VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

New Peak

Return

85.6%

[

20.6%

annualized]

Dec 30 2022 - Apr 17 2026

DJIA (Large Value)

-1.5%

BelowPeak Feb '26

Return

49.2%

[

12.9%

annualized]

Dec 30 2022 - Apr 17 2026

Russell 2000 (Small Cap)

New Peak

Return

57.7%

[

14.8%

annualized]

Dec 30 2022 - Apr 17 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 Apr 17 11:10 PM EDT, next update at 11:20 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	7126.06	1.2%	4.5%	7.6%	2.7%	6.9%	34.9%	16.4%	4.1%	71.5%	70.3%	48.6%	99.2%	New Peak	Apr '26
DJIA (Large Value)	49447.43	1.8%	3.2%	7.0%	0.2%	7.1%	26.3%	13.0%	2.9%	45.5%	44.6%	35.2%	69.3%	-1.5%	Feb '26
Russell 2000 (Small Cap)	2776.90	2.1%	5.6%	12.0%	3.7%	13.2%	47.7%	11.3%	11.9%	54.7%	22.7%	22.2%	64.5%	New Peak	Apr '26
NASDAQ Comp (Tech/Growth)	24468.48	1.5%	6.8%	10.5%	4.1%	7.9%	50.2%	20.4%	5.3%	101.3%	74.1%	54.5%	134.9%	New Peak	Apr '26
Aggregate Bond	99.85	0.4%	0.5%	0.8%	0.8%	0.9%	6.1%	7.2%	1.0%	12.6%	1.6%	1.4%	18.5%	-0.9%	Feb '26
Corp Bond	110.04	0.6%	0.8%	1.6%	0.6%	0.3%	7.8%	7.9%	1.0%	15.1%	1.5%	-0.3%	26.5%	-0.8%	Feb '26
High Yield Bond	80.65	0.4%	0.9%	2.1%	0.9%	2.9%	9.9%	8.6%	1.5%	28.1%	21.3%	18.2%	38.4%	New Peak	Apr '26
Preferred	31.46	0.4%	2.2%	3.1%	0.1%	2.7%	12.8%	4.9%	2.8%	20.9%	8.3%	4.0%	27.7%	-0.6%	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	51.88	0.3%	-0.2%	7.5%	7.0%	19.2%	31.0%	9.9%	14.9%	34.6%	38.6%	26.4%	62.3%	-2.8%	Feb '26
Consumer Discretionary/Cyclical	120.41	2.4%	6.7%	9.1%	-1.3%	3.1%	30.9%	7.4%	1.0%	66.5%	39.4%	18.7%	78.5%	-3.1%	Jan '26
Financial Services	52.43	0.8%	3.3%	7.6%	-3.2%	1.3%	14.1%	14.9%	-3.8%	64.9%	61.5%	42.8%	83.7%	-6.6%	Jan '26
Real Estate	96.68	1.6%	4.0%	6.3%	5.5%	8.1%	15.8%	3.3%	10.4%	32.0%	21.6%	-0.7%	45.7%	New Peak	Apr '26
Communication Services	119.10	0.2%	4.5%	5.1%	3.7%	4.3%	33.7%	23.1%	1.5%	110.0%	63.0%	59.3%	159.7%	-0.5%	Jan '26
Energy	55.02	-2.8%	-3.4%	-5.2%	16.1%	29.9%	39.4%	7.9%	23.9%	40.2%	173.2%	123.1%	54.5%	-12.1%	Mar '26
Industrials	173.51	1.9%	1.2%	5.3%	4.3%	15.1%	40.3%	19.3%	12.2%	79.4%	85.1%	76.6%	115.9%	-2.7%	Mar '26
Technology	154.35	1.5%	8.2%	12.0%	6.1%	8.6%	61.0%	24.6%	7.3%	110.6%	123.8%	81.7%	171.8%	New Peak	Apr '26
Consumer Staples/Defensive	82.46	1.3%	0.1%	0.3%	1.0%	4.8%	3.5%	1.5%	6.8%	17.9%	34.7%	19.6%	33.8%	-7.9%	Feb '26
Healthcare	148.80	1.5%	1.0%	1.5%	-4.1%	4.7%	11.8%	14.5%	-3.5%	17.1%	32.7%	14.3%	29.3%	-6.7%	Feb '26
Utilities	46.16	-0.4%	-1.7%	-0.5%	7.1%	2.3%	22.1%	16.0%	8.9%	46.8%	59.8%	48.1%	67.0%	-2.6%	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	150.90	1.3%	4.0%	8.0%	4.1%	9.8%	37.7%	22.4%	6.7%	71.8%	65.3%	52.3%	106.9%	New Peak	Apr '26
MSCI Emerging Markets	63.64	1.9%	5.1%	10.6%	10.0%	19.2%	55.5%	34.0%	16.3%	72.1%	31.7%	42.7%	101.0%	New Peak	Apr '26
FTSE Europe	89.07	1.6%	2.3%	8.8%	3.8%	11.8%	31.4%	35.8%	7.0%	55.7%	57.3%	48.2%	117.1%	-1.1%	Feb '26
MSCI Japan	90.19	0.9%	2.3%	7.2%	5.5%	14.2%	38.6%	25.9%	11.7%	67.2%	45.6%	48.9%	102.8%	-4.0%	Feb '26
MSCI India	51.28	2.6%	3.9%	7.5%	-3.0%	-5.8%	-1.9%	2.7%	-5.1%	29.6%	33.9%	11.1%	27.7%	-12.7%	Sep '24
MSCI China	59.29	1.0%	3.7%	3.6%	-5.2%	-5.2%	23.0%	31.0%	-1.3%	29.2%	-19.2%	4.8%	60.3%	-10.4%	Oct '25
International Bond	48.33	0.5%	0.7%	0.7%	0.2%	0.1%	2.5%	2.9%	0.7%	13.7%	1.7%	2.1%	18.2%	-1.3%	Feb '26
iShares Latin America	37.84	-0.3%	0.1%	12.3%	16.4%	37.3%	69.2%	52.7%	24.3%	77.7%	88.0%	115.2%	93.1%	-0.7%	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	652.78	1.2%	4.5%	7.6%	2.9%	7.5%	36.5%	17.8%	4.4%	78.6%	82.7%	57.9%	109.3%	New Peak	Apr '26
US Large Growth	476.41	1.5%	6.8%	9.0%	1.3%	2.2%	40.0%	18.3%	0.7%	97.6%	87.9%	58.9%	133.4%	-2.9%	Oct '25
US Large Value	227.15	1.0%	2.4%	6.0%	4.1%	13.0%	31.1%	15.7%	8.4%	55.1%	59.8%	46.6%	77.9%	New Peak	Apr '26

US MidCap Blend	307.08	1.4%	3.5%	6.3%	2.6%	7.0%	26.9%	11.6%	6.2%	52.2%	43.5%	29.6%	72.9%	New Peak	Apr '26
US MidCap Growth	283.70	1.9%	5.8%	7.2%	-0.4%	-1.5%	21.8%	10.7%	1.8%	49.1%	29.7%	16.4%	71.8%	-4.5%	Oct '25
US MidCap Value	192.53	1.0%	1.8%	5.5%	4.5%	13.3%	29.9%	12.1%	9.1%	52.5%	54.7%	41.0%	70.5%	-0.5%	Feb '26

US Small Blend	284.67	1.8%	4.6%	8.8%	3.7%	13.2%	39.4%	8.9%	10.8%	57.2%	38.3%	33.5%	73.2%	New Peak	Apr '26
US Small Growth	356.35	2.2%	7.4%	12.9%	2.0%	10.3%	48.7%	12.9%	10.4%	59.4%	20.3%	23.7%	75.6%	New Peak	Apr '26
US Small Value	206.45	2.1%	3.6%	11.2%	6.0%	17.9%	50.0%	12.4%	14.2%	61.0%	39.9%	33.4%	68.0%	New Peak	Apr '26

Foreign Large Blend	104.32	1.3%	2.1%	7.9%	4.8%	12.4%	33.2%	31.6%	8.6%	56.4%	53.8%	49.0%	107.2%	-1.3%	Feb '26
Foreign Growth	122.36	1.9%	3.3%	8.9%	2.6%	7.0%	26.5%	20.7%	7.4%	35.4%	25.6%	18.8%	79.9%	-0.8%	Feb '26
Foreign Value	78.61	0.7%	1.1%	7.3%	7.0%	18.1%	40.3%	42.2%	10.1%	79.5%	85.1%	84.4%	136.5%	-1.7%	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	23.04	0.2%	0.4%	0.9%	-0.3%	0.8%	4.9%	3.6%	0.1%	22.9%	28.9%	25.4%	31.1%	-0.8%	Jan '26
Ultra Short- Janus AAA CLO	50.63	0.08%	0.3%	0.7%	0.9%	2.5%	5.9%	5.2%	1.2%	21.6%	25.6%	24.8%	27.1%	New Peak	Apr '26
Bank Loan- Invesco	20.67	0.6%	0.9%	1.3%	-0.3%	2.4%	7.6%	6.9%	0.0%	24.9%	29.2%	26.9%	33.3%	-0.3%	Jan '26
Interval CEF- Cliffwater	10.35	0.2%	0.4%	0.7%	1.3%	3.4%	8.3%	8.9%	1.5%	36.4%	59.3%	49.5%	42.7%	New Peak	Apr '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	56.46	1.3%	4.0%	9.0%	3.9%	9.8%	39.6%	17.7%	6.1%	85.9%	110.3%	97.8%	118.4%	New Peak	Apr '26
Int’l Min Volatility- Franklin	40.89	0.12%	-0.7%	2.4%	8.0%	19.2%	39.5%	27.1%	11.5%	78.0%	114.5%	98.8%	113.5%	-1.3%	Feb '26
MidCap 30 - Hennessy (hi fee)	27.16	2.1%	6.3%	14.0%	3.5%	15.5%	37.6%	3.0%	11.9%	88.3%	112.1%	108.9%	114.7%	New Peak	Apr '26
Small Value- Avantis	117.52	1.6%	2.4%	10.3%	8.6%	21.8%	48.4%	7.4%	15.5%	66.5%	72.6%	56.4%	79.5%	New Peak	Apr '26
Mid Value- Pacer Cash Cows	63.04	0.5%	2.5%	1.4%	2.5%	12.7%	28.3%	9.0%	5.1%	40.1%	64.4%	45.2%	57.1%	-2.6%	Feb '26
Growth- S&P Momentum	128.30	1.2%	4.0%	10.9%	7.2%	7.1%	46.6%	26.6%	7.8%	133.8%	137.6%	109.5%	157.4%	New Peak	Apr '26
Invesco S&P Quality	80.50	1.7%	2.2%	6.4%	4.3%	10.3%	29.3%	13.2%	7.7%	74.9%	85.3%	60.2%	111.1%	-0.2%	Feb '26
Rotation Factor- BlackRock	63.70	1.1%	4.0%	7.7%	4.5%	8.9%	40.1%	20.0%	5.0%	99.2%	98.5%	77.5%	140.5%	New Peak	Apr '26
US Min Volatility- Fidelity	68.63	0.9%	3.3%	5.6%	1.7%	6.0%	21.2%	11.8%	3.3%	48.1%	59.6%	40.5%	71.3%	New Peak	Apr '26
Derivative Income- JPMorgan	57.79	0.3%	0.4%	2.6%	0.9%	5.7%	16.9%	8.1%	2.9%	33.2%	50.3%	33.3%	52.2%	-2.2%	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	16.67	-0.6%	0.2%	1.6%	5.7%	5.7%	12.6%	6.5%	5.4%	29.6%	37.8%	36.5%	36.0%	-0.6%	Apr '26
Multistrategy- AQR	14.45	-0.4%	-0.6%	-0.2%	3.0%	6.5%	15.9%	16.4%	3.1%	46.2%	73.0%	69.4%	51.4%	-1.1%	Apr '26
Long Short- AQR	20.35	-0.3%	-0.9%	-1.0%	-1.3%	4.9%	20.9%	34.4%	-3.8%	97.7%	165.5%	148.3%	136.8%	-4.4%	Dec '25
Mkt Neutral- BlackRock	15.33	-0.2%	0.4%	2.2%	4.6%	11.5%	19.5%	18.3%	5.1%	68.0%	73.3%	77.7%	78.4%	-0.2%	Apr '26
Multi Strategy- Variant	26.14	-0.04%	0.0%	0.6%	1.9%	3.1%	6.7%	7.2%	1.6%	22.0%	47.3%	35.9%	27.4%	New Peak	Apr '26
Long Short- First Trust	72.41	0.3%	0.1%	4.3%	1.5%	4.9%	18.0%	9.1%	2.1%	45.9%	62.3%	46.6%	62.1%	-0.2%	Apr '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)	341.68	1.7%	7.7%	11.0%	3.6%	35.1%	126.8%	66.0%	9.2%	229.7%	201.8%	137.6%	253.1%	-0.5%	Feb '26
Meta (Communications)	688.55	1.7%	9.3%	11.8%	11.1%	-3.8%	37.7%	13.1%	4.4%	218.5%	126.6%	105.0%	444.3%	-12.6%	Aug '25
Amazon (Cyclical)	250.56	0.3%	5.1%	19.4%	4.8%	17.6%	45.2%	5.2%	8.6%	144.9%	47.4%	47.0%	121.9%	-1.4%	Nov '25
Tesla (Cyclical)	400.62	3.0%	14.8%	2.0%	-8.4%	-8.8%	66.0%	11.4%	-10.9%	117.4%	62.5%	0.2%	84.4%	-18.2%	Dec '25
Procter & Gamble (Defensive)	146.93	2.7%	1.2%	0.1%	2.4%	-1.6%	-11.5%	-12.3%	3.3%	4.9%	21.4%	0.4%	29.2%	-15.5%	Dec '24
PepsiCo (Defensive)	157.67	-0.4%	0.4%	2.7%	8.7%	4.5%	14.8%	-1.8%	10.8%	-5.6%	27.7%	4.3%	4.3%	-11.0%	May '23
Coca-Cola (Defensive)	75.74	0.7%	-2.2%	-0.3%	8.3%	12.2%	6.8%	15.6%	9.1%	30.3%	63.8%	44.9%	52.4%	-6.5%	Feb '26
Exxon Mobil (Energy)	146.44	-3.6%	-4.0%	-7.1%	13.5%	32.5%	41.7%	16.0%	22.5%	38.7%	213.0%	167.4%	67.4%	-14.6%	Mar '26
Chevron (Energy)	183.99	-2.2%	-2.4%	-7.4%	11.7%	22.7%	39.5%	10.1%	21.9%	22.5%	120.1%	83.1%	34.7%	-12.9%	Mar '26
JPMorgan Chase (Financial)	310.29	0.11%	0.1%	8.4%	-0.2%	5.3%	36.4%	37.3%	-2.8%	135.0%	129.7%	115.2%	225.6%	-6.8%	Jan '26
Visa (Financial)	317.02	0.6%	4.2%	6.0%	-3.2%	-6.9%	-3.1%	11.8%	-9.4%	38.8%	45.3%	47.9%	82.7%	-14.6%	Jun '25
Mastercard (Financial)	521.30	0.5%	4.5%	6.9%	-3.2%	-6.8%	1.4%	9.0%	-8.4%	42.5%	39.0%	44.3%	87.8%	-12.6%	Aug '25
Bank of America (Financial)	53.91	0.7%	2.6%	15.1%	2.3%	6.3%	47.3%	28.0%	-1.4%	90.7%	55.5%	30.0%	97.6%	-5.3%	Jan '26
UnitedHealth (Health)	324.63	2.6%	6.7%	14.2%	-1.2%	-7.6%	-26.5%	-33.1%	-0.9%	-31.7%	-9.5%	-30.3%	-30.7%	-46.2%	Nov '24
Johnson & Johnson (Health)	234.18	-0.2%	-1.8%	-1.3%	7.7%	22.6%	52.9%	47.5%	13.8%	59.0%	66.2%	54.3%	59.6%	-5.8%	Mar '26
Eli Lilly (Health)	927.03	2.5%	-1.3%	1.0%	-10.6%	15.8%	11.2%	40.2%	-13.6%	156.2%	414.9%	254.7%	193.8%	-16.3%	Nov '25
Union Pacific (Industrials)	251.14	0.03%	0.3%	6.2%	10.0%	12.3%	16.7%	3.9%	9.1%	34.9%	26.2%	11.8%	41.9%	-5.9%	Mar '26
Honeywell (Industrials)	233.55	1.8%	-0.6%	1.6%	7.0%	23.4%	28.7%	-6.4%	20.3%	34.2%	18.3%	31.1%	54.5%	-5.8%	Mar '26
Nvidia (IT)	201.68	1.7%	6.9%	11.8%	8.3%	10.1%	98.8%	38.9%	8.1%	629.6%	1170.6%	570.9%	1656.0%	-2.6%	Oct '25
Broadcom (IT)	406.54	2.0%	9.4%	29.0%	15.8%	16.8%	139.7%	50.6%	17.7%	569.0%	838.5%	563.0%	897.9%	-1.2%	Dec '25
Adobe (IT)	244.45	-1.5%	8.5%	-0.6%	-17.4%	-26.6%	-29.9%	-21.3%	-30.2%	-35.3%	-53.4%	-56.7%	-14.6%	-61.5%	Feb '24
Oracle (IT)	175.06	-1.8%	26.8%	14.9%	-8.1%	-39.5%	37.5%	18.1%	-9.6%	88.0%	137.2%	111.6%	186.6%	-46.3%	Sep '25
salesforce.com (IT)	182.14	0.5%	10.4%	-6.0%	-19.6%	-24.8%	-25.8%	-20.2%	-31.1%	-6.9%	-20.3%	-27.7%	29.9%	-50.0%	Dec '24
Linde PLC (Materials)	492.23	-1.4%	-2.2%	0.7%	12.5%	9.9%	10.3%	3.2%	15.8%	40.2%	81.7%	54.0%	89.8%	-3.3%	Apr '26
Sherwin-Williams (Materials)	345.55	3.7%	2.8%	10.7%	-3.2%	5.0%	4.6%	-3.8%	6.9%	54.2%	35.3%	5.9%	77.0%	-12.6%	Nov '24
American Tower (Real Estate)	182.36	2.1%	2.7%	0.9%	-0.7%	-3.7%	-15.9%	-0.9%	3.9%	-3.8%	-15.5%	-27.7%	10.6%	-21.0%	Sep '24
Prologis Inc. (Real Estate)	145.10	2.1%	5.8%	10.6%	9.8%	18.8%	47.1%	25.1%	14.6%	29.1%	48.6%	0.0%	61.2%	New Peak	Apr '26
NextEra Energy (Utilities)	91.98	0.2%	-2.2%	1.1%	10.7%	10.3%	42.8%	15.5%	15.4%	28.2%	29.3%	12.6%	39.6%	-3.2%	Feb '26
Duke Energy (Utilities)	128.03	-0.5%	-2.9%	-2.1%	8.3%	1.3%	8.8%	12.7%	10.2%	47.7%	54.4%	46.0%	70.9%	-4.1%	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	15.98	0.6%	1.3%	2.2%	1.3%	2.7%	11.2%	9.4%	2.1%	23.2%	12.4%	10.6%	32.5%	-0.3%	Feb '26
Moderate-60% Stock	67.75	1.0%	2.6%	5.2%	3.0%	6.8%	24.9%	16.4%	4.7%	46.4%	38.3%	31.5%	67.0%	New Peak	Apr '26
Mod Agg-80% Stock	53.81	1.1%	3.3%	6.5%	3.6%	8.7%	32.0%	19.6%	6.1%	58.6%	49.9%	40.9%	85.1%	New Peak	Apr '26
Aggressive-90% Stock	32.71	1.2%	3.6%	8.1%	5.1%	11.5%	37.5%	20.9%	8.1%	61.5%	53.4%	42.1%	89.7%	New Peak	Apr '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	77319.04	0.2%	5.9%	8.5%	-19.1%	-27.4%	-8.9%	-6.3%	-11.6%	154.4%	25.6%	66.4%	303.6%	-38.0%	Oct '25
Ethereum	2418.64	-0.2%	7.7%	9.8%	-26.6%	-36.9%	52.8%	-11.0%	-18.5%	14.9%	-0.5%	-35.7%	86.8%	-49.9%	Aug '25
BNB	643.37	0.03%	6.2%	-1.3%	-31.4%	-40.0%	9.0%	23.1%	-25.5%	87.5%	26.1%	25.6%	137.4%	-50.9%	Oct '25
Solana	88.90	0.05%	4.8%	-1.3%	-38.6%	-51.2%	-34.0%	-34.2%	-28.6%	257.7%	250.0%	-47.8%	185.3%	-66.1%	Jan '25
Bitcoin ETF	43.94	2.8%	5.7%	9.1%	-19.0%	-27.3%	-9.0%	-6.4%	-11.5%	-	-	-	-	-38.4%	Oct '25
Grayscale Bitcoin (hi fee)	60.29	2.8%	5.7%	8.9%	-19.2%	-27.8%	-10.1%	-7.6%	-11.8%	289.4%	29.9%	94.8%	495.4%	-38.7%	Oct '25
Bloomberg Commodities	23.65	-1.9%	-0.2%	-2.4%	16.7%	26.2%	32.6%	14.9%	21.1%	37.9%	75.9%	53.7%	33.3%	-4.4%	Apr '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	4.88	-0.9%	-0.6%	0.1%	0.9%	6.1%	1.6%	1.1%	0.9%	29.0%	116.1%	142.3%	25.8%	-4.3%	Oct '23
10yr Treasury rate	4.25	-1.5%	-1.6%	-0.3%	0.4%	6.0%	-2.0%	-9.0%	2.0%	18.9%	169.9%	160.8%	8.8%	-14.9%	Oct '23
5yr Treasury rate	3.84	-1.9%	-2.6%	-0.6%	0.3%	6.8%	-2.6%	-15.0%	3.1%	4.4%	367.5%	181.2%	-6.7%	-22.6%	Oct '23
13-week T-bill	3.60	-0.3%	0.2%	-0.3%	1.2%	-6.1%	-14.4%	-15.7%	1.5%	-28.4%	44900.0%	6692.5%	1.9%	-32.7%	Oct '23
Crude Oil	84.00	-11.3%	-13.0%	-12.8%	41.3%	46.0%	29.9%	-19.9%	46.3%	3.9%	33.1%	10.4%	-3.7%	-25.6%	Apr '26
Gold	4849.40	1.3%	1.8%	-0.8%	5.7%	15.7%	46.6%	64.5%	12.1%	141.6%	172.6%	169.5%	190.3%	-8.8%	Jan '26
USD/EUR	0.85	0.13%	-0.3%	-1.9%	-1.3%	-	-	-11.4%	-0.2%	-6.7%	-	-3.3%	-17.5%	-12.9%	Jan '25
USD/JPY	158.58	-0.4%	-0.4%	-0.2%	0.0%	-	-	-0.4%	1.4%	18.3%	-	37.7%	8.1%	-1.9%	Jul '24
S&P 500 Volatility Index	17.48	-2.6%	-9.1%	-30.3%	10.2%	-15.9%	-41.0%	-13.8%	16.9%	3.9%	7.6%	5.3%	-47.9%	-66.6%	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	50.65	0.1%	0.3%	0.0%	0.4%	1.3%	4.8%	6.1%	0.4%	19.0%	18.3%	17.7%	23.0%	-0.5%	Feb '26
Interm Muni- JPMorgan	50.53	0.3%	0.4%	0.4%	0.3%	1.5%	6.4%	4.3%	0.9%	11.0%	6.4%	5.3%	16.9%	-0.9%	Feb '26
Interm Bond- Janus MSB	45.73	0.4%	0.6%	1.0%	1.0%	2.1%	8.3%	8.8%	1.4%	15.5%	4.6%	5.0%	22.1%	-0.8%	Feb '26
Interm Bond- Vanguard	77.65	0.4%	0.6%	0.8%	0.9%	0.8%	6.5%	8.5%	0.7%	13.9%	3.1%	2.9%	20.8%	-1.1%	Feb '26
Multisector Bond- Intrepid	9.00	0.2%	0.6%	1.7%	0.9%	2.8%	10.3%	8.2%	1.6%	31.2%	36.9%	30.3%	37.0%	New Peak	Apr '26
Int’l Bond- JPMorgan	48.51	0.5%	0.8%	1.6%	0.2%	1.3%	6.6%	8.2%	0.8%	18.5%	15.1%	14.6%	28.8%	-1.1%	Feb '26
Long Bond- Vanguard	75.75	0.8%	1.0%	2.2%	0.3%	-0.9%	8.9%	7.2%	1.2%	11.9%	-7.1%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.44	0.2%	0.2%	0.4%	0.1%	0.8%	5.6%	3.3%	0.5%	10.4%	2.2%	0.7%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.46	0.2%	0.4%	0.4%	0.1%	1.4%	7.2%	3.4%	0.7%	9.5%	3.4%	2.7%	14.6%	-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)

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