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S&P 500

-0.6%

BelowPeak Jun '26

Return

96.9%

[

21.9%

annualized]

Dec 30 2022 - Jun 03 2026

DJIA (Large Value)

-0.8%

BelowPeak Jun '26

Return

53.5%

[

13.3%

annualized]

Dec 30 2022 - Jun 03 2026

Russell 2000 (Small Cap)

-1.5%

BelowPeak May '26

Return

64.2%

[

15.6%

annualized]

Dec 30 2022 - Jun 03 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 03 12:50 PM EDT, next update at 01:00 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	7561.82	-0.6%	0.6%	4.6%	10.9%	10.4%	26.7%	16.4%	10.5%	76.6%	80.4%	57.7%	111.4%	-0.6%	Jun '26
DJIA (Large Value)	50878.82	-0.8%	0.5%	2.8%	4.9%	6.3%	19.7%	13.0%	5.9%	50.7%	47.1%	39.1%	74.2%	-0.8%	Jun '26
Russell 2000 (Small Cap)	2892.33	-1.4%	-0.9%	2.8%	10.9%	15.1%	37.5%	11.3%	16.5%	58.0%	26.9%	27.3%	71.4%	-1.5%	May '26
NASDAQ Comp (Tech/Growth)	26828.09	-1.0%	0.6%	6.8%	19.1%	14.4%	38.3%	20.4%	15.4%	102.6%	97.1%	69.4%	157.5%	-1.0%	Jun '26
Aggregate Bond	98.46	-0.2%	-0.3%	-0.4%	-1.4%	-0.3%	4.8%	7.2%	-0.1%	11.9%	0.5%	0.4%	17.2%	-1.9%	Feb '26
Corp Bond	108.54	-0.4%	-0.4%	-0.1%	-1.3%	-0.5%	5.6%	7.9%	0.0%	15.1%	0.0%	-1.2%	25.2%	-1.7%	Feb '26
High Yield Bond	79.66	-0.3%	-0.6%	-0.5%	0.4%	1.2%	5.9%	8.6%	0.8%	27.0%	19.9%	17.4%	37.4%	-0.8%	May '26
Preferred	31.22	-0.7%	-0.6%	-0.6%	0.7%	2.9%	8.8%	4.9%	2.4%	20.9%	7.3%	3.7%	27.3%	-1.6%	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	51.74	0.4%	1.1%	0.7%	0.0%	17.4%	20.2%	9.9%	14.6%	39.6%	30.3%	26.0%	61.8%	-3.1%	Feb '26
Consumer Discretionary/Cyclical	116.40	-1.0%	-4.2%	-1.9%	2.0%	-2.2%	8.9%	7.4%	-2.3%	51.9%	42.9%	14.7%	72.6%	-6.3%	Jan '26
Financial Services	50.85	-1.2%	-1.1%	-2.1%	-0.2%	-4.2%	1.1%	14.9%	-6.7%	62.7%	44.6%	38.5%	78.2%	-9.4%	Jan '26
Real Estate	94.93	0.4%	-2.0%	-1.2%	0.6%	7.3%	10.6%	3.3%	8.4%	30.7%	12.0%	-2.5%	43.1%	-2.4%	May '26
Communication Services	112.12	-1.3%	-3.6%	-3.9%	-4.6%	-2.0%	11.7%	23.1%	-4.5%	83.4%	51.1%	49.9%	144.5%	-6.3%	Jan '26
Energy	59.30	2.3%	4.1%	0.8%	5.6%	31.1%	46.5%	7.9%	33.5%	63.6%	157.3%	140.4%	66.5%	-5.2%	Mar '26
Industrials	174.90	0.4%	0.3%	1.1%	0.0%	14.1%	23.3%	19.3%	13.1%	81.2%	79.7%	78.0%	117.6%	-2.0%	Mar '26
Technology	195.72	-1.3%	6.1%	20.9%	42.5%	35.4%	66.5%	24.6%	36.1%	139.4%	196.0%	130.4%	244.6%	-1.3%	Jun '26
Consumer Staples/Defensive	82.54	0.9%	-2.4%	-1.9%	-5.4%	6.1%	2.4%	1.5%	6.9%	21.7%	32.0%	19.7%	34.0%	-7.8%	Feb '26
Healthcare	147.89	1.0%	-0.6%	1.9%	-5.3%	-3.8%	13.1%	14.5%	-4.1%	19.3%	31.7%	13.6%	28.5%	-7.3%	Feb '26
Utilities	44.18	0.6%	-2.1%	-5.1%	-5.5%	2.3%	10.3%	16.0%	4.2%	48.7%	56.9%	41.7%	59.9%	-6.8%	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	158.63	-0.8%	0.6%	4.6%	10.4%	13.0%	29.2%	22.4%	12.1%	77.8%	72.3%	60.1%	117.5%	-0.8%	Jun '26
MSCI Emerging Markets	69.69	-1.6%	1.9%	8.7%	19.3%	30.1%	55.3%	34.0%	27.4%	89.9%	41.2%	56.3%	120.1%	-1.6%	Jun '26
FTSE Europe	87.97	-1.1%	-1.5%	0.9%	3.2%	8.7%	18.1%	35.8%	5.7%	57.6%	49.9%	46.3%	114.4%	-2.3%	Feb '26
MSCI Japan	93.90	0.3%	1.7%	6.3%	8.1%	18.0%	32.5%	25.9%	16.3%	65.6%	54.2%	55.0%	111.1%	-0.1%	Feb '26
MSCI India	47.37	-1.4%	-2.4%	-3.6%	-5.7%	-11.3%	-12.2%	2.7%	-12.4%	13.1%	13.3%	2.6%	17.9%	-19.4%	Sep '24
MSCI China	56.00	-2.1%	1.0%	-3.0%	-1.6%	-8.4%	6.5%	31.0%	-6.8%	33.2%	-23.6%	-1.1%	51.4%	-15.4%	Oct '25
International Bond	48.01	-0.4%	-0.4%	0.1%	-1.2%	0.0%	1.5%	2.9%	0.3%	12.3%	1.6%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	34.06	-2.6%	-3.5%	-5.9%	-1.3%	10.7%	40.1%	52.7%	11.8%	54.9%	53.8%	93.7%	73.8%	-10.6%	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	693.88	-0.6%	0.6%	4.7%	11.2%	11.0%	28.1%	17.8%	11.0%	83.7%	93.5%	67.9%	122.4%	-0.6%	Jun '26
US Large Growth	126.56	-1.4%	0.7%	5.4%	12.9%	6.8%	26.6%	19.8%	7.0%	103.3%	125.1%	82.2%	163.0%	-1.7%	Jun '26
US Large Value	239.72	0.2%	0.8%	3.8%	8.3%	15.0%	28.4%	15.7%	14.4%	66.3%	63.4%	54.7%	87.7%	NewNew Peak	Jun '26

US MidCap Blend	79.75	-0.2%	1.8%	3.3%	6.1%	11.3%	22.4%	17.0%	10.3%	81.4%	82.9%	62.6%	110.3%	-0.2%	Jun '26
US MidCap Growth	302.05	-0.8%	3.1%	5.9%	10.1%	6.5%	11.4%	10.7%	8.4%	57.1%	41.1%	23.9%	82.9%	-0.8%	Jun '26
US MidCap Value	196.18	0.2%	0.7%	1.2%	3.1%	12.1%	23.2%	12.1%	11.2%	58.9%	51.0%	43.7%	73.7%	NewNew Peak	Jun '26

US Small Blend	292.95	-0.8%	0.1%	2.9%	7.3%	14.0%	28.6%	8.9%	14.0%	60.1%	41.4%	37.3%	78.2%	-0.8%	Jun '26
US Small Growth	375.33	-1.8%	-1.2%	3.6%	13.3%	14.6%	36.5%	12.9%	16.2%	63.6%	31.6%	30.3%	85.0%	-1.9%	May '26
US Small Value	212.32	-1.2%	-1.2%	2.0%	8.6%	16.6%	41.2%	12.4%	17.5%	63.0%	37.1%	37.2%	72.8%	-1.4%	May '26

Foreign Large Blend	104.16	-0.8%	-0.6%	2.0%	4.1%	11.0%	21.1%	31.6%	8.5%	58.0%	50.4%	48.8%	106.9%	-1.4%	Feb '26
Foreign Growth	122.93	-0.8%	0.2%	3.4%	5.3%	9.1%	14.4%	20.7%	7.9%	36.5%	24.5%	19.3%	80.7%	-0.8%	Jun '26
Foreign Value	77.99	-0.7%	-1.4%	0.8%	3.0%	13.0%	27.9%	42.2%	9.2%	81.9%	78.4%	82.9%	134.6%	-2.4%	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		-0.07%	-0.5%	-0.4%	2.6%	-0.1%	1.6%	3.6%	0.1%	22.8%	28.1%	25.5%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.54		-0.01%	-0.3%	0.1%	1.0%	2.1%	4.7%	5.2%	1.5%	21.0%	25.9%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		-0.07%	0.0%	-0.4%	2.3%	0.6%	4.3%	6.9%	-0.4%	24.0%	27.8%	26.5%	32.8%	-0.8%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.1%	0.6%	1.8%	2.9%	7.4%	8.9%	2.3%	35.2%	58.3%	50.6%	43.8%	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	58.78		-0.5%	0.0%	2.8%	10.0%	11.3%	27.1%	17.7%	10.4%	87.2%	109.4%	105.9%	127.4%	-0.5%	Jun '26
Int’l Min Volatility- Franklin	41.01		-0.08%	-1.0%	0.4%	1.7%	13.9%	30.1%	27.1%	11.8%	78.5%	110.6%	99.4%	114.1%	-1.5%	May '26
MidCap 30 - Hennessy (hi fee)	28.46	p	EOD	-1.1%	2.0%	12.7%	17.8%	28.1%	3.0%	17.3%	94.3%	115.9%	118.9%	125.0%	-1.8%	May '26
Small Value- Avantis	120.28		-0.7%	-0.6%	0.3%	7.3%	17.5%	36.8%	7.4%	18.3%	70.0%	66.8%	60.0%	83.7%	-0.9%	May '26
Mid Value- Pacer Cash Cows	65.02		-0.1%	1.4%	2.3%	1.3%	9.2%	22.5%	9.0%	8.4%	50.2%	66.3%	49.8%	62.0%	-0.7%	Jun '26
Growth- S&P Momentum	155.02		0.5%	3.6%	15.3%	30.4%	30.5%	45.9%	26.6%	30.3%	192.5%	200.5%	153.1%	211.0%	NewNew Peak	Jun '26
Invesco S&P Quality	86.32		0.2%	0.9%	6.8%	9.3%	16.0%	23.2%	13.2%	15.4%	83.3%	99.2%	71.8%	126.4%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.74		-0.4%	1.0%	5.5%	12.2%	11.9%	30.3%	20.0%	11.7%	101.3%	108.4%	88.8%	155.8%	-0.4%	Jun '26
US Min Volatility- Fidelity	69.97		-0.6%	-0.2%	1.2%	3.5%	4.5%	15.5%	11.8%	5.3%	49.7%	63.9%	43.2%	74.7%	-0.6%	May '26
Derivative Income- JPMorgan	55.50		0.3%	-1.4%	-2.3%	-4.2%	-0.1%	7.1%	8.1%	-0.4%	28.4%	41.7%	29.0%	47.3%	-5.3%	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	17.36	p	EOD	0.3%	2.0%	7.8%	10.6%	12.9%	6.5%	9.8%	33.9%	41.6%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.90	p	EOD	1.6%	1.7%	3.1%	7.8%	15.0%	16.4%	6.4%	52.5%	75.2%	74.7%	56.1%	NewNew Peak	Jun '26
Long Short- AQR	21.28	p	EOD	2.6%	3.6%	2.5%	5.0%	16.2%	34.4%	0.6%	108.7%	169.9%	159.6%	147.6%	NewNew Peak	Dec '25
Mkt Neutral- BlackRock	16.40	p	EOD	2.6%	4.9%	9.8%	15.6%	21.8%	18.3%	12.5%	80.7%	83.7%	90.2%	90.8%	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%	45.4%	36.9%	28.4%	NewNew Peak	Jun '26
Long Short- First Trust	74.85		0.3%	0.5%	1.6%	5.9%	5.4%	14.5%	9.1%	5.5%	49.7%	63.9%	51.6%	67.6%	NewNew Peak	Jun '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)	361.13	-0.2%	-7.1%	-6.4%	19.0%	13.1%	118.1%	66.0%	15.5%	192.1%	210.2%	151.1%	273.2%	-10.3%	May '26
Meta (Communications)	616.59	3.2%	-2.9%	1.3%	-5.8%	-3.4%	-7.2%	13.1%	-6.5%	128.0%	90.6%	83.6%	387.4%	-21.8%	Aug '25
Amazon (Cyclical)	249.00	-2.9%	-8.4%	-7.2%	19.3%	7.2%	21.0%	5.2%	7.9%	100.4%	56.3%	46.1%	120.5%	-9.5%	May '26
Tesla (Cyclical)	421.87	-0.4%	-4.2%	7.9%	7.5%	-5.6%	22.5%	11.4%	-6.2%	97.2%	120.9%	5.5%	94.2%	-13.9%	Dec '25
Procter & Gamble (Defensive)	141.62	0.6%	-4.0%	-3.8%	-10.7%	-2.1%	-12.7%	-12.3%	0.3%	4.5%	18.4%	-2.5%	25.5%	-17.9%	Dec '24
PepsiCo (Defensive)	143.35	1.0%	-3.0%	-8.9%	-12.3%	-1.4%	13.1%	-1.8%	0.8%	-14.4%	12.5%	-5.2%	-5.1%	-19.1%	May '23
Coca-Cola (Defensive)	78.89	0.6%	-3.4%	0.4%	0.1%	12.2%	14.1%	15.6%	13.6%	41.0%	64.6%	50.9%	58.8%	-3.7%	May '26
Exxon Mobil (Energy)	154.79	3.5%	4.7%	2.0%	2.6%	33.2%	53.9%	16.0%	30.4%	61.8%	204.1%	184.6%	78.1%	-9.1%	Mar '26
Chevron (Energy)	191.29	2.0%	4.9%	0.3%	1.3%	27.4%	41.5%	10.1%	26.7%	37.6%	116.3%	90.3%	40.1%	-9.4%	Mar '26
JPMorgan Chase (Financial)	299.96	-0.3%	0.2%	-4.0%	0.4%	-3.0%	14.8%	37.3%	-6.0%	128.6%	104.8%	108.0%	214.7%	-9.9%	Jan '26
Visa (Financial)	312.26	-1.6%	-4.7%	-4.6%	-2.5%	-4.9%	-14.0%	11.8%	-10.6%	39.6%	42.1%	45.9%	80.3%	-15.7%	Jun '25
Mastercard (Financial)	469.17	-1.8%	-5.2%	-5.3%	-10.4%	-15.0%	-18.9%	9.0%	-17.6%	27.8%	33.5%	29.9%	69.0%	-21.3%	Aug '25
Bank of America (Financial)	52.15	-0.6%	2.1%	-2.0%	5.0%	-2.5%	19.4%	28.0%	-4.6%	94.8%	35.6%	25.7%	91.1%	-8.4%	Jan '26
UnitedHealth (Health)	385.53	2.0%	0.4%	4.5%	34.3%	15.1%	31.6%	-33.1%	17.7%	-18.1%	3.0%	-17.2%	-17.7%	-36.1%	Nov '24
Johnson & Johnson (Health)	224.01	0.5%	-3.1%	-1.4%	-9.2%	9.7%	47.8%	47.5%	8.8%	54.9%	54.4%	47.6%	52.6%	-9.9%	Mar '26
Eli Lilly (Health)	1088.39	2.3%	0.5%	13.2%	8.2%	5.7%	46.0%	40.2%	1.6%	151.4%	462.9%	317.2%	245.5%	-3.4%	May '26
Union Pacific (Industrials)	265.15	0.2%	-4.6%	-0.4%	-0.3%	14.0%	21.6%	3.9%	15.2%	42.0%	31.3%	18.1%	49.8%	-4.6%	May '26
Honeywell (Industrials)	233.43	-0.8%	0.8%	10.5%	-3.7%	21.9%	11.6%	-6.4%	20.9%	32.8%	19.9%	31.8%	55.3%	-5.4%	Mar '26
Nvidia (IT)	215.64	-3.2%	1.4%	8.7%	19.8%	20.1%	52.7%	38.9%	15.6%	448.8%	1173.9%	617.3%	1777.6%	-8.5%	May '26
Broadcom (IT)	485.14	0.7%	15.0%	15.2%	54.9%	28.0%	90.4%	50.6%	40.5%	521.7%	1053.7%	691.2%	1090.8%	NewNew Peak	Jun '26
Adobe (IT)	256.76	-2.0%	7.8%	2.4%	-5.3%	-21.4%	-37.8%	-21.3%	-26.6%	-41.2%	-47.9%	-54.5%	-10.3%	-59.6%	Feb '24
Oracle (IT)	228.47	-6.6%	19.6%	33.0%	53.9%	10.7%	36.4%	18.1%	17.9%	123.5%	201.5%	176.1%	274.1%	-29.9%	Sep '25
salesforce.com (IT)	192.09	-4.4%	8.2%	4.5%	-1.8%	-19.2%	-26.8%	-20.2%	-27.3%	-8.5%	-15.6%	-23.7%	37.0%	-47.3%	Dec '24
Linde PLC (Materials)	508.89	2.6%	0.2%	0.2%	1.8%	24.8%	9.3%	3.2%	19.7%	46.2%	82.0%	59.2%	96.2%	-1.7%	May '26
Sherwin-Williams (Materials)	297.39	1.5%	-4.1%	-6.5%	-14.7%	-12.1%	-16.3%	-3.8%	-8.0%	26.5%	9.8%	-8.8%	52.4%	-24.8%	Nov '24
American Tower (Real Estate)	186.60	0.6%	0.9%	2.8%	-0.9%	8.0%	-9.3%	-0.9%	7.3%	8.3%	-17.5%	-25.3%	14.3%	-18.4%	Sep '24
Prologis Inc. (Real Estate)	141.96	1.1%	-3.1%	0.4%	1.5%	11.6%	34.7%	25.1%	12.1%	25.0%	34.2%	-2.1%	57.7%	-3.4%	May '26
NextEra Energy (Utilities)	85.26	-0.5%	-2.7%	-12.1%	-7.9%	1.1%	22.8%	15.5%	6.9%	25.2%	33.4%	4.4%	29.4%	-12.9%	Apr '26
Duke Energy (Utilities)	122.65	1.3%	-2.2%	-3.8%	-5.9%	5.2%	8.7%	12.7%	6.4%	53.5%	46.3%	41.1%	65.1%	-7.3%	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	16.14	p	EOD	0.5%	1.4%	1.7%	3.2%	9.5%	9.4%	3.1%	24.1%	13.3%	11.7%	33.8%	NewNew Peak	Jun '26
Moderate-60% Stock	69.46		-0.6%	0.2%	2.5%	5.5%	7.8%	19.2%	16.4%	7.4%	48.9%	40.7%	34.9%	71.2%	-0.6%	Jun '26
Mod Agg-80% Stock	56.24	p	EOD	1.2%	4.3%	8.4%	11.6%	25.4%	19.6%	10.9%	63.9%	55.3%	47.2%	93.4%	NewNew Peak	Jun '26
Aggressive-90% Stock	34.55	p	EOD	1.2%	5.0%	11.3%	15.4%	31.1%	20.9%	14.1%	68.9%	60.6%	50.1%	100.4%	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	65818.51	-1.3%	-11.5%	-15.8%	-3.6%	-29.6%	-37.6%	-6.3%	-24.8%	141.5%	67.9%	41.7%	243.6%	-47.2%	Oct '25
Ethereum	1826.16	-1.7%	-9.7%	-20.4%	-7.9%	-42.8%	-29.6%	-11.0%	-38.5%	-4.3%	-36.0%	-51.4%	41.0%	-62.2%	Aug '25
BNB	624.93	-3.9%	-3.6%	1.6%	-1.4%	-32.2%	-5.6%	23.1%	-27.6%	103.3%	46.1%	22.0%	130.6%	-52.3%	Oct '25
Solana	72.64	-2.0%	-11.8%	-13.2%	-16.5%	-49.9%	-53.2%	-34.2%	-41.6%	241.7%	84.0%	-57.3%	133.1%	-72.3%	Jan '25
Bitcoin ETF	37.29	-2.0%	-12.2%	-16.1%	-3.6%	-29.3%	-38.3%	-6.4%	-24.9%	-	-	-	-	-47.7%	Oct '25
Grayscale Bitcoin (hi fee)	51.09	-2.1%	-12.1%	-16.2%	-3.9%	-29.8%	-39.0%	-7.6%	-25.3%	293.3%	75.4%	65.0%	404.5%	-48.1%	Oct '25
Bloomberg Commodities	24.77	0.02%	1.8%	-1.8%	11.3%	25.6%	38.7%	14.9%	26.9%	55.9%	71.6%	61.1%	39.7%	-4.4%	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	5.00	0.7%	-0.2%	0.7%	6.3%	5.8%	0.3%	1.1%	3.3%	28.8%	117.9%	148.0%	28.7%	-3.5%	May '26
10yr Treasury rate	4.50	1.0%	0.4%	2.8%	10.9%	10.9%	0.9%	-9.0%	8.1%	21.9%	176.9%	176.4%	15.3%	-9.8%	Oct '23
5yr Treasury rate	4.22	1.1%	1.1%	5.0%	16.2%	16.5%	4.8%	-15.0%	13.4%	9.9%	399.5%	209.2%	2.7%	-14.9%	Oct '23
13-week T-bill	3.62	0.1%	1.1%	1.3%	0.8%	-0.3%	-14.5%	-15.7%	2.1%	-30.5%	24053.3%	6735.8%	2.5%	-32.3%	Oct '23
Crude Oil	95.90	2.3%	8.1%	-5.9%	28.6%	62.7%	51.2%	-19.9%	67.0%	33.7%	39.4%	26.1%	9.9%	-15.1%	Apr '26
Gold	4465.30	-0.5%	0.4%	-3.6%	-12.6%	6.3%	33.3%	64.5%	3.2%	128.7%	138.6%	148.2%	167.3%	-16.0%	Jan '26
USD/EUR	0.86	0.2%	0.2%	1.1%	0.8%	0.2%	-1.9%	-11.4%	1.3%	-	4.6%	-1.9%	-16.3%	-11.7%	Jan '25
USD/JPY	160.01	0.02%	0.3%	1.9%	1.7%	2.7%	11.2%	-0.4%	2.3%	-	45.1%	39.0%	9.0%	-1.0%	Jul '24
S&P 500 Volatility Index	16.33	3.6%	0.2%	-3.9%	-30.7%	1.6%	-7.7%	-13.8%	9.2%	11.8%	-9.5%	-1.6%	-51.4%	-68.8%	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	50.63		-0.08%	0.1%	0.2%	0.3%	1.5%	4.7%	6.1%	1.2%	19.5%	18.8%	18.6%	23.9%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.33		-0.2%	0.0%	0.1%	-0.3%	1.1%	5.7%	4.3%	0.8%	11.7%	6.0%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	44.93		-0.3%	-0.4%	-0.6%	-1.5%	0.3%	6.7%	8.8%	0.1%	14.1%	3.3%	3.6%	20.5%	-2.1%	Feb '26
Interm Bond- Vanguard	76.29		-0.3%	-0.4%	-0.7%	-1.9%	-0.9%	4.3%	8.5%	-0.7%	12.9%	1.3%	1.4%	19.1%	-2.5%	Feb '26
Multisector Bond- Intrepid	8.97	p	EOD	0.1%	0.7%	2.7%	2.9%	8.4%	8.2%	2.4%	32.9%	35.7%	31.4%	38.1%	NewNew Peak	Jun '26
Int’l Bond- JPMorgan	48.04		-0.3%	-0.2%	0.2%	-0.5%	0.3%	4.7%	8.2%	0.4%	17.9%	14.5%	14.2%	28.3%	-1.5%	Feb '26
Long Bond- Vanguard	74.75		-0.5%	-0.4%	0.3%	-1.4%	-0.7%	7.0%	7.2%	0.3%	12.9%	-8.2%	-11.3%	25.2%	-2.6%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.5%	0.3%	0.0%	1.2%	6.1%	3.3%	0.9%	10.7%	2.0%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.22		-0.2%	0.1%	0.1%	-0.5%	0.9%	6.3%	3.4%	0.6%	9.8%	3.0%	2.6%	14.5%	-1.3%	Feb '26

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S&P 500

BelowPeak Jun '26

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BelowPeak Jun '26

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.

Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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