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VISUALIZEPLANPROSPER
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MANAGEMENT

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S&P 500

New Peak
Return
91.8%
[
21.4%
annualized]
 
Dec 30 2022 - May 06 2026

DJIA (Large Value)

-0.6%
BelowPeak Feb '26
Return
50.6%
[
13.0%
annualized]
 
Dec 30 2022 - May 06 2026

Russell 2000 (Small Cap)

New Peak
Return
63.9%
[
15.9%
annualized]
 
Dec 30 2022 - May 06 2026

Performance Range:

As of May 06 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
7365.12
1.5%
7.6%
New Peak
May '26
DJIA (Large Value)
49910.59
1.2%
3.8%
-0.6%
Feb '26
Russell 2000 (Small Cap)
2886.77
1.5%
16.3%
New Peak
May '26
NASDAQ Comp (Tech/Growth)
25838.94
2.0%
11.2%
New Peak
May '26
Aggregate Bond
99.19
0.4%
0.3%
-1.5%
Feb '26
Corp Bond
109.19
0.5%
0.2%
-1.5%
Feb '26
High Yield Bond
80.16
0.3%
0.9%
-0.6%
Apr '26
Preferred
31.61
0.5%
3.3%
-0.1%
Feb '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
52.41
1.7%
16.1%
-1.8%
Feb '26
Consumer Discretionary/Cyclical
119.87
1.5%
0.6%
-3.5%
Jan '26
Financial Services
51.84
0.5%
-4.9%
-7.6%
Jan '26
Real Estate
97.09
1.4%
10.9%
New Peak
May '26
Communication Services
117.35
1.5%
0.0%
-2.0%
Jan '26
Energy
57.00
-4.1%
28.3%
-8.9%
Mar '26
Industrials
176.87
2.6%
14.3%
-0.9%
Mar '26
Technology
170.03
2.7%
18.2%
New Peak
May '26
Consumer Staples/Defensive
84.24
0.2%
9.1%
-5.9%
Feb '26
Healthcare
145.40
0.07%
-5.7%
-8.9%
Feb '26
Utilities
45.71
-1.4%
7.8%
-3.6%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
155.40
2.0%
9.8%
New Peak
May '26
MSCI Emerging Markets
67.49
3.2%
23.4%
New Peak
May '26
FTSE Europe
89.23
2.7%
7.2%
-0.9%
Feb '26
MSCI Japan
91.68
2.7%
13.5%
-2.4%
Feb '26
MSCI India
50.03
1.8%
-7.4%
-14.9%
Sep '24
MSCI China
58.71
2.6%
-2.3%
-11.3%
Oct '25
International Bond
48.16
0.6%
0.3%
-1.7%
Feb '26
iShares Latin America
36.96
1.7%
21.4%
-3.0%
Apr '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
674.66
1.4%
7.9%
New Peak
May '26
US Large Growth
122.44
1.7%
3.6%
New Peak
May '26
US Large Value
234.48
1.1%
11.9%
New Peak
May '26
US MidCap Blend
78.20
0.6%
8.2%
New Peak
May '26
US MidCap Growth
293.45
1.5%
5.3%
-1.2%
Oct '25
US MidCap Value
193.89
0.08%
9.9%
-0.4%
Apr '26
US Small Blend
290.85
1.5%
13.2%
New Peak
May '26
US Small Growth
374.14
1.6%
15.9%
New Peak
May '26
US Small Value
212.76
1.5%
17.7%
New Peak
May '26
Foreign Large Blend
104.81
2.7%
9.1%
-0.8%
Feb '26
Foreign Growth
123.28
3.1%
8.2%
-0.1%
Feb '26
Foreign Value
78.84
2.3%
10.4%
-1.4%
Feb '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.03
0.1%
0.0%
-0.8%
Jan '26
Ultra Short- Janus AAA CLO
50.56
0%
1.5%
New Peak
May '26
Bank Loan- Invesco
20.64
0.05%
0.4%
New Peak
May '26
Interval CEF- Cliffwater
10.39
0%
1.9%
New Peak
May '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
58.15
1.3%
9.2%
New Peak
May '26
Int’l Min Volatility- Franklin
41.15
0.9%
12.2%
-0.6%
Feb '26
MidCap 30 - Hennessy (hi fee)
27.76
-1.4%
14.4%
-1.4%
May '26
Small Value- Avantis
120.39
0.2%
18.4%
New Peak
May '26
Mid Value- Pacer Cash Cows
63.43
-0.4%
5.7%
-2.0%
Feb '26
Growth- S&P Momentum
141.59
2.7%
19.0%
New Peak
May '26
Invesco S&P Quality
82.67
1.2%
10.6%
New Peak
May '26
Rotation Factor- BlackRock
65.58
1.6%
8.1%
New Peak
May '26
US Min Volatility- Fidelity
69.32
0.2%
4.3%
New Peak
May '26
Derivative Income- JPMorgan
56.48
-0.04%
0.6%
-4.4%
Feb '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
17.15
-0.3%
8.5%
-0.3%
May '26
Multistrategy- AQR
14.67
-0.07%
4.7%
-0.1%
May '26
Long Short- AQR
20.78
1.1%
-1.8%
-2.4%
Dec '25
Mkt Neutral- BlackRock
15.70
0.2%
7.7%
New Peak
May '26
Multi Strategy- Variant
26.03
0.04%
1.9%
New Peak
May '26
Long Short- First Trust
73.99
0.1%
4.3%
New Peak
May '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
398.04
2.5%
27.3%
New Peak
May '26
Meta (Communications)
612.88
1.3%
-7.1%
-22.2%
Aug '25
Amazon (Cyclical)
274.99
0.5%
19.1%
New Peak
May '26
Tesla (Cyclical)
398.73
2.4%
-11.3%
-18.6%
Dec '25
Procter & Gamble (Defensive)
147.90
2.1%
4.7%
-14.3%
Dec '24
PepsiCo (Defensive)
155.96
0.6%
9.6%
-12.0%
May '23
Coca-Cola (Defensive)
79.23
1.0%
14.1%
-2.2%
Feb '26
Exxon Mobil (Energy)
148.69
-4.0%
24.4%
-13.3%
Mar '26
Chevron (Energy)
185.16
-3.9%
22.7%
-12.3%
Mar '26
JPMorgan Chase (Financial)
314.90
1.8%
-1.3%
-5.4%
Jan '26
Visa (Financial)
318.80
-1.0%
-8.9%
-14.1%
Jun '25
Mastercard (Financial)
491.89
-1.0%
-13.6%
-17.5%
Aug '25
Bank of America (Financial)
53.60
0.9%
-2.0%
-5.8%
Jan '26
UnitedHealth (Health)
367.28
0.9%
12.1%
-39.1%
Nov '24
Johnson & Johnson (Health)
224.62
-0.4%
9.1%
-9.6%
Mar '26
Eli Lilly (Health)
987.05
-0.2%
-8.0%
-10.9%
Nov '25
Union Pacific (Industrials)
268.23
1.6%
16.6%
-1.1%
Apr '26
Honeywell (Industrials)
216.86
3.7%
11.7%
-12.6%
Mar '26
Nvidia (IT)
207.83
5.8%
11.4%
-4.1%
Apr '26
Broadcom (IT)
425.44
-0.4%
23.2%
-0.4%
May '26
Adobe (IT)
250.17
-2.1%
-28.5%
-60.6%
Feb '24
Oracle (IT)
194.03
4.7%
0.2%
-40.4%
Sep '25
salesforce.com (IT)
181.19
-3.1%
-31.4%
-50.2%
Dec '24
Linde PLC (Materials)
501.87
0.3%
18.1%
-1.7%
Apr '26
Sherwin-Williams (Materials)
323.63
3.6%
0.1%
-18.1%
Nov '24
American Tower (Real Estate)
180.16
1.1%
3.6%
-21.2%
Sep '24
Prologis Inc. (Real Estate)
142.90
1.9%
12.8%
-1.5%
Apr '26
NextEra Energy (Utilities)
95.39
-0.9%
19.6%
-2.5%
Apr '26
Duke Energy (Utilities)
125.54
-1.6%
8.0%
-5.9%
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
16.04
0.8%
2.5%
New Peak
May '26
Moderate-60% Stock
68.82
1.3%
6.4%
New Peak
May '26
Mod Agg-80% Stock
55.02
1.6%
8.5%
New Peak
May '26
Aggressive-90% Stock
33.76
1.9%
11.5%
New Peak
May '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
80974.17
-0.4%
-7.5%
-35.1%
Oct '25
Ethereum
2324.64
-1.0%
-21.7%
-51.9%
Aug '25
BNB
644.32
-0.5%
-25.4%
-50.8%
Oct '25
Solana
88.01
-1.1%
-29.3%
-66.4%
Jan '25
Bitcoin ETF
46.19
-0.2%
-7.0%
-35.2%
Oct '25
Grayscale Bitcoin (hi fee)
63.30
-0.3%
-7.4%
-35.7%
Oct '25
Bloomberg Commodities
24.82
-2.2%
27.1%
-2.7%
May '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.94
-0.8%
2.1%
-3.1%
Oct '23
10yr Treasury rate
4.36
-1.4%
4.6%
-12.7%
Oct '23
5yr Treasury rate
4.00
-1.7%
7.5%
-19.3%
Oct '23
13-week T-bill
3.60
0%
1.5%
-32.7%
Oct '23
Crude Oil
95.45
0.4%
66.2%
-15.5%
Apr '26
Gold
4712.80
0.7%
9.0%
-11.4%
Jan '26
USD/EUR
0.85
-0.02%
-0.1%
-12.8%
Jan '25
USD/JPY
156.36
-0.05%
0.0%
-3.3%
Jul '24
S&P 500 Volatility Index
17.39
0.06%
16.3%
-66.8%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.76
0.1%
1.0%
New Peak
May '26
Interm Muni- JPMorgan
50.36
0.2%
0.6%
-1.2%
Feb '26
Interm Bond- Janus MSB
45.37
0.5%
1.0%
-1.1%
Feb '26
Interm Bond- Vanguard
77.03
0.4%
-0.1%
-1.9%
Feb '26
Multisector Bond- Intrepid
8.96
0%
1.7%
New Peak
May '26
Int’l Bond- JPMorgan
48.09
0.4%
-0.1%
-1.9%
Feb '26
Long Bond- Vanguard
75.08
0.6%
0.3%
-2.7%
Oct '25
Long CA Muni- PIMCO
9.42
0.2%
0.7%
-0.9%
Feb '26
Long Muni- iShares
57.24
0.2%
0.3%
-1.5%
Feb '26

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