Portfolio Crunch

Comprehensive and timely data on the performance of many different lazy portfolios and asset classes over various time periods.


Top 10 Lazy Portfolios

Total Returns, Buy And Hold
Last Update: April, 21 2017

NameRank7 Day30 Day90 Day1 Year3 Year5 Year7 Year10 Year
Bogleheads 3 Fund 80-20 Portfolio 1 0.77 0.58 3.60 11.76 22.46 63.40
Allan Roth Second Grader Portfolio 2 0.81 0.48 3.98 12.38 20.65 62.89
Acorns Aggressive Portfolio 3 0.95 1.88 3.78 13.21 22.87 55.90
Rick Ferri Core Four 80-20 Portfolio 4 0.68 0.85 3.74 10.36 17.88 51.90
William Bernsteins No Brainer Portfolio 5 0.92 0.91 3.33 11.23 17.36 54.01
David Swenson Ivy League Portfolio 6 0.57 1.35 3.24 9.04 18.84 46.83 75.00
Acorns Moderately Aggressive Portfolio 7 0.87 1.69 3.25 11.57 20.57 51.33
Bogleheads 3 Fund 60-40 Portfolio 8 0.58 0.68 3.12 9.10 18.97 50.22
Wealthfront Risk Level 5 Portfolio 9 0.46 0.40 3.26 9.27 14.68 44.48 64.58
Bill Schultheis Coffeehouse Portfolio 10 0.73 1.26 2.45 9.40 18.93 49.88


Major Asset Classes

Total Returns, Buy And Hold
Last Update: April, 21 2017

Name7 Day30 Day90 Day1 Year3 Year5 Year7 Year10 Year
International Developed Bonds -0.04 0.94 1.39 1.97 12.82
International Developed Stocks 0.72 0.46 4.52 8.25 2.69 38.27 38.79
Emerging Market Bonds 0.35 1.36 3.65 8.19 15.60
Emerging Market Stocks -0.13 -0.95 7.43 15.83 4.25 6.26 10.90 22.27
Gold -0.24 2.93 6.31 2.42 -1.55 -23.34 8.90 78.03
Inflation Protected Bonds -0.20 0.16 0.47 1.92 1.34
US High Quality Bonds 0.00 1.01 1.70 1.14 8.50 10.68 25.64 50.58
US Corporate Bonds -0.05 1.46 2.33 2.88 11.87 21.74 45.38 70.78
US Total Stock Market 1.07 0.53 3.82 15.58 31.88 88.43 124.70 100.09
National Municipal Bonds 0.11 1.23 1.92 -0.14 9.40 13.43 28.55