VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

61.8%

[

18.8%

annualized]

Dec 29 2023 - Oct 14 2026

DJIA (Large Value)

Return

37.0%

[

11.9%

annualized]

Dec 29 2023 - Oct 14 2026

Russell 2000 (Small Cap)

Return

34.7%

[

11.2%

annualized]

Dec 29 2023 - Oct 14 2026

Performance Range:

As of Oct 14 10:20 PM EDT, next update at 10:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7718.94	-1.1%	-0.6%	1.8%	1.9%	9.9%	15.7%	16.4%	12.8%	78.4%	72.6%	25.6%	54.9%	-1.3%	Oct '26
DJIA (Large Value)	51621.48	-0.09%	0.8%	-0.9%	-2.0%	6.5%	11.6%	13.0%	7.4%	53.3%	46.3%	15.7%	37.1%	-5.0%	Aug '26
Russell 2000 (Small Cap)	2729.53	-1.9%	-2.3%	-4.9%	-8.3%	0.6%	8.3%	11.3%	10.0%	58.7%	20.5%	19.6%	55.0%	-11.0%	Aug '26
NASDAQ Comp (Tech/Growth)	26692.87	-1.9%	-1.8%	2.7%	1.6%	11.1%	17.7%	20.4%	14.8%	99.1%	79.2%	33.1%	74.8%	-3.3%	Oct '26
Aggregate Bond	94.82	0.12%	0.2%	-0.7%	-2.4%	-2.8%	-2.0%	7.2%	-2.1%	13.6%	-2.4%	4.0%	3.0%	-3.9%	Feb '26
Corp Bond	102.66	0.11%	0.2%	-1.1%	-3.3%	-4.4%	-4.1%	7.9%	-3.5%	15.9%	-5.7%	3.0%	4.5%	-5.2%	Feb '26
High Yield Bond	76.81	-0.4%	-0.4%	-1.6%	-2.3%	-1.7%	0.8%	8.6%	-0.4%	26.0%	16.8%	6.2%	10.7%	-2.9%	Aug '26
Preferred	28.94	-1.2%	-1.5%	-2.5%	-4.1%	-5.1%	-3.2%	4.9%	-2.7%	20.1%	-0.1%	0.5%	8.7%	-6.6%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	49.67	-0.10%	0.8%	-1.6%	-1.2%	-2.5%	14.0%	9.9%	10.9%	35.5%	30.3%	14.1%	37.5%	-7.0%	Aug '26
Consumer Discretionary/Cyclical	111.50	-0.8%	-0.2%	0.8%	-4.5%	-5.3%	-4.2%	7.4%	-6.0%	43.8%	23.0%	0.0%	28.0%	-9.9%	Jan '26
Financial Services	54.52	-0.5%	0.5%	-3.8%	-3.3%	5.2%	4.0%	14.9%	0.8%	71.9%	50.3%	7.2%	26.9%	-6.6%	Sep '26
Real Estate	90.35	-0.9%	1.1%	-3.1%	-6.9%	-2.5%	3.2%	3.3%	5.0%	34.7%	3.2%	4.9%	19.8%	-9.7%	Jul '26
Communication Services	110.82	-1.3%	-1.1%	-2.5%	-1.9%	-5.0%	-2.8%	23.1%	-5.0%	71.0%	45.4%	7.8%	31.0%	-6.9%	Jan '26
Energy	67.63	0.6%	3.7%	3.2%	20.4%	22.9%	61.1%	7.9%	54.3%	65.9%	180.9%	54.9%	85.1%	NewNew Peak	Oct '26
Industrials	167.04	-1.0%	-0.8%	-0.8%	-7.0%	-1.9%	10.7%	19.3%	8.5%	71.1%	74.9%	23.0%	46.1%	-10.2%	Aug '26
Technology	190.43	-3.0%	-3.7%	3.8%	5.0%	27.0%	34.6%	24.6%	32.7%	130.1%	153.4%	58.8%	113.6%	-5.7%	Oct '26
Consumer Staples/Defensive	86.06	2.2%	3.2%	3.5%	3.8%	7.6%	11.6%	1.5%	12.9%	39.7%	38.7%	10.5%	17.4%	-2.5%	Feb '26
Healthcare	173.96	2.5%	3.4%	4.2%	10.3%	18.7%	24.1%	14.5%	13.8%	40.4%	47.4%	22.4%	34.2%	-0.6%	Aug '26
Utilities	41.72	-0.4%	1.6%	1.7%	-7.1%	-8.1%	-7.6%	16.0%	-0.2%	53.8%	47.5%	9.1%	19.0%	-10.8%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	158.75	-1.2%	-0.7%	0.3%	0.8%	7.4%	16.3%	22.4%	12.9%	79.8%	67.2%	31.0%	56.8%	-2.3%	Aug '26
MSCI Emerging Markets	64.39	-2.1%	-2.6%	-2.1%	-1.8%	4.0%	21.9%	34.0%	18.3%	82.7%	39.5%	48.5%	72.1%	-9.6%	Jun '26
FTSE Europe	85.99	-0.4%	0.7%	-3.1%	-3.3%	-0.7%	10.5%	35.8%	5.0%	63.9%	48.4%	29.7%	43.7%	-7.5%	Aug '26
MSCI Japan	95.84	-1.5%	-1.5%	-1.1%	2.5%	8.2%	23.0%	25.9%	19.3%	75.6%	56.5%	44.8%	63.5%	-3.5%	Oct '26
MSCI India	47.04	-0.4%	3.2%	-1.2%	-3.4%	-5.9%	-12.5%	2.7%	-13.0%	6.6%	0.1%	-5.5%	-4.3%	-15.8%	Jun '25
MSCI China	51.44	-1.3%	0.2%	-2.8%	-5.0%	-10.8%	-17.1%	31.0%	-13.8%	28.6%	-17.9%	-1.5%	17.0%	-21.8%	Oct '25
International Bond	47.05	0.09%	0.3%	0.6%	-1.3%	-0.8%	-1.1%	2.9%	-0.5%	12.4%	0.5%	2.2%	1.9%	-2.5%	Feb '26
iShares Latin America	37.57	-0.8%	0.2%	5.8%	8.4%	0.8%	39.4%	52.7%	25.0%	76.0%	97.4%	66.4%	86.8%	-1.7%	Oct '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	707.43	-1.1%	-0.5%	1.9%	2.2%	10.6%	17.0%	17.8%	13.8%	85.4%	85.1%	28.2%	57.6%	-1.2%	Oct '26
US Large Growth	124.27	-2.2%	-2.2%	3.2%	0.6%	6.2%	7.1%	19.8%	5.3%	91.7%	94.5%	21.6%	57.4%	-3.8%	Oct '26
US Large Value	254.20	-0.13%	0.9%	0.3%	3.2%	14.2%	26.6%	15.7%	22.1%	78.6%	71.8%	33.3%	56.1%	-1.6%	Sep '26

US MidCap Blend	80.08	-1.2%	-0.4%	0.0%	-0.5%	6.4%	12.0%	17.0%	11.1%	80.3%	70.1%	23.7%	47.6%	-5.2%	Aug '26
US MidCap Growth	290.68	-2.5%	-2.4%	0.5%	-2.6%	4.8%	0.0%	10.7%	4.6%	53.1%	21.6%	7.7%	35.7%	-7.3%	Aug '26
US MidCap Value	203.36	-0.3%	1.0%	0.3%	1.6%	8.3%	19.6%	12.1%	16.4%	67.7%	56.4%	26.4%	47.8%	-3.1%	Aug '26

US Small Blend	283.82	-1.5%	-1.3%	-2.1%	-4.2%	2.6%	12.1%	8.9%	11.1%	60.8%	35.0%	17.0%	49.4%	-8.0%	Aug '26
US Small Growth	342.83	-2.4%	-3.0%	-5.1%	-10.3%	-1.3%	2.8%	12.9%	6.4%	62.3%	17.9%	16.6%	54.0%	-13.3%	Aug '26
US Small Value	207.71	-1.6%	-1.5%	-4.6%	-5.8%	3.7%	16.7%	12.4%	15.8%	66.9%	37.9%	27.7%	61.6%	-8.3%	Aug '26

Foreign Large Blend	102.75	-0.7%	0.0%	-2.5%	-1.8%	1.0%	13.2%	31.6%	8.7%	65.0%	50.5%	32.4%	48.2%	-5.6%	Aug '26
Foreign Growth	118.47	-0.9%	-0.5%	-0.9%	-3.1%	-0.9%	5.3%	20.7%	4.8%	45.5%	18.4%	17.3%	36.4%	-6.8%	Aug '26
Foreign Value	78.45	-0.5%	0.6%	-3.9%	-0.7%	2.9%	21.6%	42.2%	12.8%	85.5%	88.2%	48.2%	60.6%	-5.6%	Sep '26

Notable Income Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.73	0.1%	0.0%	-0.5%	1.1%	2.7%	3.4%	3.6%	2.4%	19.4%	29.0%	5.3%	9.1%	-0.9%	Sep '26
Ultra Short- Janus AAA CLO	50.56	0.02%	0.1%	0.2%	1.2%	2.4%	4.9%	5.2%	3.6%	19.5%	27.9%	8.1%	8.6%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.43	-0.2%	-0.3%	-0.5%	1.5%	2.6%	4.4%	6.9%	2.0%	21.5%	30.0%	8.3%	12.2%	-0.7%	Sep '26
Interval CEF- Cliffwater	10.20	0%	0.2%	-1.7%	-0.7%	1.0%	4.3%	8.9%	2.4%	29.0%	53.6%	9.9%	9.7%	-2.0%	Oct '26

Notable Equity Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	59.06	-1.3%	-0.6%	0.4%	-0.4%	6.5%	14.9%	17.7%	11.4%	85.8%	110.3%	25.5%	54.9%	-2.8%	Aug '26
Int’l Min Volatility- Franklin	42.40	0.3%	1.8%	-0.1%	2.6%	6.2%	27.1%	27.1%	18.4%	85.4%	118.1%	44.1%	58.2%	-1.1%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.37	-1.4%	0.2%	-1.6%	-10.0%	-3.7%	6.3%	3.0%	4.5%	64.5%	101.4%	6.8%	36.1%	-14.5%	Jun '26
Small Value- Avantis	119.19	-1.2%	-0.8%	-3.8%	-4.1%	4.2%	21.8%	7.4%	18.0%	64.9%	65.1%	25.6%	62.2%	-7.1%	Aug '26
Mid Value- Pacer Cash Cows	69.34	0.4%	0.7%	-1.6%	9.0%	12.3%	24.6%	9.0%	16.5%	49.1%	69.6%	22.1%	50.5%	-4.0%	Sep '26
Growth- S&P Momentum	145.18	-1.9%	-3.8%	1.2%	-3.1%	15.1%	20.8%	26.6%	22.4%	154.6%	144.1%	42.8%	77.7%	-10.1%	Jun '26
Invesco S&P Quality	84.46	-1.1%	-1.2%	1.5%	-1.7%	6.8%	16.2%	13.2%	13.4%	72.8%	79.4%	20.9%	44.9%	-6.1%	Jun '26
Rotation Factor- BlackRock	69.44	-1.2%	-1.0%	1.0%	2.2%	10.8%	18.7%	20.0%	14.9%	101.7%	102.8%	31.6%	61.8%	-1.8%	Oct '26
US Min Volatility- Fidelity	73.18	0.01%	1.3%	2.2%	5.0%	8.9%	13.6%	11.8%	10.9%	54.8%	59.6%	18.6%	37.4%	-0.3%	Aug '26
Derivative Income- JPMorgan	56.87	-0.11%	0.4%	1.8%	2.4%	2.8%	8.3%	8.1%	5.5%	34.9%	43.1%	9.3%	26.0%	-1.0%	Aug '26

Alternative Funds	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	18.25	-0.2%	-0.1%	0.8%	5.1%	8.9%	15.2%	6.5%	15.4%	35.3%	50.0%	21.1%	26.5%	-0.7%	Sep '26
Multistrategy- AQR	15.62	0.06%	0.3%	0.6%	6.4%	7.7%	15.0%	16.4%	11.5%	47.5%	85.3%	22.8%	28.1%	-0.1%	Oct '26
Long Short- AQR	22.47	-0.4%	0.0%	0.4%	7.5%	9.7%	15.6%	34.4%	6.2%	91.3%	197.3%	32.6%	38.0%	-0.9%	Sep '26
Mkt Neutral- BlackRock	16.00	-0.06%	-0.4%	1.5%	5.6%	12.5%	24.7%	18.3%	18.1%	78.3%	98.8%	38.3%	32.0%	-1.5%	Oct '26
Multi Strategy- Variant	25.74	0.04%	0.2%	0.7%	1.7%	3.0%	6.3%	7.2%	4.7%	20.3%	42.5%	11.1%	10.3%	NewNew Peak	Oct '26
Long Short- First Trust	77.52	-0.7%	-0.2%	1.8%	4.0%	7.8%	13.3%	9.1%	9.9%	51.5%	64.5%	16.0%	31.0%	-0.7%	Oct '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	347.64	-1.7%	-0.2%	0.8%	-6.2%	3.2%	38.8%	66.0%	11.3%	155.5%	148.3%	88.7%	141.4%	-13.5%	May '26
Meta (Communications)	737.54	-3.3%	2.3%	10.1%	8.3%	10.0%	3.1%	13.1%	12.0%	136.6%	129.3%	5.4%	45.2%	-6.3%	Aug '25
Amazon (Cyclical)	254.08	-1.7%	0.0%	2.3%	-0.3%	2.2%	17.9%	5.2%	10.1%	95.8%	49.1%	12.1%	48.9%	-10.5%	Aug '26
Tesla (Cyclical)	367.16	-2.2%	-2.1%	3.0%	-6.9%	-6.3%	-15.6%	11.4%	-18.4%	46.2%	30.7%	1.8%	65.5%	-25.1%	Dec '25
Procter & Gamble (Defensive)	156.53	2.3%	3.9%	6.7%	6.5%	10.8%	9.3%	-12.3%	11.7%	17.1%	23.2%	-1.9%	3.1%	-7.4%	Mar '25
PepsiCo (Defensive)	129.27	1.5%	0.7%	-4.6%	-3.5%	-14.7%	-11.0%	-1.8%	-7.2%	-10.0%	-4.3%	-5.0%	-2.1%	-21.9%	Feb '26
Coca-Cola (Defensive)	91.78	1.9%	4.6%	3.5%	12.0%	23.4%	40.5%	15.6%	33.8%	89.2%	95.0%	37.5%	39.8%	NewNew Peak	Oct '26
Exxon Mobil (Energy)	177.01	1.7%	5.1%	4.5%	23.3%	20.4%	63.2%	16.0%	50.0%	77.8%	237.0%	68.2%	84.1%	NewNew Peak	Oct '26
Chevron (Energy)	222.04	2.0%	5.0%	2.0%	23.3%	22.2%	51.7%	10.1%	49.8%	53.4%	147.5%	50.2%	72.5%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	335.28	1.2%	1.2%	-4.4%	-2.9%	10.6%	11.8%	37.3%	6.1%	141.4%	127.8%	24.3%	59.1%	-7.7%	Aug '26
Visa (Financial)	391.43	-1.2%	4.4%	4.2%	10.4%	24.4%	14.1%	11.8%	12.3%	68.5%	76.0%	11.5%	28.4%	-1.2%	Oct '26
Mastercard (Financial)	603.24	-0.3%	5.1%	5.4%	12.9%	16.4%	7.9%	9.0%	6.3%	54.3%	74.6%	7.2%	27.0%	-0.3%	Oct '26
Bank of America (Financial)	51.39	-4.8%	-4.1%	-13.7%	-16.1%	-4.4%	0.4%	28.0%	-5.1%	106.4%	25.3%	16.1%	51.6%	-20.3%	Aug '26
UnitedHealth (Health)	395.62	4.7%	6.7%	5.2%	-4.9%	27.5%	12.5%	-33.1%	22.2%	-21.9%	1.2%	-19.1%	-25.6%	-31.3%	Apr '25
Johnson & Johnson (Health)	253.91	2.1%	-1.0%	-5.0%	3.3%	7.5%	35.8%	47.5%	24.7%	76.3%	81.0%	67.1%	75.9%	-8.8%	Sep '26
Eli Lilly (Health)	1208.74	3.6%	3.3%	6.4%	4.7%	34.0%	47.2%	40.2%	13.0%	102.5%	431.7%	40.9%	68.2%	-5.6%	Aug '26
Union Pacific (Industrials)	286.43	1.4%	3.0%	0.9%	-0.2%	16.6%	29.6%	3.9%	25.7%	47.3%	42.4%	20.5%	42.2%	-7.4%	Aug '26
Honeywell (Industrials)	207.61	0.2%	0.5%	2.0%	-6.6%	-14.0%	5.8%	-6.4%	2.8%	21.7%	5.5%	3.2%	18.3%	-19.5%	Mar '26
Nvidia (IT)	221.30	-3.2%	-4.0%	4.3%	4.3%	11.5%	23.4%	38.9%	18.9%	388.2%	916.7%	59.4%	130.4%	-7.5%	Oct '26
Broadcom (IT)	346.25	-3.1%	-3.9%	2.2%	-12.0%	-12.4%	-0.7%	50.6%	0.6%	305.0%	651.6%	53.6%	124.5%	-27.9%	Jun '26
Adobe (IT)	240.68	1.9%	-0.2%	-6.6%	7.2%	-1.6%	-27.2%	-21.3%	-31.2%	-56.1%	-60.6%	-47.3%	-29.2%	-48.1%	Feb '25
Oracle (IT)	130.55	-8.8%	-3.4%	-6.6%	-1.1%	-22.6%	-56.4%	18.1%	-32.1%	24.9%	46.5%	-26.6%	7.1%	-59.6%	Sep '25
salesforce.com (IT)	235.95	-0.9%	3.6%	-7.5%	41.5%	33.4%	0.6%	-20.2%	-10.3%	17.5%	-17.6%	-26.3%	-2.0%	-33.6%	Jan '25
Linde PLC (Materials)	492.70	0.12%	2.3%	6.4%	-3.9%	-0.4%	10.6%	3.2%	16.7%	35.5%	71.0%	9.1%	21.6%	-9.6%	Jul '26
Sherwin-Williams (Materials)	324.54	0.1%	1.1%	0.4%	-2.1%	-0.8%	-1.5%	-3.8%	0.9%	35.0%	14.6%	-6.3%	5.0%	-12.7%	Sep '25
American Tower (Real Estate)	179.40	-0.02%	7.6%	2.0%	7.5%	3.4%	-1.8%	-0.9%	5.3%	19.5%	-21.6%	1.5%	-6.5%	-18.9%	Jul '25
Prologis Inc. (Real Estate)	130.46	-2.3%	0.9%	-3.2%	-8.3%	-5.2%	9.6%	25.1%	4.6%	31.0%	10.4%	13.7%	52.7%	-12.4%	Jul '26
NextEra Energy (Utilities)	78.37	0.2%	1.3%	-3.3%	-11.4%	-12.8%	-6.0%	15.5%	-0.2%	57.2%	9.8%	19.6%	27.8%	-18.7%	Apr '26
Duke Energy (Utilities)	119.64	1.2%	2.4%	1.6%	-2.9%	-4.9%	-3.8%	12.7%	4.7%	51.0%	44.6%	12.8%	8.7%	-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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.59	-0.2%	0.0%	-0.3%	-1.5%	-0.4%	1.9%	9.4%	1.2%	24.6%	9.9%	9.0%	11.9%	-2.2%	Aug '26
Moderate-60% Stock	68.37	-0.6%	-0.3%	-0.1%	-0.5%	3.1%	9.2%	16.4%	7.0%	50.6%	37.4%	20.4%	33.2%	-2.4%	Aug '26
Mod Agg-80% Stock	55.28	-0.9%	-0.5%	-0.2%	-0.2%	4.8%	12.5%	19.6%	9.8%	64.0%	49.4%	25.8%	44.3%	-2.7%	Aug '26
Aggressive-90% Stock	34.25	-1.2%	-0.8%	-0.3%	-0.7%	6.0%	16.6%	20.9%	13.1%	71.1%	52.1%	30.2%	53.6%	-2.9%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	81663.85	0.12%	0.0%	8.0%	26.2%	9.2%	-26.3%	-6.3%	-6.7%	204.0%	32.6%	-15.5%	7.1%	-34.5%	Oct '25
Ethereum	2413.68	-0.2%	-2.4%	0.6%	25.9%	2.3%	-39.5%	-11.0%	-18.7%	55.5%	-37.5%	-11.1%	63.9%	-50.0%	Aug '25
BNB	727.43	-0.3%	-1.0%	2.1%	25.4%	16.8%	-37.4%	23.1%	-15.7%	253.1%	53.6%	11.3%	31.4%	-44.5%	Oct '25
Solana	103.84	-0.3%	-5.1%	7.2%	34.4%	22.3%	-46.5%	-34.2%	-16.6%	375.6%	-36.1%	-38.6%	-1.6%	-60.3%	Jan '25
Bitcoin ETF	46.24	-1.9%	0.0%	7.3%	25.6%	8.6%	-26.8%	-6.4%	-6.9%	-	-	-15.4%	6.1%	-35.1%	Oct '25
Grayscale Bitcoin (hi fee)	63.09	-1.8%	0.0%	7.2%	25.3%	8.1%	-27.7%	-7.6%	-7.7%	245.1%	47.3%	-17.1%	4.1%	-35.9%	Oct '25
Bloomberg Commodities	26.35	-0.7%	0.6%	-1.6%	10.8%	10.1%	40.7%	14.9%	34.9%	54.8%	62.5%	41.5%	56.7%	-1.7%	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.53	-0.7%	-1.4%	3.0%	8.7%	13.0%	19.1%	1.1%	14.2%	15.6%	169.4%	15.9%	17.2%	-2.5%	Oct '26
10yr Treasury rate	5.19	-0.5%	-0.8%	3.9%	14.2%	21.2%	28.3%	-9.0%	24.7%	12.1%	229.3%	14.4%	21.8%	-2.3%	Oct '26
5yr Treasury rate	4.99	-0.3%	0.0%	3.4%	17.3%	28.1%	37.5%	-15.0%	34.1%	7.5%	344.9%	14.2%	27.5%	-1.9%	Sep '26
13-week T-bill	4.09	0.7%	1.0%	3.2%	10.8%	13.1%	5.9%	-15.7%	15.2%	-23.3%	10650.0%	-3.2%	-2.2%	-4.7%	May '25
Crude Oil	94.03	-1.1%	2.8%	-11.1%	18.1%	3.0%	61.4%	-19.9%	63.8%	7.2%	14.3%	30.1%	57.8%	-16.8%	Apr '26
Gold	4160.00	1.3%	0.1%	-4.0%	2.7%	-13.8%	-1.0%	64.4%	-4.2%	114.3%	135.3%	41.7%	39.1%	-21.8%	Jan '26
USD/EUR	0.89	-0.2%	-0.1%	2.8%	2.2%	5.2%	3.8%	-11.4%	4.7%	-	-	-6.9%	-2.2%	-8.7%	Jan '25
USD/JPY	157.73	-0.2%	-0.2%	1.6%	-2.7%	-0.7%	4.5%	-0.4%	0.8%	-	-	3.8%	8.1%	-3.7%	Jul '26
S&P 500 Volatility Index	16.87	10.5%	9.5%	-1.9%	7.7%	-7.2%	-18.3%	-13.8%	12.8%	-12.7%	3.5%	10.5%	-67.8%	-67.8%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.90	0.08%	0.1%	0.1%	0.0%	0.9%	2.5%	6.1%	1.6%	18.4%	19.0%	6.9%	6.2%	-0.5%	Aug '26
Interm Muni- JPMorgan	47.81	-0.1%	0.9%	-1.1%	-4.0%	-3.3%	-2.0%	4.3%	-2.7%	9.7%	2.3%	0.9%	3.3%	-4.6%	Jul '26
Interm Bond- Janus MSB	42.63	0.1%	0.4%	-1.3%	-3.6%	-4.0%	-2.1%	8.8%	-2.9%	16.3%	0.1%	4.5%	3.4%	-5.0%	Feb '26
Interm Bond- Vanguard	73.07	0.05%	0.1%	-0.8%	-2.9%	-3.5%	-2.8%	8.5%	-3.1%	14.3%	-1.6%	4.3%	2.7%	-4.8%	Feb '26
Multisector Bond- Intrepid	8.71	-0.2%	-0.2%	-0.8%	-0.8%	0.6%	3.0%	8.2%	1.9%	27.2%	31.8%	8.5%	11.4%	-1.3%	Aug '26
Int’l Bond- JPMorgan	46.79	0.02%	0.1%	-0.1%	-1.9%	-1.2%	-0.1%	8.2%	-0.8%	18.2%	13.1%	5.5%	6.1%	-2.6%	Feb '26
Long Bond- Vanguard	69.06	0.3%	0.5%	-1.8%	-4.6%	-6.2%	-6.8%	7.2%	-5.0%	14.3%	-17.1%	0.6%	4.1%	-7.9%	Oct '25
Long CA Muni- PIMCO	8.88	0%	1.1%	-1.3%	-4.6%	-3.8%	-2.1%	4.4%	-2.9%	12.4%	2.4%	0.8%	3.7%	-5.3%	Jul '26
Long Muni- iShares	54.45	-0.07%	0.8%	-1.0%	-4.2%	-3.5%	-2.2%	3.4%	-3.1%	8.0%	-0.3%	0.6%	4.5%	-4.9%	Feb '26

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

Explore Funds

Selected Funds & Models

Advanced

Help

Legal

R&D Tools

Please sign in

Please sign in

Help

Legal

R&D Tools

We're happy to hear from you

Create a free account

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

S&P 500

DJIA (Large Value)

Russell 2000 (Small Cap)

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

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

S&P 500

DJIA (Large Value)

Russell 2000 (Small Cap)

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