VISUALIZEPLANPROSPER

VISUAL

WEALTH

MANAGEMENT

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

S&P 500

Return

76.8%

[

12.4%

annualized]

Dec 31 2020 - Nov 19 2025

-3.6%

Below
Peak
Oct '25

DJIA (Large Value)

Return

50.7%

[

8.8%

annualized]

Dec 31 2020 - Nov 19 2025

-4.4%

Below
Peak
Nov '25

Russell 2000 (Small Cap)

Return

18.9%

[

3.6%

annualized]

Dec 31 2020 - Nov 19 2025

-6.8%

Below
Peak
Oct '25

Performance Range:

As of Nov 19 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	6642.16	0.4%	-1.4%	-1.4%	3.9%	11.8%	12.3%	23.3%	12.9%	67.5%	86.7%	38.5%	85.7%	-3.6%	Oct '25
DJIA (Large Value)	46138.77	0.10%	-2.8%	-1.2%	2.7%	8.1%	6.3%	12.9%	8.4%	36.7%	57.7%	26.1%	58.0%	-4.4%	Nov '25
Russell 2000 (Small Cap)	2347.89	-0.04%	-1.5%	-6.1%	3.5%	11.5%	1.0%	10.0%	5.3%	26.9%	31.5%	3.3%	39.1%	-6.8%	Oct '25
NASDAQ Comp (Tech/Growth)	22564.23	0.6%	-1.3%	-1.9%	6.6%	17.9%	19.0%	28.6%	16.8%	102.4%	90.3%	42.5%	116.6%	-5.8%	Oct '25
Aggregate Bond	100.08	0%	0.0%	-0.7%	2.0%	4.7%	6.4%	1.3%	6.7%	14.7%	-2.2%	0.0%	16.8%	-2.4%	Dec '20
Corp Bond	110.38	0.01%	-0.2%	-1.6%	1.7%	5.6%	6.4%	0.9%	7.3%	18.7%	-3.9%	-1.8%	24.5%	-4.7%	Sep '21
High Yield Bond	80.15	0.05%	-0.1%	-0.4%	1.2%	4.0%	6.9%	8.0%	6.9%	29.0%	21.8%	14.7%	34.2%	-0.9%	Oct '25
Preferred	30.49	-0.4%	-1.1%	-3.2%	-1.5%	3.4%	0.6%	7.2%	2.5%	17.5%	8.5%	-1.1%	21.4%	-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	85.74	0.3%	-2.1%	-3.6%	-4.4%	-0.6%	-5.4%	0.1%	3.4%	13.8%	35.7%	3.5%	32.8%	-10.4%	Oct '24
Consumer Discretionary/Cyclical	224.51	0.00%	-3.2%	-5.0%	-1.2%	4.3%	5.5%	26.5%	0.7%	63.5%	52.1%	10.2%	65.8%	-7.3%	Nov '25
Financial Services	51.56	0.4%	-2.7%	-2.3%	-2.2%	1.1%	5.6%	30.6%	7.8%	53.4%	107.2%	39.3%	79.1%	-4.7%	Sep '25
Real Estate	88.51	-0.8%	-1.0%	-3.9%	-1.5%	0.5%	-2.9%	4.8%	2.3%	17.4%	26.8%	-10.8%	30.9%	-11.5%	Dec '21
Communication Services	111.19	-0.6%	-0.7%	-4.3%	1.6%	10.1%	15.5%	34.7%	15.9%	131.7%	82.5%	47.8%	140.9%	-6.6%	Sep '25
Energy	89.88	-1.3%	-0.7%	3.4%	5.7%	9.3%	-3.6%	5.6%	7.5%	8.8%	204.7%	79.7%	24.4%	-4.5%	Nov '24
Industrials	150.35	0.3%	-1.1%	-2.1%	-0.2%	5.3%	9.9%	17.3%	15.3%	58.5%	87.4%	52.1%	86.0%	-3.5%	Oct '25
Technology	280.97	0.7%	-2.0%	-2.5%	8.3%	20.6%	22.3%	21.6%	21.4%	117.7%	143.4%	64.9%	146.7%	-7.6%	Oct '25
Consumer Staples/Defensive	76.51	-0.8%	-1.0%	-4.0%	-7.4%	-6.1%	-2.1%	12.2%	-0.8%	11.0%	31.3%	9.5%	22.5%	-7.4%	Aug '25
Healthcare	152.33	-0.2%	-0.3%	5.2%	11.3%	14.1%	8.5%	2.5%	12.2%	19.0%	51.6%	16.1%	31.3%	-1.0%	Sep '24
Utilities	88.47	-0.8%	-0.2%	-3.4%	3.4%	8.4%	13.1%	23.3%	19.3%	41.0%	62.3%	39.9%	57.8%	-4.8%	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	137.58	0.1%	-1.8%	-1.7%	3.8%	11.5%	17.0%	17.4%	18.0%	66.7%	73.7%	37.6%	87.0%	-3.5%	Oct '25
MSCI Emerging Markets	53.85	-0.4%	-2.0%	-1.9%	8.2%	17.4%	27.5%	6.5%	30.0%	52.6%	22.9%	19.0%	67.6%	-3.9%	Oct '25
FTSE Europe	78.98	-0.4%	-3.3%	-2.7%	-0.3%	4.7%	26.1%	1.9%	27.1%	57.6%	61.9%	29.5%	89.8%	-4.0%	Nov '25
MSCI Japan	80.68	-0.12%	-2.8%	-3.4%	1.3%	11.4%	22.8%	7.0%	21.2%	57.0%	36.1%	28.3%	74.7%	-4.3%	Nov '25
MSCI India	54.83	0.4%	1.2%	0.2%	1.9%	1.4%	3.0%	8.6%	4.2%	28.9%	61.6%	18.8%	36.5%	-6.7%	Sep '24
MSCI China	61.91	-0.8%	-4.0%	-3.4%	3.3%	13.3%	32.8%	17.7%	33.4%	52.5%	-15.7%	7.6%	65.3%	-29.8%	Feb '21
International Bond	49.45	-0.10%	-0.3%	-0.6%	1.0%	2.1%	3.6%	3.6%	3.0%	14.1%	-0.7%	1.5%	17.6%	-1.2%	Dec '20
iShares Latin America	30.15	0%	-1.0%	5.6%	16.6%	18.5%	33.7%	-23.1%	47.6%	52.0%	66.0%	67.0%	50.0%	-3.1%	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	609.20	0.4%	-1.4%	-1.3%	4.2%	12.5%	13.6%	25.0%	14.1%	74.8%	100.7%	46.5%	94.1%	-3.6%	Oct '25
US Large Growth	464.27	0.7%	-1.2%	-1.8%	5.5%	16.4%	18.7%	33.1%	16.0%	109.5%	112.4%	54.5%	126.9%	-5.6%	Oct '25
US Large Value	202.08	-0.12%	-1.6%	-1.4%	1.9%	6.8%	6.1%	14.2%	10.6%	38.6%	71.0%	29.2%	56.9%	-2.9%	Nov '25

US MidCap Blend	282.27	-0.1%	-1.7%	-3.4%	-1.1%	4.0%	4.1%	15.3%	8.1%	41.2%	55.8%	18.2%	57.7%	-4.7%	Oct '25
US MidCap Growth	275.76	0.4%	-1.4%	-5.8%	-2.9%	2.2%	6.0%	16.4%	9.2%	51.4%	44.6%	12.7%	66.4%	-7.5%	Oct '25
US MidCap Value	170.53	-0.6%	-2.0%	-1.7%	0.2%	5.2%	2.2%	14.0%	7.2%	32.0%	66.8%	23.5%	49.4%	-3.1%	Nov '25

US Small Blend	245.68	0.05%	-1.9%	-4.3%	0.6%	6.0%	-0.2%	14.2%	3.3%	34.8%	47.8%	14.3%	48.3%	-5.5%	Oct '25
US Small Growth	307.97	0.3%	-0.9%	-6.8%	4.3%	12.4%	3.6%	15.0%	7.4%	39.8%	24.1%	6.7%	51.4%	-8.1%	Oct '25
US Small Value	171.20	-0.3%	-1.8%	-4.9%	3.4%	12.1%	0.8%	7.6%	5.6%	24.1%	55.4%	9.6%	38.1%	-5.7%	Oct '25

Foreign Large Blend	92.52	-0.3%	-3.2%	-2.9%	0.1%	6.4%	23.5%	3.5%	24.5%	54.2%	52.4%	29.7%	80.4%	-4.2%	Nov '25
Foreign Growth	111.17	-0.2%	-3.3%	-5.4%	-0.7%	2.6%	15.0%	1.5%	15.9%	37.8%	24.3%	6.1%	60.9%	-5.5%	Oct '25
Foreign Value	68.17	-0.5%	-3.3%	-0.5%	0.7%	9.7%	31.6%	5.4%	32.8%	71.5%	82.7%	56.2%	100.4%	-4.0%	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	23.72	0.04%	-0.2%	0.4%	0.0%	1.7%	4.4%	8.3%	3.5%	28.6%	33.2%	25.2%	30.9%	-0.7%	Sep '25
Ultra Short- Janus AAA CLO	50.67	0.08%	0.1%	0.5%	1.2%	2.8%	5.2%	7.4%	4.4%	22.3%	24.0%	21.8%	24.0%	New Peak	Nov '25
Bank Loan- Invesco	20.92	0%	-0.1%	0.7%	1.5%	3.5%	5.9%	8.2%	5.3%	27.9%	30.5%	25.1%	31.4%	-0.2%	Nov '25
Interval CEF- Cliffwater	10.61	0%	0.2%	0.8%	2.0%	4.3%	9.1%	12.6%	7.8%	34.7%	55.8%	39.5%	36.0%	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	51.51	0.6%	-1.2%	-1.6%	2.7%	11.5%	11.0%	27.9%	13.1%	77.9%	139.1%	79.2%	97.9%	-4.3%	Oct '25
Int’l Min Volatility- Franklin	36.26	-0.07%	-0.9%	3.0%	4.6%	12.0%	22.8%	15.9%	22.4%	66.7%	108.2%	71.9%	84.5%	-1.5%	Nov '25
MidCap 30 - Hennessy (hi fee)	23.38	-0.3%	-2.7%	-3.1%	-0.8%	4.1%	15.1%	62.3%	-1.8%	178.4%	314.5%	202.3%	210.7%	-9.3%	Dec '24
Small Value- Avantis	95.39	-0.3%	-2.4%	-3.2%	1.0%	7.0%	-3.9%	9.3%	0.1%	27.9%	98.4%	26.1%	44.7%	-8.8%	Nov '24
Mid Value- Pacer Cash Cows	57.75	-0.7%	-1.5%	0.6%	1.8%	6.4%	-0.8%	10.6%	3.5%	27.1%	102.7%	31.3%	42.0%	-4.3%	Nov '24
Growth- S&P Momentum	116.71	0.8%	-0.8%	-3.7%	1.2%	11.7%	24.1%	45.8%	23.5%	109.2%	144.5%	89.6%	133.0%	-6.0%	Oct '25
Invesco S&P Quality	72.61	0.5%	-1.4%	-2.2%	0.6%	3.4%	9.3%	25.4%	9.2%	67.0%	94.4%	43.6%	89.2%	-3.2%	Oct '25
Rotation Factor- BlackRock	59.17	0.4%	-1.4%	-0.5%	5.0%	14.1%	15.5%	30.3%	16.5%	100.8%	117.9%	64.1%	122.3%	-3.4%	Oct '25
US Min Volatility- Fidelity	65.43	0.08%	-1.1%	-0.7%	2.0%	7.1%	8.2%	16.1%	9.2%	45.5%	70.1%	32.9%	62.1%	-1.9%	Nov '25
Derivative Income- JPMorgan	56.32	0.05%	-0.9%	-0.9%	0.5%	4.3%	2.8%	12.6%	4.9%	29.9%	56.7%	25.7%	43.5%	-1.7%	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	-0.4%	0.3%	-0.5%	-1.8%	2.7%	6.6%	12.1%	5.6%	31.6%	34.7%	33.1%	32.6%	-2.5%	Aug '25
Multistrategy- AQR	14.12	-0.2%	-0.8%	1.2%	4.7%	7.7%	16.6%	13.3%	14.7%	43.6%	89.4%	62.4%	45.2%	-1.4%	Nov '25
Long Short- AQR	20.37	0.05%	-0.4%	2.6%	6.4%	11.3%	29.6%	30.5%	27.2%	125.0%	249.6%	154.4%	142.6%	-0.8%	Nov '25
Mkt Neutral- BlackRock	14.65	0%	0.3%	1.8%	4.0%	5.2%	16.4%	21.4%	14.5%	61.6%	70.4%	63.6%	64.2%	-1.0%	Sep '25
Multi Strategy- Variant	26.70	0.11%	0.3%	0.6%	2.1%	3.8%	7.2%	5.1%	6.3%	23.3%	46.4%	28.7%	24.4%	New Peak	Nov '25
Long Short- First Trust	70.44	0.4%	-1.1%	1.0%	4.7%	8.0%	9.1%	18.8%	7.9%	48.5%	73.9%	42.1%	57.1%	-2.1%	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)	292.81	3.0%	5.1%	14.1%	47.0%	78.9%	67.1%	36.0%	55.2%	202.6%	239.6%	103.3%	202.2%	New Peak	Nov '25
Meta (Communications)	590.32	-1.2%	-3.2%	-19.4%	-21.0%	-7.2%	4.7%	66.0%	1.1%	430.1%	120.2%	75.4%	365.9%	-25.2%	Aug '25
Amazon (Cyclical)	222.69	0.06%	-6.3%	2.9%	-0.5%	9.1%	9.8%	44.4%	1.5%	136.6%	43.7%	30.7%	97.2%	-12.3%	Nov '25
Tesla (Cyclical)	403.99	0.7%	0.5%	-9.7%	24.7%	17.5%	18.1%	62.5%	0.0%	124.2%	147.5%	1.0%	86.0%	-15.8%	Dec '24
Procter & Gamble (Defensive)	146.99	0%	-0.7%	-2.6%	-7.2%	-10.0%	-11.7%	17.3%	-10.0%	11.2%	19.6%	-0.3%	28.3%	-16.0%	Dec '24
PepsiCo (Defensive)	147.11	-1.1%	1.4%	-4.3%	-1.4%	13.9%	-3.7%	-7.6%	-0.4%	-10.7%	19.4%	-4.5%	-4.5%	-18.5%	May '23
Coca-Cola (Defensive)	71.11	-0.2%	0.1%	3.9%	1.4%	0.7%	16.3%	8.9%	16.8%	27.3%	57.1%	34.2%	41.1%	-2.3%	Apr '25
Exxon Mobil (Energy)	117.35	-1.4%	-0.3%	5.0%	9.1%	13.8%	1.1%	11.3%	13.1%	16.1%	288.7%	112.9%	33.2%	-2.2%	Oct '24
Chevron (Energy)	151.70	-1.2%	-1.4%	-0.7%	0.1%	13.0%	-1.6%	1.3%	9.6%	-6.0%	118.7%	49.5%	10.0%	-8.4%	Jan '23
JPMorgan Chase (Financial)	303.27	1.3%	-2.0%	0.3%	4.3%	15.3%	28.6%	44.3%	29.2%	144.0%	201.4%	108.3%	215.2%	-5.3%	Nov '25
Visa (Financial)	324.12	0.9%	-3.6%	-5.7%	-5.6%	-11.3%	6.2%	22.3%	3.3%	57.3%	64.8%	50.9%	86.4%	-12.9%	Jun '25
Mastercard (Financial)	530.36	0.5%	-4.5%	-6.4%	-10.4%	-8.5%	4.1%	24.2%	1.3%	57.1%	68.9%	46.4%	90.5%	-11.3%	Aug '25
Bank of America (Financial)	52.02	0.7%	-1.6%	0.0%	8.2%	17.7%	15.6%	33.9%	20.5%	51.4%	119.2%	24.1%	88.6%	-3.9%	Nov '25
UnitedHealth (Health)	309.09	-1.4%	-7.0%	-15.2%	3.7%	-2.6%	-47.4%	-2.4%	-37.8%	-38.6%	-0.1%	-34.6%	-34.9%	-49.5%	Nov '24
Johnson & Johnson (Health)	202.51	1.3%	3.7%	4.5%	14.1%	33.9%	36.5%	-4.8%	43.4%	25.9%	59.6%	31.9%	36.4%	New Peak	Nov '25
Eli Lilly (Health)	1049.60	1.9%	2.8%	29.9%	49.0%	41.0%	40.4%	33.3%	37.0%	197.2%	660.2%	301.0%	232.1%	New Peak	Nov '25
Union Pacific (Industrials)	221.17	0.2%	-0.1%	-2.7%	-1.4%	-1.9%	-3.1%	-5.1%	-1.3%	12.7%	21.5%	-2.6%	23.6%	-13.2%	Mar '22
Honeywell (Industrials)	190.57	-0.5%	-4.1%	-1.3%	-6.3%	-9.2%	-8.9%	10.0%	-8.5%	0.5%	10.8%	6.5%	25.4%	-14.9%	Jul '25
Nvidia (IT)	186.52	2.8%	-0.2%	2.1%	6.3%	38.8%	27.9%	171.2%	38.9%	1111.9%	1329.5%	520.4%	1523.9%	-9.9%	Oct '25
Broadcom (IT)	354.42	4.1%	4.2%	1.5%	21.9%	53.6%	119.2%	110.5%	54.0%	624.2%	934.5%	475.7%	766.5%	-8.2%	Oct '25
Adobe (IT)	318.11	-2.0%	-4.6%	-7.4%	-10.0%	-23.8%	-36.3%	-25.5%	-28.5%	-3.9%	-31.3%	-43.6%	11.2%	-53.8%	Nov '21
Oracle (IT)	225.53	2.3%	3.7%	-18.6%	-3.9%	41.2%	19.4%	60.0%	36.7%	193.6%	334.1%	170.9%	267.0%	-31.2%	Sep '25
salesforce.com (IT)	227.88	-2.4%	-5.2%	-10.4%	-7.4%	-20.6%	-29.6%	27.8%	-31.5%	55.6%	-10.8%	-9.9%	61.8%	-37.7%	Dec '24
Linde PLC (Materials)	413.20	-0.4%	-3.6%	-8.5%	-14.1%	-9.6%	-7.0%	3.2%	-0.3%	28.3%	75.7%	28.4%	58.2%	-14.6%	Sep '25
Sherwin-Williams (Materials)	329.78	1.8%	-2.4%	-0.2%	-10.0%	-7.8%	-10.5%	9.9%	-2.1%	41.2%	42.8%	0.9%	68.6%	-16.8%	Nov '24
American Tower (Real Estate)	180.50	-0.6%	-0.3%	-6.5%	-13.1%	-14.8%	-7.1%	-12.2%	0.9%	-7.7%	-10.5%	-29.1%	8.4%	-32.5%	Sep '21
Prologis Inc. (Real Estate)	122.40	-1.1%	-1.3%	-3.8%	12.1%	14.7%	10.8%	-18.1%	19.0%	17.3%	40.2%	-16.9%	33.9%	-21.2%	Apr '22
NextEra Energy (Utilities)	84.27	-0.4%	0.3%	-0.6%	11.5%	15.1%	13.0%	21.5%	20.4%	10.3%	26.5%	1.8%	26.2%	-2.0%	Oct '25
Duke Energy (Utilities)	122.23	-1.3%	-0.2%	-4.4%	-1.0%	6.0%	11.4%	15.6%	17.6%	42.2%	60.6%	38.2%	61.7%	-4.4%	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	15.88	-0.06%	-0.6%	-0.9%	2.1%	5.4%	10.0%	6.8%	8.1%	25.9%	15.2%	9.2%	30.9%	-1.4%	Oct '25
Moderate-60% Stock	64.02	0.05%	-1.1%	-1.3%	2.9%	8.8%	12.9%	10.7%	13.5%	43.5%	41.2%	22.5%	55.4%	-2.4%	Oct '25
Mod Agg-80% Stock	50.65	0.06%	-1.6%	-1.7%	3.1%	10.0%	19.2%	17.5%	15.7%	60.6%	67.9%	34.3%	76.5%	-3.0%	Oct '25
Aggressive-90% Stock	30.74	0.10%	-1.8%	-1.7%	3.6%	11.0%	17.1%	14.8%	16.3%	62.6%	72.3%	33.5%	78.2%	-3.4%	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	92204.88	-0.8%	-7.5%	-16.6%	-19.3%	-13.7%	-2.3%	121.9%	-1.3%	452.2%	395.2%	98.5%	381.3%	-26.1%	Oct '25
Ethereum	3022.58	-3.2%	-6.5%	-24.1%	-30.3%	19.7%	-1.6%	44.8%	-9.3%	149.3%	493.0%	-19.6%	133.4%	-37.4%	Aug '25
BNB	907.11	-2.7%	-2.3%	-17.6%	4.4%	39.5%	49.7%	123.3%	29.4%	231.2%	3039.7%	77.1%	234.8%	-30.8%	Oct '25
Solana	143.04	1.7%	-1.4%	-24.6%	-23.7%	-15.1%	-39.2%	78.0%	-24.4%	979.8%	6726.5%	-16.0%	359.0%	-45.4%	Jan '25
Bitcoin ETF	50.73	-3.7%	-8.7%	-19.4%	-21.8%	-16.7%	-5.6%	-	-4.4%	-	-	-	-	-28.8%	Oct '25
Grayscale Bitcoin (hi fee)	69.99	-3.6%	-8.7%	-19.4%	-22.1%	-17.2%	-6.7%	136.7%	-5.4%	827.9%	264.8%	126.1%	591.2%	-28.9%	Oct '25
Bloomberg Commodities	22.44	-0.4%	-0.8%	1.1%	9.5%	8.1%	14.7%	5.5%	13.6%	8.3%	67.7%	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	0.2%	1.1%	3.8%	-3.1%	-4.3%	3.5%	19.1%	-0.7%	21.0%	210.2%	135.7%	22.3%	-6.9%	Oct '23
10yr Treasury rate	4.13	0.2%	0.5%	3.7%	-3.8%	-7.8%	-6.2%	18.3%	-9.6%	8.3%	398.6%	153.9%	5.9%	-17.1%	Oct '23
5yr Treasury rate	3.71	0.4%	0.1%	3.6%	-2.7%	-8.8%	-13.3%	14.1%	-15.3%	-7.3%	886.2%	171.6%	-9.8%	-25.3%	Oct '23
13-week T-bill	3.77	0%	-0.6%	-0.7%	-8.3%	-11.2%	-14.5%	-18.8%	-10.4%	-8.8%	6403.4%	7017.0%	6.8%	-29.5%	Oct '23
Crude Oil	59.39	-0.08%	1.2%	3.3%	-6.0%	-5.1%	-13.8%	0.1%	-17.2%	-25.8%	40.9%	-21.9%	-31.9%	-52.0%	Mar '22
Gold	4075.90	-0.04%	-2.7%	-6.0%	21.9%	24.3%	53.9%	27.5%	55.0%	132.7%	117.7%	126.5%	144.0%	-6.0%	Oct '25
EUR/USD	1.15	-0.5%	-0.6%	-1.1%	-1.1%	2.1%	8.6%	-6.0%	10.7%	11.2%	-2.9%	1.3%	18.7%	-6.6%	Jan '21
USD/JPY	157.30	1.1%	1.7%	4.3%	6.8%	9.0%	1.7%	11.0%	0.2%	12.0%	51.5%	36.6%	7.2%	-2.7%	Jul '24
S&P 500 Volatility Index	23.66	-4.2%	18.3%	29.8%	50.8%	30.8%	37.9%	39.4%	36.4%	2.3%	-0.2%	42.5%	-29.5%	-54.8%	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	50.86	-0.02%	0.0%	0.1%	1.3%	3.1%	6.0%	6.5%	5.4%	20.9%	17.7%	16.5%	21.6%	New Peak	Nov '25
Interm Muni- JPMorgan	50.65	-0.13%	0.0%	0.1%	3.3%	4.2%	3.6%	1.9%	3.9%	13.9%	6.4%	3.9%	15.4%	-0.3%	Nov '25
Interm Bond- Janus MSB	45.61	-0.04%	-0.1%	-0.6%	2.8%	5.8%	7.7%	1.5%	7.7%	16.0%	2.2%	2.1%	18.7%	-0.9%	Oct '25
Interm Bond- Vanguard	78.03	-0.05%	0.0%	-0.6%	1.9%	5.0%	7.7%	1.6%	8.0%	16.8%	-1.1%	1.6%	19.4%	-1.4%	Dec '20
Multisector Bond- Intrepid	9.02	0%	-0.3%	-0.2%	1.5%	4.8%	7.8%	10.4%	6.7%	30.7%	43.3%	26.5%	33.0%	-0.5%	Oct '25
Int’l Bond- JPMorgan	48.80	0.02%	-0.2%	-0.4%	1.3%	4.1%	7.5%	3.5%	7.4%	22.0%	15.3%	12.9%	26.9%	-0.8%	Oct '25
Long Bond- Vanguard	76.33	0.01%	-0.3%	-2.7%	2.0%	7.3%	5.1%	-1.9%	6.9%	17.0%	-14.1%	-11.8%	24.5%	-15.4%	Sep '21
Long CA Muni- PIMCO	9.44	-0.11%	-0.2%	0.1%	4.5%	5.1%	3.6%	2.9%	3.9%	17.2%	7.8%	3.6%	19.0%	-0.3%	Nov '25
Long Muni- iShares	57.48	-0.10%	0.0%	0.1%	4.0%	4.9%	2.9%	1.6%	2.9%	11.4%	2.5%	1.5%	13.3%	-0.2%	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