VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

83.8%

[

12.9%

annualized]

Dec 31 2020 - Jan 05 2026

-0.4%

Below
Peak
Dec '25

DJIA (Large Value)

Return

60.0%

[

9.8%

annualized]

Dec 31 2020 - Jan 05 2026

New Peak

Russell 2000 (Small Cap)

Return

29.0%

[

5.2%

annualized]

Dec 31 2020 - Jan 05 2026

-1.6%

Below
Peak
Dec '25

Performance Range:

As of Jan 05 11:20 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	6902.05	0.6%	0.1%	0.5%	2.4%	9.9%	15.5%	16.4%	0.8%	77.2%	84.1%	43.9%	93.0%	-0.4%	Dec '25
DJIA (Large Value)	48977.18	1.2%	1.3%	2.1%	4.9%	9.3%	14.7%	13.0%	1.9%	45.6%	58.9%	33.9%	67.7%	New Peak	Jan '26
Russell 2000 (Small Cap)	2547.92	1.6%	1.9%	1.0%	2.5%	13.3%	12.4%	11.3%	2.7%	42.1%	23.8%	12.1%	51.0%	-1.6%	Dec '25
NASDAQ Comp (Tech/Growth)	23395.82	0.7%	-0.1%	-0.8%	2.0%	13.6%	17.8%	20.4%	0.7%	121.4%	83.6%	47.8%	124.6%	-2.3%	Oct '25
Aggregate Bond	100.04	0.2%	-0.1%	0.3%	1.1%	3.6%	7.6%	7.2%	0.2%	12.5%	-1.1%	0.6%	17.5%	-1.8%	Dec '20
Corp Bond	110.47	0.3%	-0.2%	0.0%	0.5%	3.6%	8.7%	7.9%	0.3%	15.9%	-2.2%	-1.0%	25.5%	-3.9%	Sep '21
High Yield Bond	80.88	0.3%	0.2%	0.6%	1.5%	3.6%	8.3%	8.6%	0.3%	27.9%	21.6%	16.8%	36.7%	New Peak	Jan '26
Preferred	31.33	0.2%	0.9%	1.7%	-0.1%	4.0%	4.4%	4.9%	1.2%	18.9%	10.2%	2.4%	25.8%	-0.6%	Sep '25

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	46.58	1.0%	1.9%	6.2%	4.3%	3.0%	13.5%	9.9%	2.7%	22.9%	34.8%	13.0%	45.1%	-2.2%	Oct '24
Consumer Discretionary/Cyclical	120.30	1.6%	0.0%	0.7%	0.5%	9.2%	7.0%	7.4%	0.7%	86.9%	54.4%	18.4%	78.1%	-1.9%	Dec '25
Financial Services	56.13	2.2%	1.7%	4.9%	4.9%	6.2%	17.5%	14.9%	2.5%	66.5%	100.6%	52.1%	95.7%	New Peak	Jan '26
Real Estate	88.72	0.2%	-0.6%	-0.4%	-1.1%	0.4%	4.4%	3.2%	0.3%	18.6%	29.6%	-9.8%	32.4%	-10.5%	Dec '21
Communication Services	117.75	0.7%	-0.5%	0.9%	1.4%	9.7%	20.5%	23.1%	0.0%	141.3%	86.3%	57.0%	156.0%	-0.7%	Sep '25
Energy	46.89	2.7%	4.3%	3.0%	5.9%	9.6%	11.3%	7.9%	4.9%	18.6%	177.2%	89.1%	30.9%	New Peak	Jan '26
Industrials	159.85	1.2%	2.2%	3.8%	3.4%	7.8%	22.4%	19.3%	3.0%	65.9%	93.1%	62.3%	98.4%	New Peak	Jan '26
Technology	144.62	0.2%	-0.5%	-1.2%	0.7%	12.9%	21.9%	24.6%	0.5%	137.0%	137.7%	70.1%	154.3%	-4.8%	Oct '25
Consumer Staples/Defensive	77.35	-0.4%	-1.0%	-0.6%	0.7%	-4.5%	2.5%	1.5%	-0.4%	10.7%	32.1%	11.6%	24.9%	-5.7%	Aug '25
Healthcare	155.04	-0.3%	-0.4%	1.6%	8.0%	15.4%	13.5%	14.5%	0.2%	20.1%	45.6%	18.7%	34.2%	-1.9%	Nov '25
Utilities	42.70	-1.1%	-0.6%	-0.6%	-4.2%	5.8%	15.2%	16.0%	0.0%	31.9%	58.8%	36.1%	53.5%	-7.4%	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	143.68	0.8%	0.9%	2.0%	3.5%	11.7%	22.4%	22.4%	1.5%	74.0%	71.1%	44.9%	97.0%	New Peak	Jan '26
MSCI Emerging Markets	56.86	1.1%	3.6%	5.4%	5.9%	18.3%	37.7%	34.0%	3.9%	52.8%	21.0%	27.4%	79.5%	New Peak	Jan '26
FTSE Europe	85.23	0.8%	1.5%	4.9%	6.1%	10.9%	36.7%	35.8%	1.9%	61.5%	61.0%	41.1%	106.7%	New Peak	Jan '26
MSCI Japan	83.13	2.2%	2.7%	3.0%	3.6%	15.6%	28.9%	25.8%	3.0%	65.8%	37.6%	37.1%	86.8%	New Peak	Jan '26
MSCI India	54.29	-0.5%	1.2%	0.6%	2.9%	-2.7%	3.1%	2.7%	0.4%	30.2%	42.6%	17.6%	35.1%	-7.6%	Sep '24
MSCI China	62.67	0.7%	3.4%	1.2%	-4.8%	15.9%	40.4%	31.0%	4.3%	29.8%	-14.9%	10.3%	69.4%	-28.1%	Feb '21
International Bond	48.38	0.1%	0.0%	0.1%	0.5%	1.0%	3.2%	2.9%	0.1%	13.9%	-0.9%	1.5%	17.6%	-1.1%	Jan '21
iShares Latin America	31.47	2.1%	2.7%	4.4%	13.5%	20.2%	54.3%	51.6%	3.3%	55.7%	49.0%	77.4%	59.3%	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	632.46	0.7%	0.1%	0.6%	2.7%	10.6%	16.9%	17.8%	0.8%	84.8%	97.9%	52.6%	102.1%	-0.4%	Dec '25
US Large Growth	473.57	0.4%	-0.7%	-1.0%	0.2%	10.8%	15.4%	18.3%	0.1%	124.0%	106.6%	57.7%	131.7%	-3.6%	Oct '25
US Large Value	214.62	1.1%	1.3%	2.5%	5.1%	9.7%	17.3%	15.7%	2.0%	46.4%	69.6%	37.9%	67.4%	New Peak	Jan '26

US MidCap Blend	296.09	1.2%	1.1%	1.4%	0.6%	5.2%	12.5%	11.6%	2.0%	49.5%	52.7%	24.5%	66.1%	New Peak	Dec '25
US MidCap Growth	284.71	1.2%	0.9%	0.0%	-3.9%	-0.4%	10.0%	10.7%	2.0%	60.8%	39.4%	16.6%	72.1%	-4.3%	Oct '25
US MidCap Value	180.92	1.1%	1.2%	2.6%	3.9%	9.2%	14.2%	12.1%	2.0%	38.8%	65.8%	31.8%	59.3%	New Peak	Jan '26

US Small Blend	264.97	1.3%	1.7%	2.2%	3.0%	9.7%	10.2%	8.9%	2.7%	47.8%	42.1%	23.7%	60.6%	-0.1%	Dec '25
US Small Growth	333.36	1.9%	2.3%	0.9%	1.9%	14.5%	13.6%	12.9%	3.2%	56.6%	17.1%	15.7%	64.2%	-1.5%	Dec '25
US Small Value	185.19	1.3%	1.4%	1.4%	3.6%	13.4%	14.1%	12.4%	2.2%	38.4%	45.6%	19.3%	50.3%	-1.7%	Dec '25

Foreign Large Blend	98.15	1.1%	1.8%	4.3%	4.9%	11.6%	33.1%	31.5%	2.2%	58.7%	53.0%	40.1%	94.8%	New Peak	Jan '26
Foreign Growth	117.26	1.8%	2.5%	3.6%	1.5%	6.9%	22.5%	20.7%	2.9%	42.9%	24.9%	13.7%	72.4%	New Peak	Jan '26
Foreign Value	72.58	0.6%	1.3%	4.9%	8.3%	16.1%	43.4%	42.2%	1.6%	74.9%	83.3%	70.0%	118.2%	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	23.48	0.2%	0.0%	-0.1%	0.6%	0.9%	3.6%	3.6%	0.3%	27.4%	31.0%	25.6%	31.4%	-0.4%	Sep '25
Ultra Short- Janus AAA CLO	50.59	-0.04%	0.0%	0.6%	1.3%	2.7%	5.1%	5.2%	0.0%	21.9%	24.3%	22.7%	24.9%	New Peak	Jan '26
Bank Loan- Invesco	21.03	0.10%	0.1%	0.8%	2.1%	3.7%	6.8%	6.9%	0.1%	27.7%	29.7%	27.1%	33.5%	New Peak	Jan '26
Interval CEF- Cliffwater	1000.96	0.10%	0.1%	-44.7%	-43.9%	-42.7%	-40.2%	-40.2%	0.1%	-24.2%	-10.8%	-19.1%	-22.7%	-44.9%	Dec '25

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	54.13	0.7%	0.8%	1.8%	3.8%	10.4%	16.4%	17.7%	1.4%	87.8%	129.9%	89.2%	108.9%	New Peak	Jan '26
Int’l Min Volatility- Franklin	37.20	-0.2%	0.6%	2.9%	8.2%	16.4%	27.9%	27.1%	1.0%	69.6%	110.3%	80.3%	93.5%	-0.2%	Jan '26
MidCap 30 - Hennessy (hi fee)	1012.45	1.2%	1.2%	-85.2%	-85.2%	-84.7%	-85.0%	-85.0%	1.2%	-73.5%	-66.7%	-72.4%	-71.7%	-86.1%	Nov '24
Small Value- Avantis	104.66	1.5%	1.7%	2.1%	4.5%	11.1%	9.6%	7.4%	2.6%	44.2%	86.3%	38.9%	59.4%	-1.1%	Dec '25
Mid Value- Pacer Cash Cows	60.94	0.8%	0.5%	0.4%	5.2%	8.2%	8.0%	7.9%	1.3%	35.2%	91.5%	38.5%	49.9%	-1.0%	Dec '25
Growth- S&P Momentum	120.42	0.6%	0.1%	-0.1%	0.3%	7.5%	24.4%	26.6%	0.9%	119.6%	145.3%	96.1%	141.0%	-2.8%	Oct '25
Invesco S&P Quality	76.25	1.1%	0.7%	2.1%	3.3%	6.4%	14.2%	13.3%	1.6%	76.6%	93.8%	51.2%	99.3%	-0.1%	Dec '25
Rotation Factor- BlackRock	61.33	0.7%	0.1%	0.6%	3.3%	11.9%	18.9%	20.0%	0.9%	113.1%	112.8%	70.5%	131.0%	-0.6%	Dec '25
US Min Volatility- Fidelity	66.83	0.1%	-0.6%	-0.4%	1.5%	5.8%	12.1%	11.8%	0.1%	49.5%	68.2%	36.2%	66.1%	-1.2%	Nov '25
Derivative Income- JPMorgan	57.47	0.3%	-0.1%	0.1%	2.1%	4.1%	7.0%	7.3%	0.4%	31.5%	56.8%	29.1%	47.3%	-0.9%	Dec '25

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	1000.00	0%	0.0%	-86.3%	-86.4%	-86.0%	-85.4%	-85.4%	0.0%	-82.9%	-82.2%	-82.3%	-82.3%	-86.5%	Aug '25
Multistrategy- AQR	1004.99	0.5%	0.5%	-46.9%	-46.0%	-43.7%	-39.3%	-39.4%	0.5%	-25.5%	-5.7%	-14.1%	-23.2%	-47.7%	Nov '25
Long Short- AQR	1002.37	0.2%	0.2%	-78.2%	-77.1%	-75.7%	-72.0%	-71.7%	0.2%	-55.1%	-31.0%	-45.6%	-48.1%	-79.1%	Dec '25
Mkt Neutral- BlackRock	1007.54	0.8%	0.8%	-53.1%	-51.7%	-50.0%	-46.4%	-46.4%	0.8%	-25.8%	-20.9%	-22.8%	-22.5%	-54.5%	Dec '25
Multi Strategy- Variant	1000.00	0%	0.0%	-44.8%	-44.1%	-43.0%	-41.2%	-41.1%	0.0%	-32.5%	-17.7%	-26.5%	-31.1%	-45.0%	Dec '25
Long Short- First Trust	71.30	0.4%	-0.3%	0.3%	2.1%	8.1%	7.6%	9.1%	0.4%	51.7%	68.9%	44.3%	59.5%	-0.6%	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)	316.54	0.4%	0.9%	-1.4%	26.5%	76.6%	61.4%	66.0%	1.1%	265.2%	270.2%	120.0%	226.9%	-2.1%	Nov '25
Meta (Communications)	658.79	1.3%	-1.1%	-2.1%	-7.9%	-8.2%	4.9%	13.1%	-0.2%	410.2%	151.9%	96.0%	420.3%	-16.5%	Aug '25
Amazon (Cyclical)	233.06	2.9%	0.2%	1.5%	5.5%	4.3%	2.4%	5.2%	1.0%	170.7%	48.5%	36.8%	106.4%	-8.2%	Nov '25
Tesla (Cyclical)	451.67	3.1%	-0.6%	-0.7%	-0.3%	43.2%	9.9%	11.4%	0.4%	299.5%	79.2%	12.9%	107.9%	-7.8%	Dec '25
Procter & Gamble (Defensive)	140.37	-1.0%	-2.6%	-2.1%	-6.0%	-11.5%	-10.3%	-12.3%	-2.1%	-1.6%	13.5%	-4.7%	22.5%	-19.8%	Dec '24
PepsiCo (Defensive)	139.92	-1.6%	-2.9%	-3.5%	1.1%	5.4%	-0.5%	-1.8%	-2.5%	-14.7%	14.2%	-8.3%	-8.2%	-21.8%	May '23
Coca-Cola (Defensive)	67.94	-1.7%	-3.0%	-2.9%	3.5%	-3.4%	15.0%	15.6%	-2.8%	17.3%	56.3%	29.1%	35.8%	-6.4%	Nov '25
Exxon Mobil (Energy)	125.36	2.2%	3.6%	7.6%	10.7%	13.8%	20.6%	16.0%	4.2%	25.7%	243.8%	127.4%	42.3%	New Peak	Jan '26
Chevron (Energy)	163.85	5.1%	7.6%	9.2%	7.6%	12.9%	16.4%	10.1%	7.5%	5.3%	125.7%	61.5%	18.8%	-1.0%	Jan '23
JPMorgan Chase (Financial)	334.04	2.6%	3.3%	6.0%	8.0%	13.4%	40.9%	37.3%	3.7%	158.8%	187.1%	129.4%	247.1%	New Peak	Jan '26
Visa (Financial)	353.80	2.1%	0.1%	6.8%	1.5%	-1.0%	13.8%	11.8%	0.9%	66.2%	72.5%	64.7%	103.5%	-4.9%	Jun '25
Mastercard (Financial)	568.57	1.0%	-1.5%	4.2%	-1.6%	0.1%	11.7%	9.0%	-0.4%	57.1%	68.3%	56.9%	104.2%	-4.9%	Aug '25
Bank of America (Financial)	56.89	1.7%	2.9%	5.4%	13.5%	17.5%	28.2%	28.0%	3.4%	78.9%	99.7%	36.4%	107.3%	New Peak	Jan '26
UnitedHealth (Health)	342.02	1.7%	3.0%	4.1%	-4.0%	12.3%	-31.8%	-33.1%	3.6%	-26.3%	3.3%	-27.1%	-27.5%	-43.7%	Nov '24
Johnson & Johnson (Health)	204.31	-1.5%	-1.3%	1.2%	9.3%	32.8%	46.6%	47.5%	-1.3%	24.2%	47.3%	33.9%	38.5%	-4.6%	Dec '25
Eli Lilly (Health)	1041.51	-3.6%	-3.5%	3.1%	23.4%	33.9%	37.1%	40.2%	-3.1%	193.9%	567.9%	297.9%	229.5%	-6.2%	Nov '25
Union Pacific (Industrials)	231.97	0.03%	-0.5%	-1.4%	-1.7%	-0.6%	3.3%	3.9%	0.3%	17.4%	23.7%	2.7%	30.3%	-8.4%	Mar '22
Honeywell (Industrials)	201.09	2.7%	2.4%	5.1%	2.7%	-10.3%	-1.7%	-6.4%	3.1%	8.2%	11.3%	12.3%	32.4%	-10.3%	Jul '25
Nvidia (IT)	188.12	-0.4%	0.3%	3.1%	1.4%	18.1%	25.9%	38.9%	0.9%	1167.3%	1395.5%	525.8%	1537.9%	-9.1%	Oct '25
Broadcom (IT)	343.42	-1.2%	-1.8%	-11.8%	2.6%	25.3%	46.6%	50.6%	-0.8%	510.4%	797.3%	458.9%	741.2%	-16.7%	Dec '25
Adobe (IT)	331.56	-0.5%	-5.9%	-4.2%	-5.3%	-12.6%	-23.1%	-21.3%	-5.3%	-0.4%	-28.9%	-41.3%	15.9%	-51.8%	Nov '21
Oracle (IT)	192.59	-1.6%	-2.3%	-11.5%	-33.8%	-18.5%	17.4%	18.1%	-1.2%	133.3%	228.7%	131.3%	213.4%	-41.2%	Sep '25
salesforce.com (IT)	256.26	1.0%	-3.6%	-1.5%	4.4%	-5.5%	-22.0%	-20.2%	-3.3%	84.6%	20.0%	1.5%	82.3%	-29.8%	Dec '24
Linde PLC (Materials)	433.10	0.9%	1.1%	8.4%	-7.2%	-8.3%	6.3%	3.2%	1.6%	42.5%	70.9%	35.1%	66.4%	-10.1%	Sep '25
Sherwin-Williams (Materials)	332.20	1.3%	1.9%	-0.3%	-1.2%	-5.7%	-0.8%	-3.8%	2.5%	44.8%	44.2%	1.6%	69.8%	-16.1%	Nov '24
American Tower (Real Estate)	176.25	0.8%	-0.3%	-0.5%	-4.1%	-19.0%	1.2%	-0.9%	0.4%	-10.7%	-5.0%	-30.1%	6.9%	-33.4%	Sep '21
Prologis Inc. (Real Estate)	129.69	0.5%	0.5%	2.1%	11.6%	22.1%	25.9%	25.1%	1.6%	22.2%	58.9%	-11.3%	42.9%	-15.9%	Apr '22
NextEra Energy (Utilities)	81.32	0.5%	1.0%	-2.2%	-0.3%	11.7%	17.7%	15.5%	1.3%	6.1%	17.8%	-1.1%	22.6%	-5.8%	Nov '25
Duke Energy (Utilities)	116.81	-0.5%	-0.7%	0.2%	-5.3%	1.3%	13.8%	12.7%	-0.3%	25.0%	56.3%	32.1%	54.6%	-8.7%	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	1003.80	0.4%	0.4%	-81.8%	-81.7%	-81.1%	-80.2%	-80.2%	0.4%	-77.7%	-80.0%	-80.4%	-76.5%	-81.9%	Oct '25
Moderate-60% Stock	65.66	0.6%	0.5%	1.4%	2.7%	8.4%	16.9%	16.4%	1.0%	46.4%	40.5%	26.9%	61.1%	New Peak	Jan '26
Mod Agg-80% Stock	1007.45	0.7%	0.7%	-92.1%	-92.0%	-91.4%	-90.7%	-90.6%	0.7%	-87.6%	-88.1%	-89.5%	-86.3%	-92.1%	Dec '25
Aggressive-90% Stock	1008.19	0.8%	0.8%	-84.2%	-84.0%	-82.8%	-81.4%	-81.3%	0.8%	-75.2%	-76.0%	-79.4%	-72.6%	-84.5%	Dec '25

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	93947.54	2.8%	6.2%	5.1%	-24.7%	-14.3%	-8.0%	-6.3%	7.4%	454.2%	155.1%	102.2%	390.4%	-24.7%	Oct '25
Ethereum	3231.13	2.9%	8.7%	6.8%	-31.1%	24.7%	-12.4%	-11.0%	8.9%	154.5%	167.7%	-14.1%	149.5%	-33.1%	Aug '25
BNB	909.63	1.7%	5.7%	2.9%	-25.7%	37.1%	24.7%	23.1%	5.4%	250.0%	2057.3%	77.6%	235.7%	-30.6%	Oct '25
Solana	138.67	3.6%	11.0%	4.0%	-40.4%	-9.0%	-36.6%	-34.2%	11.4%	925.2%	7087.6%	-18.6%	344.9%	-47.0%	Jan '25
Bitcoin ETF	53.46	4.9%	7.3%	5.5%	-25.0%	-14.0%	-8.1%	-6.4%	7.7%	-	-	-	-	-25.0%	Oct '25
Grayscale Bitcoin (hi fee)	73.61	4.9%	7.3%	5.3%	-25.2%	-14.5%	-9.2%	-7.6%	7.7%	842.0%	85.5%	137.8%	626.9%	-25.2%	Oct '25
Bloomberg Commodities	19.91	1.8%	0.4%	-14.0%	-8.8%	-5.6%	0.5%	-1.1%	1.9%	1.4%	37.3%	11.3%	-3.5%	-19.0%	Jun '22

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	-0.2%	0.9%	1.3%	2.0%	-0.2%	0.3%	1.1%	0.3%	31.5%	166.6%	140.8%	25.0%	-4.9%	Oct '23
10yr Treasury rate	4.16	-0.5%	0.8%	0.6%	0.1%	-4.2%	-9.8%	-9.0%	0.0%	16.7%	299.7%	155.8%	6.7%	-16.5%	Oct '23
5yr Treasury rate	3.71	-0.8%	0.8%	-0.1%	-0.9%	-5.8%	-16.1%	-15.0%	-0.3%	-0.1%	758.8%	171.8%	-9.8%	-25.2%	Oct '23
13-week T-bill	3.52	-0.5%	-0.7%	-2.4%	-8.9%	-17.1%	-16.1%	-15.7%	-0.9%	-21.8%	4406.4%	6532.1%	-0.5%	-34.3%	Oct '23
Crude Oil	58.10	-0.4%	0.3%	-3.3%	-5.8%	-13.3%	-21.0%	-19.9%	1.2%	-21.2%	14.8%	-23.6%	-33.4%	-53.0%	Mar '22
Gold	4476.30	0.9%	2.4%	6.3%	13.4%	34.4%	69.7%	64.5%	3.5%	140.1%	134.7%	148.8%	168.0%	-1.7%	Dec '25
EUR/USD	1.17	0.3%	-0.3%	0.8%	0.2%	-0.3%	13.9%	12.9%	-0.1%	11.5%	-4.6%	3.2%	20.9%	-4.9%	Jan '21
USD/JPY	156.26	-0.5%	0.2%	0.7%	3.9%	8.0%	-0.8%	-0.4%	-0.1%	17.2%	52.2%	35.7%	6.5%	-3.3%	Jul '24
S&P 500 Volatility Index	14.90	2.7%	4.0%	-3.3%	-9.0%	-9.0%	-7.1%	-13.8%	-0.3%	-29.5%	-40.6%	-10.2%	-55.6%	-71.5%	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	50.89	0.12%	0.1%	0.5%	1.3%	3.0%	6.1%	6.1%	0.1%	20.2%	18.0%	17.4%	22.6%	New Peak	Jan '26
Interm Muni- JPMorgan	50.56	0.05%	0.2%	0.0%	1.1%	3.7%	3.9%	4.0%	0.1%	11.5%	5.6%	4.1%	15.6%	-0.1%	Nov '25
Interm Bond- Janus MSB	45.74	0.4%	-0.1%	0.6%	1.7%	4.9%	9.1%	8.8%	0.1%	14.1%	2.6%	3.2%	20.0%	-0.1%	Dec '25
Interm Bond- Vanguard	78.01	0.2%	-0.1%	0.3%	1.2%	3.8%	9.0%	8.5%	0.2%	14.7%	-0.2%	2.3%	20.2%	-0.8%	Dec '20
Multisector Bond- Intrepid	1002.22	0.2%	0.2%	-52.0%	-51.8%	-50.3%	-48.5%	-48.5%	0.2%	-37.4%	-32.9%	-38.8%	-35.7%	-52.1%	Dec '25
Int’l Bond- JPMorgan	48.85	0.06%	0.3%	0.0%	0.8%	2.7%	7.7%	7.6%	0.3%	19.8%	13.9%	13.5%	27.5%	-0.3%	Dec '25
Long Bond- Vanguard	76.07	0.4%	-0.3%	-0.3%	-0.3%	3.7%	8.3%	7.2%	0.3%	11.8%	-11.8%	-11.3%	25.2%	-14.9%	Sep '21
Long CA Muni- PIMCO	1001.06	0.11%	0.1%	10527.0%	10610.8%	10959.1%	10909.9%	10909.9%	0.1%	12051.1%	11151.7%	10882.3%	12518.2%	New Peak	Jan '26
Long Muni- iShares	57.56	0.10%	0.2%	0.6%	1.7%	5.1%	3.5%	3.4%	0.2%	10.0%	2.8%	2.2%	14.0%	New Peak	Jan '26

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

Explore 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
Dec '25

DJIA (Large Value)

Russell 2000 (Small Cap)

Below
Peak
Dec '25

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 Dec '25

DJIA (Large Value)

Russell 2000 (Small Cap)

BelowPeak Dec '25

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
Dec '25

Below
Peak
Dec '25