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S&P 500

NewNew Peak

Return

97.4%

[

22.0%

annualized]

Dec 30 2022 - Jun 01 2026

DJIA (Large Value)

-0.3%

BelowPeak May '26

Return

53.5%

[

13.3%

annualized]

Dec 30 2022 - Jun 01 2026

Russell 2000 (Small Cap)

-1.2%

BelowPeak May '26

Return

64.7%

[

15.7%

annualized]

Dec 30 2022 - Jun 01 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 Jun 01 12:20 PM EDT, next update at 12:30 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	7580.32	0.00%	1.4%	4.8%	10.2%	11.3%	28.2%	16.4%	10.7%	79.6%	80.4%	58.0%	111.9%	NewNew Peak	Jun '26
DJIA (Large Value)	50874.36	-0.3%	0.6%	2.8%	3.9%	7.6%	20.4%	13.0%	5.8%	53.9%	47.1%	39.1%	74.2%	-0.3%	May '26
Russell 2000 (Small Cap)	2900.25	-0.7%	1.1%	3.1%	10.2%	17.5%	40.4%	11.3%	16.9%	64.0%	26.4%	27.6%	71.8%	-1.2%	May '26
NASDAQ Comp (Tech/Growth)	27008.79	0.1%	2.5%	7.5%	19.1%	16.0%	41.3%	20.4%	16.2%	106.2%	96.6%	70.6%	159.3%	NewNew Peak	Jun '26
Aggregate Bond	98.42	-0.7%	0.0%	-0.5%	-2.0%	0.0%	4.3%	7.2%	-0.2%	11.3%	0.4%	0.3%	17.2%	-2.0%	Feb '26
Corp Bond	108.53	-0.8%	0.1%	-0.1%	-1.7%	-0.2%	5.3%	7.9%	0.0%	14.8%	-0.2%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	79.74	-0.7%	-0.2%	-0.4%	0.3%	1.6%	6.2%	8.6%	0.9%	27.7%	19.9%	17.5%	37.5%	-0.7%	May '26
Preferred	31.39	-0.5%	0.5%	-0.1%	1.0%	4.3%	9.8%	4.9%	3.0%	23.2%	8.0%	4.2%	28.0%	-1.0%	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	50.67	-0.9%	0.7%	-1.3%	-4.7%	14.7%	19.6%	9.9%	12.2%	41.3%	26.5%	23.4%	58.5%	-5.1%	Feb '26
Consumer Discretionary/Cyclical	118.11	-2.3%	-0.9%	-0.4%	1.3%	0.2%	11.4%	7.4%	-0.9%	57.8%	42.6%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	51.33	-0.5%	-1.2%	-1.1%	0.3%	-2.1%	2.3%	14.9%	-5.8%	67.8%	46.5%	39.8%	79.8%	-8.5%	Jan '26
Real Estate	94.49	-1.3%	-2.4%	-1.6%	-0.2%	6.7%	10.0%	3.3%	7.9%	33.3%	12.4%	-2.9%	42.4%	-2.8%	May '26
Communication Services	115.36	-0.3%	-0.1%	-1.2%	-2.0%	1.1%	15.2%	23.1%	-1.7%	88.9%	53.9%	54.2%	151.5%	-3.6%	Jan '26
Energy	57.55	2.2%	-3.3%	-2.2%	3.6%	27.9%	45.7%	7.9%	29.6%	63.6%	155.1%	133.3%	61.6%	-8.0%	Mar '26
Industrials	171.53	-0.9%	-0.1%	-0.8%	-2.9%	14.0%	21.7%	19.3%	10.9%	82.8%	75.4%	74.6%	113.4%	-3.9%	Mar '26
Technology	194.84	2.0%	8.0%	20.4%	40.6%	36.5%	69.7%	24.6%	35.5%	139.7%	193.9%	129.4%	243.0%	NewNew Peak	Jun '26
Consumer Staples/Defensive	81.83	-1.3%	-3.5%	-2.8%	-8.6%	4.6%	1.5%	1.5%	5.9%	22.3%	32.2%	18.7%	32.8%	-8.6%	Feb '26
Healthcare	147.51	-1.3%	-1.6%	1.6%	-7.5%	-4.2%	13.2%	14.5%	-4.3%	20.5%	31.5%	13.3%	28.2%	-7.5%	Feb '26
Utilities	43.35	-2.4%	-4.4%	-6.9%	-8.5%	-0.6%	8.8%	16.0%	2.3%	47.4%	55.7%	39.1%	56.9%	-8.5%	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	158.56	0.01%	1.6%	4.5%	7.6%	13.6%	30.4%	22.4%	12.1%	80.4%	71.5%	60.0%	117.4%	NewNew Peak	Jun '26
MSCI Emerging Markets	69.71	1.6%	5.8%	8.7%	11.4%	30.3%	56.8%	34.0%	27.4%	93.2%	40.0%	56.3%	120.2%	NewNew Peak	Jun '26
FTSE Europe	88.21	-0.9%	-0.3%	1.2%	-1.7%	10.3%	18.6%	35.8%	6.0%	59.9%	49.5%	46.7%	115.0%	-2.1%	Feb '26
MSCI Japan	92.60	-0.4%	1.1%	4.9%	0.2%	16.4%	30.7%	25.9%	14.7%	66.4%	53.5%	52.9%	108.2%	-1.5%	Feb '26
MSCI India	47.76	-1.6%	-1.3%	-2.8%	-8.6%	-12.1%	-12.1%	2.7%	-11.6%	14.4%	15.0%	3.5%	18.9%	-18.7%	Sep '24
MSCI China	55.33	0.4%	-0.4%	-4.1%	-6.3%	-10.6%	7.1%	31.0%	-7.9%	35.1%	-26.3%	-2.2%	49.6%	-16.4%	Oct '25
International Bond	48.02	-0.6%	-0.1%	0.1%	-1.7%	0.1%	1.5%	2.9%	0.3%	11.9%	1.6%	1.7%	17.7%	-1.7%	Feb '26
iShares Latin America	34.69	-0.7%	-0.7%	-4.2%	-4.9%	14.7%	43.9%	52.7%	13.9%	61.5%	58.1%	97.3%	77.1%	-8.9%	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	695.39	-0.01%	1.4%	5.0%	10.5%	11.8%	29.9%	17.8%	11.2%	86.8%	93.5%	68.2%	122.9%	NewNew Peak	May '26
US Large Growth	128.24	0.3%	2.6%	6.8%	14.0%	8.6%	30.0%	19.8%	8.5%	108.6%	126.7%	84.7%	166.5%	NewNew Peak	Jun '26
US Large Value	237.10	-0.4%	0.3%	2.7%	5.5%	14.7%	27.9%	15.7%	13.2%	67.6%	61.6%	53.0%	85.7%	-0.5%	May '26

US MidCap Blend	78.96	0.01%	1.1%	2.2%	3.5%	11.0%	22.7%	17.0%	9.2%	83.5%	80.3%	61.0%	108.3%	NewNew Peak	Jun '26
US MidCap Growth	300.26	0.5%	3.1%	5.3%	8.0%	7.1%	12.7%	10.7%	7.8%	59.0%	39.1%	23.2%	81.8%	NewNew Peak	Jun '26
US MidCap Value	193.76	-0.4%	-0.3%	0.0%	0.3%	11.1%	22.6%	12.1%	9.8%	60.9%	49.0%	41.9%	71.6%	-0.7%	May '26

US Small Blend	292.11	-0.5%	1.0%	2.6%	5.8%	14.5%	29.8%	8.9%	13.7%	64.7%	40.1%	36.9%	77.7%	-0.6%	May '26
US Small Growth	377.73	-0.8%	1.4%	4.2%	12.7%	17.5%	40.8%	12.9%	17.0%	69.7%	30.5%	31.1%	86.2%	-1.3%	May '26
US Small Value	211.79	-1.0%	0.2%	1.7%	7.5%	18.0%	42.9%	12.4%	17.2%	69.3%	36.6%	36.8%	72.4%	-1.7%	May '26

Foreign Large Blend	104.00	-0.8%	0.0%	1.9%	-1.3%	11.8%	21.3%	31.6%	8.3%	59.8%	49.9%	48.6%	106.5%	-1.6%	Feb '26
Foreign Growth	122.51	-0.7%	0.9%	3.1%	-0.4%	9.9%	14.5%	20.7%	7.5%	37.5%	23.5%	18.9%	80.1%	-0.7%	Feb '26
Foreign Value	78.00	-0.8%	-0.8%	0.8%	-2.2%	13.7%	28.1%	42.2%	9.2%	84.8%	78.9%	83.0%	134.7%	-2.4%	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	22.86		-0.6%	-0.9%	-0.5%	2.3%	-0.1%	1.5%	3.6%	0.0%	23.0%	27.9%	25.2%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.53		-0.01%	-0.3%	0.0%	1.1%	2.0%	4.7%	5.2%	1.5%	21.0%	25.8%	25.1%	27.4%	-0.4%	May '26
Bank Loan- Invesco	20.50		0.2%	0.2%	-0.4%	2.6%	0.7%	4.4%	6.9%	-0.3%	24.7%	28.0%	26.5%	32.9%	-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%	35.2%	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	58.94		0.03%	1.4%	3.1%	8.6%	12.2%	28.8%	17.7%	10.7%	91.4%	109.8%	106.5%	128.0%	-0.3%	May '26
Int’l Min Volatility- Franklin	40.66		-0.7%	-2.0%	-0.5%	-1.8%	13.4%	29.2%	27.1%	10.9%	79.6%	110.0%	97.7%	112.3%	-2.3%	May '26
MidCap 30 - Hennessy (hi fee)	28.64	p	EOD	4.4%	2.6%	11.3%	19.3%	29.2%	3.0%	18.0%	101.9%	116.0%	120.3%	126.5%	-1.1%	May '26
Small Value- Avantis	119.48		-0.5%	-0.5%	-0.4%	6.0%	18.9%	37.7%	7.4%	17.5%	76.7%	64.4%	59.0%	82.4%	-1.5%	May '26
Mid Value- Pacer Cash Cows	65.40		0.7%	1.7%	2.9%	1.0%	11.1%	24.7%	9.0%	9.0%	55.4%	66.9%	50.7%	63.0%	NewNew Peak	Jun '26
Growth- S&P Momentum	151.89		0.9%	4.8%	13.0%	27.5%	28.4%	45.4%	26.6%	27.7%	191.8%	191.8%	148.0%	204.7%	NewNew Peak	Jun '26
Invesco S&P Quality	84.67		-0.8%	0.0%	4.8%	5.0%	14.7%	21.9%	13.2%	13.2%	82.6%	96.5%	68.5%	122.1%	-1.1%	May '26
Rotation Factor- BlackRock	67.49		0.03%	1.3%	5.1%	10.9%	11.9%	31.3%	20.0%	11.3%	103.6%	107.3%	88.1%	154.9%	NewNew Peak	Jun '26
US Min Volatility- Fidelity	70.19		-0.3%	-0.1%	1.5%	3.0%	5.0%	16.6%	11.8%	5.6%	52.2%	64.4%	43.6%	75.2%	-0.3%	May '26
Derivative Income- JPMorgan	55.31		-1.3%	-1.8%	-2.6%	-5.6%	0.1%	7.1%	8.1%	-0.7%	29.1%	42.2%	28.6%	46.8%	-5.6%	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	17.34	p	EOD	0.1%	1.9%	8.2%	10.7%	13.6%	6.5%	9.7%	33.9%	41.2%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.75	p	EOD	0.2%	0.7%	1.0%	6.5%	14.6%	16.4%	5.3%	51.9%	73.3%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	21.04	p	EOD	1.1%	2.4%	0.0%	3.8%	16.1%	34.4%	-0.6%	108.3%	164.6%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	16.16	p	EOD	1.4%	3.4%	7.9%	14.8%	20.4%	18.3%	10.8%	78.8%	80.3%	87.4%	88.0%	NewNew Peak	May '26
Multi Strategy- Variant	25.93	p	EOD	0.1%	0.4%	1.7%	2.9%	7.0%	7.2%	2.3%	21.6%	45.5%	36.9%	28.3%	NewNew Peak	May '26
Long Short- First Trust	74.18		-0.3%	-0.6%	0.7%	4.2%	4.1%	14.3%	9.1%	4.6%	49.8%	62.1%	50.2%	66.1%	-0.7%	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)	374.87	-1.4%	-2.1%	-2.8%	20.3%	19.2%	119.0%	66.0%	19.9%	205.5%	217.5%	160.7%	287.4%	-6.9%	May '26
Meta (Communications)	611.44	-3.3%	0.2%	0.4%	-5.6%	-4.4%	-5.3%	13.1%	-7.3%	126.1%	87.2%	82.0%	383.3%	-22.4%	Aug '25
Amazon (Cyclical)	262.23	-3.1%	-1.5%	-2.2%	24.9%	12.1%	27.9%	5.2%	13.6%	113.6%	62.9%	53.9%	132.3%	-4.6%	May '26
Tesla (Cyclical)	419.61	-3.7%	-1.5%	7.4%	4.2%	-2.4%	21.1%	11.4%	-6.7%	102.2%	101.8%	4.9%	93.2%	-14.3%	Dec '25
Procter & Gamble (Defensive)	140.26	-2.3%	-2.9%	-4.8%	-15.5%	-3.5%	-15.1%	-12.3%	-0.7%	5.3%	19.9%	-3.4%	24.3%	-18.7%	Dec '24
PepsiCo (Defensive)	141.91	-1.6%	-5.7%	-9.8%	-15.6%	-3.3%	12.3%	-1.8%	-0.2%	-14.4%	12.3%	-6.2%	-6.1%	-19.9%	May '23
Coca-Cola (Defensive)	78.81	-0.3%	-3.3%	0.3%	-2.7%	10.3%	12.5%	15.6%	13.5%	43.6%	65.5%	50.8%	58.6%	-3.8%	May '26
Exxon Mobil (Energy)	149.23	2.7%	-3.7%	-1.6%	-1.5%	29.7%	50.5%	16.0%	25.7%	59.6%	196.6%	174.4%	71.7%	-12.4%	Mar '26
Chevron (Energy)	186.82	2.4%	-2.4%	-2.0%	0.0%	23.7%	41.1%	10.1%	23.8%	38.1%	113.1%	85.9%	36.8%	-11.5%	Mar '26
JPMorgan Chase (Financial)	296.52	-0.9%	-3.2%	-5.1%	-0.8%	-3.1%	14.5%	37.3%	-7.1%	130.8%	102.6%	105.6%	211.1%	-10.9%	Jan '26
Visa (Financial)	319.43	-2.1%	-2.9%	-2.4%	0.0%	-2.9%	-11.8%	11.8%	-8.5%	44.3%	46.3%	49.3%	84.5%	-13.8%	Jun '25
Mastercard (Financial)	491.15	-0.6%	-1.5%	-0.9%	-4.9%	-9.4%	-15.6%	9.0%	-13.7%	34.8%	40.5%	36.0%	77.0%	-17.6%	Aug '25
Bank of America (Financial)	51.55	-0.10%	-0.5%	-3.2%	4.0%	-2.1%	19.4%	28.0%	-5.7%	99.0%	35.6%	24.3%	88.9%	-9.4%	Jan '26
UnitedHealth (Health)	378.30	-0.5%	-2.6%	2.6%	30.0%	18.7%	28.8%	-33.1%	15.5%	-18.7%	1.3%	-18.8%	-19.2%	-37.3%	Nov '24
Johnson & Johnson (Health)	222.41	-1.3%	-4.5%	-2.1%	-10.5%	8.9%	46.0%	47.5%	8.0%	56.2%	53.8%	46.5%	51.5%	-10.5%	Mar '26
Eli Lilly (Health)	1079.21	-2.3%	1.3%	12.2%	2.8%	2.4%	47.3%	40.2%	0.8%	152.6%	470.2%	313.7%	242.6%	-4.2%	May '26
Union Pacific (Industrials)	259.35	-1.3%	-2.5%	-2.6%	-2.1%	13.3%	19.0%	3.9%	12.7%	41.0%	28.4%	15.5%	46.5%	-6.7%	May '26
Honeywell (Industrials)	233.48	-1.8%	2.4%	10.5%	-3.6%	24.0%	11.7%	-6.4%	20.9%	36.3%	18.0%	31.8%	55.3%	-5.4%	Mar '26
Nvidia (IT)	221.13	4.7%	2.7%	11.4%	24.8%	22.9%	63.7%	38.9%	18.6%	456.5%	1263.0%	635.6%	1825.4%	-6.2%	May '26
Broadcom (IT)	461.21	3.2%	11.4%	9.5%	44.6%	19.9%	92.1%	50.6%	33.5%	507.6%	988.5%	652.2%	1032.0%	NewNew Peak	Jun '26
Adobe (IT)	273.57	5.5%	11.8%	9.1%	4.3%	-15.3%	-34.1%	-21.3%	-21.8%	-35.9%	-44.8%	-51.5%	-4.4%	-56.9%	Feb '24
Oracle (IT)	244.41	8.3%	27.2%	42.2%	68.7%	22.4%	49.1%	18.1%	26.2%	138.9%	228.7%	195.4%	300.2%	-25.0%	Sep '25
salesforce.com (IT)	208.85	9.3%	16.0%	13.6%	7.5%	-9.9%	-20.7%	-20.2%	-21.0%	-0.5%	-10.3%	-17.0%	48.9%	-42.6%	Dec '24
Linde PLC (Materials)	491.37	-1.3%	-5.1%	-3.3%	-3.0%	21.5%	6.5%	3.2%	15.6%	43.2%	74.0%	53.7%	89.5%	-5.1%	May '26
Sherwin-Williams (Materials)	294.42	-3.1%	-4.7%	-7.4%	-18.6%	-13.6%	-17.4%	-3.8%	-8.9%	28.4%	8.6%	-9.7%	50.8%	-25.5%	Nov '24
American Tower (Real Estate)	186.15	-0.4%	1.2%	2.5%	-2.0%	7.7%	-10.1%	-0.9%	7.1%	10.4%	-16.2%	-25.4%	14.0%	-18.6%	Sep '24
Prologis Inc. (Real Estate)	140.16	-2.3%	-3.9%	-0.9%	-0.9%	10.4%	33.5%	25.1%	10.7%	25.7%	34.8%	-3.4%	55.7%	-4.6%	May '26
NextEra Energy (Utilities)	84.41	-3.0%	-4.7%	-12.9%	-10.0%	0.4%	23.0%	15.5%	5.9%	25.5%	32.5%	3.3%	28.1%	-13.8%	Apr '26
Duke Energy (Utilities)	120.24	-2.0%	-4.3%	-5.7%	-7.3%	1.3%	5.7%	12.7%	4.4%	53.1%	45.7%	38.3%	61.9%	-9.1%	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	16.12	p	EOD	0.9%	1.3%	0.5%	3.5%	9.4%	9.4%	3.0%	23.9%	13.1%	11.6%	33.7%	NewNew Peak	May '26
Moderate-60% Stock	69.49		-0.2%	1.0%	2.5%	3.7%	8.4%	19.8%	16.4%	7.4%	50.2%	40.5%	34.9%	71.3%	-0.2%	May '26
Mod Agg-80% Stock	55.92	p	EOD	1.5%	3.7%	5.4%	11.6%	25.5%	19.6%	10.2%	64.8%	54.0%	46.4%	92.3%	NewNew Peak	May '26
Aggressive-90% Stock	34.23	p	EOD	1.5%	4.0%	7.3%	14.9%	30.9%	20.9%	13.1%	69.5%	58.1%	48.7%	98.6%	-0.1%	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	70768.00	-3.8%	-6.3%	-9.5%	7.4%	-18.0%	-32.0%	-6.3%	-19.1%	163.9%	92.9%	52.3%	269.4%	-43.3%	Oct '25
Ethereum	1963.12	-2.1%	-4.9%	-14.5%	1.7%	-29.9%	-22.4%	-11.0%	-33.8%	5.4%	-25.5%	-47.8%	51.6%	-59.4%	Aug '25
BNB	678.50	-4.2%	4.5%	10.3%	10.5%	-18.0%	3.5%	23.1%	-21.4%	122.5%	87.0%	32.5%	150.4%	-48.2%	Oct '25
Solana	79.33	-3.6%	-5.9%	-5.2%	-3.2%	-37.4%	-49.2%	-34.2%	-36.3%	286.9%	156.0%	-53.4%	154.5%	-69.7%	Jan '25
Bitcoin ETF	40.07	-3.7%	-6.7%	-9.9%	7.8%	-17.4%	-32.6%	-6.4%	-19.3%	-	-	-	-	-43.8%	Oct '25
Grayscale Bitcoin (hi fee)	54.92	-3.7%	-6.7%	-9.9%	7.4%	-17.9%	-33.4%	-7.6%	-19.7%	332.7%	105.8%	77.4%	442.3%	-44.2%	Oct '25
Bloomberg Commodities	24.81	1.5%	-0.6%	-1.6%	13.8%	25.7%	42.1%	14.9%	27.0%	57.7%	69.5%	61.3%	39.9%	-4.2%	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	5.01	0.3%	-1.1%	0.8%	8.1%	5.6%	1.6%	1.1%	3.5%	30.7%	118.1%	148.4%	28.9%	-3.3%	May '26
10yr Treasury rate	4.50	1.0%	-1.3%	2.8%	13.6%	9.8%	1.9%	-9.0%	8.1%	24.7%	178.6%	176.4%	15.3%	-9.8%	Oct '23
5yr Treasury rate	4.21	1.5%	-1.0%	4.8%	20.0%	14.7%	5.9%	-15.0%	13.2%	13.8%	420.8%	208.6%	2.5%	-15.1%	Oct '23
13-week T-bill	3.62	0.8%	0.8%	1.1%	1.0%	-2.1%	-14.6%	-15.7%	1.9%	-30.5%	36050.0%	6720.8%	2.3%	-32.4%	Oct '23
Crude Oil	94.17	7.8%	-2.5%	-7.6%	40.5%	58.7%	54.9%	-19.9%	64.0%	34.3%	39.1%	23.8%	7.9%	-16.6%	Apr '26
Gold	4496.80	-1.4%	-0.5%	-2.9%	-14.0%	6.1%	36.7%	64.5%	4.0%	127.3%	136.3%	149.9%	169.2%	-15.4%	Jan '26
USD/EUR	0.86	0.3%	-0.2%	0.9%	1.6%	-0.2%	-	-11.4%	1.1%	-7.4%	5.1%	-2.1%	-16.5%	-11.9%	Jan '25
USD/JPY	159.69	0.3%	0.3%	1.7%	2.5%	2.4%	-	-0.4%	2.1%	15.1%	45.8%	38.7%	8.8%	-1.2%	Jul '24
S&P 500 Volatility Index	16.04	4.7%	-4.0%	-5.6%	-19.2%	-7.0%	-13.6%	-13.8%	7.3%	2.5%	-10.4%	-3.4%	-52.2%	-69.3%	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	50.62		-0.09%	0.2%	0.2%	0.2%	1.6%	4.4%	6.1%	1.1%	19.3%	18.7%	18.6%	23.8%	-0.1%	May '26
Interm Muni- JPMorgan	50.28		-0.4%	0.6%	0.0%	-1.1%	1.0%	5.4%	4.3%	0.8%	11.3%	5.9%	5.1%	16.7%	-1.1%	Feb '26
Interm Bond- Janus MSB	44.88		-0.5%	-0.3%	-0.7%	-2.2%	0.5%	6.3%	8.8%	-0.1%	13.5%	3.1%	3.5%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	76.26		-0.8%	-0.1%	-0.7%	-2.5%	-0.7%	4.0%	8.5%	-0.7%	12.1%	1.1%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.4%	0.7%	2.3%	3.0%	8.5%	8.2%	2.4%	32.8%	35.7%	31.4%	38.1%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.10		-0.5%	0.3%	0.3%	-1.3%	0.8%	4.9%	8.2%	0.5%	18.0%	14.7%	14.3%	28.4%	-1.4%	Feb '26
Long Bond- Vanguard	74.75		-0.9%	0.4%	0.3%	-2.0%	-0.3%	6.6%	7.2%	0.3%	12.5%	-8.4%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	1.1%	0.1%	-0.9%	0.9%	5.5%	3.3%	0.7%	10.5%	1.8%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.15		-0.3%	0.5%	0.0%	-1.4%	0.7%	5.8%	3.4%	0.4%	9.4%	3.0%	2.4%	14.3%	-1.4%	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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