All Portfolios
Total Return by Period
Updated: Aug 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 | -0.19% | -0.18% | 2.92% | 5.96% | 9.77% | 32.85% | 41.83% | 115.00% |
| Portfolio | Ray Dalio All Weather Portfolio | -0.36% | 0.06% | 0.91% | 4.49% | 5.53% | 18.89% | 23.88% | 90.70% |
| Portfolio | Golden Butterfly Portfolio | -0.06% | 0.37% | 2.47% | 5.25% | 11.29% | 36.38% | 63.86% | 148.60% |
| Portfolio | Couch Potato Portfolio | -0.34% | 0.12% | 2.45% | 6.14% | 10.40% | 33.72% | 44.37% | 128.46% |
| Portfolio | Bogleheads Three Fund Portfolio | -0.36% | -0.23% | 2.77% | 6.27% | 11.14% | 39.28% | 41.51% | 119.40% |
| Portfolio | Bogleheads Four Fund Portfolio | -0.35% | -0.23% | 2.70% | 6.02% | 11.22% | 39.57% | 42.76% | 120.30% |
| Portfolio | 60/40 Portfolio | -0.39% | 0.04% | 2.62% | 6.83% | 10.93% | 41.27% | 48.81% | 145.68% |
| Portfolio | Rick Ferri Core Four Portfolio | -0.30% | -0.29% | 2.66% | 5.91% | 10.34% | 35.59% | 37.69% | 104.91% |
| Portfolio | Bill Schultheis Coffeehouse Portfolio | -0.11% | -0.11% | 2.92% | 5.34% | 7.98% | 26.90% | 39.32% | 98.76% |
| Portfolio | William Bernstein's Coward Portfolio | -0.13% | -0.17% | 2.94% | 5.63% | 9.14% | 32.15% | 44.13% | 101.89% |
| Portfolio | Harry Brown Permanent Portfolio | -0.05% | 0.51% | 1.46% | 4.11% | 12.33% | 35.79% | 55.32% | 141.14% |
| Asset Class | US Total Mkt Equities | -0.59% | 0.01% | 4.08% | 10.08% | 16.92% | 66.00% | 92.15% | 279.33% |
| Asset Class | Developed Markets Ex-US Equities | -0.51% | -1.43% | 4.80% | 6.42% | 15.85% | 58.07% | 62.07% | 117.98% |
| Asset Class | US Real Estate Equities | 0.55% | 0.07% | 3.73% | 4.24% | 1.71% | 11.82% | 34.64% | 89.51% |
| Asset Class | Emerging Mkts Equities | -0.48% | -1.52% | 3.44% | 10.53% | 18.34% | 36.79% | 22.73% | 91.56% |
| Asset Class | International Ex-US Mkts Equities | -0.45% | -1.35% | 4.59% | 7.34% | 16.54% | 52.77% | 53.76% | 113.59% |
| Asset Class | US Growth Equities | -1.16% | 0.04% | 3.05% | 11.13% | 23.87% | 93.32% | 97.36% | 397.54% |
| Asset Class | US Large Cap Blend Equities | -0.58% | -0.02% | 3.79% | 9.79% | 17.08% | 69.15% | 97.83% | 300.85% |
| Asset Class | US Large Cap Value Equities | 0.04% | -0.15% | 4.39% | 7.46% | 9.43% | 45.05% | 90.39% | 207.09% |
| Asset Class | US Small Cap Blend Equities | -0.41% | 0.04% | 6.28% | 11.00% | 10.43% | 38.50% | 69.74% | 164.16% |
| Asset Class | US Small Cap Value Equities | -0.10% | -0.16% | 6.85% | 10.97% | 8.26% | 38.28% | 97.36% | 160.88% |
| Asset Class | Europe Developed Markets Equities | -0.44% | -2.11% | 4.31% | 3.77% | 14.56% | 66.96% | 67.86% | 114.69% |
| Asset Class | Pacific Developed Markets Equities | -0.99% | -1.44% | 5.00% | 9.15% | 14.32% | 46.06% | 45.30% | 110.25% |
| Asset Class | Long-Term US Treasuries | -0.71% | -0.52% | -1.39% | 1.12% | -7.73% | -14.54% | -37.88% | -8.06% |
| Asset Class | Intermediate-Term US Treasuries | -0.08% | 0.40% | 0.49% | 2.32% | 2.13% | 4.06% | -11.24% | 10.94% |
| Asset Class | 3-7 Year Treasuries | 0.07% | 0.38% | 0.57% | 1.87% | 3.81% | 9.72% | -1.31% | 15.69% |
| Asset Class | Short-Term US Treasuries | 0.08% | 0.16% | 0.39% | 1.05% | 3.91% | 11.08% | 6.64% | 16.12% |
| Asset Class | US TIPS | -0.11% | 0.23% | 0.91% | 2.32% | 4.10% | 5.49% | 5.56% | 31.04% |
| Asset Class | US Total Bond Mkt | -0.12% | 0.08% | 0.61% | 2.40% | 2.84% | 9.01% | -3.28% | 19.35% |
| Asset Class | US Short-Term Bonds | 0.06% | 0.22% | 0.80% | 1.76% | 4.68% | 12.85% | 6.70% | 21.26% |
| Asset Class | Total Bond Mkt Ex-US | 0.00% | 0.06% | 0.00% | 0.36% | 3.36% | 11.23% | -0.17% | 23.25% |
| Asset Class | Gold | 0.95% | 2.39% | 2.86% | 4.73% | 36.71% | 99.02% | 247.57% | 490.74% |
| Asset Class | Broad Market Commodities | 0.14% | 0.59% | 0.54% | 6.37% | 4.60% | -6.09% | 82.05% | 67.35% |
| Sector | Energy | 0.55% | 2.55% | 5.61% | 11.75% | 2.78% | 23.73% | 203.37% | 111.27% |
| Sector | Financials | 0.26% | 0.78% | 5.04% | 6.28% | 20.84% | 70.55% | 132.58% | 254.65% |
| Sector | Communication Services | -0.20% | 0.07% | 4.97% | 10.10% | 29.71% | 110.95% | 83.27% | |
| Sector | Consumer Discretionary | -1.03% | -0.58% | 7.24% | 8.60% | 26.70% | 50.97% | 59.96% | 253.10% |
| Sector | Consumer Staples | 0.65% | -2.05% | 0.77% | -1.81% | 1.17% | 18.80% | 39.73% | 127.02% |
| Sector | Health Care | 0.73% | -0.54% | 4.80% | 4.09% | -10.49% | 14.92% | 37.49% | 135.91% |
| Sector | Industrials | -0.92% | -0.74% | 1.52% | 6.74% | 18.51% | 69.77% | 107.91% | 263.52% |
| Sector | Materials | 0.14% | 0.11% | 6.41% | 7.39% | 0.88% | 28.18% | 59.11% | 168.93% |
| Sector | Real Estate | 0.55% | -0.07% | 2.47% | 2.29% | 1.40% | 11.97% | 36.92% | |
| Sector | Technology | -1.53% | 0.01% | 2.09% | 13.83% | 21.42% | 96.31% | 121.36% | 657.88% |
| Sector | Utilities | -0.37% | -2.00% | -1.72% | 3.61% | 14.60% | 23.56% | 66.43% | 181.89% |