VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

81.5%

[

21.1%

annualized]

Dec 30 2022 - Feb 09 2026

-0.1%

Below
Peak
Jan '26

DJIA (Large Value)

Return

51.3%

[

14.2%

annualized]

Dec 30 2022 - Feb 09 2026

New Peak

Russell 2000 (Small Cap)

Return

52.7%

[

14.6%

annualized]

Dec 30 2022 - Feb 09 2026

-1.1%

Below
Peak
Jan '26

Performance Range:

As of Feb 09 03:50 PM EDT, next update at 04:00 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	6968.72	0.5%	-0.1%	0.0%	3.6%	9.1%	15.6%	16.4%	1.8%	70.7%	78.2%	45.3%	94.8%	-0.1%	Jan '26
DJIA (Large Value)	50150.20	0.07%	1.5%	1.3%	6.7%	13.5%	13.2%	13.0%	4.3%	48.8%	59.8%	37.1%	71.7%	New Peak	Feb '26
Russell 2000 (Small Cap)	2688.77	0.7%	1.8%	2.5%	10.5%	21.2%	17.9%	11.3%	8.3%	40.4%	17.0%	18.3%	59.3%	-1.1%	Jan '26
NASDAQ Comp (Tech/Growth)	23255.98	1.0%	-1.4%	-1.8%	1.1%	8.4%	19.1%	20.4%	0.1%	97.3%	66.0%	46.9%	123.2%	-2.9%	Oct '25
Aggregate Bond	100.14	0.01%	0.5%	0.3%	0.9%	3.2%	6.8%	7.2%	0.6%	13.0%	-0.5%	1.1%	18.0%	New Peak	Feb '26
Corp Bond	110.53	-0.03%	0.4%	0.3%	1.0%	3.3%	7.5%	7.9%	0.7%	16.1%	-1.5%	-0.6%	26.1%	-0.6%	Oct '25
High Yield Bond	80.91	0.12%	0.2%	0.4%	2.2%	3.8%	8.1%	8.6%	0.8%	28.2%	20.9%	17.4%	37.5%	New Peak	Feb '26
Preferred	31.51	0.13%	0.2%	0.4%	3.0%	4.1%	6.4%	4.9%	2.3%	16.0%	10.7%	3.6%	27.2%	-0.8%	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	52.24	1.4%	5.2%	8.2%	22.4%	19.4%	20.7%	9.9%	15.2%	35.5%	56.8%	26.7%	62.7%	New Peak	Feb '26
Consumer Discretionary/Cyclical	117.73	-0.2%	-3.5%	-5.4%	0.0%	5.6%	5.3%	7.4%	-1.4%	61.1%	42.3%	15.8%	74.2%	-5.5%	Jan '26
Financial Services	53.98	-0.5%	-0.1%	-3.1%	2.6%	4.8%	5.6%	14.9%	-1.4%	55.7%	88.0%	46.2%	88.1%	-4.3%	Jan '26
Real Estate	92.69	0.5%	3.1%	3.6%	3.7%	6.0%	5.2%	3.3%	4.7%	16.6%	25.5%	-5.8%	38.2%	-1.3%	Nov '24
Communication Services	116.86	1.0%	-2.3%	-0.9%	4.6%	9.3%	15.1%	23.1%	-0.7%	117.5%	70.6%	55.8%	154.0%	-2.7%	Jan '26
Energy	53.60	0.7%	7.1%	14.9%	20.7%	28.4%	25.1%	7.9%	19.9%	36.6%	194.9%	115.9%	49.6%	New Peak	Feb '26
Industrials	173.85	0.4%	3.8%	7.4%	13.8%	16.1%	28.3%	19.3%	12.1%	79.5%	108.5%	76.4%	115.7%	New Peak	Feb '26
Technology	143.55	1.7%	-1.2%	-1.8%	-0.2%	8.3%	24.1%	24.6%	-0.3%	108.0%	118.5%	68.8%	152.4%	-5.5%	Oct '25
Consumer Staples/Defensive	87.51	-0.5%	3.6%	10.4%	15.0%	7.7%	13.3%	1.5%	12.7%	31.2%	51.2%	26.2%	41.2%	-0.5%	Feb '26
Healthcare	156.51	-0.8%	0.5%	-0.5%	7.5%	21.3%	8.8%	14.5%	1.1%	25.3%	46.1%	19.8%	35.5%	-2.0%	Jan '26
Utilities	43.49	0.3%	2.0%	2.3%	-2.3%	2.4%	14.5%	16.0%	1.9%	43.6%	60.2%	38.5%	56.3%	-5.7%	Oct '25

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	147.52	0.8%	0.8%	1.9%	6.7%	12.9%	23.6%	22.4%	4.3%	71.2%	68.9%	48.9%	102.3%	New Peak	Feb '26
MSCI Emerging Markets	60.56	0.8%	2.2%	6.0%	12.6%	24.2%	43.6%	34.0%	10.7%	60.8%	19.6%	35.8%	91.2%	-0.3%	Jan '26
FTSE Europe	89.51	1.2%	1.5%	4.4%	13.0%	16.7%	36.2%	35.8%	7.1%	63.0%	69.5%	48.2%	117.2%	New Peak	Feb '26
MSCI Japan	91.42	2.3%	6.4%	8.0%	13.9%	21.8%	39.7%	25.9%	13.2%	73.0%	45.7%	50.9%	105.5%	New Peak	Feb '26
MSCI India	53.47	0.4%	0.4%	0.5%	-0.5%	2.6%	5.9%	2.7%	-1.1%	34.0%	35.3%	15.9%	33.1%	-9.0%	Sep '24
MSCI China	61.95	0.5%	0.6%	-0.4%	-1.4%	7.8%	27.3%	31.0%	3.1%	27.3%	-26.4%	9.5%	67.5%	-6.4%	Oct '25
International Bond	48.56	0.01%	0.3%	0.3%	0.3%	1.4%	2.8%	2.9%	0.7%	14.1%	0.3%	2.1%	18.3%	-0.1%	Oct '25
iShares Latin America	36.78	2.1%	3.2%	15.5%	24.6%	46.0%	65.1%	52.7%	20.8%	80.7%	81.8%	109.2%	87.7%	New Peak	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	639.01	0.6%	-0.1%	0.1%	3.9%	9.7%	17.1%	17.8%	1.9%	78.0%	91.3%	54.1%	104.2%	-0.1%	Jan '26
US Large Growth	461.59	1.0%	-1.3%	-3.1%	-2.0%	3.7%	13.6%	18.3%	-2.5%	99.1%	88.4%	53.8%	125.9%	-6.0%	Oct '25
US Large Value	224.76	0.08%	1.4%	3.3%	10.5%	15.9%	18.4%	15.7%	6.9%	51.3%	72.6%	44.5%	75.3%	New Peak	Feb '26

US MidCap Blend	302.26	0.4%	1.6%	1.2%	5.0%	7.4%	11.1%	11.6%	4.1%	44.6%	47.9%	27.1%	69.5%	New Peak	Feb '26
US MidCap Growth	276.18	0.8%	-0.5%	-3.4%	-3.1%	-2.6%	1.3%	10.7%	-1.1%	43.0%	26.2%	13.1%	66.9%	-7.2%	Oct '25
US MidCap Value	191.30	0.10%	3.0%	4.5%	10.8%	15.1%	18.7%	12.1%	7.9%	43.4%	69.2%	39.3%	68.5%	New Peak	Feb '26

US Small Blend	278.74	0.5%	2.6%	2.6%	10.4%	16.9%	14.1%	8.9%	8.1%	45.3%	38.6%	30.1%	68.8%	New Peak	Feb '26
US Small Growth	342.99	1.0%	1.0%	0.2%	7.1%	18.0%	16.5%	12.9%	6.2%	49.6%	5.3%	19.0%	69.0%	-3.0%	Jan '26
US Small Value	201.18	0.4%	2.7%	5.3%	15.1%	26.2%	22.6%	12.4%	11.0%	41.8%	45.4%	29.6%	63.3%	New Peak	Feb '26

Foreign Large Blend	104.05	1.4%	2.6%	5.3%	12.3%	17.2%	35.4%	31.6%	8.4%	61.5%	60.9%	48.7%	106.6%	New Peak	Feb '26
Foreign Growth	121.56	1.7%	1.5%	2.1%	8.0%	11.9%	22.9%	20.7%	6.7%	41.4%	27.6%	18.0%	78.7%	-0.1%	Jan '26
Foreign Value	78.65	1.0%	3.6%	8.5%	16.5%	22.4%	47.9%	42.2%	10.1%	82.7%	98.4%	84.5%	136.6%	New Peak	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	23.15		0.13%	-0.8%	-1.1%	-0.8%	-0.6%	2.2%	3.6%	-0.7%	22.1%	28.3%	24.4%	30.2%	-1.5%	Jan '26
Ultra Short- Janus AAA CLO	50.68		0.04%	0.0%	0.4%	1.4%	2.7%	4.9%	5.2%	0.6%	21.3%	25.2%	24.0%	26.2%	New Peak	Feb '26
Bank Loan- Invesco	20.68		0.02%	-0.4%	-1.3%	0.4%	2.1%	5.4%	6.9%	-1.0%	24.6%	27.8%	25.7%	32.0%	-1.3%	Jan '26
Interval CEF- Cliffwater	10.48	p	EOD	0.0%	0.2%	1.7%	3.6%	8.1%	8.9%	0.4%	36.6%	60.8%	47.8%	41.1%	-0.1%	Feb '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	55.21		0.8%	0.6%	1.3%	6.2%	9.9%	18.1%	17.7%	3.5%	83.2%	127.6%	92.9%	113.1%	New Peak	Feb '26
Int’l Min Volatility- Franklin	40.13		0.4%	3.6%	7.2%	14.0%	21.9%	34.3%	27.1%	9.0%	80.4%	127.1%	94.4%	108.7%	New Peak	Feb '26
MidCap 30 - Hennessy (hi fee)	26.21	p	EOD	2.2%	2.3%	10.0%	15.9%	8.1%	3.0%	8.0%	83.4%	118.2%	101.6%	107.2%	-0.2%	Jan '26
Small Value- Avantis	115.32		0.11%	4.1%	7.4%	18.4%	25.7%	20.7%	7.4%	13.1%	49.6%	89.4%	53.0%	75.6%	New Peak	Feb '26
Mid Value- Pacer Cash Cows	63.89		-0.2%	2.2%	3.1%	11.5%	16.7%	14.3%	9.0%	6.2%	38.9%	92.1%	46.7%	58.7%	-0.2%	Feb '26
Growth- S&P Momentum	121.67		1.5%	1.2%	1.4%	2.9%	4.2%	20.2%	26.6%	2.0%	127.6%	133.5%	98.1%	143.4%	-1.8%	Oct '25
Invesco S&P Quality	79.85		-0.02%	1.5%	3.2%	9.0%	11.6%	15.5%	13.2%	6.4%	79.2%	96.1%	58.3%	108.6%	New Peak	Feb '26
Rotation Factor- BlackRock	62.00		0.7%	0.1%	0.7%	3.9%	9.9%	18.7%	20.0%	2.0%	99.2%	104.6%	72.3%	133.5%	New Peak	Feb '26
US Min Volatility- Fidelity	68.44		-0.06%	-0.3%	1.0%	4.7%	8.2%	11.8%	11.8%	2.5%	52.4%	69.2%	39.5%	70.1%	-0.3%	Feb '26
Derivative Income- JPMorgan	59.08		-0.05%	1.1%	2.0%	6.8%	9.5%	9.2%	8.1%	3.8%	37.8%	60.9%	34.5%	53.5%	-0.1%	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	15.98	p	EOD	1.1%	1.4%	1.8%	1.0%	5.4%	6.5%	1.1%	27.2%	32.4%	30.9%	30.4%	-0.6%	Aug '25
Multistrategy- AQR	14.34	p	EOD	0.2%	1.4%	3.5%	9.2%	14.2%	16.4%	2.4%	45.0%	78.8%	68.1%	50.2%	-0.3%	Jan '26
Long Short- AQR	20.98	p	EOD	-0.9%	-0.1%	5.8%	13.1%	25.4%	34.4%	-0.9%	107.5%	219.7%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	14.68	p	EOD	-1.2%	-0.7%	5.8%	9.3%	15.6%	18.3%	0.7%	61.5%	68.6%	70.2%	70.8%	-1.2%	Feb '26
Multi Strategy- Variant	26.35	p	EOD	0.1%	0.0%	1.2%	3.2%	6.4%	7.2%	0.1%	22.0%	48.1%	33.9%	25.6%	New Peak	Jan '26
Long Short- First Trust	71.71		0.3%	-0.6%	0.3%	1.4%	7.6%	7.4%	9.1%	1.0%	50.1%	62.2%	45.1%	60.4%	-0.6%	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)	323.61	0.2%	-5.8%	-1.5%	16.1%	60.9%	75.3%	66.0%	3.4%	243.2%	214.2%	124.9%	234.2%	-5.8%	Feb '26
Meta (Communications)	678.16	2.5%	-4.0%	3.8%	9.2%	-11.7%	-4.8%	13.1%	2.7%	283.8%	153.4%	101.7%	435.6%	-14.0%	Aug '25
Amazon (Cyclical)	209.03	-0.6%	-14.0%	-15.5%	-14.5%	-6.1%	-8.8%	5.2%	-9.4%	112.8%	26.5%	22.7%	85.1%	-17.7%	Nov '25
Tesla (Cyclical)	419.03	1.9%	-0.7%	-5.8%	-2.4%	27.1%	15.9%	11.4%	-6.8%	102.1%	48.0%	4.8%	92.9%	-14.5%	Dec '25
Procter & Gamble (Defensive)	157.29	-1.2%	2.7%	11.7%	7.8%	3.9%	-3.8%	-12.3%	10.5%	23.9%	38.7%	7.5%	38.3%	-9.5%	Dec '24
PepsiCo (Defensive)	166.59	-2.3%	7.3%	19.1%	17.7%	17.0%	19.8%	-1.8%	16.1%	6.5%	39.2%	9.2%	9.3%	-6.8%	May '23
Coca-Cola (Defensive)	77.95	-1.4%	3.5%	10.6%	11.3%	12.5%	25.7%	15.6%	11.5%	43.1%	82.3%	48.1%	55.8%	-1.4%	Feb '26
Exxon Mobil (Energy)	150.85	1.2%	9.0%	21.1%	29.8%	43.8%	43.6%	16.0%	25.4%	46.3%	258.5%	173.6%	71.3%	New Peak	Feb '26
Chevron (Energy)	182.26	0.8%	4.7%	12.4%	18.9%	20.2%	25.0%	10.1%	19.6%	22.7%	147.8%	79.6%	32.2%	New Peak	Feb '26
JPMorgan Chase (Financial)	322.13	-0.08%	4.5%	-2.1%	3.0%	12.6%	19.2%	37.3%	0.4%	146.3%	162.1%	122.3%	236.3%	-3.7%	Jan '26
Visa (Financial)	326.14	-1.6%	-2.3%	-6.8%	-2.7%	-2.8%	-5.6%	11.8%	-7.0%	45.2%	63.8%	51.8%	87.6%	-12.3%	Jun '25
Mastercard (Financial)	537.25	-2.1%	-3.3%	-6.7%	-2.5%	-6.2%	-4.0%	9.0%	-5.7%	47.6%	65.8%	48.5%	93.2%	-10.0%	Aug '25
Bank of America (Financial)	56.42	-0.2%	4.4%	1.0%	6.6%	23.9%	21.8%	28.0%	2.6%	70.9%	93.2%	35.2%	105.6%	-1.5%	Jan '26
UnitedHealth (Health)	276.13	-0.2%	-3.3%	-19.7%	-14.3%	11.5%	-46.3%	-33.1%	-16.4%	-39.9%	-9.1%	-41.2%	-41.5%	-54.6%	Nov '24
Johnson & Johnson (Health)	239.21	-0.3%	3.7%	17.0%	29.0%	39.9%	61.0%	47.5%	15.6%	62.4%	65.8%	56.8%	62.1%	-0.3%	Feb '26
Eli Lilly (Health)	1048.59	-0.9%	0.4%	-1.4%	13.6%	68.2%	20.3%	40.2%	-2.4%	214.2%	447.8%	300.6%	231.8%	-5.5%	Nov '25
Union Pacific (Industrials)	254.43	0.7%	8.2%	11.4%	15.5%	15.9%	7.6%	3.9%	10.0%	34.6%	39.0%	12.7%	43.0%	New Peak	Feb '26
Honeywell (Industrials)	240.09	0.7%	5.5%	15.8%	24.5%	19.1%	26.7%	-6.4%	23.1%	36.4%	39.6%	34.1%	58.0%	New Peak	Feb '26
Nvidia (IT)	190.24	2.6%	2.5%	2.9%	1.1%	4.1%	46.6%	38.9%	2.0%	752.5%	1237.5%	532.8%	1556.3%	-8.1%	Oct '25
Broadcom (IT)	345.32	3.7%	4.3%	0.1%	-1.0%	13.6%	54.9%	50.6%	-0.2%	502.5%	708.7%	462.0%	745.8%	-16.2%	Dec '25
Adobe (IT)	267.04	-0.5%	-9.0%	-20.0%	-18.3%	-21.7%	-38.3%	-21.3%	-23.7%	-28.9%	-46.2%	-52.7%	-6.7%	-57.9%	Feb '24
Oracle (IT)	157.17	10.0%	-1.8%	-20.8%	-34.1%	-36.9%	-9.0%	18.1%	-19.2%	88.0%	164.3%	89.3%	156.4%	-51.9%	Sep '25
salesforce.com (IT)	193.50	1.1%	-8.2%	-25.6%	-19.2%	-19.3%	-40.2%	-20.2%	-27.0%	12.8%	-17.3%	-23.3%	37.6%	-47.0%	Dec '24
Linde PLC (Materials)	456.45	1.8%	-0.8%	2.8%	8.9%	-2.7%	1.7%	3.2%	7.0%	42.7%	91.3%	42.3%	75.4%	-5.3%	Sep '25
Sherwin-Williams (Materials)	361.41	-0.2%	1.4%	2.3%	6.5%	3.1%	1.1%	-3.8%	11.5%	60.4%	59.0%	10.5%	84.7%	-8.8%	Nov '24
American Tower (Real Estate)	173.84	1.5%	0.1%	3.2%	-1.4%	-14.3%	-4.7%	-0.9%	-1.0%	-10.6%	-13.1%	-31.1%	5.4%	-24.7%	Sep '24
Prologis Inc. (Real Estate)	137.14	0.1%	5.8%	6.0%	10.0%	31.9%	21.0%	25.1%	7.4%	17.8%	46.9%	-6.2%	51.1%	New Peak	Feb '26
NextEra Energy (Utilities)	89.57	0.12%	3.8%	12.1%	7.4%	25.5%	35.3%	15.5%	11.6%	33.4%	21.4%	8.9%	35.0%	-0.4%	Feb '26
Duke Energy (Utilities)	121.88	0.02%	2.0%	4.3%	-0.6%	-1.1%	9.8%	12.7%	4.0%	40.7%	58.9%	37.8%	61.3%	-4.7%	Oct '25

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	15.96	p	EOD	0.3%	0.4%	1.9%	4.7%	9.2%	9.4%	1.2%	23.0%	11.0%	9.6%	31.3%	New Peak	Feb '26
Moderate-60% Stock	67.07		0.5%	0.9%	1.6%	4.9%	9.5%	17.6%	16.4%	3.2%	45.6%	40.2%	29.6%	64.5%	New Peak	Feb '26
Mod Agg-80% Stock	52.43	p	EOD	0.3%	1.2%	5.6%	10.8%	20.2%	19.6%	3.4%	56.4%	50.8%	37.3%	80.3%	-0.3%	Jan '26
Aggressive-90% Stock	31.52	p	EOD	0.1%	1.6%	6.6%	12.4%	22.1%	20.9%	4.1%	57.7%	52.9%	36.9%	82.8%	-0.4%	Jan '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	70747.74	0.7%	-10.1%	-21.8%	-31.6%	-39.4%	-26.7%	-6.3%	-19.2%	224.2%	52.2%	52.3%	269.3%	-43.3%	Oct '25
Ethereum	2126.48	1.8%	-9.3%	-31.0%	-38.1%	-47.0%	-18.9%	-11.0%	-28.3%	37.5%	20.3%	-43.5%	64.2%	-56.0%	Aug '25
BNB	640.73	0.08%	-17.3%	-28.4%	-35.3%	-19.2%	10.8%	23.1%	-25.8%	109.4%	493.8%	25.1%	136.5%	-51.1%	Oct '25
Solana	87.67	0.7%	-16.1%	-35.4%	-45.8%	-50.4%	-54.4%	-34.2%	-29.6%	328.7%	1021.6%	-48.5%	181.3%	-66.5%	Jan '25
Bitcoin ETF	40.14	1.2%	-9.2%	-21.5%	-31.8%	-39.3%	-26.3%	-6.4%	-19.2%	-	-	-	-	-43.7%	Oct '25
Grayscale Bitcoin (hi fee)	55.21	1.1%	-9.2%	-21.7%	-32.1%	-39.7%	-27.2%	-7.6%	-19.2%	475.0%	27.6%	78.3%	445.2%	-43.9%	Oct '25
Bloomberg Commodities	21.19	0.5%	2.7%	6.0%	11.2%	19.9%	17.8%	14.9%	8.5%	25.6%	62.5%	37.8%	19.5%	-5.1%	Jan '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	4.85	-0.1%	-1.2%	0.6%	3.1%	-0.1%	3.4%	1.1%	0.2%	29.5%	149.0%	140.5%	24.8%	-5.0%	Oct '23
10yr Treasury rate	4.20	-0.2%	-1.8%	0.6%	2.6%	-2.0%	-6.4%	-9.0%	0.8%	14.0%	262.8%	157.9%	7.6%	-15.8%	Oct '23
5yr Treasury rate	3.74	-0.4%	-2.5%	-0.4%	1.7%	-2.3%	-13.7%	-15.0%	0.5%	-3.6%	689.2%	174.1%	-9.0%	-24.6%	Oct '23
13-week T-bill	3.59	0.08%	0.4%	2.3%	-4.4%	-13.1%	-15.0%	-15.7%	1.3%	-22.1%	10787.9%	6679.2%	1.7%	-32.8%	Oct '23
Crude Oil	64.25	1.1%	3.4%	8.7%	7.5%	0.6%	-9.5%	-19.9%	11.9%	-17.7%	10.1%	-15.5%	-26.4%	-31.4%	Sep '23
Gold	5102.00	3.0%	10.4%	13.6%	27.6%	48.4%	77.9%	64.5%	17.9%	173.4%	178.0%	183.5%	205.5%	-4.1%	Jan '26
EUR/USD	1.19	1.2%	0.6%	2.3%	3.2%	-	14.8%	12.9%	1.5%	11.2%	-1.1%	4.8%	22.8%	-0.8%	Jan '26
USD/JPY	155.81	-0.6%	0.4%	-0.7%	1.9%	-	3.1%	-0.4%	-0.4%	18.6%	48.1%	35.3%	6.2%	-3.6%	Jul '24
S&P 500 Volatility Index	17.47	-14.2%	6.9%	20.6%	-8.4%	15.3%	5.6%	-13.8%	16.9%	-15.6%	-19.2%	5.2%	-48.0%	-66.6%	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	50.87		-0.4%	-0.2%	0.0%	0.9%	2.3%	5.6%	6.1%	0.1%	19.2%	18.0%	17.4%	22.6%	-0.4%	Feb '26
Interm Muni- JPMorgan	50.92		0.2%	0.4%	0.6%	1.5%	5.0%	4.7%	4.3%	1.1%	11.4%	6.1%	5.5%	17.1%	New Peak	Feb '26
Interm Bond- Janus MSB	45.85		0.01%	0.5%	0.2%	1.5%	4.9%	8.7%	8.8%	0.8%	14.7%	3.6%	4.4%	21.4%	New Peak	Feb '26
Interm Bond- Vanguard	77.92		0.04%	0.5%	0.3%	0.9%	3.0%	8.0%	8.5%	0.4%	15.0%	0.3%	2.5%	20.4%	-0.1%	Nov '25
Multisector Bond- Intrepid	9.01	p	EOD	0.0%	0.0%	1.7%	3.7%	7.7%	8.2%	0.5%	30.5%	37.0%	28.9%	35.5%	-0.4%	Jan '26
Int’l Bond- JPMorgan	49.12		0.2%	0.4%	0.7%	1.8%	3.6%	7.9%	8.2%	1.2%	19.5%	15.3%	15.2%	29.4%	New Peak	Feb '26
Long Bond- Vanguard	76.19		-0.10%	0.5%	0.1%	0.6%	3.5%	6.6%	7.2%	0.9%	12.5%	-10.6%	-10.8%	25.9%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.49	p	EOD	0.3%	0.3%	0.7%	4.8%	3.2%	3.3%	0.7%	10.3%	1.9%	0.9%	16.0%	New Peak	Feb '26
Long Muni- iShares	57.96		0.05%	0.4%	0.6%	1.7%	5.8%	4.9%	3.4%	1.1%	10.0%	3.3%	3.1%	15.1%	New Peak	Feb '26

To add your own symbols and watchlist to the dashboard, sign up for free.

Explore Funds

Curated Funds

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)

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)

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
Jan '26