Asset Classes
Updated: Apr 24, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| US Total Mkt Equities | 2.11% | 3.96% | -3.23% | -10.40% | 8.71% | 30.62% | 104.19% | 191.61% |
| Developed Markets Ex-US Equities | 1.28% | 3.07% | 0.93% | 5.06% | 10.72% | 26.16% | 75.07% | 67.46% |
| US Real Estate Equities | 0.37% | 0.37% | -2.97% | -2.92% | 12.64% | -10.00% | 44.66% | 57.59% |
| Emerging Mkts Equities | 1.16% | 3.84% | -2.40% | 1.35% | 9.79% | 11.48% | 36.41% | 23.42% |
| International Ex-US Mkts Equities | 1.28% | 3.25% | 0.09% | 3.96% | 10.82% | 23.31% | 67.66% | 58.72% |
| US Growth Equities | 2.90% | 5.33% | -2.41% | -12.41% | 12.62% | 43.38% | 117.73% | 269.24% |
| US Large Cap Blend Equities | 2.10% | 3.83% | -3.26% | -9.80% | 9.56% | 33.40% | 108.21% | 209.01% |
| US Large Cap Value Equities | 1.06% | 2.05% | -3.91% | -6.29% | 6.71% | 22.55% | 93.91% | 150.18% |
| US Small Cap Blend Equities | 2.31% | 4.00% | -4.33% | -14.13% | 0.88% | 11.01% | 85.77% | 104.30% |
| US Small Cap Value Equities | 2.01% | 3.83% | -4.20% | -12.42% | 0.39% | 12.38% | 113.32% | 101.18% |
| Europe Developed Markets Equities | 1.31% | 3.05% | 1.08% | 7.65% | 12.84% | 32.80% | 87.84% | 72.81% |
| Pacific Developed Markets Equities | 1.21% | 3.26% | 0.52% | 2.68% | 6.19% | 18.14% | 50.29% | 51.34% |
| Long-Term US Treasuries | 1.05% | 0.81% | -0.39% | 2.20% | 3.98% | -19.12% | -40.85% | -11.72% |
| Intermediate-Term US Treasuries | 0.54% | 0.18% | 0.87% | 3.52% | 7.35% | 0.37% | -13.47% | 7.35% |
| 3-7 Year Treasuries | 0.34% | 0.07% | 0.99% | 3.07% | 7.33% | 6.25% | -2.86% | 13.07% |
| Short-Term US Treasuries | 0.12% | 0.02% | 0.64% | 1.75% | 5.97% | 9.16% | 5.55% | 14.73% |
| US TIPS | 0.53% | 0.68% | 0.35% | 2.84% | 7.14% | 0.99% | 6.93% | 23.58% |
| US Total Bond Mkt | 0.57% | 0.40% | 0.38% | 2.21% | 6.89% | 4.59% | -4.07% | 14.74% |
| US Short-Term Bonds | 0.24% | 0.09% | 0.68% | 2.13% | 6.73% | 9.84% | 5.83% | 18.69% |
| Total Bond Mkt Ex-US | 0.43% | 0.39% | 1.87% | 1.79% | 6.61% | 7.08% | 0.88% | 19.94% |
| Gold | 1.48% | 0.65% | 9.29% | 20.51% | 43.73% | 74.82% | 282.06% | 442.05% |
| Broad Market Commodities | 0.90% | -0.23% | -4.22% | -4.27% | -4.51% | -12.12% | 121.30% | 35.38% |