Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 19 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 Oct 25
Ticker Asset Class Nov 25â–ľ Time(ET) 1M 3M 6M
FLLA
Latin America 3.36 Nov 19, 02:26PM 0.30 14.29 17.12
GLD
Gold 1.77 Nov 19, 03:00PM 3.56 21.51 21.18
BIL
US Cash 0.19 Nov 19, 03:00PM 0.35 1.06 2.13
DBC
Commodities 0.00 Nov 19, 02:52PM 1.55 1.92 11.23
BND
US Total Bond Market -0.16 Nov 19, 03:00PM 0.60 2.89 3.47
EMB
Emerg. Market Bonds -0.22 Nov 19, 03:00PM 1.98 5.44 10.28
TIP
US TIPS -0.29 Nov 19, 02:59PM 0.32 2.37 2.69
HYG
US High Yield Bonds -0.33 Nov 19, 03:00PM -0.01 1.99 5.83
LQD
US Invest. Grade Bonds -0.44 Nov 19, 03:00PM 0.15 3.09 5.36
BNDX
International Bonds -0.63 Nov 19, 03:00PM 1.00 1.67 1.91
VNQ
US REITs -0.87 Nov 19, 03:00PM -2.45 1.00 2.93
TLT
US Long Term Treasuries -1.19 Nov 19, 03:00PM 1.38 5.04 3.18
PFF
US Preferred Stocks -1.62 Nov 19, 03:00PM -0.76 1.46 6.89
VGK
Europe -1.81 Nov 19, 03:00PM 0.63 6.43 12.05
EFA
EAFE Stocks -2.25 Nov 19, 03:00PM 1.20 7.96 13.42
EEM
Emerging Markets -2.71 Nov 19, 03:00PM 3.56 13.88 27.60
VT
World All Countries -2.84 Nov 19, 03:00PM 2.02 8.58 21.57
SPY
US Large Cap -3.00 Nov 19, 03:00PM 2.38 8.21 23.70
VTI
US Total Stock Market -3.20 Nov 19, 03:00PM 2.21 8.19 23.66
IJR
US Small Cap -3.23 Nov 19, 03:00PM -0.87 7.22 18.52
VPL
Pacific -3.61 Nov 19, 03:00PM 4.31 12.62 22.42
QQQ
US Technology -4.86 Nov 19, 03:00PM 4.78 11.47 32.61
CWB
US Convertible Bonds -5.21 Nov 19, 02:59PM 3.03 10.15 21.24
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 Nov 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 Oct 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 4.73 Nov 19, 02:57PM -5.10 -0.57 -10.59
Gold 1.77 Nov 19, 03:00PM 3.56 21.51 21.18
Cockroach Portfolio Tony Dong 1.35 Nov 19, 03:00PM 1.66 7.79 7.87
US Cash 0.19 Nov 19, 03:00PM 0.35 1.06 2.13
Robo Advisor 0 Betterment 0.16 Nov 19, 03:00PM 0.34 1.56 1.84
Short Term Treasury 0.16 Nov 19, 02:59PM 0.33 1.52 1.76
10-year Treasury 0.08 Nov 19, 03:00PM 0.71 3.04 2.78
US Stocks Minimum Volatility -0.01 Nov 19, 03:00PM -2.06 1.01 1.44
Sheltered Sam 0/100 Bill Bernstein -0.02 Nov 19, 02:59PM 0.33 1.86 2.13
Cape US Sector Value Robert Shiller -0.15 Nov 19, 02:56PM -3.07 0.35 5.33
Total Bond US -0.16 Nov 19, 03:00PM 0.60 2.89 3.47
Conservative Income Charles Schwab -0.17 Nov 19, 03:00PM 0.31 2.12 3.05
Robo Advisor 10 Value Tilt Betterment -0.17 Nov 19, 03:00PM 0.58 2.52 3.90
Sheltered Sam 10/90 Bill Bernstein -0.20 Nov 19, 03:00PM 0.38 2.50 3.60
US Inflation Protection -0.29 Nov 19, 02:59PM 0.32 2.37 2.69
Simplified Permanent Portfolio The Lazy Team -0.32 Nov 19, 03:00PM 1.95 9.52 12.74
All Country World Bonds -0.33 Nov 19, 03:00PM 0.96 2.87 3.95
Sheltered Sam 20/80 Bill Bernstein -0.39 Nov 19, 03:00PM 0.43 3.13 5.08
Gold Pivot Ptf Aim Ways -0.41 Nov 19, 03:00PM 2.36 10.77 14.15
Dimensional Retirement Income Fund DFA -0.50 Nov 18 0.47 3.04 6.01
Robo Advisor 20 Value Tilt Betterment -0.50 Nov 19, 03:00PM 0.80 3.46 5.96
High Yield Bonds Income The Lazy Team -0.51 Nov 19, 03:00PM 0.52 3.45 7.38
Marc Faber Portfolio Marc Faber -0.52 Nov 19, 03:00PM 1.30 9.38 12.94
Paul Boyer Portfolio Paul Boyer -0.56 Nov 19, 03:00PM 1.88 10.36 12.68
Sheltered Sam 30/70 Bill Bernstein -0.58 Nov 19, 03:00PM 0.48 3.76 6.57
Edge Select Conservative Merrill Lynch -0.58 Nov 19, 03:00PM 0.70 3.42 6.38
Permanent Portfolio Harry Browne -0.61 Nov 19, 03:00PM 2.04 9.60 12.80
Total Bond Developed World ex-US -0.63 Nov 19, 03:00PM 1.00 1.67 1.91
Larry Portfolio Larry Swedroe -0.67 Nov 19, 03:00PM 0.43 4.31 7.56
Aggressive Global Income The Lazy Team -0.68 Nov 19, 03:00PM -0.67 4.03 9.26
Desert Portfolio Gyroscopic Investing -0.69 Nov 19, 03:00PM 1.42 6.20 10.31
Sheltered Sam 40/60 Bill Bernstein -0.76 Nov 19, 03:00PM 0.52 4.39 8.08
Aim comfortable trip Aim Ways -0.77 Nov 19, 03:00PM 1.51 7.80 11.78
Stocks/Bonds 20/80 -0.77 Nov 19, 03:00PM 0.94 3.98 7.23
PISI Portfolio Davide Pisicchio -0.79 Nov 19, 03:00PM 1.48 6.74 10.98
LifeStrategy Income Fund Vanguard -0.79 Nov 19, 03:00PM 1.01 3.86 6.57
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.82 Nov 19, 03:00PM 3.45 19.21 23.32
All Country World 20/80 -0.83 Nov 19, 03:00PM 1.19 4.08 7.39
Seven Value Scott Burns -0.86 Nov 19, 03:00PM 0.23 4.46 10.40
Six Ways from Sunday Scott Burns -0.87 Nov 19, 03:00PM 0.32 4.29 9.99
Eliminate Fat Tails Larry Swedroe -0.93 Nov 19, 03:00PM 0.74 4.53 8.42
Sheltered Sam 50/50 Bill Bernstein -0.95 Nov 19, 03:00PM 0.57 5.00 9.59
Developed World ex-US 20/80 -0.95 Nov 19, 03:00PM 1.18 3.33 5.11
Permanent Portfolio with Bitcoin Harry Browne -0.95 Nov 19, 03:00PM 1.87 8.98 12.67
Rob Arnott Portfolio Rob Arnott -0.97 Nov 19, 03:00PM 0.77 3.88 7.61
Margherita Portfolio Davide Pisicchio -1.01 Nov 19, 03:00PM 1.51 6.65 11.47
Desert Portfolio with Bitcoin Gyroscopic Investing -1.03 Nov 19, 03:00PM 1.24 5.58 10.16
Developed World ex-US 40/60 Momentum -1.04 Nov 19, 03:00PM 0.33 3.79 7.02
Dynamic 40/60 Income The Lazy Team -1.04 Nov 19, 03:00PM 0.79 3.77 9.49
Golden Butterfly Tyler -1.06 Nov 19, 03:00PM 1.60 9.71 14.09
Stocks/Bonds 20/80 Momentum -1.07 Nov 19, 03:00PM 0.27 3.49 7.09
One-Decision Portfolio Marvin Appel -1.09 Nov 19, 03:00PM 0.12 3.75 8.76
Odd-Stats Strategy Aim Ways -1.11 Nov 19, 03:00PM 1.39 6.32 10.56
Shield Strategy Aim Ways -1.13 Nov 19, 03:00PM 2.14 9.42 15.84
Sheltered Sam 60/40 Bill Bernstein -1.13 Nov 19, 03:00PM 0.62 5.62 11.12
Weird Portfolio Value Stock Geek -1.13 Nov 19, 03:00PM 0.49 8.93 13.10
Simple Money Portfolio Tim Maurer -1.14 Nov 19, 03:00PM 0.30 5.20 11.02
Dynamic 60/40 Income The Lazy Team -1.17 Nov 19, 03:00PM -0.10 2.88 8.01
Ultimate Buy&Hold FundAdvice -1.19 Nov 19, 03:00PM 0.24 5.16 10.96
Big Rocks Portfolio Larry Swedroe -1.20 Nov 19, 03:00PM 0.24 4.97 10.74
Edge Select Moderately Conservative Merrill Lynch -1.20 Nov 19, 03:00PM 1.16 5.07 10.44
Lifepath Fund iShares -1.23 Nov 19, 03:00PM 1.13 5.24 10.36
7Twelve Portfolio Craig Israelsen -1.24 Nov 19, 03:00PM 0.64 4.42 10.94
Developed World ex-US 60/40 Momentum -1.25 Nov 19, 03:00PM 0.04 4.74 9.42
Developed World ex-US 40/60 -1.27 Nov 19, 03:00PM 1.35 4.88 8.19
Ivy Portfolio Mebane Faber -1.28 Nov 19, 03:00PM 0.71 4.86 11.90
LifeStrategy Conservative Growth Vanguard -1.28 Nov 19, 03:00PM 1.29 5.16 10.17
All Weather Portfolio Ray Dalio -1.28 Nov 19, 03:00PM 1.74 6.80 10.93
Pinwheel Tyler -1.29 Nov 19, 03:00PM 1.10 7.88 13.49
Five Asset Roger Gibson -1.29 Nov 19, 03:00PM 0.83 4.81 11.69
In Saecula Saeculorum Fulvio Marchese -1.29 Nov 19, 03:00PM 1.64 7.36 14.07
Ulcer Free Strategy Aim Ways -1.29 Nov 19, 03:00PM 2.07 7.22 10.74
GAA Global Asset Allocation Mebane Faber -1.30 Nov 19, 03:00PM 1.42 6.40 11.51
Sheltered Sam 70/30 Bill Bernstein -1.32 Nov 19, 03:00PM 0.66 6.23 12.67
All Country World 40/60 -1.34 Nov 19, 03:00PM 1.41 5.25 10.88
Four Seasons Portfolio Davide Pisicchio -1.34 Nov 19, 03:00PM 1.68 7.24 13.56
Nano Portfolio John Wasik -1.36 Nov 19, 03:00PM 0.43 4.61 9.08
Coffeehouse Bill Schultheis -1.36 Nov 19, 03:00PM 0.31 5.32 10.79
Stocks/Bonds 40/60 -1.38 Nov 19, 03:00PM 1.27 5.06 11.12
Coward's Portfolio Bill Bernstein -1.38 Nov 19, 03:00PM 0.78 5.53 11.61
Sandwich Portfolio Bob Clyatt -1.41 Nov 19, 03:00PM 0.83 5.26 11.55
Golden Butterfly with Bitcoin Tyler -1.41 Nov 19, 03:00PM 1.43 9.08 13.95
Robo Advisor 50 Value Tilt Betterment -1.41 Nov 19, 03:00PM 1.32 5.93 11.75
Talmud Portfolio Roger Gibson -1.41 Nov 19, 03:00PM 0.18 4.10 9.69
Five Fold Scott Burns -1.41 Nov 19, 03:00PM 0.65 4.75 9.73
Ideal Index Frank Armstrong -1.43 Nov 19, 03:00PM 0.55 5.89 11.88
Global Market Portfolio Credit Suisse -1.47 Nov 19, 03:00PM 1.27 5.75 10.88
Late Sixties and Beyond Burton Malkiel -1.49 Nov 19, 03:00PM 0.96 5.97 13.21
Tilt Toward Value Time Money Inc -1.49 Nov 19, 03:00PM 0.87 5.49 11.58
Sheltered Sam 80/20 Bill Bernstein -1.50 Nov 19, 03:00PM 0.71 6.83 14.22
Four Square Scott Burns -1.55 Nov 19, 03:00PM 1.37 5.63 11.40
Simple and Cheap Time Money Inc -1.57 Nov 19, 03:00PM 1.11 5.67 12.03
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.58 Nov 19, 03:00PM 2.72 12.97 18.92
Stocks/Bonds 40/60 ESG -1.58 Nov 19, 02:56PM 1.42 5.30 11.69
Developed World ex-US 60/40 -1.59 Nov 19, 03:00PM 1.50 6.33 11.17
Edge Select Moderate Merrill Lynch -1.60 Nov 19, 03:00PM 1.37 6.16 13.55
Lazy Portfolio David Swensen -1.60 Nov 19, 03:00PM 0.83 5.64 12.27
All Weather Portfolio with Bitcoin Ray Dalio -1.61 Nov 19, 03:00PM 1.59 6.39 10.91
Yale Endowment David Swensen -1.63 Nov 19, 03:00PM 0.83 5.54 12.09
US Stocks Value -1.64 Nov 19, 03:00PM 1.08 6.41 14.85
Stocks/Bonds 40/60 with Bitcoin -1.65 Nov 19, 03:00PM 1.15 4.81 11.19
Developed World ex-US Stocks Momentum -1.66 Nov 19, 02:57PM -0.47 6.47 13.91
Golden Ratio Portfolio Frank Vasquez -1.68 Nov 19, 03:00PM 1.66 9.44 15.48
Sheltered Sam 90/10 Bill Bernstein -1.69 Nov 19, 03:00PM 0.75 7.44 15.79
Capricciosa Portfolio Davide Pisicchio -1.74 Nov 19, 03:00PM 1.67 6.74 14.60
Couch Potato Scott Burns -1.74 Nov 19, 03:00PM 1.30 5.32 12.65
Andrew Tobias Portfolio Andrew Tobias -1.76 Nov 19, 03:00PM 1.27 6.02 12.69
LifeStrategy Moderate Growth Vanguard -1.77 Nov 19, 03:00PM 1.55 6.41 13.81
Gone Fishin' Portfolio Alexander Green -1.79 Nov 19, 03:00PM 1.38 7.88 15.36
European Stocks -1.81 Nov 19, 03:00PM 0.63 6.43 12.05
All Country World 60/40 -1.84 Nov 19, 03:00PM 1.63 6.39 14.40
Mid-Fifties Burton Malkiel -1.85 Nov 19, 03:00PM 1.29 6.97 15.48
Margaritaville Scott Burns -1.87 Nov 19, 03:00PM 1.49 6.87 14.62
Sheltered Sam 100/0 Bill Bernstein -1.87 Nov 19, 03:00PM 0.79 8.03 17.38
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.88 Nov 19, 03:00PM 1.20 6.11 13.81
Developed World ex-US 80/20 -1.92 Nov 19, 03:00PM 1.64 7.70 14.04
Robust Alpha Architect -1.93 Nov 19, 03:00PM -0.46 4.50 13.19
US Stocks Equal Weight -1.93 Nov 19, 03:00PM -0.93 2.79 12.05
Perfect Portfolio Ben Stein -1.94 Nov 19, 03:00PM 1.69 7.26 17.02
Gretchen Tai Portfolio Gretchen Tai -1.96 Nov 19, 03:00PM 1.50 7.26 15.15
Stocks/Bonds 40/60 Momentum -1.97 Nov 19, 03:00PM -0.04 4.06 10.74
Stocks/Bonds 60/40 -1.98 Nov 19, 03:00PM 1.60 6.12 15.15
Edge Select Moderately Aggressive Merrill Lynch -2.01 Nov 19, 03:00PM 1.67 7.18 16.63
Long Term Portfolio Ben Stein -2.02 Nov 19, 03:00PM 1.14 6.86 15.12
Robo Advisor 80 Value Tilt Betterment -2.04 Nov 19, 03:00PM 1.58 7.77 16.99
Ultimate Buy and Hold Strategy Paul Merriman -2.06 Nov 19, 03:00PM 0.26 7.23 16.94
Late Thirties to Early Forties Burton Malkiel -2.07 Nov 19, 03:00PM 1.51 7.53 16.86
No Brainer Portfolio Bill Bernstein -2.08 Nov 19, 03:00PM 1.02 6.79 15.40
Golden Butterfly 2x Leveraged Tyler -2.09 Nov 19, 03:00PM 2.48 18.18 24.67
Core Four Rick Ferri -2.14 Nov 19, 03:00PM 1.46 7.01 16.35
Mid-Twenties Burton Malkiel -2.17 Nov 19, 03:00PM 1.58 7.75 17.36
Developed World ex-US Stocks -2.24 Nov 19, 03:00PM 1.77 8.99 16.81
Robo Advisor 90 Value Tilt Betterment -2.24 Nov 19, 03:00PM 1.63 8.31 18.63
Three Funds Bogleheads -2.25 Nov 19, 03:00PM 1.79 7.65 17.67
LifeStrategy Growth Fund Vanguard -2.26 Nov 19, 03:00PM 1.80 7.62 17.48
Stocks/Bonds 60/40 with Bitcoin -2.26 Nov 19, 03:00PM 1.48 5.86 15.22
Four Funds Bogleheads -2.27 Nov 19, 03:00PM 1.76 7.60 17.57
Stocks/Bonds 60/40 ESG -2.27 Nov 19, 02:56PM 1.78 6.45 15.98
Pepperoni Portfolio Davide Pisicchio -2.29 Nov 19, 03:00PM 1.95 6.54 16.37
All Weather Portfolio 2x Leveraged Ray Dalio -2.31 Nov 19, 03:00PM 2.74 13.12 19.28
All Country World 80/20 -2.34 Nov 19, 03:00PM 1.83 7.50 17.97
Talmud Portfolio 2x Leveraged Roger Gibson -2.34 Nov 19, 03:00PM -0.10 6.06 13.87
Family Taxable Portfolio Ted Aronson -2.37 Nov 19, 03:00PM 1.66 7.82 16.07
Dedalo Eleven Dedalo Invest -2.39 Nov 19, 03:00PM 2.06 7.86 18.38
Edge Select Aggressive Merrill Lynch -2.39 Nov 19, 03:00PM 1.88 8.09 19.35
Simple Path to Wealth JL Collins -2.44 Nov 19, 03:00PM 1.83 6.90 18.27
US Stocks Quality -2.45 Nov 19, 03:00PM 0.93 6.88 16.44
Robo Advisor 100 Value Tilt Betterment -2.46 Nov 19, 03:00PM 1.53 8.54 19.19
Stocks/Bonds 40/60 2x Leveraged -2.51 Nov 19, 03:00PM 2.36 9.11 18.41
Second Grader's Starter Paul Farrell -2.56 Nov 19, 03:00PM 1.93 8.15 19.70
Stocks/Bonds 80/20 -2.59 Nov 19, 03:00PM 1.91 7.16 19.33
Dedalo Four Dedalo Invest -2.59 Nov 19, 03:00PM 1.94 7.06 18.58
Emerging Markets Stocks -2.71 Nov 19, 03:00PM 3.56 13.88 27.60
All Country World Stocks -2.84 Nov 19, 03:00PM 2.02 8.58 21.57
Warren Buffett Portfolio Warren Buffett -2.85 Nov 19, 02:59PM 2.30 7.68 21.89
Stocks/Bonds 60/40 Momentum -2.88 Nov 19, 03:00PM -0.34 4.60 14.40
Dedalo Three Dedalo Invest -3.09 Nov 19, 03:00PM 2.15 8.31 23.01
US Stocks -3.20 Nov 19, 03:00PM 2.21 8.19 23.66
Diavola Portfolio Davide Pisicchio -3.28 Nov 19, 03:00PM 2.71 8.43 23.51
US Stocks ESG -3.66 Nov 19, 02:56PM 2.48 8.69 25.08
Stocks/Bonds 60/40 2x Leveraged -3.76 Nov 19, 03:00PM 2.97 11.12 27.27
Stocks/Bonds 80/20 Momentum -3.78 Nov 19, 03:00PM -0.61 5.12 18.09
US Stocks Momentum -4.69 Nov 19, 03:00PM -0.87 5.61 21.81
Technology -4.86 Nov 19, 03:00PM 4.78 11.47 32.61
Ark Tech Portfolio Cathie Wood -15.35 Nov 19, 03:00PM 6.51 21.31 66.36