VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

63.0%

[

19.3%

annualized]

Dec 29 2023 - Oct 05 2026

DJIA (Large Value)

Return

36.0%

[

11.8%

annualized]

Dec 29 2023 - Oct 05 2026

Russell 2000 (Small Cap)

Return

40.5%

[

13.1%

annualized]

Dec 29 2023 - Oct 05 2026

Performance Range:

As of Oct 05 05:10 PM EDT, next update at 05:20 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7773.95	0.7%	1.2%	0.7%	3.9%	18.1%	15.8%	16.4%	13.6%	82.6%	78.9%	26.5%	56.0%	-0.3%	Aug '26
DJIA (Large Value)	51267.90	0.2%	-0.4%	-4.0%	-3.1%	10.2%	9.6%	13.0%	6.7%	54.8%	49.4%	14.9%	36.2%	-5.7%	Aug '26
Russell 2000 (Small Cap)	2847.14	0.5%	1.0%	-4.3%	-5.0%	12.5%	15.0%	11.3%	14.7%	64.4%	27.8%	24.7%	61.7%	-7.2%	Aug '26
NASDAQ Comp (Tech/Growth)	27477.31	1.1%	2.4%	3.7%	6.4%	25.6%	20.6%	20.4%	18.2%	107.8%	90.4%	37.0%	80.0%	NewNew Peak	Oct '26
Aggregate Bond	94.13	-0.13%	-0.2%	-2.6%	-3.5%	-3.2%	-2.2%	7.2%	-2.9%	13.4%	-3.2%	3.2%	2.3%	-4.6%	Feb '26
Corp Bond	101.83	0%	-0.2%	-3.0%	-5.1%	-4.4%	-4.4%	7.9%	-4.3%	16.2%	-6.3%	2.2%	3.6%	-5.9%	Feb '26
High Yield Bond	76.98	0.09%	-0.3%	-2.3%	-2.0%	-0.3%	1.0%	8.6%	-0.2%	26.6%	17.3%	6.4%	11.0%	-2.7%	Aug '26
Preferred	29.49	-0.2%	0.3%	-2.3%	-1.8%	-0.3%	-2.1%	4.9%	-0.9%	22.1%	3.4%	2.4%	10.8%	-4.8%	May '26

Sectors	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Basic Materials	49.50	1.3%	0.1%	-5.2%	-4.4%	-1.0%	12.1%	9.9%	10.5%	35.7%	35.4%	13.7%	37.0%	-7.3%	Aug '26
Consumer Discretionary/Cyclical	110.42	0.3%	1.3%	-3.7%	-5.5%	2.5%	-6.4%	7.4%	-7.0%	41.9%	27.8%	-0.9%	26.7%	-10.8%	Jan '26
Financial Services	53.88	0.7%	-0.6%	-6.9%	-2.8%	9.5%	1.9%	14.9%	-0.4%	72.2%	52.2%	5.9%	25.4%	-7.7%	Sep '26
Real Estate	89.15	-0.4%	-1.6%	-6.3%	-8.2%	0.6%	1.2%	3.3%	3.6%	35.3%	5.6%	3.5%	18.2%	-10.9%	Jul '26
Communication Services	111.61	1.2%	0.4%	-0.1%	2.2%	0.5%	-2.9%	23.1%	-4.3%	75.8%	45.5%	8.6%	31.9%	-6.2%	Jan '26
Energy	63.45	1.0%	2.2%	-0.3%	19.9%	8.5%	46.8%	7.9%	44.7%	63.6%	174.5%	45.3%	73.6%	-3.2%	Sep '26
Industrials	170.10	0.09%	0.8%	-2.7%	-7.3%	4.4%	11.4%	19.3%	10.5%	78.4%	83.8%	25.2%	48.8%	-8.6%	Aug '26
Technology	200.93	0.6%	3.3%	7.4%	11.4%	48.1%	41.9%	24.6%	40.1%	148.0%	177.6%	67.5%	125.4%	NewNew Peak	Oct '26
Consumer Staples/Defensive	81.04	0.6%	-1.5%	-3.6%	-4.0%	0.3%	6.7%	1.5%	6.3%	31.1%	33.7%	4.1%	10.6%	-8.2%	Feb '26
Healthcare	167.37	0.7%	-2.3%	-2.0%	2.6%	14.9%	17.5%	14.5%	9.5%	36.7%	43.9%	17.8%	29.2%	-4.4%	Aug '26
Utilities	39.97	0.4%	1.8%	-6.5%	-12.0%	-12.6%	-7.5%	16.0%	-4.4%	54.8%	43.7%	4.6%	14.0%	-14.5%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	161.11	0.6%	0.9%	-0.5%	3.2%	16.3%	17.3%	22.4%	14.6%	85.3%	75.1%	32.9%	59.1%	-0.8%	Aug '26
MSCI Emerging Markets	68.73	1.6%	2.3%	0.0%	4.6%	22.1%	29.2%	34.0%	26.3%	98.0%	54.9%	58.5%	83.6%	-3.5%	Jun '26
FTSE Europe	86.28	-0.12%	-2.4%	-5.7%	-3.2%	5.3%	9.3%	35.8%	5.4%	66.4%	53.8%	30.2%	44.2%	-7.2%	Aug '26
MSCI Japan	99.30	0.4%	2.6%	1.0%	6.6%	17.0%	26.7%	25.9%	23.6%	83.0%	63.7%	50.0%	69.4%	NewNew Peak	Oct '26
MSCI India	46.57	0.11%	-1.1%	-6.7%	-6.0%	-0.2%	-11.2%	2.7%	-13.8%	6.2%	1.1%	-6.4%	-5.3%	-16.6%	Jun '25
MSCI China	52.28	2.0%	-0.5%	-4.8%	2.7%	-5.8%	-20.0%	31.0%	-12.4%	33.8%	-11.1%	0.1%	19.0%	-20.5%	Oct '25
International Bond	46.79	-0.1%	0.1%	-1.2%	-2.3%	-1.0%	-0.9%	2.9%	-1.1%	12.7%	0.1%	1.7%	1.3%	-3.1%	Feb '26
iShares Latin America	37.86	8.2%	10.8%	5.0%	12.4%	7.6%	38.5%	52.7%	25.9%	83.3%	106.1%	67.7%	88.3%	NewNew Peak	Oct '26

Value vs Growth	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
US Large Blend	712.32	0.7%	1.2%	0.9%	4.3%	18.8%	17.1%	17.8%	14.6%	89.8%	91.9%	29.0%	58.7%	-0.1%	Aug '26
US Large Growth	128.35	1.0%	2.5%	4.1%	6.0%	19.6%	10.0%	19.8%	8.8%	101.8%	108.7%	25.6%	62.5%	-0.2%	Jun '26
US Large Value	250.36	0.4%	0.1%	-2.5%	1.8%	17.0%	24.0%	15.7%	20.3%	77.9%	73.2%	31.3%	53.8%	-3.1%	Sep '26

US MidCap Blend	80.26	0.8%	1.6%	-2.5%	-0.3%	11.1%	11.2%	17.0%	11.4%	83.0%	76.6%	24.0%	47.9%	-5.0%	Aug '26
US MidCap Growth	300.05	0.8%	2.3%	0.1%	-0.3%	15.1%	2.0%	10.7%	8.0%	60.2%	31.2%	11.1%	40.0%	-4.3%	Aug '26
US MidCap Value	199.53	0.8%	1.0%	-3.8%	0.2%	8.8%	16.2%	12.1%	14.2%	66.5%	56.8%	24.1%	45.0%	-4.9%	Aug '26

US Small Blend	290.95	0.7%	1.5%	-2.7%	-2.8%	10.6%	14.3%	8.9%	13.9%	65.1%	42.0%	19.9%	53.2%	-5.7%	Aug '26
US Small Growth	363.80	0.8%	1.5%	-3.5%	-5.8%	14.5%	12.3%	12.9%	12.9%	70.2%	27.8%	23.7%	63.5%	-7.9%	Aug '26
US Small Value	213.27	0.4%	0.7%	-4.7%	-3.2%	11.8%	20.8%	12.4%	18.9%	71.2%	43.6%	31.2%	65.9%	-5.8%	Aug '26

Foreign Large Blend	104.03	0.07%	-1.0%	-4.0%	-0.3%	7.8%	13.2%	31.6%	10.0%	68.7%	56.5%	34.0%	50.0%	-4.4%	Aug '26
Foreign Growth	120.98	-0.08%	0.5%	-2.9%	-2.1%	8.1%	6.2%	20.7%	7.0%	49.6%	24.6%	19.8%	39.3%	-4.9%	Aug '26
Foreign Value	78.56	0.09%	-2.5%	-5.3%	0.9%	7.5%	20.1%	42.2%	12.9%	88.1%	92.5%	48.4%	60.8%	-5.4%	Sep '26

Notable Income Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bank Loan- Franklin	22.80		-0.04%	-0.1%	-0.6%	1.4%	3.6%	3.3%	3.6%	2.8%	20.1%	29.4%	5.7%	9.4%	-0.6%	Sep '26
Ultra Short- Janus AAA CLO	50.49		0.02%	0.0%	0.2%	1.1%	2.6%	4.7%	5.2%	3.4%	19.5%	27.7%	8.0%	8.5%	NewNew Peak	Sep '26
Bank Loan- Invesco	20.49		0.05%	0.1%	0.0%	2.4%	3.2%	4.3%	6.9%	2.3%	22.6%	30.6%	8.6%	12.5%	-0.4%	Sep '26
Interval CEF- Cliffwater	10.41	p	EOD	0.2%	0.5%	1.7%	3.5%	6.7%	8.9%	4.5%	32.0%	57.2%	12.1%	11.9%	NewNew Peak	Oct '26

Notable Equity Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Large Active Managed- Fidelity	59.88		1.0%	0.9%	-0.7%	2.4%	16.0%	15.9%	17.7%	13.0%	91.7%	118.2%	27.3%	57.1%	-1.5%	Aug '26
Int’l Min Volatility- Franklin	41.72		0.2%	-1.3%	-2.5%	2.5%	4.7%	24.8%	27.1%	16.5%	85.7%	118.3%	41.8%	55.7%	-2.7%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.75	p	EOD	1.8%	-4.3%	-10.6%	4.5%	6.6%	3.0%	6.1%	68.3%	111.7%	8.4%	38.1%	-13.2%	Jun '26
Small Value- Avantis	120.73		0.6%	1.0%	-4.6%	-1.9%	9.1%	21.5%	7.4%	19.5%	68.5%	69.1%	27.2%	64.3%	-5.9%	Aug '26
Mid Value- Pacer Cash Cows	67.67		0.3%	0.8%	-5.1%	6.7%	9.1%	19.5%	9.0%	13.7%	49.6%	68.6%	19.1%	46.8%	-6.3%	Sep '26
Growth- S&P Momentum	153.16		-0.05%	1.3%	2.5%	1.7%	33.9%	28.6%	26.6%	29.1%	175.0%	165.3%	50.6%	87.5%	-5.1%	Jun '26
Invesco S&P Quality	85.54		0.8%	1.4%	0.4%	-2.5%	13.4%	16.9%	13.2%	14.9%	78.4%	86.8%	22.4%	46.8%	-4.9%	Jun '26
Rotation Factor- BlackRock	70.37		0.6%	1.4%	0.7%	5.0%	20.2%	19.9%	20.0%	16.5%	108.2%	112.6%	33.3%	64.0%	NewNew Peak	Oct '26
US Min Volatility- Fidelity	71.64		0.6%	1.0%	-0.7%	2.7%	10.7%	10.2%	11.8%	8.6%	54.5%	60.8%	16.1%	34.5%	-2.4%	Aug '26
Derivative Income- JPMorgan	56.29		0.3%	0.2%	-1.0%	1.2%	3.9%	6.9%	8.1%	4.4%	35.8%	45.1%	8.1%	24.7%	-2.0%	Aug '26

Alternative Funds	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Macro- BlackRock	18.18	p	EOD	-0.5%	2.0%	5.3%	10.9%	13.8%	6.5%	15.0%	34.8%	48.4%	20.6%	26.0%	-1.1%	Sep '26
Multistrategy- AQR	15.53	p	EOD	0.1%	0.9%	7.4%	6.5%	14.1%	16.4%	10.8%	48.4%	85.1%	22.1%	27.3%	-0.3%	Sep '26
Long Short- AQR	22.57	p	EOD	0.4%	0.8%	11.1%	8.6%	15.3%	34.4%	6.7%	94.6%	199.9%	33.2%	38.6%	-0.4%	Sep '26
Mkt Neutral- BlackRock	16.24	p	EOD	1.8%	4.1%	8.7%	14.6%	26.4%	18.3%	19.9%	83.1%	104.0%	40.4%	34.0%	NewNew Peak	Oct '26
Multi Strategy- Variant	25.69	p	EOD	-0.6%	-0.1%	1.0%	2.2%	5.5%	7.2%	3.7%	19.5%	41.6%	10.1%	9.2%	-0.6%	Sep '26
Long Short- First Trust	77.76		0.5%	1.0%	1.5%	5.5%	10.8%	12.1%	9.1%	10.2%	52.6%	69.4%	16.4%	31.4%	NewNew Peak	Oct '26

Largest US Stocks	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Alphabet (Communications)	346.47	0.9%	1.1%	2.4%	-3.7%	17.3%	41.6%	66.0%	10.9%	159.0%	157.1%	88.1%	140.6%	-13.8%	May '26
Meta (Communications)	741.90	1.9%	3.7%	20.4%	27.4%	29.4%	4.8%	13.1%	12.7%	145.7%	125.0%	6.0%	46.0%	-5.7%	Aug '25
Amazon (Cyclical)	251.40	-0.05%	2.1%	-2.8%	3.6%	19.8%	14.5%	5.2%	8.9%	99.6%	56.1%	10.9%	47.3%	-11.5%	Aug '26
Tesla (Cyclical)	378.73	2.2%	6.0%	7.0%	-3.7%	5.0%	-11.9%	11.4%	-15.8%	45.6%	45.6%	5.0%	70.7%	-22.7%	Dec '25
Procter & Gamble (Defensive)	145.94	0.7%	-2.1%	-0.3%	-2.9%	3.5%	-1.3%	-12.3%	4.1%	9.8%	19.1%	-8.6%	-3.9%	-13.6%	Mar '25
PepsiCo (Defensive)	125.65	-0.2%	-2.2%	-8.7%	-11.9%	-18.3%	-7.9%	-1.8%	-9.8%	-12.5%	-2.2%	-7.7%	-4.9%	-24.1%	Feb '26
Coca-Cola (Defensive)	86.51	1.0%	-0.8%	-1.2%	3.4%	14.2%	33.2%	15.6%	26.1%	80.1%	88.7%	29.6%	31.7%	-5.4%	Aug '26
Exxon Mobil (Energy)	164.00	-0.01%	0.9%	2.8%	20.4%	3.4%	49.0%	16.0%	39.0%	66.1%	217.1%	55.8%	70.6%	-3.1%	Sep '26
Chevron (Energy)	206.47	-0.11%	0.0%	-1.0%	23.1%	5.6%	39.8%	10.1%	39.3%	42.8%	138.3%	39.7%	60.4%	-5.2%	Sep '26
JPMorgan Chase (Financial)	332.38	0%	-1.3%	-7.3%	-0.2%	13.9%	9.3%	37.3%	4.6%	146.6%	122.0%	22.6%	56.9%	-9.0%	Aug '26
Visa (Financial)	369.71	2.5%	0.5%	-1.4%	2.3%	23.4%	6.5%	11.8%	6.1%	62.0%	71.2%	5.3%	21.3%	-3.8%	Aug '26
Mastercard (Financial)	564.59	2.2%	-0.6%	-2.5%	4.8%	14.8%	-2.1%	9.0%	-0.6%	45.6%	69.4%	0.2%	18.7%	-5.9%	Aug '26
Bank of America (Financial)	54.00	0.5%	-2.7%	-13.8%	-7.6%	10.5%	8.9%	28.0%	-0.2%	122.7%	38.0%	22.0%	59.2%	-16.3%	Aug '26
UnitedHealth (Health)	378.58	1.8%	0.2%	-4.1%	-10.4%	38.2%	7.9%	-33.1%	17.0%	-21.9%	5.3%	-22.6%	-28.8%	-34.3%	Apr '25
Johnson & Johnson (Health)	252.93	-1.2%	-7.0%	-8.1%	-3.4%	5.2%	37.1%	47.5%	24.2%	75.3%	82.2%	66.4%	75.2%	-9.2%	Sep '26
Eli Lilly (Health)	1143.12	0.02%	-3.5%	-0.5%	-5.7%	22.6%	37.0%	40.2%	6.9%	115.5%	418.0%	33.2%	59.1%	-10.7%	Aug '26
Union Pacific (Industrials)	277.06	-0.4%	1.1%	-4.3%	-1.4%	14.3%	19.5%	3.9%	21.6%	47.5%	47.7%	16.6%	37.5%	-10.4%	Aug '26
Honeywell (Industrials)	214.14	0.07%	1.2%	2.2%	-6.6%	-10.3%	5.7%	-6.4%	6.1%	28.0%	11.3%	6.4%	22.0%	-17.0%	Mar '26
Nvidia (IT)	238.90	2.1%	4.4%	3.8%	22.8%	35.0%	27.6%	38.9%	28.4%	436.2%	1073.3%	72.0%	148.7%	NewNew Peak	Oct '26
Broadcom (IT)	362.51	2.1%	3.7%	1.5%	0.8%	15.6%	7.9%	50.6%	5.3%	354.5%	715.8%	60.8%	135.0%	-24.5%	Jun '26
Adobe (IT)	238.79	0.5%	3.4%	-10.4%	8.7%	-1.7%	-31.1%	-21.3%	-31.8%	-53.8%	-57.9%	-47.7%	-29.8%	-48.5%	Feb '25
Oracle (IT)	142.48	0.13%	7.5%	-10.3%	1.9%	-2.0%	-49.6%	18.1%	-26.2%	36.2%	66.6%	-20.2%	16.4%	-56.1%	Sep '25
salesforce.com (IT)	229.79	-2.1%	1.1%	-11.2%	38.6%	23.6%	-3.6%	-20.2%	-12.7%	15.9%	-13.8%	-28.2%	-4.6%	-35.3%	Jan '25
Linde PLC (Materials)	482.38	0.6%	2.2%	1.0%	-11.5%	-3.4%	4.8%	3.2%	14.2%	35.5%	73.3%	6.8%	19.0%	-11.5%	Jul '26
Sherwin-Williams (Materials)	318.46	-0.3%	-4.3%	-4.6%	-9.4%	0.6%	-7.2%	-3.8%	-1.0%	28.9%	14.4%	-8.0%	3.0%	-14.3%	Sep '25
American Tower (Real Estate)	162.26	0.04%	-2.4%	-6.7%	-1.2%	-3.7%	-11.2%	-0.9%	-4.7%	14.8%	-27.9%	-8.2%	-15.4%	-26.7%	Jul '25
Prologis Inc. (Real Estate)	128.08	-0.6%	-3.3%	-6.0%	-7.4%	-2.8%	12.8%	25.1%	2.7%	29.4%	17.4%	11.6%	49.9%	-14.0%	Jul '26
NextEra Energy (Utilities)	76.28	-0.7%	1.0%	-8.6%	-13.0%	-16.9%	-2.0%	15.5%	-2.9%	68.6%	9.8%	16.4%	24.3%	-20.9%	Apr '26
Duke Energy (Utilities)	113.84	-0.3%	0.4%	-5.3%	-11.4%	-12.4%	-4.6%	12.7%	-0.3%	49.1%	37.8%	7.3%	3.4%	-13.2%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.55	p	EOD	0.0%	-2.8%	-2.7%	0.2%	1.1%	9.4%	0.1%	24.3%	9.2%	7.9%	10.7%	-3.2%	Aug '26
Moderate-60% Stock	68.81		0.4%	0.4%	-1.4%	-0.2%	8.2%	9.5%	16.4%	7.6%	53.3%	40.5%	21.2%	34.1%	-1.8%	Aug '26
Mod Agg-80% Stock	55.71	p	EOD	0.2%	-1.5%	1.1%	11.3%	12.9%	19.6%	10.6%	67.3%	54.1%	26.8%	45.4%	-2.0%	Aug '26
Aggressive-90% Stock	34.74	p	EOD	0.2%	-1.1%	1.5%	14.8%	17.6%	20.9%	14.8%	75.6%	58.6%	32.1%	55.7%	-1.6%	Aug '26

Commodities/Crypto	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Bitcoin	85744.15	-0.9%	2.7%	7.6%	39.5%	28.2%	-29.9%	-6.3%	-2.0%	212.8%	66.4%	-11.3%	12.4%	-31.3%	Oct '25
Ethereum	2711.62	-0.5%	0.9%	10.4%	59.7%	31.8%	-39.9%	-11.0%	-8.6%	68.3%	-22.9%	-0.2%	84.1%	-43.9%	Aug '25
BNB	786.50	-1.1%	3.0%	9.0%	40.9%	34.9%	-33.9%	23.1%	-8.9%	273.3%	77.7%	20.3%	42.1%	-40.0%	Oct '25
Solana	120.68	-0.7%	1.6%	18.4%	49.6%	52.9%	-48.2%	-34.2%	-3.1%	431.8%	-26.5%	-28.6%	14.4%	-53.9%	Jan '25
Bitcoin ETF	48.56	1.7%	2.9%	7.4%	39.3%	27.9%	-30.4%	-6.4%	-2.2%	-	-	-11.1%	11.4%	-31.9%	Oct '25
Grayscale Bitcoin (hi fee)	66.23	1.7%	2.8%	7.3%	39.0%	27.0%	-31.3%	-7.6%	-3.1%	263.9%	81.3%	-12.9%	9.3%	-32.7%	Oct '25
Bloomberg Commodities	25.89	0.04%	-0.5%	-0.2%	16.1%	4.9%	39.1%	14.9%	32.6%	57.7%	60.7%	39.1%	53.9%	-3.4%	Sep '26

Indicators	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
30 Year Treasury rate	5.66	0.6%	1.9%	8.0%	13.6%	15.8%	20.2%	1.1%	17.0%	15.9%	170.0%	18.9%	20.1%	NewNew Peak	Oct '26
10yr Treasury rate	5.31	0.6%	1.4%	11.0%	18.4%	23.1%	28.9%	-9.0%	27.6%	12.6%	247.4%	17.1%	24.6%	NewNew Peak	Oct '26
5yr Treasury rate	5.07	0.2%	0.0%	11.3%	19.8%	28.3%	36.6%	-15.0%	36.1%	8.2%	418.0%	15.9%	29.4%	-0.5%	Sep '26
13-week T-bill	4.02	0.6%	-1.0%	6.9%	9.5%	11.4%	4.1%	-15.7%	13.3%	-24.5%	11380.0%	-4.7%	-3.8%	-6.2%	May '25
Crude Oil	89.30	-2.0%	-3.6%	-2.4%	30.0%	-19.9%	46.7%	-19.9%	55.5%	8.5%	13.1%	23.6%	49.9%	-20.9%	Apr '26
Gold	4167.60	0.13%	0.0%	-6.9%	1.0%	-10.9%	6.6%	64.4%	-4.0%	127.5%	136.7%	41.9%	39.4%	-21.6%	Jan '26
USD/EUR	0.89	0.3%	1.3%	3.5%	1.8%	2.8%	-	-11.4%	4.6%	-6.1%	3.3%	-6.9%	-2.2%	-8.7%	Jan '25
USD/JPY	157.93	0.13%	0.4%	1.1%	-2.2%	-1.0%	-	-0.4%	1.0%	6.4%	41.7%	4.0%	8.3%	-3.6%	Jul '26
S&P 500 Volatility Index	15.52	1.4%	-3.4%	6.8%	-3.9%	-35.0%	-6.8%	-13.8%	3.8%	-16.1%	-27.1%	1.6%	-70.3%	-70.3%	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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Short Bond- Victory	49.97		0.02%	0.2%	-0.6%	-0.2%	0.9%	2.4%	6.1%	1.3%	18.0%	18.5%	6.7%	5.9%	-0.7%	Aug '26
Interm Muni- JPMorgan	47.64		0.2%	0.7%	-2.4%	-4.9%	-3.2%	-1.9%	4.3%	-3.0%	10.2%	1.8%	0.5%	2.9%	-4.9%	Jul '26
Interm Bond- Janus MSB	42.18		-0.3%	-0.5%	-4.0%	-5.0%	-4.5%	-2.6%	8.8%	-4.0%	15.3%	-1.3%	3.4%	2.4%	-6.0%	Feb '26
Interm Bond- Vanguard	72.59		-0.03%	-0.1%	-2.8%	-3.9%	-3.7%	-2.9%	8.5%	-3.7%	14.2%	-2.7%	3.6%	2.1%	-5.4%	Feb '26
Multisector Bond- Intrepid	8.74	p	EOD	-0.6%	-1.5%	-0.9%	1.3%	2.7%	8.2%	1.6%	27.2%	31.7%	8.2%	11.0%	-1.6%	Aug '26
Int’l Bond- JPMorgan	46.57		0.2%	0.0%	-2.0%	-2.7%	-0.3%	-0.4%	8.2%	-1.3%	18.2%	12.3%	5.0%	5.6%	-3.1%	Feb '26
Long Bond- Vanguard	68.13		-0.12%	-0.7%	-4.4%	-7.6%	-6.5%	-7.4%	7.2%	-6.3%	14.6%	-17.5%	-0.8%	2.7%	-9.1%	Oct '25
Long CA Muni- PIMCO	8.86	p	EOD	0.9%	-3.5%	-5.8%	-3.9%	-2.1%	4.4%	-3.4%	12.6%	1.6%	0.3%	3.0%	-5.8%	Jul '26
Long Muni- iShares	54.14		0.2%	0.7%	-2.5%	-5.3%	-3.5%	-2.2%	3.4%	-3.7%	8.4%	-1.0%	0.1%	3.9%	-5.4%	Feb '26

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

Explore Funds

Selected Funds & Models

Advanced

Help

Legal

R&D Tools

Please sign in

Please sign in

Help

Legal

R&D Tools

We're happy to hear from you

Create a free account

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

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