Last Update - Nov 29 2022, 03:00PM 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).
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 Monthly Return (%)
Return (%) as of Oct 22
Asset Class Nov 22 Time(ET) 1M 3M 6M
Emerging Markets (EEM) 12.27 Nov 29, 02:59PM -1.98 -14.44 -18.62
Europe (VGK) 11.39 Nov 29, 02:59PM 8.43 -9.38 -12.23
EAFE Stocks (EFA) 11.22 Nov 29, 02:59PM 5.89 -9.75 -11.64
Pacific (VPL) 11.16 Nov 29, 02:59PM 2.52 -11.72 -13.62
Emerg. Market Bonds (EMB) 8.73 Nov 29, 02:59PM -0.17 -9.26 -11.06
Gold (GLD) 7.23 Nov 29, 02:59PM -1.78 -7.43 -14.13
Long Term Treasuries (TLT) 6.55 Nov 29, 03:00PM -5.97 -17.64 -18.59
Invest. Grade Bonds (LQD) 5.52 Nov 29, 02:59PM -0.75 -10.82 -8.56
World All Countries (VT) 5.33 Nov 29, 02:59PM 6.38 -7.66 -8.80
Preferred Stocks (PFF) 3.96 Nov 29, 02:59PM -3.15 -10.96 -7.72
US REITs (VNQ) 3.36 Nov 29, 03:00PM 3.51 -15.23 -18.78
US Total Bond Market (BND) 2.94 Nov 29, 02:59PM -1.16 -7.94 -6.55
US Large Cap (SPY) 2.21 Nov 29, 03:00PM 8.13 -5.87 -5.47
International Bonds (BNDX) 2.16 Nov 29, 02:59PM 0.54 -5.89 -5.17
US Total Stock Market (VTI) 1.92 Nov 29, 02:59PM 8.11 -5.52 -5.43
High Yield Bonds (HYG) 1.88 Nov 29, 03:00PM 3.36 -4.80 -4.04
US Small Cap (IJR) 1.60 Nov 29, 03:00PM 12.31 -3.11 -0.69
US Technology (QQQ) 0.83 Nov 29, 03:00PM 4.00 -11.73 -10.94
TIPS (TIP) 0.38 Nov 29, 03:00PM 1.42 -8.86 -8.80
US Cash (BIL) 0.30 Nov 29, 03:00PM 0.16 0.56 0.71
Commodities (DBC) -0.92 Nov 29, 02:59PM 5.06 -3.79 -8.75
Latin America (FLLA) -2.40 Nov 29, 02:56PM 10.11 8.40 1.40
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 Nov 22) 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.
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 Monthly Return (%)
Return (%) as of Oct 22
Asset Class Nov 22 Time(ET) 1M 3M 6M
Emerging Markets Stocks
12.27 Nov 29, 02:59PM -1.98 -14.44 -18.62
European Stocks
11.39 Nov 29, 02:59PM 8.43 -9.38 -12.23
Developed World ex-US Stocks
10.53 Nov 29, 02:59PM 6.08 -9.95 -12.47
Developed World ex-US 80/20
8.85 Nov 29, 02:59PM 4.80 -9.08 -10.95
Developed World ex-US Stocks Momentum
8.54 Nov 29, 02:56PM 6.88 -6.98 -10.69
All Weather Portfolio 2x Leveraged
Ray Dalio
8.16 Nov 29, 03:00PM 8.98 -13.63 -14.75
Gold
7.23 Nov 29, 02:59PM -1.78 -7.43 -14.13
Developed World ex-US 60/40
7.18 Nov 29, 02:59PM 3.62 -8.24 -9.46
Simplified Permanent Portfolio 2x Leveraged
7.14 Nov 29, 03:00PM 0.51 -17.35 -19.54
Ultimate Buy and Hold Strategy
Paul Merriman
6.70 Nov 29, 03:00PM 7.03 -8.06 -9.84
Robo Advisor 100
Betterment
6.36 Nov 29, 02:59PM 7.05 -6.90 -8.21
Golden Butterfly 2x Leveraged
6.08 Nov 29, 03:00PM 4.62 -15.72 -17.21
Developed World ex-US 60/40 Momentum
5.99 Nov 29, 02:59PM 4.04 -6.51 -8.38
Mid-Twenties
Burton Malkiel
5.99 Nov 29, 03:00PM 4.53 -8.50 -9.95
Robo Advisor 90
Betterment
5.93 Nov 29, 03:00PM 6.25 -7.02 -8.33
Late Thirties to Early Forties
Burton Malkiel
5.91 Nov 29, 03:00PM 4.57 -8.34 -9.70
Mid-Fifties
Burton Malkiel
5.82 Nov 29, 03:00PM 4.35 -8.43 -9.74
Robo Advisor 80
Betterment
5.71 Nov 29, 03:00PM 5.45 -7.17 -8.30
Desert Portfolio 2x Leveraged
Gyroscopic Investing
5.71 Nov 29, 03:00PM 1.62 -17.68 -17.16
Developed World ex-US 40/60
5.51 Nov 29, 02:59PM 2.52 -7.43 -8.00
Gretchen Tai Portfolio
Gretchen Tai
5.47 Nov 29, 03:00PM 4.02 -8.80 -9.87
Global Market Portfolio
Credit Suisse
5.39 Nov 29, 03:00PM 1.31 -10.25 -10.53
All Country World Stocks
5.33 Nov 29, 02:59PM 6.38 -7.66 -8.80
Paul Boyer Portfolio
Paul Boyer
5.29 Nov 29, 03:00PM -0.57 -8.53 -10.78
Late Sixties and Beyond
Burton Malkiel
5.27 Nov 29, 03:00PM 3.99 -7.86 -8.99
High Yield Bonds Income
5.23 Nov 29, 03:00PM 1.19 -8.42 -8.14
Robo Advisor 50
Betterment
5.12 Nov 29, 03:00PM 3.18 -7.38 -7.93
Gone Fishin' Portfolio
Alexander Green
5.06 Nov 29, 03:00PM 4.19 -8.07 -9.04
Aggressive Global Income
4.99 Nov 29, 03:00PM 8.04 -5.17 -5.97
Family Taxable Portfolio
Ted Aronson
4.98 Nov 29, 03:00PM 4.48 -8.66 -9.13
All Country World 80/20
4.97 Nov 29, 02:59PM 4.88 -7.60 -8.37
Marc Faber Portfolio
Marc Faber
4.97 Nov 29, 03:00PM 1.29 -9.69 -12.46
GAA Global Asset Allocation
Mebane Faber
4.97 Nov 29, 03:00PM 1.77 -9.60 -10.49
LifeStrategy Growth Fund
Vanguard
4.91 Nov 29, 02:59PM 4.71 -7.53 -8.13
Pinwheel
4.86 Nov 29, 03:00PM 3.38 -7.55 -9.22
Three Funds
Bogleheads
4.78 Nov 29, 02:59PM 4.69 -7.56 -8.06
Sheltered Sam 100/0
Bill Bernstein
4.76 Nov 29, 03:00PM 8.65 -5.32 -6.69
Developed World ex-US 40/60 Momentum
4.72 Nov 29, 02:59PM 2.79 -6.29 -7.28
Second Grader's Starter
Paul Farrell
4.68 Nov 29, 02:59PM 5.69 -7.31 -7.96
Edge Select Aggressive
Merrill Lynch
4.68 Nov 29, 03:00PM 4.76 -7.79 -8.37
Perfect Portfolio
Ben Stein
4.62 Nov 29, 03:00PM 5.67 -5.05 -5.81
Stocks/Bonds 40/60 2x Leveraged
4.62 Nov 29, 03:00PM 3.54 -17.53 -15.41
All Country World 60/40
4.61 Nov 29, 02:59PM 3.45 -7.55 -7.94
Long Term Portfolio
Ben Stein
4.61 Nov 29, 03:00PM 5.00 -6.34 -7.39
Talmud Portfolio 2x Leveraged
Roger Gibson
4.55 Nov 29, 03:00PM 5.27 -21.12 -22.23
Simple Money Portfolio
Tim Maurer
4.53 Nov 29, 03:00PM 4.76 -5.96 -6.24
Four Funds
Bogleheads
4.53 Nov 29, 03:00PM 4.98 -7.66 -8.30
Andrew Tobias Portfolio
Andrew Tobias
4.52 Nov 29, 03:00PM 4.22 -5.63 -6.10
Yale Endowment
David Swensen
4.48 Nov 29, 03:00PM 3.32 -10.78 -12.25
Ideal Index
Frank Armstrong
4.47 Nov 29, 03:00PM 4.60 -5.74 -6.54
Ultimate Buy&Hold
FundAdvice
4.39 Nov 29, 03:00PM 3.77 -7.00 -7.65
Core Four
Rick Ferri
4.37 Nov 29, 03:00PM 4.61 -8.02 -8.68
LifeStrategy Moderate Growth
Vanguard
4.36 Nov 29, 02:59PM 3.26 -7.47 -7.62
Edge Select Moderately Aggressive
Merrill Lynch
4.36 Nov 29, 03:00PM 3.77 -7.86 -7.98
Margaritaville
Scott Burns
4.34 Nov 29, 03:00PM 4.23 -8.34 -9.19
Sheltered Sam 90/10
Bill Bernstein
4.33 Nov 29, 03:00PM 7.71 -5.26 -6.46
All Country World 40/60
4.25 Nov 29, 02:59PM 2.10 -7.49 -7.51
Stocks/Bonds 60/40 2x Leveraged
4.23 Nov 29, 03:00PM 7.19 -16.34 -15.34
Simple and Cheap
Time Inc
4.17 Nov 29, 03:00PM 2.96 -8.26 -8.68
Edge Select Moderate
Merrill Lynch
4.05 Nov 29, 03:00PM 2.81 -7.86 -7.45
US Stocks Equal Weight
4.01 Nov 29, 02:59PM 9.65 -3.87 -4.42
Permanent Portfolio
Harry Browne
4.00 Nov 29, 03:00PM 0.14 -7.02 -9.08
Nano Portfolio
John Wasik
3.96 Nov 29, 03:00PM 3.36 -9.43 -10.26
All Country World 20/80
3.89 Nov 29, 02:59PM 0.81 -7.44 -7.10
Sheltered Sam 80/20
Bill Bernstein
3.89 Nov 29, 03:00PM 6.80 -5.21 -6.23
Developed World ex-US 20/80
3.84 Nov 29, 02:59PM 1.50 -6.64 -6.57
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
3.83 Nov 29, 03:00PM 4.52 -8.20 -8.78
Four Square
Scott Burns
3.81 Nov 29, 03:00PM 3.20 -7.73 -8.19
Tilt Toward Value
Time Inc
3.81 Nov 29, 03:00PM 3.74 -7.49 -7.76
LifeStrategy Conservative Growth
Vanguard
3.81 Nov 29, 02:59PM 1.88 -7.42 -7.11
US Stocks Value
3.79 Nov 29, 02:59PM 11.44 -0.98 -2.01
Lazy Portfolio
David Swensen
3.77 Nov 29, 03:00PM 3.54 -9.20 -10.31
Sandwich Portfolio
Bob Clyatt
3.76 Nov 29, 03:00PM 2.78 -7.22 -7.33
Rob Arnott Portfolio
Rob Arnott
3.75 Nov 29, 03:00PM 1.64 -9.19 -10.02
All Weather Portfolio
Ray Dalio
3.73 Nov 29, 03:00PM 0.66 -10.00 -11.00
Five Fold
Scott Burns
3.72 Nov 29, 03:00PM 3.26 -9.18 -10.30
No Brainer Portfolio
Bill Bernstein
3.69 Nov 29, 03:00PM 5.53 -5.31 -5.34
Simplified Permanent Portfolio
3.67 Nov 29, 03:00PM 0.61 -8.16 -8.80
Edge Select Moderately Conservative
Merrill Lynch
3.63 Nov 29, 03:00PM 1.88 -7.68 -6.89
Five Asset
Roger Gibson
3.57 Nov 29, 03:00PM 3.89 -8.11 -10.37
Golden Butterfly
3.56 Nov 29, 03:00PM 2.84 -6.57 -7.98
All Country World Bonds
3.54 Nov 29, 02:59PM -0.41 -7.39 -6.69
Lifepath Fund
iShares
3.51 Nov 29, 03:00PM 2.04 -7.78 -7.37
Coffeehouse
Bill Schultheis
3.50 Nov 29, 03:00PM 4.72 -6.72 -6.59
Sheltered Sam 70/30
Bill Bernstein
3.46 Nov 29, 03:00PM 5.91 -5.15 -6.01
Permanent Portfolio with Bitcoin
Harry Browne
3.46 Nov 29, 03:00PM 0.23 -7.07 -9.63
Dynamic 40/60 Income
3.38 Nov 29, 03:00PM 1.47 -6.42 -5.85
Seven Value
Scott Burns
3.31 Nov 29, 03:00PM 9.19 -2.57 -2.43
Dimensional 2030 Retirement Income
DFA
3.29 Nov 29, 03:00PM 3.79 -7.71 -8.22
All Weather Portfolio with Bitcoin
Ray Dalio
3.29 Nov 29, 03:00PM 0.65 -10.14 -11.67
LifeStrategy Income Fund
Vanguard
3.26 Nov 29, 02:59PM 0.59 -7.37 -6.62
Six Ways from Sunday
Scott Burns
3.22 Nov 29, 03:00PM 8.78 -3.02 -2.71
Big Rocks Portfolio
Larry Swedroe
3.16 Nov 29, 03:00PM 4.67 -4.43 -4.92
Ivy Portfolio
Mebane Faber
3.14 Nov 29, 03:00PM 4.12 -8.40 -10.14
Larry Portfolio
Larry Swedroe
3.03 Nov 29, 02:59PM 1.67 -6.44 -5.66
Sheltered Sam 60/40
Bill Bernstein
3.02 Nov 29, 03:00PM 5.06 -5.09 -5.79
Golden Butterfly with Bitcoin
3.02 Nov 29, 03:00PM 2.97 -6.61 -8.53
Coward's Portfolio
Bill Bernstein
3.01 Nov 29, 03:00PM 4.64 -4.35 -4.72
US Stocks Minimum Volatility
3.01 Nov 29, 02:59PM 7.70 -3.07 -2.27
Cape US Sector Value
Robert Shiller
2.99 Nov 29, 02:35PM 7.05 -7.80 -9.21
Total Bond US
2.94 Nov 29, 02:59PM -1.16 -7.94 -6.55
Robust
Alpha Architect
2.81 Nov 29, 03:00PM 7.03 -3.94 -5.45
10-year Treasury
2.76 Nov 29, 03:00PM -1.46 -9.77 -7.34
Talmud Portfolio
Roger Gibson
2.74 Nov 29, 03:00PM 3.28 -9.53 -10.33
Stocks/Bonds 20/80
2.73 Nov 29, 02:59PM 0.51 -7.48 -6.33
Stocks/Bonds 20/80 Momentum
2.67 Nov 29, 02:59PM 1.25 -5.87 -5.07
7Twelve Portfolio
Craig Israelsen
2.66 Nov 29, 03:00PM 3.87 -6.40 -7.39
Edge Select Conservative
Merrill Lynch
2.65 Nov 29, 03:00PM 1.36 -5.08 -4.29
Robo Advisor 20
Betterment
2.61 Nov 29, 03:00PM 1.05 -4.62 -4.56
Sheltered Sam 50/50
Bill Bernstein
2.59 Nov 29, 03:00PM 4.23 -5.04 -5.57
Stocks/Bonds 40/60
2.53 Nov 29, 02:59PM 2.27 -7.01 -6.12
One-Decision Portfolio
Marvin Appel
2.48 Nov 29, 03:00PM 3.38 -6.06 -6.16
Stocks/Bonds 40/60 Momentum
2.40 Nov 29, 02:59PM 3.82 -3.67 -3.53
Stocks/Bonds 40/60 ESG
2.37 Nov 29, 02:58PM 1.71 -7.86 -6.88
Stocks/Bonds 60/40
2.33 Nov 29, 02:59PM 4.11 -6.53 -5.89
Eliminate Fat Tails
Larry Swedroe
2.32 Nov 29, 03:00PM 1.93 -5.26 -5.50
Dynamic 60/40 Income
2.31 Nov 29, 03:00PM 2.13 -7.58 -7.46
Desert Portfolio
Gyroscopic Investing
2.25 Nov 29, 02:59PM 1.64 -6.02 -5.79
Simple Path to Wealth
JL Collins
2.17 Nov 29, 02:59PM 5.56 -6.15 -5.72
Total Bond Developed World ex-US
2.16 Nov 29, 02:59PM 0.54 -5.89 -5.17
Sheltered Sam 40/60
Bill Bernstein
2.15 Nov 29, 03:00PM 3.43 -4.98 -5.35
Stocks/Bonds 60/40 Momentum
2.13 Nov 29, 02:59PM 6.54 -1.35 -1.92
Stocks/Bonds 80/20
2.12 Nov 29, 02:59PM 6.06 -6.03 -5.67
Stocks/Bonds 60/40 ESG
2.11 Nov 29, 02:58PM 3.27 -7.72 -7.04
Stocks/Bonds 40/60 with Bitcoin
2.09 Nov 29, 02:59PM 2.28 -7.07 -6.87
US Stocks
1.92 Nov 29, 02:59PM 8.11 -5.52 -5.43
Stocks/Bonds 60/40 with Bitcoin
1.88 Nov 29, 02:59PM 4.15 -6.59 -6.65
Stocks/Bonds 80/20 Momentum
1.86 Nov 29, 02:59PM 9.45 1.12 -0.23
Warren Buffett Portfolio
Warren Buffett
1.79 Nov 29, 03:00PM 6.89 -5.43 -5.43
Conservative Income
Charles Schwab
1.73 Nov 29, 03:00PM 0.24 -5.87 -5.37
Sheltered Sam 30/70
Bill Bernstein
1.72 Nov 29, 03:00PM 2.65 -4.93 -5.14
Desert Portfolio with Bitcoin
Gyroscopic Investing
1.71 Nov 29, 02:59PM 1.75 -6.05 -6.33
Dimensional Retirement Income Fund
DFA
1.68 Nov 28 1.81 -5.65 -5.48
US Stocks ESG
1.61 Nov 29, 02:56PM 6.74 -7.41 -7.39
US Stocks Momentum
1.60 Nov 29, 02:59PM 12.55 3.74 1.53
Robo Advisor 10
Betterment
1.58 Nov 29, 03:00PM 0.42 -3.48 -3.20
Sheltered Sam 20/80
Bill Bernstein
1.28 Nov 29, 03:00PM 1.90 -4.87 -4.93
Couch Potato
Scott Burns
1.15 Nov 29, 03:00PM 4.56 -7.27 -7.20
Sheltered Sam 10/90
Bill Bernstein
0.85 Nov 29, 03:00PM 1.16 -4.82 -4.72
Technology
0.83 Nov 29, 03:00PM 4.00 -11.73 -10.94
Robo Advisor 0
Betterment
0.55 Nov 29, 03:00PM -0.14 -2.37 -1.88
Short Term Treasury
0.43 Nov 29, 03:00PM -0.13 -2.12 -1.72
Sheltered Sam 0/100
Bill Bernstein
0.41 Nov 29, 03:00PM 0.45 -4.77 -4.51
US Inflation Protection
0.38 Nov 29, 03:00PM 1.42 -8.86 -8.80
Ark Tech Portfolio
Cathie Wood
-9.36 Nov 29, 03:00PM 3.13 -13.13 -15.62
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