Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 17 2025, 03:00PM 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 3.85 Nov 17, 02:55PM 0.30 14.29 17.12
DBC
Commodities 0.22 Nov 17, 02:59PM 1.55 1.92 11.23
BIL
US Cash 0.16 Nov 17, 03:00PM 0.35 1.06 2.13
GLD
Gold 0.14 Nov 17, 03:00PM 3.56 21.51 21.18
BND
US Total Bond Market -0.16 Nov 17, 03:00PM 0.60 2.89 3.47
TIP
US TIPS -0.22 Nov 17, 02:59PM 0.32 2.37 2.69
EMB
Emerg. Market Bonds -0.28 Nov 17, 03:00PM 1.98 5.44 10.28
LQD
US Invest. Grade Bonds -0.38 Nov 17, 02:59PM 0.15 3.09 5.36
HYG
US High Yield Bonds -0.42 Nov 17, 03:00PM -0.01 1.99 5.83
BNDX
International Bonds -0.52 Nov 17, 02:59PM 1.00 1.67 1.91
VGK
Europe -0.55 Nov 17, 03:00PM 0.63 6.43 12.05
VNQ
US REITs -0.61 Nov 17, 03:00PM -2.45 1.00 2.93
EFA
EAFE Stocks -0.81 Nov 17, 03:00PM 1.20 7.96 13.42
TLT
US Long Term Treasuries -0.97 Nov 17, 03:00PM 1.38 5.04 3.18
PFF
US Preferred Stocks -1.41 Nov 17, 03:00PM -0.76 1.46 6.89
VPL
Pacific -1.88 Nov 17, 02:59PM 4.31 12.62 22.42
EEM
Emerging Markets -2.03 Nov 17, 03:00PM 3.56 13.88 27.60
VT
World All Countries -2.44 Nov 17, 03:00PM 2.02 8.58 21.57
SPY
US Large Cap -2.81 Nov 17, 03:00PM 2.38 8.21 23.70
IJR
US Small Cap -3.05 Nov 17, 03:00PM -0.87 7.22 18.52
VTI
US Total Stock Market -3.08 Nov 17, 03:00PM 2.21 8.19 23.66
QQQ
US Technology -4.58 Nov 17, 03:00PM 4.78 11.47 32.61
CWB
US Convertible Bonds -5.68 Nov 17, 02:59PM 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 5.88 Nov 17, 02:58PM -5.10 -0.57 -10.59
Cockroach Portfolio Tony Dong 1.26 Nov 17, 03:00PM 1.66 7.79 7.87
US Stocks Minimum Volatility 0.42 Nov 17, 03:00PM -2.06 1.01 1.44
US Cash 0.16 Nov 17, 03:00PM 0.35 1.06 2.13
Gold 0.14 Nov 17, 03:00PM 3.56 21.51 21.18
Short Term Treasury 0.13 Nov 17, 03:00PM 0.33 1.52 1.76
Robo Advisor 0 Betterment 0.13 Nov 17, 03:00PM 0.34 1.56 1.84
10-year Treasury 0.02 Nov 17, 03:00PM 0.71 3.04 2.78
Sheltered Sam 0/100 Bill Bernstein -0.01 Nov 17, 03:00PM 0.33 1.86 2.13
Cape US Sector Value Robert Shiller -0.02 Nov 17, 02:56PM -3.07 0.35 5.33
Developed World ex-US Stocks Momentum -0.13 Nov 17, 02:58PM -0.47 6.47 13.91
Robo Advisor 10 Value Tilt Betterment -0.13 Nov 17, 03:00PM 0.58 2.52 3.90
Conservative Income Charles Schwab -0.15 Nov 17, 03:00PM 0.31 2.12 3.05
Sheltered Sam 10/90 Bill Bernstein -0.15 Nov 17, 03:00PM 0.38 2.50 3.60
Total Bond US -0.16 Nov 17, 03:00PM 0.60 2.89 3.47
Dimensional Retirement Income Fund DFA -0.16 Nov 14 0.47 3.04 6.01
US Inflation Protection -0.22 Nov 17, 02:59PM 0.32 2.37 2.69
Aggressive Global Income The Lazy Team -0.25 Nov 17, 03:00PM -0.67 4.03 9.26
Developed World ex-US 60/40 Momentum -0.28 Nov 17, 02:59PM 0.04 4.74 9.42
Sheltered Sam 20/80 Bill Bernstein -0.29 Nov 17, 03:00PM 0.43 3.13 5.08
All Country World Bonds -0.30 Nov 17, 03:00PM 0.96 2.87 3.95
Developed World ex-US 40/60 Momentum -0.36 Nov 17, 02:59PM 0.33 3.79 7.02
Robo Advisor 20 Value Tilt Betterment -0.38 Nov 17, 03:00PM 0.80 3.46 5.96
Sheltered Sam 30/70 Bill Bernstein -0.44 Nov 17, 03:00PM 0.48 3.76 6.57
Edge Select Conservative Merrill Lynch -0.48 Nov 17, 03:00PM 0.70 3.42 6.38
Total Bond Developed World ex-US -0.52 Nov 17, 02:59PM 1.00 1.67 1.91
Larry Portfolio Larry Swedroe -0.52 Nov 17, 03:00PM 0.43 4.31 7.56
High Yield Bonds Income The Lazy Team -0.53 Nov 17, 03:00PM 0.52 3.45 7.38
Six Ways from Sunday Scott Burns -0.55 Nov 17, 03:00PM 0.32 4.29 9.99
European Stocks -0.55 Nov 17, 03:00PM 0.63 6.43 12.05
Seven Value Scott Burns -0.55 Nov 17, 03:00PM 0.23 4.46 10.40
Sheltered Sam 40/60 Bill Bernstein -0.58 Nov 17, 03:00PM 0.52 4.39 8.08
Developed World ex-US 20/80 -0.62 Nov 17, 03:00PM 1.18 3.33 5.11
LifeStrategy Income Fund Vanguard -0.66 Nov 17, 03:00PM 1.01 3.86 6.57
Simple Money Portfolio Tim Maurer -0.68 Nov 17, 03:00PM 0.30 5.20 11.02
Aim comfortable trip Aim Ways -0.69 Nov 17, 03:00PM 1.51 7.80 11.78
Marc Faber Portfolio Marc Faber -0.70 Nov 17, 03:00PM 1.30 9.38 12.94
Sheltered Sam 50/50 Bill Bernstein -0.72 Nov 17, 03:00PM 0.57 5.00 9.59
Developed World ex-US 40/60 -0.72 Nov 17, 03:00PM 1.35 4.88 8.19
Simplified Permanent Portfolio The Lazy Team -0.73 Nov 17, 03:00PM 1.95 9.52 12.74
All Country World 20/80 -0.73 Nov 17, 03:00PM 1.19 4.08 7.39
Rob Arnott Portfolio Rob Arnott -0.74 Nov 17, 03:00PM 0.77 3.88 7.61
Stocks/Bonds 20/80 -0.74 Nov 17, 03:00PM 0.94 3.98 7.23
Eliminate Fat Tails Larry Swedroe -0.78 Nov 17, 03:00PM 0.74 4.53 8.42
Ultimate Buy&Hold FundAdvice -0.80 Nov 17, 03:00PM 0.24 5.16 10.96
Paul Boyer Portfolio Paul Boyer -0.81 Nov 17, 03:00PM 1.88 10.36 12.68
Developed World ex-US 60/40 -0.83 Nov 17, 03:00PM 1.50 6.33 11.17
Desert Portfolio Gyroscopic Investing -0.86 Nov 17, 03:00PM 1.42 6.20 10.31
Sheltered Sam 60/40 Bill Bernstein -0.86 Nov 17, 03:00PM 0.62 5.62 11.12
Gold Pivot Ptf Aim Ways -0.88 Nov 17, 03:00PM 2.36 10.77 14.15
Big Rocks Portfolio Larry Swedroe -0.89 Nov 17, 03:00PM 0.24 4.97 10.74
Developed World ex-US 80/20 -0.93 Nov 17, 03:00PM 1.64 7.70 14.04
PISI Portfolio Davide Pisicchio -0.94 Nov 17, 03:00PM 1.48 6.74 10.98
Permanent Portfolio Harry Browne -0.94 Nov 17, 03:00PM 2.04 9.60 12.80
One-Decision Portfolio Marvin Appel -0.95 Nov 17, 03:00PM 0.12 3.75 8.76
Five Asset Roger Gibson -0.96 Nov 17, 03:00PM 0.83 4.81 11.69
Nano Portfolio John Wasik -0.97 Nov 17, 03:00PM 0.43 4.61 9.08
Ivy Portfolio Mebane Faber -0.98 Nov 17, 03:00PM 0.71 4.86 11.90
Sheltered Sam 70/30 Bill Bernstein -1.01 Nov 17, 03:00PM 0.66 6.23 12.67
Dynamic 40/60 Income The Lazy Team -1.01 Nov 17, 03:00PM 0.79 3.77 9.49
Weird Portfolio Value Stock Geek -1.01 Nov 17, 03:00PM 0.49 8.93 13.10
7Twelve Portfolio Craig Israelsen -1.02 Nov 17, 03:00PM 0.64 4.42 10.94
Ideal Index Frank Armstrong -1.02 Nov 17, 03:00PM 0.55 5.89 11.88
Lifepath Fund iShares -1.02 Nov 17, 03:00PM 1.13 5.24 10.36
Edge Select Moderately Conservative Merrill Lynch -1.02 Nov 17, 03:00PM 1.16 5.07 10.44
Developed World ex-US Stocks -1.03 Nov 17, 03:00PM 1.77 8.99 16.81
LifeStrategy Conservative Growth Vanguard -1.07 Nov 17, 03:00PM 1.29 5.16 10.17
GAA Global Asset Allocation Mebane Faber -1.07 Nov 17, 03:00PM 1.42 6.40 11.51
Pinwheel Tyler -1.07 Nov 17, 03:00PM 1.10 7.88 13.49
Dynamic 60/40 Income The Lazy Team -1.08 Nov 17, 03:00PM -0.10 2.88 8.01
Robo Advisor 50 Value Tilt Betterment -1.08 Nov 17, 03:00PM 1.32 5.93 11.75
Stocks/Bonds 20/80 Momentum -1.08 Nov 17, 03:00PM 0.27 3.49 7.09
Coward's Portfolio Bill Bernstein -1.09 Nov 17, 03:00PM 0.78 5.53 11.61
US Stocks Value -1.09 Nov 17, 02:59PM 1.08 6.41 14.85
Five Fold Scott Burns -1.09 Nov 17, 03:00PM 0.65 4.75 9.73
Odd-Stats Strategy Aim Ways -1.11 Nov 17, 03:00PM 1.39 6.32 10.56
Coffeehouse Bill Schultheis -1.12 Nov 17, 03:00PM 0.31 5.32 10.79
Sandwich Portfolio Bob Clyatt -1.13 Nov 17, 03:00PM 0.83 5.26 11.55
Desert Portfolio with Bitcoin Gyroscopic Investing -1.13 Nov 17, 03:00PM 1.24 5.58 10.16
Sheltered Sam 80/20 Bill Bernstein -1.15 Nov 17, 03:00PM 0.71 6.83 14.22
All Country World 40/60 -1.15 Nov 17, 03:00PM 1.41 5.25 10.88
Global Market Portfolio Credit Suisse -1.17 Nov 17, 03:00PM 1.27 5.75 10.88
Margherita Portfolio Davide Pisicchio -1.18 Nov 17, 03:00PM 1.51 6.65 11.47
Permanent Portfolio with Bitcoin Harry Browne -1.21 Nov 17, 03:00PM 1.87 8.98 12.67
Four Square Scott Burns -1.22 Nov 17, 03:00PM 1.37 5.63 11.40
Late Sixties and Beyond Burton Malkiel -1.22 Nov 17, 03:00PM 0.96 5.97 13.21
Tilt Toward Value Time Money Inc -1.23 Nov 17, 03:00PM 0.87 5.49 11.58
Golden Butterfly Tyler -1.23 Nov 17, 03:00PM 1.60 9.71 14.09
Andrew Tobias Portfolio Andrew Tobias -1.25 Nov 17, 03:00PM 1.27 6.02 12.69
All Weather Portfolio Ray Dalio -1.27 Nov 17, 03:00PM 1.74 6.80 10.93
Talmud Portfolio Roger Gibson -1.28 Nov 17, 03:00PM 0.18 4.10 9.69
Sheltered Sam 90/10 Bill Bernstein -1.29 Nov 17, 03:00PM 0.75 7.44 15.79
Simple and Cheap Time Money Inc -1.29 Nov 17, 03:00PM 1.11 5.67 12.03
Yale Endowment David Swensen -1.32 Nov 17, 03:00PM 0.83 5.54 12.09
Lazy Portfolio David Swensen -1.32 Nov 17, 03:00PM 0.83 5.64 12.27
Stocks/Bonds 40/60 -1.33 Nov 17, 03:00PM 1.27 5.06 11.12
Shield Strategy Aim Ways -1.34 Nov 17, 03:00PM 2.14 9.42 15.84
Edge Select Moderate Merrill Lynch -1.36 Nov 17, 03:00PM 1.37 6.16 13.55
Ultimate Buy and Hold Strategy Paul Merriman -1.37 Nov 17, 03:00PM 0.26 7.23 16.94
In Saecula Saeculorum Fulvio Marchese -1.41 Nov 17, 03:00PM 1.64 7.36 14.07
Sheltered Sam 100/0 Bill Bernstein -1.43 Nov 17, 03:00PM 0.79 8.03 17.38
Gone Fishin' Portfolio Alexander Green -1.45 Nov 17, 03:00PM 1.38 7.88 15.36
Margaritaville Scott Burns -1.46 Nov 17, 03:00PM 1.49 6.87 14.62
LifeStrategy Moderate Growth Vanguard -1.47 Nov 17, 03:00PM 1.55 6.41 13.81
Mid-Fifties Burton Malkiel -1.49 Nov 17, 03:00PM 1.29 6.97 15.48
Four Seasons Portfolio Davide Pisicchio -1.50 Nov 17, 03:00PM 1.68 7.24 13.56
Golden Butterfly with Bitcoin Tyler -1.51 Nov 17, 03:00PM 1.43 9.08 13.95
Ulcer Free Strategy Aim Ways -1.51 Nov 17, 03:00PM 2.07 7.22 10.74
Gretchen Tai Portfolio Gretchen Tai -1.51 Nov 17, 03:00PM 1.50 7.26 15.15
Stocks/Bonds 40/60 ESG -1.51 Nov 17, 02:57PM 1.42 5.30 11.69
Perfect Portfolio Ben Stein -1.53 Nov 17, 03:00PM 1.69 7.26 17.02
All Weather Portfolio with Bitcoin Ray Dalio -1.55 Nov 17, 03:00PM 1.59 6.39 10.91
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.55 Nov 17, 03:00PM 1.20 6.11 13.81
Long Term Portfolio Ben Stein -1.56 Nov 17, 03:00PM 1.14 6.86 15.12
Stocks/Bonds 40/60 with Bitcoin -1.57 Nov 17, 03:00PM 1.15 4.81 11.19
All Country World 60/40 -1.58 Nov 17, 03:00PM 1.63 6.39 14.40
Robo Advisor 80 Value Tilt Betterment -1.59 Nov 17, 03:00PM 1.58 7.77 16.99
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.64 Nov 17, 03:00PM 3.45 19.21 23.32
Couch Potato Scott Burns -1.65 Nov 17, 03:00PM 1.30 5.32 12.65
Late Thirties to Early Forties Burton Malkiel -1.66 Nov 17, 03:00PM 1.51 7.53 16.86
Robust Alpha Architect -1.70 Nov 17, 03:00PM -0.46 4.50 13.19
Edge Select Moderately Aggressive Merrill Lynch -1.70 Nov 17, 03:00PM 1.67 7.18 16.63
Golden Ratio Portfolio Frank Vasquez -1.72 Nov 17, 03:00PM 1.66 9.44 15.48
No Brainer Portfolio Bill Bernstein -1.73 Nov 17, 03:00PM 1.02 6.79 15.40
Mid-Twenties Burton Malkiel -1.73 Nov 17, 03:00PM 1.58 7.75 17.36
Robo Advisor 90 Value Tilt Betterment -1.75 Nov 17, 03:00PM 1.63 8.31 18.63
Capricciosa Portfolio Davide Pisicchio -1.80 Nov 17, 03:00PM 1.67 6.74 14.60
Core Four Rick Ferri -1.81 Nov 17, 03:00PM 1.46 7.01 16.35
US Stocks Equal Weight -1.81 Nov 17, 03:00PM -0.93 2.79 12.05
Robo Advisor 100 Value Tilt Betterment -1.86 Nov 17, 03:00PM 1.53 8.54 19.19
LifeStrategy Growth Fund Vanguard -1.87 Nov 17, 03:00PM 1.80 7.62 17.48
Family Taxable Portfolio Ted Aronson -1.87 Nov 17, 03:00PM 1.66 7.82 16.07
Three Funds Bogleheads -1.88 Nov 17, 03:00PM 1.79 7.65 17.67
Four Funds Bogleheads -1.89 Nov 17, 03:00PM 1.76 7.60 17.57
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.90 Nov 17, 03:00PM 2.72 12.97 18.92
Stocks/Bonds 60/40 -1.91 Nov 17, 03:00PM 1.60 6.12 15.15
Stocks/Bonds 40/60 Momentum -2.00 Nov 17, 03:00PM -0.04 4.06 10.74
All Country World 80/20 -2.01 Nov 17, 03:00PM 1.83 7.50 17.97
Edge Select Aggressive Merrill Lynch -2.01 Nov 17, 03:00PM 1.88 8.09 19.35
Dedalo Eleven Dedalo Invest -2.02 Nov 17, 03:00PM 2.06 7.86 18.38
Emerging Markets Stocks -2.03 Nov 17, 03:00PM 3.56 13.88 27.60
Talmud Portfolio 2x Leveraged Roger Gibson -2.09 Nov 17, 03:00PM -0.10 6.06 13.87
Stocks/Bonds 60/40 with Bitcoin -2.15 Nov 17, 03:00PM 1.48 5.86 15.22
Stocks/Bonds 60/40 ESG -2.16 Nov 17, 02:57PM 1.78 6.45 15.98
Second Grader's Starter Paul Farrell -2.18 Nov 17, 03:00PM 1.93 8.15 19.70
Pepperoni Portfolio Davide Pisicchio -2.25 Nov 17, 03:00PM 1.95 6.54 16.37
All Weather Portfolio 2x Leveraged Ray Dalio -2.25 Nov 17, 03:00PM 2.74 13.12 19.28
Simple Path to Wealth JL Collins -2.35 Nov 17, 03:00PM 1.83 6.90 18.27
US Stocks Quality -2.36 Nov 17, 03:00PM 0.93 6.88 16.44
Golden Butterfly 2x Leveraged Tyler -2.38 Nov 17, 03:00PM 2.48 18.18 24.67
Dedalo Four Dedalo Invest -2.41 Nov 17, 03:00PM 1.94 7.06 18.58
All Country World Stocks -2.44 Nov 17, 03:00PM 2.02 8.58 21.57
Stocks/Bonds 40/60 2x Leveraged -2.46 Nov 17, 03:00PM 2.36 9.11 18.41
Stocks/Bonds 80/20 -2.49 Nov 17, 03:00PM 1.91 7.16 19.33
Warren Buffett Portfolio Warren Buffett -2.64 Nov 17, 03:00PM 2.30 7.68 21.89
Dedalo Three Dedalo Invest -2.89 Nov 17, 03:00PM 2.15 8.31 23.01
Stocks/Bonds 60/40 Momentum -2.93 Nov 17, 03:00PM -0.34 4.60 14.40
US Stocks -3.08 Nov 17, 03:00PM 2.21 8.19 23.66
Diavola Portfolio Davide Pisicchio -3.14 Nov 17, 03:00PM 2.71 8.43 23.51
US Stocks ESG -3.44 Nov 17, 02:57PM 2.48 8.69 25.08
Stocks/Bonds 60/40 2x Leveraged -3.60 Nov 17, 03:00PM 2.97 11.12 27.27
Stocks/Bonds 80/20 Momentum -3.85 Nov 17, 03:00PM -0.61 5.12 18.09
Technology -4.58 Nov 17, 03:00PM 4.78 11.47 32.61
US Stocks Momentum -4.78 Nov 17, 03:00PM -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -15.32 Nov 17, 03:00PM 6.51 21.31 66.36