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S&P 500

Return

92.5%

[

20.7%

annualized]

Dec 30 2022 - Jun 24 2026

DJIA (Large Value)

Return

57.2%

[

13.9%

annualized]

Dec 30 2022 - Jun 24 2026

Russell 2000 (Small Cap)

Return

70.9%

[

16.6%

annualized]

Dec 30 2022 - Jun 24 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 24 12:50 PM EDT, next update at 01:00 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	7391.94	0.4%	-0.4%	-1.1%	12.7%	6.6%	21.3%	16.4%	8.0%	70.0%	73.3%	54.1%	106.7%	-2.9%	Jun '26
DJIA (Large Value)	52103.76	0.8%	1.2%	3.0%	13.0%	6.9%	20.9%	13.0%	8.4%	54.5%	52.4%	42.4%	78.4%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	3009.81	1.2%	3.1%	4.9%	20.1%	18.1%	39.3%	11.3%	21.3%	65.2%	29.0%	32.4%	78.3%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25656.83	0.3%	-1.4%	-2.6%	17.9%	8.7%	28.8%	20.4%	10.4%	90.2%	78.5%	62.0%	146.3%	-5.3%	Jun '26
Aggregate Bond	99.18	0.5%	0.6%	0.7%	1.1%	0.5%	4.0%	7.2%	0.6%	12.5%	0.5%	1.1%	18.1%	-1.2%	Feb '26
Corp Bond	109.50	0.5%	0.7%	1.0%	1.9%	0.5%	4.8%	7.9%	0.9%	15.7%	-1.1%	-0.4%	26.3%	-0.9%	Feb '26
High Yield Bond	79.93	0.07%	0.2%	0.0%	2.0%	1.1%	5.2%	8.6%	1.1%	28.1%	19.3%	17.7%	37.8%	-0.5%	May '26
Preferred	30.69	-0.3%	-1.3%	-1.7%	1.8%	0.3%	5.6%	4.9%	0.7%	20.6%	4.5%	1.9%	25.1%	-3.2%	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	51.42	1.1%	-1.2%	2.2%	6.1%	12.7%	19.0%	9.9%	13.9%	36.2%	37.7%	25.3%	60.8%	-3.7%	Feb '26
Consumer Discretionary/Cyclical	116.15	2.1%	0.6%	-2.5%	5.9%	-5.1%	8.4%	7.4%	-2.5%	43.6%	36.6%	14.5%	72.2%	-6.5%	Jan '26
Financial Services	53.85	-0.05%	-0.4%	3.7%	9.3%	-2.9%	5.7%	14.9%	-1.2%	71.8%	60.3%	46.6%	88.7%	-4.0%	Jan '26
Real Estate	96.89	-1.0%	1.3%	0.1%	10.2%	10.3%	10.2%	3.3%	10.7%	36.5%	13.8%	-0.5%	46.0%	-1.6%	Jun '26
Communication Services	106.97	-0.3%	-2.0%	-7.4%	-3.7%	-9.1%	2.7%	23.1%	-8.8%	72.2%	39.4%	43.0%	133.2%	-10.6%	Jan '26
Energy	53.42	-1.9%	-2.3%	-10.2%	-12.2%	21.2%	28.8%	7.9%	20.3%	50.9%	131.0%	116.6%	50.0%	-14.6%	Mar '26
Industrials	180.88	1.5%	0.7%	5.3%	10.3%	15.2%	26.0%	19.3%	16.9%	82.4%	90.4%	84.1%	125.1%	-0.5%	Jun '26
Technology	183.86	-0.2%	-1.0%	1.9%	35.0%	25.8%	49.3%	24.6%	27.9%	122.1%	162.2%	116.4%	223.7%	-7.2%	Jun '26
Consumer Staples/Defensive	84.57	1.0%	1.1%	-0.3%	4.3%	8.9%	6.1%	1.5%	9.5%	23.5%	38.5%	22.6%	37.3%	-5.5%	Feb '26
Healthcare	153.29	0.7%	1.7%	2.3%	5.9%	-1.2%	16.1%	14.5%	-0.6%	21.6%	32.2%	17.8%	33.2%	-3.9%	Feb '26
Utilities	45.15	0.2%	1.6%	-0.4%	0.1%	6.2%	13.0%	16.0%	6.5%	51.0%	64.7%	44.9%	63.4%	-4.7%	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	154.80	0.2%	-0.6%	-0.8%	12.1%	8.5%	23.5%	22.4%	9.4%	72.1%	65.9%	56.2%	112.3%	-3.2%	Jun '26
MSCI Emerging Markets	67.21	0.06%	-2.0%	2.0%	18.9%	23.5%	42.3%	34.0%	22.8%	83.4%	36.7%	50.7%	112.2%	-5.6%	Jun '26
FTSE Europe	87.11	-0.05%	-2.4%	-1.5%	8.1%	4.5%	15.9%	35.8%	4.7%	57.0%	48.8%	44.9%	112.4%	-3.3%	Feb '26
MSCI Japan	92.76	0.01%	-1.8%	1.3%	11.4%	14.5%	32.4%	25.9%	14.9%	65.3%	52.7%	53.1%	108.5%	-4.3%	Jun '26
MSCI India	49.60	1.1%	1.1%	2.5%	6.9%	-8.2%	-9.5%	2.7%	-8.2%	17.4%	20.0%	7.5%	23.5%	-15.6%	Sep '24
MSCI China	51.60	-0.4%	-2.7%	-7.1%	-7.3%	-14.9%	-6.0%	31.0%	-14.1%	25.3%	-29.4%	-8.8%	39.5%	-22.0%	Oct '25
International Bond	48.50	0.2%	0.4%	0.9%	1.9%	1.1%	2.2%	2.9%	1.3%	13.2%	2.3%	2.7%	18.9%	-0.8%	Feb '26
iShares Latin America	33.28	-0.7%	-2.3%	-4.7%	-2.0%	8.8%	33.4%	52.7%	9.3%	41.5%	46.2%	89.3%	69.8%	-12.7%	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	678.79	0.4%	-0.4%	-1.0%	13.0%	7.3%	22.8%	17.8%	8.6%	76.8%	85.9%	64.2%	117.6%	-2.8%	Jun '26
US Large Growth	120.53	0.6%	-0.9%	-3.6%	12.3%	0.4%	17.5%	19.8%	2.0%	89.1%	101.2%	73.6%	150.5%	-6.4%	Jun '26
US Large Value	241.51	0.2%	0.5%	2.2%	13.0%	14.1%	27.1%	15.7%	15.3%	65.9%	67.4%	55.8%	89.1%	-0.9%	Jun '26

US MidCap Blend	80.26	0.6%	0.9%	2.8%	11.3%	9.5%	21.3%	17.0%	11.0%	78.1%	79.5%	63.7%	111.7%	-0.7%	Jun '26
US MidCap Growth	302.96	0.8%	0.6%	4.0%	16.0%	6.7%	9.2%	10.7%	8.7%	56.1%	33.2%	24.3%	83.5%	-1.2%	Jun '26
US MidCap Value	198.11	0.5%	1.2%	1.9%	7.8%	11.1%	23.0%	12.1%	12.3%	57.8%	56.7%	45.1%	75.4%	-0.6%	Jun '26

US Small Blend	298.34	1.1%	1.8%	3.2%	13.6%	13.7%	28.1%	8.9%	16.1%	63.0%	41.8%	39.9%	81.5%	NewNew Peak	Jun '26
US Small Growth	392.75	1.3%	3.3%	5.5%	23.9%	18.0%	39.0%	12.9%	21.6%	71.2%	30.1%	36.4%	93.6%	-0.3%	Jun '26
US Small Value	219.44	0.9%	2.7%	3.8%	16.1%	18.9%	41.8%	12.4%	21.4%	70.2%	42.1%	41.8%	78.6%	NewNew Peak	Jun '26

Foreign Large Blend	102.44	-0.02%	-1.3%	-1.5%	7.5%	6.3%	18.5%	31.6%	6.7%	56.2%	48.1%	46.4%	103.4%	-3.0%	Feb '26
Foreign Growth	121.98	0.1%	-1.2%	0.4%	10.4%	6.4%	13.0%	20.7%	7.1%	37.1%	21.9%	18.4%	79.4%	-2.7%	Jun '26
Foreign Value	75.81	-0.1%	-1.3%	-3.6%	4.6%	5.9%	23.6%	42.2%	6.2%	76.4%	76.1%	77.8%	128.1%	-5.2%	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	22.88		0.02%	0.0%	-0.8%	1.1%	-0.4%	1.4%	3.6%	0.0%	20.2%	27.3%	25.3%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.63		-0.01%	0.0%	-0.1%	0.9%	1.8%	4.6%	5.2%	1.7%	20.6%	26.0%	25.4%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.33		-0.02%	-0.7%	-0.7%	-0.1%	-1.0%	3.1%	6.9%	-1.1%	21.9%	27.0%	25.5%	31.8%	-1.6%	May '26
Interval CEF- Cliffwater	10.46	p	EOD	0.2%	0.5%	1.6%	2.7%	7.3%	8.9%	2.6%	34.5%	58.2%	51.1%	44.2%	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	58.18		0.3%	-1.0%	0.1%	13.1%	8.1%	22.9%	17.7%	9.3%	82.7%	110.8%	103.8%	125.1%	-2.2%	Jun '26
Int’l Min Volatility- Franklin	40.47		-0.3%	-0.5%	-2.5%	2.9%	10.6%	29.3%	27.1%	10.4%	78.5%	106.7%	96.8%	111.3%	-2.8%	May '26
MidCap 30 - Hennessy (hi fee)	28.46	p	EOD	0.1%	3.7%	17.8%	15.0%	25.4%	3.0%	17.3%	91.5%	120.8%	118.9%	125.0%	-1.9%	Jun '26
Small Value- Avantis	123.51		0.9%	2.3%	2.9%	12.4%	19.3%	38.4%	7.4%	21.4%	73.9%	74.1%	64.3%	88.6%	-0.7%	Jun '26
Mid Value- Pacer Cash Cows	62.46		1.0%	0.4%	-2.9%	0.5%	3.2%	16.3%	9.0%	4.1%	43.1%	61.7%	43.9%	55.7%	-4.6%	Jun '26
Growth- S&P Momentum	153.99		-0.2%	-1.0%	6.2%	34.1%	27.1%	41.0%	26.6%	29.4%	188.0%	179.1%	151.4%	209.0%	-4.7%	Jun '26
Invesco S&P Quality	87.10		0.2%	-1.3%	2.9%	14.2%	14.5%	24.7%	13.2%	16.5%	83.0%	93.6%	73.3%	128.4%	-2.7%	Jun '26
Rotation Factor- BlackRock	66.77		0.2%	-0.4%	0.2%	13.7%	8.6%	26.2%	20.0%	10.1%	96.3%	103.5%	86.1%	152.1%	-1.9%	Jun '26
US Min Volatility- Fidelity	68.22		0.6%	-0.6%	-2.9%	5.7%	1.7%	11.2%	11.8%	2.6%	44.4%	56.1%	39.6%	70.3%	-3.1%	May '26
Derivative Income- JPMorgan	56.22		0.7%	0.4%	-0.2%	0.9%	0.4%	6.9%	8.1%	0.9%	29.4%	42.3%	30.7%	49.2%	-4.1%	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	17.28	p	EOD	-0.2%	-0.2%	4.6%	9.1%	12.7%	6.5%	9.3%	31.4%	42.7%	41.5%	41.0%	-0.9%	May '26
Multistrategy- AQR	14.66	p	EOD	-0.5%	-0.4%	1.8%	4.7%	12.9%	16.4%	4.6%	46.3%	76.3%	71.9%	53.6%	-1.7%	Jun '26
Long Short- AQR	20.78	p	EOD	-1.4%	-0.1%	1.1%	-2.1%	13.3%	34.4%	-1.8%	96.5%	181.3%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	16.34	p	EOD	-1.0%	2.6%	7.3%	11.7%	22.2%	18.3%	12.1%	76.0%	83.0%	89.5%	90.1%	-1.0%	Jun '26
Multi Strategy- Variant	25.97	p	EOD	0.0%	0.2%	1.3%	2.6%	6.7%	7.2%	2.5%	21.2%	44.7%	37.1%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.30		0.05%	-0.1%	-0.5%	5.9%	3.6%	14.3%	9.1%	4.8%	48.4%	61.4%	50.4%	66.3%	-0.8%	Jun '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)	349.30	0.9%	-4.0%	-8.8%	20.3%	11.3%	109.9%	66.0%	11.7%	187.9%	187.5%	142.9%	261.0%	-13.2%	May '26
Meta (Communications)	560.60	-0.3%	-1.2%	-8.1%	-5.5%	-15.9%	-21.1%	13.1%	-15.0%	95.7%	64.6%	66.9%	343.1%	-28.9%	Aug '25
Amazon (Cyclical)	240.39	2.7%	1.2%	-9.7%	16.0%	3.4%	13.0%	5.2%	4.1%	85.9%	39.4%	41.1%	112.9%	-12.6%	May '26
Tesla (Cyclical)	379.20	-0.6%	-4.3%	-11.0%	-1.0%	-21.9%	11.4%	11.4%	-15.7%	47.8%	67.3%	-5.2%	74.6%	-22.6%	Dec '25
Procter & Gamble (Defensive)	152.95	1.4%	1.6%	5.9%	7.6%	7.4%	-1.9%	-12.3%	8.3%	11.4%	30.6%	5.3%	35.5%	-11.4%	Dec '24
PepsiCo (Defensive)	142.86	0.6%	0.9%	-5.1%	-5.1%	0.3%	12.1%	-1.8%	0.4%	-15.6%	13.7%	-5.5%	-5.5%	-19.4%	May '23
Coca-Cola (Defensive)	81.10	1.0%	1.5%	-0.5%	8.6%	16.5%	18.0%	15.6%	16.8%	43.8%	71.8%	55.2%	63.2%	-3.0%	Jun '26
Exxon Mobil (Energy)	136.49	-2.3%	-3.0%	-11.9%	-16.9%	16.0%	30.0%	16.0%	15.0%	47.3%	154.2%	150.9%	57.1%	-19.9%	Mar '26
Chevron (Energy)	171.74	-2.4%	-3.3%	-10.3%	-17.0%	15.2%	23.5%	10.1%	13.8%	27.6%	95.0%	70.9%	25.8%	-18.7%	Mar '26
JPMorgan Chase (Financial)	333.60	-0.2%	0.0%	8.9%	14.7%	2.3%	20.9%	37.3%	4.5%	157.3%	148.2%	131.4%	250.0%	-0.2%	Jun '26
Visa (Financial)	331.41	0.9%	0.3%	0.8%	9.3%	-6.3%	-5.0%	11.8%	-5.1%	47.7%	45.6%	54.9%	91.4%	-10.5%	Jun '25
Mastercard (Financial)	493.52	1.1%	0.1%	-1.0%	-0.9%	-14.6%	-11.0%	9.0%	-13.3%	32.2%	35.6%	36.6%	77.8%	-17.2%	Aug '25
Bank of America (Financial)	57.60	-0.5%	1.9%	11.2%	19.7%	3.0%	25.5%	28.0%	5.3%	122.6%	58.6%	38.9%	111.1%	-0.5%	Jun '26
UnitedHealth (Health)	405.48	-0.9%	1.5%	4.4%	48.9%	24.7%	35.5%	-33.1%	23.8%	-10.2%	10.3%	-13.0%	-13.4%	-32.8%	Nov '24
Johnson & Johnson (Health)	240.51	0.6%	2.7%	3.2%	2.2%	16.4%	61.1%	47.5%	16.8%	57.7%	68.5%	58.5%	63.9%	-3.2%	Mar '26
Eli Lilly (Health)	1110.56	0.3%	-0.1%	4.3%	23.2%	3.5%	43.7%	40.2%	3.7%	147.2%	399.7%	325.7%	252.6%	-4.3%	Jun '26
Union Pacific (Industrials)	258.77	0.06%	0.3%	-2.7%	8.0%	10.7%	15.5%	3.9%	12.5%	37.8%	31.9%	15.2%	46.2%	-6.9%	May '26
Honeywell (Industrials)	227.96	2.5%	-0.3%	0.0%	3.4%	17.0%	10.0%	-6.4%	18.1%	28.9%	23.3%	28.7%	51.6%	-7.6%	Mar '26
Nvidia (IT)	199.72	-0.2%	-2.4%	-7.2%	14.0%	5.9%	35.1%	38.9%	7.1%	373.5%	942.3%	564.4%	1639.0%	-15.3%	May '26
Broadcom (IT)	384.00	1.0%	-2.3%	-7.3%	20.6%	9.9%	46.4%	50.6%	11.2%	383.5%	795.9%	526.3%	842.5%	-20.3%	Jun '26
Adobe (IT)	199.33	1.0%	1.6%	-18.6%	-16.6%	-43.5%	-47.9%	-21.3%	-43.0%	-58.9%	-65.5%	-64.7%	-30.3%	-68.6%	Feb '24
Oracle (IT)	157.90	-4.4%	-14.0%	-17.8%	7.7%	-19.6%	-25.9%	18.1%	-18.5%	37.9%	117.3%	90.8%	158.5%	-51.5%	Sep '25
salesforce.com (IT)	154.87	0.9%	-0.1%	-14.0%	-15.2%	-41.5%	-42.6%	-20.2%	-41.4%	-25.2%	-35.5%	-38.5%	10.4%	-57.5%	Dec '24
Linde PLC (Materials)	521.30	1.8%	1.1%	0.7%	8.6%	23.1%	13.7%	3.2%	22.7%	45.7%	95.0%	63.1%	101.0%	-0.4%	Jun '26
Sherwin-Williams (Materials)	336.84	4.3%	7.3%	9.0%	7.4%	3.8%	-1.9%	-3.8%	4.2%	39.7%	30.1%	3.3%	72.6%	-14.8%	Nov '24
American Tower (Real Estate)	175.01	-2.4%	-3.4%	-4.8%	3.8%	2.1%	-19.6%	-0.9%	0.7%	3.5%	-23.3%	-29.9%	7.2%	-23.4%	Sep '24
Prologis Inc. (Real Estate)	141.12	-2.8%	0.1%	-3.3%	8.3%	10.1%	33.8%	25.1%	11.4%	31.9%	33.4%	-2.7%	56.8%	-4.4%	Jun '26
NextEra Energy (Utilities)	86.64	0.2%	1.1%	-2.2%	-5.4%	8.4%	24.0%	15.5%	8.7%	26.7%	34.6%	6.1%	31.5%	-11.5%	Apr '26
Duke Energy (Utilities)	124.82	-0.2%	0.9%	-0.7%	-1.2%	8.1%	10.5%	12.7%	8.3%	56.1%	52.8%	43.6%	68.0%	-5.7%	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	16.06	p	EOD	-0.2%	0.5%	3.5%	2.4%	8.2%	9.4%	2.6%	23.2%	11.9%	11.1%	33.2%	-0.6%	Jun '26
Moderate-60% Stock	68.97		0.3%	-0.3%	0.3%	8.2%	6.0%	16.4%	16.4%	6.6%	47.0%	38.9%	33.9%	70.0%	-1.3%	Jun '26
Mod Agg-80% Stock	54.99	p	EOD	-0.8%	-0.2%	10.0%	7.6%	21.7%	19.6%	8.4%	59.3%	50.2%	44.0%	89.1%	-2.2%	Jun '26
Aggressive-90% Stock	33.85	p	EOD	-0.7%	0.3%	12.9%	11.2%	25.6%	20.9%	11.8%	65.0%	55.0%	47.0%	96.4%	-2.1%	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	60033.58	-4.2%	-6.8%	-20.5%	-14.9%	-31.5%	-43.4%	-6.3%	-31.4%	95.6%	73.2%	29.2%	213.4%	-51.9%	Oct '25
Ethereum	1612.21	-3.2%	-7.8%	-21.9%	-25.2%	-45.3%	-34.1%	-11.0%	-45.7%	-14.8%	-18.9%	-57.1%	24.5%	-66.6%	Aug '25
BNB	558.36	-3.3%	-7.1%	-14.0%	-12.5%	-34.0%	-13.3%	23.1%	-35.3%	128.3%	81.1%	9.0%	106.1%	-57.4%	Oct '25
Solana	66.89	-4.0%	-7.0%	-20.7%	-26.4%	-45.4%	-54.2%	-34.2%	-46.3%	290.0%	114.5%	-60.7%	114.6%	-74.5%	Jan '25
Bitcoin ETF	34.00	-3.7%	-6.5%	-20.9%	-13.4%	-31.3%	-43.4%	-6.4%	-31.5%	-	-	-	-	-52.3%	Oct '25
Grayscale Bitcoin (hi fee)	46.57	-3.7%	-6.6%	-20.9%	-13.7%	-31.7%	-44.1%	-7.6%	-31.9%	168.6%	74.1%	50.4%	359.9%	-52.7%	Oct '25
Bloomberg Commodities	22.16	-1.6%	-3.6%	-11.2%	-5.3%	11.6%	23.4%	14.9%	13.5%	35.9%	54.7%	44.1%	24.9%	-14.5%	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	4.85	-1.8%	-1.5%	-4.2%	-1.8%	1.1%	0.5%	1.1%	0.3%	27.0%	131.6%	140.7%	24.9%	-6.3%	May '26
10yr Treasury rate	4.41	-1.9%	-1.3%	-3.3%	0.3%	6.5%	2.6%	-9.0%	5.8%	17.8%	196.3%	170.6%	12.9%	-11.7%	Oct '23
5yr Treasury rate	4.19	-1.7%	-1.0%	-1.6%	3.9%	12.7%	8.6%	-15.0%	12.5%	4.8%	361.7%	206.8%	1.8%	-15.6%	Oct '23
13-week T-bill	3.69	0.08%	1.3%	3.0%	2.0%	3.9%	-11.7%	-15.7%	4.1%	-28.1%	8488.4%	6867.9%	4.5%	-30.9%	Oct '23
Crude Oil	70.79	-3.3%	-7.8%	-26.7%	-23.3%	21.3%	10.0%	-19.9%	23.3%	2.4%	-3.4%	-7.0%	-18.9%	-37.3%	Apr '26
Gold	4034.70	-2.3%	-7.4%	-10.8%	-8.3%	-10.0%	21.6%	64.5%	-6.7%	110.2%	127.2%	124.2%	141.6%	-24.1%	Jan '26
USD/EUR	0.88	0.2%	1.3%	2.1%	2.2%	3.8%	2.2%	-11.4%	3.4%	-	5.0%	0.1%	-14.6%	-9.8%	Jan '25
USD/JPY	161.74	0.11%	0.7%	1.6%	2.1%	3.6%	11.6%	-0.4%	3.4%	-	45.8%	40.5%	10.2%	NewNew Peak	Jun '26
S&P 500 Volatility Index	18.42	-5.5%	-0.1%	10.3%	-31.7%	36.7%	5.4%	-13.8%	23.2%	37.1%	15.3%	11.0%	-45.1%	-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	50.58		0.09%	0.2%	0.1%	0.8%	1.2%	4.0%	6.1%	1.0%	19.2%	18.5%	18.5%	23.7%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.58		0.2%	0.4%	1.2%	2.1%	1.5%	5.5%	4.3%	1.4%	11.3%	6.4%	5.7%	17.4%	-0.5%	Feb '26
Interm Bond- Janus MSB	45.28		0.5%	0.6%	0.6%	1.4%	0.6%	5.9%	8.8%	0.8%	14.8%	4.2%	4.4%	21.4%	-1.3%	Feb '26
Interm Bond- Vanguard	76.76		0.5%	0.6%	0.6%	0.7%	-0.1%	3.6%	8.5%	-0.1%	13.8%	1.2%	2.1%	19.9%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.2%	0.0%	2.2%	2.4%	7.4%	8.2%	2.1%	31.3%	34.8%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	48.33		0.2%	0.3%	0.8%	2.4%	1.0%	4.3%	8.2%	1.0%	18.8%	14.7%	14.9%	29.0%	-0.9%	Feb '26
Long Bond- Vanguard	75.86		0.8%	0.9%	1.9%	3.2%	1.1%	6.1%	7.2%	1.8%	13.4%	-10.1%	-10.0%	27.1%	-1.2%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.0%	1.3%	2.1%	1.3%	5.4%	3.3%	0.9%	10.1%	1.7%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.54		0.2%	0.4%	1.2%	2.2%	1.2%	6.3%	3.4%	1.1%	9.6%	3.6%	3.1%	15.1%	-0.8%	Feb '26

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