VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

62.3%

[

20.4%

annualized]

Dec 29 2023 - Aug 05 2026

DJIA (Large Value)

Return

44.5%

[

15.2%

annualized]

Dec 29 2023 - Aug 05 2026

Russell 2000 (Small Cap)

Return

49.1%

[

16.6%

annualized]

Dec 29 2023 - Aug 05 2026

Performance Range:

As of Aug 05 03:50 PM EDT, next update at 04:00 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	7740.13	0.05%	5.8%	3.4%	6.6%	13.9%	22.9%	16.4%	13.1%	72.8%	74.8%	61.4%	116.4%	NewNew Peak	Aug '26
DJIA (Large Value)	54463.85	0.7%	5.6%	3.0%	10.5%	11.4%	23.5%	13.0%	13.3%	55.3%	55.3%	48.9%	86.5%	NewNew Peak	Aug '26
Russell 2000 (Small Cap)	3022.51	-0.5%	4.0%	0.9%	6.2%	17.3%	35.8%	11.3%	21.8%	54.4%	35.2%	33.0%	79.1%	-0.5%	Aug '26
NASDAQ Comp (Tech/Growth)	26424.81	-0.6%	8.1%	2.3%	4.3%	17.2%	26.3%	20.4%	13.7%	90.0%	77.4%	66.9%	153.7%	-2.5%	Jun '26
Aggregate Bond	97.69	0.04%	0.1%	-0.9%	-0.4%	-0.7%	2.1%	7.2%	-0.2%	12.8%	-1.7%	0.2%	17.1%	-2.0%	Feb '26
Corp Bond	106.72	-0.04%	0.5%	-1.8%	-1.1%	-1.6%	1.2%	7.9%	-1.0%	14.7%	-4.7%	-2.2%	24.0%	-2.7%	Feb '26
High Yield Bond	79.49	-0.08%	0.3%	-0.3%	0.4%	1.2%	4.6%	8.6%	1.5%	26.5%	19.5%	18.2%	38.4%	-0.5%	Jul '26
Preferred	30.69	-0.1%	2.0%	0.7%	-1.5%	0.4%	3.2%	4.9%	1.6%	19.5%	3.8%	2.9%	26.2%	-2.4%	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	52.74	1.4%	1.9%	1.4%	2.7%	5.3%	21.4%	9.9%	17.3%	33.7%	40.4%	29.0%	65.6%	-0.8%	Feb '26
Consumer Discretionary/Cyclical	118.60	0.3%	6.3%	1.3%	0.6%	1.3%	9.2%	7.4%	-0.3%	41.7%	35.6%	17.1%	76.2%	-4.4%	Jan '26
Financial Services	58.08	0.3%	2.5%	4.4%	13.0%	9.9%	14.1%	14.9%	7.0%	74.4%	70.6%	58.7%	104.2%	NewNew Peak	Aug '26
Real Estate	98.76	-0.2%	-1.9%	0.8%	4.0%	10.9%	13.7%	3.3%	13.8%	33.9%	11.7%	2.3%	50.2%	-2.2%	Jul '26
Communication Services	110.64	-1.2%	1.0%	0.9%	-4.1%	-4.2%	4.4%	23.1%	-5.5%	70.5%	40.6%	48.3%	141.9%	-7.3%	Jan '26
Energy	57.31	-2.1%	-2.3%	7.7%	-2.9%	11.3%	38.2%	7.9%	30.0%	45.1%	180.0%	134.1%	62.1%	-7.7%	Mar '26
Industrials	186.91	0.3%	5.8%	1.6%	8.7%	11.6%	25.5%	19.3%	21.1%	80.3%	95.5%	90.7%	133.2%	NewNew Peak	Aug '26
Technology	186.95	0.03%	12.2%	3.5%	13.0%	38.2%	44.5%	24.6%	30.2%	122.8%	150.5%	120.3%	229.5%	-5.6%	Jun '26
Consumer Staples/Defensive	85.35	-0.03%	-2.3%	0.4%	2.2%	-0.6%	9.0%	1.5%	11.3%	24.0%	37.2%	24.6%	39.5%	-4.0%	Feb '26
Healthcare	164.04	1.2%	-1.3%	0.2%	13.4%	6.8%	26.0%	14.5%	6.9%	30.3%	33.7%	26.6%	43.2%	-1.9%	Jul '26
Utilities	43.58	-1.2%	-3.0%	-4.8%	-5.4%	2.5%	3.7%	16.0%	3.5%	49.0%	50.0%	40.7%	58.7%	-7.5%	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	160.78	0.09%	5.5%	3.0%	6.2%	13.0%	25.8%	22.4%	14.4%	74.8%	70.2%	63.3%	121.9%	NewNew Peak	Aug '26
MSCI Emerging Markets	65.85	-0.2%	7.8%	0.2%	1.2%	13.1%	37.5%	34.0%	21.0%	74.5%	41.5%	48.4%	109.0%	-7.5%	Jun '26
FTSE Europe	91.93	0.10%	3.5%	2.9%	7.3%	7.9%	24.3%	35.8%	12.0%	64.2%	55.9%	55.0%	127.2%	NewNew Peak	Aug '26
MSCI Japan	95.38	0.8%	6.7%	2.4%	7.4%	11.4%	32.6%	25.9%	18.8%	68.5%	58.2%	58.3%	115.6%	-1.6%	Jun '26
MSCI India	50.31	-0.4%	2.3%	1.5%	2.3%	-5.0%	-4.0%	2.7%	-6.9%	15.1%	17.5%	9.0%	25.2%	-14.4%	Sep '24
MSCI China	56.01	-0.1%	1.7%	10.0%	-1.5%	-6.2%	-1.4%	31.0%	-6.1%	26.1%	-12.0%	-0.4%	52.5%	-14.8%	Oct '25
International Bond	47.99	0.03%	0.4%	-0.5%	0.7%	0.0%	1.2%	2.9%	0.7%	12.9%	-0.2%	2.1%	18.2%	-1.4%	Feb '26
iShares Latin America	35.11	0.09%	2.4%	4.2%	-2.2%	1.0%	44.8%	52.7%	16.8%	51.3%	69.4%	102.3%	81.5%	-6.7%	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	709.18	0.03%	5.7%	3.6%	6.9%	14.5%	24.3%	17.8%	13.8%	79.7%	87.4%	72.1%	128.0%	NewNew Peak	Aug '26
US Large Growth	124.30	0.00%	9.0%	2.6%	3.3%	11.6%	14.9%	19.8%	5.2%	90.3%	96.2%	79.2%	158.6%	-3.4%	Jun '26
US Large Value	256.46	-0.07%	2.8%	3.9%	10.9%	16.9%	33.9%	15.7%	22.8%	69.2%	76.2%	66.0%	101.5%	-0.1%	Aug '26

US MidCap Blend	82.69	-0.2%	2.6%	2.7%	6.8%	13.3%	20.5%	17.0%	14.8%	75.6%	81.1%	69.2%	118.8%	-0.2%	Aug '26
US MidCap Growth	306.47	-0.2%	5.5%	1.7%	6.1%	15.5%	7.0%	10.7%	10.2%	52.2%	29.8%	25.9%	85.8%	-0.2%	Aug '26
US MidCap Value	207.01	-0.2%	0.5%	3.4%	7.3%	11.8%	26.1%	12.1%	17.9%	56.8%	63.2%	52.3%	84.2%	-0.2%	Jul '26

US Small Blend	303.79	-0.6%	3.7%	1.1%	6.3%	13.7%	27.5%	8.9%	18.6%	55.4%	46.8%	42.8%	85.3%	-0.6%	Aug '26
US Small Growth	386.84	-0.4%	6.4%	0.0%	5.2%	18.9%	32.7%	12.9%	19.9%	60.2%	31.9%	34.5%	90.9%	-1.8%	Jun '26
US Small Value	225.44	-0.7%	1.7%	1.9%	7.9%	16.5%	42.4%	12.4%	25.2%	60.0%	55.4%	46.2%	84.1%	-0.7%	Aug '26

Foreign Large Blend	107.54	0.2%	4.0%	3.0%	7.1%	8.9%	25.8%	31.6%	13.8%	63.8%	56.3%	56.1%	116.9%	NewNew Peak	Aug '26
Foreign Growth	124.87	0.2%	5.3%	1.0%	5.3%	8.1%	18.1%	20.7%	10.5%	41.5%	22.4%	22.2%	85.1%	-0.4%	Jun '26
Foreign Value	81.60	0.2%	2.8%	4.8%	8.7%	9.9%	33.6%	42.2%	17.3%	87.9%	96.1%	96.5%	152.0%	NewNew Peak	Aug '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	22.99		0.09%	-0.2%	0.5%	1.2%	2.8%	2.1%	3.6%	1.8%	20.0%	30.1%	27.5%	33.4%	-0.3%	Jul '26
Ultra Short- Janus AAA CLO	50.52		0.02%	-0.3%	-0.1%	0.7%	1.8%	4.5%	5.2%	2.2%	19.3%	26.4%	26.1%	28.3%	-0.3%	Jul '26
Bank Loan- Invesco	20.49		0.2%	0.6%	1.2%	0.8%	2.6%	4.4%	6.9%	1.1%	22.7%	30.5%	28.3%	34.8%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.30	p	EOD	0.1%	0.6%	1.4%	3.0%	6.8%	8.9%	3.4%	33.5%	58.0%	52.2%	45.3%	NewNew Peak	Aug '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	60.51		-0.2%	5.4%	3.3%	5.7%	13.2%	22.9%	17.7%	13.9%	84.0%	120.3%	112.4%	134.6%	-0.2%	Aug '26
Int’l Min Volatility- Franklin	42.59		-0.2%	-0.6%	3.8%	6.0%	10.0%	33.9%	27.1%	17.9%	86.5%	117.1%	110.3%	125.8%	-1.0%	Jul '26
MidCap 30 - Hennessy (hi fee)	29.25	p	EOD	5.6%	1.6%	3.9%	16.3%	31.8%	3.0%	20.5%	75.5%	129.1%	125.0%	131.3%	-1.4%	Jun '26
Small Value- Avantis	127.55		-0.9%	1.9%	3.3%	6.5%	14.6%	39.9%	7.4%	25.9%	60.8%	89.5%	70.3%	95.5%	-0.9%	Aug '26
Mid Value- Pacer Cash Cows	68.04		-0.2%	0.3%	6.7%	7.1%	8.8%	24.7%	9.0%	13.6%	42.0%	69.9%	57.0%	69.9%	-0.2%	Aug '26
Growth- S&P Momentum	151.08		-0.06%	10.8%	0.2%	9.7%	30.8%	32.8%	26.6%	27.2%	174.1%	159.0%	147.0%	203.6%	-6.5%	Jun '26
Invesco S&P Quality	86.92		-0.2%	4.4%	-1.1%	6.7%	12.2%	23.9%	13.2%	16.5%	76.0%	85.6%	73.4%	128.5%	-3.5%	Jun '26
Rotation Factor- BlackRock	69.68		0.07%	6.2%	3.8%	8.2%	16.2%	26.7%	20.0%	15.1%	96.3%	104.7%	94.6%	163.6%	NewNew Peak	Aug '26
US Min Volatility- Fidelity	73.03		-0.12%	2.5%	4.3%	6.0%	8.4%	17.9%	11.8%	10.3%	52.2%	60.2%	50.0%	83.0%	-0.1%	Aug '26
Derivative Income- JPMorgan	57.51		0.3%	1.0%	1.4%	3.2%	2.3%	10.7%	8.1%	4.7%	31.5%	42.6%	35.6%	54.7%	-0.5%	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	17.49	p	EOD	1.2%	1.3%	1.7%	9.7%	11.5%	6.5%	10.6%	31.4%	45.6%	43.2%	42.7%	-0.2%	Aug '26
Multistrategy- AQR	14.80	p	EOD	0.7%	2.4%	0.8%	3.8%	13.1%	16.4%	5.6%	45.2%	77.3%	73.5%	55.1%	-0.8%	Jun '26
Long Short- AQR	21.60	p	EOD	3.8%	6.4%	5.1%	3.4%	17.0%	34.4%	2.1%	94.6%	190.3%	163.5%	151.3%	NewNew Peak	Aug '26
Mkt Neutral- BlackRock	15.37	p	EOD	2.4%	2.9%	5.6%	13.1%	24.2%	18.3%	13.4%	78.4%	86.6%	91.8%	92.4%	NewNew Peak	Aug '26
Multi Strategy- Variant	25.78	p	EOD	0.1%	0.6%	1.3%	3.2%	6.5%	7.2%	3.3%	20.6%	42.9%	38.1%	29.5%	NewNew Peak	Aug '26
Long Short- First Trust	75.73		-0.07%	1.9%	2.5%	2.8%	7.6%	15.5%	9.1%	7.1%	46.2%	62.1%	53.8%	70.0%	-0.1%	Aug '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)	362.30	-4.1%	7.6%	0.7%	-6.7%	9.5%	86.6%	66.0%	15.9%	185.3%	168.3%	152.1%	274.7%	-10.0%	May '26
Meta (Communications)	588.23	0.05%	0.4%	0.9%	-2.7%	-12.1%	-22.7%	13.1%	-10.7%	91.0%	63.5%	75.3%	365.4%	-25.3%	Aug '25
Amazon (Cyclical)	272.06	-1.9%	20.0%	12.1%	-0.5%	22.2%	27.3%	5.2%	17.9%	94.9%	61.2%	59.7%	141.0%	-4.2%	Aug '26
Tesla (Cyclical)	322.08	-1.6%	8.0%	-18.1%	-17.3%	-18.9%	4.3%	11.4%	-28.4%	26.9%	35.2%	-19.5%	48.3%	-34.3%	Dec '25
Procter & Gamble (Defensive)	146.98	-0.7%	0.6%	-2.2%	2.2%	-5.9%	0.5%	-12.3%	4.8%	2.4%	17.3%	2.0%	31.2%	-14.2%	Dec '24
PepsiCo (Defensive)	138.95	-0.11%	-3.2%	-3.7%	-9.4%	-15.4%	3.6%	-1.8%	-1.3%	-16.4%	5.5%	-7.2%	-7.1%	-20.8%	May '23
Coca-Cola (Defensive)	86.97	0.5%	-2.4%	3.4%	11.5%	12.3%	29.5%	15.6%	26.1%	56.5%	78.5%	67.5%	76.2%	-2.4%	Jul '26
Exxon Mobil (Energy)	151.39	-1.7%	-3.4%	10.4%	-1.6%	5.0%	45.7%	16.0%	27.5%	55.8%	218.1%	178.3%	74.2%	-11.1%	Mar '26
Chevron (Energy)	186.42	-2.1%	-2.8%	10.2%	-2.3%	6.0%	26.9%	10.1%	24.6%	32.8%	126.1%	87.2%	37.8%	-10.9%	Mar '26
JPMorgan Chase (Financial)	360.23	0.8%	4.5%	8.2%	17.0%	17.3%	26.0%	37.3%	13.4%	146.6%	166.6%	151.0%	279.7%	NewNew Peak	Aug '26
Visa (Financial)	368.65	-0.3%	0.0%	1.8%	14.7%	12.5%	10.1%	11.8%	5.6%	57.8%	59.3%	72.3%	112.9%	-0.5%	Jun '25
Mastercard (Financial)	571.06	-0.01%	1.4%	6.0%	15.1%	3.8%	1.5%	9.0%	0.5%	48.5%	58.1%	58.4%	106.1%	-4.1%	Aug '25
Bank of America (Financial)	63.44	0.9%	3.9%	8.0%	20.1%	16.7%	42.3%	28.0%	16.6%	118.5%	83.8%	53.7%	133.7%	NewNew Peak	Aug '26
UnitedHealth (Health)	413.37	1.4%	-1.7%	-2.8%	14.3%	56.0%	69.1%	-33.1%	26.9%	-12.6%	9.7%	-10.8%	-11.2%	-31.1%	Nov '24
Johnson & Johnson (Health)	257.91	1.2%	-2.9%	-2.0%	15.0%	9.7%	54.8%	47.5%	26.0%	66.5%	70.9%	70.9%	76.7%	-3.5%	Jul '26
Eli Lilly (Health)	1170.21	4.9%	-3.3%	-3.6%	18.5%	15.0%	53.9%	40.2%	9.3%	165.9%	364.3%	348.5%	271.5%	-5.3%	Jul '26
Union Pacific (Industrials)	295.43	-0.3%	1.1%	4.7%	12.5%	18.7%	35.5%	3.9%	29.0%	38.3%	50.9%	32.2%	67.7%	-3.9%	Jul '26
Honeywell (Industrials)	248.99	0.08%	3.3%	8.3%	14.2%	2.6%	16.4%	-6.4%	23.0%	42.0%	21.6%	34.0%	57.9%	-3.8%	Mar '26
Nvidia (IT)	220.35	4.0%	16.0%	13.1%	12.3%	28.4%	23.8%	38.9%	18.3%	394.1%	971.5%	633.9%	1820.9%	-6.4%	May '26
Broadcom (IT)	421.17	0.7%	13.7%	16.8%	-1.3%	36.1%	44.8%	50.6%	22.1%	395.3%	848.7%	588.0%	935.4%	-12.4%	Jun '26
Adobe (IT)	258.89	0.5%	-1.7%	17.8%	1.3%	-3.9%	-23.6%	-21.3%	-26.0%	-50.9%	-59.0%	-54.1%	-9.5%	-59.2%	Feb '24
Oracle (IT)	144.75	-0.7%	22.9%	3.6%	-21.6%	6.8%	-42.7%	18.1%	-25.0%	31.0%	73.1%	75.5%	137.8%	-55.4%	Sep '25
salesforce.com (IT)	192.46	0.8%	2.2%	15.9%	3.2%	1.8%	-21.6%	-20.2%	-27.0%	-8.8%	-21.9%	-23.4%	37.6%	-47.0%	Dec '24
Linde PLC (Materials)	491.19	1.4%	-3.9%	-10.1%	-1.5%	7.6%	6.0%	3.2%	15.9%	35.1%	72.4%	54.2%	90.0%	-10.1%	Jul '26
Sherwin-Williams (Materials)	368.84	2.0%	7.3%	4.6%	18.3%	2.7%	5.7%	-3.8%	14.4%	38.5%	30.5%	13.4%	89.4%	-6.5%	Nov '24
American Tower (Real Estate)	167.54	-4.4%	-6.5%	0.9%	-5.0%	-0.4%	-17.2%	-0.9%	-2.7%	0.7%	-30.7%	-32.3%	3.6%	-26.0%	Sep '24
Prologis Inc. (Real Estate)	140.48	1.0%	-3.4%	0.7%	0.9%	4.8%	35.5%	25.1%	11.7%	26.5%	24.4%	-2.5%	57.2%	-6.4%	Jul '26
NextEra Energy (Utilities)	85.88	-1.5%	-2.9%	-2.8%	-10.1%	-2.4%	24.1%	15.5%	8.5%	35.6%	21.7%	5.9%	31.3%	-11.6%	Apr '26
Duke Energy (Utilities)	122.96	-1.1%	-4.7%	-5.1%	-2.8%	1.4%	2.6%	12.7%	6.7%	54.3%	38.2%	41.4%	65.5%	-7.1%	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	16.03	p	EOD	1.5%	0.3%	1.4%	2.4%	6.8%	9.4%	3.2%	23.8%	10.7%	11.8%	33.9%	-0.1%	Jun '26
Moderate-60% Stock	69.94		0.07%	3.5%	1.0%	3.7%	7.5%	16.5%	16.4%	8.9%	48.0%	39.5%	36.8%	73.7%	NewNew Peak	Aug '26
Mod Agg-80% Stock	56.32	p	EOD	4.5%	2.2%	4.8%	10.1%	21.3%	19.6%	11.9%	60.4%	52.4%	48.6%	95.2%	NewNew Peak	Aug '26
Aggressive-90% Stock	34.96	p	EOD	5.0%	2.1%	5.5%	13.2%	26.5%	20.9%	15.5%	66.4%	57.0%	51.9%	102.8%	NewNew Peak	Aug '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	64839.59	1.2%	1.5%	5.5%	-19.9%	3.4%	-43.2%	-6.3%	-25.9%	123.0%	58.7%	39.6%	238.5%	-48.0%	Oct '25
Ethereum	1918.31	2.7%	0.5%	13.0%	-18.8%	5.3%	-46.9%	-11.0%	-35.3%	5.0%	-32.2%	-49.0%	48.1%	-60.3%	Aug '25
BNB	599.63	1.2%	4.9%	7.5%	-4.9%	-1.1%	-20.6%	23.1%	-30.5%	148.3%	77.5%	17.1%	121.3%	-54.2%	Oct '25
Solana	74.40	0.9%	1.1%	-7.7%	-13.8%	-4.8%	-54.7%	-34.2%	-40.2%	226.4%	99.2%	-56.3%	138.7%	-71.6%	Jan '25
Bitcoin ETF	36.74	1.0%	2.1%	5.4%	-20.6%	1.8%	-43.1%	-6.4%	-26.0%	-	-	-	-	-48.5%	Oct '25
Grayscale Bitcoin (hi fee)	50.22	1.0%	2.1%	5.4%	-20.9%	1.1%	-43.8%	-7.6%	-26.5%	189.3%	64.9%	62.2%	396.0%	-49.0%	Oct '25
Bloomberg Commodities	23.53	0.8%	-2.1%	5.5%	-7.3%	12.4%	33.5%	14.9%	20.5%	38.7%	59.2%	53.0%	32.7%	-9.2%	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	5.17	-0.3%	0.6%	3.8%	3.8%	6.4%	8.5%	1.1%	6.9%	22.8%	177.7%	156.6%	33.2%	-1.9%	Jul '26
10yr Treasury rate	4.62	-0.2%	-0.1%	2.9%	4.6%	9.7%	10.0%	-9.0%	10.9%	13.7%	279.4%	183.6%	18.3%	-7.4%	Oct '23
5yr Treasury rate	4.32	-0.2%	-0.6%	2.2%	6.2%	15.3%	14.9%	-15.0%	16.2%	3.9%	501.4%	216.8%	5.2%	-12.8%	Oct '23
13-week T-bill	3.72	-0.1%	1.8%	1.6%	3.5%	4.1%	-10.2%	-15.7%	5.0%	-29.1%	8562.8%	6928.3%	5.4%	-30.3%	Oct '23
Crude Oil	75.24	-0.7%	-10.9%	9.5%	-26.4%	18.9%	15.5%	-19.9%	31.0%	-9.2%	8.9%	-1.1%	-13.8%	-33.4%	Apr '26
Gold	4311.70	5.3%	6.9%	4.8%	-5.4%	-11.3%	27.5%	64.5%	-0.3%	122.3%	138.9%	139.6%	158.1%	-18.9%	Jan '26
USD/EUR	0.87	-0.2%	-0.7%	-1.1%	1.4%	2.2%	0.2%	-11.4%	1.7%	-	2.4%	-1.6%	-16.0%	-11.3%	Jan '25
USD/JPY	157.73	0.02%	-3.4%	-2.3%	0.0%	0.5%	6.9%	-0.4%	0.8%	-	43.7%	37.0%	7.5%	-3.7%	Jul '26
S&P 500 Volatility Index	15.51	-6.0%	-24.9%	-4.0%	-10.8%	-28.8%	-13.1%	-13.8%	3.7%	-9.3%	-10.2%	-6.6%	-53.8%	-70.4%	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	50.56		0.01%	0.2%	0.3%	0.9%	1.2%	4.0%	6.1%	1.8%	18.7%	19.1%	19.3%	24.6%	NewNew Peak	Aug '26
Interm Muni- JPMorgan	49.83		0.1%	0.0%	-1.4%	-0.3%	-0.5%	4.2%	4.3%	0.5%	11.0%	4.3%	4.8%	16.3%	-1.5%	Jul '26
Interm Bond- Janus MSB	44.49		0.07%	0.0%	-1.1%	-0.6%	-0.8%	3.6%	8.8%	-0.1%	15.1%	2.6%	3.5%	20.3%	-2.2%	Feb '26
Interm Bond- Vanguard	75.75		0.01%	0.2%	-0.9%	-0.5%	-1.0%	1.6%	8.5%	-0.7%	13.9%	-1.1%	1.5%	19.2%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.4%	0.6%	1.4%	2.6%	6.6%	8.2%	3.1%	29.6%	35.3%	32.2%	39.0%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	48.06		0.11%	0.6%	-0.4%	1.0%	0.1%	3.3%	8.2%	1.1%	18.8%	14.5%	15.0%	29.1%	-0.8%	Feb '26
Long Bond- Vanguard	72.60		0.01%	0.8%	-3.0%	-1.8%	-2.6%	0.2%	7.2%	-1.7%	12.1%	-15.8%	-13.1%	22.7%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	0.4%	-1.3%	-0.3%	-0.6%	4.1%	3.3%	0.2%	9.8%	0.1%	0.4%	15.4%	-1.4%	Feb '26
Long Muni- iShares	56.67		0.2%	0.2%	-1.6%	-0.3%	-0.9%	4.6%	3.4%	0.1%	9.1%	1.7%	2.1%	13.9%	-1.8%	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 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