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).
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 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.
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 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
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