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
No Taxes, No Rebalancing. Last Update: Feb 21, 2025
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 9.10% | 14.44% | -18.52% | 17.60% | 10.85% | 21.67% | -5.75% | 13.92% | 7.41% | -0.25% |
| Ray Dalio All Weather Portfolio | 6.29% | 10.07% | -18.41% | 15.47% | 16.09% | 17.93% | -2.95% | 11.57% | 6.67% | -3.30% |
| Golden Butterfly Portfolio | 11.72% | 12.41% | -12.99% | 28.07% | 14.81% | 17.77% | -3.79% | 11.03% | 9.63% | -3.25% |
| Couch Potato Portfolio | 12.68% | 14.88% | -15.87% | 15.63% | 16.06% | 19.44% | -3.27% | 11.99% | 8.77% | -0.68% |
| Bogleheads Three Fund Portfolio | 11.06% | 15.81% | -16.24% | 11.26% | 13.81% | 20.09% | -5.00% | 15.30% | 7.13% | -0.42% |
| Bogleheads Four Fund Portfolio | 11.33% | 16.19% | -16.20% | 11.21% | 13.41% | 19.99% | -4.65% | 15.16% | 7.38% | -0.35% |
| 60/40 Portfolio | 14.79% | 17.86% | -16.96% | 14.59% | 15.84% | 21.85% | -3.10% | 14.07% | 8.75% | 0.47% |
| Rick Ferri Core Four Portfolio | 9.19% | 14.54% | -16.51% | 11.47% | 11.85% | 19.62% | -5.40% | 14.57% | 6.56% | -0.48% |
| Bill Schultheis Coffeehouse Portfolio | 8.26% | 12.02% | -14.20% | 14.20% | 8.47% | 19.24% | -5.14% | 11.29% | 9.62% | -0.73% |
| William Bernstein's Coward Portfolio | 9.37% | 12.14% | -11.07% | 12.42% | 8.75% | 17.21% | -4.95% | 12.17% | 8.76% | -0.99% |
| Harry Brown Permanent Portfolio | 11.59% | 11.46% | -13.85% | 28.08% | 16.92% | 16.54% | -1.72% | 10.83% | 5.84% | -2.87% |
| Asset Class: US Total Mkt Equities | 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% | 0.38% |
| Asset Class: Developed Markets Ex-US Equities | 3.14% | 17.92% | -15.35% | 11.65% | 9.70% | 22.61% | -14.76% | 26.41% | 2.66% | -0.33% |
| Asset Class: US Real Estate Equities | 4.81% | 11.77% | -26.24% | 40.50% | -4.64% | 28.86% | -6.02% | 4.88% | 8.60% | 2.44% |
| Asset Class: Emerging Mkts Equities | 6.53% | 8.95% | -20.55% | -3.61% | 17.02% | 18.16% | -15.29% | 37.27% | 10.87% | -16.19% |
| Asset Class: International Ex-US Mkts Equities | 5.07% | 15.86% | -16.08% | 8.98% | 10.67% | 21.75% | -14.44% | 27.44% | 4.79% | -4.15% |
| Asset Class: US Large Cap Blend Equities | 24.97% | 26.31% | -18.18% | 28.78% | 18.31% | 31.37% | -4.50% | 21.77% | 12.17% | 1.32% |
| Asset Class: US Large Cap Value Equities | 15.94% | 9.32% | -2.08% | 26.49% | 2.29% | 25.64% | -5.46% | 17.14% | 17.12% | -0.98% |
| Asset Class: US Small Cap Blend Equities | 14.17% | 18.22% | -17.51% | 17.55% | 19.19% | 27.32% | -9.34% | 16.26% | 18.43% | -3.73% |
| Asset Class: US Small Cap Value Equities | 12.38% | 16.00% | -9.37% | 28.03% | 5.89% | 22.75% | -12.27% | 11.80% | 24.88% | -4.73% |
| Asset Class: Europe Developed Markets Equities | 1.88% | 20.20% | -15.99% | 16.87% | 5.39% | 24.82% | -14.89% | 26.99% | -0.39% | -1.88% |
| Asset Class: Pacific Developed Markets Equities | 1.67% | 15.56% | -15.20% | 1.11% | 16.67% | 18.15% | -14.42% | 28.86% | 5.35% | 2.05% |
| Asset Class: Long-Term US Treasuries | -8.06% | 2.78% | -31.24% | -4.61% | 18.15% | 14.12% | -1.61% | 9.17% | 1.17% | -1.77% |
| Asset Class: Intermediate-Term US Treasuries | -0.64% | 3.65% | -15.16% | -3.33% | 10.01% | 8.03% | 0.99% | 2.55% | 1.00% | 1.51% |
| Asset Class: 3-7 Year Treasuries | 1.81% | 4.42% | -9.51% | -2.54% | 6.95% | 5.70% | 1.36% | 1.22% | 1.22% | 1.64% |
| Asset Class: Short-Term US Treasuries | 3.91% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% | 0.82% | 0.43% |
| Asset Class: US TIPS | 1.65% | 3.81% | -12.24% | 5.67% | 10.83% | 8.35% | -1.42% | 2.92% | 4.68% | -1.75% |
| Asset Class: US Total Bond Mkt | 1.37% | 5.66% | -13.11% | -1.86% | 7.71% | 8.83% | -0.11% | 3.56% | 2.52% | 0.56% |
| Asset Class: US Short-Term Bonds | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% | 1.32% | 0.92% |
| Asset Class: Total Bond Mkt Ex-US | 3.56% | 8.77% | -12.76% | -2.28% | 4.65% | 7.86% | 2.81% | 2.39% | 4.61% | 1.19% |
| Asset Class: Gold | 26.85% | 12.84% | -0.63% | 92.00% | 25.03% | 17.98% | -1.76% | 12.91% | 8.31% | -10.58% |
| Asset Class: Broad Market Commodities | 2.15% | -6.26% | 19.34% | 41.36% | -7.84% | 11.83% | -11.64% | 4.86% | 18.56% | -27.59% |