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S&P 500

NewNew Peak

Return

96.8%

[

21.9%

annualized]

Dec 30 2022 - May 28 2026

DJIA (Large Value)

NewNew Peak

Return

52.9%

[

13.2%

annualized]

Dec 30 2022 - May 28 2026

Russell 2000 (Small Cap)

NewNew Peak

Return

66.7%

[

16.2%

annualized]

Dec 30 2022 - May 28 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 28 11:50 AM EDT, next update at 12:00 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	7556.99	0.5%	1.5%	5.9%	9.9%	10.3%	28.3%	16.4%	10.4%	79.7%	79.8%	57.6%	111.3%	NewNew Peak	May '26
DJIA (Large Value)	50676.59	0.06%	0.8%	3.1%	3.5%	6.2%	20.4%	13.0%	5.4%	53.1%	46.8%	38.5%	73.5%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2936.30	0.6%	3.3%	6.5%	11.5%	17.4%	42.0%	11.3%	18.3%	65.6%	29.4%	29.2%	74.0%	NewNew Peak	May '26
NASDAQ Comp (Tech/Growth)	26838.95	0.6%	2.1%	8.8%	18.4%	14.9%	40.5%	20.4%	15.5%	106.8%	95.2%	69.5%	157.6%	NewNew Peak	May '26
Aggregate Bond	98.94	0.1%	0.6%	-0.1%	-1.5%	0.1%	5.6%	7.2%	0.4%	13.3%	0.9%	0.8%	17.8%	-1.5%	Feb '26
Corp Bond	109.16	0.2%	0.9%	0.2%	-1.1%	-0.2%	6.7%	7.9%	0.6%	17.0%	0.4%	-0.7%	25.9%	-1.2%	Feb '26
High Yield Bond	80.24	0.1%	0.4%	0.3%	0.9%	2.0%	7.2%	8.6%	1.5%	29.5%	21.1%	18.2%	38.4%	NewNew Peak	May '26
Preferred	31.48	0.3%	1.1%	1.0%	1.2%	4.1%	10.4%	4.9%	3.3%	25.6%	8.5%	4.5%	28.3%	-0.8%	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	51.29	0.2%	2.5%	-0.2%	-3.5%	15.9%	21.6%	9.9%	13.6%	42.7%	29.8%	25.0%	60.4%	-3.9%	Feb '26
Consumer Discretionary/Cyclical	121.44	-0.09%	2.3%	3.8%	4.1%	3.1%	13.9%	7.4%	1.9%	63.8%	46.3%	19.7%	80.1%	-2.3%	Jan '26
Financial Services	51.23	-0.4%	-1.0%	-1.2%	0.1%	-3.1%	2.8%	14.9%	-6.0%	67.4%	47.1%	39.5%	79.5%	-8.7%	Jan '26
Real Estate	97.04	0.12%	0.4%	1.5%	2.5%	8.4%	14.0%	3.3%	10.8%	38.1%	17.5%	-0.3%	46.3%	-0.2%	May '26
Communication Services	116.44	0.2%	0.3%	0.6%	-1.0%	1.6%	15.8%	23.1%	-0.8%	93.5%	55.4%	55.7%	153.9%	-2.7%	Jan '26
Energy	57.27	0.5%	-3.1%	-0.8%	3.1%	28.5%	44.8%	7.9%	28.9%	60.3%	163.6%	132.2%	60.8%	-8.5%	Mar '26
Industrials	174.23	-0.04%	2.2%	1.9%	-1.4%	14.1%	23.8%	19.3%	12.6%	85.2%	78.8%	77.3%	116.8%	-2.3%	Mar '26
Technology	187.12	1.5%	4.8%	18.5%	35.0%	31.1%	62.8%	24.6%	30.1%	131.8%	180.9%	120.3%	229.4%	NewNew Peak	May '26
Consumer Staples/Defensive	84.51	-0.08%	-0.2%	1.7%	-5.6%	7.9%	6.2%	1.5%	9.4%	24.9%	36.1%	22.6%	37.2%	-5.6%	Feb '26
Healthcare	150.59	1.2%	1.6%	4.7%	-5.6%	-3.7%	16.6%	14.5%	-2.3%	24.1%	32.0%	15.7%	30.9%	-5.6%	Feb '26
Utilities	44.92	-0.5%	-0.2%	-2.9%	-5.2%	0.6%	14.7%	16.0%	6.0%	52.4%	60.4%	44.1%	62.5%	-5.2%	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	158.11	0.3%	1.6%	5.7%	7.3%	12.7%	30.2%	22.4%	11.7%	80.0%	71.6%	59.5%	116.8%	NewNew Peak	May '26
MSCI Emerging Markets	68.47	0.12%	3.7%	8.7%	9.4%	27.9%	52.7%	34.0%	25.2%	89.1%	40.3%	53.5%	116.2%	NewNew Peak	May '26
FTSE Europe	89.07	-0.3%	0.4%	3.4%	-0.8%	10.8%	20.4%	35.8%	7.0%	59.9%	52.1%	48.2%	117.1%	-1.1%	Feb '26
MSCI Japan	92.61	0.3%	1.4%	5.8%	0.3%	15.8%	31.6%	25.9%	14.7%	68.1%	52.5%	52.9%	108.2%	-1.4%	Feb '26
MSCI India	48.52	-0.06%	1.0%	-1.4%	-7.2%	-11.3%	-10.6%	2.7%	-10.2%	16.5%	17.9%	5.1%	20.8%	-17.4%	Sep '24
MSCI China	54.91	-1.0%	-1.9%	-3.3%	-7.0%	-10.6%	5.2%	31.0%	-8.6%	33.1%	-24.9%	-3.0%	48.5%	-17.0%	Oct '25
International Bond	48.28	0.11%	0.6%	0.8%	-1.2%	0.3%	2.3%	2.9%	0.8%	13.9%	2.1%	2.2%	18.4%	-1.2%	Feb '26
iShares Latin America	35.22	-0.2%	0.0%	-3.1%	-3.4%	15.9%	43.6%	52.7%	15.7%	62.3%	65.0%	100.4%	79.8%	-7.5%	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	693.18	0.5%	1.5%	5.9%	10.2%	11.0%	29.8%	17.8%	10.9%	87.0%	92.7%	67.7%	122.2%	NewNew Peak	May '26
US Large Growth	126.72	0.8%	1.6%	6.4%	12.7%	6.9%	28.8%	19.8%	7.2%	107.9%	122.9%	82.5%	163.4%	NewNew Peak	May '26
US Large Value	238.48	0.2%	1.6%	5.0%	6.1%	14.6%	29.2%	15.7%	13.8%	68.7%	63.1%	53.9%	86.8%	NewNew Peak	May '26

US MidCap Blend	78.93	0.7%	2.0%	3.8%	3.5%	10.2%	23.3%	17.0%	9.2%	83.6%	80.8%	61.0%	108.2%	NewNew Peak	May '26
US MidCap Growth	297.52	1.5%	3.0%	6.9%	7.1%	5.4%	12.0%	10.7%	6.8%	58.5%	37.3%	22.1%	80.2%	NewNew Peak	May '26
US MidCap Value	195.02	0.10%	1.2%	1.5%	0.9%	11.0%	24.2%	12.1%	10.6%	61.2%	51.2%	42.8%	72.7%	NewNew Peak	May '26

US Small Blend	294.07	0.5%	2.7%	4.8%	6.5%	14.5%	30.5%	8.9%	14.4%	65.4%	42.3%	37.9%	78.9%	NewNew Peak	May '26
US Small Growth	382.48	0.7%	3.9%	8.8%	14.1%	16.9%	42.0%	12.9%	18.4%	71.8%	32.5%	32.8%	88.5%	NewNew Peak	May '26
US Small Value	215.01	0.09%	2.5%	3.9%	9.1%	19.0%	45.0%	12.4%	19.0%	70.9%	41.1%	38.9%	75.0%	NewNew Peak	May '26

Foreign Large Blend	104.68	-0.09%	0.5%	3.7%	-0.7%	12.0%	22.8%	31.6%	9.0%	59.9%	51.4%	49.6%	107.9%	-0.9%	Feb '26
Foreign Growth	123.02	0.3%	1.3%	4.9%	0.0%	9.6%	15.5%	20.7%	8.0%	37.3%	24.1%	19.4%	80.9%	-0.3%	Feb '26
Foreign Value	78.64	-0.6%	-0.4%	2.7%	-1.4%	14.5%	30.1%	42.2%	10.1%	85.0%	81.0%	84.5%	136.6%	-1.6%	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	23.01		-0.04%	-0.3%	0.0%	3.0%	0.4%	2.4%	3.6%	0.6%	24.1%	28.6%	26.0%	31.8%	-0.4%	May '26
Ultra Short- Janus AAA CLO	50.72		-0.01%	0.1%	0.5%	1.5%	2.4%	5.3%	5.2%	1.8%	21.7%	26.4%	25.6%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.49		-0.07%	0.0%	-0.3%	2.5%	0.5%	4.5%	6.9%	-0.4%	24.9%	28.0%	26.4%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.2%	0.5%	1.6%	2.9%	7.5%	8.9%	2.2%	35.3%	58.3%	50.5%	43.7%	NewNew Peak	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	59.06		0.4%	1.6%	4.2%	8.8%	11.9%	29.9%	17.7%	10.9%	92.1%	111.5%	106.9%	128.5%	NewNew Peak	May '26
Int’l Min Volatility- Franklin	41.13		-0.7%	-1.2%	1.2%	-0.7%	14.3%	31.1%	27.1%	12.1%	79.9%	111.5%	100.0%	114.7%	-1.2%	May '26
MidCap 30 - Hennessy (hi fee)	28.78	p	EOD	6.2%	5.9%	11.8%	18.8%	30.2%	3.0%	18.6%	99.0%	119.2%	121.4%	127.6%	NewNew Peak	May '26
Small Value- Avantis	121.07		0.05%	1.5%	1.4%	7.4%	20.5%	39.1%	7.4%	19.0%	76.1%	69.7%	61.1%	84.9%	-0.2%	May '26
Mid Value- Pacer Cash Cows	64.63		0.8%	2.0%	3.4%	-0.2%	9.5%	23.1%	9.0%	7.7%	51.8%	65.3%	48.9%	61.1%	-0.2%	Feb '26
Growth- S&P Momentum	150.72		0.7%	4.2%	16.0%	26.5%	26.1%	45.0%	26.6%	26.7%	188.8%	187.6%	146.1%	202.4%	NewNew Peak	May '26
Invesco S&P Quality	85.61		0.11%	2.3%	7.4%	6.2%	15.3%	23.8%	13.2%	14.5%	84.5%	97.2%	70.3%	124.5%	NewNew Peak	May '26
Rotation Factor- BlackRock	67.36		0.4%	1.3%	5.9%	10.6%	11.3%	31.4%	20.0%	11.1%	103.5%	106.8%	87.7%	154.3%	NewNew Peak	May '26
US Min Volatility- Fidelity	70.41		0.4%	0.8%	3.4%	3.3%	4.5%	17.5%	11.8%	5.9%	52.9%	64.1%	44.1%	75.8%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.22		-0.12%	0.2%	-0.8%	-4.1%	1.1%	9.3%	8.1%	0.9%	31.5%	43.7%	30.7%	49.2%	-4.1%	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	17.30	p	EOD	-0.3%	1.9%	7.9%	10.7%	13.9%	6.5%	9.4%	32.8%	41.3%	41.7%	41.2%	-0.8%	May '26
Multistrategy- AQR	14.67	p	EOD	-0.4%	0.5%	0.5%	5.8%	14.1%	16.4%	4.7%	49.8%	73.3%	72.0%	53.7%	-0.7%	May '26
Long Short- AQR	20.75	p	EOD	-0.7%	1.6%	-1.4%	2.6%	14.7%	34.4%	-1.9%	102.9%	162.3%	153.2%	141.4%	-2.5%	Dec '25
Mkt Neutral- BlackRock	15.99	p	EOD	0.3%	3.4%	6.8%	13.8%	19.6%	18.3%	9.7%	76.4%	78.5%	85.4%	86.0%	-0.4%	May '26
Multi Strategy- Variant	26.11	p	EOD	0.0%	0.5%	1.6%	2.9%	7.0%	7.2%	2.3%	21.7%	45.5%	36.8%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.39		-0.1%	0.0%	2.1%	4.5%	4.4%	15.3%	9.1%	4.9%	50.4%	63.2%	50.6%	66.6%	-0.5%	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)	390.17	0.3%	0.6%	11.5%	25.2%	22.0%	127.2%	66.0%	24.7%	215.7%	233.8%	171.3%	303.2%	-3.1%	May '26
Meta (Communications)	631.93	-0.5%	4.0%	-5.9%	-2.4%	-2.3%	-1.5%	13.1%	-4.2%	143.1%	93.7%	88.1%	399.5%	-19.8%	Aug '25
Amazon (Cyclical)	269.96	-0.7%	0.6%	4.0%	28.6%	15.8%	31.9%	5.2%	17.0%	124.8%	67.5%	58.4%	139.1%	-1.8%	May '26
Tesla (Cyclical)	440.95	0.1%	5.5%	17.3%	9.6%	2.5%	23.6%	11.4%	-2.0%	128.3%	111.6%	10.3%	103.0%	-10.0%	Dec '25
Procter & Gamble (Defensive)	145.81	-1.1%	1.7%	-2.3%	-12.1%	-0.1%	-10.4%	-12.3%	3.2%	8.4%	22.8%	0.4%	29.2%	-15.5%	Dec '24
PepsiCo (Defensive)	146.47	-0.9%	-1.6%	-6.3%	-12.9%	0.3%	16.6%	-1.8%	3.0%	-11.7%	15.6%	-3.2%	-3.1%	-17.4%	May '23
Coca-Cola (Defensive)	80.73	-1.1%	-0.5%	3.0%	-0.3%	11.9%	16.8%	15.6%	16.3%	46.5%	69.5%	54.5%	62.5%	-1.5%	May '26
Exxon Mobil (Energy)	148.39	0.3%	-4.4%	-0.8%	-2.0%	29.7%	50.0%	16.0%	25.0%	56.3%	205.5%	172.8%	70.8%	-12.9%	Mar '26
Chevron (Energy)	183.57	0.6%	-3.9%	-2.5%	-1.7%	22.7%	39.3%	10.1%	21.6%	34.0%	115.2%	82.7%	34.4%	-13.1%	Mar '26
JPMorgan Chase (Financial)	298.01	-0.4%	-1.6%	-4.3%	-0.3%	-3.9%	15.3%	37.3%	-6.6%	133.0%	105.9%	106.7%	212.7%	-10.5%	Jan '26
Visa (Financial)	322.49	-1.6%	-2.6%	4.5%	0.9%	-3.2%	-9.6%	11.8%	-7.7%	46.6%	47.3%	50.7%	86.2%	-12.9%	Jun '25
Mastercard (Financial)	490.10	-1.0%	-1.9%	-3.5%	-5.1%	-10.7%	-14.4%	9.0%	-13.9%	33.2%	39.9%	35.7%	76.6%	-17.8%	Aug '25
Bank of America (Financial)	50.97	-0.3%	-1.0%	-3.2%	2.9%	-4.0%	18.3%	28.0%	-6.8%	94.6%	35.8%	22.9%	86.8%	-10.5%	Jan '26
UnitedHealth (Health)	385.39	0.4%	0.8%	5.1%	32.4%	18.6%	32.9%	-33.1%	17.7%	-15.1%	1.9%	-17.3%	-17.7%	-36.1%	Nov '24
Johnson & Johnson (Health)	230.63	-0.3%	-0.5%	1.2%	-7.2%	12.1%	54.2%	47.5%	12.0%	62.2%	55.9%	52.0%	57.1%	-7.2%	Mar '26
Eli Lilly (Health)	1127.71	4.1%	8.3%	29.3%	7.4%	5.2%	57.9%	40.2%	5.3%	170.6%	491.9%	332.3%	258.0%	NewNew Peak	May '26
Union Pacific (Industrials)	267.83	-4.1%	0.9%	0.0%	1.1%	16.8%	23.4%	3.9%	16.4%	48.6%	32.7%	19.2%	51.3%	-4.1%	May '26
Honeywell (Industrials)	231.41	-0.06%	3.4%	9.3%	-4.5%	21.7%	11.7%	-6.4%	19.9%	35.2%	18.0%	30.6%	53.9%	-6.2%	Mar '26
Nvidia (IT)	212.83	0.11%	-3.0%	-0.2%	20.1%	20.3%	57.9%	38.9%	14.1%	447.0%	1213.5%	608.0%	1753.1%	-9.7%	May '26
Broadcom (IT)	424.96	0.7%	2.5%	6.3%	33.3%	5.9%	78.9%	50.6%	23.0%	444.1%	894.4%	593.1%	943.1%	-3.4%	May '26
Adobe (IT)	240.87	1.1%	-1.3%	-1.0%	-8.2%	-24.8%	-41.6%	-21.3%	-31.2%	-42.0%	-52.3%	-57.3%	-15.8%	-62.1%	Feb '24
Oracle (IT)	202.58	6.1%	6.8%	22.1%	39.8%	0.9%	24.9%	18.1%	4.6%	101.6%	175.3%	144.8%	231.7%	-37.8%	Sep '25
salesforce.com (IT)	179.88	1.3%	2.0%	-0.8%	-7.4%	-21.7%	-34.3%	-20.2%	-31.9%	-15.3%	-23.3%	-28.6%	28.3%	-50.6%	Dec '24
Linde PLC (Materials)	502.37	-1.1%	-2.4%	-1.6%	-0.8%	23.3%	10.1%	3.2%	18.2%	46.6%	78.9%	57.2%	93.7%	-2.9%	May '26
Sherwin-Williams (Materials)	306.97	-1.0%	-0.5%	-5.3%	-15.2%	-10.5%	-12.9%	-3.8%	-5.1%	37.2%	12.9%	-5.9%	57.3%	-22.3%	Nov '24
American Tower (Real Estate)	186.49	0.8%	1.5%	4.5%	-1.8%	4.9%	-9.0%	-0.9%	7.3%	13.6%	-15.1%	-25.3%	14.2%	-18.4%	Sep '24
Prologis Inc. (Real Estate)	146.61	0.06%	1.4%	3.6%	3.7%	15.9%	40.6%	25.1%	15.8%	29.1%	43.4%	1.1%	62.9%	-0.2%	May '26
NextEra Energy (Utilities)	87.85	0.2%	-2.1%	-9.0%	-6.3%	2.5%	34.6%	15.5%	10.2%	28.9%	36.6%	7.5%	33.3%	-10.2%	Apr '26
Duke Energy (Utilities)	124.24	-0.9%	-0.3%	-1.9%	-4.2%	2.0%	12.3%	12.7%	7.8%	57.2%	50.4%	42.9%	67.2%	-6.1%	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	16.06	p	EOD	0.7%	1.1%	0.2%	2.7%	9.5%	9.4%	2.6%	24.7%	12.6%	11.1%	33.2%	NewNew Peak	May '26
Moderate-60% Stock	69.45		0.2%	1.1%	3.2%	3.6%	7.7%	20.2%	16.4%	7.3%	50.5%	40.7%	34.8%	71.2%	NewNew Peak	May '26
Mod Agg-80% Stock	55.59	p	EOD	1.1%	4.1%	4.8%	10.4%	25.2%	19.6%	9.6%	64.4%	53.5%	45.5%	91.2%	-0.1%	May '26
Aggressive-90% Stock	34.15	p	EOD	1.3%	5.0%	7.1%	14.1%	30.0%	20.9%	12.8%	69.5%	58.3%	48.3%	98.1%	-0.1%	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	72780.05	-2.1%	-6.1%	-4.7%	10.5%	-20.0%	-32.5%	-6.3%	-16.8%	172.4%	103.9%	56.7%	279.9%	-41.7%	Oct '25
Ethereum	1987.69	-1.7%	-6.7%	-13.2%	2.9%	-34.4%	-25.9%	-11.0%	-33.0%	8.7%	-17.9%	-47.2%	53.5%	-58.9%	Aug '25
BNB	633.01	-2.3%	-3.7%	1.4%	3.1%	-28.7%	-7.9%	23.1%	-26.7%	106.3%	91.9%	23.6%	133.6%	-51.7%	Oct '25
Solana	80.99	-1.7%	-7.1%	-3.6%	-1.2%	-41.1%	-53.0%	-34.2%	-34.9%	318.2%	178.9%	-52.4%	159.9%	-69.1%	Jan '25
Bitcoin ETF	41.22	-2.9%	-6.3%	-4.7%	10.8%	-20.0%	-32.2%	-6.4%	-17.0%	-	-	-	-	-42.2%	Oct '25
Grayscale Bitcoin (hi fee)	56.51	-2.8%	-6.2%	-4.8%	10.5%	-20.4%	-33.0%	-7.6%	-17.3%	352.3%	107.0%	82.5%	458.0%	-42.6%	Oct '25
Bloomberg Commodities	24.55	0.9%	-2.1%	-1.2%	12.6%	25.1%	39.3%	14.9%	25.7%	54.6%	70.7%	59.6%	38.4%	-5.2%	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	4.99	-0.4%	-2.4%	1.0%	7.7%	7.0%	0.3%	1.1%	3.1%	25.7%	120.5%	147.6%	28.5%	-3.7%	May '26
10yr Treasury rate	4.46	-0.4%	-2.7%	2.5%	12.6%	11.1%	-0.4%	-9.0%	7.2%	17.1%	182.2%	174.0%	14.3%	-10.6%	Oct '23
5yr Treasury rate	4.16	-0.3%	-2.2%	4.5%	18.5%	15.6%	2.4%	-15.0%	11.8%	5.7%	428.3%	205.0%	1.2%	-16.1%	Oct '23
13-week T-bill	3.58	0.00%	0.1%	-0.1%	0.2%	-3.0%	-15.1%	-15.7%	1.1%	-29.9%	44712.5%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	89.69	1.1%	-6.9%	-10.2%	33.8%	53.2%	45.0%	-19.9%	56.2%	23.4%	35.2%	17.9%	2.8%	-20.6%	Apr '26
Gold	4510.30	1.4%	-0.6%	-1.8%	-13.8%	6.9%	36.9%	64.5%	4.3%	132.0%	137.1%	150.7%	170.0%	-15.2%	Jan '26
USD/EUR	0.86	-0.3%	-0.3%	0.6%	1.3%	-0.5%	-3.6%	-11.4%	0.8%	-	-	-2.4%	-16.7%	-12.1%	Jan '25
USD/JPY	159.27	-0.2%	0.2%	-0.2%	2.2%	1.9%	9.3%	-0.4%	1.8%	-	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	15.95	-2.1%	-4.8%	-10.5%	-19.7%	-2.4%	-17.4%	-13.8%	6.7%	-11.1%	-4.8%	-3.9%	-52.5%	-69.5%	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	50.61		0.03%	0.1%	0.3%	0.2%	1.5%	4.9%	6.1%	1.1%	19.7%	18.7%	18.6%	23.8%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.36		0.10%	0.8%	0.1%	-0.9%	1.0%	5.5%	4.3%	0.9%	12.4%	6.1%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.17		0.1%	0.6%	-0.4%	-1.6%	0.8%	7.7%	8.8%	0.6%	16.0%	3.8%	4.2%	21.1%	-1.6%	Feb '26
Interm Bond- Vanguard	76.72		0.13%	0.6%	-0.3%	-1.9%	-0.5%	5.3%	8.5%	-0.1%	14.3%	1.7%	2.0%	19.8%	-1.9%	Feb '26
Multisector Bond- Intrepid	9.01	p	EOD	0.4%	0.8%	2.2%	2.8%	8.6%	8.2%	2.3%	32.7%	35.9%	31.2%	37.9%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.26		0.2%	0.8%	0.8%	-1.0%	0.9%	5.7%	8.2%	0.8%	19.2%	15.3%	14.7%	28.8%	-1.0%	Feb '26
Long Bond- Vanguard	75.27		0.3%	1.5%	0.7%	-1.3%	-0.5%	8.5%	7.2%	1.0%	15.3%	-7.8%	-10.7%	26.1%	-2.0%	Oct '25
Long CA Muni- PIMCO	9.39	p	EOD	0.9%	0.0%	-1.2%	0.4%	5.1%	3.3%	0.3%	11.6%	1.5%	0.5%	15.6%	-1.2%	Feb '26
Long Muni- iShares	57.20		0.11%	0.8%	-0.1%	-1.3%	0.7%	5.8%	3.4%	0.5%	10.5%	3.1%	2.5%	14.4%	-1.3%	Feb '26

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