VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

New Peak

Return

87.8%

[

20.8%

annualized]

Dec 30 2022 - Apr 30 2026

DJIA (Large Value)

-1.1%

BelowPeak Feb '26

Return

49.8%

[

12.9%

annualized]

Dec 30 2022 - Apr 30 2026

Russell 2000 (Small Cap)

New Peak

Return

59.0%

[

14.9%

annualized]

Dec 30 2022 - Apr 30 2026

Videos

All →

VizWealth thoughts on Gold & Silver

2:31

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

2:51

VizWealth - Market Leadership has shifted to Internationals

2:04

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

Performance Range:

As of Apr 30 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 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	7209.01	1.0%	0.6%	9.6%	3.9%	5.4%	28.6%	16.4%	5.3%	73.0%	72.4%	50.3%	101.5%	New Peak	Apr '26
DJIA (Large Value)	49652.14	1.6%	0.9%	6.6%	1.6%	4.4%	21.8%	13.0%	3.3%	45.8%	46.6%	35.7%	70.0%	-1.1%	Feb '26
Russell 2000 (Small Cap)	2799.91	2.2%	0.5%	11.4%	7.1%	12.9%	41.7%	11.3%	12.8%	58.3%	23.5%	23.2%	65.9%	New Peak	Apr '26
NASDAQ Comp (Tech/Growth)	24892.31	0.9%	0.2%	14.0%	6.1%	4.9%	40.5%	20.4%	7.1%	103.8%	78.3%	57.2%	139.0%	New Peak	Apr '26
Aggregate Bond	99.10	0.1%	-0.5%	0.1%	-0.1%	0.5%	4.4%	7.2%	0.2%	11.9%	0.9%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	108.85	0.11%	-0.7%	0.2%	-0.4%	0.1%	5.8%	7.9%	-0.1%	14.8%	0.3%	-1.3%	25.1%	-1.8%	Feb '26
High Yield Bond	80.38	0.3%	-0.1%	1.3%	0.6%	2.4%	8.3%	8.6%	1.2%	27.9%	20.7%	17.8%	37.9%	-0.3%	Apr '26
Preferred	31.45	0.9%	-0.2%	3.5%	0.4%	3.3%	10.6%	4.9%	2.7%	21.6%	8.7%	4.0%	27.6%	-0.6%	Feb '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	51.47	1.0%	-0.9%	2.0%	4.9%	21.3%	25.7%	9.9%	14.0%	35.6%	36.9%	25.4%	61.0%	-3.6%	Feb '26
Consumer Discretionary/Cyclical	118.35	1.3%	-0.3%	7.8%	-2.1%	-1.0%	20.3%	7.4%	-0.7%	65.7%	37.8%	16.7%	75.5%	-4.8%	Jan '26
Financial Services	52.13	0.4%	1.4%	5.4%	-1.9%	0.4%	8.6%	14.9%	-4.3%	65.4%	56.8%	41.9%	82.6%	-7.1%	Jan '26
Real Estate	96.33	1.5%	1.1%	8.2%	7.2%	10.2%	13.0%	3.3%	10.0%	31.5%	17.6%	-1.0%	45.2%	-0.7%	Apr '26
Communication Services	116.51	1.1%	0.8%	4.7%	-2.7%	2.1%	23.0%	23.1%	-0.7%	101.0%	57.0%	55.8%	154.1%	-2.7%	Jan '26
Energy	59.65	1.1%	4.9%	1.2%	17.6%	37.4%	52.4%	7.9%	34.3%	56.2%	190.2%	141.9%	67.5%	-4.7%	Mar '26
Industrials	174.58	2.7%	1.2%	6.2%	5.8%	13.3%	33.8%	19.3%	12.9%	81.6%	84.8%	77.7%	117.2%	-2.1%	Mar '26
Technology	159.50	0.2%	-0.4%	18.2%	11.0%	6.4%	50.6%	24.6%	10.9%	115.8%	137.2%	87.8%	180.8%	-0.7%	Apr '26
Consumer Staples/Defensive	84.31	1.7%	1.3%	3.5%	1.5%	12.0%	6.8%	1.5%	9.1%	18.0%	38.1%	22.3%	36.8%	-5.8%	Feb '26
Healthcare	145.99	2.2%	1.3%	-1.2%	-5.3%	2.1%	8.7%	14.5%	-5.3%	14.3%	30.4%	12.2%	26.9%	-8.5%	Feb '26
Utilities	46.85	2.6%	1.5%	1.6%	9.1%	6.7%	21.8%	16.0%	10.5%	48.6%	63.4%	50.3%	69.5%	-1.2%	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	151.54	1.6%	0.7%	8.5%	4.2%	8.1%	31.2%	22.4%	7.1%	72.9%	66.8%	52.9%	107.8%	New Peak	Apr '26
MSCI Emerging Markets	63.99	2.1%	0.4%	11.8%	8.3%	17.4%	49.8%	34.0%	17.0%	76.8%	33.3%	43.5%	102.1%	New Peak	Apr '26
FTSE Europe	87.14	2.3%	0.1%	4.2%	0.1%	10.1%	23.8%	35.8%	4.7%	51.6%	55.4%	45.0%	112.4%	-3.3%	Feb '26
MSCI Japan	89.10	2.6%	2.0%	3.0%	3.9%	10.8%	31.0%	25.9%	10.4%	65.8%	49.3%	47.1%	100.3%	-5.2%	Feb '26
MSCI India	49.42	0.8%	-0.3%	5.8%	-4.5%	-8.4%	-7.7%	2.7%	-8.6%	21.3%	29.6%	7.1%	23.0%	-15.9%	Sep '24
MSCI China	57.57	1.3%	-0.4%	2.8%	-7.7%	-8.3%	14.1%	31.0%	-4.2%	31.1%	-21.4%	1.7%	55.7%	-13.0%	Oct '25
International Bond	48.05	0.4%	-0.2%	0.1%	-0.4%	-0.6%	1.5%	2.9%	0.1%	12.5%	1.4%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	36.44	2.2%	-1.0%	2.1%	3.1%	26.9%	54.2%	52.7%	19.7%	75.0%	84.2%	107.3%	86.0%	-4.4%	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	660.58	1.0%	0.6%	9.7%	4.2%	6.0%	30.2%	17.8%	5.7%	80.1%	84.9%	59.8%	111.8%	New Peak	Apr '26
US Large Growth	119.27	0.4%	-75.1%	-72.3%	-74.4%	-75.4%	-67.8%	18.3%	-74.8%	-50.9%	-52.7%	-60.2%	-41.6%	-75.7%	Oct '25
US Large Value	231.25	1.8%	1.6%	7.6%	5.6%	14.0%	29.2%	15.7%	10.4%	58.4%	61.7%	49.2%	81.1%	New Peak	Apr '26

US MidCap Blend	77.31	1.9%	0.8%	7.0%	4.8%	8.4%	26.4%	17.0%	7.0%	76.7%	78.5%	57.7%	103.9%	New Peak	Apr '26
US MidCap Growth	284.55	2.5%	0.5%	9.2%	2.9%	-2.2%	14.5%	10.7%	2.1%	52.5%	30.6%	16.7%	72.3%	-4.2%	Oct '25
US MidCap Value	194.70	1.5%	1.1%	5.4%	5.9%	14.2%	27.7%	12.1%	10.4%	54.6%	54.3%	42.6%	72.4%	New Peak	Apr '26

US Small Blend	284.39	1.8%	0.3%	8.0%	5.8%	12.3%	32.9%	8.9%	10.7%	58.6%	37.7%	33.3%	73.0%	-0.6%	Apr '26
US Small Growth	359.88	2.4%	0.5%	13.8%	7.0%	9.1%	41.6%	12.9%	11.4%	63.2%	21.2%	24.9%	77.4%	New Peak	Apr '26
US Small Value	207.75	1.8%	0.4%	8.9%	7.4%	18.3%	45.2%	12.4%	15.0%	64.9%	40.7%	34.2%	69.1%	New Peak	Apr '26

Foreign Large Blend	102.32	2.4%	0.5%	3.8%	1.6%	10.3%	25.5%	31.6%	6.6%	53.4%	53.2%	46.2%	103.2%	-3.2%	Feb '26
Foreign Growth	119.10	2.5%	-0.1%	4.7%	0.2%	4.6%	17.4%	20.7%	4.5%	31.5%	24.1%	15.6%	75.1%	-3.5%	Feb '26
Foreign Value	77.59	2.4%	1.2%	3.1%	3.0%	16.0%	33.6%	42.2%	8.7%	77.2%	85.6%	82.0%	133.4%	-2.9%	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	23.16	0%	-0.1%	1.3%	0.7%	0.8%	3.9%	3.6%	0.6%	23.2%	29.1%	26.0%	31.8%	-0.2%	Jan '26
Ultra Short- Janus AAA CLO	50.52	-0.4%	-0.3%	0.3%	0.5%	2.0%	5.0%	5.2%	1.0%	21.0%	25.5%	24.6%	26.8%	-0.4%	Apr '26
Bank Loan- Invesco	20.58	0%	0.3%	1.1%	0.8%	1.6%	6.5%	6.9%	0.1%	24.8%	29.2%	27.0%	33.4%	-0.2%	Jan '26
Interval CEF- Cliffwater	10.37	0%	0.1%	0.8%	1.4%	3.3%	8.1%	8.9%	1.7%	36.0%	59.1%	49.8%	43.0%	New Peak	Apr '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	57.28	1.1%	0.5%	10.6%	5.0%	8.5%	32.8%	17.7%	7.6%	89.2%	112.0%	100.6%	121.6%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.97	1.5%	0.9%	0.7%	7.1%	18.6%	35.0%	27.1%	11.7%	77.0%	116.9%	99.2%	113.9%	-1.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.80	3.0%	2.4%	14.1%	10.2%	14.9%	37.0%	3.0%	14.5%	98.9%	117.1%	113.8%	119.8%	New Peak	Apr '26
Small Value- Avantis	120.14	1.3%	1.0%	8.6%	10.2%	23.6%	46.4%	7.4%	18.1%	74.0%	76.5%	59.8%	83.5%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	63.51	1.0%	1.4%	1.9%	2.3%	11.1%	25.5%	9.0%	5.9%	44.5%	66.7%	46.3%	58.3%	-1.9%	Feb '26
Growth- S&P Momentum	133.79	2.3%	1.7%	16.8%	11.9%	10.5%	41.0%	26.6%	12.4%	145.0%	153.3%	118.4%	168.4%	New Peak	Apr '26
Invesco S&P Quality	81.08	1.3%	0.4%	6.9%	5.2%	10.2%	23.9%	13.2%	8.4%	74.9%	90.3%	61.3%	112.6%	New Peak	Apr '26
Rotation Factor- BlackRock	63.95	0.8%	0.0%	8.9%	4.2%	5.6%	31.6%	20.0%	5.4%	99.9%	99.9%	78.2%	141.5%	New Peak	Apr '26
US Min Volatility- Fidelity	69.11	1.3%	1.3%	6.5%	2.0%	5.8%	17.7%	11.8%	4.0%	47.9%	61.0%	41.4%	72.5%	New Peak	Apr '26
Derivative Income- JPMorgan	57.59	0.8%	0.5%	2.1%	0.3%	5.3%	12.7%	8.1%	2.6%	31.4%	48.7%	32.8%	51.6%	-2.5%	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	17.08	0.06%	1.5%	3.6%	7.3%	8.7%	14.4%	6.5%	8.0%	32.7%	40.9%	39.9%	39.4%	New Peak	Apr '26
Multistrategy- AQR	14.62	-0.3%	0.8%	0.6%	2.4%	5.7%	15.7%	16.4%	4.4%	48.0%	75.6%	71.4%	53.2%	-0.3%	Apr '26
Long Short- AQR	20.55	0.05%	0.9%	-1.2%	-1.7%	3.3%	18.2%	34.4%	-2.9%	100.7%	171.4%	150.7%	139.1%	-3.5%	Dec '25
Mkt Neutral- BlackRock	15.65	0.4%	1.4%	2.2%	6.2%	12.6%	18.8%	18.3%	7.3%	70.9%	76.9%	81.5%	82.1%	New Peak	Apr '26
Multi Strategy- Variant	26.00	0.04%	0.1%	0.5%	1.9%	3.0%	6.8%	7.2%	1.8%	21.9%	47.2%	36.2%	27.7%	New Peak	Apr '26
Long Short- First Trust	73.79	0.7%	1.2%	4.5%	3.0%	4.4%	16.9%	9.1%	4.0%	49.0%	65.9%	49.4%	65.2%	New Peak	Apr '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)	384.80	10.0%	11.7%	29.4%	13.9%	37.0%	139.4%	66.0%	23.0%	261.9%	229.7%	167.6%	297.7%	New Peak	Apr '26
Meta (Communications)	611.91	-8.6%	-9.4%	5.6%	-14.5%	-5.5%	7.3%	13.1%	-7.2%	153.6%	89.7%	82.2%	383.7%	-22.4%	Aug '25
Amazon (Cyclical)	265.06	0.8%	0.4%	25.9%	10.8%	8.5%	39.4%	5.2%	14.8%	159.7%	52.9%	55.5%	134.8%	New Peak	Apr '26
Tesla (Cyclical)	381.63	2.4%	1.4%	0.1%	-11.3%	-16.4%	36.0%	11.4%	-15.1%	135.8%	61.4%	-4.6%	75.7%	-22.1%	Dec '25
Procter & Gamble (Defensive)	147.09	0.4%	-0.7%	2.9%	-2.4%	-0.7%	-5.4%	-12.3%	4.1%	1.5%	25.2%	1.3%	30.3%	-14.8%	Dec '24
PepsiCo (Defensive)	158.49	2.1%	2.0%	2.5%	4.1%	10.5%	23.4%	-1.8%	11.4%	-8.5%	28.4%	4.8%	4.9%	-10.6%	May '23
Coca-Cola (Defensive)	78.76	-0.1%	2.8%	3.5%	6.0%	15.9%	13.7%	15.6%	13.4%	33.9%	69.3%	50.7%	58.5%	-2.8%	Feb '26
Exxon Mobil (Energy)	154.33	-0.2%	3.6%	-4.0%	9.9%	37.0%	50.9%	16.0%	29.1%	49.1%	226.5%	181.8%	76.4%	-10.0%	Mar '26
Chevron (Energy)	193.31	0.6%	4.4%	-2.1%	10.3%	25.1%	48.3%	10.1%	28.1%	31.2%	131.0%	92.3%	41.5%	-8.4%	Mar '26
JPMorgan Chase (Financial)	313.23	1.3%	1.6%	6.6%	2.9%	1.6%	29.3%	37.3%	-1.9%	137.5%	131.1%	117.2%	228.7%	-5.9%	Jan '26
Visa (Financial)	329.84	-1.5%	6.6%	10.5%	2.7%	-2.8%	-3.0%	11.8%	-5.8%	45.1%	46.5%	53.8%	90.1%	-11.1%	Jun '25
Mastercard (Financial)	502.92	-4.2%	-0.2%	2.5%	-6.5%	-8.6%	-7.5%	9.0%	-11.6%	34.7%	35.5%	39.2%	81.2%	-15.7%	Aug '25
Bank of America (Financial)	53.46	1.1%	2.7%	8.5%	1.1%	1.1%	36.1%	28.0%	-2.3%	99.0%	48.9%	28.9%	95.9%	-6.1%	Jan '26
UnitedHealth (Health)	370.48	-0.07%	4.4%	35.2%	30.1%	10.0%	-4.9%	-33.1%	13.1%	-20.7%	1.2%	-20.5%	-20.9%	-38.6%	Nov '24
Johnson & Johnson (Health)	229.85	1.1%	1.0%	-5.8%	1.7%	23.1%	53.0%	47.5%	11.7%	53.6%	62.7%	51.4%	56.6%	-7.5%	Mar '26
Eli Lilly (Health)	934.60	9.8%	5.7%	-2.1%	-9.7%	8.7%	18.6%	40.2%	-12.9%	135.5%	437.5%	257.6%	196.2%	-15.7%	Nov '25
Union Pacific (Industrials)	269.48	1.8%	0.3%	10.8%	15.2%	23.6%	28.8%	3.9%	17.1%	45.3%	35.8%	20.0%	52.2%	-0.7%	Apr '26
Honeywell (Industrials)	214.33	1.9%	0.5%	-6.1%	-5.3%	7.6%	10.2%	-6.4%	10.4%	21.0%	13.0%	20.3%	41.8%	-13.6%	Mar '26
Nvidia (IT)	199.57	-4.6%	-4.2%	13.6%	4.4%	-1.4%	78.9%	38.9%	7.0%	590.9%	1233.0%	563.9%	1637.7%	-7.9%	Apr '26
Broadcom (IT)	417.43	3.0%	-1.3%	33.2%	26.3%	13.4%	113.3%	50.6%	20.9%	580.9%	911.4%	580.8%	924.6%	-1.3%	Apr '26
Adobe (IT)	246.10	1.0%	0.3%	2.0%	-16.1%	-27.7%	-34.3%	-21.3%	-29.7%	-34.2%	-51.6%	-56.4%	-14.0%	-61.2%	Feb '24
Oracle (IT)	161.39	-1.5%	-6.9%	11.5%	-1.6%	-38.2%	12.0%	18.1%	-16.7%	76.2%	127.8%	95.0%	164.2%	-50.5%	Sep '25
salesforce.com (IT)	176.53	-2.6%	-0.9%	-5.0%	-16.6%	-31.9%	-34.0%	-20.2%	-33.2%	-9.4%	-22.2%	-29.9%	25.9%	-51.5%	Dec '24
Linde PLC (Materials)	501.14	-0.7%	-1.8%	1.5%	10.0%	20.6%	13.4%	3.2%	17.9%	39.9%	87.7%	56.8%	93.2%	-1.9%	Apr '26
Sherwin-Williams (Materials)	321.61	1.2%	-4.8%	-1.3%	-9.1%	-6.3%	-8.2%	-3.8%	-0.5%	42.4%	22.7%	-1.4%	64.8%	-18.6%	Nov '24
American Tower (Real Estate)	182.71	2.5%	2.5%	7.9%	2.9%	4.1%	-15.4%	-0.9%	5.1%	1.6%	-16.5%	-26.8%	11.9%	-20.1%	Sep '24
Prologis Inc. (Real Estate)	142.02	2.3%	-0.1%	6.5%	9.7%	16.3%	42.6%	25.1%	12.1%	27.7%	40.5%	-2.1%	57.8%	-2.1%	Apr '26
NextEra Energy (Utilities)	97.88	3.9%	2.7%	5.4%	12.1%	21.9%	52.6%	15.5%	22.8%	39.1%	43.7%	19.8%	48.6%	New Peak	Apr '26
Duke Energy (Utilities)	129.55	2.4%	1.8%	-1.0%	7.7%	6.0%	10.6%	12.7%	11.5%	47.0%	56.2%	47.7%	72.9%	-2.9%	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	15.90	0.4%	-0.3%	1.8%	0.7%	2.0%	8.9%	9.4%	1.6%	22.3%	12.1%	10.0%	31.8%	-0.8%	Feb '26
Moderate-60% Stock	67.69	1.0%	0.2%	5.1%	2.5%	5.6%	20.5%	16.4%	4.6%	45.9%	38.9%	31.4%	66.8%	-0.1%	Apr '26
Mod Agg-80% Stock	53.86	1.1%	0.4%	6.6%	3.4%	7.3%	26.1%	19.6%	6.2%	59.0%	50.6%	41.0%	85.2%	New Peak	Apr '26
Aggressive-90% Stock	32.92	1.4%	0.6%	8.7%	5.0%	10.0%	31.9%	20.9%	8.8%	63.0%	54.2%	43.0%	91.0%	New Peak	Apr '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	77138.35	1.1%	-0.4%	13.3%	-8.3%	-29.6%	-20.1%	-6.3%	-11.9%	174.6%	33.6%	66.0%	302.7%	-38.2%	Oct '25
Ethereum	2284.36	1.2%	-1.4%	6.8%	-15.5%	-40.6%	24.2%	-11.0%	-23.0%	24.7%	-17.6%	-39.3%	76.4%	-52.7%	Aug '25
BNB	618.69	0.6%	-2.8%	1.3%	-27.8%	-43.2%	3.1%	23.1%	-28.3%	88.2%	-0.9%	20.8%	128.3%	-52.8%	Oct '25
Solana	83.96	1.1%	-2.6%	3.4%	-28.5%	-55.2%	-44.3%	-34.2%	-32.6%	281.9%	95.5%	-50.7%	169.4%	-67.9%	Jan '25
Bitcoin ETF	43.32	1.3%	-1.6%	12.1%	-8.8%	-30.5%	-21.2%	-6.4%	-12.7%	-	-	-	-	-39.2%	Oct '25
Grayscale Bitcoin (hi fee)	59.40	1.2%	-1.6%	12.0%	-9.1%	-30.9%	-22.1%	-7.6%	-13.1%	331.2%	40.4%	91.9%	486.6%	-39.7%	Oct '25
Bloomberg Commodities	25.31	0.04%	3.4%	5.1%	16.5%	32.9%	44.3%	14.9%	29.6%	54.3%	80.5%	64.5%	42.7%	New Peak	Apr '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	4.99	0%	1.4%	1.8%	2.4%	6.8%	5.3%	1.1%	3.0%	30.6%	116.7%	147.4%	28.4%	-2.3%	Oct '23
10yr Treasury rate	4.39	-0.6%	1.9%	1.6%	3.5%	7.0%	3.8%	-9.0%	5.5%	22.8%	169.2%	169.7%	12.5%	-12.0%	Oct '23
5yr Treasury rate	4.02	-1.0%	2.6%	1.7%	6.0%	8.2%	5.6%	-15.0%	8.1%	10.7%	369.4%	194.7%	-2.2%	-18.9%	Oct '23
13-week T-bill	3.58	-0.1%	-0.2%	-0.6%	0.4%	-3.6%	-14.3%	-15.7%	1.1%	-26.3%	119400.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	105.59	0.5%	11.9%	5.5%	61.9%	73.2%	78.2%	-19.9%	83.9%	39.6%	66.1%	38.8%	21.0%	-6.5%	Apr '26
Gold	4640.50	0.6%	-1.7%	-3.0%	-1.6%	16.5%	44.6%	64.5%	7.3%	134.0%	162.6%	157.9%	177.8%	-12.7%	Jan '26
USD/EUR	0.85	-0.02%	-0.1%	-1.2%	2.0%	-1.4%	-3.7%	-11.4%	0.1%	-6.5%	-	-3.1%	-17.3%	-12.7%	Jan '25
USD/JPY	157.18	0.1%	-1.3%	-0.9%	2.6%	2.1%	8.1%	-0.4%	0.5%	14.3%	-	36.5%	7.1%	-2.7%	Jul '24
S&P 500 Volatility Index	16.89	-10.2%	-9.7%	-31.2%	-3.2%	-3.2%	-31.3%	-13.8%	13.0%	5.0%	-9.2%	1.7%	-49.7%	-67.7%	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	50.65	0.08%	0.0%	0.5%	0.4%	1.7%	4.8%	6.1%	0.8%	19.0%	18.6%	18.2%	23.5%	-0.1%	Feb '26
Interm Muni- JPMorgan	50.42	0.02%	-0.2%	0.8%	0.0%	1.1%	5.2%	4.3%	0.7%	11.0%	6.3%	5.1%	16.6%	-1.1%	Feb '26
Interm Bond- Janus MSB	45.17	-0.3%	-1.0%	-0.1%	-0.4%	1.0%	5.7%	8.8%	0.2%	14.1%	3.2%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	77.02	0.2%	-0.5%	0.2%	-0.1%	0.5%	4.6%	8.5%	-0.1%	13.0%	2.3%	2.0%	19.8%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.95	-0.4%	-0.6%	0.8%	0.5%	2.0%	8.8%	8.2%	1.0%	30.9%	35.4%	29.6%	36.2%	-0.7%	Apr '26
Int’l Bond- JPMorgan	48.09	0.2%	-0.4%	0.7%	-1.0%	0.4%	4.5%	8.2%	-0.1%	17.6%	14.1%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	74.61	0.07%	-0.9%	0.2%	-0.8%	-1.0%	6.4%	7.2%	-0.3%	11.8%	-8.4%	-11.9%	24.4%	-3.3%	Oct '25
Long CA Muni- PIMCO	9.41	0%	-0.3%	0.4%	-0.2%	0.1%	4.0%	3.3%	0.2%	10.0%	1.8%	0.4%	15.4%	-1.4%	Feb '26
Long Muni- iShares	57.31	0.05%	-0.3%	0.8%	-0.3%	1.1%	5.8%	3.4%	0.5%	9.2%	3.2%	2.5%	14.3%	-1.4%	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)

BelowPeak Feb '26

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)

BelowPeak Feb '26

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