All Portfolios
Last Update: Apr 03, 2025
Buy and hold, no rebalancing or taxes.
Buy and hold, no rebalancing or taxes.
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success Portfolio | -2.36% | -2.03% | -2.49% | -0.68% | 6.03% | 6.23% | 64.52% | 80.86% |
| Portfolio | Ray Dalio All Weather Portfolio | -1.54% | 0.13% | -0.28% | 1.62% | 6.21% | 1.31% | 51.31% | 85.84% |
| Portfolio | Golden Butterfly Portfolio | -2.29% | -0.97% | -0.54% | 1.11% | 8.91% | 14.43% | 101.51% | 138.38% |
| Portfolio | Couch Potato Portfolio | -2.20% | -1.81% | -2.12% | -2.38% | 5.61% | 10.90% | 68.38% | 101.87% |
| Portfolio | Bogleheads Three Fund Portfolio | -2.21% | -2.07% | -2.55% | -1.65% | 5.15% | 11.42% | 65.28% | 88.50% |
| Portfolio | Bogleheads Four Fund Portfolio | -2.22% | -2.14% | -2.54% | -2.00% | 4.93% | 11.57% | 65.61% | 89.29% |
| Portfolio | 60/40 Portfolio | -2.81% | -2.43% | -3.14% | -4.32% | 4.94% | 13.21% | 76.06% | 113.45% |
| Portfolio | Rick Ferri Core Four Portfolio | -1.99% | -1.82% | -2.25% | -0.58% | 5.52% | 9.25% | 59.25% | 76.36% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -2.52% | -1.90% | -2.29% | -1.66% | 4.24% | 6.75% | 63.00% | 70.45% |
| Portfolio | William Bernstein's Coward Portfolio | -2.44% | -2.28% | -2.45% | -1.80% | 4.06% | 10.74% | 66.19% | 72.84% |
| Portfolio | Harry Brown Permanent Portfolio | -1.20% | 0.20% | 0.85% | 4.06% | 12.13% | 16.24% | 92.53% | 147.87% |
| Asset Class | US Total Mkt Equities | -5.03% | -5.05% | -6.06% | -9.61% | 3.81% | 19.86% | 130.46% | 189.61% |
| Asset Class | Developed Markets Ex-US Equities | -2.09% | -3.38% | -3.30% | 4.82% | 3.50% | 13.46% | 82.87% | 65.75% |
| Asset Class | US Real Estate Equities | -3.41% | -2.01% | -3.20% | -0.58% | 9.05% | -9.47% | 64.89% | 53.40% |
| Asset Class | Emerging Mkts Equities | -2.12% | -3.65% | -2.78% | 1.95% | 6.55% | -0.91% | 44.74% | 28.33% |
| Asset Class | International Ex-US Mkts Equities | -2.00% | -3.26% | -3.10% | 3.78% | 4.96% | 10.90% | 76.26% | 59.19% |
| Asset Class | US Growth Equities | -5.75% | -6.45% | -8.20% | -14.51% | 4.32% | 23.24% | 143.73% | 260.14% |
| Asset Class | US Large Cap Blend Equities | -4.77% | -4.85% | -5.84% | -8.91% | 4.91% | 23.20% | 133.84% | 209.44% |
| Asset Class | US Large Cap Value Equities | -3.72% | -2.90% | -2.94% | -1.49% | 5.92% | 21.65% | 119.64% | 156.74% |
| Asset Class | US Small Cap Blend Equities | -6.72% | -6.32% | -6.75% | -13.05% | -4.54% | 3.03% | 113.51% | 99.16% |
| Asset Class | US Small Cap Value Equities | -6.67% | -5.67% | -6.13% | -10.66% | -3.94% | 7.33% | 142.28% | 97.51% |
| Asset Class | Europe Developed Markets Equities | -1.43% | -2.36% | -3.31% | 10.16% | 7.20% | 22.34% | 96.83% | 72.00% |
| Asset Class | Pacific Developed Markets Equities | -3.21% | -5.50% | -4.77% | -1.34% | -3.78% | 2.64% | 54.85% | 48.72% |
| Asset Class | Long-Term US Treasuries | 0.46% | 3.67% | 1.97% | 6.31% | 3.96% | -22.51% | -37.72% | -8.75% |
| Asset Class | Intermediate-Term US Treasuries | 1.03% | 2.40% | 2.21% | 5.24% | 6.88% | -1.19% | -12.04% | 8.86% |
| Asset Class | 3-7 Year Treasuries | 0.87% | 1.57% | 1.72% | 3.88% | 6.78% | 5.56% | -2.20% | 13.70% |
| Asset Class | Short-Term US Treasuries | 0.38% | 0.59% | 0.75% | 1.93% | 5.70% | 8.91% | 5.52% | 14.69% |
| Asset Class | US TIPS | 0.63% | 1.45% | 1.86% | 4.88% | 7.29% | 0.76% | 8.93% | 25.71% |
| Asset Class | US Total Bond Mkt | 0.52% | 1.51% | 1.26% | 3.64% | 6.47% | 2.49% | -1.25% | 15.96% |
| Asset Class | US Short-Term Bonds | 0.49% | 0.83% | 1.02% | 2.55% | 6.41% | 9.36% | 7.04% | 18.80% |
| Asset Class | Total Bond Mkt Ex-US | 0.37% | 0.94% | 1.27% | 0.71% | 4.49% | 3.68% | 1.54% | 18.87% |
| Asset Class | Gold | -0.59% | 1.60% | 6.80% | 17.69% | 34.84% | 59.54% | 277.33% | 398.30% |
| Asset Class | Broad Market Commodities | -4.02% | -2.34% | -0.09% | 1.21% | -2.87% | -9.67% | 111.44% | 41.90% |
| Sector | Energy | -7.85% | -6.60% | 1.68% | -0.07% | -7.78% | 25.15% | 257.15% | 63.86% |
| Sector | Financials | -4.92% | -4.96% | -3.08% | -1.50% | 16.27% | 32.34% | 166.54% | 193.45% |
| Sector | Communication Services | -4.46% | -6.20% | -6.88% | -5.19% | 12.98% | 33.90% | 129.73% | |
| Sector | Consumer Discretionary | -6.04% | -6.06% | -7.05% | -15.21% | 7.07% | 3.58% | 115.23% | 181.05% |
| Sector | Consumer Staples | 0.58% | 1.50% | -0.16% | 5.27% | 12.91% | 16.27% | 68.99% | 115.95% |
| Sector | Health Care | -0.81% | -1.27% | -3.74% | 3.40% | 0.97% | 9.70% | 78.40% | 133.94% |
| Sector | Industrials | -5.41% | -5.30% | -4.88% | -4.89% | 2.12% | 29.52% | 141.54% | 170.49% |
| Sector | Materials | -4.52% | -4.11% | -4.69% | 0.34% | -8.83% | -0.74% | 115.40% | 106.09% |
| Sector | Real Estate | -2.99% | -1.47% | -2.72% | 0.59% | 9.90% | -7.75% | 64.72% | |
| Sector | Technology | -6.82% | -7.70% | -9.22% | -17.05% | -5.21% | 23.97% | 163.88% | 427.84% |
| Sector | Utilities | -0.63% | 1.95% | 4.76% | 3.13% | 24.93% | 15.70% | 78.16% | 142.08% |