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S&P 500

Return

92.8%

[

20.7%

annualized]

Dec 30 2022 - Jun 23 2026

DJIA (Large Value)

Return

56.4%

[

13.7%

annualized]

Dec 30 2022 - Jun 23 2026

Russell 2000 (Small Cap)

Return

70.0%

[

16.5%

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 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	7401.84	-0.9%	-1.5%	-1.0%	12.5%	7.1%	22.8%	16.4%	8.1%	70.2%	74.5%	54.3%	106.9%	-2.7%	Jun '26
DJIA (Large Value)	51845.34	0.3%	-0.3%	2.5%	12.2%	7.0%	21.8%	13.0%	7.9%	53.7%	53.1%	41.7%	77.5%	-0.3%	Jun '26
Russell 2000 (Small Cap)	2993.60	-0.4%	1.9%	4.3%	20.0%	17.8%	40.4%	11.3%	20.6%	64.3%	30.0%	31.7%	77.4%	-0.4%	Jun '26
NASDAQ Comp (Tech/Growth)	25785.15	-1.5%	-2.2%	-2.1%	17.5%	9.4%	31.3%	20.4%	10.9%	91.1%	80.7%	62.9%	147.5%	-4.8%	Jun '26
Aggregate Bond	98.82	0.2%	-0.1%	0.4%	0.5%	0.3%	4.1%	7.2%	0.2%	12.1%	0.2%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	109.09	0.3%	0.0%	0.7%	1.3%	0.5%	4.9%	7.9%	0.5%	15.2%	-1.3%	-0.7%	25.9%	-1.2%	Feb '26
High Yield Bond	79.93	-0.02%	-0.1%	0.0%	1.6%	1.3%	5.5%	8.6%	1.1%	28.1%	19.6%	17.7%	37.8%	-0.5%	May '26
Preferred	30.84	0.02%	-1.1%	-1.3%	2.2%	0.9%	6.8%	4.9%	1.2%	21.1%	5.0%	2.4%	25.7%	-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	51.28	-0.7%	-2.7%	2.0%	7.8%	12.6%	19.6%	9.9%	13.6%	35.8%	37.8%	24.9%	60.4%	-3.9%	Feb '26
Consumer Discretionary/Cyclical	114.23	-0.6%	-3.6%	-4.2%	3.7%	-6.3%	7.2%	7.4%	-4.1%	41.2%	34.8%	12.6%	69.4%	-8.1%	Jan '26
Financial Services	53.93	0.4%	-0.8%	3.8%	9.5%	-2.2%	7.4%	14.9%	-1.0%	72.1%	62.6%	46.9%	88.9%	-3.9%	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	107.57	0.7%	-4.2%	-6.8%	-4.6%	-8.1%	4.6%	23.1%	-8.3%	73.2%	41.5%	43.8%	134.5%	-10.1%	Jan '26
Energy	54.35	0.5%	-1.8%	-8.6%	-8.9%	22.9%	29.3%	7.9%	22.3%	53.5%	137.0%	120.3%	52.6%	-13.1%	Mar '26
Industrials	179.50	-1.3%	-0.2%	4.5%	10.1%	14.7%	26.1%	19.3%	16.0%	81.0%	90.5%	82.7%	123.4%	-1.3%	Jun '26
Technology	185.88	-3.3%	-0.3%	3.0%	35.7%	27.5%	53.7%	24.6%	29.3%	124.6%	166.8%	118.8%	227.3%	-6.2%	Jun '26
Consumer Staples/Defensive	83.50	1.6%	-2.4%	-1.5%	2.9%	8.3%	4.7%	1.5%	8.1%	21.9%	37.5%	21.1%	35.5%	-6.7%	Feb '26
Healthcare	151.82	1.2%	-0.7%	1.3%	4.9%	-1.6%	16.4%	14.5%	-1.5%	20.4%	31.6%	16.7%	32.0%	-4.8%	Feb '26
Utilities	45.08	0.8%	0.0%	-0.6%	0.7%	6.5%	13.3%	16.0%	6.3%	50.7%	64.2%	44.6%	63.1%	-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	155.15	-1.5%	-1.4%	-0.5%	11.8%	8.9%	25.4%	22.4%	9.7%	72.5%	67.5%	56.6%	112.7%	-3.0%	Jun '26
MSCI Emerging Markets	67.70	-4.9%	-1.4%	2.8%	18.1%	24.7%	47.0%	34.0%	23.7%	84.7%	39.0%	51.8%	113.8%	-4.9%	Jun '26
FTSE Europe	87.44	-0.9%	-2.8%	-1.1%	7.9%	5.1%	17.9%	35.8%	5.1%	57.6%	50.8%	45.5%	113.2%	-2.9%	Feb '26
MSCI Japan	93.03	-4.1%	-1.2%	1.5%	11.3%	14.6%	34.1%	25.9%	15.2%	65.8%	54.5%	53.6%	109.1%	-4.1%	Jun '26
MSCI India	49.20	-1.4%	-0.4%	1.7%	3.3%	-9.7%	-9.4%	2.7%	-9.0%	16.4%	19.5%	6.6%	22.5%	-16.3%	Sep '24
MSCI China	51.85	-1.9%	-4.2%	-6.6%	-6.7%	-14.5%	-3.0%	31.0%	-13.7%	25.9%	-28.2%	-8.4%	40.2%	-21.6%	Oct '25
International Bond	48.38	0.2%	0.1%	0.7%	1.3%	1.0%	2.0%	2.9%	1.0%	12.9%	2.1%	2.5%	18.6%	-1.0%	Feb '26
iShares Latin America	33.67	-0.9%	-1.8%	-3.6%	-0.6%	10.1%	37.8%	52.7%	10.6%	43.1%	51.0%	91.5%	71.8%	-11.6%	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	679.68	-0.9%	-1.5%	-0.9%	12.8%	7.8%	24.3%	17.8%	8.7%	77.1%	87.2%	64.4%	117.9%	-2.7%	Jun '26
US Large Growth	120.57	-1.0%	-2.3%	-3.5%	11.1%	0.7%	19.2%	19.8%	2.0%	89.2%	102.3%	73.6%	150.6%	-6.4%	Jun '26
US Large Value	241.75	-0.7%	-0.5%	2.3%	13.4%	14.7%	28.2%	15.7%	15.4%	66.1%	68.8%	56.0%	89.3%	-0.8%	Jun '26

US MidCap Blend	80.10	-0.4%	-0.7%	2.6%	11.4%	9.5%	22.2%	17.0%	10.8%	77.7%	82.0%	63.3%	111.2%	-0.9%	Jun '26
US MidCap Growth	302.49	-1.3%	-0.5%	3.9%	15.5%	6.7%	10.7%	10.7%	8.6%	55.9%	34.0%	24.1%	83.2%	-1.3%	Jun '26
US MidCap Value	197.49	0.3%	-0.9%	1.6%	8.4%	11.1%	23.3%	12.1%	12.0%	57.3%	57.1%	44.6%	74.9%	-0.9%	Jun '26

US Small Blend	296.71	-0.2%	0.0%	2.6%	13.6%	13.3%	28.8%	8.9%	15.5%	62.1%	42.6%	39.1%	80.5%	-0.6%	Jun '26
US Small Growth	390.89	-0.8%	2.5%	5.0%	23.5%	17.6%	40.7%	12.9%	21.1%	70.4%	31.2%	35.7%	92.7%	-0.8%	Jun '26
US Small Value	218.30	0.1%	1.0%	3.3%	16.5%	18.6%	42.3%	12.4%	20.8%	69.4%	43.3%	41.0%	77.7%	NewNew Peak	Jun '26

Foreign Large Blend	102.85	-1.7%	-1.4%	-1.1%	7.3%	6.8%	20.4%	31.6%	7.1%	56.8%	50.1%	46.9%	104.3%	-2.7%	Feb '26
Foreign Growth	122.28	-2.5%	-1.2%	0.7%	9.8%	6.8%	14.7%	20.7%	7.3%	37.4%	23.4%	18.7%	79.8%	-2.5%	Jun '26
Foreign Value	76.14	-0.9%	-1.6%	-3.2%	4.8%	6.5%	25.3%	42.2%	6.6%	77.1%	78.5%	78.6%	129.1%	-4.8%	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	22.85		-0.2%	-0.2%	-1.0%	0.8%	-0.5%	1.3%	3.6%	-0.1%	20.1%	27.5%	25.2%	30.9%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.63		-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	58.29		-1.2%	-1.8%	0.3%	13.2%	8.7%	24.8%	17.7%	9.5%	83.0%	112.9%	104.2%	125.5%	-2.0%	Jun '26
Int’l Min Volatility- Franklin	40.63		-0.08%	-0.5%	-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	122.69		0.3%	0.2%	2.2%	13.4%	18.6%	38.2%	7.4%	20.6%	72.7%	75.6%	63.2%	87.3%	-1.4%	Jun '26
Mid Value- Pacer Cash Cows	61.96		0.8%	-2.7%	-3.7%	-0.2%	2.7%	15.8%	9.0%	3.3%	42.0%	61.3%	42.7%	54.4%	-5.4%	Jun '26
Growth- S&P Momentum	155.51		-3.8%	0.6%	7.3%	35.8%	28.9%	44.4%	26.6%	30.7%	190.9%	184.3%	153.9%	212.0%	-3.8%	Jun '26
Invesco S&P Quality	87.27		-2.5%	-1.6%	3.1%	15.1%	15.3%	26.0%	13.2%	16.7%	83.4%	95.6%	73.7%	128.9%	-2.5%	Jun '26
Rotation Factor- BlackRock	66.95		-1.1%	-1.0%	0.5%	13.8%	9.3%	27.8%	20.0%	10.4%	96.9%	105.8%	86.6%	152.8%	-1.6%	Jun '26
US Min Volatility- Fidelity	67.96		0.3%	-2.4%	-3.3%	5.0%	1.7%	11.6%	11.8%	2.3%	43.8%	56.2%	39.1%	69.7%	-3.5%	May '26
Derivative Income- JPMorgan	55.97		-0.2%	-1.0%	-0.6%	0.5%	0.2%	7.3%	8.1%	0.5%	28.9%	42.4%	30.1%	48.5%	-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	17.36	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	74.61		-0.3%	-0.2%	-0.1%	7.3%	4.6%	15.6%	9.1%	5.2%	49.0%	62.4%	51.1%	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)	347.43	-0.6%	-6.9%	-9.3%	15.0%	10.6%	110.8%	66.0%	11.1%	186.3%	186.8%	141.6%	259.1%	-13.7%	May '26
Meta (Communications)	566.67	0.5%	-5.6%	-7.1%	-6.2%	-14.7%	-18.7%	13.1%	-14.1%	97.8%	67.7%	68.7%	347.9%	-28.1%	Aug '25
Amazon (Cyclical)	234.72	0.8%	-4.6%	-11.9%	11.7%	1.1%	12.6%	5.2%	1.7%	81.5%	34.0%	37.7%	107.9%	-14.6%	May '26
Tesla (Cyclical)	384.92	-5.0%	-4.9%	-9.6%	1.1%	-20.7%	10.4%	11.4%	-14.4%	50.0%	75.9%	-3.8%	77.2%	-21.4%	Dec '25
Procter & Gamble (Defensive)	150.63	2.0%	-1.2%	4.3%	5.4%	6.7%	-3.8%	-12.3%	6.6%	9.7%	28.7%	3.7%	33.4%	-12.7%	Dec '24
PepsiCo (Defensive)	141.06	0.2%	-3.5%	-6.3%	-6.5%	-0.9%	12.4%	-1.8%	-0.8%	-16.7%	12.9%	-6.7%	-6.7%	-20.4%	May '23
Coca-Cola (Defensive)	79.92	0.5%	-0.4%	-1.9%	6.4%	15.2%	17.1%	15.6%	15.1%	41.7%	70.1%	52.9%	60.8%	-4.4%	Jun '26
Exxon Mobil (Energy)	139.74	0.9%	-1.5%	-9.8%	-12.7%	18.6%	29.0%	16.0%	17.7%	50.9%	161.4%	156.9%	60.8%	-17.9%	Mar '26
Chevron (Energy)	175.82	0.4%	-2.4%	-8.2%	-14.3%	18.0%	23.6%	10.1%	16.5%	30.6%	101.3%	74.9%	28.7%	-16.7%	Mar '26
JPMorgan Chase (Financial)	334.47	0.9%	1.0%	9.2%	16.0%	3.6%	22.5%	37.3%	4.8%	157.9%	151.1%	132.0%	250.9%	NewNew Peak	Jun '26
Visa (Financial)	330.90	1.3%	-0.7%	0.6%	8.9%	-6.0%	-3.0%	11.8%	-5.3%	47.5%	46.4%	54.6%	91.1%	-10.7%	Jun '25
Mastercard (Financial)	487.14	0.6%	-2.8%	-2.3%	-2.5%	-15.2%	-9.7%	9.0%	-14.4%	30.5%	33.7%	34.9%	75.5%	-18.3%	Aug '25
Bank of America (Financial)	57.73	0.6%	1.6%	11.4%	21.5%	3.7%	26.7%	28.0%	5.6%	123.1%	61.5%	39.2%	111.6%	NewNew Peak	Jun '26
UnitedHealth (Health)	407.88	0.3%	0.1%	5.0%	51.3%	26.6%	38.5%	-33.1%	24.5%	-9.7%	11.9%	-12.4%	-12.9%	-32.4%	Nov '24
Johnson & Johnson (Health)	236.60	2.3%	0.6%	1.5%	0.5%	15.6%	59.4%	47.5%	14.9%	55.2%	66.5%	55.9%	61.2%	-4.8%	Mar '26
Eli Lilly (Health)	1104.31	0.2%	-1.6%	3.7%	21.5%	3.4%	44.3%	40.2%	3.1%	145.9%	433.2%	323.3%	250.6%	-4.9%	Jun '26
Union Pacific (Industrials)	260.71	0.3%	-2.5%	-1.9%	9.4%	11.9%	17.4%	3.9%	13.3%	38.8%	32.5%	16.1%	47.3%	-6.2%	May '26
Honeywell (Industrials)	224.23	-1.7%	-2.3%	-1.6%	1.1%	15.9%	8.2%	-6.4%	16.1%	26.8%	22.9%	26.6%	49.1%	-9.1%	Mar '26
Nvidia (IT)	202.10	-3.1%	-2.6%	-6.1%	15.1%	6.8%	40.2%	38.9%	8.4%	379.2%	962.9%	572.3%	1659.7%	-14.3%	May '26
Broadcom (IT)	383.00	-2.3%	1.7%	-7.5%	18.8%	9.9%	51.8%	50.6%	10.9%	382.2%	800.1%	524.6%	840.1%	-20.5%	Jun '26
Adobe (IT)	199.18	2.2%	-3.9%	-18.6%	-19.6%	-43.5%	-47.6%	-21.3%	-43.1%	-58.9%	-65.3%	-64.7%	-30.4%	-68.6%	Feb '24
Oracle (IT)	168.28	-3.9%	-10.6%	-12.4%	9.4%	-13.3%	-17.9%	18.1%	-13.1%	46.9%	130.5%	103.4%	175.5%	-48.3%	Sep '25
salesforce.com (IT)	154.40	2.9%	-4.5%	-14.3%	-20.7%	-41.2%	-41.0%	-20.2%	-41.6%	-25.4%	-35.2%	-38.7%	10.1%	-57.6%	Dec '24
Linde PLC (Materials)	516.94	0.04%	-0.2%	-0.1%	8.1%	22.0%	13.6%	3.2%	21.6%	44.5%	93.7%	61.7%	99.3%	-1.3%	Jun '26
Sherwin-Williams (Materials)	326.76	3.1%	1.3%	5.7%	4.1%	1.1%	-4.3%	-3.8%	1.1%	35.5%	25.6%	0.2%	67.4%	-17.3%	Nov '24
American Tower (Real Estate)	178.48	1.2%	-3.2%	-2.9%	2.1%	4.3%	-17.2%	-0.9%	2.7%	5.6%	-21.8%	-28.5%	9.3%	-21.9%	Sep '24
Prologis Inc. (Real Estate)	145.80	1.4%	-0.2%	-0.1%	11.9%	15.0%	39.5%	25.1%	15.1%	36.3%	38.0%	0.5%	62.0%	-1.3%	Jun '26
NextEra Energy (Utilities)	86.52	0.5%	0.3%	-2.3%	-4.1%	9.2%	25.0%	15.5%	8.5%	26.5%	33.5%	5.9%	31.3%	-11.6%	Apr '26
Duke Energy (Utilities)	125.02	1.2%	-0.8%	-0.5%	-1.0%	8.9%	10.6%	12.7%	8.5%	56.4%	52.8%	43.8%	68.3%	-5.5%	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	68.99		-0.9%	-0.9%	0.3%	7.7%	6.3%	17.5%	16.4%	6.6%	47.0%	39.5%	33.9%	70.0%	-1.2%	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	62474.15	-2.3%	-4.8%	-17.2%	-11.9%	-28.5%	-40.8%	-6.3%	-28.6%	103.5%	85.3%	34.5%	226.1%	-49.9%	Oct '25
Ethereum	1658.56	-3.9%	-7.4%	-19.7%	-22.9%	-44.0%	-31.5%	-11.0%	-44.1%	-12.4%	-16.6%	-55.9%	28.1%	-65.7%	Aug '25
BNB	574.32	-2.6%	-5.0%	-11.6%	-10.1%	-31.9%	-10.4%	23.1%	-33.5%	134.8%	95.0%	12.1%	111.9%	-56.2%	Oct '25
Solana	68.85	-4.3%	-6.2%	-18.3%	-24.7%	-44.4%	-52.5%	-34.2%	-44.7%	301.5%	129.1%	-59.6%	120.9%	-73.7%	Jan '25
Bitcoin ETF	35.37	-3.1%	-4.9%	-17.7%	-11.7%	-28.8%	-39.7%	-6.4%	-28.8%	-	-	-	-	-50.4%	Oct '25
Grayscale Bitcoin (hi fee)	48.52	-2.9%	-4.7%	-17.6%	-11.8%	-29.2%	-40.3%	-7.6%	-29.0%	179.9%	93.3%	56.7%	379.1%	-50.7%	Oct '25
Bloomberg Commodities	22.49	-1.3%	-2.8%	-9.9%	-2.6%	13.3%	22.8%	14.9%	15.1%	37.9%	57.1%	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	4.93	-0.4%	0.0%	-2.7%	0.3%	2.0%	1.4%	1.1%	1.8%	28.9%	133.3%	144.4%	26.9%	-4.9%	May '26
10yr Treasury rate	4.48	-0.7%	1.1%	-1.8%	3.3%	7.4%	3.6%	-9.0%	7.5%	19.7%	201.1%	175.0%	14.7%	-10.2%	Oct '23
5yr Treasury rate	4.24	-1.0%	2.3%	-0.3%	7.5%	13.7%	9.3%	-15.0%	14.1%	6.3%	382.4%	211.0%	3.2%	-14.4%	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	72.90	-2.6%	-4.1%	-24.5%	-17.3%	24.9%	6.4%	-19.9%	27.0%	5.4%	-0.2%	-4.2%	-16.5%	-35.5%	Apr '26
Gold	4160.00	-0.5%	-3.9%	-8.0%	-5.5%	-7.2%	23.2%	64.5%	-3.8%	116.8%	133.4%	131.2%	149.1%	-21.8%	Jan '26
USD/EUR	0.88	0.4%	2.0%	1.9%	1.5%	3.3%	1.9%	-11.4%	3.2%	-	4.8%	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	161.56	0.00%	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	18.97	9.8%	15.6%	13.6%	-27.5%	35.5%	-4.3%	-13.8%	26.9%	41.1%	16.2%	14.3%	-43.5%	-63.7%	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		0.09%	-0.1%	0.0%	0.7%	1.2%	4.0%	6.1%	1.0%	19.1%	18.4%	18.4%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.51		0.03%	0.2%	1.0%	1.3%	1.4%	5.4%	4.3%	1.2%	11.2%	6.2%	5.6%	17.2%	-0.6%	Feb '26
Interm Bond- Janus MSB	45.09		0.2%	-0.4%	0.2%	0.5%	0.5%	5.9%	8.8%	0.4%	14.3%	3.8%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.50		0.2%	-0.2%	0.3%	0.1%	-0.3%	3.6%	8.5%	-0.4%	13.4%	0.9%	1.7%	19.5%	-2.2%	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	48.24		0.01%	-0.3%	0.6%	2.1%	1.0%	4.5%	8.2%	0.8%	18.6%	14.9%	14.7%	28.8%	-1.1%	Feb '26
Long Bond- Vanguard	75.40		0.4%	0.1%	1.2%	2.4%	1.0%	6.1%	7.2%	1.2%	12.7%	-10.4%	-10.5%	26.3%	-1.8%	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		-0.04%	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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