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S&P 500

Return

77.5%

[

19.8%

annualized]

Dec 30 2022 - Mar 03 2026

-2.3%

Below
Peak
Jan '26

DJIA (Large Value)

Return

46.3%

[

12.7%

annualized]

Dec 30 2022 - Mar 03 2026

-3.4%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

48.1%

[

13.2%

annualized]

Dec 30 2022 - Mar 03 2026

-4.1%

Below
Peak
Jan '26

Performance Range:

As of Mar 03 09:30 PM EDT, next update at 09:40 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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
S&P 500	6816.63	-0.9%	-1.9%	-1.0%	-0.6%	4.8%	18.0%	16.4%	-0.4%	68.5%	80.9%	42.1%	90.6%	-2.3%	Jan '26
DJIA (Large Value)	48501.27	-0.8%	-2.0%	-2.0%	1.4%	6.3%	14.1%	13.0%	0.9%	45.3%	56.8%	32.6%	66.0%	-3.4%	Feb '26
Russell 2000 (Small Cap)	2608.36	-1.8%	-2.1%	-0.6%	3.0%	9.6%	25.4%	11.3%	5.1%	35.3%	21.5%	14.8%	54.5%	-4.1%	Jan '26
NASDAQ Comp (Tech/Growth)	22516.69	-1.0%	-2.7%	-1.7%	-4.2%	3.7%	23.1%	20.4%	-3.1%	92.6%	77.0%	42.2%	116.2%	-6.0%	Oct '25
Aggregate Bond	100.57	-0.11%	-0.5%	0.9%	1.1%	2.6%	5.4%	7.2%	1.0%	15.2%	2.0%	1.5%	18.5%	-0.8%	Feb '26
Corp Bond	110.87	-0.05%	-0.7%	0.8%	0.7%	2.3%	5.8%	7.9%	1.0%	18.6%	2.6%	-0.3%	26.5%	-0.8%	Feb '26
High Yield Bond	80.12	-0.2%	-1.0%	-0.6%	0.2%	1.5%	6.2%	8.6%	-0.1%	27.3%	21.0%	16.3%	36.1%	-1.1%	Feb '26
Preferred	31.28	-0.6%	-1.4%	-0.5%	2.4%	1.7%	5.8%	4.9%	1.6%	15.9%	12.1%	2.8%	26.2%	-1.7%	Feb '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	51.94	-2.5%	-2.1%	0.1%	18.0%	14.9%	23.5%	9.9%	14.5%	30.2%	55.8%	26.0%	61.7%	-3.1%	Feb '26
Consumer Discretionary/Cyclical	114.36	-0.9%	-2.3%	-4.8%	-3.8%	-2.4%	10.8%	7.4%	-4.2%	60.3%	52.8%	12.5%	69.2%	-8.2%	Jan '26
Financial Services	51.21	-0.2%	-1.3%	-5.1%	-4.2%	-4.6%	4.0%	14.9%	-6.5%	49.3%	68.7%	38.7%	78.5%	-9.2%	Jan '26
Real Estate	95.42	-0.5%	0.6%	4.9%	7.0%	6.3%	6.4%	3.3%	7.8%	23.8%	33.7%	-3.0%	42.3%	-0.5%	Mar '26
Communication Services	117.96	0.08%	1.3%	1.0%	2.2%	4.1%	19.2%	23.1%	0.2%	122.5%	72.8%	57.2%	156.4%	-1.8%	Jan '26
Energy	56.52	-0.9%	3.0%	7.0%	23.6%	29.1%	34.3%	7.9%	26.4%	43.3%	167.2%	127.7%	57.7%	-0.9%	Mar '26
Industrials	175.44	-1.9%	-0.1%	3.6%	13.6%	16.7%	34.9%	19.3%	13.1%	77.2%	107.4%	78.0%	117.7%	-1.9%	Mar '26
Technology	137.50	-1.5%	-3.9%	-0.4%	-5.4%	5.0%	26.6%	24.6%	-4.5%	100.5%	125.9%	61.7%	141.8%	-9.4%	Oct '25
Consumer Staples/Defensive	87.74	-1.1%	-1.4%	0.9%	12.7%	10.4%	9.8%	1.5%	13.0%	31.1%	58.0%	26.5%	41.6%	-2.5%	Feb '26
Healthcare	156.74	-1.1%	-0.7%	0.5%	2.3%	15.1%	7.6%	14.5%	1.3%	27.5%	53.2%	19.9%	35.7%	-2.2%	Feb '26
Utilities	47.07	-0.6%	-0.6%	9.3%	8.5%	14.0%	24.1%	16.0%	10.3%	55.8%	86.6%	49.9%	69.1%	-1.4%	Feb '26

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	143.68	-2.0%	-3.3%	-0.9%	2.1%	8.2%	23.1%	22.4%	1.5%	68.0%	71.2%	45.0%	97.0%	-3.3%	Feb '26
MSCI Emerging Markets	58.42	-5.0%	-7.7%	-0.6%	9.1%	18.9%	38.5%	34.0%	6.8%	59.2%	23.4%	31.0%	84.5%	-7.7%	Feb '26
FTSE Europe	85.61	-3.0%	-5.4%	-2.7%	5.4%	10.8%	23.9%	35.8%	2.4%	55.1%	64.2%	41.8%	107.7%	-5.4%	Feb '26
MSCI Japan	86.83	-3.7%	-6.1%	-0.8%	7.8%	14.5%	32.4%	25.9%	7.5%	65.5%	45.1%	43.3%	95.2%	-7.6%	Feb '26
MSCI India	50.22	-1.4%	-4.8%	-6.0%	-6.6%	-4.5%	5.0%	2.7%	-7.1%	26.4%	27.5%	8.8%	25.0%	-14.5%	Sep '24
MSCI China	56.90	-2.8%	-6.2%	-5.7%	-7.1%	-4.5%	8.5%	31.0%	-5.3%	22.0%	-24.9%	0.5%	53.9%	-14.0%	Oct '25
International Bond	48.83	-0.2%	-0.4%	0.7%	1.1%	2.0%	4.0%	2.9%	1.3%	16.5%	2.4%	2.7%	18.9%	-0.8%	Feb '26
iShares Latin America	34.52	-4.8%	-7.5%	-2.9%	10.6%	30.2%	62.7%	52.7%	13.4%	67.3%	84.6%	96.4%	76.2%	-7.5%	Feb '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	625.72	-0.9%	-1.9%	-0.8%	-0.3%	5.5%	19.4%	17.8%	-0.2%	75.6%	94.0%	50.9%	100.0%	-2.2%	Jan '26
US Large Growth	448.66	-0.6%	-2.1%	-1.2%	-5.9%	-0.1%	17.8%	18.3%	-5.2%	95.0%	99.8%	49.5%	119.6%	-8.7%	Oct '25
US Large Value	222.27	-1.3%	-1.2%	-0.2%	6.2%	11.0%	19.9%	15.7%	5.7%	50.4%	69.8%	42.9%	73.4%	-1.4%	Feb '26

US MidCap Blend	301.78	-1.4%	-0.9%	1.3%	3.4%	4.9%	16.6%	11.6%	4.0%	44.9%	53.9%	26.9%	69.3%	-1.7%	Feb '26
US MidCap Growth	274.95	-1.2%	-0.7%	1.3%	-3.5%	-4.6%	9.7%	10.7%	-1.5%	41.9%	38.1%	12.6%	66.2%	-7.6%	Oct '25
US MidCap Value	191.35	-1.5%	-1.1%	1.2%	8.5%	12.0%	21.1%	12.1%	7.9%	44.5%	66.7%	39.4%	68.5%	-1.6%	Feb '26

US Small Blend	274.02	-1.7%	-1.5%	0.7%	5.7%	8.7%	21.6%	8.9%	6.2%	42.1%	42.9%	27.9%	66.0%	-2.1%	Feb '26
US Small Growth	331.48	-2.1%	-2.2%	-0.2%	-0.3%	7.6%	25.5%	12.9%	2.6%	42.2%	17.1%	15.1%	63.3%	-6.3%	Jan '26
US Small Value	196.06	-1.5%	-1.9%	-0.9%	7.2%	13.1%	28.5%	12.4%	8.2%	38.3%	40.9%	26.3%	59.1%	-2.4%	Feb '26

Foreign Large Blend	100.09	-3.1%	-5.3%	-1.7%	6.4%	11.5%	25.7%	31.6%	4.2%	55.6%	57.8%	43.0%	98.8%	-5.3%	Feb '26
Foreign Growth	116.73	-3.1%	-5.4%	-1.1%	3.3%	6.9%	15.2%	20.7%	2.5%	37.2%	29.9%	13.3%	71.6%	-5.4%	Feb '26
Foreign Value	75.72	-3.2%	-5.3%	-2.1%	9.3%	15.8%	36.6%	42.2%	6.0%	74.9%	87.9%	77.6%	127.8%	-5.3%	Feb '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	22.62		-0.2%	-1.2%	-2.3%	-3.2%	-3.3%	0.3%	3.6%	-2.9%	20.0%	25.2%	21.6%	27.2%	-3.7%	Jan '26
Ultra Short- Janus AAA CLO	50.44		0%	-0.6%	-0.5%	0.6%	1.8%	4.5%	5.2%	0.1%	20.7%	24.4%	23.4%	25.6%	-0.6%	Feb '26
Bank Loan- Invesco	20.25		0.2%	-0.8%	-1.4%	-1.9%	-0.1%	3.9%	6.9%	-2.6%	22.0%	26.3%	23.6%	29.8%	-2.9%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	-0.1%	0.0%	1.1%	3.3%	7.6%	8.9%	0.5%	36.4%	59.8%	47.9%	41.2%	-0.2%	Feb '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	53.58		-1.3%	-2.6%	-1.4%	1.0%	5.3%	21.3%	17.7%	0.4%	77.5%	116.0%	87.3%	106.8%	-2.9%	Feb '26
Int’l Min Volatility- Franklin	40.47		-1.8%	-2.4%	1.9%	11.7%	20.0%	33.4%	27.1%	9.9%	78.3%	125.9%	96.0%	110.4%	-2.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.60	p	EOD	0.7%	0.5%	5.5%	6.1%	17.6%	3.0%	5.5%	69.1%	118.4%	96.9%	102.4%	-3.3%	Feb '26
Small Value- Avantis	112.34		-1.1%	-1.6%	-0.7%	9.5%	12.2%	29.0%	7.4%	10.2%	43.2%	76.7%	49.1%	71.1%	-2.8%	Feb '26
Mid Value- Pacer Cash Cows	64.38		-0.6%	0.4%	1.9%	7.6%	13.1%	19.1%	9.0%	7.0%	39.2%	93.5%	47.9%	60.0%	-0.9%	Feb '26
Growth- S&P Momentum	119.22		-0.7%	-1.1%	1.9%	-0.8%	2.0%	25.0%	26.6%	-0.1%	124.1%	151.9%	94.1%	138.5%	-3.8%	Oct '25
Invesco S&P Quality	79.28		-1.7%	-1.7%	1.5%	6.4%	10.2%	16.7%	13.2%	5.6%	77.9%	103.9%	57.2%	107.1%	-2.1%	Feb '26
Rotation Factor- BlackRock	60.55		-0.9%	-2.2%	-0.6%	-0.5%	5.3%	21.3%	20.0%	-0.4%	96.5%	108.1%	68.3%	128.0%	-2.3%	Feb '26
US Min Volatility- Fidelity	67.91		-0.4%	-0.1%	-0.9%	1.2%	4.7%	11.8%	11.8%	1.7%	52.4%	75.6%	38.4%	68.8%	-1.1%	Feb '26
Derivative Income- JPMorgan	58.83		-0.9%	-1.1%	0.4%	3.8%	7.0%	9.7%	8.1%	3.4%	37.2%	64.1%	33.9%	52.9%	-1.8%	Feb '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	16.13	p	EOD	1.1%	1.1%	2.9%	0.6%	7.4%	6.5%	2.0%	25.5%	36.0%	32.1%	31.6%	New Peak	Mar '26
Multistrategy- AQR	14.58	p	EOD	-0.1%	2.0%	5.3%	9.8%	15.2%	16.4%	4.1%	43.0%	82.6%	70.9%	52.8%	-0.1%	Feb '26
Long Short- AQR	20.94	p	EOD	-0.5%	-0.3%	2.7%	9.9%	24.0%	34.4%	-1.0%	99.8%	209.3%	155.5%	143.7%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.97	p	EOD	0.9%	2.3%	5.0%	7.7%	18.4%	18.3%	2.7%	66.2%	69.6%	73.6%	74.2%	New Peak	Mar '26
Multi Strategy- Variant	26.49	p	EOD	0.1%	0.6%	1.2%	3.4%	6.7%	7.2%	0.6%	22.0%	47.8%	34.6%	26.2%	New Peak	Mar '26
Long Short- First Trust	70.74		-0.5%	-1.4%	-0.8%	-0.3%	4.1%	10.3%	9.1%	-0.4%	47.4%	66.9%	43.1%	58.2%	-1.9%	Feb '26

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)	303.58	-1.0%	-3.0%	-8.8%	-4.4%	30.9%	78.3%	66.0%	-3.0%	226.6%	200.8%	111.0%	213.5%	-11.7%	Feb '26
Meta (Communications)	655.08	0.2%	0.2%	-2.1%	-0.9%	-12.4%	2.7%	13.1%	-0.8%	256.1%	156.0%	94.9%	417.4%	-17.0%	Aug '25
Amazon (Cyclical)	208.73	0.2%	-0.9%	-10.4%	-8.9%	-11.4%	2.4%	5.2%	-9.6%	119.9%	40.2%	22.5%	84.9%	-17.8%	Nov '25
Tesla (Cyclical)	392.43	-2.7%	-6.0%	-3.3%	-13.7%	15.9%	44.3%	11.4%	-12.7%	98.4%	89.4%	-1.9%	80.6%	-19.9%	Dec '25
Procter & Gamble (Defensive)	159.72	-2.3%	-2.2%	1.8%	10.7%	1.8%	-5.2%	-12.3%	12.2%	22.3%	48.3%	9.2%	40.4%	-8.1%	Dec '24
PepsiCo (Defensive)	164.91	-1.4%	-2.5%	-0.8%	13.4%	14.5%	11.2%	-1.8%	14.9%	4.4%	48.2%	8.1%	8.2%	-7.8%	May '23
Coca-Cola (Defensive)	79.34	-1.1%	-1.4%	2.6%	12.6%	18.0%	16.4%	15.6%	13.5%	46.1%	84.7%	50.8%	58.6%	-2.7%	Feb '26
Exxon Mobil (Energy)	151.83	-1.5%	1.9%	3.6%	30.5%	37.2%	46.0%	16.0%	27.0%	49.1%	213.2%	177.3%	73.5%	-1.7%	Feb '26
Chevron (Energy)	188.77	-0.4%	2.5%	5.2%	25.2%	22.2%	29.8%	10.1%	25.1%	29.9%	122.5%	87.8%	38.2%	-0.4%	Mar '26
JPMorgan Chase (Financial)	300.26	0.9%	-1.0%	-5.4%	-4.6%	-0.2%	22.4%	37.3%	-6.4%	124.4%	126.5%	107.2%	213.4%	-10.3%	Jan '26
Visa (Financial)	320.83	0.10%	2.5%	-2.6%	-1.7%	-8.2%	-8.2%	11.8%	-8.3%	46.7%	57.4%	49.6%	84.9%	-13.6%	Jun '25
Mastercard (Financial)	524.32	0.6%	2.9%	-5.3%	-3.2%	-11.7%	-5.0%	9.0%	-8.0%	47.6%	54.4%	44.9%	88.6%	-12.2%	Aug '25
Bank of America (Financial)	49.97	0.3%	-3.3%	-9.8%	-7.3%	-0.2%	19.8%	28.0%	-9.1%	57.2%	53.7%	19.8%	82.1%	-12.7%	Jan '26
UnitedHealth (Health)	289.21	-1.9%	1.8%	4.8%	-12.7%	-5.6%	-37.6%	-33.1%	-12.4%	-36.2%	-6.0%	-38.4%	-38.7%	-52.4%	Nov '24
Johnson & Johnson (Health)	246.75	-0.7%	0.6%	5.8%	22.5%	39.6%	53.3%	47.5%	19.9%	75.2%	85.6%	62.6%	68.1%	-0.7%	Mar '26
Eli Lilly (Health)	1007.73	-1.0%	-2.1%	-8.8%	-0.5%	36.1%	11.4%	40.2%	-6.1%	223.6%	428.2%	285.6%	219.4%	-9.1%	Nov '25
Union Pacific (Industrials)	265.84	-0.4%	1.1%	7.0%	13.3%	20.5%	12.7%	3.9%	15.5%	36.0%	48.0%	18.4%	50.2%	-0.4%	Mar '26
Honeywell (Industrials)	243.85	-1.7%	1.2%	4.1%	27.5%	21.6%	27.1%	-6.4%	25.6%	40.2%	41.3%	36.9%	61.3%	-1.7%	Mar '26
Nvidia (IT)	180.05	-1.3%	-7.9%	3.4%	-1.8%	4.9%	55.3%	38.9%	-3.5%	654.4%	1359.6%	498.9%	1467.6%	-13.0%	Oct '25
Broadcom (IT)	313.84	-1.6%	-5.6%	1.9%	-17.5%	2.9%	68.9%	50.6%	-9.3%	418.8%	686.5%	410.8%	668.7%	-23.9%	Dec '25
Adobe (IT)	270.99	3.9%	5.1%	-3.1%	-17.6%	-21.3%	-39.2%	-21.3%	-22.6%	-21.2%	-38.3%	-52.0%	-5.3%	-57.3%	Feb '24
Oracle (IT)	149.01	-0.2%	0.8%	1.6%	-30.3%	-32.9%	-4.4%	18.1%	-23.3%	73.1%	143.2%	79.5%	143.1%	-54.4%	Sep '25
salesforce.com (IT)	196.05	1.6%	2.2%	-1.7%	-20.6%	-19.4%	-31.3%	-20.2%	-26.0%	6.4%	-3.4%	-22.3%	39.5%	-46.3%	Dec '24
Linde PLC (Materials)	501.68	-1.5%	-1.3%	6.0%	24.3%	6.6%	10.2%	3.2%	17.7%	44.0%	118.1%	56.4%	92.8%	-1.5%	Mar '26
Sherwin-Williams (Materials)	348.83	-2.0%	-2.4%	-5.4%	4.0%	-4.4%	-1.2%	-3.8%	7.7%	56.5%	65.5%	6.7%	78.3%	-12.0%	Nov '24
American Tower (Real Estate)	190.25	0.03%	4.3%	7.8%	7.4%	-0.7%	-4.9%	-0.9%	8.4%	4.0%	9.5%	-24.6%	15.4%	-17.6%	Sep '24
Prologis Inc. (Real Estate)	141.00	-1.2%	0.7%	4.6%	10.9%	27.3%	19.9%	25.1%	10.4%	22.1%	69.6%	-3.6%	55.4%	-1.2%	Mar '26
NextEra Energy (Utilities)	92.59	-0.13%	-2.0%	3.6%	11.8%	32.4%	34.6%	15.5%	16.1%	36.9%	47.8%	13.3%	40.5%	-2.6%	Feb '26
Duke Energy (Utilities)	131.43	-0.2%	1.9%	8.5%	12.4%	10.6%	16.9%	12.7%	13.1%	54.9%	84.6%	49.9%	75.4%	-0.2%	Mar '26

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	16.10	p	EOD	-0.2%	1.3%	2.3%	4.6%	9.7%	9.4%	2.1%	25.9%	14.4%	10.6%	32.5%	-0.4%	Feb '26
Moderate-60% Stock	66.17		-1.3%	-2.1%	-0.2%	2.2%	6.4%	16.8%	16.4%	1.8%	45.3%	42.1%	27.9%	62.3%	-2.1%	Feb '26
Mod Agg-80% Stock	52.77	p	EOD	-0.9%	1.4%	4.6%	9.8%	23.1%	19.6%	4.0%	58.8%	57.1%	38.1%	81.5%	-0.9%	Feb '26
Aggressive-90% Stock	31.73	p	EOD	-1.3%	1.6%	5.8%	11.5%	25.7%	20.9%	4.8%	60.1%	60.3%	37.8%	84.1%	-1.3%	Feb '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	68096.30	-1.0%	0.2%	-6.7%	-26.1%	-38.5%	-21.9%	-6.3%	-22.2%	204.5%	40.2%	46.6%	255.5%	-45.4%	Oct '25
Ethereum	1974.80	-2.6%	-3.9%	-7.9%	-37.0%	-54.1%	-9.0%	-11.0%	-33.4%	25.9%	28.1%	-47.5%	52.5%	-59.1%	Aug '25
BNB	632.01	-0.8%	0.5%	-9.4%	-29.8%	-25.1%	8.3%	23.1%	-26.8%	117.7%	174.9%	23.4%	133.2%	-51.8%	Oct '25
Solana	86.94	0.3%	-1.1%	-5.5%	-37.5%	-57.1%	-40.0%	-34.2%	-30.2%	306.3%	563.7%	-48.9%	179.0%	-66.8%	Jan '25
Bitcoin ETF	38.70	-1.3%	-1.4%	-6.9%	-26.3%	-37.9%	-21.6%	-6.4%	-22.1%	-	-	-	-	-45.7%	Oct '25
Grayscale Bitcoin (hi fee)	53.18	-1.3%	-1.4%	-7.1%	-26.5%	-38.3%	-22.6%	-7.6%	-22.2%	423.3%	42.2%	71.8%	425.2%	-46.0%	Oct '25
Bloomberg Commodities	22.25	0.04%	3.2%	4.8%	12.6%	22.7%	24.2%	14.9%	13.9%	30.6%	68.9%	44.6%	25.4%	-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	4.70	0.09%	0.2%	-4.3%	-1.3%	-3.5%	4.1%	1.1%	-2.9%	21.0%	103.6%	133.2%	21.1%	-7.9%	Oct '23
10yr Treasury rate	4.06	0.2%	0.2%	-5.1%	-1.3%	-2.9%	-3.7%	-9.0%	-2.6%	2.3%	161.7%	149.1%	3.9%	-18.7%	Oct '23
5yr Treasury rate	3.63	0.3%	0.3%	-5.3%	-1.4%	-0.6%	-9.3%	-15.0%	-2.4%	-14.6%	364.3%	166.0%	-11.7%	-26.8%	Oct '23
13-week T-bill	3.60	0.1%	0.2%	0.0%	-0.5%	-10.1%	-14.3%	-15.7%	1.4%	-23.8%	12739.3%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	74.99	0.6%	14.6%	15.1%	25.7%	18.1%	9.9%	-19.9%	30.6%	-5.9%	17.5%	-1.4%	-14.1%	-20.0%	Sep '23
Gold	5194.50	1.7%	-0.2%	5.6%	23.3%	45.7%	78.5%	64.5%	20.1%	181.1%	205.5%	188.7%	211.0%	-2.3%	Jan '26
EUR/USD	1.16	-0.8%	-1.5%	-1.8%	-0.6%	-0.5%	10.6%	12.9%	-1.2%	9.4%	-3.7%	2.0%	19.5%	-3.5%	Jan '26
USD/JPY	157.54	0.2%	1.1%	1.1%	1.6%	6.2%	5.5%	-0.4%	0.7%	15.2%	47.2%	36.8%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	23.57	9.9%	31.5%	26.4%	49.4%	54.1%	0.3%	-13.8%	57.7%	27.5%	-17.5%	42.0%	-29.8%	-55.0%	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	51.04		0.04%	0.0%	0.5%	1.2%	2.3%	5.4%	6.1%	0.8%	20.3%	19.0%	18.2%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.77		-0.5%	-0.9%	-0.1%	1.0%	3.9%	3.9%	4.3%	0.8%	13.1%	7.9%	5.2%	16.7%	-1.0%	Feb '26
Interm Bond- Janus MSB	46.01		-0.2%	-0.7%	0.8%	1.5%	3.8%	6.7%	8.8%	1.2%	17.7%	4.3%	4.8%	21.8%	-0.8%	Feb '26
Interm Bond- Vanguard	78.34		-0.09%	-0.4%	1.1%	1.0%	2.3%	6.4%	8.5%	0.9%	17.8%	3.3%	3.1%	21.1%	-0.9%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	-0.3%	-0.5%	0.5%	2.0%	6.3%	8.2%	0.0%	29.3%	35.9%	28.2%	34.8%	-0.9%	Jan '26
Int’l Bond- JPMorgan	48.74		-0.6%	-1.3%	-0.4%	0.5%	2.2%	6.1%	8.2%	0.5%	19.4%	16.0%	14.3%	28.4%	-1.4%	Feb '26
Long Bond- Vanguard	76.55		-0.08%	-0.9%	1.1%	0.6%	2.6%	4.8%	7.2%	1.4%	15.6%	-5.0%	-10.4%	26.5%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.54	p	EOD	-0.1%	0.7%	1.6%	5.0%	3.0%	3.3%	1.3%	13.3%	4.6%	1.5%	16.6%	-0.3%	Feb '26
Long Muni- iShares	57.77		-0.6%	-1.0%	-0.1%	1.1%	4.6%	4.0%	3.4%	0.8%	11.9%	4.9%	2.8%	14.7%	-1.1%	Feb '26

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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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