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S&P 500

-0.4%

BelowPeak May '26

Return

91.1%

[

21.3%

annualized]

Dec 30 2022 - May 07 2026

DJIA (Large Value)

-1.2%

BelowPeak Feb '26

Return

49.6%

[

12.8%

annualized]

Dec 30 2022 - May 07 2026

Russell 2000 (Small Cap)

-1.6%

BelowPeak May '26

Return

61.2%

[

15.3%

annualized]

Dec 30 2022 - May 07 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 07 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	7337.11	-0.4%	1.5%	8.2%	5.8%	9.0%	29.5%	16.4%	7.2%	77.3%	73.3%	53.0%	105.1%	-0.4%	May '26
DJIA (Large Value)	49596.97	-0.6%	0.2%	3.5%	-1.0%	5.6%	19.9%	13.0%	3.2%	47.5%	42.6%	35.6%	69.8%	-1.2%	Feb '26
Russell 2000 (Small Cap)	2839.63	-1.6%	1.0%	8.4%	6.3%	16.7%	40.1%	11.3%	14.4%	61.9%	25.0%	25.0%	68.2%	-1.6%	May '26
NASDAQ Comp (Tech/Growth)	25806.20	-0.13%	2.8%	14.0%	12.0%	12.2%	43.9%	20.4%	11.0%	110.5%	87.7%	63.0%	147.7%	-0.1%	May '26
Aggregate Bond	98.95	-0.2%	0.1%	-0.5%	-0.5%	0.4%	5.0%	7.2%	0.0%	11.2%	0.5%	0.5%	17.4%	-1.8%	Feb '26
Corp Bond	108.74	-0.4%	0.1%	-0.7%	-0.9%	0.1%	6.2%	7.9%	-0.2%	14.7%	-0.4%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.86	-0.4%	-0.2%	-0.4%	-0.2%	1.8%	7.3%	8.6%	0.5%	27.3%	19.6%	17.0%	37.0%	-1.0%	Apr '26
Preferred	31.52	-0.3%	0.4%	2.5%	0.7%	3.6%	10.2%	4.9%	3.0%	26.7%	8.4%	4.2%	27.9%	-0.4%	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	51.40	-1.9%	0.1%	-0.7%	0.2%	20.9%	24.3%	9.9%	13.8%	37.3%	29.2%	25.2%	60.7%	-3.7%	Feb '26
Consumer Discretionary/Cyclical	119.88	0.01%	1.1%	8.2%	1.8%	2.1%	20.0%	7.4%	0.6%	66.3%	40.6%	18.2%	77.8%	-3.5%	Jan '26
Financial Services	51.55	-0.6%	-0.7%	0.7%	-4.5%	-1.5%	5.0%	14.9%	-5.4%	67.1%	48.8%	40.4%	80.6%	-8.1%	Jan '26
Real Estate	96.39	-0.7%	0.3%	4.6%	5.6%	8.9%	13.2%	3.3%	10.1%	31.9%	18.4%	-1.0%	45.3%	-0.7%	May '26
Communication Services	117.38	0.03%	0.6%	3.1%	1.7%	5.4%	21.7%	23.1%	0.0%	105.8%	57.7%	57.0%	155.9%	-1.9%	Jan '26
Energy	55.95	-1.8%	-4.9%	-3.6%	5.8%	26.8%	41.5%	7.9%	26.0%	53.7%	150.7%	126.9%	57.1%	-10.6%	Mar '26
Industrials	174.00	-1.6%	0.6%	2.1%	0.8%	14.2%	29.7%	19.3%	12.5%	83.5%	78.2%	77.1%	116.5%	-2.5%	Mar '26
Technology	169.69	-0.2%	4.8%	19.8%	20.4%	18.1%	56.7%	24.6%	18.0%	129.2%	153.6%	99.8%	198.8%	-0.2%	May '26
Consumer Staples/Defensive	83.98	-0.3%	-0.2%	1.4%	-4.0%	11.0%	6.1%	1.5%	8.7%	18.4%	35.5%	21.8%	36.3%	-6.2%	Feb '26
Healthcare	144.72	-0.5%	-0.3%	-3.3%	-7.9%	-0.1%	9.8%	14.5%	-6.1%	14.1%	26.4%	11.2%	25.8%	-9.3%	Feb '26
Utilities	45.12	-1.3%	-3.1%	-3.5%	4.8%	2.1%	15.8%	16.0%	6.4%	43.7%	58.9%	44.7%	63.3%	-4.8%	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	153.93	-0.9%	1.5%	6.4%	5.2%	11.3%	31.5%	22.4%	8.8%	75.8%	67.1%	55.3%	111.1%	-0.9%	May '26
MSCI Emerging Markets	66.59	-1.3%	3.8%	10.2%	10.9%	23.8%	52.9%	34.0%	21.7%	82.0%	36.9%	49.3%	110.3%	-1.3%	May '26
FTSE Europe	87.28	-2.2%	0.1%	0.6%	-0.9%	10.7%	22.4%	35.8%	4.9%	51.6%	50.7%	45.2%	112.8%	-3.1%	Feb '26
MSCI Japan	90.99	-0.8%	3.0%	1.8%	1.8%	13.4%	32.5%	25.9%	12.7%	67.5%	48.8%	50.2%	104.6%	-3.2%	Feb '26
MSCI India	49.82	-0.4%	1.4%	1.1%	-6.5%	-7.3%	-3.3%	2.7%	-7.8%	21.1%	25.4%	7.9%	24.0%	-15.2%	Sep '24
MSCI China	58.33	-0.6%	1.1%	1.8%	-5.4%	-7.2%	11.5%	31.0%	-2.9%	31.6%	-19.2%	3.1%	57.7%	-11.9%	Oct '25
International Bond	48.08	-0.2%	0.2%	-0.4%	-0.5%	-0.3%	2.0%	2.9%	0.2%	12.3%	1.5%	1.6%	17.6%	-1.8%	Feb '26
iShares Latin America	36.14	-2.2%	-0.2%	-1.8%	0.3%	22.4%	49.9%	52.7%	18.7%	70.4%	72.6%	105.6%	84.4%	-5.1%	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	672.54	-0.3%	1.5%	8.2%	6.2%	9.7%	31.0%	17.8%	7.6%	84.7%	86.1%	62.7%	115.6%	-0.3%	May '26
US Large Growth	122.74	0.2%	2.2%	10.8%	7.6%	4.7%	32.4%	19.8%	3.8%	110.7%	115.2%	76.8%	155.1%	NewNew Peak	May '26
US Large Value	232.02	-1.0%	0.5%	4.5%	3.7%	14.5%	27.6%	15.7%	10.7%	61.6%	58.0%	49.7%	81.7%	-1.0%	May '26

US MidCap Blend	77.39	-1.0%	0.2%	3.7%	3.2%	9.2%	23.8%	17.0%	7.1%	78.9%	78.0%	57.8%	104.1%	-1.0%	May '26
US MidCap Growth	290.97	-0.8%	2.0%	7.3%	6.4%	2.3%	14.2%	10.7%	4.4%	57.2%	36.4%	19.4%	76.2%	-2.0%	Oct '25
US MidCap Value	191.51	-1.2%	-1.2%	1.0%	0.8%	11.5%	23.0%	12.1%	8.6%	54.4%	47.7%	40.2%	69.6%	-1.6%	Apr '26

US Small Blend	286.58	-1.5%	0.6%	4.9%	3.7%	13.9%	29.9%	8.9%	11.5%	61.8%	38.1%	34.4%	74.3%	-1.5%	May '26
US Small Growth	366.58	-2.0%	1.1%	10.7%	8.0%	14.5%	40.3%	12.9%	13.5%	66.7%	26.8%	27.3%	80.7%	-2.0%	May '26
US Small Value	210.10	-1.3%	0.9%	5.9%	5.2%	20.5%	43.4%	12.4%	16.3%	68.9%	38.4%	35.7%	71.0%	-1.3%	May '26

Foreign Large Blend	102.89	-1.8%	0.8%	0.7%	0.3%	11.1%	24.6%	31.6%	7.1%	53.4%	49.6%	47.0%	104.3%	-2.6%	Feb '26
Foreign Growth	120.93	-1.9%	1.7%	2.1%	1.2%	7.5%	17.5%	20.7%	6.2%	32.8%	23.3%	17.4%	77.8%	-2.0%	Feb '26
Foreign Value	77.37	-1.9%	0.0%	-0.5%	-0.6%	14.6%	32.0%	42.2%	8.3%	76.4%	78.2%	81.5%	132.8%	-3.2%	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	23.02	-0.04%	0.1%	0.0%	0.8%	-0.2%	2.9%	3.6%	0.0%	22.7%	28.3%	25.3%	31.0%	-0.8%	Jan '26
Ultra Short- Janus AAA CLO	50.57	0.02%	0.1%	0.6%	1.0%	2.4%	5.3%	5.2%	1.5%	21.5%	26.1%	25.2%	27.5%	NewNew Peak	May '26
Bank Loan- Invesco	20.66	0.10%	0.4%	0.8%	1.5%	1.9%	6.1%	6.9%	0.5%	25.6%	29.7%	27.5%	33.9%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.39	0%	0.2%	0.8%	1.6%	3.3%	7.9%	8.9%	1.9%	35.9%	59.3%	50.1%	43.3%	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	57.60	-0.9%	0.7%	7.1%	5.5%	11.1%	31.6%	17.7%	8.2%	90.9%	106.2%	101.8%	122.8%	-0.9%	May '26
Int’l Min Volatility- Franklin	40.45	-1.7%	-1.0%	-2.0%	1.6%	15.4%	31.8%	27.1%	10.3%	74.3%	109.3%	96.7%	111.2%	-2.3%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.66	-0.4%	-0.9%	8.6%	5.5%	16.1%	29.3%	3.0%	14.0%	97.8%	109.4%	112.8%	118.7%	-1.8%	May '26
Small Value- Avantis	119.18	-1.0%	-0.7%	3.9%	3.7%	22.7%	40.1%	7.4%	17.2%	76.1%	66.5%	58.6%	82.0%	-1.0%	May '26
Mid Value- Pacer Cash Cows	63.26	-0.3%	-0.4%	0.9%	-0.9%	10.8%	22.8%	9.0%	5.5%	46.8%	59.5%	45.7%	57.7%	-2.3%	Feb '26
Growth- S&P Momentum	139.30	-1.6%	3.6%	14.8%	16.6%	18.1%	42.7%	26.6%	17.1%	158.7%	165.0%	127.4%	179.5%	-1.6%	May '26
Invesco S&P Quality	81.93	-0.9%	1.4%	4.2%	3.0%	12.3%	23.0%	13.2%	9.6%	79.0%	89.4%	63.0%	114.9%	-0.9%	May '26
Rotation Factor- BlackRock	65.20	-0.6%	1.6%	7.4%	6.2%	9.5%	32.6%	20.0%	7.5%	105.6%	100.6%	81.7%	146.2%	-0.6%	May '26
US Min Volatility- Fidelity	69.17	-0.2%	0.0%	3.8%	1.4%	6.3%	17.5%	11.8%	4.1%	48.5%	59.0%	41.6%	72.7%	-0.2%	May '26
Derivative Income- JPMorgan	56.28	-0.4%	-1.0%	-2.3%	-3.5%	3.1%	9.0%	8.1%	0.2%	29.3%	42.8%	29.8%	48.2%	-4.8%	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	17.17	0.12%	0.9%	3.6%	7.4%	9.4%	13.8%	6.5%	8.6%	33.5%	40.5%	40.6%	40.1%	-0.2%	May '26
Multistrategy- AQR	14.67	0%	0.1%	0.4%	2.3%	5.8%	15.8%	16.4%	4.7%	50.4%	71.9%	72.0%	53.7%	-0.1%	May '26
Long Short- AQR	20.84	0.3%	1.5%	-0.2%	-0.7%	5.1%	19.1%	34.4%	-1.5%	105.7%	160.2%	154.3%	142.5%	-2.1%	Dec '25
Mkt Neutral- BlackRock	15.65	-0.3%	0.1%	2.1%	6.6%	12.8%	17.7%	18.3%	7.3%	73.1%	73.0%	81.5%	82.1%	-0.3%	May '26
Multi Strategy- Variant	26.03	0%	0.1%	0.4%	1.8%	3.1%	6.7%	7.2%	1.9%	22.0%	46.8%	36.4%	27.8%	NewNew Peak	May '26
Long Short- First Trust	73.55	-0.6%	-0.1%	2.6%	3.0%	4.1%	16.1%	9.1%	3.7%	49.3%	61.5%	48.9%	64.7%	-0.6%	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)	397.99	-0.01%	3.2%	25.4%	23.4%	42.9%	158.9%	66.0%	27.2%	272.3%	241.2%	176.8%	311.3%	NewNew Peak	May '26
Meta (Communications)	616.81	0.6%	1.3%	0.7%	-6.7%	-0.6%	3.5%	13.1%	-6.5%	166.5%	94.8%	83.6%	387.6%	-21.7%	Aug '25
Amazon (Cyclical)	271.17	-1.4%	1.1%	22.6%	28.9%	10.9%	41.2%	5.2%	17.5%	156.2%	64.8%	59.1%	140.2%	-1.4%	May '26
Tesla (Cyclical)	411.79	3.3%	5.4%	20.0%	0.2%	-4.1%	44.6%	11.4%	-8.4%	139.7%	83.7%	3.0%	89.6%	-15.9%	Dec '25
Procter & Gamble (Defensive)	146.06	-1.2%	-0.8%	1.6%	-7.5%	0.8%	-5.3%	-12.3%	3.4%	1.7%	22.7%	0.6%	29.4%	-15.3%	Dec '24
PepsiCo (Defensive)	156.29	0.2%	-0.7%	1.0%	-7.5%	11.4%	23.7%	-1.8%	9.9%	-10.6%	25.4%	3.3%	3.4%	-11.8%	May '23
Coca-Cola (Defensive)	78.43	-1.0%	-0.2%	1.5%	-0.1%	12.7%	13.4%	15.6%	13.0%	34.2%	67.0%	50.1%	57.8%	-3.2%	Feb '26
Exxon Mobil (Energy)	146.58	-1.4%	-4.0%	-6.2%	-1.0%	27.0%	42.9%	16.0%	22.6%	48.8%	184.4%	167.7%	67.5%	-14.5%	Mar '26
Chevron (Energy)	182.50	-1.4%	-4.3%	-5.4%	1.9%	20.2%	39.2%	10.1%	20.9%	29.8%	104.3%	81.6%	33.6%	-13.6%	Mar '26
JPMorgan Chase (Financial)	306.27	-2.7%	-2.0%	-0.6%	-4.5%	-1.6%	23.2%	37.3%	-4.0%	139.2%	115.5%	112.4%	221.3%	-8.0%	Jan '26
Visa (Financial)	321.28	0.8%	-2.1%	4.0%	-2.9%	-4.0%	-7.9%	11.8%	-8.2%	41.5%	43.6%	49.8%	85.2%	-13.4%	Jun '25
Mastercard (Financial)	500.94	1.8%	1.1%	-1.0%	-8.6%	-9.0%	-11.1%	9.0%	-12.0%	32.3%	37.4%	38.7%	80.5%	-16.0%	Aug '25
Bank of America (Financial)	52.75	-1.6%	-0.9%	1.7%	-6.2%	0.2%	29.7%	28.0%	-3.5%	105.9%	41.2%	27.2%	93.3%	-7.3%	Jan '26
UnitedHealth (Health)	369.74	0.7%	0.3%	20.8%	34.7%	15.7%	-1.4%	-33.1%	12.9%	-20.4%	-3.6%	-20.6%	-21.0%	-38.7%	Nov '24
Johnson & Johnson (Health)	222.51	-0.9%	-2.1%	-7.8%	-6.8%	20.7%	46.9%	47.5%	8.1%	49.9%	52.1%	46.6%	51.6%	-10.5%	Mar '26
Eli Lilly (Health)	974.96	-1.2%	1.2%	2.3%	-7.7%	5.8%	30.7%	40.2%	-9.1%	130.4%	424.4%	273.1%	209.0%	-12.0%	Nov '25
Union Pacific (Industrials)	264.89	-1.2%	-0.5%	6.3%	5.4%	20.9%	25.0%	3.9%	15.1%	41.9%	29.2%	17.9%	49.6%	-2.3%	Apr '26
Honeywell (Industrials)	216.07	-0.4%	1.7%	-7.1%	-8.9%	12.6%	9.1%	-6.4%	11.3%	24.1%	11.0%	21.3%	42.9%	-12.9%	Mar '26
Nvidia (IT)	211.50	1.8%	6.6%	16.2%	14.1%	12.4%	80.2%	38.9%	13.4%	626.2%	1331.5%	603.6%	1741.5%	-2.4%	Apr '26
Broadcom (IT)	412.56	-3.0%	-2.1%	17.7%	24.2%	18.5%	100.2%	50.6%	19.5%	582.5%	907.6%	572.8%	912.6%	-3.5%	May '26
Adobe (IT)	256.51	2.5%	2.3%	7.2%	-4.4%	-21.5%	-33.2%	-21.3%	-26.7%	-25.4%	-47.5%	-54.5%	-10.4%	-59.6%	Feb '24
Oracle (IT)	194.59	0.3%	13.2%	35.9%	36.7%	-18.2%	30.8%	18.1%	0.4%	108.3%	159.0%	135.2%	218.6%	-40.3%	Sep '25
salesforce.com (IT)	186.34	2.8%	1.4%	5.9%	-2.4%	-22.0%	-32.9%	-20.2%	-29.5%	-4.5%	-12.7%	-26.0%	32.9%	-48.8%	Dec '24
Linde PLC (Materials)	493.85	-1.6%	-2.8%	-1.3%	10.5%	18.3%	10.4%	3.2%	16.2%	40.4%	76.9%	54.5%	90.4%	-3.3%	Apr '26
Sherwin-Williams (Materials)	320.21	-1.1%	0.7%	-4.6%	-11.3%	-5.4%	-8.6%	-3.8%	-1.0%	42.4%	16.5%	-1.8%	64.0%	-19.0%	Nov '24
American Tower (Real Estate)	179.77	-0.2%	-1.0%	3.1%	6.0%	3.0%	-14.4%	-0.9%	3.4%	3.2%	-15.5%	-28.0%	10.1%	-21.3%	Sep '24
Prologis Inc. (Real Estate)	142.29	-0.4%	0.6%	3.6%	4.7%	15.1%	39.6%	25.1%	12.4%	22.9%	41.3%	-1.9%	58.1%	-1.9%	Apr '26
NextEra Energy (Utilities)	93.32	-2.2%	-3.7%	-0.9%	5.0%	12.7%	40.7%	15.5%	17.0%	33.9%	42.5%	14.2%	41.6%	-4.7%	Apr '26
Duke Energy (Utilities)	124.87	-0.5%	-2.9%	-5.1%	3.3%	2.7%	7.7%	12.7%	7.4%	41.9%	50.3%	42.4%	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	15.99	-0.3%	0.4%	1.2%	1.0%	2.9%	9.7%	9.4%	2.2%	22.9%	12.2%	10.7%	32.6%	-0.3%	May '26
Moderate-60% Stock	68.39	-0.6%	0.9%	3.7%	3.0%	7.5%	21.0%	16.4%	5.7%	47.4%	38.5%	32.8%	68.6%	-0.6%	May '26
Mod Agg-80% Stock	54.67	-0.6%	1.4%	5.1%	4.3%	10.1%	26.8%	19.6%	7.8%	61.4%	51.1%	43.1%	88.0%	-0.6%	May '26
Aggressive-90% Stock	33.49	-0.8%	1.7%	6.7%	6.3%	13.2%	32.6%	20.9%	10.6%	65.5%	55.3%	45.5%	94.3%	-0.8%	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	79579.26	-0.6%	1.8%	11.9%	12.8%	-23.0%	-22.9%	-6.3%	-9.1%	187.3%	38.7%	71.3%	315.4%	-36.2%	Oct '25
Ethereum	2280.01	-0.5%	-0.7%	4.1%	10.5%	-33.6%	3.3%	-11.0%	-23.2%	23.3%	-34.6%	-39.4%	76.1%	-52.8%	Aug '25
BNB	640.18	0.5%	4.0%	6.5%	-2.6%	-35.4%	1.8%	23.1%	-25.8%	103.9%	2.5%	25.0%	136.3%	-51.1%	Oct '25
Solana	88.26	-0.2%	5.4%	6.9%	0.9%	-45.4%	-46.2%	-34.2%	-29.1%	327.3%	104.5%	-48.2%	183.2%	-66.3%	Jan '25
Bitcoin ETF	45.40	-1.7%	2.1%	12.3%	14.4%	-22.9%	-21.2%	-6.4%	-8.6%	-	-	-	-	-36.3%	Oct '25
Grayscale Bitcoin (hi fee)	62.28	-1.6%	2.1%	12.2%	14.0%	-23.4%	-22.1%	-7.6%	-8.9%	344.5%	47.1%	101.2%	515.0%	-36.7%	Oct '25
Bloomberg Commodities	24.83	0.04%	-1.5%	5.0%	17.8%	30.3%	40.2%	14.9%	27.1%	51.7%	70.8%	61.4%	40.0%	-2.7%	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	4.97	0.5%	0.1%	1.7%	2.3%	5.7%	2.8%	1.1%	2.7%	29.6%	118.2%	146.5%	27.9%	-2.6%	Oct '23
10yr Treasury rate	4.39	0.8%	0.3%	2.4%	4.4%	7.3%	0.4%	-9.0%	5.5%	24.7%	178.5%	169.8%	12.6%	-11.9%	Oct '23
5yr Treasury rate	4.04	1.0%	0.6%	3.2%	7.7%	9.9%	1.3%	-15.0%	8.7%	15.5%	424.5%	196.3%	-1.7%	-18.5%	Oct '23
13-week T-bill	3.60	-0.06%	0.6%	-0.1%	0.2%	-4.2%	-14.6%	-15.7%	1.4%	-29.2%	44875.0%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	95.61	0.8%	-6.2%	1.3%	50.4%	60.0%	59.6%	-19.9%	66.5%	30.7%	47.3%	25.7%	9.6%	-15.4%	Apr '26
Gold	4732.60	0.7%	2.2%	-0.4%	-4.4%	18.3%	43.6%	64.5%	9.4%	133.6%	158.5%	163.0%	183.3%	-11.0%	Jan '26
USD/EUR	0.85	-0.01%	-0.1%	-0.6%	0.4%	-1.6%	-4.3%	-11.4%	0.1%	-6.3%	-	-3.1%	-17.3%	-12.7%	Jan '25
USD/JPY	156.82	-0.01%	-0.1%	-1.1%	0.0%	2.5%	7.4%	-0.4%	0.3%	16.1%	-	36.2%	6.9%	-3.0%	Jul '24
S&P 500 Volatility Index	17.08	-1.8%	0.5%	-18.8%	-16.2%	-10.5%	-24.0%	-13.8%	14.2%	0.6%	2.3%	2.9%	-49.1%	-67.4%	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	50.73	-0.06%	0.0%	0.4%	0.5%	1.7%	5.0%	6.1%	1.0%	19.4%	18.7%	18.4%	23.7%	-0.1%	May '26
Interm Muni- JPMorgan	50.39	0.06%	0.2%	0.3%	-0.3%	1.0%	5.3%	4.3%	0.7%	10.4%	6.1%	5.0%	16.6%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.27	-0.2%	0.2%	-0.2%	0.0%	1.5%	7.3%	8.8%	0.8%	13.9%	3.8%	4.4%	21.4%	-1.4%	Feb '26
Interm Bond- Vanguard	76.80	-0.3%	0.0%	-0.6%	-0.7%	0.1%	5.1%	8.5%	-0.4%	12.0%	1.4%	1.8%	19.5%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.96	0%	0.0%	0.8%	1.2%	3.0%	9.3%	8.2%	1.7%	31.8%	35.9%	30.4%	37.1%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.02	-0.1%	0.1%	-0.2%	-1.3%	0.3%	4.8%	8.2%	-0.2%	17.0%	13.8%	13.5%	27.5%	-2.1%	Feb '26
Long Bond- Vanguard	74.70	-0.5%	0.3%	-0.8%	-1.2%	-0.5%	7.3%	7.2%	-0.2%	12.4%	-9.0%	-11.7%	24.6%	-3.1%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.1%	0.3%	-0.1%	0.6%	4.7%	3.3%	0.7%	10.0%	2.1%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.23	-0.02%	0.2%	0.0%	-0.7%	0.9%	5.7%	3.4%	0.3%	8.7%	2.9%	2.3%	14.2%	-1.5%	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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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