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Your Al Research Analyst for investment management,
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S&P 500

Return

90.0%

[

20.5%

annualized]

Dec 30 2022 - Jun 09 2026

DJIA (Large Value)

Return

52.1%

[

12.9%

annualized]

Dec 30 2022 - Jun 09 2026

Russell 2000 (Small Cap)

Return

58.9%

[

14.4%

annualized]

Dec 30 2022 - Jun 09 2026

Videos

All →

VizWealth thoughts on Gold & Silver

2:31

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth - Market Leadership has shifted to Internationals

2:04

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

Performance Range:

As of Jun 09 01:10 PM EDT, next update at 01:20 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	7294.93	-1.5%	-4.1%	-1.4%	7.3%	6.6%	21.5%	16.4%	6.6%	69.7%	72.9%	52.1%	103.9%	-4.1%	Jun '26
DJIA (Large Value)	50414.79	-0.7%	-1.7%	1.6%	5.6%	6.0%	17.9%	13.0%	4.9%	48.8%	46.4%	37.8%	72.6%	-2.2%	Jun '26
Russell 2000 (Small Cap)	2797.85	-2.0%	-4.6%	-2.2%	9.6%	10.8%	30.5%	11.3%	12.7%	50.0%	20.2%	23.1%	65.8%	-4.7%	May '26
NASDAQ Comp (Tech/Growth)	25278.47	-2.5%	-6.7%	-3.7%	11.4%	7.2%	29.0%	20.4%	8.8%	90.6%	81.7%	59.7%	142.7%	-6.7%	Jun '26
Aggregate Bond	98.31	0.1%	-0.4%	-0.9%	-1.5%	0.2%	4.6%	7.2%	-0.3%	11.9%	-0.3%	0.2%	17.0%	-2.1%	Feb '26
Corp Bond	108.24	0.2%	-0.6%	-0.9%	-1.5%	-0.2%	5.2%	7.9%	-0.3%	15.3%	-1.6%	-1.5%	24.9%	-2.0%	Feb '26
High Yield Bond	79.54	-0.01%	-0.5%	-0.8%	0.2%	1.3%	5.8%	8.6%	0.6%	26.5%	19.3%	17.2%	37.2%	-1.0%	May '26
Preferred	30.78	-0.6%	-2.1%	-2.9%	-0.3%	1.5%	6.7%	4.9%	1.0%	19.9%	5.7%	2.2%	25.5%	-2.9%	May '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	50.00	0.08%	-3.0%	-3.1%	0.5%	16.3%	15.4%	9.9%	10.7%	34.2%	27.9%	21.8%	56.4%	-6.3%	Feb '26
Consumer Discretionary/Cyclical	114.69	-0.6%	-2.5%	-4.6%	0.3%	-2.4%	8.1%	7.4%	-3.8%	45.8%	39.3%	13.1%	70.1%	-7.7%	Jan '26
Financial Services	52.15	0.4%	1.4%	1.8%	4.2%	-1.3%	3.8%	14.9%	-4.3%	65.1%	50.6%	42.0%	82.7%	-7.1%	Jan '26
Real Estate	97.47	2.1%	3.1%	0.9%	5.1%	11.9%	12.6%	3.3%	11.3%	33.1%	12.5%	0.1%	46.9%	NewNew Peak	Jun '26
Communication Services	110.86	-0.2%	-2.4%	-5.2%	-5.4%	-4.1%	8.5%	23.1%	-5.5%	81.2%	47.1%	48.2%	141.7%	-7.4%	Jan '26
Energy	57.33	-1.7%	-1.1%	2.9%	2.4%	27.3%	41.6%	7.9%	29.1%	55.4%	147.6%	132.4%	61.0%	-8.4%	Mar '26
Industrials	172.71	-0.5%	-0.8%	-0.3%	1.3%	13.4%	20.9%	19.3%	11.7%	76.4%	79.5%	75.8%	114.9%	-3.2%	Mar '26
Technology	176.33	-4.3%	-11.0%	0.5%	26.3%	19.5%	48.1%	24.6%	22.6%	116.9%	161.5%	107.6%	210.4%	-11.0%	Jun '26
Consumer Staples/Defensive	83.92	1.0%	2.6%	-0.3%	-1.8%	9.1%	5.7%	1.5%	8.6%	24.5%	35.8%	21.7%	36.2%	-6.2%	Feb '26
Healthcare	153.82	0.8%	5.1%	7.2%	0.1%	3.4%	16.7%	14.5%	-0.2%	24.0%	35.1%	18.2%	33.7%	-3.6%	Feb '26
Utilities	43.92	0.9%	0.1%	-1.8%	-5.6%	4.2%	12.0%	16.0%	3.6%	45.0%	55.9%	40.9%	58.9%	-7.3%	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	152.86	-1.3%	-4.4%	-1.6%	6.9%	8.9%	23.4%	22.4%	8.0%	70.4%	64.9%	54.2%	109.6%	-4.4%	Jun '26
MSCI Emerging Markets	64.98	-1.2%	-8.2%	-4.4%	11.2%	20.9%	40.6%	34.0%	18.8%	74.2%	32.2%	45.7%	105.2%	-8.2%	Jun '26
FTSE Europe	87.18	-0.4%	-2.0%	-1.1%	3.5%	8.3%	15.8%	35.8%	4.8%	56.5%	47.0%	45.0%	112.5%	-3.2%	Feb '26
MSCI Japan	90.52	-1.6%	-3.3%	-1.8%	5.7%	12.8%	28.1%	25.9%	12.1%	58.0%	48.2%	49.4%	103.5%	-3.8%	Jun '26
MSCI India	47.40	0.4%	-1.3%	-4.9%	-5.2%	-11.0%	-14.2%	2.7%	-12.3%	13.4%	13.0%	2.7%	18.0%	-19.3%	Sep '24
MSCI China	54.04	0.2%	-5.5%	-7.3%	-6.3%	-10.8%	-0.5%	31.0%	-10.0%	27.4%	-25.6%	-4.5%	46.1%	-18.3%	Oct '25
International Bond	47.97	0.03%	-0.5%	-0.4%	-0.7%	0.3%	1.5%	2.9%	0.2%	12.3%	1.0%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	32.99	0.6%	-5.6%	-9.4%	-4.1%	9.6%	35.6%	52.7%	8.3%	42.2%	47.8%	87.6%	68.4%	-13.4%	Apr '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	669.35	-1.5%	-4.1%	-1.3%	7.6%	7.2%	22.9%	17.8%	7.1%	76.4%	85.4%	61.9%	114.6%	-4.1%	Jun '26
US Large Growth	120.35	-2.1%	-6.2%	-2.6%	6.5%	1.1%	19.5%	19.8%	1.8%	92.6%	110.1%	73.3%	150.1%	-6.5%	Jun '26
US Large Value	235.43	-0.8%	-1.6%	0.7%	8.1%	13.8%	25.6%	15.7%	12.4%	61.6%	60.9%	51.9%	84.4%	-2.3%	Jun '26

US MidCap Blend	77.78	-0.9%	-2.7%	0.8%	4.8%	8.9%	19.4%	17.0%	7.6%	75.2%	77.3%	58.6%	105.1%	-3.0%	Jun '26
US MidCap Growth	288.27	-1.9%	-5.3%	-0.1%	5.2%	2.2%	6.0%	10.7%	3.5%	49.5%	32.5%	18.3%	74.6%	-5.3%	Jun '26
US MidCap Value	194.62	-0.2%	-0.6%	1.5%	4.4%	11.2%	22.3%	12.1%	10.3%	55.0%	50.1%	42.5%	72.3%	-1.3%	Jun '26

US Small Blend	287.14	-0.8%	-2.8%	-0.4%	7.6%	11.6%	24.6%	8.9%	11.7%	54.5%	36.5%	34.6%	74.7%	-2.8%	Jun '26
US Small Growth	363.24	-1.7%	-5.0%	-1.6%	11.6%	9.8%	29.5%	12.9%	12.5%	55.6%	23.6%	26.1%	79.0%	-5.1%	Jun '26
US Small Value	209.97	-0.6%	-2.3%	-0.8%	10.0%	15.0%	37.1%	12.4%	16.2%	57.8%	33.6%	35.7%	70.9%	-2.5%	May '26

Foreign Large Blend	102.13	-0.7%	-2.8%	-1.8%	3.2%	9.0%	17.9%	31.6%	6.4%	54.5%	46.2%	45.9%	102.8%	-3.3%	Feb '26
Foreign Growth	119.81	-1.2%	-3.3%	-2.2%	3.4%	6.6%	10.5%	20.7%	5.2%	33.5%	19.5%	16.3%	76.2%	-3.4%	Jun '26
Foreign Value	76.94	-0.3%	-2.0%	-1.4%	3.1%	11.6%	25.4%	42.2%	7.7%	77.9%	75.4%	80.5%	131.5%	-3.8%	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	22.89		0%	-0.1%	-0.7%	1.4%	-0.3%	1.5%	3.6%	0.1%	22.0%	27.7%	25.4%	31.1%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.56		-0.03%	0.0%	-0.1%	1.1%	2.1%	4.6%	5.2%	1.5%	20.8%	25.9%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.45		-0.02%	-0.3%	-0.9%	0.8%	0.0%	3.9%	6.9%	-0.5%	23.4%	27.5%	26.2%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.0%	0.4%	1.7%	2.8%	7.3%	8.9%	2.3%	34.9%	58.2%	50.6%	43.8%	NewNew Peak	Jun '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	57.03		-1.3%	-3.5%	-1.5%	7.4%	8.0%	22.3%	17.7%	7.1%	80.9%	103.1%	99.8%	120.6%	-3.6%	Jun '26
Int’l Min Volatility- Franklin	40.13		-0.3%	-2.2%	-1.1%	1.3%	11.3%	27.4%	27.1%	9.4%	75.4%	105.1%	95.1%	109.5%	-3.6%	May '26
MidCap 30 - Hennessy (hi fee)	27.75	p	EOD	-2.5%	-0.8%	13.7%	13.3%	22.9%	3.0%	14.3%	81.6%	109.4%	113.5%	119.4%	-4.2%	May '26
Small Value- Avantis	119.99		-0.8%	-1.0%	0.1%	10.4%	17.4%	34.8%	7.4%	18.0%	65.0%	66.1%	59.6%	83.2%	-1.2%	Jun '26
Mid Value- Pacer Cash Cows	63.06		-1.0%	-3.2%	-0.4%	-0.7%	5.9%	17.4%	9.0%	5.1%	43.5%	59.9%	45.3%	57.2%	-3.7%	Jun '26
Growth- S&P Momentum	143.96		-2.7%	-6.7%	0.1%	21.0%	19.9%	35.9%	26.6%	21.0%	168.7%	174.7%	135.0%	188.8%	-7.2%	Jun '26
Invesco S&P Quality	84.31		-1.3%	-2.1%	2.3%	8.4%	14.0%	20.2%	13.2%	12.8%	79.5%	92.0%	67.8%	121.1%	-2.9%	Jun '26
Rotation Factor- BlackRock	65.07		-1.8%	-4.4%	-1.1%	8.0%	7.4%	24.7%	20.0%	7.3%	93.3%	99.2%	81.4%	145.7%	-4.4%	Jun '26
US Min Volatility- Fidelity	68.62		-0.6%	-2.5%	-0.6%	2.2%	3.5%	12.9%	11.8%	3.2%	47.0%	58.9%	40.4%	71.3%	-2.6%	May '26
Derivative Income- JPMorgan	55.32		-0.05%	0.0%	-1.1%	-3.8%	0.4%	6.3%	8.1%	-0.7%	27.8%	41.0%	28.6%	46.8%	-5.6%	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	17.34	p	EOD	-0.1%	1.0%	7.2%	9.9%	12.5%	6.5%	9.7%	33.3%	42.0%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.80	p	EOD	-0.7%	0.7%	2.6%	7.4%	14.5%	16.4%	5.6%	49.6%	74.2%	73.5%	55.1%	-0.8%	Jun '26
Long Short- AQR	20.97	p	EOD	-1.3%	1.0%	1.7%	1.8%	15.0%	34.4%	-0.9%	101.1%	169.8%	155.9%	144.0%	-1.5%	Dec '25
Mkt Neutral- BlackRock	16.35	p	EOD	-0.3%	3.9%	9.1%	13.8%	22.0%	18.3%	12.1%	80.3%	83.3%	89.6%	90.2%	-1.0%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.2%	0.5%	1.7%	3.0%	7.1%	7.2%	2.5%	21.6%	45.4%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	72.84		-1.0%	-2.4%	-1.9%	2.9%	2.7%	11.8%	9.1%	2.7%	45.5%	58.6%	47.5%	63.1%	-2.7%	Jun '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)	361.65	-0.5%	-0.1%	-9.8%	18.0%	14.1%	105.8%	66.0%	15.6%	198.3%	202.9%	151.5%	273.8%	-10.2%	May '26
Meta (Communications)	584.46	-0.2%	-2.2%	-4.1%	-9.6%	-10.9%	-15.5%	13.1%	-11.4%	122.3%	78.4%	74.0%	362.0%	-25.8%	Aug '25
Amazon (Cyclical)	241.81	-1.4%	-5.7%	-11.3%	13.3%	6.1%	11.4%	5.2%	4.8%	95.9%	47.4%	41.9%	114.2%	-12.1%	May '26
Tesla (Cyclical)	389.81	-4.7%	-8.0%	-9.0%	-2.2%	-12.4%	26.3%	11.4%	-13.3%	59.5%	95.3%	-2.5%	79.4%	-20.4%	Dec '25
Procter & Gamble (Defensive)	148.21	2.1%	5.2%	1.2%	-3.8%	7.7%	-6.2%	-12.3%	4.9%	9.3%	24.9%	2.1%	31.3%	-14.1%	Dec '24
PepsiCo (Defensive)	142.91	1.6%	1.7%	-7.6%	-11.5%	-0.3%	13.1%	-1.8%	0.5%	-13.9%	13.4%	-5.5%	-5.4%	-19.4%	May '23
Coca-Cola (Defensive)	81.23	2.1%	3.6%	3.6%	5.1%	16.7%	16.5%	15.6%	17.0%	46.9%	69.9%	55.4%	63.5%	-0.8%	May '26
Exxon Mobil (Energy)	148.94	-1.9%	-0.4%	3.7%	-0.3%	27.7%	46.4%	16.0%	25.4%	53.3%	185.7%	173.8%	71.4%	-12.5%	Mar '26
Chevron (Energy)	187.12	-1.1%	-0.2%	3.0%	-1.2%	27.2%	37.2%	10.1%	24.0%	32.4%	111.2%	86.2%	37.0%	-11.4%	Mar '26
JPMorgan Chase (Financial)	311.17	0.02%	3.4%	3.0%	7.9%	4.5%	18.9%	37.3%	-2.5%	136.3%	116.7%	115.8%	226.5%	-6.5%	Jan '26
Visa (Financial)	324.17	1.4%	2.2%	1.9%	2.8%	-0.3%	-10.9%	11.8%	-7.2%	48.4%	44.9%	51.5%	87.2%	-12.5%	Jun '25
Mastercard (Financial)	493.05	1.5%	3.2%	-0.5%	-4.6%	-8.0%	-15.1%	9.0%	-13.4%	35.9%	39.7%	36.5%	77.6%	-17.3%	Aug '25
Bank of America (Financial)	53.94	0.6%	3.3%	5.1%	12.6%	1.3%	22.2%	28.0%	-1.4%	97.6%	43.3%	30.0%	97.7%	-5.3%	Jan '26
UnitedHealth (Health)	410.76	1.0%	8.7%	8.1%	44.0%	27.9%	39.3%	-33.1%	25.4%	-11.7%	11.6%	-11.8%	-12.3%	-31.9%	Nov '24
Johnson & Johnson (Health)	235.96	1.6%	5.9%	6.6%	-2.7%	18.6%	54.9%	47.5%	14.6%	60.0%	63.1%	55.5%	60.8%	-5.1%	Mar '26
Eli Lilly (Health)	1140.51	-0.8%	7.2%	20.5%	13.3%	16.5%	48.5%	40.2%	6.5%	161.2%	429.0%	337.2%	262.1%	-0.8%	Jun '26
Union Pacific (Industrials)	268.59	-0.03%	1.5%	1.5%	5.9%	16.6%	21.9%	3.9%	16.7%	43.1%	35.1%	19.6%	51.7%	-3.4%	May '26
Honeywell (Industrials)	213.32	0.7%	-9.3%	0.6%	-9.7%	13.3%	1.8%	-6.4%	10.5%	22.0%	10.2%	20.4%	41.9%	-13.5%	Mar '26
Nvidia (IT)	203.13	-2.6%	-8.7%	-5.6%	11.2%	9.8%	42.5%	38.9%	8.9%	424.3%	1072.9%	575.7%	1668.7%	-13.8%	May '26
Broadcom (IT)	378.56	-4.5%	-21.4%	-12.0%	9.7%	-6.5%	56.2%	50.6%	9.6%	389.6%	801.9%	517.4%	829.2%	-21.4%	Jun '26
Adobe (IT)	235.65	-3.8%	-10.1%	-6.9%	-16.6%	-31.6%	-43.4%	-21.3%	-32.7%	-48.1%	-54.2%	-58.2%	-17.6%	-62.9%	Feb '24
Oracle (IT)	201.97	-4.7%	-17.4%	3.1%	33.7%	-8.3%	15.2%	18.1%	4.3%	90.5%	155.7%	144.1%	230.7%	-38.0%	Sep '25
salesforce.com (IT)	173.37	-5.0%	-13.7%	-4.6%	-12.6%	-33.3%	-35.8%	-20.2%	-34.4%	-18.3%	-25.5%	-31.1%	23.6%	-52.4%	Dec '24
Linde PLC (Materials)	512.70	2.1%	3.7%	4.0%	6.4%	31.8%	9.7%	3.2%	20.6%	47.2%	88.3%	60.4%	97.7%	-0.9%	May '26
Sherwin-Williams (Materials)	306.46	2.3%	4.6%	-3.3%	-8.1%	-4.4%	-13.8%	-3.8%	-5.2%	30.4%	15.4%	-6.1%	57.0%	-22.5%	Nov '24
American Tower (Real Estate)	192.68	1.9%	3.9%	9.1%	4.3%	9.4%	-6.1%	-0.9%	10.8%	14.1%	-16.0%	-22.8%	18.0%	-15.7%	Sep '24
Prologis Inc. (Real Estate)	146.91	2.9%	4.6%	2.0%	9.6%	17.1%	39.6%	25.1%	16.0%	33.3%	37.0%	1.3%	63.2%	NewNew Peak	May '26
NextEra Energy (Utilities)	84.57	0.7%	-0.6%	-9.2%	-8.1%	6.9%	20.1%	15.5%	6.1%	23.8%	32.2%	3.5%	28.4%	-13.6%	Apr '26
Duke Energy (Utilities)	124.17	1.7%	2.5%	0.9%	-4.5%	9.6%	11.3%	12.7%	7.8%	52.3%	48.6%	42.8%	67.1%	-6.2%	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	15.95	p	EOD	-1.2%	-0.6%	0.8%	2.4%	8.0%	9.4%	1.9%	22.6%	11.3%	10.4%	32.3%	-1.2%	Jun '26
Moderate-60% Stock	67.99		-0.7%	-2.7%	-1.2%	3.7%	5.8%	16.0%	16.4%	5.1%	45.4%	37.0%	32.0%	67.6%	-2.7%	Jun '26
Mod Agg-80% Stock	54.73	p	EOD	-2.7%	-0.5%	6.2%	8.8%	21.1%	19.6%	7.9%	58.8%	50.1%	43.3%	88.2%	-2.7%	Jun '26
Aggressive-90% Stock	33.50	p	EOD	-3.0%	-0.7%	8.8%	11.8%	25.7%	20.9%	10.7%	63.3%	54.3%	45.5%	94.3%	-3.0%	Jun '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	61453.54	-2.6%	-7.9%	-23.4%	-10.2%	-33.7%	-44.3%	-6.3%	-29.8%	132.1%	64.6%	32.3%	220.8%	-50.7%	Oct '25
Ethereum	1638.54	-3.1%	-11.8%	-29.0%	-17.8%	-50.7%	-38.9%	-11.0%	-44.8%	-11.0%	-37.2%	-56.4%	26.5%	-66.1%	Aug '25
BNB	589.66	-2.0%	-9.3%	-9.1%	-7.1%	-34.4%	-11.5%	23.1%	-31.7%	126.2%	56.9%	15.1%	117.6%	-55.0%	Oct '25
Solana	64.33	-3.7%	-13.2%	-30.0%	-24.3%	-53.4%	-60.1%	-34.2%	-48.3%	270.1%	53.1%	-62.2%	106.4%	-75.4%	Jan '25
Bitcoin ETF	34.79	-3.1%	-8.6%	-23.5%	-11.1%	-34.2%	-43.7%	-6.4%	-29.9%	-	-	-	-	-51.2%	Oct '25
Grayscale Bitcoin (hi fee)	47.65	-3.1%	-8.6%	-23.5%	-11.4%	-34.6%	-44.4%	-7.6%	-30.3%	289.6%	75.2%	53.9%	370.5%	-51.6%	Oct '25
Bloomberg Commodities	23.67	-1.1%	-4.5%	-4.9%	2.2%	21.4%	31.3%	14.9%	21.2%	47.3%	60.9%	53.8%	33.4%	-8.7%	May '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	5.02	0%	1.1%	1.6%	6.0%	4.5%	1.4%	1.1%	3.8%	29.3%	131.6%	149.2%	29.4%	-3.0%	May '26
10yr Treasury rate	4.54	-0.2%	2.0%	4.1%	9.8%	8.5%	1.3%	-9.0%	9.1%	21.3%	205.0%	179.0%	16.4%	-8.9%	Oct '23
5yr Treasury rate	4.27	-0.4%	2.1%	6.3%	14.2%	12.9%	4.4%	-15.0%	14.6%	8.8%	472.6%	212.5%	3.7%	-14.0%	Oct '23
13-week T-bill	3.63	0.2%	0.5%	1.1%	1.2%	0.1%	-14.3%	-15.7%	2.5%	-28.7%	18075.0%	6758.5%	2.9%	-32.0%	Oct '23
Crude Oil	88.01	-3.6%	-6.1%	-7.8%	-7.1%	51.1%	34.8%	-19.9%	53.3%	25.4%	25.8%	15.7%	0.8%	-22.1%	Apr '26
Gold	4276.10	-1.4%	-4.7%	-9.4%	-16.0%	1.6%	28.3%	64.5%	-1.1%	117.9%	125.9%	137.6%	156.0%	-19.6%	Jan '26
USD/EUR	0.87	-0.13%	0.6%	2.1%	-0.2%	0.8%	-1.0%	-11.4%	1.7%	-	5.5%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	160.36	0.11%	0.2%	2.4%	1.2%	2.9%	10.9%	-0.4%	2.5%	-	46.3%	39.3%	9.3%	-0.8%	Jul '24
S&P 500 Volatility Index	23.23	22.8%	47.3%	35.1%	-8.9%	37.2%	35.4%	-13.8%	55.4%	68.0%	29.8%	39.9%	-30.8%	-55.6%	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	50.43		-0.3%	-0.5%	-0.3%	0.0%	1.2%	4.3%	6.1%	0.8%	18.9%	18.1%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.43		0.06%	0.0%	0.1%	0.0%	1.5%	5.8%	4.3%	1.1%	11.6%	5.7%	5.4%	17.0%	-0.8%	Feb '26
Interm Bond- Janus MSB	44.84		0.2%	-0.5%	-1.2%	-1.5%	0.7%	6.6%	8.8%	-0.1%	13.9%	3.0%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.11		0.1%	-0.5%	-1.2%	-1.9%	-0.4%	4.3%	8.5%	-0.9%	13.1%	0.2%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.3%	0.1%	2.4%	2.8%	7.8%	8.2%	2.1%	32.0%	34.9%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	47.88		0.1%	-0.6%	-0.5%	-0.2%	0.6%	4.2%	8.2%	0.0%	17.8%	13.9%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	74.46		0.2%	-0.9%	-0.9%	-1.8%	-0.3%	6.1%	7.2%	-0.1%	12.8%	-10.5%	-11.6%	24.7%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.2%	0.0%	0.1%	1.1%	5.6%	3.3%	0.7%	10.4%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.35		0.10%	0.0%	0.1%	-0.2%	1.2%	6.5%	3.4%	0.8%	9.8%	2.8%	2.8%	14.7%	-1.1%	Feb '26

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