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S&P 500

-0.7%

BelowPeak Jun '26

Return

96.9%

[

21.8%

annualized]

Dec 30 2022 - Jun 03 2026

DJIA (Large Value)

-0.8%

BelowPeak Jun '26

Return

53.5%

[

13.3%

annualized]

Dec 30 2022 - Jun 03 2026

Russell 2000 (Small Cap)

-1.3%

BelowPeak May '26

Return

64.5%

[

15.6%

annualized]

Dec 30 2022 - Jun 03 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 03 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	7558.42	-0.7%	0.5%	4.5%	10.9%	10.3%	26.6%	16.4%	10.4%	76.5%	80.3%	57.6%	111.3%	-0.7%	Jun '26
DJIA (Large Value)	50879.43	-0.8%	0.5%	2.8%	4.9%	6.3%	19.7%	13.0%	5.9%	50.7%	47.1%	39.1%	74.2%	-0.8%	Jun '26
Russell 2000 (Small Cap)	2897.40	-1.2%	-0.8%	3.0%	11.1%	15.3%	37.8%	11.3%	16.7%	58.2%	27.1%	27.5%	71.7%	-1.3%	May '26
NASDAQ Comp (Tech/Growth)	26812.18	-1.0%	0.5%	6.8%	19.1%	14.3%	38.2%	20.4%	15.4%	102.5%	96.9%	69.3%	157.4%	-1.0%	Jun '26
Aggregate Bond	98.43	-0.3%	-0.4%	-0.5%	-1.5%	-0.3%	4.7%	7.2%	-0.1%	11.9%	0.5%	0.3%	17.2%	-2.0%	Feb '26
Corp Bond	108.50	-0.4%	-0.4%	-0.1%	-1.3%	-0.5%	5.6%	7.9%	0.0%	15.0%	0.0%	-1.3%	25.2%	-1.8%	Feb '26
High Yield Bond	79.65	-0.3%	-0.6%	-0.5%	0.4%	1.2%	5.9%	8.6%	0.8%	26.9%	19.9%	17.3%	37.3%	-0.8%	May '26
Preferred	31.24	-0.7%	-0.5%	-0.6%	0.8%	3.0%	8.9%	4.9%	2.5%	20.9%	7.4%	3.7%	27.3%	-1.5%	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	51.83	0.6%	1.3%	0.9%	0.2%	17.6%	20.5%	9.9%	14.8%	39.9%	30.5%	26.3%	62.1%	-2.9%	Feb '26
Consumer Discretionary/Cyclical	116.57	-0.9%	-4.1%	-1.7%	2.1%	-2.1%	9.1%	7.4%	-2.2%	52.1%	43.1%	14.9%	72.9%	-6.2%	Jan '26
Financial Services	50.81	-1.3%	-1.2%	-2.1%	-0.3%	-4.3%	1.0%	14.9%	-6.7%	62.6%	44.4%	38.4%	78.0%	-9.4%	Jan '26
Real Estate	95.04	0.6%	-1.9%	-1.1%	0.7%	7.5%	10.7%	3.3%	8.6%	30.9%	12.2%	-2.4%	43.3%	-2.2%	May '26
Communication Services	111.93	-1.4%	-3.7%	-4.1%	-4.8%	-2.2%	11.5%	23.1%	-4.6%	83.1%	50.8%	49.7%	144.1%	-6.5%	Jan '26
Energy	59.33	2.4%	4.1%	0.8%	5.7%	31.2%	46.6%	7.9%	33.6%	63.7%	157.5%	140.6%	66.6%	-5.2%	Mar '26
Industrials	174.95	0.4%	0.4%	1.2%	0.0%	14.2%	23.3%	19.3%	13.1%	81.2%	79.8%	78.0%	117.7%	-1.9%	Mar '26
Technology	195.76	-1.2%	6.1%	20.9%	42.5%	35.4%	66.5%	24.6%	36.1%	139.5%	196.1%	130.4%	244.7%	-1.2%	Jun '26
Consumer Staples/Defensive	82.55	0.9%	-2.4%	-1.9%	-5.4%	6.2%	2.5%	1.5%	6.9%	21.7%	32.1%	19.7%	34.0%	-7.8%	Feb '26
Healthcare	147.86	1.0%	-0.6%	1.9%	-5.3%	-3.9%	13.1%	14.5%	-4.1%	19.3%	31.7%	13.6%	28.5%	-7.3%	Feb '26
Utilities	44.22	0.7%	-2.0%	-5.0%	-5.4%	2.4%	10.4%	16.0%	4.3%	48.8%	57.1%	41.8%	60.0%	-6.7%	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	158.61	-0.9%	0.6%	4.6%	10.4%	12.9%	29.1%	22.4%	12.1%	77.8%	72.3%	60.0%	117.5%	-0.9%	Jun '26
MSCI Emerging Markets	69.71	-1.5%	1.9%	8.7%	19.3%	30.1%	55.3%	34.0%	27.4%	89.9%	41.3%	56.3%	120.1%	-1.5%	Jun '26
FTSE Europe	88.01	-1.1%	-1.5%	1.0%	3.3%	8.8%	18.2%	35.8%	5.8%	57.7%	50.0%	46.4%	114.6%	-2.3%	Feb '26
MSCI Japan	93.93	0.4%	1.8%	6.4%	8.2%	18.0%	32.6%	25.9%	16.3%	65.6%	54.2%	55.1%	111.2%	NewNew Peak	Feb '26
MSCI India	47.40	-1.3%	-2.4%	-3.5%	-5.6%	-11.3%	-12.2%	2.7%	-12.3%	13.1%	13.4%	2.7%	18.0%	-19.4%	Sep '24
MSCI China	55.99	-2.1%	1.0%	-3.0%	-1.6%	-8.4%	6.5%	31.0%	-6.8%	33.2%	-23.6%	-1.1%	51.4%	-15.4%	Oct '25
International Bond	48.01	-0.4%	-0.4%	0.1%	-1.2%	0.0%	1.5%	2.9%	0.3%	12.3%	1.6%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	34.11	-2.4%	-3.3%	-5.8%	-1.2%	10.9%	40.3%	52.7%	12.0%	55.1%	54.1%	94.0%	74.1%	-10.5%	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	693.76	-0.6%	0.6%	4.7%	11.2%	11.0%	28.1%	17.8%	11.0%	83.7%	93.5%	67.8%	122.4%	-0.6%	Jun '26
US Large Growth	126.50	-1.4%	0.6%	5.4%	12.9%	6.7%	26.6%	19.8%	7.0%	103.2%	125.0%	82.2%	162.9%	-1.8%	Jun '26
US Large Value	239.68	0.2%	0.7%	3.8%	8.2%	14.9%	28.4%	15.7%	14.4%	66.3%	63.3%	54.7%	87.7%	NewNew Peak	Jun '26

US MidCap Blend	79.76	-0.2%	1.8%	3.3%	6.1%	11.3%	22.5%	17.0%	10.3%	81.5%	82.9%	62.7%	110.3%	-0.2%	Jun '26
US MidCap Growth	302.02	-0.8%	3.1%	5.9%	10.1%	6.5%	11.4%	10.7%	8.4%	57.1%	41.1%	23.9%	82.9%	-0.8%	Jun '26
US MidCap Value	196.24	0.3%	0.7%	1.3%	3.1%	12.1%	23.3%	12.1%	11.2%	58.9%	51.0%	43.7%	73.8%	NewNew Peak	Jun '26

US Small Blend	293.18	-0.7%	0.2%	2.9%	7.4%	14.0%	28.7%	8.9%	14.1%	60.3%	41.6%	37.4%	78.3%	-0.7%	Jun '26
US Small Growth	375.66	-1.8%	-1.1%	3.6%	13.4%	14.7%	36.6%	12.9%	16.3%	63.8%	31.7%	30.4%	85.2%	-1.9%	May '26
US Small Value	212.56	-1.1%	-1.1%	2.1%	8.7%	16.7%	41.4%	12.4%	17.6%	63.2%	37.2%	37.3%	73.0%	-1.3%	May '26

Foreign Large Blend	104.22	-0.8%	-0.5%	2.1%	4.1%	11.1%	21.2%	31.6%	8.5%	58.1%	50.5%	48.9%	107.0%	-1.4%	Feb '26
Foreign Growth	122.98	-0.7%	0.2%	3.5%	5.4%	9.1%	14.4%	20.7%	8.0%	36.5%	24.5%	19.4%	80.8%	-0.7%	Jun '26
Foreign Value	78.03	-0.6%	-1.3%	0.9%	3.1%	13.1%	28.0%	42.2%	9.3%	82.0%	78.5%	83.0%	134.8%	-2.4%	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	22.91		-0.04%	-0.5%	-0.3%	2.6%	-0.1%	1.6%	3.6%	0.1%	22.8%	28.1%	25.5%	31.3%	-0.8%	May '26
Ultra Short- Janus AAA CLO	50.55		0.00%	-0.3%	0.1%	1.0%	2.1%	4.7%	5.2%	1.5%	21.0%	26.0%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		-0.07%	0.0%	-0.4%	2.3%	0.6%	4.3%	6.9%	-0.4%	24.0%	27.8%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.6%	1.8%	2.9%	7.4%	8.9%	2.3%	35.2%	58.3%	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	58.76		-0.6%	-0.1%	2.8%	9.9%	11.3%	27.1%	17.7%	10.4%	87.2%	109.4%	105.8%	127.3%	-0.6%	Jun '26
Int’l Min Volatility- Franklin	41.01		-0.06%	-1.0%	0.4%	1.7%	13.9%	30.1%	27.1%	11.8%	78.6%	110.6%	99.4%	114.1%	-1.5%	May '26
MidCap 30 - Hennessy (hi fee)	28.46	p	EOD	-1.1%	2.0%	12.7%	17.8%	28.1%	3.0%	17.3%	94.3%	115.9%	118.9%	125.0%	-1.8%	May '26
Small Value- Avantis	120.46		-0.6%	-0.5%	0.4%	7.5%	17.7%	37.0%	7.4%	18.4%	70.2%	67.1%	60.3%	83.9%	-0.7%	May '26
Mid Value- Pacer Cash Cows	65.06		-0.08%	1.4%	2.4%	1.4%	9.3%	22.5%	9.0%	8.5%	50.3%	66.4%	49.9%	62.1%	-0.7%	Jun '26
Growth- S&P Momentum	154.96		0.4%	3.6%	15.3%	30.3%	30.4%	45.9%	26.6%	30.2%	192.4%	200.4%	153.0%	210.9%	NewNew Peak	Jun '26
Invesco S&P Quality	86.27		0.2%	0.9%	6.8%	9.2%	16.0%	23.1%	13.2%	15.4%	83.2%	99.1%	71.7%	126.2%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.70		-0.5%	0.9%	5.5%	12.1%	11.8%	30.3%	20.0%	11.6%	101.3%	108.3%	88.7%	155.7%	-0.5%	Jun '26
US Min Volatility- Fidelity	69.99		-0.6%	-0.2%	1.2%	3.5%	4.5%	15.5%	11.8%	5.3%	49.8%	63.9%	43.2%	74.7%	-0.6%	May '26
Derivative Income- JPMorgan	55.47		0.3%	-1.4%	-2.4%	-4.3%	-0.1%	7.1%	8.1%	-0.4%	28.4%	41.6%	29.0%	47.2%	-5.4%	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	17.36	p	EOD	0.3%	2.0%	7.8%	10.6%	12.9%	6.5%	9.8%	33.9%	41.6%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.90	p	EOD	1.6%	1.7%	3.1%	7.8%	15.0%	16.4%	6.4%	52.5%	75.2%	74.7%	56.1%	NewNew Peak	Jun '26
Long Short- AQR	21.28	p	EOD	2.6%	3.6%	2.5%	5.0%	16.2%	34.4%	0.6%	108.7%	169.9%	159.6%	147.6%	NewNew Peak	Dec '25
Mkt Neutral- BlackRock	16.40	p	EOD	2.6%	4.9%	9.8%	15.6%	21.8%	18.3%	12.5%	80.7%	83.7%	90.2%	90.8%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.5%	1.7%	2.9%	7.0%	7.2%	2.4%	21.6%	45.4%	36.9%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.78		0.2%	0.4%	1.5%	5.8%	5.3%	14.4%	9.1%	5.4%	49.5%	63.8%	51.4%	67.4%	NewNew Peak	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)	359.11	-0.8%	-7.6%	-6.9%	18.4%	12.5%	116.8%	66.0%	14.8%	190.4%	208.5%	149.7%	271.1%	-10.8%	May '26
Meta (Communications)	613.59	2.7%	-3.4%	0.8%	-6.3%	-3.9%	-7.7%	13.1%	-7.0%	126.8%	89.7%	82.7%	385.0%	-22.1%	Aug '25
Amazon (Cyclical)	249.04	-2.9%	-8.4%	-7.2%	19.3%	7.2%	21.1%	5.2%	7.9%	100.4%	56.3%	46.1%	120.6%	-9.4%	May '26
Tesla (Cyclical)	423.52	-0.05%	-3.8%	8.4%	7.9%	-5.2%	23.0%	11.4%	-5.8%	97.9%	121.8%	5.9%	95.0%	-13.5%	Dec '25
Procter & Gamble (Defensive)	141.48	0.5%	-4.1%	-3.9%	-10.8%	-2.2%	-12.8%	-12.3%	0.2%	4.4%	18.3%	-2.6%	25.3%	-18.0%	Dec '24
PepsiCo (Defensive)	143.50	1.1%	-2.9%	-8.8%	-12.2%	-1.3%	13.2%	-1.8%	0.9%	-14.3%	12.7%	-5.1%	-5.0%	-19.0%	May '23
Coca-Cola (Defensive)	78.73	0.4%	-3.5%	0.2%	-0.1%	12.0%	13.8%	15.6%	13.4%	40.8%	64.2%	50.6%	58.5%	-3.9%	May '26
Exxon Mobil (Energy)	154.68	3.4%	4.6%	2.0%	2.6%	33.1%	53.8%	16.0%	30.3%	61.7%	203.9%	184.4%	78.0%	-9.2%	Mar '26
Chevron (Energy)	191.36	2.0%	4.9%	0.4%	1.4%	27.5%	41.6%	10.1%	26.8%	37.7%	116.4%	90.4%	40.1%	-9.4%	Mar '26
JPMorgan Chase (Financial)	300.17	-0.3%	0.3%	-3.9%	0.5%	-2.9%	14.9%	37.3%	-5.9%	128.8%	105.0%	108.2%	214.9%	-9.8%	Jan '26
Visa (Financial)	311.33	-1.9%	-5.0%	-4.9%	-2.8%	-5.2%	-14.2%	11.8%	-10.9%	39.2%	41.7%	45.5%	79.8%	-15.9%	Jun '25
Mastercard (Financial)	468.00	-2.0%	-5.5%	-5.5%	-10.6%	-15.2%	-19.1%	9.0%	-17.8%	27.4%	33.2%	29.6%	68.6%	-21.5%	Aug '25
Bank of America (Financial)	52.15	-0.6%	2.0%	-2.1%	4.9%	-2.5%	19.4%	28.0%	-4.7%	94.8%	35.6%	25.7%	91.1%	-8.4%	Jan '26
UnitedHealth (Health)	386.28	2.2%	0.6%	4.7%	34.6%	15.4%	31.9%	-33.1%	17.9%	-18.0%	3.2%	-17.1%	-17.5%	-36.0%	Nov '24
Johnson & Johnson (Health)	224.14	0.6%	-3.1%	-1.3%	-9.2%	9.7%	47.9%	47.5%	8.9%	55.0%	54.5%	47.7%	52.7%	-9.8%	Mar '26
Eli Lilly (Health)	1087.79	2.2%	0.4%	13.1%	8.1%	5.6%	45.9%	40.2%	1.6%	151.2%	462.6%	317.0%	245.3%	-3.5%	May '26
Union Pacific (Industrials)	265.27	0.2%	-4.6%	-0.4%	-0.2%	14.0%	21.7%	3.9%	15.3%	42.1%	31.3%	18.1%	49.8%	-4.6%	May '26
Honeywell (Industrials)	234.32	-0.4%	1.2%	10.9%	-3.4%	22.4%	12.0%	-6.4%	21.4%	33.4%	20.3%	32.3%	55.9%	-5.0%	Mar '26
Nvidia (IT)	215.74	-3.2%	1.5%	8.7%	19.8%	20.1%	52.8%	38.9%	15.7%	449.1%	1174.5%	617.7%	1778.5%	-8.5%	May '26
Broadcom (IT)	484.66	0.6%	14.9%	15.0%	54.8%	27.8%	90.2%	50.6%	40.3%	521.1%	1052.5%	690.4%	1089.6%	NewNew Peak	Jun '26
Adobe (IT)	256.99	-2.0%	7.9%	2.5%	-5.2%	-21.4%	-37.7%	-21.3%	-26.6%	-41.1%	-47.9%	-54.5%	-10.2%	-59.5%	Feb '24
Oracle (IT)	229.30	-6.2%	20.1%	33.4%	54.4%	11.1%	36.9%	18.1%	18.4%	124.3%	202.6%	177.1%	275.4%	-29.6%	Sep '25
salesforce.com (IT)	191.97	-4.4%	8.1%	4.4%	-1.8%	-19.3%	-26.9%	-20.2%	-27.4%	-8.6%	-15.6%	-23.7%	36.9%	-47.3%	Dec '24
Linde PLC (Materials)	510.36	2.9%	0.5%	0.5%	2.1%	25.2%	9.6%	3.2%	20.1%	46.7%	82.5%	59.7%	96.8%	-1.4%	May '26
Sherwin-Williams (Materials)	297.56	1.6%	-4.0%	-6.4%	-14.7%	-12.1%	-16.3%	-3.8%	-8.0%	26.5%	9.9%	-8.8%	52.4%	-24.7%	Nov '24
American Tower (Real Estate)	186.19	0.4%	0.7%	2.5%	-1.2%	7.8%	-9.5%	-0.9%	7.1%	8.1%	-17.7%	-25.4%	14.1%	-18.5%	Sep '24
Prologis Inc. (Real Estate)	141.96	1.1%	-3.1%	0.4%	1.5%	11.6%	34.7%	25.1%	12.1%	25.0%	34.2%	-2.1%	57.7%	-3.4%	May '26
NextEra Energy (Utilities)	85.37	-0.4%	-2.6%	-11.9%	-7.8%	1.2%	22.9%	15.5%	7.1%	25.4%	33.6%	4.5%	29.6%	-12.8%	Apr '26
Duke Energy (Utilities)	122.71	1.3%	-2.1%	-3.8%	-5.8%	5.2%	8.8%	12.7%	6.5%	53.6%	46.4%	41.1%	65.2%	-7.3%	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	16.14	p	EOD	0.5%	1.4%	1.7%	3.2%	9.5%	9.4%	3.1%	24.1%	13.3%	11.7%	33.8%	NewNew Peak	Jun '26
Moderate-60% Stock	69.46		-0.6%	0.2%	2.5%	5.5%	7.9%	19.2%	16.4%	7.4%	48.9%	40.8%	34.9%	71.2%	-0.6%	Jun '26
Mod Agg-80% Stock	56.24	p	EOD	1.2%	4.3%	8.4%	11.6%	25.4%	19.6%	10.9%	63.9%	55.3%	47.2%	93.4%	NewNew Peak	Jun '26
Aggressive-90% Stock	34.55	p	EOD	1.2%	5.0%	11.3%	15.4%	31.1%	20.9%	14.1%	68.9%	60.6%	50.1%	100.4%	NewNew Peak	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	65544.73	-1.7%	-11.8%	-16.2%	-4.0%	-29.9%	-37.8%	-6.3%	-25.1%	140.5%	67.2%	41.1%	242.1%	-47.5%	Oct '25
Ethereum	1817.44	-2.2%	-10.1%	-20.8%	-8.3%	-43.1%	-29.9%	-11.0%	-38.7%	-4.7%	-36.3%	-51.7%	40.4%	-62.4%	Aug '25
BNB	621.30	-4.5%	-4.1%	1.0%	-2.0%	-32.6%	-6.1%	23.1%	-28.0%	102.1%	45.2%	21.3%	129.3%	-52.6%	Oct '25
Solana	72.35	-2.4%	-12.2%	-13.6%	-16.9%	-50.1%	-53.4%	-34.2%	-41.9%	240.3%	83.3%	-57.5%	132.1%	-72.4%	Jan '25
Bitcoin ETF	37.15	-2.4%	-12.5%	-16.5%	-4.0%	-29.6%	-38.5%	-6.4%	-25.2%	-	-	-	-	-47.9%	Oct '25
Grayscale Bitcoin (hi fee)	50.87	-2.5%	-12.5%	-16.6%	-4.4%	-30.1%	-39.3%	-7.6%	-25.6%	291.6%	74.6%	64.3%	402.3%	-48.3%	Oct '25
Bloomberg Commodities	24.82	0.2%	2.0%	-1.6%	11.5%	25.8%	38.9%	14.9%	27.1%	56.2%	71.9%	61.3%	39.9%	-4.2%	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	5.00	0.7%	-0.2%	0.7%	6.4%	5.9%	0.4%	1.1%	3.4%	28.9%	118.0%	148.2%	28.8%	-3.4%	May '26
10yr Treasury rate	4.50	1.0%	0.4%	2.8%	10.9%	10.9%	0.9%	-9.0%	8.1%	21.9%	176.9%	176.4%	15.3%	-9.8%	Oct '23
5yr Treasury rate	4.22	1.1%	1.1%	5.1%	16.4%	16.6%	4.9%	-15.0%	13.5%	10.0%	400.0%	209.5%	2.7%	-14.8%	Oct '23
13-week T-bill	3.62	0.1%	1.1%	1.3%	0.8%	-0.3%	-14.5%	-15.7%	2.1%	-30.5%	24053.3%	6735.8%	2.5%	-32.3%	Oct '23
Crude Oil	96.13	2.5%	8.4%	-5.7%	28.9%	63.1%	51.6%	-19.9%	67.4%	34.0%	39.7%	26.4%	10.2%	-14.9%	Apr '26
Gold	4465.10	-0.5%	0.4%	-3.6%	-12.6%	6.3%	33.3%	64.5%	3.2%	128.7%	138.6%	148.1%	167.3%	-16.0%	Jan '26
USD/EUR	0.86	0.2%	0.1%	1.0%	0.8%	0.2%	-1.9%	-11.4%	1.2%	-	4.6%	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	160.01	0.02%	0.3%	1.9%	1.8%	2.7%	11.2%	-0.4%	2.3%	-	45.1%	39.0%	9.0%	-1.0%	Jul '24
S&P 500 Volatility Index	16.30	3.4%	0.1%	-4.1%	-30.8%	1.4%	-7.9%	-13.8%	9.0%	11.6%	-9.6%	-1.8%	-51.4%	-68.9%	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	50.63		-0.09%	0.0%	0.2%	0.3%	1.5%	4.7%	6.1%	1.1%	19.5%	18.8%	18.6%	23.8%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.31		-0.2%	0.0%	0.1%	-0.3%	1.1%	5.7%	4.3%	0.8%	11.7%	5.9%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	44.92		-0.3%	-0.4%	-0.6%	-1.5%	0.2%	6.7%	8.8%	0.0%	14.1%	3.2%	3.6%	20.4%	-2.1%	Feb '26
Interm Bond- Vanguard	76.28		-0.3%	-0.4%	-0.7%	-1.9%	-0.9%	4.3%	8.5%	-0.7%	12.8%	1.3%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.1%	0.7%	2.7%	2.9%	8.4%	8.2%	2.4%	32.9%	35.7%	31.4%	38.1%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	48.03		-0.3%	-0.3%	0.2%	-0.5%	0.3%	4.7%	8.2%	0.4%	17.9%	14.5%	14.2%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	74.72		-0.6%	-0.4%	0.3%	-1.5%	-0.7%	6.9%	7.2%	0.3%	12.8%	-8.2%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.5%	0.3%	0.0%	1.2%	6.1%	3.3%	0.9%	10.7%	2.0%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.22		-0.2%	0.1%	0.1%	-0.5%	0.9%	6.3%	3.4%	0.6%	9.8%	3.0%	2.5%	14.4%	-1.3%	Feb '26

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S&P 500

BelowPeak Jun '26

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BelowPeak Jun '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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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