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S&P 500

Return

95.4%

[

21.3%

annualized]

Dec 30 2022 - Jun 18 2026

DJIA (Large Value)

Return

55.6%

[

13.6%

annualized]

Dec 30 2022 - Jun 18 2026

Russell 2000 (Small Cap)

Return

69.2%

[

16.4%

annualized]

Dec 30 2022 - Jun 18 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 18 11:50 PM EDT, next update on next market open

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	7500.58	1.1%	0.9%	2.0%	13.5%	9.7%	25.4%	16.4%	9.6%	70.1%	80.0%	56.4%	109.7%	-1.4%	Jun '26
DJIA (Large Value)	51564.70	0.1%	0.7%	4.5%	12.0%	7.1%	22.3%	13.0%	7.3%	50.3%	54.9%	40.9%	76.5%	-0.8%	Jun '26
Russell 2000 (Small Cap)	2979.77	2.1%	1.2%	8.5%	19.4%	17.8%	41.0%	11.3%	20.1%	58.9%	33.2%	31.1%	76.6%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	26517.93	1.9%	2.4%	2.5%	20.0%	13.8%	35.7%	20.4%	14.1%	93.7%	89.0%	67.5%	154.6%	-2.1%	Jun '26
Aggregate Bond	98.90	0.3%	0.1%	1.3%	0.1%	0.4%	4.5%	7.2%	0.3%	12.3%	0.0%	0.8%	17.7%	-1.5%	Feb '26
Corp Bond	109.07	0.3%	0.1%	1.8%	0.7%	0.5%	5.2%	7.9%	0.5%	15.2%	-1.9%	-0.8%	25.8%	-1.2%	Feb '26
High Yield Bond	80.01	0.4%	0.1%	0.8%	1.5%	1.6%	6.1%	8.6%	1.2%	26.9%	20.0%	17.9%	38.0%	-0.4%	May '26
Preferred	31.23	0.5%	0.5%	0.8%	2.6%	1.9%	8.5%	4.9%	2.5%	22.1%	7.0%	3.7%	27.3%	-1.5%	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	51.81	-0.4%	-0.7%	5.6%	9.0%	15.3%	21.4%	9.9%	14.8%	34.4%	41.7%	26.2%	62.0%	-2.9%	Feb '26
Consumer Discretionary/Cyclical	117.16	1.4%	0.5%	1.9%	7.0%	-3.5%	12.2%	7.4%	-1.7%	44.3%	41.7%	15.5%	73.7%	-5.7%	Jan '26
Financial Services	53.57	-0.9%	0.4%	4.8%	9.9%	-1.5%	8.3%	14.9%	-1.7%	67.4%	65.8%	45.9%	87.7%	-4.5%	Jan '26
Real Estate	95.56	-0.05%	-3.0%	0.3%	5.4%	10.0%	10.5%	3.3%	9.1%	28.5%	13.5%	-1.8%	44.0%	-3.0%	Jun '26
Communication Services	109.45	0.2%	-2.0%	-5.5%	-3.0%	-5.5%	7.1%	23.1%	-6.7%	74.6%	46.5%	46.4%	138.7%	-8.6%	Jan '26
Energy	53.77	-1.6%	-6.6%	-12.3%	-8.8%	23.7%	26.0%	7.9%	21.0%	46.6%	146.7%	118.0%	51.0%	-14.1%	Mar '26
Industrials	180.91	0.7%	2.7%	7.2%	10.6%	16.8%	28.9%	19.3%	17.0%	79.4%	95.9%	84.1%	125.1%	NewNew Peak	Jun '26
Technology	191.44	3.0%	3.6%	10.5%	38.5%	32.8%	59.4%	24.6%	33.1%	125.7%	179.9%	125.4%	237.1%	-3.4%	Jun '26
Consumer Staples/Defensive	83.30	-0.5%	-2.9%	-3.2%	2.2%	7.2%	6.4%	1.5%	7.8%	21.0%	38.0%	20.8%	35.2%	-6.9%	Feb '26
Healthcare	149.40	-0.9%	-2.9%	1.4%	2.3%	-2.8%	14.1%	14.5%	-3.1%	18.8%	30.8%	14.8%	29.9%	-6.4%	Feb '26
Utilities	44.76	0.7%	0.5%	0.9%	-3.2%	6.5%	14.3%	16.0%	5.6%	45.8%	62.4%	43.6%	62.0%	-5.6%	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	157.74	1.2%	0.8%	3.0%	13.2%	11.9%	28.0%	22.4%	11.5%	71.4%	72.6%	59.2%	116.3%	-1.4%	Jun '26
MSCI Emerging Markets	70.79	3.3%	4.3%	10.2%	22.9%	31.8%	54.1%	34.0%	29.4%	85.1%	46.2%	58.7%	123.5%	NewNew Peak	Jun '26
FTSE Europe	88.27	-1.1%	-1.5%	2.2%	8.1%	7.1%	19.3%	35.8%	6.1%	54.1%	53.6%	46.8%	115.2%	-2.0%	Feb '26
MSCI Japan	96.26	1.9%	3.8%	6.6%	14.5%	19.5%	36.8%	25.9%	19.2%	65.6%	60.5%	58.9%	116.4%	NewNew Peak	Jun '26
MSCI India	49.58	1.1%	2.6%	4.9%	4.3%	-8.4%	-7.8%	2.7%	-8.3%	15.8%	21.2%	7.4%	23.4%	-15.6%	Sep '24
MSCI China	52.77	-0.4%	-3.8%	-6.7%	-7.1%	-13.0%	-0.9%	31.0%	-12.2%	18.8%	-26.6%	-6.8%	42.7%	-20.3%	Oct '25
International Bond	48.35	0.08%	0.2%	1.6%	0.9%	1.2%	2.0%	2.9%	1.0%	13.3%	1.9%	2.4%	18.6%	-1.1%	Feb '26
iShares Latin America	33.90	-0.5%	-2.7%	-1.3%	0.1%	13.0%	36.7%	52.7%	11.3%	42.8%	55.5%	92.8%	73.0%	-11.0%	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	688.11	1.0%	0.9%	2.0%	13.8%	10.3%	26.8%	17.8%	10.1%	76.8%	93.0%	66.5%	120.6%	-1.5%	Jun '26
US Large Growth	123.19	1.3%	1.3%	0.1%	13.2%	4.2%	22.4%	19.8%	4.2%	91.1%	110.5%	77.4%	156.0%	-4.3%	Jun '26
US Large Value	242.18	0.7%	0.0%	4.5%	13.2%	15.8%	29.7%	15.7%	15.6%	63.1%	72.3%	56.3%	89.7%	-0.7%	Jun '26

US MidCap Blend	80.10	0.7%	0.4%	5.1%	10.9%	11.5%	23.6%	17.0%	10.8%	75.9%	86.0%	63.4%	111.3%	-0.9%	Jun '26
US MidCap Growth	306.18	1.7%	3.0%	8.7%	15.7%	8.6%	13.3%	10.7%	9.9%	54.4%	38.7%	25.6%	85.4%	NewNew Peak	Jun '26
US MidCap Value	195.87	0.02%	-1.6%	2.5%	7.3%	10.9%	23.7%	12.1%	11.0%	52.4%	59.0%	43.4%	73.4%	-1.7%	Jun '26

US Small Blend	296.51	1.2%	0.0%	6.3%	13.0%	13.9%	30.0%	8.9%	15.4%	57.2%	46.3%	39.0%	80.4%	-0.6%	Jun '26
US Small Growth	389.04	2.4%	2.3%	10.1%	22.4%	18.1%	41.0%	12.9%	20.5%	65.2%	34.4%	35.1%	91.8%	NewNew Peak	Jun '26
US Small Value	216.87	1.5%	-0.7%	6.2%	16.2%	17.9%	43.1%	12.4%	20.0%	62.5%	46.8%	40.1%	76.5%	-0.7%	Jun '26

Foreign Large Blend	104.41	0.6%	-0.6%	2.4%	8.2%	9.4%	22.0%	31.6%	8.7%	53.9%	53.4%	49.2%	107.4%	-1.2%	Feb '26
Foreign Growth	125.10	1.3%	1.3%	6.0%	11.6%	10.3%	17.2%	20.7%	9.8%	35.4%	26.9%	21.4%	83.9%	NewNew Peak	Jun '26
Foreign Value	76.64	-0.2%	-2.9%	-1.3%	4.6%	8.2%	26.2%	42.2%	7.3%	72.9%	81.3%	79.8%	130.6%	-4.1%	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	22.90		0.1%	0.4%	-0.7%	1.1%	-0.3%	1.7%	3.6%	0.1%	21.1%	27.9%	25.4%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.64		0.06%	0.1%	0.0%	1.1%	2.0%	4.7%	5.2%	1.7%	20.8%	26.0%	25.4%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.46		-0.05%	0.1%	-0.2%	0.7%	-0.1%	4.0%	6.9%	-0.5%	22.5%	27.8%	26.3%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.44	p	EOD	0.0%	0.4%	1.5%	2.7%	7.2%	8.9%	2.4%	34.4%	58.0%	50.8%	44.0%	-0.1%	Jun '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	59.40		1.1%	2.0%	3.4%	15.0%	12.2%	27.9%	17.7%	11.6%	84.4%	121.4%	108.1%	129.8%	-0.1%	Jun '26
Int’l Min Volatility- Franklin	40.55		-0.3%	-1.3%	-1.9%	2.3%	11.1%	28.9%	27.1%	10.6%	75.1%	107.4%	97.2%	111.7%	-2.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.43	p	EOD	-1.8%	7.0%	18.3%	15.4%	26.7%	3.0%	17.1%	88.9%	128.2%	118.7%	124.8%	-2.0%	Jun '26
Small Value- Avantis	122.00		1.0%	-1.9%	4.1%	13.6%	17.9%	38.3%	7.4%	19.9%	67.2%	81.1%	62.3%	86.3%	-1.9%	Jun '26
Mid Value- Pacer Cash Cows	61.80		-0.7%	-3.5%	-2.4%	-0.6%	2.8%	15.5%	9.0%	3.0%	38.3%	63.9%	42.4%	54.0%	-5.6%	Jun '26
Growth- S&P Momentum	159.90		2.8%	4.9%	13.7%	38.4%	34.5%	50.5%	26.6%	34.4%	197.2%	198.7%	161.0%	220.8%	NewNew Peak	Jun '26
Invesco S&P Quality	89.36		1.2%	2.3%	8.9%	18.0%	18.9%	30.5%	13.2%	19.5%	85.3%	104.3%	77.8%	134.4%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.72		1.1%	1.6%	3.2%	14.9%	11.8%	30.4%	20.0%	11.7%	96.0%	112.4%	88.7%	155.7%	-0.5%	Jun '26
US Min Volatility- Fidelity	68.24		-0.6%	-1.5%	-1.8%	5.2%	3.0%	12.8%	11.8%	2.7%	43.1%	58.9%	39.7%	70.3%	-3.1%	May '26
Derivative Income- JPMorgan	56.10		0.2%	0.1%	0.0%	0.5%	0.9%	8.3%	8.1%	0.7%	28.7%	44.1%	30.4%	48.9%	-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	17.31	p	EOD	-0.1%	-0.7%	5.2%	9.3%	12.8%	6.5%	9.5%	31.2%	43.2%	41.8%	41.3%	-0.7%	May '26
Multistrategy- AQR	14.73	p	EOD	-0.2%	0.0%	1.8%	5.7%	13.2%	16.4%	5.1%	47.6%	78.7%	72.7%	54.3%	-1.3%	Jun '26
Long Short- AQR	21.07	p	EOD	0.4%	1.0%	2.5%	-0.7%	15.5%	34.4%	-0.4%	100.3%	188.4%	157.1%	145.2%	-1.0%	Dec '25
Mkt Neutral- BlackRock	16.51	p	EOD	0.8%	3.5%	9.3%	12.8%	23.6%	18.3%	13.2%	80.2%	87.2%	91.4%	92.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.96	p	EOD	0.0%	0.3%	1.4%	2.7%	6.8%	7.2%	2.4%	21.3%	44.8%	37.0%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.50		0.12%	0.6%	0.6%	7.2%	4.9%	15.7%	9.1%	5.0%	47.6%	64.2%	50.8%	66.8%	-0.5%	Jun '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)	368.03	1.2%	2.3%	-5.1%	19.8%	19.9%	112.8%	66.0%	17.7%	200.4%	208.9%	155.9%	280.4%	-8.6%	May '26
Meta (Communications)	577.22	1.7%	1.9%	-4.2%	-4.9%	-12.3%	-16.8%	13.1%	-12.5%	107.0%	76.5%	71.8%	356.3%	-26.8%	Aug '25
Amazon (Cyclical)	244.39	2.9%	2.4%	-5.8%	17.1%	7.5%	15.0%	5.2%	5.9%	94.7%	40.2%	43.4%	116.5%	-11.1%	May '26
Tesla (Cyclical)	400.49	1.0%	-1.5%	-0.9%	5.3%	-16.8%	24.4%	11.4%	-10.9%	53.7%	92.8%	0.1%	84.4%	-18.2%	Dec '25
Procter & Gamble (Defensive)	150.38	-0.12%	0.5%	6.4%	4.6%	5.6%	-2.1%	-12.3%	6.5%	8.7%	29.4%	3.5%	33.2%	-12.8%	Dec '24
PepsiCo (Defensive)	142.02	0.3%	-1.6%	-5.6%	-7.0%	-3.3%	13.2%	-1.8%	-0.2%	-16.1%	13.2%	-6.1%	-6.0%	-19.9%	May '23
Coca-Cola (Defensive)	79.39	-0.7%	-3.3%	-3.1%	5.1%	14.1%	17.2%	15.6%	14.3%	39.7%	70.1%	51.9%	59.8%	-5.0%	Jun '26
Exxon Mobil (Energy)	137.81	-2.1%	-6.3%	-15.2%	-12.3%	19.7%	25.6%	16.0%	16.1%	44.9%	174.2%	153.4%	58.6%	-19.1%	Mar '26
Chevron (Energy)	173.63	-2.2%	-7.3%	-12.0%	-13.8%	18.7%	21.0%	10.1%	15.0%	24.1%	105.0%	72.8%	27.1%	-17.8%	Mar '26
JPMorgan Chase (Financial)	325.22	-2.5%	1.4%	10.0%	13.5%	3.5%	21.0%	37.3%	1.9%	143.1%	149.5%	125.5%	241.2%	-2.5%	Jun '26
Visa (Financial)	327.24	-1.0%	1.5%	-0.8%	9.4%	-5.9%	-3.1%	11.8%	-6.3%	46.3%	47.4%	52.9%	89.0%	-11.6%	Jun '25
Mastercard (Financial)	489.79	-0.6%	0.0%	-2.0%	-0.1%	-14.1%	-8.5%	9.0%	-13.9%	32.4%	37.2%	35.6%	76.5%	-17.9%	Aug '25
Bank of America (Financial)	56.20	-0.6%	0.3%	10.8%	19.5%	2.3%	26.8%	28.0%	2.8%	106.5%	62.9%	35.5%	106.0%	-1.3%	Jan '26
UnitedHealth (Health)	400.96	0.4%	-1.3%	3.0%	43.0%	23.4%	33.3%	-33.1%	22.4%	-7.6%	11.8%	-13.9%	-14.4%	-33.5%	Nov '24
Johnson & Johnson (Health)	228.39	-2.5%	-5.2%	-0.7%	-3.9%	11.3%	54.4%	47.5%	10.9%	50.9%	61.4%	50.5%	55.6%	-8.1%	Mar '26
Eli Lilly (Health)	1098.57	-1.2%	-3.0%	7.6%	19.9%	2.9%	40.9%	40.2%	2.6%	150.7%	426.9%	321.1%	248.8%	-5.4%	Jun '26
Union Pacific (Industrials)	256.88	-0.5%	-5.8%	-5.4%	9.7%	10.2%	17.7%	3.9%	11.6%	33.6%	33.2%	14.4%	45.1%	-7.6%	May '26
Honeywell (Industrials)	229.01	0.2%	3.9%	5.5%	0.5%	16.2%	11.9%	-6.4%	18.6%	27.7%	26.8%	29.3%	52.3%	-7.2%	Mar '26
Nvidia (IT)	210.69	3.0%	2.7%	-4.5%	18.0%	16.4%	44.8%	38.9%	13.0%	393.9%	1033.0%	600.9%	1734.5%	-10.6%	May '26
Broadcom (IT)	411.35	4.7%	7.7%	0.1%	28.9%	21.3%	65.0%	50.6%	19.1%	393.1%	880.9%	570.9%	909.7%	-14.6%	Jun '26
Adobe (IT)	195.16	-0.6%	-4.3%	-23.5%	-20.7%	-45.2%	-48.4%	-21.3%	-44.2%	-60.6%	-65.5%	-65.4%	-31.8%	-69.3%	Feb '24
Oracle (IT)	184.29	0.4%	0.1%	1.6%	18.9%	-3.4%	-11.7%	18.1%	-4.9%	52.2%	158.7%	122.7%	201.7%	-43.4%	Sep '25
salesforce.com (IT)	151.78	-2.1%	-8.5%	-15.4%	-22.0%	-41.5%	-41.2%	-20.2%	-42.6%	-27.3%	-36.6%	-39.7%	8.2%	-58.3%	Dec '24
Linde PLC (Materials)	512.15	-0.7%	-2.2%	1.2%	4.6%	21.9%	12.8%	3.2%	20.5%	41.4%	93.7%	60.3%	97.5%	-2.2%	Jun '26
Sherwin-Williams (Materials)	320.79	2.2%	1.1%	7.3%	3.4%	0.2%	-2.6%	-3.8%	-0.8%	32.5%	24.8%	-1.7%	64.3%	-18.9%	Nov '24
American Tower (Real Estate)	176.05	-2.8%	-5.9%	-3.8%	-2.7%	4.1%	-15.9%	-0.9%	1.3%	0.4%	-23.3%	-29.5%	7.9%	-23.0%	Sep '24
Prologis Inc. (Real Estate)	140.54	-0.3%	-4.8%	-1.3%	7.2%	11.4%	37.1%	25.1%	11.0%	25.2%	34.8%	-3.1%	56.1%	-4.8%	Jun '26
NextEra Energy (Utilities)	86.75	1.2%	0.9%	-3.7%	-6.1%	9.8%	23.8%	15.5%	8.8%	24.5%	34.0%	6.2%	31.7%	-11.4%	Apr '26
Duke Energy (Utilities)	123.86	0.11%	-0.9%	-0.6%	-3.7%	9.0%	11.9%	12.7%	7.5%	50.8%	50.8%	42.5%	66.7%	-6.4%	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	16.09	p	EOD	0.1%	1.7%	3.0%	3.1%	8.6%	9.4%	2.8%	23.0%	12.5%	11.3%	33.4%	-0.4%	Jun '26
Moderate-60% Stock	69.76		0.9%	0.9%	2.8%	8.5%	8.1%	19.3%	16.4%	7.8%	46.7%	42.2%	35.4%	71.9%	-0.1%	Jun '26
Mod Agg-80% Stock	55.42	p	EOD	0.1%	2.3%	9.9%	9.7%	23.1%	19.6%	9.2%	57.6%	54.0%	45.1%	90.6%	-1.5%	Jun '26
Aggressive-90% Stock	34.10	p	EOD	0.2%	3.1%	12.8%	13.5%	28.9%	20.9%	12.7%	62.8%	59.3%	48.1%	97.8%	-1.3%	Jun '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	62604.64	-0.4%	-1.5%	-18.4%	-10.5%	-28.9%	-40.3%	-6.3%	-28.5%	137.8%	74.9%	34.8%	226.8%	-49.8%	Oct '25
Ethereum	1693.88	-0.9%	1.7%	-19.7%	-20.8%	-43.1%	-32.9%	-11.0%	-42.9%	-1.3%	-24.1%	-55.0%	30.8%	-64.9%	Aug '25
BNB	576.80	-0.2%	-4.4%	-9.8%	-9.8%	-32.6%	-10.5%	23.1%	-33.2%	141.2%	71.3%	12.6%	112.9%	-56.0%	Oct '25
Solana	68.91	-1.0%	3.2%	-18.2%	-22.5%	-45.4%	-52.9%	-34.2%	-44.6%	350.1%	88.0%	-59.5%	121.1%	-73.7%	Jan '25
Bitcoin ETF	35.62	-2.0%	-1.2%	-18.1%	-10.5%	-28.6%	-39.6%	-6.4%	-28.3%	-	-	-	-	-50.0%	Oct '25
Grayscale Bitcoin (hi fee)	48.80	-2.1%	-1.1%	-18.1%	-10.8%	-29.1%	-40.3%	-7.6%	-28.6%	257.3%	81.3%	57.6%	381.9%	-50.4%	Oct '25
Bloomberg Commodities	22.94	-0.2%	-1.9%	-10.8%	-4.1%	18.3%	22.4%	14.9%	17.5%	37.2%	63.1%	49.1%	29.3%	-11.5%	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	4.90	-0.5%	-1.5%	-5.4%	1.0%	1.5%	0.1%	1.1%	1.3%	27.1%	141.8%	143.1%	26.2%	-5.4%	May '26
10yr Treasury rate	4.45	-0.3%	-0.8%	-4.6%	4.0%	7.2%	1.2%	-9.0%	6.9%	18.1%	207.0%	173.4%	14.1%	-10.8%	Oct '23
5yr Treasury rate	4.22	-0.09%	0.3%	-2.4%	7.8%	14.4%	5.8%	-15.0%	13.5%	5.8%	376.9%	209.5%	2.7%	-14.8%	Oct '23
13-week T-bill	3.66	0.3%	1.1%	2.3%	1.3%	3.9%	-13.4%	-15.7%	3.1%	-27.8%	12964.3%	6801.9%	3.5%	-31.6%	Oct '23
Crude Oil	75.30	-1.7%	-11.3%	-30.1%	-21.7%	32.9%	0.2%	-19.9%	31.1%	4.9%	5.1%	-1.0%	-13.7%	-33.3%	Apr '26
Gold	4181.40	-1.0%	-0.8%	-7.2%	-9.1%	-4.1%	23.4%	64.5%	-3.3%	113.5%	136.5%	132.4%	150.3%	-21.4%	Jan '26
USD/EUR	0.87	0.11%	1.1%	1.4%	0.1%	2.4%	0.3%	-11.4%	2.6%	-	-	-0.7%	-15.2%	-10.5%	Jan '25
USD/JPY	161.29	0.01%	0.7%	1.4%	0.9%	3.7%	11.3%	-0.4%	3.1%	-	-	40.1%	9.9%	-0.2%	Jul '24
S&P 500 Volatility Index	16.40	-11.1%	-7.2%	-9.2%	-31.8%	10.0%	-18.6%	-13.8%	9.7%	21.1%	-20.8%	-1.2%	-51.1%	-68.7%	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	50.53		0.10%	0.0%	0.1%	0.5%	1.1%	4.2%	6.1%	1.0%	19.3%	18.5%	18.4%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.48		0.3%	0.3%	1.3%	0.7%	1.4%	5.5%	4.3%	1.2%	11.4%	6.0%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.08		0.2%	-0.2%	1.3%	0.0%	0.5%	6.2%	8.8%	0.4%	14.2%	3.8%	4.0%	20.9%	-1.8%	Feb '26
Interm Bond- Vanguard	76.53		0.3%	0.1%	1.1%	-0.3%	-0.3%	4.1%	8.5%	-0.4%	13.6%	0.7%	1.8%	19.5%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.1%	0.9%	2.4%	2.7%	7.9%	8.2%	2.3%	31.9%	35.4%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.25		0.10%	0.1%	1.4%	1.6%	1.0%	4.8%	8.2%	0.8%	18.6%	14.9%	14.7%	28.8%	-1.0%	Feb '26
Long Bond- Vanguard	75.40		0.3%	0.3%	3.1%	1.4%	1.2%	6.3%	7.2%	1.2%	12.7%	-11.4%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	1.5%	1.0%	1.3%	5.6%	3.3%	0.9%	10.4%	1.6%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.50		0.3%	0.3%	1.5%	0.8%	1.3%	6.5%	3.4%	1.0%	9.7%	3.3%	3.0%	15.0%	-0.8%	Feb '26

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