VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

96.1%

[

21.0%

annualized]

Dec 30 2022 - Jul 09 2026

DJIA (Large Value)

Return

58.5%

[

13.9%

annualized]

Dec 30 2022 - Jul 09 2026

Russell 2000 (Small Cap)

Return

69.8%

[

16.2%

annualized]

Dec 30 2022 - Jul 09 2026

VideosAll →

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

2:51

VizWealth sample Model Portfolios

2:21

VizWealth thoughts on Gold & Silver

2:31

VizWealth Understanding Risk & Reward

3:26

VizWealth - Market Leadership has shifted to Internationals

2:04

Performance Range:

As of Jul 09 12:10 PM EDT, next update at 12:20 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	7531.12	0.6%	0.6%	2.0%	10.4%	8.1%	20.2%	16.4%	10.0%	71.2%	72.4%	57.0%	110.5%	-1.0%	Jun '26
DJIA (Large Value)	52525.76	0.3%	-0.7%	3.3%	9.0%	6.1%	18.1%	13.0%	9.3%	55.7%	50.6%	43.6%	79.8%	-1.0%	Jul '26
Russell 2000 (Small Cap)	2989.86	1.1%	-0.2%	4.3%	13.4%	13.9%	32.7%	11.3%	20.5%	60.3%	31.1%	31.6%	77.1%	-1.1%	Jun '26
NASDAQ Comp (Tech/Growth)	26101.24	0.9%	1.0%	1.6%	14.4%	10.3%	26.6%	20.4%	12.3%	91.1%	77.5%	64.9%	150.6%	-3.7%	Jun '26
Aggregate Bond	98.21	0.2%	-0.4%	-0.2%	-1.0%	-0.7%	3.0%	7.2%	-0.4%	13.1%	-1.1%	0.1%	16.9%	-2.2%	Feb '26
Corp Bond	107.87	0.2%	-0.7%	-0.5%	-1.1%	-1.0%	3.0%	7.9%	-0.6%	15.9%	-3.5%	-1.8%	24.4%	-2.3%	Feb '26
High Yield Bond	79.81	0.2%	0.1%	0.2%	-0.1%	0.5%	4.5%	8.6%	1.0%	27.8%	18.5%	17.6%	37.6%	-0.6%	May '26
Preferred	30.53	0.3%	0.2%	-1.2%	-0.6%	-1.8%	2.4%	4.9%	0.2%	18.8%	3.1%	1.4%	24.5%	-3.8%	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	50.45	0.6%	-3.0%	-0.6%	-2.4%	5.0%	11.5%	9.9%	11.7%	31.1%	33.7%	22.9%	57.8%	-5.5%	Feb '26
Consumer Discretionary/Cyclical	115.96	0.6%	-1.0%	0.1%	2.9%	-6.6%	6.5%	7.4%	-2.7%	40.0%	32.1%	14.3%	72.0%	-6.7%	Jan '26
Financial Services	55.60	1.2%	0.0%	6.0%	8.3%	0.3%	7.4%	14.9%	2.0%	72.9%	64.6%	51.4%	94.8%	-1.0%	Jul '26
Real Estate	97.37	0.6%	-0.7%	-0.3%	4.9%	10.0%	12.4%	3.3%	11.2%	29.8%	11.3%	0.0%	46.8%	-1.3%	Jun '26
Communication Services	109.50	0.04%	-0.1%	-1.8%	-4.2%	-6.8%	3.3%	23.1%	-6.7%	73.6%	40.8%	46.4%	138.8%	-8.5%	Jan '26
Energy	55.03	-1.0%	3.4%	-4.1%	-4.0%	18.7%	27.9%	7.9%	23.9%	48.8%	147.8%	123.1%	54.5%	-12.0%	Mar '26
Industrials	182.01	0.9%	-1.0%	3.7%	5.7%	12.7%	22.7%	19.3%	17.7%	78.5%	89.2%	85.2%	126.5%	-1.9%	Jul '26
Technology	186.03	2.6%	3.0%	2.9%	30.9%	27.4%	44.9%	24.6%	29.4%	121.4%	155.2%	119.0%	227.5%	-6.1%	Jun '26
Consumer Staples/Defensive	83.49	-1.1%	-1.8%	-0.7%	0.0%	5.9%	5.4%	1.5%	8.1%	22.4%	34.8%	21.1%	35.5%	-6.7%	Feb '26
Healthcare	161.57	-0.4%	-1.3%	4.5%	8.2%	3.1%	20.8%	14.5%	4.8%	31.1%	35.5%	24.2%	40.4%	-1.7%	Jul '26
Utilities	45.31	-0.12%	-1.0%	3.0%	-3.9%	7.3%	13.0%	16.0%	6.9%	50.6%	61.9%	45.3%	63.9%	-4.4%	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	157.03	0.7%	0.6%	1.6%	8.2%	8.5%	22.3%	22.4%	11.0%	73.1%	66.8%	58.5%	115.3%	-1.8%	Jun '26
MSCI Emerging Markets	66.88	1.0%	1.8%	1.6%	10.9%	17.0%	40.5%	34.0%	22.2%	81.5%	39.8%	49.9%	111.2%	-6.1%	Jun '26
FTSE Europe	88.59	0.5%	-0.9%	0.8%	2.1%	3.8%	14.5%	35.8%	6.5%	60.1%	51.7%	47.4%	116.0%	-1.6%	Feb '26
MSCI Japan	93.57	1.1%	0.5%	2.9%	6.1%	10.6%	32.5%	25.9%	15.9%	64.8%	53.3%	54.5%	110.4%	-3.5%	Jun '26
MSCI India	49.06	0.8%	-1.0%	3.2%	0.0%	-7.7%	-11.9%	2.7%	-9.2%	13.3%	19.0%	6.3%	22.1%	-16.5%	Sep '24
MSCI China	53.13	0.5%	4.4%	-2.2%	-7.1%	-14.6%	-1.5%	31.0%	-11.6%	26.9%	-23.6%	-6.1%	43.7%	-19.7%	Oct '25
International Bond	48.01	0.4%	-0.5%	0.0%	0.0%	-0.2%	1.4%	2.9%	0.2%	13.3%	0.7%	1.7%	17.7%	-1.8%	Feb '26
iShares Latin America	33.99	1.4%	0.9%	2.3%	-8.9%	6.7%	34.3%	52.7%	11.6%	45.3%	58.9%	93.4%	73.5%	-10.8%	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	689.73	0.7%	0.7%	1.8%	10.4%	8.4%	21.3%	17.8%	10.3%	77.5%	84.3%	66.9%	121.1%	-1.2%	Jun '26
US Large Growth	123.11	1.1%	1.6%	0.9%	10.6%	3.5%	15.8%	19.8%	4.1%	91.0%	98.5%	77.3%	155.9%	-4.4%	Jun '26
US Large Value	246.19	0.4%	-0.3%	3.4%	10.3%	13.6%	27.1%	15.7%	17.5%	66.3%	69.3%	58.9%	92.8%	-0.6%	Jul '26

US MidCap Blend	81.11	1.2%	0.8%	2.9%	8.8%	9.0%	18.4%	17.0%	12.2%	74.4%	79.5%	65.4%	113.9%	NewNew Peak	Jul '26
US MidCap Growth	304.92	2.0%	1.2%	3.8%	13.2%	6.9%	6.9%	10.7%	9.5%	53.0%	31.9%	25.1%	84.7%	-0.5%	Jun '26
US MidCap Value	200.79	0.7%	0.3%	2.2%	5.6%	10.2%	22.2%	12.1%	13.8%	54.4%	57.9%	47.0%	77.8%	NewNew Peak	Jul '26

US Small Blend	299.72	1.5%	-0.2%	2.9%	9.8%	10.7%	24.3%	8.9%	16.6%	58.3%	43.3%	40.5%	82.3%	-1.1%	Jun '26
US Small Growth	388.98	1.7%	0.6%	5.0%	16.9%	13.6%	33.3%	12.9%	20.5%	66.4%	30.3%	35.0%	91.7%	-1.3%	Jun '26
US Small Value	219.60	0.9%	-0.8%	3.5%	10.0%	15.2%	34.7%	12.4%	21.5%	65.5%	47.6%	41.9%	78.7%	-1.0%	Jul '26

Foreign Large Blend	104.04	0.7%	-0.3%	1.1%	2.1%	5.3%	17.9%	31.6%	8.3%	58.8%	50.9%	48.6%	106.6%	-1.5%	Feb '26
Foreign Growth	122.66	1.0%	-0.8%	1.4%	3.9%	3.0%	11.3%	20.7%	7.7%	38.8%	22.2%	19.0%	80.4%	-2.2%	Jun '26
Foreign Value	77.93	0.4%	0.1%	0.8%	0.5%	7.5%	24.2%	42.2%	9.1%	80.1%	82.8%	82.8%	134.5%	-2.5%	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	22.85		0.01%	-0.1%	-0.2%	0.0%	-0.5%	0.4%	3.6%	-0.1%	18.4%	27.8%	25.2%	30.9%	-1.1%	May '26
Ultra Short- Janus AAA CLO	50.54		0.03%	0.0%	0.0%	0.5%	1.4%	4.1%	5.2%	1.5%	20.0%	25.6%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.43		0.07%	0.4%	-0.2%	-0.1%	-0.9%	2.9%	6.9%	-0.6%	21.4%	27.8%	26.1%	32.4%	-1.1%	May '26
Interval CEF- Cliffwater	10.25	p	EOD	0.1%	0.5%	1.7%	2.7%	6.9%	8.9%	2.9%	34.2%	58.1%	51.4%	44.6%	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	59.09		0.6%	0.9%	2.3%	9.0%	8.7%	20.9%	17.7%	11.0%	83.1%	114.5%	107.0%	128.6%	-0.6%	Jun '26
Int’l Min Volatility- Franklin	41.11		-0.12%	0.1%	2.1%	-0.3%	10.2%	28.1%	27.1%	12.1%	80.9%	108.8%	99.9%	114.6%	-1.2%	May '26
MidCap 30 - Hennessy (hi fee)	28.16	p	EOD	-2.2%	1.3%	10.1%	9.9%	21.5%	3.0%	16.0%	76.7%	118.5%	116.6%	122.7%	-5.1%	Jun '26
Small Value- Avantis	123.39		0.8%	-0.1%	1.9%	6.9%	15.3%	31.5%	7.4%	21.3%	67.1%	77.7%	64.2%	88.4%	-1.2%	Jun '26
Mid Value- Pacer Cash Cows	63.84		0.3%	0.1%	0.3%	2.7%	3.3%	14.9%	9.0%	6.4%	41.9%	63.2%	47.1%	59.1%	-2.5%	Jun '26
Growth- S&P Momentum	154.25		2.4%	2.3%	4.6%	25.7%	28.9%	38.6%	26.6%	29.6%	187.3%	169.9%	151.8%	209.5%	-4.6%	Jun '26
Invesco S&P Quality	88.09		1.7%	0.3%	3.0%	11.3%	14.3%	23.9%	13.2%	17.8%	83.7%	91.1%	75.3%	131.0%	-2.2%	Jun '26
Rotation Factor- BlackRock	67.68		0.8%	0.8%	2.7%	10.6%	10.2%	24.4%	20.0%	11.6%	95.6%	103.5%	88.6%	155.6%	-0.5%	Jun '26
US Min Volatility- Fidelity	69.93		0.11%	-0.1%	1.1%	4.5%	3.6%	11.8%	11.8%	5.2%	47.3%	55.0%	43.1%	74.6%	-0.7%	May '26
Derivative Income- JPMorgan	56.63		0.2%	-0.1%	1.5%	-1.3%	-0.1%	6.4%	8.1%	1.6%	29.7%	40.8%	31.6%	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	17.34	p	EOD	0.4%	0.2%	4.3%	10.0%	12.4%	6.5%	9.7%	30.1%	44.1%	42.0%	41.5%	-0.6%	May '26
Multistrategy- AQR	14.53	p	EOD	0.5%	-1.4%	-0.5%	2.8%	11.8%	16.4%	3.7%	44.6%	74.4%	70.4%	52.2%	-2.6%	Jun '26
Long Short- AQR	20.55	p	EOD	1.2%	-1.7%	-0.9%	-2.2%	11.6%	34.4%	-2.9%	92.4%	174.5%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	16.10	p	EOD	0.2%	-0.9%	5.1%	8.9%	21.3%	18.3%	10.4%	74.1%	82.1%	86.7%	87.3%	-2.5%	Jun '26
Multi Strategy- Variant	25.84	p	EOD	0.1%	0.2%	1.2%	2.7%	6.5%	7.2%	2.7%	21.1%	44.3%	37.4%	28.8%	NewNew Peak	Jul '26
Long Short- First Trust	74.47		0.4%	0.8%	1.4%	2.9%	4.2%	13.7%	9.1%	5.0%	47.7%	59.5%	50.8%	66.7%	-0.5%	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)	353.93	-2.2%	-1.7%	-2.8%	11.1%	7.8%	100.8%	66.0%	13.2%	198.7%	184.3%	146.1%	265.8%	-12.1%	May '26
Meta (Communications)	611.59	1.4%	4.9%	4.6%	-2.7%	-6.3%	-16.3%	13.1%	-7.3%	112.2%	75.9%	82.1%	383.4%	-22.4%	Aug '25
Amazon (Cyclical)	241.15	-1.0%	-0.6%	-1.2%	3.2%	-2.5%	8.4%	5.2%	4.5%	85.8%	29.7%	41.5%	113.6%	-12.3%	May '26
Tesla (Cyclical)	399.74	1.4%	1.6%	0.8%	15.7%	-10.2%	35.1%	11.4%	-11.1%	45.7%	82.5%	0.0%	84.0%	-18.4%	Dec '25
Procter & Gamble (Defensive)	146.82	-1.1%	-3.0%	-1.2%	0.9%	5.0%	-4.1%	-12.3%	4.0%	6.7%	21.7%	1.1%	30.1%	-14.9%	Dec '24
PepsiCo (Defensive)	137.54	-3.5%	-4.6%	-3.7%	-12.7%	-0.8%	5.2%	-1.8%	-3.3%	-17.5%	6.7%	-9.1%	-9.0%	-22.4%	May '23
Coca-Cola (Defensive)	82.54	-1.0%	-1.9%	1.5%	5.6%	17.9%	21.4%	15.6%	18.9%	49.9%	74.6%	57.9%	66.1%	-1.9%	Jul '26
Exxon Mobil (Energy)	138.26	-2.0%	0.9%	-7.2%	-10.2%	12.5%	25.4%	16.0%	16.4%	48.2%	171.4%	154.2%	59.1%	-18.8%	Mar '26
Chevron (Energy)	174.51	-0.8%	3.1%	-6.6%	-8.3%	8.7%	17.7%	10.1%	15.6%	27.2%	104.0%	73.6%	27.8%	-17.4%	Mar '26
JPMorgan Chase (Financial)	336.33	1.7%	1.0%	7.6%	8.4%	2.7%	20.5%	37.3%	5.4%	147.8%	143.6%	133.3%	252.9%	-0.9%	Jul '26
Visa (Financial)	347.45	-0.02%	-4.1%	6.9%	12.9%	-0.3%	-2.1%	11.8%	-0.5%	50.3%	51.3%	62.4%	100.7%	-6.2%	Jun '25
Mastercard (Financial)	521.02	0.2%	-3.4%	5.2%	3.5%	-9.3%	-7.4%	9.0%	-8.4%	36.2%	43.7%	44.2%	87.7%	-12.6%	Aug '25
Bank of America (Financial)	59.28	1.7%	0.9%	8.9%	12.5%	6.7%	28.6%	28.0%	8.4%	122.8%	66.5%	42.9%	117.3%	-1.0%	Jul '26
UnitedHealth (Health)	429.65	1.0%	1.0%	4.0%	40.0%	25.9%	44.8%	-33.1%	31.2%	-1.7%	13.2%	-7.8%	-8.2%	-28.8%	Nov '24
Johnson & Johnson (Health)	259.28	-1.6%	-1.4%	9.4%	7.4%	27.5%	69.1%	47.5%	26.0%	76.7%	74.8%	70.8%	76.7%	-3.0%	Jul '26
Eli Lilly (Health)	1205.67	-0.8%	-0.7%	5.3%	26.4%	13.7%	54.3%	40.2%	12.6%	172.4%	437.9%	362.1%	282.8%	-2.4%	Jul '26
Union Pacific (Industrials)	283.83	1.0%	0.6%	4.6%	13.0%	24.9%	22.1%	3.9%	23.3%	48.9%	42.6%	26.4%	60.3%	NewNew Peak	Jul '26
Honeywell (Industrials)	221.03	0.3%	-3.8%	2.5%	-5.9%	7.7%	0.4%	-6.4%	14.5%	23.1%	16.0%	24.8%	47.0%	-51.4%	Jun '26
Nvidia (IT)	201.99	-1.0%	3.7%	-3.0%	9.8%	9.3%	24.0%	38.9%	8.3%	375.6%	909.8%	571.9%	1658.8%	-14.3%	May '26
Broadcom (IT)	400.78	3.1%	11.2%	2.2%	12.9%	16.4%	45.0%	50.6%	16.0%	389.9%	815.4%	553.6%	883.7%	-16.8%	Jun '26
Adobe (IT)	220.63	-0.1%	0.4%	-7.2%	-4.0%	-33.9%	-40.9%	-21.3%	-37.0%	-54.5%	-63.5%	-60.9%	-22.9%	-65.2%	Feb '24
Oracle (IT)	146.09	4.0%	4.1%	-29.0%	6.0%	-26.2%	-37.4%	18.1%	-24.6%	32.1%	78.1%	76.6%	139.2%	-55.2%	Sep '25
salesforce.com (IT)	162.93	-2.2%	-1.9%	-6.8%	-4.6%	-37.2%	-39.5%	-20.2%	-38.3%	-21.1%	-32.5%	-35.3%	16.2%	-55.3%	Dec '24
Linde PLC (Materials)	521.84	-1.1%	-4.5%	1.2%	3.7%	17.9%	11.9%	3.2%	22.8%	48.3%	90.2%	63.3%	101.2%	-4.5%	Jul '26
Sherwin-Williams (Materials)	332.30	0.5%	-5.7%	7.0%	-1.0%	-5.7%	-4.8%	-3.8%	2.8%	33.3%	25.5%	1.9%	70.2%	-15.9%	Nov '24
American Tower (Real Estate)	165.40	0.2%	-0.4%	-12.5%	-7.2%	-0.9%	-23.3%	-0.9%	-4.8%	-6.9%	-31.2%	-33.8%	1.3%	-27.6%	Sep '24
Prologis Inc. (Real Estate)	142.00	0.7%	1.8%	-3.7%	2.9%	10.6%	36.8%	25.1%	12.1%	27.2%	29.9%	-2.1%	57.8%	-3.8%	Jun '26
NextEra Energy (Utilities)	87.40	-0.04%	-1.1%	3.0%	-7.5%	10.2%	21.2%	15.5%	9.6%	31.6%	32.0%	7.0%	32.7%	-10.7%	Apr '26
Duke Energy (Utilities)	125.52	-1.0%	-3.1%	1.4%	-4.8%	9.3%	10.9%	12.7%	8.9%	56.9%	51.3%	44.4%	69.0%	-5.1%	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	15.91	p	EOD	-0.4%	0.3%	1.4%	1.7%	6.9%	9.4%	2.4%	24.2%	10.9%	10.9%	32.9%	-0.9%	Jun '26
Moderate-60% Stock	68.90		0.5%	-0.5%	0.6%	4.3%	4.9%	14.2%	16.4%	6.5%	46.4%	37.5%	33.8%	69.8%	-1.4%	Jun '26
Mod Agg-80% Stock	54.95	p	EOD	-0.3%	1.1%	6.2%	6.9%	18.8%	19.6%	9.1%	59.5%	50.0%	44.9%	90.4%	-1.6%	Jun '26
Aggressive-90% Stock	34.17	p	EOD	-0.2%	1.9%	8.3%	10.2%	23.9%	20.9%	12.9%	66.0%	55.0%	48.4%	98.2%	-1.2%	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	62792.91	0.9%	2.1%	1.9%	-12.5%	-30.6%	-43.6%	-6.3%	-28.2%	106.9%	85.8%	35.2%	227.8%	-49.7%	Oct '25
Ethereum	1737.61	-0.3%	2.3%	6.1%	-20.6%	-43.6%	-37.3%	-11.0%	-41.4%	-7.1%	-19.1%	-53.8%	34.2%	-64.0%	Aug '25
BNB	570.22	0.3%	2.2%	-3.8%	-5.4%	-36.3%	-14.8%	23.1%	-33.9%	142.0%	80.2%	11.3%	110.4%	-56.5%	Oct '25
Solana	77.50	-0.4%	-3.9%	19.3%	-7.0%	-42.9%	-50.7%	-34.2%	-37.7%	260.7%	133.0%	-54.5%	148.7%	-70.4%	Jan '25
Bitcoin ETF	35.58	1.0%	2.0%	1.2%	-13.0%	-30.5%	-44.0%	-6.4%	-28.3%	-	-	-	-	-50.1%	Oct '25
Grayscale Bitcoin (hi fee)	48.69	0.9%	2.2%	1.1%	-13.2%	-30.9%	-44.7%	-7.6%	-28.8%	172.1%	94.9%	57.3%	380.8%	-50.5%	Oct '25
Bloomberg Commodities	23.11	-0.2%	3.6%	-2.2%	-2.9%	15.6%	28.3%	14.9%	18.3%	42.2%	59.4%	50.2%	30.3%	-10.8%	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	5.06	-0.06%	1.5%	1.0%	3.4%	5.0%	3.8%	1.1%	4.6%	25.5%	155.4%	151.1%	30.3%	-2.3%	May '26
10yr Treasury rate	4.55	-0.5%	1.3%	0.4%	5.9%	9.0%	4.7%	-9.0%	9.2%	12.2%	235.2%	179.2%	16.5%	-8.9%	Oct '23
5yr Treasury rate	4.28	-0.7%	1.1%	0.6%	9.3%	13.9%	9.1%	-15.0%	14.9%	-1.4%	443.6%	213.4%	4.0%	-13.8%	Oct '23
13-week T-bill	3.69	-0.9%	0.5%	1.5%	2.8%	5.0%	-13.1%	-15.7%	4.0%	-29.3%	8476.7%	6858.5%	4.4%	-31.0%	Oct '23
Crude Oil	72.05	-2.0%	4.9%	-18.3%	-26.4%	21.9%	5.4%	-19.9%	25.5%	-2.5%	-3.4%	-5.3%	-17.4%	-36.2%	Apr '26
Gold	4137.40	1.6%	0.6%	-2.9%	-13.7%	-7.9%	24.9%	64.5%	-4.4%	114.8%	128.6%	129.9%	147.7%	-22.2%	Jan '26
USD/EUR	0.87	-0.2%	-0.2%	0.8%	2.2%	1.9%	2.5%	-11.4%	2.7%	-	-	-0.6%	-15.2%	-10.5%	Jan '25
USD/JPY	162.28	-0.2%	0.5%	1.2%	2.0%	3.4%	11.1%	-0.4%	3.8%	-	-	40.9%	10.6%	-0.2%	Jun '26
S&P 500 Volatility Index	16.13	-4.6%	-0.1%	-18.8%	-17.2%	11.3%	1.2%	-13.8%	7.9%	8.8%	-0.3%	-2.8%	-52.0%	-69.2%	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	50.42		-0.4%	-0.4%	0.0%	0.2%	0.7%	3.5%	6.1%	0.7%	18.9%	17.9%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.40		0.2%	-0.3%	-0.1%	0.4%	0.5%	4.8%	4.3%	1.0%	11.4%	5.3%	5.4%	17.0%	-0.8%	Feb '26
Interm Bond- Janus MSB	44.81		0.3%	-0.4%	-0.1%	-1.1%	-0.8%	4.5%	8.8%	-0.2%	15.6%	2.9%	3.3%	20.1%	-2.3%	Feb '26
Interm Bond- Vanguard	76.12		0.2%	-0.4%	-0.1%	-1.2%	-1.0%	2.7%	8.5%	-0.9%	14.9%	-0.5%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.93	p	EOD	0.1%	0.5%	1.7%	2.2%	7.0%	8.2%	2.6%	30.5%	35.0%	31.6%	38.3%	-0.1%	Jul '26
Int’l Bond- JPMorgan	48.12		0.05%	-0.3%	0.4%	0.4%	0.0%	3.5%	8.2%	0.5%	19.6%	14.4%	14.4%	28.5%	-1.3%	Feb '26
Long Bond- Vanguard	73.89		0.2%	-1.2%	-1.0%	-1.4%	-1.6%	3.0%	7.2%	-0.8%	13.0%	-13.7%	-12.3%	23.8%	-3.8%	Oct '25
Long CA Muni- PIMCO	9.43	p	EOD	-0.4%	0.3%	0.8%	0.7%	5.3%	3.3%	1.1%	10.6%	1.1%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.40		0.12%	-0.3%	0.1%	0.4%	0.3%	5.7%	3.4%	0.9%	9.8%	2.8%	2.9%	14.8%	-1.0%	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