All Portfolios
Updated: Jul 02, 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 | 0.31% | 1.50% | 2.52% | 8.47% | 12.30% | 31.29% | 46.48% | 97.92% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.23% | 1.10% | 2.39% | 4.11% | 8.96% | 17.17% | 28.56% | 87.32% |
| Portfolio | Golden Butterfly Portfolio | 0.44% | 1.55% | 2.31% | 6.75% | 15.19% | 34.92% | 72.40% | 140.04% |
| Portfolio | Couch Potato Portfolio | 0.40% | 1.29% | 2.67% | 8.12% | 10.07% | 34.12% | 51.46% | 112.25% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.35% | 1.42% | 2.72% | 9.25% | 11.81% | 37.12% | 47.75% | 103.12% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.31% | 1.38% | 2.61% | 9.62% | 11.76% | 37.55% | 48.56% | 103.20% |
| Portfolio | 60/40 Portfolio | 0.38% | 1.52% | 3.04% | 9.48% | 11.20% | 40.96% | 54.76% | 128.55% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.31% | 1.39% | 2.53% | 8.55% | 12.01% | 33.28% | 41.87% | 89.88% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.37% | 1.62% | 2.58% | 6.90% | 10.91% | 25.21% | 42.86% | 86.64% |
| Portfolio | William Bernstein's Coward Portfolio | 0.41% | 1.59% | 2.64% | 7.64% | 11.38% | 30.28% | 48.96% | 88.04% |
| Portfolio | Harry Brown Permanent Portfolio | 0.29% | 0.88% | 1.48% | 5.17% | 15.83% | 33.17% | 63.85% | 133.76% |
| Asset Class | US Total Mkt Equities | 0.52% | 2.36% | 4.46% | 16.09% | 14.82% | 67.46% | 107.68% | 235.95% |
| Asset Class | Developed Markets Ex-US Equities | 0.32% | 2.29% | 2.66% | 15.00% | 18.80% | 53.15% | 69.20% | 91.47% |
| Asset Class | US Real Estate Equities | 0.23% | 1.76% | 1.43% | 3.14% | 12.11% | 9.83% | 35.51% | 76.17% |
| Asset Class | Emerging Mkts Equities | 0.43% | 1.21% | 5.29% | 14.06% | 16.44% | 31.29% | 31.59% | 52.39% |
| Asset Class | International Ex-US Mkts Equities | 0.32% | 2.02% | 3.06% | 14.10% | 18.05% | 47.54% | 61.13% | 83.26% |
| Asset Class | US Growth Equities | 0.76% | 1.74% | 4.06% | 23.11% | 15.61% | 97.47% | 118.53% | 342.19% |
| Asset Class | US Large Cap Blend Equities | 0.44% | 2.20% | 4.45% | 15.76% | 14.53% | 69.91% | 113.91% | 255.89% |
| Asset Class | US Large Cap Value Equities | 0.07% | 2.68% | 4.64% | 7.68% | 13.92% | 44.35% | 101.54% | 174.46% |
| Asset Class | US Small Cap Blend Equities | 0.95% | 3.73% | 5.09% | 15.01% | 12.96% | 41.79% | 78.32% | 132.08% |
| Asset Class | US Small Cap Value Equities | 1.06% | 4.59% | 6.25% | 13.89% | 12.84% | 40.98% | 109.70% | 128.81% |
| Asset Class | Europe Developed Markets Equities | 0.30% | 2.41% | 2.03% | 13.39% | 19.93% | 62.04% | 78.46% | 96.32% |
| Asset Class | Pacific Developed Markets Equities | 0.35% | 2.19% | 3.07% | 17.32% | 13.95% | 41.28% | 47.45% | 75.26% |
| Asset Class | Long-Term US Treasuries | -0.26% | 0.46% | 1.76% | -3.59% | 0.80% | -15.35% | -38.13% | -1.88% |
| Asset Class | Intermediate-Term US Treasuries | 0.11% | 0.10% | 0.90% | -0.28% | 6.13% | 1.46% | -12.37% | 11.98% |
| Asset Class | 3-7 Year Treasuries | 0.20% | 0.01% | 0.63% | 0.45% | 6.46% | 6.86% | -2.24% | 15.28% |
| Asset Class | Short-Term US Treasuries | 0.31% | 0.04% | 0.39% | 0.68% | 5.45% | 9.77% | 6.05% | 15.35% |
| Asset Class | US TIPS | 0.30% | 0.32% | 0.88% | -0.21% | 5.75% | 5.27% | 6.54% | 27.91% |
| Asset Class | US Total Bond Mkt | 0.21% | 0.27% | 1.04% | 0.29% | 6.16% | 7.12% | -4.28% | 18.88% |
| Asset Class | US Short-Term Bonds | 0.31% | 0.09% | 0.51% | 0.82% | 6.22% | 10.90% | 5.72% | 20.07% |
| Asset Class | Total Bond Mkt Ex-US | -0.11% | -0.07% | 0.13% | 1.24% | 6.02% | 10.28% | -0.08% | 24.45% |
| Asset Class | Gold | 0.62% | 0.73% | -0.49% | 8.04% | 43.69% | 84.58% | 273.29% | 461.76% |
| Asset Class | Broad Market Commodities | 1.64% | 2.11% | 4.26% | 2.53% | -0.37% | -7.51% | 98.69% | 43.54% |
| Sector | Energy | 1.72% | 2.83% | 6.95% | 1.05% | -1.36% | 33.04% | 184.73% | 72.47% |
| Sector | Financials | -0.08% | 2.35% | 3.94% | 10.70% | 28.04% | 73.64% | 150.27% | 216.98% |
| Sector | Communication Services | -0.29% | 2.13% | 5.32% | 16.39% | 26.11% | 101.39% | 103.48% | |
| Sector | Consumer Discretionary | 0.80% | 3.27% | 2.60% | 15.40% | 18.90% | 61.16% | 76.60% | 218.01% |
| Sector | Consumer Staples | 0.29% | 2.47% | 0.67% | 0.92% | 10.08% | 21.48% | 58.60% | 122.29% |
| Sector | Health Care | -0.99% | 1.09% | 2.03% | -4.99% | -4.68% | 9.59% | 43.96% | 113.52% |
| Sector | Industrials | 0.10% | 3.05% | 3.32% | 18.07% | 23.95% | 76.07% | 131.47% | 226.22% |
| Sector | Materials | 1.50% | 5.31% | 4.31% | 10.58% | 7.01% | 30.83% | 75.29% | 130.75% |
| Sector | Real Estate | 0.19% | 1.33% | 0.92% | 3.27% | 13.05% | 11.66% | 38.65% | |
| Sector | Technology | 1.06% | 1.71% | 7.27% | 30.11% | 11.39% | 103.28% | 150.30% | 581.66% |
| Sector | Utilities | -0.87% | 0.91% | 1.02% | 3.63% | 22.90% | 23.97% | 63.68% | 165.64% |