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S&P 500

Return

93.1%

[

20.7%

annualized]

Dec 30 2022 - Jun 29 2026

DJIA (Large Value)

Return

57.2%

[

13.8%

annualized]

Dec 30 2022 - Jun 29 2026

Russell 2000 (Small Cap)

Return

69.6%

[

16.3%

annualized]

Dec 30 2022 - Jun 29 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 29 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	7414.07	0.8%	-0.8%	-2.2%	16.4%	7.4%	20.1%	16.4%	8.3%	68.6%	72.7%	54.6%	107.3%	-2.6%	Jun '26
DJIA (Large Value)	52108.99	0.4%	0.8%	2.1%	15.4%	7.5%	18.9%	13.0%	8.4%	52.7%	52.0%	42.4%	78.4%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2987.33	-0.8%	-0.6%	2.3%	21.9%	18.6%	37.5%	11.3%	20.4%	58.8%	29.4%	31.5%	77.0%	-0.8%	Jun '26
NASDAQ Comp (Tech/Growth)	25652.00	1.4%	-2.0%	-4.9%	22.5%	9.3%	26.5%	20.4%	10.4%	88.7%	76.6%	62.0%	146.2%	-5.3%	Jun '26
Aggregate Bond	99.32	-0.02%	0.7%	0.3%	1.5%	0.5%	4.2%	7.2%	0.8%	13.3%	0.5%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.60	0.09%	0.8%	0.2%	2.7%	0.4%	4.8%	7.9%	1.0%	16.2%	-1.3%	-0.3%	26.4%	-0.8%	Feb '26
High Yield Bond	79.97	0.2%	0.0%	-0.4%	2.6%	1.2%	5.0%	8.6%	1.2%	27.2%	19.1%	17.8%	37.9%	-0.4%	May '26
Preferred	30.50	0.5%	-1.1%	-3.4%	2.1%	-0.1%	4.8%	4.9%	0.1%	19.0%	3.8%	1.3%	24.3%	-3.8%	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	50.33	-2.5%	-2.5%	-1.6%	2.9%	10.5%	16.2%	9.9%	11.5%	29.4%	34.9%	22.6%	57.4%	-5.7%	Feb '26
Consumer Discretionary/Cyclical	116.76	2.1%	1.6%	-3.4%	10.5%	-3.2%	7.4%	7.4%	-2.0%	42.4%	36.1%	15.1%	73.1%	-6.0%	Jan '26
Financial Services	53.72	0.3%	0.0%	4.1%	12.4%	-2.4%	4.7%	14.9%	-1.4%	67.9%	59.8%	46.3%	88.2%	-4.3%	Jan '26
Real Estate	97.40	-1.3%	0.8%	1.8%	12.0%	10.6%	13.3%	3.3%	11.2%	30.8%	14.3%	0.1%	46.8%	-1.3%	Jun '26
Communication Services	107.83	1.6%	0.9%	-6.8%	0.7%	-8.2%	1.1%	23.1%	-8.1%	72.6%	39.6%	44.2%	135.1%	-9.9%	Jan '26
Energy	53.95	0.2%	-0.2%	-4.2%	-13.8%	21.7%	29.5%	7.9%	21.5%	46.2%	141.3%	118.7%	51.5%	-13.8%	Mar '26
Industrials	182.45	0.7%	0.4%	5.4%	14.6%	16.6%	25.6%	19.3%	17.9%	78.6%	93.1%	85.7%	127.0%	-0.9%	Jun '26
Technology	184.34	1.8%	-4.1%	-3.5%	41.9%	26.5%	47.6%	24.6%	28.2%	119.5%	158.6%	117.0%	224.6%	-7.0%	Jun '26
Consumer Staples/Defensive	84.18	-0.6%	2.4%	1.5%	2.9%	8.1%	6.7%	1.5%	9.0%	23.3%	37.3%	22.1%	36.6%	-6.0%	Feb '26
Healthcare	160.15	-0.12%	6.7%	7.1%	11.8%	3.2%	21.1%	14.5%	3.9%	27.6%	37.2%	23.1%	39.2%	-0.1%	Jun '26
Utilities	46.06	-0.3%	3.0%	3.7%	1.0%	8.2%	15.7%	16.0%	8.7%	54.7%	67.9%	47.8%	66.7%	-2.8%	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	155.30	0.7%	-1.5%	-2.0%	15.4%	9.1%	22.4%	22.4%	9.8%	70.9%	65.8%	56.7%	112.9%	-2.9%	Jun '26
MSCI Emerging Markets	67.15	-0.06%	-5.7%	-2.1%	21.6%	22.9%	41.6%	34.0%	22.7%	82.9%	35.5%	50.6%	112.1%	-5.7%	Jun '26
FTSE Europe	87.88	0.9%	-0.4%	-1.3%	10.6%	5.5%	15.6%	35.8%	5.6%	57.0%	50.9%	46.2%	114.2%	-2.4%	Feb '26
MSCI Japan	93.00	0.2%	-4.1%	0.0%	14.2%	14.7%	28.2%	25.9%	15.2%	64.2%	52.9%	53.5%	109.1%	-4.1%	Jun '26
MSCI India	49.17	-0.8%	-1.5%	1.3%	7.3%	-8.0%	-12.0%	2.7%	-9.0%	14.3%	18.9%	6.5%	22.4%	-16.3%	Sep '24
MSCI China	50.69	0.4%	-4.1%	-8.0%	-7.5%	-16.0%	-7.0%	31.0%	-15.6%	22.7%	-32.0%	-10.4%	37.1%	-23.4%	Oct '25
International Bond	48.51	0.01%	0.5%	0.4%	2.3%	1.2%	2.3%	2.9%	1.3%	13.3%	2.4%	2.7%	19.0%	-0.7%	Feb '26
iShares Latin America	33.75	-0.2%	-0.7%	-3.4%	-0.4%	10.9%	34.2%	52.7%	10.8%	43.7%	50.5%	92.0%	72.2%	-11.4%	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	678.75	1.3%	-1.1%	-2.4%	16.4%	7.6%	21.1%	17.8%	8.6%	74.9%	84.7%	64.2%	117.6%	-2.8%	Jun '26
US Large Growth	121.34	1.9%	-0.3%	-5.1%	17.6%	1.6%	16.1%	19.8%	2.6%	89.0%	99.9%	74.7%	152.2%	-5.8%	Jun '26
US Large Value	242.26	-0.2%	-0.5%	1.8%	15.3%	14.7%	26.9%	15.7%	15.6%	63.2%	68.2%	56.3%	89.7%	-0.9%	Jun '26

US MidCap Blend	80.36	0.5%	-0.1%	1.8%	13.7%	9.9%	20.9%	17.0%	11.2%	73.4%	78.9%	63.9%	111.9%	-0.6%	Jun '26
US MidCap Growth	303.03	1.5%	-1.2%	1.4%	20.1%	7.1%	8.0%	10.7%	8.8%	51.6%	32.0%	24.3%	83.5%	-1.2%	Jun '26
US MidCap Value	198.49	-0.3%	0.8%	2.0%	9.1%	11.6%	23.2%	12.1%	12.5%	53.9%	57.2%	45.4%	75.8%	-0.7%	Jun '26

US Small Blend	299.50	0.00%	0.8%	2.0%	16.9%	15.0%	27.9%	8.9%	16.5%	57.7%	42.8%	40.4%	82.2%	NewNew Peak	Jun '26
US Small Growth	387.63	-0.2%	-1.6%	1.8%	26.1%	18.1%	36.5%	12.9%	20.0%	64.0%	28.2%	34.6%	91.1%	-1.6%	Jun '26
US Small Value	219.97	-0.7%	0.9%	2.9%	18.0%	20.1%	41.3%	12.4%	21.7%	64.6%	45.8%	42.1%	79.0%	-0.7%	Jun '26

Foreign Large Blend	103.22	0.7%	-1.3%	-1.5%	10.0%	7.2%	17.6%	31.6%	7.5%	55.9%	49.8%	47.5%	105.0%	-2.3%	Feb '26
Foreign Growth	122.96	1.0%	-2.0%	-0.3%	14.3%	7.5%	11.8%	20.7%	7.9%	37.1%	22.7%	19.3%	80.8%	-2.0%	Jun '26
Foreign Value	76.51	0.6%	-0.4%	-2.7%	6.5%	7.1%	23.3%	42.2%	7.1%	75.9%	79.2%	79.5%	130.2%	-4.3%	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	22.86		0.1%	-0.2%	-0.6%	1.2%	-0.3%	1.0%	3.6%	-0.1%	18.8%	27.7%	25.2%	31.0%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.68		0.02%	0.1%	0.3%	1.2%	1.8%	4.6%	5.2%	1.8%	20.5%	26.1%	25.5%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.29		-0.05%	-0.3%	-0.9%	0.3%	-1.3%	2.5%	6.9%	-1.3%	20.6%	26.6%	25.2%	31.5%	-1.8%	May '26
Interval CEF- Cliffwater	10.47	p	EOD	0.1%	0.5%	1.8%	2.7%	7.2%	8.9%	2.7%	34.4%	58.2%	51.2%	44.4%	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	58.30		1.2%	-1.2%	-1.1%	16.9%	8.6%	20.9%	17.7%	9.5%	80.8%	112.3%	104.2%	125.5%	-2.0%	Jun '26
Int’l Min Volatility- Franklin	40.67		0.10%	0.0%	-0.7%	2.8%	11.0%	29.1%	27.1%	10.9%	77.0%	107.8%	97.7%	112.3%	-2.3%	May '26
MidCap 30 - Hennessy (hi fee)	28.82	p	EOD	0.0%	0.6%	21.5%	17.2%	24.7%	3.0%	18.7%	84.7%	123.3%	121.7%	127.9%	-0.7%	Jun '26
Small Value- Avantis	124.01		-0.7%	1.3%	3.3%	13.5%	20.5%	37.4%	7.4%	21.9%	67.5%	78.2%	65.0%	89.4%	-0.7%	Jun '26
Mid Value- Pacer Cash Cows	62.81		-0.3%	2.2%	-3.3%	1.7%	4.0%	16.2%	9.0%	4.7%	39.6%	61.6%	44.7%	56.5%	-4.1%	Jun '26
Growth- S&P Momentum	157.49		2.1%	-2.6%	4.6%	42.8%	30.9%	41.8%	26.6%	32.4%	190.5%	180.5%	157.1%	216.0%	-2.6%	Jun '26
Invesco S&P Quality	88.65		2.1%	-1.0%	3.9%	19.6%	17.0%	26.4%	13.2%	18.6%	84.0%	95.6%	76.4%	132.5%	-1.0%	Jun '26
Rotation Factor- BlackRock	67.19		1.5%	-0.8%	-0.4%	18.2%	9.8%	24.8%	20.0%	10.8%	95.0%	103.4%	87.3%	153.7%	-1.2%	Jun '26
US Min Volatility- Fidelity	68.06		0.2%	0.5%	-3.4%	7.2%	1.6%	10.4%	11.8%	2.4%	42.9%	54.7%	39.3%	69.9%	-3.4%	May '26
Derivative Income- JPMorgan	56.33		0.3%	0.5%	0.5%	3.0%	0.6%	7.0%	8.1%	1.1%	28.7%	41.7%	30.9%	49.5%	-3.9%	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	17.19	p	EOD	-1.0%	-0.9%	4.4%	8.5%	11.4%	6.5%	8.7%	30.5%	42.1%	40.8%	40.3%	-1.4%	May '26
Multistrategy- AQR	14.59	p	EOD	-1.3%	-1.1%	1.5%	4.1%	12.2%	16.4%	4.1%	45.1%	74.7%	71.1%	52.9%	-2.2%	Jun '26
Long Short- AQR	20.43	p	EOD	-2.9%	-2.9%	0.3%	-3.7%	10.7%	34.4%	-3.4%	93.1%	175.6%	149.3%	137.7%	-4.0%	Dec '25
Mkt Neutral- BlackRock	16.02	p	EOD	-2.8%	-0.9%	5.6%	10.0%	20.0%	18.3%	9.9%	73.7%	81.4%	85.7%	86.4%	-3.0%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.1%	0.2%	1.3%	2.6%	6.6%	7.2%	2.5%	21.1%	44.6%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.47		0.6%	-1.9%	-1.2%	5.9%	2.6%	12.0%	9.1%	3.6%	45.2%	59.7%	48.8%	64.5%	-1.9%	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)	351.77	4.3%	0.6%	-7.5%	28.2%	12.3%	97.5%	66.0%	12.5%	197.8%	190.1%	144.6%	263.6%	-12.6%	May '26
Meta (Communications)	564.83	2.6%	0.2%	-10.7%	7.4%	-14.2%	-22.8%	13.1%	-14.4%	102.2%	61.8%	68.2%	346.5%	-28.3%	Aug '25
Amazon (Cyclical)	240.60	3.4%	3.4%	-11.1%	20.7%	3.7%	7.7%	5.2%	4.2%	88.1%	39.6%	41.2%	113.1%	-12.5%	May '26
Tesla (Cyclical)	402.89	6.1%	-0.5%	-7.5%	11.3%	-12.3%	24.5%	11.4%	-10.4%	56.5%	77.5%	0.7%	85.5%	-17.8%	Dec '25
Procter & Gamble (Defensive)	147.51	-1.0%	-0.1%	2.8%	4.1%	3.5%	-5.1%	-12.3%	4.4%	6.7%	24.7%	1.6%	30.7%	-14.5%	Dec '24
PepsiCo (Defensive)	138.03	-2.4%	-1.9%	-4.3%	-9.8%	-3.5%	8.4%	-1.8%	-3.0%	-17.5%	8.9%	-8.7%	-8.7%	-22.1%	May '23
Coca-Cola (Defensive)	82.59	-0.05%	3.8%	4.5%	9.1%	18.5%	20.0%	15.6%	18.9%	49.3%	76.6%	58.0%	66.2%	-1.2%	Jun '26
Exxon Mobil (Energy)	136.23	-0.2%	-1.6%	-6.2%	-19.8%	14.6%	28.5%	16.0%	14.7%	41.1%	161.5%	150.5%	56.8%	-20.0%	Mar '26
Chevron (Energy)	169.24	-1.1%	-3.3%	-7.2%	-19.8%	13.2%	21.5%	10.1%	12.1%	21.8%	98.4%	68.4%	23.9%	-19.8%	Mar '26
JPMorgan Chase (Financial)	331.81	0.8%	0.1%	10.9%	17.9%	3.5%	17.8%	37.3%	4.0%	147.7%	144.3%	130.1%	248.1%	-1.0%	Jun '26
Visa (Financial)	340.64	1.3%	4.3%	4.4%	15.5%	-3.5%	-1.5%	11.8%	-2.5%	48.7%	49.9%	59.2%	96.7%	-8.0%	Jun '25
Mastercard (Financial)	509.57	2.1%	5.3%	3.2%	5.4%	-11.5%	-6.9%	9.0%	-10.5%	33.8%	42.6%	41.1%	83.6%	-14.5%	Aug '25
Bank of America (Financial)	58.15	0.5%	1.4%	12.7%	23.8%	5.7%	25.4%	28.0%	6.3%	117.6%	59.9%	40.2%	113.1%	-0.1%	Jun '26
UnitedHealth (Health)	419.20	-2.0%	3.1%	10.2%	61.8%	28.4%	38.5%	-33.1%	28.0%	-7.0%	14.3%	-10.0%	-10.5%	-30.5%	Nov '24
Johnson & Johnson (Health)	256.72	0.8%	11.0%	13.9%	6.8%	24.3%	71.7%	47.5%	24.7%	69.8%	79.1%	69.2%	74.9%	NewNew Peak	Jun '26
Eli Lilly (Health)	1216.16	0.7%	10.4%	10.1%	38.7%	13.1%	57.9%	40.2%	13.5%	167.5%	455.8%	366.2%	286.1%	NewNew Peak	Jun '26
Union Pacific (Industrials)	271.90	1.3%	4.6%	3.5%	13.9%	16.5%	19.5%	3.9%	18.2%	41.4%	38.5%	21.1%	53.6%	-2.2%	May '26
Honeywell (Industrials)	237.19	-48.9%	4.0%	-0.3%	6.9%	21.6%	12.4%	-6.4%	22.9%	30.0%	29.3%	33.9%	57.8%	-48.9%	Jun '26
Nvidia (IT)	193.39	0.4%	-7.3%	-8.4%	15.4%	2.8%	22.6%	38.9%	3.7%	374.1%	867.9%	543.3%	1583.9%	-18.0%	May '26
Broadcom (IT)	370.02	1.4%	-5.6%	-17.2%	23.1%	6.1%	38.2%	50.6%	7.1%	344.0%	750.5%	503.5%	808.2%	-23.2%	Jun '26
Adobe (IT)	204.62	0.9%	5.0%	-21.1%	-12.9%	-42.1%	-47.0%	-21.3%	-41.5%	-57.7%	-65.4%	-63.7%	-28.5%	-67.8%	Feb '24
Oracle (IT)	148.07	-0.3%	-15.4%	-34.4%	6.4%	-23.7%	-28.9%	18.1%	-23.6%	30.2%	102.9%	79.0%	142.4%	-54.5%	Sep '25
salesforce.com (IT)	158.40	0.02%	5.5%	-17.1%	-11.4%	-40.4%	-41.7%	-20.2%	-40.1%	-23.6%	-34.6%	-37.1%	13.0%	-56.5%	Dec '24
Linde PLC (Materials)	507.02	-2.4%	-1.9%	1.9%	3.2%	19.3%	10.4%	3.2%	19.3%	38.5%	86.3%	58.6%	95.5%	-3.2%	Jun '26
Sherwin-Williams (Materials)	342.45	-0.5%	8.1%	12.7%	8.6%	5.5%	-0.3%	-3.8%	5.9%	34.2%	31.0%	5.0%	75.4%	-13.4%	Nov '24
American Tower (Real Estate)	168.24	-4.2%	-4.6%	-10.0%	0.2%	-3.4%	-20.5%	-0.9%	-3.2%	-3.9%	-28.6%	-32.6%	3.1%	-26.4%	Sep '24
Prologis Inc. (Real Estate)	137.50	-1.8%	-4.4%	-4.2%	6.7%	7.9%	33.4%	25.1%	8.6%	23.6%	29.8%	-5.2%	52.8%	-6.9%	Jun '26
NextEra Energy (Utilities)	88.04	-0.6%	2.3%	1.2%	-3.7%	10.4%	26.9%	15.5%	10.4%	31.1%	34.6%	7.8%	33.6%	-10.1%	Apr '26
Duke Energy (Utilities)	128.51	0.09%	4.0%	4.7%	-0.3%	11.2%	13.8%	12.7%	11.5%	62.3%	58.9%	47.8%	73.0%	-2.9%	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	16.01	p	EOD	0.1%	0.1%	4.7%	2.8%	7.8%	9.4%	3.1%	23.8%	12.2%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	69.13		0.4%	-0.7%	-0.7%	10.1%	6.3%	15.8%	16.4%	6.9%	46.5%	38.9%	34.2%	70.4%	-1.0%	Jun '26
Mod Agg-80% Stock	54.65	p	EOD	-1.5%	-1.5%	12.3%	8.0%	19.3%	19.6%	8.5%	58.1%	50.0%	44.1%	89.4%	-2.1%	Jun '26
Aggressive-90% Stock	33.93	p	EOD	-1.8%	-0.9%	16.0%	11.6%	24.2%	20.9%	12.1%	64.2%	55.0%	47.4%	96.8%	-1.9%	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	59795.55	0.4%	-6.5%	-18.5%	-9.9%	-31.4%	-44.2%	-6.3%	-31.7%	96.4%	66.7%	28.7%	212.1%	-52.1%	Oct '25
Ethereum	1582.99	0.8%	-8.3%	-21.3%	-20.5%	-46.1%	-34.7%	-11.0%	-46.6%	-14.5%	-26.7%	-57.9%	22.2%	-67.2%	Aug '25
BNB	556.19	1.0%	-5.7%	-13.4%	-9.3%	-34.7%	-13.9%	23.1%	-35.6%	138.5%	85.3%	8.6%	105.3%	-57.5%	Oct '25
Solana	73.99	3.8%	2.9%	-9.7%	-10.9%	-39.9%	-48.0%	-34.2%	-40.6%	311.7%	118.5%	-56.6%	137.4%	-71.7%	Jan '25
Bitcoin ETF	33.85	0%	-7.3%	-18.7%	-9.5%	-31.4%	-44.3%	-6.4%	-31.8%	-	-	-	-	-52.5%	Oct '25
Grayscale Bitcoin (hi fee)	46.38	0.2%	-7.2%	-18.7%	-9.7%	-31.9%	-44.9%	-7.6%	-32.2%	162.6%	64.9%	49.8%	358.0%	-52.9%	Oct '25
Bloomberg Commodities	22.20	-0.4%	-2.6%	-9.1%	-7.8%	12.8%	23.6%	14.9%	13.7%	39.1%	53.7%	44.4%	25.2%	-14.3%	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	4.86	-0.04%	-1.7%	-2.6%	-2.4%	1.2%	0.4%	1.1%	0.5%	24.3%	132.0%	141.2%	25.2%	-6.2%	May '26
10yr Treasury rate	4.38	0.2%	-2.9%	-1.6%	-1.4%	6.4%	2.3%	-9.0%	5.2%	13.6%	195.9%	169.0%	12.3%	-12.2%	Oct '23
5yr Treasury rate	4.15	0.4%	-3.2%	0.0%	1.9%	12.8%	8.4%	-15.0%	11.4%	0.1%	365.5%	203.9%	0.9%	-16.4%	Oct '23
13-week T-bill	3.68	0.5%	0.1%	2.6%	2.1%	4.1%	-12.3%	-15.7%	3.8%	-28.9%	9105.0%	6847.2%	4.2%	-31.2%	Oct '23
Crude Oil	70.94	2.5%	-5.2%	-18.8%	-28.8%	22.1%	8.3%	-19.9%	23.5%	1.5%	-2.8%	-6.8%	-18.7%	-37.2%	Apr '26
Gold	4035.80	-1.1%	-3.5%	-11.5%	-10.2%	-6.7%	23.3%	64.5%	-6.7%	111.4%	128.9%	124.3%	141.6%	-24.1%	Jan '26
USD/EUR	0.87	-0.4%	0.0%	2.0%	0.9%	3.0%	-	-11.4%	2.8%	-4.9%	4.1%	-0.5%	-15.1%	-10.4%	Jan '25
USD/JPY	161.92	0.12%	0.2%	1.7%	1.4%	3.5%	-	-0.4%	3.5%	11.8%	46.5%	40.6%	10.3%	NewNew Peak	Jun '26
S&P 500 Volatility Index	17.93	-2.6%	3.8%	17.0%	-42.3%	26.3%	9.9%	-13.8%	19.9%	32.4%	11.9%	8.0%	-46.6%	-65.7%	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	50.63		0%	0.3%	-0.1%	1.0%	1.1%	4.0%	6.1%	1.2%	19.4%	18.6%	18.6%	23.9%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.65		0.07%	0.3%	0.4%	2.2%	1.6%	5.6%	4.3%	1.5%	11.7%	6.5%	5.9%	17.6%	-0.3%	Feb '26
Interm Bond- Janus MSB	45.35		-0.01%	0.8%	0.5%	1.9%	0.9%	5.7%	8.8%	1.0%	15.1%	4.3%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	76.96		-0.03%	0.8%	0.1%	1.3%	-0.1%	3.7%	8.5%	0.2%	14.6%	1.3%	2.3%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.1%	-0.1%	2.7%	2.6%	7.0%	8.2%	2.3%	30.8%	35.1%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.44		0.1%	0.4%	0.2%	3.2%	1.1%	4.4%	8.2%	1.2%	19.7%	15.1%	15.1%	29.3%	-0.6%	Feb '26
Long Bond- Vanguard	75.86		0.2%	1.0%	0.6%	4.3%	1.0%	6.0%	7.2%	1.8%	14.0%	-10.5%	-10.0%	27.1%	-1.2%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.2%	0.4%	2.4%	1.4%	5.6%	3.3%	1.1%	10.5%	1.9%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.64		0.07%	0.3%	0.5%	2.4%	1.4%	6.5%	3.4%	1.3%	10.0%	3.7%	3.3%	15.3%	-0.6%	Feb '26

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