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Detailed performance comparisons for major asset classes and lazy portfolios across multiple timeframes. Easily see market trends and find what's worked and what's lagging.
Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
---|---|---|---|---|---|---|---|---|
Lazy Portfolio: David Swensen Unconventional Success | -0.09% | -0.15% | -0.39% | 1.18% | 16.85% | 3.31% | 35.91% | 84.83% |
Lazy Portfolio: Bogleheads Three Fund | -0.07% | -0.36% | 0.23% | 1.23% | 16.45% | 6.94% | 38.85% | 88.19% |
Lazy Portfolio: Bogleheads Four Fund | -0.07% | -0.36% | 0.32% | 1.53% | 16.62% | 7.57% | 39.11% | 89.71% |
Lazy Portfolio: 60/40 US Stock Bonds | -0.01% | -0.59% | 1.35% | 3.14% | 20.56% | 11.83% | 51.79% | 117.73% |
Lazy Portfolio: Rick Ferri Core Four | -0.09% | -0.23% | -0.26% | 0.57% | 15.05% | 4.21% | 32.42% | 76.13% |
Lazy Portfolio: Bill Schultheis Coffeehouse | 0.03% | -0.30% | 0.45% | 1.75% | 16.74% | 5.52% | 32.09% | 77.14% |
Lazy Portfolio: William Bernstein's Coward | 0.00% | -0.35% | 0.37% | 1.95% | 15.71% | 9.57% | 36.14% | 77.51% |
Lazy Portfolio: Harry Brown Permanent | 0.07% | 0.64% | -0.48% | 1.35% | 16.92% | 6.43% | 31.36% | 70.55% |
Asset Class: US Total Mkt Equities | 0.06% | -1.09% | 2.78% | 6.87% | 31.68% | 26.14% | 98.96% | 225.58% |
Asset Class: Developed Markets Ex-US Equities | -0.28% | 0.06% | -2.63% | -4.28% | 10.04% | 2.78% | 31.23% | 64.74% |
Asset Class: US Real Estate Equities | -0.13% | 0.23% | -1.68% | 2.24% | 22.33% | -4.50% | 22.44% | 75.14% |
Asset Class: Emerging Mkts Equities | -0.12% | 0.39% | -4.13% | 0.56% | 11.60% | -9.06% | 12.57% | 26.27% |
Asset Class: International Ex-US Mkts Equities | -0.25% | 0.05% | -2.80% | -2.68% | 11.19% | 1.42% | 28.73% | 57.20% |
Asset Class: US Large Cap Blend Equities | 0.04% | -1.12% | 2.19% | 6.20% | 31.24% | 30.95% | 104.20% | 240.44% |
Asset Class: US Large Cap Value Equities | 0.20% | -0.77% | 0.66% | 4.74% | 26.60% | 32.12% | 69.97% | 166.36% |
Asset Class: US Small Cap Blend Equities | 0.51% | -0.88% | 5.51% | 9.60% | 31.71% | 12.07% | 66.89% | 148.59% |
Asset Class: US Small Cap Value Equities | 0.32% | -1.25% | 3.92% | 7.69% | 29.49% | 20.95% | 72.04% | 140.99% |
Asset Class: Europe Developed Markets Equities | -0.20% | -0.11% | -5.03% | -7.03% | 7.55% | 2.64% | 31.86% | 59.03% |
Asset Class: Pacific Developed Markets Equities | -0.70% | 0.19% | -0.56% | -3.93% | 8.68% | -1.50% | 21.13% | 60.76% |
Asset Class: Long-Term US Treasuries | -0.32% | 0.68% | -1.80% | -7.51% | 1.44% | -34.67% | -28.55% | -5.67% |
Asset Class: Intermediate-Term US Treasuries | -0.15% | 0.32% | -1.37% | -3.85% | 2.25% | -13.68% | -9.41% | 6.09% |
Asset Class: Short-Term US Treasuries | -0.05% | -0.01% | -0.45% | -0.70% | 2.42% | 0.86% | 3.57% | 9.83% |
Asset Class: US TIPS | -0.05% | 0.36% | -0.57% | -0.88% | 3.45% | -8.66% | 7.35% | 20.02% |
Asset Class: US Total Bond Mkt | -0.11% | 0.17% | -0.81% | -2.44% | 3.96% | -8.67% | -3.35% | 12.79% |
Asset Class: US Short-Term Bonds | -0.06% | 0.05% | -0.53% | -0.90% | 3.38% | 0.26% | 4.19% | 14.21% |
Asset Class: Total Bond Mkt Ex-US | -0.12% | 0.20% | -0.10% | 0.12% | 5.45% | -4.30% | -1.74% | 20.13% |
Asset Class: Gold | 0.58% | 2.96% | -2.46% | 6.72% | 32.24% | 42.34% | 78.92% | 115.28% |