Practical Insights for Smarter Investing

Understand what’s happening in markets so you can invest with confidence, adapt as conditions change and avoid costly mistakes.

Popular Portfolios Performance

Compare how popular diversified portfolios have behaved across multiple timeframes to understand their resilience in different market environments.

Total Return by Period

Updated: Mar 02, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
David Swensen Unconventional Success-0.58%0.31%2.61%4.38%12.28%29.75%19.19%66.54%
Ray Dalio All Weather-0.37%0.51%2.78%2.79%10.27%26.42%13.63%55.52%
Golden Butterfly-0.05%0.55%3.59%7.42%21.93%50.13%44.55%101.96%
Couch Potato-0.09%0.50%0.15%1.12%8.40%32.30%25.13%87.65%
Bogleheads Three Fund-0.57%-0.01%0.57%2.69%13.12%36.83%25.87%82.98%
Bogleheads Four Fund-0.55%0.01%0.57%2.52%12.80%36.84%26.06%82.87%
Sixty Forty-0.22%0.28%-0.18%0.86%9.79%39.23%32.59%104.94%
Rick Ferri Core Four-0.63%-0.05%1.18%3.38%13.35%33.02%21.20%68.23%
Bill Schultheis Coffeehouse-0.35%0.19%1.84%4.23%10.94%26.17%18.02%61.27%
William Bernstein's Coward-0.39%0.17%1.31%4.27%12.14%28.21%24.35%71.51%
Harry Brown Permanent-0.10%0.51%3.82%6.71%23.85%52.94%43.32%91.09%

Asset Classes Performance

See which major asset classes are gaining or losing strength so you can understand where risk and opportunity have been concentrated.

Total Return by Period

Updated: Mar 02, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Gold (GLD)1.29%1.81%14.72%26.54%86.12%184.07%205.07%306.50%
Commodities Broad Basket (DBC)2.83%4.28%9.64%12.12%17.32%5.52%54.00%96.27%
US Equities (VTI)0.10%0.79%-0.98%1.21%15.76%66.59%69.26%232.24%
Emerging Markets Equities (EEM)-1.73%-0.24%3.74%13.26%42.33%55.54%12.80%87.39%
Developed Markets Equities (VEA)-1.75%-0.25%3.84%12.28%35.13%52.78%41.94%95.11%
US Real Estate Equities (VNQ)0.25%1.10%6.75%6.62%2.16%10.35%10.38%20.11%
US Market Bonds (BND)-0.71%-0.44%0.99%0.43%1.33%3.84%-12.62%-8.71%
Long-Term US Treasuries (TLT)-1.33%-0.14%3.54%0.90%-3.05%-12.05%-35.78%-30.32%
Short-Term US Treasuries (SHY)-0.44%-0.30%0.13%0.00%0.23%2.54%-4.00%-2.30%
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