Assets and Lazy Portfolios Short Term Returns

Last Update - Sep 12 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).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of Aug 25
Ticker Asset Class Sep 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 5.45 Sep 12 4.99 4.77 20.82
EEM
Emerging Markets 4.81 Sep 12 2.68 10.60 16.51
TLT
US Long Term Treasuries 4.26 Sep 12 0.01 1.51 -4.26
VPL
Pacific 3.35 Sep 12 5.00 9.16 18.67
FLLA
Latin America 3.07 Sep 12 7.73 7.22 24.02
QQQ
US Technology 2.85 Sep 12 0.95 10.00 12.54
CWB
US Convertible Bonds 2.67 Sep 12 1.75 8.65 10.07
LQD
US Invest. Grade Bonds 2.37 Sep 12 1.04 3.06 2.51
PFF
US Preferred Stocks 2.18 Sep 12 1.20 5.82 2.14
VT
World All Countries 2.12 Sep 12 2.96 8.95 11.84
VTI
US Total Stock Market 1.92 Sep 12 2.35 10.10 9.33
SPY
US Large Cap 1.92 Sep 12 2.05 9.77 9.21
EFA
EAFE Stocks 1.65 Sep 12 4.52 4.79 14.08
EMB
Emerg. Market Bonds 1.63 Sep 12 1.80 5.25 4.98
BND
US Total Bond Market 1.38 Sep 12 1.15 2.42 2.14
VGK
Europe 1.10 Sep 12 3.77 3.77 13.93
TIP
US TIPS 0.83 Sep 12 1.61 2.58 2.75
DBC
Commodities 0.63 Sep 12 -1.07 6.37 0.95
VNQ
US REITs 0.62 Sep 12 3.48 4.28 0.22
HYG
US High Yield Bonds 0.60 Sep 12 1.11 3.10 3.89
BNDX
International Bonds 0.42 Sep 12 0.14 0.36 0.89
IJR
US Small Cap 0.36 Sep 12 7.04 12.43 6.30
BIL
US Cash 0.17 Sep 12 0.37 1.07 2.11
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 Sep 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 Aug 25
Portfolio Author Sep 25â–ľ Time(ET) 1M 3M 6M
Gold 5.45 Sep 12 4.99 4.77 20.82
All Weather Portfolio 2x Leveraged Ray Dalio 5.29 Sep 12 2.85 8.88 2.23
Emerging Markets Stocks 4.81 Sep 12 2.68 10.60 16.51
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.48 Sep 12 5.48 8.85 15.41
US Stocks Momentum 4.02 Sep 12 1.01 5.48 12.10
Ark Tech Portfolio Cathie Wood 3.87 Sep 12 0.61 26.32 28.50
Golden Butterfly 2x Leveraged Tyler 3.70 Sep 12 6.85 10.99 13.37
Stocks/Bonds 80/20 Momentum 3.49 Sep 12 1.04 4.91 10.15
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.44 Sep 12 4.12 8.84 10.07
Paul Boyer Portfolio Paul Boyer 3.14 Sep 12 2.78 4.76 7.72
Stocks/Bonds 60/40 2x Leveraged 3.09 Sep 12 3.29 12.56 8.85
Permanent Portfolio with Bitcoin Harry Browne 2.97 Sep 13, 09:59PM 1.84 4.35 7.20
Stocks/Bonds 60/40 Momentum 2.96 Sep 12 1.06 4.32 8.18
Permanent Portfolio Harry Browne 2.95 Sep 12 2.10 4.37 7.12
All Weather Portfolio with Bitcoin Ray Dalio 2.86 Sep 13, 09:59PM 1.10 4.74 3.46
Technology 2.85 Sep 12 0.95 10.00 12.54
Stocks/Bonds 40/60 2x Leveraged 2.83 Sep 12 3.17 9.75 7.01
Golden Ratio Portfolio Frank Vasquez 2.82 Sep 12 3.07 6.84 6.34
All Weather Portfolio Ray Dalio 2.80 Sep 12 1.30 4.78 3.18
Weird Portfolio Value Stock Geek 2.57 Sep 12 4.26 6.59 8.95
Golden Butterfly with Bitcoin Tyler 2.56 Sep 13, 09:59PM 3.08 6.22 6.98
Golden Butterfly Tyler 2.55 Sep 12 3.35 6.24 6.90
Shield Strategy Aim Ways 2.53 Sep 12 2.23 5.61 9.32
Gold Pivot Ptf Aim Ways 2.51 Sep 12 2.32 3.87 10.11
Marc Faber Portfolio Marc Faber 2.45 Sep 12 3.23 5.11 9.15
Simplified Permanent Portfolio The Lazy Team 2.44 Sep 12 2.76 5.00 9.09
Stocks/Bonds 40/60 Momentum 2.43 Sep 12 1.09 3.71 6.19
Developed World ex-US Stocks Momentum 2.34 Sep 12 3.98 5.39 17.63
US Stocks ESG 2.29 Sep 12 2.34 10.26 9.40
Global Market Portfolio Credit Suisse 2.27 Sep 12 1.69 4.83 5.12
GAA Global Asset Allocation Mebane Faber 2.23 Sep 12 1.85 4.91 6.02
Mid-Twenties Burton Malkiel 2.19 Sep 12 2.76 7.48 9.40
Late Thirties to Early Forties Burton Malkiel 2.17 Sep 12 2.71 7.34 9.00
Edge Select Aggressive Merrill Lynch 2.14 Sep 12 2.59 8.17 10.18
All Country World Stocks 2.12 Sep 12 2.96 8.95 11.84
Dedalo Eleven Dedalo Invest 2.10 Sep 12 2.47 7.80 9.53
Mid-Fifties Burton Malkiel 2.09 Sep 12 2.63 6.95 8.11
Family Taxable Portfolio Ted Aronson 2.07 Sep 12 3.30 7.71 8.50
In Saecula Saeculorum Fulvio Marchese 2.03 Sep 12 2.19 6.08 7.52
Second Grader's Starter Paul Farrell 2.03 Sep 12 2.81 8.37 10.55
Robo Advisor 100 Value Tilt Betterment 2.01 Sep 12 3.54 8.42 10.75
Edge Select Moderately Aggressive Merrill Lynch 2.00 Sep 12 2.31 7.19 8.86
Diavola Portfolio Davide Pisicchio 2.00 Sep 12 1.89 9.25 9.50
Robo Advisor 90 Value Tilt Betterment 1.98 Sep 12 3.27 8.29 10.55
Talmud Portfolio 2x Leveraged Roger Gibson 1.98 Sep 12 3.39 8.15 3.13
Dedalo Three Dedalo Invest 1.98 Sep 12 2.54 9.74 10.09
Three Funds Bogleheads 1.97 Sep 12 2.70 7.62 9.83
Gretchen Tai Portfolio Gretchen Tai 1.96 Sep 12 2.85 6.66 9.35
PISI Portfolio Davide Pisicchio 1.96 Sep 12 2.19 5.09 6.59
LifeStrategy Growth Fund Vanguard 1.92 Sep 12 2.68 7.44 9.89
US Stocks 1.92 Sep 12 2.35 10.10 9.33
Four Funds Bogleheads 1.92 Sep 12 2.74 7.63 9.89
All Country World 80/20 1.91 Sep 12 2.57 7.62 9.91
Stocks/Bonds 20/80 Momentum 1.91 Sep 12 1.12 3.07 4.18
Developed World ex-US Stocks 1.89 Sep 12 4.43 6.47 16.41
Robo Advisor 80 Value Tilt Betterment 1.89 Sep 12 3.03 7.62 9.68
Late Sixties and Beyond Burton Malkiel 1.88 Sep 12 2.42 6.22 6.66
Gone Fishin' Portfolio Alexander Green 1.86 Sep 12 3.37 7.14 9.39
Ulcer Free Strategy Aim Ways 1.85 Sep 12 1.56 3.87 6.57
Core Four Rick Ferri 1.83 Sep 12 2.67 7.35 8.70
Pinwheel Tyler 1.82 Sep 12 3.43 6.17 8.68
Stocks/Bonds 80/20 1.81 Sep 12 2.12 8.54 7.87
Edge Select Moderate Merrill Lynch 1.81 Sep 12 2.12 6.15 7.38
Stocks/Bonds 60/40 with Bitcoin 1.79 Sep 13, 09:59PM 1.69 6.93 6.83
Simple Path to Wealth JL Collins 1.78 Sep 12 2.06 8.15 7.51
High Yield Bonds Income The Lazy Team 1.76 Sep 12 1.20 3.82 3.23
Four Seasons Portfolio Davide Pisicchio 1.75 Sep 12 2.21 5.90 7.82
Warren Buffett Portfolio Warren Buffett 1.74 Sep 12 1.96 9.15 8.90
Margaritaville Scott Burns 1.73 Sep 12 2.75 6.60 9.28
LifeStrategy Moderate Growth Vanguard 1.72 Sep 12 2.25 6.06 7.87
Stocks/Bonds 60/40 ESG 1.71 Sep 12 2.09 7.28 6.68
Stocks/Bonds 60/40 1.70 Sep 12 1.88 6.99 6.42
All Country World 60/40 1.70 Sep 12 2.17 6.27 7.97
Perfect Portfolio Ben Stein 1.70 Sep 12 2.51 7.37 9.51
Robust Alpha Architect 1.69 Sep 12 2.60 6.26 8.67
Stocks/Bonds 40/60 with Bitcoin 1.68 Sep 13, 09:59PM 1.45 5.39 5.39
Dedalo Four Dedalo Invest 1.67 Sep 12 2.09 7.86 8.28
Rob Arnott Portfolio Rob Arnott 1.63 Sep 12 1.30 3.89 3.17
Capricciosa Portfolio Davide Pisicchio 1.63 Sep 12 2.09 6.55 7.53
Developed World ex-US 80/20 1.60 Sep 12 3.67 5.38 13.44
Margherita Portfolio Davide Pisicchio 1.60 Sep 12 2.12 5.13 7.22
Cockroach Portfolio Tony Dong 1.59 Sep 12 2.32 2.73 4.65
Stocks/Bonds 40/60 1.59 Sep 12 1.64 5.45 4.99
Simple and Cheap Time Money Inc 1.58 Sep 12 2.29 5.65 6.70
Ultimate Buy and Hold Strategy Paul Merriman 1.58 Sep 12 4.59 9.14 12.51
Developed World ex-US 60/40 Momentum 1.58 Sep 12 2.60 3.57 11.16
Edge Select Moderately Conservative Merrill Lynch 1.57 Sep 12 1.77 4.92 5.82
Long Term Portfolio Ben Stein 1.57 Sep 12 3.14 7.02 8.35
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.57 Sep 12 2.61 6.47 7.77
Robo Advisor 50 Value Tilt Betterment 1.56 Sep 12 2.29 5.41 6.71
Odd-Stats Strategy Aim Ways 1.55 Sep 12 1.74 3.89 5.69
Lifepath Fund iShares 1.55 Sep 12 2.08 5.16 5.87
Aim comfortable trip Aim Ways 1.55 Sep 12 2.87 4.68 8.60
Sheltered Sam 100/0 Bill Bernstein 1.54 Sep 12 4.33 8.96 8.70
Pepperoni Portfolio Davide Pisicchio 1.52 Sep 12 1.86 7.18 7.56
LifeStrategy Conservative Growth Vanguard 1.51 Sep 12 1.80 4.66 5.84
All Country World 40/60 1.50 Sep 12 1.76 4.91 6.03
Lazy Portfolio David Swensen 1.49 Sep 12 2.64 6.19 6.92
Stocks/Bonds 20/80 1.49 Sep 12 1.40 3.93 3.56
Tilt Toward Value Time Money Inc 1.45 Sep 12 2.53 5.84 5.93
Sheltered Sam 90/10 Bill Bernstein 1.44 Sep 12 4.03 8.25 8.09
Stocks/Bonds 40/60 ESG 1.42 Sep 12 1.96 5.81 5.34
Yale Endowment David Swensen 1.41 Sep 12 2.69 6.09 7.06
Four Square Scott Burns 1.41 Sep 12 2.14 5.07 7.21
Desert Portfolio with Bitcoin Gyroscopic Investing 1.39 Sep 13, 09:59PM 1.88 4.74 7.07
Total Bond US 1.38 Sep 12 1.15 2.42 2.14
Couch Potato Scott Burns 1.37 Sep 12 1.99 6.28 6.00
Desert Portfolio Gyroscopic Investing 1.37 Sep 12 2.14 4.77 6.99
Five Asset Roger Gibson 1.34 Sep 12 2.00 5.94 5.60
Sheltered Sam 80/20 Bill Bernstein 1.33 Sep 12 3.72 7.55 7.48
Dynamic 40/60 Income The Lazy Team 1.32 Sep 12 1.48 5.11 4.55
Talmud Portfolio Roger Gibson 1.31 Sep 12 2.32 5.57 3.83
Developed World ex-US 60/40 1.30 Sep 12 2.87 4.23 10.40
LifeStrategy Income Fund Vanguard 1.30 Sep 12 1.33 3.24 3.81
All Country World 20/80 1.29 Sep 12 1.34 3.53 4.08
Nano Portfolio John Wasik 1.28 Sep 12 2.67 4.81 5.74
Andrew Tobias Portfolio Andrew Tobias 1.27 Sep 12 2.67 5.37 8.72
Ivy Portfolio Mebane Faber 1.26 Sep 12 2.24 6.28 6.00
Coffeehouse Bill Schultheis 1.26 Sep 12 3.27 6.42 5.00
Five Fold Scott Burns 1.25 Sep 12 2.39 4.91 5.79
No Brainer Portfolio Bill Bernstein 1.24 Sep 12 3.48 7.59 8.59
Sheltered Sam 70/30 Bill Bernstein 1.23 Sep 12 3.41 6.84 6.87
Sandwich Portfolio Bob Clyatt 1.22 Sep 12 2.62 6.05 8.07
10-year Treasury 1.19 Sep 12 1.65 2.66 2.81
Developed World ex-US 40/60 Momentum 1.19 Sep 12 1.83 2.57 7.82
Cape US Sector Value Robert Shiller 1.18 Sep 12 3.05 5.03 3.20
Ideal Index Frank Armstrong 1.16 Sep 12 3.40 6.20 7.59
Eliminate Fat Tails Larry Swedroe 1.12 Sep 12 2.12 4.66 5.14
Ultimate Buy&Hold FundAdvice 1.12 Sep 12 3.37 6.51 8.87
Sheltered Sam 60/40 Bill Bernstein 1.12 Sep 12 3.10 6.13 6.25
One-Decision Portfolio Marvin Appel 1.12 Sep 12 2.22 5.10 3.55
Dynamic 60/40 Income The Lazy Team 1.11 Sep 12 1.80 4.91 3.57
European Stocks 1.10 Sep 12 3.77 3.77 13.93
All Country World Bonds 1.08 Sep 12 0.90 2.13 2.14
Coward's Portfolio Bill Bernstein 1.08 Sep 12 2.93 6.16 6.19
Sheltered Sam 50/50 Bill Bernstein 1.01 Sep 12 2.79 5.42 5.64
Developed World ex-US 40/60 1.01 Sep 12 2.02 3.01 7.30
Edge Select Conservative Merrill Lynch 1.00 Sep 12 1.42 3.32 3.91
US Stocks Quality 0.98 Sep 12 2.62 6.95 4.53
7Twelve Portfolio Craig Israelsen 0.94 Sep 12 2.14 5.98 6.06
Simple Money Portfolio Tim Maurer 0.91 Sep 12 3.70 6.57 9.62
Aggressive Global Income The Lazy Team 0.91 Sep 12 4.12 6.41 8.91
Sheltered Sam 40/60 Bill Bernstein 0.91 Sep 12 2.47 4.71 5.02
Larry Portfolio Larry Swedroe 0.89 Sep 12 2.82 5.23 6.30
Big Rocks Portfolio Larry Swedroe 0.89 Sep 12 3.27 6.30 6.88
Conservative Income Charles Schwab 0.84 Sep 12 1.10 2.15 2.21
Robo Advisor 20 Value Tilt Betterment 0.83 Sep 12 1.49 3.11 4.23
US Inflation Protection 0.83 Sep 12 1.61 2.58 2.75
Sheltered Sam 30/70 Bill Bernstein 0.80 Sep 12 2.15 4.00 4.40
Dimensional Retirement Income Fund DFA 0.79 Sep 12 1.49 3.43 4.56
Seven Value Scott Burns 0.75 Sep 12 2.72 6.20 4.83
Developed World ex-US 20/80 0.72 Sep 12 1.11 1.72 4.13
Six Ways from Sunday Scott Burns 0.71 Sep 12 2.60 5.98 4.96
Sheltered Sam 20/80 Bill Bernstein 0.69 Sep 12 1.83 3.29 3.78
Sheltered Sam 10/90 Bill Bernstein 0.59 Sep 12 1.51 2.58 3.16
Robo Advisor 10 Value Tilt Betterment 0.55 Sep 12 1.21 2.29 3.38
Sheltered Sam 0/100 Bill Bernstein 0.48 Sep 12 1.18 1.87 2.54
Total Bond Developed World ex-US 0.42 Sep 12 0.14 0.36 0.89
Robo Advisor 0 Betterment 0.26 Sep 12 0.93 1.46 2.52
Short Term Treasury 0.25 Sep 12 0.89 1.38 2.40
US Stocks Equal Weight 0.18 Sep 12 2.72 7.35 5.62
US Cash 0.17 Sep 12 0.37 1.07 2.11
US Stocks Value 0.05 Sep 12 3.63 8.38 4.43
US Stocks Minimum Volatility -0.13 Sep 12 1.78 1.16 0.37
Berkshire Hathaway Warren Buffett -1.98 Sep 12 4.92 -0.28 -2.54