Assets and Lazy Portfolios Short Term Returns

Last Update - Feb 20 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).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jan 26
Ticker Asset Class Feb 26â–ľ Time(ET) 1M 3M 6M
VPL
Pacific 8.01 Feb 20 9.30 10.78 24.76
FLLA
Latin America 5.76 Feb 20 14.57 22.01 39.44
EEM
Emerging Markets 5.48 Feb 20 8.02 8.40 23.45
GLD
Gold 5.32 Feb 20 12.27 20.87 46.87
VNQ
US REITs 4.49 Feb 20 2.61 2.75 3.77
EFA
EAFE Stocks 4.13 Feb 20 4.90 8.55 17.19
IJR
US Small Cap 3.62 Feb 20 5.70 8.34 16.16
TLT
US Long Term Treasuries 3.01 Feb 20 -0.03 -2.43 2.49
VGK
Europe 2.87 Feb 20 4.65 10.00 17.06
VT
World All Countries 1.72 Feb 20 3.11 4.28 13.23
EMB
Emerg. Market Bonds 1.54 Feb 20 0.31 1.13 6.63
CWB
US Convertible Bonds 1.42 Feb 20 4.71 0.73 10.95
LQD
US Invest. Grade Bonds 1.30 Feb 20 0.34 0.53 3.64
BND
US Total Bond Market 1.12 Feb 20 0.22 0.51 3.42
BNDX
International Bonds 1.08 Feb 20 0.52 -0.19 1.48
DBC
Commodities 0.70 Feb 20 9.26 10.37 12.48
TIP
US TIPS 0.64 Feb 20 0.52 0.11 2.49
PFF
US Preferred Stocks 0.59 Feb 20 2.36 2.90 4.40
HYG
US High Yield Bonds 0.35 Feb 20 0.61 1.86 3.88
BIL
US Cash 0.20 Feb 20 0.30 0.92 1.99
VTI
US Total Stock Market -0.09 Feb 20 1.58 1.82 10.16
SPY
US Large Cap -0.37 Feb 20 1.47 1.75 10.10
QQQ
US Technology -2.10 Feb 20 1.23 -1.02 10.33
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 Feb 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 Jan 26
Portfolio Author Feb 26â–ľ Time(ET) 1M 3M 6M
Emerging Markets Stocks 5.48 Feb 20 8.02 8.40 23.45
Gold 5.32 Feb 20 12.27 20.87 46.87
Developed World ex-US Stocks 5.02 Feb 20 5.97 10.40 20.32
All Weather Portfolio 2x Leveraged Ray Dalio 4.40 Feb 20 4.25 4.10 17.76
Developed World ex-US 80/20 4.23 Feb 20 4.88 8.41 16.75
Golden Butterfly 2x Leveraged Tyler 4.21 Feb 20 6.86 12.01 32.37
Weird Portfolio Value Stock Geek 4.20 Feb 20 5.36 8.52 18.21
Cockroach Portfolio Tony Dong 4.11 Feb 20 4.16 7.48 15.85
Aggressive Global Income The Lazy Team 4.02 Feb 20 3.87 7.20 11.52
Ultimate Buy and Hold Strategy Paul Merriman 3.97 Feb 20 5.08 8.29 16.13
Talmud Portfolio 2x Leveraged Roger Gibson 3.84 Feb 20 2.11 1.21 7.35
Developed World ex-US Stocks Momentum 3.69 Feb 20 5.67 10.21 17.34
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 3.53 Feb 20 5.88 11.14 32.49
Developed World ex-US 60/40 3.44 Feb 20 3.79 6.37 13.10
Berkshire Hathaway Warren Buffett 3.32 Feb 20 -4.28 0.94 0.37
Paul Boyer Portfolio Paul Boyer 3.30 Feb 20 4.83 7.30 18.42
Marc Faber Portfolio Marc Faber 3.28 Feb 20 4.72 7.72 17.82
Sheltered Sam 100/0 Bill Bernstein 3.25 Feb 20 4.79 8.07 16.75
Seven Value Scott Burns 3.13 Feb 20 4.23 5.48 10.19
Six Ways from Sunday Scott Burns 3.06 Feb 20 4.18 5.05 9.56
US Stocks Equal Weight 3.03 Feb 20 3.40 5.82 8.77
Sheltered Sam 90/10 Bill Bernstein 2.97 Feb 20 4.35 7.34 15.32
Family Taxable Portfolio Ted Aronson 2.95 Feb 20 3.92 4.75 12.94
Robo Advisor 90 Value Tilt Betterment 2.90 Feb 20 4.15 6.12 14.93
Pinwheel Tyler 2.89 Feb 20 4.07 6.27 14.64
European Stocks 2.87 Feb 20 4.65 10.00 17.06
Robo Advisor 100 Value Tilt Betterment 2.84 Feb 20 4.24 6.18 15.25
Ideal Index Frank Armstrong 2.80 Feb 20 3.42 5.45 11.67
Gone Fishin' Portfolio Alexander Green 2.77 Feb 20 4.24 6.87 15.29
Robo Advisor 80 Value Tilt Betterment 2.73 Feb 20 3.75 5.51 13.71
Sheltered Sam 80/20 Bill Bernstein 2.69 Feb 20 3.90 6.60 13.89
Developed World ex-US 40/60 2.65 Feb 20 2.70 4.26 9.34
Ultimate Buy&Hold FundAdvice 2.65 Feb 20 3.06 5.27 10.70
Developed World ex-US 60/40 Momentum 2.64 Feb 20 3.61 6.26 11.30
Simple Money Portfolio Tim Maurer 2.54 Feb 20 2.99 5.74 11.24
Gretchen Tai Portfolio Gretchen Tai 2.52 Feb 20 3.19 4.62 12.22
Golden Butterfly Tyler 2.47 Feb 20 4.10 6.59 16.94
Coffeehouse Bill Schultheis 2.42 Feb 20 2.71 4.15 9.69
Sheltered Sam 70/30 Bill Bernstein 2.41 Feb 20 3.45 5.86 12.46
Mid-Twenties Burton Malkiel 2.34 Feb 20 3.25 4.27 12.35
Mid-Fifties Burton Malkiel 2.30 Feb 20 2.87 3.86 11.10
Late Thirties to Early Forties Burton Malkiel 2.29 Feb 20 3.12 4.14 11.98
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.27 Feb 20 2.60 4.61 18.17
Long Term Portfolio Ben Stein 2.22 Feb 20 3.23 4.60 11.78
Big Rocks Portfolio Larry Swedroe 2.21 Feb 20 2.91 4.97 10.20
Five Asset Roger Gibson 2.19 Feb 20 3.88 4.88 9.93
Golden Ratio Portfolio Frank Vasquez 2.18 Feb 20 3.32 4.67 14.55
Five Fold Scott Burns 2.18 Feb 20 2.18 2.75 7.63
Late Sixties and Beyond Burton Malkiel 2.16 Feb 20 2.40 3.33 9.50
Golden Butterfly with Bitcoin Tyler 2.15 Feb 21, 12:58PM 3.65 5.51 15.10
GAA Global Asset Allocation Mebane Faber 2.14 Feb 20 2.78 3.58 10.21
Ivy Portfolio Mebane Faber 2.13 Feb 20 4.11 4.84 9.93
Sheltered Sam 60/40 Bill Bernstein 2.13 Feb 20 3.01 5.12 11.03
Yale Endowment David Swensen 2.13 Feb 20 2.37 3.25 8.97
Developed World ex-US 40/60 Momentum 2.12 Feb 20 2.58 4.19 8.14
Permanent Portfolio Harry Browne 2.11 Feb 20 3.53 5.69 15.83
Perfect Portfolio Ben Stein 2.09 Feb 20 3.50 4.81 12.42
Lazy Portfolio David Swensen 2.09 Feb 20 2.33 2.99 8.80
Simplified Permanent Portfolio The Lazy Team 2.07 Feb 20 3.35 5.99 16.08
Aim comfortable trip Aim Ways 2.07 Feb 20 3.56 6.23 14.52
Global Market Portfolio Credit Suisse 2.06 Feb 20 1.84 2.03 7.89
Nano Portfolio John Wasik 2.06 Feb 20 1.97 2.82 7.56
Robo Advisor 50 Value Tilt Betterment 2.05 Feb 20 2.39 3.37 9.50
No Brainer Portfolio Bill Bernstein 2.03 Feb 20 3.18 4.83 11.95
Coward's Portfolio Bill Bernstein 2.00 Feb 20 2.88 4.40 10.18
7Twelve Portfolio Craig Israelsen 1.96 Feb 20 3.81 4.50 9.12
Tilt Toward Value Time Money Inc 1.95 Feb 20 2.18 3.14 8.81
Larry Portfolio Larry Swedroe 1.95 Feb 20 1.95 3.35 7.80
Gold Pivot Ptf Aim Ways 1.93 Feb 20 4.66 7.67 19.27
Developed World ex-US 20/80 1.86 Feb 20 1.61 2.08 5.47
US Stocks Value 1.86 Feb 20 2.61 4.71 11.42
Sheltered Sam 50/50 Bill Bernstein 1.84 Feb 20 2.56 4.38 9.60
Talmud Portfolio Roger Gibson 1.84 Feb 20 1.47 1.70 5.86
Simple and Cheap Time Money Inc 1.82 Feb 20 1.99 2.79 8.61
Robust Alpha Architect 1.81 Feb 20 3.59 4.77 9.48
Sandwich Portfolio Bob Clyatt 1.81 Feb 20 2.20 3.31 8.74
Permanent Portfolio with Bitcoin Harry Browne 1.78 Feb 21, 12:58PM 3.08 4.64 14.04
Rob Arnott Portfolio Rob Arnott 1.78 Feb 20 2.09 2.19 6.16
All Weather Portfolio Ray Dalio 1.76 Feb 20 2.08 2.17 9.12
Margaritaville Scott Burns 1.75 Feb 20 2.58 3.65 10.77
JP Morgan Balanced Portfolio JP Morgan 1.73 Feb 20 2.77 3.91 9.94
All Country World Stocks 1.72 Feb 20 3.11 4.28 13.23
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.70 Feb 20 2.18 3.27 9.59
LifeStrategy Growth Fund Vanguard 1.70 Feb 20 2.63 3.82 11.73
Core Four Rick Ferri 1.68 Feb 20 2.37 3.37 10.62
Eliminate Fat Tails Larry Swedroe 1.66 Feb 20 2.34 2.84 7.50
All Country World 80/20 1.61 Feb 20 2.56 3.52 11.29
Three Funds Bogleheads 1.61 Feb 20 2.53 3.71 11.65
Four Square Scott Burns 1.60 Feb 20 2.07 2.74 8.53
Sheltered Sam 40/60 Bill Bernstein 1.56 Feb 20 2.12 3.63 8.17
Four Funds Bogleheads 1.56 Feb 20 2.56 3.68 11.56
LifeStrategy Moderate Growth Vanguard 1.55 Feb 20 2.05 2.96 9.56
Edge Select Aggressive Merrill Lynch 1.54 Feb 20 2.79 3.70 12.10
10-year Treasury 1.53 Feb 20 -0.23 -0.01 3.03
One-Decision Portfolio Marvin Appel 1.53 Feb 20 1.62 2.29 6.13
All Country World 60/40 1.50 Feb 20 2.00 2.75 9.32
Second Grader's Starter Paul Farrell 1.49 Feb 20 2.67 3.84 12.30
All Weather Portfolio with Bitcoin Ray Dalio 1.48 Feb 21, 12:58PM 1.66 1.21 7.68
Andrew Tobias Portfolio Andrew Tobias 1.45 Feb 20 2.23 3.83 10.09
Dedalo Eleven Dedalo Invest 1.42 Feb 20 2.67 3.52 11.66
Ulcer Free Strategy Aim Ways 1.41 Feb 20 2.43 2.63 10.03
LifeStrategy Conservative Growth Vanguard 1.40 Feb 20 1.47 2.09 7.35
PISI Portfolio Davide Pisicchio 1.40 Feb 20 1.62 2.85 9.78
All Country World 40/60 1.39 Feb 20 1.45 1.97 7.32
Edge Select Moderately Aggressive Merrill Lynch 1.35 Feb 20 2.26 3.06 10.46
Lifepath Fund iShares 1.32 Feb 20 1.43 2.13 7.48
Sheltered Sam 30/70 Bill Bernstein 1.28 Feb 20 1.67 2.88 6.75
All Country World 20/80 1.28 Feb 20 0.89 1.18 5.30
Edge Select Moderate Merrill Lynch 1.28 Feb 20 1.81 2.56 8.88
US Stocks Minimum Volatility 1.26 Feb 20 0.88 2.36 3.39
Odd-Stats Strategy Aim Ways 1.26 Feb 20 1.96 2.58 9.06
LifeStrategy Income Fund Vanguard 1.25 Feb 20 0.89 1.21 5.12
Stocks/Bonds 40/60 2x Leveraged 1.18 Feb 20 0.62 0.14 9.26
All Country World Bonds 1.17 Feb 20 0.34 0.37 3.25
Shield Strategy Aim Ways 1.14 Feb 20 3.08 4.94 14.82
Dynamic 60/40 Income The Lazy Team 1.13 Feb 20 1.47 2.05 5.00
Edge Select Moderately Conservative Merrill Lynch 1.13 Feb 20 1.30 1.90 7.06
Total Bond US 1.12 Feb 20 0.22 0.51 3.42
Robo Advisor 20 Value Tilt Betterment 1.09 Feb 20 1.09 1.89 5.41
Total Bond Developed World ex-US 1.08 Feb 20 0.52 -0.19 1.48
Edge Select Conservative Merrill Lynch 1.08 Feb 20 1.03 1.74 5.22
Margherita Portfolio Davide Pisicchio 1.05 Feb 20 1.99 3.14 9.99
High Yield Bonds Income The Lazy Team 1.03 Feb 20 0.52 1.20 4.70
Desert Portfolio Gyroscopic Investing 1.03 Feb 20 1.70 3.14 9.54
In Saecula Saeculorum Fulvio Marchese 1.02 Feb 20 1.97 3.24 10.83
Sheltered Sam 20/80 Bill Bernstein 1.00 Feb 20 1.22 2.12 5.32
US Stocks Quality 0.97 Feb 20 1.91 3.43 10.55
Four Seasons Portfolio Davide Pisicchio 0.95 Feb 20 2.15 3.26 10.73
Conservative Income Charles Schwab 0.91 Feb 20 0.45 0.71 2.85
Stocks/Bonds 20/80 0.87 Feb 20 0.49 0.77 4.79
Stocks/Bonds 20/80 Momentum 0.81 Feb 20 0.62 0.56 4.07
Dimensional Retirement Income Fund DFA 0.78 Feb 20 0.97 1.45 4.65
Sheltered Sam 10/90 Bill Bernstein 0.72 Feb 20 0.78 1.36 3.90
Robo Advisor 10 Value Tilt Betterment 0.71 Feb 20 0.64 1.41 3.97
Desert Portfolio with Bitcoin Gyroscopic Investing 0.70 Feb 21, 12:58PM 1.25 2.07 7.76
Capricciosa Portfolio Davide Pisicchio 0.64 Feb 20 1.66 2.31 9.20
US Inflation Protection 0.64 Feb 20 0.52 0.11 2.49
Stocks/Bonds 40/60 0.63 Feb 20 0.76 1.04 6.15
Dedalo Four Dedalo Invest 0.60 Feb 20 1.75 2.06 9.27
Dynamic 40/60 Income The Lazy Team 0.54 Feb 20 1.01 1.73 5.56
Stocks/Bonds 40/60 Momentum 0.50 Feb 20 1.02 0.63 4.71
Dedalo Three Dedalo Invest 0.45 Feb 20 2.04 2.57 11.09
Sheltered Sam 0/100 Bill Bernstein 0.44 Feb 20 0.33 0.60 2.48
Stocks/Bonds 60/40 2x Leveraged 0.42 Feb 20 1.20 0.68 11.87
Stocks/Bonds 40/60 with Bitcoin 0.40 Feb 21, 12:58PM 0.54 0.38 5.20
Stocks/Bonds 60/40 0.39 Feb 20 1.03 1.30 7.50
Robo Advisor 0 Betterment 0.34 Feb 20 0.19 0.95 2.52
Short Term Treasury 0.30 Feb 20 0.21 0.94 2.47
Couch Potato Scott Burns 0.28 Feb 20 1.05 0.98 6.36
Simple Path to Wealth JL Collins 0.21 Feb 20 1.24 1.49 8.50
US Cash 0.20 Feb 20 0.30 0.92 1.99
Stocks/Bonds 60/40 Momentum 0.19 Feb 20 1.42 0.71 5.35
Stocks/Bonds 60/40 with Bitcoin 0.16 Feb 21, 12:58PM 0.81 0.65 6.55
Stocks/Bonds 80/20 0.15 Feb 20 1.31 1.56 8.84
Stocks/Bonds 40/60 ESG 0.12 Feb 20 0.37 0.46 5.78
Pepperoni Portfolio Davide Pisicchio 0.10 Feb 20 1.16 1.03 7.64
Cape US Sector Value Robert Shiller 0.01 Feb 20 2.21 5.20 5.56
US Stocks -0.09 Feb 20 1.58 1.82 10.16
Stocks/Bonds 80/20 Momentum -0.12 Feb 20 1.83 0.82 5.97
Stocks/Bonds 60/40 ESG -0.37 Feb 20 0.43 0.45 6.93
US Stocks Momentum -0.43 Feb 20 2.23 0.93 6.59
Warren Buffett Portfolio Warren Buffett -0.49 Feb 20 1.05 1.15 8.93
Diavola Portfolio Davide Pisicchio -0.51 Feb 20 1.34 0.97 9.48
US Stocks ESG -1.34 Feb 20 0.55 0.44 9.18
Technology -2.10 Feb 20 1.23 -1.02 10.33
Ark Tech Portfolio Cathie Wood -4.64 Feb 20 0.78 -10.27 8.84