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S&P 500

-0.1%

BelowPeak May '26

Return

95.7%

[

21.8%

annualized]

Dec 30 2022 - May 27 2026

DJIA (Large Value)

NewNew Peak

Return

52.8%

[

13.2%

annualized]

Dec 30 2022 - May 27 2026

Russell 2000 (Small Cap)

NewNew Peak

Return

66.0%

[

16.0%

annualized]

Dec 30 2022 - May 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 May 27 01:40 PM EDT, next update at 01:50 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	7513.81	-0.07%	1.1%	4.7%	9.2%	10.3%	26.9%	16.4%	9.8%	78.7%	78.9%	56.6%	110.1%	-0.1%	May '26
DJIA (Large Value)	50664.03	0.4%	1.3%	3.0%	3.4%	6.8%	19.6%	13.0%	5.4%	53.1%	47.0%	38.5%	73.4%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2923.30	0.09%	3.8%	4.8%	11.1%	17.6%	39.8%	11.3%	17.8%	64.9%	28.6%	28.6%	73.2%	NewNew Peak	May '26
NASDAQ Comp (Tech/Growth)	26624.69	-0.12%	1.3%	7.0%	17.5%	14.7%	38.7%	20.4%	14.6%	105.2%	93.8%	68.2%	155.6%	-0.1%	May '26
Aggregate Bond	98.79	0.07%	0.6%	-0.3%	-1.6%	-0.2%	5.2%	7.2%	0.2%	13.2%	0.7%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	108.88	0.09%	0.9%	0.0%	-1.4%	-0.6%	6.2%	7.9%	0.3%	16.7%	0.2%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	80.13	-0.06%	0.3%	0.0%	0.8%	1.9%	6.9%	8.6%	1.4%	29.3%	20.8%	18.0%	38.2%	-0.1%	Apr '26
Preferred	31.31	-0.10%	0.6%	-0.1%	0.7%	3.7%	9.2%	4.9%	2.7%	24.9%	8.5%	4.0%	27.6%	-1.3%	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	51.22	0.5%	3.0%	-1.1%	-3.7%	16.4%	19.8%	9.9%	13.5%	42.5%	29.5%	24.8%	60.2%	-4.0%	Feb '26
Consumer Discretionary/Cyclical	121.47	1.7%	3.0%	3.1%	4.2%	3.8%	12.9%	7.4%	1.9%	63.8%	46.2%	19.7%	80.1%	-2.2%	Jan '26
Financial Services	51.44	-0.8%	-0.4%	-0.7%	0.5%	-2.0%	2.5%	14.9%	-5.6%	68.1%	47.9%	40.1%	80.2%	-8.3%	Jan '26
Real Estate	97.23	0.01%	0.8%	2.6%	2.7%	8.9%	14.1%	3.3%	11.1%	38.4%	18.4%	-0.1%	46.6%	NewNew Peak	May '26
Communication Services	116.26	0.6%	0.1%	0.4%	-1.2%	2.2%	15.6%	23.1%	-0.9%	93.2%	54.7%	55.5%	153.5%	-2.9%	Jan '26
Energy	57.33	-0.9%	-4.1%	1.0%	3.2%	30.4%	43.1%	7.9%	29.1%	60.5%	164.4%	132.5%	61.0%	-8.4%	Mar '26
Industrials	174.55	0.1%	2.2%	1.2%	-1.2%	14.9%	23.4%	19.3%	12.8%	85.6%	79.1%	77.6%	117.2%	-2.2%	Mar '26
Technology	183.74	-0.8%	3.7%	14.4%	32.6%	29.9%	59.2%	24.6%	27.8%	127.7%	176.8%	116.3%	223.5%	-0.8%	May '26
Consumer Staples/Defensive	84.81	1.4%	-0.8%	3.0%	-5.2%	9.0%	5.9%	1.5%	9.8%	25.3%	36.8%	23.0%	37.6%	-5.2%	Feb '26
Healthcare	148.84	0.2%	1.2%	3.7%	-6.7%	-5.3%	14.6%	14.5%	-3.5%	22.7%	31.0%	14.4%	29.4%	-6.7%	Feb '26
Utilities	45.13	-0.5%	1.4%	-2.3%	-4.8%	1.7%	13.6%	16.0%	6.4%	53.1%	62.0%	44.8%	63.3%	-4.8%	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	157.50	-0.2%	1.5%	4.6%	6.9%	12.9%	28.8%	22.4%	11.3%	79.3%	71.4%	58.9%	116.0%	-0.2%	May '26
MSCI Emerging Markets	68.25	-0.2%	4.3%	7.2%	9.1%	27.6%	51.6%	34.0%	24.7%	88.5%	40.8%	53.0%	115.5%	-0.2%	May '26
FTSE Europe	89.19	-0.3%	1.1%	3.1%	-0.6%	11.7%	19.4%	35.8%	7.2%	60.2%	52.7%	48.4%	117.4%	-1.0%	Feb '26
MSCI Japan	92.15	-0.8%	1.0%	5.1%	-0.2%	14.9%	28.6%	25.9%	14.1%	67.2%	52.4%	52.1%	107.2%	-1.9%	Feb '26
MSCI India	48.56	0.03%	1.1%	-1.7%	-7.1%	-11.2%	-10.9%	2.7%	-10.1%	16.6%	18.1%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	55.35	-1.3%	-2.2%	-3.1%	-6.3%	-9.5%	4.7%	31.0%	-7.8%	34.1%	-24.6%	-2.2%	49.7%	-16.4%	Oct '25
International Bond	48.19	-0.07%	0.6%	0.5%	-1.4%	0.1%	2.2%	2.9%	0.6%	13.7%	2.0%	2.1%	18.2%	-1.4%	Feb '26
iShares Latin America	35.35	-0.04%	0.9%	-3.4%	-3.1%	17.0%	42.8%	52.7%	16.1%	62.9%	68.8%	101.0%	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	689.28	-0.11%	1.1%	4.8%	9.6%	11.0%	28.4%	17.8%	10.3%	86.0%	92.0%	66.8%	121.0%	-0.1%	May '26
US Large Growth	125.61	-0.04%	0.8%	4.7%	11.7%	6.4%	27.2%	19.8%	6.2%	106.0%	121.7%	80.9%	161.0%	-0.2%	May '26
US Large Value	237.83	-0.2%	1.7%	4.5%	5.9%	15.1%	27.8%	15.7%	13.5%	68.2%	62.8%	53.5%	86.2%	-0.2%	May '26

US MidCap Blend	78.48	-0.10%	1.8%	2.5%	2.9%	10.3%	21.6%	17.0%	8.6%	82.5%	80.2%	60.1%	107.0%	-0.1%	May '26
US MidCap Growth	293.36	-0.3%	2.5%	3.9%	5.6%	4.6%	9.8%	10.7%	5.3%	56.3%	36.1%	20.4%	77.7%	-1.2%	Oct '25
US MidCap Value	195.23	0.08%	1.4%	1.4%	1.0%	11.8%	23.0%	12.1%	10.7%	61.4%	51.6%	43.0%	72.9%	NewNew Peak	May '26

US Small Blend	292.87	-0.01%	2.9%	3.3%	6.1%	14.6%	28.5%	8.9%	14.0%	64.8%	41.7%	37.3%	78.2%	NewNew Peak	May '26
US Small Growth	379.88	0.05%	4.6%	6.2%	13.3%	16.9%	39.8%	12.9%	17.6%	70.6%	31.7%	31.9%	87.2%	NewNew Peak	May '26
US Small Value	214.66	-0.01%	2.9%	3.3%	9.0%	19.3%	43.1%	12.4%	18.8%	70.6%	40.8%	38.7%	74.7%	NewNew Peak	May '26

Foreign Large Blend	104.64	-0.5%	1.0%	3.2%	-0.7%	12.3%	21.3%	31.6%	9.0%	59.9%	51.7%	49.5%	107.8%	-1.0%	Feb '26
Foreign Growth	122.53	-0.3%	1.8%	3.2%	-0.4%	9.6%	13.7%	20.7%	7.6%	36.7%	24.1%	18.9%	80.2%	-0.7%	Feb '26
Foreign Value	78.99	-0.5%	0.3%	3.3%	-1.0%	15.3%	29.0%	42.2%	10.6%	85.9%	82.3%	85.3%	137.7%	-1.2%	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	22.99		0.02%	-0.5%	-0.1%	2.8%	0.4%	2.3%	3.6%	0.5%	23.9%	28.8%	25.9%	31.7%	-0.5%	May '26
Ultra Short- Janus AAA CLO	50.72		0.03%	0.1%	0.5%	1.5%	2.5%	5.4%	5.2%	1.8%	21.7%	26.5%	25.6%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.50		0.07%	0.0%	-0.3%	2.5%	0.7%	4.7%	6.9%	-0.4%	25.0%	28.2%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.2%	0.5%	1.6%	3.0%	7.5%	8.9%	2.2%	35.3%	58.5%	50.5%	43.7%	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	58.72		0.04%	1.3%	2.9%	8.2%	11.7%	28.5%	17.7%	10.3%	91.0%	110.2%	105.7%	127.2%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.37		-0.3%	-0.4%	2.5%	-0.1%	15.0%	31.5%	27.1%	12.8%	81.0%	113.8%	101.1%	116.0%	-0.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.20	p	EOD	3.6%	3.6%	9.6%	16.7%	25.1%	3.0%	16.2%	95.0%	114.2%	116.9%	123.0%	NewNew Peak	May '26
Small Value- Avantis	121.29		-0.05%	1.7%	1.4%	7.6%	20.9%	37.6%	7.4%	19.2%	76.4%	69.7%	61.4%	85.2%	-0.1%	May '26
Mid Value- Pacer Cash Cows	64.26		0.2%	1.2%	2.8%	-0.7%	9.6%	21.3%	9.0%	7.1%	51.0%	63.9%	48.1%	60.2%	-0.7%	Feb '26
Growth- S&P Momentum	149.21		-0.4%	4.1%	12.9%	25.2%	25.7%	43.0%	26.6%	25.4%	185.9%	185.3%	143.6%	199.4%	-0.4%	May '26
Invesco S&P Quality	85.62		0%	2.9%	6.7%	6.2%	15.9%	23.2%	13.2%	14.5%	84.5%	98.1%	70.4%	124.5%	NewNew Peak	May '26
Rotation Factor- BlackRock	67.00		-0.3%	1.0%	4.7%	10.1%	11.4%	30.0%	20.0%	10.5%	102.4%	106.1%	86.8%	153.0%	-0.3%	May '26
US Min Volatility- Fidelity	70.19		0.05%	0.8%	3.4%	3.0%	4.8%	16.3%	11.8%	5.6%	52.4%	63.7%	43.6%	75.2%	-0.1%	May '26
Derivative Income- JPMorgan	56.31		0.2%	0.2%	-0.5%	-3.9%	1.7%	9.1%	8.1%	1.1%	31.7%	44.3%	30.9%	49.4%	-3.9%	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	17.31	p	EOD	-0.1%	2.2%	8.0%	10.9%	14.1%	6.5%	9.5%	32.8%	41.1%	41.8%	41.3%	-0.7%	May '26
Multistrategy- AQR	14.75	p	EOD	0.1%	1.4%	1.0%	6.3%	14.6%	16.4%	5.3%	50.7%	73.9%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	20.91	p	EOD	0.2%	2.5%	-0.6%	3.3%	15.6%	34.4%	-1.2%	104.5%	162.1%	155.1%	143.3%	-1.8%	Dec '25
Mkt Neutral- BlackRock	16.06	p	EOD	0.7%	3.9%	7.3%	14.0%	20.5%	18.3%	10.2%	77.1%	79.3%	86.2%	86.9%	NewNew Peak	May '26
Multi Strategy- Variant	26.10	p	EOD	0.0%	0.5%	1.6%	2.9%	6.9%	7.2%	2.2%	21.7%	45.9%	36.7%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.34		-0.5%	0.0%	1.9%	4.4%	4.5%	14.8%	9.1%	4.8%	50.3%	63.3%	50.5%	66.4%	-0.5%	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)	391.50	0.7%	0.7%	11.7%	25.7%	22.5%	127.2%	66.0%	25.2%	216.8%	234.1%	172.2%	304.6%	-2.8%	May '26
Meta (Communications)	610.54	-0.3%	0.9%	-10.0%	-5.7%	-3.5%	-4.7%	13.1%	-7.4%	134.8%	84.9%	81.8%	382.6%	-22.5%	Aug '25
Amazon (Cyclical)	270.61	2.0%	2.1%	3.6%	28.9%	18.1%	31.4%	5.2%	17.2%	125.3%	67.6%	58.8%	139.7%	-1.6%	May '26
Tesla (Cyclical)	441.80	1.9%	5.9%	16.7%	9.8%	3.6%	21.7%	11.4%	-1.8%	128.7%	110.1%	10.5%	103.4%	-9.8%	Dec '25
Procter & Gamble (Defensive)	147.65	3.3%	3.7%	-0.5%	-11.0%	1.1%	-9.5%	-12.3%	4.5%	9.8%	24.2%	1.7%	30.8%	-14.4%	Dec '24
PepsiCo (Defensive)	148.35	1.8%	-0.6%	-3.7%	-11.8%	2.1%	17.4%	-1.8%	4.3%	-10.6%	18.2%	-1.9%	-1.8%	-16.3%	May '23
Coca-Cola (Defensive)	82.06	2.0%	0.6%	8.8%	1.3%	14.2%	17.6%	15.6%	18.2%	48.9%	71.6%	57.0%	65.1%	NewNew Peak	May '26
Exxon Mobil (Energy)	148.47	-0.9%	-5.0%	0.9%	-2.0%	31.1%	48.0%	16.0%	25.0%	56.4%	204.7%	173.0%	70.9%	-12.8%	Mar '26
Chevron (Energy)	183.09	-0.9%	-4.3%	-0.9%	-2.0%	23.7%	37.1%	10.1%	21.3%	33.6%	116.2%	82.2%	34.1%	-13.3%	Mar '26
JPMorgan Chase (Financial)	297.66	-3.0%	-1.4%	-4.5%	-0.4%	-2.3%	14.4%	37.3%	-6.7%	132.7%	105.5%	106.4%	212.3%	-10.6%	Jan '26
Visa (Financial)	329.16	0.8%	-0.5%	6.5%	3.0%	-1.0%	-7.7%	11.8%	-5.8%	49.7%	50.6%	53.8%	90.1%	-11.1%	Jun '25
Mastercard (Financial)	494.81	0.4%	-0.6%	-2.3%	-4.2%	-8.9%	-13.4%	9.0%	-13.0%	34.5%	40.7%	37.0%	78.3%	-17.0%	Aug '25
Bank of America (Financial)	51.13	-2.0%	-0.2%	-2.8%	3.2%	-2.5%	18.2%	28.0%	-6.5%	95.3%	35.7%	23.3%	87.4%	-10.2%	Jan '26
UnitedHealth (Health)	382.33	1.5%	-0.3%	7.8%	31.4%	17.6%	33.3%	-33.1%	16.7%	-15.8%	0.9%	-17.9%	-18.3%	-36.6%	Nov '24
Johnson & Johnson (Health)	231.90	0.7%	1.1%	2.9%	-6.7%	12.3%	54.2%	47.5%	12.7%	63.1%	57.2%	52.8%	58.0%	-6.7%	Mar '26
Eli Lilly (Health)	1082.80	1.7%	6.3%	24.9%	3.1%	-1.6%	50.4%	40.2%	1.1%	159.8%	469.8%	315.0%	243.7%	-2.1%	Nov '25
Union Pacific (Industrials)	276.84	2.1%	4.2%	2.9%	4.5%	21.4%	26.3%	3.9%	20.3%	53.6%	37.7%	23.3%	56.4%	NewNew Peak	May '26
Honeywell (Industrials)	233.55	0.8%	7.4%	10.7%	-3.6%	24.2%	11.8%	-6.4%	21.0%	36.4%	18.9%	31.8%	55.3%	-5.3%	Mar '26
Nvidia (IT)	212.25	-1.2%	-5.0%	-2.0%	19.8%	17.8%	56.7%	38.9%	13.8%	445.5%	1273.9%	606.1%	1748.1%	-10.0%	May '26
Broadcom (IT)	421.36	-0.2%	0.9%	0.8%	32.1%	6.4%	80.3%	50.6%	22.0%	439.5%	895.8%	587.2%	934.2%	-4.2%	May '26
Adobe (IT)	239.08	-0.6%	-5.6%	-0.1%	-8.9%	-24.7%	-42.1%	-21.3%	-31.7%	-42.4%	-52.0%	-57.6%	-16.4%	-62.3%	Feb '24
Oracle (IT)	188.81	-2.2%	0.3%	9.2%	30.3%	-7.3%	17.8%	18.1%	-2.5%	87.9%	155.8%	128.2%	209.1%	-42.0%	Sep '25
salesforce.com (IT)	178.47	-0.3%	-0.9%	-0.9%	-8.1%	-21.5%	-35.1%	-20.2%	-32.5%	-15.9%	-19.8%	-29.1%	27.3%	-51.0%	Dec '24
Linde PLC (Materials)	511.83	-0.6%	1.0%	0.2%	1.1%	26.4%	10.9%	3.2%	20.4%	49.4%	82.2%	60.2%	97.3%	-1.1%	May '26
Sherwin-Williams (Materials)	310.80	-0.1%	1.0%	-7.5%	-14.1%	-9.3%	-12.9%	-3.8%	-3.9%	38.9%	13.5%	-4.7%	59.2%	-21.4%	Nov '24
American Tower (Real Estate)	186.92	1.1%	1.6%	6.6%	-1.6%	5.2%	-9.3%	-0.9%	7.5%	13.8%	-14.4%	-25.1%	14.5%	-18.2%	Sep '24
Prologis Inc. (Real Estate)	146.46	-0.3%	1.2%	4.6%	3.6%	16.1%	42.1%	25.1%	15.6%	29.0%	44.4%	1.0%	62.7%	-0.3%	May '26
NextEra Energy (Utilities)	87.24	-0.5%	-1.2%	-8.0%	-7.0%	2.7%	32.0%	15.5%	9.4%	28.0%	36.0%	6.8%	32.4%	-10.9%	Apr '26
Duke Energy (Utilities)	125.21	0.2%	1.1%	-0.6%	-3.5%	3.2%	11.4%	12.7%	8.7%	58.4%	51.9%	44.0%	68.6%	-5.4%	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	16.06	p	EOD	0.8%	0.9%	0.2%	2.7%	9.2%	9.4%	2.6%	24.7%	12.8%	11.1%	33.2%	NewNew Peak	May '26
Moderate-60% Stock	69.27		-0.1%	1.1%	2.6%	3.3%	7.9%	19.4%	16.4%	7.1%	50.1%	40.6%	34.5%	70.7%	-0.1%	May '26
Mod Agg-80% Stock	55.64	p	EOD	1.6%	3.7%	4.9%	11.0%	24.6%	19.6%	9.7%	64.6%	53.9%	45.7%	91.4%	NewNew Peak	May '26
Aggressive-90% Stock	34.17	p	EOD	1.9%	4.4%	7.1%	14.6%	30.1%	20.9%	12.9%	69.6%	58.7%	48.4%	98.2%	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	74855.73	-1.3%	-3.4%	-3.2%	13.6%	-17.3%	-31.3%	-6.3%	-14.5%	180.2%	94.7%	61.1%	290.7%	-40.0%	Oct '25
Ethereum	2055.37	-0.7%	-3.4%	-10.8%	6.5%	-32.1%	-22.8%	-11.0%	-30.7%	12.4%	-24.9%	-45.4%	58.7%	-57.5%	Aug '25
BNB	651.50	-0.6%	0.4%	3.9%	6.1%	-26.9%	-5.2%	23.1%	-24.5%	112.3%	77.2%	27.2%	140.4%	-50.3%	Oct '25
Solana	83.52	-0.08%	-2.9%	-1.5%	1.9%	-41.6%	-52.8%	-34.2%	-32.9%	331.2%	148.7%	-51.0%	168.0%	-68.1%	Jan '25
Bitcoin ETF	42.40	-1.4%	-3.6%	-2.7%	14.0%	-16.9%	-32.2%	-6.4%	-14.6%	-	-	-	-	-40.5%	Oct '25
Grayscale Bitcoin (hi fee)	58.11	-1.4%	-3.6%	-2.8%	13.7%	-17.4%	-33.0%	-7.6%	-15.0%	365.1%	98.2%	87.7%	473.8%	-41.0%	Oct '25
Bloomberg Commodities	24.37	-1.2%	-3.7%	-1.2%	11.7%	26.1%	36.9%	14.9%	24.8%	53.4%	69.6%	58.4%	37.4%	-6.0%	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	5.02	-0.1%	-1.9%	1.6%	8.3%	8.1%	1.6%	1.1%	3.7%	26.5%	119.2%	149.0%	29.2%	-3.1%	May '26
10yr Treasury rate	4.48	-0.2%	-1.9%	3.4%	13.2%	12.2%	1.2%	-9.0%	7.7%	17.7%	178.6%	175.5%	14.9%	-10.1%	Oct '23
5yr Treasury rate	4.18	-0.10%	-1.1%	5.9%	19.0%	17.0%	3.9%	-15.0%	12.3%	6.1%	413.4%	206.2%	1.6%	-15.8%	Oct '23
13-week T-bill	3.58	0.08%	0.8%	-0.1%	0.2%	-4.5%	-14.7%	-15.7%	1.1%	-29.9%	71600.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	89.69	-4.5%	-8.7%	-6.9%	33.8%	52.9%	47.3%	-19.9%	56.2%	23.4%	34.2%	17.9%	2.8%	-20.6%	Apr '26
Gold	4482.50	-0.4%	-1.1%	-4.1%	-14.3%	7.6%	35.9%	64.5%	3.6%	130.6%	136.5%	149.1%	168.4%	-15.7%	Jan '26
USD/EUR	0.86	0.10%	0.0%	0.8%	1.5%	-0.5%	-2.5%	-11.4%	1.0%	-	4.9%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.55	0.2%	0.4%	0.1%	2.4%	2.1%	10.7%	-0.4%	2.0%	-	45.3%	38.6%	8.7%	-1.3%	Jul '24
S&P 500 Volatility Index	16.75	-1.5%	-4.0%	-7.0%	-15.7%	-2.6%	-11.7%	-13.8%	12.0%	-6.7%	0.1%	0.9%	-50.1%	-68.0%	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	50.60		0.01%	0.1%	0.2%	0.1%	1.5%	4.8%	6.1%	1.1%	19.7%	18.7%	18.5%	23.8%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.31		0.2%	0.8%	-0.1%	-1.0%	0.9%	5.4%	4.3%	0.8%	12.3%	6.0%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.10		-0.10%	0.6%	-0.6%	-1.7%	0.6%	7.3%	8.8%	0.4%	15.8%	3.5%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.61		0.04%	0.5%	-0.5%	-2.0%	-0.8%	4.9%	8.5%	-0.3%	14.1%	1.6%	1.9%	19.6%	-2.0%	Feb '26
Multisector Bond- Intrepid	9.01	p	EOD	0.7%	0.7%	2.2%	3.0%	8.6%	8.2%	2.3%	32.7%	36.0%	31.2%	37.9%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.16		0.08%	0.8%	0.3%	-1.2%	0.8%	5.2%	8.2%	0.6%	18.9%	15.2%	14.5%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	74.94		0.1%	1.4%	0.4%	-1.7%	-1.2%	7.6%	7.2%	0.6%	14.8%	-8.1%	-11.1%	25.5%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.37	p	EOD	0.6%	-0.4%	-1.4%	0.1%	4.8%	3.3%	0.1%	11.3%	1.3%	0.3%	15.3%	-1.4%	Feb '26
Long Muni- iShares	57.15		0.11%	0.7%	-0.3%	-1.4%	0.5%	5.7%	3.4%	0.4%	10.3%	3.0%	2.4%	14.3%	-1.4%	Feb '26

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BelowPeak May '26

DJIA (Large Value)

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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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