VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

73.8%

[

18.8%

annualized]

Dec 30 2022 - Mar 12 2026

-4.4%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.8%

[

11.3%

annualized]

Dec 30 2022 - Mar 12 2026

-7.0%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

41.3%

[

11.4%

annualized]

Dec 30 2022 - Mar 12 2026

-8.5%

Below
Peak
Jan '26

Performance Range:

As of Mar 12 09:50 PM EDT, next update at 10:00 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	6672.62	-1.5%	-1.0%	-2.4%	-2.3%	1.3%	20.8%	16.4%	-2.5%	73.1%	69.2%	39.1%	86.5%	-4.4%	Jan '26
DJIA (Large Value)	46677.85	-1.6%	-1.7%	-5.7%	-3.7%	1.8%	14.4%	13.0%	-2.9%	46.7%	42.4%	27.6%	59.8%	-7.0%	Feb '26
Russell 2000 (Small Cap)	2488.99	-2.1%	-1.4%	-6.0%	-2.4%	3.8%	24.8%	11.3%	0.3%	42.7%	5.8%	9.5%	47.5%	-8.5%	Jan '26
NASDAQ Comp (Tech/Growth)	22311.98	-1.8%	-0.3%	-1.0%	-3.8%	0.8%	28.9%	20.4%	-4.0%	99.4%	67.5%	40.9%	114.2%	-6.9%	Oct '25
Aggregate Bond	99.29	-0.4%	-0.8%	-1.4%	0.1%	0.4%	4.5%	7.2%	-0.3%	11.7%	1.2%	0.2%	17.0%	-1.8%	Feb '26
Corp Bond	108.57	-0.5%	-1.4%	-2.4%	-0.7%	-1.3%	4.8%	7.9%	-1.1%	15.3%	1.3%	-2.4%	23.8%	-2.5%	Feb '26
High Yield Bond	79.35	-0.6%	-0.4%	-1.4%	-0.6%	0.4%	6.6%	8.6%	-1.1%	29.0%	19.7%	15.2%	34.8%	-1.8%	Jan '26
Preferred	30.85	-0.6%	-0.9%	-2.6%	-0.2%	-1.6%	5.2%	4.9%	-0.3%	23.2%	8.1%	1.0%	23.9%	-3.3%	Jan '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	49.68	-0.3%	-0.4%	-6.8%	10.6%	9.4%	19.4%	9.9%	9.5%	36.1%	39.4%	20.5%	54.7%	-7.3%	Feb '26
Consumer Discretionary/Cyclical	111.52	-2.3%	-2.6%	-4.0%	-7.4%	-6.2%	16.8%	7.4%	-6.6%	65.2%	39.2%	9.7%	65.0%	-10.4%	Jan '26
Financial Services	48.83	-1.6%	-3.4%	-5.5%	-10.8%	-8.6%	4.4%	14.9%	-10.8%	62.0%	53.1%	32.3%	70.2%	-13.4%	Jan '26
Real Estate	92.01	-0.7%	-1.6%	-2.7%	3.8%	1.0%	8.2%	3.3%	4.0%	26.7%	20.9%	-6.5%	37.2%	-4.1%	Mar '26
Communication Services	115.27	-1.5%	-1.9%	0.6%	-0.8%	-1.1%	23.0%	23.1%	-2.1%	127.8%	62.1%	53.6%	150.5%	-4.0%	Jan '26
Energy	57.51	0.9%	1.7%	5.8%	27.4%	32.0%	36.3%	7.9%	28.6%	57.2%	159.1%	131.7%	60.5%	New Peak	Mar '26
Industrials	165.24	-2.5%	-2.8%	-5.1%	5.8%	9.8%	30.1%	19.3%	6.5%	75.7%	84.3%	67.7%	105.0%	-7.6%	Mar '26
Technology	137.84	-1.8%	0.4%	-1.2%	-3.9%	2.1%	33.6%	24.6%	-4.3%	106.4%	118.1%	62.1%	142.4%	-9.2%	Oct '25
Consumer Staples/Defensive	84.25	-0.4%	-1.8%	-5.9%	6.9%	6.5%	9.1%	1.5%	8.5%	27.8%	45.2%	21.5%	36.0%	-6.4%	Feb '26
Healthcare	150.16	-1.8%	-1.7%	-4.8%	-2.1%	9.7%	6.2%	14.5%	-3.0%	25.9%	41.9%	14.9%	30.0%	-6.3%	Feb '26
Utilities	46.50	0.7%	-0.5%	0.0%	9.4%	10.3%	23.6%	16.0%	8.9%	55.9%	73.4%	48.1%	67.1%	-2.6%	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	140.45	-1.7%	-0.9%	-3.8%	-0.1%	3.9%	24.0%	22.4%	-0.7%	72.0%	61.2%	41.7%	92.6%	-5.5%	Feb '26
MSCI Emerging Markets	56.95	-3.2%	-0.6%	-6.8%	6.5%	10.5%	33.2%	34.0%	4.1%	61.9%	18.6%	27.7%	79.8%	-10.0%	Feb '26
FTSE Europe	83.30	-1.5%	-1.1%	-6.1%	1.7%	6.2%	21.0%	35.8%	-0.4%	57.8%	54.1%	37.9%	102.1%	-7.9%	Feb '26
MSCI Japan	84.19	-1.8%	-0.7%	-10.3%	4.0%	8.2%	27.2%	25.9%	4.3%	63.7%	37.9%	39.0%	89.3%	-10.4%	Feb '26
MSCI India	48.52	-1.5%	-2.9%	-8.3%	-8.7%	-8.7%	0.0%	2.7%	-10.2%	26.5%	21.8%	5.1%	20.8%	-17.4%	Sep '24
MSCI China	57.68	-1.1%	1.7%	-4.4%	-5.1%	-8.7%	5.7%	31.0%	-4.0%	32.5%	-23.6%	1.9%	56.0%	-12.8%	Oct '25
International Bond	48.08	-0.4%	-0.7%	-1.3%	-0.1%	0.1%	3.4%	2.9%	-0.3%	11.7%	0.8%	1.1%	17.1%	-2.1%	Feb '26
iShares Latin America	33.69	-3.5%	-0.4%	-7.1%	9.8%	23.5%	54.0%	52.7%	10.6%	71.8%	72.9%	91.6%	71.9%	-9.7%	Feb '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	612.50	-1.5%	-1.0%	-2.3%	-2.0%	1.9%	22.3%	17.8%	-2.3%	80.3%	81.5%	47.7%	95.7%	-4.3%	Jan '26
US Large Growth	443.30	-1.8%	-0.8%	-0.9%	-5.9%	-3.5%	23.6%	18.3%	-6.3%	100.0%	89.8%	47.8%	117.0%	-9.8%	Oct '25
US Large Value	214.67	-1.3%	-1.4%	-4.0%	1.9%	6.9%	19.6%	15.7%	2.1%	55.3%	55.3%	38.0%	67.5%	-4.8%	Feb '26

US MidCap Blend	289.14	-1.7%	-2.5%	-4.3%	-1.4%	-0.2%	16.6%	11.6%	-0.4%	49.9%	39.4%	21.6%	62.2%	-5.8%	Feb '26
US MidCap Growth	263.55	-2.4%	-3.0%	-3.6%	-6.7%	-9.3%	11.7%	10.7%	-5.6%	45.8%	26.4%	7.9%	59.3%	-11.4%	Oct '25
US MidCap Value	183.10	-1.4%	-2.3%	-4.8%	2.3%	6.6%	19.5%	12.1%	3.2%	50.5%	49.1%	33.4%	61.3%	-5.9%	Feb '26

US Small Blend	260.75	-2.1%	-1.7%	-5.6%	-0.4%	2.8%	21.4%	8.9%	1.1%	49.5%	26.7%	21.7%	57.9%	-6.9%	Feb '26
US Small Growth	316.45	-2.6%	-1.2%	-5.5%	-4.7%	1.5%	25.1%	12.9%	-2.0%	48.6%	3.2%	9.8%	55.9%	-10.5%	Jan '26
US Small Value	187.21	-1.7%	-1.7%	-6.4%	0.5%	7.8%	27.7%	12.4%	3.3%	47.2%	21.4%	20.6%	51.9%	-6.8%	Feb '26

Foreign Large Blend	97.46	-1.6%	-0.8%	-6.5%	2.8%	6.7%	22.8%	31.6%	1.5%	57.5%	49.4%	39.2%	93.5%	-7.8%	Feb '26
Foreign Growth	114.25	-1.2%	-0.6%	-6.3%	1.2%	2.5%	15.5%	20.7%	0.3%	37.8%	23.9%	10.9%	68.0%	-7.4%	Feb '26
Foreign Value	73.37	-1.8%	-1.1%	-6.7%	4.5%	10.7%	30.4%	42.2%	2.7%	78.2%	76.8%	72.1%	120.7%	-8.2%	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	23.01		0.1%	0.7%	0.1%	-1.5%	-1.7%	2.4%	3.6%	-1.2%	22.8%	27.3%	23.8%	29.5%	-2.0%	Jan '26
Ultra Short- Janus AAA CLO	50.46		0.04%	0.2%	-0.2%	0.6%	1.8%	4.9%	5.2%	0.1%	20.9%	24.5%	23.5%	25.7%	-0.3%	Jan '26
Bank Loan- Invesco	20.50		-0.2%	0.7%	-0.2%	-1.0%	0.9%	5.6%	6.9%	-1.4%	26.4%	27.5%	25.1%	31.4%	-1.7%	Jan '26
Interval CEF- Cliffwater	10.52	p	EOD	0.1%	0.3%	1.3%	3.3%	7.8%	8.9%	0.8%	36.7%	60.0%	48.3%	41.6%	New Peak	Mar '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	52.17	-1.7%	-1.1%	-3.8%	-1.3%	1.7%	22.9%	17.7%	-2.2%	83.7%	100.0%	82.3%	101.4%	-5.5%	Feb '26
Int’l Min Volatility- Franklin	39.66	-0.5%	0.4%	-2.0%	8.8%	17.4%	29.9%	27.1%	7.7%	81.4%	112.8%	92.1%	106.2%	-4.6%	Feb '26
MidCap 30 - Hennessy (hi fee)	23.78	-1.9%	-1.3%	-6.5%	-4.0%	-1.6%	13.6%	3.0%	-2.0%	71.0%	86.6%	82.9%	88.0%	-10.2%	Feb '26
Small Value- Avantis	106.51	-1.4%	-2.0%	-7.3%	1.7%	7.2%	27.5%	7.4%	4.4%	54.5%	52.5%	41.3%	62.2%	-7.8%	Feb '26
Mid Value- Pacer Cash Cows	62.44	-0.9%	-1.7%	-2.7%	2.9%	10.2%	18.7%	9.0%	3.8%	46.7%	72.8%	43.4%	55.1%	-3.8%	Feb '26
Growth- S&P Momentum	117.17	-1.3%	-0.9%	-0.9%	-1.4%	-2.4%	28.7%	26.6%	-1.8%	129.0%	138.0%	90.7%	134.4%	-5.4%	Oct '25
Invesco S&P Quality	76.14	-1.8%	-1.6%	-4.1%	0.6%	5.7%	18.0%	13.2%	1.5%	77.6%	87.7%	50.9%	98.9%	-5.9%	Feb '26
Rotation Factor- BlackRock	59.55	-1.4%	-0.7%	-1.6%	-1.6%	2.5%	25.3%	20.0%	-2.1%	102.8%	94.2%	65.5%	124.3%	-3.9%	Feb '26
US Min Volatility- Fidelity	66.17	-1.1%	-1.8%	-2.1%	-0.9%	1.5%	13.0%	11.8%	-0.9%	53.5%	64.0%	34.8%	64.5%	-3.6%	Feb '26
Derivative Income- JPMorgan	57.18	-1.3%	-1.6%	-3.0%	0.4%	3.8%	10.0%	8.1%	0.5%	38.0%	52.8%	30.1%	48.6%	-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	16.35		0.2%	0.8%	1.7%	3.8%	2.6%	8.6%	6.5%	3.4%	29.4%	36.2%	33.9%	33.4%	New Peak	Mar '26
Multistrategy- AQR	14.42	p	EOD	0.3%	0.8%	4.3%	6.6%	14.1%	16.4%	2.9%	46.0%	77.5%	69.1%	51.1%	-1.2%	Feb '26
Long Short- AQR	20.68	p	EOD	0.4%	0.0%	-0.9%	7.1%	23.9%	34.4%	-2.3%	105.3%	194.5%	152.3%	140.6%	-2.9%	Dec '25
Mkt Neutral- BlackRock	14.87	p	EOD	-0.5%	2.8%	3.4%	5.9%	17.8%	18.3%	2.0%	64.0%	67.0%	72.4%	73.0%	-0.8%	Mar '26
Multi Strategy- Variant	26.55	p	EOD	0.1%	0.6%	1.3%	3.4%	6.7%	7.2%	0.9%	22.1%	47.7%	34.9%	26.5%	New Peak	Mar '26
Long Short- First Trust	70.06		-0.7%	-0.3%	-1.1%	-0.9%	2.5%	11.7%	9.1%	-1.3%	50.4%	60.4%	41.7%	56.7%	-2.8%	Feb '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)	303.55	-1.7%	1.8%	-0.7%	-1.9%	26.1%	87.0%	66.0%	-3.0%	235.7%	198.4%	110.9%	213.5%	-11.7%	Feb '26
Meta (Communications)	638.18	-2.5%	-1.0%	-0.2%	-0.9%	-15.4%	8.4%	13.1%	-3.3%	255.2%	139.4%	89.8%	404.0%	-19.1%	Aug '25
Amazon (Cyclical)	209.53	-1.5%	-1.7%	5.4%	-7.4%	-8.2%	8.1%	5.2%	-9.2%	126.7%	35.6%	23.0%	85.6%	-17.5%	Nov '25
Tesla (Cyclical)	395.01	-3.1%	-0.4%	-5.4%	-13.9%	-0.2%	64.1%	11.4%	-12.2%	126.4%	70.8%	-1.2%	81.8%	-19.4%	Dec '25
Procter & Gamble (Defensive)	150.50	-1.8%	-2.0%	-6.0%	6.1%	-3.3%	-8.3%	-12.3%	5.8%	17.6%	33.2%	2.9%	32.3%	-13.4%	Dec '24
PepsiCo (Defensive)	158.86	-0.8%	-0.4%	-3.4%	6.4%	12.8%	11.4%	-1.8%	11.7%	1.2%	39.4%	5.0%	5.1%	-10.4%	May '23
Coca-Cola (Defensive)	77.61	-0.03%	0.7%	-1.4%	10.1%	17.5%	14.8%	15.6%	11.0%	42.0%	77.6%	47.5%	55.1%	-4.8%	Feb '26
Exxon Mobil (Energy)	153.53	1.3%	1.5%	3.4%	30.1%	39.0%	46.1%	16.0%	28.4%	59.6%	200.1%	180.4%	75.5%	-0.6%	Feb '26
Chevron (Energy)	196.97	2.7%	3.7%	8.2%	32.6%	28.0%	34.0%	10.1%	30.5%	40.9%	117.4%	96.0%	44.2%	New Peak	Mar '26
JPMorgan Chase (Financial)	282.89	-1.6%	-2.3%	-6.5%	-10.8%	-7.0%	28.2%	37.3%	-11.8%	131.4%	105.7%	95.2%	195.3%	-15.5%	Jan '26
Visa (Financial)	306.50	-0.8%	-3.4%	-2.4%	-11.7%	-9.3%	-6.0%	11.8%	-12.4%	46.2%	41.7%	42.9%	76.6%	-17.4%	Jun '25
Mastercard (Financial)	497.31	-1.3%	-4.8%	-4.1%	-12.9%	-14.1%	-3.8%	9.0%	-12.8%	46.8%	33.7%	37.4%	78.9%	-16.7%	Aug '25
Bank of America (Financial)	47.13	-2.9%	-3.1%	-9.8%	-14.0%	-5.8%	21.5%	28.0%	-13.8%	78.7%	40.3%	13.6%	72.7%	-17.2%	Jan '26
UnitedHealth (Health)	277.05	-2.9%	-2.5%	-5.5%	-19.0%	-20.4%	-41.3%	-33.1%	-16.1%	-37.1%	-15.9%	-41.0%	-41.3%	-54.4%	Nov '24
Johnson & Johnson (Health)	242.04	-0.4%	0.7%	-0.1%	15.0%	37.5%	52.6%	47.5%	17.6%	72.9%	74.6%	59.5%	64.9%	-2.6%	Mar '26
Eli Lilly (Health)	977.25	-2.3%	-1.3%	-6.0%	-4.7%	29.8%	22.8%	40.2%	-8.9%	207.9%	393.7%	273.9%	209.7%	-11.8%	Nov '25
Union Pacific (Industrials)	244.10	-2.8%	-3.9%	-5.9%	2.3%	14.8%	6.6%	3.9%	6.1%	34.0%	27.6%	8.7%	37.9%	-8.6%	Mar '26
Honeywell (Industrials)	233.40	-2.5%	-0.8%	-2.8%	21.1%	18.4%	22.4%	-6.4%	20.2%	36.8%	28.0%	31.0%	54.4%	-5.9%	Mar '26
Nvidia (IT)	183.14	-1.6%	3.0%	0.2%	4.6%	3.0%	58.5%	38.9%	-1.8%	698.1%	1328.1%	509.2%	1494.5%	-11.5%	Oct '25
Broadcom (IT)	335.97	-1.6%	1.7%	3.3%	-6.5%	-6.3%	77.2%	50.6%	-2.9%	470.0%	727.8%	446.8%	722.9%	-18.5%	Dec '25
Adobe (IT)	269.78	-1.4%	-4.9%	2.2%	-24.3%	-22.8%	-28.6%	-21.3%	-22.9%	-16.8%	-39.3%	-52.2%	-5.7%	-57.5%	Feb '24
Oracle (IT)	159.16	-2.4%	4.1%	-0.6%	-16.0%	-45.3%	8.9%	18.1%	-18.1%	94.3%	153.8%	91.7%	159.7%	-51.3%	Sep '25
salesforce.com (IT)	199.28	2.7%	-1.4%	5.0%	-23.9%	-17.6%	-26.2%	-20.2%	-24.8%	14.9%	-5.0%	-21.0%	41.8%	-45.4%	Dec '24
Linde PLC (Materials)	490.41	1.8%	1.2%	2.0%	17.8%	2.1%	9.3%	3.2%	15.0%	51.8%	94.9%	52.9%	88.5%	-3.7%	Mar '26
Sherwin-Williams (Materials)	317.70	-1.6%	-3.7%	-13.7%	-3.1%	-11.4%	-6.3%	-3.8%	-1.7%	52.7%	40.7%	-2.6%	62.8%	-19.6%	Nov '24
American Tower (Real Estate)	179.86	-1.6%	-4.6%	-6.4%	0.5%	-6.1%	-10.4%	-0.9%	2.4%	1.4%	-3.2%	-28.7%	9.1%	-22.1%	Sep '24
Prologis Inc. (Real Estate)	131.90	-1.9%	-2.0%	-5.1%	2.1%	16.3%	23.8%	25.1%	3.3%	22.5%	49.8%	-9.8%	45.4%	-7.6%	Mar '26
NextEra Energy (Utilities)	91.73	0.08%	0.8%	-1.5%	13.1%	29.8%	29.9%	15.5%	15.0%	36.6%	38.0%	12.3%	39.2%	-3.5%	Feb '26
Duke Energy (Utilities)	131.82	1.4%	-0.5%	2.8%	15.3%	10.0%	15.5%	12.7%	13.4%	57.3%	75.1%	50.3%	75.9%	-0.5%	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	15.76	-0.7%	-0.8%	-1.9%	0.4%	1.5%	8.5%	9.4%	-0.1%	22.3%	11.5%	8.2%	29.7%	-2.5%	Feb '26
Moderate-60% Stock	64.86	-1.2%	-0.9%	-3.0%	0.3%	3.0%	16.6%	16.4%	-0.2%	45.7%	36.2%	25.3%	59.1%	-4.1%	Feb '26
Mod Agg-80% Stock	50.69	-1.5%	-1.0%	-3.4%	0.6%	3.8%	20.9%	19.6%	-0.1%	57.9%	46.2%	32.7%	74.3%	-4.8%	Feb '26
Aggressive-90% Stock	30.30	-1.7%	-0.7%	-3.7%	1.2%	4.7%	23.3%	20.9%	0.1%	59.3%	47.7%	31.6%	75.8%	-5.7%	Feb '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	71606.55	2.0%	5.1%	4.0%	-20.7%	-38.3%	-11.7%	-6.3%	-18.2%	195.9%	24.9%	54.1%	273.8%	-42.6%	Oct '25
Ethereum	2126.72	3.7%	7.5%	3.8%	-31.0%	-54.9%	14.2%	-11.0%	-28.3%	26.6%	20.0%	-43.5%	64.2%	-56.0%	Aug '25
BNB	660.77	1.4%	5.3%	6.7%	-25.1%	-28.6%	14.1%	23.1%	-23.5%	113.9%	150.6%	29.0%	143.9%	-49.6%	Oct '25
Solana	90.58	4.6%	7.0%	7.4%	-31.5%	-62.6%	-26.5%	-34.2%	-27.2%	343.3%	522.4%	-46.8%	190.6%	-65.4%	Jan '25
Bitcoin ETF	39.95	-0.3%	3.5%	2.5%	-22.0%	-39.8%	-12.2%	-6.4%	-19.5%	-	-	-	-	-44.0%	Oct '25
Grayscale Bitcoin (hi fee)	54.89	-0.3%	3.4%	2.3%	-22.2%	-40.2%	-13.4%	-7.6%	-19.7%	380.3%	21.5%	77.3%	442.0%	-44.2%	Oct '25
Bloomberg Commodities	24.21	2.0%	3.0%	15.5%	24.8%	32.5%	33.6%	14.9%	24.0%	46.7%	80.8%	57.4%	36.5%	New Peak	Mar '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	4.88	0.6%	2.7%	4.0%	0.6%	4.4%	6.3%	1.1%	0.9%	33.3%	103.4%	142.3%	25.8%	-4.3%	Oct '23
10yr Treasury rate	4.27	1.5%	3.4%	5.4%	1.9%	5.2%	0.0%	-9.0%	2.6%	21.6%	161.3%	162.5%	9.5%	-14.3%	Oct '23
5yr Treasury rate	3.88	2.7%	4.5%	7.6%	3.5%	7.1%	-3.6%	-15.0%	4.4%	5.9%	358.6%	184.5%	-5.5%	-21.7%	Oct '23
13-week T-bill	3.61	0.1%	1.0%	0.3%	2.3%	-8.2%	-13.9%	-15.7%	1.6%	-22.6%	14320.0%	6701.9%	2.0%	-32.6%	Oct '23
Crude Oil	95.52	-0.2%	5.1%	51.9%	66.3%	52.4%	43.5%	-19.9%	66.4%	27.7%	45.6%	25.6%	9.5%	-0.2%	Mar '26
Gold	5120.90	0.10%	-0.5%	2.0%	19.1%	40.3%	71.6%	64.5%	18.4%	167.9%	197.8%	184.6%	206.6%	-3.7%	Jan '26
USD/EUR	0.87	0.2%	0.8%	3.0%	1.9%	-	-5.5%	-11.4%	2.0%	-7.3%	4.0%	-1.3%	-15.7%	-11.1%	Jan '25
USD/JPY	159.23	0.10%	1.1%	4.2%	2.4%	-	7.4%	-0.4%	1.8%	18.0%	46.7%	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	27.29	12.6%	-7.5%	32.5%	73.4%	84.9%	10.7%	-13.8%	82.5%	2.9%	31.9%	64.4%	-18.7%	-47.9%	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	50.65	-0.2%	-0.7%	-0.7%	0.4%	1.4%	4.6%	6.1%	0.1%	18.9%	18.1%	17.3%	22.5%	-0.9%	Feb '26
Interm Muni- JPMorgan	50.42	-0.2%	-0.6%	-0.9%	0.4%	1.5%	3.9%	4.3%	0.1%	11.2%	6.6%	4.5%	16.0%	-1.4%	Feb '26
Interm Bond- Janus MSB	45.45	-0.4%	-0.8%	-1.4%	0.6%	1.4%	5.8%	8.8%	-0.1%	13.8%	3.3%	3.4%	20.3%	-1.8%	Feb '26
Interm Bond- Vanguard	77.26	-0.4%	-0.9%	-1.4%	-0.1%	0.2%	5.4%	8.5%	-0.5%	13.5%	2.5%	1.6%	19.4%	-1.9%	Feb '26
Multisector Bond- Intrepid	8.88	-0.2%	-0.2%	-0.8%	0.0%	1.1%	6.4%	8.2%	-0.5%	29.0%	34.5%	27.6%	34.2%	-1.3%	Jan '26
Int’l Bond- JPMorgan	47.97	-0.8%	-0.8%	-2.3%	-0.6%	0.0%	5.3%	8.2%	-1.1%	17.3%	13.8%	12.5%	26.3%	-2.6%	Feb '26
Long Bond- Vanguard	74.19	-0.5%	-2.2%	-3.6%	-1.4%	-3.0%	3.3%	7.2%	-1.8%	10.9%	-6.7%	-13.2%	22.6%	-4.7%	Oct '25
Long CA Muni- PIMCO	9.41	-0.3%	-0.7%	-1.2%	0.3%	1.4%	2.9%	3.3%	-0.1%	10.6%	2.6%	0.1%	15.0%	-1.7%	Feb '26
Long Muni- iShares	57.24	-0.4%	-0.8%	-1.3%	0.3%	1.8%	4.0%	3.4%	-0.1%	9.4%	3.5%	1.8%	13.7%	-1.8%	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!

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

S&P 500

Below
Peak
Jan '26

DJIA (Large Value)

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Below
Peak
Jan '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 Jan '26

DJIA (Large Value)

BelowPeak Feb '26

Russell 2000 (Small Cap)

BelowPeak Jan '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

Below
Peak
Jan '26

Below
Peak
Feb '26

Below
Peak
Jan '26