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S&P 500

New Peak

Return

89.1%

[

20.9%

annualized]

Dec 30 2022 - May 05 2026

DJIA (Large Value)

-1.8%

BelowPeak Feb '26

Return

48.7%

[

12.6%

annualized]

Dec 30 2022 - May 05 2026

Russell 2000 (Small Cap)

New Peak

Return

61.5%

[

15.4%

annualized]

Dec 30 2022 - May 05 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 05 11:50 PM EDT, next update on next market open

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	7259.22	0.8%	1.7%	9.8%	4.7%	8.0%	29.5%	16.4%	6.0%	75.5%	72.8%	51.3%	102.9%	New Peak	May '26
DJIA (Large Value)	49298.25	0.7%	0.9%	5.6%	-1.6%	5.1%	20.7%	13.0%	2.6%	46.4%	42.7%	34.7%	68.8%	-1.8%	Feb '26
Russell 2000 (Small Cap)	2845.00	1.8%	3.9%	12.0%	6.5%	17.6%	43.5%	11.3%	14.6%	61.7%	26.9%	25.2%	68.6%	New Peak	May '26
NASDAQ Comp (Tech/Growth)	25326.13	1.0%	2.6%	15.1%	10.0%	9.9%	43.2%	20.4%	9.0%	107.0%	85.8%	60.0%	143.1%	New Peak	May '26
Aggregate Bond	98.77	0.2%	-0.2%	-0.3%	-0.7%	0.2%	4.5%	7.2%	-0.1%	10.4%	0.3%	0.3%	17.2%	-2.0%	Feb '26
Corp Bond	108.65	0.4%	-0.1%	-0.3%	-1.0%	-0.2%	5.8%	7.9%	-0.3%	13.8%	-0.5%	-1.5%	24.9%	-2.0%	Feb '26
High Yield Bond	79.92	0.2%	-0.3%	0.3%	-0.1%	2.0%	7.4%	8.6%	0.6%	27.0%	19.8%	17.1%	37.1%	-0.9%	Apr '26
Preferred	31.45	0.6%	0.9%	3.1%	0.5%	3.5%	10.1%	4.9%	2.7%	26.5%	8.9%	4.0%	27.6%	-0.6%	Feb '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	51.53	1.7%	1.1%	2.6%	0.5%	22.7%	25.5%	9.9%	14.1%	37.2%	30.8%	25.5%	61.2%	-3.5%	Feb '26
Consumer Discretionary/Cyclical	118.07	0.3%	1.1%	8.3%	0.3%	0.7%	20.5%	7.4%	-0.9%	64.4%	39.7%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	51.59	0.02%	-0.6%	3.4%	-4.4%	-0.7%	6.6%	14.9%	-5.3%	67.5%	49.7%	40.5%	80.7%	-8.1%	Jan '26
Real Estate	95.76	0.3%	0.9%	6.0%	4.9%	9.9%	12.1%	3.3%	9.4%	30.2%	19.2%	-1.6%	44.4%	-1.3%	Apr '26
Communication Services	115.63	-0.4%	0.3%	3.5%	0.2%	3.5%	19.9%	23.1%	-1.5%	104.8%	56.5%	54.6%	152.1%	-3.4%	Jan '26
Energy	59.45	0.10%	0.7%	-0.4%	12.4%	36.7%	52.4%	7.9%	33.8%	63.4%	171.2%	141.0%	67.0%	-5.0%	Mar '26
Industrials	172.41	0.8%	1.5%	4.7%	-0.2%	13.7%	30.9%	19.3%	11.5%	81.2%	78.4%	75.5%	114.5%	-3.4%	Mar '26
Technology	165.63	2.2%	4.1%	21.1%	17.5%	14.9%	55.9%	24.6%	15.2%	123.6%	149.6%	95.0%	191.6%	New Peak	May '26
Consumer Staples/Defensive	84.06	0.6%	1.4%	1.7%	-3.9%	12.7%	6.2%	1.5%	8.8%	18.2%	35.7%	21.9%	36.4%	-6.1%	Feb '26
Healthcare	145.30	0.4%	1.7%	-0.7%	-7.5%	0.4%	10.1%	14.5%	-5.8%	14.3%	27.8%	11.6%	26.3%	-8.9%	Feb '26
Utilities	46.37	0%	1.5%	0.4%	7.7%	6.4%	18.4%	16.0%	9.4%	47.2%	63.8%	48.7%	67.8%	-2.2%	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	152.35	1.1%	2.2%	8.7%	4.1%	10.3%	30.7%	22.4%	7.7%	74.1%	66.9%	53.7%	108.9%	New Peak	May '26
MSCI Emerging Markets	65.40	2.0%	4.3%	14.5%	8.9%	21.3%	48.3%	34.0%	19.5%	78.9%	35.9%	46.6%	106.5%	New Peak	May '26
FTSE Europe	86.87	1.6%	2.0%	3.7%	-1.4%	10.7%	21.0%	35.8%	4.4%	50.9%	52.2%	44.5%	111.8%	-3.6%	Feb '26
MSCI Japan	89.26	1.3%	2.8%	4.3%	-0.2%	11.7%	28.9%	25.9%	10.6%	63.9%	46.7%	47.3%	100.7%	-5.0%	Feb '26
MSCI India	49.16	1.1%	0.3%	4.0%	-7.7%	-8.3%	-8.4%	2.7%	-9.0%	19.8%	25.3%	6.5%	22.4%	-16.4%	Sep '24
MSCI China	57.22	-0.1%	0.7%	2.5%	-7.2%	-9.5%	8.4%	31.0%	-4.7%	29.4%	-20.8%	1.1%	54.7%	-13.5%	Oct '25
International Bond	47.89	0.10%	0.1%	0.0%	-0.9%	-0.7%	1.4%	2.9%	-0.2%	11.6%	1.0%	1.2%	17.1%	-2.2%	Feb '26
iShares Latin America	36.34	1.6%	1.9%	1.8%	0.8%	24.6%	53.2%	52.7%	19.3%	71.7%	77.4%	106.7%	85.4%	-4.6%	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	665.30	0.8%	1.7%	9.8%	5.1%	8.6%	31.1%	17.8%	6.4%	82.8%	85.4%	61.0%	113.3%	New Peak	May '26
US Large Growth	120.41	0.5%	1.4%	11.6%	5.5%	2.5%	31.4%	19.8%	1.9%	107.1%	112.7%	73.4%	150.2%	-1.6%	Oct '25
US Large Value	232.03	1.1%	2.2%	7.1%	3.7%	15.2%	29.1%	15.7%	10.7%	61.7%	59.2%	49.7%	81.7%	New Peak	May '26

US MidCap Blend	77.70	0.8%	2.4%	6.7%	3.6%	10.7%	26.0%	17.0%	7.5%	79.5%	81.1%	58.5%	104.9%	New Peak	May '26
US MidCap Growth	289.14	1.1%	4.1%	10.0%	5.8%	2.8%	15.4%	10.7%	3.8%	56.3%	37.5%	18.6%	75.1%	-2.7%	Oct '25
US MidCap Value	193.74	0.5%	1.0%	4.1%	1.9%	14.0%	26.1%	12.1%	9.8%	55.8%	51.3%	41.9%	71.6%	-0.5%	Apr '26

US Small Blend	286.69	1.2%	2.7%	8.0%	3.8%	15.3%	32.6%	8.9%	11.6%	61.6%	39.6%	34.4%	74.4%	New Peak	May '26
US Small Growth	368.21	1.9%	4.8%	15.2%	8.5%	15.4%	44.4%	12.9%	14.0%	67.2%	29.1%	27.8%	81.5%	New Peak	May '26
US Small Value	209.61	1.5%	2.7%	8.7%	4.9%	21.1%	45.8%	12.4%	16.0%	67.9%	39.6%	35.4%	70.6%	New Peak	May '26

Foreign Large Blend	102.04	1.3%	2.1%	3.6%	-0.6%	10.6%	22.7%	31.6%	6.3%	52.2%	50.1%	45.8%	102.6%	-3.4%	Feb '26
Foreign Growth	119.56	1.8%	2.8%	5.4%	0.1%	6.6%	15.5%	20.7%	5.0%	31.4%	23.5%	16.0%	75.8%	-3.1%	Feb '26
Foreign Value	77.03	1.1%	1.7%	2.2%	-1.0%	14.7%	30.2%	42.2%	7.9%	75.7%	79.4%	80.7%	131.8%	-3.6%	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	23.00	0.09%	-0.7%	0.3%	0.7%	0.0%	3.0%	3.6%	-0.1%	22.5%	28.1%	25.1%	30.9%	-0.9%	Jan '26
Ultra Short- Janus AAA CLO	50.56	0.04%	-0.3%	0.2%	0.6%	2.0%	5.0%	5.2%	1.1%	21.0%	25.6%	24.7%	26.9%	-0.3%	Apr '26
Bank Loan- Invesco	20.63	0.1%	0.2%	1.2%	1.3%	1.7%	6.2%	6.9%	0.3%	25.4%	29.5%	27.3%	33.7%	New Peak	May '26
Interval CEF- Cliffwater	10.39	0.10%	0.2%	0.9%	1.6%	3.3%	8.0%	8.9%	1.9%	36.0%	59.3%	50.1%	43.3%	New 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	57.38	0.8%	1.3%	10.0%	5.1%	10.8%	32.2%	17.7%	7.8%	90.5%	107.6%	101.0%	122.0%	New Peak	May '26
Int’l Min Volatility- Franklin	40.80	1.1%	1.1%	-0.4%	2.5%	17.1%	33.5%	27.1%	11.2%	76.3%	112.4%	98.4%	113.0%	-1.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	28.16	2.1%	4.3%	13.9%	7.4%	20.4%	35.4%	3.0%	16.0%	101.3%	115.3%	116.6%	122.7%	New Peak	May '26
Small Value- Avantis	120.16	1.3%	1.3%	7.1%	4.6%	24.7%	44.6%	7.4%	18.1%	76.8%	70.2%	59.9%	83.5%	New Peak	May '26
Mid Value- Pacer Cash Cows	63.66	0.7%	1.2%	1.8%	-0.3%	12.3%	25.2%	9.0%	6.1%	47.8%	62.4%	46.7%	58.7%	-1.7%	Feb '26
Growth- S&P Momentum	137.88	2.6%	5.4%	19.2%	15.4%	17.3%	44.0%	26.6%	15.9%	156.5%	164.5%	125.1%	176.6%	New Peak	May '26
Invesco S&P Quality	81.67	1.4%	2.1%	6.9%	2.7%	12.4%	24.1%	13.2%	9.2%	78.1%	90.5%	62.5%	114.2%	New Peak	May '26
Rotation Factor- BlackRock	64.53	0.9%	1.7%	9.2%	5.1%	8.4%	32.4%	20.0%	6.4%	103.8%	100.5%	79.9%	143.7%	New Peak	May '26
US Min Volatility- Fidelity	69.15	0.4%	1.4%	5.5%	1.4%	6.5%	17.9%	11.8%	4.0%	48.5%	59.8%	41.5%	72.6%	New Peak	May '26
Derivative Income- JPMorgan	56.50	-0.3%	-1.1%	-0.4%	-3.1%	3.8%	10.0%	8.1%	0.6%	29.8%	44.2%	30.3%	48.8%	-4.4%	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	17.20	0%	0.8%	4.6%	7.6%	9.8%	14.1%	6.5%	8.8%	33.2%	41.1%	40.9%	40.4%	New Peak	May '26
Multistrategy- AQR	14.68	-0.07%	0.1%	0.5%	2.4%	5.9%	15.4%	16.4%	4.8%	50.5%	72.5%	72.1%	53.8%	-0.1%	May '26
Long Short- AQR	20.55	0.1%	0.0%	-1.0%	-2.0%	3.6%	17.6%	34.4%	-2.9%	103.3%	157.8%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.67	0.6%	0.6%	2.6%	6.7%	12.5%	18.3%	18.3%	7.5%	72.8%	73.6%	81.7%	82.3%	New Peak	May '26
Multi Strategy- Variant	26.02	0%	0.1%	0.5%	1.8%	3.1%	6.8%	7.2%	1.9%	21.9%	46.8%	36.3%	27.8%	New Peak	May '26
Long Short- First Trust	73.88	0.9%	0.8%	4.7%	3.4%	4.5%	17.1%	9.1%	4.2%	49.8%	63.9%	49.6%	65.4%	New 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)	388.43	1.4%	11.0%	29.5%	20.4%	36.6%	138.8%	66.0%	24.2%	271.0%	235.1%	170.1%	301.4%	New Peak	May '26
Meta (Communications)	604.96	-0.9%	-9.6%	5.6%	-8.5%	-2.1%	3.3%	13.1%	-8.3%	161.9%	90.5%	80.1%	378.2%	-23.2%	Aug '25
Amazon (Cyclical)	273.55	0.6%	4.0%	28.6%	30.1%	12.6%	47.9%	5.2%	18.5%	158.9%	65.5%	60.5%	142.3%	New Peak	May '26
Tesla (Cyclical)	389.37	-0.8%	4.4%	10.4%	-5.3%	-12.7%	41.4%	11.4%	-13.4%	129.0%	76.0%	-2.6%	79.2%	-20.5%	Dec '25
Procter & Gamble (Defensive)	144.90	1.0%	-1.1%	2.3%	-8.3%	0.6%	-6.4%	-12.3%	2.6%	0.4%	21.8%	-0.2%	28.4%	-16.0%	Dec '24
PepsiCo (Defensive)	155.04	0.3%	-0.2%	-1.1%	-8.2%	11.6%	23.3%	-1.8%	9.0%	-11.7%	24.4%	2.5%	2.6%	-12.5%	May '23
Coca-Cola (Defensive)	78.48	0.4%	-0.5%	1.6%	0.0%	15.2%	12.6%	15.6%	13.0%	34.1%	67.0%	50.2%	58.0%	-3.1%	Feb '26
Exxon Mobil (Energy)	154.88	0.8%	0.1%	-5.2%	4.6%	37.4%	53.0%	16.0%	29.6%	57.8%	204.8%	182.8%	77.0%	-9.7%	Mar '26
Chevron (Energy)	192.64	0.2%	0.2%	-3.1%	7.6%	28.6%	48.5%	10.1%	27.6%	36.5%	117.6%	91.7%	41.1%	-8.8%	Mar '26
JPMorgan Chase (Financial)	309.40	0.6%	0.0%	4.7%	-3.5%	-0.3%	26.5%	37.3%	-3.1%	142.3%	118.5%	114.6%	224.6%	-7.1%	Jan '26
Visa (Financial)	322.03	-1.5%	-3.8%	6.2%	-2.7%	-4.0%	-6.7%	11.8%	-8.0%	42.1%	44.4%	50.2%	85.6%	-13.2%	Jun '25
Mastercard (Financial)	497.08	-1.5%	-5.4%	-0.7%	-9.3%	-9.9%	-10.6%	9.0%	-12.6%	31.5%	36.3%	37.6%	79.1%	-16.6%	Aug '25
Bank of America (Financial)	53.12	1.8%	0.5%	6.1%	-5.5%	0.8%	33.0%	28.0%	-2.9%	107.2%	42.8%	28.1%	94.7%	-6.7%	Jan '26
UnitedHealth (Health)	363.87	-1.9%	-1.9%	29.3%	32.5%	14.8%	-5.2%	-33.1%	11.1%	-21.9%	-4.5%	-21.9%	-22.3%	-39.7%	Nov '24
Johnson & Johnson (Health)	225.55	0.6%	-0.8%	-6.4%	-5.5%	22.0%	50.1%	47.5%	9.6%	51.6%	54.8%	48.6%	53.7%	-9.3%	Mar '26
Eli Lilly (Health)	988.87	2.2%	16.2%	6.7%	-6.4%	5.8%	28.5%	40.2%	-7.8%	136.3%	436.1%	278.4%	213.4%	-10.8%	Nov '25
Union Pacific (Industrials)	264.01	0.2%	-0.3%	7.5%	5.1%	22.5%	26.8%	3.9%	14.7%	40.6%	30.0%	17.5%	49.1%	-2.7%	Apr '26
Honeywell (Industrials)	209.06	-0.3%	-0.6%	-8.4%	-11.9%	7.9%	7.9%	-6.4%	7.7%	19.2%	7.5%	17.4%	38.3%	-15.7%	Mar '26
Nvidia (IT)	196.50	-1.0%	-6.1%	10.6%	6.0%	4.5%	73.1%	38.9%	5.4%	585.8%	1256.4%	553.7%	1610.9%	-9.3%	Apr '26
Broadcom (IT)	427.36	2.6%	5.4%	35.9%	28.6%	20.7%	115.3%	50.6%	23.7%	605.8%	953.0%	597.0%	949.0%	New Peak	May '26
Adobe (IT)	255.62	0.7%	4.9%	4.6%	-4.8%	-21.9%	-33.3%	-21.3%	-27.0%	-26.6%	-47.1%	-54.7%	-10.7%	-59.7%	Feb '24
Oracle (IT)	185.35	2.8%	13.1%	27.8%	30.2%	-23.5%	26.7%	18.1%	-4.3%	98.0%	148.7%	124.0%	203.5%	-43.1%	Sep '25
salesforce.com (IT)	186.99	0.8%	3.2%	1.3%	-2.0%	-21.5%	-31.1%	-20.2%	-29.2%	-4.0%	-13.0%	-25.7%	33.3%	-48.7%	Dec '24
Linde PLC (Materials)	500.29	1.4%	-0.9%	0.2%	12.0%	21.3%	13.4%	3.2%	17.7%	42.0%	80.7%	56.5%	92.9%	-2.0%	Apr '26
Sherwin-Williams (Materials)	312.46	0.6%	-1.7%	-1.2%	-13.5%	-5.9%	-10.6%	-3.8%	-3.4%	39.0%	14.4%	-4.2%	60.1%	-21.0%	Nov '24
American Tower (Real Estate)	178.12	-1.5%	0.0%	2.1%	5.0%	2.0%	-17.5%	-0.9%	2.5%	0.4%	-15.1%	-28.7%	9.1%	-22.1%	Sep '24
Prologis Inc. (Real Estate)	140.27	1.1%	1.0%	6.0%	3.2%	14.9%	38.9%	25.1%	10.8%	21.3%	40.9%	-3.3%	55.8%	-3.3%	Apr '26
NextEra Energy (Utilities)	96.28	0.8%	2.2%	3.8%	8.3%	19.0%	49.0%	15.5%	20.7%	39.2%	48.1%	17.9%	46.1%	-1.6%	Apr '26
Duke Energy (Utilities)	127.58	0.10%	0.8%	-2.9%	5.6%	4.7%	7.4%	12.7%	9.8%	44.3%	54.1%	45.5%	70.3%	-4.4%	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	15.92	0.3%	0.5%	1.8%	0.5%	2.4%	9.2%	9.4%	1.7%	21.9%	11.8%	10.2%	32.0%	-0.7%	Feb '26
Moderate-60% Stock	67.93	0.7%	1.3%	5.3%	2.3%	6.8%	20.4%	16.4%	5.0%	46.2%	38.3%	31.9%	67.4%	New Peak	May '26
Mod Agg-80% Stock	54.14	0.8%	1.7%	6.9%	3.3%	9.2%	26.0%	19.6%	6.7%	59.8%	50.8%	41.7%	86.2%	New Peak	May '26
Aggressive-90% Stock	33.14	0.9%	2.0%	9.1%	5.1%	12.1%	31.6%	20.9%	9.5%	63.9%	55.0%	43.9%	92.2%	New 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	80937.36	1.4%	6.8%	17.5%	14.7%	-20.1%	-16.4%	-6.3%	-7.5%	174.0%	43.5%	74.2%	322.5%	-35.1%	Oct '25
Ethereum	2376.99	1.3%	5.5%	12.8%	15.2%	-28.2%	31.0%	-11.0%	-19.9%	19.1%	-31.9%	-36.8%	83.6%	-50.8%	Aug '25
BNB	628.45	0.9%	1.8%	4.7%	-4.4%	-33.8%	4.3%	23.1%	-27.2%	92.2%	-0.8%	22.7%	131.9%	-52.0%	Oct '25
Solana	84.87	0.9%	2.2%	5.9%	-3.0%	-45.3%	-42.2%	-34.2%	-31.8%	271.8%	95.3%	-50.2%	172.3%	-67.6%	Jan '25
Bitcoin ETF	46.28	1.9%	8.3%	17.1%	16.6%	-19.2%	-14.2%	-6.4%	-6.8%	-	-	-	-	-35.1%	Oct '25
Grayscale Bitcoin (hi fee)	63.46	2.0%	8.1%	17.0%	16.2%	-19.7%	-15.3%	-7.6%	-7.2%	317.9%	55.4%	105.0%	526.7%	-35.5%	Oct '25
Bloomberg Commodities	25.39	-0.5%	0.4%	2.7%	20.4%	33.5%	42.7%	14.9%	30.0%	56.0%	75.8%	65.1%	43.1%	-0.5%	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	4.98	-0.8%	-0.1%	1.9%	2.7%	6.3%	3.6%	1.1%	3.0%	32.5%	122.9%	147.2%	28.3%	-2.3%	Oct '23
10yr Treasury rate	4.42	-0.7%	0.0%	1.9%	5.0%	7.9%	2.5%	-9.0%	6.1%	28.1%	182.9%	171.3%	13.2%	-11.5%	Oct '23
5yr Treasury rate	4.07	-0.5%	0.2%	2.3%	8.4%	10.4%	4.5%	-15.0%	9.4%	19.1%	410.9%	198.3%	-1.0%	-17.9%	Oct '23
13-week T-bill	3.60	0.3%	0.3%	-0.6%	0.3%	-4.3%	-14.5%	-15.7%	1.5%	-29.1%	44900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	100.45	-1.8%	-6.0%	-10.6%	58.1%	69.0%	70.0%	-19.9%	74.9%	40.8%	55.2%	32.0%	15.1%	-11.1%	Apr '26
Gold	4659.60	2.3%	2.5%	0.1%	-5.9%	17.1%	36.6%	64.5%	7.7%	131.0%	156.7%	159.0%	179.0%	-12.4%	Jan '26
USD/EUR	0.85	0%	-0.3%	-1.5%	0.5%	-1.9%	-3.2%	-11.4%	0.2%	-	3.0%	-3.0%	-17.2%	-12.6%	Jan '25
USD/JPY	157.80	0.07%	-1.5%	-1.2%	0.7%	2.4%	10.3%	-0.4%	0.9%	-	44.7%	37.1%	7.5%	-2.4%	Jul '24
S&P 500 Volatility Index	17.38	-5.0%	-7.6%	-28.1%	-14.7%	-10.9%	-29.8%	-13.8%	16.3%	1.1%	-5.5%	4.7%	-48.2%	-66.8%	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	50.69	0.04%	0.2%	0.6%	0.4%	1.7%	4.9%	6.1%	0.9%	19.0%	18.8%	18.3%	23.6%	New Peak	May '26
Interm Muni- JPMorgan	50.27	0.04%	-0.3%	0.4%	-0.5%	0.8%	5.0%	4.3%	0.4%	9.9%	5.9%	4.7%	16.3%	-1.4%	Feb '26
Interm Bond- Janus MSB	45.13	0.3%	-0.4%	-0.4%	-0.7%	0.8%	6.1%	8.8%	0.1%	12.6%	3.0%	3.6%	20.5%	-2.1%	Feb '26
Interm Bond- Vanguard	76.69	0.1%	-0.2%	-0.3%	-0.9%	-0.1%	4.5%	8.5%	-0.5%	11.3%	1.4%	1.6%	19.3%	-2.3%	Feb '26
Multisector Bond- Intrepid	8.96	0.11%	0.2%	1.2%	1.2%	3.0%	9.5%	8.2%	1.7%	31.8%	35.9%	30.4%	37.1%	New Peak	May '26
Int’l Bond- JPMorgan	47.90	0.1%	-0.2%	0.5%	-1.5%	0.0%	4.3%	8.2%	-0.5%	16.4%	13.9%	13.2%	27.2%	-2.3%	Feb '26
Long Bond- Vanguard	74.61	0.6%	0.1%	-0.3%	-1.3%	-1.0%	6.9%	7.2%	-0.3%	10.9%	-9.3%	-11.8%	24.4%	-3.3%	Oct '25
Long CA Muni- PIMCO	9.40	0%	0.2%	0.5%	-0.3%	0.4%	4.5%	3.3%	0.4%	9.6%	2.0%	0.6%	15.7%	-1.1%	Feb '26
Long Muni- iShares	57.12	0.02%	-0.3%	0.3%	-0.9%	0.7%	5.3%	3.4%	0.1%	8.3%	2.8%	2.1%	14.0%	-1.7%	Feb '26

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