VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

90.0%

[

20.5%

annualized]

Dec 30 2022 - Jun 11 2026

DJIA (Large Value)

Return

51.7%

[

12.8%

annualized]

Dec 30 2022 - Jun 11 2026

Russell 2000 (Small Cap)

Return

63.3%

[

15.3%

annualized]

Dec 30 2022 - Jun 11 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 11 12:50 PM EDT, next update at 01:00 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	7295.57	0.4%	-3.8%	-1.6%	7.7%	5.7%	21.1%	16.4%	6.6%	69.7%	71.8%	52.1%	104.0%	-4.1%	Jun '26
DJIA (Large Value)	50279.69	0.7%	-2.5%	1.2%	6.0%	3.2%	17.3%	13.0%	4.6%	48.4%	45.8%	37.4%	72.1%	-2.5%	Jun '26
Russell 2000 (Small Cap)	2875.38	1.4%	-2.0%	0.2%	13.1%	11.0%	33.8%	11.3%	15.9%	54.1%	23.1%	26.5%	70.4%	-2.1%	May '26
NASDAQ Comp (Tech/Growth)	25324.45	0.6%	-5.6%	-3.6%	11.5%	7.3%	29.1%	20.4%	9.0%	91.0%	80.0%	59.9%	143.1%	-6.5%	Jun '26
Aggregate Bond	98.39	0.08%	-0.3%	-0.5%	-0.6%	-0.1%	4.1%	7.2%	-0.2%	12.0%	-0.4%	0.3%	17.1%	-2.0%	Feb '26
Corp Bond	108.33	0.2%	-0.5%	-0.5%	0.0%	-0.4%	4.7%	7.9%	-0.2%	15.5%	-2.0%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.64	0.2%	-0.2%	-0.4%	0.7%	1.1%	5.7%	8.6%	0.8%	26.7%	19.2%	17.3%	37.3%	-0.8%	May '26
Preferred	30.80	0.08%	-1.5%	-2.8%	0.1%	0.6%	6.5%	4.9%	1.0%	19.9%	5.3%	2.3%	25.5%	-2.9%	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	50.31	1.4%	-2.5%	-3.7%	1.4%	12.6%	16.5%	9.9%	11.4%	35.1%	29.1%	22.6%	57.4%	-5.7%	Feb '26
Consumer Discretionary/Cyclical	113.88	0.3%	-2.9%	-4.6%	0.0%	-4.9%	6.9%	7.4%	-4.4%	44.8%	36.9%	12.3%	68.9%	-8.4%	Jan '26
Financial Services	52.18	-0.11%	0.0%	1.9%	5.6%	-4.1%	3.9%	14.9%	-4.2%	65.2%	51.5%	42.1%	82.8%	-7.0%	Jan '26
Real Estate	97.32	-0.4%	1.3%	0.6%	6.2%	10.8%	12.1%	3.3%	11.1%	32.8%	12.0%	0.0%	46.7%	-0.4%	Jun '26
Communication Services	111.07	0.05%	-1.8%	-3.9%	-4.8%	-4.3%	7.6%	23.1%	-5.3%	81.5%	46.4%	48.5%	142.2%	-7.2%	Jan '26
Energy	58.33	0.13%	-0.7%	2.0%	3.0%	28.8%	39.5%	7.9%	31.3%	58.1%	153.1%	136.5%	63.8%	-6.8%	Mar '26
Industrials	172.29	1.6%	-2.2%	-1.6%	1.9%	9.9%	21.0%	19.3%	11.4%	75.9%	79.6%	75.3%	114.4%	-3.4%	Mar '26
Technology	178.83	1.2%	-7.4%	0.5%	27.5%	21.2%	49.7%	24.6%	24.4%	119.9%	161.7%	110.5%	214.9%	-9.8%	Jun '26
Consumer Staples/Defensive	85.54	0.06%	4.3%	2.6%	1.7%	10.0%	7.9%	1.5%	10.7%	26.9%	37.5%	24.1%	38.8%	-4.4%	Feb '26
Healthcare	153.76	0.6%	1.1%	7.5%	1.0%	1.0%	15.3%	14.5%	-0.3%	23.9%	33.8%	18.2%	33.6%	-3.6%	Feb '26
Utilities	44.28	0.6%	0.8%	-1.9%	-3.4%	4.4%	12.6%	16.0%	4.5%	46.2%	55.8%	42.1%	60.2%	-6.6%	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	153.24	0.7%	-3.7%	-1.5%	7.2%	8.0%	23.3%	22.4%	8.3%	70.9%	64.2%	54.6%	110.1%	-4.2%	Jun '26
MSCI Emerging Markets	65.68	1.6%	-4.9%	-3.2%	11.7%	21.4%	40.8%	34.0%	20.1%	76.1%	33.0%	47.3%	107.4%	-7.2%	Jun '26
FTSE Europe	87.54	1.0%	-1.5%	-0.3%	4.1%	6.7%	16.3%	35.8%	5.2%	57.2%	46.9%	45.6%	113.4%	-2.8%	Feb '26
MSCI Japan	90.18	1.0%	-4.2%	-2.3%	5.2%	11.1%	28.1%	25.9%	11.7%	57.4%	46.8%	48.9%	102.7%	-4.2%	Jun '26
MSCI India	46.99	-0.6%	-2.1%	-2.9%	-4.6%	-12.3%	-15.1%	2.7%	-13.1%	12.4%	11.7%	1.8%	17.0%	-20.0%	Sep '24
MSCI China	53.60	-1.0%	-3.8%	-8.7%	-8.1%	-12.1%	-1.9%	31.0%	-10.8%	26.4%	-26.5%	-5.3%	44.9%	-19.0%	Oct '25
International Bond	48.03	0.3%	-0.1%	0.1%	0.0%	0.4%	1.4%	2.9%	0.3%	12.4%	0.9%	1.7%	17.8%	-1.7%	Feb '26
iShares Latin America	33.65	1.7%	-1.1%	-7.1%	-3.7%	9.9%	35.4%	52.7%	10.5%	45.0%	51.2%	91.4%	71.7%	-11.7%	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	669.59	0.4%	-3.8%	-1.5%	8.0%	6.3%	22.6%	17.8%	7.1%	76.5%	84.3%	62.0%	114.7%	-4.1%	Jun '26
US Large Growth	119.83	0.12%	-5.5%	-3.0%	6.3%	0.6%	18.6%	19.8%	1.4%	91.8%	105.8%	72.6%	149.0%	-6.9%	Jun '26
US Large Value	236.99	0.7%	-1.7%	1.0%	9.3%	12.3%	26.1%	15.7%	13.1%	62.7%	61.6%	52.9%	85.6%	-1.7%	Jun '26

US MidCap Blend	78.13	0.7%	-2.6%	0.8%	6.6%	7.1%	20.0%	17.0%	8.1%	76.0%	76.8%	59.3%	106.0%	-2.6%	Jun '26
US MidCap Growth	289.80	0.9%	-4.7%	-0.2%	7.5%	1.1%	7.0%	10.7%	4.0%	50.3%	31.3%	18.9%	75.5%	-4.8%	Jun '26
US MidCap Value	195.46	0.5%	-0.9%	1.7%	5.9%	9.1%	22.7%	12.1%	10.8%	55.7%	50.6%	43.1%	73.1%	-0.9%	Jun '26

US Small Blend	289.76	0.9%	-1.9%	0.4%	9.2%	9.6%	25.6%	8.9%	12.8%	56.0%	37.0%	35.8%	76.3%	-1.9%	Jun '26
US Small Growth	371.20	1.6%	-3.1%	-0.4%	14.3%	9.7%	32.3%	12.9%	15.0%	59.0%	24.8%	28.9%	83.0%	-3.1%	Jun '26
US Small Value	212.89	0.9%	-1.0%	0.8%	12.1%	13.3%	38.3%	12.4%	17.8%	60.0%	36.1%	37.5%	73.2%	-1.1%	May '26

Foreign Large Blend	102.54	1.0%	-2.3%	-1.2%	3.6%	7.6%	18.4%	31.6%	6.8%	55.1%	46.0%	46.5%	103.6%	-3.0%	Feb '26
Foreign Growth	120.45	1.5%	-2.9%	-0.9%	4.1%	5.8%	11.1%	20.7%	5.7%	34.2%	19.4%	16.9%	77.1%	-2.9%	Jun '26
Foreign Value	77.12	0.7%	-1.6%	-1.5%	3.2%	9.4%	25.7%	42.2%	8.0%	78.3%	75.2%	80.9%	132.0%	-3.5%	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	22.83		-0.07%	-0.2%	-1.0%	0.6%	-0.7%	1.2%	3.6%	-0.2%	21.7%	27.4%	25.0%	30.8%	-1.2%	May '26
Ultra Short- Janus AAA CLO	50.58		0.01%	0.1%	0.0%	1.1%	2.1%	4.6%	5.2%	1.6%	20.9%	25.7%	25.2%	27.5%	-0.3%	May '26
Bank Loan- Invesco	20.42		-0.02%	-0.4%	-1.1%	0.5%	-0.3%	3.7%	6.9%	-0.7%	23.1%	27.2%	26.0%	32.3%	-1.2%	May '26
Interval CEF- Cliffwater	10.43	p	EOD	0.0%	0.3%	1.6%	2.8%	7.3%	8.9%	2.3%	34.9%	58.2%	50.6%	43.8%	NewNew Peak	Jun '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	57.03		0.4%	-3.6%	-1.5%	7.8%	6.8%	22.0%	17.7%	7.1%	81.0%	102.6%	99.8%	120.7%	-3.6%	Jun '26
Int’l Min Volatility- Franklin	40.56		0.8%	0.2%	-0.5%	1.8%	11.7%	28.3%	27.1%	10.6%	77.3%	105.7%	97.2%	111.7%	-2.5%	May '26
MidCap 30 - Hennessy (hi fee)	27.62	p	EOD	-3.4%	-0.8%	13.9%	9.0%	22.2%	3.0%	13.8%	80.7%	108.5%	112.5%	118.4%	-4.7%	May '26
Small Value- Avantis	121.75		0.7%	0.2%	2.3%	12.7%	15.3%	36.3%	7.4%	19.7%	67.4%	68.6%	62.0%	85.9%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	63.29		0.4%	-2.4%	0.1%	0.4%	4.2%	16.9%	9.0%	5.5%	44.0%	59.9%	45.8%	57.7%	-3.4%	Jun '26
Growth- S&P Momentum	146.72		2.1%	-4.0%	0.4%	24.0%	21.1%	38.2%	26.6%	23.3%	173.9%	176.4%	139.5%	194.4%	-5.4%	Jun '26
Invesco S&P Quality	85.49		1.5%	-1.6%	3.0%	10.7%	12.9%	22.0%	13.2%	14.3%	82.0%	93.0%	70.1%	124.2%	-1.6%	Jun '26
Rotation Factor- BlackRock	65.37		0.7%	-3.7%	-1.1%	8.5%	7.0%	25.1%	20.0%	7.8%	94.1%	98.8%	82.2%	146.9%	-3.9%	Jun '26
US Min Volatility- Fidelity	68.68		0.06%	-1.9%	-0.1%	3.1%	2.6%	12.7%	11.8%	3.3%	47.1%	57.5%	40.6%	71.4%	-2.5%	May '26
Derivative Income- JPMorgan	55.46		0.3%	-0.4%	-0.7%	-2.8%	-0.7%	6.2%	8.1%	-0.5%	28.2%	40.8%	28.9%	47.2%	-5.4%	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	17.26	p	EOD	-0.7%	0.1%	5.8%	9.9%	12.1%	6.5%	9.2%	32.6%	41.1%	41.4%	40.9%	-1.0%	May '26
Multistrategy- AQR	14.74	p	EOD	-0.9%	0.2%	2.2%	6.3%	14.2%	16.4%	5.2%	49.0%	73.8%	72.8%	54.4%	-1.2%	Jun '26
Long Short- AQR	20.90	p	EOD	-1.3%	0.7%	1.1%	0.2%	15.2%	34.4%	-1.2%	100.4%	171.0%	155.0%	143.2%	-1.8%	Dec '25
Mkt Neutral- BlackRock	16.12	p	EOD	-2.4%	2.1%	8.4%	11.8%	20.3%	18.3%	10.6%	77.8%	80.3%	86.9%	87.6%	-2.4%	Jun '26
Multi Strategy- Variant	25.99	p	EOD	0.2%	0.5%	1.7%	3.0%	7.1%	7.2%	2.6%	21.6%	45.3%	37.2%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.40		0.6%	-2.0%	-0.9%	4.1%	3.2%	13.4%	9.1%	3.5%	46.6%	59.2%	48.6%	64.3%	-2.0%	Jun '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)	348.69	-2.2%	-6.3%	-10.3%	13.0%	11.7%	97.1%	66.0%	11.5%	187.6%	189.3%	142.5%	260.4%	-13.4%	May '26
Meta (Communications)	562.55	-1.5%	-10.4%	-6.1%	-14.0%	-13.7%	-18.7%	13.1%	-14.7%	114.0%	71.2%	67.5%	344.7%	-28.6%	Aug '25
Amazon (Cyclical)	236.86	-0.5%	-6.7%	-11.9%	11.4%	2.9%	11.1%	5.2%	2.6%	91.9%	41.5%	39.0%	109.8%	-13.9%	May '26
Tesla (Cyclical)	385.67	1.1%	-7.8%	-13.3%	-5.4%	-13.7%	18.1%	11.4%	-14.2%	57.8%	89.7%	-3.6%	77.5%	-21.3%	Dec '25
Procter & Gamble (Defensive)	148.36	-0.5%	5.4%	3.5%	-2.5%	6.9%	-5.8%	-12.3%	5.0%	9.4%	24.9%	2.2%	31.4%	-14.0%	Dec '24
PepsiCo (Defensive)	144.82	0.3%	3.0%	-3.1%	-9.6%	-2.0%	14.7%	-1.8%	1.8%	-12.7%	13.7%	-4.2%	-4.2%	-18.3%	May '23
Coca-Cola (Defensive)	83.45	-0.2%	8.6%	6.1%	8.2%	21.6%	19.1%	15.6%	20.2%	50.9%	72.5%	59.7%	68.0%	-0.2%	Jun '26
Exxon Mobil (Energy)	150.56	-0.04%	-1.0%	1.3%	0.0%	27.6%	42.1%	16.0%	26.8%	55.0%	191.1%	176.8%	73.3%	-11.6%	Mar '26
Chevron (Energy)	190.21	0.2%	1.0%	3.0%	-0.8%	27.4%	35.6%	10.1%	26.0%	34.6%	114.4%	89.3%	39.3%	-9.9%	Mar '26
JPMorgan Chase (Financial)	310.32	0.4%	-0.2%	3.4%	8.5%	-1.3%	18.0%	37.3%	-2.8%	135.6%	119.7%	115.2%	225.6%	-6.8%	Jan '26
Visa (Financial)	318.84	-1.3%	-0.4%	-1.3%	3.4%	-7.4%	-13.9%	11.8%	-8.7%	45.9%	40.9%	49.0%	84.1%	-13.9%	Jun '25
Mastercard (Financial)	485.55	-0.7%	0.8%	-2.5%	-3.5%	-13.5%	-17.3%	9.0%	-14.7%	33.8%	36.8%	34.4%	74.9%	-18.6%	Aug '25
Bank of America (Financial)	54.58	0.08%	1.3%	8.0%	12.5%	0.6%	24.0%	28.0%	-0.2%	100.0%	46.6%	31.6%	100.0%	-4.1%	Jan '26
UnitedHealth (Health)	406.65	-0.2%	2.6%	5.8%	42.6%	21.7%	34.6%	-33.1%	24.1%	-12.6%	11.3%	-12.7%	-13.1%	-32.6%	Nov '24
Johnson & Johnson (Health)	239.86	0.6%	5.1%	8.3%	-1.3%	14.8%	57.4%	47.5%	16.5%	62.7%	66.4%	58.0%	63.4%	-3.5%	Mar '26
Eli Lilly (Health)	1156.30	1.8%	2.8%	19.8%	15.8%	14.9%	44.0%	40.2%	8.0%	164.8%	440.9%	343.2%	267.1%	NewNew Peak	Jun '26
Union Pacific (Industrials)	265.48	-0.6%	0.6%	0.8%	5.7%	13.0%	19.7%	3.9%	15.4%	41.5%	33.6%	18.2%	50.0%	-4.5%	May '26
Honeywell (Industrials)	213.31	3.6%	-2.0%	-2.1%	-10.4%	11.2%	2.4%	-6.4%	10.5%	22.0%	11.5%	20.4%	41.9%	-13.5%	Mar '26
Nvidia (IT)	201.21	0.4%	-8.0%	-8.3%	8.2%	11.2%	40.9%	38.9%	7.9%	419.4%	1031.4%	569.4%	1652.0%	-14.6%	May '26
Broadcom (IT)	377.61	1.5%	-9.9%	-11.9%	10.8%	-6.7%	50.5%	50.6%	9.3%	388.4%	786.7%	515.8%	826.9%	-21.6%	Jun '26
Adobe (IT)	223.43	-4.3%	-13.5%	-9.2%	-18.4%	-36.2%	-45.9%	-21.3%	-36.2%	-50.8%	-58.7%	-60.4%	-21.9%	-64.8%	Feb '24
Oracle (IT)	177.06	-12.0%	-25.1%	-8.7%	8.9%	-10.4%	1.4%	18.1%	-8.6%	67.0%	128.5%	114.0%	189.9%	-45.6%	Sep '25
salesforce.com (IT)	165.93	-2.9%	-12.1%	-6.5%	-14.3%	-36.5%	-37.1%	-20.2%	-37.2%	-21.8%	-29.9%	-34.1%	18.3%	-54.4%	Dec '24
Linde PLC (Materials)	514.52	1.1%	1.4%	2.0%	6.8%	28.0%	10.9%	3.2%	21.1%	47.7%	88.5%	61.0%	98.4%	-0.6%	May '26
Sherwin-Williams (Materials)	307.19	1.1%	2.4%	-1.8%	-4.8%	-6.5%	-13.4%	-3.8%	-5.0%	30.7%	15.8%	-5.8%	57.4%	-22.3%	Nov '24
American Tower (Real Estate)	188.67	-2.0%	-2.7%	6.3%	4.2%	5.9%	-8.7%	-0.9%	8.5%	11.8%	-18.2%	-24.4%	15.6%	-17.5%	Sep '24
Prologis Inc. (Real Estate)	145.97	0.1%	1.5%	1.3%	9.5%	13.6%	39.2%	25.1%	15.3%	32.4%	34.9%	0.6%	62.2%	-1.1%	Jun '26
NextEra Energy (Utilities)	85.05	-0.08%	0.0%	-10.3%	-7.2%	5.4%	19.0%	15.5%	6.7%	24.5%	31.0%	4.1%	29.1%	-13.1%	Apr '26
Duke Energy (Utilities)	125.29	0.2%	2.9%	1.2%	-2.8%	11.4%	11.5%	12.7%	8.7%	53.6%	49.1%	44.1%	68.7%	-5.3%	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	15.91	p	EOD	-1.2%	-0.6%	1.0%	1.8%	7.4%	9.4%	1.7%	22.3%	10.7%	10.1%	31.9%	-1.4%	Jun '26
Moderate-60% Stock	68.13		0.4%	-2.2%	-1.0%	4.3%	5.2%	15.8%	16.4%	5.3%	45.7%	36.8%	32.3%	67.9%	-2.5%	Jun '26
Mod Agg-80% Stock	54.03	p	EOD	-3.6%	-1.9%	5.0%	6.4%	19.2%	19.6%	6.5%	56.8%	47.4%	41.4%	85.8%	-3.9%	Jun '26
Aggressive-90% Stock	33.02	p	EOD	-4.0%	-2.4%	7.1%	9.1%	23.8%	20.9%	9.1%	61.0%	51.1%	43.4%	91.5%	-4.4%	Jun '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	62527.80	1.8%	-2.0%	-23.5%	-10.9%	-32.4%	-42.5%	-6.3%	-28.5%	136.1%	67.5%	34.6%	226.4%	-49.9%	Oct '25
Ethereum	1637.39	1.1%	-7.5%	-30.0%	-20.2%	-49.4%	-41.0%	-11.0%	-44.8%	-11.0%	-30.4%	-56.5%	26.4%	-66.1%	Aug '25
BNB	598.13	2.0%	-0.9%	-10.7%	-8.2%	-32.5%	-10.4%	23.1%	-30.7%	129.4%	72.9%	16.8%	120.7%	-54.3%	Oct '25
Solana	65.39	3.5%	-4.8%	-32.8%	-24.5%	-52.1%	-59.4%	-34.2%	-47.5%	276.2%	81.4%	-61.6%	109.8%	-75.0%	Jan '25
Bitcoin ETF	35.41	0.9%	-1.7%	-23.8%	-11.6%	-32.0%	-42.7%	-6.4%	-28.7%	-	-	-	-	-50.3%	Oct '25
Grayscale Bitcoin (hi fee)	48.51	1.0%	-1.7%	-23.8%	-11.9%	-32.4%	-43.4%	-7.6%	-29.0%	296.6%	74.5%	56.7%	379.0%	-50.7%	Oct '25
Bloomberg Commodities	23.66	0.06%	-3.4%	-7.2%	-0.4%	20.4%	31.1%	14.9%	21.1%	47.3%	60.5%	53.8%	33.4%	-8.7%	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	5.01	-0.3%	0.6%	0.4%	3.1%	4.6%	2.0%	1.1%	3.5%	28.8%	132.7%	148.4%	28.9%	-3.3%	May '26
10yr Treasury rate	4.53	-0.3%	1.2%	2.7%	7.7%	9.4%	2.7%	-9.0%	8.8%	21.0%	209.8%	178.3%	16.1%	-9.2%	Oct '23
5yr Treasury rate	4.27	0.05%	1.9%	4.9%	12.8%	14.8%	6.4%	-15.0%	14.6%	8.8%	470.3%	212.5%	3.7%	-14.0%	Oct '23
13-week T-bill	3.63	-0.1%	0.3%	0.8%	0.8%	1.7%	-14.6%	-15.7%	2.3%	-28.8%	20066.7%	6749.1%	2.7%	-32.1%	Oct '23
Crude Oil	91.35	1.5%	-1.8%	-6.9%	4.7%	58.6%	34.0%	-19.9%	59.1%	30.2%	28.8%	20.1%	4.7%	-19.1%	Apr '26
Gold	4104.60	-0.09%	-8.3%	-13.0%	-20.6%	-4.2%	23.6%	64.5%	-5.1%	109.2%	118.6%	128.1%	145.7%	-22.8%	Jan '26
USD/EUR	0.87	0.2%	0.9%	2.3%	0.9%	1.6%	0.0%	-11.4%	2.0%	-	-	-1.2%	-15.7%	-11.0%	Jan '25
USD/JPY	160.52	0.00%	0.3%	2.1%	1.5%	3.0%	11.3%	-0.4%	2.6%	-	-	39.4%	9.4%	-0.7%	Jul '24
S&P 500 Volatility Index	21.25	-4.4%	38.0%	15.6%	-12.3%	43.1%	23.1%	-13.8%	42.1%	53.7%	35.8%	28.0%	-36.7%	-59.4%	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	50.46		-0.01%	-0.4%	-0.2%	0.2%	1.2%	4.2%	6.1%	0.8%	19.0%	18.1%	18.2%	23.4%	-0.4%	Jun '26
Interm Muni- JPMorgan	50.35		-0.02%	-0.2%	0.0%	0.3%	1.1%	5.4%	4.3%	0.9%	11.5%	5.4%	5.2%	16.8%	-0.9%	Feb '26
Interm Bond- Janus MSB	44.90		0.10%	-0.3%	-0.9%	-0.7%	0.4%	5.9%	8.8%	0.0%	14.0%	3.1%	3.5%	20.4%	-2.2%	Feb '26
Interm Bond- Vanguard	76.18		0.10%	-0.3%	-0.8%	-1.1%	-0.7%	3.8%	8.5%	-0.8%	13.2%	0.0%	1.3%	19.0%	-2.6%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	-0.3%	0.2%	2.3%	2.6%	7.5%	8.2%	2.1%	32.0%	34.4%	30.9%	37.6%	-0.3%	Jun '26
Int’l Bond- JPMorgan	47.94		0.2%	-0.3%	-0.2%	0.1%	0.7%	4.1%	8.2%	0.2%	18.0%	13.5%	13.9%	28.0%	-1.7%	Feb '26
Long Bond- Vanguard	74.61		0.3%	-0.7%	-0.3%	0.9%	-0.5%	5.6%	7.2%	0.1%	13.0%	-11.0%	-11.5%	25.0%	-2.8%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.2%	0.0%	0.4%	1.0%	5.5%	3.3%	0.7%	10.4%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.24		0.03%	-0.3%	0.0%	0.0%	1.0%	6.2%	3.4%	0.6%	9.6%	2.6%	2.6%	14.5%	-1.3%	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)

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