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S&P 500

-0.9%

BelowPeak May '26

Return

93.6%

[

21.5%

annualized]

Dec 30 2022 - May 20 2026

DJIA (Large Value)

-0.4%

BelowPeak Feb '26

Return

50.9%

[

12.9%

annualized]

Dec 30 2022 - May 20 2026

Russell 2000 (Small Cap)

-2.4%

BelowPeak May '26

Return

60.0%

[

14.9%

annualized]

Dec 30 2022 - May 20 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 20 06:50 PM EDT, next update at 07:00 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	7432.97	1.1%	-0.2%	4.6%	7.6%	13.7%	25.1%	16.4%	8.6%	77.3%	78.7%	55.0%	107.8%	-0.9%	May '26
DJIA (Large Value)	50009.35	1.3%	0.6%	1.1%	0.8%	9.3%	17.2%	13.0%	4.0%	49.6%	46.7%	36.7%	71.2%	-0.4%	Feb '26
Russell 2000 (Small Cap)	2817.36	2.6%	-0.9%	0.9%	5.8%	22.2%	33.8%	11.3%	13.5%	58.8%	27.6%	24.0%	66.9%	-2.4%	May '26
NASDAQ Comp (Tech/Growth)	26270.36	1.5%	-0.5%	7.6%	14.8%	19.0%	37.2%	20.4%	13.0%	107.5%	94.1%	65.9%	152.2%	-1.4%	May '26
Aggregate Bond	98.22	0.6%	-0.5%	-1.3%	-1.7%	0.0%	4.8%	7.2%	-0.4%	11.9%	0.4%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	107.95	0.8%	-0.6%	-1.5%	-2.1%	-0.1%	5.7%	7.9%	-0.5%	15.6%	-0.3%	-1.8%	24.5%	-2.3%	Feb '26
High Yield Bond	79.86	0.6%	-0.1%	-0.4%	0.1%	2.7%	6.7%	8.6%	1.0%	28.5%	20.8%	17.6%	37.7%	-0.5%	Apr '26
Preferred	31.11	0.5%	-1.5%	-0.6%	-0.9%	5.1%	8.0%	4.9%	2.1%	24.7%	8.1%	3.3%	26.8%	-1.9%	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	49.72	1.4%	-4.5%	-4.8%	-5.7%	18.9%	16.4%	9.9%	10.1%	34.1%	27.1%	21.1%	55.5%	-6.9%	Feb '26
Consumer Discretionary/Cyclical	117.94	2.5%	-0.7%	-1.6%	0.6%	7.1%	10.0%	7.4%	-1.0%	59.5%	45.0%	16.3%	74.9%	-5.1%	Jan '26
Financial Services	51.66	1.1%	1.3%	-1.8%	-1.1%	1.9%	2.2%	14.9%	-5.2%	66.3%	51.4%	40.7%	81.0%	-7.9%	Jan '26
Real Estate	96.49	1.3%	0.6%	-0.6%	2.8%	11.6%	11.7%	3.3%	10.2%	35.5%	19.1%	-0.9%	45.5%	-0.6%	May '26
Communication Services	116.10	0.2%	-0.6%	-2.2%	-0.3%	6.3%	15.7%	23.1%	-1.1%	95.3%	58.3%	55.2%	153.2%	-3.0%	Jan '26
Energy	59.80	-2.4%	3.8%	8.6%	9.7%	36.6%	47.7%	7.9%	34.6%	65.5%	176.1%	142.5%	67.9%	-4.4%	Mar '26
Industrials	170.73	1.2%	-1.7%	-1.8%	-3.4%	16.2%	20.4%	19.3%	10.4%	78.9%	79.6%	73.7%	112.5%	-4.3%	Mar '26
Technology	177.14	2.3%	0.2%	14.6%	25.9%	30.5%	52.5%	24.6%	23.2%	129.7%	168.8%	108.5%	211.9%	-1.3%	May '26
Consumer Staples/Defensive	85.52	-0.7%	0.9%	3.8%	-2.1%	12.5%	6.4%	1.5%	10.7%	22.2%	37.3%	24.0%	38.8%	-4.5%	Feb '26
Healthcare	147.13	-0.13%	0.3%	-0.2%	-5.8%	-2.0%	11.2%	14.5%	-4.6%	17.8%	28.2%	13.1%	27.9%	-7.8%	Feb '26
Utilities	44.51	0.4%	-0.4%	-2.7%	-3.3%	2.6%	10.6%	16.0%	5.0%	47.6%	57.3%	42.8%	61.0%	-6.1%	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	155.10	1.3%	-0.5%	3.1%	5.1%	15.5%	26.9%	22.4%	9.6%	76.0%	70.5%	56.5%	112.7%	-1.0%	May '26
MSCI Emerging Markets	65.46	1.9%	-2.6%	3.6%	5.0%	25.0%	44.8%	34.0%	19.6%	80.9%	36.9%	46.8%	106.7%	-3.7%	May '26
FTSE Europe	88.24	2.1%	0.7%	-0.7%	-1.5%	14.9%	18.6%	35.8%	6.0%	54.8%	52.2%	46.8%	115.1%	-2.0%	Feb '26
MSCI Japan	91.21	1.0%	-2.0%	2.1%	-0.3%	19.1%	30.7%	25.9%	13.0%	63.6%	52.5%	50.6%	105.1%	-2.9%	Feb '26
MSCI India	48.02	1.6%	0.1%	-5.0%	-10.1%	-12.2%	-11.2%	2.7%	-11.2%	18.5%	19.6%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	56.62	0.07%	-5.3%	-4.5%	-7.2%	-5.9%	4.8%	31.0%	-5.7%	32.5%	-21.3%	0.0%	53.1%	-14.4%	Oct '25
International Bond	47.92	0.7%	0.0%	-0.5%	-1.5%	-0.1%	2.1%	2.9%	0.1%	12.6%	1.8%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	35.03	1.9%	-0.7%	-7.5%	-5.5%	21.3%	41.0%	52.7%	15.0%	61.9%	68.6%	99.3%	78.8%	-8.1%	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	681.57	1.0%	-0.1%	4.6%	7.8%	14.3%	26.6%	17.8%	9.0%	84.5%	91.7%	64.9%	118.5%	-0.9%	May '26
US Large Growth	124.66	1.3%	0.3%	5.0%	10.0%	10.1%	26.4%	19.8%	5.4%	108.0%	121.9%	79.5%	159.1%	-1.0%	May '26
US Large Value	233.80	0.9%	-0.4%	2.9%	4.2%	18.0%	24.6%	15.7%	11.6%	63.3%	62.0%	50.9%	83.1%	-0.6%	May '26

US MidCap Blend	77.06	1.1%	0.0%	-0.1%	1.7%	13.0%	18.3%	17.0%	6.6%	77.7%	79.7%	57.2%	103.2%	-1.5%	May '26
US MidCap Growth	286.24	1.6%	-0.4%	0.2%	3.9%	6.5%	6.5%	10.7%	2.7%	52.3%	35.1%	17.4%	73.3%	-3.6%	Oct '25
US MidCap Value	192.47	0.7%	0.3%	-0.3%	0.0%	15.2%	20.0%	12.1%	9.1%	56.7%	51.1%	40.9%	70.4%	-1.1%	Apr '26

US Small Blend	284.67	2.0%	-0.4%	-0.5%	2.4%	18.8%	23.7%	8.9%	10.8%	59.4%	40.9%	33.5%	73.2%	-2.1%	May '26
US Small Growth	363.17	2.8%	-1.7%	1.2%	7.8%	21.1%	32.8%	12.9%	12.5%	63.1%	29.2%	26.1%	79.0%	-2.9%	May '26
US Small Value	208.64	2.2%	-0.3%	0.5%	4.1%	24.6%	37.8%	12.4%	15.5%	65.9%	41.2%	34.8%	69.8%	-1.9%	May '26

Foreign Large Blend	103.62	1.7%	-0.2%	-0.3%	-1.2%	15.6%	21.3%	31.6%	7.9%	55.0%	51.6%	48.0%	105.8%	-1.9%	Feb '26
Foreign Growth	120.40	2.0%	-0.8%	-1.1%	-1.9%	11.8%	12.9%	20.7%	5.7%	31.9%	23.6%	16.9%	77.0%	-2.4%	Feb '26
Foreign Value	78.75	1.4%	0.3%	0.5%	-0.5%	19.6%	29.6%	42.2%	10.3%	81.3%	82.5%	84.7%	136.9%	-1.5%	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	23.09		0.11%	-0.1%	0.4%	1.9%	1.4%	2.8%	3.6%	0.9%	24.6%	29.5%	26.5%	32.3%	-0.1%	May '26
Ultra Short- Janus AAA CLO	50.66		0.04%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.3%	25.4%	27.7%	NewNew Peak	May '26
Bank Loan- Invesco	20.50		0%	-0.7%	-0.3%	0.9%	1.2%	4.6%	6.9%	-0.3%	24.7%	28.3%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.40	p	EOD	0.0%	0.5%	1.4%	3.1%	7.6%	8.9%	2.0%	35.7%	58.6%	50.2%	43.4%	-0.1%	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	57.99		1.0%	-0.4%	2.9%	5.8%	15.2%	26.3%	17.7%	8.9%	89.2%	111.6%	103.1%	124.3%	-1.2%	May '26
Int’l Min Volatility- Franklin	41.53		0.5%	0.8%	1.8%	1.8%	18.5%	31.6%	27.1%	13.2%	80.5%	115.2%	101.9%	116.8%	NewNew Peak	May '26
MidCap 30 - Hennessy (hi fee)	26.57	p	EOD	-2.9%	-2.7%	2.5%	18.8%	19.6%	3.0%	9.5%	88.3%	110.6%	104.4%	110.1%	-5.6%	May '26
Small Value- Avantis	119.26		1.8%	1.2%	0.9%	3.5%	27.8%	34.6%	7.4%	17.2%	73.8%	71.3%	58.7%	82.1%	-0.9%	May '26
Mid Value- Pacer Cash Cows	63.51		0.3%	0.9%	0.5%	-0.9%	13.2%	18.6%	9.0%	5.9%	46.7%	63.7%	46.3%	58.3%	-1.9%	Feb '26
Growth- S&P Momentum	143.31		1.9%	-2.0%	12.3%	19.8%	25.9%	37.8%	26.6%	20.4%	167.9%	179.4%	134.0%	187.5%	-2.9%	May '26
Invesco S&P Quality	83.23		1.4%	1.0%	3.4%	3.9%	17.0%	19.4%	13.2%	11.3%	79.6%	93.5%	65.6%	118.3%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.33		1.1%	-0.2%	4.4%	8.2%	14.5%	28.5%	20.0%	9.4%	104.3%	106.8%	84.9%	150.5%	-1.3%	May '26
US Min Volatility- Fidelity	69.62		0.2%	0.7%	1.6%	2.6%	7.9%	14.9%	11.8%	4.7%	48.6%	62.6%	42.5%	73.8%	-0.3%	May '26
Derivative Income- JPMorgan	56.18		0.2%	0.4%	-2.0%	-3.5%	4.8%	8.4%	8.1%	0.8%	29.6%	44.2%	30.6%	49.1%	-4.2%	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	17.43	p	EOD	0.3%	4.3%	9.4%	11.2%	14.1%	6.5%	10.2%	34.6%	42.7%	42.8%	42.3%	-0.1%	May '26
Multistrategy- AQR	14.73	p	EOD	-0.3%	2.2%	1.5%	7.0%	14.9%	16.4%	5.1%	50.6%	74.0%	72.7%	54.3%	-0.3%	May '26
Long Short- AQR	20.86	p	EOD	0.3%	3.7%	-0.4%	4.5%	16.0%	34.4%	-1.4%	104.2%	159.6%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	15.95	p	EOD	0.1%	4.2%	8.9%	13.3%	18.9%	18.3%	9.4%	77.1%	78.5%	84.9%	85.6%	-0.3%	May '26
Multi Strategy- Variant	26.09	p	EOD	0.1%	0.5%	1.7%	3.0%	6.9%	7.2%	2.2%	21.9%	46.7%	36.7%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.32		0.4%	0.1%	2.4%	4.5%	7.4%	14.4%	9.1%	4.8%	50.1%	64.1%	50.5%	66.4%	NewNew Peak	May '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)	388.91	0.3%	-3.4%	15.3%	23.6%	34.5%	138.0%	66.0%	24.3%	219.4%	240.0%	170.4%	301.9%	-3.4%	May '26
Meta (Communications)	605.06	0.4%	-1.9%	-9.8%	-7.6%	2.9%	-4.7%	13.1%	-8.3%	148.3%	91.4%	80.1%	378.3%	-23.2%	Aug '25
Amazon (Cyclical)	265.01	2.2%	-1.9%	6.7%	26.1%	22.0%	29.9%	5.2%	14.8%	128.0%	63.2%	55.5%	134.7%	-3.6%	May '26
Tesla (Cyclical)	417.26	3.3%	-6.3%	6.3%	1.3%	5.6%	21.4%	11.4%	-7.2%	131.6%	113.3%	4.3%	92.1%	-14.8%	Dec '25
Procter & Gamble (Defensive)	142.44	0.8%	0.1%	-0.7%	-10.7%	-2.5%	-11.5%	-12.3%	0.9%	0.5%	17.2%	-1.9%	26.2%	-17.4%	Dec '24
PepsiCo (Defensive)	149.29	-0.7%	0.0%	-4.9%	-8.7%	4.1%	17.8%	-1.8%	4.9%	-13.9%	18.4%	-1.3%	-1.2%	-15.8%	May '23
Coca-Cola (Defensive)	81.55	-0.5%	1.6%	8.0%	2.8%	16.1%	17.1%	15.6%	17.5%	41.9%	73.2%	56.0%	64.1%	-0.5%	May '26
Exxon Mobil (Energy)	156.28	-3.9%	3.8%	6.5%	6.8%	35.4%	53.7%	16.0%	31.6%	62.6%	219.2%	187.3%	79.8%	-8.2%	Mar '26
Chevron (Energy)	191.33	-3.0%	2.9%	4.4%	4.0%	28.5%	43.9%	10.1%	26.8%	38.6%	124.8%	90.4%	40.1%	-9.4%	Mar '26
JPMorgan Chase (Financial)	301.98	2.1%	0.6%	-4.7%	-2.3%	2.2%	15.9%	37.3%	-5.4%	132.3%	113.1%	109.4%	216.8%	-9.3%	Jan '26
Visa (Financial)	330.75	0.3%	3.3%	5.6%	3.3%	2.6%	-9.1%	11.8%	-5.3%	45.0%	51.6%	54.6%	91.0%	-10.7%	Jun '25
Mastercard (Financial)	498.04	-0.3%	1.5%	-3.6%	-5.2%	-5.3%	-13.8%	9.0%	-12.5%	31.5%	39.4%	37.9%	79.4%	-16.5%	Aug '25
Bank of America (Financial)	51.23	1.0%	2.8%	-5.0%	-2.9%	1.5%	17.2%	28.0%	-6.3%	97.0%	38.2%	23.5%	87.8%	-10.0%	Jan '26
UnitedHealth (Health)	383.30	-1.5%	-4.5%	18.5%	33.2%	24.8%	22.6%	-33.1%	17.0%	-15.1%	2.2%	-17.7%	-18.1%	-36.5%	Nov '24
Johnson & Johnson (Health)	229.32	-0.3%	-0.5%	-0.6%	-4.9%	14.2%	53.4%	47.5%	11.4%	57.8%	54.4%	51.1%	56.2%	-7.7%	Mar '26
Eli Lilly (Health)	1018.87	-0.2%	0.5%	10.9%	1.1%	-2.0%	37.4%	40.2%	-4.9%	135.3%	435.3%	290.5%	223.4%	-7.9%	Nov '25
Union Pacific (Industrials)	265.80	-2.1%	0.4%	5.4%	0.4%	21.5%	19.2%	3.9%	15.5%	43.1%	34.0%	18.3%	50.1%	-3.4%	May '26
Honeywell (Industrials)	217.39	0.11%	0.3%	-4.9%	-10.0%	16.8%	4.7%	-6.4%	12.6%	24.7%	15.2%	22.7%	44.6%	-11.9%	Mar '26
Nvidia (IT)	223.47	1.3%	-1.0%	10.6%	17.7%	23.7%	66.3%	38.9%	19.8%	615.4%	1433.2%	643.4%	1845.8%	-5.2%	May '26
Broadcom (IT)	417.76	1.6%	0.2%	4.5%	25.8%	20.9%	81.8%	50.6%	21.0%	537.2%	914.8%	581.3%	925.4%	-5.0%	May '26
Adobe (IT)	253.37	-0.6%	7.3%	1.9%	-2.0%	-18.9%	-39.3%	-21.3%	-27.6%	-31.8%	-48.5%	-55.1%	-11.5%	-60.1%	Feb '24
Oracle (IT)	188.16	3.7%	-0.8%	6.0%	27.5%	-10.1%	18.6%	18.1%	-2.9%	89.5%	155.7%	127.4%	208.1%	-42.2%	Sep '25
salesforce.com (IT)	180.10	0.4%	8.6%	-3.3%	-2.5%	-19.8%	-37.0%	-20.2%	-31.8%	-13.1%	-18.3%	-28.5%	28.4%	-50.5%	Dec '24
Linde PLC (Materials)	506.63	0.11%	-1.3%	1.7%	2.4%	24.9%	11.7%	3.2%	19.2%	41.8%	81.9%	58.5%	95.3%	-1.3%	May '26
Sherwin-Williams (Materials)	307.70	2.9%	0.4%	-10.5%	-14.5%	-6.0%	-13.7%	-3.8%	-4.8%	35.4%	13.6%	-5.7%	57.6%	-22.2%	Nov '24
American Tower (Real Estate)	184.02	0.6%	5.8%	1.3%	-0.8%	4.8%	-11.4%	-0.9%	5.9%	7.0%	-14.6%	-26.3%	12.7%	-19.5%	Sep '24
Prologis Inc. (Real Estate)	144.68	1.6%	1.9%	-0.2%	3.1%	19.4%	37.7%	25.1%	14.2%	29.4%	42.1%	-0.3%	60.7%	-0.3%	Apr '26
NextEra Energy (Utilities)	88.27	-2.0%	-6.9%	-4.1%	-3.6%	6.1%	22.2%	15.5%	10.7%	29.4%	35.2%	8.1%	34.0%	-9.8%	Apr '26
Duke Energy (Utilities)	123.81	-0.6%	0.8%	-2.3%	-1.5%	2.8%	9.2%	12.7%	7.5%	50.2%	46.9%	42.4%	66.7%	-6.4%	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	15.82	p	EOD	-1.1%	-0.9%	-1.0%	2.5%	7.8%	9.4%	1.1%	22.2%	11.6%	9.5%	31.2%	-1.4%	May '26
Moderate-60% Stock	68.49		1.0%	-0.4%	1.3%	2.2%	9.5%	18.1%	16.4%	5.9%	48.0%	40.0%	33.0%	68.8%	-0.7%	May '26
Mod Agg-80% Stock	54.15	p	EOD	-1.7%	0.8%	2.3%	11.7%	21.4%	19.6%	6.7%	59.5%	51.3%	41.8%	86.2%	-2.0%	May '26
Aggressive-90% Stock	33.08	p	EOD	-2.2%	1.4%	3.6%	15.2%	26.1%	20.9%	9.3%	63.1%	55.6%	43.7%	91.9%	-2.6%	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	77400.30	0.8%	-2.4%	2.0%	13.8%	-10.7%	-27.5%	-6.3%	-11.6%	187.8%	89.8%	66.6%	304.0%	-38.0%	Oct '25
Ethereum	2125.20	0.7%	-5.9%	-8.2%	7.9%	-25.0%	-15.8%	-11.0%	-28.4%	17.2%	-23.7%	-43.5%	64.1%	-56.0%	Aug '25
BNB	648.10	1.4%	-3.5%	3.0%	3.6%	-25.2%	-0.3%	23.1%	-24.9%	109.8%	64.7%	26.5%	139.2%	-50.5%	Oct '25
Solana	86.02	2.2%	-5.6%	0.8%	1.6%	-35.6%	-48.9%	-34.2%	-30.9%	322.7%	92.3%	-49.5%	176.0%	-67.2%	Jan '25
Bitcoin ETF	43.99	1.1%	-2.5%	1.7%	14.5%	-10.2%	-27.8%	-6.4%	-11.4%	-	-	-	-	-38.3%	Oct '25
Grayscale Bitcoin (hi fee)	60.29	1.2%	-2.5%	1.5%	14.2%	-10.8%	-28.6%	-7.6%	-11.8%	363.8%	101.9%	94.8%	495.4%	-38.7%	Oct '25
Bloomberg Commodities	25.29	-1.7%	-1.8%	5.9%	17.8%	32.4%	41.7%	14.9%	29.5%	57.8%	79.8%	64.4%	42.6%	-2.4%	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	5.12	-1.3%	1.4%	4.8%	8.3%	8.1%	3.0%	1.1%	5.7%	29.6%	118.4%	153.8%	31.7%	-1.3%	May '26
10yr Treasury rate	4.57	-2.0%	2.0%	7.6%	11.9%	11.3%	2.0%	-9.0%	9.8%	23.8%	179.8%	180.8%	17.2%	-8.3%	Oct '23
5yr Treasury rate	4.22	-2.4%	2.3%	9.7%	15.8%	15.0%	3.9%	-15.0%	13.5%	12.7%	418.4%	209.5%	2.7%	-14.8%	Oct '23
13-week T-bill	3.56	-0.5%	-1.2%	-1.1%	-1.1%	-5.8%	-16.3%	-15.7%	0.3%	-30.0%	118466.7%	6611.3%	0.7%	-33.5%	Oct '23
Crude Oil	99.06	-8.1%	-1.9%	10.5%	49.2%	67.5%	58.3%	-19.9%	72.5%	38.4%	59.6%	30.2%	13.5%	-12.3%	Apr '26
Gold	4543.60	0.8%	-3.3%	-5.5%	-10.2%	12.0%	38.5%	64.5%	5.0%	129.6%	141.4%	152.5%	172.0%	-14.6%	Jan '26
USD/EUR	0.86	-0.2%	0.7%	1.3%	1.2%	-0.8%	-2.9%	-11.4%	1.0%	-	5.1%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	158.84	-0.13%	0.6%	0.0%	2.4%	1.2%	10.1%	-0.4%	1.5%	-	45.9%	37.9%	8.2%	-1.7%	Jul '24
S&P 500 Volatility Index	17.44	-3.4%	-2.4%	-7.6%	-8.6%	-34.0%	-3.6%	-13.8%	16.7%	3.7%	-15.6%	5.1%	-48.0%	-66.7%	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	50.53		0.1%	0.0%	0.1%	0.2%	1.6%	4.8%	6.1%	1.0%	19.6%	18.5%	18.4%	23.6%	-0.1%	May '26
Interm Muni- JPMorgan	49.91		0.12%	-0.6%	-0.9%	-1.5%	0.3%	4.6%	4.3%	0.0%	11.0%	5.4%	4.3%	15.8%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.82		0.7%	-0.7%	-1.5%	-1.8%	0.8%	6.7%	8.8%	-0.2%	14.3%	3.1%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.20		0.6%	-0.5%	-1.5%	-2.0%	-0.5%	4.7%	8.5%	-0.8%	12.9%	1.2%	1.3%	19.0%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	-0.2%	-0.2%	1.0%	2.6%	7.7%	8.2%	1.4%	31.8%	35.2%	30.0%	36.7%	-0.6%	May '26
Int’l Bond- JPMorgan	47.78		0.5%	-0.2%	-1.1%	-1.9%	0.7%	4.7%	8.2%	-0.2%	17.7%	14.2%	13.6%	27.6%	-2.0%	Feb '26
Long Bond- Vanguard	73.93		1.1%	-0.8%	-2.0%	-3.1%	-0.6%	6.8%	7.2%	-0.8%	13.4%	-8.7%	-12.3%	23.8%	-3.7%	Oct '25
Long CA Muni- PIMCO	9.30	p	EOD	-0.9%	-1.2%	-1.8%	-0.5%	3.8%	3.3%	-0.6%	9.9%	0.8%	-0.4%	14.4%	-2.2%	Feb '26
Long Muni- iShares	56.75		0.2%	-0.5%	-1.0%	-1.8%	0.1%	5.1%	3.4%	-0.3%	9.4%	2.5%	1.7%	13.5%	-2.1%	Feb '26

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S&P 500

BelowPeak May '26

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BelowPeak Feb '26

Russell 2000 (Small Cap)

BelowPeak May '26

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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