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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 | 0.08% | -0.88% | 2.71% | 5.52% | 24.11% | 9.11% | 40.41% | 97.19% |
Lazy Portfolio: Bogleheads Three Fund | 0.28% | -0.65% | 3.11% | 3.48% | 22.89% | 11.67% | 44.47% | 96.74% |
Lazy Portfolio: Bogleheads Four Fund | 0.32% | -0.53% | 3.26% | 3.51% | 22.86% | 12.19% | 44.32% | 98.01% |
Lazy Portfolio: 60/40 US Stock Bonds | 0.32% | -0.45% | 3.19% | 3.30% | 24.92% | 15.48% | 54.78% | 125.03% |
Lazy Portfolio: Rick Ferri Core Four | 0.18% | -0.79% | 2.73% | 4.12% | 22.19% | 9.31% | 38.22% | 85.60% |
Lazy Portfolio: Bill Schultheis Coffeehouse | 0.16% | -0.83% | 2.27% | 6.04% | 21.80% | 8.97% | 36.21% | 86.62% |
Lazy Portfolio: William Bernstein's Coward | 0.30% | -0.57% | 2.90% | 4.96% | 20.23% | 12.78% | 41.31% | 86.35% |
Lazy Portfolio: Harry Brown Permanent | -0.21% | -0.93% | 1.93% | 4.77% | 24.45% | 11.34% | 32.35% | 76.29% |
Asset Class: US Total Mkt Equities | 0.97% | 0.25% | 6.12% | 3.90% | 35.34% | 31.34% | 102.76% | 236.52% |
Asset Class: Developed Markets Ex-US Equities | 0.60% | -1.53% | 3.57% | 3.35% | 23.88% | 12.38% | 47.28% | 79.44% |
Asset Class: US Real Estate Equities | -0.48% | -1.60% | 0.17% | 13.89% | 31.00% | 2.25% | 20.34% | 93.56% |
Asset Class: Emerging Mkts Equities | 0.92% | 0.77% | 12.42% | 7.66% | 28.38% | 0.43% | 27.59% | 40.04% |
Asset Class: International Ex-US Mkts Equities | 0.76% | -0.72% | 5.71% | 4.83% | 25.35% | 11.17% | 44.61% | 71.38% |
Asset Class: US Large Cap Blend Equities | 0.92% | 0.24% | 6.03% | 3.29% | 36.02% | 37.56% | 109.21% | 253.00% |
Asset Class: US Large Cap Value Equities | 0.78% | 0.38% | 4.30% | 8.90% | 30.88% | 35.40% | 78.48% | 180.14% |
Asset Class: US Small Cap Blend Equities | 1.23% | -0.19% | 6.47% | 9.29% | 29.74% | 11.55% | 66.43% | 154.40% |
Asset Class: US Small Cap Value Equities | 1.10% | -0.46% | 5.16% | 10.85% | 30.17% | 22.14% | 73.63% | 150.64% |
Asset Class: Europe Developed Markets Equities | 0.55% | -2.80% | 1.93% | 1.87% | 23.92% | 14.61% | 51.76% | 76.85% |
Asset Class: Pacific Developed Markets Equities | 0.81% | -0.28% | 5.21% | 3.18% | 21.63% | 6.18% | 35.30% | 74.72% |
Asset Class: Long-Term US Treasuries | -1.23% | -3.06% | -4.03% | 3.23% | 13.48% | -28.57% | -27.50% | 0.55% |
Asset Class: Intermediate-Term US Treasuries | -0.96% | -1.95% | -1.92% | 2.45% | 8.23% | -11.15% | -8.23% | 10.05% |
Asset Class: Short-Term US Treasuries | -0.34% | -0.90% | -0.53% | 1.06% | 3.90% | 1.04% | 3.98% | 10.62% |
Asset Class: US TIPS | -0.68% | -1.04% | -0.09% | 2.21% | 7.52% | -5.51% | 8.42% | 21.82% |
Asset Class: US Total Bond Mkt | -0.66% | -1.50% | -1.20% | 2.42% | 9.25% | -6.70% | -1.93% | 15.50% |
Asset Class: US Short-Term Bonds | -0.46% | -1.00% | -0.62% | 1.59% | 5.65% | 0.47% | 4.77% | 15.44% |
Asset Class: Total Bond Mkt Ex-US | -0.24% | -0.52% | 0.08% | 2.62% | 9.00% | -3.16% | -2.58% | 21.38% |
Asset Class: Gold | -0.24% | -0.02% | 6.21% | 10.92% | 45.28% | 49.49% | 73.75% | 113.65% |