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S&P 500

Return

91.8%

[

20.6%

annualized]

Dec 30 2022 - Jun 23 2026

DJIA (Large Value)

Return

55.9%

[

13.6%

annualized]

Dec 30 2022 - Jun 23 2026

Russell 2000 (Small Cap)

Return

68.9%

[

16.3%

annualized]

Dec 30 2022 - Jun 23 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 23 10:50 PM EDT, next update at 11:00 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	7365.46	-1.4%	-0.7%	-1.4%	12.3%	6.3%	20.9%	16.4%	7.6%	69.4%	72.6%	53.6%	105.9%	-3.2%	Jun '26
DJIA (Large Value)	51666.84	-0.09%	0.3%	2.1%	12.0%	6.0%	19.9%	13.0%	7.5%	53.2%	51.1%	41.2%	76.9%	-0.6%	Jun '26
Russell 2000 (Small Cap)	2975.48	-1.0%	2.0%	3.7%	18.8%	16.8%	37.7%	11.3%	19.9%	63.3%	27.5%	30.9%	76.3%	-1.0%	Jun '26
NASDAQ Comp (Tech/Growth)	25587.04	-2.2%	-1.7%	-2.9%	17.6%	8.4%	28.5%	20.4%	10.1%	89.6%	78.1%	61.6%	145.6%	-5.6%	Jun '26
Aggregate Bond	98.71	0.08%	0.1%	0.3%	0.6%	0.0%	3.6%	7.2%	0.1%	12.0%	0.0%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.91	0.12%	0.1%	0.5%	1.3%	-0.1%	4.2%	7.9%	0.3%	15.1%	-1.6%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	79.87	-0.09%	0.2%	-0.1%	1.9%	1.0%	5.1%	8.6%	1.0%	28.0%	19.2%	17.7%	37.7%	-0.5%	May '26
Preferred	30.78	-0.2%	-1.0%	-1.5%	2.0%	0.5%	5.9%	4.9%	1.0%	20.9%	4.7%	2.2%	25.5%	-3.0%	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	50.87	-1.5%	-2.2%	1.2%	5.0%	11.5%	17.7%	9.9%	12.7%	34.7%	36.3%	23.9%	59.1%	-4.7%	Feb '26
Consumer Discretionary/Cyclical	113.76	-1.0%	-1.5%	-4.5%	3.7%	-7.0%	6.1%	7.4%	-4.5%	40.6%	33.8%	12.1%	68.7%	-8.5%	Jan '26
Financial Services	53.88	0.3%	-0.3%	3.7%	9.3%	-2.8%	5.7%	14.9%	-1.1%	71.9%	60.4%	46.7%	88.8%	-4.0%	Jan '26
Real Estate	97.86	1.3%	2.4%	1.1%	11.3%	11.4%	11.3%	3.3%	11.8%	37.8%	15.0%	0.5%	47.5%	-0.7%	Jun '26
Communication Services	107.27	0.4%	-1.8%	-7.1%	-3.5%	-8.9%	3.0%	23.1%	-8.6%	72.7%	39.8%	43.4%	133.9%	-10.4%	Jan '26
Energy	54.46	0.7%	-0.4%	-8.5%	-10.5%	23.5%	31.3%	7.9%	22.6%	53.8%	135.4%	120.8%	52.9%	-12.9%	Mar '26
Industrials	178.15	-2.0%	-0.8%	3.7%	8.6%	13.4%	24.1%	19.3%	15.2%	79.6%	87.6%	81.3%	121.7%	-2.0%	Jun '26
Technology	184.19	-4.1%	-0.9%	2.1%	35.3%	26.1%	49.6%	24.6%	28.1%	122.5%	162.7%	116.8%	224.3%	-7.1%	Jun '26
Consumer Staples/Defensive	83.72	1.9%	0.0%	-1.3%	3.2%	7.8%	5.1%	1.5%	8.4%	22.2%	37.2%	21.4%	35.9%	-6.5%	Feb '26
Healthcare	152.18	1.4%	1.0%	1.5%	5.1%	-1.9%	15.2%	14.5%	-1.3%	20.7%	31.3%	16.9%	32.3%	-4.6%	Feb '26
Utilities	45.07	0.8%	1.4%	-0.6%	0.0%	6.0%	12.8%	16.0%	6.3%	50.7%	64.4%	44.6%	63.1%	-4.9%	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	154.44	-2.0%	-0.9%	-1.0%	11.9%	8.2%	23.2%	22.4%	9.2%	71.7%	65.5%	55.8%	111.8%	-3.5%	Jun '26
MSCI Emerging Markets	67.17	-5.7%	-2.0%	2.0%	18.8%	23.4%	42.2%	34.0%	22.8%	83.3%	36.7%	50.6%	112.1%	-5.7%	Jun '26
FTSE Europe	87.16	-1.2%	-2.3%	-1.5%	8.2%	4.6%	16.0%	35.8%	4.7%	57.1%	48.9%	45.0%	112.5%	-3.2%	Feb '26
MSCI Japan	92.75	-4.4%	-1.8%	1.2%	11.4%	14.5%	32.3%	25.9%	14.9%	65.3%	52.7%	53.1%	108.5%	-4.4%	Jun '26
MSCI India	49.07	-1.7%	0.0%	1.4%	5.8%	-9.1%	-10.5%	2.7%	-9.2%	16.1%	18.7%	6.3%	22.2%	-16.5%	Sep '24
MSCI China	51.81	-2.0%	-2.2%	-6.7%	-6.9%	-14.5%	-5.6%	31.0%	-13.8%	25.8%	-29.1%	-8.5%	40.1%	-21.7%	Oct '25
International Bond	48.38	0.2%	0.1%	0.7%	1.6%	0.8%	2.0%	2.9%	1.0%	12.9%	2.1%	2.4%	18.6%	-1.0%	Feb '26
iShares Latin America	33.52	-1.4%	-1.6%	-4.0%	-1.3%	9.6%	34.4%	52.7%	10.1%	42.5%	47.2%	90.7%	71.1%	-12.0%	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	676.34	-1.4%	-0.7%	-1.3%	12.6%	6.9%	22.3%	17.8%	8.2%	76.2%	85.2%	63.6%	116.8%	-3.1%	Jun '26
US Large Growth	119.81	-1.6%	-1.5%	-4.2%	11.6%	-0.2%	16.8%	19.8%	1.3%	88.0%	100.0%	72.5%	149.0%	-7.0%	Jun '26
US Large Value	240.95	-1.1%	0.2%	2.0%	12.7%	13.8%	26.8%	15.7%	15.0%	65.6%	67.1%	55.5%	88.7%	-1.2%	Jun '26

US MidCap Blend	79.77	-0.8%	0.3%	2.2%	10.6%	8.8%	20.6%	17.0%	10.4%	77.0%	78.4%	62.7%	110.4%	-1.3%	Jun '26
US MidCap Growth	300.48	-2.0%	-0.2%	3.2%	15.0%	5.8%	8.3%	10.7%	7.9%	54.8%	32.1%	23.3%	82.0%	-2.0%	Jun '26
US MidCap Value	197.12	0.12%	0.7%	1.4%	7.2%	10.6%	22.4%	12.1%	11.7%	57.0%	55.9%	44.4%	74.5%	-1.1%	Jun '26

US Small Blend	295.01	-0.8%	0.7%	2.0%	12.4%	12.5%	26.6%	8.9%	14.8%	61.1%	40.2%	38.3%	79.5%	-1.1%	Jun '26
US Small Growth	387.68	-1.6%	2.0%	4.1%	22.3%	16.5%	37.2%	12.9%	20.1%	69.0%	28.4%	34.6%	91.1%	-1.6%	Jun '26
US Small Value	217.55	-0.2%	1.8%	3.0%	15.1%	17.8%	40.6%	12.4%	20.4%	68.8%	40.9%	40.5%	77.0%	-0.4%	Jun '26

Foreign Large Blend	102.46	-2.0%	-1.3%	-1.5%	7.5%	6.3%	18.5%	31.6%	6.7%	56.2%	48.1%	46.4%	103.5%	-3.0%	Feb '26
Foreign Growth	121.81	-2.9%	-1.3%	0.3%	10.3%	6.2%	12.8%	20.7%	6.9%	36.9%	21.7%	18.2%	79.1%	-2.9%	Jun '26
Foreign Value	75.91	-1.2%	-1.1%	-3.5%	4.7%	6.1%	23.7%	42.2%	6.3%	76.6%	76.4%	78.1%	128.4%	-5.0%	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	-0.1%	0.0%	-0.9%	1.0%	-0.4%	1.4%	3.6%	0.0%	20.2%	27.3%	25.3%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.64	-0.02%	0.1%	-0.1%	0.9%	1.9%	4.6%	5.2%	1.7%	20.6%	26.0%	25.4%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.34	-0.10%	-0.6%	-0.6%	0.0%	-1.0%	3.1%	6.9%	-1.1%	22.0%	27.0%	25.5%	31.8%	-1.5%	May '26
Interval CEF- Cliffwater	10.46	0%	0.2%	0.5%	1.6%	2.7%	7.3%	8.9%	2.6%	34.5%	58.2%	51.1%	44.2%	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	57.99	-1.7%	-1.3%	-0.2%	12.7%	7.8%	22.5%	17.7%	8.9%	82.1%	110.2%	103.2%	124.4%	-2.5%	Jun '26
Int’l Min Volatility- Franklin	40.60	-0.1%	-0.2%	-2.2%	3.2%	11.0%	29.7%	27.1%	10.7%	79.0%	107.4%	97.4%	111.9%	-2.5%	May '26
MidCap 30 - Hennessy (hi fee)	28.46	-1.2%	0.1%	3.7%	17.8%	15.0%	25.4%	3.0%	17.3%	91.5%	120.8%	118.9%	125.0%	-1.9%	Jun '26
Small Value- Avantis	122.38	0%	1.3%	2.0%	11.3%	18.2%	37.1%	7.4%	20.3%	72.3%	72.5%	62.8%	86.9%	-1.6%	Jun '26
Mid Value- Pacer Cash Cows	61.84	0.6%	-0.6%	-3.9%	-0.5%	2.2%	15.1%	9.0%	3.1%	41.7%	60.1%	42.5%	54.1%	-5.6%	Jun '26
Growth- S&P Momentum	154.34	-4.5%	-0.7%	6.5%	34.4%	27.4%	41.4%	26.6%	29.7%	188.7%	179.8%	152.0%	209.7%	-4.5%	Jun '26
Invesco S&P Quality	86.93	-2.9%	-1.5%	2.7%	14.0%	14.3%	24.5%	13.2%	16.3%	82.7%	93.2%	73.0%	128.0%	-2.9%	Jun '26
Rotation Factor- BlackRock	66.61	-1.6%	-0.6%	-0.1%	13.4%	8.3%	25.9%	20.0%	9.8%	95.9%	103.0%	85.7%	151.5%	-2.1%	Jun '26
US Min Volatility- Fidelity	67.83	0.1%	-1.2%	-3.5%	5.1%	1.1%	10.5%	11.8%	2.1%	43.6%	55.2%	38.8%	69.3%	-3.7%	May '26
Derivative Income- JPMorgan	55.83	-0.4%	-0.3%	-0.9%	0.2%	-0.3%	6.2%	8.1%	0.2%	28.5%	41.3%	29.8%	48.2%	-4.8%	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	17.28	-0.5%	-0.2%	-0.2%	4.6%	9.1%	12.7%	6.5%	9.3%	31.4%	42.7%	41.5%	41.0%	-0.9%	May '26
Multistrategy- AQR	14.66	-0.8%	-0.5%	-0.4%	1.8%	4.7%	12.9%	16.4%	4.6%	46.3%	76.3%	71.9%	53.6%	-1.7%	Jun '26
Long Short- AQR	20.78	-1.3%	-1.4%	-0.1%	1.1%	-2.1%	13.3%	34.4%	-1.8%	96.5%	181.3%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	16.34	-0.8%	-1.0%	2.6%	7.3%	11.7%	22.2%	18.3%	12.1%	76.0%	83.0%	89.5%	90.1%	-1.0%	Jun '26
Multi Strategy- Variant	25.97	0.04%	0.0%	0.2%	1.3%	2.6%	6.7%	7.2%	2.5%	21.2%	44.7%	37.1%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.26	-0.8%	-0.2%	-0.5%	5.9%	3.6%	14.2%	9.1%	4.7%	48.3%	61.3%	50.4%	66.3%	-0.8%	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)	346.13	-1.0%	-4.9%	-9.6%	19.2%	10.3%	108.0%	66.0%	10.7%	185.3%	184.9%	140.7%	257.7%	-14.0%	May '26
Meta (Communications)	562.20	-0.3%	-0.9%	-7.9%	-5.2%	-15.7%	-20.9%	13.1%	-14.8%	96.2%	65.1%	67.4%	344.4%	-28.7%	Aug '25
Amazon (Cyclical)	234.11	0.6%	-1.4%	-12.1%	13.0%	0.7%	10.0%	5.2%	1.4%	81.0%	35.8%	37.4%	107.4%	-14.9%	May '26
Tesla (Cyclical)	381.61	-5.8%	-3.7%	-10.4%	-0.4%	-21.4%	12.1%	11.4%	-15.1%	48.7%	68.4%	-4.6%	75.7%	-22.1%	Dec '25
Procter & Gamble (Defensive)	150.86	2.2%	0.2%	4.4%	6.2%	5.9%	-3.2%	-12.3%	6.8%	9.8%	28.8%	3.9%	33.6%	-12.6%	Dec '24
PepsiCo (Defensive)	142.05	1.0%	0.3%	-5.7%	-5.7%	-0.3%	11.5%	-1.8%	-0.1%	-16.1%	13.1%	-6.1%	-6.0%	-19.9%	May '23
Coca-Cola (Defensive)	80.31	1.0%	0.5%	-1.4%	7.6%	15.3%	16.9%	15.6%	15.7%	42.4%	70.1%	53.7%	61.6%	-3.9%	Jun '26
Exxon Mobil (Energy)	139.73	0.9%	-0.7%	-9.8%	-14.9%	18.8%	33.1%	16.0%	17.7%	50.8%	160.3%	156.9%	60.8%	-18.0%	Mar '26
Chevron (Energy)	175.98	0.5%	-0.9%	-8.1%	-14.9%	18.1%	26.6%	10.1%	16.6%	30.7%	99.8%	75.1%	28.9%	-16.7%	Mar '26
JPMorgan Chase (Financial)	334.14	0.8%	0.2%	9.1%	14.9%	2.5%	21.1%	37.3%	4.7%	157.7%	148.6%	131.7%	250.6%	NewNew Peak	Jun '26
Visa (Financial)	328.48	0.6%	-0.6%	-0.1%	8.4%	-7.1%	-5.8%	11.8%	-6.0%	46.4%	44.3%	53.5%	89.7%	-11.3%	Jun '25
Mastercard (Financial)	488.07	0.8%	-1.0%	-2.1%	-2.0%	-15.5%	-11.9%	9.0%	-14.2%	30.8%	34.1%	35.1%	75.9%	-18.1%	Aug '25
Bank of America (Financial)	57.91	0.9%	2.4%	11.8%	20.3%	3.5%	26.2%	28.0%	5.9%	123.8%	59.5%	39.6%	112.2%	NewNew Peak	Jun '26
UnitedHealth (Health)	409.25	0.6%	2.4%	5.3%	50.3%	25.9%	36.7%	-33.1%	24.9%	-9.4%	11.4%	-12.2%	-12.6%	-32.2%	Nov '24
Johnson & Johnson (Health)	239.08	3.4%	2.1%	2.6%	1.6%	15.7%	60.1%	47.5%	16.1%	56.8%	67.5%	57.5%	62.9%	-3.8%	Mar '26
Eli Lilly (Health)	1107.08	0.5%	-0.4%	4.0%	22.8%	3.1%	43.3%	40.2%	3.4%	146.5%	398.2%	324.3%	251.5%	-4.6%	Jun '26
Union Pacific (Industrials)	258.61	-0.5%	0.2%	-2.7%	7.9%	10.6%	15.4%	3.9%	12.4%	37.7%	31.8%	15.1%	46.1%	-7.0%	May '26
Honeywell (Industrials)	222.37	-2.5%	-2.7%	-2.4%	0.9%	14.1%	7.3%	-6.4%	15.2%	25.8%	20.2%	25.5%	47.9%	-9.9%	Mar '26
Nvidia (IT)	200.04	-4.1%	-2.3%	-7.1%	14.2%	6.1%	35.3%	38.9%	7.3%	374.3%	944.0%	565.4%	1641.8%	-15.1%	May '26
Broadcom (IT)	380.15	-3.1%	-3.2%	-8.2%	19.4%	8.8%	44.9%	50.6%	10.1%	378.6%	786.9%	520.0%	833.1%	-21.1%	Jun '26
Adobe (IT)	197.43	1.3%	0.6%	-19.3%	-17.3%	-44.1%	-48.4%	-21.3%	-43.6%	-59.3%	-65.9%	-65.0%	-31.0%	-68.9%	Feb '24
Oracle (IT)	165.16	-5.7%	-10.0%	-14.0%	12.7%	-15.9%	-22.5%	18.1%	-14.7%	44.2%	127.3%	99.6%	170.4%	-49.3%	Sep '25
salesforce.com (IT)	153.42	2.2%	-1.0%	-14.8%	-16.0%	-42.0%	-43.1%	-20.2%	-41.9%	-25.9%	-36.1%	-39.1%	9.4%	-57.9%	Dec '24
Linde PLC (Materials)	512.26	-0.9%	-0.7%	-1.0%	6.8%	21.0%	11.7%	3.2%	20.5%	43.2%	91.6%	60.3%	97.5%	-2.2%	Jun '26
Sherwin-Williams (Materials)	322.90	1.9%	2.9%	4.5%	2.9%	-0.5%	-6.0%	-3.8%	-0.1%	33.9%	24.7%	-1.0%	65.4%	-18.3%	Nov '24
American Tower (Real Estate)	179.38	1.7%	-0.9%	-2.4%	6.3%	4.7%	-17.6%	-0.9%	3.2%	6.1%	-21.4%	-28.2%	9.9%	-21.5%	Sep '24
Prologis Inc. (Real Estate)	145.25	1.0%	3.1%	-0.4%	11.4%	13.4%	37.7%	25.1%	14.7%	35.7%	37.3%	0.1%	61.4%	-1.6%	Jun '26
NextEra Energy (Utilities)	86.43	0.4%	0.8%	-2.4%	-5.7%	8.2%	23.6%	15.5%	8.4%	26.4%	34.3%	5.8%	31.2%	-11.7%	Apr '26
Duke Energy (Utilities)	125.05	1.2%	1.1%	-0.5%	-1.0%	8.3%	10.7%	12.7%	8.5%	56.4%	53.1%	43.8%	68.3%	-5.5%	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	16.06	-0.3%	-0.2%	0.5%	3.5%	2.4%	8.2%	9.4%	2.6%	23.2%	11.9%	11.1%	33.2%	-0.6%	Jun '26
Moderate-60% Stock	68.78	-1.2%	-0.5%	0.0%	7.9%	5.7%	16.1%	16.4%	6.3%	46.5%	38.5%	33.5%	69.5%	-1.5%	Jun '26
Mod Agg-80% Stock	54.99	-1.6%	-0.8%	-0.2%	10.0%	7.6%	21.7%	19.6%	8.4%	59.3%	50.2%	44.0%	89.1%	-2.2%	Jun '26
Aggressive-90% Stock	33.85	-2.1%	-0.7%	0.3%	12.9%	11.2%	25.6%	20.9%	11.8%	65.0%	55.0%	47.0%	96.4%	-2.1%	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	62665.10	0.06%	-2.7%	-17.0%	-11.1%	-28.5%	-40.9%	-6.3%	-28.4%	104.2%	80.8%	34.9%	227.1%	-49.8%	Oct '25
Ethereum	1665.11	0.02%	-4.7%	-19.4%	-22.8%	-43.5%	-32.0%	-11.0%	-43.9%	-12.0%	-16.3%	-55.7%	28.6%	-65.5%	Aug '25
BNB	577.92	0.08%	-3.8%	-11.0%	-9.5%	-31.7%	-10.2%	23.1%	-33.1%	136.3%	87.4%	12.8%	113.3%	-55.9%	Oct '25
Solana	69.53	-0.07%	-3.3%	-17.5%	-23.4%	-43.2%	-52.4%	-34.2%	-44.1%	305.4%	123.0%	-59.2%	123.1%	-73.4%	Jan '25
Bitcoin ETF	35.31	-3.3%	-2.9%	-17.8%	-10.1%	-28.6%	-41.2%	-6.4%	-28.9%	-	-	-	-	-50.5%	Oct '25
Grayscale Bitcoin (hi fee)	48.35	-3.2%	-3.0%	-17.8%	-10.4%	-29.1%	-41.9%	-7.6%	-29.3%	178.9%	80.8%	56.2%	377.5%	-50.9%	Oct '25
Bloomberg Commodities	22.51	-1.2%	-2.0%	-9.8%	-3.8%	13.4%	25.3%	14.9%	15.3%	38.1%	57.1%	46.3%	26.9%	-13.1%	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	4.94	-0.1%	0.3%	-2.4%	0.0%	3.0%	2.3%	1.1%	2.1%	29.3%	135.8%	145.0%	27.2%	-4.7%	May '26
10yr Treasury rate	4.49	-0.4%	0.7%	-1.4%	2.3%	8.6%	4.7%	-9.0%	7.9%	20.2%	202.2%	176.0%	15.1%	-9.9%	Oct '23
5yr Treasury rate	4.26	-0.6%	0.8%	0.1%	5.7%	14.6%	10.5%	-15.0%	14.5%	6.7%	369.8%	212.2%	3.6%	-14.1%	Oct '23
13-week T-bill	3.69	0.3%	1.2%	2.9%	1.9%	3.8%	-11.8%	-15.7%	4.0%	-28.2%	8481.4%	6862.3%	4.4%	-31.0%	Oct '23
Crude Oil	72.57	-0.2%	-5.5%	-24.9%	-21.4%	24.4%	12.7%	-19.9%	26.4%	4.9%	-1.0%	-4.6%	-16.8%	-35.8%	Apr '26
Gold	4078.30	-0.8%	-6.4%	-9.8%	-7.3%	-9.0%	22.9%	64.5%	-5.7%	112.5%	129.7%	126.6%	144.2%	-23.3%	Jan '26
USD/EUR	0.88	0.07%	1.2%	2.0%	2.0%	3.7%	2.1%	-11.4%	3.3%	-	4.9%	0.0%	-14.7%	-9.9%	Jan '25
USD/JPY	161.55	-0.01%	0.6%	1.5%	1.9%	3.4%	11.4%	-0.4%	3.3%	-	45.6%	40.3%	10.1%	NewNew Peak	Jul '24
S&P 500 Volatility Index	19.49	12.8%	5.7%	16.7%	-27.7%	44.7%	11.5%	-13.8%	30.4%	45.0%	22.0%	17.4%	-41.9%	-62.8%	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	50.53	0.08%	0.1%	0.0%	0.7%	1.1%	3.9%	6.1%	1.0%	19.1%	18.4%	18.4%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.49	-0.01%	0.3%	1.0%	1.9%	1.3%	5.4%	4.3%	1.2%	11.1%	6.2%	5.5%	17.2%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.06	0.2%	0.2%	0.2%	0.9%	0.2%	5.4%	8.8%	0.3%	14.2%	3.7%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	76.42	0.10%	0.1%	0.2%	0.3%	-0.6%	3.1%	8.5%	-0.5%	13.3%	0.7%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.94	-0.11%	-0.2%	0.0%	2.2%	2.4%	7.4%	8.2%	2.1%	31.3%	34.8%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	48.22	-0.04%	0.0%	0.6%	2.1%	0.7%	4.0%	8.2%	0.8%	18.5%	14.5%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	75.27	0.2%	0.1%	1.1%	2.4%	0.3%	5.2%	7.2%	1.0%	12.5%	-10.8%	-10.7%	26.1%	-2.0%	Oct '25
Long CA Muni- PIMCO	9.44	0%	0.0%	1.3%	2.1%	1.3%	5.4%	3.3%	0.9%	10.1%	1.7%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.45	-0.07%	0.2%	1.1%	2.1%	1.1%	6.1%	3.4%	1.0%	9.4%	3.4%	3.0%	14.9%	-0.9%	Feb '26

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