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
55.1%
[ 12.1%
annualized]Dec 31 2020 - Oct 29 2024
Below
Peak
Oct '24
DJIA (Large Value)
Return
38.3%
[ 8.8%
annualized]Dec 31 2020 - Oct 29 2024
Below
Peak
Oct '24
Russell 2000 (Small Cap)
Return
12.9%
[ 3.2%
annualized]Dec 31 2020 - Oct 29 2024
Below
Peak
Nov '21
Performance Range:
As of Oct 29 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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