All Portfolios
Total Return by Period
Updated: Sep 12, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success Portfolio | -0.30% | 1.13% | 2.83% | 7.01% | 8.60% | 34.12% | 37.05% | 106.23% |
| Portfolio | Ray Dalio All Weather Portfolio | -0.20% | 1.28% | 3.55% | 5.99% | 6.56% | 24.50% | 20.20% | 83.35% |
| Portfolio | Golden Butterfly Portfolio | -0.29% | 0.78% | 3.80% | 6.48% | 13.29% | 43.38% | 46.11% | 118.35% |
| Portfolio | Couch Potato Portfolio | -0.14% | 0.80% | 2.10% | 7.16% | 11.60% | 37.92% | 49.77% | 128.13% |
| Portfolio | Bogleheads Three Fund Portfolio | -0.17% | 1.09% | 2.14% | 7.25% | 12.78% | 43.69% | 47.44% | 119.00% |
| Portfolio | Bogleheads Four Fund Portfolio | -0.18% | 1.04% | 2.01% | 6.91% | 12.79% | 43.85% | 48.10% | 119.81% |
| Portfolio | 60/40 Portfolio | -0.13% | 1.01% | 2.25% | 7.79% | 12.34% | 46.00% | 55.53% | 144.82% |
| Portfolio | Rick Ferri Core Four Portfolio | -0.19% | 1.04% | 2.17% | 6.86% | 11.66% | 39.91% | 42.56% | 105.72% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -0.36% | 0.59% | 2.41% | 6.38% | 9.05% | 31.24% | 43.72% | 99.43% |
| Portfolio | William Bernstein's Coward Portfolio | -0.26% | 0.61% | 1.78% | 5.83% | 10.29% | 33.73% | 49.02% | 97.72% |
| Portfolio | Harry Brown Permanent Portfolio | -0.09% | 1.06% | 4.15% | 5.70% | 14.30% | 43.69% | 63.07% | 149.30% |
| Asset Class | Gold | 0.22% | 1.36% | 9.12% | 6.09% | 42.14% | 112.57% | 270.24% | 543.67% |
| Asset Class | Agricultural Commodities | 0.33% | 1.25% | 1.63% | 2.00% | 14.72% | 45.36% | 102.28% | 46.41% |
| Asset Class | Industrial Metals | 0.84% | 2.93% | 4.46% | 10.10% | 9.65% | 21.09% | 50.10% | 82.14% |
| Asset Class | Commodities Broad Basket | 0.59% | 1.45% | 2.66% | -1.32% | 8.86% | -3.06% | 92.43% | 69.29% |
| Asset Class | US Dollar | 0.15% | -0.04% | 0.18% | 0.81% | 1.41% | 4.32% | 21.97% | 27.12% |
| Asset Class | US Equities | -0.14% | 1.49% | 2.48% | 10.78% | 19.34% | 71.21% | 106.02% | 273.24% |
| Asset Class | Europe Equities | -0.34% | 1.01% | 0.52% | 4.27% | 18.24% | 69.87% | 71.98% | 111.96% |
| Asset Class | Latin America Equities | -0.11% | 2.12% | 6.97% | 10.49% | 16.37% | 39.43% | 77.40% | 89.73% |
| Asset Class | Pacific Developed Equities | -0.37% | 2.42% | 2.38% | 11.43% | 19.79% | 56.76% | 50.59% | 111.13% |
| Asset Class | India Equities | -0.17% | 1.28% | 0.83% | -1.65% | -7.29% | 23.28% | 68.76% | 115.57% |
| Asset Class | China Equities | -0.61% | 4.09% | 5.61% | 12.24% | 62.10% | 54.49% | 7.20% | 42.86% |
| Asset Class | Emerging Markets Equities | -0.06% | 3.59% | 4.65% | 11.89% | 25.92% | 46.85% | 33.39% | 93.53% |
| Asset Class | Developed Markets Equities | -0.42% | 1.46% | 1.61% | 7.28% | 19.79% | 63.75% | 67.04% | 116.56% |
| Asset Class | US Real Estate Equities | -0.46% | 0.37% | 3.50% | 4.28% | -1.18% | 13.01% | 39.62% | 85.25% |
| Asset Class | Intl Real Estate Equities | -0.12% | 2.04% | 1.89% | 7.61% | 11.83% | 23.45% | 16.22% | 40.22% |
| Asset Class | Japan Equities | -0.69% | 2.00% | 0.76% | 10.53% | 17.66% | 66.07% | 50.66% | 713.59% |
| Asset Class | Singapore Equities | -0.48% | 1.68% | 4.58% | 14.73% | 40.72% | 81.45% | 95.25% | 319.05% |
| Asset Class | Taiwan Equities | 0.14% | 4.35% | 3.99% | 12.50% | 23.67% | 73.86% | 92.25% | 614.09% |
| Asset Class | Germany Equities | -0.19% | -0.07% | -2.98% | 1.19% | 30.73% | 100.10% | 55.79% | 98.13% |
| Asset Class | Brazil Equities | -0.07% | 1.35% | 6.49% | 8.67% | 9.53% | 22.81% | 45.15% | 108.64% |
| Asset Class | Greece Equities | 1.48% | 2.79% | -2.57% | 18.14% | 67.11% | 218.65% | 268.96% | 733.38% |
| Asset Class | Vietnam Equities | -0.45% | -0.18% | 1.76% | 36.90% | 40.49% | 19.26% | ||
| Asset Class | Spain Equities | 0.04% | 2.94% | 0.33% | 14.59% | 50.53% | 143.81% | 152.51% | 121.19% |
| Asset Class | Mexico Equities | 0.62% | 3.59% | 7.79% | 10.28% | 29.31% | 58.05% | 128.95% | 62.76% |
| Asset Class | United Kingdom Equities | -0.59% | 0.94% | 1.62% | 5.91% | 18.85% | 63.35% | 95.32% | 267.42% |
| Asset Class | France Equities | -0.09% | 2.19% | -0.91% | 3.86% | 14.82% | 58.76% | 72.99% | 128.37% |
| Asset Class | Canada Equities | -0.64% | 0.87% | 4.93% | 8.77% | 25.24% | 54.84% | 97.96% | 162.15% |
| Asset Class | Switzerland Equities | -0.84% | -1.07% | 2.11% | 2.71% | 11.06% | 44.30% | 45.69% | 116.27% |
| Asset Class | Australia Equities | -0.62% | 1.15% | 1.53% | 5.09% | 8.02% | 40.43% | 64.83% | 126.19% |
| Asset Class | Poland Equities | -0.98% | 0.44% | -3.50% | 9.99% | 44.71% | 194.01% | 115.12% | 86.94% |
| Asset Class | Turkey Equities | -0.15% | -3.18% | -5.75% | 6.56% | -8.87% | 49.10% | 85.80% | 18.51% |
| Asset Class | Indonesia Equities | 1.08% | -0.56% | -3.62% | -1.67% | -16.57% | -17.70% | 16.39% | 18.06% |
| Asset Class | South Africa Equities | 0.02% | 4.58% | 5.12% | 15.02% | 39.94% | 72.67% | 94.79% | 71.91% |
| Asset Class | Saudi Arabia Equities | -0.22% | -1.29% | -2.21% | 0.60% | -7.53% | -7.44% | 41.80% | |
| Asset Class | US Market Bonds | -0.12% | 0.40% | 1.87% | 3.56% | 2.91% | 12.60% | -2.24% | 21.26% |
| Asset Class | Developed Markets Bonds | -0.20% | 0.02% | 0.77% | 0.83% | 2.79% | 13.00% | -0.32% | 23.38% |
| Asset Class | Emerging Markets Bonds | -0.29% | 0.52% | 1.92% | 6.11% | 8.69% | 31.11% | 6.77% | 42.20% |
| Asset Class | Long-Term US Treasuries | -0.43% | 1.57% | 4.49% | 4.95% | -6.50% | -6.79% | -36.84% | -1.91% |
| Asset Class | Short-Term US Treasuries | -0.01% | 0.01% | 0.63% | 1.26% | 3.52% | 11.93% | 6.88% | 16.50% |
| Asset Class | US High Yield Bonds | -0.10% | 0.11% | 1.10% | 3.49% | 7.99% | 29.81% | 24.85% | 58.77% |
| Asset Class | US TIPS | -0.13% | 0.19% | 1.86% | 3.56% | 4.12% | 9.28% | 6.35% | 33.01% |
| Asset Class | US Municipal Bonds | -0.05% | 1.12% | 2.55% | 3.26% | 1.36% | 10.33% | 3.87% | 24.91% |
| Asset Class | US Corporate Bonds | -0.18% | 0.76% | 2.42% | 5.08% | 3.73% | 18.47% | -1.29% | 37.41% |
| Sector | Energy | -0.59% | 1.42% | 3.55% | 1.38% | 7.64% | 22.92% | 232.19% | 108.95% |
| Sector | Financials | -0.43% | 1.38% | 2.55% | 8.03% | 22.94% | 69.70% | 137.86% | 242.38% |
| Sector | Communication Services | 0.83% | 2.32% | 5.27% | 14.64% | 37.76% | 128.17% | 105.54% | |
| Sector | Consumer Discretionary | 0.52% | 1.50% | 4.19% | 12.91% | 25.78% | 54.50% | 69.75% | 250.79% |
| Sector | Consumer Staples | -0.34% | -0.68% | -2.07% | -0.11% | -1.20% | 21.03% | 41.34% | 120.17% |
| Sector | Health Care | -1.15% | 0.15% | 1.39% | 1.92% | -9.89% | 14.15% | 42.67% | 127.85% |
| Sector | Industrials | -0.80% | 0.43% | 0.76% | 6.56% | 18.92% | 71.99% | 110.47% | 247.13% |
| Sector | Materials | -1.00% | -0.30% | 1.83% | 5.42% | 1.75% | 27.96% | 55.40% | 163.61% |
| Sector | Real Estate | -0.45% | 0.40% | 2.47% | 1.99% | -2.48% | 12.75% | 40.90% | |
| Sector | Technology | -0.07% | 3.05% | 1.95% | 13.42% | 24.21% | 109.56% | 149.23% | 643.77% |
| Sector | Utilities | 0.51% | 2.43% | -0.14% | 5.70% | 13.61% | 23.30% | 69.16% | 182.01% |