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S&P 500

NewNew Peak

Return

98.3%

[

22.1%

annualized]

Dec 30 2022 - Jun 02 2026

DJIA (Large Value)

NewNew Peak

Return

54.5%

[

13.5%

annualized]

Dec 30 2022 - Jun 02 2026

Russell 2000 (Small Cap)

-0.4%

BelowPeak May '26

Return

66.1%

[

16.0%

annualized]

Dec 30 2022 - Jun 02 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 Jun 02 01:10 PM EDT, next update at 01:20 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	7614.71	0.2%	1.3%	5.3%	10.7%	11.5%	28.3%	16.4%	11.2%	77.8%	81.0%	58.8%	112.9%	NewNew Peak	Jun '26
DJIA (Large Value)	51212.99	0.3%	1.5%	3.5%	4.7%	7.9%	21.1%	13.0%	6.6%	51.7%	48.0%	40.0%	75.3%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	2925.18	0.7%	0.2%	4.0%	10.1%	18.7%	41.3%	11.3%	17.9%	59.8%	27.3%	28.7%	73.3%	-0.4%	May '26
NASDAQ Comp (Tech/Growth)	27148.51	0.2%	1.8%	8.1%	19.3%	16.0%	41.1%	20.4%	16.8%	105.0%	97.4%	71.5%	160.6%	NewNew Peak	Jun '26
Aggregate Bond	98.69	0.02%	0.0%	-0.2%	-1.3%	0.1%	4.9%	7.2%	0.1%	12.2%	0.5%	0.6%	17.5%	-1.7%	Feb '26
Corp Bond	108.95	0.02%	0.2%	0.3%	-1.0%	0.1%	6.0%	7.9%	0.4%	15.5%	0.0%	-0.9%	25.7%	-1.4%	Feb '26
High Yield Bond	79.85	0.01%	-0.4%	-0.3%	0.5%	1.5%	6.4%	8.6%	1.0%	27.3%	20.0%	17.6%	37.7%	-0.6%	May '26
Preferred	31.38	-0.06%	0.1%	-0.1%	0.7%	3.6%	9.9%	4.9%	3.0%	21.5%	7.8%	4.2%	27.9%	-1.1%	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	0.7%	0.6%	-0.1%	-3.2%	17.2%	20.4%	9.9%	13.6%	38.5%	29.1%	25.0%	60.4%	-3.9%	Feb '26
Consumer Discretionary/Cyclical	117.81	-0.3%	-1.4%	-0.7%	2.3%	0.0%	10.8%	7.4%	-1.1%	53.8%	42.9%	16.1%	74.7%	-5.2%	Jan '26
Financial Services	51.45	0.04%	-0.8%	-0.9%	0.8%	-1.8%	2.5%	14.9%	-5.6%	64.6%	46.6%	40.1%	80.2%	-8.3%	Jan '26
Real Estate	94.47	0.4%	-2.8%	-1.7%	-0.5%	7.1%	9.8%	3.3%	7.9%	30.1%	11.1%	-3.0%	42.4%	-2.8%	May '26
Communication Services	114.24	-1.2%	-1.1%	-2.1%	-2.8%	-0.2%	13.5%	23.1%	-2.6%	86.9%	52.9%	52.8%	149.1%	-4.6%	Jan '26
Energy	57.96	1.1%	0.2%	-1.5%	2.3%	30.5%	44.9%	7.9%	30.5%	59.9%	152.2%	135.0%	62.8%	-7.4%	Mar '26
Industrials	173.18	0.4%	-0.6%	0.1%	-2.9%	14.1%	23.0%	19.3%	12.0%	79.4%	77.5%	76.2%	115.5%	-2.9%	Mar '26
Technology	197.51	0.9%	6.7%	22.0%	41.7%	36.9%	70.5%	24.6%	37.4%	141.6%	195.9%	132.5%	247.7%	NewNew Peak	Jun '26
Consumer Staples/Defensive	81.79	-0.3%	-2.2%	-2.8%	-7.3%	5.3%	1.4%	1.5%	5.9%	20.6%	31.7%	18.6%	32.7%	-8.6%	Feb '26
Healthcare	146.13	-1.2%	-1.6%	0.7%	-7.4%	-4.5%	12.1%	14.5%	-5.2%	17.9%	30.5%	12.3%	27.0%	-8.4%	Feb '26
Utilities	43.86	1.8%	-3.2%	-5.8%	-6.8%	1.3%	9.8%	16.0%	3.5%	47.6%	56.7%	40.7%	58.7%	-7.5%	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	159.80	0.4%	1.2%	5.4%	9.0%	14.2%	30.4%	22.4%	12.9%	79.2%	72.6%	61.3%	119.1%	NewNew Peak	Jun '26
MSCI Emerging Markets	70.54	0.6%	3.1%	10.0%	14.7%	31.8%	57.5%	34.0%	28.9%	92.2%	41.4%	58.1%	122.7%	NewNew Peak	Jun '26
FTSE Europe	88.78	0.3%	-0.8%	1.9%	1.0%	10.5%	18.2%	35.8%	6.7%	59.0%	50.2%	47.7%	116.4%	-1.4%	Feb '26
MSCI Japan	93.36	0.5%	0.5%	5.7%	3.5%	17.5%	30.2%	25.9%	15.6%	64.6%	53.3%	54.1%	109.9%	-0.7%	Feb '26
MSCI India	47.99	0%	-1.2%	-2.3%	-5.8%	-10.9%	-12.0%	2.7%	-11.2%	14.6%	14.7%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	57.25	3.3%	2.0%	-0.8%	-2.2%	-6.9%	9.9%	31.0%	-4.7%	36.2%	-23.4%	1.2%	54.8%	-13.5%	Oct '25
International Bond	48.18	0.1%	-0.1%	0.4%	-1.1%	0.4%	1.9%	2.9%	0.6%	12.7%	1.8%	2.0%	18.1%	-1.4%	Feb '26
iShares Latin America	34.85	0.4%	-1.4%	-3.7%	-3.9%	13.3%	44.1%	52.7%	14.4%	58.5%	55.9%	98.2%	77.8%	-8.5%	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	698.56	0.2%	1.2%	5.4%	11.0%	12.2%	29.7%	17.8%	11.7%	84.9%	94.1%	69.0%	123.9%	NewNew Peak	Jun '26
US Large Growth	128.55	-0.2%	2.3%	7.1%	14.0%	8.3%	29.5%	19.8%	8.7%	106.5%	126.8%	85.1%	167.2%	-0.2%	Jun '26
US Large Value	238.83	0.6%	0.2%	3.5%	6.5%	15.6%	28.7%	15.7%	14.0%	65.7%	62.6%	54.1%	87.0%	NewNew Peak	Jun '26

US MidCap Blend	79.75	0.7%	1.5%	3.3%	4.7%	12.1%	23.7%	17.0%	10.3%	81.4%	82.1%	62.6%	110.3%	NewNew Peak	Jun '26
US MidCap Growth	303.47	0.7%	3.1%	6.4%	9.3%	7.9%	13.1%	10.7%	8.9%	57.8%	40.7%	24.5%	83.8%	NewNew Peak	Jun '26
US MidCap Value	195.49	0.8%	0.2%	0.9%	1.1%	12.5%	23.7%	12.1%	10.8%	58.3%	50.1%	43.2%	73.1%	NewNew Peak	Jun '26

US Small Blend	294.59	0.5%	0.6%	3.4%	6.1%	15.8%	31.1%	8.9%	14.6%	61.0%	41.1%	38.1%	79.2%	NewNew Peak	Jun '26
US Small Growth	380.41	0.3%	0.2%	5.0%	12.4%	18.2%	40.7%	12.9%	17.8%	65.8%	32.2%	32.1%	87.5%	-0.6%	May '26
US Small Value	214.76	0.9%	0.0%	3.1%	8.2%	20.1%	45.0%	12.4%	18.8%	64.9%	37.5%	38.7%	74.8%	-0.3%	May '26

Foreign Large Blend	104.76	0.3%	-0.4%	2.6%	1.4%	12.2%	20.9%	31.6%	9.1%	58.9%	50.5%	49.7%	108.0%	-0.9%	Feb '26
Foreign Growth	123.58	0.4%	0.5%	4.0%	2.6%	10.6%	14.2%	20.7%	8.5%	37.2%	24.4%	19.9%	81.7%	NewNew Peak	Jun '26
Foreign Value	78.42	0.2%	-1.2%	1.4%	0.3%	13.9%	27.5%	42.2%	9.8%	82.9%	78.7%	83.9%	135.9%	-1.9%	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	22.91		0.00%	-0.3%	-0.3%	2.4%	0.0%	1.6%	3.6%	0.2%	22.8%	28.0%	25.5%	31.3%	-0.8%	May '26
Ultra Short- Janus AAA CLO	50.56		0.03%	-0.3%	0.1%	1.0%	2.1%	4.7%	5.2%	1.5%	21.1%	26.0%	25.2%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		-0.06%	0.1%	-0.4%	2.5%	0.7%	4.4%	6.9%	-0.3%	24.0%	27.8%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.0%	0.5%	1.7%	2.8%	7.3%	8.9%	2.2%	35.0%	58.3%	50.5%	43.7%	NewNew Peak	Jun '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	59.16		0.12%	0.8%	3.5%	9.2%	12.2%	28.6%	17.7%	11.1%	88.5%	110.6%	107.2%	128.9%	NewNew Peak	Jun '26
Int’l Min Volatility- Franklin	40.92		0.4%	-1.4%	0.2%	-0.4%	13.8%	29.5%	27.1%	11.6%	78.2%	111.2%	99.0%	113.6%	-1.7%	May '26
MidCap 30 - Hennessy (hi fee)	28.51	p	EOD	1.1%	2.1%	11.4%	18.8%	29.8%	3.0%	17.5%	94.6%	113.1%	119.3%	125.4%	-1.6%	May '26
Small Value- Avantis	121.24		1.0%	-0.1%	1.1%	7.0%	20.7%	40.0%	7.4%	19.2%	71.3%	67.6%	61.3%	85.1%	-0.1%	May '26
Mid Value- Pacer Cash Cows	65.09		-0.6%	1.5%	2.4%	0.8%	10.6%	24.0%	9.0%	8.5%	50.3%	66.5%	50.0%	62.2%	-0.6%	Jun '26
Growth- S&P Momentum	153.96		1.1%	2.8%	14.5%	28.5%	29.9%	45.9%	26.6%	29.4%	190.5%	195.9%	151.3%	208.9%	NewNew Peak	Jun '26
Invesco S&P Quality	85.73		0.8%	0.1%	6.1%	6.7%	15.8%	23.1%	13.2%	14.7%	82.1%	98.0%	70.6%	124.8%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	68.08		0.7%	1.3%	6.1%	11.7%	12.5%	31.7%	20.0%	12.3%	102.4%	108.8%	89.7%	157.1%	NewNew Peak	Jun '26
US Min Volatility- Fidelity	70.35		0.06%	0.3%	1.7%	3.6%	5.3%	16.5%	11.8%	5.8%	50.5%	64.2%	44.0%	75.6%	-0.1%	May '26
Derivative Income- JPMorgan	55.23		-0.2%	-1.8%	-2.8%	-5.6%	0.0%	6.8%	8.1%	-0.9%	27.8%	41.2%	28.4%	46.6%	-5.8%	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	17.43	p	EOD	0.7%	2.4%	8.1%	11.2%	13.6%	6.5%	10.2%	34.4%	42.3%	42.8%	42.3%	-0.1%	May '26
Multistrategy- AQR	14.75	p	EOD	0.0%	0.7%	1.2%	6.3%	14.0%	16.4%	5.3%	50.9%	73.8%	72.9%	54.5%	-0.2%	May '26
Long Short- AQR	21.04	p	EOD	0.6%	2.4%	0.5%	3.4%	15.1%	34.4%	-0.6%	106.4%	168.2%	156.7%	144.8%	-1.2%	Dec '25
Mkt Neutral- BlackRock	16.33	p	EOD	1.7%	4.5%	9.1%	15.0%	21.1%	18.3%	12.0%	80.0%	82.9%	89.3%	90.0%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.94	p	EOD	0.1%	0.5%	1.7%	2.9%	7.0%	7.2%	2.4%	21.6%	45.5%	36.9%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.60		0.7%	-0.2%	1.3%	5.0%	4.5%	14.8%	9.1%	5.2%	49.2%	63.1%	51.1%	67.0%	-0.2%	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)	368.00	-2.2%	-5.4%	-4.6%	20.1%	16.7%	118.5%	66.0%	17.7%	197.6%	213.0%	155.9%	280.3%	-8.6%	May '26
Meta (Communications)	606.40	1.0%	-1.0%	-0.4%	-7.1%	-6.1%	-9.3%	13.1%	-8.1%	124.2%	85.7%	80.5%	379.3%	-23.1%	Aug '25
Amazon (Cyclical)	258.70	-1.0%	-2.5%	-3.6%	24.1%	10.4%	25.2%	5.2%	12.1%	108.2%	60.0%	51.8%	129.1%	-5.9%	May '26
Tesla (Cyclical)	423.16	1.8%	-2.4%	8.3%	4.9%	-1.4%	23.5%	11.4%	-5.9%	97.8%	109.8%	5.8%	94.8%	-13.6%	Dec '25
Procter & Gamble (Defensive)	139.20	-0.8%	-2.6%	-5.5%	-14.2%	-3.2%	-14.6%	-12.3%	-1.4%	2.7%	18.5%	-4.2%	23.3%	-19.3%	Dec '24
PepsiCo (Defensive)	141.67	0.11%	-2.8%	-10.0%	-14.6%	-2.9%	12.6%	-1.8%	-0.4%	-15.4%	11.6%	-6.3%	-6.3%	-20.1%	May '23
Coca-Cola (Defensive)	78.32	-0.4%	-2.7%	-0.3%	-1.7%	11.6%	11.9%	15.6%	12.8%	40.0%	63.8%	49.8%	57.6%	-4.4%	May '26
Exxon Mobil (Energy)	149.88	0.3%	0.0%	-1.2%	-2.2%	31.7%	50.1%	16.0%	26.2%	56.7%	195.6%	175.6%	72.5%	-12.0%	Mar '26
Chevron (Energy)	187.65	1.0%	1.6%	-1.6%	-1.0%	26.1%	40.6%	10.1%	24.3%	35.0%	111.2%	86.7%	37.4%	-11.1%	Mar '26
JPMorgan Chase (Financial)	300.45	1.3%	-2.0%	-3.8%	1.5%	-1.5%	15.7%	37.3%	-5.9%	129.0%	105.3%	108.4%	215.2%	-9.7%	Jan '26
Visa (Financial)	316.23	-2.0%	-3.1%	-3.4%	-1.1%	-3.7%	-12.8%	11.8%	-9.5%	41.4%	42.9%	47.8%	82.6%	-14.6%	Jun '25
Mastercard (Financial)	480.38	-3.0%	-2.6%	-3.0%	-7.6%	-11.7%	-16.9%	9.0%	-15.6%	30.8%	34.8%	33.0%	73.1%	-19.4%	Aug '25
Bank of America (Financial)	52.40	1.7%	0.4%	-1.6%	5.8%	-0.4%	21.5%	28.0%	-4.2%	95.7%	37.8%	26.3%	92.0%	-8.0%	Jan '26
UnitedHealth (Health)	375.95	-1.0%	-0.2%	1.9%	28.5%	17.5%	26.9%	-33.1%	14.8%	-20.2%	0.9%	-19.3%	-19.7%	-37.7%	Nov '24
Johnson & Johnson (Health)	223.23	-0.13%	-3.0%	-1.7%	-10.2%	9.2%	46.4%	47.5%	8.4%	54.3%	53.7%	47.1%	52.1%	-10.2%	Mar '26
Eli Lilly (Health)	1066.43	-1.5%	0.2%	10.9%	4.9%	2.3%	43.7%	40.2%	-0.4%	146.3%	461.4%	308.8%	238.5%	-5.4%	May '26
Union Pacific (Industrials)	263.67	0.06%	-2.2%	-1.0%	-1.2%	14.8%	22.6%	3.9%	14.6%	41.2%	30.8%	17.4%	48.9%	-5.1%	May '26
Honeywell (Industrials)	232.93	-1.5%	0.5%	10.2%	-5.6%	21.9%	12.0%	-6.4%	20.6%	32.6%	18.8%	31.5%	54.9%	-5.6%	Mar '26
Nvidia (IT)	225.35	0.4%	4.9%	13.6%	23.5%	24.2%	64.1%	38.9%	20.8%	473.5%	1246.5%	649.6%	1862.1%	-4.4%	May '26
Broadcom (IT)	479.09	4.2%	13.5%	13.7%	50.6%	26.1%	94.2%	50.6%	38.7%	514.0%	1017.8%	681.3%	1075.9%	NewNew Peak	Jun '26
Adobe (IT)	262.43	-4.2%	9.1%	4.7%	0.6%	-18.7%	-34.9%	-21.3%	-25.0%	-39.9%	-47.1%	-53.5%	-8.3%	-58.7%	Feb '24
Oracle (IT)	243.97	-1.7%	26.4%	42.0%	64.0%	22.1%	47.9%	18.1%	25.9%	138.7%	225.2%	194.9%	299.4%	-25.1%	Sep '25
salesforce.com (IT)	197.55	-5.7%	10.3%	7.5%	2.6%	-15.5%	-23.9%	-20.2%	-25.2%	-5.9%	-14.6%	-21.5%	40.9%	-45.8%	Dec '24
Linde PLC (Materials)	491.61	-1.2%	-4.5%	-3.2%	-3.2%	21.1%	7.2%	3.2%	15.7%	41.3%	74.9%	53.8%	89.5%	-5.0%	May '26
Sherwin-Williams (Materials)	292.14	-0.9%	-6.1%	-8.1%	-18.0%	-13.2%	-17.3%	-3.8%	-9.6%	24.2%	7.9%	-10.4%	49.7%	-26.1%	Nov '24
American Tower (Real Estate)	185.22	-1.2%	0.1%	2.0%	-1.6%	7.4%	-10.3%	-0.9%	6.6%	7.5%	-18.0%	-25.8%	13.5%	-19.0%	Sep '24
Prologis Inc. (Real Estate)	139.16	0.10%	-5.3%	-1.6%	-1.7%	9.7%	32.4%	25.1%	9.9%	22.6%	31.7%	-4.1%	54.6%	-5.3%	May '26
NextEra Energy (Utilities)	85.53	2.2%	-2.4%	-11.8%	-7.7%	1.8%	24.5%	15.5%	7.3%	25.6%	33.2%	4.7%	29.8%	-12.6%	Apr '26
Duke Energy (Utilities)	120.71	0.7%	-3.4%	-5.3%	-7.5%	2.6%	6.6%	12.7%	4.8%	51.1%	45.4%	38.8%	62.5%	-8.8%	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	16.12	p	EOD	0.4%	1.3%	0.9%	3.3%	9.5%	9.4%	3.0%	23.9%	12.9%	11.6%	33.7%	NewNew Peak	Jun '26
Moderate-60% Stock	69.82		0.2%	0.6%	3.0%	4.7%	8.7%	20.1%	16.4%	7.9%	49.7%	40.9%	35.5%	72.1%	NewNew Peak	Jun '26
Mod Agg-80% Stock	56.06	p	EOD	0.8%	4.0%	6.2%	11.6%	25.2%	19.6%	10.5%	63.4%	54.1%	46.8%	92.8%	NewNew Peak	Jun '26
Aggressive-90% Stock	34.35	p	EOD	0.5%	4.3%	8.3%	15.1%	30.7%	20.9%	13.5%	68.0%	58.7%	49.2%	99.3%	NewNew Peak	Jun '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	67324.95	-5.6%	-11.2%	-13.9%	-2.1%	-26.3%	-36.4%	-6.3%	-23.1%	147.1%	79.2%	44.9%	251.4%	-46.0%	Oct '25
Ethereum	1918.90	-4.2%	-7.3%	-16.4%	-5.3%	-36.0%	-26.4%	-11.0%	-35.3%	0.6%	-29.1%	-49.0%	48.2%	-60.3%	Aug '25
BNB	662.79	-4.2%	1.1%	7.7%	4.0%	-24.4%	-0.6%	23.1%	-23.2%	115.6%	65.2%	29.4%	144.6%	-49.4%	Oct '25
Solana	76.50	-5.7%	-8.5%	-8.6%	-11.7%	-44.8%	-51.3%	-34.2%	-38.5%	259.9%	125.3%	-55.1%	145.5%	-70.8%	Jan '25
Bitcoin ETF	38.15	-5.8%	-11.3%	-14.2%	-2.7%	-26.2%	-35.7%	-6.4%	-23.2%	-	-	-	-	-46.5%	Oct '25
Grayscale Bitcoin (hi fee)	52.26	-5.8%	-11.3%	-14.3%	-3.0%	-26.7%	-36.5%	-7.6%	-23.6%	302.3%	86.0%	68.8%	416.0%	-46.9%	Oct '25
Bloomberg Commodities	24.73	0.4%	0.3%	-1.9%	11.2%	26.0%	38.6%	14.9%	26.6%	55.6%	68.5%	60.8%	39.4%	-4.6%	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	4.97	-0.4%	-1.1%	0.1%	5.8%	4.9%	-0.5%	1.1%	2.7%	28.1%	118.1%	146.6%	28.0%	-4.0%	May '26
10yr Treasury rate	4.46	-0.4%	-0.8%	1.8%	10.1%	9.1%	-0.1%	-9.0%	7.1%	20.8%	180.1%	173.8%	14.2%	-10.6%	Oct '23
5yr Treasury rate	4.17	-0.3%	-0.2%	3.8%	15.3%	14.1%	3.9%	-15.0%	12.1%	8.6%	424.4%	205.8%	1.5%	-15.9%	Oct '23
13-week T-bill	3.62	-0.06%	1.0%	1.2%	0.8%	-1.5%	-14.5%	-15.7%	2.0%	-30.6%	24020.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	93.16	1.1%	-0.8%	-8.6%	30.8%	58.9%	49.0%	-19.9%	62.2%	29.9%	35.3%	22.5%	6.7%	-17.5%	Apr '26
Gold	4521.10	1.0%	0.5%	-2.3%	-14.6%	8.0%	34.1%	64.5%	4.5%	131.6%	137.0%	151.3%	170.7%	-15.0%	Jan '26
USD/EUR	0.86	0.08%	0.1%	0.8%	1.1%	-0.2%	-1.5%	-11.4%	1.0%	-	5.0%	-2.2%	-16.5%	-11.9%	Jan '25
USD/JPY	159.92	0.2%	0.4%	1.8%	2.1%	2.8%	12.3%	-0.4%	2.2%	-	45.9%	38.9%	9.0%	-1.1%	Jul '24
S&P 500 Volatility Index	15.96	-0.6%	-6.2%	-6.1%	-25.6%	-3.8%	-13.1%	-13.8%	6.8%	9.3%	-8.7%	-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	50.65		0%	0.1%	0.2%	0.4%	1.6%	4.8%	6.1%	1.2%	19.5%	18.8%	18.6%	23.9%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.42		0.1%	0.4%	0.3%	-0.6%	1.3%	5.9%	4.3%	1.0%	11.9%	6.1%	5.4%	17.0%	-0.8%	Feb '26
Interm Bond- Janus MSB	45.04		0.10%	-0.2%	-0.3%	-1.5%	0.6%	7.0%	8.8%	0.3%	14.4%	3.5%	3.9%	20.8%	-1.8%	Feb '26
Interm Bond- Vanguard	76.50		0.07%	-0.1%	-0.4%	-1.7%	-0.4%	4.6%	8.5%	-0.4%	13.2%	1.2%	1.7%	19.5%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.98	p	EOD	0.3%	0.8%	2.6%	3.0%	8.6%	8.2%	2.5%	33.1%	35.8%	31.5%	38.2%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	48.15		-0.07%	0.1%	0.4%	-0.8%	0.8%	5.1%	8.2%	0.6%	18.2%	14.9%	14.4%	28.6%	-1.2%	Feb '26
Long Bond- Vanguard	75.15		0.04%	0.4%	0.9%	-1.0%	0.1%	7.8%	7.2%	0.9%	13.4%	-8.2%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	0.5%	0.1%	-0.6%	1.0%	5.7%	3.3%	0.7%	10.5%	1.8%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.34		0.2%	0.5%	0.4%	-0.8%	1.2%	6.5%	3.4%	0.8%	10.1%	3.3%	2.8%	14.7%	-1.1%	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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