VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

75.8%

[

12.2%

annualized]

Dec 31 2020 - Nov 21 2025

-4.2%

Below
Peak
Oct '25

DJIA (Large Value)

Return

51.1%

[

8.8%

annualized]

Dec 31 2020 - Nov 21 2025

-4.2%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

20.0%

[

3.8%

annualized]

Dec 31 2020 - Nov 21 2025

-6.0%

Below
Peak
Oct '25

Performance Range:

As of Nov 21 11:20 PM EDT, next update on next market open

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	6602.99	1.0%	-1.9%	-1.4%	2.1%	13.0%	10.6%	23.3%	12.3%	64.9%	85.6%	37.7%	84.6%	-4.2%	Oct '25
DJIA (Large Value)	46245.41	1.1%	-1.9%	-0.7%	1.3%	10.5%	4.4%	12.9%	8.7%	35.6%	58.0%	26.4%	58.3%	-4.2%	Nov '25
Russell 2000 (Small Cap)	2369.59	2.8%	-0.8%	-3.3%	0.3%	15.8%	-1.5%	10.0%	6.3%	27.4%	32.7%	4.3%	40.4%	-6.0%	Oct '25
NASDAQ Comp (Tech/Growth)	22273.08	0.9%	-2.7%	-2.1%	3.6%	17.7%	17.2%	28.6%	15.3%	99.3%	87.9%	40.7%	113.8%	-7.0%	Oct '25
Aggregate Bond	100.44	0.2%	0.4%	-0.4%	2.0%	5.5%	6.8%	1.3%	7.1%	14.6%	-1.9%	0.4%	17.2%	-2.1%	Dec '20
Corp Bond	110.92	0.4%	0.6%	-1.2%	1.7%	6.8%	7.0%	0.9%	7.8%	18.4%	-3.4%	-1.3%	25.1%	-4.3%	Sep '21
High Yield Bond	80.37	0.3%	0.2%	0.1%	0.9%	4.8%	7.1%	8.0%	7.2%	28.4%	22.2%	15.0%	34.6%	-0.6%	Oct '25
Preferred	30.47	0.5%	-1.4%	-2.6%	-2.4%	4.8%	-0.5%	7.2%	2.4%	17.0%	8.4%	-1.1%	21.3%	-4.1%	Sep '25

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	86.35	2.2%	-0.5%	-2.2%	-5.9%	1.6%	-6.4%	0.1%	4.1%	11.7%	36.7%	4.2%	33.8%	-9.8%	Oct '24
Consumer Discretionary/Cyclical	225.50	2.0%	-2.3%	-5.0%	-3.1%	6.5%	4.3%	26.5%	1.2%	64.7%	52.7%	10.7%	66.5%	-6.9%	Nov '25
Financial Services	51.67	1.1%	-1.5%	-1.4%	-3.2%	3.6%	3.3%	30.6%	8.0%	51.7%	107.7%	39.6%	79.5%	-4.5%	Sep '25
Real Estate	89.57	1.6%	0.0%	-2.9%	-1.9%	5.0%	-3.2%	4.8%	3.6%	17.5%	28.3%	-9.8%	32.4%	-10.5%	Dec '21
Communication Services	111.90	1.8%	0.5%	-3.2%	0.9%	11.8%	16.8%	34.7%	16.6%	131.7%	83.7%	48.7%	142.5%	-6.0%	Sep '25
Energy	89.42	0.6%	-2.8%	1.8%	2.3%	11.2%	-5.0%	5.6%	7.0%	6.4%	203.1%	78.8%	23.8%	-5.0%	Nov '24
Industrials	149.63	1.2%	-1.6%	-2.1%	-1.9%	6.7%	6.5%	17.3%	14.7%	56.1%	86.5%	51.4%	85.1%	-4.0%	Oct '25
Technology	273.20	0.4%	-5.2%	-4.3%	4.2%	19.5%	17.7%	21.6%	18.0%	109.9%	136.7%	60.4%	139.8%	-10.2%	Oct '25
Consumer Staples/Defensive	77.90	1.1%	0.8%	-2.3%	-4.9%	-2.9%	-2.3%	12.2%	1.0%	11.1%	33.6%	11.5%	24.7%	-5.8%	Aug '25
Healthcare	154.61	2.1%	1.8%	5.9%	12.4%	19.5%	9.2%	2.5%	13.9%	19.6%	53.9%	17.8%	33.3%	New Peak	Nov '25
Utilities	88.15	0.1%	-0.7%	-2.5%	3.1%	11.6%	11.4%	23.3%	18.9%	38.7%	61.7%	39.4%	57.2%	-5.1%	Oct '25

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	136.84	1.0%	-2.3%	-1.6%	2.0%	12.4%	15.5%	17.4%	17.4%	64.7%	72.8%	36.8%	86.0%	-4.0%	Oct '25
MSCI Emerging Markets	53.10	-0.02%	-3.4%	-2.1%	4.9%	16.5%	26.0%	6.5%	28.2%	52.0%	21.2%	17.3%	65.3%	-5.2%	Oct '25
FTSE Europe	79.09	1.5%	-2.4%	-2.0%	-1.1%	5.5%	26.1%	1.9%	27.3%	56.9%	62.1%	29.7%	90.0%	-3.9%	Nov '25
MSCI Japan	81.19	2.1%	-3.3%	-1.2%	1.5%	13.1%	22.3%	7.0%	22.0%	55.9%	36.9%	29.1%	75.8%	-3.7%	Nov '25
MSCI India	54.21	-0.9%	-0.8%	-2.0%	1.2%	0.8%	0.7%	8.6%	3.0%	27.5%	59.8%	17.4%	34.9%	-7.8%	Sep '24
MSCI China	60.92	0.07%	-4.1%	-3.3%	-1.1%	12.4%	34.9%	17.7%	31.3%	54.1%	-17.0%	5.9%	62.7%	-31.0%	Feb '21
International Bond	49.56	0.2%	0.2%	-0.5%	1.2%	2.7%	3.5%	3.6%	3.2%	14.0%	-0.5%	1.8%	17.8%	-1.0%	Dec '20
iShares Latin America	29.81	0.7%	-2.4%	5.3%	11.5%	19.3%	31.5%	-23.1%	45.9%	49.2%	64.1%	65.2%	48.3%	-4.2%	Nov '25

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	605.93	1.0%	-1.9%	-1.3%	2.4%	13.7%	12.1%	25.0%	13.5%	72.1%	99.6%	45.8%	93.1%	-4.1%	Oct '25
US Large Growth	457.60	0.6%	-2.8%	-2.4%	2.9%	16.2%	16.6%	33.1%	14.3%	105.3%	109.4%	52.3%	123.6%	-6.9%	Oct '25
US Large Value	203.04	1.6%	-0.9%	-0.6%	1.1%	9.7%	4.6%	14.2%	11.1%	37.5%	71.8%	29.9%	57.6%	-2.4%	Nov '25

US MidCap Blend	282.47	1.6%	-1.6%	-3.1%	-2.5%	6.5%	1.8%	15.3%	8.2%	39.9%	55.9%	18.3%	57.8%	-4.6%	Oct '25
US MidCap Growth	272.82	1.2%	-2.5%	-5.8%	-5.2%	3.0%	2.2%	16.4%	8.0%	49.1%	43.0%	11.5%	64.6%	-8.5%	Oct '25
US MidCap Value	172.09	1.9%	-1.0%	-1.0%	-0.5%	8.8%	1.1%	14.0%	8.2%	31.4%	68.4%	24.7%	50.8%	-2.2%	Nov '25

US Small Blend	247.26	2.5%	-1.0%	-2.7%	-1.7%	9.8%	-2.7%	14.2%	4.0%	34.3%	48.7%	15.1%	49.3%	-4.9%	Oct '25
US Small Growth	308.52	2.6%	-1.2%	-4.3%	0.5%	15.7%	0.2%	15.0%	7.6%	39.6%	24.3%	6.9%	51.7%	-7.9%	Oct '25
US Small Value	173.85	3.0%	-0.5%	-2.2%	0.7%	17.5%	-0.9%	7.6%	7.2%	24.9%	57.8%	11.3%	40.2%	-4.2%	Oct '25

Foreign Large Blend	92.65	1.5%	-2.7%	-1.9%	-0.6%	7.2%	23.2%	3.5%	24.7%	53.5%	52.6%	29.9%	80.6%	-4.0%	Nov '25
Foreign Growth	110.94	1.4%	-3.3%	-4.4%	-1.7%	3.3%	14.0%	1.5%	15.7%	36.9%	24.1%	5.9%	60.5%	-5.7%	Oct '25
Foreign Value	68.53	1.8%	-2.5%	0.6%	0.2%	10.9%	31.9%	5.4%	33.5%	70.9%	83.7%	57.0%	101.5%	-3.5%	Nov '25

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	23.64	0.04%	-0.5%	0.1%	-0.4%	1.4%	3.9%	8.3%	3.1%	28.4%	32.7%	24.8%	30.5%	-1.0%	Sep '25
Ultra Short- Janus AAA CLO	50.69	0.04%	0.1%	0.5%	1.2%	2.8%	5.1%	7.4%	4.5%	22.4%	24.0%	21.8%	24.0%	New Peak	Nov '25
Bank Loan- Invesco	20.93	0.10%	-0.1%	0.6%	1.4%	3.6%	5.9%	8.2%	5.4%	28.3%	30.6%	25.2%	31.5%	-0.2%	Nov '25
Interval CEF- Cliffwater	10.62	0.09%	0.2%	0.8%	2.0%	4.2%	9.1%	12.6%	7.9%	34.7%	56.0%	39.7%	36.1%	New Peak	Nov '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	51.17	0.9%	-2.0%	-1.7%	0.7%	12.4%	9.4%	27.9%	12.3%	73.7%	137.5%	78.0%	96.6%	-4.9%	Oct '25
Int’l Min Volatility- Franklin	36.53	1.5%	-0.3%	3.5%	4.8%	13.5%	22.4%	15.9%	23.3%	66.0%	109.8%	73.1%	85.9%	-0.8%	Nov '25
MidCap 30 - Hennessy (hi fee)	23.14	2.4%	-3.2%	-2.9%	-4.5%	5.0%	9.9%	62.3%	-2.8%	171.3%	310.2%	199.2%	207.5%	-10.3%	Dec '24
Small Value- Avantis	96.83	3.1%	-0.8%	-1.4%	-1.8%	11.7%	-6.0%	9.3%	1.6%	28.0%	101.3%	28.0%	46.9%	-7.4%	Nov '24
Mid Value- Pacer Cash Cows	58.05	2.1%	-0.9%	0.7%	0.5%	9.2%	-2.9%	10.6%	4.1%	25.2%	103.8%	32.0%	42.8%	-3.8%	Nov '24
Growth- S&P Momentum	114.30	-0.10%	-3.0%	-4.3%	-1.7%	11.2%	20.5%	45.8%	21.0%	101.9%	139.4%	85.7%	128.2%	-8.0%	Oct '25
Invesco S&P Quality	72.83	1.7%	-0.8%	-1.4%	0.5%	5.4%	7.8%	25.4%	9.6%	65.4%	95.0%	44.0%	89.7%	-2.9%	Oct '25
Rotation Factor- BlackRock	58.62	0.7%	-2.3%	-0.7%	2.9%	14.7%	13.7%	30.3%	15.4%	96.7%	115.9%	62.6%	120.3%	-4.3%	Oct '25
US Min Volatility- Fidelity	65.63	0.9%	-0.7%	0.0%	1.7%	9.1%	7.5%	16.1%	9.5%	44.3%	70.6%	33.3%	62.6%	-1.6%	Nov '25
Derivative Income- JPMorgan	56.59	1.3%	-0.3%	-0.6%	0.5%	5.9%	2.2%	12.6%	5.4%	29.0%	57.4%	26.3%	44.2%	-1.2%	Nov '25

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	15.68	0.06%	-0.3%	-0.4%	-2.1%	2.6%	5.2%	12.1%	5.6%	30.8%	34.7%	33.1%	32.6%	-2.5%	Aug '25
Multistrategy- AQR	14.04	-0.3%	-1.2%	0.6%	3.4%	7.2%	14.9%	13.3%	14.1%	41.1%	88.3%	61.5%	44.3%	-2.0%	Nov '25
Long Short- AQR	20.24	-0.3%	-1.3%	1.7%	5.4%	10.4%	28.2%	30.5%	26.3%	118.7%	247.4%	152.7%	141.0%	-1.5%	Nov '25
Mkt Neutral- BlackRock	14.56	-0.7%	-0.8%	1.5%	2.5%	4.2%	15.8%	21.4%	13.8%	60.4%	69.3%	62.6%	63.1%	-1.6%	Sep '25
Multi Strategy- Variant	26.72	0.07%	0.2%	0.6%	2.1%	3.9%	7.2%	5.1%	6.3%	23.4%	46.5%	28.8%	24.5%	New Peak	Nov '25
Long Short- First Trust	70.22	1.1%	-1.0%	1.1%	4.1%	8.7%	8.3%	18.8%	7.6%	46.1%	73.3%	41.6%	56.6%	-2.4%	Nov '25

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)	299.66	3.5%	8.4%	19.1%	45.5%	75.7%	82.7%	36.0%	58.8%	210.9%	247.5%	108.1%	209.3%	New Peak	Nov '25
Meta (Communications)	594.25	0.9%	-2.5%	-19.0%	-21.2%	-6.5%	6.6%	66.0%	1.7%	436.5%	121.7%	76.6%	369.0%	-24.7%	Aug '25
Amazon (Cyclical)	220.69	1.6%	-6.0%	1.3%	-3.6%	8.7%	12.0%	44.4%	0.6%	136.8%	42.4%	29.5%	95.5%	-13.1%	Nov '25
Tesla (Cyclical)	391.09	-1.0%	-3.3%	-10.9%	15.0%	14.7%	10.9%	62.5%	-3.2%	130.2%	139.6%	-2.2%	80.0%	-18.5%	Dec '24
Procter & Gamble (Defensive)	150.92	1.8%	2.2%	-0.1%	-4.2%	-7.3%	-12.1%	17.3%	-7.6%	11.8%	22.8%	2.4%	31.8%	-13.8%	Dec '24
PepsiCo (Defensive)	146.33	0.2%	0.3%	-4.4%	-1.3%	14.8%	-6.2%	-7.6%	-0.9%	-12.9%	18.7%	-5.0%	-5.0%	-19.0%	May '23
Coca-Cola (Defensive)	72.95	2.4%	2.5%	3.0%	4.8%	4.1%	17.6%	8.9%	19.8%	28.1%	61.1%	37.7%	44.8%	New Peak	Nov '25
Exxon Mobil (Energy)	117.08	0.05%	-1.9%	3.0%	6.1%	15.8%	-0.3%	11.3%	12.8%	13.7%	287.8%	112.4%	32.9%	-2.4%	Oct '24
Chevron (Energy)	149.98	-0.2%	-3.8%	-2.5%	-4.1%	13.3%	-3.3%	1.3%	8.3%	-8.5%	116.2%	47.8%	8.8%	-9.4%	Jan '23
JPMorgan Chase (Financial)	298.02	-0.12%	-1.8%	1.3%	1.1%	15.4%	22.4%	44.3%	27.0%	137.6%	196.2%	104.7%	209.7%	-7.0%	Nov '25
Visa (Financial)	327.98	1.3%	-0.6%	-4.8%	-6.1%	-8.0%	6.6%	22.3%	4.5%	59.5%	66.8%	52.7%	88.6%	-11.8%	Jun '25
Mastercard (Financial)	540.40	2.4%	-1.0%	-5.4%	-9.7%	-5.0%	4.3%	24.2%	3.2%	59.4%	72.1%	49.1%	94.1%	-9.7%	Aug '25
Bank of America (Financial)	51.56	1.1%	-2.0%	0.9%	4.8%	20.4%	12.3%	33.9%	19.4%	48.9%	117.2%	23.0%	86.9%	-4.7%	Nov '25
UnitedHealth (Health)	319.97	2.7%	-0.6%	-11.5%	4.7%	9.3%	-44.7%	-2.4%	-35.6%	-35.6%	3.4%	-32.3%	-32.6%	-47.7%	Nov '24
Johnson & Johnson (Health)	203.90	0.4%	4.1%	5.7%	14.6%	35.7%	35.7%	-4.8%	44.4%	25.5%	60.7%	32.8%	37.3%	New Peak	Nov '25
Eli Lilly (Health)	1059.70	1.6%	3.4%	30.6%	49.1%	48.7%	42.7%	33.3%	38.3%	200.7%	667.5%	304.8%	235.3%	New Peak	Nov '25
Union Pacific (Industrials)	226.22	2.3%	1.4%	0.4%	-0.1%	2.8%	-4.5%	-5.1%	1.0%	13.9%	24.3%	-0.4%	26.4%	-11.2%	Mar '22
Honeywell (Industrials)	190.02	1.0%	-4.5%	-1.8%	-9.0%	-8.8%	-10.1%	10.0%	-8.8%	-1.7%	10.5%	6.1%	25.1%	-15.2%	Jul '25
Nvidia (IT)	178.88	-1.0%	-5.9%	-0.8%	0.5%	34.7%	26.1%	171.2%	33.2%	1016.7%	1270.9%	495.0%	1457.3%	-13.6%	Oct '25
Broadcom (IT)	340.20	-1.9%	-0.7%	0.0%	15.9%	48.2%	109.2%	110.5%	47.8%	575.6%	893.0%	452.6%	731.7%	-11.9%	Oct '25
Adobe (IT)	324.19	3.8%	-2.1%	-8.4%	-10.5%	-21.8%	-36.7%	-25.5%	-27.1%	-2.0%	-30.0%	-42.6%	13.3%	-52.9%	Nov '21
Oracle (IT)	198.76	-5.7%	-10.8%	-27.1%	-15.8%	26.8%	4.4%	60.0%	20.5%	151.2%	282.6%	138.7%	223.4%	-39.4%	Sep '25
salesforce.com (IT)	227.11	0.8%	-6.8%	-11.5%	-8.4%	-19.6%	-33.2%	27.8%	-31.7%	53.8%	-11.1%	-10.2%	61.3%	-37.9%	Dec '24
Linde PLC (Materials)	412.74	1.0%	-2.5%	-8.3%	-14.0%	-9.5%	-8.1%	3.2%	-0.5%	26.3%	75.5%	28.2%	58.0%	-14.7%	Sep '25
Sherwin-Williams (Materials)	337.06	2.8%	1.5%	1.2%	-9.4%	-4.1%	-12.4%	9.9%	0.0%	42.3%	46.0%	3.1%	72.3%	-14.9%	Nov '24
American Tower (Real Estate)	179.56	0.2%	-2.2%	-6.1%	-14.5%	-13.2%	-9.1%	-12.2%	0.4%	-9.1%	-11.0%	-29.5%	7.9%	-32.8%	Sep '21
Prologis Inc. (Real Estate)	125.79	2.2%	2.4%	-0.1%	13.0%	21.9%	12.6%	-18.1%	22.3%	19.3%	44.0%	-14.6%	37.6%	-19.1%	Apr '22
NextEra Energy (Utilities)	83.48	-1.0%	-0.5%	0.8%	10.2%	26.7%	12.5%	21.5%	19.3%	8.1%	25.3%	0.8%	25.0%	-3.0%	Oct '25
Duke Energy (Utilities)	122.80	0.2%	0.1%	-4.0%	-0.4%	8.1%	10.9%	15.6%	18.1%	41.6%	61.4%	38.8%	62.5%	-4.0%	Oct '25

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	15.91	0.4%	-0.2%	-0.7%	1.7%	6.2%	10.0%	6.8%	8.3%	25.5%	15.4%	9.4%	31.1%	-1.2%	Oct '25
Moderate-60% Stock	63.97	0.7%	-1.1%	-1.0%	2.0%	9.6%	12.2%	10.7%	13.4%	42.8%	41.1%	22.4%	55.3%	-2.5%	Oct '25
Mod Agg-80% Stock	50.50	0.9%	-1.7%	-1.4%	1.7%	10.9%	18.0%	17.5%	15.4%	59.1%	67.4%	33.9%	76.0%	-3.3%	Oct '25
Aggressive-90% Stock	30.61	1.0%	-2.0%	-1.4%	1.8%	11.8%	15.7%	14.8%	15.8%	61.1%	71.5%	32.9%	77.5%	-3.8%	Oct '25

Commodities/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	83956.97	-3.1%	-11.1%	-22.0%	-28.2%	-24.8%	-15.2%	121.9%	-10.1%	418.6%	350.9%	80.7%	338.2%	-32.7%	Oct '25
Ethereum	2730.14	-3.6%	-12.0%	-28.3%	-43.5%	2.5%	-18.1%	44.8%	-18.1%	140.5%	435.6%	-27.4%	110.8%	-43.5%	Aug '25
BNB	828.83	-4.3%	-9.4%	-22.7%	-7.8%	20.8%	30.8%	123.3%	18.2%	211.2%	2768.7%	61.8%	205.9%	-36.7%	Oct '25
Solana	126.38	-5.3%	-8.9%	-29.8%	-37.0%	-29.7%	-50.7%	78.0%	-33.2%	916.3%	5931.5%	-25.8%	305.5%	-51.7%	Jan '25
Bitcoin ETF	47.97	-2.0%	-10.3%	-21.6%	-27.6%	-24.1%	-15.1%	-	-9.6%	-	-	-	-	-32.7%	Oct '25
Grayscale Bitcoin (hi fee)	66.16	-2.1%	-10.3%	-21.7%	-27.9%	-24.6%	-16.1%	136.7%	-10.6%	767.4%	244.8%	113.7%	553.3%	-32.8%	Oct '25
Bloomberg Commodities	22.16	-0.2%	-1.2%	1.0%	6.7%	7.4%	12.6%	5.5%	12.2%	5.0%	65.6%	23.9%	7.4%	-9.8%	Jun '22

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	4.72	-0.4%	-0.7%	3.9%	-3.5%	-6.9%	2.6%	19.1%	-1.5%	23.1%	207.8%	133.9%	21.4%	-7.6%	Oct '23
10yr Treasury rate	4.06	-1.0%	-2.0%	2.8%	-4.6%	-10.8%	-7.9%	18.3%	-11.2%	8.1%	390.1%	149.6%	4.1%	-18.5%	Oct '23
5yr Treasury rate	3.62	-1.5%	-3.1%	1.9%	-3.8%	-12.0%	-15.8%	14.1%	-17.4%	-8.1%	862.2%	165.1%	-12.0%	-27.1%	Oct '23
13-week T-bill	3.74	-0.9%	-1.3%	-1.3%	-8.5%	-11.6%	-15.3%	-18.8%	-11.1%	-10.9%	6348.3%	6956.6%	5.9%	-30.1%	Oct '23
Crude Oil	57.98	-2.0%	-3.5%	-0.9%	-8.9%	-5.3%	-18.6%	0.1%	-19.2%	-28.4%	37.6%	-23.8%	-33.6%	-53.1%	Mar '22
Gold	4062.80	0.2%	-0.6%	0.5%	20.4%	23.4%	49.9%	27.5%	54.5%	133.7%	117.0%	125.8%	143.2%	-6.3%	Oct '25
EUR/USD	1.15	-0.05%	-0.8%	-0.6%	-	2.2%	10.2%	-6.0%	10.8%	12.6%	-2.8%	1.4%	18.8%	-6.5%	Jan '21
USD/JPY	157.37	0.2%	1.8%	3.6%	-	9.4%	2.0%	11.0%	0.2%	10.7%	51.6%	36.7%	7.2%	-2.6%	Jul '24
S&P 500 Volatility Index	23.43	-11.3%	18.2%	26.0%	64.8%	15.5%	53.7%	39.4%	35.0%	10.1%	-1.1%	41.1%	-30.2%	-55.2%	Apr '25

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	50.91	0.10%	0.2%	0.2%	1.2%	3.3%	6.1%	6.5%	5.5%	20.9%	17.8%	16.6%	21.7%	New Peak	Nov '25
Interm Muni- JPMorgan	50.76	0.2%	0.4%	0.1%	3.4%	4.8%	3.9%	1.9%	4.2%	13.7%	6.6%	4.1%	15.6%	-0.1%	Nov '25
Interm Bond- Janus MSB	45.81	0.4%	0.5%	-0.3%	2.8%	6.9%	8.0%	1.5%	8.2%	16.1%	2.6%	2.5%	19.2%	-0.4%	Oct '25
Interm Bond- Vanguard	78.39	0.3%	0.6%	-0.2%	2.1%	5.8%	8.2%	1.6%	8.5%	16.8%	-0.6%	2.1%	19.9%	-1.0%	Dec '20
Multisector Bond- Intrepid	9.04	0.11%	0.0%	0.0%	1.4%	5.3%	7.8%	10.4%	7.0%	30.6%	43.6%	26.8%	33.3%	-0.2%	Oct '25
Int’l Bond- JPMorgan	48.84	0.2%	-0.1%	-0.3%	1.3%	4.5%	7.3%	3.5%	7.5%	22.0%	15.4%	13.0%	27.0%	-0.7%	Oct '25
Long Bond- Vanguard	76.73	0.4%	0.7%	-2.4%	2.1%	9.0%	5.7%	-1.9%	7.5%	16.2%	-13.7%	-11.3%	25.1%	-15.0%	Sep '21
Long CA Muni- PIMCO	9.44	0%	-0.1%	-0.1%	4.4%	5.8%	3.6%	2.9%	3.9%	17.1%	7.8%	3.6%	19.0%	-0.3%	Nov '25
Long Muni- iShares	57.54	0.03%	0.3%	0.1%	3.8%	5.4%	3.0%	1.6%	3.0%	11.2%	2.6%	1.6%	13.4%	-0.1%	Nov '25

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

Below
Peak
Oct '25

DJIA (Large Value)

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Below
Peak
Oct '25

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

BelowPeak Oct '25

DJIA (Large Value)

BelowPeak Nov '25

Russell 2000 (Small Cap)

BelowPeak Oct '25

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
Oct '25

Below
Peak
Nov '25

Below
Peak
Oct '25