Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 20 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 12.06 Apr 20 -4.84 -5.93 -3.62
EEM
Emerging Markets 11.25 Apr 20 -9.25 3.80 7.87
CWB
US Convertible Bonds 10.36 Apr 20 -2.88 2.85 1.95
IJR
US Small Cap 9.52 Apr 20 -4.00 3.60 5.26
VNQ
US REITs 9.39 Apr 20 -6.31 1.31 -1.04
VTI
US Total Stock Market 9.16 Apr 20 -5.00 -4.01 -1.66
SPY
US Large Cap 8.98 Apr 20 -4.94 -4.37 -1.82
VPL
Pacific 8.80 Apr 20 -10.28 8.11 14.30
VT
World All Countries 8.79 Apr 20 -6.22 -1.71 1.42
VGK
Europe 7.78 Apr 20 -8.16 -0.95 4.76
FLLA
Latin America 7.67 Apr 20 -2.95 17.39 25.38
EFA
EAFE Stocks 6.98 Apr 20 -7.83 1.15 5.91
PFF
US Preferred Stocks 4.18 Apr 20 -3.37 -1.42 -1.65
EMB
Emerg. Market Bonds 3.33 Apr 20 -3.49 -1.61 1.15
GLD
Gold 2.74 Apr 20 -11.05 8.57 21.05
HYG
US High Yield Bonds 1.77 Apr 20 -0.95 -0.35 0.87
LQD
US Invest. Grade Bonds 1.37 Apr 20 -2.07 -0.38 -0.05
TIP
US TIPS 0.95 Apr 20 -1.36 0.41 0.33
BND
US Total Bond Market 0.84 Apr 20 -1.74 0.05 0.95
TLT
US Long Term Treasuries 0.82 Apr 20 -4.23 0.17 -0.87
BNDX
International Bonds 0.69 Apr 20 -2.14 -0.13 0.17
BIL
US Cash 0.20 Apr 20 0.29 0.85 1.84
DBC
Commodities -0.97 Apr 20 15.34 29.47 32.82
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
Ark Tech Portfolio Cathie Wood 16.63 Apr 20 -7.92 -10.30 -14.95
US Stocks Momentum 13.99 Apr 20 -5.04 -4.04 -6.08
Talmud Portfolio 2x Leveraged Roger Gibson 12.85 Apr 20 -9.50 -3.27 -4.21
Technology 12.06 Apr 20 -4.84 -5.93 -3.62
Stocks/Bonds 60/40 2x Leveraged 11.52 Apr 20 -8.15 -6.62 -4.34
Stocks/Bonds 80/20 Momentum 11.36 Apr 20 -4.38 -3.22 -4.77
Emerging Markets Stocks 11.25 Apr 20 -9.25 3.80 7.87
US Stocks ESG 10.85 Apr 20 -5.45 -6.94 -4.73
Developed World ex-US Stocks Momentum 9.29 Apr 20 -8.90 0.10 3.92
US Stocks 9.16 Apr 20 -5.00 -4.01 -1.66
Golden Butterfly 2x Leveraged Tyler 9.10 Apr 20 -11.16 0.55 8.02
Dedalo Three Dedalo Invest 9.05 Apr 20 -5.38 -3.32 -0.73
Diavola Portfolio Davide Pisicchio 9.03 Apr 20 -4.57 -4.09 -1.85
All Country World Stocks 8.79 Apr 20 -6.22 -1.71 1.42
Stocks/Bonds 60/40 Momentum 8.73 Apr 20 -3.71 -2.40 -3.41
Developed World ex-US Stocks 8.19 Apr 20 -8.61 2.75 8.94
Stocks/Bonds 40/60 2x Leveraged 8.13 Apr 20 -7.07 -4.81 -3.03
Warren Buffett Portfolio Warren Buffett 8.13 Apr 20 -4.46 -4.28 -1.99
Second Grader's Starter Paul Farrell 8.04 Apr 20 -5.67 -1.73 1.31
Robo Advisor 100 Value Tilt Betterment 8.04 Apr 20 -6.32 0.41 3.84
Ultimate Buy and Hold Strategy Paul Merriman 8.01 Apr 20 -6.55 2.08 5.48
Mid-Twenties Burton Malkiel 7.93 Apr 20 -6.04 -0.57 2.00
Edge Select Aggressive Merrill Lynch 7.93 Apr 20 -5.49 -1.35 1.40
European Stocks 7.78 Apr 20 -8.16 -0.95 4.76
US Stocks Quality 7.70 Apr 20 -6.17 -3.22 -0.87
Late Thirties to Early Forties Burton Malkiel 7.70 Apr 20 -5.91 -0.60 1.90
Robo Advisor 90 Value Tilt Betterment 7.68 Apr 20 -6.15 0.77 4.35
Dedalo Eleven Dedalo Invest 7.54 Apr 20 -5.51 -1.49 1.38
Stocks/Bonds 80/20 7.50 Apr 20 -4.35 -3.20 -1.11
Sheltered Sam 100/0 Bill Bernstein 7.38 Apr 20 -5.91 1.86 5.88
Dedalo Four Dedalo Invest 7.38 Apr 20 -4.74 -2.66 -0.47
Core Four Rick Ferri 7.29 Apr 20 -5.26 -1.27 1.15
Mid-Fifties Burton Malkiel 7.28 Apr 20 -5.68 -0.56 1.70
All Country World 80/20 7.27 Apr 20 -5.42 -1.42 1.33
Four Funds Bogleheads 7.22 Apr 20 -5.31 -1.29 1.54
Three Funds Bogleheads 7.21 Apr 20 -5.35 -1.32 1.59
LifeStrategy Growth Fund Vanguard 7.18 Apr 20 -5.44 -1.21 1.73
Long Term Portfolio Ben Stein 7.08 Apr 20 -5.01 0.14 2.63
Simple Path to Wealth JL Collins 7.08 Apr 20 -4.18 -3.00 -0.97
Robo Advisor 80 Value Tilt Betterment 6.97 Apr 20 -5.76 0.68 4.00
Stocks/Bonds 60/40 ESG 6.88 Apr 20 -3.98 -4.18 -2.45
Family Taxable Portfolio Ted Aronson 6.86 Apr 20 -5.51 1.40 3.91
Desert Portfolio 2x Leveraged Gyroscopic Investing 6.81 Apr 20 -8.82 -2.72 1.88
No Brainer Portfolio Bill Bernstein 6.77 Apr 20 -4.45 0.33 2.97
Gretchen Tai Portfolio Gretchen Tai 6.72 Apr 20 -5.61 0.24 3.16
Edge Select Moderately Aggressive Merrill Lynch 6.72 Apr 20 -4.80 -1.28 1.16
Robust Alpha Architect 6.71 Apr 20 -1.63 3.84 4.53
Cape US Sector Value Robert Shiller 6.70 Apr 20 -7.33 -4.29 -4.53
Sheltered Sam 90/10 Bill Bernstein 6.70 Apr 20 -5.44 1.70 5.40
Developed World ex-US 80/20 6.69 Apr 20 -7.42 2.18 7.35
Lazy Portfolio David Swensen 6.65 Apr 20 -4.95 -0.36 1.12
Yale Endowment David Swensen 6.65 Apr 20 -5.05 -0.29 1.40
Perfect Portfolio Ben Stein 6.63 Apr 20 -4.64 1.07 4.08
Gone Fishin' Portfolio Alexander Green 6.62 Apr 20 -5.81 1.43 5.42
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 6.52 Apr 20 -11.70 -0.48 8.06
Jane Bryant Quinn Portfolio Jane Bryant Quinn 6.51 Apr 20 -4.93 -0.87 1.39
Pepperoni Portfolio Davide Pisicchio 6.50 Apr 20 -3.61 -2.46 -0.68
Talmud Portfolio Roger Gibson 6.47 Apr 20 -4.39 -0.88 -0.49
Late Sixties and Beyond Burton Malkiel 6.44 Apr 20 -5.08 -0.50 1.37
US Stocks Equal Weight 6.19 Apr 20 -5.97 0.62 2.01
Pinwheel Tyler 6.17 Apr 20 -5.62 1.52 4.80
Margaritaville Scott Burns 6.14 Apr 20 -4.91 -0.49 2.05
Stocks/Bonds 40/60 Momentum 6.10 Apr 20 -3.05 -1.58 -2.01
Golden Ratio Portfolio Frank Vasquez 6.04 Apr 20 -5.42 0.33 3.32
Sheltered Sam 80/20 Bill Bernstein 6.02 Apr 20 -4.95 1.55 4.93
Stocks/Bonds 60/40 with Bitcoin 5.97 Apr 20, 08:00PM -3.61 -2.79 -1.51
Developed World ex-US 60/40 Momentum 5.85 Apr 20 -6.31 0.01 2.61
Stocks/Bonds 60/40 5.84 Apr 20 -3.69 -2.39 -0.57
Weird Portfolio Value Stock Geek 5.84 Apr 20 -6.83 3.11 6.71
Ideal Index Frank Armstrong 5.78 Apr 20 -4.63 1.46 4.02
All Country World 60/40 5.74 Apr 20 -4.62 -1.13 1.21
Five Fold Scott Burns 5.68 Apr 20 -4.66 -0.03 1.17
Simple and Cheap Time Money Inc 5.65 Apr 20 -4.56 -0.62 1.27
LifeStrategy Moderate Growth Vanguard 5.59 Apr 20 -4.56 -0.91 1.53
JP Morgan Balanced Portfolio JP Morgan 5.54 Apr 20 -3.29 1.21 3.41
Marc Faber Portfolio Marc Faber 5.52 Apr 20 -6.71 2.23 6.53
Capricciosa Portfolio Davide Pisicchio 5.50 Apr 20 -3.86 -1.46 0.82
Andrew Tobias Portfolio Andrew Tobias 5.49 Apr 20 -4.53 -0.87 1.97
Nano Portfolio John Wasik 5.47 Apr 20 -4.52 -0.22 1.06
Tilt Toward Value Time Money Inc 5.41 Apr 20 -4.30 -0.15 1.68
Edge Select Moderate Merrill Lynch 5.39 Apr 20 -4.06 -0.97 1.13
Sheltered Sam 70/30 Bill Bernstein 5.34 Apr 20 -4.46 1.40 4.45
Five Asset Roger Gibson 5.32 Apr 20 -1.04 5.80 7.70
All Weather Portfolio 2x Leveraged Ray Dalio 5.24 Apr 20 -6.87 3.55 6.24
Sandwich Portfolio Bob Clyatt 5.23 Apr 20 -4.21 -0.11 1.81
Coffeehouse Bill Schultheis 5.19 Apr 20 -3.90 1.02 2.76
Developed World ex-US 60/40 5.19 Apr 20 -6.17 1.60 5.69
Coward's Portfolio Bill Bernstein 5.07 Apr 20 -3.77 0.95 3.24
Couch Potato Scott Burns 5.06 Apr 20 -3.18 -1.80 -0.60
Ultimate Buy&Hold FundAdvice 4.99 Apr 20 -4.49 1.26 3.68
Dynamic 60/40 Income The Lazy Team 4.97 Apr 20 -3.27 -0.84 -0.37
Stocks/Bonds 40/60 ESG 4.89 Apr 20 -3.26 -2.80 -1.33
Shield Strategy Aim Ways 4.86 Apr 20 -5.19 -0.30 3.67
One-Decision Portfolio Marvin Appel 4.84 Apr 20 -2.97 0.00 0.78
US Stocks Value 4.84 Apr 20 -4.59 0.10 3.24
Big Rocks Portfolio Larry Swedroe 4.84 Apr 20 -3.65 1.25 3.54
In Saecula Saeculorum Fulvio Marchese 4.79 Apr 20 -4.31 -1.01 1.87
Four Seasons Portfolio Davide Pisicchio 4.77 Apr 20 -4.05 -0.61 2.15
Four Square Scott Burns 4.75 Apr 20 -4.23 -0.37 1.66
Robo Advisor 50 Value Tilt Betterment 4.73 Apr 20 -4.39 0.12 2.42
Ivy Portfolio Mebane Faber 4.71 Apr 20 0.87 7.89 9.41
Sheltered Sam 60/40 Bill Bernstein 4.66 Apr 20 -3.96 1.24 3.96
Global Market Portfolio Credit Suisse 4.61 Apr 20 -4.52 -0.35 1.10
Simple Money Portfolio Tim Maurer 4.54 Apr 20 -4.27 1.25 4.28
Odd-Stats Strategy Aim Ways 4.50 Apr 20 -4.61 -0.54 1.45
Golden Butterfly with Bitcoin Tyler 4.46 Apr 20, 08:00PM -4.81 1.26 4.55
Stocks/Bonds 40/60 with Bitcoin 4.30 Apr 20, 08:00PM -2.96 -1.97 -1.00
Golden Butterfly Tyler 4.28 Apr 20 -5.05 1.87 5.97
All Country World 40/60 4.22 Apr 20 -3.80 -0.84 1.08
Stocks/Bonds 40/60 4.17 Apr 20 -3.04 -1.57 -0.05
Developed World ex-US 40/60 Momentum 4.13 Apr 20 -4.96 -0.03 1.87
Aggressive Global Income The Lazy Team 4.12 Apr 20 -3.73 3.90 6.52
GAA Global Asset Allocation Mebane Faber 4.09 Apr 20 -3.44 2.10 4.36
Lifepath Fund iShares 4.06 Apr 20 -3.44 -0.53 1.28
Edge Select Moderately Conservative Merrill Lynch 4.02 Apr 20 -3.34 -0.78 0.95
LifeStrategy Conservative Growth Vanguard 3.99 Apr 20 -3.67 -0.60 1.29
Sheltered Sam 50/50 Bill Bernstein 3.98 Apr 20 -3.46 1.09 3.47
7Twelve Portfolio Craig Israelsen 3.95 Apr 20 0.70 7.06 8.47
Margherita Portfolio Davide Pisicchio 3.91 Apr 20 -3.70 -0.21 2.44
Dynamic 40/60 Income The Lazy Team 3.76 Apr 20 -2.66 -1.43 0.05
Developed World ex-US 40/60 3.69 Apr 20 -4.88 1.03 3.94
Aim comfortable trip Aim Ways 3.68 Apr 20 -4.64 1.53 5.71
Ulcer Free Strategy Aim Ways 3.66 Apr 20 -3.83 0.72 3.01
Paul Boyer Portfolio Paul Boyer 3.57 Apr 20 -5.89 3.18 7.60
Desert Portfolio with Bitcoin Gyroscopic Investing 3.55 Apr 20, 08:00PM -3.39 -0.99 1.05
PISI Portfolio Davide Pisicchio 3.54 Apr 20 -4.11 -0.45 2.24
Eliminate Fat Tails Larry Swedroe 3.52 Apr 20 -2.51 1.55 2.80
All Weather Portfolio with Bitcoin Ray Dalio 3.51 Apr 20, 08:00PM -3.11 0.89 2.05
Stocks/Bonds 20/80 Momentum 3.47 Apr 20 -2.39 -0.77 -0.56
Gold Pivot Ptf Aim Ways 3.44 Apr 20 -5.96 1.82 7.22
Permanent Portfolio with Bitcoin Harry Browne 3.41 Apr 20, 08:00PM -5.06 0.78 4.22
Desert Portfolio Gyroscopic Investing 3.37 Apr 20 -3.65 -0.38 2.47
Simplified Permanent Portfolio The Lazy Team 3.35 Apr 20 -5.45 1.07 5.68
Sheltered Sam 40/60 Bill Bernstein 3.30 Apr 20 -2.94 0.94 2.97
All Weather Portfolio Ray Dalio 3.30 Apr 20 -3.08 1.71 3.58
Permanent Portfolio Harry Browne 3.23 Apr 20 -5.30 1.40 5.62
Seven Value Scott Burns 3.21 Apr 20 -2.23 5.84 7.34
Rob Arnott Portfolio Rob Arnott 3.15 Apr 20 -1.71 2.78 3.68
Six Ways from Sunday Scott Burns 3.05 Apr 20 -1.79 6.29 7.52
Larry Portfolio Larry Swedroe 3.03 Apr 20 -2.98 0.96 2.79
Gold 2.74 Apr 20 -11.05 8.57 21.05
All Country World 20/80 2.69 Apr 20 -2.98 -0.55 0.92
Sheltered Sam 30/70 Bill Bernstein 2.62 Apr 20 -2.43 0.78 2.47
Stocks/Bonds 20/80 2.51 Apr 20 -2.39 -0.76 0.46
LifeStrategy Income Fund Vanguard 2.40 Apr 20 -2.77 -0.30 1.02
Edge Select Conservative Merrill Lynch 2.22 Apr 20 -2.16 0.14 1.56
High Yield Bonds Income The Lazy Team 2.22 Apr 20 -2.13 -0.78 0.41
Dimensional Retirement Income Fund DFA 2.22 Apr 20 -2.01 0.13 1.18
Developed World ex-US 20/80 2.19 Apr 20 -3.54 0.45 2.11
Robo Advisor 20 Value Tilt Betterment 2.18 Apr 20 -2.23 0.16 1.76
US Stocks Minimum Volatility 2.16 Apr 20 -4.79 -1.10 -1.72
Sheltered Sam 20/80 Bill Bernstein 1.94 Apr 20 -1.90 0.63 1.96
Robo Advisor 10 Value Tilt Betterment 1.28 Apr 20 -1.39 0.20 1.55
Sheltered Sam 10/90 Bill Bernstein 1.26 Apr 20 -1.37 0.48 1.45
Conservative Income Charles Schwab 1.19 Apr 20 -1.38 0.34 0.92
All Country World Bonds 1.16 Apr 20 -2.14 -0.26 0.73
US Inflation Protection 0.95 Apr 20 -1.36 0.41 0.33
Cockroach Portfolio Tony Dong 0.85 Apr 20 -6.76 3.58 8.65
Total Bond US 0.84 Apr 20 -1.74 0.05 0.95
10-year Treasury 0.75 Apr 20 -2.32 -0.14 0.79
Total Bond Developed World ex-US 0.69 Apr 20 -2.14 -0.13 0.17
Sheltered Sam 0/100 Bill Bernstein 0.58 Apr 20 -0.83 0.32 0.93
Robo Advisor 0 Betterment 0.37 Apr 20 -0.53 0.24 1.34
Short Term Treasury 0.34 Apr 20 -0.47 0.27 1.34
US Cash 0.20 Apr 20 0.29 0.85 1.84
Berkshire Hathaway Warren Buffett -1.59 Apr 20 -5.13 -4.86 -4.78