Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 29 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 Mar 26
Ticker Asset Class Apr 26â–ľ Time(ET) 1M 3M 6M
QQQ
US Technology 14.62 Apr 29 -4.84 -5.93 -3.62
EEM
Emerging Markets 10.39 Apr 29 -9.25 3.80 7.87
SPY
US Large Cap 9.42 Apr 29 -4.94 -4.37 -1.82
VTI
US Total Stock Market 9.16 Apr 29 -5.00 -4.01 -1.66
CWB
US Convertible Bonds 9.11 Apr 29 -2.88 2.85 1.95
IJR
US Small Cap 8.38 Apr 29 -4.00 3.60 5.26
VT
World All Countries 7.68 Apr 29 -6.22 -1.71 1.42
DBC
Commodities 7.36 Apr 29 15.34 29.47 32.82
VNQ
US REITs 6.99 Apr 29 -6.31 1.31 -1.04
VPL
Pacific 6.76 Apr 29 -10.28 8.11 14.30
VGK
Europe 3.29 Apr 29 -8.16 -0.95 4.76
PFF
US Preferred Stocks 3.29 Apr 29 -3.37 -1.42 -1.65
EFA
EAFE Stocks 2.88 Apr 29 -7.83 1.15 5.91
EMB
Emerg. Market Bonds 2.17 Apr 29 -3.49 -1.61 1.15
HYG
US High Yield Bonds 1.20 Apr 29 -0.95 -0.35 0.87
TIP
US TIPS 0.93 Apr 29 -1.36 0.41 0.33
FLLA
Latin America 0.85 Apr 29 -2.95 17.39 25.38
BIL
US Cash 0.28 Apr 29 0.29 0.85 1.84
LQD
US Invest. Grade Bonds 0.17 Apr 29 -2.07 -0.38 -0.05
BND
US Total Bond Market 0.00 Apr 29 -1.74 0.05 0.95
BNDX
International Bonds -0.16 Apr 29 -2.14 -0.13 0.17
TLT
US Long Term Treasuries -0.75 Apr 29 -4.23 0.17 -0.87
GLD
Gold -2.99 Apr 29 -11.05 8.57 21.05
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 Apr 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.
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 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 15.72 Apr 29 -5.04 -4.04 -6.08
Technology 14.62 Apr 29 -4.84 -5.93 -3.62
Stocks/Bonds 80/20 Momentum 12.57 Apr 29 -4.38 -3.22 -4.77
Stocks/Bonds 60/40 2x Leveraged 11.10 Apr 29 -8.15 -6.62 -4.34
US Stocks ESG 11.01 Apr 29 -5.45 -6.94 -4.73
Talmud Portfolio 2x Leveraged Roger Gibson 10.63 Apr 29 -9.50 -3.27 -4.21
Emerging Markets Stocks 10.39 Apr 29 -9.25 3.80 7.87
Ark Tech Portfolio Cathie Wood 9.68 Apr 29 -7.92 -10.30 -14.95
Diavola Portfolio Davide Pisicchio 9.61 Apr 29 -4.57 -4.09 -1.85
Stocks/Bonds 60/40 Momentum 9.43 Apr 29 -3.71 -2.40 -3.41
US Stocks 9.16 Apr 29 -5.00 -4.01 -1.66
Dedalo Three Dedalo Invest 8.72 Apr 29 -5.38 -3.32 -0.73
Warren Buffett Portfolio Warren Buffett 8.52 Apr 29 -4.46 -4.28 -1.99
All Country World Stocks 7.68 Apr 29 -6.22 -1.71 1.42
Robust Alpha Architect 7.41 Apr 29 -1.63 3.84 4.53
Stocks/Bonds 80/20 7.33 Apr 29 -4.35 -3.20 -1.11
US Stocks Quality 7.27 Apr 29 -6.17 -3.22 -0.87
Edge Select Aggressive Merrill Lynch 7.23 Apr 29 -5.49 -1.35 1.40
Second Grader's Starter Paul Farrell 7.11 Apr 29 -5.67 -1.73 1.31
Stocks/Bonds 40/60 2x Leveraged 7.11 Apr 29 -7.07 -4.81 -3.03
Dedalo Four Dedalo Invest 6.93 Apr 29 -4.74 -2.66 -0.47
Simple Path to Wealth JL Collins 6.87 Apr 29 -4.18 -3.00 -0.97
Dedalo Eleven Dedalo Invest 6.77 Apr 29 -5.51 -1.49 1.38
Mid-Twenties Burton Malkiel 6.68 Apr 29 -6.04 -0.57 2.00
Robo Advisor 100 Value Tilt Betterment 6.67 Apr 29 -6.32 0.41 3.84
Stocks/Bonds 60/40 ESG 6.63 Apr 29 -3.98 -4.18 -2.45
Robo Advisor 90 Value Tilt Betterment 6.51 Apr 29 -6.15 0.77 4.35
Late Thirties to Early Forties Burton Malkiel 6.46 Apr 29 -5.91 -0.60 1.90
Pepperoni Portfolio Davide Pisicchio 6.45 Apr 29 -3.61 -2.46 -0.68
Stocks/Bonds 40/60 Momentum 6.29 Apr 29 -3.05 -1.58 -2.01
Four Funds Bogleheads 6.29 Apr 29 -5.31 -1.29 1.54
Core Four Rick Ferri 6.25 Apr 29 -5.26 -1.27 1.15
All Country World 80/20 6.20 Apr 29 -5.42 -1.42 1.33
Three Funds Bogleheads 6.19 Apr 29 -5.35 -1.32 1.59
Ultimate Buy and Hold Strategy Paul Merriman 6.17 Apr 29 -6.55 2.08 5.48
Sheltered Sam 100/0 Bill Bernstein 6.16 Apr 29 -5.91 1.86 5.88
LifeStrategy Growth Fund Vanguard 6.11 Apr 29 -5.44 -1.21 1.73
Perfect Portfolio Ben Stein 6.09 Apr 29 -4.64 1.07 4.08
Edge Select Moderately Aggressive Merrill Lynch 6.01 Apr 29 -4.80 -1.28 1.16
Mid-Fifties Burton Malkiel 6.01 Apr 29 -5.68 -0.56 1.70
Family Taxable Portfolio Ted Aronson 5.90 Apr 29 -5.51 1.40 3.91
Long Term Portfolio Ben Stein 5.90 Apr 29 -5.01 0.14 2.63
Robo Advisor 80 Value Tilt Betterment 5.83 Apr 29 -5.76 0.68 4.00
No Brainer Portfolio Bill Bernstein 5.82 Apr 29 -4.45 0.33 2.97
Five Asset Roger Gibson 5.77 Apr 29 -1.04 5.80 7.70
Ivy Portfolio Mebane Faber 5.74 Apr 29 0.87 7.89 9.41
Stocks/Bonds 60/40 with Bitcoin 5.65 Apr 29, 08:00PM -3.61 -2.79 -1.51
Sheltered Sam 90/10 Bill Bernstein 5.59 Apr 29 -5.44 1.70 5.40
Lazy Portfolio David Swensen 5.59 Apr 29 -4.95 -0.36 1.12
Golden Butterfly 2x Leveraged Tyler 5.57 Apr 29 -11.16 0.55 8.02
Stocks/Bonds 60/40 5.50 Apr 29 -3.69 -2.39 -0.57
Yale Endowment David Swensen 5.48 Apr 29 -5.05 -0.29 1.40
Jane Bryant Quinn Portfolio Jane Bryant Quinn 5.39 Apr 29 -4.93 -0.87 1.39
Talmud Portfolio Roger Gibson 5.39 Apr 29 -4.39 -0.88 -0.49
Gretchen Tai Portfolio Gretchen Tai 5.37 Apr 29 -5.61 0.24 3.16
Developed World ex-US Stocks Momentum 5.32 Apr 29 -8.90 0.10 3.92
Late Sixties and Beyond Burton Malkiel 5.24 Apr 29 -5.08 -0.50 1.37
Margaritaville Scott Burns 5.19 Apr 29 -4.91 -0.49 2.05
Gone Fishin' Portfolio Alexander Green 5.06 Apr 29 -5.81 1.43 5.42
Couch Potato Scott Burns 5.05 Apr 29 -3.18 -1.80 -0.60
Sheltered Sam 80/20 Bill Bernstein 5.02 Apr 29 -4.95 1.55 4.93
JP Morgan Balanced Portfolio JP Morgan 4.94 Apr 29 -3.29 1.21 3.41
Capricciosa Portfolio Davide Pisicchio 4.85 Apr 29 -3.86 -1.46 0.82
7Twelve Portfolio Craig Israelsen 4.82 Apr 29 0.70 7.06 8.47
All Country World 60/40 4.71 Apr 29 -4.62 -1.13 1.21
Developed World ex-US Stocks 4.68 Apr 29 -8.61 2.75 8.94
Edge Select Moderate Merrill Lynch 4.63 Apr 29 -4.06 -0.97 1.13
US Stocks Value 4.61 Apr 29 -4.59 0.10 3.24
LifeStrategy Moderate Growth Vanguard 4.57 Apr 29 -4.56 -0.91 1.53
Desert Portfolio 2x Leveraged Gyroscopic Investing 4.54 Apr 29 -8.82 -2.72 1.88
Golden Ratio Portfolio Frank Vasquez 4.52 Apr 29 -5.42 0.33 3.32
Simple and Cheap Time Money Inc 4.51 Apr 29 -4.56 -0.62 1.27
Ideal Index Frank Armstrong 4.47 Apr 29 -4.63 1.46 4.02
Five Fold Scott Burns 4.46 Apr 29 -4.66 -0.03 1.17
Sheltered Sam 70/30 Bill Bernstein 4.44 Apr 29 -4.46 1.40 4.45
Stocks/Bonds 40/60 ESG 4.44 Apr 29 -3.26 -2.80 -1.33
US Stocks Equal Weight 4.42 Apr 29 -5.97 0.62 2.01
Coward's Portfolio Bill Bernstein 4.40 Apr 29 -3.77 0.95 3.24
Pinwheel Tyler 4.37 Apr 29 -5.62 1.52 4.80
Tilt Toward Value Time Money Inc 4.36 Apr 29 -4.30 -0.15 1.68
Sandwich Portfolio Bob Clyatt 4.23 Apr 29 -4.21 -0.11 1.81
One-Decision Portfolio Marvin Appel 4.18 Apr 29 -2.97 0.00 0.78
Coffeehouse Bill Schultheis 4.17 Apr 29 -3.90 1.02 2.76
Dynamic 60/40 Income The Lazy Team 4.15 Apr 29 -3.27 -0.84 -0.37
Andrew Tobias Portfolio Andrew Tobias 4.04 Apr 29 -4.53 -0.87 1.97
Nano Portfolio John Wasik 3.99 Apr 29 -4.52 -0.22 1.06
Big Rocks Portfolio Larry Swedroe 3.93 Apr 29 -3.65 1.25 3.54
Sheltered Sam 60/40 Bill Bernstein 3.87 Apr 29 -3.96 1.24 3.96
Cape US Sector Value Robert Shiller 3.86 Apr 29 -7.33 -4.29 -4.53
Four Seasons Portfolio Davide Pisicchio 3.83 Apr 29 -4.05 -0.61 2.15
Four Square Scott Burns 3.83 Apr 29 -4.23 -0.37 1.66
Stocks/Bonds 40/60 with Bitcoin 3.81 Apr 29, 08:00PM -2.96 -1.97 -1.00
All Weather Portfolio 2x Leveraged Ray Dalio 3.81 Apr 29 -6.87 3.55 6.24
In Saecula Saeculorum Fulvio Marchese 3.79 Apr 29 -4.31 -1.01 1.87
Shield Strategy Aim Ways 3.79 Apr 29 -5.19 -0.30 3.67
Ultimate Buy&Hold FundAdvice 3.74 Apr 29 -4.49 1.26 3.68
Developed World ex-US 80/20 3.71 Apr 29 -7.42 2.18 7.35
Odd-Stats Strategy Aim Ways 3.70 Apr 29 -4.61 -0.54 1.45
Stocks/Bonds 40/60 3.67 Apr 29 -3.04 -1.57 -0.05
Robo Advisor 50 Value Tilt Betterment 3.62 Apr 29 -4.39 0.12 2.42
Global Market Portfolio Credit Suisse 3.48 Apr 29 -4.52 -0.35 1.10
Sheltered Sam 50/50 Bill Bernstein 3.29 Apr 29 -3.46 1.09 3.47
Lifepath Fund iShares 3.29 Apr 29 -3.44 -0.53 1.28
European Stocks 3.29 Apr 29 -8.16 -0.95 4.76
GAA Global Asset Allocation Mebane Faber 3.25 Apr 29 -3.44 2.10 4.36
Edge Select Moderately Conservative Merrill Lynch 3.25 Apr 29 -3.34 -0.78 0.95
Eliminate Fat Tails Larry Swedroe 3.24 Apr 29 -2.51 1.55 2.80
All Country World 40/60 3.23 Apr 29 -3.80 -0.84 1.08
Seven Value Scott Burns 3.22 Apr 29 -2.23 5.84 7.34
Dynamic 40/60 Income The Lazy Team 3.18 Apr 29 -2.66 -1.43 0.05
Stocks/Bonds 20/80 Momentum 3.14 Apr 29 -2.39 -0.77 -0.56
Developed World ex-US 60/40 Momentum 3.13 Apr 29 -6.31 0.01 2.61
Six Ways from Sunday Scott Burns 3.11 Apr 29 -1.79 6.29 7.52
Simple Money Portfolio Tim Maurer 3.06 Apr 29 -4.27 1.25 4.28
Weird Portfolio Value Stock Geek 3.06 Apr 29 -6.83 3.11 6.71
LifeStrategy Conservative Growth Vanguard 3.03 Apr 29 -3.67 -0.60 1.29
Marc Faber Portfolio Marc Faber 3.02 Apr 29 -6.71 2.23 6.53
Golden Butterfly with Bitcoin Tyler 2.95 Apr 29, 08:00PM -4.81 1.26 4.55
All Weather Portfolio with Bitcoin Ray Dalio 2.95 Apr 29, 08:00PM -3.11 0.89 2.05
Rob Arnott Portfolio Rob Arnott 2.94 Apr 29 -1.71 2.78 3.68
Aggressive Global Income The Lazy Team 2.90 Apr 29 -3.73 3.90 6.52
Margherita Portfolio Davide Pisicchio 2.90 Apr 29 -3.70 -0.21 2.44
All Weather Portfolio Ray Dalio 2.75 Apr 29 -3.08 1.71 3.58
Developed World ex-US 60/40 2.74 Apr 29 -6.17 1.60 5.69
Sheltered Sam 40/60 Bill Bernstein 2.72 Apr 29 -2.94 0.94 2.97
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 2.69 Apr 29 -11.70 -0.48 8.06
Golden Butterfly Tyler 2.65 Apr 29 -5.05 1.87 5.97
Desert Portfolio with Bitcoin Gyroscopic Investing 2.65 Apr 29, 08:00PM -3.39 -0.99 1.05
Ulcer Free Strategy Aim Ways 2.47 Apr 29 -3.83 0.72 3.01
Desert Portfolio Gyroscopic Investing 2.35 Apr 29 -3.65 -0.38 2.47
PISI Portfolio Davide Pisicchio 2.30 Apr 29 -4.11 -0.45 2.24
Aim comfortable trip Aim Ways 2.22 Apr 29 -4.64 1.53 5.71
Sheltered Sam 30/70 Bill Bernstein 2.14 Apr 29 -2.43 0.78 2.47
Larry Portfolio Larry Swedroe 2.13 Apr 29 -2.98 0.96 2.79
Developed World ex-US 40/60 Momentum 2.03 Apr 29 -4.96 -0.03 1.87
Dimensional Retirement Income Fund DFA 1.96 Apr 29 -2.01 0.13 1.18
Stocks/Bonds 20/80 1.83 Apr 29 -2.39 -0.76 0.46
Developed World ex-US 40/60 1.78 Apr 29 -4.88 1.03 3.94
All Country World 20/80 1.75 Apr 29 -2.98 -0.55 0.92
Permanent Portfolio with Bitcoin Harry Browne 1.72 Apr 29, 08:00PM -5.06 0.78 4.22
Edge Select Conservative Merrill Lynch 1.60 Apr 29 -2.16 0.14 1.56
Sheltered Sam 20/80 Bill Bernstein 1.57 Apr 29 -1.90 0.63 1.96
Robo Advisor 20 Value Tilt Betterment 1.52 Apr 29 -2.23 0.16 1.76
Gold Pivot Ptf Aim Ways 1.50 Apr 29 -5.96 1.82 7.22
LifeStrategy Income Fund Vanguard 1.49 Apr 29 -2.77 -0.30 1.02
Paul Boyer Portfolio Paul Boyer 1.43 Apr 29 -5.89 3.18 7.60
Permanent Portfolio Harry Browne 1.43 Apr 29 -5.30 1.40 5.62
Simplified Permanent Portfolio The Lazy Team 1.37 Apr 29 -5.45 1.07 5.68
High Yield Bonds Income The Lazy Team 1.26 Apr 29 -2.13 -0.78 0.41
US Stocks Minimum Volatility 1.23 Apr 29 -4.79 -1.10 -1.72
Sheltered Sam 10/90 Bill Bernstein 1.00 Apr 29 -1.37 0.48 1.45
US Inflation Protection 0.93 Apr 29 -1.36 0.41 0.33
Developed World ex-US 20/80 0.81 Apr 29 -3.54 0.45 2.11
Robo Advisor 10 Value Tilt Betterment 0.80 Apr 29 -1.39 0.20 1.55
Conservative Income Charles Schwab 0.66 Apr 29 -1.38 0.34 0.92
Sheltered Sam 0/100 Bill Bernstein 0.42 Apr 29 -0.83 0.32 0.93
US Cash 0.28 Apr 29 0.29 0.85 1.84
All Country World Bonds 0.27 Apr 29 -2.14 -0.26 0.73
Short Term Treasury 0.08 Apr 29 -0.47 0.27 1.34
Robo Advisor 0 Betterment 0.08 Apr 29 -0.53 0.24 1.34
Total Bond US 0.00 Apr 29 -1.74 0.05 0.95
Total Bond Developed World ex-US -0.16 Apr 29 -2.14 -0.13 0.17
10-year Treasury -0.34 Apr 29 -2.32 -0.14 0.79
Berkshire Hathaway Warren Buffett -0.72 Apr 29 -5.13 -4.86 -4.78
Cockroach Portfolio Tony Dong -1.04 Apr 29 -6.76 3.58 8.65
Gold -2.99 Apr 29 -11.05 8.57 21.05