All Portfolios

Total Return by Period

Updated: May 20, 2026

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success1.21%-0.39%1.43%2.64%17.96%43.23%29.58%118.27%
PortfolioRay Dalio All Weather0.81%-0.89%-0.25%1.14%15.74%32.51%21.29%88.00%
PortfolioGolden Butterfly1.09%-0.86%-0.83%-1.35%17.93%50.15%41.19%131.54%
PortfolioCouch Potato0.69%-0.41%1.63%3.82%15.07%43.66%39.91%137.96%
PortfolioBogleheads Three Fund1.01%-0.45%1.44%3.00%18.15%48.40%39.58%135.29%
PortfolioBogleheads Four Fund1.03%-0.39%1.52%3.04%17.85%48.56%39.86%135.35%
PortfolioSixty Forty0.91%-0.27%1.79%4.16%17.49%51.39%44.82%157.83%
PortfolioRick Ferri Core Four1.03%-0.44%1.27%2.49%17.44%45.14%35.08%119.90%
PortfolioBill Schultheis Coffeehouse1.04%-0.27%0.61%1.21%15.33%39.83%29.49%109.77%
PortfolioWilliam Bernstein's Coward0.88%-0.23%1.31%2.26%16.72%42.97%36.87%117.25%
PortfolioHarry Brown Permanent0.94%-1.07%-0.86%-1.69%17.20%48.04%39.51%108.76%
Asset ClassGold (GLD)1.43%-3.04%-4.10%-9.17%37.49%127.29%137.11%248.68%
Asset ClassAgricultural Commodities (DBA)-1.10%-2.65%3.10%7.99%4.78%51.73%72.29%53.99%
Asset ClassIndustrial Metals (DBB)1.61%-1.71%1.89%9.64%41.67%61.99%47.83%152.09%
Asset ClassCommodities Broad Basket (DBC)-2.31%-1.56%4.64%26.40%48.83%55.06%95.18%148.65%
Asset ClassUS Dollar (UUP)-0.22%0.80%0.91%2.25%3.89%12.81%32.84%34.47%
Asset ClassUS Equities (VTI)1.15%-0.14%3.69%8.03%26.26%82.59%81.76%308.61%
Asset ClassEurope Equities (VGK)2.12%0.73%1.26%-0.54%18.58%54.71%52.05%150.30%
Asset ClassLatin America Equities (ILF)1.95%-0.74%-5.96%-3.90%41.09%62.25%71.24%133.44%
Asset ClassPacific Developed Equities (VPL)1.49%-2.28%5.55%5.75%48.59%77.68%59.34%169.98%
Asset ClassIndia Equities (INDA)1.59%0.08%-3.92%-8.18%-11.19%18.57%19.91%105.04%
Asset ClassChina Equities (FXI)-0.11%-5.28%-1.97%-6.14%2.46%39.84%-10.06%45.67%
Asset ClassEmerging Markets Equities (EEM)1.87%-2.60%3.28%7.24%44.79%80.94%38.59%153.89%
Asset ClassDeveloped Markets Equities (VEA)1.75%-0.61%2.71%2.22%31.18%66.74%58.46%164.05%
Asset ClassUS Real Estate Equities (VNQ)1.27%0.63%2.08%3.57%11.75%35.45%19.22%74.65%
Asset ClassIntl Real Estate Equities (VNQI)0.92%-2.44%-2.58%-8.09%10.32%29.80%-2.07%31.61%
Asset ClassUS Market Bonds (BND)0.55%-0.45%-1.04%-1.68%4.74%11.91%0.30%17.39%
Asset ClassDeveloped Markets Bonds (BNDX)0.69%0.04%-0.31%-1.40%2.09%12.63%1.74%18.59%
Asset ClassEmerging Markets Bonds (EMB)0.71%-0.65%-1.09%-1.39%10.55%31.86%9.17%38.60%
Asset ClassLong-Term US Treasuries (TLT)1.07%-1.05%-2.90%-5.33%2.30%-6.52%-28.31%-15.28%
Asset ClassShort-Term US Treasuries (SHY)0.13%-0.05%-0.15%-0.14%3.05%11.84%8.46%17.53%
Asset Class7-10 Year US Treasuries (IEF)0.68%-0.61%-1.54%-2.52%3.49%6.51%-5.91%6.90%
Asset ClassUS High Yield Bonds (HYG)0.64%-0.06%-0.27%0.15%6.69%28.53%20.55%62.88%
Asset ClassUS TIPS (TIP)0.24%-0.67%-0.42%-0.29%4.16%10.78%4.78%28.96%
Asset ClassUS Municipal Bonds (MUB)0.25%-0.67%-1.02%-1.54%4.98%9.69%3.57%20.49%
Asset ClassUS Corporate Bonds (LQD)0.77%-0.62%-1.32%-2.23%5.68%15.58%-0.38%28.81%
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