All Portfolios
Updated: Jun 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 | 0.33% | 1.15% | 2.04% | 5.63% | 11.46% | 28.99% | 48.70% | 96.56% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.51% | 1.04% | 2.71% | 3.47% | 7.72% | 17.76% | 28.95% | 87.19% |
| Portfolio | Golden Butterfly Portfolio | 0.52% | 1.13% | 1.96% | 4.71% | 14.32% | 33.57% | 73.96% | 137.50% |
| Portfolio | Couch Potato Portfolio | 0.56% | 1.69% | 2.58% | 5.49% | 9.40% | 32.31% | 53.42% | 112.69% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.64% | 1.82% | 2.76% | 6.74% | 11.16% | 35.54% | 49.94% | 101.78% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.62% | 1.72% | 2.63% | 6.82% | 11.19% | 36.25% | 50.69% | 103.14% |
| Portfolio | 60/40 Portfolio | 0.63% | 1.94% | 2.98% | 6.51% | 10.43% | 39.53% | 58.73% | 127.13% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.55% | 1.58% | 2.46% | 6.27% | 11.33% | 31.78% | 44.68% | 90.21% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.46% | 1.18% | 1.87% | 4.51% | 9.79% | 23.60% | 44.23% | 85.06% |
| Portfolio | William Bernstein's Coward Portfolio | 0.54% | 1.41% | 2.07% | 4.97% | 10.51% | 28.40% | 49.86% | 86.53% |
| Portfolio | Harry Brown Permanent Portfolio | 0.34% | 0.83% | 1.83% | 4.56% | 15.45% | 33.39% | 63.19% | 133.70% |
| Asset Class | US Total Mkt Equities | 0.86% | 2.66% | 4.07% | 10.43% | 13.77% | 61.56% | 112.78% | 233.67% |
| Asset Class | Developed Markets Ex-US Equities | 1.09% | 1.84% | 2.54% | 11.09% | 18.15% | 49.13% | 70.96% | 90.66% |
| Asset Class | US Real Estate Equities | -1.06% | -1.80% | -1.18% | -1.61% | 10.39% | 6.51% | 38.60% | 74.59% |
| Asset Class | Emerging Mkts Equities | 0.67% | 3.61% | 5.75% | 11.37% | 16.74% | 27.86% | 35.47% | 54.44% |
| Asset Class | International Ex-US Mkts Equities | 0.99% | 2.20% | 2.99% | 10.57% | 17.75% | 43.79% | 63.68% | 82.82% |
| Asset Class | US Growth Equities | 0.79% | 3.36% | 4.88% | 17.08% | 15.72% | 89.16% | 126.96% | 343.29% |
| Asset Class | US Large Cap Blend Equities | 0.79% | 2.71% | 4.03% | 10.44% | 13.55% | 64.48% | 119.31% | 254.30% |
| Asset Class | US Large Cap Value Equities | 0.69% | 1.81% | 2.96% | 3.13% | 11.83% | 40.68% | 103.92% | 171.15% |
| Asset Class | US Small Cap Blend Equities | 1.36% | 2.43% | 3.46% | 6.91% | 10.61% | 35.51% | 80.43% | 127.40% |
| Asset Class | US Small Cap Value Equities | 1.33% | 2.56% | 2.87% | 5.23% | 9.61% | 34.48% | 110.60% | 122.11% |
| Asset Class | Europe Developed Markets Equities | 0.86% | 1.83% | 1.35% | 9.52% | 18.22% | 56.30% | 80.73% | 93.24% |
| Asset Class | Pacific Developed Markets Equities | 1.39% | 2.05% | 3.64% | 12.01% | 14.54% | 39.26% | 47.57% | 76.73% |
| Asset Class | Long-Term US Treasuries | 0.50% | 1.50% | 2.46% | -1.31% | -1.61% | -12.22% | -38.66% | -3.50% |
| Asset Class | Intermediate-Term US Treasuries | 0.36% | 1.16% | 1.76% | 1.55% | 5.66% | 4.42% | -12.24% | 11.82% |
| Asset Class | 3-7 Year Treasuries | 0.24% | 0.89% | 1.28% | 1.75% | 6.51% | 8.98% | -1.98% | 15.50% |
| Asset Class | Short-Term US Treasuries | 0.12% | 0.42% | 0.67% | 1.17% | 5.62% | 10.41% | 6.16% | 15.53% |
| Asset Class | US TIPS | 0.29% | 0.73% | 1.14% | 0.71% | 5.41% | 5.76% | 6.82% | 27.72% |
| Asset Class | US Total Bond Mkt | 0.29% | 0.93% | 1.54% | 1.24% | 5.60% | 8.92% | -3.76% | 18.80% |
| Asset Class | US Short-Term Bonds | 0.18% | 0.60% | 0.88% | 1.49% | 6.36% | 11.87% | 5.99% | 20.15% |
| Asset Class | Total Bond Mkt Ex-US | 0.10% | 0.12% | 0.42% | 2.00% | 6.00% | 12.46% | 0.04% | 24.46% |
| Asset Class | Gold | -0.08% | -1.07% | 0.42% | 8.03% | 44.50% | 81.35% | 270.94% | 451.36% |
| Asset Class | Broad Market Commodities | 0.37% | -5.32% | 4.13% | -1.26% | -0.59% | -11.95% | 101.95% | 42.13% |
| Sector | Energy | 1.43% | -1.83% | 5.12% | -6.45% | -2.12% | 29.04% | 187.25% | 69.88% |
| Sector | Financials | 0.74% | 3.47% | 2.19% | 5.59% | 28.06% | 69.06% | 150.57% | 217.41% |
| Sector | Communication Services | 1.16% | 3.10% | 5.64% | 11.43% | 25.06% | 93.89% | 112.04% | |
| Sector | Consumer Discretionary | 0.92% | 2.39% | 0.23% | 9.35% | 18.28% | 51.47% | 80.64% | 215.11% |
| Sector | Consumer Staples | -0.09% | 0.36% | -1.69% | 0.39% | 6.40% | 19.38% | 59.68% | 118.97% |
| Sector | Health Care | 0.24% | 1.21% | 1.88% | -6.69% | -6.59% | 8.67% | 48.74% | 113.76% |
| Sector | Industrials | 1.08% | 2.50% | 2.13% | 12.00% | 21.13% | 71.74% | 136.83% | 221.19% |
| Sector | Materials | 1.11% | 1.39% | 2.19% | 3.72% | 1.04% | 22.80% | 77.68% | 122.77% |
| Sector | Real Estate | -0.63% | -1.18% | -0.83% | -0.16% | 12.15% | 9.31% | 43.66% | |
| Sector | Technology | 0.69% | 4.08% | 8.56% | 21.85% | 11.66% | 93.43% | 156.89% | 581.00% |
| Sector | Utilities | 0.83% | 1.45% | 0.79% | 4.81% | 21.43% | 27.94% | 71.63% | 169.66% |