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S&P 500

-2.3%

BelowPeak Jan '26

Return

77.6%

[

19.1%

annualized]

Dec 30 2022 - Apr 10 2026

DJIA (Large Value)

-4.5%

BelowPeak Feb '26

Return

44.7%

[

11.9%

annualized]

Dec 30 2022 - Apr 10 2026

Russell 2000 (Small Cap)

-3.3%

BelowPeak Jan '26

Return

49.3%

[

13.0%

annualized]

Dec 30 2022 - Apr 10 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 10 02:30 PM EDT, next update at 02:40 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	6817.44	-0.11%	3.6%	0.5%	-2.1%	4.0%	29.4%	16.4%	-0.4%	65.9%	65.1%	42.1%	90.6%	-2.3%	Jan '26
DJIA (Large Value)	47951.31	-0.5%	3.1%	0.5%	-3.1%	5.4%	21.1%	13.0%	-0.2%	42.8%	41.9%	31.1%	64.2%	-4.5%	Feb '26
Russell 2000 (Small Cap)	2629.12	-0.3%	3.9%	3.2%	0.2%	9.8%	43.6%	11.3%	5.9%	48.3%	17.2%	15.7%	55.8%	-3.3%	Jan '26
NASDAQ Comp (Tech/Growth)	22889.22	0.3%	4.6%	0.8%	-3.3%	3.1%	39.7%	20.4%	-1.5%	89.4%	64.7%	44.6%	119.7%	-4.5%	Oct '25
Aggregate Bond	99.37	-0.12%	0.1%	-0.7%	-0.2%	0.6%	6.0%	7.2%	0.1%	10.9%	1.1%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	109.32	-0.2%	0.2%	-0.7%	-0.5%	0.0%	8.2%	7.9%	-0.1%	13.1%	0.6%	-1.3%	25.1%	-1.8%	Feb '26
High Yield Bond	80.01	-0.3%	0.6%	0.0%	-0.2%	2.5%	10.3%	8.6%	0.2%	27.1%	19.9%	16.7%	36.6%	-0.7%	Feb '26
Preferred	30.79	-0.2%	1.2%	-1.2%	-1.8%	0.9%	11.1%	4.9%	0.1%	18.8%	6.0%	1.3%	24.4%	-3.2%	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	52.05	0.7%	3.3%	4.8%	8.3%	21.0%	35.7%	9.9%	15.3%	38.0%	43.6%	26.8%	62.8%	-2.5%	Feb '26
Consumer Discretionary/Cyclical	112.74	0%	4.2%	-1.3%	-9.2%	-1.0%	20.9%	7.4%	-5.4%	58.7%	33.4%	11.1%	67.2%	-9.3%	Jan '26
Financial Services	50.82	-1.0%	2.6%	2.0%	-8.3%	-1.7%	12.4%	14.9%	-6.7%	66.3%	57.7%	38.4%	78.0%	-9.4%	Jan '26
Real Estate	92.73	-0.05%	2.8%	0.1%	4.8%	7.3%	16.7%	3.3%	5.9%	26.5%	19.6%	-4.7%	39.8%	-2.3%	Mar '26
Communication Services	114.06	-0.2%	2.1%	-2.5%	-3.0%	1.8%	27.6%	23.1%	-2.8%	100.4%	56.0%	52.5%	148.7%	-4.7%	Jan '26
Energy	56.83	-0.9%	-4.1%	2.9%	22.6%	35.4%	52.4%	7.9%	27.9%	46.3%	183.4%	130.4%	59.6%	-9.2%	Mar '26
Industrials	171.86	-0.2%	4.9%	1.4%	6.4%	15.4%	41.0%	19.3%	11.1%	82.1%	84.5%	74.9%	113.9%	-3.7%	Mar '26
Technology	142.74	0.5%	5.0%	2.3%	-2.2%	2.8%	47.7%	24.6%	-0.7%	95.6%	109.2%	68.0%	151.3%	-5.9%	Oct '25
Consumer Staples/Defensive	82.36	-1.3%	0.6%	-3.4%	4.5%	6.9%	6.7%	1.5%	6.6%	18.6%	36.3%	19.4%	33.7%	-8.0%	Feb '26
Healthcare	147.41	-1.3%	0.4%	-3.4%	-5.9%	4.6%	11.2%	14.5%	-4.4%	16.1%	35.4%	13.3%	28.1%	-7.6%	Feb '26
Utilities	47.10	-0.12%	1.6%	1.9%	11.6%	5.9%	28.5%	16.0%	11.1%	48.2%	69.0%	51.1%	70.4%	-0.6%	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	145.10	0.02%	4.1%	1.4%	0.2%	7.9%	35.0%	22.4%	2.6%	67.6%	61.3%	46.4%	99.0%	-2.4%	Feb '26
MSCI Emerging Markets	60.56	0.5%	7.0%	3.2%	6.0%	18.3%	53.2%	34.0%	10.7%	65.4%	27.2%	35.8%	91.2%	-4.4%	Feb '26
FTSE Europe	86.94	0.2%	4.5%	3.2%	1.8%	11.4%	34.9%	35.8%	4.5%	56.0%	57.0%	44.6%	111.9%	-3.5%	Feb '26
MSCI Japan	88.11	-0.12%	3.3%	1.9%	4.1%	16.7%	43.5%	25.9%	9.1%	67.0%	42.8%	45.4%	98.1%	-6.2%	Feb '26
MSCI India	49.33	0.5%	5.8%	-1.2%	-7.2%	-6.5%	-2.3%	2.7%	-8.7%	24.7%	27.3%	6.9%	22.8%	-16.1%	Sep '24
MSCI China	57.22	0.02%	2.5%	-2.5%	-8.0%	-5.6%	21.9%	31.0%	-4.7%	25.1%	-21.3%	1.1%	54.7%	-13.5%	Oct '25
International Bond	47.98	-0.3%	0.0%	-1.0%	-0.7%	-0.5%	2.2%	2.9%	-0.3%	11.8%	0.7%	1.1%	17.1%	-2.3%	Feb '26
iShares Latin America	37.78	1.2%	6.1%	8.2%	18.6%	42.2%	79.4%	52.7%	24.1%	87.4%	94.1%	114.9%	92.8%	New Peak	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	624.59	-0.07%	3.6%	0.6%	-1.8%	4.6%	31.1%	17.8%	-0.1%	72.8%	77.3%	51.1%	100.2%	-2.1%	Jan '26
US Large Growth	445.93	0.2%	3.7%	-1.1%	-6.3%	-2.8%	30.2%	18.3%	-5.7%	86.5%	79.0%	48.8%	118.5%	-9.1%	Oct '25
US Large Value	222.08	-0.5%	3.0%	2.2%	2.5%	12.3%	30.3%	15.7%	6.0%	53.7%	58.0%	43.3%	73.9%	-1.2%	Feb '26

US MidCap Blend	296.86	-0.5%	2.4%	0.9%	-0.2%	4.5%	25.8%	11.6%	2.7%	49.2%	40.7%	25.3%	67.1%	-3.0%	Feb '26
US MidCap Growth	268.24	-0.5%	2.6%	-1.1%	-6.0%	-6.4%	17.8%	10.7%	-3.7%	43.2%	24.4%	10.1%	62.4%	-9.7%	Oct '25
US MidCap Value	189.31	-0.4%	2.2%	2.3%	3.9%	12.9%	31.0%	12.1%	7.3%	51.7%	54.2%	38.6%	67.6%	-2.1%	Feb '26

US Small Blend	272.23	-0.3%	2.9%	2.5%	0.5%	10.5%	36.0%	8.9%	5.9%	52.3%	34.5%	27.6%	65.6%	-2.4%	Feb '26
US Small Growth	332.13	-0.2%	4.3%	2.2%	-3.0%	4.9%	41.7%	12.9%	2.9%	51.6%	13.2%	15.3%	63.7%	-6.1%	Jan '26
US Small Value	199.26	-0.2%	3.7%	4.6%	4.5%	16.6%	49.1%	12.4%	10.3%	56.3%	36.4%	28.7%	62.2%	-0.6%	Feb '26

Foreign Large Blend	102.12	0.2%	4.2%	2.9%	3.3%	12.7%	37.3%	31.6%	6.3%	56.5%	53.1%	45.9%	102.8%	-3.4%	Feb '26
Foreign Growth	118.49	0.3%	5.0%	2.1%	-0.5%	6.6%	27.6%	20.7%	4.0%	34.2%	23.6%	15.0%	74.2%	-4.0%	Feb '26
Foreign Value	77.70	0.2%	3.6%	3.8%	7.2%	19.1%	47.4%	42.2%	8.8%	81.5%	85.8%	82.3%	133.8%	-2.8%	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	22.99		-0.09%	0.7%	0.2%	-1.2%	0.0%	4.6%	3.6%	-0.8%	21.1%	27.5%	24.3%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.52		0.04%	0.2%	0.5%	0.9%	2.4%	6.8%	5.2%	1.0%	21.8%	25.6%	24.6%	26.8%	New Peak	Apr '26
Bank Loan- Invesco	20.52		-0.2%	0.2%	0.6%	-1.0%	1.9%	7.6%	6.9%	-0.7%	24.6%	27.9%	26.0%	32.3%	-1.0%	Jan '26
Interval CEF- Cliffwater	10.31	p	EOD	0.2%	0.4%	1.0%	3.2%	8.3%	8.9%	1.2%	36.3%	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	54.28		0.1%	4.7%	2.5%	-0.1%	7.1%	34.6%	17.7%	2.0%	82.0%	104.8%	90.1%	110.0%	-1.4%	Feb '26
Int’l Min Volatility- Franklin	41.16		-0.1%	0.8%	3.6%	10.3%	21.7%	47.9%	27.1%	12.2%	81.3%	117.0%	100.1%	114.9%	-0.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.57	p	EOD	3.7%	5.9%	-0.2%	11.8%	31.8%	3.0%	5.4%	80.8%	100.5%	96.7%	102.2%	-3.4%	Feb '26
Small Value- Avantis	114.83		-0.5%	3.1%	6.0%	7.3%	21.4%	49.7%	7.4%	12.9%	65.1%	70.9%	52.8%	75.3%	-0.5%	Apr '26
Mid Value- Pacer Cash Cows	61.46		-1.1%	-1.7%	-2.4%	-0.5%	11.9%	28.2%	9.0%	2.5%	37.6%	62.8%	41.6%	53.2%	-5.1%	Feb '26
Growth- S&P Momentum	123.72		0.8%	7.8%	4.2%	3.4%	5.0%	41.3%	26.6%	4.0%	127.8%	134.4%	102.0%	148.2%	New Peak	Apr '26
Invesco S&P Quality	78.88		-0.4%	4.1%	1.5%	2.4%	10.0%	28.1%	13.2%	5.5%	73.0%	84.8%	57.0%	106.9%	-2.2%	Feb '26
Rotation Factor- BlackRock	61.28		0.12%	4.2%	1.6%	-0.2%	6.4%	35.0%	20.0%	1.1%	94.4%	93.3%	70.8%	131.4%	-0.8%	Feb '26
US Min Volatility- Fidelity	66.55		-0.5%	2.1%	-0.4%	-1.4%	3.9%	18.4%	11.8%	0.1%	44.8%	57.7%	36.2%	66.1%	-2.6%	Feb '26
Derivative Income- JPMorgan	57.55		-0.4%	1.9%	-1.1%	0.0%	6.1%	16.2%	8.1%	1.7%	32.8%	50.3%	31.8%	50.4%	-3.3%	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	16.62	p	EOD	1.4%	2.9%	5.5%	4.9%	12.0%	6.5%	5.1%	31.4%	38.0%	36.1%	35.6%	New Peak	Apr '26
Multistrategy- AQR	14.60	p	EOD	0.1%	1.2%	3.3%	8.2%	19.6%	16.4%	4.2%	49.4%	76.2%	71.2%	53.0%	-0.1%	Apr '26
Long Short- AQR	20.74	p	EOD	-0.2%	0.3%	-1.3%	7.3%	25.3%	34.4%	-2.0%	104.7%	173.7%	153.1%	141.3%	-2.6%	Dec '25
Mkt Neutral- BlackRock	15.32	p	EOD	0.5%	2.5%	3.7%	11.1%	18.4%	18.3%	5.1%	68.4%	74.0%	77.6%	78.3%	-0.1%	Apr '26
Multi Strategy- Variant	26.11	p	EOD	0.1%	0.6%	1.4%	3.2%	6.9%	7.2%	1.5%	22.1%	47.5%	35.8%	27.3%	New Peak	Apr '26
Long Short- First Trust	72.36		-0.03%	2.6%	2.6%	1.3%	6.9%	18.2%	9.1%	2.0%	46.9%	63.7%	46.5%	62.0%	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)	316.92	-0.5%	7.2%	3.2%	-3.5%	34.1%	108.1%	66.0%	1.3%	200.2%	181.5%	120.4%	227.5%	-7.7%	Feb '26
Meta (Communications)	625.22	-0.5%	8.8%	-4.3%	-4.2%	-11.2%	14.8%	13.1%	-5.2%	193.4%	101.7%	86.1%	394.2%	-20.7%	Aug '25
Amazon (Cyclical)	237.88	1.8%	13.4%	11.0%	-3.8%	9.9%	31.3%	5.2%	3.1%	132.8%	41.1%	39.6%	110.7%	-6.3%	Nov '25
Tesla (Cyclical)	346.88	0.4%	-3.8%	-13.1%	-22.1%	-16.1%	37.4%	11.4%	-22.9%	88.0%	53.7%	-13.3%	59.7%	-29.2%	Dec '25
Procter & Gamble (Defensive)	145.63	-0.7%	1.8%	-6.7%	3.4%	-1.3%	-8.5%	-12.3%	2.3%	4.1%	21.2%	-0.5%	28.0%	-16.2%	Dec '24
PepsiCo (Defensive)	157.14	-0.2%	0.1%	-2.3%	13.3%	6.7%	13.4%	-1.8%	10.5%	-5.1%	28.7%	3.9%	4.0%	-11.3%	May '23
Coca-Cola (Defensive)	77.61	-0.7%	1.2%	0.3%	10.8%	17.4%	12.9%	15.6%	11.8%	35.4%	69.4%	48.5%	56.2%	-4.2%	Feb '26
Exxon Mobil (Energy)	152.46	-1.7%	-5.1%	2.9%	23.2%	39.8%	57.8%	16.0%	27.5%	47.4%	230.5%	178.4%	74.3%	-11.1%	Mar '26
Chevron (Energy)	187.48	-1.5%	-5.8%	0.6%	16.8%	28.6%	45.1%	10.1%	24.2%	26.5%	124.3%	86.5%	37.3%	-11.2%	Mar '26
JPMorgan Chase (Financial)	310.03	-0.10%	5.8%	7.4%	-5.8%	3.5%	38.5%	37.3%	-3.3%	158.2%	124.0%	113.9%	223.6%	-7.3%	Jan '26
Visa (Financial)	304.22	-1.3%	1.1%	-3.2%	-12.8%	-11.1%	-5.6%	11.8%	-13.1%	37.4%	41.8%	41.9%	75.3%	-18.0%	Jun '25
Mastercard (Financial)	496.40	-1.4%	0.6%	-3.6%	-13.8%	-10.8%	-0.2%	9.0%	-12.9%	40.0%	34.2%	37.2%	78.5%	-16.9%	Aug '25
Bank of America (Financial)	52.76	0.09%	6.8%	8.6%	-5.0%	9.6%	50.5%	28.0%	-3.5%	104.1%	49.0%	27.2%	93.3%	-7.3%	Jan '26
UnitedHealth (Health)	305.52	-0.5%	10.2%	8.2%	-10.5%	-12.6%	-47.2%	-33.1%	-6.7%	-37.1%	-11.5%	-34.4%	-34.7%	-49.4%	Nov '24
Johnson & Johnson (Health)	238.36	-1.2%	-1.9%	-2.2%	17.2%	26.4%	64.8%	47.5%	15.8%	58.6%	70.2%	57.1%	62.4%	-4.1%	Mar '26
Eli Lilly (Health)	938.47	-1.8%	0.3%	-6.3%	-11.6%	12.9%	31.1%	40.2%	-12.5%	161.5%	434.7%	259.1%	197.4%	-15.3%	Nov '25
Union Pacific (Industrials)	249.98	-0.5%	2.2%	-0.1%	10.0%	12.1%	16.7%	3.9%	8.6%	35.0%	25.3%	11.3%	41.2%	-6.4%	Mar '26
Honeywell (Industrials)	234.98	-0.5%	2.4%	-2.3%	13.9%	25.5%	31.7%	-6.4%	21.0%	38.7%	21.7%	31.9%	55.4%	-5.3%	Mar '26
Nvidia (IT)	188.58	2.5%	6.3%	2.1%	2.0%	3.0%	75.4%	38.9%	1.1%	584.4%	1212.9%	527.3%	1542.0%	-8.9%	Oct '25
Broadcom (IT)	373.83	5.3%	18.8%	9.3%	8.6%	15.6%	118.7%	50.6%	8.2%	520.0%	751.8%	509.7%	817.6%	-9.1%	Dec '25
Adobe (IT)	224.73	-2.3%	-7.5%	-18.3%	-32.7%	-33.4%	-35.8%	-21.3%	-35.8%	-40.3%	-55.4%	-60.2%	-21.5%	-64.6%	Feb '24
Oracle (IT)	138.04	0.1%	-5.7%	-7.6%	-30.5%	-52.8%	4.2%	18.1%	-29.0%	52.0%	94.7%	66.3%	125.2%	-57.8%	Sep '25
salesforce.com (IT)	164.21	-3.9%	-12.3%	-15.8%	-36.8%	-31.9%	-35.3%	-20.2%	-38.0%	-13.2%	-28.1%	-34.9%	16.8%	-55.0%	Dec '24
Linde PLC (Materials)	503.91	0.12%	0.3%	5.8%	13.9%	11.8%	18.3%	3.2%	18.6%	46.1%	89.4%	57.7%	94.3%	-0.7%	Mar '26
Sherwin-Williams (Materials)	336.28	0.2%	5.7%	1.8%	-4.6%	1.5%	2.8%	-3.8%	4.0%	53.9%	37.7%	3.1%	72.3%	-14.9%	Nov '24
American Tower (Real Estate)	179.88	-0.03%	3.5%	-3.4%	6.7%	-2.7%	-10.6%	-0.9%	2.5%	-4.5%	-13.3%	-28.7%	9.1%	-22.1%	Sep '24
Prologis Inc. (Real Estate)	137.05	-0.7%	2.5%	1.5%	6.8%	25.2%	49.4%	25.1%	8.2%	21.9%	44.2%	-5.5%	52.3%	-3.2%	Mar '26
NextEra Energy (Utilities)	94.21	-0.3%	1.1%	2.9%	18.7%	14.6%	45.4%	15.5%	18.2%	31.1%	37.6%	15.3%	43.0%	-0.9%	Feb '26
Duke Energy (Utilities)	132.49	-0.4%	0.2%	2.2%	14.4%	6.1%	17.4%	12.7%	14.0%	50.2%	64.9%	51.1%	76.8%	-0.7%	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	15.80	p	EOD	1.1%	0.0%	0.2%	2.4%	11.0%	9.4%	1.0%	21.4%	11.7%	9.3%	31.0%	-1.5%	Feb '26
Moderate-60% Stock	66.03		-0.03%	2.5%	0.3%	0.0%	5.2%	22.7%	16.4%	1.6%	42.6%	35.6%	27.6%	62.0%	-2.3%	Feb '26
Mod Agg-80% Stock	52.14	p	EOD	3.3%	1.1%	0.6%	7.2%	29.9%	19.6%	2.8%	55.4%	47.0%	36.5%	79.3%	-2.1%	Feb '26
Aggressive-90% Stock	31.54	p	EOD	4.2%	2.2%	1.7%	9.6%	35.2%	20.9%	4.2%	58.0%	49.9%	37.0%	83.0%	-1.9%	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	72954.92	1.7%	9.1%	4.3%	-19.4%	-35.6%	-8.4%	-6.3%	-16.6%	146.0%	25.3%	57.0%	280.8%	-41.5%	Oct '25
Ethereum	2245.03	2.6%	9.1%	10.2%	-27.2%	-41.6%	47.5%	-11.0%	-24.3%	17.5%	8.3%	-40.3%	73.4%	-53.5%	Aug '25
BNB	607.56	0.8%	4.2%	-5.3%	-32.2%	-45.1%	5.2%	23.1%	-29.6%	90.8%	34.1%	18.6%	124.2%	-53.6%	Oct '25
Solana	84.85	1.9%	7.5%	-1.1%	-37.5%	-55.0%	-24.8%	-34.2%	-31.8%	306.3%	205.5%	-50.2%	172.3%	-67.6%	Jan '25
Bitcoin ETF	41.40	1.2%	9.0%	4.3%	-19.1%	-37.5%	-8.3%	-6.4%	-16.6%	-	-	-	-	-41.9%	Oct '25
Grayscale Bitcoin (hi fee)	56.85	1.3%	9.0%	4.1%	-19.3%	-37.8%	-9.5%	-7.6%	-16.8%	267.2%	26.8%	83.6%	461.4%	-42.2%	Oct '25
Bloomberg Commodities	23.72	-0.4%	-3.9%	1.5%	18.6%	28.6%	36.7%	14.9%	21.4%	41.4%	81.6%	54.2%	33.7%	-4.1%	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	0.4%	0.6%	3.1%	2.0%	6.1%	1.4%	1.1%	1.6%	35.6%	110.2%	143.9%	26.6%	-3.6%	Oct '23
10yr Treasury rate	4.32	0.6%	0.1%	4.4%	3.5%	6.6%	-1.7%	-9.0%	3.7%	26.5%	159.2%	165.3%	10.7%	-13.4%	Oct '23
5yr Treasury rate	3.95	0.8%	-0.1%	6.2%	5.0%	8.2%	-2.3%	-15.0%	6.0%	12.1%	354.5%	189.0%	-4.1%	-20.5%	Oct '23
13-week T-bill	3.59	0.1%	-0.4%	-0.1%	2.3%	-6.7%	-14.4%	-15.7%	1.3%	-25.7%	119666.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	97.03	-0.9%	-13.0%	16.3%	64.1%	64.7%	61.5%	-19.9%	69.0%	21.7%	63.6%	27.5%	11.2%	-14.1%	Apr '26
Gold	4791.60	-0.01%	3.0%	-8.4%	6.7%	20.5%	51.9%	64.5%	10.8%	140.9%	174.9%	166.3%	186.9%	-9.9%	Jan '26
USD/EUR	0.85	-0.3%	-1.6%	-1.0%	-0.6%	-	-4.0%	-11.4%	0.1%	-7.4%	-	-3.1%	-17.3%	-12.7%	Jan '25
USD/JPY	159.28	0.12%	-0.1%	0.9%	1.5%	-	10.8%	-0.4%	1.8%	19.3%	-	38.3%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	20.03	2.8%	-16.1%	-19.7%	38.2%	-7.5%	-50.8%	-13.8%	34.0%	5.6%	20.0%	20.7%	-40.3%	-61.7%	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	50.51		-0.01%	-0.2%	-0.6%	0.1%	1.2%	4.8%	6.1%	0.1%	18.7%	18.0%	17.4%	22.6%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.29		-0.1%	0.3%	-0.8%	-0.3%	1.1%	6.4%	4.3%	0.2%	9.4%	6.2%	4.5%	16.0%	-1.7%	Feb '26
Interm Bond- Janus MSB	45.44		-0.1%	0.2%	-0.5%	0.2%	1.9%	8.3%	8.8%	0.8%	13.8%	4.1%	4.4%	21.3%	-1.4%	Feb '26
Interm Bond- Vanguard	77.21		-0.1%	0.2%	-0.9%	-0.3%	0.4%	6.4%	8.5%	-0.2%	11.9%	2.5%	1.9%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.6%	1.2%	0.5%	2.6%	10.4%	8.2%	0.9%	30.5%	35.9%	29.4%	36.1%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.12		-0.10%	0.9%	-0.7%	-0.9%	0.9%	6.4%	8.2%	-0.4%	17.1%	14.0%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	75.09		-0.3%	0.1%	-0.8%	-0.9%	-1.1%	9.5%	7.2%	-0.1%	9.0%	-8.0%	-11.7%	24.6%	-3.1%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	-0.2%	-0.1%	1.0%	5.4%	3.3%	0.3%	8.9%	2.6%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.24		-0.10%	0.5%	-0.6%	-0.5%	1.3%	6.8%	3.4%	0.1%	7.6%	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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