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S&P 500

New Peak

Return

82.9%

[

20.1%

annualized]

Dec 30 2022 - Apr 15 2026

DJIA (Large Value)

-3.4%

BelowPeak Feb '26

Return

46.2%

[

12.2%

annualized]

Dec 30 2022 - Apr 15 2026

Russell 2000 (Small Cap)

-0.2%

BelowPeak Jan '26

Return

54.1%

[

14.0%

annualized]

Dec 30 2022 - Apr 15 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 15 11:50 PM EDT, next update on next market open

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	7022.95	0.8%	2.9%	4.8%	1.2%	5.9%	33.1%	16.4%	2.6%	69.7%	67.8%	46.4%	96.3%	New Peak	Apr '26
DJIA (Large Value)	48463.72	-0.1%	0.6%	3.2%	-1.8%	5.5%	22.2%	13.0%	0.8%	43.0%	41.7%	32.5%	65.9%	-3.4%	Feb '26
Russell 2000 (Small Cap)	2713.66	0.3%	2.9%	8.4%	1.3%	10.0%	45.6%	11.3%	9.3%	52.4%	19.9%	19.4%	60.8%	-0.2%	Jan '26
NASDAQ Comp (Tech/Growth)	24016.02	1.6%	5.2%	7.3%	2.1%	6.4%	47.3%	20.4%	3.3%	98.1%	70.9%	51.7%	130.5%	New Peak	Apr '26
Aggregate Bond	99.62	-0.2%	0.1%	0.4%	0.5%	0.5%	5.6%	7.2%	0.7%	11.9%	1.4%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.94	-0.04%	0.4%	1.6%	0.6%	0.0%	7.6%	7.9%	0.9%	14.7%	1.4%	-0.4%	26.3%	-0.8%	Feb '26
High Yield Bond	80.46	-0.05%	0.2%	1.8%	0.7%	2.9%	10.3%	8.6%	1.3%	27.5%	21.0%	17.9%	38.0%	New Peak	Apr '26
Preferred	31.36	0.4%	1.7%	2.5%	-0.2%	2.6%	13.3%	4.9%	2.4%	20.4%	8.0%	3.7%	27.3%	-0.9%	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	51.38	-1.2%	-0.6%	4.5%	6.0%	17.8%	30.6%	9.9%	13.8%	34.6%	37.3%	25.2%	60.7%	-3.8%	Feb '26
Consumer Discretionary/Cyclical	118.18	1.5%	4.8%	5.5%	-3.2%	2.1%	29.3%	7.4%	-0.8%	64.9%	36.8%	16.5%	75.2%	-4.9%	Jan '26
Financial Services	52.17	0.8%	1.6%	6.4%	-3.7%	1.7%	13.8%	14.9%	-4.3%	66.5%	60.7%	42.1%	82.8%	-7.0%	Jan '26
Real Estate	94.29	0.07%	1.6%	2.5%	2.9%	6.2%	14.6%	3.3%	7.7%	31.1%	18.6%	-3.1%	42.1%	-0.7%	Mar '26
Communication Services	117.36	0.7%	2.7%	2.1%	2.2%	3.5%	32.6%	23.1%	0.0%	104.7%	60.6%	56.9%	155.9%	-2.0%	Jan '26
Energy	55.76	-0.3%	-2.7%	-3.1%	17.7%	32.7%	44.4%	7.9%	25.5%	40.9%	176.9%	126.1%	56.6%	-10.9%	Mar '26
Industrials	171.18	-1.3%	-0.6%	3.4%	2.9%	13.6%	39.2%	19.3%	10.7%	79.3%	82.6%	74.2%	113.0%	-4.0%	Mar '26
Technology	150.30	1.6%	5.8%	8.4%	3.3%	5.9%	55.9%	24.6%	4.5%	106.4%	117.9%	76.9%	164.6%	-0.9%	Oct '25
Consumer Staples/Defensive	81.06	-0.5%	-2.9%	-4.1%	-0.7%	4.4%	3.9%	1.5%	4.9%	17.0%	32.4%	17.6%	31.6%	-9.4%	Feb '26
Healthcare	147.77	-0.7%	-1.0%	-1.7%	-4.7%	4.7%	10.4%	14.5%	-4.1%	15.4%	31.8%	13.5%	28.4%	-7.4%	Feb '26
Utilities	46.02	-1.0%	-2.4%	-1.9%	6.8%	1.6%	22.9%	16.0%	8.6%	46.4%	59.3%	47.6%	66.5%	-2.9%	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	148.80	0.5%	2.6%	5.2%	2.6%	8.7%	36.4%	22.4%	5.2%	70.1%	63.0%	50.2%	104.0%	New Peak	Apr '26
MSCI Emerging Markets	62.20	-0.06%	3.2%	6.5%	7.5%	16.4%	53.1%	34.0%	13.7%	68.7%	28.7%	39.5%	96.4%	-1.8%	Feb '26
FTSE Europe	88.03	-0.4%	1.5%	5.9%	2.6%	10.5%	31.2%	35.8%	5.8%	54.2%	55.5%	46.4%	114.6%	-2.3%	Feb '26
MSCI Japan	89.07	-0.4%	1.0%	4.7%	4.2%	13.4%	39.5%	25.9%	10.3%	66.6%	43.8%	47.0%	100.2%	-5.2%	Feb '26
MSCI India	49.98	0.6%	1.9%	2.9%	-5.4%	-7.6%	-2.2%	2.7%	-7.5%	25.6%	30.5%	8.3%	24.4%	-15.0%	Sep '24
MSCI China	58.03	0.02%	1.4%	-1.1%	-7.2%	-7.3%	20.7%	31.0%	-3.4%	28.6%	-21.0%	2.5%	56.9%	-12.3%	Oct '25
International Bond	48.12	-0.2%	0.0%	0.0%	-0.2%	-0.5%	2.2%	2.9%	0.3%	13.0%	1.2%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	37.75	-0.9%	1.2%	10.6%	16.2%	37.5%	72.6%	52.7%	24.0%	76.9%	87.5%	114.7%	92.6%	-0.9%	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	643.45	0.8%	2.9%	4.9%	1.5%	6.6%	34.7%	17.8%	2.9%	76.8%	80.1%	55.7%	106.3%	New Peak	Apr '26
US Large Growth	468.91	1.8%	5.3%	5.8%	-0.3%	1.1%	37.8%	18.3%	-0.8%	95.0%	84.9%	56.4%	129.7%	-4.5%	Oct '25
US Large Value	224.02	-0.3%	0.4%	3.8%	2.7%	12.0%	29.7%	15.7%	6.9%	53.7%	57.6%	44.6%	75.4%	-0.3%	Apr '26

US MidCap Blend	301.91	0%	1.2%	3.9%	0.9%	5.4%	25.8%	11.6%	4.4%	50.9%	41.1%	27.4%	70.0%	-1.3%	Feb '26
US MidCap Growth	278.02	0.5%	3.2%	4.4%	-2.4%	-3.5%	20.0%	10.7%	-0.2%	46.9%	27.1%	14.1%	68.4%	-6.4%	Oct '25
US MidCap Value	189.68	-0.5%	-0.3%	3.2%	2.9%	11.9%	29.3%	12.1%	7.5%	51.6%	52.4%	38.9%	68.0%	-1.9%	Feb '26

US Small Blend	278.28	0.01%	1.9%	6.3%	1.4%	10.7%	37.5%	8.9%	8.3%	54.9%	35.2%	30.5%	69.3%	-0.2%	Feb '26
US Small Growth	347.98	0.6%	4.6%	9.2%	-0.4%	6.4%	46.2%	12.9%	7.8%	57.4%	17.4%	20.8%	71.5%	-1.6%	Jan '26
US Small Value	201.93	-0.08%	1.1%	7.6%	3.6%	15.2%	48.1%	12.4%	11.7%	58.3%	36.9%	30.5%	64.3%	-0.1%	Apr '26

Foreign Large Blend	103.31	-0.3%	1.3%	5.3%	3.8%	11.5%	33.4%	31.6%	7.6%	55.5%	52.4%	47.6%	105.2%	-2.2%	Feb '26
Foreign Growth	120.44	-0.3%	2.0%	5.1%	1.0%	5.6%	25.7%	20.7%	5.7%	33.9%	23.6%	16.9%	77.1%	-2.4%	Feb '26
Foreign Value	78.25	-0.3%	0.9%	5.9%	6.5%	17.6%	41.4%	42.2%	9.6%	79.4%	84.2%	83.5%	135.4%	-2.1%	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	22.97	0.09%	-0.2%	0.6%	-0.6%	0.5%	5.0%	3.6%	-0.3%	22.8%	28.5%	25.0%	30.7%	-1.1%	Jan '26
Ultra Short- Janus AAA CLO	50.58	0.02%	0.2%	0.6%	0.8%	2.5%	6.0%	5.2%	1.1%	21.7%	25.5%	24.7%	27.0%	New Peak	Apr '26
Bank Loan- Invesco	20.54	0%	-0.1%	0.9%	-0.9%	1.9%	7.4%	6.9%	-0.6%	24.4%	28.4%	26.1%	32.4%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.33	0.10%	0.2%	0.5%	1.1%	3.3%	8.1%	8.9%	1.4%	36.4%	59.0%	49.2%	42.4%	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	55.68	0.4%	2.7%	6.4%	2.5%	8.7%	37.1%	17.7%	4.6%	84.6%	107.4%	95.0%	115.4%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.87	-0.7%	-0.8%	2.0%	8.0%	19.4%	41.2%	27.1%	11.4%	79.0%	114.4%	98.7%	113.4%	-1.3%	Feb '26
MidCap 30 - Hennessy (hi fee)	26.34	0.6%	3.0%	9.8%	0.3%	11.5%	34.4%	3.0%	8.5%	84.3%	105.7%	102.6%	108.3%	-0.5%	Feb '26
Small Value- Avantis	115.13	-0.3%	-0.3%	7.7%	6.4%	19.3%	47.6%	7.4%	13.2%	63.4%	69.1%	53.2%	75.8%	-0.6%	Apr '26
Mid Value- Pacer Cash Cows	62.23	0.4%	0.1%	-0.5%	1.2%	11.8%	28.2%	9.0%	3.7%	38.0%	62.3%	43.4%	55.1%	-3.9%	Feb '26
Growth- S&P Momentum	126.58	-0.06%	3.1%	8.2%	5.8%	5.8%	44.7%	26.6%	6.4%	130.7%	134.4%	106.6%	154.0%	-0.1%	Apr '26
Invesco S&P Quality	79.41	-0.3%	0.3%	4.0%	2.9%	9.5%	28.3%	13.2%	6.2%	72.6%	82.8%	58.0%	108.3%	-1.5%	Feb '26
Rotation Factor- BlackRock	62.92	0.7%	2.8%	5.4%	3.2%	8.1%	38.5%	20.0%	3.7%	97.5%	96.1%	75.4%	137.6%	New Peak	Apr '26
US Min Volatility- Fidelity	67.69	0.5%	1.2%	2.4%	0.3%	5.4%	19.7%	11.8%	1.8%	46.6%	57.4%	38.5%	69.0%	-1.0%	Feb '26
Derivative Income- JPMorgan	57.61	-0.4%	-0.3%	0.8%	0.5%	6.0%	16.9%	8.1%	2.6%	33.2%	49.9%	32.9%	51.7%	-2.5%	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	16.76	0.4%	0.8%	2.6%	6.3%	6.3%	13.6%	6.5%	6.0%	30.7%	38.5%	37.3%	36.8%	New Peak	Apr '26
Multistrategy- AQR	14.50	0.07%	-0.7%	0.9%	3.3%	6.3%	16.5%	16.4%	3.5%	46.7%	73.6%	70.0%	51.9%	-0.8%	Apr '26
Long Short- AQR	20.49	0.5%	-1.2%	0.0%	-0.6%	5.2%	21.2%	34.4%	-3.2%	99.5%	167.3%	150.0%	138.4%	-3.8%	Dec '25
Mkt Neutral- BlackRock	15.31	0.2%	-0.1%	2.8%	4.4%	11.1%	18.6%	18.3%	5.0%	67.2%	73.1%	77.5%	78.1%	-0.1%	Apr '26
Multi Strategy- Variant	26.15	0.04%	0.2%	0.6%	2.0%	3.2%	6.9%	7.2%	1.6%	22.2%	47.4%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.28	-0.3%	-0.2%	3.3%	1.3%	5.7%	18.2%	9.1%	1.9%	45.9%	62.0%	46.4%	61.8%	-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)	337.12	1.3%	5.8%	10.3%	2.2%	34.2%	120.6%	66.0%	7.8%	212.2%	197.8%	134.4%	248.4%	-1.8%	Feb '26
Meta (Communications)	671.58	1.4%	6.9%	7.0%	8.4%	-5.5%	34.1%	13.1%	1.8%	205.6%	121.1%	99.9%	430.9%	-14.8%	Aug '25
Amazon (Cyclical)	248.50	-0.2%	6.4%	17.4%	3.9%	15.9%	42.5%	5.2%	7.7%	142.4%	46.2%	45.8%	120.1%	-2.2%	Nov '25
Tesla (Cyclical)	391.95	7.6%	13.4%	-0.9%	-10.4%	-8.6%	62.3%	11.4%	-12.8%	111.9%	58.9%	-2.0%	80.4%	-20.0%	Dec '25
Procter & Gamble (Defensive)	143.38	-0.7%	-2.2%	-5.7%	-0.1%	-2.8%	-11.5%	-12.3%	0.8%	2.5%	18.5%	-2.0%	26.1%	-17.5%	Dec '24
PepsiCo (Defensive)	154.85	-0.6%	-1.7%	-1.8%	6.8%	3.3%	15.0%	-1.8%	8.9%	-6.6%	25.4%	2.4%	2.5%	-12.6%	May '23
Coca-Cola (Defensive)	75.31	-0.8%	-3.7%	-3.2%	7.6%	13.0%	8.1%	15.6%	8.5%	30.6%	62.8%	44.1%	51.6%	-7.0%	Feb '26
Exxon Mobil (Energy)	149.01	-0.2%	-3.9%	-5.2%	15.5%	36.8%	47.9%	16.0%	24.6%	42.2%	218.5%	172.1%	70.3%	-13.1%	Mar '26
Chevron (Energy)	184.91	-1.1%	-2.9%	-6.1%	12.3%	24.5%	42.8%	10.1%	22.5%	21.7%	121.2%	84.0%	35.4%	-12.4%	Mar '26
JPMorgan Chase (Financial)	305.93	-1.7%	-1.4%	7.5%	-1.6%	3.5%	35.8%	37.3%	-4.1%	136.1%	126.4%	112.2%	221.0%	-8.1%	Jan '26
Visa (Financial)	315.91	1.5%	2.5%	1.9%	-3.6%	-5.4%	-3.9%	11.8%	-9.7%	38.1%	44.8%	47.3%	82.1%	-14.9%	Jun '25
Mastercard (Financial)	519.96	1.3%	3.3%	2.4%	-3.5%	-5.1%	1.9%	9.0%	-8.6%	42.1%	38.6%	44.0%	87.3%	-12.8%	Aug '25
Bank of America (Financial)	54.32	1.8%	3.1%	15.4%	3.1%	8.9%	48.8%	28.0%	-0.7%	98.9%	56.7%	31.0%	99.1%	-4.6%	Jan '26
UnitedHealth (Health)	314.05	-0.04%	2.3%	10.0%	-4.4%	-10.7%	-44.8%	-33.1%	-4.1%	-34.9%	-12.5%	-32.6%	-32.9%	-47.9%	Nov '24
Johnson & Johnson (Health)	238.67	-0.6%	-1.1%	-1.9%	9.7%	25.7%	59.4%	47.5%	15.9%	57.4%	69.4%	57.3%	62.6%	-4.0%	Mar '26
Eli Lilly (Health)	905.03	-1.9%	-5.3%	-8.5%	-12.7%	10.8%	24.1%	40.2%	-15.6%	146.9%	402.7%	246.3%	186.8%	-18.3%	Nov '25
Union Pacific (Industrials)	248.03	-1.6%	-1.2%	2.4%	8.6%	11.9%	17.2%	3.9%	7.8%	33.8%	24.6%	10.4%	40.1%	-7.1%	Mar '26
Honeywell (Industrials)	232.19	-0.5%	-1.6%	-1.0%	6.4%	22.6%	30.2%	-6.4%	19.6%	33.7%	17.6%	30.3%	53.6%	-6.4%	Mar '26
Nvidia (IT)	198.87	1.2%	8.1%	8.5%	6.8%	9.4%	90.4%	38.9%	6.6%	643.9%	1152.9%	561.6%	1631.6%	-3.9%	Oct '25
Broadcom (IT)	396.72	4.2%	11.8%	22.4%	13.0%	12.5%	129.0%	50.6%	14.9%	566.3%	815.8%	547.0%	873.8%	-3.5%	Dec '25
Adobe (IT)	244.66	3.8%	6.4%	-2.9%	-17.4%	-25.7%	-28.9%	-21.3%	-30.1%	-35.5%	-53.4%	-56.6%	-14.5%	-61.5%	Feb '24
Oracle (IT)	169.81	4.2%	23.2%	9.3%	-10.8%	-45.4%	32.2%	18.1%	-12.3%	83.8%	130.1%	105.2%	178.0%	-47.9%	Sep '25
salesforce.com (IT)	177.60	3.7%	4.0%	-10.2%	-21.6%	-27.5%	-28.4%	-20.2%	-32.8%	-7.4%	-22.3%	-29.5%	26.6%	-51.2%	Dec '24
Linde PLC (Materials)	497.94	-0.3%	-1.1%	0.1%	13.8%	12.9%	12.6%	3.2%	17.2%	43.9%	83.8%	55.8%	92.0%	-2.1%	Apr '26
Sherwin-Williams (Materials)	328.84	-1.4%	-2.1%	1.9%	-7.9%	-0.3%	0.2%	-3.8%	1.7%	49.7%	28.8%	0.8%	68.5%	-16.8%	Nov '24
American Tower (Real Estate)	176.99	0.3%	-1.6%	-4.2%	-3.6%	-6.7%	-16.6%	-0.9%	0.8%	-6.0%	-18.0%	-29.8%	7.4%	-23.3%	Sep '24
Prologis Inc. (Real Estate)	139.77	1.0%	1.3%	5.1%	5.8%	17.2%	44.2%	25.1%	10.4%	28.4%	43.1%	-3.6%	55.3%	-1.3%	Mar '26
NextEra Energy (Utilities)	91.24	-0.08%	-3.4%	-1.7%	9.8%	8.7%	43.1%	15.5%	14.4%	27.7%	28.3%	11.7%	38.5%	-4.0%	Feb '26
Duke Energy (Utilities)	127.98	-1.4%	-3.8%	-4.1%	8.3%	2.2%	10.1%	12.7%	10.1%	47.3%	54.4%	45.9%	70.8%	-4.1%	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	15.90	0.06%	0.6%	1.4%	0.8%	2.1%	10.6%	9.4%	1.6%	22.4%	11.9%	10.0%	31.8%	-0.8%	Feb '26
Moderate-60% Stock	67.09	0.2%	1.6%	3.4%	2.0%	5.9%	24.0%	16.4%	3.7%	45.2%	37.0%	30.3%	65.3%	-0.3%	Feb '26
Mod Agg-80% Stock	53.17	0.4%	2.0%	4.3%	2.4%	7.6%	30.4%	19.6%	4.8%	57.1%	48.1%	39.2%	82.9%	-0.2%	Feb '26
Aggressive-90% Stock	32.30	0.3%	2.4%	5.8%	3.8%	10.2%	36.1%	20.9%	6.7%	60.0%	51.5%	40.3%	87.4%	New Peak	Apr '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	74953.27	0.2%	4.4%	0.1%	-21.5%	-30.7%	-10.8%	-6.3%	-14.3%	145.9%	21.7%	61.3%	291.2%	-39.9%	Oct '25
Ethereum	2359.71	0.05%	7.8%	0.4%	-28.4%	-39.4%	49.5%	-11.0%	-20.5%	12.3%	-3.0%	-37.3%	82.2%	-51.2%	Aug '25
BNB	624.68	0.3%	3.6%	-8.0%	-33.4%	-45.5%	7.2%	23.1%	-27.6%	89.8%	22.4%	22.0%	130.5%	-52.3%	Oct '25
Solana	85.33	0.5%	2.4%	-11.3%	-41.1%	-53.8%	-35.1%	-34.2%	-31.5%	244.5%	236.0%	-49.9%	173.8%	-67.4%	Jan '25
Bitcoin ETF	42.56	1.0%	4.0%	1.5%	-21.5%	-30.7%	-11.3%	-6.4%	-14.3%	-	-	-	-	-40.3%	Oct '25
Grayscale Bitcoin (hi fee)	58.37	1.0%	4.0%	1.3%	-21.7%	-31.2%	-12.4%	-7.6%	-14.6%	270.7%	25.8%	88.5%	476.4%	-40.7%	Oct '25
Bloomberg Commodities	23.94	0%	0.5%	1.0%	18.1%	27.2%	34.7%	14.9%	22.6%	40.5%	78.1%	55.6%	35.0%	-3.2%	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	4.89	0.5%	-0.1%	0.7%	1.1%	6.7%	3.0%	1.1%	1.1%	30.8%	116.3%	142.6%	25.9%	-4.2%	Oct '23
10yr Treasury rate	4.28	0.6%	-0.3%	1.5%	1.2%	7.7%	0.1%	-9.0%	2.9%	21.6%	172.2%	163.0%	9.7%	-14.2%	Oct '23
5yr Treasury rate	3.90	0.6%	-0.5%	2.4%	1.8%	9.7%	-0.3%	-15.0%	4.7%	7.9%	374.5%	185.4%	-5.3%	-21.5%	Oct '23
13-week T-bill	3.61	0%	0.7%	0.2%	1.5%	-6.3%	-14.2%	-15.7%	1.8%	-26.3%	45050.0%	6715.1%	2.2%	-32.5%	Oct '23
Crude Oil	91.67	0.4%	-6.3%	-2.0%	54.2%	59.5%	46.7%	-19.9%	59.6%	11.1%	45.2%	20.5%	5.0%	-18.8%	Apr '26
Gold	4841.60	0.9%	1.0%	-3.1%	5.5%	13.1%	45.5%	64.5%	11.9%	141.8%	172.2%	169.1%	189.9%	-9.0%	Jan '26
USD/EUR	0.85	-0.07%	-1.1%	-3.2%	-1.8%	-1.0%	-3.6%	-11.4%	-0.6%	-	-	-3.8%	-17.9%	-13.3%	Jan '25
USD/JPY	158.60	-0.1%	-0.3%	-0.6%	0.0%	5.6%	11.7%	-0.4%	1.4%	-	-	37.7%	8.1%	-1.9%	Jul '24
S&P 500 Volatility Index	18.17	-1.0%	-6.8%	-22.7%	14.6%	-28.2%	-44.3%	-13.8%	21.5%	6.4%	11.8%	9.5%	-45.9%	-65.3%	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	50.57	-0.06%	0.1%	-0.3%	0.2%	1.0%	4.7%	6.1%	0.3%	18.7%	18.1%	17.6%	22.8%	-0.7%	Feb '26
Interm Muni- JPMorgan	50.38	-0.08%	0.0%	0.0%	0.0%	1.2%	6.4%	4.3%	0.6%	9.8%	6.1%	5.0%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.61	-0.1%	0.2%	0.4%	0.7%	1.8%	7.8%	8.8%	1.1%	14.6%	4.3%	4.7%	21.8%	-1.0%	Feb '26
Interm Bond- Vanguard	77.45	-0.1%	0.2%	0.4%	0.6%	0.4%	6.0%	8.5%	0.5%	13.1%	2.8%	2.6%	20.5%	-1.3%	Feb '26
Multisector Bond- Intrepid	8.98	0%	0.4%	1.7%	0.7%	2.5%	10.3%	8.2%	1.4%	30.8%	36.5%	30.0%	36.7%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.35	-0.05%	0.4%	1.2%	-0.1%	0.9%	6.5%	8.2%	0.5%	17.9%	14.7%	14.3%	28.4%	-1.4%	Feb '26
Long Bond- Vanguard	75.75	0.06%	0.6%	2.5%	0.4%	-1.0%	8.5%	7.2%	1.2%	11.5%	-7.1%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.42	-0.11%	0.0%	0.2%	-0.1%	0.7%	5.4%	3.3%	0.3%	9.0%	2.0%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	57.28	-0.2%	0.0%	-0.1%	-0.3%	1.1%	6.7%	3.4%	0.4%	8.1%	3.0%	2.4%	14.3%	-1.5%	Feb '26

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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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