VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

80.8%

[

20.9%

annualized]

Dec 30 2022 - Feb 10 2026

-0.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

51.4%

[

14.2%

annualized]

Dec 30 2022 - Feb 10 2026

New Peak

Russell 2000 (Small Cap)

Return

52.4%

[

14.5%

annualized]

Dec 30 2022 - Feb 10 2026

-1.3%

Below
Peak
Jan '26

Performance Range:

As of Feb 10 04:00 PM EDT, next update at 04:10 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	6941.33	-0.3%	0.3%	-0.4%	1.6%	8.6%	14.4%	16.4%	1.4%	69.7%	77.5%	44.7%	94.1%	-0.5%	Jan '26
DJIA (Large Value)	50179.02	0.09%	1.9%	1.4%	5.9%	13.6%	12.8%	13.0%	4.4%	48.2%	59.6%	37.2%	71.8%	New Peak	Feb '26
Russell 2000 (Small Cap)	2684.62	-0.2%	1.4%	2.3%	9.3%	21.0%	17.3%	11.3%	8.2%	39.9%	17.6%	18.1%	59.1%	-1.3%	Jan '26
NASDAQ Comp (Tech/Growth)	23096.28	-0.6%	-0.7%	-2.4%	-1.8%	7.7%	17.2%	20.4%	-0.6%	97.1%	65.3%	45.9%	121.7%	-3.6%	Oct '25
Aggregate Bond	100.44	0.3%	0.7%	0.6%	1.3%	3.5%	7.1%	7.2%	0.9%	13.8%	-0.3%	1.4%	18.4%	New Peak	Feb '26
Corp Bond	110.85	0.3%	0.7%	0.6%	1.2%	3.6%	7.8%	7.9%	1.0%	17.2%	-1.5%	-0.3%	26.4%	-0.4%	Oct '25
High Yield Bond	80.86	-0.08%	0.2%	0.3%	1.8%	3.7%	7.8%	8.6%	0.8%	29.1%	20.8%	17.3%	37.4%	-0.1%	Feb '26
Preferred	31.53	0.08%	0.6%	0.5%	2.5%	4.2%	6.1%	4.9%	2.4%	16.1%	10.9%	3.7%	27.3%	-0.7%	Jan '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	52.90	1.4%	4.3%	9.6%	22.7%	20.9%	21.6%	9.9%	16.6%	36.7%	58.9%	28.3%	64.7%	New Peak	Feb '26
Consumer Discretionary/Cyclical	118.35	0.7%	-2.2%	-4.9%	-0.8%	6.2%	5.5%	7.4%	-0.9%	63.9%	44.5%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	53.54	-0.7%	0.0%	-3.9%	1.4%	4.0%	5.6%	14.9%	-2.2%	53.9%	86.5%	45.1%	86.6%	-5.1%	Jan '26
Real Estate	93.89	1.4%	4.7%	4.9%	5.1%	7.4%	6.6%	3.3%	6.1%	17.7%	26.4%	-4.6%	40.0%	-0.1%	Nov '24
Communication Services	117.56	0.6%	-0.2%	-0.3%	4.1%	10.0%	15.3%	23.1%	-0.1%	120.9%	70.0%	56.7%	155.5%	-2.1%	Jan '26
Energy	53.60	-0.07%	3.7%	14.9%	19.7%	28.4%	22.4%	7.9%	19.9%	31.5%	189.3%	115.9%	49.6%	-0.1%	Feb '26
Industrials	173.96	0.1%	3.0%	7.4%	13.2%	16.2%	27.3%	19.3%	12.1%	78.3%	109.0%	76.5%	115.9%	New Peak	Feb '26
Technology	142.55	-0.6%	0.3%	-2.5%	-3.4%	7.5%	21.4%	24.6%	-1.0%	107.5%	117.3%	67.6%	150.7%	-6.1%	Oct '25
Consumer Staples/Defensive	87.14	-0.3%	1.5%	10.0%	14.9%	7.2%	12.1%	1.5%	12.2%	29.5%	50.8%	25.7%	40.6%	-0.9%	Feb '26
Healthcare	155.34	-0.6%	0.8%	-1.3%	5.9%	20.4%	8.0%	14.5%	0.3%	23.2%	44.8%	18.9%	34.5%	-2.7%	Jan '26
Utilities	44.23	1.7%	2.3%	4.0%	-0.6%	4.1%	15.2%	16.0%	3.6%	43.2%	62.3%	40.9%	58.9%	-4.1%	Oct '25

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	147.34	-0.05%	1.2%	1.8%	5.0%	12.7%	22.5%	22.4%	4.1%	71.2%	68.6%	48.7%	102.0%	New Peak	Feb '26
MSCI Emerging Markets	60.60	0.2%	1.7%	6.1%	10.8%	24.3%	42.0%	34.0%	10.8%	62.4%	19.3%	35.9%	91.4%	-0.2%	Jan '26
FTSE Europe	89.21	-0.3%	1.5%	4.0%	11.3%	16.3%	34.8%	35.8%	6.7%	63.8%	69.7%	47.7%	116.5%	-0.3%	Feb '26
MSCI Japan	93.10	2.0%	7.4%	10.0%	15.5%	24.0%	41.7%	25.9%	15.3%	75.1%	48.6%	53.7%	109.3%	New Peak	Feb '26
MSCI India	53.72	0.5%	1.1%	1.0%	-0.8%	3.1%	6.2%	2.7%	-0.6%	34.4%	35.9%	16.4%	33.7%	-8.6%	Sep '24
MSCI China	62.01	0.06%	1.5%	-0.3%	-3.0%	7.9%	24.3%	31.0%	3.2%	30.9%	-27.0%	9.6%	67.7%	-6.3%	Oct '25
International Bond	48.67	0.2%	0.5%	0.5%	0.5%	1.7%	3.0%	2.9%	1.0%	14.6%	0.6%	2.4%	18.5%	New Peak	Feb '26
iShares Latin America	36.47	-0.7%	-0.6%	14.5%	22.6%	44.8%	62.2%	52.7%	19.8%	78.4%	80.8%	107.5%	86.1%	-0.7%	Feb '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	636.65	-0.2%	0.4%	-0.3%	1.9%	9.3%	15.9%	17.8%	1.5%	76.9%	90.7%	53.5%	103.5%	-0.5%	Jan '26
US Large Growth	459.56	-0.3%	0.1%	-3.5%	-4.5%	3.3%	11.9%	18.3%	-2.9%	99.1%	87.8%	53.2%	124.9%	-6.4%	Oct '25
US Large Value	224.35	-0.12%	1.1%	3.1%	9.5%	15.7%	17.9%	15.7%	6.7%	50.0%	72.0%	44.2%	75.0%	-0.1%	Feb '26

US MidCap Blend	302.15	0.03%	1.8%	1.2%	4.1%	7.4%	10.4%	11.6%	4.1%	44.2%	47.2%	27.1%	69.5%	New Peak	Feb '26
US MidCap Growth	275.73	-0.03%	1.1%	-3.6%	-4.1%	-2.8%	0.2%	10.7%	-1.2%	43.1%	25.5%	12.9%	66.7%	-7.4%	Oct '25
US MidCap Value	191.40	0.12%	2.3%	4.5%	10.2%	15.1%	18.5%	12.1%	7.9%	42.5%	68.1%	39.4%	68.6%	New Peak	Feb '26

US Small Blend	278.83	0.11%	2.4%	2.6%	9.6%	16.9%	13.9%	8.9%	8.1%	45.4%	38.9%	30.2%	68.9%	New Peak	Feb '26
US Small Growth	341.39	-0.4%	0.8%	-0.3%	5.3%	17.5%	15.4%	12.9%	5.7%	48.7%	5.8%	18.5%	68.2%	-3.5%	Jan '26
US Small Value	200.85	-0.05%	1.7%	5.1%	14.0%	26.0%	22.0%	12.4%	10.8%	41.2%	45.8%	29.4%	63.0%	New Peak	Feb '26

Foreign Large Blend	104.26	0.3%	2.8%	5.5%	11.4%	17.5%	34.7%	31.6%	8.6%	62.6%	61.7%	49.0%	107.1%	New Peak	Feb '26
Foreign Growth	121.99	0.4%	2.9%	2.4%	7.4%	12.3%	22.2%	20.7%	7.1%	43.0%	28.7%	18.4%	79.4%	New Peak	Feb '26
Foreign Value	78.70	0.09%	2.7%	8.6%	15.2%	22.5%	47.2%	42.2%	10.2%	83.3%	98.8%	84.6%	136.8%	New Peak	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	23.14		0.00%	-0.3%	-1.1%	-0.8%	-0.7%	2.2%	3.6%	-0.7%	22.1%	28.1%	24.4%	30.1%	-1.5%	Jan '26
Ultra Short- Janus AAA CLO	50.67		-0.02%	0.0%	0.4%	1.4%	2.7%	4.9%	5.2%	0.5%	21.3%	25.2%	24.0%	26.2%	New Peak	Feb '26
Bank Loan- Invesco	20.67		-0.07%	-0.2%	-1.4%	0.2%	2.0%	5.3%	6.9%	-1.1%	24.2%	27.6%	25.5%	31.8%	-1.4%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.1%	0.3%	1.7%	3.7%	8.1%	8.9%	0.5%	36.6%	60.9%	47.9%	41.2%	New Peak	Feb '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	54.96		-0.4%	0.5%	0.9%	3.9%	9.4%	16.8%	17.7%	3.0%	81.6%	126.2%	92.1%	112.1%	-0.4%	Feb '26
Int’l Min Volatility- Franklin	40.17		0.11%	2.8%	7.2%	13.2%	22.0%	33.6%	27.1%	9.1%	80.2%	128.0%	94.5%	108.9%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	26.47	p	EOD	2.8%	3.3%	9.2%	17.0%	9.2%	3.0%	9.1%	82.3%	120.3%	103.6%	109.3%	New Peak	Feb '26
Small Value- Avantis	114.52		-0.6%	2.4%	6.7%	16.7%	24.9%	19.5%	7.4%	12.3%	47.4%	87.6%	52.0%	74.4%	-0.6%	Feb '26
Mid Value- Pacer Cash Cows	63.96		0.1%	2.7%	3.2%	11.1%	16.8%	13.5%	9.0%	6.3%	36.8%	92.2%	46.9%	58.9%	-0.1%	Feb '26
Growth- S&P Momentum	120.77		-0.6%	1.0%	0.6%	0.2%	3.5%	18.4%	26.6%	1.2%	121.7%	131.6%	96.6%	141.6%	-2.5%	Oct '25
Invesco S&P Quality	79.52		-0.3%	1.4%	2.8%	8.0%	11.1%	14.3%	13.2%	6.0%	77.6%	95.3%	57.6%	107.8%	-0.4%	Feb '26
Rotation Factor- BlackRock	61.81		-0.2%	0.3%	0.4%	1.8%	9.6%	17.6%	20.0%	1.6%	98.2%	104.0%	71.8%	132.8%	-0.2%	Feb '26
US Min Volatility- Fidelity	68.34		-0.1%	0.1%	0.8%	3.6%	8.0%	11.2%	11.8%	2.4%	51.1%	69.1%	39.3%	69.9%	-0.5%	Feb '26
Derivative Income- JPMorgan	59.21		0.3%	1.6%	2.3%	6.5%	9.8%	8.9%	8.1%	4.1%	37.3%	61.3%	34.8%	53.8%	New Peak	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	16.04	p	EOD	1.0%	1.8%	2.4%	1.4%	5.5%	6.5%	1.5%	26.9%	33.1%	31.4%	30.9%	-0.2%	Aug '25
Multistrategy- AQR	14.37	p	EOD	0.4%	1.6%	2.9%	9.5%	14.0%	16.4%	2.6%	43.9%	78.8%	68.5%	50.6%	-0.1%	Jan '26
Long Short- AQR	20.99	p	EOD	0.2%	-0.1%	4.8%	13.1%	25.4%	34.4%	-0.8%	105.1%	220.1%	156.1%	144.2%	-1.4%	Dec '25
Mkt Neutral- BlackRock	14.74	p	EOD	-0.6%	-0.3%	5.6%	9.7%	16.4%	18.3%	1.1%	62.6%	69.3%	70.9%	71.5%	-0.8%	Feb '26
Multi Strategy- Variant	26.36	p	EOD	0.1%	0.1%	1.3%	3.2%	6.4%	7.2%	0.2%	21.9%	47.7%	34.0%	25.6%	New Peak	Feb '26
Long Short- First Trust	71.26		-0.5%	-0.5%	-0.3%	-0.3%	7.0%	6.7%	9.1%	0.4%	48.7%	60.9%	44.2%	59.4%	-1.2%	Feb '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)	318.59	-1.8%	-6.2%	-3.0%	9.9%	58.4%	71.5%	66.0%	1.8%	239.4%	207.7%	121.4%	229.0%	-7.3%	Feb '26
Meta (Communications)	670.63	-1.0%	-3.0%	2.7%	6.2%	-12.7%	-6.2%	13.1%	1.6%	287.8%	148.4%	99.5%	429.7%	-15.0%	Aug '25
Amazon (Cyclical)	206.92	-0.9%	-13.3%	-16.4%	-16.7%	-7.1%	-11.2%	5.2%	-10.4%	112.0%	25.9%	21.4%	83.3%	-18.5%	Nov '25
Tesla (Cyclical)	425.18	1.9%	0.8%	-4.5%	-4.5%	29.0%	21.2%	11.4%	-5.5%	115.9%	58.5%	6.3%	95.7%	-13.2%	Dec '25
Procter & Gamble (Defensive)	159.16	1.2%	2.5%	13.0%	10.2%	5.1%	-2.4%	-12.3%	11.8%	24.3%	40.8%	8.8%	39.9%	-8.4%	Dec '24
PepsiCo (Defensive)	166.97	0.3%	2.5%	19.3%	18.2%	17.2%	20.3%	-1.8%	16.3%	4.6%	41.5%	9.4%	9.5%	-6.6%	May '23
Coca-Cola (Defensive)	76.88	-1.4%	0.0%	9.0%	9.8%	10.9%	22.6%	15.6%	10.0%	41.1%	80.2%	46.1%	53.7%	-2.7%	Feb '26
Exxon Mobil (Energy)	151.71	0.3%	5.6%	21.7%	29.5%	44.6%	41.7%	16.0%	26.1%	41.1%	257.0%	175.2%	72.3%	New Peak	Feb '26
Chevron (Energy)	182.37	-0.13%	2.4%	12.5%	18.5%	20.3%	22.5%	10.1%	19.7%	20.3%	143.8%	79.7%	32.2%	-0.1%	Feb '26
JPMorgan Chase (Financial)	318.13	-1.2%	1.0%	-3.4%	0.8%	11.2%	19.8%	37.3%	-0.8%	142.2%	158.7%	119.5%	232.1%	-4.9%	Jan '26
Visa (Financial)	328.38	0.9%	-0.2%	-6.1%	-1.7%	-2.1%	-5.8%	11.8%	-6.4%	47.5%	64.9%	52.8%	88.9%	-11.7%	Jun '25
Mastercard (Financial)	540.43	1.0%	-1.9%	-6.1%	-2.1%	-5.6%	-3.9%	9.0%	-5.2%	49.9%	66.4%	49.4%	94.4%	-9.5%	Aug '25
Bank of America (Financial)	55.40	-1.8%	1.7%	-0.8%	4.2%	21.7%	21.4%	28.0%	0.7%	68.4%	89.5%	32.8%	101.9%	-3.2%	Jan '26
UnitedHealth (Health)	273.13	-0.9%	-3.9%	-20.6%	-14.5%	10.3%	-47.5%	-33.1%	-17.3%	-41.6%	-11.1%	-41.8%	-42.1%	-55.1%	Nov '24
Johnson & Johnson (Health)	238.32	-0.1%	2.2%	16.6%	27.3%	39.4%	59.2%	47.5%	15.2%	61.0%	64.7%	56.2%	61.5%	-0.7%	Feb '26
Eli Lilly (Health)	1025.28	-1.9%	2.2%	-3.6%	6.2%	64.5%	18.9%	40.2%	-4.6%	204.2%	428.6%	291.7%	224.4%	-7.6%	Nov '25
Union Pacific (Industrials)	261.45	2.8%	8.3%	14.5%	17.5%	19.1%	9.6%	3.9%	13.0%	36.5%	43.7%	15.8%	46.9%	New Peak	Feb '26
Honeywell (Industrials)	243.36	1.5%	5.4%	17.3%	24.9%	20.7%	26.5%	-6.4%	24.7%	37.4%	41.4%	35.9%	60.2%	New Peak	Feb '26
Nvidia (IT)	188.53	-0.8%	4.5%	2.0%	-5.3%	3.2%	41.2%	38.9%	1.1%	787.5%	1180.5%	527.1%	1541.5%	-8.9%	Oct '25
Broadcom (IT)	340.26	-1.1%	6.2%	-1.4%	-4.9%	12.0%	46.1%	50.6%	-1.7%	499.9%	704.7%	453.8%	733.4%	-17.4%	Dec '25
Adobe (IT)	264.73	-0.8%	-2.6%	-20.7%	-19.5%	-22.4%	-41.3%	-21.3%	-24.4%	-28.6%	-46.3%	-53.1%	-7.5%	-58.3%	Feb '24
Oracle (IT)	159.72	2.0%	3.3%	-19.5%	-33.5%	-35.8%	-9.8%	18.1%	-17.8%	90.0%	170.3%	92.4%	160.6%	-51.1%	Sep '25
salesforce.com (IT)	193.26	-0.4%	-1.6%	-25.7%	-19.9%	-19.4%	-40.6%	-20.2%	-27.0%	17.1%	-17.4%	-23.4%	37.5%	-47.1%	Dec '24
Linde PLC (Materials)	460.56	0.9%	-0.6%	3.7%	9.9%	-1.8%	1.3%	3.2%	8.0%	44.3%	95.3%	43.6%	77.0%	-4.4%	Sep '25
Sherwin-Williams (Materials)	364.42	1.1%	1.3%	3.2%	6.6%	3.9%	2.4%	-3.8%	12.5%	62.4%	60.5%	11.5%	86.3%	-8.0%	Nov '24
American Tower (Real Estate)	178.46	2.7%	3.1%	5.9%	0.3%	-12.0%	-2.7%	-0.9%	1.6%	-8.9%	-10.8%	-29.2%	8.2%	-22.7%	Sep '24
Prologis Inc. (Real Estate)	140.42	2.3%	6.5%	8.5%	13.3%	35.1%	21.7%	25.1%	10.0%	20.5%	50.2%	-4.0%	54.8%	New Peak	Feb '26
NextEra Energy (Utilities)	90.86	1.5%	2.3%	13.7%	7.9%	27.3%	34.4%	15.5%	13.2%	32.6%	23.0%	10.5%	37.0%	New Peak	Feb '26
Duke Energy (Utilities)	123.68	1.6%	1.7%	5.9%	1.5%	0.4%	10.9%	12.7%	5.5%	40.5%	60.6%	39.8%	63.7%	-3.3%	Oct '25

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	16.00	p	EOD	0.6%	0.7%	1.9%	5.0%	9.3%	9.4%	1.5%	23.7%	11.2%	9.9%	31.6%	New Peak	Feb '26
Moderate-60% Stock	67.09		0.07%	1.0%	1.6%	4.0%	9.5%	17.1%	16.4%	3.2%	46.4%	40.2%	29.6%	64.6%	New Peak	Feb '26
Mod Agg-80% Stock	52.82	p	EOD	1.2%	1.9%	5.1%	11.7%	20.5%	19.6%	4.1%	57.7%	51.9%	38.3%	81.7%	New Peak	Feb '26
Aggressive-90% Stock	31.80	p	EOD	1.2%	2.5%	6.1%	13.4%	22.6%	20.9%	5.1%	59.4%	54.4%	38.1%	84.5%	New Peak	Feb '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	68721.84	-2.0%	-9.1%	-24.1%	-35.2%	-41.1%	-29.5%	-6.3%	-21.5%	217.4%	53.0%	47.9%	258.7%	-44.9%	Oct '25
Ethereum	2009.32	-4.5%	-9.8%	-34.8%	-43.7%	-49.9%	-24.5%	-11.0%	-32.3%	32.6%	15.2%	-46.6%	55.2%	-58.4%	Aug '25
BNB	617.63	-2.9%	-18.0%	-31.0%	-37.7%	-22.2%	-0.1%	23.1%	-28.5%	101.9%	376.1%	20.6%	127.9%	-52.9%	Oct '25
Solana	82.61	-4.7%	-15.3%	-39.1%	-50.6%	-53.3%	-58.8%	-34.2%	-33.6%	310.4%	810.6%	-51.5%	165.1%	-68.5%	Jan '25
Bitcoin ETF	38.97	-2.9%	-10.0%	-23.8%	-35.3%	-41.1%	-29.6%	-6.4%	-21.5%	-	-	-	-	-45.3%	Oct '25
Grayscale Bitcoin (hi fee)	53.64	-2.8%	-10.0%	-23.9%	-35.4%	-41.4%	-30.4%	-7.6%	-21.5%	456.5%	32.1%	73.3%	429.7%	-45.5%	Oct '25
Bloomberg Commodities	21.09	-0.6%	-0.4%	5.5%	8.7%	19.3%	15.7%	14.9%	8.0%	23.7%	62.7%	37.1%	18.9%	-5.6%	Jan '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	4.79	-1.2%	-2.4%	-0.6%	1.8%	-1.4%	1.6%	1.1%	-1.1%	25.1%	148.9%	137.5%	23.3%	-6.2%	Oct '23
10yr Treasury rate	4.15	-1.2%	-3.0%	-0.6%	0.9%	-3.2%	-7.7%	-9.0%	-0.4%	10.8%	266.0%	154.7%	6.3%	-16.9%	Oct '23
5yr Treasury rate	3.70	-1.1%	-3.6%	-1.5%	-0.3%	-3.4%	-14.6%	-15.0%	-0.6%	-5.7%	711.2%	171.0%	-10.0%	-25.4%	Oct '23
13-week T-bill	3.59	-0.08%	0.0%	2.2%	-5.1%	-13.1%	-15.1%	-15.7%	1.2%	-22.5%	10157.1%	6673.6%	1.6%	-32.9%	Oct '23
Crude Oil	64.09	-0.4%	1.4%	8.4%	6.6%	0.3%	-11.4%	-19.9%	11.6%	-19.6%	9.2%	-15.8%	-26.6%	-31.6%	Sep '23
Gold	5056.90	0.12%	3.1%	12.6%	23.0%	47.0%	73.5%	64.5%	16.9%	171.5%	174.7%	181.0%	202.8%	-4.9%	Jan '26
EUR/USD	1.19	0.6%	0.9%	2.1%	3.1%	-	15.4%	12.9%	1.3%	10.8%	-1.8%	4.6%	22.6%	-1.0%	Jan '26
USD/JPY	154.35	-1.8%	-0.7%	-1.6%	0.3%	-	1.6%	-0.4%	-1.3%	17.4%	47.6%	34.0%	5.2%	-4.5%	Jul '24
S&P 500 Volatility Index	17.65	1.7%	-1.9%	21.8%	0.3%	16.5%	11.6%	-13.8%	18.1%	-14.0%	-19.7%	6.3%	-47.4%	-66.3%	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	50.88		0%	-0.2%	0.1%	0.9%	2.3%	5.5%	6.1%	0.1%	19.3%	18.0%	17.4%	22.6%	-0.4%	Feb '26
Interm Muni- JPMorgan	50.95		0.10%	0.4%	0.7%	1.5%	5.1%	4.7%	4.3%	1.2%	11.5%	6.1%	5.5%	17.2%	New Peak	Feb '26
Interm Bond- Janus MSB	45.97		0.3%	0.7%	0.5%	1.9%	5.2%	8.9%	8.8%	1.1%	15.5%	3.8%	4.7%	21.7%	New Peak	Feb '26
Interm Bond- Vanguard	78.13		0.3%	0.8%	0.6%	1.2%	3.3%	8.3%	8.5%	0.7%	15.8%	0.4%	2.8%	20.7%	New Peak	Feb '26
Multisector Bond- Intrepid	9.02	p	EOD	0.1%	0.2%	1.7%	3.8%	7.6%	8.2%	0.6%	31.1%	37.1%	29.0%	35.6%	-0.3%	Jan '26
Int’l Bond- JPMorgan	49.16		0.2%	0.4%	0.8%	1.8%	3.6%	8.0%	8.2%	1.3%	19.9%	15.3%	15.3%	29.5%	New Peak	Feb '26
Long Bond- Vanguard	76.56		0.5%	1.0%	0.6%	1.0%	4.0%	7.2%	7.2%	1.4%	14.1%	-10.6%	-10.4%	26.5%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.49	p	EOD	0.3%	0.3%	0.7%	4.8%	3.2%	3.3%	0.7%	10.6%	1.8%	0.9%	16.0%	New Peak	Feb '26
Long Muni- iShares	58.03		0.11%	0.4%	0.7%	1.7%	5.9%	4.9%	3.4%	1.2%	10.3%	3.3%	3.2%	15.2%	New Peak	Feb '26

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

Explore Funds

Curated 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

Below
Peak
Jan '26

DJIA (Large Value)

Russell 2000 (Small Cap)

Below
Peak
Jan '26

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

BelowPeak Jan '26

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak Jan '26

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

Below
Peak
Jan '26

Below
Peak
Jan '26