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: Oct 04, 2024
Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Lazy Portfolio: David Swensen Unconventional Success0.08%-0.88%2.71%5.52%24.11%9.11%40.41%97.19%
Lazy Portfolio: Bogleheads Three Fund0.28%-0.65%3.11%3.48%22.89%11.67%44.47%96.74%
Lazy Portfolio: Bogleheads Four Fund0.32%-0.53%3.26%3.51%22.86%12.19%44.32%98.01%
Lazy Portfolio: 60/40 US Stock Bonds0.32%-0.45%3.19%3.30%24.92%15.48%54.78%125.03%
Lazy Portfolio: Rick Ferri Core Four0.18%-0.79%2.73%4.12%22.19%9.31%38.22%85.60%
Lazy Portfolio: Bill Schultheis Coffeehouse0.16%-0.83%2.27%6.04%21.80%8.97%36.21%86.62%
Lazy Portfolio: William Bernstein's Coward0.30%-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 Equities0.97%0.25%6.12%3.90%35.34%31.34%102.76%236.52%
Asset Class: Developed Markets Ex-US Equities0.60%-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 Equities0.92%0.77%12.42%7.66%28.38%0.43%27.59%40.04%
Asset Class: International Ex-US Mkts Equities0.76%-0.72%5.71%4.83%25.35%11.17%44.61%71.38%
Asset Class: US Large Cap Blend Equities0.92%0.24%6.03%3.29%36.02%37.56%109.21%253.00%
Asset Class: US Large Cap Value Equities0.78%0.38%4.30%8.90%30.88%35.40%78.48%180.14%
Asset Class: US Small Cap Blend Equities1.23%-0.19%6.47%9.29%29.74%11.55%66.43%154.40%
Asset Class: US Small Cap Value Equities1.10%-0.46%5.16%10.85%30.17%22.14%73.63%150.64%
Asset Class: Europe Developed Markets Equities0.55%-2.80%1.93%1.87%23.92%14.61%51.76%76.85%
Asset Class: Pacific Developed Markets Equities0.81%-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%


Subscribe to our Newsletter

Get information on new features, updates, and more. We respect your privacy. And we will never spam you. Unsubscribe at any time.