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S&P 500

NewNew Peak

Return

95.9%

[

21.8%

annualized]

Dec 30 2022 - May 27 2026

DJIA (Large Value)

NewNew Peak

Return

52.8%

[

13.2%

annualized]

Dec 30 2022 - May 27 2026

Russell 2000 (Small Cap)

NewNew Peak

Return

65.8%

[

16.0%

annualized]

Dec 30 2022 - May 27 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 May 27 04:20 PM EDT, next update at 04:30 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	7520.36	0.02%	1.2%	4.8%	9.3%	10.4%	27.0%	16.4%	9.9%	78.8%	79.0%	56.8%	110.2%	NewNew Peak	May '26
DJIA (Large Value)	50644.28	0.4%	1.3%	3.0%	3.4%	6.8%	19.6%	13.0%	5.4%	53.0%	46.9%	38.4%	73.4%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2919.94	-0.02%	3.6%	4.7%	10.9%	17.4%	39.7%	11.3%	17.6%	64.7%	28.5%	28.5%	73.0%	NewNew Peak	May '26
NASDAQ Comp (Tech/Growth)	26674.73	0.07%	1.5%	7.2%	17.7%	14.9%	38.9%	20.4%	14.8%	105.6%	94.2%	68.5%	156.1%	NewNew Peak	May '26
Aggregate Bond	98.80	0.08%	0.6%	-0.3%	-1.6%	-0.2%	5.2%	7.2%	0.2%	13.2%	0.7%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	108.93	0.1%	0.9%	0.1%	-1.3%	-0.5%	6.3%	7.9%	0.4%	16.8%	0.2%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	80.13	-0.06%	0.3%	0.0%	0.8%	1.9%	6.9%	8.6%	1.4%	29.3%	20.8%	18.0%	38.2%	-0.1%	Apr '26
Preferred	31.39	0.2%	0.9%	0.1%	1.0%	3.9%	9.4%	4.9%	3.0%	25.2%	8.8%	4.2%	28.0%	-1.0%	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	51.18	0.4%	2.9%	-1.2%	-3.7%	16.3%	19.7%	9.9%	13.4%	42.4%	29.4%	24.7%	60.1%	-4.1%	Feb '26
Consumer Discretionary/Cyclical	121.55	1.8%	3.1%	3.1%	4.2%	3.9%	13.0%	7.4%	2.0%	63.9%	46.3%	19.8%	80.2%	-2.2%	Jan '26
Financial Services	51.42	-0.8%	-0.5%	-0.8%	0.5%	-2.1%	2.5%	14.9%	-5.6%	68.0%	47.9%	40.0%	80.1%	-8.4%	Jan '26
Real Estate	96.92	-0.3%	0.4%	2.3%	2.4%	8.6%	13.7%	3.3%	10.7%	37.9%	18.1%	-0.4%	46.1%	-0.3%	May '26
Communication Services	116.26	0.6%	0.1%	0.4%	-1.2%	2.2%	15.6%	23.1%	-0.9%	93.2%	54.7%	55.5%	153.5%	-2.9%	Jan '26
Energy	56.98	-1.5%	-4.7%	0.4%	2.6%	29.6%	42.2%	7.9%	28.3%	59.5%	162.8%	131.0%	60.0%	-8.9%	Mar '26
Industrials	174.30	0%	2.1%	1.0%	-1.3%	14.8%	23.3%	19.3%	12.7%	85.3%	78.9%	77.4%	116.9%	-2.3%	Mar '26
Technology	184.43	-0.4%	4.1%	14.9%	33.1%	30.3%	59.8%	24.6%	28.3%	128.5%	177.8%	117.1%	224.7%	-0.4%	May '26
Consumer Staples/Defensive	84.58	1.1%	-1.1%	2.7%	-5.5%	8.7%	5.6%	1.5%	9.5%	25.0%	36.5%	22.7%	37.3%	-5.5%	Feb '26
Healthcare	148.79	0.2%	1.1%	3.7%	-6.7%	-5.3%	14.6%	14.5%	-3.5%	22.6%	31.0%	14.3%	29.3%	-6.7%	Feb '26
Utilities	45.14	-0.4%	1.4%	-2.3%	-4.8%	1.8%	13.7%	16.0%	6.5%	53.2%	62.0%	44.8%	63.3%	-4.8%	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	157.64	-0.13%	1.6%	4.7%	7.0%	13.0%	28.9%	22.4%	11.4%	79.5%	71.6%	59.1%	116.2%	-0.1%	May '26
MSCI Emerging Markets	68.39	-0.01%	4.5%	7.5%	9.3%	27.9%	51.9%	34.0%	25.0%	88.9%	41.1%	53.3%	116.0%	NewNew Peak	May '26
FTSE Europe	89.32	-0.2%	1.2%	3.2%	-0.5%	11.8%	19.6%	35.8%	7.3%	60.4%	52.9%	48.6%	117.7%	-0.8%	Feb '26
MSCI Japan	92.29	-0.7%	1.2%	5.3%	-0.1%	15.0%	28.8%	25.9%	14.3%	67.5%	52.7%	52.3%	107.5%	-1.8%	Feb '26
MSCI India	48.55	0%	1.1%	-1.7%	-7.1%	-11.2%	-11.0%	2.7%	-10.2%	16.6%	18.0%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	55.46	-1.1%	-2.0%	-2.9%	-6.1%	-9.3%	4.9%	31.0%	-7.7%	34.4%	-24.4%	-2.0%	50.0%	-16.2%	Oct '25
International Bond	48.22	-0.02%	0.6%	0.6%	-1.3%	0.1%	2.2%	2.9%	0.7%	13.8%	2.1%	2.1%	18.2%	-1.3%	Feb '26
iShares Latin America	35.29	-0.2%	0.7%	-3.6%	-3.3%	16.9%	42.6%	52.7%	15.9%	62.6%	68.5%	100.7%	80.1%	-7.4%	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	689.99	0.00%	1.2%	4.9%	9.7%	11.1%	28.5%	17.8%	10.4%	86.2%	92.2%	66.9%	121.2%	NewNew Peak	May '26
US Large Growth	125.71	0.04%	0.8%	4.8%	11.8%	6.5%	27.3%	19.8%	6.3%	106.2%	121.9%	81.0%	161.3%	-0.1%	May '26
US Large Value	237.93	-0.2%	1.8%	4.5%	5.9%	15.1%	27.9%	15.7%	13.5%	68.3%	62.9%	53.5%	86.3%	-0.2%	May '26

US MidCap Blend	78.37	-0.2%	1.7%	2.3%	2.8%	10.1%	21.4%	17.0%	8.4%	82.3%	80.0%	59.8%	106.7%	-0.2%	May '26
US MidCap Growth	292.98	-0.5%	2.4%	3.8%	5.4%	4.5%	9.7%	10.7%	5.2%	56.1%	35.9%	20.2%	77.4%	-1.4%	Oct '25
US MidCap Value	194.83	-0.13%	1.2%	1.2%	0.8%	11.6%	22.7%	12.1%	10.4%	61.1%	51.3%	42.7%	72.5%	-0.1%	May '26

US Small Blend	292.56	-0.12%	2.8%	3.2%	6.0%	14.5%	28.4%	8.9%	13.8%	64.6%	41.5%	37.2%	78.0%	-0.1%	May '26
US Small Growth	379.87	0.05%	4.6%	6.2%	13.3%	16.9%	39.8%	12.9%	17.6%	70.6%	31.7%	31.9%	87.2%	NewNew Peak	May '26
US Small Value	214.82	0.06%	3.0%	3.4%	9.0%	19.4%	43.2%	12.4%	18.9%	70.7%	40.9%	38.8%	74.8%	NewNew Peak	May '26

Foreign Large Blend	104.77	-0.3%	1.1%	3.3%	-0.6%	12.4%	21.5%	31.6%	9.1%	60.0%	51.9%	49.7%	108.1%	-0.8%	Feb '26
Foreign Growth	122.70	-0.2%	1.9%	3.3%	-0.3%	9.8%	13.9%	20.7%	7.7%	36.9%	24.3%	19.1%	80.4%	-0.6%	Feb '26
Foreign Value	79.08	-0.4%	0.4%	3.4%	-0.9%	15.4%	29.2%	42.2%	10.7%	86.1%	82.5%	85.5%	137.9%	-1.1%	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	23.02		0.2%	-0.3%	0.0%	3.0%	0.6%	2.4%	3.6%	0.6%	24.1%	29.0%	26.1%	31.9%	-0.4%	May '26
Ultra Short- Janus AAA CLO	50.72		0.04%	0.1%	0.5%	1.5%	2.5%	5.4%	5.2%	1.8%	21.7%	26.5%	25.6%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.50		0.10%	0.0%	-0.3%	2.5%	0.7%	4.7%	6.9%	-0.3%	25.0%	28.3%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.2%	0.5%	1.6%	3.0%	7.5%	8.9%	2.2%	35.3%	58.5%	50.5%	43.7%	NewNew Peak	May '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	58.80		0.2%	1.4%	3.1%	8.4%	11.9%	28.7%	17.7%	10.4%	91.3%	110.5%	106.0%	127.5%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.41		-0.2%	-0.3%	2.6%	0.0%	15.1%	31.6%	27.1%	12.9%	81.1%	114.1%	101.3%	116.2%	-0.5%	May '26
MidCap 30 - Hennessy (hi fee)	28.20	p	EOD	3.6%	3.6%	9.6%	16.7%	25.1%	3.0%	16.2%	95.0%	114.2%	116.9%	123.0%	NewNew Peak	May '26
Small Value- Avantis	121.02		-0.3%	1.5%	1.2%	7.4%	20.7%	37.3%	7.4%	19.0%	76.0%	69.3%	61.0%	84.8%	-0.3%	May '26
Mid Value- Pacer Cash Cows	64.14		-0.02%	1.0%	2.6%	-0.9%	9.4%	21.0%	9.0%	6.9%	50.7%	63.6%	47.8%	59.9%	-0.9%	Feb '26
Growth- S&P Momentum	149.60		-0.1%	4.4%	13.2%	25.6%	26.1%	43.3%	26.6%	25.7%	186.7%	186.0%	144.2%	200.2%	-0.1%	May '26
Invesco S&P Quality	85.51		-0.13%	2.7%	6.5%	6.0%	15.7%	23.1%	13.2%	14.4%	84.3%	97.8%	70.2%	124.3%	-0.1%	May '26
Rotation Factor- BlackRock	67.07		-0.2%	1.1%	4.8%	10.2%	11.5%	30.1%	20.0%	10.6%	102.6%	106.3%	86.9%	153.3%	-0.2%	May '26
US Min Volatility- Fidelity	70.14		-0.01%	0.7%	3.3%	2.9%	4.7%	16.3%	11.8%	5.5%	52.3%	63.6%	43.5%	75.1%	-0.2%	May '26
Derivative Income- JPMorgan	56.28		0.11%	0.2%	-0.6%	-4.0%	1.7%	9.1%	8.1%	1.0%	31.7%	44.2%	30.8%	49.4%	-4.0%	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	17.31	p	EOD	-0.1%	2.2%	8.0%	10.9%	14.1%	6.5%	9.5%	32.8%	41.1%	41.8%	41.3%	-0.7%	May '26
Multistrategy- AQR	14.75	p	EOD	0.1%	1.4%	1.0%	6.3%	14.6%	16.4%	5.3%	50.7%	73.9%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	20.91	p	EOD	0.2%	2.5%	-0.6%	3.3%	15.6%	34.4%	-1.2%	104.5%	162.1%	155.1%	143.3%	-1.8%	Dec '25
Mkt Neutral- BlackRock	16.06	p	EOD	0.7%	3.9%	7.3%	14.0%	20.5%	18.3%	10.2%	77.1%	79.3%	86.2%	86.9%	NewNew Peak	May '26
Multi Strategy- Variant	26.10	p	EOD	0.0%	0.5%	1.6%	2.9%	6.9%	7.2%	2.2%	21.7%	45.9%	36.7%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.49		-0.3%	0.2%	2.2%	4.6%	4.7%	15.0%	9.1%	5.0%	50.6%	63.7%	50.8%	66.8%	-0.3%	May '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)	388.83	-0.01%	0.0%	11.0%	24.8%	21.7%	125.7%	66.0%	24.3%	214.6%	231.9%	170.4%	301.8%	-3.4%	May '26
Meta (Communications)	635.26	3.7%	5.0%	-6.4%	-1.9%	0.4%	-0.8%	13.1%	-3.7%	144.3%	92.4%	89.1%	402.1%	-19.4%	Aug '25
Amazon (Cyclical)	271.85	2.5%	2.6%	4.1%	29.5%	18.6%	32.0%	5.2%	17.8%	126.3%	68.3%	59.5%	140.8%	-1.1%	May '26
Tesla (Cyclical)	440.36	1.6%	5.5%	16.3%	9.4%	3.2%	21.3%	11.4%	-2.1%	128.0%	109.4%	10.1%	102.7%	-10.1%	Dec '25
Procter & Gamble (Defensive)	147.49	3.2%	3.5%	-0.6%	-11.1%	0.9%	-9.6%	-12.3%	4.4%	9.6%	24.1%	1.6%	30.7%	-14.5%	Dec '24
PepsiCo (Defensive)	147.74	1.4%	-1.0%	-4.1%	-12.2%	1.7%	17.0%	-1.8%	3.9%	-11.0%	17.8%	-2.3%	-2.2%	-16.6%	May '23
Coca-Cola (Defensive)	81.62	1.4%	0.1%	8.2%	0.8%	13.6%	17.0%	15.6%	17.6%	48.1%	70.7%	56.2%	64.3%	-0.4%	May '26
Exxon Mobil (Energy)	147.90	-1.3%	-5.4%	0.5%	-2.4%	30.6%	47.4%	16.0%	24.6%	55.8%	203.5%	171.9%	70.2%	-13.2%	Mar '26
Chevron (Energy)	182.40	-1.3%	-4.7%	-1.3%	-2.3%	23.2%	36.6%	10.1%	20.8%	33.1%	115.4%	81.5%	33.6%	-13.6%	Mar '26
JPMorgan Chase (Financial)	299.28	-2.4%	-0.9%	-4.0%	0.2%	-1.8%	15.0%	37.3%	-6.2%	134.0%	106.6%	107.6%	214.0%	-10.1%	Jan '26
Visa (Financial)	327.61	0.3%	-0.9%	6.0%	2.5%	-1.4%	-8.1%	11.8%	-6.2%	49.0%	49.9%	53.1%	89.2%	-11.5%	Jun '25
Mastercard (Financial)	495.04	0.4%	-0.6%	-2.2%	-4.1%	-8.9%	-13.3%	9.0%	-13.0%	34.6%	40.8%	37.1%	78.4%	-17.0%	Aug '25
Bank of America (Financial)	51.10	-2.1%	-0.3%	-2.9%	3.1%	-2.5%	18.2%	28.0%	-6.6%	95.1%	35.6%	23.2%	87.3%	-10.2%	Jan '26
UnitedHealth (Health)	384.01	1.9%	0.2%	8.3%	32.0%	18.2%	33.8%	-33.1%	17.2%	-15.4%	1.4%	-17.6%	-18.0%	-36.3%	Nov '24
Johnson & Johnson (Health)	231.29	0.5%	0.9%	2.6%	-6.9%	12.0%	53.8%	47.5%	12.4%	62.6%	56.8%	52.4%	57.6%	-6.9%	Mar '26
Eli Lilly (Health)	1082.92	1.7%	6.3%	24.9%	3.1%	-1.6%	50.4%	40.2%	1.1%	159.8%	469.9%	315.1%	243.8%	-2.1%	Nov '25
Union Pacific (Industrials)	279.39	3.1%	5.1%	3.9%	5.4%	22.5%	27.5%	3.9%	21.4%	55.0%	39.0%	24.4%	57.8%	NewNew Peak	May '26
Honeywell (Industrials)	231.55	-0.07%	6.5%	9.8%	-4.4%	23.2%	10.9%	-6.4%	19.9%	35.2%	17.8%	30.7%	54.0%	-6.1%	Mar '26
Nvidia (IT)	212.60	-1.1%	-4.9%	-1.9%	20.0%	18.0%	56.9%	38.9%	14.0%	446.4%	1276.1%	607.2%	1751.1%	-9.8%	May '26
Broadcom (IT)	421.86	-0.04%	1.0%	0.9%	32.3%	6.5%	80.5%	50.6%	22.1%	440.1%	897.0%	588.0%	935.5%	-4.1%	May '26
Adobe (IT)	238.24	-0.9%	-6.0%	-0.4%	-9.2%	-25.0%	-42.3%	-21.3%	-31.9%	-42.6%	-52.2%	-57.8%	-16.7%	-62.5%	Feb '24
Oracle (IT)	190.96	-1.1%	1.5%	10.4%	31.8%	-6.3%	19.1%	18.1%	-1.4%	90.1%	158.7%	130.8%	212.6%	-41.4%	Sep '25
salesforce.com (IT)	177.51	-0.9%	-1.4%	-1.5%	-8.6%	-21.9%	-35.5%	-20.2%	-32.8%	-16.4%	-20.2%	-29.5%	26.6%	-51.3%	Dec '24
Linde PLC (Materials)	507.87	-1.4%	0.2%	-0.6%	0.3%	25.4%	10.0%	3.2%	19.5%	48.2%	80.8%	58.9%	95.8%	-1.9%	May '26
Sherwin-Williams (Materials)	309.97	-0.4%	0.7%	-7.8%	-14.3%	-9.5%	-13.2%	-3.8%	-4.1%	38.6%	13.2%	-5.0%	58.8%	-21.6%	Nov '24
American Tower (Real Estate)	184.98	0.02%	0.5%	5.5%	-2.6%	4.1%	-10.2%	-0.9%	6.4%	12.6%	-15.3%	-25.9%	13.3%	-19.1%	Sep '24
Prologis Inc. (Real Estate)	146.52	-0.3%	1.3%	4.6%	3.6%	16.1%	42.2%	25.1%	15.7%	29.0%	44.5%	1.0%	62.8%	-0.3%	May '26
NextEra Energy (Utilities)	87.65	0%	-0.7%	-7.6%	-6.5%	3.2%	32.7%	15.5%	9.9%	28.6%	36.7%	7.3%	33.0%	-10.5%	Apr '26
Duke Energy (Utilities)	125.35	0.3%	1.2%	-0.5%	-3.4%	3.3%	11.5%	12.7%	8.8%	58.6%	52.0%	44.2%	68.7%	-5.3%	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	16.06	p	EOD	0.8%	0.9%	0.2%	2.7%	9.2%	9.4%	2.6%	24.7%	12.8%	11.1%	33.2%	NewNew Peak	May '26
Moderate-60% Stock	69.31		-0.09%	1.2%	2.7%	3.4%	7.9%	19.5%	16.4%	7.1%	50.2%	40.6%	34.6%	70.8%	-0.1%	May '26
Mod Agg-80% Stock	55.64	p	EOD	1.6%	3.7%	4.9%	11.0%	24.6%	19.6%	9.7%	64.6%	53.9%	45.7%	91.4%	NewNew Peak	May '26
Aggressive-90% Stock	34.17	p	EOD	1.9%	4.4%	7.1%	14.6%	30.1%	20.9%	12.9%	69.6%	58.7%	48.4%	98.2%	NewNew Peak	May '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	75271.65	-0.7%	-2.8%	-2.7%	14.3%	-16.8%	-30.9%	-6.3%	-14.0%	181.7%	95.8%	62.0%	292.9%	-39.7%	Oct '25
Ethereum	2060.28	-0.5%	-3.1%	-10.5%	6.7%	-32.0%	-22.6%	-11.0%	-30.6%	12.7%	-24.7%	-45.2%	59.1%	-57.4%	Aug '25
BNB	653.60	-0.3%	0.7%	4.2%	6.5%	-26.7%	-4.9%	23.1%	-24.3%	113.0%	77.8%	27.6%	141.2%	-50.1%	Oct '25
Solana	83.94	0.4%	-2.4%	-1.0%	2.4%	-41.3%	-52.5%	-34.2%	-32.6%	333.4%	149.9%	-50.7%	169.3%	-67.9%	Jan '25
Bitcoin ETF	42.45	-1.3%	-3.5%	-2.5%	14.1%	-16.8%	-32.1%	-6.4%	-14.5%	-	-	-	-	-40.5%	Oct '25
Grayscale Bitcoin (hi fee)	58.15	-1.3%	-3.5%	-2.7%	13.7%	-17.4%	-32.9%	-7.6%	-14.9%	365.5%	98.3%	87.8%	474.2%	-40.9%	Oct '25
Bloomberg Commodities	24.34	-1.3%	-3.8%	-1.3%	11.6%	26.0%	36.8%	14.9%	24.6%	53.3%	69.4%	58.2%	37.2%	-6.1%	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	5.01	-0.3%	-2.1%	1.4%	8.2%	7.9%	1.4%	1.1%	3.5%	26.3%	118.8%	148.6%	29.0%	-3.3%	May '26
10yr Treasury rate	4.48	-0.3%	-2.0%	3.3%	13.1%	12.1%	1.1%	-9.0%	7.6%	17.6%	178.3%	175.2%	14.8%	-10.2%	Oct '23
5yr Treasury rate	4.18	-0.1%	-1.1%	5.8%	18.9%	16.9%	3.8%	-15.0%	12.2%	6.1%	413.1%	206.0%	1.6%	-15.8%	Oct '23
13-week T-bill	3.58	0.08%	0.8%	-0.1%	0.2%	-4.5%	-14.7%	-15.7%	1.1%	-29.9%	71600.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	89.40	-4.8%	-9.0%	-7.2%	33.4%	52.4%	46.8%	-19.9%	55.7%	23.0%	33.7%	17.5%	2.4%	-20.8%	Apr '26
Gold	4485.00	-0.3%	-1.0%	-4.1%	-14.3%	7.7%	35.9%	64.5%	3.7%	130.7%	136.6%	149.2%	168.5%	-15.7%	Jan '26
USD/EUR	0.86	0.07%	-0.1%	0.8%	1.5%	-0.6%	-2.5%	-11.4%	1.0%	-	4.8%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.54	0.2%	0.4%	0.1%	2.4%	2.1%	10.7%	-0.4%	2.0%	-	45.3%	38.6%	8.7%	-1.3%	Jul '24
S&P 500 Volatility Index	16.33	-4.0%	-6.4%	-9.4%	-17.8%	-5.0%	-13.9%	-13.8%	9.2%	-9.0%	-2.4%	-1.6%	-51.4%	-68.8%	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	50.60		0.02%	0.1%	0.2%	0.2%	1.5%	4.8%	6.1%	1.1%	19.7%	18.7%	18.5%	23.8%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.31		0.2%	0.8%	-0.1%	-1.0%	0.9%	5.4%	4.3%	0.8%	12.3%	6.0%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.11		-0.09%	0.6%	-0.6%	-1.7%	0.6%	7.3%	8.8%	0.5%	15.8%	3.6%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.62		0.05%	0.6%	-0.5%	-2.0%	-0.8%	4.9%	8.5%	-0.2%	14.1%	1.6%	1.9%	19.6%	-2.0%	Feb '26
Multisector Bond- Intrepid	9.01	p	EOD	0.7%	0.7%	2.2%	3.0%	8.6%	8.2%	2.3%	32.7%	36.0%	31.2%	37.9%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.16		0.08%	0.8%	0.3%	-1.2%	0.8%	5.2%	8.2%	0.6%	18.9%	15.2%	14.5%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	75.05		0.3%	1.5%	0.5%	-1.6%	-1.1%	7.8%	7.2%	0.7%	14.9%	-8.0%	-10.9%	25.7%	-2.3%	Oct '25
Long CA Muni- PIMCO	9.37	p	EOD	0.6%	-0.4%	-1.4%	0.1%	4.8%	3.3%	0.1%	11.3%	1.3%	0.3%	15.3%	-1.4%	Feb '26
Long Muni- iShares	57.14		0.11%	0.7%	-0.3%	-1.5%	0.5%	5.7%	3.4%	0.4%	10.3%	3.0%	2.4%	14.3%	-1.5%	Feb '26

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