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S&P 500

NewNew Peak

Return

93.1%

[

21.6%

annualized]

Dec 30 2022 - May 11 2026

DJIA (Large Value)

-1.0%

BelowPeak Feb '26

Return

50.0%

[

12.8%

annualized]

Dec 30 2022 - May 11 2026

Russell 2000 (Small Cap)

-0.6%

BelowPeak May '26

Return

63.0%

[

15.6%

annualized]

Dec 30 2022 - May 11 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 11 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	7412.84	0.2%	2.1%	8.7%	8.5%	8.2%	26.8%	16.4%	8.3%	79.7%	82.4%	54.5%	107.2%	NewNew Peak	May '26
DJIA (Large Value)	49704.47	0.2%	0.8%	3.7%	0.5%	3.0%	17.2%	13.0%	3.4%	49.3%	48.0%	35.9%	70.2%	-1.0%	Feb '26
Russell 2000 (Small Cap)	2870.64	0.3%	0.9%	9.1%	9.7%	17.1%	37.2%	11.3%	15.7%	64.9%	34.4%	26.3%	70.1%	-0.6%	May '26
NASDAQ Comp (Tech/Growth)	26274.13	0.10%	3.7%	14.7%	16.3%	12.3%	40.4%	20.4%	13.0%	113.9%	101.6%	65.9%	152.2%	NewNew Peak	May '26
Aggregate Bond	98.92	-0.3%	0.2%	-0.1%	-0.8%	0.5%	5.6%	7.2%	0.3%	11.2%	1.5%	0.8%	17.8%	-1.5%	Feb '26
Corp Bond	108.93	-0.2%	0.3%	0.1%	-0.9%	0.3%	6.9%	7.9%	0.4%	14.8%	1.6%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	79.98	-0.2%	0.1%	0.5%	0.5%	2.3%	6.9%	8.6%	1.2%	28.4%	21.4%	17.8%	37.9%	-0.3%	Apr '26
Preferred	31.68	-0.13%	0.7%	3.4%	1.7%	4.2%	10.5%	4.9%	3.9%	28.0%	11.7%	5.2%	29.1%	-0.1%	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	52.26	1.3%	1.4%	0.6%	-0.6%	19.7%	23.2%	9.9%	15.7%	41.9%	34.9%	27.3%	63.4%	-2.1%	Feb '26
Consumer Discretionary/Cyclical	119.37	-0.7%	1.1%	5.7%	3.0%	0.7%	13.2%	7.4%	0.2%	65.5%	49.2%	17.7%	77.0%	-3.9%	Jan '26
Financial Services	51.18	-0.12%	-0.8%	0.8%	-0.5%	-3.8%	2.2%	14.9%	-6.1%	68.4%	52.1%	39.4%	79.3%	-8.8%	Jan '26
Real Estate	96.69	0.07%	1.0%	4.0%	4.8%	8.9%	12.2%	3.3%	10.4%	33.0%	23.5%	-0.7%	45.8%	-0.4%	May '26
Communication Services	115.58	-1.2%	0.0%	1.4%	1.1%	2.5%	18.0%	23.1%	-1.5%	100.0%	62.0%	54.5%	152.0%	-3.4%	Jan '26
Energy	57.17	2.6%	-3.8%	0.4%	6.6%	28.6%	39.5%	7.9%	28.7%	60.5%	161.6%	131.8%	60.6%	-8.6%	Mar '26
Industrials	175.04	1.1%	1.5%	2.1%	1.6%	14.1%	26.4%	19.3%	13.2%	85.8%	86.2%	78.1%	117.8%	-1.9%	Mar '26
Technology	177.88	1.3%	7.4%	24.7%	27.9%	21.4%	57.1%	24.6%	23.7%	140.6%	181.4%	109.4%	213.2%	NewNew Peak	May '26
Consumer Staples/Defensive	83.37	-1.0%	-0.8%	1.2%	-6.0%	9.3%	5.7%	1.5%	7.9%	17.3%	36.5%	20.9%	35.3%	-6.9%	Feb '26
Healthcare	143.04	-0.3%	-1.6%	-2.9%	-7.9%	-5.6%	7.1%	14.5%	-7.2%	13.7%	27.3%	9.9%	24.3%	-10.3%	Feb '26
Utilities	45.14	0.9%	-2.7%	-3.9%	0.5%	1.9%	16.4%	16.0%	6.5%	43.3%	63.2%	44.8%	63.3%	-4.8%	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	155.53	0.10%	2.1%	7.2%	6.8%	10.2%	29.6%	22.4%	9.9%	78.9%	75.5%	56.9%	113.3%	NewNew Peak	May '26
MSCI Emerging Markets	67.89	-0.07%	3.8%	12.1%	11.6%	23.9%	51.5%	34.0%	24.1%	89.7%	46.6%	52.2%	114.4%	-0.1%	May '26
FTSE Europe	87.82	-0.3%	1.1%	0.9%	-0.6%	8.3%	22.0%	35.8%	5.5%	55.1%	56.3%	46.1%	114.1%	-2.5%	Feb '26
MSCI Japan	92.26	0.04%	3.4%	4.7%	-1.2%	13.5%	32.6%	25.9%	14.3%	67.6%	59.3%	52.3%	107.4%	-1.8%	Feb '26
MSCI India	48.42	-2.8%	-1.5%	-1.9%	-8.8%	-11.3%	-10.9%	2.7%	-10.4%	18.3%	26.1%	4.9%	20.5%	-17.6%	Sep '24
MSCI China	58.70	0.7%	2.6%	2.7%	-3.1%	-8.0%	9.0%	31.0%	-2.3%	37.5%	-15.7%	3.7%	58.7%	-11.3%	Oct '25
International Bond	47.98	-0.3%	0.2%	0.2%	-1.0%	-0.4%	2.4%	2.9%	0.2%	12.0%	2.0%	1.6%	17.6%	-1.8%	Feb '26
iShares Latin America	36.23	-0.5%	-0.3%	-4.2%	-0.6%	20.7%	49.2%	52.7%	19.0%	67.0%	77.3%	106.1%	84.9%	-4.9%	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	679.52	0.2%	2.1%	8.8%	8.8%	8.8%	28.3%	17.8%	8.7%	87.1%	95.7%	64.4%	117.8%	NewNew Peak	May '26
US Large Growth	123.52	-0.02%	2.6%	10.7%	10.1%	3.4%	28.0%	19.8%	4.5%	111.3%	127.5%	77.9%	156.7%	NewNew Peak	May '26
US Large Value	234.63	0.3%	1.1%	5.8%	6.0%	13.8%	26.4%	15.7%	12.0%	65.2%	65.2%	51.4%	83.7%	NewNew Peak	May '26

US MidCap Blend	77.47	0.4%	-0.3%	4.4%	4.3%	8.1%	20.8%	17.0%	7.2%	80.2%	85.9%	58.0%	104.3%	-0.9%	May '26
US MidCap Growth	290.29	0.6%	0.4%	8.2%	7.7%	1.6%	10.4%	10.7%	4.2%	56.7%	42.3%	19.1%	75.8%	-2.3%	Oct '25
US MidCap Value	192.21	0.3%	-0.8%	1.7%	1.7%	10.4%	21.0%	12.1%	9.0%	56.8%	54.3%	40.8%	70.2%	-1.3%	Apr '26

US Small Blend	288.58	0.1%	0.7%	6.1%	6.1%	13.5%	26.3%	8.9%	12.3%	64.2%	46.8%	35.3%	75.5%	-0.8%	May '26
US Small Growth	372.81	1.0%	1.2%	12.3%	12.6%	15.8%	37.9%	12.9%	15.5%	70.6%	38.1%	29.4%	83.8%	-0.4%	May '26
US Small Value	211.20	-0.2%	0.8%	5.9%	7.4%	19.9%	39.6%	12.4%	16.9%	71.3%	47.1%	36.4%	71.9%	-0.7%	May '26

Foreign Large Blend	103.74	-0.2%	1.7%	1.5%	-0.4%	9.4%	24.4%	31.6%	8.0%	56.3%	56.2%	48.2%	106.0%	-1.8%	Feb '26
Foreign Growth	121.51	-0.9%	1.6%	2.6%	0.2%	5.8%	16.6%	20.7%	6.7%	34.4%	29.7%	17.9%	78.7%	-1.5%	Feb '26
Foreign Value	78.28	0.3%	1.6%	0.7%	-0.8%	12.8%	32.5%	42.2%	9.6%	80.8%	85.0%	83.6%	135.5%	-2.1%	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	-0.02%	0.2%	1.1%	1.6%	0.7%	3.1%	3.6%	0.7%	23.8%	29.5%	26.2%	32.0%	-0.1%	Jan '26
Ultra Short- Janus AAA CLO	50.59	-0.02%	0.1%	0.6%	0.9%	2.4%	5.2%	5.2%	1.6%	21.6%	26.1%	25.2%	27.5%	NewNew Peak	May '26
Bank Loan- Invesco	20.65	0%	0.1%	1.3%	1.7%	1.7%	5.4%	6.9%	0.4%	25.8%	29.8%	27.4%	33.8%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.40	0.10%	0.1%	0.9%	1.6%	3.3%	7.8%	8.9%	2.0%	36.0%	59.1%	50.2%	43.4%	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	57.92	0.02%	0.9%	6.7%	7.1%	9.9%	28.3%	17.7%	8.8%	93.0%	114.9%	102.9%	124.1%	-0.4%	May '26
Int’l Min Volatility- Franklin	40.75	0.5%	-0.1%	-1.0%	1.2%	13.6%	30.9%	27.1%	11.1%	76.1%	113.5%	98.1%	112.7%	-1.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.85	-0.4%	-1.1%	9.0%	11.0%	14.3%	26.5%	3.0%	14.8%	101.0%	123.9%	114.2%	120.2%	-1.1%	May '26
Small Value- Avantis	118.98	-0.7%	-1.0%	3.7%	5.2%	20.6%	34.7%	7.4%	17.0%	77.8%	75.1%	58.3%	81.7%	-1.2%	May '26
Mid Value- Pacer Cash Cows	63.25	-0.11%	-0.6%	2.8%	-0.1%	8.6%	18.7%	9.0%	5.4%	48.7%	65.8%	45.7%	57.6%	-2.3%	Feb '26
Growth- S&P Momentum	146.07	1.6%	5.9%	18.4%	23.9%	22.0%	44.6%	26.6%	22.8%	173.0%	194.0%	138.5%	193.1%	NewNew Peak	May '26
Invesco S&P Quality	82.99	0.7%	1.6%	5.4%	5.8%	12.3%	21.6%	13.2%	11.0%	82.0%	99.2%	65.1%	117.6%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.08	0.5%	2.4%	7.9%	9.4%	8.9%	30.4%	20.0%	9.0%	109.2%	111.8%	84.2%	149.5%	NewNew Peak	May '26
US Min Volatility- Fidelity	68.74	-0.4%	-0.6%	3.4%	2.2%	3.9%	14.8%	11.8%	3.4%	47.1%	63.4%	40.7%	71.6%	-0.8%	May '26
Derivative Income- JPMorgan	55.85	-0.2%	-1.2%	-2.2%	-3.3%	1.6%	8.0%	8.1%	0.2%	29.5%	45.7%	29.8%	48.2%	-4.7%	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	17.25	0.5%	0.3%	3.7%	7.7%	10.6%	13.4%	6.5%	9.1%	33.4%	40.5%	41.3%	40.8%	NewNew Peak	May '26
Multistrategy- AQR	14.70	0%	0.1%	1.2%	2.5%	5.0%	16.3%	16.4%	4.9%	50.5%	72.7%	72.4%	54.0%	NewNew Peak	May '26
Long Short- AQR	20.77	0%	1.1%	1.2%	-0.4%	2.9%	18.1%	34.4%	-1.8%	105.7%	157.8%	153.4%	141.7%	-2.4%	Dec '25
Mkt Neutral- BlackRock	15.79	0.3%	0.8%	3.4%	9.1%	12.9%	18.7%	18.3%	8.3%	75.9%	75.5%	83.1%	83.7%	NewNew Peak	May '26
Multi Strategy- Variant	26.06	0.04%	0.2%	0.5%	1.8%	3.2%	6.8%	7.2%	2.1%	22.0%	46.8%	36.5%	28.0%	NewNew Peak	May '26
Long Short- First Trust	74.05	-0.3%	0.2%	2.4%	4.7%	3.3%	15.5%	9.1%	4.4%	50.0%	67.8%	49.9%	65.8%	-0.3%	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)	388.64	-3.0%	0.1%	22.5%	25.9%	35.7%	146.1%	66.0%	24.3%	233.5%	256.2%	170.3%	301.7%	-3.0%	May '26
Meta (Communications)	598.86	-1.8%	-1.0%	-4.9%	-7.8%	-1.5%	-6.1%	13.1%	-9.2%	158.1%	99.5%	78.3%	373.4%	-24.0%	Aug '25
Amazon (Cyclical)	268.99	-1.4%	-1.7%	12.8%	34.8%	10.2%	28.9%	5.2%	16.5%	144.0%	70.7%	57.9%	138.3%	-2.2%	May '26
Tesla (Cyclical)	445.00	3.9%	14.3%	27.5%	6.7%	3.3%	39.8%	11.4%	-1.0%	164.9%	126.3%	11.3%	104.8%	-9.2%	Dec '25
Procter & Gamble (Defensive)	143.36	-2.1%	-1.1%	-0.5%	-10.4%	-1.7%	-8.3%	-12.3%	1.5%	-0.6%	20.1%	-1.3%	27.0%	-16.9%	Dec '24
PepsiCo (Defensive)	149.41	-3.4%	-3.6%	-4.9%	-9.8%	5.4%	18.0%	-1.8%	5.0%	-15.7%	21.0%	-1.2%	-1.1%	-15.7%	May '23
Coca-Cola (Defensive)	78.66	0.3%	0.2%	1.5%	0.3%	11.5%	16.4%	15.6%	13.3%	34.2%	68.9%	50.5%	58.3%	-2.9%	Feb '26
Exxon Mobil (Energy)	149.68	3.5%	-3.4%	-1.9%	-0.2%	28.7%	41.8%	16.0%	25.2%	56.7%	197.6%	173.3%	71.1%	-12.7%	Mar '26
Chevron (Energy)	184.74	1.7%	-4.1%	-2.0%	2.3%	23.0%	36.3%	10.1%	22.4%	33.9%	111.9%	83.8%	35.3%	-12.5%	Mar '26
JPMorgan Chase (Financial)	300.00	-0.7%	-3.0%	-3.2%	-0.4%	-5.5%	17.6%	37.3%	-6.0%	139.5%	116.2%	108.1%	214.8%	-9.9%	Jan '26
Visa (Financial)	323.86	1.6%	0.6%	6.4%	-0.1%	-4.2%	-8.3%	11.8%	-7.5%	42.9%	52.3%	51.0%	86.7%	-12.7%	Jun '25
Mastercard (Financial)	497.81	0.5%	0.1%	-0.2%	-5.5%	-11.0%	-13.4%	9.0%	-12.5%	32.7%	43.7%	37.8%	79.4%	-16.5%	Aug '25
Bank of America (Financial)	50.55	-1.5%	-4.8%	-3.8%	-3.2%	-5.6%	19.2%	28.0%	-7.6%	101.7%	38.6%	21.9%	85.3%	-11.2%	Jan '26
UnitedHealth (Health)	384.44	1.2%	5.7%	26.3%	36.2%	15.0%	4.4%	-33.1%	17.4%	-17.0%	3.3%	-17.5%	-17.9%	-36.3%	Nov '24
Johnson & Johnson (Health)	221.43	0.05%	-1.8%	-7.1%	-9.0%	15.2%	47.7%	47.5%	7.6%	50.6%	51.6%	45.9%	50.9%	-10.9%	Mar '26
Eli Lilly (Health)	966.99	2.0%	-2.2%	2.9%	-6.7%	-4.7%	28.9%	40.2%	-9.9%	127.0%	426.1%	270.0%	206.5%	-12.7%	Nov '25
Union Pacific (Industrials)	263.35	-0.5%	-0.2%	5.1%	1.1%	19.1%	16.8%	3.9%	14.4%	41.8%	32.8%	17.2%	48.8%	-2.9%	Apr '26
Honeywell (Industrials)	219.11	2.8%	4.8%	-6.8%	-8.2%	9.9%	8.3%	-6.4%	12.9%	27.4%	17.1%	23.0%	44.9%	-11.7%	Mar '26
Nvidia (IT)	219.44	2.0%	11.7%	16.3%	17.4%	13.2%	78.4%	38.9%	17.7%	675.0%	1499.0%	630.0%	1810.7%	NewNew Peak	May '26
Broadcom (IT)	428.43	-0.4%	0.3%	15.3%	29.6%	21.1%	94.9%	50.6%	24.0%	606.4%	1021.1%	598.7%	951.6%	-0.4%	May '26
Adobe (IT)	246.15	-2.7%	-3.7%	9.2%	-6.2%	-27.0%	-37.8%	-21.3%	-29.7%	-26.6%	-47.9%	-56.4%	-14.0%	-61.2%	Feb '24
Oracle (IT)	193.84	-1.1%	4.6%	40.4%	24.3%	-14.1%	24.5%	18.1%	0.1%	105.2%	170.2%	134.3%	217.4%	-40.5%	Sep '25
salesforce.com (IT)	177.49	-2.4%	-5.1%	7.6%	-4.0%	-27.6%	-38.1%	-20.2%	-32.8%	-10.8%	-14.5%	-29.5%	26.6%	-51.3%	Dec '24
Linde PLC (Materials)	504.40	2.3%	0.8%	0.2%	7.0%	18.4%	12.5%	3.2%	18.7%	41.6%	83.7%	57.8%	94.5%	-1.2%	Apr '26
Sherwin-Williams (Materials)	312.70	-1.3%	0.1%	-7.0%	-15.9%	-8.9%	-11.7%	-3.8%	-3.3%	41.2%	16.8%	-4.1%	60.2%	-20.9%	Nov '24
American Tower (Real Estate)	177.47	0.5%	-0.4%	0.0%	-4.8%	-1.3%	-11.5%	-0.9%	2.1%	-1.7%	-14.7%	-28.9%	8.7%	-22.4%	Sep '24
Prologis Inc. (Real Estate)	144.07	-0.01%	2.7%	5.0%	6.5%	17.2%	35.1%	25.1%	13.8%	26.6%	47.8%	-0.7%	60.1%	-0.7%	Apr '26
NextEra Energy (Utilities)	94.84	1.9%	-1.5%	0.8%	3.9%	11.9%	40.1%	15.5%	18.9%	32.8%	50.9%	16.1%	43.9%	-3.1%	Apr '26
Duke Energy (Utilities)	124.90	0.6%	-2.1%	-5.2%	-0.1%	2.5%	11.6%	12.7%	7.5%	42.6%	49.8%	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	16.01	-0.2%	0.6%	1.5%	0.7%	2.4%	9.6%	9.4%	2.3%	22.9%	13.8%	10.8%	32.8%	-0.2%	May '26
Moderate-60% Stock	68.85	0.01%	1.4%	4.3%	3.7%	6.8%	20.2%	16.4%	6.4%	49.2%	43.3%	33.7%	69.7%	NewNew Peak	May '26
Mod Agg-80% Stock	55.06	0.07%	1.7%	5.7%	5.1%	9.1%	25.2%	19.6%	8.5%	63.5%	57.3%	44.1%	89.4%	NewNew Peak	May '26
Aggressive-90% Stock	33.83	0.3%	2.1%	7.2%	7.6%	12.4%	31.0%	20.9%	11.8%	68.2%	62.9%	46.9%	96.2%	NewNew Peak	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	81070.30	-0.8%	0.2%	11.1%	22.4%	-20.3%	-21.1%	-6.3%	-7.4%	202.4%	64.9%	74.5%	323.2%	-35.0%	Oct '25
Ethereum	2309.35	-1.3%	-2.2%	2.9%	18.6%	-32.3%	-7.5%	-11.0%	-22.2%	27.7%	-39.0%	-38.6%	78.3%	-52.2%	Aug '25
BNB	661.44	-1.3%	4.9%	9.2%	7.8%	-30.6%	0.1%	23.1%	-23.4%	114.3%	12.5%	29.2%	144.1%	-49.5%	Oct '25
Solana	96.12	-1.2%	11.4%	13.3%	22.7%	-37.3%	-44.8%	-34.2%	-22.8%	359.6%	126.4%	-43.6%	208.4%	-63.3%	Jan '25
Bitcoin ETF	46.47	2.2%	0.4%	11.8%	25.4%	-19.3%	-19.7%	-6.4%	-6.4%	-	-	-	-	-34.8%	Oct '25
Grayscale Bitcoin (hi fee)	63.67	2.2%	0.3%	11.6%	25.0%	-19.9%	-20.7%	-7.6%	-6.9%	394.3%	67.9%	105.7%	528.7%	-35.3%	Oct '25
Bloomberg Commodities	25.49	2.5%	0.4%	7.6%	22.0%	30.6%	43.1%	14.9%	30.5%	59.1%	75.4%	65.7%	43.7%	-0.1%	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	4.99	0.8%	0.0%	1.5%	5.4%	7.0%	2.0%	1.1%	3.0%	32.0%	106.5%	147.3%	28.4%	-2.3%	Oct '23
10yr Treasury rate	4.41	1.1%	-0.1%	2.2%	7.5%	8.5%	-1.1%	-9.0%	5.9%	27.3%	160.2%	170.9%	13.0%	-11.6%	Oct '23
5yr Treasury rate	4.07	1.4%	-0.1%	3.3%	10.9%	10.9%	-0.8%	-15.0%	9.3%	17.9%	370.8%	198.0%	-1.1%	-18.0%	Oct '23
13-week T-bill	3.60	0.1%	0.0%	0.2%	0.1%	-4.7%	-15.9%	-15.7%	1.5%	-28.4%	35900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	98.85	0.8%	-3.3%	2.4%	57.3%	69.0%	59.6%	-19.9%	72.2%	41.1%	49.6%	29.9%	13.3%	-12.5%	Apr '26
Gold	4736.00	0.4%	4.0%	-0.5%	-3.8%	12.6%	47.1%	64.5%	9.5%	135.1%	159.8%	163.2%	183.5%	-11.0%	Jan '26
USD/EUR	0.85	0.2%	-0.4%	-0.3%	1.0%	-1.5%	-5.7%	-11.4%	-0.1%	-	2.7%	-3.3%	-17.5%	-12.9%	Jan '25
USD/JPY	157.61	0.2%	0.0%	-1.0%	2.8%	2.3%	6.3%	-0.4%	0.8%	-	43.7%	36.9%	7.4%	-2.5%	Jul '24
S&P 500 Volatility Index	18.38	6.9%	5.8%	-4.4%	-11.7%	5.0%	-0.1%	-13.8%	22.9%	7.9%	-33.4%	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	50.56	-0.04%	-0.3%	0.1%	0.0%	1.4%	4.8%	6.1%	0.6%	19.1%	18.5%	18.0%	23.2%	-0.4%	May '26
Interm Muni- JPMorgan	50.35	-0.08%	0.2%	0.4%	-0.4%	1.1%	5.5%	4.3%	0.9%	10.6%	6.4%	5.2%	16.8%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.30	-0.2%	0.4%	0.1%	-0.5%	1.6%	7.7%	8.8%	0.9%	14.0%	4.2%	4.5%	21.4%	-1.3%	Feb '26
Interm Bond- Vanguard	76.82	-0.2%	0.2%	-0.1%	-0.9%	0.3%	5.9%	8.5%	0.0%	12.1%	2.6%	2.1%	20.0%	-1.8%	Feb '26
Multisector Bond- Intrepid	8.97	-0.11%	0.1%	0.8%	1.6%	2.7%	8.8%	8.2%	1.8%	31.9%	36.5%	30.6%	37.3%	-0.1%	May '26
Int’l Bond- JPMorgan	48.02	-0.2%	0.3%	0.3%	-1.1%	0.7%	5.5%	8.2%	0.3%	17.1%	14.8%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	74.85	-0.4%	0.3%	0.3%	-1.5%	-0.4%	8.0%	7.2%	0.5%	12.2%	-6.3%	-11.2%	25.4%	-2.5%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.2%	0.3%	-0.3%	0.6%	4.9%	3.3%	0.7%	10.0%	2.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.24	-0.05%	0.2%	0.2%	-0.8%	1.0%	6.0%	3.4%	0.6%	9.0%	3.5%	2.6%	14.5%	-1.3%	Feb '26

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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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