All Portfolios
Updated: Jun 05, 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 | -0.24% | 0.46% | 2.62% | 2.38% | 9.91% | 21.46% | 40.97% | 92.65% |
| Portfolio | Ray Dalio All Weather Portfolio | -0.17% | 0.73% | 1.63% | 1.17% | 6.11% | 11.39% | 28.31% | 83.03% |
| Portfolio | Golden Butterfly Portfolio | -0.23% | 0.46% | 1.66% | 3.34% | 12.05% | 26.87% | 69.20% | 133.14% |
| Portfolio | Couch Potato Portfolio | -0.42% | 0.27% | 2.27% | 2.09% | 7.87% | 23.70% | 46.73% | 107.28% |
| Portfolio | Bogleheads Three Fund Portfolio | -0.26% | 0.53% | 3.03% | 2.87% | 9.20% | 26.85% | 42.20% | 96.22% |
| Portfolio | Bogleheads Four Fund Portfolio | -0.27% | 0.47% | 3.01% | 3.07% | 9.43% | 27.57% | 42.95% | 96.57% |
| Portfolio | 60/40 Portfolio | -0.40% | 0.44% | 3.01% | 2.14% | 8.76% | 30.01% | 49.28% | 119.80% |
| Portfolio | Rick Ferri Core Four Portfolio | -0.21% | 0.53% | 2.77% | 2.85% | 9.22% | 24.62% | 37.47% | 84.73% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -0.14% | 0.30% | 1.64% | 1.77% | 7.60% | 17.21% | 35.41% | 79.88% |
| Portfolio | William Bernstein's Coward Portfolio | -0.16% | 0.33% | 2.02% | 2.08% | 8.41% | 21.61% | 41.62% | 81.25% |
| Portfolio | Harry Brown Permanent Portfolio | -0.27% | 0.63% | 1.62% | 4.18% | 14.11% | 28.21% | 63.86% | 134.09% |
| Asset Class | US Total Mkt Equities | -0.55% | 0.55% | 4.83% | 3.31% | 12.04% | 47.79% | 93.69% | 219.29% |
| Asset Class | Developed Markets Ex-US Equities | 0.00% | 1.06% | 5.19% | 7.16% | 13.31% | 35.76% | 61.34% | 85.86% |
| Asset Class | US Real Estate Equities | -0.08% | 0.13% | 0.98% | -2.22% | 11.49% | 3.18% | 27.35% | 73.21% |
| Asset Class | Emerging Mkts Equities | 0.52% | 1.50% | 4.84% | 5.29% | 13.22% | 18.29% | 27.50% | 45.57% |
| Asset Class | International Ex-US Mkts Equities | 0.13% | 1.07% | 4.98% | 6.48% | 13.49% | 31.99% | 55.29% | 77.46% |
| Asset Class | US Growth Equities | -0.72% | 1.00% | 7.65% | 7.58% | 16.21% | 73.73% | 115.19% | 322.30% |
| Asset Class | US Large Cap Blend Equities | -0.47% | 0.51% | 4.96% | 3.28% | 12.30% | 50.60% | 99.99% | 239.00% |
| Asset Class | US Large Cap Value Equities | -0.22% | 0.12% | 1.79% | -1.21% | 8.99% | 28.98% | 79.09% | 161.42% |
| Asset Class | US Small Cap Blend Equities | -0.15% | 0.62% | 3.04% | 1.30% | 5.86% | 22.56% | 60.95% | 118.99% |
| Asset Class | US Small Cap Value Equities | -0.14% | -0.21% | 2.10% | -0.29% | 4.28% | 19.24% | 78.82% | 113.34% |
| Asset Class | Europe Developed Markets Equities | 0.10% | 0.96% | 5.22% | 5.99% | 13.69% | 43.46% | 71.23% | 90.49% |
| Asset Class | Pacific Developed Markets Equities | -0.31% | 1.03% | 4.66% | 7.32% | 10.03% | 25.83% | 39.37% | 70.75% |
| Asset Class | Long-Term US Treasuries | 0.07% | 0.72% | -0.17% | -2.96% | -3.49% | -15.35% | -36.23% | -4.60% |
| Asset Class | Intermediate-Term US Treasuries | -0.30% | 0.30% | 0.31% | 0.84% | 4.09% | 1.69% | -11.86% | 11.02% |
| Asset Class | 3-7 Year Treasuries | -0.25% | 0.16% | 0.29% | 1.35% | 5.39% | 6.89% | -2.31% | 14.84% |
| Asset Class | Short-Term US Treasuries | -0.11% | 0.09% | 0.21% | 0.95% | 5.17% | 9.16% | 5.67% | 15.05% |
| Asset Class | US TIPS | -0.29% | -0.01% | -0.05% | 0.64% | 4.10% | 1.96% | 7.58% | 27.13% |
| Asset Class | US Total Bond Mkt | -0.19% | 0.29% | 0.46% | 0.43% | 4.25% | 5.84% | -3.99% | 17.40% |
| Asset Class | US Short-Term Bonds | -0.13% | 0.15% | 0.36% | 1.26% | 5.73% | 10.15% | 5.62% | 19.57% |
| Asset Class | Total Bond Mkt Ex-US | -0.30% | -0.19% | 0.26% | 2.08% | 5.25% | 9.63% | 0.46% | 23.57% |
| Asset Class | Gold | -0.52% | 1.20% | 1.52% | 15.26% | 42.26% | 80.93% | 294.08% | 457.62% |
| Asset Class | Broad Market Commodities | 0.47% | 2.09% | 2.48% | -2.14% | -0.75% | -20.49% | 93.65% | 39.66% |
| Sector | Energy | -0.10% | -0.47% | 0.32% | -5.54% | -6.03% | 1.64% | 124.25% | 56.40% |
| Sector | Financials | -0.28% | -0.39% | 1.58% | 3.48% | 24.38% | 52.62% | 111.43% | 206.36% |
| Sector | Communication Services | 0.14% | 1.41% | 4.83% | 2.39% | 21.82% | 75.52% | 92.67% | |
| Sector | Consumer Discretionary | -2.52% | -2.57% | 3.98% | 2.10% | 19.28% | 38.88% | 65.78% | 207.87% |
| Sector | Consumer Staples | -0.96% | -0.83% | 0.06% | -1.22% | 7.32% | 19.34% | 53.53% | 122.65% |
| Sector | Health Care | -0.14% | 0.57% | -0.77% | -10.45% | -7.14% | 7.45% | 39.42% | 112.03% |
| Sector | Industrials | -0.07% | 0.69% | 5.68% | 7.36% | 18.57% | 56.98% | 107.49% | 210.87% |
| Sector | Materials | -0.59% | 1.41% | 3.81% | 0.16% | -1.46% | 6.39% | 61.62% | 115.16% |
| Sector | Real Estate | -0.02% | 0.17% | 0.97% | -1.05% | 13.14% | 6.19% | 33.29% | |
| Sector | Technology | -0.28% | 1.94% | 8.38% | 8.22% | 10.13% | 72.33% | 142.36% | 525.94% |
| Sector | Utilities | -0.16% | -0.32% | 0.91% | 5.30% | 16.44% | 18.71% | 54.03% | 163.48% |