9%	-0.4%	Oct '25
iShares Latin America	32.50	0.12%	2.0%	8.0%	18.4%	31.1%	57.5%	52.7%	6.7%	53.7%	57.3%	84.9%	65.9%	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	636.09	-0.08%	-0.3%	2.2%	5.0%	11.5%	18.3%	17.8%	1.4%	81.0%	97.8%	53.4%	103.3%	-0.5%	Jan '26
US Large Growth	470.58	-0.02%	-1.2%	0.2%	1.4%	9.3%	17.5%	18.3%	-0.6%	114.1%	103.6%	56.8%	130.3%	-4.2%	Oct '25
US Large Value	218.99	-0.10%	0.6%	4.6%	9.0%	13.5%	17.3%	15.7%	4.1%	46.5%	71.6%	40.8%	70.8%	-0.1%	Jan '26

US MidCap Blend	300.37	-0.3%	0.6%	3.1%	4.4%	7.7%	12.0%	11.6%	3.5%	46.7%	52.4%	26.3%	68.5%	-0.3%	Jan '26
US MidCap Growth	285.35	-0.4%	-0.2%	1.6%	-1.1%	0.7%	8.5%	10.7%	2.2%	53.9%	36.8%	16.8%	72.5%	-4.1%	Oct '25
US MidCap Value	185.27	-0.2%	1.2%	4.4%	8.7%	13.1%	14.3%	12.1%	4.5%	39.2%	67.4%	34.9%	63.2%	-0.2%	Jan '26

US Small Blend	275.53	-0.09%	1.4%	6.4%	9.2%	15.2%	12.9%	8.9%	6.8%	46.9%	44.3%	28.6%	66.9%	-0.1%	Jan '26
US Small Growth	349.46	0.4%	2.1%	6.7%	6.8%	20.6%	19.8%	12.9%	8.2%	54.8%	17.5%	21.3%	72.2%	New Peak	Jan '26
US Small Value	195.37	-0.05%	2.2%	5.9%	11.1%	21.5%	19.6%	12.4%	7.8%	39.7%	51.3%	25.9%	58.6%	-0.1%	Jan '26

Foreign Large Blend	99.53	0.3%	0.7%	4.9%	7.4%	14.7%	34.8%	31.6%	3.6%	55.5%	56.4%	42.2%	97.7%	New Peak	Jan '26
Foreign Growth	119.23	0.3%	0.1%	5.4%	4.5%	10.2%	24.7%	20.7%	4.7%	39.8%	28.2%	15.7%	75.3%	-0.6%	Jan '26
Foreign Value	73.46	0.2%	1.4%	4.4%	10.4%	19.0%	44.8%	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	23.50		0.11%	-0.1%	-0.1%	1.1%	0.5%	3.5%	3.6%	0.3%	25.7%	29.7%	25.7%	31.5%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.75		0.1%	0.2%	0.8%	1.7%	2.9%	5.2%	5.2%	0.3%	22.6%	25.2%	23.7%	26.0%	New Peak	Jan '26
Bank Loan- Invesco	21.06		0.10%	0.0%	0.7%	2.8%	3.6%	6.9%	6.9%	0.3%	26.8%	29.4%	27.3%	33.7%	New Peak	Jan '26
Interval CEF- Cliffwater	10.47	p	EOD	0.1%	0.7%	2.2%	4.0%	8.7%	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	54.44		0.11%	-0.1%	3.3%	6.0%	11.2%	17.8%	17.7%	2.0%	83.5%	128.8%	90.3%	110.1%	-0.4%	Jan '26
Int’l Min Volatility- Franklin	38.00		0.2%	1.5%	4.9%	10.6%	18.9%	30.1%	27.1%	3.2%	72.7%	114.1%	84.0%	97.6%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	26.26	p	EOD	2.5%	7.1%	11.2%	15.3%	9.1%	3.0%	8.2%	89.1%	136.7%	102.0%	107.6%	New Peak	Jan '26
Small Value- Avantis	108.51		-0.4%	1.1%	4.8%	12.2%	17.4%	11.6%	7.4%	6.4%	43.6%	88.7%	44.0%	65.3%	-0.4%	Jan '26
Mid Value- Pacer Cash Cows	61.67		-0.9%	-0.5%	2.6%	10.5%	12.7%	8.6%	9.0%	2.5%	34.1%	91.2%	41.6%	53.2%	-1.0%	Jan '26
Growth- S&P Momentum	120.00		0.2%	0.0%	1.3%	0.1%	6.7%	23.9%	26.6%	0.6%	118.6%	141.9%	95.4%	140.1%	-3.1%	Oct '25
Invesco S&P Quality	77.49		-0.10%	0.2%	2.9%	6.4%	9.8%	15.9%	13.2%	3.3%	76.2%	96.2%	53.6%	102.5%	-0.2%	Jan '26
Rotation Factor- BlackRock	61.12		0.03%	-0.7%	1.2%	4.7%	11.7%	19.7%	20.0%	0.5%	104.8%	108.9%	69.9%	130.2%	-0.9%	Dec '25
US Min Volatility- Fidelity	67.78		0.1%	0.0%	2.1%	5.1%	8.4%	13.2%	11.8%	1.5%	50.1%	71.7%	38.1%	68.5%	-0.3%	Jan '26
Derivative Income- JPMorgan	58.41		-0.03%	0.3%	2.3%	5.5%	7.2%	9.0%	8.1%	2.0%	33.4%	59.9%	32.2%	50.9%	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	-0.2%	-0.6%	-0.2%	0.7%	5.2%	6.5%	-0.5%	24.5%	30.3%	28.8%	28.4%	-2.2%	Aug '25
Multistrategy- AQR	14.12	p	EOD	-0.1%	2.1%	3.5%	9.6%	15.5%	16.4%	0.8%	45.6%	79.2%	65.5%	47.9%	-0.3%	Jan '26
Long Short- AQR	20.78	p	EOD	-1.1%	-0.4%	6.7%	14.3%	29.0%	34.4%	-1.8%	112.2%	216.6%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	14.73	p	EOD	-0.3%	1.9%	6.9%	11.6%	16.4%	18.3%	1.0%	66.5%	73.2%	70.8%	71.4%	-0.7%	Jan '26
Multi Strategy- Variant	26.28	p	EOD	-0.2%	0.2%	1.3%	3.4%	6.7%	7.2%	-0.2%	22.4%	48.6%	33.6%	25.2%	-0.3%	Jan '26
Long Short- First Trust	71.39		0.3%	-0.2%	1.0%	4.4%	9.1%	7.9%	9.1%	0.6%	49.6%	66.7%	44.4%	59.7%	-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)	330.00	-0.8%	0.4%	7.6%	31.3%	80.6%	71.7%	66.0%	5.4%	260.9%	284.9%	129.3%	240.8%	-1.8%	Jan '26
Meta (Communications)	620.25	-0.09%	-5.0%	-5.6%	-12.8%	-11.6%	1.8%	13.1%	-6.0%	356.0%	148.5%	84.5%	389.9%	-21.4%	Aug '25
Amazon (Cyclical)	239.12	0.4%	-3.3%	7.4%	11.5%	7.1%	8.4%	5.2%	3.6%	143.7%	54.1%	40.3%	111.8%	-5.9%	Nov '25
Tesla (Cyclical)	437.50	-0.2%	-1.7%	-10.7%	2.0%	36.0%	5.7%	11.4%	-2.7%	257.4%	58.9%	9.4%	101.4%	-10.7%	Dec '25
Procter & Gamble (Defensive)	144.53	-0.07%	1.9%	-0.5%	-2.7%	-4.7%	-7.6%	-12.3%	0.9%	3.3%	21.5%	-1.9%	26.2%	-17.4%	Dec '24
PepsiCo (Defensive)	146.32	-0.2%	4.6%	-2.7%	-3.2%	10.2%	3.8%	-1.8%	2.0%	-7.8%	20.7%	-4.1%	-4.0%	-18.2%	May '23
Coca-Cola (Defensive)	70.44	-0.06%	-0.1%	0.1%	4.9%	3.2%	16.5%	15.6%	0.8%	25.5%	68.1%	33.8%	40.8%	-3.0%	Nov '25
Exxon Mobil (Energy)	129.89	0.6%	4.2%	13.3%	18.4%	17.8%	21.0%	16.0%	7.9%	27.3%	231.9%	135.6%	47.5%	-0.2%	Jan '26
Chevron (Energy)	166.26	0.06%	2.6%	13.3%	10.8%	13.4%	9.2%	10.1%	9.1%	6.2%	123.3%	63.8%	20.6%	-0.6%	Jan '26
JPMorgan Chase (Financial)	312.47	1.0%	-5.1%	-0.5%	5.1%	10.4%	25.4%	37.3%	-2.6%	134.6%	155.9%	115.6%	226.2%	-6.6%	Jan '26
Visa (Financial)	328.30	0.2%	-6.1%	-4.9%	-1.9%	-5.8%	4.2%	11.8%	-6.4%	50.5%	68.9%	52.8%	88.8%	-11.7%	Jun '25
Mastercard (Financial)	539.49	-0.6%	-6.3%	-4.5%	-1.7%	-2.6%	3.7%	9.0%	-5.4%	46.2%	71.7%	49.1%	94.0%	-9.7%	Aug '25
Bank of America (Financial)	52.97	0.7%	-5.2%	-3.4%	5.6%	16.3%	16.2%	28.0%	-3.7%	62.7%	81.1%	27.0%	93.0%	-7.5%	Jan '26
UnitedHealth (Health)	331.02	-2.3%	-3.8%	-1.0%	-6.6%	14.7%	-33.6%	-33.1%	0.3%	-28.6%	2.2%	-29.5%	-29.8%	-45.5%	Nov '24
Johnson & Johnson (Health)	218.66	-0.4%	7.0%	4.5%	14.5%	34.5%	52.5%	47.5%	5.7%	38.1%	57.2%	43.3%	48.2%	-0.4%	Jan '26
Eli Lilly (Health)	1038.40	0.5%	-2.4%	-1.5%	26.9%	32.0%	38.1%	40.2%	-3.4%	194.1%	473.6%	296.7%	228.5%	-6.4%	Nov '25
Union Pacific (Industrials)	229.49	-0.4%	0.5%	-2.7%	3.0%	0.5%	0.0%	3.9%	-0.8%	15.5%	18.5%	1.6%	29.0%	-7.7%	Aug '24
Honeywell (Industrials)	219.39	2.0%	5.8%	10.7%	15.3%	-0.6%	6.8%	-6.4%	12.5%	14.6%	25.1%	22.6%	44.4%	-2.1%	Jul '25
Nvidia (IT)	186.23	-0.4%	0.7%	4.8%	2.4%	8.7%	39.5%	38.9%	-0.1%	1003.1%	1352.3%	519.5%	1521.4%	-10.0%	Oct '25
Broadcom (IT)	351.71	2.5%	2.0%	3.2%	-0.5%	25.7%	54.7%	50.6%	1.6%	535.3%	776.9%	472.4%	761.5%	-14.7%	Dec '25
Adobe (IT)	296.12	-2.6%	-11.3%	-14.9%	-10.1%	-18.1%	-30.6%	-21.3%	-15.4%	-14.0%	-35.4%	-47.5%	3.5%	-53.3%	Feb '24
Oracle (IT)	191.09	0.7%	-3.7%	1.6%	-38.8%	-20.5%	21.0%	18.1%	-1.7%	122.1%	231.2%	130.1%	211.8%	-41.5%	Sep '25
salesforce.com (IT)	227.11	-2.7%	-12.6%	-10.8%	-7.5%	-11.7%	-28.6%	-20.2%	-14.3%	53.7%	7.8%	-10.0%	61.5%	-37.8%	Dec '24
Linde PLC (Materials)	438.96	-0.2%	-1.2%	3.6%	-0.8%	-3.8%	2.9%	3.2%	2.9%	36.6%	82.2%	36.9%	68.7%	-8.9%	Sep '25
Sherwin-Williams (Materials)	357.83	0.5%	1.3%	9.1%	8.2%	5.8%	1.9%	-3.8%	10.4%	49.5%	54.7%	9.5%	82.9%	-9.7%	Nov '24
American Tower (Real Estate)	183.57	1.1%	8.9%	3.5%	-3.2%	-16.3%	0.0%	-0.9%	4.6%	-12.7%	-3.3%	-27.2%	11.3%	-20.5%	Sep '24
Prologis Inc. (Real Estate)	133.21	0.3%	2.9%	4.4%	10.8%	22.9%	24.4%	25.1%	4.3%	20.2%	56.9%	-8.9%	46.8%	New Peak	Jan '26
NextEra Energy (Utilities)	83.63	1.8%	4.7%	2.8%	-1.0%	13.5%	20.8%	15.5%	4.2%	7.8%	15.8%	1.7%	26.1%	-3.1%	Nov '25
Duke Energy (Utilities)	119.22	0.3%	2.1%	3.1%	-5.6%	3.0%	13.3%	12.7%	1.7%	27.9%	57.5%	34.8%	57.8%	-6.8%	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	0.1%	1.3%	1.4%	5.7%	10.3%	9.4%	0.9%	22.6%	11.2%	9.3%	30.9%	New Peak	Jan '26
Moderate-60% Stock	66.12		-0.06%	0.2%	2.4%	3.9%	9.7%	17.9%	16.4%	1.7%	44.2%	41.0%	27.8%	62.2%	-0.1%	Jan '26
Mod Agg-80% Stock	51.96	p	EOD	0.3%	3.4%	5.2%	11.9%	21.6%	19.6%	2.4%	56.6%	53.9%	36.0%	78.7%	-0.1%	Jan '26
Aggressive-90% Stock	31.12	p	EOD	0.3%	4.3%	6.2%	13.3%	22.9%	20.9%	2.8%	58.0%	56.7%	35.2%	80.5%	-0.1%	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	95468.55	-0.09%	5.5%	8.7%	-11.8%	-19.6%	-4.3%	-6.3%	9.1%	379.5%	159.2%	105.5%	398.3%	-23.5%	Oct '25
Ethereum	3294.38	-0.7%	6.9%	11.1%	-15.4%	-2.3%	-0.4%	-11.0%	11.0%	126.9%	181.1%	-12.4%	154.4%	-31.8%	Aug '25
BNB	937.45	0.7%	4.7%	7.1%	-18.2%	32.4%	32.4%	23.1%	8.6%	219.1%	2191.0%	83.0%	246.0%	-28.5%	Oct '25
Solana	144.75	1.7%	6.6%	12.0%	-21.6%	-16.7%	-31.5%	-34.2%	16.3%	691.5%	4353.7%	-15.0%	364.5%	-44.7%	Jan '25
Bitcoin ETF	54.24	0.4%	6.0%	9.1%	-11.7%	-20.0%	-5.0%	-6.4%	9.2%	-	-	-	-	-23.9%	Oct '25
Grayscale Bitcoin (hi fee)	74.58	0.3%	5.8%	8.9%	-12.1%	-20.6%	-6.3%	-7.6%	9.1%	629.3%	109.9%	140.9%	636.5%	-24.2%	Oct '25
Bloomberg Commodities	20.27	-0.05%	1.4%	5.7%	7.7%	11.1%	13.0%	14.9%	3.8%	16.0%	62.4%	31.8%	14.3%	-0.7%	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	4.84	1.1%	0.4%	0.3%	5.6%	-3.5%	-0.1%	1.1%	0.0%	33.6%	161.2%	140.1%	24.6%	-5.2%	Oct '23
10yr Treasury rate	4.23	1.7%	1.4%	2.0%	6.4%	-5.0%	-8.1%	-9.0%	1.6%	20.5%	285.7%	159.9%	8.4%	-15.2%	Oct '23
5yr Treasury rate	3.83	1.8%	1.9%	3.7%	7.8%	-3.9%	-12.9%	-15.0%	2.8%	5.9%	741.3%	180.4%	-6.9%	-22.8%	Oct '23
13-week T-bill	3.56	-0.2%	1.3%	0.3%	-7.7%	-15.8%	-15.2%	-15.7%	0.3%	-20.7%	4642.7%	6611.3%	0.7%	-33.5%	Oct '23
Crude Oil	59.22	0.05%	0.2%	7.1%	3.1%	-10.8%	-24.7%	-19.9%	3.1%	-25.8%	13.1%	-22.2%	-32.1%	-36.8%	Sep '23
Gold	4601.10	-0.3%	2.5%	6.9%	7.5%	37.2%	67.5%	64.5%	6.4%	139.8%	151.5%	155.7%	175.5%	-0.5%	Jan '26
EUR/USD	1.16	-0.4%	-0.5%	-1.3%	-0.8%	-0.3%	12.7%	12.9%	-1.2%	6.8%	-4.5%	2.0%	19.5%	-2.3%	Sep '25
USD/JPY	158.09	-0.2%	0.8%	2.0%	5.3%	6.8%	1.2%	-0.4%	1.1%	22.4%	52.3%	37.3%	7.7%	-2.2%	Jul '24
S&P 500 Volatility Index	15.86	0.13%	9.5%	-3.8%	-37.3%	-7.6%	-4.5%	-13.8%	6.1%	-13.6%	-34.8%	-4.5%	-52.8%	-69.7%	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	50.84		-0.06%	0.0%	0.3%	0.8%	2.8%	5.9%	6.1%	0.1%	19.8%	18.2%	17.3%	22.5%	-0.1%	Jan '26
Interm Muni- JPMorgan	50.80		0%	0.1%	0.8%	1.1%	5.0%	5.3%	4.3%	0.6%	11.3%	6.6%	4.9%	16.5%	New Peak	Jan '26
Interm Bond- Janus MSB	45.87		-0.2%	-0.2%	0.7%	1.0%	6.0%	9.5%	8.8%	0.4%	13.9%	3.3%	4.0%	20.9%	-0.3%	Jan '26
Interm Bond- Vanguard	77.77		-0.2%	-0.2%	-0.1%	-0.2%	4.0%	8.4%	8.5%	-0.1%	13.3%	-0.3%	2.0%	19.8%	-0.7%	Nov '25
Multisector Bond- Intrepid	9.07	p	EOD	0.1%	1.0%	1.6%	4.8%	8.2%	8.2%	0.6%	30.8%	40.1%	28.9%	35.6%	New Peak	Jan '26
Int’l Bond- JPMorgan	48.99		-0.06%	0.1%	0.9%	1.1%	4.0%	8.7%	8.2%	0.6%	19.2%	15.3%	14.4%	28.5%	-0.1%	Jan '26
Long Bond- Vanguard	76.51		-0.4%	0.1%	0.9%	-1.3%	6.3%	8.5%	7.2%	0.9%	9.7%	-11.7%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	0.1%	0.9%	0.9%	5.6%	4.5%	3.3%	0.5%	10.5%	2.5%	0.7%	15.8%	New Peak	Jan '26
Long Muni- iShares	57.85		-0.03%	0.1%	1.0%	1.4%	6.2%	5.3%	3.4%	0.7%	9.5%	3.5%	2.7%	14.6%	New Peak	Jan '26

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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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