VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

80.1%

[

12.8%

annualized]

Dec 31 2020 - Nov 25 2025

-1.8%

Below
Peak
Oct '25

DJIA (Large Value)

Return

53.9%

[

9.2%

annualized]

Dec 31 2020 - Nov 25 2025

-2.4%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

24.9%

[

4.6%

annualized]

Dec 31 2020 - Nov 25 2025

-2.2%

Below
Peak
Oct '25

Performance Range:

As of Nov 25 11:20 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	6765.88	0.9%	1.9%	-0.4%	4.6%	16.6%	12.4%	23.3%	15.0%	68.0%	86.4%	41.1%	89.1%	-1.8%	Oct '25
DJIA (Large Value)	47112.45	1.4%	2.1%	-0.2%	3.7%	13.2%	5.0%	12.9%	10.7%	37.2%	57.7%	28.8%	61.3%	-2.4%	Nov '25
Russell 2000 (Small Cap)	2465.98	2.1%	5.0%	-1.9%	4.6%	20.9%	1.7%	10.0%	10.6%	31.9%	33.7%	8.5%	46.1%	-2.2%	Oct '25
NASDAQ Comp (Tech/Growth)	23025.59	0.7%	2.0%	-0.8%	6.9%	22.9%	20.1%	28.6%	19.2%	105.1%	90.4%	45.4%	121.0%	-3.9%	Oct '25
Aggregate Bond	100.80	0.2%	0.7%	0.0%	2.4%	5.7%	6.4%	1.3%	7.5%	14.3%	-1.3%	0.7%	17.7%	-1.7%	Dec '20
Corp Bond	111.67	0.3%	1.2%	-0.6%	2.6%	7.4%	6.7%	0.9%	8.5%	17.9%	-2.7%	-0.7%	25.9%	-3.6%	Sep '21
High Yield Bond	80.87	0.3%	0.9%	0.2%	1.5%	5.4%	7.6%	8.0%	7.9%	28.8%	22.4%	15.7%	35.5%	New Peak	Nov '25
Preferred	30.77	0.6%	0.9%	-2.2%	-1.1%	5.7%	0.7%	7.2%	3.4%	17.3%	8.9%	-0.2%	22.5%	-3.2%	Sep '25

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	87.81	1.5%	2.4%	-1.3%	-4.0%	3.5%	-5.1%	0.1%	5.9%	13.2%	35.9%	6.0%	36.0%	-8.3%	Oct '24
Consumer Discretionary/Cyclical	233.40	2.1%	4.0%	-1.8%	0.0%	11.2%	6.5%	26.5%	4.7%	68.0%	53.9%	14.6%	72.4%	-3.6%	Nov '25
Financial Services	52.54	1.3%	1.9%	-1.1%	-1.8%	5.7%	4.2%	30.6%	9.8%	53.1%	100.9%	41.9%	82.5%	-2.9%	Sep '25
Real Estate	90.64	0.9%	2.4%	-1.9%	0.1%	6.1%	-3.8%	4.8%	4.8%	18.1%	28.9%	-8.7%	34.0%	-9.4%	Dec '21
Communication Services	114.30	1.1%	2.8%	-1.1%	3.3%	14.8%	18.3%	34.7%	19.1%	135.0%	83.8%	51.9%	147.7%	-3.9%	Sep '25
Energy	88.61	-0.6%	-1.4%	0.6%	1.3%	9.9%	-3.8%	5.6%	6.0%	6.9%	173.2%	77.2%	22.6%	-5.9%	Nov '24
Industrials	151.92	1.3%	1.0%	-1.9%	-0.4%	8.7%	7.3%	17.3%	16.5%	57.2%	84.5%	53.7%	87.9%	-2.5%	Oct '25
Technology	280.46	0.3%	-0.2%	-4.5%	6.8%	24.0%	20.2%	21.6%	21.2%	114.8%	139.2%	64.6%	146.2%	-7.8%	Oct '25
Consumer Staples/Defensive	78.06	1.4%	2.0%	-1.3%	-2.4%	-3.0%	-3.0%	12.2%	1.2%	10.9%	33.1%	11.7%	25.0%	-5.6%	Aug '25
Healthcare	158.77	2.3%	4.2%	8.7%	16.4%	23.0%	10.6%	2.5%	16.9%	21.7%	58.6%	21.0%	36.9%	New Peak	Nov '25
Utilities	88.81	-0.4%	0.4%	-2.8%	4.9%	11.1%	10.3%	23.3%	19.8%	37.4%	60.7%	40.5%	58.4%	-4.4%	Oct '25

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	139.62	0.9%	1.5%	-0.9%	4.5%	15.0%	17.3%	17.4%	19.7%	66.6%	73.3%	39.6%	89.7%	-2.1%	Oct '25
MSCI Emerging Markets	53.85	0.4%	0.0%	-2.3%	7.2%	17.6%	28.2%	6.5%	30.0%	53.7%	21.6%	19.0%	67.6%	-3.9%	Oct '25
FTSE Europe	80.24	1.7%	1.6%	-1.3%	2.0%	7.2%	27.9%	1.9%	29.1%	56.3%	62.1%	31.6%	92.8%	-2.5%	Nov '25
MSCI Japan	81.92	0.2%	1.5%	-0.7%	3.8%	13.1%	23.2%	7.0%	23.1%	54.5%	37.0%	30.2%	77.4%	-2.9%	Nov '25
MSCI India	54.28	0.11%	-1.0%	-0.4%	3.3%	-0.5%	-0.1%	8.6%	3.1%	26.6%	58.4%	17.6%	35.1%	-7.6%	Sep '24
MSCI China	62.20	0.4%	0.5%	-3.6%	0.9%	14.7%	38.9%	17.7%	34.0%	58.5%	-15.0%	8.1%	66.1%	-29.5%	Feb '21
International Bond	49.65	0.3%	0.4%	0.0%	1.5%	2.4%	3.3%	3.6%	3.4%	13.5%	-0.2%	1.9%	18.0%	-0.8%	Dec '20
iShares Latin America	30.34	1.2%	0.6%	6.0%	14.1%	20.7%	34.7%	-23.1%	48.5%	51.3%	58.5%	68.1%	51.0%	-2.5%	Nov '25

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	620.66	0.9%	1.9%	-0.3%	5.0%	17.3%	13.8%	25.0%	16.3%	75.2%	100.4%	49.3%	97.8%	-1.8%	Oct '25
US Large Growth	471.02	0.7%	1.5%	-1.3%	5.4%	20.8%	18.8%	33.1%	17.6%	109.8%	112.2%	56.7%	130.2%	-4.2%	Oct '25
US Large Value	207.26	1.4%	2.6%	0.5%	3.7%	12.3%	6.0%	14.2%	13.4%	39.5%	70.4%	32.6%	60.9%	-0.4%	Nov '25

US MidCap Blend	288.00	1.7%	2.0%	-2.3%	0.0%	8.9%	3.0%	15.3%	10.3%	41.5%	55.5%	20.6%	60.9%	-2.8%	Oct '25
US MidCap Growth	279.18	1.6%	1.2%	-5.5%	-2.8%	5.9%	3.9%	16.4%	10.6%	51.3%	44.3%	14.1%	68.5%	-6.4%	Oct '25
US MidCap Value	174.98	1.3%	2.6%	0.0%	1.9%	10.8%	1.8%	14.0%	10.0%	32.6%	65.9%	26.8%	53.3%	-0.6%	Nov '25

US Small Blend	255.40	2.3%	4.0%	-1.3%	1.9%	13.9%	-0.3%	14.2%	7.4%	37.6%	49.4%	18.8%	54.2%	-1.8%	Oct '25
US Small Growth	322.47	2.0%	4.7%	-2.8%	5.3%	21.2%	3.9%	15.0%	12.5%	45.2%	27.3%	11.7%	58.5%	-3.7%	Oct '25
US Small Value	180.15	2.4%	5.2%	-0.7%	4.6%	22.1%	2.0%	7.6%	11.1%	29.1%	56.0%	15.4%	45.3%	-0.7%	Oct '25

Foreign Large Blend	93.84	1.2%	1.4%	-1.3%	2.1%	8.4%	24.8%	3.5%	26.3%	53.0%	52.6%	31.6%	83.0%	-2.8%	Nov '25
Foreign Growth	112.15	1.0%	0.9%	-4.0%	0.6%	4.4%	15.0%	1.5%	17.0%	36.0%	25.3%	7.1%	62.3%	-4.6%	Oct '25
Foreign Value	69.48	1.4%	1.9%	1.4%	3.3%	12.1%	34.5%	5.4%	35.3%	70.6%	81.7%	59.2%	104.3%	-2.1%	Nov '25

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	23.73	0.13%	0.0%	0.7%	-0.2%	1.8%	4.1%	8.3%	3.5%	28.7%	32.7%	25.2%	31.0%	-0.7%	Sep '25
Ultra Short- Janus AAA CLO	50.68	0%	0.0%	0.5%	1.1%	2.7%	5.1%	7.4%	4.5%	22.4%	24.0%	21.8%	24.0%	New Peak	Nov '25
Bank Loan- Invesco	20.88	0.2%	-0.2%	0.1%	1.1%	3.4%	5.7%	8.2%	5.1%	28.0%	29.5%	24.9%	31.2%	-0.4%	Nov '25
Interval CEF- Cliffwater	10.63	0.09%	0.2%	0.8%	2.0%	4.3%	9.0%	12.6%	8.0%	34.8%	55.7%	39.8%	36.2%	New Peak	Nov '25

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	52.53	1.0%	2.0%	-0.7%	3.3%	16.3%	11.8%	27.9%	15.3%	77.3%	135.4%	82.8%	101.9%	-2.4%	Oct '25
Int’l Min Volatility- Franklin	36.76	1.1%	1.4%	3.6%	6.9%	14.8%	24.8%	15.9%	24.1%	66.4%	108.0%	74.2%	87.0%	-0.1%	Nov '25
MidCap 30 - Hennessy (hi fee)	24.13	2.3%	3.2%	-1.4%	0.0%	9.1%	12.4%	62.3%	1.4%	182.7%	314.2%	212.0%	220.7%	-6.4%	Dec '24
Small Value- Avantis	100.19	2.7%	5.0%	0.3%	1.5%	16.1%	-3.2%	9.3%	5.2%	32.3%	98.2%	32.4%	52.0%	-4.2%	Nov '24
Mid Value- Pacer Cash Cows	59.06	1.5%	2.3%	1.9%	3.1%	11.8%	-1.4%	10.6%	5.9%	27.7%	98.6%	34.3%	45.2%	-2.1%	Nov '24
Growth- S&P Momentum	117.92	0.8%	1.0%	-3.1%	0.7%	15.1%	22.9%	45.8%	24.8%	108.2%	145.3%	91.6%	135.4%	-5.0%	Oct '25
Invesco S&P Quality	74.01	1.3%	1.9%	-0.7%	2.6%	7.9%	8.6%	25.4%	11.4%	67.5%	95.4%	46.3%	92.8%	-1.3%	Oct '25
Rotation Factor- BlackRock	60.04	0.8%	1.5%	0.2%	5.2%	18.4%	15.4%	30.3%	18.2%	100.5%	116.4%	66.5%	125.6%	-2.0%	Oct '25
US Min Volatility- Fidelity	67.22	1.3%	2.7%	1.9%	4.6%	12.5%	8.4%	16.1%	12.2%	47.1%	72.7%	36.5%	66.5%	New Peak	Nov '25
Derivative Income- JPMorgan	57.44	1.1%	2.0%	0.6%	2.5%	7.9%	2.8%	12.6%	7.0%	30.3%	59.2%	28.2%	46.3%	New Peak	Nov '25

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	15.62	0%	-0.4%	-0.7%	-2.7%	2.2%	5.7%	12.1%	5.2%	30.1%	33.7%	32.6%	32.1%	-2.9%	Aug '25
Multistrategy- AQR	14.16	0.6%	0.3%	1.0%	4.7%	7.8%	16.5%	13.3%	15.0%	42.5%	89.4%	62.9%	45.6%	-1.1%	Nov '25
Long Short- AQR	20.54	0.8%	0.8%	3.0%	7.2%	12.3%	30.1%	30.5%	28.2%	121.2%	245.1%	156.5%	144.6%	New Peak	Nov '25
Mkt Neutral- BlackRock	14.62	0.3%	-0.2%	1.0%	3.0%	5.2%	15.3%	21.4%	14.2%	62.8%	68.8%	63.2%	63.8%	-1.2%	Sep '25
Multi Strategy- Variant	26.73	0.04%	0.1%	0.6%	2.1%	3.9%	7.2%	5.1%	6.4%	23.3%	46.4%	28.9%	24.5%	New Peak	Nov '25
Long Short- First Trust	71.18	0.7%	1.1%	1.5%	5.3%	10.2%	8.9%	18.8%	9.1%	48.5%	75.4%	43.6%	58.8%	-1.1%	Nov '25

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)	323.44	1.5%	10.5%	24.4%	56.3%	92.4%	92.1%	36.0%	71.4%	234.2%	269.2%	124.6%	233.8%	New Peak	Nov '25
Meta (Communications)	636.22	3.8%	7.8%	-13.8%	-15.6%	1.6%	11.3%	66.0%	8.9%	474.6%	132.3%	89.1%	402.1%	-19.4%	Aug '25
Amazon (Cyclical)	229.67	1.5%	3.1%	2.4%	0.4%	14.3%	10.5%	44.4%	4.7%	145.9%	44.2%	34.8%	103.4%	-9.6%	Nov '25
Tesla (Cyclical)	419.40	0.4%	3.8%	-3.3%	19.3%	23.6%	24.0%	62.5%	3.9%	129.4%	119.2%	4.9%	93.1%	-12.6%	Dec '24
Procter & Gamble (Defensive)	148.49	1.0%	1.0%	-2.6%	-4.1%	-9.2%	-15.0%	17.3%	-9.1%	9.2%	21.3%	0.8%	29.6%	-15.2%	Dec '24
PepsiCo (Defensive)	146.11	0.4%	-0.7%	-3.6%	0.4%	15.3%	-6.4%	-7.6%	-1.0%	-12.7%	17.9%	-5.2%	-5.1%	-19.1%	May '23
Coca-Cola (Defensive)	72.61	0.03%	2.1%	4.2%	6.5%	2.7%	15.9%	8.9%	19.2%	26.8%	59.6%	37.0%	44.1%	-0.5%	Nov '25
Exxon Mobil (Energy)	114.51	-1.3%	-2.4%	0.1%	3.6%	13.2%	0.6%	11.3%	10.4%	12.1%	243.3%	107.7%	30.0%	-4.5%	Oct '24
Chevron (Energy)	148.53	-0.8%	-2.1%	-3.5%	-4.6%	11.2%	-4.4%	1.3%	7.3%	-8.3%	99.4%	46.4%	7.7%	-10.3%	Jan '23
JPMorgan Chase (Financial)	303.00	1.7%	-0.1%	0.9%	2.0%	17.3%	23.8%	44.3%	29.1%	138.6%	182.7%	108.1%	214.9%	-5.4%	Nov '25
Visa (Financial)	334.53	1.6%	3.2%	-3.5%	-4.6%	-5.0%	8.0%	22.3%	6.6%	60.1%	64.5%	55.7%	92.4%	-10.1%	Jun '25
Mastercard (Financial)	546.47	1.6%	3.0%	-4.7%	-7.5%	-2.8%	4.0%	24.2%	4.4%	58.3%	64.7%	50.8%	96.3%	-8.6%	Aug '25
Bank of America (Financial)	52.48	1.1%	0.9%	-0.2%	5.0%	22.9%	12.5%	33.9%	21.5%	50.7%	104.2%	25.2%	90.3%	-3.0%	Nov '25
UnitedHealth (Health)	326.28	2.3%	5.6%	-10.0%	9.3%	11.9%	-45.1%	-2.4%	-34.4%	-36.1%	5.9%	-31.0%	-31.3%	-46.7%	Nov '24
Johnson & Johnson (Health)	206.67	0.9%	2.1%	8.5%	17.1%	37.3%	37.0%	-4.8%	46.4%	26.9%	64.7%	34.6%	39.2%	New Peak	Nov '25
Eli Lilly (Health)	1109.94	3.7%	5.7%	34.7%	51.0%	56.1%	41.7%	33.3%	44.8%	211.2%	708.0%	324.0%	251.2%	New Peak	Nov '25
Union Pacific (Industrials)	229.13	2.1%	3.6%	5.8%	3.5%	4.4%	-4.5%	-5.1%	2.3%	15.3%	23.5%	0.9%	28.0%	-10.1%	Mar '22
Honeywell (Industrials)	191.02	1.3%	0.2%	-5.7%	-8.4%	-7.7%	-10.1%	10.0%	-8.3%	-1.8%	8.1%	6.7%	25.7%	-14.7%	Jul '25
Nvidia (IT)	177.82	-2.6%	-4.7%	-4.5%	-2.2%	35.5%	29.9%	171.2%	32.4%	994.2%	1247.7%	491.5%	1448.1%	-14.1%	Oct '25
Broadcom (IT)	385.03	1.9%	8.6%	8.7%	29.4%	69.0%	136.0%	110.5%	67.3%	664.8%	1002.3%	525.4%	841.3%	-0.2%	Oct '25
Adobe (IT)	319.55	0.3%	0.5%	-9.6%	-10.0%	-21.6%	-39.2%	-25.5%	-28.1%	-4.4%	-32.0%	-43.4%	11.7%	-53.6%	Nov '21
Oracle (IT)	197.03	-1.6%	-12.6%	-30.5%	-15.7%	26.8%	4.5%	60.0%	19.4%	147.2%	267.9%	136.7%	220.6%	-39.9%	Sep '25
salesforce.com (IT)	234.12	3.2%	2.7%	-8.1%	-3.8%	-14.0%	-31.4%	27.8%	-29.6%	54.3%	-4.1%	-7.4%	66.3%	-36.0%	Dec '24
Linde PLC (Materials)	407.85	0.04%	-1.3%	-8.6%	-15.1%	-10.6%	-9.5%	3.2%	-1.6%	23.1%	72.5%	26.7%	56.2%	-15.7%	Sep '25
Sherwin-Williams (Materials)	342.65	1.4%	3.9%	2.8%	-6.3%	-2.4%	-12.7%	9.9%	1.7%	41.1%	47.0%	4.8%	75.1%	-13.5%	Nov '24
American Tower (Real Estate)	179.76	0.11%	-0.4%	-6.1%	-12.6%	-13.7%	-10.6%	-12.2%	0.5%	-9.8%	-11.0%	-29.4%	8.0%	-32.8%	Sep '21
Prologis Inc. (Real Estate)	127.39	0.7%	4.1%	0.8%	15.4%	24.7%	13.7%	-18.1%	23.8%	20.2%	47.7%	-13.6%	39.3%	-18.0%	Apr '22
NextEra Energy (Utilities)	84.83	0.7%	1.3%	0.5%	14.2%	27.2%	12.1%	21.5%	21.2%	7.7%	26.0%	2.4%	27.0%	-1.4%	Oct '25
Duke Energy (Utilities)	121.93	-0.1%	-0.2%	-3.4%	-0.2%	6.5%	7.9%	15.6%	17.3%	37.8%	54.3%	37.9%	61.4%	-4.7%	Oct '25

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	16.02	0.4%	0.9%	-0.2%	2.6%	6.8%	10.1%	6.8%	9.1%	25.7%	16.0%	10.2%	32.0%	-0.6%	Oct '25
Moderate-60% Stock	64.84	0.7%	1.3%	-0.4%	3.6%	11.5%	13.2%	10.7%	15.0%	43.5%	41.6%	24.0%	57.4%	-1.2%	Oct '25
Mod Agg-80% Stock	51.40	0.8%	1.5%	-0.7%	3.9%	13.1%	19.5%	17.5%	17.4%	60.6%	67.8%	36.3%	79.1%	-1.6%	Oct '25
Aggressive-90% Stock	31.22	0.9%	1.6%	-0.8%	4.2%	14.2%	17.3%	14.8%	18.1%	62.9%	72.3%	35.5%	81.0%	-1.9%	Oct '25

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	86941.27	-1.5%	-4.9%	-21.7%	-22.2%	-19.0%	-5.5%	121.9%	-6.9%	426.2%	364.1%	87.1%	353.8%	-30.3%	Oct '25
Ethereum	2924.15	-1.0%	-3.3%	-25.7%	-36.4%	15.7%	-12.1%	44.8%	-12.3%	143.9%	412.4%	-22.3%	125.8%	-39.5%	Aug '25
BNB	858.52	-0.7%	-4.1%	-22.6%	-0.6%	30.8%	39.9%	123.3%	22.5%	185.6%	2639.1%	67.6%	216.8%	-34.5%	Oct '25
Solana	137.96	-0.3%	0.9%	-28.7%	-29.6%	-20.6%	-40.3%	78.0%	-27.1%	881.0%	5977.5%	-19.0%	342.7%	-47.3%	Jan '25
Bitcoin ETF	49.56	-2.0%	-2.3%	-21.1%	-21.5%	-19.8%	-4.1%	-	-6.6%	-	-	-	-	-30.5%	Oct '25
Grayscale Bitcoin (hi fee)	68.36	-2.0%	-2.3%	-21.1%	-21.7%	-20.3%	-5.3%	136.7%	-7.6%	738.0%	262.7%	120.8%	575.1%	-30.5%	Oct '25
Bloomberg Commodities	22.14	-0.6%	-1.3%	0.2%	6.8%	6.3%	13.2%	5.5%	12.1%	6.2%	63.8%	23.7%	7.3%	-9.9%	Jun '22

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	4.66	-0.4%	-2.0%	1.6%	-5.1%	-7.4%	4.0%	19.1%	-2.7%	24.2%	187.5%	131.1%	19.9%	-8.7%	Oct '23
10yr Treasury rate	4.00	-0.9%	-3.2%	0.1%	-6.0%	-11.2%	-7.0%	18.3%	-12.5%	8.4%	355.8%	145.8%	2.6%	-19.8%	Oct '23
5yr Treasury rate	3.57	-1.1%	-3.9%	-1.0%	-4.7%	-12.6%	-14.9%	14.1%	-18.6%	-7.9%	816.5%	161.2%	-13.3%	-28.1%	Oct '23
13-week T-bill	3.73	0.05%	-1.1%	-0.8%	-8.7%	-11.8%	-15.1%	-18.8%	-11.3%	-10.6%	4565.0%	6941.5%	5.6%	-30.2%	Oct '23
Crude Oil	58.18	0.2%	-2.1%	-5.4%	-8.0%	-5.4%	-15.4%	0.1%	-18.9%	-23.7%	27.3%	-23.5%	-33.3%	-53.0%	Mar '22
Gold	4198.10	0.8%	3.0%	1.9%	23.9%	24.8%	60.2%	27.5%	59.7%	139.4%	132.5%	133.3%	151.3%	-3.2%	Oct '25
EUR/USD	1.16	0.6%	0.1%	-	-0.4%	-	11.0%	-6.0%	11.4%	11.3%	-2.6%	1.9%	19.4%	-6.1%	Jan '21
USD/JPY	156.01	-0.6%	0.3%	-	5.8%	-	1.1%	11.0%	-0.6%	12.6%	49.3%	35.5%	6.3%	-3.5%	Jul '24
S&P 500 Volatility Index	18.56	-9.6%	-21.6%	13.4%	26.9%	-16.7%	31.6%	39.4%	7.0%	-9.5%	-12.7%	11.8%	-44.7%	-64.5%	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	50.97	0.04%	0.2%	0.3%	1.3%	3.4%	6.0%	6.5%	5.6%	20.7%	17.9%	16.7%	21.9%	New Peak	Nov '25
Interm Muni- JPMorgan	50.75	0.02%	0.2%	0.1%	3.4%	4.6%	3.5%	1.9%	4.1%	13.4%	6.6%	4.1%	15.6%	-0.1%	Nov '25
Interm Bond- Janus MSB	46.01	0.3%	0.9%	0.2%	3.2%	7.1%	7.6%	1.5%	8.7%	16.0%	3.1%	3.0%	19.7%	New Peak	Nov '25
Interm Bond- Vanguard	78.72	0.2%	0.9%	0.3%	2.4%	6.1%	7.9%	1.6%	8.9%	16.9%	-0.1%	2.5%	20.4%	-0.6%	Dec '20
Multisector Bond- Intrepid	9.06	0.11%	0.4%	0.1%	1.5%	5.5%	7.9%	10.4%	7.2%	30.4%	43.3%	27.1%	33.6%	New Peak	Oct '25
Int’l Bond- JPMorgan	48.98	0.1%	0.4%	-0.1%	1.9%	4.8%	7.3%	3.5%	7.8%	21.6%	15.6%	13.3%	27.3%	-0.4%	Oct '25
Long Bond- Vanguard	77.52	0.3%	1.6%	-1.4%	3.5%	10.1%	5.1%	-1.9%	8.6%	15.4%	-12.4%	-10.4%	26.4%	-14.1%	Sep '21
Long CA Muni- PIMCO	9.44	0%	0.0%	0.0%	4.3%	5.6%	3.2%	2.9%	3.9%	16.8%	7.7%	3.6%	19.0%	-0.3%	Nov '25
Long Muni- iShares	57.61	0.05%	0.2%	0.2%	3.9%	5.4%	2.7%	1.6%	3.1%	10.9%	2.7%	1.7%	13.6%	New Peak	Nov '25

To add your own symbols and watchlist to the dashboard, sign up for free.

Explore Funds

Help

Legal

R&D Tools

Please sign in

Please sign in

Help

Legal

R&D Tools

We are happy to hear it from you!

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

S&P 500

Below
Peak
Oct '25

DJIA (Large Value)

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Below
Peak
Oct '25

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.

Please sign in

Help

Legal

R&D Tools

We are happy to hear it from you!

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

S&P 500

BelowPeak Oct '25

DJIA (Large Value)

BelowPeak Nov '25

Russell 2000 (Small Cap)

BelowPeak Oct '25

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.
Learn More

Below
Peak
Oct '25

Below
Peak
Nov '25

Below
Peak
Oct '25