VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

95.3%

[

20.7%

annualized]

Dec 30 2022 - Jul 22 2026

DJIA (Large Value)

Return

57.5%

[

13.6%

annualized]

Dec 30 2022 - Jul 22 2026

Russell 2000 (Small Cap)

Return

68.1%

[

15.7%

annualized]

Dec 30 2022 - Jul 22 2026

Performance Range:

As of Jul 22 04:50 PM EDT, next update at 05:00 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	7498.96	-0.1%	-1.0%	0.4%	5.1%	8.5%	18.8%	16.4%	9.5%	65.3%	71.7%	56.3%	109.6%	-1.5%	Jun '26
DJIA (Large Value)	52218.58	-0.01%	-0.8%	1.0%	5.5%	5.7%	17.3%	13.0%	8.6%	48.2%	50.0%	42.7%	78.8%	-1.6%	Jul '26
Russell 2000 (Small Cap)	2959.94	-0.9%	-0.5%	-1.5%	6.3%	8.9%	31.6%	11.3%	19.3%	51.0%	34.6%	30.2%	75.4%	-2.1%	Jun '26
NASDAQ Comp (Tech/Growth)	25690.90	-0.6%	-2.2%	-1.8%	4.2%	9.6%	23.0%	20.4%	10.5%	83.1%	75.0%	62.3%	146.6%	-5.2%	Jun '26
Aggregate Bond	97.58	-0.2%	-0.6%	-1.1%	-1.7%	-1.2%	2.3%	7.2%	-1.0%	10.7%	-2.3%	-0.5%	16.2%	-2.8%	Feb '26
Corp Bond	106.67	-0.2%	-0.8%	-1.9%	-2.5%	-2.2%	1.6%	7.9%	-1.7%	12.0%	-5.3%	-2.9%	23.1%	-3.4%	Feb '26
High Yield Bond	79.52	-0.2%	-0.4%	-0.5%	-0.7%	-0.1%	3.7%	8.6%	0.6%	24.7%	18.4%	17.1%	37.1%	-1.0%	May '26
Preferred	30.45	0.4%	-0.6%	-1.3%	-2.9%	-3.2%	2.2%	4.9%	-0.1%	17.3%	3.6%	1.1%	24.1%	-4.0%	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	50.82	1.4%	0.6%	-1.5%	-1.9%	3.1%	12.2%	9.9%	12.6%	28.1%	37.7%	23.8%	58.9%	-4.8%	Feb '26
Consumer Discretionary/Cyclical	114.02	-0.7%	-2.5%	-0.8%	-4.1%	-6.8%	1.7%	7.4%	-4.3%	36.4%	30.5%	12.4%	69.1%	-8.2%	Jan '26
Financial Services	56.05	-0.11%	-0.9%	4.4%	7.4%	4.7%	7.7%	14.9%	2.9%	66.1%	68.2%	52.6%	96.4%	-1.2%	Jul '26
Real Estate	99.02	-0.5%	1.2%	2.5%	4.8%	10.8%	11.0%	3.3%	13.1%	28.3%	13.3%	1.7%	49.3%	-1.0%	Jul '26
Communication Services	109.20	-0.8%	-3.7%	2.2%	-7.4%	-5.8%	2.2%	23.1%	-6.9%	71.8%	40.7%	46.0%	138.1%	-8.8%	Jan '26
Energy	59.20	1.2%	4.8%	9.5%	4.7%	21.8%	41.8%	7.9%	33.3%	53.4%	189.3%	140.0%	66.3%	-5.4%	Mar '26
Industrials	178.85	0.11%	-0.7%	-1.6%	4.6%	8.4%	19.7%	19.3%	15.6%	70.0%	86.4%	82.0%	122.6%	-3.6%	Jul '26
Technology	180.27	-0.3%	-0.7%	-6.2%	14.0%	24.6%	39.9%	24.6%	25.4%	108.5%	144.4%	112.2%	217.4%	-9.1%	Jun '26
Consumer Staples/Defensive	84.38	0.4%	1.1%	2.7%	2.8%	3.1%	5.5%	1.5%	9.2%	20.2%	35.5%	22.4%	36.9%	-5.7%	Feb '26
Healthcare	159.43	-0.5%	0.7%	6.2%	8.9%	1.1%	20.9%	14.5%	3.4%	22.5%	32.4%	22.5%	38.6%	-3.0%	Jul '26
Utilities	45.93	2.2%	1.6%	2.7%	2.4%	8.3%	10.3%	16.0%	8.3%	45.9%	63.4%	47.3%	66.2%	-3.1%	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	156.19	-0.06%	-0.8%	-0.9%	4.0%	7.9%	20.9%	22.4%	10.4%	66.4%	66.4%	57.6%	114.2%	-2.4%	Jun '26
MSCI Emerging Markets	64.99	-0.5%	-0.9%	-8.7%	2.5%	10.7%	33.4%	34.0%	18.8%	72.3%	36.5%	45.7%	105.2%	-8.7%	Jun '26
FTSE Europe	89.09	0.4%	0.0%	1.0%	2.2%	3.7%	16.2%	35.8%	7.1%	52.4%	54.3%	48.2%	117.2%	-1.1%	Feb '26
MSCI Japan	92.19	-0.6%	-1.4%	-4.9%	5.0%	8.6%	31.1%	25.9%	14.2%	60.4%	53.2%	52.2%	107.3%	-4.9%	Jun '26
MSCI India	48.22	-1.1%	-1.0%	-3.4%	-3.5%	-6.9%	-11.7%	2.7%	-10.8%	9.5%	16.6%	4.5%	20.0%	-18.0%	Sep '24
MSCI China	53.57	-0.8%	-1.1%	1.3%	-8.1%	-14.7%	-7.6%	31.0%	-10.8%	26.6%	-22.8%	-5.4%	44.9%	-19.0%	Oct '25
International Bond	47.80	-0.06%	-0.5%	-1.0%	-0.6%	-0.5%	0.7%	2.9%	-0.2%	11.4%	-0.5%	1.2%	17.2%	-2.2%	Feb '26
iShares Latin America	35.41	2.1%	2.2%	4.2%	-4.9%	2.7%	44.2%	52.7%	16.3%	47.4%	66.6%	101.4%	80.7%	-7.1%	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	687.03	-0.12%	-1.0%	0.1%	5.1%	8.8%	19.9%	17.8%	9.9%	71.4%	83.6%	66.2%	120.2%	-1.6%	Jun '26
US Large Growth	120.92	-0.3%	-2.2%	-0.7%	1.0%	3.9%	12.8%	19.8%	2.3%	82.9%	93.5%	74.1%	151.3%	-6.1%	Jun '26
US Large Value	247.52	0.03%	0.1%	1.6%	9.3%	13.1%	27.0%	15.7%	18.1%	60.7%	71.9%	59.7%	93.8%	-0.8%	Jul '26

US MidCap Blend	80.49	0.02%	0.0%	0.0%	5.1%	7.7%	16.4%	17.0%	11.4%	66.7%	79.8%	64.2%	112.3%	-0.6%	Jul '26
US MidCap Growth	295.65	-0.5%	-1.1%	-3.6%	4.3%	4.4%	3.4%	10.7%	6.1%	42.7%	28.2%	21.3%	79.0%	-3.6%	Jun '26
US MidCap Value	202.75	0.4%	0.8%	3.0%	5.6%	9.8%	21.7%	12.1%	14.9%	50.2%	62.4%	48.5%	79.5%	-0.3%	Jul '26

US Small Blend	296.19	-0.3%	-0.3%	-0.4%	4.2%	7.1%	22.3%	8.9%	15.3%	50.0%	45.4%	38.9%	80.2%	-2.3%	Jun '26
US Small Growth	376.18	-1.4%	-1.7%	-4.5%	4.9%	6.4%	29.7%	12.9%	16.5%	53.7%	30.1%	30.6%	85.4%	-4.5%	Jun '26
US Small Value	222.05	-0.4%	0.3%	1.9%	7.7%	11.9%	35.8%	12.4%	22.9%	58.4%	55.1%	43.5%	80.7%	-1.0%	Jul '26

Foreign Large Blend	104.25	0.2%	-0.4%	-0.3%	2.2%	4.9%	18.8%	31.6%	8.6%	52.5%	52.9%	48.9%	107.0%	-1.3%	Feb '26
Foreign Growth	120.80	-0.2%	-1.2%	-3.7%	1.1%	1.6%	11.0%	20.7%	6.0%	32.1%	20.8%	17.2%	77.6%	-3.7%	Jun '26
Foreign Value	79.44	0.6%	0.5%	3.4%	3.3%	8.0%	26.6%	42.2%	11.2%	74.6%	89.8%	86.3%	139.0%	-0.6%	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	23.05		0%	0.7%	0.7%	0.2%	0.5%	0.9%	3.6%	0.8%	18.7%	28.6%	26.3%	32.1%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.61		0.02%	0.1%	-0.1%	0.4%	1.3%	4.0%	5.2%	1.6%	19.2%	25.8%	25.3%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.38		-0.05%	-0.4%	0.1%	-0.8%	-0.9%	2.3%	6.9%	-0.9%	20.4%	27.4%	25.8%	32.1%	-1.4%	May '26
Interval CEF- Cliffwater	10.28	p	EOD	0.1%	0.5%	1.5%	2.8%	6.9%	8.9%	3.2%	33.9%	58.3%	51.9%	45.0%	NewNew Peak	Jul '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	58.96		0.02%	-0.8%	-0.1%	4.1%	8.8%	19.8%	17.7%	10.7%	77.3%	117.7%	106.5%	128.1%	-0.9%	Jul '26
Int’l Min Volatility- Franklin	42.40		0.8%	1.7%	4.3%	4.8%	12.4%	32.3%	27.1%	15.6%	80.5%	115.9%	106.2%	121.3%	NewNew Peak	Jul '26
MidCap 30 - Hennessy (hi fee)	28.38	p	EOD	0.6%	-1.5%	5.0%	8.6%	22.1%	3.0%	16.9%	73.0%	125.3%	118.3%	124.4%	-4.3%	Jun '26
Small Value- Avantis	125.92		-0.11%	1.0%	2.9%	6.6%	14.5%	33.9%	7.4%	23.8%	61.9%	90.3%	67.5%	92.3%	-0.2%	Jul '26
Mid Value- Pacer Cash Cows	64.38		-0.3%	0.6%	4.7%	2.2%	4.0%	15.5%	9.0%	7.3%	36.1%	64.7%	48.3%	60.5%	-1.7%	Jun '26
Growth- S&P Momentum	150.07		0.2%	0.0%	-7.2%	16.2%	27.6%	33.9%	26.6%	26.1%	170.0%	161.7%	145.0%	201.1%	-7.2%	Jun '26
Invesco S&P Quality	85.12		-0.7%	-1.1%	-4.9%	6.2%	11.0%	19.9%	13.2%	13.8%	70.9%	84.1%	69.4%	123.2%	-5.5%	Jun '26
Rotation Factor- BlackRock	67.79		-0.01%	-0.4%	0.1%	6.3%	11.9%	23.2%	20.0%	11.8%	89.7%	103.8%	88.9%	156.0%	-0.5%	Jul '26
US Min Volatility- Fidelity	69.78		-0.03%	-0.2%	3.0%	2.1%	3.9%	10.8%	11.8%	5.0%	42.9%	54.1%	42.8%	74.2%	-0.9%	May '26
Derivative Income- JPMorgan	56.65		0.05%	0.1%	1.0%	-0.4%	-0.2%	5.9%	8.1%	1.7%	26.7%	40.0%	31.7%	50.3%	-3.4%	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	17.45	p	EOD	0.5%	0.5%	3.7%	10.4%	11.6%	6.5%	10.4%	31.4%	45.3%	42.9%	42.4%	NewNew Peak	Jul '26
Multistrategy- AQR	14.81	p	EOD	0.9%	0.2%	2.1%	5.2%	14.5%	16.4%	5.7%	45.9%	77.6%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.07	p	EOD	0.8%	0.1%	3.9%	2.2%	16.2%	34.4%	-0.4%	93.4%	183.0%	157.1%	145.2%	-1.0%	Dec '25
Mkt Neutral- BlackRock	16.39	p	EOD	0.6%	-0.5%	6.7%	12.6%	25.1%	18.3%	12.4%	76.2%	85.5%	90.0%	90.7%	-0.7%	Jun '26
Multi Strategy- Variant	25.92	p	EOD	0.2%	0.6%	1.4%	3.4%	6.7%	7.2%	3.0%	20.9%	43.2%	37.9%	29.2%	NewNew Peak	Jul '26
Long Short- First Trust	75.31		0.2%	0.8%	0.6%	3.9%	5.8%	14.0%	9.1%	6.2%	45.4%	62.7%	52.5%	68.6%	NewNew Peak	Jul '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)	342.09	-1.5%	-7.8%	-2.2%	0.8%	3.6%	79.2%	66.0%	9.4%	187.4%	168.6%	137.9%	253.5%	-15.0%	May '26
Meta (Communications)	627.17	-2.6%	-7.9%	11.2%	-7.0%	-3.1%	-10.8%	13.1%	-4.9%	114.8%	80.0%	86.7%	395.8%	-20.4%	Aug '25
Amazon (Cyclical)	244.85	-1.1%	-4.0%	5.2%	-4.1%	4.5%	7.6%	5.2%	6.1%	88.3%	34.6%	43.7%	116.9%	-11.0%	May '26
Tesla (Cyclical)	374.01	-1.3%	-5.2%	-7.7%	-3.5%	-16.8%	12.6%	11.4%	-16.8%	43.8%	72.8%	-6.5%	72.2%	-23.7%	Dec '25
Procter & Gamble (Defensive)	149.13	0.7%	0.7%	1.0%	5.2%	0.9%	-3.8%	-12.3%	5.6%	4.7%	22.1%	2.7%	32.1%	-13.6%	Dec '24
PepsiCo (Defensive)	135.65	0.5%	0.2%	-3.6%	-11.8%	-5.2%	-4.4%	-1.8%	-4.6%	-21.6%	1.3%	-10.3%	-10.2%	-23.5%	May '23
Coca-Cola (Defensive)	82.20	0.3%	-0.3%	3.4%	10.1%	15.2%	20.6%	15.6%	18.4%	42.9%	67.7%	57.3%	65.4%	-3.2%	Jul '26
Exxon Mobil (Energy)	154.45	1.8%	6.9%	11.5%	4.0%	17.1%	46.8%	16.0%	30.1%	64.3%	225.0%	184.0%	77.7%	-9.3%	Mar '26
Chevron (Energy)	192.98	1.0%	6.3%	10.2%	3.6%	16.9%	32.8%	10.1%	27.9%	36.7%	137.6%	92.0%	41.3%	-8.6%	Mar '26
JPMorgan Chase (Financial)	348.21	0.9%	0.4%	5.0%	11.2%	15.3%	21.2%	37.3%	9.1%	139.0%	160.3%	141.5%	265.4%	NewNew Peak	Jul '26
Visa (Financial)	353.42	-0.7%	-0.5%	8.2%	13.8%	8.7%	1.2%	11.8%	1.2%	51.1%	50.3%	65.2%	104.1%	-4.6%	Jun '25
Mastercard (Financial)	531.98	-1.2%	-0.6%	9.9%	4.3%	0.0%	-4.4%	9.0%	-6.5%	36.0%	43.1%	47.3%	91.7%	-10.8%	Aug '25
Bank of America (Financial)	61.62	0.7%	0.0%	7.4%	16.0%	18.1%	31.1%	28.0%	12.7%	106.6%	82.5%	48.6%	125.8%	NewNew Peak	Jul '26
UnitedHealth (Health)	431.31	-1.2%	3.1%	6.1%	22.0%	22.6%	54.4%	-33.1%	31.7%	-10.0%	12.6%	-7.4%	-7.9%	-28.5%	Nov '24
Johnson & Johnson (Health)	255.63	2.0%	3.5%	10.5%	13.1%	17.6%	55.1%	47.5%	24.2%	63.0%	72.1%	68.4%	74.2%	-4.3%	Jul '26
Eli Lilly (Health)	1163.01	-1.1%	0.6%	5.5%	26.4%	7.3%	50.8%	40.2%	8.6%	157.1%	411.2%	345.8%	269.2%	-5.9%	Jul '26
Union Pacific (Industrials)	292.56	-0.2%	1.5%	12.6%	17.3%	27.1%	29.8%	3.9%	27.1%	43.6%	48.4%	30.3%	65.2%	-3.0%	Jul '26
Honeywell (Industrials)	232.99	1.4%	4.6%	2.1%	6.5%	5.8%	6.8%	-6.4%	20.7%	26.4%	17.8%	31.5%	55.0%	-48.8%	Jun '26
Nvidia (IT)	212.06	2.3%	-0.2%	1.6%	4.7%	14.7%	27.0%	38.9%	13.7%	379.0%	984.7%	605.4%	1746.4%	-10.0%	May '26
Broadcom (IT)	396.81	2.7%	0.6%	1.2%	-6.1%	22.2%	43.3%	50.6%	14.9%	358.0%	813.6%	547.2%	874.0%	-17.6%	Jun '26
Adobe (IT)	218.36	-3.9%	-2.8%	12.0%	-14.7%	-27.1%	-41.4%	-21.3%	-37.6%	-58.0%	-65.0%	-61.3%	-23.7%	-65.6%	Feb '24
Oracle (IT)	125.84	-1.0%	-5.0%	-28.1%	-32.9%	-29.1%	-46.7%	18.1%	-35.0%	10.4%	47.9%	52.1%	106.0%	-61.4%	Sep '25
salesforce.com (IT)	163.00	-4.2%	-2.4%	8.6%	-14.1%	-28.4%	-37.8%	-20.2%	-38.3%	-27.5%	-33.4%	-35.3%	16.2%	-55.2%	Dec '24
Linde PLC (Materials)	508.67	0.7%	-1.1%	-1.6%	2.8%	14.5%	8.9%	3.2%	19.7%	37.0%	83.8%	59.2%	96.1%	-6.9%	Jul '26
Sherwin-Williams (Materials)	319.91	0.5%	-3.7%	0.9%	-4.5%	-8.6%	-5.3%	-3.8%	-1.1%	21.9%	18.5%	-1.9%	63.9%	-19.1%	Nov '24
American Tower (Real Estate)	166.06	1.6%	-1.5%	-5.9%	-5.8%	-5.2%	-26.5%	-0.9%	-4.5%	-1.2%	-31.7%	-33.5%	1.7%	-27.3%	Sep '24
Prologis Inc. (Real Estate)	144.70	-3.5%	0.9%	0.6%	2.3%	15.2%	35.8%	25.1%	14.3%	26.0%	30.5%	-0.3%	60.8%	-3.6%	Jul '26
NextEra Energy (Utilities)	89.41	1.7%	0.3%	3.9%	-0.7%	5.8%	17.8%	15.5%	12.1%	27.8%	33.0%	9.5%	35.7%	-8.7%	Apr '26
Duke Energy (Utilities)	127.95	1.6%	2.9%	3.6%	3.0%	10.6%	9.7%	12.7%	11.0%	51.5%	50.8%	47.2%	72.2%	-3.3%	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	15.89	p	EOD	-0.4%	-0.6%	0.4%	1.6%	6.5%	9.4%	2.3%	21.7%	10.4%	10.8%	32.7%	-1.0%	Jun '26
Moderate-60% Stock	68.60		-0.03%	-0.7%	-1.4%	1.7%	4.3%	13.4%	16.4%	6.0%	42.4%	37.1%	33.2%	69.1%	-1.8%	Jun '26
Mod Agg-80% Stock	55.03	p	EOD	-0.6%	-0.8%	3.4%	6.7%	18.3%	19.6%	9.3%	54.9%	50.7%	45.1%	90.7%	-1.4%	Jun '26
Aggressive-90% Stock	34.24	p	EOD	-0.7%	-0.9%	5.0%	9.8%	23.5%	20.9%	13.1%	61.0%	55.9%	48.7%	98.6%	-1.0%	Jul '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	65890.49	-0.9%	1.8%	3.0%	-15.7%	-26.3%	-45.1%	-6.3%	-24.7%	120.3%	103.9%	41.8%	243.9%	-47.2%	Oct '25
Ethereum	1926.66	-0.09%	0.5%	11.6%	-18.9%	-34.7%	-48.6%	-11.0%	-35.1%	1.8%	-4.9%	-48.8%	48.8%	-60.1%	Aug '25
BNB	570.22	-0.6%	-1.7%	-3.3%	-10.6%	-35.7%	-27.5%	23.1%	-33.9%	133.9%	94.2%	11.3%	110.4%	-56.5%	Oct '25
Solana	77.77	-0.4%	0.7%	8.2%	-10.5%	-39.4%	-62.2%	-34.2%	-37.5%	204.5%	180.7%	-54.3%	149.5%	-70.3%	Jan '25
Bitcoin ETF	37.34	-0.9%	1.4%	2.3%	-16.6%	-26.3%	-44.9%	-6.4%	-24.8%	-	-	-	-	-47.6%	Oct '25
Grayscale Bitcoin (hi fee)	51.08	-0.8%	1.5%	2.2%	-16.8%	-26.8%	-45.6%	-7.6%	-25.3%	184.5%	109.0%	65.0%	404.4%	-48.1%	Oct '25
Bloomberg Commodities	24.47	0.9%	2.9%	7.4%	0.5%	16.8%	33.2%	14.9%	25.3%	44.3%	65.3%	59.1%	38.0%	-5.6%	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	5.15	0.3%	1.3%	4.0%	5.0%	6.2%	5.0%	1.1%	6.3%	31.7%	170.6%	155.3%	32.5%	-0.7%	May '26
10yr Treasury rate	4.66	0.6%	2.5%	3.3%	8.5%	9.6%	7.4%	-9.0%	11.9%	21.4%	268.1%	186.1%	19.3%	-6.6%	Oct '23
5yr Treasury rate	4.41	0.8%	3.6%	2.8%	12.6%	14.6%	13.7%	-15.0%	18.4%	7.7%	519.0%	222.9%	7.2%	-11.2%	Oct '23
13-week T-bill	3.75	0.4%	1.5%	1.8%	4.2%	4.4%	-11.5%	-15.7%	5.6%	-28.6%	8609.3%	6966.0%	6.0%	-30.0%	Oct '23
Crude Oil	86.42	1.8%	8.6%	15.5%	-7.0%	45.6%	30.5%	-19.9%	50.5%	12.1%	20.2%	13.6%	-1.0%	-23.5%	Apr '26
Gold	4140.00	1.7%	2.4%	-1.0%	-12.5%	-15.7%	20.4%	64.5%	-4.3%	110.8%	129.4%	130.1%	147.9%	-22.2%	Jan '26
USD/EUR	0.88	-0.10%	0.5%	0.1%	2.5%	2.3%	2.8%	-11.4%	2.9%	-	3.1%	-0.4%	-15.0%	-10.3%	Jan '25
USD/JPY	163.16	-0.02%	0.7%	1.0%	2.3%	3.0%	11.2%	-0.4%	4.3%	-	48.1%	41.7%	11.2%	NewNew Peak	Jul '26
S&P 500 Volatility Index	16.64	-2.4%	6.2%	-3.7%	-12.1%	6.4%	0.8%	-13.8%	11.3%	22.4%	-5.9%	0.2%	-50.4%	-68.2%	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	50.40		-0.05%	-0.1%	-0.2%	-0.1%	0.6%	3.3%	6.1%	0.7%	18.0%	17.8%	18.1%	23.3%	-0.5%	Jun '26
Interm Muni- JPMorgan	49.96		-0.3%	-0.6%	-1.0%	-0.8%	-0.3%	4.6%	4.3%	0.1%	9.4%	4.0%	4.4%	15.9%	-1.7%	Feb '26
Interm Bond- Janus MSB	44.48		-0.3%	-0.8%	-1.1%	-2.0%	-1.2%	3.8%	8.8%	-0.9%	12.7%	2.0%	2.6%	19.2%	-3.1%	Feb '26
Interm Bond- Vanguard	75.62		-0.2%	-0.7%	-0.9%	-2.0%	-1.4%	1.7%	8.5%	-1.5%	12.0%	-1.8%	0.5%	18.1%	-3.3%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.7%	1.2%	2.2%	6.8%	8.2%	3.0%	30.0%	35.5%	32.0%	38.8%	NewNew Peak	Jul '26
Int’l Bond- JPMorgan	47.82		-0.10%	-0.5%	-0.9%	-0.6%	-0.8%	2.7%	8.2%	-0.1%	17.5%	13.5%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	72.64		-0.2%	-1.1%	-3.3%	-3.5%	-3.6%	1.3%	7.2%	-2.5%	7.8%	-16.2%	-13.8%	21.7%	-5.4%	Oct '25
Long CA Muni- PIMCO	9.36	p	EOD	-0.5%	-0.5%	-0.2%	0.2%	5.5%	3.3%	0.3%	8.7%	0.3%	0.5%	15.6%	-1.2%	Feb '26
Long Muni- iShares	56.81		-0.3%	-0.8%	-1.2%	-0.8%	-0.6%	5.4%	3.4%	-0.2%	7.7%	1.5%	1.8%	13.6%	-2.0%	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