VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500 (Large Cap)

Return

54.8%

[

12.3%

annualized]

Dec 31 2020 - Oct 11 2024

New Peak

DJIA (Large Value)

Return

40.0%

[

9.3%

annualized]

Dec 31 2020 - Oct 11 2024

New Peak

Russell 2000 (Small Cap)

Return

13.1%

[

3.3%

annualized]

Dec 31 2020 - Oct 11 2024

-8.5%

Below
Peak
Nov '21

Performance Range:

As of Oct 14 4:00 PM EDT Market Closed

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 (Large Cap)	5815.03	0.6%	2.1%	3.4%	3.6%	13.5%	34.4%	24.2%	21.9%	31.0%	96.0%	21.2%	62.6%	New Peak	Oct '24
DJIA (Large Value)	42863.86	1.0%	2.2%	3.6%	7.2%	12.8%	27.3%	13.7%	13.7%	22.8%	60.0%	17.2%	46.7%	New Peak	Oct '24
Russell 2000 (Small Cap)	2234.41	2.1%	1.9%	2.4%	4.0%	11.5%	29.9%	15.1%	10.2%	-1.7%	48.4%	-1.7%	32.4%	-8.5%	Nov '21
NASDAQ Comp (Tech/Growth)	18342.94	0.3%	2.3%	3.7%	-0.3%	13.4%	36.8%	43.4%	22.2%	23.7%	127.9%	15.9%	76.1%	-1.6%	Jul '24
Aggregate Bond	99.50	0.03%	-0.1%	-1.9%	2.1%	5.6%	10.2%	5.7%	3.0%	-5.6%	0.1%	-4.7%	11.3%	-7.4%	Aug '20
Muni ~7yrs	107.79	-0.02%	-0.1%	-0.3%	1.2%	2.7%	8.2%	5.6%	1.7%	0.2%	5.9%	-0.5%	10.0%	-1.1%	Jul '21
Corp Bond	110.81	-0.02%	-0.1%	-1.8%	2.6%	6.8%	14.2%	9.4%	3.5%	-7.3%	2.8%	-6.1%	19.1%	-8.8%	Sep '21
High Yield Bond	79.57	0.3%	0.4%	0.4%	3.6%	7.4%	16.2%	11.5%	7.6%	7.5%	18.7%	6.9%	25.1%	-0.5%	Sep '24
Preferred	33.25	0.6%	1.1%	1.3%	5.6%	9.7%	22.6%	9.2%	11.7%	0.9%	15.8%	-0.2%	22.5%	-1.0%	Dec '21

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	95.89	0.7%	1.1%	3.9%	6.4%	7.6%	26.0%	12.5%	13.5%	21.6%	86.5%	13.5%	45.6%	-1.2%	Sep '24
Consumer Discretionary/Cyclical	196.58	-0.4%	0.8%	2.3%	2.9%	11.5%	24.7%	39.6%	10.6%	8.3%	70.5%	-4.3%	44.0%	-4.6%	Nov '21
Financial Services	46.51	1.9%	3.1%	4.9%	10.1%	17.0%	42.3%	12.0%	25.1%	26.3%	85.5%	23.8%	59.2%	New Peak	Oct '24
Real Estate	94.78	1.1%	0.5%	-3.1%	9.3%	18.4%	30.9%	11.9%	10.4%	0.2%	23.1%	-8.2%	34.8%	-8.9%	Dec '21
Communication Services	90.43	0.7%	0.9%	4.4%	5.1%	11.8%	36.3%	52.8%	25.5%	15.7%	90.6%	18.8%	93.7%	-0.5%	Oct '24
Energy	92.81	0.6%	-0.7%	9.3%	3.4%	-1.9%	7.2%	-0.6%	13.4%	82.5%	106.3%	79.6%	24.3%	-3.8%	Apr '24
Industrials	138.42	1.8%	2.4%	6.4%	11.8%	13.4%	38.1%	18.1%	22.6%	42.6%	96.2%	37.9%	68.6%	New Peak	Oct '24
Technology	230.81	0.2%	3.2%	4.9%	-1.1%	12.8%	37.9%	56.0%	20.5%	53.1%	196.7%	34.6%	101.4%	-2.7%	Jul '24
Consumer Staples/Defensive	81.64	0.6%	1.2%	-2.2%	6.0%	12.7%	25.6%	-0.8%	15.6%	24.4%	54.0%	13.8%	27.3%	-2.6%	Sep '24
Healthcare	153.89	0.7%	1.9%	-1.1%	4.2%	11.6%	20.1%	2.1%	14.1%	26.7%	86.5%	15.2%	30.3%	-1.8%	Sep '24
Utilities	79.25	0.9%	-0.2%	1.6%	12.0%	25.3%	38.0%	-7.2%	28.1%	32.1%	46.3%	21.8%	37.3%	-2.7%	Oct '24

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	120.16	0.6%	1.2%	3.4%	3.4%	12.9%	31.9%	22.3%	19.1%	23.5%	78.3%	18.2%	60.6%	New Peak	Oct '24
MSCI Emerging Markets	46.36	0.7%	-2.1%	8.2%	4.2%	15.2%	25.6%	8.9%	16.1%	-2.9%	25.0%	-0.2%	40.5%	-13.7%	Feb '21
FTSE Europe	69.67	0.6%	0.6%	0.1%	0.5%	9.0%	24.7%	20.2%	10.6%	13.7%	51.7%	10.6%	62.0%	-2.9%	Sep '24
MSCI Japan	71.05	0.2%	0.0%	1.7%	-0.5%	3.6%	21.8%	20.3%	11.6%	9.7%	35.8%	10.3%	50.3%	-2.7%	Sep '24
MSCI India	57.19	0.2%	2.0%	-1.1%	0.2%	10.7%	28.6%	17.2%	17.2%	20.9%	86.9%	23.0%	41.3%	-3.4%	Sep '24
MSCI China	52.64	0.6%	-11.8%	28.7%	19.6%	34.6%	25.5%	-11.3%	29.8%	-19.3%	-0.5%	-11.1%	36.6%	-42.0%	Feb '21
International Bond	49.94	0.04%	-0.1%	-0.5%	2.6%	3.4%	9.2%	8.8%	2.9%	-2.5%	-0.9%	-2.0%	13.4%	-4.7%	Dec '20
iShares Latin America	25.56	-0.04%	-1.3%	-1.3%	-3.6%	-5.1%	8.3%	33.1%	-9.7%	24.2%	8.9%	32.9%	19.4%	-23.2%	May '08

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	532.71	0.6%	2.1%	3.4%	3.9%	14.2%	36.3%	26.3%	23.2%	37.1%	112.1%	26.5%	67.6%	New Peak	Oct '24
US Large Growth	380.01	0.2%	2.5%	3.7%	1.0%	14.6%	40.4%	42.6%	25.8%	37.2%	145.4%	25.9%	85.0%	-0.6%	Jul '24
US Large Value	191.40	1.1%	1.6%	3.4%	7.7%	12.4%	30.0%	11.3%	17.4%	25.8%	68.0%	20.2%	45.9%	New Peak	Oct '24

US MidCap Blend	266.65	1.2%	1.9%	4.5%	8.0%	12.4%	31.7%	16.0%	16.4%	13.7%	74.0%	10.3%	47.2%	New Peak	Oct '24
US MidCap Growth	249.73	1.5%	2.9%	6.0%	6.2%	10.0%	29.8%	23.1%	14.3%	3.3%	74.3%	1.4%	49.7%	-4.0%	Nov '21
US MidCap Value	167.43	1.0%	1.2%	2.5%	8.8%	13.5%	32.2%	9.9%	17.3%	23.4%	69.2%	18.5%	43.4%	-0.1%	Sep '24

US Small Blend	239.01	1.7%	1.8%	3.9%	6.1%	10.9%	31.7%	18.2%	13.1%	10.4%	68.8%	9.6%	42.3%	New Peak	Oct '24
US Small Growth	286.28	2.2%	2.2%	3.5%	4.0%	12.5%	33.9%	18.5%	14.0%	-3.1%	54.6%	-1.6%	39.7%	-13.0%	Feb '21
US Small Value	166.32	1.9%	1.5%	1.4%	4.5%	11.7%	29.2%	14.6%	8.5%	6.5%	55.7%	4.7%	31.9%	-2.4%	Jul '24

Foreign Large Blend	82.30	0.5%	0.3%	0.9%	0.9%	8.4%	23.9%	18.4%	11.1%	13.9%	45.3%	11.9%	55.6%	-2.5%	Sep '24
Foreign Growth	106.18	0.8%	0.7%	1.5%	-0.2%	7.9%	25.2%	17.6%	10.6%	2.7%	41.3%	-0.3%	51.1%	-2.6%	Sep '21
Foreign Value	56.60	0.3%	-0.1%	0.6%	2.4%	9.4%	22.5%	18.9%	11.7%	25.2%	45.3%	24.7%	60.1%	-2.3%	Sep '24

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	24.32	0.06%	0.5%	1.0%	1.8%	4.0%	10.6%	14.8%	6.4%	19.5%	28.9%	18.9%	24.4%	New Peak	Oct '24
Ultra Short- Janus AAA CLO	50.74	0%	0.1%	0.5%	1.6%	3.5%	7.5%	8.0%	5.8%	15.1%	-	14.9%	16.9%	New Peak	Oct '24
Bank Loan- Invesco	21.13	0.09%	0.4%	1.0%	2.2%	4.8%	9.6%	12.5%	6.4%	17.2%	24.6%	16.8%	22.6%	New Peak	Oct '24
Interval CEF- Cliffwater	10.67	0.09%	0.2%	-2.0%	-0.2%	3.3%	9.9%	12.7%	7.0%	25.4%	43.6%	23.0%	19.9%	-2.4%	Oct '24

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	46.31	0.9%	1.9%	4.2%	4.5%	13.6%	42.7%	25.1%	28.8%	62.9%	-	59.6%	76.3%	New Peak	Oct '24
Int’l Min Volatility- Franklin	31.30	0.3%	0.8%	2.0%	3.5%	9.2%	23.4%	17.5%	16.0%	45.0%	57.0%	40.5%	50.8%	New Peak	Oct '24
MidCap 30 - Hennessy (hi fee)	28.41	2.1%	2.4%	8.2%	10.1%	19.5%	54.9%	31.3%	36.6%	90.1%	213.5%	83.6%	88.7%	New Peak	Oct '24
Small Value- Avantis	96.97	2.0%	1.7%	4.6%	4.5%	10.1%	30.2%	22.8%	9.3%	30.3%	114.1%	26.0%	44.6%	-2.3%	Jul '24
Mid Value- Pacer Cash Cows	58.36	0.8%	0.2%	3.9%	5.8%	5.1%	20.8%	14.7%	13.9%	36.9%	127.3%	30.5%	41.1%	New Peak	Oct '24
Growth- S&P Momentum	93.67	1.0%	2.9%	5.2%	4.2%	18.3%	61.7%	17.6%	43.5%	56.4%	147.2%	51.0%	85.6%	New Peak	Oct '24
Invesco S&P Quality	67.53	0.4%	2.1%	1.5%	4.7%	14.2%	35.1%	24.8%	26.0%	41.8%	116.5%	32.0%	74.0%	New Peak	Oct '24
Rotation Factor- BlackRock	50.42	0.6%	2.4%	4.1%	4.8%	15.5%	43.5%	36.3%	27.9%	45.1%	112.2%	38.2%	87.3%	New Peak	Oct '24
US Min Volatility- Fidelity	61.49	0.7%	2.1%	1.8%	5.7%	13.6%	26.3%	16.4%	17.4%	30.5%	80.4%	23.0%	50.1%	New Peak	Oct '24
Derivative Income- JPMorgan	59.46	0.5%	1.1%	1.7%	6.4%	9.7%	19.9%	9.8%	14.1%	27.8%	-	21.4%	38.6%	New Peak	Oct '24

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	14.37	0.5%	0.9%	3.4%	0.4%	0.6%	6.5%	2.6%	8.5%	18.3%	27.4%	17.6%	17.2%	-0.4%	Jul '24
Multistrategy- AQR	12.38	0.2%	0.6%	-0.2%	-1.3%	-1.5%	10.8%	8.9%	10.3%	39.8%	-	37.5%	22.9%	-3.0%	May '24
Long Short- AQR	16.15	0.12%	1.3%	1.7%	2.1%	5.8%	26.2%	23.9%	22.9%	96.9%	110.6%	81.0%	72.6%	-0.6%	Sep '24
Mkt Neutral- BlackRock	14.01	-0.2%	0.6%	2.8%	3.5%	6.6%	25.1%	14.5%	19.0%	39.7%	42.2%	40.0%	40.5%	-0.2%	Oct '24
Multi Strategy- Variant	27.22	0.07%	0.1%	-1.7%	-0.2%	-1.9%	2.9%	9.3%	0.8%	18.3%	41.5%	16.2%	12.3%	-3.1%	May '24
Long Short- First Trust	64.28	1.0%	1.3%	3.1%	2.6%	7.0%	22.9%	16.9%	15.5%	34.2%	64.0%	28.1%	41.6%	New Peak	Oct '24

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)	163.24	0.7%	0.2%	3.7%	-11.7%	3.7%	19.1%	58.3%	17.1%	15.9%	168.8%	12.9%	67.7%	-14.5%	Jul '24
Meta (Communications)	589.95	1.0%	0.9%	12.6%	18.4%	15.5%	88.0%	194.1%	67.2%	80.1%	222.9%	74.8%	364.1%	-1.0%	Oct '24
Amazon (Cyclical)	188.82	1.2%	4.4%	1.2%	-2.9%	1.4%	45.5%	80.9%	24.3%	14.4%	117.5%	10.8%	67.2%	-5.6%	Jul '24
Tesla (Cyclical)	217.80	-8.8%	-9.6%	-5.4%	-12.3%	27.3%	-13.3%	101.7%	-12.3%	-20.2%	1171.4%	-45.5%	0.3%	-46.9%	Nov '21
Procter & Gamble (Defensive)	171.09	1.3%	2.4%	-1.7%	3.3%	11.5%	21.2%	-0.9%	19.0%	28.0%	61.3%	12.5%	44.7%	-3.8%	Sep '24
PepsiCo (Defensive)	174.81	1.1%	4.5%	-1.4%	5.9%	5.6%	12.7%	-3.3%	5.3%	19.4%	46.6%	9.2%	9.3%	-6.8%	May '23
Coca-Cola (Defensive)	69.57	0.5%	0.8%	-2.6%	10.0%	21.1%	35.6%	-4.4%	20.7%	39.5%	52.4%	27.4%	34.1%	-4.1%	Sep '24
Exxon Mobil (Energy)	123.61	0.4%	-1.4%	11.2%	10.0%	4.4%	16.5%	-6.3%	26.8%	122.8%	128.6%	114.5%	34.3%	-1.4%	Oct '24
Chevron (Energy)	151.42	0.5%	0.2%	7.7%	-1.6%	-2.7%	-3.7%	-13.6%	4.8%	56.5%	62.7%	41.2%	3.9%	-13.5%	Jan '23
JPMorgan Chase (Financial)	222.29	4.4%	5.4%	9.5%	9.1%	23.0%	53.8%	30.6%	33.8%	47.9%	120.6%	49.5%	126.2%	-0.5%	Aug '24
Visa (Financial)	277.84	0.1%	1.5%	-3.3%	4.8%	1.1%	17.8%	26.3%	7.3%	26.2%	62.2%	28.2%	58.4%	-4.7%	Sep '24
Mastercard (Financial)	502.26	0.9%	2.4%	1.9%	14.3%	8.2%	26.9%	23.4%	18.4%	48.4%	86.9%	37.8%	79.4%	New Peak	Oct '24
Bank of America (Financial)	41.95	5.0%	5.0%	8.5%	1.5%	18.7%	61.1%	4.8%	27.1%	0.6%	63.0%	-2.3%	48.6%	-8.6%	Feb '22
UnitedHealth (Health)	598.05	0.06%	2.5%	1.0%	17.3%	37.2%	12.6%	0.8%	14.9%	48.5%	191.8%	23.8%	23.2%	-0.7%	Sep '24
Johnson & Johnson (Health)	161.46	0.6%	1.2%	-2.5%	8.5%	11.2%	6.2%	-8.6%	5.4%	9.8%	41.7%	1.9%	5.3%	-6.7%	Apr '22
Eli Lilly (Health)	932.06	2.3%	3.7%	0.9%	-1.6%	24.4%	54.0%	60.9%	60.7%	306.4%	825.4%	252.8%	192.2%	-2.9%	Aug '24
Union Pacific (Industrials)	242.31	1.5%	2.3%	-2.7%	5.8%	4.5%	19.2%	21.6%	0.3%	17.2%	69.4%	4.2%	32.2%	-7.1%	Mar '22
Honeywell (Industrials)	215.99	1.1%	6.2%	5.8%	1.0%	11.3%	20.3%	0.0%	4.7%	5.2%	47.0%	10.7%	30.5%	-1.6%	Aug '21
Apple (IT)	227.55	-0.7%	2.6%	2.3%	-1.2%	29.2%	27.9%	49.0%	18.6%	60.9%	298.8%	26.9%	66.3%	-3.0%	Jul '24
Microsoft (IT)	416.32	0.12%	1.7%	-3.3%	-8.0%	-1.0%	28.0%	58.2%	11.3%	41.1%	212.3%	27.3%	87.6%	-10.8%	Jul '24
Nvidia (IT)	134.80	-0.01%	5.5%	13.2%	4.3%	52.9%	196.6%	239.0%	172.3%	520.9%	2804.7%	348.2%	1073.2%	-0.6%	Jun '24
Broadcom (IT)	181.48	-2.3%	3.7%	8.6%	7.1%	35.9%	108.7%	104.2%	64.3%	291.6%	647.7%	191.9%	339.4%	-2.4%	Oct '24
Adobe (IT)	495.42	-1.6%	1.7%	-7.7%	-11.4%	4.5%	-9.7%	77.3%	-17.0%	-18.5%	78.3%	-12.2%	73.1%	-28.0%	Nov '21
Oracle (IT)	175.77	0.2%	3.6%	8.7%	21.7%	45.9%	64.4%	30.9%	68.8%	92.9%	236.3%	109.1%	183.2%	-1.2%	Oct '24
salesforce.com (IT)	288.10	-0.7%	1.2%	13.3%	13.6%	-1.8%	41.4%	98.5%	10.0%	-0.2%	93.7%	13.3%	103.4%	-8.7%	Mar '24
Linde PLC (Materials)	474.04	1.0%	2.3%	1.1%	7.9%	6.6%	27.0%	27.7%	16.5%	60.0%	165.1%	45.4%	79.2%	-1.6%	Sep '24
Sherwin-Williams (Materials)	378.99	0.7%	3.0%	1.0%	19.3%	19.6%	54.8%	32.7%	22.3%	33.3%	116.0%	14.7%	91.7%	-1.3%	Sep '24
American Tower (Real Estate)	219.27	0.6%	-1.1%	-7.4%	4.9%	24.3%	35.6%	5.4%	4.1%	-10.5%	10.3%	-16.7%	27.4%	-20.7%	Sep '21
Prologis Inc. (Real Estate)	120.24	1.7%	0.2%	-6.8%	0.8%	2.7%	13.0%	21.6%	-7.7%	-4.0%	58.5%	-21.3%	26.9%	-25.4%	Apr '22
NextEra Energy (Utilities)	81.86	1.1%	2.0%	-3.3%	8.4%	31.5%	54.8%	-25.3%	37.8%	8.4%	60.7%	-4.1%	18.9%	-5.9%	Dec '21
Duke Energy (Utilities)	114.17	0.9%	3.6%	-2.7%	9.3%	22.6%	34.3%	-1.6%	21.3%	26.9%	47.2%	23.4%	44.4%	-3.0%	Sep '24

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	15.71	0.13%	0.1%	-1.2%	1.7%	5.6%	13.0%	9.5%	5.1%	-0.5%	12.0%	-0.6%	19.1%	-1.8%	Nov '21
Moderate-60% Stock	58.77	0.4%	0.5%	1.3%	2.9%	9.7%	22.7%	15.7%	12.3%	12.1%	43.0%	9.5%	38.9%	-0.5%	Sep '24
Mod Agg-80% Stock	47.14	0.5%	0.9%	2.4%	3.3%	10.9%	26.7%	18.6%	14.9%	16.0%	59.7%	12.6%	48.0%	-0.1%	Sep '24
Aggressive-90% Stock	27.87	0.7%	0.9%	2.8%	2.7%	10.2%	27.6%	19.0%	14.8%	14.1%	69.2%	11.0%	48.2%	-0.1%	Sep '24

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	62521.60	-1.1%	0.5%	4.2%	2.9%	-4.9%	132.8%	155.4%	47.9%	9.1%	646.6%	34.6%	226.4%	-14.5%	Mar '24
Ethereum	2446.00	-1.2%	1.0%	1.1%	-24.6%	-22.5%	57.3%	90.6%	7.2%	-35.4%	1208.3%	-35.0%	88.9%	-49.2%	Nov '21
BNB	570.21	-1.1%	1.1%	3.0%	4.7%	0.5%	176.0%	26.8%	82.5%	20.8%	2989.0%	11.3%	110.4%	-19.7%	Jun '24
Solano	147.44	0.6%	2.4%	7.5%	-0.1%	-2.5%	569.8%	919.0%	45.2%	-1.5%	-	-13.4%	373.1%	-43.1%	Nov '21
Bitcoin ETF	35.94	5.9%	-0.3%	5.6%	9.4%	-5.8%	-	-	-	-	-	-	-	-14.3%	Mar '24
Grayscale Bitcoin (hi fee)	50.27	5.9%	-0.3%	5.5%	-1.7%	-15.6%	148.4%	317.6%	45.2%	11.9%	417.2%	46.7%	348.4%	-23.3%	Mar '24

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	4.38	-0.07%	1.8%	10.2%	-0.4%	-4.8%	-8.3%	1.1%	9.1%	116.4%	99.5%	117.4%	12.8%	-71.2%	Oct '81
10yr Treasury rate	4.07	-0.6%	1.2%	11.6%	-2.8%	-9.5%	-12.0%	-0.3%	5.4%	168.1%	135.0%	150.2%	4.4%	-74.3%	Sep '81
5yr Treasury rate	3.88	-1.0%	0.3%	13.3%	-5.6%	-14.4%	-16.5%	-4.0%	1.0%	269.4%	148.8%	184.2%	-5.7%	-76.2%	Sep '81
13-week T-bill	4.51	-0.3%	-0.2%	-5.2%	-13.1%	-13.7%	-15.3%	21.6%	-12.8%	11187.5%	179.0%	8418.9%	27.8%	-73.7%	Dec '80
Crude Oil	74.38	0.08%	-3.6%	8.3%	-9.5%	-13.2%	-15.2%	-10.7%	3.8%	-8.5%	38.8%	-2.2%	-14.8%	-48.8%	Jul '08
Gold	2662.60	-0.2%	0.7%	3.1%	10.3%	13.0%	38.1%	13.3%	29.1%	48.2%	78.5%	48.0%	59.4%	-0.8%	Sep '24
EUR/USD	1.09	-0.04%	-0.5%	-1.4%	0.4%	2.6%	3.7%	3.8%	-1.3%	-5.7%	-0.9%	-3.9%	12.5%	-31.7%	Apr '08
USD/JPY	149.24	-0.02%	0.7%	6.0%	-5.7%	-2.6%	-0.4%	6.4%	5.5%	31.1%	37.7%	29.6%	1.7%	-7.7%	Jul '24
S&P 500 Volatility Index	20.46	-2.2%	-9.6%	23.6%	64.2%	18.2%	5.9%	-42.5%	64.3%	21.4%	40.4%	23.3%	-39.1%	-75.3%	Mar '20

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	50.49	0.04%	0.2%	-0.2%	2.1%	4.6%	9.3%	6.7%	5.9%	9.6%	16.9%	9.9%	14.8%	-0.4%	Sep '24
Interm Muni- JPMorgan	50.86	0.02%	-0.1%	-0.3%	1.3%	3.1%	8.7%	6.0%	2.5%	1.3%	7.4%	0.5%	11.6%	-0.7%	Oct '24
Interm Bond- Janus MSB	45.81	0.07%	-0.2%	-1.9%	2.6%	6.6%	11.9%	5.2%	3.6%	-3.8%	2.9%	-3.3%	12.4%	-4.3%	Aug '21
Interm Bond- Vanguard	76.93	0.07%	-0.1%	-1.9%	2.3%	6.2%	10.7%	6.1%	3.5%	-5.0%	2.0%	-4.1%	12.7%	-7.0%	Aug '20
Multisector Bond- Intrepid	9.06	0.11%	0.0%	1.0%	3.1%	6.3%	13.5%	10.9%	8.6%	17.7%	41.0%	16.6%	22.6%	New Peak	Oct '24
Int’l Bond- JPMorgan	47.99	0.06%	0.0%	-0.6%	2.2%	4.4%	10.5%	8.7%	3.9%	5.8%	13.6%	5.5%	18.5%	-1.0%	Sep '24
Long Bond- Vanguard	79.00	-0.2%	-0.4%	-2.8%	2.7%	7.5%	17.1%	11.2%	2.3%	-15.3%	-4.1%	-14.0%	21.4%	-17.5%	Sep '21
Long CA Muni- PIMCO	9.53	0%	-0.3%	-0.7%	1.0%	3.1%	11.0%	8.4%	3.1%	1.1%	9.2%	-0.2%	14.7%	-1.0%	Oct '24
Long Muni- iShares	57.64	0.05%	-0.2%	-0.4%	1.2%	2.7%	7.8%	5.7%	1.6%	-0.8%	3.8%	-1.6%	9.8%	-2.0%	Aug '21

To add your own symbols and watchlist to the dashboard, sign up for free.

Explore Funds

Help

Legal

R&D Tools

Please sign in

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 (Large Cap)

DJIA (Large Value)

Russell 2000 (Small Cap)

Below
Peak
Nov '21

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 (Large Cap)

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak Nov '21

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.

Below
Peak
Nov '21