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S&P 500

-1.3%

BelowPeak May '26

Return

92.9%

[

21.4%

annualized]

Dec 30 2022 - May 21 2026

DJIA (Large Value)

-0.5%

BelowPeak Feb '26

Return

50.7%

[

12.8%

annualized]

Dec 30 2022 - May 21 2026

Russell 2000 (Small Cap)

-2.4%

BelowPeak May '26

Return

60.0%

[

14.9%

annualized]

Dec 30 2022 - May 21 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 21 11:00 AM EDT, next update at 11:10 AM

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	7406.82	-0.4%	-1.3%	4.9%	7.2%	12.2%	26.7%	16.4%	8.2%	76.7%	78.2%	54.4%	107.1%	-1.3%	May '26
DJIA (Large Value)	49950.77	-0.12%	-0.2%	1.6%	0.7%	8.0%	19.3%	13.0%	3.9%	49.4%	46.0%	36.5%	71.0%	-0.5%	Feb '26
Russell 2000 (Small Cap)	2818.57	0.04%	-1.6%	1.9%	5.8%	18.9%	37.7%	11.3%	13.6%	58.9%	27.2%	24.0%	67.0%	-2.4%	May '26
NASDAQ Comp (Tech/Growth)	26132.62	-0.5%	-1.9%	7.7%	14.2%	17.3%	38.5%	20.4%	12.4%	106.5%	94.0%	65.1%	150.9%	-1.9%	May '26
Aggregate Bond	97.98	-0.2%	-0.7%	-1.2%	-1.9%	-0.5%	5.3%	7.2%	-0.6%	11.7%	0.1%	-0.1%	16.6%	-2.4%	Feb '26
Corp Bond	107.66	-0.3%	-0.8%	-1.4%	-2.4%	-0.7%	6.6%	7.9%	-0.8%	15.3%	-0.6%	-2.0%	24.2%	-2.5%	Feb '26
High Yield Bond	79.71	-0.2%	-0.2%	-0.3%	-0.1%	2.1%	7.2%	8.6%	0.9%	28.3%	20.4%	17.4%	37.5%	-0.6%	Apr '26
Preferred	31.06	-0.2%	-1.7%	-0.1%	-1.0%	4.4%	9.5%	4.9%	1.9%	24.5%	8.0%	3.1%	26.6%	-2.1%	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	49.66	-0.12%	-3.9%	-4.1%	-5.8%	16.1%	17.8%	9.9%	10.0%	33.9%	26.7%	21.0%	55.3%	-7.0%	Feb '26
Consumer Discretionary/Cyclical	117.55	-0.3%	-0.9%	-1.2%	0.3%	4.7%	12.0%	7.4%	-1.4%	58.9%	45.2%	15.9%	74.3%	-5.4%	Jan '26
Financial Services	51.56	-0.2%	0.5%	-1.4%	-1.3%	0.7%	4.1%	14.9%	-5.4%	66.0%	49.7%	40.4%	80.6%	-8.1%	Jan '26
Real Estate	96.26	-0.2%	1.0%	1.0%	2.5%	9.6%	14.5%	3.3%	9.9%	35.1%	18.9%	-1.1%	45.1%	-0.8%	May '26
Communication Services	115.89	-0.2%	-1.0%	-1.1%	-0.5%	4.2%	16.3%	23.1%	-1.2%	95.0%	58.6%	55.0%	152.7%	-3.2%	Jan '26
Energy	59.70	-0.2%	2.8%	6.9%	9.5%	35.5%	50.2%	7.9%	34.4%	65.3%	175.1%	142.1%	67.7%	-4.6%	Mar '26
Industrials	169.49	-0.7%	-2.9%	-1.1%	-4.1%	14.0%	21.5%	19.3%	9.6%	77.6%	77.5%	72.5%	110.9%	-5.0%	Mar '26
Technology	176.97	-0.10%	-1.4%	14.4%	25.8%	29.9%	55.2%	24.6%	23.1%	129.4%	170.0%	108.3%	211.6%	-1.4%	May '26
Consumer Staples/Defensive	84.27	-1.5%	-0.8%	3.0%	-3.6%	9.7%	6.1%	1.5%	9.1%	20.4%	35.3%	22.2%	36.8%	-5.9%	Feb '26
Healthcare	147.49	0.2%	0.6%	1.1%	-5.6%	-3.8%	14.1%	14.5%	-4.3%	18.1%	28.5%	13.3%	28.2%	-7.6%	Feb '26
Utilities	44.82	0.7%	-0.2%	-0.3%	-2.6%	3.2%	13.4%	16.0%	5.7%	48.6%	57.6%	43.8%	62.2%	-5.4%	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	154.74	-0.2%	-1.2%	4.0%	4.8%	14.1%	28.1%	22.4%	9.4%	75.6%	70.3%	56.1%	112.2%	-1.2%	May '26
MSCI Emerging Markets	65.36	-0.2%	-3.0%	5.0%	4.8%	24.9%	44.9%	34.0%	19.5%	80.6%	38.3%	46.5%	106.4%	-3.8%	May '26
FTSE Europe	88.11	-0.1%	0.7%	1.4%	-1.6%	13.0%	19.1%	35.8%	5.9%	54.5%	51.9%	46.6%	114.8%	-2.2%	Feb '26
MSCI Japan	90.43	-0.8%	-1.8%	3.8%	-1.1%	15.6%	30.9%	25.9%	12.0%	62.2%	50.4%	49.3%	103.3%	-3.8%	Feb '26
MSCI India	47.56	-1.0%	-1.7%	-4.5%	-11.0%	-12.3%	-12.0%	2.7%	-12.0%	17.4%	18.7%	3.0%	18.4%	-19.1%	Sep '24
MSCI China	55.43	-2.1%	-4.6%	-4.7%	-9.1%	-7.9%	3.0%	31.0%	-7.7%	29.7%	-21.8%	-2.1%	49.9%	-16.2%	Oct '25
International Bond	47.89	-0.06%	-0.2%	-0.2%	-1.6%	-0.3%	2.5%	2.9%	0.0%	12.6%	1.7%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	34.96	-0.2%	-1.2%	-6.0%	-5.7%	20.1%	42.7%	52.7%	14.8%	61.5%	70.1%	98.8%	78.4%	-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	679.45	-0.3%	-1.2%	5.0%	7.5%	12.8%	28.3%	17.8%	8.7%	83.9%	91.2%	64.4%	117.8%	-1.2%	May '26
US Large Growth	124.10	-0.4%	-1.4%	5.3%	9.5%	9.0%	27.7%	19.8%	5.0%	107.1%	122.0%	78.7%	157.9%	-1.4%	May '26
US Large Value	233.32	-0.2%	-0.8%	3.3%	4.0%	15.9%	26.8%	15.7%	11.3%	62.9%	61.1%	50.6%	82.7%	-0.8%	May '26

US MidCap Blend	77.07	0.01%	-0.6%	0.5%	1.7%	11.3%	20.9%	17.0%	6.6%	77.7%	79.5%	57.2%	103.3%	-1.4%	May '26
US MidCap Growth	287.28	0.4%	-0.7%	1.6%	4.3%	5.7%	9.2%	10.7%	3.1%	52.8%	35.6%	17.9%	74.0%	-3.3%	Oct '25
US MidCap Value	191.86	-0.3%	-0.5%	-0.4%	-0.3%	12.7%	22.1%	12.1%	8.8%	56.2%	50.4%	40.5%	69.9%	-1.5%	Apr '26

US Small Blend	284.37	-0.11%	-0.9%	0.1%	2.3%	15.8%	27.1%	8.9%	10.7%	59.3%	40.6%	33.3%	73.0%	-2.2%	May '26
US Small Growth	364.74	0.4%	-2.0%	2.6%	8.2%	18.5%	37.2%	12.9%	13.0%	63.8%	29.8%	26.6%	79.8%	-2.5%	May '26
US Small Value	208.06	-0.3%	-0.9%	1.3%	3.8%	20.7%	41.5%	12.4%	15.1%	65.5%	40.0%	34.4%	69.3%	-2.2%	May '26

Foreign Large Blend	103.33	-0.3%	-0.1%	1.7%	-1.5%	13.6%	21.7%	31.6%	7.6%	54.6%	51.0%	47.6%	105.2%	-2.2%	Feb '26
Foreign Growth	120.23	-0.1%	-0.4%	1.2%	-2.1%	10.1%	13.7%	20.7%	5.5%	31.7%	23.2%	16.7%	76.8%	-2.6%	Feb '26
Foreign Value	78.43	-0.4%	0.1%	2.3%	-0.9%	17.1%	29.6%	42.2%	9.8%	80.5%	81.7%	84.0%	136.0%	-1.9%	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	23.08		-0.06%	-0.1%	0.4%	1.8%	1.3%	2.8%	3.6%	0.9%	24.6%	29.6%	26.4%	32.2%	-0.1%	May '26
Ultra Short- Janus AAA CLO	50.67		0.01%	0.0%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.3%	25.4%	27.7%	NewNew Peak	May '26
Bank Loan- Invesco	20.51		0.07%	-0.7%	-0.2%	1.0%	1.1%	4.9%	6.9%	-0.3%	24.8%	28.4%	26.6%	33.0%	-0.7%	May '26
Interval CEF- Cliffwater	10.40	p	EOD	0.0%	0.5%	1.4%	3.0%	7.5%	8.9%	2.0%	35.7%	58.5%	50.2%	43.4%	-0.1%	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	57.81		-0.3%	-1.6%	3.3%	5.5%	13.7%	27.9%	17.7%	8.6%	88.6%	109.9%	102.5%	123.6%	-1.6%	May '26
Int’l Min Volatility- Franklin	41.51		-0.05%	0.3%	2.8%	1.7%	16.6%	32.5%	27.1%	13.2%	80.5%	114.2%	101.8%	116.7%	NewNew Peak	May '26
MidCap 30 - Hennessy (hi fee)	27.22	p	EOD	-1.0%	0.9%	5.0%	18.9%	25.8%	3.0%	12.2%	92.9%	115.0%	109.4%	115.2%	-3.3%	May '26
Small Value- Avantis	118.37		-0.7%	-0.3%	0.5%	2.7%	23.0%	37.5%	7.4%	16.4%	72.5%	68.9%	57.5%	80.8%	-1.7%	May '26
Mid Value- Pacer Cash Cows	63.06		-0.7%	0.0%	-0.2%	-1.6%	10.1%	20.1%	9.0%	5.1%	45.7%	61.9%	45.3%	57.2%	-2.6%	Feb '26
Growth- S&P Momentum	143.58		0.2%	-2.7%	13.4%	20.0%	26.3%	40.6%	26.6%	20.7%	168.4%	180.9%	134.4%	188.1%	-2.7%	May '26
Invesco S&P Quality	83.24		0.01%	0.1%	4.5%	3.9%	15.1%	21.1%	13.2%	11.3%	79.6%	93.5%	65.6%	118.3%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.18		-0.2%	-1.5%	4.9%	8.0%	13.5%	30.1%	20.0%	9.1%	103.8%	106.3%	84.5%	149.9%	-1.5%	May '26
US Min Volatility- Fidelity	69.53		-0.13%	0.0%	2.3%	2.5%	6.7%	16.1%	11.8%	4.6%	48.4%	62.8%	42.3%	73.6%	-0.4%	May '26
Derivative Income- JPMorgan	55.98		-0.4%	0.0%	-1.9%	-3.9%	3.1%	8.8%	8.1%	0.5%	29.2%	43.7%	30.1%	48.6%	-4.5%	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	17.33	p	EOD	-0.1%	3.4%	8.8%	10.5%	13.6%	6.5%	9.6%	33.8%	41.8%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.73	p	EOD	-0.1%	2.1%	1.5%	7.3%	15.0%	16.4%	5.1%	50.6%	73.7%	72.7%	54.3%	-0.3%	May '26
Long Short- AQR	20.86	p	EOD	0.3%	4.2%	-0.4%	4.9%	15.8%	34.4%	-1.4%	104.2%	158.3%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	15.95	p	EOD	0.3%	4.2%	8.9%	14.1%	18.7%	18.3%	9.4%	77.1%	78.8%	84.9%	85.6%	-0.3%	May '26
Multi Strategy- Variant	26.09	p	EOD	0.0%	0.5%	1.7%	3.0%	7.0%	7.2%	2.2%	21.9%	46.6%	36.7%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.07		-0.3%	-0.2%	2.6%	4.1%	5.9%	14.8%	9.1%	4.4%	49.6%	63.7%	50.0%	65.8%	-0.3%	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)	388.68	-0.06%	-3.1%	17.0%	23.5%	29.9%	131.4%	66.0%	24.3%	219.2%	241.6%	170.3%	301.7%	-3.5%	May '26
Meta (Communications)	599.51	-0.9%	-3.1%	-10.4%	-8.5%	1.1%	-5.4%	13.1%	-9.1%	146.0%	91.1%	78.5%	373.9%	-23.9%	Aug '25
Amazon (Cyclical)	264.44	-0.2%	-1.0%	5.8%	25.9%	19.8%	31.5%	5.2%	14.6%	127.5%	65.1%	55.2%	134.2%	-3.8%	May '26
Tesla (Cyclical)	415.93	-0.3%	-6.2%	7.6%	1.0%	6.4%	24.3%	11.4%	-7.5%	130.9%	114.8%	4.0%	91.5%	-15.1%	Dec '25
Procter & Gamble (Defensive)	141.83	-0.4%	-0.6%	0.4%	-11.1%	-4.6%	-11.8%	-12.3%	0.4%	0.1%	16.7%	-2.3%	25.6%	-17.8%	Dec '24
PepsiCo (Defensive)	148.03	-0.8%	-0.4%	-4.4%	-9.5%	3.1%	18.3%	-1.8%	4.1%	-14.6%	17.5%	-2.1%	-2.0%	-16.5%	May '23
Coca-Cola (Defensive)	81.34	-0.3%	1.1%	8.9%	2.6%	13.1%	16.5%	15.6%	17.1%	41.6%	72.8%	55.6%	63.7%	-0.7%	May '26
Exxon Mobil (Energy)	156.52	0.2%	3.1%	6.2%	7.0%	35.5%	55.8%	16.0%	31.8%	62.8%	219.3%	187.8%	80.1%	-8.1%	Mar '26
Chevron (Energy)	191.57	0.13%	2.6%	3.0%	4.2%	29.0%	45.9%	10.1%	26.9%	38.8%	123.8%	90.6%	40.3%	-9.3%	Mar '26
JPMorgan Chase (Financial)	301.57	-0.1%	0.6%	-3.7%	-2.5%	2.2%	17.8%	37.3%	-5.5%	132.0%	110.4%	109.1%	216.4%	-9.4%	Jan '26
Visa (Financial)	331.74	0.3%	2.9%	7.3%	3.6%	1.6%	-6.7%	11.8%	-5.0%	45.5%	51.9%	55.0%	91.6%	-10.4%	Jun '25
Mastercard (Financial)	500.71	0.5%	2.2%	-2.1%	-4.7%	-7.0%	-11.6%	9.0%	-12.0%	32.2%	40.2%	38.6%	80.4%	-16.0%	Aug '25
Bank of America (Financial)	50.98	-0.5%	2.3%	-4.7%	-3.4%	0.0%	20.5%	28.0%	-6.8%	96.0%	35.8%	22.9%	86.8%	-10.4%	Jan '26
UnitedHealth (Health)	384.43	0.3%	-3.7%	11.1%	33.6%	21.9%	30.5%	-33.1%	17.4%	-14.8%	1.7%	-17.5%	-17.9%	-36.3%	Nov '24
Johnson & Johnson (Health)	229.32	0.00%	-0.6%	1.4%	-4.9%	13.8%	53.9%	47.5%	11.4%	57.8%	54.5%	51.1%	56.2%	-7.7%	Mar '26
Eli Lilly (Health)	1037.32	1.8%	3.2%	15.1%	2.9%	-1.8%	44.1%	40.2%	-3.1%	139.5%	444.0%	297.6%	229.3%	-6.2%	Nov '25
Union Pacific (Industrials)	265.31	-0.2%	-1.5%	5.6%	0.2%	18.6%	21.4%	3.9%	15.3%	42.8%	34.0%	18.1%	49.9%	-3.6%	May '26
Honeywell (Industrials)	223.84	3.0%	3.4%	1.3%	-7.3%	19.0%	9.4%	-6.4%	15.9%	28.4%	18.0%	26.3%	48.9%	-9.3%	Mar '26
Nvidia (IT)	219.47	-1.8%	-6.9%	9.8%	15.6%	22.7%	66.6%	38.9%	17.7%	602.6%	1367.6%	630.1%	1810.9%	-6.9%	May '26
Broadcom (IT)	414.93	-0.7%	-5.7%	3.2%	25.0%	22.5%	82.1%	50.6%	20.1%	532.9%	916.3%	576.7%	918.5%	-5.7%	May '26
Adobe (IT)	245.55	-3.1%	3.6%	-0.7%	-5.1%	-24.3%	-40.7%	-21.3%	-29.8%	-33.9%	-49.7%	-56.5%	-14.2%	-61.3%	Feb '24
Oracle (IT)	189.98	1.0%	-2.9%	4.9%	28.7%	-3.8%	22.1%	18.1%	-1.9%	91.4%	157.2%	129.6%	211.0%	-41.7%	Sep '25
salesforce.com (IT)	176.22	-2.2%	5.2%	-5.8%	-4.6%	-22.1%	-37.1%	-20.2%	-33.3%	-15.0%	-19.7%	-30.0%	25.7%	-51.6%	Dec '24
Linde PLC (Materials)	513.30	1.3%	0.3%	3.7%	3.7%	25.2%	14.2%	3.2%	20.8%	43.6%	84.0%	60.6%	97.9%	NewNew Peak	May '26
Sherwin-Williams (Materials)	304.06	-1.2%	-1.7%	-9.1%	-15.5%	-9.6%	-13.5%	-3.8%	-6.0%	33.8%	12.0%	-6.8%	55.8%	-23.1%	Nov '24
American Tower (Real Estate)	184.22	0.11%	8.0%	5.4%	-0.7%	4.6%	-10.6%	-0.9%	6.0%	7.2%	-14.2%	-26.2%	12.9%	-19.4%	Sep '24
Prologis Inc. (Real Estate)	144.35	-0.2%	1.2%	1.7%	2.8%	16.6%	42.7%	25.1%	14.0%	29.1%	41.5%	-0.5%	60.4%	-0.5%	Apr '26
NextEra Energy (Utilities)	88.79	0.6%	-7.2%	-2.0%	-3.0%	7.1%	27.8%	15.5%	11.4%	30.1%	35.8%	8.7%	34.8%	-9.3%	Apr '26
Duke Energy (Utilities)	124.29	0.4%	0.9%	-0.2%	-1.1%	3.0%	10.5%	12.7%	7.9%	50.8%	46.6%	43.0%	67.3%	-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	15.93	p	EOD	-0.4%	0.2%	-0.3%	2.8%	9.3%	9.4%	1.8%	23.1%	12.4%	10.2%	32.1%	-0.7%	May '26
Moderate-60% Stock	68.32		-0.3%	-0.9%	1.9%	2.0%	8.4%	19.0%	16.4%	5.6%	47.6%	39.7%	32.6%	68.4%	-0.9%	May '26
Mod Agg-80% Stock	54.75	p	EOD	-0.9%	2.8%	3.4%	11.9%	24.1%	19.6%	7.9%	61.2%	53.2%	43.3%	88.3%	-0.9%	May '26
Aggressive-90% Stock	33.53	p	EOD	-1.3%	3.7%	5.0%	15.6%	29.3%	20.9%	10.8%	65.3%	57.8%	45.6%	94.5%	-1.3%	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	76918.22	-0.7%	-5.1%	0.7%	13.1%	-9.6%	-29.9%	-6.3%	-12.1%	186.0%	106.2%	65.6%	301.5%	-38.3%	Oct '25
Ethereum	2119.94	-0.3%	-7.1%	-8.9%	7.7%	-23.3%	-16.9%	-11.0%	-28.6%	17.0%	-12.8%	-43.6%	63.7%	-56.1%	Aug '25
BNB	648.55	-0.04%	-4.3%	2.7%	3.7%	-21.9%	-3.7%	23.1%	-24.9%	109.9%	98.8%	26.6%	139.3%	-50.5%	Oct '25
Solana	85.94	-0.12%	-6.7%	-0.1%	1.5%	-33.1%	-50.5%	-34.2%	-31.0%	322.3%	121.4%	-49.5%	175.8%	-67.2%	Jan '25
Bitcoin ETF	43.56	-1.0%	-5.7%	2.5%	13.4%	-9.2%	-29.5%	-6.4%	-12.3%	-	-	-	-	-38.9%	Oct '25
Grayscale Bitcoin (hi fee)	59.72	-0.9%	-5.6%	2.3%	13.1%	-9.7%	-30.3%	-7.6%	-12.6%	359.4%	119.6%	92.9%	489.7%	-39.3%	Oct '25
Bloomberg Commodities	25.36	0.3%	-0.7%	5.0%	18.2%	33.0%	41.9%	14.9%	29.9%	58.3%	80.1%	64.9%	43.0%	-2.1%	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	5.14	0.5%	2.6%	5.0%	8.8%	9.0%	1.0%	1.1%	6.2%	30.2%	120.4%	155.0%	32.4%	-0.8%	May '26
10yr Treasury rate	4.62	1.0%	3.5%	7.6%	13.0%	13.7%	0.5%	-9.0%	11.0%	25.1%	183.0%	183.7%	18.4%	-7.4%	Oct '23
5yr Treasury rate	4.29	1.5%	4.0%	9.7%	17.5%	18.5%	3.1%	-15.0%	15.2%	14.4%	417.8%	214.1%	4.3%	-13.6%	Oct '23
13-week T-bill	3.57	0.4%	-0.5%	-0.8%	-0.7%	-4.5%	-15.7%	-15.7%	0.6%	-29.8%	118900.0%	6635.8%	1.0%	-33.2%	Oct '23
Crude Oil	101.16	3.0%	0.0%	9.8%	52.4%	74.2%	64.3%	-19.9%	76.2%	41.4%	59.1%	33.0%	15.9%	-10.4%	Apr '26
Gold	4504.10	-0.6%	-3.7%	-4.1%	-11.0%	10.5%	36.1%	64.5%	4.1%	127.6%	140.0%	150.3%	169.7%	-15.3%	Jan '26
USD/EUR	0.86	0.3%	0.6%	1.3%	1.5%	-0.5%	-2.3%	-11.4%	1.3%	-	-	-1.9%	-16.3%	-11.7%	Jan '25
USD/JPY	159.18	0.2%	0.5%	-0.1%	2.6%	1.2%	10.7%	-0.4%	1.8%	-	-	38.2%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	17.58	0.8%	1.9%	-9.8%	-7.9%	-25.0%	-15.8%	-13.8%	17.6%	4.6%	-12.8%	5.9%	-47.6%	-66.4%	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		-0.09%	-0.1%	0.1%	0.1%	1.4%	4.8%	6.1%	0.9%	19.5%	18.6%	18.3%	23.5%	-0.2%	May '26
Interm Muni- JPMorgan	49.90		-0.01%	-0.6%	-0.8%	-1.5%	0.2%	5.0%	4.3%	0.0%	11.0%	5.4%	4.3%	15.8%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.70		-0.3%	-0.9%	-1.4%	-2.1%	0.1%	7.2%	8.8%	-0.5%	14.0%	2.8%	3.1%	19.8%	-2.6%	Feb '26
Interm Bond- Vanguard	75.99		-0.3%	-0.7%	-1.4%	-2.3%	-1.0%	5.1%	8.5%	-1.1%	12.5%	0.9%	1.0%	18.7%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	-0.1%	1.2%	2.7%	8.2%	8.2%	1.6%	32.1%	35.4%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.79		0.02%	-0.2%	-0.6%	-1.8%	0.5%	5.2%	8.2%	-0.1%	17.8%	14.1%	13.6%	27.6%	-2.0%	Feb '26
Long Bond- Vanguard	73.68		-0.3%	-1.1%	-1.8%	-3.4%	-1.4%	8.3%	7.2%	-1.1%	13.0%	-9.2%	-12.6%	23.4%	-4.0%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-0.7%	-1.0%	-1.7%	-0.4%	4.3%	3.3%	-0.5%	10.0%	0.8%	-0.3%	14.6%	-2.1%	Feb '26
Long Muni- iShares	56.71		-0.07%	-0.6%	-1.0%	-1.9%	0.0%	5.6%	3.4%	-0.3%	9.4%	2.3%	1.6%	13.4%	-2.2%	Feb '26

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S&P 500

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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