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S&P 500

Return

90.5%

[

20.6%

annualized]

Dec 30 2022 - Jun 10 2026

DJIA (Large Value)

Return

51.5%

[

12.8%

annualized]

Dec 30 2022 - Jun 10 2026

Russell 2000 (Small Cap)

Return

62.3%

[

15.1%

annualized]

Dec 30 2022 - Jun 10 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 10 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	7312.47	-1.0%	-3.2%	-1.2%	7.8%	6.2%	21.1%	16.4%	6.8%	70.1%	72.5%	52.5%	104.4%	-3.9%	Jun '26
DJIA (Large Value)	50225.14	-1.3%	-0.9%	1.2%	5.3%	4.5%	17.2%	13.0%	4.5%	48.3%	45.7%	37.3%	71.9%	-2.6%	Jun '26
Russell 2000 (Small Cap)	2859.19	-0.3%	-1.2%	-0.1%	12.2%	11.7%	32.6%	11.3%	15.2%	53.2%	23.7%	25.8%	69.4%	-2.6%	May '26
NASDAQ Comp (Tech/Growth)	25328.01	-1.4%	-5.7%	-3.5%	11.6%	7.1%	28.5%	20.4%	9.0%	91.0%	80.7%	60.0%	143.1%	-6.5%	Jun '26
Aggregate Bond	98.35	-0.03%	-0.2%	-0.8%	-1.1%	-0.1%	4.4%	7.2%	-0.2%	11.9%	-0.5%	0.2%	17.1%	-2.1%	Feb '26
Corp Bond	108.25	-0.1%	-0.3%	-0.9%	-0.8%	-0.6%	5.0%	7.9%	-0.3%	15.4%	-2.0%	-1.5%	24.9%	-2.0%	Feb '26
High Yield Bond	79.50	-0.1%	-0.2%	-0.8%	0.3%	0.9%	5.5%	8.6%	0.6%	26.5%	19.0%	17.1%	37.1%	-1.0%	May '26
Preferred	30.83	-0.2%	-1.3%	-2.8%	-0.1%	1.0%	6.6%	4.9%	1.2%	20.1%	5.6%	2.4%	25.7%	-2.8%	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	50.10	-1.3%	-3.0%	-2.9%	0.9%	14.3%	14.9%	9.9%	11.0%	34.5%	29.0%	22.0%	56.7%	-6.2%	Feb '26
Consumer Discretionary/Cyclical	113.89	-1.7%	-2.4%	-5.2%	-0.3%	-4.5%	6.1%	7.4%	-4.4%	44.8%	37.7%	12.3%	68.9%	-8.3%	Jan '26
Financial Services	52.56	0.2%	3.3%	2.6%	5.5%	-1.6%	4.5%	14.9%	-3.6%	66.4%	53.6%	43.1%	84.1%	-6.3%	Jan '26
Real Estate	98.17	0.5%	4.0%	1.6%	6.0%	12.3%	12.5%	3.3%	12.1%	34.0%	12.5%	0.8%	48.0%	NewNew Peak	Jun '26
Communication Services	111.64	0.1%	-0.4%	-4.5%	-4.6%	-4.0%	7.9%	23.1%	-4.9%	82.5%	47.3%	49.3%	143.4%	-6.7%	Jan '26
Energy	58.83	2.5%	0.2%	5.6%	6.5%	29.3%	42.8%	7.9%	32.4%	59.5%	154.4%	138.5%	65.2%	-6.0%	Mar '26
Industrials	171.05	-2.6%	-1.7%	-1.2%	0.9%	10.3%	20.2%	19.3%	10.6%	74.7%	78.6%	74.1%	112.8%	-4.1%	Mar '26
Technology	177.90	-1.6%	-9.3%	1.4%	27.4%	19.9%	48.6%	24.6%	23.7%	118.8%	161.9%	109.4%	213.2%	-10.2%	Jun '26
Consumer Staples/Defensive	85.31	1.4%	3.8%	1.3%	0.1%	10.6%	7.2%	1.5%	10.4%	26.6%	37.2%	23.7%	38.5%	-4.7%	Feb '26
Healthcare	153.62	-0.6%	4.1%	7.1%	0.7%	1.8%	15.2%	14.5%	-0.4%	23.8%	32.7%	18.0%	33.5%	-3.7%	Feb '26
Utilities	44.13	0.3%	1.0%	-1.3%	-4.6%	4.8%	12.2%	16.0%	4.1%	45.7%	55.6%	41.6%	59.7%	-6.9%	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	153.15	-0.9%	-3.5%	-1.4%	7.1%	8.2%	23.1%	22.4%	8.2%	70.8%	64.4%	54.5%	110.0%	-4.3%	Jun '26
MSCI Emerging Markets	65.14	-1.0%	-6.8%	-4.1%	11.0%	19.8%	40.2%	34.0%	19.1%	74.7%	31.5%	46.0%	105.7%	-8.0%	Jun '26
FTSE Europe	87.18	-0.8%	-0.8%	-1.1%	3.4%	7.0%	15.6%	35.8%	4.8%	56.5%	46.8%	45.0%	112.5%	-3.2%	Feb '26
MSCI Japan	89.71	-1.4%	-4.5%	-2.7%	3.8%	11.0%	27.1%	25.9%	11.1%	56.5%	46.2%	48.1%	101.7%	-4.7%	Jun '26
MSCI India	47.50	-0.08%	0.3%	-4.7%	-4.9%	-11.0%	-14.0%	2.7%	-12.1%	13.6%	12.7%	2.9%	18.2%	-19.2%	Sep '24
MSCI China	54.31	0.02%	-3.0%	-6.9%	-7.5%	-11.1%	-0.3%	31.0%	-9.6%	28.0%	-25.8%	-4.0%	46.9%	-17.9%	Oct '25
International Bond	47.93	-0.13%	-0.2%	-0.4%	-0.6%	0.2%	1.2%	2.9%	0.1%	12.2%	0.9%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	33.19	-0.09%	-2.4%	-8.9%	-5.0%	10.4%	35.4%	52.7%	9.0%	43.1%	48.3%	88.8%	69.4%	-12.9%	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	671.21	-1.0%	-3.2%	-1.0%	8.1%	6.8%	22.5%	17.8%	7.4%	76.9%	85.1%	62.4%	115.2%	-3.9%	Jun '26
US Large Growth	120.50	-1.2%	-4.8%	-2.5%	6.9%	1.1%	18.9%	19.8%	1.9%	92.8%	107.4%	73.5%	150.4%	-6.4%	Jun '26
US Large Value	236.76	-0.6%	-1.1%	1.2%	9.0%	12.9%	25.8%	15.7%	13.0%	62.5%	61.9%	52.8%	85.4%	-1.8%	Jun '26

US MidCap Blend	78.21	-0.8%	-1.7%	1.4%	6.3%	8.0%	19.7%	17.0%	8.2%	76.2%	77.7%	59.5%	106.3%	-2.5%	Jun '26
US MidCap Growth	289.17	-1.6%	-4.2%	0.2%	6.6%	1.6%	6.3%	10.7%	3.8%	50.0%	31.8%	18.6%	75.1%	-5.0%	Jun '26
US MidCap Value	195.97	-0.2%	0.3%	2.2%	5.9%	10.3%	22.5%	12.1%	11.1%	56.1%	51.7%	43.5%	73.5%	-0.6%	Jun '26

US Small Blend	289.48	-0.6%	-1.3%	0.5%	9.0%	10.7%	25.1%	8.9%	12.6%	55.8%	38.0%	35.7%	76.1%	-2.0%	Jun '26
US Small Growth	367.87	-0.7%	-2.4%	-0.3%	13.1%	10.3%	30.8%	12.9%	13.9%	57.5%	24.9%	27.7%	81.3%	-3.9%	Jun '26
US Small Value	212.05	-0.06%	-0.1%	0.2%	11.3%	14.0%	37.2%	12.4%	17.3%	59.4%	37.0%	37.0%	72.6%	-1.5%	May '26

Foreign Large Blend	102.03	-0.8%	-2.0%	-1.9%	2.8%	7.7%	17.6%	31.6%	6.2%	54.4%	45.7%	45.8%	102.6%	-3.4%	Feb '26
Foreign Growth	119.42	-1.3%	-2.9%	-2.6%	2.9%	5.2%	9.9%	20.7%	4.8%	33.0%	18.8%	15.9%	75.6%	-3.8%	Jun '26
Foreign Value	76.99	-0.4%	-1.2%	-1.3%	2.9%	10.2%	25.5%	42.2%	7.8%	78.0%	75.3%	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	22.84		-0.3%	-0.4%	-0.9%	0.8%	-0.7%	1.3%	3.6%	-0.2%	21.8%	27.1%	25.1%	30.9%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.57		0.00%	0.1%	-0.1%	1.0%	2.1%	4.5%	5.2%	1.5%	20.9%	25.8%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.43		-0.2%	-0.4%	-1.0%	0.7%	-0.2%	3.8%	6.9%	-0.6%	23.2%	27.3%	26.1%	32.4%	-1.1%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.0%	0.4%	1.6%	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	57.15		-1.1%	-2.6%	-1.3%	7.9%	7.3%	22.1%	17.7%	7.3%	81.3%	103.7%	100.2%	121.1%	-3.4%	Jun '26
Int’l Min Volatility- Franklin	40.35		0.2%	-1.5%	-0.5%	1.6%	11.3%	27.5%	27.1%	10.0%	76.4%	105.3%	96.2%	110.6%	-3.1%	May '26
MidCap 30 - Hennessy (hi fee)	27.81	p	EOD	-1.6%	-0.5%	15.2%	11.8%	22.9%	3.0%	14.6%	82.0%	112.4%	113.9%	119.9%	-4.0%	May '26
Small Value- Avantis	121.71		0.5%	1.4%	1.6%	12.4%	16.3%	35.9%	7.4%	19.6%	67.3%	70.5%	61.9%	85.8%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	63.48		-0.3%	-2.2%	0.3%	0.8%	5.1%	17.0%	9.0%	5.8%	44.5%	61.0%	46.2%	58.2%	-3.1%	Jun '26
Growth- S&P Momentum	144.62		-2.0%	-6.8%	0.6%	21.8%	19.6%	36.2%	26.6%	21.5%	170.0%	173.2%	136.1%	190.2%	-6.8%	Jun '26
Invesco S&P Quality	84.58		-1.1%	-2.0%	2.6%	8.9%	12.9%	20.3%	13.2%	13.1%	80.1%	91.1%	68.3%	121.8%	-2.6%	Jun '26
Rotation Factor- BlackRock	65.36		-0.8%	-3.4%	-0.6%	8.4%	7.2%	24.6%	20.0%	7.8%	94.1%	99.3%	82.2%	146.8%	-3.9%	Jun '26
US Min Volatility- Fidelity	69.00		-0.2%	-1.1%	0.0%	3.3%	3.6%	13.0%	11.8%	3.8%	47.8%	58.6%	41.2%	72.2%	-2.0%	May '26
Derivative Income- JPMorgan	55.56		-0.4%	0.3%	-0.7%	-3.1%	0.2%	6.4%	8.1%	-0.3%	28.4%	41.2%	29.2%	47.4%	-5.2%	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	17.30	p	EOD	-0.5%	0.8%	7.1%	9.3%	12.2%	6.5%	9.4%	33.0%	41.3%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.74	p	EOD	-1.2%	0.3%	2.2%	6.5%	14.4%	16.4%	5.2%	49.0%	73.5%	72.8%	54.4%	-1.2%	Jun '26
Long Short- AQR	20.90	p	EOD	-1.5%	0.6%	1.1%	0.6%	15.4%	34.4%	-1.2%	100.4%	171.3%	155.0%	143.2%	-1.8%	Dec '25
Mkt Neutral- BlackRock	16.24	p	EOD	-1.1%	3.2%	8.7%	12.5%	21.0%	18.3%	11.4%	79.1%	82.3%	88.3%	89.0%	-1.6%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.1%	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	73.20		-0.3%	-2.0%	-1.4%	3.8%	3.0%	12.7%	9.1%	3.2%	46.2%	58.5%	48.2%	63.9%	-2.2%	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)	357.74	-1.8%	-0.3%	-10.7%	16.5%	11.8%	100.8%	66.0%	14.4%	195.1%	196.2%	148.8%	269.7%	-11.1%	May '26
Meta (Communications)	576.91	-1.3%	-7.4%	-5.4%	-11.7%	-11.1%	-17.6%	13.1%	-12.5%	119.5%	74.9%	71.7%	356.0%	-26.8%	Aug '25
Amazon (Cyclical)	238.80	-2.2%	-4.5%	-12.4%	11.4%	3.0%	9.7%	5.2%	3.5%	93.5%	42.6%	40.1%	111.5%	-13.2%	May '26
Tesla (Cyclical)	381.88	-3.7%	-9.9%	-10.8%	-4.3%	-15.4%	17.1%	11.4%	-15.1%	56.3%	87.8%	-4.5%	75.8%	-22.0%	Dec '25
Procter & Gamble (Defensive)	149.51	0.6%	6.6%	2.1%	-3.4%	8.5%	-5.5%	-12.3%	5.9%	10.3%	25.0%	2.9%	32.4%	-13.3%	Dec '24
PepsiCo (Defensive)	144.21	1.0%	2.2%	-6.7%	-10.3%	-2.8%	12.5%	-1.8%	1.4%	-13.1%	13.3%	-4.6%	-4.6%	-18.6%	May '23
Coca-Cola (Defensive)	83.64	2.8%	6.2%	6.7%	8.1%	19.9%	18.9%	15.6%	20.5%	51.2%	73.6%	60.0%	68.3%	NewNew Peak	Jun '26
Exxon Mobil (Energy)	151.57	1.8%	-0.6%	5.6%	3.0%	28.5%	45.9%	16.0%	27.7%	56.0%	190.3%	178.7%	74.4%	-11.0%	Mar '26
Chevron (Energy)	191.64	2.6%	1.0%	5.5%	2.9%	27.8%	38.0%	10.1%	27.0%	35.6%	115.1%	90.7%	40.3%	-9.2%	Mar '26
JPMorgan Chase (Financial)	312.13	-0.2%	3.7%	3.3%	8.7%	1.6%	18.5%	37.3%	-2.2%	137.0%	120.8%	116.5%	227.5%	-6.2%	Jan '26
Visa (Financial)	321.08	-1.2%	2.8%	0.9%	2.3%	-1.0%	-12.7%	11.8%	-8.1%	46.9%	42.5%	50.1%	85.4%	-13.3%	Jun '25
Mastercard (Financial)	488.12	-1.4%	3.5%	-1.5%	-5.0%	-9.1%	-16.7%	9.0%	-14.2%	34.6%	37.9%	35.1%	75.9%	-18.1%	Aug '25
Bank of America (Financial)	55.15	1.3%	5.8%	7.5%	13.6%	2.5%	24.3%	28.0%	0.8%	102.0%	48.7%	32.9%	102.1%	-3.1%	Jan '26
UnitedHealth (Health)	407.05	-1.4%	8.0%	7.1%	44.2%	24.9%	37.8%	-33.1%	24.3%	-12.5%	10.5%	-12.6%	-13.1%	-32.5%	Nov '24
Johnson & Johnson (Health)	238.96	0.8%	7.0%	8.0%	-2.0%	16.3%	55.7%	47.5%	16.1%	62.1%	63.7%	57.4%	62.8%	-3.9%	Mar '26
Eli Lilly (Health)	1142.96	-0.2%	5.9%	20.7%	14.3%	15.4%	42.6%	40.2%	6.7%	161.8%	413.0%	338.1%	262.8%	-0.5%	Jun '26
Union Pacific (Industrials)	268.74	-0.9%	2.5%	1.5%	7.4%	14.7%	20.7%	3.9%	16.8%	43.2%	36.3%	19.6%	51.8%	-3.3%	May '26
Honeywell (Industrials)	208.23	-3.5%	-6.7%	-1.8%	-13.0%	9.6%	-0.2%	-6.4%	7.9%	19.1%	8.3%	17.5%	38.5%	-15.6%	Mar '26
Nvidia (IT)	202.73	-2.6%	-5.5%	-5.8%	9.7%	10.3%	40.9%	38.9%	8.7%	423.3%	1066.1%	574.4%	1665.2%	-14.0%	May '26
Broadcom (IT)	373.26	-4.8%	-22.1%	-13.2%	9.2%	-9.3%	53.8%	50.6%	8.1%	382.7%	780.3%	508.7%	816.2%	-22.5%	Jun '26
Adobe (IT)	235.63	-0.9%	-8.0%	-6.9%	-14.4%	-31.3%	-43.4%	-21.3%	-32.7%	-48.1%	-56.0%	-58.2%	-17.7%	-62.9%	Feb '24
Oracle (IT)	204.77	-0.5%	-11.1%	4.5%	37.5%	-7.6%	16.5%	18.1%	5.7%	93.1%	166.2%	147.5%	235.3%	-37.1%	Sep '25
salesforce.com (IT)	174.14	-0.7%	-8.6%	-4.2%	-10.4%	-33.8%	-34.6%	-20.2%	-34.1%	-17.9%	-26.4%	-30.8%	24.2%	-52.2%	Dec '24
Linde PLC (Materials)	511.66	-0.8%	1.1%	3.8%	7.4%	30.7%	8.7%	3.2%	20.4%	46.9%	88.0%	60.1%	97.3%	-1.1%	May '26
Sherwin-Williams (Materials)	307.01	-1.1%	3.5%	-3.1%	-7.1%	-5.7%	-14.3%	-3.8%	-5.0%	30.6%	15.3%	-5.9%	57.3%	-22.3%	Nov '24
American Tower (Real Estate)	191.34	0.3%	5.0%	8.4%	3.8%	8.3%	-7.6%	-0.9%	10.1%	13.3%	-17.8%	-23.4%	17.2%	-16.3%	Sep '24
Prologis Inc. (Real Estate)	147.11	-0.3%	3.7%	2.1%	8.9%	15.2%	39.0%	25.1%	16.2%	33.4%	34.3%	1.4%	63.4%	-0.3%	Jun '26
NextEra Energy (Utilities)	85.11	0.3%	1.4%	-8.6%	-7.0%	5.4%	19.4%	15.5%	6.7%	24.6%	31.1%	4.2%	29.2%	-13.1%	Apr '26
Duke Energy (Utilities)	125.33	1.2%	3.5%	1.8%	-2.5%	11.8%	11.5%	12.7%	8.8%	53.7%	49.5%	44.1%	68.7%	-5.3%	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	15.98	p	EOD	-0.6%	-0.4%	1.2%	2.4%	7.9%	9.4%	2.1%	22.9%	11.2%	10.6%	32.5%	-1.0%	Jun '26
Moderate-60% Stock	68.09		-0.6%	-2.0%	-1.1%	3.9%	5.3%	15.9%	16.4%	5.2%	45.6%	36.9%	32.2%	67.8%	-2.5%	Jun '26
Mod Agg-80% Stock	54.76	p	EOD	-2.0%	-0.5%	6.2%	8.0%	20.7%	19.6%	7.9%	58.9%	49.6%	43.4%	88.3%	-2.6%	Jun '26
Aggressive-90% Stock	33.52	p	EOD	-2.3%	-0.7%	8.6%	10.9%	25.5%	20.9%	10.7%	63.4%	53.8%	45.6%	94.4%	-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	61919.07	0.4%	-3.3%	-22.8%	-11.5%	-32.7%	-43.8%	-6.3%	-29.2%	133.8%	68.7%	33.3%	223.2%	-50.4%	Oct '25
Ethereum	1632.52	-0.3%	-9.9%	-29.2%	-19.9%	-50.9%	-42.0%	-11.0%	-45.0%	-11.3%	-33.9%	-56.6%	26.1%	-66.2%	Aug '25
BNB	590.93	-0.3%	-4.7%	-8.9%	-7.9%	-33.9%	-12.3%	23.1%	-31.5%	126.7%	67.8%	15.4%	118.1%	-54.9%	Oct '25
Solana	64.33	-1.0%	-10.2%	-30.0%	-25.1%	-52.9%	-61.0%	-34.2%	-48.3%	270.1%	56.5%	-62.2%	106.4%	-75.4%	Jan '25
Bitcoin ETF	35.07	-0.2%	-5.2%	-22.8%	-11.7%	-33.2%	-43.7%	-6.4%	-29.4%	-	-	-	-	-50.8%	Oct '25
Grayscale Bitcoin (hi fee)	48.05	-0.2%	-5.3%	-22.9%	-12.0%	-33.6%	-44.4%	-7.6%	-29.7%	292.8%	75.0%	55.2%	374.5%	-51.2%	Oct '25
Bloomberg Commodities	23.77	0.5%	-3.9%	-4.5%	1.7%	21.0%	32.3%	14.9%	21.7%	48.0%	61.6%	54.5%	34.0%	-8.3%	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	5.01	-0.06%	0.4%	1.2%	5.0%	4.4%	1.4%	1.1%	3.5%	28.8%	132.6%	148.4%	28.9%	-3.3%	May '26
10yr Treasury rate	4.53	0%	0.8%	3.8%	9.5%	8.7%	1.2%	-9.0%	8.8%	20.9%	210.3%	178.1%	16.0%	-9.2%	Oct '23
5yr Treasury rate	4.25	-0.02%	0.9%	6.0%	14.5%	13.2%	4.1%	-15.0%	14.2%	8.5%	481.7%	211.5%	3.4%	-14.3%	Oct '23
13-week T-bill	3.63	0.00%	0.3%	1.1%	1.1%	1.2%	-14.5%	-15.7%	2.5%	-28.7%	18075.0%	6758.5%	2.9%	-32.0%	Oct '23
Crude Oil	91.01	3.2%	-5.2%	-4.6%	9.1%	55.7%	40.1%	-19.9%	58.5%	29.7%	29.5%	19.6%	4.3%	-19.4%	Apr '26
Gold	4150.10	-2.6%	-6.5%	-12.1%	-20.6%	-1.1%	25.0%	64.5%	-4.1%	111.5%	119.1%	130.6%	148.5%	-22.0%	Jan '26
USD/EUR	0.87	-0.2%	0.5%	2.0%	0.5%	0.6%	-1.0%	-11.4%	1.6%	-	5.3%	-1.6%	-16.0%	-11.4%	Jan '25
USD/JPY	160.50	0.08%	0.4%	2.5%	1.7%	2.3%	10.8%	-0.4%	2.6%	-	46.7%	39.4%	9.4%	-0.7%	Jul '24
S&P 500 Volatility Index	21.64	8.9%	34.7%	25.9%	-13.2%	37.2%	27.7%	-13.8%	44.7%	56.5%	34.4%	30.4%	-35.5%	-58.6%	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	50.46		0.02%	-0.4%	-0.2%	0.0%	1.1%	4.3%	6.1%	0.8%	19.0%	18.1%	18.2%	23.4%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.37		-0.2%	0.0%	0.0%	0.0%	1.2%	5.6%	4.3%	0.9%	11.5%	5.4%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.88		0.03%	-0.1%	-1.1%	-1.3%	0.4%	6.4%	8.8%	-0.1%	14.0%	3.0%	3.5%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	76.13		-0.07%	-0.3%	-1.1%	-1.6%	-0.7%	4.2%	8.5%	-0.9%	13.1%	-0.1%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.1%	2.3%	2.8%	7.7%	8.2%	2.1%	32.0%	34.5%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	47.87		-0.09%	-0.4%	-0.5%	-0.3%	0.6%	4.1%	8.2%	0.0%	17.8%	13.3%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	74.49		-0.2%	-0.5%	-0.8%	-0.7%	-0.8%	5.7%	7.2%	0.0%	12.9%	-11.0%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.0%	0.1%	0.2%	1.2%	5.7%	3.3%	0.8%	10.5%	1.3%	1.0%	16.0%	-0.8%	Feb '26
Long Muni- iShares	57.24		-0.2%	-0.1%	0.0%	-0.1%	1.0%	6.3%	3.4%	0.6%	9.6%	2.6%	2.6%	14.5%	-1.3%	Feb '26

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