Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 27 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 15.08 Apr 27 -4.84 -5.93 -3.62
EEM
Emerging Markets 12.06 Apr 27 -9.25 3.80 7.87
CWB
US Convertible Bonds 10.16 Apr 27 -2.88 2.85 1.95
SPY
US Large Cap 9.97 Apr 27 -4.94 -4.37 -1.82
VTI
US Total Stock Market 9.89 Apr 27 -5.00 -4.01 -1.66
IJR
US Small Cap 9.85 Apr 27 -4.00 3.60 5.26
VT
World All Countries 8.68 Apr 27 -6.22 -1.71 1.42
VPL
Pacific 7.94 Apr 27 -10.28 8.11 14.30
VNQ
US REITs 6.85 Apr 27 -6.31 1.31 -1.04
VGK
Europe 5.00 Apr 27 -8.16 -0.95 4.76
EFA
EAFE Stocks 4.38 Apr 27 -7.83 1.15 5.91
PFF
US Preferred Stocks 4.35 Apr 27 -3.37 -1.42 -1.65
DBC
Commodities 3.94 Apr 27 15.34 29.47 32.82
FLLA
Latin America 3.85 Apr 27 -2.95 17.39 25.38
EMB
Emerg. Market Bonds 2.73 Apr 27 -3.49 -1.61 1.15
HYG
US High Yield Bonds 1.68 Apr 27 -0.95 -0.35 0.87
TIP
US TIPS 1.28 Apr 27 -1.36 0.41 0.33
LQD
US Invest. Grade Bonds 0.69 Apr 27 -2.07 -0.38 -0.05
BND
US Total Bond Market 0.48 Apr 27 -1.74 0.05 0.95
BIL
US Cash 0.27 Apr 27 0.29 0.85 1.84
BNDX
International Bonds 0.23 Apr 27 -2.14 -0.13 0.17
TLT
US Long Term Treasuries -0.08 Apr 27 -4.23 0.17 -0.87
GLD
Gold -0.09 Apr 27 -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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 16.98 Apr 27 -5.04 -4.04 -6.08
Technology 15.08 Apr 27 -4.84 -5.93 -3.62
Ark Tech Portfolio Cathie Wood 14.25 Apr 27 -7.92 -10.30 -14.95
Stocks/Bonds 80/20 Momentum 13.68 Apr 27 -4.38 -3.22 -4.77
Stocks/Bonds 60/40 2x Leveraged 12.29 Apr 27 -8.15 -6.62 -4.34
Emerging Markets Stocks 12.06 Apr 27 -9.25 3.80 7.87
US Stocks ESG 11.83 Apr 27 -5.45 -6.94 -4.73
Talmud Portfolio 2x Leveraged Roger Gibson 11.10 Apr 27 -9.50 -3.27 -4.21
Stocks/Bonds 60/40 Momentum 10.38 Apr 27 -3.71 -2.40 -3.41
Diavola Portfolio Davide Pisicchio 10.23 Apr 27 -4.57 -4.09 -1.85
US Stocks 9.89 Apr 27 -5.00 -4.01 -1.66
Dedalo Three Dedalo Invest 9.52 Apr 27 -5.38 -3.32 -0.73
Warren Buffett Portfolio Warren Buffett 9.03 Apr 27 -4.46 -4.28 -1.99
All Country World Stocks 8.68 Apr 27 -6.22 -1.71 1.42
Stocks/Bonds 40/60 2x Leveraged 8.28 Apr 27 -7.07 -4.81 -3.03
Edge Select Aggressive Merrill Lynch 8.15 Apr 27 -5.49 -1.35 1.40
Second Grader's Starter Paul Farrell 8.03 Apr 27 -5.67 -1.73 1.31
US Stocks Quality 8.02 Apr 27 -6.17 -3.22 -0.87
Stocks/Bonds 80/20 8.01 Apr 27 -4.35 -3.20 -1.11
Golden Butterfly 2x Leveraged Tyler 8.00 Apr 27 -11.16 0.55 8.02
Dedalo Eleven Dedalo Invest 7.68 Apr 27 -5.51 -1.49 1.38
Robo Advisor 100 Value Tilt Betterment 7.67 Apr 27 -6.32 0.41 3.84
Dedalo Four Dedalo Invest 7.65 Apr 27 -4.74 -2.66 -0.47
Robust Alpha Architect 7.56 Apr 27 -1.63 3.84 4.53
Simple Path to Wealth JL Collins 7.53 Apr 27 -4.18 -3.00 -0.97
Mid-Twenties Burton Malkiel 7.53 Apr 27 -6.04 -0.57 2.00
Robo Advisor 90 Value Tilt Betterment 7.47 Apr 27 -6.15 0.77 4.35
Stocks/Bonds 60/40 ESG 7.28 Apr 27 -3.98 -4.18 -2.45
Late Thirties to Early Forties Burton Malkiel 7.26 Apr 27 -5.91 -0.60 1.90
Four Funds Bogleheads 7.17 Apr 27 -5.31 -1.29 1.54
Three Funds Bogleheads 7.09 Apr 27 -5.35 -1.32 1.59
All Country World 80/20 7.09 Apr 27 -5.42 -1.42 1.33
Developed World ex-US Stocks Momentum 7.08 Apr 27 -8.90 0.10 3.92
Stocks/Bonds 40/60 Momentum 7.08 Apr 27 -3.05 -1.58 -2.01
Ultimate Buy and Hold Strategy Paul Merriman 7.07 Apr 27 -6.55 2.08 5.48
Pepperoni Portfolio Davide Pisicchio 7.06 Apr 27 -3.61 -2.46 -0.68
Core Four Rick Ferri 7.03 Apr 27 -5.26 -1.27 1.15
LifeStrategy Growth Fund Vanguard 7.01 Apr 27 -5.44 -1.21 1.73
Sheltered Sam 100/0 Bill Bernstein 6.90 Apr 27 -5.91 1.86 5.88
Family Taxable Portfolio Ted Aronson 6.88 Apr 27 -5.51 1.40 3.91
Edge Select Moderately Aggressive Merrill Lynch 6.84 Apr 27 -4.80 -1.28 1.16
Robo Advisor 80 Value Tilt Betterment 6.74 Apr 27 -5.76 0.68 4.00
No Brainer Portfolio Bill Bernstein 6.74 Apr 27 -4.45 0.33 2.97
Mid-Fifties Burton Malkiel 6.73 Apr 27 -5.68 -0.56 1.70
Perfect Portfolio Ben Stein 6.70 Apr 27 -4.64 1.07 4.08
Long Term Portfolio Ben Stein 6.68 Apr 27 -5.01 0.14 2.63
Gretchen Tai Portfolio Gretchen Tai 6.33 Apr 27 -5.61 0.24 3.16
Sheltered Sam 90/10 Bill Bernstein 6.28 Apr 27 -5.44 1.70 5.40
Stocks/Bonds 60/40 with Bitcoin 6.26 Apr 27, 08:00PM -3.61 -2.79 -1.51
Developed World ex-US Stocks 6.23 Apr 27 -8.61 2.75 8.94
Lazy Portfolio David Swensen 6.20 Apr 27 -4.95 -0.36 1.12
Desert Portfolio 2x Leveraged Gyroscopic Investing 6.16 Apr 27 -8.82 -2.72 1.88
Gone Fishin' Portfolio Alexander Green 6.15 Apr 27 -5.81 1.43 5.42
Stocks/Bonds 60/40 6.12 Apr 27 -3.69 -2.39 -0.57
Jane Bryant Quinn Portfolio Jane Bryant Quinn 6.11 Apr 27 -4.93 -0.87 1.39
Yale Endowment David Swensen 6.11 Apr 27 -5.05 -0.29 1.40
Margaritaville Scott Burns 6.04 Apr 27 -4.91 -0.49 2.05
Late Sixties and Beyond Burton Malkiel 5.81 Apr 27 -5.08 -0.50 1.37
Talmud Portfolio Roger Gibson 5.74 Apr 27 -4.39 -0.88 -0.49
Sheltered Sam 80/20 Bill Bernstein 5.66 Apr 27 -4.95 1.55 4.93
Golden Ratio Portfolio Frank Vasquez 5.63 Apr 27 -5.42 0.33 3.32
Capricciosa Portfolio Davide Pisicchio 5.58 Apr 27 -3.86 -1.46 0.82
Five Asset Roger Gibson 5.58 Apr 27 -1.04 5.80 7.70
Couch Potato Scott Burns 5.58 Apr 27 -3.18 -1.80 -0.60
All Country World 60/40 5.50 Apr 27 -4.62 -1.13 1.21
JP Morgan Balanced Portfolio JP Morgan 5.49 Apr 27 -3.29 1.21 3.41
Edge Select Moderate Merrill Lynch 5.38 Apr 27 -4.06 -0.97 1.13
LifeStrategy Moderate Growth Vanguard 5.36 Apr 27 -4.56 -0.91 1.53
Pinwheel Tyler 5.33 Apr 27 -5.62 1.52 4.80
Ideal Index Frank Armstrong 5.22 Apr 27 -4.63 1.46 4.02
Ivy Portfolio Mebane Faber 5.20 Apr 27 0.87 7.89 9.41
Simple and Cheap Time Money Inc 5.18 Apr 27 -4.56 -0.62 1.27
US Stocks Equal Weight 5.14 Apr 27 -5.97 0.62 2.01
Sheltered Sam 70/30 Bill Bernstein 5.03 Apr 27 -4.46 1.40 4.45
Developed World ex-US 80/20 5.03 Apr 27 -7.42 2.18 7.35
Five Fold Scott Burns 5.02 Apr 27 -4.66 -0.03 1.17
Stocks/Bonds 40/60 ESG 5.01 Apr 27 -3.26 -2.80 -1.33
European Stocks 5.00 Apr 27 -8.16 -0.95 4.76
Tilt Toward Value Time Money Inc 4.98 Apr 27 -4.30 -0.15 1.68
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.98 Apr 27 -11.70 -0.48 8.06
Coward's Portfolio Bill Bernstein 4.96 Apr 27 -3.77 0.95 3.24
Sandwich Portfolio Bob Clyatt 4.92 Apr 27 -4.21 -0.11 1.81
Andrew Tobias Portfolio Andrew Tobias 4.85 Apr 27 -4.53 -0.87 1.97
Coffeehouse Bill Schultheis 4.81 Apr 27 -3.90 1.02 2.76
All Weather Portfolio 2x Leveraged Ray Dalio 4.81 Apr 27 -6.87 3.55 6.24
Shield Strategy Aim Ways 4.73 Apr 27 -5.19 -0.30 3.67
Four Seasons Portfolio Davide Pisicchio 4.65 Apr 27 -4.05 -0.61 2.15
In Saecula Saeculorum Fulvio Marchese 4.62 Apr 27 -4.31 -1.01 1.87
Dynamic 60/40 Income The Lazy Team 4.61 Apr 27 -3.27 -0.84 -0.37
Nano Portfolio John Wasik 4.57 Apr 27 -4.52 -0.22 1.06
7Twelve Portfolio Craig Israelsen 4.57 Apr 27 0.70 7.06 8.47
Four Square Scott Burns 4.56 Apr 27 -4.23 -0.37 1.66
Big Rocks Portfolio Larry Swedroe 4.49 Apr 27 -3.65 1.25 3.54
One-Decision Portfolio Marvin Appel 4.48 Apr 27 -2.97 0.00 0.78
Sheltered Sam 60/40 Bill Bernstein 4.41 Apr 27 -3.96 1.24 3.96
Ultimate Buy&Hold FundAdvice 4.41 Apr 27 -4.49 1.26 3.68
Stocks/Bonds 40/60 with Bitcoin 4.38 Apr 27, 08:00PM -2.96 -1.97 -1.00
Robo Advisor 50 Value Tilt Betterment 4.36 Apr 27 -4.39 0.12 2.42
Developed World ex-US 60/40 Momentum 4.34 Apr 27 -6.31 0.01 2.61
Cape US Sector Value Robert Shiller 4.31 Apr 27 -7.33 -4.29 -4.53
US Stocks Value 4.29 Apr 27 -4.59 0.10 3.24
Stocks/Bonds 40/60 4.24 Apr 27 -3.04 -1.57 -0.05
Odd-Stats Strategy Aim Ways 4.23 Apr 27 -4.61 -0.54 1.45
Weird Portfolio Value Stock Geek 4.19 Apr 27 -6.83 3.11 6.71
Global Market Portfolio Credit Suisse 4.17 Apr 27 -4.52 -0.35 1.10
Marc Faber Portfolio Marc Faber 4.09 Apr 27 -6.71 2.23 6.53
Golden Butterfly with Bitcoin Tyler 4.04 Apr 27, 08:00PM -4.81 1.26 4.55
Lifepath Fund iShares 3.94 Apr 27 -3.44 -0.53 1.28
All Country World 40/60 3.91 Apr 27 -3.80 -0.84 1.08
Edge Select Moderately Conservative Merrill Lynch 3.89 Apr 27 -3.34 -0.78 0.95
Developed World ex-US 60/40 3.83 Apr 27 -6.17 1.60 5.69
Eliminate Fat Tails Larry Swedroe 3.83 Apr 27 -2.51 1.55 2.80
Golden Butterfly Tyler 3.79 Apr 27 -5.05 1.87 5.97
Sheltered Sam 50/50 Bill Bernstein 3.79 Apr 27 -3.46 1.09 3.47
Dynamic 40/60 Income The Lazy Team 3.79 Apr 27 -2.66 -1.43 0.05
Stocks/Bonds 20/80 Momentum 3.78 Apr 27 -2.39 -0.77 -0.56
Simple Money Portfolio Tim Maurer 3.78 Apr 27 -4.27 1.25 4.28
GAA Global Asset Allocation Mebane Faber 3.77 Apr 27 -3.44 2.10 4.36
LifeStrategy Conservative Growth Vanguard 3.71 Apr 27 -3.67 -0.60 1.29
Margherita Portfolio Davide Pisicchio 3.69 Apr 27 -3.70 -0.21 2.44
All Weather Portfolio with Bitcoin Ray Dalio 3.47 Apr 27, 08:00PM -3.11 0.89 2.05
Aggressive Global Income The Lazy Team 3.42 Apr 27 -3.73 3.90 6.52
Desert Portfolio with Bitcoin Gyroscopic Investing 3.37 Apr 27, 08:00PM -3.39 -0.99 1.05
Ulcer Free Strategy Aim Ways 3.32 Apr 27 -3.83 0.72 3.01
All Weather Portfolio Ray Dalio 3.27 Apr 27 -3.08 1.71 3.58
Sheltered Sam 40/60 Bill Bernstein 3.17 Apr 27 -2.94 0.94 2.97
PISI Portfolio Davide Pisicchio 3.14 Apr 27 -4.11 -0.45 2.24
Desert Portfolio Gyroscopic Investing 3.12 Apr 27 -3.65 -0.38 2.47
Aim comfortable trip Aim Ways 3.09 Apr 27 -4.64 1.53 5.71
Seven Value Scott Burns 3.08 Apr 27 -2.23 5.84 7.34
Rob Arnott Portfolio Rob Arnott 3.07 Apr 27 -1.71 2.78 3.68
Developed World ex-US 40/60 Momentum 2.97 Apr 27 -4.96 -0.03 1.87
Six Ways from Sunday Scott Burns 2.96 Apr 27 -1.79 6.29 7.52
Larry Portfolio Larry Swedroe 2.81 Apr 27 -2.98 0.96 2.79
Paul Boyer Portfolio Paul Boyer 2.77 Apr 27 -5.89 3.18 7.60
Permanent Portfolio with Bitcoin Harry Browne 2.74 Apr 27, 08:00PM -5.06 0.78 4.22
Gold Pivot Ptf Aim Ways 2.73 Apr 27 -5.96 1.82 7.22
Developed World ex-US 40/60 2.63 Apr 27 -4.88 1.03 3.94
Simplified Permanent Portfolio The Lazy Team 2.56 Apr 27 -5.45 1.07 5.68
Sheltered Sam 30/70 Bill Bernstein 2.54 Apr 27 -2.43 0.78 2.47
Permanent Portfolio Harry Browne 2.50 Apr 27 -5.30 1.40 5.62
Dimensional Retirement Income Fund DFA 2.40 Apr 27 -2.01 0.13 1.18
Stocks/Bonds 20/80 2.36 Apr 27 -2.39 -0.76 0.46
All Country World 20/80 2.32 Apr 27 -2.98 -0.55 0.92
LifeStrategy Income Fund Vanguard 2.06 Apr 27 -2.77 -0.30 1.02
Edge Select Conservative Merrill Lynch 2.02 Apr 27 -2.16 0.14 1.56
Robo Advisor 20 Value Tilt Betterment 1.97 Apr 27 -2.23 0.16 1.76
Sheltered Sam 20/80 Bill Bernstein 1.92 Apr 27 -1.90 0.63 1.96
High Yield Bonds Income The Lazy Team 1.77 Apr 27 -2.13 -0.78 0.41
Developed World ex-US 20/80 1.43 Apr 27 -3.54 0.45 2.11
Sheltered Sam 10/90 Bill Bernstein 1.30 Apr 27 -1.37 0.48 1.45
US Inflation Protection 1.28 Apr 27 -1.36 0.41 0.33
Robo Advisor 10 Value Tilt Betterment 1.13 Apr 27 -1.39 0.20 1.55
Conservative Income Charles Schwab 0.96 Apr 27 -1.38 0.34 0.92
US Stocks Minimum Volatility 0.89 Apr 27 -4.79 -1.10 -1.72
All Country World Bonds 0.73 Apr 27 -2.14 -0.26 0.73
Sheltered Sam 0/100 Bill Bernstein 0.68 Apr 27 -0.83 0.32 0.93
Total Bond US 0.48 Apr 27 -1.74 0.05 0.95
Robo Advisor 0 Betterment 0.29 Apr 27 -0.53 0.24 1.34
Short Term Treasury 0.28 Apr 27 -0.47 0.27 1.34
US Cash 0.27 Apr 27 0.29 0.85 1.84
Total Bond Developed World ex-US 0.23 Apr 27 -2.14 -0.13 0.17
10-year Treasury 0.23 Apr 27 -2.32 -0.14 0.79
Gold -0.09 Apr 27 -11.05 8.57 21.05
Cockroach Portfolio Tony Dong -0.18 Apr 27 -6.76 3.58 8.65
Berkshire Hathaway Warren Buffett -1.33 Apr 27 -5.13 -4.86 -4.78