VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

80.1%

[

21.2%

annualized]

Dec 30 2022 - Jan 23 2026

-0.9%

Below
Peak
Jan '26

DJIA (Large Value)

Return

48.1%

[

13.7%

annualized]

Dec 30 2022 - Jan 23 2026

-1.0%

Below
Peak
Jan '26

Russell 2000 (Small Cap)

Return

51.5%

[

14.5%

annualized]

Dec 30 2022 - Jan 23 2026

-1.8%

Below
Peak
Jan '26

Performance Range:

As of Jan 23 10:20 PM EDT, next update at 10:30 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	6915.61	0.03%	-0.4%	-0.2%	1.8%	8.7%	13.3%	16.4%	1.0%	72.2%	80.0%	44.2%	93.3%	-0.9%	Jan '26
DJIA (Large Value)	49098.71	-0.6%	-0.5%	0.8%	4.0%	9.9%	10.5%	13.0%	2.2%	45.5%	58.4%	34.2%	68.1%	-1.0%	Jan '26
Russell 2000 (Small Cap)	2669.16	-1.8%	-0.3%	4.8%	6.2%	18.5%	15.7%	11.3%	7.5%	41.6%	23.1%	17.5%	58.1%	-1.8%	Jan '26
NASDAQ Comp (Tech/Growth)	23501.24	0.3%	-0.1%	-0.5%	1.3%	11.6%	17.8%	20.4%	1.1%	107.3%	73.5%	48.4%	125.6%	-1.9%	Oct '25
Aggregate Bond	100.11	0.09%	0.1%	0.1%	0.0%	3.9%	7.3%	7.2%	0.2%	11.2%	-1.0%	0.7%	17.6%	-0.2%	Jan '26
Corp Bond	110.84	0.06%	0.2%	0.2%	-0.5%	4.3%	8.2%	7.9%	0.6%	13.9%	-1.8%	-0.7%	26.0%	-0.7%	Oct '25
High Yield Bond	81.14	-0.05%	0.1%	0.6%	1.5%	3.8%	7.8%	8.6%	0.6%	27.1%	21.5%	17.2%	37.2%	New Peak	Jan '26
Preferred	31.91	-0.09%	0.4%	2.6%	2.2%	5.5%	5.9%	4.9%	3.1%	16.6%	11.3%	4.3%	28.1%	-0.1%	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	49.97	0.9%	2.6%	9.0%	12.9%	10.6%	14.5%	9.9%	10.2%	27.5%	48.4%	21.2%	55.6%	New Peak	Jan '26
Consumer Discretionary/Cyclical	123.13	0.4%	0.7%	0.4%	3.8%	10.9%	8.0%	7.4%	3.1%	79.1%	50.7%	21.1%	82.2%	-1.1%	Jan '26
Financial Services	53.07	-1.4%	-2.5%	-4.8%	0.3%	0.7%	5.8%	14.9%	-3.1%	55.6%	90.7%	43.8%	85.0%	-5.9%	Jan '26
Real Estate	90.54	0.2%	-2.2%	2.0%	-1.2%	0.6%	3.8%	3.3%	2.3%	15.6%	27.0%	-8.0%	35.0%	-3.6%	Nov '24
Communication Services	116.96	0.6%	1.6%	-1.0%	1.5%	8.4%	17.9%	23.1%	-0.6%	124.2%	78.4%	55.9%	154.2%	-1.4%	Sep '25
Energy	49.19	0.6%	3.1%	10.9%	12.6%	14.4%	11.3%	7.9%	10.0%	20.6%	182.2%	98.2%	37.3%	New Peak	Jan '26
Industrials	164.22	-0.8%	-1.6%	4.3%	6.4%	7.8%	18.0%	19.3%	5.9%	70.7%	100.2%	66.7%	103.8%	-1.6%	Jan '26
Technology	145.09	0.1%	-0.4%	-0.8%	-1.0%	11.3%	22.0%	24.6%	0.8%	120.8%	127.1%	70.6%	155.1%	-4.4%	Oct '25
Consumer Staples/Defensive	82.91	0.8%	1.0%	6.1%	5.7%	3.4%	9.3%	1.5%	6.7%	22.9%	45.2%	19.6%	33.8%	New Peak	Jan '26
Healthcare	157.48	-0.5%	1.1%	1.1%	8.3%	17.0%	11.0%	14.5%	1.7%	24.0%	45.0%	20.5%	36.3%	-1.4%	Jan '26
Utilities	42.56	-0.4%	-1.9%	-0.6%	-6.2%	2.4%	10.1%	16.0%	-0.3%	34.1%	57.6%	35.6%	52.9%	-7.7%	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	145.16	0.2%	0.1%	1.7%	4.0%	11.3%	20.9%	22.4%	2.6%	69.5%	69.1%	46.5%	99.0%	-0.2%	Jan '26
MSCI Emerging Markets	59.07	0.6%	2.1%	8.5%	8.7%	20.7%	40.8%	34.0%	8.0%	51.3%	19.0%	32.4%	86.5%	New Peak	Jan '26
FTSE Europe	86.93	0.7%	0.9%	3.8%	7.9%	11.8%	33.4%	35.8%	4.0%	58.3%	65.1%	43.9%	110.9%	New Peak	Jan '26
MSCI Japan	84.56	-0.4%	-1.1%	4.4%	6.4%	14.6%	29.2%	25.9%	4.7%	59.2%	37.9%	39.6%	90.1%	-1.1%	Jan '26
MSCI India	51.24	-1.1%	-3.0%	-5.1%	-6.0%	-5.2%	1.1%	2.7%	-5.2%	22.7%	33.3%	11.0%	27.6%	-12.8%	Sep '24
MSCI China	62.74	-0.06%	0.4%	3.5%	-1.5%	7.3%	35.3%	31.0%	4.4%	22.9%	-22.9%	10.9%	69.7%	-5.2%	Oct '25
International Bond	48.45	-0.04%	-0.2%	0.1%	-0.3%	1.7%	3.5%	2.9%	0.3%	12.9%	-0.4%	1.7%	17.7%	-0.6%	Oct '25
iShares Latin America	34.99	1.5%	7.7%	14.4%	25.2%	40.7%	63.3%	52.7%	14.9%	62.9%	76.2%	99.0%	78.6%	New Peak	Jan '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	633.83	0.04%	-0.4%	-0.1%	2.1%	9.3%	14.8%	17.8%	1.1%	79.6%	93.4%	52.9%	102.6%	-0.9%	Jan '26
US Large Growth	468.26	0.5%	-0.5%	-2.5%	-1.8%	7.2%	13.2%	18.3%	-1.1%	109.4%	95.1%	56.1%	129.2%	-4.7%	Oct '25
US Large Value	218.48	-0.6%	-0.2%	2.8%	6.4%	11.2%	14.8%	15.7%	3.9%	47.2%	71.7%	40.5%	70.4%	-0.6%	Jan '26

US MidCap Blend	298.63	-0.5%	-0.6%	1.5%	1.7%	4.7%	9.4%	11.6%	2.9%	45.3%	50.6%	25.6%	67.5%	-0.9%	Jan '26
US MidCap Growth	282.38	-0.4%	-1.0%	-0.8%	-4.3%	-2.5%	4.3%	10.7%	1.2%	50.4%	33.3%	15.6%	70.7%	-5.1%	Oct '25
US MidCap Value	184.69	-0.5%	-0.3%	3.0%	6.1%	10.1%	13.2%	12.1%	4.1%	39.3%	67.4%	34.5%	62.7%	-0.5%	Jan '26

US Small Blend	274.66	-1.1%	-0.3%	4.3%	6.5%	12.8%	10.6%	8.9%	6.5%	46.1%	41.7%	28.2%	66.4%	-1.1%	Jan '26
US Small Growth	346.76	-2.0%	-0.8%	4.1%	4.8%	18.8%	16.0%	12.9%	7.4%	53.5%	13.3%	20.4%	70.9%	-2.0%	Jan '26
US Small Value	195.62	-1.7%	0.1%	5.7%	8.4%	19.5%	18.4%	12.4%	8.0%	40.3%	49.6%	26.0%	58.8%	-1.7%	Jan '26

Foreign Large Blend	99.97	0.6%	0.4%	3.7%	7.1%	12.0%	30.7%	31.6%	4.1%	54.7%	55.6%	42.8%	98.5%	New Peak	Jan '26
Foreign Growth	119.51	0.5%	0.2%	4.2%	3.9%	8.1%	19.7%	20.7%	4.9%	38.6%	26.1%	16.0%	75.7%	-0.3%	Jan '26
Foreign Value	73.81	0.4%	0.5%	3.1%	10.2%	15.5%	41.5%	42.2%	3.4%	71.4%	87.5%	73.1%	122.1%	New Peak	Jan '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	23.61	0.6%	0.5%	0.4%	1.5%	1.0%	3.8%	3.6%	0.8%	25.4%	30.5%	26.3%	32.1%	New Peak	Jan '26
Ultra Short- Janus AAA CLO	50.80	0.08%	0.1%	0.6%	1.6%	2.8%	5.0%	5.2%	0.4%	22.1%	25.2%	23.8%	26.1%	New Peak	Jan '26
Bank Loan- Invesco	20.88	-0.10%	-0.3%	-98.8%	-98.8%	-98.8%	-98.7%	6.9%	-98.8%	-98.5%	-98.5%	-98.5%	-98.4%	-98.8%	Jan '26
Interval CEF- Cliffwater	10.49	0.10%	0.2%	0.6%	2.1%	4.0%	8.6%	8.9%	0.5%	37.5%	61.5%	47.9%	41.2%	New Peak	Jan '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	54.46	0.2%	0.0%	1.0%	3.4%	9.0%	14.2%	17.7%	2.1%	83.7%	129.4%	90.3%	110.2%	-0.4%	Jan '26
Int’l Min Volatility- Franklin	37.79	-0.2%	-0.6%	2.9%	8.9%	15.9%	28.5%	27.1%	2.6%	69.8%	114.1%	83.0%	96.5%	-0.6%	Jan '26
MidCap 30 - Hennessy (hi fee)	25.78	-1.3%	-1.8%	4.2%	6.5%	12.5%	4.7%	3.0%	6.2%	85.2%	124.3%	98.3%	103.8%	-1.8%	Jan '26
Small Value- Avantis	108.49	-1.6%	0.0%	4.5%	9.0%	15.3%	10.5%	7.4%	6.4%	43.3%	87.0%	44.0%	65.2%	-1.6%	Jan '26
Mid Value- Pacer Cash Cows	62.06	-0.05%	0.6%	2.2%	8.1%	10.5%	8.2%	9.0%	3.1%	34.5%	90.8%	42.5%	54.2%	-0.4%	Jan '26
Growth- S&P Momentum	117.92	-0.02%	-1.7%	-2.9%	-2.9%	3.5%	17.3%	26.6%	-1.2%	116.8%	127.7%	92.0%	135.9%	-4.8%	Oct '25
Invesco S&P Quality	76.83	-0.2%	-0.9%	0.6%	3.4%	6.6%	12.0%	13.2%	2.4%	74.3%	91.9%	52.3%	100.7%	-1.0%	Jan '26
Rotation Factor- BlackRock	60.79	0.08%	-0.5%	-1.4%	1.6%	9.2%	15.7%	20.0%	0.0%	101.6%	104.8%	69.0%	128.9%	-1.4%	Dec '25
US Min Volatility- Fidelity	67.50	0.06%	-0.4%	0.2%	2.7%	6.6%	10.8%	11.8%	1.1%	50.3%	69.6%	37.5%	67.8%	-0.7%	Jan '26
Derivative Income- JPMorgan	58.38	0.07%	-0.1%	1.5%	3.7%	6.2%	7.3%	8.1%	2.0%	34.6%	58.6%	32.1%	50.8%	-0.1%	Jan '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	15.82	0.06%	0.3%	-0.1%	0.6%	0.2%	5.3%	6.5%	0.1%	25.0%	31.0%	29.6%	29.1%	-1.6%	Aug '25
Multistrategy- AQR	14.14	0.4%	0.8%	1.0%	3.1%	9.3%	15.2%	16.4%	0.9%	44.4%	78.1%	65.8%	48.2%	-0.1%	Jan '26
Long Short- AQR	20.65	0.2%	0.2%	-2.7%	5.3%	13.7%	26.7%	34.4%	-2.4%	109.4%	212.7%	152.0%	140.3%	-3.0%	Dec '25
Mkt Neutral- BlackRock	14.59	0.2%	-0.5%	-0.3%	4.9%	11.8%	16.5%	18.3%	0.1%	62.3%	70.3%	69.2%	69.8%	-1.6%	Jan '26
Multi Strategy- Variant	26.26	0.08%	0.1%	-0.1%	1.1%	3.2%	6.4%	7.2%	-0.2%	22.1%	48.2%	33.5%	25.1%	-0.3%	Jan '26
Long Short- First Trust	71.42	0.2%	0.0%	-0.5%	2.2%	7.7%	6.1%	9.1%	0.6%	50.0%	64.6%	44.5%	59.8%	-0.5%	Dec '25

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)	327.93	-0.8%	-0.6%	4.4%	26.2%	70.9%	64.4%	66.0%	4.8%	238.2%	249.2%	127.9%	238.7%	-2.4%	Jan '26
Meta (Communications)	658.76	1.7%	6.2%	-1.3%	-10.7%	-7.7%	2.1%	13.1%	-0.2%	363.4%	141.7%	95.9%	420.3%	-16.5%	Aug '25
Amazon (Cyclical)	239.16	2.1%	0.0%	2.9%	6.7%	3.0%	1.8%	5.2%	3.6%	148.3%	45.3%	40.3%	111.8%	-5.8%	Nov '25
Tesla (Cyclical)	449.06	-0.07%	2.6%	-7.5%	3.5%	47.1%	10.4%	11.4%	-0.1%	212.1%	59.1%	12.3%	106.7%	-8.3%	Dec '25
Procter & Gamble (Defensive)	150.15	0.1%	3.9%	3.9%	-1.5%	-4.8%	-6.7%	-12.3%	4.8%	13.5%	30.1%	1.9%	31.1%	-14.2%	Dec '24
PepsiCo (Defensive)	144.58	0.12%	-1.2%	0.6%	-3.7%	2.0%	0.8%	-1.8%	0.7%	-6.5%	21.7%	-5.3%	-5.2%	-19.2%	May '23
Coca-Cola (Defensive)	72.88	1.4%	3.5%	4.0%	5.3%	7.0%	21.2%	15.6%	4.2%	31.7%	74.7%	38.5%	45.7%	New Peak	Jan '26
Exxon Mobil (Energy)	134.97	1.0%	3.9%	13.2%	18.0%	24.0%	28.8%	16.0%	12.2%	31.5%	248.2%	144.8%	53.2%	New Peak	Jan '26
Chevron (Energy)	166.72	0.04%	0.3%	10.8%	8.4%	9.4%	12.1%	10.1%	9.4%	4.6%	124.8%	64.3%	20.9%	-0.3%	Jan '26
JPMorgan Chase (Financial)	297.72	-1.9%	-4.7%	-9.1%	-0.5%	1.3%	14.7%	37.3%	-7.2%	130.9%	152.7%	105.4%	210.8%	-11.0%	Jan '26
Visa (Financial)	326.18	-0.06%	-0.6%	-8.2%	-5.9%	-7.5%	-0.5%	11.8%	-7.0%	49.0%	67.4%	51.8%	87.6%	-12.3%	Jun '25
Mastercard (Financial)	524.74	-1.5%	-2.7%	-9.3%	-8.4%	-6.6%	-1.1%	9.0%	-7.9%	40.5%	64.1%	45.0%	88.7%	-12.1%	Aug '25
Bank of America (Financial)	51.72	-1.4%	-2.4%	-8.1%	-1.1%	8.0%	13.8%	28.0%	-6.0%	61.9%	85.0%	24.0%	88.5%	-9.7%	Jan '26
UnitedHealth (Health)	356.26	0.5%	7.6%	8.8%	-1.1%	29.6%	-31.5%	-33.1%	7.9%	-23.4%	11.2%	-24.1%	-24.5%	-41.4%	Nov '24
Johnson & Johnson (Health)	220.14	0.8%	0.7%	5.9%	16.4%	31.6%	54.5%	47.5%	6.4%	43.3%	55.1%	44.3%	49.2%	New Peak	Jan '26
Eli Lilly (Health)	1064.29	-2.1%	2.5%	-1.2%	29.1%	32.6%	36.5%	40.2%	-1.0%	214.6%	444.1%	306.6%	236.7%	-4.1%	Nov '25
Union Pacific (Industrials)	229.65	-0.7%	0.1%	-2.3%	6.6%	5.4%	-5.5%	3.9%	-0.7%	21.3%	24.0%	1.7%	29.0%	-7.7%	Aug '24
Honeywell (Industrials)	221.46	-0.5%	0.9%	12.5%	9.4%	5.8%	8.4%	-6.4%	13.5%	21.1%	28.7%	23.7%	45.8%	-1.2%	Jul '25
Nvidia (IT)	187.67	1.5%	0.8%	-0.5%	0.8%	8.0%	31.6%	38.9%	0.6%	875.1%	1272.5%	524.3%	1534.0%	-9.4%	Oct '25
Broadcom (IT)	320.05	-1.7%	-9.0%	-8.6%	-9.5%	11.3%	32.0%	50.6%	-7.5%	472.2%	665.1%	420.9%	683.9%	-22.4%	Dec '25
Adobe (IT)	301.07	0.4%	1.7%	-14.7%	-14.8%	-19.0%	-30.8%	-21.3%	-14.0%	-16.7%	-36.3%	-46.7%	5.2%	-52.6%	Feb '24
Oracle (IT)	177.16	-0.6%	-7.3%	-10.1%	-37.3%	-26.7%	-2.5%	18.1%	-8.9%	104.7%	214.3%	113.4%	189.0%	-45.8%	Sep '25
salesforce.com (IT)	228.05	-0.02%	0.4%	-14.0%	-10.4%	-14.5%	-31.3%	-20.2%	-13.9%	49.1%	2.2%	-9.6%	62.2%	-37.5%	Dec '24
Linde PLC (Materials)	451.57	1.3%	2.9%	6.3%	1.6%	-3.6%	4.2%	3.2%	5.9%	42.9%	92.4%	40.8%	73.5%	-6.3%	Sep '25
Sherwin-Williams (Materials)	348.52	-0.6%	-2.6%	7.1%	4.6%	2.9%	-2.4%	-3.8%	7.6%	43.6%	49.3%	6.6%	78.1%	-12.0%	Nov '24
American Tower (Real Estate)	178.75	1.0%	-2.6%	3.3%	-5.8%	-21.3%	0.0%	-0.9%	1.8%	-8.1%	-7.6%	-29.1%	8.4%	-22.6%	Sep '24
Prologis Inc. (Real Estate)	127.15	0.4%	-4.5%	-1.5%	1.4%	17.8%	10.7%	25.1%	-0.4%	10.6%	44.5%	-13.0%	40.1%	-4.5%	Jan '26
NextEra Energy (Utilities)	84.81	-0.3%	1.4%	5.4%	1.2%	19.6%	20.1%	15.5%	5.6%	10.3%	14.4%	3.1%	27.9%	-1.7%	Nov '25
Duke Energy (Utilities)	117.43	-0.2%	-1.5%	0.0%	-7.0%	-0.2%	10.8%	12.7%	0.2%	30.4%	58.2%	32.8%	55.4%	-8.2%	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	15.89	0.06%	0.0%	0.6%	0.9%	4.9%	9.4%	9.4%	0.8%	21.7%	10.7%	9.1%	30.7%	-0.1%	Jan '26
Moderate-60% Stock	66.19	0.1%	0.1%	1.2%	2.7%	8.4%	16.3%	16.4%	1.8%	43.5%	39.7%	27.9%	62.4%	New Peak	Jan '26
Mod Agg-80% Stock	52.02	0.1%	0.2%	1.8%	3.7%	10.2%	19.1%	19.6%	2.5%	55.6%	52.0%	36.2%	78.9%	New Peak	Jan '26
Aggressive-90% Stock	31.24	0.2%	0.4%	2.6%	4.8%	11.7%	20.1%	20.9%	3.2%	57.0%	54.8%	35.7%	81.2%	New Peak	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	89727.44	0.3%	-6.1%	2.4%	-19.2%	-24.2%	-14.4%	-6.3%	2.5%	296.4%	171.9%	93.1%	368.4%	-28.1%	Oct '25
Ethereum	2959.12	0.3%	-10.2%	0.5%	-24.8%	-20.2%	-10.6%	-11.0%	-0.3%	90.1%	139.3%	-21.3%	128.5%	-38.8%	Aug '25
BNB	891.99	0.6%	-4.9%	5.4%	-19.6%	15.7%	31.1%	23.1%	3.3%	196.7%	2083.2%	74.2%	229.2%	-31.9%	Oct '25
Solana	127.75	-0.4%	-11.8%	4.3%	-34.0%	-30.0%	-49.6%	-34.2%	2.6%	460.4%	3717.8%	-25.0%	309.9%	-51.2%	Jan '25
Bitcoin ETF	50.70	0.06%	-6.5%	2.5%	-19.3%	-25.1%	-15.1%	-6.4%	2.1%	-	-	-	-	-28.9%	Oct '25
Grayscale Bitcoin (hi fee)	69.82	0.10%	-6.4%	2.4%	-19.5%	-25.5%	-16.1%	-7.6%	2.1%	545.7%	124.4%	125.5%	589.5%	-29.1%	Oct '25
Bloomberg Commodities	21.37	2.0%	5.4%	7.7%	12.4%	16.7%	20.3%	14.9%	9.4%	21.8%	74.0%	38.9%	20.5%	New Peak	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	4.83	-0.3%	-0.1%	0.7%	5.4%	-2.3%	-0.3%	1.1%	-0.1%	33.4%	160.3%	139.7%	24.4%	-5.3%	Oct '23
10yr Treasury rate	4.24	-0.2%	0.2%	2.5%	6.1%	-3.8%	-8.4%	-9.0%	1.8%	22.2%	288.5%	160.4%	8.6%	-15.0%	Oct '23
5yr Treasury rate	3.84	-0.2%	0.3%	3.3%	6.6%	-3.3%	-13.3%	-15.0%	3.1%	7.1%	784.6%	181.2%	-6.6%	-22.6%	Oct '23
13-week T-bill	3.58	-0.2%	0.7%	0.8%	-4.8%	-15.6%	-14.8%	-15.7%	1.0%	-21.7%	5017.1%	6658.5%	1.4%	-33.0%	Oct '23
Crude Oil	61.28	3.2%	3.1%	5.0%	-0.4%	-7.2%	-17.9%	-19.9%	6.7%	-23.5%	17.2%	-19.5%	-29.8%	-34.6%	Sep '23
Gold	4983.10	1.5%	8.6%	11.2%	21.0%	47.8%	79.4%	64.5%	15.2%	157.7%	168.5%	176.9%	198.3%	New Peak	Jan '26
EUR/USD	1.18	0.7%	1.3%	-0.3%	-	0.0%	12.9%	12.9%	0.1%	8.1%	-3.4%	3.4%	21.1%	-1.0%	Sep '25
USD/JPY	158.50	0.03%	-0.1%	1.5%	-	7.8%	1.5%	-0.4%	1.3%	21.4%	53.1%	37.7%	8.0%	-1.9%	Jul '24
S&P 500 Volatility Index	16.09	2.9%	1.5%	19.5%	-1.7%	4.5%	8.4%	-13.8%	7.6%	-16.2%	-26.6%	-3.1%	-52.1%	-69.3%	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	50.90	0.04%	0.1%	0.3%	1.0%	2.9%	5.9%	6.1%	0.2%	19.6%	18.2%	17.5%	22.7%	New Peak	Jan '26
Interm Muni- JPMorgan	50.72	0.06%	-0.2%	0.6%	0.8%	5.0%	4.7%	4.3%	0.4%	10.4%	6.2%	4.8%	16.3%	-0.2%	Jan '26
Interm Bond- Janus MSB	45.85	0.09%	0.0%	0.2%	0.7%	5.5%	9.1%	8.8%	0.4%	13.3%	3.3%	3.9%	20.8%	-0.3%	Jan '26
Interm Bond- Vanguard	77.82	0.10%	0.1%	-0.2%	-0.2%	3.6%	8.3%	8.5%	-0.1%	12.9%	-0.2%	2.0%	19.8%	-0.6%	Nov '25
Multisector Bond- Intrepid	9.09	0%	0.1%	1.0%	1.8%	4.4%	8.0%	8.2%	0.8%	30.5%	40.8%	29.2%	35.9%	New Peak	Jan '26
Int’l Bond- JPMorgan	49.04	0.02%	0.1%	0.7%	1.0%	3.5%	8.3%	8.2%	0.7%	19.2%	15.3%	14.5%	28.7%	New Peak	Jan '26
Long Bond- Vanguard	76.75	0.09%	0.3%	0.4%	-1.5%	5.4%	8.2%	7.2%	1.2%	9.8%	-11.0%	-10.5%	26.3%	-1.8%	Oct '25
Long CA Muni- PIMCO	9.44	0.11%	-0.2%	0.7%	0.4%	5.5%	3.9%	3.3%	0.2%	9.8%	2.0%	0.4%	15.4%	-0.3%	Jan '26
Long Muni- iShares	57.74	0%	-0.2%	0.6%	0.9%	6.0%	4.7%	3.4%	0.5%	8.6%	3.0%	2.5%	14.4%	-0.2%	Jan '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)

Below
Peak
Jan '26

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)

BelowPeak Jan '26

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

Below
Peak
Jan '26