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S&P 500

-0.3%

BelowPeak Apr '26

Return

85.3%

[

20.4%

annualized]

Dec 30 2022 - Apr 23 2026

DJIA (Large Value)

-1.7%

BelowPeak Feb '26

Return

48.8%

[

12.7%

annualized]

Dec 30 2022 - Apr 23 2026

Russell 2000 (Small Cap)

-0.7%

BelowPeak Apr '26

Return

57.4%

[

14.7%

annualized]

Dec 30 2022 - Apr 23 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 Apr 23 02:40 PM EDT, next update at 02:50 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	7113.12	-0.3%	1.0%	8.1%	2.9%	5.6%	32.3%	16.4%	3.9%	72.1%	70.2%	48.3%	98.9%	-0.3%	Apr '26
DJIA (Large Value)	49309.94	-0.4%	1.5%	6.7%	0.4%	5.5%	24.5%	13.0%	2.6%	45.8%	44.8%	34.8%	68.8%	-1.7%	Feb '26
Russell 2000 (Small Cap)	2772.56	-0.5%	1.9%	11.2%	3.9%	11.7%	44.5%	11.3%	11.7%	54.8%	22.0%	22.0%	64.3%	-0.7%	Apr '26
NASDAQ Comp (Tech/Growth)	24463.27	-0.8%	1.5%	11.5%	4.1%	6.6%	46.4%	20.4%	5.3%	102.6%	74.5%	54.5%	134.8%	-0.8%	Apr '26
Aggregate Bond	99.51	-0.10%	0.0%	0.8%	0.4%	0.4%	5.9%	7.2%	0.6%	12.1%	1.1%	1.1%	18.1%	-1.2%	Feb '26
Corp Bond	109.64	-0.2%	0.2%	1.4%	0.0%	-0.3%	7.9%	7.9%	0.6%	14.8%	0.6%	-0.6%	26.0%	-1.1%	Feb '26
High Yield Bond	80.39	-0.1%	0.1%	1.7%	0.5%	2.4%	9.2%	8.6%	1.2%	27.9%	20.8%	17.8%	37.9%	-0.3%	Apr '26
Preferred	31.50	-0.05%	0.5%	3.9%	-0.2%	2.4%	11.5%	4.9%	2.9%	20.5%	8.3%	4.1%	27.8%	-0.5%	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	51.72	-0.2%	0.0%	8.8%	4.0%	16.8%	29.4%	9.9%	14.6%	35.9%	37.8%	26.0%	61.8%	-3.1%	Feb '26
Consumer Discretionary/Cyclical	117.78	-1.0%	0.1%	7.0%	-4.2%	-0.8%	24.7%	7.4%	-1.2%	63.8%	37.9%	16.1%	74.6%	-5.2%	Jan '26
Financial Services	51.78	-0.8%	-0.5%	5.1%	-1.9%	-0.6%	10.2%	14.9%	-5.0%	63.5%	59.6%	41.0%	81.4%	-7.7%	Jan '26
Real Estate	95.23	0.8%	0.1%	7.6%	6.3%	5.4%	14.0%	3.3%	8.8%	30.5%	17.8%	-2.2%	43.6%	-1.9%	Apr '26
Communication Services	117.43	-0.4%	-1.2%	4.2%	0.7%	2.5%	29.3%	23.1%	0.1%	110.3%	61.6%	57.0%	156.1%	-1.9%	Jan '26
Energy	57.08	1.0%	0.9%	-4.3%	16.8%	30.2%	45.1%	7.9%	28.5%	48.1%	188.6%	131.4%	60.3%	-8.8%	Mar '26
Industrials	174.18	1.8%	2.3%	6.8%	6.4%	13.2%	39.9%	19.3%	12.6%	81.0%	85.0%	77.3%	116.8%	-2.4%	Mar '26
Technology	155.93	-1.4%	2.6%	13.9%	7.6%	8.2%	58.4%	24.6%	8.4%	115.5%	127.0%	83.6%	174.5%	-1.4%	Apr '26
Consumer Staples/Defensive	83.54	1.7%	2.6%	2.9%	1.3%	6.7%	5.0%	1.5%	8.2%	18.4%	36.9%	21.2%	35.6%	-6.7%	Feb '26
Healthcare	146.13	-0.2%	-0.3%	0.9%	-6.8%	0.9%	9.6%	14.5%	-5.2%	14.4%	28.0%	12.3%	27.0%	-8.4%	Feb '26
Utilities	46.01	2.5%	-0.7%	2.7%	8.9%	3.3%	20.8%	16.0%	8.5%	44.8%	60.8%	47.6%	66.5%	-2.9%	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	149.46	-0.5%	0.4%	7.7%	3.0%	7.7%	33.9%	22.4%	5.6%	71.0%	64.0%	50.8%	104.9%	-1.0%	Apr '26
MSCI Emerging Markets	62.39	-1.6%	-0.1%	8.9%	5.6%	15.6%	48.5%	34.0%	14.0%	72.3%	28.4%	39.9%	97.0%	-2.0%	Apr '26
FTSE Europe	86.57	-0.7%	-1.3%	6.8%	0.1%	8.2%	25.6%	35.8%	4.0%	50.8%	53.1%	44.0%	111.0%	-3.9%	Feb '26
MSCI Japan	87.19	-0.6%	-2.5%	4.4%	3.1%	10.1%	31.3%	25.9%	8.0%	61.5%	42.5%	43.9%	96.0%	-7.2%	Feb '26
MSCI India	49.53	-0.9%	-0.9%	4.0%	-3.3%	-9.6%	-6.9%	2.7%	-8.4%	25.3%	33.0%	7.3%	23.3%	-15.7%	Sep '24
MSCI China	57.25	-1.8%	-2.5%	3.0%	-8.8%	-9.6%	13.3%	31.0%	-4.7%	29.2%	-23.5%	1.2%	54.8%	-13.5%	Oct '25
International Bond	48.10	-0.2%	0.0%	0.4%	0.0%	-0.5%	2.1%	2.9%	0.2%	13.1%	1.1%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	36.92	-0.9%	-2.7%	9.0%	5.5%	31.6%	59.0%	52.7%	21.2%	80.0%	83.4%	110.0%	88.4%	-3.1%	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	651.70	-0.3%	1.1%	8.2%	3.1%	6.2%	34.0%	17.8%	4.2%	79.2%	82.7%	57.7%	108.9%	-0.3%	Apr '26
US Large Growth	473.14	-1.2%	0.8%	9.0%	1.1%	0.2%	35.9%	18.3%	0.1%	97.0%	86.9%	57.8%	131.8%	-3.6%	Oct '25
US Large Value	227.59	0.5%	1.2%	6.8%	4.6%	11.9%	29.8%	15.7%	8.6%	56.4%	59.9%	46.9%	78.2%	New Peak	Apr '26

US MidCap Blend	76.80	0.3%	-74.6%	-73.3%	-74.2%	-73.6%	-68.7%	11.6%	-73.4%	-61.7%	-64.3%	-67.6%	-56.8%	-74.9%	Feb '26
US MidCap Growth	282.42	-0.3%	1.5%	7.8%	0.2%	-3.3%	18.7%	10.7%	1.4%	49.5%	27.9%	15.9%	71.0%	-4.9%	Oct '25
US MidCap Value	193.48	0.8%	1.5%	6.2%	5.3%	12.0%	29.0%	12.1%	9.7%	53.8%	55.1%	41.7%	71.3%	New Peak	Apr '26

US Small Blend	283.10	-0.4%	1.3%	8.4%	3.5%	10.9%	36.4%	8.9%	10.2%	56.8%	36.7%	32.7%	72.2%	-1.1%	Apr '26
US Small Growth	356.05	-0.7%	2.1%	12.5%	2.7%	9.1%	45.5%	12.9%	10.3%	59.5%	19.2%	23.6%	75.5%	-0.7%	Apr '26
US Small Value	206.50	0.1%	2.1%	10.2%	5.9%	16.1%	47.3%	12.4%	14.3%	61.6%	40.0%	33.4%	68.0%	-0.5%	Apr '26

Foreign Large Blend	101.36	-0.6%	-1.6%	5.8%	1.4%	8.8%	27.0%	31.6%	5.6%	51.7%	49.9%	44.8%	101.3%	-4.1%	Feb '26
Foreign Growth	118.46	-0.8%	-1.3%	6.4%	-0.9%	3.1%	20.2%	20.7%	4.0%	30.3%	21.0%	15.0%	74.2%	-4.0%	Feb '26
Foreign Value	76.56	-0.4%	-1.9%	5.3%	3.7%	14.6%	34.1%	42.2%	7.2%	75.3%	82.2%	79.6%	130.3%	-4.2%	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	23.10		-0.2%	0.5%	1.3%	-0.5%	0.8%	4.6%	3.6%	0.3%	23.1%	28.7%	25.7%	31.5%	-0.5%	Jan '26
Ultra Short- Janus AAA CLO	50.62		-0.01%	0.0%	0.5%	0.8%	2.4%	5.7%	5.2%	1.2%	21.5%	25.6%	24.8%	27.1%	New Peak	Apr '26
Bank Loan- Invesco	20.51		-0.2%	-0.2%	0.2%	-0.7%	1.2%	6.0%	6.9%	-0.8%	24.1%	28.1%	26.0%	32.3%	-1.0%	Jan '26
Interval CEF- Cliffwater	10.36	p	EOD	0.3%	0.7%	1.2%	3.4%	8.2%	8.9%	1.6%	36.3%	59.3%	49.6%	42.9%	New Peak	Apr '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	56.58		-0.11%	1.5%	9.9%	4.1%	8.6%	36.9%	17.7%	6.3%	88.3%	111.2%	98.2%	118.9%	-0.1%	Apr '26
Int’l Min Volatility- Franklin	40.57		0.3%	-0.7%	3.5%	7.8%	17.4%	36.1%	27.1%	10.6%	76.5%	113.5%	97.3%	111.8%	-2.0%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.04	p	EOD	1.7%	12.9%	4.9%	12.9%	34.4%	3.0%	11.4%	90.7%	111.2%	108.0%	113.8%	-1.0%	Apr '26
Small Value- Avantis	118.96		0.7%	2.8%	9.9%	9.9%	20.6%	48.1%	7.4%	16.9%	70.5%	75.4%	58.3%	81.6%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	62.85		-0.2%	0.2%	1.2%	1.6%	9.9%	26.6%	9.0%	4.8%	42.0%	64.3%	44.8%	56.6%	-2.9%	Feb '26
Growth- S&P Momentum	129.35		0.2%	2.1%	12.9%	10.0%	8.1%	43.9%	26.6%	8.7%	136.8%	141.5%	111.2%	159.5%	New Peak	Apr '26
Invesco S&P Quality	80.23		0.12%	1.4%	5.8%	4.8%	8.4%	27.1%	13.2%	7.3%	74.7%	85.4%	59.6%	110.4%	-0.5%	Feb '26
Rotation Factor- BlackRock	63.55		-0.3%	0.8%	8.0%	4.8%	7.6%	37.0%	20.0%	4.8%	100.0%	98.0%	77.1%	140.0%	-0.3%	Apr '26
US Min Volatility- Fidelity	68.67		0.5%	1.0%	6.1%	2.2%	5.3%	19.9%	11.8%	3.3%	48.6%	59.2%	40.5%	71.4%	New Peak	Apr '26
Derivative Income- JPMorgan	57.58		0.5%	0.0%	2.5%	0.5%	4.2%	15.5%	8.1%	2.5%	32.4%	49.0%	32.8%	51.6%	-2.6%	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	16.83	p	EOD	0.4%	2.9%	6.4%	6.9%	13.3%	6.5%	6.5%	30.6%	39.6%	37.8%	37.4%	New Peak	Apr '26
Multistrategy- AQR	14.51	p	EOD	0.0%	1.0%	2.6%	6.0%	16.2%	16.4%	3.6%	47.7%	74.5%	70.1%	52.0%	-0.7%	Apr '26
Long Short- AQR	20.27	p	EOD	-0.7%	-1.2%	-1.8%	3.6%	19.9%	34.4%	-4.2%	99.3%	168.2%	147.3%	135.9%	-4.8%	Dec '25
Mkt Neutral- BlackRock	15.36	p	EOD	0.0%	1.5%	5.3%	10.5%	19.5%	18.3%	5.3%	69.1%	74.3%	78.1%	78.7%	New Peak	Apr '26
Multi Strategy- Variant	26.14	p	EOD	0.0%	0.5%	1.8%	3.0%	6.7%	7.2%	1.6%	21.9%	47.1%	35.9%	27.4%	-0.1%	Apr '26
Long Short- First Trust	72.73		0.4%	0.8%	4.6%	1.9%	4.8%	17.6%	9.1%	2.5%	47.8%	62.7%	47.3%	62.8%	New Peak	Apr '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)	340.50	0.3%	1.3%	12.7%	3.9%	34.7%	119.9%	66.0%	8.9%	225.7%	198.5%	136.8%	251.9%	-0.9%	Feb '26
Meta (Communications)	659.40	-2.3%	-2.6%	9.2%	0.2%	-10.0%	27.1%	13.1%	0.0%	212.2%	120.7%	96.3%	421.2%	-16.3%	Aug '25
Amazon (Cyclical)	255.59	0.09%	2.4%	21.6%	6.9%	15.6%	41.5%	5.2%	10.7%	139.0%	53.0%	50.0%	126.4%	New Peak	Apr '26
Tesla (Cyclical)	374.79	-3.3%	-3.6%	-1.6%	-16.5%	-16.5%	49.5%	11.4%	-16.7%	127.0%	54.1%	-6.3%	72.5%	-23.5%	Dec '25
Procter & Gamble (Defensive)	145.73	2.0%	1.8%	1.2%	-2.9%	-2.9%	-10.2%	-12.3%	2.4%	0.2%	22.6%	-0.4%	28.1%	-16.2%	Dec '24
PepsiCo (Defensive)	156.15	1.5%	-1.4%	3.5%	9.0%	5.0%	14.2%	-1.8%	9.8%	-6.8%	25.0%	3.2%	3.3%	-11.9%	May '23
Coca-Cola (Defensive)	76.56	2.6%	1.8%	1.9%	5.8%	11.0%	7.5%	15.6%	10.3%	30.7%	63.1%	46.5%	54.1%	-5.5%	Feb '26
Exxon Mobil (Energy)	150.25	0.5%	-1.1%	-6.8%	12.1%	31.5%	44.7%	16.0%	25.7%	43.4%	227.5%	174.4%	71.7%	-12.4%	Mar '26
Chevron (Energy)	187.76	0.8%	-0.2%	-8.5%	13.7%	22.5%	43.6%	10.1%	24.4%	26.1%	127.7%	86.8%	37.5%	-11.1%	Mar '26
JPMorgan Chase (Financial)	311.32	-0.5%	0.4%	7.9%	5.1%	6.7%	31.8%	37.3%	-2.5%	137.2%	135.2%	115.9%	226.6%	-6.5%	Jan '26
Visa (Financial)	307.86	-1.1%	-2.3%	1.1%	-5.4%	-10.7%	-7.2%	11.8%	-12.0%	34.6%	38.9%	43.6%	77.4%	-17.1%	Jun '25
Mastercard (Financial)	503.01	-1.4%	-3.0%	0.7%	-4.0%	-12.0%	-4.5%	9.0%	-11.6%	36.4%	33.8%	39.3%	81.2%	-15.6%	Aug '25
Bank of America (Financial)	52.44	-1.3%	-2.0%	10.3%	2.0%	2.4%	38.4%	28.0%	-4.1%	89.8%	51.1%	26.4%	92.2%	-7.9%	Jan '26
UnitedHealth (Health)	354.18	0.2%	11.9%	31.4%	0.2%	-0.3%	-14.9%	-33.1%	8.1%	-22.3%	-3.6%	-24.0%	-24.4%	-41.3%	Nov '24
Johnson & Johnson (Health)	230.93	2.1%	-1.5%	-1.9%	5.5%	21.4%	52.8%	47.5%	12.2%	55.2%	60.7%	52.2%	57.3%	-7.1%	Mar '26
Eli Lilly (Health)	918.19	-0.4%	1.6%	0.8%	-13.6%	12.2%	11.5%	40.2%	-14.4%	143.7%	411.4%	251.3%	191.0%	-17.1%	Nov '25
Union Pacific (Industrials)	269.10	7.9%	7.2%	12.9%	17.8%	23.7%	25.3%	3.9%	16.9%	45.0%	34.7%	19.8%	52.0%	New Peak	Apr '26
Honeywell (Industrials)	214.48	-2.5%	-6.5%	-3.8%	-2.7%	4.3%	17.8%	-6.4%	10.5%	23.8%	12.3%	20.4%	41.9%	-13.5%	Mar '26
Nvidia (IT)	199.41	-1.5%	0.5%	13.5%	6.3%	9.5%	94.2%	38.9%	6.9%	636.0%	1209.6%	563.3%	1636.3%	-3.7%	Oct '25
Broadcom (IT)	422.39	-0.06%	6.0%	31.0%	32.3%	23.2%	140.7%	50.6%	22.3%	594.5%	901.6%	588.9%	936.8%	-0.1%	Apr '26
Adobe (IT)	238.71	-6.7%	-3.8%	-3.6%	-20.7%	-32.6%	-32.2%	-21.3%	-31.8%	-36.8%	-53.7%	-57.7%	-16.6%	-62.4%	Feb '24
Oracle (IT)	176.59	-5.8%	-1.0%	14.8%	0.0%	-36.6%	35.7%	18.1%	-8.8%	92.3%	152.0%	113.4%	189.1%	-45.8%	Sep '25
salesforce.com (IT)	173.32	-8.7%	-4.4%	-11.0%	-23.8%	-31.8%	-30.3%	-20.2%	-34.4%	-11.6%	-24.7%	-31.2%	23.6%	-52.4%	Dec '24
Linde PLC (Materials)	505.03	2.1%	1.2%	5.6%	12.2%	13.0%	14.2%	3.2%	18.8%	43.4%	85.4%	58.0%	94.7%	-0.8%	Apr '26
Sherwin-Williams (Materials)	335.83	0.2%	0.7%	7.0%	-3.4%	1.7%	2.3%	-3.8%	3.9%	47.6%	28.1%	3.0%	72.0%	-15.0%	Nov '24
American Tower (Real Estate)	178.35	1.2%	-0.1%	2.1%	0.8%	-4.4%	-13.0%	-0.9%	2.6%	-3.1%	-18.3%	-28.6%	9.3%	-22.0%	Sep '24
Prologis Inc. (Real Estate)	142.69	0.9%	0.4%	9.5%	13.1%	15.3%	45.5%	25.1%	12.7%	27.0%	43.2%	-1.6%	58.5%	-1.7%	Apr '26
NextEra Energy (Utilities)	96.28	7.0%	4.8%	6.7%	14.3%	17.2%	47.4%	15.5%	20.7%	33.1%	40.1%	17.9%	46.1%	New Peak	Apr '26
Duke Energy (Utilities)	127.86	2.1%	-0.6%	0.4%	9.8%	2.2%	9.0%	12.7%	10.0%	46.1%	55.5%	45.8%	70.6%	-4.2%	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	15.94	p	EOD	0.4%	2.5%	1.1%	2.1%	10.5%	9.4%	1.9%	22.9%	12.0%	10.3%	32.2%	-0.6%	Feb '26
Moderate-60% Stock	67.22		-0.3%	0.2%	5.0%	2.0%	5.3%	22.5%	16.4%	3.9%	45.3%	37.4%	30.5%	65.7%	-0.8%	Apr '26
Mod Agg-80% Stock	53.61	p	EOD	0.7%	6.9%	3.1%	7.4%	29.1%	19.6%	5.7%	58.7%	49.3%	40.3%	84.4%	-0.4%	Apr '26
Aggressive-90% Stock	32.60	p	EOD	0.9%	8.4%	4.4%	10.1%	34.7%	20.9%	7.7%	61.7%	52.6%	41.6%	89.1%	-0.3%	Apr '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	78109.60	-0.12%	3.9%	10.1%	-12.7%	-29.0%	-16.6%	-6.3%	-10.7%	186.4%	52.9%	68.1%	307.7%	-37.4%	Oct '25
Ethereum	2315.61	-2.5%	-1.4%	7.6%	-21.6%	-39.9%	28.9%	-11.0%	-22.0%	25.2%	-2.0%	-38.4%	78.8%	-52.1%	Aug '25
BNB	636.35	-0.2%	0.1%	-0.3%	-28.6%	-43.6%	5.0%	23.1%	-26.3%	97.8%	20.8%	24.3%	134.8%	-51.4%	Oct '25
Solana	85.64	-1.5%	-3.8%	-6.3%	-32.8%	-55.3%	-43.3%	-34.2%	-31.2%	302.5%	131.6%	-49.7%	174.8%	-67.3%	Jan '25
Bitcoin ETF	44.26	-1.1%	3.6%	10.5%	-12.7%	-29.2%	-16.8%	-6.4%	-10.8%	-	-	-	-	-37.9%	Oct '25
Grayscale Bitcoin (hi fee)	60.72	-1.1%	3.5%	10.4%	-13.0%	-29.7%	-17.8%	-7.6%	-11.2%	342.2%	58.6%	96.1%	499.6%	-38.3%	Oct '25
Bloomberg Commodities	24.55	0.9%	1.8%	6.3%	14.9%	28.6%	38.4%	14.9%	25.7%	47.0%	78.8%	59.6%	38.4%	-0.7%	Apr '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	4.91	0.2%	-0.3%	0.0%	1.6%	7.4%	1.6%	1.1%	1.5%	30.0%	118.2%	143.7%	26.5%	-3.7%	Oct '23
10yr Treasury rate	4.32	0.6%	0.2%	-0.3%	1.9%	8.2%	-1.6%	-9.0%	3.7%	21.0%	175.6%	165.3%	10.7%	-13.4%	Oct '23
5yr Treasury rate	3.95	0.8%	0.8%	-0.1%	2.8%	9.7%	-1.7%	-15.0%	6.0%	7.8%	383.5%	189.0%	-4.1%	-20.5%	Oct '23
13-week T-bill	3.59	-0.06%	-0.5%	-0.5%	0.3%	-5.1%	-14.6%	-15.7%	1.3%	-27.4%	23853.3%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	95.64	2.9%	1.0%	8.5%	56.6%	54.8%	53.6%	-19.9%	66.6%	22.8%	53.9%	25.7%	9.6%	-15.3%	Apr '26
Gold	4734.60	0.04%	-1.1%	7.5%	-4.9%	14.8%	44.5%	64.5%	9.5%	139.2%	166.4%	163.1%	183.5%	-11.0%	Jan '26
USD/EUR	0.85	0.11%	0.7%	-1.2%	0.5%	-0.7%	-3.2%	-11.4%	0.4%	-	-	-2.8%	-17.0%	-12.4%	Jan '25
USD/JPY	159.53	0.03%	0.2%	0.2%	0.6%	4.5%	11.4%	-0.4%	2.0%	-	-	38.6%	8.7%	-1.3%	Jul '24
S&P 500 Volatility Index	19.29	2.0%	7.5%	-26.2%	19.9%	11.5%	-32.2%	-13.8%	29.0%	15.0%	11.3%	16.2%	-42.5%	-63.1%	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	50.63		-0.02%	0.1%	0.5%	0.6%	1.6%	5.2%	6.1%	0.8%	19.1%	18.6%	18.2%	23.4%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.53		0.01%	0.3%	1.1%	0.5%	1.3%	6.7%	4.3%	1.0%	11.5%	6.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.55		-0.07%	0.0%	1.1%	0.7%	1.5%	8.2%	8.8%	1.0%	14.7%	4.1%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	77.35		-0.11%	0.0%	0.8%	0.4%	0.4%	6.3%	8.5%	0.3%	13.4%	2.5%	2.5%	20.3%	-1.5%	Feb '26
Multisector Bond- Intrepid	9.01	p	EOD	0.3%	1.7%	0.9%	2.8%	9.8%	8.2%	1.7%	31.5%	37.1%	30.4%	37.1%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.25		-0.2%	-0.1%	1.6%	-0.4%	0.7%	5.8%	8.2%	0.3%	17.9%	14.6%	14.0%	28.1%	-1.6%	Feb '26
Long Bond- Vanguard	75.43		-0.2%	0.4%	2.0%	-0.4%	-1.7%	8.8%	7.2%	0.8%	11.5%	-8.0%	-10.9%	25.8%	-2.2%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	1.3%	0.3%	0.7%	6.1%	3.3%	0.5%	10.6%	2.1%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.47		0.06%	0.3%	1.1%	0.3%	1.2%	7.5%	3.4%	0.8%	9.7%	3.3%	2.7%	14.7%	-1.1%	Feb '26

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BelowPeak Apr '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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