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S&P 500

NewNew Peak

Return

95.8%

[

21.8%

annualized]

Dec 30 2022 - May 26 2026

DJIA (Large Value)

-0.2%

BelowPeak May '26

Return

52.2%

[

13.1%

annualized]

Dec 30 2022 - May 26 2026

Russell 2000 (Small Cap)

NewNew Peak

Return

65.8%

[

16.0%

annualized]

Dec 30 2022 - May 26 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 26 05:40 PM EDT, next update at 05:50 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	7519.12	0.6%	2.3%	4.9%	8.8%	10.4%	29.6%	16.4%	9.8%	78.8%	79.2%	56.8%	110.2%	NewNew Peak	May '26
DJIA (Large Value)	50461.68	-0.2%	2.2%	2.5%	1.9%	6.4%	21.3%	13.0%	5.0%	52.5%	47.0%	37.9%	72.7%	-0.2%	May '26
Russell 2000 (Small Cap)	2920.54	1.8%	6.3%	4.8%	9.1%	17.5%	43.2%	11.3%	17.7%	64.7%	29.8%	28.5%	73.0%	NewNew Peak	May '26
NASDAQ Comp (Tech/Growth)	26656.18	1.2%	3.0%	7.3%	16.5%	14.8%	42.3%	20.4%	14.7%	105.4%	94.0%	68.4%	155.9%	NewNew Peak	May '26
Aggregate Bond	98.72	0.3%	1.1%	-0.5%	-1.5%	-0.3%	5.6%	7.2%	0.1%	13.1%	0.5%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.78	0.4%	1.5%	-0.4%	-1.5%	-0.7%	7.1%	7.9%	0.2%	16.6%	-0.2%	-1.0%	25.5%	-1.5%	Feb '26
High Yield Bond	80.18	0.3%	1.0%	0.1%	0.7%	2.0%	7.7%	8.6%	1.4%	29.4%	20.9%	18.1%	38.3%	-0.1%	Apr '26
Preferred	31.34	0.3%	1.2%	-0.1%	0.1%	3.8%	10.2%	4.9%	2.8%	25.0%	8.9%	4.1%	27.8%	-1.2%	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	50.99	1.4%	4.0%	-1.8%	-3.4%	15.8%	21.3%	9.9%	12.9%	41.8%	30.0%	24.2%	59.5%	-4.5%	Feb '26
Consumer Discretionary/Cyclical	119.45	0.2%	3.8%	0.6%	2.3%	2.1%	14.3%	7.4%	0.2%	61.1%	44.3%	17.8%	77.1%	-3.9%	Jan '26
Financial Services	51.85	-0.2%	1.5%	0.8%	-0.7%	-1.2%	5.2%	14.9%	-4.8%	69.4%	50.8%	41.2%	81.6%	-7.6%	Jan '26
Real Estate	97.22	0.5%	2.0%	2.0%	2.9%	8.9%	16.1%	3.3%	11.0%	38.4%	18.2%	-0.1%	46.6%	NewNew Peak	May '26
Communication Services	115.55	0.08%	-0.3%	0.0%	-0.7%	1.6%	16.8%	23.1%	-1.5%	92.1%	54.3%	54.5%	152.0%	-3.5%	Jan '26
Energy	57.85	-2.8%	-5.6%	1.7%	5.8%	31.5%	45.7%	7.9%	30.2%	61.9%	167.0%	134.6%	62.5%	-7.5%	Mar '26
Industrials	174.30	1.5%	3.3%	1.1%	-1.1%	14.8%	25.4%	19.3%	12.7%	85.3%	81.3%	77.4%	116.9%	-2.3%	Mar '26
Technology	185.14	2.6%	6.9%	15.6%	31.5%	30.8%	64.2%	24.6%	28.8%	129.4%	177.4%	117.9%	226.0%	NewNew Peak	May '26
Consumer Staples/Defensive	83.63	-1.4%	-2.9%	0.5%	-5.4%	7.4%	5.3%	1.5%	8.3%	23.6%	34.1%	21.3%	35.7%	-6.6%	Feb '26
Healthcare	148.51	-0.9%	0.8%	3.0%	-5.3%	-5.5%	16.0%	14.5%	-3.7%	22.4%	30.4%	14.1%	29.1%	-6.9%	Feb '26
Utilities	45.33	-0.04%	2.2%	-1.8%	-3.2%	2.2%	15.0%	16.0%	6.9%	53.8%	61.6%	45.4%	64.0%	-4.4%	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	157.84	1.2%	3.1%	4.9%	6.7%	13.1%	31.2%	22.4%	11.6%	79.7%	72.0%	59.3%	116.4%	NewNew Peak	May '26
MSCI Emerging Markets	68.40	3.8%	6.4%	7.3%	9.1%	27.9%	51.5%	34.0%	25.0%	88.9%	41.1%	53.4%	116.0%	NewNew Peak	May '26
FTSE Europe	89.48	1.2%	3.6%	2.8%	-0.6%	12.0%	21.2%	35.8%	7.5%	60.7%	53.6%	48.9%	118.1%	-0.7%	Feb '26
MSCI Japan	92.90	1.4%	2.9%	6.4%	0.5%	15.8%	33.1%	25.9%	15.1%	68.6%	53.8%	53.4%	108.9%	-1.1%	Feb '26
MSCI India	48.55	0.3%	2.7%	-2.1%	-7.7%	-11.2%	-11.0%	2.7%	-10.2%	16.6%	18.5%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	56.10	1.0%	-0.8%	-3.0%	-5.3%	-8.3%	4.7%	31.0%	-6.6%	35.9%	-23.2%	-0.9%	51.7%	-15.2%	Oct '25
International Bond	48.23	0.4%	1.3%	0.4%	-1.1%	0.2%	2.6%	2.9%	0.7%	13.8%	1.8%	2.1%	18.3%	-1.3%	Feb '26
iShares Latin America	35.36	1.2%	2.9%	-4.0%	-3.9%	17.1%	44.1%	52.7%	16.1%	63.0%	71.2%	101.1%	80.4%	-7.2%	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	690.01	0.7%	2.3%	5.1%	9.2%	11.1%	31.2%	17.8%	10.4%	86.2%	92.3%	66.9%	121.2%	NewNew Peak	May '26
US Large Growth	125.66	0.5%	2.1%	4.9%	10.8%	6.4%	30.3%	19.8%	6.3%	106.1%	120.8%	81.0%	161.2%	-0.2%	May '26
US Large Value	238.30	0.8%	2.8%	4.7%	6.1%	15.3%	30.2%	15.7%	13.7%	68.5%	64.0%	53.8%	86.6%	NewNew Peak	May '26

US MidCap Blend	78.56	0.6%	3.1%	2.4%	2.7%	10.4%	23.8%	17.0%	8.7%	82.7%	81.0%	60.2%	107.2%	NewNew Peak	May '26
US MidCap Growth	294.33	1.1%	4.5%	3.9%	5.2%	5.0%	12.1%	10.7%	5.7%	56.8%	36.5%	20.8%	78.2%	-0.9%	Oct '25
US MidCap Value	195.08	0.4%	2.0%	1.3%	0.9%	11.7%	24.9%	12.1%	10.6%	61.3%	52.3%	42.9%	72.7%	NewNew Peak	May '26

US Small Blend	292.90	1.3%	5.0%	3.4%	5.0%	14.6%	31.5%	8.9%	14.0%	64.8%	42.9%	37.3%	78.2%	NewNew Peak	May '26
US Small Growth	379.69	2.0%	7.5%	6.0%	11.5%	16.9%	43.0%	12.9%	17.6%	70.5%	32.5%	31.8%	87.1%	NewNew Peak	May '26
US Small Value	214.69	1.6%	5.1%	3.7%	7.2%	19.3%	46.7%	12.4%	18.8%	70.6%	42.8%	38.7%	74.7%	NewNew Peak	May '26

Foreign Large Blend	105.13	1.1%	3.1%	3.3%	-0.4%	12.8%	23.7%	31.6%	9.5%	60.6%	52.7%	50.2%	108.8%	-0.5%	Feb '26
Foreign Growth	122.94	1.2%	4.2%	3.1%	-0.3%	10.0%	16.3%	20.7%	7.9%	37.2%	24.6%	19.3%	80.8%	-0.4%	Feb '26
Foreign Value	79.38	0.9%	2.2%	3.5%	-0.6%	15.9%	30.9%	42.2%	11.2%	86.8%	83.7%	86.2%	138.8%	-0.7%	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	22.98		-0.4%	-0.4%	-0.2%	2.1%	0.4%	2.4%	3.6%	0.5%	23.9%	28.9%	25.9%	31.7%	-0.5%	May '26
Ultra Short- Janus AAA CLO	50.70		0.02%	0.1%	0.5%	1.2%	2.4%	5.3%	5.2%	1.8%	21.6%	26.4%	25.5%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.48		0.05%	-0.1%	-0.2%	1.8%	0.6%	4.7%	6.9%	-0.4%	24.9%	28.1%	26.4%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.41	p	EOD	0.1%	0.5%	1.6%	2.9%	7.5%	8.9%	2.1%	35.2%	58.5%	50.3%	43.6%	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	58.69		0.9%	2.2%	3.0%	7.5%	11.7%	30.8%	17.7%	10.2%	90.9%	112.6%	105.6%	127.1%	-0.1%	May '26
Int’l Min Volatility- Franklin	41.49		-0.02%	0.4%	2.2%	0.4%	15.4%	33.0%	27.1%	13.1%	81.5%	114.8%	101.7%	116.6%	-0.3%	May '26
MidCap 30 - Hennessy (hi fee)	27.44	p	EOD	3.3%	1.0%	5.9%	13.5%	25.4%	3.0%	13.1%	89.8%	111.0%	111.1%	117.0%	-2.6%	May '26
Small Value- Avantis	121.35		1.1%	3.6%	2.0%	6.2%	21.0%	41.5%	7.4%	19.3%	76.5%	72.4%	61.5%	85.3%	NewNew Peak	May '26
Mid Value- Pacer Cash Cows	64.15		-0.3%	1.3%	2.4%	-0.2%	9.4%	23.0%	9.0%	6.9%	50.7%	64.4%	47.8%	59.9%	-0.9%	Feb '26
Growth- S&P Momentum	149.80		3.4%	6.5%	13.9%	25.2%	26.2%	46.9%	26.6%	25.9%	187.1%	187.3%	144.6%	200.6%	NewNew Peak	May '26
Invesco S&P Quality	85.62		1.2%	4.3%	6.1%	6.6%	15.9%	25.6%	13.2%	14.5%	84.5%	97.8%	70.4%	124.5%	NewNew Peak	May '26
Rotation Factor- BlackRock	67.21		0.8%	2.4%	5.1%	9.7%	11.7%	33.1%	20.0%	10.8%	103.0%	107.7%	87.3%	153.8%	NewNew Peak	May '26
US Min Volatility- Fidelity	70.15		-0.2%	0.9%	2.8%	3.4%	4.8%	18.3%	11.8%	5.5%	52.4%	63.7%	43.6%	75.1%	-0.2%	May '26
Derivative Income- JPMorgan	56.22		-0.2%	0.2%	-1.2%	-3.6%	1.6%	10.0%	8.1%	0.9%	31.5%	43.8%	30.7%	49.2%	-4.1%	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	-0.6%	2.9%	8.3%	11.0%	13.3%	6.5%	9.6%	32.9%	42.1%	41.9%	41.4%	-0.7%	May '26
Multistrategy- AQR	14.72	p	EOD	-0.1%	1.4%	0.9%	6.1%	14.6%	16.4%	5.1%	50.4%	74.5%	72.6%	54.2%	-0.4%	May '26
Long Short- AQR	20.81	p	EOD	-0.2%	2.2%	-1.1%	2.8%	15.8%	34.4%	-1.7%	103.5%	162.6%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.93	p	EOD	-0.1%	3.2%	7.1%	13.1%	19.0%	18.3%	9.3%	75.7%	78.3%	84.7%	85.3%	-0.4%	May '26
Multi Strategy- Variant	26.11	p	EOD	0.1%	0.5%	1.7%	3.0%	7.0%	7.2%	2.3%	21.7%	46.0%	36.8%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.73		0.11%	0.9%	2.5%	4.6%	5.0%	16.2%	9.1%	5.4%	51.0%	64.4%	51.3%	67.3%	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)	388.88	1.5%	0.3%	12.9%	26.6%	21.7%	131.6%	66.0%	24.3%	214.7%	229.4%	170.4%	301.9%	-3.4%	May '26
Meta (Communications)	612.34	0.3%	1.6%	-9.3%	-6.7%	-3.2%	-2.0%	13.1%	-7.2%	135.5%	88.3%	82.3%	384.0%	-22.3%	Aug '25
Amazon (Cyclical)	265.29	-0.4%	2.3%	0.5%	27.6%	15.8%	32.0%	5.2%	14.9%	120.9%	62.5%	55.7%	135.0%	-3.5%	May '26
Tesla (Cyclical)	433.59	1.8%	7.3%	15.2%	6.1%	1.6%	27.8%	11.4%	-3.6%	124.5%	110.1%	8.4%	99.6%	-11.5%	Dec '25
Procter & Gamble (Defensive)	142.96	-1.0%	1.2%	-3.5%	-12.0%	-2.2%	-11.3%	-12.3%	1.2%	6.3%	17.6%	-1.6%	26.6%	-17.1%	Dec '24
PepsiCo (Defensive)	145.68	-3.2%	-3.1%	-6.3%	-12.3%	0.3%	17.1%	-1.8%	2.4%	-12.2%	14.7%	-3.7%	-3.6%	-17.8%	May '23
Coca-Cola (Defensive)	80.46	-1.3%	-1.8%	5.0%	0.6%	11.9%	15.4%	15.6%	15.9%	46.0%	69.7%	53.9%	61.9%	-1.8%	May '26
Exxon Mobil (Energy)	149.81	-3.3%	-7.8%	1.3%	1.5%	32.3%	50.0%	16.0%	26.2%	57.8%	205.5%	175.4%	72.4%	-12.0%	Mar '26
Chevron (Energy)	184.71	-3.5%	-6.4%	-0.3%	0.3%	24.8%	39.7%	10.1%	22.4%	34.8%	115.8%	83.8%	35.2%	-12.5%	Mar '26
JPMorgan Chase (Financial)	306.74	0.12%	3.7%	-0.5%	0.7%	0.7%	19.9%	37.3%	-3.9%	139.8%	115.1%	112.7%	221.8%	-7.9%	Jan '26
Visa (Financial)	326.48	-0.7%	-1.0%	5.7%	3.3%	-1.8%	-6.9%	11.8%	-6.5%	48.4%	49.3%	52.6%	88.6%	-11.9%	Jun '25
Mastercard (Financial)	493.01	-1.1%	-1.3%	-2.2%	-4.1%	-9.2%	-12.0%	9.0%	-13.4%	34.0%	40.0%	36.5%	77.6%	-17.3%	Aug '25
Bank of America (Financial)	52.20	0.8%	3.0%	0.3%	0.4%	-0.4%	23.6%	28.0%	-4.6%	99.3%	40.2%	25.8%	91.3%	-8.3%	Jan '26
UnitedHealth (Health)	376.86	-3.0%	-3.2%	6.2%	32.5%	16.0%	31.1%	-33.1%	15.0%	-17.0%	-0.6%	-19.1%	-19.5%	-37.5%	Nov '24
Johnson & Johnson (Health)	230.18	-1.8%	0.1%	1.2%	-5.5%	11.5%	54.7%	47.5%	11.8%	61.8%	55.8%	51.7%	56.8%	-7.4%	Mar '26
Eli Lilly (Health)	1064.74	-0.02%	4.2%	20.7%	4.4%	-3.3%	50.2%	40.2%	-0.6%	155.4%	455.3%	308.1%	238.0%	-3.7%	Nov '25
Union Pacific (Industrials)	271.10	2.0%	-0.2%	0.9%	2.7%	18.8%	24.9%	3.9%	17.8%	50.4%	35.5%	20.7%	53.1%	-1.5%	May '26
Honeywell (Industrials)	231.72	1.7%	6.7%	9.3%	-2.8%	23.2%	13.1%	-6.4%	20.0%	35.3%	21.6%	30.8%	54.1%	-6.1%	Mar '26
Nvidia (IT)	214.86	-0.2%	-2.6%	3.2%	16.2%	19.2%	63.7%	38.9%	15.2%	452.2%	1272.0%	614.7%	1770.8%	-8.9%	May '26
Broadcom (IT)	422.01	1.9%	2.7%	-0.2%	31.5%	6.6%	86.0%	50.6%	22.2%	440.3%	912.9%	588.3%	935.8%	-4.0%	May '26
Adobe (IT)	240.49	-1.7%	-5.7%	-2.0%	-7.2%	-24.3%	-41.0%	-21.3%	-31.3%	-42.1%	-52.6%	-57.4%	-16.0%	-62.1%	Feb '24
Oracle (IT)	193.06	0.5%	6.4%	11.4%	28.9%	-5.2%	25.0%	18.1%	-0.3%	92.2%	160.6%	133.3%	216.1%	-40.7%	Sep '25
salesforce.com (IT)	179.08	-0.5%	-0.2%	0.5%	-10.0%	-21.2%	-33.9%	-20.2%	-32.2%	-15.7%	-20.9%	-28.9%	27.7%	-50.8%	Dec '24
Linde PLC (Materials)	514.97	-0.5%	1.8%	0.9%	3.6%	27.1%	13.7%	3.2%	21.2%	50.3%	83.9%	61.1%	98.6%	-0.5%	May '26
Sherwin-Williams (Materials)	311.25	0.7%	4.1%	-7.8%	-13.5%	-9.2%	-11.1%	-3.8%	-3.7%	39.1%	13.7%	-4.6%	59.4%	-21.3%	Nov '24
American Tower (Real Estate)	184.95	0.6%	1.1%	3.8%	1.0%	4.1%	-9.5%	-0.9%	6.4%	12.6%	-15.4%	-25.9%	13.3%	-19.1%	Sep '24
Prologis Inc. (Real Estate)	146.94	0.7%	3.2%	3.4%	3.8%	16.5%	46.1%	25.1%	16.0%	29.4%	44.1%	1.3%	63.2%	NewNew Peak	May '26
NextEra Energy (Utilities)	87.65	-1.0%	-2.7%	-8.0%	-4.1%	3.2%	33.2%	15.5%	9.9%	28.6%	35.8%	7.3%	33.0%	-10.5%	Apr '26
Duke Energy (Utilities)	124.97	-0.6%	0.3%	-1.0%	-2.5%	3.0%	11.0%	12.7%	8.5%	58.1%	49.9%	43.7%	68.2%	-5.6%	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	15.98	p	EOD	1.0%	0.3%	-0.3%	2.2%	9.4%	9.4%	2.1%	24.1%	12.1%	10.6%	32.5%	-0.4%	May '26
Moderate-60% Stock	69.37		0.8%	2.3%	2.7%	3.3%	8.0%	21.1%	16.4%	7.2%	50.3%	40.8%	34.7%	71.0%	NewNew Peak	May '26
Mod Agg-80% Stock	55.10	p	EOD	1.8%	2.7%	3.6%	9.9%	25.1%	19.6%	8.6%	63.0%	52.7%	44.2%	89.5%	-0.3%	May '26
Aggressive-90% Stock	33.74	p	EOD	2.0%	3.1%	5.4%	13.2%	30.3%	20.9%	11.5%	67.4%	57.0%	46.6%	95.7%	-0.7%	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	75894.81	-1.8%	-1.1%	-2.0%	12.5%	-16.2%	-29.3%	-6.3%	-13.3%	184.0%	93.1%	63.4%	296.2%	-39.2%	Oct '25
Ethereum	2073.86	-1.8%	-1.7%	-10.4%	2.3%	-31.5%	-17.9%	-11.0%	-30.1%	13.4%	-28.2%	-44.9%	60.2%	-57.1%	Aug '25
BNB	656.18	-0.9%	2.6%	3.1%	4.8%	-26.4%	0.0%	23.1%	-24.0%	113.8%	72.7%	28.1%	142.2%	-49.9%	Oct '25
Solana	83.75	-1.5%	-0.5%	-2.9%	-2.5%	-41.4%	-51.8%	-34.2%	-32.7%	332.4%	135.7%	-50.8%	168.7%	-68.0%	Jan '25
Bitcoin ETF	42.99	0.07%	-1.2%	-2.3%	12.4%	-15.8%	-30.5%	-6.4%	-13.4%	-	-	-	-	-39.7%	Oct '25
Grayscale Bitcoin (hi fee)	58.94	0.2%	-1.1%	-2.4%	12.1%	-16.3%	-31.3%	-7.6%	-13.8%	371.8%	103.6%	90.4%	482.0%	-40.1%	Oct '25
Bloomberg Commodities	24.65	-1.2%	-4.2%	0.7%	14.3%	27.6%	37.6%	14.9%	26.2%	55.2%	73.5%	60.2%	39.0%	-4.9%	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	5.03	-0.8%	-3.0%	2.2%	7.6%	8.2%	-0.1%	1.1%	3.8%	26.6%	122.4%	149.3%	29.4%	-3.0%	May '26
10yr Treasury rate	4.49	-1.4%	-3.7%	4.2%	11.8%	12.4%	-0.4%	-9.0%	7.9%	17.9%	185.5%	176.0%	15.1%	-9.9%	Oct '23
5yr Treasury rate	4.18	-1.7%	-3.4%	6.7%	16.7%	17.1%	2.6%	-15.0%	12.4%	6.2%	437.7%	206.4%	1.7%	-15.7%	Oct '23
13-week T-bill	3.58	-0.08%	0.2%	-0.3%	-0.2%	-4.6%	-15.3%	-15.7%	1.0%	-30.0%	71540.0%	6658.5%	1.4%	-33.0%	Oct '23
Crude Oil	93.57	-3.1%	-13.2%	-0.9%	43.5%	59.5%	52.1%	-19.9%	63.0%	28.8%	41.3%	23.0%	7.2%	-17.2%	Apr '26
Gold	4507.30	-0.3%	0.0%	-4.6%	-12.9%	8.2%	34.0%	64.5%	4.2%	131.8%	137.1%	150.5%	169.8%	-15.3%	Jan '26
USD/EUR	0.86	0.05%	-0.2%	0.8%	1.6%	-0.6%	-	-11.4%	1.0%	-	4.8%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.29	0.2%	0.2%	0.0%	2.0%	2.0%	-	-0.4%	1.8%	-	45.9%	38.3%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	17.01	2.5%	-5.8%	-9.1%	-8.7%	-1.0%	-23.7%	-13.8%	13.8%	-5.2%	-2.0%	2.5%	-49.3%	-67.5%	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	50.59		0.12%	0.3%	0.2%	0.3%	1.5%	4.9%	6.1%	1.1%	19.7%	18.7%	18.5%	23.8%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.23		0.5%	0.8%	-0.3%	-1.1%	0.8%	5.5%	4.3%	0.7%	12.1%	5.9%	5.0%	16.6%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.15		0.4%	1.5%	-0.6%	-1.4%	0.7%	7.8%	8.8%	0.5%	15.9%	3.6%	4.1%	21.0%	-1.6%	Feb '26
Interm Bond- Vanguard	76.58		0.4%	1.1%	-0.7%	-1.8%	-0.8%	5.4%	8.5%	-0.3%	14.1%	1.4%	1.8%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	0.7%	0.5%	1.8%	2.7%	8.7%	8.2%	2.1%	32.4%	35.8%	30.9%	37.6%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.12		0.4%	1.2%	0.2%	-1.3%	0.7%	5.7%	8.2%	0.5%	18.8%	15.2%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	74.84		0.5%	2.3%	-0.2%	-1.9%	-1.4%	9.2%	7.2%	0.4%	14.6%	-8.7%	-11.2%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	0.2%	-0.9%	-1.9%	-0.4%	4.5%	3.3%	-0.4%	10.7%	0.7%	-0.2%	14.7%	-2.0%	Feb '26
Long Muni- iShares	57.08		0.4%	0.7%	-0.5%	-1.5%	0.4%	6.0%	3.4%	0.3%	10.2%	2.8%	2.3%	14.2%	-1.6%	Feb '26

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