Portfolio Crunch

Portfolio Crunch

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.

All Portfolios

Last Update: Jul 18, 2024
Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Lazy Portfolio: David Swensen Unconventional Success-0.71%0.19%2.71%7.94%9.72%5.33%37.44%83.40%
Lazy Portfolio: Bogleheads Three Fund-0.64%-0.32%1.50%6.98%11.51%8.61%40.60%87.25%
Lazy Portfolio: Bogleheads Four Fund-0.63%-0.29%1.48%6.75%11.76%9.06%40.30%88.46%
Lazy Portfolio: 60/40 US Stock Bonds-0.63%-0.17%1.47%7.92%13.89%13.17%51.40%117.03%
Lazy Portfolio: Rick Ferri Core Four-0.65%-0.18%1.84%6.86%10.12%5.78%34.79%75.46%
Lazy Portfolio: Bill Schultheis Coffeehouse-0.71%0.79%2.87%6.40%9.02%6.34%33.25%76.45%
Lazy Portfolio: William Bernstein's Coward-0.63%0.46%2.43%5.78%9.98%10.38%36.67%75.36%
Lazy Portfolio: Harry Brown Permanent-0.57%0.20%1.48%4.79%10.37%5.42%32.40%69.00%
Asset Class: US Total Mkt Equities-0.87%-0.39%1.86%11.20%21.44%29.74%93.75%217.83%
Asset Class: Developed Markets Ex-US Equities-0.98%-0.73%2.44%5.77%9.31%10.32%40.09%59.78%
Asset Class: US Real Estate Equities-0.88%2.48%7.50%12.59%6.54%-4.59%21.24%72.13%
Asset Class: Emerging Mkts Equities-0.94%-2.64%0.79%8.69%8.14%-12.53%12.07%20.38%
Asset Class: International Ex-US Mkts Equities-0.96%-1.14%2.03%6.48%9.55%5.70%34.63%51.03%
Asset Class: US Large Cap Blend Equities-0.75%-0.67%1.36%11.57%22.74%35.65%100.80%235.30%
Asset Class: US Large Cap Value Equities-0.81%1.77%3.08%6.61%17.15%32.60%68.43%161.10%
Asset Class: US Small Cap Blend Equities-1.51%2.01%5.32%7.92%11.26%12.40%56.26%132.54%
Asset Class: US Small Cap Value Equities-1.20%2.85%6.04%7.52%13.27%25.74%64.31%128.80%
Asset Class: Europe Developed Markets Equities-0.82%-0.87%0.71%5.26%9.16%13.50%43.83%57.09%
Asset Class: Pacific Developed Markets Equities-1.28%-0.90%3.81%6.49%8.79%3.39%31.28%58.12%
Asset Class: Long-Term US Treasuries-0.76%-0.07%-0.20%4.84%-6.60%-33.52%-20.96%2.76%
Asset Class: Intermediate-Term US Treasuries-0.28%0.14%0.89%3.42%0.06%-14.56%-5.83%9.81%
Asset Class: Short-Term US Treasuries-0.05%0.15%0.76%0.97%3.55%0.28%4.34%10.16%
Asset Class: US TIPS-0.22%0.21%0.76%1.69%1.35%-6.38%8.79%17.75%
Asset Class: US Total Bond Mkt-0.26%0.16%0.88%2.99%2.58%-9.39%-0.49%14.70%
Asset Class: US Short-Term Bonds-0.09%0.14%0.86%1.69%4.02%-0.90%5.13%14.54%
Asset Class: Total Bond Mkt Ex-US-0.12%0.41%0.72%1.13%4.69%-6.34%-2.03%21.17%
Asset Class: Gold-0.62%1.14%3.52%2.24%23.13%33.76%69.05%81.39%


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