Asset Class Performance
Last Update: Apr 02, 2025
Buy and hold, no rebalancing or taxes.
Buy and hold, no rebalancing or taxes.
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Asset Class: US Total Mkt Equities | 0.79% | -0.79% | -2.92% | -3.56% | 9.48% | 27.29% | 142.67% | 207.06% |
| Asset Class: Developed Markets Ex-US Equities | 0.27% | -1.20% | -2.16% | 7.69% | 6.29% | 16.39% | 86.78% | 70.93% |
| Asset Class: US Real Estate Equities | 0.61% | 1.19% | -2.35% | 4.28% | 13.03% | -6.73% | 70.71% | 60.47% |
| Asset Class: Emerging Mkts Equities | 0.14% | -1.08% | -1.30% | 5.12% | 8.93% | 3.02% | 47.87% | 32.80% |
| Asset Class: International Ex-US Mkts Equities | 0.26% | -1.06% | -1.91% | 6.46% | 7.57% | 14.08% | 79.86% | 64.28% |
| Asset Class: US Growth Equities | 0.83% | -1.37% | -5.37% | -7.77% | 10.92% | 33.20% | 158.61% | 284.47% |
| Asset Class: US Large Cap Blend Equities | 0.60% | -0.71% | -2.92% | -3.11% | 10.26% | 30.46% | 145.55% | 227.22% |
| Asset Class: US Large Cap Value Equities | 0.55% | 0.04% | -0.04% | 3.10% | 10.03% | 26.02% | 128.12% | 168.44% |
| Asset Class: US Small Cap Blend Equities | 1.60% | -0.64% | -1.93% | -5.44% | 2.76% | 10.62% | 128.88% | 114.84% |
| Asset Class: US Small Cap Value Equities | 1.54% | -0.09% | -0.54% | -3.35% | 3.34% | 14.56% | 159.59% | 113.03% |
| Asset Class: Europe Developed Markets Equities | 0.33% | -0.73% | -2.98% | 12.22% | 9.52% | 24.19% | 99.69% | 76.05% |
| Asset Class: Pacific Developed Markets Equities | -0.04% | -2.47% | -2.46% | 2.77% | -0.17% | 6.98% | 59.99% | 55.22% |
| Asset Class: Long-Term US Treasuries | 0.29% | 2.90% | 1.16% | 5.48% | 3.46% | -23.28% | -38.01% | -9.67% |
| Asset Class: Intermediate-Term US Treasuries | 0.22% | 1.27% | 1.11% | 4.00% | 5.92% | -2.15% | -12.94% | 7.89% |
| Asset Class: 3-7 Year Treasuries | 0.17% | 0.73% | 0.88% | 2.87% | 5.94% | 4.80% | -3.04% | 12.94% |
| Asset Class: Short-Term US Treasuries | 0.27% | 0.27% | 0.44% | 1.55% | 5.38% | 8.61% | 5.12% | 14.36% |
| Asset Class: US TIPS | 0.49% | 1.03% | 1.18% | 4.01% | 6.62% | 0.71% | 8.26% | 25.42% |
| Asset Class: US Total Bond Mkt | 0.25% | 0.95% | 0.66% | 2.98% | 5.99% | 2.30% | -1.76% | 15.46% |
| Asset Class: US Short-Term Bonds | 0.26% | 0.41% | 0.55% | 1.97% | 5.93% | 9.04% | 6.52% | 18.41% |
| Asset Class: Total Bond Mkt Ex-US | 0.20% | 0.63% | 0.65% | 0.07% | 4.27% | 3.61% | 1.17% | 18.67% |
| Asset Class: Gold | 0.15% | 3.57% | 6.85% | 17.45% | 36.81% | 61.33% | 279.59% | 407.31% |
| Asset Class: Broad Market Commodities | 0.62% | 2.03% | 3.57% | 4.91% | 2.41% | -4.09% | 120.29% | 49.72% |