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S&P 500

-0.3%

BelowPeak May '26

Return

91.2%

[

21.3%

annualized]

Dec 30 2022 - May 07 2026

DJIA (Large Value)

-1.1%

BelowPeak Feb '26

Return

49.8%

[

12.8%

annualized]

Dec 30 2022 - May 07 2026

Russell 2000 (Small Cap)

-1.5%

BelowPeak May '26

Return

61.4%

[

15.3%

annualized]

Dec 30 2022 - May 07 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 07 02:20 PM EDT, next update at 02:30 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	7341.45	-0.3%	1.8%	11.0%	5.9%	9.1%	30.4%	16.4%	7.2%	77.5%	73.5%	53.1%	105.2%	-0.3%	May '26
DJIA (Large Value)	49659.31	-0.5%	0.0%	6.6%	-0.9%	5.7%	20.8%	13.0%	3.3%	47.5%	42.8%	35.7%	70.0%	-1.1%	Feb '26
Russell 2000 (Small Cap)	2842.31	-1.5%	1.5%	11.7%	6.4%	16.8%	42.9%	11.3%	14.5%	61.5%	25.1%	25.1%	68.4%	-1.5%	May '26
NASDAQ Comp (Tech/Growth)	25827.55	-0.04%	3.8%	17.3%	12.1%	12.3%	45.6%	20.4%	11.1%	111.1%	87.8%	63.1%	147.9%	New Peak	May '26
Aggregate Bond	98.96	-0.2%	-0.1%	-0.2%	-0.5%	0.4%	4.5%	7.2%	0.1%	10.6%	0.5%	0.5%	17.4%	-1.8%	Feb '26
Corp Bond	108.83	-0.3%	0.0%	-0.2%	-0.8%	0.2%	5.8%	7.9%	-0.1%	14.0%	-0.4%	-1.4%	25.1%	-1.8%	Feb '26
High Yield Bond	79.95	-0.3%	-0.5%	0.3%	-0.1%	1.9%	7.4%	8.6%	0.6%	27.1%	19.8%	17.2%	37.2%	-0.9%	Apr '26
Preferred	31.60	-0.03%	0.5%	3.7%	1.0%	3.9%	10.4%	4.9%	3.2%	27.1%	8.7%	4.5%	28.2%	-0.2%	Feb '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	51.76	-1.2%	0.6%	3.4%	0.9%	21.8%	26.8%	9.9%	14.6%	37.8%	30.1%	26.1%	61.9%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	119.81	-0.05%	1.2%	11.2%	1.7%	2.0%	21.3%	7.4%	0.5%	66.8%	40.5%	18.1%	77.7%	-3.6%	Jan '26
Financial Services	51.54	-0.6%	-1.1%	3.3%	-4.5%	-1.5%	5.8%	14.9%	-5.4%	67.3%	48.8%	40.4%	80.6%	-8.1%	Jan '26
Real Estate	96.47	-0.6%	0.1%	6.6%	5.7%	9.0%	12.8%	3.3%	10.2%	31.2%	18.5%	-0.9%	45.4%	-0.6%	May '26
Communication Services	117.39	0.03%	0.8%	5.0%	1.7%	5.4%	21.9%	23.1%	0.0%	107.9%	57.7%	57.0%	156.0%	-1.9%	Jan '26
Energy	55.86	-2.0%	-6.4%	-7.1%	5.6%	26.6%	43.2%	7.9%	25.8%	53.5%	150.3%	126.5%	56.9%	-10.7%	Mar '26
Industrials	174.37	-1.4%	-0.1%	6.1%	1.0%	14.4%	31.7%	19.3%	12.7%	83.2%	78.6%	77.4%	117.0%	-2.3%	Mar '26
Technology	169.68	-0.2%	6.4%	23.5%	20.4%	18.1%	58.1%	24.6%	18.0%	129.1%	153.6%	99.7%	198.7%	-0.2%	May '26
Consumer Staples/Defensive	84.03	-0.2%	-0.3%	3.4%	-3.9%	11.0%	6.0%	1.5%	8.8%	18.1%	35.6%	21.9%	36.4%	-6.1%	Feb '26
Healthcare	144.66	-0.5%	-0.9%	-1.3%	-7.9%	-0.2%	8.8%	14.5%	-6.2%	13.8%	26.3%	11.2%	25.7%	-9.3%	Feb '26
Utilities	45.15	-1.2%	-3.6%	-2.4%	4.9%	2.1%	15.0%	16.0%	6.5%	43.4%	59.0%	44.8%	63.4%	-4.7%	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	154.15	-0.8%	1.7%	10.0%	5.4%	11.4%	32.1%	22.4%	8.9%	76.2%	67.3%	55.5%	111.4%	-0.8%	May '26
MSCI Emerging Markets	66.83	-1.0%	4.4%	16.6%	11.3%	24.3%	53.3%	34.0%	22.2%	82.8%	37.4%	49.8%	111.1%	-1.0%	May '26
FTSE Europe	87.60	-1.8%	0.5%	4.9%	-0.5%	11.1%	22.4%	35.8%	5.3%	52.2%	51.2%	45.7%	113.5%	-2.7%	Feb '26
MSCI Japan	91.18	-0.5%	2.3%	6.6%	2.0%	13.6%	32.5%	25.9%	12.9%	67.5%	49.1%	50.5%	105.0%	-3.0%	Feb '26
MSCI India	49.85	-0.4%	0.9%	5.2%	-6.4%	-7.3%	-6.3%	2.7%	-7.8%	21.5%	25.5%	8.0%	24.1%	-15.2%	Sep '24
MSCI China	58.44	-0.5%	1.5%	5.1%	-5.2%	-7.0%	13.4%	31.0%	-2.7%	32.2%	-19.0%	3.3%	58.0%	-11.7%	Oct '25
International Bond	48.08	-0.2%	0.1%	0.3%	-0.5%	-0.3%	1.5%	2.9%	0.2%	12.1%	1.5%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	36.25	-1.9%	-0.5%	1.8%	0.6%	22.8%	53.4%	52.7%	19.0%	71.2%	73.1%	106.2%	85.0%	-4.9%	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	672.95	-0.3%	1.9%	11.0%	6.3%	9.7%	32.0%	17.8%	7.6%	84.9%	86.2%	62.8%	115.7%	-0.3%	May '26
US Large Growth	122.87	0.4%	3.0%	13.8%	7.7%	4.8%	33.6%	19.8%	3.9%	111.3%	115.4%	76.9%	155.4%	New Peak	May '26
US Large Value	232.12	-1.0%	0.4%	7.1%	3.8%	14.5%	28.5%	15.7%	10.8%	61.8%	58.1%	49.8%	81.8%	-1.0%	May '26

US MidCap Blend	77.38	-1.0%	0.1%	6.3%	3.2%	9.1%	24.8%	17.0%	7.1%	78.7%	78.0%	57.8%	104.1%	-1.0%	May '26
US MidCap Growth	290.96	-0.9%	2.3%	10.8%	6.4%	2.3%	15.5%	10.7%	4.4%	57.3%	36.4%	19.4%	76.2%	-2.0%	Oct '25
US MidCap Value	191.66	-1.1%	-1.6%	3.1%	0.8%	11.6%	24.1%	12.1%	8.6%	54.1%	47.8%	40.4%	69.7%	-1.6%	Apr '26

US Small Blend	287.36	-1.2%	1.0%	8.2%	4.0%	14.2%	32.4%	8.9%	11.8%	62.0%	38.4%	34.7%	74.8%	-1.2%	May '26
US Small Growth	367.60	-1.7%	2.1%	14.8%	8.3%	14.8%	43.6%	12.9%	13.8%	66.9%	27.2%	27.6%	81.2%	-1.7%	May '26
US Small Value	210.50	-1.1%	1.3%	8.8%	5.4%	20.8%	46.1%	12.4%	16.5%	68.6%	38.6%	36.0%	71.3%	-1.1%	May '26

Foreign Large Blend	103.24	-1.5%	0.9%	5.0%	0.6%	11.5%	24.6%	31.6%	7.5%	54.0%	50.1%	47.5%	105.0%	-2.3%	Feb '26
Foreign Growth	121.43	-1.5%	2.0%	7.5%	1.6%	7.9%	17.7%	20.7%	6.6%	33.4%	23.9%	17.8%	78.5%	-1.6%	Feb '26
Foreign Value	77.67	-1.5%	0.1%	3.1%	-0.2%	15.0%	31.9%	42.2%	8.8%	77.1%	78.9%	82.2%	133.7%	-2.8%	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	23.02		-0.02%	-0.6%	0.3%	0.8%	-0.1%	3.1%	3.6%	0.0%	22.6%	28.3%	25.3%	31.0%	-0.8%	Jan '26
Ultra Short- Janus AAA CLO	50.58		0.03%	0.1%	0.6%	1.0%	2.4%	5.4%	5.2%	1.5%	21.5%	26.1%	25.2%	27.5%	New Peak	May '26
Bank Loan- Invesco	20.64		0.01%	0.3%	1.2%	1.4%	1.8%	6.2%	6.9%	0.4%	25.5%	29.6%	27.4%	33.8%	New Peak	May '26
Interval CEF- Cliffwater	10.39	p	EOD	0.2%	0.9%	1.6%	3.3%	8.0%	8.9%	1.9%	36.0%	59.3%	50.1%	43.3%	New 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	57.68		-0.8%	0.7%	10.2%	5.6%	11.2%	32.5%	17.7%	8.3%	91.5%	106.5%	102.0%	123.1%	-0.8%	May '26
Int’l Min Volatility- Franklin	40.47		-1.7%	-1.2%	-1.1%	1.6%	15.5%	32.0%	27.1%	10.3%	74.9%	109.4%	96.8%	111.3%	-2.3%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.76	p	EOD	-0.1%	12.1%	5.9%	16.5%	33.4%	3.0%	14.4%	98.5%	110.2%	113.5%	119.5%	-1.4%	May '26
Small Value- Avantis	119.49		-0.7%	-0.5%	6.3%	4.0%	23.0%	43.6%	7.4%	17.5%	75.8%	67.0%	59.0%	82.5%	-0.7%	May '26
Mid Value- Pacer Cash Cows	63.34		-0.1%	-0.3%	1.6%	-0.8%	10.9%	24.1%	9.0%	5.6%	47.0%	59.7%	45.9%	57.9%	-2.2%	Feb '26
Growth- S&P Momentum	139.03		-1.8%	3.9%	19.2%	16.3%	17.9%	43.8%	26.6%	16.8%	158.6%	164.5%	127.0%	179.0%	-1.8%	May '26
Invesco S&P Quality	82.07		-0.7%	1.2%	7.9%	3.2%	12.5%	23.5%	13.2%	9.8%	79.0%	89.7%	63.3%	115.2%	-0.7%	May '26
Rotation Factor- BlackRock	65.26		-0.5%	2.0%	10.3%	6.3%	9.6%	33.3%	20.0%	7.6%	106.1%	100.8%	81.9%	146.4%	-0.5%	May '26
US Min Volatility- Fidelity	69.18		-0.2%	0.1%	5.6%	1.5%	6.3%	17.9%	11.8%	4.1%	48.5%	59.0%	41.6%	72.7%	-0.2%	May '26
Derivative Income- JPMorgan	56.29		-0.3%	-2.3%	-0.4%	-3.5%	3.1%	9.0%	8.1%	0.2%	29.3%	42.9%	29.8%	48.2%	-4.7%	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	17.15	p	EOD	0.4%	3.4%	7.3%	9.2%	13.7%	6.5%	8.5%	32.8%	40.4%	40.5%	40.0%	-0.3%	May '26
Multistrategy- AQR	14.67	p	EOD	0.3%	0.7%	2.3%	5.8%	15.4%	16.4%	4.7%	50.4%	71.9%	72.0%	53.7%	-0.1%	May '26
Long Short- AQR	20.78	p	EOD	1.1%	0.3%	-1.0%	4.8%	18.9%	34.4%	-1.8%	105.5%	159.4%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	15.70	p	EOD	0.3%	2.6%	6.9%	13.1%	18.6%	18.3%	7.7%	73.2%	73.5%	82.0%	82.7%	New Peak	May '26
Multi Strategy- Variant	26.03	p	EOD	0.1%	0.5%	1.8%	3.1%	6.8%	7.2%	1.9%	22.0%	46.8%	36.4%	27.8%	New Peak	May '26
Long Short- First Trust	73.78		-0.3%	0.0%	4.5%	3.3%	4.4%	16.3%	9.1%	4.0%	49.6%	62.0%	49.4%	65.2%	-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)	397.41	-0.2%	3.3%	30.1%	23.2%	42.7%	163.4%	66.0%	27.1%	279.6%	240.7%	176.4%	310.7%	-0.2%	May '26
Meta (Communications)	616.63	0.6%	0.8%	7.2%	-6.7%	-0.7%	3.6%	13.1%	-6.5%	167.0%	94.8%	83.6%	387.4%	-21.8%	Aug '25
Amazon (Cyclical)	272.91	-0.8%	3.0%	27.7%	29.8%	11.7%	44.6%	5.2%	18.2%	158.3%	65.8%	60.2%	141.7%	-0.8%	May '26
Tesla (Cyclical)	407.37	2.2%	6.7%	17.5%	-0.9%	-5.2%	47.5%	11.4%	-9.4%	139.5%	81.8%	1.9%	87.5%	-16.8%	Dec '25
Procter & Gamble (Defensive)	147.12	-0.5%	0.0%	4.9%	-6.9%	1.6%	-5.0%	-12.3%	4.2%	1.9%	23.6%	1.3%	30.3%	-14.7%	Dec '24
PepsiCo (Defensive)	156.68	0.5%	-1.1%	2.3%	-7.3%	11.7%	23.5%	-1.8%	10.1%	-10.8%	25.7%	3.6%	3.7%	-11.6%	May '23
Coca-Cola (Defensive)	78.78	-0.6%	0.0%	3.8%	0.4%	13.2%	12.0%	15.6%	13.5%	34.6%	67.7%	50.7%	58.5%	-2.8%	Feb '26
Exxon Mobil (Energy)	145.89	-1.9%	-5.5%	-11.0%	-1.5%	26.4%	44.3%	16.0%	22.0%	48.7%	183.0%	166.4%	66.8%	-14.9%	Mar '26
Chevron (Energy)	182.15	-1.6%	-5.8%	-9.6%	1.7%	20.0%	40.2%	10.1%	20.7%	29.1%	103.9%	81.2%	33.4%	-13.7%	Mar '26
JPMorgan Chase (Financial)	307.65	-2.3%	-1.8%	3.4%	-4.1%	-1.1%	25.8%	37.3%	-3.6%	140.9%	116.5%	113.4%	222.8%	-7.6%	Jan '26
Visa (Financial)	321.87	1.0%	-2.4%	6.4%	-2.7%	-3.8%	-7.3%	11.8%	-8.0%	42.1%	43.9%	50.1%	85.5%	-13.3%	Jun '25
Mastercard (Financial)	499.47	1.5%	-0.7%	0.4%	-8.8%	-9.2%	-11.3%	9.0%	-12.2%	32.2%	37.0%	38.3%	80.0%	-16.2%	Aug '25
Bank of America (Financial)	52.78	-1.5%	-1.3%	5.0%	-6.1%	0.3%	31.9%	28.0%	-3.5%	105.9%	41.3%	27.3%	93.5%	-7.3%	Jan '26
UnitedHealth (Health)	367.96	0.2%	-0.7%	19.6%	34.0%	15.1%	-3.3%	-33.1%	12.3%	-21.0%	-4.0%	-21.0%	-21.4%	-39.0%	Nov '24
Johnson & Johnson (Health)	222.31	-1.0%	-3.3%	-6.8%	-6.9%	20.6%	45.3%	47.5%	8.0%	49.4%	51.9%	46.5%	51.5%	-10.6%	Mar '26
Eli Lilly (Health)	976.81	-1.0%	4.5%	4.9%	-7.5%	6.0%	26.7%	40.2%	-9.0%	133.5%	425.4%	273.8%	209.6%	-11.8%	Nov '25
Union Pacific (Industrials)	266.23	-0.7%	-1.2%	8.2%	5.9%	21.5%	27.4%	3.9%	15.7%	41.7%	29.8%	18.5%	50.4%	-1.9%	Apr '26
Honeywell (Industrials)	216.50	-0.2%	1.0%	-3.3%	-8.7%	12.8%	9.3%	-6.4%	11.5%	23.4%	11.2%	21.5%	43.2%	-12.7%	Mar '26
Nvidia (IT)	212.99	2.5%	6.7%	19.6%	14.9%	13.2%	82.0%	38.9%	14.2%	643.3%	1341.6%	608.5%	1754.5%	-1.7%	Apr '26
Broadcom (IT)	408.54	-4.0%	-2.1%	22.3%	23.0%	17.4%	101.1%	50.6%	18.3%	574.7%	897.7%	566.3%	902.8%	-4.4%	May '26
Adobe (IT)	256.73	2.6%	4.3%	6.9%	-4.3%	-21.5%	-33.3%	-21.3%	-26.6%	-26.3%	-47.5%	-54.5%	-10.3%	-59.6%	Feb '24
Oracle (IT)	192.71	-0.7%	19.4%	35.1%	35.4%	-19.0%	30.3%	18.1%	-0.5%	105.9%	156.5%	132.9%	215.5%	-40.8%	Sep '25
salesforce.com (IT)	186.77	3.1%	5.8%	2.3%	-2.1%	-21.8%	-32.4%	-20.2%	-29.3%	-4.1%	-12.5%	-25.8%	33.2%	-48.7%	Dec '24
Linde PLC (Materials)	495.97	-1.2%	-1.0%	0.3%	11.0%	18.8%	11.8%	3.2%	16.7%	40.7%	77.6%	55.2%	91.2%	-2.9%	Apr '26
Sherwin-Williams (Materials)	320.11	-1.1%	-0.5%	2.0%	-11.4%	-5.5%	-8.1%	-3.8%	-1.0%	42.4%	16.5%	-1.9%	64.0%	-19.0%	Nov '24
American Tower (Real Estate)	179.26	-0.5%	-1.9%	4.0%	5.7%	2.7%	-15.3%	-0.9%	3.1%	1.1%	-15.7%	-28.2%	9.8%	-21.6%	Sep '24
Prologis Inc. (Real Estate)	143.22	0.2%	0.8%	7.5%	5.4%	15.8%	41.1%	25.1%	13.1%	23.8%	42.3%	-1.3%	59.1%	-1.3%	Apr '26
NextEra Energy (Utilities)	93.49	-2.0%	-4.5%	-0.2%	5.2%	12.9%	42.9%	15.5%	17.2%	35.1%	42.8%	14.4%	41.9%	-4.5%	Apr '26
Duke Energy (Utilities)	124.65	-0.7%	-3.8%	-5.4%	3.2%	2.5%	5.3%	12.7%	7.3%	41.0%	50.1%	42.1%	66.4%	-6.6%	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	16.04	p	EOD	0.9%	2.6%	1.3%	3.2%	10.0%	9.4%	2.5%	22.8%	12.5%	11.0%	33.0%	New Peak	May '26
Moderate-60% Stock	68.49		-0.5%	1.2%	6.0%	3.1%	7.6%	21.3%	16.4%	5.9%	47.4%	38.7%	33.0%	68.8%	-0.5%	May '26
Mod Agg-80% Stock	55.02	p	EOD	2.2%	8.6%	4.9%	10.8%	28.0%	19.6%	8.5%	62.4%	52.1%	44.0%	89.2%	New Peak	May '26
Aggressive-90% Stock	33.76	p	EOD	2.6%	10.9%	7.1%	14.2%	34.1%	20.9%	11.5%	66.9%	56.6%	46.6%	95.8%	New 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	80193.71	-1.5%	5.1%	11.5%	13.7%	-22.4%	-17.4%	-6.3%	-8.4%	171.5%	39.8%	72.6%	318.6%	-35.7%	Oct '25
Ethereum	2301.41	-2.1%	2.0%	2.7%	11.5%	-33.0%	27.0%	-11.0%	-22.4%	15.4%	-34.0%	-38.8%	77.7%	-52.4%	Aug '25
BNB	644.11	-0.5%	4.7%	3.7%	-2.0%	-35.0%	6.8%	23.1%	-25.4%	97.0%	3.1%	25.8%	137.7%	-50.8%	Oct '25
Solana	88.84	-0.3%	7.0%	3.7%	1.6%	-45.1%	-39.7%	-34.2%	-28.6%	289.2%	105.9%	-47.8%	185.1%	-66.1%	Jan '25
Bitcoin ETF	45.44	-1.6%	4.9%	16.2%	14.5%	-22.8%	-16.9%	-6.4%	-8.5%	-	-	-	-	-36.3%	Oct '25
Grayscale Bitcoin (hi fee)	62.29	-1.6%	4.9%	16.0%	14.0%	-23.4%	-17.9%	-7.6%	-8.9%	310.2%	47.1%	101.2%	515.1%	-36.7%	Oct '25
Bloomberg Commodities	24.74	-0.3%	-2.3%	0.5%	17.4%	29.8%	40.2%	14.9%	26.7%	52.0%	70.2%	60.8%	39.5%	-3.1%	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	4.97	0.5%	-0.4%	1.0%	2.3%	5.7%	4.1%	1.1%	2.6%	32.1%	118.2%	146.4%	27.9%	-2.6%	Oct '23
10yr Treasury rate	4.39	0.7%	0.0%	1.0%	4.3%	7.2%	2.6%	-9.0%	5.4%	27.3%	178.2%	169.5%	12.5%	-12.0%	Oct '23
5yr Treasury rate	4.04	0.9%	0.3%	1.5%	7.5%	9.7%	4.2%	-15.0%	8.5%	18.1%	423.6%	195.8%	-1.8%	-18.6%	Oct '23
13-week T-bill	3.60	-0.06%	0.4%	-0.5%	0.2%	-4.2%	-14.6%	-15.7%	1.4%	-29.2%	44875.0%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	94.98	-0.11%	-9.6%	-15.9%	49.5%	59.0%	63.6%	-19.9%	65.4%	33.1%	46.3%	24.8%	8.8%	-15.9%	Apr '26
Gold	4716.70	0.7%	2.2%	1.3%	-4.7%	17.9%	39.5%	64.5%	9.0%	133.8%	157.6%	162.1%	182.4%	-11.3%	Jan '26
USD/EUR	0.85	-0.02%	-0.2%	-0.6%	0.2%	-1.7%	-3.8%	-11.4%	-0.1%	-	-	-3.2%	-17.4%	-12.8%	Jan '25
USD/JPY	156.66	0.1%	-0.2%	-1.3%	-0.1%	2.4%	8.9%	-0.4%	0.2%	-	-	36.1%	6.8%	-3.1%	Jul '24
S&P 500 Volatility Index	17.23	-0.9%	2.0%	-33.2%	-15.4%	-9.7%	-26.8%	-13.8%	15.3%	0.2%	3.2%	3.8%	-48.7%	-67.1%	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	50.74		-0.05%	0.2%	0.6%	0.5%	1.8%	5.0%	6.1%	1.0%	19.1%	18.7%	18.4%	23.7%	New Peak	May '26
Interm Muni- JPMorgan	50.37		0.01%	-0.1%	0.5%	-0.3%	1.0%	5.1%	4.3%	0.6%	10.1%	6.1%	4.9%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.26		-0.2%	0.2%	0.3%	0.0%	1.5%	6.5%	8.8%	0.8%	13.5%	3.8%	4.4%	21.4%	-1.4%	Feb '26
Interm Bond- Vanguard	76.85		-0.2%	-0.2%	-0.3%	-0.6%	0.2%	4.5%	8.5%	-0.3%	11.5%	1.5%	1.8%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.1%	1.2%	1.2%	3.0%	9.5%	8.2%	1.7%	31.8%	35.9%	30.4%	37.1%	New Peak	May '26
Int’l Bond- JPMorgan	48.05		-0.08%	-0.1%	0.7%	-1.2%	0.3%	4.5%	8.2%	-0.2%	16.8%	13.9%	13.6%	27.6%	-2.0%	Feb '26
Long Bond- Vanguard	74.78		-0.4%	0.2%	-0.2%	-1.1%	-0.4%	6.7%	7.2%	-0.1%	11.1%	-8.9%	-11.7%	24.7%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.1%	0.8%	-0.1%	0.6%	4.7%	3.3%	0.7%	9.9%	2.1%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.25		0.02%	-0.1%	0.5%	-0.7%	0.9%	5.5%	3.4%	0.4%	8.5%	3.0%	2.3%	14.2%	-1.5%	Feb '26

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BelowPeak May '26

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Russell 2000 (Small Cap)

BelowPeak May '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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