Assets and Lazy Portfolios Short Term Returns

Last Update - Oct 15 2025, 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 Sep 25
Ticker Asset Class Oct 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 8.73 Oct 15, 03:00PM 11.76 16.61 23.37
CWB
US Convertible Bonds 3.56 Oct 15, 02:59PM 5.07 9.95 19.22
TLT
US Long Term Treasuries 1.68 Oct 15, 03:00PM 3.59 2.42 0.39
VPL
Pacific 1.34 Oct 15, 03:00PM 2.81 7.62 22.33
EEM
Emerging Markets 0.93 Oct 15, 03:00PM 7.10 10.70 23.38
LQD
US Invest. Grade Bonds 0.85 Oct 15, 03:00PM 1.88 2.85 4.92
BNDX
International Bonds 0.82 Oct 15, 03:00PM 0.53 0.55 2.63
EMB
Emerg. Market Bonds 0.77 Oct 15, 02:59PM 1.57 4.10 7.87
BND
US Total Bond Market 0.75 Oct 15, 03:00PM 1.11 2.00 3.26
EFA
EAFE Stocks 0.48 Oct 15, 03:00PM 2.07 4.45 16.22
TIP
US TIPS 0.45 Oct 15, 02:59PM 0.42 2.05 2.49
VGK
Europe 0.43 Oct 15, 03:00PM 1.92 3.24 15.63
QQQ
US Technology 0.42 Oct 15, 03:00PM 5.38 8.96 28.32
IJR
US Small Cap 0.37 Oct 15, 03:00PM 1.05 9.14 14.48
PFF
US Preferred Stocks 0.35 Oct 15, 03:00PM 1.03 4.73 6.37
VT
World All Countries 0.24 Oct 15, 03:00PM 3.37 7.59 19.83
BIL
US Cash 0.17 Oct 15, 02:59PM 0.33 1.06 2.11
VTI
US Total Stock Market 0.15 Oct 15, 03:00PM 3.42 8.28 20.10
SPY
US Large Cap -0.05 Oct 15, 03:00PM 3.56 8.12 19.77
HYG
US High Yield Bonds -0.08 Oct 15, 03:00PM 0.89 2.14 5.97
VNQ
US REITs -0.43 Oct 15, 03:00PM 0.06 3.63 2.94
DBC
Commodities -1.55 Oct 15, 02:57PM 1.44 3.30 0.13
FLLA
Latin America -3.96 Oct 15, 02:22PM 5.78 7.97 23.62
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 Oct 25) 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 Sep 25
Portfolio Author Oct 25â–ľ Time(ET) 1M 3M 6M
Gold 8.73 Oct 15, 03:00PM 11.76 16.61 23.37
Ark Tech Portfolio Cathie Wood 6.72 Oct 15, 03:00PM 13.20 20.17 66.77
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.13 Oct 15, 03:00PM 9.25 14.90 22.68
Golden Butterfly 2x Leveraged Tyler 4.05 Oct 15, 03:00PM 7.92 15.08 22.61
Cockroach Portfolio Tony Dong 3.96 Oct 15, 03:00PM 3.62 5.88 6.85
Gold Pivot Ptf Aim Ways 3.23 Oct 15, 03:00PM 5.76 8.27 14.54
Paul Boyer Portfolio Paul Boyer 2.85 Oct 15, 03:00PM 5.40 8.03 11.65
Permanent Portfolio Harry Browne 2.68 Oct 15, 03:00PM 5.20 7.61 11.78
Simplified Permanent Portfolio The Lazy Team 2.68 Oct 15, 03:00PM 4.53 7.52 12.67
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.65 Oct 15, 03:00PM 5.63 10.08 17.27
Permanent Portfolio with Bitcoin Harry Browne 2.39 Oct 15, 03:00PM 5.05 7.38 11.96
Marc Faber Portfolio Marc Faber 2.36 Oct 15, 03:00PM 4.60 7.96 12.91
All Weather Portfolio 2x Leveraged Ray Dalio 2.24 Oct 15, 03:00PM 7.05 10.22 11.83
Golden Butterfly Tyler 2.23 Oct 15, 03:00PM 4.49 8.32 12.27
Ulcer Free Strategy Aim Ways 2.16 Oct 15, 03:00PM 3.42 5.47 10.61
Shield Strategy Aim Ways 2.05 Oct 15, 03:00PM 4.79 7.74 14.99
Weird Portfolio Value Stock Geek 1.97 Oct 15, 03:00PM 3.97 8.20 13.02
Golden Butterfly with Bitcoin Tyler 1.94 Oct 15, 03:00PM 4.33 8.08 12.46
Golden Ratio Portfolio Frank Vasquez 1.84 Oct 15, 03:00PM 4.45 8.41 13.28
Aim comfortable trip Aim Ways 1.62 Oct 15, 03:00PM 3.24 6.33 11.89
PISI Portfolio Davide Pisicchio 1.46 Oct 15, 03:00PM 2.93 5.50 10.38
Margherita Portfolio Davide Pisicchio 1.43 Oct 15, 03:00PM 2.87 5.68 10.99
Four Seasons Portfolio Davide Pisicchio 1.39 Oct 15, 03:00PM 3.19 6.37 12.66
All Weather Portfolio Ray Dalio 1.35 Oct 15, 03:00PM 3.62 5.33 8.23
Desert Portfolio Gyroscopic Investing 1.29 Oct 15, 03:00PM 2.52 5.13 10.12
In Saecula Saeculorum Fulvio Marchese 1.28 Oct 15, 03:00PM 3.36 6.48 12.89
Odd-Stats Strategy Aim Ways 1.17 Oct 15, 03:00PM 3.07 5.01 10.23
All Weather Portfolio with Bitcoin Ray Dalio 1.16 Oct 15, 03:00PM 3.58 5.24 8.65
Pinwheel Tyler 1.13 Oct 15, 03:00PM 3.17 6.81 12.79
Gone Fishin' Portfolio Alexander Green 1.04 Oct 15, 03:00PM 2.94 6.65 14.08
Desert Portfolio with Bitcoin Gyroscopic Investing 1.00 Oct 15, 03:00PM 2.36 4.89 10.30
GAA Global Asset Allocation Mebane Faber 0.99 Oct 15, 03:00PM 3.01 5.12 10.18
Capricciosa Portfolio Davide Pisicchio 0.94 Oct 15, 03:00PM 2.83 6.17 13.27
Emerging Markets Stocks 0.93 Oct 15, 03:00PM 7.10 10.70 23.38
10-year Treasury 0.91 Oct 15, 03:00PM 0.65 1.70 3.13
Stocks/Bonds 40/60 2x Leveraged 0.84 Oct 15, 02:59PM 3.32 7.39 15.37
Total Bond Developed World ex-US 0.82 Oct 15, 03:00PM 0.53 0.55 2.63
Developed World ex-US 20/80 0.80 Oct 15, 03:00PM 1.00 1.70 6.17
Developed World ex-US 40/60 0.79 Oct 15, 03:00PM 1.43 2.78 9.60
All Country World Bonds 0.78 Oct 15, 03:00PM 0.98 1.82 3.74
Developed World ex-US 60/40 0.77 Oct 15, 03:00PM 1.83 3.79 12.95
Developed World ex-US 80/20 0.76 Oct 15, 03:00PM 2.21 4.73 16.21
Total Bond US 0.75 Oct 15, 03:00PM 1.11 2.00 3.26
Developed World ex-US Stocks 0.74 Oct 15, 03:00PM 2.55 5.61 19.39
Global Market Portfolio Credit Suisse 0.71 Oct 15, 03:00PM 2.69 4.57 9.67
LifeStrategy Income Fund Vanguard 0.69 Oct 15, 03:00PM 1.47 2.84 6.33
All Country World 20/80 0.67 Oct 15, 03:00PM 1.50 3.04 6.89
Family Taxable Portfolio Ted Aronson 0.63 Oct 15, 03:00PM 2.67 6.49 14.01
Stocks/Bonds 20/80 0.63 Oct 15, 03:00PM 1.59 3.27 6.42
LifeStrategy Conservative Growth Vanguard 0.62 Oct 15, 03:00PM 1.99 4.08 9.61
All Country World 40/60 0.56 Oct 15, 03:00PM 1.99 4.22 10.07
Four Square Scott Burns 0.54 Oct 15, 03:00PM 2.02 4.50 11.00
LifeStrategy Moderate Growth Vanguard 0.54 Oct 15, 03:00PM 2.48 5.29 12.93
Robo Advisor 50 Value Tilt Betterment 0.54 Oct 15, 03:00PM 2.21 4.79 10.70
Lifepath Fund iShares 0.53 Oct 15, 03:00PM 1.94 4.37 9.46
Stocks/Bonds 20/80 Momentum 0.52 Oct 15, 03:00PM 2.06 3.09 7.91
Sheltered Sam 100/0 Bill Bernstein 0.52 Oct 15, 03:00PM 2.73 7.84 14.70
Edge Select Moderately Conservative Merrill Lynch 0.52 Oct 15, 03:00PM 2.06 4.24 9.69
Stocks/Bonds 40/60 0.51 Oct 15, 03:00PM 2.06 4.53 9.68
Sheltered Sam 90/10 Bill Bernstein 0.51 Oct 15, 03:00PM 2.51 7.22 13.44
Pepperoni Portfolio Davide Pisicchio 0.51 Oct 15, 03:00PM 2.60 5.99 14.51
Gretchen Tai Portfolio Gretchen Tai 0.50 Oct 15, 03:00PM 2.75 5.85 14.35
Sheltered Sam 80/20 Bill Bernstein 0.49 Oct 15, 03:00PM 2.28 6.60 12.19
Dedalo Eleven Dedalo Invest 0.49 Oct 15, 03:00PM 3.14 6.59 16.52
Sheltered Sam 70/30 Bill Bernstein 0.48 Oct 15, 03:00PM 2.05 5.97 10.94
Edge Select Conservative Merrill Lynch 0.47 Oct 15, 03:00PM 1.26 2.83 6.02
Sheltered Sam 60/40 Bill Bernstein 0.47 Oct 15, 03:00PM 1.82 5.34 9.69
LifeStrategy Growth Fund Vanguard 0.47 Oct 15, 03:00PM 2.96 6.46 16.28
Robo Advisor 80 Value Tilt Betterment 0.46 Oct 15, 03:00PM 2.97 6.64 15.41
Simple and Cheap Time Money Inc 0.46 Oct 15, 03:00PM 2.16 4.92 11.26
Robo Advisor 20 Value Tilt Betterment 0.46 Oct 15, 03:00PM 1.12 2.68 5.80
Edge Select Moderate Merrill Lynch 0.46 Oct 15, 03:00PM 2.55 5.33 12.39
All Country World 60/40 0.45 Oct 15, 03:00PM 2.47 5.37 13.29
Sheltered Sam 50/50 Bill Bernstein 0.45 Oct 15, 03:00PM 1.58 4.71 8.46
Three Funds Bogleheads 0.45 Oct 15, 03:00PM 2.99 6.57 16.31
US Inflation Protection 0.45 Oct 15, 02:59PM 0.42 2.05 2.49
Margaritaville Scott Burns 0.45 Oct 15, 03:00PM 2.48 5.75 13.79
Sheltered Sam 40/60 Bill Bernstein 0.44 Oct 15, 03:00PM 1.34 4.07 7.22
Conservative Income Charles Schwab 0.44 Oct 15, 03:00PM 0.69 1.80 2.97
Tilt Toward Value Time Money Inc 0.43 Oct 15, 03:00PM 2.00 5.00 10.46
European Stocks 0.43 Oct 15, 03:00PM 1.92 3.24 15.63
Larry Portfolio Larry Swedroe 0.43 Oct 15, 03:00PM 1.01 3.87 7.69
Sheltered Sam 30/70 Bill Bernstein 0.43 Oct 15, 03:00PM 1.09 3.43 5.99
Technology 0.42 Oct 15, 03:00PM 5.38 8.96 28.32
Rob Arnott Portfolio Rob Arnott 0.42 Oct 15, 03:00PM 1.76 3.38 5.99
Four Funds Bogleheads 0.42 Oct 15, 03:00PM 2.92 6.57 16.21
High Yield Bonds Income The Lazy Team 0.42 Oct 15, 03:00PM 1.70 3.12 6.34
Robo Advisor 90 Value Tilt Betterment 0.42 Oct 15, 03:00PM 3.19 7.20 16.86
Robo Advisor 10 Value Tilt Betterment 0.41 Oct 15, 03:00PM 0.71 1.90 4.08
Sheltered Sam 20/80 Bill Bernstein 0.41 Oct 15, 03:00PM 0.85 2.78 4.77
Eliminate Fat Tails Larry Swedroe 0.41 Oct 15, 03:00PM 1.61 4.14 7.21
Stocks/Bonds 60/40 2x Leveraged 0.41 Oct 15, 02:59PM 4.47 9.90 21.78
Mid-Fifties Burton Malkiel 0.40 Oct 15, 03:00PM 2.90 6.17 13.86
Coffeehouse Bill Schultheis 0.40 Oct 15, 03:00PM 1.66 5.27 9.18
Sheltered Sam 10/90 Bill Bernstein 0.40 Oct 15, 03:00PM 0.60 2.13 3.55
Stocks/Bonds 40/60 ESG 0.40 Oct 15, 02:57PM 1.83 4.44 10.15
Late Thirties to Early Forties Burton Malkiel 0.40 Oct 15, 03:00PM 3.13 6.54 15.16
Edge Select Moderately Aggressive Merrill Lynch 0.39 Oct 15, 03:00PM 3.04 6.29 15.12
Late Sixties and Beyond Burton Malkiel 0.39 Oct 15, 03:00PM 2.48 5.48 11.73
Second Grader's Starter Paul Farrell 0.39 Oct 15, 03:00PM 3.20 7.17 18.03
Stocks/Bonds 60/40 0.39 Oct 15, 03:00PM 2.52 5.79 13.05
Sheltered Sam 0/100 Bill Bernstein 0.38 Oct 15, 02:59PM 0.34 1.48 2.34
Mid-Twenties Burton Malkiel 0.38 Oct 15, 03:00PM 3.22 6.69 15.66
Stocks/Bonds 40/60 with Bitcoin 0.38 Oct 15, 03:00PM 2.13 4.56 10.16
Ideal Index Frank Armstrong 0.37 Oct 15, 03:00PM 1.84 5.27 11.18
Core Four Rick Ferri 0.37 Oct 15, 03:00PM 2.73 6.30 14.96
No Brainer Portfolio Bill Bernstein 0.36 Oct 15, 03:00PM 2.15 6.26 14.02
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.36 Oct 15, 03:00PM 2.18 5.42 12.93
Robo Advisor 0 Betterment 0.36 Oct 15, 03:00PM 0.28 1.12 2.35
Edge Select Aggressive Merrill Lynch 0.36 Oct 15, 03:00PM 3.42 7.15 17.50
Five Fold Scott Burns 0.35 Oct 15, 03:00PM 1.64 4.33 9.37
All Country World 80/20 0.35 Oct 15, 03:00PM 2.93 6.50 16.54
Short Term Treasury 0.34 Oct 15, 02:59PM 0.29 1.08 2.24
Sandwich Portfolio Bob Clyatt 0.33 Oct 15, 03:00PM 1.73 4.76 11.39
Andrew Tobias Portfolio Andrew Tobias 0.32 Oct 15, 03:00PM 1.96 4.63 12.77
Robo Advisor 100 Value Tilt Betterment 0.31 Oct 15, 03:00PM 3.26 7.40 17.36
Dynamic 40/60 Income The Lazy Team 0.31 Oct 15, 03:00PM 1.46 4.08 8.37
Dedalo Four Dedalo Invest 0.31 Oct 15, 03:00PM 2.87 6.61 16.43
Coward's Portfolio Bill Bernstein 0.30 Oct 15, 03:00PM 1.74 5.13 10.15
Couch Potato Scott Burns 0.30 Oct 15, 03:00PM 1.95 5.18 10.89
Simple Path to Wealth JL Collins 0.30 Oct 15, 03:00PM 2.86 6.72 15.64
Stocks/Bonds 40/60 Momentum 0.30 Oct 15, 03:00PM 2.98 4.12 12.65
Nano Portfolio John Wasik 0.28 Oct 15, 03:00PM 1.45 4.10 8.89
Lazy Portfolio David Swensen 0.28 Oct 15, 03:00PM 2.07 5.32 11.30
Yale Endowment David Swensen 0.28 Oct 15, 03:00PM 1.93 5.14 11.35
Stocks/Bonds 80/20 0.27 Oct 15, 03:00PM 2.98 7.04 16.52
Stocks/Bonds 60/40 with Bitcoin 0.26 Oct 15, 03:00PM 2.59 5.81 13.54
Diavola Portfolio Davide Pisicchio 0.26 Oct 15, 03:00PM 3.61 7.76 20.23
Long Term Portfolio Ben Stein 0.25 Oct 15, 03:00PM 2.44 6.16 13.71
All Country World Stocks 0.24 Oct 15, 03:00PM 3.37 7.59 19.83
Dimensional Retirement Income Fund DFA 0.23 Oct 14 0.28 2.25 5.12
Simple Money Portfolio Tim Maurer 0.22 Oct 15, 03:00PM 1.13 4.97 11.61
Stocks/Bonds 60/40 ESG 0.21 Oct 15, 02:57PM 2.44 5.73 13.80
Dedalo Three Dedalo Invest 0.18 Oct 15, 03:00PM 3.41 8.06 20.01
US Cash 0.17 Oct 15, 02:59PM 0.33 1.06 2.11
Perfect Portfolio Ben Stein 0.16 Oct 15, 03:00PM 2.90 6.36 14.99
Big Rocks Portfolio Larry Swedroe 0.16 Oct 15, 03:00PM 1.40 5.10 10.01
Talmud Portfolio Roger Gibson 0.16 Oct 15, 03:00PM 1.56 4.66 8.48
US Stocks 0.15 Oct 15, 03:00PM 3.42 8.28 20.10
One-Decision Portfolio Marvin Appel 0.15 Oct 15, 03:00PM 1.37 4.36 7.38
Ultimate Buy&Hold FundAdvice 0.13 Oct 15, 03:00PM 1.48 5.09 11.24
Developed World ex-US 40/60 Momentum 0.08 Oct 15, 03:00PM 1.59 2.45 10.41
Stocks/Bonds 60/40 Momentum 0.08 Oct 15, 03:00PM 3.85 5.11 17.48
Dynamic 60/40 Income The Lazy Team 0.07 Oct 15, 03:00PM 1.16 3.98 7.36
Warren Buffett Portfolio Warren Buffett 0.02 Oct 15, 02:59PM 3.24 7.51 18.53
US Stocks Value 0.01 Oct 15, 02:57PM 1.59 6.13 9.33
Ultimate Buy and Hold Strategy Paul Merriman -0.02 Oct 15, 03:00PM 2.25 7.31 16.84
7Twelve Portfolio Craig Israelsen -0.03 Oct 15, 03:00PM 1.58 4.60 8.61
Five Asset Roger Gibson -0.06 Oct 15, 03:00PM 1.92 4.77 8.93
Ivy Portfolio Mebane Faber -0.10 Oct 15, 03:00PM 1.84 5.03 9.12
Talmud Portfolio 2x Leveraged Roger Gibson -0.11 Oct 15, 02:59PM 2.68 6.80 11.94
Stocks/Bonds 80/20 Momentum -0.15 Oct 15, 03:00PM 4.68 6.06 22.41
US Stocks ESG -0.15 Oct 15, 02:54PM 3.63 8.29 21.51
Seven Value Scott Burns -0.20 Oct 15, 03:00PM 1.47 4.85 7.50
Aggressive Global Income The Lazy Team -0.24 Oct 15, 03:00PM 0.59 4.24 10.22
Six Ways from Sunday Scott Burns -0.25 Oct 15, 03:00PM 1.32 4.64 7.21
US Stocks Quality -0.27 Oct 15, 03:00PM 3.19 6.65 14.34
Developed World ex-US 60/40 Momentum -0.29 Oct 15, 03:00PM 2.05 3.29 14.14
Robust Alpha Architect -0.30 Oct 15, 03:00PM 2.33 5.50 13.90
US Stocks Equal Weight -0.31 Oct 15, 03:00PM 1.01 4.83 10.43
US Stocks Momentum -0.37 Oct 15, 03:00PM 5.47 6.97 27.44
Cape US Sector Value Robert Shiller -0.72 Oct 15, 02:32PM 0.47 2.76 7.85
US Stocks Minimum Volatility -0.84 Oct 15, 02:59PM 1.32 1.75 2.33
Developed World ex-US Stocks Momentum -1.03 Oct 15, 02:58PM 2.88 4.79 21.32
Berkshire Hathaway Warren Buffett -1.81 Oct 15, 02:57PM -0.14 3.49 -5.54