Assets and Lazy Portfolios Short Term Returns
Last Update - 30 September 2026
In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).
Swipe left to see all data
|
Return (%) as of Sep 26
|
||||
|---|---|---|---|---|
| Ticker | Asset Class | 1M | 3M | 6M |
|
DBC
|
Commodities | 3.26 | 21.23 | 11.64 |
|
QQQ
|
US Technology | 3.32 | 0.56 | 28.44 |
|
GLD
|
Gold | -6.75 | 3.38 | -11.49 |
|
VTI
|
US Total Stock Market | -0.78 | 1.39 | 17.29 |
|
SPY
|
US Large Cap Blend | -0.33 | 2.38 | 17.86 |
|
EEM
|
Emerging Markets | -0.34 | -2.37 | 18.22 |
|
VT
|
World All Countries | -1.43 | 0.83 | 14.83 |
|
TIP
|
US TIPS | -2.60 | -3.29 | -2.50 |
|
BIL
|
US Cash | 0.28 | 0.90 | 1.79 |
|
BNDX
|
International Bonds | -1.18 | -2.51 | -1.04 |
|
CWB
|
US Convertible Bonds | -0.84 | -5.74 | 11.47 |
|
IJR
|
US Small Cap Blend | -5.53 | -7.94 | 10.16 |
|
BND
|
US Total Bond Market | -2.55 | -3.45 | -2.78 |
|
EFA
|
EAFE Stocks | -3.31 | 0.01 | 8.65 |
|
LQD
|
US Invest. Grade Bonds | -3.39 | -5.18 | -3.99 |
|
HYG
|
US High Yield Bonds | -2.73 | -2.00 | 0.01 |
|
PFF
|
US Preferred Stocks | -2.62 | -1.87 | 0.03 |
|
VNQ
|
US REITs | -6.26 | -6.25 | 2.82 |
|
EMB
|
Emerg. Market Bonds | -3.73 | -4.58 | -0.71 |
|
TLT
|
US Long Term Treasuries | -5.38 | -8.95 | -8.18 |
|
IJH
|
US Mid Cap Blend | -4.22 | -6.41 | 7.14 |
| 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 Oct 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.
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 Sep 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Oct 26▾ | Time(ET) | 1M | 3M | 6M | |
| Ark Tech Portfolio | Cathie Wood | 0.52 | Oct 01 | 6.09 | 11.54 | 44.14 | |
| US Stocks Quality | 0.46 | Oct 01 | 0.04 | 1.50 | 16.32 | ||
| US Stocks Minimum Volatility | 0.41 | Oct 01 | -3.70 | 1.35 | 5.74 | ||
| US Stocks ESG | 0.16 | Oct 01 | -0.20 | 2.73 | 21.26 | ||
| Technology | 0.14 | Oct 01 | 3.32 | 0.56 | 28.44 | ||
| Gold | 0.12 | Oct 01 | -6.75 | 3.38 | -11.49 | ||
| Warren Buffett Portfolio | Warren Buffett | 0.11 | Oct 01 | -0.22 | 2.31 | 16.46 | |
| Berkshire Hathaway | Warren Buffett | 0.00 | Oct 01 | -1.27 | -0.25 | 4.02 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 0.00 | Oct 01 | -6.75 | -3.23 | -4.71 | |
| Golden Butterfly 2x Leveraged | Tyler | 0.00 | Oct 01 | -7.81 | -6.91 | -0.13 | |
| Diavola Portfolio | Davide Pisicchio | -0.01 | Oct 01 | 0.21 | 0.89 | 18.06 | |
| US Stocks | -0.01 | Oct 01 | -0.78 | 1.39 | 17.29 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -0.02 | Oct 01 | -5.49 | -4.38 | 0.05 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | -0.03 | Oct 01 | -6.96 | -6.68 | 6.97 | |
| Stocks/Bonds 40/60 2x Leveraged | -0.04 | Oct 01 | -4.27 | -4.21 | 6.24 | ||
| Emerging Markets Stocks | -0.04 | Oct 01 | -0.34 | -2.37 | 18.22 | ||
| Stocks/Bonds 60/40 2x Leveraged | -0.05 | Oct 01 | -3.15 | -1.62 | 15.18 | ||
| US Stocks Momentum | -0.07 | Oct 01 | 5.87 | -7.25 | 32.64 | ||
| Dedalo Three | Dedalo Invest | -0.08 | Oct 01 | -0.98 | 1.22 | 16.54 | |
| Couch Potato | Scott Burns | -0.12 | Oct 01 | -1.64 | -0.84 | 7.17 | |
| Stocks/Bonds 80/20 | -0.14 | Oct 01 | -1.10 | 0.50 | 13.14 | ||
| US Stocks Equal Weight | -0.15 | Oct 01 | -4.83 | -1.87 | 9.22 | ||
| Dedalo Four | Dedalo Invest | -0.15 | Oct 01 | -1.02 | 0.52 | 12.90 | |
| Gold Pivot Ptf | Aim Ways | -0.16 | Oct 01 | -2.60 | 0.20 | 0.06 | |
| Pepperoni Portfolio | Davide Pisicchio | -0.16 | Oct 01 | -0.70 | -0.28 | 11.05 | |
| Stocks/Bonds 60/40 ESG | -0.17 | Oct 01 | -1.01 | 0.42 | 11.26 | ||
| Simple Path to Wealth | JL Collins | -0.17 | Oct 01 | -1.19 | 0.27 | 12.11 | |
| Edge Select Aggressive | Merrill Lynch | -0.17 | Oct 01 | -1.32 | -0.14 | 13.00 | |
| Stocks/Bonds 80/20 Momentum | -0.18 | Oct 01 | 4.42 | -6.66 | 25.32 | ||
| Aggressive Portfolio | Lyn Alden | -0.19 | Oct 01 | -1.88 | -0.22 | 10.62 | |
| Second Grader's Starter | Paul Farrell | -0.19 | Oct 01 | -1.45 | 0.30 | 13.36 | |
| Shield Strategy | Aim Ways | -0.19 | Oct 01 | -1.99 | -0.18 | 4.39 | |
| Perfect Portfolio | Ben Stein | -0.20 | Oct 01 | -1.23 | 0.92 | 11.72 | |
| Capricciosa Portfolio | Davide Pisicchio | -0.21 | Oct 01 | -1.55 | -0.45 | 7.38 | |
| Margaritaville | Scott Burns | -0.21 | Oct 01 | -1.91 | -0.77 | 8.65 | |
| Dedalo Eleven | Dedalo Invest | -0.21 | Oct 01 | -1.21 | 0.00 | 12.55 | |
| Four Funds | Bogleheads | -0.21 | Oct 01 | -1.63 | -0.14 | 11.37 | |
| Four Seasons Portfolio | Davide Pisicchio | -0.21 | Oct 01 | -1.94 | -0.61 | 4.90 | |
| All Country World Stocks | -0.22 | Oct 01 | -1.43 | 0.83 | 14.83 | ||
| Seven Value | Scott Burns | -0.22 | Oct 01 | -2.89 | 0.95 | 5.60 | |
| US Inflation Protection | -0.23 | Oct 01 | -2.60 | -3.29 | -2.50 | ||
| Odd-Stats Strategy | Aim Ways | -0.24 | Oct 01 | -1.95 | -1.44 | 4.66 | |
| Moderate Portfolio | Lyn Alden | -0.24 | Oct 01 | -1.90 | -0.62 | 9.38 | |
| Six Ways from Sunday | Scott Burns | -0.24 | Oct 01 | -2.80 | 1.18 | 4.67 | |
| Desert Portfolio | Gyroscopic Investing | -0.24 | Oct 01 | -2.09 | -0.70 | 2.22 | |
| Golden Ratio Portfolio | Frank Vasquez | -0.24 | Oct 01 | -2.81 | -1.46 | 3.36 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | -0.24 | Oct 01 partial data |
-1.86 | -0.20 | 2.84 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.25 | Oct 01 | -1.37 | -1.45 | -0.93 | |
| LifeStrategy Growth Fund | Vanguard | -0.25 | Oct 01 | -1.58 | -0.14 | 11.33 | |
| Eliminate Fat Tails | Larry Swedroe | -0.25 | Oct 01 | -1.75 | -2.55 | 4.11 | |
| Edge Select Moderately Aggressive | Merrill Lynch | -0.25 | Oct 01 | -1.49 | -0.56 | 10.26 | |
| US Cash | -0.25 | Oct 01 | 0.28 | 0.90 | 1.79 | ||
| Robo Advisor 90 Value Tilt | Betterment | -0.25 | Oct 01 | -2.18 | -0.80 | 12.30 | |
| Margherita Portfolio | Davide Pisicchio | -0.25 | Oct 01 | -2.07 | -1.00 | 2.96 | |
| Three Funds | Bogleheads | -0.25 | Oct 01 | -1.62 | -0.15 | 11.34 | |
| No Brainer Portfolio | Bill Bernstein | -0.25 | Oct 01 | -2.28 | -1.79 | 9.88 | |
| Stocks/Bonds 60/40 with Bitcoin | -0.25 | Oct 01 partial data |
-1.30 | 0.12 | 9.32 | ||
| US Stocks Value | -0.25 | Oct 01 | -3.21 | 0.55 | 8.76 | ||
| Sheltered Sam 10/90 | Bill Bernstein | -0.25 | Oct 01 | -1.60 | -1.46 | 0.27 | |
| Short Term Treasury | -0.26 | Oct 01 | -0.55 | -0.22 | 0.11 | ||
| Stocks/Bonds 60/40 | -0.26 | Oct 01 | -1.44 | -0.43 | 9.06 | ||
| Sheltered Sam 20/80 | Bill Bernstein | -0.26 | Oct 01 | -1.82 | -1.46 | 1.46 | |
| Four Square | Scott Burns | -0.27 | Oct 01 | -1.75 | -1.20 | 6.16 | |
| 7Twelve Portfolio | Craig Israelsen | -0.27 | Oct 01 | -1.12 | 2.53 | 7.09 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.27 | Oct 01 | -2.03 | -1.46 | 2.66 | |
| Coward's Portfolio | Bill Bernstein | -0.27 | Oct 01 | -2.10 | -1.36 | 7.66 | |
| In Saecula Saeculorum | Fulvio Marchese | -0.28 | Oct 01 | -2.18 | -0.68 | 4.78 | |
| Robo Advisor 0 | Betterment | -0.28 | Oct 01 | -0.65 | -0.36 | -0.02 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.28 | Oct 01 | -2.24 | -1.47 | 3.85 | |
| Robo Advisor 100 Value Tilt | Betterment | -0.28 | Oct 01 | -2.29 | -0.40 | 13.14 | |
| Sheltered Sam 50/50 | Bill Bernstein | -0.29 | Oct 01 | -2.44 | -1.47 | 5.03 | |
| Stocks/Bonds 60/40 Momentum | -0.29 | Oct 01 | 2.87 | -6.00 | 18.12 | ||
| Robo Advisor 80 Value Tilt | Betterment | -0.29 | Oct 01 | -2.19 | -1.08 | 10.73 | |
| Sheltered Sam 60/40 | Bill Bernstein | -0.30 | Oct 01 | -2.64 | -1.47 | 6.21 | |
| Simplified Permanent Portfolio | The Lazy Team | -0.30 | Oct 01 | -3.50 | -1.11 | -1.21 | |
| All Country World 80/20 | -0.30 | Oct 01 | -1.58 | 0.07 | 11.45 | ||
| Conservative Portfolio | Lyn Alden | -0.30 | Oct 01 | -2.58 | -0.88 | 6.40 | |
| Sheltered Sam 70/30 | Bill Bernstein | -0.31 | Oct 01 | -2.83 | -1.47 | 7.39 | |
| Family Taxable Portfolio | Ted Aronson | -0.31 | Oct 01 | -2.41 | -2.93 | 9.46 | |
| Sheltered Sam 80/20 | Bill Bernstein | -0.32 | Oct 01 | -3.01 | -1.48 | 8.57 | |
| Core Four | Rick Ferri | -0.32 | Oct 01 | -1.96 | -0.64 | 10.53 | |
| Permanent Portfolio | Harry Browne | -0.32 | Oct 01 | -3.07 | -0.85 | -0.56 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -0.32 | Oct 01 partial data |
-2.84 | -0.35 | 0.03 | |
| Robo Advisor 10 Value Tilt | Betterment | -0.32 | Oct 01 | -1.04 | -0.77 | 1.10 | |
| Sheltered Sam 90/10 | Bill Bernstein | -0.32 | Oct 01 | -3.19 | -1.48 | 9.74 | |
| LifeStrategy Moderate Growth | Vanguard | -0.33 | Oct 01 | -1.71 | -0.85 | 7.90 | |
| Stocks/Bonds 40/60 ESG | -0.33 | Oct 01 | -1.45 | -0.80 | 6.48 | ||
| Sheltered Sam 100/0 | Bill Bernstein | -0.33 | Oct 01 | -3.37 | -1.48 | 10.91 | |
| Five Asset | Roger Gibson | -0.34 | Oct 01 | -1.42 | 2.86 | 8.28 | |
| Golden Butterfly | Tyler | -0.34 | Oct 01 | -3.86 | -2.22 | 1.07 | |
| Aim comfortable trip | Aim Ways | -0.34 | Oct 01 | -2.40 | -0.45 | 3.18 | |
| Golden Butterfly with Bitcoin | Tyler | -0.34 | Oct 01 partial data |
-3.64 | -1.75 | 1.67 | |
| Edge Select Moderate | Merrill Lynch | -0.34 | Oct 01 | -1.81 | -1.31 | 7.12 | |
| Ideal Index | Frank Armstrong | -0.36 | Oct 01 | -2.72 | -1.97 | 7.48 | |
| Mid-Twenties | Burton Malkiel | -0.36 | Oct 01 | -2.00 | -0.98 | 11.55 | |
| Sandwich Portfolio | Bob Clyatt | -0.36 | Oct 01 | -2.08 | -1.39 | 6.28 | |
| Ulcer Free Strategy | Aim Ways | -0.37 | Oct 01 | -1.80 | -2.61 | 1.59 | |
| Andrew Tobias Portfolio | Andrew Tobias | -0.37 | Oct 01 | -1.59 | 0.42 | 8.56 | |
| Late Thirties to Early Forties | Burton Malkiel | -0.37 | Oct 01 | -2.10 | -1.11 | 11.02 | |
| Robo Advisor 20 Value Tilt | Betterment | -0.37 | Oct 01 | -1.43 | -1.17 | 2.20 | |
| Ivy Portfolio | Mebane Faber | -0.37 | Oct 01 | -1.12 | 3.66 | 7.89 | |
| Stocks/Bonds 40/60 with Bitcoin | -0.38 | Oct 01 partial data |
-1.65 | -0.84 | 5.29 | ||
| Long Term Portfolio | Ben Stein | -0.38 | Oct 01 | -2.13 | -0.95 | 10.19 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | -0.38 | Oct 01 | -2.28 | -1.15 | 8.46 | |
| Stocks/Bonds 40/60 | -0.38 | Oct 01 | -1.79 | -1.40 | 5.05 | ||
| Lazy Portfolio | David Swensen | -0.38 | Oct 01 | -2.55 | -1.89 | 7.49 | |
| Paul Boyer Portfolio | Paul Boyer | -0.38 | Oct 01 | -3.85 | -2.99 | -1.41 | |
| All Country World 60/40 | -0.38 | Oct 01 | -1.73 | -0.72 | 8.09 | ||
| Lifepath Fund | iShares | -0.39 | Oct 01 | -2.15 | -1.88 | 4.28 | |
| Gone Fishin' Portfolio | Alexander Green | -0.39 | Oct 01 | -2.88 | -2.52 | 7.37 | |
| Robust | Alpha Architect | -0.39 | Oct 01 | 0.35 | -0.90 | 13.13 | |
| Big Rocks Portfolio | Larry Swedroe | -0.40 | Oct 01 | -2.48 | -1.35 | 6.60 | |
| PISI Portfolio | Davide Pisicchio | -0.40 | Oct 01 | -2.85 | -1.98 | 1.09 | |
| Stocks/Bonds 40/60 Momentum | -0.40 | Oct 01 | 1.20 | -5.26 | 11.04 | ||
| LifeStrategy Conservative Growth | Vanguard | -0.41 | Oct 01 | -1.84 | -1.59 | 4.50 | |
| Edge Select Conservative | Merrill Lynch | -0.41 | Oct 01 | -1.69 | -1.61 | 2.02 | |
| Edge Select Moderately Conservative | Merrill Lynch | -0.41 | Oct 01 | -1.93 | -1.75 | 4.28 | |
| Yale Endowment | David Swensen | -0.41 | Oct 01 | -2.63 | -1.89 | 7.46 | |
| Pinwheel | Tyler | -0.41 | Oct 01 | -3.13 | -1.64 | 5.53 | |
| Mid-Fifties | Burton Malkiel | -0.42 | Oct 01 | -2.39 | -1.54 | 9.65 | |
| Larry Portfolio | Larry Swedroe | -0.42 | Oct 01 | -2.52 | -2.52 | 1.77 | |
| Simple and Cheap | Time Money Inc | -0.43 | Oct 01 | -2.23 | -1.57 | 6.67 | |
| Gretchen Tai Portfolio | Gretchen Tai | -0.43 | Oct 01 | -2.30 | -1.67 | 8.85 | |
| Total Bond Developed World ex-US | -0.43 | Oct 01 | -1.18 | -2.51 | -1.04 | ||
| Cockroach Portfolio | Tony Dong | -0.43 | Oct 01 | -4.23 | -2.05 | -3.13 | |
| Tilt Toward Value | Time Money Inc | -0.43 | Oct 01 | -2.56 | -1.94 | 6.28 | |
| JP Morgan Balanced Portfolio | JP Morgan | -0.43 | Oct 01 | -2.00 | -0.44 | 7.78 | |
| Marc Faber Portfolio | Marc Faber | -0.43 | Oct 01 | -4.13 | -1.56 | 0.82 | |
| Five Fold | Scott Burns | -0.43 | Oct 01 | -2.67 | -2.24 | 5.48 | |
| Robo Advisor 50 Value Tilt | Betterment | -0.44 | Oct 01 | -2.27 | -1.82 | 5.81 | |
| Aggressive Global Income | The Lazy Team | -0.45 | Oct 01 | -4.22 | -2.05 | 4.00 | |
| Developed World ex-US 20/80 | -0.46 | Oct 01 | -1.58 | -2.10 | 1.43 | ||
| GAA Global Asset Allocation | Mebane Faber | -0.47 | Oct 01 | -2.25 | -0.99 | 3.59 | |
| All Country World 40/60 | -0.47 | Oct 01 | -1.90 | -1.54 | 4.75 | ||
| Late Sixties and Beyond | Burton Malkiel | -0.47 | Oct 01 | -2.60 | -1.88 | 7.76 | |
| All Weather Portfolio | Ray Dalio | -0.47 | Oct 01 | -2.68 | -1.33 | 1.49 | |
| Ultimate Buy&Hold | FundAdvice | -0.48 | Oct 01 | -2.62 | -1.36 | 5.90 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | -0.48 | Oct 01 partial data |
-2.57 | -1.07 | 1.82 | |
| Rob Arnott Portfolio | Rob Arnott | -0.48 | Oct 01 | -2.08 | -0.71 | 2.55 | |
| LifeStrategy Income Fund | Vanguard | -0.49 | Oct 01 | -1.99 | -2.36 | 1.11 | |
| Conservative Income | Charles Schwab | -0.49 | Oct 01 | -1.99 | -2.34 | -1.02 | |
| Coffeehouse | Bill Schultheis | -0.49 | Oct 01 | -3.46 | -3.30 | 5.17 | |
| Developed World ex-US 40/60 | -0.49 | Oct 01 | -1.95 | -1.71 | 3.88 | ||
| Stocks/Bonds 20/80 | -0.50 | Oct 01 | -2.16 | -2.40 | 1.10 | ||
| One-Decision Portfolio | Marvin Appel | -0.51 | Oct 01 | -2.56 | -2.19 | 4.68 | |
| Stocks/Bonds 20/80 Momentum | -0.52 | Oct 01 | -0.60 | -4.41 | 4.07 | ||
| Developed World ex-US 60/40 | -0.52 | Oct 01 | -2.30 | -1.34 | 6.29 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | -0.53 | Oct 01 | -6.63 | -3.81 | -1.66 | |
| Developed World ex-US 40/60 Momentum | -0.53 | Oct 01 | -1.18 | -2.00 | 3.72 | ||
| All Country World 20/80 | -0.55 | Oct 01 | -2.07 | -2.40 | 1.44 | ||
| Global Market Portfolio | Credit Suisse | -0.55 | Oct 01 | -2.48 | -2.88 | 3.92 | |
| Cape US Sector Value | Robert Shiller | -0.55 | Oct 01 | -6.19 | -4.41 | 0.74 | |
| Developed World ex-US 80/20 | -0.56 | Oct 01 | -2.62 | -0.99 | 8.68 | ||
| Nano Portfolio | John Wasik | -0.56 | Oct 01 | -3.11 | -2.28 | 4.59 | |
| Simple Money Portfolio | Tim Maurer | -0.57 | Oct 01 | -2.92 | -1.03 | 5.43 | |
| Developed World ex-US 60/40 Momentum | -0.58 | Oct 01 | -1.18 | -1.76 | 6.10 | ||
| Talmud Portfolio | Roger Gibson | -0.58 | Oct 01 | -3.20 | -2.75 | 5.61 | |
| Developed World ex-US Stocks | -0.59 | Oct 01 | -2.93 | -0.65 | 11.04 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | -0.60 | Oct 01 | -3.25 | -1.21 | 10.80 | |
| Total Bond US | -0.63 | Oct 01 | -2.55 | -3.45 | -2.78 | ||
| All Country World Bonds | -0.63 | Oct 01 | -2.25 | -3.29 | -1.86 | ||
| Dynamic 60/40 Income | The Lazy Team | -0.64 | Oct 01 | -2.61 | -1.81 | 3.95 | |
| Dynamic 40/60 Income | The Lazy Team | -0.64 | Oct 01 | -2.05 | -1.41 | 3.26 | |
| 10-year Treasury | -0.65 | Oct 01 | -3.35 | -4.58 | -4.51 | ||
| Weird Portfolio | Value Stock Geek | -0.68 | Oct 01 | -5.37 | -3.21 | 0.17 | |
| Developed World ex-US Stocks Momentum | -0.68 | Oct 01 | -1.18 | -1.31 | 10.85 | ||
| High Yield Bonds Income | The Lazy Team | -1.01 | Oct 01 | -3.49 | -4.11 | -1.57 | |
| European Stocks | -1.11 | Oct 01 | -5.07 | -1.72 | 7.00 | ||
| Dimensional Retirement Income Fund | DFA | - | not available | -2.44 | -1.99 | 1.16 | |