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S&P 500

NewNew Peak

Return

95.3%

[

21.9%

annualized]

Dec 30 2022 - May 14 2026

DJIA (Large Value)

-0.2%

BelowPeak Feb '26

Return

51.1%

[

13.0%

annualized]

Dec 30 2022 - May 14 2026

Russell 2000 (Small Cap)

-0.7%

BelowPeak May '26

Return

62.7%

[

15.5%

annualized]

Dec 30 2022 - May 14 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 14 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	7499.11	0.7%	2.2%	7.6%	9.7%	11.4%	27.3%	16.4%	9.5%	81.8%	79.7%	56.3%	109.6%	NewNew Peak	May '26
DJIA (Large Value)	50076.42	0.8%	1.0%	3.2%	1.2%	6.2%	19.1%	13.0%	4.2%	50.4%	45.6%	36.9%	71.4%	-0.2%	Feb '26
Russell 2000 (Small Cap)	2866.03	0.8%	0.9%	5.9%	8.3%	20.0%	37.5%	11.3%	15.5%	64.6%	28.8%	26.1%	69.8%	-0.7%	May '26
NASDAQ Comp (Tech/Growth)	26627.81	0.9%	3.2%	12.6%	18.1%	16.3%	39.1%	20.4%	14.6%	116.8%	98.3%	68.2%	155.6%	NewNew Peak	May '26
Aggregate Bond	98.77	0.10%	-0.2%	-0.7%	-1.2%	0.7%	5.9%	7.2%	0.2%	11.1%	0.9%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	108.78	0.1%	0.0%	-0.7%	-1.4%	0.9%	7.2%	7.9%	0.2%	14.6%	0.5%	-1.0%	25.5%	-1.5%	Feb '26
High Yield Bond	79.93	0.02%	0.1%	-0.2%	0.3%	2.6%	7.0%	8.6%	1.1%	28.3%	20.5%	17.7%	37.8%	-0.4%	Apr '26
Preferred	31.61	0.11%	0.3%	1.6%	0.8%	4.8%	10.4%	4.9%	3.7%	27.7%	10.5%	5.0%	28.9%	-0.3%	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	51.80	-0.5%	0.8%	-0.4%	-2.4%	20.5%	23.8%	9.9%	14.7%	40.7%	30.2%	26.2%	62.0%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	118.81	0.08%	-0.9%	2.0%	2.5%	3.3%	10.8%	7.4%	-0.3%	64.7%	44.9%	17.1%	76.2%	-4.4%	Jan '26
Financial Services	51.35	0.7%	-0.4%	-0.8%	-0.1%	-1.2%	2.4%	14.9%	-5.8%	68.9%	47.9%	39.8%	79.9%	-8.5%	Jan '26
Real Estate	95.49	-0.4%	-0.9%	1.3%	2.0%	8.7%	13.4%	3.3%	9.1%	31.4%	18.9%	-1.9%	43.9%	-1.7%	May '26
Communication Services	117.28	0.4%	-0.1%	0.6%	2.7%	6.0%	17.9%	23.1%	-0.1%	102.9%	60.0%	56.8%	155.7%	-2.0%	Jan '26
Energy	58.13	0.9%	3.9%	3.9%	7.7%	28.3%	40.8%	7.9%	30.9%	63.2%	161.2%	135.7%	63.3%	-7.1%	Mar '26
Industrials	174.26	0.4%	0.1%	0.5%	0.3%	15.3%	25.6%	19.3%	12.7%	85.0%	79.5%	77.3%	116.8%	-2.3%	Mar '26
Technology	179.52	1.5%	5.8%	21.3%	28.8%	24.9%	54.2%	24.6%	24.8%	142.8%	174.3%	111.3%	216.1%	NewNew Peak	May '26
Consumer Staples/Defensive	84.96	0.3%	1.2%	4.3%	-4.5%	11.5%	9.8%	1.5%	10.0%	19.5%	36.6%	23.2%	37.9%	-5.1%	Feb '26
Healthcare	146.50	-0.1%	1.2%	-1.6%	-6.7%	-2.7%	15.8%	14.5%	-5.0%	16.5%	28.6%	12.6%	27.3%	-8.2%	Feb '26
Utilities	44.78	0.3%	-0.7%	-3.6%	-3.0%	2.4%	16.1%	16.0%	5.6%	42.2%	58.1%	43.7%	62.0%	-5.5%	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	156.65	0.5%	1.8%	5.8%	7.3%	12.8%	29.7%	22.4%	10.7%	80.2%	72.7%	58.1%	114.8%	NewNew Peak	May '26
MSCI Emerging Markets	67.39	0.3%	1.2%	8.3%	10.3%	24.4%	49.0%	34.0%	23.2%	88.3%	43.1%	51.1%	112.8%	-0.8%	May '26
FTSE Europe	87.57	-0.04%	0.3%	-0.9%	-0.8%	9.6%	21.5%	35.8%	5.2%	54.6%	51.8%	45.7%	113.5%	-2.8%	Feb '26
MSCI Japan	92.11	-1.0%	1.2%	3.0%	-1.8%	13.8%	34.9%	25.9%	14.1%	67.3%	55.3%	52.1%	107.1%	-2.0%	Feb '26
MSCI India	48.38	0.8%	-2.9%	-2.7%	-8.5%	-11.4%	-10.4%	2.7%	-10.5%	18.2%	22.6%	4.8%	20.4%	-17.7%	Sep '24
MSCI China	58.19	-2.7%	-0.2%	0.3%	-3.6%	-7.2%	7.0%	31.0%	-3.1%	36.3%	-16.7%	2.8%	57.4%	-12.1%	Oct '25
International Bond	47.97	0.1%	-0.2%	-0.3%	-1.1%	0.0%	2.6%	2.9%	0.2%	11.9%	1.9%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	35.38	0.3%	-2.1%	-7.1%	-2.4%	18.7%	42.3%	52.7%	16.2%	63.1%	69.1%	101.2%	80.5%	-7.1%	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	687.53	0.7%	2.2%	7.7%	10.0%	11.9%	28.8%	17.8%	10.0%	89.3%	92.8%	66.3%	120.4%	NewNew Peak	May '26
US Large Growth	125.75	1.2%	2.4%	9.2%	12.6%	7.3%	27.4%	19.8%	6.4%	115.1%	125.3%	81.1%	161.3%	NewNew Peak	May '26
US Large Value	235.36	0.3%	1.4%	4.7%	5.6%	15.9%	27.8%	15.7%	12.3%	65.7%	61.3%	51.9%	84.3%	NewNew Peak	May '26

US MidCap Blend	77.53	0.6%	0.2%	2.7%	3.0%	10.2%	20.9%	17.0%	7.3%	80.3%	80.7%	58.1%	104.5%	-0.9%	May '26
US MidCap Growth	289.46	0.7%	-0.5%	4.6%	6.0%	3.8%	8.8%	10.7%	3.9%	56.2%	38.2%	18.8%	75.3%	-2.5%	Oct '25
US MidCap Value	192.99	0.5%	0.8%	1.3%	0.9%	12.2%	22.8%	12.1%	9.4%	57.4%	50.0%	41.3%	70.9%	-0.9%	Apr '26

US Small Blend	287.36	0.6%	0.3%	3.3%	4.4%	15.9%	25.7%	8.9%	11.8%	63.5%	40.9%	34.7%	74.8%	-1.2%	May '26
US Small Growth	372.93	1.0%	1.7%	7.8%	11.4%	19.8%	38.2%	12.9%	15.5%	70.6%	32.9%	29.5%	83.8%	-0.3%	May '26
US Small Value	210.41	0.6%	0.1%	4.1%	5.5%	21.5%	40.1%	12.4%	16.4%	70.7%	40.1%	35.9%	71.2%	-1.1%	May '26

Foreign Large Blend	103.56	-0.3%	0.6%	-0.1%	-0.7%	10.7%	24.6%	31.6%	7.8%	56.0%	52.2%	47.9%	105.7%	-2.0%	Feb '26
Foreign Growth	120.82	-0.5%	-0.1%	0.1%	-0.9%	7.0%	16.5%	20.7%	6.1%	33.6%	25.6%	17.3%	77.6%	-2.1%	Feb '26
Foreign Value	78.46	-0.10%	1.4%	0.0%	-0.2%	14.2%	33.0%	42.2%	9.9%	81.2%	81.5%	84.0%	136.1%	-1.9%	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	23.12		0.04%	0.4%	1.4%	1.9%	1.0%	3.1%	3.6%	1.0%	24.2%	29.9%	26.6%	32.4%	NewNew Peak	May '26
Ultra Short- Janus AAA CLO	50.63		0.01%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.2%	25.4%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.67		0.09%	0.0%	1.1%	1.7%	1.8%	5.4%	6.9%	0.5%	25.9%	29.6%	27.5%	34.0%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.40	p	EOD	0.1%	0.8%	1.6%	3.2%	7.7%	8.9%	2.0%	36.0%	59.0%	50.2%	43.4%	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	58.70		0.8%	1.9%	5.9%	8.4%	13.2%	28.9%	17.7%	10.3%	95.6%	111.5%	105.6%	127.1%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.37		0.4%	2.3%	0.5%	2.6%	15.9%	33.6%	27.1%	12.8%	78.8%	114.0%	101.1%	115.9%	-0.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.37	p	EOD	-1.0%	4.6%	7.7%	15.7%	23.5%	3.0%	12.8%	97.5%	110.7%	110.5%	116.4%	-2.8%	May '26
Small Value- Avantis	118.96		1.0%	-0.2%	3.0%	3.8%	22.7%	34.3%	7.4%	16.9%	77.8%	67.2%	58.3%	81.6%	-1.2%	May '26
Mid Value- Pacer Cash Cows	63.08		0.2%	-0.3%	1.7%	-1.4%	9.1%	19.4%	9.0%	5.2%	48.3%	60.8%	45.3%	57.2%	-2.6%	Feb '26
Growth- S&P Momentum	147.50		0.8%	5.9%	16.5%	25.1%	25.8%	42.2%	26.6%	24.0%	175.6%	188.7%	140.8%	195.9%	NewNew Peak	May '26
Invesco S&P Quality	83.10		0.9%	1.4%	4.4%	5.1%	13.9%	21.6%	13.2%	11.1%	82.3%	94.0%	65.4%	117.9%	NewNew Peak	May '26
Rotation Factor- BlackRock	67.18		1.1%	3.0%	7.5%	11.3%	12.5%	31.2%	20.0%	10.8%	112.6%	109.1%	87.2%	153.7%	NewNew Peak	May '26
US Min Volatility- Fidelity	69.48		0.5%	0.4%	3.2%	3.2%	5.9%	16.7%	11.8%	4.5%	48.7%	61.3%	42.2%	73.4%	NewNew Peak	May '26
Derivative Income- JPMorgan	55.97		0.07%	-0.6%	-2.5%	-3.6%	2.8%	9.2%	8.1%	0.5%	29.7%	43.1%	30.1%	48.5%	-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	17.38	p	EOD	1.2%	4.1%	8.1%	10.6%	14.0%	6.5%	9.9%	34.4%	41.8%	42.3%	41.8%	NewNew Peak	May '26
Multistrategy- AQR	14.77	p	EOD	0.7%	1.9%	3.2%	6.3%	16.7%	16.4%	5.4%	51.3%	73.4%	73.2%	54.8%	NewNew Peak	May '26
Long Short- AQR	20.80	p	EOD	-0.2%	2.0%	0.6%	3.3%	17.8%	34.4%	-1.7%	106.0%	155.2%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.94	p	EOD	1.9%	4.3%	10.2%	13.1%	19.8%	18.3%	9.3%	77.6%	75.9%	84.8%	85.5%	NewNew Peak	May '26
Multi Strategy- Variant	26.07	p	EOD	0.2%	0.5%	1.8%	3.1%	6.8%	7.2%	2.1%	22.0%	46.7%	36.6%	28.0%	NewNew Peak	May '26
Long Short- First Trust	74.29		0.07%	1.0%	2.4%	5.0%	5.1%	16.0%	9.1%	4.7%	50.5%	65.0%	50.4%	66.3%	NewNew Peak	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)	399.92	-0.7%	0.5%	20.1%	30.9%	44.9%	142.7%	66.0%	27.9%	243.1%	254.0%	178.1%	313.3%	-0.7%	May '26
Meta (Communications)	615.78	-0.1%	-0.2%	-7.0%	-3.7%	1.2%	-6.3%	13.1%	-6.6%	165.4%	96.4%	83.3%	386.8%	-21.9%	Aug '25
Amazon (Cyclical)	267.66	-0.9%	-1.3%	7.5%	34.6%	14.0%	27.3%	5.2%	16.0%	142.8%	66.1%	57.1%	137.1%	-2.7%	May '26
Tesla (Cyclical)	444.76	-0.12%	8.0%	22.1%	6.5%	10.0%	27.9%	11.4%	-1.1%	164.8%	126.2%	11.2%	104.7%	-9.2%	Dec '25
Procter & Gamble (Defensive)	143.17	0.7%	-2.0%	-0.1%	-9.9%	-1.6%	-6.8%	-12.3%	1.4%	-0.8%	17.8%	-1.4%	26.8%	-17.0%	Dec '24
PepsiCo (Defensive)	148.34	-0.6%	-5.1%	-4.7%	-9.8%	3.6%	20.1%	-1.8%	4.3%	-16.3%	18.2%	-1.9%	-1.8%	-16.3%	May '23
Coca-Cola (Defensive)	80.58	0.4%	2.7%	6.2%	3.1%	14.8%	19.9%	15.6%	16.1%	37.5%	70.9%	54.2%	62.2%	-0.5%	Feb '26
Exxon Mobil (Energy)	152.81	0.8%	4.3%	2.4%	2.9%	29.0%	45.7%	16.0%	27.8%	60.0%	200.2%	179.1%	74.7%	-10.9%	Mar '26
Chevron (Energy)	186.68	0.4%	2.3%	-0.2%	2.6%	20.9%	37.7%	10.1%	23.7%	35.3%	110.0%	85.8%	36.7%	-11.6%	Mar '26
JPMorgan Chase (Financial)	301.31	0.4%	-1.6%	-3.2%	0.1%	0.2%	15.6%	37.3%	-5.6%	140.6%	108.5%	109.0%	216.1%	-9.5%	Jan '26
Visa (Financial)	321.60	0.4%	0.1%	3.3%	2.4%	-2.4%	-9.3%	11.8%	-8.1%	41.9%	46.8%	50.0%	85.3%	-13.4%	Jun '25
Mastercard (Financial)	489.23	-0.3%	-2.3%	-4.7%	-5.5%	-10.1%	-14.2%	9.0%	-14.0%	30.4%	38.4%	35.4%	76.3%	-17.9%	Aug '25
Bank of America (Financial)	50.10	0.5%	-5.0%	-6.1%	-4.1%	-3.7%	14.5%	28.0%	-8.4%	99.9%	33.6%	20.8%	83.6%	-12.0%	Jan '26
UnitedHealth (Health)	400.51	-0.2%	8.3%	27.5%	37.7%	26.2%	33.7%	-33.1%	22.3%	-13.5%	6.5%	-14.0%	-14.5%	-33.6%	Nov '24
Johnson & Johnson (Health)	230.03	-0.2%	3.4%	-4.2%	-5.0%	18.8%	61.5%	47.5%	11.7%	56.4%	55.6%	51.6%	56.7%	-7.5%	Mar '26
Eli Lilly (Health)	1006.87	-0.9%	3.3%	9.1%	-3.2%	-1.6%	41.8%	40.2%	-6.2%	136.4%	437.0%	285.3%	219.1%	-9.1%	Nov '25
Union Pacific (Industrials)	267.87	1.2%	1.1%	6.3%	3.3%	21.4%	20.1%	3.9%	16.4%	44.2%	31.6%	19.3%	51.3%	-1.2%	Apr '26
Honeywell (Industrials)	218.35	0.2%	1.1%	-6.4%	-9.1%	10.2%	9.0%	-6.4%	12.5%	26.9%	12.4%	22.6%	44.4%	-12.0%	Mar '26
Nvidia (IT)	235.48	4.3%	11.3%	19.8%	28.8%	23.8%	74.0%	38.9%	26.3%	731.6%	1557.5%	683.3%	1950.3%	NewNew Peak	May '26
Broadcom (IT)	435.78	4.6%	5.6%	14.4%	34.3%	27.8%	89.3%	50.6%	26.2%	618.5%	990.7%	610.7%	969.6%	NewNew Peak	May '26
Adobe (IT)	236.52	0.2%	-7.8%	0.3%	-10.4%	-28.6%	-40.8%	-21.3%	-32.4%	-29.5%	-51.4%	-58.1%	-17.3%	-62.7%	Feb '24
Oracle (IT)	197.10	3.9%	1.3%	20.9%	23.5%	-11.0%	22.2%	18.1%	1.7%	108.7%	167.3%	138.2%	222.7%	-39.5%	Sep '25
salesforce.com (IT)	168.35	1.5%	-9.7%	-1.7%	-11.0%	-30.6%	-41.7%	-20.2%	-36.3%	-15.4%	-21.5%	-33.1%	20.1%	-53.8%	Dec '24
Linde PLC (Materials)	512.05	-0.2%	3.7%	2.5%	6.8%	21.8%	16.4%	3.2%	20.5%	43.7%	82.0%	60.2%	97.4%	-0.2%	May '26
Sherwin-Williams (Materials)	309.38	1.0%	-3.4%	-7.3%	-15.9%	-6.7%	-11.2%	-3.8%	-4.3%	39.7%	13.0%	-5.2%	58.5%	-21.7%	Nov '24
American Tower (Real Estate)	171.96	-1.1%	-4.3%	-2.5%	-9.6%	-4.5%	-12.8%	-0.9%	-1.1%	-4.8%	-18.9%	-31.1%	5.3%	-24.8%	Sep '24
Prologis Inc. (Real Estate)	142.31	0.2%	0.0%	2.9%	3.2%	17.7%	36.9%	25.1%	12.4%	25.1%	43.0%	-1.9%	58.1%	-1.9%	Apr '26
NextEra Energy (Utilities)	95.04	0.2%	1.8%	4.1%	2.0%	14.8%	35.6%	15.5%	19.2%	33.1%	47.9%	16.3%	44.3%	-2.9%	Apr '26
Duke Energy (Utilities)	124.05	0.12%	-0.7%	-4.4%	-3.2%	2.0%	14.2%	12.7%	6.7%	41.6%	44.8%	41.5%	65.6%	-7.1%	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	15.99	p	EOD	0.0%	0.6%	0.3%	3.0%	9.6%	9.4%	2.2%	22.8%	12.9%	10.7%	32.6%	-0.3%	May '26
Moderate-60% Stock	69.00		0.3%	0.9%	3.0%	3.7%	8.2%	20.2%	16.4%	6.6%	49.5%	41.4%	34.0%	70.0%	NewNew Peak	May '26
Mod Agg-80% Stock	55.08	p	EOD	0.7%	4.0%	5.0%	10.6%	24.8%	19.6%	8.6%	63.5%	54.2%	44.2%	89.4%	NewNew Peak	May '26
Aggressive-90% Stock	33.83	p	EOD	1.0%	5.0%	7.5%	14.2%	30.3%	20.9%	11.8%	68.2%	59.4%	46.9%	96.2%	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	81584.77	2.9%	2.0%	10.0%	18.5%	-13.6%	-21.2%	-6.3%	-6.8%	204.4%	63.6%	75.6%	325.9%	-34.6%	Oct '25
Ethereum	2308.80	2.3%	0.8%	-0.6%	12.7%	-25.6%	-11.5%	-11.0%	-22.2%	27.7%	-43.4%	-38.6%	78.3%	-52.2%	Aug '25
BNB	682.68	1.7%	7.2%	11.2%	10.3%	-25.4%	4.6%	23.1%	-20.9%	121.2%	13.2%	33.3%	151.9%	-47.9%	Oct '25
Solana	93.26	2.4%	5.5%	11.3%	10.6%	-32.8%	-47.2%	-34.2%	-25.1%	346.0%	118.3%	-45.2%	199.2%	-64.4%	Jan '25
Bitcoin ETF	46.23	2.5%	1.8%	9.7%	18.6%	-13.5%	-21.3%	-6.4%	-6.9%	-	-	-	-	-35.2%	Oct '25
Grayscale Bitcoin (hi fee)	63.38	2.5%	1.8%	9.6%	18.2%	-14.1%	-22.2%	-7.6%	-7.3%	392.1%	78.0%	104.7%	525.9%	-35.6%	Oct '25
Bloomberg Commodities	25.53	-0.9%	2.8%	6.6%	21.8%	32.2%	43.4%	14.9%	30.7%	59.3%	78.5%	66.0%	43.9%	-1.5%	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	-0.7%	0.8%	2.9%	6.6%	5.5%	0.9%	1.1%	3.5%	32.6%	112.7%	148.5%	29.0%	-1.8%	Oct '23
10yr Treasury rate	4.46	-0.5%	1.5%	4.7%	9.9%	7.4%	-1.6%	-9.0%	7.1%	28.7%	172.6%	173.8%	14.2%	-10.6%	Oct '23
5yr Treasury rate	4.12	-0.3%	1.8%	6.4%	14.1%	10.2%	-1.1%	-15.0%	10.6%	19.3%	404.5%	201.6%	0.1%	-17.0%	Oct '23
13-week T-bill	3.59	-0.3%	-0.3%	-0.7%	-0.1%	-5.3%	-16.3%	-15.7%	1.2%	-28.6%	71660.0%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	101.10	0.08%	6.6%	10.8%	60.8%	68.2%	60.1%	-19.9%	76.1%	44.3%	54.7%	32.9%	15.8%	-10.5%	Apr '26
Gold	4680.20	-0.4%	-0.4%	-3.0%	-6.8%	14.5%	47.1%	64.5%	8.2%	132.3%	154.6%	160.1%	180.2%	-12.0%	Jan '26
USD/EUR	0.86	0.3%	0.4%	1.0%	1.6%	-0.4%	-4.3%	-11.4%	0.6%	-	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	158.19	0.2%	0.9%	-0.4%	3.5%	2.3%	7.9%	-0.4%	1.1%	-	-	37.4%	7.8%	-2.1%	Jul '24
S&P 500 Volatility Index	17.49	-2.1%	2.4%	-4.7%	-15.1%	-11.8%	-6.1%	-13.8%	17.0%	2.7%	-7.0%	5.4%	-47.9%	-66.6%	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	50.54		-0.01%	-0.4%	-0.1%	-0.1%	1.4%	4.8%	6.1%	0.6%	19.1%	18.3%	18.0%	23.2%	-0.4%	May '26
Interm Muni- JPMorgan	50.22		0.00%	-0.3%	-0.1%	-0.7%	1.2%	5.4%	4.3%	0.6%	10.3%	6.1%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.18		0.11%	-0.2%	-0.7%	-1.1%	1.7%	7.9%	8.8%	0.6%	13.7%	3.9%	4.2%	21.1%	-1.6%	Feb '26
Interm Bond- Vanguard	76.65		0.04%	-0.2%	-0.8%	-1.5%	0.5%	6.0%	8.5%	-0.2%	11.9%	1.9%	1.9%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	-0.1%	0.2%	1.2%	2.7%	8.3%	8.2%	1.6%	31.6%	35.8%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.90		0.03%	-0.2%	-0.4%	-1.5%	0.7%	5.4%	8.2%	0.1%	16.8%	14.2%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	74.75		0.3%	0.1%	-0.8%	-2.0%	0.7%	8.6%	7.2%	0.3%	12.0%	-7.6%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	9.38	p	EOD	-0.4%	-0.2%	-0.8%	0.3%	4.7%	3.3%	0.2%	9.5%	1.7%	0.4%	15.4%	-1.3%	Feb '26
Long Muni- iShares	57.04		0.04%	-0.3%	-0.3%	-1.2%	0.9%	5.8%	3.4%	0.3%	8.6%	3.1%	2.2%	14.1%	-1.6%	Feb '26

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