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S&P 500

Return

95.6%

[

21.1%

annualized]

Dec 30 2022 - Jul 01 2026

DJIA (Large Value)

Return

58.6%

[

14.1%

annualized]

Dec 30 2022 - Jul 01 2026

Russell 2000 (Small Cap)

Return

72.8%

[

16.9%

annualized]

Dec 30 2022 - Jul 01 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 Jul 01 12:50 PM EDT, next update at 01:00 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	7511.28	0.2%	2.1%	-1.2%	14.2%	9.7%	21.2%	16.4%	9.7%	68.8%	73.9%	56.6%	110.0%	-1.3%	Jun '26
DJIA (Large Value)	52585.36	0.5%	1.4%	2.9%	12.9%	9.4%	18.2%	13.0%	9.4%	52.8%	51.8%	43.7%	80.0%	NewNew Peak	Jul '26
Russell 2000 (Small Cap)	3043.84	0.6%	1.9%	4.8%	21.2%	22.6%	38.5%	11.3%	22.6%	61.2%	30.7%	33.9%	80.3%	NewNew Peak	Jul '26
NASDAQ Comp (Tech/Growth)	26135.54	-0.3%	2.6%	-3.5%	19.7%	12.4%	29.4%	20.4%	12.4%	89.6%	80.0%	65.1%	150.9%	-3.5%	Jun '26
Aggregate Bond	98.57	-0.4%	-0.6%	-0.1%	-0.1%	0.0%	3.1%	7.2%	0.0%	12.2%	-0.3%	0.5%	17.3%	-1.8%	Feb '26
Corp Bond	108.57	-0.5%	-0.8%	-0.3%	0.3%	0.0%	3.1%	7.9%	0.0%	14.2%	-2.3%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	79.58	-0.5%	-0.3%	-0.3%	0.8%	0.7%	4.2%	8.6%	0.7%	26.0%	18.3%	17.2%	37.2%	-0.9%	May '26
Preferred	30.57	0.2%	-0.4%	-2.7%	1.1%	0.3%	4.2%	4.9%	0.3%	18.2%	3.5%	1.5%	24.6%	-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	51.34	1.0%	0.4%	0.8%	1.7%	13.7%	15.6%	9.9%	13.7%	30.7%	36.4%	25.1%	60.6%	-3.8%	Feb '26
Consumer Discretionary/Cyclical	118.72	1.2%	3.2%	0.5%	8.1%	-0.4%	9.4%	7.4%	-0.4%	43.0%	37.5%	17.0%	76.0%	-4.5%	Jan '26
Financial Services	55.03	2.6%	2.4%	7.0%	11.3%	1.0%	5.7%	14.9%	1.0%	70.5%	61.7%	49.8%	92.8%	-1.9%	Jan '26
Real Estate	97.46	1.1%	0.5%	3.6%	9.5%	11.3%	11.9%	3.3%	11.3%	30.2%	14.5%	0.1%	46.9%	-1.2%	Jun '26
Communication Services	109.99	2.7%	3.2%	-4.9%	-1.1%	-6.3%	3.1%	23.1%	-6.3%	74.3%	41.6%	47.1%	139.8%	-8.1%	Jan '26
Energy	53.06	-0.08%	-0.9%	-7.4%	-10.0%	19.5%	27.1%	7.9%	19.5%	42.8%	130.4%	115.2%	49.0%	-15.2%	Mar '26
Industrials	184.85	-0.2%	2.6%	7.2%	12.4%	19.5%	26.2%	19.3%	19.5%	79.4%	92.8%	88.1%	130.0%	-0.2%	Jun '26
Technology	186.90	-1.9%	2.1%	-4.5%	38.5%	30.0%	49.5%	24.6%	30.0%	119.0%	162.1%	120.0%	229.1%	-5.7%	Jun '26
Consumer Staples/Defensive	83.21	0.2%	-1.5%	1.4%	2.1%	7.7%	3.6%	1.5%	7.7%	20.8%	35.1%	20.7%	35.0%	-7.0%	Feb '26
Healthcare	159.45	0.5%	4.0%	7.9%	7.9%	3.4%	18.1%	14.5%	3.4%	25.8%	35.4%	22.5%	38.6%	-0.8%	Jun '26
Utilities	44.85	-1.1%	-1.5%	4.1%	-2.7%	5.8%	11.8%	16.0%	5.8%	49.0%	62.0%	43.9%	62.3%	-5.4%	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	156.65	-0.2%	1.6%	-1.5%	12.2%	10.7%	23.0%	22.4%	10.7%	70.5%	67.2%	58.1%	114.8%	-2.1%	Jun '26
MSCI Emerging Markets	66.93	-2.2%	-0.5%	-4.5%	16.9%	22.3%	40.5%	34.0%	22.3%	80.8%	36.7%	50.1%	111.4%	-6.0%	Jun '26
FTSE Europe	87.96	-0.6%	1.2%	-0.6%	5.2%	5.7%	15.3%	35.8%	5.7%	54.7%	51.4%	46.3%	114.4%	-2.3%	Feb '26
MSCI Japan	93.38	0.11%	0.8%	0.5%	8.0%	15.6%	30.2%	25.9%	15.6%	63.8%	55.1%	54.1%	109.9%	-3.7%	Jun '26
MSCI India	49.28	-0.2%	-0.7%	2.7%	5.5%	-8.8%	-11.7%	2.7%	-8.8%	13.6%	20.1%	6.8%	22.7%	-16.1%	Sep '24
MSCI China	51.81	1.5%	0.7%	-6.5%	-7.5%	-13.7%	-5.1%	31.0%	-13.7%	24.2%	-29.2%	-8.5%	40.1%	-21.7%	Oct '25
International Bond	48.28	-0.3%	-0.5%	0.3%	0.8%	0.8%	1.6%	2.9%	0.8%	12.6%	1.7%	2.2%	18.4%	-1.2%	Feb '26
iShares Latin America	33.81	0.2%	2.0%	-2.6%	-5.2%	11.1%	31.8%	52.7%	11.1%	43.7%	54.6%	92.3%	72.6%	-11.2%	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	687.89	0.2%	1.8%	-1.3%	14.2%	10.0%	22.2%	17.8%	10.0%	75.2%	86.0%	66.4%	120.5%	-1.5%	Jun '26
US Large Growth	123.45	-0.6%	3.2%	-4.1%	14.8%	4.4%	18.6%	19.8%	4.4%	89.5%	103.2%	77.8%	156.6%	-4.1%	Jun '26
US Large Value	244.97	1.0%	1.6%	3.2%	14.0%	16.9%	26.6%	15.7%	16.9%	63.7%	68.4%	58.1%	91.8%	NewNew Peak	Jul '26

US MidCap Blend	80.95	0.5%	1.0%	2.2%	12.0%	12.0%	18.9%	17.0%	12.0%	73.1%	79.7%	65.1%	113.5%	NewNew Peak	Jul '26
US MidCap Growth	306.53	0.08%	1.7%	1.7%	17.6%	10.0%	8.9%	10.7%	10.0%	51.9%	33.9%	25.8%	85.6%	NewNew Peak	Jun '26
US MidCap Value	199.36	0.9%	0.6%	2.8%	8.0%	13.0%	21.6%	12.1%	13.0%	53.3%	56.3%	46.0%	76.5%	-0.2%	Jun '26

US Small Blend	303.96	0.3%	2.3%	3.7%	15.4%	18.3%	28.3%	8.9%	18.3%	59.1%	43.9%	42.5%	84.9%	NewNew Peak	Jul '26
US Small Growth	394.96	0.3%	1.5%	4.1%	24.9%	22.3%	39.0%	12.9%	22.3%	65.9%	29.8%	37.1%	94.7%	NewNew Peak	Jul '26
US Small Value	223.18	0.9%	2.1%	4.9%	17.0%	23.5%	40.4%	12.4%	23.5%	67.0%	46.2%	44.2%	81.6%	NewNew Peak	Jul '26

Foreign Large Blend	103.25	-0.6%	1.0%	-1.1%	4.7%	7.5%	17.8%	31.6%	7.5%	54.1%	50.6%	47.5%	105.1%	-2.3%	Feb '26
Foreign Growth	123.16	-1.0%	1.2%	0.1%	8.3%	8.1%	12.4%	20.7%	8.1%	35.4%	23.9%	19.5%	81.1%	-1.8%	Jun '26
Foreign Value	76.51	-0.05%	1.1%	-2.2%	1.6%	7.1%	23.0%	42.2%	7.1%	74.2%	80.0%	79.5%	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	22.86		-0.2%	0.0%	-0.2%	0.6%	0.0%	0.8%	3.6%	0.0%	18.6%	27.6%	25.2%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.49		0.01%	-0.3%	-0.1%	0.6%	1.4%	4.1%	5.2%	1.4%	20.0%	25.6%	25.0%	27.3%	-0.4%	May '26
Bank Loan- Invesco	20.36		-0.02%	0.2%	-0.7%	0.1%	-1.0%	2.8%	6.9%	-1.0%	20.7%	27.1%	25.7%	32.0%	-1.4%	May '26
Interval CEF- Cliffwater	10.47	p	EOD	0.1%	0.5%	1.8%	2.7%	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	58.95		0.07%	1.7%	-0.2%	13.8%	10.7%	22.0%	17.7%	10.7%	80.5%	112.2%	106.5%	128.1%	-0.9%	Jun '26
Int’l Min Volatility- Franklin	40.40		-0.5%	-0.3%	-0.8%	-0.7%	10.2%	28.1%	27.1%	10.2%	74.4%	106.2%	96.4%	110.9%	-2.9%	May '26
MidCap 30 - Hennessy (hi fee)	29.67	p	EOD	3.1%	4.1%	21.7%	22.2%	26.5%	3.0%	22.2%	88.0%	127.2%	128.2%	134.6%	NewNew Peak	Jun '26
Small Value- Avantis	125.46		0.6%	1.9%	4.5%	13.4%	23.3%	36.4%	7.4%	23.3%	69.2%	76.8%	66.9%	91.6%	NewNew Peak	Jul '26
Mid Value- Pacer Cash Cows	63.12		1.5%	1.4%	-3.6%	1.3%	5.2%	14.6%	9.0%	5.2%	39.4%	60.6%	45.4%	57.3%	-3.6%	Jun '26
Growth- S&P Momentum	156.14		-3.3%	1.5%	2.5%	36.4%	31.2%	42.0%	26.6%	31.2%	185.6%	178.3%	154.9%	213.3%	-3.4%	Jun '26
Invesco S&P Quality	89.44		-0.7%	2.8%	5.2%	17.9%	19.6%	26.0%	13.2%	19.6%	83.5%	95.9%	78.0%	134.6%	-0.7%	Jun '26
Rotation Factor- BlackRock	67.74		-0.4%	1.9%	0.2%	15.3%	11.7%	25.5%	20.0%	11.7%	93.8%	104.4%	88.8%	155.8%	-0.4%	Jun '26
US Min Volatility- Fidelity	69.17		1.2%	1.9%	-1.6%	6.6%	4.1%	11.0%	11.8%	4.1%	43.6%	56.1%	41.5%	72.7%	-1.8%	May '26
Derivative Income- JPMorgan	56.31		-0.3%	0.5%	1.8%	0.6%	1.1%	6.0%	8.1%	1.1%	28.0%	41.1%	30.9%	49.4%	-3.9%	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	17.29	p	EOD	0.6%	-0.8%	4.9%	9.4%	12.1%	6.5%	9.4%	31.1%	43.1%	41.6%	41.1%	-0.9%	May '26
Multistrategy- AQR	14.55	p	EOD	-0.1%	-2.3%	0.1%	3.9%	11.6%	16.4%	3.9%	44.4%	73.7%	70.6%	52.4%	-2.5%	Jun '26
Long Short- AQR	20.41	p	EOD	-0.5%	-4.1%	-1.9%	-3.5%	10.3%	34.4%	-3.5%	92.6%	171.9%	149.0%	137.5%	-4.1%	Dec '25
Mkt Neutral- BlackRock	16.09	p	EOD	-0.6%	-1.5%	5.1%	10.4%	20.4%	18.3%	10.4%	74.3%	81.9%	86.6%	87.2%	-2.5%	Jun '26
Multi Strategy- Variant	25.79	p	EOD	0.0%	0.2%	1.2%	2.5%	6.5%	7.2%	2.5%	21.1%	44.5%	37.2%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.88		0.11%	-0.1%	-0.3%	4.6%	4.2%	12.3%	9.1%	4.2%	45.2%	59.1%	49.6%	65.4%	-1.3%	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)	358.46	0.3%	3.8%	-4.8%	20.5%	14.6%	104.3%	66.0%	14.6%	201.9%	195.2%	149.3%	270.5%	-11.0%	May '26
Meta (Communications)	618.34	9.8%	10.9%	3.0%	6.8%	-6.2%	-13.8%	13.1%	-6.2%	117.2%	75.9%	84.1%	388.8%	-21.5%	Aug '25
Amazon (Cyclical)	242.64	1.8%	3.6%	-7.1%	15.2%	5.1%	10.1%	5.2%	5.1%	86.1%	41.4%	42.4%	114.9%	-11.8%	May '26
Tesla (Cyclical)	427.03	1.5%	13.7%	2.7%	12.0%	-5.0%	42.0%	11.4%	-5.0%	63.1%	89.0%	6.8%	96.6%	-12.8%	Dec '25
Procter & Gamble (Defensive)	146.85	0.1%	-3.4%	4.7%	2.7%	4.0%	-6.3%	-12.3%	4.0%	4.6%	23.3%	1.1%	30.1%	-14.9%	Dec '24
PepsiCo (Defensive)	140.12	3.5%	-1.5%	0.1%	-9.4%	-1.5%	6.6%	-1.8%	-1.5%	-16.9%	9.6%	-7.4%	-7.3%	-20.9%	May '23
Coca-Cola (Defensive)	81.58	0.4%	1.2%	3.7%	7.2%	17.5%	16.3%	15.6%	17.5%	47.0%	74.2%	56.1%	64.2%	-2.4%	Jun '26
Exxon Mobil (Energy)	136.83	0.08%	0.0%	-8.4%	-14.3%	15.2%	29.3%	16.0%	15.2%	41.0%	160.0%	151.6%	57.5%	-19.7%	Mar '26
Chevron (Energy)	166.81	0.6%	-2.7%	-10.2%	-15.5%	10.5%	18.3%	10.1%	10.5%	19.2%	91.1%	66.0%	22.1%	-21.0%	Mar '26
JPMorgan Chase (Financial)	335.03	2.4%	0.5%	13.0%	14.0%	5.0%	17.6%	37.3%	5.0%	146.7%	142.0%	132.4%	251.5%	NewNew Peak	Jun '26
Visa (Financial)	352.75	2.8%	6.2%	9.3%	18.4%	1.0%	0.0%	11.8%	1.0%	52.0%	55.7%	64.9%	103.7%	-4.8%	Jun '25
Mastercard (Financial)	529.36	3.1%	7.1%	6.9%	7.9%	-7.0%	-5.7%	9.0%	-7.0%	37.0%	47.0%	46.6%	90.7%	-11.2%	Aug '25
Bank of America (Financial)	58.35	2.4%	1.1%	13.9%	18.4%	6.7%	23.2%	28.0%	6.7%	118.1%	57.9%	40.7%	113.8%	NewNew Peak	Jul '26
UnitedHealth (Health)	426.02	2.5%	5.0%	12.2%	55.5%	30.1%	33.4%	-33.1%	30.1%	-6.4%	14.2%	-8.6%	-9.0%	-29.4%	Nov '24
Johnson & Johnson (Health)	252.75	-0.5%	4.9%	13.1%	3.5%	22.8%	65.2%	47.5%	22.8%	65.7%	74.3%	66.5%	72.2%	-2.2%	Jun '26
Eli Lilly (Health)	1185.24	-1.2%	6.1%	9.5%	24.4%	10.7%	53.8%	40.2%	10.7%	158.2%	437.6%	354.3%	276.3%	-3.6%	Jun '26
Union Pacific (Industrials)	276.84	1.8%	6.5%	5.1%	13.9%	20.3%	19.6%	3.9%	20.3%	44.0%	37.9%	23.3%	56.4%	-0.4%	May '26
Honeywell (Industrials)	222.80	-0.5%	-51.0%	-5.8%	-1.8%	15.4%	1.2%	-6.4%	15.4%	21.5%	18.9%	25.8%	48.2%	-51.0%	Jun '26
Nvidia (IT)	197.41	-1.3%	-0.8%	-11.9%	12.3%	5.9%	28.8%	38.9%	5.9%	367.0%	878.9%	556.7%	1618.9%	-16.3%	May '26
Broadcom (IT)	368.93	-2.3%	-3.4%	-19.8%	17.7%	6.8%	40.2%	50.6%	6.8%	340.2%	761.5%	501.7%	805.5%	-23.4%	Jun '26
Adobe (IT)	212.41	3.6%	8.1%	-22.5%	-12.0%	-39.3%	-45.8%	-21.3%	-39.3%	-56.6%	-63.7%	-62.4%	-25.8%	-66.5%	Feb '24
Oracle (IT)	145.08	-1.0%	-7.9%	-41.5%	0.2%	-25.1%	-33.1%	18.1%	-25.1%	26.2%	95.2%	75.3%	137.5%	-55.5%	Sep '25
salesforce.com (IT)	164.69	5.1%	7.8%	-21.4%	-11.3%	-37.7%	-39.1%	-20.2%	-37.7%	-20.9%	-31.8%	-34.6%	17.4%	-54.8%	Dec '24
Linde PLC (Materials)	536.85	3.5%	4.1%	8.3%	8.7%	26.3%	13.8%	3.2%	26.3%	45.9%	96.9%	68.0%	107.0%	NewNew Peak	Jul '26
Sherwin-Williams (Materials)	348.74	1.3%	4.7%	18.3%	7.1%	7.9%	-1.2%	-3.8%	7.9%	34.5%	32.1%	6.9%	78.7%	-11.8%	Nov '24
American Tower (Real Estate)	167.96	2.7%	-3.7%	-10.4%	-0.8%	-3.4%	-23.0%	-0.9%	-3.4%	-4.7%	-28.0%	-32.7%	2.9%	-26.5%	Sep '24
Prologis Inc. (Real Estate)	138.04	1.9%	-2.0%	-0.7%	3.5%	9.0%	32.8%	25.1%	9.0%	23.0%	31.9%	-4.8%	53.4%	-6.5%	Jun '26
NextEra Energy (Utilities)	87.04	-0.8%	-0.7%	4.8%	-6.3%	9.2%	21.7%	15.5%	9.2%	27.2%	32.8%	6.5%	32.1%	-11.1%	Apr '26
Duke Energy (Utilities)	126.08	-0.4%	-0.4%	5.2%	-2.8%	9.4%	9.8%	12.7%	9.4%	57.7%	53.6%	45.0%	69.7%	-4.7%	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	16.03	p	EOD	0.3%	0.2%	3.4%	3.2%	7.6%	9.4%	3.2%	23.5%	12.3%	11.8%	33.9%	-0.1%	Jun '26
Moderate-60% Stock	69.42		-0.12%	0.8%	-0.4%	7.7%	7.3%	15.9%	16.4%	7.3%	46.1%	39.4%	34.8%	71.1%	-0.6%	Jun '26
Mod Agg-80% Stock	55.40	p	EOD	1.5%	-0.4%	10.5%	10.0%	20.6%	19.6%	10.0%	58.8%	52.0%	46.1%	92.0%	-0.8%	Jun '26
Aggressive-90% Stock	34.54	p	EOD	1.9%	0.6%	14.1%	14.1%	26.3%	20.9%	14.1%	65.4%	57.5%	50.0%	100.4%	-0.1%	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	59945.11	2.4%	-1.7%	-15.9%	-11.9%	-31.5%	-43.3%	-6.3%	-31.5%	96.7%	78.6%	29.0%	212.9%	-51.9%	Oct '25
Ethereum	1616.01	3.0%	-0.2%	-19.3%	-24.4%	-45.5%	-32.8%	-11.0%	-45.5%	-16.4%	-23.5%	-57.0%	24.8%	-66.6%	Aug '25
BNB	551.28	1.0%	-2.2%	-20.4%	-9.7%	-36.1%	-14.7%	23.1%	-36.1%	129.3%	91.3%	7.6%	103.4%	-57.9%	Oct '25
Solana	77.35	5.2%	13.8%	-4.6%	-4.7%	-37.9%	-47.4%	-34.2%	-37.9%	309.3%	131.6%	-54.6%	148.2%	-70.5%	Jan '25
Bitcoin ETF	33.97	2.0%	0.3%	-16.1%	-12.1%	-31.6%	-43.2%	-6.4%	-31.6%	-	-	-	-	-52.4%	Oct '25
Grayscale Bitcoin (hi fee)	46.49	2.1%	0.2%	-16.2%	-12.4%	-32.0%	-44.0%	-7.6%	-32.0%	168.2%	80.8%	50.2%	359.1%	-52.8%	Oct '25
Bloomberg Commodities	22.28	-0.3%	1.0%	-9.6%	-7.5%	14.1%	24.6%	14.9%	14.1%	38.0%	52.1%	44.9%	25.6%	-14.0%	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	4.96	1.1%	2.1%	-0.7%	1.2%	2.4%	3.7%	1.1%	2.4%	28.6%	137.6%	145.9%	27.6%	-4.3%	May '26
10yr Treasury rate	4.46	1.0%	1.3%	-0.3%	3.3%	7.2%	4.9%	-9.0%	7.2%	16.8%	201.4%	174.0%	14.3%	-10.6%	Oct '23
5yr Treasury rate	4.22	0.7%	1.0%	0.7%	6.6%	13.3%	9.7%	-15.0%	13.3%	2.0%	367.4%	208.9%	2.5%	-15.0%	Oct '23
13-week T-bill	3.71	-0.5%	0.6%	2.6%	3.0%	4.7%	-12.1%	-15.7%	4.7%	-27.9%	9182.5%	6905.7%	5.1%	-30.6%	Oct '23
Crude Oil	68.35	-1.7%	-2.8%	-25.8%	-31.7%	19.0%	4.4%	-19.9%	19.0%	-3.2%	-9.1%	-10.2%	-21.7%	-39.5%	Apr '26
Gold	4089.80	1.7%	2.5%	-8.6%	-14.5%	-5.5%	22.6%	64.5%	-5.5%	112.9%	130.3%	127.3%	144.9%	-23.1%	Jan '26
USD/EUR	0.88	0.3%	-0.3%	2.2%	1.8%	3.2%	3.7%	-11.4%	3.2%	-	4.1%	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	162.44	-0.10%	0.4%	1.8%	2.4%	3.9%	13.3%	-0.4%	3.9%	-	45.6%	41.1%	10.7%	-0.1%	Jun '26
S&P 500 Volatility Index	16.01	-2.7%	-14.1%	-0.2%	-34.8%	7.1%	-4.9%	-13.8%	7.1%	17.8%	3.4%	-3.6%	-52.3%	-69.4%	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	50.61		-0.02%	0.1%	-0.1%	0.8%	1.1%	3.9%	6.1%	1.1%	19.2%	18.5%	18.5%	23.8%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.47		-0.4%	-0.2%	0.3%	1.2%	1.1%	5.0%	4.3%	1.1%	11.2%	6.1%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	44.90		-0.2%	-0.8%	-0.2%	-0.3%	0.0%	4.5%	8.8%	0.0%	14.1%	3.2%	3.5%	20.4%	-2.2%	Feb '26
Interm Bond- Vanguard	76.36		-0.4%	-0.5%	-0.1%	-0.3%	-0.6%	2.6%	8.5%	-0.6%	13.5%	0.5%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	-0.4%	-0.7%	1.5%	1.7%	6.2%	8.2%	1.7%	29.7%	34.0%	30.5%	37.2%	-0.7%	Jun '26
Int’l Bond- JPMorgan	48.23		-0.2%	-0.2%	0.1%	1.5%	0.8%	3.7%	8.2%	0.8%	19.0%	14.6%	14.6%	28.8%	-1.1%	Feb '26
Long Bond- Vanguard	74.72		-0.7%	-1.4%	-0.5%	0.8%	0.3%	3.1%	7.2%	0.3%	10.9%	-12.0%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	9.47	p	EOD	0.2%	0.5%	1.4%	1.2%	5.2%	3.3%	1.2%	10.2%	1.8%	1.4%	16.5%	-0.4%	Feb '26
Long Muni- iShares	57.47		-0.3%	-0.1%	0.4%	1.3%	1.0%	5.9%	3.4%	1.0%	9.5%	3.3%	3.0%	14.9%	-0.9%	Feb '26

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