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S&P 500

Return

85.4%

[

13.0%

annualized]

Dec 31 2020 - Jan 13 2026

-0.2%

Below
Peak
Jan '26

DJIA (Large Value)

Return

60.7%

[

9.9%

annualized]

Dec 31 2020 - Jan 13 2026

-0.8%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

33.3%

[

5.9%

annualized]

Dec 31 2020 - Jan 13 2026

-0.1%

Below
Peak
Jan '26

Performance Range:

As of Jan 13 11:20 PM EDT, next update on next market open

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	6963.74	-0.2%	0.6%	2.0%	4.8%	11.1%	19.2%	16.4%	1.7%	74.1%	83.5%	45.2%	94.7%	-0.2%	Jan '26
DJIA (Large Value)	49191.99	-0.8%	0.4%	1.5%	6.3%	10.6%	15.7%	13.0%	2.3%	43.4%	58.7%	34.5%	68.4%	-0.8%	Jan '26
Russell 2000 (Small Cap)	2633.11	-0.10%	2.2%	3.2%	5.5%	17.0%	18.6%	11.3%	6.1%	39.5%	22.2%	15.9%	56.0%	-0.1%	Jan '26
NASDAQ Comp (Tech/Growth)	23709.87	-0.10%	0.5%	2.2%	5.3%	14.9%	24.5%	20.4%	2.0%	114.0%	80.8%	49.8%	127.6%	-1.0%	Oct '25
Aggregate Bond	100.20	0.09%	0.1%	0.7%	0.4%	4.2%	8.7%	7.2%	0.3%	11.7%	-0.8%	0.8%	17.7%	-0.1%	Nov '25
Corp Bond	110.75	0.2%	0.2%	0.9%	-0.1%	4.8%	10.1%	7.9%	0.5%	14.2%	-2.0%	-0.7%	25.9%	-0.8%	Oct '25
High Yield Bond	81.04	0%	0.2%	1.1%	2.1%	4.2%	9.2%	8.6%	0.5%	26.3%	21.5%	17.1%	37.0%	New Peak	Jan '26
Preferred	31.65	0.09%	0.8%	2.2%	2.1%	4.7%	8.3%	4.9%	2.2%	17.8%	11.1%	3.5%	27.0%	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	48.73	0.4%	4.4%	8.5%	9.9%	8.2%	15.3%	9.9%	7.5%	23.3%	40.8%	18.2%	51.7%	New Peak	Jan '26
Consumer Discretionary/Cyclical	124.21	-0.2%	2.7%	3.1%	6.2%	12.2%	13.1%	7.4%	4.0%	82.4%	54.8%	22.2%	83.8%	-0.2%	Jan '26
Financial Services	54.23	-1.9%	-2.5%	-1.0%	2.2%	3.9%	14.0%	14.9%	-1.0%	57.6%	87.9%	47.0%	89.1%	-3.8%	Jan '26
Real Estate	90.09	0.6%	1.8%	1.6%	1.5%	1.6%	7.1%	3.2%	1.8%	15.3%	29.7%	-8.4%	34.4%	-4.1%	Nov '24
Communication Services	116.89	-0.6%	-0.2%	0.6%	2.3%	9.9%	23.8%	23.1%	-0.7%	130.6%	88.7%	55.8%	154.1%	-1.5%	Sep '25
Energy	47.00	1.4%	4.1%	4.2%	9.8%	8.5%	6.5%	7.9%	5.1%	15.7%	155.3%	89.6%	31.2%	New Peak	Jan '26
Industrials	164.01	0.5%	3.2%	5.0%	7.4%	9.4%	23.7%	19.3%	5.7%	67.6%	96.7%	66.5%	103.6%	New Peak	Jan '26
Technology	146.48	-0.2%	0.0%	2.1%	4.2%	14.9%	29.4%	24.6%	1.7%	129.4%	136.6%	72.2%	157.6%	-3.5%	Oct '25
Consumer Staples/Defensive	81.11	1.2%	5.9%	2.9%	3.4%	1.8%	8.9%	1.5%	4.4%	17.7%	40.4%	17.0%	30.9%	-1.1%	Aug '25
Healthcare	156.74	-0.4%	-1.8%	2.2%	10.6%	17.1%	13.9%	14.5%	1.3%	21.6%	45.6%	20.0%	35.7%	-1.8%	Jan '26
Utilities	42.85	0.6%	2.3%	0.8%	-5.8%	5.0%	16.5%	16.0%	0.4%	31.8%	60.0%	36.6%	54.0%	-7.1%	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	144.89	-0.3%	0.8%	3.1%	6.2%	13.0%	26.2%	22.4%	2.4%	70.4%	69.8%	46.2%	98.6%	-0.3%	Jan '26
MSCI Emerging Markets	57.51	-0.7%	1.2%	7.5%	10.1%	20.7%	42.7%	34.0%	5.1%	49.9%	17.2%	28.9%	81.6%	-0.7%	Jan '26
FTSE Europe	85.79	-0.5%	0.7%	4.7%	8.2%	11.7%	39.6%	35.8%	2.6%	57.0%	62.0%	42.0%	108.1%	-0.5%	Jan '26
MSCI Japan	84.45	-1.0%	1.8%	4.3%	9.5%	21.0%	35.3%	25.8%	4.6%	62.5%	36.3%	39.3%	89.7%	-1.0%	Jan '26
MSCI India	53.04	-0.7%	-2.1%	-0.2%	0.5%	-3.4%	4.1%	2.7%	-1.9%	26.1%	36.3%	14.9%	32.0%	-9.8%	Sep '24
MSCI China	63.52	-1.2%	2.7%	4.5%	2.7%	15.7%	44.8%	31.0%	5.7%	27.6%	-17.5%	11.8%	71.7%	-4.0%	Oct '25
International Bond	48.54	-0.08%	0.0%	0.7%	0.0%	1.9%	4.7%	2.9%	0.5%	13.8%	-0.4%	1.9%	18.0%	-0.4%	Oct '25
iShares Latin America	31.88	-0.13%	1.3%	3.9%	18.1%	29.3%	56.4%	52.6%	4.7%	50.7%	48.1%	80.9%	62.4%	-0.1%	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	638.03	-0.2%	0.6%	2.1%	5.1%	11.7%	20.7%	17.8%	1.7%	81.6%	97.1%	53.9%	103.9%	-0.2%	Jan '26
US Large Growth	475.81	-0.3%	-0.2%	1.0%	2.4%	11.1%	20.8%	18.3%	0.5%	116.3%	104.6%	58.5%	132.8%	-3.1%	Oct '25
US Large Value	217.51	-0.10%	1.5%	3.2%	7.6%	11.7%	18.5%	15.7%	3.4%	45.5%	68.8%	39.8%	69.7%	-0.1%	Jan '26

US MidCap Blend	299.42	0.08%	1.2%	2.1%	3.0%	6.5%	14.0%	11.6%	3.2%	46.3%	51.0%	25.9%	67.9%	New Peak	Jan '26
US MidCap Growth	286.91	0.2%	0.4%	1.6%	-1.8%	0.7%	11.8%	10.7%	2.8%	54.8%	36.7%	17.5%	73.4%	-3.6%	Oct '25
US MidCap Value	183.44	0.08%	1.8%	2.5%	6.5%	10.8%	15.4%	12.1%	3.4%	37.8%	64.7%	33.6%	61.6%	New Peak	Jan '26

US Small Blend	272.52	0.11%	1.9%	4.1%	7.0%	12.8%	14.0%	8.9%	5.6%	45.3%	40.8%	27.3%	65.1%	New Peak	Jan '26
US Small Growth	343.97	-0.2%	2.2%	3.5%	4.4%	18.5%	20.7%	12.9%	6.5%	52.4%	14.0%	19.4%	69.5%	-0.2%	Jan '26
US Small Value	191.86	0.1%	2.4%	3.0%	7.5%	17.2%	19.7%	12.4%	5.9%	37.1%	46.2%	23.6%	55.7%	New Peak	Jan '26

Foreign Large Blend	98.84	-0.6%	0.9%	4.3%	7.7%	13.1%	36.3%	31.5%	2.9%	54.4%	52.8%	41.1%	96.2%	-0.6%	Jan '26
Foreign Growth	118.95	-0.8%	1.0%	5.4%	5.6%	9.3%	27.0%	20.7%	4.4%	39.5%	26.0%	15.4%	74.9%	-0.8%	Jan '26
Foreign Value	72.70	-0.3%	1.1%	3.5%	10.0%	16.8%	45.4%	42.2%	1.8%	69.7%	81.6%	70.3%	118.6%	-0.3%	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	0.04%	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	50.66	0.04%	0.1%	0.6%	1.5%	2.7%	5.1%	5.2%	0.2%	21.7%	24.2%	22.8%	25.1%	New Peak	Jan '26
Bank Loan- Invesco	21.06	0%	0.1%	0.7%	2.8%	3.7%	7.0%	6.9%	0.3%	26.8%	29.2%	27.3%	33.7%	New Peak	Jan '26
Interval CEF- Cliffwater	10.46	0%	0.1%	-2.0%	-0.6%	1.3%	5.9%	6.1%	0.2%	33.9%	50.7%	37.6%	34.0%	-2.3%	Dec '25

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	54.55	-0.2%	0.8%	3.2%	5.9%	11.2%	19.9%	17.7%	2.2%	83.8%	126.1%	90.6%	110.5%	-0.2%	Jan '26
Int’l Min Volatility- Franklin	37.55	0.03%	1.5%	3.0%	9.4%	16.6%	29.3%	27.1%	2.0%	70.7%	110.0%	82.0%	95.3%	New Peak	Jan '26
MidCap 30 - Hennessy (hi fee)	25.91	0.5%	3.1%	4.3%	9.5%	12.7%	9.0%	3.4%	6.8%	151.3%	293.9%	239.8%	249.3%	New Peak	Jan '26
Small Value- Avantis	107.04	0.2%	1.8%	2.2%	8.3%	13.5%	11.8%	7.4%	5.0%	41.7%	82.8%	42.0%	63.0%	-0.3%	Jan '26
Mid Value- Pacer Cash Cows	61.87	-0.03%	1.1%	1.9%	10.2%	11.3%	10.3%	9.0%	2.8%	34.5%	90.6%	42.1%	53.7%	-0.2%	Jan '26
Growth- S&P Momentum	120.13	-0.3%	0.0%	1.1%	-0.1%	6.7%	26.8%	26.6%	0.7%	118.9%	141.1%	95.6%	140.4%	-3.0%	Oct '25
Invesco S&P Quality	77.29	-0.4%	1.1%	2.1%	5.5%	8.9%	17.5%	13.3%	3.0%	75.8%	94.0%	53.3%	102.0%	-0.4%	Jan '26
Rotation Factor- BlackRock	61.35	-0.5%	0.0%	1.3%	4.7%	12.1%	21.9%	20.0%	0.9%	105.5%	107.9%	70.5%	131.0%	-0.5%	Dec '25
US Min Volatility- Fidelity	67.78	-0.3%	1.0%	1.5%	4.2%	8.1%	14.6%	11.8%	1.5%	50.1%	71.2%	38.1%	68.5%	-0.3%	Jan '26
Derivative Income- JPMorgan	58.25	-0.09%	0.8%	1.6%	4.5%	6.6%	10.1%	8.1%	1.8%	33.0%	59.8%	31.8%	50.4%	-0.1%	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	0.2%	-0.3%	0.2%	-0.7%	1.5%	5.6%	6.5%	-0.2%	24.8%	35.5%	34.0%	33.5%	-1.9%	Aug '25
Multistrategy- AQR	14.13	0%	-0.2%	-0.1%	1.8%	6.9%	13.9%	13.8%	0.9%	42.8%	77.9%	62.6%	45.3%	-1.3%	Nov '25
Long Short- AQR	20.92	-0.2%	-1.5%	0.3%	7.3%	14.3%	30.9%	34.4%	-1.1%	113.6%	231.0%	165.9%	153.6%	-1.7%	Dec '25
Mkt Neutral- BlackRock	14.79	-0.3%	-0.1%	2.9%	8.4%	14.0%	18.6%	20.7%	1.4%	70.5%	79.5%	74.9%	75.6%	-0.3%	Jan '26
Multi Strategy- Variant	26.28	-0.3%	-0.2%	-2.0%	-0.8%	1.1%	4.3%	4.8%	-0.2%	19.7%	41.3%	26.7%	22.4%	-2.3%	Dec '25
Long Short- First Trust	71.38	-0.1%	0.2%	1.0%	3.8%	9.0%	9.1%	9.1%	0.5%	49.6%	66.1%	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)	335.97	1.2%	4.3%	8.6%	37.0%	85.3%	77.8%	66.0%	7.3%	267.5%	291.1%	133.5%	247.0%	New Peak	Jan '26
Meta (Communications)	631.09	-1.7%	-2.7%	-2.0%	-10.9%	-12.3%	6.5%	13.1%	-4.4%	363.9%	158.7%	87.7%	398.4%	-20.0%	Aug '25
Amazon (Cyclical)	242.60	-1.6%	0.4%	7.3%	12.1%	7.5%	11.4%	5.2%	5.1%	147.2%	55.1%	42.4%	114.9%	-4.5%	Nov '25
Tesla (Cyclical)	447.20	-0.4%	3.7%	-2.6%	4.2%	41.1%	12.8%	11.4%	-0.6%	265.4%	58.8%	11.8%	105.9%	-8.7%	Dec '25
Procter & Gamble (Defensive)	144.24	0.5%	4.5%	1.0%	-2.6%	-4.9%	-7.3%	-12.3%	0.6%	3.1%	20.4%	-2.1%	25.9%	-17.6%	Dec '24
PepsiCo (Defensive)	143.48	1.5%	4.7%	-4.8%	-4.4%	7.9%	2.9%	-1.8%	0.0%	-9.6%	18.1%	-6.0%	-5.9%	-19.8%	May '23
Coca-Cola (Defensive)	71.24	1.0%	5.5%	1.0%	6.3%	4.1%	18.2%	15.6%	1.9%	26.9%	68.2%	35.4%	42.4%	-1.9%	Nov '25
Exxon Mobil (Energy)	126.54	2.0%	6.8%	6.5%	13.7%	13.1%	19.6%	16.0%	5.2%	24.0%	207.7%	129.6%	43.7%	New Peak	Jan '26
Chevron (Energy)	163.87	0.9%	5.6%	9.3%	8.7%	10.5%	9.3%	10.1%	7.5%	4.7%	112.2%	61.5%	18.8%	-1.0%	Jan '23
JPMorgan Chase (Financial)	310.90	-4.2%	-4.9%	-2.0%	3.4%	8.7%	28.2%	37.3%	-3.1%	133.4%	150.1%	114.5%	224.5%	-7.1%	Jan '26
Visa (Financial)	327.88	-4.5%	-7.9%	-5.7%	-5.7%	-6.1%	6.8%	11.8%	-6.5%	50.4%	68.4%	52.6%	88.6%	-11.8%	Jun '25
Mastercard (Financial)	544.99	-3.8%	-5.9%	-4.6%	-3.9%	-1.2%	7.7%	9.0%	-4.4%	47.7%	71.5%	50.6%	96.0%	-8.8%	Aug '25
Bank of America (Financial)	54.54	-1.2%	-2.0%	-1.1%	9.4%	17.1%	21.9%	28.0%	-0.8%	67.5%	81.1%	30.7%	98.8%	-4.7%	Jan '26
UnitedHealth (Health)	333.93	-1.9%	-2.3%	-2.3%	-6.6%	12.5%	-37.1%	-33.1%	1.2%	-27.9%	3.4%	-28.9%	-29.2%	-45.1%	Nov '24
Johnson & Johnson (Health)	213.65	1.9%	3.0%	1.0%	12.7%	38.1%	52.1%	47.5%	3.2%	35.0%	53.3%	40.0%	44.8%	-0.2%	Dec '25
Eli Lilly (Health)	1077.19	-0.4%	-2.8%	4.8%	32.8%	35.3%	45.7%	40.2%	0.2%	205.0%	508.0%	311.5%	240.8%	-3.0%	Nov '25
Union Pacific (Industrials)	229.29	-0.09%	2.1%	-4.4%	1.6%	-0.5%	2.3%	3.9%	-0.9%	15.4%	18.6%	1.6%	28.8%	-7.8%	Aug '24
Honeywell (Industrials)	210.28	0.8%	5.4%	8.6%	7.6%	-5.2%	4.3%	-6.4%	7.8%	9.9%	18.4%	17.5%	38.4%	-6.2%	Jul '25
Nvidia (IT)	185.81	0.5%	-1.7%	6.2%	3.2%	13.3%	41.1%	38.9%	-0.4%	1000.6%	1311.6%	518.1%	1517.8%	-10.2%	Oct '25
Broadcom (IT)	354.61	0.7%	3.2%	-1.3%	3.2%	29.1%	59.2%	50.6%	2.5%	540.6%	772.0%	477.1%	768.6%	-14.0%	Dec '25
Adobe (IT)	309.93	-5.4%	-8.3%	-100.0%	-100.0%	-100.0%	-100.0%	-21.3%	-100.0%	-100.0%	-100.0%	-100.0%	-100.0%	-100.0%	Feb '24
Oracle (IT)	202.29	-1.2%	5.2%	6.8%	-32.2%	-11.4%	30.7%	18.1%	4.1%	135.1%	251.7%	143.6%	230.0%	-38.1%	Sep '25
salesforce.com (IT)	241.06	-7.1%	-9.4%	-7.9%	0.7%	-6.9%	-25.0%	-20.2%	-9.0%	63.2%	13.2%	-4.5%	71.5%	-34.0%	Dec '24
Linde PLC (Materials)	442.90	-0.2%	2.0%	6.4%	-3.2%	-4.9%	5.0%	3.2%	3.9%	37.9%	80.0%	38.1%	70.2%	-8.1%	Sep '25
Sherwin-Williams (Materials)	355.99	-0.5%	7.4%	8.3%	6.4%	3.8%	5.1%	-3.8%	9.9%	48.8%	55.3%	8.9%	82.0%	-10.1%	Nov '24
American Tower (Real Estate)	173.96	1.4%	2.7%	-2.8%	-5.8%	-20.1%	0.7%	-0.9%	-0.9%	-17.3%	-6.3%	-31.0%	5.5%	-24.6%	Sep '24
Prologis Inc. (Real Estate)	130.22	0.9%	2.6%	0.8%	13.7%	21.1%	24.7%	25.1%	2.0%	17.5%	56.9%	-10.9%	43.5%	New Peak	Jan '26
NextEra Energy (Utilities)	81.64	0.6%	4.2%	0.0%	-2.9%	10.4%	23.8%	15.5%	1.7%	5.2%	12.4%	-0.7%	23.1%	-5.4%	Nov '25
Duke Energy (Utilities)	117.39	0.6%	1.0%	1.8%	-7.4%	1.3%	13.8%	12.7%	0.2%	25.9%	55.8%	32.7%	55.3%	-8.2%	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	0%	0.3%	-0.6%	-0.3%	3.6%	9.3%	7.4%	0.8%	22.7%	13.2%	9.4%	31.0%	-1.3%	Oct '25
Moderate-60% Stock	66.10	-0.2%	0.5%	2.2%	4.2%	9.6%	19.4%	16.4%	1.7%	44.2%	40.1%	27.7%	62.1%	-0.2%	Jan '26
Mod Agg-80% Stock	51.89	-0.2%	0.8%	-0.3%	2.1%	8.1%	19.5%	15.9%	2.3%	58.3%	57.1%	37.6%	80.8%	-1.0%	Dec '25
Aggressive-90% Stock	31.07	-0.3%	0.8%	-1.7%	0.7%	7.1%	18.2%	14.5%	2.6%	52.4%	58.3%	34.9%	80.1%	-3.4%	Dec '25

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	95427.02	4.6%	4.5%	5.7%	-15.6%	-20.4%	-1.1%	-6.3%	9.0%	379.3%	143.5%	105.4%	398.1%	-23.5%	Oct '25
Ethereum	3341.69	8.1%	5.5%	8.3%	-19.0%	10.9%	3.7%	-11.0%	12.6%	130.2%	174.3%	-11.2%	158.1%	-30.8%	Aug '25
BNB	944.77	4.3%	5.0%	7.1%	-22.0%	37.0%	35.2%	23.1%	9.4%	221.6%	2160.6%	84.5%	248.7%	-27.9%	Oct '25
Solana	145.27	4.4%	6.6%	9.8%	-28.2%	-10.5%	-22.5%	-34.2%	16.7%	694.3%	4331.5%	-14.7%	366.1%	-44.5%	Jan '25
Bitcoin ETF	53.57	3.3%	3.9%	4.6%	-16.2%	-21.4%	-2.3%	-6.4%	7.9%	-	-	-	-	-24.9%	Oct '25
Grayscale Bitcoin (hi fee)	73.78	3.3%	3.9%	-100.0%	-100.0%	-100.0%	-100.0%	-7.6%	-100.0%	-100.0%	-100.0%	-100.0%	-100.0%	-100.0%	Oct '25
Bloomberg Commodities	20.38	0.5%	2.3%	5.2%	9.6%	12.3%	15.3%	15.1%	4.4%	16.8%	61.6%	32.5%	15.0%	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	4.83	-0.2%	0.3%	-0.6%	4.4%	-2.9%	-3.1%	1.1%	-0.2%	33.3%	157.6%	139.5%	24.3%	-5.4%	Oct '23
10yr Treasury rate	4.17	-0.4%	0.8%	-0.5%	3.7%	-5.8%	-12.9%	-9.0%	0.2%	18.8%	269.4%	156.2%	6.9%	-16.4%	Oct '23
5yr Treasury rate	3.74	-0.6%	1.3%	-0.2%	3.9%	-6.1%	-18.5%	-15.0%	0.6%	3.6%	673.3%	174.2%	-9.0%	-24.6%	Oct '23
13-week T-bill	3.56	0.8%	1.3%	1.0%	-7.6%	-15.8%	-15.5%	-15.7%	0.4%	-20.7%	4646.7%	6617.0%	0.8%	-33.4%	Oct '23
Crude Oil	60.98	-0.3%	8.9%	6.2%	3.9%	-9.0%	-21.3%	-19.9%	6.2%	-23.6%	13.8%	-19.8%	-30.1%	-34.9%	Sep '23
Gold	4635.50	1.0%	4.2%	7.8%	12.0%	38.3%	73.1%	64.5%	7.2%	141.6%	150.5%	157.6%	177.5%	New Peak	Jan '26
EUR/USD	1.16	-0.1%	-0.3%	-0.8%	0.4%	-0.1%	13.5%	12.9%	-0.8%	7.3%	-4.2%	2.4%	20.0%	-1.9%	Sep '25
USD/JPY	159.19	0.8%	1.6%	2.3%	4.9%	7.7%	1.2%	-0.4%	1.8%	23.2%	53.3%	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	15.98	5.7%	3.9%	1.5%	-23.2%	-7.1%	-14.6%	-13.8%	6.9%	-12.9%	-31.3%	-3.7%	-52.4%	-69.5%	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	50.89	0.08%	0.1%	0.5%	1.0%	2.9%	6.3%	6.1%	0.2%	19.9%	18.0%	17.4%	22.6%	New Peak	Jan '26
Interm Muni- JPMorgan	50.75	0.01%	0.0%	0.8%	1.3%	4.7%	5.6%	4.3%	0.5%	11.2%	6.6%	4.8%	16.4%	New Peak	Jan '26
Interm Bond- Janus MSB	45.92	-0.07%	0.3%	1.2%	1.4%	5.8%	10.8%	8.8%	0.5%	13.5%	3.0%	3.6%	20.5%	-0.1%	Jan '26
Interm Bond- Vanguard	78.00	0.1%	-0.1%	0.5%	0.4%	4.2%	10.0%	8.5%	0.2%	13.7%	0.1%	2.3%	20.1%	-0.4%	Nov '25
Multisector Bond- Intrepid	9.06	0%	0.2%	0.2%	1.2%	4.0%	7.7%	7.4%	0.4%	29.7%	38.9%	27.9%	34.4%	-0.1%	Dec '25
Int’l Bond- JPMorgan	49.01	0.09%	0.1%	1.2%	1.5%	3.8%	9.4%	8.2%	0.6%	19.3%	15.4%	14.5%	28.6%	New Peak	Jan '26
Long Bond- Vanguard	76.51	0.2%	0.4%	1.3%	-1.0%	5.9%	10.5%	7.2%	0.9%	9.8%	-11.5%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.46	0%	0.0%	0.5%	1.1%	5.3%	5.7%	4.0%	0.4%	13.8%	6.8%	4.1%	19.6%	New Peak	Jan '26
Long Muni- iShares	57.79	0.02%	0.1%	1.0%	1.7%	5.7%	5.6%	3.4%	0.6%	9.4%	3.4%	2.6%	14.5%	New Peak	Jan '26

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Russell 2000 (Small Cap)

BelowPeak Jan '26

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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performance monitoring, and client presentations.
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Jan '26

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Jan '26

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Jan '26