VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

80.9%

[

13.0%

annualized]

Dec 31 2020 - Nov 05 2025

-1.4%

Below
Peak
Oct '25

DJIA (Large Value)

Return

54.6%

[

9.4%

annualized]

Dec 31 2020 - Nov 05 2025

-0.8%

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Return

24.8%

[

4.7%

annualized]

Dec 31 2020 - Nov 05 2025

-2.2%

Below
Peak
Oct '25

Performance Range:

As of Nov 05 07:30 PM EDT, next update at 07:40 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	6796.29	0.4%	-0.4%	0.8%	7.1%	21.2%	14.6%	23.3%	15.6%	80.2%	93.7%	41.7%	90.0%	-1.4%	Oct '25
DJIA (Large Value)	47311.00	0.5%	-0.4%	1.3%	7.1%	15.9%	8.2%	12.9%	11.2%	46.0%	67.0%	29.3%	62.0%	-0.8%	Oct '25
Russell 2000 (Small Cap)	2464.78	1.5%	0.0%	-0.9%	11.0%	24.3%	3.0%	10.0%	10.5%	36.9%	49.5%	8.5%	46.0%	-2.2%	Oct '25
NASDAQ Comp (Tech/Growth)	23499.80	0.6%	-0.3%	2.4%	11.0%	32.8%	23.8%	28.6%	21.7%	124.3%	97.6%	48.4%	125.6%	-1.9%	Oct '25
Aggregate Bond	99.87	-0.3%	-0.4%	-0.1%	1.3%	3.6%	6.1%	1.3%	6.1%	17.3%	-2.3%	-0.5%	16.2%	-2.9%	Dec '20
Corp Bond	110.35	-0.3%	-0.8%	-0.8%	1.2%	5.1%	6.3%	0.9%	6.8%	23.7%	-3.3%	-2.2%	24.0%	-5.1%	Sep '21
High Yield Bond	80.23	0.10%	-0.2%	-0.8%	0.9%	4.7%	6.6%	8.0%	6.5%	30.8%	22.3%	14.2%	33.7%	-1.3%	Oct '25
Preferred	31.02	0.4%	-0.4%	-2.4%	0.7%	6.0%	0.4%	7.2%	3.7%	25.4%	12.4%	0.1%	22.9%	-2.9%	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	85.22	0.6%	-1.1%	-5.1%	-2.2%	2.8%	-8.5%	0.1%	2.8%	20.0%	38.4%	2.9%	32.0%	-11.0%	Oct '24
Consumer Discretionary/Cyclical	241.06	1.2%	3.1%	0.5%	8.1%	22.5%	16.1%	26.5%	8.2%	80.0%	64.3%	18.4%	78.0%	-0.5%	Nov '25
Financial Services	52.60	0.3%	0.7%	-2.0%	1.6%	7.7%	7.7%	30.6%	10.0%	63.2%	130.2%	42.1%	82.7%	-2.8%	Sep '25
Real Estate	89.28	0.09%	0.4%	-1.4%	0.7%	2.5%	-0.5%	4.8%	3.2%	24.0%	35.5%	-10.0%	32.0%	-10.8%	Dec '21
Communication Services	113.42	0.5%	-0.8%	-2.7%	5.6%	16.9%	20.3%	34.7%	18.2%	156.0%	86.7%	50.7%	145.8%	-4.7%	Sep '25
Energy	87.42	0.3%	-0.1%	-2.2%	4.1%	10.4%	-3.5%	5.6%	4.6%	6.0%	266.8%	74.8%	21.0%	-7.1%	Nov '24
Industrials	153.20	0.4%	-1.0%	-1.2%	1.9%	15.6%	10.0%	17.3%	17.5%	69.0%	103.5%	55.0%	89.5%	-1.7%	Oct '25
Technology	295.09	0.4%	-1.8%	2.6%	12.3%	38.5%	27.3%	21.6%	27.5%	149.6%	152.6%	73.2%	159.1%	-3.0%	Oct '25
Consumer Staples/Defensive	75.94	-0.07%	-0.7%	-2.0%	-6.3%	-5.4%	-2.0%	12.2%	-1.5%	14.5%	33.1%	8.7%	21.6%	-8.1%	Aug '25
Healthcare	145.66	0.4%	0.9%	1.1%	12.1%	9.5%	0.1%	2.5%	7.3%	17.0%	43.5%	11.0%	25.6%	-5.4%	Sep '24
Utilities	88.85	0.02%	-1.0%	-1.0%	4.5%	11.9%	17.9%	23.3%	19.8%	45.3%	61.5%	40.6%	58.5%	-4.4%	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	140.56	0.5%	-0.4%	0.4%	7.5%	19.6%	18.8%	17.4%	20.5%	79.9%	82.6%	40.5%	91.0%	-1.4%	Oct '25
MSCI Emerging Markets	55.12	0.9%	-0.6%	1.2%	12.3%	23.2%	26.4%	6.5%	33.1%	64.1%	28.7%	21.8%	71.6%	-1.6%	Oct '25
FTSE Europe	79.97	0.8%	-0.9%	-1.4%	4.7%	9.8%	24.3%	1.9%	28.7%	71.7%	74.9%	31.2%	92.1%	-2.1%	Oct '25
MSCI Japan	82.80	-0.04%	-0.5%	-0.6%	8.9%	15.2%	22.2%	7.0%	24.4%	71.8%	47.0%	31.6%	79.3%	-1.3%	Oct '25
MSCI India	54.30	0.5%	0.1%	2.9%	3.9%	1.2%	-0.8%	8.6%	3.2%	27.3%	64.0%	17.6%	35.2%	-7.6%	Sep '24
MSCI China	63.36	1.0%	-1.6%	-4.9%	8.6%	18.6%	31.3%	17.7%	36.5%	69.0%	-15.1%	10.2%	69.2%	-28.2%	Feb '21
International Bond	49.62	-0.08%	-0.1%	0.6%	0.8%	1.9%	4.2%	3.6%	3.1%	16.2%	-0.4%	1.7%	17.7%	-1.1%	Dec '20
iShares Latin America	29.89	2.4%	1.7%	6.0%	17.6%	23.1%	27.5%	-23.1%	46.3%	37.2%	78.4%	65.6%	48.7%	New Peak	Nov '25

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	622.86	0.3%	-0.4%	0.9%	7.4%	22.0%	16.1%	25.0%	16.7%	88.1%	108.2%	49.8%	98.5%	-1.4%	Oct '25
US Large Growth	479.97	0.12%	-0.9%	1.5%	8.5%	29.5%	23.4%	33.1%	19.9%	130.5%	116.0%	59.7%	134.6%	-2.4%	Oct '25
US Large Value	204.19	0.7%	0.2%	-0.5%	5.4%	12.6%	6.7%	14.2%	11.8%	45.7%	82.8%	30.6%	58.5%	-1.6%	Oct '25

US MidCap Blend	288.54	0.5%	-0.4%	-2.4%	1.8%	12.3%	7.1%	15.3%	10.5%	50.9%	64.6%	20.9%	61.2%	-2.6%	Oct '25
US MidCap Growth	287.20	0.3%	-0.8%	-3.3%	-0.5%	14.2%	12.4%	16.4%	13.7%	66.5%	52.0%	17.4%	73.3%	-3.7%	Oct '25
US MidCap Value	172.00	0.6%	-0.1%	-1.8%	3.5%	10.7%	2.8%	14.0%	8.1%	38.0%	78.9%	24.6%	50.7%	-1.9%	Oct '25

US Small Blend	253.88	1.1%	0.3%	-1.7%	5.8%	16.6%	2.7%	14.2%	6.8%	44.8%	63.1%	18.1%	53.3%	-2.4%	Oct '25
US Small Growth	326.90	1.8%	-0.1%	-0.3%	12.2%	27.9%	7.7%	15.0%	14.0%	53.0%	39.0%	13.2%	60.7%	-2.4%	Oct '25
US Small Value	176.95	1.2%	0.1%	-1.6%	10.4%	22.1%	0.8%	7.6%	9.1%	31.4%	79.9%	13.3%	42.7%	-2.5%	Oct '25

Foreign Large Blend	94.16	0.6%	-0.6%	-1.2%	5.8%	11.2%	22.8%	3.5%	26.7%	68.3%	64.7%	32.0%	83.6%	-1.6%	Oct '25
Foreign Growth	114.85	0.6%	-0.8%	-2.1%	5.5%	9.2%	15.9%	1.5%	19.8%	54.6%	32.0%	9.7%	66.2%	-2.3%	Oct '25
Foreign Value	68.49	0.7%	-0.2%	-0.1%	5.9%	13.2%	29.5%	5.4%	33.4%	82.4%	102.3%	56.9%	101.3%	-1.0%	Oct '25

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	23.73		0.06%	0.2%	-0.4%	-0.6%	2.3%	4.1%	8.3%	2.8%	29.1%	33.2%	24.3%	30.1%	-1.4%	Sep '25
Ultra Short- Janus AAA CLO	50.57		0.02%	0.2%	0.0%	0.8%	2.5%	4.9%	7.4%	3.8%	22.7%	23.7%	21.0%	23.2%	-0.3%	Oct '25
Bank Loan- Invesco	20.91		0%	0.1%	0.4%	1.6%	4.3%	6.5%	8.2%	5.3%	28.8%	31.6%	25.1%	31.3%	New Peak	Nov '25
Interval CEF- Cliffwater	10.57	p	EOD	0.1%	0.6%	1.8%	4.4%	9.1%	12.6%	7.4%	34.8%	56.5%	39.0%	35.5%	New Peak	Nov '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	52.64		0.10%	-0.6%	0.5%	5.4%	20.5%	12.8%	27.9%	15.6%	85.8%	160.5%	83.2%	102.3%	-2.2%	Oct '25
Int’l Min Volatility- Franklin	35.70		0.9%	0.5%	1.6%	7.5%	13.8%	21.8%	15.9%	20.5%	69.0%	118.5%	69.2%	81.6%	New Peak	Nov '25
MidCap 30 - Hennessy (hi fee)	23.98	p	EOD	-1.4%	-2.2%	5.8%	14.1%	15.0%	62.3%	0.8%	191.4%	347.3%	210.0%	218.7%	-7.0%	Dec '24
Small Value- Avantis	97.81		1.3%	0.5%	-2.7%	6.1%	17.0%	-4.5%	9.3%	2.7%	35.8%	127.7%	29.3%	48.4%	-6.5%	Nov '24
Mid Value- Pacer Cash Cows	57.87		1.0%	0.5%	-0.1%	4.9%	12.4%	-1.4%	10.6%	3.8%	30.9%	117.2%	31.5%	42.3%	-4.1%	Nov '24
Growth- S&P Momentum	119.77		0.3%	-1.7%	-0.5%	3.1%	24.5%	26.4%	45.8%	26.7%	116.8%	140.6%	94.6%	139.1%	-3.6%	Oct '25
Invesco S&P Quality	73.72		0.6%	-0.6%	-0.4%	3.3%	11.3%	9.8%	25.4%	10.9%	79.3%	97.7%	45.8%	92.1%	-1.7%	Oct '25
Rotation Factor- BlackRock	60.46		0.3%	-0.3%	1.6%	8.1%	23.5%	18.2%	30.3%	19.0%	116.1%	128.2%	67.7%	127.2%	-1.3%	Oct '25
US Min Volatility- Fidelity	65.66		0.2%	-0.3%	-0.6%	4.1%	11.1%	7.6%	16.1%	9.6%	53.0%	73.4%	33.3%	62.7%	-1.3%	Oct '25
Derivative Income- JPMorgan	56.47		0.1%	-0.2%	-0.9%	2.2%	5.7%	2.3%	12.6%	4.5%	33.7%	58.1%	25.3%	43.0%	-2.0%	Oct '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	15.74	p	EOD	0.3%	-1.4%	-0.3%	4.4%	7.9%	12.1%	6.0%	31.0%	37.3%	33.6%	33.2%	-2.1%	Aug '25
Multistrategy- AQR	14.16	p	EOD	0.4%	2.1%	5.1%	8.9%	17.6%	13.3%	15.0%	40.6%	89.7%	62.9%	45.6%	-0.4%	Nov '25
Long Short- AQR	20.30	p	EOD	0.6%	2.3%	6.6%	14.2%	30.9%	30.5%	26.7%	125.5%	246.6%	153.5%	141.7%	-0.2%	Nov '25
Mkt Neutral- BlackRock	14.52	p	EOD	-0.1%	1.0%	3.3%	5.6%	14.1%	21.4%	13.4%	62.8%	67.1%	62.1%	62.7%	-1.9%	Sep '25
Multi Strategy- Variant	26.60	p	EOD	0.0%	0.5%	1.9%	3.5%	7.3%	5.1%	5.9%	23.0%	46.0%	28.3%	23.9%	-0.1%	Nov '25
Long Short- First Trust	71.42		0.8%	0.4%	1.9%	7.1%	12.7%	10.7%	18.8%	9.4%	53.8%	70.4%	44.1%	59.3%	New Peak	Nov '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)	284.31	2.4%	1.0%	13.5%	45.1%	74.5%	61.8%	36.0%	50.7%	230.6%	225.4%	97.4%	193.4%	New Peak	Nov '25
Meta (Communications)	635.95	1.4%	-4.6%	-11.1%	-17.6%	8.4%	11.5%	66.0%	8.9%	604.8%	118.1%	89.0%	401.9%	-19.4%	Aug '25
Amazon (Cyclical)	250.20	0.4%	12.3%	13.3%	12.5%	35.2%	20.8%	44.4%	14.0%	175.0%	51.1%	46.8%	121.6%	-1.5%	Nov '25
Tesla (Cyclical)	462.07	4.0%	5.0%	1.9%	44.4%	67.8%	60.1%	62.5%	14.4%	122.7%	222.4%	15.5%	112.7%	-3.7%	Dec '24
Procter & Gamble (Defensive)	145.79	-0.9%	-2.5%	-2.4%	-4.0%	-7.2%	-7.1%	17.3%	-10.7%	17.0%	15.4%	-1.1%	27.3%	-16.7%	Dec '24
PepsiCo (Defensive)	142.86	-0.03%	-3.2%	2.3%	2.5%	11.5%	-9.9%	-7.6%	-3.2%	-12.1%	20.1%	-7.3%	-7.2%	-20.9%	May '23
Coca-Cola (Defensive)	68.51	-0.2%	-0.7%	3.6%	-0.7%	-3.1%	10.8%	8.9%	12.5%	26.5%	61.2%	29.3%	36.0%	-5.9%	Apr '25
Exxon Mobil (Energy)	113.68	-0.4%	-0.9%	-0.5%	7.7%	10.6%	-2.7%	11.3%	8.6%	12.1%	330.8%	104.4%	28.0%	-6.0%	Oct '24
Chevron (Energy)	152.66	-0.5%	-0.6%	-0.9%	1.0%	15.2%	1.2%	1.3%	9.1%	-5.9%	166.3%	48.8%	9.5%	-8.8%	Jan '23
JPMorgan Chase (Financial)	311.68	0.8%	0.7%	0.8%	7.5%	26.3%	28.8%	44.3%	32.8%	156.8%	244.7%	114.1%	223.9%	-0.9%	Sep '25
Visa (Financial)	340.04	-0.08%	-1.4%	-2.6%	0.3%	-1.9%	11.4%	22.3%	8.1%	76.6%	77.6%	58.0%	95.2%	-8.8%	Jun '25
Mastercard (Financial)	553.31	0.10%	-0.1%	-4.3%	-2.7%	-0.8%	6.8%	24.2%	5.7%	76.9%	81.5%	52.7%	98.7%	-7.5%	Aug '25
Bank of America (Financial)	52.45	-2.0%	-1.1%	4.1%	16.1%	29.9%	18.2%	33.9%	21.5%	54.3%	143.7%	25.1%	90.2%	-2.1%	Nov '25
UnitedHealth (Health)	327.74	-0.9%	-4.9%	-8.6%	34.2%	-15.8%	-43.9%	-2.4%	-34.1%	-35.9%	2.0%	-30.7%	-31.0%	-46.4%	Nov '24
Johnson & Johnson (Health)	186.00	-0.5%	-1.6%	-1.1%	9.8%	22.3%	21.6%	-4.8%	31.7%	18.8%	50.8%	21.1%	25.3%	-4.0%	Oct '25
Eli Lilly (Health)	925.81	2.1%	9.6%	9.6%	24.3%	19.9%	20.2%	33.3%	20.6%	165.6%	586.0%	253.1%	192.5%	-2.8%	Aug '24
Union Pacific (Industrials)	217.38	-1.6%	-0.7%	-8.4%	-3.0%	3.2%	-10.4%	-5.1%	-3.0%	18.6%	27.8%	-4.3%	21.4%	-14.7%	Mar '22
Honeywell (Industrials)	197.05	0.3%	-1.5%	0.0%	-4.1%	0.6%	-1.4%	10.0%	-6.0%	7.2%	25.5%	9.4%	28.9%	-12.6%	Jul '25
Nvidia (IT)	195.21	-1.8%	-3.8%	5.2%	8.8%	72.0%	34.1%	171.2%	45.4%	1280.6%	1244.6%	549.3%	1599.5%	-5.7%	Oct '25
Broadcom (IT)	358.98	2.0%	-4.6%	7.0%	19.2%	80.1%	101.9%	110.5%	55.9%	712.1%	955.3%	483.1%	777.6%	-7.0%	Oct '25
Adobe (IT)	335.53	0.05%	-1.1%	-4.2%	-2.9%	-12.4%	-33.5%	-25.5%	-24.5%	17.4%	-32.2%	-40.5%	17.3%	-51.3%	Nov '21
Oracle (IT)	250.31	0.9%	-2.6%	-14.0%	-2.2%	70.1%	39.5%	60.0%	51.7%	241.8%	372.5%	200.7%	307.3%	-23.6%	Sep '25
salesforce.com (IT)	252.68	-0.7%	-1.5%	2.8%	1.6%	-7.3%	-17.2%	27.8%	-24.1%	82.7%	-1.8%	0.0%	79.4%	-30.9%	Dec '24
Linde PLC (Materials)	418.23	0.07%	-2.7%	-10.7%	-11.0%	-5.8%	-8.4%	3.2%	0.9%	40.8%	79.0%	29.9%	60.1%	-13.5%	Sep '25
Sherwin-Williams (Materials)	335.77	-2.1%	-3.5%	-0.3%	-4.1%	-4.3%	-11.1%	9.9%	-0.6%	59.6%	43.0%	2.5%	71.2%	-15.4%	Nov '24
American Tower (Real Estate)	179.43	-0.5%	0.0%	-3.3%	-13.4%	-18.5%	-6.0%	-12.2%	0.3%	-2.9%	-14.5%	-29.5%	7.8%	-32.9%	Sep '21
Prologis Inc. (Real Estate)	123.82	-0.1%	-0.3%	5.7%	18.2%	20.7%	12.8%	-18.1%	20.4%	26.4%	35.5%	-16.0%	35.4%	-20.3%	Apr '22
NextEra Energy (Utilities)	82.14	0.6%	0.6%	0.0%	17.3%	25.4%	13.7%	21.5%	17.4%	13.6%	23.0%	-0.8%	23.0%	-4.5%	Oct '25
Duke Energy (Utilities)	123.77	-0.05%	-1.2%	-0.5%	-0.3%	2.5%	13.0%	15.6%	18.0%	49.1%	61.3%	38.7%	62.4%	-4.1%	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	15.97	p	EOD	-0.2%	0.4%	2.8%	6.6%	10.7%	6.8%	8.7%	30.8%	17.0%	9.8%	31.6%	-0.9%	Oct '25
Moderate-60% Stock	64.79		0.2%	-0.4%	0.3%	5.3%	13.1%	13.8%	10.7%	14.9%	51.7%	46.2%	23.9%	57.3%	-1.2%	Oct '25
Mod Agg-80% Stock	51.34	p	EOD	-0.8%	-0.3%	5.8%	15.7%	20.0%	17.5%	17.3%	70.8%	74.8%	36.2%	78.9%	-1.7%	Oct '25
Aggressive-90% Stock	31.28	p	EOD	-0.8%	0.0%	6.6%	17.7%	18.4%	14.8%	18.4%	73.6%	79.0%	35.8%	81.4%	-1.7%	Oct '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	103413.07	1.8%	-4.5%	-17.1%	-10.1%	6.8%	36.7%	121.9%	10.7%	389.0%	564.4%	122.6%	439.8%	-17.1%	Oct '25
Ethereum	3400.06	3.3%	-10.6%	-27.5%	-7.7%	87.3%	24.8%	44.8%	2.0%	106.7%	647.7%	-9.6%	162.6%	-29.6%	Aug '25
BNB	953.66	1.7%	-11.6%	-22.1%	23.9%	58.3%	61.1%	123.3%	36.0%	169.1%	3186.4%	86.2%	251.9%	-27.2%	Oct '25
Solana	161.31	3.8%	-12.6%	-30.6%	-4.1%	9.9%	-13.7%	78.0%	-14.8%	377.5%	8329.2%	-5.3%	417.6%	-38.4%	Jan '25
Bitcoin ETF	58.92	3.0%	-2.5%	-17.4%	-10.1%	9.2%	35.8%	-	11.1%	-	-	-	-	-17.4%	Oct '25
Grayscale Bitcoin (hi fee)	81.35	3.1%	-2.4%	-17.4%	-10.3%	8.6%	34.2%	136.7%	9.9%	634.9%	413.4%	162.8%	703.3%	-17.4%	Oct '25
Bloomberg Commodities	22.14	0.09%	0.6%	1.4%	7.9%	7.1%	13.8%	5.5%	12.1%	4.1%	68.5%	23.7%	7.3%	-9.9%	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	4.74	1.4%	1.9%	-0.5%	-1.6%	-1.6%	2.9%	19.1%	-1.0%	11.5%	196.2%	134.9%	21.9%	-7.2%	Oct '23
10yr Treasury rate	4.16	1.7%	1.6%	-0.1%	-1.5%	-3.5%	-6.1%	18.3%	-9.1%	0.0%	407.0%	155.3%	6.5%	-16.7%	Oct '23
5yr Treasury rate	3.77	1.7%	1.2%	0.5%	0.0%	-3.4%	-11.9%	14.1%	-14.0%	-13.0%	937.2%	175.8%	-8.4%	-24.1%	Oct '23
13-week T-bill	3.79	-0.1%	0.8%	-1.9%	-8.3%	-10.0%	-14.5%	-18.8%	-10.0%	-5.6%	4463.9%	7047.2%	7.2%	-29.2%	Oct '23
Crude Oil	59.65	0.02%	-1.5%	-3.3%	-7.3%	0.9%	-16.8%	0.1%	-16.8%	-35.6%	60.6%	-21.6%	-31.6%	-51.8%	Mar '22
Gold	3981.80	-0.08%	-0.5%	0.8%	17.8%	16.7%	49.3%	27.5%	51.4%	138.1%	104.2%	121.3%	138.4%	-8.2%	Oct '25
EUR/USD	1.15	0.1%	-0.9%	-1.8%	-1.4%	1.4%	5.2%	-6.0%	10.5%	18.0%	-2.7%	1.1%	18.5%	-6.8%	Jan '21
USD/JPY	153.85	0.2%	0.7%	2.3%	4.5%	7.6%	1.6%	11.0%	-2.0%	3.7%	48.5%	33.6%	4.9%	-4.8%	Jul '24
S&P 500 Volatility Index	18.01	-5.2%	6.5%	10.0%	7.4%	-27.3%	10.7%	39.4%	3.8%	-26.6%	-27.6%	8.5%	-46.4%	-65.6%	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	50.88		-0.12%	-0.1%	0.2%	1.1%	3.0%	5.8%	6.5%	5.0%	21.4%	17.7%	16.1%	21.2%	-0.3%	Oct '25
Interm Muni- JPMorgan	50.57		-0.2%	-0.1%	0.7%	3.3%	4.0%	4.7%	1.9%	3.8%	16.5%	7.0%	3.8%	15.2%	-0.3%	Oct '25
Interm Bond- Janus MSB	45.58		-0.3%	-0.2%	0.1%	2.2%	4.4%	7.6%	1.5%	7.2%	19.0%	1.7%	1.6%	18.1%	-1.3%	Oct '25
Interm Bond- Vanguard	77.73		-0.3%	-0.3%	-0.2%	1.1%	3.8%	7.2%	1.6%	7.2%	19.1%	-1.5%	0.9%	18.5%	-2.2%	Dec '20
Multisector Bond- Intrepid	9.02	p	EOD	-0.2%	-0.9%	1.3%	5.6%	7.3%	10.4%	6.0%	31.8%	45.1%	25.7%	32.2%	-1.1%	Oct '25
Int’l Bond- JPMorgan	48.86		0.04%	-0.1%	0.1%	1.3%	3.8%	7.4%	3.5%	7.1%	24.8%	16.2%	12.7%	26.5%	-1.1%	Oct '25
Long Bond- Vanguard	76.53		-0.5%	-1.4%	-1.0%	1.6%	6.8%	5.2%	-1.9%	6.7%	24.9%	-12.5%	-11.9%	24.3%	-15.6%	Sep '21
Long CA Muni- PIMCO	9.47	p	EOD	0.1%	1.0%	4.2%	4.6%	4.8%	2.9%	3.9%	20.9%	8.9%	3.5%	18.9%	-0.1%	Oct '25
Long Muni- iShares	57.30		-0.2%	-0.1%	0.5%	3.6%	4.1%	3.9%	1.6%	2.3%	14.4%	2.7%	1.0%	12.7%	-0.6%	Oct '25

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
Oct '25

DJIA (Large Value)

Below
Peak
Oct '25

Russell 2000 (Small Cap)

Below
Peak
Oct '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 Oct '25

DJIA (Large Value)

BelowPeak Oct '25

Russell 2000 (Small Cap)

BelowPeak Oct '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
Oct '25

Below
Peak
Oct '25

Below
Peak
Oct '25