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S&P 500

-2.7%

BelowPeak Jan '26

Return

76.8%

[

19.0%

annualized]

Dec 30 2022 - Apr 09 2026

DJIA (Large Value)

-4.6%

BelowPeak Feb '26

Return

44.4%

[

11.9%

annualized]

Dec 30 2022 - Apr 09 2026

Russell 2000 (Small Cap)

-3.8%

BelowPeak Jan '26

Return

48.5%

[

12.8%

annualized]

Dec 30 2022 - Apr 09 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 09 11:20 AM EDT, next update at 11:30 AM

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	6787.91	0.08%	3.1%	-0.1%	-2.6%	0.8%	24.4%	16.4%	-0.8%	65.4%	64.4%	41.5%	89.8%	-2.7%	Jan '26
DJIA (Large Value)	47861.36	-0.10%	2.9%	0.3%	-3.3%	3.2%	17.9%	13.0%	-0.4%	42.9%	41.6%	30.8%	63.8%	-4.6%	Feb '26
Russell 2000 (Small Cap)	2615.13	-0.2%	3.4%	2.4%	-0.3%	5.9%	36.7%	11.3%	5.4%	49.1%	16.6%	15.1%	54.9%	-3.8%	Jan '26
NASDAQ Comp (Tech/Growth)	22674.74	0.2%	3.6%	-0.1%	-4.2%	-1.5%	32.4%	20.4%	-2.4%	87.6%	63.1%	43.2%	117.7%	-5.4%	Oct '25
Aggregate Bond	99.36	-0.07%	0.1%	-1.1%	-0.2%	1.0%	5.2%	7.2%	0.1%	10.1%	1.1%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	109.39	-0.10%	0.2%	-1.3%	-0.4%	0.3%	6.4%	7.9%	0.0%	12.6%	0.7%	-1.3%	25.2%	-1.8%	Feb '26
High Yield Bond	80.16	-0.04%	0.8%	0.0%	-0.1%	2.1%	8.7%	8.6%	0.4%	27.2%	20.1%	16.9%	36.9%	-0.6%	Feb '26
Preferred	30.72	-0.07%	1.0%	-1.4%	-2.0%	-0.4%	8.5%	4.9%	-0.1%	18.4%	5.8%	1.1%	24.1%	-3.4%	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	51.60	-0.3%	2.4%	3.7%	7.4%	17.5%	30.3%	9.9%	14.3%	37.4%	42.4%	25.7%	61.4%	-3.3%	Feb '26
Consumer Discretionary/Cyclical	111.36	0.5%	3.0%	-2.6%	-10.3%	-4.9%	14.8%	7.4%	-6.6%	57.5%	31.8%	9.8%	65.1%	-10.4%	Jan '26
Financial Services	51.03	-0.3%	3.0%	1.9%	-8.0%	-3.5%	9.7%	14.9%	-6.3%	67.4%	58.3%	39.0%	78.8%	-9.1%	Jan '26
Real Estate	92.81	0.7%	2.9%	0.0%	4.8%	6.0%	14.1%	3.3%	6.0%	27.1%	19.7%	-4.7%	39.9%	-2.2%	Mar '26
Communication Services	113.82	0.01%	1.9%	-2.9%	-3.2%	-0.3%	22.9%	23.1%	-3.0%	99.6%	55.6%	52.2%	148.2%	-4.9%	Jan '26
Energy	58.38	0.6%	-1.5%	4.3%	25.9%	35.0%	46.3%	7.9%	31.4%	51.5%	191.1%	136.7%	64.0%	-6.7%	Mar '26
Industrials	171.13	0.4%	4.5%	0.4%	6.0%	12.3%	36.8%	19.3%	10.6%	83.0%	83.7%	74.2%	112.9%	-4.1%	Mar '26
Technology	141.08	-0.4%	3.7%	1.1%	-3.3%	-2.5%	39.2%	24.6%	-1.9%	93.2%	106.8%	66.1%	148.4%	-7.0%	Oct '25
Consumer Staples/Defensive	82.90	0.1%	1.2%	-3.0%	5.2%	7.7%	7.4%	1.5%	7.3%	19.4%	37.1%	20.2%	34.5%	-7.4%	Feb '26
Healthcare	148.69	-0.7%	1.3%	-3.2%	-5.1%	4.0%	9.1%	14.5%	-3.6%	17.1%	36.6%	14.3%	29.2%	-6.8%	Feb '26
Utilities	47.56	1.7%	2.6%	2.2%	12.7%	6.6%	28.8%	16.0%	12.2%	49.3%	70.7%	52.6%	72.1%	New Peak	Apr '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	144.29	-0.2%	3.5%	0.9%	-0.3%	4.5%	30.1%	22.4%	2.0%	66.8%	60.4%	45.6%	97.8%	-2.9%	Feb '26
MSCI Emerging Markets	59.85	-1.0%	5.8%	2.4%	4.8%	12.6%	48.8%	34.0%	9.4%	63.7%	25.7%	34.2%	89.0%	-5.5%	Feb '26
FTSE Europe	86.29	-0.5%	3.7%	2.4%	1.1%	9.3%	32.1%	35.8%	3.7%	54.8%	55.9%	43.6%	110.4%	-4.2%	Feb '26
MSCI Japan	87.61	-2.0%	2.7%	2.3%	3.5%	11.5%	38.2%	25.9%	8.5%	65.7%	42.0%	44.6%	97.0%	-6.8%	Feb '26
MSCI India	49.11	-0.3%	5.3%	-1.7%	-7.7%	-7.0%	-4.1%	2.7%	-9.1%	24.1%	26.7%	6.4%	22.3%	-16.4%	Sep '24
MSCI China	56.81	-0.9%	1.7%	-1.5%	-8.7%	-11.7%	20.8%	31.0%	-5.4%	23.7%	-21.8%	0.4%	53.6%	-14.2%	Oct '25
International Bond	48.10	-0.4%	0.3%	-0.8%	-0.5%	0.2%	2.8%	2.9%	0.0%	11.7%	0.9%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	37.15	1.0%	4.3%	8.0%	16.6%	36.4%	71.1%	52.7%	22.0%	86.2%	90.9%	111.3%	89.6%	-0.4%	Feb '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	621.87	0.09%	3.1%	0.0%	-2.3%	1.4%	26.1%	17.8%	-0.5%	72.2%	76.5%	50.5%	99.4%	-2.5%	Jan '26
US Large Growth	442.41	-0.2%	2.9%	-2.1%	-7.0%	-6.6%	24.2%	18.3%	-6.4%	85.0%	77.6%	47.6%	116.7%	-9.9%	Oct '25
US Large Value	222.27	0.1%	3.1%	2.0%	2.5%	10.1%	26.6%	15.7%	6.1%	54.4%	58.2%	43.4%	74.1%	-1.1%	Feb '26

US MidCap Blend	297.68	-0.3%	2.7%	0.3%	0.0%	2.4%	22.5%	11.6%	3.0%	50.7%	41.1%	25.7%	67.6%	-2.7%	Feb '26
US MidCap Growth	268.88	-0.8%	2.9%	-1.9%	-5.8%	-8.7%	14.0%	10.7%	-3.5%	44.6%	24.7%	10.3%	62.8%	-9.5%	Oct '25
US MidCap Value	189.85	0.1%	2.5%	1.8%	4.2%	10.9%	27.7%	12.1%	7.6%	53.2%	54.6%	39.0%	68.1%	-1.8%	Feb '26

US Small Blend	271.86	-0.5%	2.7%	1.9%	0.4%	7.1%	30.0%	8.9%	5.8%	53.8%	34.3%	27.5%	65.4%	-2.5%	Feb '26
US Small Growth	330.54	-0.2%	3.8%	1.6%	-3.4%	1.4%	35.3%	12.9%	2.4%	52.6%	12.7%	14.8%	62.9%	-6.5%	Jan '26
US Small Value	198.68	0.13%	3.4%	4.1%	4.2%	12.8%	42.6%	12.4%	9.9%	57.3%	36.0%	28.4%	61.7%	-0.9%	Feb '26

Foreign Large Blend	101.41	-0.8%	3.5%	2.4%	2.6%	9.9%	33.7%	31.6%	5.6%	55.3%	52.0%	44.9%	101.4%	-4.0%	Feb '26
Foreign Growth	117.43	-0.8%	4.1%	1.4%	-1.4%	3.3%	24.0%	20.7%	3.1%	32.9%	22.5%	14.0%	72.7%	-4.8%	Feb '26
Foreign Value	77.28	-0.6%	3.0%	3.6%	6.6%	16.7%	44.2%	42.2%	8.2%	80.4%	84.8%	81.3%	132.5%	-3.3%	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	22.98		-0.2%	0.6%	0.4%	-1.2%	-0.2%	3.3%	3.6%	-0.9%	21.6%	27.5%	24.2%	29.9%	-1.7%	Jan '26
Ultra Short- Janus AAA CLO	50.51		0.04%	0.2%	0.5%	0.9%	2.3%	5.7%	5.2%	1.0%	21.9%	25.6%	24.5%	26.8%	New Peak	Apr '26
Bank Loan- Invesco	20.54		-0.3%	0.3%	0.7%	-0.9%	1.7%	6.7%	6.9%	-0.6%	24.9%	28.1%	26.1%	32.4%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.31	p	EOD	0.2%	0.5%	1.0%	3.1%	8.3%	8.9%	1.2%	36.4%	59.0%	48.9%	42.2%	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	53.87		0.1%	3.9%	1.4%	-0.9%	3.4%	28.9%	17.7%	1.2%	81.3%	103.2%	88.7%	108.4%	-2.2%	Feb '26
Int’l Min Volatility- Franklin	41.08		-0.5%	0.6%	3.7%	10.1%	19.6%	42.5%	27.1%	12.0%	81.9%	116.6%	99.8%	114.5%	-0.8%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.47	p	EOD	3.3%	4.4%	-0.6%	7.8%	25.4%	3.0%	4.9%	82.8%	99.8%	95.9%	101.4%	-3.8%	Feb '26
Small Value- Avantis	114.92		0.2%	3.1%	5.7%	7.3%	17.2%	42.4%	7.4%	13.0%	67.6%	71.1%	52.9%	75.5%	-0.3%	Feb '26
Mid Value- Pacer Cash Cows	62.06		-1.0%	-0.8%	-2.3%	0.4%	10.4%	23.9%	9.0%	3.5%	40.4%	64.4%	43.0%	54.7%	-4.1%	Feb '26
Growth- S&P Momentum	122.00		0.5%	6.3%	2.6%	1.9%	0.7%	33.9%	26.6%	2.5%	125.5%	131.2%	99.2%	144.8%	-1.2%	Oct '25
Invesco S&P Quality	78.60		-0.04%	3.7%	1.1%	2.0%	7.6%	24.1%	13.2%	5.1%	72.6%	84.2%	56.4%	106.1%	-2.5%	Feb '26
Rotation Factor- BlackRock	60.88		0.3%	3.6%	1.1%	-0.8%	3.0%	29.8%	20.0%	0.4%	92.8%	92.0%	69.7%	129.9%	-1.5%	Feb '26
US Min Volatility- Fidelity	66.59		-0.03%	2.2%	-0.8%	-1.3%	2.0%	16.3%	11.8%	0.2%	44.7%	57.8%	36.3%	66.2%	-2.6%	Feb '26
Derivative Income- JPMorgan	57.65		0.06%	2.1%	-1.3%	0.1%	4.9%	13.6%	8.1%	1.9%	33.3%	50.5%	32.0%	50.7%	-3.2%	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	16.58	p	EOD	1.2%	2.5%	5.2%	4.2%	13.4%	6.5%	4.9%	30.4%	37.6%	35.8%	35.3%	-0.1%	Mar '26
Multistrategy- AQR	14.57	p	EOD	-0.1%	1.0%	3.0%	7.1%	18.3%	16.4%	4.0%	49.5%	75.8%	70.8%	52.7%	-0.2%	Apr '26
Long Short- AQR	20.72	p	EOD	-0.3%	0.5%	-1.4%	6.2%	24.2%	34.4%	-2.1%	105.1%	173.4%	152.8%	141.1%	-2.7%	Dec '25
Mkt Neutral- BlackRock	15.33	p	EOD	0.5%	2.3%	3.7%	10.4%	17.3%	18.3%	5.1%	68.1%	74.2%	77.7%	78.4%	New Peak	Apr '26
Multi Strategy- Variant	26.11	p	EOD	0.1%	0.6%	1.4%	3.2%	6.9%	7.2%	1.5%	22.2%	47.5%	35.8%	27.3%	New Peak	Apr '26
Long Short- First Trust	72.10		0.6%	2.2%	1.9%	0.9%	4.6%	16.1%	9.1%	1.7%	46.4%	63.1%	46.0%	61.4%	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)	315.54	-0.6%	6.7%	3.0%	-3.9%	30.8%	99.5%	66.0%	0.9%	193.4%	180.2%	119.4%	226.1%	-8.1%	Feb '26
Meta (Communications)	631.37	3.1%	9.9%	-2.4%	-3.2%	-13.8%	8.1%	13.1%	-4.3%	194.5%	103.6%	88.0%	399.1%	-19.9%	Aug '25
Amazon (Cyclical)	229.54	3.7%	9.4%	7.5%	-7.2%	0.8%	20.1%	5.2%	-0.6%	124.9%	36.1%	34.7%	103.3%	-9.6%	Nov '25
Tesla (Cyclical)	342.59	-0.2%	-5.0%	-14.1%	-23.0%	-21.3%	25.9%	11.4%	-23.8%	85.1%	51.8%	-14.3%	57.7%	-30.1%	Dec '25
Procter & Gamble (Defensive)	144.84	-0.04%	1.2%	-6.7%	2.8%	-2.4%	-8.3%	-12.3%	1.8%	2.7%	20.5%	-1.0%	27.4%	-16.7%	Dec '24
PepsiCo (Defensive)	156.18	0.9%	-0.5%	-3.3%	12.6%	10.0%	11.6%	-1.8%	9.8%	-6.3%	27.9%	3.3%	3.3%	-11.9%	May '23
Coca-Cola (Defensive)	77.60	0.4%	1.1%	0.4%	10.8%	18.5%	14.1%	15.6%	11.8%	35.0%	69.4%	48.5%	56.2%	-4.2%	Feb '26
Exxon Mobil (Energy)	157.50	0.8%	-2.0%	4.7%	27.2%	41.6%	54.0%	16.0%	31.8%	51.6%	241.4%	187.6%	80.0%	-8.1%	Mar '26
Chevron (Energy)	194.01	0.6%	-2.5%	2.4%	20.9%	30.6%	38.8%	10.1%	28.5%	31.4%	132.1%	93.1%	42.1%	-8.1%	Mar '26
JPMorgan Chase (Financial)	308.43	0.2%	5.2%	6.4%	-6.3%	1.4%	33.5%	37.3%	-3.8%	157.8%	122.8%	112.8%	222.0%	-7.8%	Jan '26
Visa (Financial)	305.32	-1.2%	1.5%	-3.4%	-12.5%	-11.7%	-7.5%	11.8%	-12.8%	38.2%	42.3%	42.4%	76.0%	-17.7%	Jun '25
Mastercard (Financial)	501.06	-1.2%	1.5%	-3.2%	-12.9%	-11.1%	-2.4%	9.0%	-12.1%	40.8%	35.5%	38.5%	80.2%	-16.1%	Aug '25
Bank of America (Financial)	52.12	0.5%	5.5%	8.8%	-6.2%	5.8%	43.5%	28.0%	-4.7%	102.4%	47.2%	25.7%	91.0%	-8.4%	Jan '26
UnitedHealth (Health)	306.76	0.3%	10.6%	7.6%	-10.1%	-15.4%	-45.5%	-33.1%	-6.4%	-36.5%	-11.2%	-34.2%	-34.5%	-49.1%	Nov '24
Johnson & Johnson (Health)	242.10	0.3%	-0.4%	-0.2%	19.1%	28.2%	64.8%	47.5%	17.6%	60.3%	72.9%	59.5%	65.0%	-2.6%	Mar '26
Eli Lilly (Health)	951.95	-0.1%	1.7%	-5.6%	-10.3%	11.6%	27.2%	40.2%	-11.3%	164.3%	442.4%	264.3%	201.7%	-14.1%	Nov '25
Union Pacific (Industrials)	248.61	-0.2%	1.6%	-2.0%	9.4%	8.6%	13.8%	3.9%	8.0%	34.1%	24.6%	10.7%	40.4%	-6.9%	Mar '26
Honeywell (Industrials)	233.24	0.3%	1.7%	-1.8%	13.0%	22.5%	27.0%	-6.4%	20.1%	38.6%	20.8%	30.9%	54.3%	-6.0%	Mar '26
Nvidia (IT)	183.47	0.8%	3.4%	0.5%	-0.7%	-4.7%	60.5%	38.9%	-1.6%	579.2%	1177.3%	510.3%	1497.5%	-11.4%	Oct '25
Broadcom (IT)	354.95	1.2%	12.8%	2.9%	3.1%	3.3%	93.3%	50.6%	2.8%	493.2%	708.8%	478.9%	771.2%	-13.7%	Dec '25
Adobe (IT)	229.77	-4.0%	-5.4%	-18.6%	-31.2%	-33.9%	-37.0%	-21.3%	-34.3%	-39.6%	-54.4%	-59.3%	-19.7%	-63.8%	Feb '24
Oracle (IT)	139.33	-3.0%	-4.8%	-8.1%	-29.8%	-53.0%	0.8%	18.1%	-28.3%	50.6%	96.6%	67.8%	127.3%	-57.4%	Sep '25
salesforce.com (IT)	169.56	-3.9%	-9.4%	-14.7%	-34.8%	-30.8%	-35.6%	-20.2%	-36.0%	-10.9%	-25.8%	-32.8%	20.6%	-53.6%	Dec '24
Linde PLC (Materials)	504.46	0.8%	0.4%	4.7%	14.0%	10.9%	14.6%	3.2%	18.7%	47.1%	89.6%	57.8%	94.5%	-0.6%	Mar '26
Sherwin-Williams (Materials)	332.25	-1.0%	4.5%	-0.3%	-5.7%	0.2%	-0.3%	-3.8%	2.8%	52.3%	36.0%	1.9%	70.2%	-16.0%	Nov '24
American Tower (Real Estate)	179.68	2.0%	3.4%	-3.7%	6.6%	-2.1%	-10.4%	-0.9%	2.3%	-3.8%	-13.4%	-28.7%	9.0%	-22.2%	Sep '24
Prologis Inc. (Real Estate)	138.29	0.6%	3.4%	3.1%	7.7%	22.7%	45.7%	25.1%	9.2%	24.0%	45.5%	-4.7%	53.6%	-2.3%	Mar '26
NextEra Energy (Utilities)	95.73	1.7%	2.8%	4.0%	20.6%	15.9%	45.9%	15.5%	20.1%	32.3%	39.8%	17.2%	45.3%	New Peak	Apr '26
Duke Energy (Utilities)	133.68	1.6%	1.1%	2.0%	15.4%	9.0%	19.0%	12.7%	15.0%	50.7%	66.4%	52.4%	78.4%	New Peak	Apr '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	15.80	p	EOD	1.1%	-0.1%	0.2%	2.1%	10.4%	9.4%	1.0%	20.9%	11.7%	9.3%	31.0%	-1.5%	Feb '26
Moderate-60% Stock	65.79		-0.2%	2.2%	-0.1%	-0.3%	3.2%	20.3%	16.4%	1.2%	41.7%	35.1%	27.1%	61.4%	-2.7%	Feb '26
Mod Agg-80% Stock	52.03	p	EOD	3.1%	1.0%	0.4%	4.8%	27.0%	19.6%	2.6%	55.0%	46.7%	36.2%	78.9%	-2.3%	Feb '26
Aggressive-90% Stock	31.40	p	EOD	3.8%	1.9%	1.2%	6.4%	31.3%	20.9%	3.7%	57.2%	49.3%	36.4%	82.2%	-2.3%	Feb '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	71420.64	0.4%	6.8%	4.4%	-21.1%	-41.3%	-13.5%	-6.3%	-18.4%	154.7%	22.6%	53.7%	272.8%	-42.8%	Oct '25
Ethereum	2189.16	-0.05%	6.4%	9.8%	-29.0%	-49.9%	31.2%	-11.0%	-26.2%	16.9%	5.6%	-41.8%	69.1%	-54.7%	Aug '25
BNB	601.54	0.06%	3.2%	-5.2%	-32.8%	-52.1%	3.3%	23.1%	-30.3%	92.5%	32.7%	17.5%	122.0%	-54.1%	Oct '25
Solana	82.45	-0.2%	4.4%	-2.9%	-39.3%	-62.7%	-30.7%	-34.2%	-33.8%	300.0%	196.8%	-51.6%	164.6%	-68.5%	Jan '25
Bitcoin ETF	40.50	0.2%	6.7%	3.5%	-20.8%	-41.1%	-13.5%	-6.4%	-18.4%	-	-	-	-	-43.2%	Oct '25
Grayscale Bitcoin (hi fee)	55.57	0.09%	6.6%	3.3%	-21.2%	-41.4%	-14.6%	-7.6%	-18.7%	279.5%	23.9%	79.5%	448.8%	-43.5%	Oct '25
Bloomberg Commodities	23.93	1.2%	-3.0%	3.4%	19.7%	28.0%	37.0%	14.9%	22.5%	42.9%	83.2%	55.6%	34.9%	-3.2%	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	0.5%	0.4%	3.6%	1.9%	3.8%	2.5%	1.1%	1.5%	38.7%	110.0%	143.6%	26.4%	-3.8%	Oct '23
10yr Treasury rate	4.32	0.6%	0.1%	4.4%	3.5%	4.1%	-1.9%	-9.0%	3.7%	31.3%	159.1%	165.2%	10.6%	-13.5%	Oct '23
5yr Treasury rate	3.94	0.6%	-0.1%	5.5%	5.0%	5.4%	-3.9%	-15.0%	5.9%	17.5%	354.3%	188.9%	-4.1%	-20.5%	Oct '23
13-week T-bill	3.59	-0.3%	-0.5%	-0.1%	2.2%	-6.8%	-15.1%	-15.7%	1.2%	-23.8%	119566.7%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	102.27	8.3%	-8.3%	7.9%	73.0%	66.3%	64.0%	-19.9%	78.1%	26.7%	72.4%	34.4%	17.2%	-9.5%	Apr '26
Gold	4788.50	0.8%	2.9%	-6.0%	6.6%	21.3%	56.7%	64.5%	10.7%	138.0%	174.7%	166.1%	186.7%	-10.0%	Jan '26
USD/EUR	0.85	-0.3%	-1.3%	-1.5%	-0.3%	-1.1%	-6.4%	-11.4%	0.4%	-6.6%	-	-2.8%	-17.0%	-12.4%	Jan '25
USD/JPY	159.14	0.3%	-0.2%	0.5%	1.4%	4.0%	8.0%	-0.4%	1.7%	20.9%	-	38.2%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	20.72	-1.5%	-13.2%	-18.7%	43.0%	26.1%	-38.4%	-13.8%	38.6%	12.6%	24.1%	24.8%	-38.3%	-60.4%	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	50.49		-0.4%	-0.3%	-0.7%	0.0%	1.3%	4.5%	6.1%	0.1%	18.6%	17.9%	17.4%	22.6%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.26		0.05%	0.3%	-0.9%	-0.4%	1.2%	5.9%	4.3%	0.1%	9.3%	6.1%	4.4%	15.9%	-1.7%	Feb '26
Interm Bond- Janus MSB	45.42		-0.2%	0.2%	-0.6%	0.1%	2.3%	7.4%	8.8%	0.7%	13.0%	4.1%	4.3%	21.3%	-1.4%	Feb '26
Interm Bond- Vanguard	77.23		-0.03%	0.2%	-1.2%	-0.3%	0.8%	5.7%	8.5%	-0.2%	11.2%	2.5%	2.0%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.6%	1.3%	0.5%	2.2%	10.0%	8.2%	0.9%	30.7%	35.9%	29.4%	36.1%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.06		-0.11%	0.8%	-0.7%	-1.0%	0.7%	6.3%	8.2%	-0.5%	16.4%	13.9%	13.1%	27.1%	-2.4%	Feb '26
Long Bond- Vanguard	75.14		-0.2%	0.2%	-1.8%	-0.8%	-0.6%	6.3%	7.2%	-0.1%	8.5%	-7.9%	-11.6%	24.7%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	-0.2%	-0.1%	1.3%	7.4%	3.3%	0.3%	8.9%	2.6%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.24		0.06%	0.5%	-0.8%	-0.4%	1.5%	6.9%	3.4%	0.1%	7.5%	3.2%	2.1%	13.9%	-1.8%	Feb '26

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BelowPeak Jan '26

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BelowPeak Jan '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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