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S&P 500

Return

85.8%

[

13.1%

annualized]

Dec 31 2020 - Jan 12 2026

New Peak

DJIA (Large Value)

Return

62.0%

[

10.1%

annualized]

Dec 31 2020 - Jan 12 2026

New Peak

Russell 2000 (Small Cap)

Return

33.5%

[

5.9%

annualized]

Dec 31 2020 - Jan 12 2026

New Peak

Performance Range:

As of Jan 12 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	6977.27	0.2%	1.1%	2.2%	6.5%	11.5%	19.7%	16.4%	1.9%	75.2%	83.6%	45.5%	95.1%	New Peak	Jan '26
DJIA (Large Value)	49590.20	0.2%	1.3%	2.3%	9.0%	11.8%	18.2%	13.0%	3.2%	45.0%	59.6%	35.5%	69.8%	New Peak	Jan '26
Russell 2000 (Small Cap)	2635.69	0.4%	3.4%	3.3%	10.1%	17.9%	20.4%	11.3%	6.2%	40.5%	23.9%	16.0%	56.2%	New Peak	Jan '26
NASDAQ Comp (Tech/Growth)	23733.90	0.3%	1.4%	2.3%	6.9%	15.3%	23.9%	20.4%	2.1%	115.7%	81.6%	49.9%	127.8%	-0.9%	Oct '25
Aggregate Bond	100.11	-0.05%	0.1%	0.6%	0.7%	4.1%	8.5%	7.2%	0.2%	11.2%	-0.7%	0.7%	17.6%	-0.2%	Nov '25
Corp Bond	110.51	-0.12%	0.0%	0.7%	0.4%	4.6%	9.7%	7.9%	0.3%	13.6%	-1.9%	-0.9%	25.6%	-1.0%	Oct '25
High Yield Bond	81.04	0.05%	0.2%	1.1%	2.8%	4.2%	9.3%	8.6%	0.5%	26.3%	21.8%	17.1%	37.0%	New Peak	Jan '26
Preferred	31.62	0.2%	0.9%	2.2%	2.9%	4.3%	8.3%	4.9%	2.1%	18.1%	12.6%	3.4%	26.9%	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	48.52	0.5%	4.2%	8.0%	12.3%	7.1%	18.8%	9.9%	7.0%	23.6%	38.3%	17.7%	51.1%	New Peak	Jan '26
Consumer Discretionary/Cyclical	124.52	0.09%	3.5%	3.4%	9.1%	12.9%	13.8%	7.4%	4.3%	84.6%	54.2%	22.5%	84.3%	New Peak	Jan '26
Financial Services	55.29	-0.8%	-1.5%	1.0%	6.4%	6.7%	18.5%	14.9%	0.9%	61.8%	92.3%	49.9%	92.8%	-2.0%	Jan '26
Real Estate	89.59	0.1%	1.0%	1.1%	2.6%	1.7%	8.8%	3.2%	1.2%	13.9%	31.3%	-8.9%	33.7%	-4.6%	Nov '24
Communication Services	117.55	-0.3%	-0.2%	1.2%	4.5%	11.6%	24.2%	23.1%	-0.1%	132.7%	89.3%	56.7%	155.5%	-0.9%	Sep '25
Energy	46.34	-0.7%	-1.2%	2.7%	9.7%	5.8%	8.4%	7.9%	3.6%	14.2%	157.1%	86.9%	29.4%	-1.2%	Jan '26
Industrials	163.17	0.8%	2.1%	4.5%	9.2%	9.5%	26.0%	19.3%	5.2%	66.6%	94.7%	65.6%	102.5%	New Peak	Jan '26
Technology	146.79	0.4%	1.5%	2.3%	5.6%	15.1%	29.1%	24.6%	2.0%	130.6%	136.5%	72.6%	158.1%	-3.3%	Oct '25
Consumer Staples/Defensive	80.18	1.2%	3.7%	1.8%	3.5%	0.7%	7.9%	1.5%	3.2%	16.9%	38.3%	15.7%	29.4%	-2.2%	Aug '25
Healthcare	157.38	0.04%	1.5%	2.6%	11.2%	17.4%	14.7%	14.5%	1.7%	22.7%	46.1%	20.5%	36.3%	-1.4%	Jan '26
Utilities	42.58	0.2%	-0.3%	0.2%	-4.9%	4.8%	15.9%	16.0%	-0.3%	30.4%	61.5%	35.7%	53.0%	-7.6%	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	145.38	0.4%	1.2%	3.4%	8.1%	13.5%	27.0%	22.4%	2.7%	71.7%	70.7%	46.6%	99.3%	New Peak	Jan '26
MSCI Emerging Markets	57.94	1.4%	1.9%	8.4%	13.1%	21.8%	44.4%	34.0%	5.9%	52.1%	19.5%	29.8%	82.9%	New Peak	Jan '26
FTSE Europe	86.24	0.5%	1.2%	5.3%	9.9%	12.2%	40.3%	35.8%	3.1%	58.5%	63.5%	42.8%	109.2%	New Peak	Jan '26
MSCI Japan	85.29	0.8%	2.6%	5.3%	12.9%	22.3%	36.7%	25.8%	5.6%	64.8%	39.5%	40.7%	91.6%	New Peak	Jan '26
MSCI India	53.40	0.4%	-1.6%	0.5%	1.2%	-2.7%	4.3%	2.7%	-1.2%	26.9%	37.2%	15.7%	32.9%	-9.1%	Sep '24
MSCI China	64.26	3.3%	2.5%	5.7%	6.0%	18.4%	50.3%	31.0%	7.0%	31.2%	-15.3%	13.1%	73.7%	-2.9%	Oct '25
International Bond	48.58	0.08%	0.4%	0.7%	0.3%	2.0%	4.5%	2.9%	0.5%	13.6%	-0.1%	2.0%	18.1%	-0.3%	Oct '25
iShares Latin America	31.92	0.2%	1.4%	4.0%	20.1%	28.3%	58.3%	52.6%	4.8%	50.4%	49.2%	81.1%	62.7%	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	639.34	0.2%	1.1%	2.3%	6.8%	12.2%	21.2%	17.8%	1.9%	82.6%	97.3%	54.2%	104.3%	New Peak	Jan '26
US Large Growth	477.25	0.2%	0.8%	1.4%	4.0%	11.8%	20.3%	18.3%	0.8%	118.2%	104.4%	59.0%	133.5%	-2.8%	Oct '25
US Large Value	217.72	0.06%	1.4%	3.3%	9.7%	11.9%	20.8%	15.7%	3.5%	46.1%	69.5%	39.9%	69.8%	New Peak	Jan '26

US MidCap Blend	299.17	0.2%	1.0%	2.0%	4.9%	6.8%	15.6%	11.6%	3.1%	46.6%	50.5%	25.8%	67.8%	-0.1%	Jan '26
US MidCap Growth	286.46	0.2%	0.6%	1.4%	-0.3%	1.4%	12.6%	10.7%	2.6%	55.5%	35.2%	17.3%	73.1%	-3.7%	Oct '25
US MidCap Value	183.30	0.09%	1.3%	2.4%	8.7%	10.8%	17.7%	12.1%	3.3%	37.8%	65.5%	33.5%	61.4%	New Peak	Jan '26

US Small Blend	272.21	0.2%	2.7%	4.0%	10.1%	13.1%	15.9%	8.9%	5.5%	45.8%	41.6%	27.1%	64.9%	New Peak	Jan '26
US Small Growth	344.52	0.6%	3.3%	3.7%	8.8%	19.8%	21.7%	12.9%	6.7%	53.9%	15.8%	19.6%	69.7%	New Peak	Jan '26
US Small Value	191.61	0.3%	3.5%	2.8%	11.8%	17.4%	22.0%	12.4%	5.7%	37.6%	47.4%	23.4%	55.5%	New Peak	Jan '26

Foreign Large Blend	99.41	0.6%	1.3%	4.9%	9.7%	13.8%	37.2%	31.5%	3.5%	56.1%	54.7%	41.9%	97.3%	New Peak	Jan '26
Foreign Growth	119.89	0.7%	2.2%	6.2%	7.9%	10.1%	27.2%	20.7%	5.2%	41.4%	27.6%	16.3%	76.2%	New Peak	Jan '26
Foreign Value	72.93	0.6%	0.5%	3.8%	11.8%	17.2%	46.9%	42.2%	2.1%	70.9%	83.7%	70.9%	119.3%	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		-0.09%	0.0%	-0.1%	1.1%	0.7%	3.7%	3.6%	0.3%	26.1%	30.2%	25.7%	31.5%	-0.3%	Sep '25
Ultra Short- Janus AAA CLO	50.64		0%	0.1%	0.6%	1.5%	2.7%	5.1%	5.2%	0.1%	21.7%	24.3%	22.8%	25.0%	New Peak	Jan '26
Bank Loan- Invesco	21.06		0%	0.1%	0.7%	3.0%	3.7%	7.0%	6.9%	0.3%	26.8%	29.3%	27.3%	33.7%	New Peak	Jan '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.7%	2.2%	4.0%	8.8%	8.9%	0.2%	37.7%	61.7%	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	54.67		0.4%	1.0%	3.5%	7.6%	11.8%	20.2%	17.7%	2.5%	85.0%	126.8%	91.0%	111.0%	New Peak	Jan '26
Int’l Min Volatility- Franklin	37.54		0.2%	0.9%	3.0%	10.5%	16.8%	29.5%	27.1%	2.0%	69.8%	111.0%	81.9%	95.3%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.62	p	EOD	1.6%	3.4%	12.0%	11.3%	9.6%	3.0%	5.6%	85.3%	130.8%	97.1%	102.6%	-0.5%	Nov '24
Small Value- Avantis	106.86		-0.4%	2.1%	2.0%	12.7%	13.6%	14.8%	7.4%	4.8%	42.1%	84.2%	41.8%	62.7%	-0.4%	Jan '26
Mid Value- Pacer Cash Cows	61.89		-0.1%	1.6%	2.0%	12.4%	11.1%	12.2%	9.0%	2.9%	34.7%	92.0%	42.1%	53.7%	-0.1%	Jan '26
Growth- S&P Momentum	120.47		0.4%	0.0%	1.4%	1.9%	7.8%	27.0%	26.6%	1.0%	119.7%	141.3%	96.2%	141.1%	-2.8%	Oct '25
Invesco S&P Quality	77.63		0.4%	1.8%	2.5%	7.8%	9.7%	18.7%	13.3%	3.4%	76.9%	94.3%	53.9%	102.9%	New Peak	Jan '26
Rotation Factor- BlackRock	61.66		0.1%	0.5%	1.8%	6.7%	12.9%	22.9%	20.0%	1.4%	107.6%	109.0%	71.4%	132.2%	New Peak	Dec '25
US Min Volatility- Fidelity	67.96		0.3%	1.7%	1.8%	5.6%	8.6%	15.4%	11.8%	1.8%	50.7%	70.4%	38.5%	68.9%	New Peak	Jan '26
Derivative Income- JPMorgan	58.30		0.09%	1.4%	1.7%	6.2%	6.8%	11.0%	8.1%	1.9%	33.5%	59.9%	31.9%	50.6%	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	15.76	p	EOD	-1.1%	0.1%	-0.6%	1.6%	5.8%	6.5%	-0.3%	24.6%	30.0%	29.1%	28.6%	-2.0%	Aug '25
Multistrategy- AQR	14.14	p	EOD	0.4%	2.2%	4.8%	9.7%	16.6%	16.4%	0.9%	45.1%	80.0%	65.8%	48.2%	-0.1%	Jan '26
Long Short- AQR	21.01	p	EOD	-0.8%	0.7%	8.7%	15.4%	32.0%	34.4%	-0.7%	113.6%	220.8%	156.3%	144.5%	-1.3%	Dec '25
Mkt Neutral- BlackRock	14.78	p	EOD	0.6%	2.8%	7.2%	11.9%	17.8%	18.3%	1.4%	67.0%	74.0%	71.4%	72.0%	-0.1%	Jan '26
Multi Strategy- Variant	26.34	p	EOD	0.0%	0.5%	1.7%	3.7%	7.0%	7.2%	0.1%	22.8%	49.2%	33.9%	25.5%	New Peak	Jan '26
Long Short- First Trust	71.48		-0.03%	0.3%	1.1%	5.5%	9.2%	9.7%	9.1%	0.7%	49.4%	65.9%	44.6%	59.9%	-0.4%	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)	331.86	1.0%	4.8%	7.3%	40.4%	84.5%	73.5%	66.0%	6.0%	266.9%	284.9%	130.6%	242.7%	New Peak	Jan '26
Meta (Communications)	641.97	-1.7%	-2.6%	-0.3%	-8.9%	-10.4%	4.6%	13.1%	-2.7%	372.9%	157.5%	91.0%	407.0%	-18.6%	Aug '25
Amazon (Cyclical)	246.47	-0.4%	5.8%	9.0%	13.9%	9.5%	12.6%	5.2%	6.8%	158.7%	58.0%	44.6%	118.3%	-3.0%	Nov '25
Tesla (Cyclical)	448.96	0.9%	-0.6%	-2.2%	8.6%	43.2%	13.7%	11.4%	-0.2%	263.4%	58.6%	12.3%	106.7%	-8.4%	Dec '25
Procter & Gamble (Defensive)	143.46	1.1%	2.2%	0.4%	-3.5%	-7.4%	-7.1%	-12.3%	0.1%	3.3%	18.6%	-2.6%	25.2%	-18.1%	Dec '24
PepsiCo (Defensive)	141.36	1.0%	1.0%	-6.2%	-4.9%	6.6%	3.1%	-1.8%	-1.5%	-11.2%	16.6%	-7.4%	-7.3%	-21.0%	May '23
Coca-Cola (Defensive)	70.50	-0.01%	3.8%	0.0%	5.9%	2.4%	18.8%	15.6%	0.8%	26.1%	63.5%	34.0%	40.9%	-2.9%	Nov '25
Exxon Mobil (Energy)	124.03	-0.5%	-1.1%	4.4%	13.0%	9.4%	20.7%	16.0%	3.1%	21.5%	216.9%	125.0%	40.8%	-1.1%	Jan '26
Chevron (Energy)	162.34	0.1%	-0.9%	8.2%	10.2%	6.9%	10.9%	10.1%	6.5%	4.0%	115.1%	60.0%	17.7%	-1.9%	Jan '23
JPMorgan Chase (Financial)	324.49	-1.4%	-2.4%	2.3%	8.3%	14.2%	38.1%	37.3%	1.2%	149.8%	162.8%	123.9%	238.7%	-3.0%	Jan '26
Visa (Financial)	343.20	-1.9%	-3.0%	-1.3%	0.1%	-1.0%	12.3%	11.8%	-2.1%	57.0%	70.4%	59.7%	97.4%	-7.7%	Jun '25
Mastercard (Financial)	566.28	-1.6%	-0.3%	-0.8%	1.7%	3.2%	12.9%	9.0%	-0.7%	51.7%	69.9%	56.5%	103.7%	-5.2%	Aug '25
Bank of America (Financial)	55.19	-1.2%	-3.0%	0.1%	14.0%	19.4%	25.2%	28.0%	0.3%	73.2%	85.0%	32.3%	101.1%	-3.6%	Jan '26
UnitedHealth (Health)	340.51	-1.0%	-0.4%	-0.4%	-3.3%	13.4%	-33.0%	-33.1%	3.2%	-27.4%	3.4%	-27.5%	-27.8%	-44.0%	Nov '24
Johnson & Johnson (Health)	209.72	2.6%	2.6%	-0.9%	10.7%	35.5%	52.1%	47.5%	1.3%	32.0%	52.9%	37.5%	42.1%	-2.1%	Dec '25
Eli Lilly (Health)	1081.00	1.6%	3.8%	5.2%	29.9%	36.8%	36.1%	40.2%	0.6%	208.2%	537.1%	313.0%	242.0%	-2.6%	Nov '25
Union Pacific (Industrials)	229.50	0.5%	-1.1%	-4.4%	2.4%	-1.2%	4.3%	3.9%	-0.8%	14.7%	17.4%	1.6%	29.0%	-7.7%	Aug '24
Honeywell (Industrials)	208.60	0.6%	3.7%	7.7%	10.8%	-5.1%	3.7%	-6.4%	6.9%	9.3%	17.3%	16.5%	37.3%	-6.9%	Jul '25
Nvidia (IT)	184.94	0.04%	-1.7%	5.7%	1.0%	12.2%	36.1%	38.9%	-0.8%	1021.2%	1275.3%	515.2%	1510.2%	-10.7%	Oct '25
Broadcom (IT)	352.21	2.1%	2.6%	-2.0%	8.7%	28.8%	58.4%	50.6%	1.8%	533.0%	771.2%	473.2%	762.7%	-14.5%	Dec '25
Adobe (IT)	327.65	-1.9%	-1.2%	-8.1%	-2.9%	-9.8%	-19.3%	-21.3%	-6.4%	-4.9%	-30.5%	-41.9%	14.5%	-48.4%	Feb '24
Oracle (IT)	204.68	3.1%	6.6%	8.0%	-29.9%	-10.8%	33.8%	18.1%	5.3%	139.0%	251.1%	146.5%	233.9%	-37.4%	Sep '25
salesforce.com (IT)	259.40	-0.2%	1.2%	-0.9%	7.5%	0.9%	-17.9%	-20.2%	-2.1%	75.5%	21.8%	2.8%	84.5%	-28.9%	Dec '24
Linde PLC (Materials)	443.63	-0.10%	2.4%	6.6%	-1.9%	-4.7%	8.6%	3.2%	4.0%	40.3%	78.3%	38.3%	70.5%	-7.9%	Sep '25
Sherwin-Williams (Materials)	357.63	1.2%	7.7%	8.8%	7.7%	3.8%	9.3%	-3.8%	10.4%	50.8%	51.8%	9.4%	82.8%	-9.7%	Nov '24
American Tower (Real Estate)	171.53	1.8%	-2.7%	-4.2%	-7.2%	-20.3%	2.4%	-0.9%	-2.3%	-18.3%	-7.6%	-32.0%	4.0%	-25.7%	Sep '24
Prologis Inc. (Real Estate)	129.06	-0.3%	-0.5%	-0.1%	16.9%	20.2%	29.0%	25.1%	1.1%	16.2%	56.8%	-11.7%	42.2%	-0.5%	Jan '26
NextEra Energy (Utilities)	81.12	1.5%	-0.2%	-0.6%	-2.0%	10.6%	24.1%	15.5%	1.0%	4.1%	15.6%	-1.4%	22.3%	-6.0%	Nov '25
Duke Energy (Utilities)	116.71	-0.08%	-0.1%	1.2%	-7.3%	1.1%	14.2%	12.7%	-0.4%	25.1%	59.7%	32.0%	54.4%	-8.8%	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	15.89	p	EOD	0.4%	1.3%	2.2%	5.5%	11.3%	9.4%	0.8%	22.2%	11.1%	9.1%	30.7%	New Peak	Jan '26
Moderate-60% Stock	66.21		0.3%	0.8%	2.4%	5.5%	9.9%	20.0%	16.4%	1.8%	44.9%	40.7%	28.0%	62.4%	New Peak	Jan '26
Mod Agg-80% Stock	51.81	p	EOD	0.8%	2.8%	6.5%	11.5%	23.4%	19.6%	2.1%	56.7%	52.6%	35.6%	78.2%	New Peak	Jan '26
Aggressive-90% Stock	31.02	p	EOD	0.8%	3.6%	7.8%	12.9%	23.0%	20.9%	2.5%	58.3%	55.2%	34.7%	79.9%	New Peak	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	91149.89	0.4%	-2.9%	1.0%	-19.5%	-22.4%	-3.8%	-6.3%	4.2%	383.1%	168.7%	96.2%	375.8%	-26.9%	Oct '25
Ethereum	3090.32	-0.9%	-4.2%	0.2%	-19.6%	4.5%	-5.4%	-11.0%	4.2%	117.9%	196.2%	-17.8%	138.7%	-36.0%	Aug '25
BNB	905.45	0.3%	-0.6%	2.7%	-18.2%	31.2%	30.5%	23.1%	4.9%	214.6%	2275.8%	76.8%	234.1%	-30.9%	Oct '25
Solana	139.17	-0.2%	0.9%	5.2%	-26.2%	-14.6%	-25.8%	-34.2%	11.8%	737.4%	3751.6%	-18.3%	346.6%	-46.9%	Jan '25
Bitcoin ETF	51.87	1.4%	-3.0%	1.3%	-21.6%	-22.8%	-3.7%	-6.4%	4.5%	-	-	-	-	-27.2%	Oct '25
Grayscale Bitcoin (hi fee)	71.41	1.3%	-3.0%	1.2%	-21.9%	-23.2%	-4.9%	-7.6%	4.5%	653.6%	103.1%	130.7%	605.2%	-27.5%	Oct '25
Bloomberg Commodities	20.27	1.4%	1.8%	4.6%	10.1%	11.3%	15.3%	15.1%	3.8%	17.2%	61.8%	31.8%	14.3%	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	4.84	0.4%	-0.3%	-0.4%	4.4%	-2.4%	-2.5%	1.1%	0.0%	35.4%	156.8%	140.1%	24.6%	-5.2%	Oct '23
10yr Treasury rate	4.19	0.4%	0.5%	-0.2%	3.4%	-5.3%	-12.3%	-9.0%	0.6%	21.4%	267.9%	157.2%	7.3%	-16.1%	Oct '23
5yr Treasury rate	3.77	0.3%	1.5%	0.4%	3.3%	-5.6%	-18.0%	-15.0%	1.2%	6.2%	648.9%	176.0%	-8.4%	-24.1%	Oct '23
13-week T-bill	3.53	0.6%	0.5%	0.2%	-8.3%	-16.6%	-16.1%	-15.7%	-0.4%	-21.1%	4316.3%	6566.0%	0.0%	-33.9%	Oct '23
Crude Oil	59.01	-1.2%	1.2%	2.7%	0.2%	-13.8%	-22.9%	-19.9%	2.8%	-24.7%	10.9%	-22.4%	-32.4%	-37.0%	Sep '23
Gold	4597.40	1.0%	3.6%	6.9%	15.6%	37.0%	69.7%	64.5%	6.3%	142.5%	149.5%	155.5%	175.2%	New Peak	Jan '26
EUR/USD	1.17	0.4%	-0.3%	-0.6%	-	-	13.3%	12.9%	-0.7%	8.4%	-4.0%	2.6%	20.2%	-1.7%	Sep '25
USD/JPY	158.03	-0.06%	0.7%	1.6%	-	-	0.0%	-0.4%	1.0%	19.8%	51.8%	37.2%	7.7%	-2.2%	Jul '24
S&P 500 Volatility Index	15.12	4.3%	1.5%	-3.9%	-30.2%	-7.8%	-22.6%	-13.8%	1.1%	-19.7%	-35.2%	-8.9%	-55.0%	-71.1%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.85		0%	0.0%	0.4%	1.2%	2.9%	6.3%	6.1%	0.1%	19.7%	18.0%	17.3%	22.6%	-0.1%	Jan '26
Interm Muni- JPMorgan	50.74		0.01%	0.4%	0.8%	1.4%	4.6%	5.5%	4.3%	0.5%	11.2%	6.5%	4.8%	16.4%	New Peak	Jan '26
Interm Bond- Janus MSB	45.95		-0.02%	0.5%	1.3%	1.7%	5.8%	10.7%	8.8%	0.6%	13.2%	3.1%	3.7%	20.6%	New Peak	Jan '26
Interm Bond- Vanguard	77.89		-0.09%	-0.2%	0.4%	0.6%	4.1%	9.7%	8.5%	0.0%	13.1%	0.2%	2.2%	20.0%	-0.5%	Nov '25
Multisector Bond- Intrepid	9.06	p	EOD	0.2%	0.9%	2.1%	4.8%	8.5%	8.2%	0.4%	30.8%	40.4%	28.8%	35.4%	New Peak	Jan '26
Int’l Bond- JPMorgan	48.97		0.03%	0.2%	1.1%	1.9%	3.8%	9.2%	8.2%	0.5%	19.4%	15.6%	14.4%	28.5%	New Peak	Jan '26
Long Bond- Vanguard	76.32		-0.2%	0.3%	1.0%	-0.3%	5.5%	9.9%	7.2%	0.6%	9.1%	-11.2%	-11.0%	25.6%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.3%	0.9%	1.1%	4.8%	4.2%	3.3%	0.4%	10.6%	2.5%	0.6%	15.7%	New Peak	Jan '26
Long Muni- iShares	57.78		0%	0.4%	1.0%	1.8%	5.6%	4.9%	3.4%	0.6%	9.2%	3.5%	2.6%	14.4%	New Peak	Jan '26

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performance monitoring, and client presentations.
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