Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 21 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 11.63 Apr 21 -4.84 -5.93 -3.62
EEM
Emerging Markets 9.61 Apr 21 -9.25 3.80 7.87
CWB
US Convertible Bonds 9.28 Apr 21 -2.88 2.85 1.95
IJR
US Small Cap 8.66 Apr 21 -4.00 3.60 5.26
VTI
US Total Stock Market 8.43 Apr 21 -5.00 -4.01 -1.66
SPY
US Large Cap 8.26 Apr 21 -4.94 -4.37 -1.82
VT
World All Countries 7.55 Apr 21 -6.22 -1.71 1.42
VNQ
US REITs 7.45 Apr 21 -6.31 1.31 -1.04
VPL
Pacific 6.33 Apr 21 -10.28 8.11 14.30
FLLA
Latin America 5.52 Apr 21 -2.95 17.39 25.38
VGK
Europe 5.42 Apr 21 -8.16 -0.95 4.76
EFA
EAFE Stocks 4.63 Apr 21 -7.83 1.15 5.91
PFF
US Preferred Stocks 3.52 Apr 21 -3.37 -1.42 -1.65
EMB
Emerg. Market Bonds 2.84 Apr 21 -3.49 -1.61 1.15
HYG
US High Yield Bonds 1.51 Apr 21 -0.95 -0.35 0.87
LQD
US Invest. Grade Bonds 0.98 Apr 21 -2.07 -0.38 -0.05
DBC
Commodities 0.90 Apr 21 15.34 29.47 32.82
TIP
US TIPS 0.78 Apr 21 -1.36 0.41 0.33
BND
US Total Bond Market 0.53 Apr 21 -1.74 0.05 0.95
BNDX
International Bonds 0.34 Apr 21 -2.14 -0.13 0.17
TLT
US Long Term Treasuries 0.26 Apr 21 -4.23 0.17 -0.87
BIL
US Cash 0.21 Apr 21 0.29 0.85 1.84
GLD
Gold -0.17 Apr 21 -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.
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 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 14.64 Apr 21 -7.92 -10.30 -14.95
US Stocks Momentum 13.17 Apr 21 -5.04 -4.04 -6.08
Technology 11.63 Apr 21 -4.84 -5.93 -3.62
Stocks/Bonds 80/20 Momentum 10.64 Apr 21 -4.38 -3.22 -4.77
Talmud Portfolio 2x Leveraged Roger Gibson 10.61 Apr 21 -9.50 -3.27 -4.21
Stocks/Bonds 60/40 2x Leveraged 10.27 Apr 21 -8.15 -6.62 -4.34
US Stocks ESG 10.15 Apr 21 -5.45 -6.94 -4.73
Emerging Markets Stocks 9.61 Apr 21 -9.25 3.80 7.87
US Stocks 8.43 Apr 21 -5.00 -4.01 -1.66
Diavola Portfolio Davide Pisicchio 8.41 Apr 21 -4.57 -4.09 -1.85
Dedalo Three Dedalo Invest 8.16 Apr 21 -5.38 -3.32 -0.73
Stocks/Bonds 60/40 Momentum 8.11 Apr 21 -3.71 -2.40 -3.41
All Country World Stocks 7.55 Apr 21 -6.22 -1.71 1.42
Warren Buffett Portfolio Warren Buffett 7.49 Apr 21 -4.46 -4.28 -1.99
US Stocks Quality 7.12 Apr 21 -6.17 -3.22 -0.87
Stocks/Bonds 40/60 2x Leveraged 7.02 Apr 21 -7.07 -4.81 -3.03
Golden Butterfly 2x Leveraged Tyler 6.96 Apr 21 -11.16 0.55 8.02
Second Grader's Starter Paul Farrell 6.95 Apr 21 -5.67 -1.73 1.31
Edge Select Aggressive Merrill Lynch 6.89 Apr 21 -5.49 -1.35 1.40
Stocks/Bonds 80/20 6.85 Apr 21 -4.35 -3.20 -1.11
Robo Advisor 100 Value Tilt Betterment 6.78 Apr 21 -6.32 0.41 3.84
Mid-Twenties Burton Malkiel 6.71 Apr 21 -6.04 -0.57 2.00
Developed World ex-US Stocks Momentum 6.62 Apr 21 -8.90 0.10 3.92
Dedalo Four Dedalo Invest 6.59 Apr 21 -4.74 -2.66 -0.47
Dedalo Eleven Dedalo Invest 6.54 Apr 21 -5.51 -1.49 1.38
Late Thirties to Early Forties Burton Malkiel 6.52 Apr 21 -5.91 -0.60 1.90
Ultimate Buy and Hold Strategy Paul Merriman 6.51 Apr 21 -6.55 2.08 5.48
Robo Advisor 90 Value Tilt Betterment 6.50 Apr 21 -6.15 0.77 4.35
Simple Path to Wealth JL Collins 6.45 Apr 21 -4.18 -3.00 -0.97
Stocks/Bonds 60/40 ESG 6.28 Apr 21 -3.98 -4.18 -2.45
Core Four Rick Ferri 6.22 Apr 21 -5.26 -1.27 1.15
All Country World 80/20 6.20 Apr 21 -5.42 -1.42 1.33
Four Funds Bogleheads 6.19 Apr 21 -5.31 -1.29 1.54
Three Funds Bogleheads 6.16 Apr 21 -5.35 -1.32 1.59
Sheltered Sam 100/0 Bill Bernstein 6.16 Apr 21 -5.91 1.86 5.88
Mid-Fifties Burton Malkiel 6.14 Apr 21 -5.68 -0.56 1.70
LifeStrategy Growth Fund Vanguard 6.11 Apr 21 -5.44 -1.21 1.73
Robust Alpha Architect 6.05 Apr 21 -1.63 3.84 4.53
Long Term Portfolio Ben Stein 5.98 Apr 21 -5.01 0.14 2.63
Pepperoni Portfolio Davide Pisicchio 5.93 Apr 21 -3.61 -2.46 -0.68
Robo Advisor 80 Value Tilt Betterment 5.88 Apr 21 -5.76 0.68 4.00
Developed World ex-US Stocks 5.84 Apr 21 -8.61 2.75 8.94
No Brainer Portfolio Bill Bernstein 5.83 Apr 21 -4.45 0.33 2.97
Family Taxable Portfolio Ted Aronson 5.81 Apr 21 -5.51 1.40 3.91
Edge Select Moderately Aggressive Merrill Lynch 5.81 Apr 21 -4.80 -1.28 1.16
Perfect Portfolio Ben Stein 5.65 Apr 21 -4.64 1.07 4.08
Sheltered Sam 90/10 Bill Bernstein 5.59 Apr 21 -5.44 1.70 5.40
Stocks/Bonds 40/60 Momentum 5.59 Apr 21 -3.05 -1.58 -2.01
Lazy Portfolio David Swensen 5.58 Apr 21 -4.95 -0.36 1.12
Gretchen Tai Portfolio Gretchen Tai 5.55 Apr 21 -5.61 0.24 3.16
US Stocks Equal Weight 5.54 Apr 21 -5.97 0.62 2.01
Yale Endowment David Swensen 5.53 Apr 21 -5.05 -0.29 1.40
Talmud Portfolio Roger Gibson 5.47 Apr 21 -4.39 -0.88 -0.49
Jane Bryant Quinn Portfolio Jane Bryant Quinn 5.47 Apr 21 -4.93 -0.87 1.39
Late Sixties and Beyond Burton Malkiel 5.44 Apr 21 -5.08 -0.50 1.37
European Stocks 5.42 Apr 21 -8.16 -0.95 4.76
Stocks/Bonds 60/40 with Bitcoin 5.42 Apr 21, 08:00PM -3.61 -2.79 -1.51
Cape US Sector Value Robert Shiller 5.40 Apr 21 -7.33 -4.29 -4.53
Gone Fishin' Portfolio Alexander Green 5.37 Apr 21 -5.81 1.43 5.42
Stocks/Bonds 60/40 5.27 Apr 21 -3.69 -2.39 -0.57
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.26 Apr 21 -8.82 -2.72 1.88
Margaritaville Scott Burns 5.15 Apr 21 -4.91 -0.49 2.05
Sheltered Sam 80/20 Bill Bernstein 5.02 Apr 21 -4.95 1.55 4.93
Golden Ratio Portfolio Frank Vasquez 4.95 Apr 21 -5.42 0.33 3.32
Pinwheel Tyler 4.86 Apr 21 -5.62 1.52 4.80
All Country World 60/40 4.85 Apr 21 -4.62 -1.13 1.21
Capricciosa Portfolio Davide Pisicchio 4.81 Apr 21 -3.86 -1.46 0.82
JP Morgan Balanced Portfolio JP Morgan 4.74 Apr 21 -3.29 1.21 3.41
Developed World ex-US 80/20 4.74 Apr 21 -7.42 2.18 7.35
Ideal Index Frank Armstrong 4.73 Apr 21 -4.63 1.46 4.02
LifeStrategy Moderate Growth Vanguard 4.70 Apr 21 -4.56 -0.91 1.53
Simple and Cheap Time Money Inc 4.70 Apr 21 -4.56 -0.62 1.27
Five Asset Roger Gibson 4.68 Apr 21 -1.04 5.80 7.70
Five Fold Scott Burns 4.63 Apr 21 -4.66 -0.03 1.17
Edge Select Moderate Merrill Lynch 4.61 Apr 21 -4.06 -0.97 1.13
Couch Potato Scott Burns 4.60 Apr 21 -3.18 -1.80 -0.60
Tilt Toward Value Time Money Inc 4.53 Apr 21 -4.30 -0.15 1.68
Sheltered Sam 70/30 Bill Bernstein 4.44 Apr 21 -4.46 1.40 4.45
Andrew Tobias Portfolio Andrew Tobias 4.42 Apr 21 -4.53 -0.87 1.97
Coffeehouse Bill Schultheis 4.40 Apr 21 -3.90 1.02 2.76
Nano Portfolio John Wasik 4.36 Apr 21 -4.52 -0.22 1.06
Sandwich Portfolio Bob Clyatt 4.36 Apr 21 -4.21 -0.11 1.81
Stocks/Bonds 40/60 ESG 4.34 Apr 21 -3.26 -2.80 -1.33
Coward's Portfolio Bill Bernstein 4.32 Apr 21 -3.77 0.95 3.24
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.24 Apr 21 -11.70 -0.48 8.06
Weird Portfolio Value Stock Geek 4.23 Apr 21 -6.83 3.11 6.71
Dynamic 60/40 Income The Lazy Team 4.22 Apr 21 -3.27 -0.84 -0.37
Ivy Portfolio Mebane Faber 4.20 Apr 21 0.87 7.89 9.41
US Stocks Value 4.19 Apr 21 -4.59 0.10 3.24
One-Decision Portfolio Marvin Appel 4.18 Apr 21 -2.97 0.00 0.78
Developed World ex-US 60/40 Momentum 4.11 Apr 21 -6.31 0.01 2.61
Big Rocks Portfolio Larry Swedroe 4.05 Apr 21 -3.65 1.25 3.54
In Saecula Saeculorum Fulvio Marchese 4.00 Apr 21 -4.31 -1.01 1.87
Ultimate Buy&Hold FundAdvice 4.00 Apr 21 -4.49 1.26 3.68
Four Seasons Portfolio Davide Pisicchio 4.00 Apr 21 -4.05 -0.61 2.15
All Weather Portfolio 2x Leveraged Ray Dalio 3.94 Apr 21 -6.87 3.55 6.24
Four Square Scott Burns 3.92 Apr 21 -4.23 -0.37 1.66
Robo Advisor 50 Value Tilt Betterment 3.91 Apr 21 -4.39 0.12 2.42
Shield Strategy Aim Ways 3.89 Apr 21 -5.19 -0.30 3.67
Marc Faber Portfolio Marc Faber 3.88 Apr 21 -6.71 2.23 6.53
Sheltered Sam 60/40 Bill Bernstein 3.87 Apr 21 -3.96 1.24 3.96
Stocks/Bonds 40/60 with Bitcoin 3.84 Apr 21, 08:00PM -2.96 -1.97 -1.00
Global Market Portfolio Credit Suisse 3.75 Apr 21 -4.52 -0.35 1.10
Stocks/Bonds 40/60 3.69 Apr 21 -3.04 -1.57 -0.05
Odd-Stats Strategy Aim Ways 3.65 Apr 21 -4.61 -0.54 1.45
Developed World ex-US 60/40 3.64 Apr 21 -6.17 1.60 5.69
7Twelve Portfolio Craig Israelsen 3.61 Apr 21 0.70 7.06 8.47
Golden Butterfly with Bitcoin Tyler 3.55 Apr 21, 08:00PM -4.81 1.26 4.55
Simple Money Portfolio Tim Maurer 3.55 Apr 21 -4.27 1.25 4.28
All Country World 40/60 3.51 Apr 21 -3.80 -0.84 1.08
Lifepath Fund iShares 3.41 Apr 21 -3.44 -0.53 1.28
Edge Select Moderately Conservative Merrill Lynch 3.37 Apr 21 -3.34 -0.78 0.95
Golden Butterfly Tyler 3.30 Apr 21 -5.05 1.87 5.97
Dynamic 40/60 Income The Lazy Team 3.30 Apr 21 -2.66 -1.43 0.05
Sheltered Sam 50/50 Bill Bernstein 3.30 Apr 21 -3.46 1.09 3.47
LifeStrategy Conservative Growth Vanguard 3.29 Apr 21 -3.67 -0.60 1.29
Aggressive Global Income The Lazy Team 3.29 Apr 21 -3.73 3.90 6.52
GAA Global Asset Allocation Mebane Faber 3.26 Apr 21 -3.44 2.10 4.36
Margherita Portfolio Davide Pisicchio 3.18 Apr 21 -3.70 -0.21 2.44
Eliminate Fat Tails Larry Swedroe 3.09 Apr 21 -2.51 1.55 2.80
Stocks/Bonds 20/80 Momentum 3.06 Apr 21 -2.39 -0.77 -0.56
All Weather Portfolio with Bitcoin Ray Dalio 2.96 Apr 21, 08:00PM -3.11 0.89 2.05
Desert Portfolio with Bitcoin Gyroscopic Investing 2.90 Apr 21, 08:00PM -3.39 -0.99 1.05
Ulcer Free Strategy Aim Ways 2.85 Apr 21 -3.83 0.72 3.01
Developed World ex-US 40/60 Momentum 2.85 Apr 21 -4.96 -0.03 1.87
PISI Portfolio Davide Pisicchio 2.77 Apr 21 -4.11 -0.45 2.24
All Weather Portfolio Ray Dalio 2.72 Apr 21 -3.08 1.71 3.58
Sheltered Sam 40/60 Bill Bernstein 2.72 Apr 21 -2.94 0.94 2.97
Aim comfortable trip Aim Ways 2.67 Apr 21 -4.64 1.53 5.71
Desert Portfolio Gyroscopic Investing 2.66 Apr 21 -3.65 -0.38 2.47
Rob Arnott Portfolio Rob Arnott 2.65 Apr 21 -1.71 2.78 3.68
Seven Value Scott Burns 2.56 Apr 21 -2.23 5.84 7.34
Developed World ex-US 40/60 2.54 Apr 21 -4.88 1.03 3.94
Larry Portfolio Larry Swedroe 2.45 Apr 21 -2.98 0.96 2.79
Permanent Portfolio with Bitcoin Harry Browne 2.43 Apr 21, 08:00PM -5.06 0.78 4.22
Six Ways from Sunday Scott Burns 2.39 Apr 21 -1.79 6.29 7.52
Paul Boyer Portfolio Paul Boyer 2.36 Apr 21 -5.89 3.18 7.60
Simplified Permanent Portfolio The Lazy Team 2.22 Apr 21 -5.45 1.07 5.68
Gold Pivot Ptf Aim Ways 2.19 Apr 21 -5.96 1.82 7.22
Permanent Portfolio Harry Browne 2.18 Apr 21 -5.30 1.40 5.62
All Country World 20/80 2.16 Apr 21 -2.98 -0.55 0.92
Sheltered Sam 30/70 Bill Bernstein 2.15 Apr 21 -2.43 0.78 2.47
Stocks/Bonds 20/80 2.11 Apr 21 -2.39 -0.76 0.46
Dimensional Retirement Income Fund DFA 1.93 Apr 21 -2.01 0.13 1.18
LifeStrategy Income Fund Vanguard 1.88 Apr 21 -2.77 -0.30 1.02
High Yield Bonds Income The Lazy Team 1.85 Apr 21 -2.13 -0.78 0.41
Edge Select Conservative Merrill Lynch 1.80 Apr 21 -2.16 0.14 1.56
Robo Advisor 20 Value Tilt Betterment 1.75 Apr 21 -2.23 0.16 1.76
Sheltered Sam 20/80 Bill Bernstein 1.57 Apr 21 -1.90 0.63 1.96
US Stocks Minimum Volatility 1.46 Apr 21 -4.79 -1.10 -1.72
Developed World ex-US 20/80 1.44 Apr 21 -3.54 0.45 2.11
Sheltered Sam 10/90 Bill Bernstein 1.00 Apr 21 -1.37 0.48 1.45
Robo Advisor 10 Value Tilt Betterment 0.98 Apr 21 -1.39 0.20 1.55
Conservative Income Charles Schwab 0.90 Apr 21 -1.38 0.34 0.92
All Country World Bonds 0.81 Apr 21 -2.14 -0.26 0.73
US Inflation Protection 0.78 Apr 21 -1.36 0.41 0.33
Total Bond US 0.53 Apr 21 -1.74 0.05 0.95
Sheltered Sam 0/100 Bill Bernstein 0.43 Apr 21 -0.83 0.32 0.93
Total Bond Developed World ex-US 0.34 Apr 21 -2.14 -0.13 0.17
10-year Treasury 0.31 Apr 21 -2.32 -0.14 0.79
Robo Advisor 0 Betterment 0.22 Apr 21 -0.53 0.24 1.34
US Cash 0.21 Apr 21 0.29 0.85 1.84
Short Term Treasury 0.19 Apr 21 -0.47 0.27 1.34
Gold -0.17 Apr 21 -11.05 8.57 21.05
Cockroach Portfolio Tony Dong -0.51 Apr 21 -6.76 3.58 8.65
Berkshire Hathaway Warren Buffett -2.01 Apr 21 -5.13 -4.86 -4.78