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S&P 500

Return

91.5%

[

20.5%

annualized]

Dec 30 2022 - Jun 26 2026

DJIA (Large Value)

Return

56.5%

[

13.7%

annualized]

Dec 30 2022 - Jun 26 2026

Russell 2000 (Small Cap)

Return

70.9%

[

16.6%

annualized]

Dec 30 2022 - Jun 26 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 26 11:20 PM EDT, next update at 11:30 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	7354.02	-0.05%	-2.0%	-2.2%	15.5%	6.1%	19.1%	16.4%	7.4%	68.0%	71.8%	53.3%	105.6%	-3.4%	Jun '26
DJIA (Large Value)	51876.11	-0.09%	0.6%	2.4%	14.9%	6.5%	18.4%	13.0%	7.9%	52.9%	50.7%	41.8%	77.6%	-0.2%	Jun '26
Russell 2000 (Small Cap)	3010.08	0.07%	1.0%	3.1%	22.9%	18.8%	38.6%	11.3%	21.3%	62.7%	28.9%	32.5%	78.3%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25297.62	-0.2%	-4.6%	-5.2%	20.8%	7.2%	24.8%	20.4%	8.8%	86.6%	76.2%	59.8%	142.8%	-6.6%	Jun '26
Aggregate Bond	99.34	0.09%	0.4%	0.5%	1.5%	0.6%	4.2%	7.2%	0.8%	12.8%	0.9%	1.3%	18.3%	-1.1%	Feb '26
Corp Bond	109.50	0%	0.4%	0.5%	2.6%	0.5%	4.7%	7.9%	0.9%	15.7%	-0.9%	-0.4%	26.3%	-0.9%	Feb '26
High Yield Bond	79.83	-0.06%	-0.2%	-0.4%	2.4%	1.0%	4.8%	8.6%	1.0%	27.4%	19.0%	17.6%	37.7%	-0.6%	May '26
Preferred	30.36	-0.3%	-2.8%	-3.3%	1.6%	-0.7%	4.3%	4.9%	-0.4%	18.5%	3.4%	0.8%	23.8%	-4.3%	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	51.60	-0.5%	-0.4%	0.8%	5.5%	12.4%	19.1%	9.9%	14.3%	33.4%	38.2%	25.7%	61.4%	-3.3%	Feb '26
Consumer Discretionary/Cyclical	114.37	0.9%	-2.4%	-5.9%	8.2%	-6.1%	5.2%	7.4%	-4.0%	40.2%	33.7%	12.7%	69.6%	-8.0%	Jan '26
Financial Services	53.57	0.2%	0.0%	4.2%	12.0%	-3.2%	4.4%	14.9%	-1.7%	69.9%	57.6%	45.9%	87.7%	-4.5%	Jan '26
Real Estate	98.67	1.5%	3.3%	1.8%	13.4%	12.2%	14.8%	3.3%	12.7%	34.2%	15.1%	1.4%	48.7%	NewNew Peak	Jun '26
Communication Services	106.18	0.6%	-3.0%	-8.7%	-0.8%	-9.7%	-0.4%	23.1%	-9.5%	69.8%	38.2%	42.0%	131.5%	-11.3%	Jan '26
Energy	53.84	-0.5%	0.1%	-5.5%	-13.9%	22.6%	29.2%	7.9%	21.2%	49.0%	131.5%	118.3%	51.2%	-13.9%	Mar '26
Industrials	181.20	-1.6%	0.2%	4.0%	13.8%	15.6%	24.7%	19.3%	17.1%	79.0%	90.4%	84.4%	125.5%	-1.6%	Jun '26
Technology	181.11	-1.9%	-5.4%	-1.8%	39.4%	23.8%	45.0%	24.6%	26.0%	116.1%	158.6%	113.2%	218.9%	-8.6%	Jun '26
Consumer Staples/Defensive	84.71	0.9%	1.7%	0.2%	3.6%	8.9%	7.3%	1.5%	9.7%	23.1%	37.7%	22.8%	37.5%	-5.4%	Feb '26
Healthcare	160.34	3.0%	7.3%	7.8%	11.9%	3.2%	21.3%	14.5%	4.0%	28.2%	37.7%	23.2%	39.4%	NewNew Peak	Jun '26
Utilities	46.20	0.8%	3.2%	2.3%	1.3%	8.7%	16.0%	16.0%	9.0%	52.9%	66.7%	48.2%	67.2%	-2.5%	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	154.28	-0.3%	-2.2%	-2.1%	14.7%	8.0%	21.6%	22.4%	9.0%	70.0%	64.7%	55.7%	111.5%	-3.6%	Jun '26
MSCI Emerging Markets	67.19	-1.1%	-5.1%	-1.8%	21.7%	22.6%	41.7%	34.0%	22.8%	80.9%	35.6%	50.6%	112.2%	-5.6%	Jun '26
FTSE Europe	87.13	-0.8%	-1.3%	-2.5%	9.7%	4.2%	14.6%	35.8%	4.7%	55.3%	48.5%	44.9%	112.4%	-3.3%	Feb '26
MSCI Japan	92.80	-0.6%	-3.6%	0.6%	14.0%	14.6%	27.9%	25.9%	14.9%	64.8%	52.1%	53.2%	108.6%	-4.3%	Jun '26
MSCI India	49.56	0.3%	0.0%	2.1%	8.2%	-7.9%	-11.3%	2.7%	-8.3%	16.0%	19.8%	7.4%	23.4%	-15.7%	Sep '24
MSCI China	50.48	-0.6%	-4.3%	-9.0%	-7.9%	-17.6%	-7.4%	31.0%	-16.0%	19.4%	-32.1%	-10.8%	36.5%	-23.7%	Oct '25
International Bond	48.51	0.04%	0.3%	0.6%	2.3%	1.1%	2.3%	2.9%	1.3%	13.1%	2.5%	2.7%	18.9%	-0.7%	Feb '26
iShares Latin America	33.81	0.7%	-0.3%	-4.2%	-0.2%	10.0%	34.4%	52.7%	11.0%	43.4%	50.6%	92.3%	72.5%	-11.3%	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	670.26	-0.8%	-2.6%	-2.9%	15.0%	5.9%	19.6%	17.8%	7.2%	73.4%	82.9%	62.2%	114.9%	-4.0%	Jun '26
US Large Growth	119.04	0.8%	-3.4%	-5.3%	15.3%	-0.8%	13.9%	19.8%	0.7%	85.9%	98.4%	71.4%	147.4%	-7.6%	Jun '26
US Large Value	242.76	-0.7%	0.2%	2.0%	15.6%	14.7%	27.2%	15.7%	15.9%	64.7%	67.3%	56.7%	90.1%	-0.7%	Jun '26

US MidCap Blend	79.99	-0.8%	-0.1%	2.1%	13.1%	9.1%	20.3%	17.0%	10.7%	73.9%	77.8%	63.1%	111.0%	-1.0%	Jun '26
US MidCap Growth	298.57	-1.3%	-2.5%	1.9%	18.3%	5.2%	6.5%	10.7%	7.2%	50.7%	30.9%	22.5%	80.8%	-2.6%	Jun '26
US MidCap Value	199.09	-0.4%	1.6%	2.2%	9.4%	11.6%	23.6%	12.1%	12.9%	55.3%	56.3%	45.8%	76.3%	-0.4%	Jun '26

US Small Blend	299.49	-0.04%	1.0%	2.4%	16.9%	14.4%	27.9%	8.9%	16.5%	59.9%	41.5%	40.4%	82.2%	NewNew Peak	Jun '26
US Small Growth	388.31	-0.9%	-0.2%	2.2%	26.3%	17.3%	36.7%	12.9%	20.3%	67.2%	28.3%	34.8%	91.4%	-1.4%	Jun '26
US Small Value	221.43	0.6%	2.1%	3.1%	18.7%	20.3%	42.3%	12.4%	22.5%	68.5%	43.7%	43.1%	80.2%	NewNew Peak	Jun '26

Foreign Large Blend	102.54	-0.6%	-1.8%	-2.1%	9.3%	6.2%	16.9%	31.6%	6.8%	54.8%	47.9%	46.5%	103.6%	-3.0%	Feb '26
Foreign Growth	121.75	-1.1%	-2.7%	-0.8%	13.1%	6.0%	10.7%	20.7%	6.9%	35.6%	21.4%	18.2%	79.0%	-2.9%	Jun '26
Foreign Value	76.09	-0.12%	-0.7%	-3.8%	5.9%	6.2%	22.6%	42.2%	6.6%	74.9%	76.3%	78.5%	128.9%	-4.8%	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	22.83		-0.1%	-0.3%	-0.8%	1.0%	-0.4%	0.9%	3.6%	-0.2%	19.4%	27.3%	25.1%	30.8%	-1.2%	May '26
Ultra Short- Janus AAA CLO	50.67		0.02%	0.1%	-0.1%	1.1%	1.8%	4.5%	5.2%	1.7%	20.5%	26.0%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.30		-0.05%	-0.8%	-1.0%	0.4%	-1.3%	2.6%	6.9%	-1.3%	21.5%	26.8%	25.3%	31.6%	-1.7%	May '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.4%	1.7%	2.7%	7.1%	8.9%	2.6%	34.4%	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	57.59		-0.9%	-3.0%	-2.1%	15.5%	6.9%	19.4%	17.7%	8.2%	79.2%	107.7%	101.7%	122.8%	-3.1%	Jun '26
Int’l Min Volatility- Franklin	40.63		-0.05%	0.2%	-1.9%	2.7%	10.9%	29.0%	27.1%	10.8%	77.6%	107.1%	97.6%	112.1%	-2.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.83	p	EOD	0.6%	0.2%	21.5%	16.4%	24.7%	3.0%	18.8%	88.6%	123.0%	121.8%	128.0%	-0.7%	Jun '26
Small Value- Avantis	124.94		0.6%	2.4%	3.2%	14.4%	20.8%	38.5%	7.4%	22.8%	71.6%	75.5%	66.2%	90.8%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	63.02		1.3%	2.0%	-1.7%	2.1%	4.1%	16.6%	9.0%	5.1%	41.8%	61.7%	45.2%	57.1%	-3.8%	Jun '26
Growth- S&P Momentum	154.20		-3.4%	-3.6%	3.1%	39.8%	27.4%	38.8%	26.6%	29.6%	186.6%	179.8%	151.7%	209.4%	-4.6%	Jun '26
Invesco S&P Quality	86.85		-1.9%	-2.8%	1.6%	17.2%	14.2%	23.9%	13.2%	16.2%	81.3%	91.7%	72.8%	127.8%	-3.0%	Jun '26
Rotation Factor- BlackRock	66.18		-0.8%	-2.3%	-1.3%	16.5%	7.7%	22.9%	20.0%	9.1%	93.3%	100.6%	84.5%	149.9%	-2.7%	Jun '26
US Min Volatility- Fidelity	67.90		0.9%	-0.5%	-3.2%	7.0%	1.1%	10.2%	11.8%	2.2%	42.9%	54.6%	39.0%	69.5%	-3.6%	May '26
Derivative Income- JPMorgan	56.16		0.2%	0.1%	-0.2%	2.7%	0.2%	6.7%	8.1%	0.8%	28.5%	41.3%	30.6%	49.0%	-4.2%	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	17.17	p	EOD	-1.0%	-0.8%	4.3%	8.4%	11.3%	6.5%	8.6%	30.3%	41.4%	40.6%	40.1%	-1.5%	May '26
Multistrategy- AQR	14.59	p	EOD	-0.9%	-0.5%	1.5%	4.0%	12.2%	16.4%	4.1%	45.1%	75.0%	71.1%	52.9%	-2.2%	Jun '26
Long Short- AQR	20.43	p	EOD	-2.8%	-1.5%	0.3%	-3.9%	10.7%	34.4%	-3.4%	92.9%	176.3%	149.3%	137.7%	-4.0%	Dec '25
Mkt Neutral- BlackRock	16.14	p	EOD	-2.0%	0.9%	6.4%	10.5%	20.9%	18.3%	10.7%	75.0%	80.6%	87.1%	87.8%	-2.2%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.0%	0.3%	1.3%	2.6%	6.6%	7.2%	2.5%	21.2%	44.6%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.07		-0.6%	-1.9%	-1.9%	5.3%	1.9%	11.4%	9.1%	3.0%	45.0%	58.9%	48.0%	63.6%	-2.4%	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)	337.39	-1.8%	-8.3%	-13.2%	23.0%	7.7%	89.4%	66.0%	7.9%	187.5%	177.7%	134.6%	248.7%	-16.2%	May '26
Meta (Communications)	550.25	1.4%	-4.7%	-13.4%	4.7%	-17.0%	-24.8%	13.1%	-16.6%	93.2%	62.5%	63.8%	335.0%	-30.2%	Aug '25
Amazon (Cyclical)	232.69	2.5%	-4.8%	-14.4%	16.7%	0.1%	4.2%	5.2%	0.8%	80.1%	36.8%	36.6%	106.1%	-15.4%	May '26
Tesla (Cyclical)	379.71	1.2%	-5.2%	-13.8%	4.9%	-20.1%	17.3%	11.4%	-15.6%	51.8%	69.5%	-5.1%	74.8%	-22.5%	Dec '25
Procter & Gamble (Defensive)	149.02	0.4%	-0.9%	1.0%	5.2%	4.5%	-4.1%	-12.3%	5.5%	7.4%	25.4%	2.6%	32.0%	-13.6%	Dec '24
PepsiCo (Defensive)	141.39	1.3%	-0.4%	-4.3%	-7.6%	-0.8%	11.0%	-1.8%	-0.6%	-16.6%	12.0%	-6.5%	-6.4%	-20.2%	May '23
Coca-Cola (Defensive)	82.63	2.7%	4.1%	1.2%	9.1%	19.1%	20.0%	15.6%	19.0%	46.8%	75.2%	58.1%	66.3%	-1.1%	Jun '26
Exxon Mobil (Energy)	136.54	-0.7%	-0.9%	-7.7%	-19.6%	16.2%	28.8%	16.0%	15.0%	44.4%	153.8%	151.0%	57.1%	-19.8%	Mar '26
Chevron (Energy)	171.06	-0.7%	-1.5%	-6.2%	-19.0%	15.1%	22.8%	10.1%	13.3%	25.3%	93.9%	70.2%	25.3%	-19.0%	Mar '26
JPMorgan Chase (Financial)	329.05	-1.8%	1.2%	9.9%	16.9%	1.3%	16.8%	37.3%	3.1%	153.1%	142.4%	128.2%	245.3%	-1.8%	Jun '26
Visa (Financial)	336.23	1.7%	2.7%	2.6%	14.0%	-4.9%	-2.8%	11.8%	-3.7%	51.3%	47.1%	57.1%	94.2%	-9.2%	Jun '25
Mastercard (Financial)	499.02	2.1%	1.9%	0.8%	3.2%	-13.6%	-8.8%	9.0%	-12.3%	33.0%	35.3%	38.2%	79.8%	-16.3%	Aug '25
Bank of America (Financial)	57.88	-0.5%	3.0%	13.3%	23.2%	3.6%	24.9%	28.0%	5.8%	119.8%	56.4%	39.5%	112.1%	-0.5%	Jun '26
UnitedHealth (Health)	427.89	3.0%	6.7%	11.4%	65.2%	30.0%	41.3%	-33.1%	30.6%	-6.3%	14.7%	-8.2%	-8.6%	-29.1%	Nov '24
Johnson & Johnson (Health)	254.66	4.0%	11.5%	10.1%	5.9%	23.3%	70.3%	47.5%	23.7%	69.3%	77.5%	67.8%	73.5%	NewNew Peak	Jun '26
Eli Lilly (Health)	1208.12	7.1%	10.0%	11.6%	37.8%	12.5%	56.9%	40.2%	12.8%	165.7%	450.1%	363.1%	283.5%	NewNew Peak	Jun '26
Union Pacific (Industrials)	268.35	0.2%	4.5%	-3.5%	12.4%	15.6%	18.0%	3.9%	16.6%	40.7%	35.1%	19.5%	51.6%	-3.5%	May '26
Honeywell (Industrials)	232.21	0.4%	1.4%	0.3%	4.6%	18.9%	10.0%	-6.4%	20.3%	29.2%	24.9%	31.1%	54.4%	-5.9%	Mar '26
Nvidia (IT)	192.53	-1.6%	-8.6%	-9.4%	14.9%	1.1%	22.1%	38.9%	3.2%	360.1%	914.0%	540.5%	1576.4%	-18.3%	May '26
Broadcom (IT)	365.02	-3.7%	-11.1%	-13.5%	21.4%	3.9%	36.3%	50.6%	5.7%	345.3%	766.1%	495.3%	795.9%	-24.2%	Jun '26
Adobe (IT)	202.73	4.8%	3.9%	-14.9%	-13.7%	-42.7%	-47.5%	-21.3%	-42.1%	-58.6%	-65.0%	-64.1%	-29.2%	-68.1%	Feb '24
Oracle (IT)	148.53	-2.6%	-19.4%	-22.2%	6.7%	-24.5%	-28.6%	18.1%	-23.3%	30.6%	102.5%	79.5%	143.2%	-54.4%	Sep '25
salesforce.com (IT)	158.37	5.4%	4.3%	-10.8%	-11.5%	-40.3%	-41.7%	-20.2%	-40.1%	-23.0%	-33.6%	-37.1%	12.9%	-56.5%	Dec '24
Linde PLC (Materials)	519.62	-0.5%	1.5%	2.3%	5.8%	22.7%	13.2%	3.2%	22.3%	43.2%	94.4%	62.6%	100.3%	-0.8%	Jun '26
Sherwin-Williams (Materials)	344.07	1.5%	7.3%	11.0%	9.1%	6.0%	0.2%	-3.8%	6.4%	37.3%	31.0%	5.5%	76.3%	-13.0%	Nov '24
American Tower (Real Estate)	175.59	4.1%	-0.3%	-5.1%	4.6%	1.5%	-17.0%	-0.9%	1.0%	2.9%	-23.7%	-29.7%	7.6%	-23.2%	Sep '24
Prologis Inc. (Real Estate)	139.97	-0.4%	-0.4%	-4.5%	8.6%	9.6%	35.8%	25.1%	10.5%	26.5%	31.6%	-3.5%	55.5%	-5.2%	Jun '26
NextEra Energy (Utilities)	88.56	1.0%	2.1%	1.0%	-3.1%	10.9%	27.6%	15.5%	11.1%	30.0%	35.8%	8.4%	34.4%	-9.5%	Apr '26
Duke Energy (Utilities)	128.40	1.0%	3.7%	2.4%	-0.4%	11.5%	13.7%	12.7%	11.4%	59.2%	56.2%	47.7%	72.8%	-3.0%	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	16.13	p	EOD	-0.1%	0.4%	4.7%	2.9%	7.8%	9.4%	3.1%	23.5%	12.5%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	68.87		-0.2%	-1.3%	-0.6%	9.6%	5.7%	15.3%	16.4%	6.4%	46.4%	38.5%	33.7%	69.7%	-1.4%	Jun '26
Mod Agg-80% Stock	55.17	p	EOD	-1.5%	-0.8%	12.6%	7.9%	19.6%	19.6%	8.8%	58.7%	50.3%	44.4%	89.7%	-1.9%	Jun '26
Aggressive-90% Stock	34.06	p	EOD	-1.5%	-0.3%	16.4%	11.7%	24.7%	20.9%	12.5%	64.9%	55.4%	47.9%	97.6%	-1.5%	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	60150.43	0.3%	-4.4%	-19.1%	-9.3%	-31.1%	-43.8%	-6.3%	-31.3%	96.0%	90.1%	29.5%	214.0%	-51.8%	Oct '25
Ethereum	1579.41	0.2%	-7.6%	-21.9%	-20.7%	-46.0%	-34.8%	-11.0%	-46.8%	-16.4%	-12.9%	-58.0%	22.0%	-67.3%	Aug '25
BNB	566.01	-0.2%	-2.1%	-12.7%	-7.7%	-32.1%	-12.4%	23.1%	-34.4%	138.3%	101.0%	10.5%	108.9%	-56.8%	Oct '25
Solana	71.97	0.2%	3.4%	-12.6%	-13.3%	-41.1%	-49.4%	-34.2%	-42.2%	333.0%	150.8%	-57.7%	130.9%	-72.5%	Jan '25
Bitcoin ETF	33.85	1.0%	-5.0%	-20.3%	-9.5%	-31.8%	-44.3%	-6.4%	-31.8%	-	-	-	-	-52.5%	Oct '25
Grayscale Bitcoin (hi fee)	46.28	0.8%	-5.2%	-20.4%	-9.9%	-32.3%	-45.0%	-7.6%	-32.3%	163.1%	85.1%	49.5%	357.0%	-53.0%	Oct '25
Bloomberg Commodities	22.29	-0.7%	-2.8%	-8.4%	-7.5%	11.0%	24.1%	14.9%	14.1%	38.3%	55.3%	44.9%	25.7%	-14.0%	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	4.86	0.12%	-0.8%	-2.9%	-2.4%	0.9%	0.4%	1.1%	0.5%	26.7%	124.3%	141.3%	25.2%	-6.1%	May '26
10yr Treasury rate	4.37	-0.5%	-1.8%	-2.4%	-1.5%	5.7%	2.1%	-9.0%	5.0%	16.0%	184.6%	168.6%	12.0%	-12.3%	Oct '23
5yr Treasury rate	4.13	-0.8%	-2.2%	-1.1%	1.5%	11.7%	7.9%	-15.0%	11.0%	2.4%	344.1%	202.6%	0.4%	-16.8%	Oct '23
13-week T-bill	3.66	-0.5%	0.1%	2.2%	1.6%	3.4%	-12.7%	-15.7%	3.3%	-29.3%	8418.6%	6811.3%	3.7%	-31.5%	Oct '23
Crude Oil	70.24	-2.3%	-8.3%	-20.8%	-29.5%	23.8%	7.2%	-19.9%	22.3%	3.8%	-5.1%	-7.7%	-19.5%	-37.8%	Apr '26
Gold	4103.00	1.8%	-2.9%	-7.7%	-8.7%	-9.4%	25.3%	64.5%	-5.1%	114.4%	130.9%	128.0%	145.6%	-22.9%	Jan '26
USD/EUR	0.88	-0.2%	0.6%	2.0%	1.3%	3.5%	-	-11.4%	3.1%	-3.8%	-	-0.1%	-14.8%	-10.1%	Jan '25
USD/JPY	161.73	-0.05%	0.3%	1.4%	1.3%	3.6%	-	-0.4%	3.4%	12.4%	-	40.5%	10.2%	NewNew Peak	Jun '26
S&P 500 Volatility Index	18.41	-2.5%	12.3%	13.0%	-40.7%	35.4%	12.8%	-13.8%	23.1%	34.0%	17.9%	10.9%	-45.2%	-64.8%	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	50.63		0.08%	0.2%	0.1%	1.0%	1.2%	4.0%	6.1%	1.2%	19.4%	18.6%	18.6%	23.9%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.62		0.06%	0.3%	0.6%	2.1%	1.6%	5.5%	4.3%	1.4%	11.4%	6.5%	5.8%	17.5%	-0.4%	Feb '26
Interm Bond- Janus MSB	45.36		0.07%	0.6%	0.6%	1.9%	0.8%	5.8%	8.8%	1.0%	14.8%	4.4%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	76.99		0.2%	0.6%	0.5%	1.3%	0.0%	3.7%	8.5%	0.2%	14.2%	1.6%	2.4%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.0%	0.0%	2.7%	2.6%	7.0%	8.2%	2.3%	31.1%	35.1%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.38		-0.02%	0.3%	0.5%	3.1%	1.0%	4.2%	8.2%	1.1%	19.0%	15.0%	15.0%	29.2%	-0.8%	Feb '26
Long Bond- Vanguard	75.69		-0.1%	0.4%	0.9%	4.0%	0.9%	5.8%	7.2%	1.6%	13.2%	-10.0%	-10.2%	26.8%	-1.4%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.1%	0.7%	2.4%	1.5%	5.6%	3.3%	1.1%	10.2%	1.9%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.60		0.07%	0.2%	0.8%	2.3%	1.4%	6.4%	3.4%	1.2%	9.6%	3.8%	3.2%	15.2%	-0.7%	Feb '26

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