VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT
Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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S&P 500
Return
92.3%
[ 20.7%
annualized]Dec 30 2022 - Jun 23 2026
DJIA (Large Value)
Return
56.1%
[ 13.6%
annualized]Dec 30 2022 - Jun 23 2026
Russell 2000 (Small Cap)
Return
69.3%
[ 16.3%
annualized]Dec 30 2022 - Jun 23 2026
Performance Range:
As of Jun 23 02:20 PM EDT, next update at 02:30 PM1)% 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.
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