Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 07 2025 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 3.15 Nov 07 0.30 14.29 17.12
VNQ
US REITs 1.18 Nov 07 -2.45 1.00 2.93
IJR
US Small Cap 0.13 Nov 07 -0.87 7.22 18.52
DBC
Commodities 0.09 Nov 07 1.55 1.92 11.23
BIL
US Cash 0.08 Nov 07 0.35 1.06 2.13
GLD
Gold 0.05 Nov 07 3.56 21.51 21.18
BND
US Total Bond Market -0.01 Nov 07 0.60 2.89 3.47
HYG
US High Yield Bonds -0.07 Nov 07 -0.01 1.99 5.83
PFF
US Preferred Stocks -0.09 Nov 07 -0.76 1.46 6.89
LQD
US Invest. Grade Bonds -0.11 Nov 07 0.15 3.09 5.36
TIP
US TIPS -0.11 Nov 07 0.32 2.37 2.69
EFA
EAFE Stocks -0.20 Nov 07 1.20 7.96 13.42
EMB
Emerg. Market Bonds -0.24 Nov 07 1.98 5.44 10.28
BNDX
International Bonds -0.24 Nov 07 1.00 1.67 1.91
VGK
Europe -0.40 Nov 07 0.63 6.43 12.05
TLT
US Long Term Treasuries -0.44 Nov 07 1.38 5.04 3.18
VPL
Pacific -0.93 Nov 07 4.31 12.62 22.42
VT
World All Countries -1.25 Nov 07 2.02 8.58 21.57
CWB
US Convertible Bonds -1.30 Nov 07 3.03 10.15 21.24
EEM
Emerging Markets -1.36 Nov 07 3.56 13.88 27.60
VTI
US Total Stock Market -1.59 Nov 07 2.21 8.19 23.66
SPY
US Large Cap -1.63 Nov 07 2.38 8.21 23.70
QQQ
US Technology -3.07 Nov 07 4.78 11.47 32.61
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Oct 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 4.55 Nov 07 -5.10 -0.57 -10.59
Cockroach Portfolio Tony Dong 0.55 Nov 07 1.66 7.79 7.87
Developed World ex-US Stocks Momentum 0.39 Nov 07 -0.47 6.47 13.91
Aggressive Global Income The Lazy Team 0.32 Nov 07 -0.67 4.03 9.26
10-year Treasury 0.15 Nov 07 0.71 3.04 2.78
Robo Advisor 0 Betterment 0.14 Nov 07 0.34 1.56 1.84
Short Term Treasury 0.14 Nov 07 0.33 1.52 1.76
Developed World ex-US 60/40 Momentum 0.14 Nov 07 0.04 4.74 9.42
US Cash 0.08 Nov 07 0.35 1.06 2.13
Seven Value Scott Burns 0.08 Nov 07 0.23 4.46 10.40
Six Ways from Sunday Scott Burns 0.06 Nov 07 0.32 4.29 9.99
Gold 0.05 Nov 07 3.56 21.51 21.18
Sheltered Sam 0/100 Bill Bernstein 0.04 Nov 07 0.33 1.86 2.13
Conservative Income Charles Schwab 0.04 Nov 07 0.31 2.12 3.05
Weird Portfolio Value Stock Geek 0.02 Nov 07 0.49 8.93 13.10
Sheltered Sam 10/90 Bill Bernstein 0.01 Nov 07 0.38 2.50 3.60
Robo Advisor 10 Value Tilt Betterment 0.01 Nov 07 0.58 2.52 3.90
Developed World ex-US 40/60 Momentum 0.01 Nov 07 0.33 3.79 7.02
Larry Portfolio Larry Swedroe 0.00 Nov 07 0.43 4.31 7.56
Total Bond US -0.01 Nov 07 0.60 2.89 3.47
Simple Money Portfolio Tim Maurer -0.01 Nov 07 0.30 5.20 11.02
Sheltered Sam 20/80 Bill Bernstein -0.01 Nov 07 0.43 3.13 5.08
Marc Faber Portfolio Marc Faber -0.02 Nov 07 1.30 9.38 12.94
Big Rocks Portfolio Larry Swedroe -0.03 Nov 07 0.24 4.97 10.74
Sheltered Sam 30/70 Bill Bernstein -0.04 Nov 07 0.48 3.76 6.57
Coffeehouse Bill Schultheis -0.06 Nov 07 0.31 5.32 10.79
Sheltered Sam 40/60 Bill Bernstein -0.07 Nov 07 0.52 4.39 8.08
One-Decision Portfolio Marvin Appel -0.07 Nov 07 0.12 3.75 8.76
Ideal Index Frank Armstrong -0.08 Nov 07 0.55 5.89 11.88
Dynamic 60/40 Income The Lazy Team -0.09 Nov 07 -0.10 2.88 8.01
Sheltered Sam 50/50 Bill Bernstein -0.09 Nov 07 0.57 5.00 9.59
Ultimate Buy&Hold FundAdvice -0.10 Nov 07 0.24 5.16 10.96
US Inflation Protection -0.11 Nov 07 0.32 2.37 2.69
Robo Advisor 20 Value Tilt Betterment -0.11 Nov 07 0.80 3.46 5.96
Sheltered Sam 60/40 Bill Bernstein -0.12 Nov 07 0.62 5.62 11.12
All Country World Bonds -0.13 Nov 07 0.96 2.87 3.95
Edge Select Conservative Merrill Lynch -0.13 Nov 07 0.70 3.42 6.38
Talmud Portfolio Roger Gibson -0.14 Nov 07 0.18 4.10 9.69
Sheltered Sam 70/30 Bill Bernstein -0.15 Nov 07 0.66 6.23 12.67
Nano Portfolio John Wasik -0.15 Nov 07 0.43 4.61 9.08
Pinwheel Tyler -0.17 Nov 07 1.10 7.88 13.49
Sheltered Sam 80/20 Bill Bernstein -0.17 Nov 07 0.71 6.83 14.22
Five Asset Roger Gibson -0.17 Nov 07 0.83 4.81 11.69
Eliminate Fat Tails Larry Swedroe -0.19 Nov 07 0.74 4.53 8.42
US Stocks Equal Weight -0.20 Nov 07 -0.93 2.79 12.05
Sheltered Sam 90/10 Bill Bernstein -0.20 Nov 07 0.75 7.44 15.79
US Stocks Minimum Volatility -0.20 Nov 07 -2.06 1.01 1.44
Dimensional Retirement Income Fund DFA -0.21 Nov 07 0.47 3.04 6.01
Paul Boyer Portfolio Paul Boyer -0.22 Nov 07 1.88 10.36 12.68
Rob Arnott Portfolio Rob Arnott -0.22 Nov 07 0.77 3.88 7.61
Sheltered Sam 100/0 Bill Bernstein -0.22 Nov 07 0.79 8.03 17.38
High Yield Bonds Income The Lazy Team -0.22 Nov 07 0.52 3.45 7.38
Coward's Portfolio Bill Bernstein -0.24 Nov 07 0.78 5.53 11.61
Total Bond Developed World ex-US -0.24 Nov 07 1.00 1.67 1.91
Ultimate Buy and Hold Strategy Paul Merriman -0.25 Nov 07 0.26 7.23 16.94
Aim comfortable trip Aim Ways -0.25 Nov 07 1.51 7.80 11.78
Five Fold Scott Burns -0.25 Nov 07 0.65 4.75 9.73
7Twelve Portfolio Craig Israelsen -0.26 Nov 07 0.64 4.42 10.94
Ivy Portfolio Mebane Faber -0.29 Nov 07 0.71 4.86 11.90
LifeStrategy Income Fund Vanguard -0.29 Nov 07 1.01 3.86 6.57
Simplified Permanent Portfolio The Lazy Team -0.31 Nov 07 1.95 9.52 12.74
Developed World ex-US 20/80 -0.32 Nov 07 1.18 3.33 5.11
Stocks/Bonds 20/80 -0.32 Nov 07 0.94 3.98 7.23
Golden Butterfly Tyler -0.34 Nov 07 1.60 9.71 14.09
All Country World 20/80 -0.35 Nov 07 1.19 4.08 7.39
Tilt Toward Value Time Money Inc -0.36 Nov 07 0.87 5.49 11.58
Desert Portfolio Gyroscopic Investing -0.36 Nov 07 1.42 6.20 10.31
Lazy Portfolio David Swensen -0.37 Nov 07 0.83 5.64 12.27
Dynamic 40/60 Income The Lazy Team -0.37 Nov 07 0.79 3.77 9.49
Cape US Sector Value Robert Shiller -0.38 Nov 07 -3.07 0.35 5.33
Developed World ex-US 40/60 -0.39 Nov 07 1.35 4.88 8.19
Yale Endowment David Swensen -0.39 Nov 07 0.83 5.54 12.09
Sandwich Portfolio Bob Clyatt -0.40 Nov 07 0.83 5.26 11.55
European Stocks -0.40 Nov 07 0.63 6.43 12.05
PISI Portfolio Davide Pisicchio -0.41 Nov 07 1.48 6.74 10.98
Late Sixties and Beyond Burton Malkiel -0.43 Nov 07 0.96 5.97 13.21
Edge Select Moderately Conservative Merrill Lynch -0.44 Nov 07 1.16 5.07 10.44
Robo Advisor 50 Value Tilt Betterment -0.45 Nov 07 1.32 5.93 11.75
Lifepath Fund iShares -0.45 Nov 07 1.13 5.24 10.36
US Stocks Value -0.46 Nov 07 1.08 6.41 14.85
Developed World ex-US 60/40 -0.46 Nov 07 1.50 6.33 11.17
Gone Fishin' Portfolio Alexander Green -0.46 Nov 07 1.38 7.88 15.36
Margherita Portfolio Davide Pisicchio -0.47 Nov 07 1.51 6.65 11.47
Golden Butterfly with Bitcoin Tyler -0.47 Nov 09, 08:58AM 1.43 9.08 13.95
Permanent Portfolio Harry Browne -0.47 Nov 07 2.04 9.60 12.80
Simple and Cheap Time Money Inc -0.48 Nov 07 1.11 5.67 12.03
Stocks/Bonds 20/80 Momentum -0.48 Nov 07 0.27 3.49 7.09
No Brainer Portfolio Bill Bernstein -0.49 Nov 07 1.02 6.79 15.40
Desert Portfolio with Bitcoin Gyroscopic Investing -0.49 Nov 09, 08:58AM 1.24 5.58 10.16
Long Term Portfolio Ben Stein -0.50 Nov 07 1.14 6.86 15.12
LifeStrategy Conservative Growth Vanguard -0.50 Nov 07 1.29 5.16 10.17
Developed World ex-US 80/20 -0.53 Nov 07 1.64 7.70 14.04
Global Market Portfolio Credit Suisse -0.53 Nov 07 1.27 5.75 10.88
GAA Global Asset Allocation Mebane Faber -0.55 Nov 07 1.42 6.40 11.51
Andrew Tobias Portfolio Andrew Tobias -0.55 Nov 07 1.27 6.02 12.69
Golden Ratio Portfolio Frank Vasquez -0.55 Nov 07 1.66 9.44 15.48
Robust Alpha Architect -0.56 Nov 07 -0.46 4.50 13.19
Ulcer Free Strategy Aim Ways -0.57 Nov 07 2.07 7.22 10.74
Gold Pivot Ptf Aim Ways -0.57 Nov 07 2.36 10.77 14.15
All Country World 40/60 -0.58 Nov 07 1.41 5.25 10.88
Talmud Portfolio 2x Leveraged Roger Gibson -0.60 Nov 07 -0.10 6.06 13.87
Four Square Scott Burns -0.60 Nov 07 1.37 5.63 11.40
Mid-Fifties Burton Malkiel -0.60 Nov 07 1.29 6.97 15.48
Permanent Portfolio with Bitcoin Harry Browne -0.61 Nov 09, 08:58AM 1.87 8.98 12.67
Developed World ex-US Stocks -0.61 Nov 07 1.77 8.99 16.81
Odd-Stats Strategy Aim Ways -0.61 Nov 07 1.39 6.32 10.56
All Weather Portfolio Ray Dalio -0.61 Nov 07 1.74 6.80 10.93
Edge Select Moderate Merrill Lynch -0.62 Nov 07 1.37 6.16 13.55
Stocks/Bonds 40/60 -0.64 Nov 07 1.27 5.06 11.12
Four Seasons Portfolio Davide Pisicchio -0.64 Nov 07 1.68 7.24 13.56
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.65 Nov 07 1.20 6.11 13.81
Golden Butterfly 2x Leveraged Tyler -0.65 Nov 07 2.48 18.18 24.67
Family Taxable Portfolio Ted Aronson -0.67 Nov 07 1.66 7.82 16.07
Gretchen Tai Portfolio Gretchen Tai -0.67 Nov 07 1.50 7.26 15.15
In Saecula Saeculorum Fulvio Marchese -0.68 Nov 07 1.64 7.36 14.07
Robo Advisor 80 Value Tilt Betterment -0.70 Nov 07 1.58 7.77 16.99
LifeStrategy Moderate Growth Vanguard -0.72 Nov 07 1.55 6.41 13.81
Robo Advisor 100 Value Tilt Betterment -0.73 Nov 07 1.53 8.54 19.19
Margaritaville Scott Burns -0.73 Nov 07 1.49 6.87 14.62
Late Thirties to Early Forties Burton Malkiel -0.73 Nov 07 1.51 7.53 16.86
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.75 Nov 07 3.45 19.21 23.32
All Weather Portfolio with Bitcoin Ray Dalio -0.75 Nov 09, 08:58AM 1.59 6.39 10.91
Stocks/Bonds 40/60 with Bitcoin -0.76 Nov 09, 08:58AM 1.15 4.81 11.19
Mid-Twenties Burton Malkiel -0.77 Nov 07 1.58 7.75 17.36
Robo Advisor 90 Value Tilt Betterment -0.77 Nov 07 1.63 8.31 18.63
Core Four Rick Ferri -0.78 Nov 07 1.46 7.01 16.35
Capricciosa Portfolio Davide Pisicchio -0.80 Nov 07 1.67 6.74 14.60
Perfect Portfolio Ben Stein -0.80 Nov 07 1.69 7.26 17.02
All Country World 60/40 -0.80 Nov 07 1.63 6.39 14.40
Stocks/Bonds 40/60 ESG -0.81 Nov 07 1.42 5.30 11.69
Shield Strategy Aim Ways -0.83 Nov 07 2.14 9.42 15.84
Edge Select Moderately Aggressive Merrill Lynch -0.84 Nov 07 1.67 7.18 16.63
Couch Potato Scott Burns -0.85 Nov 07 1.30 5.32 12.65
All Weather Portfolio 2x Leveraged Ray Dalio -0.89 Nov 07 2.74 13.12 19.28
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.90 Nov 07 2.72 12.97 18.92
LifeStrategy Growth Fund Vanguard -0.93 Nov 07 1.80 7.62 17.48
Three Funds Bogleheads -0.94 Nov 07 1.79 7.65 17.67
Four Funds Bogleheads -0.95 Nov 07 1.76 7.60 17.57
Stocks/Bonds 40/60 Momentum -0.96 Nov 07 -0.04 4.06 10.74
Stocks/Bonds 60/40 -0.96 Nov 07 1.60 6.12 15.15
Edge Select Aggressive Merrill Lynch -1.00 Nov 07 1.88 8.09 19.35
All Country World 80/20 -1.03 Nov 07 1.83 7.50 17.97
Dedalo Eleven Dedalo Invest -1.05 Nov 07 2.06 7.86 18.38
Stocks/Bonds 60/40 with Bitcoin -1.07 Nov 09, 08:58AM 1.48 5.86 15.22
Second Grader's Starter Paul Farrell -1.09 Nov 07 1.93 8.15 19.70
Pepperoni Portfolio Davide Pisicchio -1.10 Nov 07 1.95 6.54 16.37
Simple Path to Wealth JL Collins -1.19 Nov 07 1.83 6.90 18.27
Stocks/Bonds 60/40 ESG -1.21 Nov 07 1.78 6.45 15.98
Dedalo Four Dedalo Invest -1.24 Nov 07 1.94 7.06 18.58
Stocks/Bonds 40/60 2x Leveraged -1.24 Nov 07 2.36 9.11 18.41
All Country World Stocks -1.25 Nov 07 2.02 8.58 21.57
Stocks/Bonds 80/20 -1.27 Nov 07 1.91 7.16 19.33
Emerging Markets Stocks -1.36 Nov 07 3.56 13.88 27.60
Stocks/Bonds 60/40 Momentum -1.43 Nov 07 -0.34 4.60 14.40
Dedalo Three Dedalo Invest -1.49 Nov 07 2.15 8.31 23.01
Warren Buffett Portfolio Warren Buffett -1.56 Nov 07 2.30 7.68 21.89
US Stocks Quality -1.57 Nov 07 0.93 6.88 16.44
US Stocks -1.59 Nov 07 2.21 8.19 23.66
Diavola Portfolio Davide Pisicchio -1.78 Nov 07 2.71 8.43 23.51
Stocks/Bonds 80/20 Momentum -1.90 Nov 07 -0.61 5.12 18.09
Stocks/Bonds 60/40 2x Leveraged -1.95 Nov 07 2.97 11.12 27.27
US Stocks ESG -1.99 Nov 07 2.48 8.69 25.08
US Stocks Momentum -2.38 Nov 07 -0.87 5.61 21.81
Technology -3.07 Nov 07 4.78 11.47 32.61
Ark Tech Portfolio Cathie Wood -9.05 Nov 07 6.51 21.31 66.36