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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 | -0.28% | 0.34% | 2.60% | 2.75% | 16.23% | 7.70% | 38.00% | 88.07% |
Lazy Portfolio: Bogleheads Three Fund | 0.02% | 0.65% | 2.87% | 3.39% | 16.70% | 11.68% | 41.19% | 92.11% |
Lazy Portfolio: Bogleheads Four Fund | 0.05% | 0.70% | 2.96% | 3.74% | 16.96% | 12.28% | 41.47% | 93.58% |
Lazy Portfolio: 60/40 US Stock Bonds | 0.02% | 0.58% | 4.29% | 5.62% | 20.99% | 16.97% | 54.56% | 122.18% |
Lazy Portfolio: Rick Ferri Core Four | -0.08% | 0.56% | 2.36% | 2.45% | 14.97% | 8.49% | 34.58% | 79.62% |
Lazy Portfolio: Bill Schultheis Coffeehouse | -0.32% | 0.04% | 3.43% | 3.50% | 16.02% | 10.08% | 34.32% | 80.49% |
Lazy Portfolio: William Bernstein's Coward | -0.24% | 0.09% | 2.81% | 3.46% | 15.34% | 14.08% | 38.09% | 80.83% |
Lazy Portfolio: Harry Brown Permanent | -0.29% | 0.58% | 1.14% | 2.83% | 15.88% | 9.26% | 32.80% | 72.73% |
Asset Class: US Total Mkt Equities | 0.19% | 0.83% | 6.62% | 10.29% | 32.64% | 35.07% | 103.22% | 232.03% |
Asset Class: Developed Markets Ex-US Equities | 0.10% | 1.23% | 0.14% | -2.19% | 10.49% | 9.72% | 33.87% | 68.17% |
Asset Class: US Real Estate Equities | -1.46% | -0.87% | 2.76% | 1.73% | 17.93% | -1.09% | 23.45% | 75.51% |
Asset Class: Emerging Mkts Equities | 0.39% | 0.28% | -2.93% | 2.16% | 11.42% | -5.20% | 13.38% | 31.29% |
Asset Class: International Ex-US Mkts Equities | 0.19% | 1.18% | -0.45% | -0.75% | 11.51% | 7.72% | 30.96% | 61.50% |
Asset Class: US Large Cap Blend Equities | 0.28% | 1.05% | 5.93% | 9.35% | 32.43% | 38.40% | 108.30% | 245.80% |
Asset Class: US Large Cap Value Equities | -0.66% | -0.30% | 5.19% | 5.66% | 26.65% | 37.42% | 74.01% | 170.46% |
Asset Class: US Small Cap Blend Equities | -0.22% | -0.63% | 9.73% | 14.28% | 31.14% | 24.64% | 71.86% | 158.14% |
Asset Class: US Small Cap Value Equities | -0.34% | -0.85% | 8.03% | 11.03% | 28.71% | 32.55% | 77.54% | 148.43% |
Asset Class: Europe Developed Markets Equities | 0.02% | 1.29% | -2.09% | -5.16% | 7.47% | 9.55% | 34.08% | 61.03% |
Asset Class: Pacific Developed Markets Equities | 0.42% | 1.72% | 1.94% | -1.05% | 10.41% | 5.09% | 24.58% | 67.02% |
Asset Class: Long-Term US Treasuries | -0.11% | 1.23% | 1.76% | -3.97% | 2.24% | -34.88% | -25.89% | -3.09% |
Asset Class: Intermediate-Term US Treasuries | -0.32% | 0.30% | 0.76% | -2.60% | 2.01% | -13.67% | -8.19% | 7.51% |
Asset Class: Short-Term US Treasuries | -0.33% | -0.15% | -0.07% | -0.67% | 1.75% | 0.90% | 3.48% | 10.02% |
Asset Class: US TIPS | -0.23% | 0.14% | 0.53% | -0.50% | 2.94% | -7.78% | 7.70% | 21.83% |
Asset Class: US Total Bond Mkt | -0.24% | 0.22% | 0.81% | -1.38% | 3.43% | -8.28% | -2.43% | 14.07% |
Asset Class: US Short-Term Bonds | -0.32% | -0.01% | 0.08% | -0.78% | 2.69% | 0.46% | 4.24% | 14.68% |
Asset Class: Total Bond Mkt Ex-US | 0.00% | 0.60% | 1.55% | 1.55% | 5.62% | -3.32% | -0.32% | 21.74% |
Asset Class: Gold | -0.92% | 0.40% | -3.69% | 5.73% | 26.98% | 46.74% | 76.67% | 115.71% |