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S&P 500

-0.2%

BelowPeak May '26

Return

92.8%

[

21.5%

annualized]

Dec 30 2022 - May 12 2026

DJIA (Large Value)

-0.9%

BelowPeak Feb '26

Return

50.1%

[

12.8%

annualized]

Dec 30 2022 - May 12 2026

Russell 2000 (Small Cap)

-1.5%

BelowPeak May '26

Return

61.4%

[

15.3%

annualized]

Dec 30 2022 - May 12 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 12 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	7400.96	-0.2%	0.5%	7.5%	8.3%	9.8%	25.7%	16.4%	8.1%	79.5%	80.0%	54.3%	106.9%	-0.2%	May '26
DJIA (Large Value)	49760.56	0.11%	-0.3%	3.2%	0.5%	4.9%	18.1%	13.0%	3.5%	49.4%	46.3%	36.0%	70.3%	-0.9%	Feb '26
Russell 2000 (Small Cap)	2842.83	-1.0%	-1.5%	6.5%	7.4%	19.3%	35.2%	11.3%	14.5%	63.3%	30.9%	25.1%	68.4%	-1.5%	May '26
NASDAQ Comp (Tech/Growth)	26088.20	-0.7%	1.0%	12.5%	15.7%	14.1%	37.2%	20.4%	12.2%	112.4%	98.8%	64.8%	150.4%	-0.7%	May '26
Aggregate Bond	98.63	-0.3%	-0.6%	-0.6%	-1.4%	0.5%	5.4%	7.2%	0.1%	10.9%	1.0%	0.5%	17.4%	-1.8%	Feb '26
Corp Bond	108.56	-0.3%	-0.6%	-0.6%	-1.6%	0.5%	6.4%	7.9%	0.0%	14.4%	0.9%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	79.87	-0.1%	-0.4%	0.0%	0.3%	2.5%	6.5%	8.6%	1.0%	28.2%	20.8%	17.7%	37.7%	-0.4%	Apr '26
Preferred	31.57	-0.3%	-0.1%	2.3%	0.6%	4.8%	9.7%	4.9%	3.6%	27.5%	11.0%	4.8%	28.7%	-0.5%	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	52.14	-0.2%	-0.5%	-0.1%	-1.8%	20.2%	23.5%	9.9%	15.5%	41.6%	32.6%	27.0%	63.1%	-2.3%	Feb '26
Consumer Discretionary/Cyclical	118.29	-0.9%	-1.3%	3.8%	2.0%	2.4%	10.8%	7.4%	-0.7%	64.0%	46.8%	16.6%	75.4%	-4.8%	Jan '26
Financial Services	51.58	0.8%	-0.5%	-0.2%	0.4%	-1.8%	2.5%	14.9%	-5.3%	69.7%	50.9%	40.5%	80.7%	-8.1%	Jan '26
Real Estate	96.69	0%	-0.4%	3.6%	3.3%	10.3%	13.7%	3.3%	10.4%	33.0%	21.9%	-0.7%	45.8%	-0.4%	May '26
Communication Services	115.86	0.2%	-1.3%	0.9%	1.4%	4.2%	17.1%	23.1%	-1.3%	100.5%	61.2%	54.9%	152.6%	-3.2%	Jan '26
Energy	57.57	0.7%	1.0%	0.8%	6.6%	29.2%	38.6%	7.9%	29.6%	61.6%	166.7%	133.4%	61.7%	-8.0%	Mar '26
Industrials	174.35	-0.4%	-1.4%	0.9%	0.4%	15.4%	25.1%	19.3%	12.7%	85.1%	82.1%	77.4%	117.0%	-2.3%	Mar '26
Technology	175.20	-1.5%	3.0%	20.3%	25.7%	22.6%	51.5%	24.6%	21.8%	137.0%	173.6%	106.2%	208.5%	-1.5%	May '26
Consumer Staples/Defensive	84.44	1.3%	0.2%	3.5%	-5.1%	10.7%	8.6%	1.5%	9.3%	18.8%	36.4%	22.5%	37.0%	-5.7%	Feb '26
Healthcare	145.85	2.0%	0.3%	-1.4%	-7.1%	-3.7%	12.6%	14.5%	-5.4%	16.0%	28.7%	12.1%	26.8%	-8.6%	Feb '26
Utilities	45.19	0.11%	-1.1%	-2.6%	-2.1%	3.4%	16.7%	16.0%	6.6%	43.5%	60.3%	45.0%	63.5%	-4.7%	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	154.65	-0.6%	-0.5%	5.6%	6.0%	11.3%	28.1%	22.4%	9.3%	77.9%	73.2%	56.1%	112.1%	-0.6%	May '26
MSCI Emerging Markets	65.82	-3.0%	-2.5%	7.8%	7.7%	21.6%	46.7%	34.0%	20.3%	83.9%	42.3%	47.6%	107.9%	-3.1%	May '26
FTSE Europe	87.11	-0.8%	-2.4%	-0.6%	-1.3%	8.2%	20.6%	35.8%	4.7%	53.8%	53.8%	44.9%	112.4%	-3.3%	Feb '26
MSCI Japan	92.06	-0.2%	0.4%	4.2%	-1.9%	15.1%	33.3%	25.9%	14.0%	67.2%	57.6%	52.0%	107.0%	-2.0%	Feb '26
MSCI India	47.52	-1.9%	-5.0%	-3.7%	-10.2%	-12.3%	-12.0%	2.7%	-12.1%	16.1%	22.0%	3.0%	18.3%	-19.1%	Sep '24
MSCI China	58.21	-0.8%	-0.9%	1.5%	-3.5%	-8.6%	8.8%	31.0%	-3.1%	36.4%	-15.0%	2.8%	57.4%	-12.0%	Oct '25
International Bond	47.81	-0.4%	-0.7%	-0.2%	-1.4%	-0.6%	2.1%	2.9%	-0.2%	11.6%	1.7%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	35.98	-0.7%	-2.7%	-5.5%	-0.8%	21.0%	44.7%	52.7%	18.2%	65.9%	75.2%	104.7%	83.6%	-5.6%	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	678.67	-0.13%	0.6%	7.6%	8.6%	10.5%	27.3%	17.8%	8.6%	86.8%	93.2%	64.2%	117.6%	-0.1%	May '26
US Large Growth	123.35	-0.1%	0.7%	9.1%	10.4%	5.5%	25.9%	19.8%	4.3%	111.0%	125.1%	77.6%	156.4%	-0.2%	May '26
US Large Value	234.21	-0.2%	-0.1%	4.7%	5.1%	15.0%	26.4%	15.7%	11.8%	64.9%	62.7%	51.1%	83.4%	-0.2%	May '26

US MidCap Blend	77.22	-0.3%	-1.3%	3.0%	2.6%	9.6%	20.0%	17.0%	6.8%	79.6%	83.4%	57.5%	103.7%	-1.3%	May '26
US MidCap Growth	287.51	-1.0%	-2.0%	5.2%	5.3%	3.1%	8.0%	10.7%	3.2%	55.2%	40.5%	18.0%	74.1%	-3.2%	Oct '25
US MidCap Value	192.64	0.2%	-0.6%	1.3%	0.7%	11.9%	21.6%	12.1%	9.2%	57.2%	52.0%	41.1%	70.6%	-1.1%	Apr '26

US Small Blend	286.33	-0.8%	-1.6%	3.7%	4.0%	15.2%	24.6%	8.9%	11.4%	62.9%	43.6%	34.2%	74.2%	-1.6%	May '26
US Small Growth	368.58	-1.1%	-1.5%	8.8%	10.1%	18.9%	35.7%	12.9%	14.1%	68.6%	35.1%	28.0%	81.7%	-1.5%	May '26
US Small Value	209.64	-0.7%	-1.5%	4.4%	5.1%	21.2%	38.3%	12.4%	16.0%	70.1%	42.7%	35.4%	70.6%	-1.5%	May '26

Foreign Large Blend	103.14	-0.6%	-1.6%	0.3%	-1.1%	9.9%	23.5%	31.6%	7.4%	55.4%	54.1%	47.4%	104.8%	-2.4%	Feb '26
Foreign Growth	120.34	-1.0%	-2.4%	0.8%	-1.3%	6.3%	15.2%	20.7%	5.6%	33.1%	27.5%	16.8%	76.9%	-2.5%	Feb '26
Foreign Value	78.08	-0.3%	-1.0%	-0.1%	-0.7%	13.3%	32.1%	42.2%	9.3%	80.3%	83.3%	83.2%	134.9%	-2.3%	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	23.07	0.09%	0.2%	1.3%	1.7%	0.8%	2.9%	3.6%	0.8%	24.0%	29.2%	26.3%	32.1%	NewNew Peak	May '26
Ultra Short- Janus AAA CLO	50.62	0.06%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.6%	21.7%	26.2%	25.3%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.64	-0.05%	0.0%	1.1%	1.6%	1.7%	5.4%	6.9%	0.4%	25.8%	29.6%	27.4%	33.8%	-0.1%	May '26
Interval CEF- Cliffwater	10.40	0%	0.1%	0.8%	1.6%	3.3%	7.8%	8.9%	2.0%	36.0%	59.1%	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	57.91	-0.02%	-0.4%	5.6%	7.0%	11.8%	27.5%	17.7%	8.8%	92.9%	111.9%	102.9%	124.0%	-0.4%	May '26
Int’l Min Volatility- Franklin	40.97	0.5%	-0.4%	-0.8%	1.6%	14.9%	32.2%	27.1%	11.7%	77.1%	113.4%	99.2%	113.9%	-1.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.40	-1.6%	-1.3%	5.8%	7.8%	15.3%	22.7%	3.0%	12.9%	97.7%	115.5%	110.8%	116.6%	-2.7%	May '26
Small Value- Avantis	118.30	-0.6%	-1.7%	2.1%	3.2%	21.8%	32.7%	7.4%	16.3%	76.8%	70.7%	57.4%	80.6%	-1.7%	May '26
Mid Value- Pacer Cash Cows	63.07	-0.3%	-0.6%	1.6%	-1.4%	9.0%	18.0%	9.0%	5.1%	48.3%	62.4%	45.3%	57.2%	-2.6%	Feb '26
Growth- S&P Momentum	144.45	-1.1%	2.0%	15.9%	22.5%	23.4%	40.3%	26.6%	21.4%	169.9%	188.4%	135.8%	189.8%	-1.1%	May '26
Invesco S&P Quality	82.59	-0.5%	-0.1%	4.2%	4.4%	12.9%	20.7%	13.2%	10.5%	81.2%	95.6%	64.3%	116.6%	-0.5%	May '26
Rotation Factor- BlackRock	66.00	-0.12%	0.6%	7.0%	9.3%	10.5%	29.1%	20.0%	8.8%	108.9%	108.8%	84.0%	149.2%	-0.1%	May '26
US Min Volatility- Fidelity	69.01	0.4%	-0.5%	2.9%	2.5%	5.1%	15.5%	11.8%	3.8%	47.7%	61.9%	41.2%	72.3%	-0.5%	May '26
Derivative Income- JPMorgan	56.08	0.4%	-0.7%	-2.3%	-3.4%	2.7%	8.7%	8.1%	0.7%	30.0%	44.8%	30.4%	48.8%	-4.3%	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	17.35	0.6%	1.2%	4.0%	7.9%	10.9%	13.6%	6.5%	9.7%	34.2%	41.7%	42.1%	41.6%	NewNew Peak	May '26
Multistrategy- AQR	14.73	0.1%	0.4%	1.2%	2.9%	5.8%	16.4%	16.4%	5.1%	50.9%	72.8%	72.7%	54.3%	NewNew Peak	May '26
Long Short- AQR	20.82	0.3%	0.2%	1.3%	0.7%	3.6%	18.2%	34.4%	-1.6%	106.2%	154.6%	154.0%	142.3%	-2.2%	Dec '25
Mkt Neutral- BlackRock	15.88	0.6%	1.1%	3.7%	9.8%	13.2%	19.4%	18.3%	8.9%	76.9%	75.0%	84.1%	84.8%	NewNew Peak	May '26
Multi Strategy- Variant	26.07	0.04%	0.2%	0.5%	1.8%	3.3%	6.8%	7.2%	2.1%	22.0%	46.8%	36.6%	28.0%	NewNew Peak	May '26
Long Short- First Trust	74.13	0.11%	0.2%	2.2%	4.8%	4.5%	15.6%	9.1%	4.5%	50.2%	66.9%	50.1%	66.0%	-0.2%	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)	387.35	-0.3%	-2.7%	20.6%	26.8%	39.2%	143.6%	66.0%	23.8%	232.4%	250.4%	169.4%	300.3%	-3.4%	May '26
Meta (Communications)	603.00	0.7%	-1.6%	-5.0%	-5.7%	-1.0%	-7.8%	13.1%	-8.6%	159.9%	99.1%	79.5%	376.7%	-23.5%	Aug '25
Amazon (Cyclical)	265.82	-1.2%	-3.3%	10.8%	33.7%	11.9%	25.8%	5.2%	15.2%	141.1%	68.2%	56.0%	135.4%	-3.3%	May '26
Tesla (Cyclical)	433.45	-2.6%	8.7%	23.0%	3.8%	7.8%	29.7%	11.4%	-3.6%	158.0%	127.5%	8.4%	99.5%	-11.5%	Dec '25
Procter & Gamble (Defensive)	143.91	0.4%	-2.7%	1.0%	-9.4%	-1.3%	-6.7%	-12.3%	1.9%	-0.3%	18.7%	-0.9%	27.5%	-16.6%	Dec '24
PepsiCo (Defensive)	151.85	1.6%	-2.6%	-2.6%	-7.7%	6.7%	21.2%	-1.8%	6.7%	-14.3%	21.2%	0.4%	0.5%	-14.3%	May '23
Coca-Cola (Defensive)	80.03	1.7%	1.0%	4.7%	2.4%	14.2%	19.4%	15.6%	15.3%	36.5%	70.4%	53.1%	61.1%	-1.2%	Feb '26
Exxon Mobil (Energy)	150.63	0.6%	1.3%	-1.3%	1.5%	28.8%	42.3%	16.0%	26.0%	57.7%	203.2%	175.1%	72.2%	-12.2%	Mar '26
Chevron (Energy)	185.95	0.7%	0.4%	-3.0%	2.2%	22.0%	36.5%	10.1%	23.2%	34.8%	114.7%	85.0%	36.2%	-11.9%	Mar '26
JPMorgan Chase (Financial)	304.88	1.6%	-3.2%	-2.8%	1.3%	-0.5%	18.2%	37.3%	-4.5%	143.4%	114.2%	111.4%	219.9%	-8.4%	Jan '26
Visa (Financial)	326.42	0.8%	2.4%	5.5%	3.9%	-2.7%	-7.8%	11.8%	-6.7%	44.0%	51.1%	52.2%	88.1%	-12.1%	Jun '25
Mastercard (Financial)	499.81	0.4%	1.6%	-1.7%	-3.4%	-9.7%	-12.8%	9.0%	-12.2%	33.2%	42.9%	38.4%	80.1%	-16.2%	Aug '25
Bank of America (Financial)	50.78	0.5%	-5.3%	-4.8%	-2.8%	-2.9%	17.3%	28.0%	-7.2%	102.6%	37.0%	22.4%	86.1%	-10.8%	Jan '26
UnitedHealth (Health)	396.39	3.1%	7.9%	26.6%	36.3%	20.9%	30.9%	-33.1%	21.0%	-14.4%	5.7%	-14.9%	-15.3%	-34.3%	Nov '24
Johnson & Johnson (Health)	224.26	1.3%	-0.2%	-5.8%	-7.4%	16.2%	55.3%	47.5%	8.9%	52.5%	51.9%	47.8%	52.8%	-9.8%	Mar '26
Eli Lilly (Health)	989.87	2.4%	0.3%	6.5%	-4.8%	-2.9%	33.7%	40.2%	-7.7%	132.4%	431.4%	278.8%	213.7%	-10.7%	Nov '25
Union Pacific (Industrials)	265.60	0.9%	-1.0%	5.7%	2.4%	21.3%	19.1%	3.9%	15.4%	43.0%	32.0%	18.2%	50.0%	-2.1%	Apr '26
Honeywell (Industrials)	218.54	-0.3%	0.8%	-6.5%	-9.0%	10.5%	8.5%	-6.4%	12.6%	27.0%	14.4%	22.7%	44.6%	-11.9%	Mar '26
Nvidia (IT)	220.78	0.6%	6.2%	16.6%	20.8%	18.2%	70.0%	38.9%	18.4%	679.7%	1519.7%	634.4%	1822.3%	NewNew Peak	May '26
Broadcom (IT)	419.30	-2.1%	-1.4%	10.4%	29.2%	23.8%	81.9%	50.6%	21.4%	591.3%	976.3%	583.8%	929.2%	-2.5%	May '26
Adobe (IT)	240.83	-2.2%	-3.7%	0.3%	-8.8%	-27.8%	-39.4%	-21.3%	-31.2%	-28.2%	-49.2%	-57.3%	-15.8%	-62.1%	Feb '24
Oracle (IT)	186.83	-3.6%	-3.7%	20.1%	17.1%	-13.6%	16.3%	18.1%	-3.6%	97.8%	155.8%	125.8%	205.9%	-42.6%	Sep '25
salesforce.com (IT)	171.31	-3.5%	-5.5%	-0.9%	-9.5%	-28.5%	-40.3%	-20.2%	-35.2%	-13.9%	-18.0%	-32.0%	22.2%	-53.0%	Dec '24
Linde PLC (Materials)	503.87	-0.11%	0.4%	-1.0%	5.1%	18.4%	13.3%	3.2%	18.6%	41.4%	81.0%	57.7%	94.3%	-1.3%	Apr '26
Sherwin-Williams (Materials)	311.58	-0.4%	-3.7%	-6.8%	-15.3%	-7.6%	-11.7%	-3.8%	-3.6%	40.7%	13.9%	-4.5%	59.6%	-21.2%	Nov '24
American Tower (Real Estate)	178.82	0.8%	-0.7%	-0.2%	-6.0%	0.7%	-9.1%	-0.9%	2.9%	-0.9%	-14.7%	-28.4%	9.6%	-21.8%	Sep '24
Prologis Inc. (Real Estate)	143.76	-0.2%	0.6%	4.8%	4.3%	17.8%	35.6%	25.1%	13.5%	26.4%	46.0%	-0.9%	59.7%	-0.9%	Apr '26
NextEra Energy (Utilities)	94.59	-0.3%	-0.8%	2.5%	1.5%	14.2%	35.1%	15.5%	18.6%	32.4%	48.2%	15.8%	43.6%	-3.4%	Apr '26
Duke Energy (Utilities)	125.07	0.1%	-0.4%	-4.1%	-2.4%	2.9%	14.5%	12.7%	7.6%	42.8%	46.0%	42.6%	66.9%	-6.3%	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	15.97	-0.2%	-0.4%	0.9%	0.2%	2.7%	9.2%	9.4%	2.1%	22.6%	13.3%	10.5%	32.4%	-0.4%	May '26
Moderate-60% Stock	68.51	-0.5%	-0.5%	3.1%	3.0%	7.4%	19.1%	16.4%	5.9%	48.5%	41.6%	33.0%	68.8%	-0.5%	May '26
Mod Agg-80% Stock	54.79	-0.5%	-0.4%	4.3%	4.4%	9.9%	24.0%	19.6%	8.0%	62.7%	55.5%	43.4%	88.4%	-0.5%	May '26
Aggressive-90% Stock	33.60	-0.7%	-0.5%	5.4%	6.7%	13.3%	29.4%	20.9%	11.0%	67.0%	60.8%	45.9%	94.9%	-0.7%	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	81275.15	1.0%	-0.2%	9.1%	18.0%	-18.5%	-22.0%	-6.3%	-7.1%	203.2%	63.5%	74.9%	324.2%	-34.9%	Oct '25
Ethereum	2303.44	1.2%	-2.0%	-2.8%	12.4%	-28.7%	-14.1%	-11.0%	-22.4%	27.4%	-38.0%	-38.8%	77.9%	-52.3%	Aug '25
BNB	680.85	2.5%	5.1%	10.7%	10.0%	-26.6%	2.3%	23.1%	-21.1%	120.6%	19.1%	32.9%	151.3%	-48.0%	Oct '25
Solana	95.50	1.2%	7.1%	10.2%	13.3%	-34.2%	-48.1%	-34.2%	-23.3%	356.7%	132.9%	-43.9%	206.4%	-63.5%	Jan '25
Bitcoin ETF	45.80	-1.4%	-0.8%	10.1%	17.5%	-17.6%	-23.2%	-6.4%	-7.8%	-	-	-	-	-35.8%	Oct '25
Grayscale Bitcoin (hi fee)	62.79	-1.4%	-0.8%	10.0%	17.1%	-18.1%	-24.1%	-7.6%	-8.1%	387.4%	86.9%	102.8%	520.1%	-36.2%	Oct '25
Bloomberg Commodities	25.91	1.6%	4.4%	8.3%	23.6%	33.1%	44.2%	14.9%	32.7%	61.7%	82.0%	68.4%	46.1%	NewNew Peak	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	5.03	0.9%	1.8%	2.7%	7.1%	7.0%	1.8%	1.1%	3.9%	33.2%	110.0%	149.6%	29.5%	-1.4%	Oct '23
10yr Treasury rate	4.46	1.2%	2.5%	3.9%	10.0%	8.5%	-0.8%	-9.0%	7.2%	28.9%	167.6%	174.1%	14.4%	-10.5%	Oct '23
5yr Treasury rate	4.12	1.4%	3.0%	5.3%	14.3%	11.4%	0.1%	-15.0%	10.8%	19.5%	392.7%	202.1%	0.3%	-16.9%	Oct '23
13-week T-bill	3.60	0.08%	0.1%	0.0%	0.3%	-5.0%	-15.9%	-15.7%	1.6%	-28.3%	44937.5%	6698.1%	2.0%	-32.6%	Oct '23
Crude Oil	100.94	-1.2%	6.2%	1.9%	60.5%	72.0%	58.5%	-19.9%	75.8%	44.1%	58.2%	32.7%	15.7%	-10.6%	Apr '26
Gold	4712.40	0.7%	0.7%	-0.6%	-6.2%	12.6%	45.4%	64.5%	8.9%	133.9%	158.4%	161.9%	182.1%	-11.4%	Jan '26
USD/EUR	0.85	0%	0.1%	0.3%	1.1%	-1.2%	-4.7%	-11.4%	0.1%	-	2.9%	-3.1%	-17.3%	-12.7%	Jan '25
USD/JPY	157.66	0.02%	0.7%	-1.0%	3.2%	1.9%	6.9%	-0.4%	0.8%	-	44.0%	36.9%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	17.99	-2.1%	3.5%	-5.9%	-12.7%	-10.1%	-1.3%	-13.8%	20.3%	5.6%	-22.2%	8.4%	-46.4%	-65.6%	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	50.53	-0.06%	-0.5%	0.0%	-0.1%	1.3%	4.7%	6.1%	0.6%	19.1%	18.3%	17.9%	23.2%	-0.5%	May '26
Interm Muni- JPMorgan	50.26	-0.2%	-0.2%	0.1%	-0.6%	1.1%	5.2%	4.3%	0.7%	10.4%	6.3%	5.1%	16.6%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.11	-0.4%	-0.6%	-0.5%	-1.3%	1.4%	7.4%	8.8%	0.5%	13.5%	3.7%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.59	-0.3%	-0.6%	-0.6%	-1.5%	0.2%	5.6%	8.5%	-0.3%	11.8%	2.0%	1.8%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.96	-0.11%	0.0%	0.7%	1.3%	2.7%	8.4%	8.2%	1.7%	31.8%	36.1%	30.4%	37.1%	-0.2%	May '26
Int’l Bond- JPMorgan	47.90	-0.2%	-0.4%	-0.1%	-1.5%	0.6%	5.2%	8.2%	0.1%	16.8%	14.4%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	74.50	-0.5%	-0.8%	-0.8%	-2.3%	-0.1%	7.5%	7.2%	0.0%	11.7%	-7.2%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.39	-0.3%	-0.3%	-0.1%	-0.7%	0.3%	4.6%	3.3%	0.3%	9.6%	1.8%	0.5%	15.6%	-1.2%	Feb '26
Long Muni- iShares	57.12	-0.2%	-0.2%	-0.1%	-1.1%	0.9%	5.6%	3.4%	0.4%	8.7%	3.2%	2.4%	14.2%	-1.5%	Feb '26

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S&P 500

BelowPeak May '26

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BelowPeak Feb '26

Russell 2000 (Small Cap)

BelowPeak May '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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