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S&P 500

-2.0%

BelowPeak May '26

Return

91.5%

[

21.1%

annualized]

Dec 30 2022 - May 19 2026

DJIA (Large Value)

-1.6%

BelowPeak Feb '26

Return

48.9%

[

12.5%

annualized]

Dec 30 2022 - May 19 2026

Russell 2000 (Small Cap)

-4.8%

BelowPeak May '26

Return

56.0%

[

14.0%

annualized]

Dec 30 2022 - May 19 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 19 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	7353.61	-0.7%	-1.2%	3.4%	6.4%	12.5%	23.8%	16.4%	7.4%	75.4%	76.8%	53.3%	105.6%	-2.0%	May '26
DJIA (Large Value)	49363.88	-0.6%	-0.7%	-0.2%	-0.5%	7.9%	15.7%	13.0%	2.7%	47.7%	44.8%	34.9%	69.0%	-1.6%	Feb '26
Russell 2000 (Small Cap)	2747.07	-1.0%	-3.4%	-1.6%	3.1%	19.2%	30.5%	11.3%	10.7%	54.9%	24.4%	20.9%	62.8%	-4.8%	May '26
NASDAQ Comp (Tech/Growth)	25870.71	-0.8%	-2.0%	6.0%	13.0%	17.2%	35.1%	20.4%	11.3%	104.4%	91.1%	63.4%	148.3%	-2.9%	May '26
Aggregate Bond	97.63	-0.4%	-1.1%	-1.9%	-2.3%	-0.6%	4.2%	7.2%	-1.0%	11.3%	-0.2%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	107.12	-0.5%	-1.4%	-2.3%	-2.9%	-0.8%	4.9%	7.9%	-1.3%	14.7%	-1.1%	-2.5%	23.6%	-3.0%	Feb '26
High Yield Bond	79.35	-0.2%	-0.7%	-1.0%	-0.6%	2.0%	6.0%	8.6%	0.4%	27.7%	20.0%	16.9%	36.8%	-1.1%	Apr '26
Preferred	30.97	-0.6%	-1.9%	-1.1%	-1.3%	4.6%	7.5%	4.9%	1.6%	24.1%	7.7%	2.9%	26.3%	-2.4%	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	49.04	-2.3%	-5.8%	-6.1%	-7.0%	17.2%	14.8%	9.9%	8.6%	32.3%	25.4%	19.5%	53.4%	-8.1%	Feb '26
Consumer Discretionary/Cyclical	115.03	-1.1%	-3.1%	-4.0%	-1.9%	4.4%	7.3%	7.4%	-3.5%	55.5%	41.4%	13.4%	70.6%	-7.4%	Jan '26
Financial Services	51.10	-1.2%	0.2%	-2.9%	-2.1%	0.8%	1.1%	14.9%	-6.2%	64.5%	49.8%	39.1%	79.0%	-8.9%	Jan '26
Real Estate	95.28	0.3%	-0.6%	-1.8%	1.5%	10.2%	10.3%	3.3%	8.8%	33.8%	17.6%	-2.1%	43.6%	-1.9%	May '26
Communication Services	115.85	-1.0%	-0.8%	-2.4%	-0.5%	6.0%	15.4%	23.1%	-1.3%	94.9%	58.0%	54.9%	152.6%	-3.2%	Jan '26
Energy	61.29	1.2%	6.4%	11.3%	12.4%	40.0%	51.4%	7.9%	38.0%	69.7%	183.0%	148.5%	72.1%	-2.0%	Mar '26
Industrials	168.74	-1.2%	-2.8%	-3.0%	-4.5%	14.9%	19.0%	19.3%	9.1%	76.8%	77.5%	71.7%	110.0%	-5.4%	Mar '26
Technology	173.24	-0.6%	-2.0%	12.1%	23.1%	27.7%	49.1%	24.6%	20.5%	124.6%	162.8%	103.9%	205.0%	-3.5%	May '26
Consumer Staples/Defensive	86.09	0.2%	1.6%	4.5%	-1.5%	13.3%	7.1%	1.5%	11.5%	23.0%	38.2%	24.8%	39.7%	-3.8%	Feb '26
Healthcare	147.32	1.1%	0.4%	-0.1%	-5.7%	-1.9%	11.3%	14.5%	-4.4%	17.9%	28.4%	13.2%	28.0%	-7.7%	Feb '26
Utilities	44.34	0.9%	-0.7%	-3.1%	-3.6%	2.2%	10.2%	16.0%	4.6%	47.0%	56.7%	42.2%	60.4%	-6.5%	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	153.15	-0.8%	-1.8%	1.8%	3.7%	14.0%	25.3%	22.4%	8.2%	73.8%	68.4%	54.5%	110.0%	-2.2%	May '26
MSCI Emerging Markets	64.26	-1.1%	-4.4%	1.7%	3.1%	22.7%	42.1%	34.0%	17.5%	77.6%	34.4%	44.1%	102.9%	-5.4%	May '26
FTSE Europe	86.41	-0.8%	-1.4%	-2.7%	-3.6%	12.5%	16.1%	35.8%	3.8%	51.6%	49.0%	43.7%	110.6%	-4.1%	Feb '26
MSCI Japan	90.29	-0.7%	-3.0%	1.1%	-1.3%	17.9%	29.4%	25.9%	11.8%	61.9%	50.9%	49.0%	103.0%	-3.9%	Feb '26
MSCI India	47.27	-1.2%	-1.5%	-6.5%	-11.5%	-13.6%	-12.6%	2.7%	-12.5%	16.7%	17.7%	2.4%	17.7%	-19.6%	Sep '24
MSCI China	56.58	0.4%	-5.4%	-4.6%	-7.3%	-5.9%	4.8%	31.0%	-5.8%	32.4%	-21.4%	0.0%	53.0%	-14.5%	Oct '25
International Bond	47.59	-0.2%	-0.6%	-1.2%	-2.2%	-0.8%	1.4%	2.9%	-0.6%	11.8%	1.1%	0.8%	16.7%	-2.6%	Feb '26
iShares Latin America	34.36	-1.3%	-2.6%	-9.2%	-7.3%	19.0%	38.3%	52.7%	12.8%	58.8%	65.4%	95.4%	75.3%	-9.8%	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	674.59	-0.6%	-1.1%	3.5%	6.7%	13.1%	25.3%	17.8%	7.9%	82.6%	89.7%	63.2%	116.3%	-1.9%	May '26
US Large Growth	123.07	-0.8%	-1.0%	3.7%	8.6%	8.7%	24.8%	19.8%	4.1%	105.3%	119.1%	77.2%	155.8%	-2.2%	May '26
US Large Value	231.72	-0.4%	-1.3%	1.9%	3.3%	16.9%	23.5%	15.7%	10.6%	61.8%	60.5%	49.5%	81.5%	-1.5%	May '26

US MidCap Blend	76.20	-0.5%	-1.1%	-1.2%	0.5%	11.8%	17.0%	17.0%	5.4%	75.7%	77.7%	55.4%	101.0%	-2.6%	May '26
US MidCap Growth	281.64	-0.9%	-2.0%	-1.4%	2.2%	4.8%	4.8%	10.7%	1.1%	49.8%	33.0%	15.6%	70.6%	-5.2%	Oct '25
US MidCap Value	191.17	-0.3%	-0.4%	-1.0%	-0.6%	14.4%	19.2%	12.1%	8.4%	55.6%	50.1%	40.0%	69.3%	-1.8%	Apr '26

US Small Blend	279.00	-0.9%	-2.3%	-2.5%	0.3%	16.5%	21.2%	8.9%	8.6%	56.3%	38.1%	30.8%	69.7%	-4.1%	May '26
US Small Growth	353.23	-1.2%	-4.3%	-1.5%	4.8%	17.8%	29.2%	12.9%	9.4%	58.6%	25.6%	22.6%	74.1%	-5.6%	May '26
US Small Value	204.23	-0.9%	-2.4%	-1.6%	1.9%	22.0%	34.9%	12.4%	13.0%	62.4%	38.2%	31.9%	66.2%	-4.0%	May '26

Foreign Large Blend	101.92	-0.7%	-1.8%	-1.9%	-2.8%	13.7%	19.3%	31.6%	6.1%	52.5%	49.1%	45.6%	102.4%	-3.5%	Feb '26
Foreign Growth	118.01	-0.9%	-2.8%	-3.0%	-3.9%	9.6%	10.6%	20.7%	3.6%	29.2%	21.1%	14.5%	73.5%	-4.4%	Feb '26
Foreign Value	77.68	-0.7%	-1.1%	-0.8%	-1.8%	18.0%	27.9%	42.2%	8.8%	78.8%	80.1%	82.2%	133.7%	-2.8%	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	23.07	0.02%	-0.2%	0.3%	1.7%	1.3%	2.6%	3.6%	0.8%	24.5%	29.3%	26.3%	32.1%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.64	-0.02%	0.0%	0.5%	0.9%	2.4%	5.3%	5.2%	1.7%	21.7%	26.2%	25.4%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.50	-0.10%	-0.7%	-0.3%	0.9%	1.2%	4.6%	6.9%	-0.3%	24.7%	28.3%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.40	-0.10%	0.0%	0.5%	1.4%	3.1%	7.6%	8.9%	2.0%	35.7%	58.6%	50.2%	43.4%	-0.1%	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	57.44	-0.6%	-1.3%	2.0%	4.8%	14.1%	25.1%	17.7%	7.9%	87.4%	109.6%	101.2%	122.2%	-2.2%	May '26
Int’l Min Volatility- Franklin	41.32	-0.02%	0.3%	1.3%	1.3%	17.9%	31.0%	27.1%	12.7%	79.6%	114.1%	100.9%	115.7%	-0.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.57	-0.9%	-2.9%	-2.7%	2.5%	18.8%	19.6%	3.0%	9.5%	88.3%	110.6%	104.4%	110.1%	-5.6%	May '26
Small Value- Avantis	117.18	-1.0%	-0.5%	-0.9%	1.7%	25.5%	32.2%	7.4%	15.2%	70.8%	68.3%	55.9%	78.9%	-2.7%	May '26
Mid Value- Pacer Cash Cows	63.31	-0.4%	0.6%	0.2%	-1.2%	12.8%	18.2%	9.0%	5.5%	46.3%	63.2%	45.9%	57.8%	-2.2%	Feb '26
Growth- S&P Momentum	140.63	-0.6%	-3.9%	10.2%	17.6%	23.6%	35.2%	26.6%	18.2%	162.8%	174.2%	129.6%	182.2%	-4.7%	May '26
Invesco S&P Quality	82.07	-0.7%	-0.4%	2.0%	2.5%	15.3%	17.7%	13.2%	9.8%	77.1%	90.8%	63.3%	115.2%	-1.3%	May '26
Rotation Factor- BlackRock	65.64	-0.7%	-1.2%	3.3%	7.1%	13.3%	27.1%	20.0%	8.2%	102.1%	104.6%	82.9%	147.9%	-2.3%	May '26
US Min Volatility- Fidelity	69.49	-0.5%	0.5%	1.4%	2.4%	7.7%	14.6%	11.8%	4.6%	48.4%	62.3%	42.2%	73.5%	-0.5%	May '26
Derivative Income- JPMorgan	56.08	-0.09%	0.3%	-2.1%	-3.7%	4.6%	8.2%	8.1%	0.7%	29.4%	43.9%	30.4%	48.8%	-4.3%	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	17.43	-0.06%	0.3%	4.3%	9.4%	11.2%	14.1%	6.5%	10.2%	34.6%	42.7%	42.8%	42.3%	-0.1%	May '26
Multistrategy- AQR	14.73	-0.3%	-0.3%	2.2%	1.5%	7.0%	14.9%	16.4%	5.1%	50.6%	74.0%	72.7%	54.3%	-0.3%	May '26
Long Short- AQR	20.86	0%	0.3%	3.7%	-0.4%	4.5%	16.0%	34.4%	-1.4%	104.2%	159.6%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	15.95	-0.3%	0.1%	4.2%	8.9%	13.3%	18.9%	18.3%	9.4%	77.1%	78.5%	84.9%	85.6%	-0.3%	May '26
Multi Strategy- Variant	26.09	0%	0.1%	0.5%	1.7%	3.0%	6.9%	7.2%	2.2%	21.9%	46.7%	36.7%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.03	-0.4%	-0.3%	2.0%	4.1%	7.0%	14.0%	9.1%	4.4%	49.5%	63.5%	49.9%	65.7%	-0.4%	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)	387.66	-2.3%	-3.7%	14.9%	23.2%	34.1%	137.2%	66.0%	23.9%	218.4%	238.9%	169.6%	300.6%	-3.7%	May '26
Meta (Communications)	602.61	-1.4%	-2.3%	-10.2%	-8.0%	2.5%	-5.1%	13.1%	-8.6%	147.2%	90.6%	79.4%	376.3%	-23.5%	Aug '25
Amazon (Cyclical)	259.34	-2.1%	-4.0%	4.5%	23.4%	19.4%	27.1%	5.2%	12.4%	123.1%	59.7%	52.2%	129.7%	-5.7%	May '26
Tesla (Cyclical)	404.11	-1.4%	-9.2%	3.0%	-1.9%	2.2%	17.5%	11.4%	-10.1%	124.3%	106.6%	1.0%	86.0%	-17.5%	Dec '25
Procter & Gamble (Defensive)	141.30	-0.8%	-0.7%	-1.5%	-11.5%	-3.2%	-12.2%	-12.3%	0.0%	-0.3%	16.3%	-2.7%	25.2%	-18.1%	Dec '24
PepsiCo (Defensive)	150.37	0.9%	0.7%	-4.2%	-8.0%	4.9%	18.7%	-1.8%	5.7%	-13.3%	19.3%	-0.6%	-0.5%	-15.2%	May '23
Coca-Cola (Defensive)	81.92	0.9%	2.1%	8.5%	3.3%	16.6%	17.6%	15.6%	18.0%	42.6%	74.0%	56.7%	64.9%	NewNew Peak	May '26
Exxon Mobil (Energy)	162.55	1.3%	8.0%	10.8%	11.1%	40.8%	59.8%	16.0%	36.9%	69.1%	232.0%	198.9%	87.1%	-4.6%	Mar '26
Chevron (Energy)	197.25	0.6%	6.0%	7.6%	7.2%	32.5%	48.4%	10.1%	30.7%	42.9%	131.7%	96.3%	44.4%	-6.6%	Mar '26
JPMorgan Chase (Financial)	295.70	-1.7%	-1.5%	-6.7%	-4.4%	0.1%	13.5%	37.3%	-7.3%	127.5%	108.6%	105.1%	210.3%	-11.2%	Jan '26
Visa (Financial)	329.91	-0.8%	3.0%	5.3%	3.0%	2.3%	-9.4%	11.8%	-5.5%	44.7%	51.2%	54.2%	90.5%	-10.9%	Jun '25
Mastercard (Financial)	499.70	-1.2%	1.8%	-3.3%	-4.9%	-5.0%	-13.5%	9.0%	-12.2%	31.9%	39.9%	38.3%	80.0%	-16.2%	Aug '25
Bank of America (Financial)	50.70	0.02%	1.7%	-6.0%	-3.9%	0.5%	16.0%	28.0%	-7.3%	95.0%	36.7%	22.2%	85.8%	-10.9%	Jan '26
UnitedHealth (Health)	389.24	-0.5%	-3.0%	20.3%	35.3%	26.8%	24.5%	-33.1%	18.8%	-13.8%	3.8%	-16.4%	-16.9%	-35.5%	Nov '24
Johnson & Johnson (Health)	230.00	0.5%	-0.2%	-0.3%	-4.6%	14.6%	53.9%	47.5%	11.7%	58.3%	54.8%	51.5%	56.7%	-7.5%	Mar '26
Eli Lilly (Health)	1021.41	3.4%	0.7%	11.2%	1.4%	-1.8%	37.7%	40.2%	-4.6%	135.9%	436.6%	291.5%	224.3%	-7.7%	Nov '25
Union Pacific (Industrials)	271.56	-1.3%	2.6%	7.7%	2.6%	24.1%	21.7%	3.9%	18.0%	46.2%	36.9%	20.9%	53.4%	-1.3%	May '26
Honeywell (Industrials)	217.15	-0.04%	0.2%	-5.0%	-10.1%	16.6%	4.6%	-6.4%	12.5%	24.5%	15.1%	22.6%	44.4%	-12.0%	Mar '26
Nvidia (IT)	220.61	-0.8%	-2.3%	9.2%	16.2%	22.1%	64.2%	38.9%	18.3%	606.3%	1413.5%	633.9%	1820.9%	-6.4%	May '26
Broadcom (IT)	411.07	-2.3%	-1.4%	2.9%	23.8%	19.0%	78.9%	50.6%	19.0%	527.0%	898.6%	570.4%	909.0%	-6.5%	May '26
Adobe (IT)	254.99	-0.3%	8.0%	2.6%	-1.4%	-18.4%	-38.9%	-21.3%	-27.1%	-31.3%	-48.1%	-54.8%	-10.9%	-59.8%	Feb '24
Oracle (IT)	181.46	-2.8%	-4.4%	2.2%	23.0%	-13.3%	14.3%	18.1%	-6.3%	82.8%	146.6%	119.3%	197.1%	-44.3%	Sep '25
salesforce.com (IT)	179.42	-0.03%	8.2%	-3.7%	-2.9%	-20.1%	-37.2%	-20.2%	-32.1%	-13.5%	-18.6%	-28.7%	27.9%	-50.7%	Dec '24
Linde PLC (Materials)	506.07	-0.9%	-1.4%	1.6%	2.3%	24.8%	11.5%	3.2%	19.1%	41.6%	81.7%	58.3%	95.1%	-1.4%	May '26
Sherwin-Williams (Materials)	299.05	-1.2%	-2.4%	-13.0%	-16.9%	-8.6%	-16.2%	-3.8%	-7.5%	31.6%	10.4%	-8.3%	53.2%	-24.3%	Nov '24
American Tower (Real Estate)	183.00	3.2%	5.3%	0.7%	-1.3%	4.2%	-11.9%	-0.9%	5.3%	6.4%	-15.1%	-26.7%	12.1%	-19.9%	Sep '24
Prologis Inc. (Real Estate)	142.44	0.09%	0.3%	-1.8%	1.5%	17.5%	35.6%	25.1%	12.5%	27.4%	39.9%	-1.8%	58.3%	-1.8%	Apr '26
NextEra Energy (Utilities)	90.06	1.1%	-5.1%	-2.1%	-1.6%	8.3%	24.6%	15.5%	12.9%	32.0%	38.0%	10.2%	36.7%	-8.0%	Apr '26
Duke Energy (Utilities)	124.56	1.4%	1.4%	-1.7%	-0.9%	3.4%	9.9%	12.7%	8.1%	51.1%	47.7%	43.3%	67.7%	-5.9%	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	15.82	-0.4%	-1.1%	-0.9%	-1.0%	2.5%	7.8%	9.4%	1.1%	22.2%	11.6%	9.5%	31.2%	-1.4%	May '26
Moderate-60% Stock	67.83	-0.5%	-1.4%	0.3%	1.2%	8.4%	17.0%	16.4%	4.8%	46.6%	38.6%	31.7%	67.2%	-1.7%	May '26
Mod Agg-80% Stock	54.15	-0.7%	-1.7%	0.8%	2.3%	11.7%	21.4%	19.6%	6.7%	59.5%	51.3%	41.8%	86.2%	-2.0%	May '26
Aggressive-90% Stock	33.08	-0.7%	-2.2%	1.4%	3.6%	15.2%	26.1%	20.9%	9.3%	63.1%	55.6%	43.7%	91.9%	-2.6%	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	76678.66	-0.2%	-3.3%	1.1%	12.8%	-11.5%	-28.2%	-6.3%	-12.4%	185.2%	88.0%	65.0%	300.3%	-38.5%	Oct '25
Ethereum	2111.59	-0.07%	-6.5%	-8.8%	7.2%	-25.4%	-16.3%	-11.0%	-28.8%	16.5%	-24.2%	-43.9%	63.1%	-56.3%	Aug '25
BNB	639.81	0.00%	-4.7%	1.7%	2.3%	-26.1%	-1.6%	23.1%	-25.9%	107.1%	62.5%	24.9%	136.1%	-51.2%	Oct '25
Solana	84.12	-0.3%	-7.6%	-1.4%	-0.6%	-37.0%	-50.1%	-34.2%	-32.4%	313.4%	88.0%	-50.6%	169.9%	-67.9%	Jan '25
Bitcoin ETF	43.50	-0.07%	-3.6%	0.6%	13.2%	-11.2%	-28.6%	-6.4%	-12.4%	-	-	-	-	-39.0%	Oct '25
Grayscale Bitcoin (hi fee)	59.60	-0.10%	-3.6%	0.4%	12.9%	-11.8%	-29.5%	-7.6%	-12.8%	358.5%	99.6%	92.5%	488.6%	-39.4%	Oct '25
Bloomberg Commodities	25.73	0.4%	-0.1%	7.7%	19.9%	34.7%	44.1%	14.9%	31.7%	60.6%	82.9%	67.3%	45.1%	-0.7%	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	5.18	0.7%	2.7%	6.1%	9.7%	9.5%	4.3%	1.1%	7.0%	31.2%	121.2%	157.0%	33.4%	NewNew Peak	May '26
10yr Treasury rate	4.67	1.0%	4.2%	9.8%	14.2%	13.7%	4.2%	-9.0%	12.1%	26.4%	185.6%	186.7%	19.6%	-6.4%	Oct '23
5yr Treasury rate	4.33	1.2%	4.8%	12.5%	18.6%	17.9%	6.5%	-15.0%	16.3%	15.5%	431.3%	217.2%	5.3%	-12.7%	Oct '23
13-week T-bill	3.58	0.2%	-0.7%	-0.6%	-0.6%	-5.3%	-15.8%	-15.7%	0.8%	-29.7%	119066.7%	6645.3%	1.2%	-33.2%	Oct '23
Crude Oil	104.14	-3.4%	3.1%	16.2%	56.9%	76.1%	66.5%	-19.9%	81.4%	45.5%	67.8%	36.9%	19.3%	-7.8%	Apr '26
Gold	4464.80	-0.9%	-5.0%	-7.1%	-11.8%	10.1%	36.1%	64.5%	3.2%	125.6%	137.3%	148.1%	167.3%	-16.0%	Jan '26
USD/EUR	0.86	0.07%	1.0%	1.5%	1.4%	-0.6%	-2.7%	-11.4%	1.2%	-	5.3%	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	158.89	-0.08%	0.7%	0.0%	2.4%	1.2%	10.1%	-0.4%	1.6%	-	46.0%	38.0%	8.3%	-1.7%	Jul '24
S&P 500 Volatility Index	18.06	1.3%	1.1%	-4.3%	-5.4%	-31.6%	-0.2%	-13.8%	20.8%	7.4%	-12.6%	8.8%	-46.2%	-65.5%	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	50.46	-0.06%	-0.2%	0.0%	0.0%	1.5%	4.7%	6.1%	0.8%	19.4%	18.4%	18.2%	23.4%	-0.2%	May '26
Interm Muni- JPMorgan	49.85	-0.3%	-0.7%	-1.1%	-1.6%	0.2%	4.4%	4.3%	-0.1%	10.8%	5.3%	4.2%	15.7%	-1.9%	Feb '26
Interm Bond- Janus MSB	44.49	-0.5%	-1.4%	-2.2%	-2.5%	0.0%	5.9%	8.8%	-0.9%	13.4%	2.3%	2.6%	19.3%	-3.1%	Feb '26
Interm Bond- Vanguard	75.73	-0.4%	-1.2%	-2.1%	-2.6%	-1.1%	4.1%	8.5%	-1.4%	12.2%	0.6%	0.7%	18.3%	-3.2%	Feb '26
Multisector Bond- Intrepid	8.93	-0.11%	-0.2%	-0.2%	1.0%	2.6%	7.7%	8.2%	1.4%	31.8%	35.2%	30.0%	36.7%	-0.6%	May '26
Int’l Bond- JPMorgan	47.56	-0.2%	-0.7%	-1.5%	-2.3%	0.2%	4.2%	8.2%	-0.6%	17.2%	13.7%	13.0%	27.0%	-2.5%	Feb '26
Long Bond- Vanguard	73.13	-0.6%	-1.8%	-3.0%	-4.1%	-1.7%	5.6%	7.2%	-1.9%	12.2%	-9.7%	-13.2%	22.5%	-4.8%	Oct '25
Long CA Muni- PIMCO	9.30	-0.2%	-0.9%	-1.2%	-1.8%	-0.5%	3.8%	3.3%	-0.6%	9.9%	0.8%	-0.4%	14.4%	-2.2%	Feb '26
Long Muni- iShares	56.66	-0.2%	-0.6%	-1.2%	-2.0%	0.0%	4.9%	3.4%	-0.4%	9.3%	2.4%	1.5%	13.3%	-2.3%	Feb '26

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BelowPeak May '26

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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.

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performance monitoring, and client presentations.
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