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S&P 500

-0.2%

BelowPeak May '26

Return

95.1%

[

21.7%

annualized]

Dec 30 2022 - May 22 2026

DJIA (Large Value)

NewNew Peak

Return

52.9%

[

13.3%

annualized]

Dec 30 2022 - May 22 2026

Russell 2000 (Small Cap)

-0.5%

BelowPeak May '26

Return

63.1%

[

15.5%

annualized]

Dec 30 2022 - May 22 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 May 22 03:00 PM EDT, next update at 03:10 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	7488.98	0.6%	1.1%	4.9%	8.4%	13.4%	28.2%	16.4%	9.4%	78.6%	80.2%	56.1%	109.4%	-0.2%	May '26
DJIA (Large Value)	50679.39	0.8%	2.3%	2.4%	2.1%	9.6%	21.1%	13.0%	5.4%	52.3%	48.2%	38.5%	73.5%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2872.70	1.0%	2.8%	3.1%	7.8%	21.2%	40.4%	11.3%	15.7%	60.0%	29.7%	26.4%	70.2%	-0.5%	May '26
NASDAQ Comp (Tech/Growth)	26409.56	0.4%	0.7%	7.1%	15.4%	18.6%	39.5%	20.4%	13.6%	107.6%	96.0%	66.8%	153.5%	-0.8%	May '26
Aggregate Bond	98.39	0.05%	0.4%	-0.9%	-1.5%	-0.1%	5.4%	7.2%	-0.2%	12.2%	0.5%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	108.32	0.1%	0.4%	-1.0%	-1.8%	-0.1%	6.7%	7.9%	-0.2%	16.0%	0.0%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.93	0.04%	0.6%	-0.2%	0.2%	2.4%	7.3%	8.6%	1.1%	28.1%	20.7%	17.8%	37.8%	-0.4%	Apr '26
Preferred	31.20	0.2%	-0.1%	-0.5%	-0.6%	4.8%	9.8%	4.9%	2.4%	24.3%	8.5%	3.6%	27.2%	-1.6%	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	50.39	0.7%	0.2%	-2.8%	-4.4%	17.8%	19.6%	9.9%	11.6%	36.6%	28.5%	22.8%	57.6%	-5.6%	Feb '26
Consumer Discretionary/Cyclical	119.50	0.7%	2.5%	0.5%	1.9%	6.4%	13.3%	7.4%	0.3%	62.1%	47.7%	17.8%	77.2%	-3.8%	Jan '26
Financial Services	51.99	0.5%	1.7%	-0.4%	-0.4%	1.5%	5.1%	14.9%	-4.6%	67.0%	50.9%	41.6%	82.1%	-7.3%	Jan '26
Real Estate	96.91	0.2%	3.2%	2.5%	3.2%	10.3%	15.8%	3.3%	10.7%	35.2%	19.7%	-0.4%	46.1%	-0.2%	May '26
Communication Services	115.54	-0.5%	-0.5%	-2.0%	-0.8%	3.9%	16.2%	23.1%	-1.5%	92.6%	58.1%	54.5%	151.9%	-3.5%	Jan '26
Energy	59.40	0.5%	-0.1%	5.1%	9.0%	34.9%	50.1%	7.9%	33.7%	65.1%	173.7%	140.9%	66.8%	-5.0%	Mar '26
Industrials	172.26	1.0%	0.5%	0.7%	-2.5%	15.8%	23.6%	19.3%	11.4%	80.6%	80.4%	75.3%	114.4%	-3.4%	Mar '26
Technology	181.04	1.4%	2.7%	14.5%	28.7%	32.9%	58.8%	24.6%	25.9%	134.3%	176.2%	113.1%	218.7%	NewNew Peak	May '26
Consumer Staples/Defensive	84.80	0.2%	0.2%	3.3%	-3.0%	10.4%	7.2%	1.5%	9.8%	23.0%	36.1%	23.0%	37.6%	-5.3%	Feb '26
Healthcare	150.04	1.3%	3.4%	2.5%	-3.9%	-2.1%	17.0%	14.5%	-2.7%	20.0%	30.7%	15.3%	30.4%	-6.0%	Feb '26
Utilities	45.34	0.8%	3.4%	1.0%	-1.5%	4.4%	16.4%	16.0%	7.0%	50.3%	59.4%	45.4%	64.1%	-4.3%	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	156.37	0.4%	1.5%	4.1%	5.9%	15.3%	29.6%	22.4%	10.5%	77.2%	72.1%	57.8%	114.4%	-0.2%	May '26
MSCI Emerging Markets	66.17	0.2%	1.7%	4.4%	6.1%	26.4%	47.2%	34.0%	20.9%	81.4%	40.0%	48.4%	109.0%	-2.6%	May '26
FTSE Europe	88.66	-0.11%	3.3%	1.7%	-1.0%	13.7%	19.9%	35.8%	6.5%	55.7%	52.8%	47.5%	116.1%	-1.6%	Feb '26
MSCI Japan	91.81	0.5%	0.8%	4.6%	0.4%	17.4%	32.7%	25.9%	13.7%	63.9%	52.6%	51.5%	106.4%	-2.3%	Feb '26
MSCI India	48.46	0.9%	1.0%	-3.1%	-9.3%	-10.6%	-9.9%	2.7%	-10.4%	18.5%	21.0%	5.0%	20.6%	-17.6%	Sep '24
MSCI China	55.50	-0.8%	-2.0%	-4.8%	-9.0%	-7.8%	3.6%	31.0%	-7.6%	28.1%	-21.7%	-1.9%	50.1%	-16.1%	Oct '25
International Bond	48.04	0.1%	1.0%	0.0%	-1.2%	0.0%	2.7%	2.9%	0.3%	12.9%	2.0%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	34.94	-0.8%	1.4%	-6.2%	-5.8%	20.1%	43.2%	52.7%	14.7%	62.9%	70.0%	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	686.90	0.6%	1.1%	5.0%	8.7%	14.0%	29.7%	17.8%	9.9%	85.9%	93.3%	66.2%	120.2%	-0.1%	May '26
US Large Growth	125.19	0.4%	0.7%	4.6%	10.4%	10.0%	28.5%	19.8%	5.9%	108.7%	123.9%	80.3%	160.2%	-0.6%	May '26
US Large Value	236.79	0.9%	2.0%	4.5%	5.5%	17.6%	29.1%	15.7%	13.0%	65.2%	63.5%	52.8%	85.4%	NewNew Peak	May '26

US MidCap Blend	78.16	1.0%	2.1%	2.0%	3.1%	12.8%	22.8%	17.0%	8.1%	79.4%	82.0%	59.4%	106.1%	NewNew Peak	May '26
US MidCap Growth	291.52	0.9%	2.1%	2.9%	5.8%	7.2%	10.4%	10.7%	4.6%	54.0%	37.6%	19.6%	76.5%	-1.9%	Oct '25
US MidCap Value	194.71	1.1%	2.1%	1.4%	1.2%	14.4%	24.4%	12.1%	10.4%	58.3%	52.7%	42.6%	72.4%	NewNew Peak	May '26

US Small Blend	289.12	0.9%	2.6%	1.7%	4.0%	17.8%	29.3%	8.9%	12.5%	60.5%	42.9%	35.5%	75.9%	-0.6%	May '26
US Small Growth	372.49	1.2%	2.8%	3.9%	10.5%	21.0%	40.1%	12.9%	15.4%	65.3%	32.5%	29.3%	83.6%	-0.4%	May '26
US Small Value	211.79	1.0%	2.8%	2.7%	5.7%	22.9%	44.3%	12.4%	17.2%	66.3%	42.5%	36.8%	72.4%	-0.5%	May '26

Foreign Large Blend	104.21	0.02%	2.4%	2.2%	-0.7%	14.5%	22.8%	31.6%	8.5%	55.9%	52.3%	48.9%	107.0%	-1.4%	Feb '26
Foreign Growth	121.79	0.3%	3.0%	1.9%	-0.8%	11.5%	15.2%	20.7%	6.9%	33.2%	24.8%	18.2%	79.1%	-1.3%	Feb '26
Foreign Value	78.82	-0.2%	2.0%	2.5%	-0.4%	17.6%	30.4%	42.2%	10.4%	81.4%	82.6%	84.9%	137.1%	-1.4%	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	23.08		-0.02%	0.0%	0.3%	1.8%	1.3%	2.7%	3.6%	0.9%	24.3%	29.6%	26.4%	32.2%	-0.1%	May '26
Ultra Short- Janus AAA CLO	50.69		0.07%	0.1%	0.5%	1.1%	2.4%	5.3%	5.2%	1.8%	21.9%	26.4%	25.5%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.48		-0.07%	-0.7%	-0.4%	0.8%	1.0%	4.6%	6.9%	-0.4%	24.5%	28.2%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.40	p	EOD	-0.1%	0.4%	1.4%	3.0%	7.4%	8.9%	2.0%	35.5%	58.5%	50.2%	43.4%	-0.1%	May '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	58.31		0.3%	0.8%	2.9%	6.4%	14.7%	29.0%	17.7%	9.5%	90.2%	111.7%	104.2%	125.6%	-0.7%	May '26
Int’l Min Volatility- Franklin	41.50		-0.3%	1.1%	2.5%	1.7%	16.6%	32.4%	27.1%	13.2%	80.4%	114.2%	101.8%	116.6%	-0.3%	May '26
MidCap 30 - Hennessy (hi fee)	27.10	p	EOD	0.6%	0.2%	4.5%	18.3%	24.3%	3.0%	11.7%	90.4%	114.1%	108.5%	114.3%	-3.8%	May '26
Small Value- Avantis	120.11		0.7%	2.4%	1.6%	4.2%	24.8%	39.4%	7.4%	18.1%	73.4%	71.4%	59.8%	83.4%	-0.2%	May '26
Mid Value- Pacer Cash Cows	64.40		1.6%	2.3%	2.3%	0.5%	12.4%	22.8%	9.0%	7.4%	48.3%	65.4%	48.4%	60.5%	-0.5%	Feb '26
Growth- S&P Momentum	145.63		0.7%	1.5%	12.8%	21.7%	28.1%	42.4%	26.6%	22.4%	173.7%	184.9%	137.8%	192.2%	-1.3%	May '26
Invesco S&P Quality	84.79		1.3%	2.7%	5.8%	5.8%	17.2%	23.5%	13.2%	13.4%	83.8%	97.1%	68.7%	122.4%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.82		0.5%	0.8%	4.8%	9.0%	14.5%	31.4%	20.0%	10.2%	105.9%	108.3%	86.2%	152.3%	-0.5%	May '26
US Min Volatility- Fidelity	70.38		0.8%	1.6%	3.0%	3.7%	8.1%	17.9%	11.8%	5.9%	50.8%	64.8%	44.0%	75.7%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.35		0.5%	0.8%	-0.9%	-3.3%	3.7%	9.9%	8.1%	1.1%	30.3%	44.6%	31.0%	49.5%	-3.9%	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	17.36	p	EOD	-0.5%	3.1%	9.0%	10.7%	13.6%	6.5%	9.8%	34.2%	42.1%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.73	p	EOD	-0.1%	1.5%	1.5%	7.3%	15.0%	16.4%	5.1%	50.9%	73.7%	72.7%	54.3%	-0.3%	May '26
Long Short- AQR	20.89	p	EOD	0.4%	3.1%	-0.3%	5.0%	15.9%	34.4%	-1.3%	104.8%	158.7%	154.9%	143.1%	-1.9%	Dec '25
Mkt Neutral- BlackRock	15.95	p	EOD	0.3%	3.8%	8.9%	14.1%	18.5%	18.3%	9.4%	78.1%	78.8%	84.9%	85.6%	-0.3%	May '26
Multi Strategy- Variant	26.10	p	EOD	0.0%	0.6%	1.7%	3.0%	7.0%	7.2%	2.2%	21.9%	46.7%	36.7%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.78		0.5%	0.7%	3.2%	5.1%	6.9%	16.2%	9.1%	5.4%	51.0%	65.3%	51.4%	67.4%	NewNew Peak	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)	384.78	-0.7%	-3.0%	13.4%	22.2%	28.6%	126.0%	66.0%	23.0%	210.2%	238.2%	167.6%	297.7%	-4.4%	May '26
Meta (Communications)	610.09	0.4%	-0.7%	-9.6%	-6.9%	2.8%	-3.9%	13.1%	-7.5%	147.6%	94.4%	81.6%	382.3%	-22.6%	Aug '25
Amazon (Cyclical)	267.51	-0.4%	1.3%	4.8%	27.3%	21.2%	31.7%	5.2%	15.9%	132.6%	67.0%	57.0%	136.9%	-2.7%	May '26
Tesla (Cyclical)	429.30	2.7%	1.7%	10.8%	4.2%	9.8%	25.9%	11.4%	-4.5%	127.3%	121.7%	7.3%	97.6%	-12.4%	Dec '25
Procter & Gamble (Defensive)	144.48	0.7%	2.1%	1.9%	-9.5%	-2.9%	-9.9%	-12.3%	2.3%	4.7%	18.9%	-0.5%	28.0%	-16.3%	Dec '24
PepsiCo (Defensive)	150.43	1.1%	0.9%	-2.2%	-8.0%	4.7%	20.2%	-1.8%	5.7%	-10.8%	19.4%	-0.5%	-0.5%	-15.1%	May '23
Coca-Cola (Defensive)	81.54	0.5%	0.9%	9.3%	2.8%	13.3%	17.9%	15.6%	17.4%	45.0%	73.3%	56.0%	64.1%	-0.5%	May '26
Exxon Mobil (Energy)	154.55	-0.5%	-2.1%	4.1%	5.6%	33.8%	54.9%	16.0%	30.2%	62.8%	215.2%	184.1%	77.8%	-9.3%	Mar '26
Chevron (Energy)	190.80	-0.11%	0.8%	2.4%	3.7%	28.5%	45.6%	10.1%	26.4%	40.7%	122.9%	89.9%	39.7%	-9.6%	Mar '26
JPMorgan Chase (Financial)	307.01	1.3%	3.1%	-1.9%	-0.7%	4.0%	20.1%	37.3%	-3.8%	138.2%	114.2%	112.9%	222.1%	-7.8%	Jan '26
Visa (Financial)	329.10	-0.6%	1.0%	5.9%	2.8%	0.8%	-7.3%	11.8%	-5.8%	45.6%	50.7%	53.8%	90.1%	-11.1%	Jun '25
Mastercard (Financial)	498.53	-0.2%	0.9%	-2.3%	-5.1%	-7.5%	-12.0%	9.0%	-12.4%	31.9%	39.6%	38.0%	79.6%	-16.4%	Aug '25
Bank of America (Financial)	51.90	0.8%	4.3%	-2.3%	-1.6%	1.8%	22.5%	28.0%	-5.1%	98.0%	38.2%	25.1%	90.2%	-8.8%	Jan '26
UnitedHealth (Health)	387.42	1.3%	-1.6%	9.6%	34.6%	22.8%	34.3%	-33.1%	18.3%	-14.5%	2.5%	-16.8%	-17.3%	-35.8%	Nov '24
Johnson & Johnson (Health)	234.63	1.3%	3.5%	3.8%	-2.7%	16.4%	58.0%	47.5%	14.0%	62.3%	58.0%	54.6%	59.9%	-5.6%	Mar '26
Eli Lilly (Health)	1067.21	2.5%	6.2%	16.0%	5.9%	1.1%	50.3%	40.2%	-0.4%	151.2%	459.7%	309.1%	238.8%	-3.5%	Nov '25
Union Pacific (Industrials)	266.81	0.5%	-1.4%	7.0%	0.8%	19.3%	22.5%	3.9%	15.9%	44.1%	34.8%	18.8%	50.7%	-3.0%	May '26
Honeywell (Industrials)	228.78	2.2%	7.3%	4.6%	-5.2%	21.7%	10.9%	-6.4%	18.5%	31.5%	20.6%	29.1%	52.2%	-7.3%	Mar '26
Nvidia (IT)	215.94	-1.6%	-4.2%	6.6%	13.8%	20.7%	62.6%	38.9%	15.8%	593.3%	1344.0%	618.3%	1780.2%	-8.4%	May '26
Broadcom (IT)	413.10	-0.4%	-2.8%	-2.3%	24.4%	21.9%	80.6%	50.6%	19.6%	533.7%	911.9%	573.7%	914.0%	-6.1%	May '26
Adobe (IT)	244.47	0.2%	-1.3%	-4.5%	-5.5%	-24.6%	-41.0%	-21.3%	-30.1%	-34.3%	-49.9%	-56.7%	-14.6%	-61.5%	Feb '24
Oracle (IT)	193.00	1.7%	0.0%	2.9%	30.8%	-2.3%	23.9%	18.1%	-0.4%	96.5%	161.3%	133.3%	216.0%	-40.8%	Sep '25
salesforce.com (IT)	180.51	2.4%	4.0%	-4.9%	-2.3%	-20.2%	-35.8%	-20.2%	-31.7%	-12.9%	-17.7%	-28.3%	28.7%	-50.4%	Dec '24
Linde PLC (Materials)	518.84	0.8%	2.5%	4.9%	4.8%	26.6%	14.6%	3.2%	22.1%	47.2%	86.0%	62.3%	100.0%	NewNew Peak	May '26
Sherwin-Williams (Materials)	308.62	-0.2%	2.8%	-7.9%	-14.2%	-8.2%	-12.0%	-3.8%	-4.5%	37.1%	13.7%	-5.4%	58.1%	-21.9%	Nov '24
American Tower (Real Estate)	183.26	-0.3%	7.4%	3.9%	-1.2%	4.1%	-9.6%	-0.9%	5.4%	5.1%	-14.7%	-26.6%	12.3%	-19.8%	Sep '24
Prologis Inc. (Real Estate)	146.05	1.0%	3.9%	3.3%	4.0%	18.0%	43.8%	25.1%	15.3%	29.4%	43.2%	0.7%	62.3%	NewNew Peak	May '26
NextEra Energy (Utilities)	88.79	-1.0%	-4.9%	-1.3%	-3.0%	7.1%	36.6%	15.5%	11.4%	30.0%	35.8%	8.7%	34.8%	-9.3%	Apr '26
Duke Energy (Utilities)	125.57	0.7%	3.8%	1.1%	-0.1%	4.0%	12.4%	12.7%	9.0%	53.2%	48.1%	44.4%	69.0%	-5.1%	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	15.95	p	EOD	0.6%	0.1%	-0.2%	3.0%	9.3%	9.4%	1.9%	23.2%	12.5%	10.4%	32.3%	-0.6%	May '26
Moderate-60% Stock	68.87		0.3%	1.1%	2.1%	2.8%	9.3%	19.8%	16.4%	6.4%	48.7%	40.8%	33.7%	69.7%	-0.1%	May '26
Mod Agg-80% Stock	54.96	p	EOD	0.9%	2.5%	3.8%	12.3%	24.6%	19.6%	8.3%	61.6%	53.7%	43.9%	89.0%	-0.6%	May '26
Aggressive-90% Stock	33.71	p	EOD	1.1%	3.4%	5.6%	16.2%	29.9%	20.9%	11.4%	65.9%	58.6%	46.4%	95.6%	-0.8%	May '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	76404.84	-1.5%	-3.4%	-2.3%	12.4%	-10.2%	-31.6%	-6.3%	-12.7%	184.5%	104.8%	64.5%	298.8%	-38.8%	Oct '25
Ethereum	2096.85	-1.6%	-5.7%	-11.8%	6.5%	-24.2%	-21.3%	-11.0%	-29.3%	15.4%	-13.7%	-44.3%	61.9%	-56.6%	Aug '25
BNB	652.81	-0.7%	-2.9%	2.3%	4.3%	-21.4%	-4.9%	23.1%	-24.4%	111.1%	100.1%	27.5%	140.9%	-50.2%	Oct '25
Solana	85.31	-2.1%	-4.4%	-1.8%	0.8%	-33.6%	-52.5%	-34.2%	-31.5%	336.5%	119.8%	-49.9%	173.7%	-67.4%	Jan '25
Bitcoin ETF	43.29	-1.6%	-3.4%	-3.3%	12.7%	-9.7%	-31.5%	-6.4%	-12.8%	-	-	-	-	-39.3%	Oct '25
Grayscale Bitcoin (hi fee)	59.37	-1.5%	-3.4%	-3.3%	12.4%	-10.3%	-32.3%	-7.6%	-13.2%	363.1%	118.3%	91.8%	486.2%	-39.7%	Oct '25
Bloomberg Commodities	24.96	-0.4%	-1.6%	2.5%	16.3%	30.9%	40.6%	14.9%	27.8%	56.3%	77.3%	62.3%	40.7%	-3.7%	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	5.06	-0.9%	-1.2%	3.3%	7.2%	7.4%	0.0%	1.1%	4.6%	27.6%	117.1%	151.2%	30.4%	-2.3%	May '26
10yr Treasury rate	4.56	-0.6%	-0.8%	6.1%	11.6%	12.2%	0.1%	-9.0%	9.5%	22.6%	179.3%	180.0%	16.8%	-8.6%	Oct '23
5yr Treasury rate	4.26	-0.02%	0.0%	8.7%	16.6%	17.6%	3.5%	-15.0%	14.3%	13.0%	414.0%	211.8%	3.5%	-14.2%	Oct '23
13-week T-bill	3.58	0.08%	-0.1%	-0.3%	-0.3%	-4.1%	-15.3%	-15.7%	1.1%	-29.6%	119400.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	96.27	-0.08%	-8.7%	3.6%	45.0%	65.8%	57.3%	-19.9%	67.7%	33.7%	51.4%	26.5%	10.3%	-14.8%	Apr '26
Gold	4515.10	-0.5%	-0.9%	-4.6%	-10.8%	10.8%	37.1%	64.5%	4.4%	128.6%	140.6%	150.9%	170.3%	-15.1%	Jan '26
USD/EUR	0.86	0.06%	0.1%	0.8%	1.3%	-0.7%	-2.9%	-11.4%	1.1%	-6.9%	-	-2.1%	-16.4%	-11.8%	Jan '25
USD/JPY	159.11	0.06%	0.2%	-0.2%	2.5%	1.1%	10.6%	-0.4%	1.7%	14.7%	-	38.2%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	16.55	-1.3%	-10.2%	-12.5%	-13.3%	-29.4%	-18.4%	-13.8%	10.7%	-3.8%	-17.9%	-0.3%	-50.7%	-68.4%	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	50.53		-0.03%	0.1%	0.1%	0.2%	1.5%	4.8%	6.1%	0.9%	19.4%	18.7%	18.3%	23.6%	-0.1%	May '26
Interm Muni- JPMorgan	50.02		0.1%	0.1%	-0.7%	-1.3%	0.4%	5.2%	4.3%	0.2%	11.4%	5.6%	4.6%	16.1%	-1.6%	Feb '26
Interm Bond- Janus MSB	44.99		0.2%	0.5%	-0.9%	-1.4%	0.8%	7.7%	8.8%	0.2%	14.6%	3.5%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	76.28		0.06%	0.3%	-1.1%	-1.9%	-0.7%	5.1%	8.5%	-0.7%	13.0%	1.3%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.3%	0.1%	1.4%	3.0%	8.4%	8.2%	1.8%	32.2%	35.7%	30.6%	37.3%	-0.1%	May '26
Int’l Bond- JPMorgan	47.94		0.1%	0.6%	-0.3%	-1.5%	0.8%	5.4%	8.2%	0.2%	18.2%	14.5%	13.9%	28.0%	-1.7%	Feb '26
Long Bond- Vanguard	74.43		0.3%	0.8%	-1.1%	-2.4%	-0.4%	8.6%	7.2%	-0.1%	14.3%	-8.2%	-11.7%	24.7%	-3.1%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-0.2%	-1.0%	-1.7%	-0.4%	4.6%	3.3%	-0.5%	10.2%	0.8%	-0.3%	14.6%	-2.1%	Feb '26
Long Muni- iShares	56.83		0.10%	0.1%	-0.8%	-1.7%	0.2%	5.7%	3.4%	-0.1%	9.7%	2.5%	1.8%	13.7%	-2.0%	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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