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VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT

Your Al Research Analyst for investment management,
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S&P 500

New
Return
97.6%
[
22.1%
annualized]
 
Dec 30 2022 - May 29 2026

DJIA (Large Value)

New
Return
54.0%
[
13.5%
annualized]
 
Dec 30 2022 - May 29 2026

Russell 2000 (Small Cap)

-0.9%
BelowPeak May '26
Return
65.2%
[
15.8%
annualized]
 
Dec 30 2022 - May 29 2026

Performance Range:

As of May 29 11:20 AM EDT, next update at 11:30 AM
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 IndexesSymbolLast1 DayYTDBelow PeakPeak Date
S&P 500
7586.35
0.3%
10.8%
New
May '26
DJIA (Large Value)
51062.09
0.8%
6.2%
New
May '26
Russell 2000 (Small Cap)
2908.80
-0.9%
17.2%
-0.9%
May '26
NASDAQ Comp (Tech/Growth)
26982.53
0.2%
16.1%
New
May '26
Aggregate Bond
99.17
0.2%
0.6%
-1.2%
Feb '26
Corp Bond
109.54
0.3%
0.9%
-0.8%
Feb '26
High Yield Bond
80.32
0.11%
1.6%
New
May '26
Preferred
31.63
0.4%
3.8%
-0.3%
May '26
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
51.49
0.3%
14.0%
-3.5%
Feb '26
Consumer Discretionary/Cyclical
121.34
-0.6%
1.8%
-2.4%
Jan '26
Financial Services
51.65
0.8%
-5.2%
-7.9%
Jan '26
Real Estate
95.89
-0.7%
9.5%
-1.4%
May '26
Communication Services
115.88
-0.7%
-1.2%
-3.2%
Jan '26
Energy
56.14
-1.4%
26.4%
-10.3%
Mar '26
Industrials
173.61
-0.11%
12.2%
-2.7%
Mar '26
Technology
190.45
1.9%
32.4%
New
May '26
Consumer Staples/Defensive
83.04
-1.6%
7.5%
-7.2%
Feb '26
Healthcare
149.56
-0.9%
-3.0%
-6.3%
Feb '26
Utilities
44.47
-0.4%
4.9%
-6.2%
Feb '26
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
158.92
0.4%
12.3%
New
May '26
MSCI Emerging Markets
68.82
0.3%
25.8%
New
May '26
FTSE Europe
89.64
0.7%
7.7%
-0.5%
Feb '26
MSCI Japan
93.28
0.6%
15.5%
-0.7%
Feb '26
MSCI India
48.78
0.2%
-9.8%
-17.0%
Sep '24
MSCI China
55.33
0.6%
-7.9%
-16.4%
Oct '25
International Bond
48.35
0.2%
1.0%
-1.1%
Feb '26
iShares Latin America
34.89
-0.6%
14.6%
-8.4%
Apr '26
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
695.80
0.3%
11.3%
New
May '26
US Large Growth
127.88
0.6%
8.2%
New
May '26
US Large Value
238.16
0.05%
13.7%
-0.1%
May '26
US MidCap Blend
79.01
0.3%
9.3%
New
May '26
US MidCap Growth
298.09
0.4%
7.0%
New
May '26
US MidCap Value
194.97
0.2%
10.5%
-0.1%
May '26
US Small Blend
293.27
-0.3%
14.1%
-0.3%
May '26
US Small Growth
379.39
-0.9%
17.5%
-0.9%
May '26
US Small Value
213.89
-0.7%
18.4%
-0.7%
May '26
Foreign Large Blend
105.38
0.7%
9.7%
-0.3%
Feb '26
Foreign Growth
124.16
0.9%
9.0%
New
May '26
Foreign Value
79.07
0.6%
10.7%
-1.1%
Feb '26
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.01
0.04%
0.6%
-0.4%
May '26
Ultra Short- Janus AAA CLO
50.54
-0.3%
1.5%
-0.3%
May '26
Bank Loan- Invesco
20.50
0.02%
-0.4%
-0.8%
May '26
Interval CEF- Cliffwater
10.42p
EOD
2.2%
New
May '26
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
59.12
0.05%
11.0%
New
May '26
Int’l Min Volatility- Franklin
41.04
-0.2%
11.9%
-1.4%
May '26
MidCap 30 - Hennessy (hi fee)
28.97p
EOD
19.4%
New
May '26
Small Value- Avantis
120.41
-0.6%
18.4%
-0.8%
May '26
Mid Value- Pacer Cash Cows
65.01
0.6%
8.4%
New
May '26
Growth- S&P Momentum
150.79
0.4%
26.7%
New
May '26
Invesco S&P Quality
85.47
0.04%
14.3%
-0.2%
May '26
Rotation Factor- BlackRock
67.49
0.2%
11.3%
New
May '26
US Min Volatility- Fidelity
70.40
-0.01%
5.9%
New
May '26
Derivative Income- JPMorgan
56.09
-0.2%
0.7%
-4.3%
Feb '26
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
17.33p
EOD
9.6%
-0.6%
May '26
Multistrategy- AQR
14.70p
EOD
4.9%
-0.5%
May '26
Long Short- AQR
20.84p
EOD
-1.5%
-2.1%
Dec '25
Mkt Neutral- BlackRock
15.99p
EOD
9.7%
-0.4%
May '26
Multi Strategy- Variant
25.91p
EOD
1.5%
-0.8%
May '26
Long Short- First Trust
74.60
0.2%
5.2%
-0.2%
May '26
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
382.77
-1.9%
22.4%
-4.9%
May '26
Meta (Communications)
628.10
-1.1%
-4.8%
-20.3%
Aug '25
Amazon (Cyclical)
272.30
-0.6%
18.0%
-1.0%
May '26
Tesla (Cyclical)
432.37
-2.2%
-3.9%
-11.7%
Dec '25
Procter & Gamble (Defensive)
144.03
-1.3%
2.0%
-16.5%
Dec '24
PepsiCo (Defensive)
144.10
-1.5%
1.3%
-18.7%
May '23
Coca-Cola (Defensive)
79.44
-1.2%
14.4%
-3.0%
May '26
Exxon Mobil (Energy)
145.33
-1.1%
22.4%
-14.7%
Mar '26
Chevron (Energy)
181.01
-1.1%
19.9%
-14.3%
Mar '26
JPMorgan Chase (Financial)
297.58
0.3%
-6.8%
-10.6%
Jan '26
Visa (Financial)
330.79
1.8%
-5.3%
-10.7%
Jun '25
Mastercard (Financial)
498.43
0.9%
-12.4%
-16.4%
Aug '25
Bank of America (Financial)
51.44
1.3%
-6.0%
-9.6%
Jan '26
UnitedHealth (Health)
377.90
-1.2%
15.4%
-37.4%
Nov '24
Johnson & Johnson (Health)
227.26
-1.5%
10.4%
-8.6%
Mar '26
Eli Lilly (Health)
1095.93
-2.7%
2.3%
-2.7%
May '26
Union Pacific (Industrials)
260.33
-2.5%
13.1%
-6.8%
May '26
Honeywell (Industrials)
236.72
1.6%
22.6%
-4.0%
Mar '26
Nvidia (IT)
215.18
0.4%
15.4%
-8.7%
May '26
Broadcom (IT)
439.69
3.1%
27.3%
New
May '26
Adobe (IT)
254.11
5.2%
-27.4%
-60.0%
Feb '24
Oracle (IT)
219.37
7.7%
13.2%
-32.7%
Sep '25
salesforce.com (IT)
191.04
8.4%
-27.7%
-47.5%
Dec '24
Linde PLC (Materials)
498.77
-0.6%
17.4%
-3.6%
May '26
Sherwin-Williams (Materials)
305.32
0.06%
-5.6%
-22.8%
Nov '24
American Tower (Real Estate)
186.29
-0.2%
7.2%
-18.5%
Sep '24
Prologis Inc. (Real Estate)
143.69
-1.3%
13.5%
-2.2%
May '26
NextEra Energy (Utilities)
86.46
-0.9%
8.4%
-11.7%
Apr '26
Duke Energy (Utilities)
123.43
-0.3%
7.1%
-6.7%
Mar '26
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
16.10p
EOD
2.9%
New
May '26
Moderate-60% Stock
69.71
0.3%
7.7%
New
May '26
Mod Agg-80% Stock
55.81p
EOD
10.0%
New
May '26
Aggressive-90% Stock
34.28p
EOD
13.2%
New
May '26
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
73486.05
-0.07%
-16.0%
-41.1%
Oct '25
Ethereum
2013.03
0.3%
-32.2%
-58.3%
Aug '25
BNB
637.47
0.00%
-26.2%
-51.3%
Oct '25
Solana
82.00
0.02%
-34.1%
-68.7%
Jan '25
Bitcoin ETF
41.62
0.1%
-16.2%
-41.6%
Oct '25
Grayscale Bitcoin (hi fee)
57.06
0.2%
-16.5%
-42.0%
Oct '25
Bloomberg Commodities
24.42
-0.6%
25.0%
-5.8%
May '26
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.98
-0.12%
2.9%
-3.9%
May '26
10yr Treasury rate
4.44
-0.3%
6.7%
-11.0%
Oct '23
5yr Treasury rate
4.14
-0.6%
11.1%
-16.6%
Oct '23
13-week T-bill
3.58
-0.1%
1.1%
-33.0%
Oct '23
Crude Oil
86.76
-2.4%
51.1%
-23.2%
Apr '26
Gold
4620.00
2.7%
6.8%
-13.1%
Jan '26
USD/EUR
0.86
-0.2%
0.6%
-12.3%
Jan '25
USD/JPY
159.19
-0.04%
1.8%
-1.5%
Jul '24
S&P 500 Volatility Index
15.64
-0.6%
4.6%
-70.1%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
50.67
0.10%
1.2%
New
May '26
Interm Muni- JPMorgan
50.47
0.2%
1.1%
-0.7%
Feb '26
Interm Bond- Janus MSB
45.15
-0.2%
0.5%
-1.6%
Feb '26
Interm Bond- Vanguard
76.92
0.2%
0.1%
-1.7%
Feb '26
Multisector Bond- Intrepid
9.02p
EOD
2.4%
New
May '26
Int’l Bond- JPMorgan
48.40
0.3%
1.1%
-0.7%
Feb '26
Long Bond- Vanguard
75.59
0.3%
1.5%
-1.6%
Oct '25
Long CA Muni- PIMCO
9.41p
EOD
0.5%
-1.0%
Feb '26
Long Muni- iShares
57.35
0.2%
0.8%
-1.1%
Feb '26

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