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S&P 500

-2.3%

BelowPeak Jan '26

Return

77.5%

[

19.1%

annualized]

Dec 30 2022 - Apr 10 2026

DJIA (Large Value)

-4.5%

BelowPeak Feb '26

Return

44.6%

[

11.9%

annualized]

Dec 30 2022 - Apr 10 2026

Russell 2000 (Small Cap)

-3.2%

BelowPeak Jan '26

Return

49.4%

[

13.0%

annualized]

Dec 30 2022 - Apr 10 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 Apr 10 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	6816.89	-0.11%	3.6%	0.6%	-2.1%	4.0%	27.1%	16.4%	-0.4%	65.9%	65.1%	42.1%	90.6%	-2.3%	Jan '26
DJIA (Large Value)	47916.57	-0.6%	3.0%	1.1%	-3.2%	5.4%	19.2%	13.0%	-0.3%	42.2%	41.8%	31.0%	64.0%	-4.5%	Feb '26
Russell 2000 (Small Cap)	2630.59	-0.2%	4.0%	3.4%	0.2%	9.9%	41.4%	11.3%	6.0%	47.2%	17.3%	15.8%	55.9%	-3.2%	Jan '26
NASDAQ Comp (Tech/Growth)	22902.89	0.4%	4.7%	0.8%	-3.2%	3.1%	36.9%	20.4%	-1.5%	90.4%	64.8%	44.7%	119.9%	-4.4%	Oct '25
Aggregate Bond	99.32	-0.2%	0.1%	-0.3%	-0.2%	0.5%	6.1%	7.2%	0.1%	10.8%	1.1%	0.6%	17.4%	-1.7%	Feb '26
Corp Bond	109.20	-0.3%	0.1%	0.0%	-0.6%	-0.1%	8.1%	7.9%	-0.2%	13.0%	0.5%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.96	-0.4%	0.5%	0.1%	-0.3%	2.5%	9.9%	8.6%	0.1%	26.7%	19.8%	16.6%	36.5%	-0.8%	Feb '26
Preferred	30.79	-0.2%	1.2%	-0.8%	-1.8%	0.9%	11.5%	4.9%	0.1%	18.0%	6.0%	1.3%	24.4%	-3.2%	Feb '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	51.96	0.6%	3.1%	4.7%	8.1%	20.8%	31.6%	9.9%	15.1%	36.7%	43.4%	26.6%	62.5%	-2.7%	Feb '26
Consumer Discretionary/Cyclical	112.89	0.1%	4.4%	-0.9%	-9.1%	-0.9%	19.9%	7.4%	-5.3%	58.7%	33.6%	11.3%	67.4%	-9.2%	Jan '26
Financial Services	50.77	-1.1%	2.5%	2.8%	-8.4%	-1.8%	10.5%	14.9%	-6.8%	64.7%	57.5%	38.2%	77.9%	-9.5%	Jan '26
Real Estate	92.98	0.2%	3.0%	1.4%	5.0%	7.6%	15.6%	3.3%	6.2%	26.3%	20.0%	-4.5%	40.2%	-2.0%	Mar '26
Communication Services	113.95	-0.3%	2.0%	-2.3%	-3.1%	1.7%	26.4%	23.1%	-2.9%	100.7%	55.8%	52.4%	148.5%	-4.8%	Jan '26
Energy	56.94	-0.7%	-3.9%	0.6%	22.8%	35.6%	49.0%	7.9%	28.2%	45.2%	184.0%	130.9%	59.9%	-9.0%	Mar '26
Industrials	171.52	-0.4%	4.7%	1.5%	6.2%	15.1%	38.3%	19.3%	10.9%	80.7%	84.1%	74.5%	113.4%	-3.9%	Mar '26
Technology	142.62	0.4%	4.9%	1.7%	-2.3%	2.7%	44.6%	24.6%	-0.8%	97.3%	109.0%	67.9%	151.1%	-6.0%	Oct '25
Consumer Staples/Defensive	82.37	-1.3%	0.6%	-2.1%	4.5%	6.9%	5.4%	1.5%	6.6%	18.2%	36.3%	19.5%	33.7%	-8.0%	Feb '26
Healthcare	147.31	-1.4%	0.3%	-3.2%	-6.0%	4.5%	9.5%	14.5%	-4.4%	15.7%	35.3%	13.2%	28.0%	-7.7%	Feb '26
Utilities	46.96	-0.4%	1.3%	2.4%	11.2%	5.6%	26.5%	16.0%	10.8%	47.6%	68.5%	50.6%	69.9%	-0.9%	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	145.04	-0.02%	4.0%	1.5%	0.2%	7.8%	32.7%	22.4%	2.5%	67.2%	61.3%	46.4%	98.9%	-2.4%	Feb '26
MSCI Emerging Markets	60.56	0.5%	7.0%	2.9%	6.0%	18.3%	48.6%	34.0%	10.7%	64.5%	27.2%	35.8%	91.2%	-4.3%	Feb '26
FTSE Europe	87.06	0.3%	4.6%	3.5%	2.0%	11.5%	31.5%	35.8%	4.6%	55.6%	57.2%	44.8%	112.2%	-3.3%	Feb '26
MSCI Japan	88.13	-0.10%	3.3%	2.8%	4.2%	16.7%	40.1%	25.9%	9.2%	66.5%	42.9%	45.5%	98.1%	-6.2%	Feb '26
MSCI India	49.34	0.6%	5.8%	0.1%	-7.2%	-6.5%	-2.8%	2.7%	-8.7%	24.3%	27.3%	6.9%	22.8%	-16.0%	Sep '24
MSCI China	57.18	-0.05%	2.4%	-1.9%	-8.1%	-5.7%	17.6%	31.0%	-4.8%	24.9%	-21.3%	1.0%	54.6%	-13.6%	Oct '25
International Bond	48.00	-0.3%	0.1%	-0.5%	-0.7%	-0.5%	2.3%	2.9%	-0.2%	12.0%	0.7%	1.2%	17.1%	-2.2%	Feb '26
iShares Latin America	37.82	1.3%	6.2%	8.3%	18.7%	42.3%	76.1%	52.7%	24.2%	80.4%	94.3%	115.1%	93.0%	New Peak	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	624.60	-0.07%	3.6%	0.7%	-1.8%	4.6%	28.8%	17.8%	-0.1%	72.8%	77.3%	51.1%	100.2%	-2.1%	Jan '26
US Large Growth	446.26	0.2%	3.8%	-1.0%	-6.2%	-2.7%	28.0%	18.3%	-5.6%	87.2%	79.2%	48.9%	118.6%	-9.1%	Oct '25
US Large Value	221.85	-0.6%	2.9%	2.4%	2.3%	12.2%	28.2%	15.7%	5.9%	52.9%	57.9%	43.2%	73.7%	-1.3%	Feb '26

US MidCap Blend	296.70	-0.5%	2.3%	1.2%	-0.3%	4.4%	23.6%	11.6%	2.6%	48.0%	40.6%	25.2%	67.0%	-3.0%	Feb '26
US MidCap Growth	268.22	-0.5%	2.6%	-0.5%	-6.0%	-6.4%	15.9%	10.7%	-3.7%	42.3%	24.4%	10.0%	62.4%	-9.7%	Oct '25
US MidCap Value	189.07	-0.6%	2.1%	2.4%	3.8%	12.7%	28.9%	12.1%	7.2%	50.2%	54.0%	38.5%	67.4%	-2.3%	Feb '26

US Small Blend	272.11	-0.3%	2.8%	2.5%	0.5%	10.5%	34.0%	8.9%	5.9%	50.9%	34.4%	27.6%	65.5%	-2.4%	Feb '26
US Small Growth	331.87	-0.3%	4.2%	2.2%	-3.0%	4.8%	39.0%	12.9%	2.8%	50.2%	13.1%	15.2%	63.6%	-6.1%	Jan '26
US Small Value	199.34	-0.2%	3.7%	4.9%	4.6%	16.7%	47.7%	12.4%	10.3%	55.3%	36.5%	28.8%	62.2%	-0.5%	Feb '26

Foreign Large Blend	102.18	0.2%	4.3%	3.2%	3.4%	12.8%	34.0%	31.6%	6.4%	56.1%	53.2%	46.0%	102.9%	-3.3%	Feb '26
Foreign Growth	118.46	0.3%	5.0%	2.4%	-0.5%	6.6%	24.7%	20.7%	4.0%	34.0%	23.6%	15.0%	74.2%	-4.0%	Feb '26
Foreign Value	77.73	0.2%	3.6%	4.0%	7.2%	19.1%	43.5%	42.2%	8.9%	80.5%	85.9%	82.3%	133.9%	-2.8%	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	22.95	-0.2%	0.5%	-0.1%	-1.3%	-0.1%	4.3%	3.6%	-1.0%	21.0%	27.3%	24.1%	29.8%	-1.8%	Jan '26
Ultra Short- Janus AAA CLO	50.50	0%	0.2%	0.5%	0.9%	2.4%	6.6%	5.2%	1.0%	21.6%	25.5%	24.5%	26.8%	New Peak	Apr '26
Bank Loan- Invesco	20.49	-0.3%	0.0%	0.3%	-1.2%	1.8%	7.3%	6.9%	-0.9%	24.0%	27.7%	25.8%	32.1%	-1.2%	Jan '26
Interval CEF- Cliffwater	10.31	0%	0.2%	0.4%	1.0%	3.2%	8.2%	8.9%	1.2%	36.3%	59.0%	48.9%	42.2%	New Peak	Apr '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	54.28	0.1%	4.7%	2.6%	-0.1%	7.1%	32.2%	17.7%	2.0%	81.3%	104.8%	90.1%	110.0%	-1.4%	Feb '26
Int’l Min Volatility- Franklin	41.18	-0.10%	0.9%	3.4%	10.4%	21.7%	44.8%	27.1%	12.3%	80.5%	117.1%	100.2%	115.0%	-0.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.56	-0.04%	3.7%	5.4%	-0.2%	11.7%	30.4%	3.0%	5.3%	78.6%	100.5%	96.6%	102.1%	-3.4%	Feb '26
Small Value- Avantis	114.73	-0.6%	3.0%	6.2%	7.2%	21.3%	47.5%	7.4%	12.8%	63.0%	70.8%	52.6%	75.2%	-0.6%	Apr '26
Mid Value- Pacer Cash Cows	61.50	-1.0%	-1.6%	-2.4%	-0.5%	12.0%	25.9%	9.0%	2.5%	36.5%	62.9%	41.7%	53.3%	-5.0%	Feb '26
Growth- S&P Momentum	123.34	0.5%	7.5%	4.2%	3.0%	4.6%	38.5%	26.6%	3.7%	126.3%	133.7%	101.4%	147.5%	-0.2%	Oct '25
Invesco S&P Quality	78.76	-0.5%	4.0%	2.0%	2.2%	9.8%	26.0%	13.2%	5.3%	72.5%	84.6%	56.7%	106.6%	-2.3%	Feb '26
Rotation Factor- BlackRock	61.24	0.05%	4.2%	1.6%	-0.3%	6.3%	32.6%	20.0%	1.0%	94.3%	93.1%	70.7%	131.3%	-0.9%	Feb '26
US Min Volatility- Fidelity	66.45	-0.7%	2.0%	-0.2%	-1.5%	3.7%	16.1%	11.8%	0.0%	44.7%	57.4%	36.0%	65.9%	-2.8%	Feb '26
Derivative Income- JPMorgan	57.54	-0.4%	1.9%	-0.7%	0.0%	6.1%	15.1%	8.1%	1.7%	32.5%	50.2%	31.7%	50.4%	-3.3%	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	16.64	0.12%	1.5%	2.0%	5.6%	5.0%	12.4%	6.5%	5.2%	30.7%	38.1%	36.3%	35.8%	New Peak	Apr '26
Multistrategy- AQR	14.53	-0.5%	-0.3%	0.8%	2.8%	7.7%	18.7%	16.4%	3.7%	47.8%	75.3%	70.4%	52.2%	-0.5%	Apr '26
Long Short- AQR	20.53	-1.0%	-1.2%	-0.7%	-2.3%	6.2%	22.8%	34.4%	-3.0%	101.8%	170.9%	150.5%	138.9%	-3.6%	Dec '25
Mkt Neutral- BlackRock	15.27	-0.3%	0.1%	2.7%	3.3%	10.7%	18.8%	18.3%	4.7%	67.9%	73.5%	77.1%	77.7%	-0.4%	Apr '26
Multi Strategy- Variant	26.12	0.04%	0.1%	0.6%	1.4%	3.2%	6.8%	7.2%	1.5%	22.1%	47.6%	35.8%	27.3%	New Peak	Apr '26
Long Short- First Trust	72.33	-0.08%	2.5%	2.6%	1.3%	6.9%	17.5%	9.1%	2.0%	46.9%	63.6%	46.5%	61.9%	-0.1%	Apr '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)	317.24	-0.4%	7.3%	2.8%	-3.4%	34.3%	102.6%	66.0%	1.4%	203.6%	181.7%	120.6%	227.9%	-7.6%	Feb '26
Meta (Communications)	629.86	0.2%	9.6%	-3.7%	-3.5%	-10.5%	16.2%	13.1%	-4.5%	196.8%	103.2%	87.5%	397.9%	-20.1%	Aug '25
Amazon (Cyclical)	238.38	2.0%	13.6%	12.1%	-3.6%	10.2%	28.9%	5.2%	3.3%	138.6%	41.4%	39.9%	111.1%	-6.1%	Nov '25
Tesla (Cyclical)	348.95	1.0%	-3.2%	-14.4%	-21.6%	-15.6%	38.3%	11.4%	-22.4%	86.8%	54.6%	-12.7%	60.6%	-28.8%	Dec '25
Procter & Gamble (Defensive)	145.16	-1.0%	1.4%	-5.3%	3.0%	-1.7%	-10.6%	-12.3%	2.0%	4.0%	20.8%	-0.8%	27.6%	-16.5%	Dec '24
PepsiCo (Defensive)	157.06	-0.3%	0.0%	-1.9%	13.3%	6.6%	13.1%	-1.8%	10.4%	-5.0%	28.7%	3.8%	3.9%	-11.4%	May '23
Coca-Cola (Defensive)	77.47	-0.9%	1.0%	0.5%	10.6%	17.2%	11.6%	15.6%	11.6%	35.4%	69.1%	48.2%	55.9%	-4.4%	Feb '26
Exxon Mobil (Energy)	152.51	-1.6%	-5.1%	0.6%	23.2%	39.9%	52.9%	16.0%	27.6%	46.4%	230.6%	178.5%	74.3%	-11.1%	Mar '26
Chevron (Energy)	188.55	-1.0%	-5.2%	-1.7%	17.4%	29.3%	45.3%	10.1%	24.9%	26.5%	125.6%	87.6%	38.1%	-10.7%	Mar '26
JPMorgan Chase (Financial)	309.87	-0.1%	5.7%	7.8%	-5.9%	3.4%	33.1%	37.3%	-3.4%	156.8%	123.8%	113.8%	223.5%	-7.4%	Jan '26
Visa (Financial)	304.36	-1.3%	1.2%	-1.5%	-12.8%	-11.1%	-8.0%	11.8%	-13.0%	36.3%	41.9%	41.9%	75.4%	-18.0%	Jun '25
Mastercard (Financial)	498.66	-1.0%	1.1%	-1.1%	-13.4%	-10.4%	-1.8%	9.0%	-12.5%	39.1%	34.8%	37.8%	79.4%	-16.5%	Aug '25
Bank of America (Financial)	52.54	-0.3%	6.4%	8.3%	-5.4%	9.2%	49.4%	28.0%	-3.9%	97.8%	48.3%	26.7%	92.6%	-7.7%	Jan '26
UnitedHealth (Health)	304.33	-0.8%	9.8%	6.7%	-10.8%	-12.9%	-47.8%	-33.1%	-7.1%	-38.0%	-11.9%	-34.7%	-35.0%	-49.5%	Nov '24
Johnson & Johnson (Health)	238.46	-1.2%	-1.9%	-1.9%	17.3%	26.5%	61.5%	47.5%	15.8%	58.7%	70.3%	57.1%	62.5%	-4.1%	Mar '26
Eli Lilly (Health)	939.47	-1.6%	0.4%	-6.0%	-11.5%	13.1%	29.2%	40.2%	-12.4%	163.9%	435.3%	259.5%	197.7%	-15.2%	Nov '25
Union Pacific (Industrials)	250.51	-0.3%	2.4%	-0.2%	10.2%	12.3%	17.3%	3.9%	8.9%	34.9%	25.6%	11.5%	41.5%	-6.2%	Mar '26
Honeywell (Industrials)	235.04	-0.4%	2.4%	-1.8%	13.9%	25.5%	28.3%	-6.4%	21.1%	38.4%	21.7%	31.9%	55.5%	-5.2%	Mar '26
Nvidia (IT)	188.63	2.6%	6.3%	1.4%	2.0%	3.0%	70.1%	38.9%	1.1%	594.9%	1213.2%	527.5%	1542.4%	-8.9%	Oct '25
Broadcom (IT)	371.55	4.7%	18.1%	9.0%	7.9%	14.9%	105.9%	50.6%	7.6%	522.0%	746.6%	506.0%	812.0%	-9.7%	Dec '25
Adobe (IT)	225.35	-2.0%	-7.2%	-17.7%	-32.5%	-33.2%	-36.1%	-21.3%	-35.6%	-39.3%	-55.3%	-60.1%	-21.2%	-64.5%	Feb '24
Oracle (IT)	138.09	0.2%	-5.7%	-15.3%	-30.4%	-52.7%	5.0%	18.1%	-29.0%	51.7%	94.8%	66.3%	125.3%	-57.8%	Sep '25
salesforce.com (IT)	164.96	-3.4%	-11.9%	-15.0%	-36.5%	-31.6%	-35.0%	-20.2%	-37.7%	-11.6%	-27.8%	-34.6%	17.3%	-54.8%	Dec '24
Linde PLC (Materials)	503.15	-0.03%	0.1%	4.5%	13.7%	11.7%	15.4%	3.2%	18.4%	46.0%	89.1%	57.4%	94.0%	-0.9%	Mar '26
Sherwin-Williams (Materials)	336.11	0.11%	5.7%	4.1%	-4.6%	1.5%	0.7%	-3.8%	4.0%	52.5%	37.6%	3.0%	72.2%	-15.0%	Nov '24
American Tower (Real Estate)	179.29	-0.4%	3.2%	-1.9%	6.4%	-3.0%	-13.7%	-0.9%	2.1%	-5.7%	-13.6%	-28.9%	8.8%	-22.3%	Sep '24
Prologis Inc. (Real Estate)	137.19	-0.6%	2.6%	2.9%	6.9%	25.3%	47.5%	25.1%	8.3%	23.1%	44.4%	-5.4%	52.4%	-3.1%	Mar '26
NextEra Energy (Utilities)	94.08	-0.4%	1.0%	2.6%	18.6%	14.4%	47.2%	15.5%	18.0%	31.1%	37.4%	15.2%	42.8%	-1.0%	Feb '26
Duke Energy (Utilities)	131.79	-0.9%	-0.3%	1.4%	13.8%	5.5%	14.7%	12.7%	13.4%	49.1%	64.1%	50.3%	75.9%	-1.3%	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	15.78	-0.13%	1.0%	0.2%	0.1%	2.2%	10.6%	9.4%	0.8%	21.2%	11.6%	9.2%	30.8%	-1.6%	Feb '26
Moderate-60% Stock	66.01	-0.06%	2.5%	0.6%	0.0%	5.1%	21.2%	16.4%	1.5%	42.3%	35.5%	27.5%	61.9%	-2.4%	Feb '26
Mod Agg-80% Stock	52.11	-0.06%	3.3%	1.3%	0.6%	7.2%	27.8%	19.6%	2.7%	54.9%	46.9%	36.4%	79.2%	-2.2%	Feb '26
Aggressive-90% Stock	31.57	0.10%	4.3%	2.4%	1.8%	9.7%	32.9%	20.9%	4.3%	57.6%	50.1%	37.1%	83.1%	-1.8%	Feb '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	72992.80	0.04%	9.1%	4.0%	-19.4%	-35.5%	-12.5%	-6.3%	-16.6%	141.4%	25.3%	57.1%	281.0%	-41.5%	Oct '25
Ethereum	2245.33	0.03%	9.2%	9.4%	-27.2%	-41.6%	43.3%	-11.0%	-24.3%	18.7%	8.4%	-40.3%	73.4%	-53.5%	Aug '25
BNB	607.42	0.2%	4.2%	-6.8%	-32.2%	-45.1%	3.6%	23.1%	-29.6%	88.2%	34.0%	18.6%	124.2%	-53.6%	Oct '25
Solana	84.75	-0.08%	7.3%	-2.1%	-37.6%	-55.1%	-30.3%	-34.2%	-31.9%	268.2%	205.1%	-50.2%	171.9%	-67.6%	Jan '25
Bitcoin ETF	41.56	1.6%	9.5%	3.7%	-18.8%	-37.2%	-12.8%	-6.4%	-16.3%	-	-	-	-	-41.7%	Oct '25
Grayscale Bitcoin (hi fee)	57.04	1.7%	9.4%	3.6%	-19.1%	-37.6%	-13.9%	-7.6%	-16.6%	256.3%	27.2%	84.3%	463.3%	-42.1%	Oct '25
Bloomberg Commodities	23.70	-0.5%	-3.9%	-0.2%	18.6%	28.5%	34.4%	14.9%	21.4%	40.1%	81.5%	54.1%	33.6%	-4.2%	Apr '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	4.91	0.3%	0.5%	1.2%	2.0%	6.0%	0.8%	1.1%	1.5%	35.7%	110.1%	143.7%	26.5%	-3.7%	Oct '23
10yr Treasury rate	4.32	0.6%	0.1%	2.6%	3.5%	6.6%	-3.9%	-9.0%	3.7%	25.7%	159.1%	165.2%	10.6%	-13.5%	Oct '23
5yr Treasury rate	3.94	0.6%	-0.2%	4.2%	4.8%	8.0%	-5.3%	-15.0%	5.8%	11.0%	353.8%	188.6%	-4.2%	-20.6%	Oct '23
13-week T-bill	3.59	0.1%	-0.4%	-0.2%	2.3%	-6.7%	-14.7%	-15.7%	1.3%	-26.4%	119666.7%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	95.63	-2.3%	-14.3%	9.6%	61.8%	62.4%	55.5%	-19.9%	66.5%	17.3%	61.2%	25.7%	9.6%	-15.3%	Apr '26
Gold	4771.00	-0.4%	2.6%	-7.7%	6.3%	20.0%	48.1%	64.5%	10.3%	138.0%	173.7%	165.1%	185.6%	-10.3%	Jan '26
USD/EUR	0.85	-0.3%	-1.6%	-1.0%	-0.6%	-	-	-11.4%	0.2%	-6.9%	-	-3.0%	-17.2%	-12.7%	Jan '25
USD/JPY	159.24	0.08%	-0.2%	0.7%	1.5%	-	-	-0.4%	1.8%	19.2%	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	19.23	-1.3%	-19.4%	-20.6%	32.7%	-11.2%	-48.8%	-13.8%	28.6%	0.7%	15.2%	15.8%	-42.7%	-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	50.52	0.02%	-0.2%	-0.5%	0.1%	1.3%	4.9%	6.1%	0.2%	18.7%	18.0%	17.4%	22.7%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.31	-0.12%	0.4%	-0.4%	-0.3%	1.1%	7.3%	4.3%	0.2%	9.3%	6.2%	4.5%	16.0%	-1.6%	Feb '26
Interm Bond- Janus MSB	45.45	-0.1%	0.2%	0.1%	0.2%	1.9%	8.4%	8.8%	0.8%	13.7%	4.2%	4.4%	21.3%	-1.4%	Feb '26
Interm Bond- Vanguard	77.16	-0.2%	0.1%	-0.6%	-0.4%	0.3%	6.7%	8.5%	-0.3%	12.0%	2.4%	1.9%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.95	0.11%	0.7%	1.3%	0.6%	2.7%	10.5%	8.2%	1.0%	30.7%	36.1%	29.6%	36.2%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.13	-0.08%	0.9%	-0.5%	-0.9%	1.0%	6.7%	8.2%	-0.4%	16.7%	14.1%	13.3%	27.3%	-2.2%	Feb '26
Long Bond- Vanguard	74.99	-0.4%	0.0%	0.5%	-1.0%	-1.2%	8.9%	7.2%	-0.3%	8.9%	-8.1%	-11.8%	24.5%	-3.2%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.5%	0.1%	-0.1%	1.0%	6.7%	3.3%	0.3%	8.9%	2.6%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.25	-0.09%	0.5%	-0.4%	-0.4%	1.3%	7.6%	3.4%	0.1%	7.4%	3.2%	2.1%	13.9%	-1.7%	Feb '26

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BelowPeak Jan '26

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Russell 2000 (Small Cap)

BelowPeak Jan '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.

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performance monitoring, and client presentations.
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