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.
Latest Portfolio and Asset Class Performance
Total Return by Period
Updated: Sep 15, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success Portfolio | 0.32% | 1.06% | 3.36% | 7.45% | 8.47% | 36.24% | 35.83% | 106.71% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.39% | 0.88% | 4.08% | 6.21% | 6.59% | 26.40% | 18.05% | 81.57% |
| Portfolio | Golden Butterfly Portfolio | 0.29% | 0.58% | 4.21% | 6.98% | 12.87% | 45.05% | 46.30% | 118.16% |
| Portfolio | Couch Potato Portfolio | 0.29% | 0.84% | 2.42% | 7.21% | 11.39% | 40.55% | 49.47% | 129.52% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.42% | 1.07% | 2.56% | 7.71% | 12.86% | 45.66% | 46.58% | 120.71% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.41% | 1.04% | 2.40% | 7.38% | 12.95% | 45.62% | 47.05% | 121.43% |
| Portfolio | 60/40 Portfolio | 0.36% | 1.06% | 2.65% | 8.04% | 12.26% | 48.20% | 54.36% | 145.69% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.39% | 1.02% | 2.62% | 7.34% | 11.60% | 41.89% | 41.71% | 106.18% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.16% | 0.58% | 2.68% | 6.58% | 8.30% | 32.91% | 41.52% | 99.34% |
| Portfolio | William Bernstein's Coward Portfolio | 0.15% | 0.60% | 1.94% | 6.07% | 9.86% | 35.95% | 47.65% | 97.84% |
| Portfolio | Harry Brown Permanent Portfolio | 0.43% | 0.79% | 4.72% | 6.42% | 14.38% | 45.29% | 62.79% | 147.98% |
| Asset Class | Gold | 1.02% | 1.23% | 10.41% | 8.71% | 42.17% | 118.52% | 271.02% | 530.15% |
| Asset Class | Agricultural Commodities | 1.49% | 2.31% | 3.29% | 3.79% | 15.33% | 48.67% | 107.25% | 51.03% |
| Asset Class | Industrial Metals | 0.83% | 3.21% | 5.82% | 9.59% | 9.49% | 23.13% | 49.70% | 87.06% |
| Asset Class | Commodities Broad Basket | 0.89% | 1.67% | 3.49% | -2.30% | 9.63% | 0.68% | 89.45% | 71.72% |
| Asset Class | US Dollar | -0.33% | -0.04% | -0.40% | -0.29% | 1.22% | 4.12% | 21.62% | 27.11% |
| Asset Class | US Equities | 0.49% | 1.66% | 2.94% | 11.16% | 19.09% | 74.82% | 103.16% | 278.41% |
| Asset Class | Europe Equities | 0.74% | 1.04% | 1.46% | 6.20% | 18.39% | 74.01% | 71.62% | 115.09% |
| Asset Class | Latin America Equities | 1.65% | 3.57% | 8.27% | 11.77% | 17.06% | 44.86% | 76.14% | 95.24% |
| Asset Class | Pacific Developed Equities | 0.74% | 1.56% | 3.13% | 13.00% | 20.75% | 57.69% | 48.74% | 114.99% |
| Asset Class | India Equities | 0.53% | 1.02% | -0.13% | -0.74% | -6.95% | 24.99% | 66.36% | 115.82% |
| Asset Class | China Equities | 0.72% | 3.40% | 5.70% | 12.53% | 62.31% | 58.43% | 6.61% | 44.52% |
| Asset Class | Emerging Markets Equities | 0.73% | 3.40% | 4.80% | 12.94% | 26.25% | 50.15% | 31.02% | 94.36% |
| Asset Class | Developed Markets Equities | 0.80% | 1.29% | 2.53% | 8.97% | 20.42% | 67.03% | 66.22% | 120.40% |
| Asset Class | US Real Estate Equities | -0.16% | 0.79% | 4.22% | 4.41% | -2.36% | 16.31% | 33.56% | 81.08% |
| Asset Class | Intl Real Estate Equities | 0.52% | 1.66% | 2.79% | 7.90% | 11.57% | 25.59% | 13.87% | 40.98% |
| Asset Class | Japan Equities | 0.73% | 0.48% | 1.31% | 12.55% | 19.16% | 66.35% | 49.46% | 740.18% |
| Asset Class | Singapore Equities | -0.03% | 1.36% | 5.26% | 13.73% | 40.15% | 82.68% | 93.22% | 318.51% |
| Asset Class | Taiwan Equities | 0.30% | 3.35% | 3.24% | 13.24% | 23.93% | 74.31% | 87.47% | 611.58% |
| Asset Class | Germany Equities | 0.27% | -0.65% | -2.43% | 2.52% | 29.99% | 105.09% | 56.36% | 104.13% |
| Asset Class | Brazil Equities | 1.60% | 3.14% | 7.85% | 8.54% | 9.89% | 28.18% | 43.24% | 120.55% |
| Asset Class | Greece Equities | 0.09% | 2.15% | -0.53% | 20.67% | 65.82% | 211.85% | 257.70% | 704.92% |
| Asset Class | Vietnam Equities | 1.99% | 4.82% | 3.83% | 37.06% | 43.51% | 22.82% | ||
| Asset Class | Spain Equities | 0.47% | 2.41% | 1.30% | 16.00% | 49.25% | 143.96% | 151.05% | 121.37% |
| Asset Class | Mexico Equities | 0.98% | 4.08% | 9.12% | 13.34% | 29.12% | 60.82% | 126.02% | 62.73% |
| Asset Class | United Kingdom Equities | 0.36% | 0.91% | 1.94% | 7.37% | 18.92% | 66.82% | 92.03% | 268.95% |
| Asset Class | France Equities | 0.92% | 2.09% | 0.78% | 5.15% | 15.55% | 62.35% | 74.23% | 132.34% |
| Asset Class | Canada Equities | 1.07% | 1.68% | 5.87% | 10.30% | 26.13% | 59.75% | 99.65% | 160.83% |
| Asset Class | Switzerland Equities | -0.16% | -1.37% | 2.23% | 4.01% | 10.19% | 47.34% | 43.98% | 116.53% |
| Asset Class | Australia Equities | 1.21% | 2.11% | 2.72% | 6.98% | 9.71% | 44.68% | 63.98% | 126.59% |
| Asset Class | Poland Equities | 1.64% | -0.21% | -2.47% | 11.64% | 45.00% | 198.84% | 123.41% | 93.86% |
| Asset Class | Turkey Equities | 6.10% | 5.22% | -0.67% | 13.34% | -4.58% | 54.40% | 97.34% | 24.50% |
| Asset Class | Indonesia Equities | 0.73% | 2.63% | -2.55% | -0.33% | -16.08% | -16.90% | 14.98% | 21.56% |
| Asset Class | South Africa Equities | 0.59% | 2.68% | 6.69% | 18.17% | 40.41% | 79.10% | 92.08% | 70.69% |
| Asset Class | Saudi Arabia Equities | -0.03% | 0.05% | -2.96% | -0.33% | -7.65% | -6.23% | 38.09% | 83.64% |
| Asset Class | US Market Bonds | 0.19% | 0.27% | 2.17% | 3.63% | 2.89% | 13.13% | -2.09% | 20.54% |
| Asset Class | Developed Markets Bonds | 0.10% | 0.04% | 0.81% | 0.91% | 2.71% | 13.14% | -0.26% | 23.02% |
| Asset Class | Emerging Markets Bonds | 0.36% | 0.89% | 2.18% | 6.29% | 8.59% | 32.49% | 7.12% | 41.24% |
| Asset Class | Long-Term US Treasuries | 0.23% | 0.47% | 5.04% | 4.99% | -6.53% | -6.04% | -36.34% | -3.97% |
| Asset Class | Short-Term US Treasuries | 0.04% | -0.01% | 0.66% | 1.26% | 3.40% | 12.13% | 6.91% | 16.24% |
| Asset Class | US High Yield Bonds | 0.28% | 0.40% | 1.46% | 3.70% | 8.00% | 30.37% | 24.99% | 60.11% |
| Asset Class | US TIPS | 0.10% | 0.08% | 2.07% | 3.26% | 3.88% | 10.12% | 6.45% | 31.73% |
| Asset Class | US Municipal Bonds | 0.19% | 0.76% | 2.76% | 3.27% | 1.48% | 10.96% | 4.08% | 24.26% |
| Asset Class | US Corporate Bonds | 0.31% | 0.72% | 2.93% | 5.23% | 3.74% | 19.12% | -1.40% | 36.05% |