Last Update - 30 September 2026

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

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Return (%) as of Sep 26
Ticker Asset Class 1M 3M 6M
BIL
US Cash 0.28 0.90 1.79
BND
US Total Bond Market -2.55 -3.45 -2.78
BNDX
International Bonds -1.18 -2.51 -1.04
CWB
US Convertible Bonds -0.84 -5.74 11.47
DBC
Commodities 3.26 21.23 11.64
EEM
Emerging Markets -0.34 -2.37 18.22
EFA
EAFE Stocks -3.31 0.01 8.65
EMB
Emerg. Market Bonds -3.73 -4.58 -0.71
GLD
Gold -6.75 3.38 -11.49
HYG
US High Yield Bonds -2.73 -2.00 0.01
IJH
US Mid Cap Blend -4.22 -6.41 7.14
IJR
US Small Cap Blend -5.53 -7.94 10.16
LQD
US Invest. Grade Bonds -3.39 -5.18 -3.99
PFF
US Preferred Stocks -2.62 -1.87 0.03
QQQ
US Technology 3.32 0.56 28.44
SPY
US Large Cap Blend -0.33 2.38 17.86
TIP
US TIPS -2.60 -3.29 -2.50
TLT
US Long Term Treasuries -5.38 -8.95 -8.18
VNQ
US REITs -6.26 -6.25 2.82
VT
World All Countries -1.43 0.83 14.83
VTI
US Total Stock Market -0.78 1.39 17.29
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
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Return (%) as of Sep 26
Portfolio Author 1M 3M 6M
Permanent Portfolio Harry Browne -3.07 -0.85 -0.56
No Brainer Portfolio Bill Bernstein -2.28 -1.79 9.88
Yale Endowment David Swensen -2.63 -1.89 7.46
Lifepath Fund iShares -2.15 -1.88 4.28
Robo Advisor 90 Value Tilt Betterment -2.18 -0.80 12.30
Ultimate Buy and Hold Strategy Paul Merriman -3.25 -1.21 10.80
Desert Portfolio Gyroscopic Investing -2.09 -0.70 2.22
Late Sixties and Beyond Burton Malkiel -2.60 -1.88 7.76
Aggressive Global Income The Lazy Team -4.22 -2.05 4.00
Developed World ex-US 20/80 -1.58 -2.10 1.43
All Country World 20/80 -2.07 -2.40 1.44
Golden Butterfly with Bitcoin Tyler -3.64 -1.75 1.67
US Inflation Protection -2.60 -3.29 -2.50
Desert Portfolio with Bitcoin Gyroscopic Investing -1.86 -0.20 2.84
LifeStrategy Growth Fund Vanguard -1.58 -0.14 11.33
Sheltered Sam 90/10 Bill Bernstein -3.19 -1.48 9.74
Sheltered Sam 10/90 Bill Bernstein -1.60 -1.46 0.27
Simple and Cheap Time Money Inc -2.23 -1.57 6.67
Dedalo Three Dedalo Invest -0.98 1.22 16.54
US Cash 0.28 0.90 1.79
Margherita Portfolio Davide Pisicchio -2.07 -1.00 2.96
Aggressive Portfolio Lyn Alden -1.88 -0.22 10.62
Ivy Portfolio Mebane Faber -1.12 3.66 7.89
Core Four Rick Ferri -1.96 -0.64 10.53
Robust Alpha Architect 0.35 -0.90 13.13
Edge Select Moderately Conservative Merrill Lynch -1.93 -1.75 4.28
European Stocks -5.07 -1.72 7.00
Sandwich Portfolio Bob Clyatt -2.08 -1.39 6.28
Robo Advisor 10 Value Tilt Betterment -1.04 -0.77 1.10
Mid-Twenties Burton Malkiel -2.00 -0.98 11.55
Stocks/Bonds 80/20 -1.10 0.50 13.14
GAA Global Asset Allocation Mebane Faber -2.25 -0.99 3.59
Stocks/Bonds 40/60 with Bitcoin -1.65 -0.84 5.29
Stocks/Bonds 60/40 Momentum 2.87 -6.00 18.12
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.75 -3.23 -4.71
Jane Bryant Quinn Portfolio Jane Bryant Quinn -2.28 -1.15 8.46
Perfect Portfolio Ben Stein -1.23 0.92 11.72
Sheltered Sam 60/40 Bill Bernstein -2.64 -1.47 6.21
Long Term Portfolio Ben Stein -2.13 -0.95 10.19
Stocks/Bonds 80/20 Momentum 4.42 -6.66 25.32
Weird Portfolio Value Stock Geek -5.37 -3.21 0.17
PISI Portfolio Davide Pisicchio -2.85 -1.98 1.09
Cockroach Portfolio Tony Dong -4.23 -2.05 -3.13
JP Morgan Balanced Portfolio JP Morgan -2.00 -0.44 7.78
US Stocks -0.78 1.39 17.29
Emerging Markets Stocks -0.34 -2.37 18.22
Four Funds Bogleheads -1.63 -0.14 11.37
Ideal Index Frank Armstrong -2.72 -1.97 7.48
Edge Select Aggressive Merrill Lynch -1.32 -0.14 13.00
Margaritaville Scott Burns -1.91 -0.77 8.65
Simple Money Portfolio Tim Maurer -2.92 -1.03 5.43
Robo Advisor 100 Value Tilt Betterment -2.29 -0.40 13.14
Dynamic 40/60 Income The Lazy Team -2.05 -1.41 3.26
Developed World ex-US 60/40 -2.30 -1.34 6.29
All Country World 60/40 -1.73 -0.72 8.09
Stocks/Bonds 60/40 ESG -1.01 0.42 11.26
Developed World ex-US 60/40 Momentum -1.18 -1.76 6.10
Talmud Portfolio 2x Leveraged Roger Gibson -6.96 -6.68 6.97
LifeStrategy Conservative Growth Vanguard -1.84 -1.59 4.50
Nano Portfolio John Wasik -3.11 -2.28 4.59
Sheltered Sam 30/70 Bill Bernstein -2.03 -1.46 2.66
Seven Value Scott Burns -2.89 0.95 5.60
US Stocks Value -3.21 0.55 8.76
In Saecula Saeculorum Fulvio Marchese -2.18 -0.68 4.78
Capricciosa Portfolio Davide Pisicchio -1.55 -0.45 7.38
Gold -6.75 3.38 -11.49
Stocks/Bonds 60/40 -1.44 -0.43 9.06
Warren Buffett Portfolio Warren Buffett -0.22 2.31 16.46
Simple Path to Wealth JL Collins -1.19 0.27 12.11
Robo Advisor 80 Value Tilt Betterment -2.19 -1.08 10.73
Second Grader's Starter Paul Farrell -1.45 0.30 13.36
Family Taxable Portfolio Ted Aronson -2.41 -2.93 9.46
Late Thirties to Early Forties Burton Malkiel -2.10 -1.11 11.02
High Yield Bonds Income The Lazy Team -3.49 -4.11 -1.57
Total Bond US -2.55 -3.45 -2.78
All Country World Bonds -2.25 -3.29 -1.86
US Stocks ESG -0.20 2.73 21.26
All Weather Portfolio 2x Leveraged Ray Dalio -6.63 -3.81 -1.66
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.49 -4.38 0.05
Ark Tech Portfolio Cathie Wood 6.09 11.54 44.14
Sheltered Sam 80/20 Bill Bernstein -3.01 -1.48 8.57
Sheltered Sam 0/100 Bill Bernstein -1.37 -1.45 -0.93
Tilt Toward Value Time Money Inc -2.56 -1.94 6.28
Dedalo Four Dedalo Invest -1.02 0.52 12.90
Ulcer Free Strategy Aim Ways -1.80 -2.61 1.59
Berkshire Hathaway Warren Buffett -1.27 -0.25 4.02
Moderate Portfolio Lyn Alden -1.90 -0.62 9.38
Couch Potato Scott Burns -1.64 -0.84 7.17
Coffeehouse Bill Schultheis -3.46 -3.30 5.17
Edge Select Moderate Merrill Lynch -1.81 -1.31 7.12
Larry Portfolio Larry Swedroe -2.52 -2.52 1.77
7Twelve Portfolio Craig Israelsen -1.12 2.53 7.09
Robo Advisor 20 Value Tilt Betterment -1.43 -1.17 2.20
Andrew Tobias Portfolio Andrew Tobias -1.59 0.42 8.56
Stocks/Bonds 20/80 -2.16 -2.40 1.10
All Country World Stocks -1.43 0.83 14.83
All Weather Portfolio with Bitcoin Ray Dalio -2.57 -1.07 1.82
Stocks/Bonds 40/60 Momentum 1.20 -5.26 11.04
Stocks/Bonds 60/40 2x Leveraged -3.15 -1.62 15.18
Marc Faber Portfolio Marc Faber -4.13 -1.56 0.82
Global Market Portfolio Credit Suisse -2.48 -2.88 3.92
Sheltered Sam 50/50 Bill Bernstein -2.44 -1.47 5.03
Four Square Scott Burns -1.75 -1.20 6.16
Stocks/Bonds 20/80 Momentum -0.60 -4.41 4.07
Gold Pivot Ptf Aim Ways -2.60 0.20 0.06
Diavola Portfolio Davide Pisicchio 0.21 0.89 18.06
All Weather Portfolio Ray Dalio -2.68 -1.33 1.49
Short Term Treasury -0.55 -0.22 0.11
Lazy Portfolio David Swensen -2.55 -1.89 7.49
Five Asset Roger Gibson -1.42 2.86 8.28
Rob Arnott Portfolio Rob Arnott -2.08 -0.71 2.55
Pinwheel Tyler -3.13 -1.64 5.53
Robo Advisor 0 Betterment -0.65 -0.36 -0.02
Big Rocks Portfolio Larry Swedroe -2.48 -1.35 6.60
Dynamic 60/40 Income The Lazy Team -2.61 -1.81 3.95
Developed World ex-US 40/60 -1.95 -1.71 3.88
All Country World 40/60 -1.90 -1.54 4.75
Stocks/Bonds 40/60 ESG -1.45 -0.80 6.48
Developed World ex-US 40/60 Momentum -1.18 -2.00 3.72
Golden Butterfly 2x Leveraged Tyler -7.81 -6.91 -0.13
LifeStrategy Moderate Growth Vanguard -1.71 -0.85 7.90
Sheltered Sam 100/0 Bill Bernstein -3.37 -1.48 10.91
Sheltered Sam 20/80 Bill Bernstein -1.82 -1.46 1.46
Eliminate Fat Tails Larry Swedroe -1.75 -2.55 4.11
Aim comfortable trip Aim Ways -2.40 -0.45 3.18
Four Seasons Portfolio Davide Pisicchio -1.94 -0.61 4.90
10-year Treasury -3.35 -4.58 -4.51
Stocks/Bonds 40/60 -1.79 -1.40 5.05
Developed World ex-US Stocks -2.93 -0.65 11.04
Edge Select Conservative Merrill Lynch -1.69 -1.61 2.02
Golden Butterfly Tyler -3.86 -2.22 1.07
Talmud Portfolio Roger Gibson -3.20 -2.75 5.61
Technology 3.32 0.56 28.44
Mid-Fifties Burton Malkiel -2.39 -1.54 9.65
Paul Boyer Portfolio Paul Boyer -3.85 -2.99 -1.41
Total Bond Developed World ex-US -1.18 -2.51 -1.04
Stocks/Bonds 60/40 with Bitcoin -1.30 0.12 9.32
US Stocks Momentum 5.87 -7.25 32.64
Simplified Permanent Portfolio The Lazy Team -3.50 -1.11 -1.21
Cape US Sector Value Robert Shiller -6.19 -4.41 0.74
US Stocks Equal Weight -4.83 -1.87 9.22
Sheltered Sam 70/30 Bill Bernstein -2.83 -1.47 7.39
Six Ways from Sunday Scott Burns -2.80 1.18 4.67
Gretchen Tai Portfolio Gretchen Tai -2.30 -1.67 8.85
Dedalo Eleven Dedalo Invest -1.21 0.00 12.55
US Stocks Quality 0.04 1.50 16.32
Odd-Stats Strategy Aim Ways -1.95 -1.44 4.66
Golden Ratio Portfolio Frank Vasquez -2.81 -1.46 3.36
Conservative Portfolio Lyn Alden -2.58 -0.88 6.40
Ultimate Buy&Hold FundAdvice -2.62 -1.36 5.90
Three Funds Bogleheads -1.62 -0.15 11.34
Dimensional Retirement Income Fund DFA -2.44 -1.99 1.16
Edge Select Moderately Aggressive Merrill Lynch -1.49 -0.56 10.26
Coward's Portfolio Bill Bernstein -2.10 -1.36 7.66
Conservative Income Charles Schwab -1.99 -2.34 -1.02
Robo Advisor 50 Value Tilt Betterment -2.27 -1.82 5.81
Gone Fishin' Portfolio Alexander Green -2.88 -2.52 7.37
Developed World ex-US 80/20 -2.62 -0.99 8.68
All Country World 80/20 -1.58 0.07 11.45
Permanent Portfolio with Bitcoin Harry Browne -2.84 -0.35 0.03
Developed World ex-US Stocks Momentum -1.18 -1.31 10.85
Stocks/Bonds 40/60 2x Leveraged -4.27 -4.21 6.24
LifeStrategy Income Fund Vanguard -1.99 -2.36 1.11
One-Decision Portfolio Marvin Appel -2.56 -2.19 4.68
Sheltered Sam 40/60 Bill Bernstein -2.24 -1.47 3.85
Five Fold Scott Burns -2.67 -2.24 5.48
US Stocks Minimum Volatility -3.70 1.35 5.74
Shield Strategy Aim Ways -1.99 -0.18 4.39
Pepperoni Portfolio Davide Pisicchio -0.70 -0.28 11.05