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S&P 500

-0.4%

BelowPeak May '26

Return

87.5%

[

20.7%

annualized]

Dec 30 2022 - May 04 2026

DJIA (Large Value)

-2.5%

BelowPeak Feb '26

Return

47.6%

[

12.3%

annualized]

Dec 30 2022 - May 04 2026

Russell 2000 (Small Cap)

-0.6%

BelowPeak May '26

Return

58.8%

[

14.8%

annualized]

Dec 30 2022 - May 04 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 04 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	7200.75	-0.4%	0.9%	9.4%	5.9%	6.0%	27.4%	16.4%	5.2%	74.1%	72.8%	50.1%	101.3%	-0.4%	May '26
DJIA (Large Value)	48941.90	-1.1%	-0.4%	5.2%	0.1%	3.4%	18.7%	13.0%	1.8%	45.3%	43.0%	33.8%	67.5%	-2.5%	Feb '26
Russell 2000 (Small Cap)	2796.00	-0.6%	1.4%	10.5%	8.5%	13.4%	39.5%	11.3%	12.7%	58.9%	24.7%	23.0%	65.7%	-0.6%	May '26
NASDAQ Comp (Tech/Growth)	25067.80	-0.2%	1.6%	14.6%	11.2%	6.7%	40.5%	20.4%	7.9%	104.9%	84.6%	58.3%	140.6%	-0.2%	May '26
Aggregate Bond	98.59	-0.3%	-0.8%	-0.6%	-0.8%	0.3%	4.5%	7.2%	-0.3%	10.2%	0.1%	0.2%	17.0%	-2.1%	Feb '26
Corp Bond	108.25	-0.3%	-1.0%	-0.8%	-1.3%	0.0%	5.7%	7.9%	-0.7%	13.4%	-0.7%	-1.9%	24.4%	-2.4%	Feb '26
High Yield Bond	79.80	-0.3%	-0.7%	0.3%	0.1%	1.9%	7.2%	8.6%	0.4%	26.8%	19.6%	16.9%	36.9%	-1.1%	Apr '26
Preferred	31.26	-0.5%	-0.1%	2.7%	0.9%	2.7%	9.7%	4.9%	2.1%	25.7%	8.2%	3.4%	26.9%	-1.2%	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	50.65	-1.4%	-1.5%	0.5%	0.7%	20.0%	22.5%	9.9%	12.2%	34.8%	29.7%	23.4%	58.4%	-5.1%	Feb '26
Consumer Discretionary/Cyclical	117.72	-0.8%	0.6%	8.8%	0.4%	-1.9%	19.1%	7.4%	-1.2%	63.9%	39.6%	16.0%	74.6%	-5.3%	Jan '26
Financial Services	51.58	-0.7%	-0.5%	4.1%	-2.7%	-1.1%	5.9%	14.9%	-5.3%	67.4%	51.9%	40.5%	80.7%	-8.1%	Jan '26
Real Estate	95.46	-0.6%	-0.2%	5.8%	6.2%	9.0%	10.9%	3.3%	9.0%	29.8%	19.5%	-1.9%	43.9%	-1.6%	Apr '26
Communication Services	116.10	-0.5%	0.3%	3.9%	0.2%	3.0%	20.4%	23.1%	-1.1%	105.6%	59.0%	55.2%	153.2%	-3.0%	Jan '26
Energy	59.39	0.9%	2.9%	0.2%	14.5%	37.9%	52.3%	7.9%	33.7%	63.2%	172.3%	140.8%	66.8%	-5.1%	Mar '26
Industrials	170.98	-1.1%	0.0%	4.4%	1.8%	12.3%	28.7%	19.3%	10.5%	79.7%	78.2%	74.0%	112.8%	-4.2%	Mar '26
Technology	162.05	0.11%	2.7%	19.2%	19.6%	10.1%	51.3%	24.6%	12.7%	118.8%	146.7%	90.8%	185.3%	New Peak	May '26
Consumer Staples/Defensive	83.54	-0.7%	0.6%	2.0%	-3.3%	11.5%	5.4%	1.5%	8.1%	17.4%	36.6%	21.2%	35.6%	-6.7%	Feb '26
Healthcare	144.73	-0.3%	0.6%	-1.4%	-6.1%	0.2%	6.6%	14.5%	-6.1%	13.9%	27.4%	11.2%	25.8%	-9.3%	Feb '26
Utilities	46.37	-0.4%	0.3%	0.1%	8.3%	5.9%	19.9%	16.0%	9.4%	47.2%	65.1%	48.7%	67.8%	-2.2%	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	150.70	-0.6%	0.7%	8.1%	5.2%	8.2%	28.6%	22.4%	6.5%	72.2%	66.2%	52.1%	106.6%	-0.6%	May '26
MSCI Emerging Markets	64.10	-0.05%	1.8%	13.3%	9.5%	18.0%	44.8%	34.0%	17.2%	75.3%	34.4%	43.7%	102.4%	New Peak	May '26
FTSE Europe	85.51	-1.9%	-0.8%	2.8%	-1.0%	8.4%	18.8%	35.8%	2.8%	48.6%	51.0%	42.2%	108.5%	-5.1%	Feb '26
MSCI Japan	88.12	-0.2%	0.6%	3.3%	2.3%	10.5%	27.4%	25.9%	9.1%	61.8%	46.0%	45.5%	98.1%	-6.2%	Feb '26
MSCI India	48.63	-1.0%	-1.2%	4.2%	-8.2%	-10.4%	-10.5%	2.7%	-10.0%	18.5%	25.5%	5.4%	21.1%	-17.3%	Sep '24
MSCI China	57.30	-0.7%	1.0%	2.6%	-4.7%	-8.5%	9.7%	31.0%	-4.6%	29.6%	-20.6%	1.2%	55.0%	-13.4%	Oct '25
International Bond	47.84	-0.3%	-0.3%	-0.3%	-1.0%	-0.8%	1.3%	2.9%	-0.3%	11.5%	0.8%	1.1%	17.0%	-2.3%	Feb '26
iShares Latin America	35.76	-1.2%	-1.7%	0.4%	1.5%	22.6%	52.1%	52.7%	17.4%	68.9%	78.1%	103.4%	82.5%	-6.1%	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	660.12	-0.4%	0.9%	9.5%	6.3%	6.6%	29.0%	17.8%	5.6%	81.3%	85.5%	59.7%	111.6%	-0.4%	May '26
US Large Growth	119.82	-0.2%	0.6%	11.5%	7.5%	0.3%	29.5%	19.8%	1.4%	106.0%	112.8%	72.5%	149.0%	-2.0%	Oct '25
US Large Value	229.60	-0.5%	1.1%	6.5%	4.4%	13.4%	26.9%	15.7%	9.6%	60.0%	58.9%	48.2%	79.8%	-0.7%	Apr '26

US MidCap Blend	77.08	-0.2%	1.4%	6.3%	5.3%	8.9%	24.3%	17.0%	6.6%	78.0%	79.4%	57.2%	103.3%	-0.3%	Apr '26
US MidCap Growth	285.91	0.3%	2.7%	9.4%	7.6%	-0.1%	13.3%	10.7%	2.6%	54.5%	34.7%	17.3%	73.1%	-3.7%	Oct '25
US MidCap Value	192.77	-0.5%	0.3%	4.1%	3.6%	13.3%	24.6%	12.1%	9.3%	55.0%	51.4%	41.2%	70.7%	-1.0%	Apr '26

US Small Blend	283.39	-0.5%	1.0%	7.1%	5.8%	12.4%	30.1%	8.9%	10.3%	59.8%	38.2%	32.9%	72.4%	-1.0%	Apr '26
US Small Growth	361.52	-0.3%	2.9%	13.6%	11.0%	10.9%	39.7%	12.9%	12.0%	64.1%	26.1%	25.5%	78.2%	-0.3%	May '26
US Small Value	206.56	-0.8%	-0.1%	7.5%	6.3%	17.7%	42.6%	12.4%	14.3%	65.4%	38.6%	33.4%	68.1%	-0.8%	May '26

Foreign Large Blend	100.70	-1.4%	-0.3%	2.8%	0.4%	8.9%	20.9%	31.6%	4.9%	50.2%	49.3%	43.9%	100.0%	-4.7%	Feb '26
Foreign Growth	117.50	-1.1%	0.2%	4.1%	0.9%	3.9%	13.0%	20.7%	3.1%	29.1%	21.7%	14.0%	72.8%	-4.8%	Feb '26
Foreign Value	76.21	-1.5%	-0.5%	1.6%	0.0%	13.8%	29.0%	42.2%	6.7%	73.8%	79.5%	78.8%	129.3%	-4.7%	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	22.98	-0.04%	-0.8%	0.7%	0.9%	-0.1%	2.7%	3.6%	-0.2%	22.4%	28.2%	25.0%	30.8%	-1.0%	Jan '26
Ultra Short- Janus AAA CLO	50.54	0.06%	-0.2%	0.2%	0.6%	2.0%	4.8%	5.2%	1.1%	21.0%	25.6%	24.6%	26.9%	-0.3%	Apr '26
Bank Loan- Invesco	20.60	0.10%	0.3%	1.1%	1.6%	1.7%	6.1%	6.9%	0.2%	25.2%	29.4%	27.1%	33.5%	-0.1%	Jan '26
Interval CEF- Cliffwater	10.38	0.10%	0.1%	0.9%	1.5%	3.2%	8.0%	8.9%	1.8%	35.9%	59.3%	49.9%	43.1%	New 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	56.91	-0.5%	0.4%	9.8%	6.2%	8.8%	30.2%	17.7%	6.9%	88.9%	107.1%	99.4%	120.2%	-0.6%	Apr '26
Int’l Min Volatility- Franklin	40.37	-1.2%	-0.7%	-1.1%	2.7%	16.1%	32.0%	27.1%	10.1%	74.4%	111.7%	96.3%	110.7%	-2.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.59	-1.1%	1.5%	11.9%	9.7%	15.1%	33.3%	3.0%	13.7%	97.3%	113.7%	112.2%	118.1%	-1.1%	May '26
Small Value- Avantis	118.56	-1.2%	-0.7%	6.4%	6.2%	22.0%	41.9%	7.4%	16.6%	74.4%	68.8%	57.7%	81.0%	-1.3%	Apr '26
Mid Value- Pacer Cash Cows	63.24	-0.5%	1.2%	1.1%	1.0%	10.7%	23.6%	9.0%	5.4%	46.8%	62.6%	45.7%	57.6%	-2.3%	Feb '26
Growth- S&P Momentum	134.44	0.01%	3.4%	17.2%	16.2%	12.8%	39.1%	26.6%	13.0%	150.1%	159.8%	119.5%	169.7%	New Peak	May '26
Invesco S&P Quality	80.56	-0.3%	1.1%	6.3%	3.8%	10.0%	21.7%	13.2%	7.7%	75.7%	89.0%	60.3%	111.3%	-0.6%	Apr '26
Rotation Factor- BlackRock	63.98	-0.3%	0.6%	8.8%	6.5%	6.3%	30.6%	20.0%	5.5%	102.0%	99.9%	78.3%	141.6%	-0.3%	May '26
US Min Volatility- Fidelity	68.90	-0.4%	1.2%	5.7%	1.9%	5.7%	16.6%	11.8%	3.7%	47.9%	60.5%	41.0%	72.0%	-0.4%	May '26
Derivative Income- JPMorgan	56.67	-0.3%	-0.8%	0.4%	-1.4%	3.7%	9.9%	8.1%	0.9%	30.1%	45.3%	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	17.02	0%	0.3%	3.8%	6.7%	8.3%	12.3%	6.5%	7.7%	31.8%	40.2%	39.4%	38.9%	-0.4%	Apr '26
Multistrategy- AQR	14.65	0%	0.4%	0.5%	2.7%	5.7%	15.6%	16.4%	4.6%	50.2%	73.7%	71.8%	53.5%	-0.1%	Apr '26
Long Short- AQR	20.54	0%	0.5%	-1.2%	-1.7%	3.1%	17.3%	34.4%	-2.9%	103.2%	162.3%	150.6%	139.0%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.57	-0.4%	0.6%	2.1%	6.5%	11.1%	17.7%	18.3%	6.8%	71.7%	74.2%	80.5%	81.2%	-0.5%	Apr '26
Multi Strategy- Variant	26.02	0.04%	0.1%	0.5%	1.8%	3.1%	6.8%	7.2%	1.9%	21.9%	46.9%	36.3%	27.8%	New Peak	May '26
Long Short- First Trust	73.24	-0.6%	0.5%	3.8%	3.7%	3.0%	15.2%	9.1%	3.3%	48.5%	63.2%	48.3%	64.0%	-0.7%	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)	383.25	-0.6%	9.6%	29.6%	15.8%	35.0%	134.2%	66.0%	22.5%	266.0%	233.9%	166.5%	296.1%	-0.6%	May '26
Meta (Communications)	610.41	0.3%	-9.1%	6.3%	-8.8%	-3.9%	2.2%	13.1%	-7.4%	164.3%	95.3%	81.7%	382.5%	-22.6%	Aug '25
Amazon (Cyclical)	272.05	1.4%	4.8%	29.7%	22.2%	8.7%	46.0%	5.2%	17.9%	157.5%	66.4%	59.6%	141.0%	New Peak	May '26
Tesla (Cyclical)	392.51	0.4%	4.4%	8.9%	-1.2%	-15.1%	40.1%	11.4%	-12.7%	130.8%	75.5%	-1.9%	80.7%	-19.9%	Dec '25
Procter & Gamble (Defensive)	143.42	-2.6%	-3.9%	1.0%	-8.9%	-0.2%	-7.1%	-12.3%	1.5%	-0.6%	22.1%	-1.2%	27.1%	-16.9%	Dec '24
PepsiCo (Defensive)	154.59	-1.8%	-1.1%	-1.5%	-6.9%	10.2%	21.8%	-1.8%	8.7%	-12.0%	25.5%	2.2%	2.3%	-12.8%	May '23
Coca-Cola (Defensive)	78.19	-0.5%	-0.2%	1.9%	0.3%	15.7%	12.2%	15.6%	12.6%	33.6%	68.1%	49.6%	57.4%	-3.5%	Feb '26
Exxon Mobil (Energy)	153.69	0.6%	2.1%	-4.4%	5.9%	37.3%	53.9%	16.0%	28.6%	56.6%	205.3%	180.7%	75.7%	-10.4%	Mar '26
Chevron (Energy)	192.28	0.9%	2.1%	-3.4%	8.3%	28.6%	48.3%	10.1%	27.4%	36.3%	117.3%	91.3%	40.8%	-8.9%	Mar '26
JPMorgan Chase (Financial)	307.65	-1.5%	-1.2%	5.0%	-0.3%	-0.3%	24.2%	37.3%	-3.6%	140.9%	121.6%	113.4%	222.8%	-7.6%	Jan '26
Visa (Financial)	326.85	-0.4%	5.7%	8.7%	-0.5%	-3.5%	-5.5%	11.8%	-6.6%	44.3%	47.9%	52.4%	88.4%	-11.9%	Jun '25
Mastercard (Financial)	504.74	1.9%	-0.6%	2.5%	-8.4%	-8.5%	-9.5%	9.0%	-11.3%	33.5%	40.8%	39.7%	81.9%	-15.3%	Aug '25
Bank of America (Financial)	52.19	-2.0%	-0.9%	5.7%	-4.5%	0.6%	29.8%	28.0%	-4.6%	103.6%	42.4%	25.8%	91.3%	-8.3%	Jan '26
UnitedHealth (Health)	370.75	0.5%	1.1%	33.7%	39.1%	14.8%	-5.8%	-33.1%	13.2%	-20.4%	-2.1%	-20.4%	-20.8%	-38.5%	Nov '24
Johnson & Johnson (Health)	224.20	-1.3%	-1.6%	-7.8%	-5.2%	21.9%	48.7%	47.5%	8.9%	50.7%	54.5%	47.7%	52.8%	-9.8%	Mar '26
Eli Lilly (Health)	967.93	0.5%	10.7%	3.5%	-5.0%	4.9%	18.7%	40.2%	-9.8%	131.3%	427.7%	270.4%	206.8%	-12.6%	Nov '25
Union Pacific (Industrials)	263.41	-1.1%	-1.6%	7.6%	5.3%	22.5%	24.5%	3.9%	14.5%	40.2%	31.9%	17.3%	48.8%	-2.9%	Apr '26
Honeywell (Industrials)	209.59	-1.4%	-1.6%	-8.7%	-9.9%	7.5%	6.0%	-6.4%	8.0%	19.5%	8.9%	17.7%	38.6%	-15.5%	Mar '26
Nvidia (IT)	198.48	0.02%	-6.9%	11.9%	15.5%	1.7%	74.4%	38.9%	6.4%	592.7%	1276.2%	560.3%	1628.2%	-8.4%	Apr '26
Broadcom (IT)	416.50	-1.1%	4.2%	32.4%	34.4%	16.5%	109.2%	50.6%	20.6%	587.8%	937.2%	579.3%	922.3%	-1.5%	Apr '26
Adobe (IT)	253.96	1.3%	4.4%	4.5%	-5.7%	-24.3%	-33.4%	-21.3%	-27.4%	-27.1%	-47.8%	-55.0%	-11.2%	-60.0%	Feb '24
Oracle (IT)	180.29	4.9%	8.6%	23.6%	32.6%	-27.5%	22.0%	18.1%	-6.9%	92.6%	143.6%	117.9%	195.2%	-44.7%	Sep '25
salesforce.com (IT)	185.48	0.9%	2.3%	-0.7%	-2.1%	-26.3%	-31.5%	-20.2%	-29.8%	-4.8%	-12.6%	-26.3%	32.3%	-49.1%	Dec '24
Linde PLC (Materials)	493.55	-2.8%	-3.3%	-1.8%	7.7%	18.8%	10.5%	3.2%	16.1%	40.1%	81.2%	54.4%	90.3%	-3.4%	Apr '26
Sherwin-Williams (Materials)	310.49	-2.4%	-4.2%	-2.4%	-13.8%	-7.1%	-12.9%	-3.8%	-4.0%	38.1%	14.6%	-4.8%	59.1%	-21.5%	Nov '24
American Tower (Real Estate)	180.88	-0.4%	1.4%	5.2%	6.5%	2.8%	-16.2%	-0.9%	4.1%	2.0%	-15.3%	-27.6%	10.8%	-20.9%	Sep '24
Prologis Inc. (Real Estate)	138.76	-1.9%	-2.0%	3.7%	2.7%	13.8%	36.3%	25.1%	9.6%	20.0%	41.5%	-4.3%	54.2%	-4.4%	Apr '26
NextEra Energy (Utilities)	95.51	-1.5%	-1.0%	2.5%	7.8%	17.9%	48.8%	15.5%	19.8%	38.1%	47.3%	16.9%	45.0%	-2.4%	Apr '26
Duke Energy (Utilities)	127.45	-0.9%	-0.3%	-3.6%	4.2%	4.8%	9.3%	12.7%	9.7%	44.2%	55.7%	45.3%	70.1%	-4.5%	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	15.92	0%	0.2%	1.9%	1.0%	2.5%	9.2%	9.4%	1.7%	21.9%	12.1%	10.2%	32.0%	-0.7%	Feb '26
Moderate-60% Stock	67.46	-0.5%	0.3%	4.8%	2.9%	5.7%	19.4%	16.4%	4.3%	45.2%	38.2%	31.0%	66.3%	-0.5%	May '26
Mod Agg-80% Stock	53.91	0%	1.0%	6.9%	4.6%	8.0%	25.0%	19.6%	6.3%	59.1%	50.9%	41.1%	85.4%	New Peak	May '26
Aggressive-90% Stock	32.83	-0.3%	0.9%	8.5%	6.3%	10.3%	30.0%	20.9%	8.5%	62.3%	54.3%	42.6%	90.4%	-0.3%	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	80903.97	1.4%	6.0%	21.0%	29.0%	-22.1%	-14.6%	-6.3%	-7.5%	173.9%	40.9%	74.1%	322.3%	-35.1%	Oct '25
Ethereum	2383.33	1.6%	4.1%	15.9%	30.8%	-30.4%	31.0%	-11.0%	-19.7%	19.5%	-32.3%	-36.6%	84.1%	-50.7%	Aug '25
BNB	627.50	0.7%	0.5%	7.6%	3.5%	-34.6%	5.0%	23.1%	-27.3%	91.9%	-3.7%	22.5%	131.6%	-52.1%	Oct '25
Solana	84.79	0.8%	0.9%	7.4%	8.4%	-47.8%	-42.2%	-34.2%	-31.9%	271.5%	88.7%	-50.2%	172.1%	-67.6%	Jan '25
Bitcoin ETF	45.40	2.1%	4.9%	19.6%	25.8%	-22.9%	-15.3%	-6.4%	-8.6%	-	-	-	-	-36.3%	Oct '25
Grayscale Bitcoin (hi fee)	62.23	2.1%	4.9%	19.3%	25.3%	-23.5%	-16.4%	-7.6%	-9.0%	309.8%	49.6%	101.0%	514.5%	-36.8%	Oct '25
Bloomberg Commodities	25.52	1.2%	2.7%	3.4%	21.9%	34.0%	44.8%	14.9%	30.7%	56.7%	78.8%	65.9%	43.9%	New Peak	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	1.2%	1.6%	2.8%	3.4%	6.1%	4.0%	1.1%	3.8%	33.6%	122.4%	149.3%	29.4%	-1.5%	Oct '23
10yr Treasury rate	4.45	1.6%	2.1%	3.1%	5.6%	7.0%	2.4%	-9.0%	6.8%	29.0%	180.7%	173.1%	13.9%	-10.9%	Oct '23
5yr Treasury rate	4.09	1.8%	2.8%	3.7%	9.1%	8.7%	3.8%	-15.0%	10.0%	19.7%	409.7%	199.9%	-0.5%	-17.5%	Oct '23
13-week T-bill	3.59	0.4%	0.0%	-0.5%	0.3%	-5.2%	-14.7%	-15.7%	1.2%	-29.3%	44775.0%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	104.46	-1.8%	4.5%	-6.3%	65.0%	75.3%	82.8%	-19.9%	81.9%	46.4%	59.2%	37.3%	19.7%	-7.5%	Apr '26
Gold	4547.10	0.6%	-1.0%	-2.2%	-6.5%	14.2%	37.3%	64.5%	5.1%	125.4%	154.9%	152.7%	172.2%	-14.5%	Jan '26
USD/EUR	0.86	0.05%	0.2%	-1.3%	1.0%	-1.7%	-3.2%	-11.4%	0.5%	-	2.7%	-2.7%	-16.9%	-12.4%	Jan '25
USD/JPY	157.25	0.04%	-1.4%	-1.4%	0.2%	2.4%	9.5%	-0.4%	0.5%	-	44.0%	36.6%	7.2%	-2.7%	Jul '24
S&P 500 Volatility Index	18.29	7.7%	2.6%	-23.4%	-16.0%	1.6%	-22.6%	-13.8%	22.3%	6.4%	-4.5%	10.2%	-45.5%	-65.0%	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	50.67	-0.08%	0.0%	0.5%	0.3%	1.9%	5.0%	6.1%	0.9%	18.9%	18.9%	18.3%	23.5%	-0.1%	May '26
Interm Muni- JPMorgan	50.25	-0.04%	-0.5%	0.3%	-0.6%	0.9%	5.2%	4.3%	0.4%	9.8%	5.9%	4.7%	16.2%	-1.5%	Feb '26
Interm Bond- Janus MSB	45.00	-0.4%	-1.2%	-0.8%	-0.9%	0.9%	6.1%	8.8%	-0.2%	12.3%	2.7%	3.3%	20.1%	-2.4%	Feb '26
Interm Bond- Vanguard	76.59	-0.3%	-0.8%	-0.6%	-1.0%	0.2%	4.6%	8.5%	-0.6%	11.1%	1.3%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.95	-0.11%	0.1%	1.2%	1.1%	2.8%	9.3%	8.2%	1.6%	31.6%	35.9%	30.3%	37.0%	-0.1%	May '26
Int’l Bond- JPMorgan	47.83	-0.3%	-0.7%	0.3%	-1.6%	0.0%	4.4%	8.2%	-0.6%	16.3%	13.7%	13.0%	27.0%	-2.5%	Feb '26
Long Bond- Vanguard	74.14	-0.5%	-1.3%	-1.1%	-1.8%	-0.9%	6.4%	7.2%	-0.9%	10.2%	-9.6%	-12.4%	23.6%	-3.9%	Oct '25
Long CA Muni- PIMCO	9.40	-0.11%	0.1%	0.7%	-0.3%	0.5%	4.6%	3.3%	0.4%	9.6%	2.0%	0.6%	15.7%	-1.1%	Feb '26
Long Muni- iShares	57.11	-0.05%	-0.5%	0.3%	-0.9%	0.9%	5.7%	3.4%	0.1%	8.3%	2.8%	2.1%	13.9%	-1.7%	Feb '26

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BelowPeak May '26

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Russell 2000 (Small Cap)

BelowPeak May '26

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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