Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 25 2024, 02:00PM 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 Mar 24
Ticker Asset Class Apr 24 Time(ET) 1M 3M 6M
GLD
Gold 4.94 Apr 25, 01:59PM 8.67 7.61 19.99
DBC
Commodities 2.52 Apr 25, 01:59PM 4.46 4.22 -3.48
BIL
US Cash 0.39 Apr 25, 01:59PM 0.41 1.29 2.64
EEM
Emerging Markets -0.88 Apr 25, 01:59PM 2.73 2.16 10.33
HYG
High Yield Bonds -1.37 Apr 25, 01:59PM 1.09 1.51 8.72
BNDX
International Bonds -1.63 Apr 25, 01:59PM 1.12 -0.02 6.59
TIP
TIPS -1.71 Apr 25, 01:57PM 0.65 -0.07 4.44
VGK
Europe -2.14 Apr 25, 01:57PM 3.82 5.02 17.73
EMB
Emerg. Market Bonds -2.33 Apr 25, 01:59PM 1.99 1.54 11.43
BND
US Total Bond Market -2.55 Apr 25, 01:59PM 0.85 -0.69 5.87
PFF
Preferred Stocks -3.08 Apr 25, 01:59PM 0.69 4.45 10.59
EFA
EAFE Stocks -3.11 Apr 25, 02:00PM 3.38 5.99 17.34
CWB
US Convertible Bonds -3.36 Apr 25, 01:59PM 2.08 1.54 8.97
VT
World All Countries -3.38 Apr 25, 01:59PM 3.19 7.82 19.99
LQD
Invest. Grade Bonds -3.49 Apr 25, 01:59PM 1.54 -0.87 9.13
SPY
US Large Cap -3.74 Apr 25, 02:00PM 3.27 10.39 23.24
VTI
US Total Stock Market -4.01 Apr 25, 01:59PM 2.90 9.56 22.88
QQQ
US Technology -4.40 Apr 25, 02:00PM 1.27 8.56 24.41
FLLA
Latin America -5.12 Apr 25, 12:44PM 0.75 -4.08 12.77
IJR
US Small Cap -5.20 Apr 25, 02:00PM 3.26 2.40 17.83
VPL
Pacific -5.22 Apr 25, 02:00PM 3.12 5.96 16.25
TLT
Long Term Treasuries -6.91 Apr 25, 01:59PM 0.78 -3.71 8.74
VNQ
US REITs -7.27 Apr 25, 01:59PM 1.09 -2.13 15.70
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 24) 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 Mar 24
Portfolio Author Apr 24 Time(ET) 1M 3M 6M
Gold 4.94 Apr 25, 01:59PM 8.67 7.61 19.99
US Cash 0.39 Apr 25, 01:59PM 0.41 1.29 2.64
Gold Pivot Ptf Aim Ways 0.13 Apr 25, 02:00PM 3.79 4.60 15.01
Short Term Treasury -0.39 Apr 25, 02:00PM 0.34 0.27 2.78
Robo Advisor 0 Betterment -0.46 Apr 25, 02:00PM 0.36 0.23 2.93
Emerging Markets Stocks -0.88 Apr 25, 01:59PM 2.73 2.16 10.33
Sheltered Sam 0/100 Bill Bernstein -0.92 Apr 25, 02:00PM 0.46 0.13 3.43
Robo Advisor 10 Betterment -0.94 Apr 25, 02:00PM 0.77 0.83 4.98
Dimensional Retirement Income Fund DFA -1.16 Apr 24 1.17 2.16 7.17
Sheltered Sam 10/90 Bill Bernstein -1.19 Apr 25, 02:00PM 0.79 0.66 4.87
Aim comfortable trip Aim Ways -1.31 Apr 25, 02:00PM 2.90 3.12 12.53
Paul Boyer Portfolio Paul Boyer -1.35 Apr 25, 02:00PM 3.21 1.61 11.29
Eliminate Fat Tails Larry Swedroe -1.37 Apr 25, 02:00PM 1.26 1.11 6.64
Permanent Portfolio Harry Browne -1.40 Apr 25, 01:59PM 3.19 3.69 13.45
Simplified Permanent Portfolio -1.42 Apr 25, 02:00PM 3.26 3.65 13.23
Robo Advisor 20 Betterment -1.42 Apr 25, 02:00PM 1.20 1.45 7.07
Sheltered Sam 20/80 Bill Bernstein -1.47 Apr 25, 02:00PM 1.11 1.19 6.30
Total Bond Developed World ex-US -1.63 Apr 25, 01:59PM 1.12 -0.02 6.59
Permanent Portfolio with Bitcoin Harry Browne -1.64 Apr 25, 01:59PM 3.41 4.82 16.20
Shield Strategy Aim Ways -1.69 Apr 25, 02:00PM 3.17 5.16 16.40
US Inflation Protection -1.71 Apr 25, 01:57PM 0.65 -0.07 4.44
Sheltered Sam 30/70 Bill Bernstein -1.75 Apr 25, 02:00PM 1.43 1.72 7.74
Conservative Income Charles Schwab -1.77 Apr 25, 01:59PM 0.74 0.03 5.49
Desert Portfolio Gyroscopic Investing -1.78 Apr 25, 01:59PM 2.01 3.24 11.16
Edge Select Conservative Merrill Lynch -1.85 Apr 25, 02:00PM 1.36 1.66 8.21
Ulcer Free Strategy Aim Ways -1.91 Apr 25, 02:00PM 1.96 1.21 9.20
Developed World ex-US 20/80 -1.95 Apr 25, 01:59PM 1.64 1.06 8.65
Marc Faber Portfolio Marc Faber -1.99 Apr 25, 01:59PM 3.40 3.00 15.11
Desert Portfolio with Bitcoin Gyroscopic Investing -2.02 Apr 25, 01:59PM 2.24 4.37 13.87
7Twelve Portfolio Craig Israelsen -2.02 Apr 25, 02:00PM 2.36 3.79 9.67
Sheltered Sam 40/60 Bill Bernstein -2.03 Apr 25, 02:00PM 1.75 2.25 9.19
European Stocks -2.14 Apr 25, 01:57PM 3.82 5.02 17.73
All Country World Bonds -2.20 Apr 25, 01:59PM 1.12 -0.12 6.95
Dynamic 40/60 Income -2.24 Apr 25, 02:00PM 1.42 3.47 11.29
Developed World ex-US 40/60 -2.26 Apr 25, 01:59PM 2.15 2.13 10.71
Sheltered Sam 50/50 Bill Bernstein -2.31 Apr 25, 02:00PM 2.07 2.77 10.64
Perfect Portfolio Ben Stein -2.42 Apr 25, 02:00PM 2.85 6.03 15.29
All Country World 20/80 -2.43 Apr 25, 01:59PM 1.55 1.47 9.57
Larry Portfolio Larry Swedroe -2.45 Apr 25, 01:59PM 1.21 -0.12 6.87
Four Square Scott Burns -2.45 Apr 25, 02:00PM 2.03 3.58 12.31
Six Ways from Sunday Scott Burns -2.46 Apr 25, 02:00PM 3.31 4.29 12.00
Golden Butterfly Tyler -2.49 Apr 25, 02:00PM 3.22 2.76 13.99
LifeStrategy Income Fund Vanguard -2.50 Apr 25, 02:00PM 1.38 1.15 8.85
Andrew Tobias Portfolio Andrew Tobias -2.50 Apr 25, 02:00PM 2.23 5.27 14.35
Seven Value Scott Burns -2.52 Apr 25, 02:00PM 3.58 5.06 13.09
In Saecula Saeculorum Fulvio Marchese -2.53 Apr 25, 02:00PM 2.60 4.70 14.97
Total Bond US -2.55 Apr 25, 01:59PM 0.85 -0.69 5.87
Developed World ex-US 60/40 -2.58 Apr 25, 01:59PM 2.66 3.20 12.78
Sheltered Sam 60/40 Bill Bernstein -2.58 Apr 25, 02:00PM 2.38 3.30 12.09
Pinwheel -2.59 Apr 25, 02:00PM 2.69 3.03 13.77
Big Rocks Portfolio Larry Swedroe -2.60 Apr 25, 02:00PM 2.14 2.57 11.27
Developed World ex-US 40/60 Momentum -2.61 Apr 25, 01:59PM 2.89 5.75 14.22
High Yield Bonds Income -2.61 Apr 25, 01:59PM 1.55 0.79 10.28
Robo Advisor 50 Betterment -2.62 Apr 25, 02:00PM 2.31 3.33 12.67
Coward's Portfolio Bill Bernstein -2.63 Apr 25, 02:00PM 2.10 3.23 11.97
All Country World 40/60 -2.67 Apr 25, 01:59PM 1.97 3.06 12.18
US Stocks Minimum Volatility -2.67 Apr 25, 01:59PM 3.14 7.58 16.63
Five Asset Roger Gibson -2.70 Apr 25, 02:00PM 2.56 3.20 11.33
Edge Select Moderately Conservative Merrill Lynch -2.71 Apr 25, 02:00PM 1.72 2.62 11.69
PISI Portfolio Davide Pisicchio -2.71 Apr 25, 02:00PM 2.28 2.89 12.31
LifeStrategy Conservative Growth Vanguard -2.72 Apr 25, 02:00PM 1.82 2.78 11.60
Golden Butterfly with Bitcoin -2.73 Apr 25, 02:00PM 3.44 3.89 16.74
Margaritaville Scott Burns -2.74 Apr 25, 02:00PM 2.33 4.83 14.32
Ultimate Buy&Hold FundAdvice -2.75 Apr 25, 02:00PM 2.09 2.06 11.09
Aggressive Global Income -2.76 Apr 25, 01:59PM 3.39 3.17 13.34
Ivy Portfolio Mebane Faber -2.79 Apr 25, 02:00PM 2.57 4.31 11.64
Ideal Index Frank Armstrong -2.80 Apr 25, 02:00PM 2.40 3.22 12.71
Sandwich Portfolio Bob Clyatt -2.82 Apr 25, 02:00PM 1.75 2.50 11.38
Lifepath Fund iShares -2.84 Apr 25, 02:00PM 1.69 2.58 11.40
Gone Fishin' Portfolio Alexander Green -2.84 Apr 25, 02:00PM 2.63 3.32 13.90
Stocks/Bonds 20/80 -2.84 Apr 25, 01:59PM 1.28 1.36 9.30
Couch Potato Scott Burns -2.86 Apr 25, 01:59PM 1.81 4.74 13.73
Sheltered Sam 70/30 Bill Bernstein -2.86 Apr 25, 02:00PM 2.70 3.83 13.55
Simple Money Portfolio Tim Maurer -2.89 Apr 25, 02:00PM 2.42 2.40 11.28
Developed World ex-US 80/20 -2.90 Apr 25, 01:59PM 3.16 4.27 14.85
All Country World 60/40 -2.90 Apr 25, 01:59PM 2.39 4.65 14.79
Edge Select Moderate Merrill Lynch -2.91 Apr 25, 02:00PM 2.04 3.80 13.82
No Brainer Portfolio Bill Bernstein -2.92 Apr 25, 02:00PM 2.40 4.36 14.70
LifeStrategy Moderate Growth Vanguard -2.94 Apr 25, 02:00PM 2.25 4.41 14.35
Rob Arnott Portfolio Rob Arnott -2.97 Apr 25, 02:00PM 1.84 1.13 9.51
GAA Global Asset Allocation Mebane Faber -2.98 Apr 25, 01:59PM 2.40 2.71 12.53
Edge Select Moderately Aggressive Merrill Lynch -3.00 Apr 25, 02:00PM 2.35 5.18 16.02
Robo Advisor 80 Betterment -3.04 Apr 25, 02:00PM 3.04 5.21 16.07
Simplified Permanent Portfolio 2x Leveraged -3.05 Apr 25, 02:00PM 6.65 6.02 24.07
Stocks/Bonds 20/80 Momentum -3.06 Apr 25, 01:59PM 1.32 3.35 11.39
Developed World ex-US 60/40 Momentum -3.10 Apr 25, 01:59PM 3.73 8.64 18.09
Edge Select Aggressive Merrill Lynch -3.10 Apr 25, 02:00PM 2.65 6.27 17.85
Stocks/Bonds 40/60 -3.13 Apr 25, 01:59PM 1.71 3.41 12.72
Sheltered Sam 80/20 Bill Bernstein -3.14 Apr 25, 02:00PM 3.01 4.36 15.01
All Country World 80/20 -3.14 Apr 25, 01:59PM 2.79 6.24 17.39
Dedalo Eleven Dedalo Invest -3.16 Apr 25, 01:59PM 2.53 5.81 16.82
LifeStrategy Growth Fund Vanguard -3.17 Apr 25, 02:00PM 2.66 6.05 17.09
Long Term Portfolio Ben Stein -3.17 Apr 25, 02:00PM 2.36 4.33 14.99
Four Funds Bogleheads -3.17 Apr 25, 02:00PM 2.62 6.16 17.07
Robo Advisor 90 Betterment -3.17 Apr 25, 02:00PM 3.27 5.91 17.25
Gretchen Tai Portfolio Gretchen Tai -3.20 Apr 25, 02:00PM 2.48 3.99 14.59
Stocks/Bonds 40/60 with Bitcoin -3.21 Apr 25, 01:59PM 2.07 4.60 15.54
Developed World ex-US Stocks -3.22 Apr 25, 01:59PM 3.66 5.35 16.93
Dynamic 60/40 Income -3.22 Apr 25, 02:00PM 1.24 2.73 12.08
Three Funds Bogleheads -3.25 Apr 25, 02:00PM 2.64 6.10 17.21
Mid-Twenties Burton Malkiel -3.26 Apr 25, 02:00PM 2.54 5.15 16.63
Late Thirties to Early Forties Burton Malkiel -3.27 Apr 25, 02:00PM 2.49 5.03 16.46
Robo Advisor 100 Betterment -3.29 Apr 25, 02:00PM 3.43 6.76 18.59
Warren Buffett Portfolio Warren Buffett -3.30 Apr 25, 02:00PM 2.41 8.94 21.03
10-year Treasury -3.31 Apr 25, 02:00PM 0.73 -1.30 5.02
Late Sixties and Beyond Burton Malkiel -3.31 Apr 25, 02:00PM 2.13 3.75 14.78
Simple and Cheap Time Inc -3.35 Apr 25, 02:00PM 2.04 3.42 13.89
Mid-Fifties Burton Malkiel -3.36 Apr 25, 02:00PM 2.37 4.47 15.93
Dedalo Four Dedalo Invest -3.37 Apr 25, 01:59PM 2.63 7.21 18.90
All Country World Stocks -3.38 Apr 25, 01:59PM 3.19 7.82 19.99
One-Decision Portfolio Marvin Appel -3.39 Apr 25, 02:00PM 1.66 1.87 11.88
Second Grader's Starter Paul Farrell -3.40 Apr 25, 02:00PM 2.84 7.13 18.90
Robust Alpha Architect -3.40 Apr 25, 02:00PM 2.71 7.73 16.98
Five Fold Scott Burns -3.42 Apr 25, 02:00PM 1.85 2.44 12.92
US Stocks Value -3.42 Apr 25, 01:59PM 4.69 7.77 22.40
Sheltered Sam 90/10 Bill Bernstein -3.42 Apr 25, 02:00PM 3.33 4.89 16.47
Stocks/Bonds 60/40 -3.42 Apr 25, 01:59PM 2.12 5.46 16.12
Stocks/Bonds 40/60 ESG -3.44 Apr 25, 01:55PM 1.63 3.47 13.46
Tilt Toward Value Time Inc -3.47 Apr 25, 02:00PM 2.16 3.18 13.76
Stocks/Bonds 60/40 with Bitcoin -3.50 Apr 25, 01:59PM 2.47 6.65 18.93
Stocks/Bonds 40/60 Momentum -3.58 Apr 25, 01:59PM 1.76 7.39 17.02
Lazy Portfolio David Swensen -3.59 Apr 25, 02:00PM 1.92 3.17 14.01
Core Four Rick Ferri -3.61 Apr 25, 02:00PM 2.48 5.45 17.07
Global Market Portfolio Credit Suisse -3.62 Apr 25, 02:00PM 2.03 2.06 12.66
Simple Path to Wealth JL Collins -3.64 Apr 25, 01:59PM 2.42 7.00 18.66
Jane Bryant Quinn Portfolio Jane Bryant Quinn -3.65 Apr 25, 01:59PM 2.26 4.54 15.73
All Weather Portfolio Ray Dalio -3.67 Apr 25, 01:59PM 2.27 2.18 12.15
Sheltered Sam 100/0 Bill Bernstein -3.70 Apr 25, 02:00PM 3.64 5.42 17.94
Yale Endowment David Swensen -3.71 Apr 25, 01:59PM 1.96 3.24 14.27
Stocks/Bonds 80/20 -3.71 Apr 25, 01:59PM 2.51 7.51 19.50
Nano Portfolio John Wasik -3.73 Apr 25, 02:00PM 1.80 2.53 13.22
Coffeehouse Bill Schultheis -3.77 Apr 25, 02:00PM 2.25 2.20 13.07
Family Taxable Portfolio Ted Aronson -3.79 Apr 25, 02:00PM 2.37 3.49 14.49
Ultimate Buy and Hold Strategy Paul Merriman -3.79 Apr 25, 02:00PM 3.31 3.67 16.06
Dedalo Three Dedalo Invest -3.82 Apr 25, 01:59PM 2.98 9.04 22.01
Stocks/Bonds 60/40 ESG -3.85 Apr 25, 01:55PM 2.04 5.59 17.22
Weird Portfolio Value Stock Geek -3.86 Apr 25, 01:59PM 3.49 0.83 14.81
All Weather Portfolio with Bitcoin Ray Dalio -3.89 Apr 25, 01:59PM 2.54 3.34 15.13
US Stocks -4.01 Apr 25, 01:59PM 2.90 9.56 22.88
Developed World ex-US Stocks Momentum -4.08 Apr 25, 01:58PM 5.32 14.41 25.94
Stocks/Bonds 60/40 Momentum -4.09 Apr 25, 01:59PM 2.17 11.43 22.75
US Stocks Equal Weight -4.15 Apr 25, 02:00PM 4.47 7.78 20.50
US Stocks Quality -4.31 Apr 25, 01:58PM 2.77 11.95 25.46
Technology -4.40 Apr 25, 02:00PM 1.27 8.56 24.41
Stocks/Bonds 80/20 Momentum -4.60 Apr 25, 01:59PM 2.55 15.48 28.59
Talmud Portfolio Roger Gibson -4.61 Apr 25, 01:59PM 1.65 2.25 14.76
US Stocks ESG -4.66 Apr 25, 01:55PM 2.82 9.83 24.68
Golden Butterfly 2x Leveraged -4.85 Apr 25, 02:00PM 6.48 5.20 25.51
Cape US Sector Value Robert Shiller -5.01 Apr 25, 01:47PM 2.38 5.54 19.06
US Stocks Momentum -5.11 Apr 25, 01:59PM 2.91 19.52 34.54
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.53 Apr 25, 02:00PM 4.61 4.59 21.52
Stocks/Bonds 40/60 2x Leveraged -7.25 Apr 25, 02:00PM 3.56 5.22 22.47
Stocks/Bonds 60/40 2x Leveraged -7.47 Apr 25, 02:00PM 4.44 9.95 30.31
All Weather Portfolio 2x Leveraged Ray Dalio -7.97 Apr 25, 02:00PM 5.57 4.31 23.33
Talmud Portfolio 2x Leveraged Roger Gibson -9.76 Apr 25, 02:00PM 3.62 3.82 27.57
Ark Tech Portfolio Cathie Wood -11.96 Apr 25, 02:00PM -1.43 -3.04 21.97