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
Below
Peak
Oct '25
DJIA (Large Value)
Return
53.3%
[ 9.3%
annualized]Dec 31 2020 - Oct 21 2025
Russell 2000 (Small Cap)
Return
26.0%
[ 4.9%
annualized]Dec 31 2020 - Oct 21 2025
Below
Peak
Oct '25
Performance Range:
As of Oct 21 05:50 PM EDT, next update at 06:00 PM1)% 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.
To add your own symbols and watchlist to the dashboard, sign up for free.