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S&P 500

NewNew Peak

Return

97.4%

[

22.0%

annualized]

Dec 30 2022 - May 29 2026

DJIA (Large Value)

NewNew Peak

Return

54.0%

[

13.5%

annualized]

Dec 30 2022 - May 29 2026

Russell 2000 (Small Cap)

-0.6%

BelowPeak May '26

Return

65.8%

[

15.9%

annualized]

Dec 30 2022 - May 29 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 29 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	7580.06	0.2%	1.4%	5.1%	10.2%	10.7%	28.2%	16.4%	10.7%	80.2%	80.3%	58.0%	111.9%	NewNew Peak	May '26
DJIA (Large Value)	51032.46	0.7%	0.9%	2.8%	4.2%	6.9%	20.7%	13.0%	6.2%	54.4%	47.8%	39.5%	74.7%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2919.34	-0.6%	1.7%	4.3%	10.9%	16.8%	41.3%	11.3%	17.6%	65.2%	28.7%	28.5%	73.0%	-0.6%	May '26
NASDAQ Comp (Tech/Growth)	26972.62	0.2%	2.4%	8.4%	19.0%	15.4%	41.1%	20.4%	16.1%	107.2%	96.2%	70.4%	158.9%	NewNew Peak	May '26
Aggregate Bond	99.06	0.06%	0.6%	0.3%	-1.3%	0.2%	5.0%	7.2%	0.5%	12.7%	1.0%	1.0%	17.9%	-1.3%	Feb '26
Corp Bond	109.36	0.09%	0.9%	0.9%	-0.9%	0.0%	6.1%	7.9%	0.8%	16.4%	0.5%	-0.5%	26.2%	-1.0%	Feb '26
High Yield Bond	80.31	0.10%	0.5%	0.4%	1.0%	2.1%	7.0%	8.6%	1.6%	29.0%	21.2%	18.3%	38.5%	NewNew Peak	May '26
Preferred	31.56	0.2%	1.0%	0.8%	1.5%	4.4%	10.4%	4.9%	3.6%	25.1%	8.7%	4.8%	28.7%	-0.5%	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	51.15	-0.4%	1.7%	-0.6%	-3.8%	15.5%	20.8%	9.9%	13.3%	43.1%	29.5%	24.6%	60.0%	-4.2%	Feb '26
Consumer Discretionary/Cyclical	120.87	-1.0%	1.4%	2.1%	3.6%	2.6%	14.0%	7.4%	1.4%	61.9%	45.6%	19.2%	79.2%	-2.7%	Jan '26
Financial Services	51.58	0.6%	-0.7%	-1.1%	0.8%	-2.4%	2.8%	14.9%	-5.3%	68.6%	48.1%	40.5%	80.7%	-8.1%	Jan '26
Real Estate	95.70	-0.9%	-1.1%	-0.7%	1.1%	6.9%	11.4%	3.3%	9.3%	35.7%	15.9%	-1.7%	44.3%	-1.6%	May '26
Communication Services	115.69	-0.8%	0.2%	-0.7%	-1.7%	0.9%	15.5%	23.1%	-1.4%	92.0%	54.4%	54.7%	152.3%	-3.3%	Jan '26
Energy	56.29	-1.2%	-5.4%	-5.6%	1.3%	26.3%	42.5%	7.9%	26.7%	59.2%	159.1%	128.2%	58.1%	-10.0%	Mar '26
Industrials	173.13	-0.4%	0.8%	-0.8%	-2.0%	13.3%	22.8%	19.3%	11.9%	84.4%	77.7%	76.2%	115.4%	-3.0%	Mar '26
Technology	191.02	2.2%	5.9%	19.8%	37.8%	33.8%	66.4%	24.6%	32.8%	135.4%	186.8%	124.9%	236.3%	NewNew Peak	May '26
Consumer Staples/Defensive	82.91	-1.8%	-2.2%	-1.7%	-7.4%	5.9%	2.9%	1.5%	7.3%	23.9%	33.5%	20.2%	34.6%	-7.4%	Feb '26
Healthcare	149.47	-0.9%	-0.3%	2.4%	-6.3%	-4.4%	14.7%	14.5%	-3.0%	24.0%	31.0%	14.9%	29.9%	-6.3%	Feb '26
Utilities	44.42	-0.5%	-2.1%	-5.2%	-6.3%	-0.6%	11.5%	16.0%	4.8%	51.3%	58.6%	42.5%	60.7%	-6.3%	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	158.54	0.2%	1.6%	4.6%	7.6%	13.1%	30.3%	22.4%	12.1%	81.2%	72.0%	60.0%	117.4%	NewNew Peak	May '26
MSCI Emerging Markets	68.60	-0.01%	4.1%	7.2%	9.6%	28.1%	54.3%	34.0%	25.4%	91.7%	40.6%	53.8%	116.6%	NewNew Peak	May '26
FTSE Europe	89.01	-0.02%	0.6%	2.1%	-0.8%	10.7%	19.7%	35.8%	7.0%	61.5%	52.0%	48.1%	117.0%	-1.2%	Feb '26
MSCI Japan	92.96	0.3%	1.5%	4.3%	0.6%	16.2%	31.2%	25.9%	15.1%	69.8%	53.1%	53.5%	109.0%	-1.1%	Feb '26
MSCI India	48.56	-0.3%	0.4%	-1.7%	-7.1%	-11.2%	-10.6%	2.7%	-10.2%	17.2%	18.0%	5.2%	20.9%	-17.4%	Sep '24
MSCI China	55.10	0.2%	-0.8%	-4.3%	-6.7%	-10.3%	6.6%	31.0%	-8.3%	37.4%	-24.6%	-2.6%	49.0%	-16.7%	Oct '25
International Bond	48.33	0.1%	0.6%	0.8%	-1.1%	0.4%	2.1%	2.9%	0.9%	13.1%	2.2%	2.3%	18.5%	-1.1%	Feb '26
iShares Latin America	34.94	-0.5%	0.0%	-4.1%	-4.2%	14.9%	44.9%	52.7%	14.7%	64.8%	63.6%	98.7%	78.3%	-8.3%	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	695.49	0.2%	1.4%	5.3%	10.6%	11.3%	29.9%	17.8%	11.3%	87.6%	93.4%	68.3%	123.0%	NewNew Peak	May '26
US Large Growth	127.85	0.6%	2.3%	7.2%	13.7%	7.9%	29.6%	19.8%	8.1%	109.2%	124.9%	84.1%	165.7%	NewNew Peak	May '26
US Large Value	237.96	-0.03%	0.7%	2.9%	5.9%	14.3%	28.4%	15.7%	13.6%	68.6%	62.7%	53.6%	86.3%	-0.1%	May '26

US MidCap Blend	78.96	0.2%	1.1%	2.1%	3.5%	10.2%	22.7%	17.0%	9.2%	83.7%	80.9%	61.0%	108.2%	NewNew Peak	May '26
US MidCap Growth	298.74	0.6%	2.6%	5.0%	7.5%	5.8%	12.1%	10.7%	7.2%	59.1%	37.9%	22.6%	80.9%	NewNew Peak	May '26
US MidCap Value	194.55	-0.04%	0.1%	-0.1%	0.7%	10.8%	23.1%	12.1%	10.3%	61.0%	50.9%	42.5%	72.3%	-0.3%	May '26

US Small Blend	293.51	-0.2%	1.5%	3.2%	6.3%	14.3%	30.4%	8.9%	14.2%	65.2%	42.0%	37.6%	78.5%	-0.2%	May '26
US Small Growth	380.77	-0.5%	2.3%	5.8%	13.6%	16.3%	41.9%	12.9%	17.9%	71.9%	31.9%	32.2%	87.7%	-0.5%	May '26
US Small Value	213.87	-0.7%	1.2%	2.9%	8.6%	18.4%	44.3%	12.4%	18.3%	70.4%	40.4%	38.2%	74.0%	-0.7%	May '26

Foreign Large Blend	104.80	0.11%	0.8%	2.4%	-0.6%	12.1%	22.2%	31.6%	9.1%	61.7%	51.6%	49.7%	108.1%	-0.8%	Feb '26
Foreign Growth	123.33	0.2%	1.5%	3.6%	0.3%	9.9%	15.2%	20.7%	8.3%	39.3%	24.4%	19.7%	81.3%	NewNew Peak	Feb '26
Foreign Value	78.64	0.06%	0.0%	1.4%	-1.4%	14.5%	29.1%	42.2%	10.1%	86.6%	81.0%	84.5%	136.6%	-1.6%	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	-0.02%	-0.3%	0.0%	2.9%	0.4%	2.1%	3.6%	0.5%	23.9%	28.6%	26.0%	31.8%	-0.5%	May '26
Ultra Short- Janus AAA CLO	50.54	-0.3%	-0.3%	0.0%	1.1%	2.1%	4.7%	5.2%	1.5%	21.2%	25.9%	25.1%	27.4%	-0.4%	May '26
Bank Loan- Invesco	20.47	-0.10%	0.0%	-0.5%	2.4%	0.4%	4.2%	6.9%	-0.5%	24.6%	27.9%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.42	0%	0.1%	0.5%	1.6%	2.9%	7.4%	8.9%	2.2%	35.3%	58.3%	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	58.92	-0.3%	1.3%	2.9%	8.6%	11.6%	28.8%	17.7%	10.7%	91.9%	111.0%	106.4%	127.9%	-0.3%	May '26
Int’l Min Volatility- Franklin	40.94	-0.4%	-1.3%	-0.1%	-1.2%	13.7%	30.1%	27.1%	11.6%	80.3%	110.6%	99.1%	113.7%	-1.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.64	-1.1%	4.4%	3.0%	11.3%	18.2%	29.2%	3.0%	18.0%	97.9%	118.2%	120.3%	126.5%	-1.1%	May '26
Small Value- Avantis	120.05	-0.9%	0.0%	-0.1%	6.5%	19.5%	38.4%	7.4%	18.0%	75.7%	68.3%	59.7%	83.3%	-1.1%	May '26
Mid Value- Pacer Cash Cows	64.97	0.5%	1.0%	2.3%	0.4%	10.1%	23.9%	9.0%	8.3%	54.0%	66.2%	49.7%	61.9%	NewNew Peak	May '26
Growth- S&P Momentum	150.59	0.3%	3.9%	12.6%	26.4%	26.0%	44.2%	26.6%	26.6%	190.4%	187.4%	145.8%	202.1%	NewNew Peak	May '26
Invesco S&P Quality	85.36	-0.09%	0.9%	5.3%	5.9%	15.0%	22.9%	13.2%	14.2%	84.6%	96.6%	69.9%	123.9%	-0.3%	May '26
Rotation Factor- BlackRock	67.47	0.2%	1.2%	5.5%	10.8%	11.5%	31.2%	20.0%	11.2%	104.2%	107.2%	88.0%	154.8%	NewNew Peak	May '26
US Min Volatility- Fidelity	70.43	0.03%	0.2%	1.9%	3.4%	4.5%	17.0%	11.8%	6.0%	53.2%	64.2%	44.1%	75.8%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.04	-0.3%	-0.5%	-1.9%	-4.4%	0.8%	8.6%	8.1%	0.6%	31.3%	43.3%	30.3%	48.7%	-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	17.34	0.06%	0.1%	1.5%	8.2%	10.9%	13.6%	6.5%	9.7%	33.8%	41.6%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.75	0.3%	0.2%	0.9%	1.0%	6.4%	14.6%	16.4%	5.3%	50.9%	74.2%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	21.04	1.0%	1.1%	2.4%	0.0%	4.0%	16.1%	34.4%	-0.6%	106.4%	166.0%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	16.16	0.5%	1.4%	3.3%	7.9%	15.0%	20.4%	18.3%	10.8%	79.1%	80.4%	87.4%	88.0%	NewNew Peak	May '26
Multi Strategy- Variant	25.93	0.08%	0.1%	0.5%	1.7%	2.9%	7.0%	7.2%	2.3%	21.7%	45.6%	36.9%	28.3%	NewNew Peak	May '26
Long Short- First Trust	74.39	-0.08%	-0.3%	0.8%	4.5%	4.4%	14.6%	9.1%	4.9%	51.2%	63.2%	50.6%	66.5%	-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)	380.34	-2.5%	-0.7%	-1.2%	22.1%	19.0%	122.2%	66.0%	21.6%	210.1%	225.4%	164.5%	293.1%	-5.5%	May '26
Meta (Communications)	632.51	-0.4%	3.6%	3.4%	-2.3%	-2.2%	-2.0%	13.1%	-4.1%	142.8%	93.9%	88.3%	400.0%	-19.7%	Aug '25
Amazon (Cyclical)	270.64	-1.2%	1.6%	2.1%	28.9%	16.0%	32.0%	5.2%	17.3%	122.5%	67.9%	58.8%	139.7%	-1.6%	May '26
Tesla (Cyclical)	435.79	-1.4%	2.3%	14.2%	8.3%	1.3%	25.8%	11.4%	-3.1%	116.6%	109.1%	9.0%	100.6%	-11.0%	Dec '25
Procter & Gamble (Defensive)	143.56	-1.6%	-0.6%	-2.4%	-13.5%	-1.7%	-13.1%	-12.3%	1.6%	8.4%	20.9%	-1.1%	27.2%	-16.8%	Dec '24
PepsiCo (Defensive)	144.19	-1.4%	-4.2%	-9.0%	-14.3%	-1.2%	14.1%	-1.8%	1.4%	-12.2%	13.8%	-4.7%	-4.6%	-18.7%	May '23
Coca-Cola (Defensive)	79.01	-1.7%	-3.0%	0.3%	-2.5%	9.6%	12.8%	15.6%	13.8%	44.5%	65.9%	51.2%	59.0%	-3.6%	May '26
Exxon Mobil (Energy)	145.26	-1.2%	-6.2%	-5.2%	-4.1%	27.0%	46.5%	16.0%	22.3%	54.3%	199.1%	167.1%	67.2%	-14.7%	Mar '26
Chevron (Energy)	182.46	-0.3%	-4.7%	-5.6%	-2.3%	21.9%	37.8%	10.1%	20.9%	34.0%	113.9%	81.6%	33.6%	-13.6%	Mar '26
JPMorgan Chase (Financial)	299.31	0.9%	-2.3%	-4.4%	0.2%	-3.5%	15.6%	37.3%	-6.2%	133.1%	106.8%	107.6%	214.0%	-10.1%	Jan '26
Visa (Financial)	326.36	0.4%	-0.8%	-0.8%	2.2%	-2.0%	-9.9%	11.8%	-6.6%	50.6%	49.1%	52.5%	88.5%	-11.9%	Jun '25
Mastercard (Financial)	493.98	0.05%	-0.9%	-1.8%	-4.3%	-10.0%	-15.1%	9.0%	-13.2%	36.8%	41.0%	36.8%	78.0%	-17.2%	Aug '25
Bank of America (Financial)	51.60	1.6%	-0.4%	-3.5%	4.1%	-2.8%	19.6%	28.0%	-5.7%	97.4%	37.4%	24.4%	89.1%	-9.4%	Jan '26
UnitedHealth (Health)	380.31	-0.6%	-2.1%	2.7%	30.7%	17.0%	29.5%	-33.1%	16.1%	-15.9%	0.6%	-18.4%	-18.8%	-37.0%	Nov '24
Johnson & Johnson (Health)	225.33	-2.4%	-3.3%	-2.0%	-9.3%	9.5%	48.0%	47.5%	9.5%	58.4%	52.4%	48.5%	53.5%	-9.3%	Mar '26
Eli Lilly (Health)	1105.00	-1.9%	3.8%	18.4%	5.2%	3.1%	50.9%	40.2%	3.2%	164.2%	479.9%	323.6%	250.8%	-1.9%	May '26
Union Pacific (Industrials)	262.64	-1.1%	-1.2%	-2.5%	-0.9%	14.5%	20.6%	3.9%	14.1%	43.9%	30.2%	16.9%	48.3%	-5.5%	May '26
Honeywell (Industrials)	237.86	2.1%	4.4%	11.6%	-1.8%	25.1%	13.8%	-6.4%	23.2%	38.4%	21.2%	34.3%	58.2%	-3.6%	Mar '26
Nvidia (IT)	211.14	-1.5%	-1.9%	5.8%	19.2%	19.3%	56.3%	38.9%	13.2%	426.9%	1203.0%	602.4%	1738.4%	-10.4%	May '26
Broadcom (IT)	446.77	4.7%	7.9%	7.0%	40.1%	11.3%	86.1%	50.6%	29.4%	478.7%	945.5%	628.6%	996.6%	NewNew Peak	May '26
Adobe (IT)	259.21	7.4%	5.9%	5.3%	-1.2%	-19.0%	-37.6%	-21.3%	-25.9%	-37.9%	-48.6%	-54.1%	-9.4%	-59.2%	Feb '24
Oracle (IT)	225.78	10.8%	17.5%	39.9%	55.8%	12.5%	37.8%	18.1%	16.5%	122.4%	206.8%	172.9%	269.6%	-30.7%	Sep '25
salesforce.com (IT)	191.10	8.5%	6.1%	8.3%	-1.6%	-16.8%	-27.4%	-20.2%	-27.7%	-11.4%	-18.6%	-24.1%	36.3%	-47.5%	Dec '24
Linde PLC (Materials)	497.69	-0.9%	-3.8%	-0.7%	-1.7%	22.1%	7.9%	3.2%	17.1%	45.8%	77.2%	55.7%	91.9%	-3.8%	May '26
Sherwin-Williams (Materials)	303.84	-0.4%	-1.7%	-5.5%	-16.0%	-11.4%	-14.8%	-3.8%	-6.0%	36.2%	11.8%	-6.9%	55.7%	-23.1%	Nov '24
American Tower (Real Estate)	186.96	0.1%	1.7%	2.3%	-1.6%	5.2%	-9.7%	-0.9%	7.6%	14.0%	-14.8%	-25.1%	14.5%	-18.2%	Sep '24
Prologis Inc. (Real Estate)	143.47	-1.5%	-1.7%	1.0%	1.4%	13.4%	36.7%	25.1%	13.3%	27.0%	40.3%	-1.1%	59.4%	-2.4%	May '26
NextEra Energy (Utilities)	87.01	-0.3%	-1.7%	-11.1%	-7.2%	1.5%	26.8%	15.5%	9.1%	29.8%	35.3%	6.5%	32.1%	-11.1%	Apr '26
Duke Energy (Utilities)	122.73	-0.8%	-2.3%	-4.4%	-5.4%	0.7%	7.9%	12.7%	6.5%	56.5%	48.5%	41.2%	65.2%	-7.2%	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	16.12	0.12%	0.9%	1.4%	0.5%	3.1%	9.4%	9.4%	3.0%	24.6%	13.1%	11.6%	33.7%	NewNew Peak	May '26
Moderate-60% Stock	69.61	0.13%	1.2%	2.8%	3.8%	8.0%	20.0%	16.4%	7.6%	51.1%	41.0%	35.1%	71.6%	NewNew Peak	May '26
Mod Agg-80% Stock	55.92	0.2%	1.5%	3.8%	5.4%	11.1%	25.5%	19.6%	10.2%	65.6%	54.4%	46.4%	92.3%	NewNew Peak	May '26
Aggressive-90% Stock	34.23	-0.1%	1.5%	4.0%	7.3%	14.4%	30.9%	20.9%	13.1%	70.5%	58.7%	48.7%	98.6%	-0.1%	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	73476.01	0.2%	-2.7%	-3.7%	11.5%	-19.2%	-29.3%	-6.3%	-16.0%	165.2%	105.8%	58.2%	283.5%	-41.1%	Oct '25
Ethereum	2014.03	0.2%	-2.5%	-10.7%	4.3%	-33.6%	-20.4%	-11.0%	-32.1%	5.9%	-16.8%	-46.5%	55.5%	-58.3%	Aug '25
BNB	657.54	2.5%	1.2%	6.9%	7.1%	-25.9%	0.3%	23.1%	-23.8%	111.0%	99.3%	28.4%	142.7%	-49.8%	Oct '25
Solana	82.66	0.9%	-2.0%	-0.4%	0.9%	-39.8%	-47.1%	-34.2%	-33.6%	288.9%	184.6%	-51.5%	165.2%	-68.4%	Jan '25
Bitcoin ETF	41.63	0.2%	-3.1%	-3.9%	11.9%	-19.2%	-30.0%	-6.4%	-16.2%	-	-	-	-	-41.6%	Oct '25
Grayscale Bitcoin (hi fee)	57.02	0.1%	-3.1%	-4.0%	11.5%	-19.7%	-30.9%	-7.6%	-16.6%	339.9%	108.9%	84.2%	463.1%	-42.1%	Oct '25
Bloomberg Commodities	24.44	-0.5%	-2.0%	-3.4%	12.1%	24.5%	39.9%	14.9%	25.1%	56.7%	70.0%	58.9%	37.8%	-5.7%	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	4.99	0.2%	-1.4%	0.1%	7.8%	7.0%	1.3%	1.1%	3.2%	27.9%	120.6%	147.7%	28.6%	-3.6%	May '26
10yr Treasury rate	4.45	-0.04%	-2.3%	1.4%	12.4%	10.9%	0.8%	-9.0%	7.0%	20.4%	181.7%	173.5%	14.1%	-10.7%	Oct '23
5yr Treasury rate	4.15	-0.3%	-2.5%	3.1%	18.1%	15.3%	4.3%	-15.0%	11.5%	8.4%	426.5%	204.0%	0.9%	-16.4%	Oct '23
13-week T-bill	3.59	-0.06%	0.1%	0.1%	0.3%	-2.9%	-15.2%	-15.7%	1.2%	-30.2%	44750.0%	6669.8%	1.6%	-32.9%	Oct '23
Crude Oil	87.76	-1.3%	-9.2%	-16.5%	30.9%	49.9%	44.4%	-19.9%	52.8%	26.3%	32.3%	15.4%	0.6%	-22.3%	Apr '26
Gold	4569.90	1.6%	1.1%	-1.0%	-12.6%	8.3%	38.9%	64.5%	5.6%	133.4%	140.2%	154.0%	173.6%	-14.1%	Jan '26
USD/EUR	0.86	-0.05%	-0.5%	0.6%	1.2%	-0.5%	-	-11.4%	0.8%	-7.9%	-	-2.4%	-16.7%	-12.1%	Jan '25
USD/JPY	159.26	-0.01%	0.1%	1.5%	2.2%	1.9%	-	-0.4%	1.8%	13.9%	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	15.32	-2.7%	-8.3%	-9.3%	-22.9%	-6.3%	-17.5%	-13.8%	2.5%	-12.3%	-8.6%	-7.7%	-54.4%	-70.7%	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	50.66	0.08%	0.3%	0.4%	0.3%	1.6%	4.4%	6.1%	1.2%	19.7%	18.8%	18.7%	23.9%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.47	0.2%	0.9%	0.4%	-0.7%	1.2%	5.8%	4.3%	1.1%	12.3%	6.4%	5.5%	17.1%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.11	-0.2%	0.3%	-0.1%	-1.7%	0.7%	6.9%	8.8%	0.5%	14.9%	3.7%	4.0%	20.9%	-1.7%	Feb '26
Interm Bond- Vanguard	76.85	0.12%	0.7%	0.1%	-1.7%	-0.3%	4.8%	8.5%	0.1%	13.7%	1.8%	2.2%	20.0%	-1.7%	Feb '26
Multisector Bond- Intrepid	8.97	-0.6%	-0.2%	0.2%	1.7%	2.3%	7.9%	8.2%	1.8%	31.9%	35.3%	30.6%	37.3%	-0.6%	May '26
Int’l Bond- JPMorgan	48.34	0.2%	0.8%	1.1%	-0.8%	1.1%	5.4%	8.2%	1.0%	19.1%	15.5%	14.9%	29.1%	-0.9%	Feb '26
Long Bond- Vanguard	75.43	0.07%	1.3%	1.5%	-1.1%	-0.3%	7.6%	7.2%	1.2%	14.7%	-7.6%	-10.5%	26.4%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.42	0.11%	1.1%	0.1%	-0.9%	0.7%	5.5%	3.3%	0.7%	11.4%	1.8%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.35	0.2%	0.9%	0.3%	-1.1%	0.9%	6.1%	3.4%	0.8%	10.4%	3.4%	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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