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S&P 500

NewNew Peak

Return

97.6%

[

22.1%

annualized]

Dec 30 2022 - May 29 2026

DJIA (Large Value)

NewNew Peak

Return

54.0%

[

13.5%

annualized]

Dec 30 2022 - May 29 2026

Russell 2000 (Small Cap)

-0.9%

BelowPeak May '26

Return

65.2%

[

15.8%

annualized]

Dec 30 2022 - May 29 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 29 11:20 AM EDT, next update at 11:30 AM

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	7586.35	0.3%	1.5%	6.3%	10.3%	10.8%	28.3%	16.4%	10.8%	80.4%	80.5%	58.2%	112.1%	NewNew Peak	May '26
DJIA (Large Value)	51062.09	0.8%	1.0%	4.5%	4.3%	7.0%	21.0%	13.0%	6.2%	54.3%	47.9%	39.6%	74.8%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2908.80	-0.9%	1.4%	6.2%	10.5%	16.3%	40.2%	11.3%	17.2%	64.1%	28.2%	28.0%	72.3%	-0.9%	May '26
NASDAQ Comp (Tech/Growth)	26982.53	0.2%	2.4%	9.4%	19.0%	15.5%	40.7%	20.4%	16.1%	107.9%	96.3%	70.4%	159.0%	NewNew Peak	May '26
Aggregate Bond	99.17	0.2%	0.7%	0.5%	-1.2%	0.3%	5.4%	7.2%	0.6%	13.6%	1.1%	1.1%	18.0%	-1.2%	Feb '26
Corp Bond	109.54	0.3%	1.1%	1.1%	-0.8%	0.2%	6.6%	7.9%	0.9%	17.4%	0.7%	-0.3%	26.4%	-0.8%	Feb '26
High Yield Bond	80.32	0.11%	0.5%	0.8%	1.0%	2.1%	7.1%	8.6%	1.6%	29.6%	21.2%	18.3%	38.5%	NewNew Peak	May '26
Preferred	31.63	0.4%	1.2%	1.9%	1.7%	4.6%	10.8%	4.9%	3.8%	26.2%	9.0%	5.0%	28.9%	-0.3%	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	51.49	0.3%	2.4%	1.0%	-3.2%	16.3%	21.6%	9.9%	14.0%	43.2%	30.3%	25.4%	61.0%	-3.5%	Feb '26
Consumer Discretionary/Cyclical	121.34	-0.6%	1.8%	3.9%	4.0%	3.0%	13.8%	7.4%	1.8%	63.6%	46.2%	19.6%	79.9%	-2.4%	Jan '26
Financial Services	51.65	0.8%	-0.5%	-0.5%	1.0%	-2.3%	3.1%	14.9%	-5.2%	68.8%	48.3%	40.7%	81.0%	-7.9%	Jan '26
Real Estate	95.89	-0.7%	-0.9%	1.0%	1.3%	7.1%	11.6%	3.3%	9.5%	36.5%	16.1%	-1.5%	44.5%	-1.4%	May '26
Communication Services	115.88	-0.7%	0.4%	0.5%	-1.5%	1.1%	16.2%	23.1%	-1.2%	92.6%	54.7%	54.9%	152.7%	-3.2%	Jan '26
Energy	56.14	-1.4%	-5.6%	-4.9%	1.0%	26.0%	40.9%	7.9%	26.4%	57.1%	158.4%	127.6%	57.7%	-10.3%	Mar '26
Industrials	173.61	-0.11%	1.1%	2.2%	-1.7%	13.7%	23.3%	19.3%	12.2%	84.6%	78.2%	76.7%	116.0%	-2.7%	Mar '26
Technology	190.45	1.9%	5.6%	19.7%	37.4%	33.4%	65.4%	24.6%	32.4%	136.0%	185.9%	124.2%	235.3%	NewNew Peak	May '26
Consumer Staples/Defensive	83.04	-1.6%	-2.1%	0.1%	-7.2%	6.1%	3.9%	1.5%	7.5%	22.7%	33.7%	20.4%	34.8%	-7.2%	Feb '26
Healthcare	149.56	-0.9%	-0.2%	4.7%	-6.3%	-4.3%	15.0%	14.5%	-3.0%	23.3%	31.1%	14.9%	30.0%	-6.3%	Feb '26
Utilities	44.47	-0.4%	-2.0%	-2.7%	-6.2%	-0.5%	12.8%	16.0%	4.9%	50.9%	58.7%	42.6%	60.9%	-6.2%	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	158.92	0.4%	1.9%	6.6%	7.8%	13.3%	30.4%	22.4%	12.3%	80.9%	72.4%	60.4%	117.9%	NewNew Peak	May '26
MSCI Emerging Markets	68.82	0.3%	4.5%	9.8%	10.0%	28.5%	52.9%	34.0%	25.8%	90.1%	41.0%	54.3%	117.3%	NewNew Peak	May '26
FTSE Europe	89.64	0.7%	1.3%	5.3%	-0.1%	11.5%	20.6%	35.8%	7.7%	61.0%	53.1%	49.1%	118.5%	-0.5%	Feb '26
MSCI Japan	93.28	0.6%	1.8%	7.5%	1.0%	16.6%	31.8%	25.9%	15.5%	69.3%	53.6%	54.0%	109.7%	-0.7%	Feb '26
MSCI India	48.78	0.2%	0.8%	-0.5%	-6.7%	-10.8%	-10.7%	2.7%	-9.8%	17.1%	18.5%	5.7%	21.4%	-17.0%	Sep '24
MSCI China	55.33	0.6%	-0.4%	-2.6%	-6.3%	-9.9%	5.0%	31.0%	-7.9%	34.1%	-24.3%	-2.2%	49.6%	-16.4%	Oct '25
International Bond	48.35	0.2%	0.6%	1.3%	-1.1%	0.5%	2.3%	2.9%	1.0%	14.1%	2.3%	2.4%	18.6%	-1.1%	Feb '26
iShares Latin America	34.89	-0.6%	-0.1%	-2.2%	-4.4%	14.8%	42.2%	52.7%	14.6%	60.8%	63.4%	98.5%	78.0%	-8.4%	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	695.80	0.3%	1.5%	6.4%	10.6%	11.4%	29.8%	17.8%	11.3%	87.7%	93.5%	68.3%	123.1%	NewNew Peak	May '26
US Large Growth	127.88	0.6%	2.3%	7.6%	13.7%	7.9%	29.6%	19.8%	8.2%	109.8%	124.9%	84.1%	165.8%	NewNew Peak	May '26
US Large Value	238.16	0.05%	0.8%	4.9%	6.0%	14.4%	28.6%	15.7%	13.7%	68.4%	62.9%	53.7%	86.5%	-0.1%	May '26

US MidCap Blend	79.01	0.3%	1.2%	4.1%	3.6%	10.3%	23.0%	17.0%	9.3%	83.8%	81.0%	61.1%	108.4%	NewNew Peak	May '26
US MidCap Growth	298.09	0.4%	2.4%	7.4%	7.3%	5.6%	12.1%	10.7%	7.0%	58.8%	37.6%	22.3%	80.5%	NewNew Peak	May '26
US MidCap Value	194.97	0.2%	0.3%	1.6%	0.9%	11.0%	23.5%	12.1%	10.5%	61.2%	51.2%	42.8%	72.6%	-0.1%	May '26

US Small Blend	293.27	-0.3%	1.4%	5.0%	6.2%	14.2%	29.8%	8.9%	14.1%	65.0%	41.9%	37.5%	78.4%	-0.3%	May '26
US Small Growth	379.39	-0.9%	1.9%	8.0%	13.2%	15.9%	40.8%	12.9%	17.5%	70.4%	31.4%	31.7%	87.0%	-0.9%	May '26
US Small Value	213.89	-0.7%	1.2%	4.8%	8.6%	18.4%	43.5%	12.4%	18.4%	70.0%	40.4%	38.2%	74.1%	-0.7%	May '26

Foreign Large Blend	105.38	0.7%	1.3%	5.5%	0.0%	12.7%	23.1%	31.6%	9.7%	61.0%	52.4%	50.6%	109.3%	-0.3%	Feb '26
Foreign Growth	124.16	0.9%	2.2%	6.8%	0.9%	10.6%	16.3%	20.7%	9.0%	38.5%	25.2%	20.5%	82.6%	NewNew Peak	May '26
Foreign Value	79.07	0.6%	0.5%	4.4%	-0.9%	15.1%	30.0%	42.2%	10.7%	86.1%	82.0%	85.5%	137.9%	-1.1%	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	23.01		0.04%	-0.2%	0.0%	3.0%	0.4%	2.3%	3.6%	0.6%	24.1%	28.7%	26.1%	31.9%	-0.4%	May '26
Ultra Short- Janus AAA CLO	50.54		-0.3%	-0.3%	0.1%	1.1%	2.1%	4.9%	5.2%	1.5%	21.3%	25.9%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		0.02%	0.1%	-0.4%	2.5%	0.5%	4.5%	6.9%	-0.4%	25.0%	28.1%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.1%	0.5%	1.6%	2.9%	7.4%	8.9%	2.2%	35.3%	58.3%	50.5%	43.7%	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	59.12		0.05%	1.7%	4.4%	8.9%	12.0%	29.3%	17.7%	11.0%	92.3%	111.7%	107.1%	128.7%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.04		-0.2%	-1.1%	1.7%	-0.9%	14.0%	30.8%	27.1%	11.9%	79.5%	111.1%	99.6%	114.3%	-1.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.97	p	EOD	5.6%	7.3%	12.5%	19.6%	30.3%	3.0%	19.4%	100.4%	120.7%	122.8%	129.1%	NewNew Peak	May '26
Small Value- Avantis	120.41		-0.6%	0.3%	1.5%	6.8%	19.8%	37.9%	7.4%	18.4%	75.1%	68.8%	60.2%	83.9%	-0.8%	May '26
Mid Value- Pacer Cash Cows	65.01		0.6%	1.0%	3.4%	0.4%	10.2%	23.6%	9.0%	8.4%	52.7%	66.3%	49.8%	62.0%	NewNew Peak	May '26
Growth- S&P Momentum	150.79		0.4%	4.0%	15.3%	26.6%	26.2%	44.6%	26.6%	26.7%	189.0%	187.8%	146.2%	202.6%	NewNew Peak	May '26
Invesco S&P Quality	85.47		0.04%	1.0%	6.8%	6.0%	15.2%	23.4%	13.2%	14.3%	84.2%	96.9%	70.1%	124.2%	-0.2%	May '26
Rotation Factor- BlackRock	67.49		0.2%	1.3%	6.4%	10.9%	11.5%	31.2%	20.0%	11.3%	103.9%	107.2%	88.1%	154.9%	NewNew Peak	May '26
US Min Volatility- Fidelity	70.40		-0.01%	0.2%	3.2%	3.3%	4.5%	17.1%	11.8%	5.9%	52.9%	64.1%	44.1%	75.7%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.09		-0.2%	-0.4%	-1.0%	-4.3%	0.9%	8.8%	8.1%	0.7%	31.2%	43.4%	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	17.33	p	EOD	0.1%	1.5%	8.1%	10.9%	13.9%	6.5%	9.6%	33.0%	41.5%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.70	p	EOD	-0.1%	0.3%	0.7%	6.1%	14.2%	16.4%	4.9%	50.2%	73.7%	72.4%	54.0%	-0.5%	May '26
Long Short- AQR	20.84	p	EOD	0.1%	1.5%	-1.0%	3.0%	15.1%	34.4%	-1.5%	103.8%	163.4%	154.3%	142.5%	-2.1%	Dec '25
Mkt Neutral- BlackRock	15.99	p	EOD	0.4%	2.6%	6.8%	13.8%	19.0%	18.3%	9.7%	76.4%	78.5%	85.4%	86.0%	-0.4%	May '26
Multi Strategy- Variant	25.91	p	EOD	-0.8%	-0.3%	0.9%	2.1%	6.2%	7.2%	1.5%	20.8%	44.4%	35.7%	27.3%	-0.8%	May '26
Long Short- First Trust	74.60		0.2%	-0.1%	1.8%	4.8%	4.7%	15.2%	9.1%	5.2%	50.8%	63.6%	51.1%	67.0%	-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)	382.77	-1.9%	-0.1%	9.4%	22.9%	19.7%	123.5%	66.0%	22.4%	209.7%	227.5%	166.2%	295.6%	-4.9%	May '26
Meta (Communications)	628.10	-1.1%	2.9%	-6.1%	-3.0%	-2.9%	-2.3%	13.1%	-4.8%	141.6%	92.6%	87.0%	396.5%	-20.3%	Aug '25
Amazon (Cyclical)	272.30	-0.6%	2.2%	3.5%	29.7%	16.8%	32.4%	5.2%	18.0%	126.7%	69.0%	59.8%	141.2%	-1.0%	May '26
Tesla (Cyclical)	432.37	-2.2%	1.5%	16.0%	7.4%	0.5%	20.6%	11.4%	-3.9%	123.8%	107.5%	8.1%	99.0%	-11.7%	Dec '25
Procter & Gamble (Defensive)	144.03	-1.3%	-0.3%	-1.7%	-13.2%	-1.4%	-12.1%	-12.3%	2.0%	7.1%	21.3%	-0.8%	27.6%	-16.5%	Dec '24
PepsiCo (Defensive)	144.10	-1.5%	-4.3%	-7.2%	-14.3%	-1.3%	13.6%	-1.8%	1.3%	-13.2%	13.7%	-4.7%	-4.6%	-18.7%	May '23
Coca-Cola (Defensive)	79.44	-1.2%	-2.5%	0.7%	-1.9%	10.2%	14.3%	15.6%	14.4%	44.2%	66.8%	52.0%	59.9%	-3.0%	May '26
Exxon Mobil (Energy)	145.33	-1.1%	-6.2%	-5.4%	-4.1%	27.1%	46.0%	16.0%	22.4%	53.0%	199.2%	167.2%	67.2%	-14.7%	Mar '26
Chevron (Energy)	181.01	-1.1%	-5.4%	-5.8%	-3.1%	20.9%	35.5%	10.1%	19.9%	32.1%	112.2%	80.1%	32.5%	-14.3%	Mar '26
JPMorgan Chase (Financial)	297.58	0.3%	-2.9%	-3.8%	-0.4%	-4.0%	14.8%	37.3%	-6.8%	132.7%	105.6%	106.4%	212.2%	-10.6%	Jan '26
Visa (Financial)	330.79	1.8%	0.6%	-1.0%	3.5%	-0.7%	-8.0%	11.8%	-5.3%	50.4%	51.1%	54.6%	91.0%	-10.7%	Jun '25
Mastercard (Financial)	498.43	0.9%	0.0%	-5.1%	-3.5%	-9.2%	-13.2%	9.0%	-12.4%	35.5%	42.3%	38.0%	79.6%	-16.4%	Aug '25
Bank of America (Financial)	51.44	1.3%	-0.7%	-2.7%	3.8%	-3.1%	18.9%	28.0%	-6.0%	96.4%	37.0%	24.0%	88.5%	-9.6%	Jan '26
UnitedHealth (Health)	377.90	-1.2%	-2.7%	1.9%	29.9%	16.3%	30.3%	-33.1%	15.4%	-16.8%	-0.1%	-18.9%	-19.3%	-37.4%	Nov '24
Johnson & Johnson (Health)	227.26	-1.5%	-2.5%	0.0%	-8.5%	10.4%	50.8%	47.5%	10.4%	59.8%	53.7%	49.7%	54.8%	-8.6%	Mar '26
Eli Lilly (Health)	1095.93	-2.7%	2.9%	29.0%	4.4%	2.2%	52.7%	40.2%	2.3%	162.9%	475.2%	320.1%	247.9%	-2.7%	May '26
Union Pacific (Industrials)	260.33	-2.5%	-2.1%	-1.7%	-1.8%	13.5%	19.8%	3.9%	13.1%	44.4%	29.0%	15.9%	47.0%	-6.8%	May '26
Honeywell (Industrials)	236.72	1.6%	3.9%	13.2%	-2.3%	24.5%	14.0%	-6.4%	22.6%	38.3%	20.7%	33.6%	57.4%	-4.0%	Mar '26
Nvidia (IT)	215.18	0.4%	-0.1%	2.8%	21.4%	21.6%	54.6%	38.9%	15.4%	453.0%	1228.0%	615.8%	1773.6%	-8.7%	May '26
Broadcom (IT)	439.69	3.1%	6.2%	8.4%	37.9%	9.6%	83.2%	50.6%	27.3%	463.0%	928.9%	617.1%	979.2%	NewNew Peak	May '26
Adobe (IT)	254.11	5.2%	3.8%	4.3%	-3.2%	-20.6%	-38.5%	-21.3%	-27.4%	-38.8%	-49.6%	-55.0%	-11.2%	-60.0%	Feb '24
Oracle (IT)	219.37	7.7%	14.2%	33.9%	51.4%	9.3%	36.0%	18.1%	13.2%	118.4%	198.1%	165.1%	259.2%	-32.7%	Sep '25
salesforce.com (IT)	191.04	8.4%	6.1%	5.4%	-1.7%	-16.8%	-27.9%	-20.2%	-27.7%	-10.0%	-18.6%	-24.1%	36.2%	-47.5%	Dec '24
Linde PLC (Materials)	498.77	-0.6%	-3.6%	-1.2%	-1.5%	22.4%	8.9%	3.2%	17.4%	45.6%	77.6%	56.1%	92.3%	-3.6%	May '26
Sherwin-Williams (Materials)	305.32	0.06%	-1.2%	-3.9%	-15.6%	-11.0%	-13.6%	-3.8%	-5.6%	36.5%	12.3%	-6.4%	56.4%	-22.8%	Nov '24
American Tower (Real Estate)	186.29	-0.2%	1.3%	4.5%	-1.9%	4.8%	-9.6%	-0.9%	7.2%	13.4%	-15.1%	-25.4%	14.1%	-18.5%	Sep '24
Prologis Inc. (Real Estate)	143.69	-1.3%	-1.5%	3.5%	1.6%	13.6%	36.1%	25.1%	13.5%	26.5%	40.5%	-0.9%	59.6%	-2.2%	May '26
NextEra Energy (Utilities)	86.46	-0.9%	-2.4%	-8.2%	-7.8%	0.9%	29.0%	15.5%	8.4%	26.9%	34.4%	5.8%	31.2%	-11.7%	Apr '26
Duke Energy (Utilities)	123.43	-0.3%	-1.8%	-1.6%	-4.9%	1.3%	10.6%	12.7%	7.1%	56.2%	49.4%	42.0%	66.2%	-6.7%	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	16.10	p	EOD	0.8%	1.6%	0.4%	3.0%	9.4%	9.4%	2.9%	25.1%	12.9%	11.4%	33.5%	NewNew Peak	May '26
Moderate-60% Stock	69.71		0.3%	1.3%	4.0%	4.0%	8.1%	20.2%	16.4%	7.7%	51.0%	41.2%	35.3%	71.8%	NewNew Peak	May '26
Mod Agg-80% Stock	55.81	p	EOD	1.3%	4.8%	5.2%	10.9%	25.3%	19.6%	10.0%	65.1%	54.1%	46.1%	91.9%	NewNew Peak	May '26
Aggressive-90% Stock	34.28	p	EOD	1.6%	5.5%	7.5%	14.5%	30.9%	20.9%	13.2%	70.1%	58.9%	48.9%	98.9%	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	73486.05	-0.07%	-2.7%	-3.0%	11.5%	-19.2%	-30.4%	-6.3%	-16.0%	175.0%	105.9%	58.2%	283.6%	-41.1%	Oct '25
Ethereum	2013.03	0.3%	-2.5%	-10.7%	4.3%	-33.6%	-23.5%	-11.0%	-32.2%	10.1%	-16.8%	-46.5%	55.5%	-58.3%	Aug '25
BNB	637.47	0.00%	-1.8%	3.3%	3.8%	-28.2%	-5.6%	23.1%	-26.2%	107.7%	93.2%	24.5%	135.3%	-51.3%	Oct '25
Solana	82.00	0.02%	-2.7%	-1.2%	0.1%	-40.3%	-50.8%	-34.2%	-34.1%	323.4%	182.4%	-51.8%	163.1%	-68.7%	Jan '25
Bitcoin ETF	41.62	0.1%	-3.1%	-2.6%	11.9%	-19.3%	-30.6%	-6.4%	-16.2%	-	-	-	-	-41.6%	Oct '25
Grayscale Bitcoin (hi fee)	57.06	0.2%	-3.0%	-2.8%	11.6%	-19.6%	-31.5%	-7.6%	-16.5%	356.7%	109.0%	84.3%	463.5%	-42.0%	Oct '25
Bloomberg Commodities	24.42	-0.6%	-2.1%	-3.5%	12.0%	24.4%	38.8%	14.9%	25.0%	53.8%	69.8%	58.8%	37.7%	-5.8%	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	4.98	-0.12%	-1.7%	-0.2%	7.5%	6.7%	1.1%	1.1%	2.9%	25.4%	120.0%	147.0%	28.2%	-3.9%	May '26
10yr Treasury rate	4.44	-0.3%	-2.6%	0.5%	12.1%	10.6%	0.4%	-9.0%	6.7%	16.6%	180.9%	172.8%	13.8%	-11.0%	Oct '23
5yr Treasury rate	4.14	-0.6%	-2.8%	1.8%	17.8%	14.9%	3.5%	-15.0%	11.1%	5.1%	425.0%	203.1%	0.6%	-16.6%	Oct '23
13-week T-bill	3.58	-0.1%	0.0%	-0.1%	0.2%	-3.0%	-15.2%	-15.7%	1.1%	-29.9%	44712.5%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	86.76	-2.4%	-10.2%	-18.8%	29.5%	48.2%	42.4%	-19.9%	51.1%	19.4%	30.8%	14.0%	-0.6%	-23.2%	Apr '26
Gold	4620.00	2.7%	2.2%	1.6%	-11.7%	9.5%	39.3%	64.5%	6.8%	137.6%	142.8%	156.8%	176.6%	-13.1%	Jan '26
USD/EUR	0.86	-0.2%	-0.6%	0.0%	1.1%	-0.7%	-2.6%	-11.4%	0.6%	-	-	-2.6%	-16.9%	-12.3%	Jan '25
USD/JPY	159.19	-0.04%	0.0%	-0.6%	2.1%	1.9%	10.7%	-0.4%	1.8%	-	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	15.64	-0.6%	-6.3%	-16.9%	-21.2%	-4.3%	-18.5%	-13.8%	4.6%	-12.9%	-6.7%	-5.8%	-53.4%	-70.1%	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	50.67		0.10%	0.3%	0.5%	0.3%	1.6%	4.8%	6.1%	1.2%	19.8%	18.8%	18.7%	24.0%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.47		0.2%	0.9%	0.4%	-0.7%	1.2%	5.8%	4.3%	1.1%	12.6%	6.4%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.15		-0.2%	0.3%	0.1%	-1.6%	0.8%	7.3%	8.8%	0.5%	15.9%	3.8%	4.1%	21.0%	-1.6%	Feb '26
Interm Bond- Vanguard	76.92		0.2%	0.8%	0.4%	-1.7%	-0.2%	5.2%	8.5%	0.1%	14.6%	1.9%	2.3%	20.1%	-1.7%	Feb '26
Multisector Bond- Intrepid	9.02	p	EOD	0.3%	0.9%	2.3%	2.9%	8.6%	8.2%	2.4%	32.8%	36.1%	31.3%	38.1%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.40		0.3%	1.0%	1.4%	-0.7%	1.2%	5.7%	8.2%	1.1%	19.5%	15.7%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	75.59		0.3%	1.5%	1.8%	-0.9%	-0.1%	8.2%	7.2%	1.5%	15.7%	-7.4%	-10.3%	26.6%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.41	p	EOD	1.0%	0.3%	-1.0%	0.6%	5.3%	3.3%	0.5%	11.8%	1.7%	0.8%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.35		0.2%	0.9%	0.4%	-1.1%	0.9%	6.1%	3.4%	0.8%	10.7%	3.4%	2.8%	14.7%	-1.1%	Feb '26

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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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