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S&P 500

NewNew Peak

Return

92.7%

[

21.6%

annualized]

Dec 30 2022 - May 08 2026

DJIA (Large Value)

-1.2%

BelowPeak Feb '26

Return

49.7%

[

12.8%

annualized]

Dec 30 2022 - May 08 2026

Russell 2000 (Small Cap)

-0.9%

BelowPeak May '26

Return

62.5%

[

15.5%

annualized]

Dec 30 2022 - May 08 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 08 11:50 PM EDT, next update on next market open

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	7398.93	0.8%	2.3%	8.4%	6.2%	10.0%	30.7%	16.4%	8.1%	79.6%	74.8%	54.3%	106.8%	NewNew Peak	May '26
DJIA (Large Value)	49609.16	0.02%	0.2%	3.0%	-1.1%	5.6%	20.3%	13.0%	3.2%	47.8%	42.6%	35.6%	69.8%	-1.2%	Feb '26
Russell 2000 (Small Cap)	2861.21	0.8%	1.7%	8.5%	6.4%	17.6%	41.4%	11.3%	15.3%	63.5%	26.0%	25.9%	69.5%	-0.9%	May '26
NASDAQ Comp (Tech/Growth)	26247.08	1.7%	4.5%	15.0%	12.9%	14.1%	46.4%	20.4%	12.9%	115.5%	90.9%	65.8%	152.0%	NewNew Peak	May '26
Aggregate Bond	99.18	0.2%	0.3%	-0.3%	-0.3%	0.6%	5.2%	7.2%	0.3%	11.6%	0.7%	0.8%	17.7%	-1.5%	Feb '26
Corp Bond	109.20	0.4%	0.6%	-0.3%	-0.5%	0.5%	6.7%	7.9%	0.2%	15.3%	0.0%	-1.0%	25.5%	-1.5%	Feb '26
High Yield Bond	80.14	0.4%	0.1%	-0.2%	0.0%	2.2%	7.6%	8.6%	0.9%	28.0%	20.1%	17.4%	37.5%	-0.6%	Apr '26
Preferred	31.72	0.6%	1.0%	2.9%	1.2%	4.3%	10.7%	4.9%	3.6%	27.8%	9.1%	4.9%	28.7%	NewNew Peak	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	51.59	0.4%	0.5%	-0.2%	-0.7%	21.4%	24.4%	9.9%	14.3%	39.1%	29.7%	25.7%	61.3%	-3.4%	Feb '26
Consumer Discretionary/Cyclical	120.20	0.3%	1.3%	6.6%	2.5%	2.3%	19.7%	7.4%	0.9%	66.8%	40.9%	18.5%	78.2%	-3.3%	Jan '26
Financial Services	51.24	-0.6%	-1.3%	-0.2%	-4.5%	-2.1%	4.3%	14.9%	-6.0%	66.7%	47.9%	39.5%	79.5%	-8.7%	Jan '26
Real Estate	96.62	0.2%	0.6%	4.1%	5.4%	9.2%	12.7%	3.3%	10.4%	32.7%	18.7%	-0.7%	45.6%	-0.5%	May '26
Communication Services	116.94	-0.4%	0.2%	2.3%	0.4%	5.0%	21.8%	23.1%	-0.3%	106.4%	57.1%	56.4%	155.0%	-2.3%	Jan '26
Energy	55.70	-0.4%	-5.4%	-2.8%	4.5%	26.3%	39.5%	7.9%	25.4%	53.0%	149.6%	125.8%	56.4%	-11.0%	Mar '26
Industrials	173.20	-0.5%	0.1%	0.6%	0.0%	13.7%	29.0%	19.3%	12.0%	82.2%	77.4%	76.3%	115.5%	-2.9%	Mar '26
Technology	175.52	3.4%	8.4%	23.5%	22.6%	22.2%	62.2%	24.6%	22.1%	138.9%	162.3%	106.6%	209.0%	NewNew Peak	May '26
Consumer Staples/Defensive	84.18	0.2%	0.0%	0.9%	-3.2%	11.2%	6.9%	1.5%	9.0%	19.1%	35.9%	22.1%	36.6%	-6.0%	Feb '26
Healthcare	143.49	-0.8%	-1.2%	-3.9%	-7.8%	-1.0%	10.1%	14.5%	-6.9%	13.9%	25.3%	10.3%	24.7%	-10.1%	Feb '26
Utilities	44.72	-0.9%	-3.9%	-5.2%	3.6%	1.2%	14.6%	16.0%	5.5%	42.6%	57.5%	43.5%	61.8%	-5.7%	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	155.38	0.9%	2.5%	7.1%	5.4%	12.3%	32.6%	22.4%	9.8%	78.2%	68.7%	56.8%	113.1%	NewNew Peak	May '26
MSCI Emerging Markets	67.94	2.0%	5.9%	12.7%	12.3%	26.3%	54.9%	34.0%	24.2%	86.9%	39.7%	52.3%	114.5%	NewNew Peak	May '26
FTSE Europe	88.12	1.0%	1.1%	1.6%	-1.0%	11.7%	22.7%	35.8%	5.9%	54.3%	52.1%	46.6%	114.8%	-2.2%	Feb '26
MSCI Japan	92.22	1.4%	4.4%	4.5%	1.0%	14.9%	34.0%	25.9%	14.2%	67.9%	50.8%	52.2%	107.3%	-1.9%	Feb '26
MSCI India	49.84	0.04%	1.5%	1.6%	-6.7%	-7.3%	-4.9%	2.7%	-7.8%	21.3%	25.5%	8.0%	24.1%	-15.2%	Sep '24
MSCI China	58.32	-0.02%	1.0%	1.9%	-5.9%	-7.2%	11.9%	31.0%	-2.9%	33.7%	-19.2%	3.0%	57.7%	-11.9%	Oct '25
International Bond	48.14	0.12%	0.4%	0.0%	-0.5%	-0.2%	2.0%	2.9%	0.3%	12.6%	1.6%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	36.43	0.8%	0.6%	-2.4%	-0.8%	23.4%	50.1%	52.7%	19.6%	69.8%	74.0%	107.2%	85.9%	-4.4%	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	678.04	0.8%	2.3%	8.5%	6.6%	10.6%	32.3%	17.8%	8.5%	87.0%	87.6%	64.0%	117.4%	NewNew Peak	May '26
US Large Growth	123.54	0.7%	2.9%	11.0%	7.3%	5.3%	33.5%	19.8%	4.5%	113.0%	116.6%	77.9%	156.7%	NewNew Peak	May '26
US Large Value	233.90	0.8%	1.3%	4.8%	4.5%	15.4%	28.6%	15.7%	11.6%	63.6%	59.3%	50.9%	83.2%	-0.2%	May '26

US MidCap Blend	77.15	-0.3%	-0.1%	3.5%	2.6%	8.8%	23.3%	17.0%	6.7%	78.9%	77.5%	57.3%	103.5%	-1.3%	May '26
US MidCap Growth	288.69	-0.8%	1.2%	7.1%	4.9%	1.5%	13.4%	10.7%	3.6%	56.4%	35.3%	18.4%	74.8%	-2.8%	Oct '25
US MidCap Value	191.73	0.11%	-1.1%	0.8%	0.8%	11.7%	22.9%	12.1%	8.7%	55.1%	47.9%	40.4%	69.8%	-1.5%	Apr '26

US Small Blend	288.17	0.6%	1.2%	5.6%	3.9%	14.5%	30.8%	8.9%	12.1%	63.2%	38.8%	35.1%	75.3%	-0.9%	May '26
US Small Growth	368.99	0.7%	1.8%	10.9%	7.7%	15.2%	41.7%	12.9%	14.3%	68.2%	27.7%	28.1%	81.9%	-1.4%	May '26
US Small Value	211.63	0.7%	1.6%	6.0%	5.6%	21.4%	44.3%	12.4%	17.1%	70.7%	39.4%	36.7%	72.2%	-0.5%	May '26

Foreign Large Blend	103.96	1.0%	1.8%	2.0%	0.0%	12.3%	25.3%	31.6%	8.3%	55.7%	51.2%	48.5%	106.5%	-1.6%	Feb '26
Foreign Growth	122.56	1.3%	3.1%	3.8%	0.8%	8.9%	18.6%	20.7%	7.6%	35.4%	25.0%	18.9%	80.2%	-0.7%	Feb '26
Foreign Value	78.03	0.9%	0.9%	0.6%	-0.8%	15.5%	32.1%	42.2%	9.3%	78.2%	79.7%	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	23.05	0.1%	0.3%	0.2%	0.8%	0.0%	2.8%	3.6%	0.1%	22.8%	28.5%	25.4%	31.2%	-0.7%	Jan '26
Ultra Short- Janus AAA CLO	50.60	0.06%	0.2%	0.6%	1.0%	2.5%	5.4%	5.2%	1.6%	21.6%	26.1%	25.3%	27.5%	NewNew Peak	May '26
Bank Loan- Invesco	20.65	-0.05%	0.3%	1.0%	1.4%	1.8%	5.9%	6.9%	0.4%	25.5%	29.6%	27.4%	33.8%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.39	0%	0.2%	0.8%	1.5%	3.3%	7.9%	8.9%	1.9%	35.9%	59.3%	50.1%	43.3%	NewNew Peak	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	57.91	0.5%	1.3%	6.8%	5.2%	11.6%	32.3%	17.7%	8.8%	92.7%	107.4%	102.9%	124.0%	-0.4%	May '26
Int’l Min Volatility- Franklin	40.56	0.3%	-0.7%	-1.6%	1.5%	15.7%	31.8%	27.1%	10.6%	74.5%	109.9%	97.2%	111.7%	-2.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.96	1.1%	0.2%	9.3%	5.6%	17.4%	31.0%	3.0%	15.2%	100.8%	111.7%	115.1%	121.1%	-0.7%	May '26
Small Value- Avantis	119.84	0.6%	-0.1%	3.8%	4.3%	23.4%	40.7%	7.4%	17.8%	77.9%	67.5%	59.4%	83.0%	-0.5%	May '26
Mid Value- Pacer Cash Cows	63.32	0.09%	-0.3%	1.9%	-0.5%	10.9%	23.2%	9.0%	5.6%	47.1%	59.6%	45.9%	57.8%	-2.2%	Feb '26
Growth- S&P Momentum	143.81	3.2%	7.0%	17.1%	18.7%	22.0%	47.3%	26.6%	20.9%	167.4%	173.6%	134.8%	188.5%	NewNew Peak	May '26
Invesco S&P Quality	82.44	0.6%	2.0%	4.1%	3.7%	13.0%	24.1%	13.2%	10.3%	80.9%	90.6%	64.0%	116.2%	-0.3%	May '26
Rotation Factor- BlackRock	65.77	0.9%	2.5%	7.4%	6.5%	10.5%	33.8%	20.0%	8.4%	108.3%	102.3%	83.3%	148.4%	NewNew Peak	May '26
US Min Volatility- Fidelity	69.02	-0.2%	-0.2%	3.2%	1.3%	6.1%	17.5%	11.8%	3.8%	48.7%	58.6%	41.2%	72.3%	-0.4%	May '26
Derivative Income- JPMorgan	55.96	-0.6%	-1.5%	-3.2%	-4.0%	2.5%	8.4%	8.1%	-0.3%	28.9%	42.0%	29.1%	47.3%	-5.3%	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	17.17	0%	0.9%	3.3%	7.0%	9.4%	13.6%	6.5%	8.6%	33.4%	40.5%	40.6%	40.1%	-0.2%	May '26
Multistrategy- AQR	14.70	0.2%	0.3%	0.7%	2.3%	6.1%	15.9%	16.4%	4.9%	50.3%	72.3%	72.4%	54.0%	NewNew Peak	May '26
Long Short- AQR	20.77	-0.3%	1.1%	0.1%	-1.0%	4.7%	18.8%	34.4%	-1.8%	104.5%	159.3%	153.4%	141.7%	-2.4%	Dec '25
Mkt Neutral- BlackRock	15.74	0.6%	0.7%	2.7%	6.8%	13.4%	18.4%	18.3%	8.0%	74.3%	74.0%	82.5%	83.1%	NewNew Peak	May '26
Multi Strategy- Variant	26.05	0.08%	0.2%	0.5%	1.9%	3.1%	6.8%	7.2%	2.0%	22.1%	46.9%	36.5%	27.9%	NewNew Peak	May '26
Long Short- First Trust	74.26	1.0%	0.8%	2.6%	3.8%	5.1%	17.6%	9.1%	4.7%	51.2%	63.0%	50.4%	66.3%	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)	400.80	0.7%	3.9%	25.8%	23.7%	43.9%	163.3%	66.0%	28.1%	276.4%	243.6%	178.7%	314.2%	NewNew Peak	May '26
Meta (Communications)	609.63	-1.2%	0.1%	-3.0%	-9.9%	-1.8%	3.2%	13.1%	-7.6%	163.3%	92.6%	81.5%	381.9%	-22.7%	Aug '25
Amazon (Cyclical)	272.68	0.6%	1.6%	16.7%	30.6%	11.6%	41.2%	5.2%	18.1%	155.7%	65.7%	60.0%	141.5%	-0.8%	May '26
Tesla (Cyclical)	428.35	4.0%	9.6%	23.9%	2.6%	-0.3%	43.6%	11.4%	-4.8%	153.2%	91.1%	7.1%	97.2%	-12.6%	Dec '25
Procter & Gamble (Defensive)	146.42	0.2%	-0.6%	0.6%	-6.2%	1.1%	-4.5%	-12.3%	3.7%	3.0%	23.0%	0.8%	29.7%	-15.1%	Dec '24
PepsiCo (Defensive)	154.62	-1.1%	-1.8%	-1.8%	-6.3%	10.2%	23.3%	-1.8%	8.7%	-11.9%	24.1%	2.2%	2.3%	-12.8%	May '23
Coca-Cola (Defensive)	78.42	-0.01%	-0.2%	0.3%	1.3%	12.7%	14.4%	15.6%	12.9%	35.3%	67.0%	50.0%	57.8%	-3.2%	Feb '26
Exxon Mobil (Energy)	144.57	-1.4%	-5.4%	-6.8%	-3.8%	25.2%	39.4%	16.0%	20.9%	46.7%	180.5%	164.0%	65.2%	-15.7%	Mar '26
Chevron (Energy)	181.62	-0.5%	-4.7%	-4.6%	0.4%	19.6%	37.0%	10.1%	20.3%	29.6%	103.3%	80.7%	33.0%	-14.0%	Mar '26
JPMorgan Chase (Financial)	302.10	-1.4%	-3.3%	-2.7%	-5.7%	-2.9%	21.7%	37.3%	-5.3%	137.1%	112.6%	109.5%	217.0%	-9.3%	Jan '26
Visa (Financial)	318.79	-0.8%	-2.8%	3.4%	-1.9%	-4.7%	-8.9%	11.8%	-8.9%	39.8%	42.5%	48.7%	83.7%	-14.1%	Jun '25
Mastercard (Financial)	495.48	-1.1%	0.0%	-1.6%	-7.3%	-9.9%	-12.4%	9.0%	-12.9%	31.7%	35.9%	37.2%	78.5%	-16.9%	Aug '25
Bank of America (Financial)	51.31	-2.7%	-3.6%	-2.7%	-8.5%	-2.5%	25.5%	28.0%	-6.2%	100.5%	37.4%	23.7%	88.0%	-9.9%	Jan '26
UnitedHealth (Health)	379.98	2.8%	3.0%	23.8%	38.9%	18.9%	2.6%	-33.1%	16.0%	-17.8%	-0.9%	-18.4%	-18.8%	-37.0%	Nov '24
Johnson & Johnson (Health)	221.32	-0.5%	-2.6%	-8.3%	-6.8%	20.0%	47.5%	47.5%	7.5%	50.3%	51.3%	45.8%	50.8%	-11.0%	Mar '26
Eli Lilly (Health)	948.45	-2.7%	-1.5%	-0.7%	-9.1%	2.9%	30.1%	40.2%	-11.6%	126.4%	410.2%	262.9%	200.6%	-14.4%	Nov '25
Union Pacific (Industrials)	264.65	-0.09%	-0.6%	5.4%	4.6%	20.8%	25.2%	3.9%	15.0%	41.3%	29.1%	17.8%	49.5%	-2.4%	Apr '26
Honeywell (Industrials)	213.12	-1.4%	0.3%	-9.7%	-10.7%	11.0%	8.4%	-6.4%	9.8%	22.3%	9.5%	19.6%	41.0%	-14.1%	Mar '26
Nvidia (IT)	215.20	1.7%	8.4%	17.0%	13.2%	14.4%	84.5%	38.9%	15.4%	653.9%	1356.5%	615.9%	1773.8%	-0.7%	Apr '26
Broadcom (IT)	430.00	4.2%	2.1%	21.2%	25.3%	23.6%	108.2%	50.6%	24.5%	623.4%	950.1%	601.3%	955.4%	NewNew Peak	May '26
Adobe (IT)	253.04	-1.4%	0.9%	10.0%	-5.2%	-22.6%	-34.0%	-21.3%	-27.7%	-26.2%	-48.2%	-55.2%	-11.6%	-60.1%	Feb '24
Oracle (IT)	195.95	0.7%	14.0%	42.1%	25.6%	-17.6%	31.6%	18.1%	1.2%	111.1%	160.8%	136.8%	220.8%	-39.8%	Sep '25
salesforce.com (IT)	181.82	-2.4%	-1.1%	6.4%	-6.1%	-23.9%	-33.5%	-20.2%	-31.2%	-8.3%	-14.8%	-27.8%	29.7%	-50.1%	Dec '24
Linde PLC (Materials)	493.16	-0.1%	-2.9%	-2.0%	8.4%	18.1%	10.4%	3.2%	16.0%	40.6%	76.6%	54.3%	90.1%	-3.4%	Apr '26
Sherwin-Williams (Materials)	316.82	-1.1%	-0.4%	-5.6%	-11.9%	-6.4%	-9.2%	-3.8%	-2.0%	41.9%	15.3%	-2.9%	62.3%	-19.9%	Nov '24
American Tower (Real Estate)	176.53	-1.8%	-2.8%	-0.9%	2.6%	1.2%	-16.8%	-0.9%	1.6%	1.2%	-17.0%	-29.3%	8.1%	-22.8%	Sep '24
Prologis Inc. (Real Estate)	144.09	1.3%	1.9%	4.4%	5.8%	16.5%	39.5%	25.1%	13.8%	25.9%	43.1%	-0.7%	60.1%	-0.7%	Apr '26
NextEra Energy (Utilities)	93.10	-0.2%	-4.0%	-1.5%	4.8%	12.4%	36.4%	15.5%	16.8%	34.5%	42.2%	14.0%	41.3%	-4.9%	Apr '26
Duke Energy (Utilities)	124.17	-0.6%	-3.4%	-6.6%	2.9%	2.1%	6.8%	12.7%	6.8%	42.4%	49.5%	41.6%	65.7%	-7.0%	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	16.04	0.3%	0.8%	1.5%	1.0%	3.2%	10.0%	9.4%	2.5%	23.4%	12.5%	11.0%	33.0%	NewNew Peak	May '26
Moderate-60% Stock	68.84	0.7%	1.6%	4.2%	3.2%	8.2%	21.7%	16.4%	6.4%	49.0%	39.4%	33.7%	69.7%	NewNew Peak	May '26
Mod Agg-80% Stock	55.02	0.6%	2.1%	5.5%	4.2%	10.8%	27.4%	19.6%	8.5%	63.0%	52.1%	44.0%	89.2%	NewNew Peak	May '26
Aggressive-90% Stock	33.74	0.7%	2.5%	7.0%	6.1%	14.1%	33.3%	20.9%	11.5%	67.3%	56.5%	46.6%	95.7%	-0.1%	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	80350.67	0.2%	2.8%	12.0%	14.6%	-22.3%	-22.0%	-6.3%	-8.2%	190.5%	40.1%	73.0%	319.4%	-35.6%	Oct '25
Ethereum	2314.29	0.4%	0.8%	5.7%	10.0%	-32.6%	-1.3%	-11.0%	-22.0%	25.2%	-33.6%	-38.5%	78.7%	-52.1%	Aug '25
BNB	653.74	0.8%	6.2%	8.4%	2.8%	-34.0%	-2.0%	23.1%	-24.3%	109.2%	4.7%	27.6%	141.3%	-50.1%	Oct '25
Solana	93.60	1.9%	11.8%	12.4%	8.0%	-42.1%	-45.8%	-34.2%	-24.8%	352.5%	116.9%	-45.0%	200.3%	-64.3%	Jan '25
Bitcoin ETF	45.45	0.11%	2.2%	11.1%	13.3%	-22.8%	-22.5%	-6.4%	-8.5%	-	-	-	-	-36.2%	Oct '25
Grayscale Bitcoin (hi fee)	62.31	0.05%	2.2%	11.0%	12.9%	-23.4%	-23.5%	-7.6%	-8.9%	340.5%	47.1%	101.3%	515.3%	-36.7%	Oct '25
Bloomberg Commodities	24.88	0.2%	-1.3%	4.5%	17.3%	30.6%	39.2%	14.9%	27.4%	51.6%	71.2%	61.7%	40.3%	-2.5%	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	4.95	-0.4%	-0.4%	1.0%	2.0%	5.3%	2.4%	1.1%	2.2%	28.6%	117.3%	145.4%	27.4%	-3.1%	Oct '23
10yr Treasury rate	4.36	-0.6%	-0.3%	1.7%	4.0%	6.6%	-0.3%	-9.0%	4.8%	23.9%	176.7%	168.1%	11.8%	-12.5%	Oct '23
5yr Treasury rate	4.01	-0.8%	-0.2%	2.5%	7.3%	9.0%	0.7%	-15.0%	7.8%	14.8%	420.5%	194.0%	-2.4%	-19.1%	Oct '23
13-week T-bill	3.60	-0.08%	0.6%	0.2%	0.1%	-4.3%	-14.7%	-15.7%	1.4%	-29.8%	44837.5%	6683.0%	1.8%	-32.8%	Oct '23
Crude Oil	94.68	-0.1%	-7.1%	-3.3%	47.1%	58.5%	55.2%	-19.9%	64.9%	28.4%	45.9%	24.4%	8.5%	-16.2%	Apr '26
Gold	4723.70	0.5%	2.0%	-1.4%	-6.5%	18.1%	41.6%	64.5%	9.2%	132.0%	158.0%	162.5%	182.8%	-11.2%	Jan '26
USD/EUR	0.85	-0.5%	-0.6%	-0.8%	0.3%	-2.0%	-	-11.4%	-0.4%	-7.0%	-	-3.5%	-17.7%	-13.1%	Jan '25
USD/JPY	156.62	-0.1%	-0.3%	-1.6%	-0.4%	2.4%	-	-0.4%	0.1%	15.8%	-	36.0%	6.7%	-3.1%	Jul '24
S&P 500 Volatility Index	17.19	0.6%	1.2%	-11.8%	-1.0%	-9.9%	-21.5%	-13.8%	15.0%	-2.9%	3.0%	3.6%	-48.8%	-67.2%	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	-0.3%	-0.3%	0.1%	0.2%	1.4%	4.7%	6.1%	0.7%	19.0%	18.3%	18.0%	23.3%	-0.4%	May '26
Interm Muni- JPMorgan	50.39	0%	0.2%	0.0%	-0.4%	1.0%	5.2%	4.3%	0.7%	10.3%	6.1%	5.0%	16.6%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.39	0.3%	0.4%	0.2%	0.2%	1.8%	7.4%	8.8%	1.1%	14.4%	4.0%	4.7%	21.7%	-1.1%	Feb '26
Interm Bond- Vanguard	77.01	0.3%	0.2%	-0.4%	-0.5%	0.4%	5.3%	8.5%	-0.1%	12.4%	1.7%	2.0%	19.8%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.98	0.2%	0.2%	1.0%	1.3%	3.2%	9.5%	8.2%	1.9%	32.2%	36.2%	30.7%	37.4%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.12	0.2%	0.3%	-0.1%	-1.2%	0.5%	5.0%	8.2%	0.0%	17.4%	14.1%	13.7%	27.8%	-1.9%	Feb '26
Long Bond- Vanguard	75.12	0.6%	0.8%	-0.2%	-0.5%	0.1%	8.0%	7.2%	0.4%	12.9%	-8.5%	-11.3%	25.3%	-2.6%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.1%	0.3%	-0.1%	0.6%	4.7%	3.3%	0.7%	10.0%	2.1%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.27	0.07%	0.2%	-0.1%	-0.7%	0.9%	5.6%	3.4%	0.4%	8.8%	3.0%	2.4%	14.3%	-1.5%	Feb '26

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