VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

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

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 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 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	7365.12	1.5%	2.2%	11.3%	6.2%	9.5%	30.8%	16.4%	7.6%	78.1%	74.0%	53.6%	105.9%	New Peak	May '26
DJIA (Large Value)	49910.59	1.2%	0.5%	7.1%	-0.4%	6.2%	21.4%	13.0%	3.8%	48.2%	43.5%	36.4%	70.9%	-0.6%	Feb '26
Russell 2000 (Small Cap)	2886.77	1.5%	3.1%	13.4%	8.1%	18.7%	45.1%	11.3%	16.3%	64.0%	27.1%	27.0%	71.0%	New Peak	May '26
NASDAQ Comp (Tech/Growth)	25838.94	2.0%	3.8%	17.4%	12.2%	12.3%	45.7%	20.4%	11.2%	111.2%	87.9%	63.2%	148.0%	New Peak	May '26
Aggregate Bond	99.19	0.4%	0.1%	0.0%	-0.3%	0.6%	4.7%	7.2%	0.3%	10.9%	0.7%	0.8%	17.7%	-1.5%	Feb '26
Corp Bond	109.19	0.5%	0.3%	0.1%	-0.5%	0.5%	6.1%	7.9%	0.2%	14.4%	0.0%	-1.0%	25.5%	-1.5%	Feb '26
High Yield Bond	80.16	0.3%	-0.3%	0.6%	0.2%	2.2%	7.7%	8.6%	0.9%	27.4%	20.1%	17.5%	37.5%	-0.6%	Apr '26
Preferred	31.61	0.5%	0.5%	3.7%	1.0%	3.9%	10.4%	4.9%	3.3%	27.2%	8.7%	4.5%	28.3%	-0.1%	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	52.41	1.7%	1.8%	4.7%	2.2%	23.3%	28.4%	9.9%	16.1%	39.5%	31.7%	27.7%	63.9%	-1.8%	Feb '26
Consumer Discretionary/Cyclical	119.87	1.5%	1.3%	11.2%	1.8%	2.0%	21.4%	7.4%	0.6%	66.9%	40.5%	18.2%	77.7%	-3.5%	Jan '26
Financial Services	51.84	0.5%	-0.6%	3.9%	-4.0%	-0.9%	6.4%	14.9%	-4.9%	68.3%	49.7%	41.2%	81.6%	-7.6%	Jan '26
Real Estate	97.09	1.4%	0.8%	7.3%	6.4%	9.7%	13.5%	3.3%	10.9%	32.0%	19.3%	-0.3%	46.4%	New Peak	May '26
Communication Services	117.35	1.5%	0.7%	4.9%	1.7%	5.3%	21.9%	23.1%	0.0%	107.9%	57.7%	56.9%	155.9%	-2.0%	Jan '26
Energy	57.00	-4.1%	-4.4%	-5.3%	7.7%	29.2%	46.1%	7.9%	28.3%	56.6%	155.4%	131.1%	60.1%	-8.9%	Mar '26
Industrials	176.87	2.6%	1.3%	7.7%	2.4%	16.1%	33.6%	19.3%	14.3%	85.8%	81.1%	80.0%	120.1%	-0.9%	Mar '26
Technology	170.03	2.7%	6.6%	23.7%	20.6%	18.3%	58.5%	24.6%	18.2%	129.5%	154.1%	100.2%	199.4%	New Peak	May '26
Consumer Staples/Defensive	84.24	0.2%	-0.1%	3.7%	-3.7%	11.3%	6.2%	1.5%	9.1%	18.4%	36.0%	22.2%	36.7%	-5.9%	Feb '26
Healthcare	145.40	0.07%	-0.4%	-0.8%	-7.4%	0.3%	9.3%	14.5%	-5.7%	14.4%	27.0%	11.7%	26.4%	-8.9%	Feb '26
Utilities	45.71	-1.4%	-2.4%	-1.2%	6.2%	3.4%	16.4%	16.0%	7.8%	45.1%	61.0%	46.6%	65.4%	-3.6%	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	155.40	2.0%	2.5%	10.8%	6.2%	12.3%	33.2%	22.4%	9.8%	77.6%	68.7%	56.8%	113.1%	New Peak	May '26
MSCI Emerging Markets	67.49	3.2%	5.5%	17.8%	12.4%	25.5%	54.8%	34.0%	23.4%	84.6%	38.8%	51.3%	113.1%	New Peak	May '26
FTSE Europe	89.23	2.7%	2.4%	6.8%	1.3%	13.1%	24.6%	35.8%	7.2%	55.0%	54.0%	48.4%	117.5%	-0.9%	Feb '26
MSCI Japan	91.68	2.7%	2.9%	7.2%	2.6%	14.2%	33.3%	25.9%	13.5%	68.4%	49.9%	51.3%	106.1%	-2.4%	Feb '26
MSCI India	50.03	1.8%	1.2%	5.6%	-6.1%	-6.9%	-6.0%	2.7%	-7.4%	22.0%	25.9%	8.4%	24.5%	-14.9%	Sep '24
MSCI China	58.71	2.6%	2.0%	5.6%	-4.8%	-6.6%	13.9%	31.0%	-2.3%	32.8%	-18.6%	3.7%	58.8%	-11.3%	Oct '25
International Bond	48.16	0.6%	0.2%	0.5%	-0.4%	-0.1%	1.6%	2.9%	0.3%	12.3%	1.7%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	36.96	1.7%	1.4%	3.8%	2.6%	25.2%	56.4%	52.7%	21.4%	74.6%	76.5%	110.2%	88.6%	-3.0%	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	674.66	1.4%	2.1%	11.3%	6.5%	10.0%	32.3%	17.8%	7.9%	85.3%	86.7%	63.2%	116.3%	New Peak	May '26
US Large Growth	122.44	1.7%	2.7%	13.4%	7.3%	4.4%	33.1%	19.8%	3.6%	110.6%	114.7%	76.3%	154.5%	New Peak	May '26
US Large Value	234.48	1.1%	1.4%	8.2%	4.8%	15.7%	29.8%	15.7%	11.9%	63.4%	59.7%	51.3%	83.6%	New Peak	May '26

US MidCap Blend	78.20	0.6%	1.2%	7.5%	4.3%	10.3%	26.1%	17.0%	8.2%	80.6%	79.9%	59.5%	106.2%	New Peak	May '26
US MidCap Growth	293.45	1.5%	3.1%	11.8%	7.3%	3.2%	16.5%	10.7%	5.3%	58.6%	37.6%	20.4%	77.7%	-1.2%	Oct '25
US MidCap Value	193.89	0.08%	-0.4%	4.3%	2.0%	12.9%	25.6%	12.1%	9.9%	55.9%	49.5%	42.0%	71.7%	-0.4%	Apr '26

US Small Blend	290.85	1.5%	2.3%	9.5%	5.3%	15.6%	34.0%	8.9%	13.2%	64.0%	40.1%	36.4%	76.9%	New Peak	May '26
US Small Growth	374.14	1.6%	4.0%	16.8%	10.2%	16.8%	46.2%	12.9%	15.9%	69.9%	29.5%	29.9%	84.4%	New Peak	May '26
US Small Value	212.76	1.5%	2.4%	10.0%	6.5%	22.1%	47.7%	12.4%	17.7%	70.4%	40.1%	37.5%	73.1%	New Peak	May '26

Foreign Large Blend	104.81	2.7%	2.4%	6.6%	2.1%	13.2%	26.5%	31.6%	9.1%	56.3%	52.4%	49.7%	108.1%	-0.8%	Feb '26
Foreign Growth	123.28	3.1%	3.5%	9.2%	3.2%	9.6%	19.5%	20.7%	8.2%	35.4%	25.7%	19.6%	81.3%	-0.1%	Feb '26
Foreign Value	78.84	2.3%	1.6%	4.6%	1.3%	16.7%	33.9%	42.2%	10.4%	79.8%	81.6%	84.9%	137.2%	-1.4%	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	23.03	0.1%	-0.6%	0.3%	0.8%	-0.1%	3.1%	3.6%	0.0%	22.7%	28.3%	25.3%	31.1%	-0.8%	Jan '26
Ultra Short- Janus AAA CLO	50.56	0%	0.1%	0.6%	1.0%	2.4%	5.3%	5.2%	1.5%	21.5%	26.0%	25.2%	27.4%	New Peak	May '26
Bank Loan- Invesco	20.64	0.05%	0.3%	1.2%	1.4%	1.8%	6.2%	6.9%	0.4%	25.5%	29.6%	27.4%	33.8%	New Peak	May '26
Interval CEF- Cliffwater	10.39	0%	0.2%	0.9%	1.6%	3.3%	8.0%	8.9%	1.9%	36.0%	59.3%	50.1%	43.3%	New Peak	May '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	58.15	1.3%	1.5%	11.1%	6.5%	12.1%	33.6%	17.7%	9.2%	93.0%	108.2%	103.7%	125.0%	New Peak	May '26
Int’l Min Volatility- Franklin	41.15	0.9%	0.4%	0.6%	3.3%	17.4%	34.2%	27.1%	12.2%	77.8%	112.9%	100.1%	114.8%	-0.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.76	-1.4%	-0.1%	12.1%	5.9%	16.5%	33.4%	3.0%	14.4%	98.5%	110.2%	113.5%	119.5%	-1.4%	May '26
Small Value- Avantis	120.39	0.2%	0.2%	7.1%	4.8%	23.9%	44.7%	7.4%	18.4%	77.1%	68.2%	60.2%	83.8%	New Peak	May '26
Mid Value- Pacer Cash Cows	63.43	-0.4%	-0.1%	1.7%	-0.6%	11.1%	24.3%	9.0%	5.7%	47.2%	59.9%	46.1%	58.1%	-2.0%	Feb '26
Growth- S&P Momentum	141.59	2.7%	5.8%	21.4%	18.5%	20.1%	46.5%	26.6%	19.0%	163.4%	169.4%	131.2%	184.1%	New Peak	May '26
Invesco S&P Quality	82.67	1.2%	2.0%	8.7%	3.9%	13.3%	24.4%	13.2%	10.6%	80.3%	91.1%	64.5%	116.8%	New Peak	May '26
Rotation Factor- BlackRock	65.58	1.6%	2.5%	10.9%	6.8%	10.2%	34.0%	20.0%	8.1%	107.1%	101.7%	82.8%	147.6%	New Peak	May '26
US Min Volatility- Fidelity	69.32	0.2%	0.3%	5.8%	1.7%	6.5%	18.1%	11.8%	4.3%	48.8%	59.3%	41.9%	73.0%	New Peak	May '26
Derivative Income- JPMorgan	56.48	-0.04%	-1.9%	-0.1%	-3.2%	3.4%	9.4%	8.1%	0.6%	29.7%	43.3%	30.3%	48.7%	-4.4%	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	17.15	-0.3%	0.4%	3.4%	7.3%	9.2%	13.7%	6.5%	8.5%	32.8%	40.4%	40.5%	40.0%	-0.3%	May '26
Multistrategy- AQR	14.67	-0.07%	0.3%	0.7%	2.3%	5.8%	15.4%	16.4%	4.7%	50.4%	71.9%	72.0%	53.7%	-0.1%	May '26
Long Short- AQR	20.78	1.1%	1.1%	0.3%	-1.0%	4.8%	18.9%	34.4%	-1.8%	105.5%	159.4%	153.5%	141.8%	-2.4%	Dec '25
Mkt Neutral- BlackRock	15.70	0.2%	0.3%	2.6%	6.9%	13.1%	18.6%	18.3%	7.7%	73.2%	73.5%	82.0%	82.7%	New Peak	May '26
Multi Strategy- Variant	26.03	0.04%	0.1%	0.5%	1.8%	3.1%	6.8%	7.2%	1.9%	22.0%	46.8%	36.4%	27.8%	New Peak	May '26
Long Short- First Trust	73.99	0.1%	0.3%	4.8%	3.6%	4.7%	16.7%	9.1%	4.3%	50.1%	62.4%	49.8%	65.7%	New Peak	May '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)	398.04	2.5%	3.4%	30.3%	23.4%	42.9%	163.9%	66.0%	27.3%	280.2%	241.3%	176.8%	311.4%	New Peak	May '26
Meta (Communications)	612.88	1.3%	0.2%	6.6%	-7.3%	-1.3%	3.0%	13.1%	-7.1%	165.4%	93.6%	82.5%	384.5%	-22.2%	Aug '25
Amazon (Cyclical)	274.99	0.5%	3.7%	28.6%	30.7%	12.5%	45.7%	5.2%	19.1%	160.3%	67.1%	61.4%	143.6%	New Peak	May '26
Tesla (Cyclical)	398.73	2.4%	4.5%	15.0%	-3.0%	-7.2%	44.4%	11.4%	-11.3%	134.5%	77.9%	-0.3%	83.5%	-18.6%	Dec '25
Procter & Gamble (Defensive)	147.90	2.1%	0.6%	5.5%	-6.4%	2.1%	-4.5%	-12.3%	4.7%	2.5%	24.3%	1.8%	31.0%	-14.3%	Dec '24
PepsiCo (Defensive)	155.96	0.6%	-1.6%	1.8%	-7.7%	11.2%	23.0%	-1.8%	9.6%	-11.2%	25.1%	3.1%	3.2%	-12.0%	May '23
Coca-Cola (Defensive)	79.23	1.0%	0.6%	4.4%	0.9%	13.9%	12.6%	15.6%	14.1%	35.3%	68.7%	51.6%	59.5%	-2.2%	Feb '26
Exxon Mobil (Energy)	148.69	-4.0%	-3.7%	-9.3%	0.4%	28.8%	47.0%	16.0%	24.4%	51.5%	188.5%	171.5%	70.0%	-13.3%	Mar '26
Chevron (Energy)	185.16	-3.9%	-4.2%	-8.1%	3.4%	22.0%	42.5%	10.1%	22.7%	31.2%	107.3%	84.2%	35.6%	-12.3%	Mar '26
JPMorgan Chase (Financial)	314.90	1.8%	0.5%	5.9%	-1.8%	1.2%	28.7%	37.3%	-1.3%	146.6%	121.6%	118.4%	230.4%	-5.4%	Jan '26
Visa (Financial)	318.80	-1.0%	-3.3%	5.4%	-3.7%	-4.7%	-8.2%	11.8%	-8.9%	40.7%	42.5%	48.7%	83.7%	-14.1%	Jun '25
Mastercard (Financial)	491.89	-1.0%	-2.2%	-1.1%	-10.2%	-10.6%	-12.6%	9.0%	-13.6%	30.1%	34.9%	36.2%	77.2%	-17.5%	Aug '25
Bank of America (Financial)	53.60	0.9%	0.3%	6.6%	-4.6%	1.8%	33.9%	28.0%	-2.0%	109.1%	43.5%	29.2%	96.4%	-5.8%	Jan '26
UnitedHealth (Health)	367.28	0.9%	-0.9%	19.4%	33.8%	14.9%	-3.4%	-33.1%	12.1%	-21.2%	-4.2%	-21.2%	-21.6%	-39.1%	Nov '24
Johnson & Johnson (Health)	224.62	-0.4%	-2.3%	-5.8%	-5.9%	21.8%	46.8%	47.5%	9.1%	51.0%	53.5%	48.0%	53.0%	-9.6%	Mar '26
Eli Lilly (Health)	987.05	-0.2%	5.6%	6.0%	-6.6%	7.1%	28.0%	40.2%	-8.0%	135.9%	430.9%	277.7%	212.8%	-10.9%	Nov '25
Union Pacific (Industrials)	268.23	1.6%	-0.5%	9.0%	6.7%	22.5%	28.4%	3.9%	16.6%	42.8%	30.8%	19.4%	51.5%	-1.1%	Apr '26
Honeywell (Industrials)	216.86	3.7%	1.2%	-3.1%	-8.6%	13.0%	9.5%	-6.4%	11.7%	23.7%	11.4%	21.7%	43.4%	-12.6%	Mar '26
Nvidia (IT)	207.83	5.8%	4.1%	16.7%	12.1%	10.5%	77.6%	38.9%	11.4%	625.3%	1306.6%	591.4%	1709.6%	-4.1%	Apr '26
Broadcom (IT)	425.44	-0.4%	1.9%	27.4%	28.1%	22.2%	109.4%	50.6%	23.2%	602.6%	939.0%	593.8%	944.2%	-0.4%	May '26
Adobe (IT)	250.17	-2.1%	1.7%	4.2%	-6.8%	-23.5%	-35.0%	-21.3%	-28.5%	-28.2%	-48.8%	-55.7%	-12.6%	-60.6%	Feb '24
Oracle (IT)	194.03	4.7%	20.2%	36.0%	36.3%	-18.4%	31.2%	18.1%	0.2%	107.3%	158.2%	134.5%	217.7%	-40.4%	Sep '25
salesforce.com (IT)	181.19	-3.1%	2.6%	-0.7%	-5.1%	-24.2%	-34.4%	-20.2%	-31.4%	-7.0%	-15.1%	-28.0%	29.2%	-50.2%	Dec '24
Linde PLC (Materials)	501.87	0.3%	0.1%	1.5%	12.3%	20.2%	13.1%	3.2%	18.1%	42.4%	79.7%	57.0%	93.5%	-1.7%	Apr '26
Sherwin-Williams (Materials)	323.63	3.6%	0.6%	3.1%	-10.4%	-4.4%	-7.1%	-3.8%	0.1%	44.0%	17.8%	-0.8%	65.8%	-18.1%	Nov '24
American Tower (Real Estate)	180.16	1.1%	-1.4%	4.5%	6.2%	3.2%	-14.9%	-0.9%	3.6%	1.6%	-15.3%	-27.8%	10.4%	-21.2%	Sep '24
Prologis Inc. (Real Estate)	142.90	1.9%	0.6%	7.3%	5.2%	15.6%	40.8%	25.1%	12.8%	23.6%	41.9%	-1.5%	58.8%	-1.5%	Apr '26
NextEra Energy (Utilities)	95.39	-0.9%	-2.5%	1.8%	7.3%	15.2%	45.8%	15.5%	19.6%	37.9%	45.7%	16.8%	44.8%	-2.5%	Apr '26
Duke Energy (Utilities)	125.54	-1.6%	-3.1%	-4.8%	3.9%	3.3%	6.0%	12.7%	8.0%	42.0%	51.1%	43.2%	67.5%	-5.9%	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	16.04	0.8%	0.9%	2.6%	1.3%	3.2%	10.0%	9.4%	2.5%	22.8%	12.5%	11.0%	33.0%	New Peak	May '26
Moderate-60% Stock	68.82	1.3%	1.7%	6.5%	3.6%	8.1%	21.9%	16.4%	6.4%	48.1%	39.4%	33.6%	69.6%	New Peak	May '26
Mod Agg-80% Stock	55.02	1.6%	2.2%	8.6%	4.9%	10.8%	28.0%	19.6%	8.5%	62.4%	52.1%	44.0%	89.2%	New Peak	May '26
Aggressive-90% Stock	33.76	1.9%	2.6%	10.9%	7.1%	14.2%	34.1%	20.9%	11.5%	66.9%	56.6%	46.6%	95.8%	New Peak	May '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	80974.17	-0.4%	6.1%	12.6%	14.8%	-21.7%	-16.5%	-6.3%	-7.5%	174.2%	41.2%	74.3%	322.7%	-35.1%	Oct '25
Ethereum	2324.64	-1.0%	3.0%	3.7%	12.7%	-32.3%	28.3%	-11.0%	-21.7%	16.5%	-33.3%	-38.2%	79.5%	-51.9%	Aug '25
BNB	644.32	-0.5%	4.8%	3.8%	-2.0%	-35.0%	6.8%	23.1%	-25.4%	97.1%	3.2%	25.8%	137.8%	-50.8%	Oct '25
Solana	88.01	-1.1%	6.0%	2.8%	0.6%	-45.6%	-40.2%	-34.2%	-29.3%	285.6%	103.9%	-48.3%	182.4%	-66.4%	Jan '25
Bitcoin ETF	46.19	-0.2%	6.6%	18.1%	16.4%	-21.6%	-15.5%	-6.4%	-7.0%	-	-	-	-	-35.2%	Oct '25
Grayscale Bitcoin (hi fee)	63.30	-0.3%	6.6%	17.9%	15.9%	-22.1%	-16.6%	-7.6%	-7.4%	316.9%	49.5%	104.5%	525.1%	-35.7%	Oct '25
Bloomberg Commodities	24.82	-2.2%	-1.9%	0.9%	17.7%	30.2%	40.7%	14.9%	27.1%	52.5%	70.8%	61.4%	39.9%	-2.7%	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	4.94	-0.8%	-0.9%	0.4%	1.8%	5.2%	3.6%	1.1%	2.1%	31.4%	117.1%	145.2%	27.3%	-3.1%	Oct '23
10yr Treasury rate	4.36	-1.4%	-0.8%	0.3%	3.6%	6.4%	1.9%	-9.0%	4.6%	26.4%	176.2%	167.6%	11.6%	-12.7%	Oct '23
5yr Treasury rate	4.00	-1.7%	-0.5%	0.7%	6.6%	8.7%	3.3%	-15.0%	7.5%	17.1%	419.1%	193.2%	-2.7%	-19.3%	Oct '23
13-week T-bill	3.60	0%	0.4%	-0.4%	0.3%	-4.2%	-14.6%	-15.7%	1.5%	-29.1%	44900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	95.45	0.4%	-9.2%	-15.5%	50.2%	59.7%	64.4%	-19.9%	66.2%	33.8%	47.1%	25.5%	9.4%	-15.5%	Apr '26
Gold	4712.80	0.7%	2.1%	1.2%	-4.8%	17.8%	39.4%	64.5%	9.0%	133.6%	157.4%	161.9%	182.2%	-11.4%	Jan '26
USD/EUR	0.85	-0.02%	-0.2%	-0.6%	0.2%	-1.7%	-3.8%	-11.4%	-0.1%	-	-	-3.2%	-17.4%	-12.8%	Jan '25
USD/JPY	156.36	-0.05%	-0.4%	-1.5%	-0.3%	2.2%	8.7%	-0.4%	0.0%	-	-	35.8%	6.6%	-3.3%	Jul '24
S&P 500 Volatility Index	17.39	0.06%	3.0%	-32.5%	-14.6%	-8.9%	-26.2%	-13.8%	16.3%	1.2%	4.2%	4.8%	-48.2%	-66.8%	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	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Short Bond- Victory	50.76	0.1%	0.2%	0.6%	0.6%	1.8%	5.0%	6.1%	1.0%	19.2%	18.7%	18.5%	23.7%	New Peak	May '26
Interm Muni- JPMorgan	50.36	0.2%	-0.1%	0.5%	-0.3%	1.0%	5.1%	4.3%	0.6%	10.1%	6.0%	4.9%	16.5%	-1.2%	Feb '26
Interm Bond- Janus MSB	45.37	0.5%	0.4%	0.5%	0.2%	1.7%	6.8%	8.8%	1.0%	13.7%	4.0%	4.6%	21.6%	-1.1%	Feb '26
Interm Bond- Vanguard	77.03	0.4%	0.0%	-0.1%	-0.4%	0.4%	4.8%	8.5%	-0.1%	11.7%	1.7%	2.1%	19.9%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.96	0%	0.1%	1.2%	1.2%	3.0%	9.5%	8.2%	1.7%	31.8%	35.9%	30.4%	37.1%	New Peak	May '26
Int’l Bond- JPMorgan	48.09	0.4%	0.0%	0.8%	-1.2%	0.4%	4.5%	8.2%	-0.1%	16.9%	14.0%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	75.08	0.6%	0.6%	0.2%	-0.7%	0.0%	7.2%	7.2%	0.3%	11.6%	-8.5%	-11.3%	25.2%	-2.7%	Oct '25
Long CA Muni- PIMCO	9.42	0.2%	0.1%	0.8%	-0.1%	0.6%	4.7%	3.3%	0.7%	9.9%	2.1%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.24	0.2%	-0.1%	0.4%	-0.7%	0.9%	5.5%	3.4%	0.3%	8.5%	2.9%	2.3%	14.2%	-1.5%	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