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S&P 500

Return

89.7%

[

20.4%

annualized]

Dec 30 2022 - Jun 09 2026

DJIA (Large Value)

Return

52.3%

[

13.0%

annualized]

Dec 30 2022 - Jun 09 2026

Russell 2000 (Small Cap)

Return

60.0%

[

14.6%

annualized]

Dec 30 2022 - Jun 09 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 09 12:30 PM EDT, next update at 12:40 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	7283.39	-1.7%	-4.3%	-1.6%	7.2%	6.5%	21.3%	16.4%	6.4%	69.4%	72.6%	51.8%	103.6%	-4.3%	Jun '26
DJIA (Large Value)	50478.10	-0.6%	-1.6%	1.8%	5.7%	6.1%	18.0%	13.0%	5.0%	49.0%	46.5%	38.0%	72.8%	-2.1%	Jun '26
Russell 2000 (Small Cap)	2818.21	-1.3%	-3.9%	-1.5%	10.4%	11.6%	31.4%	11.3%	13.6%	51.1%	21.1%	24.0%	67.0%	-4.0%	May '26
NASDAQ Comp (Tech/Growth)	25202.91	-2.8%	-7.0%	-4.0%	11.0%	6.9%	28.6%	20.4%	8.4%	90.1%	81.2%	59.2%	141.9%	-7.0%	Jun '26
Aggregate Bond	98.38	0.2%	-0.3%	-0.8%	-1.4%	0.2%	4.7%	7.2%	-0.2%	11.9%	-0.3%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	108.29	0.2%	-0.6%	-0.8%	-1.5%	-0.1%	5.2%	7.9%	-0.2%	15.4%	-1.6%	-1.5%	24.9%	-1.9%	Feb '26
High Yield Bond	79.54	0%	-0.5%	-0.7%	0.2%	1.3%	5.8%	8.6%	0.6%	26.5%	19.3%	17.2%	37.2%	-1.0%	May '26
Preferred	30.78	-0.6%	-2.1%	-2.9%	-0.3%	1.5%	6.7%	4.9%	1.0%	19.9%	5.7%	2.2%	25.5%	-2.9%	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	50.03	0.1%	-2.9%	-3.0%	0.5%	16.4%	15.4%	9.9%	10.8%	34.3%	28.0%	21.9%	56.5%	-6.3%	Feb '26
Consumer Discretionary/Cyclical	115.08	-0.3%	-2.1%	-4.3%	0.6%	-2.1%	8.5%	7.4%	-3.4%	46.3%	39.8%	13.4%	70.6%	-7.4%	Jan '26
Financial Services	52.24	0.5%	1.5%	2.0%	4.3%	-1.1%	4.0%	14.9%	-4.1%	65.4%	50.9%	42.3%	83.0%	-6.9%	Jan '26
Real Estate	97.54	2.2%	3.2%	0.9%	5.1%	12.0%	12.7%	3.3%	11.4%	33.1%	12.6%	0.2%	47.0%	NewNew Peak	Jun '26
Communication Services	110.97	-0.11%	-2.3%	-5.1%	-5.3%	-4.0%	8.6%	23.1%	-5.4%	81.4%	47.2%	48.4%	142.0%	-7.3%	Jan '26
Energy	56.99	-2.3%	-1.7%	2.3%	1.9%	26.6%	40.8%	7.9%	28.3%	54.5%	146.2%	131.1%	60.1%	-8.9%	Mar '26
Industrials	172.79	-0.5%	-0.8%	-0.2%	1.4%	13.4%	20.9%	19.3%	11.7%	76.4%	79.6%	75.8%	115.0%	-3.1%	Mar '26
Technology	174.87	-5.1%	-11.8%	-0.4%	25.3%	18.5%	46.8%	24.6%	21.6%	115.1%	159.3%	105.9%	207.9%	-11.8%	Jun '26
Consumer Staples/Defensive	84.48	1.7%	3.2%	0.4%	-1.2%	9.8%	6.4%	1.5%	9.4%	25.4%	36.7%	22.5%	37.1%	-5.6%	Feb '26
Healthcare	154.15	1.0%	5.3%	7.4%	0.3%	3.7%	17.0%	14.5%	0.0%	24.2%	35.4%	18.5%	34.0%	-3.4%	Feb '26
Utilities	44.02	1.1%	0.3%	-1.6%	-5.4%	4.5%	12.2%	16.0%	3.8%	45.3%	56.3%	41.2%	59.3%	-7.1%	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	152.57	-1.5%	-4.6%	-1.8%	6.7%	8.7%	23.2%	22.4%	7.8%	70.1%	64.6%	54.0%	109.2%	-4.6%	Jun '26
MSCI Emerging Markets	64.71	-1.6%	-8.6%	-4.7%	10.7%	20.4%	40.1%	34.0%	18.3%	73.5%	31.7%	45.1%	104.4%	-8.6%	Jun '26
FTSE Europe	87.21	-0.3%	-2.0%	-1.0%	3.5%	8.4%	15.9%	35.8%	4.8%	56.6%	47.0%	45.1%	112.6%	-3.2%	Feb '26
MSCI Japan	90.55	-1.5%	-3.2%	-1.8%	5.7%	12.8%	28.1%	25.9%	12.2%	58.0%	48.2%	49.5%	103.6%	-3.8%	Jun '26
MSCI India	47.50	0.6%	-1.1%	-4.7%	-5.0%	-10.8%	-14.0%	2.7%	-12.1%	13.6%	13.2%	2.9%	18.2%	-19.2%	Sep '24
MSCI China	53.99	0.11%	-5.6%	-7.4%	-6.4%	-10.9%	-0.6%	31.0%	-10.1%	27.3%	-25.7%	-4.6%	46.0%	-18.4%	Oct '25
International Bond	48.01	0.11%	-0.4%	-0.3%	-0.6%	0.3%	1.6%	2.9%	0.2%	12.4%	1.1%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	32.97	0.5%	-5.7%	-9.5%	-4.2%	9.6%	35.5%	52.7%	8.3%	42.1%	47.7%	87.5%	68.3%	-13.5%	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	668.06	-1.7%	-4.3%	-1.5%	7.4%	7.0%	22.6%	17.8%	6.9%	76.1%	85.0%	61.6%	114.2%	-4.3%	Jun '26
US Large Growth	120.01	-2.4%	-6.5%	-2.9%	6.2%	0.8%	19.2%	19.8%	1.5%	92.1%	109.5%	72.8%	149.4%	-6.8%	Jun '26
US Large Value	235.36	-0.8%	-1.7%	0.6%	8.0%	13.8%	25.5%	15.7%	12.3%	61.6%	60.8%	51.9%	84.3%	-2.4%	Jun '26

US MidCap Blend	77.66	-1.1%	-2.8%	0.7%	4.7%	8.7%	19.3%	17.0%	7.4%	74.9%	77.0%	58.4%	104.8%	-3.1%	Jun '26
US MidCap Growth	287.67	-2.1%	-5.5%	-0.4%	4.9%	2.0%	5.8%	10.7%	3.3%	49.2%	32.2%	18.0%	74.2%	-5.5%	Jun '26
US MidCap Value	194.49	-0.2%	-0.6%	1.4%	4.3%	11.2%	22.2%	12.1%	10.2%	54.9%	50.0%	42.4%	72.2%	-1.4%	Jun '26

US Small Blend	286.26	-1.1%	-3.1%	-0.7%	7.3%	11.2%	24.2%	8.9%	11.4%	54.1%	36.1%	34.2%	74.1%	-3.1%	Jun '26
US Small Growth	361.38	-2.2%	-5.5%	-2.1%	11.1%	9.2%	28.8%	12.9%	11.9%	54.8%	22.9%	25.5%	78.1%	-5.6%	Jun '26
US Small Value	209.54	-0.8%	-2.5%	-1.0%	9.8%	14.8%	36.8%	12.4%	16.0%	57.5%	33.3%	35.4%	70.5%	-2.7%	May '26

Foreign Large Blend	102.15	-0.7%	-2.7%	-1.7%	3.2%	9.0%	17.9%	31.6%	6.4%	54.5%	46.2%	45.9%	102.9%	-3.3%	Feb '26
Foreign Growth	119.89	-1.1%	-3.2%	-2.2%	3.5%	6.7%	10.6%	20.7%	5.2%	33.6%	19.6%	16.4%	76.3%	-3.4%	Jun '26
Foreign Value	76.98	-0.2%	-2.0%	-1.3%	3.2%	11.7%	25.4%	42.2%	7.8%	78.0%	75.5%	80.6%	131.6%	-3.7%	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	22.88		-0.07%	-0.2%	-0.8%	1.3%	-0.4%	1.4%	3.6%	0.0%	21.9%	27.6%	25.3%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.56		-0.03%	0.0%	-0.1%	1.1%	2.1%	4.6%	5.2%	1.5%	20.8%	25.9%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.44		-0.10%	-0.3%	-1.0%	0.7%	-0.1%	3.8%	6.9%	-0.6%	23.3%	27.4%	26.1%	32.5%	-1.1%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.0%	0.4%	1.7%	2.8%	7.3%	8.9%	2.3%	34.9%	58.2%	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	56.94		-1.4%	-3.7%	-1.7%	7.2%	7.8%	22.1%	17.7%	6.9%	80.6%	102.8%	99.4%	120.3%	-3.8%	Jun '26
Int’l Min Volatility- Franklin	40.17		-0.2%	-2.1%	-1.0%	1.4%	11.4%	27.5%	27.1%	9.5%	75.6%	105.3%	95.3%	109.7%	-3.5%	May '26
MidCap 30 - Hennessy (hi fee)	27.75	p	EOD	-2.5%	-0.8%	13.7%	13.3%	22.9%	3.0%	14.3%	81.6%	109.4%	113.5%	119.4%	-4.2%	May '26
Small Value- Avantis	119.69		-1.0%	-1.2%	-0.1%	10.1%	17.1%	34.5%	7.4%	17.7%	64.6%	65.7%	59.2%	82.8%	-1.4%	Jun '26
Mid Value- Pacer Cash Cows	62.97		-1.2%	-3.3%	-0.5%	-0.9%	5.8%	17.2%	9.0%	5.0%	43.3%	59.7%	45.1%	57.0%	-3.8%	Jun '26
Growth- S&P Momentum	142.74		-3.5%	-7.5%	-0.7%	20.0%	18.9%	34.7%	26.6%	20.0%	166.5%	172.3%	133.0%	186.4%	-8.0%	Jun '26
Invesco S&P Quality	84.18		-1.5%	-2.2%	2.1%	8.3%	13.8%	20.0%	13.2%	12.6%	79.2%	91.7%	67.5%	120.8%	-3.1%	Jun '26
Rotation Factor- BlackRock	64.98		-1.9%	-4.5%	-1.2%	7.9%	7.2%	24.5%	20.0%	7.1%	93.0%	99.0%	81.1%	145.4%	-4.5%	Jun '26
US Min Volatility- Fidelity	68.66		-0.6%	-2.5%	-0.5%	2.2%	3.6%	12.9%	11.8%	3.3%	47.1%	59.0%	40.5%	71.4%	-2.5%	May '26
Derivative Income- JPMorgan	55.36		0.02%	0.1%	-1.1%	-3.7%	0.5%	6.3%	8.1%	-0.6%	27.9%	41.1%	28.7%	46.9%	-5.6%	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	17.34	p	EOD	-0.1%	1.0%	7.2%	9.9%	12.5%	6.5%	9.7%	33.3%	42.0%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.80	p	EOD	-0.7%	0.7%	2.6%	7.4%	14.5%	16.4%	5.6%	49.6%	74.2%	73.5%	55.1%	-0.8%	Jun '26
Long Short- AQR	20.97	p	EOD	-1.3%	1.0%	1.7%	1.8%	15.0%	34.4%	-0.9%	101.1%	169.8%	155.9%	144.0%	-1.5%	Dec '25
Mkt Neutral- BlackRock	16.35	p	EOD	-0.3%	3.9%	9.1%	13.8%	22.0%	18.3%	12.1%	80.3%	83.3%	89.6%	90.2%	-1.0%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.2%	0.5%	1.7%	3.0%	7.1%	7.2%	2.5%	21.6%	45.4%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	72.86		-1.0%	-2.4%	-1.9%	2.9%	2.7%	11.9%	9.1%	2.7%	45.6%	58.6%	47.5%	63.1%	-2.7%	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)	360.42	-0.8%	-0.4%	-10.1%	17.6%	13.8%	105.1%	66.0%	15.2%	197.3%	201.8%	150.6%	272.5%	-10.5%	May '26
Meta (Communications)	585.92	0.09%	-2.0%	-3.9%	-9.4%	-10.7%	-15.3%	13.1%	-11.2%	122.9%	78.8%	74.4%	363.2%	-25.7%	Aug '25
Amazon (Cyclical)	243.14	-0.8%	-5.2%	-10.8%	13.9%	6.7%	12.1%	5.2%	5.3%	97.0%	48.2%	42.7%	115.4%	-11.6%	May '26
Tesla (Cyclical)	388.64	-5.0%	-8.3%	-9.3%	-2.5%	-12.7%	25.9%	11.4%	-13.6%	59.0%	94.7%	-2.8%	78.9%	-20.7%	Dec '25
Procter & Gamble (Defensive)	149.10	2.8%	5.9%	1.8%	-3.2%	8.4%	-5.6%	-12.3%	5.6%	10.0%	25.6%	2.7%	32.1%	-13.6%	Dec '24
PepsiCo (Defensive)	144.17	2.5%	2.6%	-6.8%	-10.7%	0.6%	14.1%	-1.8%	1.4%	-13.1%	14.4%	-4.7%	-4.6%	-18.7%	May '23
Coca-Cola (Defensive)	81.64	2.6%	4.1%	4.1%	5.7%	17.3%	17.0%	15.6%	17.6%	47.6%	70.8%	56.2%	64.3%	-0.3%	May '26
Exxon Mobil (Energy)	148.64	-2.0%	-0.6%	3.5%	-0.5%	27.4%	46.1%	16.0%	25.2%	53.0%	185.1%	173.3%	71.0%	-12.7%	Mar '26
Chevron (Energy)	186.35	-1.5%	-0.6%	2.6%	-1.6%	26.7%	36.7%	10.1%	23.5%	31.9%	110.3%	85.4%	36.4%	-11.7%	Mar '26
JPMorgan Chase (Financial)	311.45	0.11%	3.5%	3.1%	8.0%	4.6%	19.0%	37.3%	-2.4%	136.5%	116.9%	116.0%	226.8%	-6.4%	Jan '26
Visa (Financial)	323.77	1.3%	2.0%	1.8%	2.7%	-0.4%	-11.0%	11.8%	-7.3%	48.2%	44.7%	51.3%	87.0%	-12.6%	Jun '25
Mastercard (Financial)	493.31	1.6%	3.3%	-0.4%	-4.6%	-7.9%	-15.1%	9.0%	-13.3%	36.0%	39.8%	36.6%	77.7%	-17.3%	Aug '25
Bank of America (Financial)	53.99	0.7%	3.4%	5.2%	12.7%	1.4%	22.3%	28.0%	-1.3%	97.8%	43.4%	30.2%	97.9%	-5.2%	Jan '26
UnitedHealth (Health)	410.08	0.9%	8.5%	7.9%	43.8%	27.7%	39.1%	-33.1%	25.2%	-11.9%	11.4%	-12.0%	-12.4%	-32.0%	Nov '24
Johnson & Johnson (Health)	236.76	2.0%	6.2%	7.0%	-2.4%	19.0%	55.4%	47.5%	15.0%	60.6%	63.6%	56.0%	61.3%	-4.7%	Mar '26
Eli Lilly (Health)	1144.02	-0.4%	7.5%	20.8%	13.6%	16.9%	48.9%	40.2%	6.8%	162.0%	430.7%	338.5%	263.2%	-0.4%	Jun '26
Union Pacific (Industrials)	269.00	0.12%	1.6%	1.6%	6.1%	16.8%	22.1%	3.9%	16.9%	43.4%	35.3%	19.8%	51.9%	-3.2%	May '26
Honeywell (Industrials)	214.77	1.4%	-8.7%	1.3%	-9.1%	14.1%	2.5%	-6.4%	11.2%	22.8%	11.0%	21.2%	42.8%	-12.9%	Mar '26
Nvidia (IT)	201.20	-3.6%	-9.6%	-6.5%	10.2%	8.8%	41.1%	38.9%	7.9%	419.4%	1061.8%	569.3%	1651.9%	-14.7%	May '26
Broadcom (IT)	374.11	-5.7%	-22.3%	-13.0%	8.4%	-7.6%	54.4%	50.6%	8.3%	383.8%	791.3%	510.1%	818.3%	-22.3%	Jun '26
Adobe (IT)	234.48	-4.3%	-10.5%	-7.3%	-17.0%	-31.9%	-43.7%	-21.3%	-33.0%	-48.4%	-54.4%	-58.5%	-18.1%	-63.1%	Feb '24
Oracle (IT)	200.24	-5.5%	-18.1%	2.2%	32.6%	-9.1%	14.2%	18.1%	3.4%	88.8%	153.5%	142.0%	227.8%	-38.5%	Sep '25
salesforce.com (IT)	172.34	-5.6%	-14.2%	-5.2%	-13.1%	-33.7%	-36.2%	-20.2%	-34.8%	-18.8%	-25.9%	-31.5%	22.9%	-52.7%	Dec '24
Linde PLC (Materials)	515.12	2.6%	4.2%	4.5%	6.9%	32.4%	10.2%	3.2%	21.2%	47.9%	89.2%	61.2%	98.6%	-0.5%	May '26
Sherwin-Williams (Materials)	308.17	2.9%	5.2%	-2.7%	-7.6%	-3.8%	-13.3%	-3.8%	-4.7%	31.1%	16.1%	-5.5%	57.9%	-22.0%	Nov '24
American Tower (Real Estate)	193.49	2.3%	4.3%	9.6%	4.7%	9.9%	-5.7%	-0.9%	11.3%	14.6%	-15.7%	-22.5%	18.5%	-15.3%	Sep '24
Prologis Inc. (Real Estate)	147.31	3.2%	4.9%	2.2%	9.9%	17.4%	39.9%	25.1%	16.3%	33.6%	37.3%	1.5%	63.7%	NewNew Peak	Jun '26
NextEra Energy (Utilities)	84.83	1.0%	-0.3%	-8.9%	-7.8%	7.2%	20.5%	15.5%	6.4%	24.2%	32.6%	3.9%	28.8%	-13.3%	Apr '26
Duke Energy (Utilities)	124.63	2.1%	2.9%	1.2%	-4.1%	10.0%	11.7%	12.7%	8.2%	52.8%	49.1%	43.3%	67.8%	-5.8%	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	15.95	p	EOD	-1.2%	-0.6%	0.8%	2.4%	8.0%	9.4%	1.9%	22.6%	11.3%	10.4%	32.3%	-1.2%	Jun '26
Moderate-60% Stock	67.94		-0.8%	-2.7%	-1.3%	3.7%	5.7%	15.9%	16.4%	5.0%	45.3%	36.9%	31.9%	67.4%	-2.7%	Jun '26
Mod Agg-80% Stock	54.73	p	EOD	-2.7%	-0.5%	6.2%	8.8%	21.1%	19.6%	7.9%	58.8%	50.1%	43.3%	88.2%	-2.7%	Jun '26
Aggressive-90% Stock	33.50	p	EOD	-3.0%	-0.7%	8.8%	11.8%	25.7%	20.9%	10.7%	63.3%	54.3%	45.5%	94.3%	-3.0%	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	61169.80	-3.0%	-8.3%	-23.7%	-10.6%	-34.0%	-44.5%	-6.3%	-30.1%	131.0%	63.8%	31.7%	219.3%	-51.0%	Oct '25
Ethereum	1634.81	-3.3%	-12.0%	-29.1%	-18.0%	-50.8%	-39.0%	-11.0%	-44.9%	-11.2%	-37.3%	-56.5%	26.2%	-66.2%	Aug '25
BNB	585.10	-2.7%	-10.0%	-9.8%	-7.8%	-34.9%	-12.1%	23.1%	-32.2%	124.4%	55.7%	14.2%	115.9%	-55.3%	Oct '25
Solana	64.53	-3.4%	-13.0%	-29.8%	-24.0%	-53.2%	-59.9%	-34.2%	-48.2%	271.3%	53.5%	-62.1%	107.1%	-75.4%	Jan '25
Bitcoin ETF	34.53	-3.8%	-9.3%	-24.0%	-11.8%	-34.7%	-44.1%	-6.4%	-30.5%	-	-	-	-	-51.6%	Oct '25
Grayscale Bitcoin (hi fee)	47.32	-3.8%	-9.3%	-24.1%	-12.0%	-35.0%	-44.8%	-7.6%	-30.8%	286.9%	74.0%	52.9%	367.3%	-51.9%	Oct '25
Bloomberg Commodities	23.53	-1.7%	-5.0%	-5.4%	1.7%	20.8%	30.6%	14.9%	20.5%	46.5%	60.0%	53.0%	32.7%	-9.2%	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	5.01	-0.3%	0.9%	1.3%	5.7%	4.2%	1.2%	1.1%	3.5%	28.9%	131.0%	148.6%	29.0%	-3.3%	May '26
10yr Treasury rate	4.53	-0.6%	1.6%	3.7%	9.4%	8.1%	1.0%	-9.0%	8.7%	20.9%	204.0%	178.0%	16.0%	-9.3%	Oct '23
5yr Treasury rate	4.25	-0.7%	1.7%	5.9%	13.8%	12.4%	4.0%	-15.0%	14.2%	8.4%	470.5%	211.4%	3.4%	-14.3%	Oct '23
13-week T-bill	3.63	0.2%	0.5%	1.1%	1.2%	0.1%	-14.3%	-15.7%	2.5%	-28.7%	18075.0%	6758.5%	2.9%	-32.0%	Oct '23
Crude Oil	86.57	-5.2%	-7.7%	-9.3%	-8.7%	48.6%	32.6%	-19.9%	50.8%	23.4%	23.7%	13.8%	-0.8%	-23.4%	Apr '26
Gold	4280.30	-1.3%	-4.7%	-9.3%	-15.9%	1.7%	28.5%	64.5%	-1.0%	118.1%	126.1%	137.9%	156.3%	-19.5%	Jan '26
USD/EUR	0.87	-0.1%	0.6%	2.1%	-0.2%	0.8%	-1.0%	-11.4%	1.7%	-	5.5%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	160.34	0.09%	0.2%	2.4%	1.2%	2.9%	10.9%	-0.4%	2.5%	-	46.3%	39.3%	9.3%	-0.8%	Jul '24
S&P 500 Volatility Index	21.42	13.2%	35.8%	24.6%	-16.0%	26.5%	24.8%	-13.8%	43.3%	54.9%	19.7%	29.0%	-36.2%	-59.1%	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	50.44		-0.3%	-0.4%	-0.3%	0.0%	1.3%	4.3%	6.1%	0.8%	19.0%	18.1%	18.2%	23.4%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.45		0.09%	0.1%	0.1%	0.1%	1.5%	5.8%	4.3%	1.1%	11.7%	5.7%	5.4%	17.1%	-0.8%	Feb '26
Interm Bond- Janus MSB	44.86		0.2%	-0.5%	-1.2%	-1.4%	0.7%	6.6%	8.8%	-0.1%	14.0%	3.0%	3.4%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	76.18		0.2%	-0.4%	-1.1%	-1.8%	-0.4%	4.4%	8.5%	-0.8%	13.2%	0.2%	1.3%	19.0%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.3%	0.1%	2.4%	2.8%	7.8%	8.2%	2.1%	32.0%	34.9%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	47.88		0.2%	-0.6%	-0.5%	-0.2%	0.7%	4.3%	8.2%	0.1%	17.8%	13.9%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	74.53		0.3%	-0.8%	-0.8%	-1.7%	-0.2%	6.2%	7.2%	0.0%	12.9%	-10.4%	-11.6%	24.8%	-2.9%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.2%	0.0%	0.1%	1.1%	5.6%	3.3%	0.7%	10.4%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.37		0.1%	0.1%	0.2%	-0.1%	1.3%	6.5%	3.4%	0.8%	9.8%	2.9%	2.8%	14.7%	-1.1%	Feb '26

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