Assets and Lazy Portfolios Short Term Returns

Last Update - Mar 20 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).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of Feb 26
Ticker Asset Class Mar 26â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 15.30 Mar 20 2.74 12.51 16.82
BIL
US Cash 0.21 Mar 20 0.27 0.90 1.88
TIP
US TIPS -1.48 Mar 20 1.27 1.16 2.14
HYG
US High Yield Bonds -1.75 Mar 20 0.00 1.10 2.75
BND
US Total Bond Market -2.36 Mar 20 1.60 1.52 3.87
CWB
US Convertible Bonds -2.39 Mar 20 1.14 4.65 10.29
BNDX
International Bonds -2.63 Mar 20 1.53 1.53 2.90
LQD
US Invest. Grade Bonds -3.10 Mar 20 1.38 0.98 3.99
PFF
US Preferred Stocks -3.53 Mar 20 -0.33 2.86 2.83
QQQ
US Technology -4.15 Mar 20 -2.34 -1.81 6.73
EMB
Emerg. Market Bonds -4.29 Mar 20 1.63 2.27 6.45
TLT
US Long Term Treasuries -5.18 Mar 20 4.63 1.82 7.22
SPY
US Large Cap -5.20 Mar 20 -0.86 0.68 6.96
VTI
US Total Stock Market -5.44 Mar 20 -0.53 1.02 7.06
IJR
US Small Cap -7.02 Mar 20 2.10 7.80 10.80
VNQ
US REITs -7.25 Mar 20 5.39 5.72 5.69
VT
World All Countries -7.58 Mar 20 1.64 5.77 11.79
FLLA
Latin America -10.60 Mar 20 5.58 21.92 36.66
EEM
Emerging Markets -11.09 Mar 20 5.89 16.85 27.31
EFA
EAFE Stocks -11.19 Mar 20 4.61 12.71 17.28
VGK
Europe -11.78 Mar 20 3.05 11.64 16.26
VPL
Pacific -12.26 Mar 20 10.24 23.20 30.98
GLD
Gold -14.55 Mar 20 8.72 24.72 52.09
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
US Cash 0.21 Mar 20 0.27 0.90 1.88
Ivy Portfolio Mebane Faber -0.74 Mar 20 2.73 6.89 10.46
Short Term Treasury -0.78 Mar 20 0.53 1.04 2.11
7Twelve Portfolio Craig Israelsen -0.81 Mar 20 2.42 6.44 9.43
Robo Advisor 0 Betterment -0.85 Mar 20 0.58 1.06 2.17
Sheltered Sam 0/100 Bill Bernstein -1.06 Mar 20 0.83 1.08 2.12
US Inflation Protection -1.48 Mar 20 1.27 1.16 2.14
Sheltered Sam 10/90 Bill Bernstein -1.73 Mar 20 1.08 1.95 3.47
Conservative Income Charles Schwab -1.78 Mar 20 1.29 1.49 3.04
Robo Advisor 10 Value Tilt Betterment -1.85 Mar 20 0.96 1.94 3.71
Five Asset Roger Gibson -2.13 Mar 20 2.91 7.06 10.91
Dimensional Retirement Income Fund DFA -2.16 Mar 20 1.05 2.20 4.14
Total Bond US -2.36 Mar 20 1.60 1.52 3.87
Sheltered Sam 20/80 Bill Bernstein -2.39 Mar 20 1.34 2.81 4.82
Rob Arnott Portfolio Rob Arnott -2.59 Mar 20 2.43 4.09 7.34
Total Bond Developed World ex-US -2.63 Mar 20 1.53 1.53 2.90
All Country World Bonds -2.75 Mar 20 1.58 1.64 3.94
Stocks/Bonds 20/80 Momentum -2.78 Mar 20 1.04 1.50 3.99
Edge Select Conservative Merrill Lynch -2.78 Mar 20 1.31 2.52 5.11
Robust Alpha Architect -2.78 Mar 20 1.90 6.04 8.74
Robo Advisor 20 Value Tilt Betterment -2.85 Mar 20 1.34 2.83 5.25
10-year Treasury -2.89 Mar 20 2.47 1.46 3.86
Stocks/Bonds 20/80 -2.98 Mar 20 1.17 1.42 4.55
Sheltered Sam 30/70 Bill Bernstein -3.05 Mar 20 1.59 3.67 6.17
High Yield Bonds Income The Lazy Team -3.07 Mar 20 0.86 1.34 4.34
Dynamic 40/60 Income The Lazy Team -3.16 Mar 20 0.26 1.64 4.29
Eliminate Fat Tails Larry Swedroe -3.16 Mar 20 1.79 4.45 7.15
Stocks/Bonds 40/60 Momentum -3.19 Mar 20 0.49 1.47 4.09
Stocks/Bonds 40/60 with Bitcoin -3.37 Mar 20 0.47 0.77 4.19
Couch Potato Scott Burns -3.46 Mar 20 0.36 1.10 4.66
LifeStrategy Income Fund Vanguard -3.47 Mar 20 1.63 2.49 5.43
Six Ways from Sunday Scott Burns -3.59 Mar 20 3.88 8.12 10.93
Stocks/Bonds 40/60 -3.59 Mar 20 0.74 1.32 5.21
Stocks/Bonds 60/40 Momentum -3.61 Mar 20 -0.06 1.44 4.18
Stocks/Bonds 40/60 ESG -3.68 Mar 20 0.10 0.33 3.85
One-Decision Portfolio Marvin Appel -3.70 Mar 20 1.41 2.65 5.29
All Country World 20/80 -3.71 Mar 20 1.59 2.49 5.57
Sheltered Sam 40/60 Bill Bernstein -3.72 Mar 20 1.85 4.53 7.51
Dynamic 60/40 Income The Lazy Team -3.75 Mar 20 1.02 2.38 4.19
All Weather Portfolio with Bitcoin Ray Dalio -3.80 Mar 20 2.44 3.22 9.10
Desert Portfolio with Bitcoin Gyroscopic Investing -3.80 Mar 20 1.22 2.58 7.06
Pepperoni Portfolio Davide Pisicchio -3.89 Mar 20 0.03 1.01 5.71
All Weather Portfolio Ray Dalio -3.94 Mar 20 2.81 4.12 10.74
Larry Portfolio Larry Swedroe -3.96 Mar 20 2.07 4.50 7.02
Seven Value Scott Burns -3.96 Mar 20 3.85 8.29 11.40
Stocks/Bonds 60/40 with Bitcoin -3.99 Mar 20 0.04 0.67 4.82
Stocks/Bonds 80/20 Momentum -4.02 Mar 20 -0.60 1.40 4.25
Edge Select Moderately Conservative Merrill Lynch -4.11 Mar 20 1.33 2.86 6.59
Technology -4.15 Mar 20 -2.34 -1.81 6.73
Stocks/Bonds 60/40 -4.21 Mar 20 0.32 1.22 5.84
Desert Portfolio Gyroscopic Investing -4.24 Mar 20 1.67 3.61 9.03
Lifepath Fund iShares -4.26 Mar 20 1.56 3.21 6.93
Margherita Portfolio Davide Pisicchio -4.26 Mar 20 1.60 3.75 9.43
Ulcer Free Strategy Aim Ways -4.26 Mar 20 2.25 4.47 10.78
Stocks/Bonds 60/40 ESG -4.33 Mar 20 -0.64 -0.27 4.07
Capricciosa Portfolio Davide Pisicchio -4.35 Mar 20 0.81 2.50 7.84
Sheltered Sam 50/50 Bill Bernstein -4.38 Mar 20 2.09 5.38 8.86
Developed World ex-US 20/80 -4.41 Mar 20 2.48 4.52 6.91
US Stocks Momentum -4.44 Mar 20 -1.15 1.36 4.32
JP Morgan Balanced Portfolio JP Morgan -4.50 Mar 20 1.84 5.14 9.21
LifeStrategy Conservative Growth Vanguard -4.50 Mar 20 1.69 3.45 7.24
Four Seasons Portfolio Davide Pisicchio -4.61 Mar 20 1.40 3.72 9.85
GAA Global Asset Allocation Mebane Faber -4.63 Mar 20 2.88 5.80 11.33
Warren Buffett Portfolio Warren Buffett -4.63 Mar 20 -0.86 0.19 5.91
Simple Path to Wealth JL Collins -4.67 Mar 20 0.00 1.15 6.31
All Country World 40/60 -4.68 Mar 20 1.61 3.32 7.16
Diavola Portfolio Davide Pisicchio -4.73 Mar 20 -0.82 0.32 6.57
Berkshire Hathaway Warren Buffett -4.79 Mar 20 4.78 -1.70 0.23
Coward's Portfolio Bill Bernstein -4.81 Mar 20 1.97 5.55 9.15
Stocks/Bonds 80/20 -4.83 Mar 20 -0.11 1.12 6.46
PISI Portfolio Davide Pisicchio -4.84 Mar 20 2.15 3.67 9.74
Edge Select Moderate Merrill Lynch -4.92 Mar 20 1.39 3.64 8.10
Big Rocks Portfolio Larry Swedroe -4.94 Mar 20 2.12 5.85 8.96
Talmud Portfolio Roger Gibson -5.02 Mar 20 2.17 2.81 5.70
In Saecula Saeculorum Fulvio Marchese -5.02 Mar 20 1.46 3.53 10.04
Sheltered Sam 60/40 Bill Bernstein -5.05 Mar 20 2.34 6.24 10.21
Odd-Stats Strategy Aim Ways -5.06 Mar 20 2.26 3.83 9.62
Four Square Scott Burns -5.09 Mar 20 1.92 4.50 8.30
Sandwich Portfolio Bob Clyatt -5.17 Mar 20 2.04 4.69 8.12
US Stocks Minimum Volatility -5.19 Mar 20 2.97 3.03 4.60
Coffeehouse Bill Schultheis -5.23 Mar 20 2.35 5.24 8.71
Tilt Toward Value Time Money Inc -5.31 Mar 20 2.11 4.51 8.37
Dedalo Four Dedalo Invest -5.41 Mar 20 0.43 2.32 7.49
US Stocks -5.44 Mar 20 -0.53 1.02 7.06
Global Market Portfolio Credit Suisse -5.49 Mar 20 2.48 4.21 8.73
Simple and Cheap Time Money Inc -5.49 Mar 20 2.10 4.37 8.40
Robo Advisor 50 Value Tilt Betterment -5.51 Mar 20 2.28 5.33 9.49
Five Fold Scott Burns -5.52 Mar 20 2.62 4.80 7.86
LifeStrategy Moderate Growth Vanguard -5.53 Mar 20 1.74 4.39 9.02
Nano Portfolio John Wasik -5.55 Mar 20 2.49 4.52 7.38
US Stocks ESG -5.61 Mar 20 -2.11 -1.47 4.43
All Country World 60/40 -5.64 Mar 20 1.62 4.15 8.73
Edge Select Moderately Aggressive Merrill Lynch -5.70 Mar 20 1.41 4.31 9.49
Sheltered Sam 70/30 Bill Bernstein -5.71 Mar 20 2.59 7.09 11.56
Perfect Portfolio Ben Stein -5.77 Mar 20 2.40 7.01 12.30
Lazy Portfolio David Swensen -5.77 Mar 20 2.45 4.86 8.60
Permanent Portfolio with Bitcoin Harry Browne -5.80 Mar 20 2.98 6.25 15.32
Andrew Tobias Portfolio Andrew Tobias -5.80 Mar 20 1.57 4.95 8.91
Ultimate Buy&Hold FundAdvice -5.81 Mar 20 2.87 6.98 10.16
Jane Bryant Quinn Portfolio Jane Bryant Quinn -5.83 Mar 20 2.04 4.67 8.97
Yale Endowment David Swensen -5.88 Mar 20 2.58 5.16 8.85
Aggressive Global Income The Lazy Team -5.88 Mar 20 3.91 8.54 11.30
Margaritaville Scott Burns -5.91 Mar 20 2.02 5.42 9.98
Shield Strategy Aim Ways -5.91 Mar 20 2.02 5.45 14.58
No Brainer Portfolio Bill Bernstein -5.92 Mar 20 1.77 5.80 10.09
Aim comfortable trip Aim Ways -5.92 Mar 20 2.80 7.41 14.45
Simple Money Portfolio Tim Maurer -5.94 Mar 20 2.69 6.91 10.15
Golden Butterfly with Bitcoin Tyler -6.06 Mar 20 2.63 6.57 14.59
Dedalo Three Dedalo Invest -6.08 Mar 20 0.13 2.44 8.48
Late Sixties and Beyond Burton Malkiel -6.12 Mar 20 2.37 4.91 9.44
Ideal Index Frank Armstrong -6.13 Mar 20 2.86 7.33 11.08
US Stocks Quality -6.13 Mar 20 1.21 3.74 9.02
Developed World ex-US 40/60 -6.19 Mar 20 3.42 7.46 10.84
US Stocks Value -6.21 Mar 20 2.24 5.26 9.93
Permanent Portfolio Harry Browne -6.24 Mar 20 3.42 7.28 17.33
Core Four Rick Ferri -6.26 Mar 20 1.80 4.68 9.68
Ark Tech Portfolio Cathie Wood -6.27 Mar 20 -3.35 -4.35 4.56
Long Term Portfolio Ben Stein -6.31 Mar 20 2.13 6.23 10.68
Four Funds Bogleheads -6.35 Mar 20 1.65 5.02 10.37
Sheltered Sam 80/20 Bill Bernstein -6.37 Mar 20 2.83 7.95 12.91
Dedalo Eleven Dedalo Invest -6.42 Mar 20 1.54 4.97 10.65
Developed World ex-US 40/60 Momentum -6.43 Mar 20 2.54 6.20 8.89
Three Funds Bogleheads -6.44 Mar 20 1.68 5.06 10.54
Simplified Permanent Portfolio The Lazy Team -6.44 Mar 20 3.43 7.28 16.84
Edge Select Aggressive Merrill Lynch -6.49 Mar 20 1.55 5.18 10.96
Golden Butterfly Tyler -6.50 Mar 20 3.06 7.60 16.61
LifeStrategy Growth Fund Vanguard -6.56 Mar 20 1.79 5.32 10.76
All Country World 80/20 -6.61 Mar 20 1.63 4.97 10.27
Golden Ratio Portfolio Frank Vasquez -6.70 Mar 20 2.67 5.77 14.11
Second Grader's Starter Paul Farrell -6.75 Mar 20 1.47 5.00 10.84
Family Taxable Portfolio Ted Aronson -6.80 Mar 20 3.27 7.84 12.91
Gretchen Tai Portfolio Gretchen Tai -6.83 Mar 20 2.92 7.21 12.29
Mid-Fifties Burton Malkiel -6.85 Mar 20 2.49 5.82 10.95
Gold Pivot Ptf Aim Ways -6.96 Mar 20 3.45 9.04 20.58
Sheltered Sam 90/10 Bill Bernstein -7.04 Mar 20 3.07 8.80 14.26
Pinwheel Tyler -7.07 Mar 20 3.35 8.36 14.55
US Stocks Equal Weight -7.07 Mar 20 3.48 7.44 9.58
Late Thirties to Early Forties Burton Malkiel -7.12 Mar 20 2.45 6.24 11.70
Robo Advisor 80 Value Tilt Betterment -7.15 Mar 20 2.97 8.04 13.64
Mid-Twenties Burton Malkiel -7.27 Mar 20 2.49 6.52 12.06
Gone Fishin' Portfolio Alexander Green -7.29 Mar 20 3.30 9.25 15.22
Paul Boyer Portfolio Paul Boyer -7.39 Mar 20 4.59 10.15 20.51
All Country World Stocks -7.58 Mar 20 1.64 5.77 11.79
Robo Advisor 90 Value Tilt Betterment -7.65 Mar 20 3.10 8.74 14.74
Sheltered Sam 100/0 Bill Bernstein -7.70 Mar 20 3.31 9.65 15.61
Stocks/Bonds 40/60 2x Leveraged -7.80 Mar 20 1.80 1.06 7.81
Cape US Sector Value Robert Shiller -7.91 Mar 20 1.05 2.69 3.51
Developed World ex-US 60/40 -7.97 Mar 20 4.33 10.35 14.71
Marc Faber Portfolio Marc Faber -8.06 Mar 20 4.65 10.16 19.44
Robo Advisor 100 Value Tilt Betterment -8.10 Mar 20 2.83 8.55 14.46
Developed World ex-US 60/40 Momentum -8.34 Mar 20 3.03 8.46 11.77
Cockroach Portfolio Tony Dong -8.57 Mar 20 6.65 9.90 20.75
Stocks/Bonds 60/40 2x Leveraged -8.73 Mar 20 0.46 0.65 8.81
Ultimate Buy and Hold Strategy Paul Merriman -8.76 Mar 20 3.96 10.84 15.42
Weird Portfolio Value Stock Geek -8.99 Mar 20 5.04 10.99 19.09
All Weather Portfolio 2x Leveraged Ray Dalio -9.27 Mar 20 6.66 9.04 22.12
Desert Portfolio 2x Leveraged Gyroscopic Investing -9.52 Mar 20 3.98 6.06 18.02
Developed World ex-US 80/20 -9.74 Mar 20 5.23 13.20 18.50
Talmud Portfolio 2x Leveraged Roger Gibson -10.44 Mar 20 4.68 4.49 8.68
Emerging Markets Stocks -11.09 Mar 20 5.89 16.85 27.31
Developed World ex-US Stocks -11.52 Mar 20 6.10 16.01 22.25
European Stocks -11.78 Mar 20 3.05 11.64 16.26
Developed World ex-US Stocks Momentum -12.14 Mar 20 3.99 12.87 17.35
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -12.57 Mar 20 6.44 13.21 33.69
Golden Butterfly 2x Leveraged Tyler -12.93 Mar 20 5.91 13.52 31.21
Gold -14.55 Mar 20 8.72 24.72 52.09