VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500 (Large Cap)

Return

61.0%

[

12.9%

annualized]

Dec 31 2020 - Dec 02 2024

New Peak

DJIA (Large Value)

Return

46.3%

[

10.2%

annualized]

Dec 31 2020 - Dec 02 2024

-0.3%

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Return

23.3%

[

5.5%

annualized]

Dec 31 2020 - Dec 02 2024

-0.4%

Below
Peak
Nov '21

Performance Range:

As of Dec 02 4:00 PM EDT Market Closed

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 (Large Cap)	6047.15	0.2%	0.4%	5.6%	9.4%	14.5%	31.6%	24.2%	26.8%	33.2%	95.5%	26.1%	69.1%	New Peak	Dec '24
DJIA (Large Value)	44782.00	-0.3%	-0.2%	6.5%	9.4%	16.1%	23.6%	13.7%	18.8%	29.5%	62.8%	22.4%	53.3%	-0.3%	Nov '24
Russell 2000 (Small Cap)	2434.14	-0.02%	0.4%	10.1%	13.3%	18.2%	30.7%	15.1%	20.1%	12.7%	51.9%	7.1%	44.2%	-0.4%	Nov '21
NASDAQ Comp (Tech/Growth)	19403.95	1.0%	1.2%	6.4%	13.2%	15.3%	35.6%	43.4%	29.3%	28.6%	127.7%	22.6%	86.3%	New Peak	Dec '24
Aggregate Bond	98.90	0.01%	0.7%	1.5%	-0.5%	4.4%	6.3%	5.7%	3.4%	-5.7%	-0.1%	-4.3%	11.7%	-7.1%	Aug '20
Muni ~7yrs	108.36	0.08%	0.5%	1.8%	1.4%	4.1%	4.5%	5.6%	2.7%	0.5%	6.8%	0.6%	11.2%	-0.1%	Jul '21
Corp Bond	110.34	0.2%	1.1%	2.5%	0.3%	5.1%	7.6%	9.4%	3.8%	-7.8%	1.7%	-5.8%	19.4%	-8.6%	Sep '21
High Yield Bond	79.65	-0.04%	0.5%	1.6%	2.7%	6.5%	11.3%	11.5%	8.8%	9.6%	19.6%	8.1%	26.5%	New Peak	Nov '24
Preferred	32.58	-0.6%	0.4%	0.6%	3.0%	5.8%	12.5%	9.2%	10.5%	1.3%	15.8%	-1.3%	21.2%	-2.0%	Dec '21

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	94.72	-0.06%	0.4%	1.7%	3.3%	5.1%	15.9%	12.5%	12.2%	18.1%	77.6%	12.1%	43.9%	-3.0%	Oct '24
Consumer Discretionary/Cyclical	224.24	0.9%	1.4%	12.1%	21.8%	28.0%	32.1%	39.6%	26.2%	15.2%	95.0%	9.2%	64.2%	New Peak	Dec '24
Financial Services	50.83	-1.0%	-0.6%	9.0%	12.4%	23.8%	42.8%	12.0%	36.7%	41.3%	90.0%	35.3%	74.0%	-1.0%	Nov '24
Real Estate	96.73	-1.5%	-1.3%	3.9%	2.6%	18.9%	20.4%	11.9%	12.7%	1.0%	26.7%	-6.3%	37.5%	-7.0%	Dec '21
Communication Services	99.21	0.8%	1.5%	7.4%	16.1%	19.4%	43.5%	52.8%	37.7%	36.8%	99.8%	30.3%	112.5%	New Peak	Dec '24
Energy	94.52	-1.1%	-0.7%	7.4%	7.1%	5.8%	15.0%	-0.6%	15.5%	92.3%	109.5%	82.9%	26.6%	-2.8%	Nov '24
Industrials	142.93	-0.7%	-0.5%	6.7%	11.5%	17.9%	33.5%	18.1%	26.6%	46.8%	94.6%	42.4%	74.1%	-0.7%	Nov '24
Technology	235.95	0.9%	0.5%	5.4%	12.4%	12.4%	28.1%	56.0%	23.2%	46.6%	187.1%	37.6%	105.8%	-0.6%	Nov '24
Consumer Staples/Defensive	83.12	-0.12%	0.6%	3.7%	0.6%	8.9%	20.4%	-0.8%	17.7%	25.7%	53.0%	15.9%	29.6%	-0.8%	Sep '24
Healthcare	147.15	-0.2%	0.7%	-0.4%	-5.9%	2.5%	13.4%	2.1%	9.1%	18.3%	62.2%	10.2%	24.6%	-6.1%	Sep '24
Utilities	81.15	-2.1%	-2.1%	3.9%	7.2%	14.6%	31.9%	-7.2%	31.1%	32.2%	51.5%	24.7%	40.6%	-2.1%	Nov '24

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	122.03	0.2%	0.8%	3.9%	6.4%	10.6%	25.8%	22.3%	20.9%	26.0%	74.3%	20.0%	63.1%	New Peak	Dec '24
MSCI Emerging Markets	43.43	0.4%	0.7%	-2.4%	2.2%	3.6%	12.1%	8.9%	8.8%	-4.6%	15.0%	-6.5%	31.6%	-19.1%	Feb '21
FTSE Europe	66.01	0.02%	1.9%	-2.0%	-4.9%	-3.9%	9.4%	20.2%	4.8%	11.5%	38.6%	4.8%	53.5%	-8.0%	Sep '24
MSCI Japan	70.54	1.2%	3.6%	3.8%	-0.5%	2.4%	14.0%	20.3%	10.8%	10.4%	28.9%	9.5%	49.2%	-3.4%	Sep '24
MSCI India	54.87	0.2%	0.3%	0.0%	-4.2%	0.1%	18.3%	17.2%	12.4%	22.5%	71.1%	18.0%	35.6%	-7.3%	Sep '24
MSCI China	47.38	0.13%	2.8%	-4.2%	14.6%	8.2%	15.2%	-11.3%	16.8%	-19.8%	-12.5%	-20.0%	22.9%	-47.8%	Feb '21
International Bond	50.55	0.2%	0.8%	1.9%	2.1%	5.4%	7.3%	8.8%	4.6%	-1.8%	1.1%	-0.5%	15.3%	-3.1%	Dec '20
iShares Latin America	23.01	-0.7%	-4.1%	-4.9%	-9.6%	-10.1%	-14.3%	33.1%	-18.7%	22.0%	-0.9%	19.7%	7.5%	-30.8%	May '08

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	555.01	0.3%	0.5%	5.7%	9.7%	15.2%	33.4%	26.3%	28.3%	39.4%	111.3%	31.8%	74.7%	New Peak	Dec '24
US Large Growth	401.84	0.9%	1.0%	6.6%	13.4%	17.1%	38.5%	42.6%	33.1%	40.3%	147.4%	33.2%	95.6%	New Peak	Dec '24
US Large Value	198.61	-0.6%	-0.3%	5.8%	7.4%	13.9%	27.2%	11.3%	21.9%	31.8%	67.3%	24.7%	51.4%	-0.6%	Nov '24

US MidCap Blend	283.59	-0.4%	-0.2%	8.0%	12.1%	17.6%	30.0%	16.0%	23.3%	21.9%	78.2%	16.9%	55.9%	-0.4%	Nov '24
US MidCap Growth	270.76	-0.08%	0.1%	10.5%	17.0%	19.5%	31.5%	23.1%	23.9%	13.5%	82.4%	9.9%	62.3%	-0.1%	Nov '24
US MidCap Value	174.91	-0.7%	-0.6%	5.8%	8.0%	15.8%	28.4%	9.9%	22.5%	30.0%	70.7%	23.8%	49.8%	-0.7%	Nov '24

US Small Blend	259.93	-0.2%	0.0%	10.0%	14.6%	18.6%	32.1%	18.2%	23.1%	25.5%	74.3%	19.2%	54.7%	-0.6%	Nov '24
US Small Growth	314.49	-0.3%	0.6%	10.9%	16.2%	20.1%	36.6%	18.5%	25.3%	13.3%	56.4%	8.1%	53.5%	-4.4%	Feb '21
US Small Value	180.43	0.06%	0.4%	9.8%	11.1%	17.5%	28.1%	14.6%	17.7%	19.9%	61.3%	13.5%	43.1%	-0.5%	Nov '24

Foreign Large Blend	79.19	0.3%	2.2%	-0.2%	-3.0%	-1.0%	11.5%	18.4%	6.9%	12.8%	35.0%	7.7%	49.7%	-6.2%	Sep '24
Foreign Growth	101.81	0.7%	2.7%	0.7%	-3.2%	-1.4%	11.2%	17.6%	6.0%	-0.3%	29.9%	-4.4%	44.9%	-6.6%	Sep '21
Foreign Value	54.67	-0.1%	1.8%	-0.9%	-2.5%	-0.2%	12.1%	18.9%	7.9%	26.8%	36.7%	20.5%	54.6%	-5.7%	Sep '24

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	24.31	-0.03%	0.1%	0.9%	2.3%	3.8%	9.7%	14.8%	7.7%	21.9%	29.4%	20.4%	25.9%	New Peak	Nov '24
Ultra Short- Janus AAA CLO	50.69	-0.5%	-0.5%	0.0%	1.1%	2.7%	6.5%	8.0%	6.2%	15.3%	-	15.3%	17.4%	-0.5%	Nov '24
Bank Loan- Invesco	21.13	0.09%	0.2%	1.2%	2.8%	4.4%	10.1%	12.5%	7.9%	19.8%	25.0%	18.4%	24.4%	New Peak	Dec '24
Interval CEF- Cliffwater	10.84	0.09%	0.2%	0.9%	2.5%	5.6%	12.9%	12.7%	11.8%	29.3%	49.2%	28.5%	25.2%	New Peak	Dec '24

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	47.62	0.13%	0.3%	4.6%	8.4%	13.0%	37.4%	25.1%	32.4%	74.1%	-	64.1%	81.2%	-0.2%	Nov '24
Int’l Min Volatility- Franklin	31.36	-0.2%	0.8%	1.0%	2.4%	5.2%	17.9%	17.5%	16.2%	47.5%	55.7%	40.8%	51.1%	-0.7%	Oct '24
MidCap 30 - Hennessy (hi fee)	30.57	-0.2%	0.4%	9.4%	17.8%	19.9%	52.4%	31.3%	47.0%	109.0%	223.9%	97.5%	103.0%	-0.2%	Nov '24
Small Value- Avantis	105.73	0.2%	0.4%	11.7%	13.9%	15.6%	29.8%	22.8%	19.2%	45.4%	123.0%	37.4%	57.6%	-0.6%	Nov '24
Mid Value- Pacer Cash Cows	61.08	0.3%	0.2%	6.8%	8.2%	11.2%	22.7%	14.7%	19.2%	42.7%	122.9%	36.5%	47.7%	-0.4%	Nov '24
Growth- S&P Momentum	96.77	-0.06%	0.1%	5.9%	12.0%	18.3%	57.3%	17.6%	48.2%	60.3%	151.6%	56.0%	91.7%	-0.1%	Nov '24
Invesco S&P Quality	69.42	0.5%	0.7%	5.4%	6.3%	13.5%	34.7%	24.8%	29.5%	43.1%	113.6%	35.7%	78.8%	New Peak	Dec '24
Rotation Factor- BlackRock	52.89	0.3%	0.5%	6.3%	11.3%	17.9%	40.6%	36.3%	34.1%	51.0%	115.0%	45.0%	96.5%	New Peak	Dec '24
US Min Volatility- Fidelity	63.01	0%	0.1%	4.1%	5.3%	14.0%	22.4%	16.4%	20.3%	31.7%	79.6%	26.1%	53.8%	New Peak	Dec '24
Derivative Income- JPMorgan	60.30	-0.9%	-0.6%	3.1%	5.2%	10.6%	18.2%	9.8%	16.4%	29.5%	-	23.9%	41.4%	-0.9%	Nov '24

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	14.98	0.5%	1.4%	3.3%	6.6%	5.3%	10.3%	2.6%	13.1%	25.6%	32.3%	22.6%	22.2%	New Peak	Dec '24
Multistrategy- AQR	12.59	0.3%	0.3%	2.7%	2.2%	-0.7%	12.1%	8.9%	12.2%	43.4%	-	39.9%	25.0%	-1.3%	May '24
Long Short- AQR	16.91	-0.2%	0.1%	4.1%	6.0%	6.0%	26.3%	23.9%	28.7%	99.8%	116.2%	89.5%	80.7%	-0.2%	Nov '24
Mkt Neutral- BlackRock	14.14	0.3%	-0.2%	0.9%	2.7%	6.1%	20.5%	14.5%	20.1%	40.5%	43.1%	41.3%	41.8%	-1.7%	Nov '24
Multi Strategy- Variant	27.55	0.04%	0.1%	0.7%	2.2%	4.4%	5.3%	9.3%	4.4%	21.1%	44.8%	20.3%	16.3%	New Peak	Dec '24
Long Short- First Trust	66.50	0.4%	0.5%	4.5%	6.8%	9.4%	22.1%	16.9%	19.5%	37.7%	65.1%	32.5%	46.5%	New Peak	Dec '24

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)	171.49	1.5%	1.4%	0.1%	9.1%	-0.7%	30.4%	58.3%	23.1%	21.1%	165.6%	18.6%	76.2%	-10.2%	Jul '24
Meta (Communications)	592.83	3.2%	3.4%	4.5%	16.0%	24.4%	83.1%	194.1%	68.0%	93.8%	199.1%	75.6%	366.4%	-0.5%	Oct '24
Amazon (Cyclical)	210.71	1.4%	1.4%	6.5%	19.6%	18.2%	43.3%	80.9%	38.7%	24.3%	138.1%	23.7%	86.6%	-1.6%	Nov '24
Tesla (Cyclical)	357.09	3.5%	5.6%	43.4%	69.6%	102.6%	49.5%	101.7%	43.7%	5.5%	1493.2%	-10.7%	64.4%	-12.9%	Nov '21
Procter & Gamble (Defensive)	179.70	0.2%	0.2%	8.8%	3.6%	10.4%	20.6%	-0.9%	25.7%	29.1%	65.4%	18.8%	52.8%	New Peak	Dec '24
PepsiCo (Defensive)	163.05	-0.2%	0.5%	-1.5%	-7.5%	-3.3%	-1.1%	-3.3%	-1.8%	7.0%	38.8%	1.9%	2.0%	-13.1%	May '23
Coca-Cola (Defensive)	63.65	-0.7%	-0.6%	-1.3%	-11.6%	3.4%	11.9%	-4.4%	11.3%	30.1%	38.1%	17.5%	23.6%	-11.6%	Sep '24
Exxon Mobil (Energy)	117.85	-0.09%	-0.1%	3.4%	2.9%	4.7%	18.3%	-6.3%	21.9%	115.2%	121.3%	106.2%	29.1%	-5.2%	Oct '24
Chevron (Energy)	162.21	0.2%	-0.2%	7.1%	13.3%	5.2%	16.8%	-13.6%	13.4%	59.2%	74.8%	52.8%	12.4%	-6.4%	Jan '23
JPMorgan Chase (Financial)	246.25	-1.4%	-1.5%	10.5%	12.5%	23.4%	60.8%	30.6%	48.2%	69.2%	119.2%	65.6%	150.6%	-1.6%	Nov '24
Visa (Financial)	316.65	0.5%	1.5%	9.1%	13.9%	17.6%	24.4%	26.3%	22.6%	65.1%	80.3%	46.3%	80.8%	New Peak	Dec '24
Mastercard (Financial)	531.36	-0.3%	0.5%	4.6%	10.4%	20.2%	29.0%	23.4%	25.3%	67.9%	90.3%	45.8%	89.7%	-0.3%	Nov '24
Bank of America (Financial)	47.04	-1.0%	-1.5%	12.6%	16.3%	19.4%	54.9%	4.8%	42.5%	15.4%	62.2%	9.6%	66.6%	-1.5%	Nov '24
UnitedHealth (Health)	608.52	-0.3%	0.3%	7.2%	2.0%	23.3%	12.5%	0.8%	16.9%	40.9%	136.5%	26.0%	25.4%	-2.7%	Nov '24
Johnson & Johnson (Health)	154.80	-0.1%	0.2%	-2.6%	-6.7%	6.4%	0.8%	-8.6%	1.9%	6.0%	29.7%	-1.6%	1.8%	-9.8%	Apr '22
Eli Lilly (Health)	799.80	0.6%	1.3%	-2.2%	-16.2%	-3.5%	37.8%	60.9%	38.1%	235.6%	625.6%	203.3%	151.2%	-16.6%	Aug '24
Union Pacific (Industrials)	240.78	-1.6%	-2.0%	3.5%	-5.7%	6.0%	6.4%	21.6%	-0.4%	7.2%	59.0%	3.6%	31.4%	-7.7%	Mar '22
Honeywell (Industrials)	229.95	-1.3%	-0.2%	10.5%	12.8%	14.8%	18.7%	0.0%	12.0%	20.4%	47.8%	18.5%	39.6%	-1.3%	Nov '24
Apple (IT)	239.59	1.0%	1.9%	7.6%	7.7%	23.8%	25.9%	49.0%	25.1%	50.5%	281.0%	33.8%	75.3%	New Peak	Dec '24
Microsoft (IT)	430.98	1.8%	0.7%	5.2%	5.5%	4.6%	15.9%	58.2%	15.5%	36.9%	201.8%	32.1%	94.6%	-7.5%	Jul '24
Nvidia (IT)	138.63	0.3%	1.2%	2.4%	28.4%	20.6%	196.5%	239.0%	180.0%	352.4%	2581.3%	361.0%	1106.6%	-6.9%	Nov '24
Broadcom (IT)	166.51	2.7%	1.1%	-1.4%	9.3%	26.8%	81.8%	104.2%	50.8%	220.4%	530.4%	167.8%	303.1%	-10.5%	Oct '24
Adobe (IT)	516.20	0.05%	-1.7%	6.9%	-9.6%	17.6%	-15.7%	77.3%	-13.5%	-16.3%	69.9%	-8.5%	80.4%	-25.0%	Nov '21
Oracle (IT)	181.41	-1.9%	-4.7%	6.7%	30.3%	52.9%	56.7%	30.9%	74.2%	114.9%	259.0%	115.8%	192.3%	-5.7%	Nov '24
salesforce.com (IT)	331.01	0.3%	-3.5%	12.3%	33.6%	40.3%	27.9%	98.5%	26.4%	28.7%	105.8%	30.1%	133.7%	-3.5%	Nov '24
Linde PLC (Materials)	459.69	-0.3%	0.7%	0.5%	-2.7%	6.5%	12.7%	27.7%	12.9%	48.9%	143.9%	41.0%	73.8%	-5.5%	Oct '24
Sherwin-Williams (Materials)	395.58	-0.5%	-0.1%	10.7%	9.0%	31.5%	41.3%	32.7%	27.9%	18.8%	114.7%	19.9%	100.4%	-1.0%	Nov '24
American Tower (Real Estate)	207.33	-0.8%	-0.3%	-1.9%	-9.3%	6.9%	1.7%	5.4%	-1.6%	-15.1%	11.4%	-21.3%	20.4%	-25.0%	Sep '21
Prologis Inc. (Real Estate)	115.84	-0.8%	-0.3%	2.2%	-9.1%	9.6%	0.9%	21.6%	-11.0%	-18.8%	45.2%	-24.2%	22.2%	-28.1%	Apr '22
NextEra Energy (Utilities)	77.07	-2.0%	-0.5%	0.3%	-2.9%	0.5%	34.0%	-25.3%	30.6%	-5.4%	49.3%	-9.1%	12.7%	-10.8%	Dec '21
Duke Energy (Utilities)	115.18	-1.6%	-1.6%	3.2%	0.4%	13.5%	29.4%	-1.6%	23.5%	30.2%	60.6%	25.7%	47.1%	-3.7%	Oct '24

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	15.82	0.13%	0.8%	2.1%	1.4%	5.6%	9.9%	9.5%	6.6%	0.5%	12.4%	0.8%	20.8%	-0.4%	Nov '21
Moderate-60% Stock	59.32	0.2%	0.8%	2.8%	3.5%	7.5%	17.4%	15.7%	13.3%	13.3%	41.1%	10.5%	40.2%	New Peak	Dec '24
Mod Agg-80% Stock	47.78	0.2%	0.8%	3.4%	5.0%	9.1%	21.2%	18.6%	16.4%	18.2%	56.6%	14.2%	50.0%	New Peak	Dec '24
Aggressive-90% Stock	28.33	0.4%	0.9%	3.9%	5.6%	9.1%	21.6%	19.0%	16.7%	17.7%	65.1%	12.8%	50.7%	New Peak	Dec '24

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	95519.98	-0.4%	3.8%	39.0%	66.3%	38.8%	138.9%	155.4%	126.0%	78.2%	1204.9%	105.6%	398.6%	-3.5%	Nov '24
Ethereum	3627.67	-0.5%	9.1%	47.7%	49.9%	-3.7%	65.4%	90.6%	59.0%	-14.1%	2351.8%	-3.6%	180.1%	-24.6%	Nov '21
BNB	651.08	0.5%	6.1%	16.8%	25.5%	3.9%	185.4%	26.8%	108.4%	9.5%	4152.8%	27.1%	140.3%	-8.4%	Jun '24
Solano	226.11	0.2%	-2.1%	39.1%	77.2%	37.1%	258.7%	919.0%	122.8%	7.0%	-	32.8%	625.5%	-12.7%	Nov '21
Bitcoin ETF	54.48	-1.3%	5.4%	38.4%	65.2%	38.1%	-	-	-	-	-	-	-	-3.6%	Nov '24
Grayscale Bitcoin (hi fee)	76.03	-1.4%	5.3%	38.2%	64.6%	23.6%	139.6%	317.6%	119.6%	81.7%	745.7%	121.9%	578.2%	-3.6%	Nov '24

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	4.36	-0.11%	-2.7%	-4.3%	5.6%	-4.2%	-1.3%	1.1%	8.5%	159.9%	101.9%	116.3%	12.3%	-71.3%	Oct '81
10yr Treasury rate	4.20	0.4%	-2.5%	-3.8%	9.2%	-4.7%	-0.7%	-0.3%	8.5%	212.4%	145.5%	157.7%	7.5%	-73.5%	Sep '81
5yr Treasury rate	4.09	1.0%	-2.3%	-2.7%	12.0%	-7.3%	-1.5%	-4.0%	6.6%	264.3%	166.9%	200.0%	-0.4%	-74.8%	Sep '81
13-week T-bill	4.38	0.2%	-0.3%	-0.5%	-11.9%	-16.5%	-16.0%	21.6%	-15.4%	10086.0%	184.8%	8164.2%	24.0%	-74.4%	Dec '80
Crude Oil	68.34	0.4%	-0.6%	-3.1%	-2.8%	-7.9%	-7.7%	-10.7%	-4.6%	3.1%	21.8%	-10.2%	-21.7%	-53.0%	Jul '08
Gold	2669.50	1.3%	1.9%	-2.7%	7.2%	13.8%	28.9%	13.3%	29.4%	49.8%	80.6%	48.4%	59.8%	-4.3%	Oct '24
EUR/USD	1.05	-0.5%	0.5%	-3.6%	-5.0%	-3.8%	-3.7%	3.8%	-5.2%	-7.2%	-5.3%	-7.7%	8.1%	-34.4%	Apr '08
USD/JPY	149.97	0.05%	-2.9%	-1.6%	3.2%	-3.9%	1.3%	6.4%	6.0%	32.7%	37.6%	30.2%	2.2%	-7.2%	Jul '24
S&P 500 Volatility Index	13.34	-1.3%	-5.4%	-39.0%	-35.6%	1.8%	5.6%	-42.5%	7.1%	-56.5%	-16.4%	-19.6%	-60.3%	-83.9%	Mar '20

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	50.47	0.08%	0.2%	0.7%	0.9%	3.8%	7.6%	6.7%	6.3%	10.1%	16.7%	10.3%	15.2%	New Peak	Sep '24
Interm Muni- JPMorgan	50.86	-0.2%	0.2%	1.0%	0.5%	3.3%	4.7%	6.0%	2.7%	0.9%	7.6%	0.8%	11.9%	-0.5%	Oct '24
Interm Bond- Janus MSB	45.06	-0.8%	-0.1%	0.9%	-1.9%	3.5%	5.2%	5.2%	2.4%	-4.7%	0.7%	-4.5%	11.1%	-5.4%	Aug '21
Interm Bond- Vanguard	76.26	0.03%	0.7%	1.5%	-0.8%	4.2%	6.2%	6.1%	3.3%	-5.4%	1.4%	-4.3%	12.4%	-7.2%	Aug '20
Multisector Bond- Intrepid	9.06	0.11%	-0.2%	0.7%	2.1%	5.4%	11.3%	10.9%	9.4%	18.2%	41.6%	17.5%	23.5%	-0.3%	Nov '24
Int’l Bond- JPMorgan	47.90	-0.4%	0.1%	0.9%	0.4%	3.5%	6.6%	8.7%	4.1%	6.7%	14.6%	5.7%	18.8%	-0.8%	Sep '24
Long Bond- Vanguard	78.95	0.4%	1.7%	3.8%	0.5%	5.9%	8.6%	11.2%	3.1%	-16.7%	-5.0%	-13.3%	22.4%	-16.9%	Sep '21
Long CA Muni- PIMCO	9.58	0.10%	0.6%	1.5%	1.2%	3.8%	6.8%	8.4%	4.3%	1.3%	10.3%	1.0%	16.1%	-0.2%	Oct '24
Long Muni- iShares	57.98	0.2%	0.6%	1.8%	1.3%	4.3%	4.6%	5.7%	2.7%	-0.5%	4.9%	-0.5%	11.0%	-0.9%	Aug '21

To add your own symbols and watchlist to the dashboard, sign up for free.

Explore Funds

Help

Legal

R&D Tools

Please sign in

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 (Large Cap)

DJIA (Large Value)

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Below
Peak
Nov '21

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 (Large Cap)

DJIA (Large Value)

BelowPeak Nov '24

Russell 2000 (Small Cap)

BelowPeak Nov '21

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

Below
Peak
Nov '24

Below
Peak
Nov '21