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S&P 500

Return

93.3%

[

20.9%

annualized]

Dec 30 2022 - Jun 17 2026

DJIA (Large Value)

Return

55.3%

[

13.6%

annualized]

Dec 30 2022 - Jun 17 2026

Russell 2000 (Small Cap)

Return

65.7%

[

15.7%

annualized]

Dec 30 2022 - Jun 17 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

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

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 17 08:20 PM EDT, next update at 08:30 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	7420.10	-1.2%	0.3%	0.2%	12.0%	9.5%	24.1%	16.4%	8.4%	68.3%	78.1%	54.7%	107.4%	-2.5%	Jun '26
DJIA (Large Value)	51492.55	-1.0%	1.3%	3.6%	11.4%	7.4%	22.1%	13.0%	7.1%	50.1%	54.7%	40.7%	76.3%	-1.0%	Jun '26
Russell 2000 (Small Cap)	2917.98	-0.7%	-0.1%	5.1%	17.7%	16.4%	38.1%	11.3%	17.6%	55.6%	30.4%	28.4%	72.9%	-1.6%	Jun '26
NASDAQ Comp (Tech/Growth)	26021.66	-1.3%	0.8%	-0.3%	17.5%	13.1%	33.1%	20.4%	12.0%	90.1%	85.5%	64.4%	149.8%	-4.0%	Jun '26
Aggregate Bond	98.61	-0.4%	-0.3%	0.6%	-0.1%	-0.1%	4.2%	7.2%	0.0%	12.0%	-0.3%	0.5%	17.4%	-1.8%	Feb '26
Corp Bond	108.77	-0.3%	-0.3%	1.0%	0.9%	0.0%	4.9%	7.9%	0.2%	14.9%	-2.1%	-1.0%	25.5%	-1.5%	Feb '26
High Yield Bond	79.73	-0.4%	-0.3%	0.2%	1.4%	1.2%	5.7%	8.6%	0.9%	26.5%	19.5%	17.5%	37.5%	-0.7%	May '26
Preferred	31.09	-0.3%	0.2%	-0.2%	2.3%	1.6%	8.1%	4.9%	2.0%	21.6%	6.5%	3.3%	26.7%	-2.0%	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	52.02	-1.3%	1.6%	3.6%	7.8%	16.3%	21.9%	9.9%	15.2%	35.0%	42.3%	26.7%	62.7%	-2.6%	Feb '26
Consumer Discretionary/Cyclical	115.49	-2.5%	-0.7%	-0.7%	4.7%	-5.2%	10.6%	7.4%	-3.1%	42.2%	39.7%	13.8%	71.3%	-7.1%	Jan '26
Financial Services	54.05	-0.6%	2.7%	4.5%	10.9%	0.0%	9.3%	14.9%	-0.8%	68.9%	67.3%	47.2%	89.3%	-3.7%	Jan '26
Real Estate	95.61	-2.5%	-2.0%	0.6%	5.1%	9.6%	10.6%	3.3%	9.2%	28.6%	13.6%	-1.8%	44.1%	-2.9%	Jun '26
Communication Services	109.20	-2.8%	-2.6%	-6.7%	-3.6%	-5.6%	6.8%	23.1%	-6.9%	74.2%	46.2%	46.0%	138.1%	-8.8%	Jan '26
Energy	54.67	-1.2%	-4.3%	-9.8%	-5.8%	25.7%	28.1%	7.9%	23.1%	49.1%	150.8%	121.7%	53.5%	-12.6%	Mar '26
Industrials	179.60	-0.1%	2.5%	5.2%	9.0%	16.9%	28.0%	19.3%	16.1%	78.1%	94.5%	82.8%	123.5%	-0.1%	Jun '26
Technology	185.80	-0.3%	1.4%	6.6%	34.8%	31.6%	54.7%	24.6%	29.2%	119.0%	171.7%	118.7%	227.1%	-6.3%	Jun '26
Consumer Staples/Defensive	83.68	-2.2%	-1.9%	-2.6%	1.8%	7.1%	6.9%	1.5%	8.3%	21.6%	38.7%	21.4%	35.8%	-6.5%	Feb '26
Healthcare	150.71	-1.5%	-2.2%	3.4%	2.8%	-1.3%	15.1%	14.5%	-2.2%	19.8%	32.0%	15.8%	31.0%	-5.5%	Feb '26
Utilities	44.46	-1.3%	0.9%	1.2%	-4.2%	4.5%	13.5%	16.0%	4.9%	44.8%	61.4%	42.6%	60.9%	-6.2%	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	155.81	-1.0%	0.0%	0.9%	11.5%	11.5%	26.5%	22.4%	10.1%	69.3%	70.5%	57.2%	113.6%	-2.6%	Jun '26
MSCI Emerging Markets	68.56	-0.12%	1.6%	5.5%	19.1%	28.9%	49.2%	34.0%	25.3%	79.3%	41.6%	53.7%	116.5%	-3.2%	Jun '26
FTSE Europe	89.23	-0.9%	-0.3%	2.4%	9.0%	8.8%	20.6%	35.8%	7.2%	55.7%	55.2%	48.4%	117.5%	-0.9%	Feb '26
MSCI Japan	94.45	0.4%	2.5%	3.9%	12.2%	18.1%	34.2%	25.9%	17.0%	62.5%	57.5%	55.9%	112.3%	NewNew Peak	Jun '26
MSCI India	49.06	-0.7%	2.7%	2.6%	2.8%	-7.9%	-8.8%	2.7%	-9.2%	14.6%	19.9%	6.3%	22.1%	-16.5%	Sep '24
MSCI China	53.00	-2.1%	-2.5%	-6.0%	-7.4%	-11.7%	-0.5%	31.0%	-11.8%	19.3%	-26.3%	-6.4%	43.3%	-19.9%	Oct '25
International Bond	48.31	-0.04%	0.3%	1.3%	0.9%	0.8%	1.9%	2.9%	0.9%	13.2%	1.8%	2.3%	18.5%	-1.1%	Feb '26
iShares Latin America	34.07	-0.7%	-1.1%	-2.2%	1.1%	13.7%	37.4%	52.7%	11.9%	43.5%	56.3%	93.8%	73.9%	-10.6%	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	681.41	-1.2%	0.5%	0.4%	12.4%	10.2%	25.5%	17.8%	9.0%	75.1%	91.1%	64.9%	118.4%	-2.4%	Jun '26
US Large Growth	121.60	-1.4%	0.0%	-2.0%	11.3%	4.2%	20.8%	19.8%	2.9%	88.7%	107.7%	75.1%	152.7%	-5.6%	Jun '26
US Large Value	240.38	-1.1%	0.3%	3.3%	12.2%	15.4%	28.8%	15.7%	14.7%	61.8%	71.0%	55.1%	88.2%	-1.4%	Jun '26

US MidCap Blend	79.54	-1.4%	0.6%	3.8%	10.1%	11.2%	22.7%	17.0%	10.0%	74.6%	84.7%	62.2%	109.8%	-1.6%	Jun '26
US MidCap Growth	301.21	-0.9%	2.1%	6.0%	13.8%	7.6%	11.4%	10.7%	8.1%	51.9%	36.5%	23.6%	82.4%	-1.4%	Jun '26
US MidCap Value	195.83	-1.7%	-0.5%	2.1%	7.3%	11.1%	23.7%	12.1%	11.0%	52.3%	59.0%	43.4%	73.4%	-1.7%	Jun '26

US Small Blend	293.07	-1.2%	-0.4%	4.1%	12.0%	13.7%	28.4%	8.9%	14.0%	55.4%	44.6%	37.4%	78.3%	-1.8%	Jun '26
US Small Growth	380.02	-0.4%	0.6%	6.3%	20.4%	17.2%	37.8%	12.9%	17.7%	61.3%	31.3%	31.9%	87.3%	-1.6%	Jun '26
US Small Value	213.69	-1.2%	-1.0%	3.7%	15.1%	16.2%	41.0%	12.4%	18.2%	60.2%	44.7%	38.1%	73.9%	-2.1%	Jun '26

Foreign Large Blend	103.78	-0.5%	-0.9%	1.1%	7.3%	9.4%	21.3%	31.6%	8.1%	53.0%	52.5%	48.3%	106.1%	-1.8%	Feb '26
Foreign Growth	123.45	-0.3%	0.0%	3.7%	9.9%	9.6%	15.6%	20.7%	8.4%	33.7%	25.3%	19.8%	81.5%	-0.5%	Jun '26
Foreign Value	76.78	-0.8%	-2.3%	-1.8%	4.8%	8.9%	26.4%	42.2%	7.5%	73.2%	81.7%	80.1%	131.0%	-4.0%	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	22.87		-0.11%	0.2%	-0.8%	0.8%	-0.4%	1.5%	3.6%	0.0%	20.9%	27.7%	25.3%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.61		0%	0.0%	-0.1%	1.1%	1.9%	4.7%	5.2%	1.6%	20.7%	26.0%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.47		-0.1%	0.1%	-0.2%	0.8%	0.0%	4.0%	6.9%	-0.5%	22.6%	27.9%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.45	p	EOD	0.1%	0.4%	1.7%	2.9%	7.3%	8.9%	2.5%	34.5%	58.2%	50.9%	44.1%	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	58.77		-1.0%	1.7%	1.7%	13.4%	12.2%	26.5%	17.7%	10.4%	82.5%	119.0%	105.9%	127.4%	-1.2%	Jun '26
Int’l Min Volatility- Franklin	40.69		-0.4%	-0.5%	-1.5%	1.9%	12.3%	29.4%	27.1%	10.9%	75.7%	108.1%	97.8%	112.4%	-2.2%	May '26
MidCap 30 - Hennessy (hi fee)	28.87	p	EOD	-0.3%	7.6%	21.1%	18.6%	28.7%	3.0%	19.0%	91.8%	131.7%	122.1%	128.3%	-0.5%	Jun '26
Small Value- Avantis	120.78		-1.3%	-2.0%	2.0%	13.4%	16.7%	36.9%	7.4%	18.7%	65.6%	79.3%	60.7%	84.4%	-2.9%	Jun '26
Mid Value- Pacer Cash Cows	62.22		-2.2%	-2.0%	-2.2%	0.1%	4.1%	16.3%	9.0%	3.7%	39.3%	65.0%	43.3%	55.1%	-5.0%	Jun '26
Growth- S&P Momentum	155.49		0.6%	3.3%	9.9%	34.4%	32.8%	46.3%	26.6%	30.7%	189.0%	190.5%	153.8%	212.0%	-1.5%	Jun '26
Invesco S&P Quality	88.27		-0.5%	2.1%	6.8%	16.7%	18.1%	28.9%	13.2%	18.1%	83.0%	101.8%	75.6%	131.5%	-0.5%	Jun '26
Rotation Factor- BlackRock	67.01		-0.9%	1.1%	1.4%	13.3%	11.7%	29.0%	20.0%	10.5%	93.9%	110.2%	86.8%	153.0%	-1.5%	Jun '26
US Min Volatility- Fidelity	68.67		-1.4%	-0.5%	-1.7%	5.6%	4.0%	13.6%	11.8%	3.3%	44.0%	59.9%	40.5%	71.4%	-2.5%	May '26
Derivative Income- JPMorgan	55.99		-1.0%	0.3%	-0.2%	0.1%	0.9%	8.1%	8.1%	0.5%	28.4%	43.8%	30.2%	48.6%	-4.5%	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	17.30	p	EOD	0.0%	-0.8%	5.5%	9.4%	12.8%	6.5%	9.4%	31.1%	43.1%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.71	p	EOD	0.0%	-0.5%	1.6%	5.9%	13.1%	16.4%	5.0%	47.4%	78.5%	72.5%	54.1%	-1.4%	Jun '26
Long Short- AQR	21.11	p	EOD	1.1%	1.2%	2.7%	0.4%	15.7%	34.4%	-0.2%	100.7%	188.9%	157.6%	145.6%	-0.8%	Dec '25
Mkt Neutral- BlackRock	16.49	p	EOD	1.2%	3.1%	9.9%	13.2%	23.4%	18.3%	13.1%	80.0%	87.0%	91.2%	91.9%	-0.1%	Jun '26
Multi Strategy- Variant	25.96	p	EOD	-0.1%	0.3%	1.4%	2.8%	6.8%	7.2%	2.4%	21.3%	44.8%	37.0%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.41		-0.5%	0.9%	0.1%	7.1%	5.6%	15.6%	9.1%	4.9%	47.4%	64.0%	50.7%	66.6%	-0.6%	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)	363.79	-2.5%	1.7%	-8.4%	18.2%	20.4%	110.4%	66.0%	16.3%	196.9%	205.4%	153.0%	276.0%	-9.6%	May '26
Meta (Communications)	567.58	-5.4%	-0.1%	-7.1%	-7.8%	-14.5%	-18.2%	13.1%	-13.9%	103.6%	73.5%	69.0%	348.7%	-28.0%	Aug '25
Amazon (Cyclical)	237.50	-3.5%	-1.7%	-10.3%	13.2%	4.7%	11.8%	5.2%	2.9%	89.3%	36.2%	39.4%	110.4%	-13.6%	May '26
Tesla (Cyclical)	396.38	-2.0%	-0.7%	-3.3%	0.9%	-18.0%	23.1%	11.4%	-11.9%	52.1%	90.8%	-0.9%	82.5%	-19.1%	Dec '25
Procter & Gamble (Defensive)	150.56	-1.3%	1.5%	5.7%	3.4%	5.0%	-2.0%	-12.3%	6.6%	8.8%	29.5%	3.7%	33.4%	-12.7%	Dec '24
PepsiCo (Defensive)	141.59	-3.1%	-1.5%	-5.0%	-7.8%	-4.4%	12.9%	-1.8%	-0.5%	-16.4%	12.9%	-6.4%	-6.3%	-20.1%	May '23
Coca-Cola (Defensive)	79.93	-0.4%	-2.5%	-1.6%	5.2%	14.4%	18.0%	15.6%	15.1%	40.7%	71.2%	52.9%	60.9%	-4.4%	Jun '26
Exxon Mobil (Energy)	140.74	-0.8%	-4.0%	-12.3%	-10.1%	22.4%	28.3%	16.0%	18.5%	48.0%	180.0%	158.8%	62.0%	-17.4%	Mar '26
Chevron (Energy)	177.58	-1.4%	-4.4%	-8.6%	-10.6%	21.4%	23.7%	10.1%	17.7%	27.0%	109.7%	76.7%	30.0%	-15.9%	Mar '26
JPMorgan Chase (Financial)	333.46	0.7%	6.4%	10.9%	16.5%	7.6%	24.1%	37.3%	4.5%	149.2%	155.8%	131.3%	249.9%	NewNew Peak	Jun '26
Visa (Financial)	330.38	-0.8%	3.6%	-0.7%	10.7%	-4.1%	-2.2%	11.8%	-5.4%	47.7%	48.9%	54.4%	90.8%	-10.8%	Jun '25
Mastercard (Financial)	492.99	-1.7%	1.3%	-2.5%	1.1%	-12.7%	-7.9%	9.0%	-13.4%	33.3%	38.1%	36.5%	77.6%	-17.3%	Aug '25
Bank of America (Financial)	56.53	-0.5%	2.5%	11.5%	20.7%	4.8%	27.5%	28.0%	3.4%	107.7%	63.9%	36.3%	107.2%	-0.7%	Jan '26
UnitedHealth (Health)	399.53	-2.0%	-0.9%	2.1%	40.5%	22.7%	32.8%	-33.1%	22.0%	-7.9%	11.4%	-14.2%	-14.7%	-33.8%	Nov '24
Johnson & Johnson (Health)	234.20	-0.4%	-1.7%	2.3%	-1.3%	13.0%	58.3%	47.5%	13.8%	54.8%	65.5%	54.3%	59.6%	-5.8%	Mar '26
Eli Lilly (Health)	1112.00	-0.9%	-4.2%	12.5%	21.3%	5.6%	42.7%	40.2%	3.8%	153.7%	433.4%	326.2%	253.0%	-4.2%	Jun '26
Union Pacific (Industrials)	258.05	-3.5%	-3.8%	-6.2%	9.1%	10.7%	18.3%	3.9%	12.1%	34.2%	33.8%	14.9%	45.8%	-7.2%	May '26
Honeywell (Industrials)	228.61	-0.4%	4.3%	5.2%	0.0%	16.6%	11.7%	-6.4%	18.4%	27.5%	26.6%	29.0%	52.0%	-7.3%	Mar '26
Nvidia (IT)	204.65	-1.3%	-0.1%	-7.9%	13.4%	17.5%	40.7%	38.9%	9.7%	379.7%	1000.5%	580.8%	1681.9%	-13.2%	May '26
Broadcom (IT)	392.90	4.3%	1.9%	-6.6%	24.6%	19.6%	57.6%	50.6%	13.8%	371.0%	836.9%	540.8%	864.4%	-18.4%	Jun '26
Adobe (IT)	196.28	-5.3%	-10.3%	-23.2%	-20.2%	-44.8%	-48.1%	-21.3%	-43.9%	-60.4%	-65.3%	-65.2%	-31.4%	-69.1%	Feb '24
Oracle (IT)	183.53	-2.5%	-0.3%	-1.7%	20.5%	2.6%	-12.1%	18.1%	-5.3%	51.5%	157.6%	121.8%	200.5%	-43.7%	Sep '25
salesforce.com (IT)	155.02	-4.1%	-6.9%	-13.6%	-20.0%	-39.7%	-39.9%	-20.2%	-41.3%	-25.7%	-35.2%	-38.4%	10.5%	-57.4%	Dec '24
Linde PLC (Materials)	515.85	-0.4%	0.1%	1.0%	5.6%	23.5%	13.6%	3.2%	21.4%	42.4%	95.1%	61.4%	98.9%	-1.5%	Jun '26
Sherwin-Williams (Materials)	313.80	-2.7%	-1.0%	3.6%	0.5%	-3.3%	-4.7%	-3.8%	-2.9%	29.7%	22.1%	-3.8%	60.8%	-20.6%	Nov '24
American Tower (Real Estate)	181.09	-1.8%	-3.4%	2.1%	1.2%	6.0%	-13.5%	-0.9%	4.2%	3.3%	-21.1%	-27.5%	10.9%	-20.8%	Sep '24
Prologis Inc. (Real Estate)	140.94	-3.5%	-4.2%	-1.0%	7.4%	11.3%	37.5%	25.1%	11.3%	25.6%	35.2%	-2.8%	56.6%	-4.6%	Jun '26
NextEra Energy (Utilities)	85.73	-0.6%	1.0%	-3.7%	-5.7%	6.8%	22.4%	15.5%	7.5%	23.0%	32.5%	4.9%	30.1%	-12.4%	Apr '26
Duke Energy (Utilities)	123.73	-1.8%	-0.4%	0.7%	-4.6%	7.1%	11.8%	12.7%	7.4%	50.6%	50.7%	42.3%	66.6%	-6.5%	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	16.15	p	EOD	0.6%	1.7%	3.3%	3.5%	9.0%	9.4%	3.2%	23.5%	12.9%	11.8%	33.9%	NewNew Peak	Jun '26
Moderate-60% Stock	69.16		-0.7%	0.3%	1.4%	7.4%	7.6%	18.2%	16.4%	6.9%	45.5%	40.9%	34.3%	70.5%	-1.0%	Jun '26
Mod Agg-80% Stock	55.86	p	EOD	1.3%	2.5%	10.6%	11.2%	24.1%	19.6%	10.1%	58.8%	55.2%	46.2%	92.1%	-0.7%	Jun '26
Aggressive-90% Stock	34.37	p	EOD	1.5%	3.2%	13.6%	15.2%	29.9%	20.9%	13.5%	64.1%	60.6%	49.3%	99.4%	-0.5%	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	64613.79	0.3%	1.7%	-16.0%	-9.3%	-24.4%	-38.4%	-6.3%	-26.2%	145.4%	80.5%	39.1%	237.3%	-48.2%	Oct '25
Ethereum	1754.26	0.4%	4.9%	-17.6%	-20.4%	-37.9%	-30.5%	-11.0%	-40.9%	2.2%	-21.4%	-53.4%	35.5%	-63.7%	Aug '25
BNB	602.72	0.2%	-0.4%	-6.3%	-7.6%	-27.3%	-6.5%	23.1%	-30.2%	152.1%	78.9%	17.7%	122.4%	-54.0%	Oct '25
Solana	72.25	0.5%	8.1%	-15.3%	-19.8%	-39.6%	-50.6%	-34.2%	-42.0%	372.0%	97.1%	-57.6%	131.8%	-72.4%	Jan '25
Bitcoin ETF	36.36	-2.2%	0.9%	-16.5%	-9.7%	-24.2%	-38.3%	-6.4%	-26.8%	-	-	-	-	-49.0%	Oct '25
Grayscale Bitcoin (hi fee)	49.85	-2.1%	1.1%	-16.4%	-9.9%	-24.6%	-39.0%	-7.6%	-27.1%	265.0%	85.2%	61.0%	392.3%	-49.4%	Oct '25
Bloomberg Commodities	22.98	-0.7%	-2.2%	-10.3%	-5.2%	19.3%	22.6%	14.9%	17.7%	37.4%	63.4%	49.4%	29.6%	-11.3%	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	4.93	-0.04%	-0.5%	-4.3%	0.9%	2.6%	0.6%	1.1%	1.8%	27.8%	143.0%	144.3%	26.8%	-4.9%	May '26
10yr Treasury rate	4.46	0.8%	0.0%	-3.5%	4.8%	8.4%	1.5%	-9.0%	7.2%	18.4%	207.8%	174.1%	14.4%	-10.5%	Oct '23
5yr Treasury rate	4.23	1.9%	0.9%	-1.2%	9.5%	15.5%	5.9%	-15.0%	13.6%	5.9%	377.3%	209.8%	2.8%	-14.8%	Oct '23
13-week T-bill	3.65	0.5%	0.7%	2.2%	1.0%	3.5%	-13.6%	-15.7%	2.8%	-28.0%	12925.0%	6781.1%	3.2%	-31.8%	Oct '23
Crude Oil	75.24	-0.07%	-14.2%	-30.8%	-21.9%	34.0%	0.1%	-19.9%	31.0%	4.8%	5.0%	-1.1%	-13.8%	-33.4%	Apr '26
Gold	4313.20	0.5%	5.4%	-5.3%	-11.8%	-0.6%	27.2%	64.5%	-0.3%	120.2%	144.0%	139.7%	158.2%	-18.9%	Jan '26
USD/EUR	0.87	-0.05%	0.5%	1.2%	0.2%	2.0%	-0.3%	-11.4%	2.0%	-	-	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	160.64	0.04%	0.3%	1.1%	1.1%	3.3%	10.8%	-0.4%	2.7%	-	-	39.5%	9.5%	-0.6%	Jul '24
S&P 500 Volatility Index	18.44	12.4%	-5.1%	3.5%	-26.5%	9.3%	-8.4%	-13.8%	23.3%	36.2%	-10.9%	11.1%	-45.1%	-64.8%	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	50.48		-0.2%	-0.1%	0.0%	0.4%	1.0%	4.1%	6.1%	0.9%	19.2%	18.4%	18.2%	23.5%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.35		-0.10%	-0.1%	0.7%	0.4%	1.2%	5.2%	4.3%	0.9%	11.1%	5.7%	5.2%	16.8%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.99		-0.6%	-0.4%	0.6%	-0.3%	0.3%	6.0%	8.8%	0.2%	14.0%	3.6%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	76.31		-0.5%	-0.4%	0.4%	-0.6%	-0.8%	3.8%	8.5%	-0.6%	13.3%	0.4%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.8%	2.4%	2.7%	7.9%	8.2%	2.3%	31.9%	35.4%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.20		-0.4%	0.1%	1.1%	1.5%	0.9%	4.7%	8.2%	0.7%	18.5%	14.8%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	75.17		-0.2%	-0.1%	2.2%	1.9%	0.6%	6.0%	7.2%	0.9%	12.3%	-11.7%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	1.3%	0.8%	1.3%	5.6%	3.3%	0.9%	10.4%	1.6%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.33		-0.12%	0.0%	0.9%	0.4%	1.0%	6.2%	3.4%	0.8%	9.3%	3.0%	2.7%	14.7%	-1.1%	Feb '26

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