VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

93.6%

[

21.1%

annualized]

Dec 30 2022 - Jun 12 2026

DJIA (Large Value)

Return

54.5%

[

13.4%

annualized]

Dec 30 2022 - Jun 12 2026

Russell 2000 (Small Cap)

Return

67.2%

[

16.0%

annualized]

Dec 30 2022 - Jun 12 2026

VideosAll →

VizWealth Understanding Risk & Reward

3:26

VizWealth sample Model Portfolios

2:21

VizWealth - Market Leadership has shifted to Internationals

2:04

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

2:51

VizWealth thoughts on Gold & Silver

2:31

Performance Range:

As of Jun 12 11:50 PM EDT, next update on next market open

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	7431.46	0.5%	0.6%	-0.2%	12.1%	8.8%	24.3%	16.4%	8.6%	70.1%	75.0%	54.9%	107.8%	-2.3%	Jun '26
DJIA (Large Value)	51202.26	0.7%	0.7%	3.0%	10.0%	5.7%	21.3%	13.0%	6.5%	49.7%	48.5%	40.0%	75.3%	-0.7%	Jun '26
Russell 2000 (Small Cap)	2943.99	0.8%	3.9%	3.5%	18.7%	15.4%	40.2%	11.3%	18.6%	55.2%	26.0%	29.5%	74.4%	NewNew Peak	Jun '26
NASDAQ Comp (Tech/Growth)	25888.84	0.3%	0.7%	-1.9%	17.1%	11.6%	33.4%	20.4%	11.4%	90.7%	84.0%	63.5%	148.5%	-4.4%	Jun '26
Aggregate Bond	98.76	-0.12%	0.6%	0.1%	0.2%	0.6%	4.5%	7.2%	0.2%	12.7%	-0.1%	0.7%	17.6%	-1.6%	Feb '26
Corp Bond	109.01	-0.06%	0.8%	0.4%	1.6%	0.9%	5.4%	7.9%	0.4%	16.3%	-1.4%	-0.8%	25.8%	-1.3%	Feb '26
High Yield Bond	79.94	0%	0.6%	0.0%	2.0%	1.7%	6.3%	8.6%	1.1%	27.2%	19.6%	17.8%	37.9%	-0.5%	May '26
Preferred	31.07	0.2%	0.5%	-1.6%	2.2%	2.0%	8.3%	4.9%	1.9%	21.2%	6.3%	3.2%	26.7%	-2.0%	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	52.18	1.9%	3.1%	0.2%	6.6%	16.7%	21.8%	9.9%	15.6%	36.3%	33.8%	27.1%	63.2%	-2.3%	Feb '26
Consumer Discretionary/Cyclical	116.60	0.3%	1.5%	-1.8%	5.4%	-3.0%	11.0%	7.4%	-2.2%	44.2%	40.2%	14.9%	72.9%	-6.2%	Jan '26
Financial Services	53.34	1.4%	2.0%	4.6%	9.7%	-2.1%	8.4%	14.9%	-2.1%	67.9%	54.9%	45.2%	86.9%	-4.9%	Jan '26
Real Estate	98.51	0.9%	1.8%	2.7%	8.0%	12.3%	14.0%	3.3%	12.5%	33.6%	13.4%	1.2%	48.5%	NewNew Peak	Jun '26
Communication Services	111.65	-0.4%	0.0%	-4.4%	-2.1%	-3.6%	10.2%	23.1%	-4.9%	79.8%	47.1%	49.3%	143.5%	-6.7%	Jan '26
Energy	57.55	0.8%	-0.2%	-0.1%	0.4%	28.4%	34.9%	7.9%	29.6%	56.8%	149.7%	133.3%	61.6%	-8.0%	Mar '26
Industrials	176.18	0.6%	1.1%	1.5%	7.3%	13.1%	25.2%	19.3%	13.9%	76.6%	83.6%	79.3%	119.2%	-1.2%	Mar '26
Technology	184.80	0.9%	2.5%	4.5%	35.3%	29.0%	55.4%	24.6%	28.5%	121.1%	170.4%	117.5%	225.4%	-6.8%	Jun '26
Consumer Staples/Defensive	85.82	0.6%	2.9%	1.3%	1.8%	9.5%	8.9%	1.5%	11.1%	26.9%	37.9%	24.5%	39.3%	-4.1%	Feb '26
Healthcare	153.81	-0.2%	0.5%	4.8%	3.1%	0.7%	15.0%	14.5%	-0.2%	22.9%	33.8%	18.2%	33.7%	-3.6%	Feb '26
Utilities	44.53	1.1%	0.4%	-0.3%	-4.5%	5.5%	12.5%	16.0%	5.0%	47.3%	56.7%	42.8%	61.1%	-6.1%	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	156.47	0.4%	1.3%	0.4%	12.1%	11.3%	26.9%	22.4%	10.6%	71.9%	67.7%	57.9%	114.5%	-2.2%	Jun '26
MSCI Emerging Markets	67.88	0.6%	5.1%	1.0%	19.5%	27.0%	47.6%	34.0%	24.1%	79.9%	37.5%	52.2%	114.4%	-4.1%	Jun '26
FTSE Europe	89.62	0.2%	2.9%	2.3%	9.6%	9.9%	19.7%	35.8%	7.7%	59.0%	50.4%	49.1%	118.5%	-0.5%	Feb '26
MSCI Japan	92.71	0.6%	2.2%	-0.4%	11.2%	14.5%	31.8%	25.9%	14.8%	58.5%	50.9%	53.0%	108.4%	-1.5%	Jun '26
MSCI India	48.33	1.1%	2.1%	0.7%	0.6%	-9.1%	-10.6%	2.7%	-10.6%	14.2%	14.9%	4.7%	20.3%	-17.8%	Sep '24
MSCI China	54.83	0.9%	0.7%	-8.3%	-5.1%	-9.8%	2.3%	31.0%	-8.7%	27.5%	-24.8%	-3.1%	48.3%	-17.1%	Oct '25
International Bond	48.26	0.2%	0.5%	0.8%	1.0%	1.0%	2.0%	2.9%	0.8%	13.3%	1.4%	2.2%	18.3%	-1.2%	Feb '26
iShares Latin America	34.85	1.2%	5.2%	-1.2%	5.1%	13.6%	41.2%	52.7%	14.4%	50.1%	56.5%	98.2%	77.8%	-8.5%	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	681.95	0.5%	0.6%	-0.1%	12.3%	9.4%	25.8%	17.8%	9.1%	76.9%	87.7%	65.0%	118.6%	-2.3%	Jun '26
US Large Growth	121.61	0.03%	-0.9%	-2.2%	11.1%	3.7%	21.4%	19.8%	2.9%	90.7%	108.9%	75.1%	152.7%	-5.6%	Jun '26
US Large Value	242.13	1.0%	2.4%	3.2%	13.2%	15.3%	29.8%	15.7%	15.6%	64.3%	65.1%	56.2%	89.6%	NewNew Peak	Jun '26

US MidCap Blend	79.82	1.0%	1.6%	3.6%	10.9%	10.6%	23.7%	17.0%	10.4%	76.6%	80.6%	62.8%	110.5%	-0.4%	Jun '26
US MidCap Growth	297.16	0.8%	1.2%	3.4%	13.1%	5.4%	10.7%	10.7%	6.7%	50.7%	34.7%	21.9%	80.0%	-2.4%	Jun '26
US MidCap Value	199.01	1.1%	1.9%	3.7%	9.2%	11.8%	25.8%	12.1%	12.8%	56.2%	53.4%	45.7%	76.2%	NewNew Peak	Jun '26

US Small Blend	296.38	0.7%	2.8%	3.7%	14.2%	13.7%	30.8%	8.9%	15.3%	56.7%	40.1%	38.9%	80.3%	NewNew Peak	Jun '26
US Small Growth	380.39	0.7%	3.9%	3.0%	20.7%	14.5%	39.0%	12.9%	17.8%	59.9%	27.8%	32.1%	87.5%	-0.7%	Jun '26
US Small Value	218.33	1.2%	4.2%	4.3%	17.3%	17.5%	44.8%	12.4%	20.8%	61.9%	39.6%	41.1%	77.7%	NewNew Peak	Jun '26

Foreign Large Blend	105.02	0.3%	2.7%	1.1%	9.1%	10.8%	21.9%	31.6%	9.4%	56.7%	49.6%	50.0%	108.6%	-0.6%	Feb '26
Foreign Growth	123.54	0.04%	3.0%	1.8%	9.8%	9.4%	14.8%	20.7%	8.4%	35.0%	22.5%	19.9%	81.6%	-0.4%	Jun '26
Foreign Value	78.95	0.5%	2.7%	0.5%	8.6%	12.4%	29.2%	42.2%	10.6%	80.8%	79.4%	85.2%	137.5%	-1.2%	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	22.82	0%	-0.3%	-1.2%	0.8%	-0.6%	1.4%	3.6%	-0.2%	21.0%	27.3%	25.0%	30.7%	-1.2%	May '26
Ultra Short- Janus AAA CLO	50.60	0.02%	0.1%	-0.1%	1.2%	2.1%	4.6%	5.2%	1.6%	20.9%	25.7%	25.3%	27.5%	-0.2%	May '26
Bank Loan- Invesco	20.43	-0.05%	-0.1%	-1.1%	0.9%	-0.2%	3.9%	6.9%	-0.7%	22.7%	27.3%	26.1%	32.4%	-1.1%	May '26
Interval CEF- Cliffwater	10.44	0%	0.1%	0.4%	1.7%	2.9%	7.3%	8.9%	2.4%	34.7%	58.3%	50.8%	44.0%	NewNew Peak	Jun '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	58.22	0.8%	1.1%	0.0%	12.5%	10.4%	26.0%	17.7%	9.4%	81.8%	106.8%	103.9%	125.2%	-1.6%	Jun '26
Int’l Min Volatility- Franklin	41.09	0.5%	2.5%	-0.2%	3.3%	13.2%	30.1%	27.1%	12.0%	78.3%	108.4%	99.8%	114.5%	-1.3%	May '26
MidCap 30 - Hennessy (hi fee)	28.94	-0.10%	4.2%	5.7%	22.5%	16.8%	30.5%	3.0%	19.2%	89.7%	118.5%	122.6%	128.8%	-0.1%	Jun '26
Small Value- Avantis	124.38	1.0%	3.9%	5.6%	17.0%	19.1%	41.6%	7.4%	22.3%	68.9%	72.3%	65.5%	89.9%	NewNew Peak	Jun '26
Mid Value- Pacer Cash Cows	64.03	0.8%	0.2%	1.7%	2.9%	5.8%	19.0%	9.0%	6.7%	44.1%	61.8%	47.5%	59.6%	-2.2%	Jun '26
Growth- S&P Momentum	152.48	1.3%	5.7%	4.2%	31.6%	28.7%	44.9%	26.6%	28.2%	183.4%	187.2%	148.9%	205.9%	-1.7%	Jun '26
Invesco S&P Quality	87.32	1.0%	2.8%	6.0%	15.4%	15.8%	26.5%	13.2%	16.8%	83.3%	97.1%	73.8%	129.0%	NewNew Peak	Jun '26
Rotation Factor- BlackRock	66.64	0.6%	1.2%	0.3%	12.8%	10.4%	28.7%	20.0%	9.9%	94.7%	102.7%	85.7%	151.6%	-2.1%	Jun '26
US Min Volatility- Fidelity	69.31	0.4%	-0.3%	0.3%	5.6%	4.3%	14.1%	11.8%	4.3%	47.2%	59.0%	41.8%	73.0%	-1.6%	May '26
Derivative Income- JPMorgan	56.04	0.4%	0.9%	0.2%	-0.3%	0.5%	7.6%	8.1%	0.6%	29.1%	42.2%	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	17.32	0.12%	0.2%	-0.3%	5.7%	10.0%	12.7%	6.5%	9.6%	32.1%	41.6%	41.9%	41.4%	-0.7%	May '26
Multistrategy- AQR	14.71	0%	-0.5%	-0.4%	2.7%	6.4%	13.7%	16.4%	5.0%	48.6%	73.5%	72.5%	54.1%	-1.4%	Jun '26
Long Short- AQR	20.98	0.5%	0.0%	0.9%	2.8%	0.6%	15.3%	34.4%	-0.9%	100.7%	172.1%	156.0%	144.1%	-1.5%	Dec '25
Mkt Neutral- BlackRock	16.29	0%	-0.1%	2.2%	9.8%	13.3%	21.8%	18.3%	11.7%	78.8%	82.2%	88.9%	89.5%	-1.3%	Jun '26
Multi Strategy- Variant	25.97	-0.08%	0.0%	0.4%	1.5%	2.9%	6.9%	7.2%	2.5%	21.5%	45.1%	37.1%	28.5%	-0.1%	Jun '26
Long Short- First Trust	74.07	0.5%	0.2%	-0.2%	6.7%	4.9%	15.0%	9.1%	4.4%	47.6%	60.6%	50.0%	65.8%	-1.1%	Jun '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)	359.68	0.5%	-2.3%	-10.7%	19.0%	16.4%	106.4%	66.0%	15.0%	192.9%	198.5%	150.1%	271.7%	-10.7%	May '26
Meta (Communications)	566.98	-0.3%	-4.4%	-8.1%	-7.5%	-11.8%	-16.7%	13.1%	-14.0%	110.6%	72.5%	68.8%	348.2%	-28.1%	Aug '25
Amazon (Cyclical)	238.55	-1.2%	-3.0%	-11.7%	14.9%	5.5%	12.5%	5.2%	3.3%	88.3%	42.6%	40.0%	111.3%	-13.3%	May '26
Tesla (Cyclical)	406.43	1.8%	3.9%	-8.7%	3.9%	-11.4%	24.9%	11.4%	-9.6%	57.1%	99.9%	1.6%	87.1%	-17.0%	Dec '25
Procter & Gamble (Defensive)	149.61	0.9%	2.1%	5.2%	0.1%	6.3%	-4.0%	-12.3%	5.9%	11.5%	26.0%	3.0%	32.5%	-13.3%	Dec '24
PepsiCo (Defensive)	144.27	0.4%	1.7%	-3.3%	-9.8%	-3.4%	13.4%	-1.8%	1.4%	-12.7%	13.3%	-4.6%	-4.5%	-18.6%	May '23
Coca-Cola (Defensive)	82.62	0.11%	4.0%	2.9%	6.8%	18.0%	18.9%	15.6%	19.0%	49.5%	70.7%	58.1%	66.3%	-1.2%	Jun '26
Exxon Mobil (Energy)	147.01	0.3%	-1.9%	-2.4%	-5.2%	25.4%	35.3%	16.0%	23.8%	52.7%	184.2%	170.3%	69.2%	-13.7%	Mar '26
Chevron (Energy)	187.22	0.8%	0.0%	0.7%	-4.9%	26.0%	32.5%	10.1%	24.0%	32.8%	111.1%	86.3%	37.1%	-11.3%	Mar '26
JPMorgan Chase (Financial)	320.72	2.3%	2.7%	6.8%	13.7%	1.7%	23.4%	37.3%	0.5%	141.8%	127.0%	122.4%	236.5%	-3.7%	Jan '26
Visa (Financial)	322.39	1.0%	-0.4%	0.6%	5.2%	-6.9%	-7.9%	11.8%	-7.7%	47.6%	42.4%	50.7%	86.2%	-13.0%	Jun '25
Mastercard (Financial)	489.98	0.7%	-0.2%	-0.1%	-1.4%	-14.1%	-12.3%	9.0%	-13.9%	34.3%	38.0%	35.7%	76.5%	-17.8%	Aug '25
Bank of America (Financial)	56.02	1.6%	4.1%	12.4%	19.9%	2.2%	29.2%	28.0%	2.4%	104.3%	50.5%	35.1%	105.3%	-1.6%	Jan '26
UnitedHealth (Health)	408.52	0.7%	2.3%	1.8%	44.8%	20.4%	34.0%	-33.1%	24.7%	-11.8%	11.9%	-12.3%	-12.7%	-32.3%	Nov '24
Johnson & Johnson (Health)	240.87	1.1%	3.5%	4.5%	-0.3%	14.4%	56.3%	47.5%	17.0%	62.6%	67.1%	58.7%	64.1%	-3.1%	Mar '26
Eli Lilly (Health)	1133.00	-2.4%	0.1%	11.7%	15.2%	10.6%	39.3%	40.2%	5.8%	159.7%	430.0%	334.3%	259.7%	-2.4%	Jun '26
Union Pacific (Industrials)	272.70	1.6%	0.1%	3.0%	12.5%	14.2%	24.2%	3.9%	18.5%	45.9%	37.2%	21.4%	54.0%	-1.9%	May '26
Honeywell (Industrials)	220.31	0.5%	3.0%	1.6%	-5.5%	15.0%	6.5%	-6.4%	14.1%	24.0%	15.2%	24.4%	46.5%	-10.7%	Mar '26
Nvidia (IT)	205.19	0.2%	0.0%	-9.1%	13.8%	17.2%	44.6%	38.9%	10.0%	400.6%	1053.8%	582.6%	1686.6%	-13.0%	May '26
Broadcom (IT)	382.07	-0.9%	-0.9%	-8.3%	18.8%	6.6%	54.9%	50.6%	10.6%	367.1%	797.2%	523.1%	837.8%	-20.7%	Jun '26
Adobe (IT)	204.02	-6.8%	-18.9%	-13.6%	-18.2%	-42.8%	-47.9%	-21.3%	-41.7%	-57.4%	-62.3%	-63.8%	-28.7%	-67.9%	Feb '24
Oracle (IT)	184.13	0.02%	-13.8%	-3.0%	19.1%	-2.5%	-13.6%	18.1%	-5.0%	63.5%	137.6%	122.5%	201.5%	-43.5%	Sep '25
salesforce.com (IT)	165.89	-0.3%	-10.6%	0.0%	-13.8%	-36.5%	-35.3%	-20.2%	-37.2%	-19.5%	-30.0%	-34.1%	18.3%	-54.4%	Dec '24
Linde PLC (Materials)	523.57	1.6%	3.1%	2.0%	6.0%	26.2%	13.5%	3.2%	23.2%	45.3%	91.8%	63.8%	101.9%	NewNew Peak	Jun '26
Sherwin-Williams (Materials)	317.30	0.13%	3.9%	3.6%	-0.8%	-3.3%	-4.9%	-3.8%	-1.9%	31.5%	19.6%	-2.7%	62.5%	-19.7%	Nov '24
American Tower (Real Estate)	187.18	-0.2%	-3.6%	7.7%	2.5%	5.6%	-10.3%	-0.9%	7.7%	8.7%	-18.8%	-25.0%	14.7%	-18.1%	Sep '24
Prologis Inc. (Real Estate)	148.74	1.1%	2.9%	4.7%	13.8%	16.1%	43.5%	25.1%	17.4%	34.9%	37.5%	2.5%	65.2%	NewNew Peak	Jun '26
NextEra Energy (Utilities)	85.99	1.4%	0.2%	-9.3%	-7.3%	6.0%	17.5%	15.5%	7.8%	25.4%	32.5%	5.3%	30.5%	-12.1%	Apr '26
Duke Energy (Utilities)	124.97	0.6%	0.6%	1.7%	-5.3%	10.3%	10.7%	12.7%	8.5%	54.5%	48.7%	43.7%	68.2%	-5.6%	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	16.07	0.06%	0.7%	0.5%	3.0%	3.2%	8.7%	9.4%	2.7%	23.5%	11.8%	11.2%	33.3%	-0.4%	Jun '26
Moderate-60% Stock	69.12	0.3%	1.2%	0.5%	7.6%	7.4%	18.2%	16.4%	6.8%	46.4%	38.8%	34.2%	70.4%	-1.0%	Jun '26
Mod Agg-80% Stock	55.39	0.5%	1.5%	0.6%	9.9%	9.9%	23.0%	19.6%	9.2%	58.9%	51.1%	45.0%	90.5%	-1.5%	Jun '26
Aggressive-90% Stock	34.02	0.5%	2.2%	0.6%	13.0%	13.6%	28.5%	20.9%	12.4%	63.8%	55.7%	47.8%	97.3%	-1.5%	Jun '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	63472.29	0.06%	4.2%	-19.9%	-10.6%	-29.7%	-40.2%	-6.3%	-27.5%	144.9%	70.0%	36.6%	231.3%	-49.1%	Oct '25
Ethereum	1664.90	0.2%	5.3%	-26.3%	-20.4%	-46.0%	-35.5%	-11.0%	-43.9%	-4.3%	-29.3%	-55.7%	28.6%	-65.5%	Aug '25
BNB	600.43	-0.5%	5.0%	-10.6%	-8.5%	-31.9%	-8.4%	23.1%	-30.4%	146.2%	73.6%	17.2%	121.6%	-54.2%	Oct '25
Solana	66.88	0.4%	5.3%	-26.6%	-24.1%	-49.5%	-55.0%	-34.2%	-46.3%	345.3%	85.5%	-60.7%	114.6%	-74.5%	Jan '25
Bitcoin ETF	36.04	-0.03%	5.6%	-20.1%	-10.7%	-29.6%	-39.7%	-6.4%	-27.4%	-	-	-	-	-49.4%	Oct '25
Grayscale Bitcoin (hi fee)	49.34	0.04%	5.4%	-20.2%	-11.1%	-30.1%	-40.4%	-7.6%	-27.8%	316.6%	77.5%	59.4%	387.2%	-49.9%	Oct '25
Bloomberg Commodities	23.38	-0.5%	-2.2%	-9.2%	-2.9%	20.5%	27.0%	14.9%	19.7%	45.7%	58.7%	52.0%	31.8%	-9.8%	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	4.97	0.5%	-0.5%	-1.4%	1.4%	2.4%	1.2%	1.1%	2.8%	26.2%	131.2%	146.8%	28.1%	-4.0%	May '26
10yr Treasury rate	4.49	0.5%	-1.1%	0.1%	4.7%	7.0%	1.4%	-9.0%	7.8%	16.9%	206.9%	175.6%	15.0%	-10.0%	Oct '23
5yr Treasury rate	4.21	0.5%	-1.6%	2.0%	8.8%	12.3%	4.7%	-15.0%	13.2%	4.8%	463.2%	208.6%	2.5%	-15.1%	Oct '23
13-week T-bill	3.62	-0.1%	-0.2%	0.5%	0.4%	2.6%	-14.7%	-15.7%	2.0%	-29.1%	20000.0%	6726.4%	2.4%	-32.3%	Oct '23
Crude Oil	84.29	-3.9%	-6.9%	-16.6%	-14.6%	46.7%	15.5%	-19.9%	46.8%	21.4%	18.9%	10.8%	-3.4%	-25.4%	Apr '26
Gold	4239.90	3.7%	-2.2%	-9.7%	-16.1%	-1.4%	23.6%	64.5%	-2.0%	118.0%	125.8%	135.6%	153.8%	-20.3%	Jan '26
USD/EUR	0.86	0.03%	-0.4%	1.2%	-0.4%	1.4%	-	-11.4%	1.5%	-6.8%	-	-1.7%	-16.1%	-11.5%	Jan '25
USD/JPY	160.18	0.03%	-0.1%	1.5%	0.6%	3.0%	-	-0.4%	2.4%	14.3%	-	39.1%	9.2%	-0.9%	Jul '24
S&P 500 Volatility Index	17.68	-9.1%	-17.8%	-1.1%	-35.0%	12.3%	-15.1%	-13.8%	18.3%	21.0%	13.0%	6.5%	-47.3%	-66.2%	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	50.53	-0.02%	-0.1%	0.0%	0.5%	1.3%	4.3%	6.1%	1.0%	19.3%	18.2%	18.4%	23.6%	-0.3%	Jun '26
Interm Muni- JPMorgan	50.32	-0.2%	-0.1%	0.2%	0.2%	1.1%	5.3%	4.3%	0.8%	11.4%	5.3%	5.2%	16.8%	-1.0%	Feb '26
Interm Bond- Janus MSB	45.17	0.06%	0.9%	0.1%	0.3%	1.3%	6.6%	8.8%	0.6%	15.1%	3.8%	4.2%	21.1%	-1.6%	Feb '26
Interm Bond- Vanguard	76.48	-0.1%	0.6%	-0.2%	-0.2%	-0.1%	4.2%	8.5%	-0.4%	14.1%	0.4%	1.7%	19.4%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.95	0.11%	0.0%	0.6%	2.7%	2.7%	7.8%	8.2%	2.2%	31.7%	34.5%	31.1%	37.8%	-0.2%	Jun '26
Int’l Bond- JPMorgan	48.22	0.2%	0.7%	0.7%	1.8%	1.3%	4.9%	8.2%	0.8%	18.5%	14.2%	14.6%	28.7%	-1.1%	Feb '26
Long Bond- Vanguard	75.20	-0.09%	0.9%	1.0%	2.9%	1.3%	6.4%	7.2%	0.9%	14.0%	-10.3%	-10.8%	26.0%	-2.1%	Oct '25
Long CA Muni- PIMCO	9.42	0%	0.0%	0.4%	0.7%	1.1%	5.4%	3.3%	0.7%	10.4%	1.2%	0.9%	15.9%	-0.9%	Feb '26
Long Muni- iShares	57.31	-0.03%	0.1%	0.5%	0.3%	1.2%	6.3%	3.4%	0.7%	9.8%	2.7%	2.7%	14.6%	-1.2%	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)

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)

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