VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

71.7%

[

18.2%

annualized]

Dec 30 2022 - Mar 25 2026

-5.5%

Below
Peak
Jan '26

DJIA (Large Value)

Return

40.1%

[

11.0%

annualized]

Dec 30 2022 - Mar 25 2026

-7.5%

Below
Peak
Feb '26

Russell 2000 (Small Cap)

Return

44.0%

[

11.9%

annualized]

Dec 30 2022 - Mar 25 2026

-6.7%

Below
Peak
Jan '26

Performance Range:

As of Mar 25 08:10 PM EDT, next update at 08:20 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	6591.90	0.5%	-0.2%	-4.6%	-4.9%	-0.8%	15.4%	16.4%	-3.7%	66.0%	65.9%	37.4%	84.3%	-5.5%	Jan '26
DJIA (Large Value)	46429.49	0.7%	0.9%	-6.2%	-4.7%	0.4%	9.4%	13.0%	-3.4%	44.0%	40.4%	26.9%	58.9%	-7.5%	Feb '26
Russell 2000 (Small Cap)	2536.38	1.2%	1.7%	-5.3%	0.1%	4.2%	22.3%	11.3%	2.2%	46.2%	14.2%	11.6%	50.3%	-6.7%	Jan '26
NASDAQ Comp (Tech/Growth)	21929.83	0.8%	-0.7%	-4.1%	-7.0%	-2.5%	22.5%	20.4%	-5.6%	85.5%	66.9%	38.5%	110.5%	-8.5%	Oct '25
Aggregate Bond	99.11	0.4%	-0.4%	-1.8%	-0.6%	0.7%	4.6%	7.2%	-0.5%	10.1%	0.9%	0.0%	16.8%	-2.0%	Feb '26
Corp Bond	108.73	0.4%	-0.4%	-2.3%	-1.4%	-0.4%	4.9%	7.9%	-1.0%	12.8%	0.8%	-2.2%	24.0%	-2.3%	Feb '26
High Yield Bond	79.42	0.3%	-0.3%	-1.3%	-1.0%	0.3%	5.9%	8.6%	-1.0%	28.1%	19.2%	15.3%	34.9%	-1.7%	Jan '26
Preferred	30.61	0.6%	-0.3%	-3.1%	-1.4%	-1.8%	3.8%	4.9%	-1.0%	22.1%	6.4%	0.2%	23.0%	-4.1%	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	49.41	2.0%	3.5%	-6.8%	7.2%	11.8%	15.7%	9.9%	9.0%	35.8%	36.3%	19.8%	53.8%	-7.9%	Feb '26
Consumer Discretionary/Cyclical	110.73	1.0%	0.9%	-5.4%	-9.3%	-7.4%	9.6%	7.4%	-7.3%	59.9%	38.6%	8.9%	63.9%	-11.1%	Jan '26
Financial Services	49.34	0.12%	0.7%	-6.0%	-11.3%	-8.1%	-0.9%	14.9%	-9.9%	66.2%	55.8%	33.7%	72.0%	-12.5%	Jan '26
Real Estate	87.84	-0.08%	-4.1%	-8.0%	-1.1%	-2.6%	0.3%	3.3%	-0.7%	24.5%	13.2%	-10.7%	31.0%	-8.4%	Mar '26
Communication Services	111.44	0.3%	-1.5%	-4.5%	-5.5%	-5.4%	13.5%	23.1%	-5.3%	102.6%	61.6%	48.5%	142.2%	-7.2%	Jan '26
Energy	60.57	-0.4%	2.0%	10.0%	37.0%	32.8%	32.5%	7.9%	35.5%	70.3%	186.8%	144.0%	69.0%	-0.4%	Mar '26
Industrials	165.10	0.7%	0.6%	-6.6%	5.0%	8.6%	24.9%	19.3%	6.4%	77.6%	80.7%	67.5%	104.9%	-7.7%	Mar '26
Technology	136.76	0.4%	-1.2%	-3.0%	-6.7%	-1.8%	28.7%	24.6%	-5.0%	91.1%	113.9%	60.8%	140.5%	-9.9%	Oct '25
Consumer Staples/Defensive	81.51	0.5%	-0.6%	-8.3%	4.2%	5.4%	4.3%	1.5%	4.9%	20.5%	34.8%	17.5%	31.5%	-9.4%	Feb '26
Healthcare	146.24	1.0%	-0.3%	-7.1%	-6.3%	8.4%	2.4%	14.5%	-5.5%	20.3%	34.9%	11.9%	26.6%	-8.7%	Feb '26
Utilities	45.25	0.4%	-2.8%	-4.1%	5.8%	5.0%	19.4%	16.0%	6.0%	49.9%	64.7%	44.1%	62.6%	-5.2%	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	139.34	0.9%	0.0%	-5.8%	-2.5%	2.4%	19.6%	22.4%	-1.5%	66.9%	59.6%	40.6%	91.1%	-6.3%	Feb '26
MSCI Emerging Markets	57.42	1.6%	-0.3%	-8.4%	4.8%	10.5%	32.5%	34.0%	5.0%	60.0%	21.2%	28.7%	81.3%	-9.3%	Feb '26
FTSE Europe	81.76	1.5%	-0.3%	-9.6%	-2.6%	4.5%	18.0%	35.8%	-2.2%	54.2%	51.4%	35.4%	98.4%	-9.6%	Feb '26
MSCI Japan	84.75	1.8%	0.8%	-8.4%	4.7%	9.3%	25.3%	25.9%	5.0%	62.2%	36.5%	39.9%	90.5%	-9.8%	Feb '26
MSCI India	47.42	2.2%	-0.2%	-9.8%	-11.9%	-9.2%	-7.7%	2.7%	-12.3%	24.1%	20.0%	2.7%	18.0%	-19.3%	Sep '24
MSCI China	56.65	1.8%	-0.3%	-4.4%	-7.5%	-10.8%	5.3%	31.0%	-5.7%	25.7%	-22.0%	0.1%	53.2%	-14.4%	Oct '25
International Bond	48.08	0.5%	-0.1%	-1.9%	-0.5%	0.1%	3.1%	2.9%	-0.3%	11.0%	0.5%	1.1%	17.1%	-2.1%	Feb '26
iShares Latin America	34.81	2.5%	2.8%	-5.4%	13.3%	24.5%	51.9%	52.7%	14.3%	81.7%	84.0%	98.0%	77.6%	-6.7%	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	605.66	0.5%	-0.2%	-4.5%	-4.6%	-0.2%	16.9%	17.8%	-3.4%	72.9%	78.1%	46.1%	93.6%	-5.3%	Jan '26
US Large Growth	432.20	0.6%	-0.7%	-4.8%	-10.0%	-6.9%	16.5%	18.3%	-8.7%	85.3%	84.5%	44.1%	111.6%	-12.0%	Oct '25
US Large Value	214.87	0.5%	0.4%	-4.7%	1.1%	6.4%	15.1%	15.7%	2.2%	54.8%	54.7%	38.1%	67.6%	-4.7%	Feb '26

US MidCap Blend	290.84	0.4%	0.3%	-5.3%	-1.2%	0.2%	12.2%	11.6%	0.2%	50.8%	41.0%	22.3%	63.1%	-5.3%	Feb '26
US MidCap Growth	263.52	0.7%	-0.6%	-6.0%	-7.3%	-9.3%	5.7%	10.7%	-5.6%	44.2%	27.2%	7.9%	59.3%	-11.5%	Oct '25
US MidCap Value	185.26	0.2%	0.9%	-4.7%	3.3%	7.3%	16.5%	12.1%	4.4%	53.8%	51.5%	34.9%	63.2%	-4.7%	Feb '26

US Small Blend	266.09	1.0%	1.0%	-4.9%	1.2%	5.1%	18.1%	8.9%	3.2%	53.1%	33.3%	24.2%	61.2%	-4.9%	Feb '26
US Small Growth	321.24	1.3%	1.1%	-5.7%	-3.0%	0.9%	21.9%	12.9%	-0.5%	50.5%	11.2%	11.5%	58.3%	-9.2%	Jan '26
US Small Value	191.20	1.2%	2.4%	-4.8%	3.6%	8.9%	25.5%	12.4%	5.5%	52.5%	30.9%	23.2%	55.2%	-4.9%	Feb '26

Foreign Large Blend	96.66	1.5%	0.1%	-8.4%	0.1%	6.3%	20.6%	31.6%	0.7%	54.8%	47.6%	38.1%	92.0%	-8.5%	Feb '26
Foreign Growth	112.12	1.5%	0.1%	-9.1%	-2.4%	1.2%	13.0%	20.7%	-1.6%	31.3%	20.6%	8.8%	64.9%	-9.1%	Feb '26
Foreign Value	73.44	1.3%	0.2%	-8.0%	2.5%	11.3%	28.3%	42.2%	2.8%	80.9%	76.8%	72.3%	121.0%	-8.1%	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	22.95		0.08%	0.0%	0.7%	-1.6%	-1.5%	2.0%	3.6%	-1.5%	23.9%	27.2%	23.5%	29.2%	-2.2%	Jan '26
Ultra Short- Janus AAA CLO	50.59		0%	0.2%	0.2%	0.5%	1.8%	5.0%	5.2%	0.4%	21.7%	24.7%	23.8%	26.0%	-0.1%	Jan '26
Bank Loan- Invesco	20.50		0.2%	-0.2%	0.8%	-1.3%	0.7%	5.2%	6.9%	-1.4%	26.5%	27.7%	25.1%	31.4%	-1.7%	Jan '26
Interval CEF- Cliffwater	10.55	p	EOD	0.1%	0.5%	1.2%	3.2%	7.8%	8.9%	1.1%	36.9%	59.8%	48.8%	42.0%	New Peak	Mar '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	51.79		0.7%	0.0%	-5.4%	-4.1%	0.5%	17.5%	17.7%	-2.9%	78.8%	98.3%	81.0%	99.9%	-6.1%	Feb '26
Int’l Min Volatility- Franklin	39.87		1.3%	0.6%	-3.9%	8.4%	17.4%	27.7%	27.1%	8.3%	82.3%	109.6%	93.1%	107.3%	-4.1%	Feb '26
MidCap 30 - Hennessy (hi fee)	24.15	p	EOD	0.5%	-6.8%	-2.5%	0.8%	10.1%	3.0%	-0.5%	73.0%	90.0%	85.8%	91.0%	-8.8%	Feb '26
Small Value- Avantis	110.73		0.7%	3.1%	-3.4%	6.8%	10.5%	25.7%	7.4%	8.6%	63.3%	64.7%	46.9%	68.6%	-4.2%	Feb '26
Mid Value- Pacer Cash Cows	62.36		0.4%	0.3%	-3.3%	2.7%	9.5%	14.7%	9.0%	3.6%	47.3%	66.8%	43.2%	54.9%	-4.0%	Feb '26
Growth- S&P Momentum	115.32		0.4%	-0.5%	-3.9%	-5.0%	-4.1%	21.8%	26.6%	-3.4%	124.8%	133.1%	87.7%	130.7%	-6.9%	Oct '25
Invesco S&P Quality	76.48		0.3%	0.6%	-5.2%	0.2%	5.5%	15.2%	13.2%	1.9%	72.8%	84.4%	51.6%	99.8%	-5.5%	Feb '26
Rotation Factor- BlackRock	58.99		0.4%	0.1%	-4.0%	-4.2%	0.3%	19.8%	20.0%	-3.0%	93.7%	91.8%	64.0%	122.2%	-4.8%	Feb '26
US Min Volatility- Fidelity	64.83		0.4%	-0.5%	-4.8%	-3.8%	-0.9%	7.9%	11.8%	-2.9%	46.1%	57.7%	32.1%	61.1%	-5.6%	Feb '26
Derivative Income- JPMorgan	56.73		0.3%	0.1%	-4.2%	-0.9%	2.9%	6.6%	8.1%	-0.3%	34.2%	48.2%	29.1%	47.4%	-4.7%	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	16.52	p	EOD	0.4%	3.3%	4.3%	3.3%	9.0%	6.5%	4.5%	31.4%	37.8%	35.3%	34.8%	-0.5%	Mar '26
Multistrategy- AQR	14.40	p	EOD	-0.5%	-1.3%	2.6%	5.8%	11.9%	16.4%	2.8%	49.2%	73.9%	68.8%	50.9%	-1.4%	Feb '26
Long Short- AQR	20.56	p	EOD	0.0%	-2.3%	-3.3%	5.0%	18.6%	34.4%	-2.8%	110.3%	174.7%	150.9%	139.2%	-3.4%	Dec '25
Mkt Neutral- BlackRock	15.23	p	EOD	0.8%	2.4%	4.2%	7.2%	17.8%	18.3%	4.5%	67.6%	69.9%	76.6%	77.2%	New Peak	Mar '26
Multi Strategy- Variant	26.62	p	EOD	0.1%	0.6%	1.3%	3.6%	6.7%	7.2%	1.1%	22.2%	47.3%	35.3%	26.8%	New Peak	Mar '26
Long Short- First Trust	70.11		-0.13%	0.8%	-1.9%	-2.3%	0.9%	10.3%	9.1%	-1.2%	46.8%	61.6%	41.8%	56.8%	-2.8%	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)	290.93	0.2%	-5.3%	-5.4%	-7.2%	18.1%	76.7%	66.0%	-7.1%	178.0%	189.5%	102.2%	200.5%	-15.4%	Feb '26
Meta (Communications)	594.89	0.3%	-1.9%	-9.5%	-10.3%	-19.9%	-2.4%	13.1%	-9.9%	190.8%	111.7%	76.9%	369.8%	-24.6%	Aug '25
Amazon (Cyclical)	211.71	2.2%	1.4%	1.8%	-8.9%	-3.7%	5.3%	5.2%	-8.3%	115.7%	38.7%	24.2%	87.5%	-16.6%	Nov '25
Tesla (Cyclical)	385.95	0.8%	1.5%	-5.5%	-18.8%	-12.4%	41.9%	11.4%	-14.2%	102.7%	87.1%	-3.5%	77.7%	-21.2%	Dec '25
Procter & Gamble (Defensive)	143.92	0.5%	-0.6%	-12.1%	0.1%	-4.3%	-11.2%	-12.3%	1.1%	5.9%	20.5%	-1.6%	26.5%	-17.2%	Dec '24
PepsiCo (Defensive)	151.73	0.8%	-0.7%	-8.6%	6.5%	10.1%	6.2%	-1.8%	6.7%	-6.3%	24.2%	0.3%	0.4%	-14.4%	May '23
Coca-Cola (Defensive)	75.25	0.8%	-0.4%	-6.5%	7.7%	15.4%	9.8%	15.6%	7.6%	34.2%	63.5%	43.0%	50.4%	-7.7%	Feb '26
Exxon Mobil (Energy)	163.26	-1.3%	3.2%	9.9%	38.0%	41.4%	42.8%	16.0%	36.6%	74.7%	242.6%	198.1%	86.6%	-1.3%	Mar '26
Chevron (Energy)	205.15	-0.8%	1.8%	11.4%	38.1%	30.8%	27.6%	10.1%	35.9%	49.3%	135.1%	104.1%	50.2%	-0.8%	Mar '26
JPMorgan Chase (Financial)	295.42	1.0%	2.6%	-3.5%	-9.5%	-5.7%	20.1%	37.3%	-7.9%	153.9%	116.3%	103.8%	208.4%	-11.7%	Jan '26
Visa (Financial)	304.91	0.4%	1.7%	-3.7%	-13.9%	-9.3%	-10.7%	11.8%	-12.9%	41.1%	48.1%	42.2%	75.7%	-17.8%	Jun '25
Mastercard (Financial)	502.76	0.8%	2.4%	-2.3%	-13.1%	-10.8%	-7.9%	9.0%	-11.8%	45.5%	41.3%	39.0%	80.8%	-15.8%	Aug '25
Bank of America (Financial)	48.75	1.3%	3.7%	-6.3%	-12.7%	-5.6%	16.4%	28.0%	-10.9%	94.2%	42.3%	17.5%	78.7%	-14.4%	Jan '26
UnitedHealth (Health)	270.55	-0.6%	-3.5%	-5.6%	-18.5%	-20.8%	-46.7%	-33.1%	-18.0%	-40.2%	-22.3%	-42.4%	-42.7%	-55.5%	Nov '24
Johnson & Johnson (Health)	239.93	2.0%	1.0%	-1.5%	16.2%	35.1%	52.5%	47.5%	16.6%	71.9%	67.5%	58.1%	63.5%	-3.5%	Mar '26
Eli Lilly (Health)	916.31	1.5%	-0.1%	-10.3%	-14.8%	26.9%	11.7%	40.2%	-14.6%	178.7%	419.8%	250.6%	190.4%	-17.3%	Nov '25
Union Pacific (Industrials)	241.33	0.7%	3.1%	-8.6%	3.9%	3.7%	3.8%	3.9%	4.9%	37.1%	21.2%	7.4%	36.3%	-9.6%	Mar '26
Honeywell (Industrials)	225.79	1.9%	-1.4%	-5.8%	15.0%	16.3%	14.8%	-6.4%	16.3%	35.8%	21.5%	26.8%	49.4%	-9.0%	Mar '26
Nvidia (IT)	178.68	2.0%	0.1%	-3.4%	-6.2%	0.3%	57.1%	38.9%	-4.2%	567.8%	1295.1%	494.4%	1455.7%	-13.7%	Oct '25
Broadcom (IT)	318.81	0.2%	-0.1%	-0.9%	-9.5%	-4.5%	78.9%	50.6%	-7.9%	420.4%	629.5%	418.9%	680.9%	-22.7%	Dec '25
Adobe (IT)	237.25	-0.7%	-3.6%	-8.4%	-32.9%	-34.2%	-40.4%	-21.3%	-32.2%	-36.7%	-49.4%	-58.0%	-17.1%	-62.6%	Feb '24
Oracle (IT)	146.02	-0.7%	-6.1%	-2.9%	-26.1%	-48.3%	-0.2%	18.1%	-24.9%	72.0%	122.6%	75.9%	138.2%	-55.3%	Sep '25
salesforce.com (IT)	181.96	-0.6%	-6.7%	-8.8%	-31.6%	-25.1%	-34.8%	-20.2%	-31.3%	-3.1%	-11.9%	-27.9%	29.4%	-50.2%	Dec '24
Linde PLC (Materials)	492.34	2.6%	0.5%	-1.2%	15.9%	4.2%	7.8%	3.2%	15.5%	48.0%	86.7%	53.5%	89.2%	-3.3%	Mar '26
Sherwin-Williams (Materials)	321.95	2.6%	3.7%	-10.5%	-0.9%	-5.4%	-5.7%	-3.8%	-0.4%	56.5%	33.0%	-1.3%	64.9%	-18.6%	Nov '24
American Tower (Real Estate)	167.27	-1.8%	-8.5%	-9.6%	-4.3%	-12.3%	-17.6%	-0.9%	-4.7%	-7.3%	-18.9%	-33.7%	1.5%	-27.5%	Sep '24
Prologis Inc. (Real Estate)	130.36	0.01%	-0.6%	-8.6%	1.3%	15.0%	20.4%	25.1%	2.1%	21.6%	39.6%	-10.9%	43.7%	-8.7%	Mar '26
NextEra Energy (Utilities)	91.16	-0.5%	-1.4%	-0.2%	14.1%	21.8%	34.6%	15.5%	14.3%	31.5%	40.1%	11.6%	38.4%	-4.1%	Feb '26
Duke Energy (Utilities)	128.16	0.6%	-1.2%	-0.8%	10.3%	6.0%	13.3%	12.7%	10.3%	52.7%	62.4%	46.1%	71.0%	-4.0%	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	15.64	p	EOD	-0.7%	-3.2%	-1.0%	0.9%	7.2%	9.4%	-0.8%	20.0%	10.6%	7.4%	28.7%	-3.2%	Feb '26
Moderate-60% Stock	64.54		0.7%	-0.1%	-4.3%	-1.4%	2.3%	13.9%	16.4%	-0.7%	42.4%	35.0%	24.7%	58.3%	-4.5%	Feb '26
Mod Agg-80% Stock	49.97	p	EOD	-0.9%	-6.0%	-2.2%	2.0%	16.7%	19.6%	-1.5%	53.0%	44.3%	30.8%	71.9%	-6.2%	Feb '26
Aggressive-90% Stock	29.97	p	EOD	-0.8%	-6.3%	-1.7%	3.2%	19.0%	20.9%	-1.0%	54.7%	47.0%	30.2%	73.9%	-6.8%	Feb '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	71241.80	0.05%	1.9%	5.6%	-18.4%	-35.1%	-18.0%	-6.3%	-18.6%	159.1%	29.2%	53.3%	271.9%	-42.9%	Oct '25
Ethereum	2166.97	0.04%	1.4%	6.9%	-25.9%	-46.3%	7.9%	-11.0%	-27.0%	23.7%	27.3%	-42.4%	67.3%	-55.1%	Aug '25
BNB	647.80	0.2%	1.3%	3.5%	-22.3%	-32.6%	4.9%	23.1%	-25.0%	101.0%	153.9%	26.5%	139.1%	-50.6%	Oct '25
Solana	91.61	0.12%	3.0%	6.6%	-25.0%	-55.4%	-33.3%	-34.2%	-26.4%	343.0%	519.8%	-46.2%	193.9%	-65.0%	Jan '25
Bitcoin ETF	40.17	2.3%	0.9%	5.0%	-19.0%	-35.1%	-18.3%	-6.4%	-19.1%	-	-	-	-	-43.7%	Oct '25
Grayscale Bitcoin (hi fee)	55.18	2.2%	0.9%	4.9%	-19.3%	-35.6%	-19.3%	-7.6%	-19.3%	281.8%	31.6%	78.2%	444.9%	-43.9%	Oct '25
Bloomberg Commodities	23.44	0.13%	-2.0%	8.7%	16.8%	26.5%	28.6%	14.9%	20.0%	44.7%	78.8%	52.4%	32.2%	-3.3%	Mar '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	4.90	-0.9%	0.9%	4.9%	1.6%	2.7%	4.6%	1.1%	1.2%	34.4%	106.9%	142.9%	26.1%	-4.0%	Oct '23
10yr Treasury rate	4.33	-1.5%	1.1%	7.7%	4.6%	3.4%	-0.2%	-9.0%	4.0%	28.0%	160.7%	165.8%	10.9%	-13.2%	Oct '23
5yr Treasury rate	3.97	-1.5%	1.3%	10.8%	7.4%	5.3%	-2.8%	-15.0%	6.7%	16.5%	363.8%	190.8%	-3.5%	-20.0%	Oct '23
13-week T-bill	3.62	0.00%	0.2%	0.9%	2.2%	-6.2%	-13.6%	-15.7%	2.1%	-19.6%	24033.3%	6730.2%	2.5%	-32.3%	Oct '23
Crude Oil	91.07	0.12%	-5.3%	39.7%	60.5%	38.6%	30.8%	-19.9%	58.6%	31.5%	49.4%	19.7%	4.4%	-7.7%	Mar '26
Gold	4501.30	0.3%	-2.2%	-13.0%	-0.6%	19.2%	49.0%	64.5%	4.1%	127.1%	159.9%	150.2%	169.5%	-15.4%	Jan '26
USD/EUR	0.86	0.4%	-0.9%	2.1%	1.9%	-	-6.7%	-11.4%	1.6%	-6.3%	1.8%	-1.7%	-16.1%	-11.4%	Jan '25
USD/JPY	159.34	0.4%	-0.3%	2.0%	2.1%	-	6.3%	-0.4%	1.9%	21.8%	45.9%	38.4%	8.6%	-1.4%	Jul '24
S&P 500 Volatility Index	25.33	-6.0%	5.3%	36.0%	86.2%	65.7%	38.2%	-13.8%	69.4%	16.5%	34.3%	52.6%	-24.5%	-51.6%	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	50.60		0.08%	-0.1%	-0.8%	0.0%	1.2%	4.5%	6.1%	0.0%	18.7%	18.0%	17.2%	22.4%	-1.0%	Feb '26
Interm Muni- JPMorgan	49.98		0.3%	-0.9%	-2.2%	-0.6%	0.7%	3.7%	4.3%	-0.7%	9.4%	5.9%	3.5%	15.0%	-2.3%	Feb '26
Interm Bond- Janus MSB	45.28		0.5%	-0.4%	-2.0%	-0.7%	1.5%	5.8%	8.8%	-0.5%	11.9%	3.1%	3.0%	19.8%	-2.2%	Feb '26
Interm Bond- Vanguard	77.07		0.4%	-0.4%	-1.9%	-0.9%	0.6%	5.3%	8.5%	-0.7%	11.2%	2.3%	1.4%	19.1%	-2.2%	Feb '26
Multisector Bond- Intrepid	8.91	p	EOD	0.0%	-0.4%	0.1%	1.2%	6.5%	8.2%	-0.1%	30.3%	35.2%	28.1%	34.6%	-1.0%	Jan '26
Int’l Bond- JPMorgan	47.89		0.5%	-0.1%	-2.7%	-1.4%	0.0%	4.8%	8.2%	-1.3%	16.5%	13.5%	12.3%	26.1%	-2.7%	Feb '26
Long Bond- Vanguard	74.55		0.5%	-0.6%	-3.2%	-2.0%	-1.5%	4.3%	7.2%	-1.3%	9.1%	-7.4%	-12.7%	23.2%	-4.2%	Oct '25
Long CA Muni- PIMCO	9.31	p	EOD	-1.1%	-2.6%	-0.7%	0.5%	2.7%	3.3%	-1.2%	9.1%	1.7%	-1.0%	13.8%	-2.7%	Feb '26
Long Muni- iShares	56.72		0.3%	-1.0%	-2.6%	-0.9%	1.0%	4.0%	3.4%	-1.0%	7.6%	2.6%	0.9%	12.6%	-2.7%	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

Below
Peak
Jan '26

DJIA (Large Value)

Below
Peak
Feb '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 Feb '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
Feb '26

Below
Peak
Jan '26