VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT
Your Al Research Analyst for investment management,
performance monitoring, and client presentations.
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S&P 500 (Large Cap)
Return
61.6%
[ 12.4%
annualized]Dec 31 2020 - Feb 11 2025
Below
Peak
Jan '25
DJIA (Large Value)
Return
45.7%
[ 9.6%
annualized]Dec 31 2020 - Feb 11 2025
Below
Peak
Dec '24
Russell 2000 (Small Cap)
Return
15.2%
[ 3.5%
annualized]Dec 31 2020 - Feb 11 2025
Below
Peak
Nov '21
Performance Range:
As of Feb 11 4:00 PM EDT Market Closed1)% 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.
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