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S&P 500

-2.1%

BelowPeak Jun '26

Return

94.0%

[

21.3%

annualized]

Dec 30 2022 - Jun 05 2026

DJIA (Large Value)

-0.8%

BelowPeak Jun '26

Return

54.3%

[

13.5%

annualized]

Dec 30 2022 - Jun 05 2026

Russell 2000 (Small Cap)

-2.7%

BelowPeak May '26

Return

62.2%

[

15.1%

annualized]

Dec 30 2022 - Jun 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 Jun 05 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	7447.51	-1.8%	-1.7%	2.6%	9.0%	8.4%	25.4%	16.4%	8.8%	74.3%	76.1%	55.3%	108.2%	-2.1%	Jun '26
DJIA (Large Value)	51150.16	-0.8%	0.2%	3.8%	6.7%	6.7%	20.9%	13.0%	6.4%	52.4%	47.2%	39.8%	75.1%	-0.8%	Jun '26
Russell 2000 (Small Cap)	2856.58	-2.7%	-2.1%	0.4%	10.5%	13.3%	36.2%	11.3%	15.1%	58.1%	24.9%	25.7%	69.3%	-2.7%	May '26
NASDAQ Comp (Tech/Growth)	26031.07	-3.0%	-3.5%	2.8%	14.4%	10.4%	34.9%	20.4%	12.0%	96.8%	88.4%	64.4%	149.9%	-3.9%	Jun '26
Aggregate Bond	98.32	-0.3%	-0.7%	-0.5%	-1.3%	-0.1%	4.2%	7.2%	-0.3%	11.8%	0.0%	0.2%	17.0%	-2.1%	Feb '26
Corp Bond	108.36	-0.5%	-0.9%	-0.3%	-1.2%	-0.4%	5.0%	7.9%	-0.2%	15.1%	-0.9%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.51	-0.4%	-1.0%	-0.5%	0.3%	0.9%	5.8%	8.6%	0.6%	26.8%	19.4%	17.1%	37.1%	-1.0%	May '26
Preferred	30.92	-1.0%	-2.0%	-1.7%	-0.3%	2.0%	7.3%	4.9%	1.5%	20.2%	6.2%	2.7%	26.1%	-2.5%	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	50.77	-1.6%	-0.7%	-1.5%	0.3%	16.3%	18.2%	9.9%	12.4%	37.1%	27.6%	23.7%	58.8%	-4.9%	Feb '26
Consumer Discretionary/Cyclical	116.18	-0.9%	-3.9%	-1.6%	-0.1%	-2.6%	11.8%	7.4%	-2.5%	51.2%	41.5%	14.5%	72.3%	-6.5%	Jan '26
Financial Services	52.19	0.01%	1.2%	1.2%	2.4%	-1.9%	4.6%	14.9%	-4.2%	67.9%	48.0%	42.1%	82.9%	-7.0%	Jan '26
Real Estate	97.18	1.1%	1.5%	1.5%	3.8%	10.3%	13.0%	3.3%	11.0%	34.8%	14.6%	-0.2%	46.5%	NewNew Peak	May '26
Communication Services	111.98	-1.0%	-3.2%	-3.2%	-5.2%	-3.8%	10.7%	23.1%	-4.6%	82.7%	48.7%	49.7%	144.2%	-6.4%	Jan '26
Energy	57.90	-1.4%	2.9%	-2.6%	3.2%	28.0%	46.0%	7.9%	30.3%	60.8%	149.6%	134.8%	62.6%	-7.4%	Mar '26
Industrials	174.92	-0.7%	1.0%	1.5%	1.9%	13.9%	23.3%	19.3%	13.1%	82.5%	79.1%	78.0%	117.7%	-1.9%	Mar '26
Technology	182.92	-5.3%	-4.2%	10.4%	30.7%	25.1%	55.8%	24.6%	27.2%	125.1%	171.4%	115.3%	222.1%	-7.7%	Jun '26
Consumer Staples/Defensive	83.72	2.0%	1.0%	-0.4%	-1.4%	8.2%	5.7%	1.5%	8.4%	23.9%	33.5%	21.4%	35.9%	-6.5%	Feb '26
Healthcare	154.49	1.6%	3.4%	6.3%	0.8%	1.6%	18.1%	14.5%	0.2%	24.2%	37.1%	18.7%	34.3%	-3.2%	Feb '26
Utilities	44.42	1.1%	0.0%	-4.2%	-4.6%	4.1%	13.0%	16.0%	4.8%	48.8%	58.0%	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	155.41	-2.3%	-2.0%	2.0%	8.4%	10.3%	26.6%	22.4%	9.8%	74.7%	67.2%	56.8%	113.1%	-2.9%	Jun '26
MSCI Emerging Markets	65.39	-5.4%	-4.7%	0.0%	13.5%	21.2%	43.2%	34.0%	19.5%	78.2%	31.3%	46.6%	106.5%	-7.6%	Jun '26
FTSE Europe	87.49	-1.6%	-1.7%	0.7%	3.6%	8.2%	16.6%	35.8%	5.1%	57.9%	47.9%	45.5%	113.3%	-2.9%	Feb '26
MSCI Japan	91.86	-2.4%	-1.2%	2.9%	6.9%	13.9%	30.9%	25.9%	13.8%	62.6%	49.2%	51.6%	106.5%	-2.4%	Jun '26
MSCI India	47.44	-1.2%	-2.3%	-3.5%	-5.8%	-12.1%	-12.4%	2.7%	-12.2%	13.6%	12.5%	2.8%	18.1%	-19.3%	Sep '24
MSCI China	54.41	-2.4%	-1.3%	-4.9%	-3.2%	-12.1%	1.1%	31.0%	-9.4%	30.0%	-26.3%	-3.9%	47.1%	-17.8%	Oct '25
International Bond	48.04	-0.08%	-0.6%	0.3%	-0.6%	0.3%	1.8%	2.9%	0.3%	12.6%	1.4%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	33.20	-2.5%	-5.0%	-8.6%	-2.8%	10.9%	36.4%	52.7%	9.0%	49.8%	47.5%	88.8%	69.4%	-12.9%	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	683.55	-1.8%	-1.7%	2.7%	9.4%	9.1%	26.9%	17.8%	9.3%	81.3%	88.9%	65.4%	119.1%	-2.1%	Jun '26
US Large Growth	123.96	-2.3%	-3.0%	3.0%	9.6%	4.1%	24.4%	19.8%	4.9%	99.3%	117.5%	78.5%	157.6%	-3.7%	Jun '26
US Large Value	237.77	-1.4%	-0.1%	2.5%	8.2%	14.0%	28.1%	15.7%	13.5%	65.6%	61.3%	53.4%	86.2%	-1.4%	Jun '26

US MidCap Blend	78.85	-1.7%	-0.1%	1.5%	5.4%	9.7%	21.7%	17.0%	9.1%	79.9%	79.7%	60.8%	108.0%	-1.7%	Jun '26
US MidCap Growth	294.99	-3.0%	-1.3%	2.0%	7.1%	3.8%	8.9%	10.7%	5.9%	53.6%	36.2%	21.0%	78.6%	-3.1%	Jun '26
US MidCap Value	195.71	-0.7%	0.6%	1.0%	3.8%	11.5%	23.9%	12.1%	10.9%	59.0%	50.3%	43.3%	73.3%	-0.7%	Jun '26

US Small Blend	289.39	-2.0%	-1.4%	0.9%	7.1%	12.0%	27.3%	8.9%	12.6%	59.7%	39.1%	35.7%	76.0%	-2.0%	Jun '26
US Small Growth	369.21	-3.6%	-3.0%	0.3%	12.4%	11.8%	34.3%	12.9%	14.3%	62.8%	28.4%	28.2%	82.0%	-3.6%	Jun '26
US Small Value	210.57	-2.1%	-1.5%	0.5%	8.7%	15.6%	40.8%	12.4%	16.5%	64.3%	35.9%	36.0%	71.4%	-2.2%	May '26

Foreign Large Blend	102.86	-2.0%	-1.9%	0.8%	3.7%	9.3%	19.1%	31.6%	7.1%	56.9%	47.3%	47.0%	104.3%	-2.7%	Feb '26
Foreign Growth	121.00	-2.5%	-1.9%	1.2%	4.2%	6.9%	12.1%	20.7%	6.2%	35.1%	21.2%	17.4%	77.9%	-2.5%	Jun '26
Foreign Value	77.25	-1.5%	-1.8%	0.3%	3.5%	11.7%	26.3%	42.2%	8.2%	81.2%	75.5%	81.2%	132.4%	-3.4%	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	22.90		0.07%	-0.5%	-0.5%	1.5%	-0.3%	1.7%	3.6%	0.1%	22.7%	27.9%	25.4%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.56		0.02%	0.0%	0.0%	1.1%	2.1%	4.8%	5.2%	1.5%	21.0%	25.9%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.48		-0.12%	0.0%	-0.8%	1.2%	0.2%	4.3%	6.9%	-0.4%	24.2%	27.7%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.4%	1.7%	2.9%	7.4%	8.9%	2.3%	35.0%	58.3%	50.6%	43.8%	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	58.02		-2.0%	-1.5%	1.1%	8.5%	9.4%	25.4%	17.7%	9.0%	85.6%	106.4%	103.2%	124.5%	-2.0%	Jun '26
Int’l Min Volatility- Franklin	40.19		-0.7%	-1.8%	-1.5%	1.1%	11.6%	27.9%	27.1%	9.6%	75.9%	106.1%	95.4%	109.8%	-3.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.60	p	EOD	-0.1%	1.6%	15.4%	17.8%	28.8%	3.0%	17.8%	97.2%	116.8%	120.0%	126.1%	-1.3%	May '26
Small Value- Avantis	120.13		-1.1%	0.1%	0.0%	8.4%	17.5%	37.9%	7.4%	18.1%	72.7%	66.6%	59.8%	83.4%	-1.1%	Jun '26
Mid Value- Pacer Cash Cows	64.11		-1.1%	-1.3%	0.7%	0.6%	7.1%	21.2%	9.0%	6.9%	48.6%	63.3%	47.7%	59.8%	-2.1%	Jun '26
Growth- S&P Momentum	146.30		-4.3%	-2.8%	6.1%	22.6%	21.7%	39.5%	26.6%	23.0%	175.6%	179.7%	138.8%	193.5%	-5.7%	Jun '26
Invesco S&P Quality	85.72		-1.3%	0.4%	5.0%	9.5%	15.2%	22.5%	13.2%	14.7%	82.9%	95.7%	70.6%	124.8%	-1.3%	Jun '26
Rotation Factor- BlackRock	66.50		-2.0%	-1.4%	3.1%	9.7%	9.3%	28.8%	20.0%	9.7%	98.2%	102.8%	85.3%	151.1%	-2.3%	Jun '26
US Min Volatility- Fidelity	69.86		-0.3%	-0.8%	1.0%	3.7%	4.5%	15.6%	11.8%	5.1%	49.7%	62.1%	43.0%	74.4%	-0.8%	May '26
Derivative Income- JPMorgan	55.79		0.1%	-0.4%	-1.3%	-3.4%	0.6%	7.6%	8.1%	0.1%	29.0%	41.9%	29.7%	48.1%	-4.8%	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	17.38	p	EOD	0.2%	1.0%	7.7%	9.8%	13.2%	6.5%	9.9%	33.7%	42.1%	42.3%	41.8%	-0.3%	May '26
Multistrategy- AQR	14.88	p	EOD	0.9%	1.4%	3.3%	7.7%	14.9%	16.4%	6.2%	52.4%	74.3%	74.5%	55.9%	-0.3%	Jun '26
Long Short- AQR	21.18	p	EOD	0.7%	3.1%	2.6%	3.7%	16.1%	34.4%	0.1%	107.5%	167.5%	158.4%	146.4%	-0.5%	Dec '25
Mkt Neutral- BlackRock	16.51	p	EOD	2.2%	5.4%	10.7%	16.2%	22.5%	18.3%	13.2%	82.1%	84.6%	91.4%	92.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.95	p	EOD	0.1%	0.5%	1.6%	2.9%	7.0%	7.2%	2.4%	21.6%	45.4%	37.0%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.36		-0.7%	0.0%	0.7%	4.8%	4.7%	13.9%	9.1%	4.8%	48.6%	62.3%	50.6%	66.5%	-0.7%	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)	368.05	-1.1%	-3.2%	-5.2%	22.4%	14.7%	119.6%	66.0%	17.7%	194.5%	210.1%	155.9%	280.4%	-8.6%	May '26
Meta (Communications)	609.16	-2.9%	-3.7%	0.7%	-7.7%	-9.4%	-10.7%	13.1%	-7.6%	126.2%	85.8%	81.3%	381.5%	-22.7%	Aug '25
Amazon (Cyclical)	253.45	-0.1%	-6.4%	-7.3%	15.8%	10.4%	21.9%	5.2%	9.8%	102.3%	58.1%	48.7%	124.5%	-7.8%	May '26
Tesla (Cyclical)	397.13	-5.1%	-8.9%	2.0%	-2.1%	-12.7%	39.5%	11.4%	-11.7%	82.5%	98.9%	-0.7%	82.8%	-18.9%	Dec '25
Procter & Gamble (Defensive)	146.78	4.3%	2.2%	1.3%	-4.0%	3.8%	-7.2%	-12.3%	3.9%	8.7%	22.6%	1.1%	30.0%	-14.9%	Dec '24
PepsiCo (Defensive)	143.66	1.1%	-0.4%	-7.3%	-9.8%	-0.1%	14.0%	-1.8%	1.0%	-14.3%	12.7%	-5.0%	-4.9%	-19.0%	May '23
Coca-Cola (Defensive)	79.97	4.1%	1.2%	1.9%	4.5%	15.0%	16.1%	15.6%	15.2%	44.0%	65.0%	53.0%	61.0%	-2.4%	May '26
Exxon Mobil (Energy)	149.99	-1.3%	3.3%	-2.5%	0.2%	30.4%	52.0%	16.0%	26.3%	57.5%	193.4%	175.8%	72.6%	-11.9%	Mar '26
Chevron (Energy)	187.03	-0.7%	2.5%	-2.9%	-1.5%	25.9%	41.0%	10.1%	23.9%	35.2%	109.8%	86.1%	36.9%	-11.4%	Mar '26
JPMorgan Chase (Financial)	310.79	-0.03%	3.8%	0.4%	6.4%	-0.4%	21.0%	37.3%	-2.6%	139.3%	111.9%	115.5%	226.1%	-6.6%	Jan '26
Visa (Financial)	323.56	1.1%	-0.9%	0.7%	1.4%	-1.9%	-11.1%	11.8%	-7.4%	46.0%	45.9%	51.2%	86.9%	-12.6%	Jun '25
Mastercard (Financial)	490.57	1.8%	-0.7%	-1.3%	-6.3%	-9.8%	-15.7%	9.0%	-13.8%	34.8%	38.0%	35.8%	76.8%	-17.7%	Aug '25
Bank of America (Financial)	53.42	-1.4%	3.5%	0.6%	7.9%	-0.4%	23.1%	28.0%	-2.3%	100.7%	38.8%	28.8%	95.8%	-6.2%	Jan '26
UnitedHealth (Health)	401.10	1.2%	5.5%	10.2%	40.0%	23.0%	39.4%	-33.1%	22.4%	-14.6%	7.7%	-13.9%	-14.3%	-33.5%	Nov '24
Johnson & Johnson (Health)	234.44	2.7%	4.0%	3.9%	-2.2%	16.7%	55.5%	47.5%	13.9%	60.7%	61.7%	54.5%	59.7%	-5.7%	Mar '26
Eli Lilly (Health)	1150.32	2.2%	4.1%	16.5%	17.2%	14.2%	51.3%	40.2%	7.4%	164.5%	496.9%	340.9%	265.2%	NewNew Peak	Jun '26
Union Pacific (Industrials)	271.18	2.8%	3.3%	2.7%	4.2%	15.8%	25.0%	3.9%	17.8%	45.2%	33.5%	20.7%	53.2%	-2.4%	May '26
Honeywell (Industrials)	216.36	-0.6%	-9.0%	4.1%	-8.7%	14.3%	3.5%	-6.4%	12.1%	24.2%	10.7%	22.1%	43.9%	-12.3%	Mar '26
Nvidia (IT)	207.40	-5.1%	-1.8%	5.5%	13.1%	13.7%	48.2%	38.9%	11.2%	429.9%	1082.8%	589.9%	1705.8%	-12.0%	May '26
Broadcom (IT)	393.85	-6.0%	-11.8%	-7.8%	18.6%	1.3%	52.7%	50.6%	14.0%	410.8%	816.5%	542.3%	866.7%	-18.2%	Jun '26
Adobe (IT)	250.87	-2.9%	-3.2%	-1.9%	-11.0%	-27.6%	-39.6%	-21.3%	-28.3%	-42.2%	-50.3%	-55.5%	-12.3%	-60.5%	Feb '24
Oracle (IT)	214.99	-9.0%	-4.8%	16.0%	39.4%	-0.6%	26.9%	18.1%	11.0%	108.3%	177.5%	159.8%	252.0%	-34.0%	Sep '25
salesforce.com (IT)	185.65	-1.6%	-2.9%	-0.7%	-7.6%	-28.5%	-30.0%	-20.2%	-29.7%	-10.2%	-20.7%	-26.3%	32.4%	-49.0%	Dec '24
Linde PLC (Materials)	511.74	0.8%	2.8%	2.3%	4.8%	28.5%	9.9%	3.2%	20.4%	46.1%	82.0%	60.1%	97.3%	-1.1%	May '26
Sherwin-Williams (Materials)	303.60	1.2%	-0.1%	-2.8%	-9.5%	-8.7%	-14.6%	-3.8%	-6.1%	29.7%	11.8%	-6.9%	55.5%	-23.2%	Nov '24
American Tower (Real Estate)	194.49	0.3%	4.0%	9.2%	4.7%	10.9%	-6.7%	-0.9%	11.9%	14.4%	-14.7%	-22.1%	19.2%	-14.9%	Sep '24
Prologis Inc. (Real Estate)	145.70	1.3%	1.6%	3.9%	6.5%	15.7%	39.8%	25.1%	15.0%	28.6%	37.2%	0.4%	61.9%	-0.8%	May '26
NextEra Energy (Utilities)	85.55	-0.2%	-1.7%	-11.1%	-6.1%	3.6%	22.2%	15.5%	7.3%	26.1%	33.9%	4.7%	29.8%	-12.6%	Apr '26
Duke Energy (Utilities)	124.18	1.9%	1.2%	-1.8%	-4.8%	8.4%	11.0%	12.7%	7.8%	54.6%	48.4%	42.8%	67.2%	-6.1%	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	16.10	p	EOD	-0.1%	1.1%	1.7%	3.2%	9.1%	9.4%	2.9%	24.0%	12.5%	11.4%	33.5%	-0.2%	Jun '26
Moderate-60% Stock	68.61		-1.5%	-1.4%	1.0%	4.5%	6.5%	17.7%	16.4%	6.1%	47.5%	38.1%	33.2%	69.1%	-1.8%	Jun '26
Mod Agg-80% Stock	56.02	p	EOD	0.2%	3.5%	8.3%	10.9%	24.9%	19.6%	10.4%	63.6%	53.5%	46.7%	92.7%	-0.4%	Jun '26
Aggressive-90% Stock	34.41	p	EOD	0.5%	3.8%	11.3%	14.6%	30.1%	20.9%	13.7%	68.7%	58.6%	49.5%	99.6%	-0.4%	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	61120.99	-4.2%	-16.7%	-24.5%	-13.7%	-31.6%	-39.8%	-6.3%	-30.2%	137.3%	65.7%	31.6%	219.0%	-51.0%	Oct '25
Ethereum	1595.93	-9.8%	-20.7%	-32.4%	-23.0%	-47.2%	-34.0%	-11.0%	-46.2%	-11.9%	-40.6%	-57.6%	23.2%	-67.0%	Aug '25
BNB	574.83	-4.8%	-10.5%	-8.8%	-11.2%	-35.0%	-9.3%	23.1%	-33.4%	107.6%	46.9%	12.2%	112.1%	-56.1%	Oct '25
Solana	65.18	-5.1%	-20.4%	-24.5%	-26.5%	-51.1%	-54.9%	-34.2%	-47.6%	224.7%	74.2%	-61.7%	109.1%	-75.1%	Jan '25
Bitcoin ETF	34.63	-3.9%	-16.8%	-25.2%	-14.3%	-31.7%	-40.2%	-6.4%	-30.3%	-	-	-	-	-51.4%	Oct '25
Grayscale Bitcoin (hi fee)	47.38	-4.0%	-16.9%	-25.3%	-14.7%	-32.2%	-41.0%	-7.6%	-30.7%	283.4%	69.8%	53.1%	367.9%	-51.9%	Oct '25
Bloomberg Commodities	23.86	-2.5%	-2.4%	-6.0%	5.4%	19.8%	33.1%	14.9%	22.2%	50.1%	62.6%	55.1%	34.5%	-7.9%	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	5.00	0.5%	0.2%	0.4%	5.3%	4.4%	2.5%	1.1%	3.4%	28.6%	123.5%	148.2%	28.8%	-3.4%	May '26
10yr Treasury rate	4.54	1.4%	2.0%	2.8%	9.5%	9.7%	3.3%	-9.0%	9.1%	22.9%	191.0%	178.9%	16.4%	-9.0%	Oct '23
5yr Treasury rate	4.29	2.4%	3.3%	5.3%	14.5%	15.4%	7.5%	-15.0%	15.2%	11.9%	446.8%	214.1%	4.3%	-13.6%	Oct '23
13-week T-bill	3.62	0.08%	1.0%	0.6%	1.0%	0.6%	-14.4%	-15.7%	2.1%	-29.6%	24053.3%	6735.8%	2.5%	-32.3%	Oct '23
Crude Oil	89.87	-3.4%	2.9%	-12.1%	10.9%	49.6%	41.8%	-19.9%	56.5%	24.6%	29.1%	18.1%	3.0%	-20.4%	Apr '26
Gold	4353.60	-2.7%	-4.5%	-4.4%	-14.1%	3.3%	29.9%	64.5%	0.6%	122.3%	130.4%	141.9%	160.6%	-18.1%	Jan '26
USD/EUR	0.87	0.7%	1.1%	1.6%	0.9%	1.0%	-0.7%	-11.4%	1.9%	-7.1%	-	-1.4%	-15.8%	-11.2%	Jan '25
USD/JPY	160.30	0.2%	0.7%	1.7%	2.1%	3.3%	11.7%	-0.4%	2.5%	15.0%	-	39.2%	9.2%	-0.8%	Jul '24
S&P 500 Volatility Index	18.50	20.1%	20.8%	6.4%	-22.1%	20.1%	0.1%	-13.8%	23.7%	25.6%	12.7%	11.4%	-44.9%	-64.6%	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	50.59		-0.2%	-0.1%	0.2%	0.3%	1.5%	4.5%	6.1%	1.1%	19.3%	18.6%	18.5%	23.8%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.38		-0.2%	-0.2%	0.2%	-0.2%	1.2%	5.6%	4.3%	0.9%	11.6%	6.0%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.85		-0.4%	-0.6%	-0.6%	-1.4%	0.4%	6.2%	8.8%	-0.1%	14.0%	3.1%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.13		-0.4%	-0.9%	-0.7%	-1.7%	-0.7%	3.8%	8.5%	-0.9%	12.7%	0.6%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.0%	0.7%	2.7%	2.9%	8.3%	8.2%	2.4%	32.8%	35.5%	31.4%	38.1%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	47.92		-0.3%	-0.9%	0.0%	-0.5%	0.3%	4.3%	8.2%	0.1%	18.0%	14.2%	13.9%	27.9%	-1.7%	Feb '26
Long Bond- Vanguard	74.67		-0.6%	-1.0%	0.1%	-1.1%	-0.4%	6.0%	7.2%	0.2%	13.1%	-9.3%	-11.4%	25.1%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	0.4%	0.1%	1.2%	5.7%	3.3%	0.9%	10.6%	1.9%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.29		-0.2%	-0.1%	0.3%	-0.4%	1.1%	6.4%	3.4%	0.7%	9.6%	3.1%	2.7%	14.6%	-1.2%	Feb '26

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S&P 500

BelowPeak Jun '26

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BelowPeak Jun '26

Russell 2000 (Small Cap)

BelowPeak May '26

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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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