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S&P 500

NewNew Peak

Return

93.9%

[

21.7%

annualized]

Dec 30 2022 - May 13 2026

DJIA (Large Value)

-1.0%

BelowPeak Feb '26

Return

49.9%

[

12.8%

annualized]

Dec 30 2022 - May 13 2026

Russell 2000 (Small Cap)

-1.5%

BelowPeak May '26

Return

61.5%

[

15.3%

annualized]

Dec 30 2022 - May 13 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 13 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	7444.25	0.6%	1.5%	6.8%	8.9%	10.5%	26.3%	16.4%	8.7%	80.5%	78.4%	55.2%	108.1%	NewNew Peak	May '26
DJIA (Large Value)	49693.20	-0.1%	0.2%	2.4%	0.4%	5.4%	18.2%	13.0%	3.4%	49.2%	44.5%	35.8%	70.1%	-1.0%	Feb '26
Russell 2000 (Small Cap)	2843.93	0.04%	0.2%	5.1%	7.5%	19.1%	36.5%	11.3%	14.6%	63.4%	27.8%	25.1%	68.5%	-1.5%	May '26
NASDAQ Comp (Tech/Growth)	26402.34	1.2%	2.3%	11.7%	17.1%	15.3%	37.9%	20.4%	13.6%	114.9%	96.6%	66.8%	153.5%	NewNew Peak	May '26
Aggregate Bond	98.67	0.04%	-0.3%	-0.8%	-1.3%	0.6%	5.8%	7.2%	0.1%	11.0%	0.8%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.62	0.06%	-0.1%	-0.8%	-1.5%	0.8%	7.0%	7.9%	0.1%	14.5%	0.4%	-1.2%	25.3%	-1.7%	Feb '26
High Yield Bond	79.91	0.05%	0.1%	-0.2%	0.3%	2.6%	7.0%	8.6%	1.1%	28.2%	20.5%	17.7%	37.8%	-0.4%	Apr '26
Preferred	31.58	0.03%	0.2%	1.5%	0.7%	4.7%	10.3%	4.9%	3.6%	27.6%	10.3%	4.9%	28.7%	-0.4%	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	52.06	-0.2%	1.3%	0.1%	-1.9%	21.1%	24.4%	9.9%	15.3%	41.4%	30.8%	26.8%	62.8%	-2.5%	Feb '26
Consumer Discretionary/Cyclical	118.72	0.4%	-1.0%	2.0%	2.4%	3.2%	10.7%	7.4%	-0.4%	64.6%	44.8%	17.0%	76.0%	-4.5%	Jan '26
Financial Services	50.99	-1.1%	-1.1%	-1.5%	-0.8%	-1.9%	1.6%	14.9%	-6.4%	67.7%	46.8%	38.8%	78.6%	-9.1%	Jan '26
Real Estate	95.89	-0.8%	-0.5%	1.8%	2.5%	9.2%	13.8%	3.3%	9.5%	31.9%	19.5%	-1.5%	44.5%	-1.2%	May '26
Communication Services	116.76	0.8%	-0.5%	0.2%	2.2%	5.6%	17.4%	23.1%	-0.5%	102.0%	59.3%	56.1%	154.6%	-2.5%	Jan '26
Energy	57.63	0.10%	3.0%	3.0%	6.7%	27.1%	39.6%	7.9%	29.7%	61.8%	158.9%	133.7%	61.9%	-7.9%	Mar '26
Industrials	173.62	-0.4%	-0.2%	0.2%	0.0%	14.9%	25.1%	19.3%	12.2%	84.3%	78.9%	76.7%	116.0%	-2.7%	Mar '26
Technology	176.85	0.9%	4.2%	19.5%	26.9%	23.1%	51.9%	24.6%	23.0%	139.2%	170.2%	108.2%	211.4%	-0.6%	May '26
Consumer Staples/Defensive	84.72	0.3%	0.9%	4.0%	-4.8%	11.2%	9.5%	1.5%	9.7%	19.2%	36.2%	22.9%	37.5%	-5.3%	Feb '26
Healthcare	146.71	0.6%	1.4%	-1.4%	-6.6%	-2.6%	16.0%	14.5%	-4.8%	16.7%	28.8%	12.7%	27.5%	-8.0%	Feb '26
Utilities	44.67	-1.2%	-1.0%	-3.9%	-3.3%	2.1%	15.8%	16.0%	5.4%	41.8%	57.7%	43.3%	61.6%	-5.8%	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	155.88	0.8%	1.3%	5.2%	6.8%	12.3%	29.0%	22.4%	10.2%	79.3%	71.8%	57.3%	113.7%	NewNew Peak	May '26
MSCI Emerging Markets	67.21	2.1%	0.9%	8.0%	10.0%	24.1%	48.6%	34.0%	22.8%	87.8%	42.7%	50.7%	112.2%	-1.1%	May '26
FTSE Europe	87.60	0.6%	0.4%	-0.9%	-0.8%	9.6%	21.5%	35.8%	5.3%	54.7%	51.8%	45.7%	113.5%	-2.7%	Feb '26
MSCI Japan	93.09	1.1%	2.3%	4.1%	-0.8%	15.0%	36.3%	25.9%	15.3%	69.1%	56.9%	53.7%	109.3%	-0.9%	Feb '26
MSCI India	47.98	1.0%	-3.7%	-3.5%	-9.3%	-12.2%	-11.1%	2.7%	-11.2%	17.2%	21.6%	4.0%	19.4%	-18.4%	Sep '24
MSCI China	59.79	2.7%	2.5%	3.1%	-0.9%	-4.7%	9.9%	31.0%	-0.5%	40.1%	-14.4%	5.6%	61.7%	-9.6%	Oct '25
International Bond	47.90	0.2%	-0.4%	-0.4%	-1.2%	-0.1%	2.5%	2.9%	0.0%	11.8%	1.7%	1.4%	17.4%	-2.0%	Feb '26
iShares Latin America	35.29	-1.9%	-2.4%	-7.4%	-2.7%	18.4%	42.0%	52.7%	15.9%	62.7%	68.6%	100.7%	80.1%	-7.4%	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	682.41	0.6%	1.5%	6.9%	9.2%	11.1%	27.9%	17.8%	9.2%	87.9%	91.3%	65.1%	118.8%	NewNew Peak	May '26
US Large Growth	124.31	0.8%	1.3%	8.0%	11.3%	6.1%	26.0%	19.8%	5.2%	112.7%	122.7%	79.0%	158.3%	NewNew Peak	May '26
US Large Value	234.69	0.2%	1.2%	4.4%	5.3%	15.6%	27.5%	15.7%	12.0%	65.3%	60.9%	51.4%	83.8%	NewNew Peak	May '26

US MidCap Blend	77.04	-0.2%	-0.5%	2.1%	2.4%	9.5%	20.2%	17.0%	6.6%	79.2%	79.6%	57.1%	103.2%	-1.5%	May '26
US MidCap Growth	287.33	-0.06%	-1.3%	3.8%	5.3%	3.1%	8.0%	10.7%	3.1%	55.1%	37.2%	17.9%	74.0%	-3.3%	Oct '25
US MidCap Value	191.96	-0.4%	0.2%	0.7%	0.3%	11.6%	22.2%	12.1%	8.8%	56.6%	49.2%	40.6%	70.0%	-1.4%	Apr '26

US Small Blend	285.67	-0.2%	-0.3%	2.7%	3.8%	15.2%	25.0%	8.9%	11.2%	62.5%	40.0%	33.9%	73.8%	-1.8%	May '26
US Small Growth	369.28	0.2%	0.7%	6.8%	10.3%	18.6%	36.9%	12.9%	14.4%	69.0%	31.6%	28.2%	82.0%	-1.3%	May '26
US Small Value	209.24	-0.2%	-0.4%	3.5%	4.9%	20.8%	39.3%	12.4%	15.8%	69.7%	39.3%	35.2%	70.3%	-1.7%	May '26

Foreign Large Blend	103.83	0.7%	0.9%	0.2%	-0.4%	11.0%	24.9%	31.6%	8.1%	56.4%	52.6%	48.3%	106.2%	-1.7%	Feb '26
Foreign Growth	121.39	0.9%	0.4%	0.5%	-0.4%	7.5%	17.0%	20.7%	6.6%	34.2%	26.2%	17.8%	78.5%	-1.6%	Feb '26
Foreign Value	78.54	0.6%	1.5%	0.1%	-0.1%	14.3%	33.2%	42.2%	10.0%	81.4%	81.7%	84.2%	136.3%	-1.8%	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	23.10	0.2%	0.4%	1.3%	1.9%	1.0%	3.0%	3.6%	1.0%	24.2%	29.9%	26.6%	32.4%	NewNew Peak	May '26
Ultra Short- Janus AAA CLO	50.63	0.02%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.2%	25.3%	27.6%	NewNew Peak	May '26
Bank Loan- Invesco	20.65	0.05%	0.0%	1.0%	1.6%	1.7%	5.3%	6.9%	0.4%	25.8%	29.5%	27.4%	33.8%	NewNew Peak	May '26
Interval CEF- Cliffwater	10.40	0%	0.1%	0.8%	1.6%	3.2%	7.7%	8.9%	2.0%	36.0%	59.0%	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	58.22	0.5%	1.1%	5.0%	7.6%	12.3%	27.9%	17.7%	9.4%	94.0%	109.7%	103.9%	125.2%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.19	0.5%	1.8%	0.0%	2.2%	15.4%	33.1%	27.1%	12.3%	78.0%	113.1%	100.3%	115.0%	-0.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.37	-0.11%	-1.0%	4.6%	7.7%	15.7%	23.5%	3.0%	12.8%	97.5%	110.7%	110.5%	116.4%	-2.8%	May '26
Small Value- Avantis	117.81	-0.4%	-1.1%	2.0%	2.8%	21.5%	33.0%	7.4%	15.8%	76.1%	65.6%	56.7%	79.9%	-2.1%	May '26
Mid Value- Pacer Cash Cows	62.96	-0.2%	-0.5%	1.5%	-1.6%	8.9%	19.1%	9.0%	5.0%	48.0%	60.5%	45.0%	56.9%	-2.7%	Feb '26
Growth- S&P Momentum	146.29	1.3%	5.0%	15.5%	24.1%	24.8%	41.0%	26.6%	22.9%	173.4%	186.3%	138.8%	193.5%	NewNew Peak	May '26
Invesco S&P Quality	82.39	-0.2%	0.6%	3.5%	4.2%	12.9%	20.6%	13.2%	10.2%	80.7%	92.4%	63.9%	116.1%	-0.7%	May '26
Rotation Factor- BlackRock	66.44	0.7%	1.9%	6.3%	10.1%	11.3%	29.7%	20.0%	9.6%	110.3%	106.9%	85.2%	150.9%	NewNew Peak	May '26
US Min Volatility- Fidelity	69.12	0.2%	-0.1%	2.6%	2.7%	5.4%	16.1%	11.8%	4.0%	47.9%	60.5%	41.5%	72.5%	-0.3%	May '26
Derivative Income- JPMorgan	55.93	-0.3%	-0.6%	-2.5%	-3.7%	2.7%	9.1%	8.1%	0.4%	29.6%	43.0%	30.0%	48.4%	-4.6%	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	17.38	0.2%	1.2%	4.1%	8.1%	10.6%	14.0%	6.5%	9.9%	34.4%	41.8%	42.3%	41.8%	NewNew Peak	May '26
Multistrategy- AQR	14.77	0.3%	0.7%	1.9%	3.2%	6.3%	16.7%	16.4%	5.4%	51.3%	73.4%	73.2%	54.8%	NewNew Peak	May '26
Long Short- AQR	20.80	-0.10%	-0.2%	2.0%	0.6%	3.3%	17.8%	34.4%	-1.7%	106.0%	155.2%	153.8%	142.0%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.94	0.4%	1.9%	4.3%	10.2%	13.1%	19.8%	18.3%	9.3%	77.6%	75.9%	84.8%	85.5%	NewNew Peak	May '26
Multi Strategy- Variant	26.07	0%	0.2%	0.5%	1.8%	3.1%	6.8%	7.2%	2.1%	22.0%	46.7%	36.6%	28.0%	NewNew Peak	May '26
Long Short- First Trust	74.24	0.1%	0.9%	2.4%	4.9%	5.1%	15.9%	9.1%	4.7%	50.4%	64.9%	50.3%	66.2%	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)	402.62	3.9%	1.2%	20.9%	31.8%	45.9%	144.3%	66.0%	28.7%	245.5%	256.3%	180.0%	316.1%	NewNew Peak	May '26
Meta (Communications)	616.63	2.3%	0.0%	-6.9%	-3.5%	1.3%	-6.2%	13.1%	-6.5%	165.8%	96.7%	83.6%	387.4%	-21.8%	Aug '25
Amazon (Cyclical)	270.13	1.6%	-0.4%	8.5%	35.9%	15.1%	28.5%	5.2%	17.0%	145.0%	67.6%	58.5%	139.3%	-1.8%	May '26
Tesla (Cyclical)	445.27	2.7%	8.1%	22.3%	6.7%	10.1%	28.1%	11.4%	-1.0%	165.1%	126.5%	11.3%	105.0%	-9.1%	Dec '25
Procter & Gamble (Defensive)	142.24	-1.2%	-2.6%	-0.7%	-10.5%	-2.3%	-7.4%	-12.3%	0.7%	-1.4%	17.1%	-2.1%	26.0%	-17.6%	Dec '24
PepsiCo (Defensive)	149.27	-1.7%	-4.5%	-4.1%	-9.2%	4.3%	20.9%	-1.8%	4.9%	-15.8%	18.9%	-1.3%	-1.2%	-15.8%	May '23
Coca-Cola (Defensive)	80.26	0.3%	2.3%	5.7%	2.7%	14.4%	19.4%	15.6%	15.6%	36.9%	70.2%	53.6%	61.5%	-0.9%	Feb '26
Exxon Mobil (Energy)	151.57	0.6%	3.4%	1.6%	2.1%	27.9%	44.5%	16.0%	26.8%	58.7%	197.7%	176.8%	73.2%	-11.6%	Mar '26
Chevron (Energy)	186.00	0.03%	1.9%	-0.5%	2.2%	20.5%	37.2%	10.1%	23.2%	34.8%	109.2%	85.1%	36.2%	-11.9%	Mar '26
JPMorgan Chase (Financial)	300.25	-1.5%	-2.0%	-3.5%	-0.3%	-0.2%	15.2%	37.3%	-5.9%	139.7%	107.7%	108.2%	215.0%	-9.8%	Jan '26
Visa (Financial)	320.31	-1.9%	-0.3%	2.9%	2.0%	-2.7%	-9.6%	11.8%	-8.5%	41.3%	46.2%	49.4%	84.6%	-13.7%	Jun '25
Mastercard (Financial)	490.64	-1.8%	-2.1%	-4.4%	-5.2%	-9.8%	-13.9%	9.0%	-13.8%	30.7%	38.8%	35.8%	76.8%	-17.7%	Aug '25
Bank of America (Financial)	49.84	-1.9%	-5.5%	-6.6%	-4.6%	-4.2%	13.9%	28.0%	-8.9%	98.9%	32.9%	20.2%	82.7%	-12.5%	Jan '26
UnitedHealth (Health)	401.16	1.2%	8.5%	27.7%	37.9%	26.5%	33.9%	-33.1%	22.5%	-13.4%	6.7%	-13.9%	-14.3%	-33.5%	Nov '24
Johnson & Johnson (Health)	230.42	2.7%	3.6%	-4.0%	-4.8%	19.0%	61.8%	47.5%	11.9%	56.7%	55.9%	51.8%	57.0%	-7.3%	Mar '26
Eli Lilly (Health)	1015.75	2.6%	4.2%	10.1%	-2.3%	-0.8%	43.0%	40.2%	-5.3%	138.4%	441.8%	288.7%	221.9%	-8.3%	Nov '25
Union Pacific (Industrials)	264.65	-0.4%	-0.1%	5.0%	2.1%	20.0%	18.6%	3.9%	15.0%	42.5%	30.0%	17.8%	49.5%	-2.4%	Apr '26
Honeywell (Industrials)	217.96	-0.3%	0.9%	-6.6%	-9.3%	10.0%	8.8%	-6.4%	12.3%	26.7%	12.2%	22.4%	44.2%	-12.1%	Mar '26
Nvidia (IT)	225.83	2.3%	6.8%	14.9%	23.5%	18.8%	66.9%	38.9%	21.1%	697.6%	1489.5%	651.2%	1866.3%	NewNew Peak	May '26
Broadcom (IT)	416.79	-0.6%	1.0%	9.5%	28.4%	22.2%	81.0%	50.6%	20.7%	587.2%	943.1%	579.7%	923.0%	-3.1%	May '26
Adobe (IT)	236.07	-2.0%	-8.0%	0.1%	-10.6%	-28.7%	-40.9%	-21.3%	-32.5%	-29.6%	-51.5%	-58.2%	-17.5%	-62.8%	Feb '24
Oracle (IT)	189.76	1.6%	-2.5%	16.4%	18.9%	-14.3%	17.6%	18.1%	-2.0%	100.9%	157.4%	129.3%	210.7%	-41.7%	Sep '25
salesforce.com (IT)	165.84	-3.2%	-11.0%	-3.2%	-12.4%	-31.7%	-42.5%	-20.2%	-37.2%	-16.6%	-22.7%	-34.1%	18.3%	-54.5%	Dec '24
Linde PLC (Materials)	513.26	1.9%	3.9%	2.7%	7.1%	22.1%	16.6%	3.2%	20.8%	44.1%	82.4%	60.6%	97.9%	NewNew Peak	May '26
Sherwin-Williams (Materials)	306.34	-1.7%	-4.3%	-8.2%	-16.8%	-7.6%	-12.0%	-3.8%	-5.3%	38.3%	11.9%	-6.1%	56.9%	-22.5%	Nov '24
American Tower (Real Estate)	173.87	-2.8%	-3.3%	-1.4%	-8.6%	-3.4%	-11.8%	-0.9%	0.0%	-3.7%	-18.0%	-30.4%	6.5%	-23.9%	Sep '24
Prologis Inc. (Real Estate)	142.00	-1.2%	-0.2%	2.6%	3.0%	17.4%	36.6%	25.1%	12.1%	24.8%	42.7%	-2.1%	57.8%	-2.1%	Apr '26
NextEra Energy (Utilities)	94.85	0.3%	1.6%	3.9%	1.8%	14.6%	35.3%	15.5%	19.0%	32.8%	47.6%	16.1%	44.0%	-3.1%	Apr '26
Duke Energy (Utilities)	123.90	-0.9%	-0.8%	-4.5%	-3.4%	1.8%	14.1%	12.7%	6.6%	41.5%	44.6%	41.3%	65.4%	-7.2%	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	15.99	0.13%	0.0%	0.6%	0.3%	3.0%	9.6%	9.4%	2.2%	22.8%	12.9%	10.7%	32.6%	-0.3%	May '26
Moderate-60% Stock	68.78	0.4%	0.6%	2.7%	3.4%	7.9%	19.8%	16.4%	6.3%	49.1%	40.9%	33.5%	69.5%	-0.1%	May '26
Mod Agg-80% Stock	55.08	0.5%	0.7%	4.0%	5.0%	10.6%	24.8%	19.6%	8.6%	63.5%	54.2%	44.2%	89.4%	NewNew Peak	May '26
Aggressive-90% Stock	33.83	0.7%	1.0%	5.0%	7.5%	14.2%	30.3%	20.9%	11.8%	68.2%	59.4%	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	79043.69	-0.3%	-1.2%	6.6%	14.8%	-16.3%	-23.7%	-6.3%	-9.7%	194.9%	58.5%	70.1%	312.6%	-36.6%	Oct '25
Ethereum	2241.99	-0.6%	-2.1%	-3.5%	9.4%	-27.8%	-14.1%	-11.0%	-24.4%	24.0%	-45.0%	-40.4%	73.1%	-53.6%	Aug '25
BNB	665.76	-0.8%	4.5%	8.4%	7.5%	-27.3%	2.0%	23.1%	-22.9%	115.7%	10.4%	30.0%	145.7%	-49.2%	Oct '25
Solana	90.01	-1.2%	1.8%	7.4%	6.7%	-35.1%	-49.1%	-34.2%	-27.7%	330.4%	110.7%	-47.1%	188.8%	-65.6%	Jan '25
Bitcoin ETF	45.12	-1.5%	-0.6%	7.1%	15.8%	-15.6%	-23.2%	-6.4%	-9.1%	-	-	-	-	-36.7%	Oct '25
Grayscale Bitcoin (hi fee)	61.84	-1.5%	-0.7%	7.0%	15.3%	-16.2%	-24.1%	-7.6%	-9.5%	380.1%	73.6%	99.8%	510.7%	-37.2%	Oct '25
Bloomberg Commodities	25.75	-0.6%	3.7%	7.6%	22.9%	33.4%	44.7%	14.9%	31.8%	60.7%	80.0%	67.4%	45.2%	-0.6%	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	5.05	0.3%	1.6%	3.7%	7.4%	6.3%	1.6%	1.1%	4.3%	33.6%	114.3%	150.3%	29.9%	-1.1%	Oct '23
10yr Treasury rate	4.48	0.4%	2.0%	5.3%	10.5%	8.0%	-1.0%	-9.0%	7.6%	29.4%	174.1%	175.2%	14.8%	-10.2%	Oct '23
5yr Treasury rate	4.13	0.1%	2.1%	6.7%	14.4%	10.6%	-0.8%	-15.0%	11.0%	19.7%	406.1%	202.6%	0.4%	-16.8%	Oct '23
13-week T-bill	3.60	-0.08%	0.1%	-0.3%	0.2%	-5.0%	-16.0%	-15.7%	1.5%	-28.4%	71900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	101.55	0.5%	7.1%	11.3%	61.5%	69.0%	60.8%	-19.9%	76.9%	45.0%	55.3%	33.5%	16.4%	-10.1%	Apr '26
Gold	4685.90	-0.3%	-0.3%	-2.9%	-6.7%	14.6%	47.3%	64.5%	8.3%	132.6%	155.0%	160.4%	180.5%	-11.9%	Jan '26
USD/EUR	0.85	0.01%	0.1%	0.7%	1.3%	-0.7%	-4.6%	-11.4%	0.3%	-	-	-2.9%	-17.2%	-12.6%	Jan '25
USD/JPY	157.94	0.09%	0.7%	-0.5%	3.4%	2.1%	7.7%	-0.4%	1.0%	-	-	37.2%	7.6%	-2.3%	Jul '24
S&P 500 Volatility Index	17.87	-0.7%	4.6%	-2.7%	-13.3%	-9.9%	-4.0%	-13.8%	19.5%	4.9%	-5.0%	7.7%	-46.8%	-65.9%	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	50.55	0.04%	-0.4%	-0.1%	-0.1%	1.4%	4.8%	6.1%	0.6%	19.1%	18.3%	18.0%	23.2%	-0.4%	May '26
Interm Muni- JPMorgan	50.22	-0.08%	-0.3%	-0.1%	-0.7%	1.2%	5.4%	4.3%	0.6%	10.3%	6.1%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.13	0.04%	-0.3%	-0.8%	-1.2%	1.6%	7.8%	8.8%	0.5%	13.5%	3.8%	4.1%	21.0%	-1.7%	Feb '26
Interm Bond- Vanguard	76.62	0.04%	-0.2%	-0.9%	-1.5%	0.4%	5.9%	8.5%	-0.2%	11.8%	1.9%	1.9%	19.6%	-2.0%	Feb '26
Multisector Bond- Intrepid	8.95	-0.11%	-0.1%	0.2%	1.2%	2.7%	8.3%	8.2%	1.6%	31.6%	35.8%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.89	-0.02%	-0.3%	-0.5%	-1.5%	0.7%	5.4%	8.2%	0.1%	16.8%	14.2%	13.8%	27.9%	-1.8%	Feb '26
Long Bond- Vanguard	74.49	-0.01%	-0.3%	-1.2%	-2.3%	0.4%	8.3%	7.2%	0.0%	11.6%	-7.9%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.38	-0.11%	-0.4%	-0.2%	-0.8%	0.3%	4.7%	3.3%	0.2%	9.5%	1.7%	0.4%	15.4%	-1.3%	Feb '26
Long Muni- iShares	57.02	-0.2%	-0.4%	-0.4%	-1.2%	0.9%	5.8%	3.4%	0.2%	8.5%	3.0%	2.2%	14.0%	-1.7%	Feb '26

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