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S&P 500

Return

95.6%

[

21.4%

annualized]

Dec 30 2022 - Jun 16 2026

DJIA (Large Value)

Return

56.9%

[

13.9%

annualized]

Dec 30 2022 - Jun 16 2026

Russell 2000 (Small Cap)

Return

66.9%

[

15.9%

annualized]

Dec 30 2022 - Jun 16 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 16 04:40 PM EDT, next update at 04:50 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	7511.35	-0.6%	1.7%	1.4%	12.1%	10.5%	24.5%	16.4%	9.7%	70.3%	77.8%	56.6%	110.0%	-1.3%	Jun '26
DJIA (Large Value)	51999.67	0.6%	2.2%	5.0%	10.8%	8.1%	22.3%	13.0%	8.2%	51.6%	52.8%	42.1%	78.0%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2939.19	-0.9%	2.5%	5.2%	17.4%	16.7%	38.4%	11.3%	18.4%	56.7%	27.0%	29.3%	74.1%	-0.9%	Jun '26
NASDAQ Comp (Tech/Growth)	26376.34	-1.2%	2.7%	0.6%	17.9%	14.1%	33.9%	20.4%	13.5%	92.7%	87.9%	66.6%	153.2%	-2.6%	Jun '26
Aggregate Bond	98.97	0.12%	0.6%	1.0%	0.0%	0.5%	5.0%	7.2%	0.4%	12.4%	0.7%	0.9%	17.8%	-1.4%	Feb '26
Corp Bond	109.12	0.12%	0.7%	1.2%	1.2%	0.6%	5.7%	7.9%	0.5%	15.3%	-0.8%	-0.7%	25.9%	-1.2%	Feb '26
High Yield Bond	80.03	-0.01%	0.5%	0.7%	1.7%	1.7%	6.2%	8.6%	1.2%	27.0%	20.0%	17.9%	38.0%	-0.3%	May '26
Preferred	31.19	-0.4%	1.0%	-0.1%	2.4%	2.2%	8.5%	4.9%	2.3%	21.9%	6.9%	3.6%	27.1%	-1.7%	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	52.72	0.4%	3.8%	4.8%	7.2%	18.3%	22.0%	9.9%	16.8%	36.8%	38.7%	28.4%	64.9%	-1.2%	Feb '26
Consumer Discretionary/Cyclical	118.46	-0.09%	2.2%	1.7%	5.8%	-2.5%	11.6%	7.4%	-0.6%	45.9%	43.1%	16.8%	75.7%	-4.7%	Jan '26
Financial Services	54.35	1.5%	3.6%	6.4%	10.8%	0.3%	9.2%	14.9%	-0.3%	69.8%	59.4%	48.0%	90.4%	-3.1%	Jan '26
Real Estate	98.06	0.2%	0.4%	4.4%	6.6%	12.3%	13.4%	3.3%	12.0%	31.9%	14.4%	0.7%	47.8%	-0.5%	Jun '26
Communication Services	112.32	0.12%	0.8%	-3.2%	-2.3%	-3.1%	9.0%	23.1%	-4.3%	79.2%	49.2%	50.2%	144.9%	-6.2%	Jan '26
Energy	55.36	-0.3%	-3.5%	-6.9%	-3.8%	28.3%	30.1%	7.9%	24.6%	50.9%	138.0%	124.5%	55.5%	-11.5%	Mar '26
Industrials	179.85	0.7%	2.4%	4.9%	8.6%	16.0%	26.9%	19.3%	16.3%	78.3%	89.3%	83.0%	123.8%	NewNew Peak	Jun '26
Technology	186.44	-2.8%	3.1%	5.8%	34.5%	31.1%	54.3%	24.6%	29.7%	119.8%	173.2%	119.5%	228.2%	-5.9%	Jun '26
Consumer Staples/Defensive	85.59	0.13%	1.8%	1.1%	1.3%	9.4%	8.3%	1.5%	10.8%	24.4%	39.8%	24.1%	38.9%	-4.4%	Feb '26
Healthcare	152.94	0.03%	-1.1%	5.4%	1.7%	0.1%	14.7%	14.5%	-0.8%	21.6%	33.4%	17.5%	32.9%	-4.1%	Feb '26
Utilities	45.06	0.7%	2.5%	2.7%	-4.0%	6.2%	14.4%	16.0%	6.3%	46.7%	60.2%	44.5%	63.0%	-4.9%	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	157.34	-0.4%	1.8%	2.1%	11.2%	12.4%	26.5%	22.4%	11.2%	71.0%	69.6%	58.8%	115.7%	-1.6%	Jun '26
MSCI Emerging Markets	68.64	-1.6%	4.3%	5.5%	17.6%	29.6%	47.4%	34.0%	25.5%	79.5%	41.5%	53.9%	116.8%	-3.1%	Jun '26
FTSE Europe	90.01	0.2%	2.4%	4.9%	8.3%	9.9%	19.8%	35.8%	8.2%	57.1%	52.1%	49.7%	119.4%	-0.1%	Feb '26
MSCI Japan	94.12	0.06%	3.5%	3.3%	10.6%	16.4%	33.5%	25.9%	16.6%	61.9%	52.8%	55.4%	111.6%	NewNew Peak	Jun '26
MSCI India	49.41	0.3%	3.9%	3.0%	1.8%	-6.7%	-9.4%	2.7%	-8.6%	15.4%	19.3%	7.1%	23.0%	-15.9%	Sep '24
MSCI China	54.13	-1.5%	-0.3%	-4.4%	-7.8%	-9.3%	-0.4%	31.0%	-9.9%	21.9%	-23.6%	-4.4%	46.4%	-18.2%	Oct '25
International Bond	48.33	0.12%	0.7%	1.6%	0.7%	0.9%	2.2%	2.9%	0.9%	13.3%	2.0%	2.3%	18.5%	-1.1%	Feb '26
iShares Latin America	34.30	-0.3%	3.3%	-0.4%	0.5%	14.0%	36.9%	52.7%	12.6%	44.5%	55.3%	95.1%	75.0%	-10.0%	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	689.75	-0.6%	1.8%	1.5%	12.5%	11.2%	26.0%	17.8%	10.3%	77.2%	90.8%	66.9%	121.1%	-1.2%	Jun '26
US Large Growth	123.35	-0.8%	1.1%	-0.8%	11.3%	5.1%	21.3%	19.8%	4.3%	91.4%	112.0%	77.6%	156.4%	-4.2%	Jun '26
US Large Value	242.96	-0.3%	2.0%	4.6%	12.6%	16.5%	29.3%	15.7%	15.9%	63.6%	67.5%	56.8%	90.3%	-0.3%	Jun '26

US MidCap Blend	80.65	-0.2%	2.3%	5.4%	11.0%	12.5%	23.7%	17.0%	11.6%	77.1%	84.1%	64.5%	112.7%	-0.2%	Jun '26
US MidCap Growth	303.89	-0.5%	3.4%	6.4%	14.1%	8.4%	11.9%	10.7%	9.1%	53.2%	38.1%	24.7%	84.0%	-0.5%	Jun '26
US MidCap Value	199.25	0.01%	1.5%	4.5%	8.4%	12.9%	24.9%	12.1%	12.9%	55.0%	55.7%	45.9%	76.4%	NewNew Peak	Jun '26

US Small Blend	296.58	-0.6%	1.8%	5.2%	13.2%	15.0%	29.4%	8.9%	15.4%	57.3%	41.8%	39.0%	80.4%	-0.6%	Jun '26
US Small Growth	381.41	-1.2%	2.9%	5.3%	19.7%	16.5%	37.5%	12.9%	18.1%	61.9%	29.6%	32.4%	88.0%	-1.2%	Jun '26
US Small Value	216.20	-0.5%	1.9%	5.0%	15.2%	17.6%	42.1%	12.4%	19.6%	62.0%	39.0%	39.7%	75.9%	-1.0%	Jun '26

Foreign Large Blend	104.31	0.2%	1.4%	2.5%	6.3%	9.9%	20.6%	31.6%	8.6%	53.8%	49.0%	49.0%	107.2%	-1.3%	Feb '26
Foreign Growth	123.76	-0.05%	2.3%	4.7%	8.0%	9.4%	14.5%	20.7%	8.6%	34.0%	22.9%	20.1%	82.0%	-0.3%	Jun '26
Foreign Value	77.41	0.5%	0.1%	0.2%	4.7%	10.0%	26.2%	42.2%	8.4%	74.7%	76.9%	81.6%	132.9%	-3.2%	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	22.90		0.09%	0.0%	-0.8%	1.0%	-0.3%	1.7%	3.6%	0.1%	21.0%	27.8%	25.4%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.61		-0.02%	0.1%	0.0%	1.1%	2.0%	4.6%	5.2%	1.6%	20.7%	26.0%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.50		0.2%	0.1%	-0.5%	1.2%	0.1%	4.2%	6.9%	-0.3%	22.8%	27.8%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.44	p	EOD	0.1%	0.3%	1.6%	2.8%	7.3%	8.9%	2.4%	34.4%	58.2%	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	59.34		-0.2%	2.7%	2.5%	13.4%	12.9%	27.1%	17.7%	11.5%	84.3%	113.4%	107.9%	129.6%	-0.2%	Jun '26
Int’l Min Volatility- Franklin	40.85		0.05%	1.4%	-0.5%	2.0%	13.2%	29.4%	27.1%	11.4%	76.4%	105.7%	98.6%	113.2%	-1.9%	May '26
MidCap 30 - Hennessy (hi fee)	28.94	p	EOD	4.1%	7.4%	20.6%	18.0%	28.3%	3.0%	19.2%	92.2%	123.4%	122.6%	128.8%	-0.1%	Jun '26
Small Value- Avantis	122.41		-0.6%	1.1%	4.4%	14.6%	18.5%	37.9%	7.4%	20.3%	67.8%	71.4%	62.9%	86.9%	-1.6%	Jun '26
Mid Value- Pacer Cash Cows	63.65		-0.4%	0.0%	1.1%	1.7%	6.2%	17.5%	9.0%	6.1%	42.5%	64.2%	46.6%	58.6%	-2.8%	Jun '26
Growth- S&P Momentum	154.62		-2.0%	4.8%	7.8%	32.1%	30.9%	45.0%	26.6%	30.0%	187.4%	191.1%	152.4%	210.2%	-2.0%	Jun '26
Invesco S&P Quality	88.67		-0.03%	3.6%	7.4%	16.1%	18.2%	27.4%	13.2%	18.6%	83.8%	101.5%	76.4%	132.5%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.61		-0.5%	2.6%	2.0%	13.2%	12.3%	29.1%	20.0%	11.5%	95.7%	107.7%	88.4%	155.3%	-0.6%	Jun '26
US Min Volatility- Fidelity	69.62		-0.04%	0.7%	0.5%	5.3%	5.3%	14.1%	11.8%	4.7%	46.0%	60.6%	42.5%	73.8%	-1.2%	May '26
Derivative Income- JPMorgan	56.55		0.3%	1.3%	1.2%	-0.3%	1.8%	8.2%	8.1%	1.5%	29.7%	44.0%	31.5%	50.1%	-3.5%	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	17.34	p	EOD	0.2%	-0.6%	6.2%	9.6%	12.5%	6.5%	9.7%	31.5%	42.1%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.78	p	EOD	0.3%	0.3%	2.9%	6.9%	13.8%	16.4%	5.5%	48.1%	76.6%	73.3%	54.9%	-0.9%	Jun '26
Long Short- AQR	21.15	p	EOD	1.2%	1.6%	3.3%	1.3%	15.5%	34.4%	0.0%	101.0%	180.1%	158.1%	146.1%	-0.7%	Dec '25
Mkt Neutral- BlackRock	16.50	p	EOD	1.6%	3.7%	10.8%	14.2%	23.7%	18.3%	13.2%	80.1%	85.6%	91.3%	92.0%	-0.1%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.0%	0.3%	1.5%	2.9%	6.9%	7.2%	2.5%	21.4%	45.0%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	74.75		0.03%	1.8%	0.7%	6.8%	5.8%	15.5%	9.1%	5.4%	48.1%	62.4%	51.4%	67.4%	-0.2%	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)	373.25	1.1%	2.5%	-5.9%	22.2%	21.8%	111.6%	66.0%	19.3%	204.7%	211.6%	159.6%	285.7%	-7.3%	May '26
Meta (Communications)	600.21	1.1%	2.7%	-2.3%	-4.3%	-8.6%	-14.3%	13.1%	-9.0%	115.3%	82.7%	78.7%	374.4%	-23.8%	Aug '25
Amazon (Cyclical)	246.00	-0.01%	0.7%	-6.9%	16.2%	10.5%	13.8%	5.2%	6.6%	96.0%	44.1%	44.4%	117.9%	-10.5%	May '26
Tesla (Cyclical)	404.66	-1.6%	2.0%	-4.2%	2.3%	-17.4%	22.9%	11.4%	-10.0%	55.3%	100.7%	1.2%	86.3%	-17.4%	Dec '25
Procter & Gamble (Defensive)	152.49	1.3%	2.6%	7.7%	1.0%	6.6%	-2.5%	-12.3%	8.0%	10.2%	30.4%	5.0%	35.1%	-11.6%	Dec '24
PepsiCo (Defensive)	146.12	-0.09%	2.3%	-2.0%	-7.4%	-2.0%	14.4%	-1.8%	2.7%	-13.7%	15.2%	-3.4%	-3.3%	-17.6%	May '23
Coca-Cola (Defensive)	80.28	-0.8%	-1.3%	-0.7%	3.2%	14.9%	16.3%	15.6%	15.6%	41.3%	69.2%	53.6%	61.6%	-4.0%	Jun '26
Exxon Mobil (Energy)	141.86	0.7%	-4.7%	-10.2%	-9.2%	25.4%	30.1%	16.0%	19.5%	49.2%	166.0%	160.8%	63.2%	-16.7%	Mar '26
Chevron (Energy)	180.11	-0.2%	-3.6%	-4.9%	-8.5%	23.9%	27.3%	10.1%	19.3%	28.8%	99.8%	79.2%	31.9%	-14.7%	Mar '26
JPMorgan Chase (Financial)	331.14	3.7%	5.9%	11.2%	16.3%	6.0%	24.9%	37.3%	3.8%	147.5%	140.4%	129.7%	247.4%	-0.5%	Jan '26
Visa (Financial)	333.12	2.9%	2.5%	2.3%	7.6%	-3.1%	-5.5%	11.8%	-4.6%	48.9%	50.6%	55.7%	92.4%	-10.1%	Jun '25
Mastercard (Financial)	501.33	2.2%	1.2%	1.4%	-1.2%	-11.1%	-11.3%	9.0%	-11.9%	35.5%	41.9%	38.8%	80.6%	-15.9%	Aug '25
Bank of America (Financial)	56.84	1.7%	4.4%	14.2%	20.8%	4.3%	30.1%	28.0%	3.9%	108.8%	53.6%	37.0%	108.3%	-0.2%	Jan '26
UnitedHealth (Health)	407.65	-0.8%	-1.3%	3.5%	42.8%	22.9%	35.3%	-33.1%	24.4%	-6.1%	11.8%	-12.5%	-12.9%	-32.4%	Nov '24
Johnson & Johnson (Health)	235.18	-0.2%	-0.8%	3.7%	-3.3%	13.0%	54.4%	47.5%	14.2%	55.4%	63.7%	55.0%	60.2%	-5.4%	Mar '26
Eli Lilly (Health)	1122.50	-0.6%	-1.9%	11.7%	13.7%	6.8%	40.0%	40.2%	4.8%	156.1%	433.0%	330.3%	256.3%	-3.3%	Jun '26
Union Pacific (Industrials)	267.45	0.05%	-1.4%	-1.1%	10.4%	14.0%	21.1%	3.9%	16.2%	39.0%	34.1%	19.1%	51.1%	-3.8%	May '26
Honeywell (Industrials)	229.49	0.9%	6.4%	7.6%	-1.6%	17.0%	11.0%	-6.4%	18.9%	28.0%	23.3%	29.5%	52.6%	-7.0%	Mar '26
Nvidia (IT)	207.41	-2.4%	-0.4%	-7.9%	13.2%	16.7%	43.4%	38.9%	11.2%	386.2%	1067.2%	590.0%	1705.9%	-12.0%	May '26
Broadcom (IT)	376.71	-4.4%	-3.9%	-11.4%	16.2%	10.8%	50.6%	50.6%	9.1%	351.6%	794.0%	514.4%	824.6%	-21.8%	Jun '26
Adobe (IT)	207.32	0.5%	-12.8%	-16.3%	-17.7%	-40.4%	-48.4%	-21.3%	-40.8%	-58.1%	-61.8%	-63.3%	-27.5%	-67.3%	Feb '24
Oracle (IT)	188.33	-2.2%	-8.5%	-2.4%	21.2%	0.4%	-9.9%	18.1%	-2.8%	55.5%	161.4%	127.6%	208.3%	-42.2%	Sep '25
salesforce.com (IT)	161.71	-1.7%	-7.5%	-6.8%	-18.3%	-36.3%	-38.3%	-20.2%	-38.8%	-22.5%	-32.3%	-35.8%	15.3%	-55.6%	Dec '24
Linde PLC (Materials)	518.17	-0.6%	0.5%	2.4%	4.2%	22.8%	12.2%	3.2%	21.9%	43.0%	90.9%	62.1%	99.8%	-1.0%	Jun '26
Sherwin-Williams (Materials)	322.44	0.7%	3.8%	7.4%	-0.1%	-1.4%	-3.3%	-3.8%	-0.3%	33.2%	25.3%	-1.2%	65.2%	-18.4%	Nov '24
American Tower (Real Estate)	184.47	-0.7%	-2.4%	8.1%	0.9%	5.0%	-11.7%	-0.9%	6.1%	5.2%	-19.5%	-26.1%	13.0%	-19.3%	Sep '24
Prologis Inc. (Real Estate)	146.12	-1.6%	-0.9%	4.0%	9.9%	15.4%	41.5%	25.1%	15.4%	30.2%	38.0%	0.7%	62.3%	-1.8%	Jun '26
NextEra Energy (Utilities)	86.23	0.13%	1.7%	-7.6%	-7.1%	6.8%	19.4%	15.5%	8.1%	23.7%	33.2%	5.6%	30.9%	-11.9%	Apr '26
Duke Energy (Utilities)	126.06	0.6%	1.8%	4.2%	-4.7%	10.9%	13.1%	12.7%	9.4%	53.5%	50.2%	45.0%	69.7%	-4.7%	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	16.15	p	EOD	1.1%	1.8%	3.0%	3.6%	9.1%	9.4%	3.2%	23.5%	12.9%	11.8%	33.9%	NewNew Peak	Jun '26
Moderate-60% Stock	69.65		-0.2%	1.7%	2.2%	7.3%	8.4%	18.6%	16.4%	7.7%	46.5%	40.5%	35.2%	71.7%	-0.3%	Jun '26
Mod Agg-80% Stock	56.09	p	EOD	2.4%	3.0%	10.0%	11.6%	23.8%	19.6%	10.6%	59.5%	53.9%	46.8%	92.9%	-0.3%	Jun '26
Aggressive-90% Stock	34.53	p	EOD	3.0%	3.5%	13.1%	15.7%	29.4%	20.9%	14.1%	64.8%	59.1%	50.0%	100.3%	-0.1%	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	65749.99	-0.8%	6.7%	-16.8%	-12.2%	-25.2%	-38.4%	-6.3%	-24.9%	149.7%	71.5%	41.5%	243.2%	-47.3%	Oct '25
Ethereum	1795.62	0.04%	9.6%	-19.2%	-23.6%	-39.4%	-29.3%	-11.0%	-39.5%	4.6%	-24.2%	-52.3%	38.7%	-62.8%	Aug '25
BNB	607.61	-1.6%	2.5%	-9.6%	-10.6%	-30.6%	-6.7%	23.1%	-29.6%	154.1%	75.1%	18.6%	124.2%	-53.6%	Oct '25
Solana	74.14	0.2%	14.1%	-16.9%	-23.0%	-42.6%	-50.9%	-34.2%	-40.4%	384.3%	86.7%	-56.5%	137.9%	-71.7%	Jan '25
Bitcoin ETF	37.17	-1.5%	5.8%	-17.1%	-11.4%	-25.2%	-39.9%	-6.4%	-25.1%	-	-	-	-	-47.9%	Oct '25
Grayscale Bitcoin (hi fee)	50.91	-1.4%	5.8%	-17.1%	-11.7%	-25.7%	-40.6%	-7.6%	-25.5%	272.7%	75.8%	64.5%	402.7%	-48.3%	Oct '25
Bloomberg Commodities	23.14	-0.5%	-2.1%	-8.8%	-2.4%	20.7%	25.3%	14.9%	18.5%	38.4%	60.6%	50.4%	30.5%	-10.7%	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	4.93	-0.9%	-1.7%	-3.9%	1.4%	2.2%	-0.5%	1.1%	1.8%	27.8%	123.1%	144.4%	26.9%	-4.9%	May '26
10yr Treasury rate	4.43	-0.9%	-2.2%	-3.6%	4.9%	6.7%	-0.5%	-9.0%	6.4%	17.5%	182.2%	172.0%	13.5%	-11.2%	Oct '23
5yr Treasury rate	4.15	-0.9%	-2.4%	-2.5%	9.2%	12.4%	2.9%	-15.0%	11.5%	4.0%	370.6%	204.1%	0.9%	-16.3%	Oct '23
13-week T-bill	3.63	0.3%	-0.1%	1.2%	0.7%	2.4%	-14.5%	-15.7%	2.3%	-28.3%	12864.3%	6749.1%	2.7%	-32.1%	Oct '23
Crude Oil	75.87	-6.0%	-14.0%	-28.0%	-18.9%	37.3%	5.7%	-19.9%	32.1%	5.7%	5.2%	-0.3%	-13.1%	-32.8%	Apr '26
Gold	4354.40	0.6%	2.2%	-4.4%	-12.8%	1.2%	28.2%	64.5%	0.7%	122.3%	134.2%	142.0%	160.7%	-18.1%	Jan '26
USD/EUR	0.86	-0.2%	-0.7%	0.2%	-1.5%	1.2%	-0.5%	-11.4%	1.2%	-	3.3%	-2.1%	-16.4%	-11.8%	Jan '25
USD/JPY	160.47	0.2%	0.1%	1.1%	0.6%	3.5%	10.9%	-0.4%	2.6%	-	44.9%	39.4%	9.4%	-0.7%	Jul '24
S&P 500 Volatility Index	16.41	1.3%	-17.4%	-11.0%	-30.2%	-0.4%	-14.1%	-13.8%	9.8%	21.2%	-9.6%	-1.1%	-51.1%	-68.6%	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	50.60		0.08%	0.3%	0.3%	0.6%	1.3%	4.5%	6.1%	1.1%	19.4%	18.6%	18.5%	23.8%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.40		0.04%	-0.1%	0.9%	0.3%	1.2%	5.4%	4.3%	1.0%	11.2%	5.7%	5.3%	17.0%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.25		0.2%	0.9%	1.1%	0.0%	1.1%	6.9%	8.8%	0.8%	14.6%	4.3%	4.3%	21.3%	-1.4%	Feb '26
Interm Bond- Vanguard	76.68		0.2%	0.7%	0.8%	-0.3%	-0.1%	4.7%	8.5%	-0.2%	13.8%	1.5%	2.0%	19.7%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.1%	0.7%	2.6%	2.7%	7.7%	8.2%	2.2%	31.7%	34.8%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	48.38		0.12%	1.0%	1.5%	1.9%	1.4%	5.1%	8.2%	1.1%	18.9%	14.8%	15.0%	29.2%	-0.8%	Feb '26
Long Bond- Vanguard	75.29		0.2%	0.9%	2.0%	2.3%	1.0%	6.9%	7.2%	1.0%	12.5%	-9.7%	-10.7%	26.1%	-2.0%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.0%	1.1%	0.7%	1.1%	5.5%	3.3%	0.8%	10.2%	1.3%	1.0%	16.0%	-0.8%	Feb '26
Long Muni- iShares	57.40		0.03%	0.1%	1.1%	0.3%	1.2%	6.4%	3.4%	0.9%	9.5%	3.2%	2.9%	14.8%	-1.0%	Feb '26

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