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S&P 500

Return

76.6%

[

19.5%

annualized]

Dec 30 2022 - Mar 10 2026

-2.8%

Below
Peak
Jan '26

DJIA (Large Value)

Return

43.9%

[

12.1%

annualized]

Dec 30 2022 - Mar 10 2026

-4.9%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

44.7%

[

12.2%

annualized]

Dec 30 2022 - Mar 10 2026

-6.3%

Below
Peak
Jan '26

Performance Range:

As of Mar 10 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	6781.48	-0.2%	-1.3%	-2.3%	-1.7%	2.9%	21.7%	16.4%	-0.9%	75.6%	72.1%	41.4%	89.6%	-2.8%	Jan '26
DJIA (Large Value)	47706.51	-0.07%	-2.1%	-4.8%	-2.0%	3.5%	15.1%	13.0%	-0.7%	49.5%	46.9%	30.4%	63.3%	-4.9%	Feb '26
Russell 2000 (Small Cap)	2548.08	-0.2%	-3.3%	-4.5%	-1.6%	5.2%	25.9%	11.3%	2.7%	43.7%	9.0%	12.1%	51.0%	-6.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22697.10	0.01%	-0.5%	-1.6%	-3.8%	3.0%	30.2%	20.4%	-2.3%	103.8%	69.4%	43.4%	117.9%	-5.3%	Oct '25
Aggregate Bond	100.11	-0.3%	-0.4%	0.2%	0.6%	1.1%	5.4%	7.2%	0.5%	13.5%	1.5%	1.0%	18.0%	-1.0%	Feb '26
Corp Bond	110.06	-0.7%	-0.8%	-0.2%	0.0%	-0.1%	6.2%	7.9%	0.2%	17.0%	1.6%	-1.0%	25.5%	-1.1%	Feb '26
High Yield Bond	80.04	-0.2%	-0.4%	-0.5%	0.1%	1.2%	7.0%	8.6%	-0.2%	29.4%	20.4%	16.2%	36.0%	-0.9%	Jan '26
Preferred	31.15	-0.06%	-0.9%	-1.3%	0.3%	-0.9%	6.4%	4.9%	0.7%	19.7%	8.8%	1.9%	25.1%	-2.4%	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	49.88	-0.2%	-3.9%	-7.0%	11.1%	8.8%	19.2%	9.9%	10.0%	35.3%	40.4%	21.0%	55.3%	-7.0%	Feb '26
Consumer Discretionary/Cyclical	114.44	-0.1%	-1.7%	-2.8%	-4.6%	-3.2%	17.5%	7.4%	-4.2%	69.9%	43.3%	12.6%	69.4%	-8.1%	Jan '26
Financial Services	50.06	-0.5%	-2.8%	-5.1%	-8.5%	-6.7%	6.6%	14.9%	-8.6%	59.5%	58.5%	35.6%	74.5%	-11.2%	Jan '26
Real Estate	93.62	-0.1%	-2.0%	0.3%	5.5%	2.3%	7.6%	3.3%	5.8%	30.6%	25.0%	-4.8%	39.6%	-2.4%	Mar '26
Communication Services	117.38	-0.2%	-1.2%	0.5%	0.8%	1.5%	23.3%	23.1%	-0.3%	131.9%	64.6%	56.5%	155.1%	-2.2%	Jan '26
Energy	55.60	-1.3%	-1.1%	1.1%	22.0%	26.9%	31.5%	7.9%	24.4%	48.9%	151.0%	124.0%	55.1%	-2.5%	Mar '26
Industrials	170.02	-0.5%	-3.4%	-2.8%	8.2%	12.1%	32.4%	19.3%	9.6%	79.8%	92.1%	72.5%	111.0%	-5.0%	Mar '26
Technology	139.76	0%	-0.1%	-2.2%	-5.4%	3.4%	35.0%	24.6%	-2.9%	110.4%	119.6%	64.3%	145.8%	-8.0%	Oct '25
Consumer Staples/Defensive	85.72	-0.3%	-1.7%	-3.0%	9.7%	8.0%	8.1%	1.5%	10.4%	30.7%	48.9%	23.6%	38.3%	-4.8%	Feb '26
Healthcare	153.15	-0.7%	-2.5%	-2.0%	0.1%	10.6%	6.7%	14.5%	-1.1%	29.6%	45.0%	17.2%	32.6%	-4.4%	Feb '26
Utilities	46.56	-0.6%	-1.5%	4.4%	9.0%	11.0%	23.7%	16.0%	9.1%	58.5%	76.0%	48.3%	67.3%	-2.5%	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	143.05	0%	-1.3%	-3.2%	0.8%	5.7%	25.6%	22.4%	1.1%	74.7%	63.8%	44.3%	96.1%	-3.8%	Feb '26
MSCI Emerging Markets	58.68	0.4%	-0.6%	-4.7%	8.5%	13.8%	37.5%	34.0%	7.3%	67.1%	20.0%	31.6%	85.3%	-7.3%	Feb '26
FTSE Europe	84.67	0.04%	-2.2%	-5.3%	2.7%	7.6%	22.4%	35.8%	1.3%	59.2%	56.5%	40.2%	105.4%	-6.4%	Feb '26
MSCI Japan	86.46	1.0%	-2.4%	-8.0%	6.5%	10.3%	32.5%	25.9%	7.1%	66.5%	43.5%	42.7%	94.4%	-8.0%	Feb '26
MSCI India	49.93	-0.10%	-0.7%	-6.7%	-6.8%	-6.2%	2.6%	2.7%	-7.6%	28.1%	22.7%	8.2%	24.3%	-15.0%	Sep '24
MSCI China	58.70	1.8%	2.7%	-5.2%	-3.7%	-7.5%	7.5%	31.0%	-2.3%	36.0%	-24.4%	3.7%	58.7%	-11.3%	Oct '25
International Bond	48.47	-0.08%	-0.6%	-0.2%	0.7%	0.7%	4.5%	2.9%	0.5%	14.1%	1.2%	1.9%	18.0%	-1.3%	Feb '26
iShares Latin America	34.93	1.5%	-0.7%	-5.8%	14.1%	27.9%	62.1%	52.7%	14.7%	74.6%	77.0%	98.7%	78.3%	-6.4%	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	622.72	-0.2%	-1.2%	-2.1%	-1.5%	3.6%	23.3%	17.8%	-0.7%	83.0%	84.8%	50.2%	99.0%	-2.7%	Jan '26
US Large Growth	451.37	-0.2%	-0.4%	-1.4%	-5.7%	-1.4%	24.8%	18.3%	-4.6%	104.9%	92.1%	50.4%	120.9%	-8.1%	Oct '25
US Large Value	218.07	-0.3%	-2.3%	-3.0%	3.0%	8.0%	20.2%	15.7%	3.7%	56.2%	59.2%	40.2%	70.1%	-3.3%	Feb '26

US MidCap Blend	295.34	-0.9%	-2.6%	-2.4%	-0.3%	1.3%	17.5%	11.6%	1.8%	51.8%	43.0%	24.2%	65.6%	-3.8%	Feb '26
US MidCap Growth	271.87	-1.0%	-1.9%	-1.2%	-5.3%	-7.2%	13.3%	10.7%	-2.6%	50.6%	30.1%	11.3%	64.3%	-8.7%	Oct '25
US MidCap Value	186.11	-0.7%	-3.0%	-3.2%	3.3%	7.8%	19.9%	12.1%	4.9%	50.6%	53.3%	35.6%	63.9%	-4.3%	Feb '26

US Small Blend	266.65	-0.5%	-3.2%	-4.1%	0.5%	4.0%	21.9%	8.9%	3.4%	50.1%	30.4%	24.5%	61.5%	-4.7%	Feb '26
US Small Growth	325.22	-0.07%	-2.9%	-4.1%	-3.9%	3.4%	26.5%	12.9%	0.7%	51.3%	6.0%	12.9%	60.3%	-8.1%	Jan '26
US Small Value	191.06	-0.1%	-3.6%	-4.7%	1.4%	8.8%	28.6%	12.4%	5.4%	46.8%	25.6%	23.1%	55.1%	-4.9%	Feb '26

Foreign Large Blend	99.22	0.2%	-2.1%	-5.5%	4.1%	8.2%	25.1%	31.6%	3.3%	59.3%	52.5%	41.8%	97.0%	-6.1%	Feb '26
Foreign Growth	116.01	0.2%	-2.4%	-5.5%	1.9%	3.6%	17.0%	20.7%	1.8%	40.0%	25.6%	12.6%	70.6%	-6.0%	Feb '26
Foreign Value	74.83	0.3%	-1.9%	-5.6%	6.2%	12.3%	33.2%	42.2%	4.8%	79.0%	81.6%	75.5%	125.1%	-6.4%	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	22.95		0.3%	0.7%	-0.3%	-1.9%	-2.0%	2.1%	3.6%	-1.5%	21.8%	26.9%	23.5%	29.2%	-2.2%	Jan '26
Ultra Short- Janus AAA CLO	50.46		0.04%	0.0%	-0.1%	0.7%	1.8%	4.7%	5.2%	0.1%	20.8%	24.5%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.51		0%	0.3%	-0.3%	-0.9%	1.0%	5.4%	6.9%	-1.3%	24.5%	27.5%	25.2%	31.5%	-1.6%	Jan '26
Interval CEF- Cliffwater	10.51	p	EOD	0.2%	0.2%	1.2%	3.3%	7.7%	8.9%	0.7%	36.4%	60.0%	48.2%	41.5%	New Peak	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	53.10		-0.3%	-1.7%	-3.5%	-0.8%	3.3%	24.5%	17.7%	-0.5%	85.3%	105.3%	85.6%	104.9%	-3.8%	Feb '26
Int’l Min Volatility- Franklin	39.72		0.2%	-1.9%	-2.2%	8.9%	17.1%	30.4%	27.1%	7.9%	79.5%	113.9%	92.4%	106.5%	-4.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.40	p	EOD	-3.6%	-6.0%	-3.7%	-0.6%	14.0%	3.0%	0.5%	69.7%	92.9%	87.7%	92.9%	-7.8%	Feb '26
Small Value- Avantis	108.28		-0.7%	-4.2%	-6.1%	2.3%	7.4%	27.5%	7.4%	6.2%	51.0%	56.7%	43.7%	64.9%	-6.3%	Feb '26
Mid Value- Pacer Cash Cows	62.98		-0.9%	-2.2%	-2.3%	3.4%	9.9%	17.3%	9.0%	4.7%	45.8%	77.0%	44.6%	56.5%	-3.0%	Feb '26
Growth- S&P Momentum	119.08		-0.2%	-1.0%	-1.3%	-2.0%	-0.5%	30.5%	26.6%	-0.2%	132.2%	140.6%	93.9%	138.2%	-3.9%	Oct '25
Invesco S&P Quality	77.99		-0.08%	-2.1%	-2.8%	2.6%	7.6%	18.9%	13.2%	3.9%	81.9%	92.0%	54.6%	103.8%	-3.6%	Feb '26
Rotation Factor- BlackRock	60.46		0.08%	-1.0%	-2.3%	-1.3%	4.2%	26.4%	20.0%	-0.6%	106.1%	97.9%	68.1%	127.7%	-2.4%	Feb '26
US Min Volatility- Fidelity	67.09		-0.5%	-1.3%	-1.9%	-0.2%	2.6%	13.1%	11.8%	0.5%	56.1%	66.8%	36.7%	66.8%	-2.3%	Feb '26
Derivative Income- JPMorgan	58.19		-0.3%	-1.5%	-1.2%	2.0%	5.0%	10.8%	8.1%	2.3%	40.6%	56.0%	32.4%	51.2%	-2.2%	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	16.17	p	EOD	1.3%	0.8%	2.9%	1.2%	7.3%	6.5%	2.3%	26.3%	34.9%	32.4%	32.0%	-0.3%	Mar '26
Multistrategy- AQR	14.42	p	EOD	-0.4%	0.1%	4.0%	6.4%	14.6%	16.4%	2.9%	42.5%	77.2%	69.1%	51.1%	-1.2%	Feb '26
Long Short- AQR	20.62	p	EOD	-0.8%	-1.6%	-1.1%	6.2%	24.0%	34.4%	-2.6%	99.3%	194.8%	151.6%	139.9%	-3.1%	Dec '25
Mkt Neutral- BlackRock	14.99	p	EOD	0.2%	2.9%	4.0%	6.2%	19.3%	18.3%	2.8%	64.4%	69.0%	73.8%	74.4%	New Peak	Mar '26
Multi Strategy- Variant	26.54	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	0.8%	22.1%	47.7%	34.9%	26.5%	New Peak	Mar '26
Long Short- First Trust	70.58		-0.4%	-0.8%	-1.1%	-0.9%	3.2%	11.7%	9.1%	-0.6%	50.7%	61.3%	42.8%	57.9%	-2.1%	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)	307.04	0.2%	1.3%	-1.3%	-1.7%	27.8%	87.7%	66.0%	-1.9%	241.3%	194.6%	113.4%	217.1%	-10.7%	Feb '26
Meta (Communications)	654.07	1.0%	-2.0%	-2.2%	0.3%	-12.8%	8.3%	13.1%	-0.9%	266.9%	140.5%	94.6%	416.6%	-17.1%	Aug '25
Amazon (Cyclical)	214.33	0.4%	-1.1%	5.0%	-6.9%	-6.8%	9.0%	5.2%	-7.1%	136.2%	37.7%	25.8%	89.8%	-15.6%	Nov '25
Tesla (Cyclical)	399.23	0.1%	-1.7%	-6.8%	-10.7%	8.2%	73.1%	11.4%	-11.2%	130.2%	71.2%	-0.2%	83.8%	-18.5%	Dec '25
Procter & Gamble (Defensive)	156.01	0.5%	-1.4%	-2.5%	11.6%	-0.3%	-7.4%	-12.3%	9.6%	22.8%	39.5%	6.6%	37.2%	-10.3%	Dec '24
PepsiCo (Defensive)	160.78	-0.5%	-1.0%	-4.1%	8.8%	13.6%	9.8%	-1.8%	13.0%	3.4%	40.9%	6.3%	6.4%	-9.3%	May '23
Coca-Cola (Defensive)	77.88	0.10%	-0.3%	-0.9%	12.7%	16.9%	12.9%	15.6%	11.4%	44.0%	77.9%	48.0%	55.7%	-4.5%	Feb '26
Exxon Mobil (Energy)	148.13	-1.5%	-1.1%	-4.1%	24.7%	34.1%	40.4%	16.0%	23.9%	52.2%	192.6%	170.5%	69.3%	-4.1%	Feb '26
Chevron (Energy)	186.29	-1.7%	0.1%	1.2%	24.8%	20.2%	26.3%	10.1%	23.4%	32.5%	106.3%	85.4%	36.4%	-1.9%	Mar '26
JPMorgan Chase (Financial)	288.73	-0.4%	-3.6%	-7.1%	-8.6%	-4.6%	28.6%	37.3%	-10.0%	131.9%	112.5%	99.2%	201.4%	-13.7%	Jan '26
Visa (Financial)	314.43	-0.5%	-1.9%	-4.5%	-8.8%	-8.1%	-4.6%	11.8%	-10.2%	48.8%	44.2%	46.6%	81.2%	-15.3%	Jun '25
Mastercard (Financial)	514.72	-0.6%	-1.6%	-4.2%	-8.5%	-12.3%	-1.5%	9.0%	-9.7%	50.9%	37.8%	42.3%	85.1%	-13.8%	Aug '25
Bank of America (Financial)	48.56	1.4%	-2.9%	-9.3%	-10.5%	-3.3%	25.4%	28.0%	-11.2%	73.4%	47.2%	17.1%	78.0%	-14.7%	Jan '26
UnitedHealth (Health)	282.34	-1.0%	-3.3%	1.2%	-16.2%	-19.1%	-40.7%	-33.1%	-14.5%	-35.4%	-13.3%	-39.9%	-40.2%	-53.6%	Nov '24
Johnson & Johnson (Health)	243.71	0.5%	-0.6%	1.7%	16.7%	38.1%	51.0%	47.5%	18.4%	75.8%	76.4%	60.6%	66.0%	-2.0%	Mar '26
Eli Lilly (Health)	1001.35	-0.7%	-0.2%	-1.2%	-0.6%	32.8%	22.4%	40.2%	-6.7%	225.0%	412.9%	283.2%	217.3%	-9.6%	Nov '25
Union Pacific (Industrials)	250.21	-1.3%	-6.2%	-4.3%	6.5%	17.1%	7.7%	3.9%	8.7%	36.7%	30.5%	11.4%	41.3%	-6.3%	Mar '26
Honeywell (Industrials)	240.61	1.3%	-2.2%	-0.4%	24.7%	19.9%	25.0%	-6.4%	23.9%	40.8%	33.1%	35.1%	59.2%	-3.0%	Mar '26
Nvidia (IT)	184.77	1.2%	0.9%	-2.8%	2.1%	4.3%	69.9%	38.9%	-0.9%	705.2%	1325.5%	514.6%	1508.7%	-10.8%	Oct '25
Broadcom (IT)	342.58	-0.9%	7.9%	-0.1%	-15.5%	-4.4%	81.8%	50.6%	-1.0%	482.8%	739.4%	457.5%	739.1%	-16.9%	Dec '25
Adobe (IT)	275.13	-2.6%	0.7%	7.0%	-21.5%	-21.5%	-36.6%	-21.3%	-21.4%	-16.5%	-39.0%	-51.3%	-3.9%	-56.7%	Feb '24
Oracle (IT)	149.40	-1.4%	-1.9%	-4.9%	-24.7%	-51.3%	4.7%	18.1%	-23.1%	84.2%	137.3%	79.9%	143.7%	-54.3%	Sep '25
salesforce.com (IT)	194.91	-2.0%	0.9%	5.4%	-25.6%	-20.6%	-29.2%	-20.2%	-26.4%	13.9%	-8.6%	-22.8%	38.6%	-46.6%	Dec '24
Linde PLC (Materials)	477.94	-1.2%	-4.3%	2.2%	18.5%	-0.8%	6.7%	3.2%	12.1%	45.5%	90.7%	49.0%	83.7%	-6.2%	Mar '26
Sherwin-Williams (Materials)	330.33	-0.9%	-5.0%	-9.8%	0.5%	-10.0%	-5.6%	-3.8%	2.2%	58.4%	47.1%	1.3%	69.2%	-16.4%	Nov '24
American Tower (Real Estate)	186.12	-0.3%	-2.5%	3.1%	3.4%	-3.5%	-8.2%	-0.9%	6.0%	7.7%	0.8%	-26.2%	12.9%	-19.4%	Sep '24
Prologis Inc. (Real Estate)	136.16	0.7%	-2.3%	-2.7%	5.1%	20.6%	20.3%	25.1%	6.7%	28.0%	57.3%	-6.9%	50.1%	-4.6%	Mar '26
NextEra Energy (Utilities)	91.54	-0.5%	-1.1%	0.9%	13.5%	30.1%	27.3%	15.5%	14.8%	36.9%	39.2%	12.1%	38.9%	-3.7%	Feb '26
Duke Energy (Utilities)	129.69	-1.1%	-1.7%	4.5%	14.3%	8.0%	14.1%	12.7%	11.6%	57.0%	73.6%	47.9%	73.1%	-2.1%	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	15.94	p	EOD	-0.5%	-0.5%	1.2%	2.5%	9.6%	9.4%	1.1%	24.6%	12.3%	9.5%	31.2%	-1.4%	Feb '26
Moderate-60% Stock	65.83		-0.05%	-1.0%	-1.9%	1.1%	4.3%	17.9%	16.4%	1.3%	47.6%	37.7%	27.2%	61.5%	-2.6%	Feb '26
Mod Agg-80% Stock	51.52	p	EOD	-1.2%	-2.6%	1.4%	5.3%	22.4%	19.6%	1.6%	60.3%	48.4%	34.9%	77.2%	-3.3%	Feb '26
Aggressive-90% Stock	30.80	p	EOD	-1.5%	-3.2%	1.8%	6.3%	24.8%	20.9%	1.8%	61.6%	50.0%	33.8%	78.7%	-4.2%	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	70011.91	2.4%	-3.7%	4.5%	-24.3%	-39.4%	-15.5%	-6.3%	-20.0%	246.8%	21.1%	50.7%	265.5%	-43.9%	Oct '25
Ethereum	2033.49	2.0%	-4.4%	4.8%	-37.2%	-54.4%	5.9%	-11.0%	-31.5%	42.3%	11.4%	-45.9%	57.0%	-57.9%	Aug '25
BNB	643.47	1.4%	-2.2%	6.0%	-27.4%	-28.7%	16.7%	23.1%	-25.5%	131.9%	122.0%	25.6%	137.5%	-50.9%	Oct '25
Solana	85.96	1.2%	-5.4%	8.5%	-37.0%	-62.4%	-31.4%	-34.2%	-30.9%	371.2%	437.5%	-49.5%	175.8%	-67.2%	Jan '25
Bitcoin ETF	39.71	1.5%	-4.2%	3.7%	-23.8%	-38.9%	-15.9%	-6.4%	-20.0%	-	-	-	-	-44.3%	Oct '25
Grayscale Bitcoin (hi fee)	54.60	1.5%	-4.2%	3.7%	-23.9%	-39.3%	-16.9%	-7.6%	-20.1%	438.2%	15.6%	76.4%	439.2%	-44.5%	Oct '25
Bloomberg Commodities	23.37	1.0%	4.6%	9.7%	19.0%	28.4%	29.0%	14.9%	19.7%	42.4%	74.2%	51.9%	31.8%	-0.6%	Mar '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	4.77	0.7%	1.2%	-0.9%	-0.4%	2.6%	3.6%	1.1%	-1.4%	28.9%	109.2%	136.7%	22.8%	-6.5%	Oct '23
10yr Treasury rate	4.14	0%	1.4%	-0.9%	-0.1%	3.1%	-3.5%	-9.0%	-0.6%	11.9%	170.9%	154.1%	6.0%	-17.1%	Oct '23
5yr Treasury rate	3.72	-0.6%	1.3%	-0.7%	0.0%	3.8%	-8.1%	-15.0%	-0.2%	-6.0%	377.5%	172.2%	-9.7%	-25.1%	Oct '23
13-week T-bill	3.60	0.06%	0.0%	-0.1%	0.8%	-8.5%	-14.3%	-15.7%	1.4%	-25.2%	12739.3%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	83.45	-2.4%	11.8%	29.1%	44.9%	33.8%	26.0%	-19.9%	45.3%	8.8%	26.4%	9.7%	-4.4%	-11.9%	Mar '26
Gold	5229.70	0.6%	2.1%	3.1%	22.0%	43.8%	79.5%	64.5%	20.9%	180.9%	203.6%	190.6%	213.1%	-1.7%	Jan '26
USD/EUR	0.86	-0.10%	-0.1%	2.2%	0.6%	0.9%	-6.8%	-11.4%	1.0%	-9.0%	2.6%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	158.26	0.3%	0.3%	2.4%	1.6%	7.5%	7.6%	-0.4%	1.2%	16.0%	46.0%	37.5%	7.9%	-2.1%	Jul '24
S&P 500 Volatility Index	24.93	-2.2%	17.9%	41.2%	67.9%	69.5%	-7.4%	-13.8%	66.8%	0.5%	13.8%	50.2%	-25.7%	-52.4%	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	50.82		-0.4%	-0.4%	-0.2%	0.7%	1.7%	5.0%	6.1%	0.4%	19.5%	18.5%	17.7%	22.9%	-0.5%	Feb '26
Interm Muni- JPMorgan	50.69		-0.09%	-0.2%	-0.2%	0.9%	2.1%	4.2%	4.3%	0.7%	12.2%	7.1%	5.0%	16.6%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.87		-0.07%	-0.3%	0.4%	1.2%	2.4%	6.6%	8.8%	0.8%	16.1%	4.1%	4.4%	21.4%	-0.9%	Feb '26
Interm Bond- Vanguard	77.93		-0.3%	-0.4%	0.3%	0.5%	0.9%	6.3%	8.5%	0.4%	15.4%	2.8%	2.5%	20.4%	-1.1%	Feb '26
Multisector Bond- Intrepid	8.89	p	EOD	-0.2%	-0.6%	0.1%	1.2%	6.3%	8.2%	-0.4%	28.7%	34.9%	27.8%	34.3%	-1.2%	Jan '26
Int’l Bond- JPMorgan	48.46		0.08%	-0.7%	-1.1%	0.4%	0.9%	6.1%	8.2%	-0.1%	18.5%	14.8%	13.6%	27.6%	-1.6%	Feb '26
Long Bond- Vanguard	75.69		-1.1%	-1.2%	-0.5%	-0.4%	-1.3%	5.4%	7.2%	0.2%	13.1%	-6.7%	-11.4%	25.1%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	-0.3%	-0.3%	0.9%	2.0%	2.9%	3.3%	0.5%	11.7%	3.2%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.61		-0.2%	-0.4%	-0.4%	0.9%	2.5%	4.2%	3.4%	0.5%	10.3%	3.9%	2.5%	14.4%	-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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