Portfolio Crunch

Portfolio Crunch

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.

All Portfolios

Last Update: Nov 05, 2024
Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Lazy Portfolio: David Swensen Unconventional Success0.89%-0.23%-0.39%5.78%20.41%3.08%36.76%86.48%
Lazy Portfolio: Bogleheads Three Fund0.82%-0.25%-0.50%5.68%19.69%6.02%39.36%90.05%
Lazy Portfolio: Bogleheads Four Fund0.80%-0.27%-0.38%5.85%19.77%6.64%39.46%91.42%
Lazy Portfolio: 60/40 US Stock Bonds0.86%-0.44%0.03%6.53%22.63%9.72%51.05%117.29%
Lazy Portfolio: Rick Ferri Core Four0.82%-0.17%-0.61%5.18%18.72%3.78%33.38%78.51%
Lazy Portfolio: Bill Schultheis Coffeehouse0.88%0.05%-0.10%5.08%19.22%4.06%32.53%77.87%
Lazy Portfolio: William Bernstein's Coward0.75%-0.10%-0.03%5.37%17.70%8.45%36.29%78.74%
Lazy Portfolio: Harry Brown Permanent0.49%-0.32%0.68%5.65%20.73%7.85%34.07%74.23%
Asset Class: US Total Mkt Equities1.27%-0.62%0.98%11.51%33.37%22.41%95.46%221.87%
Asset Class: Developed Markets Ex-US Equities1.05%0.20%-1.91%6.05%17.53%4.37%34.60%72.66%
Asset Class: US Real Estate Equities1.33%0.03%0.97%6.22%27.34%-4.43%23.48%76.69%
Asset Class: Emerging Mkts Equities1.36%0.38%-1.82%10.88%19.22%-4.89%14.51%35.97%
Asset Class: International Ex-US Mkts Equities1.09%0.34%-1.69%7.26%18.57%3.58%31.88%65.64%
Asset Class: US Large Cap Blend Equities1.20%-0.87%0.61%11.18%33.34%27.95%101.07%237.76%
Asset Class: US Large Cap Value Equities1.06%0.09%0.04%8.24%27.28%27.78%67.93%165.58%
Asset Class: US Small Cap Blend Equities1.68%0.78%2.43%11.90%31.03%5.04%61.63%141.18%
Asset Class: US Small Cap Value Equities1.50%0.77%2.29%10.54%29.45%15.28%66.01%135.87%
Asset Class: Europe Developed Markets Equities0.70%-0.43%-1.88%3.92%18.44%5.39%37.79%70.89%
Asset Class: Pacific Developed Markets Equities1.43%0.86%-2.72%7.15%13.01%-0.21%22.54%65.07%
Asset Class: Long-Term US Treasuries0.53%0.77%-2.37%-3.30%8.57%-33.39%-24.30%-2.96%
Asset Class: Intermediate-Term US Treasuries0.05%-0.52%-2.06%-2.42%4.84%-13.74%-7.74%6.86%
Asset Class: Short-Term US Treasuries-0.02%-0.39%-0.47%-0.50%2.84%0.66%3.81%9.93%
Asset Class: US TIPS0.09%-0.17%-1.29%0.02%4.23%-8.02%8.37%19.65%
Asset Class: US Total Bond Mkt0.25%-0.16%-1.39%-0.94%6.56%-8.80%-1.95%13.61%
Asset Class: US Short-Term Bonds-0.04%-0.42%-0.64%-0.49%4.15%-0.12%4.58%14.41%
Asset Class: Total Bond Mkt Ex-US0.02%-0.38%-0.36%0.48%7.17%-4.47%-1.31%20.37%
Asset Class: Gold0.21%-1.05%4.58%14.98%38.41%49.90%84.62%127.82%


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