Last Update - 31 August 2026

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

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Return (%) as of Aug 26
Ticker Asset Class 1M 3M 6M
DBC
Commodities 6.28 6.17 24.70
EEM
Emerging Markets 4.57 -1.80 7.65
VNQ
US REITs -2.54 1.66 2.76
TIP
US TIPS -0.02 -1.16 -1.26
BIL
US Cash 0.28 0.89 1.79
EFA
EAFE Stocks 1.77 4.15 3.58
VT
World All Countries 3.01 1.90 9.25
SPY
US Large Cap Blend 2.68 1.66 12.41
BNDX
International Bonds -0.21 -0.91 -2.00
VTI
US Total Stock Market 2.70 1.80 12.30
BND
US Total Bond Market 0.36 -0.65 -1.96
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
IJR
US Small Cap Blend -0.65 4.54 11.94
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
QQQ
US Technology 4.18 -2.81 18.30
HYG
US High Yield Bonds 0.90 0.84 1.84
PFF
US Preferred Stocks 0.37 -2.22 -0.75
CWB
US Convertible Bonds 0.54 -5.05 9.17
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
Emerging Markets Stocks 0.52 Sep 01 4.57 -1.80 7.65
Ivy Portfolio Mebane Faber 0.12 Sep 01 2.15 2.63 10.06
Five Asset Roger Gibson 0.06 Sep 01 2.08 2.37 8.70
US Inflation Protection 0.00 Sep 01 -0.02 -1.16 -1.26
7Twelve Portfolio Craig Israelsen -0.02 Sep 01 1.91 2.58 9.05
Six Ways from Sunday Scott Burns -0.06 Sep 01 1.95 3.35 5.77
Seven Value Scott Burns -0.09 Sep 01 1.99 3.82 6.33
Cockroach Portfolio Tony Dong -0.10 Sep 01 1.85 1.92 -5.69
Eliminate Fat Tails Larry Swedroe -0.12 Sep 01 0.73 0.33 3.29
Lazy Portfolio David Swensen -0.15 Sep 01 1.00 0.87 4.84
Five Fold Scott Burns -0.15 Sep 01 0.58 0.74 3.33
Berkshire Hathaway Warren Buffett -0.17 Sep 01 -1.30 6.44 -0.05
Mid-Twenties Burton Malkiel -0.17 Sep 01 1.97 1.35 6.94
Margaritaville Scott Burns -0.17 Sep 01 1.93 0.95 5.33
Rob Arnott Portfolio Rob Arnott -0.18 Sep 01 1.21 0.47 2.93
US Stocks Value -0.18 Sep 01 1.91 4.12 7.21
Late Thirties to Early Forties Burton Malkiel -0.18 Sep 01 1.87 1.37 6.69
Sheltered Sam 0/100 Bill Bernstein -0.19 Sep 01 0.09 -0.23 -0.39
Ultimate Buy and Hold Strategy Paul Merriman -0.19 Sep 01 1.80 3.10 7.02
Sheltered Sam 10/90 Bill Bernstein -0.19 Sep 01 0.29 0.18 0.50
Mid-Fifties Burton Malkiel -0.20 Sep 01 1.57 1.31 5.96
Yale Endowment David Swensen -0.20 Sep 01 1.05 0.90 4.79
Nano Portfolio John Wasik -0.20 Sep 01 0.45 1.22 3.07
Sheltered Sam 20/80 Bill Bernstein -0.20 Sep 01 0.48 0.59 1.38
Developed World ex-US Stocks Momentum -0.21 Sep 01 2.11 1.90 2.19
Couch Potato Scott Burns -0.21 Sep 01 1.40 0.39 5.49
Sheltered Sam 30/70 Bill Bernstein -0.21 Sep 01 0.67 0.98 2.24
Perfect Portfolio Ben Stein -0.21 Sep 01 2.62 1.76 7.86
Sheltered Sam 40/60 Bill Bernstein -0.22 Sep 01 0.85 1.37 3.10
Late Sixties and Beyond Burton Malkiel -0.22 Sep 01 1.13 1.29 5.02
Four Square Scott Burns -0.23 Sep 01 1.42 0.50 3.48
Sheltered Sam 50/50 Bill Bernstein -0.23 Sep 01 1.03 1.75 3.94
Talmud Portfolio Roger Gibson -0.23 Sep 01 0.14 0.98 4.31
Long Term Portfolio Ben Stein -0.23 Sep 01 1.49 2.00 6.95
Robo Advisor 100 Value Tilt Betterment -0.23 Sep 01 2.41 2.82 8.46
Sheltered Sam 60/40 Bill Bernstein -0.23 Sep 01 1.20 2.12 4.77
Ideal Index Frank Armstrong -0.24 Sep 01 1.08 2.37 5.37
Sheltered Sam 70/30 Bill Bernstein -0.24 Sep 01 1.36 2.48 5.59
Cape US Sector Value Robert Shiller -0.24 Sep 01 0.49 2.81 -0.48
Dedalo Eleven Dedalo Invest -0.24 Sep 01 2.35 1.03 7.66
Sheltered Sam 80/20 Bill Bernstein -0.25 Sep 01 1.53 2.84 6.40
Talmud Portfolio 2x Leveraged Roger Gibson -0.25 Sep 01 0.08 -0.22 4.04
Sheltered Sam 90/10 Bill Bernstein -0.26 Sep 01 1.69 3.19 7.20
Ultimate Buy&Hold FundAdvice -0.26 Sep 01 1.20 1.93 3.87
Big Rocks Portfolio Larry Swedroe -0.26 Sep 01 0.88 2.51 5.33
Sheltered Sam 100/0 Bill Bernstein -0.27 Sep 01 1.84 3.53 7.99
Edge Select Aggressive Merrill Lynch -0.27 Sep 01 2.50 1.30 8.22
JP Morgan Balanced Portfolio JP Morgan -0.27 Sep 01 1.50 1.81 6.36
Family Taxable Portfolio Ted Aronson -0.27 Sep 01 2.01 0.83 5.98
Robo Advisor 90 Value Tilt Betterment -0.27 Sep 01 2.59 2.00 7.74
Aggressive Portfolio Lyn Alden -0.27 Sep 01 2.34 1.36 5.66
Four Funds Bogleheads -0.28 Sep 01 2.30 1.35 7.19
Developed World ex-US 60/40 Momentum -0.28 Sep 01 1.23 0.84 0.59
Robo Advisor 80 Value Tilt Betterment -0.28 Sep 01 2.35 1.69 6.69
Coward's Portfolio Bill Bernstein -0.28 Sep 01 1.24 2.03 5.82
US Cash -0.29 Sep 01 0.28 0.89 1.79
Moderate Portfolio Lyn Alden -0.29 Sep 01 2.26 1.04 4.89
Robo Advisor 50 Value Tilt Betterment -0.29 Sep 01 1.38 1.04 3.51
Core Four Rick Ferri -0.29 Sep 01 1.89 1.38 6.81
Simple and Cheap Time Money Inc -0.29 Sep 01 1.26 0.88 4.13
Sandwich Portfolio Bob Clyatt -0.30 Sep 01 1.27 0.91 3.96
Simple Money Portfolio Tim Maurer -0.30 Sep 01 1.11 2.60 3.97
US Stocks Minimum Volatility -0.30 Sep 01 3.67 5.42 4.55
Gretchen Tai Portfolio Gretchen Tai -0.30 Sep 01 2.02 0.89 5.17
One-Decision Portfolio Marvin Appel -0.30 Sep 01 0.22 1.15 4.24
Robust Alpha Architect -0.31 Sep 01 1.14 0.92 10.91
Tilt Toward Value Time Money Inc -0.31 Sep 01 1.11 1.29 4.38
Conservative Income Charles Schwab -0.31 Sep 01 0.12 -0.14 -0.40
Short Term Treasury -0.31 Sep 01 0.17 0.39 0.19
LifeStrategy Growth Fund Vanguard -0.31 Sep 01 2.31 1.39 6.97
Developed World ex-US 40/60 Momentum -0.32 Sep 01 0.77 0.28 -0.25
Robo Advisor 20 Value Tilt Betterment -0.32 Sep 01 0.68 0.56 1.37
Second Grader's Starter Paul Farrell -0.32 Sep 01 2.55 1.63 8.51
Edge Select Moderately Aggressive Merrill Lynch -0.32 Sep 01 2.19 0.93 6.55
All Country World Stocks -0.32 Sep 01 3.01 1.90 9.25
Three Funds Bogleheads -0.32 Sep 01 2.34 1.40 7.12
Global Market Portfolio Credit Suisse -0.32 Sep 01 1.30 -0.25 1.75
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.32 Sep 01 1.58 1.13 5.53
Robo Advisor 10 Value Tilt Betterment -0.32 Sep 01 0.44 0.45 0.74
Robo Advisor 0 Betterment -0.33 Sep 01 0.19 0.36 0.10
Lifepath Fund iShares -0.34 Sep 01 1.22 0.51 2.90
Coffeehouse Bill Schultheis -0.34 Sep 01 0.67 2.02 4.69
LifeStrategy Moderate Growth Vanguard -0.34 Sep 01 1.81 0.90 4.78
All Country World 80/20 -0.34 Sep 01 2.49 1.42 7.09
No Brainer Portfolio Bill Bernstein -0.34 Sep 01 1.30 2.24 7.44
Andrew Tobias Portfolio Andrew Tobias -0.35 Sep 01 1.59 2.16 5.31
Aggressive Global Income The Lazy Team -0.36 Sep 01 0.33 3.41 4.53
GAA Global Asset Allocation Mebane Faber -0.36 Sep 01 2.09 0.17 2.33
Warren Buffett Portfolio Warren Buffett -0.36 Sep 01 2.61 1.66 11.52
Gone Fishin' Portfolio Alexander Green -0.36 Sep 01 1.99 0.85 4.13
Pinwheel Tyler -0.36 Sep 01 1.72 1.29 2.82
All Country World 60/40 -0.36 Sep 01 1.95 0.92 4.92
LifeStrategy Conservative Growth Vanguard -0.36 Sep 01 1.30 0.38 2.55
US Stocks Quality -0.37 Sep 01 1.50 3.49 9.10
Edge Select Moderate Merrill Lynch -0.37 Sep 01 1.74 0.59 4.66
Conservative Portfolio Lyn Alden -0.37 Sep 01 1.88 1.19 3.36
Stocks/Bonds 40/60 2x Leveraged -0.38 Sep 01 2.28 -1.00 3.14
Dedalo Four Dedalo Invest -0.39 Sep 01 2.24 1.33 8.66
Dedalo Three Dedalo Invest -0.39 Sep 01 2.79 1.83 11.36
All Country World 40/60 -0.39 Sep 01 1.39 0.40 2.72
Larry Portfolio Larry Swedroe -0.39 Sep 01 0.80 0.64 1.29
Stocks/Bonds 40/60 ESG -0.39 Sep 01 1.53 0.32 4.52
Total Bond Developed World ex-US -0.39 Sep 01 -0.21 -0.91 -2.00
LifeStrategy Income Fund Vanguard -0.39 Sep 01 0.76 -0.16 0.30
Edge Select Conservative Merrill Lynch -0.39 Sep 01 0.77 0.50 1.54
Developed World ex-US 20/80 -0.40 Sep 01 0.56 -0.23 -0.59
Developed World ex-US 40/60 -0.41 Sep 01 1.28 0.41 0.77
All Country World 20/80 -0.41 Sep 01 0.80 -0.14 0.50
Stocks/Bonds 60/40 ESG -0.41 Sep 01 2.08 0.82 7.93
Edge Select Moderately Conservative Merrill Lynch -0.41 Sep 01 1.33 0.22 2.78
Stocks/Bonds 60/40 with Bitcoin -0.41 Sep 01
partial data		 2.14 0.98 6.76
US Stocks -0.41 Sep 01 2.70 1.80 12.30
Stocks/Bonds 40/60 with Bitcoin -0.41 Sep 01
partial data		 1.68 0.49 3.89
Developed World ex-US 60/40 -0.41 Sep 01 1.97 1.01 2.07
Stocks/Bonds 80/20 -0.42 Sep 01 2.27 1.35 9.43
Simple Path to Wealth JL Collins -0.42 Sep 01 2.16 1.23 8.71
Dynamic 60/40 Income The Lazy Team -0.42 Sep 01 0.29 0.53 3.26
Stocks/Bonds 60/40 -0.42 Sep 01 1.82 0.88 6.57
Stocks/Bonds 40/60 -0.42 Sep 01 1.36 0.39 3.71
Developed World ex-US 80/20 -0.42 Sep 01 2.63 1.59 3.33
Stocks/Bonds 20/80 -0.43 Sep 01 0.87 -0.12 0.87
Total Bond US -0.43 Sep 01 0.36 -0.65 -1.96
All Country World Bonds -0.43 Sep 01 0.19 -0.71 -1.75
All Weather Portfolio with Bitcoin Ray Dalio -0.43 Sep 01
partial data		 2.62 -0.02 1.25
Developed World ex-US Stocks -0.43 Sep 01 3.26 2.14 4.54
All Weather Portfolio Ray Dalio -0.44 Sep 01 2.42 -0.07 1.07
US Stocks ESG -0.45 Sep 01 3.11 1.77 14.89
Pepperoni Portfolio Davide Pisicchio -0.47 Sep 01 1.89 0.23 7.80
Diavola Portfolio Davide Pisicchio -0.48 Sep 01 2.85 0.40 12.42
All Weather Portfolio 2x Leveraged Ray Dalio -0.48 Sep 01 4.98 0.16 -1.92
Stocks/Bonds 60/40 2x Leveraged -0.49 Sep 01 3.23 -0.13 9.22
10-year Treasury -0.51 Sep 01 0.12 -1.03 -3.49
Capricciosa Portfolio Davide Pisicchio -0.53 Sep 01 1.93 0.36 4.87
European Stocks -0.53 Sep 01 1.18 4.38 3.52
Desert Portfolio with Bitcoin Gyroscopic Investing -0.53 Sep 01
partial data		 2.00 0.29 1.23
Stocks/Bonds 20/80 Momentum -0.54 Sep 01 0.34 -1.64 2.20
Odd-Stats Strategy Aim Ways -0.55 Sep 01 2.14 -0.34 1.83
Dynamic 40/60 Income The Lazy Team -0.56 Sep 01 0.97 0.09 2.61
US Stocks Equal Weight -0.56 Sep 01 2.04 5.46 7.91
Desert Portfolio Gyroscopic Investing -0.57 Sep 01 1.82 0.14 0.60
Weird Portfolio Value Stock Geek -0.57 Sep 01 2.15 0.86 -1.37
Aim comfortable trip Aim Ways -0.57 Sep 01 2.24 0.90 0.81
Four Seasons Portfolio Davide Pisicchio -0.58 Sep 01 2.12 0.02 2.64
Marc Faber Portfolio Marc Faber -0.58 Sep 01 2.49 0.10 -1.90
Margherita Portfolio Davide Pisicchio -0.58 Sep 01 1.85 -0.21 1.25
In Saecula Saeculorum Fulvio Marchese -0.59 Sep 01 2.29 0.24 2.50
Golden Ratio Portfolio Frank Vasquez -0.61 Sep 01 2.64 0.07 0.86
PISI Portfolio Davide Pisicchio -0.62 Sep 01 1.89 -0.29 -0.22
Stocks/Bonds 40/60 Momentum -0.65 Sep 01 0.32 -2.54 6.37
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.66 Sep 01 3.37 -1.86 -3.47
Paul Boyer Portfolio Paul Boyer -0.66 Sep 01 3.04 -0.69 -3.51
Golden Butterfly with Bitcoin Tyler -0.67 Sep 01
partial data		 2.81 0.76 0.43
Technology -0.68 Sep 01 4.18 -2.81 18.30
High Yield Bonds Income The Lazy Team -0.69 Sep 01 0.81 -0.42 -0.18
Ulcer Free Strategy Aim Ways -0.71 Sep 01 1.65 -2.03 -0.50
Permanent Portfolio with Bitcoin Harry Browne -0.71 Sep 01
partial data		 3.48 -0.31 -2.26
Golden Butterfly Tyler -0.71 Sep 01 2.64 0.61 -0.17
Permanent Portfolio Harry Browne -0.75 Sep 01 3.30 -0.46 -2.84
Stocks/Bonds 60/40 Momentum -0.76 Sep 01 0.30 -3.35 10.56
Shield Strategy Aim Ways -0.77 Sep 01 3.43 -0.71 0.98
Simplified Permanent Portfolio The Lazy Team -0.81 Sep 01 3.12 -0.54 -3.21
Stocks/Bonds 80/20 Momentum -0.88 Sep 01 0.28 -4.10 14.76
Gold Pivot Ptf Aim Ways -0.96 Sep 01 4.18 -1.07 -3.40
US Stocks Momentum -0.99 Sep 01 0.26 -4.79 18.98
Golden Butterfly 2x Leveraged Tyler -1.10 Sep 01 3.59 -0.37 -3.76
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.13 Sep 01 5.62 -2.70 -9.76
Ark Tech Portfolio Cathie Wood -1.28 Sep 01 16.42 7.30 25.10
Gold -1.80 Sep 01 9.93 -2.09 -15.57
Dimensional Retirement Income Fund DFA - not available 0.59 0.04 1.66