Assets and Lazy Portfolios Short Term Returns

Last Update - Mar 13 2026 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 Feb 26
Ticker Asset Class Mar 26â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 14.38 Mar 13 2.74 12.51 16.82
BIL
US Cash 0.15 Mar 13 0.27 0.90 1.88
TIP
US TIPS -1.05 Mar 13 1.27 1.16 2.14
HYG
US High Yield Bonds -1.40 Mar 13 0.00 1.10 2.75
BND
US Total Bond Market -1.86 Mar 13 1.60 1.52 3.87
QQQ
US Technology -2.23 Mar 13 -2.34 -1.81 6.73
BNDX
International Bonds -2.24 Mar 13 1.53 1.53 2.90
PFF
US Preferred Stocks -2.26 Mar 13 -0.33 2.86 2.83
CWB
US Convertible Bonds -2.32 Mar 13 1.14 4.65 10.29
LQD
US Invest. Grade Bonds -2.81 Mar 13 1.38 0.98 3.99
EMB
Emerg. Market Bonds -3.03 Mar 13 1.63 2.27 6.45
SPY
US Large Cap -3.45 Mar 13 -0.86 0.68 6.96
VNQ
US REITs -3.69 Mar 13 5.39 5.72 5.69
VTI
US Total Stock Market -3.73 Mar 13 -0.53 1.02 7.06
TLT
US Long Term Treasuries -4.40 Mar 13 4.63 1.82 7.22
GLD
Gold -4.74 Mar 13 8.72 24.72 52.09
VT
World All Countries -5.63 Mar 13 1.64 5.77 11.79
IJR
US Small Cap -5.90 Mar 13 2.10 7.80 10.80
EFA
EAFE Stocks -8.62 Mar 13 4.61 12.71 17.28
VGK
Europe -8.88 Mar 13 3.05 11.64 16.26
EEM
Emerging Markets -9.24 Mar 13 5.89 16.85 27.31
FLLA
Latin America -9.57 Mar 13 5.58 21.92 36.66
VPL
Pacific -10.84 Mar 13 10.24 23.20 30.98
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 Mar 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 Feb 26
Portfolio Author Mar 26â–ľ Time(ET) 1M 3M 6M
Ivy Portfolio Mebane Faber 0.42 Mar 13 2.73 6.89 10.46
US Cash 0.15 Mar 13 0.27 0.90 1.88
7Twelve Portfolio Craig Israelsen -0.05 Mar 13 2.42 6.44 9.43
Short Term Treasury -0.49 Mar 13 0.53 1.04 2.11
Robo Advisor 0 Betterment -0.56 Mar 13 0.58 1.06 2.17
Five Asset Roger Gibson -0.70 Mar 13 2.91 7.06 10.91
Sheltered Sam 0/100 Bill Bernstein -0.71 Mar 13 0.83 1.08 2.12
US Inflation Protection -1.05 Mar 13 1.27 1.16 2.14
Sheltered Sam 10/90 Bill Bernstein -1.21 Mar 13 1.08 1.95 3.47
Conservative Income Charles Schwab -1.29 Mar 13 1.29 1.49 3.04
Robo Advisor 10 Value Tilt Betterment -1.36 Mar 13 0.96 1.94 3.71
Dimensional Retirement Income Fund DFA -1.61 Mar 13 1.05 2.20 4.14
Rob Arnott Portfolio Rob Arnott -1.67 Mar 13 2.43 4.09 7.34
Sheltered Sam 20/80 Bill Bernstein -1.71 Mar 13 1.34 2.81 4.82
Total Bond US -1.86 Mar 13 1.60 1.52 3.87
Robust Alpha Architect -1.90 Mar 13 1.90 6.04 8.74
Desert Portfolio with Bitcoin Gyroscopic Investing -2.10 Mar 14, 08:00PM 1.22 2.58 7.06
Edge Select Conservative Merrill Lynch -2.15 Mar 13 1.31 2.52 5.11
Robo Advisor 20 Value Tilt Betterment -2.16 Mar 13 1.34 2.83 5.25
10-year Treasury -2.17 Mar 13 2.47 1.46 3.86
All Country World Bonds -2.17 Mar 13 1.58 1.64 3.94
Dynamic 40/60 Income The Lazy Team -2.18 Mar 13 0.26 1.64 4.29
Sheltered Sam 30/70 Bill Bernstein -2.22 Mar 13 1.59 3.67 6.17
Stocks/Bonds 20/80 -2.23 Mar 13 1.17 1.42 4.55
Technology -2.23 Mar 13 -2.34 -1.81 6.73
Stocks/Bonds 20/80 Momentum -2.24 Mar 13 1.04 1.50 3.99
All Weather Portfolio with Bitcoin Ray Dalio -2.24 Mar 14, 08:00PM 2.44 3.22 9.10
Total Bond Developed World ex-US -2.24 Mar 13 1.53 1.53 2.90
Dynamic 60/40 Income The Lazy Team -2.31 Mar 13 1.02 2.38 4.19
Stocks/Bonds 40/60 with Bitcoin -2.34 Mar 14, 08:00PM 0.47 0.77 4.19
All Weather Portfolio Ray Dalio -2.36 Mar 13 2.81 4.12 10.74
Couch Potato Scott Burns -2.39 Mar 13 0.36 1.10 4.66
Desert Portfolio Gyroscopic Investing -2.41 Mar 13 1.67 3.61 9.03
Margherita Portfolio Davide Pisicchio -2.49 Mar 13 1.60 3.75 9.43
One-Decision Portfolio Marvin Appel -2.51 Mar 13 1.41 2.65 5.29
High Yield Bonds Income The Lazy Team -2.53 Mar 13 0.86 1.34 4.34
Ulcer Free Strategy Aim Ways -2.53 Mar 13 2.25 4.47 10.78
Eliminate Fat Tails Larry Swedroe -2.59 Mar 13 1.79 4.45 7.15
Stocks/Bonds 40/60 -2.61 Mar 13 0.74 1.32 5.21
Stocks/Bonds 40/60 ESG -2.62 Mar 13 0.10 0.33 3.85
Stocks/Bonds 40/60 Momentum -2.62 Mar 13 0.49 1.47 4.09
Pepperoni Portfolio Davide Pisicchio -2.65 Mar 13 0.03 1.01 5.71
Six Ways from Sunday Scott Burns -2.67 Mar 13 3.88 8.12 10.93
Odd-Stats Strategy Aim Ways -2.70 Mar 13 2.26 3.83 9.62
LifeStrategy Income Fund Vanguard -2.71 Mar 13 1.63 2.49 5.43
Stocks/Bonds 60/40 with Bitcoin -2.71 Mar 14, 08:00PM 0.04 0.67 4.82
Sheltered Sam 40/60 Bill Bernstein -2.72 Mar 13 1.85 4.53 7.51
Four Seasons Portfolio Davide Pisicchio -2.72 Mar 13 1.40 3.72 9.85
US Stocks Minimum Volatility -2.80 Mar 13 2.97 3.03 4.60
Capricciosa Portfolio Davide Pisicchio -2.81 Mar 13 0.81 2.50 7.84
All Country World 20/80 -2.86 Mar 13 1.59 2.49 5.57
Permanent Portfolio with Bitcoin Harry Browne -2.87 Mar 14, 08:00PM 2.98 6.25 15.32
Berkshire Hathaway Warren Buffett -2.93 Mar 13 4.78 -1.70 0.23
PISI Portfolio Davide Pisicchio -2.96 Mar 13 2.15 3.67 9.74
Seven Value Scott Burns -2.98 Mar 13 3.85 8.29 11.40
Stocks/Bonds 60/40 -2.98 Mar 13 0.32 1.22 5.84
Stocks/Bonds 60/40 Momentum -3.00 Mar 13 -0.06 1.44 4.18
Shield Strategy Aim Ways -3.01 Mar 13 2.02 5.45 14.58
Gold Pivot Ptf Aim Ways -3.01 Mar 13 3.45 9.04 20.58
Stocks/Bonds 60/40 ESG -3.02 Mar 13 -0.64 -0.27 4.07
In Saecula Saeculorum Fulvio Marchese -3.06 Mar 13 1.46 3.53 10.04
Warren Buffett Portfolio Warren Buffett -3.09 Mar 13 -0.86 0.19 5.91
Talmud Portfolio Roger Gibson -3.09 Mar 13 2.17 2.81 5.70
Diavola Portfolio Davide Pisicchio -3.09 Mar 13 -0.82 0.32 6.57
Edge Select Moderately Conservative Merrill Lynch -3.10 Mar 13 1.33 2.86 6.59
GAA Global Asset Allocation Mebane Faber -3.16 Mar 13 2.88 5.80 11.33
Larry Portfolio Larry Swedroe -3.16 Mar 13 2.07 4.50 7.02
Permanent Portfolio Harry Browne -3.18 Mar 13 3.42 7.28 17.33
Simplified Permanent Portfolio The Lazy Team -3.20 Mar 13 3.43 7.28 16.84
JP Morgan Balanced Portfolio JP Morgan -3.20 Mar 13 1.84 5.14 9.21
Lifepath Fund iShares -3.21 Mar 13 1.56 3.21 6.93
Sheltered Sam 50/50 Bill Bernstein -3.22 Mar 13 2.09 5.38 8.86
Simple Path to Wealth JL Collins -3.26 Mar 13 0.00 1.15 6.31
Stocks/Bonds 80/20 -3.36 Mar 13 -0.11 1.12 6.46
Stocks/Bonds 80/20 Momentum -3.38 Mar 13 -0.60 1.40 4.25
LifeStrategy Conservative Growth Vanguard -3.44 Mar 13 1.69 3.45 7.24
Golden Butterfly with Bitcoin Tyler -3.48 Mar 14, 08:00PM 2.63 6.57 14.59
All Country World 40/60 -3.55 Mar 13 1.61 3.32 7.16
Aim comfortable trip Aim Ways -3.60 Mar 13 2.80 7.41 14.45
Developed World ex-US 20/80 -3.62 Mar 13 2.48 4.52 6.91
Coward's Portfolio Bill Bernstein -3.67 Mar 13 1.97 5.55 9.15
Edge Select Moderate Merrill Lynch -3.70 Mar 13 1.39 3.64 8.10
Sheltered Sam 60/40 Bill Bernstein -3.72 Mar 13 2.34 6.24 10.21
US Stocks -3.73 Mar 13 -0.53 1.02 7.06
US Stocks Momentum -3.76 Mar 13 -1.15 1.36 4.32
Nano Portfolio John Wasik -3.79 Mar 13 2.49 4.52 7.38
Golden Butterfly Tyler -3.79 Mar 13 3.06 7.60 16.61
Big Rocks Portfolio Larry Swedroe -3.80 Mar 13 2.12 5.85 8.96
US Stocks ESG -3.81 Mar 13 -2.11 -1.47 4.43
Five Fold Scott Burns -3.84 Mar 13 2.62 4.80 7.86
Sandwich Portfolio Bob Clyatt -3.87 Mar 13 2.04 4.69 8.12
Tilt Toward Value Time Money Inc -3.88 Mar 13 2.11 4.51 8.37
Four Square Scott Burns -3.88 Mar 13 1.92 4.50 8.30
Dedalo Four Dedalo Invest -3.91 Mar 13 0.43 2.32 7.49
Golden Ratio Portfolio Frank Vasquez -3.92 Mar 13 2.67 5.77 14.11
Coffeehouse Bill Schultheis -3.93 Mar 13 2.35 5.24 8.71
Lazy Portfolio David Swensen -3.96 Mar 13 2.45 4.86 8.60
Simple and Cheap Time Money Inc -3.97 Mar 13 2.10 4.37 8.40
Yale Endowment David Swensen -4.05 Mar 13 2.58 5.16 8.85
Marc Faber Portfolio Marc Faber -4.11 Mar 13 4.65 10.16 19.44
Jane Bryant Quinn Portfolio Jane Bryant Quinn -4.17 Mar 13 2.04 4.67 8.97
LifeStrategy Moderate Growth Vanguard -4.17 Mar 13 1.74 4.39 9.02
Cockroach Portfolio Tony Dong -4.17 Mar 13 6.65 9.90 20.75
Sheltered Sam 70/30 Bill Bernstein -4.22 Mar 13 2.59 7.09 11.56
Edge Select Moderately Aggressive Merrill Lynch -4.24 Mar 13 1.41 4.31 9.49
All Country World 60/40 -4.24 Mar 13 1.62 4.15 8.73
Global Market Portfolio Credit Suisse -4.27 Mar 13 2.48 4.21 8.73
Robo Advisor 50 Value Tilt Betterment -4.28 Mar 13 2.28 5.33 9.49
Andrew Tobias Portfolio Andrew Tobias -4.28 Mar 13 1.57 4.95 8.91
Paul Boyer Portfolio Paul Boyer -4.30 Mar 13 4.59 10.15 20.51
Dedalo Three Dedalo Invest -4.30 Mar 13 0.13 2.44 8.48
Late Sixties and Beyond Burton Malkiel -4.34 Mar 13 2.37 4.91 9.44
Perfect Portfolio Ben Stein -4.36 Mar 13 2.40 7.01 12.30
Margaritaville Scott Burns -4.42 Mar 13 2.02 5.42 9.98
Core Four Rick Ferri -4.50 Mar 13 1.80 4.68 9.68
Ultimate Buy&Hold FundAdvice -4.53 Mar 13 2.87 6.98 10.16
Pinwheel Tyler -4.55 Mar 13 3.35 8.36 14.55
No Brainer Portfolio Bill Bernstein -4.57 Mar 13 1.77 5.80 10.09
Ideal Index Frank Armstrong -4.65 Mar 13 2.86 7.33 11.08
Long Term Portfolio Ben Stein -4.67 Mar 13 2.13 6.23 10.68
Four Funds Bogleheads -4.71 Mar 13 1.65 5.02 10.37
Sheltered Sam 80/20 Bill Bernstein -4.72 Mar 13 2.83 7.95 12.91
Aggressive Global Income The Lazy Team -4.72 Mar 13 3.91 8.54 11.30
Simple Money Portfolio Tim Maurer -4.73 Mar 13 2.69 6.91 10.15
Gold -4.74 Mar 13 8.72 24.72 52.09
US Stocks Quality -4.74 Mar 13 1.21 3.74 9.02
Ark Tech Portfolio Cathie Wood -4.75 Mar 13 -3.35 -4.35 4.56
US Stocks Value -4.78 Mar 13 2.24 5.26 9.93
Three Funds Bogleheads -4.79 Mar 13 1.68 5.06 10.54
Dedalo Eleven Dedalo Invest -4.82 Mar 13 1.54 4.97 10.65
Edge Select Aggressive Merrill Lynch -4.83 Mar 13 1.55 5.18 10.96
LifeStrategy Growth Fund Vanguard -4.91 Mar 13 1.79 5.32 10.76
All Country World 80/20 -4.94 Mar 13 1.63 4.97 10.27
Mid-Fifties Burton Malkiel -4.96 Mar 13 2.49 5.82 10.95
Second Grader's Starter Paul Farrell -4.98 Mar 13 1.47 5.00 10.84
Developed World ex-US 40/60 -5.00 Mar 13 3.42 7.46 10.84
Developed World ex-US 40/60 Momentum -5.18 Mar 13 2.54 6.20 8.89
Cape US Sector Value Robert Shiller -5.20 Mar 13 1.05 2.69 3.51
Late Thirties to Early Forties Burton Malkiel -5.21 Mar 13 2.45 6.24 11.70
Sheltered Sam 90/10 Bill Bernstein -5.22 Mar 13 3.07 8.80 14.26
Gretchen Tai Portfolio Gretchen Tai -5.26 Mar 13 2.92 7.21 12.29
Mid-Twenties Burton Malkiel -5.34 Mar 13 2.49 6.52 12.06
Gone Fishin' Portfolio Alexander Green -5.40 Mar 13 3.30 9.25 15.22
Stocks/Bonds 40/60 2x Leveraged -5.49 Mar 13 1.80 1.06 7.81
Weird Portfolio Value Stock Geek -5.52 Mar 13 5.04 10.99 19.09
Family Taxable Portfolio Ted Aronson -5.54 Mar 13 3.27 7.84 12.91
US Stocks Equal Weight -5.59 Mar 13 3.48 7.44 9.58
Robo Advisor 80 Value Tilt Betterment -5.60 Mar 13 2.97 8.04 13.64
All Country World Stocks -5.63 Mar 13 1.64 5.77 11.79
Sheltered Sam 100/0 Bill Bernstein -5.72 Mar 13 3.31 9.65 15.61
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.76 Mar 13 3.98 6.06 18.02
Robo Advisor 90 Value Tilt Betterment -5.98 Mar 13 3.10 8.74 14.74
Stocks/Bonds 60/40 2x Leveraged -6.03 Mar 13 0.46 0.65 8.81
Robo Advisor 100 Value Tilt Betterment -6.26 Mar 13 2.83 8.55 14.46
Talmud Portfolio 2x Leveraged Roger Gibson -6.29 Mar 13 4.68 4.49 8.68
Developed World ex-US 60/40 -6.38 Mar 13 4.33 10.35 14.71
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.44 Mar 13 6.44 13.21 33.69
All Weather Portfolio 2x Leveraged Ray Dalio -6.52 Mar 13 6.66 9.04 22.12
Developed World ex-US 60/40 Momentum -6.66 Mar 13 3.03 8.46 11.77
Ultimate Buy and Hold Strategy Paul Merriman -6.89 Mar 13 3.96 10.84 15.42
Golden Butterfly 2x Leveraged Tyler -7.58 Mar 13 5.91 13.52 31.21
Developed World ex-US 80/20 -7.76 Mar 13 5.23 13.20 18.50
European Stocks -8.88 Mar 13 3.05 11.64 16.26
Developed World ex-US Stocks -9.14 Mar 13 6.10 16.01 22.25
Emerging Markets Stocks -9.24 Mar 13 5.89 16.85 27.31
Developed World ex-US Stocks Momentum -9.60 Mar 13 3.99 12.87 17.35