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S&P 500

-2.3%

BelowPeak Jan '26

Return

77.6%

[

19.2%

annualized]

Dec 30 2022 - Apr 09 2026

DJIA (Large Value)

-3.9%

BelowPeak Feb '26

Return

45.5%

[

12.1%

annualized]

Dec 30 2022 - Apr 09 2026

Russell 2000 (Small Cap)

-2.7%

BelowPeak Jan '26

Return

50.1%

[

13.2%

annualized]

Dec 30 2022 - Apr 09 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 Apr 09 02:10 PM EDT, next update at 02:20 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	6819.18	0.5%	3.6%	0.3%	-2.1%	1.2%	25.0%	16.4%	-0.4%	66.1%	65.2%	42.2%	90.6%	-2.3%	Jan '26
DJIA (Large Value)	48234.04	0.7%	3.7%	1.0%	-2.6%	4.0%	18.8%	13.0%	0.4%	44.0%	42.7%	31.8%	65.1%	-3.9%	Feb '26
Russell 2000 (Small Cap)	2644.08	0.9%	4.5%	3.5%	0.8%	7.1%	38.2%	11.3%	6.5%	50.7%	17.9%	16.3%	56.7%	-2.7%	Jan '26
NASDAQ Comp (Tech/Growth)	22773.45	0.6%	4.1%	0.3%	-3.8%	-1.1%	33.0%	20.4%	-2.0%	88.4%	63.8%	43.8%	118.6%	-4.9%	Oct '25
Aggregate Bond	99.49	0.06%	0.3%	-0.9%	0.0%	1.1%	5.3%	7.2%	0.2%	10.2%	1.2%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	109.55	0.05%	0.4%	-1.1%	-0.3%	0.5%	6.6%	7.9%	0.1%	12.8%	0.8%	-1.1%	25.4%	-1.6%	Feb '26
High Yield Bond	80.27	0.10%	0.9%	0.1%	0.1%	2.3%	8.9%	8.6%	0.5%	27.4%	20.3%	17.1%	37.0%	-0.4%	Feb '26
Preferred	30.77	0.11%	1.1%	-1.3%	-1.9%	-0.2%	8.7%	4.9%	0.1%	18.6%	6.0%	1.3%	24.3%	-3.2%	Feb '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	-0.2%	2.5%	3.8%	7.5%	17.7%	30.5%	9.9%	14.4%	37.6%	42.6%	25.9%	61.6%	-3.2%	Feb '26
Consumer Discretionary/Cyclical	112.57	1.6%	4.1%	-1.6%	-9.3%	-3.9%	16.0%	7.4%	-5.5%	59.2%	33.2%	11.0%	66.9%	-9.4%	Jan '26
Financial Services	51.44	0.5%	3.9%	2.7%	-7.2%	-2.7%	10.6%	14.9%	-5.6%	68.7%	59.6%	40.1%	80.2%	-8.3%	Jan '26
Real Estate	93.15	1.1%	3.2%	0.4%	5.2%	6.4%	14.6%	3.3%	6.4%	27.6%	20.2%	-4.3%	40.4%	-1.9%	Mar '26
Communication Services	113.98	0.1%	2.0%	-2.7%	-3.0%	-0.2%	23.1%	23.1%	-2.9%	99.8%	55.9%	52.4%	148.5%	-4.8%	Jan '26
Energy	57.41	-1.1%	-3.1%	2.6%	23.8%	32.8%	43.9%	7.9%	29.2%	48.9%	186.3%	132.8%	61.2%	-8.2%	Mar '26
Industrials	172.45	1.2%	5.3%	1.2%	6.8%	13.2%	37.9%	19.3%	11.5%	84.4%	85.1%	75.5%	114.6%	-3.3%	Mar '26
Technology	141.29	-0.3%	3.9%	1.2%	-3.2%	-2.4%	39.4%	24.6%	-1.7%	93.5%	107.1%	66.3%	148.8%	-6.8%	Oct '25
Consumer Staples/Defensive	83.48	0.8%	1.9%	-2.3%	5.9%	8.4%	8.2%	1.5%	8.1%	20.2%	38.1%	21.1%	35.5%	-6.7%	Feb '26
Healthcare	149.85	0.12%	2.1%	-2.5%	-4.4%	4.8%	9.9%	14.5%	-2.8%	18.0%	37.7%	15.1%	30.2%	-6.1%	Feb '26
Utilities	47.43	1.4%	2.4%	1.9%	12.4%	6.3%	28.4%	16.0%	11.9%	48.9%	70.2%	52.1%	71.6%	New Peak	Apr '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	145.01	0.3%	4.0%	1.4%	0.2%	5.0%	30.8%	22.4%	2.5%	67.6%	61.2%	46.3%	98.8%	-2.4%	Feb '26
MSCI Emerging Markets	60.26	-0.3%	6.5%	3.1%	5.5%	13.4%	49.8%	34.0%	10.2%	64.8%	26.6%	35.1%	90.3%	-4.8%	Feb '26
FTSE Europe	86.83	0.10%	4.3%	3.1%	1.7%	9.9%	32.9%	35.8%	4.3%	55.8%	56.8%	44.4%	111.7%	-3.6%	Feb '26
MSCI Japan	88.49	-1.0%	3.7%	3.3%	4.6%	12.6%	39.6%	25.9%	9.6%	67.4%	43.4%	46.1%	98.9%	-5.8%	Feb '26
MSCI India	49.37	0.2%	5.8%	-1.2%	-7.2%	-6.5%	-3.6%	2.7%	-8.7%	24.7%	27.4%	7.0%	22.9%	-16.0%	Sep '24
MSCI China	57.10	-0.4%	2.2%	-1.0%	-8.2%	-11.2%	21.4%	31.0%	-5.0%	24.3%	-21.5%	0.9%	54.4%	-13.7%	Oct '25
International Bond	48.17	-0.2%	0.4%	-0.7%	-0.3%	0.3%	2.9%	2.9%	0.1%	11.8%	1.1%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	37.29	1.4%	4.7%	8.4%	17.0%	36.9%	71.7%	52.7%	22.5%	86.9%	91.6%	112.1%	90.3%	-0.1%	Feb '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	624.71	0.5%	3.6%	0.5%	-1.8%	1.8%	26.7%	17.8%	-0.1%	73.0%	77.3%	51.1%	100.3%	-2.0%	Jan '26
US Large Growth	444.63	0.3%	3.4%	-1.6%	-6.5%	-6.1%	24.8%	18.3%	-6.0%	85.9%	78.5%	48.3%	117.8%	-9.4%	Oct '25
US Large Value	223.18	0.6%	3.6%	2.4%	3.0%	10.5%	27.1%	15.7%	6.5%	55.0%	58.8%	44.0%	74.8%	-0.7%	Feb '26

US MidCap Blend	298.47	0.01%	2.9%	0.6%	0.3%	2.6%	22.8%	11.6%	3.2%	51.1%	41.4%	26.0%	68.0%	-2.4%	Feb '26
US MidCap Growth	269.76	-0.5%	3.2%	-1.6%	-5.5%	-8.4%	14.4%	10.7%	-3.2%	45.1%	25.1%	10.7%	63.4%	-9.2%	Oct '25
US MidCap Value	190.33	0.4%	2.8%	2.1%	4.5%	11.2%	28.0%	12.1%	7.9%	53.6%	55.0%	39.4%	68.5%	-1.6%	Feb '26

US Small Blend	273.13	0.01%	3.2%	2.3%	0.9%	7.6%	30.6%	8.9%	6.3%	54.5%	35.0%	28.0%	66.1%	-2.1%	Feb '26
US Small Growth	332.29	0.4%	4.4%	2.1%	-2.9%	2.0%	36.0%	12.9%	2.9%	53.4%	13.2%	15.4%	63.8%	-6.0%	Jan '26
US Small Value	199.84	0.7%	4.0%	4.7%	4.9%	13.4%	43.4%	12.4%	10.6%	58.2%	36.8%	29.1%	62.6%	-0.3%	Feb '26

Foreign Large Blend	102.11	-0.08%	4.2%	3.2%	3.3%	10.6%	34.6%	31.6%	6.3%	56.4%	53.1%	45.9%	102.8%	-3.4%	Feb '26
Foreign Growth	118.28	-0.12%	4.8%	2.1%	-0.7%	4.1%	24.9%	20.7%	3.8%	33.8%	23.4%	14.8%	73.9%	-4.1%	Feb '26
Foreign Value	77.75	0.04%	3.7%	4.2%	7.3%	17.4%	45.1%	42.2%	8.9%	81.5%	86.0%	82.4%	133.9%	-2.7%	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	22.99		-0.11%	0.7%	0.5%	-1.2%	-0.2%	3.3%	3.6%	-0.8%	21.7%	27.5%	24.3%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.51		0.03%	0.2%	0.5%	0.9%	2.3%	5.7%	5.2%	1.0%	21.9%	25.6%	24.5%	26.8%	New Peak	Apr '26
Bank Loan- Invesco	20.57		-0.1%	0.4%	0.9%	-0.8%	1.8%	6.9%	6.9%	-0.5%	25.1%	28.2%	26.3%	32.6%	-0.8%	Jan '26
Interval CEF- Cliffwater	10.31	p	EOD	0.2%	0.5%	1.0%	3.1%	8.3%	8.9%	1.2%	36.4%	59.0%	48.9%	42.2%	New Peak	Apr '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	54.22		0.8%	4.6%	2.1%	-0.2%	4.0%	29.7%	17.7%	1.8%	82.5%	104.5%	89.9%	109.8%	-1.5%	Feb '26
Int’l Min Volatility- Franklin	41.15		-0.3%	0.8%	3.8%	10.3%	19.8%	42.7%	27.1%	12.2%	82.2%	116.9%	100.1%	114.8%	-0.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.47	p	EOD	3.3%	4.4%	-0.6%	7.8%	25.4%	3.0%	4.9%	82.8%	99.8%	95.9%	101.4%	-3.8%	Feb '26
Small Value- Avantis	115.46		0.6%	3.6%	6.2%	7.8%	17.8%	43.1%	7.4%	13.5%	68.3%	71.9%	53.6%	76.3%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	62.09		-0.9%	-0.7%	-2.3%	0.5%	10.5%	24.0%	9.0%	3.5%	40.4%	64.5%	43.0%	54.7%	-4.1%	Feb '26
Growth- S&P Momentum	122.51		0.9%	6.8%	3.0%	2.4%	1.1%	34.5%	26.6%	3.0%	126.5%	132.1%	100.0%	145.8%	-0.8%	Oct '25
Invesco S&P Quality	79.12		0.6%	4.4%	1.8%	2.7%	8.3%	24.9%	13.2%	5.8%	73.7%	85.4%	57.4%	107.5%	-1.9%	Feb '26
Rotation Factor- BlackRock	61.15		0.8%	4.0%	1.5%	-0.4%	3.4%	30.3%	20.0%	0.8%	93.7%	92.8%	70.4%	130.9%	-1.0%	Feb '26
US Min Volatility- Fidelity	66.91		0.5%	2.7%	-0.4%	-0.9%	2.5%	16.8%	11.8%	0.7%	45.4%	58.5%	36.9%	67.0%	-2.1%	Feb '26
Derivative Income- JPMorgan	57.84		0.4%	2.5%	-0.9%	0.5%	5.2%	13.9%	8.1%	2.2%	33.8%	51.0%	32.4%	51.2%	-2.8%	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	16.58	p	EOD	1.2%	2.5%	5.2%	4.2%	13.4%	6.5%	4.9%	30.4%	37.6%	35.8%	35.3%	-0.1%	Mar '26
Multistrategy- AQR	14.57	p	EOD	-0.1%	1.0%	3.0%	7.1%	18.3%	16.4%	4.0%	49.5%	75.8%	70.8%	52.7%	-0.2%	Apr '26
Long Short- AQR	20.72	p	EOD	-0.3%	0.5%	-1.4%	6.2%	24.2%	34.4%	-2.1%	105.1%	173.4%	152.8%	141.1%	-2.7%	Dec '25
Mkt Neutral- BlackRock	15.33	p	EOD	0.5%	2.3%	3.7%	10.4%	17.3%	18.3%	5.1%	68.1%	74.2%	77.7%	78.4%	New Peak	Apr '26
Multi Strategy- Variant	26.11	p	EOD	0.1%	0.6%	1.4%	3.2%	6.9%	7.2%	1.5%	22.2%	47.5%	35.8%	27.3%	New Peak	Apr '26
Long Short- First Trust	72.29		0.8%	2.5%	2.1%	1.2%	4.9%	16.4%	9.1%	1.9%	46.8%	63.5%	46.4%	61.8%	New Peak	Apr '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)	318.65	0.4%	7.7%	4.0%	-3.0%	32.1%	101.5%	66.0%	1.9%	196.3%	183.0%	121.6%	229.3%	-7.2%	Feb '26
Meta (Communications)	628.83	2.7%	9.5%	-2.8%	-3.6%	-14.1%	7.7%	13.1%	-4.7%	193.3%	102.8%	87.2%	397.1%	-20.2%	Aug '25
Amazon (Cyclical)	231.43	4.6%	10.3%	8.4%	-6.4%	1.6%	21.1%	5.2%	0.3%	126.8%	37.3%	35.8%	105.0%	-8.9%	Nov '25
Tesla (Cyclical)	347.15	1.1%	-3.7%	-12.9%	-22.0%	-20.3%	27.5%	11.4%	-22.8%	87.6%	53.8%	-13.2%	59.8%	-29.1%	Dec '25
Procter & Gamble (Defensive)	146.67	1.2%	2.5%	-5.5%	4.1%	-1.2%	-7.2%	-12.3%	3.1%	4.0%	22.0%	0.2%	29.0%	-15.6%	Dec '24
PepsiCo (Defensive)	157.64	1.8%	0.4%	-2.4%	13.7%	11.0%	12.6%	-1.8%	10.8%	-5.4%	29.1%	4.2%	4.3%	-11.1%	May '23
Coca-Cola (Defensive)	78.15	1.1%	1.9%	1.1%	11.6%	19.4%	15.0%	15.6%	12.6%	36.0%	70.6%	49.5%	57.3%	-3.5%	Feb '26
Exxon Mobil (Energy)	155.09	-0.7%	-3.5%	3.1%	25.3%	39.5%	51.6%	16.0%	29.7%	49.3%	236.2%	183.2%	77.3%	-9.6%	Mar '26
Chevron (Energy)	190.71	-1.1%	-4.1%	0.7%	18.8%	28.4%	36.5%	10.1%	26.4%	29.2%	128.2%	89.8%	39.6%	-9.7%	Mar '26
JPMorgan Chase (Financial)	310.45	0.8%	5.9%	7.1%	-5.7%	2.1%	34.4%	37.3%	-3.2%	159.4%	124.3%	114.2%	224.1%	-7.2%	Jan '26
Visa (Financial)	308.68	-0.09%	2.6%	-2.3%	-11.6%	-10.7%	-6.4%	11.8%	-11.8%	39.7%	43.9%	44.0%	77.9%	-16.8%	Jun '25
Mastercard (Financial)	504.75	-0.5%	2.3%	-2.5%	-12.3%	-10.5%	-1.7%	9.0%	-11.5%	41.9%	36.5%	39.5%	81.5%	-15.5%	Aug '25
Bank of America (Financial)	52.74	1.6%	6.8%	10.1%	-5.0%	7.1%	45.1%	28.0%	-3.6%	104.8%	48.9%	27.1%	93.3%	-7.4%	Jan '26
UnitedHealth (Health)	306.99	0.3%	10.7%	7.7%	-10.1%	-15.3%	-45.4%	-33.1%	-6.3%	-36.5%	-11.1%	-34.1%	-34.4%	-49.1%	Nov '24
Johnson & Johnson (Health)	243.87	1.1%	0.3%	0.5%	19.9%	29.1%	66.0%	47.5%	18.5%	61.5%	74.2%	60.7%	66.1%	-1.9%	Mar '26
Eli Lilly (Health)	960.53	0.8%	2.7%	-4.7%	-9.5%	12.6%	28.4%	40.2%	-10.5%	166.7%	447.3%	267.5%	204.4%	-13.3%	Nov '25
Union Pacific (Industrials)	250.35	0.5%	2.3%	-1.3%	10.2%	9.3%	14.6%	3.9%	8.8%	35.0%	25.5%	11.5%	41.4%	-6.2%	Mar '26
Honeywell (Industrials)	235.24	1.2%	2.5%	-1.0%	14.0%	23.6%	28.0%	-6.4%	21.2%	39.7%	21.8%	32.1%	55.6%	-5.2%	Mar '26
Nvidia (IT)	183.42	0.7%	3.4%	0.4%	-0.8%	-4.7%	60.5%	38.9%	-1.6%	579.0%	1177.0%	510.2%	1497.0%	-11.4%	Oct '25
Broadcom (IT)	356.48	1.7%	13.3%	3.3%	3.6%	3.7%	94.1%	50.6%	3.2%	495.8%	712.2%	481.4%	775.0%	-13.3%	Dec '25
Adobe (IT)	228.26	-4.6%	-6.0%	-19.2%	-31.6%	-34.3%	-37.4%	-21.3%	-34.8%	-40.0%	-54.7%	-59.6%	-20.2%	-64.0%	Feb '24
Oracle (IT)	137.02	-4.6%	-6.4%	-9.6%	-31.0%	-53.7%	-0.9%	18.1%	-29.5%	48.1%	93.3%	65.0%	123.5%	-58.1%	Sep '25
salesforce.com (IT)	169.29	-4.0%	-9.6%	-14.8%	-34.9%	-30.9%	-35.7%	-20.2%	-36.1%	-11.0%	-25.9%	-32.9%	20.4%	-53.6%	Dec '24
Linde PLC (Materials)	503.59	0.6%	0.2%	4.5%	13.8%	10.7%	14.4%	3.2%	18.5%	46.8%	89.3%	57.6%	94.2%	-0.8%	Mar '26
Sherwin-Williams (Materials)	337.26	0.5%	6.1%	1.2%	-4.3%	1.7%	1.2%	-3.8%	4.3%	54.6%	38.1%	3.4%	72.8%	-14.7%	Nov '24
American Tower (Real Estate)	180.82	2.6%	4.1%	-3.1%	7.3%	-1.5%	-9.8%	-0.9%	3.0%	-3.2%	-12.9%	-28.3%	9.7%	-21.7%	Sep '24
Prologis Inc. (Real Estate)	139.48	1.5%	4.3%	4.0%	8.7%	23.8%	46.9%	25.1%	10.1%	25.0%	46.8%	-3.8%	55.0%	-1.5%	Mar '26
NextEra Energy (Utilities)	94.94	0.8%	1.9%	3.2%	19.6%	15.0%	44.7%	15.5%	19.1%	31.2%	38.6%	16.2%	44.1%	-0.1%	Feb '26
Duke Energy (Utilities)	133.31	1.3%	0.8%	1.7%	15.1%	8.7%	18.7%	12.7%	14.7%	50.2%	66.0%	52.0%	77.9%	-0.1%	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	15.80	p	EOD	1.1%	-0.1%	0.2%	2.1%	10.4%	9.4%	1.0%	20.9%	11.7%	9.3%	31.0%	-1.5%	Feb '26
Moderate-60% Stock	66.03		0.2%	2.5%	0.3%	0.0%	3.5%	20.7%	16.4%	1.6%	42.2%	35.6%	27.6%	62.0%	-2.3%	Feb '26
Mod Agg-80% Stock	52.03	p	EOD	3.1%	1.0%	0.4%	4.8%	27.0%	19.6%	2.6%	55.0%	46.7%	36.2%	78.9%	-2.3%	Feb '26
Aggressive-90% Stock	31.40	p	EOD	3.8%	1.9%	1.2%	6.4%	31.3%	20.9%	3.7%	57.2%	49.3%	36.4%	82.2%	-2.3%	Feb '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	72022.22	1.3%	7.7%	5.3%	-20.4%	-40.8%	-12.8%	-6.3%	-17.7%	156.8%	23.7%	55.0%	275.9%	-42.3%	Oct '25
Ethereum	2210.09	0.9%	7.5%	10.9%	-28.3%	-49.4%	32.5%	-11.0%	-25.5%	18.0%	6.7%	-41.2%	70.7%	-54.3%	Aug '25
BNB	606.96	1.0%	4.1%	-4.3%	-32.2%	-51.7%	4.2%	23.1%	-29.7%	94.3%	33.9%	18.5%	124.0%	-53.7%	Oct '25
Solana	84.44	2.2%	7.0%	-0.6%	-37.8%	-61.8%	-29.1%	-34.2%	-32.2%	309.7%	204.0%	-50.4%	170.9%	-67.8%	Jan '25
Bitcoin ETF	40.82	1.0%	7.5%	4.3%	-20.2%	-40.6%	-12.8%	-6.4%	-17.8%	-	-	-	-	-42.7%	Oct '25
Grayscale Bitcoin (hi fee)	56.05	1.0%	7.5%	4.2%	-20.5%	-40.9%	-13.8%	-7.6%	-18.0%	282.8%	25.0%	81.1%	453.5%	-43.1%	Oct '25
Bloomberg Commodities	23.73	0.4%	-3.8%	2.5%	18.7%	26.9%	35.9%	14.9%	21.5%	41.7%	81.7%	54.3%	33.8%	-4.0%	Apr '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	4.88	-0.1%	-0.2%	3.0%	1.3%	3.1%	1.8%	1.1%	0.8%	37.9%	108.6%	142.1%	25.6%	-4.4%	Oct '23
10yr Treasury rate	4.27	-0.5%	-1.0%	3.3%	2.4%	3.0%	-2.9%	-9.0%	2.6%	29.9%	156.4%	162.3%	9.5%	-14.4%	Oct '23
5yr Treasury rate	3.89	-0.7%	-1.4%	4.2%	3.6%	4.1%	-5.0%	-15.0%	4.6%	16.0%	348.6%	185.3%	-5.3%	-21.5%	Oct '23
13-week T-bill	3.58	-0.4%	-0.6%	-0.2%	2.0%	-7.0%	-15.2%	-15.7%	1.1%	-23.9%	119400.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	96.18	1.9%	-13.8%	1.5%	62.7%	56.4%	54.3%	-19.9%	67.5%	19.2%	62.1%	26.4%	10.2%	-14.8%	Apr '26
Gold	4821.80	1.5%	3.7%	-5.3%	7.4%	22.2%	57.8%	64.5%	11.5%	139.7%	176.6%	168.0%	188.7%	-9.3%	Jan '26
USD/EUR	0.85	-0.4%	-1.5%	-1.6%	-0.5%	-1.2%	-6.5%	-11.4%	0.3%	-6.8%	-	-2.9%	-17.1%	-12.5%	Jan '25
USD/JPY	158.83	0.12%	-0.4%	0.3%	1.2%	3.8%	7.8%	-0.4%	1.5%	20.6%	-	37.9%	8.2%	-1.7%	Jul '24
S&P 500 Volatility Index	19.78	-6.0%	-17.1%	-22.4%	36.5%	20.4%	-41.2%	-13.8%	32.3%	7.5%	18.5%	19.2%	-41.1%	-62.2%	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	50.51		-0.4%	-0.2%	-0.6%	0.1%	1.3%	4.5%	6.1%	0.2%	18.6%	18.0%	17.4%	22.6%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.33		0.2%	0.4%	-0.8%	-0.2%	1.4%	6.1%	4.3%	0.2%	9.5%	6.3%	4.5%	16.1%	-1.6%	Feb '26
Interm Bond- Janus MSB	45.52		-0.02%	0.4%	-0.4%	0.4%	2.5%	7.6%	8.8%	0.9%	13.2%	4.3%	4.5%	21.5%	-1.2%	Feb '26
Interm Bond- Vanguard	77.32		0.09%	0.3%	-1.1%	-0.2%	1.0%	5.8%	8.5%	0.0%	11.3%	2.6%	2.1%	19.9%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.6%	1.3%	0.5%	2.2%	10.0%	8.2%	0.9%	30.7%	35.9%	29.4%	36.1%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.21		0.2%	1.1%	-0.4%	-0.7%	1.0%	6.6%	8.2%	-0.2%	16.7%	14.2%	13.5%	27.5%	-2.1%	Feb '26
Long Bond- Vanguard	75.32		0.07%	0.5%	-1.6%	-0.6%	-0.3%	6.6%	7.2%	0.2%	8.8%	-7.7%	-11.4%	25.0%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	-0.2%	-0.1%	1.3%	7.4%	3.3%	0.3%	8.9%	2.6%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.31		0.2%	0.6%	-0.7%	-0.3%	1.7%	7.0%	3.4%	0.2%	7.7%	3.3%	2.2%	14.1%	-1.6%	Feb '26

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BelowPeak Jan '26

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Russell 2000 (Small Cap)

BelowPeak Jan '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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