Assets and Lazy Portfolios Short Term Returns

Last Update - Nov 25 2025 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 3.45 Nov 25 0.30 14.29 17.12
GLD
Gold 3.25 Nov 25 3.56 21.51 21.18
IJR
US Small Cap 1.96 Nov 25 -0.87 7.22 18.52
VNQ
US REITs 1.64 Nov 25 -2.45 1.00 2.93
LQD
US Invest. Grade Bonds 0.76 Nov 25 0.15 3.09 5.36
BND
US Total Bond Market 0.65 Nov 25 0.60 2.89 3.47
HYG
US High Yield Bonds 0.60 Nov 25 -0.01 1.99 5.83
EMB
Emerg. Market Bonds 0.36 Nov 25 1.98 5.44 10.28
TLT
US Long Term Treasuries 0.31 Nov 25 1.38 5.04 3.18
BIL
US Cash 0.24 Nov 25 0.35 1.06 2.13
TIP
US TIPS 0.23 Nov 25 0.32 2.37 2.69
VGK
Europe -0.07 Nov 25 0.63 6.43 12.05
BNDX
International Bonds -0.18 Nov 25 1.00 1.67 1.91
EFA
EAFE Stocks -0.69 Nov 25 1.20 7.96 13.42
PFF
US Preferred Stocks -0.87 Nov 25 -0.76 1.46 6.89
VTI
US Total Stock Market -0.97 Nov 25 2.21 8.19 23.66
SPY
US Large Cap -1.03 Nov 25 2.38 8.21 23.70
VT
World All Countries -1.07 Nov 25 2.02 8.58 21.57
DBC
Commodities -1.57 Nov 25 1.55 1.92 11.23
VPL
Pacific -2.19 Nov 25 4.31 12.62 22.42
EEM
Emerging Markets -2.62 Nov 25 3.56 13.88 27.60
QQQ
US Technology -3.21 Nov 25 4.78 11.47 32.61
CWB
US Convertible Bonds -4.52 Nov 25 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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Oct 25
Portfolio Author Nov 25â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 6.60 Nov 25 -5.10 -0.57 -10.59
Cockroach Portfolio Tony Dong 3.28 Nov 25 1.66 7.79 7.87
Gold 3.25 Nov 25 3.56 21.51 21.18
Cape US Sector Value Robert Shiller 2.90 Nov 25 -3.07 0.35 5.33
Golden Butterfly 2x Leveraged Tyler 2.14 Nov 25 2.48 18.18 24.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.78 Nov 25 3.45 19.21 23.32
Aggressive Global Income The Lazy Team 1.70 Nov 25 -0.67 4.03 9.26
US Stocks Minimum Volatility 1.59 Nov 25 -2.06 1.01 1.44
Weird Portfolio Value Stock Geek 1.42 Nov 25 0.49 8.93 13.10
Simplified Permanent Portfolio The Lazy Team 1.11 Nov 25 1.95 9.52 12.74
10-year Treasury 1.08 Nov 25 0.71 3.04 2.78
Marc Faber Portfolio Marc Faber 1.08 Nov 25 1.30 9.38 12.94
Golden Butterfly Tyler 1.02 Nov 25 1.60 9.71 14.09
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.94 Nov 25 2.72 12.97 18.92
Paul Boyer Portfolio Paul Boyer 0.92 Nov 25 1.88 10.36 12.68
Simple Money Portfolio Tim Maurer 0.83 Nov 25 0.30 5.20 11.02
Coffeehouse Bill Schultheis 0.74 Nov 25 0.31 5.32 10.79
Gold Pivot Ptf Aim Ways 0.71 Nov 25 2.36 10.77 14.15
Permanent Portfolio Harry Browne 0.71 Nov 25 2.04 9.60 12.80
Larry Portfolio Larry Swedroe 0.70 Nov 25 0.43 4.31 7.56
Aim comfortable trip Aim Ways 0.69 Nov 25 1.51 7.80 11.78
US Stocks Equal Weight 0.67 Nov 25 -0.93 2.79 12.05
Total Bond US 0.65 Nov 25 0.60 2.89 3.47
PISI Portfolio Davide Pisicchio 0.65 Nov 25 1.48 6.74 10.98
Big Rocks Portfolio Larry Swedroe 0.63 Nov 25 0.24 4.97 10.74
Golden Ratio Portfolio Frank Vasquez 0.63 Nov 25 1.66 9.44 15.48
Sheltered Sam 100/0 Bill Bernstein 0.61 Nov 25 0.79 8.03 17.38
Sheltered Sam 90/10 Bill Bernstein 0.59 Nov 25 0.75 7.44 15.79
Sheltered Sam 80/20 Bill Bernstein 0.56 Nov 25 0.71 6.83 14.22
One-Decision Portfolio Marvin Appel 0.55 Nov 25 0.12 3.75 8.76
Golden Butterfly with Bitcoin Tyler 0.55 Nov 25, 09:56PM 1.43 9.08 13.95
Sheltered Sam 70/30 Bill Bernstein 0.54 Nov 25 0.66 6.23 12.67
High Yield Bonds Income The Lazy Team 0.53 Nov 25 0.52 3.45 7.38
Desert Portfolio Gyroscopic Investing 0.52 Nov 25 1.42 6.20 10.31
Sheltered Sam 60/40 Bill Bernstein 0.51 Nov 25 0.62 5.62 11.12
Ultimate Buy&Hold FundAdvice 0.51 Nov 25 0.24 5.16 10.96
Sheltered Sam 50/50 Bill Bernstein 0.49 Nov 25 0.57 5.00 9.59
Robo Advisor 0 Betterment 0.48 Nov 25 0.34 1.56 1.84
Conservative Income Charles Schwab 0.48 Nov 25 0.31 2.12 3.05
Sheltered Sam 40/60 Bill Bernstein 0.46 Nov 25 0.52 4.39 8.08
Short Term Treasury 0.45 Nov 25 0.33 1.52 1.76
Talmud Portfolio Roger Gibson 0.44 Nov 25 0.18 4.10 9.69
Sheltered Sam 30/70 Bill Bernstein 0.44 Nov 25 0.48 3.76 6.57
Ultimate Buy and Hold Strategy Paul Merriman 0.43 Nov 25 0.26 7.23 16.94
Pinwheel Tyler 0.41 Nov 25 1.10 7.88 13.49
Sheltered Sam 20/80 Bill Bernstein 0.41 Nov 25 0.43 3.13 5.08
Sheltered Sam 10/90 Bill Bernstein 0.39 Nov 25 0.38 2.50 3.60
Sheltered Sam 0/100 Bill Bernstein 0.36 Nov 25 0.33 1.86 2.13
Robo Advisor 10 Value Tilt Betterment 0.33 Nov 25 0.58 2.52 3.90
Stocks/Bonds 20/80 0.33 Nov 25 0.94 3.98 7.23
Ideal Index Frank Armstrong 0.32 Nov 25 0.55 5.89 11.88
All Country World Bonds 0.32 Nov 25 0.96 2.87 3.95
Shield Strategy Aim Ways 0.30 Nov 25 2.14 9.42 15.84
Edge Select Conservative Merrill Lynch 0.29 Nov 25 0.70 3.42 6.38
US Stocks Value 0.28 Nov 25 1.08 6.41 14.85
Coward's Portfolio Bill Bernstein 0.27 Nov 25 0.78 5.53 11.61
In Saecula Saeculorum Fulvio Marchese 0.26 Nov 25 1.64 7.36 14.07
US Cash 0.24 Nov 25 0.35 1.06 2.13
Permanent Portfolio with Bitcoin Harry Browne 0.24 Nov 25, 09:56PM 1.87 8.98 12.67
US Inflation Protection 0.23 Nov 25 0.32 2.37 2.69
Seven Value Scott Burns 0.22 Nov 25 0.23 4.46 10.40
Margherita Portfolio Davide Pisicchio 0.21 Nov 25 1.51 6.65 11.47
Talmud Portfolio 2x Leveraged Roger Gibson 0.20 Nov 25 -0.10 6.06 13.87
Odd-Stats Strategy Aim Ways 0.20 Nov 25 1.39 6.32 10.56
Robo Advisor 20 Value Tilt Betterment 0.19 Nov 25 0.80 3.46 5.96
Nano Portfolio John Wasik 0.17 Nov 25 0.43 4.61 9.08
Dynamic 60/40 Income The Lazy Team 0.17 Nov 25 -0.10 2.88 8.01
All Weather Portfolio 2x Leveraged Ray Dalio 0.16 Nov 25 2.74 13.12 19.28
LifeStrategy Income Fund Vanguard 0.13 Nov 25 1.01 3.86 6.57
Tilt Toward Value Time Money Inc 0.12 Nov 25 0.87 5.49 11.58
Sandwich Portfolio Bob Clyatt 0.11 Nov 25 0.83 5.26 11.55
Stocks/Bonds 40/60 2x Leveraged 0.09 Nov 25 2.36 9.11 18.41
All Weather Portfolio Ray Dalio 0.08 Nov 25 1.74 6.80 10.93
Dimensional Retirement Income Fund DFA 0.08 Nov 25 0.47 3.04 6.01
No Brainer Portfolio Bill Bernstein 0.07 Nov 25 1.02 6.79 15.40
Gone Fishin' Portfolio Alexander Green 0.07 Nov 25 1.38 7.88 15.36
Late Sixties and Beyond Burton Malkiel 0.07 Nov 25 0.96 5.97 13.21
Eliminate Fat Tails Larry Swedroe 0.07 Nov 25 0.74 4.53 8.42
Six Ways from Sunday Scott Burns 0.05 Nov 25 0.32 4.29 9.99
Lifepath Fund iShares 0.05 Nov 25 1.13 5.24 10.36
Desert Portfolio with Bitcoin Gyroscopic Investing 0.05 Nov 25, 09:56PM 1.24 5.58 10.16
All Country World 20/80 0.04 Nov 25 1.19 4.08 7.39
Four Seasons Portfolio Davide Pisicchio 0.03 Nov 25 1.68 7.24 13.56
Stocks/Bonds 40/60 0.00 Nov 25 1.27 5.06 11.12
Edge Select Moderately Conservative Merrill Lynch -0.02 Nov 25 1.16 5.07 10.44
Yale Endowment David Swensen -0.03 Nov 25 0.83 5.54 12.09
Rob Arnott Portfolio Rob Arnott -0.04 Nov 25 0.77 3.88 7.61
Five Fold Scott Burns -0.05 Nov 25 0.65 4.75 9.73
European Stocks -0.07 Nov 25 0.63 6.43 12.05
Lazy Portfolio David Swensen -0.08 Nov 25 0.83 5.64 12.27
Dynamic 40/60 Income The Lazy Team -0.09 Nov 25 0.79 3.77 9.49
GAA Global Asset Allocation Mebane Faber -0.12 Nov 25 1.42 6.40 11.51
Simple and Cheap Time Money Inc -0.14 Nov 25 1.11 5.67 12.03
LifeStrategy Conservative Growth Vanguard -0.14 Nov 25 1.29 5.16 10.17
US Stocks Quality -0.16 Nov 25 0.93 6.88 16.44
Total Bond Developed World ex-US -0.18 Nov 25 1.00 1.67 1.91
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.19 Nov 25 1.20 6.11 13.81
Robo Advisor 50 Value Tilt Betterment -0.20 Nov 25 1.32 5.93 11.75
Global Market Portfolio Credit Suisse -0.21 Nov 25 1.27 5.75 10.88
Edge Select Moderate Merrill Lynch -0.23 Nov 25 1.37 6.16 13.55
Capricciosa Portfolio Davide Pisicchio -0.24 Nov 25 1.67 6.74 14.60
All Country World 40/60 -0.24 Nov 25 1.41 5.25 10.88
Stocks/Bonds 40/60 ESG -0.25 Nov 25 1.42 5.30 11.69
Mid-Fifties Burton Malkiel -0.26 Nov 25 1.29 6.97 15.48
Developed World ex-US 20/80 -0.26 Nov 25 1.18 3.33 5.11
Stocks/Bonds 20/80 Momentum -0.27 Nov 25 0.27 3.49 7.09
Long Term Portfolio Ben Stein -0.27 Nov 25 1.14 6.86 15.12
Five Asset Roger Gibson -0.29 Nov 25 0.83 4.81 11.69
Developed World ex-US 40/60 Momentum -0.32 Nov 25 0.33 3.79 7.02
Stocks/Bonds 60/40 -0.32 Nov 25 1.60 6.12 15.15
7Twelve Portfolio Craig Israelsen -0.32 Nov 25 0.64 4.42 10.94
Family Taxable Portfolio Ted Aronson -0.33 Nov 25 1.66 7.82 16.07
Developed World ex-US 40/60 -0.34 Nov 25 1.35 4.88 8.19
All Weather Portfolio with Bitcoin Ray Dalio -0.34 Nov 25, 09:56PM 1.59 6.39 10.91
Couch Potato Scott Burns -0.37 Nov 25 1.30 5.32 12.65
Developed World ex-US 60/40 Momentum -0.38 Nov 25 0.04 4.74 9.42
Ivy Portfolio Mebane Faber -0.39 Nov 25 0.71 4.86 11.90
Robo Advisor 80 Value Tilt Betterment -0.39 Nov 25 1.58 7.77 16.99
Stocks/Bonds 40/60 with Bitcoin -0.40 Nov 25, 09:56PM 1.15 4.81 11.19
Ulcer Free Strategy Aim Ways -0.40 Nov 25 2.07 7.22 10.74
Andrew Tobias Portfolio Andrew Tobias -0.40 Nov 25 1.27 6.02 12.69
LifeStrategy Moderate Growth Vanguard -0.41 Nov 25 1.55 6.41 13.81
Developed World ex-US 60/40 -0.42 Nov 25 1.50 6.33 11.17
Gretchen Tai Portfolio Gretchen Tai -0.43 Nov 25 1.50 7.26 15.15
Core Four Rick Ferri -0.43 Nov 25 1.46 7.01 16.35
Robo Advisor 90 Value Tilt Betterment -0.46 Nov 25 1.63 8.31 18.63
Four Square Scott Burns -0.47 Nov 25 1.37 5.63 11.40
Late Thirties to Early Forties Burton Malkiel -0.49 Nov 25 1.51 7.53 16.86
Developed World ex-US 80/20 -0.50 Nov 25 1.64 7.70 14.04
Developed World ex-US Stocks Momentum -0.51 Nov 25 -0.47 6.47 13.91
All Country World 60/40 -0.52 Nov 25 1.63 6.39 14.40
Edge Select Moderately Aggressive Merrill Lynch -0.55 Nov 25 1.67 7.18 16.63
Robo Advisor 100 Value Tilt Betterment -0.56 Nov 25 1.53 8.54 19.19
Margaritaville Scott Burns -0.56 Nov 25 1.49 6.87 14.62
Simple Path to Wealth JL Collins -0.57 Nov 25 1.83 6.90 18.27
Developed World ex-US Stocks -0.57 Nov 25 1.77 8.99 16.81
Mid-Twenties Burton Malkiel -0.60 Nov 25 1.58 7.75 17.36
Stocks/Bonds 60/40 ESG -0.63 Nov 25 1.78 6.45 15.98
Three Funds Bogleheads -0.64 Nov 25 1.79 7.65 17.67
Stocks/Bonds 80/20 -0.65 Nov 25 1.91 7.16 19.33
Four Funds Bogleheads -0.68 Nov 25 1.76 7.60 17.57
LifeStrategy Growth Fund Vanguard -0.69 Nov 25 1.80 7.62 17.48
Perfect Portfolio Ben Stein -0.69 Nov 25 1.69 7.26 17.02
Robust Alpha Architect -0.71 Nov 25 -0.46 4.50 13.19
Stocks/Bonds 60/40 with Bitcoin -0.72 Nov 25, 09:56PM 1.48 5.86 15.22
Pepperoni Portfolio Davide Pisicchio -0.76 Nov 25 1.95 6.54 16.37
Stocks/Bonds 60/40 2x Leveraged -0.78 Nov 25 2.97 11.12 27.27
Edge Select Aggressive Merrill Lynch -0.79 Nov 25 1.88 8.09 19.35
All Country World 80/20 -0.80 Nov 25 1.83 7.50 17.97
Second Grader's Starter Paul Farrell -0.80 Nov 25 1.93 8.15 19.70
Dedalo Eleven Dedalo Invest -0.83 Nov 25 2.06 7.86 18.38
Dedalo Four Dedalo Invest -0.84 Nov 25 1.94 7.06 18.58
US Stocks -0.97 Nov 25 2.21 8.19 23.66
Dedalo Three Dedalo Invest -1.00 Nov 25 2.15 8.31 23.01
Warren Buffett Portfolio Warren Buffett -1.02 Nov 25 2.30 7.68 21.89
All Country World Stocks -1.07 Nov 25 2.02 8.58 21.57
Stocks/Bonds 40/60 Momentum -1.18 Nov 25 -0.04 4.06 10.74
Diavola Portfolio Davide Pisicchio -1.36 Nov 25 2.71 8.43 23.51
US Stocks ESG -1.38 Nov 25 2.48 8.69 25.08
Stocks/Bonds 60/40 Momentum -2.10 Nov 25 -0.34 4.60 14.40
Emerging Markets Stocks -2.62 Nov 25 3.56 13.88 27.60
Stocks/Bonds 80/20 Momentum -3.02 Nov 25 -0.61 5.12 18.09
Technology -3.21 Nov 25 4.78 11.47 32.61
US Stocks Momentum -3.94 Nov 25 -0.87 5.61 21.81
Ark Tech Portfolio Cathie Wood -10.80 Nov 25 6.51 21.31 66.36