Assets and Lazy Portfolios Short Term Returns

Last Update - Sep 15 2025, 02:00PM 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 Aug 25
Ticker Asset Class Sep 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 6.55 Sep 15, 01:59PM 4.99 4.77 20.82
EEM
Emerging Markets 5.63 Sep 15, 02:00PM 2.68 10.60 16.51
FLLA
Latin America 4.65 Sep 15, 01:29PM 7.73 7.22 24.02
TLT
US Long Term Treasuries 4.64 Sep 15, 01:59PM 0.01 1.51 -4.26
VPL
Pacific 4.14 Sep 15, 01:53PM 5.00 9.16 18.67
QQQ
US Technology 3.63 Sep 15, 02:00PM 0.95 10.00 12.54
CWB
US Convertible Bonds 3.22 Sep 15, 02:00PM 1.75 8.65 10.07
VT
World All Countries 2.69 Sep 15, 02:00PM 2.96 8.95 11.84
LQD
US Invest. Grade Bonds 2.68 Sep 15, 01:59PM 1.04 3.06 2.51
PFF
US Preferred Stocks 2.43 Sep 15, 02:00PM 1.20 5.82 2.14
SPY
US Large Cap 2.41 Sep 15, 02:00PM 2.05 9.77 9.21
VTI
US Total Stock Market 2.40 Sep 15, 02:00PM 2.35 10.10 9.33
EFA
EAFE Stocks 2.37 Sep 15, 02:00PM 4.52 4.79 14.08
EMB
Emerg. Market Bonds 2.00 Sep 15, 02:00PM 1.80 5.25 4.98
VGK
Europe 1.83 Sep 15, 01:59PM 3.77 3.77 13.93
BND
US Total Bond Market 1.56 Sep 15, 02:00PM 1.15 2.42 2.14
DBC
Commodities 1.53 Sep 15, 01:59PM -1.07 6.37 0.95
TIP
US TIPS 0.95 Sep 15, 01:59PM 1.61 2.58 2.75
HYG
US High Yield Bonds 0.85 Sep 15, 02:00PM 1.11 3.10 3.89
IJR
US Small Cap 0.70 Sep 15, 02:00PM 7.04 12.43 6.30
BNDX
International Bonds 0.53 Sep 15, 01:59PM 0.14 0.36 0.89
VNQ
US REITs 0.51 Sep 15, 02:00PM 3.48 4.28 0.22
BIL
US Cash 0.17 Sep 15, 02:00PM 0.37 1.07 2.11
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 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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Aug 25
Portfolio Author Sep 25â–ľ Time(ET) 1M 3M 6M
Gold 6.55 Sep 15, 01:59PM 4.99 4.77 20.82
All Weather Portfolio 2x Leveraged Ray Dalio 6.17 Sep 15, 02:00PM 2.85 8.88 2.23
Emerging Markets Stocks 5.63 Sep 15, 02:00PM 2.68 10.60 16.51
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.53 Sep 15, 02:00PM 5.48 8.85 15.41
Ark Tech Portfolio Cathie Wood 5.30 Sep 15, 02:00PM 0.61 26.32 28.50
Golden Butterfly 2x Leveraged Tyler 4.53 Sep 15, 02:00PM 6.85 10.99 13.37
US Stocks Momentum 4.39 Sep 15, 01:58PM 1.01 5.48 12.10
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.23 Sep 15, 02:00PM 4.12 8.84 10.07
Stocks/Bonds 60/40 2x Leveraged 3.86 Sep 15, 02:00PM 3.29 12.56 8.85
Stocks/Bonds 80/20 Momentum 3.82 Sep 15, 02:00PM 1.04 4.91 10.15
Paul Boyer Portfolio Paul Boyer 3.66 Sep 15, 02:00PM 2.78 4.76 7.72
Technology 3.63 Sep 15, 02:00PM 0.95 10.00 12.54
Stocks/Bonds 40/60 2x Leveraged 3.49 Sep 15, 02:00PM 3.17 9.75 7.01
Permanent Portfolio Harry Browne 3.44 Sep 15, 02:00PM 2.10 4.37 7.12
Permanent Portfolio with Bitcoin Harry Browne 3.42 Sep 15, 02:00PM 1.84 4.35 7.20
Golden Ratio Portfolio Frank Vasquez 3.38 Sep 15, 02:00PM 3.07 6.84 6.34
All Weather Portfolio with Bitcoin Ray Dalio 3.29 Sep 15, 02:00PM 1.10 4.74 3.46
All Weather Portfolio Ray Dalio 3.26 Sep 15, 02:00PM 1.30 4.78 3.18
Stocks/Bonds 60/40 Momentum 3.26 Sep 15, 02:00PM 1.06 4.32 8.18
Developed World ex-US Stocks Momentum 3.14 Sep 15, 01:53PM 3.98 5.39 17.63
Weird Portfolio Value Stock Geek 3.09 Sep 15, 02:00PM 4.26 6.59 8.95
Gold Pivot Ptf Aim Ways 3.06 Sep 15, 02:00PM 2.32 3.87 10.11
Shield Strategy Aim Ways 3.06 Sep 15, 02:00PM 2.23 5.61 9.32
Golden Butterfly Tyler 3.04 Sep 15, 02:00PM 3.35 6.24 6.90
Golden Butterfly with Bitcoin Tyler 3.02 Sep 15, 02:00PM 3.08 6.22 6.98
Simplified Permanent Portfolio The Lazy Team 2.93 Sep 15, 02:00PM 2.76 5.00 9.09
Marc Faber Portfolio Marc Faber 2.91 Sep 15, 02:00PM 3.23 5.11 9.15
US Stocks ESG 2.81 Sep 15, 01:56PM 2.34 10.26 9.40
Developed World ex-US Stocks 2.71 Sep 15, 02:00PM 4.43 6.47 16.41
GAA Global Asset Allocation Mebane Faber 2.70 Sep 15, 02:00PM 1.85 4.91 6.02
Stocks/Bonds 40/60 Momentum 2.69 Sep 15, 02:00PM 1.09 3.71 6.19
All Country World Stocks 2.69 Sep 15, 02:00PM 2.96 8.95 11.84
Edge Select Aggressive Merrill Lynch 2.67 Sep 15, 02:00PM 2.59 8.17 10.18
Global Market Portfolio Credit Suisse 2.66 Sep 15, 02:00PM 1.69 4.83 5.12
Mid-Twenties Burton Malkiel 2.64 Sep 15, 02:00PM 2.76 7.48 9.40
Talmud Portfolio 2x Leveraged Roger Gibson 2.63 Sep 15, 02:00PM 3.39 8.15 3.13
Late Thirties to Early Forties Burton Malkiel 2.60 Sep 15, 02:00PM 2.71 7.34 9.00
Second Grader's Starter Paul Farrell 2.57 Sep 15, 02:00PM 2.81 8.37 10.55
Dedalo Eleven Dedalo Invest 2.55 Sep 15, 02:00PM 2.47 7.80 9.53
Family Taxable Portfolio Ted Aronson 2.55 Sep 15, 02:00PM 3.30 7.71 8.50
Diavola Portfolio Davide Pisicchio 2.52 Sep 15, 02:00PM 1.89 9.25 9.50
Dedalo Three Dedalo Invest 2.49 Sep 15, 02:00PM 2.54 9.74 10.09
Robo Advisor 100 Value Tilt Betterment 2.49 Sep 15, 02:00PM 3.54 8.42 10.75
Three Funds Bogleheads 2.48 Sep 15, 02:00PM 2.70 7.62 9.83
Edge Select Moderately Aggressive Merrill Lynch 2.48 Sep 15, 02:00PM 2.31 7.19 8.86
Mid-Fifties Burton Malkiel 2.47 Sep 15, 02:00PM 2.63 6.95 8.11
Robo Advisor 90 Value Tilt Betterment 2.46 Sep 15, 02:00PM 3.27 8.29 10.55
Gretchen Tai Portfolio Gretchen Tai 2.46 Sep 15, 02:00PM 2.85 6.66 9.35
In Saecula Saeculorum Fulvio Marchese 2.45 Sep 15, 02:00PM 2.19 6.08 7.52
LifeStrategy Growth Fund Vanguard 2.44 Sep 15, 02:00PM 2.68 7.44 9.89
Four Funds Bogleheads 2.42 Sep 15, 02:00PM 2.74 7.63 9.89
All Country World 80/20 2.40 Sep 15, 02:00PM 2.57 7.62 9.91
US Stocks 2.40 Sep 15, 02:00PM 2.35 10.10 9.33
PISI Portfolio Davide Pisicchio 2.34 Sep 15, 02:00PM 2.19 5.09 6.59
Robo Advisor 80 Value Tilt Betterment 2.34 Sep 15, 02:00PM 3.03 7.62 9.68
Gone Fishin' Portfolio Alexander Green 2.32 Sep 15, 02:00PM 3.37 7.14 9.39
Core Four Rick Ferri 2.28 Sep 15, 02:00PM 2.67 7.35 8.70
Developed World ex-US 80/20 2.27 Sep 15, 02:00PM 3.67 5.38 13.44
Pinwheel Tyler 2.24 Sep 15, 02:00PM 3.43 6.17 8.68
Ulcer Free Strategy Aim Ways 2.24 Sep 15, 02:00PM 1.56 3.87 6.57
Stocks/Bonds 80/20 2.23 Sep 15, 02:00PM 2.12 8.54 7.87
Edge Select Moderate Merrill Lynch 2.23 Sep 15, 02:00PM 2.12 6.15 7.38
Margaritaville Scott Burns 2.20 Sep 15, 02:00PM 2.75 6.60 9.28
Simple Path to Wealth JL Collins 2.19 Sep 15, 02:00PM 2.06 8.15 7.51
Late Sixties and Beyond Burton Malkiel 2.18 Sep 15, 02:00PM 2.42 6.22 6.66
Warren Buffett Portfolio Warren Buffett 2.16 Sep 15, 01:59PM 1.96 9.15 8.90
Perfect Portfolio Ben Stein 2.15 Sep 15, 02:00PM 2.51 7.37 9.51
LifeStrategy Moderate Growth Vanguard 2.14 Sep 15, 02:00PM 2.25 6.06 7.87
Four Seasons Portfolio Davide Pisicchio 2.14 Sep 15, 02:00PM 2.21 5.90 7.82
Stocks/Bonds 60/40 with Bitcoin 2.13 Sep 15, 02:00PM 1.69 6.93 6.83
Stocks/Bonds 20/80 Momentum 2.13 Sep 15, 02:00PM 1.12 3.07 4.18
All Country World 60/40 2.12 Sep 15, 02:00PM 2.17 6.27 7.97
Dedalo Four Dedalo Invest 2.10 Sep 15, 02:00PM 2.09 7.86 8.28
Stocks/Bonds 60/40 ESG 2.10 Sep 15, 01:56PM 2.09 7.28 6.68
High Yield Bonds Income The Lazy Team 2.09 Sep 15, 02:00PM 1.20 3.82 3.23
Developed World ex-US 60/40 Momentum 2.09 Sep 15, 01:59PM 2.60 3.57 11.16
Stocks/Bonds 60/40 2.07 Sep 15, 02:00PM 1.88 6.99 6.42
Robust Alpha Architect 2.05 Sep 15, 02:00PM 2.60 6.26 8.67
Ultimate Buy and Hold Strategy Paul Merriman 2.05 Sep 15, 02:00PM 4.59 9.14 12.51
Capricciosa Portfolio Davide Pisicchio 2.00 Sep 15, 02:00PM 2.09 6.55 7.53
Long Term Portfolio Ben Stein 1.97 Sep 15, 02:00PM 3.14 7.02 8.35
Stocks/Bonds 40/60 with Bitcoin 1.97 Sep 15, 02:00PM 1.45 5.39 5.39
Rob Arnott Portfolio Rob Arnott 1.97 Sep 15, 02:00PM 1.30 3.89 3.17
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.96 Sep 15, 02:00PM 2.61 6.47 7.77
Margherita Portfolio Davide Pisicchio 1.95 Sep 15, 02:00PM 2.12 5.13 7.22
Aim comfortable trip Aim Ways 1.95 Sep 15, 02:00PM 2.87 4.68 8.60
Simple and Cheap Time Money Inc 1.94 Sep 15, 02:00PM 2.29 5.65 6.70
Edge Select Moderately Conservative Merrill Lynch 1.92 Sep 15, 02:00PM 1.77 4.92 5.82
Pepperoni Portfolio Davide Pisicchio 1.91 Sep 15, 02:00PM 1.86 7.18 7.56
Stocks/Bonds 40/60 1.90 Sep 15, 02:00PM 1.64 5.45 4.99
Robo Advisor 50 Value Tilt Betterment 1.90 Sep 15, 02:00PM 2.29 5.41 6.71
Lifepath Fund iShares 1.88 Sep 15, 02:00PM 2.08 5.16 5.87
Sheltered Sam 100/0 Bill Bernstein 1.87 Sep 15, 02:00PM 4.33 8.96 8.70
Odd-Stats Strategy Aim Ways 1.85 Sep 15, 02:00PM 1.74 3.89 5.69
LifeStrategy Conservative Growth Vanguard 1.84 Sep 15, 02:00PM 1.80 4.66 5.84
Developed World ex-US 60/40 1.84 Sep 15, 02:00PM 2.87 4.23 10.40
All Country World 40/60 1.83 Sep 15, 02:00PM 1.76 4.91 6.03
European Stocks 1.83 Sep 15, 01:59PM 3.77 3.77 13.93
Lazy Portfolio David Swensen 1.81 Sep 15, 02:00PM 2.64 6.19 6.92
Five Asset Roger Gibson 1.79 Sep 15, 02:00PM 2.00 5.94 5.60
Four Square Scott Burns 1.78 Sep 15, 02:00PM 2.14 5.07 7.21
Ivy Portfolio Mebane Faber 1.77 Sep 15, 02:00PM 2.24 6.28 6.00
Tilt Toward Value Time Money Inc 1.77 Sep 15, 02:00PM 2.53 5.84 5.93
Sheltered Sam 90/10 Bill Bernstein 1.74 Sep 15, 02:00PM 4.03 8.25 8.09
Stocks/Bonds 40/60 ESG 1.74 Sep 15, 01:56PM 1.96 5.81 5.34
Yale Endowment David Swensen 1.73 Sep 15, 02:00PM 2.69 6.09 7.06
Stocks/Bonds 20/80 1.73 Sep 15, 02:00PM 1.40 3.93 3.56
Desert Portfolio Gyroscopic Investing 1.70 Sep 15, 02:00PM 2.14 4.77 6.99
Andrew Tobias Portfolio Andrew Tobias 1.69 Sep 15, 02:00PM 2.67 5.37 8.72
Couch Potato Scott Burns 1.68 Sep 15, 02:00PM 1.99 6.28 6.00
Desert Portfolio with Bitcoin Gyroscopic Investing 1.67 Sep 15, 02:00PM 1.88 4.74 7.07
No Brainer Portfolio Bill Bernstein 1.65 Sep 15, 02:00PM 3.48 7.59 8.59
Sheltered Sam 80/20 Bill Bernstein 1.61 Sep 15, 02:00PM 3.72 7.55 7.48
Cockroach Portfolio Tony Dong 1.61 Sep 15, 02:00PM 2.32 2.73 4.65
Dynamic 40/60 Income The Lazy Team 1.60 Sep 15, 02:00PM 1.48 5.11 4.55
Developed World ex-US 40/60 Momentum 1.57 Sep 15, 01:59PM 1.83 2.57 7.82
Total Bond US 1.56 Sep 15, 02:00PM 1.15 2.42 2.14
Nano Portfolio John Wasik 1.56 Sep 15, 02:00PM 2.67 4.81 5.74
Sandwich Portfolio Bob Clyatt 1.55 Sep 15, 02:00PM 2.62 6.05 8.07
All Country World 20/80 1.55 Sep 15, 02:00PM 1.34 3.53 4.08
LifeStrategy Income Fund Vanguard 1.55 Sep 15, 02:00PM 1.33 3.24 3.81
Five Fold Scott Burns 1.53 Sep 15, 02:00PM 2.39 4.91 5.79
Coffeehouse Bill Schultheis 1.52 Sep 15, 02:00PM 3.27 6.42 5.00
Talmud Portfolio Roger Gibson 1.49 Sep 15, 02:00PM 2.32 5.57 3.83
Ideal Index Frank Armstrong 1.49 Sep 15, 02:00PM 3.40 6.20 7.59
Sheltered Sam 70/30 Bill Bernstein 1.48 Sep 15, 02:00PM 3.41 6.84 6.87
Ultimate Buy&Hold FundAdvice 1.43 Sep 15, 02:00PM 3.37 6.51 8.87
Developed World ex-US 40/60 1.40 Sep 15, 02:00PM 2.02 3.01 7.30
10-year Treasury 1.39 Sep 15, 02:00PM 1.65 2.66 2.81
7Twelve Portfolio Craig Israelsen 1.36 Sep 15, 02:00PM 2.14 5.98 6.06
Sheltered Sam 60/40 Bill Bernstein 1.35 Sep 15, 02:00PM 3.10 6.13 6.25
Eliminate Fat Tails Larry Swedroe 1.34 Sep 15, 02:00PM 2.12 4.66 5.14
Coward's Portfolio Bill Bernstein 1.33 Sep 15, 02:00PM 2.93 6.16 6.19
One-Decision Portfolio Marvin Appel 1.30 Sep 15, 02:00PM 2.22 5.10 3.55
Dynamic 60/40 Income The Lazy Team 1.30 Sep 15, 02:00PM 1.80 4.91 3.57
US Stocks Quality 1.30 Sep 15, 02:00PM 2.62 6.95 4.53
All Country World Bonds 1.27 Sep 15, 02:00PM 0.90 2.13 2.14
Simple Money Portfolio Tim Maurer 1.24 Sep 15, 02:00PM 3.70 6.57 9.62
Sheltered Sam 50/50 Bill Bernstein 1.21 Sep 15, 02:00PM 2.79 5.42 5.64
Edge Select Conservative Merrill Lynch 1.19 Sep 15, 02:00PM 1.42 3.32 3.91
Larry Portfolio Larry Swedroe 1.16 Sep 15, 02:00PM 2.82 5.23 6.30
Big Rocks Portfolio Larry Swedroe 1.13 Sep 15, 02:00PM 3.27 6.30 6.88
Sheltered Sam 40/60 Bill Bernstein 1.08 Sep 15, 02:00PM 2.47 4.71 5.02
Aggressive Global Income The Lazy Team 1.06 Sep 15, 02:00PM 4.12 6.41 8.91
Robo Advisor 20 Value Tilt Betterment 1.01 Sep 15, 02:00PM 1.49 3.11 4.23
Cape US Sector Value Robert Shiller 1.01 Sep 15, 01:45PM 3.05 5.03 3.20
Developed World ex-US 20/80 0.96 Sep 15, 02:00PM 1.11 1.72 4.13
US Inflation Protection 0.95 Sep 15, 01:59PM 1.61 2.58 2.75
Sheltered Sam 30/70 Bill Bernstein 0.95 Sep 15, 02:00PM 2.15 4.00 4.40
Conservative Income Charles Schwab 0.95 Sep 15, 02:00PM 1.10 2.15 2.21
Six Ways from Sunday Scott Burns 0.92 Sep 15, 02:00PM 2.60 5.98 4.96
Seven Value Scott Burns 0.91 Sep 15, 02:00PM 2.72 6.20 4.83
Sheltered Sam 20/80 Bill Bernstein 0.82 Sep 15, 02:00PM 1.83 3.29 3.78
Dimensional Retirement Income Fund DFA 0.79 Sep 12 1.49 3.43 4.56
Sheltered Sam 10/90 Bill Bernstein 0.69 Sep 15, 02:00PM 1.51 2.58 3.16
Robo Advisor 10 Value Tilt Betterment 0.67 Sep 15, 02:00PM 1.21 2.29 3.38
Sheltered Sam 0/100 Bill Bernstein 0.56 Sep 15, 01:59PM 1.18 1.87 2.54
Total Bond Developed World ex-US 0.53 Sep 15, 01:59PM 0.14 0.36 0.89
Robo Advisor 0 Betterment 0.31 Sep 15, 01:59PM 0.93 1.46 2.52
Short Term Treasury 0.29 Sep 15, 01:59PM 0.89 1.38 2.40
US Stocks Equal Weight 0.18 Sep 15, 02:00PM 2.72 7.35 5.62
US Cash 0.17 Sep 15, 02:00PM 0.37 1.07 2.11
US Stocks Value 0.05 Sep 15, 01:58PM 3.63 8.38 4.43
US Stocks Minimum Volatility -0.33 Sep 15, 02:00PM 1.78 1.16 0.37
Berkshire Hathaway Warren Buffett -2.51 Sep 15, 02:00PM 4.92 -0.28 -2.54