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S&P 500

Return

91.6%

[

20.5%

annualized]

Dec 30 2022 - Jun 25 2026

DJIA (Large Value)

Return

57.1%

[

13.8%

annualized]

Dec 30 2022 - Jun 25 2026

Russell 2000 (Small Cap)

Return

71.0%

[

16.6%

annualized]

Dec 30 2022 - Jun 25 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 25 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	7356.00	-0.03%	-1.9%	-1.6%	11.6%	6.1%	20.7%	16.4%	7.5%	69.2%	71.8%	53.4%	105.6%	-3.3%	Jun '26
DJIA (Large Value)	52085.28	0.5%	1.0%	3.0%	12.2%	6.9%	21.2%	13.0%	8.4%	54.4%	51.3%	42.4%	78.3%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	3012.22	0.9%	1.1%	5.0%	18.8%	18.2%	41.0%	11.3%	21.4%	65.4%	29.0%	32.5%	78.5%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25320.18	-0.6%	-4.5%	-3.9%	15.5%	7.2%	26.8%	20.4%	8.9%	87.7%	76.3%	59.9%	143.1%	-6.5%	Jun '26
Aggregate Bond	99.32	0.13%	0.4%	0.9%	0.9%	0.6%	4.2%	7.2%	0.7%	12.7%	0.8%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.46	0.05%	0.4%	1.0%	1.5%	0.4%	4.9%	7.9%	0.9%	15.6%	-0.9%	-0.4%	26.3%	-0.9%	Feb '26
High Yield Bond	79.86	0.01%	-0.2%	-0.1%	1.6%	1.0%	5.1%	8.6%	1.0%	27.9%	19.1%	17.6%	37.7%	-0.6%	May '26
Preferred	30.48	-0.7%	-2.4%	-2.4%	0.5%	-0.4%	5.2%	4.9%	0.0%	19.7%	3.8%	1.2%	24.3%	-3.9%	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	51.94	1.5%	0.2%	3.3%	5.1%	13.8%	21.4%	9.9%	15.0%	37.6%	39.1%	26.5%	62.4%	-2.7%	Feb '26
Consumer Discretionary/Cyclical	113.71	-1.2%	-2.9%	-4.6%	2.7%	-7.1%	7.4%	7.4%	-4.6%	40.6%	32.9%	12.1%	68.6%	-8.5%	Jan '26
Financial Services	53.85	0.2%	0.5%	3.7%	9.1%	-2.9%	6.0%	14.9%	-1.2%	71.8%	58.4%	46.6%	88.6%	-4.0%	Jan '26
Real Estate	96.40	-0.6%	0.9%	-0.4%	9.7%	9.8%	12.3%	3.3%	10.1%	35.8%	12.5%	-1.0%	45.3%	-2.1%	Jun '26
Communication Services	105.66	-0.8%	-3.5%	-8.5%	-5.2%	-10.2%	1.4%	23.1%	-10.0%	70.1%	37.5%	41.3%	130.4%	-11.7%	Jan '26
Energy	53.94	0.7%	0.3%	-9.3%	-10.9%	22.4%	30.6%	7.9%	21.4%	52.4%	132.0%	118.7%	51.5%	-13.8%	Mar '26
Industrials	184.18	2.2%	1.8%	7.2%	11.6%	17.3%	29.4%	19.3%	19.1%	85.7%	93.5%	87.4%	129.2%	NewNew Peak	Jun '26
Technology	183.88	0.5%	-3.9%	1.9%	34.5%	25.8%	48.1%	24.6%	27.9%	122.1%	162.6%	116.5%	223.7%	-7.2%	Jun '26
Consumer Staples/Defensive	83.94	-0.6%	0.8%	-1.0%	3.0%	8.1%	6.8%	1.5%	8.7%	22.6%	36.5%	21.7%	36.2%	-6.2%	Feb '26
Healthcare	155.80	1.6%	4.3%	3.9%	6.5%	0.4%	17.9%	14.5%	1.1%	23.6%	33.8%	19.7%	35.4%	-2.3%	Feb '26
Utilities	45.58	0.09%	1.8%	0.5%	0.7%	7.2%	15.7%	16.0%	7.5%	52.4%	64.5%	46.2%	64.9%	-3.8%	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	154.83	0.4%	-1.8%	-0.7%	11.1%	8.5%	23.6%	22.4%	9.4%	72.1%	65.3%	56.2%	112.3%	-3.2%	Jun '26
MSCI Emerging Markets	68.11	1.3%	-3.8%	3.4%	18.6%	25.1%	44.0%	34.0%	24.5%	85.8%	37.4%	52.7%	115.1%	-4.4%	Jun '26
FTSE Europe	88.00	1.2%	-0.3%	-0.5%	7.6%	5.6%	17.8%	35.8%	5.7%	58.6%	50.0%	46.4%	114.5%	-2.3%	Feb '26
MSCI Japan	93.68	1.1%	-2.7%	2.3%	10.5%	15.6%	34.2%	25.9%	16.0%	67.0%	53.5%	54.6%	110.6%	-3.4%	Jun '26
MSCI India	49.54	-0.2%	-0.1%	2.4%	4.5%	-8.3%	-9.9%	2.7%	-8.3%	17.2%	19.8%	7.3%	23.3%	-15.7%	Sep '24
MSCI China	50.76	-1.3%	-3.8%	-8.6%	-10.4%	-16.3%	-7.5%	31.0%	-15.5%	23.2%	-31.7%	-10.3%	37.3%	-23.3%	Oct '25
International Bond	48.54	0.09%	0.4%	1.0%	1.4%	1.2%	2.4%	2.9%	1.4%	13.3%	2.6%	2.8%	19.0%	-0.7%	Feb '26
iShares Latin America	33.63	1.4%	-0.8%	-3.7%	-3.4%	10.0%	35.8%	52.7%	10.4%	42.9%	49.8%	91.3%	71.6%	-11.7%	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	675.36	-0.05%	-1.9%	-1.5%	11.9%	6.7%	22.1%	17.8%	8.0%	76.0%	84.3%	63.4%	116.5%	-3.3%	Jun '26
US Large Growth	118.07	-1.3%	-4.2%	-5.5%	9.3%	-1.6%	14.7%	19.8%	-0.1%	85.3%	96.8%	70.0%	145.4%	-8.3%	Jun '26
US Large Value	244.35	1.4%	0.9%	3.4%	13.7%	15.4%	29.3%	15.7%	16.6%	67.9%	68.4%	57.7%	91.3%	NewNew Peak	Jun '26

US MidCap Blend	80.71	0.7%	0.8%	3.4%	11.4%	10.1%	22.9%	17.0%	11.7%	79.1%	79.4%	64.6%	112.8%	-0.1%	Jun '26
US MidCap Growth	303.54	0.7%	-0.9%	4.2%	15.4%	6.9%	10.0%	10.7%	9.0%	56.4%	33.1%	24.5%	83.8%	-1.0%	Jun '26
US MidCap Value	199.76	0.8%	2.0%	2.8%	8.4%	12.0%	25.2%	12.1%	13.2%	59.1%	56.8%	46.3%	76.9%	NewNew Peak	Jun '26

US Small Blend	299.65	0.8%	1.1%	3.7%	13.0%	14.2%	29.9%	8.9%	16.6%	63.7%	41.6%	40.5%	82.3%	NewNew Peak	Jun '26
US Small Growth	391.67	0.7%	0.7%	5.2%	21.9%	17.7%	40.4%	12.9%	21.3%	70.7%	29.5%	36.0%	93.1%	-0.6%	Jun '26
US Small Value	219.95	0.6%	1.4%	4.1%	15.0%	19.1%	43.7%	12.4%	21.7%	70.6%	42.8%	42.1%	79.0%	NewNew Peak	Jun '26

Foreign Large Blend	103.39	1.1%	-1.0%	-0.6%	7.0%	7.2%	20.2%	31.6%	7.7%	57.6%	49.1%	47.7%	105.3%	-2.1%	Feb '26
Foreign Growth	123.43	1.4%	-1.3%	1.6%	10.1%	7.6%	14.8%	20.7%	8.3%	38.7%	23.1%	19.8%	81.5%	-1.6%	Jun '26
Foreign Value	76.40	0.9%	-0.3%	-2.9%	4.0%	6.8%	25.2%	42.2%	7.0%	77.7%	77.0%	79.2%	129.9%	-4.4%	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	22.89		0.11%	-0.1%	-0.8%	1.0%	-0.3%	1.3%	3.6%	0.0%	20.3%	27.6%	25.4%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.65		0.01%	0.0%	-0.1%	0.9%	1.9%	4.7%	5.2%	1.7%	20.6%	26.0%	25.4%	27.6%	-0.1%	May '26
Bank Loan- Invesco	20.32		0%	-0.7%	-0.7%	-0.4%	-1.1%	2.8%	6.9%	-1.2%	21.8%	27.0%	25.4%	31.7%	-1.6%	May '26
Interval CEF- Cliffwater	10.46	p	EOD	0.1%	0.5%	1.6%	2.7%	7.1%	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	58.19		0.4%	-2.0%	0.1%	12.3%	8.1%	22.8%	17.7%	9.3%	82.7%	109.8%	103.8%	125.1%	-2.1%	Jun '26
Int’l Min Volatility- Franklin	40.62		0.3%	0.2%	-2.1%	1.9%	11.0%	30.7%	27.1%	10.7%	79.1%	107.0%	97.5%	112.0%	-2.4%	May '26
MidCap 30 - Hennessy (hi fee)	28.77	p	EOD	0.4%	4.8%	17.5%	16.3%	27.6%	3.0%	18.5%	93.6%	122.5%	121.3%	127.5%	-0.9%	Jun '26
Small Value- Avantis	124.16		0.8%	1.8%	3.4%	12.1%	19.9%	40.3%	7.4%	22.1%	74.8%	74.4%	65.2%	89.6%	-0.2%	Jun '26
Mid Value- Pacer Cash Cows	62.45		0.3%	1.1%	-2.9%	0.1%	3.2%	17.1%	9.0%	4.1%	43.1%	60.2%	43.9%	55.7%	-4.6%	Jun '26
Growth- S&P Momentum	158.99		3.4%	-0.6%	9.7%	37.9%	31.3%	45.6%	26.6%	33.6%	197.4%	188.5%	159.6%	219.0%	-1.6%	Jun '26
Invesco S&P Quality	88.68		1.9%	-0.8%	4.8%	16.0%	16.6%	28.0%	13.2%	18.6%	86.3%	95.7%	76.5%	132.6%	-1.0%	Jun '26
Rotation Factor- BlackRock	66.61		0.2%	-1.6%	-0.1%	12.9%	8.3%	25.6%	20.0%	9.8%	95.8%	101.9%	85.6%	151.5%	-2.1%	Jun '26
US Min Volatility- Fidelity	67.47		-0.6%	-1.1%	-4.0%	4.1%	0.6%	10.5%	11.8%	1.5%	42.8%	53.7%	38.1%	68.4%	-4.2%	May '26
Derivative Income- JPMorgan	56.16		0.2%	0.1%	-0.3%	0.5%	0.3%	7.2%	8.1%	0.8%	29.3%	41.3%	30.6%	49.0%	-4.2%	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	17.18	p	EOD	-1.0%	-0.8%	4.8%	8.5%	11.9%	6.5%	8.7%	30.7%	41.5%	40.7%	40.2%	-1.5%	May '26
Multistrategy- AQR	14.66	p	EOD	-0.4%	-0.4%	1.7%	4.7%	12.9%	16.4%	4.6%	46.3%	75.8%	71.9%	53.6%	-1.7%	Jun '26
Long Short- AQR	20.52	p	EOD	-2.3%	-1.4%	-0.2%	-3.3%	11.6%	34.4%	-3.0%	94.1%	177.6%	150.4%	138.8%	-3.6%	Dec '25
Mkt Neutral- BlackRock	16.19	p	EOD	-1.7%	1.6%	6.3%	10.7%	21.3%	18.3%	11.0%	74.4%	81.2%	87.7%	88.4%	-1.9%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.0%	0.3%	1.4%	2.7%	6.8%	7.2%	2.5%	21.2%	44.6%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.64		-0.4%	-1.2%	-1.4%	5.1%	2.7%	13.6%	9.1%	3.8%	47.1%	60.2%	49.1%	64.9%	-1.6%	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)	340.91	-1.3%	-7.4%	-11.0%	17.2%	8.6%	100.2%	66.0%	9.0%	181.0%	180.6%	137.1%	252.3%	-15.3%	May '26
Meta (Communications)	545.94	-2.1%	-5.4%	-10.5%	-8.2%	-18.1%	-22.8%	13.1%	-17.2%	90.6%	61.2%	62.5%	331.5%	-30.7%	Aug '25
Amazon (Cyclical)	227.68	-2.8%	-6.8%	-14.5%	7.5%	-2.0%	7.4%	5.2%	-1.4%	76.0%	33.9%	33.6%	101.7%	-17.2%	May '26
Tesla (Cyclical)	373.30	-0.6%	-6.8%	-12.4%	-3.3%	-23.1%	14.0%	11.4%	-17.0%	45.5%	66.7%	-6.7%	71.8%	-23.8%	Dec '25
Procter & Gamble (Defensive)	149.26	-1.8%	-0.7%	3.3%	4.5%	4.8%	-3.4%	-12.3%	5.7%	8.7%	25.6%	2.8%	32.2%	-13.5%	Dec '24
PepsiCo (Defensive)	140.23	-1.4%	-1.3%	-6.9%	-7.6%	-1.6%	12.7%	-1.8%	-1.4%	-17.2%	11.0%	-7.3%	-7.2%	-20.9%	May '23
Coca-Cola (Defensive)	80.28	-0.4%	1.1%	-1.5%	6.7%	15.3%	17.8%	15.6%	15.6%	42.4%	70.2%	53.6%	61.6%	-4.0%	Jun '26
Exxon Mobil (Energy)	137.01	0.08%	-0.6%	-11.6%	-15.5%	16.5%	30.5%	16.0%	15.4%	47.9%	154.7%	151.9%	57.7%	-19.6%	Mar '26
Chevron (Energy)	171.59	0.08%	-1.2%	-10.4%	-16.4%	15.1%	23.7%	10.1%	13.7%	27.5%	94.5%	70.7%	25.6%	-18.7%	Mar '26
JPMorgan Chase (Financial)	337.69	1.3%	3.8%	10.2%	14.9%	3.6%	21.2%	37.3%	5.8%	160.4%	148.7%	134.2%	254.3%	NewNew Peak	Jun '26
Visa (Financial)	335.53	1.0%	2.5%	2.0%	10.3%	-5.1%	-2.1%	11.8%	-3.9%	49.5%	46.8%	56.8%	93.8%	-9.4%	Jun '25
Mastercard (Financial)	495.58	0.2%	1.2%	-0.6%	-1.3%	-14.2%	-9.3%	9.0%	-12.9%	32.8%	34.4%	37.2%	78.6%	-16.9%	Aug '25
Bank of America (Financial)	58.29	1.0%	3.7%	12.5%	19.6%	4.2%	26.5%	28.0%	6.6%	125.3%	57.5%	40.5%	113.6%	NewNew Peak	Jun '26
UnitedHealth (Health)	416.24	2.6%	3.8%	7.1%	53.8%	28.1%	40.7%	-33.1%	27.1%	-7.8%	11.6%	-10.7%	-11.1%	-31.0%	Nov '24
Johnson & Johnson (Health)	244.07	1.3%	6.9%	4.8%	1.7%	18.1%	63.3%	47.5%	18.6%	60.1%	70.1%	60.8%	66.3%	-1.8%	Mar '26
Eli Lilly (Health)	1129.05	1.1%	2.8%	6.0%	23.4%	5.2%	43.5%	40.2%	5.4%	151.4%	414.1%	332.8%	258.4%	-2.7%	Jun '26
Union Pacific (Industrials)	265.99	2.3%	3.5%	0.0%	10.2%	13.8%	19.3%	3.9%	15.6%	41.6%	33.9%	18.4%	50.2%	-4.3%	May '26
Honeywell (Industrials)	231.71	1.9%	1.2%	1.7%	3.2%	18.9%	13.3%	-6.4%	20.0%	31.0%	24.7%	30.8%	54.1%	-6.1%	Mar '26
Nvidia (IT)	195.16	-1.9%	-7.4%	-9.4%	9.2%	3.5%	26.5%	38.9%	4.6%	362.7%	927.8%	549.2%	1599.3%	-17.2%	May '26
Broadcom (IT)	380.49	-0.4%	-7.4%	-8.1%	19.3%	8.9%	44.6%	50.6%	10.2%	379.0%	802.8%	520.5%	833.9%	-21.0%	Jun '26
Adobe (IT)	195.34	-0.6%	0.1%	-20.2%	-17.7%	-44.7%	-49.6%	-21.3%	-44.2%	-59.7%	-66.3%	-65.4%	-31.7%	-69.2%	Feb '24
Oracle (IT)	152.18	-3.4%	-17.4%	-20.8%	4.6%	-22.5%	-27.1%	18.1%	-21.4%	32.9%	107.5%	83.9%	149.1%	-53.3%	Sep '25
salesforce.com (IT)	150.15	-1.7%	-1.1%	-16.6%	-17.3%	-43.3%	-43.6%	-20.2%	-43.2%	-27.5%	-37.0%	-40.4%	7.1%	-58.8%	Dec '24
Linde PLC (Materials)	524.81	1.8%	2.5%	1.4%	6.6%	23.9%	15.2%	3.2%	23.5%	46.7%	96.4%	64.2%	102.3%	NewNew Peak	Jun '26
Sherwin-Williams (Materials)	338.27	1.5%	5.4%	9.4%	5.1%	4.2%	-0.9%	-3.8%	4.6%	40.2%	28.8%	3.7%	73.3%	-14.4%	Nov '24
American Tower (Real Estate)	169.56	-2.8%	-3.7%	-7.8%	2.4%	-1.1%	-20.8%	-0.9%	-2.5%	0.3%	-26.3%	-32.1%	3.9%	-25.8%	Sep '24
Prologis Inc. (Real Estate)	139.06	-1.3%	-1.1%	-4.7%	6.7%	8.5%	36.0%	25.1%	9.8%	30.0%	30.7%	-4.1%	54.5%	-5.8%	Jun '26
NextEra Energy (Utilities)	87.18	-0.5%	0.5%	-1.6%	-4.4%	9.1%	26.6%	15.5%	9.3%	27.5%	33.6%	6.7%	32.3%	-10.9%	Apr '26
Duke Energy (Utilities)	126.51	-0.01%	2.1%	0.7%	-0.4%	9.5%	12.9%	12.7%	9.8%	58.3%	53.9%	45.5%	70.3%	-4.4%	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	16.10	p	EOD	-0.3%	0.8%	3.2%	2.7%	8.0%	9.4%	2.9%	23.5%	12.3%	11.4%	33.5%	-0.3%	Jun '26
Moderate-60% Stock	69.04		0.3%	-1.0%	0.4%	7.5%	6.1%	16.7%	16.4%	6.7%	47.1%	38.8%	34.1%	70.2%	-1.2%	Jun '26
Mod Agg-80% Stock	55.01	p	EOD	-1.8%	-0.2%	9.1%	7.7%	20.6%	19.6%	8.4%	59.3%	49.9%	44.0%	89.2%	-2.2%	Jun '26
Aggressive-90% Stock	33.89	p	EOD	-2.0%	0.4%	12.0%	11.3%	25.9%	20.9%	12.0%	65.2%	54.6%	47.2%	96.6%	-2.0%	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	59199.46	-2.9%	-5.9%	-21.6%	-17.0%	-32.4%	-44.9%	-6.3%	-32.4%	92.9%	87.1%	27.4%	209.0%	-52.5%	Oct '25
Ethereum	1560.15	-3.7%	-8.7%	-24.4%	-28.0%	-47.0%	-35.5%	-11.0%	-47.4%	-17.6%	-14.0%	-58.5%	20.5%	-67.7%	Aug '25
BNB	552.65	-2.0%	-4.4%	-14.9%	-14.6%	-34.7%	-14.4%	23.1%	-36.0%	126.0%	96.2%	7.9%	104.0%	-57.8%	Oct '25
Solana	66.07	-2.8%	-5.1%	-21.6%	-28.0%	-46.0%	-54.0%	-34.2%	-46.9%	285.3%	130.2%	-61.2%	112.0%	-74.8%	Jan '25
Bitcoin ETF	33.51	-1.1%	-5.9%	-22.0%	-16.6%	-32.3%	-45.3%	-6.4%	-32.5%	-	-	-	-	-53.0%	Oct '25
Grayscale Bitcoin (hi fee)	45.94	-1.0%	-5.9%	-21.9%	-16.7%	-32.6%	-45.9%	-7.6%	-32.8%	165.0%	83.7%	48.4%	353.7%	-53.3%	Oct '25
Bloomberg Commodities	22.36	1.3%	-2.5%	-10.4%	-4.6%	12.7%	25.0%	14.9%	14.5%	37.2%	55.8%	45.4%	26.1%	-13.7%	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	-0.2%	-1.1%	-4.3%	-1.0%	1.0%	0.1%	1.1%	0.2%	26.9%	123.5%	140.5%	24.8%	-6.4%	May '26
10yr Treasury rate	4.38	-0.6%	-1.7%	-4.0%	1.1%	5.8%	1.9%	-9.0%	5.1%	17.0%	184.9%	168.8%	12.1%	-12.3%	Oct '23
5yr Treasury rate	4.14	-0.8%	-1.9%	-2.7%	4.4%	11.5%	7.7%	-15.0%	11.3%	3.7%	345.5%	203.5%	0.8%	-16.5%	Oct '23
13-week T-bill	3.68	-0.2%	0.7%	2.7%	1.7%	3.6%	-12.1%	-15.7%	3.8%	-28.3%	8462.8%	6847.2%	4.2%	-31.2%	Oct '23
Crude Oil	71.67	1.9%	-6.4%	-25.8%	-20.6%	22.8%	10.4%	-19.9%	24.8%	3.6%	-3.2%	-5.8%	-17.9%	-36.5%	Apr '26
Gold	4052.80	1.6%	-4.1%	-10.4%	-10.9%	-9.5%	21.8%	64.5%	-6.3%	111.2%	128.1%	125.2%	142.6%	-23.8%	Jan '26
USD/EUR	0.88	-0.2%	0.7%	1.9%	2.0%	3.6%	2.6%	-11.4%	3.2%	-	-	-0.1%	-14.7%	-10.0%	Jan '25
USD/JPY	161.69	-0.05%	0.2%	1.6%	1.9%	3.5%	11.6%	-0.4%	3.4%	-	-	40.4%	10.2%	NewNew Peak	Jun '26
S&P 500 Volatility Index	18.91	1.5%	15.3%	13.2%	-25.3%	40.4%	12.8%	-13.8%	26.5%	40.7%	21.1%	13.9%	-43.7%	-63.9%	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	50.62		0.08%	0.2%	0.2%	0.8%	1.3%	4.0%	6.1%	1.1%	19.3%	18.6%	18.6%	23.8%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.60		0.07%	0.2%	1.2%	1.9%	1.5%	5.6%	4.3%	1.4%	11.4%	6.4%	5.8%	17.4%	-0.5%	Feb '26
Interm Bond- Janus MSB	45.37		0.2%	0.7%	0.9%	1.1%	0.9%	5.9%	8.8%	1.0%	15.0%	4.4%	4.6%	21.6%	-1.1%	Feb '26
Interm Bond- Vanguard	76.90		0.2%	0.5%	0.8%	0.5%	0.0%	3.7%	8.5%	0.1%	14.0%	1.5%	2.3%	20.1%	-1.7%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	-0.1%	0.1%	2.1%	2.5%	7.2%	8.2%	2.2%	31.4%	35.0%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	48.40		0.2%	0.3%	1.0%	2.0%	1.1%	4.5%	8.2%	1.1%	19.0%	15.0%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	75.71		-0.12%	0.4%	1.7%	2.5%	0.9%	6.0%	7.2%	1.6%	13.1%	-10.0%	-10.2%	26.8%	-1.4%	Oct '25
Long CA Muni- PIMCO	9.45	p	EOD	0.0%	1.4%	2.1%	1.4%	5.6%	3.3%	1.0%	10.2%	1.8%	1.2%	16.3%	-0.6%	Feb '26
Long Muni- iShares	57.53		0.04%	0.1%	1.2%	1.9%	1.2%	6.3%	3.4%	1.1%	9.5%	3.6%	3.1%	15.1%	-0.8%	Feb '26

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