Assets and Lazy Portfolios Short Term Returns

Last Update - Oct 02 2025, 04:00PM 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 Sep 25
Ticker Asset Class Oct 25â–ľ Time(ET) 1M 3M 6M
CWB
US Convertible Bonds 1.62 Oct 02, 03:59PM 5.07 9.95 19.22
VGK
Europe 1.35 Oct 02, 03:59PM 1.92 3.24 15.63
EEM
Emerging Markets 1.29 Oct 02, 03:59PM 7.10 10.70 23.38
EFA
EAFE Stocks 1.01 Oct 02, 03:59PM 2.07 4.45 16.22
PFF
US Preferred Stocks 0.89 Oct 02, 04:00PM 1.03 4.73 6.37
QQQ
US Technology 0.89 Oct 02, 04:00PM 5.38 8.96 28.32
VPL
Pacific 0.71 Oct 02, 03:59PM 2.81 7.62 22.33
VT
World All Countries 0.66 Oct 02, 03:59PM 3.37 7.59 19.83
IJR
US Small Cap 0.61 Oct 02, 03:59PM 1.05 9.14 14.48
TLT
US Long Term Treasuries 0.55 Oct 02, 04:00PM 3.59 2.42 0.39
LQD
US Invest. Grade Bonds 0.55 Oct 02, 03:59PM 1.88 2.85 4.92
VTI
US Total Stock Market 0.50 Oct 02, 03:59PM 3.42 8.28 20.10
SPY
US Large Cap 0.47 Oct 02, 03:59PM 3.56 8.12 19.77
TIP
US TIPS 0.14 Oct 02, 03:59PM 0.42 2.05 2.49
BND
US Total Bond Market 0.04 Oct 02, 04:00PM 1.11 2.00 3.26
BIL
US Cash 0.02 Oct 02, 03:59PM 0.33 1.06 2.11
EMB
Emerg. Market Bonds -0.02 Oct 02, 04:00PM 1.57 4.10 7.87
BNDX
International Bonds -0.10 Oct 02, 03:59PM 0.53 0.55 2.63
GLD
Gold -0.19 Oct 02, 03:59PM 11.76 16.61 23.37
HYG
US High Yield Bonds -0.33 Oct 02, 03:59PM 0.89 2.14 5.97
VNQ
US REITs -0.40 Oct 02, 03:59PM 0.06 3.63 2.94
DBC
Commodities -0.91 Oct 02, 03:59PM 1.44 3.30 0.13
FLLA
Latin America -2.07 Oct 02, 02:55PM 5.78 7.97 23.62
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 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.
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 Monthly Return (%)
Return (%) as of Sep 25
Portfolio Author Oct 25â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 3.99 Oct 02, 03:59PM 13.20 20.17 66.77
European Stocks 1.35 Oct 02, 03:59PM 1.92 3.24 15.63
Emerging Markets Stocks 1.29 Oct 02, 03:59PM 7.10 10.70 23.38
Developed World ex-US Stocks 0.98 Oct 02, 03:59PM 2.55 5.61 19.39
US Stocks Quality 0.97 Oct 02, 03:59PM 3.19 6.65 14.34
Technology 0.89 Oct 02, 04:00PM 5.38 8.96 28.32
Stocks/Bonds 60/40 2x Leveraged 0.88 Oct 02, 03:59PM 4.47 9.90 21.78
Stocks/Bonds 40/60 2x Leveraged 0.87 Oct 02, 03:59PM 3.32 7.39 15.37
Developed World ex-US 80/20 0.77 Oct 02, 03:59PM 2.21 4.73 16.21
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.74 Oct 02, 03:59PM 5.63 10.08 17.27
All Weather Portfolio 2x Leveraged Ray Dalio 0.70 Oct 02, 03:59PM 7.05 10.22 11.83
Robo Advisor 100 Value Tilt Betterment 0.69 Oct 02, 03:59PM 3.26 7.40 17.36
All Country World Stocks 0.66 Oct 02, 03:59PM 3.37 7.59 19.83
Golden Butterfly 2x Leveraged Tyler 0.63 Oct 02, 03:59PM 7.92 15.08 22.61
Second Grader's Starter Paul Farrell 0.62 Oct 02, 04:00PM 3.20 7.17 18.03
Robo Advisor 90 Value Tilt Betterment 0.62 Oct 02, 04:00PM 3.19 7.20 16.86
Edge Select Aggressive Merrill Lynch 0.62 Oct 02, 04:00PM 3.42 7.15 17.50
Cockroach Portfolio Tony Dong 0.61 Oct 02, 04:00PM 3.62 5.88 6.85
US Stocks ESG 0.61 Oct 02, 03:59PM 3.63 8.29 21.51
Mid-Twenties Burton Malkiel 0.60 Oct 02, 04:00PM 3.22 6.69 15.66
Four Funds Bogleheads 0.59 Oct 02, 04:00PM 2.92 6.57 16.21
LifeStrategy Growth Fund Vanguard 0.58 Oct 02, 04:00PM 2.96 6.46 16.28
Family Taxable Portfolio Ted Aronson 0.58 Oct 02, 04:00PM 2.67 6.49 14.01
Three Funds Bogleheads 0.58 Oct 02, 04:00PM 2.99 6.57 16.31
Late Thirties to Early Forties Burton Malkiel 0.58 Oct 02, 04:00PM 3.13 6.54 15.16
No Brainer Portfolio Bill Bernstein 0.57 Oct 02, 04:00PM 2.15 6.26 14.02
Margaritaville Scott Burns 0.57 Oct 02, 03:59PM 2.48 5.75 13.79
Diavola Portfolio Davide Pisicchio 0.56 Oct 02, 04:00PM 3.61 7.76 20.23
Robo Advisor 80 Value Tilt Betterment 0.55 Oct 02, 04:00PM 2.97 6.64 15.41
Developed World ex-US 60/40 0.55 Oct 02, 03:59PM 1.83 3.79 12.95
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.55 Oct 02, 03:59PM 9.25 14.90 22.68
Andrew Tobias Portfolio Andrew Tobias 0.55 Oct 02, 04:00PM 1.96 4.63 12.77
Dedalo Three Dedalo Invest 0.55 Oct 02, 03:59PM 3.41 8.06 20.01
Gretchen Tai Portfolio Gretchen Tai 0.54 Oct 02, 04:00PM 2.75 5.85 14.35
Long Term Portfolio Ben Stein 0.54 Oct 02, 03:59PM 2.44 6.16 13.71
Edge Select Moderately Aggressive Merrill Lynch 0.53 Oct 02, 04:00PM 3.04 6.29 15.12
All Country World 80/20 0.52 Oct 02, 04:00PM 2.93 6.50 16.54
Stocks/Bonds 60/40 ESG 0.52 Oct 02, 03:59PM 2.44 5.73 13.80
Dedalo Eleven Dedalo Invest 0.52 Oct 02, 04:00PM 3.14 6.59 16.52
Mid-Fifties Burton Malkiel 0.52 Oct 02, 04:00PM 2.90 6.17 13.86
US Stocks 0.50 Oct 02, 03:59PM 3.42 8.28 20.10
Perfect Portfolio Ben Stein 0.49 Oct 02, 03:59PM 2.90 6.36 14.99
Global Market Portfolio Credit Suisse 0.49 Oct 02, 04:00PM 2.69 4.57 9.67
US Stocks Equal Weight 0.47 Oct 02, 03:59PM 1.01 4.83 10.43
Ideal Index Frank Armstrong 0.47 Oct 02, 04:00PM 1.84 5.27 11.18
Stocks/Bonds 40/60 ESG 0.47 Oct 02, 03:59PM 1.83 4.44 10.15
Core Four Rick Ferri 0.47 Oct 02, 04:00PM 2.73 6.30 14.96
Gone Fishin' Portfolio Alexander Green 0.47 Oct 02, 04:00PM 2.94 6.65 14.08
Edge Select Moderate Merrill Lynch 0.44 Oct 02, 04:00PM 2.55 5.33 12.39
Warren Buffett Portfolio Warren Buffett 0.44 Oct 02, 04:00PM 3.24 7.51 18.53
Ultimate Buy and Hold Strategy Paul Merriman 0.44 Oct 02, 04:00PM 2.25 7.31 16.84
LifeStrategy Moderate Growth Vanguard 0.44 Oct 02, 04:00PM 2.48 5.29 12.93
Pepperoni Portfolio Davide Pisicchio 0.43 Oct 02, 04:00PM 2.60 5.99 14.51
Sheltered Sam 100/0 Bill Bernstein 0.43 Oct 02, 03:59PM 2.73 7.84 14.70
Golden Butterfly with Bitcoin Tyler 0.43 Oct 02, 04:00PM 4.33 8.08 12.46
Golden Ratio Portfolio Frank Vasquez 0.43 Oct 02, 04:00PM 4.45 8.41 13.28
Dedalo Four Dedalo Invest 0.42 Oct 02, 03:59PM 2.87 6.61 16.43
Stocks/Bonds 80/20 0.41 Oct 02, 04:00PM 2.98 7.04 16.52
Late Sixties and Beyond Burton Malkiel 0.41 Oct 02, 04:00PM 2.48 5.48 11.73
Coward's Portfolio Bill Bernstein 0.40 Oct 02, 04:00PM 1.74 5.13 10.15
Four Square Scott Burns 0.40 Oct 02, 03:59PM 2.02 4.50 11.00
Sheltered Sam 90/10 Bill Bernstein 0.40 Oct 02, 04:00PM 2.51 7.22 13.44
Golden Butterfly Tyler 0.39 Oct 02, 04:00PM 4.49 8.32 12.27
All Country World 60/40 0.39 Oct 02, 04:00PM 2.47 5.37 13.29
Simple Path to Wealth JL Collins 0.39 Oct 02, 04:00PM 2.86 6.72 15.64
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.38 Oct 02, 04:00PM 2.18 5.42 12.93
Pinwheel Tyler 0.37 Oct 02, 04:00PM 3.17 6.81 12.79
Sheltered Sam 80/20 Bill Bernstein 0.37 Oct 02, 04:00PM 2.28 6.60 12.19
Paul Boyer Portfolio Paul Boyer 0.36 Oct 02, 04:00PM 5.40 8.03 11.65
Capricciosa Portfolio Davide Pisicchio 0.36 Oct 02, 04:00PM 2.83 6.17 13.27
GAA Global Asset Allocation Mebane Faber 0.36 Oct 02, 04:00PM 3.01 5.12 10.18
Robo Advisor 50 Value Tilt Betterment 0.35 Oct 02, 04:00PM 2.21 4.79 10.70
Stocks/Bonds 60/40 with Bitcoin 0.35 Oct 02, 04:00PM 2.59 5.81 13.54
Eliminate Fat Tails Larry Swedroe 0.34 Oct 02, 03:59PM 1.61 4.14 7.21
Sheltered Sam 70/30 Bill Bernstein 0.34 Oct 02, 04:00PM 2.05 5.97 10.94
All Weather Portfolio with Bitcoin Ray Dalio 0.34 Oct 02, 04:00PM 3.58 5.24 8.65
Developed World ex-US 40/60 0.33 Oct 02, 03:59PM 1.43 2.78 9.60
In Saecula Saeculorum Fulvio Marchese 0.33 Oct 02, 04:00PM 3.36 6.48 12.89
Edge Select Moderately Conservative Merrill Lynch 0.33 Oct 02, 04:00PM 2.06 4.24 9.69
Simple and Cheap Time Money Inc 0.33 Oct 02, 04:00PM 2.16 4.92 11.26
Ulcer Free Strategy Aim Ways 0.32 Oct 02, 04:00PM 3.42 5.47 10.61
Couch Potato Scott Burns 0.32 Oct 02, 03:59PM 1.95 5.18 10.89
Lazy Portfolio David Swensen 0.32 Oct 02, 04:00PM 2.07 5.32 11.30
Stocks/Bonds 60/40 0.32 Oct 02, 04:00PM 2.52 5.79 13.05
Sheltered Sam 60/40 Bill Bernstein 0.31 Oct 02, 04:00PM 1.82 5.34 9.69
Big Rocks Portfolio Larry Swedroe 0.31 Oct 02, 04:00PM 1.40 5.10 10.01
Four Seasons Portfolio Davide Pisicchio 0.31 Oct 02, 04:00PM 3.19 6.37 12.66
Shield Strategy Aim Ways 0.31 Oct 02, 04:00PM 4.79 7.74 14.99
Lifepath Fund iShares 0.31 Oct 02, 04:00PM 1.94 4.37 9.46
Yale Endowment David Swensen 0.31 Oct 02, 04:00PM 1.93 5.14 11.35
Tilt Toward Value Time Money Inc 0.30 Oct 02, 04:00PM 2.00 5.00 10.46
LifeStrategy Conservative Growth Vanguard 0.29 Oct 02, 04:00PM 1.99 4.08 9.61
Sandwich Portfolio Bob Clyatt 0.29 Oct 02, 04:00PM 1.73 4.76 11.39
All Weather Portfolio Ray Dalio 0.29 Oct 02, 04:00PM 3.62 5.33 8.23
Coffeehouse Bill Schultheis 0.29 Oct 02, 04:00PM 1.66 5.27 9.18
Sheltered Sam 50/50 Bill Bernstein 0.28 Oct 02, 04:00PM 1.58 4.71 8.46
US Stocks Value 0.28 Oct 02, 04:00PM 1.59 6.13 9.33
Ultimate Buy&Hold FundAdvice 0.28 Oct 02, 04:00PM 1.48 5.09 11.24
Margherita Portfolio Davide Pisicchio 0.26 Oct 02, 04:00PM 2.87 5.68 10.99
Permanent Portfolio with Bitcoin Harry Browne 0.26 Oct 02, 04:00PM 5.05 7.38 11.96
Nano Portfolio John Wasik 0.26 Oct 02, 04:00PM 1.45 4.10 8.89
Sheltered Sam 40/60 Bill Bernstein 0.26 Oct 02, 04:00PM 1.34 4.07 7.22
Stocks/Bonds 40/60 with Bitcoin 0.26 Oct 02, 04:00PM 2.13 4.56 10.16
PISI Portfolio Davide Pisicchio 0.25 Oct 02, 04:00PM 2.93 5.50 10.38
All Country World 40/60 0.25 Oct 02, 04:00PM 1.99 4.22 10.07
Five Fold Scott Burns 0.24 Oct 02, 03:59PM 1.64 4.33 9.37
Simple Money Portfolio Tim Maurer 0.24 Oct 02, 04:00PM 1.13 4.97 11.61
Dynamic 40/60 Income The Lazy Team 0.24 Oct 02, 04:00PM 1.46 4.08 8.37
Larry Portfolio Larry Swedroe 0.24 Oct 02, 04:00PM 1.01 3.87 7.69
Sheltered Sam 30/70 Bill Bernstein 0.23 Oct 02, 04:00PM 1.09 3.43 5.99
Stocks/Bonds 40/60 0.22 Oct 02, 04:00PM 2.06 4.53 9.68
Robo Advisor 20 Value Tilt Betterment 0.22 Oct 02, 04:00PM 1.12 2.68 5.80
One-Decision Portfolio Marvin Appel 0.22 Oct 02, 03:59PM 1.37 4.36 7.38
Permanent Portfolio Harry Browne 0.22 Oct 02, 04:00PM 5.20 7.61 11.78
Weird Portfolio Value Stock Geek 0.22 Oct 02, 04:00PM 3.97 8.20 13.02
Sheltered Sam 20/80 Bill Bernstein 0.20 Oct 02, 04:00PM 0.85 2.78 4.77
Aim comfortable trip Aim Ways 0.20 Oct 02, 04:00PM 3.24 6.33 11.89
Robo Advisor 10 Value Tilt Betterment 0.19 Oct 02, 04:00PM 0.71 1.90 4.08
Rob Arnott Portfolio Rob Arnott 0.18 Oct 02, 04:00PM 1.76 3.38 5.99
Talmud Portfolio 2x Leveraged Roger Gibson 0.18 Oct 02, 03:59PM 2.68 6.80 11.94
Desert Portfolio with Bitcoin Gyroscopic Investing 0.18 Oct 02, 04:00PM 2.36 4.89 10.30
Sheltered Sam 10/90 Bill Bernstein 0.17 Oct 02, 04:00PM 0.60 2.13 3.55
Edge Select Conservative Merrill Lynch 0.17 Oct 02, 04:00PM 1.26 2.83 6.02
Dynamic 60/40 Income The Lazy Team 0.16 Oct 02, 04:00PM 1.16 3.98 7.36
Dimensional Retirement Income Fund DFA 0.16 Oct 01 0.28 2.25 5.12
Robo Advisor 0 Betterment 0.15 Oct 02, 04:00PM 0.28 1.12 2.35
Simplified Permanent Portfolio The Lazy Team 0.14 Oct 02, 04:00PM 4.53 7.52 12.67
LifeStrategy Income Fund Vanguard 0.14 Oct 02, 04:00PM 1.47 2.84 6.33
US Inflation Protection 0.14 Oct 02, 03:59PM 0.42 2.05 2.49
Sheltered Sam 0/100 Bill Bernstein 0.14 Oct 02, 04:00PM 0.34 1.48 2.34
Short Term Treasury 0.14 Oct 02, 04:00PM 0.29 1.08 2.24
Desert Portfolio Gyroscopic Investing 0.14 Oct 02, 04:00PM 2.52 5.13 10.12
10-year Treasury 0.13 Oct 02, 04:00PM 0.65 1.70 3.13
Stocks/Bonds 20/80 0.13 Oct 02, 04:00PM 1.59 3.27 6.42
All Country World 20/80 0.12 Oct 02, 04:00PM 1.50 3.04 6.89
Developed World ex-US 20/80 0.12 Oct 02, 03:59PM 1.00 1.70 6.17
Odd-Stats Strategy Aim Ways 0.09 Oct 02, 04:00PM 3.07 5.01 10.23
Developed World ex-US Stocks Momentum 0.08 Oct 02, 03:59PM 2.88 4.79 21.32
7Twelve Portfolio Craig Israelsen 0.06 Oct 02, 04:00PM 1.58 4.60 8.61
Marc Faber Portfolio Marc Faber 0.05 Oct 02, 04:00PM 4.60 7.96 12.91
Five Asset Roger Gibson 0.05 Oct 02, 04:00PM 1.92 4.77 8.93
Talmud Portfolio Roger Gibson 0.05 Oct 02, 04:00PM 1.56 4.66 8.48
Total Bond US 0.04 Oct 02, 04:00PM 1.11 2.00 3.26
Seven Value Scott Burns 0.04 Oct 02, 03:59PM 1.47 4.85 7.50
Six Ways from Sunday Scott Burns 0.04 Oct 02, 03:59PM 1.32 4.64 7.21
US Cash 0.02 Oct 02, 03:59PM 0.33 1.06 2.11
Developed World ex-US 60/40 Momentum 0.01 Oct 02, 03:59PM 2.05 3.29 14.14
Conservative Income Charles Schwab 0.00 Oct 02, 04:00PM 0.69 1.80 2.97
Ivy Portfolio Mebane Faber -0.01 Oct 02, 04:00PM 1.84 5.03 9.12
Gold Pivot Ptf Aim Ways -0.02 Oct 02, 04:00PM 5.76 8.27 14.54
All Country World Bonds -0.02 Oct 02, 04:00PM 0.98 1.82 3.74
Aggressive Global Income The Lazy Team -0.02 Oct 02, 03:59PM 0.59 4.24 10.22
Stocks/Bonds 20/80 Momentum -0.02 Oct 02, 04:00PM 2.06 3.09 7.91
Developed World ex-US 40/60 Momentum -0.03 Oct 02, 03:59PM 1.59 2.45 10.41
Stocks/Bonds 40/60 Momentum -0.09 Oct 02, 04:00PM 2.98 4.12 12.65
Total Bond Developed World ex-US -0.10 Oct 02, 03:59PM 0.53 0.55 2.63
High Yield Bonds Income The Lazy Team -0.13 Oct 02, 04:00PM 1.70 3.12 6.34
Stocks/Bonds 60/40 Momentum -0.15 Oct 02, 04:00PM 3.85 5.11 17.48
Robust Alpha Architect -0.16 Oct 02, 04:00PM 2.33 5.50 13.90
Gold -0.19 Oct 02, 03:59PM 11.76 16.61 23.37
Stocks/Bonds 80/20 Momentum -0.22 Oct 02, 04:00PM 4.68 6.06 22.41
US Stocks Momentum -0.28 Oct 02, 03:59PM 5.47 6.97 27.44
US Stocks Minimum Volatility -0.31 Oct 02, 03:59PM 1.32 1.75 2.33
Cape US Sector Value Robert Shiller -0.78 Oct 02, 03:52PM 0.47 2.76 7.85
Berkshire Hathaway Warren Buffett -1.27 Oct 02, 03:58PM -0.14 3.49 -5.54