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S&P 500

New Peak

Return

83.4%

[

20.2%

annualized]

Dec 30 2022 - Apr 16 2026

DJIA (Large Value)

-3.2%

BelowPeak Feb '26

Return

46.6%

[

12.3%

annualized]

Dec 30 2022 - Apr 16 2026

Russell 2000 (Small Cap)

New Peak

Return

54.4%

[

14.1%

annualized]

Dec 30 2022 - Apr 16 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 16 11:30 PM EDT, next update at 11:40 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	7041.28	0.3%	3.3%	4.8%	1.5%	5.7%	33.3%	16.4%	2.9%	69.6%	68.2%	46.8%	96.8%	New Peak	Apr '26
DJIA (Large Value)	48578.72	0.2%	1.4%	3.4%	-1.6%	5.2%	24.1%	13.0%	1.1%	42.9%	42.0%	32.8%	66.3%	-3.2%	Feb '26
Russell 2000 (Small Cap)	2719.60	0.2%	3.4%	7.9%	1.6%	10.9%	44.6%	11.3%	9.6%	50.9%	20.2%	19.7%	61.1%	New Peak	Apr '26
NASDAQ Comp (Tech/Growth)	24102.70	0.4%	5.2%	7.2%	2.5%	6.3%	48.0%	20.4%	3.7%	98.3%	71.5%	52.2%	131.4%	New Peak	Apr '26
Aggregate Bond	99.48	-0.1%	0.2%	0.0%	0.4%	0.5%	5.7%	7.2%	0.6%	12.3%	1.2%	1.1%	18.0%	-1.3%	Feb '26
Corp Bond	109.43	-0.5%	0.2%	0.5%	0.1%	-0.2%	7.2%	7.9%	0.4%	14.9%	0.9%	-0.8%	25.8%	-1.3%	Feb '26
High Yield Bond	80.35	-0.1%	0.5%	1.2%	0.6%	2.5%	9.5%	8.6%	1.1%	27.7%	20.8%	17.8%	37.8%	-0.2%	Apr '26
Preferred	31.33	-0.10%	1.8%	1.9%	-0.3%	2.2%	12.4%	4.9%	2.3%	20.6%	7.9%	3.6%	27.2%	-1.0%	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	51.75	0.7%	-0.4%	5.0%	6.8%	18.9%	30.7%	9.9%	14.6%	34.8%	38.3%	26.1%	61.8%	-3.1%	Feb '26
Consumer Discretionary/Cyclical	117.63	-0.5%	4.2%	4.1%	-3.6%	0.8%	27.9%	7.4%	-1.3%	62.9%	36.2%	16.0%	74.4%	-5.3%	Jan '26
Financial Services	52.03	-0.3%	2.5%	5.5%	-3.9%	0.6%	13.2%	14.9%	-4.5%	64.2%	60.3%	41.7%	82.3%	-7.3%	Jan '26
Real Estate	95.16	0.9%	2.3%	3.0%	3.8%	6.4%	13.9%	3.3%	8.7%	29.6%	19.7%	-2.2%	43.4%	New Peak	Apr '26
Communication Services	118.83	1.3%	4.3%	3.3%	3.5%	4.0%	33.4%	23.1%	1.3%	108.5%	62.7%	58.9%	159.1%	-0.7%	Jan '26
Energy	56.58	1.5%	-0.6%	-2.7%	19.4%	33.6%	43.3%	7.9%	27.4%	44.7%	180.9%	129.4%	58.9%	-9.6%	Mar '26
Industrials	170.33	-0.5%	-0.7%	2.6%	2.3%	13.0%	37.8%	19.3%	10.1%	77.0%	81.7%	73.3%	112.0%	-4.5%	Mar '26
Technology	152.02	1.1%	6.6%	9.1%	4.5%	7.0%	58.5%	24.6%	5.7%	108.0%	120.4%	79.0%	167.6%	New Peak	Apr '26
Consumer Staples/Defensive	81.43	0.5%	-1.1%	-3.3%	-0.3%	3.5%	2.2%	1.5%	5.4%	16.8%	33.0%	18.1%	32.2%	-9.0%	Feb '26
Healthcare	146.61	-0.8%	-0.5%	-1.6%	-5.5%	3.2%	10.1%	14.5%	-4.9%	14.6%	30.8%	12.7%	27.4%	-8.1%	Feb '26
Utilities	46.35	0.7%	-1.3%	-1.0%	7.6%	2.7%	22.6%	16.0%	9.3%	46.7%	60.4%	48.7%	67.7%	-2.2%	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	148.90	0.07%	2.7%	4.9%	2.7%	8.4%	35.9%	22.4%	5.2%	69.9%	63.1%	50.3%	104.2%	New Peak	Apr '26
MSCI Emerging Markets	62.45	0.4%	3.1%	6.3%	7.9%	16.9%	52.6%	34.0%	14.1%	68.7%	29.2%	40.0%	97.2%	-1.4%	Feb '26
FTSE Europe	87.71	-0.4%	0.7%	5.0%	2.3%	10.1%	29.4%	35.8%	5.4%	54.4%	54.9%	45.9%	113.8%	-2.6%	Feb '26
MSCI Japan	89.41	0.4%	1.5%	5.1%	4.6%	13.2%	37.4%	25.9%	10.7%	66.8%	44.3%	47.6%	101.0%	-4.9%	Feb '26
MSCI India	50.00	0.04%	1.3%	3.1%	-5.4%	-8.2%	-4.3%	2.7%	-7.5%	26.1%	30.6%	8.3%	24.5%	-14.9%	Sep '24
MSCI China	58.69	1.1%	2.6%	0.4%	-6.1%	-6.2%	21.7%	31.0%	-2.3%	27.4%	-20.1%	3.7%	58.7%	-11.3%	Oct '25
International Bond	48.09	-0.06%	0.2%	-0.2%	-0.3%	-0.4%	2.0%	2.9%	0.2%	13.2%	1.2%	1.6%	17.6%	-1.8%	Feb '26
iShares Latin America	37.94	0.5%	0.3%	10.8%	16.7%	37.7%	69.7%	52.7%	24.6%	77.9%	88.5%	115.8%	93.6%	-0.4%	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	644.86	0.2%	3.2%	4.9%	1.7%	6.2%	34.9%	17.8%	3.2%	76.5%	80.5%	56.0%	106.7%	New Peak	Apr '26
US Large Growth	469.23	0.07%	5.1%	5.8%	-0.2%	0.6%	37.9%	18.3%	-0.8%	94.8%	85.1%	56.5%	129.9%	-4.4%	Oct '25
US Large Value	224.94	0.4%	1.4%	3.7%	3.1%	11.9%	29.8%	15.7%	7.3%	53.6%	58.2%	45.2%	76.1%	New Peak	Apr '26

US MidCap Blend	302.76	0.3%	2.0%	3.5%	1.2%	5.5%	25.1%	11.6%	4.7%	50.2%	41.4%	27.8%	70.4%	-1.0%	Feb '26
US MidCap Growth	278.34	0.12%	3.8%	3.9%	-2.3%	-3.3%	19.5%	10.7%	-0.1%	46.4%	27.2%	14.2%	68.6%	-6.3%	Oct '25
US MidCap Value	190.70	0.5%	0.9%	3.1%	3.5%	12.2%	28.7%	12.1%	8.1%	51.2%	53.2%	39.7%	68.9%	-1.4%	Feb '26

US Small Blend	279.57	0.5%	2.7%	5.7%	1.8%	11.2%	36.9%	8.9%	8.8%	54.2%	35.9%	31.1%	70.1%	New Peak	Apr '26
US Small Growth	348.67	0.2%	5.1%	8.6%	-0.2%	7.9%	45.5%	12.9%	8.0%	55.8%	17.7%	21.1%	71.9%	-1.4%	Jan '26
US Small Value	202.26	0.2%	1.5%	7.3%	3.8%	15.6%	47.0%	12.4%	11.9%	56.7%	37.1%	30.7%	64.6%	New Peak	Apr '26

Foreign Large Blend	103.01	-0.3%	0.8%	4.7%	3.5%	11.0%	31.6%	31.6%	7.3%	55.3%	51.9%	47.2%	104.6%	-2.5%	Feb '26
Foreign Growth	120.06	-0.3%	1.3%	4.8%	0.7%	4.9%	24.1%	20.7%	5.4%	33.8%	23.2%	16.5%	76.5%	-2.7%	Feb '26
Foreign Value	78.08	-0.2%	0.5%	4.8%	6.3%	17.3%	39.4%	42.2%	9.3%	79.3%	83.8%	83.2%	134.9%	-2.3%	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	23.00	0.1%	0.2%	0.6%	-0.4%	0.7%	4.7%	3.6%	-0.1%	22.6%	28.6%	25.1%	30.9%	-0.9%	Jan '26
Ultra Short- Janus AAA CLO	50.59	0.02%	0.2%	0.7%	0.8%	2.4%	5.9%	5.2%	1.2%	21.7%	25.5%	24.7%	27.0%	New Peak	Apr '26
Bank Loan- Invesco	20.55	0.05%	0.3%	0.6%	-0.9%	1.8%	7.0%	6.9%	-0.6%	24.1%	28.5%	26.2%	32.5%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.33	0%	0.2%	0.5%	1.1%	3.2%	8.0%	8.9%	1.4%	36.3%	59.0%	49.2%	42.4%	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	55.73	0.09%	2.7%	5.9%	2.6%	8.4%	37.8%	17.7%	4.7%	84.5%	107.6%	95.2%	115.6%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.84	-0.07%	-0.8%	1.3%	7.9%	19.1%	39.3%	27.1%	11.4%	78.1%	114.2%	98.6%	113.2%	-1.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.60	1.0%	4.1%	9.6%	1.3%	13.1%	34.7%	3.0%	9.6%	86.0%	107.7%	104.6%	110.3%	New Peak	Apr '26
Small Value- Avantis	115.71	0.5%	0.9%	7.5%	6.9%	20.0%	46.1%	7.4%	13.8%	63.4%	70.0%	53.9%	76.7%	-0.1%	Apr '26
Mid Value- Pacer Cash Cows	62.73	0.8%	2.0%	-0.5%	2.0%	12.1%	27.6%	9.0%	4.6%	39.5%	63.6%	44.5%	56.3%	-3.1%	Feb '26
Growth- S&P Momentum	126.74	0.13%	2.8%	8.3%	5.9%	5.8%	44.9%	26.6%	6.5%	131.5%	134.7%	106.9%	154.3%	New Peak	Apr '26
Invesco S&P Quality	79.13	-0.4%	0.5%	3.0%	2.5%	8.4%	27.1%	13.2%	5.8%	72.1%	82.1%	57.5%	107.5%	-1.9%	Feb '26
Rotation Factor- BlackRock	63.02	0.2%	2.9%	5.3%	3.4%	7.7%	38.7%	20.0%	3.9%	97.6%	96.4%	75.6%	138.0%	New Peak	Apr '26
US Min Volatility- Fidelity	68.00	0.5%	2.3%	2.8%	0.8%	5.0%	20.1%	11.8%	2.3%	46.8%	58.1%	39.2%	69.8%	-0.5%	Feb '26
Derivative Income- JPMorgan	57.59	-0.03%	0.1%	0.6%	0.5%	5.3%	16.5%	8.1%	2.6%	32.8%	49.8%	32.8%	51.6%	-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	16.77	0.06%	0.8%	2.8%	6.3%	6.3%	13.2%	6.5%	6.1%	30.5%	38.6%	37.3%	36.9%	New Peak	Apr '26
Multistrategy- AQR	14.51	0.07%	-0.1%	0.6%	3.4%	7.0%	16.4%	16.4%	3.6%	46.8%	73.7%	70.1%	52.0%	-0.7%	Apr '26
Long Short- AQR	20.42	-0.3%	-0.5%	-0.3%	-0.9%	5.2%	21.3%	34.4%	-3.5%	98.2%	166.4%	149.1%	137.6%	-4.1%	Dec '25
Mkt Neutral- BlackRock	15.36	0.3%	0.6%	2.9%	4.8%	11.7%	19.7%	18.3%	5.3%	68.3%	73.6%	78.1%	78.7%	New Peak	Apr '26
Multi Strategy- Variant	26.15	0%	0.1%	0.6%	2.0%	3.1%	6.8%	7.2%	1.6%	22.1%	47.4%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.17	-0.2%	-0.2%	3.0%	1.2%	4.5%	17.6%	9.1%	1.8%	45.4%	61.8%	46.1%	61.6%	-0.5%	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)	336.02	-0.3%	5.9%	8.1%	1.9%	32.8%	123.1%	66.0%	7.4%	219.7%	196.8%	133.7%	247.3%	-2.2%	Feb '26
Meta (Communications)	676.87	0.8%	7.5%	8.7%	9.2%	-5.4%	35.4%	13.1%	2.6%	211.7%	122.8%	101.5%	435.0%	-14.1%	Aug '25
Amazon (Cyclical)	249.70	0.5%	4.7%	16.0%	4.4%	17.2%	44.7%	5.2%	8.2%	143.0%	46.9%	46.5%	121.2%	-1.7%	Nov '25
Tesla (Cyclical)	388.90	-0.8%	11.4%	-2.6%	-11.1%	-11.5%	61.1%	11.4%	-13.5%	107.9%	57.7%	-2.8%	79.0%	-20.6%	Dec '25
Procter & Gamble (Defensive)	143.11	-0.2%	-1.4%	-5.5%	-0.3%	-4.1%	-13.8%	-12.3%	0.6%	2.3%	18.3%	-2.2%	25.8%	-17.7%	Dec '24
PepsiCo (Defensive)	158.38	2.3%	0.8%	1.2%	9.2%	5.0%	15.3%	-1.8%	11.3%	-5.0%	28.3%	4.7%	4.8%	-10.6%	May '23
Coca-Cola (Defensive)	75.18	-0.2%	-3.0%	-3.1%	7.5%	11.4%	6.0%	15.6%	8.3%	29.6%	62.6%	43.8%	51.3%	-7.2%	Feb '26
Exxon Mobil (Energy)	151.98	2.0%	-0.3%	-4.3%	17.8%	37.5%	47.0%	16.0%	27.1%	46.8%	224.9%	177.5%	73.7%	-11.4%	Mar '26
Chevron (Energy)	188.15	1.8%	-0.2%	-5.0%	14.3%	25.5%	42.6%	10.1%	24.7%	25.0%	125.0%	87.2%	37.8%	-10.9%	Mar '26
JPMorgan Chase (Financial)	309.95	1.3%	0.0%	8.6%	-0.3%	5.2%	36.2%	37.3%	-2.9%	137.3%	129.4%	115.0%	225.2%	-6.9%	Jan '26
Visa (Financial)	315.10	-0.3%	3.5%	2.2%	-3.8%	-7.5%	-3.7%	11.8%	-10.0%	38.1%	44.4%	47.0%	81.6%	-15.1%	Jun '25
Mastercard (Financial)	518.54	-0.3%	4.0%	2.5%	-3.7%	-7.3%	0.8%	9.0%	-8.9%	41.6%	38.2%	43.6%	86.8%	-13.0%	Aug '25
Bank of America (Financial)	53.51	-1.5%	1.8%	13.2%	1.6%	5.5%	46.3%	28.0%	-2.2%	90.5%	54.3%	29.0%	96.1%	-6.0%	Jan '26
UnitedHealth (Health)	316.40	0.7%	4.0%	10.0%	-3.7%	-10.0%	-28.4%	-33.1%	-3.4%	-33.6%	-11.8%	-32.1%	-32.4%	-47.5%	Nov '24
Johnson & Johnson (Health)	234.54	-1.7%	-1.6%	-1.5%	7.8%	22.8%	53.1%	47.5%	13.9%	54.8%	66.5%	54.5%	59.8%	-5.6%	Mar '26
Eli Lilly (Health)	903.99	-0.11%	-3.8%	-2.8%	-12.8%	13.0%	8.4%	40.2%	-15.7%	148.2%	402.1%	245.9%	186.5%	-18.4%	Nov '25
Union Pacific (Industrials)	251.07	1.2%	0.2%	3.6%	10.0%	12.3%	16.7%	3.9%	9.1%	34.5%	26.2%	11.8%	41.8%	-6.0%	Mar '26
Honeywell (Industrials)	229.38	-1.2%	-2.4%	-0.9%	5.1%	21.2%	26.4%	-6.4%	18.2%	31.2%	16.2%	28.8%	51.7%	-7.5%	Mar '26
Nvidia (IT)	198.35	-0.3%	5.2%	9.0%	6.5%	8.3%	95.5%	38.9%	6.4%	635.2%	1149.6%	559.8%	1627.0%	-4.2%	Oct '25
Broadcom (IT)	398.47	0.4%	7.2%	24.3%	13.5%	14.5%	134.9%	50.6%	15.4%	560.9%	819.9%	549.9%	878.1%	-3.1%	Dec '25
Adobe (IT)	248.15	1.4%	10.1%	-2.4%	-16.2%	-25.5%	-28.9%	-21.3%	-29.1%	-34.3%	-52.7%	-56.0%	-13.3%	-60.9%	Feb '24
Oracle (IT)	178.34	5.0%	29.1%	15.7%	-6.3%	-38.4%	40.0%	18.1%	-7.9%	93.3%	141.7%	115.5%	192.0%	-45.3%	Sep '25
salesforce.com (IT)	181.22	2.0%	9.9%	-7.0%	-20.0%	-25.1%	-26.2%	-20.2%	-31.4%	-6.7%	-20.7%	-28.0%	29.2%	-50.2%	Dec '24
Linde PLC (Materials)	499.22	0.3%	-0.8%	1.0%	14.1%	11.5%	11.9%	3.2%	17.5%	43.2%	84.3%	56.2%	92.5%	-1.9%	Apr '26
Sherwin-Williams (Materials)	333.34	1.4%	-0.8%	3.9%	-6.6%	1.2%	0.9%	-3.8%	3.1%	48.4%	30.5%	2.2%	70.8%	-15.7%	Nov '24
American Tower (Real Estate)	178.60	0.9%	0.6%	-3.5%	-2.7%	-5.7%	-17.7%	-0.9%	1.7%	-6.1%	-17.2%	-29.2%	8.3%	-22.6%	Sep '24
Prologis Inc. (Real Estate)	142.17	1.7%	3.6%	6.7%	7.6%	16.4%	44.1%	25.1%	12.3%	27.0%	45.6%	-2.0%	58.0%	New Peak	Apr '26
NextEra Energy (Utilities)	91.83	0.6%	-2.4%	-0.8%	10.6%	10.1%	42.6%	15.5%	15.2%	27.6%	29.1%	12.4%	39.4%	-3.4%	Feb '26
Duke Energy (Utilities)	128.63	0.5%	-2.4%	-3.2%	8.8%	1.8%	9.3%	12.7%	10.7%	46.9%	55.1%	46.7%	71.7%	-3.6%	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	15.88	-0.13%	0.6%	1.0%	0.7%	2.1%	10.5%	9.4%	1.5%	22.5%	11.7%	9.9%	31.7%	-1.0%	Feb '26
Moderate-60% Stock	67.11	0.03%	1.7%	3.1%	2.0%	5.8%	23.8%	16.4%	3.7%	44.9%	37.0%	30.3%	65.4%	-0.3%	Feb '26
Mod Agg-80% Stock	53.23	0.11%	2.1%	4.1%	2.5%	7.5%	30.6%	19.6%	4.9%	57.1%	48.3%	39.4%	83.1%	-0.1%	Feb '26
Aggressive-90% Stock	32.31	0.03%	2.3%	5.4%	3.8%	10.1%	35.9%	20.9%	6.7%	60.0%	51.5%	40.3%	87.4%	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	74757.10	-0.4%	2.4%	1.1%	-21.7%	-29.8%	-11.9%	-6.3%	-14.6%	153.9%	21.4%	60.9%	290.2%	-40.1%	Oct '25
Ethereum	2329.08	-0.9%	3.7%	0.5%	-29.3%	-39.2%	47.2%	-11.0%	-21.5%	12.2%	-4.2%	-38.1%	79.9%	-51.8%	Aug '25
BNB	629.64	-0.9%	3.9%	-5.9%	-32.8%	-41.3%	6.7%	23.1%	-27.1%	85.2%	23.4%	22.9%	132.4%	-51.9%	Oct '25
Solana	87.72	-1.5%	3.4%	-7.4%	-39.4%	-51.8%	-34.9%	-34.2%	-29.5%	257.2%	245.4%	-48.5%	181.5%	-66.5%	Jan '25
Bitcoin ETF	42.73	0.4%	2.8%	1.1%	-21.2%	-29.3%	-11.5%	-6.4%	-13.9%	-	-	-	-	-40.1%	Oct '25
Grayscale Bitcoin (hi fee)	58.64	0.5%	2.8%	1.0%	-21.4%	-29.7%	-12.6%	-7.6%	-14.2%	286.2%	26.4%	89.4%	479.1%	-40.4%	Oct '25
Bloomberg Commodities	24.11	0.7%	1.7%	0.6%	18.9%	28.7%	35.2%	14.9%	23.5%	41.4%	79.3%	56.7%	35.9%	-2.5%	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	4.93	0.8%	0.3%	1.6%	1.8%	7.1%	2.5%	1.1%	1.8%	29.5%	118.0%	144.5%	26.9%	-3.4%	Oct '23
10yr Treasury rate	4.31	0.6%	-0.2%	2.5%	1.8%	7.5%	-0.6%	-9.0%	3.5%	20.0%	173.9%	164.7%	10.4%	-13.6%	Oct '23
5yr Treasury rate	3.91	0.4%	-0.7%	3.4%	2.2%	8.9%	-0.7%	-15.0%	5.1%	6.0%	376.6%	186.7%	-4.8%	-21.1%	Oct '23
13-week T-bill	3.61	-0.06%	0.5%	0.1%	1.5%	-5.8%	-14.1%	-15.7%	1.8%	-26.7%	45025.0%	6711.3%	2.2%	-32.5%	Oct '23
Crude Oil	89.95	-5.0%	-6.9%	-6.5%	51.3%	56.3%	39.1%	-19.9%	56.7%	11.3%	42.5%	18.2%	3.1%	-20.4%	Apr '26
Gold	4817.80	0.7%	1.2%	-3.7%	5.0%	15.0%	45.6%	64.5%	11.4%	141.6%	170.8%	167.7%	188.4%	-9.4%	Jan '26
USD/EUR	0.85	0.06%	-0.4%	-2.4%	-1.5%	-	-	-11.4%	-0.3%	-7.3%	-	-3.5%	-17.6%	-13.0%	Jan '25
USD/JPY	159.44	0.2%	0.1%	0.2%	0.5%	-	-	-0.4%	1.9%	18.6%	-	38.5%	8.7%	-1.4%	Jul '24
S&P 500 Volatility Index	17.94	-1.3%	-6.7%	-19.8%	13.1%	-13.7%	-39.5%	-13.8%	20.0%	5.8%	10.4%	8.1%	-46.6%	-65.7%	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	50.58	0.02%	0.1%	-0.3%	0.2%	1.1%	4.6%	6.1%	0.3%	18.8%	18.1%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.39	0.03%	0.2%	-0.1%	0.1%	1.2%	6.1%	4.3%	0.7%	10.0%	6.2%	5.0%	16.6%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.55	-0.1%	0.2%	0.0%	0.6%	1.7%	7.9%	8.8%	1.0%	15.1%	4.2%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	77.32	-0.2%	0.2%	-0.1%	0.5%	0.4%	6.0%	8.5%	0.3%	13.5%	2.7%	2.4%	20.3%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.98	0%	0.3%	1.5%	0.7%	2.6%	10.0%	8.2%	1.4%	30.9%	36.5%	30.0%	36.7%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.28	-0.2%	0.3%	0.6%	-0.3%	0.8%	6.1%	8.2%	0.3%	17.8%	14.5%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	75.15	-0.8%	0.2%	0.8%	-0.4%	-1.6%	8.1%	7.2%	0.4%	11.7%	-7.8%	-11.2%	25.3%	-2.6%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.0%	0.1%	-0.1%	0.6%	5.4%	3.3%	0.3%	9.5%	2.0%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.32	0.07%	0.1%	-0.1%	-0.2%	1.2%	7.0%	3.4%	0.5%	8.3%	3.1%	2.5%	14.4%	-1.4%	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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