VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

79.3%

[

12.7%

annualized]

Dec 31 2020 - Nov 14 2025

-2.3%

Below
Peak
Oct '25

DJIA (Large Value)

Return

54.0%

[

9.3%

annualized]

Dec 31 2020 - Nov 14 2025

-2.3%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

20.9%

[

4.0%

annualized]

Dec 31 2020 - Nov 14 2025

-5.2%

Below
Peak
Oct '25

Performance Range:

As of Nov 15 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	6734.11	p	EOD	0.1%	1.6%	4.4%	13.0%	14.7%	23.3%	14.5%	70.1%	85.7%	40.4%	88.3%	-2.3%	Oct '25
DJIA (Large Value)	47147.48	p	EOD	0.3%	2.6%	4.9%	10.5%	8.5%	12.9%	10.8%	40.5%	57.4%	28.9%	61.4%	-2.3%	Nov '25
Russell 2000 (Small Cap)	2388.23	p	EOD	-1.8%	-3.2%	4.4%	13.0%	3.7%	10.0%	7.1%	28.9%	33.8%	5.1%	41.5%	-5.2%	Oct '25
NASDAQ Comp (Tech/Growth)	22900.59	p	EOD	-0.5%	1.5%	5.9%	19.2%	22.6%	28.6%	18.6%	104.8%	92.1%	44.6%	119.8%	-4.4%	Oct '25
Aggregate Bond	100.00	p	EOD	-0.2%	-0.8%	2.1%	4.4%	6.5%	1.3%	6.6%	14.0%	-1.8%	-0.1%	16.7%	-2.5%	Dec '20
Corp Bond	110.25	p	EOD	-0.4%	-1.6%	1.6%	5.3%	6.5%	0.9%	7.1%	17.9%	-3.0%	-1.9%	24.3%	-4.8%	Sep '21
High Yield Bond	80.22	p	EOD	-0.1%	0.1%	1.2%	4.0%	7.3%	8.0%	7.0%	28.8%	21.9%	14.8%	34.4%	-0.8%	Oct '25
Preferred	30.89	p	EOD	-0.4%	-0.9%	0.0%	4.5%	1.2%	7.2%	3.8%	18.3%	9.4%	0.2%	23.0%	-2.8%	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	86.77	p	EOD	1.1%	-1.5%	-3.2%	0.7%	-3.0%	0.1%	4.6%	14.8%	36.2%	4.7%	34.4%	-9.3%	Oct '24
Consumer Discretionary/Cyclical	230.89	p	EOD	-2.1%	-0.7%	1.0%	6.5%	9.1%	26.5%	3.6%	66.3%	54.6%	13.4%	70.5%	-4.7%	Nov '25
Financial Services	52.45	p	EOD	-0.6%	1.3%	0.3%	2.4%	6.7%	30.6%	9.7%	56.5%	107.4%	41.7%	82.2%	-3.1%	Sep '25
Real Estate	89.59	p	EOD	-0.7%	-1.1%	0.9%	1.1%	-0.7%	4.8%	3.6%	19.5%	25.8%	-9.7%	32.5%	-10.4%	Dec '21
Communication Services	111.33	p	EOD	-0.7%	-2.5%	0.2%	10.0%	18.4%	34.7%	16.0%	129.5%	81.0%	47.9%	141.2%	-6.4%	Sep '25
Energy	92.02	p	EOD	2.8%	7.9%	8.5%	9.5%	0.4%	5.6%	10.1%	10.7%	209.3%	84.0%	27.4%	-2.3%	Nov '24
Industrials	152.01	p	EOD	-0.9%	0.3%	1.5%	6.5%	11.0%	17.3%	16.6%	61.2%	86.9%	53.8%	88.0%	-2.4%	Oct '25
Technology	288.15	p	EOD	0.0%	1.3%	8.6%	23.0%	26.8%	21.6%	24.5%	123.8%	145.0%	69.2%	153.0%	-5.3%	Oct '25
Consumer Staples/Defensive	77.26	p	EOD	0.7%	-1.8%	-5.2%	-4.6%	-0.8%	12.2%	0.2%	13.2%	29.3%	10.6%	23.7%	-6.5%	Aug '25
Healthcare	151.83	p	EOD	3.9%	6.7%	12.0%	15.1%	9.0%	2.5%	11.8%	19.9%	46.9%	15.7%	30.9%	-1.3%	Sep '24
Utilities	88.76	p	EOD	-1.0%	-3.4%	4.4%	9.5%	15.3%	23.3%	19.7%	41.9%	55.0%	40.4%	58.3%	-4.5%	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	140.08	p	EOD	0.4%	1.4%	5.0%	13.8%	20.0%	17.4%	20.1%	69.7%	75.5%	40.1%	90.4%	-1.7%	Oct '25
MSCI Emerging Markets	54.96	p	EOD	0.8%	1.4%	10.1%	20.0%	31.4%	6.5%	32.7%	55.2%	25.7%	21.4%	71.1%	-1.9%	Oct '25
FTSE Europe	81.06	p	EOD	1.4%	0.3%	2.9%	9.5%	29.3%	1.9%	30.5%	62.3%	66.2%	32.9%	94.8%	-1.5%	Nov '25
MSCI Japan	83.98	p	EOD	0.8%	3.0%	4.8%	16.8%	27.4%	7.0%	26.2%	63.1%	42.7%	33.5%	81.9%	-0.4%	Nov '25
MSCI India	54.62	p	EOD	1.6%	1.0%	3.6%	-0.1%	3.8%	8.6%	3.8%	27.8%	59.9%	18.3%	36.0%	-7.1%	Sep '24
MSCI China	63.50	p	EOD	-0.2%	0.2%	6.4%	17.8%	37.9%	17.7%	36.8%	54.8%	-12.6%	10.4%	69.6%	-28.0%	Feb '21
International Bond	49.46	p	EOD	-0.3%	-0.6%	1.3%	2.1%	3.4%	3.6%	3.0%	13.7%	-0.3%	1.6%	17.6%	-1.2%	Dec '20
iShares Latin America	30.53	p	EOD	0.9%	8.6%	16.9%	20.7%	35.0%	-23.1%	49.4%	51.9%	69.2%	69.1%	51.9%	-1.9%	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	617.83	p	EOD	0.2%	1.7%	4.7%	13.8%	16.2%	25.0%	15.7%	77.5%	99.6%	48.6%	96.9%	-2.2%	Oct '25
US Large Growth	470.93	p	EOD	-0.1%	1.3%	5.0%	17.6%	22.0%	33.1%	17.6%	111.9%	113.3%	56.7%	130.1%	-4.2%	Oct '25
US Large Value	204.79	p	EOD	0.2%	1.5%	3.7%	8.1%	8.0%	14.2%	12.1%	40.9%	70.3%	31.0%	59.0%	-1.5%	Nov '25

US MidCap Blend	286.93	p	EOD	-0.8%	-0.6%	0.8%	5.4%	7.1%	15.3%	9.9%	43.2%	57.2%	20.2%	60.3%	-3.1%	Oct '25
US MidCap Growth	279.80	p	EOD	-2.0%	-3.2%	-1.6%	3.3%	9.5%	16.4%	10.8%	52.1%	47.2%	14.4%	68.8%	-6.1%	Oct '25
US MidCap Value	173.84	p	EOD	0.2%	1.4%	2.7%	7.0%	4.7%	14.0%	9.3%	35.3%	66.6%	25.9%	52.3%	-1.2%	Nov '25

US Small Blend	249.81	p	EOD	-1.4%	-1.3%	1.8%	7.1%	2.9%	14.2%	5.1%	36.7%	50.3%	16.2%	50.8%	-3.9%	Oct '25
US Small Growth	312.12	p	EOD	-2.8%	-4.8%	4.4%	13.7%	6.9%	15.0%	8.9%	40.9%	26.6%	8.1%	53.4%	-6.8%	Oct '25
US Small Value	174.67	p	EOD	-0.6%	-1.2%	5.3%	13.8%	3.0%	7.6%	7.7%	26.5%	57.3%	11.8%	40.9%	-3.8%	Oct '25

Foreign Large Blend	95.26	p	EOD	1.0%	1.0%	3.3%	11.1%	27.4%	3.5%	28.2%	59.1%	57.4%	33.5%	85.7%	-1.3%	Nov '25
Foreign Growth	114.74	p	EOD	0.4%	-1.0%	2.4%	7.3%	19.2%	1.5%	19.7%	42.0%	28.4%	9.6%	66.0%	-2.4%	Oct '25
Foreign Value	70.26	p	EOD	1.7%	3.2%	4.2%	15.0%	35.3%	5.4%	36.8%	77.4%	89.3%	60.9%	106.6%	-1.0%	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	23.75	p	EOD	-0.1%	0.8%	0.3%	1.9%	4.7%	8.3%	3.6%	28.7%	33.3%	25.4%	31.1%	-0.6%	Sep '25
Ultra Short- Janus AAA CLO	50.63	p	EOD	0.1%	0.5%	1.1%	2.7%	5.1%	7.4%	4.4%	22.5%	23.8%	21.7%	23.9%	New Peak	Nov '25
Bank Loan- Invesco	20.95	p	EOD	0.1%	1.2%	1.8%	3.5%	6.3%	8.2%	5.5%	27.8%	30.3%	25.3%	31.6%	-0.1%	Nov '25
Interval CEF- Cliffwater	10.60	p	EOD	0.2%	0.8%	1.9%	4.2%	9.1%	12.6%	7.7%	34.7%	56.3%	39.4%	35.8%	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	52.19	p	EOD	0.0%	1.2%	3.0%	12.9%	13.7%	27.9%	14.6%	80.8%	139.8%	81.6%	100.6%	-3.0%	Oct '25
Int’l Min Volatility- Franklin	36.65	p	EOD	1.9%	4.3%	6.9%	13.9%	24.5%	15.9%	23.7%	70.0%	112.1%	73.7%	86.5%	-0.4%	Nov '25
MidCap 30 - Hennessy (hi fee)	23.91	p	EOD	-0.7%	0.2%	-0.1%	5.4%	18.0%	62.3%	0.5%	186.1%	323.6%	209.1%	217.7%	-7.3%	Dec '24
Small Value- Avantis	97.59	p	EOD	-0.2%	0.5%	2.9%	8.6%	-1.8%	9.3%	2.4%	31.4%	102.6%	29.0%	48.1%	-6.7%	Nov '24
Mid Value- Pacer Cash Cows	58.60	p	EOD	1.3%	3.9%	3.7%	7.7%	1.2%	10.6%	5.1%	28.8%	103.4%	33.2%	44.1%	-2.9%	Nov '24
Growth- S&P Momentum	117.83	p	EOD	-0.6%	-2.0%	0.6%	12.4%	26.4%	45.8%	24.7%	113.3%	143.6%	91.4%	135.2%	-5.1%	Oct '25
Invesco S&P Quality	73.45	p	EOD	0.0%	0.6%	2.2%	4.8%	10.8%	25.4%	10.5%	69.8%	92.6%	45.2%	91.4%	-2.1%	Oct '25
Rotation Factor- BlackRock	59.98	p	EOD	0.3%	2.5%	5.7%	15.4%	18.0%	30.3%	18.1%	104.0%	118.9%	66.3%	125.4%	-2.1%	Oct '25
US Min Volatility- Fidelity	66.10	p	EOD	0.8%	2.1%	3.2%	8.4%	9.8%	16.1%	10.3%	47.8%	68.8%	34.2%	63.7%	-0.9%	Nov '25
Derivative Income- JPMorgan	56.74	p	EOD	0.5%	1.0%	2.0%	5.2%	4.0%	12.6%	5.7%	31.7%	56.9%	26.6%	44.5%	-0.9%	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	15.64	p	EOD	-0.4%	-0.8%	-1.8%	2.3%	5.8%	12.1%	5.3%	32.0%	34.6%	32.8%	32.3%	-2.7%	Aug '25
Multistrategy- AQR	14.21	p	EOD	0.3%	1.9%	5.5%	8.8%	17.3%	13.3%	15.4%	45.3%	91.0%	63.5%	46.1%	-0.8%	Nov '25
Long Short- AQR	20.50	p	EOD	1.6%	3.4%	7.3%	12.8%	30.4%	30.5%	28.0%	129.6%	248.5%	156.0%	144.1%	-0.2%	Nov '25
Mkt Neutral- BlackRock	14.68	p	EOD	1.6%	2.3%	4.6%	6.0%	15.2%	21.4%	14.7%	62.9%	72.1%	63.9%	64.5%	-0.8%	Sep '25
Multi Strategy- Variant	26.66	p	EOD	0.1%	0.5%	2.0%	3.5%	7.1%	5.1%	6.1%	23.3%	45.9%	28.5%	24.2%	New Peak	Nov '25
Long Short- First Trust	70.94	p	EOD	0.0%	3.4%	5.4%	9.2%	10.3%	18.8%	8.7%	48.8%	72.5%	43.1%	58.2%	-1.4%	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)	276.41	p	EOD	-0.9%	9.9%	35.7%	66.7%	61.0%	36.0%	46.5%	181.6%	213.8%	92.0%	185.3%	-5.1%	Nov '25
Meta (Communications)	609.46	p	EOD	-2.0%	-14.4%	-22.3%	-4.7%	10.3%	66.0%	4.3%	441.6%	119.8%	81.1%	381.0%	-22.8%	Aug '25
Amazon (Cyclical)	234.69	p	EOD	-4.0%	9.4%	1.6%	14.2%	15.8%	44.4%	7.0%	141.6%	49.9%	37.7%	107.9%	-7.6%	Nov '25
Tesla (Cyclical)	404.35	p	EOD	-5.9%	-5.7%	22.3%	15.5%	26.1%	62.5%	0.1%	116.3%	197.3%	1.1%	86.1%	-15.7%	Dec '24
Procter & Gamble (Defensive)	147.67	p	EOD	0.5%	-0.6%	-3.7%	-8.3%	-10.6%	17.3%	-9.6%	12.4%	17.5%	0.2%	28.9%	-15.7%	Dec '24
PepsiCo (Defensive)	145.85	p	EOD	2.0%	-4.5%	-2.1%	12.8%	-4.5%	-7.6%	-1.2%	-10.0%	16.4%	-5.3%	-5.3%	-19.2%	May '23
Coca-Cola (Defensive)	71.16	p	EOD	0.9%	5.3%	2.6%	0.3%	18.7%	8.9%	16.8%	28.7%	53.7%	34.3%	41.2%	-2.3%	Apr '25
Exxon Mobil (Energy)	119.29	p	EOD	2.7%	8.8%	13.0%	12.3%	3.7%	11.3%	15.0%	17.1%	282.5%	116.4%	35.4%	-0.5%	Oct '24
Chevron (Energy)	157.62	p	EOD	1.7%	3.9%	1.8%	13.5%	2.1%	1.3%	12.6%	-3.7%	119.9%	53.6%	13.0%	-5.8%	Jan '23
JPMorgan Chase (Financial)	303.61	p	EOD	-3.4%	1.7%	5.0%	14.6%	26.4%	44.3%	29.3%	145.6%	194.7%	108.5%	215.5%	-5.2%	Nov '25
Visa (Financial)	330.02	p	EOD	-1.6%	-1.4%	-4.0%	-9.3%	7.3%	22.3%	5.2%	60.6%	60.9%	53.6%	89.8%	-11.3%	Jun '25
Mastercard (Financial)	545.73	p	EOD	-1.1%	-0.8%	-6.1%	-6.2%	5.2%	24.2%	4.2%	62.0%	67.4%	50.6%	96.0%	-8.8%	Aug '25
Bank of America (Financial)	52.61	p	EOD	-1.1%	4.3%	12.7%	19.1%	15.2%	33.9%	21.8%	52.4%	115.5%	25.5%	90.7%	-2.8%	Nov '25
UnitedHealth (Health)	321.86	p	EOD	-0.7%	-9.8%	6.5%	11.7%	-44.5%	-2.4%	-35.2%	-33.8%	-2.4%	-31.9%	-32.2%	-47.4%	Nov '24
Johnson & Johnson (Health)	195.93	p	EOD	5.0%	2.0%	11.7%	31.5%	31.3%	-4.8%	38.7%	23.8%	49.8%	27.6%	31.9%	New Peak	Nov '25
Eli Lilly (Health)	1025.28	p	EOD	11.1%	25.3%	46.4%	35.9%	38.4%	33.3%	33.8%	197.5%	668.5%	291.7%	224.4%	New Peak	Nov '25
Union Pacific (Industrials)	223.02	p	EOD	0.7%	-0.5%	1.6%	-2.4%	-3.1%	-5.1%	-0.5%	12.8%	20.5%	-1.8%	24.6%	-12.5%	Mar '22
Honeywell (Industrials)	199.04	p	EOD	3.2%	4.6%	-2.0%	-4.2%	-5.8%	10.0%	-4.5%	5.3%	12.1%	11.2%	31.0%	-11.2%	Jul '25
Nvidia (IT)	190.17	p	EOD	1.1%	4.6%	5.4%	40.5%	34.0%	171.2%	41.6%	1096.7%	1311.4%	532.5%	1555.6%	-8.1%	Oct '25
Broadcom (IT)	342.46	p	EOD	-2.0%	-3.3%	12.0%	50.4%	109.8%	110.5%	48.8%	604.4%	906.2%	456.3%	737.2%	-11.3%	Oct '25
Adobe (IT)	331.11	p	EOD	1.3%	0.6%	-6.7%	-20.6%	-34.2%	-25.5%	-25.5%	-2.2%	-28.2%	-41.3%	15.7%	-51.9%	Nov '21
Oracle (IT)	222.85	p	EOD	-6.9%	-28.8%	-10.1%	39.4%	22.5%	60.0%	35.1%	189.5%	318.1%	167.7%	262.6%	-32.0%	Sep '25
salesforce.com (IT)	243.66	p	EOD	1.6%	-1.0%	0.7%	-16.0%	-24.6%	27.8%	-26.8%	58.7%	-1.5%	-3.6%	73.0%	-33.4%	Dec '24
Linde PLC (Materials)	423.39	p	EOD	0.7%	-4.7%	-11.5%	-6.9%	-4.5%	3.2%	2.1%	31.9%	77.6%	31.5%	62.1%	-12.4%	Sep '25
Sherwin-Williams (Materials)	332.18	p	EOD	-2.1%	0.5%	-8.6%	-8.2%	-11.6%	9.9%	-1.4%	42.1%	42.4%	1.6%	69.8%	-16.2%	Nov '24
American Tower (Real Estate)	183.59	p	EOD	3.2%	-4.1%	-10.1%	-12.5%	-3.3%	-12.2%	2.6%	-7.5%	-11.4%	-27.9%	10.3%	-31.3%	Sep '21
Prologis Inc. (Real Estate)	122.83	p	EOD	-2.2%	1.4%	16.3%	13.2%	12.3%	-18.1%	19.4%	18.7%	36.6%	-16.7%	34.3%	-21.0%	Apr '22
NextEra Energy (Utilities)	83.88	p	EOD	-0.1%	-1.4%	12.1%	13.6%	13.3%	21.5%	19.8%	8.4%	22.3%	1.3%	25.6%	-2.5%	Oct '25
Duke Energy (Utilities)	122.71	p	EOD	0.1%	-2.8%	1.1%	7.4%	13.4%	15.6%	18.0%	42.5%	57.1%	38.7%	62.4%	-4.1%	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	15.94	p	EOD	-0.1%	-0.3%	2.4%	5.7%	10.8%	6.8%	8.5%	25.9%	16.0%	9.6%	31.4%	-1.1%	Oct '25
Moderate-60% Stock	64.71	p	EOD	0.2%	0.7%	3.8%	10.1%	14.6%	10.7%	14.7%	44.9%	42.4%	23.8%	57.1%	-1.4%	Oct '25
Mod Agg-80% Stock	51.39	p	EOD	0.2%	0.8%	4.2%	11.7%	21.8%	17.5%	17.4%	62.8%	69.7%	36.3%	79.1%	-1.6%	Oct '25
Aggressive-90% Stock	31.25	p	EOD	0.1%	1.0%	4.5%	13.1%	20.1%	14.8%	18.2%	64.9%	74.0%	35.7%	81.2%	-1.8%	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	95693.74		1.4%	-7.4%	-11.5%	-18.5%	-7.5%	5.1%	121.9%	2.4%	474.1%	472.5%	106.0%	399.5%	-23.3%	Oct '25
Ethereum	3194.73		2.9%	-7.0%	-18.0%	-28.0%	26.0%	3.0%	44.8%	-4.1%	162.8%	594.6%	-15.1%	146.7%	-33.9%	Aug '25
BNB	939.25		2.6%	-5.2%	-18.0%	13.5%	45.3%	51.8%	123.3%	34.0%	245.2%	3246.8%	83.4%	246.6%	-28.3%	Oct '25
Solana	141.29		1.9%	-12.6%	-23.5%	-23.9%	-15.6%	-35.2%	78.0%	-25.3%	889.1%	6164.8%	-17.0%	353.4%	-46.0%	Jan '25
Bitcoin ETF	53.47	p	EOD	-9.2%	-12.9%	-19.5%	-9.7%	2.6%	-	0.8%	-	-	-	-	-25.0%	Oct '25
Grayscale Bitcoin (hi fee)	73.78	p	EOD	-9.2%	-13.0%	-19.7%	-10.2%	1.3%	136.7%	-0.3%	787.8%	333.1%	138.3%	628.6%	-25.0%	Oct '25
Bloomberg Commodities	22.44	p	EOD	1.3%	2.6%	9.3%	9.8%	17.6%	5.5%	13.6%	6.5%	68.4%	25.4%	8.8%	-8.7%	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	4.75	p	EOD	1.0%	3.6%	-3.6%	-3.1%	3.2%	19.1%	-0.8%	23.0%	186.0%	135.5%	22.2%	-7.0%	Oct '23
10yr Treasury rate	4.15	p	EOD	1.3%	4.3%	-4.2%	-6.6%	-6.3%	18.3%	-9.3%	12.4%	357.8%	154.8%	6.3%	-16.8%	Oct '23
5yr Treasury rate	3.73	p	EOD	1.5%	5.2%	-2.9%	-8.1%	-13.1%	14.1%	-14.7%	-3.0%	815.4%	173.6%	-9.2%	-24.7%	Oct '23
13-week T-bill	3.79	p	EOD	0.8%	-1.7%	-7.9%	-10.6%	-13.8%	-18.8%	-10.0%	-8.2%	4950.7%	7047.2%	7.2%	-29.2%	Oct '23
Crude Oil	60.09	p	EOD	0.6%	4.6%	-4.3%	-3.8%	-10.3%	0.1%	-16.2%	-29.8%	45.4%	-21.0%	-31.1%	-51.4%	Mar '22
Gold	4087.60	p	EOD	2.2%	-4.5%	22.5%	28.5%	59.3%	27.5%	55.5%	130.5%	116.6%	127.2%	144.7%	-5.7%	Oct '25
EUR/USD	1.16	p	EOD	0.7%	-0.6%	-	4.2%	10.5%	-6.0%	11.8%	12.3%	-1.8%	2.3%	19.8%	-5.7%	Jan '21
USD/JPY	154.63	p	EOD	1.1%	3.0%	-	6.2%	-1.2%	11.0%	-1.5%	11.3%	47.7%	34.3%	5.4%	-4.3%	Jul '24
S&P 500 Volatility Index	19.83	p	EOD	3.9%	-21.7%	31.4%	15.0%	22.9%	39.4%	14.3%	-17.8%	-11.7%	19.5%	-40.9%	-62.1%	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	50.81	p	EOD	0.0%	0.0%	1.2%	3.1%	5.9%	6.5%	5.3%	20.5%	17.8%	16.3%	21.5%	-0.1%	Nov '25
Interm Muni- JPMorgan	50.58	p	EOD	-0.2%	0.0%	3.2%	3.9%	3.6%	1.9%	3.8%	13.9%	6.9%	3.8%	15.2%	-0.5%	Nov '25
Interm Bond- Janus MSB	45.60	p	EOD	-0.3%	-0.4%	2.9%	5.4%	7.9%	1.5%	7.7%	15.5%	2.2%	2.0%	18.6%	-0.9%	Oct '25
Interm Bond- Vanguard	77.91	p	EOD	-0.2%	-0.7%	1.9%	4.8%	7.7%	1.6%	7.8%	15.7%	-0.8%	1.5%	19.2%	-1.6%	Dec '20
Multisector Bond- Intrepid	9.04	p	EOD	0.1%	0.0%	1.7%	5.0%	8.2%	10.4%	7.0%	31.5%	44.0%	26.8%	33.3%	-0.2%	Oct '25
Int’l Bond- JPMorgan	48.87	p	EOD	-0.1%	-0.1%	1.4%	4.1%	7.6%	3.5%	7.6%	22.5%	15.7%	13.1%	27.0%	-0.7%	Oct '25
Long Bond- Vanguard	76.23	p	EOD	-0.7%	-2.5%	1.9%	6.6%	5.1%	-1.9%	6.8%	16.1%	-12.5%	-11.9%	24.3%	-15.5%	Sep '21
Long CA Muni- PIMCO	9.45	p	EOD	-0.1%	0.4%	4.5%	5.0%	3.8%	2.9%	4.0%	17.7%	8.7%	3.7%	19.1%	-0.2%	Nov '25
Long Muni- iShares	57.35	p	EOD	-0.1%	0.0%	3.8%	4.3%	2.8%	1.6%	2.7%	11.5%	2.9%	1.3%	13.0%	-0.5%	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