Last Update - 31 August 2026

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

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Return (%) as of Aug 26
Ticker Asset Class 1M 3M 6M
EEM
Emerging Markets 4.57 -1.80 7.65
DBC
Commodities 6.28 6.17 24.70
EFA
EAFE Stocks 1.77 4.15 3.58
CWB
US Convertible Bonds 0.54 -5.05 9.17
VT
World All Countries 3.01 1.90 9.25
IJR
US Small Cap Blend -0.65 4.54 11.94
SPY
US Large Cap Blend 2.68 1.66 12.41
VTI
US Total Stock Market 2.70 1.80 12.30
PFF
US Preferred Stocks 0.37 -2.22 -0.75
TIP
US TIPS -0.02 -1.16 -1.26
EMB
Emerg. Market Bonds 0.56 -0.46 -0.47
TLT
US Long Term Treasuries 0.73 -2.65 -7.06
BIL
US Cash 0.28 0.89 1.79
QQQ
US Technology 4.18 -2.81 18.30
BNDX
International Bonds -0.21 -0.91 -2.00
BND
US Total Bond Market 0.36 -0.65 -1.96
LQD
US Invest. Grade Bonds 0.40 -1.75 -2.68
HYG
US High Yield Bonds 0.90 0.84 1.84
VNQ
US REITs -2.54 1.66 2.76
GLD
Gold 9.93 -2.09 -15.57
IJH
US Mid Cap Blend 0.11 1.26 5.91
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 Sep 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 Aug 26
Portfolio Author Sep 26▾ Time(ET) 1M 3M 6M
Emerging Markets Stocks 2.00 Sep 04 4.57 -1.80 7.65
Developed World ex-US Stocks Momentum 1.65 Sep 04 2.11 1.90 2.19
US Stocks Momentum 1.08 Sep 04 0.26 -4.79 18.98
Developed World ex-US 60/40 Momentum 1.00 Sep 04 1.23 0.84 0.59
Developed World ex-US Stocks 0.94 Sep 04 3.26 2.14 4.54
Stocks/Bonds 80/20 Momentum 0.86 Sep 04 0.28 -4.10 14.76
Robo Advisor 100 Value Tilt Betterment 0.76 Sep 04 2.41 2.82 8.46
Developed World ex-US 80/20 0.76 Sep 04 2.63 1.59 3.33
Robo Advisor 90 Value Tilt Betterment 0.76 Sep 04 2.59 2.00 7.74
Ultimate Buy and Hold Strategy Paul Merriman 0.71 Sep 04 1.80 3.10 7.02
Robust Alpha Architect 0.70 Sep 04 1.14 0.92 10.91
Robo Advisor 80 Value Tilt Betterment 0.68 Sep 04 2.35 1.69 6.69
Developed World ex-US 40/60 Momentum 0.68 Sep 04 0.77 0.28 -0.25
Family Taxable Portfolio Ted Aronson 0.67 Sep 04 2.01 0.83 5.98
Stocks/Bonds 60/40 Momentum 0.64 Sep 04 0.30 -3.35 10.56
Ivy Portfolio Mebane Faber 0.63 Sep 04 2.15 2.63 10.06
All Country World Stocks 0.59 Sep 04 3.01 1.90 9.25
7Twelve Portfolio Craig Israelsen 0.59 Sep 04 1.91 2.58 9.05
Sheltered Sam 100/0 Bill Bernstein 0.58 Sep 04 1.84 3.53 7.99
Developed World ex-US 60/40 0.58 Sep 04 1.97 1.01 2.07
Five Asset Roger Gibson 0.57 Sep 04 2.08 2.37 8.70
Dedalo Eleven Dedalo Invest 0.57 Sep 04 2.35 1.03 7.66
Edge Select Aggressive Merrill Lynch 0.57 Sep 04 2.50 1.30 8.22
Perfect Portfolio Ben Stein 0.56 Sep 04 2.62 1.76 7.86
Mid-Twenties Burton Malkiel 0.55 Sep 04 1.97 1.35 6.94
Sheltered Sam 90/10 Bill Bernstein 0.53 Sep 04 1.69 3.19 7.20
Second Grader's Starter Paul Farrell 0.52 Sep 04 2.55 1.63 8.51
Margaritaville Scott Burns 0.51 Sep 04 1.93 0.95 5.33
Gretchen Tai Portfolio Gretchen Tai 0.51 Sep 04 2.02 0.89 5.17
LifeStrategy Growth Fund Vanguard 0.51 Sep 04 2.31 1.39 6.97
Late Thirties to Early Forties Burton Malkiel 0.50 Sep 04 1.87 1.37 6.69
Four Funds Bogleheads 0.50 Sep 04 2.30 1.35 7.19
Aggressive Portfolio Lyn Alden 0.49 Sep 04 2.34 1.36 5.66
Three Funds Bogleheads 0.49 Sep 04 2.34 1.40 7.12
Ideal Index Frank Armstrong 0.48 Sep 04 1.08 2.37 5.37
All Country World 80/20 0.48 Sep 04 2.49 1.42 7.09
Sheltered Sam 80/20 Bill Bernstein 0.48 Sep 04 1.53 2.84 6.40
Long Term Portfolio Ben Stein 0.47 Sep 04 1.49 2.00 6.95
No Brainer Portfolio Bill Bernstein 0.46 Sep 04 1.30 2.24 7.44
Gone Fishin' Portfolio Alexander Green 0.45 Sep 04 1.99 0.85 4.13
Edge Select Moderately Aggressive Merrill Lynch 0.43 Sep 04 2.19 0.93 6.55
Moderate Portfolio Lyn Alden 0.43 Sep 04 2.26 1.04 4.89
Sheltered Sam 70/30 Bill Bernstein 0.43 Sep 04 1.36 2.48 5.59
Robo Advisor 50 Value Tilt Betterment 0.42 Sep 04 1.38 1.04 3.51
Eliminate Fat Tails Larry Swedroe 0.42 Sep 04 0.73 0.33 3.29
Mid-Fifties Burton Malkiel 0.42 Sep 04 1.57 1.31 5.96
Stocks/Bonds 40/60 Momentum 0.41 Sep 04 0.32 -2.54 6.37
Ultimate Buy&Hold FundAdvice 0.40 Sep 04 1.20 1.93 3.87
Simple Money Portfolio Tim Maurer 0.40 Sep 04 1.11 2.60 3.97
Coward's Portfolio Bill Bernstein 0.40 Sep 04 1.24 2.03 5.82
Developed World ex-US 40/60 0.40 Sep 04 1.28 0.41 0.77
Four Square Scott Burns 0.40 Sep 04 1.42 0.50 3.48
Dedalo Three Dedalo Invest 0.39 Sep 04 2.79 1.83 11.36
Core Four Rick Ferri 0.39 Sep 04 1.89 1.38 6.81
Big Rocks Portfolio Larry Swedroe 0.38 Sep 04 0.88 2.51 5.33
LifeStrategy Moderate Growth Vanguard 0.38 Sep 04 1.81 0.90 4.78
Sheltered Sam 60/40 Bill Bernstein 0.38 Sep 04 1.20 2.12 4.77
JP Morgan Balanced Portfolio JP Morgan 0.37 Sep 04 1.50 1.81 6.36
All Country World 60/40 0.36 Sep 04 1.95 0.92 4.92
Andrew Tobias Portfolio Andrew Tobias 0.35 Sep 04 1.59 2.16 5.31
Aggressive Global Income The Lazy Team 0.33 Sep 04 0.33 3.41 4.53
Sheltered Sam 50/50 Bill Bernstein 0.33 Sep 04 1.03 1.75 3.94
Dedalo Four Dedalo Invest 0.32 Sep 04 2.24 1.33 8.66
Seven Value Scott Burns 0.31 Sep 04 1.99 3.82 6.33
US Stocks 0.31 Sep 04 2.70 1.80 12.30
Lazy Portfolio David Swensen 0.31 Sep 04 1.00 0.87 4.84
GAA Global Asset Allocation Mebane Faber 0.30 Sep 04 2.09 0.17 2.33
Global Market Portfolio Credit Suisse 0.30 Sep 04 1.30 -0.25 1.75
Sandwich Portfolio Bob Clyatt 0.30 Sep 04 1.27 0.91 3.96
Edge Select Moderate Merrill Lynch 0.30 Sep 04 1.74 0.59 4.66
Warren Buffett Portfolio Warren Buffett 0.29 Sep 04 2.61 1.66 11.52
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.29 Sep 04 1.58 1.13 5.53
Simple and Cheap Time Money Inc 0.28 Sep 04 1.26 0.88 4.13
Late Sixties and Beyond Burton Malkiel 0.28 Sep 04 1.13 1.29 5.02
Berkshire Hathaway Warren Buffett 0.28 Sep 04 -1.30 6.44 -0.05
Rob Arnott Portfolio Rob Arnott 0.28 Sep 04 1.21 0.47 2.93
Yale Endowment David Swensen 0.28 Sep 04 1.05 0.90 4.79
Sheltered Sam 40/60 Bill Bernstein 0.28 Sep 04 0.85 1.37 3.10
Tilt Toward Value Time Money Inc 0.27 Sep 04 1.11 1.29 4.38
US Stocks ESG 0.27 Sep 04 3.11 1.77 14.89
Pinwheel Tyler 0.26 Sep 04 1.72 1.29 2.82
All Weather Portfolio 2x Leveraged Ray Dalio 0.26 Sep 04 4.98 0.16 -1.92
Five Fold Scott Burns 0.26 Sep 04 0.58 0.74 3.33
Coffeehouse Bill Schultheis 0.26 Sep 04 0.67 2.02 4.69
Six Ways from Sunday Scott Burns 0.25 Sep 04 1.95 3.35 5.77
LifeStrategy Conservative Growth Vanguard 0.25 Sep 04 1.30 0.38 2.55
Dimensional Retirement Income Fund DFA 0.25 Sep 03 0.59 0.04 1.66
All Country World 40/60 0.25 Sep 04 1.39 0.40 2.72
Conservative Portfolio Lyn Alden 0.24 Sep 04 1.88 1.19 3.36
Stocks/Bonds 80/20 0.24 Sep 04 2.27 1.35 9.43
US Stocks Value 0.24 Sep 04 1.91 4.12 7.21
Lifepath Fund iShares 0.23 Sep 04 1.22 0.51 2.90
All Weather Portfolio with Bitcoin Ray Dalio 0.23 Sep 04 2.62 -0.02 1.25
Sheltered Sam 30/70 Bill Bernstein 0.23 Sep 04 0.67 0.98 2.24
Stocks/Bonds 60/40 with Bitcoin 0.22 Sep 04 2.14 0.98 6.76
Simple Path to Wealth JL Collins 0.22 Sep 04 2.16 1.23 8.71
Developed World ex-US 20/80 0.21 Sep 04 0.56 -0.23 -0.59
Couch Potato Scott Burns 0.21 Sep 04 1.40 0.39 5.49
Diavola Portfolio Davide Pisicchio 0.21 Sep 04 2.85 0.40 12.42
Stocks/Bonds 60/40 2x Leveraged 0.19 Sep 04 3.23 -0.13 9.22
Stocks/Bonds 20/80 Momentum 0.19 Sep 04 0.34 -1.64 2.20
Robo Advisor 20 Value Tilt Betterment 0.19 Sep 04 0.68 0.56 1.37
Larry Portfolio Larry Swedroe 0.18 Sep 04 0.80 0.64 1.29
All Weather Portfolio Ray Dalio 0.18 Sep 04 2.42 -0.07 1.07
Cockroach Portfolio Tony Dong 0.18 Sep 04 1.85 1.92 -5.69
Sheltered Sam 20/80 Bill Bernstein 0.17 Sep 04 0.48 0.59 1.38
Edge Select Moderately Conservative Merrill Lynch 0.17 Sep 04 1.33 0.22 2.78
Stocks/Bonds 60/40 0.17 Sep 04 1.82 0.88 6.57
Nano Portfolio John Wasik 0.16 Sep 04 0.45 1.22 3.07
Talmud Portfolio 2x Leveraged Roger Gibson 0.16 Sep 04 0.08 -0.22 4.04
Stocks/Bonds 40/60 with Bitcoin 0.16 Sep 04 1.68 0.49 3.89
Pepperoni Portfolio Davide Pisicchio 0.15 Sep 04 1.89 0.23 7.80
Stocks/Bonds 60/40 ESG 0.15 Sep 04 2.08 0.82 7.93
All Country World 20/80 0.13 Sep 04 0.80 -0.14 0.50
Ark Tech Portfolio Cathie Wood 0.13 Sep 04 16.42 7.30 25.10
Paul Boyer Portfolio Paul Boyer 0.12 Sep 04 3.04 -0.69 -3.51
Sheltered Sam 10/90 Bill Bernstein 0.12 Sep 04 0.29 0.18 0.50
LifeStrategy Income Fund Vanguard 0.12 Sep 04 0.76 -0.16 0.30
US Inflation Protection 0.11 Sep 04 -0.02 -1.16 -1.26
Robo Advisor 10 Value Tilt Betterment 0.11 Sep 04 0.44 0.45 0.74
Edge Select Conservative Merrill Lynch 0.10 Sep 04 0.77 0.50 1.54
Stocks/Bonds 40/60 0.10 Sep 04 1.36 0.39 3.71
Capricciosa Portfolio Davide Pisicchio 0.10 Sep 04 1.93 0.36 4.87
Golden Butterfly with Bitcoin Tyler 0.10 Sep 04 2.81 0.76 0.43
Stocks/Bonds 40/60 ESG 0.09 Sep 04 1.53 0.32 4.52
Dynamic 40/60 Income The Lazy Team 0.08 Sep 04 0.97 0.09 2.61
Sheltered Sam 0/100 Bill Bernstein 0.07 Sep 04 0.09 -0.23 -0.39
US Cash 0.07 Sep 04 0.28 0.89 1.79
Aim comfortable trip Aim Ways 0.07 Sep 04 2.24 0.90 0.81
Technology 0.05 Sep 04 4.18 -2.81 18.30
Weird Portfolio Value Stock Geek 0.05 Sep 04 2.15 0.86 -1.37
Short Term Treasury 0.05 Sep 04 0.17 0.39 0.19
One-Decision Portfolio Marvin Appel 0.04 Sep 04 0.22 1.15 4.24
Stocks/Bonds 20/80 0.04 Sep 04 0.87 -0.12 0.87
Total Bond Developed World ex-US 0.03 Sep 04 -0.21 -0.91 -2.00
Robo Advisor 0 Betterment 0.03 Sep 04 0.19 0.36 0.10
Four Seasons Portfolio Davide Pisicchio 0.03 Sep 04 2.12 0.02 2.64
Golden Butterfly Tyler 0.02 Sep 04 2.64 0.61 -0.17
Stocks/Bonds 40/60 2x Leveraged 0.02 Sep 04 2.28 -1.00 3.14
All Country World Bonds 0.01 Sep 04 0.19 -0.71 -1.75
Desert Portfolio with Bitcoin Gyroscopic Investing 0.01 Sep 04 2.00 0.29 1.23
Golden Ratio Portfolio Frank Vasquez 0.01 Sep 04 2.64 0.07 0.86
Dynamic 60/40 Income The Lazy Team 0.00 Sep 04 0.29 0.53 3.26
In Saecula Saeculorum Fulvio Marchese 0.00 Sep 04 2.29 0.24 2.50
Talmud Portfolio Roger Gibson 0.00 Sep 04 0.14 0.98 4.31
Conservative Income Charles Schwab 0.00 Sep 04 0.12 -0.14 -0.40
Margherita Portfolio Davide Pisicchio -0.01 Sep 04 1.85 -0.21 1.25
Permanent Portfolio with Bitcoin Harry Browne -0.02 Sep 04 3.48 -0.31 -2.26
European Stocks -0.02 Sep 04 1.18 4.38 3.52
US Stocks Quality -0.03 Sep 04 1.50 3.49 9.10
Ulcer Free Strategy Aim Ways -0.03 Sep 04 1.65 -2.03 -0.50
Total Bond US -0.03 Sep 04 0.36 -0.65 -1.96
Desert Portfolio Gyroscopic Investing -0.06 Sep 04 1.82 0.14 0.60
PISI Portfolio Davide Pisicchio -0.09 Sep 04 1.89 -0.29 -0.22
Permanent Portfolio Harry Browne -0.09 Sep 04 3.30 -0.46 -2.84
Marc Faber Portfolio Marc Faber -0.09 Sep 04 2.49 0.10 -1.90
US Stocks Equal Weight -0.13 Sep 04 2.04 5.46 7.91
High Yield Bonds Income The Lazy Team -0.15 Sep 04 0.81 -0.42 -0.18
10-year Treasury -0.15 Sep 04 0.12 -1.03 -3.49
Shield Strategy Aim Ways -0.18 Sep 04 3.43 -0.71 0.98
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.20 Sep 04 3.37 -1.86 -3.47
Simplified Permanent Portfolio The Lazy Team -0.21 Sep 04 3.12 -0.54 -3.21
Odd-Stats Strategy Aim Ways -0.21 Sep 04 2.14 -0.34 1.83
Golden Butterfly 2x Leveraged Tyler -0.23 Sep 04 3.59 -0.37 -3.76
Gold Pivot Ptf Aim Ways -0.33 Sep 04 4.18 -1.07 -3.40
Cape US Sector Value Robert Shiller -0.38 Sep 04 0.49 2.81 -0.48
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.46 Sep 04 5.62 -2.70 -9.76
US Stocks Minimum Volatility -0.59 Sep 04 3.67 5.42 4.55
Gold -0.83 Sep 04 9.93 -2.09 -15.57