VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

62.4%

[

18.9%

annualized]

Dec 29 2023 - Oct 15 2026

DJIA (Large Value)

Return

38.4%

[

12.3%

annualized]

Dec 29 2023 - Oct 15 2026

Russell 2000 (Small Cap)

Return

36.5%

[

11.8%

annualized]

Dec 29 2023 - Oct 15 2026

Performance Range:

As of Oct 15 05:30 PM EDT, next update at 05:40 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	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
S&P 500	7744.06	0.3%	-0.3%	2.1%	2.3%	10.3%	16.1%	16.4%	13.1%	78.9%	73.2%	26.0%	55.4%	-1.0%	Oct '26
DJIA (Large Value)	52177.69	1.1%	1.8%	0.2%	-0.9%	7.7%	12.8%	13.0%	8.6%	55.0%	47.8%	16.9%	38.6%	-4.0%	Aug '26
Russell 2000 (Small Cap)	2767.27	1.4%	-1.0%	-3.6%	-7.0%	2.0%	9.8%	11.3%	11.5%	60.9%	22.1%	21.2%	57.2%	-9.8%	Aug '26
NASDAQ Comp (Tech/Growth)	26713.03	0.08%	-1.8%	2.8%	1.7%	11.2%	17.8%	20.4%	14.9%	99.2%	79.3%	33.2%	75.0%	-3.2%	Oct '26
Aggregate Bond	95.41	0.6%	0.8%	-0.1%	-1.8%	-2.2%	-1.4%	7.2%	-1.5%	14.3%	-1.8%	4.6%	3.7%	-3.3%	Feb '26
Corp Bond	103.50	0.8%	1.0%	-0.3%	-2.6%	-3.6%	-3.3%	7.9%	-2.7%	16.8%	-4.9%	3.9%	5.3%	-4.4%	Feb '26
High Yield Bond	77.13	0.4%	0.0%	-1.2%	-1.9%	-1.2%	1.2%	8.6%	0.0%	26.6%	17.3%	6.6%	11.2%	-2.5%	Aug '26
Preferred	29.17	0.8%	-0.7%	-1.7%	-3.3%	-4.3%	-2.4%	4.9%	-2.0%	21.0%	0.7%	1.3%	9.6%	-5.8%	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	50.56	1.8%	2.6%	0.1%	0.6%	-0.8%	16.0%	9.9%	12.9%	37.9%	32.7%	16.1%	40.0%	-5.4%	Aug '26
Consumer Discretionary/Cyclical	113.41	1.7%	1.5%	2.5%	-2.9%	-3.6%	-2.6%	7.4%	-4.4%	46.2%	25.1%	1.7%	30.2%	-8.4%	Jan '26
Financial Services	55.27	1.4%	1.9%	-2.4%	-1.9%	6.7%	5.4%	14.9%	2.1%	74.3%	52.4%	8.7%	28.7%	-5.3%	Sep '26
Real Estate	91.44	1.2%	2.3%	-2.0%	-5.7%	-1.3%	4.4%	3.3%	6.3%	36.3%	4.4%	6.2%	21.3%	-8.6%	Jul '26
Communication Services	112.44	1.5%	0.3%	-1.1%	-0.5%	-3.6%	-1.4%	23.1%	-3.6%	73.5%	47.6%	9.4%	32.9%	-5.5%	Jan '26
Energy	66.56	-1.6%	2.0%	1.6%	18.5%	21.0%	58.6%	7.9%	51.8%	63.3%	176.5%	52.5%	82.1%	-1.6%	Oct '26
Industrials	167.89	0.5%	-0.3%	-0.3%	-6.5%	-1.4%	11.3%	19.3%	9.1%	72.0%	75.8%	23.6%	46.9%	-9.7%	Aug '26
Technology	189.19	-0.7%	-4.3%	3.1%	4.3%	26.2%	33.8%	24.6%	31.9%	128.6%	151.8%	57.8%	112.2%	-6.3%	Oct '26
Consumer Staples/Defensive	86.68	0.7%	3.9%	4.2%	4.5%	8.4%	12.4%	1.5%	13.7%	40.7%	39.7%	11.3%	18.3%	-1.8%	Feb '26
Healthcare	177.19	1.9%	5.4%	6.1%	12.4%	20.9%	26.4%	14.5%	15.9%	43.0%	50.1%	24.7%	36.7%	NewNew Peak	Oct '26
Utilities	41.65	-0.2%	1.4%	1.5%	-7.2%	-8.2%	-7.8%	16.0%	-0.4%	53.5%	47.3%	9.0%	18.8%	-10.9%	Feb '26

Foreign Indexes	Last	1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
All World	159.23	0.3%	-0.4%	0.7%	1.1%	7.7%	16.7%	22.4%	13.3%	80.4%	67.7%	31.4%	57.3%	-2.0%	Aug '26
MSCI Emerging Markets	63.96	-0.7%	-3.2%	-2.7%	-2.5%	3.3%	21.1%	34.0%	17.5%	81.5%	38.6%	47.5%	70.9%	-10.2%	Jun '26
FTSE Europe	87.21	1.4%	2.1%	-1.7%	-1.9%	0.7%	12.0%	35.8%	6.5%	66.2%	50.5%	31.6%	45.8%	-6.2%	Aug '26
MSCI Japan	95.43	-0.4%	-1.9%	-1.5%	2.1%	7.7%	22.5%	25.9%	18.8%	74.8%	55.8%	44.2%	62.8%	-3.9%	Oct '26
MSCI India	47.95	1.9%	5.2%	0.8%	-1.6%	-4.1%	-10.8%	2.7%	-11.3%	8.6%	2.1%	-3.6%	-2.5%	-14.2%	Jun '25
MSCI China	51.69	0.5%	0.6%	-2.3%	-4.5%	-10.3%	-16.7%	31.0%	-13.4%	29.3%	-17.5%	-1.0%	17.6%	-21.4%	Oct '25
International Bond	47.21	0.3%	0.6%	1.0%	-1.0%	-0.5%	-0.7%	2.9%	-0.2%	12.8%	0.9%	2.6%	2.2%	-2.2%	Feb '26
iShares Latin America	37.26	-0.8%	-0.7%	4.9%	7.5%	0.0%	38.2%	52.7%	23.9%	74.6%	95.8%	65.0%	85.3%	-2.5%	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	709.43	0.3%	-0.3%	2.2%	2.5%	10.9%	17.4%	17.8%	14.1%	85.9%	85.6%	28.5%	58.1%	-0.9%	Oct '26
US Large Growth	124.24	-0.02%	-2.3%	3.1%	0.6%	6.2%	7.1%	19.8%	5.3%	91.6%	94.4%	21.6%	57.3%	-3.8%	Oct '26
US Large Value	256.12	0.8%	1.6%	1.0%	4.0%	15.1%	27.6%	15.7%	23.1%	79.9%	73.1%	34.3%	57.3%	-0.9%	Sep '26

US MidCap Blend	80.89	1.0%	0.6%	1.0%	0.5%	7.5%	13.2%	17.0%	12.3%	82.2%	71.9%	25.0%	49.1%	-4.2%	Aug '26
US MidCap Growth	294.50	1.3%	-1.1%	1.8%	-1.3%	6.2%	1.3%	10.7%	6.0%	55.1%	23.2%	9.1%	37.4%	-6.1%	Aug '26
US MidCap Value	205.24	0.9%	1.9%	1.2%	2.6%	9.3%	20.7%	12.1%	17.5%	69.3%	57.9%	27.6%	49.2%	-2.2%	Aug '26

US Small Blend	287.97	1.5%	0.1%	-0.7%	-2.8%	4.1%	13.7%	8.9%	12.7%	63.1%	37.0%	18.7%	51.6%	-6.6%	Aug '26
US Small Growth	347.65	1.4%	-1.6%	-3.8%	-9.0%	0.1%	4.3%	12.9%	7.9%	64.6%	19.5%	18.2%	56.2%	-12.0%	Aug '26
US Small Value	210.54	1.4%	-0.2%	-3.3%	-4.5%	5.1%	18.3%	12.4%	17.4%	69.2%	39.8%	29.5%	63.8%	-7.1%	Aug '26

Foreign Large Blend	103.67	0.9%	0.9%	-1.6%	-0.9%	1.9%	14.2%	31.6%	9.7%	66.5%	51.9%	33.5%	49.5%	-4.7%	Aug '26
Foreign Growth	119.48	0.9%	0.4%	-0.1%	-2.2%	0.0%	6.2%	20.7%	5.7%	46.7%	19.4%	18.3%	37.6%	-6.0%	Aug '26
Foreign Value	79.17	0.9%	1.5%	-3.0%	0.2%	3.9%	22.7%	42.2%	13.8%	87.2%	90.0%	49.6%	62.1%	-4.7%	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	22.72		-0.04%	-0.1%	-0.6%	1.0%	2.7%	3.3%	3.6%	2.4%	19.3%	28.9%	5.3%	9.0%	-1.0%	Sep '26
Ultra Short- Janus AAA CLO	50.57		0.02%	0.1%	0.3%	1.3%	2.4%	4.9%	5.2%	3.6%	19.5%	28.0%	8.2%	8.6%	NewNew Peak	Oct '26
Bank Loan- Invesco	20.47		0.2%	-0.1%	-0.3%	1.7%	2.8%	4.6%	6.9%	2.2%	21.7%	30.3%	8.5%	12.4%	-0.5%	Sep '26
Interval CEF- Cliffwater	10.20	p	EOD	0.2%	-1.7%	-0.7%	1.0%	4.3%	8.9%	2.4%	29.0%	53.6%	9.9%	9.7%	-2.0%	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	59.32		0.4%	-0.2%	0.9%	0.0%	7.0%	15.4%	17.7%	11.9%	86.6%	111.2%	26.1%	55.6%	-2.4%	Aug '26
Int’l Min Volatility- Franklin	42.62		0.5%	2.4%	0.4%	3.1%	6.8%	27.8%	27.1%	19.0%	86.4%	119.2%	44.9%	59.1%	-0.6%	Aug '26
MidCap 30 - Hennessy (hi fee)	25.37	p	EOD	0.2%	-1.6%	-10.0%	-3.7%	6.3%	3.0%	4.5%	64.5%	101.4%	6.8%	36.1%	-14.5%	Jun '26
Small Value- Avantis	120.44		1.0%	0.3%	-2.8%	-3.1%	5.3%	23.0%	7.4%	19.2%	66.7%	66.9%	26.9%	63.9%	-6.1%	Aug '26
Mid Value- Pacer Cash Cows	70.33		1.4%	2.1%	-0.2%	10.5%	13.9%	26.4%	9.0%	18.2%	51.2%	72.0%	23.8%	52.6%	-2.6%	Sep '26
Growth- S&P Momentum	144.18		-0.7%	-4.4%	0.5%	-3.7%	14.3%	20.0%	26.6%	21.6%	152.9%	142.4%	41.8%	76.5%	-10.7%	Jun '26
Invesco S&P Quality	84.88		0.5%	-0.7%	2.0%	-1.2%	7.3%	16.8%	13.2%	14.0%	73.6%	80.3%	21.5%	45.6%	-5.6%	Jun '26
Rotation Factor- BlackRock	69.45		0.01%	-0.9%	1.0%	2.2%	10.8%	18.7%	20.0%	15.0%	101.7%	102.9%	31.6%	61.8%	-1.7%	Oct '26
US Min Volatility- Fidelity	73.73		0.8%	2.1%	3.0%	5.8%	9.7%	14.5%	11.8%	11.7%	56.0%	60.8%	19.5%	38.4%	NewNew Peak	Oct '26
Derivative Income- JPMorgan	57.16		0.5%	0.9%	2.3%	2.9%	3.3%	8.9%	8.1%	6.0%	35.6%	43.9%	9.8%	26.6%	-0.5%	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	18.25	p	EOD	-0.1%	0.8%	5.1%	8.9%	15.2%	6.5%	15.4%	35.3%	50.0%	21.1%	26.5%	-0.7%	Sep '26
Multistrategy- AQR	15.62	p	EOD	0.3%	0.6%	6.4%	7.7%	15.0%	16.4%	11.5%	47.5%	85.3%	22.8%	28.1%	-0.1%	Oct '26
Long Short- AQR	22.47	p	EOD	0.0%	0.4%	7.5%	9.7%	15.6%	34.4%	6.2%	91.3%	197.3%	32.6%	38.0%	-0.9%	Sep '26
Mkt Neutral- BlackRock	16.00	p	EOD	-0.4%	1.5%	5.6%	12.5%	24.7%	18.3%	18.1%	78.3%	98.8%	38.3%	32.0%	-1.5%	Oct '26
Multi Strategy- Variant	25.74	p	EOD	0.2%	0.7%	1.7%	3.0%	6.3%	7.2%	4.7%	20.3%	42.5%	11.1%	10.3%	NewNew Peak	Oct '26
Long Short- First Trust	77.23		-0.4%	-0.6%	1.4%	3.6%	7.4%	12.8%	9.1%	9.5%	50.9%	63.9%	15.6%	30.5%	-1.1%	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)	349.22	0.5%	0.3%	1.2%	-5.8%	3.7%	39.5%	66.0%	11.8%	156.7%	149.4%	89.6%	142.5%	-13.2%	May '26
Meta (Communications)	736.72	-0.11%	2.2%	10.0%	8.2%	9.9%	3.0%	13.1%	11.9%	136.4%	129.0%	5.3%	45.0%	-6.4%	Aug '25
Amazon (Cyclical)	254.76	0.3%	0.3%	2.6%	-0.1%	2.5%	18.2%	5.2%	10.4%	96.3%	49.5%	12.4%	49.3%	-10.3%	Aug '26
Tesla (Cyclical)	362.44	-1.3%	-3.3%	1.6%	-8.1%	-7.5%	-16.7%	11.4%	-19.4%	44.3%	29.0%	0.5%	63.4%	-26.0%	Dec '25
Procter & Gamble (Defensive)	157.08	0.4%	4.3%	7.1%	6.9%	11.2%	9.7%	-12.3%	12.0%	17.5%	23.7%	-1.6%	3.4%	-7.1%	Mar '25
PepsiCo (Defensive)	128.38	-0.7%	0.0%	-5.3%	-4.2%	-15.3%	-11.6%	-1.8%	-7.8%	-10.6%	-4.9%	-5.6%	-2.8%	-22.4%	Feb '26
Coca-Cola (Defensive)	92.00	0.2%	4.8%	3.7%	12.2%	23.7%	40.8%	15.6%	34.2%	89.6%	95.5%	37.8%	40.1%	NewNew Peak	Oct '26
Exxon Mobil (Energy)	174.68	-1.3%	3.7%	3.2%	21.7%	18.8%	61.0%	16.0%	48.1%	75.5%	232.6%	66.0%	81.7%	-1.3%	Oct '26
Chevron (Energy)	219.32	-1.2%	3.7%	0.7%	21.8%	20.7%	49.9%	10.1%	47.9%	51.6%	144.5%	48.4%	70.4%	-1.2%	Oct '26
JPMorgan Chase (Financial)	335.53	0.07%	1.2%	-4.3%	-2.8%	10.7%	11.9%	37.3%	6.1%	141.6%	128.0%	24.4%	59.2%	-7.7%	Aug '26
Visa (Financial)	399.75	2.1%	6.6%	6.4%	12.8%	27.0%	16.6%	11.8%	14.7%	72.1%	79.7%	13.8%	31.2%	NewNew Peak	Oct '26
Mastercard (Financial)	616.32	2.2%	7.4%	7.7%	15.3%	18.9%	10.2%	9.0%	8.7%	57.6%	78.4%	9.6%	29.8%	NewNew Peak	Oct '26
Bank of America (Financial)	51.70	0.6%	-3.6%	-13.1%	-15.6%	-3.8%	1.0%	28.0%	-4.5%	107.6%	26.0%	16.8%	52.5%	-19.8%	Aug '26
UnitedHealth (Health)	406.67	2.8%	9.6%	8.2%	-2.2%	31.0%	15.6%	-33.1%	25.6%	-19.7%	4.0%	-16.9%	-23.5%	-29.4%	Apr '25
Johnson & Johnson (Health)	253.28	-0.2%	-1.2%	-5.2%	3.0%	7.3%	35.5%	47.5%	24.4%	75.8%	80.6%	66.7%	75.4%	-9.0%	Sep '26
Eli Lilly (Health)	1251.61	3.5%	7.0%	10.2%	8.4%	38.7%	52.4%	40.2%	17.0%	109.7%	450.6%	45.9%	74.2%	-2.2%	Aug '26
Union Pacific (Industrials)	288.71	0.8%	3.8%	1.7%	0.6%	17.5%	30.6%	3.9%	26.7%	48.5%	43.5%	21.5%	43.3%	-6.6%	Aug '26
Honeywell (Industrials)	210.50	1.4%	1.9%	3.5%	-5.3%	-12.8%	7.2%	-6.4%	4.3%	23.4%	6.9%	4.6%	20.0%	-18.4%	Mar '26
Nvidia (IT)	217.23	-1.8%	-5.7%	2.4%	2.3%	9.5%	21.1%	38.9%	16.7%	379.3%	898.0%	56.4%	126.1%	-9.2%	Oct '26
Broadcom (IT)	344.33	-0.6%	-4.4%	1.7%	-12.5%	-12.9%	-1.3%	50.6%	0.0%	302.7%	647.5%	52.7%	123.2%	-28.3%	Jun '26
Adobe (IT)	251.67	4.6%	4.4%	-2.4%	12.1%	2.9%	-23.9%	-21.3%	-28.1%	-54.1%	-58.7%	-44.9%	-26.0%	-45.8%	Feb '25
Oracle (IT)	134.47	3.0%	-0.5%	-3.8%	1.9%	-20.2%	-55.1%	18.1%	-30.1%	28.7%	50.9%	-24.4%	10.3%	-58.4%	Sep '25
salesforce.com (IT)	246.74	4.6%	8.3%	-3.3%	48.0%	39.5%	5.2%	-20.2%	-6.2%	22.9%	-13.8%	-22.9%	2.5%	-30.5%	Jan '25
Linde PLC (Materials)	493.22	0.11%	2.4%	6.5%	-3.8%	-0.3%	10.7%	3.2%	16.8%	35.6%	71.2%	9.2%	21.7%	-9.5%	Jul '26
Sherwin-Williams (Materials)	336.92	3.8%	4.9%	4.2%	1.6%	3.0%	2.2%	-3.8%	4.7%	40.1%	19.0%	-2.7%	9.0%	-9.4%	Sep '25
American Tower (Real Estate)	181.36	1.1%	8.8%	3.2%	8.7%	4.6%	-0.7%	-0.9%	6.5%	20.8%	-20.8%	2.6%	-5.5%	-18.1%	Jul '25
Prologis Inc. (Real Estate)	126.94	-2.7%	-1.8%	-5.8%	-10.8%	-7.8%	6.7%	25.1%	1.8%	27.5%	7.4%	10.6%	48.6%	-14.7%	Jul '26
NextEra Energy (Utilities)	78.96	0.8%	2.1%	-2.6%	-10.7%	-12.2%	-5.3%	15.5%	0.5%	58.4%	10.6%	20.5%	28.7%	-18.1%	Apr '26
Duke Energy (Utilities)	118.88	-0.6%	1.7%	0.9%	-3.6%	-5.5%	-4.4%	12.7%	4.1%	50.1%	43.6%	12.0%	8.0%	-9.4%	Mar '26

Portfolio Allocation	Last		1 Day	1 Week	1 Month	3 Months	6 Months	1 Year	Prev Year	YTD	3 Years	5 Years	Tariff '25 Peak	Tariff Bottom	Below Peak	Peak Date
Consrv-20% Stock	15.59	p	EOD	0.0%	-0.3%	-1.5%	-0.4%	1.9%	9.4%	1.2%	24.6%	9.9%	9.0%	11.9%	-2.2%	Aug '26
Moderate-60% Stock	68.65		0.4%	0.1%	0.3%	-0.1%	3.6%	9.6%	16.4%	7.4%	51.2%	38.0%	20.9%	33.8%	-2.0%	Aug '26
Mod Agg-80% Stock	55.28	p	EOD	-0.5%	-0.2%	-0.2%	4.8%	12.5%	19.6%	9.8%	64.0%	49.4%	25.8%	44.3%	-2.7%	Aug '26
Aggressive-90% Stock	34.25	p	EOD	-0.8%	-0.3%	-0.7%	6.0%	16.6%	20.9%	13.1%	71.1%	52.1%	30.2%	53.6%	-2.9%	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	82229.65	0.8%	0.7%	8.8%	27.1%	9.9%	-25.8%	-6.3%	-6.0%	206.1%	33.5%	-14.9%	7.8%	-34.1%	Oct '25
Ethereum	2456.99	1.6%	-0.6%	2.4%	28.2%	4.1%	-38.4%	-11.0%	-17.2%	58.3%	-36.4%	-9.5%	66.9%	-49.1%	Aug '25
BNB	730.43	0.2%	-0.6%	2.6%	25.9%	17.3%	-37.2%	23.1%	-15.4%	254.5%	54.2%	11.8%	32.0%	-44.3%	Oct '25
Solana	105.99	1.8%	-3.2%	9.4%	37.2%	24.8%	-45.4%	-34.2%	-14.9%	385.4%	-34.8%	-37.3%	0.5%	-59.5%	Jan '25
Bitcoin ETF	46.59	0.8%	0.7%	8.1%	26.6%	9.5%	-26.2%	-6.4%	-6.2%	-	-	-14.7%	6.9%	-34.6%	Oct '25
Grayscale Bitcoin (hi fee)	63.53	0.7%	0.7%	8.0%	26.2%	8.8%	-27.2%	-7.6%	-7.1%	247.5%	48.3%	-16.5%	4.8%	-35.5%	Oct '25
Bloomberg Commodities	26.26	-0.3%	0.3%	-1.9%	10.4%	9.7%	40.3%	14.9%	34.5%	54.3%	62.0%	41.0%	56.1%	-2.1%	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	5.43	-1.7%	-3.2%	1.2%	6.8%	11.0%	17.0%	1.1%	12.2%	13.6%	164.7%	13.9%	15.1%	-4.2%	Oct '26
10yr Treasury rate	5.09	-1.9%	-2.7%	1.9%	12.0%	18.8%	25.8%	-9.0%	22.2%	9.9%	222.9%	12.2%	19.4%	-4.2%	Oct '26
5yr Treasury rate	4.90	-1.9%	-1.8%	1.5%	15.1%	25.7%	35.0%	-15.0%	31.6%	5.5%	336.6%	12.1%	25.2%	-3.7%	Sep '26
13-week T-bill	4.09	0.07%	1.1%	3.2%	10.8%	13.2%	6.0%	-15.7%	15.3%	-23.3%	10657.9%	-3.1%	-2.2%	-4.6%	May '25
Crude Oil	96.12	1.1%	5.1%	-9.2%	20.8%	5.3%	65.0%	-19.9%	67.4%	9.6%	16.8%	33.0%	61.3%	-14.9%	Apr '26
Gold	4192.50	2.1%	0.9%	-3.2%	3.5%	-13.1%	-0.2%	64.4%	-3.4%	115.9%	137.1%	42.8%	40.2%	-21.2%	Jan '26
USD/EUR	0.89	-0.3%	-0.1%	2.8%	2.2%	5.2%	3.8%	-11.4%	4.7%	-	-	-6.9%	-2.2%	-8.7%	Jan '25
USD/JPY	157.96	0.00%	-0.1%	1.7%	-2.5%	-0.5%	4.6%	-0.4%	1.0%	-	-	4.0%	8.3%	-3.6%	Jul '26
S&P 500 Volatility Index	16.46	-2.4%	6.8%	-4.3%	5.0%	-9.4%	-20.3%	-13.8%	10.1%	-14.8%	1.0%	7.8%	-68.5%	-68.5%	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	49.96		0.12%	0.2%	0.2%	0.1%	1.0%	2.6%	6.1%	1.7%	18.6%	19.2%	7.1%	6.4%	-0.4%	Aug '26
Interm Muni- JPMorgan	48.18		0.8%	1.6%	-0.4%	-3.3%	-2.6%	-1.2%	4.3%	-1.9%	10.6%	3.1%	1.7%	4.1%	-3.8%	Jul '26
Interm Bond- Janus MSB	42.85		0.5%	0.9%	-0.8%	-3.1%	-3.5%	-1.6%	8.8%	-2.4%	16.9%	0.6%	5.1%	4.0%	-4.5%	Feb '26
Interm Bond- Vanguard	73.54		0.6%	0.8%	-0.1%	-2.3%	-2.9%	-2.2%	8.5%	-2.4%	15.0%	-1.0%	5.0%	3.4%	-4.2%	Feb '26
Multisector Bond- Intrepid	8.71	p	EOD	-0.2%	-0.8%	-0.8%	0.6%	3.0%	8.2%	1.9%	27.2%	31.8%	8.5%	11.4%	-1.3%	Aug '26
Int’l Bond- JPMorgan	46.89		0.2%	0.3%	0.1%	-1.6%	-1.0%	0.1%	8.2%	-0.6%	18.4%	13.3%	5.7%	6.3%	-2.4%	Feb '26
Long Bond- Vanguard	69.97		1.3%	1.8%	-0.5%	-3.3%	-5.0%	-5.6%	7.2%	-3.8%	15.8%	-16.0%	1.9%	5.4%	-6.6%	Oct '25
Long CA Muni- PIMCO	8.88	p	EOD	1.1%	-1.3%	-4.6%	-3.8%	-2.1%	4.4%	-2.9%	12.4%	2.4%	0.8%	3.7%	-5.3%	Jul '26
Long Muni- iShares	54.79		0.6%	1.5%	-0.4%	-3.6%	-2.9%	-1.6%	3.4%	-2.5%	8.7%	0.3%	1.3%	5.1%	-4.3%	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