All Portfolios
Updated: Jul 29, 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 | 0.40% | 0.22% | 1.52% | 7.19% | 11.39% | 26.25% | 44.45% | 97.93% |
| Portfolio | Ray Dalio All Weather Portfolio | 0.74% | 0.48% | 0.85% | 4.49% | 8.29% | 14.05% | 24.67% | 84.75% |
| Portfolio | Golden Butterfly Portfolio | 0.31% | -0.32% | 0.78% | 5.36% | 12.41% | 30.74% | 65.13% | 139.26% |
| Portfolio | Couch Potato Portfolio | 0.12% | 0.54% | 1.87% | 7.77% | 10.99% | 28.68% | 48.87% | 113.84% |
| Portfolio | Bogleheads Three Fund Portfolio | 0.08% | 0.37% | 1.40% | 7.97% | 12.30% | 32.41% | 45.00% | 102.80% |
| Portfolio | Bogleheads Four Fund Portfolio | 0.03% | 0.33% | 1.37% | 7.90% | 12.32% | 32.89% | 45.90% | 103.22% |
| Portfolio | 60/40 Portfolio | 0.02% | 0.65% | 1.80% | 8.92% | 12.00% | 35.23% | 53.08% | 129.50% |
| Portfolio | Rick Ferri Core Four Portfolio | 0.19% | 0.26% | 1.20% | 7.02% | 11.53% | 28.84% | 39.44% | 90.77% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | 0.30% | 0.16% | 1.04% | 5.69% | 8.17% | 21.77% | 40.50% | 85.09% |
| Portfolio | William Bernstein's Coward Portfolio | 0.06% | 0.10% | 1.10% | 6.51% | 9.41% | 27.24% | 47.08% | 88.29% |
| Portfolio | Harry Brown Permanent Portfolio | 0.44% | -0.34% | 0.59% | 3.64% | 14.42% | 31.38% | 56.73% | 135.76% |
| Asset Class | US Total Mkt Equities | -0.32% | 0.91% | 2.86% | 14.92% | 17.43% | 58.17% | 103.96% | 239.75% |
| Asset Class | Developed Markets Ex-US Equities | -0.03% | -0.24% | 0.30% | 8.91% | 17.62% | 45.75% | 63.80% | 90.39% |
| Asset Class | US Real Estate Equities | 1.61% | -0.16% | 2.23% | 4.81% | 5.83% | 4.96% | 35.59% | 73.18% |
| Asset Class | Emerging Mkts Equities | 0.04% | -0.47% | 1.80% | 13.52% | 19.70% | 32.71% | 26.55% | 65.53% |
| Asset Class | International Ex-US Mkts Equities | -0.06% | -0.42% | 0.61% | 9.64% | 17.90% | 42.71% | 55.91% | 86.18% |
| Asset Class | US Growth Equities | -0.47% | 1.46% | 4.57% | 20.09% | 25.65% | 82.88% | 117.42% | 347.92% |
| Asset Class | US Large Cap Blend Equities | -0.26% | 1.03% | 2.84% | 14.89% | 18.16% | 60.84% | 111.06% | 259.02% |
| Asset Class | US Large Cap Value Equities | -0.01% | 0.48% | 0.65% | 8.53% | 10.24% | 39.59% | 95.63% | 175.06% |
| Asset Class | US Small Cap Blend Equities | -0.29% | 0.07% | 2.31% | 13.70% | 7.45% | 31.68% | 71.91% | 135.69% |
| Asset Class | US Small Cap Value Equities | -0.20% | -0.28% | 1.73% | 12.74% | 5.09% | 31.04% | 101.26% | 132.93% |
| Asset Class | Europe Developed Markets Equities | -0.14% | -0.83% | -0.28% | 7.63% | 18.15% | 53.55% | 70.41% | 91.13% |
| Asset Class | Pacific Developed Markets Equities | 0.08% | 0.70% | 0.73% | 9.51% | 14.04% | 34.63% | 45.77% | 78.70% |
| Asset Class | Long-Term US Treasuries | 1.69% | 0.92% | -0.56% | -1.32% | -2.60% | -16.95% | -40.97% | -7.48% |
| Asset Class | Intermediate-Term US Treasuries | 0.66% | 0.16% | 0.17% | 0.01% | 3.78% | -0.47% | -13.06% | 10.20% |
| Asset Class | 3-7 Year Treasuries | 0.31% | 0.01% | 0.33% | 0.16% | 4.79% | 6.01% | -2.45% | 14.65% |
| Asset Class | Short-Term US Treasuries | 0.09% | -0.04% | 0.44% | 0.34% | 4.61% | 9.70% | 6.12% | 15.54% |
| Asset Class | US TIPS | 0.54% | 0.18% | 0.97% | 0.86% | 5.07% | 2.75% | 5.48% | 28.16% |
| Asset Class | US Total Bond Mkt | 0.52% | 0.27% | 0.38% | 0.81% | 4.33% | 5.40% | -5.20% | 18.04% |
| Asset Class | US Short-Term Bonds | 0.14% | -0.01% | 0.50% | 0.58% | 5.19% | 10.36% | 5.72% | 20.10% |
| Asset Class | Total Bond Mkt Ex-US | 0.12% | -0.04% | 0.05% | 0.27% | 4.38% | 7.57% | -1.01% | 22.48% |
| Asset Class | Gold | 0.27% | -3.11% | -0.37% | 0.84% | 39.25% | 87.41% | 235.96% | 492.53% |
| Asset Class | Broad Market Commodities | 1.29% | 1.11% | 3.47% | 10.31% | 7.92% | -3.47% | 95.81% | 64.88% |
| Sector | Energy | 0.98% | 4.07% | 4.08% | 11.39% | 0.63% | 25.91% | 200.52% | 89.57% |
| Sector | Financials | -0.51% | 0.23% | 0.27% | 8.64% | 23.53% | 64.77% | 140.15% | 211.78% |
| Sector | Communication Services | -0.86% | -1.61% | -1.52% | 11.45% | 26.94% | 93.43% | 93.45% | |
| Sector | Consumer Discretionary | -0.69% | -0.38% | 2.91% | 14.10% | 21.97% | 41.16% | 71.32% | 212.45% |
| Sector | Consumer Staples | 0.66% | -0.53% | -0.96% | -0.11% | 6.01% | 17.91% | 47.17% | 110.17% |
| Sector | Health Care | -0.64% | 0.67% | -1.67% | -3.85% | -8.90% | 6.61% | 36.86% | 107.21% |
| Sector | Industrials | -1.14% | 1.15% | 3.20% | 16.74% | 22.86% | 67.17% | 128.63% | 236.39% |
| Sector | Materials | -0.38% | -1.36% | 0.67% | 8.62% | 1.05% | 23.10% | 65.86% | 141.78% |
| Sector | Real Estate | 1.66% | 0.05% | 2.52% | 4.42% | 7.80% | 7.17% | 39.38% | |
| Sector | Technology | 0.00% | 2.04% | 5.23% | 25.96% | 23.37% | 87.08% | 154.76% | 595.65% |
| Sector | Utilities | 1.15% | -0.55% | 3.22% | 7.91% | 21.75% | 25.42% | 62.38% | 165.56% |