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S&P 500

Return

93.4%

[

21.1%

annualized]

Dec 30 2022 - Jun 12 2026

DJIA (Large Value)

Return

54.4%

[

13.4%

annualized]

Dec 30 2022 - Jun 12 2026

Russell 2000 (Small Cap)

Return

67.7%

[

16.2%

annualized]

Dec 30 2022 - Jun 12 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 12 12:50 PM EDT, next update at 01:00 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	7425.52	0.4%	0.6%	0.3%	11.3%	8.8%	22.8%	16.4%	8.5%	71.1%	74.8%	54.8%	107.6%	-2.4%	Jun '26
DJIA (Large Value)	51191.38	0.7%	0.6%	2.9%	9.7%	5.6%	19.1%	13.0%	6.5%	50.3%	48.5%	39.9%	75.2%	-0.7%	Jun '26
Russell 2000 (Small Cap)	2954.03	1.1%	4.3%	3.9%	18.7%	15.8%	38.0%	11.3%	19.0%	57.7%	26.5%	30.0%	75.0%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25869.87	0.2%	0.6%	-0.8%	15.9%	11.5%	31.6%	20.4%	11.3%	92.2%	83.9%	63.4%	148.3%	-4.5%	Jun '26
Aggregate Bond	98.75	-0.1%	0.6%	0.1%	0.1%	0.6%	4.1%	7.2%	0.2%	12.2%	-0.1%	0.6%	17.5%	-1.6%	Feb '26
Corp Bond	108.96	-0.11%	0.7%	0.4%	1.2%	0.8%	4.7%	7.9%	0.4%	15.7%	-1.5%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	79.96	0.03%	0.7%	0.1%	1.8%	1.7%	6.0%	8.6%	1.2%	27.3%	19.6%	17.8%	37.9%	-0.4%	May '26
Preferred	31.08	0.2%	0.5%	-1.6%	1.7%	2.0%	7.7%	4.9%	2.0%	21.1%	6.3%	3.2%	26.7%	-2.0%	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	52.21	1.9%	3.1%	0.1%	5.5%	16.7%	20.4%	9.9%	15.6%	39.5%	33.9%	27.2%	63.3%	-2.2%	Feb '26
Consumer Discretionary/Cyclical	115.79	-0.4%	0.8%	-2.1%	4.0%	-3.7%	9.2%	7.4%	-2.8%	44.7%	39.2%	14.1%	71.7%	-6.8%	Jan '26
Financial Services	53.26	1.2%	1.8%	3.3%	9.6%	-2.2%	6.0%	14.9%	-2.2%	68.7%	54.7%	45.0%	86.6%	-5.1%	Jan '26
Real Estate	98.46	0.9%	1.7%	1.8%	8.1%	12.3%	12.9%	3.3%	12.5%	34.4%	13.3%	1.1%	48.4%	NewNew Peak	Jun '26
Communication Services	111.93	-0.2%	0.2%	-3.4%	-2.6%	-3.3%	9.3%	23.1%	-4.6%	80.8%	47.5%	49.7%	144.1%	-6.5%	Jan '26
Energy	57.78	1.2%	0.2%	0.4%	1.1%	28.9%	37.8%	7.9%	30.1%	58.1%	150.7%	134.3%	62.3%	-7.6%	Mar '26
Industrials	176.24	0.6%	1.2%	1.1%	7.0%	13.1%	24.1%	19.3%	13.9%	78.7%	83.7%	79.4%	119.3%	-1.2%	Mar '26
Technology	185.05	1.0%	2.6%	5.6%	34.4%	29.1%	53.4%	24.6%	28.7%	122.8%	170.8%	117.8%	225.8%	-6.6%	Jun '26
Consumer Staples/Defensive	85.37	0.12%	2.3%	1.1%	1.9%	9.0%	7.0%	1.5%	10.5%	26.7%	37.2%	23.8%	38.5%	-4.6%	Feb '26
Healthcare	154.07	-0.02%	0.7%	5.6%	3.0%	0.8%	14.6%	14.5%	-0.1%	23.7%	34.0%	18.4%	33.9%	-3.4%	Feb '26
Utilities	44.34	0.7%	0.0%	-1.9%	-4.0%	5.0%	11.4%	16.0%	4.6%	46.6%	56.0%	42.2%	60.4%	-6.5%	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	156.46	0.4%	1.3%	1.2%	11.4%	11.3%	25.4%	22.4%	10.6%	73.2%	67.7%	57.9%	114.5%	-2.2%	Jun '26
MSCI Emerging Markets	67.99	0.7%	5.3%	3.3%	19.4%	27.1%	45.4%	34.0%	24.3%	81.9%	37.7%	52.4%	114.7%	-4.0%	Jun '26
FTSE Europe	89.64	0.2%	2.9%	2.9%	8.1%	9.9%	17.9%	35.8%	7.7%	60.2%	50.4%	49.1%	118.5%	-0.5%	Feb '26
MSCI Japan	92.80	0.7%	2.3%	0.8%	10.2%	14.7%	30.8%	25.9%	14.9%	60.9%	51.1%	53.2%	108.6%	-1.4%	Jun '26
MSCI India	48.42	1.3%	2.3%	1.9%	-0.2%	-8.9%	-11.6%	2.7%	-10.4%	15.4%	15.1%	4.9%	20.6%	-17.6%	Sep '24
MSCI China	54.71	0.7%	0.5%	-6.0%	-5.1%	-10.0%	0.2%	31.0%	-8.9%	29.0%	-25.0%	-3.3%	48.0%	-17.3%	Oct '25
International Bond	48.26	0.2%	0.5%	0.9%	0.8%	1.0%	1.7%	2.9%	0.8%	12.8%	1.4%	2.2%	18.3%	-1.3%	Feb '26
iShares Latin America	34.82	1.1%	5.1%	-3.2%	3.4%	13.5%	40.4%	52.7%	14.4%	50.2%	56.4%	98.1%	77.7%	-8.6%	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	681.55	0.5%	0.5%	0.4%	11.6%	9.4%	24.3%	17.8%	9.0%	78.0%	87.6%	64.9%	118.5%	-2.4%	Jun '26
US Large Growth	121.49	-0.07%	-1.0%	-1.5%	9.7%	3.6%	19.8%	19.8%	2.8%	91.7%	108.7%	75.0%	152.5%	-5.7%	Jun '26
US Large Value	242.35	1.1%	2.5%	3.5%	13.3%	15.4%	28.6%	15.7%	15.7%	65.8%	65.3%	56.4%	89.8%	NewNew Peak	Jun '26

US MidCap Blend	79.85	1.0%	1.7%	3.4%	10.9%	10.6%	22.2%	17.0%	10.5%	78.5%	80.7%	62.8%	110.6%	-0.4%	Jun '26
US MidCap Growth	297.67	0.9%	1.4%	3.5%	13.2%	5.6%	9.6%	10.7%	6.9%	52.7%	34.9%	22.1%	80.3%	-2.2%	Jun '26
US MidCap Value	198.82	1.0%	1.8%	3.2%	9.2%	11.7%	24.1%	12.1%	12.7%	57.9%	53.2%	45.6%	76.1%	NewNew Peak	Jun '26

US Small Blend	297.01	0.9%	3.1%	3.7%	14.3%	13.9%	29.0%	8.9%	15.6%	59.0%	40.4%	39.2%	80.7%	NewNew Peak	Jun '26
US Small Growth	382.53	1.2%	4.4%	3.8%	20.9%	15.2%	37.0%	12.9%	18.5%	62.7%	28.6%	32.8%	88.5%	-0.1%	Jun '26
US Small Value	218.77	1.4%	4.5%	4.4%	17.2%	17.7%	42.6%	12.4%	21.1%	64.0%	39.9%	41.3%	78.0%	NewNew Peak	Jun '26

Foreign Large Blend	105.10	0.4%	2.8%	1.9%	7.8%	10.9%	20.4%	31.6%	9.4%	58.3%	49.7%	50.2%	108.7%	-0.5%	Feb '26
Foreign Growth	123.61	0.10%	3.1%	2.7%	8.2%	9.5%	13.3%	20.7%	8.5%	36.3%	22.6%	20.0%	81.7%	-0.4%	Jun '26
Foreign Value	78.92	0.4%	2.6%	1.1%	7.6%	12.4%	27.6%	42.2%	10.5%	82.6%	79.3%	85.1%	137.4%	-1.3%	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	22.84		0.09%	-0.2%	-1.0%	0.6%	-0.5%	1.3%	3.6%	-0.2%	21.4%	27.5%	25.1%	30.9%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.61		0.04%	0.1%	0.0%	1.1%	2.1%	4.6%	5.2%	1.6%	20.8%	25.7%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.43		-0.02%	-0.1%	-1.0%	0.8%	-0.2%	3.8%	6.9%	-0.6%	23.0%	27.3%	26.1%	32.4%	-1.1%	May '26
Interval CEF- Cliffwater	10.44	p	EOD	0.1%	0.4%	1.7%	2.9%	7.4%	8.9%	2.4%	34.9%	58.3%	50.8%	44.0%	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	58.21		0.7%	1.1%	0.5%	11.8%	10.4%	24.1%	17.7%	9.3%	83.3%	106.8%	103.9%	125.2%	-1.6%	Jun '26
Int’l Min Volatility- Franklin	41.02		0.3%	2.3%	0.1%	3.4%	13.0%	29.4%	27.1%	11.8%	78.5%	108.1%	99.4%	114.1%	-1.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.97	p	EOD	4.3%	5.7%	21.8%	17.0%	28.1%	3.0%	19.4%	90.0%	118.7%	122.8%	129.1%	NewNew Peak	Jun '26
Small Value- Avantis	124.70		1.2%	4.2%	5.4%	17.1%	19.4%	39.9%	7.4%	22.6%	71.6%	72.7%	65.9%	90.4%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	64.01		0.8%	0.2%	1.5%	2.5%	5.8%	17.9%	9.0%	6.7%	45.6%	61.7%	47.5%	59.5%	-2.3%	Jun '26
Growth- S&P Momentum	152.94		1.6%	6.0%	5.9%	30.9%	29.1%	43.9%	26.6%	28.5%	186.1%	188.1%	149.7%	206.9%	-1.4%	Jun '26
Invesco S&P Quality	87.32		1.0%	2.8%	5.7%	15.1%	15.8%	24.3%	13.2%	16.8%	84.1%	97.1%	73.8%	129.0%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	66.60		0.5%	1.1%	0.9%	12.1%	10.3%	27.1%	20.0%	9.8%	95.7%	102.5%	85.6%	151.5%	-2.1%	Jun '26
US Min Volatility- Fidelity	69.21		0.3%	-0.4%	0.3%	5.0%	4.1%	12.9%	11.8%	4.1%	47.4%	58.7%	41.6%	72.8%	-1.7%	May '26
Derivative Income- JPMorgan	56.01		0.4%	0.9%	-0.1%	-0.5%	0.4%	6.8%	8.1%	0.5%	29.2%	42.2%	30.2%	48.6%	-4.5%	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	17.30	p	EOD	0.1%	-0.3%	5.8%	9.8%	12.3%	6.5%	9.4%	32.7%	41.4%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.71	p	EOD	-0.5%	-0.1%	2.2%	6.4%	13.6%	16.4%	5.0%	49.1%	73.5%	72.5%	54.1%	-1.4%	Jun '26
Long Short- AQR	20.87	p	EOD	-0.5%	0.2%	1.5%	0.0%	14.4%	34.4%	-1.4%	100.8%	170.6%	154.6%	142.8%	-2.0%	Dec '25
Mkt Neutral- BlackRock	16.29	p	EOD	-0.1%	2.6%	9.8%	13.3%	21.4%	18.3%	11.7%	79.1%	82.2%	88.9%	89.5%	-1.3%	Jun '26
Multi Strategy- Variant	25.99	p	EOD	0.1%	0.4%	1.7%	3.0%	7.0%	7.2%	2.6%	21.6%	45.3%	37.2%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.89		0.2%	-0.1%	-0.3%	5.6%	4.6%	13.8%	9.1%	4.2%	47.7%	60.2%	49.6%	65.4%	-1.3%	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)	361.44	1.0%	-1.9%	-6.7%	19.1%	16.9%	106.2%	66.0%	15.6%	194.7%	199.9%	151.3%	273.5%	-10.2%	May '26
Meta (Communications)	570.76	0.4%	-3.8%	-5.3%	-10.5%	-11.3%	-17.4%	13.1%	-13.5%	112.2%	73.7%	69.9%	351.2%	-27.6%	Aug '25
Amazon (Cyclical)	236.29	-2.2%	-4.0%	-11.1%	12.8%	4.5%	10.8%	5.2%	2.4%	86.7%	41.2%	38.7%	109.3%	-14.1%	May '26
Tesla (Cyclical)	398.74	-0.10%	2.0%	-8.0%	0.9%	-13.1%	25.0%	11.4%	-11.3%	59.6%	96.1%	-0.3%	83.5%	-18.6%	Dec '25
Procter & Gamble (Defensive)	149.35	0.7%	1.9%	3.8%	0.0%	6.1%	-5.8%	-12.3%	5.7%	11.0%	25.8%	2.8%	32.3%	-13.4%	Dec '24
PepsiCo (Defensive)	143.15	-0.4%	0.9%	-5.7%	-9.9%	-4.1%	11.3%	-1.8%	0.6%	-13.5%	12.4%	-5.3%	-5.3%	-19.2%	May '23
Coca-Cola (Defensive)	82.07	-0.6%	3.3%	2.6%	6.5%	17.2%	16.9%	15.6%	18.2%	49.1%	69.6%	57.0%	65.2%	-1.8%	Jun '26
Exxon Mobil (Energy)	147.58	0.7%	-1.6%	-1.4%	-3.2%	25.9%	38.8%	16.0%	24.3%	53.3%	185.3%	171.3%	69.8%	-13.3%	Mar '26
Chevron (Energy)	187.50	0.9%	0.1%	0.8%	-4.8%	26.2%	33.5%	10.1%	24.2%	34.0%	111.4%	86.6%	37.3%	-11.2%	Mar '26
JPMorgan Chase (Financial)	319.67	2.0%	2.3%	4.9%	13.6%	1.3%	21.5%	37.3%	0.2%	142.8%	126.3%	121.7%	235.4%	-4.0%	Jan '26
Visa (Financial)	323.98	1.5%	0.1%	-0.7%	5.9%	-6.5%	-12.1%	11.8%	-7.2%	46.6%	43.1%	51.4%	87.1%	-12.5%	Jun '25
Mastercard (Financial)	490.83	0.9%	-0.1%	-1.8%	-1.1%	-13.9%	-16.2%	9.0%	-13.7%	33.1%	38.3%	35.9%	76.8%	-17.7%	Aug '25
Bank of America (Financial)	55.67	0.9%	3.4%	9.6%	18.1%	1.5%	26.8%	28.0%	1.8%	104.9%	49.5%	34.2%	104.0%	-2.2%	Jan '26
UnitedHealth (Health)	409.23	0.9%	2.4%	3.2%	47.7%	20.6%	32.1%	-33.1%	24.9%	-11.9%	12.1%	-12.2%	-12.6%	-32.2%	Nov '24
Johnson & Johnson (Health)	239.72	0.6%	3.0%	6.9%	-1.0%	13.9%	55.9%	47.5%	16.5%	62.7%	66.3%	57.9%	63.3%	-3.6%	Mar '26
Eli Lilly (Health)	1146.65	-1.2%	1.3%	16.0%	17.5%	12.0%	42.2%	40.2%	7.1%	163.0%	436.4%	339.5%	264.0%	-1.2%	Jun '26
Union Pacific (Industrials)	273.14	1.8%	0.3%	2.8%	11.9%	14.4%	23.2%	3.9%	18.7%	46.1%	37.4%	21.6%	54.3%	-1.7%	May '26
Honeywell (Industrials)	223.88	2.2%	4.6%	3.0%	-3.6%	16.8%	7.4%	-6.4%	16.0%	27.6%	17.0%	26.4%	48.9%	-9.2%	Mar '26
Nvidia (IT)	204.87	0.00%	-0.1%	-7.2%	11.9%	17.1%	41.3%	38.9%	9.9%	419.3%	1051.9%	581.5%	1683.8%	-13.1%	May '26
Broadcom (IT)	380.98	-1.2%	-1.2%	-9.1%	13.6%	6.3%	50.0%	50.6%	10.3%	363.5%	794.6%	521.3%	835.1%	-20.9%	Jun '26
Adobe (IT)	204.37	-6.6%	-18.7%	-15.1%	-24.2%	-42.7%	-50.6%	-21.3%	-41.6%	-56.9%	-62.2%	-63.8%	-28.6%	-67.8%	Feb '24
Oracle (IT)	182.55	-0.8%	-14.6%	-2.3%	15.1%	-3.3%	-7.7%	18.1%	-5.8%	62.4%	135.6%	120.6%	198.9%	-44.0%	Sep '25
salesforce.com (IT)	165.04	-0.8%	-11.1%	-3.7%	-17.0%	-36.8%	-37.7%	-20.2%	-37.5%	-21.6%	-30.3%	-34.4%	17.7%	-54.7%	Dec '24
Linde PLC (Materials)	520.87	1.1%	2.6%	3.4%	6.2%	25.6%	11.8%	3.2%	22.6%	49.0%	90.8%	63.0%	100.8%	NewNew Peak	Jun '26
Sherwin-Williams (Materials)	321.00	1.3%	5.1%	3.0%	1.0%	-2.1%	-9.3%	-3.8%	-0.7%	34.2%	21.0%	-1.6%	64.4%	-18.8%	Nov '24
American Tower (Real Estate)	188.54	-0.4%	-2.9%	5.4%	5.9%	6.4%	-10.2%	-0.9%	8.5%	10.9%	-18.2%	-24.5%	15.5%	-17.5%	Sep '24
Prologis Inc. (Real Estate)	148.70	1.0%	2.9%	3.4%	13.6%	16.0%	41.9%	25.1%	17.4%	36.8%	37.4%	2.5%	65.2%	NewNew Peak	Jun '26
NextEra Energy (Utilities)	85.64	0.9%	-0.2%	-9.5%	-6.6%	5.6%	18.5%	15.5%	7.4%	25.6%	31.9%	4.8%	30.0%	-12.5%	Apr '26
Duke Energy (Utilities)	124.51	0.3%	0.2%	0.4%	-4.7%	9.9%	9.9%	12.7%	8.1%	52.9%	48.2%	43.2%	67.6%	-5.9%	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	16.06	p	EOD	0.6%	0.6%	2.7%	3.1%	8.0%	9.4%	2.6%	23.2%	11.7%	11.1%	33.2%	-0.5%	Jun '26
Moderate-60% Stock	69.13		0.3%	1.2%	0.9%	7.1%	7.4%	17.1%	16.4%	6.8%	47.2%	38.8%	34.2%	70.4%	-1.0%	Jun '26
Mod Agg-80% Stock	55.13	p	EOD	1.0%	0.6%	8.8%	9.4%	21.1%	19.6%	8.7%	59.0%	50.4%	44.3%	89.6%	-2.0%	Jun '26
Aggressive-90% Stock	33.85	p	EOD	1.7%	0.7%	11.7%	13.0%	26.5%	20.9%	11.8%	64.0%	54.9%	47.0%	96.4%	-2.0%	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	63904.26	0.5%	4.9%	-20.6%	-9.3%	-29.2%	-39.7%	-6.3%	-27.0%	146.7%	71.2%	37.6%	233.6%	-48.8%	Oct '25
Ethereum	1670.59	-0.10%	5.7%	-26.6%	-19.4%	-45.8%	-37.0%	-11.0%	-43.7%	-4.1%	-29.0%	-55.6%	29.0%	-65.4%	Aug '25
BNB	608.51	0.6%	6.4%	-8.4%	-6.7%	-31.0%	-7.3%	23.1%	-29.5%	163.4%	75.9%	18.8%	124.6%	-53.6%	Oct '25
Solana	67.89	1.6%	6.9%	-28.0%	-21.8%	-48.7%	-55.6%	-34.2%	-45.5%	346.7%	88.3%	-60.1%	117.8%	-74.1%	Jan '25
Bitcoin ETF	36.22	0.5%	6.1%	-20.9%	-9.3%	-29.2%	-40.3%	-6.4%	-27.0%	-	-	-	-	-49.2%	Oct '25
Grayscale Bitcoin (hi fee)	49.61	0.6%	6.0%	-21.0%	-9.6%	-29.7%	-41.1%	-7.6%	-27.4%	318.6%	78.4%	60.3%	389.9%	-49.6%	Oct '25
Bloomberg Commodities	23.37	-0.5%	-2.2%	-9.8%	-3.5%	20.5%	29.2%	14.9%	19.7%	46.9%	58.6%	51.9%	31.8%	-9.8%	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	4.97	0.4%	-0.6%	-1.2%	1.8%	2.3%	2.7%	1.1%	2.7%	27.2%	131.0%	146.6%	28.0%	-4.1%	May '26
10yr Treasury rate	4.48	0.4%	-1.2%	0.4%	4.9%	6.8%	2.8%	-9.0%	7.6%	19.0%	206.5%	175.2%	14.8%	-10.2%	Oct '23
5yr Treasury rate	4.21	0.4%	-1.7%	2.0%	8.3%	12.1%	6.2%	-15.0%	13.0%	7.4%	462.3%	208.1%	2.3%	-15.2%	Oct '23
13-week T-bill	3.62	-0.08%	-0.1%	0.5%	0.4%	2.7%	-15.0%	-15.7%	2.1%	-28.9%	20011.1%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	84.60	-3.5%	-6.6%	-17.2%	-11.6%	47.3%	24.3%	-19.9%	47.3%	26.0%	19.3%	11.2%	-3.1%	-25.1%	Apr '26
Gold	4239.60	3.7%	-2.2%	-9.4%	-17.1%	-1.4%	25.4%	64.5%	-2.0%	116.8%	125.8%	135.6%	153.8%	-20.3%	Jan '26
USD/EUR	0.86	0.01%	-0.4%	1.4%	-0.3%	1.4%	0.2%	-11.4%	1.5%	-7.0%	-	-1.8%	-16.1%	-11.5%	Jan '25
USD/JPY	160.24	0.08%	0.0%	1.6%	0.7%	3.0%	11.9%	-0.4%	2.4%	14.9%	-	39.2%	9.2%	-0.9%	Jul '24
S&P 500 Volatility Index	18.78	-3.4%	-12.7%	4.4%	-31.2%	19.3%	4.2%	-13.8%	25.6%	25.1%	20.0%	13.1%	-44.1%	-64.1%	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	50.53		-0.03%	-0.1%	0.0%	0.5%	1.3%	4.2%	6.1%	0.9%	19.1%	18.2%	18.3%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.31		-0.2%	-0.1%	0.1%	0.4%	1.1%	5.1%	4.3%	0.8%	11.3%	5.3%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.15		0.01%	0.8%	0.1%	0.2%	1.3%	6.1%	8.8%	0.6%	14.3%	3.7%	4.1%	21.1%	-1.6%	Feb '26
Interm Bond- Vanguard	76.47		-0.1%	0.6%	-0.2%	-0.3%	-0.1%	3.9%	8.5%	-0.4%	13.4%	0.4%	1.7%	19.4%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.1%	0.4%	2.6%	2.6%	7.5%	8.2%	2.1%	31.7%	34.4%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	48.22		0.2%	0.7%	0.7%	1.5%	1.3%	4.5%	8.2%	0.8%	18.5%	14.2%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	75.17		-0.1%	0.9%	0.9%	2.3%	1.3%	5.4%	7.2%	0.9%	13.5%	-10.4%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.0%	0.3%	0.8%	1.1%	5.3%	3.3%	0.7%	10.4%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.27		-0.10%	0.0%	0.3%	0.5%	1.1%	5.9%	3.4%	0.6%	9.5%	2.6%	2.6%	14.5%	-1.2%	Feb '26

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