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).
Swipe left to see all data
|
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.
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 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 | |