Asset Classes
Total Return by Period
Updated: Aug 29, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| US Total Mkt Equities | -0.59% | 0.01% | 4.08% | 10.08% | 16.92% | 66.00% | 92.15% | 279.33% |
| Developed Markets Ex-US Equities | -0.51% | -1.43% | 4.80% | 6.42% | 15.85% | 58.07% | 62.07% | 117.98% |
| US Real Estate Equities | 0.55% | 0.07% | 3.73% | 4.24% | 1.71% | 11.82% | 34.64% | 89.51% |
| Emerging Mkts Equities | -0.48% | -1.52% | 3.44% | 10.53% | 18.34% | 36.79% | 22.73% | 91.56% |
| International Ex-US Mkts Equities | -0.45% | -1.35% | 4.59% | 7.34% | 16.54% | 52.77% | 53.76% | 113.59% |
| US Growth Equities | -1.16% | 0.04% | 3.05% | 11.13% | 23.87% | 93.32% | 97.36% | 397.54% |
| US Large Cap Blend Equities | -0.58% | -0.02% | 3.79% | 9.79% | 17.08% | 69.15% | 97.83% | 300.85% |
| US Large Cap Value Equities | 0.04% | -0.15% | 4.39% | 7.46% | 9.43% | 45.05% | 90.39% | 207.09% |
| US Small Cap Blend Equities | -0.41% | 0.04% | 6.28% | 11.00% | 10.43% | 38.50% | 69.74% | 164.16% |
| US Small Cap Value Equities | -0.10% | -0.16% | 6.85% | 10.97% | 8.26% | 38.28% | 97.36% | 160.88% |
| Europe Developed Markets Equities | -0.44% | -2.11% | 4.31% | 3.77% | 14.56% | 66.96% | 67.86% | 114.69% |
| Pacific Developed Markets Equities | -0.99% | -1.44% | 5.00% | 9.15% | 14.32% | 46.06% | 45.30% | 110.25% |
| Long-Term US Treasuries | -0.71% | -0.52% | -1.39% | 1.12% | -7.73% | -14.54% | -37.88% | -8.06% |
| Intermediate-Term US Treasuries | -0.08% | 0.40% | 0.49% | 2.32% | 2.13% | 4.06% | -11.24% | 10.94% |
| 3-7 Year Treasuries | 0.07% | 0.38% | 0.57% | 1.87% | 3.81% | 9.72% | -1.31% | 15.69% |
| Short-Term US Treasuries | 0.08% | 0.16% | 0.39% | 1.05% | 3.91% | 11.08% | 6.64% | 16.12% |
| US TIPS | -0.11% | 0.23% | 0.91% | 2.32% | 4.10% | 5.49% | 5.56% | 31.04% |
| US Total Bond Mkt | -0.12% | 0.08% | 0.61% | 2.40% | 2.84% | 9.01% | -3.28% | 19.35% |
| US Short-Term Bonds | 0.06% | 0.22% | 0.80% | 1.76% | 4.68% | 12.85% | 6.70% | 21.26% |
| Total Bond Mkt Ex-US | 0.00% | 0.06% | 0.00% | 0.36% | 3.36% | 11.23% | -0.17% | 23.25% |
| Gold | 0.95% | 2.39% | 2.86% | 4.73% | 36.71% | 99.02% | 247.57% | 490.74% |
| Broad Market Commodities | 0.14% | 0.59% | 0.54% | 6.37% | 4.60% | -6.09% | 82.05% | 67.35% |