VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

-0.4%

BelowPeak May '26

Return

94.6%

[

21.7%

annualized]

Dec 30 2022 - May 22 2026

DJIA (Large Value)

NewNew Peak

Return

52.6%

[

13.2%

annualized]

Dec 30 2022 - May 22 2026

Russell 2000 (Small Cap)

-0.6%

BelowPeak May '26

Return

62.9%

[

15.5%

annualized]

Dec 30 2022 - May 22 2026

Videos

All →

VizWealth thoughts on Gold & Silver

2:31

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

2:51

VizWealth - Market Leadership has shifted to Internationals

2:04

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

Performance Range:

As of May 22 11:50 PM EDT, next update on next market open

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	7473.47	0.4%	0.9%	5.1%	9.3%	13.2%	28.8%	16.4%	9.2%	80.3%	79.8%	55.8%	108.9%	-0.4%	May '26
DJIA (Large Value)	50579.70	0.6%	2.1%	2.6%	3.6%	9.4%	21.6%	13.0%	5.2%	53.0%	47.9%	38.3%	73.2%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2869.23	0.9%	2.7%	3.4%	9.5%	21.1%	40.7%	11.3%	15.6%	60.5%	29.5%	26.3%	70.0%	-0.6%	May '26
NASDAQ Comp (Tech/Growth)	26343.97	0.2%	0.5%	7.8%	16.4%	18.3%	40.6%	20.4%	13.3%	109.7%	95.6%	66.4%	152.9%	-1.1%	May '26
Aggregate Bond	98.44	0.10%	0.4%	-0.7%	-1.7%	0.0%	5.3%	7.2%	-0.1%	12.2%	0.5%	0.3%	17.2%	-2.0%	Feb '26
Corp Bond	108.37	0.2%	0.5%	-0.7%	-1.9%	0.0%	6.7%	7.9%	-0.2%	15.8%	0.0%	-1.4%	25.0%	-1.9%	Feb '26
High Yield Bond	79.91	0.01%	0.6%	-0.1%	0.3%	2.4%	7.3%	8.6%	1.1%	28.7%	20.7%	17.7%	37.8%	-0.4%	Apr '26
Preferred	31.24	0.4%	0.0%	-0.4%	0.2%	5.0%	9.9%	4.9%	2.5%	24.8%	8.6%	3.8%	27.4%	-1.5%	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	50.29	0.5%	0.0%	-2.9%	-4.6%	17.6%	19.6%	9.9%	11.4%	38.5%	28.3%	22.5%	57.3%	-5.8%	Feb '26
Consumer Discretionary/Cyclical	119.18	0.4%	2.3%	1.2%	3.9%	6.1%	14.0%	7.4%	0.0%	63.1%	47.3%	17.5%	76.7%	-4.1%	Jan '26
Financial Services	51.94	0.4%	1.6%	0.3%	2.9%	1.4%	5.4%	14.9%	-4.7%	68.8%	50.7%	41.4%	82.0%	-7.4%	Jan '26
Real Estate	96.77	0.10%	3.0%	1.3%	3.1%	10.2%	15.5%	3.3%	10.5%	36.3%	19.6%	-0.6%	45.9%	-0.3%	May '26
Communication Services	115.46	-0.6%	-0.5%	-1.6%	0.4%	3.8%	16.7%	23.1%	-1.6%	94.9%	58.0%	54.4%	151.8%	-3.5%	Jan '26
Energy	59.49	0.6%	0.1%	4.4%	8.6%	35.1%	49.8%	7.9%	33.9%	63.6%	174.1%	141.2%	67.1%	-4.9%	Mar '26
Industrials	171.77	0.7%	0.2%	-1.3%	-1.5%	15.5%	23.6%	19.3%	11.0%	82.2%	79.8%	74.8%	113.7%	-3.7%	Mar '26
Technology	180.39	1.0%	2.3%	15.8%	30.4%	32.4%	60.0%	24.6%	25.5%	136.9%	175.2%	112.4%	217.6%	NewNew Peak	May '26
Consumer Staples/Defensive	84.80	0.2%	0.2%	1.6%	-4.2%	10.4%	6.8%	1.5%	9.8%	24.0%	36.1%	23.0%	37.6%	-5.3%	Feb '26
Healthcare	149.89	1.2%	3.3%	2.5%	-5.1%	-2.2%	17.0%	14.5%	-2.8%	21.2%	30.6%	15.2%	30.3%	-6.1%	Feb '26
Utilities	45.35	0.8%	3.4%	-1.6%	-2.2%	4.4%	15.1%	16.0%	7.0%	50.8%	59.5%	45.5%	64.1%	-4.3%	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	155.99	0.2%	1.2%	4.5%	6.7%	15.0%	29.7%	22.4%	10.2%	79.0%	71.7%	57.4%	113.9%	-0.4%	May '26
MSCI Emerging Markets	65.88	-0.2%	1.2%	5.7%	6.9%	25.9%	45.9%	34.0%	20.4%	83.4%	39.4%	47.7%	108.0%	-3.0%	May '26
FTSE Europe	88.46	-0.3%	3.1%	2.3%	-0.7%	13.4%	19.9%	35.8%	6.3%	57.7%	52.5%	47.2%	115.6%	-1.8%	Feb '26
MSCI Japan	91.61	0.3%	0.6%	5.2%	0.2%	17.1%	31.2%	25.9%	13.5%	66.0%	52.3%	51.2%	106.0%	-2.5%	Feb '26
MSCI India	48.39	0.7%	0.8%	-2.1%	-8.0%	-10.7%	-11.3%	2.7%	-10.5%	18.7%	20.8%	4.8%	20.5%	-17.7%	Sep '24
MSCI China	55.54	-0.8%	-1.9%	-3.0%	-8.6%	-7.7%	3.6%	31.0%	-7.5%	31.8%	-21.7%	-1.9%	50.2%	-16.1%	Oct '25
International Bond	48.06	0.2%	1.0%	0.2%	-1.4%	0.0%	2.3%	2.9%	0.4%	13.0%	2.0%	1.8%	17.8%	-1.7%	Feb '26
iShares Latin America	34.93	-0.9%	1.4%	-5.1%	-4.1%	20.0%	42.4%	52.7%	14.7%	63.4%	70.0%	98.7%	78.3%	-8.3%	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	685.55	0.4%	0.9%	5.3%	9.6%	13.8%	30.3%	17.8%	9.7%	87.6%	93.0%	65.9%	119.8%	-0.3%	May '26
US Large Growth	125.00	0.3%	0.5%	5.7%	11.7%	9.8%	29.6%	19.8%	5.7%	111.3%	123.6%	80.0%	159.8%	-0.7%	May '26
US Large Value	236.32	0.7%	1.8%	3.9%	6.3%	17.4%	29.1%	15.7%	12.8%	66.0%	63.1%	52.5%	85.1%	NewNew Peak	May '26

US MidCap Blend	78.08	0.9%	2.0%	1.7%	4.4%	12.7%	23.0%	17.0%	8.0%	81.4%	81.8%	59.2%	105.9%	-0.2%	May '26
US MidCap Growth	291.20	0.8%	2.0%	3.0%	7.8%	7.1%	10.9%	10.7%	4.5%	56.4%	37.4%	19.5%	76.4%	-2.0%	Oct '25
US MidCap Value	194.37	0.9%	1.9%	0.5%	1.9%	14.2%	24.4%	12.1%	10.2%	59.2%	52.4%	42.3%	72.1%	-0.2%	Apr '26

US Small Blend	289.09	0.9%	2.6%	2.1%	5.7%	17.8%	29.8%	8.9%	12.5%	61.8%	42.9%	35.5%	75.9%	-0.6%	May '26
US Small Growth	372.34	1.2%	2.8%	4.6%	11.9%	21.0%	40.3%	12.9%	15.3%	66.7%	32.5%	29.3%	83.5%	-0.5%	May '26
US Small Value	211.31	0.7%	2.6%	2.3%	7.4%	22.6%	44.4%	12.4%	16.9%	65.9%	42.2%	36.5%	72.0%	-0.7%	May '26

Foreign Large Blend	103.98	-0.2%	2.2%	2.7%	-0.5%	14.3%	22.3%	31.6%	8.3%	57.8%	51.9%	48.6%	106.5%	-1.6%	Feb '26
Foreign Growth	121.48	0.03%	2.8%	2.7%	-0.2%	11.2%	14.9%	20.7%	6.6%	35.5%	24.5%	17.9%	78.6%	-1.5%	Feb '26
Foreign Value	78.65	-0.4%	1.8%	2.9%	-0.5%	17.4%	29.7%	42.2%	10.1%	82.6%	82.2%	84.5%	136.6%	-1.6%	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	23.07	-0.04%	0.0%	0.3%	2.3%	1.3%	2.8%	3.6%	0.9%	24.5%	29.6%	26.4%	32.2%	-0.2%	May '26
Ultra Short- Janus AAA CLO	50.69	0.06%	0.1%	0.5%	1.1%	2.4%	5.3%	5.2%	1.8%	21.7%	26.4%	25.5%	27.8%	NewNew Peak	May '26
Bank Loan- Invesco	20.47	-0.10%	-0.7%	-0.2%	1.5%	0.9%	4.6%	6.9%	-0.5%	24.6%	28.2%	26.3%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.41	0.10%	0.0%	0.5%	1.5%	3.1%	7.5%	8.9%	2.1%	35.5%	58.6%	50.3%	43.6%	NewNew Peak	May '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	58.14	-0.01%	0.5%	2.8%	7.2%	14.4%	29.6%	17.7%	9.2%	91.7%	111.1%	103.7%	124.9%	-1.0%	May '26
Int’l Min Volatility- Franklin	41.50	-0.3%	1.1%	2.2%	1.4%	16.6%	33.0%	27.1%	13.2%	81.0%	114.1%	101.8%	116.6%	-0.3%	May '26
MidCap 30 - Hennessy (hi fee)	27.44	1.3%	1.8%	1.4%	8.9%	19.8%	25.4%	3.0%	13.1%	94.7%	116.8%	111.1%	117.0%	-2.6%	May '26
Small Value- Avantis	120.03	0.7%	2.4%	1.0%	6.6%	24.7%	40.0%	7.4%	18.0%	73.7%	71.3%	59.7%	83.3%	-0.3%	May '26
Mid Value- Pacer Cash Cows	64.34	1.5%	2.2%	2.4%	1.2%	12.3%	23.4%	9.0%	7.3%	48.8%	65.2%	48.2%	60.4%	-0.6%	Feb '26
Growth- S&P Momentum	144.94	0.2%	1.0%	12.2%	23.2%	27.5%	42.2%	26.6%	21.8%	173.6%	183.6%	136.6%	190.8%	-1.7%	May '26
Invesco S&P Quality	84.64	1.1%	2.5%	5.5%	7.0%	17.0%	24.2%	13.2%	13.2%	85.4%	96.7%	68.4%	122.0%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.65	0.2%	0.6%	5.0%	10.0%	14.3%	32.0%	20.0%	9.9%	107.1%	107.7%	85.8%	151.7%	-0.8%	May '26
US Min Volatility- Fidelity	70.26	0.6%	1.4%	2.5%	4.3%	7.9%	18.4%	11.8%	5.7%	52.1%	64.5%	43.8%	75.4%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.33	0.4%	0.8%	-1.4%	-2.7%	3.7%	10.2%	8.1%	1.1%	31.3%	44.6%	30.9%	49.5%	-3.9%	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	17.32	-0.2%	-0.7%	3.2%	9.0%	10.5%	13.3%	6.5%	9.6%	33.7%	41.8%	41.9%	41.4%	-0.7%	May '26
Multistrategy- AQR	14.72	-0.07%	-0.1%	1.4%	1.4%	7.2%	14.6%	16.4%	5.1%	50.4%	73.6%	72.6%	54.2%	-0.4%	May '26
Long Short- AQR	20.81	-0.4%	0.0%	2.2%	-0.4%	4.6%	15.8%	34.4%	-1.7%	103.2%	157.7%	153.9%	142.1%	-2.3%	Dec '25
Mkt Neutral- BlackRock	15.93	-0.13%	0.1%	3.8%	8.6%	13.9%	19.0%	18.3%	9.3%	77.9%	78.6%	84.7%	85.3%	-0.4%	May '26
Multi Strategy- Variant	26.11	0.04%	0.1%	0.6%	1.7%	3.0%	7.0%	7.2%	2.3%	21.9%	46.7%	36.8%	28.2%	NewNew Peak	May '26
Long Short- First Trust	74.65	0.3%	0.5%	2.7%	5.3%	6.7%	16.0%	9.1%	5.3%	51.8%	65.0%	51.2%	67.1%	NewNew Peak	May '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)	382.97	-1.2%	-3.5%	13.0%	23.0%	28.0%	128.1%	66.0%	22.4%	215.1%	236.6%	166.3%	295.8%	-4.9%	May '26
Meta (Communications)	610.26	0.5%	-0.6%	-7.4%	-4.2%	2.9%	-2.4%	13.1%	-7.5%	149.3%	94.5%	81.7%	382.4%	-22.6%	Aug '25
Amazon (Cyclical)	266.32	-0.8%	0.8%	4.4%	29.7%	20.7%	32.5%	5.2%	15.4%	131.6%	66.3%	56.3%	135.9%	-3.2%	May '26
Tesla (Cyclical)	426.01	2.0%	0.9%	14.0%	6.5%	8.9%	25.5%	11.4%	-5.3%	129.3%	120.0%	6.5%	96.1%	-13.0%	Dec '25
Procter & Gamble (Defensive)	144.44	0.7%	2.0%	-0.1%	-11.9%	-2.9%	-10.4%	-12.3%	2.3%	5.8%	18.9%	-0.5%	28.0%	-16.3%	Dec '24
PepsiCo (Defensive)	150.57	1.2%	1.0%	-3.3%	-9.7%	4.8%	21.1%	-1.8%	5.8%	-10.5%	19.5%	-0.4%	-0.4%	-15.1%	May '23
Coca-Cola (Defensive)	81.48	0.4%	0.8%	6.8%	1.8%	13.3%	16.8%	15.6%	17.4%	45.1%	73.1%	55.9%	64.0%	-0.5%	May '26
Exxon Mobil (Energy)	154.92	-0.2%	-1.9%	3.6%	3.5%	34.1%	55.2%	16.0%	30.5%	61.0%	216.0%	184.8%	78.3%	-9.0%	Mar '26
Chevron (Energy)	191.43	0.2%	1.1%	2.0%	3.5%	28.9%	44.7%	10.1%	26.8%	37.2%	123.7%	90.5%	40.2%	-9.3%	Mar '26
JPMorgan Chase (Financial)	306.38	1.1%	2.9%	-1.7%	3.5%	3.8%	19.8%	37.3%	-4.0%	140.2%	113.7%	112.5%	221.5%	-8.0%	Jan '26
Visa (Financial)	328.88	-0.7%	1.0%	6.7%	7.5%	0.7%	-6.2%	11.8%	-5.8%	49.8%	50.6%	53.7%	89.9%	-11.2%	Jun '25
Mastercard (Financial)	498.54	-0.2%	0.9%	-0.8%	0.7%	-7.4%	-11.0%	9.0%	-12.4%	35.8%	39.6%	38.0%	79.6%	-16.4%	Aug '25
Bank of America (Financial)	51.80	0.6%	4.1%	-1.3%	2.0%	1.6%	22.6%	28.0%	-5.3%	95.9%	37.9%	24.9%	89.8%	-9.0%	Jan '26
UnitedHealth (Health)	388.47	1.6%	-1.4%	9.6%	38.7%	23.2%	35.1%	-33.1%	18.6%	-14.1%	2.8%	-16.6%	-17.0%	-35.6%	Nov '24
Johnson & Johnson (Health)	234.34	1.1%	3.4%	1.6%	-4.2%	16.3%	57.5%	47.5%	13.8%	62.2%	57.8%	54.4%	59.7%	-5.7%	Mar '26
Eli Lilly (Health)	1065.00	2.2%	6.0%	16.3%	0.8%	0.8%	50.3%	40.2%	-0.6%	157.1%	458.6%	308.2%	238.1%	-3.7%	Nov '25
Union Pacific (Industrials)	265.88	0.2%	-1.7%	-2.0%	1.3%	18.8%	22.5%	3.9%	15.5%	45.0%	34.3%	18.4%	50.2%	-3.4%	May '26
Honeywell (Industrials)	227.92	1.8%	6.9%	6.9%	-5.2%	21.2%	11.3%	-6.4%	18.1%	32.3%	20.2%	28.7%	51.6%	-7.6%	Mar '26
Nvidia (IT)	215.33	-1.9%	-4.4%	7.9%	12.4%	20.4%	64.0%	38.9%	15.5%	602.3%	1339.9%	616.3%	1774.9%	-8.7%	May '26
Broadcom (IT)	414.14	-0.10%	-2.6%	-1.4%	25.6%	22.2%	82.5%	50.6%	19.9%	527.8%	914.4%	575.4%	916.5%	-5.8%	May '26
Adobe (IT)	244.76	0.3%	-1.1%	2.4%	-0.8%	-24.5%	-40.0%	-21.3%	-30.1%	-33.9%	-49.9%	-56.6%	-14.5%	-61.4%	Feb '24
Oracle (IT)	192.08	1.2%	-0.5%	9.0%	36.4%	-2.8%	24.4%	18.1%	-0.8%	101.9%	160.0%	132.1%	214.5%	-41.0%	Sep '25
salesforce.com (IT)	180.07	2.1%	3.8%	3.9%	1.3%	-20.4%	-33.6%	-20.2%	-31.9%	-11.6%	-17.9%	-28.5%	28.4%	-50.6%	Dec '24
Linde PLC (Materials)	517.58	0.6%	2.3%	1.9%	4.2%	26.3%	14.3%	3.2%	21.8%	52.0%	85.6%	61.9%	99.6%	NewNew Peak	May '26
Sherwin-Williams (Materials)	309.08	-0.08%	3.0%	-8.5%	-15.0%	-8.1%	-11.7%	-3.8%	-4.4%	39.4%	13.9%	-5.3%	58.3%	-21.8%	Nov '24
American Tower (Real Estate)	183.85	0.04%	7.7%	2.7%	-2.3%	4.4%	-10.0%	-0.9%	5.8%	8.4%	-14.4%	-26.4%	12.6%	-19.6%	Sep '24
Prologis Inc. (Real Estate)	145.90	0.9%	3.8%	2.5%	4.5%	17.8%	45.1%	25.1%	15.2%	29.9%	43.1%	0.6%	62.1%	NewNew Peak	May '26
NextEra Energy (Utilities)	88.55	-1.3%	-5.2%	-8.0%	-5.2%	6.8%	34.6%	15.5%	11.1%	30.3%	35.4%	8.4%	34.4%	-9.5%	Apr '26
Duke Energy (Utilities)	125.67	0.8%	3.9%	-1.0%	-0.8%	4.1%	11.7%	12.7%	9.1%	55.4%	48.2%	44.5%	69.2%	-5.0%	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	15.98	0.2%	0.8%	0.6%	0.1%	3.1%	9.4%	9.4%	2.1%	23.7%	12.7%	10.6%	32.5%	-0.4%	May '26
Moderate-60% Stock	68.79	0.2%	1.0%	2.4%	3.2%	9.2%	20.0%	16.4%	6.3%	49.5%	40.7%	33.6%	69.5%	-0.3%	May '26
Mod Agg-80% Stock	55.10	0.3%	1.2%	3.3%	4.8%	12.6%	25.1%	19.6%	8.6%	63.5%	54.1%	44.2%	89.5%	-0.3%	May '26
Aggressive-90% Stock	33.74	0.09%	1.2%	4.0%	6.5%	16.3%	30.3%	20.9%	11.5%	67.8%	58.8%	46.6%	95.7%	-0.7%	May '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	75559.47	0.2%	-4.4%	-3.5%	16.9%	-11.2%	-29.6%	-6.3%	-13.7%	177.5%	102.5%	62.6%	294.4%	-39.4%	Oct '25
Ethereum	2068.85	0.4%	-6.9%	-11.3%	11.5%	-25.2%	-18.1%	-11.0%	-30.3%	11.6%	-14.9%	-45.0%	59.8%	-57.2%	Aug '25
BNB	652.20	0.5%	-3.0%	2.1%	9.5%	-21.4%	-0.6%	23.1%	-24.4%	108.0%	99.9%	27.3%	140.7%	-50.2%	Oct '25
Solana	84.58	0.5%	-5.2%	-1.8%	8.8%	-34.2%	-51.3%	-34.2%	-32.1%	322.0%	117.9%	-50.3%	171.4%	-67.7%	Jan '25
Bitcoin ETF	42.96	-2.4%	-4.1%	-2.5%	17.5%	-10.4%	-30.5%	-6.4%	-13.5%	-	-	-	-	-39.7%	Oct '25
Grayscale Bitcoin (hi fee)	58.85	-2.4%	-4.2%	-2.7%	17.2%	-11.0%	-31.4%	-7.6%	-13.9%	354.6%	116.4%	90.1%	481.2%	-40.2%	Oct '25
Bloomberg Commodities	24.95	-0.5%	-1.7%	1.5%	15.8%	30.9%	39.3%	14.9%	27.8%	56.6%	77.2%	62.2%	40.7%	-3.7%	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	5.06	-0.9%	-1.2%	3.0%	7.8%	7.4%	0.7%	1.1%	4.6%	28.2%	117.1%	151.2%	30.4%	-2.3%	May '26
10yr Treasury rate	4.56	-0.6%	-0.8%	5.4%	13.1%	12.2%	1.1%	-9.0%	9.5%	23.3%	179.3%	180.0%	16.8%	-8.6%	Oct '23
5yr Treasury rate	4.26	-0.02%	0.0%	7.7%	18.8%	17.6%	4.4%	-15.0%	14.3%	13.6%	414.0%	211.8%	3.5%	-14.2%	Oct '23
13-week T-bill	3.58	0.08%	-0.1%	-0.3%	-0.1%	-4.1%	-15.2%	-15.7%	1.1%	-30.4%	119400.0%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	97.00	0.7%	-8.0%	1.2%	46.3%	67.1%	57.6%	-19.9%	68.9%	33.0%	52.6%	27.5%	11.1%	-14.1%	Apr '26
Gold	4510.50	-0.6%	-1.0%	-4.1%	-13.3%	10.6%	34.1%	64.5%	4.3%	128.7%	140.3%	150.7%	170.0%	-15.2%	Jan '26
USD/EUR	0.86	0.1%	0.2%	0.7%	2.0%	-0.6%	-	-11.4%	1.2%	-7.2%	-	-2.0%	-16.3%	-11.7%	Jan '25
USD/JPY	159.15	0.09%	0.3%	-0.4%	3.1%	1.1%	-	-0.4%	1.8%	14.8%	-	38.2%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	16.70	-0.4%	-9.4%	-13.5%	-20.5%	-28.7%	-25.1%	-13.8%	11.7%	-9.9%	-17.1%	0.6%	-50.3%	-68.1%	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	-0.02%	0.1%	0.2%	0.1%	1.5%	4.8%	6.1%	1.0%	19.4%	18.7%	18.4%	23.6%	-0.1%	May '26
Interm Muni- JPMorgan	50.00	0.10%	0.1%	-0.7%	-1.4%	0.4%	5.0%	4.3%	0.2%	11.6%	5.6%	4.5%	16.0%	-1.6%	Feb '26
Interm Bond- Janus MSB	44.99	0.2%	0.5%	-0.7%	-1.7%	0.8%	7.4%	8.8%	0.2%	14.6%	3.5%	3.7%	20.6%	-2.0%	Feb '26
Interm Bond- Vanguard	76.30	0.09%	0.3%	-0.9%	-2.1%	-0.6%	5.0%	8.5%	-0.7%	13.0%	1.3%	1.5%	19.1%	-2.4%	Feb '26
Multisector Bond- Intrepid	8.99	0.2%	0.6%	0.5%	1.7%	3.2%	8.7%	8.2%	2.1%	32.4%	36.0%	30.9%	37.6%	NewNew Peak	May '26
Int’l Bond- JPMorgan	47.94	0.1%	0.6%	0.0%	-1.6%	0.8%	5.3%	8.2%	0.2%	18.3%	14.5%	13.9%	28.0%	-1.7%	Feb '26
Long Bond- Vanguard	74.48	0.4%	0.9%	-0.7%	-2.3%	-0.3%	8.6%	7.2%	0.0%	14.1%	-8.2%	-11.6%	24.8%	-3.0%	Oct '25
Long CA Muni- PIMCO	9.32	0.11%	-0.1%	-0.9%	-1.7%	-0.3%	4.5%	3.3%	-0.4%	10.7%	0.9%	-0.2%	14.7%	-2.0%	Feb '26
Long Muni- iShares	56.84	0.12%	0.1%	-0.9%	-1.7%	0.2%	5.6%	3.4%	-0.1%	10.1%	2.5%	1.9%	13.7%	-2.0%	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

BelowPeak May '26

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak May '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 May '26

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak May '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