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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 | 0.89% | -0.23% | -0.39% | 5.78% | 20.41% | 3.08% | 36.76% | 86.48% |
Lazy Portfolio: Bogleheads Three Fund | 0.82% | -0.25% | -0.50% | 5.68% | 19.69% | 6.02% | 39.36% | 90.05% |
Lazy Portfolio: Bogleheads Four Fund | 0.80% | -0.27% | -0.38% | 5.85% | 19.77% | 6.64% | 39.46% | 91.42% |
Lazy Portfolio: 60/40 US Stock Bonds | 0.86% | -0.44% | 0.03% | 6.53% | 22.63% | 9.72% | 51.05% | 117.29% |
Lazy Portfolio: Rick Ferri Core Four | 0.82% | -0.17% | -0.61% | 5.18% | 18.72% | 3.78% | 33.38% | 78.51% |
Lazy Portfolio: Bill Schultheis Coffeehouse | 0.88% | 0.05% | -0.10% | 5.08% | 19.22% | 4.06% | 32.53% | 77.87% |
Lazy Portfolio: William Bernstein's Coward | 0.75% | -0.10% | -0.03% | 5.37% | 17.70% | 8.45% | 36.29% | 78.74% |
Lazy Portfolio: Harry Brown Permanent | 0.49% | -0.32% | 0.68% | 5.65% | 20.73% | 7.85% | 34.07% | 74.23% |
Asset Class: US Total Mkt Equities | 1.27% | -0.62% | 0.98% | 11.51% | 33.37% | 22.41% | 95.46% | 221.87% |
Asset Class: Developed Markets Ex-US Equities | 1.05% | 0.20% | -1.91% | 6.05% | 17.53% | 4.37% | 34.60% | 72.66% |
Asset Class: US Real Estate Equities | 1.33% | 0.03% | 0.97% | 6.22% | 27.34% | -4.43% | 23.48% | 76.69% |
Asset Class: Emerging Mkts Equities | 1.36% | 0.38% | -1.82% | 10.88% | 19.22% | -4.89% | 14.51% | 35.97% |
Asset Class: International Ex-US Mkts Equities | 1.09% | 0.34% | -1.69% | 7.26% | 18.57% | 3.58% | 31.88% | 65.64% |
Asset Class: US Large Cap Blend Equities | 1.20% | -0.87% | 0.61% | 11.18% | 33.34% | 27.95% | 101.07% | 237.76% |
Asset Class: US Large Cap Value Equities | 1.06% | 0.09% | 0.04% | 8.24% | 27.28% | 27.78% | 67.93% | 165.58% |
Asset Class: US Small Cap Blend Equities | 1.68% | 0.78% | 2.43% | 11.90% | 31.03% | 5.04% | 61.63% | 141.18% |
Asset Class: US Small Cap Value Equities | 1.50% | 0.77% | 2.29% | 10.54% | 29.45% | 15.28% | 66.01% | 135.87% |
Asset Class: Europe Developed Markets Equities | 0.70% | -0.43% | -1.88% | 3.92% | 18.44% | 5.39% | 37.79% | 70.89% |
Asset Class: Pacific Developed Markets Equities | 1.43% | 0.86% | -2.72% | 7.15% | 13.01% | -0.21% | 22.54% | 65.07% |
Asset Class: Long-Term US Treasuries | 0.53% | 0.77% | -2.37% | -3.30% | 8.57% | -33.39% | -24.30% | -2.96% |
Asset Class: Intermediate-Term US Treasuries | 0.05% | -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 TIPS | 0.09% | -0.17% | -1.29% | 0.02% | 4.23% | -8.02% | 8.37% | 19.65% |
Asset Class: US Total Bond Mkt | 0.25% | -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-US | 0.02% | -0.38% | -0.36% | 0.48% | 7.17% | -4.47% | -1.31% | 20.37% |
Asset Class: Gold | 0.21% | -1.05% | 4.58% | 14.98% | 38.41% | 49.90% | 84.62% | 127.82% |