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S&P 500

-0.2%

BelowPeak Jan '26

Return

81.5%

[

19.9%

annualized]

Dec 30 2022 - Apr 14 2026

DJIA (Large Value)

-3.3%

BelowPeak Feb '26

Return

46.4%

[

12.3%

annualized]

Dec 30 2022 - Apr 14 2026

Russell 2000 (Small Cap)

-0.5%

BelowPeak Jan '26

Return

53.5%

[

13.9%

annualized]

Dec 30 2022 - Apr 14 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 14 04:00 PM EDT, next update at 04:10 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	6967.80	1.2%	5.3%	5.1%	0.6%	4.9%	28.9%	16.4%	1.8%	68.4%	68.9%	45.3%	94.8%	-0.2%	Jan '26
DJIA (Large Value)	48539.41	0.7%	4.2%	4.3%	-1.2%	4.9%	19.8%	13.0%	1.0%	43.2%	43.9%	32.7%	66.2%	-3.3%	Feb '26
Russell 2000 (Small Cap)	2704.03	1.3%	6.3%	9.0%	2.0%	8.4%	43.8%	11.3%	8.9%	51.8%	20.3%	19.0%	60.2%	-0.5%	Jan '26
NASDAQ Comp (Tech/Growth)	23634.11	1.9%	7.3%	6.9%	0.7%	4.9%	40.4%	20.4%	1.7%	94.9%	70.5%	49.3%	126.9%	-1.4%	Oct '25
Aggregate Bond	99.78	0.3%	0.6%	0.9%	0.4%	1.0%	6.3%	7.2%	0.9%	12.1%	1.7%	1.4%	18.4%	-1.0%	Feb '26
Corp Bond	110.00	0.3%	0.8%	2.1%	0.2%	0.4%	8.7%	7.9%	1.0%	14.7%	1.4%	-0.3%	26.4%	-0.8%	Feb '26
High Yield Bond	80.51	0.3%	1.0%	2.1%	0.8%	2.9%	10.7%	8.6%	1.3%	27.6%	21.3%	18.0%	38.1%	New Peak	Apr '26
Preferred	31.26	0.9%	2.6%	2.4%	-0.4%	2.0%	12.8%	4.9%	2.1%	20.0%	8.2%	3.4%	26.9%	-1.2%	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	52.01	-0.3%	3.9%	6.2%	7.2%	17.8%	30.2%	9.9%	15.2%	36.3%	42.3%	26.7%	62.7%	-2.6%	Feb '26
Consumer Discretionary/Cyclical	116.42	2.2%	8.0%	5.2%	-4.6%	-0.3%	23.3%	7.4%	-2.3%	62.4%	36.8%	14.8%	72.6%	-6.3%	Jan '26
Financial Services	51.76	0.2%	3.8%	6.4%	-3.9%	-1.9%	11.5%	14.9%	-5.0%	65.2%	60.5%	41.0%	81.3%	-7.7%	Jan '26
Real Estate	94.21	0.9%	4.1%	3.3%	4.8%	7.2%	14.8%	3.3%	7.6%	31.0%	20.9%	-3.2%	42.0%	-0.7%	Mar '26
Communication Services	116.52	1.5%	4.2%	2.1%	0.2%	2.3%	28.4%	23.1%	-0.7%	103.2%	61.4%	55.8%	154.1%	-2.7%	Jan '26
Energy	55.92	-2.1%	-7.0%	-2.5%	17.1%	31.4%	45.8%	7.9%	25.9%	41.3%	173.2%	126.7%	57.0%	-10.6%	Mar '26
Industrials	173.34	0.4%	5.5%	5.6%	5.8%	13.8%	38.3%	19.3%	12.1%	81.6%	86.0%	76.4%	115.7%	-2.8%	Mar '26
Technology	147.90	1.6%	7.6%	8.2%	2.3%	5.4%	48.6%	24.6%	2.9%	103.1%	118.1%	74.1%	160.4%	-2.5%	Oct '25
Consumer Staples/Defensive	81.44	-0.1%	0.2%	-3.4%	-0.4%	4.4%	2.4%	1.5%	5.4%	17.5%	34.8%	18.1%	32.2%	-9.0%	Feb '26
Healthcare	148.76	0.5%	1.5%	-0.3%	-5.4%	5.4%	9.3%	14.5%	-3.5%	16.2%	36.0%	14.3%	29.3%	-6.8%	Feb '26
Utilities	46.47	0.2%	0.4%	-0.4%	8.4%	2.8%	23.0%	16.0%	9.6%	47.8%	63.9%	49.1%	68.1%	-2.0%	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	148.11	1.2%	5.6%	6.1%	2.3%	8.5%	33.7%	22.4%	4.7%	69.3%	64.4%	49.5%	103.1%	-0.4%	Feb '26
MSCI Emerging Markets	62.26	1.9%	8.6%	9.6%	7.8%	19.2%	51.3%	34.0%	13.8%	68.8%	30.3%	39.6%	96.6%	-1.7%	Feb '26
FTSE Europe	88.38	0.8%	5.8%	8.1%	3.1%	12.0%	32.6%	35.8%	6.2%	54.8%	59.3%	47.0%	115.4%	-1.9%	Feb '26
MSCI Japan	89.40	1.2%	4.6%	7.3%	5.1%	15.9%	39.8%	25.9%	10.7%	67.3%	45.2%	47.6%	101.0%	-4.9%	Feb '26
MSCI India	49.69	0.7%	4.9%	3.4%	-6.7%	-5.8%	-2.6%	2.7%	-8.1%	24.9%	30.7%	7.7%	23.7%	-15.4%	Sep '24
MSCI China	58.07	1.3%	4.4%	0.5%	-8.6%	-6.1%	17.4%	31.0%	-3.3%	28.7%	-20.3%	2.6%	57.0%	-12.2%	Oct '25
International Bond	48.22	0.4%	0.7%	0.7%	-0.1%	0.0%	2.7%	2.9%	0.5%	13.3%	1.5%	1.9%	18.0%	-1.6%	Feb '26
iShares Latin America	38.10	0.04%	7.0%	14.9%	17.5%	41.2%	74.5%	52.7%	25.1%	78.5%	92.0%	116.7%	94.4%	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	638.24	1.2%	5.3%	5.1%	0.8%	5.5%	30.4%	17.8%	2.1%	75.3%	81.2%	54.4%	104.6%	New Peak	Apr '26
US Large Growth	460.50	1.8%	6.6%	5.2%	-2.0%	-0.8%	31.2%	18.3%	-2.6%	91.5%	84.8%	53.6%	125.6%	-6.2%	Oct '25
US Large Value	224.69	0.4%	3.7%	5.0%	3.3%	11.6%	28.3%	15.7%	7.2%	54.2%	59.7%	45.0%	76.0%	New Peak	Apr '26

US MidCap Blend	301.93	0.7%	3.7%	4.9%	1.0%	4.2%	24.2%	11.6%	4.4%	50.9%	42.7%	27.4%	70.0%	-1.3%	Feb '26
US MidCap Growth	276.72	1.3%	5.4%	5.3%	-2.8%	-5.1%	18.2%	10.7%	-0.7%	46.2%	28.1%	13.5%	67.6%	-6.8%	Oct '25
US MidCap Value	190.53	0.2%	2.5%	4.6%	3.7%	11.2%	27.8%	12.1%	8.0%	52.3%	54.4%	39.5%	68.7%	-1.5%	Feb '26

US Small Blend	278.22	0.8%	4.8%	7.2%	2.3%	9.6%	35.5%	8.9%	8.3%	54.8%	36.6%	30.4%	69.2%	-0.2%	Feb '26
US Small Growth	346.01	2.1%	8.1%	9.8%	0.2%	5.0%	43.4%	12.9%	7.2%	56.5%	17.5%	20.1%	70.5%	-2.1%	Jan '26
US Small Value	202.01	0.6%	4.4%	8.5%	4.6%	13.5%	48.0%	12.4%	11.8%	58.4%	37.7%	30.5%	64.4%	New Peak	Apr '26

Foreign Large Blend	103.64	0.8%	5.4%	7.6%	4.4%	13.0%	34.5%	31.6%	7.9%	56.0%	55.2%	48.1%	105.8%	-1.9%	Feb '26
Foreign Growth	120.77	1.2%	7.0%	7.4%	1.6%	7.2%	25.8%	20.7%	6.0%	34.2%	25.9%	17.2%	77.6%	-2.1%	Feb '26
Foreign Value	78.50	0.4%	4.2%	8.0%	6.9%	18.8%	43.4%	42.2%	9.9%	79.9%	87.7%	84.1%	136.2%	-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	22.93		0.02%	-0.1%	0.7%	-0.7%	0.6%	4.5%	3.6%	-0.4%	22.6%	28.4%	24.8%	30.5%	-1.2%	Jan '26
Ultra Short- Janus AAA CLO	50.58		0.05%	0.2%	0.8%	1.0%	2.4%	6.4%	5.2%	1.1%	21.7%	25.5%	24.7%	27.0%	New Peak	Apr '26
Bank Loan- Invesco	20.55		0.2%	0.2%	1.0%	-0.8%	1.8%	7.0%	6.9%	-0.6%	24.4%	28.5%	26.1%	32.5%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.32	p	EOD	0.2%	0.5%	1.0%	3.2%	8.1%	8.9%	1.3%	36.3%	58.8%	49.0%	42.3%	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	55.44		1.1%	5.9%	7.1%	2.6%	7.8%	34.2%	17.7%	4.1%	83.8%	108.6%	94.2%	114.5%	New Peak	Apr '26
Int’l Min Volatility- Franklin	41.13		-0.4%	0.6%	3.4%	8.6%	20.2%	43.8%	27.1%	12.1%	80.1%	118.3%	100.0%	114.7%	-0.7%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.89	p	EOD	4.6%	9.6%	0.5%	9.0%	30.6%	3.0%	6.7%	81.2%	104.5%	99.2%	104.7%	-2.2%	Feb '26
Small Value- Avantis	115.45		-0.4%	2.7%	8.6%	7.6%	17.2%	47.3%	7.4%	13.5%	63.9%	70.8%	53.6%	76.3%	-0.4%	Apr '26
Mid Value- Pacer Cash Cows	62.03		-0.06%	-0.5%	-0.3%	-0.1%	10.8%	25.8%	9.0%	3.4%	37.5%	64.5%	42.9%	54.6%	-4.2%	Feb '26
Growth- S&P Momentum	126.66		1.7%	8.6%	9.3%	6.8%	5.6%	41.6%	26.6%	6.5%	130.8%	138.8%	106.8%	154.1%	New Peak	Apr '26
Invesco S&P Quality	79.62		0.5%	4.7%	5.2%	3.6%	9.0%	26.1%	13.2%	6.5%	73.1%	86.4%	58.4%	108.8%	-1.3%	Feb '26
Rotation Factor- BlackRock	62.49		1.3%	5.6%	5.8%	2.9%	7.0%	34.3%	20.0%	3.0%	96.2%	97.5%	74.2%	136.0%	New Peak	Apr '26
US Min Volatility- Fidelity	67.31		0.3%	2.7%	2.5%	-0.2%	3.9%	16.6%	11.8%	1.3%	45.7%	59.5%	37.8%	68.0%	-1.5%	Feb '26
Derivative Income- JPMorgan	57.83		-0.05%	2.3%	2.1%	1.1%	5.7%	15.0%	8.1%	3.0%	33.7%	52.0%	33.4%	52.3%	-2.1%	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	16.68	p	EOD	0.5%	1.8%	6.0%	5.0%	12.2%	6.5%	5.5%	30.1%	37.4%	36.6%	36.1%	New Peak	Apr '26
Multistrategy- AQR	14.56	p	EOD	-0.1%	1.6%	2.8%	7.2%	18.1%	16.4%	3.9%	47.3%	75.1%	70.7%	52.6%	-0.3%	Apr '26
Long Short- AQR	20.55	p	EOD	-0.8%	0.7%	-1.5%	5.4%	22.2%	34.4%	-2.9%	100.1%	170.9%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.31	p	EOD	0.1%	3.2%	3.8%	10.3%	19.3%	18.3%	5.0%	67.2%	73.2%	77.5%	78.1%	-0.1%	Apr '26
Multi Strategy- Variant	26.14	p	EOD	0.2%	0.6%	1.8%	3.2%	6.9%	7.2%	1.6%	22.1%	47.5%	35.9%	27.4%	New Peak	Apr '26
Long Short- First Trust	72.61		0.10%	2.9%	4.5%	2.4%	5.7%	17.3%	9.1%	2.4%	46.6%	64.8%	47.0%	62.6%	New Peak	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)	332.70	3.5%	8.9%	10.1%	-0.9%	35.7%	109.9%	66.0%	6.4%	208.1%	199.3%	131.4%	243.8%	-3.1%	Feb '26
Meta (Communications)	662.30	4.4%	15.2%	8.0%	7.7%	-6.4%	25.0%	13.1%	0.4%	201.4%	120.4%	97.2%	423.5%	-16.0%	Aug '25
Amazon (Cyclical)	249.01	3.8%	16.5%	19.9%	5.2%	15.1%	36.7%	5.2%	7.9%	142.9%	49.4%	46.1%	120.6%	-2.0%	Nov '25
Tesla (Cyclical)	364.26	3.4%	5.1%	-6.9%	-17.1%	-15.1%	44.3%	11.4%	-19.0%	96.9%	49.2%	-8.9%	67.7%	-25.6%	Dec '25
Procter & Gamble (Defensive)	144.40	0.6%	2.2%	-4.2%	-0.6%	-1.8%	-12.3%	-12.3%	1.5%	3.2%	20.8%	-1.3%	27.0%	-16.9%	Dec '24
PepsiCo (Defensive)	155.66	-0.1%	1.6%	-2.6%	7.6%	4.7%	10.3%	-1.8%	9.4%	-6.1%	27.9%	2.9%	3.0%	-12.2%	May '23
Coca-Cola (Defensive)	75.90	-0.7%	0.0%	-1.9%	7.0%	14.0%	7.8%	15.6%	9.3%	31.6%	66.0%	45.2%	52.8%	-6.3%	Feb '26
Exxon Mobil (Energy)	149.23	-2.2%	-9.0%	-4.4%	15.4%	35.0%	49.3%	16.0%	24.8%	42.4%	215.3%	172.5%	70.6%	-13.0%	Mar '26
Chevron (Energy)	186.98	-2.5%	-7.2%	-5.0%	12.9%	25.3%	44.4%	10.1%	23.9%	23.1%	120.8%	86.1%	36.9%	-11.4%	Mar '26
JPMorgan Chase (Financial)	311.16	-0.8%	4.6%	10.3%	1.6%	4.0%	35.1%	37.3%	-2.5%	140.2%	133.5%	115.8%	226.5%	-6.5%	Jan '26
Visa (Financial)	311.37	0.6%	2.9%	1.4%	-5.2%	-10.3%	-6.4%	11.8%	-11.0%	36.1%	45.5%	45.2%	79.5%	-16.1%	Jun '25
Mastercard (Financial)	513.12	0.9%	3.2%	3.2%	-6.0%	-9.4%	0.7%	9.0%	-9.8%	40.2%	39.6%	42.1%	84.9%	-13.9%	Aug '25
Bank of America (Financial)	53.35	-0.01%	6.1%	14.2%	2.2%	7.7%	48.7%	28.0%	-2.5%	95.3%	51.0%	28.6%	95.5%	-6.3%	Jan '26
UnitedHealth (Health)	314.32	0.4%	2.1%	11.4%	-5.4%	-11.4%	-44.9%	-33.1%	-4.0%	-34.9%	-8.8%	-32.5%	-32.9%	-47.9%	Nov '24
Johnson & Johnson (Health)	240.10	0.9%	0.7%	-0.6%	10.4%	27.3%	59.9%	47.5%	16.6%	58.3%	72.9%	58.2%	63.6%	-3.4%	Mar '26
Eli Lilly (Health)	922.50	-0.8%	-0.9%	-6.4%	-13.9%	13.9%	23.2%	40.2%	-14.0%	151.7%	429.9%	253.0%	192.4%	-16.7%	Nov '25
Union Pacific (Industrials)	252.06	0.3%	2.4%	4.0%	11.6%	12.2%	16.1%	3.9%	9.5%	36.0%	26.7%	12.2%	42.4%	-5.6%	Mar '26
Honeywell (Industrials)	233.20	-0.2%	4.2%	-0.6%	10.0%	19.9%	26.2%	-6.4%	20.1%	34.2%	19.5%	30.9%	54.3%	-6.0%	Mar '26
Nvidia (IT)	196.44	3.8%	10.3%	9.0%	7.3%	9.1%	77.5%	38.9%	5.3%	634.8%	1189.1%	553.5%	1610.4%	-5.1%	Oct '25
Broadcom (IT)	380.67	0.2%	14.0%	18.4%	12.2%	11.1%	115.2%	50.6%	10.2%	539.4%	781.5%	520.8%	834.4%	-7.5%	Dec '25
Adobe (IT)	235.67	-1.8%	-1.9%	-5.5%	-22.6%	-29.8%	-32.8%	-21.3%	-32.7%	-37.9%	-53.8%	-58.2%	-17.6%	-62.9%	Feb '24
Oracle (IT)	163.03	4.8%	14.3%	5.5%	-15.5%	-45.1%	22.3%	18.1%	-15.8%	76.5%	127.1%	97.0%	166.9%	-50.0%	Sep '25
salesforce.com (IT)	171.29	-0.9%	-6.1%	-10.9%	-28.3%	-28.3%	-32.2%	-20.2%	-35.2%	-10.7%	-23.8%	-32.0%	22.1%	-53.0%	Dec '24
Linde PLC (Materials)	499.58	-1.8%	1.0%	1.1%	13.9%	9.5%	13.5%	3.2%	17.6%	44.4%	87.6%	56.3%	92.6%	-1.8%	Apr '26
Sherwin-Williams (Materials)	333.64	-0.2%	6.3%	4.3%	-5.6%	0.0%	-1.3%	-3.8%	3.2%	51.8%	36.7%	2.3%	70.9%	-15.6%	Nov '24
American Tower (Real Estate)	176.38	-2.5%	1.3%	-4.4%	-0.6%	-4.5%	-16.9%	-0.9%	0.5%	-6.4%	-15.9%	-30.1%	7.0%	-23.6%	Sep '24
Prologis Inc. (Real Estate)	138.39	0.9%	3.9%	5.9%	5.5%	21.8%	45.7%	25.1%	9.3%	27.1%	45.4%	-4.6%	53.8%	-2.3%	Mar '26
NextEra Energy (Utilities)	91.33	-1.0%	-2.5%	-1.6%	12.2%	9.4%	38.9%	15.5%	14.5%	27.8%	31.4%	11.8%	38.6%	-3.9%	Feb '26
Duke Energy (Utilities)	129.78	-0.5%	-1.5%	-2.5%	10.3%	3.3%	11.4%	12.7%	11.7%	49.4%	59.5%	48.0%	73.2%	-2.8%	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	15.83	p	EOD	1.2%	1.5%	0.3%	2.0%	10.3%	9.4%	1.2%	21.9%	11.8%	9.5%	31.3%	-1.3%	Feb '26
Moderate-60% Stock	66.95		0.8%	3.6%	4.2%	1.8%	6.1%	22.9%	16.4%	3.5%	44.9%	38.0%	30.0%	65.0%	-0.5%	Feb '26
Mod Agg-80% Stock	52.52	p	EOD	3.7%	4.2%	1.3%	6.6%	27.6%	19.6%	3.5%	55.2%	48.0%	37.5%	80.6%	-1.4%	Feb '26
Aggressive-90% Stock	31.87	p	EOD	4.7%	5.9%	2.7%	9.1%	33.0%	20.9%	5.3%	57.9%	51.2%	38.4%	84.9%	-0.8%	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	74254.72	-0.3%	3.2%	4.6%	-23.4%	-34.4%	-12.2%	-6.3%	-15.1%	143.6%	17.7%	59.8%	287.6%	-40.5%	Oct '25
Ethereum	2314.22	-2.4%	3.2%	10.6%	-31.0%	-43.9%	42.6%	-11.0%	-22.0%	10.1%	-5.0%	-38.5%	78.7%	-52.1%	Aug '25
BNB	614.11	-0.2%	-1.1%	-6.4%	-35.3%	-49.3%	5.1%	23.1%	-28.9%	86.6%	11.7%	19.9%	126.6%	-53.1%	Oct '25
Solana	83.85	-3.2%	-2.1%	-4.9%	-42.9%	-58.6%	-35.2%	-34.2%	-32.6%	238.5%	216.7%	-50.8%	169.0%	-68.0%	Jan '25
Bitcoin ETF	42.11	1.3%	7.7%	4.3%	-24.0%	-34.1%	-12.8%	-6.4%	-15.2%	-	-	-	-	-40.9%	Oct '25
Grayscale Bitcoin (hi fee)	57.80	1.2%	7.6%	4.2%	-24.3%	-34.5%	-13.9%	-7.6%	-15.4%	267.1%	24.2%	86.7%	470.8%	-41.3%	Oct '25
Bloomberg Commodities	23.94	0.08%	-2.7%	-0.6%	17.3%	28.6%	36.1%	14.9%	22.6%	40.5%	79.8%	55.6%	35.0%	-3.2%	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	4.87	-0.7%	-1.1%	-0.8%	1.5%	5.3%	1.5%	1.1%	0.6%	30.2%	109.4%	141.5%	25.3%	-4.6%	Oct '23
10yr Treasury rate	4.26	-1.0%	-2.0%	-0.7%	2.8%	5.8%	-2.5%	-9.0%	2.2%	20.8%	159.8%	161.4%	9.1%	-14.7%	Oct '23
5yr Treasury rate	3.87	-1.2%	-2.6%	-0.1%	4.1%	7.4%	-3.2%	-15.0%	4.0%	7.2%	350.1%	183.6%	-5.9%	-22.0%	Oct '23
13-week T-bill	3.61	0.2%	-0.1%	0.2%	1.5%	-6.3%	-13.9%	-15.7%	1.8%	-26.3%	23980.0%	6715.1%	2.2%	-32.5%	Oct '23
Crude Oil	91.96	-7.2%	-18.6%	-6.8%	48.3%	56.7%	49.5%	-19.9%	60.2%	11.4%	45.6%	20.9%	5.4%	-18.6%	Apr '26
Gold	4867.70	2.6%	4.5%	-3.7%	5.2%	17.6%	51.9%	64.5%	12.5%	143.1%	180.6%	170.5%	191.4%	-8.5%	Jan '26
USD/EUR	0.85	-0.2%	-0.9%	-2.3%	-1.3%	-1.6%	-3.9%	-11.4%	-0.4%	-	1.6%	-3.6%	-17.7%	-13.1%	Jan '25
USD/JPY	158.88	-0.2%	0.1%	-0.2%	-0.2%	4.7%	10.9%	-0.4%	1.6%	-	45.9%	38.0%	8.3%	-1.7%	Jul '24
S&P 500 Volatility Index	18.41	-3.7%	-28.6%	-32.3%	9.9%	-11.5%	-40.4%	-13.8%	23.1%	7.9%	8.4%	10.9%	-45.2%	-64.8%	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	50.59		0.10%	-0.1%	-0.1%	0.1%	1.2%	4.8%	6.1%	0.3%	18.7%	18.2%	17.6%	22.8%	-0.6%	Feb '26
Interm Muni- JPMorgan	50.42		0.06%	0.6%	0.1%	0.1%	1.5%	6.9%	4.3%	0.7%	9.9%	6.5%	5.0%	16.6%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.67		0.3%	0.7%	0.9%	0.6%	2.2%	8.3%	8.8%	1.3%	14.7%	4.5%	4.9%	21.9%	-0.9%	Feb '26
Interm Bond- Vanguard	77.56		0.3%	0.6%	0.9%	0.3%	0.9%	7.0%	8.5%	0.6%	13.2%	3.2%	2.8%	20.7%	-1.2%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.6%	1.5%	0.6%	2.5%	10.2%	8.2%	1.0%	30.4%	36.2%	29.6%	36.2%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.38		0.4%	1.4%	1.6%	-0.2%	1.4%	7.1%	8.2%	0.5%	18.0%	15.2%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	75.71		0.4%	1.1%	3.1%	-0.2%	-0.7%	9.7%	7.2%	1.2%	11.5%	-7.1%	-10.6%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	0.5%	0.4%	0.0%	1.1%	6.1%	3.3%	0.4%	9.2%	2.4%	0.6%	15.7%	-1.1%	Feb '26
Long Muni- iShares	57.36		0.04%	0.7%	0.1%	-0.1%	1.7%	7.2%	3.4%	0.6%	8.3%	3.4%	2.5%	14.4%	-1.3%	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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