VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT
Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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S&P 500
BelowPeak May '26
Return
93.0%
[ 21.5%
annualized]Dec 30 2022 - May 15 2026
DJIA (Large Value)
BelowPeak Feb '26
Return
49.4%
[ 12.6%
annualized]Dec 30 2022 - May 15 2026
Russell 2000 (Small Cap)
BelowPeak May '26
Return
58.6%
[ 14.6%
annualized]Dec 30 2022 - May 15 2026
Performance Range:
As of May 15 04:40 PM EDT, next update at 04:50 PM1)% 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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