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S&P 500

-0.9%

BelowPeak Apr '26

Return

84.0%

[

20.2%

annualized]

Dec 30 2022 - Apr 21 2026

DJIA (Large Value)

-2.1%

BelowPeak Feb '26

Return

48.3%

[

12.6%

annualized]

Dec 30 2022 - Apr 21 2026

Russell 2000 (Small Cap)

-1.0%

BelowPeak Apr '26

Return

57.0%

[

14.6%

annualized]

Dec 30 2022 - Apr 21 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 21 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	7064.01	-0.6%	0.6%	8.6%	2.2%	5.4%	33.6%	16.4%	3.2%	70.9%	70.8%	47.3%	97.5%	-0.9%	Apr '26
DJIA (Large Value)	49149.38	-0.6%	1.4%	7.8%	-0.5%	5.5%	25.4%	13.0%	2.3%	45.4%	45.3%	34.3%	68.3%	-2.1%	Feb '26
Russell 2000 (Small Cap)	2764.97	-1.0%	1.9%	13.4%	1.7%	12.8%	46.3%	11.3%	11.4%	54.3%	23.8%	21.7%	63.8%	-1.0%	Apr '26
NASDAQ Comp (Tech/Growth)	24259.96	-0.6%	1.0%	12.1%	3.5%	6.7%	48.8%	20.4%	4.4%	101.0%	75.6%	53.2%	132.9%	-0.9%	Apr '26
Aggregate Bond	99.47	-0.4%	-0.2%	1.2%	0.4%	0.2%	6.2%	7.2%	0.6%	12.0%	1.0%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	109.61	-0.4%	-0.3%	2.0%	0.1%	-0.5%	8.3%	7.9%	0.6%	14.7%	0.7%	-0.7%	26.0%	-1.1%	Feb '26
High Yield Bond	80.37	-0.3%	-0.1%	2.3%	0.5%	2.6%	9.8%	8.6%	1.1%	27.9%	21.1%	17.8%	37.9%	-0.3%	Apr '26
Preferred	31.24	-0.6%	-0.4%	3.7%	-1.1%	1.8%	11.7%	4.9%	2.0%	19.5%	7.8%	3.3%	26.8%	-1.3%	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	51.77	-0.9%	0.8%	10.7%	5.0%	18.4%	29.7%	9.9%	14.7%	36.1%	40.2%	26.1%	61.9%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	118.97	-0.8%	0.7%	10.6%	-2.8%	0.7%	28.8%	7.4%	-0.2%	65.4%	40.8%	17.3%	76.4%	-4.3%	Jan '26
Financial Services	52.30	-0.6%	0.2%	7.1%	-2.3%	0.6%	12.6%	14.9%	-4.0%	65.2%	64.2%	42.4%	83.2%	-6.8%	Jan '26
Real Estate	95.31	-1.8%	1.1%	8.5%	6.6%	5.4%	14.3%	3.3%	8.9%	30.6%	18.6%	-2.1%	43.7%	-1.8%	Apr '26
Communication Services	117.16	-1.3%	-0.2%	4.7%	1.1%	2.0%	31.1%	23.1%	-0.2%	109.8%	63.1%	56.7%	155.5%	-2.1%	Jan '26
Energy	55.87	1.5%	0.2%	-5.2%	15.0%	29.2%	41.7%	7.9%	25.8%	44.9%	185.0%	126.5%	56.9%	-10.7%	Mar '26
Industrials	171.44	-1.4%	0.2%	6.3%	3.9%	12.8%	39.4%	19.3%	10.8%	78.2%	84.1%	74.5%	113.3%	-3.9%	Mar '26
Technology	154.69	0.08%	2.9%	14.5%	6.9%	8.7%	61.7%	24.6%	7.6%	113.7%	128.6%	82.1%	172.3%	New Peak	Apr '26
Consumer Staples/Defensive	81.84	-0.7%	1.0%	1.2%	0.0%	4.0%	2.3%	1.5%	5.9%	16.0%	33.8%	18.7%	32.8%	-8.6%	Feb '26
Healthcare	145.92	-1.0%	-1.3%	0.8%	-7.4%	0.8%	10.0%	14.5%	-5.3%	14.2%	28.7%	12.1%	26.8%	-8.5%	Feb '26
Utilities	44.95	-1.7%	-2.3%	1.4%	6.0%	0.9%	18.5%	16.0%	6.0%	41.5%	56.8%	44.2%	62.6%	-5.2%	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	148.74	-1.1%	0.0%	8.9%	2.7%	7.9%	34.9%	22.4%	5.1%	70.2%	64.9%	50.1%	103.9%	-1.4%	Apr '26
MSCI Emerging Markets	62.25	-1.5%	0.1%	11.9%	6.0%	16.4%	49.9%	34.0%	13.8%	71.9%	30.0%	39.6%	96.6%	-2.2%	Apr '26
FTSE Europe	86.90	-2.2%	-1.3%	9.7%	1.1%	9.2%	26.5%	35.8%	4.4%	51.4%	55.2%	44.6%	111.8%	-3.5%	Feb '26
MSCI Japan	87.14	-2.5%	-2.2%	7.3%	2.7%	10.1%	31.6%	25.9%	7.9%	61.5%	43.7%	43.8%	95.9%	-7.3%	Feb '26
MSCI India	49.80	-1.4%	-0.4%	6.9%	-3.9%	-9.9%	-6.9%	2.7%	-7.9%	26.0%	34.6%	7.9%	24.0%	-15.3%	Sep '24
MSCI China	58.16	-1.9%	0.2%	5.3%	-7.4%	-6.6%	16.8%	31.0%	-3.2%	31.2%	-21.1%	2.8%	57.3%	-12.1%	Oct '25
International Bond	48.10	-0.4%	0.0%	0.8%	-0.1%	-0.6%	1.9%	2.9%	0.2%	13.1%	1.0%	1.6%	17.7%	-1.8%	Feb '26
iShares Latin America	37.20	-1.7%	-1.5%	14.1%	7.9%	34.6%	62.0%	52.7%	22.2%	81.3%	85.3%	111.6%	89.8%	-2.4%	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	647.25	-0.7%	0.6%	8.6%	2.5%	6.1%	35.2%	17.8%	3.5%	78.0%	83.4%	56.6%	107.5%	-0.8%	Apr '26
US Large Growth	471.26	-0.7%	0.5%	10.3%	1.2%	0.7%	38.6%	18.3%	-0.3%	96.2%	88.6%	57.2%	130.9%	-4.0%	Oct '25
US Large Value	225.87	-0.6%	0.8%	6.9%	3.2%	11.6%	29.8%	15.7%	7.8%	55.2%	60.2%	45.8%	76.9%	-0.6%	Apr '26

US MidCap Blend	76.65	-0.6%	-74.6%	-73.0%	-74.4%	-73.5%	-68.4%	11.6%	-73.5%	-61.8%	-63.9%	-67.6%	-56.8%	-74.9%	Feb '26
US MidCap Growth	282.64	-1.1%	1.7%	9.2%	-0.2%	-2.0%	21.2%	10.7%	1.5%	49.6%	30.0%	16.0%	71.2%	-4.8%	Oct '25
US MidCap Value	192.59	-0.3%	1.5%	7.0%	4.3%	12.0%	29.2%	12.1%	9.2%	53.1%	56.0%	41.0%	70.5%	-0.4%	Feb '26

US Small Blend	284.17	-0.7%	2.1%	10.9%	2.7%	12.7%	38.7%	8.9%	10.6%	57.4%	39.6%	33.2%	72.9%	-0.7%	Apr '26
US Small Growth	355.39	-0.9%	2.1%	14.8%	0.5%	10.6%	48.1%	12.9%	10.1%	59.2%	20.9%	23.4%	75.2%	-0.9%	Apr '26
US Small Value	205.37	-1.1%	1.7%	11.9%	3.5%	16.6%	48.0%	12.4%	13.6%	60.8%	41.9%	32.7%	67.1%	-1.1%	Apr '26

Foreign Large Blend	101.63	-2.2%	-1.6%	8.6%	2.2%	9.6%	27.9%	31.6%	5.8%	52.1%	51.8%	45.2%	101.8%	-3.8%	Feb '26
Foreign Growth	118.84	-2.4%	-1.3%	9.5%	-0.1%	4.0%	21.4%	20.7%	4.3%	30.7%	22.5%	15.3%	74.7%	-3.7%	Feb '26
Foreign Value	76.63	-2.2%	-2.1%	7.6%	4.2%	15.0%	34.3%	42.2%	7.3%	75.5%	84.2%	79.7%	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	23.13	-0.04%	0.7%	1.6%	0.2%	0.9%	5.0%	3.6%	0.4%	23.2%	29.4%	25.9%	31.6%	-0.4%	Jan '26
Ultra Short- Janus AAA CLO	50.60	0.02%	0.0%	0.6%	0.8%	2.4%	5.8%	5.2%	1.2%	21.5%	25.5%	24.8%	27.0%	-0.1%	Apr '26
Bank Loan- Invesco	20.55	-0.10%	0.0%	0.9%	-0.6%	1.4%	6.8%	6.9%	-0.6%	24.3%	28.6%	26.2%	32.5%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.35	0%	0.2%	0.6%	1.2%	3.3%	8.1%	8.9%	1.5%	36.2%	59.1%	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	55.97	-0.6%	0.5%	10.0%	3.3%	8.3%	38.0%	17.7%	5.1%	86.3%	111.2%	96.1%	116.5%	-0.9%	Apr '26
Int’l Min Volatility- Franklin	40.38	-1.0%	-1.2%	3.8%	7.0%	17.5%	35.8%	27.1%	10.1%	75.7%	113.0%	96.3%	110.8%	-2.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.99	-1.2%	2.5%	15.3%	3.3%	14.4%	35.7%	3.0%	11.2%	90.4%	114.5%	107.6%	113.4%	-1.2%	Apr '26
Small Value- Avantis	117.78	-0.4%	2.3%	11.0%	7.1%	20.7%	48.2%	7.4%	15.8%	68.8%	77.6%	56.7%	79.8%	-0.4%	Apr '26
Mid Value- Pacer Cash Cows	63.19	0.02%	1.5%	2.5%	2.1%	11.1%	28.0%	9.0%	5.3%	42.7%	66.3%	45.6%	57.5%	-2.4%	Feb '26
Growth- S&P Momentum	126.65	-0.8%	0.1%	11.6%	7.7%	6.6%	44.5%	26.6%	6.4%	131.9%	139.9%	106.8%	154.1%	-1.3%	Apr '26
Invesco S&P Quality	79.66	-1.0%	0.3%	6.3%	3.8%	8.6%	27.3%	13.2%	6.5%	73.5%	85.6%	58.5%	108.9%	-1.2%	Feb '26
Rotation Factor- BlackRock	63.10	-0.7%	0.3%	8.5%	4.2%	7.4%	38.4%	20.0%	4.0%	98.6%	98.3%	75.9%	138.3%	-0.9%	Apr '26
US Min Volatility- Fidelity	67.99	-0.8%	0.4%	5.6%	1.2%	4.3%	19.9%	11.8%	2.3%	47.1%	59.0%	39.1%	69.7%	-0.9%	Apr '26
Derivative Income- JPMorgan	57.50	-0.5%	-0.2%	3.3%	0.5%	4.4%	16.2%	8.1%	2.4%	32.2%	49.2%	32.6%	51.4%	-2.7%	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	16.76	0.3%	0.0%	1.0%	6.0%	6.5%	12.9%	6.5%	6.0%	30.1%	39.3%	37.3%	36.8%	-0.1%	Apr '26
Multistrategy- AQR	14.42	0.07%	-0.6%	0.1%	2.4%	5.7%	15.3%	16.4%	2.9%	46.8%	73.7%	69.1%	51.1%	-1.3%	Apr '26
Long Short- AQR	20.01	-0.5%	-2.3%	-2.4%	-2.9%	2.3%	18.8%	34.4%	-5.4%	96.7%	165.9%	144.1%	132.8%	-6.0%	Dec '25
Mkt Neutral- BlackRock	15.30	0%	-0.1%	1.2%	5.1%	11.1%	19.0%	18.3%	4.9%	68.5%	73.8%	77.4%	78.0%	-0.4%	Apr '26
Multi Strategy- Variant	26.16	0.04%	0.0%	0.6%	2.0%	3.1%	6.8%	7.2%	1.7%	22.0%	47.3%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.21	-0.5%	-0.1%	4.2%	1.4%	4.4%	17.4%	9.1%	1.8%	46.7%	63.4%	46.2%	61.7%	-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)	332.29	-1.5%	-1.4%	10.4%	0.6%	32.2%	120.1%	66.0%	6.2%	217.8%	197.5%	131.1%	243.4%	-3.2%	Feb '26
Meta (Communications)	668.84	-0.3%	-0.4%	12.7%	3.4%	-8.7%	34.1%	13.1%	1.4%	216.6%	127.3%	99.1%	428.7%	-15.1%	Aug '25
Amazon (Cyclical)	249.91	0.7%	0.6%	21.7%	6.6%	14.7%	44.3%	5.2%	8.3%	133.6%	51.0%	46.7%	121.4%	-1.6%	Nov '25
Tesla (Cyclical)	386.42	-1.5%	-1.4%	5.0%	-14.0%	-12.0%	62.4%	11.4%	-14.1%	134.1%	61.1%	-3.4%	77.9%	-21.1%	Dec '25
Procter & Gamble (Defensive)	142.32	-1.5%	-0.7%	-1.4%	-4.4%	-5.2%	-13.4%	-12.3%	0.0%	-2.2%	19.2%	-2.7%	25.1%	-18.1%	Dec '24
PepsiCo (Defensive)	154.92	-1.3%	0.0%	3.3%	8.2%	3.1%	12.3%	-1.8%	8.9%	-7.5%	23.9%	2.4%	2.5%	-12.6%	May '23
Coca-Cola (Defensive)	74.70	-1.0%	-0.8%	-0.1%	4.7%	7.0%	4.0%	15.6%	7.6%	27.5%	59.3%	42.9%	50.3%	-7.8%	Feb '26
Exxon Mobil (Energy)	148.36	0.5%	-0.4%	-7.1%	11.8%	31.3%	41.7%	16.0%	24.1%	41.6%	225.1%	170.9%	69.6%	-13.5%	Mar '26
Chevron (Energy)	185.98	1.5%	0.6%	-7.8%	12.7%	22.1%	41.6%	10.1%	23.2%	24.9%	126.9%	85.1%	36.2%	-11.9%	Mar '26
JPMorgan Chase (Financial)	313.00	-1.3%	2.3%	9.8%	3.6%	7.4%	35.4%	37.3%	-1.9%	138.5%	141.0%	117.1%	228.4%	-6.0%	Jan '26
Visa (Financial)	309.94	-1.3%	-1.9%	2.8%	-4.8%	-9.9%	-5.8%	11.8%	-11.4%	35.5%	41.3%	44.6%	78.6%	-16.5%	Jun '25
Mastercard (Financial)	511.35	-1.0%	-1.7%	3.2%	-3.9%	-10.2%	-2.5%	9.0%	-10.1%	38.7%	37.3%	41.6%	84.2%	-14.2%	Aug '25
Bank of America (Financial)	53.48	-0.9%	-1.5%	13.4%	2.5%	5.8%	42.7%	28.0%	-2.2%	93.5%	57.4%	28.9%	96.0%	-6.1%	Jan '26
UnitedHealth (Health)	346.01	7.0%	10.2%	25.6%	-1.6%	-2.9%	-16.7%	-33.1%	5.6%	-24.1%	-4.9%	-25.7%	-26.1%	-42.6%	Nov '24
Johnson & Johnson (Health)	226.16	-2.0%	-5.2%	-3.9%	4.1%	18.6%	47.4%	47.5%	9.9%	52.0%	57.7%	49.0%	54.1%	-9.0%	Mar '26
Eli Lilly (Health)	903.02	-1.8%	-0.2%	-0.4%	-16.8%	11.5%	9.9%	40.2%	-15.8%	139.7%	407.5%	245.5%	186.2%	-18.5%	Nov '25
Union Pacific (Industrials)	251.25	-0.4%	1.3%	7.0%	9.2%	12.8%	18.6%	3.9%	9.2%	35.4%	29.0%	11.9%	41.9%	-5.9%	Mar '26
Honeywell (Industrials)	222.22	-3.3%	-4.3%	0.3%	0.4%	15.4%	21.4%	-6.4%	14.5%	28.2%	13.9%	24.7%	47.0%	-10.4%	Mar '26
Nvidia (IT)	199.88	-1.1%	0.5%	15.7%	8.1%	10.9%	102.2%	38.9%	7.2%	637.7%	1249.4%	564.9%	1640.4%	-3.4%	Oct '25
Broadcom (IT)	402.17	0.6%	1.4%	29.8%	23.8%	18.7%	139.1%	50.6%	16.4%	561.2%	876.7%	555.9%	887.1%	-2.2%	Dec '25
Adobe (IT)	247.18	-0.6%	1.0%	-0.4%	-17.5%	-30.2%	-29.4%	-21.3%	-29.4%	-34.6%	-51.3%	-56.2%	-13.6%	-61.1%	Feb '24
Oracle (IT)	181.17	2.0%	6.7%	21.5%	2.0%	-33.1%	43.8%	18.1%	-6.5%	97.3%	158.9%	119.0%	196.6%	-44.4%	Sep '25
salesforce.com (IT)	187.11	0.5%	5.4%	-4.0%	-17.8%	-26.8%	-22.5%	-20.2%	-29.2%	-4.6%	-17.9%	-25.7%	33.4%	-48.6%	Dec '24
Linde PLC (Materials)	494.84	-0.7%	-0.6%	1.4%	11.4%	10.8%	10.3%	3.2%	16.4%	40.5%	83.5%	54.8%	90.8%	-2.8%	Apr '26
Sherwin-Williams (Materials)	334.61	-2.7%	1.8%	10.2%	-4.4%	0.7%	1.7%	-3.8%	3.5%	47.1%	29.7%	2.6%	71.4%	-15.4%	Nov '24
American Tower (Real Estate)	174.76	-3.8%	-1.3%	-0.2%	-0.3%	-6.8%	-18.0%	-0.9%	0.5%	-5.0%	-19.2%	-30.0%	7.1%	-23.5%	Sep '24
Prologis Inc. (Real Estate)	141.92	-2.1%	1.5%	10.9%	12.9%	14.5%	46.9%	25.1%	12.1%	26.4%	42.6%	-2.2%	57.7%	-2.2%	Apr '26
NextEra Energy (Utilities)	90.60	-1.5%	-0.7%	1.2%	7.2%	10.9%	40.0%	15.5%	13.6%	25.2%	31.7%	10.9%	37.5%	-4.7%	Feb '26
Duke Energy (Utilities)	125.67	-1.7%	-1.8%	-0.9%	7.7%	-0.9%	6.2%	12.7%	8.1%	43.6%	52.5%	43.3%	67.7%	-5.8%	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	15.90	-0.4%	0.0%	2.8%	0.9%	1.9%	10.6%	9.4%	1.6%	22.6%	12.0%	10.0%	31.8%	-0.8%	Feb '26
Moderate-60% Stock	67.07	-0.8%	0.0%	6.0%	2.0%	5.4%	23.2%	16.4%	3.7%	45.0%	38.0%	30.2%	65.3%	-1.0%	Apr '26
Mod Agg-80% Stock	53.26	-0.8%	0.2%	7.6%	2.5%	7.3%	29.5%	19.6%	5.0%	57.6%	49.7%	39.4%	83.2%	-1.0%	Apr '26
Aggressive-90% Stock	32.32	-1.0%	0.1%	9.3%	3.7%	9.9%	35.2%	20.9%	6.8%	60.3%	52.9%	40.4%	87.5%	-1.2%	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	77563.03	1.6%	3.7%	10.0%	-13.3%	-28.0%	-17.0%	-6.3%	-11.4%	184.4%	49.8%	67.0%	304.9%	-37.8%	Oct '25
Ethereum	2363.34	1.5%	0.2%	10.1%	-19.9%	-37.9%	34.5%	-11.0%	-20.3%	27.7%	-1.7%	-37.2%	82.5%	-51.1%	Aug '25
BNB	639.94	1.2%	2.8%	-0.3%	-27.9%	-40.3%	3.4%	23.1%	-25.9%	98.9%	26.5%	25.0%	136.2%	-51.2%	Oct '25
Solana	87.26	1.5%	2.8%	-2.9%	-32.0%	-51.6%	-41.3%	-34.2%	-29.9%	310.1%	124.4%	-48.8%	180.0%	-66.7%	Jan '25
Bitcoin ETF	42.51	-1.7%	-0.1%	6.9%	-16.1%	-30.6%	-18.4%	-6.4%	-14.4%	-	-	-	-	-40.4%	Oct '25
Grayscale Bitcoin (hi fee)	58.35	-1.7%	0.0%	6.8%	-16.3%	-30.9%	-19.3%	-7.6%	-14.6%	325.0%	56.3%	88.5%	476.2%	-40.7%	Oct '25
Bloomberg Commodities	24.16	1.2%	0.9%	1.2%	15.3%	28.0%	35.7%	14.9%	23.7%	44.7%	76.9%	57.1%	36.2%	-2.3%	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	4.90	0.3%	0.1%	-1.3%	1.1%	7.9%	0.4%	1.1%	1.2%	29.6%	118.8%	143.0%	26.1%	-4.0%	Oct '23
10yr Treasury rate	4.29	1.0%	0.2%	-2.3%	1.0%	8.6%	-2.2%	-9.0%	3.1%	20.2%	176.2%	163.6%	10.0%	-14.0%	Oct '23
5yr Treasury rate	3.91	1.5%	0.3%	-2.6%	1.6%	10.0%	-1.7%	-15.0%	5.0%	6.7%	387.3%	186.3%	-5.0%	-21.2%	Oct '23
13-week T-bill	3.60	0%	-0.4%	-0.6%	0.3%	-5.0%	-14.6%	-15.7%	1.4%	-27.3%	23886.7%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	89.42	-2.9%	-2.0%	-9.1%	50.6%	52.9%	39.0%	-19.9%	55.7%	14.8%	45.6%	17.5%	2.5%	-20.8%	Apr '26
Gold	4776.30	1.7%	-0.5%	4.5%	-2.7%	18.1%	40.4%	64.5%	10.4%	141.3%	168.2%	165.4%	186.0%	-10.2%	Jan '26
USD/EUR	0.85	0.04%	0.6%	-1.4%	-0.6%	-1.1%	-3.3%	-11.4%	0.0%	-	2.3%	-3.1%	-17.3%	-12.8%	Jan '25
USD/JPY	159.39	0.01%	0.4%	0.9%	0.6%	4.9%	11.7%	-0.4%	1.9%	-	47.6%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	19.50	3.3%	7.3%	-27.2%	24.7%	4.8%	-36.2%	-13.8%	30.4%	16.3%	4.2%	17.5%	-41.9%	-62.7%	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	50.60	-0.12%	0.1%	0.5%	0.6%	1.5%	5.1%	6.1%	0.7%	19.0%	18.6%	18.1%	23.3%	-0.2%	Feb '26
Interm Muni- JPMorgan	50.49	-0.10%	0.2%	1.2%	0.5%	1.2%	6.8%	4.3%	0.9%	11.4%	6.2%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.51	-0.4%	-0.2%	1.4%	0.7%	1.2%	8.4%	8.8%	0.9%	14.6%	3.9%	4.5%	21.5%	-1.2%	Feb '26
Interm Bond- Vanguard	77.34	-0.4%	-0.1%	1.2%	0.5%	0.2%	6.4%	8.5%	0.3%	13.4%	2.4%	2.5%	20.3%	-1.5%	Feb '26
Multisector Bond- Intrepid	9.01	0.11%	0.3%	2.1%	0.9%	2.8%	10.4%	8.2%	1.7%	31.5%	37.3%	30.4%	37.1%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.35	-0.4%	0.0%	2.3%	-0.2%	0.8%	5.9%	8.2%	0.5%	18.1%	14.7%	14.3%	28.4%	-1.4%	Feb '26
Long Bond- Vanguard	75.38	-0.5%	-0.5%	3.0%	-0.4%	-2.0%	9.8%	7.2%	0.7%	11.5%	-8.0%	-10.9%	25.7%	-2.3%	Oct '25
Long CA Muni- PIMCO	9.44	0%	0.2%	1.3%	0.4%	0.6%	6.6%	3.3%	0.5%	10.6%	2.1%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.42	-0.09%	0.2%	1.3%	0.2%	1.2%	7.7%	3.4%	0.7%	9.5%	3.2%	2.7%	14.6%	-1.2%	Feb '26

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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.

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performance monitoring, and client presentations.
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