VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

-1.0%

BelowPeak May '26

Return

93.5%

[

21.5%

annualized]

Dec 30 2022 - May 21 2026

DJIA (Large Value)

NewNew Peak

Return

51.4%

[

13.0%

annualized]

Dec 30 2022 - May 21 2026

Russell 2000 (Small Cap)

-1.3%

BelowPeak May '26

Return

61.8%

[

15.2%

annualized]

Dec 30 2022 - May 21 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 21 03:00 PM EDT, next update at 03:10 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	7427.76	-0.07%	-1.0%	5.1%	7.5%	12.5%	27.1%	16.4%	8.5%	77.2%	78.7%	54.9%	107.7%	-1.0%	May '26
DJIA (Large Value)	50183.24	0.3%	0.2%	2.1%	1.1%	8.5%	19.9%	13.0%	4.4%	50.1%	46.7%	37.2%	71.8%	NewNew Peak	Feb '26
Russell 2000 (Small Cap)	2850.49	1.2%	-0.4%	3.1%	7.0%	20.3%	39.3%	11.3%	14.9%	60.7%	28.7%	25.4%	68.9%	-1.3%	May '26
NASDAQ Comp (Tech/Growth)	26220.14	-0.2%	-1.6%	8.1%	14.6%	17.7%	38.9%	20.4%	12.8%	107.1%	94.6%	65.6%	151.7%	-1.6%	May '26
Aggregate Bond	98.16	-0.06%	-0.5%	-1.0%	-1.8%	-0.3%	5.5%	7.2%	-0.4%	11.9%	0.3%	0.0%	16.8%	-2.2%	Feb '26
Corp Bond	107.93	-0.02%	-0.6%	-1.1%	-2.2%	-0.4%	6.9%	7.9%	-0.6%	15.6%	-0.4%	-1.8%	24.5%	-2.3%	Feb '26
High Yield Bond	79.82	-0.05%	0.0%	-0.2%	0.0%	2.3%	7.4%	8.6%	1.0%	28.5%	20.5%	17.6%	37.7%	-0.5%	Apr '26
Preferred	31.09	-0.05%	-1.6%	0.0%	-0.9%	4.5%	9.6%	4.9%	2.0%	24.6%	8.1%	3.3%	26.8%	-2.0%	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	49.97	0.5%	-3.3%	-3.5%	-5.2%	16.8%	18.5%	9.9%	10.7%	34.8%	27.4%	21.7%	56.3%	-6.4%	Feb '26
Consumer Discretionary/Cyclical	118.48	0.5%	-0.2%	-0.4%	1.1%	5.5%	12.8%	7.4%	-0.6%	60.2%	46.4%	16.8%	75.7%	-4.7%	Jan '26
Financial Services	51.65	-0.01%	0.7%	-1.2%	-1.1%	0.8%	4.3%	14.9%	-5.2%	66.3%	49.9%	40.7%	81.0%	-7.9%	Jan '26
Real Estate	96.50	0.01%	1.2%	1.2%	2.8%	9.9%	14.8%	3.3%	10.2%	35.5%	19.2%	-0.9%	45.5%	-0.6%	May '26
Communication Services	116.17	0.06%	-0.8%	-0.8%	-0.2%	4.5%	16.6%	23.1%	-1.0%	95.4%	59.0%	55.3%	153.3%	-2.9%	Jan '26
Energy	59.10	-1.2%	1.8%	5.8%	8.4%	34.2%	48.7%	7.9%	33.0%	63.6%	172.3%	139.6%	66.0%	-5.5%	Mar '26
Industrials	170.50	-0.1%	-2.3%	-0.5%	-3.5%	14.7%	22.3%	19.3%	10.2%	78.7%	78.5%	73.5%	112.2%	-4.4%	Mar '26
Technology	177.59	0.3%	-1.1%	14.8%	26.2%	30.4%	55.8%	24.6%	23.5%	130.2%	170.9%	109.1%	212.7%	-1.1%	May '26
Consumer Staples/Defensive	84.43	-1.3%	-0.7%	3.2%	-3.4%	9.9%	6.3%	1.5%	9.3%	20.6%	35.5%	22.4%	37.0%	-5.7%	Feb '26
Healthcare	147.94	0.6%	0.9%	1.4%	-5.3%	-3.5%	14.4%	14.5%	-4.0%	18.4%	28.9%	13.7%	28.6%	-7.3%	Feb '26
Utilities	44.76	0.6%	-0.3%	-0.4%	-2.7%	3.0%	13.3%	16.0%	5.6%	48.4%	57.4%	43.6%	62.0%	-5.6%	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	155.34	0.2%	-0.8%	4.4%	5.2%	14.5%	28.6%	22.4%	9.8%	76.3%	71.0%	56.8%	113.0%	-0.8%	May '26
MSCI Emerging Markets	65.82	0.5%	-2.3%	5.7%	5.6%	25.7%	45.9%	34.0%	20.3%	81.9%	39.3%	47.6%	107.8%	-3.1%	May '26
FTSE Europe	88.60	0.4%	1.3%	2.0%	-1.1%	13.6%	19.7%	35.8%	6.5%	55.4%	52.7%	47.4%	116.0%	-1.6%	Feb '26
MSCI Japan	91.23	0.02%	-0.9%	4.7%	-0.3%	16.6%	32.0%	25.9%	13.0%	63.6%	51.7%	50.6%	105.1%	-2.9%	Feb '26
MSCI India	48.01	-0.03%	-0.7%	-3.6%	-10.1%	-11.4%	-11.2%	2.7%	-11.2%	18.5%	19.9%	4.0%	19.5%	-18.3%	Sep '24
MSCI China	55.83	-1.4%	-3.9%	-4.0%	-8.5%	-7.2%	3.8%	31.0%	-7.1%	30.7%	-21.3%	-1.3%	51.0%	-15.6%	Oct '25
International Bond	47.94	0.03%	-0.1%	-0.1%	-1.5%	-0.2%	2.6%	2.9%	0.1%	12.7%	1.8%	1.5%	17.5%	-1.9%	Feb '26
iShares Latin America	35.19	0.5%	-0.6%	-5.4%	-5.1%	21.0%	43.7%	52.7%	15.6%	62.7%	71.3%	100.2%	79.6%	-7.6%	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	681.36	-0.03%	-0.9%	5.3%	7.8%	13.1%	28.7%	17.8%	9.0%	84.5%	91.8%	64.8%	118.4%	-0.9%	May '26
US Large Growth	124.46	-0.2%	-1.1%	5.6%	9.8%	9.3%	28.1%	19.8%	5.3%	107.7%	122.6%	79.2%	158.7%	-1.1%	May '26
US Large Value	234.08	0.12%	-0.5%	3.6%	4.3%	16.3%	27.3%	15.7%	11.7%	63.5%	61.6%	51.1%	83.3%	-0.5%	May '26

US MidCap Blend	77.24	0.2%	-0.4%	0.8%	1.9%	11.5%	21.2%	17.0%	6.9%	78.1%	79.8%	57.5%	103.7%	-1.2%	May '26
US MidCap Growth	288.48	0.8%	-0.3%	2.1%	4.7%	6.1%	9.7%	10.7%	3.6%	53.5%	36.1%	18.4%	74.7%	-2.9%	Oct '25
US MidCap Value	192.09	-0.2%	-0.4%	-0.3%	-0.2%	12.8%	22.3%	12.1%	8.9%	56.4%	50.6%	40.7%	70.1%	-1.3%	Apr '26

US Small Blend	285.83	0.4%	-0.4%	0.6%	2.8%	16.4%	27.8%	8.9%	11.2%	60.1%	41.3%	34.0%	73.9%	-1.7%	May '26
US Small Growth	366.61	0.9%	-1.5%	3.2%	8.8%	19.1%	37.9%	12.9%	13.5%	64.6%	30.4%	27.3%	80.7%	-2.0%	May '26
US Small Value	209.51	0.4%	-0.2%	2.0%	4.6%	21.5%	42.5%	12.4%	15.9%	66.6%	41.0%	35.4%	70.5%	-1.5%	May '26

Foreign Large Blend	104.00	0.4%	0.5%	2.3%	-0.9%	14.3%	22.5%	31.6%	8.3%	55.6%	52.0%	48.6%	106.5%	-1.6%	Feb '26
Foreign Growth	121.15	0.6%	0.4%	1.9%	-1.3%	10.9%	14.6%	20.7%	6.3%	32.7%	24.1%	17.6%	78.1%	-1.8%	Feb '26
Foreign Value	78.86	0.1%	0.6%	2.9%	-0.3%	17.7%	30.3%	42.2%	10.4%	81.5%	82.7%	85.0%	137.3%	-1.4%	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		-0.09%	-0.1%	0.4%	1.8%	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	50.67		0.02%	0.1%	0.5%	1.0%	2.4%	5.3%	5.2%	1.7%	21.7%	26.3%	25.4%	27.7%	NewNew Peak	May '26
Bank Loan- Invesco	20.48		-0.10%	-0.9%	-0.3%	0.8%	1.0%	4.7%	6.9%	-0.4%	24.5%	28.2%	26.4%	32.7%	-0.9%	May '26
Interval CEF- Cliffwater	10.40	p	EOD	0.0%	0.5%	1.4%	3.0%	7.5%	8.9%	2.0%	35.7%	58.5%	50.2%	43.4%	-0.1%	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	58.18		0.3%	-0.9%	3.9%	6.2%	14.4%	28.7%	17.7%	9.3%	89.8%	111.2%	103.8%	125.1%	-0.9%	May '26
Int’l Min Volatility- Franklin	41.58		0.12%	0.5%	3.0%	1.9%	16.8%	32.7%	27.1%	13.4%	80.8%	114.6%	102.2%	117.1%	NewNew Peak	May '26
MidCap 30 - Hennessy (hi fee)	27.22	p	EOD	-1.0%	0.9%	5.0%	18.9%	25.8%	3.0%	12.2%	92.9%	115.0%	109.4%	115.2%	-3.3%	May '26
Small Value- Avantis	119.00		-0.2%	0.2%	1.0%	3.3%	23.7%	38.2%	7.4%	17.0%	73.4%	69.8%	58.3%	81.7%	-1.2%	May '26
Mid Value- Pacer Cash Cows	63.22		-0.5%	0.3%	0.0%	-1.3%	10.3%	20.4%	9.0%	5.4%	46.1%	62.3%	45.6%	57.6%	-2.4%	Feb '26
Growth- S&P Momentum	144.03		0.5%	-2.4%	13.7%	20.4%	26.7%	41.1%	26.6%	21.1%	169.2%	181.8%	135.1%	189.0%	-2.4%	May '26
Invesco S&P Quality	83.48		0.3%	0.3%	4.8%	4.2%	15.4%	21.4%	13.2%	11.7%	80.1%	94.0%	66.1%	118.9%	NewNew Peak	May '26
Rotation Factor- BlackRock	66.30		-0.05%	-1.3%	5.1%	8.1%	13.7%	30.4%	20.0%	9.3%	104.2%	106.6%	84.8%	150.4%	-1.3%	May '26
US Min Volatility- Fidelity	69.67		0.06%	0.2%	2.5%	2.7%	7.0%	16.4%	11.8%	4.8%	48.7%	63.1%	42.6%	73.9%	-0.3%	May '26
Derivative Income- JPMorgan	56.04		-0.2%	0.1%	-1.8%	-3.8%	3.2%	8.9%	8.1%	0.6%	29.3%	43.9%	30.3%	48.7%	-4.4%	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	17.33	p	EOD	-0.1%	3.4%	8.8%	10.5%	13.6%	6.5%	9.6%	33.8%	41.8%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.73	p	EOD	-0.1%	2.1%	1.5%	7.3%	15.0%	16.4%	5.1%	50.6%	73.7%	72.7%	54.3%	-0.3%	May '26
Long Short- AQR	20.86	p	EOD	0.3%	4.2%	-0.4%	4.9%	15.8%	34.4%	-1.4%	104.2%	158.3%	154.5%	142.7%	-2.0%	Dec '25
Mkt Neutral- BlackRock	15.95	p	EOD	0.3%	4.2%	8.9%	14.1%	18.7%	18.3%	9.4%	77.1%	78.8%	84.9%	85.6%	-0.3%	May '26
Multi Strategy- Variant	26.09	p	EOD	0.0%	0.5%	1.7%	3.0%	7.0%	7.2%	2.2%	21.9%	46.6%	36.7%	28.1%	NewNew Peak	May '26
Long Short- First Trust	74.29		-0.03%	0.1%	2.9%	4.4%	6.2%	15.1%	9.1%	4.7%	50.1%	64.2%	50.4%	66.3%	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)	388.69	-0.06%	-3.1%	17.0%	23.5%	29.9%	131.4%	66.0%	24.3%	219.2%	241.7%	170.3%	301.7%	-3.5%	May '26
Meta (Communications)	605.89	0.1%	-2.0%	-9.4%	-7.5%	2.1%	-4.4%	13.1%	-8.1%	148.6%	93.1%	80.4%	378.9%	-23.1%	Aug '25
Amazon (Cyclical)	267.38	0.9%	0.1%	7.0%	27.3%	21.2%	32.9%	5.2%	15.8%	130.0%	66.9%	56.9%	136.8%	-2.8%	May '26
Tesla (Cyclical)	418.04	0.2%	-5.7%	8.2%	1.5%	6.9%	24.9%	11.4%	-7.0%	132.1%	115.9%	4.5%	92.4%	-14.7%	Dec '25
Procter & Gamble (Defensive)	143.28	0.6%	0.4%	1.4%	-10.2%	-3.7%	-10.9%	-12.3%	1.4%	1.1%	17.9%	-1.3%	26.9%	-17.0%	Dec '24
PepsiCo (Defensive)	147.82	-1.0%	-0.6%	-4.6%	-9.6%	2.9%	18.1%	-1.8%	3.9%	-14.7%	17.4%	-2.3%	-2.2%	-16.6%	May '23
Coca-Cola (Defensive)	80.81	-0.9%	0.4%	8.2%	1.9%	12.3%	15.7%	15.6%	16.4%	40.6%	71.7%	54.6%	62.6%	-1.4%	May '26
Exxon Mobil (Energy)	154.61	-1.1%	1.9%	4.9%	5.7%	33.8%	53.9%	16.0%	30.2%	60.8%	215.4%	184.3%	77.9%	-9.2%	Mar '26
Chevron (Energy)	190.35	-0.5%	2.0%	2.3%	3.5%	28.2%	45.0%	10.1%	26.1%	37.9%	122.4%	89.4%	39.4%	-9.9%	Mar '26
JPMorgan Chase (Financial)	302.60	0.2%	0.9%	-3.3%	-2.1%	2.5%	18.2%	37.3%	-5.2%	132.8%	111.1%	109.9%	217.5%	-9.1%	Jan '26
Visa (Financial)	331.42	0.2%	2.8%	7.2%	3.5%	1.5%	-6.8%	11.8%	-5.1%	45.3%	51.7%	54.9%	91.4%	-10.5%	Jun '25
Mastercard (Financial)	499.73	0.3%	2.0%	-2.3%	-4.9%	-7.2%	-11.7%	9.0%	-12.2%	31.9%	40.0%	38.4%	80.1%	-16.2%	Aug '25
Bank of America (Financial)	51.21	-0.04%	2.7%	-4.2%	-2.9%	0.4%	21.1%	28.0%	-6.4%	96.9%	36.4%	23.5%	87.7%	-10.0%	Jan '26
UnitedHealth (Health)	382.80	-0.1%	-4.1%	10.6%	33.0%	21.4%	29.9%	-33.1%	16.9%	-15.2%	1.3%	-17.8%	-18.2%	-36.5%	Nov '24
Johnson & Johnson (Health)	230.52	0.5%	-0.1%	1.9%	-4.4%	14.4%	54.7%	47.5%	12.0%	58.6%	55.3%	51.9%	57.1%	-7.3%	Mar '26
Eli Lilly (Health)	1043.34	2.4%	3.8%	15.7%	3.5%	-1.2%	44.9%	40.2%	-2.6%	140.9%	447.2%	299.9%	231.2%	-5.7%	Nov '25
Union Pacific (Industrials)	265.63	-0.06%	-1.4%	5.7%	0.3%	18.7%	21.6%	3.9%	15.4%	43.0%	34.2%	18.3%	50.0%	-3.5%	May '26
Honeywell (Industrials)	224.04	3.1%	3.5%	1.4%	-7.2%	19.1%	9.5%	-6.4%	16.0%	28.5%	18.1%	26.5%	49.0%	-9.2%	Mar '26
Nvidia (IT)	219.28	-1.9%	-7.0%	9.7%	15.5%	22.6%	66.4%	38.9%	17.6%	602.0%	1366.4%	629.4%	1809.3%	-7.0%	May '26
Broadcom (IT)	412.00	-1.4%	-6.3%	2.4%	24.1%	21.6%	80.8%	50.6%	19.3%	528.4%	909.2%	571.9%	911.3%	-6.3%	May '26
Adobe (IT)	244.34	-3.6%	3.1%	-1.1%	-5.5%	-24.6%	-41.0%	-21.3%	-30.2%	-34.2%	-49.9%	-56.7%	-14.6%	-61.5%	Feb '24
Oracle (IT)	190.40	1.2%	-2.7%	5.1%	29.0%	-3.6%	22.4%	18.1%	-1.7%	91.8%	157.8%	130.1%	211.7%	-41.6%	Sep '25
salesforce.com (IT)	175.83	-2.4%	4.9%	-6.0%	-4.8%	-22.3%	-37.2%	-20.2%	-33.5%	-15.2%	-19.8%	-30.2%	25.4%	-51.7%	Dec '24
Linde PLC (Materials)	513.12	1.3%	0.3%	3.7%	3.7%	25.2%	14.2%	3.2%	20.7%	43.6%	84.0%	60.6%	97.8%	NewNew Peak	May '26
Sherwin-Williams (Materials)	309.85	0.7%	0.2%	-7.4%	-13.9%	-7.9%	-11.9%	-3.8%	-4.2%	36.3%	14.2%	-5.0%	58.7%	-21.6%	Nov '24
American Tower (Real Estate)	183.88	-0.08%	7.8%	5.2%	-0.9%	4.4%	-10.8%	-0.9%	5.8%	7.0%	-14.4%	-26.4%	12.6%	-19.6%	Sep '24
Prologis Inc. (Real Estate)	144.87	0.1%	1.5%	2.1%	3.2%	17.0%	43.2%	25.1%	14.4%	29.5%	42.1%	-0.1%	61.0%	-0.2%	Apr '26
NextEra Energy (Utilities)	88.97	0.8%	-7.0%	-1.8%	-2.8%	7.3%	28.1%	15.5%	11.6%	30.4%	36.0%	8.9%	35.0%	-9.1%	Apr '26
Duke Energy (Utilities)	123.98	0.1%	0.6%	-0.5%	-1.4%	2.7%	10.2%	12.7%	7.6%	50.4%	46.2%	42.6%	66.9%	-6.3%	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	15.93	p	EOD	-0.4%	0.2%	-0.3%	2.8%	9.3%	9.4%	1.8%	23.1%	12.4%	10.2%	32.1%	-0.7%	May '26
Moderate-60% Stock	68.54		0.07%	-0.6%	2.2%	2.3%	8.8%	19.4%	16.4%	5.9%	48.1%	40.2%	33.1%	68.9%	-0.6%	May '26
Mod Agg-80% Stock	54.75	p	EOD	-0.9%	2.8%	3.4%	11.9%	24.1%	19.6%	7.9%	61.2%	53.2%	43.3%	88.3%	-0.9%	May '26
Aggressive-90% Stock	33.53	p	EOD	-1.3%	3.7%	5.0%	15.6%	29.3%	20.9%	10.8%	65.3%	57.8%	45.6%	94.5%	-1.3%	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	77307.40	-0.2%	-4.6%	1.3%	13.7%	-9.1%	-29.5%	-6.3%	-11.7%	187.5%	107.2%	66.4%	303.5%	-38.0%	Oct '25
Ethereum	2124.80	-0.10%	-6.8%	-8.7%	7.9%	-23.2%	-16.8%	-11.0%	-28.4%	17.2%	-12.6%	-43.5%	64.1%	-56.0%	Aug '25
BNB	655.26	1.0%	-3.3%	3.7%	4.7%	-21.1%	-2.7%	23.1%	-24.1%	112.1%	100.8%	27.9%	141.8%	-50.0%	Oct '25
Solana	87.00	1.1%	-5.6%	1.1%	2.8%	-32.3%	-49.9%	-34.2%	-30.1%	327.5%	124.2%	-48.9%	179.2%	-66.8%	Jan '25
Bitcoin ETF	43.79	-0.4%	-5.1%	3.0%	14.0%	-8.7%	-29.1%	-6.4%	-11.8%	-	-	-	-	-38.6%	Oct '25
Grayscale Bitcoin (hi fee)	60.03	-0.4%	-5.1%	2.9%	13.7%	-9.3%	-30.0%	-7.6%	-12.2%	361.8%	120.8%	93.9%	492.9%	-39.0%	Oct '25
Bloomberg Commodities	25.10	-0.7%	-1.7%	3.9%	17.0%	31.7%	40.5%	14.9%	28.5%	56.7%	78.3%	63.2%	41.5%	-3.1%	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	5.09	-0.4%	1.6%	4.0%	7.8%	8.0%	0.1%	1.1%	5.2%	29.0%	118.3%	152.6%	31.1%	-1.7%	May '26
10yr Treasury rate	4.56	-0.3%	2.2%	6.2%	11.6%	12.2%	-0.8%	-9.0%	9.5%	23.5%	179.4%	180.1%	16.9%	-8.6%	Oct '23
5yr Treasury rate	4.23	0.07%	2.6%	8.2%	15.8%	16.9%	1.7%	-15.0%	13.6%	12.8%	410.6%	209.7%	2.8%	-14.8%	Oct '23
13-week T-bill	3.58	0.6%	-0.2%	-0.5%	-0.4%	-4.3%	-15.5%	-15.7%	0.9%	-29.6%	119233.3%	6654.7%	1.3%	-33.1%	Oct '23
Crude Oil	97.14	-1.1%	-4.0%	5.4%	46.3%	67.3%	57.8%	-19.9%	69.2%	35.8%	52.8%	27.7%	11.3%	-14.0%	Apr '26
Gold	4540.80	0.2%	-2.9%	-3.4%	-10.2%	11.4%	37.2%	64.5%	5.0%	129.5%	142.0%	152.4%	171.9%	-14.6%	Jan '26
USD/EUR	0.86	0.13%	0.4%	1.1%	1.3%	-0.7%	-2.4%	-11.4%	1.1%	-	-	-2.1%	-16.4%	-11.8%	Jan '25
USD/JPY	159.07	0.1%	0.4%	-0.2%	2.5%	1.1%	10.7%	-0.4%	1.7%	-	-	38.1%	8.4%	-1.6%	Jul '24
S&P 500 Volatility Index	16.85	-3.4%	-2.4%	-13.6%	-11.7%	-28.1%	-19.3%	-13.8%	12.7%	0.2%	-16.4%	1.5%	-49.8%	-67.8%	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	50.51		-0.03%	0.0%	0.2%	0.1%	1.5%	4.9%	6.1%	0.9%	19.5%	18.7%	18.3%	23.6%	-0.1%	May '26
Interm Muni- JPMorgan	49.91		0%	-0.6%	-0.8%	-1.5%	0.2%	5.0%	4.3%	0.0%	11.0%	5.4%	4.3%	15.8%	-1.8%	Feb '26
Interm Bond- Janus MSB	44.83		0.02%	-0.6%	-1.1%	-1.8%	0.4%	7.5%	8.8%	-0.2%	14.3%	3.1%	3.4%	20.2%	-2.3%	Feb '26
Interm Bond- Vanguard	76.12		-0.11%	-0.6%	-1.2%	-2.1%	-0.9%	5.3%	8.5%	-0.9%	12.7%	1.1%	1.2%	18.9%	-2.7%	Feb '26
Multisector Bond- Intrepid	8.95	p	EOD	0.0%	-0.1%	1.2%	2.7%	8.2%	8.2%	1.6%	32.1%	35.4%	30.3%	37.0%	-0.3%	May '26
Int’l Bond- JPMorgan	47.82		0.08%	-0.1%	-0.5%	-1.8%	0.6%	5.2%	8.2%	-0.1%	17.8%	14.2%	13.7%	27.7%	-1.9%	Feb '26
Long Bond- Vanguard	73.98		0.07%	-0.7%	-1.4%	-3.0%	-1.0%	8.8%	7.2%	-0.7%	13.5%	-8.8%	-12.2%	23.9%	-3.7%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-0.7%	-1.0%	-1.7%	-0.4%	4.3%	3.3%	-0.5%	10.0%	0.8%	-0.3%	14.6%	-2.1%	Feb '26
Long Muni- iShares	56.71		-0.07%	-0.6%	-1.0%	-1.9%	0.0%	5.6%	3.4%	-0.3%	9.4%	2.3%	1.6%	13.4%	-2.2%	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