VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

93.8%

[

20.8%

annualized]

Dec 30 2022 - Jun 29 2026

DJIA (Large Value)

Return

57.4%

[

13.8%

annualized]

Dec 30 2022 - Jun 29 2026

Russell 2000 (Small Cap)

Return

70.9%

[

16.6%

annualized]

Dec 30 2022 - Jun 29 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 29 11:30 PM EDT, next update at 11:40 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	7440.43	1.2%	1.0%	-1.8%	17.3%	7.9%	19.9%	16.4%	8.7%	67.2%	73.1%	55.1%	108.0%	-2.2%	Jun '26
DJIA (Large Value)	52182.74	0.6%	1.0%	2.3%	15.4%	7.9%	18.3%	13.0%	8.6%	51.7%	51.2%	42.6%	78.6%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	3010.42	0.01%	1.2%	3.1%	24.7%	20.4%	38.4%	11.3%	21.3%	59.4%	30.3%	32.5%	78.4%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25820.14	2.1%	0.9%	-4.3%	24.2%	10.3%	26.8%	20.4%	11.1%	87.3%	78.0%	63.1%	147.9%	-4.7%	Jun '26
Aggregate Bond	99.37	0.03%	0.7%	0.3%	1.0%	0.6%	3.8%	7.2%	0.8%	13.1%	0.5%	1.3%	18.3%	-1.0%	Feb '26
Corp Bond	109.70	0.2%	0.7%	0.3%	2.1%	0.6%	4.3%	7.9%	1.1%	15.4%	-1.3%	-0.2%	26.6%	-0.7%	Feb '26
High Yield Bond	80.01	0.2%	0.2%	-0.4%	2.5%	1.1%	4.7%	8.6%	1.2%	26.7%	19.1%	17.9%	38.0%	-0.4%	May '26
Preferred	30.61	0.8%	-0.6%	-3.0%	2.6%	0.1%	4.9%	4.9%	0.4%	18.4%	3.7%	1.7%	24.8%	-3.5%	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	50.66	-1.8%	-0.4%	-1.0%	3.2%	11.3%	17.0%	9.9%	12.2%	29.0%	35.4%	23.4%	58.4%	-5.1%	Feb '26
Consumer Discretionary/Cyclical	117.12	2.4%	3.0%	-3.1%	10.8%	-2.5%	8.4%	7.4%	-1.7%	41.1%	36.4%	15.5%	73.7%	-5.8%	Jan '26
Financial Services	53.72	0.3%	-0.3%	4.1%	11.1%	-2.1%	3.8%	14.9%	-1.4%	66.5%	59.1%	46.3%	88.2%	-4.3%	Jan '26
Real Estate	98.15	-0.5%	0.3%	2.6%	12.4%	11.2%	13.5%	3.3%	12.1%	31.1%	15.8%	0.8%	48.0%	-0.5%	Jun '26
Communication Services	107.88	1.6%	0.6%	-6.8%	-0.1%	-8.5%	0.4%	23.1%	-8.1%	71.0%	39.9%	44.3%	135.2%	-9.9%	Jan '26
Energy	53.58	-0.5%	-1.6%	-4.8%	-13.5%	20.0%	29.3%	7.9%	20.6%	44.2%	136.7%	117.2%	50.5%	-14.4%	Mar '26
Industrials	182.76	0.9%	2.6%	5.6%	16.7%	17.2%	25.2%	19.3%	18.1%	77.3%	92.0%	86.0%	127.4%	-0.7%	Jun '26
Technology	185.41	2.4%	0.7%	-2.9%	45.4%	27.7%	47.0%	24.6%	28.9%	117.3%	160.4%	118.3%	226.4%	-6.5%	Jun '26
Consumer Staples/Defensive	84.37	-0.4%	0.8%	1.8%	3.0%	8.6%	6.4%	1.5%	9.2%	22.5%	36.6%	22.4%	36.9%	-5.7%	Feb '26
Healthcare	160.74	0.2%	5.6%	7.5%	11.8%	3.7%	20.8%	14.5%	4.3%	26.8%	37.8%	23.5%	39.7%	NewNew Peak	Jun '26
Utilities	46.02	-0.4%	2.1%	3.6%	0.2%	7.9%	15.1%	16.0%	8.6%	52.9%	68.0%	47.6%	66.5%	-2.9%	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	155.82	1.0%	0.9%	-1.7%	16.1%	9.4%	22.2%	22.4%	10.1%	69.6%	67.0%	57.2%	113.7%	-2.6%	Jun '26
MSCI Emerging Markets	67.43	0.4%	0.4%	-1.7%	23.2%	22.9%	41.8%	34.0%	23.2%	82.2%	36.9%	51.2%	112.9%	-5.3%	Jun '26
FTSE Europe	88.07	1.1%	1.0%	-1.1%	10.3%	5.4%	15.5%	35.8%	5.8%	54.9%	52.5%	46.5%	114.7%	-2.2%	Feb '26
MSCI Japan	93.21	0.4%	0.5%	0.3%	14.3%	15.1%	29.0%	25.9%	15.4%	63.5%	54.7%	53.9%	109.6%	-3.9%	Jun '26
MSCI India	49.18	-0.8%	0.2%	1.3%	8.3%	-8.3%	-11.7%	2.7%	-9.0%	13.4%	19.5%	6.6%	22.4%	-16.3%	Sep '24
MSCI China	50.79	0.6%	-2.0%	-7.8%	-7.6%	-16.2%	-6.7%	31.0%	-15.4%	21.8%	-31.2%	-10.3%	37.4%	-23.2%	Oct '25
International Bond	48.52	0.02%	0.3%	0.4%	2.0%	1.2%	2.2%	2.9%	1.3%	13.1%	2.3%	2.7%	19.0%	-0.7%	Feb '26
iShares Latin America	33.84	0.09%	1.0%	-3.1%	-0.5%	10.4%	32.3%	52.7%	11.1%	43.8%	52.2%	92.5%	72.7%	-11.2%	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	681.01	1.6%	0.7%	-2.1%	17.2%	8.1%	21.0%	17.8%	8.9%	73.4%	85.2%	64.8%	118.3%	-2.5%	Jun '26
US Large Growth	121.98	2.5%	1.8%	-4.6%	18.7%	2.4%	15.9%	19.8%	3.2%	87.3%	101.5%	75.7%	153.5%	-5.3%	Jun '26
US Large Value	242.75	0.00%	0.7%	2.0%	15.9%	15.0%	26.6%	15.7%	15.8%	62.2%	68.0%	56.6%	90.1%	-0.7%	Jun '26

US MidCap Blend	80.47	0.6%	0.9%	1.9%	14.6%	10.3%	18.9%	17.0%	11.3%	72.0%	79.5%	64.1%	112.2%	-0.4%	Jun '26
US MidCap Growth	303.77	1.7%	1.1%	1.7%	21.7%	7.9%	7.4%	10.7%	9.0%	50.6%	32.8%	24.6%	84.0%	-0.9%	Jun '26
US MidCap Value	198.73	-0.2%	0.8%	2.1%	9.5%	11.7%	22.7%	12.1%	12.7%	52.8%	57.3%	45.5%	76.0%	-0.5%	Jun '26

US Small Blend	301.30	0.6%	2.1%	2.7%	18.7%	16.1%	28.5%	8.9%	17.2%	57.7%	43.7%	41.3%	83.3%	NewNew Peak	Jun '26
US Small Growth	390.25	0.5%	0.7%	2.5%	29.6%	19.8%	37.0%	12.9%	20.9%	63.9%	29.2%	35.5%	92.4%	-0.9%	Jun '26
US Small Value	221.28	-0.07%	1.7%	3.5%	19.7%	21.5%	42.1%	12.4%	22.4%	65.6%	46.5%	43.0%	80.1%	-0.1%	Jun '26

Foreign Large Blend	103.45	0.9%	1.0%	-1.3%	10.0%	7.3%	17.8%	31.6%	7.7%	54.4%	51.3%	47.8%	105.4%	-2.1%	Feb '26
Foreign Growth	123.20	1.2%	1.1%	-0.1%	14.4%	7.6%	11.8%	20.7%	8.1%	35.5%	24.1%	19.6%	81.1%	-1.8%	Jun '26
Foreign Value	76.57	0.6%	0.9%	-2.6%	5.8%	6.8%	23.4%	42.2%	7.2%	74.4%	80.6%	79.6%	130.4%	-4.2%	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	22.88	0.2%	0.0%	-0.5%	1.1%	-0.2%	0.9%	3.6%	0.0%	18.7%	27.9%	25.3%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.68	0.02%	0.1%	0.3%	1.1%	1.8%	4.6%	5.2%	1.8%	20.5%	26.1%	25.5%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.30	0%	-0.2%	-0.8%	0.5%	-1.3%	2.5%	6.9%	-1.3%	20.3%	26.8%	25.3%	31.6%	-1.7%	May '26
Interval CEF- Cliffwater	10.47	0%	0.1%	0.5%	1.8%	2.8%	7.1%	8.9%	2.7%	34.4%	58.2%	51.2%	44.4%	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	58.54	1.6%	0.9%	-0.6%	18.1%	9.3%	20.9%	17.7%	10.0%	79.2%	112.3%	105.1%	126.5%	-1.5%	Jun '26
Int’l Min Volatility- Franklin	40.71	0.2%	0.3%	-0.6%	1.8%	10.5%	29.6%	27.1%	11.0%	75.8%	108.8%	97.9%	112.5%	-2.2%	May '26
MidCap 30 - Hennessy (hi fee)	29.27	1.6%	2.8%	2.2%	26.5%	19.5%	26.1%	3.0%	20.6%	85.4%	125.0%	125.2%	131.4%	NewNew Peak	Jun '26
Small Value- Avantis	124.65	-0.2%	1.9%	3.8%	15.1%	21.4%	38.3%	7.4%	22.5%	68.1%	77.7%	65.8%	90.3%	-0.2%	Jun '26
Mid Value- Pacer Cash Cows	62.81	-0.3%	1.6%	-3.3%	1.5%	3.9%	16.1%	9.0%	4.7%	38.7%	61.4%	44.7%	56.5%	-4.1%	Jun '26
Growth- S&P Momentum	158.53	2.8%	2.7%	5.3%	47.0%	32.1%	41.9%	26.6%	33.2%	190.0%	182.3%	158.8%	218.1%	-1.9%	Jun '26
Invesco S&P Quality	88.80	2.2%	2.2%	4.0%	20.9%	17.7%	25.8%	13.2%	18.8%	82.2%	95.5%	76.7%	132.9%	-0.8%	Jun '26
Rotation Factor- BlackRock	67.44	1.9%	1.2%	0.0%	19.5%	10.4%	24.7%	20.0%	11.2%	92.9%	104.0%	88.0%	154.7%	-0.9%	Jun '26
US Min Volatility- Fidelity	68.20	0.4%	0.5%	-3.2%	7.3%	1.9%	9.8%	11.8%	2.6%	41.6%	55.0%	39.6%	70.3%	-3.2%	May '26
Derivative Income- JPMorgan	56.44	0.5%	1.1%	0.7%	3.0%	0.8%	6.8%	8.1%	1.3%	28.3%	42.0%	31.2%	49.8%	-3.7%	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	17.24	0.3%	-0.2%	-0.6%	5.6%	8.8%	11.7%	6.5%	9.0%	30.7%	42.6%	41.2%	40.7%	-1.1%	May '26
Multistrategy- AQR	14.53	0.07%	-0.9%	-1.5%	0.8%	3.5%	11.4%	16.4%	3.7%	44.2%	73.3%	70.4%	52.2%	-2.6%	Jun '26
Long Short- AQR	20.34	0.3%	-2.1%	-3.3%	-0.6%	-4.1%	9.8%	34.4%	-3.9%	91.9%	171.5%	148.2%	136.7%	-4.5%	Dec '25
Mkt Neutral- BlackRock	16.02	0%	-2.0%	-0.9%	6.1%	9.8%	20.0%	18.3%	9.9%	73.6%	81.4%	85.7%	86.4%	-3.0%	Jun '26
Multi Strategy- Variant	25.79	-0.7%	-0.7%	-0.5%	0.5%	1.8%	5.7%	7.2%	1.8%	20.2%	43.4%	36.1%	27.6%	-0.8%	Jun '26
Long Short- First Trust	73.63	0.8%	-0.8%	-1.0%	6.0%	3.0%	11.8%	9.1%	3.8%	44.7%	59.3%	49.1%	64.8%	-1.7%	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)	353.65	4.8%	2.2%	-7.0%	29.3%	12.8%	101.1%	66.0%	13.1%	197.9%	192.1%	145.9%	265.5%	-12.2%	May '26
Meta (Communications)	562.60	2.2%	0.1%	-11.1%	4.9%	-15.4%	-23.6%	13.1%	-14.7%	97.6%	63.1%	67.5%	344.7%	-28.6%	Aug '25
Amazon (Cyclical)	240.14	3.2%	2.6%	-11.3%	19.5%	3.3%	9.5%	5.2%	4.0%	84.2%	39.6%	40.9%	112.7%	-12.7%	May '26
Tesla (Cyclical)	411.84	8.5%	7.9%	-5.5%	15.9%	-9.4%	29.6%	11.4%	-8.4%	57.3%	81.8%	3.0%	89.6%	-15.9%	Dec '25
Procter & Gamble (Defensive)	148.45	-0.4%	-1.6%	3.4%	3.3%	4.6%	-4.1%	-12.3%	5.1%	5.7%	25.0%	2.2%	31.5%	-14.0%	Dec '24
PepsiCo (Defensive)	138.68	-1.9%	-2.4%	-3.8%	-11.6%	-2.9%	8.1%	-1.8%	-2.5%	-17.7%	8.5%	-8.3%	-8.2%	-21.8%	May '23
Coca-Cola (Defensive)	82.65	0.02%	2.9%	4.6%	8.4%	18.8%	19.4%	15.6%	19.0%	49.0%	76.0%	58.1%	66.3%	-1.1%	Jun '26
Exxon Mobil (Energy)	136.06	-0.4%	-2.6%	-6.3%	-20.1%	14.0%	30.2%	16.0%	14.6%	40.2%	159.2%	150.2%	56.6%	-20.1%	Mar '26
Chevron (Energy)	168.47	-1.5%	-4.3%	-7.7%	-20.0%	11.7%	21.5%	10.1%	11.6%	20.4%	95.7%	67.6%	23.4%	-20.2%	Mar '26
JPMorgan Chase (Financial)	329.39	0.10%	-1.4%	10.0%	16.7%	2.8%	15.8%	37.3%	3.2%	142.5%	140.3%	128.4%	245.6%	-1.7%	Jun '26
Visa (Financial)	341.65	1.6%	4.0%	4.7%	14.3%	-3.0%	-3.0%	11.8%	-2.2%	47.2%	51.7%	59.7%	97.3%	-7.8%	Jun '25
Mastercard (Financial)	509.64	2.1%	4.4%	3.2%	3.3%	-11.5%	-8.8%	9.0%	-10.4%	31.9%	43.7%	41.1%	83.6%	-14.5%	Aug '25
Bank of America (Financial)	57.88	0%	-0.1%	12.2%	22.5%	5.3%	24.3%	28.0%	5.8%	116.4%	57.8%	39.5%	112.1%	-0.5%	Jun '26
UnitedHealth (Health)	419.82	-1.9%	2.6%	10.4%	60.4%	27.4%	37.4%	-33.1%	28.2%	-7.7%	13.8%	-9.9%	-10.3%	-30.4%	Nov '24
Johnson & Johnson (Health)	258.51	1.5%	8.1%	14.7%	6.6%	25.6%	72.5%	47.5%	25.6%	69.5%	79.6%	70.3%	76.1%	NewNew Peak	Jun '26
Eli Lilly (Health)	1229.93	1.8%	11.1%	11.3%	39.0%	14.3%	58.9%	40.2%	14.8%	167.9%	461.8%	371.4%	290.5%	NewNew Peak	Jun '26
Union Pacific (Industrials)	272.70	1.6%	5.4%	3.8%	14.0%	17.6%	20.6%	3.9%	18.5%	41.8%	38.1%	21.4%	54.0%	-1.9%	May '26
Honeywell (Industrials)	227.80	-1.9%	2.4%	-4.2%	2.5%	17.2%	6.1%	-6.4%	18.0%	24.2%	22.2%	28.6%	51.5%	-49.9%	Jun '26
Nvidia (IT)	194.97	1.3%	-2.5%	-7.7%	18.0%	4.0%	23.4%	38.9%	4.5%	361.3%	877.0%	548.6%	1597.6%	-17.3%	May '26
Broadcom (IT)	372.45	2.0%	-2.0%	-16.6%	26.9%	6.7%	35.9%	50.6%	7.8%	344.4%	756.6%	507.4%	814.2%	-22.7%	Jun '26
Adobe (IT)	206.43	1.8%	4.6%	-20.4%	-14.4%	-41.4%	-46.6%	-21.3%	-41.0%	-57.8%	-64.8%	-63.4%	-27.9%	-67.5%	Feb '24
Oracle (IT)	147.76	-0.5%	-10.5%	-34.6%	6.8%	-24.6%	-31.7%	18.1%	-23.7%	28.5%	103.1%	78.6%	141.9%	-54.6%	Sep '25
salesforce.com (IT)	157.93	-0.3%	2.9%	-17.4%	-14.4%	-40.5%	-41.7%	-20.2%	-40.2%	-24.1%	-34.4%	-37.3%	12.6%	-56.6%	Dec '24
Linde PLC (Materials)	511.06	-1.6%	-0.2%	2.7%	2.4%	19.7%	10.0%	3.2%	20.3%	38.9%	88.6%	59.9%	97.0%	-2.4%	Jun '26
Sherwin-Williams (Materials)	344.30	0.07%	6.6%	13.3%	9.0%	5.8%	0.9%	-3.8%	6.5%	32.8%	31.8%	5.5%	76.4%	-12.9%	Nov '24
American Tower (Real Estate)	168.67	-3.9%	-6.0%	-9.8%	0.0%	-3.6%	-21.5%	-0.9%	-3.0%	-4.3%	-27.7%	-32.4%	3.3%	-26.2%	Sep '24
Prologis Inc. (Real Estate)	138.89	-0.8%	-4.4%	-3.2%	7.9%	8.5%	35.4%	25.1%	9.7%	23.7%	33.2%	-4.3%	54.3%	-5.9%	Jun '26
NextEra Energy (Utilities)	88.66	0.11%	2.6%	1.9%	-3.7%	10.8%	30.5%	15.5%	11.2%	29.6%	37.0%	8.5%	34.6%	-9.4%	Apr '26
Duke Energy (Utilities)	128.33	-0.05%	2.6%	4.6%	-1.7%	10.9%	12.6%	12.7%	11.4%	60.5%	57.7%	47.6%	72.7%	-3.0%	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	16.01	0%	0.4%	0.1%	4.4%	2.8%	7.4%	9.4%	3.1%	23.3%	12.2%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	69.31	0.6%	0.8%	-0.4%	10.3%	6.6%	15.6%	16.4%	7.1%	45.9%	39.4%	34.6%	70.8%	-0.8%	Jun '26
Mod Agg-80% Stock	54.65	0%	0.1%	-1.5%	12.6%	8.0%	18.9%	19.6%	8.5%	56.7%	50.3%	44.1%	89.4%	-2.1%	Jun '26
Aggressive-90% Stock	34.28	1.0%	1.3%	0.1%	17.6%	12.8%	25.1%	20.9%	13.2%	64.1%	56.7%	48.9%	98.9%	-0.9%	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	59750.71	-0.7%	-4.7%	-18.6%	-10.4%	-32.4%	-44.2%	-6.3%	-31.7%	96.1%	70.5%	28.6%	211.9%	-52.1%	Oct '25
Ethereum	1589.58	-1.3%	-4.6%	-21.0%	-21.4%	-46.5%	-36.1%	-11.0%	-46.4%	-17.8%	-30.1%	-57.7%	22.8%	-67.1%	Aug '25
BNB	554.39	-0.8%	-4.0%	-13.7%	-8.9%	-35.6%	-15.6%	23.1%	-35.8%	130.6%	82.8%	8.3%	104.6%	-57.7%	Oct '25
Solana	74.52	-0.8%	7.0%	-9.0%	-9.6%	-40.4%	-51.8%	-34.2%	-40.1%	294.3%	109.6%	-56.2%	139.1%	-71.5%	Jan '25
Bitcoin ETF	34.18	1.0%	-3.2%	-17.9%	-9.3%	-31.4%	-44.2%	-6.4%	-31.2%	-	-	-	-	-52.1%	Oct '25
Grayscale Bitcoin (hi fee)	46.77	1.1%	-3.3%	-18.0%	-9.6%	-31.8%	-44.9%	-7.6%	-31.6%	169.8%	73.7%	51.1%	361.9%	-52.5%	Oct '25
Bloomberg Commodities	22.14	-0.7%	-1.6%	-9.4%	-8.8%	11.6%	23.9%	14.9%	13.4%	37.1%	50.9%	43.9%	24.8%	-14.6%	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	4.86	-0.08%	-1.6%	-2.7%	-0.9%	1.0%	1.7%	1.1%	0.4%	26.1%	135.4%	141.1%	25.1%	-6.2%	May '26
10yr Treasury rate	4.37	0.05%	-2.6%	-1.8%	0.7%	5.9%	3.4%	-9.0%	5.1%	14.5%	203.1%	168.7%	12.1%	-12.3%	Oct '23
5yr Treasury rate	4.14	0.3%	-2.7%	-0.1%	4.1%	12.5%	9.2%	-15.0%	11.3%	0.3%	374.7%	203.6%	0.8%	-16.5%	Oct '23
13-week T-bill	3.68	0.5%	-0.3%	2.6%	2.3%	4.0%	-12.2%	-15.7%	3.7%	-28.6%	9100.0%	6843.4%	4.2%	-31.2%	Oct '23
Crude Oil	70.64	-0.2%	-3.5%	-19.1%	-31.3%	21.9%	8.5%	-19.9%	23.0%	0.0%	-3.9%	-7.2%	-19.1%	-37.5%	Apr '26
Gold	3982.00	-1.0%	-3.6%	-12.7%	-12.0%	-8.9%	20.9%	64.5%	-7.9%	107.3%	124.9%	121.3%	138.4%	-25.1%	Jan '26
USD/EUR	0.88	0.2%	-0.2%	2.3%	0.5%	3.2%	3.4%	-11.4%	3.0%	-	4.0%	-0.3%	-14.9%	-10.2%	Jan '25
USD/JPY	162.15	0.1%	0.3%	1.8%	1.4%	3.9%	12.8%	-0.4%	3.7%	-	45.9%	40.8%	10.5%	NewNew Peak	Jun '26
S&P 500 Volatility Index	17.65	-4.1%	-9.4%	15.2%	-42.3%	23.2%	5.5%	-13.8%	18.1%	29.9%	11.5%	6.3%	-47.4%	-66.3%	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	50.64	0.02%	0.2%	0.0%	1.0%	1.1%	3.9%	6.1%	1.2%	19.3%	18.6%	18.6%	23.9%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.67	0.10%	0.4%	0.4%	2.1%	1.6%	5.5%	4.3%	1.5%	11.7%	6.4%	5.9%	17.6%	-0.3%	Feb '26
Interm Bond- Janus MSB	45.38	0.04%	0.7%	0.6%	1.1%	0.8%	5.6%	8.8%	1.1%	15.3%	4.3%	4.6%	21.7%	-1.1%	Feb '26
Interm Bond- Vanguard	77.03	0.05%	0.8%	0.2%	0.9%	0.0%	3.4%	8.5%	0.3%	14.5%	1.3%	2.4%	20.3%	-1.5%	Feb '26
Multisector Bond- Intrepid	8.96	0%	0.2%	-0.1%	2.6%	2.5%	6.8%	8.2%	2.3%	30.4%	34.9%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.44	0.1%	0.5%	0.2%	3.1%	1.2%	4.3%	8.2%	1.2%	19.5%	15.1%	15.1%	29.3%	-0.7%	Feb '26
Long Bond- Vanguard	75.94	0.3%	0.9%	0.7%	3.4%	1.3%	5.2%	7.2%	1.9%	12.7%	-10.6%	-9.9%	27.2%	-1.1%	Oct '25
Long CA Muni- PIMCO	9.47	0.11%	0.3%	0.5%	2.3%	1.5%	5.2%	3.3%	1.2%	10.2%	1.8%	1.4%	16.5%	-0.4%	Feb '26
Long Muni- iShares	57.65	0.09%	0.3%	0.5%	2.1%	1.4%	6.3%	3.4%	1.3%	9.8%	3.7%	3.3%	15.3%	-0.6%	Feb '26

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

Explore Funds

Curated Funds

Advanced

Help

Legal

R&D Tools

Please sign in

Please sign in

Help

Legal

R&D Tools

We are happy to hear it from you!

Create a free account to use VizWealth

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

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

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