VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500 (Large Cap)

Return

57.5%

[

12.4%

annualized]

Dec 31 2020 - Nov 19 2024

-1.4%

Below
Peak
Nov '24

DJIA (Large Value)

Return

41.4%

[

9.3%

annualized]

Dec 31 2020 - Nov 19 2024

-2.3%

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Return

17.7%

[

4.3%

annualized]

Dec 31 2020 - Nov 19 2024

-4.8%

Below
Peak
Nov '21

Performance Range:

As of Nov 19 4:00 PM EDT Market Closed

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 (Large Cap)	5916.98	0.4%	-1.1%	0.9%	5.7%	11.5%	30.1%	24.2%	24.1%	25.9%	90.4%	23.4%	65.4%	-1.4%	Nov '24
DJIA (Large Value)	43268.94	-0.3%	-1.6%	0.0%	6.0%	8.7%	23.1%	13.7%	14.8%	21.5%	55.5%	18.3%	48.1%	-2.3%	Nov '24
Russell 2000 (Small Cap)	2324.83	0.8%	-1.9%	2.1%	8.5%	10.6%	28.7%	15.1%	14.7%	-0.8%	46.1%	2.3%	37.7%	-4.8%	Nov '21
NASDAQ Comp (Tech/Growth)	18987.47	1.0%	-1.3%	2.7%	6.6%	13.1%	32.9%	43.4%	26.5%	18.2%	122.7%	19.9%	82.3%	-1.6%	Nov '24
Aggregate Bond	97.89	0.1%	0.2%	-1.3%	-1.4%	3.5%	6.7%	5.7%	2.0%	-6.3%	-1.2%	-5.6%	10.2%	-8.3%	Aug '20
Muni ~7yrs	107.59	0.09%	0.5%	0.0%	0.5%	2.6%	5.4%	5.6%	1.7%	-0.2%	6.1%	-0.4%	10.1%	-1.0%	Jul '21
Corp Bond	108.69	0.2%	0.4%	-1.5%	-1.7%	3.7%	8.4%	9.4%	1.9%	-8.6%	0.6%	-7.5%	17.2%	-10.3%	Sep '21
High Yield Bond	79.50	0.2%	0.1%	0.1%	2.7%	6.4%	13.4%	11.5%	8.6%	9.1%	19.9%	7.9%	26.3%	-0.4%	Nov '24
Preferred	32.51	-0.2%	-0.5%	-2.4%	3.0%	5.9%	14.7%	9.2%	9.7%	-0.6%	14.0%	-2.0%	20.3%	-2.7%	Dec '21

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	91.69	-0.3%	-1.1%	-6.1%	1.6%	0.3%	16.3%	12.5%	8.6%	10.4%	71.1%	8.5%	39.3%	-6.1%	Oct '24
Consumer Discretionary/Cyclical	215.57	0.07%	-1.3%	8.0%	16.6%	22.0%	29.4%	39.6%	21.3%	4.6%	87.5%	5.0%	57.9%	-1.8%	Nov '24
Financial Services	49.69	-0.7%	-0.2%	4.3%	13.7%	19.5%	43.7%	12.0%	33.7%	34.6%	84.5%	32.3%	70.1%	-0.7%	Nov '24
Real Estate	94.94	0.5%	0.4%	-2.6%	4.1%	14.9%	24.2%	11.9%	10.6%	-2.3%	23.1%	-8.0%	35.0%	-8.7%	Dec '21
Communication Services	96.72	0.7%	-0.5%	6.0%	11.3%	17.4%	38.0%	52.8%	34.2%	25.0%	95.1%	27.1%	107.2%	-0.5%	Nov '24
Energy	95.38	-0.6%	0.9%	5.6%	8.4%	2.8%	16.3%	-0.6%	16.6%	95.7%	107.7%	84.6%	27.8%	-1.2%	Apr '24
Industrials	138.80	-0.09%	-2.4%	-0.3%	9.3%	11.3%	33.0%	18.1%	23.0%	37.8%	85.5%	38.3%	69.1%	-3.1%	Nov '24
Technology	231.33	0.8%	-1.7%	0.2%	3.3%	8.3%	25.7%	56.0%	20.8%	38.5%	178.2%	34.9%	101.8%	-2.6%	Nov '24
Consumer Staples/Defensive	80.63	0.1%	-0.3%	-2.0%	-0.1%	5.2%	19.4%	-0.8%	14.2%	21.1%	49.2%	12.4%	25.7%	-3.8%	Sep '24
Healthcare	141.21	-0.5%	-3.8%	-7.8%	-8.2%	-2.5%	11.2%	2.1%	4.7%	11.3%	57.5%	5.7%	19.6%	-9.9%	Sep '24
Utilities	80.45	0.6%	2.7%	-1.8%	8.3%	13.1%	33.8%	-7.2%	30.0%	31.2%	49.2%	23.6%	39.4%	-2.1%	Oct '24

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	119.56	0.3%	-0.6%	-0.9%	3.4%	7.4%	24.7%	22.3%	18.5%	18.6%	69.9%	17.6%	59.8%	-1.7%	Nov '24
MSCI Emerging Markets	43.41	-0.07%	0.5%	-5.5%	-0.2%	0.2%	11.8%	8.9%	8.7%	-8.4%	13.2%	-6.6%	31.6%	-19.2%	Feb '21
FTSE Europe	64.82	-0.3%	0.1%	-6.8%	-6.4%	-5.8%	9.2%	20.2%	2.9%	4.7%	35.4%	2.9%	50.7%	-9.6%	Sep '24
MSCI Japan	67.78	-0.1%	0.1%	-3.4%	-3.2%	-1.4%	11.0%	20.3%	6.5%	2.2%	24.0%	5.3%	43.4%	-7.1%	Sep '24
MSCI India	53.57	0.6%	0.6%	-5.3%	-5.3%	0.8%	18.9%	17.2%	9.8%	15.2%	66.6%	15.2%	32.4%	-9.5%	Sep '24
MSCI China	47.69	-0.7%	-0.1%	-5.5%	13.8%	1.8%	11.0%	-11.3%	17.6%	-25.8%	-12.1%	-19.4%	23.8%	-47.5%	Feb '21
International Bond	49.94	0%	0.3%	-0.4%	0.7%	3.8%	7.1%	8.8%	3.1%	-2.9%	-0.3%	-1.8%	13.6%	-4.5%	Dec '20
iShares Latin America	24.13	-0.3%	-0.8%	-4.5%	-8.5%	-13.0%	-9.0%	33.1%	-14.8%	29.7%	3.9%	25.5%	12.7%	-27.5%	May '08

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	542.70	0.4%	-1.2%	1.0%	6.0%	12.1%	31.8%	26.3%	25.5%	31.8%	105.8%	28.9%	70.8%	-1.4%	Nov '24
US Large Growth	393.40	1.1%	-1.2%	2.8%	7.1%	14.4%	36.1%	42.6%	30.3%	30.0%	141.2%	30.4%	91.5%	-1.4%	Nov '24
US Large Value	193.26	-0.3%	-1.0%	-0.2%	6.2%	9.3%	27.0%	11.3%	18.6%	25.3%	61.9%	21.4%	47.3%	-1.6%	Nov '24

US MidCap Blend	274.60	0.3%	-0.7%	1.6%	9.8%	11.6%	30.3%	16.0%	19.8%	12.5%	71.9%	13.6%	51.5%	-1.5%	Nov '24
US MidCap Growth	261.12	0.9%	-0.6%	3.8%	11.9%	11.5%	30.5%	23.1%	19.5%	2.1%	74.6%	6.0%	56.5%	-1.3%	Nov '24
US MidCap Value	170.12	-0.3%	-0.8%	-0.3%	7.3%	10.8%	29.0%	9.9%	19.1%	22.9%	64.9%	20.4%	45.7%	-1.6%	Nov '24

US Small Blend	248.50	0.5%	-1.4%	2.5%	10.0%	10.8%	30.9%	18.2%	17.6%	12.3%	66.8%	14.0%	47.9%	-3.0%	Nov '24
US Small Growth	298.79	1.5%	-2.0%	2.8%	9.8%	12.1%	33.5%	18.5%	19.0%	-2.4%	50.7%	2.7%	45.8%	-9.2%	Feb '21
US Small Value	172.94	0.11%	-1.7%	1.6%	7.8%	10.4%	27.0%	14.6%	12.8%	7.9%	54.5%	8.8%	37.1%	-4.3%	Nov '24

Foreign Large Blend	77.45	-0.13%	0.3%	-5.5%	-4.5%	-3.5%	10.6%	18.4%	4.6%	5.8%	31.5%	5.3%	46.4%	-8.3%	Sep '24
Foreign Growth	98.47	0.1%	-0.6%	-6.3%	-6.3%	-5.3%	8.9%	17.6%	2.5%	-8.6%	25.6%	-7.5%	40.1%	-9.6%	Sep '21
Foreign Value	54.07	-0.4%	1.0%	-4.6%	-2.4%	-1.3%	12.8%	18.9%	6.7%	21.6%	34.0%	19.2%	52.9%	-6.7%	Sep '24

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	24.35		0.12%	0.3%	0.8%	2.4%	3.6%	9.7%	14.8%	7.4%	20.9%	29.2%	20.0%	25.5%	New Peak	Nov '24
Ultra Short- Janus AAA CLO	50.85		0%	0.1%	0.6%	1.7%	3.3%	7.2%	8.0%	6.6%	15.7%	-	15.7%	17.8%	-0.1%	Nov '24
Bank Loan- Invesco	21.08		-0.05%	0.2%	1.0%	3.2%	4.6%	9.9%	12.5%	7.6%	18.8%	25.1%	18.1%	24.1%	New Peak	Nov '24
Interval CEF- Cliffwater	10.78	p	EOD	0.1%	0.7%	2.6%	5.7%	12.8%	12.7%	11.2%	29.0%	48.8%	27.8%	24.5%	New Peak	Nov '24

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	46.68		0.5%	-1.3%	-0.2%	5.4%	10.7%	36.1%	25.1%	29.8%	65.4%	-	60.9%	77.7%	-2.1%	Nov '24
Int’l Min Volatility- Franklin	31.12		-0.2%	1.2%	-1.4%	3.9%	3.8%	18.5%	17.5%	15.4%	44.4%	53.7%	39.7%	50.0%	-1.4%	Oct '24
MidCap 30 - Hennessy (hi fee)	28.72	p	EOD	-1.3%	1.1%	8.9%	12.9%	47.2%	31.3%	38.1%	82.2%	200.8%	85.6%	90.8%	-3.7%	Nov '24
Small Value- Avantis	100.93		-0.3%	-1.6%	2.8%	9.8%	9.1%	27.7%	22.8%	13.8%	31.0%	112.0%	31.1%	50.5%	-3.7%	Nov '24
Mid Value- Pacer Cash Cows	58.80		-0.5%	-1.4%	0.0%	5.6%	6.2%	20.6%	14.7%	14.7%	34.5%	114.1%	31.4%	42.2%	-2.4%	Nov '24
Growth- S&P Momentum	94.62		0.7%	-2.0%	0.6%	5.9%	16.7%	52.7%	17.6%	44.9%	51.6%	145.1%	52.6%	87.5%	-2.3%	Nov '24
Invesco S&P Quality	67.20		-0.2%	-1.7%	-1.3%	2.6%	10.1%	30.4%	24.8%	25.4%	35.0%	106.5%	31.4%	73.1%	-2.0%	Nov '24
Rotation Factor- BlackRock	51.81		0.4%	-1.0%	1.5%	7.7%	15.0%	38.8%	36.3%	31.4%	41.3%	109.9%	42.0%	92.5%	-1.1%	Nov '24
US Min Volatility- Fidelity	61.29		-0.1%	-1.6%	-1.5%	3.4%	9.3%	21.0%	16.4%	17.0%	24.9%	74.1%	22.6%	49.6%	-1.9%	Nov '24
Derivative Income- JPMorgan	59.41		-0.03%	-1.0%	-0.2%	4.8%	7.6%	18.0%	9.8%	14.7%	26.3%	-	22.1%	39.4%	-1.1%	Nov '24

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	14.71	p	EOD	-0.1%	0.4%	5.4%	2.7%	8.3%	2.6%	11.0%	22.5%	29.5%	20.4%	20.0%	-0.5%	Nov '24
Multistrategy- AQR	12.51	p	EOD	0.3%	0.3%	1.5%	-0.9%	10.4%	8.9%	11.5%	42.9%	-	39.0%	24.2%	-2.0%	May '24
Long Short- AQR	16.83	p	EOD	0.1%	3.7%	6.7%	7.6%	26.5%	23.9%	28.1%	106.1%	114.6%	88.6%	79.8%	New Peak	Nov '24
Mkt Neutral- BlackRock	14.15	p	EOD	-1.4%	1.7%	3.2%	7.1%	22.1%	14.5%	20.1%	40.3%	42.5%	41.4%	41.9%	-1.6%	Nov '24
Multi Strategy- Variant	27.48	p	EOD	0.1%	0.8%	2.0%	0.3%	5.3%	9.3%	4.1%	21.2%	44.9%	20.0%	16.0%	New Peak	Nov '24
Long Short- First Trust	65.45		0.12%	-0.2%	0.8%	4.1%	8.0%	20.7%	16.9%	17.6%	32.3%	62.4%	30.4%	44.2%	-0.3%	Nov '24

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)	178.12	1.6%	-0.4%	9.0%	6.7%	0.9%	31.1%	58.3%	27.8%	19.9%	174.3%	23.2%	83.0%	-6.7%	Jul '24
Meta (Communications)	561.09	1.2%	-3.3%	-2.7%	6.6%	19.9%	65.5%	194.1%	59.0%	63.0%	184.9%	66.2%	341.4%	-5.8%	Oct '24
Amazon (Cyclical)	204.61	1.4%	-4.4%	8.3%	14.4%	11.5%	40.0%	80.9%	34.7%	11.3%	134.4%	20.1%	81.2%	-4.4%	Nov '24
Tesla (Cyclical)	346.00	2.1%	4.8%	56.8%	56.5%	97.8%	46.9%	101.7%	39.2%	-8.7%	1373.5%	-13.5%	59.3%	-15.6%	Nov '21
Procter & Gamble (Defensive)	170.76	0.01%	2.5%	-0.3%	0.8%	3.3%	16.5%	-0.9%	19.4%	25.3%	58.0%	12.9%	45.2%	-3.4%	Sep '24
PepsiCo (Defensive)	156.72	-1.0%	-4.9%	-10.5%	-10.2%	-11.7%	-3.0%	-3.3%	-5.6%	4.1%	35.1%	-2.1%	-2.0%	-16.4%	May '23
Coca-Cola (Defensive)	62.59	1.2%	-0.7%	-11.1%	-9.2%	1.5%	12.4%	-4.4%	8.6%	24.3%	37.3%	14.7%	20.6%	-13.7%	Sep '24
Exxon Mobil (Energy)	118.63	-1.4%	-1.5%	-0.3%	4.4%	1.6%	17.4%	-6.3%	22.7%	117.4%	122.2%	107.6%	29.9%	-4.6%	Oct '24
Chevron (Energy)	159.60	-0.7%	1.6%	7.0%	11.4%	1.2%	15.3%	-13.6%	11.6%	60.2%	69.9%	50.3%	10.6%	-7.9%	Jan '23
JPMorgan Chase (Financial)	243.09	-0.8%	0.8%	7.9%	14.0%	25.7%	62.4%	30.6%	46.3%	64.3%	116.7%	63.5%	147.4%	-1.6%	Nov '24
Visa (Financial)	311.85	-0.10%	0.8%	7.5%	16.6%	12.4%	25.7%	26.3%	20.7%	58.9%	77.8%	44.1%	78.1%	-0.1%	Nov '24
Mastercard (Financial)	519.46	-0.4%	-0.5%	0.6%	10.9%	13.3%	29.2%	23.4%	22.5%	55.6%	87.2%	42.5%	85.5%	-2.0%	Nov '24
Bank of America (Financial)	46.41	-0.7%	1.2%	9.7%	20.7%	21.1%	59.0%	4.8%	40.6%	10.5%	60.8%	8.1%	64.4%	-0.7%	Nov '24
UnitedHealth (Health)	577.00	-2.1%	-4.8%	1.3%	-0.3%	12.4%	9.5%	0.8%	10.9%	36.8%	125.4%	19.5%	18.9%	-7.7%	Nov '24
Johnson & Johnson (Health)	153.00	-1.1%	-0.2%	-7.3%	-3.7%	1.9%	4.5%	-8.6%	-0.1%	2.3%	29.2%	-3.5%	-0.2%	-11.6%	Apr '22
Eli Lilly (Health)	729.73	0.3%	-10.0%	-20.4%	-23.1%	-6.5%	22.9%	60.9%	26.0%	188.4%	579.3%	176.7%	129.2%	-23.9%	Aug '24
Union Pacific (Industrials)	233.29	-0.5%	-3.0%	-4.4%	-4.9%	-3.2%	7.8%	21.6%	-3.5%	3.5%	49.5%	0.3%	27.3%	-10.6%	Mar '22
Honeywell (Industrials)	228.20	-0.3%	-1.6%	3.3%	14.6%	12.7%	21.5%	0.0%	11.1%	11.3%	42.8%	17.6%	38.5%	-2.0%	Nov '24
Apple (IT)	228.28	0.11%	1.4%	-2.8%	0.9%	19.8%	19.8%	49.0%	19.1%	44.5%	257.9%	27.5%	67.0%	-3.4%	Oct '24
Microsoft (IT)	417.79	0.5%	-1.7%	-0.1%	-1.7%	-1.6%	11.3%	58.2%	11.7%	24.7%	191.4%	27.8%	88.3%	-10.5%	Jul '24
Nvidia (IT)	147.01	4.9%	0.5%	6.5%	15.5%	55.1%	191.7%	239.0%	196.9%	346.5%	2698.1%	388.8%	1179.5%	-1.3%	Nov '24
Broadcom (IT)	165.35	-0.2%	-4.7%	-8.1%	0.0%	17.7%	68.6%	104.2%	49.7%	212.2%	515.7%	166.0%	300.3%	-11.1%	Oct '24
Adobe (IT)	499.61	0.02%	-6.2%	1.0%	-11.1%	3.1%	-18.5%	77.3%	-16.3%	-27.4%	66.5%	-11.5%	74.6%	-27.4%	Nov '21
Oracle (IT)	188.90	1.7%	-0.4%	8.1%	36.0%	52.5%	63.5%	30.9%	81.4%	110.2%	262.8%	124.7%	204.4%	-0.4%	Nov '24
salesforce.com (IT)	323.43	0.4%	-5.4%	10.4%	23.7%	13.0%	44.3%	98.5%	23.5%	7.9%	97.8%	27.2%	128.3%	-5.4%	Nov '24
Linde PLC (Materials)	444.06	-1.0%	-2.7%	-8.7%	-2.8%	3.3%	10.1%	27.7%	9.1%	39.3%	131.9%	36.2%	67.9%	-8.7%	Oct '24
Sherwin-Williams (Materials)	373.50	-0.5%	-3.4%	-3.6%	5.3%	21.2%	37.9%	32.7%	20.8%	15.6%	103.4%	13.2%	89.2%	-3.9%	Oct '24
American Tower (Real Estate)	201.15	1.2%	3.1%	-11.1%	-8.1%	6.5%	4.1%	5.4%	-4.5%	-15.8%	4.8%	-23.6%	16.8%	-27.3%	Sep '21
Prologis Inc. (Real Estate)	115.13	0.4%	-1.2%	-6.0%	-6.6%	4.4%	6.9%	21.6%	-11.6%	-16.9%	43.0%	-24.6%	21.5%	-28.5%	Apr '22
NextEra Energy (Utilities)	77.08	0.9%	3.8%	-8.7%	-1.8%	2.9%	38.5%	-25.3%	29.7%	-5.9%	47.2%	-9.7%	11.9%	-11.4%	Dec '21
Duke Energy (Utilities)	113.58	0.04%	3.0%	-5.0%	2.0%	11.6%	32.4%	-1.6%	21.8%	30.3%	59.7%	23.9%	45.1%	-5.0%	Oct '24

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	15.57	p	EOD	0.0%	-1.1%	-0.3%	4.0%	9.8%	9.5%	4.9%	-1.4%	10.7%	-0.8%	18.9%	-2.0%	Nov '21
Moderate-60% Stock	58.28		0.2%	-0.3%	-1.2%	1.3%	5.4%	17.0%	15.7%	11.4%	8.9%	38.1%	8.5%	37.8%	-1.3%	Nov '24
Mod Agg-80% Stock	46.71	p	EOD	-0.7%	-1.3%	2.2%	5.9%	20.1%	18.6%	13.8%	11.8%	52.6%	11.6%	46.6%	-1.8%	Nov '24
Aggressive-90% Stock	27.59	p	EOD	-1.0%	-1.4%	2.1%	5.1%	20.2%	19.0%	13.7%	9.9%	60.2%	9.9%	46.7%	-2.1%	Nov '24

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	92421.27	2.1%	2.0%	33.9%	56.6%	29.4%	146.6%	155.4%	118.7%	54.8%	1051.3%	98.9%	382.4%	New Peak	Nov '24
Ethereum	3112.95	-3.0%	-2.5%	13.3%	21.0%	-15.0%	53.9%	90.6%	36.4%	-29.4%	1671.8%	-17.2%	140.4%	-35.3%	Nov '21
BNB	616.13	-0.5%	-0.8%	1.8%	8.2%	2.6%	142.9%	26.8%	97.2%	2.0%	3290.5%	20.3%	127.4%	-13.3%	Jun '24
Solano	237.67	-0.9%	10.5%	42.4%	66.0%	27.4%	320.4%	919.0%	134.1%	9.0%	-	39.6%	662.6%	-8.2%	Nov '21
Bitcoin ETF	52.70	1.1%	3.3%	34.9%	55.4%	31.8%	-	-	-	-	-	-	-	New Peak	Nov '24
Grayscale Bitcoin (hi fee)	73.58	1.1%	3.2%	34.8%	54.9%	17.9%	147.0%	317.6%	112.5%	56.1%	659.3%	114.7%	556.4%	New Peak	Nov '24

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	4.57	-0.9%	-1.6%	4.2%	12.2%	-0.2%	-0.2%	1.1%	13.6%	139.4%	107.2%	126.4%	17.5%	-70.0%	Oct '81
10yr Treasury rate	4.38	-0.8%	-1.6%	7.5%	14.7%	-1.3%	-1.0%	-0.3%	13.3%	185.1%	152.0%	169.0%	12.2%	-72.4%	Sep '81
5yr Treasury rate	4.25	-0.7%	-1.3%	9.5%	14.8%	-4.7%	-4.4%	-4.0%	10.6%	253.0%	168.1%	211.1%	3.3%	-73.9%	Sep '81
13-week T-bill	4.41	0.11%	0.4%	-2.3%	-12.4%	-15.9%	-15.8%	21.6%	-14.9%	9695.6%	190.0%	8217.0%	24.8%	-74.3%	Dec '80
Crude Oil	69.50	0.5%	1.6%	0.2%	-6.1%	-12.9%	-10.4%	-10.7%	-3.0%	-8.7%	21.7%	-8.6%	-20.4%	-52.2%	Jul '08
Gold	2637.60	0.08%	2.2%	-3.7%	5.0%	8.4%	33.4%	13.3%	27.9%	42.5%	79.0%	46.6%	57.9%	-5.4%	Oct '24
EUR/USD	1.06	0.2%	-0.1%	-2.4%	-4.6%	-2.3%	-2.7%	3.8%	-4.1%	-6.7%	-4.2%	-6.7%	9.3%	-33.6%	Apr '08
USD/JPY	154.61	-0.01%	0.0%	3.3%	6.4%	-1.1%	3.1%	6.4%	9.3%	35.3%	42.6%	34.3%	5.4%	-4.3%	Jul '24
S&P 500 Volatility Index	16.35	4.9%	16.6%	-9.3%	3.0%	34.6%	21.9%	-42.5%	31.3%	-8.7%	27.9%	-1.5%	-51.3%	-80.2%	Mar '20

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	50.25		-0.06%	0.1%	-0.2%	0.9%	3.8%	8.0%	6.7%	5.8%	9.6%	16.4%	9.8%	14.7%	-0.5%	Sep '24
Interm Muni- JPMorgan	50.66		0.10%	0.5%	-0.2%	0.3%	2.4%	6.0%	6.0%	2.3%	0.9%	7.6%	0.4%	11.5%	-0.8%	Oct '24
Interm Bond- Janus MSB	44.73		0.04%	0.0%	-1.8%	-2.1%	3.4%	6.6%	5.2%	1.6%	-5.5%	0.3%	-5.2%	10.3%	-6.1%	Aug '21
Interm Bond- Vanguard	75.52		0.2%	0.4%	-1.6%	-1.8%	3.3%	6.7%	6.1%	2.0%	-5.9%	0.3%	-5.5%	11.0%	-8.4%	Aug '20
Multisector Bond- Intrepid	9.04	p	EOD	-0.1%	0.1%	2.2%	5.1%	12.0%	10.9%	9.2%	17.7%	41.3%	17.2%	23.2%	-0.2%	Nov '24
Int’l Bond- JPMorgan	47.69		0.02%	0.2%	-0.7%	0.3%	3.4%	7.9%	8.7%	3.6%	5.7%	14.0%	5.3%	18.3%	-1.2%	Sep '24
Long Bond- Vanguard	77.00		0.3%	0.6%	-2.0%	-3.0%	3.6%	9.2%	11.2%	0.1%	-17.5%	-6.9%	-15.8%	18.9%	-19.2%	Sep '21
Long CA Muni- PIMCO	9.47	p	EOD	0.1%	-0.4%	0.4%	2.4%	8.1%	8.4%	3.1%	0.5%	9.4%	-0.2%	14.7%	-1.3%	Oct '24
Long Muni- iShares	57.53		0.2%	0.2%	-0.1%	0.4%	2.4%	5.3%	5.7%	1.6%	-1.2%	4.0%	-1.5%	9.9%	-1.9%	Aug '21

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 (Large Cap)

Below
Peak
Nov '24

DJIA (Large Value)

Below
Peak
Nov '24

Russell 2000 (Small Cap)

Below
Peak
Nov '21

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 (Large Cap)

BelowPeak Nov '24

DJIA (Large Value)

BelowPeak Nov '24

Russell 2000 (Small Cap)

BelowPeak Nov '21

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
Nov '24

Below
Peak
Nov '24

Below
Peak
Nov '21