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S&P 500

NewNew Peak

Return

95.4%

[

22.0%

annualized]

Dec 30 2022 - May 14 2026

DJIA (Large Value)

-0.2%

BelowPeak Feb '26

Return

51.0%

[

13.0%

annualized]

Dec 30 2022 - May 14 2026

Russell 2000 (Small Cap)

-0.8%

BelowPeak May '26

Return

62.6%

[

15.5%

annualized]

Dec 30 2022 - May 14 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 May 14 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	7501.24	0.8%	1.4%	6.8%	9.7%	11.4%	26.8%	16.4%	9.6%	81.4%	79.7%	56.4%	109.7%	NewNew Peak	May '26
DJIA (Large Value)	50063.46	0.7%	0.9%	3.3%	1.1%	6.2%	18.3%	13.0%	4.2%	50.1%	45.6%	36.8%	71.4%	-0.2%	Feb '26
Russell 2000 (Small Cap)	2863.09	0.7%	0.1%	5.5%	8.2%	19.9%	36.7%	11.3%	15.4%	62.5%	28.7%	26.0%	69.6%	-0.8%	May '26
NASDAQ Comp (Tech/Growth)	26635.22	0.9%	1.5%	10.9%	18.1%	16.3%	39.4%	20.4%	14.6%	115.4%	98.3%	68.2%	155.7%	NewNew Peak	May '26
Aggregate Bond	98.64	-0.03%	-0.5%	-0.7%	-1.4%	0.6%	5.1%	7.2%	0.1%	11.2%	0.8%	0.5%	17.4%	-1.8%	Feb '26
Corp Bond	108.55	-0.06%	-0.6%	-0.9%	-1.6%	0.7%	6.2%	7.9%	0.0%	15.0%	0.3%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	79.85	-0.08%	-0.4%	-0.2%	0.3%	2.5%	6.7%	8.6%	1.0%	28.2%	20.4%	17.6%	37.7%	-0.5%	Apr '26
Preferred	31.60	0.06%	-0.4%	1.2%	0.7%	4.7%	9.7%	4.9%	3.7%	27.9%	10.4%	4.9%	28.8%	-0.4%	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	51.67	-0.7%	0.2%	0.6%	-2.6%	20.2%	22.3%	9.9%	14.4%	39.1%	29.8%	25.9%	61.6%	-3.2%	Feb '26
Consumer Discretionary/Cyclical	118.67	-0.04%	-1.3%	0.4%	2.3%	3.2%	10.9%	7.4%	-0.4%	64.3%	44.7%	17.0%	76.0%	-4.5%	Jan '26
Financial Services	51.29	0.6%	0.1%	-1.7%	-0.2%	-1.4%	1.6%	14.9%	-5.9%	67.4%	47.7%	39.7%	79.7%	-8.6%	Jan '26
Real Estate	95.32	-0.6%	-1.3%	1.1%	1.8%	8.5%	11.1%	3.3%	8.9%	31.4%	18.7%	-2.1%	43.7%	-1.8%	May '26
Communication Services	117.11	0.3%	0.1%	-0.2%	2.5%	5.9%	17.3%	23.1%	-0.2%	101.7%	59.8%	56.6%	155.4%	-2.2%	Jan '26
Energy	58.07	0.8%	4.3%	4.1%	7.5%	28.1%	40.0%	7.9%	30.7%	62.2%	160.9%	135.5%	63.1%	-7.2%	Mar '26
Industrials	174.51	0.5%	0.8%	1.9%	0.5%	15.5%	24.4%	19.3%	12.8%	84.4%	79.8%	77.6%	117.2%	-2.2%	Mar '26
Technology	179.50	1.5%	2.3%	19.4%	28.8%	24.9%	54.0%	24.6%	24.8%	140.8%	174.3%	111.3%	216.0%	NewNew Peak	May '26
Consumer Staples/Defensive	84.98	0.3%	1.0%	4.8%	-4.5%	11.5%	7.6%	1.5%	10.0%	19.8%	36.6%	23.2%	37.9%	-5.1%	Feb '26
Healthcare	146.63	-0.05%	2.2%	-0.8%	-6.6%	-2.6%	14.4%	14.5%	-4.9%	16.8%	28.7%	12.7%	27.4%	-8.1%	Feb '26
Utilities	44.90	0.5%	0.4%	-2.4%	-2.8%	2.6%	14.0%	16.0%	5.9%	44.4%	58.5%	44.0%	62.5%	-5.3%	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	156.65	0.5%	0.8%	5.3%	7.3%	12.8%	29.0%	22.4%	10.7%	79.0%	72.7%	58.1%	114.8%	NewNew Peak	May '26
MSCI Emerging Markets	67.38	0.3%	-0.8%	8.3%	10.2%	24.4%	49.1%	34.0%	23.2%	84.9%	43.1%	51.1%	112.8%	-0.8%	May '26
FTSE Europe	87.47	-0.1%	-0.7%	-0.6%	-0.9%	9.4%	20.1%	35.8%	5.1%	53.3%	51.6%	45.5%	113.2%	-2.9%	Feb '26
MSCI Japan	92.06	-1.1%	-0.2%	3.4%	-1.9%	13.8%	33.2%	25.9%	14.0%	66.2%	55.2%	52.0%	107.0%	-2.0%	Feb '26
MSCI India	48.36	0.8%	-3.0%	-3.2%	-8.6%	-11.5%	-11.7%	2.7%	-10.5%	17.2%	22.6%	4.8%	20.4%	-17.7%	Sep '24
MSCI China	58.10	-2.8%	-0.4%	0.1%	-3.7%	-7.4%	8.8%	31.0%	-3.3%	30.8%	-16.9%	2.7%	57.1%	-12.2%	Oct '25
International Bond	47.97	0.1%	-0.4%	-0.1%	-1.1%	0.0%	2.2%	2.9%	0.2%	12.0%	1.9%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	35.39	0.3%	-2.9%	-6.3%	-2.4%	18.8%	42.7%	52.7%	16.2%	60.7%	69.1%	101.3%	80.6%	-7.1%	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	687.73	0.8%	1.4%	6.9%	10.1%	12.0%	28.2%	17.8%	10.0%	88.7%	92.8%	66.4%	120.5%	NewNew Peak	May '26
US Large Growth	125.89	1.3%	1.9%	7.4%	12.7%	7.5%	27.7%	19.8%	6.5%	114.6%	125.6%	81.3%	161.6%	NewNew Peak	May '26
US Large Value	235.17	0.2%	0.5%	5.0%	5.5%	15.8%	26.5%	15.7%	12.2%	64.8%	61.2%	51.8%	84.2%	NewNew Peak	May '26

US MidCap Blend	77.52	0.6%	0.5%	2.7%	3.0%	10.2%	20.0%	17.0%	7.2%	79.1%	80.7%	58.1%	104.4%	-0.9%	May '26
US MidCap Growth	289.44	0.7%	0.3%	4.1%	6.0%	3.8%	8.4%	10.7%	3.9%	54.9%	38.2%	18.8%	75.3%	-2.6%	Oct '25
US MidCap Value	192.90	0.5%	0.6%	1.7%	0.8%	12.1%	21.2%	12.1%	9.3%	56.7%	49.9%	41.3%	70.8%	-0.9%	Apr '26

US Small Blend	287.01	0.5%	-0.4%	3.1%	4.3%	15.7%	25.3%	8.9%	11.7%	61.4%	40.7%	34.6%	74.6%	-1.3%	May '26
US Small Growth	372.24	0.8%	0.9%	7.0%	11.2%	19.6%	37.5%	12.9%	15.3%	68.2%	32.7%	29.2%	83.5%	-0.5%	May '26
US Small Value	209.98	0.4%	-0.8%	4.0%	5.3%	21.2%	38.7%	12.4%	16.2%	68.4%	39.8%	35.7%	70.9%	-1.3%	May '26

Foreign Large Blend	103.46	-0.4%	-0.5%	0.1%	-0.7%	10.6%	23.1%	31.6%	7.7%	54.7%	52.1%	47.8%	105.5%	-2.1%	Feb '26
Foreign Growth	120.72	-0.6%	-1.5%	0.2%	-1.0%	6.9%	15.0%	20.7%	6.0%	32.7%	25.5%	17.2%	77.5%	-2.2%	Feb '26
Foreign Value	78.38	-0.2%	0.4%	0.2%	-0.3%	14.1%	31.5%	42.2%	9.8%	79.5%	81.3%	83.9%	135.8%	-2.0%	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	23.10	-0.02%	0.2%	1.2%	1.8%	0.9%	2.9%	3.6%	1.0%	24.1%	29.8%	26.5%	32.3%	NewNew Peak	May '26
Ultra Short- Janus AAA CLO	50.64	0.02%	0.1%	0.5%	1.0%	2.5%	5.3%	5.2%	1.7%	21.7%	26.2%	25.4%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.66	0.05%	0.0%	1.1%	1.7%	1.8%	5.4%	6.9%	0.5%	25.5%	29.5%	27.5%	33.9%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.40	0%	0.1%	0.7%	1.6%	3.2%	7.7%	8.9%	2.0%	35.9%	59.0%	50.2%	43.4%	NewNew Peak	May '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	58.72	0.9%	1.4%	5.5%	8.5%	13.3%	28.8%	17.7%	10.3%	94.4%	111.5%	105.7%	127.2%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.38	0.5%	2.0%	1.2%	2.6%	15.9%	32.5%	27.1%	12.8%	78.2%	114.1%	101.2%	116.0%	-0.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.50	0.5%	-1.6%	4.4%	8.2%	16.2%	23.8%	3.0%	13.3%	96.4%	111.7%	111.5%	117.4%	-2.3%	May '26
Small Value- Avantis	118.77	0.8%	-0.9%	3.2%	3.6%	22.5%	33.6%	7.4%	16.8%	75.2%	66.9%	58.0%	81.4%	-1.3%	May '26
Mid Value- Pacer Cash Cows	63.04	0.13%	-0.4%	1.3%	-1.4%	9.0%	18.0%	9.0%	5.1%	46.7%	60.7%	45.2%	57.1%	-2.6%	Feb '26
Growth- S&P Momentum	147.52	0.8%	2.6%	16.5%	25.1%	25.9%	42.3%	26.6%	24.0%	175.5%	188.7%	140.8%	196.0%	NewNew Peak	May '26
Invesco S&P Quality	83.19	1.0%	0.9%	4.8%	5.2%	14.0%	20.4%	13.2%	11.3%	81.3%	94.2%	65.5%	118.2%	NewNew Peak	May '26
Rotation Factor- BlackRock	67.18	1.1%	2.1%	6.8%	11.3%	12.6%	30.4%	20.0%	10.8%	111.9%	109.2%	87.2%	153.7%	NewNew Peak	May '26
US Min Volatility- Fidelity	69.56	0.6%	0.8%	2.8%	3.4%	6.0%	15.6%	11.8%	4.7%	49.2%	61.5%	42.4%	73.6%	NewNew Peak	May '26
Derivative Income- JPMorgan	55.99	0.11%	0.1%	-2.1%	-3.6%	2.8%	8.7%	8.1%	0.5%	29.6%	43.1%	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	17.35	-0.2%	1.0%	3.5%	7.9%	10.4%	13.5%	6.5%	9.7%	34.0%	41.6%	42.1%	41.6%	-0.2%	May '26
Multistrategy- AQR	14.75	-0.1%	0.3%	1.7%	3.1%	6.1%	15.8%	16.4%	5.3%	51.2%	73.2%	72.9%	54.5%	-0.1%	May '26
Long Short- AQR	20.80	0%	0.1%	1.5%	0.6%	3.3%	17.0%	34.4%	-1.7%	105.6%	155.2%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.90	-0.3%	1.0%	3.9%	10.0%	12.8%	19.1%	18.3%	9.1%	77.6%	75.5%	84.4%	85.0%	-0.3%	May '26
Multi Strategy- Variant	26.08	0.04%	0.1%	0.5%	1.8%	3.2%	6.8%	7.2%	2.1%	22.0%	46.7%	36.6%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.19	-0.07%	-0.1%	2.6%	4.9%	5.0%	15.1%	9.1%	4.6%	50.4%	64.8%	50.2%	66.1%	-0.1%	May '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)	401.07	-0.4%	0.1%	19.0%	31.3%	45.3%	145.5%	66.0%	28.2%	247.1%	255.0%	178.9%	314.5%	-0.4%	May '26
Meta (Communications)	618.43	0.3%	1.4%	-7.9%	-3.3%	1.6%	-3.7%	13.1%	-6.2%	160.9%	97.3%	84.1%	388.8%	-21.5%	Aug '25
Amazon (Cyclical)	267.22	-1.1%	-2.0%	7.5%	34.4%	13.9%	30.2%	5.2%	15.8%	140.3%	65.8%	56.8%	136.7%	-2.8%	May '26
Tesla (Cyclical)	443.30	-0.4%	3.5%	13.1%	6.2%	9.6%	29.3%	11.4%	-1.4%	166.5%	125.5%	10.8%	104.1%	-9.5%	Dec '25
Procter & Gamble (Defensive)	142.71	0.3%	-2.5%	0.3%	-10.2%	-1.9%	-9.6%	-12.3%	1.0%	-1.1%	17.4%	-1.7%	26.4%	-17.3%	Dec '24
PepsiCo (Defensive)	148.67	-0.4%	-3.8%	-4.0%	-9.6%	3.9%	17.6%	-1.8%	4.5%	-15.3%	18.4%	-1.7%	-1.6%	-16.1%	May '23
Coca-Cola (Defensive)	80.45	0.2%	2.6%	6.8%	3.0%	14.6%	15.6%	15.6%	15.9%	37.6%	70.6%	53.9%	61.9%	-0.7%	Feb '26
Exxon Mobil (Energy)	152.78	0.8%	5.7%	2.5%	2.9%	28.9%	44.2%	16.0%	27.8%	59.7%	200.1%	179.0%	74.6%	-10.9%	Mar '26
Chevron (Energy)	186.64	0.3%	2.8%	0.9%	2.6%	20.9%	37.1%	10.1%	23.7%	34.8%	110.0%	85.7%	36.7%	-11.6%	Mar '26
JPMorgan Chase (Financial)	299.91	-0.11%	-0.7%	-2.0%	-0.4%	-0.3%	14.3%	37.3%	-6.0%	137.5%	107.5%	108.0%	214.7%	-9.9%	Jan '26
Visa (Financial)	322.52	0.7%	1.4%	2.1%	2.7%	-2.1%	-10.5%	11.8%	-7.8%	41.4%	47.2%	50.4%	85.9%	-13.1%	Jun '25
Mastercard (Financial)	489.94	-0.1%	-1.1%	-5.8%	-5.3%	-9.9%	-15.3%	9.0%	-13.9%	30.1%	38.6%	35.6%	76.5%	-17.8%	Aug '25
Bank of America (Financial)	49.85	0.02%	-2.8%	-8.2%	-4.6%	-4.2%	14.9%	28.0%	-8.9%	94.9%	32.9%	20.2%	82.7%	-12.4%	Jan '26
UnitedHealth (Health)	399.09	-0.5%	5.0%	27.1%	37.2%	25.8%	49.6%	-33.1%	21.8%	-13.0%	6.1%	-14.3%	-14.8%	-33.8%	Nov '24
Johnson & Johnson (Health)	230.80	0.2%	4.3%	-3.3%	-4.7%	19.2%	58.6%	47.5%	12.1%	58.2%	56.1%	52.1%	57.2%	-7.1%	Mar '26
Eli Lilly (Health)	1006.70	-0.9%	6.1%	11.2%	-3.2%	-1.6%	38.3%	40.2%	-6.2%	136.3%	436.9%	285.2%	219.0%	-9.2%	Nov '25
Union Pacific (Industrials)	269.34	1.8%	1.8%	8.6%	3.9%	22.1%	19.4%	3.9%	17.0%	44.5%	32.3%	19.9%	52.1%	-0.7%	Apr '26
Honeywell (Industrials)	217.72	-0.11%	2.2%	-6.2%	-9.4%	9.9%	6.1%	-6.4%	12.2%	26.1%	12.1%	22.2%	44.0%	-12.2%	Mar '26
Nvidia (IT)	235.74	4.4%	9.5%	18.5%	29.0%	24.0%	74.9%	38.9%	26.4%	714.9%	1559.3%	684.2%	1952.6%	NewNew Peak	May '26
Broadcom (IT)	439.79	5.5%	2.3%	10.9%	35.5%	28.9%	90.6%	50.6%	27.3%	615.3%	1000.7%	617.3%	979.5%	NewNew Peak	May '26
Adobe (IT)	237.01	0.4%	-6.3%	-3.1%	-10.2%	-28.4%	-41.4%	-21.3%	-32.3%	-31.4%	-51.3%	-58.0%	-17.2%	-62.7%	Feb '24
Oracle (IT)	195.61	3.1%	-0.2%	15.2%	22.6%	-11.7%	23.9%	18.1%	1.0%	108.4%	165.3%	136.4%	220.3%	-40.0%	Sep '25
salesforce.com (IT)	167.58	1.0%	-7.8%	-5.6%	-11.4%	-30.9%	-41.9%	-20.2%	-36.6%	-16.4%	-21.9%	-33.4%	19.5%	-54.0%	Dec '24
Linde PLC (Materials)	511.65	-0.3%	3.7%	2.8%	6.7%	21.7%	14.2%	3.2%	20.4%	44.2%	81.9%	60.1%	97.3%	-0.3%	May '26
Sherwin-Williams (Materials)	309.18	0.9%	-2.4%	-6.0%	-16.0%	-6.7%	-13.7%	-3.8%	-4.4%	40.1%	13.0%	-5.2%	58.4%	-21.8%	Nov '24
American Tower (Real Estate)	170.50	-1.9%	-3.4%	-3.7%	-10.4%	-5.3%	-16.5%	-0.9%	-1.9%	-3.2%	-19.6%	-31.7%	4.5%	-25.4%	Sep '24
Prologis Inc. (Real Estate)	142.66	0.5%	-1.0%	2.1%	3.5%	18.0%	35.1%	25.1%	12.6%	25.3%	43.4%	-1.7%	58.5%	-1.7%	Apr '26
NextEra Energy (Utilities)	95.68	0.9%	2.8%	4.9%	2.7%	15.6%	32.2%	15.5%	20.0%	34.7%	48.9%	17.1%	45.2%	-2.2%	Apr '26
Duke Energy (Utilities)	124.31	0.3%	0.1%	-2.9%	-3.0%	2.2%	11.0%	12.7%	7.0%	43.6%	45.1%	41.7%	65.9%	-6.9%	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	16.00	0.06%	-0.2%	0.6%	0.4%	3.1%	9.1%	9.4%	2.2%	22.9%	12.9%	10.7%	32.7%	-0.2%	May '26
Moderate-60% Stock	68.97	0.3%	0.2%	2.8%	3.7%	8.2%	19.5%	16.4%	6.6%	48.8%	41.3%	33.9%	70.0%	NewNew Peak	May '26
Mod Agg-80% Stock	55.27	0.3%	0.5%	3.9%	5.3%	11.0%	24.6%	19.6%	8.9%	63.3%	54.8%	44.7%	90.1%	NewNew Peak	May '26
Aggressive-90% Stock	33.97	0.4%	0.7%	5.2%	7.9%	14.7%	30.3%	20.9%	12.2%	67.9%	60.0%	47.6%	97.1%	NewNew Peak	May '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	80962.20	-0.13%	1.0%	8.2%	17.6%	-14.2%	-22.0%	-6.3%	-7.5%	197.7%	62.3%	74.3%	322.6%	-35.1%	Oct '25
Ethereum	2269.45	-0.7%	-1.6%	-3.8%	10.8%	-26.9%	-10.9%	-11.0%	-23.5%	24.9%	-44.4%	-39.7%	75.3%	-53.0%	Aug '25
BNB	681.21	0.5%	5.0%	9.4%	10.0%	-25.6%	4.6%	23.1%	-21.1%	117.3%	12.9%	33.0%	151.4%	-48.0%	Oct '25
Solana	91.93	-0.3%	0.0%	8.3%	9.0%	-33.7%	-45.6%	-34.2%	-26.2%	337.6%	115.2%	-46.0%	195.0%	-64.9%	Jan '25
Bitcoin ETF	46.17	2.3%	1.6%	8.5%	18.5%	-13.7%	-21.3%	-6.4%	-7.0%	-	-	-	-	-35.2%	Oct '25
Grayscale Bitcoin (hi fee)	63.27	2.3%	1.5%	8.4%	18.0%	-14.2%	-22.3%	-7.6%	-7.4%	366.9%	77.6%	104.4%	524.8%	-35.7%	Oct '25
Bloomberg Commodities	25.54	-0.8%	2.7%	6.7%	21.9%	32.3%	44.2%	14.9%	30.8%	57.6%	78.5%	66.0%	44.0%	-1.4%	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	5.01	-0.7%	1.3%	2.5%	6.7%	5.6%	1.9%	1.1%	3.6%	30.5%	112.8%	148.6%	29.0%	-1.8%	Oct '23
10yr Treasury rate	4.46	-0.4%	2.2%	4.2%	10.0%	7.5%	0.1%	-9.0%	7.2%	27.2%	172.8%	174.0%	14.3%	-10.6%	Oct '23
5yr Treasury rate	4.12	-0.2%	2.7%	5.8%	14.2%	10.3%	1.2%	-15.0%	10.7%	18.8%	405.0%	201.9%	0.2%	-16.9%	Oct '23
13-week T-bill	3.59	-0.3%	-0.2%	-0.7%	-0.1%	-5.3%	-15.7%	-15.7%	1.2%	-28.2%	71660.0%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	102.50	1.3%	7.4%	12.3%	63.0%	70.6%	66.3%	-19.9%	78.5%	44.1%	56.8%	34.7%	17.5%	-9.3%	Apr '26
Gold	4618.60	-1.3%	-2.2%	-3.8%	-8.0%	13.0%	43.4%	64.5%	6.8%	128.9%	151.3%	156.7%	176.5%	-13.2%	Jan '26
USD/EUR	0.86	0.08%	1.2%	1.3%	1.8%	-0.2%	-4.0%	-11.4%	0.8%	-6.7%	-	-2.4%	-16.7%	-12.1%	Jan '25
USD/JPY	158.48	0.09%	1.2%	-0.2%	3.7%	2.5%	8.8%	-0.4%	1.3%	16.5%	-	37.6%	8.0%	-1.9%	Jul '24
S&P 500 Volatility Index	17.26	-3.4%	0.4%	-5.0%	-16.2%	-13.0%	-3.2%	-13.8%	15.5%	0.8%	-8.2%	4.0%	-48.6%	-67.0%	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	-0.04%	-0.1%	-0.1%	-0.1%	1.4%	4.5%	6.1%	0.6%	19.0%	18.3%	17.9%	23.2%	-0.5%	May '26
Interm Muni- JPMorgan	50.19	-0.06%	-0.4%	-0.1%	-0.8%	1.1%	5.1%	4.3%	0.6%	10.3%	6.1%	4.9%	16.5%	-1.3%	Feb '26
Interm Bond- Janus MSB	45.10	-0.06%	-0.6%	-0.7%	-1.3%	1.5%	7.1%	8.8%	0.4%	13.5%	3.7%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.56	-0.08%	-0.6%	-0.8%	-1.6%	0.3%	5.2%	8.5%	-0.3%	12.0%	1.8%	1.8%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.95	0%	-0.3%	0.2%	1.2%	2.7%	8.1%	8.2%	1.6%	31.8%	35.8%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.87	-0.04%	-0.5%	-0.4%	-1.5%	0.6%	5.0%	8.2%	0.0%	17.1%	14.2%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	74.52	0.04%	-0.8%	-1.2%	-2.3%	0.4%	7.4%	7.2%	0.0%	12.9%	-7.9%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.38	0%	-0.4%	-0.1%	-0.8%	0.3%	4.5%	3.3%	0.2%	9.5%	1.7%	0.4%	15.4%	-1.3%	Feb '26
Long Muni- iShares	57.04	0.04%	-0.4%	-0.2%	-1.2%	0.9%	5.3%	3.4%	0.2%	8.6%	3.1%	2.2%	14.1%	-1.6%	Feb '26

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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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