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S&P 500

NewNew Peak

Return

98.2%

[

22.1%

annualized]

Dec 30 2022 - Jun 02 2026

DJIA (Large Value)

NewNew Peak

Return

54.8%

[

13.6%

annualized]

Dec 30 2022 - Jun 02 2026

Russell 2000 (Small Cap)

-0.2%

BelowPeak May '26

Return

66.5%

[

16.0%

annualized]

Dec 30 2022 - Jun 02 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 Jun 02 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	7609.78	0.13%	1.2%	5.3%	10.6%	11.4%	28.2%	16.4%	11.2%	77.7%	80.8%	58.7%	112.7%	NewNew Peak	Jun '26
DJIA (Large Value)	51307.79	0.4%	1.7%	3.7%	4.9%	8.1%	21.3%	13.0%	6.8%	52.0%	48.3%	40.2%	75.6%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2931.96	0.9%	0.4%	4.2%	10.4%	18.9%	41.6%	11.3%	18.1%	60.1%	27.6%	29.0%	73.7%	-0.2%	May '26
NASDAQ Comp (Tech/Growth)	27093.90	0.03%	1.6%	7.9%	19.1%	15.7%	40.8%	20.4%	16.6%	104.6%	97.0%	71.1%	160.1%	NewNew Peak	Jun '26
Aggregate Bond	98.71	0.03%	0.0%	-0.2%	-1.3%	0.2%	4.9%	7.2%	0.1%	12.2%	0.6%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.92	-0.01%	0.1%	0.3%	-1.0%	0.1%	6.0%	7.9%	0.4%	15.5%	0.0%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	79.90	0.08%	-0.3%	-0.2%	0.5%	1.6%	6.5%	8.6%	1.1%	27.3%	20.0%	17.7%	37.8%	-0.5%	May '26
Preferred	31.44	0.13%	0.3%	0.1%	0.9%	3.8%	10.1%	4.9%	3.2%	21.7%	8.0%	4.4%	28.2%	-0.9%	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	51.52	1.2%	1.0%	0.3%	-2.8%	17.7%	21.0%	9.9%	14.1%	39.1%	29.7%	25.5%	61.1%	-3.5%	Feb '26
Consumer Discretionary/Cyclical	117.59	-0.5%	-1.6%	-0.9%	2.1%	-0.1%	10.6%	7.4%	-1.3%	53.5%	42.6%	15.9%	74.4%	-5.4%	Jan '26
Financial Services	51.46	0.06%	-0.8%	-0.9%	0.8%	-1.8%	2.5%	14.9%	-5.6%	64.6%	46.6%	40.1%	80.3%	-8.3%	Jan '26
Real Estate	94.52	0.5%	-2.8%	-1.6%	-0.4%	7.1%	9.9%	3.3%	8.0%	30.2%	11.1%	-2.9%	42.5%	-2.8%	May '26
Communication Services	113.57	-1.8%	-1.7%	-2.7%	-3.3%	-0.8%	12.8%	23.1%	-3.2%	85.8%	52.0%	51.9%	147.6%	-5.1%	Jan '26
Energy	57.96	1.2%	0.2%	-1.5%	2.3%	30.5%	44.9%	7.9%	30.5%	59.9%	152.2%	135.0%	62.8%	-7.4%	Mar '26
Industrials	174.19	1.0%	-0.1%	0.7%	-2.4%	14.7%	23.8%	19.3%	12.6%	80.4%	78.6%	77.3%	116.8%	-2.4%	Mar '26
Technology	198.21	1.3%	7.1%	22.5%	42.2%	37.4%	71.1%	24.6%	37.8%	142.5%	197.0%	133.3%	249.0%	NewNew Peak	Jun '26
Consumer Staples/Defensive	81.83	-0.2%	-2.2%	-2.8%	-7.2%	5.3%	1.5%	1.5%	5.9%	20.6%	31.7%	18.7%	32.8%	-8.6%	Feb '26
Healthcare	146.40	-1.0%	-1.4%	0.9%	-7.3%	-4.4%	12.3%	14.5%	-5.0%	18.1%	30.7%	12.5%	27.2%	-8.2%	Feb '26
Utilities	43.90	1.9%	-3.2%	-5.7%	-6.7%	1.4%	9.9%	16.0%	3.6%	47.8%	56.9%	40.8%	58.8%	-7.4%	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	159.97	0.5%	1.3%	5.5%	9.2%	14.3%	30.5%	22.4%	13.1%	79.3%	72.8%	61.4%	119.3%	NewNew Peak	Jun '26
MSCI Emerging Markets	70.80	1.0%	3.5%	10.4%	15.1%	32.3%	58.1%	34.0%	29.4%	92.9%	42.0%	58.7%	123.6%	NewNew Peak	Jun '26
FTSE Europe	88.96	0.5%	-0.6%	2.1%	1.3%	10.7%	18.4%	35.8%	6.9%	59.4%	50.5%	48.0%	116.9%	-1.2%	Feb '26
MSCI Japan	93.58	0.7%	0.7%	6.0%	3.7%	17.8%	30.5%	25.9%	15.9%	65.0%	53.7%	54.5%	110.4%	-0.4%	Feb '26
MSCI India	48.03	0.08%	-1.1%	-2.2%	-5.7%	-10.9%	-11.9%	2.7%	-11.1%	14.6%	14.7%	4.1%	19.6%	-18.3%	Sep '24
MSCI China	57.19	3.2%	1.9%	-0.9%	-2.3%	-7.0%	9.8%	31.0%	-4.8%	36.0%	-23.5%	1.0%	54.7%	-13.6%	Oct '25
International Bond	48.20	0.2%	-0.1%	0.5%	-1.0%	0.4%	1.9%	2.9%	0.7%	12.7%	1.9%	2.1%	18.2%	-1.4%	Feb '26
iShares Latin America	34.95	0.7%	-1.2%	-3.5%	-3.6%	13.7%	44.5%	52.7%	14.8%	59.0%	56.3%	98.8%	78.4%	-8.3%	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	698.26	0.1%	1.2%	5.4%	11.0%	12.1%	29.7%	17.8%	11.7%	84.9%	94.0%	68.9%	123.8%	NewNew Peak	Jun '26
US Large Growth	128.29	-0.4%	2.1%	6.9%	13.8%	8.1%	29.3%	19.8%	8.5%	106.1%	126.3%	84.7%	166.6%	-0.4%	Jun '26
US Large Value	239.32	0.8%	0.4%	3.7%	6.7%	15.8%	28.9%	15.7%	14.2%	66.1%	62.9%	54.4%	87.4%	NewNew Peak	Jun '26

US MidCap Blend	79.91	0.9%	1.7%	3.5%	4.9%	12.4%	23.9%	17.0%	10.6%	81.8%	82.5%	63.0%	110.7%	NewNew Peak	Jun '26
US MidCap Growth	304.49	1.0%	3.5%	6.8%	9.7%	8.3%	13.5%	10.7%	9.3%	58.4%	41.2%	24.9%	84.4%	NewNew Peak	Jun '26
US MidCap Value	195.70	0.9%	0.3%	1.0%	1.3%	12.6%	23.8%	12.1%	10.9%	58.5%	50.3%	43.3%	73.3%	NewNew Peak	Jun '26

US Small Blend	295.29	0.8%	0.8%	3.7%	6.3%	16.0%	31.4%	8.9%	14.9%	61.4%	41.5%	38.4%	79.6%	NewNew Peak	Jun '26
US Small Growth	382.39	0.8%	0.7%	5.5%	13.0%	18.8%	41.4%	12.9%	18.4%	66.7%	32.9%	32.8%	88.5%	-0.1%	May '26
US Small Value	215.00	1.1%	0.1%	3.3%	8.4%	20.3%	45.2%	12.4%	19.0%	65.1%	37.7%	38.9%	75.0%	-0.2%	May '26

Foreign Large Blend	105.02	0.6%	-0.1%	2.9%	1.7%	12.5%	21.2%	31.6%	9.4%	59.3%	50.9%	50.0%	108.6%	-0.6%	Feb '26
Foreign Growth	123.90	0.7%	0.8%	4.2%	2.9%	10.9%	14.5%	20.7%	8.8%	37.5%	24.7%	20.2%	82.2%	NewNew Peak	Jun '26
Foreign Value	78.54	0.4%	-1.1%	1.5%	0.4%	14.0%	27.7%	42.2%	10.0%	83.1%	79.0%	84.2%	136.3%	-1.8%	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	22.91		0%	-0.3%	-0.3%	2.4%	0.0%	1.6%	3.6%	0.2%	22.8%	28.0%	25.5%	31.3%	-0.8%	May '26
Ultra Short- Janus AAA CLO	50.55		0.02%	-0.3%	0.1%	1.0%	2.1%	4.7%	5.2%	1.5%	21.0%	26.0%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.51		0%	0.1%	-0.3%	2.6%	0.7%	4.4%	6.9%	-0.3%	24.1%	27.9%	26.6%	32.9%	-0.7%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.0%	0.5%	1.7%	2.8%	7.3%	8.9%	2.2%	35.0%	58.3%	50.5%	43.7%	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	59.10		0.02%	0.7%	3.4%	9.1%	12.1%	28.5%	17.7%	11.0%	88.3%	110.4%	107.0%	128.6%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	41.04		0.7%	-1.1%	0.5%	-0.1%	14.1%	29.9%	27.1%	11.9%	78.7%	111.8%	99.5%	114.2%	-1.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.51	p	EOD	1.1%	2.1%	11.4%	18.8%	29.8%	3.0%	17.5%	94.6%	113.1%	119.3%	125.4%	-1.6%	May '26
Small Value- Avantis	121.17		0.9%	-0.1%	1.0%	6.9%	20.7%	39.9%	7.4%	19.1%	71.2%	67.5%	61.2%	85.0%	-0.1%	May '26
Mid Value- Pacer Cash Cows	65.11		-0.6%	1.5%	2.5%	0.8%	10.7%	24.0%	9.0%	8.5%	50.4%	66.5%	50.0%	62.3%	-0.6%	Jun '26
Growth- S&P Momentum	154.32		1.3%	3.0%	14.8%	28.8%	30.2%	46.3%	26.6%	29.7%	191.2%	196.6%	151.9%	209.6%	NewNew Peak	Jun '26
Invesco S&P Quality	86.10		1.3%	0.6%	6.6%	7.2%	16.3%	23.6%	13.2%	15.2%	82.9%	98.9%	71.3%	125.8%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	68.04		0.6%	1.2%	6.0%	11.6%	12.5%	31.6%	20.0%	12.2%	102.3%	108.7%	89.6%	156.9%	NewNew Peak	Jun '26
US Min Volatility- Fidelity	70.39		0.11%	0.3%	1.8%	3.7%	5.3%	16.6%	11.8%	5.9%	50.6%	64.3%	44.1%	75.7%	-0.1%	May '26
Derivative Income- JPMorgan	55.33		0.02%	-1.6%	-2.6%	-5.4%	0.2%	7.0%	8.1%	-0.7%	28.0%	41.5%	28.6%	46.8%	-5.6%	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	17.43	p	EOD	0.7%	2.4%	8.1%	11.2%	13.6%	6.5%	10.2%	34.4%	42.3%	42.8%	42.3%	-0.1%	May '26
Multistrategy- AQR	14.90	p	EOD	1.0%	1.7%	2.2%	7.4%	15.1%	16.4%	6.4%	52.5%	75.6%	74.7%	56.1%	NewNew Peak	Jun '26
Long Short- AQR	21.28	p	EOD	1.8%	3.6%	1.6%	4.6%	16.4%	34.4%	0.6%	108.7%	171.3%	159.6%	147.6%	NewNew Peak	Dec '25
Mkt Neutral- BlackRock	16.33	p	EOD	1.7%	4.5%	9.1%	15.0%	21.1%	18.3%	12.0%	80.0%	82.9%	89.3%	90.0%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.5%	1.7%	2.9%	7.0%	7.2%	2.4%	21.6%	45.5%	36.9%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.62		0.7%	-0.1%	1.3%	5.0%	4.5%	14.8%	9.1%	5.2%	49.2%	63.1%	51.1%	67.1%	-0.1%	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)	361.85	-3.9%	-7.0%	-6.2%	18.1%	14.7%	114.8%	66.0%	15.7%	192.6%	207.8%	151.6%	274.0%	-10.1%	May '26
Meta (Communications)	597.63	-0.5%	-2.4%	-1.8%	-8.5%	-7.5%	-10.6%	13.1%	-9.4%	120.9%	83.0%	77.9%	372.4%	-24.2%	Aug '25
Amazon (Cyclical)	256.52	-1.8%	-3.3%	-4.4%	23.1%	9.4%	24.1%	5.2%	11.1%	106.5%	58.6%	50.5%	127.2%	-6.7%	May '26
Tesla (Cyclical)	423.74	1.9%	-2.3%	8.4%	5.1%	-1.3%	23.7%	11.4%	-5.8%	98.0%	110.1%	6.0%	95.1%	-13.5%	Dec '25
Procter & Gamble (Defensive)	140.82	0.4%	-1.5%	-4.4%	-13.2%	-2.0%	-13.7%	-12.3%	-0.3%	3.9%	19.8%	-3.0%	24.7%	-18.4%	Dec '24
PepsiCo (Defensive)	142.00	0.3%	-2.5%	-9.8%	-14.4%	-2.7%	12.8%	-1.8%	-0.2%	-15.2%	11.9%	-6.1%	-6.0%	-19.9%	May '23
Coca-Cola (Defensive)	78.41	-0.3%	-2.5%	-0.2%	-1.6%	11.7%	12.1%	15.6%	12.9%	40.2%	64.0%	50.0%	57.8%	-4.3%	May '26
Exxon Mobil (Energy)	149.56	0.12%	-0.2%	-1.4%	-2.4%	31.4%	49.8%	16.0%	26.0%	56.3%	195.0%	175.0%	72.1%	-12.2%	Mar '26
Chevron (Energy)	187.55	0.9%	1.5%	-1.6%	-1.1%	26.0%	40.5%	10.1%	24.3%	35.0%	111.1%	86.6%	37.3%	-11.2%	Mar '26
JPMorgan Chase (Financial)	300.96	1.5%	-1.9%	-3.7%	1.7%	-1.3%	15.9%	37.3%	-5.7%	129.4%	105.6%	108.7%	215.8%	-9.6%	Jan '26
Visa (Financial)	317.32	-1.7%	-2.8%	-3.1%	-0.8%	-3.3%	-12.5%	11.8%	-9.1%	41.9%	43.4%	48.3%	83.3%	-14.3%	Jun '25
Mastercard (Financial)	477.68	-3.5%	-3.1%	-3.6%	-8.2%	-12.2%	-17.3%	9.0%	-16.1%	30.1%	34.1%	32.2%	72.1%	-19.9%	Aug '25
Bank of America (Financial)	52.48	1.9%	0.5%	-1.4%	6.0%	-0.3%	21.7%	28.0%	-4.0%	96.0%	38.0%	26.5%	92.3%	-7.8%	Jan '26
UnitedHealth (Health)	377.92	-0.5%	0.3%	2.5%	29.1%	18.1%	27.5%	-33.1%	15.4%	-19.8%	1.4%	-18.9%	-19.3%	-37.3%	Nov '24
Johnson & Johnson (Health)	222.89	-0.3%	-3.2%	-1.9%	-10.3%	9.1%	46.2%	47.5%	8.3%	54.1%	53.5%	46.9%	51.9%	-10.3%	Mar '26
Eli Lilly (Health)	1064.15	-1.7%	-0.1%	10.7%	4.7%	2.1%	43.4%	40.2%	-0.6%	145.8%	460.2%	307.9%	237.8%	-5.6%	May '26
Union Pacific (Industrials)	264.68	0.4%	-1.9%	-0.6%	-0.9%	15.2%	23.0%	3.9%	15.0%	41.8%	31.3%	17.8%	49.5%	-4.8%	May '26
Honeywell (Industrials)	235.23	-0.6%	1.5%	11.3%	-4.6%	23.1%	13.1%	-6.4%	21.8%	33.9%	20.0%	32.8%	56.5%	-4.6%	Mar '26
Nvidia (IT)	222.82	-0.7%	3.7%	12.3%	22.1%	22.8%	62.2%	38.9%	19.5%	467.1%	1231.4%	641.2%	1840.1%	-5.5%	May '26
Broadcom (IT)	481.57	4.7%	14.1%	14.3%	51.4%	26.7%	95.2%	50.6%	39.4%	517.1%	1023.6%	685.4%	1082.0%	NewNew Peak	Jun '26
Adobe (IT)	262.11	-4.3%	9.0%	4.5%	0.5%	-18.8%	-35.0%	-21.3%	-25.1%	-39.9%	-47.1%	-53.6%	-8.4%	-58.7%	Feb '24
Oracle (IT)	244.58	-1.4%	26.7%	42.3%	64.4%	22.4%	48.3%	18.1%	26.3%	139.3%	226.0%	195.6%	300.4%	-24.9%	Sep '25
salesforce.com (IT)	200.84	-4.2%	12.2%	9.3%	4.3%	-14.1%	-22.7%	-20.2%	-24.0%	-4.3%	-13.1%	-20.2%	43.2%	-44.8%	Dec '24
Linde PLC (Materials)	495.91	-0.3%	-3.7%	-2.4%	-2.3%	22.2%	8.2%	3.2%	16.7%	42.5%	76.4%	55.2%	91.2%	-4.2%	May '26
Sherwin-Williams (Materials)	293.00	-0.6%	-5.9%	-7.9%	-17.7%	-13.0%	-17.0%	-3.8%	-9.4%	24.6%	8.2%	-10.2%	50.1%	-25.9%	Nov '24
American Tower (Real Estate)	185.53	-1.1%	0.3%	2.2%	-1.5%	7.6%	-10.2%	-0.9%	6.7%	7.7%	-17.9%	-25.7%	13.7%	-18.8%	Sep '24
Prologis Inc. (Real Estate)	140.41	1.0%	-4.4%	-0.7%	-0.8%	10.6%	33.6%	25.1%	10.9%	23.7%	32.9%	-3.2%	56.0%	-4.4%	May '26
NextEra Energy (Utilities)	85.68	2.4%	-2.2%	-11.6%	-7.6%	2.0%	24.8%	15.5%	7.5%	25.8%	33.4%	4.9%	30.0%	-12.5%	Apr '26
Duke Energy (Utilities)	121.09	1.0%	-3.1%	-5.0%	-7.2%	2.9%	6.9%	12.7%	5.1%	51.5%	45.9%	39.3%	63.0%	-8.5%	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	16.12	p	EOD	0.4%	1.3%	0.9%	3.3%	9.5%	9.4%	3.0%	23.9%	12.9%	11.6%	33.7%	NewNew Peak	Jun '26
Moderate-60% Stock	69.85		0.2%	0.7%	3.1%	4.7%	8.8%	20.1%	16.4%	8.0%	49.8%	41.0%	35.6%	72.2%	NewNew Peak	Jun '26
Mod Agg-80% Stock	56.06	p	EOD	0.8%	4.0%	6.2%	11.6%	25.2%	19.6%	10.5%	63.4%	54.1%	46.8%	92.8%	NewNew Peak	Jun '26
Aggressive-90% Stock	34.35	p	EOD	0.5%	4.3%	8.3%	15.1%	30.7%	20.9%	13.5%	68.0%	58.7%	49.2%	99.3%	NewNew Peak	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	66992.00	-6.1%	-11.7%	-14.3%	-2.6%	-26.7%	-36.7%	-6.3%	-23.4%	145.8%	78.3%	44.2%	249.7%	-46.3%	Oct '25
Ethereum	1900.36	-5.1%	-8.2%	-17.2%	-6.3%	-36.6%	-27.1%	-11.0%	-36.0%	-0.4%	-29.8%	-49.5%	46.8%	-60.7%	Aug '25
BNB	657.67	-5.0%	0.3%	6.9%	3.2%	-25.0%	-1.3%	23.1%	-23.8%	113.9%	63.9%	28.4%	142.7%	-49.8%	Oct '25
Solana	75.08	-7.4%	-10.2%	-10.3%	-13.3%	-45.9%	-52.2%	-34.2%	-39.7%	253.2%	121.1%	-55.9%	140.9%	-71.3%	Jan '25
Bitcoin ETF	38.05	-6.0%	-11.5%	-14.4%	-2.9%	-26.4%	-35.9%	-6.4%	-23.4%	-	-	-	-	-46.6%	Oct '25
Grayscale Bitcoin (hi fee)	52.16	-6.0%	-11.5%	-14.4%	-3.2%	-26.8%	-36.7%	-7.6%	-23.7%	301.5%	85.7%	68.5%	415.1%	-47.0%	Oct '25
Bloomberg Commodities	24.77	0.5%	0.5%	-1.8%	11.4%	26.2%	38.8%	14.9%	26.8%	55.9%	68.8%	61.0%	39.7%	-4.4%	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%	-1.2%	0.0%	5.7%	4.8%	-0.6%	1.1%	2.6%	27.9%	117.9%	146.4%	27.9%	-4.1%	May '26
10yr Treasury rate	4.45	-0.4%	-0.8%	1.8%	10.1%	9.0%	-0.2%	-9.0%	7.0%	20.7%	180.0%	173.6%	14.2%	-10.7%	Oct '23
5yr Treasury rate	4.18	-0.2%	-0.1%	3.9%	15.4%	14.2%	4.0%	-15.0%	12.2%	8.7%	424.7%	206.0%	1.6%	-15.8%	Oct '23
13-week T-bill	3.62	-0.06%	1.0%	1.2%	0.8%	-1.5%	-14.5%	-15.7%	2.0%	-30.6%	24020.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	93.55	1.5%	-0.4%	-8.2%	31.3%	59.5%	49.6%	-19.9%	62.9%	30.4%	35.9%	23.0%	7.2%	-17.2%	Apr '26
Gold	4517.70	0.9%	0.4%	-2.4%	-14.7%	7.9%	34.0%	64.5%	4.4%	131.4%	136.8%	151.1%	170.5%	-15.1%	Jan '26
USD/EUR	0.86	0.00%	0.0%	0.8%	1.1%	-0.2%	-1.6%	-11.4%	1.0%	-	4.9%	-2.3%	-16.6%	-12.0%	Jan '25
USD/JPY	159.92	0.2%	0.4%	1.8%	2.1%	2.8%	12.3%	-0.4%	2.2%	-	45.9%	38.9%	9.0%	-1.1%	Jul '24
S&P 500 Volatility Index	15.71	-2.1%	-7.6%	-7.5%	-26.7%	-5.3%	-14.4%	-13.8%	5.1%	7.6%	-10.1%	-5.4%	-53.2%	-70.0%	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	50.67		0.04%	0.2%	0.3%	0.4%	1.7%	4.8%	6.1%	1.2%	19.6%	18.9%	18.7%	24.0%	NewNew Peak	Jun '26
Interm Muni- JPMorgan	50.41		0.1%	0.4%	0.3%	-0.6%	1.3%	5.9%	4.3%	1.0%	11.9%	6.1%	5.4%	17.0%	-0.8%	Feb '26
Interm Bond- Janus MSB	45.07		0.2%	-0.2%	-0.3%	-1.4%	0.7%	7.0%	8.8%	0.4%	14.5%	3.6%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	76.51		0.08%	-0.1%	-0.4%	-1.7%	-0.4%	4.6%	8.5%	-0.4%	13.2%	1.2%	1.7%	19.5%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.1%	0.7%	2.4%	2.9%	8.5%	8.2%	2.4%	32.9%	35.7%	31.4%	38.1%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	48.17		-0.04%	0.1%	0.4%	-0.8%	0.9%	5.1%	8.2%	0.6%	18.3%	14.9%	14.5%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	75.15		0.04%	0.4%	0.9%	-1.0%	0.1%	7.8%	7.2%	0.9%	13.4%	-8.2%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	0.1%	-0.6%	1.0%	5.7%	3.3%	0.7%	10.5%	1.8%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.33		0.2%	0.4%	0.3%	-0.8%	1.1%	6.5%	3.4%	0.8%	10.0%	3.3%	2.7%	14.7%	-1.1%	Feb '26

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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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