Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 30 2026 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 26
Ticker Asset Class Apr 26â–ľ Time(ET) 1M 3M 6M
QQQ
US Technology 15.69 Apr 30 -4.84 -5.93 -3.62
EEM
Emerging Markets 12.68 Apr 30 -9.25 3.80 7.87
CWB
US Convertible Bonds 10.53 Apr 30 -2.88 2.85 1.95
SPY
US Large Cap 10.51 Apr 30 -4.94 -4.37 -1.82
VTI
US Total Stock Market 10.40 Apr 30 -5.00 -4.01 -1.66
IJR
US Small Cap 10.29 Apr 30 -4.00 3.60 5.26
VPL
Pacific 9.78 Apr 30 -10.28 8.11 14.30
VT
World All Countries 9.31 Apr 30 -6.22 -1.71 1.42
VNQ
US REITs 8.60 Apr 30 -6.31 1.31 -1.04
DBC
Commodities 7.43 Apr 30 15.34 29.47 32.82
VGK
Europe 5.71 Apr 30 -8.16 -0.95 4.76
EFA
EAFE Stocks 5.34 Apr 30 -7.83 1.15 5.91
PFF
US Preferred Stocks 4.22 Apr 30 -3.37 -1.42 -1.65
FLLA
Latin America 2.97 Apr 30 -2.95 17.39 25.38
EMB
Emerg. Market Bonds 2.49 Apr 30 -3.49 -1.61 1.15
HYG
US High Yield Bonds 1.52 Apr 30 -0.95 -0.35 0.87
TIP
US TIPS 1.09 Apr 30 -1.36 0.41 0.33
BIL
US Cash 0.29 Apr 30 0.29 0.85 1.84
LQD
US Invest. Grade Bonds 0.28 Apr 30 -2.07 -0.38 -0.05
BNDX
International Bonds 0.23 Apr 30 -2.14 -0.13 0.17
BND
US Total Bond Market 0.15 Apr 30 -1.74 0.05 0.95
TLT
US Long Term Treasuries -0.84 Apr 30 -4.23 0.17 -0.87
GLD
Gold -1.54 Apr 30 -11.05 8.57 21.05
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 26) 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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 18.33 Apr 30 -5.04 -4.04 -6.08
Technology 15.69 Apr 30 -4.84 -5.93 -3.62
Stocks/Bonds 80/20 Momentum 14.69 Apr 30 -4.38 -3.22 -4.77
Ark Tech Portfolio Cathie Wood 13.34 Apr 30 -7.92 -10.30 -14.95
Talmud Portfolio 2x Leveraged Roger Gibson 12.76 Apr 30 -9.50 -3.27 -4.21
Emerging Markets Stocks 12.68 Apr 30 -9.25 3.80 7.87
Stocks/Bonds 60/40 2x Leveraged 12.51 Apr 30 -8.15 -6.62 -4.34
US Stocks ESG 12.02 Apr 30 -5.45 -6.94 -4.73
Stocks/Bonds 60/40 Momentum 11.06 Apr 30 -3.71 -2.40 -3.41
Diavola Portfolio Davide Pisicchio 10.69 Apr 30 -4.57 -4.09 -1.85
US Stocks 10.40 Apr 30 -5.00 -4.01 -1.66
Dedalo Three Dedalo Invest 10.07 Apr 30 -5.38 -3.32 -0.73
Warren Buffett Portfolio Warren Buffett 9.51 Apr 30 -4.46 -4.28 -1.99
All Country World Stocks 9.31 Apr 30 -6.22 -1.71 1.42
Robust Alpha Architect 8.90 Apr 30 -1.63 3.84 4.53
Edge Select Aggressive Merrill Lynch 8.59 Apr 30 -5.49 -1.35 1.40
Second Grader's Starter Paul Farrell 8.58 Apr 30 -5.67 -1.73 1.31
Robo Advisor 100 Value Tilt Betterment 8.47 Apr 30 -6.32 0.41 3.84
Stocks/Bonds 80/20 8.35 Apr 30 -4.35 -3.20 -1.11
Mid-Twenties Burton Malkiel 8.22 Apr 30 -6.04 -0.57 2.00
Robo Advisor 90 Value Tilt Betterment 8.21 Apr 30 -6.15 0.77 4.35
Dedalo Eleven Dedalo Invest 8.17 Apr 30 -5.51 -1.49 1.38
Developed World ex-US Stocks Momentum 8.12 Apr 30 -8.90 0.10 3.92
Ultimate Buy and Hold Strategy Paul Merriman 8.10 Apr 30 -6.55 2.08 5.48
Dedalo Four Dedalo Invest 8.10 Apr 30 -4.74 -2.66 -0.47
Stocks/Bonds 40/60 2x Leveraged 8.08 Apr 30 -7.07 -4.81 -3.03
US Stocks Quality 8.05 Apr 30 -6.17 -3.22 -0.87
Late Thirties to Early Forties Burton Malkiel 7.96 Apr 30 -5.91 -0.60 1.90
Sheltered Sam 100/0 Bill Bernstein 7.87 Apr 30 -5.91 1.86 5.88
Simple Path to Wealth JL Collins 7.84 Apr 30 -4.18 -3.00 -0.97
Four Funds Bogleheads 7.65 Apr 30 -5.31 -1.29 1.54
Core Four Rick Ferri 7.57 Apr 30 -5.26 -1.27 1.15
Three Funds Bogleheads 7.56 Apr 30 -5.35 -1.32 1.59
All Country World 80/20 7.56 Apr 30 -5.42 -1.42 1.33
LifeStrategy Growth Fund Vanguard 7.51 Apr 30 -5.44 -1.21 1.73
Perfect Portfolio Ben Stein 7.47 Apr 30 -4.64 1.07 4.08
Golden Butterfly 2x Leveraged Tyler 7.46 Apr 30 -11.16 0.55 8.02
Mid-Fifties Burton Malkiel 7.42 Apr 30 -5.68 -0.56 1.70
Stocks/Bonds 40/60 Momentum 7.42 Apr 30 -3.05 -1.58 -2.01
Robo Advisor 80 Value Tilt Betterment 7.38 Apr 30 -5.76 0.68 4.00
Developed World ex-US Stocks 7.37 Apr 30 -8.61 2.75 8.94
Family Taxable Portfolio Ted Aronson 7.34 Apr 30 -5.51 1.40 3.91
Pepperoni Portfolio Davide Pisicchio 7.30 Apr 30 -3.61 -2.46 -0.68
Stocks/Bonds 60/40 ESG 7.29 Apr 30 -3.98 -4.18 -2.45
Long Term Portfolio Ben Stein 7.29 Apr 30 -5.01 0.14 2.63
No Brainer Portfolio Bill Bernstein 7.19 Apr 30 -4.45 0.33 2.97
Sheltered Sam 90/10 Bill Bernstein 7.14 Apr 30 -5.44 1.70 5.40
Edge Select Moderately Aggressive Merrill Lynch 7.13 Apr 30 -4.80 -1.28 1.16
Five Asset Roger Gibson 6.87 Apr 30 -1.04 5.80 7.70
Gretchen Tai Portfolio Gretchen Tai 6.82 Apr 30 -5.61 0.24 3.16
Lazy Portfolio David Swensen 6.80 Apr 30 -4.95 -0.36 1.12
Yale Endowment David Swensen 6.74 Apr 30 -5.05 -0.29 1.40
Ivy Portfolio Mebane Faber 6.71 Apr 30 0.87 7.89 9.41
Jane Bryant Quinn Portfolio Jane Bryant Quinn 6.63 Apr 30 -4.93 -0.87 1.39
Gone Fishin' Portfolio Alexander Green 6.55 Apr 30 -5.81 1.43 5.42
Late Sixties and Beyond Burton Malkiel 6.48 Apr 30 -5.08 -0.50 1.37
Margaritaville Scott Burns 6.45 Apr 30 -4.91 -0.49 2.05
Stocks/Bonds 60/40 with Bitcoin 6.43 Apr 30 -3.61 -2.79 -1.51
Sheltered Sam 80/20 Bill Bernstein 6.41 Apr 30 -4.95 1.55 4.93
Talmud Portfolio Roger Gibson 6.38 Apr 30 -4.39 -0.88 -0.49
Stocks/Bonds 60/40 6.30 Apr 30 -3.69 -2.39 -0.57
JP Morgan Balanced Portfolio JP Morgan 6.02 Apr 30 -3.29 1.21 3.41
US Stocks Equal Weight 6.00 Apr 30 -5.97 0.62 2.01
US Stocks Value 5.95 Apr 30 -4.59 0.10 3.24
Developed World ex-US 80/20 5.94 Apr 30 -7.42 2.18 7.35
Ideal Index Frank Armstrong 5.88 Apr 30 -4.63 1.46 4.02
All Country World 60/40 5.80 Apr 30 -4.62 -1.13 1.21
Couch Potato Scott Burns 5.74 Apr 30 -3.18 -1.80 -0.60
7Twelve Portfolio Craig Israelsen 5.72 Apr 30 0.70 7.06 8.47
European Stocks 5.71 Apr 30 -8.16 -0.95 4.76
Pinwheel Tyler 5.71 Apr 30 -5.62 1.52 4.80
Sheltered Sam 70/30 Bill Bernstein 5.68 Apr 30 -4.46 1.40 4.45
LifeStrategy Moderate Growth Vanguard 5.67 Apr 30 -4.56 -0.91 1.53
Capricciosa Portfolio Davide Pisicchio 5.67 Apr 30 -3.86 -1.46 0.82
Five Fold Scott Burns 5.61 Apr 30 -4.66 -0.03 1.17
Simple and Cheap Time Money Inc 5.60 Apr 30 -4.56 -0.62 1.27
Desert Portfolio 2x Leveraged Gyroscopic Investing 5.58 Apr 30 -8.82 -2.72 1.88
Edge Select Moderate Merrill Lynch 5.54 Apr 30 -4.06 -0.97 1.13
Cape US Sector Value Robert Shiller 5.50 Apr 30 -7.33 -4.29 -4.53
Coward's Portfolio Bill Bernstein 5.47 Apr 30 -3.77 0.95 3.24
Tilt Toward Value Time Money Inc 5.42 Apr 30 -4.30 -0.15 1.68
Golden Ratio Portfolio Frank Vasquez 5.33 Apr 30 -5.42 0.33 3.32
Andrew Tobias Portfolio Andrew Tobias 5.31 Apr 30 -4.53 -0.87 1.97
Sandwich Portfolio Bob Clyatt 5.26 Apr 30 -4.21 -0.11 1.81
Coffeehouse Bill Schultheis 5.23 Apr 30 -3.90 1.02 2.76
Nano Portfolio John Wasik 5.12 Apr 30 -4.52 -0.22 1.06
Big Rocks Portfolio Larry Swedroe 5.03 Apr 30 -3.65 1.25 3.54
Dynamic 60/40 Income The Lazy Team 4.99 Apr 30 -3.27 -0.84 -0.37
Developed World ex-US 60/40 Momentum 4.97 Apr 30 -6.31 0.01 2.61
Sheltered Sam 60/40 Bill Bernstein 4.94 Apr 30 -3.96 1.24 3.96
Ultimate Buy&Hold FundAdvice 4.94 Apr 30 -4.49 1.26 3.68
Stocks/Bonds 40/60 ESG 4.93 Apr 30 -3.26 -2.80 -1.33
One-Decision Portfolio Marvin Appel 4.88 Apr 30 -2.97 0.00 0.78
Four Square Scott Burns 4.87 Apr 30 -4.23 -0.37 1.66
All Weather Portfolio 2x Leveraged Ray Dalio 4.69 Apr 30 -6.87 3.55 6.24
Robo Advisor 50 Value Tilt Betterment 4.67 Apr 30 -4.39 0.12 2.42
Four Seasons Portfolio Davide Pisicchio 4.61 Apr 30 -4.05 -0.61 2.15
Shield Strategy Aim Ways 4.57 Apr 30 -5.19 -0.30 3.67
In Saecula Saeculorum Fulvio Marchese 4.56 Apr 30 -4.31 -1.01 1.87
Developed World ex-US 60/40 4.51 Apr 30 -6.17 1.60 5.69
Odd-Stats Strategy Aim Ways 4.49 Apr 30 -4.61 -0.54 1.45
Aggressive Global Income The Lazy Team 4.44 Apr 30 -3.73 3.90 6.52
Seven Value Scott Burns 4.42 Apr 30 -2.23 5.84 7.34
Weird Portfolio Value Stock Geek 4.40 Apr 30 -6.83 3.11 6.71
Stocks/Bonds 40/60 with Bitcoin 4.38 Apr 30 -2.96 -1.97 -1.00
Global Market Portfolio Credit Suisse 4.32 Apr 30 -4.52 -0.35 1.10
Simple Money Portfolio Tim Maurer 4.29 Apr 30 -4.27 1.25 4.28
Marc Faber Portfolio Marc Faber 4.27 Apr 30 -6.71 2.23 6.53
Stocks/Bonds 40/60 4.25 Apr 30 -3.04 -1.57 -0.05
Six Ways from Sunday Scott Burns 4.24 Apr 30 -1.79 6.29 7.52
Sheltered Sam 50/50 Bill Bernstein 4.21 Apr 30 -3.46 1.09 3.47
GAA Global Asset Allocation Mebane Faber 4.10 Apr 30 -3.44 2.10 4.36
All Country World 40/60 4.04 Apr 30 -3.80 -0.84 1.08
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.03 Apr 30 -11.70 -0.48 8.06
Lifepath Fund iShares 4.03 Apr 30 -3.44 -0.53 1.28
Edge Select Moderately Conservative Merrill Lynch 3.93 Apr 30 -3.34 -0.78 0.95
Eliminate Fat Tails Larry Swedroe 3.93 Apr 30 -2.51 1.55 2.80
LifeStrategy Conservative Growth Vanguard 3.84 Apr 30 -3.67 -0.60 1.29
Stocks/Bonds 20/80 Momentum 3.79 Apr 30 -2.39 -0.77 -0.56
Dynamic 40/60 Income The Lazy Team 3.76 Apr 30 -2.66 -1.43 0.05
Golden Butterfly with Bitcoin Tyler 3.74 Apr 30 -4.81 1.26 4.55
Margherita Portfolio Davide Pisicchio 3.57 Apr 30 -3.70 -0.21 2.44
Rob Arnott Portfolio Rob Arnott 3.56 Apr 30 -1.71 2.78 3.68
Sheltered Sam 40/60 Bill Bernstein 3.48 Apr 30 -2.94 0.94 2.97
Golden Butterfly Tyler 3.47 Apr 30 -5.05 1.87 5.97
All Weather Portfolio with Bitcoin Ray Dalio 3.40 Apr 30 -3.11 0.89 2.05
Developed World ex-US 40/60 Momentum 3.39 Apr 30 -4.96 -0.03 1.87
Desert Portfolio with Bitcoin Gyroscopic Investing 3.23 Apr 30 -3.39 -0.99 1.05
All Weather Portfolio Ray Dalio 3.22 Apr 30 -3.08 1.71 3.58
Aim comfortable trip Aim Ways 3.20 Apr 30 -4.64 1.53 5.71
Ulcer Free Strategy Aim Ways 3.16 Apr 30 -3.83 0.72 3.01
Developed World ex-US 40/60 3.09 Apr 30 -4.88 1.03 3.94
Desert Portfolio Gyroscopic Investing 2.96 Apr 30 -3.65 -0.38 2.47
PISI Portfolio Davide Pisicchio 2.92 Apr 30 -4.11 -0.45 2.24
Larry Portfolio Larry Swedroe 2.78 Apr 30 -2.98 0.96 2.79
Sheltered Sam 30/70 Bill Bernstein 2.75 Apr 30 -2.43 0.78 2.47
Gold Pivot Ptf Aim Ways 2.38 Apr 30 -5.96 1.82 7.22
Permanent Portfolio with Bitcoin Harry Browne 2.35 Apr 30 -5.06 0.78 4.22
Paul Boyer Portfolio Paul Boyer 2.32 Apr 30 -5.89 3.18 7.60
All Country World 20/80 2.29 Apr 30 -2.98 -0.55 0.92
Stocks/Bonds 20/80 2.20 Apr 30 -2.39 -0.76 0.46
Simplified Permanent Portfolio The Lazy Team 2.14 Apr 30 -5.45 1.07 5.68
Permanent Portfolio Harry Browne 2.08 Apr 30 -5.30 1.40 5.62
Edge Select Conservative Merrill Lynch 2.07 Apr 30 -2.16 0.14 1.56
US Stocks Minimum Volatility 2.05 Apr 30 -4.79 -1.10 -1.72
Robo Advisor 20 Value Tilt Betterment 2.03 Apr 30 -2.23 0.16 1.76
Sheltered Sam 20/80 Bill Bernstein 2.01 Apr 30 -1.90 0.63 1.96
LifeStrategy Income Fund Vanguard 2.01 Apr 30 -2.77 -0.30 1.02
Dimensional Retirement Income Fund DFA 1.96 Apr 29 -2.01 0.13 1.18
Developed World ex-US 20/80 1.66 Apr 30 -3.54 0.45 2.11
High Yield Bonds Income The Lazy Team 1.52 Apr 30 -2.13 -0.78 0.41
Sheltered Sam 10/90 Bill Bernstein 1.28 Apr 30 -1.37 0.48 1.45
Robo Advisor 10 Value Tilt Betterment 1.11 Apr 30 -1.39 0.20 1.55
US Inflation Protection 1.09 Apr 30 -1.36 0.41 0.33
Conservative Income Charles Schwab 0.88 Apr 30 -1.38 0.34 0.92
Cockroach Portfolio Tony Dong 0.56 Apr 30 -6.76 3.58 8.65
Sheltered Sam 0/100 Bill Bernstein 0.55 Apr 30 -0.83 0.32 0.93
All Country World Bonds 0.53 Apr 30 -2.14 -0.26 0.73
US Cash 0.29 Apr 30 0.29 0.85 1.84
Total Bond Developed World ex-US 0.23 Apr 30 -2.14 -0.13 0.17
Robo Advisor 0 Betterment 0.20 Apr 30 -0.53 0.24 1.34
Short Term Treasury 0.19 Apr 30 -0.47 0.27 1.34
Total Bond US 0.15 Apr 30 -1.74 0.05 0.95
10-year Treasury -0.15 Apr 30 -2.32 -0.14 0.79
Berkshire Hathaway Warren Buffett -0.87 Apr 30 -5.13 -4.86 -4.78
Gold -1.54 Apr 30 -11.05 8.57 21.05