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S&P 500

Return

97.1%

[

21.7%

annualized]

Dec 30 2022 - Jun 15 2026

DJIA (Large Value)

Return

56.5%

[

13.8%

annualized]

Dec 30 2022 - Jun 15 2026

Russell 2000 (Small Cap)

Return

69.3%

[

16.4%

annualized]

Dec 30 2022 - Jun 15 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 Jun 15 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	7568.31	1.8%	2.2%	2.2%	14.1%	11.0%	26.6%	16.4%	10.6%	71.0%	78.2%	57.8%	111.6%	-0.5%	Jun '26
DJIA (Large Value)	51889.20	1.3%	2.2%	4.8%	11.4%	7.2%	23.0%	13.0%	8.0%	50.8%	51.3%	41.8%	77.6%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2981.62	1.3%	4.4%	6.7%	20.2%	17.8%	41.9%	11.3%	20.1%	57.8%	28.5%	31.2%	76.7%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	26636.80	2.9%	2.7%	1.6%	20.5%	15.5%	37.3%	20.4%	14.6%	93.3%	89.3%	68.2%	155.7%	-1.7%	Jun '26
Aggregate Bond	98.88	0.12%	0.7%	0.9%	0.3%	0.6%	4.6%	7.2%	0.3%	12.0%	0.3%	0.8%	17.7%	-1.5%	Feb '26
Corp Bond	109.12	0.10%	1.0%	1.2%	1.7%	0.8%	5.5%	7.9%	0.5%	15.1%	-1.1%	-0.7%	25.9%	-1.2%	Feb '26
High Yield Bond	80.13	0.2%	0.7%	0.8%	2.2%	1.9%	6.5%	8.6%	1.4%	26.8%	20.0%	18.0%	38.2%	-0.2%	May '26
Preferred	31.27	0.6%	1.0%	0.1%	2.9%	2.6%	9.0%	4.9%	2.6%	22.1%	6.9%	3.9%	27.5%	-1.4%	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	52.80	1.2%	5.7%	5.0%	7.8%	18.1%	23.2%	9.9%	16.9%	37.3%	37.4%	28.6%	65.1%	-1.1%	Feb '26
Consumer Discretionary/Cyclical	118.73	1.8%	2.9%	1.9%	7.3%	-2.1%	13.0%	7.4%	-0.4%	46.0%	43.5%	17.0%	76.1%	-4.5%	Jan '26
Financial Services	53.84	0.9%	3.6%	5.4%	10.7%	-1.2%	9.4%	14.9%	-1.2%	67.9%	57.7%	46.6%	88.6%	-4.0%	Jan '26
Real Estate	98.38	-0.1%	3.0%	4.8%	7.9%	11.8%	13.9%	3.3%	12.4%	32.2%	14.0%	1.1%	48.3%	-0.1%	Jun '26
Communication Services	112.18	0.5%	1.0%	-3.4%	-1.7%	-3.1%	10.7%	23.1%	-4.4%	77.5%	47.7%	50.0%	144.6%	-6.3%	Jan '26
Energy	55.81	-3.0%	-4.3%	-6.1%	-2.6%	25.4%	30.8%	7.9%	25.6%	51.9%	138.7%	126.3%	56.7%	-10.8%	Mar '26
Industrials	179.40	1.8%	3.3%	4.7%	9.3%	15.0%	27.4%	19.3%	16.0%	77.6%	87.0%	82.6%	123.2%	NewNew Peak	Jun '26
Technology	191.61	3.7%	4.0%	8.7%	40.2%	35.0%	61.1%	24.6%	33.3%	124.0%	179.3%	125.6%	237.4%	-3.3%	Jun '26
Consumer Staples/Defensive	85.59	-0.3%	3.0%	1.1%	1.6%	8.9%	8.6%	1.5%	10.8%	24.5%	38.0%	24.1%	38.9%	-4.4%	Feb '26
Healthcare	153.27	-0.4%	0.4%	5.6%	2.7%	-1.0%	14.6%	14.5%	-0.6%	21.8%	33.2%	17.8%	33.2%	-3.9%	Feb '26
Utilities	44.87	0.8%	3.1%	2.3%	-3.8%	5.3%	13.3%	16.0%	5.8%	46.9%	57.1%	43.9%	62.3%	-5.3%	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	158.32	1.2%	2.2%	2.7%	13.5%	12.6%	28.3%	22.4%	11.9%	71.5%	69.6%	59.8%	117.1%	-1.0%	Jun '26
MSCI Emerging Markets	69.76	2.8%	6.1%	7.2%	22.8%	30.9%	51.7%	34.0%	27.5%	81.8%	41.9%	56.4%	120.3%	-1.5%	Jun '26
FTSE Europe	90.11	0.5%	3.0%	5.0%	10.2%	9.8%	20.4%	35.8%	8.3%	57.1%	50.8%	49.9%	119.7%	NewNew Peak	Jun '26
MSCI Japan	94.14	1.5%	2.4%	3.4%	12.9%	15.1%	33.8%	25.9%	16.6%	60.4%	52.5%	55.4%	111.6%	NewNew Peak	Jun '26
MSCI India	49.35	2.1%	4.5%	2.8%	2.7%	-7.1%	-8.7%	2.7%	-8.7%	15.6%	17.8%	6.9%	22.9%	-16.0%	Sep '24
MSCI China	54.97	0.3%	1.9%	-2.9%	-4.9%	-8.6%	2.6%	31.0%	-8.5%	23.4%	-23.6%	-2.9%	48.7%	-16.9%	Oct '25
International Bond	48.31	0.09%	0.7%	1.5%	1.1%	1.0%	2.1%	2.9%	0.9%	13.3%	1.8%	2.3%	18.4%	-1.2%	Feb '26
iShares Latin America	34.53	-0.9%	5.3%	0.2%	4.2%	12.1%	39.9%	52.7%	13.4%	44.8%	54.5%	96.4%	76.2%	-9.4%	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	694.86	1.9%	2.2%	2.3%	14.4%	11.7%	28.1%	17.8%	11.2%	77.9%	91.2%	68.1%	122.8%	-0.5%	Jun '26
US Large Growth	124.43	2.3%	1.2%	0.1%	13.7%	6.6%	24.3%	19.8%	5.3%	91.9%	113.0%	79.2%	158.6%	-3.4%	Jun '26
US Large Value	244.48	1.0%	3.0%	5.3%	14.3%	16.3%	31.1%	15.7%	16.7%	64.3%	67.5%	57.8%	91.5%	NewNew Peak	Jun '26

US MidCap Blend	81.00	1.5%	3.2%	5.8%	12.5%	12.3%	25.5%	17.0%	12.1%	77.4%	84.0%	65.2%	113.6%	NewNew Peak	Jun '26
US MidCap Growth	305.62	2.8%	4.0%	7.0%	16.3%	8.7%	13.8%	10.7%	9.7%	53.4%	38.6%	25.4%	85.1%	NewNew Peak	Jun '26
US MidCap Value	200.07	0.5%	2.6%	4.9%	9.8%	12.2%	26.4%	12.1%	13.4%	55.8%	55.2%	46.5%	77.2%	NewNew Peak	Jun '26

US Small Blend	299.52	1.1%	3.5%	6.3%	15.4%	15.5%	32.2%	8.9%	16.6%	58.0%	42.8%	40.4%	82.2%	NewNew Peak	Jun '26
US Small Growth	386.91	1.7%	4.7%	6.8%	22.8%	17.9%	41.4%	12.9%	19.8%	63.1%	31.0%	34.3%	90.7%	NewNew Peak	Jun '26
US Small Value	218.29	-0.02%	3.3%	6.0%	17.3%	17.9%	44.8%	12.4%	20.8%	62.4%	40.3%	41.0%	77.6%	NewNew Peak	Jun '26

Foreign Large Blend	104.31	-0.7%	1.4%	2.5%	8.3%	9.4%	21.1%	31.6%	8.6%	53.4%	48.1%	49.0%	107.1%	-1.3%	Feb '26
Foreign Growth	124.18	0.5%	2.4%	5.1%	10.4%	9.5%	15.4%	20.7%	9.0%	34.4%	22.7%	20.5%	82.6%	NewNew Peak	Jun '26
Foreign Value	77.24	-2.2%	0.1%	0.0%	6.3%	9.1%	26.4%	42.2%	8.2%	73.8%	75.2%	81.2%	132.4%	-3.4%	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%	-0.1%	-0.9%	1.0%	-0.4%	1.5%	3.6%	-0.1%	21.0%	27.4%	25.2%	31.0%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.62		0.03%	0.1%	0.0%	1.3%	2.1%	4.6%	5.2%	1.6%	20.8%	26.1%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.48		0.2%	0.1%	-0.7%	1.2%	-0.1%	4.2%	6.9%	-0.4%	22.7%	27.7%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.44	p	EOD	0.1%	0.3%	1.7%	2.8%	7.3%	8.9%	2.4%	34.5%	58.2%	50.8%	44.0%	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	59.50		2.2%	3.0%	2.8%	14.9%	13.0%	28.7%	17.7%	11.8%	83.7%	113.0%	108.4%	130.2%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	40.88		-0.5%	1.6%	-0.4%	2.8%	12.1%	29.4%	27.1%	11.5%	76.6%	107.1%	98.8%	113.4%	-1.8%	May '26
MidCap 30 - Hennessy (hi fee)	28.94	p	EOD	4.3%	7.4%	22.5%	17.4%	30.5%	3.0%	19.2%	89.9%	122.6%	122.6%	128.8%	-0.1%	Jun '26
Small Value- Avantis	123.90		-0.4%	2.5%	5.7%	16.6%	18.7%	41.1%	7.4%	21.8%	68.2%	72.9%	64.8%	89.2%	-0.4%	Jun '26
Mid Value- Pacer Cash Cows	64.16		0.2%	0.7%	2.0%	3.1%	5.9%	19.2%	9.0%	7.0%	43.8%	63.9%	47.8%	59.9%	-2.0%	Jun '26
Growth- S&P Momentum	157.71		3.4%	6.6%	9.9%	36.1%	33.6%	49.9%	26.6%	32.5%	192.4%	196.9%	157.5%	216.4%	NewNew Peak	Jun '26
Invesco S&P Quality	88.82		1.7%	4.0%	7.6%	17.4%	17.8%	28.7%	13.2%	18.8%	83.7%	100.6%	76.7%	132.9%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	68.00		2.0%	2.6%	2.6%	15.1%	12.7%	31.3%	20.0%	12.1%	95.8%	107.9%	89.5%	156.8%	-0.1%	Jun '26
US Min Volatility- Fidelity	69.78		0.7%	1.1%	0.7%	6.3%	4.9%	14.8%	11.8%	5.0%	46.3%	59.8%	42.8%	74.2%	-0.9%	May '26
Derivative Income- JPMorgan	56.49		0.8%	2.1%	1.1%	0.5%	1.2%	8.5%	8.1%	1.4%	29.7%	43.2%	31.3%	49.9%	-3.6%	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	17.32	p	EOD	-0.1%	-0.7%	5.7%	10.0%	12.7%	6.5%	9.6%	30.7%	41.8%	41.9%	41.4%	-0.7%	May '26
Multistrategy- AQR	14.71	p	EOD	-0.6%	-0.2%	2.7%	5.8%	13.7%	16.4%	5.0%	47.7%	74.4%	72.5%	54.1%	-1.4%	Jun '26
Long Short- AQR	20.98	p	EOD	0.0%	0.8%	2.8%	0.2%	15.3%	34.4%	-0.9%	99.7%	174.9%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	16.29	p	EOD	-0.4%	2.4%	9.8%	13.0%	21.8%	18.3%	11.7%	78.2%	82.8%	88.9%	89.5%	-1.3%	Jun '26
Multi Strategy- Variant	25.97	p	EOD	0.0%	0.3%	1.5%	2.8%	6.9%	7.2%	2.5%	21.5%	45.0%	37.1%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.72		0.9%	1.5%	0.6%	7.6%	5.6%	16.0%	9.1%	5.4%	48.6%	62.0%	51.3%	67.3%	-0.2%	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)	370.96	3.1%	2.1%	-6.5%	22.7%	20.4%	112.9%	66.0%	18.6%	199.0%	208.0%	158.0%	283.4%	-7.9%	May '26
Meta (Communications)	596.55	5.2%	1.9%	-2.9%	-2.7%	-7.8%	-12.4%	13.1%	-9.5%	113.3%	78.5%	77.6%	371.6%	-24.3%	Aug '25
Amazon (Cyclical)	246.00	3.1%	0.3%	-6.9%	18.5%	10.5%	16.0%	5.2%	6.6%	93.5%	45.4%	44.4%	117.9%	-10.5%	May '26
Tesla (Cyclical)	408.58	0.5%	-0.1%	-3.2%	4.4%	-14.0%	25.6%	11.4%	-9.1%	59.7%	104.5%	2.2%	88.1%	-16.6%	Dec '25
Procter & Gamble (Defensive)	150.83	0.8%	3.9%	6.5%	0.9%	5.5%	-3.2%	-12.3%	6.8%	9.8%	27.2%	3.9%	33.6%	-12.6%	Dec '24
PepsiCo (Defensive)	145.57	0.9%	3.5%	-2.4%	-9.0%	-2.9%	14.5%	-1.8%	2.3%	-13.9%	13.6%	-3.7%	-3.7%	-17.9%	May '23
Coca-Cola (Defensive)	80.49	-2.6%	1.2%	-0.4%	4.1%	14.2%	15.8%	15.6%	15.9%	42.7%	67.3%	54.0%	62.0%	-3.7%	Jun '26
Exxon Mobil (Energy)	141.53	-3.7%	-6.7%	-10.4%	-8.7%	21.8%	30.3%	16.0%	19.2%	47.8%	164.4%	160.2%	62.9%	-16.9%	Mar '26
Chevron (Energy)	180.57	-3.6%	-4.6%	-4.6%	-8.3%	21.7%	27.8%	10.1%	19.6%	28.3%	99.2%	79.7%	32.2%	-14.5%	Mar '26
JPMorgan Chase (Financial)	321.36	0.2%	3.3%	7.9%	14.0%	1.4%	23.6%	37.3%	0.7%	140.5%	135.0%	122.9%	237.2%	-3.5%	Jan '26
Visa (Financial)	325.83	1.1%	1.9%	0.0%	6.3%	-5.7%	-6.9%	11.8%	-6.7%	47.4%	45.2%	52.3%	88.2%	-12.0%	Jun '25
Mastercard (Financial)	491.15	0.2%	1.1%	-0.6%	-1.2%	-13.4%	-12.1%	9.0%	-13.7%	31.9%	37.4%	36.0%	77.0%	-17.6%	Aug '25
Bank of America (Financial)	56.17	0.3%	4.7%	12.9%	20.2%	2.1%	29.5%	28.0%	2.7%	105.1%	52.6%	35.4%	105.9%	-1.3%	Jan '26
UnitedHealth (Health)	413.47	1.2%	1.7%	5.0%	46.6%	22.2%	35.6%	-33.1%	26.2%	-6.2%	12.5%	-11.2%	-11.7%	-31.5%	Nov '24
Johnson & Johnson (Health)	236.59	-1.8%	1.9%	4.4%	-2.0%	11.1%	53.5%	47.5%	14.9%	56.8%	64.6%	55.9%	61.2%	-4.8%	Mar '26
Eli Lilly (Health)	1129.20	-0.3%	-1.7%	12.4%	14.8%	6.7%	38.8%	40.2%	5.4%	154.1%	429.6%	332.8%	258.5%	-2.7%	Jun '26
Union Pacific (Industrials)	268.27	-1.6%	-0.1%	-0.8%	10.7%	12.1%	22.2%	3.9%	16.6%	38.6%	34.1%	19.4%	51.5%	-3.5%	May '26
Honeywell (Industrials)	229.81	4.3%	8.5%	7.8%	-1.5%	17.6%	11.1%	-6.4%	19.0%	27.7%	21.6%	29.7%	52.8%	-6.8%	Mar '26
Nvidia (IT)	212.12	3.4%	1.7%	-5.9%	17.7%	20.3%	49.4%	38.9%	13.7%	397.7%	1095.2%	605.6%	1746.9%	-10.0%	May '26
Broadcom (IT)	392.32	2.7%	-1.1%	-7.7%	22.0%	15.9%	59.0%	50.6%	13.6%	362.1%	821.2%	539.8%	863.0%	-18.5%	Jun '26
Adobe (IT)	207.74	1.8%	-15.2%	-16.1%	-16.7%	-40.8%	-47.0%	-21.3%	-40.6%	-57.7%	-62.1%	-63.2%	-27.4%	-67.3%	Feb '24
Oracle (IT)	193.70	5.2%	-8.6%	0.4%	25.3%	5.4%	-9.1%	18.1%	0.0%	58.6%	153.9%	134.1%	217.1%	-40.5%	Sep '25
salesforce.com (IT)	166.71	0.5%	-8.4%	-3.9%	-13.3%	-34.2%	-35.0%	-20.2%	-36.9%	-20.2%	-30.3%	-33.8%	18.9%	-54.2%	Dec '24
Linde PLC (Materials)	523.86	0.06%	4.4%	3.5%	6.1%	26.1%	13.6%	3.2%	23.3%	44.2%	92.1%	63.9%	102.0%	NewNew Peak	Jun '26
Sherwin-Williams (Materials)	323.28	1.9%	7.9%	7.7%	1.1%	-1.4%	-3.1%	-3.8%	0.0%	32.7%	24.2%	-0.9%	65.6%	-18.2%	Nov '24
American Tower (Real Estate)	184.97	-1.2%	-1.3%	8.4%	1.3%	4.6%	-11.4%	-0.9%	6.4%	4.8%	-20.4%	-25.9%	13.3%	-19.1%	Sep '24
Prologis Inc. (Real Estate)	149.30	0.4%	4.6%	6.2%	14.2%	16.1%	44.0%	25.1%	17.9%	34.0%	39.0%	2.9%	65.9%	NewNew Peak	Jun '26
NextEra Energy (Utilities)	86.29	0.3%	2.7%	-7.6%	-7.0%	6.4%	17.9%	15.5%	8.2%	25.9%	33.0%	5.6%	31.0%	-11.8%	Apr '26
Duke Energy (Utilities)	125.71	0.6%	3.0%	3.9%	-4.8%	9.5%	11.3%	12.7%	9.1%	53.9%	47.7%	44.6%	69.2%	-5.0%	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	16.07	p	EOD	0.8%	1.3%	3.0%	3.1%	8.7%	9.4%	2.7%	22.7%	12.0%	11.2%	33.3%	-0.4%	Jun '26
Moderate-60% Stock	69.86		1.1%	2.0%	2.5%	8.7%	8.5%	19.5%	16.4%	8.0%	46.9%	40.4%	35.6%	72.2%	NewNew Peak	Jun '26
Mod Agg-80% Stock	55.39	p	EOD	1.2%	1.7%	9.9%	9.9%	23.0%	19.6%	9.2%	57.1%	51.2%	45.0%	90.5%	-1.5%	Jun '26
Aggressive-90% Stock	34.02	p	EOD	1.6%	2.0%	13.0%	13.6%	28.5%	20.9%	12.4%	61.9%	55.9%	47.8%	97.3%	-1.5%	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	67088.12	2.1%	6.3%	-15.1%	-5.5%	-22.4%	-36.8%	-6.3%	-23.3%	162.3%	66.0%	44.4%	250.2%	-46.2%	Oct '25
Ethereum	1840.39	6.7%	8.9%	-17.2%	-12.1%	-37.9%	-28.7%	-11.0%	-38.0%	10.5%	-29.5%	-51.1%	42.1%	-61.9%	Aug '25
BNB	627.67	1.9%	4.3%	-6.6%	-4.3%	-26.9%	-4.2%	23.1%	-27.3%	165.6%	68.0%	22.6%	131.6%	-52.1%	Oct '25
Solana	75.65	6.3%	13.3%	-15.2%	-14.2%	-40.8%	-49.1%	-34.2%	-39.2%	412.6%	83.8%	-55.6%	142.7%	-71.1%	Jan '25
Bitcoin ETF	38.01	5.5%	5.9%	-15.2%	-5.9%	-21.9%	-36.4%	-6.4%	-23.5%	-	-	-	-	-46.7%	Oct '25
Grayscale Bitcoin (hi fee)	52.03	5.4%	5.8%	-15.3%	-6.2%	-22.4%	-37.2%	-7.6%	-23.9%	329.8%	73.3%	68.1%	413.8%	-47.1%	Oct '25
Bloomberg Commodities	23.19	-0.8%	-3.1%	-8.6%	-3.7%	19.8%	26.0%	14.9%	18.8%	40.9%	60.3%	50.8%	30.8%	-10.5%	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	-0.2%	-1.2%	-3.2%	1.2%	2.4%	1.0%	1.1%	2.6%	29.0%	125.8%	146.3%	27.8%	-4.2%	May '26
10yr Treasury rate	4.46	-0.6%	-2.0%	-2.9%	4.1%	6.7%	0.8%	-9.0%	7.2%	19.7%	197.6%	174.0%	14.3%	-10.6%	Oct '23
5yr Treasury rate	4.18	-0.9%	-2.5%	-1.9%	7.8%	11.9%	3.8%	-15.0%	12.2%	6.4%	432.0%	205.9%	1.6%	-15.8%	Oct '23
13-week T-bill	3.62	0.06%	-0.2%	0.9%	0.5%	2.3%	-14.6%	-15.7%	2.1%	-28.4%	18000.0%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	80.30	-5.4%	-12.0%	-23.8%	-18.7%	41.3%	10.0%	-19.9%	39.8%	13.7%	11.3%	5.5%	-8.0%	-28.9%	Apr '26
Gold	4360.30	3.4%	0.6%	-4.3%	-13.7%	1.2%	27.1%	64.5%	0.8%	122.7%	135.1%	142.3%	161.0%	-18.0%	Jan '26
USD/EUR	0.86	-0.3%	-0.7%	0.2%	-0.7%	1.1%	-	-11.4%	1.2%	-5.7%	4.5%	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	160.23	0.03%	0.0%	0.9%	0.6%	2.8%	-	-0.4%	2.4%	14.2%	45.6%	39.2%	9.2%	-0.9%	Jul '24
S&P 500 Volatility Index	16.12	-8.8%	-14.8%	-12.5%	-40.7%	-2.3%	-22.6%	-13.8%	7.8%	11.2%	-5.3%	-2.9%	-52.0%	-69.2%	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	50.56		0.05%	0.0%	0.2%	0.6%	1.3%	4.4%	6.1%	1.0%	19.2%	18.3%	18.4%	23.7%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.40		0.2%	0.0%	0.9%	0.4%	1.3%	5.4%	4.3%	1.0%	11.2%	5.4%	5.3%	17.0%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.19		0.02%	1.0%	1.0%	0.3%	1.2%	6.6%	8.8%	0.6%	14.4%	4.0%	4.2%	21.2%	-1.5%	Feb '26
Interm Bond- Vanguard	76.58		0.1%	0.8%	0.7%	0.0%	0.0%	4.4%	8.5%	-0.3%	13.3%	0.8%	1.8%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.1%	0.7%	2.7%	2.6%	7.8%	8.2%	2.2%	31.7%	34.7%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	48.36		0.3%	1.2%	1.4%	2.1%	1.4%	5.2%	8.2%	1.0%	18.7%	14.5%	14.9%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	75.29		0.11%	1.3%	2.0%	3.0%	1.3%	6.5%	7.2%	1.0%	12.3%	-9.8%	-10.7%	26.1%	-2.0%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.0%	1.0%	0.7%	1.1%	5.4%	3.3%	0.7%	10.1%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.38		0.11%	0.1%	1.0%	0.4%	1.3%	6.4%	3.4%	0.8%	9.4%	2.9%	2.8%	14.8%	-1.0%	Feb '26

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