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Your Al Research Analyst for investment management,
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S&P 500

Return

93.6%

[

21.2%

annualized]

Dec 30 2022 - Jun 08 2026

DJIA (Large Value)

Return

53.5%

[

13.3%

annualized]

Dec 30 2022 - Jun 08 2026

Russell 2000 (Small Cap)

Return

62.9%

[

15.2%

annualized]

Dec 30 2022 - Jun 08 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 08 01:00 PM EDT, next update at 01:10 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	7433.31	0.7%	-2.2%	0.5%	10.3%	8.6%	23.9%	16.4%	8.6%	73.1%	75.8%	55.0%	107.8%	-2.3%	Jun '26
DJIA (Large Value)	50888.51	0.04%	-0.4%	2.6%	7.1%	6.6%	19.0%	13.0%	5.9%	50.4%	47.1%	39.1%	74.2%	-1.3%	Jun '26
Russell 2000 (Small Cap)	2869.48	1.3%	-1.2%	0.3%	13.6%	13.8%	34.6%	11.3%	15.6%	52.6%	22.4%	26.3%	70.0%	-2.3%	May '26
NASDAQ Comp (Tech/Growth)	26055.35	1.3%	-3.8%	-0.7%	16.4%	10.7%	33.4%	20.4%	12.1%	96.8%	87.1%	64.6%	150.1%	-3.8%	Jun '26
Aggregate Bond	98.19	0.02%	-0.5%	-1.0%	-1.3%	-0.1%	4.6%	7.2%	-0.4%	11.5%	-0.3%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	108.12	-0.05%	-0.7%	-1.0%	-1.1%	-0.4%	5.4%	7.9%	-0.4%	14.9%	-1.4%	-1.6%	24.7%	-2.1%	Feb '26
High Yield Bond	79.53	0.12%	-0.4%	-0.8%	0.8%	1.2%	5.8%	8.6%	0.6%	26.5%	19.3%	17.2%	37.1%	-1.0%	May '26
Preferred	30.97	0.2%	-1.4%	-2.4%	0.4%	2.1%	7.6%	4.9%	1.6%	20.3%	6.5%	2.9%	26.3%	-2.4%	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	50.04	-1.2%	-1.7%	-3.0%	0.8%	16.2%	16.2%	9.9%	10.8%	33.2%	27.1%	21.9%	56.5%	-6.3%	Feb '26
Consumer Discretionary/Cyclical	115.61	0.7%	-2.2%	-3.8%	1.2%	-1.6%	9.8%	7.4%	-3.0%	47.7%	39.7%	14.0%	71.4%	-7.0%	Jan '26
Financial Services	52.15	-0.3%	1.4%	1.8%	3.7%	-1.6%	3.3%	14.9%	-4.3%	65.1%	49.2%	42.0%	82.7%	-7.1%	Jan '26
Real Estate	95.72	-1.1%	1.7%	-0.9%	3.4%	9.5%	10.8%	3.3%	9.3%	29.9%	10.7%	-1.7%	44.3%	-1.5%	May '26
Communication Services	110.90	-0.7%	-4.1%	-5.2%	-5.3%	-4.0%	8.3%	23.1%	-5.5%	81.3%	47.0%	48.3%	141.8%	-7.4%	Jan '26
Energy	58.31	1.1%	1.8%	4.7%	3.8%	30.3%	44.3%	7.9%	31.3%	57.2%	150.3%	136.4%	63.8%	-6.8%	Mar '26
Industrials	174.00	-0.10%	0.9%	0.5%	2.7%	13.4%	21.7%	19.3%	12.5%	77.2%	79.0%	77.1%	116.5%	-2.5%	Mar '26
Technology	185.53	2.9%	-5.2%	5.7%	35.3%	26.0%	56.6%	24.6%	29.0%	129.3%	175.3%	118.4%	226.6%	-6.4%	Jun '26
Consumer Staples/Defensive	83.14	-0.4%	1.4%	-1.2%	-2.5%	8.3%	4.6%	1.5%	7.6%	23.2%	33.9%	20.6%	34.9%	-7.1%	Feb '26
Healthcare	152.72	-0.2%	3.3%	6.4%	0.4%	1.7%	15.7%	14.5%	-0.9%	23.5%	35.5%	17.4%	32.7%	-4.3%	Feb '26
Utilities	43.67	-1.5%	1.3%	-2.3%	-5.9%	3.7%	10.6%	16.0%	3.0%	43.3%	56.4%	40.1%	58.0%	-7.9%	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	155.45	0.7%	-2.3%	0.0%	9.7%	10.6%	25.7%	22.4%	9.9%	73.6%	67.3%	56.9%	113.1%	-2.8%	Jun '26
MSCI Emerging Markets	65.99	2.2%	-5.8%	-2.9%	15.1%	22.5%	44.0%	34.0%	20.6%	77.7%	33.8%	47.9%	108.4%	-6.8%	Jun '26
FTSE Europe	87.61	0.6%	-1.0%	-0.6%	4.5%	8.6%	16.4%	35.8%	5.3%	56.4%	47.4%	45.8%	113.6%	-2.7%	Feb '26
MSCI Japan	92.11	1.5%	-0.9%	-0.1%	8.7%	14.9%	30.5%	25.9%	14.1%	62.5%	49.7%	52.0%	107.1%	-2.2%	Jun '26
MSCI India	47.28	-0.13%	-1.5%	-5.1%	-5.4%	-10.9%	-13.9%	2.7%	-12.5%	12.8%	12.2%	2.4%	17.7%	-19.6%	Sep '24
MSCI China	54.14	-0.6%	-2.3%	-7.2%	-4.5%	-11.9%	0.8%	31.0%	-9.9%	27.5%	-25.6%	-4.3%	46.4%	-18.2%	Oct '25
International Bond	47.97	-0.09%	-0.3%	-0.4%	-0.5%	0.3%	1.6%	2.9%	0.2%	12.4%	1.2%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	32.77	-1.1%	-5.6%	-10.0%	-3.1%	9.4%	34.1%	52.7%	7.6%	43.2%	46.0%	86.4%	67.2%	-14.0%	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	682.16	0.6%	-2.2%	0.6%	10.7%	9.2%	25.4%	17.8%	9.1%	80.1%	88.7%	65.0%	118.7%	-2.3%	Jun '26
US Large Growth	123.56	0.7%	-4.0%	0.0%	10.7%	3.8%	22.8%	19.8%	4.5%	98.4%	115.7%	77.9%	156.8%	-4.0%	Jun '26
US Large Value	237.86	0.6%	0.2%	1.7%	9.7%	14.7%	26.9%	15.7%	13.5%	63.1%	61.9%	53.5%	86.3%	-1.3%	Jun '26

US MidCap Blend	78.74	0.3%	-0.6%	2.1%	6.6%	10.0%	20.6%	17.0%	8.9%	77.1%	78.7%	60.6%	107.7%	-1.8%	Jun '26
US MidCap Growth	295.41	0.6%	-2.0%	2.3%	8.9%	4.3%	8.3%	10.7%	6.0%	53.1%	35.4%	21.2%	78.9%	-3.0%	Jun '26
US MidCap Value	195.28	-0.06%	0.7%	1.9%	4.8%	11.7%	22.7%	12.1%	10.7%	55.3%	49.7%	43.0%	72.9%	-1.0%	Jun '26

US Small Blend	290.42	0.8%	-0.9%	0.8%	9.9%	12.8%	26.4%	8.9%	13.0%	55.4%	37.1%	36.2%	76.7%	-1.7%	Jun '26
US Small Growth	371.33	1.4%	-2.1%	0.6%	15.9%	12.3%	33.0%	12.9%	15.0%	57.9%	25.6%	28.9%	83.0%	-3.0%	Jun '26
US Small Value	211.81	1.1%	-0.4%	0.1%	11.5%	16.4%	39.5%	12.4%	17.2%	57.8%	33.9%	36.8%	72.4%	-1.6%	May '26

Foreign Large Blend	103.04	0.8%	-1.3%	-0.9%	4.8%	9.9%	18.9%	31.6%	7.3%	55.6%	47.1%	47.2%	104.6%	-2.5%	Feb '26
Foreign Growth	121.42	1.3%	-1.3%	-0.9%	5.6%	7.7%	12.0%	20.7%	6.6%	35.0%	21.0%	17.8%	78.5%	-2.2%	Jun '26
Foreign Value	77.22	0.4%	-1.3%	-1.0%	4.1%	12.1%	25.8%	42.2%	8.1%	78.3%	75.4%	81.1%	132.3%	-3.4%	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	22.87		-0.04%	-0.2%	-0.8%	1.4%	-0.4%	1.5%	3.6%	0.0%	22.0%	27.5%	25.3%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.58		0.01%	0.1%	0.0%	1.2%	2.2%	4.7%	5.2%	1.5%	20.8%	25.8%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.47		0.05%	-0.2%	-0.9%	1.6%	0.1%	3.9%	6.9%	-0.5%	23.5%	27.6%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.4%	1.7%	2.8%	7.4%	8.9%	2.3%	34.9%	58.2%	50.6%	43.8%	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	58.01		0.8%	-1.8%	0.2%	10.3%	9.6%	24.1%	17.7%	9.0%	84.2%	105.6%	103.2%	124.4%	-2.0%	Jun '26
Int’l Min Volatility- Franklin	40.24		0.3%	-1.2%	-0.8%	1.8%	11.8%	27.2%	27.1%	9.7%	75.3%	105.4%	95.7%	110.1%	-3.3%	May '26
MidCap 30 - Hennessy (hi fee)	27.78	p	EOD	-2.6%	-0.6%	15.3%	14.1%	23.5%	3.0%	14.5%	81.6%	106.3%	113.7%	119.7%	-4.1%	May '26
Small Value- Avantis	121.13		1.2%	0.9%	1.1%	11.8%	19.0%	37.1%	7.4%	19.1%	65.0%	65.9%	61.2%	85.0%	-0.3%	Jun '26
Mid Value- Pacer Cash Cows	63.88		-0.05%	-2.5%	0.9%	0.6%	7.3%	19.4%	9.0%	6.5%	44.7%	61.3%	47.2%	59.2%	-2.5%	Jun '26
Growth- S&P Momentum	148.05		2.6%	-2.8%	3.0%	25.6%	23.0%	39.7%	26.6%	24.4%	176.5%	182.3%	141.7%	197.1%	-4.5%	Jun '26
Invesco S&P Quality	85.81		1.0%	0.9%	4.1%	11.3%	16.0%	21.7%	13.2%	14.8%	82.7%	95.5%	70.7%	125.0%	-1.2%	Jun '26
Rotation Factor- BlackRock	66.51		1.0%	-1.6%	1.1%	11.3%	9.6%	27.3%	20.0%	9.7%	97.9%	103.0%	85.4%	151.2%	-2.2%	Jun '26
US Min Volatility- Fidelity	69.33		-0.3%	-1.4%	0.5%	3.3%	4.3%	13.8%	11.8%	4.3%	48.5%	60.7%	41.9%	73.1%	-1.6%	May '26
Derivative Income- JPMorgan	55.50		-0.04%	0.3%	-0.8%	-3.0%	0.5%	6.6%	8.1%	-0.4%	28.1%	41.4%	29.0%	47.3%	-5.3%	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	17.29	p	EOD	-0.8%	0.7%	6.6%	9.1%	12.1%	6.5%	9.4%	32.2%	41.0%	41.6%	41.1%	-0.9%	May '26
Multistrategy- AQR	14.79	p	EOD	-0.7%	0.6%	2.9%	7.2%	14.3%	16.4%	5.6%	50.0%	73.5%	73.4%	55.0%	-0.9%	Jun '26
Long Short- AQR	20.97	p	EOD	-1.5%	1.0%	1.8%	2.2%	14.6%	34.4%	-0.9%	102.4%	167.1%	155.9%	144.0%	-1.5%	Dec '25
Mkt Neutral- BlackRock	16.51	p	EOD	1.1%	4.9%	10.5%	15.8%	22.5%	18.3%	13.2%	82.3%	84.5%	91.4%	92.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.97	p	EOD	0.1%	0.4%	1.7%	3.0%	7.0%	7.2%	2.5%	21.6%	45.4%	37.1%	28.5%	NewNew Peak	Jun '26
Long Short- First Trust	73.96		0.01%	-0.2%	-0.4%	5.4%	4.3%	13.2%	9.1%	4.3%	48.1%	60.6%	49.8%	65.6%	-1.2%	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)	362.23	-1.7%	-3.8%	-9.6%	21.4%	15.5%	109.3%	66.0%	15.8%	199.0%	204.5%	151.9%	274.4%	-10.0%	May '26
Meta (Communications)	586.64	-1.1%	-2.3%	-3.8%	-9.0%	-11.9%	-15.7%	13.1%	-11.1%	123.5%	77.2%	74.6%	363.7%	-25.6%	Aug '25
Amazon (Cyclical)	245.63	-0.2%	-6.0%	-9.9%	15.2%	8.3%	15.0%	5.2%	6.4%	97.7%	50.5%	44.1%	117.6%	-10.7%	May '26
Tesla (Cyclical)	406.92	4.1%	-2.2%	-5.0%	2.6%	-7.4%	37.9%	11.4%	-9.5%	73.3%	102.2%	1.7%	87.3%	-16.9%	Dec '25
Procter & Gamble (Defensive)	145.24	-0.9%	3.5%	-0.8%	-4.7%	6.5%	-8.9%	-12.3%	2.8%	7.2%	22.3%	0.0%	28.7%	-15.8%	Dec '24
PepsiCo (Defensive)	140.47	-1.0%	0.3%	-9.2%	-11.9%	-2.7%	11.1%	-1.8%	-1.3%	-15.2%	11.3%	-7.1%	-7.0%	-20.8%	May '23
Coca-Cola (Defensive)	79.38	-0.13%	0.9%	1.2%	3.7%	13.8%	14.5%	15.6%	14.3%	43.8%	65.6%	51.9%	59.8%	-3.1%	May '26
Exxon Mobil (Energy)	151.31	0.9%	1.3%	5.4%	0.7%	32.2%	49.7%	16.0%	27.4%	54.6%	192.7%	178.2%	74.1%	-11.2%	Mar '26
Chevron (Energy)	189.40	1.1%	1.9%	4.3%	-0.3%	28.6%	39.5%	10.1%	25.5%	33.7%	111.9%	88.5%	38.7%	-10.3%	Mar '26
JPMorgan Chase (Financial)	312.30	-0.02%	5.3%	3.4%	8.4%	0.0%	19.8%	37.3%	-2.1%	137.6%	114.8%	116.6%	227.7%	-6.2%	Jan '26
Visa (Financial)	319.02	-1.4%	-1.2%	0.3%	0.7%	-2.0%	-13.1%	11.8%	-8.7%	46.3%	42.7%	49.1%	84.2%	-13.9%	Jun '25
Mastercard (Financial)	484.17	-1.4%	-2.2%	-2.3%	-7.1%	-10.1%	-17.5%	9.0%	-14.9%	34.1%	36.5%	34.0%	74.4%	-18.8%	Aug '25
Bank of America (Financial)	53.94	0.2%	5.3%	5.1%	10.9%	0.6%	21.9%	28.0%	-1.4%	97.9%	41.4%	30.0%	97.7%	-5.3%	Jan '26
UnitedHealth (Health)	403.87	1.1%	6.3%	6.3%	42.1%	25.8%	36.9%	-33.1%	23.3%	-12.6%	9.5%	-13.3%	-13.7%	-33.0%	Nov '24
Johnson & Johnson (Health)	231.10	-0.7%	3.4%	4.4%	-3.9%	15.2%	51.9%	47.5%	12.3%	56.5%	61.9%	52.3%	57.5%	-7.0%	Mar '26
Eli Lilly (Health)	1157.28	2.3%	6.9%	22.2%	17.1%	16.4%	51.4%	40.2%	8.1%	165.3%	449.7%	343.6%	267.4%	NewNew Peak	Jun '26
Union Pacific (Industrials)	270.17	-0.8%	2.5%	2.1%	6.3%	15.3%	23.0%	3.9%	17.4%	43.0%	35.6%	20.3%	52.6%	-2.8%	May '26
Honeywell (Industrials)	212.92	-0.5%	-10.0%	0.5%	-9.0%	12.1%	0.9%	-6.4%	10.3%	21.6%	9.1%	20.2%	41.6%	-13.7%	Mar '26
Nvidia (IT)	208.56	1.7%	-6.9%	-3.1%	17.3%	12.4%	47.2%	38.9%	11.8%	442.0%	1097.7%	593.8%	1715.9%	-11.5%	May '26
Broadcom (IT)	396.21	2.7%	-13.9%	-7.9%	20.1%	-0.8%	61.8%	50.6%	14.7%	412.7%	844.8%	546.2%	872.5%	-17.7%	Jun '26
Adobe (IT)	245.68	-2.3%	-10.3%	-2.9%	-13.4%	-27.6%	-41.1%	-21.3%	-29.8%	-44.0%	-51.8%	-56.5%	-14.1%	-61.3%	Feb '24
Oracle (IT)	212.46	-0.6%	-14.4%	8.4%	39.4%	-3.1%	23.3%	18.1%	9.7%	104.8%	168.7%	156.8%	247.8%	-34.8%	Sep '25
salesforce.com (IT)	182.10	-1.9%	-13.1%	0.2%	-9.7%	-29.5%	-33.2%	-20.2%	-31.1%	-11.8%	-21.8%	-27.7%	29.9%	-50.0%	Dec '24
Linde PLC (Materials)	500.52	-1.5%	0.9%	1.5%	3.6%	29.0%	7.0%	3.2%	17.8%	43.1%	82.5%	56.6%	93.0%	-3.3%	May '26
Sherwin-Williams (Materials)	300.30	-1.6%	1.8%	-5.2%	-9.0%	-8.0%	-15.4%	-3.8%	-7.1%	26.4%	11.5%	-7.9%	53.8%	-24.0%	Nov '24
American Tower (Real Estate)	189.26	-2.5%	0.9%	7.2%	1.4%	5.4%	-7.7%	-0.9%	8.9%	10.5%	-17.2%	-24.2%	15.9%	-17.2%	Sep '24
Prologis Inc. (Real Estate)	142.33	-1.5%	2.4%	-1.2%	6.6%	14.1%	35.4%	25.1%	12.4%	25.4%	32.6%	-1.9%	58.1%	-3.1%	May '26
NextEra Energy (Utilities)	85.04	-0.9%	2.4%	-8.7%	-6.6%	6.3%	20.4%	15.5%	6.7%	23.1%	33.5%	4.1%	29.1%	-13.1%	Apr '26
Duke Energy (Utilities)	122.27	-1.6%	2.0%	-0.7%	-6.9%	7.9%	9.8%	12.7%	6.1%	49.2%	47.4%	40.6%	64.6%	-7.6%	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	15.96	p	EOD	-1.0%	-0.5%	1.2%	2.4%	8.3%	9.4%	2.0%	22.6%	11.4%	10.4%	32.3%	-1.1%	Jun '26
Moderate-60% Stock	68.60		0.5%	-1.6%	-0.3%	5.3%	6.8%	17.3%	16.4%	6.0%	46.4%	38.2%	33.2%	69.1%	-1.8%	Jun '26
Mod Agg-80% Stock	54.59	p	EOD	-2.6%	-0.8%	6.6%	8.4%	21.0%	19.6%	7.6%	58.4%	49.4%	42.9%	87.7%	-2.9%	Jun '26
Aggressive-90% Stock	33.31	p	EOD	-3.0%	-1.3%	9.2%	11.0%	25.2%	20.9%	10.0%	62.3%	53.1%	44.7%	93.2%	-3.6%	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	63505.89	0.4%	-11.0%	-20.8%	-6.8%	-29.9%	-39.2%	-6.3%	-27.4%	139.6%	89.7%	36.7%	231.5%	-49.1%	Oct '25
Ethereum	1682.90	-0.2%	-16.0%	-27.1%	-15.0%	-46.2%	-32.1%	-11.0%	-43.3%	-8.9%	-33.2%	-55.3%	30.0%	-65.2%	Aug '25
BNB	603.89	0.04%	-12.7%	-7.0%	-3.7%	-32.7%	-6.1%	23.1%	-30.0%	130.4%	70.6%	17.9%	122.9%	-53.9%	Oct '25
Solana	66.95	1.0%	-17.4%	-27.2%	-20.9%	-49.8%	-54.7%	-34.2%	-46.2%	254.1%	61.3%	-60.7%	114.8%	-74.4%	Jan '25
Bitcoin ETF	35.97	5.4%	-11.2%	-20.8%	-6.8%	-30.2%	-39.3%	-6.4%	-27.5%	-	-	-	-	-49.5%	Oct '25
Grayscale Bitcoin (hi fee)	49.31	5.4%	-11.1%	-20.9%	-7.1%	-30.5%	-40.0%	-7.6%	-27.9%	294.1%	98.9%	59.3%	386.9%	-49.9%	Oct '25
Bloomberg Commodities	23.99	0.4%	-2.6%	-3.6%	2.1%	22.3%	33.0%	14.9%	22.8%	49.3%	63.0%	56.0%	35.3%	-7.4%	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	5.03	0.5%	0.7%	1.6%	5.7%	4.3%	1.2%	1.1%	3.8%	29.4%	127.5%	149.3%	29.4%	-3.0%	May '26
10yr Treasury rate	4.56	0.4%	1.8%	4.4%	10.2%	9.2%	1.0%	-9.0%	9.4%	22.7%	198.2%	179.9%	16.8%	-8.7%	Oct '23
5yr Treasury rate	4.29	0.2%	2.5%	6.9%	15.5%	14.3%	4.0%	-15.0%	15.3%	11.3%	460.1%	214.3%	4.3%	-13.5%	Oct '23
13-week T-bill	3.63	0.08%	0.2%	0.9%	1.6%	0.3%	-14.3%	-15.7%	2.3%	-28.9%	18040.0%	6745.3%	2.7%	-32.2%	Oct '23
Crude Oil	91.16	0.7%	-1.1%	-4.5%	0.3%	54.8%	41.2%	-19.9%	58.8%	27.9%	30.1%	19.8%	4.5%	-19.3%	Apr '26
Gold	4369.80	0.8%	-2.4%	-7.4%	-15.1%	4.4%	31.5%	64.5%	1.0%	122.5%	130.9%	142.8%	161.6%	-17.8%	Jan '26
USD/EUR	0.87	-0.1%	0.8%	2.1%	0.6%	0.8%	-	-11.4%	1.8%	-6.6%	5.5%	-1.5%	-15.9%	-11.3%	Jan '25
USD/JPY	160.14	-0.10%	0.3%	2.2%	1.7%	3.1%	-	-0.4%	2.4%	15.3%	46.3%	39.1%	9.1%	-0.9%	Jul '24
S&P 500 Volatility Index	18.39	-14.5%	14.6%	7.0%	-37.6%	10.4%	9.7%	-13.8%	23.0%	34.7%	7.7%	10.8%	-45.2%	-64.9%	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		-0.01%	-0.1%	0.0%	0.3%	1.5%	4.7%	6.1%	1.1%	19.2%	18.5%	18.5%	23.7%	-0.2%	Jun '26
Interm Muni- JPMorgan	50.36		-0.02%	0.0%	-0.1%	-0.1%	1.2%	5.9%	4.3%	0.9%	11.4%	5.7%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.78		-0.01%	-0.5%	-1.4%	-1.5%	0.4%	6.6%	8.8%	-0.3%	13.5%	2.9%	3.3%	20.0%	-2.4%	Feb '26
Interm Bond- Vanguard	76.04		-0.01%	-0.5%	-1.3%	-1.7%	-0.7%	4.4%	8.5%	-1.0%	12.7%	0.3%	1.1%	18.7%	-2.8%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	-0.2%	0.3%	2.4%	2.8%	8.0%	8.2%	2.2%	32.3%	35.2%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	47.83		-0.13%	-0.7%	-0.6%	-0.2%	0.4%	4.2%	8.2%	-0.1%	17.6%	13.8%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	74.41		-0.1%	-0.9%	-0.9%	-1.0%	-0.5%	6.4%	7.2%	-0.1%	12.7%	-10.0%	-11.7%	24.6%	-3.1%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.0%	0.0%	0.0%	1.1%	5.7%	3.3%	0.7%	10.4%	1.4%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.27		-0.02%	0.1%	0.0%	-0.3%	1.1%	6.7%	3.4%	0.6%	9.6%	2.9%	2.6%	14.5%	-1.2%	Feb '26

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