All Portfolios

Updated: Jun 05, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio-0.24%0.46%2.62%2.38%9.91%21.46%40.97%92.65%
PortfolioRay Dalio All Weather Portfolio-0.17%0.73%1.63%1.17%6.11%11.39%28.31%83.03%
PortfolioGolden Butterfly Portfolio-0.23%0.46%1.66%3.34%12.05%26.87%69.20%133.14%
PortfolioCouch Potato Portfolio-0.42%0.27%2.27%2.09%7.87%23.70%46.73%107.28%
PortfolioBogleheads Three Fund Portfolio-0.26%0.53%3.03%2.87%9.20%26.85%42.20%96.22%
PortfolioBogleheads Four Fund Portfolio-0.27%0.47%3.01%3.07%9.43%27.57%42.95%96.57%
Portfolio60/40 Portfolio-0.40%0.44%3.01%2.14%8.76%30.01%49.28%119.80%
PortfolioRick Ferri Core Four Portfolio-0.21%0.53%2.77%2.85%9.22%24.62%37.47%84.73%
PortfolioBill Schultheis Coffeehouse Portfolio-0.14%0.30%1.64%1.77%7.60%17.21%35.41%79.88%
PortfolioWilliam Bernstein's Coward Portfolio-0.16%0.33%2.02%2.08%8.41%21.61%41.62%81.25%
PortfolioHarry Brown Permanent Portfolio-0.27%0.63%1.62%4.18%14.11%28.21%63.86%134.09%
Asset ClassUS Total Mkt Equities-0.55%0.55%4.83%3.31%12.04%47.79%93.69%219.29%
Asset ClassDeveloped Markets Ex-US Equities0.00%1.06%5.19%7.16%13.31%35.76%61.34%85.86%
Asset ClassUS Real Estate Equities-0.08%0.13%0.98%-2.22%11.49%3.18%27.35%73.21%
Asset ClassEmerging Mkts Equities0.52%1.50%4.84%5.29%13.22%18.29%27.50%45.57%
Asset ClassInternational Ex-US Mkts Equities0.13%1.07%4.98%6.48%13.49%31.99%55.29%77.46%
Asset ClassUS Growth Equities-0.72%1.00%7.65%7.58%16.21%73.73%115.19%322.30%
Asset ClassUS Large Cap Blend Equities-0.47%0.51%4.96%3.28%12.30%50.60%99.99%239.00%
Asset ClassUS Large Cap Value Equities-0.22%0.12%1.79%-1.21%8.99%28.98%79.09%161.42%
Asset ClassUS Small Cap Blend Equities-0.15%0.62%3.04%1.30%5.86%22.56%60.95%118.99%
Asset ClassUS Small Cap Value Equities-0.14%-0.21%2.10%-0.29%4.28%19.24%78.82%113.34%
Asset ClassEurope Developed Markets Equities0.10%0.96%5.22%5.99%13.69%43.46%71.23%90.49%
Asset ClassPacific Developed Markets Equities-0.31%1.03%4.66%7.32%10.03%25.83%39.37%70.75%
Asset ClassLong-Term US Treasuries0.07%0.72%-0.17%-2.96%-3.49%-15.35%-36.23%-4.60%
Asset ClassIntermediate-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 ClassShort-Term US Treasuries-0.11%0.09%0.21%0.95%5.17%9.16%5.67%15.05%
Asset ClassUS TIPS-0.29%-0.01%-0.05%0.64%4.10%1.96%7.58%27.13%
Asset ClassUS Total Bond Mkt-0.19%0.29%0.46%0.43%4.25%5.84%-3.99%17.40%
Asset ClassUS Short-Term Bonds-0.13%0.15%0.36%1.26%5.73%10.15%5.62%19.57%
Asset ClassTotal Bond Mkt Ex-US-0.30%-0.19%0.26%2.08%5.25%9.63%0.46%23.57%
Asset ClassGold-0.52%1.20%1.52%15.26%42.26%80.93%294.08%457.62%
Asset ClassBroad Market Commodities0.47%2.09%2.48%-2.14%-0.75%-20.49%93.65%39.66%
SectorEnergy-0.10%-0.47%0.32%-5.54%-6.03%1.64%124.25%56.40%
SectorFinancials-0.28%-0.39%1.58%3.48%24.38%52.62%111.43%206.36%
SectorCommunication Services0.14%1.41%4.83%2.39%21.82%75.52%92.67%
SectorConsumer Discretionary-2.52%-2.57%3.98%2.10%19.28%38.88%65.78%207.87%
SectorConsumer Staples-0.96%-0.83%0.06%-1.22%7.32%19.34%53.53%122.65%
SectorHealth Care-0.14%0.57%-0.77%-10.45%-7.14%7.45%39.42%112.03%
SectorIndustrials-0.07%0.69%5.68%7.36%18.57%56.98%107.49%210.87%
SectorMaterials-0.59%1.41%3.81%0.16%-1.46%6.39%61.62%115.16%
SectorReal Estate-0.02%0.17%0.97%-1.05%13.14%6.19%33.29%
SectorTechnology-0.28%1.94%8.38%8.22%10.13%72.33%142.36%525.94%
SectorUtilities-0.16%-0.32%0.91%5.30%16.44%18.71%54.03%163.48%
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