VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

96.7%

[

21.0%

annualized]

Dec 30 2022 - Jul 14 2026

DJIA (Large Value)

Return

58.6%

[

13.9%

annualized]

Dec 30 2022 - Jul 14 2026

Russell 2000 (Small Cap)

Return

68.2%

[

15.8%

annualized]

Dec 30 2022 - Jul 14 2026

Performance Range:

As of Jul 14 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	7551.07	0.5%	0.6%	1.6%	8.4%	9.0%	20.5%	16.4%	10.3%	67.6%	72.6%	57.4%	111.1%	-0.8%	Jun '26
DJIA (Large Value)	52566.88	0.13%	-0.7%	2.7%	8.3%	7.0%	18.2%	13.0%	9.4%	52.3%	50.5%	43.7%	80.0%	-0.9%	Jul '26
Russell 2000 (Small Cap)	2962.28	0.3%	-0.7%	0.6%	9.5%	11.7%	31.7%	11.3%	19.4%	53.4%	34.5%	30.3%	75.5%	-2.1%	Jun '26
NASDAQ Comp (Tech/Growth)	26135.57	1.0%	1.2%	1.0%	10.6%	11.3%	26.6%	20.4%	12.4%	85.2%	78.5%	65.1%	150.9%	-3.5%	Jun '26
Aggregate Bond	98.01	0.3%	-0.2%	-0.8%	-1.4%	-1.0%	3.3%	7.2%	-0.6%	11.3%	-1.4%	-0.1%	16.7%	-2.4%	Feb '26
Corp Bond	107.23	0.3%	-0.6%	-1.6%	-2.1%	-1.9%	3.0%	7.9%	-1.2%	13.2%	-4.1%	-2.4%	23.7%	-2.9%	Feb '26
High Yield Bond	79.66	0.2%	-0.1%	-0.4%	-0.5%	0.3%	4.4%	8.6%	0.8%	25.4%	18.5%	17.4%	37.4%	-0.8%	May '26
Preferred	30.50	0.5%	0.0%	-1.9%	-2.0%	-2.4%	2.5%	4.9%	0.1%	17.7%	3.4%	1.3%	24.3%	-3.9%	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	50.65	0.1%	-1.7%	-2.9%	-2.6%	4.4%	12.9%	9.9%	12.2%	28.4%	35.3%	23.4%	58.4%	-5.1%	Feb '26
Consumer Discretionary/Cyclical	116.10	0.05%	-1.1%	-0.4%	-0.3%	-4.8%	5.1%	7.4%	-2.6%	35.7%	33.2%	14.4%	72.1%	-6.6%	Jan '26
Financial Services	56.26	0.3%	0.4%	5.5%	8.6%	4.4%	8.3%	14.9%	3.2%	71.6%	67.4%	53.2%	97.1%	NewNew Peak	Jul '26
Real Estate	97.79	-0.04%	-0.6%	-0.7%	3.8%	8.8%	11.5%	3.3%	11.7%	26.7%	11.6%	0.5%	47.4%	-0.9%	Jun '26
Communication Services	111.46	-0.12%	0.4%	-0.2%	-4.4%	-4.1%	5.2%	23.1%	-5.0%	71.2%	42.8%	49.0%	143.0%	-6.9%	Jan '26
Energy	56.88	0.2%	4.1%	-1.2%	1.7%	19.1%	32.1%	7.9%	28.0%	52.6%	166.4%	130.6%	59.7%	-9.1%	Mar '26
Industrials	180.40	0.02%	-1.1%	2.4%	4.1%	10.1%	20.7%	19.3%	16.6%	73.0%	89.1%	83.6%	124.5%	-2.8%	Jul '26
Technology	183.60	1.3%	2.5%	-0.6%	24.1%	27.0%	44.2%	24.6%	27.7%	112.6%	148.8%	116.1%	223.3%	-7.4%	Jun '26
Consumer Staples/Defensive	83.47	-1.3%	-1.6%	-2.7%	2.5%	2.1%	5.4%	1.5%	8.1%	21.1%	33.9%	21.1%	35.5%	-6.7%	Feb '26
Healthcare	158.31	-1.9%	-3.7%	2.9%	6.4%	0.7%	18.8%	14.5%	2.7%	25.8%	32.8%	21.6%	37.6%	-3.7%	Jul '26
Utilities	45.72	0%	0.0%	2.7%	-1.6%	6.6%	12.8%	16.0%	7.8%	48.7%	62.7%	46.7%	65.4%	-3.5%	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	156.98	0.7%	0.3%	0.3%	6.0%	8.5%	22.4%	22.4%	10.9%	67.8%	66.6%	58.4%	115.2%	-1.9%	Jun '26
MSCI Emerging Markets	65.59	1.7%	-0.2%	-3.4%	5.4%	13.6%	37.7%	34.0%	19.9%	70.9%	36.3%	47.1%	107.1%	-7.9%	Jun '26
FTSE Europe	88.33	0.5%	-0.8%	-1.4%	0.0%	3.0%	15.5%	35.8%	6.1%	51.7%	51.2%	46.9%	115.3%	-1.9%	Feb '26
MSCI Japan	93.92	1.3%	0.9%	1.3%	5.0%	10.4%	34.6%	25.9%	16.3%	63.3%	53.2%	55.0%	111.1%	-3.2%	Jun '26
MSCI India	48.74	-0.11%	-1.2%	0.8%	-1.9%	-8.5%	-11.3%	2.7%	-9.8%	10.9%	17.8%	5.6%	21.3%	-17.1%	Sep '24
MSCI China	53.23	1.3%	2.8%	-2.9%	-8.3%	-16.2%	-3.0%	31.0%	-11.4%	22.4%	-24.0%	-6.0%	44.0%	-19.6%	Oct '25
International Bond	47.96	0.1%	-0.1%	-0.6%	-0.3%	-0.4%	1.6%	2.9%	0.2%	12.3%	0.4%	1.6%	17.6%	-1.9%	Feb '26
iShares Latin America	34.69	1.7%	2.9%	-0.5%	-9.0%	7.0%	40.8%	52.7%	13.9%	46.5%	59.4%	97.3%	77.0%	-9.0%	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	691.47	0.4%	0.6%	1.4%	8.3%	9.2%	21.5%	17.8%	10.6%	73.7%	84.5%	67.3%	121.7%	-1.0%	Jun '26
US Large Growth	123.26	1.4%	1.6%	1.4%	7.0%	5.0%	15.9%	19.8%	4.3%	85.4%	98.4%	77.5%	156.2%	-4.3%	Jun '26
US Large Value	246.50	-0.5%	-0.5%	1.8%	9.7%	13.3%	27.0%	15.7%	17.6%	63.4%	70.4%	59.1%	93.0%	-0.5%	Jul '26

US MidCap Blend	80.85	0.01%	0.3%	1.3%	7.1%	8.2%	18.0%	17.0%	11.9%	69.2%	81.7%	64.9%	113.2%	-0.1%	Jul '26
US MidCap Growth	300.82	0.4%	0.0%	1.2%	8.7%	5.6%	5.8%	10.7%	8.0%	45.5%	32.5%	23.4%	82.2%	-1.9%	Jun '26
US MidCap Value	201.80	-0.2%	0.5%	1.4%	5.9%	9.8%	22.6%	12.1%	14.4%	52.1%	60.9%	47.8%	78.7%	-0.2%	Jul '26

US Small Blend	296.82	0.2%	-0.6%	0.1%	6.7%	9.1%	23.3%	8.9%	15.5%	52.0%	45.7%	39.2%	80.6%	-2.1%	Jun '26
US Small Growth	381.78	0.7%	-1.0%	0.4%	10.4%	10.5%	31.5%	12.9%	18.2%	57.0%	33.0%	32.5%	88.2%	-3.1%	Jun '26
US Small Value	219.85	0.03%	-0.1%	0.7%	8.8%	13.8%	34.7%	12.4%	21.7%	60.5%	51.9%	42.0%	78.9%	-0.9%	Jul '26

Foreign Large Blend	103.99	0.7%	-0.2%	-1.0%	0.3%	4.7%	19.0%	31.6%	8.3%	52.3%	50.6%	48.6%	106.5%	-1.6%	Feb '26
Foreign Growth	121.55	0.9%	-0.7%	-1.6%	0.7%	2.2%	11.7%	20.7%	6.7%	31.3%	20.5%	18.0%	78.7%	-3.1%	Jun '26
Foreign Value	78.54	0.7%	0.5%	-0.5%	0.1%	7.0%	26.3%	42.2%	10.0%	75.4%	84.8%	84.2%	136.3%	-1.8%	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	22.89		-0.07%	0.2%	0.3%	0.4%	-0.3%	0.4%	3.6%	0.0%	17.7%	27.9%	25.4%	31.1%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.54		-0.06%	0.0%	-0.1%	0.3%	1.3%	4.0%	5.2%	1.5%	19.6%	25.5%	25.1%	27.4%	-0.4%	May '26
Bank Loan- Invesco	20.46		0.10%	0.2%	0.1%	0.1%	-0.7%	2.8%	6.9%	-0.5%	20.8%	27.8%	26.3%	32.6%	-1.0%	May '26
Interval CEF- Cliffwater	10.26	p	EOD	0.1%	0.5%	1.7%	2.7%	6.9%	8.9%	3.0%	33.9%	58.1%	51.6%	44.7%	NewNew Peak	Jul '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	59.24		0.6%	0.7%	1.8%	6.9%	9.6%	21.0%	17.7%	11.3%	79.3%	117.4%	107.5%	129.2%	-0.4%	Jul '26
Int’l Min Volatility- Franklin	41.60		0.2%	0.7%	1.2%	1.0%	9.9%	29.7%	27.1%	13.4%	80.7%	110.1%	102.2%	117.1%	-0.1%	May '26
MidCap 30 - Hennessy (hi fee)	27.76	p	EOD	-1.8%	-4.1%	6.1%	7.8%	20.3%	3.0%	14.4%	71.1%	119.1%	113.5%	119.5%	-6.4%	Jun '26
Small Value- Avantis	124.15		0.1%	0.8%	-0.2%	7.5%	15.7%	32.0%	7.4%	22.1%	63.5%	83.5%	65.2%	89.6%	-0.6%	Jun '26
Mid Value- Pacer Cash Cows	63.82		-1.1%	-0.7%	-0.3%	2.9%	2.8%	15.2%	9.0%	6.4%	38.7%	64.7%	47.0%	59.1%	-2.5%	Jun '26
Growth- S&P Momentum	152.66		2.0%	2.2%	0.1%	20.5%	28.7%	36.0%	26.6%	28.3%	182.7%	166.8%	149.2%	206.3%	-5.6%	Jun '26
Invesco S&P Quality	87.04		0.3%	0.4%	-0.3%	9.3%	13.2%	23.0%	13.2%	16.4%	76.8%	87.9%	73.2%	128.3%	-3.4%	Jun '26
Rotation Factor- BlackRock	68.08		0.7%	1.2%	2.2%	8.9%	12.1%	24.8%	20.0%	12.3%	90.8%	105.9%	89.7%	157.1%	-0.1%	Jul '26
US Min Volatility- Fidelity	69.72		-0.8%	-0.9%	0.6%	3.5%	3.4%	11.7%	11.8%	4.9%	44.6%	54.1%	42.7%	74.0%	-1.0%	May '26
Derivative Income- JPMorgan	56.60		-0.3%	-0.5%	1.0%	-1.4%	-0.3%	6.4%	8.1%	1.6%	27.9%	40.4%	31.6%	50.2%	-3.5%	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	17.36	p	EOD	0.1%	0.2%	4.0%	10.4%	11.6%	6.5%	9.8%	30.4%	44.1%	42.2%	41.7%	-0.5%	May '26
Multistrategy- AQR	14.65	p	EOD	0.8%	-0.7%	1.1%	3.5%	13.3%	16.4%	4.6%	46.0%	74.3%	71.8%	53.5%	-1.8%	Jun '26
Long Short- AQR	20.86	p	EOD	1.5%	-0.6%	2.3%	0.0%	14.0%	34.4%	-1.4%	93.8%	174.8%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	16.22	p	EOD	0.9%	-1.0%	6.2%	10.0%	22.6%	18.3%	11.2%	75.3%	83.0%	88.1%	88.7%	-1.8%	Jun '26
Multi Strategy- Variant	25.87	p	EOD	0.2%	0.4%	1.2%	3.0%	6.6%	7.2%	2.8%	20.9%	43.2%	37.6%	29.0%	NewNew Peak	Jul '26
Long Short- First Trust	74.68		0.08%	0.9%	0.8%	3.0%	5.3%	14.1%	9.1%	5.3%	46.6%	61.1%	51.2%	67.2%	-0.3%	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)	359.73	2.0%	-2.0%	0.0%	8.1%	7.2%	98.6%	66.0%	15.0%	189.2%	182.8%	150.2%	271.8%	-10.7%	May '26
Meta (Communications)	658.19	0.2%	6.9%	16.2%	-0.6%	7.0%	-8.5%	13.1%	-0.2%	114.8%	90.8%	95.9%	420.3%	-16.5%	Aug '25
Amazon (Cyclical)	248.31	0.4%	0.9%	4.1%	-0.3%	4.9%	10.0%	5.2%	7.6%	84.4%	34.9%	45.7%	119.9%	-9.7%	May '26
Tesla (Cyclical)	396.77	0.5%	-1.5%	-2.4%	8.9%	-9.7%	25.2%	11.4%	-11.8%	41.0%	82.2%	-0.8%	82.6%	-19.0%	Dec '25
Procter & Gamble (Defensive)	146.15	-1.5%	-4.3%	-2.3%	2.0%	1.3%	-2.2%	-12.3%	3.5%	5.3%	20.3%	0.6%	29.5%	-15.3%	Dec '24
PepsiCo (Defensive)	135.58	-2.1%	-6.5%	-6.0%	-12.9%	-6.3%	2.9%	-1.8%	-4.7%	-20.8%	1.7%	-10.4%	-10.3%	-23.5%	May '23
Coca-Cola (Defensive)	83.33	-1.1%	-0.9%	1.5%	9.8%	17.4%	22.6%	15.6%	20.0%	48.5%	70.6%	59.4%	67.7%	-1.1%	Jul '26
Exxon Mobil (Energy)	144.96	0.3%	2.3%	-1.4%	-2.2%	12.8%	31.3%	16.0%	22.1%	58.8%	192.7%	166.5%	66.8%	-14.9%	Mar '26
Chevron (Energy)	181.72	-0.3%	4.4%	-2.9%	-2.8%	9.7%	23.7%	10.1%	20.4%	33.0%	116.8%	80.8%	33.1%	-13.9%	Mar '26
JPMorgan Chase (Financial)	343.16	2.6%	1.2%	7.0%	10.3%	12.0%	20.6%	37.3%	7.5%	143.7%	149.6%	138.0%	260.1%	NewNew Peak	Jul '26
Visa (Financial)	356.36	-0.4%	1.2%	10.5%	14.7%	8.7%	2.5%	11.8%	2.0%	49.9%	50.4%	66.5%	105.8%	-3.8%	Jun '25
Mastercard (Financial)	538.56	0.2%	1.5%	9.9%	4.9%	-1.3%	-2.2%	9.0%	-5.4%	36.0%	41.7%	49.1%	94.0%	-9.7%	Aug '25
Bank of America (Financial)	60.83	2.2%	1.6%	8.6%	14.0%	16.6%	31.4%	28.0%	11.2%	124.1%	76.0%	46.7%	123.0%	NewNew Peak	Jul '26
UnitedHealth (Health)	424.38	-1.1%	-0.9%	4.5%	35.1%	27.7%	44.1%	-33.1%	29.6%	-6.6%	11.1%	-8.9%	-9.4%	-29.6%	Nov '24
Johnson & Johnson (Health)	253.44	-1.7%	-5.2%	5.2%	5.6%	16.6%	64.7%	47.5%	23.1%	72.0%	70.2%	67.0%	72.7%	-5.2%	Jul '26
Eli Lilly (Health)	1155.51	-2.2%	-6.5%	2.0%	25.5%	8.0%	45.6%	40.2%	7.9%	162.6%	412.5%	342.9%	266.8%	-6.5%	Jul '26
Union Pacific (Industrials)	288.35	-0.3%	1.8%	5.7%	14.4%	27.6%	25.7%	3.9%	25.3%	45.4%	45.9%	28.4%	62.9%	-0.3%	Jul '26
Honeywell (Industrials)	222.44	0.09%	-1.2%	1.0%	-4.1%	5.5%	1.3%	-6.4%	15.2%	22.1%	14.9%	25.6%	47.9%	-51.1%	Jun '26
Nvidia (IT)	211.85	4.1%	7.6%	3.2%	7.8%	15.7%	29.1%	38.9%	13.6%	366.3%	970.2%	604.7%	1744.6%	-10.1%	May '26
Broadcom (IT)	390.89	1.8%	5.4%	2.3%	2.7%	15.2%	42.6%	50.6%	13.2%	355.3%	790.2%	537.5%	859.4%	-18.8%	Jun '26
Adobe (IT)	220.15	-4.5%	-0.6%	7.9%	-6.6%	-27.7%	-40.0%	-21.3%	-37.1%	-57.2%	-63.8%	-61.0%	-23.1%	-65.3%	Feb '24
Oracle (IT)	128.00	-2.7%	-9.3%	-30.5%	-21.5%	-33.7%	-43.7%	18.1%	-33.9%	10.8%	54.6%	54.7%	109.6%	-60.7%	Sep '25
salesforce.com (IT)	167.70	-2.1%	-1.1%	1.1%	-2.1%	-29.8%	-35.0%	-20.2%	-36.5%	-25.8%	-29.8%	-33.4%	19.6%	-53.9%	Dec '24
Linde PLC (Materials)	523.04	-0.2%	-2.8%	-0.1%	4.7%	19.3%	12.7%	3.2%	23.1%	43.1%	91.7%	63.7%	101.7%	-4.3%	Jul '26
Sherwin-Williams (Materials)	328.98	0.00%	-3.9%	3.7%	-1.4%	-7.0%	-3.9%	-3.8%	1.8%	26.2%	23.9%	0.8%	68.5%	-16.8%	Nov '24
American Tower (Real Estate)	168.49	-0.6%	2.0%	-10.0%	-4.5%	-4.1%	-21.8%	-0.9%	-3.1%	-4.4%	-30.6%	-32.5%	3.2%	-26.3%	Sep '24
Prologis Inc. (Real Estate)	143.12	0.7%	-0.3%	-3.1%	3.4%	9.1%	34.1%	25.1%	13.0%	22.4%	30.0%	-1.3%	59.0%	-3.1%	Jun '26
NextEra Energy (Utilities)	89.51	1.3%	1.2%	4.1%	-2.0%	9.9%	21.8%	15.5%	12.3%	32.6%	33.9%	9.6%	35.9%	-8.6%	Apr '26
Duke Energy (Utilities)	126.50	-0.3%	-1.3%	1.2%	-1.7%	8.4%	11.0%	12.7%	9.8%	52.6%	49.4%	45.5%	70.3%	-4.4%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.89	p	EOD	-0.4%	-0.4%	0.7%	1.4%	7.1%	9.4%	2.3%	21.9%	10.8%	10.8%	32.7%	-1.0%	Jun '26
Moderate-60% Stock	68.86		0.5%	0.2%	-0.4%	2.8%	4.7%	14.7%	16.4%	6.4%	43.3%	37.3%	33.7%	69.7%	-1.4%	Jun '26
Mod Agg-80% Stock	54.89	p	EOD	-0.4%	-0.2%	4.4%	6.7%	18.9%	19.6%	9.0%	54.9%	50.1%	44.8%	90.2%	-1.7%	Jun '26
Aggressive-90% Stock	34.08	p	EOD	-0.6%	0.2%	5.8%	9.9%	23.9%	20.9%	12.6%	60.5%	54.9%	48.0%	97.7%	-1.5%	Jul '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	64542.86	3.7%	2.0%	1.6%	-13.0%	-33.4%	-46.1%	-6.3%	-26.2%	112.8%	96.6%	38.9%	236.9%	-48.3%	Oct '25
Ethereum	1878.10	5.9%	6.2%	12.8%	-19.2%	-44.0%	-37.7%	-11.0%	-36.7%	-3.2%	-5.8%	-50.1%	45.0%	-61.1%	Aug '25
BNB	580.26	2.4%	0.6%	-3.9%	-5.5%	-38.9%	-15.8%	23.1%	-32.8%	133.8%	87.5%	13.3%	114.1%	-55.7%	Oct '25
Solana	77.17	3.1%	-4.3%	15.6%	-7.9%	-47.4%	-52.4%	-34.2%	-38.0%	188.6%	146.7%	-54.7%	147.6%	-70.5%	Jan '25
Bitcoin ETF	36.56	3.8%	1.1%	1.5%	-13.2%	-34.0%	-46.4%	-6.4%	-26.4%	-	-	-	-	-48.7%	Oct '25
Grayscale Bitcoin (hi fee)	50.04	3.8%	1.2%	1.4%	-13.4%	-34.4%	-47.0%	-7.6%	-26.8%	180.5%	106.1%	61.6%	394.2%	-49.2%	Oct '25
Bloomberg Commodities	23.63	1.2%	3.0%	1.0%	-1.3%	15.8%	30.1%	14.9%	21.0%	41.5%	61.9%	53.6%	33.2%	-8.8%	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	5.09	-0.08%	1.0%	2.4%	4.6%	6.2%	2.4%	1.1%	5.2%	29.8%	156.1%	152.7%	31.2%	-1.7%	May '26
10yr Treasury rate	4.59	-0.5%	1.2%	2.2%	7.7%	10.7%	3.6%	-9.0%	10.1%	20.1%	238.1%	181.6%	17.5%	-8.1%	Oct '23
5yr Treasury rate	4.32	-1.0%	1.5%	2.6%	11.6%	16.2%	8.4%	-15.0%	16.1%	7.2%	440.8%	216.6%	5.1%	-12.9%	Oct '23
13-week T-bill	3.70	-0.8%	-0.7%	2.3%	2.4%	3.9%	-12.5%	-15.7%	4.3%	-29.1%	8122.2%	6881.1%	4.7%	-30.8%	Oct '23
Crude Oil	79.77	2.1%	13.2%	-6.0%	-12.6%	28.6%	19.1%	-19.9%	38.9%	5.8%	9.1%	4.9%	-8.6%	-29.4%	Apr '26
Gold	4057.80	1.5%	-2.1%	-3.7%	-15.9%	-12.3%	21.1%	64.5%	-6.2%	107.0%	122.4%	125.5%	142.9%	-23.7%	Jan '26
USD/EUR	0.88	-0.4%	-0.2%	1.3%	3.3%	1.9%	2.1%	-11.4%	2.8%	-	3.6%	-0.5%	-15.0%	-10.3%	Jan '25
USD/JPY	162.15	-0.2%	-0.1%	1.2%	2.1%	1.9%	9.7%	-0.4%	3.7%	-	47.4%	40.8%	10.5%	-0.3%	Jun '26
S&P 500 Volatility Index	16.47	-4.0%	2.1%	-6.8%	-10.3%	-1.7%	-4.2%	-13.8%	10.2%	23.5%	0.9%	-0.8%	-50.9%	-68.5%	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	50.42		0.11%	-0.4%	-0.2%	0.0%	0.6%	3.5%	6.1%	0.7%	18.4%	18.0%	18.1%	23.4%	-0.5%	Jun '26
Interm Muni- JPMorgan	50.34		-0.02%	-0.2%	0.0%	0.2%	0.3%	5.1%	4.3%	0.9%	10.8%	4.9%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	44.75		0.4%	-0.2%	-1.0%	-1.6%	-1.0%	4.9%	8.8%	-0.3%	13.6%	2.7%	3.2%	20.0%	-2.5%	Feb '26
Interm Bond- Vanguard	75.93		0.3%	-0.2%	-0.7%	-1.7%	-1.4%	2.8%	8.5%	-1.1%	12.5%	-0.8%	1.0%	18.6%	-2.9%	Feb '26
Multisector Bond- Intrepid	8.94	p	EOD	0.1%	0.5%	1.3%	2.3%	7.2%	8.2%	2.7%	29.9%	35.0%	31.7%	38.5%	-0.1%	Jul '26
Int’l Bond- JPMorgan	48.01		-0.03%	-0.4%	-0.4%	-0.2%	-0.4%	3.5%	8.2%	0.3%	17.9%	14.0%	14.1%	28.2%	-1.5%	Feb '26
Long Bond- Vanguard	73.24		0.3%	-0.9%	-2.6%	-2.8%	-3.0%	3.2%	7.2%	-1.7%	9.6%	-14.6%	-13.1%	22.7%	-4.6%	Oct '25
Long CA Muni- PIMCO	9.42	p	EOD	-0.4%	0.3%	0.6%	0.6%	5.5%	3.3%	1.0%	9.9%	1.0%	1.2%	16.3%	-0.6%	Feb '26
Long Muni- iShares	57.33		-0.01%	-0.3%	0.0%	0.2%	0.1%	5.9%	3.4%	0.7%	9.0%	2.6%	2.7%	14.7%	-1.1%	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