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S&P 500

-0.4%

BelowPeak Jun '26

Return

97.5%

[

21.9%

annualized]

Dec 30 2022 - Jun 04 2026

DJIA (Large Value)

NewNew Peak

Return

55.7%

[

13.8%

annualized]

Dec 30 2022 - Jun 04 2026

Russell 2000 (Small Cap)

-0.3%

BelowPeak May '26

Return

66.2%

[

16.0%

annualized]

Dec 30 2022 - Jun 04 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 Jun 04 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	7582.42	0.4%	0.2%	5.3%	10.4%	10.6%	27.0%	16.4%	10.8%	77.1%	79.3%	58.1%	112.0%	-0.4%	Jun '26
DJIA (Large Value)	51621.61	1.8%	1.9%	5.5%	5.9%	7.9%	21.7%	13.0%	7.4%	52.9%	48.5%	41.1%	76.7%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2926.71	1.1%	-0.3%	4.7%	11.0%	15.6%	39.5%	11.3%	17.9%	59.9%	28.0%	28.8%	73.4%	-0.3%	May '26
NASDAQ Comp (Tech/Growth)	26815.52	-0.1%	-0.4%	7.0%	17.6%	14.1%	37.8%	20.4%	15.4%	102.5%	94.1%	69.4%	157.4%	-1.0%	Jun '26
Aggregate Bond	98.68	0.2%	-0.3%	0.1%	-1.2%	0.2%	4.4%	7.2%	0.1%	12.2%	0.4%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.86	0.2%	-0.4%	0.6%	-1.1%	0.0%	5.2%	7.9%	0.3%	15.4%	-0.4%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	79.80	0.1%	-0.5%	0.0%	0.3%	1.3%	5.9%	8.6%	1.0%	27.2%	19.9%	17.6%	37.6%	-0.6%	May '26
Preferred	31.26	0.10%	-0.8%	0.0%	0.4%	3.4%	8.6%	4.9%	2.6%	21.0%	7.3%	3.8%	27.4%	-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	51.72	0.2%	0.7%	2.1%	0.1%	18.1%	19.8%	9.9%	14.6%	39.6%	30.0%	26.0%	61.8%	-3.1%	Feb '26
Consumer Discretionary/Cyclical	117.23	0.4%	-4.0%	-0.4%	0.9%	-1.2%	10.0%	7.4%	-1.6%	53.0%	42.8%	15.6%	73.8%	-5.7%	Jan '26
Financial Services	52.26	2.7%	1.9%	1.3%	2.0%	-1.8%	4.5%	14.9%	-4.1%	67.2%	48.2%	42.3%	83.1%	-6.9%	Jan '26
Real Estate	95.31	0.9%	-1.3%	-0.2%	0.8%	8.0%	10.7%	3.3%	8.9%	31.2%	12.4%	-2.1%	43.7%	-2.0%	May '26
Communication Services	113.07	0.9%	-3.1%	-2.6%	-4.5%	-1.7%	11.9%	23.1%	-3.6%	85.0%	50.2%	51.2%	146.6%	-5.5%	Jan '26
Energy	58.97	0.4%	3.5%	-0.7%	5.6%	29.8%	48.5%	7.9%	32.7%	62.7%	154.2%	139.1%	65.6%	-5.7%	Mar '26
Industrials	175.87	1.0%	1.2%	2.9%	0.2%	14.2%	23.9%	19.3%	13.7%	82.2%	80.1%	79.0%	118.8%	-1.4%	Mar '26
Technology	193.02	-1.6%	3.3%	19.1%	38.2%	33.0%	63.9%	24.6%	34.2%	136.1%	186.4%	127.2%	239.8%	-2.6%	Jun '26
Consumer Staples/Defensive	82.48	0.4%	-2.3%	-1.3%	-4.8%	6.6%	3.1%	1.5%	6.8%	21.6%	31.5%	19.6%	33.9%	-7.8%	Feb '26
Healthcare	151.84	2.9%	0.6%	4.9%	-2.9%	-0.5%	15.9%	14.5%	-1.5%	22.5%	34.8%	16.7%	32.0%	-4.8%	Feb '26
Utilities	43.85	0.3%	-1.7%	-5.4%	-6.6%	1.8%	11.4%	16.0%	3.4%	47.6%	56.0%	40.7%	58.7%	-7.5%	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	159.02	0.2%	0.5%	5.5%	9.7%	13.0%	29.1%	22.4%	12.4%	78.3%	71.1%	60.5%	118.0%	-0.6%	Jun '26
MSCI Emerging Markets	69.04	-1.3%	0.6%	7.7%	16.9%	28.9%	52.0%	34.0%	26.2%	88.1%	38.7%	54.8%	118.0%	-2.5%	Jun '26
FTSE Europe	88.88	1.1%	-0.2%	3.9%	3.1%	9.9%	18.5%	35.8%	6.8%	59.2%	50.2%	47.8%	116.7%	-1.3%	Feb '26
MSCI Japan	93.97	0.03%	1.4%	6.6%	6.1%	16.6%	32.7%	25.9%	16.4%	65.7%	52.6%	55.1%	111.3%	NewNew Peak	Feb '26
MSCI India	48.01	1.4%	-1.4%	-1.3%	-4.5%	-10.7%	-11.0%	2.7%	-11.2%	14.6%	13.8%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	55.83	-0.3%	1.5%	-2.6%	-2.3%	-8.8%	4.2%	31.0%	-7.1%	32.8%	-24.4%	-1.4%	51.0%	-15.6%	Oct '25
International Bond	48.10	0.1%	-0.3%	0.5%	-0.9%	0.2%	1.7%	2.9%	0.4%	12.5%	1.6%	1.8%	17.9%	-1.6%	Feb '26
iShares Latin America	33.98	-0.06%	-3.2%	-5.0%	-3.4%	8.8%	40.5%	52.7%	11.6%	54.5%	51.0%	93.3%	73.4%	-10.8%	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	695.75	0.3%	0.3%	5.4%	10.8%	11.2%	28.6%	17.8%	11.3%	84.2%	92.3%	68.3%	123.0%	-0.4%	Jun '26
US Large Growth	126.63	0.00%	-0.4%	5.7%	11.9%	6.6%	26.3%	19.8%	7.1%	103.4%	122.2%	82.3%	163.2%	-1.7%	Jun '26
US Large Value	241.15	0.8%	1.3%	5.0%	8.4%	15.7%	29.7%	15.7%	15.1%	67.3%	63.6%	55.6%	88.8%	NewNew Peak	Jun '26

US MidCap Blend	80.12	0.7%	1.7%	3.9%	6.1%	11.5%	23.5%	17.0%	10.8%	82.3%	82.6%	63.4%	111.3%	NewNew Peak	Jun '26
US MidCap Growth	303.63	0.5%	2.3%	6.2%	9.8%	6.7%	12.1%	10.7%	9.0%	57.9%	40.2%	24.6%	83.9%	-0.3%	Jun '26
US MidCap Value	197.18	0.9%	1.3%	2.3%	3.3%	12.4%	24.5%	12.1%	11.8%	59.7%	51.4%	44.4%	74.6%	NewNew Peak	Jun '26

US Small Blend	295.26	0.6%	0.4%	4.2%	7.6%	14.3%	29.7%	8.9%	14.9%	61.4%	41.9%	38.4%	79.6%	NewNew Peak	Jun '26
US Small Growth	382.33	1.4%	-0.1%	5.8%	14.2%	15.1%	39.3%	12.9%	18.4%	66.7%	32.9%	32.7%	88.4%	-0.1%	May '26
US Small Value	214.64	1.2%	-0.3%	3.9%	8.6%	17.7%	43.4%	12.4%	18.8%	64.8%	38.5%	38.7%	74.7%	-0.3%	May '26

Foreign Large Blend	104.85	0.7%	0.1%	4.1%	3.4%	11.4%	21.4%	31.6%	9.2%	59.0%	50.1%	49.8%	108.2%	-0.8%	Feb '26
Foreign Growth	123.91	0.8%	0.7%	5.5%	4.3%	9.7%	14.5%	20.7%	8.8%	37.5%	24.1%	20.3%	82.2%	NewNew Peak	Jun '26
Foreign Value	78.39	0.6%	-0.3%	2.9%	2.8%	13.2%	28.4%	42.2%	9.8%	82.8%	78.1%	83.9%	135.8%	-1.9%	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	22.91		-0.07%	-0.4%	-0.3%	1.8%	-0.1%	1.7%	3.6%	0.1%	22.8%	27.9%	25.5%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.56		0.03%	-0.3%	0.0%	1.0%	2.1%	4.7%	5.2%	1.5%	21.1%	25.9%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		-0.02%	0.1%	-0.5%	1.4%	0.4%	4.3%	6.9%	-0.3%	24.1%	27.8%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.5%	1.8%	2.9%	7.5%	8.9%	2.3%	35.2%	58.3%	50.6%	43.8%	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	59.18		0.8%	0.2%	4.0%	9.8%	11.8%	27.8%	17.7%	11.2%	88.5%	110.5%	107.3%	128.9%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	40.46		-1.3%	-1.6%	0.2%	0.3%	12.1%	28.8%	27.1%	10.3%	76.1%	107.5%	96.7%	111.2%	-2.8%	May '26
MidCap 30 - Hennessy (hi fee)	28.26	p	EOD	-2.5%	2.4%	11.6%	16.5%	27.2%	3.0%	16.4%	92.9%	114.2%	117.4%	123.4%	-2.5%	May '26
Small Value- Avantis	121.36		1.1%	0.2%	2.4%	7.6%	18.6%	39.2%	7.4%	19.3%	71.5%	68.3%	61.5%	85.3%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	64.92		0.05%	0.4%	2.7%	1.1%	8.9%	22.7%	9.0%	8.2%	49.9%	65.4%	49.6%	61.8%	-0.9%	Jun '26
Growth- S&P Momentum	153.10		-1.3%	2.0%	13.9%	27.7%	27.7%	44.2%	26.6%	28.7%	188.9%	192.7%	149.9%	207.2%	-1.3%	Jun '26
Invesco S&P Quality	86.92		0.7%	1.7%	7.9%	9.5%	17.1%	23.8%	13.2%	16.2%	84.6%	98.4%	72.9%	127.9%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.86		0.3%	0.8%	6.1%	11.4%	11.8%	30.7%	20.0%	11.9%	101.7%	107.0%	89.1%	156.3%	-0.3%	Jun '26
US Min Volatility- Fidelity	70.01		0.3%	-0.6%	1.6%	3.4%	4.8%	15.6%	11.8%	5.3%	49.8%	62.5%	43.3%	74.8%	-0.6%	May '26
Derivative Income- JPMorgan	55.69		0.5%	-0.9%	-1.7%	-4.3%	0.3%	7.5%	8.1%	0.0%	28.9%	41.7%	29.5%	47.8%	-5.0%	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	17.38	p	EOD	0.3%	1.0%	8.8%	10.8%	13.3%	6.5%	9.9%	34.0%	42.1%	42.3%	41.8%	-0.3%	May '26
Multistrategy- AQR	14.92	p	EOD	1.5%	1.6%	3.0%	7.8%	15.1%	16.4%	6.5%	52.7%	74.7%	74.9%	56.3%	NewNew Peak	Jun '26
Long Short- AQR	21.21	p	EOD	1.8%	3.4%	2.1%	4.0%	16.1%	34.4%	0.2%	108.1%	167.9%	158.8%	146.8%	-0.4%	Dec '25
Mkt Neutral- BlackRock	16.42	p	EOD	2.1%	5.5%	9.8%	15.2%	21.8%	18.3%	12.6%	81.0%	83.6%	90.4%	91.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.95	p	EOD	0.2%	0.5%	1.7%	3.0%	7.0%	7.2%	2.4%	21.6%	45.4%	37.0%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.94		0.3%	0.7%	2.3%	5.5%	5.7%	14.6%	9.1%	5.7%	49.8%	63.5%	51.7%	67.8%	NewNew Peak	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)	370.86	3.3%	-4.9%	-3.2%	22.4%	16.9%	121.4%	66.0%	18.6%	199.9%	212.4%	157.9%	283.3%	-7.9%	May '26
Meta (Communications)	630.26	1.2%	-0.8%	3.3%	-5.5%	-4.6%	-8.1%	13.1%	-4.4%	133.0%	92.3%	87.6%	398.2%	-20.0%	Aug '25
Amazon (Cyclical)	253.80	1.5%	-7.4%	-6.7%	17.1%	10.8%	22.5%	5.2%	10.0%	104.3%	58.3%	48.9%	124.8%	-7.7%	May '26
Tesla (Cyclical)	418.45	-1.2%	-5.3%	6.6%	3.1%	-7.9%	26.0%	11.4%	-7.0%	95.6%	109.6%	4.6%	92.6%	-14.6%	Dec '25
Procter & Gamble (Defensive)	140.92	0.5%	-3.4%	-1.7%	-10.3%	-1.6%	-12.6%	-12.3%	-0.2%	4.0%	17.7%	-3.0%	24.8%	-18.3%	Dec '24
PepsiCo (Defensive)	142.89	0.2%	-2.3%	-7.6%	-12.1%	-0.9%	12.8%	-1.8%	0.5%	-14.7%	12.1%	-5.5%	-5.4%	-19.4%	May '23
Coca-Cola (Defensive)	78.69	-0.09%	-2.1%	0.6%	1.4%	12.5%	13.5%	15.6%	13.3%	40.7%	62.4%	50.6%	58.4%	-3.9%	May '26
Exxon Mobil (Energy)	153.21	0.4%	4.3%	0.4%	3.0%	32.6%	54.5%	16.0%	29.0%	60.1%	199.6%	181.7%	76.3%	-10.0%	Mar '26
Chevron (Energy)	189.71	0%	3.6%	-1.3%	2.0%	25.8%	42.6%	10.1%	25.7%	36.5%	112.8%	88.8%	38.9%	-10.2%	Mar '26
JPMorgan Chase (Financial)	312.76	4.0%	5.4%	1.7%	5.0%	-0.1%	20.7%	37.3%	-2.0%	138.4%	113.2%	116.9%	228.2%	-6.1%	Jan '26
Visa (Financial)	321.05	2.8%	-1.2%	-1.6%	0.4%	-1.4%	-12.1%	11.8%	-8.1%	43.6%	44.8%	50.0%	85.4%	-13.3%	Jun '25
Mastercard (Financial)	481.37	2.1%	-2.5%	-4.6%	-7.8%	-11.0%	-17.1%	9.0%	-15.4%	31.1%	35.4%	33.3%	73.4%	-19.3%	Aug '25
Bank of America (Financial)	54.26	3.5%	6.9%	4.0%	8.5%	1.3%	25.1%	28.0%	-0.8%	102.7%	41.0%	30.8%	98.9%	-4.7%	Jan '26
UnitedHealth (Health)	396.60	5.2%	3.7%	7.0%	36.9%	20.7%	35.8%	-33.1%	21.1%	-15.8%	6.5%	-14.9%	-15.3%	-34.3%	Nov '24
Johnson & Johnson (Health)	227.66	2.0%	-1.4%	1.5%	-7.2%	13.0%	51.4%	47.5%	10.6%	57.4%	57.0%	50.0%	55.1%	-8.4%	Mar '26
Eli Lilly (Health)	1137.26	5.4%	0.9%	17.7%	13.5%	12.5%	49.5%	40.2%	6.2%	162.6%	490.1%	335.9%	261.0%	NewNew Peak	Jun '26
Union Pacific (Industrials)	262.97	0.3%	-1.0%	-0.2%	-1.4%	12.1%	21.1%	3.9%	14.3%	40.9%	29.5%	17.1%	48.5%	-5.4%	May '26
Honeywell (Industrials)	222.02	-0.6%	-4.7%	6.5%	-9.2%	16.7%	5.8%	-6.4%	15.0%	26.4%	13.6%	25.3%	47.7%	-10.0%	Mar '26
Nvidia (IT)	218.44	1.7%	2.0%	10.1%	19.3%	19.1%	54.0%	38.9%	17.1%	455.9%	1145.8%	626.7%	1802.0%	-7.3%	May '26
Broadcom (IT)	414.05	-13.6%	-2.9%	-0.6%	30.7%	9.1%	59.9%	50.6%	19.9%	430.6%	863.5%	575.3%	916.3%	-14.0%	Jun '26
Adobe (IT)	260.07	1.5%	7.7%	2.4%	-4.8%	-20.9%	-37.2%	-21.3%	-25.7%	-40.4%	-48.5%	-53.9%	-9.1%	-59.0%	Feb '24
Oracle (IT)	232.07	0.8%	13.9%	28.7%	52.8%	8.9%	39.4%	18.1%	19.8%	127.0%	199.6%	180.5%	279.9%	-28.8%	Sep '25
salesforce.com (IT)	187.82	-1.5%	6.6%	1.3%	-2.5%	-23.8%	-28.1%	-20.2%	-28.9%	-10.5%	-19.7%	-25.4%	33.9%	-48.4%	Dec '24
Linde PLC (Materials)	509.57	0.4%	1.5%	3.2%	2.4%	26.6%	8.7%	3.2%	19.9%	46.4%	81.3%	59.4%	96.5%	-1.5%	May '26
Sherwin-Williams (Materials)	298.79	0.8%	-2.1%	-3.8%	-14.1%	-10.7%	-17.0%	-3.8%	-7.6%	27.1%	10.1%	-8.4%	53.1%	-24.4%	Nov '24
American Tower (Real Estate)	186.53	2.4%	-0.1%	3.1%	-1.3%	6.4%	-9.8%	-0.9%	7.3%	8.3%	-18.2%	-25.3%	14.3%	-18.4%	Sep '24
Prologis Inc. (Real Estate)	142.88	0.7%	-1.9%	3.0%	3.3%	13.2%	36.3%	25.1%	12.8%	25.8%	34.5%	-1.5%	58.7%	-2.8%	May '26
NextEra Energy (Utilities)	85.83	1.5%	-1.6%	-10.1%	-7.3%	3.6%	25.5%	15.5%	7.6%	26.1%	34.3%	5.1%	30.3%	-12.3%	Apr '26
Duke Energy (Utilities)	121.37	0.3%	-1.9%	-3.9%	-7.2%	4.7%	8.3%	12.7%	5.3%	51.9%	45.1%	39.6%	63.4%	-8.3%	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	16.08	p	EOD	-0.1%	1.3%	1.2%	3.0%	8.7%	9.4%	2.8%	23.6%	12.4%	11.3%	33.3%	-0.4%	Jun '26
Moderate-60% Stock	69.63		0.2%	0.2%	3.2%	5.2%	8.1%	19.1%	16.4%	7.6%	49.3%	40.2%	35.2%	71.6%	-0.3%	Jun '26
Mod Agg-80% Stock	55.86	p	EOD	0.1%	4.0%	7.2%	10.8%	24.2%	19.6%	10.1%	62.8%	53.1%	46.2%	92.1%	-0.7%	Jun '26
Aggressive-90% Stock	34.32	p	EOD	0.1%	4.5%	9.8%	14.4%	29.7%	20.9%	13.4%	67.8%	58.1%	49.1%	99.1%	-0.7%	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	63674.63	-0.5%	-13.4%	-20.2%	-12.4%	-30.9%	-39.2%	-6.3%	-27.2%	133.7%	72.6%	37.1%	232.4%	-49.0%	Oct '25
Ethereum	1773.51	-2.1%	-11.7%	-24.4%	-16.6%	-43.4%	-32.0%	-11.0%	-40.2%	-7.0%	-34.0%	-52.8%	37.0%	-63.3%	Aug '25
BNB	604.52	-2.5%	-5.2%	-2.9%	-8.1%	-32.8%	-8.9%	23.1%	-30.0%	96.6%	54.5%	18.0%	123.1%	-53.9%	Oct '25
Solana	69.36	-3.1%	-15.4%	-17.5%	-23.6%	-50.1%	-54.8%	-34.2%	-44.3%	226.3%	85.4%	-59.3%	122.6%	-73.5%	Jan '25
Bitcoin ETF	36.08	-2.5%	-13.2%	-20.5%	-12.9%	-31.3%	-39.5%	-6.4%	-27.3%	-	-	-	-	-49.4%	Oct '25
Grayscale Bitcoin (hi fee)	49.43	-2.6%	-13.2%	-20.6%	-13.3%	-31.7%	-40.2%	-7.6%	-27.7%	280.5%	77.1%	59.7%	388.1%	-49.8%	Oct '25
Bloomberg Commodities	24.43	-1.2%	-0.6%	-4.3%	9.4%	23.7%	36.7%	14.9%	25.1%	53.8%	66.5%	58.8%	37.7%	-5.7%	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	4.97	-0.4%	-0.3%	-1.1%	5.4%	4.3%	1.7%	1.1%	2.7%	28.0%	122.0%	146.5%	28.0%	-4.1%	May '26
10yr Treasury rate	4.46	-0.6%	0.2%	0.4%	9.4%	8.6%	2.2%	-9.0%	7.2%	20.9%	186.1%	174.1%	14.4%	-10.5%	Oct '23
5yr Treasury rate	4.18	-0.9%	0.4%	2.0%	13.8%	13.4%	6.2%	-15.0%	12.2%	8.7%	432.7%	205.9%	1.6%	-15.8%	Oct '23
13-week T-bill	3.62	-0.08%	0.8%	0.8%	0.7%	0.2%	-14.6%	-15.7%	2.1%	-30.6%	24033.3%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	92.57	-3.6%	4.1%	-13.0%	24.0%	55.1%	47.3%	-19.9%	61.2%	29.0%	33.0%	21.7%	6.1%	-18.0%	Apr '26
Gold	4509.20	1.6%	0.2%	-0.2%	-11.9%	7.1%	33.7%	64.5%	4.2%	131.0%	138.6%	150.6%	170.0%	-15.2%	Jan '26
USD/EUR	0.86	-0.1%	0.2%	0.5%	-0.1%	0.3%	-1.8%	-11.4%	1.0%	-	-	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.98	0.04%	0.4%	1.8%	1.4%	3.1%	12.1%	-0.4%	2.3%	-	-	38.9%	9.0%	-1.0%	Jul '24
S&P 500 Volatility Index	15.56	-3.1%	-1.1%	-14.9%	-26.4%	-1.4%	-11.6%	-13.8%	4.1%	6.6%	-5.2%	-6.3%	-53.6%	-70.3%	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	50.67		0.04%	0.1%	0.4%	0.4%	1.6%	4.6%	6.1%	1.2%	19.6%	18.8%	18.7%	24.0%	NewNew Peak	Jun '26
Interm Muni- JPMorgan	50.46		0.1%	0.1%	0.4%	-0.1%	1.3%	5.8%	4.3%	1.1%	12.0%	6.1%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.05		0.2%	-0.4%	0.1%	-1.2%	0.7%	6.2%	8.8%	0.3%	14.4%	3.6%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	76.45		0.1%	-0.4%	-0.2%	-1.6%	-0.5%	4.0%	8.5%	-0.5%	13.1%	1.0%	1.7%	19.4%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	-0.1%	0.7%	2.4%	2.8%	8.1%	8.2%	2.3%	32.8%	35.4%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.08		0.07%	-0.4%	0.5%	-0.6%	0.5%	4.4%	8.2%	0.5%	18.1%	14.6%	14.3%	28.4%	-1.4%	Feb '26
Long Bond- Vanguard	75.11		0.3%	-0.4%	1.3%	-1.0%	0.0%	6.3%	7.2%	0.8%	13.4%	-8.8%	-10.9%	25.8%	-2.2%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.2%	0.3%	-0.1%	1.1%	5.6%	3.3%	0.8%	10.6%	1.8%	1.0%	16.0%	-0.8%	Feb '26
Long Muni- iShares	57.37		0.10%	0.2%	0.5%	-0.3%	1.2%	6.5%	3.4%	0.8%	10.1%	3.2%	2.8%	14.7%	-1.1%	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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