All Portfolios

Updated: Jul 29, 2025

CategoryName1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
PortfolioDavid Swensen Unconventional Success Portfolio0.40%0.22%1.52%7.19%11.39%26.25%44.45%97.93%
PortfolioRay Dalio All Weather Portfolio0.74%0.48%0.85%4.49%8.29%14.05%24.67%84.75%
PortfolioGolden Butterfly Portfolio0.31%-0.32%0.78%5.36%12.41%30.74%65.13%139.26%
PortfolioCouch Potato Portfolio0.12%0.54%1.87%7.77%10.99%28.68%48.87%113.84%
PortfolioBogleheads Three Fund Portfolio0.08%0.37%1.40%7.97%12.30%32.41%45.00%102.80%
PortfolioBogleheads Four Fund Portfolio0.03%0.33%1.37%7.90%12.32%32.89%45.90%103.22%
Portfolio60/40 Portfolio0.02%0.65%1.80%8.92%12.00%35.23%53.08%129.50%
PortfolioRick Ferri Core Four Portfolio0.19%0.26%1.20%7.02%11.53%28.84%39.44%90.77%
PortfolioBill Schultheis Coffeehouse Portfolio0.30%0.16%1.04%5.69%8.17%21.77%40.50%85.09%
PortfolioWilliam Bernstein's Coward Portfolio0.06%0.10%1.10%6.51%9.41%27.24%47.08%88.29%
PortfolioHarry Brown Permanent Portfolio0.44%-0.34%0.59%3.64%14.42%31.38%56.73%135.76%
Asset ClassUS Total Mkt Equities-0.32%0.91%2.86%14.92%17.43%58.17%103.96%239.75%
Asset ClassDeveloped Markets Ex-US Equities-0.03%-0.24%0.30%8.91%17.62%45.75%63.80%90.39%
Asset ClassUS Real Estate Equities1.61%-0.16%2.23%4.81%5.83%4.96%35.59%73.18%
Asset ClassEmerging Mkts Equities0.04%-0.47%1.80%13.52%19.70%32.71%26.55%65.53%
Asset ClassInternational Ex-US Mkts Equities-0.06%-0.42%0.61%9.64%17.90%42.71%55.91%86.18%
Asset ClassUS Growth Equities-0.47%1.46%4.57%20.09%25.65%82.88%117.42%347.92%
Asset ClassUS Large Cap Blend Equities-0.26%1.03%2.84%14.89%18.16%60.84%111.06%259.02%
Asset ClassUS Large Cap Value Equities-0.01%0.48%0.65%8.53%10.24%39.59%95.63%175.06%
Asset ClassUS Small Cap Blend Equities-0.29%0.07%2.31%13.70%7.45%31.68%71.91%135.69%
Asset ClassUS Small Cap Value Equities-0.20%-0.28%1.73%12.74%5.09%31.04%101.26%132.93%
Asset ClassEurope Developed Markets Equities-0.14%-0.83%-0.28%7.63%18.15%53.55%70.41%91.13%
Asset ClassPacific Developed Markets Equities0.08%0.70%0.73%9.51%14.04%34.63%45.77%78.70%
Asset ClassLong-Term US Treasuries1.69%0.92%-0.56%-1.32%-2.60%-16.95%-40.97%-7.48%
Asset ClassIntermediate-Term US Treasuries0.66%0.16%0.17%0.01%3.78%-0.47%-13.06%10.20%
Asset Class 3-7 Year Treasuries0.31%0.01%0.33%0.16%4.79%6.01%-2.45%14.65%
Asset ClassShort-Term US Treasuries0.09%-0.04%0.44%0.34%4.61%9.70%6.12%15.54%
Asset ClassUS TIPS0.54%0.18%0.97%0.86%5.07%2.75%5.48%28.16%
Asset ClassUS Total Bond Mkt0.52%0.27%0.38%0.81%4.33%5.40%-5.20%18.04%
Asset ClassUS Short-Term Bonds0.14%-0.01%0.50%0.58%5.19%10.36%5.72%20.10%
Asset ClassTotal Bond Mkt Ex-US0.12%-0.04%0.05%0.27%4.38%7.57%-1.01%22.48%
Asset ClassGold0.27%-3.11%-0.37%0.84%39.25%87.41%235.96%492.53%
Asset ClassBroad Market Commodities1.29%1.11%3.47%10.31%7.92%-3.47%95.81%64.88%
SectorEnergy0.98%4.07%4.08%11.39%0.63%25.91%200.52%89.57%
SectorFinancials-0.51%0.23%0.27%8.64%23.53%64.77%140.15%211.78%
SectorCommunication Services-0.86%-1.61%-1.52%11.45%26.94%93.43%93.45%
SectorConsumer Discretionary-0.69%-0.38%2.91%14.10%21.97%41.16%71.32%212.45%
SectorConsumer Staples0.66%-0.53%-0.96%-0.11%6.01%17.91%47.17%110.17%
SectorHealth Care-0.64%0.67%-1.67%-3.85%-8.90%6.61%36.86%107.21%
SectorIndustrials-1.14%1.15%3.20%16.74%22.86%67.17%128.63%236.39%
SectorMaterials-0.38%-1.36%0.67%8.62%1.05%23.10%65.86%141.78%
SectorReal Estate1.66%0.05%2.52%4.42%7.80%7.17%39.38%
SectorTechnology0.00%2.04%5.23%25.96%23.37%87.08%154.76%595.65%
SectorUtilities1.15%-0.55%3.22%7.91%21.75%25.42%62.38%165.56%
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