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S&P 500

-1.9%

BelowPeak Jan '26

Return

78.4%

[

19.2%

annualized]

Dec 30 2022 - Apr 13 2026

DJIA (Large Value)

-4.4%

BelowPeak Feb '26

Return

44.7%

[

11.9%

annualized]

Dec 30 2022 - Apr 13 2026

Russell 2000 (Small Cap)

-2.3%

BelowPeak Jan '26

Return

50.8%

[

13.3%

annualized]

Dec 30 2022 - Apr 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 Apr 13 02:10 PM EDT, next update at 02:20 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	6848.97	0.5%	3.6%	3.3%	-1.6%	2.9%	27.7%	16.4%	0.1%	65.2%	65.4%	42.8%	91.5%	-1.9%	Jan '26
DJIA (Large Value)	47962.54	0.10%	2.8%	3.0%	-2.5%	4.1%	19.3%	13.0%	-0.2%	40.9%	42.4%	31.1%	64.2%	-4.4%	Feb '26
Russell 2000 (Small Cap)	2655.52	0.9%	4.5%	7.1%	0.9%	7.9%	42.8%	11.3%	7.0%	47.8%	19.1%	16.9%	57.3%	-2.3%	Jan '26
NASDAQ Comp (Tech/Growth)	23063.83	0.7%	4.9%	4.3%	-2.7%	1.6%	37.9%	20.4%	-0.8%	89.6%	64.8%	45.7%	121.4%	-3.7%	Oct '25
Aggregate Bond	99.46	0.1%	0.4%	0.6%	0.2%	0.8%	6.6%	7.2%	0.6%	11.2%	1.3%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	109.44	0.2%	0.5%	1.6%	-0.1%	0.2%	8.8%	7.9%	0.4%	13.8%	0.7%	-0.8%	25.8%	-1.3%	Feb '26
High Yield Bond	80.11	0.2%	0.5%	1.6%	0.3%	2.5%	10.7%	8.6%	0.8%	26.8%	20.7%	17.4%	37.4%	-0.2%	Apr '26
Preferred	30.92	0.4%	1.4%	1.3%	-1.2%	1.1%	12.6%	4.9%	1.0%	18.6%	6.8%	2.2%	25.5%	-2.3%	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	51.99	0.05%	3.5%	6.2%	7.2%	19.0%	31.7%	9.9%	15.1%	35.2%	43.3%	26.6%	62.6%	-2.6%	Feb '26
Consumer Discretionary/Cyclical	113.53	0.6%	4.1%	2.6%	-8.4%	-2.5%	20.6%	7.4%	-4.7%	58.6%	32.1%	11.9%	68.3%	-8.6%	Jan '26
Financial Services	51.28	1.0%	2.8%	5.4%	-4.9%	-1.8%	11.6%	14.9%	-5.9%	65.3%	60.0%	39.6%	79.7%	-8.6%	Jan '26
Real Estate	92.86	-0.12%	2.8%	1.8%	4.2%	6.8%	15.5%	3.3%	6.1%	27.1%	18.5%	-4.6%	40.0%	-2.2%	Mar '26
Communication Services	114.71	0.7%	2.6%	0.6%	-1.5%	1.4%	27.2%	23.1%	-2.2%	100.0%	57.3%	53.4%	150.1%	-4.2%	Jan '26
Energy	56.92	-0.04%	-4.6%	-0.7%	21.9%	33.8%	48.9%	7.9%	28.1%	44.1%	185.8%	130.8%	59.8%	-9.0%	Mar '26
Industrials	171.84	0.2%	4.4%	4.7%	5.1%	14.2%	38.6%	19.3%	11.1%	79.8%	84.7%	74.9%	113.8%	-3.7%	Mar '26
Technology	144.58	1.4%	5.7%	5.8%	-1.2%	1.7%	46.6%	24.6%	0.5%	97.5%	110.9%	70.2%	154.5%	-4.7%	Oct '25
Consumer Staples/Defensive	81.48	-1.1%	-1.4%	-3.3%	1.0%	6.1%	4.2%	1.5%	5.5%	16.8%	34.8%	18.2%	32.2%	-9.0%	Feb '26
Healthcare	147.30	0.00%	0.7%	-1.3%	-5.6%	4.6%	9.5%	14.5%	-4.5%	14.1%	34.6%	13.2%	28.0%	-7.7%	Feb '26
Utilities	46.21	-1.6%	0.1%	-0.9%	8.6%	3.1%	24.5%	16.0%	9.0%	45.4%	63.7%	48.2%	67.2%	-2.5%	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	145.79	0.5%	4.0%	4.5%	0.6%	6.7%	33.4%	22.4%	3.0%	66.1%	61.8%	47.1%	99.9%	-1.9%	Feb '26
MSCI Emerging Markets	60.94	0.6%	6.7%	7.3%	6.0%	15.7%	49.5%	34.0%	11.4%	64.4%	28.2%	36.6%	92.5%	-3.7%	Feb '26
FTSE Europe	87.43	0.4%	4.4%	6.9%	2.4%	11.2%	32.1%	35.8%	5.1%	52.9%	57.7%	45.4%	113.1%	-2.9%	Feb '26
MSCI Japan	88.08	-0.06%	2.9%	5.7%	4.3%	15.3%	40.0%	25.9%	9.1%	63.6%	42.8%	45.4%	98.0%	-6.3%	Feb '26
MSCI India	49.26	-0.2%	4.3%	2.5%	-7.1%	-7.0%	-2.9%	2.7%	-8.9%	23.2%	31.1%	6.7%	22.6%	-16.2%	Sep '24
MSCI China	57.25	0.12%	2.5%	-0.9%	-9.9%	-8.4%	17.8%	31.0%	-4.7%	25.8%	-21.5%	1.2%	54.8%	-13.5%	Oct '25
International Bond	48.03	0.07%	0.3%	0.3%	-0.4%	-0.2%	2.6%	2.9%	0.1%	12.3%	1.0%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	38.05	0.6%	6.6%	14.8%	19.4%	40.8%	77.2%	52.7%	25.0%	78.4%	95.8%	116.4%	94.2%	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	627.44	0.5%	3.6%	3.3%	-1.3%	3.5%	29.4%	17.8%	0.4%	72.0%	77.5%	51.8%	101.1%	-1.6%	Jan '26
US Large Growth	450.15	0.9%	4.3%	2.8%	-5.3%	-3.8%	29.1%	18.3%	-4.8%	86.6%	78.8%	50.2%	120.5%	-8.3%	Oct '25
US Large Value	222.45	0.3%	2.7%	4.0%	2.7%	11.3%	28.5%	15.7%	6.2%	52.5%	58.6%	43.5%	74.2%	-1.0%	Feb '26

US MidCap Blend	298.34	0.6%	2.4%	3.6%	0.0%	3.8%	24.3%	11.6%	3.2%	48.3%	40.9%	25.9%	68.0%	-2.5%	Feb '26
US MidCap Growth	271.76	1.3%	3.4%	3.5%	-5.1%	-6.4%	17.4%	10.7%	-2.5%	42.9%	25.0%	11.5%	64.6%	-8.5%	Oct '25
US MidCap Value	189.19	0.06%	1.7%	3.8%	3.7%	11.7%	29.0%	12.1%	7.2%	50.5%	54.2%	38.5%	67.5%	-2.2%	Feb '26

US Small Blend	274.80	1.0%	3.5%	5.8%	1.2%	9.4%	35.4%	8.9%	6.9%	51.9%	35.7%	28.8%	67.2%	-1.5%	Feb '26
US Small Growth	337.15	1.6%	5.5%	7.0%	-2.0%	3.2%	41.2%	12.9%	4.4%	51.5%	15.2%	17.1%	66.2%	-4.7%	Jan '26
US Small Value	200.03	0.3%	3.7%	7.5%	4.5%	14.6%	48.2%	12.4%	10.7%	55.2%	38.0%	29.2%	62.8%	-0.2%	Feb '26

Foreign Large Blend	102.53	0.3%	4.1%	6.5%	3.7%	12.3%	34.5%	31.6%	6.8%	53.7%	53.7%	46.5%	103.6%	-3.0%	Feb '26
Foreign Growth	118.98	0.4%	4.9%	5.8%	0.0%	6.0%	25.2%	20.7%	4.4%	31.5%	24.0%	15.5%	74.9%	-3.6%	Feb '26
Foreign Value	77.96	0.3%	3.4%	7.2%	7.2%	18.8%	43.9%	42.2%	9.2%	78.2%	86.6%	82.9%	134.6%	-2.5%	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		-0.07%	0.0%	0.7%	-0.7%	0.6%	4.9%	3.6%	-0.4%	21.5%	28.1%	24.8%	30.5%	-1.2%	Jan '26
Ultra Short- Janus AAA CLO	50.53		0.07%	0.1%	0.7%	0.9%	2.3%	6.7%	5.2%	1.1%	21.6%	25.5%	24.6%	26.9%	New Peak	Apr '26
Bank Loan- Invesco	20.49		0%	0.0%	0.7%	-1.2%	1.5%	7.3%	6.9%	-0.9%	23.7%	27.9%	25.8%	32.1%	-1.2%	Jan '26
Interval CEF- Cliffwater	10.31	p	EOD	0.1%	0.4%	1.0%	3.1%	8.2%	8.9%	1.2%	36.2%	58.8%	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	54.54		0.5%	4.5%	5.4%	0.2%	6.0%	32.9%	17.7%	2.4%	80.4%	106.9%	91.0%	111.0%	-0.9%	Feb '26
Int’l Min Volatility- Franklin	41.23		0.12%	0.7%	3.7%	10.2%	20.8%	44.9%	27.1%	12.4%	80.4%	118.6%	100.5%	115.2%	-0.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.56	p	EOD	3.4%	8.2%	-1.4%	9.6%	30.4%	3.0%	5.3%	78.5%	102.8%	96.6%	102.1%	-3.4%	Feb '26
Small Value- Avantis	115.33		0.5%	2.8%	8.5%	8.0%	19.0%	48.3%	7.4%	13.4%	63.0%	73.3%	53.4%	76.1%	-0.1%	Apr '26
Mid Value- Pacer Cash Cows	61.84		0.6%	-1.2%	-0.6%	0.3%	11.3%	26.6%	9.0%	3.1%	37.1%	64.6%	42.5%	54.1%	-4.5%	Feb '26
Growth- S&P Momentum	123.60		0.2%	6.9%	6.7%	3.2%	2.5%	38.8%	26.6%	3.9%	124.2%	129.6%	101.8%	148.0%	New Peak	Apr '26
Invesco S&P Quality	78.79		0.03%	3.1%	4.1%	2.3%	8.7%	26.0%	13.2%	5.4%	70.9%	83.8%	56.8%	106.6%	-2.3%	Feb '26
Rotation Factor- BlackRock	61.35		0.2%	3.8%	3.9%	0.3%	4.9%	32.8%	20.0%	1.2%	92.5%	93.2%	71.0%	131.7%	-0.7%	Feb '26
US Min Volatility- Fidelity	66.68		0.4%	1.7%	1.6%	-1.2%	3.2%	16.6%	11.8%	0.3%	43.8%	57.4%	36.5%	66.5%	-2.4%	Feb '26
Derivative Income- JPMorgan	57.69		0.3%	1.7%	1.8%	1.0%	6.1%	16.2%	8.1%	2.7%	33.2%	51.5%	33.1%	51.9%	-2.4%	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	p	EOD	1.2%	1.6%	5.4%	4.7%	12.4%	6.5%	5.2%	29.9%	38.2%	36.3%	35.8%	New Peak	Apr '26
Multistrategy- AQR	14.53	p	EOD	-0.5%	1.4%	2.8%	7.2%	18.7%	16.4%	3.7%	47.5%	75.2%	70.4%	52.2%	-0.5%	Apr '26
Long Short- AQR	20.53	p	EOD	-1.1%	0.6%	-1.9%	5.6%	22.8%	34.4%	-3.0%	100.9%	170.7%	150.5%	138.9%	-3.6%	Dec '25
Mkt Neutral- BlackRock	15.27	p	EOD	-0.1%	3.0%	3.2%	10.2%	18.8%	18.3%	4.7%	66.9%	73.8%	77.1%	77.7%	-0.4%	Apr '26
Multi Strategy- Variant	26.12	p	EOD	0.1%	0.6%	1.7%	3.2%	6.8%	7.2%	1.5%	22.1%	47.5%	35.8%	27.3%	New Peak	Apr '26
Long Short- First Trust	72.19		-0.2%	2.3%	3.9%	1.2%	5.2%	17.3%	9.1%	1.8%	45.4%	63.8%	46.2%	61.6%	-0.3%	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)	319.36	0.7%	6.5%	5.7%	-4.9%	31.0%	103.9%	66.0%	2.1%	199.7%	185.7%	122.1%	230.1%	-7.0%	Feb '26
Meta (Communications)	631.23	0.2%	10.2%	2.9%	0.1%	-11.7%	16.5%	13.1%	-4.3%	188.7%	105.4%	87.9%	399.0%	-19.9%	Aug '25
Amazon (Cyclical)	238.96	0.2%	12.3%	15.1%	-1.5%	8.6%	29.3%	5.2%	3.5%	133.4%	40.6%	40.2%	111.7%	-5.9%	Nov '25
Tesla (Cyclical)	352.88	1.1%	0.0%	-9.8%	-21.1%	-19.0%	39.9%	11.4%	-21.5%	89.8%	38.9%	-11.8%	62.4%	-28.0%	Dec '25
Procter & Gamble (Defensive)	143.15	-1.4%	0.3%	-5.0%	-0.1%	-1.6%	-11.9%	-12.3%	0.6%	1.8%	20.2%	-2.2%	25.9%	-17.7%	Dec '24
PepsiCo (Defensive)	156.03	-0.7%	-0.4%	-2.4%	9.7%	6.8%	12.4%	-1.8%	9.7%	-6.4%	27.4%	3.2%	3.2%	-12.0%	May '23
Coca-Cola (Defensive)	76.01	-1.9%	-1.6%	-1.7%	7.4%	15.4%	9.5%	15.6%	9.5%	31.6%	66.2%	45.4%	53.0%	-6.2%	Feb '26
Exxon Mobil (Energy)	151.83	-0.4%	-7.1%	-2.7%	20.8%	37.4%	52.3%	16.0%	27.0%	45.3%	230.1%	177.3%	73.5%	-11.5%	Mar '26
Chevron (Energy)	190.72	1.2%	-4.1%	-3.1%	17.5%	28.2%	46.9%	10.1%	26.4%	25.8%	129.7%	89.8%	39.6%	-9.7%	Mar '26
JPMorgan Chase (Financial)	310.95	0.3%	5.2%	10.3%	0.5%	1.9%	34.2%	37.3%	-2.6%	158.1%	129.0%	115.7%	226.3%	-6.6%	Jan '26
Visa (Financial)	307.89	1.2%	1.5%	0.2%	-5.9%	-10.0%	-7.0%	11.8%	-12.0%	35.4%	44.5%	43.6%	77.4%	-17.0%	Jun '25
Mastercard (Financial)	505.26	1.3%	0.9%	1.6%	-7.1%	-9.4%	-0.3%	9.0%	-11.2%	39.1%	37.6%	39.9%	82.0%	-15.3%	Aug '25
Bank of America (Financial)	52.93	0.7%	5.7%	13.3%	-2.4%	9.5%	50.5%	28.0%	-3.2%	100.3%	52.0%	27.6%	94.0%	-7.0%	Jan '26
UnitedHealth (Health)	311.78	2.4%	10.8%	10.5%	-5.9%	-11.8%	-46.5%	-33.1%	-4.8%	-37.2%	-9.3%	-33.1%	-33.4%	-48.3%	Nov '24
Johnson & Johnson (Health)	236.49	-0.8%	-1.9%	-2.1%	11.3%	25.3%	60.2%	47.5%	14.9%	55.7%	70.8%	55.8%	61.1%	-4.9%	Mar '26
Eli Lilly (Health)	930.72	-0.9%	0.4%	-5.5%	-13.5%	13.9%	28.0%	40.2%	-13.3%	153.7%	436.0%	256.1%	195.0%	-16.0%	Nov '25
Union Pacific (Industrials)	249.80	-0.3%	1.7%	3.0%	9.5%	11.8%	17.0%	3.9%	8.6%	35.2%	25.9%	11.2%	41.1%	-6.4%	Mar '26
Honeywell (Industrials)	232.38	-1.1%	1.8%	-0.9%	11.1%	22.8%	26.8%	-6.4%	19.7%	34.2%	19.3%	30.5%	53.7%	-6.3%	Mar '26
Nvidia (IT)	188.20	-0.2%	5.9%	4.4%	1.3%	-0.1%	69.7%	38.9%	0.9%	611.8%	1103.3%	526.1%	1538.7%	-9.1%	Oct '25
Broadcom (IT)	377.00	1.5%	19.9%	17.3%	6.5%	6.1%	108.9%	50.6%	9.2%	528.5%	759.2%	514.8%	825.4%	-8.3%	Dec '25
Adobe (IT)	238.96	6.0%	-2.2%	-4.2%	-22.9%	-29.6%	-32.2%	-21.3%	-31.7%	-36.9%	-53.6%	-57.7%	-16.5%	-62.4%	Feb '24
Oracle (IT)	153.83	11.4%	6.1%	-0.5%	-23.7%	-49.7%	17.4%	18.1%	-20.6%	66.8%	114.7%	85.9%	151.9%	-52.8%	Sep '25
salesforce.com (IT)	172.90	4.8%	-6.3%	-10.1%	-28.1%	-30.2%	-31.7%	-20.2%	-34.6%	-9.6%	-24.4%	-31.3%	23.3%	-52.5%	Dec '24
Linde PLC (Materials)	506.62	0.7%	1.4%	2.6%	14.8%	11.7%	16.2%	3.2%	19.2%	45.5%	89.4%	58.5%	95.3%	-0.2%	Mar '26
Sherwin-Williams (Materials)	332.35	-1.1%	5.0%	3.9%	-6.4%	0.5%	-0.4%	-3.8%	2.8%	50.1%	35.0%	1.9%	70.3%	-15.9%	Nov '24
American Tower (Real Estate)	180.63	0.7%	2.5%	-2.0%	3.8%	-0.4%	-13.0%	-0.9%	2.9%	-5.9%	-14.4%	-28.4%	9.6%	-21.8%	Sep '24
Prologis Inc. (Real Estate)	135.82	-1.0%	2.6%	3.9%	5.1%	22.4%	46.0%	25.1%	7.2%	22.6%	41.3%	-6.4%	50.9%	-4.1%	Mar '26
NextEra Energy (Utilities)	92.15	-2.1%	-0.6%	-0.7%	13.6%	10.8%	44.2%	15.5%	15.6%	27.6%	32.7%	12.8%	39.9%	-3.0%	Feb '26
Duke Energy (Utilities)	129.83	-1.5%	-1.2%	-2.5%	11.5%	4.7%	13.0%	12.7%	11.7%	47.2%	60.0%	48.0%	73.3%	-2.7%	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	15.78	p	EOD	0.9%	1.2%	0.0%	1.8%	10.6%	9.4%	0.8%	21.0%	11.4%	9.2%	30.8%	-1.6%	Feb '26
Moderate-60% Stock	66.23		0.3%	2.6%	3.1%	0.7%	4.9%	22.2%	16.4%	2.4%	41.8%	36.4%	28.6%	63.2%	-1.6%	Feb '26
Mod Agg-80% Stock	52.11	p	EOD	2.9%	3.4%	0.4%	5.8%	27.8%	19.6%	2.7%	53.5%	46.7%	36.4%	79.2%	-2.2%	Feb '26
Aggressive-90% Stock	31.57	p	EOD	3.9%	4.9%	1.6%	8.0%	32.9%	20.9%	4.3%	55.9%	49.8%	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	72187.77	2.0%	4.8%	1.7%	-24.3%	-37.4%	-13.4%	-6.3%	-17.5%	137.5%	13.7%	55.4%	276.8%	-42.1%	Oct '25
Ethereum	2226.80	1.6%	5.6%	6.4%	-33.0%	-47.5%	42.1%	-11.0%	-24.9%	10.6%	-3.1%	-40.8%	72.0%	-53.9%	Aug '25
BNB	605.00	2.2%	0.8%	-7.8%	-35.8%	-53.2%	3.2%	23.1%	-29.9%	86.2%	10.1%	18.1%	123.3%	-53.8%	Oct '25
Solana	83.08	1.9%	3.7%	-5.8%	-42.8%	-60.1%	-31.6%	-34.2%	-33.3%	240.1%	202.8%	-51.2%	166.6%	-68.3%	Jan '25
Bitcoin ETF	40.94	-1.5%	3.6%	1.4%	-23.6%	-37.8%	-14.1%	-6.4%	-17.5%	-	-	-	-	-42.6%	Oct '25
Grayscale Bitcoin (hi fee)	56.21	-1.5%	3.6%	1.3%	-23.8%	-38.1%	-15.2%	-7.6%	-17.8%	251.5%	13.3%	81.6%	455.0%	-42.9%	Oct '25
Bloomberg Commodities	24.00	1.2%	-3.0%	-0.4%	17.7%	28.3%	36.1%	14.9%	22.9%	41.1%	83.2%	56.0%	35.3%	-3.0%	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	-0.12%	0.3%	0.0%	1.7%	6.0%	0.6%	1.1%	1.4%	33.1%	112.7%	143.5%	26.4%	-3.8%	Oct '23
10yr Treasury rate	4.31	-0.2%	-0.6%	0.5%	3.3%	6.3%	-4.1%	-9.0%	3.5%	24.8%	165.4%	164.6%	10.4%	-13.7%	Oct '23
5yr Treasury rate	3.92	-0.4%	-1.4%	1.3%	4.8%	7.6%	-5.7%	-15.0%	5.4%	11.9%	367.1%	187.5%	-4.6%	-20.9%	Oct '23
13-week T-bill	3.60	0.3%	-0.6%	0.0%	1.2%	-6.5%	-14.5%	-15.7%	1.6%	-25.8%	23920.0%	6698.1%	2.0%	-32.6%	Oct '23
Crude Oil	99.15	2.7%	-11.8%	0.4%	62.1%	66.7%	61.2%	-19.9%	72.7%	20.7%	64.8%	30.3%	13.6%	-12.2%	Apr '26
Gold	4754.90	-0.1%	2.1%	-5.9%	3.6%	15.7%	47.6%	64.5%	9.9%	132.9%	172.3%	164.2%	184.7%	-10.6%	Jan '26
USD/EUR	0.85	-0.09%	-1.7%	-1.9%	-0.6%	-1.5%	-	-11.4%	0.1%	-5.8%	1.8%	-3.1%	-17.3%	-12.7%	Jan '25
USD/JPY	159.35	0.06%	-0.2%	0.1%	0.9%	4.5%	-	-0.4%	1.9%	20.3%	46.3%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	19.60	1.9%	-18.9%	-27.9%	22.7%	3.0%	-47.8%	-13.8%	31.1%	10.1%	17.7%	18.1%	-41.6%	-62.5%	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	50.51		-0.01%	-0.2%	-0.3%	0.0%	1.2%	4.9%	6.1%	0.2%	18.4%	18.0%	17.4%	22.6%	-0.8%	Feb '26
Interm Muni- JPMorgan	50.38		0.13%	0.6%	0.0%	0.1%	1.4%	7.8%	4.3%	0.6%	9.6%	6.6%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.50		0.11%	0.4%	0.6%	0.4%	1.9%	8.6%	8.8%	0.9%	13.7%	4.2%	4.5%	21.5%	-1.3%	Feb '26
Interm Bond- Vanguard	77.28		0.1%	0.5%	0.5%	0.1%	0.6%	7.3%	8.5%	0.3%	12.4%	2.7%	2.4%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.6%	1.5%	0.6%	2.6%	10.5%	8.2%	1.0%	30.2%	36.4%	29.6%	36.2%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.15		0.05%	1.0%	1.1%	-0.6%	1.2%	7.1%	8.2%	0.1%	17.2%	14.6%	13.8%	27.8%	-1.8%	Feb '26
Long Bond- Vanguard	75.24		0.3%	0.5%	2.5%	-0.3%	-0.8%	9.8%	7.2%	0.5%	10.2%	-7.9%	-11.1%	25.5%	-2.4%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.4%	0.3%	-0.1%	1.0%	6.7%	3.3%	0.3%	8.8%	2.4%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.32		0.12%	0.7%	0.0%	-0.1%	1.4%	8.0%	3.4%	0.5%	7.9%	3.4%	2.5%	14.4%	-1.4%	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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