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S&P 500

NewNew Peak

Return

98.2%

[

22.1%

annualized]

Dec 30 2022 - Jun 02 2026

DJIA (Large Value)

NewNew Peak

Return

54.4%

[

13.5%

annualized]

Dec 30 2022 - Jun 02 2026

Russell 2000 (Small Cap)

-0.3%

BelowPeak May '26

Return

66.2%

[

16.0%

annualized]

Dec 30 2022 - Jun 02 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 Jun 02 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	7609.02	0.12%	1.2%	5.2%	10.6%	11.4%	28.2%	16.4%	11.2%	77.7%	80.8%	58.6%	112.7%	NewNew Peak	Jun '26
DJIA (Large Value)	51185.53	0.2%	1.4%	3.4%	4.7%	7.8%	21.0%	13.0%	6.5%	51.6%	47.9%	39.9%	75.2%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2927.88	0.8%	0.3%	4.1%	10.2%	18.8%	41.4%	11.3%	18.0%	59.9%	27.4%	28.8%	73.5%	-0.3%	May '26
NASDAQ Comp (Tech/Growth)	27106.13	0.07%	1.7%	7.9%	19.2%	15.8%	40.9%	20.4%	16.6%	104.7%	97.0%	71.2%	160.2%	NewNew Peak	Jun '26
Aggregate Bond	98.68	-0.01%	0.0%	-0.2%	-1.3%	0.1%	4.9%	7.2%	0.1%	12.1%	0.5%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.90	-0.02%	0.1%	0.3%	-1.0%	0.1%	6.0%	7.9%	0.3%	15.5%	0.0%	-0.9%	25.6%	-1.4%	Feb '26
High Yield Bond	79.81	-0.04%	-0.5%	-0.3%	0.4%	1.5%	6.3%	8.6%	1.0%	27.2%	19.9%	17.6%	37.6%	-0.6%	May '26
Preferred	31.36	-0.11%	0.1%	-0.1%	0.6%	3.6%	9.8%	4.9%	2.9%	21.4%	7.8%	4.2%	27.9%	-1.1%	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	51.39	0.9%	0.8%	0.1%	-3.1%	17.4%	20.6%	9.9%	13.8%	38.7%	29.4%	25.2%	60.7%	-3.7%	Feb '26
Consumer Discretionary/Cyclical	117.75	-0.4%	-1.4%	-0.7%	2.2%	0.0%	10.8%	7.4%	-1.2%	53.7%	42.8%	16.1%	74.6%	-5.2%	Jan '26
Financial Services	51.46	0.06%	-0.8%	-0.9%	0.8%	-1.8%	2.5%	14.9%	-5.6%	64.6%	46.6%	40.1%	80.3%	-8.3%	Jan '26
Real Estate	94.46	0.4%	-2.8%	-1.7%	-0.5%	7.1%	9.8%	3.3%	7.9%	30.1%	11.1%	-3.0%	42.4%	-2.8%	May '26
Communication Services	114.26	-1.2%	-1.1%	-2.1%	-2.7%	-0.2%	13.5%	23.1%	-2.6%	86.9%	52.9%	52.8%	149.2%	-4.5%	Jan '26
Energy	57.99	1.2%	0.3%	-1.5%	2.3%	30.6%	45.0%	7.9%	30.6%	60.0%	152.4%	135.1%	62.9%	-7.3%	Mar '26
Industrials	173.57	0.7%	-0.4%	0.3%	-2.7%	14.3%	23.3%	19.3%	12.2%	79.8%	77.9%	76.6%	116.0%	-2.7%	Mar '26
Technology	197.06	0.7%	6.4%	21.7%	41.4%	36.6%	70.1%	24.6%	37.0%	141.1%	195.2%	132.0%	246.9%	NewNew Peak	Jun '26
Consumer Staples/Defensive	81.88	-0.2%	-2.1%	-2.7%	-7.2%	5.4%	1.5%	1.5%	6.0%	20.7%	31.8%	18.7%	32.9%	-8.5%	Feb '26
Healthcare	146.15	-1.1%	-1.6%	0.7%	-7.4%	-4.5%	12.1%	14.5%	-5.2%	17.9%	30.5%	12.3%	27.0%	-8.4%	Feb '26
Utilities	43.83	1.7%	-3.3%	-5.8%	-6.8%	1.2%	9.7%	16.0%	3.4%	47.5%	56.6%	40.6%	58.6%	-7.5%	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	159.66	0.4%	1.2%	5.3%	8.9%	14.1%	30.3%	22.4%	12.8%	79.0%	72.5%	61.1%	118.9%	NewNew Peak	Jun '26
MSCI Emerging Markets	70.57	0.7%	3.2%	10.0%	14.7%	31.8%	57.6%	34.0%	29.0%	92.3%	41.5%	58.2%	122.8%	NewNew Peak	Jun '26
FTSE Europe	88.79	0.3%	-0.8%	1.9%	1.1%	10.5%	18.2%	35.8%	6.7%	59.1%	50.2%	47.7%	116.4%	-1.4%	Feb '26
MSCI Japan	93.31	0.4%	0.4%	5.7%	3.4%	17.4%	30.1%	25.9%	15.6%	64.6%	53.2%	54.0%	109.8%	-0.7%	Feb '26
MSCI India	48.01	0.05%	-1.1%	-2.2%	-5.8%	-10.9%	-12.0%	2.7%	-11.2%	14.6%	14.7%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	57.35	3.5%	2.2%	-0.6%	-2.0%	-6.7%	10.1%	31.0%	-4.5%	36.4%	-23.3%	1.3%	55.1%	-13.3%	Oct '25
International Bond	48.17	0.11%	-0.1%	0.4%	-1.1%	0.3%	1.9%	2.9%	0.6%	12.6%	1.8%	2.0%	18.1%	-1.4%	Feb '26
iShares Latin America	34.94	0.6%	-1.2%	-3.5%	-3.7%	13.6%	44.4%	52.7%	14.7%	58.9%	56.3%	98.7%	78.3%	-8.3%	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	698.08	0.11%	1.2%	5.4%	10.9%	12.1%	29.6%	17.8%	11.7%	84.8%	93.9%	68.9%	123.8%	NewNew Peak	Jun '26
US Large Growth	128.47	-0.2%	2.2%	7.0%	13.9%	8.3%	29.4%	19.8%	8.7%	106.4%	126.6%	85.0%	167.0%	-0.2%	Jun '26
US Large Value	238.70	0.5%	0.2%	3.4%	6.4%	15.5%	28.6%	15.7%	13.9%	65.6%	62.5%	54.0%	86.9%	NewNew Peak	Jun '26

US MidCap Blend	79.71	0.7%	1.5%	3.2%	4.6%	12.1%	23.6%	17.0%	10.3%	81.4%	82.1%	62.6%	110.2%	NewNew Peak	Jun '26
US MidCap Growth	303.29	0.6%	3.0%	6.4%	9.3%	7.8%	13.0%	10.7%	8.9%	57.7%	40.6%	24.4%	83.7%	NewNew Peak	Jun '26
US MidCap Value	195.49	0.8%	0.2%	0.9%	1.1%	12.5%	23.7%	12.1%	10.8%	58.3%	50.1%	43.2%	73.1%	NewNew Peak	Jun '26

US Small Blend	294.42	0.5%	0.5%	3.4%	6.0%	15.7%	31.0%	8.9%	14.6%	61.0%	41.1%	38.0%	79.1%	NewNew Peak	Jun '26
US Small Growth	379.96	0.1%	0.1%	4.8%	12.3%	18.1%	40.5%	12.9%	17.7%	65.7%	32.0%	31.9%	87.3%	-0.7%	May '26
US Small Value	214.64	0.9%	0.0%	3.1%	8.2%	20.1%	45.0%	12.4%	18.8%	64.8%	37.4%	38.7%	74.7%	-0.3%	May '26

Foreign Large Blend	104.78	0.3%	-0.3%	2.6%	1.4%	12.3%	20.9%	31.6%	9.1%	58.9%	50.5%	49.7%	108.1%	-0.8%	Feb '26
Foreign Growth	123.53	0.4%	0.5%	3.9%	2.5%	10.6%	14.1%	20.7%	8.4%	37.1%	24.3%	19.9%	81.6%	NewNew Peak	Jun '26
Foreign Value	78.45	0.2%	-1.2%	1.4%	0.3%	13.9%	27.5%	42.2%	9.9%	82.9%	78.8%	84.0%	136.0%	-1.9%	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	22.91		-0.02%	-0.3%	-0.4%	2.4%	0.0%	1.6%	3.6%	0.1%	22.8%	28.0%	25.5%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.56		0.03%	-0.3%	0.1%	1.0%	2.1%	4.7%	5.2%	1.5%	21.1%	26.0%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		-0.07%	0.1%	-0.4%	2.5%	0.7%	4.4%	6.9%	-0.4%	24.0%	27.8%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.0%	0.5%	1.7%	2.8%	7.3%	8.9%	2.2%	35.0%	58.3%	50.5%	43.7%	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	59.15		0.10%	0.8%	3.4%	9.2%	12.2%	28.6%	17.7%	11.1%	88.4%	110.6%	107.2%	128.8%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	40.94		0.5%	-1.3%	0.2%	-0.3%	13.8%	29.6%	27.1%	11.6%	78.2%	111.2%	99.0%	113.7%	-1.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.51	p	EOD	1.1%	2.1%	11.4%	18.8%	29.8%	3.0%	17.5%	94.6%	113.1%	119.3%	125.4%	-1.6%	May '26
Small Value- Avantis	121.27		1.0%	-0.1%	1.1%	7.0%	20.8%	40.0%	7.4%	19.2%	71.4%	67.7%	61.3%	85.2%	-0.1%	May '26
Mid Value- Pacer Cash Cows	65.09		-0.6%	1.5%	2.4%	0.8%	10.6%	24.0%	9.0%	8.5%	50.3%	66.5%	50.0%	62.2%	-0.6%	Jun '26
Growth- S&P Momentum	153.84		1.0%	2.7%	14.4%	28.4%	29.8%	45.8%	26.6%	29.3%	190.3%	195.6%	151.1%	208.7%	NewNew Peak	Jun '26
Invesco S&P Quality	85.71		0.8%	0.1%	6.1%	6.7%	15.8%	23.0%	13.2%	14.6%	82.1%	98.0%	70.6%	124.8%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	68.01		0.6%	1.2%	6.0%	11.6%	12.4%	31.6%	20.0%	12.1%	102.2%	108.6%	89.6%	156.8%	NewNew Peak	Jun '26
US Min Volatility- Fidelity	70.26		-0.06%	0.2%	1.6%	3.5%	5.2%	16.4%	11.8%	5.7%	50.4%	64.0%	43.8%	75.4%	-0.2%	May '26
Derivative Income- JPMorgan	55.28		-0.08%	-1.7%	-2.7%	-5.5%	0.1%	6.9%	8.1%	-0.8%	27.9%	41.3%	28.5%	46.7%	-5.7%	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	17.43	p	EOD	0.7%	2.4%	8.1%	11.2%	13.6%	6.5%	10.2%	34.4%	42.3%	42.8%	42.3%	-0.1%	May '26
Multistrategy- AQR	14.75	p	EOD	0.0%	0.7%	1.2%	6.3%	14.0%	16.4%	5.3%	50.9%	73.8%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	21.04	p	EOD	0.6%	2.4%	0.5%	3.4%	15.1%	34.4%	-0.6%	106.4%	168.2%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	16.33	p	EOD	1.7%	4.5%	9.1%	15.0%	21.1%	18.3%	12.0%	80.0%	82.9%	89.3%	90.0%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.5%	1.7%	2.9%	7.0%	7.2%	2.4%	21.6%	45.5%	36.9%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.64		0.7%	-0.1%	1.3%	5.0%	4.5%	14.8%	9.1%	5.2%	49.2%	63.1%	51.1%	67.1%	-0.1%	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)	367.22	-2.4%	-5.6%	-4.8%	19.9%	16.4%	118.0%	66.0%	17.4%	197.0%	212.4%	155.4%	279.5%	-8.8%	May '26
Meta (Communications)	607.64	1.2%	-0.8%	-0.2%	-6.9%	-5.9%	-9.1%	13.1%	-7.9%	124.6%	86.1%	80.9%	380.3%	-22.9%	Aug '25
Amazon (Cyclical)	258.83	-0.9%	-2.4%	-3.5%	24.2%	10.4%	25.3%	5.2%	12.1%	108.3%	60.1%	51.9%	129.3%	-5.9%	May '26
Tesla (Cyclical)	420.26	1.1%	-3.1%	7.5%	4.2%	-2.1%	22.6%	11.4%	-6.6%	96.4%	108.4%	5.1%	93.5%	-14.2%	Dec '25
Procter & Gamble (Defensive)	139.48	-0.6%	-2.4%	-5.3%	-14.1%	-3.0%	-14.5%	-12.3%	-1.2%	2.9%	18.7%	-4.0%	23.6%	-19.2%	Dec '24
PepsiCo (Defensive)	141.75	0.2%	-2.7%	-9.9%	-14.5%	-2.8%	12.6%	-1.8%	-0.4%	-15.4%	11.7%	-6.3%	-6.2%	-20.0%	May '23
Coca-Cola (Defensive)	78.41	-0.3%	-2.5%	-0.2%	-1.6%	11.7%	12.1%	15.6%	12.9%	40.2%	64.0%	50.0%	57.8%	-4.3%	May '26
Exxon Mobil (Energy)	150.23	0.6%	0.3%	-1.0%	-1.9%	32.0%	50.4%	16.0%	26.5%	57.0%	196.3%	176.2%	72.9%	-11.8%	Mar '26
Chevron (Energy)	188.14	1.2%	1.9%	-1.3%	-0.8%	26.4%	40.9%	10.1%	24.7%	35.4%	111.8%	87.2%	37.8%	-10.9%	Mar '26
JPMorgan Chase (Financial)	300.55	1.3%	-2.0%	-3.8%	1.5%	-1.4%	15.8%	37.3%	-5.8%	129.1%	105.4%	108.4%	215.3%	-9.7%	Jan '26
Visa (Financial)	317.38	-1.7%	-2.8%	-3.0%	-0.8%	-3.3%	-12.4%	11.8%	-9.1%	41.9%	43.5%	48.3%	83.3%	-14.3%	Jun '25
Mastercard (Financial)	481.79	-2.7%	-2.3%	-2.8%	-7.4%	-11.5%	-16.6%	9.0%	-15.3%	31.2%	35.2%	33.4%	73.6%	-19.2%	Aug '25
Bank of America (Financial)	52.44	1.8%	0.5%	-1.5%	5.9%	-0.3%	21.7%	28.0%	-4.1%	95.9%	37.9%	26.4%	92.2%	-7.9%	Jan '26
UnitedHealth (Health)	375.86	-1.1%	-0.3%	1.9%	28.4%	17.5%	26.8%	-33.1%	14.7%	-20.2%	0.9%	-19.3%	-19.7%	-37.7%	Nov '24
Johnson & Johnson (Health)	223.01	-0.2%	-3.1%	-1.8%	-10.3%	9.1%	46.3%	47.5%	8.3%	54.2%	53.6%	46.9%	51.9%	-10.3%	Mar '26
Eli Lilly (Health)	1066.53	-1.4%	0.2%	10.9%	5.0%	2.3%	43.8%	40.2%	-0.4%	146.3%	461.5%	308.8%	238.6%	-5.3%	May '26
Union Pacific (Industrials)	264.73	0.5%	-1.8%	-0.6%	-0.8%	15.3%	23.0%	3.9%	15.0%	41.8%	31.4%	17.9%	49.5%	-4.8%	May '26
Honeywell (Industrials)	233.24	-1.4%	0.7%	10.4%	-5.4%	22.0%	12.1%	-6.4%	20.8%	32.7%	19.0%	31.7%	55.1%	-5.4%	Mar '26
Nvidia (IT)	224.99	0.3%	4.7%	13.4%	23.3%	24.0%	63.8%	38.9%	20.6%	472.6%	1244.3%	648.4%	1859.0%	-4.6%	May '26
Broadcom (IT)	482.67	4.9%	14.4%	14.6%	51.7%	27.0%	95.6%	50.6%	39.8%	518.6%	1026.2%	687.2%	1084.7%	NewNew Peak	Jun '26
Adobe (IT)	262.58	-4.2%	9.2%	4.7%	0.7%	-18.7%	-34.9%	-21.3%	-25.0%	-39.8%	-47.0%	-53.5%	-8.2%	-58.6%	Feb '24
Oracle (IT)	245.32	-1.1%	27.1%	42.8%	64.9%	22.7%	48.8%	18.1%	26.6%	140.0%	227.0%	196.5%	301.6%	-24.7%	Sep '25
salesforce.com (IT)	198.27	-5.4%	10.7%	7.9%	3.0%	-15.2%	-23.6%	-20.2%	-25.0%	-5.6%	-14.3%	-21.2%	41.4%	-45.6%	Dec '24
Linde PLC (Materials)	492.79	-0.9%	-4.3%	-3.0%	-2.9%	21.4%	7.5%	3.2%	16.0%	41.6%	75.3%	54.2%	90.0%	-4.8%	May '26
Sherwin-Williams (Materials)	292.91	-0.7%	-5.9%	-7.9%	-17.7%	-13.0%	-17.0%	-3.8%	-9.4%	24.6%	8.2%	-10.2%	50.1%	-25.9%	Nov '24
American Tower (Real Estate)	185.53	-1.1%	0.3%	2.2%	-1.5%	7.6%	-10.2%	-0.9%	6.7%	7.7%	-17.9%	-25.7%	13.7%	-18.8%	Sep '24
Prologis Inc. (Real Estate)	139.07	0.04%	-5.4%	-1.7%	-1.8%	9.6%	32.3%	25.1%	9.8%	22.5%	31.6%	-4.1%	54.5%	-5.4%	May '26
NextEra Energy (Utilities)	85.55	2.3%	-2.4%	-11.8%	-7.7%	1.8%	24.6%	15.5%	7.3%	25.6%	33.2%	4.7%	29.8%	-12.6%	Apr '26
Duke Energy (Utilities)	120.59	0.6%	-3.5%	-5.4%	-7.6%	2.5%	6.5%	12.7%	4.7%	50.9%	45.3%	38.7%	62.3%	-8.9%	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	16.12	p	EOD	0.4%	1.3%	0.9%	3.3%	9.5%	9.4%	3.0%	23.9%	12.9%	11.6%	33.7%	NewNew Peak	Jun '26
Moderate-60% Stock	69.81		0.2%	0.6%	3.0%	4.7%	8.7%	20.0%	16.4%	7.9%	49.7%	40.9%	35.5%	72.0%	NewNew Peak	Jun '26
Mod Agg-80% Stock	56.06	p	EOD	0.8%	4.0%	6.2%	11.6%	25.2%	19.6%	10.5%	63.4%	54.1%	46.8%	92.8%	NewNew Peak	Jun '26
Aggressive-90% Stock	34.35	p	EOD	0.5%	4.3%	8.3%	15.1%	30.7%	20.9%	13.5%	68.0%	58.7%	49.2%	99.3%	NewNew Peak	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	67482.60	-5.4%	-11.0%	-13.7%	-1.9%	-26.1%	-36.3%	-6.3%	-22.9%	147.6%	79.6%	45.3%	252.3%	-45.9%	Oct '25
Ethereum	1921.00	-4.1%	-7.2%	-16.3%	-5.2%	-35.9%	-26.3%	-11.0%	-35.3%	0.7%	-29.0%	-48.9%	48.4%	-60.2%	Aug '25
BNB	666.07	-3.8%	1.6%	8.2%	4.5%	-24.1%	-0.1%	23.1%	-22.8%	116.7%	66.0%	30.1%	145.8%	-49.2%	Oct '25
Solana	76.86	-5.2%	-8.0%	-8.2%	-11.3%	-44.6%	-51.0%	-34.2%	-38.3%	261.6%	126.3%	-54.9%	146.6%	-70.6%	Jan '25
Bitcoin ETF	38.23	-5.6%	-11.1%	-14.0%	-2.5%	-26.0%	-35.6%	-6.4%	-23.0%	-	-	-	-	-46.4%	Oct '25
Grayscale Bitcoin (hi fee)	52.39	-5.6%	-11.1%	-14.1%	-2.8%	-26.5%	-36.4%	-7.6%	-23.4%	303.3%	86.5%	69.2%	417.4%	-46.8%	Oct '25
Bloomberg Commodities	24.75	0.5%	0.4%	-1.8%	11.3%	26.1%	38.7%	14.9%	26.8%	55.8%	68.7%	60.9%	39.6%	-4.5%	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	4.97	-0.4%	-1.1%	0.1%	5.8%	4.8%	-0.5%	1.1%	2.7%	28.0%	118.0%	146.5%	28.0%	-4.1%	May '26
10yr Treasury rate	4.46	-0.4%	-0.8%	1.8%	10.1%	9.1%	-0.1%	-9.0%	7.1%	20.8%	180.1%	173.8%	14.2%	-10.6%	Oct '23
5yr Treasury rate	4.18	-0.2%	-0.2%	3.9%	15.3%	14.1%	4.0%	-15.0%	12.2%	8.7%	424.6%	205.9%	1.6%	-15.8%	Oct '23
13-week T-bill	3.62	0.00%	1.1%	1.3%	0.8%	-1.4%	-14.5%	-15.7%	2.1%	-30.6%	24033.3%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	93.21	1.1%	-0.7%	-8.6%	30.9%	59.0%	49.1%	-19.9%	62.3%	29.9%	35.4%	22.5%	6.8%	-17.5%	Apr '26
Gold	4518.80	1.0%	0.4%	-2.4%	-14.6%	7.9%	34.1%	64.5%	4.5%	131.4%	136.9%	151.1%	170.5%	-15.0%	Jan '26
USD/EUR	0.86	0.06%	0.0%	0.8%	1.1%	-0.2%	-1.5%	-11.4%	1.0%	-	5.0%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.94	0.2%	0.4%	1.9%	2.1%	2.8%	12.3%	-0.4%	2.3%	-	45.9%	38.9%	9.0%	-1.0%	Jul '24
S&P 500 Volatility Index	16.02	-0.2%	-5.8%	-5.7%	-25.3%	-3.4%	-12.7%	-13.8%	7.2%	9.7%	-8.4%	-3.5%	-52.3%	-69.4%	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	50.64		-0.01%	0.1%	0.2%	0.4%	1.6%	4.7%	6.1%	1.2%	19.5%	18.8%	18.6%	23.9%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.41		0.1%	0.4%	0.3%	-0.6%	1.3%	5.9%	4.3%	1.0%	11.9%	6.1%	5.4%	17.0%	-0.8%	Feb '26
Interm Bond- Janus MSB	45.03		0.07%	-0.3%	-0.4%	-1.5%	0.6%	6.9%	8.8%	0.3%	14.4%	3.5%	3.8%	20.7%	-1.9%	Feb '26
Interm Bond- Vanguard	76.46		0.02%	-0.2%	-0.5%	-1.8%	-0.5%	4.6%	8.5%	-0.4%	13.1%	1.2%	1.7%	19.4%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.98	p	EOD	0.3%	0.8%	2.6%	3.0%	8.6%	8.2%	2.5%	33.1%	35.8%	31.5%	38.2%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	48.16		-0.06%	0.1%	0.4%	-0.8%	0.8%	5.1%	8.2%	0.6%	18.2%	14.9%	14.5%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	75.12		0%	0.4%	0.8%	-1.0%	0.1%	7.7%	7.2%	0.8%	13.4%	-8.2%	-10.9%	25.8%	-2.2%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	0.1%	-0.6%	1.0%	5.7%	3.3%	0.7%	10.5%	1.8%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.34		0.2%	0.5%	0.4%	-0.8%	1.2%	6.5%	3.4%	0.8%	10.1%	3.3%	2.8%	14.7%	-1.1%	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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