All Portfolios
Updated: May 15, 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 | 0.76% | 1.78% | 5.53% | 0.24% | 8.76% | 22.95% | 55.09% | 86.88% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.57% | 0.75% | 2.72% | -1.10% | 5.62% | 11.86% | 30.07% | 81.29% |
| Portfolio | Golden Butterfly Portfolio | 0.72% | 0.93% | 3.60% | 0.79% | 10.55% | 27.77% | 79.90% | 133.77% |
| Portfolio | Couch Potato Portfolio | 0.34% | 1.97% | 6.14% | -1.03% | 8.41% | 25.90% | 55.92% | 103.17% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.52% | 2.16% | 6.34% | 0.16% | 8.63% | 28.85% | 53.15% | 91.54% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.51% | 2.15% | 6.32% | 0.10% | 8.66% | 29.32% | 53.86% | 92.29% |
| Portfolio | 60/40 Portfolio | 0.45% | 2.54% | 7.33% | -1.55% | 8.73% | 32.00% | 60.61% | 116.06% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.62% | 1.82% | 5.57% | 0.68% | 8.24% | 25.42% | 48.31% | 79.91% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.68% | 1.36% | 4.80% | 0.11% | 6.34% | 18.71% | 48.23% | 77.78% |
| Portfolio | William Bernstein's Coward Portfolio | 0.51% | 1.65% | 4.91% | 0.02% | 7.38% | 23.52% | 55.26% | 79.01% |
| Portfolio | Harry Brown Permanent Portfolio | 0.75% | 0.30% | 1.86% | 1.90% | 12.44% | 26.73% | 65.81% | 129.56% |
| Asset Class | US Total Mkt Equities | 0.41% | 4.42% | 12.31% | -3.40% | 12.05% | 52.03% | 117.22% | 211.97% |
| Asset Class | Developed Markets Ex-US Equities | 1.06% | 1.97% | 7.15% | 6.04% | 9.51% | 37.35% | 81.13% | 73.16% |
| Asset Class | US Real Estate Equities | 1.83% | 0.70% | 2.71% | -1.66% | 9.39% | 4.81% | 56.53% | 64.52% |
| Asset Class | Emerging Mkts Equities | -0.04% | 3.77% | 10.42% | 4.23% | 8.97% | 23.66% | 43.25% | 35.27% |
| Asset Class | International Ex-US Mkts Equities | 0.79% | 2.48% | 7.97% | 5.55% | 9.95% | 34.92% | 74.25% | 65.91% |
| Asset Class | US Growth Equities | -0.11% | 6.47% | 17.31% | -3.26% | 18.12% | 78.83% | 132.05% | 309.38% |
| Asset Class | US Large Cap Blend Equities | 0.49% | 4.51% | 12.16% | -2.87% | 12.89% | 54.29% | 122.46% | 230.21% |
| Asset Class | US Large Cap Value Equities | 1.17% | 1.86% | 5.98% | -2.77% | 7.35% | 31.55% | 105.80% | 155.49% |
| Asset Class | US Small Cap Blend Equities | 0.24% | 3.85% | 12.18% | -5.97% | 3.77% | 30.28% | 94.64% | 118.26% |
| Asset Class | US Small Cap Value Equities | 0.62% | 3.91% | 11.39% | -4.62% | 3.05% | 27.88% | 130.61% | 113.52% |
| Asset Class | Europe Developed Markets Equities | 0.99% | 2.07% | 7.42% | 7.43% | 10.42% | 46.36% | 96.97% | 77.45% |
| Asset Class | Pacific Developed Markets Equities | 0.98% | 1.47% | 6.79% | 4.32% | 5.93% | 25.84% | 53.23% | 59.01% |
| Asset Class | Long-Term US Treasuries | 0.88% | -0.98% | -1.29% | -2.42% | -2.69% | -17.29% | -40.62% | -6.64% |
| Asset Class | Intermediate-Term US Treasuries | 0.65% | -0.36% | -0.45% | 1.62% | 4.14% | -0.04% | -13.92% | 8.87% |
| Asset Class | 3-7 Year Treasuries | 0.43% | -0.24% | -0.32% | 2.04% | 5.29% | 5.53% | -3.47% | 13.41% |
| Asset Class | Short-Term US Treasuries | 0.19% | -0.04% | -0.09% | 1.35% | 5.15% | 8.74% | 5.28% | 14.65% |
| Asset Class | US TIPS | 0.29% | -0.27% | 0.18% | 1.22% | 4.74% | 1.87% | 6.70% | 25.69% |
| Asset Class | US Total Bond Mkt | 0.54% | -0.11% | 0.02% | 0.82% | 4.23% | 4.98% | -4.38% | 15.94% |
| Asset Class | US Short-Term Bonds | 0.30% | -0.08% | -0.00% | 1.59% | 5.64% | 9.44% | 5.31% | 18.68% |
| Asset Class | Total Bond Mkt Ex-US | 0.43% | -0.22% | -0.21% | 0.36% | 4.61% | 7.03% | 0.03% | 21.90% |
| Asset Class | Gold | 1.60% | -2.26% | -2.71% | 11.88% | 35.01% | 75.54% | 265.51% | 414.61% |
| Asset Class | Broad Market Commodities | -0.98% | 1.48% | -0.47% | -5.21% | -4.32% | -17.07% | 110.93% | 32.13% |
| Sector | Energy | 0.42% | 4.90% | 5.04% | -4.16% | -5.95% | 15.05% | 192.16% | 56.43% |
| Sector | Financials | 0.67% | 2.85% | 9.92% | -0.66% | 23.33% | 62.56% | 166.82% | 207.71% |
| Sector | Communication Services | 0.40% | 3.49% | 12.06% | -3.73% | 23.76% | 77.08% | 106.02% | |
| Sector | Consumer Discretionary | -0.22% | 7.04% | 16.31% | -4.77% | 21.49% | 48.23% | 94.41% | 213.22% |
| Sector | Consumer Staples | 2.05% | -0.29% | -0.89% | 1.18% | 7.64% | 13.61% | 61.13% | 112.82% |
| Sector | Health Care | 1.31% | -2.74% | -3.71% | -9.51% | -9.24% | 5.55% | 40.45% | 105.77% |
| Sector | Industrials | 1.11% | 4.53% | 13.46% | 3.65% | 14.49% | 60.25% | 158.24% | 197.35% |
| Sector | Materials | 1.02% | 2.17% | 6.71% | -3.64% | -4.51% | 11.28% | 86.91% | 105.77% |
| Sector | Real Estate | 1.84% | 0.31% | 2.57% | -0.73% | 10.36% | 7.77% | 58.42% | |
| Sector | Technology | 0.14% | 7.61% | 21.56% | -2.14% | 10.79% | 77.89% | 161.08% | 506.67% |
| Sector | Utilities | 2.13% | 1.11% | 4.14% | 3.09% | 14.94% | 23.97% | 72.74% | 152.04% |