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S&P 500

-0.5%

BelowPeak Apr '26

Return

85.9%

[

20.5%

annualized]

Dec 30 2022 - Apr 28 2026

DJIA (Large Value)

-2.1%

BelowPeak Feb '26

Return

48.3%

[

12.6%

annualized]

Dec 30 2022 - Apr 28 2026

Russell 2000 (Small Cap)

-1.3%

BelowPeak Apr '26

Return

56.5%

[

14.4%

annualized]

Dec 30 2022 - Apr 28 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 28 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	7138.80	-0.5%	0.0%	12.1%	2.4%	3.6%	28.4%	16.4%	4.3%	71.2%	69.5%	48.8%	99.6%	-0.5%	Apr '26
DJIA (Large Value)	49141.93	-0.05%	-0.7%	8.8%	0.1%	3.2%	21.3%	13.0%	2.2%	44.1%	44.3%	34.3%	68.2%	-2.1%	Feb '26
Russell 2000 (Small Cap)	2756.05	-1.2%	-1.1%	12.5%	3.8%	10.9%	39.4%	11.3%	11.0%	55.8%	20.1%	21.3%	63.3%	-1.3%	Apr '26
NASDAQ Comp (Tech/Growth)	24663.80	-0.9%	0.0%	17.7%	4.1%	2.9%	41.2%	20.4%	6.1%	101.7%	75.1%	55.8%	136.8%	-0.9%	Apr '26
Aggregate Bond	99.40	-0.04%	-0.2%	1.2%	0.2%	0.6%	4.3%	7.2%	0.5%	11.1%	1.3%	1.0%	17.9%	-1.3%	Feb '26
Corp Bond	109.34	0.05%	-0.4%	2.0%	-0.1%	-0.4%	5.4%	7.9%	0.3%	13.5%	1.0%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	80.40	-0.1%	-0.1%	2.6%	0.7%	2.3%	7.8%	8.6%	1.2%	27.3%	20.7%	17.8%	37.9%	-0.3%	Apr '26
Preferred	31.29	-0.6%	-0.7%	4.2%	-0.1%	1.7%	9.2%	4.9%	2.2%	20.1%	8.0%	3.5%	27.0%	-1.1%	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	51.40	-0.7%	-0.8%	5.1%	3.3%	18.8%	25.6%	9.9%	13.8%	35.3%	35.3%	25.2%	60.7%	-3.7%	Feb '26
Consumer Discretionary/Cyclical	117.01	-0.7%	-1.6%	10.7%	-3.3%	-1.8%	18.5%	7.4%	-1.8%	62.2%	36.7%	15.3%	73.5%	-5.8%	Jan '26
Financial Services	51.85	0.08%	-0.7%	8.5%	-2.7%	0.4%	8.2%	14.9%	-4.8%	64.0%	54.6%	41.2%	81.6%	-7.6%	Jan '26
Real Estate	95.65	0.9%	1.2%	9.9%	6.6%	10.2%	13.0%	3.3%	9.2%	29.6%	17.2%	-1.7%	44.2%	-1.4%	Apr '26
Communication Services	115.75	-0.05%	-1.8%	8.1%	-3.1%	0.2%	22.8%	23.1%	-1.4%	99.6%	53.9%	54.8%	152.4%	-3.3%	Jan '26
Energy	57.71	1.7%	2.1%	-7.8%	15.0%	33.1%	44.0%	7.9%	29.9%	49.5%	173.7%	134.0%	62.1%	-7.8%	Mar '26
Industrials	170.98	-0.9%	0.0%	7.4%	3.4%	10.9%	33.0%	19.3%	10.5%	78.8%	79.8%	74.0%	112.8%	-4.2%	Mar '26
Technology	157.85	-1.7%	-0.2%	21.5%	7.6%	4.1%	51.8%	24.6%	9.8%	113.7%	131.6%	85.8%	177.9%	-1.7%	Apr '26
Consumer Staples/Defensive	83.08	0.9%	1.2%	1.6%	1.7%	10.0%	5.1%	1.5%	7.6%	16.4%	36.3%	20.5%	34.8%	-7.2%	Feb '26
Healthcare	143.84	0.3%	-1.7%	0.4%	-6.1%	0.7%	5.1%	14.5%	-6.7%	13.2%	28.1%	10.5%	25.0%	-9.8%	Feb '26
Utilities	46.25	0.13%	3.1%	1.4%	7.5%	4.2%	19.9%	16.0%	9.1%	47.0%	62.5%	48.4%	67.3%	-2.4%	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	149.62	-0.6%	-0.4%	11.2%	2.0%	5.9%	30.0%	22.4%	5.7%	70.5%	63.2%	51.0%	105.2%	-0.8%	Apr '26
MSCI Emerging Markets	62.99	-1.0%	-0.6%	14.1%	4.2%	14.1%	47.8%	34.0%	15.1%	73.4%	28.9%	41.2%	98.9%	-1.2%	Apr '26
FTSE Europe	86.16	-0.5%	-1.1%	8.4%	-2.0%	7.8%	21.8%	35.8%	3.5%	49.9%	51.4%	43.3%	110.0%	-4.3%	Feb '26
MSCI Japan	87.56	-0.1%	-0.2%	7.5%	1.7%	9.2%	27.2%	25.9%	8.4%	62.7%	45.3%	44.5%	96.9%	-6.8%	Feb '26
MSCI India	49.23	-0.3%	-1.5%	7.4%	-4.6%	-9.9%	-8.1%	2.7%	-8.9%	20.8%	27.0%	6.7%	22.6%	-16.2%	Sep '24
MSCI China	56.76	-0.6%	-2.6%	3.5%	-11.6%	-12.3%	12.3%	31.0%	-5.5%	28.8%	-23.7%	0.3%	53.5%	-14.2%	Oct '25
International Bond	48.00	-0.10%	-0.4%	0.9%	-0.7%	-0.5%	1.4%	2.9%	0.0%	11.8%	1.4%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	36.36	-0.7%	-2.4%	7.3%	-0.8%	26.2%	51.9%	52.7%	19.4%	73.8%	78.6%	106.8%	85.6%	-4.6%	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	654.26	-0.5%	0.1%	12.2%	2.8%	4.1%	29.9%	17.8%	4.7%	78.3%	81.9%	58.3%	109.7%	-0.5%	Apr '26
US Large Growth	476.29	-0.8%	-0.5%	15.4%	1.5%	-3.0%	30.4%	18.3%	0.7%	96.0%	87.9%	58.9%	133.3%	-3.0%	Oct '25
US Large Value	227.08	-0.3%	0.2%	8.1%	3.5%	11.9%	26.9%	15.7%	8.4%	55.5%	57.6%	46.5%	77.8%	-0.3%	Apr '26

US MidCap Blend	76.01	-0.7%	-0.8%	7.5%	2.1%	6.4%	24.6%	17.0%	5.2%	73.6%	74.0%	55.0%	100.5%	-1.4%	Apr '26
US MidCap Growth	278.27	-1.4%	-1.8%	10.3%	-0.8%	-4.7%	12.7%	10.7%	-0.1%	49.2%	26.0%	14.2%	68.5%	-6.3%	Oct '25
US MidCap Value	192.15	-0.2%	0.1%	5.6%	4.0%	12.6%	26.0%	12.1%	8.9%	52.3%	51.5%	40.7%	70.1%	-0.7%	Feb '26

US Small Blend	280.63	-1.0%	-1.3%	9.5%	3.3%	10.6%	31.3%	8.9%	9.2%	56.6%	34.1%	31.6%	70.7%	-1.9%	Apr '26
US Small Growth	351.50	-1.8%	-2.0%	14.4%	2.6%	6.5%	38.5%	12.9%	8.9%	60.0%	16.8%	22.0%	73.3%	-2.0%	Apr '26
US Small Value	206.86	-0.5%	0.3%	10.9%	5.9%	17.2%	44.3%	12.4%	14.5%	63.9%	38.3%	33.6%	68.3%	-0.5%	Apr '26

Foreign Large Blend	100.96	-0.4%	-1.0%	7.6%	-0.7%	8.1%	23.2%	31.6%	5.1%	51.1%	49.2%	44.2%	100.5%	-4.4%	Feb '26
Foreign Growth	117.28	-1.2%	-1.8%	9.0%	-2.8%	2.3%	15.7%	20.7%	2.9%	29.7%	20.4%	13.8%	72.4%	-4.9%	Feb '26
Foreign Value	76.60	0.2%	-0.4%	6.6%	0.9%	13.9%	30.7%	42.2%	7.3%	74.7%	81.1%	79.7%	130.5%	-4.2%	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	23.16	-0.04%	0.0%	1.8%	0.8%	0.8%	3.8%	3.6%	0.6%	23.4%	29.1%	26.0%	31.8%	-0.2%	Jan '26
Ultra Short- Janus AAA CLO	50.66	0%	0.1%	0.7%	0.8%	2.4%	5.5%	5.2%	1.3%	21.4%	25.8%	24.9%	27.2%	New Peak	Apr '26
Bank Loan- Invesco	20.54	-0.10%	0.0%	1.5%	0.6%	1.4%	6.1%	6.9%	-0.1%	24.5%	29.0%	26.8%	33.1%	-0.4%	Jan '26
Interval CEF- Cliffwater	10.37	0%	0.1%	0.8%	1.3%	3.3%	8.1%	8.9%	1.7%	36.0%	59.3%	49.8%	43.0%	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	56.68	-0.6%	0.1%	13.7%	3.1%	6.0%	32.8%	17.7%	6.5%	87.4%	107.5%	98.5%	119.3%	-0.6%	Apr '26
Int’l Min Volatility- Franklin	40.66	0.7%	0.5%	2.7%	6.2%	17.6%	33.6%	27.1%	10.9%	76.0%	114.9%	97.7%	112.3%	-1.8%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.17	-0.2%	0.5%	14.5%	6.1%	13.0%	32.8%	3.0%	11.9%	93.9%	109.8%	109.0%	114.8%	-0.5%	Apr '26
Small Value- Avantis	119.44	-0.1%	1.1%	9.3%	9.1%	22.3%	45.2%	7.4%	17.4%	72.3%	72.7%	58.9%	82.4%	-0.1%	Apr '26
Mid Value- Pacer Cash Cows	62.50	-0.03%	-0.7%	1.2%	1.0%	9.9%	23.2%	9.0%	4.2%	41.9%	62.7%	44.0%	55.8%	-3.5%	Feb '26
Growth- S&P Momentum	129.96	-1.6%	0.7%	17.8%	8.1%	5.2%	38.3%	26.6%	9.2%	138.2%	144.6%	112.2%	160.8%	-1.6%	Apr '26
Invesco S&P Quality	79.70	-0.7%	-0.5%	7.5%	2.0%	8.2%	22.6%	13.2%	6.6%	72.1%	85.2%	58.6%	109.0%	-1.3%	Apr '26
Rotation Factor- BlackRock	63.61	-0.6%	-0.2%	11.9%	3.2%	4.3%	32.5%	20.0%	4.9%	98.4%	97.4%	77.3%	140.2%	-0.6%	Apr '26
US Min Volatility- Fidelity	68.10	0.3%	-0.3%	7.3%	0.5%	3.9%	16.6%	11.8%	2.5%	45.8%	57.9%	39.4%	70.0%	-0.8%	Apr '26
Derivative Income- JPMorgan	57.13	0.1%	-0.3%	3.6%	-0.5%	4.4%	12.4%	8.1%	1.7%	30.6%	47.4%	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	16.97	0.2%	0.8%	3.1%	6.6%	7.8%	14.4%	6.5%	7.3%	31.7%	39.0%	39.0%	38.5%	New Peak	Apr '26
Multistrategy- AQR	14.59	0.3%	0.6%	1.5%	1.5%	5.5%	15.4%	16.4%	4.1%	48.0%	74.7%	71.1%	52.9%	-0.1%	Apr '26
Long Short- AQR	20.43	0.1%	0.8%	0.3%	-2.2%	3.2%	17.9%	34.4%	-3.4%	99.7%	168.9%	149.3%	137.7%	-4.0%	Dec '25
Mkt Neutral- BlackRock	15.47	0.13%	0.7%	2.0%	5.2%	10.9%	18.2%	18.3%	6.1%	69.8%	74.6%	79.4%	80.0%	New Peak	Apr '26
Multi Strategy- Variant	26.18	0.04%	0.2%	0.5%	1.9%	3.0%	6.8%	7.2%	1.8%	21.9%	47.2%	36.1%	27.6%	New Peak	Apr '26
Long Short- First Trust	72.88	-0.05%	0.6%	5.0%	1.5%	2.7%	16.4%	9.1%	2.8%	47.0%	62.9%	47.6%	63.2%	-0.1%	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)	349.78	-0.2%	3.1%	27.5%	3.5%	27.6%	119.2%	66.0%	11.8%	228.6%	194.8%	143.2%	261.5%	-0.2%	Apr '26
Meta (Communications)	671.34	-1.1%	-0.5%	27.7%	-9.0%	-10.5%	21.5%	13.1%	1.8%	181.5%	105.3%	99.9%	430.7%	-14.8%	Aug '25
Amazon (Cyclical)	259.70	-0.5%	1.7%	30.3%	7.4%	12.8%	38.6%	5.2%	12.5%	146.3%	49.6%	52.4%	130.0%	-1.6%	Apr '26
Tesla (Cyclical)	376.02	-0.7%	-3.0%	3.9%	-9.7%	-18.5%	28.8%	11.4%	-16.4%	128.8%	66.6%	-6.0%	73.1%	-23.2%	Dec '25
Procter & Gamble (Defensive)	149.17	0.5%	5.2%	5.3%	0.3%	1.7%	-5.4%	-12.3%	5.6%	3.1%	27.9%	2.7%	32.1%	-13.5%	Dec '24
PepsiCo (Defensive)	156.29	1.4%	1.6%	2.1%	6.1%	8.9%	21.0%	-1.8%	9.9%	-9.4%	26.8%	3.3%	3.4%	-11.8%	May '23
Coca-Cola (Defensive)	78.35	3.9%	5.0%	3.5%	7.4%	16.2%	11.4%	15.6%	12.8%	33.6%	67.6%	49.9%	57.7%	-3.3%	Feb '26
Exxon Mobil (Energy)	150.56	1.6%	0.7%	-11.9%	7.9%	31.3%	43.7%	16.0%	25.9%	40.9%	209.4%	174.9%	72.1%	-12.2%	Mar '26
Chevron (Energy)	188.36	1.9%	1.1%	-10.8%	11.1%	24.0%	41.3%	10.1%	24.8%	26.9%	117.0%	87.4%	37.9%	-10.8%	Mar '26
JPMorgan Chase (Financial)	311.45	-0.06%	-0.5%	10.7%	2.2%	2.9%	29.8%	37.3%	-2.4%	141.2%	127.7%	116.0%	226.8%	-6.4%	Jan '26
Visa (Financial)	309.30	-0.11%	-0.6%	4.7%	-6.6%	-9.0%	-8.8%	11.8%	-11.6%	36.0%	35.5%	44.3%	78.3%	-16.7%	Jun '25
Mastercard (Financial)	507.62	0.2%	-0.5%	5.0%	-6.5%	-8.2%	-5.4%	9.0%	-10.8%	35.9%	34.4%	40.5%	82.9%	-14.9%	Aug '25
Bank of America (Financial)	52.66	0.06%	-0.9%	12.1%	-0.2%	1.2%	34.6%	28.0%	-3.7%	94.4%	44.6%	27.0%	93.0%	-7.5%	Jan '26
UnitedHealth (Health)	366.77	3.4%	3.7%	41.6%	26.5%	4.7%	-7.8%	-33.1%	12.0%	-20.9%	-0.5%	-21.3%	-21.7%	-39.2%	Nov '24
Johnson & Johnson (Health)	227.79	1.1%	0.7%	-5.3%	0.8%	23.5%	50.2%	47.5%	10.7%	52.2%	59.8%	50.1%	55.2%	-8.4%	Mar '26
Eli Lilly (Health)	874.00	0.7%	-5.2%	-0.5%	-14.5%	7.8%	-0.5%	40.2%	-18.5%	125.7%	404.2%	234.4%	177.0%	-21.1%	Nov '25
Union Pacific (Industrials)	267.74	-0.4%	7.4%	12.1%	15.2%	25.1%	27.7%	3.9%	16.3%	46.6%	33.5%	19.2%	51.2%	-1.3%	Apr '26
Honeywell (Industrials)	212.93	0.4%	-3.2%	-4.6%	-5.8%	7.3%	9.1%	-6.4%	9.7%	20.6%	11.8%	19.5%	40.8%	-14.2%	Mar '26
Nvidia (IT)	213.17	-1.6%	5.3%	27.3%	10.7%	3.0%	95.6%	38.9%	14.3%	668.9%	1294.5%	609.1%	1756.1%	-1.6%	Apr '26
Broadcom (IT)	399.83	-4.4%	-5.4%	33.0%	21.1%	4.0%	110.8%	50.6%	15.8%	564.1%	847.8%	552.1%	881.4%	-5.4%	Apr '26
Adobe (IT)	243.20	1.6%	-5.0%	3.6%	-16.6%	-28.0%	-34.4%	-21.3%	-30.5%	-35.6%	-52.9%	-56.9%	-15.0%	-61.7%	Feb '24
Oracle (IT)	165.96	-4.0%	-11.5%	19.2%	-1.5%	-39.3%	19.1%	18.1%	-14.3%	81.5%	134.0%	100.6%	171.7%	-49.1%	Sep '25
salesforce.com (IT)	181.32	0.6%	-4.5%	1.4%	-15.1%	-27.6%	-31.8%	-20.2%	-31.4%	-7.3%	-21.5%	-28.0%	29.3%	-50.2%	Dec '24
Linde PLC (Materials)	510.29	-0.09%	3.2%	3.9%	12.5%	19.0%	14.8%	3.2%	20.1%	43.6%	88.8%	59.7%	96.7%	-0.1%	Apr '26
Sherwin-Williams (Materials)	324.27	-3.5%	-3.2%	2.8%	-8.3%	-5.8%	-6.0%	-3.8%	0.3%	40.2%	24.0%	-0.6%	66.1%	-18.0%	Nov '24
American Tower (Real Estate)	178.40	1.8%	1.2%	6.3%	-0.6%	1.6%	-16.4%	-0.9%	2.6%	-3.2%	-17.1%	-28.5%	9.3%	-21.9%	Sep '24
Prologis Inc. (Real Estate)	141.53	1.1%	0.1%	9.8%	9.4%	16.4%	42.0%	25.1%	11.8%	24.3%	40.3%	-2.4%	57.2%	-2.5%	Apr '26
NextEra Energy (Utilities)	96.51	1.8%	7.2%	5.6%	10.2%	19.7%	47.8%	15.5%	21.0%	37.5%	42.2%	18.1%	46.5%	New Peak	Apr '26
Duke Energy (Utilities)	127.80	0.6%	2.0%	-1.7%	6.6%	4.6%	8.7%	12.7%	10.0%	45.3%	55.9%	45.7%	70.6%	-4.2%	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	15.89	-0.2%	-0.3%	3.1%	0.4%	1.7%	8.7%	9.4%	1.5%	21.6%	11.8%	10.0%	31.8%	-0.9%	Feb '26
Moderate-60% Stock	67.27	-0.4%	-0.3%	7.1%	1.4%	4.4%	19.8%	16.4%	4.0%	44.6%	37.1%	30.6%	65.8%	-0.7%	Apr '26
Mod Agg-80% Stock	53.39	-0.4%	-0.4%	8.9%	1.7%	5.8%	25.3%	19.6%	5.2%	57.3%	48.1%	39.8%	83.6%	-0.8%	Apr '26
Aggressive-90% Stock	32.53	-0.6%	-0.2%	11.2%	2.8%	8.0%	30.9%	20.9%	7.5%	60.7%	51.1%	41.3%	88.7%	-0.6%	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	76990.07	0.9%	-1.6%	16.1%	-9.0%	-30.0%	-18.3%	-6.3%	-12.0%	162.4%	43.8%	65.7%	301.9%	-38.3%	Oct '25
Ethereum	2311.29	1.0%	-2.7%	16.1%	-18.0%	-40.8%	28.5%	-11.0%	-22.1%	22.1%	-16.2%	-38.6%	78.5%	-52.2%	Aug '25
BNB	625.93	0.3%	-1.9%	2.1%	-27.8%	-43.5%	4.1%	23.1%	-27.5%	92.9%	4.4%	22.2%	131.0%	-52.2%	Oct '25
Solana	84.64	0.8%	-2.6%	2.0%	-28.0%	-56.5%	-42.2%	-34.2%	-32.0%	262.2%	99.3%	-50.3%	171.6%	-67.7%	Jan '25
Bitcoin ETF	43.27	-0.7%	-3.3%	15.7%	-9.1%	-31.0%	-20.2%	-6.4%	-12.8%	-	-	-	-	-39.3%	Oct '25
Grayscale Bitcoin (hi fee)	59.34	-0.7%	-3.3%	15.5%	-9.4%	-31.5%	-21.1%	-7.6%	-13.2%	300.1%	52.8%	91.7%	486.0%	-39.7%	Oct '25
Bloomberg Commodities	24.84	0.8%	2.1%	3.1%	11.2%	31.9%	39.8%	14.9%	27.2%	50.5%	77.3%	61.5%	40.0%	New Peak	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	4.94	0.04%	0.9%	-0.8%	1.9%	7.5%	6.4%	1.1%	2.1%	34.4%	113.9%	145.2%	27.3%	-3.1%	Oct '23
10yr Treasury rate	4.35	0.4%	1.4%	-1.9%	3.0%	7.3%	4.3%	-9.0%	4.6%	26.1%	165.5%	167.4%	11.6%	-12.7%	Oct '23
5yr Treasury rate	3.98	0.9%	1.7%	-2.1%	4.7%	7.7%	5.5%	-15.0%	7.0%	12.6%	359.4%	191.8%	-3.1%	-19.7%	Oct '23
13-week T-bill	3.59	0.00%	-0.1%	-0.5%	0.3%	-3.8%	-14.3%	-15.7%	1.2%	-27.1%	44775.0%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	99.33	-0.6%	6.9%	-0.3%	51.8%	64.2%	64.4%	-19.9%	73.0%	29.4%	52.8%	30.6%	13.8%	-12.1%	Apr '26
Gold	4608.00	0.4%	-2.6%	2.6%	-13.4%	15.7%	38.8%	64.5%	6.5%	131.5%	160.6%	156.1%	175.9%	-13.4%	Jan '26
USD/EUR	0.85	0.11%	0.0%	-1.5%	2.3%	-0.4%	-2.7%	-11.4%	0.3%	-	3.6%	-2.9%	-17.1%	-12.5%	Jan '25
USD/JPY	159.63	0.05%	0.1%	0.0%	4.3%	5.2%	12.2%	-0.4%	2.1%	-	46.6%	38.6%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	17.83	-1.1%	-5.8%	-42.6%	5.6%	5.4%	-26.2%	-13.8%	19.3%	13.0%	1.2%	7.4%	-46.9%	-65.9%	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	50.66	0%	0.0%	0.7%	0.5%	1.7%	4.9%	6.1%	0.8%	18.9%	18.6%	18.2%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.48	-0.12%	-0.1%	1.5%	0.3%	1.3%	5.6%	4.3%	0.8%	10.8%	6.4%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.53	-0.11%	-0.1%	1.8%	0.3%	1.7%	6.3%	8.8%	1.0%	13.8%	4.1%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	77.22	-0.08%	-0.3%	1.3%	0.2%	0.6%	4.5%	8.5%	0.2%	12.1%	2.6%	2.3%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.99	-0.11%	-0.2%	1.8%	0.9%	2.4%	9.0%	8.2%	1.5%	31.6%	36.0%	30.1%	36.8%	-0.2%	Apr '26
Int’l Bond- JPMorgan	48.16	-0.2%	-0.4%	2.1%	-0.9%	0.3%	4.6%	8.2%	0.1%	17.1%	14.3%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	75.11	0.2%	-0.6%	2.8%	-0.4%	-1.9%	5.6%	7.2%	0.4%	9.8%	-7.6%	-11.3%	25.3%	-2.6%	Oct '25
Long CA Muni- PIMCO	9.42	-0.2%	-0.2%	1.6%	0.0%	0.5%	4.9%	3.3%	0.3%	9.9%	2.1%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.42	-0.10%	0.0%	1.8%	0.0%	1.2%	6.2%	3.4%	0.7%	9.0%	3.4%	2.7%	14.6%	-1.2%	Feb '26

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BelowPeak Apr '26

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Russell 2000 (Small Cap)

BelowPeak Apr '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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