VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500 (Large Cap)

Return

58.1%

[

12.0%

annualized]

Dec 31 2020 - Jan 16 2025

-2.5%

Below
Peak
Dec '24

DJIA (Large Value)

Return

41.0%

[

8.9%

annualized]

Dec 31 2020 - Jan 16 2025

-4.1%

Below
Peak
Dec '24

Russell 2000 (Small Cap)

Return

14.8%

[

3.5%

annualized]

Dec 31 2020 - Jan 16 2025

-7.2%

Below
Peak
Nov '21

Performance Range:

As of Jan 16 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)	5937.34	-0.2%	1.9%	-1.9%	1.6%	6.2%	25.3%	23.3%	0.9%	27.3%	78.3%	23.8%	66.0%	-2.5%	Dec '24
DJIA (Large Value)	43153.13	-0.2%	2.9%	-0.7%	-0.2%	4.7%	15.8%	12.9%	1.4%	20.2%	47.0%	18.0%	47.7%	-4.1%	Dec '24
Russell 2000 (Small Cap)	2266.79	0.2%	3.5%	-2.9%	-0.6%	1.2%	18.5%	10.0%	1.6%	4.8%	33.4%	-0.3%	34.3%	-7.2%	Nov '21
NASDAQ Comp (Tech/Growth)	19338.29	-0.9%	0.9%	-3.8%	5.3%	7.5%	30.2%	28.6%	0.1%	29.8%	106.0%	22.1%	85.6%	-4.1%	Dec '24
Aggregate Bond	96.92	0.2%	1.0%	-0.8%	-1.6%	0.2%	2.5%	1.3%	0.0%	-5.3%	-2.3%	-6.2%	9.5%	-8.9%	Aug '20
Muni ~7yrs	105.99	0.06%	0.3%	-0.9%	-1.0%	0.1%	1.1%	1.3%	-0.5%	-0.6%	3.7%	-1.4%	9.0%	-2.1%	Dec '24
Corp Bond	106.69	0.2%	1.2%	-1.7%	-2.8%	-0.2%	2.2%	0.9%	-0.1%	-7.2%	-2.3%	-8.6%	15.9%	-11.3%	Sep '21
High Yield Bond	79.39	0.11%	1.1%	0.5%	1.2%	4.6%	9.7%	8.0%	0.9%	9.4%	16.7%	8.3%	26.7%	-0.1%	Dec '24
Preferred	31.68	-0.09%	1.9%	-0.8%	-3.8%	2.3%	7.6%	7.2%	0.8%	-2.2%	8.9%	-3.5%	18.5%	-4.2%	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	87.76	0.8%	5.4%	0.3%	-9.3%	-3.5%	9.1%	0.1%	4.3%	5.1%	58.9%	4.4%	34.0%	-9.6%	Oct '24
Consumer Discretionary/Cyclical	226.05	-0.5%	2.4%	-5.4%	14.0%	18.5%	32.3%	26.5%	0.8%	18.0%	84.3%	10.3%	65.9%	-5.4%	Dec '24
Financial Services	49.81	0.7%	5.3%	1.9%	5.1%	14.6%	35.7%	30.6%	3.1%	28.9%	77.1%	33.1%	71.3%	-2.6%	Nov '24
Real Estate	89.71	2.1%	4.9%	-2.7%	-6.4%	1.8%	9.9%	4.8%	0.7%	-7.7%	14.3%	-12.2%	28.8%	-12.9%	Dec '21
Communication Services	96.55	-0.6%	0.8%	-3.7%	6.9%	13.5%	33.8%	34.7%	-0.3%	29.9%	78.3%	27.2%	107.4%	-5.2%	Dec '24
Energy	93.24	0.7%	5.5%	8.6%	3.7%	1.7%	20.4%	5.6%	8.8%	61.4%	96.6%	82.0%	25.9%	-3.3%	Nov '24
Industrials	136.93	1.2%	4.3%	1.0%	-0.9%	9.1%	26.1%	17.3%	3.9%	35.9%	76.3%	37.1%	67.6%	-4.4%	Nov '24
Technology	230.50	-0.8%	0.8%	-3.8%	0.3%	3.1%	21.0%	21.6%	-0.9%	42.6%	148.3%	34.7%	101.4%	-4.4%	Dec '24
Consumer Staples/Defensive	76.80	0.7%	0.6%	-5.0%	-5.7%	-1.2%	9.1%	12.2%	-2.3%	8.0%	37.3%	7.9%	20.7%	-7.7%	Sep '24
Healthcare	141.13	0.4%	1.1%	1.8%	-7.0%	-5.5%	2.8%	2.5%	2.6%	10.4%	46.3%	6.2%	20.1%	-9.5%	Sep '24
Utilities	78.73	2.5%	4.2%	3.5%	-2.6%	14.0%	31.6%	23.3%	4.0%	24.6%	38.3%	22.0%	37.6%	-4.3%	Nov '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	118.59	0.01%	1.9%	-1.8%	-0.3%	3.8%	20.9%	17.4%	0.9%	19.8%	59.2%	17.7%	59.9%	-2.8%	Dec '24
MSCI Emerging Markets	41.76	-0.12%	1.6%	-2.8%	-6.6%	-2.5%	13.5%	6.5%	-0.1%	-10.3%	0.7%	-8.6%	28.7%	-20.9%	Feb '21
FTSE Europe	64.73	0.9%	2.1%	-0.6%	-5.2%	-4.4%	8.2%	1.9%	2.0%	4.8%	29.1%	3.9%	52.2%	-8.7%	Sep '24
MSCI Japan	65.85	-0.6%	0.9%	-3.0%	-4.1%	-6.4%	3.5%	7.0%	-1.9%	3.5%	20.3%	3.9%	41.5%	-8.4%	Sep '24
MSCI India	51.05	-0.4%	-0.3%	-6.5%	-8.7%	-9.9%	5.3%	8.6%	-3.0%	7.3%	52.1%	10.6%	27.1%	-13.1%	Sep '24
MSCI China	45.28	-0.07%	3.6%	-4.1%	-4.6%	8.6%	25.9%	17.7%	-3.4%	-23.2%	-25.9%	-22.0%	19.7%	-49.2%	Feb '21
International Bond	48.79	0.1%	0.5%	-1.0%	-0.4%	2.2%	4.4%	3.6%	-0.5%	-1.5%	-0.4%	-1.9%	13.5%	-4.6%	Dec '20
iShares Latin America	21.63	-1.1%	2.3%	-1.5%	-11.0%	-14.0%	-16.3%	-23.1%	3.4%	10.0%	-10.8%	17.1%	5.1%	-32.3%	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	544.24	-0.1%	1.9%	-1.7%	2.0%	7.0%	27.0%	25.0%	1.0%	33.3%	92.8%	29.7%	71.8%	-2.3%	Dec '24
US Large Growth	402.05	-0.7%	1.0%	-3.6%	5.7%	9.9%	33.0%	33.1%	0.1%	42.4%	125.6%	33.4%	95.9%	-3.9%	Dec '24
US Large Value	190.13	0.6%	3.6%	0.7%	-1.1%	5.1%	19.7%	14.2%	2.7%	19.3%	52.4%	20.0%	45.7%	-4.3%	Nov '24

US MidCap Blend	272.44	1.1%	3.7%	0.0%	1.6%	9.4%	22.5%	15.3%	3.1%	17.0%	60.3%	12.8%	50.4%	-3.9%	Nov '24
US MidCap Growth	264.65	1.1%	3.3%	-0.2%	5.9%	13.4%	25.2%	16.4%	4.3%	17.4%	65.2%	7.7%	58.9%	-3.5%	Dec '24
US MidCap Value	165.62	1.1%	4.1%	0.3%	-2.0%	6.0%	20.0%	14.0%	2.4%	16.4%	53.0%	18.0%	42.7%	-5.4%	Nov '24

US Small Blend	247.47	0.7%	3.9%	-1.1%	2.6%	7.6%	23.0%	14.2%	3.0%	17.9%	57.1%	13.9%	47.9%	-5.0%	Nov '24
US Small Growth	293.41	0.3%	3.0%	-2.8%	1.0%	3.7%	23.5%	15.0%	1.9%	11.0%	36.7%	1.2%	43.7%	-10.5%	Feb '21
US Small Value	166.29	-0.05%	4.0%	-3.0%	-1.9%	-0.5%	16.3%	7.6%	1.3%	6.1%	42.0%	5.2%	32.5%	-7.9%	Nov '24

Foreign Large Blend	76.47	0.5%	1.9%	-1.3%	-4.8%	-4.1%	7.9%	3.5%	1.1%	5.6%	25.5%	5.4%	46.6%	-8.2%	Sep '24
Foreign Growth	98.12	0.9%	1.5%	-2.5%	-5.3%	-5.2%	6.3%	1.5%	1.3%	-2.0%	18.6%	-7.2%	40.6%	-9.3%	Sep '21
Foreign Value	53.03	0.3%	2.2%	0.0%	-4.3%	-2.6%	9.4%	5.4%	1.1%	13.3%	28.9%	18.9%	52.6%	-6.9%	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	24.36		0.06%	0.2%	0.5%	2.1%	3.9%	8.3%	8.3%	0.4%	20.9%	28.8%	21.4%	27.0%	New Peak	Jan '25
Ultra Short- Janus AAA CLO	50.88		0.02%	0.2%	0.6%	1.8%	3.4%	7.3%	7.4%	0.3%	16.9%	-	17.0%	19.1%	New Peak	Jan '25
Bank Loan- Invesco	21.13		-0.05%	0.1%	0.5%	1.9%	4.2%	8.6%	8.2%	0.3%	18.5%	23.2%	19.1%	25.1%	New Peak	Jan '25
Interval CEF- Cliffwater	10.66	p	EOD	0.1%	0.7%	2.5%	5.3%	12.3%	12.6%	0.4%	29.6%	50.6%	30.0%	26.6%	New Peak	Jan '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	46.78	-0.3%	1.7%	-0.6%	0.4%	6.8%	31.3%	27.9%	1.9%	57.7%	-	61.5%	78.4%	-2.3%	Dec '24
Int’l Min Volatility- Franklin	30.77	-0.13%	0.8%	1.6%	0.1%	4.4%	17.7%	15.9%	0.8%	39.2%	50.3%	41.5%	51.9%	-0.1%	Oct '24
MidCap 30 - Hennessy (hi fee)	24.32	-0.3%	3.0%	-2.2%	-0.2%	10.6%	42.5%	34.6%	2.2%	84.2%	181.4%	84.8%	90.0%	-6.6%	Nov '24
Small Value- Avantis	98.91	-0.05%	4.5%	-1.1%	0.6%	2.0%	18.5%	9.3%	2.5%	26.6%	100.5%	29.0%	48.1%	-6.6%	Nov '24
Mid Value- Pacer Cash Cows	58.07	0.3%	2.9%	0.3%	-0.8%	3.1%	16.5%	10.6%	2.8%	27.2%	104.5%	30.4%	41.0%	-5.0%	Nov '24
Growth- S&P Momentum	97.57	0.3%	2.1%	0.3%	4.0%	12.3%	48.1%	45.8%	2.7%	59.5%	137.1%	57.6%	93.7%	-0.9%	Dec '24
Invesco S&P Quality	67.64	0.4%	2.3%	-2.4%	0.3%	5.0%	26.6%	25.4%	0.9%	33.9%	92.7%	32.6%	74.7%	-2.8%	Dec '24
Rotation Factor- BlackRock	51.66	-0.4%	1.8%	-2.1%	1.9%	8.3%	32.4%	30.3%	0.8%	48.4%	97.2%	42.0%	92.4%	-2.9%	Dec '24
US Min Volatility- Fidelity	60.76	0.08%	1.7%	-1.9%	-1.6%	3.6%	16.2%	16.1%	0.3%	26.9%	63.0%	22.0%	48.8%	-3.3%	Dec '24
Derivative Income- JPMorgan	58.25	0.4%	2.1%	-0.8%	-0.7%	5.6%	14.0%	12.6%	1.3%	22.7%	-	21.3%	38.5%	-2.9%	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	14.95		0%	0.3%	0.9%	2.5%	4.4%	8.9%	12.1%	0.7%	24.1%	29.2%	22.4%	22.0%	-0.7%	Dec '24
Multistrategy- AQR	12.52	p	EOD	1.0%	1.9%	3.6%	3.5%	13.6%	13.3%	1.7%	38.2%	-	43.6%	28.3%	New Peak	Jan '25
Long Short- AQR	16.45	p	EOD	1.5%	2.2%	8.3%	10.7%	28.8%	30.5%	2.7%	77.2%	119.0%	97.3%	88.2%	New Peak	Jan '25
Mkt Neutral- BlackRock	13.96	p	EOD	1.6%	3.2%	5.6%	8.5%	22.4%	21.4%	3.4%	49.1%	47.9%	47.8%	48.3%	New Peak	Jan '25
Multi Strategy- Variant	26.98	p	EOD	0.0%	0.6%	2.1%	4.2%	4.7%	5.1%	0.3%	21.0%	42.9%	21.5%	17.4%	New Peak	Jan '25
Long Short- First Trust	66.94		-0.09%	1.5%	-1.1%	3.7%	8.0%	18.3%	18.8%	1.7%	35.9%	60.4%	33.9%	48.1%	-1.1%	Dec '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)	192.91	-1.4%	0.5%	-1.3%	18.5%	6.8%	36.9%	36.0%	1.9%	38.8%	161.7%	33.5%	98.5%	-2.0%	Jan '25
Meta (Communications)	611.30	-0.9%	-0.7%	-1.3%	6.0%	32.6%	66.6%	66.0%	4.4%	84.9%	176.2%	81.3%	381.3%	-3.3%	Dec '24
Amazon (Cyclical)	220.66	-1.2%	0.8%	-4.5%	17.7%	17.4%	45.4%	44.4%	0.6%	36.1%	136.7%	29.5%	95.4%	-5.3%	Dec '24
Tesla (Cyclical)	413.82	-3.4%	4.8%	-13.8%	87.3%	66.5%	92.0%	62.5%	2.5%	18.3%	1115.9%	3.5%	90.5%	-13.8%	Dec '24
Procter & Gamble (Defensive)	160.50	0.5%	1.2%	-5.8%	-6.3%	-4.1%	9.7%	17.3%	-4.3%	8.2%	43.6%	6.1%	36.5%	-10.7%	Dec '24
PepsiCo (Defensive)	146.54	1.2%	2.7%	-6.1%	-15.4%	-12.3%	-9.1%	-7.6%	-3.6%	-9.1%	19.8%	-7.7%	-7.6%	-21.2%	May '23
Coca-Cola (Defensive)	62.25	0.8%	1.9%	-1.8%	-10.3%	-3.2%	6.9%	8.9%	0.0%	11.0%	27.7%	14.9%	20.9%	-13.5%	Sep '24
Exxon Mobil (Energy)	111.32	-0.2%	4.5%	3.1%	-6.7%	-3.8%	18.7%	11.3%	3.5%	72.2%	106.9%	94.8%	21.9%	-10.5%	Oct '24
Chevron (Energy)	159.38	0.7%	4.1%	7.6%	6.5%	1.0%	16.2%	1.3%	10.0%	38.8%	72.2%	50.1%	10.5%	-8.0%	Jan '23
JPMorgan Chase (Financial)	254.27	0.8%	6.0%	7.2%	13.9%	18.6%	55.7%	44.3%	6.6%	75.0%	112.3%	71.9%	160.1%	New Peak	Jan '25
Visa (Financial)	317.25	0.3%	3.1%	-0.3%	9.5%	16.8%	19.9%	22.3%	0.4%	51.2%	60.6%	46.6%	81.2%	-1.1%	Dec '24
Mastercard (Financial)	523.14	0.2%	3.7%	-1.3%	2.0%	16.3%	23.1%	24.2%	-0.5%	43.1%	66.2%	43.8%	87.1%	-2.3%	Dec '24
Bank of America (Financial)	46.64	-1.0%	3.4%	3.5%	10.1%	7.3%	50.4%	33.9%	6.1%	5.3%	52.2%	9.3%	66.1%	-1.8%	Nov '24
UnitedHealth (Health)	510.59	-6.0%	-1.9%	5.2%	-9.4%	-10.3%	-1.2%	-2.4%	0.9%	13.7%	84.1%	6.1%	5.6%	-18.0%	Nov '24
Johnson & Johnson (Health)	147.77	1.9%	4.0%	0.9%	-9.4%	-4.1%	-5.0%	-4.8%	2.2%	-4.0%	13.8%	-6.0%	-2.8%	-13.9%	Apr '22
Eli Lilly (Health)	757.60	1.5%	-5.3%	-2.7%	-17.3%	-16.1%	21.2%	33.3%	-1.9%	219.8%	479.1%	187.3%	137.9%	-21.0%	Aug '24
Union Pacific (Industrials)	234.89	1.7%	4.3%	2.2%	-2.3%	-2.6%	1.8%	-5.1%	3.0%	2.2%	41.4%	1.6%	28.9%	-9.5%	Mar '22
Honeywell (Industrials)	222.69	1.4%	2.1%	-4.5%	1.9%	2.2%	14.9%	10.0%	-1.4%	9.0%	34.8%	14.7%	35.2%	-5.6%	Dec '24
Apple (IT)	228.26	-4.0%	-3.6%	-9.9%	-1.6%	0.0%	25.6%	30.7%	-8.8%	34.0%	195.5%	27.5%	67.0%	-11.9%	Dec '24
Microsoft (IT)	424.58	-0.4%	1.3%	-6.6%	2.1%	-3.9%	9.8%	12.9%	0.7%	40.4%	165.6%	30.1%	91.7%	-8.8%	Jul '24
Nvidia (IT)	133.57	-2.0%	-1.7%	2.4%	-2.4%	13.2%	138.4%	171.2%	-0.5%	396.6%	2052.3%	344.2%	1062.6%	-10.6%	Jan '25
Broadcom (IT)	229.41	0.6%	2.3%	-4.2%	26.7%	48.0%	110.7%	110.5%	-1.0%	311.6%	755.8%	270.0%	456.9%	-8.0%	Dec '24
Adobe (IT)	426.93	2.3%	5.2%	-6.2%	-14.1%	-24.2%	-28.4%	-25.5%	-4.0%	-18.0%	22.1%	-24.4%	49.2%	-38.0%	Nov '21
Oracle (IT)	159.54	0.8%	3.3%	-5.8%	-9.0%	15.1%	51.5%	60.0%	-4.0%	90.0%	212.0%	90.2%	157.7%	-16.9%	Nov '24
salesforce.com (IT)	320.00	-0.4%	0.7%	-8.7%	10.0%	27.7%	18.5%	27.8%	-4.3%	39.2%	76.6%	26.0%	126.1%	-12.9%	Dec '24
Linde PLC (Materials)	432.49	1.1%	4.4%	0.5%	-10.8%	-3.2%	7.6%	3.2%	3.3%	37.1%	117.2%	33.1%	64.0%	-10.8%	Oct '24
Sherwin-Williams (Materials)	354.17	2.1%	7.3%	-2.4%	-8.8%	9.1%	18.7%	9.9%	4.2%	18.0%	86.9%	7.4%	79.4%	-11.4%	Nov '24
American Tower (Real Estate)	190.07	5.4%	9.6%	-0.8%	-14.5%	-9.4%	-4.1%	-12.2%	3.6%	-16.8%	-7.2%	-27.2%	11.4%	-30.7%	Sep '21
Prologis Inc. (Real Estate)	110.93	2.9%	7.1%	1.9%	-8.8%	-8.5%	-9.7%	-18.1%	4.9%	-20.9%	34.1%	-26.7%	18.1%	-30.5%	Apr '22
NextEra Energy (Utilities)	71.37	3.0%	5.9%	-1.2%	-14.2%	2.0%	26.0%	21.5%	-0.4%	-7.3%	26.7%	-15.8%	4.3%	-17.4%	Dec '21
Duke Energy (Utilities)	109.06	2.5%	3.0%	1.1%	-8.7%	3.4%	17.2%	15.6%	1.2%	18.4%	42.6%	19.0%	39.3%	-8.8%	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	15.04	0.1%	1.0%	-1.0%	-1.1%	1.4%	6.2%	4.7%	0.1%	0.1%	8.8%	-0.9%	18.7%	-2.1%	Nov '21
Moderate-60% Stock	57.55	0.02%	1.6%	-1.4%	-1.0%	2.1%	13.1%	10.7%	0.4%	9.9%	32.3%	8.3%	37.5%	-2.5%	Dec '24
Mod Agg-80% Stock	44.49	0.11%	1.7%	-1.6%	-0.7%	2.8%	16.3%	13.1%	0.7%	13.6%	44.7%	11.7%	46.8%	-2.8%	Dec '24
Aggressive-90% Stock	26.73	0.1%	0.4%	-1.7%	-0.7%	2.4%	16.2%	12.6%	1.1%	13.2%	50.4%	10.1%	47.0%	-3.3%	Dec '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	101524.28	1.0%	7.2%	-4.3%	50.6%	58.3%	137.5%	121.1%	8.7%	140.3%	1037.0%	118.5%	429.9%	-4.3%	Dec '24
Ethereum	3385.14	-1.9%	3.6%	-12.9%	30.0%	-0.1%	33.9%	46.1%	1.6%	5.4%	1882.2%	-10.0%	161.4%	-29.7%	Nov '21
BNB	715.62	0.2%	3.2%	-0.1%	20.9%	25.8%	131.5%	124.4%	2.1%	50.4%	3846.0%	39.7%	164.1%	-4.6%	Dec '24
Solana	214.26	4.1%	14.2%	-3.8%	42.5%	37.7%	109.9%	86.5%	13.2%	53.1%	-	25.8%	587.5%	-17.3%	Nov '21
Bitcoin ETF	57.09	0.8%	6.0%	-6.0%	50.0%	55.0%	133.9%	-	7.6%	-	-	-	-	-6.0%	Dec '24
Grayscale Bitcoin (hi fee)	79.56	0.7%	6.0%	-6.1%	49.7%	38.8%	109.7%	113.8%	7.5%	160.6%	690.1%	132.2%	609.7%	-6.1%	Dec '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	4.84	-0.7%	-2.4%	5.8%	10.2%	11.1%	12.3%	19.1%	1.2%	129.1%	111.0%	140.3%	24.7%	-68.2%	Oct '81
10yr Treasury rate	4.61	-1.0%	-3.6%	5.0%	12.5%	11.1%	12.2%	18.3%	0.7%	159.9%	150.9%	182.9%	18.0%	-70.9%	Sep '81
5yr Treasury rate	4.40	-1.1%	-4.3%	3.5%	12.5%	8.0%	9.2%	14.1%	0.4%	184.0%	169.5%	222.1%	6.9%	-73.0%	Sep '81
13-week T-bill	4.20	-0.2%	-0.4%	-1.1%	-7.1%	-19.2%	-19.6%	-18.8%	-0.3%	3455.1%	175.4%	7815.1%	18.7%	-75.5%	Dec '80
Crude Oil	79.01	0.3%	3.2%	12.7%	11.8%	-4.6%	8.9%	0.1%	10.2%	-5.7%	35.0%	3.9%	-9.5%	-45.6%	Jul '08
Gold	2746.80	0.03%	1.4%	3.9%	2.1%	11.9%	37.2%	27.5%	4.5%	51.2%	76.2%	52.7%	64.4%	-1.5%	Oct '24
EUR/USD	1.03	0.1%	0.1%	-2.0%	-4.8%	-5.8%	-5.2%	-6.0%	-0.9%	-9.7%	-7.5%	-9.4%	6.2%	-35.5%	Apr '08
USD/JPY	155.33	-0.6%	-1.7%	0.8%	3.5%	-0.2%	5.5%	11.0%	-1.1%	35.9%	41.0%	34.9%	5.9%	-3.9%	Jul '24
S&P 500 Volatility Index	16.60	3.0%	-15.0%	4.6%	-13.1%	14.6%	12.2%	39.4%	-4.3%	-13.5%	37.2%	0.0%	-50.6%	-79.9%	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	50.30	0.2%	0.4%	0.3%	0.8%	2.9%	6.7%	6.5%	0.3%	11.0%	16.9%	10.8%	15.8%	New Peak	Jan '25
Interm Muni- JPMorgan	49.98	0.06%	0.3%	-0.7%	-0.9%	0.3%	1.9%	1.9%	-0.3%	0.4%	5.1%	-0.4%	10.6%	-1.7%	Dec '24
Interm Bond- Janus MSB	44.09	0.2%	1.0%	-1.1%	-2.0%	-0.1%	2.5%	1.5%	-0.2%	-4.6%	-0.8%	-5.4%	9.9%	-6.4%	Aug '21
Interm Bond- Vanguard	74.73	0.3%	1.1%	-0.8%	-1.9%	0.2%	2.7%	1.6%	0.0%	-4.8%	-0.6%	-5.9%	10.5%	-8.8%	Aug '20
Multisector Bond- Intrepid	9.08	0.11%	0.4%	0.6%	1.9%	5.2%	10.7%	10.4%	0.6%	18.9%	42.2%	19.2%	25.3%	New Peak	Jan '25
Int’l Bond- JPMorgan	47.30	-0.08%	0.4%	-0.6%	-0.6%	1.9%	4.4%	3.5%	0.1%	5.8%	12.4%	5.2%	18.2%	-1.3%	Sep '24
Long Bond- Vanguard	74.53	0.3%	1.6%	-2.8%	-4.6%	-2.0%	-0.2%	-1.9%	-0.3%	-16.2%	-11.1%	-17.8%	16.1%	-21.1%	Sep '21
Long CA Muni- PIMCO	9.33	0.11%	-0.2%	-1.0%	-1.3%	0.2%	2.8%	2.9%	-0.6%	0.0%	6.7%	-1.0%	13.8%	-2.5%	Dec '24
Long Muni- iShares	56.59	0.2%	-0.3%	-1.3%	-1.2%	0.1%	1.0%	1.6%	-1.2%	-1.6%	1.5%	-2.7%	8.6%	-3.1%	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
Dec '24

DJIA (Large Value)

Below
Peak
Dec '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 Dec '24

DJIA (Large Value)

BelowPeak Dec '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
Dec '24

Below
Peak
Dec '24

Below
Peak
Nov '21