All Portfolios

Updated: May 16, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio0.50%2.04%6.07%0.75%9.59%22.69%55.89%88.43%
PortfolioRay Dalio All Weather Portfolio0.19%0.82%2.93%-0.93%5.98%12.15%30.33%84.16%
PortfolioGolden Butterfly Portfolio0.09%0.90%3.72%0.87%10.97%27.01%80.12%140.13%
PortfolioCouch Potato Portfolio0.43%2.40%6.60%-0.63%9.06%24.75%56.60%103.99%
PortfolioBogleheads Three Fund Portfolio0.31%2.39%6.70%0.48%9.23%28.22%53.66%92.76%
PortfolioBogleheads Four Fund Portfolio0.31%2.38%6.67%0.41%9.16%27.84%54.37%92.69%
Portfolio60/40 Portfolio0.43%3.02%7.82%-1.12%9.70%30.84%61.33%117.83%
PortfolioRick Ferri Core Four Portfolio0.32%1.96%5.93%1.01%8.90%25.03%48.81%80.71%
PortfolioBill Schultheis Coffeehouse Portfolio0.46%1.69%5.31%0.60%7.42%18.28%49.01%79.70%
PortfolioWilliam Bernstein's Coward Portfolio0.38%1.92%5.31%0.40%8.02%22.68%55.90%81.00%
PortfolioHarry Brown Permanent Portfolio-0.08%-0.07%1.80%1.78%12.60%26.62%65.73%132.43%
Asset ClassUS Total Mkt Equities0.68%5.26%13.07%-2.74%13.12%49.87%118.70%214.25%
Asset ClassDeveloped Markets Ex-US Equities0.22%1.53%7.39%6.27%10.37%35.05%81.53%74.19%
Asset ClassUS Real Estate Equities1.24%1.28%3.98%-0.43%10.83%4.69%58.48%67.14%
Asset ClassEmerging Mkts Equities-0.06%3.01%10.35%4.17%8.67%20.62%43.16%34.96%
Asset ClassInternational Ex-US Mkts Equities0.12%2.03%8.11%5.68%10.45%32.37%74.46%66.57%
Asset ClassUS Growth Equities0.54%7.12%17.95%-2.73%19.12%75.59%133.31%312.12%
Asset ClassUS Large Cap Blend Equities0.64%5.32%12.89%-2.25%13.83%52.24%123.89%232.51%
Asset ClassUS Large Cap Value Equities0.97%3.02%7.01%-1.84%8.49%30.75%107.79%157.91%
Asset ClassUS Small Cap Blend Equities1.08%5.08%13.39%-4.96%5.62%27.96%96.73%121.00%
Asset ClassUS Small Cap Value Equities0.81%4.66%12.30%-3.85%4.51%25.11%132.49%115.62%
Asset ClassEurope Developed Markets Equities0.24%1.63%7.68%7.68%11.33%43.27%97.44%78.49%
Asset ClassPacific Developed Markets Equities0.18%1.08%6.98%4.51%6.82%24.37%53.51%59.25%
Asset ClassLong-Term US Treasuries0.27%-0.86%-1.03%-2.16%-2.34%-16.05%-40.47%-5.69%
Asset ClassIntermediate-Term US Treasuries0.03%-0.40%-0.42%1.65%4.37%0.76%-13.90%9.39%
Asset Class 3-7 Year Treasuries0.01%-0.29%-0.31%2.05%5.47%6.14%-3.46%13.80%
Asset ClassShort-Term US Treasuries-0.02%-0.11%-0.11%1.33%5.20%8.95%5.26%14.67%
Asset ClassUS TIPS0.17%-0.18%0.35%1.39%5.07%2.57%6.88%26.51%
Asset ClassUS Total Bond Mkt0.07%-0.12%0.09%0.89%4.48%5.68%-4.32%16.27%
Asset ClassUS Short-Term Bonds-0.01%-0.13%-0.02%1.57%5.70%9.75%5.30%18.87%
Asset ClassTotal Bond Mkt Ex-US0.04%-0.22%-0.17%0.40%4.78%7.71%0.07%21.69%
Asset ClassGold-1.20%-4.09%-3.88%10.54%33.87%74.44%261.13%415.41%
Asset ClassBroad Market Commodities-0.38%0.33%-0.84%-5.57%-4.93%-16.47%110.13%34.48%
SectorEnergy-0.15%3.70%4.88%-4.30%-5.83%13.57%191.72%58.45%
SectorFinancials0.60%3.47%10.59%-0.06%24.07%59.13%168.42%207.84%
SectorCommunication Services0.68%4.73%12.83%-3.08%24.69%74.48%107.42%
SectorConsumer Discretionary0.95%7.54%17.41%-3.87%23.43%45.94%96.24%216.26%
SectorConsumer Staples1.15%1.43%0.24%2.33%7.34%15.70%62.97%115.82%
SectorHealth Care2.02%0.31%-1.77%-7.70%-7.31%6.22%43.27%108.94%
SectorIndustrials1.14%5.64%14.75%4.82%16.48%58.48%161.17%201.57%
SectorMaterials1.02%2.94%7.80%-2.66%-2.84%9.32%88.81%108.88%
SectorReal Estate1.25%0.96%3.86%0.51%11.94%8.08%60.41%
SectorTechnology0.19%7.95%21.79%-1.96%11.38%73.21%161.57%509.35%
SectorUtilities1.47%2.42%5.67%4.60%17.03%24.51%75.27%155.17%
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