Assets and Lazy Portfolios Short Term Returns

Last Update - Jan 08 2026, 12:00PM 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).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of Dec 25
Ticker Asset Class Jan 26â–ľ Time(ET) 1M 3M 6M
IJR
US Small Cap 4.12 Jan 08, 11:58AM -0.11 1.61 10.89
EEM
Emerging Markets 3.69 Jan 08, 11:58AM 2.16 3.92 15.04
GLD
Gold 3.54 Jan 08, 11:58AM 2.17 11.49 30.01
VPL
Pacific 3.37 Jan 08, 11:58AM 2.24 5.72 13.78
FLLA
Latin America 3.19 Jan 08, 11:42AM 0.79 6.81 15.32
CWB
US Convertible Bonds 3.07 Jan 08, 11:58AM -1.18 -0.88 8.98
EFA
EAFE Stocks 1.79 Jan 08, 11:58AM 2.71 4.71 9.37
VT
World All Countries 1.74 Jan 08, 11:58AM 0.92 3.19 11.02
VGK
Europe 1.66 Jan 08, 11:58AM 3.52 5.76 9.19
DBC
Commodities 1.52 Jan 08, 11:58AM 0.23 2.59 5.97
PFF
US Preferred Stocks 1.52 Jan 08, 11:59AM 0.82 -0.24 4.48
VTI
US Total Stock Market 1.50 Jan 08, 11:58AM -0.03 2.45 10.93
SPY
US Large Cap 1.16 Jan 08, 11:58AM 0.08 2.67 11.00
VNQ
US REITs 1.09 Jan 08, 11:58AM -2.24 -2.32 1.22
QQQ
US Technology 0.97 Jan 08, 12:00PM -0.67 2.45 11.63
BNDX
International Bonds 0.40 Jan 08, 11:59AM -0.52 0.29 0.85
TLT
US Long Term Treasuries 0.38 Jan 08, 12:00PM -2.66 -1.05 1.35
HYG
US High Yield Bonds 0.31 Jan 08, 11:58AM 0.49 1.23 3.40
TIP
US TIPS 0.20 Jan 08, 11:58AM -0.62 -0.08 1.97
LQD
US Invest. Grade Bonds 0.16 Jan 08, 11:58AM -0.74 0.34 3.19
BND
US Total Bond Market 0.13 Jan 08, 12:00PM -0.30 0.90 2.92
BIL
US Cash 0.08 Jan 08, 11:58AM 0.34 0.98 2.05
EMB
Emerg. Market Bonds -0.25 Jan 08, 12:00PM 0.32 2.81 7.02
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 Jan 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 Dec 25
Portfolio Author Jan 26â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 6.26 Jan 08, 11:58AM -1.80 -5.17 13.95
Emerging Markets Stocks 3.69 Jan 08, 11:58AM 2.16 3.92 15.04
Gold 3.54 Jan 08, 11:58AM 2.17 11.49 30.01
Golden Butterfly 2x Leveraged Tyler 3.32 Jan 08, 11:58AM 0.30 7.43 23.63
Developed World ex-US Stocks Momentum 2.65 Jan 08, 11:52AM 2.72 3.81 8.79
US Stocks Equal Weight 2.56 Jan 08, 11:58AM 0.41 1.38 6.28
Sheltered Sam 100/0 Bill Bernstein 2.49 Jan 08, 11:58AM 1.29 3.95 12.10
Ultimate Buy and Hold Strategy Paul Merriman 2.48 Jan 08, 12:00PM 1.46 3.33 10.88
Weird Portfolio Value Stock Geek 2.46 Jan 08, 12:00PM 0.29 3.50 11.98
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.41 Jan 08, 11:58AM 0.46 8.59 24.77
Robo Advisor 100 Value Tilt Betterment 2.29 Jan 08, 11:58AM 1.27 3.42 11.06
Sheltered Sam 90/10 Bill Bernstein 2.25 Jan 08, 12:00PM 1.16 3.64 11.12
Robo Advisor 90 Value Tilt Betterment 2.17 Jan 08, 12:00PM 1.28 3.56 11.02
Developed World ex-US Stocks 2.17 Jan 08, 11:58AM 3.18 6.02 11.96
US Stocks Value 2.10 Jan 08, 11:59AM 0.33 3.14 9.46
Gone Fishin' Portfolio Alexander Green 2.10 Jan 08, 12:00PM 1.45 3.93 10.85
Family Taxable Portfolio Ted Aronson 2.10 Jan 08, 12:00PM 0.48 2.47 9.13
Sheltered Sam 80/20 Bill Bernstein 2.02 Jan 08, 12:00PM 1.04 3.33 10.14
Golden Butterfly Tyler 2.01 Jan 08, 12:00PM 0.29 4.03 12.68
Golden Butterfly with Bitcoin Tyler 1.98 Jan 08, 12:00PM 0.18 3.25 11.60
Paul Boyer Portfolio Paul Boyer 1.97 Jan 08, 12:00PM 0.47 4.28 12.65
US Stocks Quality 1.96 Jan 08, 11:58AM 0.58 2.43 9.24
Robo Advisor 80 Value Tilt Betterment 1.96 Jan 08, 12:00PM 1.13 3.30 10.16
No Brainer Portfolio Bill Bernstein 1.90 Jan 08, 12:00PM 0.76 2.63 9.06
Pinwheel Tyler 1.86 Jan 08, 11:59AM 0.75 3.23 10.26
All Weather Portfolio 2x Leveraged Ray Dalio 1.82 Jan 08, 11:58AM -1.94 2.60 13.09
Developed World ex-US 80/20 1.82 Jan 08, 11:59AM 2.57 5.06 10.03
Sheltered Sam 70/30 Bill Bernstein 1.78 Jan 08, 12:00PM 0.91 3.01 9.16
Ideal Index Frank Armstrong 1.77 Jan 08, 12:00PM 0.89 2.53 7.94
Golden Ratio Portfolio Frank Vasquez 1.76 Jan 08, 12:00PM -0.30 2.98 11.64
Long Term Portfolio Ben Stein 1.76 Jan 08, 11:58AM 0.76 2.48 8.80
Developed World ex-US 60/40 Momentum 1.75 Jan 08, 11:59AM 1.60 2.60 5.97
All Country World Stocks 1.74 Jan 08, 11:58AM 0.92 3.19 11.02
Mid-Twenties Burton Malkiel 1.71 Jan 08, 12:00PM 0.66 2.59 9.45
European Stocks 1.66 Jan 08, 11:58AM 3.52 5.76 9.19
Marc Faber Portfolio Marc Faber 1.65 Jan 08, 12:00PM 0.52 4.20 12.49
Late Thirties to Early Forties Burton Malkiel 1.65 Jan 08, 12:00PM 0.56 2.51 9.22
Coffeehouse Bill Schultheis 1.62 Jan 08, 12:00PM 0.11 1.72 7.08
Second Grader's Starter Paul Farrell 1.61 Jan 08, 12:00PM 0.79 3.09 10.48
Gretchen Tai Portfolio Gretchen Tai 1.59 Jan 08, 12:00PM 0.95 2.91 8.93
Coward's Portfolio Bill Bernstein 1.59 Jan 08, 12:00PM 0.62 2.27 7.51
Edge Select Aggressive Merrill Lynch 1.58 Jan 08, 12:00PM 0.76 2.79 10.14
Dedalo Three Dedalo Invest 1.57 Jan 08, 11:58AM 0.27 2.68 10.96
Perfect Portfolio Ben Stein 1.57 Jan 08, 11:58AM 0.97 2.98 9.54
Big Rocks Portfolio Larry Swedroe 1.57 Jan 08, 12:00PM 0.72 2.26 7.47
Gold Pivot Ptf Aim Ways 1.55 Jan 08, 12:00PM 0.71 5.31 14.01
Dedalo Eleven Dedalo Invest 1.54 Jan 08, 12:00PM 0.69 2.91 9.70
Sheltered Sam 60/40 Bill Bernstein 1.54 Jan 08, 12:00PM 0.78 2.68 8.17
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.53 Jan 08, 11:58AM -0.58 4.73 15.29
Mid-Fifties Burton Malkiel 1.51 Jan 08, 12:00PM 0.37 2.27 8.58
LifeStrategy Growth Fund Vanguard 1.51 Jan 08, 12:00PM 0.81 2.98 9.63
Seven Value Scott Burns 1.50 Jan 08, 11:59AM 0.04 1.42 6.34
Aggressive Global Income The Lazy Team 1.50 Jan 08, 11:58AM 0.57 2.52 6.86
US Stocks 1.50 Jan 08, 11:58AM -0.03 2.45 10.93
Simple Money Portfolio Tim Maurer 1.49 Jan 08, 12:00PM 1.08 2.99 8.10
Four Funds Bogleheads 1.48 Jan 08, 12:00PM 0.74 2.86 9.62
Ultimate Buy&Hold FundAdvice 1.48 Jan 08, 12:00PM 0.91 2.39 7.60
Three Funds Bogleheads 1.47 Jan 08, 12:00PM 0.77 2.95 9.71
Developed World ex-US 60/40 1.46 Jan 08, 11:59AM 1.90 4.02 7.96
Stocks/Bonds 60/40 2x Leveraged 1.45 Jan 08, 11:58AM -1.00 2.44 12.59
All Country World 80/20 1.43 Jan 08, 12:00PM 0.71 2.79 9.46
7Twelve Portfolio Craig Israelsen 1.39 Jan 08, 11:59AM 0.11 1.32 5.97
Core Four Rick Ferri 1.39 Jan 08, 12:00PM 0.45 2.45 8.91
Permanent Portfolio Harry Browne 1.37 Jan 08, 12:00PM 0.19 4.17 12.10
Robust Alpha Architect 1.36 Jan 08, 11:59AM 0.45 0.67 6.21
Aim comfortable trip Aim Ways 1.36 Jan 08, 12:00PM 0.88 4.12 10.71
Six Ways from Sunday Scott Burns 1.35 Jan 08, 11:59AM -0.09 1.16 5.85
Permanent Portfolio with Bitcoin Harry Browne 1.35 Jan 08, 12:00PM 0.09 3.41 11.05
Margaritaville Scott Burns 1.35 Jan 08, 11:58AM 0.73 2.55 8.44
Dedalo Four Dedalo Invest 1.34 Jan 08, 11:59AM 0.13 2.25 9.01
Five Asset Roger Gibson 1.33 Jan 08, 12:00PM 0.14 1.79 6.65
Simplified Permanent Portfolio The Lazy Team 1.33 Jan 08, 11:59AM 0.36 4.56 12.42
Sheltered Sam 50/50 Bill Bernstein 1.31 Jan 08, 12:00PM 0.64 2.35 7.17
Developed World ex-US 40/60 Momentum 1.30 Jan 08, 11:59AM 0.96 1.90 4.39
US Stocks Momentum 1.29 Jan 08, 11:58AM 0.30 -2.13 4.69
Late Sixties and Beyond Burton Malkiel 1.28 Jan 08, 12:00PM 0.08 1.88 7.46
Edge Select Moderately Aggressive Merrill Lynch 1.28 Jan 08, 12:00PM 0.59 2.47 8.91
Eliminate Fat Tails Larry Swedroe 1.27 Jan 08, 11:58AM 0.27 1.23 5.41
Sandwich Portfolio Bob Clyatt 1.27 Jan 08, 12:00PM 0.39 1.92 6.77
Tilt Toward Value Time Money Inc 1.26 Jan 08, 12:00PM 0.17 1.83 6.92
Cockroach Portfolio Tony Dong 1.25 Jan 08, 11:59AM -1.08 4.89 11.06
Lazy Portfolio David Swensen 1.24 Jan 08, 11:59AM 0.03 1.49 6.89
Robo Advisor 50 Value Tilt Betterment 1.24 Jan 08, 12:00PM 0.58 2.29 7.19
Ivy Portfolio Mebane Faber 1.23 Jan 08, 12:00PM -0.07 1.41 6.51
US Stocks ESG 1.22 Jan 08, 11:56AM 0.11 2.38 10.86
Stocks/Bonds 80/20 1.22 Jan 08, 12:00PM -0.08 2.16 9.35
Diavola Portfolio Davide Pisicchio 1.22 Jan 08, 12:00PM -0.19 2.33 10.27
Yale Endowment David Swensen 1.22 Jan 08, 11:59AM 0.14 1.69 6.92
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.19 Jan 08, 12:00PM 0.39 2.28 7.83
LifeStrategy Moderate Growth Vanguard 1.18 Jan 08, 12:00PM 0.54 2.46 7.87
Shield Strategy Aim Ways 1.18 Jan 08, 12:00PM 0.28 3.98 12.02
Ulcer Free Strategy Aim Ways 1.17 Jan 08, 12:00PM -0.25 2.27 7.87
Larry Portfolio Larry Swedroe 1.16 Jan 08, 11:59AM 0.42 1.81 5.75
Simple Path to Wealth JL Collins 1.15 Jan 08, 12:00PM -0.09 2.09 8.95
Four Seasons Portfolio Davide Pisicchio 1.15 Jan 08, 11:59AM 0.13 2.78 9.33
Andrew Tobias Portfolio Andrew Tobias 1.12 Jan 08, 12:00PM 1.07 2.86 7.62
All Country World 60/40 1.11 Jan 08, 12:00PM 0.48 2.37 7.87
Capricciosa Portfolio Davide Pisicchio 1.11 Jan 08, 11:59AM 0.01 2.32 8.63
Developed World ex-US 40/60 1.11 Jan 08, 11:59AM 1.17 2.89 5.75
Four Square Scott Burns 1.11 Jan 08, 11:59AM 0.45 2.03 6.62
Five Fold Scott Burns 1.11 Jan 08, 11:59AM -0.05 1.21 5.59
Simple and Cheap Time Money Inc 1.10 Jan 08, 12:00PM 0.23 1.91 6.92
In Saecula Saeculorum Fulvio Marchese 1.08 Jan 08, 12:00PM 0.07 2.91 9.57
GAA Global Asset Allocation Mebane Faber 1.08 Jan 08, 12:00PM 0.06 2.21 7.44
Sheltered Sam 40/60 Bill Bernstein 1.07 Jan 08, 12:00PM 0.51 2.01 6.17
Stocks/Bonds 40/60 2x Leveraged 1.06 Jan 08, 11:58AM -1.33 1.87 9.41
Stocks/Bonds 80/20 Momentum 1.06 Jan 08, 12:00PM 0.19 -1.60 4.37
Pepperoni Portfolio Davide Pisicchio 1.02 Jan 08, 12:00PM -0.18 1.83 7.93
Edge Select Moderate Merrill Lynch 1.02 Jan 08, 12:00PM 0.40 2.12 7.56
Margherita Portfolio Davide Pisicchio 1.01 Jan 08, 11:59AM 0.12 2.66 8.49
Cape US Sector Value Robert Shiller 1.01 Jan 08, 11:54AM -0.58 -0.25 2.51
All Weather Portfolio Ray Dalio 0.99 Jan 08, 12:00PM -0.78 1.83 7.27
All Weather Portfolio with Bitcoin Ray Dalio 0.99 Jan 08, 12:00PM -0.88 1.15 6.45
Warren Buffett Portfolio Warren Buffett 0.98 Jan 08, 12:00PM 0.02 2.40 10.09
Global Market Portfolio Credit Suisse 0.98 Jan 08, 12:00PM -0.14 1.45 6.09
Stocks/Bonds 60/40 with Bitcoin 0.98 Jan 08, 12:00PM -0.18 1.31 7.20
Technology 0.97 Jan 08, 12:00PM -0.67 2.45 11.63
One-Decision Portfolio Marvin Appel 0.96 Jan 08, 11:58AM -0.39 0.78 5.18
Stocks/Bonds 60/40 0.95 Jan 08, 12:00PM -0.13 1.86 7.75
Nano Portfolio John Wasik 0.94 Jan 08, 12:00PM 0.02 1.28 5.43
Talmud Portfolio Roger Gibson 0.90 Jan 08, 12:00PM -0.82 0.40 5.08
Dynamic 60/40 Income The Lazy Team 0.90 Jan 08, 12:00PM -0.13 0.47 4.48
PISI Portfolio Davide Pisicchio 0.89 Jan 08, 11:59AM -0.13 2.70 8.36
Odd-Stats Strategy Aim Ways 0.87 Jan 08, 12:00PM -0.43 2.00 7.10
LifeStrategy Conservative Growth Vanguard 0.86 Jan 08, 12:00PM 0.26 1.91 6.07
Desert Portfolio Gyroscopic Investing 0.85 Jan 08, 11:59AM 0.21 2.85 8.13
Couch Potato Scott Burns 0.85 Jan 08, 11:58AM -0.31 1.23 6.47
Sheltered Sam 30/70 Bill Bernstein 0.83 Jan 08, 12:00PM 0.37 1.67 5.16
Stocks/Bonds 60/40 Momentum 0.83 Jan 08, 12:00PM 0.07 -1.03 4.03
Desert Portfolio with Bitcoin Gyroscopic Investing 0.82 Jan 08, 11:59AM 0.09 2.06 7.04
Lifepath Fund iShares 0.82 Jan 08, 12:00PM 0.19 1.82 6.27
All Country World 40/60 0.80 Jan 08, 12:00PM 0.24 1.93 6.23
Rob Arnott Portfolio Rob Arnott 0.77 Jan 08, 12:00PM -0.46 0.87 4.28
Stocks/Bonds 60/40 ESG 0.76 Jan 08, 11:56AM -0.05 1.81 7.64
Developed World ex-US 20/80 0.76 Jan 08, 11:59AM 0.37 1.65 3.38
Edge Select Moderately Conservative Merrill Lynch 0.73 Jan 08, 12:00PM 0.21 1.75 6.06
Stocks/Bonds 40/60 with Bitcoin 0.70 Jan 08, 12:00PM -0.24 0.99 5.60
Stocks/Bonds 40/60 0.68 Jan 08, 12:00PM -0.18 1.55 6.15
Dynamic 40/60 Income The Lazy Team 0.63 Jan 08, 12:00PM 0.37 1.50 5.63
Sheltered Sam 20/80 Bill Bernstein 0.60 Jan 08, 12:00PM 0.22 1.32 4.14
Stocks/Bonds 40/60 Momentum 0.59 Jan 08, 12:00PM -0.04 -0.43 3.68
Edge Select Conservative Merrill Lynch 0.55 Jan 08, 12:00PM 0.17 1.41 4.28
Robo Advisor 20 Value Tilt Betterment 0.54 Jan 08, 12:00PM 0.38 1.60 4.32
LifeStrategy Income Fund Vanguard 0.53 Jan 08, 12:00PM -0.04 1.33 4.21
Stocks/Bonds 40/60 ESG 0.53 Jan 08, 11:56AM -0.14 1.51 6.02
US Stocks Minimum Volatility 0.50 Jan 08, 11:58AM -0.82 -0.62 1.11
Dimensional Retirement Income Fund DFA 0.50 Jan 07 0.10 1.05 4.01
All Country World 20/80 0.48 Jan 08, 12:00PM -0.01 1.47 4.56
Talmud Portfolio 2x Leveraged Roger Gibson 0.47 Jan 08, 11:58AM -2.24 -0.98 5.76
Total Bond Developed World ex-US 0.40 Jan 08, 11:59AM -0.52 0.29 0.85
Stocks/Bonds 20/80 0.40 Jan 08, 12:00PM -0.24 1.23 4.54
Stocks/Bonds 20/80 Momentum 0.36 Jan 08, 12:00PM -0.17 0.21 3.31
Sheltered Sam 10/90 Bill Bernstein 0.36 Jan 08, 12:00PM 0.07 0.97 3.12
Robo Advisor 10 Value Tilt Betterment 0.30 Jan 08, 12:00PM 0.33 1.35 3.28
US Inflation Protection 0.20 Jan 08, 11:58AM -0.62 -0.08 1.97
Conservative Income Charles Schwab 0.20 Jan 08, 12:00PM -0.25 0.57 2.38
All Country World Bonds 0.17 Jan 08, 12:00PM -0.28 0.99 2.84
High Yield Bonds Income The Lazy Team 0.16 Jan 08, 12:00PM -0.04 1.20 4.36
10-year Treasury 0.13 Jan 08, 11:59AM -0.76 0.93 2.65
Total Bond US 0.13 Jan 08, 12:00PM -0.30 0.90 2.92
Sheltered Sam 0/100 Bill Bernstein 0.12 Jan 08, 12:00PM -0.08 0.60 2.09
US Cash 0.08 Jan 08, 11:58AM 0.34 0.98 2.05
Short Term Treasury 0.07 Jan 08, 12:00PM 0.29 1.07 2.17
Robo Advisor 0 Betterment 0.06 Jan 08, 12:00PM 0.28 1.10 2.23
Berkshire Hathaway Warren Buffett 0.06 Jan 08, 11:52AM -1.99 0.08 3.57