Asset Classes
Updated: Jul 01, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| US Total Mkt Equities | 0.30% | 1.71% | 3.91% | 9.68% | 14.89% | 66.59% | 106.61% | 234.22% |
| Developed Markets Ex-US Equities | -0.07% | 1.46% | 2.87% | 12.24% | 18.69% | 52.67% | 68.67% | 90.87% |
| US Real Estate Equities | 0.73% | -0.92% | 1.48% | -0.61% | 12.37% | 9.58% | 35.19% | 75.76% |
| Emerging Mkts Equities | 0.19% | 0.86% | 6.14% | 11.16% | 16.29% | 30.73% | 31.02% | 51.73% |
| International Ex-US Mkts Equities | 0.03% | 1.42% | 3.41% | 11.46% | 18.12% | 47.07% | 60.62% | 82.68% |
| US Growth Equities | -0.90% | 1.43% | 3.65% | 15.16% | 15.73% | 95.98% | 116.89% | 338.86% |
| US Large Cap Blend Equities | 0.26% | 1.80% | 3.93% | 9.75% | 14.77% | 69.16% | 112.97% | 254.32% |
| US Large Cap Value Equities | 1.57% | 2.05% | 4.02% | 3.60% | 14.26% | 44.25% | 101.39% | 174.26% |
| US Small Cap Blend Equities | 1.37% | 1.72% | 4.04% | 6.28% | 12.32% | 40.46% | 76.64% | 129.89% |
| US Small Cap Value Equities | 2.29% | 2.59% | 4.62% | 5.18% | 12.25% | 39.50% | 107.51% | 126.41% |
| Europe Developed Markets Equities | 0.08% | 1.48% | 2.40% | 11.44% | 19.26% | 61.56% | 77.93% | 95.74% |
| Pacific Developed Markets Equities | -0.30% | 1.56% | 3.30% | 13.15% | 14.56% | 40.78% | 46.93% | 74.64% |
| Long-Term US Treasuries | -0.12% | 0.85% | 3.68% | -2.89% | 2.15% | -15.13% | -37.97% | -1.63% |
| Intermediate-Term US Treasuries | -0.50% | 0.03% | 1.53% | 0.63% | 6.71% | 1.35% | -12.46% | 11.86% |
| 3-7 Year Treasuries | -0.50% | -0.13% | 0.86% | 1.12% | 6.73% | 6.64% | -2.44% | 15.05% |
| Short-Term US Treasuries | -0.42% | -0.25% | 0.27% | 0.75% | 5.56% | 9.44% | 5.73% | 15.00% |
| US TIPS | -0.40% | 0.07% | 0.97% | 0.12% | 6.10% | 4.96% | 6.22% | 27.52% |
| US Total Bond Mkt | -0.39% | 0.08% | 1.45% | 0.60% | 6.55% | 6.89% | -4.48% | 18.63% |
| US Short-Term Bonds | -0.44% | -0.24% | 0.45% | 1.00% | 6.33% | 10.56% | 5.40% | 19.70% |
| Total Bond Mkt Ex-US | -0.12% | -0.04% | 0.30% | 1.72% | 6.57% | 10.41% | 0.03% | 24.60% |
| Gold | 0.90% | 0.38% | -0.49% | 6.73% | 42.81% | 83.44% | 270.99% | 458.30% |
| Broad Market Commodities | 0.55% | 0.32% | 2.19% | -3.18% | -1.86% | -9.00% | 95.48% | 41.22% |