All Portfolios
Updated: Apr 24, 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 | 1.08% | 1.96% | -1.11% | -1.90% | 9.46% | 11.97% | 49.79% | 80.10% |
| Portfolio | Ray Dalio All Weather Portfolio | 1.25% | 1.51% | -0.57% | -0.57% | 8.29% | 5.89% | 29.86% | 74.56% |
| Portfolio | Golden Butterfly Portfolio | 1.30% | 1.77% | 0.48% | 0.49% | 12.72% | 20.28% | 80.43% | 133.75% |
| Portfolio | Couch Potato Portfolio | 1.26% | 2.28% | -1.40% | -3.70% | 7.99% | 16.05% | 51.52% | 94.32% |
| Portfolio | Bogleheads Three Fund Portfolio | 1.31% | 2.33% | -1.01% | -2.35% | 8.43% | 18.32% | 48.63% | 85.10% |
| Portfolio | Bogleheads Four Fund Portfolio | 1.29% | 2.33% | -0.83% | -2.40% | 8.39% | 19.18% | 49.41% | 85.91% |
| Portfolio | 60/40 Portfolio | 1.45% | 2.51% | -1.74% | -5.35% | 8.07% | 19.95% | 54.42% | 107.76% |
| Portfolio | Rick Ferri Core Four Portfolio | 1.16% | 2.08% | -0.83% | -1.41% | 8.74% | 15.99% | 44.62% | 72.82% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 1.06% | 1.75% | -0.97% | -2.27% | 6.84% | 10.98% | 44.25% | 72.09% |
| Portfolio | William Bernstein's Coward Portfolio | 0.94% | 1.73% | -1.07% | -2.61% | 6.93% | 15.51% | 50.99% | 74.15% |
| Portfolio | Harry Brown Permanent Portfolio | 1.16% | 1.32% | 1.60% | 3.66% | 15.60% | 22.12% | 68.12% | 128.55% |
| Asset Class | US Total Mkt Equities | 2.11% | 3.96% | -3.23% | -10.40% | 8.71% | 30.62% | 104.19% | 191.61% |
| Asset Class | Developed Markets Ex-US Equities | 1.28% | 3.07% | 0.93% | 5.06% | 10.72% | 26.16% | 75.07% | 67.46% |
| Asset Class | US Real Estate Equities | 0.37% | 0.37% | -2.97% | -2.92% | 12.64% | -10.00% | 44.66% | 57.59% |
| Asset Class | Emerging Mkts Equities | 1.16% | 3.84% | -2.40% | 1.35% | 9.79% | 11.48% | 36.41% | 23.42% |
| Asset Class | International Ex-US Mkts Equities | 1.28% | 3.25% | 0.09% | 3.96% | 10.82% | 23.31% | 67.66% | 58.72% |
| Asset Class | US Growth Equities | 2.90% | 5.33% | -2.41% | -12.41% | 12.62% | 43.38% | 117.73% | 269.24% |
| Asset Class | US Large Cap Blend Equities | 2.10% | 3.83% | -3.26% | -9.80% | 9.56% | 33.40% | 108.21% | 209.01% |
| Asset Class | US Large Cap Value Equities | 1.06% | 2.05% | -3.91% | -6.29% | 6.71% | 22.55% | 93.91% | 150.18% |
| Asset Class | US Small Cap Blend Equities | 2.31% | 4.00% | -4.33% | -14.13% | 0.88% | 11.01% | 85.77% | 104.30% |
| Asset Class | US Small Cap Value Equities | 2.01% | 3.83% | -4.20% | -12.42% | 0.39% | 12.38% | 113.32% | 101.18% |
| Asset Class | Europe Developed Markets Equities | 1.31% | 3.05% | 1.08% | 7.65% | 12.84% | 32.80% | 87.84% | 72.81% |
| Asset Class | Pacific Developed Markets Equities | 1.21% | 3.26% | 0.52% | 2.68% | 6.19% | 18.14% | 50.29% | 51.34% |
| Asset Class | Long-Term US Treasuries | 1.05% | 0.81% | -0.39% | 2.20% | 3.98% | -19.12% | -40.85% | -11.72% |
| Asset Class | Intermediate-Term US Treasuries | 0.54% | 0.18% | 0.87% | 3.52% | 7.35% | 0.37% | -13.47% | 7.35% |
| Asset Class | 3-7 Year Treasuries | 0.34% | 0.07% | 0.99% | 3.07% | 7.33% | 6.25% | -2.86% | 13.07% |
| Asset Class | Short-Term US Treasuries | 0.12% | 0.02% | 0.64% | 1.75% | 5.97% | 9.16% | 5.55% | 14.73% |
| Asset Class | US TIPS | 0.53% | 0.68% | 0.35% | 2.84% | 7.14% | 0.99% | 6.93% | 23.58% |
| Asset Class | US Total Bond Mkt | 0.57% | 0.40% | 0.38% | 2.21% | 6.89% | 4.59% | -4.07% | 14.74% |
| Asset Class | US Short-Term Bonds | 0.24% | 0.09% | 0.68% | 2.13% | 6.73% | 9.84% | 5.83% | 18.69% |
| Asset Class | Total Bond Mkt Ex-US | 0.43% | 0.39% | 1.87% | 1.79% | 6.61% | 7.08% | 0.88% | 19.94% |
| Asset Class | Gold | 1.48% | 0.65% | 9.29% | 20.51% | 43.73% | 74.82% | 282.06% | 442.05% |
| Asset Class | Broad Market Commodities | 0.90% | -0.23% | -4.22% | -4.27% | -4.51% | -12.12% | 121.30% | 35.38% |
| Sector | Energy | 1.60% | 1.28% | -11.12% | -8.82% | -11.47% | 24.56% | 192.83% | 48.70% |
| Sector | Financials | 1.11% | 3.43% | -3.85% | -4.76% | 19.06% | 40.36% | 143.14% | 197.41% |
| Sector | Communication Services | 2.00% | 3.95% | -4.95% | -6.33% | 17.20% | 54.99% | 101.38% | |
| Sector | Consumer Discretionary | 1.99% | 4.70% | -4.55% | -15.37% | 12.39% | 12.35% | 80.03% | 181.78% |
| Sector | Consumer Staples | -0.88% | -1.00% | 0.30% | 4.58% | 9.46% | 10.22% | 57.34% | 115.49% |
| Sector | Health Care | 1.22% | 1.40% | -5.23% | -4.40% | -0.82% | 7.01% | 48.07% | 121.63% |
| Sector | Industrials | 2.24% | 2.97% | -2.91% | -8.25% | 7.21% | 37.41% | 126.11% | 174.35% |
| Sector | Materials | 2.16% | 3.08% | -3.92% | -6.01% | -3.89% | 3.51% | 84.24% | 101.08% |
| Sector | Real Estate | 0.30% | 0.35% | -2.03% | -1.68% | 14.70% | -8.40% | 45.04% | |
| Sector | Technology | 3.73% | 6.52% | -2.87% | -14.00% | 4.52% | 44.63% | 141.25% | 434.87% |
| Sector | Utilities | 0.15% | 0.87% | 1.34% | -0.61% | 20.99% | 16.68% | 56.96% | 143.48% |