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S&P 500

-1.2%

BelowPeak May '26

Return

93.0%

[

21.5%

annualized]

Dec 30 2022 - May 15 2026

DJIA (Large Value)

-1.3%

BelowPeak Feb '26

Return

49.4%

[

12.6%

annualized]

Dec 30 2022 - May 15 2026

Russell 2000 (Small Cap)

-3.2%

BelowPeak May '26

Return

58.6%

[

14.6%

annualized]

Dec 30 2022 - May 15 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 15 04:40 PM EDT, next update at 04:50 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	7408.50	-1.2%	0.1%	5.5%	8.4%	10.0%	25.2%	16.4%	8.2%	79.1%	77.5%	54.5%	107.1%	-1.2%	May '26
DJIA (Large Value)	49526.17	-1.1%	-0.2%	2.2%	0.1%	5.0%	17.0%	13.0%	3.0%	48.5%	44.0%	35.4%	69.5%	-1.3%	Feb '26
Russell 2000 (Small Cap)	2793.30	-2.4%	-2.4%	2.9%	5.5%	17.0%	33.4%	11.3%	12.5%	58.6%	25.6%	22.9%	65.5%	-3.2%	May '26
NASDAQ Comp (Tech/Growth)	26225.14	-1.5%	-0.1%	9.2%	16.3%	14.5%	37.2%	20.4%	12.8%	112.1%	95.3%	65.6%	151.8%	-1.5%	May '26
Aggregate Bond	98.02	-0.6%	-1.2%	-1.3%	-2.0%	0.0%	4.5%	7.2%	-0.6%	10.5%	0.2%	-0.1%	16.7%	-2.4%	Feb '26
Corp Bond	107.86	-0.6%	-1.2%	-1.5%	-2.2%	0.1%	5.5%	7.9%	-0.6%	14.3%	-0.3%	-1.9%	24.4%	-2.3%	Feb '26
High Yield Bond	79.46	-0.5%	-0.8%	-0.7%	-0.2%	2.0%	6.2%	8.6%	0.5%	27.6%	19.8%	17.1%	37.0%	-1.0%	Apr '26
Preferred	31.23	-1.2%	-1.5%	0.0%	-0.4%	3.5%	8.4%	4.9%	2.5%	26.4%	9.1%	3.7%	27.3%	-1.5%	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	50.30	-2.7%	-2.5%	-2.1%	-5.2%	17.0%	19.0%	9.9%	11.4%	35.4%	26.4%	22.5%	57.3%	-5.8%	Feb '26
Consumer Discretionary/Cyclical	116.53	-1.8%	-3.1%	-1.4%	0.5%	1.3%	8.9%	7.4%	-2.2%	61.3%	42.1%	14.9%	72.8%	-6.2%	Jan '26
Financial Services	51.10	-0.4%	-0.3%	-2.1%	-0.6%	-1.7%	1.2%	14.9%	-6.2%	66.7%	47.1%	39.1%	79.0%	-8.9%	Jan '26
Real Estate	93.91	-1.5%	-2.8%	-0.4%	0.3%	6.9%	9.5%	3.3%	7.3%	29.4%	17.0%	-3.5%	41.6%	-3.3%	May '26
Communication Services	116.08	-0.9%	-0.7%	-1.1%	1.6%	4.9%	16.2%	23.1%	-1.1%	99.9%	58.4%	55.2%	153.1%	-3.0%	Jan '26
Energy	59.44	2.4%	6.7%	6.6%	10.1%	31.1%	43.3%	7.9%	33.8%	66.0%	167.1%	141.0%	66.9%	-5.0%	Mar '26
Industrials	171.40	-1.8%	-1.0%	0.1%	-1.3%	13.5%	22.2%	19.3%	10.8%	81.1%	76.6%	74.4%	113.3%	-3.9%	Mar '26
Technology	176.26	-1.8%	0.4%	17.3%	26.5%	22.7%	51.2%	24.6%	22.6%	136.4%	169.3%	107.5%	210.3%	-1.8%	May '26
Consumer Staples/Defensive	84.64	-0.4%	0.5%	4.4%	-4.9%	11.1%	7.2%	1.5%	9.6%	19.4%	36.1%	22.7%	37.4%	-5.4%	Feb '26
Healthcare	145.10	-1.0%	1.1%	-1.8%	-7.6%	-3.6%	13.2%	14.5%	-5.9%	15.6%	27.4%	11.5%	26.1%	-9.1%	Feb '26
Utilities	43.87	-2.3%	-1.9%	-4.7%	-5.0%	0.3%	11.4%	16.0%	3.5%	41.1%	54.8%	40.7%	58.7%	-7.4%	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	154.08	-1.6%	-0.8%	3.5%	5.6%	11.0%	26.9%	22.4%	8.9%	76.0%	69.8%	55.5%	111.3%	-1.6%	May '26
MSCI Emerging Markets	65.07	-3.4%	-4.2%	4.6%	6.5%	20.1%	44.0%	34.0%	18.9%	78.5%	38.2%	45.9%	105.5%	-4.2%	May '26
FTSE Europe	85.79	-1.9%	-2.6%	-2.5%	-2.8%	7.3%	17.8%	35.8%	3.1%	50.3%	48.7%	42.7%	109.1%	-4.8%	Feb '26
MSCI Japan	91.07	-1.1%	-1.2%	2.2%	-3.0%	12.5%	31.8%	25.9%	12.8%	64.4%	53.5%	50.3%	104.7%	-3.1%	Feb '26
MSCI India	47.99	-0.8%	-3.7%	-4.0%	-9.3%	-12.1%	-12.4%	2.7%	-11.2%	16.3%	21.7%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	56.64	-2.5%	-2.9%	-2.4%	-6.1%	-9.7%	6.1%	31.0%	-5.7%	27.6%	-19.0%	0.1%	53.2%	-14.4%	Oct '25
International Bond	47.57	-0.8%	-1.2%	-0.9%	-1.9%	-0.8%	1.3%	2.9%	-0.7%	11.0%	1.0%	0.7%	16.6%	-2.7%	Feb '26
iShares Latin America	34.45	-2.7%	-5.4%	-8.7%	-5.0%	15.6%	38.9%	52.7%	13.1%	56.4%	64.6%	96.0%	75.8%	-9.6%	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	679.44	-1.2%	0.2%	5.6%	8.7%	10.6%	26.7%	17.8%	8.7%	86.4%	90.5%	64.4%	117.8%	-1.2%	May '26
US Large Growth	124.37	-1.2%	0.7%	6.1%	11.3%	6.2%	26.2%	19.8%	5.2%	112.0%	122.8%	79.1%	158.5%	-1.2%	May '26
US Large Value	232.18	-1.3%	-0.7%	3.6%	4.2%	14.4%	24.8%	15.7%	10.8%	62.8%	59.1%	49.8%	81.8%	-1.3%	May '26

US MidCap Blend	76.53	-1.3%	-0.8%	1.4%	1.7%	8.8%	18.5%	17.0%	5.9%	76.8%	78.4%	56.1%	101.8%	-2.1%	May '26
US MidCap Growth	285.52	-1.4%	-1.1%	2.7%	4.6%	2.4%	6.9%	10.7%	2.5%	52.8%	36.3%	17.1%	72.9%	-3.9%	Oct '25
US MidCap Value	190.67	-1.2%	-0.6%	0.5%	-0.4%	10.9%	19.8%	12.1%	8.1%	54.9%	48.2%	39.6%	68.8%	-2.1%	Apr '26

US Small Blend	281.82	-1.8%	-2.2%	1.3%	2.4%	13.6%	23.0%	8.9%	9.7%	58.5%	38.1%	32.1%	71.4%	-3.1%	May '26
US Small Growth	362.25	-2.7%	-1.8%	4.1%	8.2%	16.4%	33.8%	12.9%	12.2%	63.7%	29.1%	25.8%	78.6%	-3.2%	May '26
US Small Value	205.97	-1.9%	-2.7%	2.0%	3.3%	18.9%	36.1%	12.4%	14.0%	65.2%	37.1%	33.1%	67.6%	-3.2%	May '26

Foreign Large Blend	101.72	-1.7%	-2.2%	-1.5%	-2.4%	8.7%	21.0%	31.6%	5.9%	52.1%	49.5%	45.3%	102.0%	-3.7%	Feb '26
Foreign Growth	118.19	-2.1%	-3.6%	-1.9%	-3.0%	4.7%	12.6%	20.7%	3.7%	29.9%	22.8%	14.7%	73.8%	-4.2%	Feb '26
Foreign Value	77.27	-1.4%	-1.0%	-1.3%	-1.7%	12.5%	29.6%	42.2%	8.2%	76.9%	78.7%	81.3%	132.5%	-3.3%	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	23.08		-0.11%	0.1%	1.1%	1.7%	0.8%	2.8%	3.6%	0.9%	23.9%	29.7%	26.4%	32.2%	-0.1%	May '26
Ultra Short- Janus AAA CLO	50.63		-0.02%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.2%	25.3%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.61		-0.2%	-0.2%	0.9%	1.4%	1.5%	5.1%	6.9%	0.2%	25.2%	29.2%	27.2%	33.6%	-0.2%	May '26
Interval CEF- Cliffwater	10.40	p	EOD	0.1%	0.7%	1.6%	3.2%	7.7%	8.9%	2.0%	35.9%	59.0%	50.2%	43.4%	NewNew Peak	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	57.87		-1.4%	-0.1%	3.9%	6.9%	11.6%	26.9%	17.7%	8.7%	91.6%	108.5%	102.7%	123.9%	-1.4%	May '26
Int’l Min Volatility- Franklin	41.04		-0.8%	1.2%	0.4%	1.8%	14.9%	31.5%	27.1%	11.9%	76.7%	112.3%	99.5%	114.2%	-0.9%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.50	p	EOD	-1.6%	4.4%	8.2%	16.2%	23.8%	3.0%	13.3%	96.4%	111.7%	111.5%	117.4%	-2.3%	May '26
Small Value- Avantis	117.25		-1.3%	-2.2%	1.8%	2.3%	20.9%	31.9%	7.4%	15.3%	72.9%	64.8%	56.0%	79.0%	-2.6%	May '26
Mid Value- Pacer Cash Cows	62.93		-0.2%	-0.6%	1.1%	-1.6%	8.8%	17.8%	9.0%	4.9%	46.4%	60.4%	45.0%	56.8%	-2.8%	Feb '26
Growth- S&P Momentum	143.48		-2.7%	-0.2%	13.4%	21.7%	22.4%	38.4%	26.6%	20.6%	167.9%	180.8%	134.2%	187.9%	-2.7%	May '26
Invesco S&P Quality	82.58		-0.7%	0.2%	4.0%	4.4%	13.2%	19.5%	13.2%	10.5%	80.0%	92.8%	64.3%	116.6%	-0.7%	May '26
Rotation Factor- BlackRock	66.28		-1.3%	0.8%	5.3%	9.8%	11.0%	28.7%	20.0%	9.3%	109.1%	106.4%	84.7%	150.3%	-1.3%	May '26
US Min Volatility- Fidelity	69.27		-0.4%	0.4%	2.3%	2.9%	5.6%	15.1%	11.8%	4.2%	48.5%	60.8%	41.8%	72.9%	-0.4%	May '26
Derivative Income- JPMorgan	55.89		-0.2%	-0.1%	-2.2%	-3.8%	2.6%	8.5%	8.1%	0.3%	29.4%	42.9%	29.9%	48.3%	-4.7%	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	17.35	p	EOD	1.0%	3.5%	7.9%	10.4%	13.5%	6.5%	9.7%	34.0%	41.6%	42.1%	41.6%	-0.2%	May '26
Multistrategy- AQR	14.75	p	EOD	0.3%	1.7%	3.1%	6.1%	15.8%	16.4%	5.3%	51.2%	73.2%	72.9%	54.5%	-0.1%	May '26
Long Short- AQR	20.80	p	EOD	0.1%	1.5%	0.6%	3.3%	17.0%	34.4%	-1.7%	105.6%	155.2%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.90	p	EOD	1.0%	3.9%	10.0%	12.8%	19.1%	18.3%	9.1%	77.6%	75.5%	84.4%	85.0%	-0.3%	May '26
Multi Strategy- Variant	26.08	p	EOD	0.1%	0.5%	1.8%	3.2%	6.8%	7.2%	2.1%	22.0%	46.7%	36.6%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.25		0.08%	0.0%	2.7%	5.0%	5.1%	15.2%	9.1%	4.7%	50.5%	65.0%	50.3%	66.2%	NewNew Peak	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)	396.78	-1.1%	-1.0%	17.7%	29.9%	43.7%	142.8%	66.0%	26.9%	243.4%	251.2%	175.9%	310.1%	-1.5%	May '26
Meta (Communications)	614.23	-0.7%	0.8%	-8.5%	-3.9%	1.0%	-4.3%	13.1%	-6.9%	159.2%	95.9%	82.9%	385.5%	-22.1%	Aug '25
Amazon (Cyclical)	264.14	-1.2%	-3.1%	6.3%	32.9%	12.5%	28.7%	5.2%	14.4%	137.5%	63.9%	55.0%	134.0%	-3.9%	May '26
Tesla (Cyclical)	422.24	-4.8%	-1.4%	7.7%	1.1%	4.4%	23.2%	11.4%	-6.1%	153.8%	114.8%	5.6%	94.4%	-13.8%	Dec '25
Procter & Gamble (Defensive)	141.57	-0.8%	-3.3%	-0.5%	-10.9%	-2.7%	-10.3%	-12.3%	0.2%	-1.9%	16.5%	-2.5%	25.4%	-17.9%	Dec '24
PepsiCo (Defensive)	149.12	0.3%	-3.6%	-3.7%	-9.3%	4.2%	17.9%	-1.8%	4.8%	-15.1%	18.8%	-1.4%	-1.3%	-15.9%	May '23
Coca-Cola (Defensive)	80.82	0.5%	3.1%	7.3%	3.4%	15.2%	16.1%	15.6%	16.4%	38.2%	71.4%	54.6%	62.7%	-0.2%	Feb '26
Exxon Mobil (Energy)	157.92	3.4%	9.2%	6.0%	6.4%	33.3%	49.1%	16.0%	32.1%	65.0%	210.2%	188.4%	80.5%	-7.9%	Mar '26
Chevron (Energy)	191.10	2.4%	5.2%	3.3%	5.0%	23.8%	40.4%	10.1%	26.6%	38.0%	115.0%	90.2%	39.9%	-9.5%	Mar '26
JPMorgan Chase (Financial)	297.81	-0.7%	-1.4%	-2.7%	-1.1%	-1.0%	13.5%	37.3%	-6.7%	135.8%	106.0%	106.5%	212.5%	-10.5%	Jan '26
Visa (Financial)	325.75	1.0%	2.4%	3.1%	3.7%	-1.1%	-9.6%	11.8%	-6.9%	42.9%	48.7%	51.9%	87.7%	-12.2%	Jun '25
Mastercard (Financial)	494.20	0.9%	-0.3%	-5.0%	-4.5%	-9.2%	-14.6%	9.0%	-13.2%	31.2%	39.8%	36.8%	78.1%	-17.1%	Aug '25
Bank of America (Financial)	49.77	-0.2%	-3.0%	-8.4%	-4.8%	-4.4%	14.7%	28.0%	-9.0%	94.6%	32.7%	20.0%	82.4%	-12.6%	Jan '26
UnitedHealth (Health)	393.85	-1.3%	3.7%	25.4%	35.4%	24.1%	47.6%	-33.1%	20.2%	-14.2%	4.7%	-15.5%	-15.9%	-34.7%	Nov '24
Johnson & Johnson (Health)	226.71	-1.8%	2.4%	-5.0%	-6.4%	17.1%	55.8%	47.5%	10.1%	55.4%	53.4%	49.4%	54.5%	-8.8%	Mar '26
Eli Lilly (Health)	1004.92	-0.2%	6.0%	11.0%	-3.4%	-1.8%	38.1%	40.2%	-6.3%	135.9%	436.0%	284.5%	218.5%	-9.3%	Nov '25
Union Pacific (Industrials)	270.56	0.5%	2.2%	9.1%	4.3%	22.7%	20.0%	3.9%	17.6%	45.2%	32.9%	20.5%	52.8%	-0.3%	Apr '26
Honeywell (Industrials)	213.24	-2.1%	0.1%	-8.2%	-11.2%	7.7%	4.0%	-6.4%	9.8%	23.5%	9.8%	19.7%	41.1%	-14.0%	Mar '26
Nvidia (IT)	225.32	-4.4%	4.7%	13.3%	23.3%	18.5%	67.2%	38.9%	20.8%	678.9%	1486.0%	649.5%	1861.9%	-4.4%	May '26
Broadcom (IT)	425.19	-3.3%	-1.1%	7.2%	31.0%	24.7%	84.2%	50.6%	23.1%	591.6%	964.2%	593.4%	943.6%	-3.3%	May '26
Adobe (IT)	247.60	4.5%	-2.1%	1.2%	-6.2%	-25.2%	-38.8%	-21.3%	-29.3%	-28.4%	-49.1%	-56.1%	-13.5%	-61.0%	Feb '24
Oracle (IT)	192.95	-1.4%	-1.5%	13.6%	20.9%	-12.9%	22.3%	18.1%	-0.4%	105.5%	161.7%	133.2%	215.9%	-40.8%	Sep '25
salesforce.com (IT)	173.51	3.5%	-4.6%	-2.3%	-8.3%	-28.5%	-39.9%	-20.2%	-34.3%	-13.4%	-19.1%	-31.1%	23.7%	-52.4%	Dec '24
Linde PLC (Materials)	506.11	-1.1%	2.6%	1.6%	5.6%	20.4%	12.9%	3.2%	19.1%	42.7%	79.9%	58.4%	95.1%	-1.4%	May '26
Sherwin-Williams (Materials)	300.10	-2.9%	-5.3%	-8.7%	-18.5%	-9.5%	-16.2%	-3.8%	-7.2%	36.0%	9.6%	-8.0%	53.7%	-24.1%	Nov '24
American Tower (Real Estate)	170.63	0.08%	-3.3%	-3.6%	-10.3%	-5.2%	-16.4%	-0.9%	-1.8%	-3.2%	-19.5%	-31.7%	4.5%	-25.3%	Sep '24
Prologis Inc. (Real Estate)	140.53	-1.5%	-2.5%	0.5%	1.9%	16.2%	33.1%	25.1%	11.0%	23.4%	41.3%	-3.1%	56.1%	-3.1%	Apr '26
NextEra Energy (Utilities)	93.36	-2.4%	0.3%	2.3%	0.2%	12.8%	29.0%	15.5%	17.1%	31.4%	45.3%	14.3%	41.7%	-4.6%	Apr '26
Duke Energy (Utilities)	120.95	-2.7%	-2.6%	-5.5%	-5.7%	-0.6%	8.0%	12.7%	4.1%	39.7%	41.1%	37.9%	61.4%	-9.4%	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	16.00	p	EOD	-0.2%	0.6%	0.4%	3.1%	9.1%	9.4%	2.2%	22.9%	12.9%	10.7%	32.7%	-0.2%	May '26
Moderate-60% Stock	68.13		-1.2%	-1.0%	1.6%	2.4%	6.9%	18.0%	16.4%	5.3%	47.0%	39.6%	32.3%	67.9%	-1.2%	May '26
Mod Agg-80% Stock	55.27	p	EOD	0.5%	3.9%	5.3%	11.0%	24.6%	19.6%	8.9%	63.3%	54.8%	44.7%	90.1%	NewNew Peak	May '26
Aggressive-90% Stock	33.97	p	EOD	0.7%	5.2%	7.9%	14.7%	30.3%	20.9%	12.2%	67.9%	60.0%	47.6%	97.1%	NewNew Peak	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	79102.27	-2.4%	-1.4%	5.7%	14.9%	-16.2%	-23.8%	-6.3%	-9.6%	190.9%	58.6%	70.3%	312.9%	-36.6%	Oct '25
Ethereum	2219.87	-2.7%	-3.8%	-5.9%	8.4%	-28.5%	-12.8%	-11.0%	-25.2%	22.1%	-45.6%	-41.0%	71.4%	-54.1%	Aug '25
BNB	673.10	-0.7%	3.7%	8.1%	8.7%	-26.5%	3.4%	23.1%	-22.0%	114.7%	11.6%	31.4%	148.4%	-48.6%	Oct '25
Solana	89.18	-3.2%	-3.0%	5.0%	5.8%	-35.7%	-47.2%	-34.2%	-28.4%	324.5%	108.8%	-47.6%	186.1%	-65.9%	Jan '25
Bitcoin ETF	44.82	-2.9%	-1.4%	5.3%	15.0%	-16.2%	-23.6%	-6.4%	-9.7%	-	-	-	-	-37.1%	Oct '25
Grayscale Bitcoin (hi fee)	61.44	-2.9%	-1.4%	5.3%	14.6%	-16.7%	-24.5%	-7.6%	-10.1%	353.4%	72.5%	98.5%	506.7%	-37.6%	Oct '25
Bloomberg Commodities	25.37	-0.7%	2.0%	6.0%	21.0%	31.4%	43.2%	14.9%	29.9%	56.6%	77.3%	64.9%	43.0%	-2.1%	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	5.13	2.3%	3.7%	4.8%	9.2%	8.0%	4.3%	1.1%	6.0%	33.5%	117.7%	154.4%	32.0%	NewNew Peak	May '26
10yr Treasury rate	4.60	3.0%	5.3%	7.3%	13.3%	10.8%	3.1%	-9.0%	10.4%	31.0%	181.0%	182.2%	17.8%	-7.9%	Oct '23
5yr Treasury rate	4.26	3.3%	6.1%	9.3%	18.0%	14.0%	4.5%	-15.0%	14.4%	22.7%	421.8%	211.9%	3.6%	-14.2%	Oct '23
13-week T-bill	3.59	0%	-0.2%	-0.7%	-0.1%	-5.3%	-15.7%	-15.7%	1.2%	-28.2%	71660.0%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	101.31	0.1%	6.2%	11.0%	61.1%	68.6%	64.4%	-19.9%	76.4%	42.5%	55.0%	33.2%	16.1%	-10.3%	Apr '26
Gold	4545.70	-2.8%	-3.7%	-5.3%	-9.5%	11.2%	41.1%	64.5%	5.1%	125.3%	147.3%	152.6%	172.1%	-14.5%	Jan '26
USD/EUR	0.86	0.3%	1.4%	1.6%	2.1%	0.0%	-3.7%	-11.4%	1.0%	-6.5%	-	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	158.76	0.2%	1.4%	0.0%	3.9%	2.7%	9.0%	-0.4%	1.5%	16.7%	-	37.9%	8.2%	-1.8%	Jul '24
S&P 500 Volatility Index	18.43	6.8%	7.2%	1.4%	-10.5%	-7.1%	3.4%	-13.8%	23.3%	7.7%	-2.0%	11.0%	-45.1%	-64.8%	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		-0.1%	-0.2%	-0.2%	-0.3%	1.2%	4.3%	6.1%	0.4%	18.8%	18.1%	17.8%	23.0%	-0.6%	May '26
Interm Muni- JPMorgan	49.96		-0.5%	-0.9%	-0.5%	-1.2%	0.6%	4.6%	4.3%	0.1%	9.8%	5.6%	4.4%	15.9%	-1.7%	Feb '26
Interm Bond- Janus MSB	44.75		-0.8%	-1.4%	-1.5%	-2.1%	0.7%	6.2%	8.8%	-0.3%	12.6%	2.9%	3.2%	20.0%	-2.5%	Feb '26
Interm Bond- Vanguard	76.06		-0.7%	-1.2%	-1.4%	-2.2%	-0.3%	4.5%	8.5%	-1.0%	11.2%	1.1%	1.1%	18.8%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	-0.3%	0.2%	1.2%	2.7%	8.1%	8.2%	1.6%	31.8%	35.8%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.67		-0.4%	-0.9%	-0.9%	-1.9%	0.2%	4.6%	8.2%	-0.4%	16.6%	13.7%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	73.81		-1.0%	-1.7%	-2.1%	-3.2%	-0.5%	6.4%	7.2%	-0.9%	11.8%	-8.8%	-12.4%	23.6%	-3.9%	Oct '25
Long CA Muni- PIMCO	9.38	p	EOD	-0.4%	-0.1%	-0.8%	0.3%	4.5%	3.3%	0.2%	9.5%	1.7%	0.4%	15.4%	-1.3%	Feb '26
Long Muni- iShares	56.79		-0.4%	-0.8%	-0.6%	-1.6%	0.5%	4.8%	3.4%	-0.2%	8.1%	2.6%	1.8%	13.6%	-2.1%	Feb '26

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BelowPeak May '26

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BelowPeak Feb '26

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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