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S&P 500

New Peak

Return

86.6%

[

20.7%

annualized]

Dec 30 2022 - Apr 24 2026

DJIA (Large Value)

-1.9%

BelowPeak Feb '26

Return

48.5%

[

12.7%

annualized]

Dec 30 2022 - Apr 24 2026

Russell 2000 (Small Cap)

-0.2%

BelowPeak Apr '26

Return

58.2%

[

14.8%

annualized]

Dec 30 2022 - Apr 24 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 24 11:50 PM EDT, next update on next market open

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	7165.08	0.8%	0.5%	8.7%	3.6%	5.5%	29.7%	16.4%	4.7%	76.0%	71.4%	49.4%	100.3%	New Peak	Apr '26
DJIA (Large Value)	49230.71	-0.2%	-0.4%	6.0%	0.3%	4.3%	22.7%	13.0%	2.4%	46.8%	44.6%	34.6%	68.5%	-1.9%	Feb '26
Russell 2000 (Small Cap)	2787.00	0.4%	0.4%	9.9%	4.4%	10.9%	42.4%	11.3%	12.3%	59.6%	22.7%	22.6%	65.1%	-0.2%	Apr '26
NASDAQ Comp (Tech/Growth)	24836.60	1.6%	1.5%	13.3%	5.7%	7.0%	42.9%	20.4%	6.9%	110.5%	77.2%	56.9%	138.4%	New Peak	Apr '26
Aggregate Bond	99.59	0.1%	-0.3%	0.8%	0.5%	0.4%	5.1%	7.2%	0.7%	11.0%	1.2%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.60	0.07%	-0.4%	1.2%	0.0%	-0.6%	6.2%	7.9%	0.6%	13.7%	0.6%	-0.7%	25.9%	-1.2%	Feb '26
High Yield Bond	80.48	0.1%	-0.2%	1.8%	0.7%	2.2%	8.3%	8.6%	1.3%	27.9%	20.9%	17.9%	38.1%	-0.2%	Apr '26
Preferred	31.52	0.10%	0.2%	3.5%	-0.1%	2.1%	10.4%	4.9%	3.0%	22.1%	8.4%	4.2%	27.9%	-0.4%	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	51.92	0.2%	0.1%	5.1%	4.4%	17.8%	28.1%	9.9%	15.0%	38.5%	38.3%	26.5%	62.4%	-2.7%	Feb '26
Consumer Discretionary/Cyclical	118.69	0.8%	-1.4%	7.2%	-3.4%	0.3%	21.1%	7.4%	-0.4%	68.4%	39.0%	17.0%	76.0%	-4.5%	Jan '26
Financial Services	51.42	-0.7%	-1.9%	4.2%	-2.6%	-2.3%	8.7%	14.9%	-5.6%	65.7%	58.5%	40.0%	80.1%	-8.4%	Jan '26
Real Estate	95.30	-0.2%	-1.4%	8.5%	6.4%	5.2%	13.9%	3.3%	8.8%	32.4%	17.9%	-2.1%	43.7%	-1.8%	Apr '26
Communication Services	115.54	-1.6%	-3.0%	3.7%	-0.9%	0.6%	24.0%	23.1%	-1.5%	110.4%	59.0%	54.5%	151.9%	-3.5%	Jan '26
Energy	56.87	-0.2%	3.4%	-6.1%	16.4%	31.1%	42.5%	7.9%	28.0%	48.1%	187.5%	130.6%	59.7%	-9.1%	Mar '26
Industrials	172.47	-0.9%	-0.6%	4.5%	5.3%	12.0%	35.5%	19.3%	11.5%	82.2%	83.2%	75.5%	114.6%	-3.3%	Mar '26
Technology	160.22	2.8%	3.8%	17.2%	10.6%	9.4%	54.6%	24.6%	11.4%	127.2%	133.3%	88.6%	182.1%	New Peak	Apr '26
Consumer Staples/Defensive	83.23	-0.3%	0.9%	2.1%	1.0%	6.7%	5.8%	1.5%	7.7%	17.6%	36.4%	20.7%	35.1%	-7.0%	Feb '26
Healthcare	144.18	-1.4%	-3.1%	-1.4%	-8.1%	-0.4%	6.3%	14.5%	-6.5%	13.4%	26.3%	10.8%	25.3%	-9.6%	Feb '26
Utilities	46.18	0.2%	0.0%	2.1%	9.3%	2.5%	21.4%	16.0%	8.9%	44.8%	61.4%	48.1%	67.1%	-2.6%	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	150.49	0.8%	-0.3%	8.0%	3.7%	7.8%	31.7%	22.4%	6.4%	75.0%	65.1%	51.9%	106.3%	-0.3%	Apr '26
MSCI Emerging Markets	63.74	2.2%	0.2%	11.0%	7.9%	17.3%	50.2%	34.0%	16.5%	79.8%	31.2%	42.9%	101.3%	New Peak	Apr '26
FTSE Europe	87.05	0.7%	-2.3%	6.5%	0.6%	8.6%	24.1%	35.8%	4.6%	53.6%	54.0%	44.8%	112.2%	-3.4%	Feb '26
MSCI Japan	87.32	0.3%	-3.2%	3.0%	3.3%	9.9%	29.1%	25.9%	8.1%	63.0%	42.7%	44.1%	96.3%	-7.1%	Feb '26
MSCI India	49.58	0.3%	-3.3%	4.6%	-3.2%	-9.0%	-6.2%	2.7%	-8.3%	25.1%	33.2%	7.4%	23.4%	-15.6%	Sep '24
MSCI China	57.81	0.9%	-2.5%	2.0%	-7.9%	-9.3%	13.8%	31.0%	-3.8%	35.7%	-22.8%	2.1%	56.3%	-12.6%	Oct '25
International Bond	48.17	0.2%	-0.3%	0.4%	0.1%	-0.2%	1.8%	2.9%	0.4%	12.5%	1.3%	1.8%	17.8%	-1.7%	Feb '26
iShares Latin America	36.82	0.03%	-2.7%	5.8%	5.2%	31.8%	55.0%	52.7%	20.9%	80.1%	82.9%	109.4%	87.9%	-3.4%	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	656.42	0.8%	0.6%	8.7%	3.9%	6.1%	31.2%	17.8%	5.0%	83.2%	84.0%	58.8%	110.4%	New Peak	Apr '26
US Large Growth	479.14	1.3%	0.6%	10.9%	2.4%	0.6%	31.8%	18.3%	1.3%	103.4%	89.3%	59.8%	134.7%	-2.4%	Oct '25
US Large Value	227.65	0.07%	0.2%	5.9%	4.6%	11.3%	28.4%	15.7%	8.6%	58.3%	59.9%	46.9%	78.3%	New Peak	Apr '26

US MidCap Blend	76.73	-0.09%	-0.1%	-73.5%	-74.2%	-73.8%	-69.3%	11.6%	-73.5%	-61.0%	-64.4%	-67.6%	-56.8%	-74.9%	Feb '26
US MidCap Growth	283.23	0.2%	-0.2%	7.7%	0.5%	-3.8%	15.8%	10.7%	1.7%	53.8%	28.2%	16.2%	71.5%	-4.6%	Oct '25
US MidCap Value	192.62	-0.4%	0.0%	4.5%	4.9%	11.3%	27.3%	12.1%	9.2%	55.0%	54.4%	41.1%	70.6%	-0.4%	Feb '26

US Small Blend	283.40	0.05%	-0.4%	6.9%	3.6%	10.3%	33.8%	8.9%	10.3%	60.7%	36.9%	32.9%	72.4%	-1.0%	Apr '26
US Small Growth	358.20	0.6%	0.5%	11.5%	3.3%	8.3%	42.6%	12.9%	10.9%	64.7%	19.9%	24.4%	76.6%	-0.1%	Apr '26
US Small Value	206.96	0.2%	0.2%	8.2%	6.1%	15.0%	45.6%	12.4%	14.5%	66.3%	40.3%	33.7%	68.4%	-0.3%	Apr '26

Foreign Large Blend	101.77	0.5%	-2.4%	5.3%	1.8%	9.0%	25.3%	31.6%	6.0%	54.1%	50.5%	45.4%	102.1%	-3.7%	Feb '26
Foreign Growth	119.26	0.8%	-2.5%	6.4%	-0.2%	3.7%	18.4%	20.7%	4.7%	32.8%	21.8%	15.7%	75.4%	-3.3%	Feb '26
Foreign Value	76.69	0.4%	-2.4%	4.4%	3.9%	14.5%	32.4%	42.2%	7.4%	77.5%	82.5%	79.9%	130.7%	-4.1%	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	23.18	0.13%	0.6%	1.6%	-0.1%	1.4%	4.0%	3.6%	0.7%	23.8%	29.1%	26.1%	31.9%	-0.1%	Jan '26
Ultra Short- Janus AAA CLO	50.65	0.04%	0.0%	0.5%	0.8%	2.5%	5.6%	5.2%	1.3%	21.7%	25.7%	24.9%	27.2%	New Peak	Apr '26
Bank Loan- Invesco	20.52	0%	-0.7%	0.1%	-0.7%	1.0%	5.6%	6.9%	-0.7%	24.3%	28.1%	26.0%	32.3%	-1.0%	Jan '26
Interval CEF- Cliffwater	10.36	0%	0.1%	0.6%	1.2%	3.3%	8.1%	8.9%	1.6%	36.2%	59.3%	49.6%	42.9%	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	57.00	0.8%	1.0%	10.1%	4.9%	8.5%	34.5%	17.7%	7.1%	92.8%	112.8%	99.7%	120.5%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.61	0.05%	-0.7%	1.9%	7.9%	17.5%	34.6%	27.1%	10.7%	78.1%	113.7%	97.5%	112.0%	-1.9%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.16	0.4%	0.0%	10.9%	5.4%	12.2%	33.4%	3.0%	11.9%	95.5%	112.2%	108.9%	114.7%	-0.5%	Apr '26
Small Value- Avantis	118.96	0.06%	1.2%	7.4%	9.9%	19.8%	46.1%	7.4%	17.0%	74.9%	75.4%	58.3%	81.7%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	62.63	-0.3%	-0.7%	0.4%	1.2%	9.5%	24.2%	9.0%	4.4%	43.4%	63.7%	44.3%	56.1%	-3.3%	Feb '26
Growth- S&P Momentum	131.52	1.8%	2.5%	14.0%	11.8%	8.6%	41.1%	26.6%	10.5%	141.1%	145.5%	114.7%	163.9%	New Peak	Apr '26
Invesco S&P Quality	80.73	0.6%	0.3%	5.6%	5.5%	9.0%	25.3%	13.2%	8.0%	78.3%	86.5%	60.6%	111.7%	New Peak	Apr '26
Rotation Factor- BlackRock	63.92	0.7%	0.3%	8.4%	5.4%	7.2%	34.0%	20.0%	5.4%	105.2%	99.2%	78.2%	141.4%	New Peak	Apr '26
US Min Volatility- Fidelity	68.22	-0.5%	-0.6%	5.2%	1.5%	4.2%	17.9%	11.8%	2.6%	48.8%	58.2%	39.6%	70.3%	-0.6%	Apr '26
Derivative Income- JPMorgan	57.32	-0.5%	-0.8%	1.8%	0.1%	3.7%	13.4%	8.1%	2.1%	32.8%	48.3%	32.2%	50.9%	-3.0%	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	16.83	0.2%	1.0%	2.6%	6.4%	7.0%	13.2%	6.5%	6.5%	30.5%	39.6%	37.8%	37.4%	New Peak	Apr '26
Multistrategy- AQR	14.51	0%	0.4%	0.7%	2.6%	5.8%	15.2%	16.4%	3.6%	47.7%	74.5%	70.1%	52.0%	-0.7%	Apr '26
Long Short- AQR	20.36	-0.05%	0.0%	-1.0%	-1.4%	3.9%	18.4%	34.4%	-3.8%	100.8%	169.4%	148.4%	136.9%	-4.4%	Dec '25
Mkt Neutral- BlackRock	15.44	0.7%	0.7%	1.4%	5.8%	11.0%	18.5%	18.3%	5.9%	69.5%	75.3%	79.0%	79.6%	New Peak	Apr '26
Multi Strategy- Variant	26.17	0.08%	0.1%	0.6%	2.0%	3.0%	6.8%	7.2%	1.7%	22.0%	47.2%	36.1%	27.6%	New Peak	Apr '26
Long Short- First Trust	72.88	0.2%	0.6%	4.0%	2.1%	4.4%	16.6%	9.1%	2.8%	49.0%	63.1%	47.6%	63.2%	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)	344.40	1.6%	0.8%	18.4%	5.1%	32.7%	113.4%	66.0%	10.1%	234.4%	202.0%	139.5%	255.9%	New Peak	Apr '26
Meta (Communications)	675.03	2.4%	-2.0%	13.5%	2.6%	-8.4%	23.7%	13.1%	2.4%	227.8%	125.9%	101.0%	433.6%	-14.4%	Aug '25
Amazon (Cyclical)	263.99	3.5%	5.4%	24.7%	10.4%	17.7%	39.7%	5.2%	14.4%	157.4%	58.0%	54.9%	133.8%	New Peak	Apr '26
Tesla (Cyclical)	376.30	0.7%	-6.1%	-2.5%	-16.2%	-13.2%	32.1%	11.4%	-16.3%	134.2%	54.8%	-5.9%	73.2%	-23.2%	Dec '25
Procter & Gamble (Defensive)	148.18	1.7%	0.9%	3.0%	-1.3%	-2.1%	-6.0%	-12.3%	4.1%	1.7%	24.7%	1.3%	30.3%	-14.8%	Dec '24
PepsiCo (Defensive)	155.44	-0.2%	-1.4%	2.4%	8.5%	4.5%	21.2%	-1.8%	9.3%	-9.3%	24.5%	2.8%	2.9%	-12.3%	May '23
Coca-Cola (Defensive)	76.63	0.5%	1.2%	1.8%	5.9%	11.5%	9.7%	15.6%	10.4%	31.2%	63.3%	46.6%	54.2%	-5.4%	Feb '26
Exxon Mobil (Energy)	148.91	-1.1%	1.7%	-8.8%	11.1%	31.0%	41.9%	16.0%	24.6%	41.5%	224.5%	171.9%	70.2%	-13.2%	Mar '26
Chevron (Energy)	185.21	-1.3%	0.7%	-9.7%	12.2%	21.6%	39.5%	10.1%	22.7%	24.4%	124.6%	84.3%	35.6%	-12.3%	Mar '26
JPMorgan Chase (Financial)	308.28	-1.1%	-0.6%	4.9%	4.1%	3.6%	29.0%	37.3%	-3.4%	139.8%	132.9%	113.8%	223.5%	-7.4%	Jan '26
Visa (Financial)	309.42	0.2%	-2.4%	1.5%	-4.9%	-10.6%	-7.0%	11.8%	-11.6%	37.9%	39.6%	44.3%	78.3%	-16.6%	Jun '25
Mastercard (Financial)	504.17	0.4%	-3.3%	0.5%	-3.8%	-11.8%	-4.9%	9.0%	-11.4%	39.2%	34.1%	39.6%	81.7%	-15.4%	Aug '25
Bank of America (Financial)	52.05	-0.8%	-3.5%	6.8%	1.2%	0.1%	34.1%	28.0%	-4.8%	95.1%	50.0%	25.5%	90.8%	-8.6%	Jan '26
UnitedHealth (Health)	354.92	0.10%	9.3%	31.2%	0.4%	-0.7%	-12.8%	-33.1%	8.4%	-23.5%	-3.4%	-23.8%	-24.2%	-41.2%	Nov '24
Johnson & Johnson (Health)	227.50	-1.4%	-2.9%	-5.2%	3.9%	20.9%	51.3%	47.5%	10.5%	50.6%	58.3%	49.9%	55.0%	-8.5%	Mar '26
Eli Lilly (Health)	883.96	-3.7%	-4.6%	-3.5%	-16.8%	7.4%	0.7%	40.2%	-17.6%	134.8%	392.3%	238.2%	180.1%	-20.2%	Nov '25
Union Pacific (Industrials)	268.70	-0.9%	7.0%	11.3%	17.6%	25.4%	28.9%	3.9%	16.8%	47.8%	34.5%	19.6%	51.8%	-0.9%	Apr '26
Honeywell (Industrials)	213.17	-0.5%	-8.7%	-5.6%	-3.3%	5.8%	16.0%	-6.4%	9.8%	23.1%	11.6%	19.7%	41.0%	-14.1%	Mar '26
Nvidia (IT)	208.27	4.3%	3.3%	16.6%	11.0%	11.8%	87.7%	38.9%	11.7%	694.4%	1267.8%	592.8%	1713.4%	New Peak	Apr '26
Broadcom (IT)	422.76	0.7%	4.0%	32.6%	32.4%	19.9%	121.6%	50.6%	22.4%	607.3%	902.4%	589.5%	937.7%	New Peak	Apr '26
Adobe (IT)	245.44	2.7%	0.4%	3.5%	-18.5%	-30.6%	-33.3%	-21.3%	-29.9%	-33.6%	-52.4%	-56.5%	-14.2%	-61.3%	Feb '24
Oracle (IT)	173.28	-1.7%	-1.0%	19.1%	-1.8%	-38.5%	26.4%	18.1%	-10.6%	90.8%	147.3%	109.4%	183.7%	-46.8%	Sep '25
salesforce.com (IT)	178.16	2.8%	-2.2%	-1.8%	-21.7%	-29.8%	-33.0%	-20.2%	-32.6%	-5.2%	-22.6%	-29.2%	27.0%	-51.1%	Dec '24
Linde PLC (Materials)	510.30	0.4%	3.7%	3.6%	13.4%	15.2%	15.3%	3.2%	20.1%	44.5%	87.3%	59.7%	96.8%	New Peak	Apr '26
Sherwin-Williams (Materials)	337.70	0.01%	-2.3%	4.9%	-2.9%	1.6%	2.7%	-3.8%	4.4%	47.7%	28.9%	3.5%	73.0%	-14.6%	Nov '24
American Tower (Real Estate)	178.21	-0.4%	-2.3%	7.6%	0.7%	-5.1%	-12.3%	-0.9%	2.5%	-2.0%	-18.4%	-28.6%	9.2%	-22.0%	Sep '24
Prologis Inc. (Real Estate)	142.10	-0.2%	-2.1%	9.0%	12.7%	14.2%	43.8%	25.1%	12.2%	29.6%	42.6%	-2.0%	57.9%	-2.1%	Apr '26
NextEra Energy (Utilities)	95.28	-1.0%	3.6%	4.5%	13.1%	14.4%	48.5%	15.5%	19.5%	33.6%	38.6%	16.6%	44.6%	-1.0%	Apr '26
Duke Energy (Utilities)	127.27	-0.6%	-0.6%	-0.7%	9.3%	1.6%	10.0%	12.7%	9.5%	43.4%	54.8%	45.1%	69.9%	-4.6%	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	15.94	0.3%	-0.3%	2.2%	1.1%	2.0%	9.5%	9.4%	1.9%	22.4%	12.0%	10.3%	32.2%	-0.6%	Feb '26
Moderate-60% Stock	67.56	0.6%	-0.3%	5.2%	2.6%	5.4%	21.1%	16.4%	4.4%	47.3%	38.1%	31.2%	66.5%	-0.3%	Apr '26
Mod Agg-80% Stock	53.65	0.6%	-0.3%	6.4%	3.1%	7.0%	26.8%	19.6%	5.8%	60.5%	49.4%	40.5%	84.5%	-0.3%	Apr '26
Aggressive-90% Stock	32.71	0.8%	0.0%	8.1%	4.7%	9.7%	32.5%	20.9%	8.1%	64.3%	53.1%	42.1%	89.7%	New Peak	Apr '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	77713.05	0.3%	0.8%	9.0%	-13.2%	-30.0%	-18.0%	-6.3%	-11.2%	174.5%	52.1%	67.3%	305.7%	-37.7%	Oct '25
Ethereum	2320.11	0.2%	-4.2%	7.0%	-21.4%	-41.0%	29.9%	-11.0%	-21.8%	24.3%	-1.8%	-38.3%	79.2%	-52.0%	Aug '25
BNB	637.69	0.2%	-0.9%	-1.5%	-28.4%	-42.5%	6.2%	23.1%	-26.1%	88.5%	21.1%	24.5%	135.3%	-51.3%	Oct '25
Solana	86.52	0.3%	-2.6%	-5.7%	-32.1%	-55.3%	-42.7%	-34.2%	-30.5%	294.6%	134.0%	-49.2%	177.6%	-67.0%	Jan '25
Bitcoin ETF	44.02	-0.07%	0.2%	9.6%	-13.2%	-29.9%	-18.9%	-6.4%	-11.3%	-	-	-	-	-38.3%	Oct '25
Grayscale Bitcoin (hi fee)	60.37	-0.2%	0.1%	9.4%	-13.5%	-30.4%	-19.9%	-7.6%	-11.7%	346.7%	57.7%	95.0%	496.2%	-38.7%	Oct '25
Bloomberg Commodities	24.48	-0.4%	3.5%	4.4%	14.6%	28.7%	37.2%	14.9%	25.3%	47.8%	78.3%	59.1%	38.0%	-1.0%	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	4.92	-0.04%	0.6%	0.4%	1.7%	7.2%	3.8%	1.1%	1.6%	34.6%	118.4%	143.8%	26.6%	-3.7%	Oct '23
10yr Treasury rate	4.31	-0.3%	1.5%	-0.4%	1.7%	7.8%	1.0%	-9.0%	3.5%	26.9%	175.0%	164.7%	10.5%	-13.6%	Oct '23
5yr Treasury rate	3.92	-0.8%	2.1%	-1.3%	2.1%	8.8%	0.9%	-15.0%	5.3%	13.9%	380.4%	187.2%	-4.7%	-21.0%	Oct '23
13-week T-bill	3.59	-0.06%	-0.2%	-0.7%	0.3%	-4.5%	-14.3%	-15.7%	1.3%	-27.5%	23853.3%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	94.88	-1.0%	13.2%	5.0%	55.4%	54.3%	50.6%	-19.9%	65.2%	23.1%	52.7%	24.7%	8.7%	-16.0%	Apr '26
Gold	4725.40	0.4%	-2.7%	3.9%	-5.0%	14.7%	44.0%	64.5%	9.2%	137.0%	165.9%	162.6%	182.9%	-11.1%	Jan '26
USD/EUR	0.85	-0.4%	0.4%	-1.0%	0.2%	-	-	-11.4%	0.2%	-6.4%	-	-3.0%	-17.2%	-12.6%	Jan '25
USD/JPY	159.33	-0.3%	0.5%	0.4%	0.5%	-	-	-0.4%	1.9%	19.2%	-	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	18.71	-3.1%	7.0%	-26.1%	16.3%	14.3%	-24.7%	-13.8%	25.2%	-0.3%	8.0%	12.7%	-44.3%	-64.2%	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	0.10%	0.0%	0.5%	0.7%	1.6%	5.1%	6.1%	0.9%	18.9%	18.7%	18.3%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.54	0.04%	0.0%	1.4%	0.5%	1.3%	6.1%	4.3%	1.0%	10.7%	6.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.62	0.2%	-0.2%	1.2%	0.8%	1.6%	7.1%	8.8%	1.2%	13.8%	4.3%	4.8%	21.8%	-1.0%	Feb '26
Interm Bond- Vanguard	77.42	0.2%	-0.3%	0.8%	0.5%	0.4%	5.4%	8.5%	0.4%	12.1%	2.6%	2.6%	20.5%	-1.4%	Feb '26
Multisector Bond- Intrepid	9.00	0%	0.0%	1.5%	0.8%	2.6%	9.3%	8.2%	1.6%	31.7%	37.0%	30.3%	37.0%	-0.1%	Apr '26
Int’l Bond- JPMorgan	48.28	0.12%	-0.5%	1.2%	-0.4%	0.6%	5.3%	8.2%	0.3%	16.3%	14.6%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	75.31	-0.03%	-0.6%	1.5%	-0.5%	-2.0%	6.5%	7.2%	0.6%	9.9%	-8.2%	-11.0%	25.6%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.44	0%	0.0%	1.6%	0.3%	0.7%	5.4%	3.3%	0.5%	10.1%	2.1%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.48	0%	0.0%	1.6%	0.3%	1.2%	6.9%	3.4%	0.8%	9.0%	3.3%	2.8%	14.7%	-1.1%	Feb '26

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