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S&P 500

Return

92.3%

[

20.7%

annualized]

Dec 30 2022 - Jun 23 2026

DJIA (Large Value)

Return

56.1%

[

13.6%

annualized]

Dec 30 2022 - Jun 23 2026

Russell 2000 (Small Cap)

Return

69.3%

[

16.3%

annualized]

Dec 30 2022 - Jun 23 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 23 02:20 PM EDT, next update at 02:30 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	7384.19	-1.2%	-1.7%	-1.2%	12.2%	6.9%	22.6%	16.4%	7.9%	69.8%	74.1%	53.9%	106.4%	-3.0%	Jun '26
DJIA (Large Value)	51751.68	0.08%	-0.5%	2.3%	12.0%	6.8%	21.5%	13.0%	7.7%	53.4%	52.8%	41.5%	77.2%	-0.5%	Jun '26
Russell 2000 (Small Cap)	2982.66	-0.7%	1.5%	4.0%	19.6%	17.4%	39.9%	11.3%	20.2%	63.7%	29.5%	31.2%	76.7%	-0.7%	Jun '26
NASDAQ Comp (Tech/Growth)	25695.15	-1.8%	-2.6%	-2.5%	17.1%	9.1%	30.9%	20.4%	10.6%	90.4%	80.0%	62.3%	146.7%	-5.2%	Jun '26
Aggregate Bond	98.75	0.12%	-0.2%	0.3%	0.4%	0.2%	4.0%	7.2%	0.2%	12.0%	0.1%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.93	0.1%	-0.2%	0.5%	1.2%	0.3%	4.7%	7.9%	0.4%	15.1%	-1.4%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	79.89	-0.07%	-0.2%	0.0%	1.6%	1.2%	5.4%	8.6%	1.1%	28.0%	19.6%	17.7%	37.8%	-0.5%	May '26
Preferred	30.82	-0.06%	-1.2%	-1.3%	2.1%	0.8%	6.8%	4.9%	1.1%	21.0%	5.0%	2.4%	25.6%	-2.8%	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	50.98	-1.2%	-3.3%	1.4%	7.2%	11.9%	19.0%	9.9%	12.9%	35.0%	37.0%	24.2%	59.4%	-4.5%	Feb '26
Consumer Discretionary/Cyclical	114.11	-0.7%	-3.7%	-4.3%	3.6%	-6.4%	7.1%	7.4%	-4.2%	41.0%	34.7%	12.5%	69.2%	-8.2%	Jan '26
Financial Services	53.88	0.3%	-0.9%	3.7%	9.3%	-2.3%	7.3%	14.9%	-1.1%	71.9%	62.4%	46.7%	88.7%	-4.0%	Jan '26
Real Estate	98.00	1.5%	-0.1%	1.3%	10.7%	12.3%	11.8%	3.3%	11.9%	38.0%	14.9%	0.7%	47.7%	-0.5%	Jun '26
Communication Services	107.39	0.5%	-4.4%	-7.0%	-4.7%	-8.2%	4.4%	23.1%	-8.5%	72.9%	41.3%	43.6%	134.2%	-10.3%	Jan '26
Energy	54.44	0.7%	-1.7%	-8.5%	-8.7%	23.1%	29.6%	7.9%	22.6%	53.8%	137.4%	120.8%	52.9%	-13.0%	Mar '26
Industrials	178.59	-1.8%	-0.7%	4.0%	9.5%	14.1%	25.4%	19.3%	15.5%	80.1%	89.5%	81.7%	122.2%	-1.8%	Jun '26
Technology	184.92	-3.8%	-0.8%	2.5%	35.0%	26.9%	52.9%	24.6%	28.6%	123.4%	165.4%	117.7%	225.6%	-6.7%	Jun '26
Consumer Staples/Defensive	83.68	1.8%	-2.2%	-1.3%	3.1%	8.6%	4.9%	1.5%	8.3%	22.2%	37.8%	21.3%	35.8%	-6.5%	Feb '26
Healthcare	151.90	1.2%	-0.7%	1.3%	4.9%	-1.6%	16.4%	14.5%	-1.5%	20.5%	31.7%	16.7%	32.0%	-4.8%	Feb '26
Utilities	45.10	0.9%	0.1%	-0.5%	0.7%	6.6%	13.4%	16.0%	6.4%	50.8%	64.3%	44.7%	63.2%	-4.8%	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	154.72	-1.8%	-1.7%	-0.8%	11.5%	8.6%	25.0%	22.4%	9.4%	72.0%	67.0%	56.1%	112.1%	-3.3%	Jun '26
MSCI Emerging Markets	67.34	-5.4%	-1.9%	2.2%	17.5%	24.0%	46.2%	34.0%	23.1%	83.8%	38.3%	51.0%	112.7%	-5.4%	Jun '26
FTSE Europe	87.29	-1.1%	-3.0%	-1.3%	7.7%	4.9%	17.7%	35.8%	4.9%	57.3%	50.5%	45.2%	112.8%	-3.1%	Feb '26
MSCI Japan	92.82	-4.3%	-1.4%	1.3%	11.1%	14.4%	33.8%	25.9%	15.0%	65.4%	54.1%	53.2%	108.7%	-4.3%	Jun '26
MSCI India	49.12	-1.6%	-0.6%	1.5%	3.1%	-9.8%	-9.6%	2.7%	-9.1%	16.2%	19.3%	6.4%	22.3%	-16.4%	Sep '24
MSCI China	51.81	-2.0%	-4.3%	-6.7%	-6.8%	-14.6%	-3.1%	31.0%	-13.8%	25.8%	-28.3%	-8.5%	40.1%	-21.7%	Oct '25
International Bond	48.38	0.2%	0.1%	0.7%	1.2%	1.0%	2.0%	2.9%	1.0%	12.9%	2.1%	2.4%	18.6%	-1.0%	Feb '26
iShares Latin America	33.60	-1.1%	-2.0%	-3.8%	-0.8%	9.9%	37.5%	52.7%	10.4%	42.9%	50.8%	91.1%	71.5%	-11.8%	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	678.00	-1.2%	-1.7%	-1.1%	12.5%	7.5%	24.0%	17.8%	8.5%	76.6%	86.7%	64.0%	117.4%	-2.9%	Jun '26
US Large Growth	120.32	-1.2%	-2.5%	-3.7%	10.9%	0.5%	19.0%	19.8%	1.8%	88.8%	101.9%	73.3%	150.0%	-6.6%	Jun '26
US Large Value	241.05	-1.0%	-0.8%	2.0%	13.1%	14.3%	27.9%	15.7%	15.0%	65.6%	68.3%	55.6%	88.8%	-1.1%	Jun '26

US MidCap Blend	79.89	-0.7%	-0.9%	2.3%	11.2%	9.3%	21.9%	17.0%	10.5%	77.2%	81.6%	62.9%	110.7%	-1.1%	Jun '26
US MidCap Growth	301.17	-1.8%	-0.9%	3.4%	15.0%	6.2%	10.3%	10.7%	8.1%	55.2%	33.4%	23.6%	82.4%	-1.8%	Jun '26
US MidCap Value	197.45	0.3%	-0.9%	1.6%	8.4%	11.1%	23.3%	12.1%	11.9%	57.3%	57.1%	44.6%	74.8%	-0.9%	Jun '26

US Small Blend	295.58	-0.6%	-0.3%	2.2%	13.1%	12.9%	28.3%	8.9%	15.0%	61.5%	42.0%	38.6%	79.8%	-1.0%	Jun '26
US Small Growth	388.48	-1.4%	1.9%	4.3%	22.7%	16.9%	39.8%	12.9%	20.3%	69.3%	30.4%	34.9%	91.5%	-1.4%	Jun '26
US Small Value	217.65	-0.2%	0.7%	3.0%	16.2%	18.2%	41.9%	12.4%	20.4%	68.8%	42.9%	40.6%	77.1%	-0.3%	Jun '26

Foreign Large Blend	102.63	-1.9%	-1.6%	-1.3%	7.1%	6.6%	20.1%	31.6%	6.9%	56.5%	49.8%	46.6%	103.8%	-2.9%	Feb '26
Foreign Growth	122.02	-2.7%	-1.4%	0.4%	9.6%	6.6%	14.5%	20.7%	7.1%	37.1%	23.1%	18.4%	79.4%	-2.7%	Jun '26
Foreign Value	76.01	-1.0%	-1.8%	-3.4%	4.6%	6.3%	25.1%	42.2%	6.4%	76.9%	78.2%	78.3%	128.7%	-4.9%	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	22.83		-0.3%	-0.3%	-1.0%	0.8%	-0.5%	1.3%	3.6%	-0.2%	20.0%	27.4%	25.1%	30.8%	-1.2%	May '26
Ultra Short- Janus AAA CLO	50.64		-0.03%	0.0%	-0.1%	0.9%	1.9%	4.5%	5.2%	1.7%	20.6%	26.0%	25.4%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.33		-0.1%	-0.8%	-0.7%	-0.2%	-1.0%	3.2%	6.9%	-1.2%	21.9%	27.2%	25.5%	31.8%	-1.6%	May '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.5%	1.7%	2.8%	7.3%	8.9%	2.6%	34.5%	58.2%	51.1%	44.2%	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	58.13		-1.5%	-2.0%	0.0%	12.9%	8.4%	24.5%	17.7%	9.2%	82.5%	112.3%	103.6%	124.9%	-2.2%	Jun '26
Int’l Min Volatility- Franklin	40.63		-0.09%	-0.6%	-2.1%	3.6%	11.1%	30.0%	27.1%	10.8%	79.2%	108.6%	97.5%	112.1%	-2.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.82	p	EOD	-0.2%	5.0%	20.4%	16.5%	27.0%	3.0%	18.7%	93.9%	125.6%	121.7%	127.9%	-0.7%	Jun '26
Small Value- Avantis	122.37		-0.01%	0.0%	1.9%	13.1%	18.3%	37.9%	7.4%	20.3%	72.3%	75.2%	62.8%	86.9%	-1.6%	Jun '26
Mid Value- Pacer Cash Cows	61.91		0.7%	-2.7%	-3.8%	-0.3%	2.6%	15.7%	9.0%	3.2%	41.8%	61.1%	42.6%	54.3%	-5.5%	Jun '26
Growth- S&P Momentum	154.52		-4.4%	-0.1%	6.6%	34.9%	28.1%	43.5%	26.6%	29.9%	189.0%	182.5%	152.3%	210.0%	-4.4%	Jun '26
Invesco S&P Quality	87.05		-2.8%	-1.8%	2.8%	14.8%	15.0%	25.7%	13.2%	16.4%	82.9%	95.1%	73.2%	128.3%	-2.8%	Jun '26
Rotation Factor- BlackRock	66.79		-1.4%	-1.2%	0.2%	13.5%	9.0%	27.5%	20.0%	10.1%	96.4%	105.3%	86.1%	152.2%	-1.8%	Jun '26
US Min Volatility- Fidelity	67.91		0.3%	-2.5%	-3.3%	5.0%	1.6%	11.5%	11.8%	2.2%	43.7%	56.1%	39.0%	69.5%	-3.6%	May '26
Derivative Income- JPMorgan	55.90		-0.3%	-1.1%	-0.8%	0.3%	0.1%	7.2%	8.1%	0.3%	28.7%	42.2%	30.0%	48.4%	-4.6%	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	17.36	p	EOD	0.3%	0.2%	6.1%	9.6%	14.0%	6.5%	9.8%	32.1%	43.1%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.78	p	EOD	0.5%	0.4%	2.9%	5.7%	14.0%	16.4%	5.5%	47.5%	78.2%	73.3%	54.9%	-0.9%	Jun '26
Long Short- AQR	21.05	p	EOD	-0.3%	1.2%	2.6%	-1.1%	15.5%	34.4%	-0.5%	99.1%	186.8%	156.8%	144.9%	-1.1%	Dec '25
Mkt Neutral- BlackRock	16.47	p	EOD	-0.1%	3.4%	8.8%	12.4%	23.4%	18.3%	13.0%	77.4%	85.1%	91.0%	91.6%	-0.2%	Jun '26
Multi Strategy- Variant	25.96	p	EOD	0.0%	0.2%	1.3%	2.6%	6.7%	7.2%	2.4%	21.1%	44.7%	37.0%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.57		-0.4%	-0.2%	-0.1%	7.2%	4.6%	15.5%	9.1%	5.1%	49.0%	62.3%	51.0%	67.0%	-0.4%	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)	346.32	-1.0%	-7.2%	-9.6%	14.7%	10.2%	110.1%	66.0%	10.7%	185.4%	185.9%	140.8%	257.9%	-14.0%	May '26
Meta (Communications)	563.30	-0.10%	-6.1%	-7.7%	-6.7%	-15.2%	-19.2%	13.1%	-14.6%	96.6%	66.7%	67.7%	345.3%	-28.5%	Aug '25
Amazon (Cyclical)	235.60	1.2%	-4.2%	-11.5%	12.1%	1.5%	13.0%	5.2%	2.1%	82.2%	34.5%	38.3%	108.7%	-14.3%	May '26
Tesla (Cyclical)	380.90	-6.0%	-5.9%	-10.6%	0.0%	-21.6%	9.2%	11.4%	-15.3%	48.4%	74.0%	-4.8%	75.3%	-22.2%	Dec '25
Procter & Gamble (Defensive)	150.76	2.1%	-1.1%	4.4%	5.5%	6.8%	-3.7%	-12.3%	6.7%	9.8%	28.8%	3.8%	33.5%	-12.6%	Dec '24
PepsiCo (Defensive)	141.90	0.8%	-2.9%	-5.8%	-6.0%	-0.4%	13.1%	-1.8%	-0.2%	-16.2%	13.6%	-6.2%	-6.1%	-19.9%	May '23
Coca-Cola (Defensive)	80.15	0.8%	-0.2%	-1.6%	6.7%	15.5%	17.4%	15.6%	15.4%	42.1%	70.6%	53.4%	61.3%	-4.1%	Jun '26
Exxon Mobil (Energy)	140.05	1.1%	-1.3%	-9.6%	-12.5%	18.9%	29.3%	16.0%	18.0%	51.2%	161.9%	157.5%	61.2%	-17.8%	Mar '26
Chevron (Energy)	176.04	0.6%	-2.3%	-8.0%	-14.2%	18.1%	23.8%	10.1%	16.6%	30.8%	101.5%	75.2%	28.9%	-16.6%	Mar '26
JPMorgan Chase (Financial)	334.12	0.8%	0.9%	9.1%	15.8%	3.5%	22.4%	37.3%	4.7%	157.7%	150.9%	131.7%	250.6%	NewNew Peak	Jun '26
Visa (Financial)	329.74	1.0%	-1.0%	0.3%	8.5%	-6.3%	-3.3%	11.8%	-5.6%	47.0%	45.9%	54.1%	90.4%	-11.0%	Jun '25
Mastercard (Financial)	488.41	0.9%	-2.6%	-2.0%	-2.2%	-15.0%	-9.4%	9.0%	-14.2%	30.9%	34.0%	35.2%	76.0%	-18.1%	Aug '25
Bank of America (Financial)	57.74	0.6%	1.6%	11.5%	21.5%	3.7%	26.8%	28.0%	5.6%	123.1%	61.5%	39.2%	111.6%	NewNew Peak	Jun '26
UnitedHealth (Health)	408.90	0.5%	0.3%	5.3%	51.7%	26.9%	38.8%	-33.1%	24.8%	-9.4%	12.2%	-12.2%	-12.7%	-32.2%	Nov '24
Johnson & Johnson (Health)	237.48	2.7%	1.0%	1.9%	0.9%	16.0%	59.9%	47.5%	15.4%	55.7%	67.1%	56.5%	61.8%	-4.5%	Mar '26
Eli Lilly (Health)	1109.98	0.7%	-1.1%	4.2%	22.1%	3.9%	45.1%	40.2%	3.6%	147.1%	436.0%	325.5%	252.4%	-4.4%	Jun '26
Union Pacific (Industrials)	260.39	0.2%	-2.6%	-2.1%	9.2%	11.8%	17.3%	3.9%	13.2%	38.6%	32.4%	15.9%	47.1%	-6.3%	May '26
Honeywell (Industrials)	222.21	-2.6%	-3.2%	-2.5%	0.2%	14.9%	7.2%	-6.4%	15.1%	25.7%	21.8%	25.4%	47.8%	-9.9%	Mar '26
Nvidia (IT)	201.62	-3.4%	-2.8%	-6.4%	14.8%	6.6%	39.9%	38.9%	8.1%	378.0%	960.4%	570.7%	1655.5%	-14.5%	May '26
Broadcom (IT)	382.29	-2.5%	1.5%	-7.7%	18.5%	9.7%	51.5%	50.6%	10.7%	381.3%	798.4%	523.5%	838.3%	-20.6%	Jun '26
Adobe (IT)	198.00	1.6%	-4.5%	-19.1%	-20.0%	-43.8%	-47.9%	-21.3%	-43.4%	-59.2%	-65.5%	-64.9%	-30.8%	-68.8%	Feb '24
Oracle (IT)	165.76	-5.3%	-12.0%	-13.7%	7.8%	-14.6%	-19.1%	18.1%	-14.4%	44.7%	127.1%	100.3%	171.4%	-49.1%	Sep '25
salesforce.com (IT)	154.35	2.8%	-4.6%	-14.3%	-20.7%	-41.3%	-41.1%	-20.2%	-41.6%	-25.5%	-35.2%	-38.7%	10.1%	-57.6%	Dec '24
Linde PLC (Materials)	514.45	-0.4%	-0.7%	-0.6%	7.6%	21.4%	13.0%	3.2%	21.1%	43.8%	92.7%	61.0%	98.4%	-1.7%	Jun '26
Sherwin-Williams (Materials)	324.79	2.5%	0.7%	5.1%	3.5%	0.4%	-4.9%	-3.8%	0.5%	34.7%	24.9%	-0.4%	66.4%	-17.8%	Nov '24
American Tower (Real Estate)	179.15	1.5%	-2.9%	-2.6%	2.5%	4.7%	-16.8%	-0.9%	3.1%	6.0%	-21.5%	-28.2%	9.7%	-21.6%	Sep '24
Prologis Inc. (Real Estate)	145.60	1.2%	-0.4%	-0.2%	11.7%	14.9%	39.3%	25.1%	15.0%	36.1%	37.8%	0.4%	61.8%	-1.4%	Jun '26
NextEra Energy (Utilities)	86.54	0.5%	0.4%	-2.3%	-4.1%	9.2%	25.0%	15.5%	8.5%	26.6%	33.6%	5.9%	31.4%	-11.6%	Apr '26
Duke Energy (Utilities)	125.29	1.4%	-0.6%	-0.3%	-0.8%	9.1%	10.9%	12.7%	8.7%	56.7%	53.2%	44.1%	68.7%	-5.3%	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	0.0%	1.1%	3.9%	3.2%	8.8%	9.4%	3.2%	23.9%	12.8%	11.8%	33.9%	NewNew Peak	Jun '26
Moderate-60% Stock	68.86		-1.1%	-1.1%	0.1%	7.5%	6.1%	17.3%	16.4%	6.4%	46.7%	39.2%	33.7%	69.7%	-1.4%	Jun '26
Mod Agg-80% Stock	55.99	p	EOD	0.2%	1.6%	11.7%	9.8%	24.0%	19.6%	10.4%	62.2%	53.8%	46.6%	92.6%	-0.4%	Jun '26
Aggressive-90% Stock	34.56	p	EOD	0.6%	2.4%	14.9%	13.7%	29.8%	20.9%	14.2%	68.5%	59.2%	50.1%	100.5%	-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	62278.61	-2.6%	-5.1%	-17.5%	-12.2%	-28.8%	-41.0%	-6.3%	-28.8%	102.9%	84.7%	34.1%	225.1%	-50.1%	Oct '25
Ethereum	1656.48	-4.1%	-7.5%	-19.8%	-23.0%	-44.1%	-31.6%	-11.0%	-44.2%	-12.5%	-16.7%	-56.0%	27.9%	-65.7%	Aug '25
BNB	573.57	-2.8%	-5.1%	-11.7%	-10.2%	-32.0%	-10.6%	23.1%	-33.6%	134.5%	94.8%	12.0%	111.7%	-56.2%	Oct '25
Solana	68.79	-4.3%	-6.3%	-18.4%	-24.8%	-44.5%	-52.5%	-34.2%	-44.7%	301.1%	128.9%	-59.6%	120.7%	-73.7%	Jan '25
Bitcoin ETF	35.26	-3.4%	-5.1%	-17.9%	-11.9%	-29.0%	-39.9%	-6.4%	-29.0%	-	-	-	-	-50.5%	Oct '25
Grayscale Bitcoin (hi fee)	48.32	-3.3%	-5.1%	-17.9%	-12.2%	-29.5%	-40.6%	-7.6%	-29.3%	178.7%	92.5%	56.1%	377.2%	-50.9%	Oct '25
Bloomberg Commodities	22.50	-1.3%	-2.8%	-9.8%	-2.6%	13.3%	22.8%	14.9%	15.2%	38.0%	57.2%	46.2%	26.8%	-13.2%	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	4.95	-0.02%	0.4%	-2.3%	0.7%	2.4%	1.8%	1.1%	2.2%	29.4%	134.2%	145.3%	27.3%	-4.5%	May '26
10yr Treasury rate	4.49	-0.4%	1.5%	-1.4%	3.7%	7.8%	4.0%	-9.0%	7.9%	20.2%	202.2%	176.0%	15.1%	-9.9%	Oct '23
5yr Treasury rate	4.26	-0.7%	2.6%	0.0%	7.8%	14.0%	9.6%	-15.0%	14.4%	6.6%	383.7%	211.9%	3.5%	-14.2%	Oct '23
13-week T-bill	3.69	0.3%	1.7%	2.9%	2.2%	4.0%	-11.3%	-15.7%	4.0%	-28.2%	9125.0%	6862.3%	4.4%	-31.0%	Oct '23
Crude Oil	73.31	-2.0%	-3.6%	-24.1%	-16.8%	25.6%	7.0%	-19.9%	27.7%	6.0%	0.3%	-3.6%	-16.0%	-35.1%	Apr '26
Gold	4143.90	-0.9%	-4.3%	-8.3%	-5.9%	-7.6%	22.7%	64.5%	-4.2%	115.9%	132.5%	130.3%	148.1%	-22.1%	Jan '26
USD/EUR	0.88	0.4%	2.0%	1.9%	1.6%	3.4%	1.9%	-11.4%	3.2%	-	4.8%	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	161.57	0.01%	0.7%	1.5%	1.5%	3.0%	10.7%	-0.4%	3.3%	-	45.5%	40.3%	10.1%	NewNew Peak	Jul '24
S&P 500 Volatility Index	18.96	9.7%	15.5%	13.5%	-27.5%	35.4%	-4.4%	-13.8%	26.8%	41.1%	16.2%	14.2%	-43.5%	-63.8%	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		0.07%	-0.1%	0.0%	0.6%	1.1%	4.0%	6.1%	0.9%	19.1%	18.4%	18.3%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.50		0.02%	0.2%	1.0%	1.3%	1.4%	5.4%	4.3%	1.2%	11.2%	6.2%	5.6%	17.2%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.06		0.2%	-0.4%	0.2%	0.5%	0.5%	5.8%	8.8%	0.4%	14.2%	3.7%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	76.43		0.12%	-0.3%	0.2%	0.0%	-0.3%	3.5%	8.5%	-0.5%	13.3%	0.8%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	-0.1%	0.1%	2.2%	2.6%	7.5%	8.2%	2.2%	31.4%	35.1%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	48.22		-0.05%	-0.3%	0.6%	2.0%	0.9%	4.5%	8.2%	0.7%	18.5%	14.8%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	75.25		0.2%	0.0%	1.0%	2.2%	0.8%	5.9%	7.2%	1.0%	12.4%	-10.6%	-10.7%	26.1%	-2.0%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.0%	1.3%	1.6%	1.3%	5.4%	3.3%	0.9%	10.1%	1.7%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.47		-0.03%	0.1%	1.1%	1.3%	1.1%	6.3%	3.4%	1.0%	9.4%	3.5%	3.0%	14.9%	-0.9%	Feb '26

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