Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 14 2025, 02:00PM 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).

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 Monthly Return (%)
Return (%) as of Oct 25
Ticker Asset Class Nov 25â–ľ Time(ET) 1M 3M 6M
FLLA
Latin America 5.25 Nov 14, 01:52PM 0.30 14.29 17.12
GLD
Gold 2.42 Nov 14, 02:00PM 3.56 21.51 21.18
VGK
Europe 0.98 Nov 14, 02:00PM 0.63 6.43 12.05
EFA
EAFE Stocks 0.88 Nov 14, 02:00PM 1.20 7.96 13.42
DBC
Commodities 0.57 Nov 14, 01:56PM 1.55 1.92 11.23
VNQ
US REITs 0.35 Nov 14, 02:00PM -2.45 1.00 2.93
BIL
US Cash 0.15 Nov 14, 02:00PM 0.35 1.06 2.13
HYG
US High Yield Bonds -0.11 Nov 14, 02:00PM -0.01 1.99 5.83
VPL
Pacific -0.17 Nov 14, 01:59PM 4.31 12.62 22.42
BND
US Total Bond Market -0.19 Nov 14, 02:00PM 0.60 2.89 3.47
TIP
US TIPS -0.19 Nov 14, 01:59PM 0.32 2.37 2.69
EMB
Emerg. Market Bonds -0.22 Nov 14, 02:00PM 1.98 5.44 10.28
PFF
US Preferred Stocks -0.37 Nov 14, 02:00PM -0.76 1.46 6.89
LQD
US Invest. Grade Bonds -0.40 Nov 14, 01:59PM 0.15 3.09 5.36
BNDX
International Bonds -0.48 Nov 14, 01:59PM 1.00 1.67 1.91
EEM
Emerging Markets -0.55 Nov 14, 02:00PM 3.56 13.88 27.60
IJR
US Small Cap -0.67 Nov 14, 02:00PM -0.87 7.22 18.52
VT
World All Countries -0.80 Nov 14, 02:00PM 2.02 8.58 21.57
TLT
US Long Term Treasuries -1.10 Nov 14, 02:00PM 1.38 5.04 3.18
SPY
US Large Cap -1.27 Nov 14, 02:00PM 2.38 8.21 23.70
VTI
US Total Stock Market -1.41 Nov 14, 02:00PM 2.21 8.19 23.66
QQQ
US Technology -2.97 Nov 14, 02:00PM 4.78 11.47 32.61
CWB
US Convertible Bonds -4.65 Nov 14, 01:58PM 3.03 10.15 21.24
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 Nov 25) 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 Oct 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 7.15 Nov 14, 01:49PM -5.10 -0.57 -10.59
Gold 2.42 Nov 14, 02:00PM 3.56 21.51 21.18
Cockroach Portfolio Tony Dong 1.87 Nov 14, 02:00PM 1.66 7.79 7.87
Developed World ex-US Stocks Momentum 1.25 Nov 14, 01:58PM -0.47 6.47 13.91
US Stocks Minimum Volatility 1.24 Nov 14, 01:59PM -2.06 1.01 1.44
European Stocks 0.98 Nov 14, 02:00PM 0.63 6.43 12.05
Aggressive Global Income The Lazy Team 0.81 Nov 14, 02:00PM -0.67 4.03 9.26
Developed World ex-US Stocks 0.58 Nov 14, 02:00PM 1.77 8.99 16.81
Seven Value Scott Burns 0.57 Nov 14, 02:00PM 0.23 4.46 10.40
Developed World ex-US 60/40 Momentum 0.56 Nov 14, 01:59PM 0.04 4.74 9.42
US Stocks Value 0.52 Nov 14, 01:59PM 1.08 6.41 14.85
Six Ways from Sunday Scott Burns 0.51 Nov 14, 02:00PM 0.32 4.29 9.99
Marc Faber Portfolio Marc Faber 0.49 Nov 14, 02:00PM 1.30 9.38 12.94
Cape US Sector Value Robert Shiller 0.43 Nov 14, 01:52PM -3.07 0.35 5.33
Weird Portfolio Value Stock Geek 0.37 Nov 14, 02:00PM 0.49 8.93 13.10
Developed World ex-US 80/20 0.37 Nov 14, 02:00PM 1.64 7.70 14.04
Simple Money Portfolio Tim Maurer 0.37 Nov 14, 02:00PM 0.30 5.20 11.02
Aim comfortable trip Aim Ways 0.35 Nov 14, 02:00PM 1.51 7.80 11.78
Gold Pivot Ptf Aim Ways 0.26 Nov 14, 02:00PM 2.36 10.77 14.15
Sheltered Sam 100/0 Bill Bernstein 0.25 Nov 14, 02:00PM 0.79 8.03 17.38
Ultimate Buy and Hold Strategy Paul Merriman 0.25 Nov 14, 02:00PM 0.26 7.23 16.94
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.24 Nov 14, 02:00PM 3.45 19.21 23.32
Simplified Permanent Portfolio The Lazy Team 0.24 Nov 14, 02:00PM 1.95 9.52 12.74
Sheltered Sam 90/10 Bill Bernstein 0.23 Nov 14, 02:00PM 0.75 7.44 15.79
Developed World ex-US 40/60 Momentum 0.21 Nov 14, 01:59PM 0.33 3.79 7.02
Paul Boyer Portfolio Paul Boyer 0.21 Nov 14, 02:00PM 1.88 10.36 12.68
Sheltered Sam 80/20 Bill Bernstein 0.20 Nov 14, 02:00PM 0.71 6.83 14.22
Pinwheel Tyler 0.19 Nov 14, 02:00PM 1.10 7.88 13.49
Sheltered Sam 70/30 Bill Bernstein 0.18 Nov 14, 02:00PM 0.66 6.23 12.67
Ultimate Buy&Hold FundAdvice 0.16 Nov 14, 02:00PM 0.24 5.16 10.96
Developed World ex-US 60/40 0.15 Nov 14, 02:00PM 1.50 6.33 11.17
US Cash 0.15 Nov 14, 02:00PM 0.35 1.06 2.13
Sheltered Sam 60/40 Bill Bernstein 0.15 Nov 14, 02:00PM 0.62 5.62 11.12
Big Rocks Portfolio Larry Swedroe 0.14 Nov 14, 02:00PM 0.24 4.97 10.74
Ideal Index Frank Armstrong 0.13 Nov 14, 02:00PM 0.55 5.89 11.88
Sheltered Sam 50/50 Bill Bernstein 0.13 Nov 14, 02:00PM 0.57 5.00 9.59
Short Term Treasury 0.12 Nov 14, 01:59PM 0.33 1.52 1.76
Robo Advisor 0 Betterment 0.12 Nov 14, 02:00PM 0.34 1.56 1.84
Sheltered Sam 40/60 Bill Bernstein 0.10 Nov 14, 02:00PM 0.52 4.39 8.08
Sheltered Sam 30/70 Bill Bernstein 0.07 Nov 14, 02:00PM 0.48 3.76 6.57
Sheltered Sam 20/80 Bill Bernstein 0.05 Nov 14, 02:00PM 0.43 3.13 5.08
Robo Advisor 10 Value Tilt Betterment 0.03 Nov 14, 02:00PM 0.58 2.52 3.90
Larry Portfolio Larry Swedroe 0.03 Nov 14, 02:00PM 0.43 4.31 7.56
Sheltered Sam 10/90 Bill Bernstein 0.02 Nov 14, 02:00PM 0.38 2.50 3.60
Golden Butterfly Tyler 0.02 Nov 14, 02:00PM 1.60 9.71 14.09
Permanent Portfolio Harry Browne 0.02 Nov 14, 02:00PM 2.04 9.60 12.80
Sheltered Sam 0/100 Bill Bernstein 0.00 Nov 14, 01:59PM 0.33 1.86 2.13
10-year Treasury -0.03 Nov 14, 01:59PM 0.71 3.04 2.78
Robo Advisor 20 Value Tilt Betterment -0.05 Nov 14, 02:00PM 0.80 3.46 5.96
Five Asset Roger Gibson -0.05 Nov 14, 02:00PM 0.83 4.81 11.69
Developed World ex-US 40/60 -0.06 Nov 14, 02:00PM 1.35 4.88 8.19
US Stocks Equal Weight -0.06 Nov 14, 02:00PM -0.93 2.79 12.05
Coward's Portfolio Bill Bernstein -0.06 Nov 14, 02:00PM 0.78 5.53 11.61
Ivy Portfolio Mebane Faber -0.07 Nov 14, 02:00PM 0.71 4.86 11.90
Golden Butterfly 2x Leveraged Tyler -0.07 Nov 14, 02:00PM 2.48 18.18 24.67
Conservative Income Charles Schwab -0.09 Nov 14, 02:00PM 0.31 2.12 3.05
Coffeehouse Bill Schultheis -0.10 Nov 14, 02:00PM 0.31 5.32 10.79
Nano Portfolio John Wasik -0.11 Nov 14, 02:00PM 0.43 4.61 9.08
7Twelve Portfolio Craig Israelsen -0.11 Nov 14, 02:00PM 0.64 4.42 10.94
Dimensional Retirement Income Fund DFA -0.13 Nov 13 0.47 3.04 6.01
Edge Select Conservative Merrill Lynch -0.13 Nov 14, 02:00PM 0.70 3.42 6.38
Andrew Tobias Portfolio Andrew Tobias -0.13 Nov 14, 02:00PM 1.27 6.02 12.69
Desert Portfolio Gyroscopic Investing -0.14 Nov 14, 02:00PM 1.42 6.20 10.31
Robo Advisor 100 Value Tilt Betterment -0.16 Nov 14, 02:00PM 1.53 8.54 19.19
Gone Fishin' Portfolio Alexander Green -0.17 Nov 14, 02:00PM 1.38 7.88 15.36
Total Bond US -0.19 Nov 14, 02:00PM 0.60 2.89 3.47
US Inflation Protection -0.19 Nov 14, 01:59PM 0.32 2.37 2.69
Eliminate Fat Tails Larry Swedroe -0.20 Nov 14, 02:00PM 0.74 4.53 8.42
Late Sixties and Beyond Burton Malkiel -0.21 Nov 14, 02:00PM 0.96 5.97 13.21
One-Decision Portfolio Marvin Appel -0.21 Nov 14, 02:00PM 0.12 3.75 8.76
Robo Advisor 50 Value Tilt Betterment -0.23 Nov 14, 02:00PM 1.32 5.93 11.75
Long Term Portfolio Ben Stein -0.23 Nov 14, 02:00PM 1.14 6.86 15.12
PISI Portfolio Davide Pisicchio -0.24 Nov 14, 02:00PM 1.48 6.74 10.98
Robo Advisor 90 Value Tilt Betterment -0.24 Nov 14, 02:00PM 1.63 8.31 18.63
Five Fold Scott Burns -0.25 Nov 14, 02:00PM 0.65 4.75 9.73
Robo Advisor 80 Value Tilt Betterment -0.25 Nov 14, 02:00PM 1.58 7.77 16.99
Perfect Portfolio Ben Stein -0.27 Nov 14, 02:00PM 1.69 7.26 17.02
Shield Strategy Aim Ways -0.27 Nov 14, 02:00PM 2.14 9.42 15.84
Developed World ex-US 20/80 -0.27 Nov 14, 02:00PM 1.18 3.33 5.11
Sandwich Portfolio Bob Clyatt -0.28 Nov 14, 02:00PM 0.83 5.26 11.55
Dynamic 60/40 Income The Lazy Team -0.28 Nov 14, 02:00PM -0.10 2.88 8.01
Tilt Toward Value Time Money Inc -0.30 Nov 14, 02:00PM 0.87 5.49 11.58
All Country World Bonds -0.30 Nov 14, 02:00PM 0.96 2.87 3.95
Golden Butterfly with Bitcoin Tyler -0.30 Nov 14, 02:00PM 1.43 9.08 13.95
Permanent Portfolio with Bitcoin Harry Browne -0.30 Nov 14, 02:00PM 1.87 8.98 12.67
Rob Arnott Portfolio Rob Arnott -0.31 Nov 14, 02:00PM 0.77 3.88 7.61
Mid-Fifties Burton Malkiel -0.31 Nov 14, 02:00PM 1.29 6.97 15.48
Odd-Stats Strategy Aim Ways -0.31 Nov 14, 02:00PM 1.39 6.32 10.56
Yale Endowment David Swensen -0.31 Nov 14, 02:00PM 0.83 5.54 12.09
Lazy Portfolio David Swensen -0.32 Nov 14, 02:00PM 0.83 5.64 12.27
GAA Global Asset Allocation Mebane Faber -0.35 Nov 14, 02:00PM 1.42 6.40 11.51
High Yield Bonds Income The Lazy Team -0.35 Nov 14, 02:00PM 0.52 3.45 7.38
LifeStrategy Income Fund Vanguard -0.35 Nov 14, 02:00PM 1.01 3.86 6.57
No Brainer Portfolio Bill Bernstein -0.36 Nov 14, 02:00PM 1.02 6.79 15.40
Late Thirties to Early Forties Burton Malkiel -0.37 Nov 14, 02:00PM 1.51 7.53 16.86
Margaritaville Scott Burns -0.38 Nov 14, 02:00PM 1.49 6.87 14.62
Lifepath Fund iShares -0.38 Nov 14, 02:00PM 1.13 5.24 10.36
Gretchen Tai Portfolio Gretchen Tai -0.38 Nov 14, 02:00PM 1.50 7.26 15.15
Simple and Cheap Time Money Inc -0.39 Nov 14, 02:00PM 1.11 5.67 12.03
Dynamic 40/60 Income The Lazy Team -0.39 Nov 14, 02:00PM 0.79 3.77 9.49
Four Square Scott Burns -0.40 Nov 14, 02:00PM 1.37 5.63 11.40
All Country World 20/80 -0.40 Nov 14, 02:00PM 1.19 4.08 7.39
Mid-Twenties Burton Malkiel -0.40 Nov 14, 02:00PM 1.58 7.75 17.36
Edge Select Moderately Conservative Merrill Lynch -0.41 Nov 14, 02:00PM 1.16 5.07 10.44
Margherita Portfolio Davide Pisicchio -0.41 Nov 14, 02:00PM 1.51 6.65 11.47
Talmud Portfolio Roger Gibson -0.41 Nov 14, 02:00PM 0.18 4.10 9.69
LifeStrategy Conservative Growth Vanguard -0.42 Nov 14, 02:00PM 1.29 5.16 10.17
Stocks/Bonds 20/80 -0.43 Nov 14, 02:00PM 0.94 3.98 7.23
Golden Ratio Portfolio Frank Vasquez -0.44 Nov 14, 02:00PM 1.66 9.44 15.48
In Saecula Saeculorum Fulvio Marchese -0.44 Nov 14, 02:00PM 1.64 7.36 14.07
Desert Portfolio with Bitcoin Gyroscopic Investing -0.46 Nov 14, 02:00PM 1.24 5.58 10.16
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.47 Nov 14, 02:00PM 1.20 6.11 13.81
Edge Select Moderate Merrill Lynch -0.48 Nov 14, 02:00PM 1.37 6.16 13.55
Total Bond Developed World ex-US -0.48 Nov 14, 01:59PM 1.00 1.67 1.91
All Country World 40/60 -0.50 Nov 14, 02:00PM 1.41 5.25 10.88
LifeStrategy Moderate Growth Vanguard -0.50 Nov 14, 02:00PM 1.55 6.41 13.81
Robust Alpha Architect -0.52 Nov 14, 02:00PM -0.46 4.50 13.19
Global Market Portfolio Credit Suisse -0.52 Nov 14, 02:00PM 1.27 5.75 10.88
Emerging Markets Stocks -0.55 Nov 14, 02:00PM 3.56 13.88 27.60
Four Seasons Portfolio Davide Pisicchio -0.56 Nov 14, 02:00PM 1.68 7.24 13.56
Core Four Rick Ferri -0.56 Nov 14, 02:00PM 1.46 7.01 16.35
LifeStrategy Growth Fund Vanguard -0.57 Nov 14, 02:00PM 1.80 7.62 17.48
Edge Select Moderately Aggressive Merrill Lynch -0.58 Nov 14, 02:00PM 1.67 7.18 16.63
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.59 Nov 14, 02:00PM 2.72 12.97 18.92
Three Funds Bogleheads -0.59 Nov 14, 02:00PM 1.79 7.65 17.67
Four Funds Bogleheads -0.59 Nov 14, 02:00PM 1.76 7.60 17.57
All Country World 60/40 -0.60 Nov 14, 02:00PM 1.63 6.39 14.40
Family Taxable Portfolio Ted Aronson -0.60 Nov 14, 02:00PM 1.66 7.82 16.07
All Weather Portfolio Ray Dalio -0.63 Nov 14, 02:00PM 1.74 6.80 10.93
Edge Select Aggressive Merrill Lynch -0.64 Nov 14, 02:00PM 1.88 8.09 19.35
Stocks/Bonds 40/60 -0.68 Nov 14, 02:00PM 1.27 5.06 11.12
All Country World 80/20 -0.70 Nov 14, 02:00PM 1.83 7.50 17.97
Dedalo Eleven Dedalo Invest -0.71 Nov 14, 02:00PM 2.06 7.86 18.38
Second Grader's Starter Paul Farrell -0.71 Nov 14, 02:00PM 1.93 8.15 19.70
Stocks/Bonds 20/80 Momentum -0.75 Nov 14, 02:00PM 0.27 3.49 7.09
US Stocks Quality -0.77 Nov 14, 02:00PM 0.93 6.88 16.44
All Country World Stocks -0.80 Nov 14, 02:00PM 2.02 8.58 21.57
Couch Potato Scott Burns -0.80 Nov 14, 02:00PM 1.30 5.32 12.65
Capricciosa Portfolio Davide Pisicchio -0.81 Nov 14, 02:00PM 1.67 6.74 14.60
All Weather Portfolio 2x Leveraged Ray Dalio -0.83 Nov 14, 02:00PM 2.74 13.12 19.28
Stocks/Bonds 40/60 ESG -0.90 Nov 14, 01:52PM 1.42 5.30 11.69
Ulcer Free Strategy Aim Ways -0.91 Nov 14, 02:00PM 2.07 7.22 10.74
Stocks/Bonds 60/40 -0.92 Nov 14, 02:00PM 1.60 6.12 15.15
All Weather Portfolio with Bitcoin Ray Dalio -0.93 Nov 14, 02:00PM 1.59 6.39 10.91
Stocks/Bonds 40/60 with Bitcoin -0.93 Nov 14, 02:00PM 1.15 4.81 11.19
Dedalo Four Dedalo Invest -1.07 Nov 14, 02:00PM 1.94 7.06 18.58
Simple Path to Wealth JL Collins -1.10 Nov 14, 02:00PM 1.83 6.90 18.27
Stocks/Bonds 80/20 -1.16 Nov 14, 02:00PM 1.91 7.16 19.33
Stocks/Bonds 60/40 with Bitcoin -1.18 Nov 14, 02:00PM 1.48 5.86 15.22
Pepperoni Portfolio Davide Pisicchio -1.21 Nov 14, 02:00PM 1.95 6.54 16.37
Dedalo Three Dedalo Invest -1.22 Nov 14, 02:00PM 2.15 8.31 23.01
Stocks/Bonds 60/40 ESG -1.24 Nov 14, 01:52PM 1.78 6.45 15.98
Warren Buffett Portfolio Warren Buffett -1.26 Nov 14, 01:59PM 2.30 7.68 21.89
Stocks/Bonds 40/60 2x Leveraged -1.31 Nov 14, 01:59PM 2.36 9.11 18.41
Stocks/Bonds 40/60 Momentum -1.31 Nov 14, 02:00PM -0.04 4.06 10.74
Talmud Portfolio 2x Leveraged Roger Gibson -1.34 Nov 14, 01:59PM -0.10 6.06 13.87
US Stocks -1.41 Nov 14, 02:00PM 2.21 8.19 23.66
Diavola Portfolio Davide Pisicchio -1.65 Nov 14, 02:00PM 2.71 8.43 23.51
Stocks/Bonds 60/40 2x Leveraged -1.82 Nov 14, 01:59PM 2.97 11.12 27.27
Stocks/Bonds 60/40 Momentum -1.87 Nov 14, 02:00PM -0.34 4.60 14.40
US Stocks ESG -1.91 Nov 14, 01:52PM 2.48 8.69 25.08
Stocks/Bonds 80/20 Momentum -2.43 Nov 14, 02:00PM -0.61 5.12 18.09
Technology -2.97 Nov 14, 02:00PM 4.78 11.47 32.61
US Stocks Momentum -2.99 Nov 14, 01:58PM -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -12.75 Nov 14, 02:00PM 6.51 21.31 66.36