Asset Classes
Updated: Jun 26, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| US Total Mkt Equities | 0.86% | 2.66% | 4.07% | 10.43% | 13.77% | 61.56% | 112.78% | 233.67% |
| Developed Markets Ex-US Equities | 1.09% | 1.84% | 2.54% | 11.09% | 18.15% | 49.13% | 70.96% | 90.66% |
| US Real Estate Equities | -1.06% | -1.80% | -1.18% | -1.61% | 10.39% | 6.51% | 38.60% | 74.59% |
| Emerging Mkts Equities | 0.67% | 3.61% | 5.75% | 11.37% | 16.74% | 27.86% | 35.47% | 54.44% |
| International Ex-US Mkts Equities | 0.99% | 2.20% | 2.99% | 10.57% | 17.75% | 43.79% | 63.68% | 82.82% |
| US Growth Equities | 0.79% | 3.36% | 4.88% | 17.08% | 15.72% | 89.16% | 126.96% | 343.29% |
| US Large Cap Blend Equities | 0.79% | 2.71% | 4.03% | 10.44% | 13.55% | 64.48% | 119.31% | 254.30% |
| US Large Cap Value Equities | 0.69% | 1.81% | 2.96% | 3.13% | 11.83% | 40.68% | 103.92% | 171.15% |
| US Small Cap Blend Equities | 1.36% | 2.43% | 3.46% | 6.91% | 10.61% | 35.51% | 80.43% | 127.40% |
| US Small Cap Value Equities | 1.33% | 2.56% | 2.87% | 5.23% | 9.61% | 34.48% | 110.60% | 122.11% |
| Europe Developed Markets Equities | 0.86% | 1.83% | 1.35% | 9.52% | 18.22% | 56.30% | 80.73% | 93.24% |
| Pacific Developed Markets Equities | 1.39% | 2.05% | 3.64% | 12.01% | 14.54% | 39.26% | 47.57% | 76.73% |
| Long-Term US Treasuries | 0.50% | 1.50% | 2.46% | -1.31% | -1.61% | -12.22% | -38.66% | -3.50% |
| Intermediate-Term US Treasuries | 0.36% | 1.16% | 1.76% | 1.55% | 5.66% | 4.42% | -12.24% | 11.82% |
| 3-7 Year Treasuries | 0.24% | 0.89% | 1.28% | 1.75% | 6.51% | 8.98% | -1.98% | 15.50% |
| Short-Term US Treasuries | 0.12% | 0.42% | 0.67% | 1.17% | 5.62% | 10.41% | 6.16% | 15.53% |
| US TIPS | 0.29% | 0.73% | 1.14% | 0.71% | 5.41% | 5.76% | 6.82% | 27.72% |
| US Total Bond Mkt | 0.29% | 0.93% | 1.54% | 1.24% | 5.60% | 8.92% | -3.76% | 18.80% |
| US Short-Term Bonds | 0.18% | 0.60% | 0.88% | 1.49% | 6.36% | 11.87% | 5.99% | 20.15% |
| Total Bond Mkt Ex-US | 0.10% | 0.12% | 0.42% | 2.00% | 6.00% | 12.46% | 0.04% | 24.46% |
| Gold | -0.08% | -1.07% | 0.42% | 8.03% | 44.50% | 81.35% | 270.94% | 451.36% |
| Broad Market Commodities | 0.37% | -5.32% | 4.13% | -1.26% | -0.59% | -11.95% | 101.95% | 42.13% |