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S&P 500

-3.0%

BelowPeak Jun '26

Return

92.3%

[

21.0%

annualized]

Dec 30 2022 - Jun 05 2026

DJIA (Large Value)

-1.3%

BelowPeak Jun '26

Return

53.5%

[

13.3%

annualized]

Dec 30 2022 - Jun 05 2026

Russell 2000 (Small Cap)

-3.5%

BelowPeak May '26

Return

60.9%

[

14.9%

annualized]

Dec 30 2022 - Jun 05 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 05 07:00 PM EDT, next update at 07:10 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	7383.74	-2.6%	-2.6%	1.7%	8.1%	7.5%	24.3%	16.4%	7.9%	72.8%	74.6%	53.9%	106.4%	-3.0%	Jun '26
DJIA (Large Value)	50866.78	-1.3%	-0.3%	3.2%	6.1%	6.1%	20.2%	13.0%	5.8%	51.6%	46.4%	39.0%	74.1%	-1.3%	Jun '26
Russell 2000 (Small Cap)	2833.50	-3.5%	-2.9%	-0.4%	9.6%	12.4%	35.1%	11.3%	14.2%	56.8%	23.9%	24.7%	67.9%	-3.5%	May '26
NASDAQ Comp (Tech/Growth)	25709.43	-4.2%	-4.7%	1.5%	13.0%	9.0%	33.2%	20.4%	10.6%	94.3%	86.1%	62.4%	146.8%	-5.1%	Jun '26
Aggregate Bond	98.17	-0.5%	-0.9%	-0.6%	-1.4%	-0.2%	4.1%	7.2%	-0.4%	11.6%	-0.2%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	108.17	-0.6%	-1.1%	-0.4%	-1.3%	-0.5%	4.8%	7.9%	-0.3%	14.9%	-1.0%	-1.6%	24.8%	-2.1%	Feb '26
High Yield Bond	79.43	-0.5%	-1.1%	-0.6%	0.2%	0.8%	5.7%	8.6%	0.5%	26.7%	19.3%	17.0%	37.0%	-1.1%	May '26
Preferred	30.91	-1.1%	-2.1%	-1.7%	-0.3%	1.9%	7.3%	4.9%	1.4%	20.1%	6.1%	2.7%	26.0%	-2.6%	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	50.63	-1.9%	-1.0%	-1.7%	0.0%	15.9%	17.9%	9.9%	12.1%	36.8%	27.2%	23.3%	58.3%	-5.2%	Feb '26
Consumer Discretionary/Cyclical	114.86	-2.0%	-5.0%	-2.7%	-1.3%	-3.7%	10.5%	7.4%	-3.6%	49.5%	39.9%	13.2%	70.3%	-7.6%	Jan '26
Financial Services	52.30	0.2%	1.4%	1.4%	2.6%	-1.7%	4.8%	14.9%	-4.0%	68.2%	48.3%	42.4%	83.2%	-6.8%	Jan '26
Real Estate	96.79	0.7%	1.1%	1.1%	3.4%	9.8%	12.5%	3.3%	10.5%	34.2%	14.2%	-0.6%	45.9%	-0.4%	May '26
Communication Services	111.67	-1.3%	-3.5%	-3.4%	-5.4%	-4.0%	10.4%	23.1%	-4.8%	82.2%	48.3%	49.3%	143.5%	-6.7%	Jan '26
Energy	57.67	-1.8%	2.5%	-3.0%	2.8%	27.5%	45.4%	7.9%	29.8%	60.2%	148.6%	133.8%	62.0%	-7.8%	Mar '26
Industrials	174.18	-1.1%	0.6%	1.0%	1.5%	13.4%	22.8%	19.3%	12.6%	81.7%	78.4%	77.3%	116.7%	-2.4%	Mar '26
Technology	180.30	-6.7%	-5.6%	8.9%	28.8%	23.3%	53.6%	24.6%	25.4%	121.8%	167.5%	112.2%	217.4%	-9.0%	Jun '26
Consumer Staples/Defensive	83.44	1.7%	0.6%	-0.7%	-1.8%	7.8%	5.3%	1.5%	8.0%	23.4%	33.0%	21.0%	35.4%	-6.8%	Feb '26
Healthcare	153.01	0.6%	2.4%	5.3%	-0.2%	0.7%	17.0%	14.5%	-0.7%	23.0%	35.8%	17.6%	33.0%	-4.1%	Feb '26
Utilities	44.35	0.9%	-0.2%	-4.4%	-4.8%	3.9%	12.8%	16.0%	4.6%	48.6%	57.8%	42.3%	60.5%	-6.4%	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	154.39	-3.0%	-2.6%	1.3%	7.7%	9.6%	25.8%	22.4%	9.1%	73.5%	66.1%	55.8%	111.7%	-3.5%	Jun '26
MSCI Emerging Markets	64.59	-6.5%	-5.8%	-1.2%	12.1%	19.7%	41.4%	34.0%	18.1%	76.0%	29.7%	44.8%	104.0%	-8.8%	Jun '26
FTSE Europe	87.13	-2.0%	-2.1%	0.3%	3.2%	7.7%	16.1%	35.8%	4.7%	57.2%	47.3%	44.9%	112.4%	-3.3%	Feb '26
MSCI Japan	90.72	-3.6%	-2.4%	1.6%	5.6%	12.5%	29.3%	25.9%	12.4%	60.6%	47.3%	49.8%	104.0%	-3.6%	Jun '26
MSCI India	47.34	-1.4%	-2.5%	-3.7%	-6.0%	-12.3%	-12.6%	2.7%	-12.4%	13.3%	12.2%	2.6%	17.9%	-19.4%	Sep '24
MSCI China	54.44	-2.3%	-1.2%	-4.9%	-3.1%	-12.0%	1.2%	31.0%	-9.4%	30.1%	-26.3%	-3.8%	47.2%	-17.7%	Oct '25
International Bond	48.01	-0.1%	-0.7%	0.3%	-0.7%	0.2%	1.8%	2.9%	0.3%	12.5%	1.4%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	33.14	-2.6%	-5.2%	-8.8%	-3.0%	10.7%	36.1%	52.7%	8.8%	49.5%	47.3%	88.5%	69.1%	-13.0%	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	678.00	-2.6%	-2.5%	1.9%	8.5%	8.2%	25.9%	17.8%	8.5%	79.8%	87.4%	64.0%	117.4%	-2.9%	Jun '26
US Large Growth	122.69	-3.3%	-4.0%	1.9%	8.4%	3.0%	23.1%	19.8%	3.8%	97.3%	115.3%	76.7%	155.0%	-4.7%	Jun '26
US Large Value	236.42	-1.9%	-0.6%	1.9%	7.6%	13.3%	27.4%	15.7%	12.8%	64.6%	60.4%	52.6%	85.1%	-1.9%	Jun '26

US MidCap Blend	78.53	-2.1%	-0.5%	1.1%	5.0%	9.3%	21.2%	17.0%	8.6%	79.2%	78.9%	60.2%	107.1%	-2.1%	Jun '26
US MidCap Growth	293.53	-3.5%	-1.7%	1.5%	6.5%	3.3%	8.4%	10.7%	5.4%	52.9%	35.6%	20.4%	77.8%	-3.6%	Jun '26
US MidCap Value	195.39	-0.9%	0.4%	0.9%	3.6%	11.4%	23.7%	12.1%	10.8%	58.8%	50.0%	43.1%	73.0%	-0.9%	Jun '26

US Small Blend	288.20	-2.4%	-1.8%	0.5%	6.7%	11.6%	26.8%	8.9%	12.1%	59.0%	38.5%	35.1%	75.3%	-2.4%	Jun '26
US Small Growth	366.27	-4.3%	-3.8%	-0.5%	11.5%	10.9%	33.2%	12.9%	13.4%	61.5%	27.4%	27.2%	80.5%	-4.3%	Jun '26
US Small Value	209.44	-2.6%	-2.1%	-0.1%	8.1%	14.9%	40.0%	12.4%	15.9%	63.5%	35.2%	35.3%	70.4%	-2.7%	May '26

Foreign Large Blend	102.26	-2.6%	-2.4%	0.2%	3.1%	8.7%	18.5%	31.6%	6.5%	56.0%	46.4%	46.1%	103.1%	-3.2%	Feb '26
Foreign Growth	119.90	-3.4%	-2.8%	0.3%	3.2%	6.0%	11.1%	20.7%	5.2%	33.8%	20.1%	16.4%	76.3%	-3.4%	Jun '26
Foreign Value	76.90	-1.9%	-2.2%	-0.2%	3.0%	11.2%	25.7%	42.2%	7.7%	80.3%	74.7%	80.4%	131.4%	-3.8%	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	22.88		0%	-0.5%	-0.5%	1.4%	-0.3%	1.6%	3.6%	0.0%	22.6%	27.8%	25.3%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.57		0.04%	0.1%	0.0%	1.1%	2.1%	4.8%	5.2%	1.5%	21.0%	26.0%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.46		-0.2%	0.0%	-0.8%	1.1%	0.2%	4.2%	6.9%	-0.5%	24.1%	27.6%	26.3%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.4%	1.7%	2.9%	7.4%	8.9%	2.3%	35.0%	58.3%	50.6%	43.8%	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	57.58		-2.7%	-2.3%	0.3%	7.7%	8.6%	24.5%	17.7%	8.2%	84.2%	104.8%	101.7%	122.8%	-2.7%	Jun '26
Int’l Min Volatility- Franklin	40.10		-0.9%	-2.1%	-1.7%	0.9%	11.4%	27.7%	27.1%	9.3%	75.5%	105.7%	95.0%	109.3%	-3.7%	May '26
MidCap 30 - Hennessy (hi fee)	28.60	p	EOD	-0.1%	1.6%	15.4%	17.8%	28.8%	3.0%	17.8%	97.2%	116.8%	120.0%	126.1%	-1.3%	May '26
Small Value- Avantis	119.70		-1.4%	-0.3%	-0.4%	8.1%	17.1%	37.4%	7.4%	17.7%	72.1%	66.0%	59.3%	82.8%	-1.4%	Jun '26
Mid Value- Pacer Cash Cows	63.91		-1.4%	-1.6%	0.4%	0.2%	6.7%	20.8%	9.0%	6.5%	48.2%	62.8%	47.2%	59.3%	-2.4%	Jun '26
Growth- S&P Momentum	144.28		-5.6%	-4.2%	4.6%	20.9%	20.0%	37.6%	26.6%	21.3%	171.8%	175.8%	135.5%	189.5%	-7.0%	Jun '26
Invesco S&P Quality	84.95		-2.2%	-0.5%	4.0%	8.5%	14.1%	21.4%	13.2%	13.6%	81.2%	93.9%	69.0%	122.8%	-2.2%	Jun '26
Rotation Factor- BlackRock	65.88		-2.9%	-2.4%	2.1%	8.6%	8.3%	27.6%	20.0%	8.6%	96.3%	100.9%	83.6%	148.8%	-3.2%	Jun '26
US Min Volatility- Fidelity	69.51		-0.8%	-1.3%	0.5%	3.2%	4.0%	15.0%	11.8%	4.6%	48.9%	61.3%	42.3%	73.5%	-1.3%	May '26
Derivative Income- JPMorgan	55.52		-0.3%	-0.9%	-1.7%	-3.8%	0.1%	7.1%	8.1%	-0.3%	28.4%	41.2%	29.1%	47.3%	-5.3%	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	0.2%	1.0%	7.7%	9.8%	13.2%	6.5%	9.9%	33.7%	42.1%	42.3%	41.8%	-0.3%	May '26
Multistrategy- AQR	14.88	p	EOD	0.9%	1.4%	3.3%	7.7%	14.9%	16.4%	6.2%	52.4%	74.3%	74.5%	55.9%	-0.3%	Jun '26
Long Short- AQR	21.18	p	EOD	0.7%	3.1%	2.6%	3.7%	16.1%	34.4%	0.1%	107.5%	167.5%	158.4%	146.4%	-0.5%	Dec '25
Mkt Neutral- BlackRock	16.51	p	EOD	2.2%	5.4%	10.7%	16.2%	22.5%	18.3%	13.2%	82.1%	84.6%	91.4%	92.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.95	p	EOD	0.1%	0.5%	1.6%	2.9%	7.0%	7.2%	2.4%	21.6%	45.4%	37.0%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	73.95		-1.2%	-0.6%	0.1%	4.2%	4.1%	13.3%	9.1%	4.3%	47.8%	61.4%	49.7%	65.6%	-1.2%	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)	368.53	-1.0%	-3.1%	-5.1%	22.6%	14.9%	119.8%	66.0%	17.8%	194.9%	210.5%	156.3%	280.9%	-8.5%	May '26
Meta (Communications)	593.00	-5.5%	-6.2%	-2.0%	-10.2%	-11.8%	-13.1%	13.1%	-10.1%	120.2%	80.9%	76.5%	368.7%	-24.8%	Aug '25
Amazon (Cyclical)	246.03	-3.1%	-9.1%	-10.1%	12.4%	7.2%	18.3%	5.2%	6.6%	96.4%	53.5%	44.4%	117.9%	-10.5%	May '26
Tesla (Cyclical)	391.00	-6.6%	-10.3%	0.4%	-3.6%	-14.1%	37.3%	11.4%	-13.1%	79.7%	95.8%	-2.2%	80.0%	-20.2%	Dec '25
Procter & Gamble (Defensive)	146.54	4.1%	2.1%	1.1%	-4.1%	3.7%	-7.4%	-12.3%	3.8%	8.5%	22.4%	0.9%	29.8%	-15.1%	Dec '24
PepsiCo (Defensive)	141.92	-0.2%	-1.6%	-8.5%	-10.9%	-1.3%	12.6%	-1.8%	-0.2%	-15.3%	11.3%	-6.2%	-6.1%	-19.9%	May '23
Coca-Cola (Defensive)	79.48	3.5%	0.6%	1.3%	3.9%	14.3%	15.3%	15.6%	14.5%	43.1%	64.0%	52.1%	60.0%	-3.0%	May '26
Exxon Mobil (Energy)	149.92	-1.4%	3.2%	-2.5%	0.1%	30.4%	51.9%	16.0%	26.3%	57.4%	193.2%	175.6%	72.5%	-12.0%	Mar '26
Chevron (Energy)	187.31	-0.6%	2.7%	-2.8%	-1.4%	26.1%	41.3%	10.1%	24.1%	35.4%	110.1%	86.4%	37.2%	-11.3%	Mar '26
JPMorgan Chase (Financial)	312.37	0.5%	4.4%	1.0%	7.0%	0.1%	21.6%	37.3%	-2.1%	140.5%	113.0%	116.6%	227.7%	-6.2%	Jan '26
Visa (Financial)	323.57	1.1%	-0.9%	0.7%	1.4%	-1.9%	-11.1%	11.8%	-7.4%	46.0%	46.0%	51.2%	86.9%	-12.6%	Jun '25
Mastercard (Financial)	491.08	1.9%	-0.6%	-1.2%	-6.2%	-9.7%	-15.6%	9.0%	-13.7%	34.9%	38.1%	36.0%	76.9%	-17.6%	Aug '25
Bank of America (Financial)	53.83	-0.6%	4.3%	1.3%	8.7%	0.3%	24.0%	28.0%	-1.6%	102.3%	39.9%	29.8%	97.3%	-5.4%	Jan '26
UnitedHealth (Health)	399.47	0.8%	5.0%	9.8%	39.4%	22.5%	38.8%	-33.1%	22.0%	-14.9%	7.3%	-14.3%	-14.7%	-33.8%	Nov '24
Johnson & Johnson (Health)	232.77	2.0%	3.3%	3.2%	-2.9%	15.9%	54.4%	47.5%	13.1%	59.6%	60.5%	53.4%	58.6%	-6.4%	Mar '26
Eli Lilly (Health)	1131.42	0.5%	2.4%	14.6%	15.3%	12.4%	48.8%	40.2%	5.6%	160.2%	487.1%	333.7%	259.2%	NewNew Peak	Jun '26
Union Pacific (Industrials)	272.32	3.2%	3.7%	3.1%	4.7%	16.3%	25.6%	3.9%	18.3%	45.8%	34.1%	21.2%	53.8%	-2.0%	May '26
Honeywell (Industrials)	213.97	-1.7%	-10.0%	2.9%	-9.7%	13.0%	2.3%	-6.4%	10.8%	22.8%	9.5%	20.8%	42.3%	-13.3%	Mar '26
Nvidia (IT)	205.10	-6.2%	-2.9%	4.4%	11.9%	12.4%	46.5%	38.9%	10.0%	424.1%	1069.7%	582.3%	1685.8%	-13.0%	May '26
Broadcom (IT)	385.73	-7.9%	-13.7%	-9.7%	16.2%	-0.8%	49.6%	50.6%	11.7%	400.3%	797.6%	529.1%	846.8%	-19.9%	Jun '26
Adobe (IT)	251.44	-2.7%	-3.0%	-1.6%	-10.8%	-27.4%	-39.4%	-21.3%	-28.2%	-42.1%	-50.2%	-55.4%	-12.1%	-60.4%	Feb '24
Oracle (IT)	213.68	-9.6%	-5.4%	15.3%	38.5%	-1.2%	26.1%	18.1%	10.3%	107.0%	175.8%	158.2%	249.8%	-34.4%	Sep '25
salesforce.com (IT)	185.66	-1.6%	-2.8%	-0.7%	-7.6%	-28.5%	-30.0%	-20.2%	-29.7%	-10.2%	-20.7%	-26.3%	32.4%	-49.0%	Dec '24
Linde PLC (Materials)	507.90	0.09%	2.1%	1.5%	4.0%	27.5%	9.1%	3.2%	19.5%	45.0%	80.7%	58.9%	95.8%	-1.9%	May '26
Sherwin-Williams (Materials)	305.30	1.7%	0.5%	-2.3%	-9.0%	-8.1%	-14.1%	-3.8%	-5.6%	30.4%	12.5%	-6.4%	56.4%	-22.8%	Nov '24
American Tower (Real Estate)	194.12	0.11%	3.8%	9.0%	4.5%	10.7%	-6.9%	-0.9%	11.7%	14.2%	-14.9%	-22.3%	18.9%	-15.1%	Sep '24
Prologis Inc. (Real Estate)	144.54	0.5%	0.7%	3.0%	5.7%	14.7%	38.7%	25.1%	14.1%	27.6%	36.1%	-0.4%	60.6%	-1.6%	May '26
NextEra Energy (Utilities)	85.84	0.2%	-1.3%	-10.8%	-5.8%	4.0%	22.6%	15.5%	7.7%	26.5%	34.3%	5.1%	30.3%	-12.3%	Apr '26
Duke Energy (Utilities)	124.22	2.0%	1.2%	-1.8%	-4.8%	8.4%	11.1%	12.7%	7.8%	54.6%	48.5%	42.9%	67.2%	-6.1%	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	16.10	p	EOD	-0.1%	1.1%	1.7%	3.2%	9.1%	9.4%	2.9%	24.0%	12.5%	11.4%	33.5%	-0.2%	Jun '26
Moderate-60% Stock	68.28		-2.0%	-1.9%	0.5%	4.0%	5.9%	17.1%	16.4%	5.5%	46.7%	37.4%	32.6%	68.3%	-2.2%	Jun '26
Mod Agg-80% Stock	56.02	p	EOD	0.2%	3.5%	8.3%	10.9%	24.9%	19.6%	10.4%	63.6%	53.5%	46.7%	92.7%	-0.4%	Jun '26
Aggressive-90% Stock	34.41	p	EOD	0.5%	3.8%	11.3%	14.6%	30.1%	20.9%	13.7%	68.7%	58.6%	49.5%	99.6%	-0.4%	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	61602.40	-3.4%	-16.0%	-23.9%	-13.0%	-31.1%	-39.4%	-6.3%	-29.6%	139.1%	67.0%	32.6%	221.6%	-50.6%	Oct '25
Ethereum	1598.40	-9.7%	-20.6%	-32.3%	-22.8%	-47.2%	-33.8%	-11.0%	-46.1%	-11.8%	-40.5%	-57.5%	23.4%	-66.9%	Aug '25
BNB	577.15	-4.4%	-10.1%	-8.4%	-10.9%	-34.7%	-9.0%	23.1%	-33.1%	108.4%	47.5%	12.7%	113.0%	-55.9%	Oct '25
Solana	64.44	-6.2%	-21.3%	-25.3%	-27.3%	-51.7%	-55.4%	-34.2%	-48.2%	221.0%	72.2%	-62.2%	106.8%	-75.4%	Jan '25
Bitcoin ETF	34.14	-5.2%	-18.0%	-26.2%	-15.5%	-32.6%	-41.0%	-6.4%	-31.2%	-	-	-	-	-52.1%	Oct '25
Grayscale Bitcoin (hi fee)	46.80	-5.1%	-17.9%	-26.3%	-15.7%	-33.0%	-41.7%	-7.6%	-31.5%	278.7%	67.7%	51.2%	362.2%	-52.5%	Oct '25
Bloomberg Commodities	23.90	-2.4%	-2.2%	-5.9%	5.5%	19.9%	33.3%	14.9%	22.4%	50.3%	62.8%	55.4%	34.7%	-7.8%	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	5.00	0.4%	0.1%	0.3%	5.2%	4.3%	2.4%	1.1%	3.3%	28.5%	123.3%	148.0%	28.7%	-3.5%	May '26
10yr Treasury rate	4.54	1.3%	1.9%	2.7%	9.4%	9.6%	3.2%	-9.0%	9.0%	22.8%	190.8%	178.6%	16.2%	-9.1%	Oct '23
5yr Treasury rate	4.28	2.2%	3.2%	5.1%	14.3%	15.2%	7.3%	-15.0%	15.0%	11.7%	445.9%	213.6%	4.1%	-13.7%	Oct '23
13-week T-bill	3.63	0.1%	1.0%	0.7%	1.0%	0.6%	-14.3%	-15.7%	2.2%	-29.5%	24066.7%	6739.6%	2.6%	-32.2%	Oct '23
Crude Oil	90.25	-3.0%	3.3%	-11.8%	11.4%	50.2%	42.4%	-19.9%	57.2%	25.1%	29.6%	18.6%	3.4%	-20.1%	Apr '26
Gold	4353.90	-2.7%	-4.5%	-4.4%	-14.0%	3.3%	29.9%	64.5%	0.7%	122.4%	130.4%	142.0%	160.7%	-18.1%	Jan '26
USD/EUR	0.87	0.7%	1.1%	1.6%	0.9%	1.0%	-0.6%	-11.4%	1.9%	-7.1%	-	-1.3%	-15.8%	-11.1%	Jan '25
USD/JPY	160.29	0.2%	0.7%	1.7%	2.1%	3.3%	11.7%	-0.4%	2.5%	15.0%	-	39.2%	9.2%	-0.8%	Jul '24
S&P 500 Volatility Index	21.51	39.7%	40.4%	23.8%	-9.4%	39.6%	16.4%	-13.8%	43.9%	46.0%	31.0%	29.6%	-35.9%	-58.9%	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	50.59		-0.2%	-0.1%	0.2%	0.3%	1.5%	4.5%	6.1%	1.1%	19.3%	18.6%	18.5%	23.8%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.37		-0.2%	-0.2%	0.2%	-0.2%	1.2%	5.6%	4.3%	0.9%	11.6%	6.0%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.78		-0.5%	-0.7%	-0.8%	-1.5%	0.2%	6.0%	8.8%	-0.3%	13.8%	2.9%	3.3%	20.1%	-2.4%	Feb '26
Interm Bond- Vanguard	76.05		-0.5%	-1.0%	-0.8%	-1.8%	-0.8%	3.7%	8.5%	-1.0%	12.6%	0.5%	1.1%	18.8%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.0%	0.7%	2.7%	2.9%	8.3%	8.2%	2.4%	32.8%	35.5%	31.4%	38.1%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	47.89		-0.4%	-0.9%	0.0%	-0.6%	0.3%	4.2%	8.2%	0.1%	17.9%	14.2%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	74.52		-0.8%	-1.2%	-0.1%	-1.3%	-0.6%	5.8%	7.2%	0.0%	12.9%	-9.5%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	0.4%	0.1%	1.2%	5.7%	3.3%	0.9%	10.6%	1.9%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.28		-0.2%	-0.1%	0.3%	-0.4%	1.0%	6.4%	3.4%	0.7%	9.6%	3.1%	2.7%	14.6%	-1.2%	Feb '26

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S&P 500

BelowPeak Jun '26

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BelowPeak Jun '26

Russell 2000 (Small Cap)

BelowPeak May '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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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