VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

60.6%

[

18.4%

annualized]

Dec 29 2023 - Oct 16 2026

DJIA (Large Value)

Return

38.0%

[

12.2%

annualized]

Dec 29 2023 - Oct 16 2026

Russell 2000 (Small Cap)

Return

34.3%

[

11.1%

annualized]

Dec 29 2023 - Oct 16 2026

Performance Range:

As of Oct 16 05:20 PM EDT, next update at 05:30 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7659.44	-1.1%	-1.9%	1.4%	1.7%	8.8%	15.5%	16.4%	11.9%	75.1%	71.3%	24.7%	53.7%	-2.0%	Oct '26
DJIA (Large Value)	52002.41	-0.3%	0.7%	1.1%	-1.0%	7.0%	13.2%	13.0%	8.2%	53.0%	47.3%	16.5%	38.1%	-4.3%	Aug '26
Russell 2000 (Small Cap)	2721.37	-1.7%	-3.0%	-4.8%	-8.5%	0.1%	10.3%	11.3%	9.6%	55.8%	20.1%	19.2%	54.6%	-11.3%	Aug '26
NASDAQ Comp (Tech/Growth)	26140.03	-2.1%	-4.5%	0.6%	1.0%	8.5%	15.9%	20.4%	12.5%	92.7%	75.5%	30.3%	71.2%	-5.3%	Oct '26
Aggregate Bond	95.38	-0.03%	0.8%	-0.1%	-1.8%	-2.1%	-1.8%	7.2%	-1.6%	14.9%	-1.8%	4.6%	3.7%	-3.4%	Feb '26
Corp Bond	103.40	-0.10%	1.0%	-0.6%	-2.6%	-3.2%	-3.6%	7.9%	-2.8%	17.5%	-5.0%	3.8%	5.2%	-4.5%	Feb '26
High Yield Bond	76.86	-0.4%	-0.5%	-1.6%	-2.3%	-1.5%	1.3%	8.6%	-0.4%	26.2%	16.9%	6.2%	10.8%	-2.9%	Aug '26
Preferred	28.86	-1.1%	-1.8%	-3.0%	-3.5%	-5.2%	-2.9%	4.9%	-3.0%	19.7%	-0.4%	0.2%	8.4%	-6.8%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	50.92	0.7%	3.0%	1.6%	0.5%	-0.8%	17.7%	9.9%	13.7%	37.5%	33.6%	17.0%	40.9%	-4.7%	Aug '26
Consumer Discretionary/Cyclical	112.46	-0.8%	-0.3%	2.3%	-4.0%	-4.0%	-2.4%	7.4%	-5.2%	42.7%	24.1%	0.9%	29.1%	-9.1%	Jan '26
Financial Services	55.52	0.5%	1.4%	-0.4%	-1.8%	7.5%	8.9%	14.9%	2.6%	73.3%	53.1%	9.2%	29.2%	-4.9%	Sep '26
Real Estate	91.76	0.3%	1.2%	-1.0%	-7.5%	-1.9%	5.1%	3.3%	6.7%	35.2%	4.8%	6.5%	21.7%	-8.3%	Jul '26
Communication Services	110.32	-1.9%	-0.1%	-2.1%	-1.8%	-6.6%	-2.2%	23.1%	-5.4%	67.5%	44.8%	7.4%	30.4%	-7.3%	Jan '26
Energy	68.24	2.5%	4.9%	7.2%	20.4%	22.2%	64.6%	7.9%	55.6%	66.3%	183.5%	56.3%	86.7%	NewNew Peak	Oct '26
Industrials	167.76	-0.08%	-0.9%	-0.3%	-6.6%	-1.0%	11.9%	19.3%	9.0%	70.1%	75.7%	23.5%	46.8%	-9.8%	Aug '26
Technology	183.47	-3.0%	-7.7%	-0.1%	3.5%	21.0%	29.6%	24.6%	27.9%	119.6%	144.2%	53.0%	105.8%	-9.2%	Oct '26
Consumer Staples/Defensive	87.62	1.1%	5.0%	5.8%	2.8%	9.1%	14.4%	1.5%	15.0%	40.8%	41.2%	12.5%	19.5%	-0.8%	Feb '26
Healthcare	176.71	-0.3%	3.5%	5.7%	9.6%	21.5%	26.2%	14.5%	15.6%	41.6%	49.7%	24.3%	36.4%	-0.3%	Oct '26
Utilities	42.21	1.3%	1.9%	2.9%	-6.5%	-7.7%	-5.5%	16.0%	0.9%	54.0%	49.3%	10.4%	20.4%	-9.7%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	157.74	-0.9%	-2.0%	0.1%	0.9%	6.6%	16.0%	22.4%	12.2%	77.0%	66.1%	30.2%	55.8%	-2.9%	Aug '26
MSCI Emerging Markets	62.85	-1.7%	-5.9%	-4.4%	-2.1%	1.1%	18.2%	34.0%	15.5%	77.0%	36.2%	45.0%	67.9%	-11.7%	Jun '26
FTSE Europe	87.29	0.09%	1.5%	-1.3%	-1.4%	1.1%	11.4%	35.8%	6.6%	64.9%	50.6%	31.7%	45.9%	-6.1%	Aug '26
MSCI Japan	94.88	-0.6%	-3.0%	-2.2%	3.2%	6.7%	21.4%	25.9%	18.1%	73.3%	54.9%	43.3%	61.9%	-4.5%	Oct '26
MSCI India	47.66	-0.6%	3.5%	0.4%	-2.1%	-4.7%	-11.9%	2.7%	-11.8%	7.3%	1.4%	-4.2%	-3.1%	-14.7%	Jun '25
MSCI China	51.20	-0.9%	-2.6%	-2.1%	-5.4%	-12.2%	-17.7%	31.0%	-14.2%	27.7%	-18.3%	-2.0%	16.5%	-22.1%	Oct '25
International Bond	47.13	-0.2%	0.3%	0.6%	-1.0%	-0.6%	-1.1%	2.9%	-0.4%	13.1%	0.7%	2.4%	2.0%	-2.4%	Feb '26
iShares Latin America	37.55	0.8%	-1.6%	7.2%	10.1%	0.2%	38.6%	52.7%	24.9%	72.9%	97.3%	66.3%	86.7%	-1.7%	Oct '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	701.61	-1.1%	-2.0%	1.5%	1.9%	9.4%	16.9%	17.8%	12.9%	82.0%	83.6%	27.1%	56.3%	-2.0%	Oct '26
US Large Growth	121.48	-2.2%	-5.0%	0.8%	0.3%	3.7%	5.3%	19.8%	2.9%	85.2%	90.1%	18.9%	53.8%	-6.0%	Oct '26
US Large Value	255.77	-0.1%	0.9%	1.8%	2.9%	14.5%	28.7%	15.7%	22.9%	77.7%	72.9%	34.1%	57.1%	-1.0%	Sep '26

US MidCap Blend	80.40	-0.6%	-0.9%	1.1%	-0.3%	6.6%	13.9%	17.0%	11.6%	78.8%	70.8%	24.2%	48.2%	-4.8%	Aug '26
US MidCap Growth	288.72	-2.0%	-4.5%	-0.1%	-2.2%	4.0%	0.5%	10.7%	3.9%	50.2%	20.7%	6.9%	34.7%	-7.9%	Aug '26
US MidCap Value	205.77	0.3%	1.8%	2.5%	1.7%	9.0%	22.6%	12.1%	17.8%	67.7%	58.3%	27.9%	49.6%	-2.0%	Aug '26

US Small Blend	284.32	-1.3%	-1.8%	-1.3%	-4.3%	2.3%	13.8%	8.9%	11.3%	58.4%	35.2%	17.2%	49.7%	-7.8%	Aug '26
US Small Growth	338.83	-2.5%	-5.0%	-6.2%	-10.1%	-2.6%	3.8%	12.9%	5.2%	57.7%	16.5%	15.2%	52.2%	-14.3%	Aug '26
US Small Value	208.75	-0.9%	-1.0%	-3.3%	-6.5%	4.0%	20.0%	12.4%	16.4%	65.3%	38.6%	28.4%	62.4%	-7.8%	Aug '26

Foreign Large Blend	103.55	-0.12%	0.1%	-1.4%	-0.3%	2.1%	13.5%	31.6%	9.5%	65.1%	51.7%	33.4%	49.3%	-4.8%	Aug '26
Foreign Growth	118.88	-0.5%	-1.2%	-0.5%	-1.6%	-0.2%	5.0%	20.7%	5.2%	45.1%	18.8%	17.7%	36.9%	-6.5%	Aug '26
Foreign Value	79.35	0.2%	1.5%	-2.3%	0.9%	4.3%	22.4%	42.2%	14.1%	85.9%	90.4%	49.9%	62.5%	-4.5%	Sep '26

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.71		-0.04%	0.0%	-0.6%	1.0%	2.5%	3.2%	3.6%	2.3%	18.7%	28.9%	5.2%	9.0%	-1.0%	Sep '26
Ultra Short- Janus AAA CLO	50.58		0.02%	0.1%	0.3%	1.2%	2.4%	5.0%	5.2%	3.6%	19.6%	28.0%	8.2%	8.7%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.44		-0.1%	-0.1%	-0.4%	1.5%	2.6%	4.6%	6.9%	2.0%	21.3%	30.1%	8.4%	12.2%	-0.6%	Sep '26
Interval CEF- Cliffwater	10.19	p	EOD	0.0%	-1.8%	-0.8%	0.9%	4.2%	8.9%	2.3%	28.9%	53.5%	9.8%	9.5%	-2.1%	Oct '26

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	58.72		-1.0%	-1.9%	0.4%	-0.1%	5.8%	15.1%	17.7%	10.8%	82.6%	109.1%	24.8%	54.0%	-3.4%	Aug '26
Int’l Min Volatility- Franklin	42.85		0.5%	2.5%	1.0%	3.6%	7.4%	28.2%	27.1%	19.6%	86.0%	120.4%	45.6%	59.9%	NewNew Peak	Aug '26
MidCap 30 - Hennessy (hi fee)	25.35	p	EOD	-0.2%	-1.6%	-9.7%	-4.7%	7.3%	3.0%	4.4%	61.5%	101.3%	6.7%	36.0%	-14.6%	Jun '26
Small Value- Avantis	120.08		-0.3%	0.4%	-2.2%	-4.5%	4.5%	25.3%	7.4%	18.9%	63.9%	66.4%	26.5%	63.4%	-6.4%	Aug '26
Mid Value- Pacer Cash Cows	70.34		0.01%	2.7%	1.1%	8.5%	13.0%	27.4%	9.0%	18.2%	49.9%	72.0%	23.8%	52.6%	-2.6%	Sep '26
Growth- S&P Momentum	140.89		-2.3%	-6.8%	-1.8%	-2.9%	11.5%	18.2%	26.6%	18.8%	144.0%	136.8%	38.6%	72.5%	-12.7%	Jun '26
Invesco S&P Quality	83.96		-1.1%	-2.2%	1.4%	-1.7%	6.5%	16.2%	13.2%	12.8%	70.2%	78.4%	20.2%	44.0%	-6.6%	Jun '26
Rotation Factor- BlackRock	68.70		-1.1%	-2.5%	0.4%	2.1%	9.4%	18.5%	20.0%	13.7%	97.1%	100.7%	30.2%	60.1%	-2.8%	Oct '26
US Min Volatility- Fidelity	73.57		-0.2%	1.3%	3.4%	4.8%	9.0%	15.4%	11.8%	11.5%	54.3%	60.5%	19.2%	38.1%	-0.2%	Oct '26
Derivative Income- JPMorgan	57.04		-0.2%	0.5%	2.6%	2.0%	3.2%	9.3%	8.1%	5.8%	34.1%	43.6%	9.6%	26.3%	-0.7%	Aug '26

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	18.18	p	EOD	-0.5%	0.5%	4.8%	8.4%	15.4%	6.5%	15.0%	34.3%	49.4%	20.6%	26.0%	-1.1%	Sep '26
Multistrategy- AQR	15.59	p	EOD	-0.1%	0.5%	6.6%	7.4%	14.3%	16.4%	11.3%	47.2%	85.0%	22.6%	27.8%	-0.3%	Oct '26
Long Short- AQR	22.42	p	EOD	-0.8%	0.2%	8.2%	9.8%	15.1%	34.4%	6.0%	89.8%	196.6%	32.3%	37.7%	-1.1%	Sep '26
Mkt Neutral- BlackRock	15.95	p	EOD	-0.8%	0.7%	6.0%	11.7%	24.6%	18.3%	17.7%	76.5%	98.2%	37.9%	31.6%	-1.8%	Oct '26
Multi Strategy- Variant	25.74	p	EOD	0.1%	0.6%	1.7%	3.0%	6.2%	7.2%	4.7%	20.3%	42.5%	11.1%	10.3%	NewNew Peak	Oct '26
Long Short- First Trust	76.86		-0.5%	-1.1%	1.4%	3.4%	7.1%	13.0%	9.1%	8.9%	48.4%	63.1%	15.0%	29.9%	-1.6%	Oct '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	340.59	-2.5%	-3.1%	-0.7%	-3.9%	1.5%	35.8%	66.0%	9.0%	147.2%	143.2%	84.9%	136.5%	-15.3%	May '26
Meta (Communications)	709.33	-3.7%	-1.3%	5.4%	6.8%	5.0%	0.0%	13.1%	7.7%	123.0%	120.5%	1.4%	39.6%	-9.8%	Aug '25
Amazon (Cyclical)	250.00	-1.9%	-4.7%	1.6%	0.0%	0.1%	16.6%	5.2%	8.3%	88.6%	46.7%	10.3%	46.5%	-12.0%	Aug '26
Tesla (Cyclical)	354.72	-2.1%	-7.3%	-0.9%	-9.3%	-8.8%	-17.3%	11.4%	-21.1%	39.7%	26.2%	-1.6%	59.9%	-27.6%	Dec '25
Procter & Gamble (Defensive)	159.35	1.4%	5.4%	8.4%	6.0%	13.0%	9.6%	-12.3%	13.7%	18.1%	25.5%	-0.2%	4.9%	-5.7%	Mar '25
PepsiCo (Defensive)	131.49	2.4%	4.4%	-2.1%	-4.7%	-15.2%	-10.4%	-1.8%	-5.6%	-9.0%	-2.6%	-3.4%	-0.4%	-20.5%	Feb '26
Coca-Cola (Defensive)	93.90	2.1%	6.6%	6.9%	11.2%	26.5%	42.6%	15.6%	36.9%	91.6%	99.5%	40.6%	43.0%	NewNew Peak	Oct '26
Exxon Mobil (Energy)	178.98	2.5%	5.9%	9.6%	23.4%	19.3%	66.5%	16.0%	51.7%	79.6%	240.7%	70.1%	86.2%	NewNew Peak	Oct '26
Chevron (Energy)	224.99	2.6%	6.1%	6.4%	23.4%	21.7%	54.1%	10.1%	51.7%	54.2%	150.8%	52.2%	74.8%	NewNew Peak	Oct '26
JPMorgan Chase (Financial)	339.72	1.2%	2.0%	-2.2%	-0.5%	10.6%	16.0%	37.3%	7.5%	144.9%	130.8%	26.0%	61.2%	-6.5%	Aug '26
Visa (Financial)	402.61	0.7%	4.5%	8.5%	10.5%	28.3%	21.0%	11.8%	15.5%	71.6%	81.0%	14.6%	32.1%	NewNew Peak	Oct '26
Mastercard (Financial)	617.42	0.2%	4.8%	8.9%	12.1%	19.4%	13.0%	9.0%	8.8%	56.7%	78.7%	9.8%	30.0%	NewNew Peak	Oct '26
Bank of America (Financial)	51.23	-0.9%	-5.7%	-11.5%	-16.3%	-3.3%	3.7%	28.0%	-5.4%	104.0%	24.9%	15.8%	51.1%	-20.6%	Aug '26
UnitedHealth (Health)	401.43	-1.3%	5.8%	7.0%	-4.6%	28.4%	15.5%	-33.1%	24.0%	-20.5%	2.6%	-17.9%	-24.5%	-30.3%	Apr '25
Johnson & Johnson (Health)	255.56	0.9%	-2.2%	-4.4%	2.7%	10.1%	36.0%	47.5%	25.5%	76.7%	82.2%	68.2%	77.0%	-8.2%	Sep '26
Eli Lilly (Health)	1257.03	0.4%	6.6%	10.5%	7.7%	39.5%	54.4%	40.2%	17.5%	108.1%	453.0%	46.5%	74.9%	-1.8%	Aug '26
Union Pacific (Industrials)	289.04	0.11%	3.8%	2.9%	-3.0%	16.3%	31.7%	3.9%	26.8%	46.5%	43.7%	21.6%	43.5%	-6.5%	Aug '26
Honeywell (Industrials)	211.41	0.4%	1.8%	1.8%	-6.3%	-11.4%	7.3%	-6.4%	4.7%	22.2%	7.4%	5.1%	20.5%	-18.0%	Mar '26
Nvidia (IT)	214.13	-1.4%	-6.6%	0.1%	3.4%	8.2%	18.1%	38.9%	15.1%	365.9%	883.8%	54.2%	122.9%	-10.5%	Oct '26
Broadcom (IT)	328.75	-4.5%	-9.1%	-3.0%	-12.0%	-17.2%	-6.5%	50.6%	-4.5%	276.3%	613.6%	45.8%	113.1%	-31.5%	Jun '26
Adobe (IT)	245.20	-2.6%	1.2%	-2.1%	4.2%	-1.2%	-25.5%	-21.3%	-29.9%	-55.5%	-59.8%	-46.3%	-27.9%	-47.2%	Feb '25
Oracle (IT)	128.23	-4.6%	-9.3%	-10.1%	3.6%	-27.6%	-58.5%	18.1%	-33.3%	22.2%	43.9%	-27.9%	5.2%	-60.4%	Sep '25
salesforce.com (IT)	240.70	-2.4%	5.0%	-3.8%	39.6%	33.4%	-1.3%	-20.2%	-8.5%	17.6%	-15.9%	-24.8%	0.0%	-32.2%	Jan '25
Linde PLC (Materials)	498.43	1.1%	3.0%	7.9%	-4.0%	0.5%	13.7%	3.2%	18.0%	36.6%	73.0%	10.4%	23.0%	-8.5%	Jul '26
Sherwin-Williams (Materials)	335.20	-0.5%	5.0%	4.3%	-0.6%	1.1%	2.1%	-3.8%	4.2%	36.4%	18.3%	-3.2%	8.4%	-9.8%	Sep '25
American Tower (Real Estate)	185.27	2.2%	1.7%	6.2%	10.9%	5.9%	0.7%	-0.9%	8.8%	21.7%	-19.1%	4.8%	-3.4%	-16.3%	Jul '25
Prologis Inc. (Real Estate)	125.75	-0.9%	-2.9%	-6.0%	-15.5%	-10.2%	7.0%	25.1%	0.8%	24.9%	6.4%	9.6%	47.2%	-15.5%	Jul '26
NextEra Energy (Utilities)	79.80	1.1%	3.1%	-0.7%	-10.0%	-11.8%	-3.5%	15.5%	1.6%	60.4%	11.8%	21.8%	30.1%	-17.3%	Apr '26
Duke Energy (Utilities)	121.47	2.2%	4.1%	3.2%	-2.8%	-3.9%	-1.3%	12.7%	6.3%	52.0%	46.8%	14.5%	10.4%	-7.4%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.67	p	EOD	0.4%	0.2%	-0.9%	0.2%	2.2%	9.4%	1.7%	25.5%	10.4%	9.6%	12.5%	-1.7%	Aug '26
Moderate-60% Stock	68.28		-0.5%	-0.8%	-0.1%	-0.2%	3.0%	9.1%	16.4%	6.8%	49.8%	37.2%	20.3%	33.0%	-2.6%	Aug '26
Mod Agg-80% Stock	55.52	p	EOD	-0.7%	0.6%	0.8%	5.1%	13.2%	19.6%	10.3%	63.7%	50.0%	26.4%	44.9%	-2.3%	Aug '26
Aggressive-90% Stock	34.38	p	EOD	-1.2%	0.4%	0.5%	6.4%	17.3%	20.9%	13.6%	70.5%	52.7%	30.7%	54.1%	-2.6%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	81612.04	-0.6%	-1.1%	7.2%	27.9%	8.6%	-24.6%	-6.3%	-6.7%	186.2%	32.5%	-15.5%	7.0%	-34.6%	Oct '25
Ethereum	2413.15	-1.1%	-2.9%	-0.1%	29.5%	2.7%	-38.0%	-11.0%	-18.7%	50.8%	-37.5%	-11.1%	63.9%	-50.1%	Aug '25
BNB	721.48	-1.0%	-2.8%	-0.6%	26.1%	13.5%	-37.0%	23.1%	-16.4%	235.8%	52.3%	10.4%	30.4%	-44.9%	Oct '25
Solana	104.16	-1.1%	-4.6%	5.6%	38.4%	17.0%	-43.6%	-34.2%	-16.3%	334.3%	-35.9%	-38.4%	-1.3%	-60.2%	Jan '25
Bitcoin ETF	46.15	-0.9%	-0.9%	7.2%	26.8%	8.0%	-24.9%	-6.4%	-7.0%	-	-	-15.6%	5.9%	-35.3%	Oct '25
Grayscale Bitcoin (hi fee)	62.91	-1.0%	-1.0%	7.1%	26.4%	7.3%	-25.8%	-7.6%	-8.0%	219.5%	46.9%	-17.3%	3.8%	-36.1%	Oct '25
Bloomberg Commodities	26.42	0.6%	0.8%	-0.5%	12.3%	9.6%	40.3%	14.9%	35.3%	55.8%	62.9%	41.9%	57.1%	-1.5%	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.44	0.13%	-2.9%	1.6%	6.6%	10.3%	18.6%	1.1%	12.3%	11.7%	165.0%	14.1%	15.3%	-4.0%	Oct '26
10yr Treasury rate	5.10	0.2%	-2.8%	1.8%	11.6%	18.3%	28.2%	-9.0%	22.5%	8.2%	223.5%	12.4%	19.6%	-4.0%	Oct '26
5yr Treasury rate	4.90	0%	-2.4%	0.8%	14.4%	25.2%	38.0%	-15.0%	31.6%	3.9%	336.6%	12.1%	25.2%	-3.7%	Sep '26
13-week T-bill	4.07	-0.4%	0.3%	2.5%	10.1%	12.7%	5.6%	-15.7%	14.7%	-23.6%	10610.5%	-3.5%	-2.6%	-5.0%	May '25
Crude Oil	99.04	1.1%	7.8%	-3.3%	25.4%	4.6%	72.4%	-19.9%	72.5%	14.3%	20.4%	37.1%	66.2%	-12.3%	Apr '26
Gold	4186.70	0.4%	-0.7%	-4.6%	4.9%	-12.9%	-2.7%	64.4%	-3.6%	116.4%	136.8%	42.6%	40.0%	-21.3%	Jan '26
USD/EUR	0.89	-0.3%	-0.3%	2.0%	1.8%	4.8%	4.1%	-11.4%	4.5%	-6.1%	-	-7.1%	-2.3%	-8.9%	Jan '25
USD/JPY	157.99	-0.10%	-0.2%	1.3%	-2.7%	-0.8%	5.2%	-0.4%	1.0%	5.6%	-	4.0%	8.3%	-3.6%	Jul '26
S&P 500 Volatility Index	19.99	21.4%	34.7%	12.9%	19.5%	11.4%	-21.0%	-13.8%	33.7%	16.2%	22.6%	30.9%	-61.8%	-61.8%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.98		0.04%	0.2%	0.3%	0.2%	1.1%	2.5%	6.1%	1.7%	18.7%	19.2%	7.1%	6.4%	-0.3%	Aug '26
Interm Muni- JPMorgan	48.20		0.04%	1.3%	-0.3%	-3.1%	-2.5%	-1.4%	4.3%	-1.9%	11.1%	3.2%	1.7%	4.1%	-3.8%	Jul '26
Interm Bond- Janus MSB	42.85		0%	0.9%	-0.7%	-3.0%	-3.4%	-1.8%	8.8%	-2.4%	17.6%	0.6%	5.1%	4.0%	-4.5%	Feb '26
Interm Bond- Vanguard	73.59		0.07%	0.9%	0.0%	-2.2%	-2.7%	-2.5%	8.5%	-2.4%	15.6%	-0.9%	5.0%	3.5%	-4.1%	Feb '26
Multisector Bond- Intrepid	8.71	p	EOD	-0.3%	-0.9%	-0.9%	0.6%	3.0%	8.2%	1.9%	26.9%	31.8%	8.5%	11.4%	-1.3%	Aug '26
Int’l Bond- JPMorgan	46.94		0.11%	0.4%	0.2%	-1.5%	-0.8%	0.0%	8.2%	-0.5%	18.8%	13.4%	5.8%	6.4%	-2.3%	Feb '26
Long Bond- Vanguard	69.80		-0.2%	1.6%	-1.1%	-3.5%	-4.4%	-6.1%	7.2%	-4.0%	16.9%	-16.2%	1.6%	5.2%	-6.9%	Oct '25
Long CA Muni- PIMCO	8.97	p	EOD	1.6%	-0.3%	-3.5%	-2.8%	-1.2%	4.4%	-1.9%	14.0%	3.4%	1.9%	4.7%	-4.3%	Jul '26
Long Muni- iShares	54.82		0.05%	1.2%	-0.3%	-3.3%	-2.9%	-1.8%	3.4%	-2.4%	9.3%	0.4%	1.3%	5.2%	-4.3%	Feb '26

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

Explore Funds

Selected Funds & Models

Advanced

Help

Legal

R&D Tools

Please sign in

Please sign in

Help

Legal

R&D Tools

We're happy to hear from you

Create a free account

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

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