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S&P 500

-0.2%

BelowPeak Apr '26

Return

85.2%

[

20.5%

annualized]

Dec 30 2022 - Apr 20 2026

DJIA (Large Value)

-1.5%

BelowPeak Feb '26

Return

49.2%

[

12.9%

annualized]

Dec 30 2022 - Apr 20 2026

Russell 2000 (Small Cap)

New Peak

Return

58.6%

[

15.0%

annualized]

Dec 30 2022 - Apr 20 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 20 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	7109.14	-0.2%	2.0%	9.3%	3.4%	5.5%	37.8%	16.4%	3.9%	72.0%	70.3%	48.2%	98.7%	-0.2%	Apr '26
DJIA (Large Value)	49442.56	-0.01%	1.9%	8.5%	0.7%	5.4%	29.5%	13.0%	2.9%	46.2%	44.8%	35.1%	69.3%	-1.5%	Feb '26
Russell 2000 (Small Cap)	2792.96	0.6%	3.2%	14.5%	3.5%	12.3%	51.8%	11.3%	12.5%	55.9%	24.7%	22.9%	65.5%	New Peak	Apr '26
NASDAQ Comp (Tech/Growth)	24404.39	-0.3%	3.2%	12.7%	5.1%	6.3%	53.8%	20.4%	5.0%	102.1%	74.9%	54.1%	134.3%	-0.3%	Apr '26
Aggregate Bond	99.84	-0.01%	0.1%	1.5%	0.8%	0.6%	6.7%	7.2%	0.9%	12.4%	1.4%	1.4%	18.5%	-0.9%	Feb '26
Corp Bond	110.03	-0.01%	0.0%	2.4%	0.6%	0.0%	9.0%	7.9%	1.0%	15.2%	1.2%	-0.3%	26.4%	-0.8%	Feb '26
High Yield Bond	80.58	-0.09%	0.1%	2.6%	0.8%	2.7%	10.5%	8.6%	1.4%	28.2%	21.2%	18.1%	38.2%	-0.1%	Apr '26
Preferred	31.44	-0.06%	0.6%	4.4%	-0.2%	1.9%	13.7%	4.9%	2.7%	20.3%	8.5%	4.0%	27.6%	-0.7%	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	52.23	0.7%	0.4%	11.7%	6.5%	19.0%	33.9%	9.9%	15.7%	37.3%	39.0%	27.2%	63.3%	-2.2%	Feb '26
Consumer Discretionary/Cyclical	119.87	-0.4%	2.9%	11.5%	-1.1%	0.6%	33.9%	7.4%	0.6%	66.7%	40.3%	18.2%	77.7%	-3.5%	Jan '26
Financial Services	52.63	0.4%	1.6%	7.8%	-1.0%	0.7%	17.1%	14.9%	-3.4%	66.3%	63.4%	43.3%	84.4%	-6.2%	Jan '26
Real Estate	97.03	0.4%	3.0%	10.5%	7.5%	7.8%	18.7%	3.3%	10.8%	33.0%	20.1%	-0.3%	46.3%	New Peak	Apr '26
Communication Services	118.75	-0.3%	1.9%	6.1%	3.9%	2.5%	36.3%	23.1%	1.2%	112.7%	64.1%	58.8%	158.9%	-0.8%	Jan '26
Energy	55.07	0.09%	-1.6%	-6.5%	13.7%	29.0%	43.2%	7.9%	24.0%	42.9%	177.6%	123.3%	54.7%	-12.0%	Mar '26
Industrials	173.90	0.2%	0.3%	7.9%	4.8%	13.0%	43.9%	19.3%	12.4%	80.7%	85.8%	77.0%	116.4%	-2.5%	Mar '26
Technology	154.56	0.1%	4.5%	14.4%	7.6%	7.5%	65.5%	24.6%	7.5%	113.6%	125.7%	81.9%	172.1%	New Peak	Apr '26
Consumer Staples/Defensive	82.39	-0.08%	1.1%	1.9%	0.5%	5.3%	4.4%	1.5%	6.7%	16.7%	33.7%	19.5%	33.7%	-8.0%	Feb '26
Healthcare	147.42	-0.9%	-0.9%	1.9%	-6.5%	2.4%	13.2%	14.5%	-4.4%	15.4%	29.4%	13.3%	28.1%	-7.6%	Feb '26
Utilities	45.75	-0.9%	-1.5%	3.2%	7.1%	2.4%	23.9%	16.0%	7.9%	44.0%	58.5%	46.8%	65.5%	-3.5%	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	150.41	-0.3%	1.6%	10.2%	4.4%	8.7%	39.5%	22.4%	6.3%	72.1%	65.8%	51.8%	106.2%	-0.3%	Apr '26
MSCI Emerging Markets	63.18	-0.7%	1.5%	13.6%	8.4%	18.0%	54.4%	34.0%	15.5%	74.5%	31.5%	41.7%	99.5%	-0.7%	Apr '26
FTSE Europe	88.84	-0.3%	0.5%	12.2%	4.0%	11.7%	32.0%	35.8%	6.8%	54.7%	58.2%	47.8%	116.6%	-1.4%	Feb '26
MSCI Japan	89.33	-1.0%	-0.1%	10.0%	5.4%	12.3%	37.6%	25.9%	10.6%	65.5%	47.6%	47.5%	100.8%	-4.9%	Feb '26
MSCI India	50.53	-1.5%	1.7%	8.5%	-2.0%	-7.3%	-4.7%	2.7%	-6.5%	27.9%	37.2%	9.5%	25.8%	-14.0%	Sep '24
MSCI China	59.30	0.02%	2.2%	7.4%	-5.1%	-5.4%	22.7%	31.0%	-1.3%	33.8%	-19.2%	4.8%	60.4%	-10.4%	Oct '25
International Bond	48.27	-0.12%	0.1%	1.2%	0.3%	-0.2%	2.5%	2.9%	0.6%	13.5%	1.4%	2.0%	18.1%	-1.5%	Feb '26
iShares Latin America	37.85	0.03%	-0.7%	16.1%	11.8%	37.5%	69.6%	52.7%	24.3%	84.5%	88.9%	115.3%	93.2%	-0.7%	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	651.54	-0.2%	2.1%	9.3%	3.7%	6.2%	39.6%	17.8%	4.2%	79.2%	82.9%	57.6%	108.9%	-0.2%	Apr '26
US Large Growth	474.73	-0.4%	3.1%	11.1%	2.8%	0.7%	43.3%	18.3%	0.4%	97.6%	88.3%	58.4%	132.6%	-3.3%	Oct '25
US Large Value	227.29	0.06%	1.1%	7.6%	4.1%	11.8%	33.8%	15.7%	8.5%	56.2%	60.1%	46.7%	78.0%	New Peak	Apr '26

US MidCap Blend	308.44	0.4%	2.2%	8.6%	3.4%	5.9%	30.4%	11.6%	6.7%	53.9%	44.6%	30.2%	73.6%	New Peak	Apr '26
US MidCap Growth	285.71	0.7%	3.2%	10.4%	1.3%	-2.3%	26.3%	10.7%	2.6%	51.2%	31.3%	17.2%	73.0%	-3.8%	Oct '25
US MidCap Value	193.14	0.3%	1.3%	7.3%	4.7%	12.0%	32.6%	12.1%	9.5%	53.5%	55.1%	41.4%	71.0%	-0.1%	Feb '26

US Small Blend	286.16	0.5%	2.8%	11.7%	3.8%	12.1%	43.4%	8.9%	11.4%	58.5%	40.0%	34.2%	74.1%	New Peak	Apr '26
US Small Growth	358.71	0.7%	3.7%	15.9%	2.3%	9.3%	53.5%	12.9%	11.1%	60.7%	22.0%	24.5%	76.8%	New Peak	Apr '26
US Small Value	207.59	0.6%	2.7%	13.2%	5.3%	16.7%	53.4%	12.4%	14.9%	62.5%	42.4%	34.1%	68.9%	New Peak	Apr '26

Foreign Large Blend	103.91	-0.4%	0.3%	11.0%	4.9%	11.9%	33.4%	31.6%	8.2%	55.5%	54.7%	48.5%	106.4%	-1.7%	Feb '26
Foreign Growth	121.72	-0.5%	0.8%	12.1%	2.7%	6.0%	26.7%	20.7%	6.8%	33.9%	25.7%	18.1%	79.0%	-1.3%	Feb '26
Foreign Value	78.34	-0.3%	-0.2%	10.0%	7.0%	17.7%	40.2%	42.2%	9.7%	79.4%	87.0%	83.8%	135.7%	-2.0%	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	23.14	0.4%	0.8%	1.6%	0.3%	1.1%	5.4%	3.6%	0.5%	23.3%	29.1%	25.9%	31.7%	-0.3%	Jan '26
Ultra Short- Janus AAA CLO	50.59	-0.08%	0.0%	0.6%	0.8%	2.4%	5.9%	5.2%	1.2%	21.5%	25.6%	24.7%	27.0%	-0.1%	Apr '26
Bank Loan- Invesco	20.57	-0.5%	0.1%	1.0%	-0.4%	1.7%	7.0%	6.9%	-0.5%	24.4%	28.7%	26.3%	32.6%	-0.8%	Jan '26
Interval CEF- Cliffwater	10.35	0%	0.3%	0.6%	1.2%	3.3%	8.3%	8.9%	1.5%	36.2%	59.3%	49.5%	42.7%	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	56.33	-0.2%	1.6%	10.7%	4.6%	8.5%	42.6%	17.7%	5.8%	87.5%	111.1%	97.3%	117.9%	-0.2%	Apr '26
Int’l Min Volatility- Franklin	40.79	-0.2%	-0.9%	4.9%	8.1%	19.0%	41.0%	27.1%	11.2%	77.5%	114.7%	98.3%	112.9%	-1.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.31	0.6%	4.4%	16.7%	4.9%	14.0%	41.0%	3.0%	12.5%	92.6%	114.6%	110.1%	115.9%	New Peak	Apr '26
Small Value- Avantis	118.21	0.6%	2.4%	11.4%	7.6%	20.4%	52.4%	7.4%	16.2%	69.5%	77.0%	57.3%	80.5%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	63.18	0.2%	1.9%	2.5%	2.3%	10.6%	30.7%	9.0%	5.3%	42.7%	65.0%	45.6%	57.5%	-2.4%	Feb '26
Growth- S&P Momentum	127.64	-0.5%	0.8%	12.5%	8.8%	6.3%	49.8%	26.6%	7.3%	133.7%	138.8%	108.4%	156.1%	-0.5%	Apr '26
Invesco S&P Quality	80.47	-0.04%	1.1%	7.4%	4.6%	8.4%	32.0%	13.2%	7.6%	75.2%	85.8%	60.1%	111.0%	-0.2%	Feb '26
Rotation Factor- BlackRock	63.56	-0.2%	1.7%	9.3%	5.5%	7.4%	43.0%	20.0%	4.8%	100.0%	98.5%	77.2%	140.0%	-0.2%	Apr '26
US Min Volatility- Fidelity	68.51	-0.2%	1.7%	6.4%	2.4%	4.9%	23.4%	11.8%	3.1%	48.2%	59.1%	40.2%	71.0%	-0.2%	Apr '26
Derivative Income- JPMorgan	57.76	-0.05%	-0.1%	3.7%	1.2%	4.4%	19.2%	8.1%	2.9%	32.8%	49.6%	33.2%	52.1%	-2.2%	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	16.71	0.2%	0.1%	0.7%	5.8%	6.0%	13.0%	6.5%	5.7%	29.7%	38.8%	36.9%	36.4%	-0.4%	Apr '26
Multistrategy- AQR	14.41	-0.3%	-0.6%	0.0%	2.5%	5.6%	15.8%	16.4%	2.9%	46.7%	73.1%	69.0%	51.0%	-1.4%	Apr '26
Long Short- AQR	20.12	-1.1%	-1.3%	-1.9%	-1.8%	2.9%	20.5%	34.4%	-4.9%	97.8%	163.4%	145.5%	134.1%	-5.5%	Dec '25
Mkt Neutral- BlackRock	15.30	-0.2%	0.1%	1.2%	4.9%	10.6%	19.7%	18.3%	4.9%	68.5%	73.7%	77.4%	78.0%	-0.4%	Apr '26
Multi Strategy- Variant	26.15	0.04%	0.0%	0.5%	2.0%	3.1%	6.8%	7.2%	1.6%	22.0%	47.2%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.57	0.2%	0.1%	4.7%	2.6%	4.2%	19.8%	9.1%	2.3%	47.4%	63.3%	46.9%	62.5%	New Peak	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)	337.42	-1.2%	1.4%	12.1%	2.8%	34.9%	129.3%	66.0%	7.9%	222.7%	198.6%	134.6%	248.7%	-1.8%	Feb '26
Meta (Communications)	670.91	-2.6%	1.3%	13.0%	9.5%	-8.4%	38.9%	13.1%	1.7%	217.6%	124.3%	99.7%	430.3%	-14.9%	Aug '25
Amazon (Cyclical)	248.28	-0.9%	-0.3%	20.9%	7.3%	11.8%	48.4%	5.2%	7.6%	132.1%	47.7%	45.7%	119.9%	-2.3%	Nov '25
Tesla (Cyclical)	392.50	-2.0%	7.8%	6.7%	-9.0%	-11.3%	72.5%	11.4%	-12.7%	137.8%	58.2%	-1.9%	80.7%	-19.9%	Dec '25
Procter & Gamble (Defensive)	144.49	-1.7%	0.1%	0.1%	-0.4%	-3.4%	-11.0%	-12.3%	1.5%	-0.7%	19.8%	-1.3%	27.0%	-16.9%	Dec '24
PepsiCo (Defensive)	156.99	-0.4%	0.8%	4.6%	7.9%	4.4%	15.2%	-1.8%	10.4%	-6.3%	24.7%	3.8%	3.9%	-11.4%	May '23
Coca-Cola (Defensive)	75.48	-0.3%	-0.6%	1.0%	5.5%	7.5%	6.7%	15.6%	8.7%	28.9%	60.4%	44.4%	51.9%	-6.8%	Feb '26
Exxon Mobil (Energy)	147.68	0.8%	-1.0%	-7.5%	11.3%	33.1%	45.0%	16.0%	23.5%	41.0%	219.4%	169.7%	68.8%	-13.9%	Mar '26
Chevron (Energy)	183.25	-0.4%	-2.0%	-9.2%	11.0%	21.7%	43.2%	10.1%	21.4%	23.0%	119.7%	82.3%	34.2%	-13.2%	Mar '26
JPMorgan Chase (Financial)	316.99	2.2%	1.9%	11.2%	5.5%	7.7%	41.1%	37.3%	-0.7%	141.5%	138.9%	119.8%	232.6%	-4.8%	Jan '26
Visa (Financial)	313.94	-1.0%	0.8%	4.1%	-3.3%	-9.2%	-1.2%	11.8%	-10.3%	37.2%	43.2%	46.4%	80.9%	-15.4%	Jun '25
Mastercard (Financial)	516.65	-0.9%	0.7%	4.3%	-1.9%	-9.4%	2.0%	9.0%	-9.2%	40.1%	38.8%	43.0%	86.1%	-13.3%	Aug '25
Bank of America (Financial)	53.95	0.07%	1.1%	14.4%	4.2%	5.9%	49.4%	28.0%	-1.4%	95.2%	57.3%	30.1%	97.7%	-5.2%	Jan '26
UnitedHealth (Health)	323.48	-0.4%	3.0%	17.4%	-6.3%	-10.2%	-21.8%	-33.1%	-1.2%	-29.1%	-11.6%	-30.6%	-30.9%	-46.4%	Nov '24
Johnson & Johnson (Health)	230.69	-1.5%	-3.9%	-2.0%	6.4%	21.6%	51.1%	47.5%	12.1%	55.0%	59.5%	52.0%	57.2%	-7.2%	Mar '26
Eli Lilly (Health)	919.90	-0.8%	-0.3%	1.5%	-14.6%	15.4%	13.3%	40.2%	-14.3%	144.1%	406.4%	252.0%	191.5%	-17.0%	Nov '25
Union Pacific (Industrials)	252.18	0.4%	0.1%	7.3%	10.5%	12.6%	19.5%	3.9%	9.6%	35.9%	26.3%	12.3%	42.4%	-5.5%	Mar '26
Honeywell (Industrials)	229.74	-1.6%	-1.5%	3.7%	5.3%	17.9%	28.2%	-6.4%	18.3%	32.6%	17.2%	29.0%	52.0%	-7.4%	Mar '26
Nvidia (IT)	202.06	0.2%	2.8%	17.0%	10.2%	11.5%	108.6%	38.9%	8.3%	645.7%	1218.8%	572.2%	1659.3%	-2.4%	Oct '25
Broadcom (IT)	399.63	-1.7%	5.0%	29.0%	21.8%	17.1%	142.4%	50.6%	15.7%	557.1%	860.7%	551.8%	880.9%	-2.8%	Dec '25
Adobe (IT)	248.63	1.7%	5.5%	0.2%	-15.5%	-30.5%	-27.6%	-21.3%	-29.0%	-34.2%	-51.5%	-55.9%	-13.1%	-60.8%	Feb '24
Oracle (IT)	177.58	1.4%	8.9%	19.1%	2.5%	-35.1%	46.0%	18.1%	-8.3%	93.3%	147.9%	114.6%	190.7%	-45.5%	Sep '25
salesforce.com (IT)	186.27	2.3%	8.7%	-4.4%	-15.7%	-29.0%	-20.6%	-20.2%	-29.5%	-5.0%	-18.0%	-26.0%	32.8%	-48.8%	Dec '24
Linde PLC (Materials)	498.15	1.2%	-0.3%	2.0%	13.8%	11.5%	13.7%	3.2%	17.2%	41.4%	82.6%	55.9%	92.1%	-2.1%	Apr '26
Sherwin-Williams (Materials)	343.93	-0.5%	3.1%	13.3%	-3.3%	2.1%	7.7%	-3.8%	6.4%	51.2%	32.7%	5.4%	76.2%	-13.0%	Nov '24
American Tower (Real Estate)	181.66	-0.4%	3.0%	3.8%	3.0%	-3.7%	-13.6%	-0.9%	4.5%	-1.3%	-16.2%	-27.2%	11.3%	-20.5%	Sep '24
Prologis Inc. (Real Estate)	145.03	-0.05%	4.8%	13.3%	11.5%	16.9%	52.2%	25.1%	14.5%	29.1%	45.7%	0.0%	61.1%	New Peak	Apr '26
NextEra Energy (Utilities)	92.01	0.03%	0.8%	2.8%	10.5%	11.0%	46.5%	15.5%	15.4%	27.2%	34.3%	12.6%	39.7%	-3.2%	Feb '26
Duke Energy (Utilities)	127.86	-0.1%	-1.5%	0.8%	8.0%	1.4%	10.2%	12.7%	10.0%	46.1%	53.6%	45.8%	70.6%	-4.2%	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	15.97	-0.06%	0.5%	3.2%	1.5%	2.2%	11.8%	9.4%	2.1%	23.1%	12.3%	10.5%	32.4%	-0.4%	Feb '26
Moderate-60% Stock	67.62	-0.2%	1.0%	6.9%	3.1%	6.1%	26.0%	16.4%	4.5%	46.2%	38.6%	31.3%	66.7%	-0.2%	Apr '26
Mod Agg-80% Stock	53.70	-0.2%	1.4%	8.5%	3.9%	7.8%	32.7%	19.6%	5.9%	58.9%	50.2%	40.6%	84.7%	-0.2%	Apr '26
Aggressive-90% Stock	32.63	-0.2%	1.3%	10.3%	5.3%	10.4%	38.9%	20.9%	7.8%	61.8%	53.8%	41.7%	89.3%	-0.2%	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	75666.02	-0.3%	2.0%	7.3%	-15.3%	-30.2%	-13.5%	-6.3%	-13.5%	177.4%	40.4%	62.9%	295.0%	-39.3%	Oct '25
Ethereum	2310.57	-0.2%	-0.5%	7.6%	-22.4%	-40.4%	46.3%	-11.0%	-22.1%	24.9%	-2.3%	-38.6%	78.4%	-52.2%	Aug '25
BNB	630.04	0.1%	2.6%	-1.9%	-28.6%	-40.4%	5.5%	23.1%	-27.0%	95.9%	15.4%	23.0%	132.5%	-51.9%	Oct '25
Solana	85.26	-0.09%	1.8%	-5.1%	-34.1%	-54.1%	-37.6%	-34.2%	-31.5%	300.7%	162.2%	-49.9%	173.6%	-67.4%	Jan '25
Bitcoin ETF	43.25	-1.6%	2.7%	8.8%	-15.4%	-31.9%	-13.0%	-6.4%	-12.9%	-	-	-	-	-39.3%	Oct '25
Grayscale Bitcoin (hi fee)	59.37	-1.5%	2.7%	8.6%	-15.6%	-32.3%	-14.0%	-7.6%	-13.2%	332.4%	44.9%	91.8%	486.3%	-39.7%	Oct '25
Bloomberg Commodities	23.88	1.0%	-0.3%	0.0%	14.0%	27.2%	34.3%	14.9%	22.3%	43.0%	76.2%	55.2%	34.6%	-3.4%	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	4.88	-0.08%	0.3%	-1.6%	0.2%	7.3%	-0.6%	1.1%	0.8%	29.2%	115.6%	142.1%	25.7%	-4.4%	Oct '23
10yr Treasury rate	4.25	0.09%	-0.1%	-3.2%	-0.1%	7.2%	-3.5%	-9.0%	2.1%	19.0%	171.7%	161.1%	8.9%	-14.8%	Oct '23
5yr Treasury rate	3.85	0.3%	-0.5%	-4.0%	0.5%	8.1%	-2.8%	-15.0%	3.4%	5.2%	380.0%	182.1%	-6.4%	-22.4%	Oct '23
13-week T-bill	3.60	-0.06%	-0.4%	-0.6%	0.3%	-4.9%	-14.5%	-15.7%	1.4%	-27.3%	27576.9%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	86.70	-3.2%	-5.0%	-11.8%	43.0%	49.9%	37.4%	-19.9%	51.0%	11.3%	41.3%	14.0%	-0.7%	-23.2%	Apr '26
Gold	4813.20	0.1%	-0.2%	5.3%	-0.4%	17.7%	41.3%	64.5%	11.3%	143.2%	168.5%	167.5%	188.2%	-9.5%	Jan '26
USD/EUR	0.85	0.08%	0.2%	-1.7%	-0.4%	-1.5%	-2.3%	-11.4%	-0.3%	-	2.2%	-3.4%	-17.6%	-13.0%	Jan '25
USD/JPY	158.95	0.07%	0.1%	0.7%	0.5%	4.6%	12.8%	-0.4%	1.6%	-	47.1%	38.1%	8.3%	-1.7%	Jul '24
S&P 500 Volatility Index	18.87	8.0%	2.8%	-29.5%	11.7%	5.6%	-44.2%	-13.8%	26.2%	12.5%	7.8%	13.7%	-43.8%	-63.9%	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	50.66	0.02%	0.1%	0.6%	0.7%	1.6%	5.2%	6.1%	0.8%	19.2%	18.7%	18.2%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.54	0.02%	0.2%	1.3%	0.5%	1.3%	6.8%	4.3%	1.0%	11.5%	6.4%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.69	-0.09%	0.0%	1.8%	1.0%	1.6%	8.9%	8.8%	1.3%	15.0%	4.4%	4.9%	22.0%	-0.9%	Feb '26
Interm Bond- Vanguard	77.64	-0.01%	0.1%	1.6%	0.9%	0.6%	6.9%	8.5%	0.7%	13.8%	2.8%	2.9%	20.8%	-1.1%	Feb '26
Multisector Bond- Intrepid	9.00	0%	0.2%	2.0%	0.9%	2.7%	10.5%	8.2%	1.6%	31.4%	37.0%	30.3%	37.0%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.56	0.10%	0.4%	2.7%	0.3%	1.3%	6.6%	8.2%	0.9%	18.6%	15.1%	14.8%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	75.75	0%	0.1%	3.5%	0.5%	-1.4%	10.8%	7.2%	1.2%	12.0%	-7.3%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.44	0%	0.1%	1.3%	0.4%	0.7%	6.3%	3.3%	0.5%	10.6%	2.2%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.47	0.02%	0.2%	1.4%	0.2%	1.2%	7.9%	3.4%	0.7%	9.6%	3.4%	2.7%	14.7%	-1.1%	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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