Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 22 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
QQQ
US Technology 13.50 Apr 22 -4.84 -5.93 -3.62
EEM
Emerging Markets 11.60 Apr 22 -9.25 3.80 7.87
CWB
US Convertible Bonds 10.48 Apr 22 -2.88 2.85 1.95
VTI
US Total Stock Market 9.48 Apr 22 -5.00 -4.01 -1.66
SPY
US Large Cap 9.36 Apr 22 -4.94 -4.37 -1.82
IJR
US Small Cap 9.10 Apr 22 -4.00 3.60 5.26
VT
World All Countries 8.52 Apr 22 -6.22 -1.71 1.42
VPL
Pacific 8.04 Apr 22 -10.28 8.11 14.30
VNQ
US REITs 6.56 Apr 22 -6.31 1.31 -1.04
VGK
Europe 5.71 Apr 22 -8.16 -0.95 4.76
FLLA
Latin America 5.37 Apr 22 -2.95 17.39 25.38
EFA
EAFE Stocks 4.98 Apr 22 -7.83 1.15 5.91
PFF
US Preferred Stocks 4.41 Apr 22 -3.37 -1.42 -1.65
EMB
Emerg. Market Bonds 3.11 Apr 22 -3.49 -1.61 1.15
DBC
Commodities 1.93 Apr 22 15.34 29.47 32.82
HYG
US High Yield Bonds 1.67 Apr 22 -0.95 -0.35 0.87
LQD
US Invest. Grade Bonds 1.18 Apr 22 -2.07 -0.38 -0.05
GLD
Gold 1.16 Apr 22 -11.05 8.57 21.05
TIP
US TIPS 0.93 Apr 22 -1.36 0.41 0.33
BND
US Total Bond Market 0.64 Apr 22 -1.74 0.05 0.95
BNDX
International Bonds 0.50 Apr 22 -2.14 -0.13 0.17
TLT
US Long Term Treasuries 0.46 Apr 22 -4.23 0.17 -0.87
BIL
US Cash 0.21 Apr 22 0.29 0.85 1.84
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
Ark Tech Portfolio Cathie Wood 16.91 Apr 22 -7.92 -10.30 -14.95
US Stocks Momentum 15.00 Apr 22 -5.04 -4.04 -6.08
Technology 13.50 Apr 22 -4.84 -5.93 -3.62
Stocks/Bonds 80/20 Momentum 12.13 Apr 22 -4.38 -3.22 -4.77
Stocks/Bonds 60/40 2x Leveraged 11.72 Apr 22 -8.15 -6.62 -4.34
Emerging Markets Stocks 11.60 Apr 22 -9.25 3.80 7.87
US Stocks ESG 11.34 Apr 22 -5.45 -6.94 -4.73
Talmud Portfolio 2x Leveraged Roger Gibson 10.80 Apr 22 -9.50 -3.27 -4.21
Diavola Portfolio Davide Pisicchio 9.57 Apr 22 -4.57 -4.09 -1.85
US Stocks 9.48 Apr 22 -5.00 -4.01 -1.66
Stocks/Bonds 60/40 Momentum 9.26 Apr 22 -3.71 -2.40 -3.41
Dedalo Three Dedalo Invest 9.19 Apr 22 -5.38 -3.32 -0.73
Warren Buffett Portfolio Warren Buffett 8.58 Apr 22 -4.46 -4.28 -1.99
All Country World Stocks 8.52 Apr 22 -6.22 -1.71 1.42
Golden Butterfly 2x Leveraged Tyler 8.15 Apr 22 -11.16 0.55 8.02
Stocks/Bonds 40/60 2x Leveraged 8.04 Apr 22 -7.07 -4.81 -3.03
US Stocks Quality 8.01 Apr 22 -6.17 -3.22 -0.87
Edge Select Aggressive Merrill Lynch 7.89 Apr 22 -5.49 -1.35 1.40
Second Grader's Starter Paul Farrell 7.84 Apr 22 -5.67 -1.73 1.31
Stocks/Bonds 80/20 7.71 Apr 22 -4.35 -3.20 -1.11
Robo Advisor 100 Value Tilt Betterment 7.52 Apr 22 -6.32 0.41 3.84
Dedalo Eleven Dedalo Invest 7.50 Apr 22 -5.51 -1.49 1.38
Mid-Twenties Burton Malkiel 7.45 Apr 22 -6.04 -0.57 2.00
Dedalo Four Dedalo Invest 7.44 Apr 22 -4.74 -2.66 -0.47
Developed World ex-US Stocks Momentum 7.39 Apr 22 -8.90 0.10 3.92
Robo Advisor 90 Value Tilt Betterment 7.31 Apr 22 -6.15 0.77 4.35
Simple Path to Wealth JL Collins 7.27 Apr 22 -4.18 -3.00 -0.97
Late Thirties to Early Forties Burton Malkiel 7.22 Apr 22 -5.91 -0.60 1.90
Stocks/Bonds 60/40 ESG 7.07 Apr 22 -3.98 -4.18 -2.45
All Country World 80/20 7.01 Apr 22 -5.42 -1.42 1.33
Four Funds Bogleheads 6.99 Apr 22 -5.31 -1.29 1.54
Ultimate Buy and Hold Strategy Paul Merriman 6.98 Apr 22 -6.55 2.08 5.48
Three Funds Bogleheads 6.96 Apr 22 -5.35 -1.32 1.59
LifeStrategy Growth Fund Vanguard 6.90 Apr 22 -5.44 -1.21 1.73
Core Four Rick Ferri 6.88 Apr 22 -5.26 -1.27 1.15
Mid-Fifties Burton Malkiel 6.73 Apr 22 -5.68 -0.56 1.70
Pepperoni Portfolio Davide Pisicchio 6.73 Apr 22 -3.61 -2.46 -0.68
Robust Alpha Architect 6.71 Apr 22 -1.63 3.84 4.53
Developed World ex-US Stocks 6.66 Apr 22 -8.61 2.75 8.94
Edge Select Moderately Aggressive Merrill Lynch 6.66 Apr 22 -4.80 -1.28 1.16
Family Taxable Portfolio Ted Aronson 6.64 Apr 22 -5.51 1.40 3.91
Sheltered Sam 100/0 Bill Bernstein 6.63 Apr 22 -5.91 1.86 5.88
Robo Advisor 80 Value Tilt Betterment 6.62 Apr 22 -5.76 0.68 4.00
Long Term Portfolio Ben Stein 6.50 Apr 22 -5.01 0.14 2.63
Perfect Portfolio Ben Stein 6.49 Apr 22 -4.64 1.07 4.08
No Brainer Portfolio Bill Bernstein 6.45 Apr 22 -4.45 0.33 2.97
Stocks/Bonds 40/60 Momentum 6.38 Apr 22 -3.05 -1.58 -2.01
Desert Portfolio 2x Leveraged Gyroscopic Investing 6.31 Apr 22 -8.82 -2.72 1.88
Gretchen Tai Portfolio Gretchen Tai 6.26 Apr 22 -5.61 0.24 3.16
Stocks/Bonds 60/40 with Bitcoin 6.15 Apr 22, 08:00PM -3.61 -2.79 -1.51
Gone Fishin' Portfolio Alexander Green 6.09 Apr 22 -5.81 1.43 5.42
Sheltered Sam 90/10 Bill Bernstein 6.02 Apr 22 -5.44 1.70 5.40
Jane Bryant Quinn Portfolio Jane Bryant Quinn 6.00 Apr 22 -4.93 -0.87 1.39
Lazy Portfolio David Swensen 5.97 Apr 22 -4.95 -0.36 1.12
Stocks/Bonds 60/40 5.94 Apr 22 -3.69 -2.39 -0.57
Yale Endowment David Swensen 5.93 Apr 22 -5.05 -0.29 1.40
Late Sixties and Beyond Burton Malkiel 5.86 Apr 22 -5.08 -0.50 1.37
Margaritaville Scott Burns 5.83 Apr 22 -4.91 -0.49 2.05
European Stocks 5.71 Apr 22 -8.16 -0.95 4.76
Golden Ratio Portfolio Frank Vasquez 5.60 Apr 22 -5.42 0.33 3.32
Talmud Portfolio Roger Gibson 5.56 Apr 22 -4.39 -0.88 -0.49
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.55 Apr 22 -11.70 -0.48 8.06
Capricciosa Portfolio Davide Pisicchio 5.50 Apr 22 -3.86 -1.46 0.82
All Country World 60/40 5.50 Apr 22 -4.62 -1.13 1.21
US Stocks Equal Weight 5.49 Apr 22 -5.97 0.62 2.01
Cape US Sector Value Robert Shiller 5.45 Apr 22 -7.33 -4.29 -4.53
Developed World ex-US 80/20 5.43 Apr 22 -7.42 2.18 7.35
Sheltered Sam 80/20 Bill Bernstein 5.41 Apr 22 -4.95 1.55 4.93
LifeStrategy Moderate Growth Vanguard 5.33 Apr 22 -4.56 -0.91 1.53
Pinwheel Tyler 5.30 Apr 22 -5.62 1.52 4.80
Edge Select Moderate Merrill Lynch 5.30 Apr 22 -4.06 -0.97 1.13
All Weather Portfolio 2x Leveraged Ray Dalio 5.28 Apr 22 -6.87 3.55 6.24
JP Morgan Balanced Portfolio JP Morgan 5.26 Apr 22 -3.29 1.21 3.41
Couch Potato Scott Burns 5.21 Apr 22 -3.18 -1.80 -0.60
Simple and Cheap Time Money Inc 5.14 Apr 22 -4.56 -0.62 1.27
Five Asset Roger Gibson 5.11 Apr 22 -1.04 5.80 7.70
Ideal Index Frank Armstrong 5.05 Apr 22 -4.63 1.46 4.02
Stocks/Bonds 40/60 ESG 4.94 Apr 22 -3.26 -2.80 -1.33
Andrew Tobias Portfolio Andrew Tobias 4.90 Apr 22 -4.53 -0.87 1.97
Five Fold Scott Burns 4.89 Apr 22 -4.66 -0.03 1.17
Tilt Toward Value Time Money Inc 4.89 Apr 22 -4.30 -0.15 1.68
Sandwich Portfolio Bob Clyatt 4.83 Apr 22 -4.21 -0.11 1.81
Sheltered Sam 70/30 Bill Bernstein 4.80 Apr 22 -4.46 1.40 4.45
Shield Strategy Aim Ways 4.74 Apr 22 -5.19 -0.30 3.67
Coward's Portfolio Bill Bernstein 4.71 Apr 22 -3.77 0.95 3.24
In Saecula Saeculorum Fulvio Marchese 4.66 Apr 22 -4.31 -1.01 1.87
Four Seasons Portfolio Davide Pisicchio 4.65 Apr 22 -4.05 -0.61 2.15
Ivy Portfolio Mebane Faber 4.65 Apr 22 0.87 7.89 9.41
Developed World ex-US 60/40 Momentum 4.64 Apr 22 -6.31 0.01 2.61
Coffeehouse Bill Schultheis 4.61 Apr 22 -3.90 1.02 2.76
Nano Portfolio John Wasik 4.52 Apr 22 -4.52 -0.22 1.06
Four Square Scott Burns 4.47 Apr 22 -4.23 -0.37 1.66
Dynamic 60/40 Income The Lazy Team 4.47 Apr 22 -3.27 -0.84 -0.37
Weird Portfolio Value Stock Geek 4.46 Apr 22 -6.83 3.11 6.71
Robo Advisor 50 Value Tilt Betterment 4.38 Apr 22 -4.39 0.12 2.42
Stocks/Bonds 40/60 with Bitcoin 4.38 Apr 22, 08:00PM -2.96 -1.97 -1.00
US Stocks Value 4.37 Apr 22 -4.59 0.10 3.24
Ultimate Buy&Hold FundAdvice 4.33 Apr 22 -4.49 1.26 3.68
Marc Faber Portfolio Marc Faber 4.32 Apr 22 -6.71 2.23 6.53
Big Rocks Portfolio Larry Swedroe 4.30 Apr 22 -3.65 1.25 3.54
One-Decision Portfolio Marvin Appel 4.28 Apr 22 -2.97 0.00 0.78
Global Market Portfolio Credit Suisse 4.25 Apr 22 -4.52 -0.35 1.10
Developed World ex-US 60/40 4.20 Apr 22 -6.17 1.60 5.69
Sheltered Sam 60/40 Bill Bernstein 4.19 Apr 22 -3.96 1.24 3.96
Stocks/Bonds 40/60 4.18 Apr 22 -3.04 -1.57 -0.05
Odd-Stats Strategy Aim Ways 4.16 Apr 22 -4.61 -0.54 1.45
Golden Butterfly with Bitcoin Tyler 4.15 Apr 22, 08:00PM -4.81 1.26 4.55
7Twelve Portfolio Craig Israelsen 4.07 Apr 22 0.70 7.06 8.47
All Country World 40/60 3.98 Apr 22 -3.80 -0.84 1.08
Edge Select Moderately Conservative Merrill Lynch 3.90 Apr 22 -3.34 -0.78 0.95
Lifepath Fund iShares 3.87 Apr 22 -3.44 -0.53 1.28
Golden Butterfly Tyler 3.87 Apr 22 -5.05 1.87 5.97
GAA Global Asset Allocation Mebane Faber 3.85 Apr 22 -3.44 2.10 4.36
Simple Money Portfolio Tim Maurer 3.81 Apr 22 -4.27 1.25 4.28
Dynamic 40/60 Income The Lazy Team 3.78 Apr 22 -2.66 -1.43 0.05
LifeStrategy Conservative Growth Vanguard 3.75 Apr 22 -3.67 -0.60 1.29
Margherita Portfolio Davide Pisicchio 3.74 Apr 22 -3.70 -0.21 2.44
All Weather Portfolio with Bitcoin Ray Dalio 3.58 Apr 22, 08:00PM -3.11 0.89 2.05
Sheltered Sam 50/50 Bill Bernstein 3.58 Apr 22 -3.46 1.09 3.47
Stocks/Bonds 20/80 Momentum 3.51 Apr 22 -2.39 -0.77 -0.56
Eliminate Fat Tails Larry Swedroe 3.51 Apr 22 -2.51 1.55 2.80
Ulcer Free Strategy Aim Ways 3.48 Apr 22 -3.83 0.72 3.01
Desert Portfolio with Bitcoin Gyroscopic Investing 3.44 Apr 22, 08:00PM -3.39 -0.99 1.05
Aggressive Global Income The Lazy Team 3.42 Apr 22 -3.73 3.90 6.52
All Weather Portfolio Ray Dalio 3.31 Apr 22 -3.08 1.71 3.58
PISI Portfolio Davide Pisicchio 3.29 Apr 22 -4.11 -0.45 2.24
Developed World ex-US 40/60 Momentum 3.26 Apr 22 -4.96 -0.03 1.87
Aim comfortable trip Aim Ways 3.19 Apr 22 -4.64 1.53 5.71
Desert Portfolio Gyroscopic Investing 3.16 Apr 22 -3.65 -0.38 2.47
Permanent Portfolio with Bitcoin Harry Browne 3.11 Apr 22, 08:00PM -5.06 0.78 4.22
Paul Boyer Portfolio Paul Boyer 3.05 Apr 22 -5.89 3.18 7.60
Gold Pivot Ptf Aim Ways 3.01 Apr 22 -5.96 1.82 7.22
Rob Arnott Portfolio Rob Arnott 2.97 Apr 22 -1.71 2.78 3.68
Developed World ex-US 40/60 2.97 Apr 22 -4.88 1.03 3.94
Sheltered Sam 40/60 Bill Bernstein 2.96 Apr 22 -2.94 0.94 2.97
Seven Value Scott Burns 2.90 Apr 22 -2.23 5.84 7.34
Simplified Permanent Portfolio The Lazy Team 2.87 Apr 22 -5.45 1.07 5.68
Permanent Portfolio Harry Browne 2.83 Apr 22 -5.30 1.40 5.62
Six Ways from Sunday Scott Burns 2.79 Apr 22 -1.79 6.29 7.52
Larry Portfolio Larry Swedroe 2.72 Apr 22 -2.98 0.96 2.79
All Country World 20/80 2.47 Apr 22 -2.98 -0.55 0.92
Stocks/Bonds 20/80 2.41 Apr 22 -2.39 -0.76 0.46
Sheltered Sam 30/70 Bill Bernstein 2.35 Apr 22 -2.43 0.78 2.47
LifeStrategy Income Fund Vanguard 2.18 Apr 22 -2.77 -0.30 1.02
Dimensional Retirement Income Fund DFA 2.17 Apr 22 -2.01 0.13 1.18
High Yield Bonds Income The Lazy Team 2.07 Apr 22 -2.13 -0.78 0.41
Edge Select Conservative Merrill Lynch 2.06 Apr 22 -2.16 0.14 1.56
Robo Advisor 20 Value Tilt Betterment 1.97 Apr 22 -2.23 0.16 1.76
Sheltered Sam 20/80 Bill Bernstein 1.74 Apr 22 -1.90 0.63 1.96
Developed World ex-US 20/80 1.74 Apr 22 -3.54 0.45 2.11
US Stocks Minimum Volatility 1.46 Apr 22 -4.79 -1.10 -1.72
Gold 1.16 Apr 22 -11.05 8.57 21.05
Sheltered Sam 10/90 Bill Bernstein 1.13 Apr 22 -1.37 0.48 1.45
Robo Advisor 10 Value Tilt Betterment 1.12 Apr 22 -1.39 0.20 1.55
All Country World Bonds 0.96 Apr 22 -2.14 -0.26 0.73
Conservative Income Charles Schwab 0.95 Apr 22 -1.38 0.34 0.92
US Inflation Protection 0.93 Apr 22 -1.36 0.41 0.33
Total Bond US 0.64 Apr 22 -1.74 0.05 0.95
Sheltered Sam 0/100 Bill Bernstein 0.52 Apr 22 -0.83 0.32 0.93
Total Bond Developed World ex-US 0.50 Apr 22 -2.14 -0.13 0.17
10-year Treasury 0.42 Apr 22 -2.32 -0.14 0.79
Robo Advisor 0 Betterment 0.26 Apr 22 -0.53 0.24 1.34
Short Term Treasury 0.24 Apr 22 -0.47 0.27 1.34
US Cash 0.21 Apr 22 0.29 0.85 1.84
Cockroach Portfolio Tony Dong -0.13 Apr 22 -6.76 3.58 8.65
Berkshire Hathaway Warren Buffett -2.11 Apr 22 -5.13 -4.86 -4.78