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S&P 500

-1.3%

BelowPeak May '26

Return

92.8%

[

21.4%

annualized]

Dec 30 2022 - May 18 2026

DJIA (Large Value)

-1.0%

BelowPeak Feb '26

Return

49.9%

[

12.7%

annualized]

Dec 30 2022 - May 18 2026

Russell 2000 (Small Cap)

-3.9%

BelowPeak May '26

Return

57.6%

[

14.4%

annualized]

Dec 30 2022 - May 18 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 18 11:30 PM EDT, next update at 11:40 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	7403.05	-0.07%	0.0%	3.9%	7.9%	11.5%	24.1%	16.4%	8.1%	76.6%	79.9%	54.3%	107.0%	-1.3%	May '26
DJIA (Large Value)	49686.12	0.3%	-0.1%	0.5%	0.6%	7.7%	16.1%	13.0%	3.4%	48.6%	46.6%	35.8%	70.1%	-1.0%	Feb '26
Russell 2000 (Small Cap)	2775.10	-0.7%	-2.4%	-0.1%	4.1%	18.2%	31.9%	11.3%	11.8%	56.5%	26.5%	22.1%	64.4%	-3.9%	May '26
NASDAQ Comp (Tech/Growth)	26090.73	-0.5%	0.0%	6.6%	15.0%	15.6%	35.8%	20.4%	12.3%	106.1%	96.2%	64.8%	150.5%	-2.0%	May '26
Aggregate Bond	98.01	-0.01%	-0.6%	-1.5%	-1.9%	-0.1%	4.4%	7.2%	-0.6%	11.7%	0.5%	-0.1%	16.7%	-2.4%	Feb '26
Corp Bond	107.66	-0.2%	-0.8%	-1.8%	-2.5%	-0.2%	5.1%	7.9%	-0.8%	15.3%	0.1%	-2.0%	24.2%	-2.5%	Feb '26
High Yield Bond	79.54	0.10%	-0.4%	-0.9%	-0.2%	2.2%	6.2%	8.6%	0.6%	28.0%	20.8%	17.2%	37.2%	-0.9%	Apr '26
Preferred	31.16	-0.2%	-1.3%	-0.5%	-0.7%	4.6%	7.8%	4.9%	2.2%	24.9%	9.1%	3.5%	27.0%	-1.8%	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	50.22	-0.2%	-3.7%	-3.2%	-4.5%	18.3%	17.3%	9.9%	11.2%	35.5%	28.5%	22.3%	57.1%	-5.9%	Feb '26
Consumer Discretionary/Cyclical	116.32	-0.2%	-1.7%	-3.4%	0.3%	4.0%	8.0%	7.4%	-2.4%	57.3%	44.5%	14.7%	72.5%	-6.4%	Jan '26
Financial Services	51.74	1.3%	0.3%	-1.3%	-0.3%	1.2%	1.8%	14.9%	-5.0%	66.5%	51.7%	40.9%	81.3%	-7.8%	Jan '26
Real Estate	95.01	1.2%	-1.7%	-1.7%	2.0%	9.5%	9.4%	3.3%	8.5%	33.4%	18.6%	-2.4%	43.2%	-2.1%	May '26
Communication Services	116.98	0.8%	1.0%	-1.8%	1.9%	5.9%	16.2%	23.1%	-0.3%	96.8%	62.3%	56.4%	155.1%	-2.3%	Jan '26
Energy	60.58	1.9%	5.2%	10.1%	10.5%	36.8%	48.2%	7.9%	36.4%	67.7%	179.3%	145.6%	70.1%	-3.2%	Mar '26
Industrials	170.75	-0.4%	-2.1%	-1.6%	-2.9%	14.3%	19.9%	19.3%	10.4%	78.9%	80.1%	73.8%	112.5%	-4.3%	Mar '26
Technology	174.36	-1.1%	-0.5%	13.0%	24.5%	24.5%	49.5%	24.6%	21.3%	126.1%	169.6%	105.3%	207.0%	-2.9%	May '26
Consumer Staples/Defensive	85.90	1.5%	1.7%	4.2%	-1.5%	13.8%	7.3%	1.5%	11.2%	22.8%	39.2%	24.6%	39.4%	-4.0%	Feb '26
Healthcare	145.72	0.4%	-0.1%	-2.1%	-7.0%	-3.5%	10.4%	14.5%	-5.5%	16.6%	28.3%	12.0%	26.7%	-8.7%	Feb '26
Utilities	43.94	0.2%	-2.8%	-4.8%	-4.0%	0.8%	9.5%	16.0%	3.6%	45.7%	56.7%	41.0%	59.0%	-7.3%	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	154.35	0.2%	-0.2%	2.3%	5.5%	13.2%	26.1%	22.4%	9.1%	75.1%	71.7%	55.8%	111.6%	-1.5%	May '26
MSCI Emerging Markets	64.97	-0.2%	-1.3%	2.1%	6.4%	22.4%	43.5%	34.0%	18.8%	79.6%	36.7%	45.7%	105.2%	-4.4%	May '26
FTSE Europe	87.11	1.5%	0.0%	-2.2%	-1.8%	11.9%	17.8%	35.8%	4.7%	52.8%	52.6%	44.9%	112.4%	-3.3%	Feb '26
MSCI Japan	90.92	-0.2%	-1.2%	0.8%	-0.3%	17.0%	31.1%	25.9%	12.6%	63.1%	53.4%	50.1%	104.4%	-3.2%	Feb '26
MSCI India	47.84	-0.3%	0.7%	-6.7%	-8.5%	-12.7%	-12.7%	2.7%	-11.5%	18.1%	19.1%	3.7%	19.1%	-18.6%	Sep '24
MSCI China	56.36	-0.5%	-3.2%	-4.9%	-7.2%	-7.8%	5.3%	31.0%	-6.2%	31.9%	-21.1%	-0.4%	52.4%	-14.8%	Oct '25
International Bond	47.70	0.3%	-0.2%	-1.1%	-1.9%	-0.5%	1.5%	2.9%	-0.4%	12.1%	1.5%	1.0%	17.0%	-2.4%	Feb '26
iShares Latin America	34.83	1.1%	-3.2%	-8.0%	-4.4%	18.4%	40.3%	52.7%	14.4%	61.0%	68.6%	98.1%	77.7%	-8.6%	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	678.91	-0.08%	0.0%	4.0%	8.2%	12.1%	25.6%	17.8%	8.6%	83.8%	93.0%	64.3%	117.6%	-1.3%	May '26
US Large Growth	124.10	-0.2%	0.6%	4.2%	10.2%	7.4%	25.1%	19.8%	5.0%	107.1%	124.7%	78.7%	157.9%	-1.4%	May '26
US Large Value	232.67	0.2%	-0.7%	2.4%	4.3%	16.1%	23.8%	15.7%	11.0%	62.5%	62.1%	50.1%	82.2%	-1.1%	May '26

US MidCap Blend	76.62	0.12%	-0.8%	-0.2%	1.5%	10.7%	17.2%	17.0%	6.0%	76.7%	80.6%	56.3%	102.1%	-2.0%	May '26
US MidCap Growth	284.22	-0.5%	-1.1%	0.2%	3.5%	3.4%	5.2%	10.7%	2.0%	51.2%	36.9%	16.6%	72.1%	-4.3%	Oct '25
US MidCap Value	191.83	0.6%	-0.4%	-0.4%	0.3%	13.7%	19.4%	12.1%	8.7%	56.2%	51.4%	40.5%	69.9%	-1.5%	Apr '26

US Small Blend	281.43	-0.1%	-1.7%	-1.1%	1.5%	15.4%	22.0%	8.9%	9.5%	57.6%	40.1%	31.9%	71.2%	-3.2%	May '26
US Small Growth	357.58	-1.3%	-3.0%	0.3%	5.8%	16.4%	31.2%	12.9%	10.7%	60.5%	28.7%	24.1%	76.2%	-4.4%	May '26
US Small Value	206.08	0.05%	-1.7%	-0.2%	3.2%	21.4%	36.0%	12.4%	14.0%	63.9%	39.5%	33.1%	67.7%	-3.1%	May '26

Foreign Large Blend	102.66	0.9%	-0.5%	-1.6%	-1.3%	13.0%	20.7%	31.6%	6.9%	53.6%	52.2%	46.7%	103.9%	-2.8%	Feb '26
Foreign Growth	119.07	0.7%	-1.1%	-2.7%	-2.1%	8.8%	12.2%	20.7%	4.5%	30.4%	24.4%	15.6%	75.1%	-3.5%	Feb '26
Foreign Value	78.19	1.2%	0.1%	-0.5%	-0.5%	17.3%	29.7%	42.2%	9.5%	80.0%	83.1%	83.4%	135.3%	-2.2%	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	23.06	-0.07%	0.0%	0.8%	1.7%	0.9%	2.6%	3.6%	0.8%	24.5%	29.5%	26.3%	32.1%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.65	0.04%	0.1%	0.4%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.2%	25.4%	27.7%	NewNew Peak	May '26
Bank Loan- Invesco	20.52	-0.4%	-0.6%	-0.2%	1.0%	1.2%	4.7%	6.9%	-0.2%	24.8%	28.7%	26.6%	33.0%	-0.7%	May '26
Interval CEF- Cliffwater	10.41	0%	0.1%	0.6%	1.6%	3.2%	7.7%	8.9%	2.1%	35.8%	58.8%	50.3%	43.6%	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	57.76	-0.2%	-0.3%	2.3%	6.2%	12.9%	25.5%	17.7%	8.5%	88.4%	111.2%	102.3%	123.5%	-1.6%	May '26
Int’l Min Volatility- Franklin	41.33	0.7%	0.9%	1.1%	1.7%	17.0%	31.6%	27.1%	12.7%	79.7%	114.8%	101.0%	115.8%	-0.2%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.82	-0.5%	-2.1%	-1.3%	4.4%	15.9%	20.8%	3.0%	10.5%	90.1%	112.1%	106.3%	112.1%	-4.8%	May '26
Small Value- Avantis	118.42	1.0%	0.1%	0.8%	3.3%	24.9%	33.5%	7.4%	16.4%	72.6%	69.5%	57.6%	80.8%	-1.6%	May '26
Mid Value- Pacer Cash Cows	63.59	1.0%	0.8%	0.9%	-0.5%	11.6%	18.4%	9.0%	6.0%	46.9%	64.7%	46.5%	58.5%	-1.8%	Feb '26
Growth- S&P Momentum	141.42	-1.4%	-2.1%	10.2%	18.8%	21.8%	35.5%	26.6%	18.9%	164.3%	180.5%	130.9%	183.7%	-4.1%	May '26
Invesco S&P Quality	82.63	0.06%	0.0%	2.6%	4.0%	14.6%	18.3%	13.2%	10.5%	78.3%	94.8%	64.4%	116.7%	-0.7%	May '26
Rotation Factor- BlackRock	66.11	-0.3%	0.2%	3.8%	8.7%	12.3%	27.7%	20.0%	9.0%	103.6%	108.8%	84.3%	149.6%	-1.6%	May '26
US Min Volatility- Fidelity	69.84	0.8%	1.2%	1.8%	3.5%	7.6%	14.9%	11.8%	5.1%	49.1%	64.6%	42.9%	74.3%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.13	0.4%	0.1%	-2.1%	-3.3%	3.8%	8.3%	8.1%	0.7%	29.5%	45.1%	30.5%	49.0%	-4.3%	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	17.44	0%	0.5%	4.6%	9.3%	11.2%	14.1%	6.5%	10.3%	34.7%	42.2%	42.8%	42.3%	NewNew Peak	May '26
Multistrategy- AQR	14.78	0.3%	0.3%	2.3%	2.2%	7.0%	15.3%	16.4%	5.5%	51.1%	74.1%	73.3%	54.9%	NewNew Peak	May '26
Long Short- AQR	20.86	0.2%	0.2%	2.5%	-0.5%	4.2%	16.3%	34.4%	-1.4%	104.2%	158.1%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	15.99	0.5%	0.7%	4.3%	9.4%	13.7%	19.5%	18.3%	9.7%	77.5%	78.1%	85.4%	86.0%	NewNew Peak	May '26
Multi Strategy- Variant	26.09	0%	0.1%	0.6%	1.8%	3.0%	6.8%	7.2%	2.2%	21.9%	46.7%	36.7%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.31	0.08%	0.2%	2.6%	5.0%	5.9%	14.4%	9.1%	4.8%	50.1%	65.5%	50.5%	66.4%	NewNew Peak	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)	396.94	0.04%	2.5%	16.2%	31.2%	35.7%	139.2%	66.0%	26.9%	226.0%	252.4%	176.0%	310.2%	-1.4%	May '26
Meta (Communications)	611.21	-0.5%	1.4%	-11.2%	-5.1%	3.7%	-4.3%	13.1%	-7.3%	150.8%	96.4%	82.0%	383.1%	-22.4%	Aug '25
Amazon (Cyclical)	264.86	0.3%	-0.4%	5.7%	29.3%	18.9%	28.5%	5.2%	14.7%	127.8%	63.9%	55.4%	134.6%	-3.7%	May '26
Tesla (Cyclical)	409.99	-2.9%	-5.4%	2.3%	-0.4%	1.5%	19.8%	11.4%	-8.8%	127.6%	118.3%	2.5%	88.7%	-16.3%	Dec '25
Procter & Gamble (Defensive)	142.39	0.6%	-1.1%	-2.4%	-9.5%	-1.7%	-11.1%	-12.3%	0.8%	0.5%	18.4%	-2.0%	26.1%	-17.5%	Dec '24
PepsiCo (Defensive)	149.06	-0.04%	-1.8%	-5.5%	-8.6%	3.2%	17.6%	-1.8%	4.8%	-14.0%	19.7%	-1.4%	-1.4%	-15.9%	May '23
Coca-Cola (Defensive)	81.20	0.5%	1.5%	7.2%	3.6%	15.8%	16.2%	15.6%	16.9%	41.3%	74.0%	55.4%	63.4%	NewNew Peak	May '26
Exxon Mobil (Energy)	160.49	1.6%	7.3%	10.3%	7.0%	38.6%	55.5%	16.0%	35.2%	67.0%	227.0%	195.1%	84.7%	-5.8%	Mar '26
Chevron (Energy)	196.12	2.6%	5.5%	6.6%	6.1%	30.5%	46.2%	10.1%	29.9%	42.1%	131.2%	95.1%	43.6%	-7.1%	Mar '26
JPMorgan Chase (Financial)	300.73	1.0%	-1.4%	-3.1%	-1.9%	0.1%	15.7%	37.3%	-5.8%	131.4%	111.8%	108.6%	215.5%	-9.7%	Jan '26
Visa (Financial)	332.64	2.1%	1.9%	5.1%	4.5%	3.1%	-8.9%	11.8%	-4.8%	45.9%	53.8%	55.5%	92.1%	-10.2%	Jun '25
Mastercard (Financial)	505.79	2.3%	1.2%	-3.0%	-2.6%	-4.3%	-13.2%	9.0%	-11.1%	33.5%	44.3%	40.0%	82.2%	-15.2%	Aug '25
Bank of America (Financial)	50.69	1.8%	-0.2%	-6.0%	-3.4%	-1.5%	15.8%	28.0%	-7.3%	94.9%	36.4%	22.2%	85.8%	-11.0%	Jan '26
UnitedHealth (Health)	391.13	-0.7%	-1.3%	20.5%	36.0%	28.4%	27.3%	-33.1%	19.4%	-13.3%	4.1%	-16.0%	-16.5%	-35.2%	Nov '24
Johnson & Johnson (Health)	228.92	1.0%	2.1%	-2.2%	-6.8%	14.4%	54.3%	47.5%	11.2%	57.5%	55.0%	50.8%	56.0%	-7.9%	Mar '26
Eli Lilly (Health)	988.09	-1.7%	0.0%	6.8%	-3.3%	-5.5%	31.8%	40.2%	-7.7%	128.2%	427.1%	278.7%	213.7%	-10.7%	Nov '25
Union Pacific (Industrials)	275.13	1.7%	3.6%	9.6%	5.2%	25.8%	22.7%	3.9%	19.6%	48.1%	38.5%	22.5%	55.4%	NewNew Peak	May '26
Honeywell (Industrials)	217.23	1.9%	-0.1%	-6.5%	-8.8%	15.2%	4.7%	-6.4%	12.5%	24.6%	15.5%	22.6%	44.5%	-11.9%	Mar '26
Nvidia (IT)	222.32	-1.3%	0.7%	10.2%	18.3%	19.2%	64.0%	38.9%	19.2%	611.7%	1484.6%	639.6%	1835.8%	-5.7%	May '26
Broadcom (IT)	420.71	-1.1%	0.3%	3.5%	26.2%	19.2%	83.9%	50.6%	21.8%	541.7%	952.7%	586.1%	932.6%	-4.3%	May '26
Adobe (IT)	255.64	3.2%	6.1%	4.6%	-1.4%	-19.6%	-39.2%	-21.3%	-27.0%	-31.1%	-46.8%	-54.7%	-10.7%	-59.7%	Feb '24
Oracle (IT)	186.61	-3.3%	-0.1%	6.6%	19.6%	-16.7%	18.1%	18.1%	-3.7%	88.0%	153.6%	125.5%	205.5%	-42.7%	Sep '25
salesforce.com (IT)	179.48	3.4%	4.8%	-1.5%	-2.9%	-20.9%	-37.1%	-20.2%	-32.1%	-13.4%	-17.7%	-28.7%	28.0%	-50.7%	Dec '24
Linde PLC (Materials)	510.86	0.9%	1.4%	3.8%	4.6%	24.5%	12.5%	3.2%	20.2%	43.0%	84.7%	59.8%	97.0%	-0.5%	May '26
Sherwin-Williams (Materials)	302.78	0.9%	-2.8%	-12.4%	-15.1%	-8.0%	-15.8%	-3.8%	-6.4%	33.2%	12.5%	-7.2%	55.1%	-23.4%	Nov '24
American Tower (Real Estate)	177.28	3.9%	-0.9%	-2.8%	-3.1%	0.2%	-14.6%	-0.9%	2.0%	3.1%	-16.2%	-29.0%	8.6%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	142.31	1.3%	-1.0%	-1.9%	3.2%	18.1%	33.1%	25.1%	12.4%	27.2%	42.2%	-1.9%	58.1%	-1.9%	Apr '26
NextEra Energy (Utilities)	89.04	-4.6%	-5.9%	-3.2%	-2.2%	7.1%	24.1%	15.5%	11.7%	30.5%	39.5%	9.0%	35.1%	-9.0%	Apr '26
Duke Energy (Utilities)	122.84	1.6%	-0.9%	-3.2%	-2.0%	2.2%	8.7%	12.7%	6.6%	49.0%	47.3%	41.3%	65.4%	-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	15.88	0.13%	-0.6%	-0.6%	-0.4%	2.7%	8.0%	9.4%	1.5%	22.7%	12.5%	9.9%	31.7%	-1.0%	May '26
Moderate-60% Stock	68.19	0.09%	-0.5%	0.6%	2.3%	8.1%	17.5%	16.4%	5.4%	47.4%	40.4%	32.4%	68.1%	-1.1%	May '26
Mod Agg-80% Stock	54.51	0.11%	-0.5%	1.3%	3.6%	11.1%	22.1%	19.6%	7.5%	60.5%	53.8%	42.7%	87.5%	-1.4%	May '26
Aggressive-90% Stock	33.32	-0.09%	-0.8%	1.9%	5.3%	14.4%	26.9%	20.9%	10.1%	64.3%	58.3%	44.7%	93.3%	-1.9%	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	76709.49	-0.3%	-4.7%	-0.5%	14.6%	-16.1%	-27.4%	-6.3%	-12.3%	185.3%	107.3%	65.1%	300.4%	-38.5%	Oct '25
Ethereum	2127.35	-0.06%	-6.5%	-12.1%	9.2%	-29.6%	-15.9%	-11.0%	-28.3%	17.4%	-13.5%	-43.4%	64.3%	-56.0%	Aug '25
BNB	642.74	-0.08%	-3.3%	-0.1%	5.9%	-28.2%	-1.1%	23.1%	-25.5%	108.0%	89.6%	25.5%	137.2%	-50.9%	Oct '25
Solana	84.99	-0.4%	-9.9%	-4.4%	3.2%	-37.9%	-49.1%	-34.2%	-31.7%	317.6%	142.1%	-50.1%	172.7%	-67.5%	Jan '25
Bitcoin ETF	43.53	-2.9%	-5.0%	-0.9%	14.3%	-14.2%	-27.4%	-6.4%	-12.3%	-	-	-	-	-38.9%	Oct '25
Grayscale Bitcoin (hi fee)	59.66	-2.9%	-5.0%	-1.0%	14.0%	-14.8%	-28.3%	-7.6%	-12.7%	359.0%	102.6%	92.7%	489.1%	-39.4%	Oct '25
Bloomberg Commodities	25.63	1.0%	-1.1%	8.4%	20.6%	32.8%	46.0%	14.9%	31.2%	59.9%	80.3%	66.6%	44.5%	-1.1%	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	5.15	0.4%	2.3%	5.4%	9.4%	8.3%	4.2%	1.1%	6.3%	30.4%	115.6%	155.3%	32.5%	NewNew Peak	May '26
10yr Treasury rate	4.62	0.6%	3.6%	8.9%	13.4%	11.9%	3.3%	-9.0%	11.0%	25.2%	174.7%	184.0%	18.5%	-7.3%	Oct '23
5yr Treasury rate	4.28	0.5%	3.8%	11.5%	17.4%	15.4%	4.9%	-15.0%	15.0%	14.2%	395.9%	213.6%	4.1%	-13.7%	Oct '23
13-week T-bill	3.57	-0.6%	-1.0%	-0.9%	-0.8%	-5.4%	-15.8%	-15.7%	0.6%	-29.8%	71260.0%	6632.1%	1.0%	-33.3%	Oct '23
Crude Oil	102.89	-5.3%	0.7%	22.7%	54.9%	73.1%	64.1%	-19.9%	79.2%	43.8%	62.4%	35.2%	17.9%	-8.9%	Apr '26
Gold	4554.60	0.05%	-2.6%	-6.2%	-8.5%	11.7%	41.1%	64.5%	5.3%	130.2%	142.1%	153.1%	172.7%	-14.4%	Jan '26
USD/EUR	0.86	0.09%	0.7%	1.0%	1.2%	-0.6%	-3.6%	-11.4%	0.9%	-	4.5%	-2.4%	-16.7%	-12.1%	Jan '25
USD/JPY	158.95	0.07%	0.8%	0.2%	2.7%	2.2%	9.6%	-0.4%	1.6%	-	45.5%	38.0%	8.3%	-1.7%	Jul '24
S&P 500 Volatility Index	17.82	-3.3%	-0.9%	1.9%	-11.9%	-24.7%	-1.8%	-13.8%	19.2%	6.0%	-19.7%	7.3%	-46.9%	-65.9%	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	50.49	0.06%	-0.1%	0.0%	0.1%	1.6%	4.7%	6.1%	0.9%	19.5%	18.7%	18.3%	23.5%	-0.2%	May '26
Interm Muni- JPMorgan	49.99	0.06%	-0.5%	-0.8%	-1.3%	0.6%	4.7%	4.3%	0.2%	11.1%	5.7%	4.5%	16.0%	-1.7%	Feb '26
Interm Bond- Janus MSB	44.71	-0.09%	-0.9%	-1.8%	-1.9%	0.6%	6.2%	8.8%	-0.4%	14.0%	2.8%	3.1%	19.9%	-2.6%	Feb '26
Interm Bond- Vanguard	76.02	-0.05%	-0.7%	-1.7%	-2.2%	-0.5%	4.4%	8.5%	-1.0%	12.6%	1.4%	1.1%	18.7%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.94	0%	-0.2%	-0.1%	1.1%	2.8%	7.8%	8.2%	1.5%	31.9%	35.5%	30.2%	36.8%	-0.4%	May '26
Int’l Bond- JPMorgan	47.68	0.02%	-0.5%	-1.2%	-1.9%	0.4%	4.5%	8.2%	-0.4%	17.5%	13.8%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	73.57	-0.3%	-1.2%	-2.5%	-3.7%	-1.0%	5.7%	7.2%	-1.3%	12.9%	-8.3%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.32	-0.11%	-0.7%	-0.9%	-1.6%	-0.3%	3.9%	3.3%	-0.4%	10.1%	1.0%	-0.2%	14.7%	-2.0%	Feb '26
Long Muni- iShares	56.80	0.02%	-0.6%	-0.9%	-1.7%	0.3%	4.9%	3.4%	-0.2%	9.5%	2.7%	1.8%	13.6%	-2.0%	Feb '26

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BelowPeak May '26

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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.

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performance monitoring, and client presentations.
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