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S&P 500

-0.8%

BelowPeak May '26

Return

93.7%

[

21.6%

annualized]

Dec 30 2022 - May 15 2026

DJIA (Large Value)

-0.9%

BelowPeak Feb '26

Return

50.0%

[

12.8%

annualized]

Dec 30 2022 - May 15 2026

Russell 2000 (Small Cap)

-2.5%

BelowPeak May '26

Return

59.7%

[

14.9%

annualized]

Dec 30 2022 - May 15 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 15 10:40 AM EDT, next update at 10:50 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	7438.78	-0.8%	0.5%	5.9%	8.8%	10.5%	25.7%	16.4%	8.7%	79.8%	78.2%	55.1%	108.0%	-0.8%	May '26
DJIA (Large Value)	49720.61	-0.7%	0.2%	2.6%	0.4%	5.5%	17.5%	13.0%	3.4%	49.1%	44.6%	35.9%	70.2%	-0.9%	Feb '26
Russell 2000 (Small Cap)	2813.28	-1.7%	-1.7%	3.7%	6.3%	17.8%	34.3%	11.3%	13.4%	59.7%	26.5%	23.8%	66.7%	-2.5%	May '26
NASDAQ Comp (Tech/Growth)	26325.68	-1.2%	0.3%	9.6%	16.8%	15.0%	37.7%	20.4%	13.3%	112.9%	96.0%	66.3%	152.7%	-1.2%	May '26
Aggregate Bond	98.18	-0.5%	-1.0%	-1.1%	-1.8%	0.1%	4.6%	7.2%	-0.4%	10.7%	0.3%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	107.93	-0.6%	-1.2%	-1.4%	-2.2%	0.2%	5.6%	7.9%	-0.6%	14.3%	-0.3%	-1.8%	24.5%	-2.3%	Feb '26
High Yield Bond	79.64	-0.3%	-0.6%	-0.5%	0.0%	2.2%	6.4%	8.6%	0.7%	27.8%	20.1%	17.3%	37.3%	-0.7%	Apr '26
Preferred	31.33	-0.9%	-1.2%	0.4%	-0.1%	3.8%	8.8%	4.9%	2.8%	26.8%	9.5%	4.1%	27.7%	-1.2%	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	50.75	-1.8%	-1.6%	-1.2%	-4.4%	18.1%	20.1%	9.9%	12.4%	36.7%	27.5%	23.6%	58.7%	-4.9%	Feb '26
Consumer Discretionary/Cyclical	117.14	-1.3%	-2.5%	-0.9%	1.0%	1.9%	9.5%	7.4%	-1.7%	62.2%	42.9%	15.5%	73.7%	-5.7%	Jan '26
Financial Services	51.42	0.2%	0.3%	-1.4%	0.1%	-1.1%	1.8%	14.9%	-5.6%	67.8%	48.0%	40.0%	80.1%	-8.4%	Jan '26
Real Estate	94.18	-1.2%	-2.5%	-0.1%	0.6%	7.2%	9.8%	3.3%	7.6%	29.8%	17.3%	-3.2%	42.0%	-3.0%	May '26
Communication Services	116.84	-0.2%	-0.1%	-0.4%	2.3%	5.6%	17.0%	23.1%	-0.4%	101.2%	59.4%	56.2%	154.8%	-2.4%	Jan '26
Energy	58.81	1.3%	5.6%	5.5%	8.9%	29.7%	41.8%	7.9%	32.4%	64.3%	164.2%	138.4%	65.2%	-6.0%	Mar '26
Industrials	172.13	-1.4%	-0.6%	0.6%	-0.9%	13.9%	22.7%	19.3%	11.3%	81.9%	77.3%	75.2%	114.2%	-3.5%	Mar '26
Technology	176.94	-1.4%	0.8%	17.7%	26.9%	23.1%	51.8%	24.6%	23.1%	137.4%	170.3%	108.3%	211.5%	-1.4%	May '26
Consumer Staples/Defensive	84.92	-0.07%	0.9%	4.8%	-4.6%	11.4%	7.6%	1.5%	9.9%	19.8%	36.5%	23.2%	37.8%	-5.1%	Feb '26
Healthcare	146.33	-0.2%	2.0%	-1.0%	-6.8%	-2.8%	14.2%	14.5%	-5.1%	16.6%	28.4%	12.4%	27.2%	-8.3%	Feb '26
Utilities	44.31	-1.3%	-0.9%	-3.7%	-4.0%	1.3%	12.5%	16.0%	4.5%	42.5%	56.4%	42.1%	60.3%	-6.5%	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	154.63	-1.3%	-0.5%	3.9%	6.0%	11.4%	27.3%	22.4%	9.3%	76.7%	70.4%	56.0%	112.0%	-1.3%	May '26
MSCI Emerging Markets	65.26	-3.1%	-3.9%	4.9%	6.8%	20.5%	44.4%	34.0%	19.3%	79.1%	38.6%	46.3%	106.1%	-3.9%	May '26
FTSE Europe	86.07	-1.6%	-2.3%	-2.2%	-2.5%	7.7%	18.2%	35.8%	3.4%	50.8%	49.2%	43.2%	109.8%	-4.4%	Feb '26
MSCI Japan	91.23	-0.9%	-1.1%	2.4%	-2.8%	12.7%	32.0%	25.9%	13.0%	64.7%	53.8%	50.6%	105.1%	-2.9%	Feb '26
MSCI India	48.07	-0.6%	-3.6%	-3.8%	-9.1%	-12.0%	-12.2%	2.7%	-11.1%	16.5%	21.9%	4.2%	19.7%	-18.2%	Sep '24
MSCI China	56.83	-2.2%	-2.6%	-2.1%	-5.8%	-9.4%	6.4%	31.0%	-5.4%	28.0%	-18.7%	0.4%	53.7%	-14.1%	Oct '25
International Bond	47.65	-0.7%	-1.0%	-0.8%	-1.7%	-0.6%	1.5%	2.9%	-0.5%	11.2%	1.2%	0.9%	16.8%	-2.5%	Feb '26
iShares Latin America	34.46	-2.6%	-5.4%	-8.7%	-5.0%	15.6%	38.9%	52.7%	13.2%	56.5%	64.6%	96.0%	75.8%	-9.6%	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	682.21	-0.8%	0.6%	6.0%	9.2%	11.1%	27.2%	17.8%	9.1%	87.2%	91.3%	65.1%	118.7%	-0.8%	May '26
US Large Growth	124.89	-0.8%	1.1%	6.5%	11.8%	6.6%	26.7%	19.8%	5.6%	112.9%	123.8%	79.8%	159.6%	-0.8%	May '26
US Large Value	233.30	-0.8%	-0.3%	4.1%	4.7%	14.9%	25.4%	15.7%	11.3%	63.5%	59.9%	50.6%	82.7%	-0.8%	May '26

US MidCap Blend	76.84	-0.9%	-0.4%	1.8%	2.1%	9.2%	19.0%	17.0%	6.3%	77.5%	79.1%	56.7%	102.6%	-1.7%	May '26
US MidCap Growth	286.56	-1.0%	-0.7%	3.1%	5.0%	2.8%	7.3%	10.7%	2.9%	53.4%	36.8%	17.6%	73.5%	-3.5%	Oct '25
US MidCap Value	191.45	-0.8%	-0.1%	0.9%	0.1%	11.3%	20.3%	12.1%	8.5%	55.5%	48.8%	40.2%	69.5%	-1.7%	Apr '26

US Small Blend	283.36	-1.3%	-1.7%	1.8%	2.9%	14.3%	23.7%	8.9%	10.3%	59.4%	38.9%	32.8%	72.4%	-2.6%	May '26
US Small Growth	364.71	-2.0%	-1.2%	4.8%	9.0%	17.1%	34.7%	12.9%	12.9%	64.8%	30.0%	26.6%	79.8%	-2.5%	May '26
US Small Value	206.71	-1.6%	-2.3%	2.4%	3.7%	19.4%	36.6%	12.4%	14.4%	65.8%	37.6%	33.5%	68.2%	-2.8%	May '26

Foreign Large Blend	101.99	-1.4%	-1.9%	-1.3%	-2.2%	9.0%	21.4%	31.6%	6.2%	52.5%	49.9%	45.7%	102.5%	-3.5%	Feb '26
Foreign Growth	118.70	-1.7%	-3.1%	-1.4%	-2.6%	5.1%	13.1%	20.7%	4.2%	30.5%	23.4%	15.2%	74.5%	-3.8%	Feb '26
Foreign Value	77.46	-1.2%	-0.7%	-1.0%	-1.5%	12.8%	30.0%	42.2%	8.5%	77.4%	79.2%	81.7%	133.0%	-3.1%	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	23.09	-0.06%	0.2%	1.2%	1.8%	0.9%	2.9%	3.6%	0.9%	24.0%	29.7%	26.5%	32.3%	-0.1%	May '26
Ultra Short- Janus AAA CLO	50.64	0%	0.1%	0.5%	1.0%	2.5%	5.3%	5.2%	1.7%	21.7%	26.2%	25.4%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.63	-0.2%	-0.1%	0.9%	1.5%	1.6%	5.2%	6.9%	0.3%	25.3%	29.3%	27.3%	33.7%	-0.2%	May '26
Interval CEF- Cliffwater	10.40	EOD	0.1%	0.7%	1.6%	3.2%	7.7%	8.9%	2.0%	35.9%	59.0%	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	58.07	-1.1%	0.3%	4.3%	7.3%	12.0%	27.4%	17.7%	9.1%	92.2%	109.2%	103.4%	124.7%	-1.1%	May '26
Int’l Min Volatility- Franklin	41.03	-0.9%	1.1%	0.4%	1.7%	14.9%	31.4%	27.1%	11.9%	76.6%	112.3%	99.5%	114.2%	-0.9%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.50	EOD	-1.6%	4.4%	8.2%	16.2%	23.8%	3.0%	13.3%	96.4%	111.7%	111.5%	117.4%	-2.3%	May '26
Small Value- Avantis	117.75	-0.9%	-1.7%	2.3%	2.7%	21.4%	32.5%	7.4%	15.8%	73.7%	65.5%	56.7%	79.8%	-2.2%	May '26
Mid Value- Pacer Cash Cows	63.12	0.13%	-0.3%	1.4%	-1.3%	9.1%	18.2%	9.0%	5.2%	46.9%	60.9%	45.4%	57.3%	-2.5%	Feb '26
Growth- S&P Momentum	144.30	-2.2%	0.3%	14.0%	22.4%	23.1%	39.1%	26.6%	21.3%	169.4%	182.4%	135.6%	189.5%	-2.2%	May '26
Invesco S&P Quality	82.74	-0.5%	0.4%	4.2%	4.6%	13.4%	19.8%	13.2%	10.7%	80.3%	93.2%	64.6%	117.0%	-0.5%	May '26
Rotation Factor- BlackRock	66.56	-0.9%	1.2%	5.8%	10.3%	11.5%	29.2%	20.0%	9.7%	110.0%	107.2%	85.5%	151.3%	-0.9%	May '26
US Min Volatility- Fidelity	69.51	-0.07%	0.7%	2.7%	3.3%	6.0%	15.5%	11.8%	4.6%	49.0%	61.4%	42.3%	73.5%	-0.1%	May '26
Derivative Income- JPMorgan	56.01	0.03%	0.1%	-2.0%	-3.6%	2.8%	8.7%	8.1%	0.5%	29.6%	43.2%	30.2%	48.6%	-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	17.35	EOD	1.0%	3.5%	7.9%	10.4%	13.5%	6.5%	9.7%	34.0%	41.6%	42.1%	41.6%	-0.2%	May '26
Multistrategy- AQR	14.75	EOD	0.3%	1.7%	3.1%	6.1%	15.8%	16.4%	5.3%	51.2%	73.2%	72.9%	54.5%	-0.1%	May '26
Long Short- AQR	20.80	EOD	0.1%	1.5%	0.6%	3.3%	17.0%	34.4%	-1.7%	105.6%	155.2%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.90	EOD	1.0%	3.9%	10.0%	12.8%	19.1%	18.3%	9.1%	77.6%	75.5%	84.4%	85.0%	-0.3%	May '26
Multi Strategy- Variant	26.08	EOD	0.1%	0.5%	1.8%	3.2%	6.8%	7.2%	2.1%	22.0%	46.7%	36.6%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.11	-0.11%	-0.2%	2.5%	4.8%	4.9%	15.0%	9.1%	4.5%	50.2%	64.6%	50.1%	65.9%	-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)	398.03	-0.8%	-0.7%	18.1%	30.3%	44.2%	143.6%	66.0%	27.3%	244.5%	252.3%	176.8%	311.4%	-1.1%	May '26
Meta (Communications)	613.90	-0.7%	0.7%	-8.6%	-4.0%	0.9%	-4.4%	13.1%	-6.9%	159.0%	95.8%	82.8%	385.3%	-22.1%	Aug '25
Amazon (Cyclical)	263.27	-1.5%	-3.5%	5.9%	32.4%	12.2%	28.3%	5.2%	14.1%	136.7%	63.4%	54.5%	133.2%	-4.3%	May '26
Tesla (Cyclical)	428.13	-3.4%	-0.1%	9.2%	2.6%	5.9%	24.9%	11.4%	-4.8%	157.4%	117.8%	7.1%	97.1%	-12.6%	Dec '25
Procter & Gamble (Defensive)	141.97	-0.5%	-3.0%	-0.2%	-10.6%	-2.4%	-10.1%	-12.3%	0.5%	-1.6%	16.8%	-2.2%	25.8%	-17.7%	Dec '24
PepsiCo (Defensive)	149.03	0.2%	-3.6%	-3.8%	-9.4%	4.1%	17.9%	-1.8%	4.8%	-15.1%	18.7%	-1.5%	-1.4%	-15.9%	May '23
Coca-Cola (Defensive)	81.01	0.7%	3.3%	7.6%	3.7%	15.4%	16.4%	15.6%	16.7%	38.6%	71.8%	55.0%	63.0%	NewNew Peak	May '26
Exxon Mobil (Energy)	154.98	1.4%	7.2%	4.0%	4.4%	30.8%	46.3%	16.0%	29.6%	62.0%	204.4%	183.0%	77.1%	-9.6%	Mar '26
Chevron (Energy)	188.78	1.1%	3.9%	2.1%	3.7%	22.3%	38.7%	10.1%	25.1%	36.3%	112.4%	87.8%	38.2%	-10.6%	Mar '26
JPMorgan Chase (Financial)	298.33	-0.5%	-1.2%	-2.5%	-0.9%	-0.8%	13.7%	37.3%	-6.5%	136.2%	106.4%	106.9%	213.0%	-10.4%	Jan '26
Visa (Financial)	328.17	1.8%	3.2%	3.9%	4.5%	-0.4%	-8.9%	11.8%	-6.2%	43.9%	49.8%	53.1%	89.1%	-11.6%	Jun '25
Mastercard (Financial)	499.60	2.0%	0.8%	-3.9%	-3.5%	-8.2%	-13.7%	9.0%	-12.2%	32.6%	41.3%	38.3%	80.0%	-16.2%	Aug '25
Bank of America (Financial)	49.83	-0.03%	-2.9%	-8.3%	-4.6%	-4.2%	14.8%	28.0%	-8.9%	94.8%	32.8%	20.1%	82.6%	-12.5%	Jan '26
UnitedHealth (Health)	396.90	-0.5%	4.5%	26.4%	36.4%	25.1%	48.8%	-33.1%	21.2%	-13.5%	5.5%	-14.8%	-15.2%	-34.2%	Nov '24
Johnson & Johnson (Health)	229.54	-0.5%	3.7%	-3.8%	-5.2%	18.5%	57.7%	47.5%	11.5%	57.3%	55.3%	51.2%	56.4%	-7.7%	Mar '26
Eli Lilly (Health)	1011.09	0.4%	6.6%	11.7%	-2.8%	-1.2%	38.9%	40.2%	-5.8%	137.3%	439.3%	286.9%	220.4%	-8.8%	Nov '25
Union Pacific (Industrials)	269.38	0.01%	1.8%	8.6%	3.9%	22.1%	19.4%	3.9%	17.1%	44.6%	32.3%	19.9%	52.2%	-0.7%	Apr '26
Honeywell (Industrials)	213.51	-1.9%	0.2%	-8.0%	-11.1%	7.8%	4.1%	-6.4%	10.0%	23.7%	9.9%	19.9%	41.2%	-13.9%	Mar '26
Nvidia (IT)	227.35	-3.6%	5.6%	14.3%	24.4%	19.6%	68.7%	38.9%	21.9%	685.9%	1500.2%	656.3%	1879.5%	-3.6%	May '26
Broadcom (IT)	427.40	-2.8%	-0.6%	7.7%	31.7%	25.3%	85.2%	50.6%	23.7%	595.1%	969.7%	597.0%	949.1%	-2.8%	May '26
Adobe (IT)	244.31	3.1%	-3.5%	-0.1%	-7.4%	-26.2%	-39.6%	-21.3%	-30.2%	-29.3%	-49.8%	-56.7%	-14.6%	-61.5%	Feb '24
Oracle (IT)	194.42	-0.6%	-0.8%	14.5%	21.8%	-12.2%	23.2%	18.1%	0.4%	107.1%	163.7%	135.0%	218.3%	-40.3%	Sep '25
salesforce.com (IT)	173.21	3.4%	-4.7%	-2.5%	-8.5%	-28.6%	-40.0%	-20.2%	-34.5%	-13.6%	-19.3%	-31.2%	23.5%	-52.4%	Dec '24
Linde PLC (Materials)	509.61	-0.4%	3.3%	2.3%	6.3%	21.2%	13.7%	3.2%	19.9%	43.7%	81.1%	59.5%	96.5%	-0.7%	May '26
Sherwin-Williams (Materials)	303.86	-1.7%	-4.1%	-7.6%	-17.4%	-8.3%	-15.2%	-3.8%	-6.0%	37.7%	11.0%	-6.8%	55.7%	-23.1%	Nov '24
American Tower (Real Estate)	169.36	-0.7%	-4.1%	-4.3%	-11.0%	-5.9%	-17.0%	-0.9%	-2.6%	-3.9%	-20.1%	-32.2%	3.8%	-25.9%	Sep '24
Prologis Inc. (Real Estate)	140.59	-1.5%	-2.4%	0.6%	2.0%	16.3%	33.2%	25.1%	11.0%	23.5%	41.3%	-3.1%	56.2%	-3.1%	Apr '26
NextEra Energy (Utilities)	94.02	-1.7%	1.0%	3.0%	0.9%	13.6%	29.9%	15.5%	17.9%	32.4%	46.3%	15.1%	42.7%	-3.9%	Apr '26
Duke Energy (Utilities)	122.32	-1.6%	-1.5%	-4.4%	-4.6%	0.5%	9.2%	12.7%	5.2%	41.3%	42.7%	39.5%	63.2%	-8.4%	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	16.00	EOD	-0.2%	0.6%	0.4%	3.1%	9.1%	9.4%	2.2%	22.9%	12.9%	10.7%	32.7%	-0.2%	May '26
Moderate-60% Stock	68.32	-0.9%	-0.8%	1.8%	2.7%	7.2%	18.3%	16.4%	5.6%	47.4%	40.0%	32.6%	68.4%	-0.9%	May '26
Mod Agg-80% Stock	55.27	EOD	0.5%	3.9%	5.3%	11.0%	24.6%	19.6%	8.9%	63.3%	54.8%	44.7%	90.1%	NewNew Peak	May '26
Aggressive-90% Stock	33.97	EOD	0.7%	5.2%	7.9%	14.7%	30.3%	20.9%	12.2%	67.9%	60.0%	47.6%	97.1%	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	79130.37	-2.4%	-1.3%	5.8%	14.9%	-16.2%	-23.7%	-6.3%	-9.6%	191.0%	58.6%	70.3%	313.1%	-36.6%	Oct '25
Ethereum	2214.68	-2.9%	-4.0%	-6.1%	8.1%	-28.6%	-13.0%	-11.0%	-25.4%	21.8%	-45.7%	-41.1%	71.0%	-54.2%	Aug '25
BNB	674.99	-0.4%	4.0%	8.4%	9.0%	-26.3%	3.6%	23.1%	-21.8%	115.3%	11.9%	31.8%	149.1%	-48.5%	Oct '25
Solana	89.15	-3.3%	-3.0%	5.0%	5.7%	-35.7%	-47.3%	-34.2%	-28.4%	324.4%	108.7%	-47.7%	186.1%	-66.0%	Jan '25
Bitcoin ETF	44.83	-2.9%	-1.4%	5.3%	15.0%	-16.2%	-23.6%	-6.4%	-9.7%	-	-	-	-	-37.1%	Oct '25
Grayscale Bitcoin (hi fee)	61.47	-2.8%	-1.3%	5.3%	14.6%	-16.7%	-24.5%	-7.6%	-10.1%	353.7%	72.6%	98.6%	507.1%	-37.5%	Oct '25
Bloomberg Commodities	25.32	-0.9%	1.7%	5.7%	20.8%	31.1%	42.9%	14.9%	29.6%	56.3%	77.0%	64.6%	42.7%	-2.3%	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	5.11	1.9%	3.3%	4.5%	8.7%	7.6%	3.9%	1.1%	5.6%	33.0%	116.9%	153.4%	31.5%	NewNew Peak	May '26
10yr Treasury rate	4.57	2.4%	4.7%	6.7%	12.6%	10.1%	2.5%	-9.0%	9.7%	30.2%	179.4%	180.6%	17.1%	-8.4%	Oct '23
5yr Treasury rate	4.23	2.6%	5.4%	8.5%	17.2%	13.2%	3.8%	-15.0%	13.6%	21.9%	418.3%	209.8%	2.8%	-14.8%	Oct '23
13-week T-bill	3.59	0.1%	-0.1%	-0.5%	0.0%	-5.1%	-15.6%	-15.7%	1.3%	-28.1%	71760.0%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	99.83	-1.3%	4.6%	9.4%	58.7%	66.1%	62.0%	-19.9%	73.9%	40.4%	52.7%	31.2%	14.4%	-11.6%	Apr '26
Gold	4560.60	-2.5%	-3.4%	-5.0%	-9.2%	11.6%	41.6%	64.5%	5.4%	126.0%	148.1%	153.5%	173.0%	-14.2%	Jan '26
USD/EUR	0.86	0.3%	1.4%	1.5%	2.0%	0.0%	-3.8%	-11.4%	1.0%	-6.5%	-	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	158.68	0.2%	1.3%	-0.1%	3.8%	2.6%	9.0%	-0.4%	1.5%	16.6%	-	37.8%	8.1%	-1.8%	Jul '24
S&P 500 Volatility Index	18.62	7.9%	8.3%	2.5%	-9.6%	-6.1%	4.4%	-13.8%	24.5%	8.8%	-1.0%	12.2%	-44.5%	-64.4%	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	50.48	-0.10%	-0.2%	-0.2%	-0.2%	1.3%	4.4%	6.1%	0.5%	18.9%	18.2%	17.8%	23.0%	-0.6%	May '26
Interm Muni- JPMorgan	49.92	-0.5%	-0.9%	-0.6%	-1.3%	0.6%	4.5%	4.3%	0.0%	9.7%	5.5%	4.3%	15.8%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.84	-0.6%	-1.2%	-1.3%	-1.9%	0.9%	6.4%	8.8%	-0.1%	12.9%	3.1%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.18	-0.5%	-1.1%	-1.3%	-2.1%	-0.2%	4.7%	8.5%	-0.8%	11.4%	1.3%	1.3%	19.0%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.95	EOD	-0.3%	0.2%	1.2%	2.7%	8.1%	8.2%	1.6%	31.8%	35.8%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.74	-0.3%	-0.8%	-0.7%	-1.8%	0.3%	4.7%	8.2%	-0.3%	16.7%	13.9%	13.4%	27.4%	-2.1%	Feb '26
Long Bond- Vanguard	73.89	-0.8%	-1.6%	-2.0%	-3.1%	-0.4%	6.5%	7.2%	-0.8%	11.9%	-8.7%	-12.3%	23.8%	-3.8%	Oct '25
Long CA Muni- PIMCO	9.38	EOD	-0.4%	-0.1%	-0.8%	0.3%	4.5%	3.3%	0.2%	9.5%	1.7%	0.4%	15.4%	-1.3%	Feb '26
Long Muni- iShares	56.70	-0.6%	-1.0%	-0.8%	-1.8%	0.3%	4.7%	3.4%	-0.4%	7.9%	2.5%	1.6%	13.4%	-2.2%	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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