VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

78.1%

[

20.3%

annualized]

Dec 30 2022 - Feb 12 2026

-2.0%

Below
Peak
Jan '26

DJIA (Large Value)

Return

49.4%

[

13.7%

annualized]

Dec 30 2022 - Feb 12 2026

-1.3%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

48.6%

[

13.5%

annualized]

Dec 30 2022 - Feb 12 2026

-3.7%

Below
Peak
Jan '26

Performance Range:

As of Feb 12 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	6838.45	-1.5%	0.6%	-2.0%	-0.2%	6.1%	13.0%	16.4%	-0.1%	67.2%	73.8%	42.6%	91.2%	-2.0%	Jan '26
DJIA (Large Value)	49515.58	-1.2%	1.2%	-0.2%	2.6%	11.4%	11.6%	13.0%	3.0%	46.2%	57.4%	35.3%	69.5%	-1.3%	Feb '26
Russell 2000 (Small Cap)	2617.50	-1.9%	1.5%	-0.7%	6.8%	14.7%	16.0%	11.3%	5.5%	36.4%	14.3%	15.2%	55.1%	-3.7%	Jan '26
NASDAQ Comp (Tech/Growth)	22595.56	-2.0%	0.2%	-4.8%	-3.5%	4.2%	15.0%	20.4%	-2.8%	92.8%	60.3%	42.7%	116.9%	-5.7%	Oct '25
Aggregate Bond	100.68	0.5%	0.6%	0.9%	1.3%	3.7%	8.2%	7.2%	1.1%	14.1%	0.3%	1.6%	18.7%	New Peak	Feb '26
Corp Bond	111.21	0.5%	0.6%	1.0%	1.2%	3.7%	9.0%	7.9%	1.3%	17.6%	-0.6%	0.0%	26.8%	New Peak	Oct '25
High Yield Bond	80.77	-0.07%	0.3%	0.2%	1.7%	3.4%	7.9%	8.6%	0.7%	29.0%	20.5%	17.2%	37.2%	-0.2%	Feb '26
Preferred	31.48	-0.3%	1.0%	0.1%	2.5%	3.5%	6.4%	4.9%	2.2%	15.9%	11.2%	3.5%	27.0%	-0.9%	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	52.95	-1.2%	4.9%	9.1%	20.7%	19.8%	21.9%	9.9%	16.8%	36.9%	57.3%	28.4%	64.9%	-1.2%	Feb '26
Consumer Discretionary/Cyclical	115.95	-1.5%	-1.3%	-6.9%	-2.3%	2.7%	4.5%	7.4%	-2.9%	60.5%	41.7%	14.1%	71.6%	-6.9%	Jan '26
Financial Services	51.76	-1.9%	-2.9%	-6.4%	-3.2%	-0.7%	2.2%	14.9%	-5.5%	48.8%	79.0%	40.2%	80.4%	-8.2%	Jan '26
Real Estate	93.60	0.3%	3.1%	4.5%	4.4%	7.2%	6.8%	3.3%	5.8%	17.3%	25.7%	-4.9%	39.6%	-0.4%	Nov '24
Communication Services	114.71	-1.7%	-1.3%	-2.4%	1.4%	4.7%	12.2%	23.1%	-2.6%	115.5%	65.0%	52.9%	149.3%	-4.5%	Jan '26
Energy	54.10	-1.6%	3.6%	16.7%	20.9%	30.0%	25.6%	7.9%	21.0%	32.7%	192.3%	117.9%	51.0%	-1.6%	Feb '26
Industrials	172.83	-1.1%	2.6%	5.9%	12.3%	14.6%	27.2%	19.3%	11.4%	77.1%	106.5%	75.4%	114.5%	-1.1%	Feb '26
Technology	139.17	-2.7%	2.6%	-5.2%	-5.2%	4.1%	18.8%	24.6%	-3.3%	102.6%	108.8%	63.6%	144.7%	-8.3%	Oct '25
Consumer Staples/Defensive	89.40	1.1%	2.9%	11.5%	16.6%	9.8%	14.0%	1.5%	15.1%	32.8%	55.1%	28.9%	44.3%	New Peak	Feb '26
Healthcare	156.50	0.2%	1.1%	-0.6%	2.8%	20.3%	9.2%	14.5%	1.1%	24.1%	44.5%	19.8%	35.5%	-2.0%	Jan '26
Utilities	45.39	1.8%	5.3%	6.6%	1.7%	6.7%	17.8%	16.0%	6.3%	47.0%	68.7%	44.6%	63.1%	-1.6%	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	145.72	-1.3%	1.8%	0.2%	3.3%	10.6%	21.2%	22.4%	3.0%	69.3%	65.2%	47.0%	99.8%	-1.3%	Feb '26
MSCI Emerging Markets	60.85	-1.2%	4.0%	5.0%	11.1%	23.7%	42.3%	34.0%	11.2%	63.1%	18.4%	36.4%	92.2%	-1.2%	Feb '26
FTSE Europe	88.77	-0.8%	2.3%	2.9%	8.9%	15.2%	32.1%	35.8%	6.2%	63.0%	66.5%	47.0%	115.4%	-0.8%	Feb '26
MSCI Japan	93.43	-0.6%	8.5%	9.5%	15.0%	22.4%	43.7%	25.9%	15.7%	75.8%	47.5%	54.2%	110.1%	-0.6%	Feb '26
MSCI India	53.08	-0.8%	0.2%	-0.6%	-2.7%	1.2%	6.6%	2.7%	-1.8%	32.8%	32.8%	15.0%	32.1%	-9.7%	Sep '24
MSCI China	60.54	-2.2%	0.7%	-5.8%	-5.1%	4.4%	19.3%	31.0%	0.8%	27.8%	-29.7%	7.0%	63.7%	-8.5%	Oct '25
International Bond	48.78	0.2%	0.5%	0.7%	0.5%	2.1%	3.8%	2.9%	1.2%	14.9%	1.1%	2.6%	18.8%	New Peak	Feb '26
iShares Latin America	36.48	-1.7%	3.6%	14.3%	21.5%	42.4%	62.9%	52.7%	19.8%	78.4%	79.8%	107.5%	86.2%	-1.7%	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	626.85	-1.5%	0.6%	-2.0%	0.1%	6.7%	14.4%	17.8%	0.0%	74.2%	86.5%	51.2%	100.3%	-2.0%	Jan '26
US Large Growth	448.97	-2.0%	0.6%	-5.9%	-6.4%	-0.1%	9.8%	18.3%	-5.1%	94.5%	81.8%	49.6%	119.8%	-8.6%	Oct '25
US Large Value	222.43	-1.1%	0.7%	2.2%	7.5%	13.8%	17.2%	15.7%	5.7%	48.7%	69.5%	43.0%	73.5%	-1.1%	Feb '26

US MidCap Blend	298.84	-1.3%	1.7%	-0.1%	2.7%	5.3%	10.4%	11.6%	3.0%	42.7%	44.1%	25.7%	67.6%	-1.3%	Feb '26
US MidCap Growth	270.17	-1.8%	1.5%	-5.7%	-5.6%	-5.6%	-0.7%	10.7%	-3.2%	40.2%	21.2%	10.6%	63.3%	-9.2%	Oct '25
US MidCap Value	190.46	-0.9%	1.8%	3.9%	8.8%	13.6%	19.0%	12.1%	7.4%	41.8%	66.4%	38.7%	67.7%	-0.9%	Feb '26

US Small Blend	272.96	-1.9%	1.5%	0.3%	7.0%	12.1%	12.9%	8.9%	5.8%	42.3%	34.7%	27.4%	65.3%	-2.1%	Feb '26
US Small Growth	330.78	-2.4%	1.6%	-4.0%	2.7%	10.8%	13.9%	12.9%	2.4%	44.1%	2.3%	14.8%	63.0%	-6.5%	Jan '26
US Small Value	196.96	-1.8%	1.1%	2.8%	11.5%	19.9%	20.9%	12.4%	8.7%	38.4%	42.5%	26.9%	59.8%	-2.0%	Feb '26

Foreign Large Blend	104.15	-0.8%	3.8%	4.8%	9.8%	16.4%	33.5%	31.6%	8.5%	62.4%	59.6%	48.8%	106.8%	-0.8%	Feb '26
Foreign Growth	121.24	-1.2%	4.1%	1.1%	5.6%	11.0%	20.5%	20.7%	6.4%	42.1%	25.8%	17.7%	78.3%	-1.2%	Feb '26
Foreign Value	78.96	-0.4%	3.6%	8.3%	13.8%	21.5%	46.5%	42.2%	10.6%	83.9%	97.7%	85.2%	137.6%	-0.4%	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	23.11		-0.11%	0.2%	-1.1%	-0.9%	-0.8%	2.1%	3.6%	-0.8%	22.0%	27.6%	24.3%	30.0%	-1.6%	Jan '26
Ultra Short- Janus AAA CLO	50.70		0.02%	0.1%	0.5%	1.4%	2.6%	5.0%	5.2%	0.6%	21.4%	25.2%	24.0%	26.3%	New Peak	Feb '26
Bank Loan- Invesco	20.61		-0.3%	0.0%	-1.6%	-0.1%	1.7%	5.1%	6.9%	-1.4%	23.8%	27.0%	25.2%	31.5%	-1.6%	Jan '26
Interval CEF- Cliffwater	10.49	p	EOD	0.1%	0.3%	1.7%	3.7%	8.0%	8.9%	0.5%	36.6%	60.8%	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	54.33		-1.2%	1.2%	-0.6%	2.8%	7.4%	15.9%	17.7%	1.8%	79.5%	121.4%	89.9%	109.7%	-1.5%	Feb '26
Int’l Min Volatility- Franklin	40.41		-0.5%	2.4%	7.6%	12.2%	21.6%	33.8%	27.1%	9.8%	81.3%	128.3%	95.7%	110.1%	-0.5%	Feb '26
MidCap 30 - Hennessy (hi fee)	25.95	p	EOD	3.1%	0.6%	6.5%	11.5%	7.8%	3.0%	6.9%	78.7%	114.4%	99.6%	105.2%	-2.0%	Feb '26
Small Value- Avantis	113.32		-1.7%	1.2%	6.0%	14.6%	19.7%	19.5%	7.4%	11.1%	45.8%	84.8%	50.4%	72.6%	-1.7%	Feb '26
Mid Value- Pacer Cash Cows	63.61		-1.4%	1.2%	2.8%	8.9%	15.4%	13.9%	9.0%	5.7%	36.1%	90.8%	46.1%	58.0%	-1.4%	Feb '26
Growth- S&P Momentum	118.35		-1.9%	2.0%	-1.8%	-1.4%	0.3%	16.5%	26.6%	-0.8%	117.3%	124.5%	92.7%	136.8%	-4.5%	Oct '25
Invesco S&P Quality	78.85		-1.8%	1.2%	1.6%	6.3%	9.6%	13.3%	13.2%	5.1%	76.1%	91.0%	56.3%	106.0%	-1.8%	Feb '26
Rotation Factor- BlackRock	60.61		-2.0%	0.6%	-1.7%	-0.4%	6.6%	15.6%	20.0%	-0.3%	94.4%	98.1%	68.5%	128.3%	-2.2%	Feb '26
US Min Volatility- Fidelity	67.63		-1.1%	-0.4%	-0.5%	1.8%	6.5%	10.1%	11.8%	1.3%	49.5%	67.4%	37.8%	68.1%	-1.5%	Feb '26
Derivative Income- JPMorgan	59.10		-0.3%	1.5%	2.0%	5.2%	9.0%	8.8%	8.1%	3.9%	37.0%	61.1%	34.5%	53.5%	-0.3%	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	0.6%	1.8%	2.8%	0.9%	5.7%	6.5%	1.5%	26.9%	32.8%	31.4%	30.9%	-0.2%	Aug '25
Multistrategy- AQR	14.41	p	EOD	1.1%	2.0%	2.9%	9.5%	14.5%	16.4%	2.9%	44.3%	78.7%	69.0%	51.0%	New Peak	Feb '26
Long Short- AQR	20.95	p	EOD	0.3%	0.0%	3.8%	12.3%	24.5%	34.4%	-1.0%	104.7%	218.6%	155.6%	143.8%	-1.6%	Dec '25
Mkt Neutral- BlackRock	14.57	p	EOD	-0.3%	-1.8%	4.1%	7.8%	14.8%	18.3%	-0.1%	60.7%	67.5%	68.9%	69.5%	-2.0%	Feb '26
Multi Strategy- Variant	26.37	p	EOD	0.1%	0.1%	1.3%	3.2%	6.4%	7.2%	0.2%	21.9%	47.6%	34.0%	25.6%	New Peak	Feb '26
Long Short- First Trust	70.93		-0.6%	0.4%	-0.8%	-1.1%	6.1%	6.4%	9.1%	-0.1%	48.1%	59.5%	43.5%	58.7%	-1.6%	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)	308.10	-0.9%	-7.0%	-7.2%	7.5%	51.8%	68.5%	66.0%	-1.6%	228.3%	196.3%	114.1%	218.2%	-10.4%	Feb '26
Meta (Communications)	649.18	-2.9%	-3.1%	1.1%	6.7%	-17.7%	-10.2%	13.1%	-1.7%	275.4%	141.7%	93.1%	412.7%	-17.7%	Aug '25
Amazon (Cyclical)	198.67	-2.7%	-10.8%	-19.4%	-18.6%	-10.3%	-13.2%	5.2%	-13.9%	103.5%	21.2%	16.6%	76.0%	-21.8%	Nov '25
Tesla (Cyclical)	415.63	-3.0%	4.6%	-7.4%	-3.5%	21.9%	23.5%	11.4%	-7.6%	111.1%	52.8%	3.9%	91.3%	-15.2%	Dec '25
Procter & Gamble (Defensive)	161.80	1.1%	2.0%	13.6%	10.1%	5.8%	-2.0%	-12.3%	13.7%	26.3%	43.8%	10.6%	42.3%	-6.9%	Dec '24
PepsiCo (Defensive)	167.54	-1.0%	0.0%	18.5%	17.2%	16.3%	21.0%	-1.8%	16.7%	5.0%	46.0%	9.8%	9.9%	-6.3%	May '23
Coca-Cola (Defensive)	79.14	0.7%	0.8%	12.2%	11.4%	13.6%	18.6%	15.6%	13.2%	45.3%	81.5%	50.4%	58.2%	New Peak	Feb '26
Exxon Mobil (Energy)	150.76	-3.1%	3.2%	21.6%	28.7%	44.6%	44.3%	16.0%	25.3%	40.3%	259.0%	173.5%	71.2%	-3.1%	Feb '26
Chevron (Energy)	182.97	-1.5%	2.1%	12.7%	20.7%	21.1%	23.6%	10.1%	20.1%	20.7%	144.5%	80.3%	32.7%	-1.5%	Feb '26
JPMorgan Chase (Financial)	302.45	-2.7%	-2.5%	-6.8%	-5.2%	4.2%	12.1%	37.3%	-5.7%	130.2%	143.1%	108.7%	215.7%	-9.6%	Jan '26
Visa (Financial)	325.16	-1.2%	-1.2%	-5.3%	-4.0%	-3.2%	-7.0%	11.8%	-7.3%	46.1%	60.3%	51.3%	87.0%	-12.6%	Jun '25
Mastercard (Financial)	528.45	-1.7%	-4.2%	-6.7%	-5.7%	-7.7%	-5.9%	9.0%	-7.3%	46.6%	59.5%	46.1%	90.1%	-11.5%	Aug '25
Bank of America (Financial)	52.49	-2.5%	-4.5%	-4.9%	-2.5%	11.7%	16.2%	28.0%	-4.6%	59.6%	77.5%	25.8%	91.3%	-8.3%	Jan '26
UnitedHealth (Health)	283.15	1.5%	5.4%	-16.8%	-15.9%	9.7%	-45.0%	-33.1%	-14.2%	-39.5%	-6.4%	-39.7%	-40.0%	-53.4%	Nov '24
Johnson & Johnson (Health)	245.52	1.9%	3.3%	17.1%	27.1%	44.1%	63.0%	47.5%	18.6%	65.9%	69.9%	60.9%	66.4%	New Peak	Feb '26
Eli Lilly (Health)	1045.45	3.0%	2.4%	-3.3%	2.9%	64.1%	20.7%	40.2%	-2.7%	210.2%	429.2%	299.4%	230.8%	-5.8%	Nov '25
Union Pacific (Industrials)	261.34	-0.6%	3.9%	13.9%	17.6%	20.9%	7.7%	3.9%	13.0%	36.4%	37.1%	15.7%	46.8%	-0.6%	Feb '26
Honeywell (Industrials)	240.24	-1.0%	2.7%	15.2%	19.9%	18.8%	27.0%	-6.4%	23.1%	35.6%	38.7%	34.2%	58.1%	-1.3%	Feb '26
Nvidia (IT)	187.17	-1.5%	8.9%	1.2%	-3.4%	2.2%	42.8%	38.9%	0.4%	781.1%	1154.5%	522.6%	1529.6%	-9.6%	Oct '25
Broadcom (IT)	330.85	-3.5%	6.6%	-6.1%	-6.7%	6.1%	41.2%	50.6%	-4.4%	483.3%	656.2%	438.5%	710.4%	-19.7%	Dec '25
Adobe (IT)	261.67	1.8%	-2.9%	-20.1%	-22.4%	-22.7%	-43.5%	-21.3%	-25.2%	-29.5%	-47.5%	-53.6%	-8.6%	-58.8%	Feb '24
Oracle (IT)	156.64	-0.3%	14.8%	-23.5%	-30.8%	-38.0%	-8.1%	18.1%	-19.4%	86.4%	165.9%	88.6%	155.6%	-52.1%	Sep '25
salesforce.com (IT)	184.70	-0.2%	-2.8%	-28.8%	-24.8%	-20.0%	-43.0%	-20.2%	-30.3%	11.9%	-22.2%	-26.8%	31.4%	-49.4%	Dec '24
Linde PLC (Materials)	473.56	1.3%	3.0%	6.7%	10.8%	0.8%	4.7%	3.2%	11.1%	48.3%	100.8%	47.7%	82.0%	-1.7%	Sep '25
Sherwin-Williams (Materials)	372.90	1.6%	3.3%	4.3%	8.4%	4.6%	5.8%	-3.8%	15.1%	66.2%	62.2%	14.1%	90.6%	-5.9%	Nov '24
American Tower (Real Estate)	188.88	4.7%	10.1%	10.1%	4.0%	-6.0%	3.2%	-0.9%	7.6%	-3.6%	-3.7%	-25.1%	14.6%	-18.2%	Sep '24
Prologis Inc. (Real Estate)	137.06	-2.0%	0.7%	6.2%	10.6%	33.0%	18.5%	25.1%	7.4%	17.6%	46.4%	-6.3%	51.1%	-2.4%	Feb '26
NextEra Energy (Utilities)	92.26	1.0%	3.4%	13.7%	8.1%	30.3%	37.3%	15.5%	14.9%	34.7%	26.1%	12.2%	39.1%	New Peak	Feb '26
Duke Energy (Utilities)	126.41	1.0%	2.4%	8.3%	2.9%	3.3%	12.6%	12.7%	7.8%	43.6%	69.4%	42.9%	67.3%	-1.2%	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	16.02	p	EOD	0.8%	0.8%	1.7%	4.9%	10.1%	9.4%	1.6%	23.9%	11.4%	10.0%	31.8%	-0.1%	Feb '26
Moderate-60% Stock	66.72		-0.6%	1.3%	0.8%	3.0%	8.3%	16.8%	16.4%	2.6%	45.6%	38.9%	28.9%	63.7%	-0.6%	Feb '26
Mod Agg-80% Stock	52.91	p	EOD	2.7%	1.7%	4.8%	11.0%	21.0%	19.6%	4.3%	58.0%	51.3%	38.5%	82.0%	New Peak	Feb '26
Aggressive-90% Stock	31.82	p	EOD	3.0%	2.2%	5.7%	12.5%	22.8%	20.9%	5.1%	59.5%	53.6%	38.2%	84.6%	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	65415.30	-2.4%	4.3%	-28.3%	-35.7%	-45.6%	-33.2%	-6.3%	-25.2%	202.1%	37.7%	40.8%	241.5%	-47.6%	Oct '25
Ethereum	1916.66	-1.2%	5.2%	-38.0%	-43.8%	-58.3%	-30.0%	-11.0%	-35.4%	26.5%	4.0%	-49.0%	48.0%	-60.3%	Aug '25
BNB	606.66	-0.09%	0.0%	-33.0%	-36.3%	-27.2%	-13.1%	23.1%	-29.7%	98.3%	343.0%	18.5%	123.9%	-53.7%	Oct '25
Solana	77.10	-2.7%	-1.4%	-44.6%	-49.7%	-59.8%	-60.8%	-34.2%	-38.1%	283.0%	733.8%	-54.7%	147.4%	-70.6%	Jan '25
Bitcoin ETF	36.98	-3.4%	2.4%	-28.7%	-35.8%	-45.6%	-33.0%	-6.4%	-25.5%	-	-	-	-	-48.1%	Oct '25
Grayscale Bitcoin (hi fee)	50.92	-3.3%	2.5%	-28.7%	-35.9%	-45.9%	-33.7%	-7.6%	-25.5%	428.3%	15.2%	64.5%	402.8%	-48.3%	Oct '25
Bloomberg Commodities	20.91	-1.9%	-0.1%	3.1%	7.1%	18.8%	15.1%	14.9%	7.0%	22.6%	60.0%	35.9%	17.9%	-6.4%	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	4.73	-1.7%	-2.7%	-2.3%	1.5%	-3.2%	-2.2%	1.1%	-2.3%	23.6%	136.2%	134.7%	21.8%	-7.3%	Oct '23
10yr Treasury rate	4.10	-1.6%	-2.5%	-2.0%	1.0%	-4.4%	-11.5%	-9.0%	-1.4%	9.6%	242.0%	152.1%	5.2%	-17.7%	Oct '23
5yr Treasury rate	3.67	-2.0%	-2.2%	-2.6%	0.0%	-4.0%	-18.2%	-15.0%	-1.5%	-6.5%	656.3%	168.7%	-10.8%	-26.1%	Oct '23
13-week T-bill	3.60	-0.06%	0.6%	1.8%	-4.8%	-12.9%	-14.9%	-15.7%	1.4%	-22.4%	10180.0%	6688.7%	1.8%	-32.7%	Oct '23
Crude Oil	62.84	-2.8%	-0.7%	5.6%	7.4%	-0.5%	-12.0%	-19.9%	9.4%	-21.2%	5.7%	-17.4%	-28.0%	-32.9%	Sep '23
Gold	4939.60	-2.6%	1.6%	7.3%	17.5%	47.5%	69.8%	64.5%	14.2%	165.2%	171.2%	174.5%	195.7%	-7.1%	Jan '26
EUR/USD	1.19	-0.1%	0.6%	2.1%	2.5%	1.7%	14.5%	12.9%	1.1%	10.5%	-2.1%	4.4%	22.3%	-1.2%	Jan '26
USD/JPY	152.73	-1.1%	-2.7%	-3.4%	-0.9%	3.4%	0.0%	-0.4%	-2.4%	16.1%	45.8%	32.6%	4.1%	-5.5%	Jul '24
S&P 500 Volatility Index	20.26	14.8%	-6.9%	34.0%	15.7%	37.5%	27.5%	-13.8%	35.5%	-1.3%	1.5%	22.0%	-39.6%	-61.3%	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	50.93		0.06%	-0.3%	0.2%	1.0%	2.3%	5.8%	6.1%	0.2%	19.4%	18.1%	17.5%	22.7%	-0.3%	Feb '26
Interm Muni- JPMorgan	51.01		0.2%	0.3%	0.8%	1.5%	5.0%	5.4%	4.3%	1.3%	11.7%	6.2%	5.7%	17.3%	New Peak	Feb '26
Interm Bond- Janus MSB	46.10		0.5%	0.7%	0.8%	2.1%	5.4%	10.1%	8.8%	1.4%	15.8%	4.3%	5.0%	22.0%	New Peak	Feb '26
Interm Bond- Vanguard	78.32		0.4%	0.5%	0.9%	1.2%	3.5%	9.3%	8.5%	0.9%	16.1%	1.0%	3.1%	21.0%	New Peak	Feb '26
Multisector Bond- Intrepid	8.99	p	EOD	-0.2%	-0.2%	1.2%	3.2%	7.3%	8.2%	0.3%	30.7%	36.3%	28.6%	35.2%	-0.6%	Jan '26
Int’l Bond- JPMorgan	49.24		0.1%	0.5%	0.9%	1.9%	3.7%	8.4%	8.2%	1.5%	20.1%	15.4%	15.5%	29.7%	New Peak	Feb '26
Long Bond- Vanguard	76.98		0.7%	1.0%	1.3%	1.1%	4.3%	9.0%	7.2%	2.0%	14.8%	-9.1%	-9.9%	27.2%	-1.1%	Oct '25
Long CA Muni- PIMCO	9.50	p	EOD	0.1%	0.4%	0.8%	4.9%	4.1%	3.3%	0.8%	10.7%	1.9%	1.1%	16.1%	New Peak	Feb '26
Long Muni- iShares	58.12		0.2%	0.3%	0.8%	1.8%	5.9%	5.7%	3.4%	1.4%	10.4%	3.4%	3.4%	15.4%	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)

Below
Peak
Feb '26

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)

BelowPeak Feb '26

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
Feb '26

Below
Peak
Jan '26