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S&P 500

New Peak

Return

88.3%

[

20.9%

annualized]

Dec 30 2022 - May 01 2026

DJIA (Large Value)

-1.4%

BelowPeak Feb '26

Return

49.3%

[

12.8%

annualized]

Dec 30 2022 - May 01 2026

Russell 2000 (Small Cap)

New Peak

Return

59.7%

[

15.1%

annualized]

Dec 30 2022 - May 01 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 01 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	7230.12	0.3%	0.9%	9.8%	3.6%	5.7%	27.1%	16.4%	5.6%	75.5%	72.9%	50.7%	102.1%	New Peak	May '26
DJIA (Large Value)	49499.27	-0.3%	0.5%	6.4%	0.2%	4.1%	19.8%	13.0%	3.0%	46.9%	46.1%	35.3%	69.5%	-1.4%	Feb '26
Russell 2000 (Small Cap)	2812.82	0.5%	0.9%	11.2%	6.5%	13.4%	39.2%	11.3%	13.3%	62.4%	24.1%	23.8%	66.7%	New Peak	May '26
NASDAQ Comp (Tech/Growth)	25114.44	0.9%	1.1%	14.8%	6.5%	5.9%	39.7%	20.4%	8.1%	107.9%	79.9%	58.6%	141.1%	New Peak	May '26
Aggregate Bond	98.90	-0.2%	-0.7%	-0.3%	-0.1%	0.3%	4.7%	7.2%	0.0%	10.6%	0.7%	0.5%	17.3%	-1.8%	Feb '26
Corp Bond	108.60	-0.2%	-0.9%	-0.5%	-0.6%	-0.1%	5.8%	7.9%	-0.3%	13.2%	0.1%	-1.6%	24.8%	-2.1%	Feb '26
High Yield Bond	80.06	-0.4%	-0.5%	0.6%	0.1%	2.0%	7.5%	8.6%	0.8%	27.5%	20.2%	17.3%	37.3%	-0.7%	Apr '26
Preferred	31.41	-0.13%	-0.3%	3.2%	0.4%	3.1%	9.7%	4.9%	2.6%	23.4%	8.6%	3.9%	27.5%	-0.8%	Feb '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	51.35	-0.2%	-1.1%	1.9%	3.9%	21.0%	23.3%	9.9%	13.7%	36.6%	36.6%	25.1%	60.6%	-3.8%	Feb '26
Consumer Discretionary/Cyclical	118.63	0.2%	-0.1%	9.7%	-2.5%	-0.7%	18.7%	7.4%	-0.5%	65.9%	38.1%	16.9%	75.9%	-4.5%	Jan '26
Financial Services	51.92	-0.4%	1.0%	4.8%	-3.4%	0.0%	5.9%	14.9%	-4.7%	68.5%	56.2%	41.4%	81.9%	-7.5%	Jan '26
Real Estate	96.06	-0.3%	0.8%	6.5%	8.0%	9.9%	11.3%	3.3%	9.7%	33.4%	17.2%	-1.3%	44.8%	-1.0%	Apr '26
Communication Services	116.72	0.2%	1.0%	4.5%	-2.2%	2.3%	21.3%	23.1%	-0.5%	105.2%	57.3%	56.1%	154.5%	-2.5%	Jan '26
Energy	58.85	-1.3%	3.5%	-0.7%	18.4%	35.6%	48.2%	7.9%	32.5%	61.2%	186.4%	138.6%	65.3%	-5.9%	Mar '26
Industrials	172.96	-0.9%	0.3%	5.6%	3.5%	12.2%	30.2%	19.3%	11.8%	81.8%	83.1%	76.0%	115.2%	-3.0%	Mar '26
Technology	161.87	1.5%	1.0%	19.0%	11.6%	8.0%	50.3%	24.6%	12.6%	121.1%	140.7%	90.6%	185.0%	New Peak	May '26
Consumer Staples/Defensive	84.17	-0.2%	1.1%	2.8%	0.2%	11.9%	6.1%	1.5%	9.0%	18.2%	37.9%	22.1%	36.6%	-6.0%	Feb '26
Healthcare	145.16	-0.6%	0.7%	-1.1%	-6.4%	1.5%	6.7%	14.5%	-5.8%	14.2%	29.6%	11.5%	26.2%	-9.0%	Feb '26
Utilities	46.55	-0.6%	0.8%	0.5%	10.0%	6.0%	20.0%	16.0%	9.8%	49.5%	62.3%	49.3%	68.4%	-1.8%	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	151.66	0.08%	0.8%	8.8%	3.7%	8.2%	29.1%	22.4%	7.2%	75.0%	67.0%	53.0%	108.0%	New Peak	May '26
MSCI Emerging Markets	64.13	0.2%	0.6%	13.3%	8.2%	17.6%	45.9%	34.0%	17.2%	78.9%	33.6%	43.8%	102.5%	New Peak	May '26
FTSE Europe	87.15	0.01%	0.1%	4.7%	-0.7%	10.1%	21.2%	35.8%	4.7%	53.4%	55.4%	45.0%	112.4%	-3.2%	Feb '26
MSCI Japan	88.30	-0.9%	1.1%	3.5%	2.8%	9.8%	28.5%	25.9%	9.4%	65.7%	47.9%	45.8%	98.5%	-6.0%	Feb '26
MSCI India	49.12	-0.6%	-0.9%	5.3%	-7.8%	-9.0%	-8.9%	2.7%	-9.1%	20.7%	28.8%	6.4%	22.3%	-16.4%	Sep '24
MSCI China	57.72	0.3%	-0.2%	3.4%	-6.3%	-8.1%	10.4%	31.0%	-3.9%	33.9%	-21.2%	2.0%	56.1%	-12.8%	Oct '25
International Bond	47.97	-0.2%	-0.4%	0.0%	-0.5%	-0.8%	1.6%	2.9%	-0.1%	11.3%	1.2%	1.3%	17.3%	-2.1%	Feb '26
iShares Latin America	36.20	-0.7%	-1.7%	1.6%	1.6%	26.1%	52.4%	52.7%	18.9%	77.2%	83.0%	105.9%	84.7%	-5.0%	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	662.52	0.3%	0.9%	9.9%	3.9%	6.3%	28.8%	17.8%	6.0%	82.7%	85.4%	60.3%	112.4%	New Peak	May '26
US Large Growth	120.05	0.7%	-74.9%	-72.1%	-74.3%	-75.2%	-68.0%	18.3%	-74.6%	-50.1%	-52.4%	-60.0%	-41.2%	-75.5%	Oct '25
US Large Value	230.86	-0.2%	1.4%	7.1%	4.5%	13.8%	27.1%	15.7%	10.2%	60.6%	61.4%	49.0%	80.8%	-0.2%	Apr '26

US MidCap Blend	77.23	-0.10%	0.7%	6.5%	4.3%	8.3%	24.4%	17.0%	6.8%	79.2%	78.3%	57.5%	103.7%	-0.1%	Apr '26
US MidCap Growth	285.15	0.2%	0.7%	9.1%	2.9%	-2.0%	13.1%	10.7%	2.4%	55.2%	30.9%	17.0%	72.7%	-4.0%	Oct '25
US MidCap Value	193.79	-0.5%	0.6%	4.6%	4.9%	13.6%	25.0%	12.1%	9.9%	56.3%	53.6%	41.9%	71.6%	-0.5%	Apr '26

US Small Blend	284.82	0.2%	0.5%	7.6%	5.2%	12.5%	30.1%	8.9%	10.8%	61.8%	37.9%	33.5%	73.3%	-0.5%	Apr '26
US Small Growth	362.46	0.7%	1.2%	13.9%	6.8%	9.9%	39.2%	12.9%	12.2%	67.4%	22.1%	25.8%	78.7%	New Peak	May '26
US Small Value	208.23	0.2%	0.6%	8.3%	6.6%	18.6%	42.6%	12.4%	15.2%	69.2%	41.0%	34.5%	69.5%	New Peak	May '26

Foreign Large Blend	102.10	-0.2%	0.3%	4.2%	0.7%	10.0%	22.8%	31.6%	6.3%	54.6%	52.8%	45.9%	102.8%	-3.4%	Feb '26
Foreign Growth	118.86	-0.2%	-0.3%	5.3%	-0.8%	4.4%	14.5%	20.7%	4.3%	32.3%	23.9%	15.4%	74.8%	-3.7%	Feb '26
Foreign Value	77.36	-0.3%	0.9%	3.1%	1.9%	15.6%	31.3%	42.2%	8.3%	79.3%	85.0%	81.5%	132.8%	-3.2%	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	22.99	-0.7%	-0.8%	0.7%	-0.2%	0.0%	2.7%	3.6%	-0.2%	22.8%	28.2%	25.1%	30.8%	-1.0%	Jan '26
Ultra Short- Janus AAA CLO	50.51	-0.02%	-0.3%	0.2%	0.4%	2.0%	4.9%	5.2%	1.0%	21.1%	25.4%	24.5%	26.8%	-0.4%	Apr '26
Bank Loan- Invesco	20.58	0%	0.3%	1.0%	0.7%	1.6%	6.0%	6.9%	0.1%	24.8%	29.2%	27.0%	33.4%	-0.2%	Jan '26
Interval CEF- Cliffwater	10.37	0%	0.1%	0.8%	1.4%	3.3%	7.8%	8.9%	1.7%	35.9%	59.1%	49.8%	43.0%	New 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	57.18	-0.2%	0.3%	10.3%	4.4%	8.4%	30.3%	17.7%	7.4%	90.5%	111.6%	100.3%	121.2%	-0.2%	Apr '26
Int’l Min Volatility- Franklin	40.85	-0.3%	0.6%	0.1%	5.9%	18.3%	33.0%	27.1%	11.4%	79.2%	116.2%	98.6%	113.2%	-1.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.91	0.4%	2.8%	13.2%	8.8%	15.3%	34.7%	3.0%	15.0%	101.8%	117.9%	114.7%	120.7%	New Peak	May '26
Small Value- Avantis	119.96	-0.1%	0.8%	7.7%	8.6%	23.4%	42.5%	7.4%	17.9%	77.8%	76.3%	59.6%	83.2%	-0.1%	Apr '26
Mid Value- Pacer Cash Cows	63.54	0.05%	1.5%	1.6%	2.0%	11.1%	23.5%	9.0%	5.9%	47.6%	66.8%	46.4%	58.4%	-1.9%	Feb '26
Growth- S&P Momentum	134.42	0.5%	2.2%	17.2%	12.1%	11.0%	38.7%	26.6%	13.0%	150.6%	154.5%	119.4%	169.7%	New Peak	May '26
Invesco S&P Quality	80.80	-0.3%	0.1%	6.7%	3.1%	9.8%	21.7%	13.2%	8.1%	76.8%	89.6%	60.8%	111.9%	-0.3%	Apr '26
Rotation Factor- BlackRock	64.19	0.4%	0.4%	9.2%	3.9%	6.0%	30.2%	20.0%	5.8%	103.8%	100.6%	78.9%	142.4%	New Peak	May '26
US Min Volatility- Fidelity	69.16	0.07%	1.4%	6.1%	1.2%	5.9%	16.7%	11.8%	4.1%	49.4%	61.1%	41.5%	72.6%	New Peak	May '26
Derivative Income- JPMorgan	56.82	-1.3%	-0.9%	0.7%	-1.4%	3.9%	10.0%	8.1%	1.2%	30.4%	46.7%	31.1%	49.6%	-3.8%	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	17.02	-0.4%	1.1%	3.8%	7.7%	8.3%	12.7%	6.5%	7.7%	32.5%	40.4%	39.4%	38.9%	-0.4%	Apr '26
Multistrategy- AQR	14.62	0%	0.8%	0.3%	2.2%	5.7%	15.8%	16.4%	4.4%	48.7%	75.6%	71.4%	53.2%	-0.3%	Apr '26
Long Short- AQR	20.55	0%	0.9%	-1.1%	-2.9%	3.3%	17.6%	34.4%	-2.9%	102.2%	171.4%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.63	-0.13%	1.2%	2.5%	5.2%	12.5%	18.6%	18.3%	7.2%	70.7%	76.7%	81.2%	81.9%	-0.1%	Apr '26
Multi Strategy- Variant	26.01	0.04%	0.1%	0.4%	1.9%	3.1%	6.7%	7.2%	1.9%	22.0%	47.3%	36.3%	27.7%	New Peak	May '26
Long Short- First Trust	73.65	-0.2%	1.1%	4.4%	2.2%	4.2%	15.7%	9.1%	3.8%	50.0%	65.5%	49.1%	64.9%	-0.2%	Apr '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)	385.69	0.2%	12.0%	30.4%	12.3%	37.3%	135.9%	66.0%	23.3%	269.2%	230.5%	168.2%	298.6%	New Peak	May '26
Meta (Communications)	608.74	-0.5%	-9.8%	6.0%	-13.8%	-6.0%	2.3%	13.1%	-7.7%	156.4%	88.7%	81.2%	381.2%	-22.8%	Aug '25
Amazon (Cyclical)	268.26	1.2%	1.6%	27.9%	10.4%	9.8%	41.2%	5.2%	16.2%	158.9%	54.7%	57.4%	137.6%	New Peak	May '26
Tesla (Cyclical)	390.82	2.4%	3.9%	8.4%	-7.3%	-14.4%	36.1%	11.4%	-13.1%	143.8%	65.3%	-2.3%	79.9%	-20.2%	Dec '25
Procter & Gamble (Defensive)	147.26	0.12%	-0.6%	3.7%	-3.1%	-0.6%	-5.6%	-12.3%	4.3%	1.8%	25.4%	1.4%	30.5%	-14.7%	Dec '24
PepsiCo (Defensive)	157.41	-0.7%	1.3%	0.3%	2.3%	9.8%	22.4%	-1.8%	10.7%	-9.4%	27.5%	4.1%	4.2%	-11.2%	May '23
Coca-Cola (Defensive)	78.58	-0.2%	2.5%	2.4%	5.0%	15.6%	12.9%	15.6%	13.2%	34.2%	69.0%	50.3%	58.2%	-3.0%	Feb '26
Exxon Mobil (Energy)	152.75	-1.0%	2.6%	-4.9%	11.1%	35.6%	48.8%	16.0%	27.8%	53.7%	223.2%	178.9%	74.6%	-10.9%	Mar '26
Chevron (Energy)	190.63	-1.4%	2.9%	-4.2%	10.6%	23.4%	43.8%	10.1%	26.3%	35.2%	127.8%	89.7%	39.6%	-9.7%	Mar '26
JPMorgan Chase (Financial)	312.47	-0.2%	1.4%	6.6%	1.9%	1.4%	26.2%	37.3%	-2.1%	140.8%	130.5%	116.7%	227.9%	-6.1%	Jan '26
Visa (Financial)	328.03	-0.5%	6.0%	9.1%	-1.5%	-3.3%	-4.9%	11.8%	-6.3%	47.8%	45.7%	53.0%	89.1%	-11.6%	Jun '25
Mastercard (Financial)	495.46	-1.5%	-1.7%	0.6%	-10.6%	-10.0%	-10.9%	9.0%	-12.9%	34.1%	33.5%	37.2%	78.5%	-16.9%	Aug '25
Bank of America (Financial)	53.24	-0.4%	2.3%	7.8%	-0.9%	0.7%	32.5%	28.0%	-2.7%	104.4%	48.3%	28.4%	95.1%	-6.5%	Jan '26
UnitedHealth (Health)	368.78	-0.5%	3.9%	33.0%	30.1%	9.5%	-5.2%	-33.1%	12.6%	-20.7%	0.7%	-20.8%	-21.2%	-38.9%	Nov '24
Johnson & Johnson (Health)	227.19	-1.2%	-0.1%	-6.5%	-1.0%	21.7%	49.6%	47.5%	10.4%	50.5%	60.8%	49.7%	54.8%	-8.6%	Mar '26
Eli Lilly (Health)	963.33	3.1%	9.0%	3.0%	-7.6%	12.0%	17.8%	40.2%	-10.2%	143.7%	454.0%	268.6%	205.3%	-13.1%	Nov '25
Union Pacific (Industrials)	266.32	-1.2%	-0.9%	8.8%	13.8%	22.2%	24.9%	3.9%	15.7%	45.5%	34.2%	18.6%	50.4%	-1.8%	Apr '26
Honeywell (Industrials)	212.50	-0.9%	-0.3%	-7.4%	-6.2%	6.7%	7.5%	-6.4%	9.5%	21.3%	12.0%	19.3%	40.6%	-14.3%	Mar '26
Nvidia (IT)	198.45	-0.6%	-4.7%	11.9%	6.9%	-2.0%	73.4%	38.9%	6.4%	604.1%	1225.5%	560.2%	1627.9%	-8.4%	Apr '26
Broadcom (IT)	421.28	0.9%	-0.4%	33.9%	27.5%	14.4%	108.6%	50.6%	22.0%	615.9%	920.7%	587.1%	934.0%	-0.4%	Apr '26
Adobe (IT)	250.71	1.9%	2.1%	3.2%	-14.5%	-26.3%	-34.2%	-21.3%	-28.4%	-32.0%	-50.7%	-55.6%	-12.4%	-60.5%	Feb '24
Oracle (IT)	171.83	6.5%	-0.8%	17.8%	7.7%	-34.2%	15.1%	18.1%	-11.3%	87.8%	142.6%	107.7%	181.3%	-47.3%	Sep '25
salesforce.com (IT)	183.82	4.1%	3.2%	-1.5%	-12.6%	-29.1%	-32.7%	-20.2%	-30.4%	-3.8%	-19.0%	-27.0%	31.1%	-49.5%	Dec '24
Linde PLC (Materials)	507.92	1.4%	-0.5%	1.1%	10.7%	22.3%	13.1%	3.2%	19.5%	42.7%	90.2%	58.9%	95.8%	-0.6%	Apr '26
Sherwin-Williams (Materials)	318.00	-1.1%	-5.8%	0.0%	-10.6%	-7.4%	-10.8%	-3.8%	-1.6%	40.8%	21.4%	-2.5%	62.9%	-19.6%	Nov '24
American Tower (Real Estate)	181.61	-0.6%	1.9%	5.6%	5.6%	3.5%	-15.8%	-0.9%	4.5%	2.7%	-17.1%	-27.3%	11.3%	-20.5%	Sep '24
Prologis Inc. (Real Estate)	141.41	-0.4%	-0.5%	5.7%	9.9%	15.8%	38.8%	25.1%	11.7%	27.0%	39.8%	-2.5%	57.1%	-2.5%	Apr '26
NextEra Energy (Utilities)	96.95	-1.0%	1.8%	4.1%	13.1%	20.7%	48.8%	15.5%	21.6%	39.4%	42.4%	18.7%	47.2%	-1.0%	Apr '26
Duke Energy (Utilities)	128.60	-0.7%	1.0%	-2.7%	8.5%	5.2%	9.5%	12.7%	10.7%	48.1%	55.1%	46.6%	71.6%	-3.6%	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	15.92	0.13%	-0.1%	1.9%	0.8%	2.1%	8.9%	9.4%	1.7%	22.2%	12.3%	10.2%	32.0%	-0.7%	Feb '26
Moderate-60% Stock	67.77	0.12%	0.3%	5.2%	2.4%	5.7%	19.6%	16.4%	4.7%	46.9%	39.1%	31.6%	67.0%	New Peak	May '26
Mod Agg-80% Stock	53.91	0.09%	0.5%	6.9%	3.1%	7.4%	24.6%	19.6%	6.3%	60.4%	50.7%	41.1%	85.4%	New Peak	May '26
Aggressive-90% Stock	32.92	0%	0.6%	8.8%	4.5%	10.0%	30.0%	20.9%	8.8%	64.2%	54.2%	43.0%	91.0%	New Peak	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	78381.01	0.3%	1.2%	17.2%	-0.4%	-28.5%	-19.1%	-6.3%	-10.4%	173.3%	35.7%	68.7%	309.1%	-37.2%	Oct '25
Ethereum	2303.30	0.4%	-0.5%	12.0%	-1.8%	-40.1%	25.0%	-11.0%	-22.4%	23.1%	-16.9%	-38.8%	77.9%	-52.3%	Aug '25
BNB	616.11	0.10%	-3.2%	5.7%	-20.5%	-43.4%	2.5%	23.1%	-28.6%	91.4%	-1.3%	20.3%	127.4%	-53.0%	Oct '25
Solana	83.78	0.08%	-2.8%	6.1%	-19.8%	-55.2%	-43.4%	-34.2%	-32.7%	276.3%	95.0%	-50.8%	168.8%	-68.0%	Jan '25
Bitcoin ETF	44.47	2.7%	1.0%	17.1%	0.6%	-28.6%	-19.4%	-6.4%	-10.4%	-	-	-	-	-37.6%	Oct '25
Grayscale Bitcoin (hi fee)	60.97	2.6%	1.0%	16.9%	0.2%	-29.1%	-20.4%	-7.6%	-10.8%	316.4%	44.1%	96.9%	502.1%	-38.1%	Oct '25
Bloomberg Commodities	25.22	-0.4%	3.0%	2.2%	22.2%	32.5%	42.9%	14.9%	29.1%	56.1%	79.9%	64.0%	42.2%	-0.4%	Apr '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	4.97	-0.4%	1.0%	1.6%	1.2%	6.3%	3.6%	1.1%	2.6%	33.0%	115.8%	146.3%	27.9%	-2.7%	Oct '23
10yr Treasury rate	4.38	-0.3%	1.6%	1.5%	2.4%	6.8%	1.3%	-9.0%	5.2%	27.3%	168.4%	168.9%	12.2%	-12.2%	Oct '23
5yr Treasury rate	4.02	-0.05%	2.6%	1.8%	4.9%	8.2%	2.3%	-15.0%	8.0%	16.0%	369.2%	194.6%	-2.2%	-18.9%	Oct '23
13-week T-bill	3.58	-0.3%	-0.5%	-0.9%	-0.1%	-3.8%	-15.0%	-15.7%	0.8%	-29.1%	119066.7%	6645.3%	1.2%	-33.2%	Oct '23
Crude Oil	102.50	-2.4%	8.6%	-8.1%	65.0%	68.1%	75.8%	-19.9%	78.5%	43.0%	61.2%	34.7%	17.5%	-9.3%	Apr '26
Gold	4625.60	0.2%	-2.0%	-0.6%	0.1%	16.2%	43.1%	64.5%	6.9%	129.6%	161.7%	157.1%	176.9%	-13.0%	Jan '26
USD/EUR	0.85	0.05%	0.0%	-1.5%	1.1%	-1.3%	-	-11.4%	0.2%	-6.1%	-	-3.0%	-17.2%	-12.6%	Jan '25
USD/JPY	157.03	0.04%	-1.4%	-1.5%	1.2%	2.0%	-	-0.4%	0.4%	15.1%	-	36.4%	7.0%	-2.8%	Jul '24
S&P 500 Volatility Index	16.99	0.6%	-9.2%	-28.8%	4.0%	-2.6%	-25.1%	-13.8%	13.6%	-4.4%	-8.7%	2.3%	-49.4%	-67.5%	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	50.71	0.12%	0.1%	0.6%	0.6%	1.9%	5.0%	6.1%	0.9%	19.0%	18.8%	18.3%	23.6%	New Peak	May '26
Interm Muni- JPMorgan	50.27	-0.3%	-0.5%	0.3%	-0.3%	0.8%	5.2%	4.3%	0.4%	10.2%	6.0%	4.7%	16.3%	-1.4%	Feb '26
Interm Bond- Janus MSB	45.19	0.04%	-0.9%	-0.4%	-0.1%	1.1%	6.3%	8.8%	0.2%	12.9%	3.3%	3.8%	20.6%	-1.9%	Feb '26
Interm Bond- Vanguard	76.82	-0.3%	-0.8%	-0.3%	-0.2%	0.2%	4.8%	8.5%	-0.3%	11.5%	2.0%	1.8%	19.5%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.96	0.11%	0.1%	1.4%	1.2%	2.7%	9.3%	8.2%	1.7%	31.5%	36.4%	30.4%	37.1%	New Peak	May '26
Int’l Bond- JPMorgan	47.96	-0.3%	-0.7%	0.6%	-1.2%	0.1%	4.6%	8.2%	-0.4%	16.5%	13.8%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	74.51	-0.1%	-1.1%	-0.6%	-0.8%	-1.1%	6.6%	7.2%	-0.4%	9.6%	-8.5%	-12.0%	24.3%	-3.4%	Oct '25
Long CA Muni- PIMCO	9.41	0%	0.0%	0.8%	0.1%	0.5%	4.6%	3.3%	0.5%	10.2%	2.2%	0.8%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.14	-0.3%	-0.6%	0.3%	-0.6%	0.8%	5.5%	3.4%	0.2%	8.6%	2.9%	2.2%	14.0%	-1.7%	Feb '26

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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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