Last Update - Mar 20 2023, 04:00PM 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 Feb 23
|
|||||
|---|---|---|---|---|---|---|
| Asset Class | Mar 23▾ | Time(ET) | 1M | 3M | 6M | |
| Gold (GLD) | 8.28 | Mar 20, 04:00PM | -5.37 | 3.02 | 6.60 | |
| Long Term Treasuries (TLT) | 4.39 | Mar 20, 04:00PM | -5.09 | -0.53 | -8.03 | |
| US Technology (QQQ) | 4.23 | Mar 20, 04:00PM | -0.36 | 0.31 | -1.49 | |
| International Bonds (BNDX) | 2.83 | Mar 20, 04:00PM | -1.50 | -1.95 | -1.94 | |
| US Total Bond Market (BND) | 2.08 | Mar 20, 04:00PM | -2.90 | -0.49 | -2.30 | |
| Invest. Grade Bonds (LQD) | 2.01 | Mar 20, 04:00PM | -4.17 | -0.79 | -1.27 | |
| TIPS (TIP) | 1.44 | Mar 20, 04:00PM | -1.35 | -0.63 | -4.27 | |
| US Cash (BIL) | 0.30 | Mar 20, 04:00PM | 0.35 | 1.00 | 1.68 | |
| US Large Cap (SPY) | -0.26 | Mar 20, 04:00PM | -2.51 | -2.35 | 1.16 | |
| Pacific (VPL) | -0.55 | Mar 20, 04:00PM | -5.58 | 0.27 | 4.40 | |
| Emerg. Market Bonds (EMB) | -0.77 | Mar 20, 04:00PM | -3.04 | -0.61 | 2.03 | |
| High Yield Bonds (HYG) | -1.23 | Mar 20, 04:00PM | -2.36 | -0.56 | 2.33 | |
| Emerging Markets (EEM) | -1.26 | Mar 20, 04:00PM | -7.57 | -1.80 | -1.58 | |
| US Total Stock Market (VTI) | -1.32 | Mar 20, 04:00PM | -2.40 | -1.75 | 1.41 | |
| EAFE Stocks (EFA) | -1.61 | Mar 20, 04:00PM | -3.07 | 3.73 | 12.84 | |
| World All Countries (VT) | -1.66 | Mar 20, 04:00PM | -3.18 | -0.40 | 3.79 | |
| Europe (VGK) | -2.88 | Mar 20, 04:00PM | -1.71 | 5.88 | 17.68 | |
| Commodities (DBC) | -4.17 | Mar 20, 04:00PM | -4.46 | -6.22 | -7.06 | |
| Latin America (FLLA) | -4.37 | Mar 20, 02:37PM | -7.17 | -1.96 | 4.26 | |
| US REITs (VNQ) | -4.96 | Mar 20, 04:00PM | -5.86 | -1.30 | -5.50 | |
| US Small Cap (IJR) | -7.84 | Mar 20, 04:00PM | -1.21 | 0.96 | 6.33 | |
| Preferred Stocks (PFF) | -8.15 | Mar 20, 04:00PM | -2.68 | 3.22 | 0.29 | |
Stocks
Bonds
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 Mar 23) 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.
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 Feb 23
|
|||||
|---|---|---|---|---|---|---|
| Asset Class | Mar 23▾ | Time(ET) | 1M | 3M | 6M | |
|
Gold |
8.28 | Mar 20, 04:00PM | -5.37 | 3.02 | 6.60 | |
|
Simplified Permanent Portfolio 2x Leveraged |
7.08 | Mar 20, 04:00PM | -7.55 | -2.12 | -3.03 | |
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
5.18 | Mar 20, 04:00PM | -6.84 | -3.67 | -5.92 | |
|
Technology |
4.23 | Mar 20, 04:00PM | -0.36 | 0.31 | -1.49 | |
|
All Weather Portfolio 2x Leveraged Ray Dalio |
4.19 | Mar 20, 04:00PM | -8.48 | -4.88 | -4.67 | |
|
Simplified Permanent Portfolio |
3.47 | Mar 20, 04:00PM | -3.58 | -0.15 | 0.15 | |
|
10-year Treasury |
3.45 | Mar 20, 04:00PM | -3.27 | -1.30 | -4.00 | |
|
Stocks/Bonds 40/60 2x Leveraged |
3.41 | Mar 20, 04:00PM | -6.29 | -4.94 | -7.43 | |
|
Permanent Portfolio with Bitcoin Harry Browne |
3.10 | Mar 20, 07:58PM | -3.03 | 1.44 | 1.45 | |
|
Permanent Portfolio Harry Browne |
2.91 | Mar 20, 04:00PM | -3.18 | 0.75 | 0.99 | |
|
Total Bond Developed World ex-US |
2.83 | Mar 20, 04:00PM | -1.50 | -1.95 | -1.94 | |
|
Golden Butterfly 2x Leveraged |
2.48 | Mar 20, 04:00PM | -6.56 | -1.50 | -0.85 | |
|
Paul Boyer Portfolio Paul Boyer |
2.44 | Mar 20, 04:00PM | -4.00 | 0.76 | 0.54 | |
|
All Weather Portfolio with Bitcoin Ray Dalio |
2.24 | Mar 20, 07:58PM | -3.70 | -0.20 | -2.38 | |
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
2.24 | Mar 20, 07:58PM | -2.54 | 0.07 | 0.33 | |
|
Total Bond US |
2.08 | Mar 20, 04:00PM | -2.90 | -0.49 | -2.30 | |
|
Desert Portfolio Gyroscopic Investing |
2.06 | Mar 20, 04:00PM | -2.69 | -0.60 | -0.13 | |
|
Stocks/Bonds 60/40 2x Leveraged |
1.92 | Mar 20, 04:00PM | -6.07 | -5.43 | -5.94 | |
|
All Country World Bonds |
1.91 | Mar 20, 04:00PM | -2.43 | -1.03 | -1.58 | |
|
All Weather Portfolio Ray Dalio |
1.91 | Mar 20, 04:00PM | -3.85 | -0.94 | -2.92 | |
|
Developed World ex-US 20/80 |
1.82 | Mar 20, 04:00PM | -1.92 | -0.97 | 0.41 | |
|
Short Term Treasury |
1.66 | Mar 20, 04:00PM | -0.99 | -0.10 | -0.74 | |
|
Robo Advisor 0 Betterment |
1.64 | Mar 20, 04:00PM | -1.03 | -0.08 | -0.71 | |
|
Sheltered Sam 0/100 Bill Bernstein |
1.57 | Mar 20, 04:00PM | -1.14 | -0.28 | -2.08 | |
|
LifeStrategy Income Fund Vanguard |
1.54 | Mar 20, 04:00PM | -2.63 | -0.79 | -1.04 | |
|
US Inflation Protection |
1.44 | Mar 20, 04:00PM | -1.35 | -0.63 | -4.27 | |
|
Stocks/Bonds 20/80 |
1.40 | Mar 20, 04:00PM | -2.80 | -0.69 | -1.56 | |
|
Robo Advisor 10 Betterment |
1.25 | Mar 20, 04:00PM | -1.47 | -0.15 | -0.26 | |
|
All Country World 20/80 |
1.20 | Mar 20, 04:00PM | -2.59 | -0.87 | -0.53 | |
|
Stocks/Bonds 20/80 Momentum |
1.12 | Mar 20, 04:00PM | -3.12 | -2.06 | -1.86 | |
|
Marc Faber Portfolio Marc Faber |
1.08 | Mar 20, 04:00PM | -4.45 | 0.48 | 0.92 | |
|
Stocks/Bonds 40/60 with Bitcoin |
1.06 | Mar 20, 07:58PM | -2.60 | -0.17 | -0.23 | |
|
Sheltered Sam 10/90 Bill Bernstein |
1.05 | Mar 20, 04:00PM | -1.37 | -0.28 | -1.40 | |
|
Conservative Income Charles Schwab |
0.97 | Mar 20, 04:00PM | -1.88 | -0.19 | -1.35 | |
|
Global Market Portfolio Credit Suisse |
0.95 | Mar 20, 04:00PM | -3.81 | -0.96 | -0.82 | |
|
Stocks/Bonds 40/60 ESG |
0.95 | Mar 20, 03:59PM | -2.42 | -0.46 | -0.86 | |
|
Edge Select Moderately Conservative Merrill Lynch |
0.92 | Mar 20, 04:00PM | -2.87 | -0.59 | 0.11 | |
|
Golden Butterfly with Bitcoin |
0.91 | Mar 20, 07:58PM | -2.97 | 1.59 | 2.59 | |
|
GAA Global Asset Allocation Mebane Faber |
0.88 | Mar 20, 04:00PM | -3.76 | -0.71 | -0.47 | |
|
Robo Advisor 20 Betterment |
0.83 | Mar 20, 04:00PM | -1.90 | -0.26 | 0.20 | |
|
Developed World ex-US 40/60 |
0.82 | Mar 20, 04:00PM | -2.32 | 0.00 | 2.86 | |
|
Edge Select Conservative Merrill Lynch |
0.82 | Mar 20, 04:00PM | -2.05 | -0.41 | 0.36 | |
|
Developed World ex-US 40/60 Momentum |
0.81 | Mar 20, 04:00PM | -1.92 | -0.79 | 1.96 | |
|
LifeStrategy Conservative Growth Vanguard |
0.78 | Mar 20, 04:00PM | -2.78 | -0.66 | 0.14 | |
|
Golden Butterfly |
0.73 | Mar 20, 04:00PM | -3.13 | 0.93 | 2.14 | |
|
Stocks/Bonds 40/60 |
0.72 | Mar 20, 04:00PM | -2.69 | -0.91 | -0.81 | |
|
Sheltered Sam 20/80 Bill Bernstein |
0.54 | Mar 20, 04:00PM | -1.59 | -0.28 | -0.72 | |
|
Lifepath Fund iShares |
0.51 | Mar 20, 04:00PM | -2.81 | -0.47 | -0.16 | |
|
All Country World 40/60 |
0.48 | Mar 20, 04:00PM | -2.74 | -0.74 | 0.53 | |
|
Dimensional Retirement Income Fund DFA |
0.46 | Mar 17 | -1.39 | 0.04 | -0.97 | |
|
Rob Arnott Portfolio Rob Arnott |
0.43 | Mar 20, 04:00PM | -3.52 | -1.43 | -2.23 | |
|
Stocks/Bonds 60/40 ESG |
0.41 | Mar 20, 03:59PM | -2.33 | -0.66 | -0.31 | |
|
Stocks/Bonds 60/40 with Bitcoin |
0.38 | Mar 20, 07:58PM | -2.50 | -0.44 | 0.51 | |
|
Edge Select Moderate Merrill Lynch |
0.34 | Mar 20, 04:00PM | -3.03 | -0.42 | 0.92 | |
|
Four Square Scott Burns |
0.30 | Mar 20, 04:00PM | -2.44 | -0.63 | 0.51 | |
|
US Stocks Minimum Volatility |
0.20 | Mar 20, 04:00PM | -3.50 | -5.70 | -0.22 | |
|
Larry Portfolio Larry Swedroe |
0.17 | Mar 20, 04:00PM | -2.67 | 0.13 | 0.31 | |
|
Stocks/Bonds 40/60 Momentum |
0.16 | Mar 20, 04:00PM | -3.34 | -3.63 | -1.37 | |
|
Couch Potato Scott Burns |
0.06 | Mar 20, 04:00PM | -1.89 | -1.11 | -1.50 | |
|
Dimensional 2030 Retirement Income DFA |
0.05 | Mar 20, 04:00PM | -2.45 | -0.63 | 0.20 | |
|
Stocks/Bonds 60/40 |
0.04 | Mar 20, 04:00PM | -2.60 | -1.16 | -0.07 | |
|
LifeStrategy Moderate Growth Vanguard |
0.02 | Mar 20, 04:00PM | -2.92 | -0.55 | 1.34 | |
|
Sheltered Sam 30/70 Bill Bernstein |
0.02 | Mar 20, 04:00PM | -1.82 | -0.28 | -0.02 | |
|
Edge Select Moderately Aggressive Merrill Lynch |
-0.05 | Mar 20, 04:00PM | -3.08 | -0.38 | 1.63 | |
|
Warren Buffett Portfolio Warren Buffett |
-0.16 | Mar 20, 04:00PM | -2.27 | -1.88 | 0.84 | |
|
Developed World ex-US 60/40 |
-0.19 | Mar 20, 04:00PM | -2.71 | 0.98 | 5.39 | |
|
High Yield Bonds Income |
-0.19 | Mar 20, 04:00PM | -3.28 | -0.50 | 1.22 | |
|
Developed World ex-US 60/40 Momentum |
-0.20 | Mar 20, 04:00PM | -2.12 | -0.20 | 4.05 | |
|
All Country World 60/40 |
-0.23 | Mar 20, 04:00PM | -2.89 | -0.61 | 1.60 | |
|
Sandwich Portfolio Bob Clyatt |
-0.32 | Mar 20, 04:00PM | -2.89 | -0.26 | 0.74 | |
|
Simple and Cheap Time Inc |
-0.34 | Mar 20, 04:00PM | -3.23 | -0.59 | 0.45 | |
|
Robo Advisor 50 Betterment |
-0.40 | Mar 20, 04:00PM | -2.95 | -0.59 | 1.64 | |
|
Andrew Tobias Portfolio Andrew Tobias |
-0.42 | Mar 20, 04:00PM | -2.18 | 0.77 | 4.31 | |
|
Simple Path to Wealth JL Collins |
-0.47 | Mar 20, 04:00PM | -2.52 | -1.37 | 0.49 | |
|
Sheltered Sam 40/60 Bill Bernstein |
-0.49 | Mar 20, 04:00PM | -2.04 | -0.29 | 0.69 | |
|
Edge Select Aggressive Merrill Lynch |
-0.55 | Mar 20, 04:00PM | -3.12 | -0.34 | 2.37 | |
|
Margaritaville Scott Burns |
-0.56 | Mar 20, 04:00PM | -2.74 | -0.21 | 1.34 | |
|
Stocks/Bonds 80/20 |
-0.64 | Mar 20, 04:00PM | -2.50 | -1.44 | 0.67 | |
|
US Stocks ESG |
-0.67 | Mar 20, 03:59PM | -2.17 | -1.24 | 0.69 | |
|
LifeStrategy Growth Fund Vanguard |
-0.74 | Mar 20, 04:00PM | -3.06 | -0.46 | 2.56 | |
|
Five Fold Scott Burns |
-0.76 | Mar 20, 04:00PM | -3.15 | -0.72 | -0.61 | |
|
Eliminate Fat Tails Larry Swedroe |
-0.76 | Mar 20, 04:00PM | -1.74 | 0.16 | -0.09 | |
|
Three Funds Bogleheads |
-0.77 | Mar 20, 04:00PM | -3.10 | -0.43 | 2.42 | |
|
Stocks/Bonds 60/40 Momentum |
-0.79 | Mar 20, 04:00PM | -3.57 | -5.20 | -0.83 | |
|
Tilt Toward Value Time Inc |
-0.83 | Mar 20, 04:00PM | -3.13 | -0.64 | 0.79 | |
|
Four Funds Bogleheads |
-0.84 | Mar 20, 04:00PM | -2.96 | -0.45 | 2.19 | |
|
Nano Portfolio John Wasik |
-0.88 | Mar 20, 04:00PM | -3.15 | 0.00 | 0.30 | |
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
-0.90 | Mar 20, 04:00PM | -2.98 | -0.33 | 1.18 | |
|
Yale Endowment David Swensen |
-0.91 | Mar 20, 04:00PM | -3.79 | -0.59 | -0.99 | |
|
All Country World 80/20 |
-0.94 | Mar 20, 04:00PM | -3.04 | -0.50 | 2.69 | |
|
Pinwheel |
-0.98 | Mar 20, 04:00PM | -3.53 | 0.68 | 2.70 | |
|
Sheltered Sam 50/50 Bill Bernstein |
-1.01 | Mar 20, 04:00PM | -2.26 | -0.30 | 1.40 | |
|
Core Four Rick Ferri |
-1.04 | Mar 20, 04:00PM | -3.27 | -0.59 | 1.54 | |
|
Lazy Portfolio David Swensen |
-1.09 | Mar 20, 04:00PM | -3.53 | -0.75 | -0.60 | |
|
Second Grader's Starter Paul Farrell |
-1.11 | Mar 20, 04:00PM | -3.05 | -0.57 | 2.81 | |
|
Gretchen Tai Portfolio Gretchen Tai |
-1.14 | Mar 20, 04:00PM | -3.37 | 0.05 | 2.31 | |
|
Developed World ex-US 80/20 |
-1.19 | Mar 20, 04:00PM | -3.10 | 1.96 | 8.04 | |
|
Emerging Markets Stocks |
-1.26 | Mar 20, 04:00PM | -7.57 | -1.80 | -1.58 | |
|
US Stocks |
-1.32 | Mar 20, 04:00PM | -2.40 | -1.75 | 1.41 | |
|
Perfect Portfolio Ben Stein |
-1.33 | Mar 20, 04:00PM | -3.08 | -0.43 | 3.22 | |
|
Late Sixties and Beyond Burton Malkiel |
-1.37 | Mar 20, 04:00PM | -3.56 | -0.88 | 1.53 | |
|
Talmud Portfolio Roger Gibson |
-1.40 | Mar 20, 04:00PM | -3.75 | -1.08 | -2.02 | |
|
Talmud Portfolio 2x Leveraged Roger Gibson |
-1.41 | Mar 20, 04:00PM | -8.49 | -5.24 | -9.74 | |
|
Mid-Fifties Burton Malkiel |
-1.45 | Mar 20, 04:00PM | -3.77 | -0.82 | 1.93 | |
|
Family Taxable Portfolio Ted Aronson |
-1.45 | Mar 20, 04:00PM | -3.26 | -0.24 | 1.49 | |
|
Late Thirties to Early Forties Burton Malkiel |
-1.46 | Mar 20, 04:00PM | -3.75 | -0.71 | 2.26 | |
|
One-Decision Portfolio Marvin Appel |
-1.49 | Mar 20, 04:00PM | -2.65 | -0.08 | 0.60 | |
|
Mid-Twenties Burton Malkiel |
-1.49 | Mar 20, 04:00PM | -3.79 | -0.61 | 2.30 | |
|
Gone Fishin' Portfolio Alexander Green |
-1.50 | Mar 20, 04:00PM | -3.39 | 0.03 | 2.62 | |
|
Sheltered Sam 60/40 Bill Bernstein |
-1.53 | Mar 20, 04:00PM | -2.48 | -0.32 | 2.12 | |
|
Ultimate Buy&Hold FundAdvice |
-1.54 | Mar 20, 04:00PM | -2.65 | 0.70 | 2.51 | |
|
Coward's Portfolio Bill Bernstein |
-1.56 | Mar 20, 04:00PM | -2.39 | -0.10 | 2.39 | |
|
Simple Money Portfolio Tim Maurer |
-1.65 | Mar 20, 04:00PM | -2.39 | 0.95 | 4.29 | |
|
All Country World Stocks |
-1.66 | Mar 20, 04:00PM | -3.18 | -0.40 | 3.79 | |
|
Stocks/Bonds 80/20 Momentum |
-1.75 | Mar 20, 04:00PM | -3.80 | -6.76 | -0.23 | |
|
Robo Advisor 80 Betterment |
-1.78 | Mar 20, 04:00PM | -3.38 | -0.46 | 3.29 | |
|
Six Ways from Sunday Scott Burns |
-1.82 | Mar 20, 04:00PM | -3.77 | -1.77 | 1.98 | |
|
Coffeehouse Bill Schultheis |
-1.96 | Mar 20, 04:00PM | -3.04 | -0.32 | 1.53 | |
|
Dynamic 40/60 Income |
-1.96 | Mar 20, 04:00PM | -2.31 | 0.15 | 1.14 | |
|
Five Asset Roger Gibson |
-1.98 | Mar 20, 04:00PM | -3.94 | -1.58 | -1.24 | |
|
Sheltered Sam 70/30 Bill Bernstein |
-2.04 | Mar 20, 04:00PM | -2.69 | -0.34 | 2.86 | |
|
Ideal Index Frank Armstrong |
-2.06 | Mar 20, 04:00PM | -2.84 | 0.22 | 3.27 | |
|
Seven Value Scott Burns |
-2.07 | Mar 20, 04:00PM | -3.69 | -2.06 | 2.40 | |
|
No Brainer Portfolio Bill Bernstein |
-2.08 | Mar 20, 04:00PM | -2.27 | 0.24 | 3.49 | |
|
Big Rocks Portfolio Larry Swedroe |
-2.08 | Mar 20, 04:00PM | -2.20 | 0.45 | 3.00 | |
|
7Twelve Portfolio Craig Israelsen |
-2.11 | Mar 20, 04:00PM | -3.20 | -1.02 | -0.70 | |
|
Developed World ex-US Stocks |
-2.20 | Mar 20, 04:00PM | -3.47 | 2.95 | 10.79 | |
|
Long Term Portfolio Ben Stein |
-2.21 | Mar 20, 04:00PM | -2.84 | 0.57 | 3.59 | |
|
Developed World ex-US Stocks Momentum |
-2.23 | Mar 20, 03:53PM | -2.53 | 1.00 | 8.57 | |
|
Robo Advisor 90 Betterment |
-2.25 | Mar 20, 04:00PM | -3.48 | -0.38 | 3.96 | |
|
Ivy Portfolio Mebane Faber |
-2.46 | Mar 20, 04:00PM | -3.98 | -1.35 | -1.69 | |
|
Robo Advisor 100 Betterment |
-2.53 | Mar 20, 04:00PM | -3.49 | -0.12 | 5.14 | |
|
Sheltered Sam 80/20 Bill Bernstein |
-2.56 | Mar 20, 04:00PM | -2.91 | -0.36 | 3.60 | |
|
US Stocks Momentum |
-2.71 | Mar 20, 04:00PM | -4.04 | -8.31 | 0.42 | |
|
Dynamic 60/40 Income |
-2.80 | Mar 20, 04:00PM | -2.90 | 0.08 | -0.22 | |
|
European Stocks |
-2.88 | Mar 20, 04:00PM | -1.71 | 5.88 | 17.68 | |
|
US Stocks Value |
-2.90 | Mar 20, 03:59PM | -3.08 | -0.07 | 7.93 | |
|
Robust Alpha Architect |
-2.93 | Mar 20, 04:00PM | -3.39 | -2.54 | 0.83 | |
|
Sheltered Sam 90/10 Bill Bernstein |
-3.08 | Mar 20, 04:00PM | -3.12 | -0.39 | 4.35 | |
|
Ark Tech Portfolio Cathie Wood |
-3.36 | Mar 20, 04:00PM | -1.95 | 5.07 | -6.16 | |
|
Sheltered Sam 100/0 Bill Bernstein |
-3.59 | Mar 20, 04:00PM | -3.32 | -0.42 | 5.11 | |
|
Aggressive Global Income |
-3.79 | Mar 20, 04:00PM | -2.64 | -0.23 | 5.26 | |
|
Cape US Sector Value Robert Shiller |
-3.80 | Mar 20, 03:59PM | -2.26 | -0.35 | 1.44 | |
|
Ultimate Buy and Hold Strategy Paul Merriman |
-4.00 | Mar 20, 04:00PM | -3.31 | 1.25 | 5.82 | |
|
US Stocks Equal Weight |
-5.10 | Mar 20, 04:00PM | -3.38 | -1.08 | 5.05 | |
