VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

NewNew Peak

Return

97.6%

[

22.1%

annualized]

Dec 30 2022 - May 29 2026

DJIA (Large Value)

NewNew Peak

Return

53.8%

[

13.4%

annualized]

Dec 30 2022 - May 29 2026

Russell 2000 (Small Cap)

-0.5%

BelowPeak May '26

Return

65.8%

[

16.0%

annualized]

Dec 30 2022 - May 29 2026

Videos

All →

VizWealth thoughts on Gold & Silver

2:31

DJIA, Small Caps, and NASDAQ all in CORRECTIONS - Visualized!

2:51

VizWealth - Market Leadership has shifted to Internationals

2:04

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

Performance Range:

As of May 29 12:20 PM EDT, next update at 12:30 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	7585.41	0.3%	1.5%	6.3%	10.3%	10.8%	28.3%	16.4%	10.8%	80.4%	80.4%	58.1%	112.1%	NewNew Peak	May '26
DJIA (Large Value)	50991.35	0.6%	0.8%	4.4%	4.1%	6.9%	20.8%	13.0%	6.1%	54.1%	47.7%	39.4%	74.6%	NewNew Peak	May '26
Russell 2000 (Small Cap)	2920.59	-0.5%	1.8%	6.6%	10.9%	16.8%	40.8%	11.3%	17.7%	64.7%	28.7%	28.5%	73.0%	-0.5%	May '26
NASDAQ Comp (Tech/Growth)	27007.29	0.3%	2.5%	9.5%	19.1%	15.6%	40.8%	20.4%	16.2%	108.1%	96.4%	70.6%	159.3%	NewNew Peak	May '26
Aggregate Bond	99.14	0.1%	0.7%	0.5%	-1.3%	0.3%	5.4%	7.2%	0.6%	13.6%	1.1%	1.0%	18.0%	-1.3%	Feb '26
Corp Bond	109.50	0.2%	1.0%	1.1%	-0.8%	0.2%	6.6%	7.9%	0.9%	17.4%	0.7%	-0.4%	26.3%	-0.9%	Feb '26
High Yield Bond	80.32	0.11%	0.5%	0.8%	1.0%	2.1%	7.1%	8.6%	1.6%	29.6%	21.2%	18.3%	38.5%	NewNew Peak	May '26
Preferred	31.61	0.3%	1.2%	1.9%	1.7%	4.6%	10.7%	4.9%	3.7%	26.1%	8.9%	5.0%	28.9%	-0.3%	May '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	51.31	-0.11%	2.0%	0.7%	-3.5%	15.9%	21.2%	9.9%	13.6%	42.7%	29.9%	25.0%	60.5%	-3.9%	Feb '26
Consumer Discretionary/Cyclical	121.61	-0.4%	2.0%	4.1%	4.3%	3.3%	14.0%	7.4%	2.1%	64.0%	46.5%	19.9%	80.3%	-2.1%	Jan '26
Financial Services	51.69	0.8%	-0.5%	-0.5%	1.0%	-2.3%	3.2%	14.9%	-5.1%	68.9%	48.4%	40.7%	81.1%	-7.9%	Jan '26
Real Estate	95.87	-0.7%	-0.9%	1.0%	1.3%	7.0%	11.6%	3.3%	9.5%	36.5%	16.1%	-1.5%	44.5%	-1.4%	May '26
Communication Services	115.93	-0.6%	0.4%	0.6%	-1.5%	1.1%	16.2%	23.1%	-1.2%	92.7%	54.7%	55.0%	152.8%	-3.2%	Jan '26
Energy	56.42	-0.9%	-5.2%	-4.4%	1.6%	26.6%	41.6%	7.9%	27.0%	57.9%	159.7%	128.8%	58.5%	-9.8%	Mar '26
Industrials	173.34	-0.3%	0.9%	2.0%	-1.9%	13.5%	23.1%	19.3%	12.1%	84.3%	77.9%	76.4%	115.7%	-2.8%	Mar '26
Technology	190.52	2.0%	5.6%	19.7%	37.5%	33.5%	65.4%	24.6%	32.5%	136.1%	186.0%	124.3%	235.4%	NewNew Peak	May '26
Consumer Staples/Defensive	82.96	-1.7%	-2.2%	0.1%	-7.3%	6.0%	3.8%	1.5%	7.4%	22.6%	33.6%	20.3%	34.6%	-7.3%	Feb '26
Healthcare	149.32	-1.0%	-0.4%	4.5%	-6.4%	-4.5%	14.8%	14.5%	-3.1%	23.1%	30.9%	14.7%	29.8%	-6.4%	Feb '26
Utilities	44.37	-0.6%	-2.2%	-2.9%	-6.4%	-0.7%	12.5%	16.0%	4.7%	50.6%	58.4%	42.3%	60.5%	-6.4%	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	158.73	0.3%	1.8%	6.4%	7.7%	13.2%	30.2%	22.4%	12.2%	80.7%	72.2%	60.2%	117.6%	NewNew Peak	May '26
MSCI Emerging Markets	68.72	0.2%	4.3%	9.6%	9.8%	28.3%	52.7%	34.0%	25.6%	89.8%	40.8%	54.1%	117.0%	NewNew Peak	May '26
FTSE Europe	89.34	0.3%	1.0%	4.9%	-0.5%	11.1%	20.2%	35.8%	7.4%	60.4%	52.6%	48.6%	117.8%	-0.8%	Feb '26
MSCI Japan	93.10	0.4%	1.6%	7.2%	0.8%	16.4%	31.6%	25.9%	15.3%	68.9%	53.3%	53.7%	109.3%	-0.9%	Feb '26
MSCI India	48.64	-0.10%	0.5%	-0.8%	-6.9%	-11.1%	-10.9%	2.7%	-10.0%	16.8%	18.2%	5.4%	21.1%	-17.2%	Sep '24
MSCI China	55.31	0.6%	-0.4%	-2.7%	-6.3%	-10.0%	5.0%	31.0%	-7.9%	34.0%	-24.3%	-2.3%	49.6%	-16.4%	Oct '25
International Bond	48.33	0.1%	0.6%	1.2%	-1.1%	0.4%	2.3%	2.9%	0.9%	14.0%	2.2%	2.3%	18.5%	-1.1%	Feb '26
iShares Latin America	34.83	-0.8%	-0.3%	-2.3%	-4.5%	14.5%	41.9%	52.7%	14.4%	60.5%	63.1%	98.1%	77.7%	-8.6%	Apr '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	695.69	0.3%	1.5%	6.3%	10.6%	11.4%	29.8%	17.8%	11.3%	87.7%	93.4%	68.3%	123.0%	NewNew Peak	May '26
US Large Growth	127.88	0.6%	2.3%	7.6%	13.7%	7.9%	29.6%	19.8%	8.2%	109.8%	124.9%	84.2%	165.8%	NewNew Peak	May '26
US Large Value	238.13	0.04%	0.8%	4.9%	6.0%	14.4%	28.6%	15.7%	13.6%	68.4%	62.8%	53.7%	86.5%	-0.1%	May '26

US MidCap Blend	79.00	0.2%	1.2%	4.1%	3.6%	10.3%	23.0%	17.0%	9.3%	83.7%	80.9%	61.1%	108.3%	NewNew Peak	May '26
US MidCap Growth	298.11	0.4%	2.4%	7.4%	7.3%	5.6%	12.1%	10.7%	7.0%	58.8%	37.6%	22.3%	80.5%	NewNew Peak	May '26
US MidCap Value	194.98	0.2%	0.3%	1.7%	0.9%	11.0%	23.5%	12.1%	10.5%	61.2%	51.2%	42.8%	72.7%	-0.1%	May '26

US Small Blend	293.78	-0.08%	1.6%	5.2%	6.4%	14.4%	30.1%	8.9%	14.3%	65.3%	42.1%	37.7%	78.7%	-0.1%	May '26
US Small Growth	380.26	-0.7%	2.1%	8.2%	13.5%	16.2%	41.1%	12.9%	17.8%	70.8%	31.7%	32.0%	87.4%	-0.7%	May '26
US Small Value	214.26	-0.5%	1.4%	5.0%	8.8%	18.6%	43.7%	12.4%	18.6%	70.3%	40.6%	38.4%	74.4%	-0.5%	May '26

Foreign Large Blend	105.07	0.4%	1.0%	5.1%	-0.3%	12.4%	22.7%	31.6%	9.4%	60.5%	52.0%	50.1%	108.7%	-0.6%	Feb '26
Foreign Growth	123.66	0.5%	1.8%	6.4%	0.5%	10.2%	15.8%	20.7%	8.5%	38.0%	24.7%	20.0%	81.8%	NewNew Peak	May '26
Foreign Value	78.84	0.3%	0.2%	4.1%	-1.2%	14.8%	29.6%	42.2%	10.4%	85.5%	81.5%	84.9%	137.2%	-1.4%	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		0.02%	-0.3%	0.0%	3.0%	0.4%	2.3%	3.6%	0.6%	24.1%	28.6%	26.0%	31.8%	-0.4%	May '26
Ultra Short- Janus AAA CLO	50.55		-0.3%	-0.3%	0.1%	1.1%	2.1%	4.9%	5.2%	1.5%	21.3%	25.9%	25.1%	27.4%	-0.3%	May '26
Bank Loan- Invesco	20.50		0.05%	0.1%	-0.4%	2.5%	0.5%	4.5%	6.9%	-0.3%	25.0%	28.1%	26.5%	32.9%	-0.8%	May '26
Interval CEF- Cliffwater	10.42	p	EOD	0.1%	0.5%	1.6%	2.9%	7.4%	8.9%	2.2%	35.3%	58.3%	50.5%	43.7%	NewNew Peak	May '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	59.02		-0.12%	1.5%	4.2%	8.8%	11.8%	29.1%	17.7%	10.9%	92.0%	111.4%	106.7%	128.3%	-0.1%	May '26
Int’l Min Volatility- Franklin	40.95		-0.4%	-1.3%	1.4%	-1.1%	13.8%	30.5%	27.1%	11.7%	79.1%	110.6%	99.1%	113.8%	-1.6%	May '26
MidCap 30 - Hennessy (hi fee)	28.97	p	EOD	5.6%	7.3%	12.5%	19.6%	30.3%	3.0%	19.4%	100.4%	120.7%	122.8%	129.1%	NewNew Peak	May '26
Small Value- Avantis	120.42		-0.6%	0.3%	1.5%	6.9%	19.8%	38.0%	7.4%	18.4%	75.1%	68.8%	60.2%	83.9%	-0.8%	May '26
Mid Value- Pacer Cash Cows	65.11		0.8%	1.2%	3.5%	0.6%	10.3%	23.8%	9.0%	8.6%	53.0%	66.6%	50.0%	62.3%	NewNew Peak	May '26
Growth- S&P Momentum	150.77		0.4%	4.0%	15.3%	26.6%	26.2%	44.5%	26.6%	26.7%	188.9%	187.7%	146.1%	202.5%	NewNew Peak	May '26
Invesco S&P Quality	85.42		-0.02%	0.9%	6.8%	5.9%	15.1%	23.3%	13.2%	14.3%	84.1%	96.8%	70.0%	124.0%	-0.2%	May '26
Rotation Factor- BlackRock	67.50		0.3%	1.3%	6.4%	10.9%	11.5%	31.2%	20.0%	11.3%	103.9%	107.3%	88.1%	154.9%	NewNew Peak	May '26
US Min Volatility- Fidelity	70.39		-0.03%	0.2%	3.2%	3.3%	4.5%	17.1%	11.8%	5.9%	52.9%	64.1%	44.1%	75.7%	NewNew Peak	May '26
Derivative Income- JPMorgan	56.04		-0.3%	-0.5%	-1.1%	-4.4%	0.8%	8.7%	8.1%	0.6%	31.1%	43.3%	30.3%	48.7%	-4.4%	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	17.33	p	EOD	0.1%	1.5%	8.1%	10.9%	13.9%	6.5%	9.6%	33.0%	41.5%	41.9%	41.4%	-0.6%	May '26
Multistrategy- AQR	14.70	p	EOD	-0.1%	0.3%	0.7%	6.1%	14.2%	16.4%	4.9%	50.2%	73.7%	72.4%	54.0%	-0.5%	May '26
Long Short- AQR	20.84	p	EOD	0.1%	1.5%	-1.0%	3.0%	15.1%	34.4%	-1.5%	103.8%	163.4%	154.3%	142.5%	-2.1%	Dec '25
Mkt Neutral- BlackRock	15.99	p	EOD	0.4%	2.6%	6.8%	13.8%	19.0%	18.3%	9.7%	76.4%	78.5%	85.4%	86.0%	-0.4%	May '26
Multi Strategy- Variant	25.91	p	EOD	-0.8%	-0.3%	0.9%	2.1%	6.2%	7.2%	1.5%	20.8%	44.4%	35.7%	27.3%	-0.8%	May '26
Long Short- First Trust	74.46		0.02%	-0.2%	1.6%	4.6%	4.5%	15.0%	9.1%	5.0%	50.5%	63.3%	50.8%	66.7%	-0.4%	May '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)	383.16	-1.8%	0.0%	9.5%	23.0%	19.8%	123.7%	66.0%	22.5%	210.0%	227.8%	166.4%	296.0%	-4.8%	May '26
Meta (Communications)	627.11	-1.3%	2.8%	-6.3%	-3.2%	-3.1%	-2.5%	13.1%	-4.9%	141.2%	92.3%	86.7%	395.7%	-20.4%	Aug '25
Amazon (Cyclical)	272.23	-0.6%	2.2%	3.5%	29.6%	16.7%	32.3%	5.2%	17.9%	126.7%	68.9%	59.8%	141.1%	-1.0%	May '26
Tesla (Cyclical)	439.00	-0.7%	3.0%	17.8%	9.1%	2.1%	22.5%	11.4%	-2.4%	127.3%	110.6%	9.8%	102.1%	-10.4%	Dec '25
Procter & Gamble (Defensive)	143.80	-1.4%	-0.4%	-1.8%	-13.3%	-1.5%	-12.2%	-12.3%	1.8%	6.9%	21.1%	-1.0%	27.4%	-16.7%	Dec '24
PepsiCo (Defensive)	144.54	-1.2%	-4.0%	-6.9%	-14.1%	-1.0%	14.0%	-1.8%	1.6%	-12.9%	14.1%	-4.4%	-4.4%	-18.5%	May '23
Coca-Cola (Defensive)	79.31	-1.4%	-2.7%	0.6%	-2.1%	10.0%	14.1%	15.6%	14.2%	43.9%	66.5%	51.7%	59.6%	-3.2%	May '26
Exxon Mobil (Energy)	145.71	-0.9%	-5.9%	-5.2%	-3.8%	27.4%	46.4%	16.0%	22.7%	53.5%	200.0%	167.9%	67.7%	-14.4%	Mar '26
Chevron (Energy)	181.80	-0.7%	-5.0%	-5.4%	-2.7%	21.5%	36.1%	10.1%	20.5%	32.7%	113.1%	80.9%	33.1%	-13.9%	Mar '26
JPMorgan Chase (Financial)	297.70	0.3%	-2.8%	-3.7%	-0.4%	-4.0%	14.8%	37.3%	-6.7%	132.8%	105.7%	106.5%	212.4%	-10.6%	Jan '26
Visa (Financial)	330.54	1.7%	0.5%	-1.1%	3.5%	-0.8%	-8.1%	11.8%	-5.4%	50.3%	51.0%	54.5%	90.9%	-10.8%	Jun '25
Mastercard (Financial)	498.00	0.9%	-0.1%	-5.2%	-3.5%	-9.3%	-13.3%	9.0%	-12.5%	35.4%	42.2%	37.9%	79.4%	-16.5%	Aug '25
Bank of America (Financial)	51.23	0.9%	-1.1%	-3.1%	3.4%	-3.5%	18.4%	28.0%	-6.3%	95.6%	36.5%	23.5%	87.8%	-10.0%	Jan '26
UnitedHealth (Health)	377.11	-1.4%	-2.9%	1.7%	29.6%	16.0%	30.0%	-33.1%	15.1%	-16.9%	-0.3%	-19.1%	-19.5%	-37.5%	Nov '24
Johnson & Johnson (Health)	226.39	-1.9%	-2.8%	-0.4%	-8.9%	10.0%	50.2%	47.5%	10.0%	59.2%	53.1%	49.2%	54.2%	-8.9%	Mar '26
Eli Lilly (Health)	1094.77	-2.8%	2.8%	28.8%	4.2%	2.1%	52.6%	40.2%	2.2%	162.7%	474.6%	319.6%	247.5%	-2.8%	May '26
Union Pacific (Industrials)	260.19	-2.6%	-2.1%	-1.7%	-1.8%	13.5%	19.7%	3.9%	13.1%	44.4%	28.9%	15.8%	47.0%	-6.9%	May '26
Honeywell (Industrials)	238.76	2.5%	4.8%	14.2%	-1.4%	25.5%	15.0%	-6.4%	23.7%	39.5%	21.7%	34.8%	58.8%	-3.2%	Mar '26
Nvidia (IT)	215.24	0.5%	0.0%	2.9%	21.5%	21.6%	54.7%	38.9%	15.4%	453.1%	1228.3%	616.0%	1774.1%	-8.7%	May '26
Broadcom (IT)	439.78	3.1%	6.2%	8.5%	37.9%	9.6%	83.2%	50.6%	27.3%	463.1%	929.1%	617.2%	979.4%	NewNew Peak	May '26
Adobe (IT)	255.44	5.8%	4.4%	4.9%	-2.7%	-20.2%	-38.2%	-21.3%	-27.0%	-38.5%	-49.4%	-54.7%	-10.7%	-59.8%	Feb '24
Oracle (IT)	221.05	8.5%	15.1%	34.9%	52.6%	10.1%	37.1%	18.1%	14.1%	120.0%	200.4%	167.2%	261.9%	-32.1%	Sep '25
salesforce.com (IT)	192.42	9.2%	6.9%	6.2%	-1.0%	-16.2%	-27.4%	-20.2%	-27.2%	-9.4%	-18.0%	-23.6%	37.2%	-47.2%	Dec '24
Linde PLC (Materials)	496.60	-1.1%	-4.1%	-1.6%	-1.9%	21.9%	8.5%	3.2%	16.9%	44.9%	76.8%	55.4%	91.5%	-4.1%	May '26
Sherwin-Williams (Materials)	304.53	-0.2%	-1.5%	-4.2%	-15.8%	-11.2%	-13.8%	-3.8%	-5.8%	36.1%	12.0%	-6.6%	56.0%	-23.0%	Nov '24
American Tower (Real Estate)	186.43	-0.1%	1.4%	4.6%	-1.9%	4.9%	-9.5%	-0.9%	7.2%	13.5%	-15.1%	-25.3%	14.2%	-18.4%	Sep '24
Prologis Inc. (Real Estate)	143.39	-1.5%	-1.7%	3.3%	1.4%	13.3%	35.8%	25.1%	13.2%	26.3%	40.2%	-1.2%	59.3%	-2.4%	May '26
NextEra Energy (Utilities)	86.05	-1.4%	-2.8%	-8.6%	-8.2%	0.4%	28.4%	15.5%	7.9%	26.3%	33.8%	5.3%	30.6%	-12.1%	Apr '26
Duke Energy (Utilities)	123.19	-0.5%	-2.0%	-1.8%	-5.0%	1.1%	10.4%	12.7%	6.9%	55.9%	49.1%	41.7%	65.8%	-6.9%	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	16.10	p	EOD	0.8%	1.6%	0.4%	3.0%	9.4%	9.4%	2.9%	25.1%	12.9%	11.4%	33.5%	NewNew Peak	May '26
Moderate-60% Stock	69.67		0.2%	1.3%	3.9%	3.9%	8.1%	20.2%	16.4%	7.7%	51.0%	41.1%	35.3%	71.7%	NewNew Peak	May '26
Mod Agg-80% Stock	55.81	p	EOD	1.3%	4.8%	5.2%	10.9%	25.3%	19.6%	10.0%	65.1%	54.1%	46.1%	91.9%	NewNew Peak	May '26
Aggressive-90% Stock	34.28	p	EOD	1.6%	5.5%	7.5%	14.5%	30.9%	20.9%	13.2%	70.1%	58.9%	48.9%	98.9%	NewNew Peak	May '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	73609.99	0.10%	-2.5%	-2.9%	11.7%	-19.0%	-30.3%	-6.3%	-15.9%	175.5%	106.2%	58.4%	284.2%	-41.0%	Oct '25
Ethereum	2023.61	0.8%	-2.0%	-10.2%	4.8%	-33.3%	-23.1%	-11.0%	-31.8%	10.7%	-16.4%	-46.2%	56.3%	-58.1%	Aug '25
BNB	638.59	0.2%	-1.7%	3.4%	4.0%	-28.1%	-5.4%	23.1%	-26.0%	108.1%	93.6%	24.7%	135.7%	-51.3%	Oct '25
Solana	82.33	0.4%	-2.3%	-0.8%	0.5%	-40.1%	-50.6%	-34.2%	-33.9%	325.1%	183.5%	-51.7%	164.2%	-68.6%	Jan '25
Bitcoin ETF	41.71	0.4%	-2.9%	-2.4%	12.2%	-19.1%	-30.5%	-6.4%	-16.0%	-	-	-	-	-41.5%	Oct '25
Grayscale Bitcoin (hi fee)	57.17	0.4%	-2.9%	-2.6%	11.8%	-19.5%	-31.3%	-7.6%	-16.4%	357.6%	109.4%	84.7%	464.6%	-41.9%	Oct '25
Bloomberg Commodities	24.44	-0.5%	-2.0%	-3.4%	12.1%	24.6%	38.9%	14.9%	25.2%	53.9%	70.0%	58.9%	37.8%	-5.7%	May '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	4.98	-0.12%	-1.7%	-0.2%	7.5%	6.7%	1.1%	1.1%	2.9%	25.4%	120.0%	147.0%	28.2%	-3.9%	May '26
10yr Treasury rate	4.44	-0.4%	-2.7%	0.4%	12.0%	10.5%	0.3%	-9.0%	6.6%	16.5%	180.6%	172.5%	13.7%	-11.0%	Oct '23
5yr Treasury rate	4.13	-0.6%	-2.9%	1.7%	17.7%	14.8%	3.4%	-15.0%	11.1%	5.0%	424.6%	202.9%	0.5%	-16.7%	Oct '23
13-week T-bill	3.58	-0.1%	0.0%	-0.1%	0.2%	-3.0%	-15.2%	-15.7%	1.1%	-29.9%	44712.5%	6664.2%	1.5%	-33.0%	Oct '23
Crude Oil	87.78	-1.3%	-9.1%	-17.9%	31.0%	49.9%	44.0%	-19.9%	52.9%	20.8%	32.4%	15.4%	0.6%	-22.3%	Apr '26
Gold	4594.90	2.1%	1.6%	1.1%	-12.2%	8.9%	38.5%	64.5%	6.2%	136.4%	141.5%	155.4%	175.1%	-13.6%	Jan '26
USD/EUR	0.86	-0.1%	-0.6%	0.1%	1.1%	-0.6%	-2.5%	-11.4%	0.6%	-	-	-2.6%	-16.8%	-12.2%	Jan '25
USD/JPY	159.25	-0.01%	0.1%	-0.6%	2.2%	1.9%	10.8%	-0.4%	1.8%	-	-	38.3%	8.5%	-1.5%	Jul '24
S&P 500 Volatility Index	15.36	-2.4%	-8.0%	-18.3%	-22.7%	-6.1%	-19.9%	-13.8%	2.7%	-14.4%	-8.4%	-7.5%	-54.2%	-70.6%	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	50.67		0.09%	0.3%	0.5%	0.3%	1.6%	4.8%	6.1%	1.2%	19.8%	18.8%	18.7%	23.9%	NewNew Peak	May '26
Interm Muni- JPMorgan	50.49		0.2%	1.0%	0.5%	-0.7%	1.2%	5.8%	4.3%	1.2%	12.7%	6.4%	5.5%	17.2%	-0.7%	Feb '26
Interm Bond- Janus MSB	45.13		-0.2%	0.3%	0.1%	-1.6%	0.8%	7.3%	8.8%	0.5%	15.9%	3.7%	4.1%	21.0%	-1.6%	Feb '26
Interm Bond- Vanguard	76.89		0.2%	0.8%	0.4%	-1.7%	-0.3%	5.1%	8.5%	0.1%	14.5%	1.9%	2.2%	20.1%	-1.7%	Feb '26
Multisector Bond- Intrepid	9.02	p	EOD	0.3%	0.9%	2.3%	2.9%	8.6%	8.2%	2.4%	32.8%	36.1%	31.3%	38.1%	NewNew Peak	May '26
Int’l Bond- JPMorgan	48.40		0.3%	1.0%	1.4%	-0.7%	1.2%	5.7%	8.2%	1.1%	19.5%	15.6%	15.0%	29.2%	-0.7%	Feb '26
Long Bond- Vanguard	75.56		0.2%	1.4%	1.8%	-0.9%	-0.1%	8.1%	7.2%	1.4%	15.7%	-7.5%	-10.3%	26.6%	-1.6%	Oct '25
Long CA Muni- PIMCO	9.41	p	EOD	1.0%	0.3%	-1.0%	0.6%	5.3%	3.3%	0.5%	11.8%	1.7%	0.8%	15.8%	-1.0%	Feb '26
Long Muni- iShares	57.35		0.2%	0.9%	0.4%	-1.1%	0.9%	6.1%	3.4%	0.8%	10.7%	3.4%	2.8%	14.7%	-1.1%	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!

Create a free account to use VizWealth

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

S&P 500

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak May '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

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak May '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