VISUALIZEPLANPROSPER
VISUAL
WEALTH
MANAGEMENT

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

S&P 500

Return
79.3%
[
12.9%
annualized]
 
Dec 31 2020 - Oct 21 2025
-0.3%
Below
Peak
Oct '25

DJIA (Large Value)

Return
53.3%
[
9.3%
annualized]
 
Dec 31 2020 - Oct 21 2025
New Peak

Russell 2000 (Small Cap)

Return
26.0%
[
4.9%
annualized]
 
Dec 31 2020 - Oct 21 2025
-1.3%
Below
Peak
Oct '25

Performance Range:

As of Oct 21 05:50 PM EDT, next update at 06:00 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 IndexesSymbolLast1 DayYTDBelow PeakPeak Date
S&P 500
6735.35
0.00%
14.5%
-0.3%
Oct '25
DJIA (Large Value)
46924.74
0.5%
10.3%
New Peak
Oct '25
Russell 2000 (Small Cap)
2487.69
-0.5%
11.5%
-1.3%
Oct '25
NASDAQ Comp (Tech/Growth)
22953.67
-0.2%
18.9%
-0.4%
Oct '25
Aggregate Bond
101.23
0.10%
7.2%
-1.9%
Dec '20
Corp Bond
112.56
0.02%
8.6%
-3.5%
Sep '21
High Yield Bond
80.76
-0.1%
6.7%
-0.7%
Sep '25
Preferred
31.63
-0.09%
5.1%
-1.6%
Sep '25
SectorsSymbolLast1 DayYTDBelow PeakPeak Date
Basic Materials
88.59
-0.4%
6.8%
-7.4%
Oct '24
Consumer Discretionary/Cyclical
239.17
1.2%
7.3%
-1.1%
Sep '25
Financial Services
52.73
-0.11%
10.2%
-2.6%
Sep '25
Real Estate
91.83
-0.3%
6.2%
-8.2%
Dec '21
Communication Services
116.65
0.4%
21.6%
-2.0%
Sep '25
Energy
86.69
-0.2%
3.7%
-7.9%
Nov '24
Industrials
154.88
0.9%
18.8%
-0.5%
Oct '25
Technology
288.34
0.05%
24.6%
-0.8%
Oct '25
Consumer Staples/Defensive
79.29
-0.5%
2.8%
-4.1%
Aug '25
Healthcare
145.13
0.2%
6.9%
-5.7%
Sep '24
Utilities
90.61
-1.0%
22.2%
-2.5%
Oct '25
Foreign IndexesSymbolLast1 DayYTDBelow PeakPeak Date
All World
139.61
-0.3%
19.7%
-0.3%
Oct '25
MSCI Emerging Markets
54.31
-1.1%
31.1%
-1.1%
Oct '25
FTSE Europe
80.67
-0.6%
29.8%
-0.8%
Oct '25
MSCI Japan
82.57
-1.2%
24.1%
-1.2%
Oct '25
MSCI India
54.48
-0.5%
3.5%
-7.3%
Sep '24
MSCI China
63.44
-1.1%
36.7%
-28.1%
Feb '21
International Bond
49.88
0.08%
3.4%
-0.8%
Dec '20
iShares Latin America
28.21
-1.2%
38.1%
-2.7%
Sep '25
Value vs GrowthSymbolLast1 DayYTDBelow PeakPeak Date
US Large Blend
617.09
-0.01%
15.3%
-0.3%
Oct '25
US Large Growth
472.55
-0.03%
18.0%
-0.5%
Oct '25
US Large Value
205.08
0.08%
12.2%
-0.1%
Oct '25
US MidCap Blend
293.52
0.4%
12.1%
-0.7%
Oct '25
US MidCap Growth
293.50
0.3%
16.0%
-1.2%
Oct '25
US MidCap Value
174.33
0.5%
9.0%
-0.5%
Oct '25
US Small Blend
257.17
0.2%
7.8%
-0.8%
Sep '25
US Small Growth
329.03
-0.4%
14.8%
-1.8%
Oct '25
US Small Value
179.34
-0.4%
10.6%
-0.8%
Oct '25
Foreign Large Blend
94.59
-0.7%
27.3%
-0.7%
Oct '25
Foreign Growth
116.61
-0.7%
21.6%
-0.7%
Oct '25
Foreign Value
68.06
-0.7%
32.5%
-0.9%
Oct '25
Notable Income FundsSymbolLast1 DayYTDBelow PeakPeak Date
Bank Loan- Franklin
23.75
-0.11%
1.8%
-1.9%
Aug '25
Ultra Short- Janus AAA CLO
50.64
0.04%
3.0%
-0.4%
Aug '25
Bank Loan- Invesco
20.77
-0.05%
3.4%
-1.1%
Sep '25
Interval CEF- Cliffwater
10.53p
EOD
4.3%
-2.2%
Oct '25
Notable Equity FundsSymbolLast1 DayYTDBelow PeakPeak Date
Large Active Managed- Fidelity
52.26
-0.2%
14.7%
-0.6%
Oct '25
Int’l Min Volatility- Franklin
35.19
-0.10%
17.7%
-0.2%
Oct '25
MidCap 30 - Hennessy (hi fee)
24.14p
EOD
1.4%
-7.3%
Nov '24
Small Value- Avantis
98.78
0.2%
3.2%
-6.0%
Nov '24
Mid Value- Pacer Cash Cows
57.88
0.9%
3.2%
-4.6%
Nov '24
Growth- S&P Momentum
120.74
-0.4%
27.6%
-1.1%
Sep '25
Invesco S&P Quality
74.71
0.6%
12.1%
New Peak
Oct '25
Rotation Factor- BlackRock
59.45
-0.05%
16.8%
-0.1%
Oct '25
US Min Volatility- Fidelity
65.83
-0.06%
9.5%
-0.6%
Oct '25
Derivative Income- JPMorgan
57.52
0.6%
5.1%
New Peak
Oct '25
Alternative FundsSymbolLast1 DayYTDBelow PeakPeak Date
Macro- BlackRock
15.76p
EOD
6.1%
-2.0%
Aug '25
Multistrategy- AQR
13.95p
EOD
13.3%
New Peak
Oct '25
Long Short- AQR
19.86p
EOD
24.0%
-0.7%
Oct '25
Mkt Neutral- BlackRock
14.39p
EOD
12.1%
-2.8%
Sep '25
Multi Strategy- Variant
26.55p
EOD
3.3%
-1.3%
Sep '25
Long Short- First Trust
69.89
0.2%
6.8%
-0.6%
Oct '25
Largest US StocksSymbolLast1 DayYTDBelow PeakPeak Date
Alphabet (Communications)
250.46
-2.4%
32.7%
-2.4%
Oct '25
Meta (Communications)
733.27
0.2%
25.5%
-7.1%
Aug '25
Amazon (Cyclical)
222.03
2.6%
1.2%
-8.3%
Feb '25
Tesla (Cyclical)
442.60
-1.1%
9.6%
-7.8%
Dec '24
Procter & Gamble (Defensive)
151.62
-0.2%
-7.8%
-14.0%
Dec '24
PepsiCo (Defensive)
153.18
-0.3%
3.7%
-15.2%
May '23
Coca-Cola (Defensive)
71.22
4.1%
16.9%
-2.2%
Apr '25
Exxon Mobil (Energy)
112.71
0.01%
7.7%
-6.8%
Oct '24
Chevron (Energy)
153.79
-0.4%
9.9%
-8.1%
Jan '23
JPMorgan Chase (Financial)
297.09
-1.7%
25.9%
-6.0%
Sep '25
Visa (Financial)
347.21
0.8%
10.4%
-6.8%
Jun '25
Mastercard (Financial)
572.03
1.0%
9.1%
-4.5%
Aug '25
Bank of America (Financial)
51.52
-1.0%
19.3%
-1.7%
Sep '25
UnitedHealth (Health)
365.37
0.2%
-26.5%
-40.3%
Nov '24
Johnson & Johnson (Health)
191.88
-0.9%
35.9%
-0.9%
Oct '25
Eli Lilly (Health)
799.57
-1.2%
4.2%
-16.1%
Aug '24
Union Pacific (Industrials)
226.54
-0.3%
1.1%
-11.1%
Mar '22
Honeywell (Industrials)
209.08
1.5%
-6.0%
-12.6%
Jul '25
Nvidia (IT)
181.16
-0.8%
34.9%
-5.9%
Oct '25
Broadcom (IT)
342.66
-1.9%
48.9%
-7.1%
Sep '25
Adobe (IT)
357.55
4.1%
-19.6%
-48.1%
Nov '21
Oracle (IT)
275.15
-0.7%
66.5%
-16.2%
Sep '25
salesforce.com (IT)
263.41
3.6%
-20.8%
-28.0%
Dec '24
Linde PLC (Materials)
450.08
-0.3%
8.2%
-6.9%
Sep '25
Sherwin-Williams (Materials)
338.44
2.2%
0.2%
-14.8%
Nov '24
American Tower (Real Estate)
192.37
-0.4%
6.6%
-28.7%
Sep '21
Prologis Inc. (Real Estate)
125.99
-0.9%
22.5%
-18.9%
Apr '22
NextEra Energy (Utilities)
83.99
-0.9%
19.1%
-2.1%
Oct '25
Duke Energy (Utilities)
128.33
-0.5%
22.4%
-0.5%
Oct '25
Portfolio AllocationSymbolLast1 DayYTDBelow PeakPeak Date
Consrv-20% Stock
16.03p
EOD
8.3%
New Peak
Oct '25
Moderate-60% Stock
64.72
-0.2%
14.3%
-0.2%
Oct '25
Mod Agg-80% Stock
51.54p
EOD
17.8%
New Peak
Oct '25
Aggressive-90% Stock
31.28p
EOD
18.4%
New Peak
Oct '25
Commodities/CryptoSymbolLast1 DayYTDBelow PeakPeak Date
Bitcoin
110983.46
0.4%
18.8%
-11.0%
Oct '25
Ethereum
3954.11
-0.7%
18.7%
-18.2%
Aug '25
BNB
1080.62
-1.9%
54.2%
-17.5%
Oct '25
Solana
191.27
0.8%
1.1%
-27.0%
Jan '25
Bitcoin ETF
63.49
0.9%
19.7%
-10.9%
Oct '25
Grayscale Bitcoin (hi fee)
87.64
0.9%
18.4%
-11.0%
Oct '25
Bloomberg Commodities
21.82
-1.7%
10.5%
-11.2%
Jun '22
IndicatorsSymbolLast1 DayYTDBelow PeakPeak Date
30 Year Treasury rate
4.55
-0.6%
-5.0%
-10.9%
Oct '23
10yr Treasury rate
3.96
-0.6%
-13.3%
-20.5%
Oct '23
5yr Treasury rate
3.56
-0.5%
-18.7%
-28.2%
Oct '23
13-week T-bill
3.78
-0.3%
-10.1%
-29.2%
Oct '23
Crude Oil
57.58
0.10%
-19.7%
-53.5%
Mar '22
Gold
4138.50
-4.6%
57.4%
-4.6%
Oct '25
EUR/USD
1.16
-0.3%
11.5%
-6.0%
Jan '21
USD/JPY
151.87
0.7%
-3.3%
-6.0%
Jul '24
S&P 500 Volatility Index
17.87
-2.0%
3.0%
-65.9%
Apr '25
Core Bond FundsSymbolLast1 DayYTDBelow PeakPeak Date
Short Bond- Victory
51.00
0.04%
4.5%
-0.1%
Oct '25
Interm Muni- JPMorgan
50.65
-0.2%
3.1%
-0.2%
Oct '25
Interm Bond- Janus MSB
46.14
0.2%
7.6%
New Peak
Oct '25
Interm Bond- Vanguard
78.83
0.10%
8.0%
-1.4%
Dec '20
Multisector Bond- Intrepid
9.10p
EOD
5.6%
-0.5%
Sep '25
Int’l Bond- JPMorgan
49.13
-0.08%
6.9%
-0.1%
Oct '25
Long Bond- Vanguard
78.88
0.13%
9.0%
-13.7%
Sep '21
Long CA Muni- PIMCO
9.46p
EOD
3.1%
New Peak
Oct '25
Long Muni- iShares
57.61
0.10%
2.4%
New Peak
Oct '25

To add your own symbols and watchlist to the dashboard, sign up for free.