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S&P 500

New Peak

Return

83.0%

[

20.1%

annualized]

Dec 30 2022 - Apr 16 2026

DJIA (Large Value)

-3.2%

BelowPeak Feb '26

Return

46.5%

[

12.3%

annualized]

Dec 30 2022 - Apr 16 2026

Russell 2000 (Small Cap)

-0.3%

BelowPeak Jan '26

Return

53.9%

[

14.0%

annualized]

Dec 30 2022 - Apr 16 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 Apr 16 02:20 PM EDT, next update at 02:30 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	7027.49	0.06%	3.0%	4.9%	1.3%	6.0%	33.2%	16.4%	2.7%	69.8%	67.9%	46.5%	96.5%	New Peak	Apr '26
DJIA (Large Value)	48558.98	0.2%	0.8%	3.4%	-1.6%	5.7%	22.4%	13.0%	1.0%	43.3%	42.0%	32.7%	66.2%	-3.2%	Feb '26
Russell 2000 (Small Cap)	2710.56	-0.11%	2.8%	8.3%	1.2%	9.9%	45.5%	11.3%	9.2%	52.2%	19.8%	19.3%	60.6%	-0.3%	Jan '26
NASDAQ Comp (Tech/Growth)	24027.13	0.05%	5.3%	7.4%	2.2%	6.5%	47.3%	20.4%	3.4%	98.2%	71.0%	51.8%	130.7%	New Peak	Apr '26
Aggregate Bond	99.46	-0.2%	0.0%	0.2%	0.4%	0.3%	5.4%	7.2%	0.6%	11.8%	1.2%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	109.47	-0.4%	0.0%	1.1%	0.1%	-0.4%	7.1%	7.9%	0.5%	14.2%	0.9%	-0.8%	25.8%	-1.3%	Feb '26
High Yield Bond	80.32	-0.2%	0.0%	1.6%	0.5%	2.7%	10.1%	8.6%	1.1%	27.3%	20.8%	17.7%	37.8%	-0.2%	Apr '26
Preferred	31.34	-0.05%	1.6%	2.4%	-0.2%	2.5%	13.3%	4.9%	2.4%	20.3%	7.9%	3.6%	27.2%	-1.0%	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	51.69	0.6%	0.0%	5.1%	6.7%	18.5%	31.4%	9.9%	14.5%	35.5%	38.1%	25.9%	61.7%	-3.2%	Feb '26
Consumer Discretionary/Cyclical	117.52	-0.6%	4.2%	5.0%	-3.7%	1.5%	28.6%	7.4%	-1.4%	63.9%	36.1%	15.9%	74.3%	-5.4%	Jan '26
Financial Services	52.12	-0.11%	1.5%	6.3%	-3.8%	1.6%	13.7%	14.9%	-4.4%	66.3%	60.6%	41.9%	82.6%	-7.1%	Jan '26
Real Estate	95.04	0.8%	2.4%	3.4%	3.7%	7.0%	15.5%	3.3%	8.6%	32.1%	19.6%	-2.4%	43.3%	New Peak	Apr '26
Communication Services	118.39	0.9%	3.6%	3.0%	3.1%	4.4%	33.7%	23.1%	0.9%	106.5%	62.1%	58.3%	158.2%	-1.1%	Jan '26
Energy	56.63	1.6%	-1.2%	-1.6%	19.5%	34.8%	46.7%	7.9%	27.5%	43.1%	181.2%	129.6%	59.0%	-9.5%	Mar '26
Industrials	170.52	-0.4%	-1.0%	3.0%	2.5%	13.2%	38.7%	19.3%	10.2%	78.6%	81.9%	73.5%	112.2%	-4.4%	Mar '26
Technology	151.27	0.6%	6.5%	9.1%	4.0%	6.6%	56.9%	24.6%	5.2%	107.8%	119.3%	78.1%	166.3%	-0.2%	Oct '25
Consumer Staples/Defensive	81.22	0.2%	-2.7%	-3.9%	-0.5%	4.7%	4.1%	1.5%	5.2%	17.2%	32.7%	17.8%	31.8%	-9.3%	Feb '26
Healthcare	146.55	-0.8%	-1.9%	-2.6%	-5.5%	3.8%	9.4%	14.5%	-4.9%	14.5%	30.7%	12.6%	27.4%	-8.1%	Feb '26
Utilities	46.10	0.2%	-2.2%	-1.8%	7.0%	1.8%	23.2%	16.0%	8.8%	46.7%	59.6%	47.9%	66.8%	-2.7%	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	148.73	-0.05%	2.5%	5.1%	2.6%	8.7%	36.3%	22.4%	5.1%	70.0%	62.9%	50.1%	103.9%	-0.1%	Apr '26
MSCI Emerging Markets	62.37	0.3%	3.5%	6.8%	7.8%	16.8%	53.5%	34.0%	14.0%	69.2%	29.1%	39.8%	97.0%	-1.5%	Feb '26
FTSE Europe	87.67	-0.4%	1.0%	5.4%	2.2%	10.1%	30.7%	35.8%	5.3%	53.6%	54.8%	45.8%	113.7%	-2.7%	Feb '26
MSCI Japan	89.32	0.3%	1.2%	5.0%	4.5%	13.7%	39.9%	25.9%	10.6%	67.1%	44.2%	47.4%	100.8%	-4.9%	Feb '26
MSCI India	49.93	-0.10%	1.8%	2.8%	-5.5%	-7.7%	-2.3%	2.7%	-7.6%	25.5%	30.4%	8.2%	24.3%	-15.0%	Sep '24
MSCI China	58.66	1.1%	2.5%	-0.1%	-6.2%	-6.3%	22.0%	31.0%	-2.3%	30.0%	-20.1%	3.6%	58.6%	-11.4%	Oct '25
International Bond	48.08	-0.07%	-0.1%	0.0%	-0.3%	-0.6%	2.1%	2.9%	0.2%	13.0%	1.2%	1.6%	17.6%	-1.8%	Feb '26
iShares Latin America	37.83	0.2%	1.4%	10.9%	16.4%	37.8%	72.9%	52.7%	24.2%	77.3%	87.9%	115.2%	93.1%	-0.7%	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	643.85	0.06%	3.0%	5.0%	1.5%	6.6%	34.8%	17.8%	3.0%	76.9%	80.2%	55.8%	106.4%	New Peak	Apr '26
US Large Growth	468.48	-0.09%	5.2%	5.7%	-0.4%	1.0%	37.6%	18.3%	-0.9%	94.9%	84.8%	56.3%	129.5%	-4.5%	Oct '25
US Large Value	224.57	0.2%	0.6%	4.1%	2.9%	12.2%	30.0%	15.7%	7.2%	54.1%	57.9%	44.9%	75.9%	-0.1%	Apr '26

US MidCap Blend	302.56	0.2%	1.4%	4.1%	1.1%	5.6%	26.0%	11.6%	4.6%	51.2%	41.4%	27.7%	70.3%	-1.1%	Feb '26
US MidCap Growth	278.21	0.07%	3.2%	4.5%	-2.3%	-3.4%	20.1%	10.7%	-0.1%	47.0%	27.2%	14.1%	68.5%	-6.3%	Oct '25
US MidCap Value	190.46	0.4%	0.2%	3.7%	3.4%	12.3%	29.8%	12.1%	8.0%	52.2%	53.0%	39.5%	68.7%	-1.5%	Feb '26

US Small Blend	279.11	0.3%	2.2%	6.6%	1.7%	11.0%	37.9%	8.9%	8.6%	55.3%	35.6%	30.8%	69.8%	New Peak	Apr '26
US Small Growth	347.92	-0.02%	4.6%	9.2%	-0.4%	6.4%	46.2%	12.9%	7.7%	57.4%	17.4%	20.8%	71.5%	-1.6%	Jan '26
US Small Value	201.82	-0.05%	1.1%	7.6%	3.6%	15.1%	48.0%	12.4%	11.7%	58.3%	36.8%	30.4%	64.2%	-0.1%	Apr '26

Foreign Large Blend	102.88	-0.4%	0.9%	4.9%	3.4%	11.0%	32.8%	31.6%	7.1%	54.8%	51.7%	47.0%	104.3%	-2.6%	Feb '26
Foreign Growth	119.94	-0.4%	1.6%	4.7%	0.6%	5.1%	25.2%	20.7%	5.3%	33.3%	23.1%	16.4%	76.4%	-2.8%	Feb '26
Foreign Value	77.96	-0.4%	0.5%	5.5%	6.1%	17.2%	40.9%	42.2%	9.2%	78.7%	83.5%	82.9%	134.6%	-2.5%	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		0.07%	-0.1%	0.7%	-0.5%	0.6%	5.0%	3.6%	-0.2%	22.9%	28.6%	25.1%	30.8%	-1.0%	Jan '26
Ultra Short- Janus AAA CLO	50.58		0.01%	0.2%	0.7%	0.8%	2.5%	6.0%	5.2%	1.2%	21.8%	25.5%	24.7%	27.0%	New Peak	Apr '26
Bank Loan- Invesco	20.55		0.06%	0.0%	1.0%	-0.9%	1.9%	7.4%	6.9%	-0.6%	24.4%	28.5%	26.2%	32.5%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.33	p	EOD	0.2%	0.5%	1.1%	3.3%	8.1%	8.9%	1.4%	36.4%	59.0%	49.2%	42.4%	New Peak	Apr '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	55.63		-0.09%	2.6%	6.3%	2.4%	8.6%	36.9%	17.7%	4.5%	84.4%	107.2%	94.9%	115.2%	-0.1%	Apr '26
Int’l Min Volatility- Franklin	40.83		-0.10%	-0.9%	1.9%	7.9%	19.3%	41.1%	27.1%	11.3%	78.8%	114.2%	98.5%	113.1%	-1.4%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.34	p	EOD	3.0%	9.8%	0.3%	11.5%	34.4%	3.0%	8.5%	84.3%	105.7%	102.6%	108.3%	-0.5%	Feb '26
Small Value- Avantis	115.42		0.3%	0.0%	8.0%	6.6%	19.6%	48.0%	7.4%	13.5%	63.8%	69.6%	53.6%	76.2%	-0.4%	Apr '26
Mid Value- Pacer Cash Cows	62.70		0.8%	0.9%	0.2%	2.0%	12.7%	29.2%	9.0%	4.5%	39.0%	63.5%	44.5%	56.3%	-3.1%	Feb '26
Growth- S&P Momentum	126.31		-0.2%	2.9%	7.9%	5.6%	5.6%	44.4%	26.6%	6.2%	130.2%	133.9%	106.2%	153.4%	-0.3%	Apr '26
Invesco S&P Quality	79.11		-0.4%	-0.1%	3.6%	2.5%	9.1%	27.8%	13.2%	5.8%	72.0%	82.1%	57.4%	107.5%	-1.9%	Feb '26
Rotation Factor- BlackRock	62.88		-0.06%	2.7%	5.3%	3.2%	8.0%	38.4%	20.0%	3.7%	97.4%	96.0%	75.3%	137.5%	-0.1%	Apr '26
US Min Volatility- Fidelity	67.93		0.3%	1.5%	2.7%	0.6%	5.8%	20.1%	11.8%	2.2%	47.1%	57.9%	39.0%	69.6%	-0.6%	Feb '26
Derivative Income- JPMorgan	57.60		-0.02%	-0.3%	0.8%	0.5%	6.0%	16.9%	8.1%	2.6%	33.2%	49.8%	32.9%	51.7%	-2.5%	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	16.76	p	EOD	0.8%	2.6%	6.3%	6.3%	13.6%	6.5%	6.0%	30.7%	38.5%	37.3%	36.8%	New Peak	Apr '26
Multistrategy- AQR	14.50	p	EOD	-0.7%	0.9%	3.3%	6.3%	16.5%	16.4%	3.5%	46.7%	73.6%	70.0%	51.9%	-0.8%	Apr '26
Long Short- AQR	20.49	p	EOD	-1.2%	0.0%	-0.6%	5.2%	21.2%	34.4%	-3.2%	99.5%	167.3%	150.0%	138.4%	-3.8%	Dec '25
Mkt Neutral- BlackRock	15.31	p	EOD	-0.1%	2.8%	4.4%	11.1%	18.6%	18.3%	5.0%	67.2%	73.1%	77.5%	78.1%	-0.1%	Apr '26
Multi Strategy- Variant	26.15	p	EOD	0.2%	0.6%	2.0%	3.2%	6.9%	7.2%	1.6%	22.2%	47.4%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.14		-0.2%	-0.3%	3.1%	1.1%	5.5%	18.0%	9.1%	1.7%	45.6%	61.7%	46.1%	61.5%	-0.5%	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)	335.14	-0.6%	5.2%	9.7%	1.6%	33.5%	119.3%	66.0%	7.1%	210.4%	196.1%	133.1%	246.4%	-2.4%	Feb '26
Meta (Communications)	673.54	0.3%	7.2%	7.3%	8.7%	-5.3%	34.5%	13.1%	2.1%	206.5%	121.7%	100.5%	432.4%	-14.5%	Aug '25
Amazon (Cyclical)	248.87	0.1%	6.5%	17.5%	4.1%	16.0%	42.8%	5.2%	7.8%	142.8%	46.4%	46.0%	120.4%	-2.0%	Nov '25
Tesla (Cyclical)	386.26	-1.5%	11.8%	-2.4%	-11.7%	-9.9%	59.9%	11.4%	-14.1%	108.8%	56.6%	-3.4%	77.8%	-21.2%	Dec '25
Procter & Gamble (Defensive)	142.92	-0.3%	-2.6%	-6.0%	-0.4%	-3.1%	-11.7%	-12.3%	0.4%	2.2%	18.1%	-2.3%	25.7%	-17.8%	Dec '24
PepsiCo (Defensive)	157.55	1.7%	0.0%	-0.1%	8.6%	5.1%	17.0%	-1.8%	10.8%	-5.0%	27.6%	4.2%	4.3%	-11.1%	May '23
Coca-Cola (Defensive)	75.04	-0.4%	-4.0%	-3.6%	7.3%	12.6%	7.7%	15.6%	8.1%	30.1%	62.2%	43.6%	51.0%	-7.4%	Feb '26
Exxon Mobil (Energy)	152.49	2.3%	-1.6%	-3.0%	18.2%	40.0%	51.4%	16.0%	27.6%	45.5%	225.9%	178.5%	74.3%	-11.1%	Mar '26
Chevron (Energy)	187.95	1.6%	-1.3%	-4.5%	14.2%	26.5%	45.1%	10.1%	24.5%	23.7%	124.8%	87.0%	37.6%	-11.0%	Mar '26
JPMorgan Chase (Financial)	308.87	1.0%	-0.5%	8.5%	-0.6%	4.5%	37.1%	37.3%	-3.2%	138.4%	128.6%	114.2%	224.1%	-7.2%	Jan '26
Visa (Financial)	316.32	0.13%	2.6%	2.0%	-3.5%	-5.3%	-3.8%	11.8%	-9.6%	38.3%	44.9%	47.5%	82.3%	-14.8%	Jun '25
Mastercard (Financial)	521.13	0.2%	3.5%	2.7%	-3.2%	-4.9%	2.1%	9.0%	-8.4%	42.4%	38.9%	44.3%	87.8%	-12.6%	Aug '25
Bank of America (Financial)	53.75	-1.1%	2.0%	14.2%	2.0%	7.7%	47.2%	28.0%	-1.7%	96.8%	55.0%	29.6%	97.0%	-5.6%	Jan '26
UnitedHealth (Health)	317.35	1.0%	3.4%	11.2%	-3.4%	-9.7%	-44.2%	-33.1%	-3.1%	-34.2%	-11.6%	-31.9%	-32.2%	-47.4%	Nov '24
Johnson & Johnson (Health)	233.91	-2.0%	-3.1%	-3.8%	7.5%	23.2%	56.2%	47.5%	13.6%	54.2%	66.0%	54.1%	59.4%	-5.9%	Mar '26
Eli Lilly (Health)	902.73	-0.3%	-5.5%	-8.7%	-12.9%	10.5%	23.7%	40.2%	-15.9%	146.3%	401.4%	245.4%	186.1%	-18.5%	Nov '25
Union Pacific (Industrials)	250.27	0.9%	-0.3%	3.3%	9.6%	13.0%	18.3%	3.9%	8.8%	35.1%	25.8%	11.4%	41.4%	-6.3%	Mar '26
Honeywell (Industrials)	229.99	-0.9%	-2.6%	-1.9%	5.4%	21.4%	29.0%	-6.4%	18.5%	32.4%	16.5%	29.1%	52.1%	-7.3%	Mar '26
Nvidia (IT)	197.92	-0.5%	7.6%	8.0%	6.3%	8.9%	89.5%	38.9%	6.1%	640.3%	1146.9%	558.4%	1623.3%	-4.4%	Oct '25
Broadcom (IT)	397.17	0.11%	11.9%	22.5%	13.2%	12.6%	129.3%	50.6%	15.0%	567.1%	816.9%	547.7%	874.8%	-3.4%	Dec '25
Adobe (IT)	247.19	1.0%	7.5%	-1.9%	-16.5%	-24.9%	-28.2%	-21.3%	-29.4%	-34.8%	-52.9%	-56.2%	-13.6%	-61.1%	Feb '24
Oracle (IT)	177.57	4.6%	28.8%	14.2%	-6.8%	-42.9%	38.2%	18.1%	-8.3%	92.2%	140.6%	114.6%	190.7%	-45.5%	Sep '25
salesforce.com (IT)	180.53	1.6%	5.7%	-8.8%	-20.3%	-26.3%	-27.2%	-20.2%	-31.7%	-5.9%	-21.0%	-28.3%	28.7%	-50.4%	Dec '24
Linde PLC (Materials)	497.15	-0.2%	-1.2%	-0.1%	13.6%	12.7%	12.5%	3.2%	17.0%	43.7%	83.5%	55.6%	91.7%	-2.3%	Apr '26
Sherwin-Williams (Materials)	333.44	1.4%	-0.7%	3.3%	-6.6%	1.1%	1.6%	-3.8%	3.1%	51.8%	30.6%	2.2%	70.8%	-15.7%	Nov '24
American Tower (Real Estate)	177.48	0.3%	-1.4%	-3.9%	-3.3%	-6.4%	-16.4%	-0.9%	1.1%	-5.8%	-17.8%	-29.6%	7.7%	-23.1%	Sep '24
Prologis Inc. (Real Estate)	143.12	2.4%	3.7%	7.6%	8.3%	20.0%	47.7%	25.1%	13.0%	31.5%	46.5%	-1.3%	59.0%	New Peak	Apr '26
NextEra Energy (Utilities)	91.13	-0.13%	-3.6%	-1.8%	9.7%	8.6%	43.0%	15.5%	14.3%	27.5%	28.1%	11.6%	38.3%	-4.1%	Feb '26
Duke Energy (Utilities)	128.14	0.13%	-3.7%	-4.0%	8.4%	2.3%	10.2%	12.7%	10.3%	47.5%	54.6%	46.1%	71.0%	-4.0%	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	15.90	p	EOD	0.6%	1.4%	0.8%	2.1%	10.6%	9.4%	1.6%	22.4%	11.9%	10.0%	31.8%	-0.8%	Feb '26
Moderate-60% Stock	67.01		-0.12%	1.5%	3.3%	1.8%	5.8%	23.9%	16.4%	3.6%	45.1%	36.8%	30.1%	65.2%	-0.4%	Feb '26
Mod Agg-80% Stock	53.17	p	EOD	2.0%	4.3%	2.4%	7.6%	30.4%	19.6%	4.8%	57.1%	48.1%	39.2%	82.9%	-0.2%	Feb '26
Aggressive-90% Stock	32.30	p	EOD	2.4%	5.8%	3.8%	10.2%	36.1%	20.9%	6.7%	60.0%	51.5%	40.3%	87.4%	New Peak	Apr '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	74468.73	-0.4%	3.8%	-0.5%	-22.0%	-31.2%	-11.4%	-6.3%	-14.9%	144.3%	20.9%	60.3%	288.7%	-40.3%	Oct '25
Ethereum	2329.03	-1.3%	6.4%	-0.9%	-29.3%	-40.2%	47.6%	-11.0%	-21.5%	10.8%	-4.2%	-38.1%	79.9%	-51.8%	Aug '25
BNB	628.56	0.9%	4.3%	-7.5%	-33.0%	-45.1%	7.9%	23.1%	-27.2%	91.0%	23.2%	22.7%	132.0%	-52.0%	Oct '25
Solana	87.57	3.1%	5.1%	-9.0%	-39.5%	-52.6%	-33.4%	-34.2%	-29.7%	253.5%	244.8%	-48.6%	181.0%	-66.6%	Jan '25
Bitcoin ETF	42.22	-0.8%	3.2%	0.7%	-22.2%	-31.3%	-12.0%	-6.4%	-15.0%	-	-	-	-	-40.8%	Oct '25
Grayscale Bitcoin (hi fee)	57.92	-0.8%	3.2%	0.5%	-22.3%	-31.7%	-13.1%	-7.6%	-15.3%	267.9%	24.8%	87.1%	472.0%	-41.2%	Oct '25
Bloomberg Commodities	24.13	0.8%	1.3%	1.8%	19.0%	28.2%	35.8%	14.9%	23.6%	41.7%	79.5%	56.9%	36.0%	-2.4%	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	4.93	0.9%	0.7%	1.5%	1.9%	7.6%	3.9%	1.1%	1.9%	31.9%	118.2%	144.7%	27.0%	-3.3%	Oct '23
10yr Treasury rate	4.31	0.6%	0.4%	2.1%	1.8%	8.4%	0.7%	-9.0%	3.5%	22.3%	173.9%	164.7%	10.4%	-13.6%	Oct '23
5yr Treasury rate	3.91	0.4%	-0.1%	2.8%	2.2%	10.2%	0.1%	-15.0%	5.1%	8.3%	376.4%	186.5%	-4.9%	-21.2%	Oct '23
13-week T-bill	3.61	-0.06%	0.6%	0.1%	1.5%	-6.3%	-14.2%	-15.7%	1.8%	-26.4%	45025.0%	6711.3%	2.2%	-32.5%	Oct '23
Crude Oil	91.21	-0.09%	-6.8%	-2.4%	53.4%	58.7%	46.0%	-19.9%	58.8%	10.5%	44.5%	19.9%	4.5%	-19.2%	Apr '26
Gold	4811.20	0.2%	0.4%	-3.7%	4.9%	12.4%	44.6%	64.5%	11.2%	140.3%	170.4%	167.4%	188.0%	-9.5%	Jan '26
USD/EUR	0.85	0.3%	-0.8%	-2.9%	-1.5%	-0.7%	-3.3%	-11.4%	-0.3%	-	-	-3.5%	-17.6%	-13.0%	Jan '25
USD/JPY	159.22	0.3%	0.1%	-0.2%	0.4%	6.1%	12.2%	-0.4%	1.8%	-	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	18.38	1.2%	-5.7%	-21.8%	15.9%	-27.4%	-43.7%	-13.8%	22.9%	7.7%	13.1%	10.7%	-45.2%	-64.9%	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	50.58		0.02%	0.1%	-0.2%	0.2%	1.0%	4.8%	6.1%	0.3%	18.7%	18.1%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.40		0.06%	0.1%	0.0%	0.1%	1.2%	6.5%	4.3%	0.7%	9.9%	6.2%	5.0%	16.6%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.53		-0.2%	0.1%	0.2%	0.6%	1.6%	7.6%	8.8%	1.0%	14.4%	4.2%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	77.32		-0.2%	0.0%	0.2%	0.5%	0.2%	5.8%	8.5%	0.3%	12.9%	2.7%	2.4%	20.3%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.98	p	EOD	0.4%	1.7%	0.7%	2.5%	10.3%	8.2%	1.4%	30.8%	36.5%	30.0%	36.7%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.28		-0.2%	0.2%	1.1%	-0.3%	0.8%	6.3%	8.2%	0.3%	17.7%	14.5%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	75.21		-0.7%	-0.1%	1.7%	-0.4%	-1.7%	7.7%	7.2%	0.5%	10.7%	-7.7%	-11.1%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.0%	0.2%	-0.1%	0.7%	5.4%	3.3%	0.3%	9.0%	2.0%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.33		0.10%	0.1%	0.0%	-0.2%	1.2%	6.8%	3.4%	0.5%	8.3%	3.1%	2.5%	14.4%	-1.4%	Feb '26

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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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