Subject: 2026 YTD Performance
2026 YTD price performance as of 5/3/26.

SP500  5.62%
RSP 5.88% (sp500 eq weighted)
DFVE 8.31% (fortune 500 eq weighted)
QQQE 7.88% (nasdaq 100 eq weighted)
FSMAX 8.97% (total US mkt ex sp500)

Berkshire -5.9%
Markel -17.23%
WRBerkley -5.33%

international
VXUS 9.98% (all developed markets ex-US plus emerging)
VSS 10.04% (region same as above but small cap)
INDA -9.12% (india)
IDEV 6.9% (MSCI international)
EEM 17.22% (emerging)

alternative asset
BN -1.44% (brookfield corp)
BAM -8.42% (brookfield asset)
APO -9.88% (apollo)
ARES -26.38% (ares)
BX -18.03% (blackstone)
CG -16.36% (carlyle)
KKR -18.67% (KKR)
OWL -33.20% (blue owl)