All Portfolios
Total Return by Period
Updated: Dec 05, 2025
| Category | Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | David Swensen Unconventional Success | -0.02% | -0.54% | 0.69% | 2.11% | 6.30% | 25.93% | 15.10% | 57.20% |
| Portfolio | Ray Dalio All Weather | -0.14% | -0.88% | 0.53% | 2.94% | 6.55% | 20.00% | 8.21% | 51.87% |
| Portfolio | Golden Butterfly | -0.08% | -0.43% | 1.56% | 4.44% | 12.67% | 41.31% | 34.21% | 90.65% |
| Portfolio | Couch Potato | -0.02% | -0.18% | 0.92% | 2.23% | 6.52% | 33.82% | 27.04% | 84.31% |
| Portfolio | Bogleheads Three Fund | 0.04% | -0.06% | 1.13% | 3.10% | 9.19% | 35.53% | 25.42% | 75.15% |
| Portfolio | Bogleheads Four Fund | 0.04% | -0.04% | 1.08% | 3.08% | 8.94% | 35.30% | 25.38% | 75.98% |
| Portfolio | Sixty Forty | 0.03% | -0.09% | 1.27% | 3.20% | 7.67% | 41.03% | 34.18% | 99.23% |
| Portfolio | Rick Ferri Core Four | 0.03% | -0.15% | 0.96% | 2.60% | 8.62% | 30.51% | 19.33% | 59.24% |
| Portfolio | Bill Schultheis Coffeehouse | -0.02% | -0.29% | 1.05% | 1.40% | 4.05% | 22.17% | 17.30% | 54.00% |
| Portfolio | William Bernstein's Coward | 0.06% | -0.01% | 1.06% | 1.99% | 6.05% | 24.28% | 23.36% | 61.80% |
| Portfolio | Harry Brown Permanent | -0.13% | -0.65% | 1.20% | 4.98% | 15.81% | 41.90% | 30.09% | 83.76% |
| Asset Class | Gold (GLD) | -0.18% | -0.37% | 4.92% | 16.73% | 59.12% | 134.43% | 124.26% | 275.77% |
| Asset Class | Agricultural Commodities (DBA) | 0.23% | 0.38% | 1.22% | -2.36% | -1.78% | 35.10% | 73.33% | 29.43% |
| Asset Class | Industrial Metals (DBB) | 0.99% | 2.05% | 3.84% | 13.23% | 9.74% | 10.38% | 28.76% | 95.72% |
| Asset Class | Commodities Broad Basket (DBC) | 0.60% | 1.17% | 1.88% | 5.90% | 5.66% | -2.99% | 66.17% | 70.17% |
| Asset Class | US Dollar (UUP) | -0.11% | -0.46% | -0.28% | 2.48% | -5.93% | -1.40% | 14.75% | 9.77% |
| Asset Class | US Equities (VTI) | 0.14% | 0.37% | 2.26% | 5.64% | 11.92% | 71.37% | 76.26% | 218.72% |
| Asset Class | Europe Equities (VGK) | 0.04% | 0.60% | 2.55% | 4.39% | 22.20% | 45.12% | 37.07% | 62.71% |
| Asset Class | Latin America Equities (ILF) | -4.16% | -1.57% | 1.36% | 12.06% | 30.63% | 20.85% | 6.75% | 36.33% |
| Asset Class | Pacific Developed Equities (VPL) | 0.44% | 0.99% | 1.05% | 5.68% | 21.24% | 40.63% | 17.41% | 61.38% |
| Asset Class | India Equities (INDA) | 0.39% | -1.35% | 0.41% | 2.84% | -3.24% | 25.10% | 41.91% | 104.35% |
| Asset Class | China Equities (FXI) | 1.48% | 0.91% | -0.13% | 2.54% | 31.35% | 38.51% | -15.47% | 10.07% |
| Asset Class | Emerging Markets Equities (EEM) | 0.75% | 0.77% | 0.35% | 8.50% | 24.64% | 40.22% | 7.65% | 66.13% |
| Asset Class | Canada Equities (EWC) | 0.41% | 1.12% | 6.37% | 8.38% | 23.13% | 57.24% | 70.04% | 142.56% |
| Asset Class | Developed Markets Equities (VEA) | 0.15% | 0.76% | 2.36% | 5.22% | 22.13% | 44.99% | 32.73% | 67.81% |
| Asset Class | US Real Estate Equities (VNQ) | -0.11% | -1.60% | -0.39% | -2.80% | -6.13% | 5.47% | 4.00% | 14.06% |
| Asset Class | Intl Real Estate Equities (VNQI) | -0.32% | -1.21% | -0.42% | 0.23% | 9.63% | 13.20% | -12.58% | -9.22% |
| Asset Class | Japan Equities (EWJ) | 0.10% | 0.83% | 0.49% | 5.71% | 17.85% | 53.32% | 26.70% | 584.38% |
| Asset Class | Singapore Equities (EWS) | -0.71% | -2.01% | -2.11% | -2.49% | 19.71% | 46.88% | 28.08% | 162.95% |
| Asset Class | US Market Bonds (BND) | -0.12% | -0.78% | -0.17% | -0.09% | 0.94% | 1.42% | -15.56% | -8.61% |
| Asset Class | Developed Markets Bonds (BNDX) | -0.14% | -0.66% | -0.60% | -0.16% | -2.43% | 0.02% | -15.53% | -7.00% |
| Asset Class | Emerging Markets Bonds (EMB) | -0.13% | -0.41% | 0.32% | 1.66% | 4.55% | 12.51% | -16.07% | -9.90% |
| Asset Class | Long-Term US Treasuries (TLT) | -0.46% | -2.26% | -1.56% | -0.44% | -6.45% | -17.56% | -43.19% | -27.62% |
| Asset Class | Short-Term US Treasuries (SHY) | -0.04% | -0.37% | -0.07% | -0.18% | 0.75% | 1.85% | -4.16% | -2.06% |
| Asset Class | 7-10 Year US Treasuries (IEF) | -0.21% | -1.06% | -0.23% | -0.32% | 1.58% | -1.84% | -19.15% | -9.14% |
| Asset Class | US High Yield Bonds (HYG) | 0.00% | -0.30% | 0.52% | -0.15% | 1.23% | 8.29% | -7.02% | -0.38% |
| Asset Class | US TIPS (TIP) | -0.16% | -0.73% | -0.41% | -0.91% | 1.57% | 1.30% | -12.46% | 0.04% |
| Asset Class | US Municipal Bonds (MUB) | 0.05% | -0.48% | -0.29% | 1.58% | -1.38% | 0.62% | -8.42% | -2.82% |
| Asset Class | US Corporate Bonds (LQD) | -0.10% | -0.89% | 0.14% | -0.28% | 0.37% | 1.87% | -19.08% | -3.85% |
| Sector | Energy | -50.21% | -49.23% | -48.72% | -47.44% | -50.41% | -46.18% | 13.02% | -25.45% |
| Sector | Financials | 0.04% | 0.66% | 1.71% | 1.15% | 6.49% | 54.56% | 85.23% | 121.45% |
| Sector | Communication Services | 1.16% | 1.51% | 4.48% | 2.13% | 17.12% | 135.91% | 74.87% | |
| Sector | Consumer Discretionary | -49.72% | -49.37% | -49.24% | -49.07% | -47.49% | -14.20% | -24.24% | 48.47% |
| Sector | Consumer Staples | 0.01% | -1.15% | 2.28% | -2.98% | -5.23% | 3.58% | 16.01% | 55.52% |
| Sector | Health Care | -0.42% | -2.78% | 4.87% | 11.14% | 5.62% | 11.55% | 36.18% | 114.23% |
| Sector | Industrials | -0.28% | 0.58% | 0.82% | 2.42% | 9.69% | 55.47% | 73.28% | 189.37% |
| Sector | Materials | -50.16% | -50.68% | -48.63% | -52.06% | -52.22% | -45.82% | -38.58% | -0.14% |
| Sector | Real Estate | -0.02% | -1.63% | -0.68% | -2.82% | -6.48% | 7.81% | 9.80% | 33.43% |
| Sector | Technology | -49.63% | -48.78% | -49.13% | -44.23% | -38.89% | 12.54% | 16.31% | 231.37% |
| Sector | Utilities | -50.47% | -52.22% | -51.72% | -48.13% | -46.34% | -39.07% | -30.62% | 1.64% |