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VISUALIZEPLANPROSPER
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MANAGEMENT

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S&P 500

New Peak
Return
89.1%
[
20.9%
annualized]
 
Dec 30 2022 - May 05 2026

DJIA (Large Value)

-1.8%
BelowPeak Feb '26
Return
48.7%
[
12.6%
annualized]
 
Dec 30 2022 - May 05 2026

Russell 2000 (Small Cap)

New Peak
Return
61.5%
[
15.4%
annualized]
 
Dec 30 2022 - May 05 2026

Performance Range:

As of May 05 11:50 PM EDT, next update on next market open
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 IndexesSymbolLast1 DayYTDBelow PeakPeak Date
S&P 500
7259.22
0.8%
6.0%
New Peak
May '26
DJIA (Large Value)
49298.25
0.7%
2.6%
-1.8%
Feb '26
Russell 2000 (Small Cap)
2845.00
1.8%
14.6%
New Peak
May '26
NASDAQ Comp (Tech/Growth)
25326.13
1.0%
9.0%
New Peak
May '26
Aggregate Bond
98.77
0.2%
-0.1%
-2.0%
Feb '26
Corp Bond
108.65
0.4%
-0.3%
-2.0%
Feb '26
High Yield Bond
79.92
0.2%
0.6%
-0.9%
Apr '26
Preferred
31.45
0.6%
2.7%
-0.6%
Feb '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
51.53
1.7%
14.1%
-3.5%
Feb '26
Consumer Discretionary/Cyclical
118.07
0.3%
-0.9%
-5.0%
Jan '26
Financial Services
51.59
0.02%
-5.3%
-8.1%
Jan '26
Real Estate
95.76
0.3%
9.4%
-1.3%
Apr '26
Communication Services
115.63
-0.4%
-1.5%
-3.4%
Jan '26
Energy
59.45
0.10%
33.8%
-5.0%
Mar '26
Industrials
172.41
0.8%
11.5%
-3.4%
Mar '26
Technology
165.63
2.2%
15.2%
New Peak
May '26
Consumer Staples/Defensive
84.06
0.6%
8.8%
-6.1%
Feb '26
Healthcare
145.30
0.4%
-5.8%
-8.9%
Feb '26
Utilities
46.37
0%
9.4%
-2.2%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
152.35
1.1%
7.7%
New Peak
May '26
MSCI Emerging Markets
65.40
2.0%
19.5%
New Peak
May '26
FTSE Europe
86.87
1.6%
4.4%
-3.6%
Feb '26
MSCI Japan
89.26
1.3%
10.6%
-5.0%
Feb '26
MSCI India
49.16
1.1%
-9.0%
-16.4%
Sep '24
MSCI China
57.22
-0.1%
-4.7%
-13.5%
Oct '25
International Bond
47.89
0.10%
-0.2%
-2.2%
Feb '26
iShares Latin America
36.34
1.6%
19.3%
-4.6%
Apr '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
665.30
0.8%
6.4%
New Peak
May '26
US Large Growth
120.41
0.5%
1.9%
-1.6%
Oct '25
US Large Value
232.03
1.1%
10.7%
New Peak
May '26
US MidCap Blend
77.70
0.8%
7.5%
New Peak
May '26
US MidCap Growth
289.14
1.1%
3.8%
-2.7%
Oct '25
US MidCap Value
193.74
0.5%
9.8%
-0.5%
Apr '26
US Small Blend
286.69
1.2%
11.6%
New Peak
May '26
US Small Growth
368.21
1.9%
14.0%
New Peak
May '26
US Small Value
209.61
1.5%
16.0%
New Peak
May '26
Foreign Large Blend
102.04
1.3%
6.3%
-3.4%
Feb '26
Foreign Growth
119.56
1.8%
5.0%
-3.1%
Feb '26
Foreign Value
77.03
1.1%
7.9%
-3.6%
Feb '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.00
0.09%
-0.1%
-0.9%
Jan '26
Ultra Short- Janus AAA CLO
50.56
0.04%
1.1%
-0.3%
Apr '26
Bank Loan- Invesco
20.63
0.1%
0.3%
New Peak
May '26
Interval CEF- Cliffwater
10.39
0.10%
1.9%
New Peak
May '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
57.38
0.8%
7.8%
New Peak
May '26
Int’l Min Volatility- Franklin
40.80
1.1%
11.2%
-1.5%
Feb '26
MidCap 30 - Hennessy (hi fee)
28.16
2.1%
16.0%
New Peak
May '26
Small Value- Avantis
120.16
1.3%
18.1%
New Peak
May '26
Mid Value- Pacer Cash Cows
63.66
0.7%
6.1%
-1.7%
Feb '26
Growth- S&P Momentum
137.88
2.6%
15.9%
New Peak
May '26
Invesco S&P Quality
81.67
1.4%
9.2%
New Peak
May '26
Rotation Factor- BlackRock
64.53
0.9%
6.4%
New Peak
May '26
US Min Volatility- Fidelity
69.15
0.4%
4.0%
New Peak
May '26
Derivative Income- JPMorgan
56.50
-0.3%
0.6%
-4.4%
Feb '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
17.20
0%
8.8%
New Peak
May '26
Multistrategy- AQR
14.68
-0.07%
4.8%
-0.1%
May '26
Long Short- AQR
20.55
0.1%
-2.9%
-3.5%
Dec '25
Mkt Neutral- BlackRock
15.67
0.6%
7.5%
New Peak
May '26
Multi Strategy- Variant
26.02
0%
1.9%
New Peak
May '26
Long Short- First Trust
73.88
0.9%
4.2%
New Peak
May '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
388.43
1.4%
24.2%
New Peak
May '26
Meta (Communications)
604.96
-0.9%
-8.3%
-23.2%
Aug '25
Amazon (Cyclical)
273.55
0.6%
18.5%
New Peak
May '26
Tesla (Cyclical)
389.37
-0.8%
-13.4%
-20.5%
Dec '25
Procter & Gamble (Defensive)
144.90
1.0%
2.6%
-16.0%
Dec '24
PepsiCo (Defensive)
155.04
0.3%
9.0%
-12.5%
May '23
Coca-Cola (Defensive)
78.48
0.4%
13.0%
-3.1%
Feb '26
Exxon Mobil (Energy)
154.88
0.8%
29.6%
-9.7%
Mar '26
Chevron (Energy)
192.64
0.2%
27.6%
-8.8%
Mar '26
JPMorgan Chase (Financial)
309.40
0.6%
-3.1%
-7.1%
Jan '26
Visa (Financial)
322.03
-1.5%
-8.0%
-13.2%
Jun '25
Mastercard (Financial)
497.08
-1.5%
-12.6%
-16.6%
Aug '25
Bank of America (Financial)
53.12
1.8%
-2.9%
-6.7%
Jan '26
UnitedHealth (Health)
363.87
-1.9%
11.1%
-39.7%
Nov '24
Johnson & Johnson (Health)
225.55
0.6%
9.6%
-9.3%
Mar '26
Eli Lilly (Health)
988.87
2.2%
-7.8%
-10.8%
Nov '25
Union Pacific (Industrials)
264.01
0.2%
14.7%
-2.7%
Apr '26
Honeywell (Industrials)
209.06
-0.3%
7.7%
-15.7%
Mar '26
Nvidia (IT)
196.50
-1.0%
5.4%
-9.3%
Apr '26
Broadcom (IT)
427.36
2.6%
23.7%
New Peak
May '26
Adobe (IT)
255.62
0.7%
-27.0%
-59.7%
Feb '24
Oracle (IT)
185.35
2.8%
-4.3%
-43.1%
Sep '25
salesforce.com (IT)
186.99
0.8%
-29.2%
-48.7%
Dec '24
Linde PLC (Materials)
500.29
1.4%
17.7%
-2.0%
Apr '26
Sherwin-Williams (Materials)
312.46
0.6%
-3.4%
-21.0%
Nov '24
American Tower (Real Estate)
178.12
-1.5%
2.5%
-22.1%
Sep '24
Prologis Inc. (Real Estate)
140.27
1.1%
10.8%
-3.3%
Apr '26
NextEra Energy (Utilities)
96.28
0.8%
20.7%
-1.6%
Apr '26
Duke Energy (Utilities)
127.58
0.10%
9.8%
-4.4%
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
15.92
0.3%
1.7%
-0.7%
Feb '26
Moderate-60% Stock
67.93
0.7%
5.0%
New Peak
May '26
Mod Agg-80% Stock
54.14
0.8%
6.7%
New Peak
May '26
Aggressive-90% Stock
33.14
0.9%
9.5%
New Peak
May '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
80937.36
1.4%
-7.5%
-35.1%
Oct '25
Ethereum
2376.99
1.3%
-19.9%
-50.8%
Aug '25
BNB
628.45
0.9%
-27.2%
-52.0%
Oct '25
Solana
84.87
0.9%
-31.8%
-67.6%
Jan '25
Bitcoin ETF
46.28
1.9%
-6.8%
-35.1%
Oct '25
Grayscale Bitcoin (hi fee)
63.46
2.0%
-7.2%
-35.5%
Oct '25
Bloomberg Commodities
25.39
-0.5%
30.0%
-0.5%
May '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.98
-0.8%
3.0%
-2.3%
Oct '23
10yr Treasury rate
4.42
-0.7%
6.1%
-11.5%
Oct '23
5yr Treasury rate
4.07
-0.5%
9.4%
-17.9%
Oct '23
13-week T-bill
3.60
0.3%
1.5%
-32.7%
Oct '23
Crude Oil
100.45
-1.8%
74.9%
-11.1%
Apr '26
Gold
4659.60
2.3%
7.7%
-12.4%
Jan '26
USD/EUR
0.85
0%
0.2%
-12.6%
Jan '25
USD/JPY
157.80
0.07%
0.9%
-2.4%
Jul '24
S&P 500 Volatility Index
17.38
-5.0%
16.3%
-66.8%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.69
0.04%
0.9%
New Peak
May '26
Interm Muni- JPMorgan
50.27
0.04%
0.4%
-1.4%
Feb '26
Interm Bond- Janus MSB
45.13
0.3%
0.1%
-2.1%
Feb '26
Interm Bond- Vanguard
76.69
0.1%
-0.5%
-2.3%
Feb '26
Multisector Bond- Intrepid
8.96
0.11%
1.7%
New Peak
May '26
Int’l Bond- JPMorgan
47.90
0.1%
-0.5%
-2.3%
Feb '26
Long Bond- Vanguard
74.61
0.6%
-0.3%
-3.3%
Oct '25
Long CA Muni- PIMCO
9.40
0%
0.4%
-1.1%
Feb '26
Long Muni- iShares
57.12
0.02%
0.1%
-1.7%
Feb '26

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