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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 | 0.27% | -0.12% | -0.68% | 0.78% | 16.58% | 3.39% | 36.28% | 84.97% |
Lazy Portfolio: Bogleheads Three Fund | 0.26% | -0.42% | -0.34% | 0.62% | 16.37% | 7.00% | 39.48% | 88.30% |
Lazy Portfolio: Bogleheads Four Fund | 0.24% | -0.42% | -0.23% | 0.94% | 16.54% | 7.63% | 39.76% | 89.83% |
Lazy Portfolio: 60/40 US Stock Bonds | 0.35% | -0.62% | 0.70% | 2.46% | 20.39% | 11.83% | 52.48% | 117.73% |
Lazy Portfolio: Rick Ferri Core Four | 0.25% | -0.26% | -0.71% | 0.07% | 14.95% | 4.29% | 33.03% | 76.28% |
Lazy Portfolio: Bill Schultheis Coffeehouse | 0.15% | -0.41% | 0.07% | 1.31% | 16.37% | 5.48% | 32.53% | 77.06% |
Lazy Portfolio: William Bernstein's Coward | 0.06% | -0.44% | -0.02% | 1.53% | 15.39% | 9.55% | 36.82% | 77.48% |
Lazy Portfolio: Harry Brown Permanent | 0.47% | 0.10% | -1.16% | 0.44% | 17.09% | 6.32% | 31.59% | 70.38% |
Asset Class: US Total Mkt Equities | 0.46% | -1.19% | 1.80% | 5.91% | 31.26% | 26.07% | 99.21% | 225.39% |
Asset Class: Developed Markets Ex-US Equities | -0.12% | -0.22% | -3.29% | -4.68% | 9.92% | 3.07% | 31.75% | 65.21% |
Asset Class: US Real Estate Equities | 0.49% | 0.91% | -0.84% | 2.67% | 21.62% | -4.38% | 22.14% | 75.36% |
Asset Class: Emerging Mkts Equities | -0.07% | -0.14% | -4.59% | -0.57% | 11.03% | -8.96% | 12.70% | 26.41% |
Asset Class: International Ex-US Mkts Equities | 0.03% | -0.21% | -3.43% | -3.21% | 10.96% | 1.67% | 29.32% | 57.59% |
Asset Class: US Large Cap Blend Equities | 0.36% | -1.10% | 1.22% | 5.32% | 30.93% | 30.90% | 104.62% | 240.31% |
Asset Class: US Large Cap Value Equities | -0.39% | -0.85% | 0.23% | 4.33% | 26.28% | 31.85% | 70.27% | 165.82% |
Asset Class: US Small Cap Blend Equities | 0.47% | -1.85% | 4.32% | 8.31% | 29.90% | 11.50% | 66.37% | 147.31% |
Asset Class: US Small Cap Value Equities | -0.20% | -1.97% | 3.13% | 6.83% | 28.02% | 20.57% | 72.09% | 140.22% |
Asset Class: Europe Developed Markets Equities | -0.31% | -0.48% | -5.45% | -7.38% | 7.31% | 2.85% | 32.34% | 59.35% |
Asset Class: Pacific Developed Markets Equities | 0.11% | 0.03% | -1.28% | -4.15% | 8.93% | -0.80% | 22.18% | 61.90% |
Asset Class: Long-Term US Treasuries | 0.51% | 0.04% | -1.75% | -8.13% | 1.72% | -34.46% | -28.23% | -5.37% |
Asset Class: Intermediate-Term US Treasuries | 0.21% | 0.41% | -1.45% | -4.15% | 2.54% | -13.55% | -9.30% | 6.25% |
Asset Class: Short-Term US Treasuries | 0.00% | 0.18% | -0.46% | -0.79% | 2.54% | 0.91% | 3.60% | 9.88% |
Asset Class: US TIPS | 0.16% | 0.22% | -0.77% | -1.15% | 3.28% | -8.62% | 7.44% | 20.07% |
Asset Class: US Total Bond Mkt | 0.18% | 0.23% | -0.94% | -2.73% | 4.23% | -8.57% | -3.18% | 12.91% |
Asset Class: US Short-Term Bonds | 0.04% | 0.23% | -0.56% | -1.00% | 3.54% | 0.32% | 4.24% | 14.28% |
Asset Class: Total Bond Mkt Ex-US | 0.00% | 0.24% | -0.04% | -0.08% | 5.66% | -4.18% | -1.49% | 20.28% |
Asset Class: Gold | 0.91% | 1.34% | -4.20% | 4.80% | 32.88% | 41.51% | 77.63% | 114.03% |