VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT
Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
Learn More
S&P 500
Return
92.8%
[ 20.7%
annualized]Dec 30 2022 - Jun 23 2026
DJIA (Large Value)
Return
56.4%
[ 13.7%
annualized]Dec 30 2022 - Jun 23 2026
Russell 2000 (Small Cap)
Return
70.0%
[ 16.5%
annualized]Dec 30 2022 - Jun 23 2026
Performance Range:
As of Jun 23 12:50 PM EDT, next update at 01:00 PM1)% 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.
To add your own symbols and watchlist to the dashboard, sign up for free.