VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

95.4%

[

21.3%

annualized]

Dec 30 2022 - Jun 18 2026

DJIA (Large Value)

Return

55.9%

[

13.7%

annualized]

Dec 30 2022 - Jun 18 2026

Russell 2000 (Small Cap)

Return

68.2%

[

16.2%

annualized]

Dec 30 2022 - Jun 18 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 18 12:40 PM EDT, next update at 12:50 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	7500.80	1.1%	1.4%	1.3%	13.2%	10.7%	25.4%	16.4%	9.6%	70.1%	80.0%	56.4%	109.7%	-1.4%	Jun '26
DJIA (Large Value)	51674.17	0.4%	1.6%	4.0%	11.8%	7.8%	22.5%	13.0%	7.5%	50.7%	55.2%	41.2%	76.9%	-0.6%	Jun '26
Russell 2000 (Small Cap)	2962.35	1.5%	1.4%	6.7%	19.5%	18.1%	40.2%	11.3%	19.4%	58.0%	32.4%	30.4%	75.5%	-0.1%	Jun '26
NASDAQ Comp (Tech/Growth)	26410.82	1.5%	2.3%	1.2%	19.2%	14.8%	35.1%	20.4%	13.6%	92.9%	88.2%	66.8%	153.5%	-2.5%	Jun '26
Aggregate Bond	98.96	0.3%	0.1%	1.0%	0.2%	0.3%	4.5%	7.2%	0.4%	12.4%	0.1%	0.9%	17.8%	-1.4%	Feb '26
Corp Bond	109.20	0.4%	0.1%	1.4%	1.3%	0.4%	5.3%	7.9%	0.6%	15.4%	-1.8%	-0.6%	26.0%	-1.1%	Feb '26
High Yield Bond	79.99	0.3%	0.1%	0.6%	1.8%	1.5%	6.1%	8.6%	1.2%	26.9%	19.9%	17.8%	37.9%	-0.4%	May '26
Preferred	31.12	0.10%	0.3%	-0.1%	2.4%	1.7%	8.2%	4.9%	2.1%	21.7%	6.6%	3.4%	26.9%	-1.9%	May '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	52.07	0.10%	1.7%	3.7%	7.9%	16.4%	22.0%	9.9%	15.3%	35.1%	42.5%	26.8%	62.8%	-2.5%	Feb '26
Consumer Discretionary/Cyclical	117.21	1.5%	0.8%	0.8%	6.2%	-3.8%	12.3%	7.4%	-1.6%	44.4%	41.8%	15.5%	73.8%	-5.7%	Jan '26
Financial Services	53.74	-0.6%	2.1%	3.9%	10.3%	-0.6%	8.6%	14.9%	-1.4%	67.9%	66.4%	46.3%	88.2%	-4.2%	Jan '26
Real Estate	96.21	0.6%	-1.4%	1.3%	5.7%	10.3%	11.3%	3.3%	9.9%	29.4%	14.3%	-1.2%	45.0%	-2.3%	Jun '26
Communication Services	109.90	0.6%	-2.0%	-6.0%	-3.0%	-5.0%	7.5%	23.1%	-6.3%	75.3%	47.1%	47.0%	139.6%	-8.2%	Jan '26
Energy	53.51	-2.1%	-6.3%	-11.7%	-7.8%	23.1%	25.4%	7.9%	20.5%	45.9%	145.4%	116.9%	50.3%	-14.5%	Mar '26
Industrials	181.35	1.0%	3.5%	6.2%	10.1%	18.1%	29.2%	19.3%	17.2%	79.8%	96.4%	84.6%	125.7%	NewNew Peak	Jun '26
Technology	191.19	2.9%	4.4%	9.7%	38.8%	35.5%	59.2%	24.6%	33.0%	125.4%	179.6%	125.1%	236.6%	-3.5%	Jun '26
Consumer Staples/Defensive	83.53	-0.2%	-2.0%	-2.8%	1.6%	6.9%	6.7%	1.5%	8.1%	21.4%	38.4%	21.1%	35.6%	-6.7%	Feb '26
Healthcare	149.27	-1.0%	-3.1%	2.4%	1.9%	-2.2%	14.0%	14.5%	-3.2%	18.7%	30.7%	14.7%	29.7%	-6.4%	Feb '26
Utilities	45.15	1.5%	2.5%	2.7%	-2.7%	6.1%	15.2%	16.0%	6.5%	47.0%	63.8%	44.8%	63.3%	-4.8%	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	157.79	1.3%	1.3%	2.2%	12.9%	12.9%	28.1%	22.4%	11.5%	71.5%	72.7%	59.2%	116.4%	-1.4%	Jun '26
MSCI Emerging Markets	70.69	3.1%	4.7%	8.8%	22.8%	32.9%	53.9%	34.0%	29.2%	84.8%	46.0%	58.5%	123.2%	-0.1%	Jun '26
FTSE Europe	88.35	-1.0%	-1.2%	1.4%	7.9%	7.7%	19.4%	35.8%	6.2%	54.2%	53.7%	47.0%	115.4%	-1.9%	Feb '26
MSCI Japan	96.36	2.0%	4.5%	6.0%	14.5%	20.5%	36.9%	25.9%	19.3%	65.8%	60.7%	59.1%	116.6%	NewNew Peak	Jun '26
MSCI India	49.69	1.3%	4.0%	3.9%	4.1%	-6.7%	-7.6%	2.7%	-8.1%	16.0%	21.4%	7.6%	23.7%	-15.5%	Sep '24
MSCI China	52.72	-0.5%	-3.0%	-6.5%	-7.9%	-12.1%	-1.0%	31.0%	-12.2%	18.7%	-26.7%	-6.9%	42.6%	-20.3%	Oct '25
International Bond	48.38	0.1%	0.4%	1.4%	1.0%	1.0%	2.1%	2.9%	1.0%	13.4%	2.0%	2.4%	18.6%	-1.0%	Feb '26
iShares Latin America	33.83	-0.7%	-1.8%	-2.9%	0.4%	12.9%	36.4%	52.7%	11.1%	42.5%	55.2%	92.5%	72.7%	-11.2%	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	688.65	1.1%	1.5%	1.4%	13.6%	11.4%	26.9%	17.8%	10.2%	76.9%	93.1%	66.6%	120.8%	-1.4%	Jun '26
US Large Growth	123.16	1.3%	1.3%	-0.8%	12.7%	5.5%	22.4%	19.8%	4.2%	91.1%	110.4%	77.4%	156.0%	-4.4%	Jun '26
US Large Value	242.48	0.9%	1.1%	4.2%	13.2%	16.4%	29.9%	15.7%	15.7%	63.3%	72.5%	56.5%	89.9%	-0.5%	Jun '26

US MidCap Blend	80.22	0.9%	1.5%	4.7%	11.1%	12.1%	23.8%	17.0%	11.0%	76.1%	86.2%	63.6%	111.6%	-0.7%	Jun '26
US MidCap Growth	306.18	1.7%	3.8%	7.7%	15.7%	9.4%	13.3%	10.7%	9.9%	54.4%	38.7%	25.6%	85.4%	NewNew Peak	Jun '26
US MidCap Value	196.30	0.2%	-0.3%	2.3%	7.6%	11.4%	24.0%	12.1%	11.3%	52.7%	59.4%	43.8%	73.8%	-1.5%	Jun '26

US Small Blend	296.21	1.1%	0.6%	5.3%	13.2%	14.9%	29.8%	8.9%	15.3%	57.1%	46.1%	38.9%	80.2%	-0.7%	Jun '26
US Small Growth	386.20	1.6%	2.2%	8.0%	22.4%	19.1%	40.0%	12.9%	19.6%	64.0%	33.4%	34.1%	90.4%	NewNew Peak	Jun '26
US Small Value	216.35	1.2%	0.3%	5.0%	16.5%	17.6%	42.8%	12.4%	19.7%	62.2%	46.5%	39.8%	76.1%	-0.9%	Jun '26

Foreign Large Blend	104.49	0.7%	-0.2%	1.8%	8.1%	10.2%	22.1%	31.6%	8.8%	54.0%	53.5%	49.3%	107.5%	-1.1%	Feb '26
Foreign Growth	125.14	1.4%	1.3%	5.1%	11.4%	11.1%	17.2%	20.7%	9.8%	35.5%	27.0%	21.5%	84.0%	NewNew Peak	Jun '26
Foreign Value	76.85	0.08%	-2.2%	-1.7%	4.9%	9.0%	26.5%	42.2%	7.6%	73.4%	81.8%	80.3%	131.2%	-3.9%	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	22.90		0.1%	0.4%	-0.7%	0.9%	-0.3%	1.7%	3.6%	0.1%	21.1%	27.9%	25.4%	31.2%	-0.9%	May '26
Ultra Short- Janus AAA CLO	50.63		0.05%	0.1%	0.0%	1.2%	2.0%	4.7%	5.2%	1.7%	20.8%	26.0%	25.4%	27.6%	-0.2%	May '26
Bank Loan- Invesco	20.48		0.02%	0.2%	-0.2%	0.8%	0.0%	4.1%	6.9%	-0.4%	22.6%	27.9%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.44	p	EOD	0.0%	0.3%	1.6%	2.8%	7.2%	8.9%	2.4%	34.4%	58.0%	50.8%	44.0%	-0.1%	Jun '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	59.37		1.0%	2.8%	2.8%	14.6%	13.3%	27.8%	17.7%	11.5%	84.4%	121.3%	108.0%	129.7%	-0.2%	Jun '26
Int’l Min Volatility- Franklin	40.53		-0.4%	-0.9%	-1.9%	1.5%	11.9%	28.9%	27.1%	10.5%	75.1%	107.3%	97.1%	111.6%	-2.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.43	p	EOD	-1.9%	6.0%	19.3%	16.8%	26.7%	3.0%	17.1%	88.9%	128.2%	118.7%	124.8%	-2.0%	Jun '26
Small Value- Avantis	121.79		0.8%	-1.1%	2.8%	14.4%	17.7%	38.1%	7.4%	19.7%	66.9%	80.8%	62.0%	86.0%	-2.1%	Jun '26
Mid Value- Pacer Cash Cows	61.72		-0.8%	-2.8%	-2.9%	-0.7%	3.2%	15.4%	9.0%	2.9%	38.2%	63.7%	42.2%	53.8%	-5.7%	Jun '26
Growth- S&P Momentum	160.01		2.9%	6.3%	13.1%	38.3%	36.7%	50.6%	26.6%	34.5%	197.4%	198.9%	161.2%	221.0%	NewNew Peak	Jun '26
Invesco S&P Quality	89.55		1.5%	3.6%	8.4%	18.4%	19.8%	30.8%	13.2%	19.8%	85.6%	104.8%	78.2%	134.9%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	67.75		1.1%	2.2%	2.5%	14.6%	12.9%	30.4%	20.0%	11.7%	96.0%	112.5%	88.8%	155.8%	-0.4%	Jun '26
US Min Volatility- Fidelity	68.25		-0.6%	-1.1%	-2.3%	5.0%	3.3%	12.9%	11.8%	2.7%	43.2%	58.9%	39.7%	70.4%	-3.1%	May '26
Derivative Income- JPMorgan	56.23		0.4%	0.8%	0.2%	0.6%	1.4%	8.5%	8.1%	0.9%	29.0%	44.4%	30.7%	49.2%	-4.1%	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	17.31	p	EOD	0.1%	-0.7%	5.5%	9.4%	12.8%	6.5%	9.5%	31.2%	43.2%	41.8%	41.3%	-0.7%	May '26
Multistrategy- AQR	14.73	p	EOD	0.1%	-0.3%	1.7%	6.1%	13.2%	16.4%	5.1%	47.6%	78.7%	72.7%	54.3%	-1.3%	Jun '26
Long Short- AQR	21.07	p	EOD	1.0%	1.0%	2.5%	0.2%	15.5%	34.4%	-0.4%	100.3%	188.4%	157.1%	145.2%	-1.0%	Dec '25
Mkt Neutral- BlackRock	16.51	p	EOD	1.4%	3.3%	10.1%	13.3%	23.6%	18.3%	13.2%	80.2%	87.2%	91.4%	92.1%	NewNew Peak	Jun '26
Multi Strategy- Variant	25.96	p	EOD	-0.1%	0.3%	1.4%	2.8%	6.8%	7.2%	2.4%	21.3%	44.8%	37.0%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.53		0.2%	1.1%	0.3%	7.3%	5.8%	15.8%	9.1%	5.1%	47.6%	64.3%	50.9%	66.9%	-0.5%	Jun '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)	366.40	0.7%	2.4%	-7.7%	19.1%	21.2%	111.9%	66.0%	17.1%	199.1%	207.6%	154.8%	278.7%	-9.0%	May '26
Meta (Communications)	577.89	1.8%	1.8%	-5.5%	-6.1%	-13.0%	-16.7%	13.1%	-12.4%	107.3%	76.7%	72.0%	356.8%	-26.7%	Aug '25
Amazon (Cyclical)	244.01	2.7%	1.0%	-7.9%	16.3%	7.6%	14.8%	5.2%	5.7%	94.4%	40.0%	43.2%	116.1%	-11.3%	May '26
Tesla (Cyclical)	392.81	-0.9%	-1.6%	-4.2%	0.0%	-18.7%	22.0%	11.4%	-12.7%	50.8%	89.1%	-1.8%	80.8%	-19.8%	Dec '25
Procter & Gamble (Defensive)	151.54	0.7%	2.2%	6.4%	4.1%	5.7%	-1.3%	-12.3%	7.3%	9.5%	30.4%	4.3%	34.2%	-12.2%	Dec '24
PepsiCo (Defensive)	142.18	0.4%	-1.1%	-4.6%	-7.4%	-4.0%	13.3%	-1.8%	0.0%	-16.0%	13.4%	-6.0%	-5.9%	-19.8%	May '23
Coca-Cola (Defensive)	78.94	-1.2%	-3.7%	-2.8%	3.9%	13.0%	16.5%	15.6%	13.7%	38.9%	69.1%	51.0%	58.9%	-5.6%	Jun '26
Exxon Mobil (Energy)	136.62	-2.9%	-6.8%	-14.9%	-12.7%	18.8%	24.5%	16.0%	15.1%	43.7%	171.8%	151.2%	57.2%	-19.8%	Mar '26
Chevron (Energy)	172.65	-2.8%	-7.1%	-11.2%	-13.1%	18.0%	20.3%	10.1%	14.4%	23.4%	103.9%	71.8%	26.4%	-18.2%	Mar '26
JPMorgan Chase (Financial)	329.22	-1.3%	5.0%	9.5%	15.0%	6.2%	22.5%	37.3%	3.2%	146.1%	152.5%	128.3%	245.4%	-1.3%	Jun '26
Visa (Financial)	328.95	-0.4%	3.1%	-1.1%	10.2%	-4.5%	-2.6%	11.8%	-5.8%	47.0%	48.2%	53.7%	90.0%	-11.2%	Jun '25
Mastercard (Financial)	490.36	-0.5%	0.8%	-3.1%	0.6%	-13.1%	-8.4%	9.0%	-13.8%	32.5%	37.4%	35.8%	76.7%	-17.8%	Aug '25
Bank of America (Financial)	56.28	-0.4%	2.0%	11.0%	20.2%	4.3%	27.0%	28.0%	2.9%	106.8%	63.2%	35.7%	106.3%	-1.1%	Jan '26
UnitedHealth (Health)	402.36	0.7%	-0.2%	2.9%	41.5%	23.6%	33.7%	-33.1%	22.8%	-7.3%	12.2%	-13.6%	-14.1%	-33.3%	Nov '24
Johnson & Johnson (Health)	228.31	-2.5%	-4.2%	-0.3%	-3.8%	10.2%	54.4%	47.5%	10.9%	50.9%	61.3%	50.4%	55.6%	-8.1%	Mar '26
Eli Lilly (Health)	1100.10	-1.1%	-5.2%	11.3%	20.0%	4.4%	41.1%	40.2%	2.7%	151.0%	427.7%	321.7%	249.2%	-5.2%	Jun '26
Union Pacific (Industrials)	260.36	0.9%	-3.0%	-5.4%	10.1%	11.6%	19.3%	3.9%	13.1%	35.4%	35.0%	15.9%	47.1%	-6.3%	May '26
Honeywell (Industrials)	228.09	-0.2%	4.1%	5.0%	-0.3%	16.4%	11.5%	-6.4%	18.1%	27.2%	26.3%	28.7%	51.7%	-7.5%	Mar '26
Nvidia (IT)	210.75	3.0%	2.9%	-5.2%	16.8%	21.0%	44.9%	38.9%	13.0%	394.0%	1033.3%	601.1%	1735.0%	-10.6%	May '26
Broadcom (IT)	408.42	4.0%	5.9%	-2.9%	29.5%	24.3%	63.9%	50.6%	18.3%	389.6%	874.0%	566.1%	902.5%	-15.2%	Jun '26
Adobe (IT)	193.70	-1.3%	-11.5%	-24.2%	-21.3%	-45.6%	-48.8%	-21.3%	-44.7%	-60.9%	-65.8%	-65.7%	-32.3%	-69.5%	Feb '24
Oracle (IT)	185.15	0.9%	0.6%	-0.8%	21.5%	3.5%	-11.3%	18.1%	-4.4%	52.9%	159.9%	123.8%	203.1%	-43.2%	Sep '25
salesforce.com (IT)	152.41	-1.7%	-8.4%	-15.1%	-21.4%	-40.7%	-40.9%	-20.2%	-42.3%	-27.0%	-36.3%	-39.5%	8.7%	-58.1%	Dec '24
Linde PLC (Materials)	518.11	0.4%	0.5%	1.4%	6.0%	24.1%	14.1%	3.2%	21.9%	43.0%	96.0%	62.1%	99.8%	-1.0%	Jun '26
Sherwin-Williams (Materials)	322.41	2.7%	1.7%	6.5%	3.3%	-0.7%	-2.1%	-3.8%	-0.3%	33.2%	25.4%	-1.2%	65.2%	-18.4%	Nov '24
American Tower (Real Estate)	178.46	-1.5%	-4.8%	0.7%	-0.2%	4.4%	-14.8%	-0.9%	2.7%	1.8%	-22.3%	-28.5%	9.3%	-21.9%	Sep '24
Prologis Inc. (Real Estate)	140.44	-0.4%	-4.6%	-1.3%	7.0%	10.9%	37.0%	25.1%	10.9%	25.1%	34.7%	-3.2%	56.0%	-4.9%	Jun '26
NextEra Energy (Utilities)	87.11	1.6%	2.7%	-2.2%	-4.2%	8.5%	24.3%	15.5%	9.2%	25.0%	34.6%	6.6%	32.2%	-11.0%	Apr '26
Duke Energy (Utilities)	124.56	0.7%	0.3%	1.4%	-3.9%	7.8%	12.5%	12.7%	8.1%	51.7%	51.7%	43.3%	67.7%	-5.9%	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	16.09	p	EOD	0.2%	1.3%	3.0%	3.1%	8.6%	9.4%	2.8%	23.0%	12.5%	11.3%	33.4%	-0.4%	Jun '26
Moderate-60% Stock	69.71		0.8%	1.1%	2.2%	8.3%	8.5%	19.2%	16.4%	7.8%	46.7%	42.1%	35.4%	71.8%	-0.2%	Jun '26
Mod Agg-80% Stock	55.42	p	EOD	0.5%	1.7%	9.7%	10.4%	23.1%	19.6%	9.2%	57.6%	54.0%	45.1%	90.6%	-1.5%	Jun '26
Aggressive-90% Stock	34.10	p	EOD	0.7%	2.3%	12.7%	14.3%	28.9%	20.9%	12.7%	62.8%	59.3%	48.1%	97.8%	-1.3%	Jun '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	62592.08	-2.8%	-1.5%	-18.7%	-12.1%	-26.8%	-40.3%	-6.3%	-28.5%	137.7%	74.9%	34.7%	226.7%	-49.8%	Oct '25
Ethereum	1683.90	-3.7%	0.7%	-20.9%	-23.6%	-40.4%	-33.3%	-11.0%	-43.2%	-1.9%	-24.5%	-55.2%	30.0%	-65.1%	Aug '25
BNB	575.20	-4.3%	-4.9%	-10.6%	-11.8%	-30.6%	-10.8%	23.1%	-33.4%	140.6%	70.8%	12.3%	112.3%	-56.1%	Oct '25
Solana	68.70	-4.5%	2.8%	-19.5%	-23.7%	-42.5%	-53.1%	-34.2%	-44.8%	348.8%	87.5%	-59.7%	120.4%	-73.8%	Jan '25
Bitcoin ETF	35.46	-2.5%	-1.7%	-18.6%	-11.9%	-26.1%	-39.9%	-6.4%	-28.6%	-	-	-	-	-50.3%	Oct '25
Grayscale Bitcoin (hi fee)	48.55	-2.6%	-1.6%	-18.6%	-12.3%	-26.6%	-40.6%	-7.6%	-29.0%	255.5%	80.4%	56.8%	379.4%	-50.7%	Oct '25
Bloomberg Commodities	22.75	-1.0%	-3.2%	-11.3%	-6.1%	18.1%	21.4%	14.9%	16.5%	36.0%	61.8%	47.9%	28.2%	-12.2%	May '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	4.89	-0.7%	-1.2%	-5.0%	0.2%	1.9%	-0.1%	1.1%	1.1%	26.9%	141.3%	142.7%	26.0%	-5.6%	May '26
10yr Treasury rate	4.44	-0.5%	-0.5%	-3.9%	4.3%	7.9%	1.0%	-9.0%	6.7%	17.8%	206.3%	172.8%	13.8%	-11.0%	Oct '23
5yr Treasury rate	4.21	-0.4%	0.5%	-1.6%	9.0%	15.1%	5.5%	-15.0%	13.1%	5.5%	375.3%	208.5%	2.4%	-15.1%	Oct '23
13-week T-bill	3.66	0.3%	1.0%	2.5%	1.3%	3.9%	-13.4%	-15.7%	3.1%	-27.8%	12964.3%	6801.9%	3.5%	-31.6%	Oct '23
Crude Oil	73.84	-3.8%	-15.8%	-32.0%	-23.3%	31.5%	-1.7%	-19.9%	28.6%	2.9%	3.1%	-2.9%	-15.4%	-34.6%	Apr '26
Gold	4245.20	-2.6%	3.8%	-6.8%	-13.2%	-2.2%	25.2%	64.5%	-1.9%	116.8%	140.1%	135.9%	154.2%	-20.2%	Jan '26
USD/EUR	0.87	0.3%	0.9%	1.6%	0.6%	2.4%	0.1%	-11.4%	2.4%	-	-	-0.8%	-15.4%	-10.7%	Jan '25
USD/JPY	161.30	0.4%	0.7%	1.5%	1.5%	3.7%	11.3%	-0.4%	3.1%	-	-	40.1%	9.9%	-0.2%	Jul '24
S&P 500 Volatility Index	16.82	-8.8%	-13.5%	-5.6%	-33.0%	-0.3%	-16.5%	-13.8%	12.5%	24.2%	-18.7%	1.3%	-49.9%	-67.9%	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	50.53		0.11%	0.0%	0.1%	0.5%	1.1%	4.2%	6.1%	1.0%	19.3%	18.5%	18.4%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.49		0.3%	0.2%	1.0%	0.6%	1.4%	5.5%	4.3%	1.2%	11.4%	6.0%	5.5%	17.2%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.13		0.3%	-0.1%	0.9%	0.0%	0.6%	6.3%	8.8%	0.5%	14.3%	3.9%	4.1%	21.0%	-1.7%	Feb '26
Interm Bond- Vanguard	76.60		0.4%	0.0%	0.8%	-0.2%	-0.4%	4.2%	8.5%	-0.3%	13.7%	0.8%	1.9%	19.6%	-2.1%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.2%	0.8%	2.4%	2.7%	7.9%	8.2%	2.3%	31.9%	35.4%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.28		0.2%	0.3%	1.2%	1.6%	1.0%	4.9%	8.2%	0.9%	18.7%	14.9%	14.7%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	75.51		0.5%	0.3%	2.6%	2.3%	1.0%	6.5%	7.2%	1.3%	12.8%	-11.3%	-10.4%	26.5%	-1.7%	Oct '25
Long CA Muni- PIMCO	9.44	p	EOD	0.2%	1.3%	0.8%	1.3%	5.6%	3.3%	0.9%	10.4%	1.6%	1.1%	16.2%	-0.7%	Feb '26
Long Muni- iShares	57.49		0.3%	0.3%	1.2%	0.7%	1.3%	6.5%	3.4%	1.0%	9.7%	3.3%	3.0%	15.0%	-0.8%	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)

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)

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