Asset Class Performance
Last Update: Apr 02, 2025
Buy and hold, no rebalancing or taxes.
Buy and hold, no rebalancing or taxes.
| Category | Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Class | 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 | 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 | 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 | 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 | 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 | Asset Class: US Growth Equities | 32.69% | 46.84% | -33.16% | 27.34% | 40.23% | 37.02% | -3.32% | 27.73% | 6.28% | 3.26% |
| Asset Class | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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% |