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S&P 500

New Peak

Return

86.4%

[

20.6%

annualized]

Dec 30 2022 - Apr 24 2026

DJIA (Large Value)

-2.0%

BelowPeak Feb '26

Return

48.3%

[

12.6%

annualized]

Dec 30 2022 - Apr 24 2026

Russell 2000 (Small Cap)

New Peak

Return

58.6%

[

14.9%

annualized]

Dec 30 2022 - Apr 24 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 24 12:30 PM EDT, next update at 12:40 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	7156.72	0.7%	0.4%	9.2%	3.5%	5.4%	30.5%	16.4%	4.5%	73.0%	71.2%	49.2%	100.1%	New Peak	Apr '26
DJIA (Large Value)	49165.20	-0.3%	-0.6%	6.6%	0.1%	4.1%	22.6%	13.0%	2.3%	45.1%	44.4%	34.4%	68.3%	-2.0%	Feb '26
Russell 2000 (Small Cap)	2792.60	0.6%	0.6%	11.5%	4.6%	11.1%	42.7%	11.3%	12.5%	56.1%	22.9%	22.9%	65.5%	New Peak	Apr '26
NASDAQ Comp (Tech/Growth)	24796.35	1.5%	1.3%	13.9%	5.5%	6.9%	44.5%	20.4%	6.7%	106.0%	76.9%	56.6%	138.0%	New Peak	Apr '26
Aggregate Bond	99.59	0.1%	-0.3%	1.2%	0.5%	0.4%	5.4%	7.2%	0.7%	11.7%	1.2%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.66	0.13%	-0.3%	1.6%	0.1%	-0.5%	6.8%	7.9%	0.6%	14.3%	0.7%	-0.6%	26.0%	-1.1%	Feb '26
High Yield Bond	80.50	0.2%	-0.2%	2.2%	0.7%	2.2%	8.4%	8.6%	1.3%	27.7%	21.0%	18.0%	38.1%	-0.2%	Apr '26
Preferred	31.50	0.03%	0.1%	4.0%	-0.2%	2.0%	10.5%	4.9%	2.9%	20.6%	8.3%	4.1%	27.8%	-0.5%	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	51.91	0.2%	0.1%	7.1%	4.3%	17.8%	27.2%	9.9%	15.0%	35.5%	38.3%	26.5%	62.3%	-2.8%	Feb '26
Consumer Discretionary/Cyclical	118.58	0.7%	-1.5%	8.1%	-3.5%	0.2%	23.1%	7.4%	-0.5%	64.9%	38.9%	16.9%	75.8%	-4.6%	Jan '26
Financial Services	51.49	-0.6%	-1.8%	4.5%	-2.5%	-2.2%	8.4%	14.9%	-5.5%	63.1%	58.7%	40.2%	80.4%	-8.2%	Jan '26
Real Estate	95.61	0.12%	-1.1%	8.8%	6.7%	5.5%	14.1%	3.3%	9.2%	31.5%	18.2%	-1.8%	44.1%	-1.5%	Apr '26
Communication Services	115.87	-1.3%	-2.7%	4.3%	-0.6%	0.9%	25.1%	23.1%	-1.3%	107.7%	59.4%	54.9%	152.7%	-3.2%	Jan '26
Energy	56.41	-1.0%	2.5%	-7.3%	15.4%	30.0%	41.1%	7.9%	27.0%	44.1%	185.2%	128.7%	58.4%	-9.8%	Mar '26
Industrials	172.61	-0.8%	-0.5%	5.3%	5.4%	12.1%	35.6%	19.3%	11.6%	79.0%	83.4%	75.7%	114.8%	-3.2%	Mar '26
Technology	160.04	2.7%	3.7%	17.5%	10.4%	9.3%	56.7%	24.6%	11.3%	122.1%	133.0%	88.4%	181.8%	New Peak	Apr '26
Consumer Staples/Defensive	83.27	-0.3%	1.0%	2.7%	1.0%	6.7%	5.6%	1.5%	7.8%	17.5%	36.5%	20.8%	35.1%	-7.0%	Feb '26
Healthcare	144.07	-1.5%	-3.2%	-0.5%	-8.1%	-0.5%	6.7%	14.5%	-6.6%	12.1%	26.2%	10.7%	25.2%	-9.7%	Feb '26
Utilities	46.13	0.09%	-0.1%	2.3%	9.1%	2.4%	20.9%	16.0%	8.8%	44.5%	61.2%	48.0%	66.9%	-2.7%	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	150.46	0.8%	-0.3%	9.0%	3.6%	7.8%	32.4%	22.4%	6.3%	72.1%	65.1%	51.8%	106.3%	-0.3%	Apr '26
MSCI Emerging Markets	63.75	2.2%	0.2%	12.8%	7.9%	17.4%	50.0%	34.0%	16.5%	76.5%	31.2%	42.9%	101.3%	New Peak	Apr '26
FTSE Europe	87.01	0.6%	-2.3%	8.0%	0.6%	8.6%	24.6%	35.8%	4.6%	50.9%	53.9%	44.8%	112.1%	-3.4%	Feb '26
MSCI Japan	87.33	0.3%	-3.2%	4.9%	3.3%	9.9%	30.0%	25.9%	8.2%	61.9%	42.7%	44.2%	96.3%	-7.1%	Feb '26
MSCI India	49.50	0.2%	-3.5%	6.7%	-3.4%	-9.2%	-7.9%	2.7%	-8.4%	24.3%	33.0%	7.2%	23.2%	-15.8%	Sep '24
MSCI China	57.70	0.8%	-2.7%	3.7%	-8.0%	-9.5%	13.5%	31.0%	-3.9%	31.9%	-22.9%	1.9%	56.0%	-12.8%	Oct '25
International Bond	48.15	0.1%	-0.4%	0.9%	0.1%	-0.2%	1.7%	2.9%	0.3%	13.3%	1.2%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	36.82	0.03%	-2.7%	8.4%	5.2%	31.8%	56.0%	52.7%	20.9%	78.0%	82.9%	109.4%	87.9%	-3.4%	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	655.95	0.7%	0.5%	9.2%	3.8%	6.0%	32.1%	17.8%	4.9%	80.1%	83.9%	58.7%	110.3%	New Peak	Apr '26
US Large Growth	477.73	1.0%	0.3%	11.3%	2.1%	0.3%	33.4%	18.3%	1.0%	99.0%	88.7%	59.4%	134.0%	-2.7%	Oct '25
US Large Value	227.70	0.09%	0.2%	6.5%	4.6%	11.3%	28.2%	15.7%	8.7%	56.1%	60.0%	46.9%	78.3%	New Peak	Apr '26

US MidCap Blend	76.73	-0.09%	-0.1%	-73.4%	-74.2%	-73.8%	-69.3%	11.6%	-73.5%	-61.8%	-64.4%	-67.6%	-56.8%	-74.9%	Feb '26
US MidCap Growth	282.88	0.10%	-0.3%	8.3%	0.4%	-3.9%	16.2%	10.7%	1.5%	49.7%	28.1%	16.1%	71.3%	-4.8%	Oct '25
US MidCap Value	192.76	-0.3%	0.1%	4.9%	4.9%	11.3%	26.7%	12.1%	9.3%	52.9%	54.5%	41.2%	70.7%	-0.3%	Feb '26

US Small Blend	283.70	0.2%	-0.3%	8.1%	3.7%	10.4%	33.6%	8.9%	10.4%	57.3%	37.0%	33.0%	72.6%	-0.9%	Apr '26
US Small Growth	359.27	0.9%	0.8%	13.3%	3.6%	8.6%	43.5%	12.9%	11.3%	61.1%	20.2%	24.7%	77.1%	New Peak	Apr '26
US Small Value	207.33	0.4%	0.4%	9.7%	6.3%	15.2%	45.6%	12.4%	14.7%	62.5%	40.5%	33.9%	68.7%	-0.1%	Apr '26

Foreign Large Blend	101.71	0.5%	-2.5%	6.8%	1.7%	9.0%	25.8%	31.6%	5.9%	51.8%	50.4%	45.3%	102.0%	-3.7%	Feb '26
Foreign Growth	119.15	0.7%	-2.6%	7.9%	-0.3%	3.6%	18.9%	20.7%	4.6%	30.8%	21.7%	15.6%	75.2%	-3.4%	Feb '26
Foreign Value	76.71	0.4%	-2.4%	5.8%	3.9%	14.5%	32.9%	42.2%	7.4%	75.0%	82.5%	79.9%	130.8%	-4.0%	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	23.17		0.06%	0.5%	1.7%	-0.2%	1.3%	4.1%	3.6%	0.6%	23.3%	29.0%	26.0%	31.8%	-0.2%	Jan '26
Ultra Short- Janus AAA CLO	50.65		0.04%	0.0%	0.5%	0.8%	2.5%	5.7%	5.2%	1.3%	21.7%	25.7%	24.9%	27.2%	New Peak	Apr '26
Bank Loan- Invesco	20.55		0.1%	-0.6%	0.5%	-0.5%	1.2%	5.7%	6.9%	-0.6%	24.0%	28.3%	26.1%	32.5%	-0.9%	Jan '26
Interval CEF- Cliffwater	10.36	p	EOD	0.1%	0.6%	1.2%	3.3%	8.1%	8.9%	1.6%	36.3%	59.3%	49.6%	42.9%	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	56.99		0.8%	0.9%	10.8%	4.9%	8.4%	35.7%	17.7%	7.0%	89.5%	112.7%	99.6%	120.5%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.53		-0.2%	-0.9%	3.0%	7.7%	17.3%	35.2%	27.1%	10.5%	76.4%	113.3%	97.1%	111.6%	-2.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.06	p	EOD	-0.4%	12.0%	5.0%	11.7%	32.6%	3.0%	11.5%	90.0%	111.4%	108.2%	114.0%	-0.9%	Apr '26
Small Value- Avantis	119.13		0.2%	1.4%	8.4%	10.1%	20.0%	45.8%	7.4%	17.1%	70.0%	75.7%	58.5%	81.9%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	62.49		-0.5%	-0.9%	0.6%	1.0%	9.2%	23.5%	9.0%	4.2%	40.1%	63.3%	44.0%	55.7%	-3.5%	Feb '26
Growth- S&P Momentum	131.79		2.0%	2.7%	14.8%	12.1%	8.9%	43.2%	26.6%	10.8%	139.7%	146.0%	115.2%	164.4%	New Peak	Apr '26
Invesco S&P Quality	80.81		0.7%	0.4%	6.0%	5.6%	9.1%	26.0%	13.2%	8.1%	75.6%	86.7%	60.8%	111.9%	New Peak	Apr '26
Rotation Factor- BlackRock	63.97		0.8%	0.4%	8.9%	5.5%	7.3%	35.1%	20.0%	5.5%	101.2%	99.4%	78.3%	141.6%	New Peak	Apr '26
US Min Volatility- Fidelity	68.15		-0.6%	-0.7%	5.6%	1.4%	4.1%	18.0%	11.8%	2.5%	47.3%	58.0%	39.5%	70.1%	-0.7%	Apr '26
Derivative Income- JPMorgan	57.28		-0.5%	-0.9%	2.0%	0.0%	3.7%	13.6%	8.1%	2.0%	31.5%	48.2%	32.1%	50.8%	-3.1%	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	16.79	p	EOD	0.7%	1.6%	6.1%	6.7%	12.8%	6.5%	6.2%	29.7%	39.3%	37.5%	37.0%	-0.2%	Apr '26
Multistrategy- AQR	14.51	p	EOD	0.4%	0.8%	2.6%	5.8%	15.5%	16.4%	3.6%	47.3%	74.5%	70.1%	52.0%	-0.7%	Apr '26
Long Short- AQR	20.37	p	EOD	0.1%	-0.9%	-1.4%	3.9%	19.3%	34.4%	-3.7%	100.3%	169.5%	148.5%	137.0%	-4.3%	Dec '25
Mkt Neutral- BlackRock	15.34	p	EOD	0.1%	0.7%	5.1%	10.3%	18.1%	18.3%	5.2%	68.4%	74.1%	77.9%	78.5%	-0.1%	Apr '26
Multi Strategy- Variant	26.15	p	EOD	0.0%	0.5%	1.9%	3.0%	6.7%	7.2%	1.6%	21.9%	47.1%	36.0%	27.5%	New Peak	Apr '26
Long Short- First Trust	72.83		0.2%	0.6%	3.8%	2.1%	4.3%	16.8%	9.1%	2.7%	48.2%	62.9%	47.5%	63.0%	New Peak	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)	343.45	1.3%	0.5%	18.3%	4.8%	32.3%	116.4%	66.0%	9.8%	226.8%	201.1%	138.8%	254.9%	New Peak	Apr '26
Meta (Communications)	675.41	2.5%	-1.9%	13.9%	2.6%	-8.4%	27.1%	13.1%	2.4%	219.9%	126.1%	101.1%	433.9%	-14.3%	Aug '25
Amazon (Cyclical)	262.50	2.9%	4.8%	26.7%	9.8%	17.1%	40.7%	5.2%	13.7%	147.2%	57.1%	54.0%	132.5%	New Peak	Apr '26
Tesla (Cyclical)	373.86	0.04%	-6.7%	-2.4%	-16.7%	-13.8%	44.1%	11.4%	-16.9%	130.0%	53.8%	-6.5%	72.1%	-23.7%	Dec '25
Procter & Gamble (Defensive)	149.39	2.5%	1.7%	4.4%	-0.5%	-1.3%	-4.4%	-12.3%	5.0%	2.5%	25.7%	2.1%	31.4%	-14.1%	Dec '24
PepsiCo (Defensive)	155.33	-0.2%	-1.5%	3.1%	8.4%	4.4%	19.4%	-1.8%	9.2%	-7.3%	24.4%	2.7%	2.8%	-12.4%	May '23
Coca-Cola (Defensive)	76.69	0.5%	1.3%	2.7%	6.0%	11.6%	8.8%	15.6%	10.5%	31.1%	63.4%	46.7%	54.4%	-5.3%	Feb '26
Exxon Mobil (Energy)	147.38	-2.1%	0.6%	-10.9%	9.9%	29.7%	40.3%	16.0%	23.3%	38.1%	221.2%	169.1%	68.4%	-14.1%	Mar '26
Chevron (Energy)	184.37	-1.7%	0.2%	-10.8%	11.7%	21.0%	38.5%	10.1%	22.2%	22.1%	123.6%	83.5%	35.0%	-12.7%	Mar '26
JPMorgan Chase (Financial)	308.77	-0.9%	-0.5%	6.1%	4.2%	3.8%	28.7%	37.3%	-3.2%	134.9%	133.3%	114.1%	224.0%	-7.3%	Jan '26
Visa (Financial)	307.61	-0.4%	-3.0%	1.3%	-5.5%	-11.1%	-7.7%	11.8%	-12.1%	35.2%	38.8%	43.5%	77.3%	-17.1%	Jun '25
Mastercard (Financial)	503.14	0.2%	-3.5%	1.0%	-4.0%	-12.0%	-5.5%	9.0%	-11.6%	36.7%	33.8%	39.3%	81.3%	-15.6%	Aug '25
Bank of America (Financial)	52.11	-0.7%	-3.3%	8.2%	1.3%	0.2%	34.6%	28.0%	-4.7%	89.3%	50.2%	25.6%	91.0%	-8.5%	Jan '26
UnitedHealth (Health)	351.60	-0.8%	8.3%	29.1%	-0.5%	-1.6%	-14.8%	-33.1%	7.3%	-23.7%	-4.3%	-24.5%	-24.9%	-41.7%	Nov '24
Johnson & Johnson (Health)	227.89	-1.2%	-2.7%	-3.1%	4.1%	21.1%	51.2%	47.5%	10.7%	52.2%	58.5%	50.2%	55.3%	-8.3%	Mar '26
Eli Lilly (Health)	883.45	-3.7%	-4.7%	-2.2%	-16.9%	7.4%	3.5%	40.2%	-17.7%	135.6%	392.1%	238.0%	180.0%	-20.3%	Nov '25
Union Pacific (Industrials)	271.14	-0.04%	8.0%	13.1%	18.7%	26.6%	28.8%	3.9%	17.8%	45.0%	35.7%	20.7%	53.2%	New Peak	Apr '26
Honeywell (Industrials)	213.28	-0.5%	-8.7%	-3.7%	-3.2%	5.8%	15.1%	-6.4%	9.9%	22.6%	11.7%	19.7%	41.1%	-14.0%	Mar '26
Nvidia (IT)	209.65	5.0%	4.0%	19.7%	11.7%	12.6%	97.0%	38.9%	12.4%	676.0%	1276.8%	597.4%	1725.4%	New Peak	Apr '26
Broadcom (IT)	420.80	0.2%	3.5%	32.2%	31.8%	19.3%	125.5%	50.6%	21.8%	590.1%	897.8%	586.3%	932.8%	-0.4%	Apr '26
Adobe (IT)	240.96	0.8%	-1.4%	0.9%	-20.0%	-31.8%	-33.2%	-21.3%	-31.2%	-36.1%	-53.3%	-57.3%	-15.8%	-62.0%	Feb '24
Oracle (IT)	170.96	-3.0%	-2.3%	16.6%	-3.2%	-39.3%	25.6%	18.1%	-11.7%	85.6%	144.0%	106.6%	179.9%	-47.5%	Sep '25
salesforce.com (IT)	175.23	1.1%	-3.8%	-4.0%	-23.0%	-31.0%	-33.3%	-20.2%	-33.7%	-8.8%	-23.9%	-30.4%	25.0%	-51.9%	Dec '24
Linde PLC (Materials)	507.42	-0.12%	3.1%	5.7%	12.7%	14.6%	14.4%	3.2%	19.4%	43.3%	86.3%	58.8%	95.6%	-0.3%	Apr '26
Sherwin-Williams (Materials)	335.19	-0.7%	-3.0%	6.9%	-3.6%	0.8%	1.1%	-3.8%	3.7%	45.5%	27.9%	2.8%	71.7%	-15.2%	Nov '24
American Tower (Real Estate)	176.78	-1.2%	-3.1%	4.8%	-0.1%	-5.9%	-13.1%	-0.9%	1.7%	-3.8%	-19.0%	-29.2%	8.3%	-22.7%	Sep '24
Prologis Inc. (Real Estate)	143.76	1.0%	-0.9%	10.3%	14.0%	15.5%	43.9%	25.1%	13.5%	28.4%	44.2%	-0.9%	59.7%	-0.9%	Apr '26
NextEra Energy (Utilities)	95.56	-0.7%	3.9%	4.3%	13.4%	14.8%	48.3%	15.5%	19.8%	32.0%	39.0%	17.0%	45.0%	-0.7%	Apr '26
Duke Energy (Utilities)	127.05	-0.8%	-0.8%	-0.3%	9.1%	1.5%	9.0%	12.7%	9.3%	44.4%	54.5%	44.9%	69.6%	-4.8%	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	15.89	p	EOD	-0.6%	2.4%	0.8%	1.7%	9.5%	9.4%	1.5%	22.3%	11.7%	10.0%	31.8%	-0.9%	Feb '26
Moderate-60% Stock	67.52		0.5%	-0.3%	5.9%	2.5%	5.3%	21.6%	16.4%	4.4%	45.4%	38.0%	31.1%	66.4%	-0.3%	Apr '26
Mod Agg-80% Stock	53.32	p	EOD	-0.9%	6.7%	2.5%	6.3%	26.5%	19.6%	5.1%	57.7%	48.5%	39.6%	83.4%	-0.9%	Apr '26
Aggressive-90% Stock	32.45	p	EOD	-0.8%	8.3%	3.9%	8.9%	32.0%	20.9%	7.2%	60.8%	51.9%	41.0%	88.2%	-0.8%	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	77755.38	-0.7%	0.8%	10.3%	-13.1%	-30.0%	-17.2%	-6.3%	-11.1%	182.5%	52.2%	67.4%	305.9%	-37.7%	Oct '25
Ethereum	2319.47	-0.5%	-4.2%	7.6%	-21.5%	-41.0%	31.1%	-11.0%	-21.8%	25.9%	-1.9%	-38.3%	79.1%	-52.0%	Aug '25
BNB	638.19	-0.08%	-0.8%	0.0%	-28.4%	-42.5%	6.1%	23.1%	-26.1%	92.7%	21.2%	24.6%	135.5%	-51.3%	Oct '25
Solana	86.30	0.2%	-2.9%	-5.0%	-32.2%	-55.4%	-43.3%	-34.2%	-30.7%	303.4%	133.4%	-49.3%	176.9%	-67.0%	Jan '25
Bitcoin ETF	44.10	0.10%	0.4%	12.3%	-13.0%	-29.8%	-17.2%	-6.4%	-11.2%	-	-	-	-	-38.1%	Oct '25
Grayscale Bitcoin (hi fee)	60.50	0.03%	0.3%	12.1%	-13.3%	-30.2%	-18.2%	-7.6%	-11.5%	346.8%	58.0%	95.4%	497.4%	-38.5%	Oct '25
Bloomberg Commodities	24.42	-0.6%	3.3%	4.3%	14.3%	28.5%	36.5%	14.9%	25.1%	46.0%	77.9%	58.8%	37.7%	-1.2%	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	4.91	-0.1%	0.5%	-0.6%	1.6%	7.1%	3.1%	1.1%	1.5%	31.7%	118.2%	143.6%	26.4%	-3.8%	Oct '23
10yr Treasury rate	4.31	-0.4%	1.4%	-2.0%	1.6%	7.7%	0.0%	-9.0%	3.4%	22.5%	174.8%	164.5%	10.4%	-13.7%	Oct '23
5yr Treasury rate	3.92	-0.8%	2.1%	-2.7%	2.1%	8.8%	-0.2%	-15.0%	5.3%	8.7%	380.4%	187.2%	-4.7%	-21.0%	Oct '23
13-week T-bill	3.59	-0.06%	-0.2%	-0.7%	0.3%	-4.5%	-14.4%	-15.7%	1.3%	-26.3%	23853.3%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	94.07	-1.9%	12.2%	1.9%	54.0%	53.0%	49.8%	-19.9%	63.8%	19.4%	51.4%	23.6%	7.8%	-16.7%	Apr '26
Gold	4739.80	0.7%	-2.4%	7.7%	-4.8%	15.1%	42.3%	64.5%	9.6%	138.3%	166.7%	163.4%	183.8%	-10.9%	Jan '26
USD/EUR	0.85	-0.3%	0.4%	-1.0%	0.3%	-	-3.0%	-11.4%	0.2%	-5.6%	-	-3.0%	-17.2%	-12.6%	Jan '25
USD/JPY	159.37	-0.3%	0.5%	0.6%	0.5%	-	11.5%	-0.4%	1.9%	18.9%	-	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	18.74	-3.0%	7.2%	-30.5%	16.5%	14.5%	-29.2%	-13.8%	25.4%	11.0%	8.1%	12.9%	-44.2%	-64.2%	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		0.09%	0.0%	0.6%	0.7%	1.6%	5.0%	6.1%	0.9%	19.2%	18.7%	18.3%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.54		0.04%	0.0%	1.7%	0.5%	1.3%	6.2%	4.3%	1.0%	11.2%	6.3%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.62		0.2%	-0.3%	1.7%	0.8%	1.6%	7.6%	8.8%	1.2%	14.4%	4.3%	4.7%	21.8%	-1.0%	Feb '26
Interm Bond- Vanguard	77.43		0.2%	-0.3%	1.2%	0.5%	0.4%	5.8%	8.5%	0.5%	13.0%	2.6%	2.6%	20.5%	-1.4%	Feb '26
Multisector Bond- Intrepid	9.00	p	EOD	0.0%	1.7%	0.8%	2.6%	9.5%	8.2%	1.6%	31.5%	37.0%	30.3%	37.0%	-0.1%	Apr '26
Int’l Bond- JPMorgan	48.30		0.2%	-0.4%	1.7%	-0.3%	0.7%	5.4%	8.2%	0.4%	18.0%	14.7%	14.2%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	75.39		0.08%	-0.5%	2.1%	-0.4%	-1.9%	7.4%	7.2%	0.7%	10.8%	-8.1%	-10.9%	25.7%	-2.3%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.0%	1.7%	0.3%	0.7%	5.7%	3.3%	0.5%	10.4%	2.1%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.49		0.01%	0.0%	1.9%	0.3%	1.2%	7.1%	3.4%	0.8%	9.4%	3.3%	2.8%	14.7%	-1.1%	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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