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S&P 500

New Peak

Return

86.8%

[

20.7%

annualized]

Dec 30 2022 - Apr 27 2026

DJIA (Large Value)

-2.0%

BelowPeak Feb '26

Return

48.3%

[

12.6%

annualized]

Dec 30 2022 - Apr 27 2026

Russell 2000 (Small Cap)

-0.2%

BelowPeak Apr '26

Return

58.3%

[

14.8%

annualized]

Dec 30 2022 - Apr 27 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 Apr 27 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	7173.91	0.12%	1.6%	12.6%	2.8%	4.1%	29.8%	16.4%	4.8%	72.1%	71.5%	49.6%	100.6%	New Peak	Apr '26
DJIA (Large Value)	49167.79	-0.13%	0.0%	8.9%	0.3%	3.1%	22.2%	13.0%	2.3%	44.2%	45.4%	34.4%	68.3%	-2.0%	Feb '26
Russell 2000 (Small Cap)	2788.19	0.04%	0.8%	13.8%	5.1%	11.2%	41.9%	11.3%	12.3%	57.6%	21.0%	22.7%	65.2%	-0.2%	Apr '26
NASDAQ Comp (Tech/Growth)	24887.10	0.2%	2.6%	18.8%	4.3%	4.4%	43.3%	20.4%	7.1%	103.5%	77.1%	57.2%	138.9%	New Peak	Apr '26
Aggregate Bond	99.44	-0.2%	0.0%	1.3%	0.3%	0.1%	4.6%	7.2%	0.5%	11.1%	1.3%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	109.29	-0.3%	-0.3%	2.0%	-0.1%	-1.0%	5.6%	7.9%	0.3%	13.4%	0.8%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	80.51	0.04%	0.2%	2.8%	0.8%	2.1%	8.3%	8.6%	1.3%	27.5%	21.0%	18.0%	38.1%	-0.2%	Apr '26
Preferred	31.49	-0.10%	0.8%	4.9%	0.1%	1.9%	10.1%	4.9%	2.9%	20.8%	8.4%	4.1%	27.8%	-0.5%	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	51.78	-0.3%	0.0%	5.9%	4.1%	17.4%	27.6%	9.9%	14.7%	36.3%	37.1%	26.1%	61.9%	-3.0%	Feb '26
Consumer Discretionary/Cyclical	117.84	-0.7%	-0.9%	11.5%	-3.0%	-1.9%	20.2%	7.4%	-1.1%	63.3%	37.7%	16.2%	74.7%	-5.2%	Jan '26
Financial Services	51.81	0.8%	-0.9%	8.4%	-1.7%	-1.4%	9.2%	14.9%	-4.9%	63.9%	57.2%	41.1%	81.5%	-7.7%	Jan '26
Real Estate	94.78	-0.5%	-0.6%	8.9%	7.1%	6.4%	12.6%	3.3%	8.3%	28.4%	17.1%	-2.6%	42.9%	-2.3%	Apr '26
Communication Services	115.81	0.2%	-1.2%	8.2%	-0.5%	0.0%	23.8%	23.1%	-1.3%	99.8%	58.2%	54.9%	152.5%	-3.2%	Jan '26
Energy	56.77	-0.2%	1.6%	-9.3%	14.2%	31.9%	41.3%	7.9%	27.8%	47.0%	172.3%	130.2%	59.4%	-9.3%	Mar '26
Industrials	172.51	0.02%	0.6%	8.4%	5.4%	12.2%	35.1%	19.3%	11.5%	80.4%	82.7%	75.6%	114.7%	-3.3%	Mar '26
Technology	160.57	0.2%	3.8%	23.6%	7.7%	6.6%	55.2%	24.6%	11.7%	117.4%	135.3%	89.0%	182.7%	New Peak	Apr '26
Consumer Staples/Defensive	82.34	-1.1%	0.6%	0.7%	0.6%	6.4%	5.0%	1.5%	6.6%	15.4%	36.5%	19.4%	33.6%	-8.0%	Feb '26
Healthcare	143.46	-0.5%	-1.7%	0.1%	-6.6%	-0.5%	5.3%	14.5%	-6.9%	12.9%	27.2%	10.2%	24.7%	-10.1%	Feb '26
Utilities	46.19	0.02%	2.8%	1.3%	7.3%	4.0%	20.7%	16.0%	9.0%	46.8%	63.8%	48.2%	67.1%	-2.5%	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	150.51	0.01%	1.2%	11.9%	2.5%	6.5%	31.4%	22.4%	6.4%	71.5%	64.6%	51.9%	106.4%	-0.3%	Apr '26
MSCI Emerging Markets	63.64	-0.2%	2.2%	15.3%	4.8%	15.9%	49.7%	34.0%	16.3%	75.2%	29.9%	42.7%	101.0%	-0.2%	Apr '26
FTSE Europe	86.55	-0.6%	-0.4%	8.9%	-1.0%	7.7%	22.6%	35.8%	4.0%	50.6%	52.1%	44.0%	111.0%	-3.9%	Feb '26
MSCI Japan	87.68	0.4%	0.6%	7.7%	2.9%	8.4%	27.9%	25.9%	8.6%	62.9%	45.7%	44.7%	97.1%	-6.7%	Feb '26
MSCI India	49.38	-0.4%	-0.8%	7.8%	-4.1%	-9.5%	-7.3%	2.7%	-8.6%	21.2%	27.8%	7.0%	22.9%	-16.0%	Sep '24
MSCI China	57.12	-1.2%	-1.8%	4.2%	-10.6%	-11.2%	12.6%	31.0%	-4.9%	29.6%	-23.6%	0.9%	54.5%	-13.7%	Oct '25
International Bond	48.05	-0.2%	-0.1%	1.1%	-0.3%	-0.7%	1.6%	2.9%	0.1%	12.0%	1.2%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	36.60	-0.6%	-1.6%	8.0%	0.1%	28.4%	52.8%	52.7%	20.2%	74.9%	78.6%	108.2%	86.8%	-3.9%	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	657.50	0.2%	1.6%	12.8%	3.1%	4.7%	31.4%	17.8%	5.2%	79.2%	84.0%	59.1%	110.8%	New Peak	Apr '26
US Large Growth	479.94	0.2%	1.8%	16.3%	1.5%	-1.8%	32.2%	18.3%	1.5%	97.5%	89.7%	60.1%	135.1%	-2.2%	Oct '25
US Large Value	227.67	0.01%	0.8%	8.4%	4.2%	11.4%	28.0%	15.7%	8.7%	55.9%	59.3%	46.9%	78.3%	New Peak	Apr '26

US MidCap Blend	76.58	-0.2%	-0.1%	8.3%	2.7%	6.4%	26.3%	17.0%	5.9%	74.9%	75.8%	56.2%	102.0%	-0.7%	Apr '26
US MidCap Growth	282.36	-0.3%	-0.1%	11.9%	0.0%	-4.0%	15.1%	10.7%	1.4%	51.3%	27.6%	15.9%	71.0%	-4.9%	Oct '25
US MidCap Value	192.44	-0.09%	-0.1%	5.8%	4.4%	12.1%	26.8%	12.1%	9.1%	52.6%	52.9%	40.9%	70.4%	-0.5%	Feb '26

US Small Blend	283.57	0.06%	-0.2%	10.7%	4.2%	10.8%	33.2%	8.9%	10.3%	58.2%	35.3%	32.9%	72.5%	-0.9%	Apr '26
US Small Growth	357.83	-0.10%	0.7%	16.4%	3.9%	8.1%	42.0%	12.9%	10.8%	62.9%	18.0%	24.2%	76.4%	-0.2%	Apr '26
US Small Value	207.80	0.4%	1.2%	11.4%	7.1%	16.2%	45.6%	12.4%	15.0%	64.6%	39.1%	34.2%	69.1%	New Peak	Apr '26

Foreign Large Blend	101.38	-0.4%	-0.2%	8.1%	0.4%	7.9%	24.0%	31.6%	5.6%	51.8%	49.9%	44.8%	101.3%	-4.1%	Feb '26
Foreign Growth	118.75	-0.4%	-0.1%	10.4%	-1.3%	2.9%	17.5%	20.7%	4.2%	31.4%	22.0%	15.2%	74.6%	-3.8%	Feb '26
Foreign Value	76.48	-0.3%	-0.2%	6.4%	2.0%	13.1%	30.9%	42.2%	7.1%	74.4%	80.9%	79.4%	130.1%	-4.3%	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	23.17	-0.04%	0.2%	1.9%	0.4%	1.0%	4.0%	3.6%	0.6%	23.4%	29.0%	26.1%	31.9%	-0.2%	Jan '26
Ultra Short- Janus AAA CLO	50.66	0.02%	0.1%	0.7%	0.9%	2.3%	5.6%	5.2%	1.3%	21.4%	25.8%	24.9%	27.2%	New Peak	Apr '26
Bank Loan- Invesco	20.56	0.2%	0.0%	1.6%	0.4%	1.5%	6.3%	6.9%	0.0%	24.7%	29.1%	26.9%	33.2%	-0.3%	Jan '26
Interval CEF- Cliffwater	10.37	0.10%	0.2%	0.8%	1.4%	3.3%	8.1%	8.9%	1.7%	36.0%	59.3%	49.8%	43.0%	New Peak	Apr '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	57.04	0.07%	1.9%	14.4%	4.0%	7.0%	34.6%	17.7%	7.1%	88.5%	111.1%	99.8%	120.7%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.38	-0.6%	0.0%	2.0%	6.5%	16.7%	33.4%	27.1%	10.1%	74.8%	113.3%	96.3%	110.8%	-2.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.22	0.2%	0.9%	14.8%	6.1%	12.4%	32.4%	3.0%	12.2%	94.3%	110.9%	109.4%	115.2%	-0.3%	Apr '26
Small Value- Avantis	119.61	0.5%	1.6%	9.5%	10.7%	21.2%	46.2%	7.4%	17.6%	72.5%	73.4%	59.1%	82.6%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	62.52	-0.2%	-1.1%	1.3%	0.9%	9.5%	23.6%	9.0%	4.2%	42.0%	63.6%	44.0%	55.8%	-3.4%	Feb '26
Growth- S&P Momentum	132.11	0.4%	4.3%	19.8%	11.2%	7.6%	41.6%	26.6%	11.0%	142.2%	147.5%	115.7%	165.1%	New Peak	Apr '26
Invesco S&P Quality	80.27	-0.6%	0.8%	8.3%	3.6%	8.4%	24.4%	13.2%	7.4%	73.3%	87.1%	59.7%	110.5%	-0.6%	Apr '26
Rotation Factor- BlackRock	63.98	0.09%	1.4%	12.6%	3.8%	5.5%	34.0%	20.0%	5.5%	99.6%	99.5%	78.3%	141.6%	New Peak	Apr '26
US Min Volatility- Fidelity	67.90	-0.5%	-0.1%	7.0%	0.2%	3.0%	17.0%	11.8%	2.2%	45.4%	58.6%	39.0%	69.5%	-1.1%	Apr '26
Derivative Income- JPMorgan	57.05	-0.5%	-0.8%	3.5%	-0.4%	3.7%	12.6%	8.1%	1.6%	30.4%	48.0%	31.6%	50.2%	-3.4%	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	16.93	0.6%	1.0%	2.9%	6.4%	7.4%	14.1%	6.5%	7.1%	31.4%	39.2%	38.7%	38.2%	New Peak	Apr '26
Multistrategy- AQR	14.54	0.2%	0.8%	1.1%	1.5%	5.4%	15.0%	16.4%	3.8%	47.5%	74.5%	70.5%	52.3%	-0.5%	Apr '26
Long Short- AQR	20.40	0.2%	1.9%	0.2%	-2.1%	3.3%	18.0%	34.4%	-3.6%	99.4%	169.9%	148.9%	137.4%	-4.2%	Dec '25
Mkt Neutral- BlackRock	15.45	0.06%	1.0%	1.8%	5.3%	10.4%	18.6%	18.3%	6.0%	69.6%	74.3%	79.1%	79.8%	New Peak	Apr '26
Multi Strategy- Variant	26.17	0%	0.0%	0.5%	1.9%	3.0%	6.8%	7.2%	1.7%	21.9%	47.1%	36.1%	27.6%	New Peak	Apr '26
Long Short- First Trust	72.92	0.05%	1.0%	5.1%	1.6%	3.5%	16.3%	9.1%	2.8%	47.1%	62.8%	47.6%	63.3%	New Peak	Apr '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)	350.34	1.7%	5.4%	27.7%	4.3%	31.2%	118.9%	66.0%	12.0%	229.1%	199.5%	143.6%	262.1%	New Peak	Apr '26
Meta (Communications)	678.62	0.5%	1.5%	29.1%	1.6%	-9.5%	23.8%	13.1%	2.9%	184.6%	122.7%	102.0%	436.4%	-13.9%	Aug '25
Amazon (Cyclical)	261.12	-1.1%	4.5%	31.0%	7.5%	13.9%	39.1%	5.2%	13.1%	147.6%	51.0%	53.2%	131.3%	-1.1%	Apr '26
Tesla (Cyclical)	378.67	0.6%	-2.0%	4.7%	-12.2%	-17.8%	32.5%	11.4%	-15.8%	130.5%	63.6%	-5.3%	74.3%	-22.7%	Dec '25
Procter & Gamble (Defensive)	148.40	0.1%	5.1%	4.8%	1.5%	-0.5%	-5.7%	-12.3%	5.1%	2.6%	28.3%	2.2%	31.5%	-14.0%	Dec '24
PepsiCo (Defensive)	154.10	-0.9%	-0.5%	0.7%	4.7%	4.6%	19.8%	-1.8%	8.3%	-10.7%	26.9%	1.9%	2.0%	-13.1%	May '23
Coca-Cola (Defensive)	75.44	-1.6%	1.0%	-0.4%	4.0%	9.0%	8.1%	15.6%	8.7%	28.6%	63.4%	44.3%	51.8%	-6.9%	Feb '26
Exxon Mobil (Energy)	148.19	-0.5%	-0.1%	-13.3%	8.4%	30.8%	41.1%	16.0%	24.0%	38.7%	208.9%	170.6%	69.4%	-13.6%	Mar '26
Chevron (Energy)	184.78	-0.2%	-0.6%	-12.5%	9.8%	22.4%	37.8%	10.1%	22.4%	24.4%	116.3%	83.9%	35.3%	-12.5%	Mar '26
JPMorgan Chase (Financial)	311.63	1.1%	-0.4%	10.7%	4.1%	3.0%	30.6%	37.3%	-2.4%	141.4%	132.3%	116.1%	227.0%	-6.4%	Jan '26
Visa (Financial)	309.65	0.07%	-0.1%	4.8%	-5.1%	-10.4%	-7.6%	11.8%	-11.5%	36.1%	37.6%	44.4%	78.5%	-16.6%	Jun '25
Mastercard (Financial)	506.43	0.4%	-1.0%	4.8%	-2.7%	-10.2%	-4.7%	9.0%	-11.0%	35.6%	31.8%	40.2%	82.5%	-15.1%	Aug '25
Bank of America (Financial)	52.63	1.1%	-1.6%	12.1%	2.2%	0.6%	35.3%	28.0%	-3.8%	94.3%	48.5%	26.9%	92.9%	-7.6%	Jan '26
UnitedHealth (Health)	354.69	-0.06%	2.5%	36.9%	21.6%	-2.2%	-13.2%	-33.1%	8.3%	-23.5%	-2.1%	-23.9%	-24.2%	-41.2%	Nov '24
Johnson & Johnson (Health)	225.34	-0.9%	-0.4%	-6.3%	-0.5%	22.0%	49.1%	47.5%	9.5%	50.5%	60.2%	48.5%	53.5%	-9.3%	Mar '26
Eli Lilly (Health)	868.27	-1.8%	-3.8%	-1.1%	-15.0%	6.2%	-0.3%	40.2%	-19.1%	124.3%	405.5%	232.2%	175.2%	-21.6%	Nov '25
Union Pacific (Industrials)	268.91	0.08%	7.0%	12.6%	18.7%	25.0%	29.5%	3.9%	16.9%	47.2%	33.0%	19.7%	51.9%	-0.9%	Apr '26
Honeywell (Industrials)	212.05	-0.5%	-4.6%	-5.0%	-1.6%	6.1%	14.5%	-6.4%	9.2%	20.1%	11.8%	19.0%	40.3%	-14.5%	Mar '26
Nvidia (IT)	216.61	4.0%	8.4%	29.3%	13.1%	7.8%	99.3%	38.9%	16.2%	681.3%	1321.5%	620.6%	1786.0%	New Peak	Apr '26
Broadcom (IT)	418.20	-1.1%	4.0%	39.1%	25.8%	12.6%	119.0%	50.6%	21.1%	594.6%	906.6%	582.0%	926.5%	-1.1%	Apr '26
Adobe (IT)	239.31	-2.5%	-3.2%	1.9%	-20.1%	-33.5%	-35.1%	-21.3%	-31.6%	-36.6%	-53.6%	-57.6%	-16.4%	-62.3%	Feb '24
Oracle (IT)	172.96	-0.2%	-4.5%	24.3%	0.4%	-38.0%	24.7%	18.1%	-10.7%	89.2%	147.5%	109.0%	183.2%	-46.9%	Sep '25
salesforce.com (IT)	180.18	1.1%	-3.7%	0.7%	-20.8%	-28.8%	-31.7%	-20.2%	-31.8%	-7.8%	-22.8%	-28.4%	28.5%	-50.5%	Dec '24
Linde PLC (Materials)	510.75	0.09%	3.2%	4.0%	13.5%	16.2%	15.5%	3.2%	20.2%	43.7%	90.4%	59.8%	96.9%	New Peak	Apr '26
Sherwin-Williams (Materials)	336.10	-0.5%	0.4%	6.6%	-3.6%	-4.7%	2.1%	-3.8%	4.0%	45.3%	30.6%	3.0%	72.2%	-15.0%	Nov '24
American Tower (Real Estate)	175.30	-1.6%	0.3%	4.4%	-0.3%	-2.2%	-14.0%	-0.9%	0.8%	-4.8%	-19.0%	-29.8%	7.4%	-23.3%	Sep '24
Prologis Inc. (Real Estate)	140.02	-1.5%	-1.3%	8.6%	11.0%	13.1%	40.2%	25.1%	10.6%	23.0%	40.2%	-3.5%	55.6%	-3.5%	Apr '26
NextEra Energy (Utilities)	94.83	-0.5%	4.7%	3.8%	9.0%	15.0%	47.5%	15.5%	18.9%	35.1%	40.0%	16.1%	43.9%	-1.5%	Apr '26
Duke Energy (Utilities)	127.09	-0.1%	1.1%	-2.2%	6.6%	2.9%	9.0%	12.7%	9.4%	44.5%	56.6%	44.9%	69.6%	-4.8%	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	15.94	0%	0.3%	3.4%	0.8%	1.6%	9.2%	9.4%	1.9%	22.0%	12.1%	10.3%	32.2%	-0.6%	Feb '26
Moderate-60% Stock	67.52	-0.06%	0.7%	7.5%	1.8%	4.6%	20.9%	16.4%	4.4%	45.1%	37.7%	31.1%	66.4%	-0.3%	Apr '26
Mod Agg-80% Stock	53.65	0%	0.7%	9.5%	2.2%	6.0%	26.4%	19.6%	5.8%	58.0%	49.1%	40.5%	84.5%	-0.3%	Apr '26
Aggressive-90% Stock	32.72	0.03%	1.2%	11.9%	3.5%	8.5%	32.2%	20.9%	8.1%	61.6%	52.3%	42.1%	89.8%	New Peak	Apr '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	76834.27	-0.6%	0.6%	15.8%	-13.8%	-32.0%	-19.1%	-6.3%	-12.2%	161.9%	40.1%	65.4%	301.1%	-38.4%	Oct '25
Ethereum	2288.76	-0.5%	-1.7%	14.9%	-23.9%	-42.5%	27.2%	-11.0%	-22.9%	20.9%	-16.7%	-39.2%	76.8%	-52.6%	Aug '25
BNB	624.22	-0.3%	-1.2%	1.8%	-30.7%	-43.4%	2.9%	23.1%	-27.7%	92.4%	10.9%	21.9%	130.4%	-52.4%	Oct '25
Solana	84.12	-0.7%	-2.2%	1.3%	-32.8%	-56.7%	-43.1%	-34.2%	-32.4%	260.0%	87.7%	-50.6%	169.9%	-67.9%	Jan '25
Bitcoin ETF	43.56	-1.0%	2.5%	16.5%	-13.8%	-32.5%	-19.2%	-6.4%	-12.3%	-	-	-	-	-38.9%	Oct '25
Grayscale Bitcoin (hi fee)	59.77	-1.0%	2.4%	16.4%	-14.0%	-32.9%	-20.1%	-7.6%	-12.6%	303.0%	43.2%	93.1%	490.2%	-39.3%	Oct '25
Bloomberg Commodities	24.65	0.7%	2.0%	2.3%	11.8%	31.3%	37.4%	14.9%	26.2%	49.3%	75.9%	60.2%	39.0%	-0.3%	Apr '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	4.94	0.5%	0.9%	-0.8%	1.7%	8.7%	5.3%	1.1%	2.1%	34.4%	114.9%	145.1%	27.2%	-3.2%	Oct '23
10yr Treasury rate	4.34	0.6%	1.0%	-2.3%	2.0%	8.9%	2.8%	-9.0%	4.2%	25.6%	167.7%	166.3%	11.1%	-13.1%	Oct '23
5yr Treasury rate	3.95	0.7%	1.0%	-3.0%	2.7%	9.2%	3.4%	-15.0%	6.0%	11.6%	356.8%	189.2%	-4.0%	-20.4%	Oct '23
13-week T-bill	3.59	-0.08%	-0.2%	-0.5%	0.2%	-3.5%	-14.4%	-15.7%	1.2%	-27.1%	44775.0%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	97.33	1.0%	5.6%	-2.3%	54.0%	61.8%	56.9%	-19.9%	69.5%	26.8%	52.4%	27.9%	11.5%	-13.8%	Apr '26
Gold	4687.00	0.2%	-0.2%	4.3%	-11.6%	18.2%	40.6%	64.5%	8.4%	135.5%	164.3%	160.5%	180.6%	-11.9%	Jan '26
USD/EUR	0.85	0.08%	0.2%	-1.5%	2.6%	-0.6%	-2.6%	-11.4%	0.3%	-	3.6%	-2.9%	-17.1%	-12.6%	Jan '25
USD/JPY	159.11	-0.2%	-0.2%	-0.4%	4.4%	4.2%	11.9%	-0.4%	1.7%	-	46.6%	38.2%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	18.02	-3.7%	-7.6%	-42.0%	10.2%	9.7%	-28.3%	-13.8%	20.5%	14.2%	4.3%	8.6%	-46.3%	-65.6%	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	50.66	-0.02%	0.1%	0.7%	0.6%	1.6%	4.9%	6.1%	0.8%	18.9%	18.7%	18.2%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.54	0%	0.1%	1.6%	0.4%	1.2%	6.0%	4.3%	1.0%	10.9%	6.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.58	-0.09%	0.2%	1.9%	0.5%	1.2%	6.7%	8.8%	1.1%	13.9%	4.2%	4.7%	21.7%	-1.1%	Feb '26
Interm Bond- Vanguard	77.28	-0.2%	-0.1%	1.4%	0.4%	0.1%	4.9%	8.5%	0.3%	12.2%	2.6%	2.4%	20.2%	-1.5%	Feb '26
Multisector Bond- Intrepid	9.00	0%	-0.1%	2.0%	0.9%	2.5%	9.1%	8.2%	1.6%	31.8%	36.4%	30.3%	37.0%	-0.1%	Apr '26
Int’l Bond- JPMorgan	48.27	-0.02%	-0.2%	2.3%	-0.6%	0.2%	5.0%	8.2%	0.3%	17.4%	14.6%	14.1%	28.2%	-1.6%	Feb '26
Long Bond- Vanguard	74.99	-0.4%	-0.5%	2.6%	-0.6%	-2.8%	5.7%	7.2%	0.2%	9.6%	-7.9%	-11.4%	25.1%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.44	0%	0.0%	1.8%	0.3%	0.7%	5.3%	3.3%	0.5%	10.1%	2.2%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.48	0%	0.1%	1.9%	0.1%	1.3%	6.5%	3.4%	0.8%	9.1%	3.3%	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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performance monitoring, and client presentations.
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