Asset Classes
Updated: May 16, 2025
Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
---|---|---|---|---|---|---|---|---|
US Total Mkt Equities | 0.68% | 5.26% | 13.07% | -2.74% | 13.12% | 49.87% | 118.70% | 214.25% |
Developed Markets Ex-US Equities | 0.22% | 1.53% | 7.39% | 6.27% | 10.37% | 35.05% | 81.53% | 74.19% |
US Real Estate Equities | 1.24% | 1.28% | 3.98% | -0.43% | 10.83% | 4.69% | 58.48% | 67.14% |
Emerging Mkts Equities | -0.06% | 3.01% | 10.35% | 4.17% | 8.67% | 20.62% | 43.16% | 34.96% |
International Ex-US Mkts Equities | 0.12% | 2.03% | 8.11% | 5.68% | 10.45% | 32.37% | 74.46% | 66.57% |
US Growth Equities | 0.54% | 7.12% | 17.95% | -2.73% | 19.12% | 75.59% | 133.31% | 312.12% |
US Large Cap Blend Equities | 0.64% | 5.32% | 12.89% | -2.25% | 13.83% | 52.24% | 123.89% | 232.51% |
US Large Cap Value Equities | 0.97% | 3.02% | 7.01% | -1.84% | 8.49% | 30.75% | 107.79% | 157.91% |
US Small Cap Blend Equities | 1.08% | 5.08% | 13.39% | -4.96% | 5.62% | 27.96% | 96.73% | 121.00% |
US Small Cap Value Equities | 0.81% | 4.66% | 12.30% | -3.85% | 4.51% | 25.11% | 132.49% | 115.62% |
Europe Developed Markets Equities | 0.24% | 1.63% | 7.68% | 7.68% | 11.33% | 43.27% | 97.44% | 78.49% |
Pacific Developed Markets Equities | 0.18% | 1.08% | 6.98% | 4.51% | 6.82% | 24.37% | 53.51% | 59.25% |
Long-Term US Treasuries | 0.27% | -0.86% | -1.03% | -2.16% | -2.34% | -16.05% | -40.47% | -5.69% |
Intermediate-Term US Treasuries | 0.03% | -0.40% | -0.42% | 1.65% | 4.37% | 0.76% | -13.90% | 9.39% |
3-7 Year Treasuries | 0.01% | -0.29% | -0.31% | 2.05% | 5.47% | 6.14% | -3.46% | 13.80% |
Short-Term US Treasuries | -0.02% | -0.11% | -0.11% | 1.33% | 5.20% | 8.95% | 5.26% | 14.67% |
US TIPS | 0.17% | -0.18% | 0.35% | 1.39% | 5.07% | 2.57% | 6.88% | 26.51% |
US Total Bond Mkt | 0.07% | -0.12% | 0.09% | 0.89% | 4.48% | 5.68% | -4.32% | 16.27% |
US Short-Term Bonds | -0.01% | -0.13% | -0.02% | 1.57% | 5.70% | 9.75% | 5.30% | 18.87% |
Total Bond Mkt Ex-US | 0.04% | -0.22% | -0.17% | 0.40% | 4.78% | 7.71% | 0.07% | 21.69% |
Gold | -1.20% | -4.09% | -3.88% | 10.54% | 33.87% | 74.44% | 261.13% | 415.41% |
Broad Market Commodities | -0.38% | 0.33% | -0.84% | -5.57% | -4.93% | -16.47% | 110.13% | 34.48% |