VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

61.5%

[

20.2%

annualized]

Dec 29 2023 - Aug 06 2026

DJIA (Large Value)

Return

42.9%

[

14.7%

annualized]

Dec 29 2023 - Aug 06 2026

Russell 2000 (Small Cap)

Return

48.1%

[

16.3%

annualized]

Dec 29 2023 - Aug 06 2026

Performance Range:

As of Aug 06 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	7703.53	-0.3%	3.6%	2.2%	4.6%	11.1%	21.4%	16.4%	12.5%	72.0%	73.6%	60.6%	115.4%	-0.4%	Aug '26
DJIA (Large Value)	53868.67	-0.9%	3.2%	1.5%	7.9%	7.5%	21.9%	13.0%	12.1%	53.6%	53.0%	47.2%	84.4%	-0.9%	Aug '26
Russell 2000 (Small Cap)	3002.92	-0.5%	1.9%	-0.2%	4.0%	12.5%	35.2%	11.3%	21.0%	53.4%	33.6%	32.1%	77.9%	-1.1%	Aug '26
NASDAQ Comp (Tech/Growth)	26347.22	-0.06%	4.9%	0.9%	2.0%	14.4%	24.5%	20.4%	13.4%	89.4%	77.6%	66.4%	152.9%	-2.8%	Jun '26
Aggregate Bond	97.39	-0.3%	-0.2%	-1.3%	-1.1%	-1.1%	1.8%	7.2%	-0.5%	12.5%	-1.5%	-0.1%	16.7%	-2.3%	Feb '26
Corp Bond	106.32	-0.4%	-0.1%	-2.2%	-1.9%	-2.0%	0.8%	7.9%	-1.3%	14.3%	-4.2%	-2.6%	23.6%	-3.0%	Feb '26
High Yield Bond	79.45	-0.09%	0.0%	-0.5%	0.1%	0.8%	4.4%	8.6%	1.5%	26.5%	19.6%	18.2%	38.4%	-0.5%	Jul '26
Preferred	30.50	-0.8%	0.2%	-0.8%	-2.6%	-1.2%	2.8%	4.9%	1.0%	18.7%	3.3%	2.2%	25.5%	-3.0%	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	52.03	-1.2%	0.8%	0.1%	-0.4%	1.8%	21.0%	9.9%	15.7%	31.9%	36.5%	27.2%	63.3%	-2.2%	Feb '26
Consumer Discretionary/Cyclical	117.88	-0.6%	4.9%	-0.1%	-1.5%	0.3%	6.3%	7.4%	-0.9%	40.8%	35.7%	16.4%	75.1%	-5.0%	Jan '26
Financial Services	57.74	-0.5%	1.3%	2.8%	11.8%	7.3%	12.9%	14.9%	6.3%	73.4%	66.3%	57.8%	103.0%	-0.5%	Aug '26
Real Estate	97.89	-1.0%	-1.6%	0.7%	1.7%	8.2%	13.6%	3.3%	12.8%	32.8%	10.9%	1.4%	48.9%	-3.0%	Jul '26
Communication Services	110.90	0.03%	4.1%	0.6%	-5.3%	-3.6%	4.2%	23.1%	-5.2%	70.9%	41.0%	48.7%	142.4%	-7.1%	Jan '26
Energy	58.19	1.5%	-1.3%	9.5%	2.8%	10.8%	41.7%	7.9%	32.0%	47.3%	181.8%	137.7%	64.6%	-6.3%	Mar '26
Industrials	184.63	-0.9%	3.5%	-0.5%	4.6%	7.2%	23.9%	19.3%	19.6%	78.1%	92.3%	88.3%	130.3%	-1.0%	Aug '26
Technology	185.49	-0.2%	5.6%	1.0%	9.2%	31.8%	41.8%	24.6%	29.2%	121.1%	148.7%	118.6%	227.0%	-6.3%	Jun '26
Consumer Staples/Defensive	84.87	-0.5%	-0.7%	0.9%	1.4%	-2.3%	6.9%	1.5%	10.6%	23.3%	36.5%	23.9%	38.7%	-4.5%	Feb '26
Healthcare	164.03	-0.08%	0.3%	1.3%	13.3%	4.9%	27.9%	14.5%	6.9%	30.3%	33.8%	26.6%	43.2%	-1.9%	Jul '26
Utilities	43.40	-0.6%	-2.8%	-4.2%	-4.5%	1.4%	4.2%	16.0%	3.0%	48.4%	49.5%	40.1%	58.0%	-7.9%	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	159.95	-0.3%	2.8%	1.3%	3.6%	10.1%	24.2%	22.4%	13.8%	73.9%	69.6%	62.4%	120.7%	-0.4%	Aug '26
MSCI Emerging Markets	64.99	-1.1%	2.2%	-3.8%	-3.2%	8.8%	35.0%	34.0%	19.4%	72.2%	40.8%	46.5%	106.3%	-8.7%	Jun '26
FTSE Europe	91.79	-0.06%	0.9%	2.0%	4.3%	5.6%	23.6%	35.8%	11.8%	63.9%	56.5%	54.8%	126.8%	-0.1%	Aug '26
MSCI Japan	95.11	-0.05%	2.0%	-0.2%	4.3%	7.0%	30.5%	25.9%	18.4%	68.1%	58.1%	57.9%	115.0%	-1.9%	Jun '26
MSCI India	50.10	-0.4%	0.8%	0.5%	0.1%	-6.0%	-4.1%	2.7%	-7.3%	14.6%	17.9%	8.6%	24.7%	-14.7%	Sep '24
MSCI China	55.83	-0.3%	0.6%	7.3%	-4.3%	-8.9%	-2.5%	31.0%	-6.5%	25.7%	-11.2%	-0.7%	52.0%	-15.1%	Oct '25
International Bond	47.89	-0.2%	0.0%	-0.7%	-0.1%	-0.2%	1.1%	2.9%	0.5%	12.7%	-0.1%	1.9%	18.0%	-1.5%	Feb '26
iShares Latin America	34.87	-0.6%	-1.5%	2.2%	-4.5%	-2.0%	42.4%	52.7%	16.0%	50.2%	67.8%	100.8%	80.2%	-7.3%	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	705.95	-0.2%	3.5%	2.2%	4.9%	11.8%	22.8%	17.8%	13.3%	78.9%	86.2%	71.3%	127.0%	-0.4%	Aug '26
US Large Growth	123.48	-0.3%	5.2%	0.4%	0.9%	8.3%	12.6%	19.8%	4.5%	89.0%	95.7%	78.0%	156.8%	-4.0%	Jun '26
US Large Value	255.77	-0.1%	2.0%	3.5%	9.4%	14.7%	33.6%	15.7%	22.4%	68.7%	74.6%	65.6%	100.9%	-0.3%	Aug '26

US MidCap Blend	82.07	-0.6%	1.3%	1.4%	5.3%	9.8%	19.7%	17.0%	13.9%	74.3%	79.6%	67.9%	117.1%	-1.0%	Aug '26
US MidCap Growth	302.08	-1.1%	2.4%	-0.8%	3.1%	10.6%	5.2%	10.7%	8.6%	50.0%	28.5%	24.1%	83.2%	-1.7%	Aug '26
US MidCap Value	206.38	-0.2%	0.6%	3.2%	6.9%	9.1%	26.1%	12.1%	17.5%	56.3%	61.4%	51.8%	83.6%	-0.5%	Jul '26

US Small Blend	301.91	-0.4%	2.1%	0.1%	4.1%	9.6%	27.1%	8.9%	17.8%	54.4%	45.5%	42.0%	84.2%	-1.2%	Aug '26
US Small Growth	384.17	-0.7%	2.9%	-1.5%	2.8%	13.3%	32.3%	12.9%	19.1%	59.1%	31.0%	33.5%	89.6%	-2.5%	Jun '26
US Small Value	223.72	-0.6%	0.9%	0.9%	5.5%	12.4%	41.2%	12.4%	24.2%	58.8%	52.4%	45.1%	82.7%	-1.4%	Aug '26

Foreign Large Blend	107.29	-0.1%	1.0%	1.7%	4.0%	6.2%	24.7%	31.6%	13.5%	63.4%	56.5%	55.7%	116.4%	-0.1%	Aug '26
Foreign Growth	124.25	-0.4%	1.5%	-0.7%	1.6%	4.8%	16.9%	20.7%	9.9%	40.8%	22.8%	21.6%	84.2%	-0.9%	Jun '26
Foreign Value	81.57	0.03%	0.3%	3.9%	6.2%	7.6%	32.4%	42.2%	17.3%	87.9%	96.0%	96.4%	152.0%	NewNew Peak	Aug '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	23.01		0.1%	-0.1%	0.7%	1.2%	2.7%	2.0%	3.6%	1.9%	20.2%	30.3%	27.6%	33.5%	-0.2%	Jul '26
Ultra Short- Janus AAA CLO	50.53		0.03%	0.1%	0.4%	1.1%	2.1%	4.9%	5.2%	2.7%	19.8%	26.9%	26.6%	28.9%	NewNew Peak	Aug '26
Bank Loan- Invesco	20.50		0.10%	0.6%	1.1%	0.8%	2.2%	4.3%	6.9%	1.2%	22.8%	30.6%	28.4%	34.9%	NewNew Peak	Aug '26
Interval CEF- Cliffwater	10.31	p	EOD	0.2%	0.6%	1.5%	3.1%	6.9%	8.9%	3.5%	33.7%	58.0%	52.3%	45.4%	NewNew Peak	Aug '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	60.04		-0.7%	3.0%	1.5%	3.5%	10.2%	21.2%	17.7%	13.0%	82.6%	116.3%	110.8%	132.8%	-0.9%	Aug '26
Int’l Min Volatility- Franklin	42.79		0.5%	-0.5%	4.2%	5.6%	9.1%	34.3%	27.1%	18.5%	87.4%	117.5%	111.3%	126.8%	-0.5%	Jul '26
MidCap 30 - Hennessy (hi fee)	28.73	p	EOD	1.7%	-0.5%	3.5%	9.6%	28.1%	3.0%	18.4%	72.3%	124.0%	121.0%	127.2%	-3.2%	Jun '26
Small Value- Avantis	126.56		-0.5%	1.1%	2.2%	5.5%	10.6%	38.6%	7.4%	24.9%	59.5%	85.3%	69.0%	94.0%	-1.7%	Aug '26
Mid Value- Pacer Cash Cows	67.96		-0.08%	1.8%	6.7%	7.3%	6.7%	25.1%	9.0%	13.5%	41.9%	69.7%	56.9%	69.7%	-0.3%	Aug '26
Growth- S&P Momentum	149.48		-0.5%	4.2%	-2.3%	5.7%	25.3%	29.5%	26.6%	25.8%	171.2%	157.6%	144.4%	200.4%	-7.5%	Jun '26
Invesco S&P Quality	85.78		-1.0%	0.8%	-3.1%	4.0%	8.1%	21.3%	13.2%	15.0%	73.7%	82.3%	71.1%	125.5%	-4.8%	Jun '26
Rotation Factor- BlackRock	69.48		-0.06%	3.8%	2.6%	6.1%	13.4%	25.1%	20.0%	14.8%	95.7%	103.8%	94.0%	162.9%	-0.2%	Aug '26
US Min Volatility- Fidelity	73.14		0.3%	2.4%	4.4%	5.9%	7.7%	17.3%	11.8%	10.5%	52.4%	60.6%	50.3%	83.3%	NewNew Peak	Aug '26
Derivative Income- JPMorgan	57.53		0.03%	0.5%	1.4%	3.3%	0.8%	10.6%	8.1%	4.7%	31.5%	42.5%	35.6%	54.8%	-0.5%	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	17.53	p	EOD	0.5%	1.2%	2.2%	9.7%	11.0%	6.5%	10.9%	31.7%	45.6%	43.6%	43.1%	NewNew Peak	Aug '26
Multistrategy- AQR	14.81	p	EOD	0.2%	1.8%	1.0%	3.3%	12.4%	16.4%	5.7%	45.3%	77.0%	73.6%	55.2%	-0.7%	Jun '26
Long Short- AQR	21.54	p	EOD	1.4%	5.0%	3.7%	2.7%	15.1%	34.4%	1.8%	94.1%	187.0%	162.8%	150.6%	-0.3%	Aug '26
Mkt Neutral- BlackRock	15.34	p	EOD	1.1%	2.3%	5.1%	12.4%	22.4%	18.3%	13.2%	78.0%	86.9%	91.4%	92.1%	-0.2%	Aug '26
Multi Strategy- Variant	25.79	p	EOD	0.2%	0.6%	1.3%	3.2%	6.6%	7.2%	3.3%	20.7%	42.9%	38.2%	29.6%	NewNew Peak	Aug '26
Long Short- First Trust	75.72		0.03%	0.7%	2.2%	2.6%	6.3%	14.3%	9.1%	7.1%	46.2%	62.5%	53.7%	70.0%	-0.1%	Aug '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)	357.29	-1.4%	7.1%	-2.5%	-10.2%	10.8%	82.7%	66.0%	14.3%	181.4%	165.5%	148.6%	269.5%	-11.2%	May '26
Meta (Communications)	588.02	-0.13%	9.1%	-2.0%	-4.0%	-10.9%	-23.6%	13.1%	-10.8%	90.9%	63.2%	75.2%	365.2%	-25.3%	Aug '25
Amazon (Cyclical)	271.60	-0.4%	15.3%	11.2%	-1.2%	29.1%	22.2%	5.2%	17.7%	94.6%	62.4%	59.4%	140.6%	-4.4%	Aug '26
Tesla (Cyclical)	318.52	-0.9%	3.1%	-24.1%	-20.1%	-22.5%	-0.4%	11.4%	-29.2%	25.5%	36.7%	-20.4%	46.6%	-35.0%	Dec '25
Procter & Gamble (Defensive)	146.08	-0.5%	1.5%	-1.4%	-0.5%	-6.8%	-1.6%	-12.3%	4.2%	1.8%	17.5%	1.3%	30.4%	-14.7%	Dec '24
PepsiCo (Defensive)	137.95	-0.6%	-1.6%	-3.7%	-10.6%	-17.5%	1.9%	-1.8%	-2.0%	-17.0%	4.7%	-7.8%	-7.8%	-21.4%	May '23
Coca-Cola (Defensive)	86.62	-0.2%	-2.1%	4.4%	10.0%	11.1%	28.1%	15.6%	25.6%	55.8%	77.3%	66.8%	75.5%	-2.8%	Jul '26
Exxon Mobil (Energy)	154.57	1.9%	-1.5%	13.3%	4.7%	5.1%	49.7%	16.0%	30.2%	59.1%	221.1%	184.2%	77.9%	-9.2%	Mar '26
Chevron (Energy)	189.47	1.6%	-1.5%	12.7%	3.3%	6.8%	29.2%	10.1%	26.7%	34.9%	128.2%	90.3%	40.0%	-9.4%	Mar '26
JPMorgan Chase (Financial)	356.19	-0.8%	1.5%	5.5%	13.6%	11.5%	24.6%	37.3%	12.1%	143.9%	156.3%	148.1%	275.4%	-0.8%	Aug '26
Visa (Financial)	369.46	0.2%	0.9%	3.4%	16.1%	11.9%	9.6%	11.8%	5.8%	58.2%	58.9%	72.7%	113.4%	-0.2%	Jun '25
Mastercard (Financial)	573.55	0.5%	-0.7%	7.8%	16.8%	4.9%	1.4%	9.0%	1.0%	49.2%	57.7%	59.1%	107.0%	-3.6%	Aug '25
Bank of America (Financial)	62.81	-0.7%	1.7%	4.8%	17.8%	12.3%	41.3%	28.0%	15.4%	116.3%	76.8%	52.2%	131.4%	-0.7%	Aug '26
UnitedHealth (Health)	403.58	-2.2%	-4.2%	-3.4%	10.5%	47.9%	68.6%	-33.1%	23.9%	-14.7%	6.1%	-12.9%	-13.3%	-32.7%	Nov '24
Johnson & Johnson (Health)	256.68	-0.4%	0.3%	-1.0%	14.9%	8.1%	54.2%	47.5%	25.4%	65.7%	70.7%	70.1%	75.9%	-3.9%	Jul '26
Eli Lilly (Health)	1188.71	1.6%	2.9%	-0.9%	20.6%	12.7%	60.4%	40.2%	11.0%	170.2%	373.0%	355.6%	277.4%	-3.8%	Jul '26
Union Pacific (Industrials)	295.51	-0.01%	2.1%	4.6%	10.7%	18.2%	34.0%	3.9%	29.1%	38.3%	50.0%	32.2%	67.8%	-3.8%	Jul '26
Honeywell (Industrials)	240.72	-3.0%	-0.5%	4.1%	6.4%	-2.7%	13.5%	-6.4%	18.9%	37.3%	17.6%	29.6%	52.7%	-7.0%	Mar '26
Nvidia (IT)	219.08	-0.06%	12.3%	12.0%	5.5%	18.3%	22.3%	38.9%	17.6%	391.3%	979.4%	629.6%	1809.8%	-7.0%	May '26
Broadcom (IT)	422.36	1.0%	8.9%	13.0%	-0.6%	27.3%	41.0%	50.6%	22.5%	396.7%	855.7%	589.9%	938.3%	-12.2%	Jun '26
Adobe (IT)	258.45	-0.3%	4.3%	18.5%	3.3%	-3.7%	-25.2%	-21.3%	-26.2%	-50.9%	-59.1%	-54.2%	-9.7%	-59.3%	Feb '24
Oracle (IT)	143.44	-0.7%	12.4%	0.1%	-25.8%	1.1%	-43.4%	18.1%	-25.7%	29.8%	71.4%	74.0%	135.7%	-55.8%	Sep '25
salesforce.com (IT)	185.93	-3.7%	2.9%	12.2%	2.9%	-2.3%	-24.7%	-20.2%	-29.5%	-11.9%	-24.5%	-26.0%	32.9%	-48.8%	Dec '24
Linde PLC (Materials)	489.68	-0.3%	-3.7%	-9.4%	-2.1%	10.0%	5.3%	3.2%	15.6%	34.7%	71.3%	53.7%	89.4%	-10.4%	Jul '26
Sherwin-Williams (Materials)	362.57	-1.9%	5.1%	3.8%	12.3%	0.6%	4.3%	-3.8%	12.4%	36.1%	27.7%	11.4%	86.2%	-8.0%	Nov '24
American Tower (Real Estate)	170.50	1.4%	-2.3%	5.2%	-4.5%	1.5%	-15.2%	-0.9%	-1.0%	2.5%	-29.3%	-31.1%	5.5%	-24.7%	Sep '24
Prologis Inc. (Real Estate)	138.90	-1.3%	-5.0%	-0.9%	-2.1%	3.0%	35.6%	25.1%	10.5%	25.0%	23.7%	-3.6%	55.4%	-7.4%	Jul '26
NextEra Energy (Utilities)	84.69	-1.4%	-3.7%	-3.1%	-10.6%	-4.0%	23.5%	15.5%	7.0%	33.8%	19.8%	4.4%	29.5%	-12.8%	Apr '26
Duke Energy (Utilities)	123.80	0.4%	-2.0%	-1.7%	-0.5%	3.3%	2.3%	12.7%	7.4%	55.3%	40.4%	42.4%	66.7%	-6.4%	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	16.02	p	EOD	0.9%	-0.1%	0.6%	1.9%	6.6%	9.4%	3.1%	23.8%	11.1%	11.7%	33.8%	-0.2%	Jun '26
Moderate-60% Stock	69.68		-0.3%	1.7%	0.6%	2.0%	5.7%	15.8%	16.4%	8.5%	47.5%	39.5%	36.3%	73.0%	-0.3%	Aug '26
Mod Agg-80% Stock	56.24	p	EOD	2.6%	1.1%	3.0%	8.1%	20.5%	19.6%	11.7%	60.2%	52.6%	48.3%	94.9%	-0.1%	Aug '26
Aggressive-90% Stock	34.95	p	EOD	2.9%	1.0%	3.5%	10.9%	25.7%	20.9%	15.5%	66.3%	57.2%	51.8%	102.7%	NewNew Peak	Aug '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	64349.40	-0.4%	-0.6%	0.6%	-21.0%	-8.8%	-44.1%	-6.3%	-26.5%	121.3%	50.3%	38.5%	235.9%	-48.4%	Oct '25
Ethereum	1905.98	-0.03%	-0.6%	6.0%	-18.9%	-7.6%	-48.3%	-11.0%	-35.8%	4.3%	-34.1%	-49.3%	47.2%	-60.5%	Aug '25
BNB	589.56	-0.6%	-0.4%	0.7%	-9.0%	-10.3%	-23.4%	23.1%	-31.7%	144.1%	72.3%	15.1%	117.6%	-55.0%	Oct '25
Solana	72.70	-1.7%	-2.4%	-11.2%	-18.4%	-16.9%	-56.8%	-34.2%	-41.6%	218.9%	84.3%	-57.3%	133.3%	-72.2%	Jan '25
Bitcoin ETF	36.45	-0.8%	-0.7%	0.9%	-21.1%	-8.1%	-44.4%	-6.4%	-26.6%	-	-	-	-	-48.9%	Oct '25
Grayscale Bitcoin (hi fee)	49.84	-0.7%	-0.6%	0.9%	-21.3%	-8.8%	-45.0%	-7.6%	-27.1%	187.1%	53.2%	61.0%	392.2%	-49.4%	Oct '25
Bloomberg Commodities	23.72	0.8%	-1.1%	4.4%	-4.4%	12.5%	34.4%	14.9%	21.5%	39.8%	61.5%	54.2%	33.7%	-8.5%	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	5.21	0.8%	0.1%	4.4%	5.5%	7.4%	8.4%	1.1%	7.7%	23.7%	169.5%	158.6%	34.2%	-1.2%	Jul '26
10yr Treasury rate	4.67	1.1%	0.2%	4.3%	7.2%	11.0%	10.7%	-9.0%	12.2%	15.0%	262.0%	186.9%	19.7%	-6.4%	Oct '23
5yr Treasury rate	4.39	1.5%	0.3%	4.2%	9.7%	16.9%	16.6%	-15.0%	17.9%	5.4%	473.7%	221.5%	6.7%	-11.5%	Oct '23
13-week T-bill	3.73	0.2%	1.6%	1.1%	3.7%	4.0%	-9.7%	-15.7%	5.2%	-29.0%	8579.1%	6941.5%	5.6%	-30.2%	Oct '23
Crude Oil	78.02	3.7%	-6.7%	13.8%	-17.9%	22.8%	21.2%	-19.9%	35.9%	-5.8%	14.3%	2.5%	-10.6%	-30.9%	Apr '26
Gold	4296.00	1.2%	4.8%	3.4%	-8.2%	-13.2%	27.1%	64.5%	-0.7%	121.5%	144.1%	138.7%	157.2%	-19.2%	Jan '26
USD/EUR	0.87	0.3%	0.0%	-0.7%	1.9%	2.2%	1.2%	-11.4%	1.9%	-	-	-1.3%	-15.8%	-11.1%	Jan '25
USD/JPY	158.45	0.6%	-1.1%	-2.2%	1.2%	1.1%	7.6%	-0.4%	1.3%	-	-	37.6%	8.0%	-3.3%	Jul '26
S&P 500 Volatility Index	15.27	-3.4%	-10.6%	-1.9%	-12.2%	-25.0%	-8.9%	-13.8%	2.1%	-10.7%	-5.4%	-8.0%	-54.5%	-70.8%	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		-0.07%	0.1%	0.1%	0.7%	1.2%	3.8%	6.1%	1.7%	18.6%	19.1%	19.3%	24.5%	-0.1%	Aug '26
Interm Muni- JPMorgan	49.78		-0.12%	0.0%	-1.6%	-0.6%	-0.6%	4.3%	4.3%	0.4%	10.9%	4.3%	4.7%	16.2%	-1.6%	Jul '26
Interm Bond- Janus MSB	44.33		-0.4%	0.1%	-1.1%	-1.0%	-0.8%	3.7%	8.8%	0.0%	15.2%	2.8%	3.6%	20.4%	-2.1%	Feb '26
Interm Bond- Vanguard	75.52		-0.3%	-0.2%	-1.2%	-1.2%	-1.3%	1.3%	8.5%	-1.0%	13.6%	-0.9%	1.1%	18.8%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.92	p	EOD	0.3%	0.4%	1.4%	2.6%	6.5%	8.2%	3.1%	29.6%	35.1%	32.2%	39.0%	NewNew Peak	Aug '26
Int’l Bond- JPMorgan	47.99		-0.2%	0.3%	-0.7%	0.4%	-0.2%	3.2%	8.2%	0.9%	18.7%	14.3%	14.8%	28.9%	-1.0%	Feb '26
Long Bond- Vanguard	72.19		-0.6%	0.0%	-3.4%	-2.9%	-3.2%	-0.2%	7.2%	-2.2%	11.5%	-15.1%	-13.5%	22.1%	-5.1%	Oct '25
Long CA Muni- PIMCO	9.32	p	EOD	0.7%	-1.2%	-0.4%	-0.5%	4.3%	3.3%	0.3%	10.0%	0.4%	0.5%	15.5%	-1.3%	Feb '26
Long Muni- iShares	56.67		-0.02%	0.2%	-1.6%	-0.5%	-1.0%	4.7%	3.4%	0.1%	9.0%	1.8%	2.1%	13.9%	-1.8%	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 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