All Portfolios
Total Return by Period
Updated: Sep 26, 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 | 0.44% | -0.14% | 1.77% | 4.81% | 7.07% | 45.73% | 38.54% | 108.78% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.18% | 0.11% | 2.85% | 4.72% | 6.38% | 32.91% | 19.46% | 83.37% |
| Portfolio | Golden Butterfly Portfolio | 0.41% | 0.19% | 2.96% | 6.35% | 12.20% | 54.07% | 52.55% | 122.30% |
| Portfolio | Couch Potato Portfolio | 0.32% | -0.33% | 1.51% | 4.95% | 9.90% | 47.43% | 51.92% | 133.85% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.32% | -0.27% | 1.92% | 5.31% | 10.83% | 53.96% | 49.28% | 125.41% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.32% | -0.24% | 1.85% | 5.12% | 10.84% | 54.29% | 50.09% | 127.20% |
| Portfolio | 60/40 Portfolio | 0.37% | -0.34% | 1.97% | 5.59% | 11.14% | 56.04% | 57.47% | 153.13% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.32% | -0.22% | 1.71% | 4.79% | 9.58% | 49.91% | 44.32% | 110.09% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.42% | -0.18% | 1.08% | 4.53% | 7.10% | 41.18% | 45.98% | 102.97% |
| Portfolio | William Bernstein's Coward Portfolio | 0.38% | -0.11% | 1.07% | 4.04% | 8.35% | 42.32% | 52.12% | 103.55% |
| Portfolio | Harry Brown Permanent Portfolio | 0.28% | 0.42% | 3.69% | 6.54% | 13.48% | 51.73% | 64.32% | 150.25% |
| Asset Class | Gold | 0.58% | 2.23% | 9.05% | 15.15% | 40.57% | 129.89% | 299.49% | 551.28% |
| Asset Class | Agricultural Commodities | 0.52% | 0.04% | -2.84% | 2.47% | 6.21% | 47.68% | 101.58% | 44.95% |
| Asset Class | Industrial Metals | -0.93% | 0.15% | 2.64% | 4.22% | 0.91% | 31.00% | 52.58% | 89.90% |
| Asset Class | Commodities Broad Basket | 0.04% | 2.47% | 2.70% | 4.63% | 8.15% | 6.91% | 95.63% | 73.35% |
| Asset Class | US Dollar | -0.36% | 0.62% | 0.84% | 2.15% | 2.70% | 0.91% | 21.13% | 27.73% |
| Asset Class | US Equities | 0.63% | -0.38% | 2.82% | 8.17% | 16.94% | 86.88% | 110.52% | 297.46% |
| Asset Class | Europe Equities | 1.05% | 0.05% | 0.85% | 2.39% | 13.71% | 90.73% | 78.98% | 123.77% |
| Asset Class | Latin America Equities | 0.63% | 0.42% | 5.68% | 11.14% | 16.60% | 52.07% | 91.34% | 110.66% |
| Asset Class | Pacific Developed Equities | 0.07% | 0.02% | 2.59% | 7.51% | 13.60% | 66.23% | 50.21% | 120.29% |
| Asset Class | India Equities | -0.46% | -3.13% | 0.52% | -6.46% | -11.07% | 29.46% | 70.07% | 113.34% |
| Asset Class | China Equities | -0.84% | -1.47% | 3.65% | 9.56% | 30.04% | 65.31% | 11.63% | 49.94% |
| Asset Class | Emerging Markets Equities | -0.19% | -0.57% | 5.72% | 9.61% | 15.81% | 60.04% | 37.64% | 106.76% |
| Asset Class | Developed Markets Equities | 0.59% | 0.08% | 1.68% | 5.04% | 15.05% | 80.25% | 71.16% | 128.10% |
| Asset Class | US Real Estate Equities | 0.99% | 0.26% | -0.38% | 3.84% | -1.89% | 28.62% | 42.79% | 81.24% |
| Asset Class | Intl Real Estate Equities | 0.98% | -0.88% | 0.45% | 2.89% | 5.58% | 38.11% | 16.95% | 39.54% |
| Asset Class | Japan Equities | -0.02% | -0.43% | 2.76% | 6.85% | 12.80% | 73.95% | 49.53% | 754.54% |
| Asset Class | Singapore Equities | 0.39% | -1.66% | 0.89% | 9.42% | 33.37% | 90.38% | 93.19% | 330.73% |
| Asset Class | Taiwan Equities | -0.51% | -1.01% | 6.66% | 8.45% | 15.00% | 85.61% | 96.54% | 662.06% |
| Asset Class | Germany Equities | 1.10% | -0.05% | -1.62% | -2.60% | 24.31% | 125.73% | 64.50% | 114.19% |
| Asset Class | Brazil Equities | 0.49% | -0.65% | 4.17% | 9.20% | 10.43% | 32.78% | 56.17% | 140.82% |
| Asset Class | Greece Equities | -0.22% | -0.50% | 1.16% | 11.38% | 53.37% | 242.64% | 274.37% | 788.48% |
| Asset Class | Vietnam Equities | -0.45% | -0.18% | -1.19% | 29.19% | 35.68% | 28.46% | ||
| Asset Class | Spain Equities | 1.64% | 0.43% | 2.79% | 12.14% | 43.00% | 172.70% | 168.12% | 132.14% |
| Asset Class | Mexico Equities | 1.45% | 1.57% | 8.40% | 11.31% | 28.63% | 68.08% | 142.15% | 72.20% |
| Asset Class | United Kingdom Equities | 1.32% | 0.53% | 0.29% | 4.68% | 15.11% | 82.35% | 99.56% | 284.05% |
| Asset Class | France Equities | 1.25% | -0.21% | 2.35% | 2.30% | 9.17% | 78.99% | 85.42% | 140.41% |
| Asset Class | Canada Equities | -0.06% | -1.40% | 2.52% | 9.74% | 22.47% | 74.24% | 104.55% | 177.51% |
| Asset Class | Switzerland Equities | 0.74% | -1.81% | -1.93% | -0.68% | 5.67% | 56.24% | 46.41% | 123.41% |
| Asset Class | Australia Equities | 0.76% | -0.82% | -1.51% | 2.22% | 2.16% | 51.51% | 63.75% | 133.23% |
| Asset Class | Poland Equities | 1.90% | 1.29% | 1.48% | 1.51% | 36.85% | 225.33% | 133.04% | 99.44% |
| Asset Class | Turkey Equities | -1.19% | -1.72% | -1.47% | 14.04% | -3.86% | 65.58% | 102.51% | 28.15% |
| Asset Class | Indonesia Equities | 1.09% | -1.07% | -0.40% | 0.63% | -20.84% | -16.22% | 17.46% | 27.91% |
| Asset Class | South Africa Equities | 2.64% | 1.22% | 9.76% | 20.25% | 31.42% | 96.34% | 120.57% | 91.49% |
| Asset Class | Saudi Arabia Equities | 0.28% | 5.60% | 6.93% | 4.42% | -4.32% | 9.12% | 51.91% | 101.29% |
| Asset Class | US Market Bonds | 0.00% | -0.30% | 0.88% | 2.17% | 2.72% | 16.11% | -2.50% | 19.74% |
| Asset Class | Developed Markets Bonds | 0.08% | 0.00% | 0.38% | 0.51% | 2.64% | 16.54% | -0.59% | 22.80% |
| Asset Class | Emerging Markets Bonds | -0.03% | 0.26% | 1.61% | 4.71% | 7.94% | 41.15% | 9.56% | 44.88% |
| Asset Class | Long-Term US Treasuries | -0.09% | -0.13% | 3.03% | 2.48% | -5.63% | -1.73% | -37.82% | -6.73% |
| Asset Class | Short-Term US Treasuries | 0.06% | -0.08% | 0.20% | 0.74% | 3.33% | 12.91% | 6.82% | 16.03% |
| Asset Class | US High Yield Bonds | 0.20% | -0.22% | 0.75% | 2.38% | 7.14% | 35.81% | 27.29% | 65.65% |
| Asset Class | US TIPS | 0.02% | -0.30% | 0.32% | 1.96% | 3.41% | 14.08% | 5.89% | 31.83% |
| Asset Class | US Municipal Bonds | 0.01% | -0.20% | 1.99% | 2.66% | 1.19% | 12.78% | 3.69% | 23.09% |
| Asset Class | US Corporate Bonds | 0.14% | -0.47% | 1.63% | 3.16% | 3.04% | 24.44% | -1.15% | 34.83% |
| Sector | Energy | 0.92% | 4.77% | 2.60% | 8.72% | 11.09% | 46.61% | 269.57% | 130.07% |
| Sector | Financials | 0.73% | -0.39% | 0.09% | 4.04% | 21.33% | 85.98% | 149.77% | 259.75% |
| Sector | Communication Services | 0.97% | -0.69% | 6.46% | 10.13% | 33.42% | 153.15% | 111.10% | |
| Sector | Consumer Discretionary | 1.48% | -0.52% | 3.62% | 9.86% | 20.45% | 67.27% | 73.11% | 268.49% |
| Sector | Consumer Staples | 0.24% | -1.11% | -2.82% | -2.54% | -3.37% | 23.69% | 40.94% | 117.05% |
| Sector | Health Care | 1.02% | -0.85% | -0.95% | 1.64% | -9.88% | 17.48% | 42.17% | 145.55% |
| Sector | Industrials | 0.90% | 0.06% | 0.79% | 4.37% | 14.97% | 91.15% | 114.93% | 270.86% |
| Sector | Materials | 1.16% | -1.72% | -3.26% | 1.57% | -6.70% | 39.62% | 57.11% | 178.01% |
| Sector | Real Estate | 0.99% | 0.83% | -0.27% | 2.62% | -2.13% | 29.12% | 43.11% | |
| Sector | Technology | 0.30% | 0.10% | 6.38% | 11.34% | 23.39% | 131.34% | 153.98% | 705.88% |
| Sector | Utilities | 1.63% | 2.86% | 3.63% | 7.44% | 12.15% | 38.20% | 71.83% | 181.12% |