Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 06 2026 Eastern Time

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Update time is Eastern Time (ET - America/New York).

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 Monthly Return (%)
Return (%) as of Mar 26
Ticker Asset Class Apr 26â–ľ Time(ET) 1M 3M 6M
CWB
US Convertible Bonds 2.17 Apr 06 -2.88 2.85 1.95
VNQ
US REITs 1.97 Apr 06 -6.31 1.31 -1.04
QQQ
US Technology 1.92 Apr 06 -4.84 -5.93 -3.62
DBC
Commodities 1.81 Apr 06 15.34 29.47 32.82
VPL
Pacific 1.71 Apr 06 -10.28 8.11 14.30
VGK
Europe 1.71 Apr 06 -8.16 -0.95 4.76
EFA
EAFE Stocks 1.50 Apr 06 -7.83 1.15 5.91
IJR
US Small Cap 1.48 Apr 06 -4.00 3.60 5.26
VTI
US Total Stock Market 1.32 Apr 06 -5.00 -4.01 -1.66
VT
World All Countries 1.25 Apr 06 -6.22 -1.71 1.42
SPY
US Large Cap 1.23 Apr 06 -4.94 -4.37 -1.82
PFF
US Preferred Stocks 1.07 Apr 06 -3.37 -1.42 -1.65
FLLA
Latin America 0.68 Apr 06 -2.95 17.39 25.38
HYG
US High Yield Bonds 0.57 Apr 06 -0.95 -0.35 0.87
EEM
Emerging Markets 0.55 Apr 06 -9.25 3.80 7.87
EMB
Emerg. Market Bonds 0.52 Apr 06 -3.49 -1.61 1.15
LQD
US Invest. Grade Bonds 0.40 Apr 06 -2.07 -0.38 -0.05
TLT
US Long Term Treasuries 0.40 Apr 06 -4.23 0.17 -0.87
TIP
US TIPS 0.36 Apr 06 -1.36 0.41 0.33
BND
US Total Bond Market 0.13 Apr 06 -1.74 0.05 0.95
BIL
US Cash 0.06 Apr 06 0.29 0.85 1.84
BNDX
International Bonds -0.08 Apr 06 -2.14 -0.13 0.17
GLD
Gold -0.54 Apr 06 -11.05 8.57 21.05
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Apr 26) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 3.16 Apr 06 -5.04 -4.04 -6.08
Ark Tech Portfolio Cathie Wood 2.55 Apr 06 -7.92 -10.30 -14.95
Stocks/Bonds 80/20 Momentum 2.55 Apr 06 -4.38 -3.22 -4.77
Talmud Portfolio 2x Leveraged Roger Gibson 2.31 Apr 06 -9.50 -3.27 -4.21
Developed World ex-US Stocks Momentum 2.27 Apr 06 -8.90 0.10 3.92
Stocks/Bonds 60/40 Momentum 1.95 Apr 06 -3.71 -2.40 -3.41
Technology 1.92 Apr 06 -4.84 -5.93 -3.62
Robust Alpha Architect 1.90 Apr 06 -1.63 3.84 4.53
Ivy Portfolio Mebane Faber 1.73 Apr 06 0.87 7.89 9.41
European Stocks 1.71 Apr 06 -8.16 -0.95 4.76
Developed World ex-US Stocks 1.69 Apr 06 -8.61 2.75 8.94
US Stocks ESG 1.43 Apr 06 -5.45 -6.94 -4.73
Stocks/Bonds 60/40 2x Leveraged 1.39 Apr 06 -8.15 -6.62 -4.34
Ultimate Buy and Hold Strategy Paul Merriman 1.38 Apr 06 -6.55 2.08 5.48
Stocks/Bonds 40/60 Momentum 1.34 Apr 06 -3.05 -1.58 -2.01
Diavola Portfolio Davide Pisicchio 1.33 Apr 06 -4.57 -4.09 -1.85
Developed World ex-US 80/20 1.33 Apr 06 -7.42 2.18 7.35
Developed World ex-US 60/40 Momentum 1.33 Apr 06 -6.31 0.01 2.61
US Stocks 1.32 Apr 06 -5.00 -4.01 -1.66
7Twelve Portfolio Craig Israelsen 1.32 Apr 06 0.70 7.06 8.47
Dedalo Three Dedalo Invest 1.30 Apr 06 -5.38 -3.32 -0.73
Five Asset Roger Gibson 1.28 Apr 06 -1.04 5.80 7.70
All Country World Stocks 1.25 Apr 06 -6.22 -1.71 1.42
Second Grader's Starter Paul Farrell 1.18 Apr 06 -5.67 -1.73 1.31
Talmud Portfolio Roger Gibson 1.14 Apr 06 -4.39 -0.88 -0.49
Robo Advisor 100 Value Tilt Betterment 1.14 Apr 06 -6.32 0.41 3.84
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.13 Apr 06 -4.93 -0.87 1.39
Core Four Rick Ferri 1.12 Apr 06 -5.26 -1.27 1.15
US Stocks Quality 1.11 Apr 06 -6.17 -3.22 -0.87
Mid-Twenties Burton Malkiel 1.11 Apr 06 -6.04 -0.57 2.00
Yale Endowment David Swensen 1.11 Apr 06 -5.05 -0.29 1.40
Warren Buffett Portfolio Warren Buffett 1.10 Apr 06 -4.46 -4.28 -1.99
Sheltered Sam 100/0 Bill Bernstein 1.09 Apr 06 -5.91 1.86 5.88
Four Funds Bogleheads 1.09 Apr 06 -5.31 -1.29 1.54
Stocks/Bonds 80/20 1.09 Apr 06 -4.35 -3.20 -1.11
Robo Advisor 90 Value Tilt Betterment 1.08 Apr 06 -6.15 0.77 4.35
Late Thirties to Early Forties Burton Malkiel 1.08 Apr 06 -5.91 -0.60 1.90
Gretchen Tai Portfolio Gretchen Tai 1.08 Apr 06 -5.61 0.24 3.16
Family Taxable Portfolio Ted Aronson 1.07 Apr 06 -5.51 1.40 3.91
Three Funds Bogleheads 1.06 Apr 06 -5.35 -1.32 1.59
Nano Portfolio John Wasik 1.06 Apr 06 -4.52 -0.22 1.06
Mid-Fifties Burton Malkiel 1.05 Apr 06 -5.68 -0.56 1.70
LifeStrategy Growth Fund Vanguard 1.05 Apr 06 -5.44 -1.21 1.73
Long Term Portfolio Ben Stein 1.05 Apr 06 -5.01 0.14 2.63
Lazy Portfolio David Swensen 1.04 Apr 06 -4.95 -0.36 1.12
Edge Select Aggressive Merrill Lynch 1.04 Apr 06 -5.49 -1.35 1.40
All Country World 80/20 1.03 Apr 06 -5.42 -1.42 1.33
Dedalo Four Dedalo Invest 1.03 Apr 06 -4.74 -2.66 -0.47
Simple Path to Wealth JL Collins 1.03 Apr 06 -4.18 -3.00 -0.97
Dedalo Eleven Dedalo Invest 1.01 Apr 06 -5.51 -1.49 1.38
US Stocks Equal Weight 1.00 Apr 06 -5.97 0.62 2.01
Sheltered Sam 90/10 Bill Bernstein 0.99 Apr 06 -5.44 1.70 5.40
Margaritaville Scott Burns 0.98 Apr 06 -4.91 -0.49 2.05
Developed World ex-US 60/40 0.98 Apr 06 -6.17 1.60 5.69
Robo Advisor 80 Value Tilt Betterment 0.98 Apr 06 -5.76 0.68 4.00
No Brainer Portfolio Bill Bernstein 0.98 Apr 06 -4.45 0.33 2.97
Dynamic 60/40 Income The Lazy Team 0.98 Apr 06 -3.27 -0.84 -0.37
Late Sixties and Beyond Burton Malkiel 0.97 Apr 06 -5.08 -0.50 1.37
Five Fold Scott Burns 0.97 Apr 06 -4.66 -0.03 1.17
Gone Fishin' Portfolio Alexander Green 0.96 Apr 06 -5.81 1.43 5.42
JP Morgan Balanced Portfolio JP Morgan 0.96 Apr 06 -3.29 1.21 3.41
Pepperoni Portfolio Davide Pisicchio 0.93 Apr 06 -3.61 -2.46 -0.68
Andrew Tobias Portfolio Andrew Tobias 0.92 Apr 06 -4.53 -0.87 1.97
Stocks/Bonds 60/40 ESG 0.92 Apr 06 -3.98 -4.18 -2.45
Weird Portfolio Value Stock Geek 0.91 Apr 06 -6.83 3.11 6.71
Sheltered Sam 80/20 Bill Bernstein 0.90 Apr 06 -4.95 1.55 4.93
Edge Select Moderately Aggressive Merrill Lynch 0.89 Apr 06 -4.80 -1.28 1.16
Perfect Portfolio Ben Stein 0.89 Apr 06 -4.64 1.07 4.08
Ideal Index Frank Armstrong 0.89 Apr 06 -4.63 1.46 4.02
Stocks/Bonds 40/60 2x Leveraged 0.89 Apr 06 -7.07 -4.81 -3.03
Stocks/Bonds 60/40 with Bitcoin 0.89 Apr 06 -3.61 -2.79 -1.51
Simple and Cheap Time Money Inc 0.88 Apr 06 -4.56 -0.62 1.27
GAA Global Asset Allocation Mebane Faber 0.86 Apr 06 -3.44 2.10 4.36
Developed World ex-US 40/60 Momentum 0.86 Apr 06 -4.96 -0.03 1.87
Stocks/Bonds 60/40 0.85 Apr 06 -3.69 -2.39 -0.57
Couch Potato Scott Burns 0.84 Apr 06 -3.18 -1.80 -0.60
Ultimate Buy&Hold FundAdvice 0.84 Apr 06 -4.49 1.26 3.68
Tilt Toward Value Time Money Inc 0.83 Apr 06 -4.30 -0.15 1.68
One-Decision Portfolio Marvin Appel 0.82 Apr 06 -2.97 0.00 0.78
Aggressive Global Income The Lazy Team 0.82 Apr 06 -3.73 3.90 6.52
LifeStrategy Moderate Growth Vanguard 0.80 Apr 06 -4.56 -0.91 1.53
Coffeehouse Bill Schultheis 0.80 Apr 06 -3.90 1.02 2.76
All Country World 60/40 0.80 Apr 06 -4.62 -1.13 1.21
Sheltered Sam 70/30 Bill Bernstein 0.80 Apr 06 -4.46 1.40 4.45
Pinwheel Tyler 0.79 Apr 06 -5.62 1.52 4.80
Simple Money Portfolio Tim Maurer 0.77 Apr 06 -4.27 1.25 4.28
Rob Arnott Portfolio Rob Arnott 0.77 Apr 06 -1.71 2.78 3.68
Golden Ratio Portfolio Frank Vasquez 0.74 Apr 06 -5.42 0.33 3.32
Big Rocks Portfolio Larry Swedroe 0.74 Apr 06 -3.65 1.25 3.54
Stocks/Bonds 20/80 Momentum 0.74 Apr 06 -2.39 -0.77 -0.56
US Stocks Minimum Volatility 0.73 Apr 06 -4.79 -1.10 -1.72
Capricciosa Portfolio Davide Pisicchio 0.73 Apr 06 -3.86 -1.46 0.82
Edge Select Moderate Merrill Lynch 0.73 Apr 06 -4.06 -0.97 1.13
Four Square Scott Burns 0.71 Apr 06 -4.23 -0.37 1.66
Sandwich Portfolio Bob Clyatt 0.71 Apr 06 -4.21 -0.11 1.81
Marc Faber Portfolio Marc Faber 0.70 Apr 06 -6.71 2.23 6.53
Global Market Portfolio Credit Suisse 0.70 Apr 06 -4.52 -0.35 1.10
Sheltered Sam 60/40 Bill Bernstein 0.70 Apr 06 -3.96 1.24 3.96
Coward's Portfolio Bill Bernstein 0.69 Apr 06 -3.77 0.95 3.24
Dynamic 40/60 Income The Lazy Team 0.69 Apr 06 -2.66 -1.43 0.05
All Weather Portfolio with Bitcoin Ray Dalio 0.68 Apr 06 -3.11 0.89 2.05
US Stocks Value 0.66 Apr 06 -4.59 0.10 3.24
Stocks/Bonds 40/60 ESG 0.66 Apr 06 -3.26 -2.80 -1.33
Cape US Sector Value Robert Shiller 0.66 Apr 06 -7.33 -4.29 -4.53
Golden Butterfly 2x Leveraged Tyler 0.65 Apr 06 -11.16 0.55 8.02
Stocks/Bonds 40/60 with Bitcoin 0.65 Apr 06 -2.96 -1.97 -1.00
Robo Advisor 50 Value Tilt Betterment 0.64 Apr 06 -4.39 0.12 2.42
Odd-Stats Strategy Aim Ways 0.64 Apr 06 -4.61 -0.54 1.45
High Yield Bonds Income The Lazy Team 0.64 Apr 06 -2.13 -0.78 0.41
All Weather Portfolio Ray Dalio 0.63 Apr 06 -3.08 1.71 3.58
Developed World ex-US 40/60 0.63 Apr 06 -4.88 1.03 3.94
Lifepath Fund iShares 0.61 Apr 06 -3.44 -0.53 1.28
Stocks/Bonds 40/60 0.61 Apr 06 -3.04 -1.57 -0.05
Sheltered Sam 50/50 Bill Bernstein 0.60 Apr 06 -3.46 1.09 3.47
Four Seasons Portfolio Davide Pisicchio 0.58 Apr 06 -4.05 -0.61 2.15
In Saecula Saeculorum Fulvio Marchese 0.58 Apr 06 -4.31 -1.01 1.87
All Country World 40/60 0.57 Apr 06 -3.80 -0.84 1.08
All Weather Portfolio 2x Leveraged Ray Dalio 0.57 Apr 06 -6.87 3.55 6.24
Shield Strategy Aim Ways 0.56 Apr 06 -5.19 -0.30 3.67
LifeStrategy Conservative Growth Vanguard 0.56 Apr 06 -3.67 -0.60 1.29
Emerging Markets Stocks 0.55 Apr 06 -9.25 3.80 7.87
Edge Select Moderately Conservative Merrill Lynch 0.54 Apr 06 -3.34 -0.78 0.95
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.52 Apr 06 -8.82 -2.72 1.88
Sheltered Sam 40/60 Bill Bernstein 0.51 Apr 06 -2.94 0.94 2.97
Golden Butterfly with Bitcoin Tyler 0.46 Apr 06 -4.81 1.26 4.55
Eliminate Fat Tails Larry Swedroe 0.45 Apr 06 -2.51 1.55 2.80
Margherita Portfolio Davide Pisicchio 0.44 Apr 06 -3.70 -0.21 2.44
Ulcer Free Strategy Aim Ways 0.42 Apr 06 -3.83 0.72 3.01
Aim comfortable trip Aim Ways 0.42 Apr 06 -4.64 1.53 5.71
Sheltered Sam 30/70 Bill Bernstein 0.41 Apr 06 -2.43 0.78 2.47
Golden Butterfly Tyler 0.40 Apr 06 -5.05 1.87 5.97
Seven Value Scott Burns 0.39 Apr 06 -2.23 5.84 7.34
Permanent Portfolio with Bitcoin Harry Browne 0.37 Apr 06 -5.06 0.78 4.22
Stocks/Bonds 20/80 0.37 Apr 06 -2.39 -0.76 0.46
US Inflation Protection 0.36 Apr 06 -1.36 0.41 0.33
Dimensional Retirement Income Fund DFA 0.35 Apr 02 -2.01 0.13 1.18
PISI Portfolio Davide Pisicchio 0.34 Apr 06 -4.11 -0.45 2.24
All Country World 20/80 0.34 Apr 06 -2.98 -0.55 0.92
Desert Portfolio with Bitcoin Gyroscopic Investing 0.34 Apr 06 -3.39 -0.99 1.05
Six Ways from Sunday Scott Burns 0.33 Apr 06 -1.79 6.29 7.52
LifeStrategy Income Fund Vanguard 0.31 Apr 06 -2.77 -0.30 1.02
Permanent Portfolio Harry Browne 0.31 Apr 06 -5.30 1.40 5.62
Sheltered Sam 20/80 Bill Bernstein 0.31 Apr 06 -1.90 0.63 1.96
Edge Select Conservative Merrill Lynch 0.30 Apr 06 -2.16 0.14 1.56
Developed World ex-US 20/80 0.27 Apr 06 -3.54 0.45 2.11
Desert Portfolio Gyroscopic Investing 0.27 Apr 06 -3.65 -0.38 2.47
Conservative Income Charles Schwab 0.27 Apr 06 -1.38 0.34 0.92
Robo Advisor 20 Value Tilt Betterment 0.24 Apr 06 -2.23 0.16 1.76
Larry Portfolio Larry Swedroe 0.24 Apr 06 -2.98 0.96 2.79
Gold Pivot Ptf Aim Ways 0.21 Apr 06 -5.96 1.82 7.22
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.21 Apr 06 -11.70 -0.48 8.06
Sheltered Sam 10/90 Bill Bernstein 0.21 Apr 06 -1.37 0.48 1.45
Paul Boyer Portfolio Paul Boyer 0.21 Apr 06 -5.89 3.18 7.60
Simplified Permanent Portfolio The Lazy Team 0.16 Apr 06 -5.45 1.07 5.68
Total Bond US 0.13 Apr 06 -1.74 0.05 0.95
All Country World Bonds 0.12 Apr 06 -2.14 -0.26 0.73
Sheltered Sam 0/100 Bill Bernstein 0.11 Apr 06 -0.83 0.32 0.93
Robo Advisor 10 Value Tilt Betterment 0.10 Apr 06 -1.39 0.20 1.55
Cockroach Portfolio Tony Dong 0.08 Apr 06 -6.76 3.58 8.65
US Cash 0.06 Apr 06 0.29 0.85 1.84
Robo Advisor 0 Betterment -0.05 Apr 06 -0.53 0.24 1.34
Short Term Treasury -0.05 Apr 06 -0.47 0.27 1.34
10-year Treasury -0.08 Apr 06 -2.32 -0.14 0.79
Total Bond Developed World ex-US -0.08 Apr 06 -2.14 -0.13 0.17
Berkshire Hathaway Warren Buffett -0.43 Apr 06 -5.13 -4.86 -4.78
Gold -0.54 Apr 06 -11.05 8.57 21.05