VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

75.7%

[

12.7%

annualized]

Dec 31 2020 - Sep 17 2025

-0.2%

Below
Peak
Sep '25

DJIA (Large Value)

Return

50.4%

[

9.0%

annualized]

Dec 31 2020 - Sep 17 2025

-0.2%

Below
Peak
Sep '25

Russell 2000 (Small Cap)

Return

21.9%

[

4.3%

annualized]

Dec 31 2020 - Sep 17 2025

-1.4%

Below
Peak
Nov '21

Performance Range:

As of Sep 17 10:50 PM EDT, next update at 11:00 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	6600.35	-0.10%	0.2%	2.3%	10.4%	17.6%	17.5%	23.3%	12.2%	70.4%	98.8%	37.6%	84.5%	-0.2%	Sep '25
DJIA (Large Value)	46018.32	0.6%	-0.2%	2.5%	9.1%	10.7%	10.9%	12.9%	8.2%	49.3%	66.4%	25.8%	57.5%	-0.2%	Sep '25
Russell 2000 (Small Cap)	2407.34	0.2%	-0.6%	4.9%	13.9%	17.4%	9.1%	10.0%	7.9%	33.9%	56.6%	5.9%	42.6%	-1.4%	Nov '21
NASDAQ Comp (Tech/Growth)	22261.33	-0.3%	1.0%	2.9%	13.9%	27.2%	26.7%	28.6%	15.3%	94.4%	106.3%	40.6%	113.7%	-0.4%	Sep '25
Aggregate Bond	100.57	-0.2%	-0.1%	2.1%	3.5%	4.1%	2.9%	1.3%	6.5%	12.9%	-2.0%	-0.1%	16.6%	-2.6%	Dec '20
Corp Bond	112.06	-0.2%	-0.1%	2.7%	4.9%	5.7%	3.4%	0.9%	8.1%	18.9%	-1.4%	-1.0%	25.5%	-4.0%	Sep '21
High Yield Bond	81.05	-0.10%	0.0%	1.3%	3.4%	5.7%	7.5%	8.0%	7.1%	30.3%	25.4%	14.9%	34.4%	-0.2%	Sep '25
Preferred	32.10	-0.03%	0.2%	2.5%	7.8%	6.4%	2.9%	7.2%	6.7%	19.7%	17.4%	3.0%	26.4%	New Peak	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	90.87	0.2%	-1.9%	1.5%	5.0%	5.6%	-0.7%	0.1%	9.1%	32.5%	52.7%	9.2%	40.1%	-5.5%	Oct '24
Consumer Discretionary/Cyclical	241.57	-0.3%	1.8%	5.0%	15.0%	25.5%	26.4%	26.5%	8.2%	57.1%	74.8%	18.4%	78.1%	-0.3%	Sep '25
Financial Services	54.08	1.0%	0.1%	3.0%	8.1%	11.1%	21.5%	30.6%	12.7%	72.5%	139.9%	45.6%	87.3%	New Peak	Sep '25
Real Estate	92.05	-0.1%	-1.3%	3.5%	3.4%	2.9%	-2.6%	4.8%	5.4%	15.7%	39.0%	-8.1%	34.8%	-8.9%	Dec '21
Communication Services	118.83	0.3%	2.1%	7.2%	15.1%	24.6%	37.0%	34.7%	23.4%	134.9%	111.9%	57.4%	156.6%	-0.1%	Sep '25
Energy	89.99	0.2%	1.0%	5.8%	3.0%	0.1%	5.7%	5.6%	6.7%	27.5%	227.5%	78.4%	23.5%	-5.2%	Nov '24
Industrials	151.14	-0.5%	-1.1%	0.1%	6.6%	15.3%	16.3%	17.3%	15.4%	77.8%	107.2%	52.3%	86.2%	-2.5%	Jul '25
Technology	271.43	-0.3%	0.1%	1.9%	12.5%	28.4%	25.8%	21.6%	17.1%	116.1%	153.0%	59.1%	138.0%	-0.7%	Sep '25
Consumer Staples/Defensive	80.24	0.6%	-0.4%	-2.0%	0.4%	1.8%	-1.0%	12.2%	3.3%	21.8%	43.6%	14.1%	27.6%	-3.6%	Aug '25
Healthcare	137.20	0.2%	-1.8%	1.0%	3.5%	-5.8%	-10.2%	2.5%	0.6%	13.1%	40.7%	4.1%	17.7%	-11.3%	Sep '24
Utilities	84.35	0.2%	-0.8%	-1.1%	5.4%	8.8%	10.6%	23.3%	13.0%	24.3%	68.3%	32.5%	49.5%	-3.4%	Aug '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	136.97	-0.09%	0.3%	2.7%	10.2%	17.2%	19.9%	17.4%	17.5%	71.8%	86.9%	37.0%	86.1%	-0.2%	Sep '25
MSCI Emerging Markets	53.26	0.4%	1.9%	6.0%	14.3%	19.2%	27.6%	6.5%	28.6%	51.9%	33.9%	17.7%	65.8%	New Peak	Sep '25
FTSE Europe	79.39	-0.4%	-0.3%	0.7%	5.5%	10.0%	17.4%	1.9%	27.4%	73.0%	72.9%	29.9%	90.2%	-1.0%	Aug '25
MSCI Japan	81.17	-0.2%	-0.2%	1.1%	11.1%	15.4%	19.8%	7.0%	21.9%	65.9%	49.6%	29.1%	75.8%	-0.2%	Sep '25
MSCI India	54.02	0.3%	1.5%	1.0%	0.4%	8.3%	-5.6%	8.6%	2.6%	26.4%	69.5%	17.0%	34.5%	-8.1%	Sep '24
MSCI China	65.80	1.4%	2.5%	9.6%	22.0%	13.9%	64.1%	17.7%	41.8%	54.6%	-1.3%	14.4%	75.7%	-25.4%	Feb '21
International Bond	49.46	-0.02%	-0.1%	0.8%	0.7%	3.2%	3.0%	3.6%	2.6%	13.2%	-0.3%	1.1%	17.1%	-1.6%	Dec '20
iShares Latin America	28.58	0.1%	2.2%	9.0%	12.5%	20.5%	16.9%	-23.1%	39.9%	45.2%	81.7%	58.3%	42.2%	New Peak	Sep '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	606.09	-0.12%	0.3%	2.5%	10.7%	18.3%	19.0%	25.0%	13.2%	78.1%	114.1%	45.4%	92.6%	-0.2%	Sep '25
US Large Growth	461.51	-0.4%	0.6%	2.7%	13.7%	27.1%	27.1%	33.1%	15.2%	107.1%	127.3%	53.4%	125.3%	-0.6%	Sep '25
US Large Value	202.09	0.3%	-0.9%	1.9%	6.9%	8.5%	10.0%	14.2%	10.1%	45.3%	85.3%	28.7%	56.2%	-0.9%	Sep '25

US MidCap Blend	290.15	0.02%	-1.2%	1.4%	7.0%	12.9%	14.0%	15.3%	10.8%	48.6%	78.6%	21.1%	61.5%	-1.2%	Sep '25
US MidCap Growth	290.51	-0.09%	-1.2%	1.2%	6.9%	19.1%	23.7%	16.4%	14.9%	60.5%	71.3%	18.6%	75.0%	-1.2%	Sep '25
US MidCap Value	172.35	0.12%	-1.2%	1.6%	7.1%	8.2%	6.6%	14.0%	7.8%	38.6%	86.7%	24.2%	50.2%	-1.2%	Sep '25

US Small Blend	255.39	0.02%	-1.1%	3.6%	10.8%	14.5%	10.8%	14.2%	7.1%	44.0%	77.3%	18.5%	53.7%	-1.3%	Nov '24
US Small Growth	315.01	0.3%	-0.2%	4.7%	13.8%	20.7%	13.5%	15.0%	9.7%	45.9%	46.1%	9.0%	54.7%	-3.7%	Feb '21
US Small Value	175.07	0.05%	-1.4%	4.7%	14.0%	14.9%	6.5%	7.6%	7.5%	31.7%	85.9%	11.6%	40.6%	-2.2%	Nov '24

Foreign Large Blend	93.00	-0.4%	-0.4%	1.0%	6.8%	11.8%	17.7%	3.5%	25.1%	67.2%	65.4%	30.4%	81.3%	-0.7%	Sep '25
Foreign Growth	113.53	-0.2%	-0.2%	1.1%	4.7%	9.7%	11.1%	1.5%	18.4%	52.4%	33.7%	8.4%	64.3%	-0.6%	Sep '25
Foreign Value	67.58	-0.4%	-0.9%	0.7%	8.8%	13.9%	24.3%	5.4%	31.6%	82.0%	99.3%	54.8%	98.7%	-1.2%	Aug '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	24.19	0.06%	0.1%	0.2%	1.6%	3.6%	6.2%	8.3%	3.7%	28.1%	33.8%	25.4%	31.2%	-0.1%	Aug '25
Ultra Short- Janus AAA CLO	50.68	0.02%	0.0%	-0.1%	1.0%	2.6%	5.1%	7.4%	3.1%	21.3%	-	20.2%	22.4%	-0.3%	Aug '25
Bank Loan- Invesco	21.01	0%	0.1%	0.8%	2.3%	4.8%	7.3%	8.2%	4.6%	28.6%	30.1%	24.2%	30.4%	New Peak	Sep '25
Interval CEF- Cliffwater	10.74	0%	0.2%	0.7%	2.2%	4.4%	9.6%	12.6%	6.4%	31.4%	57.4%	37.7%	34.2%	New Peak	Sep '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	51.64	-0.3%	-0.2%	1.6%	10.2%	18.2%	16.7%	27.9%	13.1%	88.7%	164.9%	79.3%	98.0%	-0.4%	Sep '25
Int’l Min Volatility- Franklin	34.32	-0.4%	-1.0%	-0.5%	5.3%	6.6%	16.6%	15.9%	14.8%	62.9%	107.5%	61.1%	73.0%	-2.5%	Aug '25
MidCap 30 - Hennessy (hi fee)	24.32	0.9%	-1.9%	1.3%	7.3%	12.1%	7.2%	34.6%	2.2%	90.6%	184.0%	84.8%	90.0%	-6.6%	Nov '24
Small Value- Avantis	100.38	0.10%	-1.3%	5.1%	12.6%	15.6%	7.6%	9.3%	4.9%	48.5%	144.1%	32.1%	51.6%	-4.4%	Nov '24
Mid Value- Pacer Cash Cows	57.32	0.4%	-1.0%	0.9%	5.2%	4.2%	2.0%	10.6%	2.2%	38.1%	118.5%	29.6%	40.2%	-5.5%	Nov '24
Growth- S&P Momentum	120.68	-0.3%	0.5%	2.8%	12.8%	29.8%	37.5%	45.8%	27.5%	134.8%	165.6%	95.7%	140.5%	-0.4%	Sep '25
Invesco S&P Quality	72.86	0.4%	-0.1%	1.0%	5.4%	10.3%	10.9%	25.4%	9.3%	77.9%	103.7%	43.6%	89.3%	-0.1%	Aug '25
Rotation Factor- BlackRock	58.47	-0.09%	0.4%	2.7%	11.8%	20.7%	21.9%	30.3%	14.9%	104.3%	132.1%	61.8%	119.3%	-0.3%	Sep '25
US Min Volatility- Fidelity	65.77	0.2%	-0.1%	2.4%	7.6%	9.8%	10.3%	16.1%	9.4%	53.4%	78.8%	33.1%	62.4%	-0.1%	Sep '25
Derivative Income- JPMorgan	56.92	0.3%	-0.6%	0.3%	3.5%	3.7%	4.4%	12.6%	4.0%	34.8%	64.8%	24.7%	42.3%	-0.8%	Aug '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	15.96	0.3%	-0.1%	-0.2%	4.0%	5.9%	14.8%	12.1%	7.5%	30.8%	37.0%	30.7%	30.2%	-0.7%	Aug '25
Multistrategy- AQR	13.52	-2.5%	-2.4%	0.4%	1.7%	4.0%	12.4%	13.3%	9.8%	41.2%	76.0%	55.0%	38.6%	-2.6%	Sep '25
Long Short- AQR	19.67	-0.05%	-0.5%	2.9%	5.9%	13.7%	31.7%	30.5%	22.8%	123.8%	209.9%	135.9%	125.0%	-0.5%	Sep '25
Mkt Neutral- BlackRock	14.58	-0.1%	-0.8%	3.6%	4.8%	10.8%	18.3%	21.4%	13.6%	64.7%	63.3%	62.3%	62.9%	-0.8%	Sep '25
Multi Strategy- Variant	26.88	0%	0.1%	0.5%	1.7%	3.1%	7.1%	5.1%	4.6%	21.3%	45.8%	26.7%	22.4%	New Peak	Sep '25
Long Short- First Trust	68.98	0.2%	0.3%	2.4%	6.5%	8.3%	11.1%	18.8%	5.4%	49.0%	72.4%	38.8%	53.5%	New Peak	Sep '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)	249.53	-0.6%	3.8%	22.7%	44.1%	55.6%	56.8%	36.0%	32.2%	144.4%	246.3%	73.3%	157.5%	-0.8%	Sep '25
Meta (Communications)	775.72	-0.4%	3.3%	1.1%	11.5%	33.3%	44.6%	66.0%	32.7%	433.2%	208.9%	130.4%	511.7%	-1.8%	Aug '25
Amazon (Cyclical)	231.62	-1.0%	0.7%	0.1%	9.0%	20.1%	24.2%	44.4%	5.6%	87.5%	56.8%	35.9%	105.2%	-4.3%	Feb '25
Tesla (Cyclical)	425.86	1.0%	15.5%	27.1%	32.2%	89.0%	87.4%	62.5%	5.5%	40.4%	188.9%	6.5%	96.0%	-11.3%	Dec '24
Procter & Gamble (Defensive)	160.33	1.4%	1.1%	3.0%	2.2%	-3.1%	-5.5%	17.3%	-2.5%	25.1%	32.1%	8.0%	39.0%	-9.1%	Dec '24
PepsiCo (Defensive)	141.23	0.9%	-2.1%	-4.6%	10.5%	-3.2%	-16.3%	-7.6%	-4.3%	-6.9%	25.0%	-8.3%	-8.3%	-21.8%	May '23
Coca-Cola (Defensive)	67.04	1.2%	-0.9%	-3.0%	-3.1%	-2.7%	-4.5%	8.9%	9.2%	22.3%	53.4%	25.5%	32.1%	-8.6%	Apr '25
Exxon Mobil (Energy)	115.29	0.5%	2.8%	8.0%	2.8%	3.3%	4.3%	11.3%	10.1%	37.0%	285.1%	107.3%	29.8%	-4.7%	Oct '24
Chevron (Energy)	160.09	0.3%	1.2%	4.2%	9.2%	1.9%	16.2%	1.3%	14.4%	15.7%	154.0%	56.0%	14.8%	-4.4%	Jan '23
JPMorgan Chase (Financial)	311.75	0.8%	2.0%	6.9%	14.3%	34.1%	53.6%	44.3%	32.2%	187.9%	262.5%	113.1%	222.4%	New Peak	Sep '25
Visa (Financial)	346.20	1.8%	0.8%	1.0%	1.9%	3.8%	20.9%	22.3%	10.1%	83.2%	77.1%	60.8%	98.7%	-7.1%	Jun '25
Mastercard (Financial)	598.63	2.1%	1.7%	2.5%	11.3%	13.2%	21.7%	24.2%	14.2%	93.4%	83.7%	65.0%	114.7%	-0.1%	Aug '25
Bank of America (Financial)	51.40	1.5%	1.3%	7.9%	14.7%	24.8%	32.8%	33.9%	19.0%	63.1%	130.3%	22.6%	86.3%	New Peak	Sep '25
UnitedHealth (Health)	341.61	0.5%	-3.4%	10.7%	11.2%	-31.7%	-40.3%	-2.4%	-31.7%	-31.4%	19.2%	-28.2%	-28.5%	-44.5%	Nov '24
Johnson & Johnson (Health)	177.20	0.4%	-0.7%	1.3%	18.4%	9.6%	10.1%	-4.8%	25.5%	15.8%	37.0%	15.4%	19.3%	-0.9%	Sep '25
Eli Lilly (Health)	760.13	-0.6%	0.5%	8.9%	-3.0%	-7.2%	-15.4%	33.3%	-0.9%	152.3%	421.5%	190.0%	140.1%	-20.2%	Aug '24
Union Pacific (Industrials)	217.17	0.5%	0.5%	-0.7%	-1.6%	-7.3%	-11.5%	-5.1%	-3.1%	9.9%	21.4%	-4.4%	21.3%	-14.8%	Mar '22
Honeywell (Industrials)	211.68	0.3%	-1.7%	-2.2%	-4.1%	2.0%	7.2%	10.0%	-4.8%	27.2%	38.8%	10.8%	30.5%	-11.5%	Jul '25
Nvidia (IT)	170.29	-2.6%	-3.9%	-6.4%	17.1%	47.5%	50.3%	171.2%	26.8%	1191.8%	1301.3%	466.4%	1382.6%	-7.0%	Aug '25
Broadcom (IT)	346.17	-3.8%	-3.7%	13.2%	38.1%	84.5%	116.6%	110.5%	50.1%	630.0%	984.7%	461.3%	744.8%	-6.3%	Sep '25
Adobe (IT)	362.07	2.6%	3.3%	1.4%	-4.2%	-7.5%	-28.7%	-25.5%	-18.6%	20.9%	-22.6%	-35.8%	26.5%	-47.4%	Nov '21
Oracle (IT)	301.41	-1.7%	-2.1%	21.0%	43.2%	102.8%	85.1%	60.0%	82.4%	356.0%	442.1%	261.4%	389.6%	-8.2%	Sep '25
salesforce.com (IT)	242.21	1.2%	-1.7%	-0.7%	-6.7%	-12.8%	-3.6%	27.8%	-27.3%	61.3%	0.6%	-4.4%	71.7%	-33.9%	Dec '24
Linde PLC (Materials)	479.86	1.8%	-0.8%	0.3%	4.6%	4.5%	3.7%	3.2%	15.4%	75.5%	108.3%	48.6%	83.1%	-0.8%	Sep '25
Sherwin-Williams (Materials)	350.21	-0.8%	-5.0%	-2.4%	5.9%	4.8%	-5.9%	9.9%	3.7%	62.4%	57.9%	6.9%	78.6%	-11.8%	Nov '24
American Tower (Real Estate)	197.22	1.3%	0.3%	-2.9%	-8.5%	-6.7%	-13.7%	-12.2%	9.3%	-11.6%	-7.7%	-23.2%	17.4%	-26.9%	Sep '21
Prologis Inc. (Real Estate)	113.89	-0.12%	-0.8%	8.0%	8.4%	2.3%	-7.9%	-18.1%	9.7%	9.1%	30.2%	-23.4%	23.5%	-27.4%	Apr '22
NextEra Energy (Utilities)	70.31	0.7%	-1.4%	-7.1%	-1.8%	0.3%	-14.6%	21.5%	-0.3%	-10.4%	14.3%	-15.7%	4.5%	-17.3%	Dec '21
Duke Energy (Utilities)	121.10	0.7%	-0.8%	-0.3%	6.6%	2.1%	8.4%	15.6%	15.5%	28.7%	77.8%	35.7%	58.9%	-3.0%	Aug '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	-0.13%	0.0%	1.8%	4.2%	6.5%	6.3%	4.7%	7.9%	22.9%	12.3%	6.8%	28.0%	-0.1%	Sep '25
Moderate-60% Stock	64.08	-0.11%	0.1%	2.3%	7.5%	11.9%	13.0%	10.7%	13.1%	46.0%	47.8%	22.1%	54.9%	-0.2%	Sep '25
Mod Agg-80% Stock	50.58	-0.2%	0.2%	2.5%	8.9%	14.8%	16.5%	13.1%	15.6%	56.9%	65.1%	28.2%	68.4%	-0.2%	Sep '25
Aggressive-90% Stock	30.63	-0.3%	0.1%	2.4%	9.7%	15.5%	16.8%	12.6%	15.9%	56.9%	68.9%	26.1%	68.4%	-0.3%	Sep '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	116686.62	-0.1%	1.0%	0.4%	11.3%	41.1%	89.3%	121.9%	24.9%	490.1%	966.2%	151.2%	509.1%	-5.4%	Aug '25
Ethereum	4611.78	2.4%	3.4%	6.9%	82.7%	138.6%	94.6%	44.8%	38.4%	222.0%	1099.8%	22.6%	256.1%	-4.5%	Aug '25
BNB	987.77	3.4%	9.4%	16.6%	53.2%	57.3%	76.7%	123.3%	40.9%	259.6%	3505.1%	92.9%	264.5%	New Peak	Sep '25
Solana	245.66	3.7%	7.4%	34.2%	67.9%	96.0%	83.3%	78.0%	29.8%	662.7%	7804.4%	44.3%	688.3%	-6.2%	Jan '25
Bitcoin ETF	65.67	-1.1%	1.0%	-0.6%	11.4%	40.3%	92.3%	-	23.8%	-	-	-	-	-6.0%	Aug '25
Grayscale Bitcoin (hi fee)	90.79	-1.0%	1.0%	-0.7%	11.0%	39.5%	90.0%	136.7%	22.7%	738.9%	756.1%	193.3%	796.6%	-6.0%	Aug '25
Bloomberg Commodities	21.34	-1.2%	0.9%	4.1%	-2.0%	0.7%	12.1%	5.5%	8.1%	1.5%	62.7%	19.3%	3.4%	-13.1%	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	4.68	0.6%	0.5%	-5.4%	-4.5%	2.1%	16.6%	19.1%	-2.3%	32.9%	221.7%	131.9%	20.4%	-8.4%	Oct '23
10yr Treasury rate	4.08	1.2%	1.6%	-6.1%	-7.3%	-4.8%	10.6%	18.3%	-10.9%	18.2%	487.3%	150.4%	4.5%	-18.3%	Oct '23
5yr Treasury rate	3.65	1.8%	2.0%	-5.3%	-8.6%	-10.3%	5.3%	14.1%	-16.7%	0.6%	1207.9%	167.3%	-11.3%	-26.4%	Oct '23
13-week T-bill	3.87	-0.6%	-1.5%	-6.2%	-8.4%	-7.8%	-16.2%	-18.8%	-8.1%	26.0%	4560.2%	7198.1%	9.5%	-27.7%	Oct '23
Crude Oil	63.46	-0.9%	1.7%	0.1%	-15.5%	-5.1%	-10.5%	0.1%	-11.5%	-25.4%	54.4%	-16.6%	-27.3%	-48.7%	Mar '22
Gold	3699.50	0.5%	1.7%	11.0%	9.1%	21.9%	43.9%	27.5%	40.7%	121.3%	89.5%	105.6%	121.5%	New Peak	Sep '25
EUR/USD	1.18	-0.07%	0.8%	1.3%	3.0%	8.3%	6.4%	-6.0%	13.6%	-	-	4.0%	21.8%	-4.2%	Jan '21
USD/JPY	146.92	0.06%	-0.2%	-0.7%	1.4%	-1.6%	3.0%	11.0%	-6.4%	-	-	27.6%	0.1%	-9.1%	Jul '24
S&P 500 Volatility Index	15.72	-3.9%	6.9%	4.9%	-21.9%	-27.6%	-13.8%	39.4%	-9.4%	-40.2%	-39.1%	-5.3%	-53.2%	-70.0%	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	50.97	-0.08%	0.1%	0.5%	1.6%	2.9%	4.8%	6.5%	4.4%	19.7%	17.1%	15.4%	20.5%	-0.1%	Sep '25
Interm Muni- JPMorgan	50.58	0.08%	0.4%	2.3%	2.9%	2.4%	2.0%	1.9%	2.9%	12.8%	6.4%	2.9%	14.3%	New Peak	Sep '25
Interm Bond- Janus MSB	45.85	-0.2%	0.2%	2.2%	3.9%	4.1%	2.9%	1.5%	6.9%	13.0%	2.1%	1.3%	17.8%	-0.2%	Sep '25
Interm Bond- Vanguard	78.42	-0.2%	-0.2%	1.6%	3.4%	4.8%	3.6%	1.6%	7.4%	14.8%	-1.4%	1.1%	18.7%	-2.0%	Dec '20
Multisector Bond- Intrepid	9.13	-0.11%	0.1%	0.8%	3.3%	4.5%	8.4%	10.4%	6.0%	30.6%	48.0%	25.6%	32.1%	-0.1%	Sep '25
Int’l Bond- JPMorgan	49.12	-0.02%	0.1%	0.8%	2.7%	4.8%	5.8%	3.5%	6.8%	22.0%	17.1%	12.3%	26.2%	New Peak	Sep '25
Long Bond- Vanguard	78.25	-0.2%	-0.2%	3.6%	6.0%	5.5%	0.7%	-1.9%	8.2%	16.6%	-10.5%	-10.7%	26.0%	-14.4%	Sep '21
Long CA Muni- PIMCO	9.42	0.2%	0.4%	3.2%	3.7%	2.3%	1.7%	2.9%	2.6%	15.8%	8.0%	2.3%	17.5%	New Peak	Sep '25
Long Muni- iShares	57.09	0%	0.3%	2.5%	3.5%	2.2%	1.0%	1.6%	1.4%	11.0%	1.9%	0.1%	11.7%	-0.3%	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

Below
Peak
Sep '25

DJIA (Large Value)

Below
Peak
Sep '25

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

BelowPeak Sep '25

DJIA (Large Value)

BelowPeak Sep '25

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
Sep '25

Below
Peak
Sep '25

Below
Peak
Nov '21