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.
Asset Class Portfolios
No Taxes, No Rebalancing. Last Update: Feb 21, 2025
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |