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S&P 500

Return

92.0%

[

20.5%

annualized]

Dec 30 2022 - Jun 26 2026

DJIA (Large Value)

Return

56.7%

[

13.7%

annualized]

Dec 30 2022 - Jun 26 2026

Russell 2000 (Small Cap)

Return

70.5%

[

16.5%

annualized]

Dec 30 2022 - Jun 26 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 26 12:40 PM EDT, next update at 12:50 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	7371.54	0.2%	-1.7%	-2.0%	13.8%	6.4%	20.0%	16.4%	7.7%	70.3%	72.2%	53.7%	106.1%	-3.1%	Jun '26
DJIA (Large Value)	51955.75	0.07%	0.8%	3.0%	13.0%	6.7%	19.8%	13.0%	8.1%	54.1%	50.9%	42.0%	77.9%	-0.1%	Jun '26
Russell 2000 (Small Cap)	3002.50	-0.2%	0.8%	2.8%	20.4%	18.5%	38.2%	11.3%	21.0%	64.7%	28.6%	32.1%	77.9%	-0.2%	Jun '26
NASDAQ Comp (Tech/Growth)	25408.08	0.2%	-4.2%	-4.7%	18.7%	7.7%	26.0%	20.4%	9.3%	90.5%	76.9%	60.5%	143.9%	-6.2%	Jun '26
Aggregate Bond	99.37	0.12%	0.5%	0.7%	1.5%	0.6%	4.0%	7.2%	0.8%	12.6%	0.9%	1.3%	18.3%	-1.0%	Feb '26
Corp Bond	109.54	0.03%	0.4%	0.7%	2.4%	0.5%	4.5%	7.9%	0.9%	15.6%	-0.8%	-0.3%	26.4%	-0.8%	Feb '26
High Yield Bond	79.89	0.01%	-0.2%	-0.4%	2.2%	1.1%	4.9%	8.6%	1.1%	27.9%	19.1%	17.7%	37.8%	-0.5%	May '26
Preferred	30.43	-0.02%	-2.5%	-2.9%	1.1%	-0.5%	4.4%	4.9%	-0.1%	19.0%	3.6%	1.1%	24.1%	-4.1%	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	51.58	-0.5%	-0.4%	1.2%	5.1%	12.4%	19.2%	9.9%	14.2%	35.2%	38.1%	25.7%	61.3%	-3.4%	Feb '26
Consumer Discretionary/Cyclical	115.30	1.7%	-1.6%	-3.5%	5.9%	-5.3%	7.9%	7.4%	-3.2%	44.4%	34.8%	13.7%	71.0%	-7.2%	Jan '26
Financial Services	53.70	0.5%	0.2%	3.6%	9.5%	-3.0%	4.9%	14.9%	-1.4%	71.7%	58.0%	46.2%	88.1%	-4.3%	Jan '26
Real Estate	98.17	1.0%	2.7%	1.0%	11.9%	11.7%	14.5%	3.3%	12.1%	35.2%	14.5%	0.8%	48.0%	-0.3%	Jun '26
Communication Services	106.86	1.2%	-2.4%	-7.5%	-1.8%	-9.1%	1.4%	23.1%	-8.9%	73.8%	39.1%	42.9%	133.0%	-10.7%	Jan '26
Energy	53.85	-0.4%	0.1%	-6.9%	-12.5%	22.6%	28.6%	7.9%	21.2%	49.4%	131.6%	118.3%	51.2%	-13.9%	Mar '26
Industrials	182.40	-0.9%	0.8%	4.6%	13.1%	16.3%	26.8%	19.3%	17.9%	82.4%	91.7%	85.6%	127.0%	-0.9%	Jun '26
Technology	182.30	-1.2%	-4.8%	-1.5%	37.6%	24.6%	45.8%	24.6%	26.8%	121.8%	160.3%	114.6%	221.0%	-8.0%	Jun '26
Consumer Staples/Defensive	84.82	1.0%	1.8%	1.4%	4.5%	9.0%	8.0%	1.5%	9.8%	23.7%	37.9%	23.0%	37.6%	-5.2%	Feb '26
Healthcare	159.63	2.6%	6.9%	7.5%	9.5%	2.7%	20.5%	14.5%	3.5%	27.3%	37.1%	22.7%	38.7%	NewNew Peak	Jun '26
Utilities	46.06	0.5%	2.9%	1.6%	1.6%	8.4%	15.9%	16.0%	8.7%	52.5%	66.2%	47.8%	66.7%	-2.8%	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	154.66	-0.03%	-2.0%	-2.0%	13.4%	8.2%	22.4%	22.4%	9.3%	72.3%	65.1%	56.1%	112.1%	-3.3%	Jun '26
MSCI Emerging Markets	67.52	-0.6%	-4.6%	-1.3%	21.7%	23.2%	41.9%	34.0%	23.4%	83.6%	36.2%	51.4%	113.2%	-5.2%	Jun '26
FTSE Europe	87.29	-0.6%	-1.1%	-2.4%	8.9%	4.4%	15.9%	35.8%	4.9%	57.1%	48.8%	45.2%	112.8%	-3.1%	Feb '26
MSCI Japan	92.97	-0.4%	-3.4%	0.1%	12.4%	14.8%	30.4%	25.9%	15.1%	65.7%	52.4%	53.5%	109.0%	-4.1%	Jun '26
MSCI India	49.54	0.2%	-0.1%	2.0%	6.3%	-8.0%	-11.1%	2.7%	-8.3%	16.7%	19.8%	7.3%	23.3%	-15.7%	Sep '24
MSCI China	50.50	-0.6%	-4.3%	-10.0%	-8.2%	-17.6%	-8.0%	31.0%	-15.9%	22.1%	-32.0%	-10.8%	36.6%	-23.7%	Oct '25
International Bond	48.51	0.05%	0.3%	0.6%	2.1%	1.1%	2.2%	2.9%	1.3%	12.9%	2.5%	2.7%	19.0%	-0.7%	Feb '26
iShares Latin America	33.90	1.0%	0.0%	-4.1%	-0.6%	10.3%	34.7%	52.7%	11.3%	43.8%	51.0%	92.8%	73.0%	-11.0%	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	675.12	-0.09%	-1.9%	-2.2%	13.8%	6.7%	21.1%	17.8%	8.0%	76.6%	84.2%	63.3%	116.4%	-3.3%	Jun '26
US Large Growth	119.22	0.9%	-3.2%	-5.1%	12.9%	-0.6%	14.7%	19.8%	0.8%	89.1%	98.7%	71.7%	147.8%	-7.4%	Jun '26
US Large Value	243.60	-0.3%	0.6%	2.2%	14.6%	15.1%	28.0%	15.7%	16.3%	66.6%	67.9%	57.2%	90.8%	-0.3%	Jun '26

US MidCap Blend	80.13	-0.6%	0.0%	2.0%	12.0%	9.2%	21.1%	17.0%	10.9%	76.7%	78.1%	63.4%	111.3%	-0.8%	Jun '26
US MidCap Growth	300.10	-0.8%	-2.0%	2.0%	16.8%	5.8%	7.9%	10.7%	7.7%	53.9%	31.6%	23.1%	81.7%	-2.1%	Jun '26
US MidCap Value	199.01	-0.4%	1.6%	2.0%	8.5%	11.5%	23.9%	12.1%	12.8%	57.3%	56.2%	45.7%	76.2%	-0.4%	Jun '26

US Small Blend	299.75	0.05%	1.1%	2.3%	15.0%	14.5%	28.3%	8.9%	16.6%	62.8%	41.6%	40.5%	82.3%	NewNew Peak	Jun '26
US Small Growth	391.07	-0.2%	0.5%	3.0%	24.7%	18.2%	37.9%	12.9%	21.1%	70.8%	29.3%	35.8%	92.8%	-0.7%	Jun '26
US Small Value	220.55	0.2%	1.7%	2.7%	16.5%	19.9%	41.8%	12.4%	22.0%	70.4%	43.2%	42.5%	79.5%	NewNew Peak	Jun '26

Foreign Large Blend	102.72	-0.4%	-1.6%	-2.3%	8.5%	6.4%	18.1%	31.6%	7.0%	56.4%	48.2%	46.8%	104.0%	-2.8%	Feb '26
Foreign Growth	122.02	-0.9%	-2.5%	-0.7%	11.7%	6.3%	12.2%	20.7%	7.1%	37.2%	21.7%	18.4%	79.4%	-2.7%	Jun '26
Foreign Value	76.21	0.03%	-0.6%	-4.0%	5.3%	6.3%	23.6%	42.2%	6.7%	76.6%	76.5%	78.8%	129.3%	-4.7%	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	22.82		-0.2%	-0.4%	-0.7%	0.8%	-0.5%	0.9%	3.6%	-0.3%	19.4%	27.2%	25.0%	30.7%	-1.3%	May '26
Ultra Short- Janus AAA CLO	50.67		0.02%	0.1%	-0.1%	1.0%	1.8%	4.6%	5.2%	1.7%	20.6%	26.0%	25.4%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.31		-0.02%	-0.8%	-0.9%	-0.3%	-1.2%	2.8%	6.9%	-1.3%	21.7%	26.9%	25.3%	31.6%	-1.7%	May '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.4%	1.6%	2.7%	7.1%	8.9%	2.6%	34.4%	58.2%	51.1%	44.2%	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	57.92		-0.3%	-2.5%	-1.3%	14.3%	7.5%	20.9%	17.7%	8.8%	82.6%	108.9%	102.9%	124.1%	-2.6%	Jun '26
Int’l Min Volatility- Franklin	40.64		-0.02%	0.2%	-2.0%	2.8%	10.9%	29.9%	27.1%	10.8%	78.4%	107.1%	97.6%	112.2%	-2.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.83	p	EOD	0.6%	2.2%	20.4%	16.4%	25.7%	3.0%	18.8%	93.0%	123.0%	121.8%	128.0%	-0.7%	Jun '26
Small Value- Avantis	124.44		0.2%	2.0%	2.5%	12.8%	20.3%	38.4%	7.4%	22.3%	74.0%	74.8%	65.6%	90.0%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	63.08		1.4%	2.1%	-1.7%	1.1%	4.2%	17.4%	9.0%	5.2%	43.4%	61.9%	45.3%	57.2%	-3.7%	Jun '26
Growth- S&P Momentum	156.48		-2.0%	-2.1%	4.5%	40.5%	29.3%	41.6%	26.6%	31.5%	191.8%	183.9%	155.5%	214.0%	-3.2%	Jun '26
Invesco S&P Quality	87.63		-1.0%	-1.9%	2.3%	16.9%	15.2%	25.9%	13.2%	17.2%	84.7%	93.4%	74.4%	129.8%	-2.1%	Jun '26
Rotation Factor- BlackRock	66.57		-0.2%	-1.7%	-1.0%	15.3%	8.4%	24.4%	20.0%	9.8%	97.1%	101.8%	85.5%	151.4%	-2.2%	Jun '26
US Min Volatility- Fidelity	67.77		0.7%	-0.7%	-3.4%	5.2%	1.0%	10.5%	11.8%	2.0%	43.7%	54.3%	38.7%	69.2%	-3.8%	May '26
Derivative Income- JPMorgan	56.29		0.4%	0.3%	0.1%	1.7%	0.4%	7.4%	8.1%	1.0%	29.3%	41.6%	30.9%	49.4%	-4.0%	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	p	EOD	-1.0%	-0.8%	4.1%	8.4%	11.5%	6.5%	8.6%	31.0%	41.4%	40.6%	40.1%	-1.5%	May '26
Multistrategy- AQR	14.59	p	EOD	-0.9%	-1.1%	1.5%	4.0%	12.1%	16.4%	4.1%	45.6%	75.0%	71.1%	52.9%	-2.2%	Jun '26
Long Short- AQR	20.43	p	EOD	-2.8%	-2.3%	-0.1%	-3.9%	11.0%	34.4%	-3.4%	93.6%	176.3%	149.3%	137.7%	-4.0%	Dec '25
Mkt Neutral- BlackRock	16.14	p	EOD	-2.0%	0.5%	6.3%	10.5%	21.5%	18.3%	10.7%	74.9%	80.6%	87.1%	87.8%	-2.2%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.0%	0.3%	1.3%	2.6%	6.7%	7.2%	2.5%	21.2%	44.6%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.14		-0.5%	-1.8%	-2.1%	4.9%	2.0%	12.6%	9.1%	3.1%	45.8%	59.1%	48.1%	63.8%	-2.3%	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)	342.67	-0.3%	-6.9%	-11.9%	22.0%	9.4%	97.9%	66.0%	9.6%	192.0%	182.0%	138.3%	254.1%	-14.9%	May '26
Meta (Communications)	554.62	2.2%	-3.9%	-9.4%	1.3%	-16.3%	-23.4%	13.1%	-15.9%	100.7%	63.7%	65.1%	338.4%	-29.6%	Aug '25
Amazon (Cyclical)	231.90	2.2%	-5.1%	-12.6%	11.7%	-0.3%	6.8%	5.2%	0.5%	82.1%	36.4%	36.1%	105.4%	-15.7%	May '26
Tesla (Cyclical)	385.36	2.7%	-3.8%	-11.1%	3.6%	-18.9%	18.3%	11.4%	-14.3%	59.9%	72.1%	-3.6%	77.4%	-21.3%	Dec '25
Procter & Gamble (Defensive)	149.33	0.6%	-0.7%	4.5%	5.6%	4.7%	-3.2%	-12.3%	5.7%	8.6%	25.7%	2.8%	32.3%	-13.5%	Dec '24
PepsiCo (Defensive)	141.40	1.3%	-0.4%	-2.9%	-6.3%	-0.8%	13.4%	-1.8%	-0.6%	-16.0%	12.0%	-6.5%	-6.4%	-20.2%	May '23
Coca-Cola (Defensive)	81.47	1.3%	2.6%	1.3%	9.1%	17.4%	19.8%	15.6%	17.3%	44.4%	72.8%	55.9%	64.0%	-2.5%	Jun '26
Exxon Mobil (Energy)	136.24	-1.0%	-1.1%	-9.1%	-17.1%	15.9%	27.8%	16.0%	14.7%	44.4%	153.2%	150.5%	56.8%	-20.0%	Mar '26
Chevron (Energy)	170.49	-1.0%	-1.8%	-7.7%	-17.9%	14.8%	21.9%	10.1%	13.0%	24.5%	93.3%	69.6%	24.8%	-19.3%	Mar '26
JPMorgan Chase (Financial)	330.98	-1.2%	1.8%	7.9%	14.1%	1.9%	16.9%	37.3%	3.7%	154.6%	143.8%	129.5%	247.3%	-1.2%	Jun '26
Visa (Financial)	337.73	2.2%	3.2%	3.4%	10.8%	-4.5%	-1.6%	11.8%	-3.3%	52.7%	47.7%	57.8%	95.0%	-8.8%	Jun '25
Mastercard (Financial)	502.09	2.7%	2.5%	1.8%	0.4%	-13.1%	-7.5%	9.0%	-11.8%	35.4%	36.2%	39.0%	80.9%	-15.8%	Aug '25
Bank of America (Financial)	57.97	-0.4%	3.1%	11.0%	20.2%	3.8%	24.1%	28.0%	6.0%	121.3%	56.6%	39.7%	112.4%	-0.4%	Jun '26
UnitedHealth (Health)	425.14	2.3%	6.0%	12.8%	58.6%	29.1%	43.4%	-33.1%	29.8%	-6.2%	14.0%	-8.7%	-9.2%	-29.5%	Nov '24
Johnson & Johnson (Health)	253.30	3.4%	10.9%	10.0%	5.9%	22.6%	69.8%	47.5%	23.0%	68.0%	76.5%	66.9%	72.6%	NewNew Peak	Jun '26
Eli Lilly (Health)	1200.17	6.4%	9.2%	12.7%	34.0%	11.7%	52.0%	40.2%	12.1%	170.8%	446.5%	360.0%	281.0%	NewNew Peak	Jun '26
Union Pacific (Industrials)	268.62	0.3%	4.6%	-0.4%	12.3%	15.7%	19.1%	3.9%	16.7%	42.0%	35.2%	19.6%	51.7%	-3.4%	May '26
Honeywell (Industrials)	228.14	-1.3%	-0.4%	-1.5%	1.9%	16.8%	9.3%	-6.4%	18.2%	27.4%	22.8%	28.8%	51.7%	-7.5%	Mar '26
Nvidia (IT)	194.34	-0.7%	-7.8%	-9.6%	13.5%	2.0%	25.4%	38.9%	4.2%	378.7%	923.5%	546.5%	1592.1%	-17.6%	May '26
Broadcom (IT)	372.42	-1.7%	-9.3%	-11.7%	20.4%	6.0%	38.6%	50.6%	7.8%	369.2%	783.7%	507.4%	814.1%	-22.7%	Jun '26
Adobe (IT)	200.61	3.7%	2.8%	-16.6%	-16.7%	-43.3%	-47.9%	-21.3%	-42.7%	-58.2%	-65.4%	-64.5%	-29.9%	-68.4%	Feb '24
Oracle (IT)	150.62	-1.2%	-18.3%	-22.0%	5.8%	-23.5%	-28.5%	18.1%	-22.2%	33.6%	105.4%	82.0%	146.6%	-53.8%	Sep '25
salesforce.com (IT)	156.84	4.4%	3.3%	-12.4%	-15.3%	-40.9%	-41.7%	-20.2%	-40.6%	-23.3%	-34.2%	-37.7%	11.8%	-56.9%	Dec '24
Linde PLC (Materials)	519.44	-0.5%	1.4%	0.9%	4.8%	22.7%	13.0%	3.2%	22.2%	45.1%	94.3%	62.5%	100.3%	-0.8%	Jun '26
Sherwin-Williams (Materials)	343.56	1.3%	7.1%	10.4%	7.5%	5.8%	1.2%	-3.8%	6.3%	39.8%	30.8%	5.3%	76.0%	-13.1%	Nov '24
American Tower (Real Estate)	175.20	3.8%	-0.5%	-5.3%	4.8%	1.3%	-17.1%	-0.9%	0.8%	2.5%	-23.9%	-29.8%	7.3%	-23.3%	Sep '24
Prologis Inc. (Real Estate)	139.92	-0.4%	-0.4%	-4.8%	7.8%	9.6%	37.4%	25.1%	10.5%	28.4%	31.5%	-3.5%	55.5%	-5.2%	Jun '26
NextEra Energy (Utilities)	87.98	0.3%	1.4%	0.4%	-3.5%	10.2%	26.6%	15.5%	10.3%	28.4%	34.9%	7.7%	33.5%	-10.1%	Apr '26
Duke Energy (Utilities)	128.11	0.8%	3.4%	2.5%	-0.1%	11.2%	14.1%	12.7%	11.2%	58.3%	55.8%	47.3%	72.5%	-3.2%	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	16.13	p	EOD	-0.1%	0.4%	4.3%	2.9%	7.7%	9.4%	3.1%	23.5%	12.5%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	69.03		0.01%	-1.1%	-0.5%	9.0%	6.0%	15.9%	16.4%	6.7%	47.0%	38.8%	34.0%	70.1%	-1.2%	Jun '26
Mod Agg-80% Stock	55.17	p	EOD	-1.5%	-0.8%	11.4%	7.9%	20.0%	19.6%	8.8%	59.9%	50.3%	44.4%	89.7%	-1.9%	Jun '26
Aggressive-90% Stock	34.06	p	EOD	-1.5%	-0.3%	15.1%	11.7%	25.3%	20.9%	12.5%	66.2%	55.4%	47.9%	97.6%	-1.5%	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	60122.87	0.7%	-4.4%	-20.7%	-12.6%	-31.1%	-43.8%	-6.3%	-31.3%	98.6%	90.0%	29.4%	213.8%	-51.8%	Oct '25
Ethereum	1581.50	1.1%	-7.5%	-23.6%	-23.2%	-45.9%	-34.5%	-11.0%	-46.7%	-14.9%	-12.8%	-58.0%	22.1%	-67.3%	Aug '25
BNB	567.00	1.3%	-1.9%	-13.5%	-9.9%	-32.0%	-11.7%	23.1%	-34.3%	140.1%	101.3%	10.7%	109.2%	-56.7%	Oct '25
Solana	72.68	7.6%	4.4%	-13.0%	-15.9%	-40.5%	-47.7%	-34.2%	-41.6%	346.7%	153.3%	-57.3%	133.2%	-72.2%	Jan '25
Bitcoin ETF	34.04	1.6%	-4.4%	-20.8%	-12.3%	-31.4%	-44.3%	-6.4%	-31.4%	-	-	-	-	-52.2%	Oct '25
Grayscale Bitcoin (hi fee)	46.63	1.6%	-4.4%	-20.9%	-12.6%	-31.8%	-45.0%	-7.6%	-31.8%	183.9%	86.5%	50.6%	360.5%	-52.6%	Oct '25
Bloomberg Commodities	22.31	-0.6%	-2.8%	-9.5%	-5.2%	11.1%	24.3%	14.9%	14.2%	36.4%	55.4%	45.0%	25.8%	-13.9%	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	4.87	0.3%	-0.6%	-3.0%	-1.3%	1.1%	1.2%	1.1%	0.7%	27.6%	124.7%	141.7%	25.5%	-5.9%	May '26
10yr Treasury rate	4.38	-0.3%	-1.6%	-2.5%	-0.8%	5.9%	3.0%	-9.0%	5.2%	17.8%	185.2%	169.0%	12.3%	-12.2%	Oct '23
5yr Treasury rate	4.14	-0.6%	-2.1%	-1.1%	1.0%	11.9%	8.9%	-15.0%	11.1%	4.4%	344.8%	203.1%	0.6%	-16.6%	Oct '23
13-week T-bill	3.66	-0.5%	0.1%	2.3%	1.2%	3.4%	-12.6%	-15.7%	3.3%	-28.9%	8418.6%	6811.3%	3.7%	-31.5%	Oct '23
Crude Oil	68.94	-4.1%	-10.0%	-26.6%	-27.0%	21.5%	5.7%	-19.9%	20.1%	-0.6%	-6.9%	-9.4%	-21.0%	-39.0%	Apr '26
Gold	4106.80	1.9%	-2.8%	-8.7%	-6.1%	-9.3%	23.2%	64.5%	-5.1%	113.5%	131.2%	128.2%	145.9%	-22.8%	Jan '26
USD/EUR	0.88	-0.2%	0.6%	2.2%	1.5%	3.5%	2.6%	-11.4%	3.1%	-4.2%	-	-0.2%	-14.8%	-10.1%	Jan '25
USD/JPY	161.73	-0.03%	0.3%	1.6%	1.5%	3.6%	11.8%	-0.4%	3.4%	12.7%	-	40.5%	10.2%	NewNew Peak	Jun '26
S&P 500 Volatility Index	19.20	1.6%	17.1%	12.9%	-30.0%	41.2%	15.7%	-13.8%	28.4%	34.7%	22.9%	15.7%	-42.8%	-63.3%	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	50.65		0.12%	0.2%	0.1%	1.1%	1.3%	4.0%	6.1%	1.2%	19.3%	18.7%	18.6%	23.9%	NewNew Peak	Jun '26
Interm Muni- JPMorgan	50.63		0.08%	0.3%	0.8%	2.1%	1.6%	5.6%	4.3%	1.5%	11.5%	6.5%	5.8%	17.5%	-0.4%	Feb '26
Interm Bond- Janus MSB	45.38		0.12%	0.7%	0.5%	1.9%	0.9%	5.6%	8.8%	1.1%	14.6%	4.4%	4.7%	21.7%	-1.1%	Feb '26
Interm Bond- Vanguard	76.99		0.2%	0.6%	0.5%	1.3%	0.0%	3.5%	8.5%	0.2%	13.9%	1.6%	2.4%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.0%	0.0%	2.4%	2.6%	7.1%	8.2%	2.3%	31.1%	35.1%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.40		0.03%	0.3%	0.6%	2.8%	1.0%	4.3%	8.2%	1.1%	19.0%	15.0%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	75.73		-0.09%	0.4%	1.2%	3.4%	1.0%	5.6%	7.2%	1.6%	13.1%	-9.9%	-10.1%	26.9%	-1.4%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.1%	1.0%	2.3%	1.5%	5.6%	3.3%	1.1%	10.2%	1.9%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.59		0.05%	0.2%	0.9%	2.2%	1.4%	6.4%	3.4%	1.2%	9.6%	3.7%	3.2%	15.2%	-0.7%	Feb '26

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