Last Update - 30 April 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 Apr 26
|
||||
|---|---|---|---|---|
| Ticker | Asset Class | 1M | 3M | 6M |
|
BIL
|
US Cash | 0.29 | 0.85 | 1.78 |
|
BND
|
US Total Bond Market | 0.15 | -0.01 | 0.50 |
|
BNDX
|
International Bonds | 0.23 | -0.41 | -0.59 |
|
CWB
|
US Convertible Bonds | 10.53 | 8.57 | 9.36 |
|
DBC
|
Commodities | 7.43 | 27.30 | 40.50 |
|
EEM
|
Emerging Markets | 12.68 | 8.27 | 17.37 |
|
EFA
|
EAFE Stocks | 5.34 | 1.57 | 10.25 |
|
EMB
|
Emerg. Market Bonds | 2.49 | 0.52 | 1.65 |
|
FLLA
|
Latin America | 2.97 | 5.51 | 28.72 |
|
GLD
|
Gold | -1.54 | -4.78 | 15.09 |
|
HYG
|
US High Yield Bonds | 1.52 | 0.55 | 2.42 |
|
IJR
|
US Small Cap | 10.29 | 8.10 | 17.11 |
|
LQD
|
US Invest. Grade Bonds | 0.28 | -0.44 | 0.09 |
|
PFF
|
US Preferred Stocks | 4.22 | 0.37 | 3.28 |
|
QQQ
|
US Technology | 15.69 | 7.51 | 6.42 |
|
SPY
|
US Large Cap | 10.51 | 4.14 | 5.97 |
|
TIP
|
US TIPS | 1.09 | 0.98 | 1.09 |
|
TLT
|
US Long Term Treasuries | -0.84 | -0.63 | -3.05 |
|
VGK
|
Europe | 5.71 | 0.05 | 10.06 |
|
VNQ
|
US REITs | 8.60 | 7.22 | 10.17 |
|
VPL
|
Pacific | 9.78 | 8.58 | 20.29 |
|
VT
|
World All Countries | 9.31 | 4.20 | 8.66 |
|
VTI
|
US Total Stock Market | 10.40 | 4.32 | 6.22 |
| 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
Swipe left to see all data
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|
| Portfolio | Author | 1M | 3M | 6M | |
| Aggressive Global Income | The Lazy Team | 4.48 | 4.52 | 12.05 | |
| Developed World ex-US 20/80 | 1.69 | 0.53 | 2.62 | ||
| All Country World 20/80 | 2.26 | 0.80 | 1.99 | ||
| Golden Butterfly with Bitcoin | Tyler | 3.61 | 1.22 | 6.80 | |
| US Inflation Protection | 1.09 | 0.98 | 1.09 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 3.07 | 0.79 | 2.87 | |
| LifeStrategy Growth Fund | Vanguard | 7.45 | 3.43 | 7.38 | |
| Sheltered Sam 90/10 | Bill Bernstein | 7.11 | 4.40 | 12.06 | |
| Sheltered Sam 10/90 | Bill Bernstein | 1.29 | 0.99 | 2.37 | |
| Simple and Cheap | Time Money Inc | 5.55 | 2.86 | 5.72 | |
| Dedalo Three | Dedalo Invest | 10.07 | 4.28 | 6.96 | |
| US Cash | 0.29 | 0.85 | 1.78 | ||
| Margherita Portfolio | Davide Pisicchio | 3.45 | 1.22 | 4.39 | |
| Permanent Portfolio | Harry Browne | 1.91 | -0.19 | 5.50 | |
| No Brainer Portfolio | Bill Bernstein | 7.18 | 4.22 | 9.25 | |
| Yale Endowment | David Swensen | 6.71 | 3.94 | 7.32 | |
| Lifepath Fund | iShares | 3.98 | 1.96 | 4.13 | |
| Robo Advisor 90 Value Tilt | Betterment | 8.19 | 4.68 | 11.08 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 8.10 | 5.01 | 13.72 | |
| Desert Portfolio | Gyroscopic Investing | 2.83 | 0.73 | 3.90 | |
| Late Sixties and Beyond | Burton Malkiel | 6.48 | 3.46 | 6.91 | |
| Stocks/Bonds 80/20 | 8.28 | 3.46 | 5.08 | ||
| GAA Global Asset Allocation | Mebane Faber | 4.10 | 3.41 | 7.12 | |
| Stocks/Bonds 40/60 with Bitcoin | 4.25 | 1.64 | 2.03 | ||
| Stocks/Bonds 60/40 Momentum | 10.88 | 6.69 | 7.46 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 3.40 | -2.81 | 8.02 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 6.58 | 3.39 | 6.77 | |
| Perfect Portfolio | Ben Stein | 7.28 | 4.76 | 9.80 | |
| Sheltered Sam 60/40 | Bill Bernstein | 4.95 | 3.15 | 8.43 | |
| Long Term Portfolio | Ben Stein | 7.27 | 4.06 | 8.85 | |
| Stocks/Bonds 80/20 Momentum | 14.57 | 8.89 | 9.78 | ||
| Weird Portfolio | Value Stock Geek | 4.35 | 2.12 | 10.82 | |
| PISI Portfolio | Davide Pisicchio | 2.79 | 0.70 | 3.56 | |
| Cockroach Portfolio | Tony Dong | 0.59 | 0.03 | 7.51 | |
| JP Morgan Balanced Portfolio | JP Morgan | 6.02 | 4.41 | 8.49 | |
| Ivy Portfolio | Mebane Faber | 6.68 | 10.55 | 15.90 | |
| Core Four | Rick Ferri | 7.52 | 3.69 | 7.18 | |
| Robust | Alpha Architect | 8.68 | 8.93 | 14.13 | |
| Edge Select Moderately Conservative | Merrill Lynch | 3.81 | 1.67 | 3.60 | |
| European Stocks | 5.71 | 0.05 | 10.06 | ||
| Sandwich Portfolio | Bob Clyatt | 5.24 | 2.86 | 6.27 | |
| Robo Advisor 10 Value Tilt | Betterment | 1.11 | 0.66 | 2.08 | |
| Mid-Twenties | Burton Malkiel | 8.22 | 4.22 | 8.67 | |
| Developed World ex-US 60/40 | 4.56 | 2.36 | 8.87 | ||
| All Country World 60/40 | 5.77 | 2.52 | 5.33 | ||
| Stocks/Bonds 60/40 ESG | 7.09 | 2.17 | 2.64 | ||
| Developed World ex-US 60/40 Momentum | 4.97 | 1.33 | 7.67 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 12.54 | 6.61 | 7.90 | |
| LifeStrategy Conservative Growth | Vanguard | 3.79 | 1.67 | 3.80 | |
| Nano Portfolio | John Wasik | 5.08 | 2.83 | 5.73 | |
| Sheltered Sam 30/70 | Bill Bernstein | 2.76 | 1.86 | 4.79 | |
| Seven Value | Scott Burns | 4.05 | 5.65 | 11.44 | |
| US Stocks Value | 5.95 | 3.35 | 8.21 | ||
| In Saecula Saeculorum | Fulvio Marchese | 4.40 | 1.36 | 4.64 | |
| Capricciosa Portfolio | Davide Pisicchio | 5.55 | 2.31 | 4.67 | |
| US Stocks | 10.40 | 4.32 | 6.22 | ||
| Emerging Markets Stocks | 12.68 | 8.27 | 17.37 | ||
| Four Funds | Bogleheads | 7.59 | 3.55 | 7.36 | |
| Ideal Index | Frank Armstrong | 5.89 | 3.88 | 9.55 | |
| Edge Select Aggressive | Merrill Lynch | 8.41 | 4.04 | 7.89 | |
| Margaritaville | Scott Burns | 6.40 | 3.22 | 6.99 | |
| Simple Money Portfolio | Tim Maurer | 4.31 | 2.55 | 8.44 | |
| Robo Advisor 100 Value Tilt | Betterment | 8.44 | 4.45 | 10.91 | |
| Dynamic 40/60 Income | The Lazy Team | 3.71 | 1.21 | 2.95 | |
| High Yield Bonds Income | The Lazy Team | 1.52 | 0.21 | 1.41 | |
| Total Bond US | 0.15 | -0.01 | 0.50 | ||
| All Country World Bonds | 0.53 | -0.07 | 0.30 | ||
| US Stocks ESG | 12.02 | 3.68 | 4.14 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | 3.49 | 2.79 | 7.01 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 5.02 | -0.43 | 4.16 | |
| Ark Tech Portfolio | Cathie Wood | 13.37 | 0.90 | -9.47 | |
| Sheltered Sam 80/20 | Bill Bernstein | 6.39 | 3.99 | 10.85 | |
| Sheltered Sam 0/100 | Bill Bernstein | 0.55 | 0.54 | 1.15 | |
| Tilt Toward Value | Time Money Inc | 5.39 | 2.99 | 6.23 | |
| Dedalo Four | Dedalo Invest | 8.04 | 3.36 | 5.49 | |
| Ulcer Free Strategy | Aim Ways | 3.06 | 1.35 | 4.01 | |
| Berkshire Hathaway | Warren Buffett | -0.87 | -1.47 | -0.54 | |
| Gold | -1.54 | -4.78 | 15.09 | ||
| Stocks/Bonds 60/40 | 6.20 | 2.60 | 3.93 | ||
| Warren Buffett Portfolio | Warren Buffett | 9.46 | 3.68 | 4.87 | |
| Simple Path to Wealth | JL Collins | 7.76 | 3.25 | 4.79 | |
| Robo Advisor 80 Value Tilt | Betterment | 7.37 | 4.19 | 9.93 | |
| Second Grader's Starter | Paul Farrell | 8.53 | 3.88 | 7.87 | |
| Family Taxable Portfolio | Ted Aronson | 7.38 | 4.78 | 9.76 | |
| Late Thirties to Early Forties | Burton Malkiel | 7.96 | 4.06 | 8.37 | |
| Stocks/Bonds 20/80 | 2.13 | 0.86 | 1.64 | ||
| All Country World Stocks | 9.31 | 4.20 | 8.66 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | 3.33 | 2.55 | 3.80 | |
| Stocks/Bonds 40/60 Momentum | 7.24 | 4.48 | 5.13 | ||
| Stocks/Bonds 60/40 2x Leveraged | 11.99 | 3.34 | 4.04 | ||
| Marc Faber Portfolio | Marc Faber | 4.14 | 1.67 | 9.52 | |
| Global Market Portfolio | Credit Suisse | 4.30 | 2.06 | 4.13 | |
| Sheltered Sam 50/50 | Bill Bernstein | 4.22 | 2.72 | 7.22 | |
| Four Square | Scott Burns | 4.83 | 2.32 | 5.12 | |
| Stocks/Bonds 20/80 Momentum | 3.67 | 2.24 | 2.81 | ||
| Gold Pivot Ptf | Aim Ways | 2.14 | -0.63 | 6.99 | |
| Diavola Portfolio | Davide Pisicchio | 10.62 | 4.70 | 5.71 | |
| Couch Potato | Scott Burns | 5.64 | 2.66 | 3.67 | |
| Coffeehouse | Bill Schultheis | 5.25 | 3.52 | 7.82 | |
| Edge Select Moderate | Merrill Lynch | 5.39 | 2.52 | 5.14 | |
| Larry Portfolio | Larry Swedroe | 2.85 | 1.86 | 5.26 | |
| 7Twelve Portfolio | Craig Israelsen | 5.79 | 9.11 | 14.02 | |
| Robo Advisor 20 Value Tilt | Betterment | 2.03 | 1.09 | 3.00 | |
| Andrew Tobias Portfolio | Andrew Tobias | 5.24 | 2.05 | 5.96 | |
| Developed World ex-US 40/60 | 3.14 | 1.45 | 5.77 | ||
| All Country World 40/60 | 4.01 | 1.66 | 3.66 | ||
| Stocks/Bonds 40/60 ESG | 4.72 | 1.42 | 1.89 | ||
| Developed World ex-US 40/60 Momentum | 3.39 | 0.76 | 4.98 | ||
| Golden Butterfly 2x Leveraged | Tyler | 7.11 | 0.78 | 12.89 | |
| LifeStrategy Moderate Growth | Vanguard | 5.62 | 2.56 | 5.59 | |
| Sheltered Sam 100/0 | Bill Bernstein | 7.83 | 4.81 | 13.27 | |
| Sheltered Sam 20/80 | Bill Bernstein | 2.02 | 1.43 | 3.58 | |
| Eliminate Fat Tails | Larry Swedroe | 4.00 | 3.19 | 6.12 | |
| Aim comfortable trip | Aim Ways | 3.09 | 1.06 | 7.36 | |
| Four Seasons Portfolio | Davide Pisicchio | 4.47 | 1.65 | 4.96 | |
| All Weather Portfolio | Ray Dalio | 3.20 | 2.83 | 5.06 | |
| Short Term Treasury | 0.19 | 0.25 | 1.20 | ||
| Lazy Portfolio | David Swensen | 6.77 | 3.97 | 7.08 | |
| Five Asset | Roger Gibson | 6.88 | 8.86 | 14.17 | |
| Rob Arnott Portfolio | Rob Arnott | 3.66 | 4.36 | 6.64 | |
| Pinwheel | Tyler | 5.66 | 3.07 | 9.52 | |
| Robo Advisor 0 | Betterment | 0.20 | 0.24 | 1.19 | |
| Big Rocks Portfolio | Larry Swedroe | 5.05 | 3.36 | 8.50 | |
| Dynamic 60/40 Income | The Lazy Team | 4.95 | 2.56 | 4.67 | |
| Paul Boyer Portfolio | Paul Boyer | 2.32 | 0.71 | 8.07 | |
| Total Bond Developed World ex-US | 0.23 | -0.41 | -0.59 | ||
| Stocks/Bonds 60/40 with Bitcoin | 6.31 | 2.51 | 3.18 | ||
| US Stocks Momentum | 18.33 | 11.08 | 12.11 | ||
| Simplified Permanent Portfolio | The Lazy Team | 1.98 | -0.27 | 5.71 | |
| Cape US Sector Value | Robert Shiller | 5.50 | -1.21 | 3.92 | |
| US Stocks Equal Weight | 6.00 | 3.15 | 9.15 | ||
| Sheltered Sam 70/30 | Bill Bernstein | 5.67 | 3.57 | 9.64 | |
| Six Ways from Sunday | Scott Burns | 3.82 | 5.92 | 11.27 | |
| Gretchen Tai Portfolio | Gretchen Tai | 6.81 | 3.76 | 8.55 | |
| Dedalo Eleven | Dedalo Invest | 8.13 | 3.75 | 7.40 | |
| US Stocks Quality | 8.05 | 2.60 | 6.13 | ||
| Odd-Stats Strategy | Aim Ways | 4.30 | 1.74 | 4.37 | |
| Golden Ratio Portfolio | Frank Vasquez | 5.07 | 2.03 | 6.79 | |
| 10-year Treasury | -0.15 | -0.06 | -0.07 | ||
| Stocks/Bonds 40/60 | 4.15 | 1.73 | 2.79 | ||
| Developed World ex-US Stocks | 7.37 | 4.10 | 14.93 | ||
| Edge Select Conservative | Merrill Lynch | 2.03 | 1.14 | 2.89 | |
| Golden Butterfly | Tyler | 3.38 | 1.16 | 7.83 | |
| Talmud Portfolio | Roger Gibson | 6.34 | 3.87 | 5.63 | |
| Technology | 15.69 | 7.51 | 6.42 | ||
| Mid-Fifties | Burton Malkiel | 7.42 | 3.85 | 7.86 | |
| Developed World ex-US 80/20 | 5.97 | 3.24 | 11.92 | ||
| All Country World 80/20 | 7.53 | 3.36 | 7.00 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | 2.14 | -0.13 | 4.50 | |
| Developed World ex-US Stocks Momentum | 8.12 | 2.43 | 12.89 | ||
| Stocks/Bonds 40/60 2x Leveraged | 7.58 | 1.77 | 1.91 | ||
| LifeStrategy Income Fund | Vanguard | 1.98 | 0.77 | 1.99 | |
| One-Decision Portfolio | Marvin Appel | 4.85 | 3.18 | 5.54 | |
| Sheltered Sam 40/60 | Bill Bernstein | 3.49 | 2.30 | 6.01 | |
| Five Fold | Scott Burns | 5.59 | 3.30 | 6.14 | |
| US Stocks Minimum Volatility | 2.05 | 0.04 | 2.41 | ||
| Shield Strategy | Aim Ways | 4.31 | 0.89 | 5.88 | |
| Pepperoni Portfolio | Davide Pisicchio | 7.20 | 3.36 | 4.43 | |
| Ultimate Buy&Hold | FundAdvice | 4.97 | 3.13 | 8.57 | |
| Three Funds | Bogleheads | 7.50 | 3.46 | 7.30 | |
| Dimensional Retirement Income Fund | DFA | 2.35 | 1.59 | 3.12 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 6.96 | 3.26 | 6.42 | |
| Coward's Portfolio | Bill Bernstein | 5.48 | 3.50 | 8.06 | |
| Conservative Income | Charles Schwab | 0.88 | 0.77 | 1.49 | |
| Robo Advisor 50 Value Tilt | Betterment | 4.68 | 2.36 | 5.81 | |
| Gone Fishin' Portfolio | Alexander Green | 6.58 | 3.70 | 10.83 | |
