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S&P 500

Return

95.3%

[

21.1%

annualized]

Dec 30 2022 - Jun 30 2026

DJIA (Large Value)

Return

58.0%

[

14.0%

annualized]

Dec 30 2022 - Jun 30 2026

Russell 2000 (Small Cap)

Return

71.7%

[

16.7%

annualized]

Dec 30 2022 - Jun 30 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 30 01:10 PM EDT, next update at 01:20 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	7497.29	0.8%	1.8%	-1.1%	18.2%	8.7%	20.8%	16.4%	9.5%	68.5%	74.5%	56.3%	109.6%	-1.5%	Jun '26
DJIA (Large Value)	52356.12	0.3%	1.3%	2.6%	15.8%	8.2%	18.7%	13.0%	8.9%	52.2%	51.7%	43.1%	79.2%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	3024.84	0.5%	1.7%	3.6%	25.3%	21.0%	39.1%	11.3%	21.9%	60.2%	30.9%	33.1%	79.2%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	26178.57	1.4%	2.3%	-2.9%	25.9%	11.8%	28.5%	20.4%	12.6%	89.9%	80.5%	65.3%	151.3%	-3.4%	Jun '26
Aggregate Bond	99.16	-0.2%	0.5%	0.1%	0.8%	0.3%	3.6%	7.2%	0.6%	12.9%	0.3%	1.1%	18.0%	-1.2%	Feb '26
Corp Bond	109.40	-0.3%	0.4%	0.0%	1.8%	0.4%	4.0%	7.9%	0.8%	15.1%	-1.6%	-0.5%	26.2%	-0.9%	Feb '26
High Yield Bond	80.02	0.01%	0.2%	-0.4%	2.6%	1.1%	4.7%	8.6%	1.2%	26.7%	19.1%	17.9%	38.0%	-0.4%	May '26
Preferred	30.59	-0.07%	-0.6%	-3.1%	2.5%	0.0%	4.9%	4.9%	0.4%	18.3%	3.7%	1.6%	24.7%	-3.6%	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	50.85	0.4%	0.0%	-0.6%	3.6%	11.7%	17.5%	9.9%	12.6%	29.5%	35.9%	23.9%	59.0%	-4.7%	Feb '26
Consumer Discretionary/Cyclical	117.30	0.2%	3.1%	-3.0%	11.0%	-2.3%	8.6%	7.4%	-1.6%	41.3%	36.6%	15.6%	73.9%	-5.6%	Jan '26
Financial Services	53.68	-0.07%	-0.4%	4.1%	11.0%	-2.2%	3.7%	14.9%	-1.5%	66.3%	59.0%	46.2%	88.1%	-4.3%	Jan '26
Real Estate	97.22	-0.9%	-0.7%	1.6%	11.3%	10.1%	12.4%	3.3%	11.0%	29.9%	14.7%	-0.1%	46.6%	-1.5%	Jun '26
Communication Services	107.38	-0.5%	0.1%	-7.2%	-0.5%	-8.9%	-0.1%	23.1%	-8.5%	70.2%	39.2%	43.6%	134.1%	-10.3%	Jan '26
Energy	53.47	-0.2%	-1.8%	-5.0%	-13.7%	19.7%	29.1%	7.9%	20.4%	43.9%	136.2%	116.8%	50.2%	-14.5%	Mar '26
Industrials	184.80	1.1%	3.7%	6.7%	18.0%	18.5%	26.6%	19.3%	19.5%	79.3%	94.1%	88.1%	130.0%	NewNew Peak	Jun '26
Technology	189.94	2.4%	3.1%	-0.6%	49.0%	30.8%	50.6%	24.6%	32.1%	122.6%	166.8%	123.6%	234.4%	-4.2%	Jun '26
Consumer Staples/Defensive	83.43	-1.1%	-0.3%	0.6%	1.9%	7.4%	5.2%	1.5%	8.0%	21.2%	35.1%	21.0%	35.4%	-6.8%	Feb '26
Healthcare	159.15	-1.0%	4.6%	6.5%	10.7%	2.7%	19.6%	14.5%	3.2%	25.5%	36.4%	22.3%	38.3%	-1.0%	Jun '26
Utilities	45.85	-0.4%	1.7%	3.2%	-0.1%	7.5%	14.7%	16.0%	8.2%	52.3%	67.4%	47.1%	65.9%	-3.3%	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	156.87	0.7%	1.6%	-1.1%	16.9%	10.2%	23.1%	22.4%	10.9%	70.7%	68.1%	58.3%	115.1%	-1.9%	Jun '26
MSCI Emerging Markets	68.40	1.4%	1.8%	-0.3%	24.9%	24.6%	43.8%	34.0%	25.0%	84.8%	38.9%	53.4%	116.0%	-3.9%	Jun '26
FTSE Europe	88.39	0.4%	1.4%	-0.7%	10.7%	5.8%	16.0%	35.8%	6.2%	55.4%	53.1%	47.0%	115.5%	-1.9%	Feb '26
MSCI Japan	93.25	0.04%	0.5%	0.3%	14.4%	15.2%	29.1%	25.9%	15.5%	63.6%	54.8%	53.9%	109.6%	-3.8%	Jun '26
MSCI India	49.33	0.3%	0.5%	1.6%	8.6%	-8.0%	-11.4%	2.7%	-8.7%	13.7%	19.8%	6.9%	22.8%	-16.1%	Sep '24
MSCI China	50.98	0.4%	-1.6%	-7.5%	-7.2%	-15.8%	-6.3%	31.0%	-15.1%	22.2%	-30.9%	-9.9%	37.9%	-23.0%	Oct '25
International Bond	48.49	-0.06%	0.2%	0.3%	1.9%	1.1%	2.1%	2.9%	1.3%	13.1%	2.2%	2.7%	18.9%	-0.8%	Feb '26
iShares Latin America	33.70	-0.4%	0.5%	-3.5%	-0.9%	10.0%	31.7%	52.7%	10.7%	43.2%	51.6%	91.7%	72.0%	-11.5%	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	686.43	0.8%	1.5%	-1.3%	18.2%	9.0%	21.9%	17.8%	9.8%	74.8%	86.7%	66.1%	120.1%	-1.7%	Jun '26
US Large Growth	123.94	1.6%	3.4%	-3.1%	20.6%	4.0%	17.8%	19.8%	4.8%	90.3%	104.7%	78.5%	157.6%	-3.8%	Jun '26
US Large Value	242.92	0.07%	0.8%	2.1%	16.0%	15.1%	26.7%	15.7%	15.9%	62.3%	68.1%	56.8%	90.2%	-0.6%	Jun '26

US MidCap Blend	80.57	0.12%	1.0%	2.0%	14.7%	10.4%	19.1%	17.0%	11.5%	72.2%	79.7%	64.3%	112.5%	-0.3%	Jun '26
US MidCap Growth	305.54	0.6%	1.7%	2.3%	22.4%	8.5%	8.0%	10.7%	9.7%	51.4%	33.6%	25.4%	85.0%	-0.3%	Jun '26
US MidCap Value	198.20	-0.3%	0.5%	1.9%	9.2%	11.4%	22.4%	12.1%	12.3%	52.4%	56.8%	45.1%	75.5%	-0.8%	Jun '26

US Small Blend	302.67	0.5%	2.6%	3.1%	19.2%	16.6%	29.1%	8.9%	17.8%	58.4%	44.3%	41.9%	84.1%	NewNew Peak	Jun '26
US Small Growth	393.84	0.9%	1.6%	3.4%	30.8%	20.9%	38.3%	12.9%	22.0%	65.4%	30.4%	36.7%	94.1%	NewNew Peak	Jun '26
US Small Value	221.48	0.09%	1.8%	3.6%	19.8%	21.6%	42.3%	12.4%	22.6%	65.7%	46.6%	43.1%	80.2%	NewNew Peak	Jun '26

Foreign Large Blend	103.70	0.2%	1.2%	-1.0%	10.2%	7.5%	18.1%	31.6%	8.0%	54.8%	51.7%	48.2%	105.9%	-1.9%	Feb '26
Foreign Growth	124.15	0.8%	1.9%	0.7%	15.3%	8.5%	12.6%	20.7%	9.0%	36.5%	25.1%	20.5%	82.5%	-1.0%	Jun '26
Foreign Value	76.50	-0.10%	0.8%	-2.7%	5.7%	6.7%	23.3%	42.2%	7.1%	74.2%	80.5%	79.4%	130.2%	-4.3%	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	22.92		0.2%	0.2%	-0.3%	1.3%	0.0%	1.1%	3.6%	0.2%	19.0%	28.1%	25.6%	31.3%	-0.8%	May '26
Ultra Short- Janus AAA CLO	50.49		-0.4%	-0.3%	-0.1%	0.8%	1.4%	4.2%	5.2%	1.4%	20.0%	25.7%	25.0%	27.2%	-0.5%	May '26
Bank Loan- Invesco	20.32		0.07%	-0.1%	-0.8%	0.5%	-1.2%	2.6%	6.9%	-1.2%	20.4%	26.9%	25.4%	31.7%	-1.7%	May '26
Interval CEF- Cliffwater	10.47	p	EOD	0.1%	0.5%	1.8%	2.8%	7.1%	8.9%	2.7%	34.4%	58.2%	51.2%	44.4%	NewNew Peak	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	58.90		0.6%	1.6%	0.0%	18.8%	9.9%	21.6%	17.7%	10.6%	80.3%	113.6%	106.3%	127.9%	-0.9%	Jun '26
Int’l Min Volatility- Franklin	40.59		-0.3%	0.0%	-0.9%	1.5%	10.2%	29.2%	27.1%	10.7%	75.3%	108.2%	97.4%	111.9%	-2.5%	May '26
MidCap 30 - Hennessy (hi fee)	29.27	p	EOD	2.8%	2.2%	26.5%	19.5%	26.1%	3.0%	20.6%	85.4%	125.0%	125.2%	131.4%	NewNew Peak	Jun '26
Small Value- Avantis	124.67		0.02%	1.9%	3.8%	15.1%	21.5%	38.3%	7.4%	22.6%	68.1%	77.7%	65.9%	90.4%	-0.2%	Jun '26
Mid Value- Pacer Cash Cows	62.33		-0.8%	0.8%	-4.1%	0.7%	3.1%	15.2%	9.0%	3.9%	37.7%	60.2%	43.6%	55.3%	-4.8%	Jun '26
Growth- S&P Momentum	161.51		1.9%	4.6%	7.3%	49.8%	34.6%	44.6%	26.6%	35.7%	195.5%	187.6%	163.7%	224.1%	-0.1%	Jun '26
Invesco S&P Quality	90.02		1.4%	3.6%	5.5%	22.5%	19.3%	27.6%	13.2%	20.4%	84.7%	98.2%	79.1%	136.1%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	68.11		1.0%	2.3%	0.9%	20.7%	11.5%	25.9%	20.0%	12.3%	94.9%	106.1%	89.8%	157.2%	NewNew Peak	Jun '26
US Min Volatility- Fidelity	68.46		0.4%	0.9%	-2.8%	7.7%	2.3%	10.2%	11.8%	3.0%	42.2%	55.6%	40.1%	70.9%	-2.8%	May '26
Derivative Income- JPMorgan	56.51		0.12%	1.2%	0.8%	3.1%	0.9%	7.0%	8.1%	1.4%	28.5%	42.2%	31.4%	49.9%	-3.6%	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	17.24	p	EOD	-0.2%	-0.6%	5.6%	8.8%	11.7%	6.5%	9.0%	30.7%	42.6%	41.2%	40.7%	-1.1%	May '26
Multistrategy- AQR	14.53	p	EOD	-0.9%	-1.5%	0.8%	3.5%	11.4%	16.4%	3.7%	44.2%	73.3%	70.4%	52.2%	-2.6%	Jun '26
Long Short- AQR	20.34	p	EOD	-2.1%	-3.3%	-0.6%	-4.1%	9.8%	34.4%	-3.9%	91.9%	171.5%	148.2%	136.7%	-4.5%	Dec '25
Mkt Neutral- BlackRock	16.02	p	EOD	-2.0%	-0.9%	6.1%	9.8%	20.0%	18.3%	9.9%	73.6%	81.4%	85.7%	86.4%	-3.0%	Jun '26
Multi Strategy- Variant	25.79	p	EOD	-0.7%	-0.5%	0.5%	1.8%	5.7%	7.2%	1.8%	20.2%	43.4%	36.1%	27.6%	-0.8%	Jun '26
Long Short- First Trust	73.73		0.1%	-0.7%	-0.9%	6.2%	3.2%	12.0%	9.1%	4.0%	44.9%	59.5%	49.3%	65.1%	-1.5%	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)	357.45	1.1%	3.3%	-6.0%	30.7%	14.0%	103.3%	66.0%	14.3%	201.1%	195.2%	148.6%	269.4%	-11.2%	May '26
Meta (Communications)	558.67	-0.7%	-0.6%	-11.7%	4.2%	-16.0%	-24.1%	13.1%	-15.3%	96.2%	61.9%	66.3%	341.6%	-29.1%	Aug '25
Amazon (Cyclical)	239.45	-0.3%	2.3%	-11.5%	19.2%	3.0%	9.1%	5.2%	3.7%	83.7%	39.2%	40.5%	112.1%	-12.9%	May '26
Tesla (Cyclical)	418.95	1.7%	9.8%	-3.9%	17.9%	-7.8%	31.9%	11.4%	-6.8%	60.0%	84.9%	4.8%	92.9%	-14.5%	Dec '25
Procter & Gamble (Defensive)	146.08	-1.6%	-3.2%	1.8%	1.7%	2.9%	-5.7%	-12.3%	3.4%	4.1%	23.0%	0.6%	29.4%	-15.3%	Dec '24
PepsiCo (Defensive)	136.51	-1.6%	-3.9%	-5.3%	-13.0%	-4.5%	6.4%	-1.8%	-4.0%	-19.0%	6.8%	-9.7%	-9.7%	-23.0%	May '23
Coca-Cola (Defensive)	81.82	-1.0%	1.9%	3.6%	7.3%	17.6%	18.2%	15.6%	17.8%	47.5%	74.2%	56.5%	64.7%	-2.1%	Jun '26
Exxon Mobil (Energy)	135.98	-0.06%	-2.7%	-6.4%	-20.2%	13.9%	30.2%	16.0%	14.5%	40.2%	159.1%	150.0%	56.5%	-20.2%	Mar '26
Chevron (Energy)	166.94	-0.9%	-5.1%	-8.5%	-20.8%	10.7%	20.4%	10.1%	10.6%	19.3%	93.9%	66.1%	22.2%	-20.9%	Mar '26
JPMorgan Chase (Financial)	329.27	-0.04%	-1.5%	10.0%	16.6%	2.8%	15.8%	37.3%	3.2%	142.4%	140.2%	128.4%	245.5%	-1.7%	Jun '26
Visa (Financial)	343.09	0.4%	4.4%	5.1%	14.8%	-2.6%	-2.6%	11.8%	-1.8%	47.8%	52.3%	60.3%	98.1%	-7.4%	Jun '25
Mastercard (Financial)	511.41	0.3%	4.8%	3.5%	3.7%	-11.1%	-8.5%	9.0%	-10.1%	32.3%	44.2%	41.6%	84.3%	-14.2%	Aug '25
Bank of America (Financial)	57.22	-1.1%	-1.2%	10.9%	21.2%	4.1%	22.9%	28.0%	4.6%	113.9%	56.0%	37.9%	109.7%	-1.7%	Jun '26
UnitedHealth (Health)	415.83	-1.0%	1.6%	9.3%	58.8%	26.2%	36.1%	-33.1%	26.9%	-8.6%	12.7%	-10.7%	-11.2%	-31.1%	Nov '24
Johnson & Johnson (Health)	256.11	-0.9%	7.1%	13.7%	5.6%	24.4%	70.9%	47.5%	24.4%	67.9%	77.9%	68.8%	74.5%	-0.9%	Jun '26
Eli Lilly (Health)	1209.70	-1.6%	9.3%	9.5%	36.7%	12.4%	56.3%	40.2%	12.9%	163.5%	452.5%	363.7%	284.0%	-1.6%	Jun '26
Union Pacific (Industrials)	272.23	-0.2%	5.3%	3.6%	13.8%	17.4%	20.4%	3.9%	18.3%	41.6%	37.9%	21.2%	53.8%	-2.1%	May '26
Honeywell (Industrials)	224.24	-1.6%	0.8%	-5.7%	0.9%	15.4%	4.4%	-6.4%	16.1%	22.3%	20.3%	26.6%	49.1%	-50.7%	Jun '26
Nvidia (IT)	198.21	1.7%	-0.9%	-6.1%	20.0%	5.7%	25.5%	38.9%	6.3%	368.9%	893.2%	559.4%	1625.8%	-15.9%	May '26
Broadcom (IT)	374.90	0.7%	-1.4%	-16.1%	27.8%	7.4%	36.8%	50.6%	8.5%	347.4%	762.2%	511.4%	820.2%	-22.2%	Jun '26
Adobe (IT)	201.71	-2.3%	2.2%	-22.2%	-16.3%	-42.8%	-47.9%	-21.3%	-42.4%	-58.7%	-65.6%	-64.3%	-29.5%	-68.2%	Feb '24
Oracle (IT)	146.70	-0.7%	-11.2%	-35.0%	6.1%	-25.2%	-32.2%	18.1%	-24.3%	27.6%	101.6%	77.3%	140.2%	-55.0%	Sep '25
salesforce.com (IT)	155.40	-1.6%	1.3%	-18.7%	-15.8%	-41.4%	-42.7%	-20.2%	-41.2%	-25.4%	-35.4%	-38.3%	10.8%	-57.3%	Dec '24
Linde PLC (Materials)	520.60	1.9%	1.6%	4.6%	4.3%	21.9%	12.1%	3.2%	22.5%	41.5%	92.1%	62.9%	100.7%	-0.6%	Jun '26
Sherwin-Williams (Materials)	342.48	-0.5%	6.1%	12.7%	8.4%	5.2%	0.4%	-3.8%	5.9%	32.1%	31.1%	5.0%	75.4%	-13.4%	Nov '24
American Tower (Real Estate)	165.44	-1.9%	-7.8%	-11.5%	-1.9%	-5.4%	-23.0%	-0.9%	-4.8%	-6.1%	-29.1%	-33.7%	1.4%	-27.6%	Sep '24
Prologis Inc. (Real Estate)	136.70	-1.6%	-5.9%	-4.7%	6.2%	6.8%	33.3%	25.1%	7.9%	21.8%	31.1%	-5.8%	51.9%	-7.4%	Jun '26
NextEra Energy (Utilities)	88.66	0%	2.6%	1.9%	-3.7%	10.8%	30.5%	15.5%	11.2%	29.6%	37.0%	8.5%	34.6%	-9.4%	Apr '26
Duke Energy (Utilities)	127.75	-0.5%	2.2%	4.1%	-2.2%	10.4%	12.0%	12.7%	10.9%	59.8%	57.0%	46.9%	72.0%	-3.5%	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	16.01	p	EOD	0.4%	0.1%	4.4%	2.8%	7.4%	9.4%	3.1%	23.3%	12.2%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	69.55		0.3%	1.1%	-0.1%	10.7%	7.0%	16.0%	16.4%	7.5%	46.4%	39.9%	35.0%	71.4%	-0.4%	Jun '26
Mod Agg-80% Stock	54.65	p	EOD	0.1%	-1.5%	12.6%	8.0%	18.9%	19.6%	8.5%	56.7%	50.3%	44.1%	89.4%	-2.1%	Jun '26
Aggressive-90% Stock	34.28	p	EOD	1.3%	0.1%	17.6%	12.8%	25.1%	20.9%	13.2%	64.1%	56.7%	48.9%	98.9%	-0.9%	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	58428.23	-2.8%	-6.8%	-20.4%	-12.4%	-33.9%	-45.5%	-6.3%	-33.2%	91.7%	66.7%	25.8%	205.0%	-53.2%	Oct '25
Ethereum	1571.89	-2.4%	-5.6%	-21.9%	-22.3%	-47.1%	-36.8%	-11.0%	-47.0%	-18.7%	-30.9%	-58.2%	21.4%	-67.5%	Aug '25
BNB	547.07	-2.1%	-5.3%	-14.8%	-10.1%	-36.4%	-16.7%	23.1%	-36.6%	127.6%	80.4%	6.8%	101.9%	-58.2%	Oct '25
Solana	73.64	-1.7%	5.7%	-10.1%	-10.7%	-41.1%	-52.4%	-34.2%	-40.8%	289.7%	107.1%	-56.8%	136.3%	-71.9%	Jan '25
Bitcoin ETF	33.10	-3.2%	-6.3%	-20.5%	-12.2%	-33.6%	-45.9%	-6.4%	-33.3%	-	-	-	-	-53.6%	Oct '25
Grayscale Bitcoin (hi fee)	45.31	-3.1%	-6.3%	-20.5%	-12.4%	-34.0%	-46.6%	-7.6%	-33.7%	161.4%	68.3%	46.4%	347.5%	-54.0%	Oct '25
Bloomberg Commodities	22.31	0.8%	-0.9%	-8.7%	-8.1%	12.4%	24.8%	14.9%	14.2%	38.2%	52.0%	45.0%	25.8%	-13.9%	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	4.89	0.7%	-1.0%	-2.0%	-0.3%	1.6%	2.4%	1.1%	1.1%	26.9%	136.9%	142.7%	26.0%	-5.6%	May '26
10yr Treasury rate	4.41	0.7%	-1.9%	-1.1%	1.5%	6.7%	4.2%	-9.0%	5.8%	15.4%	205.3%	170.6%	12.9%	-11.7%	Oct '23
5yr Treasury rate	4.17	0.7%	-2.1%	0.6%	4.9%	13.3%	9.9%	-15.0%	12.1%	0.9%	377.9%	205.6%	1.5%	-15.9%	Oct '23
13-week T-bill	3.73	1.5%	1.2%	4.1%	3.8%	5.5%	-10.9%	-15.7%	5.3%	-27.5%	9237.5%	6947.2%	5.7%	-30.2%	Oct '23
Crude Oil	69.77	-1.4%	-4.7%	-20.1%	-32.2%	20.4%	7.2%	-19.9%	21.5%	-1.2%	-5.0%	-8.3%	-20.1%	-38.2%	Apr '26
Gold	4041.40	0.5%	-2.1%	-11.4%	-10.7%	-7.5%	22.7%	64.5%	-6.6%	110.4%	128.2%	124.6%	142.0%	-24.0%	Jan '26
USD/EUR	0.88	0.06%	-0.3%	2.1%	0.4%	3.1%	3.2%	-11.4%	2.9%	-	3.8%	-0.4%	-15.0%	-10.3%	Jan '25
USD/JPY	162.62	0.4%	0.6%	2.1%	1.7%	4.2%	13.1%	-0.4%	4.0%	-	46.3%	41.2%	10.8%	NewNew Peak	Jun '26
S&P 500 Volatility Index	16.66	-5.6%	-14.5%	8.7%	-45.6%	16.3%	-0.4%	-13.8%	11.4%	22.6%	5.2%	0.4%	-50.4%	-68.2%	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	50.63		-0.01%	0.2%	0.0%	1.0%	1.1%	3.9%	6.1%	1.2%	19.3%	18.6%	18.6%	23.9%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.67		0.01%	0.4%	0.4%	2.1%	1.6%	5.5%	4.3%	1.6%	11.7%	6.4%	5.9%	17.6%	-0.3%	Feb '26
Interm Bond- Janus MSB	45.10		-0.6%	0.1%	0.0%	0.5%	0.2%	4.9%	8.8%	0.4%	14.6%	3.6%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.85		-0.2%	0.6%	0.0%	0.6%	-0.2%	3.2%	8.5%	0.1%	14.2%	1.1%	2.2%	20.0%	-1.7%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	-0.1%	2.6%	2.5%	6.8%	8.2%	2.3%	30.4%	34.9%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.38		-0.1%	0.3%	0.1%	2.9%	1.0%	4.2%	8.2%	1.1%	19.4%	15.0%	15.0%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	75.63		-0.4%	0.5%	0.3%	2.9%	0.9%	4.7%	7.2%	1.5%	12.3%	-11.0%	-10.3%	26.7%	-1.5%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	0.3%	0.5%	2.3%	1.5%	5.2%	3.3%	1.2%	10.2%	1.8%	1.4%	16.5%	-0.4%	Feb '26
Long Muni- iShares	57.69		0.06%	0.4%	0.6%	2.2%	1.4%	6.4%	3.4%	1.4%	9.9%	3.7%	3.4%	15.4%	-0.5%	Feb '26

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