Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 26 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 5.02 Nov 26 0.30 14.29 17.12
GLD
Gold 4.07 Nov 26 3.56 21.51 21.18
IJR
US Small Cap 2.53 Nov 26 -0.87 7.22 18.52
VNQ
US REITs 2.09 Nov 26 -2.45 1.00 2.93
LQD
US Invest. Grade Bonds 1.10 Nov 26 0.15 3.09 5.36
VGK
Europe 0.87 Nov 26 0.63 6.43 12.05
BND
US Total Bond Market 0.76 Nov 26 0.60 2.89 3.47
TLT
US Long Term Treasuries 0.75 Nov 26 1.38 5.04 3.18
HYG
US High Yield Bonds 0.70 Nov 26 -0.01 1.99 5.83
EMB
Emerg. Market Bonds 0.47 Nov 26 1.98 5.44 10.28
TIP
US TIPS 0.44 Nov 26 0.32 2.37 2.69
EFA
EAFE Stocks 0.40 Nov 26 1.20 7.96 13.42
BIL
US Cash 0.25 Nov 26 0.35 1.06 2.13
BNDX
International Bonds -0.14 Nov 26 1.00 1.67 1.91
VT
World All Countries -0.26 Nov 26 2.02 8.58 21.57
VTI
US Total Stock Market -0.29 Nov 26 2.21 8.19 23.66
SPY
US Large Cap -0.35 Nov 26 2.38 8.21 23.70
PFF
US Preferred Stocks -0.38 Nov 26 -0.76 1.46 6.89
DBC
Commodities -0.52 Nov 26 1.55 1.92 11.23
VPL
Pacific -0.87 Nov 26 4.31 12.62 22.42
EEM
Emerging Markets -1.92 Nov 26 3.56 13.88 27.60
QQQ
US Technology -2.35 Nov 26 4.78 11.47 32.61
CWB
US Convertible Bonds -3.38 Nov 26 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.
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 7.28 Nov 26 -5.10 -0.57 -10.59
Gold 4.07 Nov 26 3.56 21.51 21.18
Cockroach Portfolio Tony Dong 3.90 Nov 26 1.66 7.79 7.87
Cape US Sector Value Robert Shiller 3.32 Nov 26 -3.07 0.35 5.33
Golden Butterfly 2x Leveraged Tyler 3.03 Nov 26 2.48 18.18 24.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.58 Nov 26 3.45 19.21 23.32
Aggressive Global Income The Lazy Team 2.28 Nov 26 -0.67 4.03 9.26
Weird Portfolio Value Stock Geek 2.07 Nov 26 0.49 8.93 13.10
US Stocks Minimum Volatility 1.87 Nov 26 -2.06 1.01 1.44
Marc Faber Portfolio Marc Faber 1.63 Nov 26 1.30 9.38 12.94
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.58 Nov 26 2.72 12.97 18.92
Golden Butterfly Tyler 1.54 Nov 26 1.60 9.71 14.09
Simplified Permanent Portfolio The Lazy Team 1.53 Nov 26 1.95 9.52 12.74
Paul Boyer Portfolio Paul Boyer 1.39 Nov 26 1.88 10.36 12.68
US Stocks Equal Weight 1.37 Nov 26 -0.93 2.79 12.05
Sheltered Sam 100/0 Bill Bernstein 1.34 Nov 26 0.79 8.03 17.38
Simple Money Portfolio Tim Maurer 1.29 Nov 26 0.30 5.20 11.02
Sheltered Sam 90/10 Bill Bernstein 1.25 Nov 26 0.75 7.44 15.79
Golden Ratio Portfolio Frank Vasquez 1.20 Nov 26 1.66 9.44 15.48
Permanent Portfolio Harry Browne 1.20 Nov 26 2.04 9.60 12.80
Ultimate Buy and Hold Strategy Paul Merriman 1.19 Nov 26 0.26 7.23 16.94
Coffeehouse Bill Schultheis 1.18 Nov 26 0.31 5.32 10.79
Gold Pivot Ptf Aim Ways 1.17 Nov 26 2.36 10.77 14.15
10-year Treasury 1.16 Nov 26 0.71 3.04 2.78
Sheltered Sam 80/20 Bill Bernstein 1.16 Nov 26 0.71 6.83 14.22
All Weather Portfolio 2x Leveraged Ray Dalio 1.14 Nov 26 2.74 13.12 19.28
Golden Butterfly with Bitcoin Tyler 1.12 Nov 27, 03:56PM 1.43 9.08 13.95
Aim comfortable trip Aim Ways 1.11 Nov 26 1.51 7.80 11.78
Sheltered Sam 70/30 Bill Bernstein 1.07 Nov 26 0.66 6.23 12.67
Talmud Portfolio 2x Leveraged Roger Gibson 1.05 Nov 26 -0.10 6.06 13.87
Big Rocks Portfolio Larry Swedroe 1.05 Nov 26 0.24 4.97 10.74
PISI Portfolio Davide Pisicchio 1.01 Nov 26 1.48 6.74 10.98
Ultimate Buy&Hold FundAdvice 1.00 Nov 26 0.24 5.16 10.96
US Stocks Value 0.99 Nov 26 1.08 6.41 14.85
Sheltered Sam 60/40 Bill Bernstein 0.98 Nov 26 0.62 5.62 11.12
Developed World ex-US Stocks Momentum 0.98 Nov 26 -0.47 6.47 13.91
Pinwheel Tyler 0.97 Nov 26 1.10 7.88 13.49
Larry Portfolio Larry Swedroe 0.94 Nov 26 0.43 4.31 7.56
One-Decision Portfolio Marvin Appel 0.92 Nov 26 0.12 3.75 8.76
Sheltered Sam 50/50 Bill Bernstein 0.89 Nov 26 0.57 5.00 9.59
European Stocks 0.87 Nov 26 0.63 6.43 12.05
Ideal Index Frank Armstrong 0.86 Nov 26 0.55 5.89 11.88
Talmud Portfolio Roger Gibson 0.85 Nov 26 0.18 4.10 9.69
Shield Strategy Aim Ways 0.83 Nov 26 2.14 9.42 15.84
Desert Portfolio Gyroscopic Investing 0.82 Nov 26 1.42 6.20 10.31
Sheltered Sam 40/60 Bill Bernstein 0.80 Nov 26 0.52 4.39 8.08
Permanent Portfolio with Bitcoin Harry Browne 0.78 Nov 27, 03:56PM 1.87 8.98 12.67
Seven Value Scott Burns 0.76 Nov 26 0.23 4.46 10.40
Total Bond US 0.76 Nov 26 0.60 2.89 3.47
High Yield Bonds Income The Lazy Team 0.73 Nov 26 0.52 3.45 7.38
In Saecula Saeculorum Fulvio Marchese 0.72 Nov 26 1.64 7.36 14.07
Sheltered Sam 30/70 Bill Bernstein 0.71 Nov 26 0.48 3.76 6.57
Gone Fishin' Portfolio Alexander Green 0.71 Nov 26 1.38 7.88 15.36
Stocks/Bonds 40/60 2x Leveraged 0.70 Nov 26 2.36 9.11 18.41
Coward's Portfolio Bill Bernstein 0.69 Nov 26 0.78 5.53 11.61
Nano Portfolio John Wasik 0.68 Nov 26 0.43 4.61 9.08
No Brainer Portfolio Bill Bernstein 0.63 Nov 26 1.02 6.79 15.40
Sheltered Sam 20/80 Bill Bernstein 0.62 Nov 26 0.43 3.13 5.08
Late Sixties and Beyond Burton Malkiel 0.61 Nov 26 0.96 5.97 13.21
All Weather Portfolio Ray Dalio 0.60 Nov 26 1.74 6.80 10.93
Conservative Income Charles Schwab 0.59 Nov 26 0.31 2.12 3.05
Tilt Toward Value Time Money Inc 0.59 Nov 26 0.87 5.49 11.58
Margherita Portfolio Davide Pisicchio 0.59 Nov 26 1.51 6.65 11.47
Odd-Stats Strategy Aim Ways 0.58 Nov 26 1.39 6.32 10.56
Six Ways from Sunday Scott Burns 0.58 Nov 26 0.32 4.29 9.99
Stocks/Bonds 20/80 0.55 Nov 26 0.94 3.98 7.23
Sheltered Sam 10/90 Bill Bernstein 0.53 Nov 26 0.38 2.50 3.60
US Stocks Quality 0.53 Nov 26 0.93 6.88 16.44
Developed World ex-US 60/40 Momentum 0.53 Nov 26 0.04 4.74 9.42
Sandwich Portfolio Bob Clyatt 0.51 Nov 26 0.83 5.26 11.55
Dynamic 60/40 Income The Lazy Team 0.51 Nov 26 -0.10 2.88 8.01
Edge Select Conservative Merrill Lynch 0.50 Nov 26 0.70 3.42 6.38
Yale Endowment David Swensen 0.50 Nov 26 0.83 5.54 12.09
Developed World ex-US Stocks 0.49 Nov 26 1.77 8.99 16.81
Four Seasons Portfolio Davide Pisicchio 0.48 Nov 26 1.68 7.24 13.56
Robo Advisor 0 Betterment 0.47 Nov 26 0.34 1.56 1.84
GAA Global Asset Allocation Mebane Faber 0.44 Nov 26 1.42 6.40 11.51
US Inflation Protection 0.44 Nov 26 0.32 2.37 2.69
Sheltered Sam 0/100 Bill Bernstein 0.44 Nov 26 0.33 1.86 2.13
Short Term Treasury 0.44 Nov 26 0.33 1.52 1.76
Lifepath Fund iShares 0.44 Nov 26 1.13 5.24 10.36
Lazy Portfolio David Swensen 0.43 Nov 26 0.83 5.64 12.27
Five Fold Scott Burns 0.43 Nov 26 0.65 4.75 9.73
Rob Arnott Portfolio Rob Arnott 0.42 Nov 26 0.77 3.88 7.61
Robo Advisor 10 Value Tilt Betterment 0.41 Nov 26 0.58 2.52 3.90
All Country World Bonds 0.40 Nov 26 0.96 2.87 3.95
Desert Portfolio with Bitcoin Gyroscopic Investing 0.40 Nov 27, 03:56PM 1.24 5.58 10.16
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.39 Nov 26 1.20 6.11 13.81
Robo Advisor 20 Value Tilt Betterment 0.37 Nov 26 0.80 3.46 5.96
Five Asset Roger Gibson 0.37 Nov 26 0.83 4.81 11.69
Developed World ex-US 80/20 0.37 Nov 26 1.64 7.70 14.04
Mid-Fifties Burton Malkiel 0.36 Nov 26 1.29 6.97 15.48
LifeStrategy Income Fund Vanguard 0.36 Nov 26 1.01 3.86 6.57
Simple and Cheap Time Money Inc 0.35 Nov 26 1.11 5.67 12.03
Stocks/Bonds 40/60 0.34 Nov 26 1.27 5.06 11.12
Eliminate Fat Tails Larry Swedroe 0.34 Nov 26 0.74 4.53 8.42
Long Term Portfolio Ben Stein 0.33 Nov 26 1.14 6.86 15.12
Edge Select Moderately Conservative Merrill Lynch 0.33 Nov 26 1.16 5.07 10.44
Ivy Portfolio Mebane Faber 0.33 Nov 26 0.71 4.86 11.90
Family Taxable Portfolio Ted Aronson 0.31 Nov 26 1.66 7.82 16.07
Developed World ex-US 40/60 Momentum 0.30 Nov 26 0.33 3.79 7.02
Global Market Portfolio Credit Suisse 0.29 Nov 26 1.27 5.75 10.88
Robo Advisor 90 Value Tilt Betterment 0.27 Nov 26 1.63 8.31 18.63
All Country World 20/80 0.27 Nov 26 1.19 4.08 7.39
Robo Advisor 80 Value Tilt Betterment 0.26 Nov 26 1.58 7.77 16.99
7Twelve Portfolio Craig Israelsen 0.26 Nov 26 0.64 4.42 10.94
US Cash 0.25 Nov 26 0.35 1.06 2.13
Robo Advisor 50 Value Tilt Betterment 0.25 Nov 26 1.32 5.93 11.75
Robo Advisor 100 Value Tilt Betterment 0.25 Nov 26 1.53 8.54 19.19
Developed World ex-US 60/40 0.24 Nov 26 1.50 6.33 11.17
LifeStrategy Conservative Growth Vanguard 0.23 Nov 26 1.29 5.16 10.17
Dimensional Retirement Income Fund DFA 0.23 Nov 26 0.47 3.04 6.01
All Weather Portfolio with Bitcoin Ray Dalio 0.23 Nov 27, 03:56PM 1.59 6.39 10.91
Edge Select Moderate Merrill Lynch 0.23 Nov 26 1.37 6.16 13.55
Capricciosa Portfolio Davide Pisicchio 0.22 Nov 26 1.67 6.74 14.60
Gretchen Tai Portfolio Gretchen Tai 0.20 Nov 26 1.50 7.26 15.15
Core Four Rick Ferri 0.19 Nov 26 1.46 7.01 16.35
Dynamic 40/60 Income The Lazy Team 0.19 Nov 26 0.79 3.77 9.49
Andrew Tobias Portfolio Andrew Tobias 0.18 Nov 26 1.27 6.02 12.69
Late Thirties to Early Forties Burton Malkiel 0.17 Nov 26 1.51 7.53 16.86
All Country World 40/60 0.13 Nov 26 1.41 5.25 10.88
Stocks/Bonds 60/40 0.13 Nov 26 1.60 6.12 15.15
Robust Alpha Architect 0.13 Nov 26 -0.46 4.50 13.19
Developed World ex-US 40/60 0.11 Nov 26 1.35 4.88 8.19
LifeStrategy Moderate Growth Vanguard 0.11 Nov 26 1.55 6.41 13.81
Stocks/Bonds 20/80 Momentum 0.09 Nov 26 0.27 3.49 7.09
Stocks/Bonds 40/60 ESG 0.08 Nov 26 1.42 5.30 11.69
Couch Potato Scott Burns 0.08 Nov 26 1.30 5.32 12.65
Margaritaville Scott Burns 0.07 Nov 26 1.49 6.87 14.62
Mid-Twenties Burton Malkiel 0.06 Nov 26 1.58 7.75 17.36
Stocks/Bonds 60/40 2x Leveraged 0.05 Nov 26 2.97 11.12 27.27
Three Funds Bogleheads 0.03 Nov 26 1.79 7.65 17.67
Four Square Scott Burns 0.02 Nov 26 1.37 5.63 11.40
Edge Select Moderately Aggressive Merrill Lynch 0.01 Nov 26 1.67 7.18 16.63
All Country World 60/40 0.00 Nov 26 1.63 6.39 14.40
Ulcer Free Strategy Aim Ways 0.00 Nov 26 2.07 7.22 10.74
Stocks/Bonds 40/60 with Bitcoin 0.00 Nov 27, 03:56PM 1.15 4.81 11.19
Four Funds Bogleheads -0.01 Nov 26 1.76 7.60 17.57
Developed World ex-US 20/80 -0.02 Nov 26 1.18 3.33 5.11
LifeStrategy Growth Fund Vanguard -0.02 Nov 26 1.80 7.62 17.48
Simple Path to Wealth JL Collins -0.03 Nov 26 1.83 6.90 18.27
Perfect Portfolio Ben Stein -0.07 Nov 26 1.69 7.26 17.02
Second Grader's Starter Paul Farrell -0.08 Nov 26 1.93 8.15 19.70
Stocks/Bonds 80/20 -0.08 Nov 26 1.91 7.16 19.33
All Country World 80/20 -0.13 Nov 26 1.83 7.50 17.97
Edge Select Aggressive Merrill Lynch -0.14 Nov 26 1.88 8.09 19.35
Total Bond Developed World ex-US -0.14 Nov 26 1.00 1.67 1.91
Dedalo Eleven Dedalo Invest -0.16 Nov 26 2.06 7.86 18.38
Stocks/Bonds 60/40 ESG -0.20 Nov 26 1.78 6.45 15.98
Stocks/Bonds 60/40 with Bitcoin -0.21 Nov 27, 03:56PM 1.48 5.86 15.22
Dedalo Four Dedalo Invest -0.26 Nov 26 1.94 7.06 18.58
All Country World Stocks -0.26 Nov 26 2.02 8.58 21.57
Pepperoni Portfolio Davide Pisicchio -0.27 Nov 26 1.95 6.54 16.37
Dedalo Three Dedalo Invest -0.28 Nov 26 2.15 8.31 23.01
US Stocks -0.29 Nov 26 2.21 8.19 23.66
Warren Buffett Portfolio Warren Buffett -0.41 Nov 26 2.30 7.68 21.89
Stocks/Bonds 40/60 Momentum -0.57 Nov 26 -0.04 4.06 10.74
Diavola Portfolio Davide Pisicchio -0.71 Nov 26 2.71 8.43 23.51
US Stocks ESG -0.76 Nov 26 2.48 8.69 25.08
Stocks/Bonds 60/40 Momentum -1.24 Nov 26 -0.34 4.60 14.40
Stocks/Bonds 80/20 Momentum -1.91 Nov 26 -0.61 5.12 18.09
Emerging Markets Stocks -1.92 Nov 26 3.56 13.88 27.60
Technology -2.35 Nov 26 4.78 11.47 32.61
US Stocks Momentum -2.57 Nov 26 -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -9.98 Nov 26 6.51 21.31 66.36