All Portfolios
Updated: May 16, 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 | 0.50% | 2.04% | 6.07% | 0.75% | 9.59% | 22.69% | 55.89% | 88.43% |
Portfolio | Ray Dalio All Weather Portfolio | 0.19% | 0.82% | 2.93% | -0.93% | 5.98% | 12.15% | 30.33% | 84.16% |
Portfolio | Golden Butterfly Portfolio | 0.09% | 0.90% | 3.72% | 0.87% | 10.97% | 27.01% | 80.12% | 140.13% |
Portfolio | Couch Potato Portfolio | 0.43% | 2.40% | 6.60% | -0.63% | 9.06% | 24.75% | 56.60% | 103.99% |
Portfolio | Bogleheads Three Fund Portfolio | 0.31% | 2.39% | 6.70% | 0.48% | 9.23% | 28.22% | 53.66% | 92.76% |
Portfolio | Bogleheads Four Fund Portfolio | 0.31% | 2.38% | 6.67% | 0.41% | 9.16% | 27.84% | 54.37% | 92.69% |
Portfolio | 60/40 Portfolio | 0.43% | 3.02% | 7.82% | -1.12% | 9.70% | 30.84% | 61.33% | 117.83% |
Portfolio | Rick Ferri Core Four Portfolio | 0.32% | 1.96% | 5.93% | 1.01% | 8.90% | 25.03% | 48.81% | 80.71% |
Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.46% | 1.69% | 5.31% | 0.60% | 7.42% | 18.28% | 49.01% | 79.70% |
Portfolio | William Bernstein's Coward Portfolio | 0.38% | 1.92% | 5.31% | 0.40% | 8.02% | 22.68% | 55.90% | 81.00% |
Portfolio | Harry Brown Permanent Portfolio | -0.08% | -0.07% | 1.80% | 1.78% | 12.60% | 26.62% | 65.73% | 132.43% |
Asset Class | US Total Mkt Equities | 0.68% | 5.26% | 13.07% | -2.74% | 13.12% | 49.87% | 118.70% | 214.25% |
Asset Class | Developed Markets Ex-US Equities | 0.22% | 1.53% | 7.39% | 6.27% | 10.37% | 35.05% | 81.53% | 74.19% |
Asset Class | US Real Estate Equities | 1.24% | 1.28% | 3.98% | -0.43% | 10.83% | 4.69% | 58.48% | 67.14% |
Asset Class | Emerging Mkts Equities | -0.06% | 3.01% | 10.35% | 4.17% | 8.67% | 20.62% | 43.16% | 34.96% |
Asset Class | International Ex-US Mkts Equities | 0.12% | 2.03% | 8.11% | 5.68% | 10.45% | 32.37% | 74.46% | 66.57% |
Asset Class | US Growth Equities | 0.54% | 7.12% | 17.95% | -2.73% | 19.12% | 75.59% | 133.31% | 312.12% |
Asset Class | US Large Cap Blend Equities | 0.64% | 5.32% | 12.89% | -2.25% | 13.83% | 52.24% | 123.89% | 232.51% |
Asset Class | US Large Cap Value Equities | 0.97% | 3.02% | 7.01% | -1.84% | 8.49% | 30.75% | 107.79% | 157.91% |
Asset Class | US Small Cap Blend Equities | 1.08% | 5.08% | 13.39% | -4.96% | 5.62% | 27.96% | 96.73% | 121.00% |
Asset Class | US Small Cap Value Equities | 0.81% | 4.66% | 12.30% | -3.85% | 4.51% | 25.11% | 132.49% | 115.62% |
Asset Class | Europe Developed Markets Equities | 0.24% | 1.63% | 7.68% | 7.68% | 11.33% | 43.27% | 97.44% | 78.49% |
Asset Class | Pacific Developed Markets Equities | 0.18% | 1.08% | 6.98% | 4.51% | 6.82% | 24.37% | 53.51% | 59.25% |
Asset Class | Long-Term US Treasuries | 0.27% | -0.86% | -1.03% | -2.16% | -2.34% | -16.05% | -40.47% | -5.69% |
Asset Class | Intermediate-Term US Treasuries | 0.03% | -0.40% | -0.42% | 1.65% | 4.37% | 0.76% | -13.90% | 9.39% |
Asset Class | 3-7 Year Treasuries | 0.01% | -0.29% | -0.31% | 2.05% | 5.47% | 6.14% | -3.46% | 13.80% |
Asset Class | Short-Term US Treasuries | -0.02% | -0.11% | -0.11% | 1.33% | 5.20% | 8.95% | 5.26% | 14.67% |
Asset Class | US TIPS | 0.17% | -0.18% | 0.35% | 1.39% | 5.07% | 2.57% | 6.88% | 26.51% |
Asset Class | US Total Bond Mkt | 0.07% | -0.12% | 0.09% | 0.89% | 4.48% | 5.68% | -4.32% | 16.27% |
Asset Class | US Short-Term Bonds | -0.01% | -0.13% | -0.02% | 1.57% | 5.70% | 9.75% | 5.30% | 18.87% |
Asset Class | Total Bond Mkt Ex-US | 0.04% | -0.22% | -0.17% | 0.40% | 4.78% | 7.71% | 0.07% | 21.69% |
Asset Class | Gold | -1.20% | -4.09% | -3.88% | 10.54% | 33.87% | 74.44% | 261.13% | 415.41% |
Asset Class | Broad Market Commodities | -0.38% | 0.33% | -0.84% | -5.57% | -4.93% | -16.47% | 110.13% | 34.48% |
Sector | Energy | -0.15% | 3.70% | 4.88% | -4.30% | -5.83% | 13.57% | 191.72% | 58.45% |
Sector | Financials | 0.60% | 3.47% | 10.59% | -0.06% | 24.07% | 59.13% | 168.42% | 207.84% |
Sector | Communication Services | 0.68% | 4.73% | 12.83% | -3.08% | 24.69% | 74.48% | 107.42% | |
Sector | Consumer Discretionary | 0.95% | 7.54% | 17.41% | -3.87% | 23.43% | 45.94% | 96.24% | 216.26% |
Sector | Consumer Staples | 1.15% | 1.43% | 0.24% | 2.33% | 7.34% | 15.70% | 62.97% | 115.82% |
Sector | Health Care | 2.02% | 0.31% | -1.77% | -7.70% | -7.31% | 6.22% | 43.27% | 108.94% |
Sector | Industrials | 1.14% | 5.64% | 14.75% | 4.82% | 16.48% | 58.48% | 161.17% | 201.57% |
Sector | Materials | 1.02% | 2.94% | 7.80% | -2.66% | -2.84% | 9.32% | 88.81% | 108.88% |
Sector | Real Estate | 1.25% | 0.96% | 3.86% | 0.51% | 11.94% | 8.08% | 60.41% | |
Sector | Technology | 0.19% | 7.95% | 21.79% | -1.96% | 11.38% | 73.21% | 161.57% | 509.35% |
Sector | Utilities | 1.47% | 2.42% | 5.67% | 4.60% | 17.03% | 24.51% | 75.27% | 155.17% |