VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT
Your Al Research Analyst for investment management, performance monitoring, and client presentations. Learn More
S&P 500 (Large Cap)
Return
54.8%
[ 12.3%
annualized]Dec 31 2020 - Oct 11 2024
DJIA (Large Value)
Return
40.0%
[ 9.3%
annualized]Dec 31 2020 - Oct 11 2024
Russell 2000 (Small Cap)
Return
13.1%
[ 3.3%
annualized]Dec 31 2020 - Oct 11 2024
Below
Peak
Nov '21
Performance Range:
As of Oct 14 4:00 PM EDT Market Closed1)% 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.
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