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S&P 500

Return

95.6%

[

21.4%

annualized]

Dec 30 2022 - Jun 17 2026

DJIA (Large Value)

Return

57.5%

[

14.0%

annualized]

Dec 30 2022 - Jun 17 2026

Russell 2000 (Small Cap)

Return

68.9%

[

16.3%

annualized]

Dec 30 2022 - Jun 17 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 17 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	7511.23	0.00%	3.4%	1.4%	11.8%	11.8%	25.5%	16.4%	9.7%	70.3%	77.9%	56.6%	110.0%	-1.3%	Jun '26
DJIA (Large Value)	52198.12	0.4%	4.6%	5.4%	11.1%	9.0%	23.6%	13.0%	8.6%	52.2%	54.3%	42.7%	78.7%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2974.19	1.2%	4.9%	6.5%	18.0%	19.3%	41.5%	11.3%	19.8%	58.6%	30.0%	30.9%	76.2%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	26372.31	-0.02%	4.8%	0.6%	17.3%	16.2%	35.1%	20.4%	13.5%	92.6%	86.2%	66.6%	153.2%	-2.7%	Jun '26
Aggregate Bond	99.06	0.09%	0.8%	1.1%	-0.1%	0.6%	4.7%	7.2%	0.5%	12.5%	0.5%	1.0%	17.9%	-1.3%	Feb '26
Corp Bond	109.26	0.13%	1.0%	1.3%	0.8%	0.8%	5.5%	7.9%	0.7%	15.4%	-1.2%	-0.6%	26.1%	-1.1%	Feb '26
High Yield Bond	80.04	0.02%	0.7%	0.7%	1.3%	1.8%	6.3%	8.6%	1.3%	27.0%	20.0%	17.9%	38.0%	-0.3%	May '26
Preferred	31.29	0.3%	1.7%	0.2%	2.2%	2.6%	9.0%	4.9%	2.7%	22.3%	6.9%	3.9%	27.5%	-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	53.18	0.9%	7.2%	5.7%	7.9%	18.8%	24.3%	9.9%	17.8%	38.0%	43.1%	29.5%	66.3%	-0.4%	Feb '26
Consumer Discretionary/Cyclical	117.44	-0.9%	3.5%	0.8%	4.0%	-2.2%	12.5%	7.4%	-1.5%	44.6%	41.3%	15.8%	74.1%	-5.5%	Jan '26
Financial Services	54.63	0.5%	4.6%	6.9%	10.8%	0.9%	10.4%	14.9%	0.2%	70.7%	65.0%	48.7%	91.4%	-2.6%	Jan '26
Real Estate	97.09	-1.0%	-0.6%	3.4%	5.1%	10.8%	12.7%	3.3%	10.9%	30.6%	13.4%	-0.3%	46.4%	-1.4%	Jun '26
Communication Services	110.36	-1.7%	-0.6%	-4.9%	-4.0%	-4.1%	8.0%	23.1%	-6.0%	76.1%	46.0%	47.6%	140.6%	-7.8%	Jan '26
Energy	55.11	-0.5%	-5.4%	-7.3%	-5.2%	24.9%	28.3%	7.9%	24.1%	50.3%	145.3%	123.4%	54.8%	-11.9%	Mar '26
Industrials	182.11	1.3%	7.3%	6.2%	9.7%	19.4%	29.5%	19.3%	17.7%	80.6%	94.7%	85.3%	126.6%	NewNew Peak	Jun '26
Technology	188.78	1.3%	6.9%	7.1%	35.5%	35.8%	57.3%	24.6%	31.3%	122.6%	173.5%	122.2%	232.4%	-4.8%	Jun '26
Consumer Staples/Defensive	84.43	-1.4%	-1.2%	-0.2%	0.2%	7.5%	7.7%	1.5%	9.3%	22.7%	37.4%	22.4%	37.0%	-5.7%	Feb '26
Healthcare	152.19	-0.5%	-0.4%	4.9%	2.1%	-0.2%	16.1%	14.5%	-1.3%	21.0%	31.8%	16.9%	32.3%	-4.6%	Feb '26
Utilities	44.79	-0.6%	1.8%	2.1%	-4.3%	6.3%	14.6%	16.0%	5.7%	45.9%	58.3%	43.7%	62.1%	-5.5%	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	158.01	0.4%	3.8%	2.6%	11.4%	14.0%	28.3%	22.4%	11.7%	71.7%	70.7%	59.4%	116.7%	-1.2%	Jun '26
MSCI Emerging Markets	69.86	1.8%	8.0%	7.4%	18.9%	32.8%	52.1%	34.0%	27.7%	82.7%	43.3%	56.6%	120.6%	-1.3%	Jun '26
FTSE Europe	90.60	0.6%	4.5%	5.6%	8.5%	11.2%	22.4%	35.8%	8.9%	58.1%	54.5%	50.7%	120.8%	NewNew Peak	Jun '26
MSCI Japan	95.71	1.7%	7.2%	5.1%	12.5%	20.0%	37.4%	25.9%	18.5%	64.7%	55.9%	58.0%	115.2%	NewNew Peak	Jun '26
MSCI India	49.62	0.4%	4.9%	3.4%	2.3%	-6.3%	-7.8%	2.7%	-8.2%	15.9%	20.2%	7.5%	23.5%	-15.6%	Sep '24
MSCI China	53.65	-0.9%	-0.8%	-5.3%	-8.2%	-9.8%	-0.2%	31.0%	-10.7%	20.8%	-25.5%	-5.2%	45.1%	-18.9%	Oct '25
International Bond	48.40	0.2%	1.1%	1.8%	0.7%	1.1%	2.3%	2.9%	1.1%	13.4%	2.1%	2.5%	18.7%	-1.0%	Feb '26
iShares Latin America	34.85	1.6%	5.3%	1.2%	1.8%	17.5%	40.5%	52.7%	14.5%	46.8%	59.2%	98.3%	77.9%	-8.5%	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	689.63	-0.02%	3.4%	1.5%	12.1%	12.4%	27.0%	17.8%	10.3%	77.2%	90.8%	66.8%	121.1%	-1.2%	Jun '26
US Large Growth	123.16	-0.2%	2.9%	-1.0%	11.0%	6.9%	22.2%	19.8%	4.2%	91.1%	109.1%	77.4%	156.0%	-4.4%	Jun '26
US Large Value	243.54	0.2%	3.5%	4.9%	12.3%	17.2%	30.7%	15.7%	16.2%	64.0%	70.0%	57.2%	90.7%	-0.1%	Jun '26

US MidCap Blend	80.92	0.3%	4.3%	5.7%	10.6%	13.4%	25.1%	17.0%	11.9%	77.7%	85.4%	65.0%	113.4%	NewNew Peak	Jun '26
US MidCap Growth	306.97	1.0%	6.9%	7.5%	14.6%	10.6%	14.0%	10.7%	10.2%	54.8%	38.2%	25.9%	85.9%	NewNew Peak	Jun '26
US MidCap Value	198.93	-0.2%	2.3%	4.3%	7.6%	12.8%	25.8%	12.1%	12.8%	54.8%	58.2%	45.7%	76.2%	-0.2%	Jun '26

US Small Blend	298.89	0.8%	4.1%	6.1%	13.0%	16.5%	31.7%	8.9%	16.3%	58.5%	44.7%	40.1%	81.8%	NewNew Peak	Jun '26
US Small Growth	387.17	1.5%	6.0%	6.9%	20.6%	20.4%	41.1%	12.9%	19.9%	64.4%	31.5%	34.4%	90.8%	NewNew Peak	Jun '26
US Small Value	217.72	0.7%	3.2%	5.7%	15.5%	18.9%	44.5%	12.4%	20.5%	63.2%	43.1%	40.7%	77.2%	-0.3%	Jun '26

Foreign Large Blend	105.27	0.9%	3.6%	3.5%	7.0%	11.8%	23.3%	31.6%	9.6%	55.2%	51.5%	50.4%	109.1%	-0.4%	Feb '26
Foreign Growth	125.53	1.4%	5.7%	6.2%	9.6%	12.6%	17.8%	20.7%	10.2%	35.9%	25.5%	21.8%	84.6%	NewNew Peak	Jun '26
Foreign Value	77.82	0.5%	1.6%	0.7%	4.5%	10.8%	28.5%	42.2%	9.0%	75.6%	79.2%	82.5%	134.1%	-2.7%	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	22.89		-0.02%	0.2%	-0.8%	0.8%	-0.3%	1.6%	3.6%	0.1%	21.0%	27.5%	25.4%	31.1%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.62		0.01%	0.1%	0.0%	1.1%	2.0%	4.6%	5.2%	1.6%	20.7%	26.0%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.50		-0.02%	0.4%	-0.6%	0.9%	0.2%	4.2%	6.9%	-0.4%	22.7%	28.0%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.45	p	EOD	0.2%	0.4%	1.7%	2.9%	7.4%	8.9%	2.5%	34.5%	58.2%	50.9%	44.1%	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	59.56		0.4%	4.9%	2.9%	13.2%	14.8%	28.4%	17.7%	11.9%	85.0%	118.2%	108.7%	130.4%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	40.84		-0.02%	1.5%	-0.5%	1.3%	13.0%	29.8%	27.1%	11.4%	76.4%	105.9%	98.6%	113.2%	-1.9%	May '26
MidCap 30 - Hennessy (hi fee)	28.87	p	EOD	4.5%	7.1%	19.0%	19.2%	29.8%	3.0%	19.0%	91.8%	127.5%	122.1%	128.3%	-0.5%	Jun '26
Small Value- Avantis	122.90		0.4%	1.7%	4.8%	14.1%	19.0%	39.6%	7.4%	20.8%	68.5%	77.8%	63.5%	87.7%	-1.2%	Jun '26
Mid Value- Pacer Cash Cows	63.22		-0.7%	0.3%	0.5%	0.3%	5.4%	17.8%	9.0%	5.4%	41.5%	65.4%	45.7%	57.6%	-3.5%	Jun '26
Growth- S&P Momentum	157.36		1.8%	9.5%	9.7%	34.5%	35.7%	48.7%	26.6%	32.3%	192.5%	192.4%	156.9%	215.7%	-0.3%	Jun '26
Invesco S&P Quality	89.50		0.9%	6.3%	8.4%	16.5%	20.4%	29.6%	13.2%	19.7%	85.5%	102.3%	78.1%	134.7%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.76		0.2%	4.4%	2.2%	13.2%	13.9%	30.5%	20.0%	11.7%	96.1%	109.7%	88.9%	155.9%	-0.4%	Jun '26
US Min Volatility- Fidelity	69.37		-0.4%	1.1%	0.1%	4.9%	5.4%	14.5%	11.8%	4.4%	45.5%	59.7%	42.0%	73.2%	-1.5%	May '26
Derivative Income- JPMorgan	56.58		0.04%	2.3%	1.2%	-0.4%	2.3%	9.0%	8.1%	1.5%	29.8%	44.1%	31.5%	50.1%	-3.5%	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	17.30	p	EOD	0.2%	-0.8%	6.0%	9.5%	12.9%	6.5%	9.4%	31.1%	42.6%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.71	p	EOD	0.3%	-0.2%	1.9%	6.1%	13.2%	16.4%	5.0%	47.4%	78.0%	72.5%	54.1%	-1.4%	Jun '26
Long Short- AQR	21.11	p	EOD	2.1%	1.4%	3.1%	1.0%	15.8%	34.4%	-0.2%	100.7%	185.3%	157.6%	145.6%	-0.8%	Dec '25
Mkt Neutral- BlackRock	16.49	p	EOD	2.3%	3.6%	10.5%	13.6%	23.3%	18.3%	13.1%	80.0%	86.2%	91.2%	91.9%	-0.1%	Jun '26
Multi Strategy- Variant	25.96	p	EOD	-0.1%	0.3%	1.4%	2.8%	6.8%	7.2%	2.4%	21.3%	44.9%	37.0%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.77		0.03%	2.5%	0.7%	6.8%	6.7%	15.8%	9.1%	5.4%	48.1%	63.0%	51.4%	67.4%	-0.1%	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)	365.28	-2.1%	2.5%	-7.9%	17.5%	23.2%	108.1%	66.0%	16.8%	198.1%	202.5%	154.0%	277.5%	-9.3%	May '26
Meta (Communications)	577.85	-3.7%	1.2%	-5.9%	-7.2%	-11.0%	-16.9%	13.1%	-12.4%	107.3%	73.1%	72.0%	356.8%	-26.7%	Aug '25
Amazon (Cyclical)	239.38	-2.7%	0.6%	-9.4%	11.2%	8.2%	11.4%	5.2%	3.7%	90.8%	37.2%	40.5%	112.0%	-12.9%	May '26
Tesla (Cyclical)	402.87	-0.4%	5.6%	-4.6%	0.9%	-13.8%	27.3%	11.4%	-10.4%	54.6%	96.0%	0.7%	85.4%	-17.8%	Dec '25
Procter & Gamble (Defensive)	151.49	-0.7%	1.6%	7.0%	0.8%	4.0%	-1.7%	-12.3%	7.3%	9.5%	28.4%	4.3%	34.2%	-12.2%	Dec '24
PepsiCo (Defensive)	142.90	-2.2%	-1.0%	-4.2%	-8.7%	-3.9%	13.7%	-1.8%	0.5%	-15.6%	11.6%	-5.5%	-5.4%	-19.4%	May '23
Coca-Cola (Defensive)	80.19	-0.11%	-4.1%	-0.8%	3.4%	14.3%	17.7%	15.6%	15.5%	41.1%	68.1%	53.4%	61.4%	-4.1%	Jun '26
Exxon Mobil (Energy)	142.02	0.11%	-5.7%	-10.1%	-10.0%	22.6%	28.6%	16.0%	19.6%	49.3%	175.3%	161.1%	63.4%	-16.6%	Mar '26
Chevron (Energy)	178.88	-0.7%	-5.8%	-5.5%	-9.6%	20.8%	24.1%	10.1%	18.5%	27.9%	103.3%	78.0%	31.0%	-15.3%	Mar '26
JPMorgan Chase (Financial)	336.36	1.6%	8.8%	12.9%	17.8%	7.8%	27.2%	37.3%	5.4%	151.4%	151.5%	133.3%	252.9%	NewNew Peak	Jun '26
Visa (Financial)	332.92	-0.06%	3.1%	2.2%	8.2%	-2.9%	-6.2%	11.8%	-4.7%	48.8%	48.9%	55.6%	92.3%	-10.1%	Jun '25
Mastercard (Financial)	498.62	-0.5%	2.0%	0.9%	-1.4%	-11.5%	-11.9%	9.0%	-12.4%	34.8%	39.8%	38.0%	79.7%	-16.4%	Aug '25
Bank of America (Financial)	57.37	0.9%	5.2%	15.3%	21.3%	5.8%	31.8%	28.0%	4.9%	110.8%	62.1%	38.3%	110.2%	NewNew Peak	Jun '26
UnitedHealth (Health)	407.68	0.01%	0.1%	3.5%	41.8%	23.9%	34.8%	-33.1%	24.5%	-6.1%	11.8%	-12.5%	-12.9%	-32.4%	Nov '24
Johnson & Johnson (Health)	233.68	-0.6%	-2.0%	3.1%	-1.9%	11.7%	56.3%	47.5%	13.5%	54.4%	61.9%	54.0%	59.2%	-6.0%	Mar '26
Eli Lilly (Health)	1117.91	-0.4%	-1.6%	11.2%	20.4%	7.7%	42.3%	40.2%	4.4%	155.1%	427.4%	328.5%	254.9%	-3.7%	Jun '26
Union Pacific (Industrials)	260.39	-2.6%	-2.5%	-3.8%	7.5%	10.6%	20.1%	3.9%	13.2%	35.4%	32.4%	15.9%	47.1%	-6.3%	May '26
Honeywell (Industrials)	234.18	2.0%	13.7%	9.8%	1.8%	18.4%	14.5%	-6.4%	21.3%	30.6%	27.4%	32.2%	55.8%	-5.1%	Mar '26
Nvidia (IT)	207.27	-0.07%	3.4%	-8.0%	13.9%	21.3%	43.8%	38.9%	11.1%	385.9%	1013.5%	589.5%	1704.7%	-12.1%	May '26
Broadcom (IT)	396.98	5.4%	6.7%	-6.6%	23.8%	22.3%	60.5%	50.6%	14.9%	375.9%	831.3%	547.4%	874.4%	-17.6%	Jun '26
Adobe (IT)	202.24	-2.4%	-13.3%	-18.3%	-20.4%	-43.0%	-47.2%	-21.3%	-42.2%	-59.2%	-63.3%	-64.2%	-29.3%	-68.1%	Feb '24
Oracle (IT)	188.79	0.2%	-6.2%	-2.2%	22.5%	6.4%	-8.4%	18.1%	-2.5%	55.9%	160.4%	128.2%	209.1%	-42.0%	Sep '25
salesforce.com (IT)	157.93	-2.3%	-7.4%	-9.0%	-18.9%	-38.6%	-39.4%	-20.2%	-40.2%	-24.3%	-34.4%	-37.3%	12.6%	-56.6%	Dec '24
Linde PLC (Materials)	519.48	0.3%	2.0%	2.6%	5.1%	23.4%	13.9%	3.2%	22.2%	43.4%	92.9%	62.5%	100.3%	-0.8%	Jun '26
Sherwin-Williams (Materials)	320.76	-0.5%	5.5%	6.9%	0.0%	-2.0%	-2.5%	-3.8%	-0.8%	32.5%	24.3%	-1.7%	64.3%	-18.9%	Nov '24
American Tower (Real Estate)	182.78	-0.9%	-4.1%	7.1%	-0.3%	4.4%	-12.6%	-0.9%	5.1%	4.3%	-21.5%	-26.8%	12.0%	-20.0%	Sep '24
Prologis Inc. (Real Estate)	143.93	-1.5%	-1.3%	2.4%	8.1%	13.3%	40.4%	25.1%	13.7%	28.2%	34.6%	-0.8%	59.9%	-2.5%	Jun '26
NextEra Energy (Utilities)	85.88	-0.4%	0.9%	-8.0%	-7.2%	7.7%	22.1%	15.5%	7.7%	23.2%	30.4%	5.1%	30.3%	-12.3%	Apr '26
Duke Energy (Utilities)	124.47	-1.3%	-0.5%	2.9%	-5.6%	7.8%	12.2%	12.7%	8.0%	51.5%	47.4%	43.2%	67.6%	-5.9%	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	16.15	p	EOD	1.5%	1.8%	2.7%	3.8%	9.1%	9.4%	3.2%	23.5%	12.8%	11.8%	33.9%	NewNew Peak	Jun '26
Moderate-60% Stock	69.83		0.3%	2.9%	2.5%	7.3%	9.3%	19.5%	16.4%	7.9%	46.9%	41.2%	35.6%	72.1%	NewNew Peak	Jun '26
Mod Agg-80% Stock	55.86	p	EOD	3.4%	2.6%	9.2%	12.0%	24.2%	19.6%	10.1%	58.8%	53.5%	46.2%	92.1%	-0.7%	Jun '26
Aggressive-90% Stock	34.37	p	EOD	4.1%	3.1%	12.1%	16.2%	29.9%	20.9%	13.5%	64.1%	58.9%	49.3%	99.4%	-0.5%	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	65865.53	0.4%	7.2%	-16.7%	-10.9%	-23.5%	-37.0%	-6.3%	-24.7%	150.2%	73.1%	41.8%	243.8%	-47.2%	Oct '25
Ethereum	1771.51	-1.1%	9.3%	-20.3%	-23.6%	-37.4%	-29.4%	-11.0%	-40.3%	3.2%	-25.3%	-52.9%	36.8%	-63.3%	Aug '25
BNB	605.76	0.2%	3.3%	-9.9%	-9.4%	-28.1%	-6.6%	23.1%	-29.8%	153.3%	71.7%	18.3%	123.6%	-53.8%	Oct '25
Solana	73.90	0.7%	17.0%	-17.2%	-22.0%	-40.0%	-50.0%	-34.2%	-40.6%	382.7%	88.2%	-56.6%	137.1%	-71.8%	Jan '25
Bitcoin ETF	37.31	0.4%	6.4%	-16.8%	-11.7%	-23.4%	-37.3%	-6.4%	-24.9%	-	-	-	-	-47.7%	Oct '25
Grayscale Bitcoin (hi fee)	51.15	0.5%	6.5%	-16.7%	-11.9%	-23.8%	-38.0%	-7.6%	-25.2%	274.5%	81.1%	65.2%	405.1%	-48.0%	Oct '25
Bloomberg Commodities	23.19	0.2%	-1.9%	-8.6%	-3.2%	19.6%	24.2%	14.9%	18.8%	38.7%	66.2%	50.8%	30.8%	-10.5%	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	4.92	-0.12%	-2.0%	-4.0%	1.4%	1.9%	0.6%	1.1%	1.7%	27.7%	134.4%	144.1%	26.7%	-5.0%	May '26
10yr Treasury rate	4.43	0.05%	-2.5%	-3.6%	5.4%	6.7%	0.8%	-9.0%	6.4%	17.5%	193.2%	172.1%	13.5%	-11.2%	Oct '23
5yr Treasury rate	4.17	0.4%	-2.3%	-2.1%	10.1%	12.8%	4.5%	-15.0%	12.0%	4.4%	374.1%	205.3%	1.3%	-16.0%	Oct '23
13-week T-bill	3.63	0%	-0.1%	1.2%	0.7%	2.5%	-13.9%	-15.7%	2.3%	-28.3%	12864.3%	6749.1%	2.7%	-32.1%	Oct '23
Crude Oil	76.09	0.05%	-15.5%	-27.8%	-20.9%	36.0%	1.7%	-19.9%	32.5%	6.0%	7.1%	0.0%	-12.8%	-32.6%	Apr '26
Gold	4379.20	1.1%	6.6%	-3.9%	-12.4%	0.7%	29.3%	64.5%	1.2%	123.6%	146.9%	143.4%	162.2%	-17.7%	Jan '26
USD/EUR	0.86	0.2%	-0.5%	0.3%	-0.8%	1.3%	-1.0%	-11.4%	1.3%	-	2.8%	-1.9%	-16.3%	-11.6%	Jan '25
USD/JPY	160.20	-0.1%	-0.2%	0.9%	0.7%	3.5%	10.2%	-0.4%	2.4%	-	45.2%	39.1%	9.2%	-0.9%	Jul '24
S&P 500 Volatility Index	16.88	2.9%	-24.0%	-8.4%	-24.5%	-4.2%	-21.9%	-13.8%	12.9%	24.7%	-4.9%	1.7%	-49.7%	-67.7%	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	50.58		-0.05%	0.2%	0.2%	0.4%	1.3%	4.3%	6.1%	1.0%	19.4%	18.5%	18.5%	23.7%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.47		0.13%	0.2%	1.0%	0.4%	1.4%	5.4%	4.3%	1.1%	11.4%	5.9%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.26		0.03%	0.9%	1.2%	-0.2%	1.1%	6.7%	8.8%	0.8%	14.7%	4.3%	4.4%	21.4%	-1.4%	Feb '26
Interm Bond- Vanguard	76.72		0.05%	0.8%	0.9%	-0.5%	0.0%	4.4%	8.5%	-0.1%	13.9%	1.3%	2.0%	19.8%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.8%	2.4%	2.8%	7.9%	8.2%	2.3%	31.9%	35.1%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.40		0.03%	1.1%	1.5%	1.5%	1.4%	5.1%	8.2%	1.1%	18.9%	14.9%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	75.44		0.2%	1.4%	2.2%	1.6%	1.4%	6.5%	7.2%	1.3%	12.7%	-10.4%	-10.5%	26.4%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	1.2%	0.7%	1.3%	5.6%	3.3%	0.9%	10.4%	1.6%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.45		0.09%	0.4%	1.2%	0.4%	1.3%	6.3%	3.4%	1.0%	9.6%	3.2%	3.0%	14.9%	-0.9%	Feb '26

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