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S&P 500

New Peak

Return

82.5%

[

20.0%

annualized]

Dec 30 2022 - Apr 15 2026

DJIA (Large Value)

-3.5%

BelowPeak Feb '26

Return

46.1%

[

12.2%

annualized]

Dec 30 2022 - Apr 15 2026

Russell 2000 (Small Cap)

-0.5%

BelowPeak Jan '26

Return

53.6%

[

13.9%

annualized]

Dec 30 2022 - Apr 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 Apr 15 02:20 PM EDT, next update at 02:30 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	7007.39	0.6%	3.3%	5.7%	0.9%	5.0%	29.8%	16.4%	2.4%	69.4%	68.0%	46.1%	95.9%	New Peak	Apr '26
DJIA (Large Value)	48422.53	-0.2%	1.1%	4.0%	-2.1%	4.7%	19.9%	13.0%	0.7%	42.9%	42.3%	32.4%	65.8%	-3.5%	Feb '26
Russell 2000 (Small Cap)	2704.88	-0.03%	3.2%	9.1%	1.1%	7.3%	43.7%	11.3%	9.0%	51.9%	19.8%	19.0%	60.3%	-0.5%	Jan '26
NASDAQ Comp (Tech/Growth)	23911.59	1.2%	5.6%	8.2%	1.6%	5.5%	42.1%	20.4%	2.9%	97.2%	70.3%	51.0%	129.5%	-0.2%	Oct '25
Aggregate Bond	99.61	-0.2%	0.2%	0.7%	0.4%	0.8%	5.9%	7.2%	0.7%	11.9%	1.1%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.80	-0.2%	0.3%	1.9%	0.1%	0.2%	7.9%	7.9%	0.8%	14.5%	0.6%	-0.5%	26.2%	-1.0%	Feb '26
High Yield Bond	80.42	-0.11%	0.3%	2.0%	0.7%	2.5%	10.2%	8.6%	1.2%	27.5%	20.7%	17.8%	38.0%	-0.1%	Apr '26
Preferred	31.31	0.2%	1.8%	2.6%	-0.5%	1.8%	13.2%	4.9%	2.3%	20.2%	7.8%	3.5%	27.0%	-1.1%	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	51.37	-1.2%	-0.7%	4.9%	5.4%	16.9%	29.6%	9.9%	13.8%	34.6%	38.9%	25.1%	60.6%	-3.8%	Feb '26
Consumer Discretionary/Cyclical	118.09	1.4%	6.6%	6.7%	-3.6%	1.0%	26.0%	7.4%	-0.9%	64.7%	37.8%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	52.31	1.0%	2.2%	7.5%	-3.3%	-0.9%	12.4%	14.9%	-4.0%	66.9%	62.3%	42.4%	83.2%	-6.8%	Jan '26
Real Estate	94.18	-0.04%	2.2%	3.3%	4.0%	5.7%	14.4%	3.3%	7.6%	30.9%	18.8%	-3.3%	42.0%	-0.8%	Mar '26
Communication Services	117.92	1.2%	3.6%	3.4%	1.8%	2.8%	29.6%	23.1%	0.5%	105.7%	61.3%	57.7%	157.1%	-1.5%	Jan '26
Energy	55.97	0.03%	-3.6%	-2.4%	18.3%	31.6%	46.2%	7.9%	26.0%	41.4%	175.7%	126.9%	57.2%	-10.5%	Mar '26
Industrials	171.02	-1.3%	0.3%	4.2%	3.5%	12.8%	37.2%	19.3%	10.6%	79.1%	82.8%	74.0%	112.8%	-4.1%	Mar '26
Technology	149.32	0.9%	5.4%	9.3%	2.8%	5.3%	49.5%	24.6%	3.8%	105.1%	116.4%	75.8%	162.9%	-1.5%	Oct '25
Consumer Staples/Defensive	81.08	-0.5%	-2.1%	-3.8%	-1.0%	3.7%	2.8%	1.5%	5.0%	17.0%	33.2%	17.6%	31.6%	-9.4%	Feb '26
Healthcare	147.56	-0.9%	-1.4%	-1.1%	-5.6%	4.4%	9.1%	14.5%	-4.3%	15.3%	32.6%	13.4%	28.3%	-7.5%	Feb '26
Utilities	46.03	-0.9%	-1.6%	-1.3%	6.3%	0.5%	21.9%	16.0%	8.6%	46.4%	60.6%	47.7%	66.5%	-2.9%	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	148.51	0.3%	2.7%	6.4%	2.4%	8.1%	33.9%	22.4%	5.0%	69.7%	63.3%	49.9%	103.6%	-0.1%	Feb '26
MSCI Emerging Markets	62.16	-0.13%	2.8%	9.4%	7.0%	17.1%	51.2%	34.0%	13.6%	68.6%	29.0%	39.4%	96.3%	-1.8%	Feb '26
FTSE Europe	87.92	-0.5%	1.4%	7.5%	2.8%	11.1%	30.6%	35.8%	5.6%	54.0%	57.1%	46.3%	114.3%	-2.4%	Feb '26
MSCI Japan	88.97	-0.5%	-0.5%	6.7%	4.2%	13.6%	38.0%	25.9%	10.2%	66.5%	43.8%	46.9%	100.0%	-5.3%	Feb '26
MSCI India	49.93	0.5%	1.3%	3.9%	-6.2%	-7.1%	-2.3%	2.7%	-7.6%	25.5%	30.7%	8.2%	24.3%	-15.0%	Sep '24
MSCI China	57.97	-0.08%	1.2%	0.3%	-8.8%	-7.2%	18.1%	31.0%	-3.5%	28.5%	-20.7%	2.4%	56.8%	-12.4%	Oct '25
International Bond	48.10	-0.2%	-0.4%	0.4%	-0.3%	-0.3%	2.5%	2.9%	0.2%	13.0%	1.0%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	37.91	-0.5%	3.0%	14.4%	16.8%	38.9%	73.6%	52.7%	24.5%	77.6%	89.4%	115.6%	93.5%	-0.5%	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	642.01	0.6%	3.3%	5.7%	1.2%	5.6%	31.5%	17.8%	2.7%	76.4%	80.3%	55.3%	105.8%	New Peak	Apr '26
US Large Growth	467.18	1.4%	5.4%	6.7%	-0.7%	0.2%	33.1%	18.3%	-1.2%	94.3%	84.5%	55.8%	128.9%	-4.8%	Oct '25
US Large Value	223.96	-0.3%	0.9%	4.7%	2.6%	10.8%	28.2%	15.7%	6.9%	53.7%	58.3%	44.5%	75.4%	-0.3%	Apr '26

US MidCap Blend	301.93	0.01%	1.2%	4.9%	0.6%	4.0%	24.5%	11.6%	4.4%	50.9%	41.3%	27.4%	70.0%	-1.3%	Feb '26
US MidCap Growth	277.99	0.5%	2.6%	5.8%	-2.8%	-4.6%	18.6%	10.7%	-0.2%	46.9%	26.7%	14.1%	68.4%	-6.4%	Oct '25
US MidCap Value	189.91	-0.4%	0.2%	4.2%	2.9%	10.6%	28.1%	12.1%	7.7%	51.8%	53.4%	39.1%	68.2%	-1.8%	Feb '26

US Small Blend	278.21	-0.01%	1.9%	7.2%	1.3%	9.2%	35.8%	8.9%	8.3%	54.8%	35.8%	30.4%	69.2%	-0.2%	Feb '26
US Small Growth	347.20	0.4%	4.9%	10.2%	-0.3%	3.9%	43.8%	12.9%	7.5%	57.1%	17.3%	20.5%	71.1%	-1.8%	Jan '26
US Small Value	201.65	-0.2%	1.6%	8.3%	3.4%	12.5%	47.3%	12.4%	11.6%	58.1%	37.1%	30.3%	64.1%	-0.2%	Apr '26

Foreign Large Blend	103.17	-0.5%	1.0%	7.1%	3.9%	11.9%	32.7%	31.6%	7.4%	55.3%	53.3%	47.4%	104.9%	-2.4%	Feb '26
Foreign Growth	120.11	-0.5%	1.4%	6.8%	1.0%	5.9%	24.3%	20.7%	5.4%	33.5%	24.0%	16.6%	76.6%	-2.7%	Feb '26
Foreign Value	78.22	-0.3%	0.6%	7.6%	6.7%	18.1%	41.5%	42.2%	9.5%	79.3%	85.6%	83.5%	135.4%	-2.1%	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	22.96		0.06%	-0.2%	0.8%	-0.5%	0.6%	4.5%	3.6%	-0.3%	22.8%	28.1%	25.0%	30.7%	-1.1%	Jan '26
Ultra Short- Janus AAA CLO	50.57		0.00%	0.2%	0.8%	0.9%	2.4%	5.9%	5.2%	1.1%	21.7%	25.4%	24.7%	27.0%	New Peak	Apr '26
Bank Loan- Invesco	20.57		0.12%	-0.2%	1.1%	-0.7%	1.8%	7.0%	6.9%	-0.5%	24.5%	28.5%	26.3%	32.6%	-0.8%	Jan '26
Interval CEF- Cliffwater	10.32	p	EOD	0.1%	0.5%	1.0%	3.2%	8.1%	8.9%	1.3%	36.3%	58.8%	49.0%	42.3%	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	55.53		0.2%	3.2%	7.3%	2.4%	7.6%	34.6%	17.7%	4.3%	84.1%	108.0%	94.5%	114.8%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.86		-0.8%	-1.0%	2.8%	8.2%	19.6%	41.0%	27.1%	11.4%	78.9%	115.6%	98.7%	113.3%	-1.3%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.17	p	EOD	2.7%	10.7%	-0.3%	9.6%	32.2%	3.0%	7.8%	83.1%	106.5%	101.3%	106.9%	-1.1%	Feb '26
Small Value- Avantis	115.14		-0.3%	0.3%	8.3%	6.0%	16.8%	47.0%	7.4%	13.2%	63.4%	70.2%	53.2%	75.8%	-0.6%	Apr '26
Mid Value- Pacer Cash Cows	62.35		0.5%	-0.5%	0.2%	0.4%	11.2%	26.9%	9.0%	3.9%	38.2%	64.2%	43.6%	55.4%	-3.7%	Feb '26
Growth- S&P Momentum	125.85		-0.6%	3.7%	8.6%	5.4%	4.4%	40.2%	26.6%	5.8%	129.3%	133.1%	105.5%	152.5%	-0.6%	Apr '26
Invesco S&P Quality	79.17		-0.6%	0.7%	4.6%	2.5%	8.5%	25.6%	13.2%	5.9%	72.1%	82.8%	57.5%	107.6%	-1.8%	Feb '26
Rotation Factor- BlackRock	62.74		0.4%	3.4%	6.2%	3.0%	6.8%	35.1%	20.0%	3.5%	97.0%	96.4%	74.9%	136.9%	New Peak	Apr '26
US Min Volatility- Fidelity	67.61		0.4%	1.5%	3.0%	0.3%	4.2%	17.5%	11.8%	1.7%	46.4%	58.1%	38.4%	68.8%	-1.1%	Feb '26
Derivative Income- JPMorgan	57.63		-0.4%	0.0%	1.7%	0.5%	5.4%	15.0%	8.1%	2.6%	33.2%	50.4%	32.9%	51.7%	-2.5%	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	16.69	p	EOD	0.7%	1.9%	6.1%	5.4%	12.2%	6.5%	5.6%	30.1%	38.4%	36.7%	36.2%	New Peak	Apr '26
Multistrategy- AQR	14.49	p	EOD	-0.8%	1.1%	2.6%	6.7%	16.7%	16.4%	3.4%	46.6%	73.8%	69.9%	51.8%	-0.8%	Apr '26
Long Short- AQR	20.39	p	EOD	-2.3%	0.0%	-1.9%	4.9%	20.4%	34.4%	-3.6%	98.5%	168.1%	148.8%	137.3%	-4.2%	Dec '25
Mkt Neutral- BlackRock	15.28	p	EOD	-0.3%	3.0%	3.7%	10.7%	18.5%	18.3%	4.8%	66.9%	72.9%	77.2%	77.8%	-0.3%	Apr '26
Multi Strategy- Variant	26.14	p	EOD	0.1%	0.6%	1.8%	3.2%	6.9%	7.2%	1.6%	22.1%	47.4%	35.9%	27.4%	New Peak	Apr '26
Long Short- First Trust	72.27		-0.4%	0.8%	4.1%	1.7%	5.0%	16.2%	9.1%	1.9%	45.9%	62.4%	46.3%	61.8%	-0.4%	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)	335.72	0.8%	5.8%	11.1%	1.0%	33.9%	115.5%	66.0%	7.3%	210.9%	196.2%	133.5%	247.0%	-2.3%	Feb '26
Meta (Communications)	673.03	1.6%	9.9%	9.8%	8.5%	-6.0%	29.5%	13.1%	2.0%	206.2%	120.4%	100.4%	432.0%	-14.6%	Aug '25
Amazon (Cyclical)	248.67	-0.1%	12.4%	19.7%	4.4%	15.4%	38.5%	5.2%	7.7%	142.6%	47.2%	45.9%	120.3%	-2.1%	Nov '25
Tesla (Cyclical)	389.50	6.9%	13.5%	-0.4%	-11.2%	-10.5%	53.3%	11.4%	-13.4%	110.5%	58.2%	-2.6%	79.3%	-20.5%	Dec '25
Procter & Gamble (Defensive)	143.24	-0.8%	-1.1%	-4.9%	-0.3%	-1.5%	-12.6%	-12.3%	0.7%	2.4%	18.4%	-2.1%	25.9%	-17.6%	Dec '24
PepsiCo (Defensive)	154.79	-0.6%	0.0%	-3.2%	6.5%	4.3%	12.7%	-1.8%	8.8%	-6.7%	27.0%	2.3%	2.4%	-12.7%	May '23
Coca-Cola (Defensive)	75.24	-0.9%	-2.7%	-2.7%	7.5%	13.7%	7.7%	15.6%	8.4%	30.5%	63.7%	43.9%	51.4%	-7.1%	Feb '26
Exxon Mobil (Energy)	149.46	0.1%	-4.3%	-4.3%	16.5%	36.0%	49.9%	16.0%	25.0%	42.6%	217.7%	172.9%	70.8%	-12.8%	Mar '26
Chevron (Energy)	185.39	-0.9%	-3.9%	-5.8%	12.7%	24.4%	44.0%	10.1%	22.8%	22.1%	120.8%	84.5%	35.7%	-12.2%	Mar '26
JPMorgan Chase (Financial)	305.79	-1.7%	-0.7%	8.4%	-0.6%	1.0%	33.7%	37.3%	-4.2%	136.0%	128.0%	112.1%	220.8%	-8.1%	Jan '26
Visa (Financial)	315.67	1.4%	2.2%	2.8%	-3.5%	-8.3%	-5.3%	11.8%	-9.8%	38.0%	44.7%	47.2%	81.9%	-14.9%	Jun '25
Mastercard (Financial)	521.06	1.5%	2.9%	4.8%	-3.8%	-7.1%	1.3%	9.0%	-8.4%	42.4%	38.8%	44.3%	87.7%	-12.6%	Aug '25
Bank of America (Financial)	54.55	2.2%	5.1%	16.8%	4.3%	5.5%	46.8%	28.0%	-0.3%	99.8%	59.0%	31.5%	99.9%	-4.2%	Jan '26
UnitedHealth (Health)	312.91	-0.4%	2.3%	10.9%	-7.0%	-12.1%	-44.9%	-33.1%	-4.5%	-35.1%	-12.6%	-32.8%	-33.2%	-48.1%	Nov '24
Johnson & Johnson (Health)	237.18	-1.2%	-1.7%	-1.8%	8.6%	25.5%	58.7%	47.5%	15.2%	56.4%	70.3%	56.3%	61.6%	-4.6%	Mar '26
Eli Lilly (Health)	904.08	-2.0%	-5.2%	-8.2%	-12.3%	9.7%	20.3%	40.2%	-15.7%	146.7%	411.1%	245.9%	186.5%	-18.4%	Nov '25
Union Pacific (Industrials)	248.60	-1.4%	-0.2%	2.5%	8.4%	11.4%	15.6%	3.9%	8.0%	34.1%	24.7%	10.7%	40.4%	-6.9%	Mar '26
Honeywell (Industrials)	231.08	-0.9%	-0.6%	-1.5%	8.0%	22.4%	26.0%	-6.4%	19.0%	33.0%	18.2%	29.7%	52.9%	-6.8%	Mar '26
Nvidia (IT)	196.79	0.1%	8.1%	9.2%	5.2%	9.4%	75.4%	38.9%	5.5%	636.1%	1122.6%	554.6%	1613.5%	-4.9%	Oct '25
Broadcom (IT)	392.88	3.2%	12.0%	22.2%	14.8%	12.3%	121.3%	50.6%	13.8%	559.9%	804.7%	540.7%	864.3%	-4.5%	Dec '25
Adobe (IT)	244.64	3.8%	2.2%	-1.9%	-19.6%	-26.0%	-30.2%	-21.3%	-30.1%	-35.5%	-53.2%	-56.7%	-14.5%	-61.5%	Feb '24
Oracle (IT)	170.40	4.5%	19.0%	10.2%	-9.9%	-43.5%	28.5%	18.1%	-12.0%	84.4%	132.9%	105.9%	179.0%	-47.7%	Sep '25
salesforce.com (IT)	178.29	4.1%	1.3%	-7.3%	-23.5%	-24.3%	-29.5%	-20.2%	-32.5%	-7.1%	-22.4%	-29.2%	27.1%	-51.0%	Dec '24
Linde PLC (Materials)	497.93	-0.3%	-0.5%	0.8%	13.5%	11.1%	11.9%	3.2%	17.2%	43.9%	85.1%	55.8%	92.0%	-2.1%	Apr '26
Sherwin-Williams (Materials)	326.96	-2.0%	-2.6%	2.2%	-8.0%	-1.3%	-2.1%	-3.8%	1.1%	48.8%	32.9%	0.2%	67.5%	-17.3%	Nov '24
American Tower (Real Estate)	177.65	0.7%	0.8%	-3.7%	-2.2%	-5.6%	-16.3%	-0.9%	1.2%	-5.7%	-17.2%	-29.6%	7.8%	-23.0%	Sep '24
Prologis Inc. (Real Estate)	139.12	0.5%	1.2%	6.4%	5.6%	15.1%	46.2%	25.1%	9.8%	27.8%	42.7%	-4.1%	54.6%	-1.7%	Mar '26
NextEra Energy (Utilities)	90.69	-0.7%	-3.7%	-2.3%	11.1%	7.2%	38.0%	15.5%	13.7%	26.9%	28.7%	11.0%	37.7%	-4.6%	Feb '26
Duke Energy (Utilities)	128.49	-1.0%	-2.4%	-3.5%	9.0%	1.6%	10.4%	12.7%	10.6%	47.9%	56.4%	46.5%	71.5%	-3.7%	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	15.89	p	EOD	0.6%	1.9%	0.7%	2.2%	10.5%	9.4%	1.5%	22.3%	11.7%	10.0%	31.8%	-0.9%	Feb '26
Moderate-60% Stock	67.00		0.07%	1.6%	4.3%	1.8%	5.7%	22.5%	16.4%	3.6%	45.1%	37.3%	30.1%	65.1%	-0.4%	Feb '26
Mod Agg-80% Stock	52.97	p	EOD	1.8%	5.1%	1.9%	7.0%	28.5%	19.6%	4.4%	56.6%	48.0%	38.7%	82.2%	-0.6%	Feb '26
Aggressive-90% Stock	32.21	p	EOD	2.6%	7.0%	3.5%	9.7%	34.1%	20.9%	6.4%	59.5%	51.4%	39.9%	86.8%	New Peak	Apr '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	74335.20	0.2%	4.5%	4.7%	-22.2%	-32.9%	-11.2%	-6.3%	-15.1%	143.8%	17.4%	60.0%	288.0%	-40.4%	Oct '25
Ethereum	2352.30	1.2%	7.4%	12.4%	-29.1%	-41.0%	48.1%	-11.0%	-20.7%	11.9%	-6.6%	-37.5%	81.7%	-51.3%	Aug '25
BNB	622.72	1.4%	3.6%	-5.1%	-33.1%	-46.4%	7.4%	23.1%	-27.9%	89.2%	14.8%	21.6%	129.8%	-52.5%	Oct '25
Solana	84.98	1.4%	2.9%	-3.6%	-40.3%	-56.2%	-32.7%	-34.2%	-31.7%	243.0%	205.5%	-50.1%	172.7%	-67.5%	Jan '25
Bitcoin ETF	42.15	0.04%	4.3%	4.4%	-22.0%	-33.3%	-11.7%	-6.4%	-15.1%	-	-	-	-	-40.9%	Oct '25
Grayscale Bitcoin (hi fee)	57.82	0.02%	4.1%	4.2%	-22.2%	-33.7%	-12.9%	-7.6%	-15.4%	267.2%	21.7%	86.8%	471.0%	-41.3%	Oct '25
Bloomberg Commodities	23.95	0.04%	1.3%	-0.5%	18.1%	27.9%	36.4%	14.9%	22.6%	40.6%	78.2%	55.7%	35.0%	-3.2%	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	4.90	0.6%	0.2%	-0.2%	2.3%	5.5%	2.5%	1.1%	1.2%	30.9%	121.5%	142.9%	26.1%	-4.1%	Oct '23
10yr Treasury rate	4.28	0.7%	-0.1%	0.0%	3.0%	5.9%	-0.9%	-9.0%	2.9%	21.7%	180.1%	163.2%	9.8%	-14.1%	Oct '23
5yr Treasury rate	3.90	0.8%	-0.5%	0.7%	3.7%	7.5%	-1.6%	-15.0%	4.8%	8.0%	392.6%	185.8%	-5.1%	-21.4%	Oct '23
13-week T-bill	3.61	0%	0.3%	0.2%	1.3%	-6.4%	-14.0%	-15.7%	1.8%	-26.3%	36020.0%	6715.1%	2.2%	-32.5%	Oct '23
Crude Oil	91.80	0.6%	-2.8%	-7.0%	55.1%	57.5%	49.7%	-19.9%	59.9%	11.2%	44.7%	20.7%	5.2%	-18.7%	Apr '26
Gold	4816.30	-0.2%	1.4%	-4.7%	4.3%	15.3%	49.6%	64.5%	11.3%	140.6%	172.8%	167.7%	188.3%	-9.4%	Jan '26
USD/EUR	0.85	0%	-1.2%	-2.4%	-1.3%	-1.3%	-4.3%	-11.4%	-0.5%	-	1.4%	-3.6%	-17.8%	-13.2%	Jan '25
USD/JPY	159.04	0.1%	0.3%	-0.1%	0.4%	5.3%	11.1%	-0.4%	1.7%	-	46.3%	38.1%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	18.14	-1.2%	-13.8%	-33.3%	14.5%	-12.1%	-39.8%	-13.8%	21.3%	6.3%	9.5%	9.3%	-46.0%	-65.3%	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	50.59		-0.02%	-0.2%	-0.1%	0.2%	1.2%	4.8%	6.1%	0.3%	18.7%	18.1%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.38		-0.08%	0.3%	0.0%	0.0%	1.3%	6.5%	4.3%	0.6%	9.8%	6.2%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.56		-0.2%	0.1%	0.7%	0.5%	1.9%	7.8%	8.8%	1.0%	14.5%	4.1%	4.6%	21.6%	-1.1%	Feb '26
Interm Bond- Vanguard	77.44		-0.1%	0.3%	0.7%	0.4%	0.7%	6.4%	8.5%	0.5%	13.1%	2.5%	2.6%	20.5%	-1.3%	Feb '26
Multisector Bond- Intrepid	8.98	p	EOD	0.4%	1.8%	0.8%	2.5%	10.4%	8.2%	1.4%	30.8%	36.7%	30.0%	36.7%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.35		-0.07%	0.5%	1.5%	-0.2%	1.1%	6.6%	8.2%	0.4%	17.9%	14.8%	14.3%	28.3%	-1.4%	Feb '26
Long Bond- Vanguard	75.63		-0.11%	0.5%	3.0%	-0.2%	-0.8%	8.8%	7.2%	1.1%	11.4%	-8.2%	-10.7%	26.1%	-1.9%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.1%	0.4%	-0.1%	0.9%	5.9%	3.3%	0.4%	9.2%	2.1%	0.6%	15.7%	-1.1%	Feb '26
Long Muni- iShares	57.28		-0.1%	0.1%	0.0%	-0.3%	1.4%	6.9%	3.4%	0.4%	8.2%	3.0%	2.4%	14.3%	-1.4%	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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