VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

93.5%

[

20.8%

annualized]

Dec 30 2022 - Jun 29 2026

DJIA (Large Value)

Return

57.6%

[

13.9%

annualized]

Dec 30 2022 - Jun 29 2026

Russell 2000 (Small Cap)

Return

70.5%

[

16.5%

annualized]

Dec 30 2022 - Jun 29 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 29 02:30 PM EDT, next update at 02:40 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	7430.66	1.0%	-0.6%	-2.0%	16.7%	7.6%	20.4%	16.4%	8.5%	69.0%	73.1%	54.9%	107.7%	-2.4%	Jun '26
DJIA (Large Value)	52226.53	0.7%	1.0%	2.3%	15.6%	7.8%	19.2%	13.0%	8.7%	53.1%	52.3%	42.8%	78.8%	NewNew Peak	Jun '26
Russell 2000 (Small Cap)	3002.18	-0.3%	-0.1%	2.8%	22.6%	19.1%	38.2%	11.3%	21.0%	59.6%	30.0%	32.1%	77.9%	-0.3%	Jun '26
NASDAQ Comp (Tech/Growth)	25745.22	1.8%	-1.6%	-4.6%	22.9%	9.7%	27.0%	20.4%	10.8%	89.4%	77.2%	62.6%	147.1%	-5.0%	Jun '26
Aggregate Bond	99.32	-0.02%	0.7%	0.3%	1.5%	0.5%	4.2%	7.2%	0.8%	13.3%	0.5%	1.2%	18.2%	-1.1%	Feb '26
Corp Bond	109.63	0.12%	0.8%	0.2%	2.7%	0.5%	4.8%	7.9%	1.0%	16.2%	-1.3%	-0.2%	26.5%	-0.7%	Feb '26
High Yield Bond	79.97	0.2%	0.0%	-0.4%	2.6%	1.2%	5.0%	8.6%	1.2%	27.2%	19.1%	17.8%	37.9%	-0.4%	May '26
Preferred	30.58	0.7%	-0.8%	-3.1%	2.3%	0.2%	5.1%	4.9%	0.4%	19.3%	4.1%	1.6%	24.7%	-3.6%	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	50.49	-2.1%	-2.2%	-1.3%	3.2%	10.9%	16.6%	9.9%	11.8%	29.8%	35.3%	23.0%	57.9%	-5.4%	Feb '26
Consumer Discretionary/Cyclical	117.14	2.4%	1.9%	-3.1%	10.8%	-2.9%	7.8%	7.4%	-1.7%	42.9%	36.5%	15.5%	73.7%	-5.7%	Jan '26
Financial Services	53.80	0.4%	0.2%	4.3%	12.5%	-2.2%	4.8%	14.9%	-1.3%	68.2%	60.0%	46.5%	88.5%	-4.1%	Jan '26
Real Estate	97.46	-1.2%	0.9%	1.8%	12.0%	10.6%	13.4%	3.3%	11.3%	30.9%	14.4%	0.1%	46.9%	-1.2%	Jun '26
Communication Services	108.00	1.7%	1.1%	-6.7%	0.9%	-8.1%	1.3%	23.1%	-8.0%	72.9%	39.8%	44.4%	135.5%	-9.8%	Jan '26
Energy	53.95	0.2%	-0.2%	-4.2%	-13.8%	21.7%	29.5%	7.9%	21.5%	46.2%	141.3%	118.7%	51.5%	-13.8%	Mar '26
Industrials	182.71	0.8%	0.5%	5.5%	14.8%	16.8%	25.8%	19.3%	18.1%	78.8%	93.4%	85.9%	127.4%	-0.8%	Jun '26
Technology	184.95	2.1%	-3.7%	-3.2%	42.4%	26.9%	48.1%	24.6%	28.6%	120.2%	159.5%	117.7%	225.6%	-6.7%	Jun '26
Consumer Staples/Defensive	84.15	-0.7%	2.4%	1.5%	2.9%	8.1%	6.6%	1.5%	8.9%	23.3%	37.3%	22.0%	36.6%	-6.0%	Feb '26
Healthcare	160.57	0.1%	7.0%	7.4%	12.1%	3.5%	21.4%	14.5%	4.2%	27.9%	37.5%	23.4%	39.6%	NewNew Peak	Jun '26
Utilities	45.94	-0.6%	2.7%	3.4%	0.8%	7.9%	15.4%	16.0%	8.4%	54.3%	67.4%	47.4%	66.2%	-3.1%	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	155.63	0.9%	-1.2%	-1.8%	15.7%	9.3%	22.6%	22.4%	10.0%	71.3%	66.1%	57.0%	113.4%	-2.7%	Jun '26
MSCI Emerging Markets	67.26	0.10%	-5.5%	-2.0%	21.8%	23.1%	41.9%	34.0%	22.9%	83.2%	35.7%	50.8%	112.4%	-5.5%	Jun '26
FTSE Europe	88.00	1.0%	-0.3%	-1.1%	10.8%	5.7%	15.7%	35.8%	5.7%	57.2%	51.1%	46.4%	114.5%	-2.3%	Feb '26
MSCI Japan	93.13	0.4%	-4.0%	0.2%	14.4%	14.8%	28.4%	25.9%	15.3%	64.4%	53.1%	53.7%	109.4%	-4.0%	Jun '26
MSCI India	49.19	-0.8%	-1.5%	1.3%	7.3%	-8.0%	-11.9%	2.7%	-9.0%	14.3%	18.9%	6.6%	22.4%	-16.3%	Sep '24
MSCI China	50.72	0.5%	-4.0%	-7.9%	-7.5%	-16.0%	-6.9%	31.0%	-15.6%	22.8%	-32.0%	-10.4%	37.2%	-23.3%	Oct '25
International Bond	48.51	0.00%	0.5%	0.4%	2.3%	1.2%	2.3%	2.9%	1.3%	13.3%	2.4%	2.7%	18.9%	-0.7%	Feb '26
iShares Latin America	33.84	0.09%	-0.4%	-3.1%	-0.1%	11.2%	34.5%	52.7%	11.1%	44.1%	50.9%	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	680.35	1.5%	-0.8%	-2.2%	16.7%	7.9%	21.4%	17.8%	8.8%	75.3%	85.2%	64.6%	118.1%	-2.6%	Jun '26
US Large Growth	121.72	2.3%	0.0%	-4.8%	17.9%	2.0%	16.5%	19.8%	3.0%	89.6%	100.6%	75.3%	153.0%	-5.5%	Jun '26
US Large Value	242.67	-0.04%	-0.4%	2.0%	15.5%	14.9%	27.2%	15.7%	15.8%	63.5%	68.5%	56.6%	90.0%	-0.7%	Jun '26

US MidCap Blend	80.42	0.5%	0.0%	1.8%	13.7%	10.0%	21.0%	17.0%	11.3%	73.6%	79.1%	64.0%	112.1%	-0.5%	Jun '26
US MidCap Growth	303.46	1.6%	-1.0%	1.6%	20.3%	7.3%	8.2%	10.7%	8.9%	51.9%	32.1%	24.5%	83.8%	-1.0%	Jun '26
US MidCap Value	198.54	-0.3%	0.8%	2.1%	9.1%	11.6%	23.2%	12.1%	12.5%	53.9%	57.2%	45.4%	75.8%	-0.6%	Jun '26

US Small Blend	300.37	0.3%	1.0%	2.3%	17.2%	15.3%	28.3%	8.9%	16.9%	58.1%	43.2%	40.8%	82.7%	NewNew Peak	Jun '26
US Small Growth	388.81	0.13%	-1.3%	2.1%	26.5%	18.4%	36.9%	12.9%	20.4%	64.5%	28.6%	35.0%	91.6%	-1.3%	Jun '26
US Small Value	220.54	-0.4%	1.2%	3.1%	18.3%	20.4%	41.7%	12.4%	22.0%	65.1%	46.1%	42.5%	79.5%	-0.4%	Jun '26

Foreign Large Blend	103.36	0.8%	-1.2%	-1.4%	10.2%	7.3%	17.8%	31.6%	7.6%	56.1%	50.0%	47.7%	105.3%	-2.2%	Feb '26
Foreign Growth	123.19	1.2%	-1.8%	-0.1%	14.5%	7.7%	12.0%	20.7%	8.1%	37.4%	23.0%	19.6%	81.1%	-1.8%	Jun '26
Foreign Value	76.58	0.7%	-0.3%	-2.6%	6.6%	7.2%	23.4%	42.2%	7.2%	76.1%	79.4%	79.6%	130.4%	-4.2%	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	22.86		0.2%	-0.2%	-0.6%	1.2%	-0.3%	1.0%	3.6%	0.0%	18.8%	27.7%	25.2%	31.0%	-1.0%	May '26
Ultra Short- Janus AAA CLO	50.67		0.01%	0.0%	0.3%	1.2%	1.8%	4.5%	5.2%	1.7%	20.5%	26.1%	25.5%	27.7%	-0.1%	May '26
Bank Loan- Invesco	20.31		0.02%	-0.3%	-0.8%	0.4%	-1.2%	2.6%	6.9%	-1.3%	20.7%	26.7%	25.3%	31.6%	-1.7%	May '26
Interval CEF- Cliffwater	10.47	p	EOD	0.1%	0.5%	1.8%	2.7%	7.2%	8.9%	2.7%	34.4%	58.2%	51.2%	44.4%	NewNew Peak	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	58.48		1.5%	-0.9%	-0.7%	17.3%	9.0%	21.2%	17.7%	9.8%	81.4%	113.0%	104.9%	126.2%	-1.6%	Jun '26
Int’l Min Volatility- Franklin	40.69		0.1%	0.1%	-0.6%	2.8%	11.0%	29.2%	27.1%	10.9%	77.0%	107.9%	97.8%	112.4%	-2.2%	May '26
MidCap 30 - Hennessy (hi fee)	28.82	p	EOD	0.0%	0.6%	21.5%	17.2%	24.7%	3.0%	18.7%	84.7%	123.3%	121.7%	127.9%	-0.7%	Jun '26
Small Value- Avantis	124.42		-0.4%	1.7%	3.6%	13.9%	20.9%	37.9%	7.4%	22.3%	68.0%	78.7%	65.5%	90.0%	-0.4%	Jun '26
Mid Value- Pacer Cash Cows	62.90		-0.2%	2.3%	-3.2%	1.9%	4.1%	16.4%	9.0%	4.9%	39.8%	61.8%	44.9%	56.8%	-3.9%	Jun '26
Growth- S&P Momentum	157.90		2.4%	-2.3%	4.9%	43.1%	31.3%	42.1%	26.6%	32.7%	191.3%	181.2%	157.8%	216.8%	-2.3%	Jun '26
Invesco S&P Quality	88.82		2.3%	-0.8%	4.1%	19.8%	17.3%	26.7%	13.2%	18.8%	84.3%	95.9%	76.7%	132.9%	-0.8%	Jun '26
Rotation Factor- BlackRock	67.36		1.8%	-0.5%	-0.2%	18.5%	10.1%	25.1%	20.0%	11.1%	95.5%	103.9%	87.8%	154.4%	-1.0%	Jun '26
US Min Volatility- Fidelity	68.18		0.4%	0.7%	-3.2%	7.4%	1.8%	10.6%	11.8%	2.6%	43.2%	55.0%	39.5%	70.2%	-3.2%	May '26
Derivative Income- JPMorgan	56.40		0.4%	0.6%	0.7%	3.1%	0.7%	7.1%	8.1%	1.2%	28.9%	41.9%	31.1%	49.7%	-3.8%	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	17.19	p	EOD	-1.0%	-0.9%	4.4%	8.5%	11.4%	6.5%	8.7%	30.5%	42.1%	40.8%	40.3%	-1.4%	May '26
Multistrategy- AQR	14.59	p	EOD	-1.3%	-1.1%	1.5%	4.1%	12.2%	16.4%	4.1%	45.1%	74.7%	71.1%	52.9%	-2.2%	Jun '26
Long Short- AQR	20.43	p	EOD	-2.9%	-2.9%	0.3%	-3.7%	10.7%	34.4%	-3.4%	93.1%	175.6%	149.3%	137.7%	-4.0%	Dec '25
Mkt Neutral- BlackRock	16.02	p	EOD	-2.8%	-0.9%	5.6%	10.0%	20.0%	18.3%	9.9%	73.7%	81.4%	85.7%	86.4%	-3.0%	Jun '26
Multi Strategy- Variant	25.98	p	EOD	0.1%	0.2%	1.3%	2.6%	6.6%	7.2%	2.5%	21.1%	44.6%	37.1%	28.6%	NewNew Peak	Jun '26
Long Short- First Trust	73.63		0.8%	-1.6%	-1.0%	6.1%	2.8%	12.2%	9.1%	3.8%	45.5%	60.1%	49.1%	64.8%	-1.7%	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)	352.73	4.5%	0.9%	-7.3%	28.6%	12.6%	98.0%	66.0%	12.8%	198.6%	190.9%	145.3%	264.5%	-12.4%	May '26
Meta (Communications)	565.20	2.7%	0.2%	-10.6%	7.5%	-14.1%	-22.8%	13.1%	-14.3%	102.3%	61.9%	68.3%	346.8%	-28.3%	Aug '25
Amazon (Cyclical)	240.30	3.3%	3.2%	-11.2%	20.5%	3.5%	7.6%	5.2%	4.1%	87.9%	39.4%	41.0%	112.8%	-12.6%	May '26
Tesla (Cyclical)	408.99	7.7%	1.0%	-6.1%	13.0%	-11.0%	26.4%	11.4%	-9.1%	58.8%	80.2%	2.3%	88.3%	-16.5%	Dec '25
Procter & Gamble (Defensive)	147.50	-1.0%	-0.1%	2.7%	4.1%	3.5%	-5.1%	-12.3%	4.4%	6.7%	24.6%	1.6%	30.7%	-14.5%	Dec '24
PepsiCo (Defensive)	137.92	-2.5%	-2.0%	-4.3%	-9.9%	-3.5%	8.3%	-1.8%	-3.0%	-17.6%	8.8%	-8.8%	-8.7%	-22.2%	May '23
Coca-Cola (Defensive)	82.39	-0.3%	3.6%	4.3%	8.8%	18.2%	19.7%	15.6%	18.7%	49.0%	76.2%	57.6%	65.8%	-1.4%	Jun '26
Exxon Mobil (Energy)	136.90	0.3%	-1.1%	-5.8%	-19.4%	15.1%	29.1%	16.0%	15.3%	41.8%	162.7%	151.7%	57.5%	-19.6%	Mar '26
Chevron (Energy)	169.93	-0.7%	-2.9%	-6.9%	-19.5%	13.6%	22.0%	10.1%	12.6%	22.3%	99.2%	69.1%	24.4%	-19.5%	Mar '26
JPMorgan Chase (Financial)	331.63	0.8%	0.0%	10.8%	17.9%	3.4%	17.8%	37.3%	3.9%	147.6%	144.1%	130.0%	248.0%	-1.0%	Jun '26
Visa (Financial)	341.85	1.7%	4.7%	4.7%	15.9%	-3.2%	-1.2%	11.8%	-2.1%	49.3%	50.4%	59.8%	97.4%	-7.7%	Jun '25
Mastercard (Financial)	511.63	2.5%	5.7%	3.6%	5.8%	-11.2%	-6.5%	9.0%	-10.1%	34.3%	43.1%	41.6%	84.3%	-14.2%	Aug '25
Bank of America (Financial)	58.16	0.5%	1.4%	12.7%	23.8%	5.7%	25.5%	28.0%	6.4%	117.6%	59.9%	40.2%	113.2%	NewNew Peak	Jun '26
UnitedHealth (Health)	418.30	-2.2%	2.9%	10.0%	61.5%	28.2%	38.2%	-33.1%	27.7%	-7.2%	14.1%	-10.2%	-10.7%	-30.7%	Nov '24
Johnson & Johnson (Health)	257.19	1.0%	11.2%	14.1%	7.0%	24.6%	72.0%	47.5%	24.9%	70.1%	79.4%	69.5%	75.2%	NewNew Peak	Jun '26
Eli Lilly (Health)	1225.95	1.5%	11.2%	10.9%	39.8%	14.0%	59.2%	40.2%	14.5%	169.6%	460.3%	369.9%	289.2%	NewNew Peak	Jun '26
Union Pacific (Industrials)	271.29	1.1%	4.4%	3.3%	13.6%	16.3%	19.3%	3.9%	17.9%	41.1%	38.2%	20.8%	53.2%	-2.4%	May '26
Honeywell (Industrials)	234.41	-49.5%	2.8%	-1.5%	5.6%	20.2%	11.1%	-6.4%	21.4%	28.5%	27.8%	32.3%	55.9%	-49.5%	Jun '26
Nvidia (IT)	193.82	0.7%	-7.1%	-8.2%	15.7%	3.0%	22.9%	38.9%	3.9%	375.2%	870.0%	544.7%	1587.6%	-17.8%	May '26
Broadcom (IT)	374.49	2.6%	-4.5%	-16.2%	24.5%	7.4%	39.8%	50.6%	8.4%	349.4%	760.7%	510.8%	819.2%	-22.2%	Jun '26
Adobe (IT)	206.04	1.6%	5.7%	-20.5%	-12.3%	-41.7%	-46.6%	-21.3%	-41.1%	-57.4%	-65.1%	-63.5%	-28.0%	-67.5%	Feb '24
Oracle (IT)	147.99	-0.4%	-15.5%	-34.5%	6.3%	-23.8%	-28.9%	18.1%	-23.6%	30.2%	102.7%	78.9%	142.3%	-54.6%	Sep '25
salesforce.com (IT)	158.22	-0.09%	5.4%	-17.2%	-11.5%	-40.4%	-41.8%	-20.2%	-40.1%	-23.7%	-34.7%	-37.2%	12.8%	-56.6%	Dec '24
Linde PLC (Materials)	511.13	-1.6%	-1.1%	2.7%	4.1%	20.2%	11.3%	3.2%	20.3%	39.6%	87.8%	59.9%	97.1%	-2.4%	Jun '26
Sherwin-Williams (Materials)	343.31	-0.2%	8.3%	13.0%	8.9%	5.8%	0.0%	-3.8%	6.2%	34.6%	31.3%	5.2%	75.9%	-13.2%	Nov '24
American Tower (Real Estate)	168.04	-4.3%	-4.8%	-10.1%	0.1%	-3.5%	-20.6%	-0.9%	-3.3%	-4.1%	-28.7%	-32.7%	2.9%	-26.5%	Sep '24
Prologis Inc. (Real Estate)	137.75	-1.6%	-4.2%	-4.0%	6.9%	8.1%	33.7%	25.1%	8.8%	23.9%	30.1%	-5.0%	53.0%	-6.7%	Jun '26
NextEra Energy (Utilities)	88.14	-0.5%	2.4%	1.3%	-3.6%	10.6%	27.0%	15.5%	10.5%	31.3%	34.7%	7.9%	33.8%	-10.0%	Apr '26
Duke Energy (Utilities)	128.10	-0.2%	3.7%	4.4%	-0.6%	10.9%	13.4%	12.7%	11.2%	61.8%	58.4%	47.3%	72.4%	-3.2%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Jan '22 Peak	Oct '22 Bottom	Below Peak	Peak Date
Consrv-20% Stock	16.01	p	EOD	0.1%	0.1%	4.7%	2.8%	7.8%	9.4%	3.1%	23.8%	12.2%	11.6%	33.7%	-0.1%	Jun '26
Moderate-60% Stock	69.23		0.5%	-0.5%	-0.6%	10.2%	6.4%	15.9%	16.4%	7.0%	46.7%	39.0%	34.4%	70.6%	-0.9%	Jun '26
Mod Agg-80% Stock	54.65	p	EOD	-1.5%	-1.5%	12.3%	8.0%	19.3%	19.6%	8.5%	58.1%	50.0%	44.1%	89.4%	-2.1%	Jun '26
Aggressive-90% Stock	33.93	p	EOD	-1.8%	-0.9%	16.0%	11.6%	24.2%	20.9%	12.1%	64.2%	55.0%	47.4%	96.8%	-1.9%	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	60188.59	1.1%	-5.9%	-18.0%	-9.3%	-30.9%	-43.8%	-6.3%	-31.2%	97.7%	67.8%	29.6%	214.2%	-51.8%	Oct '25
Ethereum	1617.13	3.0%	-6.3%	-19.6%	-18.8%	-44.9%	-33.3%	-11.0%	-45.5%	-12.7%	-25.2%	-57.0%	24.9%	-66.5%	Aug '25
BNB	559.84	1.7%	-5.1%	-12.8%	-8.7%	-34.2%	-13.4%	23.1%	-35.1%	140.0%	86.5%	9.3%	106.6%	-57.3%	Oct '25
Solana	75.12	5.3%	4.5%	-8.3%	-9.5%	-39.0%	-47.2%	-34.2%	-39.7%	318.0%	121.8%	-55.9%	141.0%	-71.3%	Jan '25
Bitcoin ETF	34.09	0.7%	-6.6%	-18.1%	-8.9%	-31.0%	-43.9%	-6.4%	-31.3%	-	-	-	-	-52.2%	Oct '25
Grayscale Bitcoin (hi fee)	46.65	0.8%	-6.6%	-18.2%	-9.2%	-31.4%	-44.6%	-7.6%	-31.8%	164.2%	65.9%	50.7%	360.7%	-52.6%	Oct '25
Bloomberg Commodities	22.18	-0.5%	-2.7%	-9.2%	-7.9%	12.6%	23.5%	14.9%	13.6%	39.0%	53.5%	44.2%	25.1%	-14.4%	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	4.86	-0.12%	-1.8%	-2.7%	-2.5%	1.1%	0.3%	1.1%	0.4%	24.2%	131.8%	141.0%	25.1%	-6.2%	May '26
10yr Treasury rate	4.38	0.09%	-2.9%	-1.7%	-1.4%	6.3%	2.2%	-9.0%	5.1%	13.5%	195.7%	168.8%	12.1%	-12.3%	Oct '23
5yr Treasury rate	4.14	0.3%	-3.3%	-0.1%	1.8%	12.7%	8.3%	-15.0%	11.3%	0.0%	365.1%	203.6%	0.8%	-16.5%	Oct '23
13-week T-bill	3.68	0.5%	0.0%	2.6%	2.0%	4.0%	-12.3%	-15.7%	3.7%	-28.9%	9100.0%	6843.4%	4.2%	-31.2%	Oct '23
Crude Oil	70.55	1.9%	-5.7%	-19.2%	-29.2%	21.5%	7.7%	-19.9%	22.9%	1.0%	-3.3%	-7.3%	-19.2%	-37.5%	Apr '26
Gold	4039.50	-1.0%	-3.4%	-11.4%	-10.1%	-6.6%	23.4%	64.5%	-6.6%	111.6%	129.2%	124.5%	141.8%	-24.0%	Jan '26
USD/EUR	0.87	-0.4%	0.0%	2.0%	0.9%	3.0%	-	-11.4%	2.8%	-4.9%	4.1%	-0.5%	-15.1%	-10.4%	Jan '25
USD/JPY	161.94	0.13%	0.2%	1.7%	1.4%	3.5%	-	-0.4%	3.5%	11.9%	46.5%	40.6%	10.4%	NewNew Peak	Jun '26
S&P 500 Volatility Index	17.69	-3.9%	2.4%	15.5%	-43.0%	24.6%	8.4%	-13.8%	18.3%	30.6%	10.4%	6.6%	-47.3%	-66.2%	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	50.63		-0.01%	0.3%	-0.1%	1.0%	1.1%	4.0%	6.1%	1.1%	19.4%	18.6%	18.6%	23.8%	-0.1%	Jun '26
Interm Muni- JPMorgan	50.66		0.08%	0.3%	0.4%	2.2%	1.6%	5.6%	4.3%	1.5%	11.7%	6.5%	5.9%	17.6%	-0.3%	Feb '26
Interm Bond- Janus MSB	45.35		-0.03%	0.8%	0.5%	1.8%	0.9%	5.7%	8.8%	1.0%	15.1%	4.3%	4.6%	21.6%	-1.2%	Feb '26
Interm Bond- Vanguard	76.96		-0.03%	0.8%	0.1%	1.3%	-0.1%	3.7%	8.5%	0.2%	14.6%	1.3%	2.3%	20.2%	-1.6%	Feb '26
Multisector Bond- Intrepid	8.96	p	EOD	0.1%	-0.1%	2.7%	2.6%	7.0%	8.2%	2.3%	30.8%	35.1%	31.2%	37.9%	-0.1%	Jun '26
Int’l Bond- JPMorgan	48.44		0.1%	0.4%	0.2%	3.2%	1.1%	4.4%	8.2%	1.2%	19.7%	15.1%	15.1%	29.3%	-0.6%	Feb '26
Long Bond- Vanguard	75.86		0.2%	1.0%	0.6%	4.3%	1.0%	6.1%	7.2%	1.8%	14.1%	-10.5%	-10.0%	27.1%	-1.2%	Oct '25
Long CA Muni- PIMCO	9.46	p	EOD	0.2%	0.4%	2.4%	1.4%	5.6%	3.3%	1.1%	10.5%	1.9%	1.3%	16.4%	-0.5%	Feb '26
Long Muni- iShares	57.63		0.04%	0.2%	0.5%	2.4%	1.4%	6.4%	3.4%	1.3%	9.9%	3.6%	3.3%	15.3%	-0.6%	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