Assets and Lazy Portfolios Short Term Returns

Last Update - Oct 14 2025 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 Sep 25
Ticker Asset Class Oct 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 7.12 Oct 14 11.76 16.61 23.37
CWB
US Convertible Bonds 2.75 Oct 14 5.07 9.95 19.22
TLT
US Long Term Treasuries 2.02 Oct 14 3.59 2.42 0.39
LQD
US Invest. Grade Bonds 0.93 Oct 14 1.88 2.85 4.92
BND
US Total Bond Market 0.83 Oct 14 1.11 2.00 3.26
BNDX
International Bonds 0.72 Oct 14 0.53 0.55 2.63
TIP
US TIPS 0.58 Oct 14 0.42 2.05 2.49
EMB
Emerg. Market Bonds 0.47 Oct 14 1.57 4.10 7.87
VGK
Europe 0.30 Oct 14 1.92 3.24 15.63
BIL
US Cash 0.15 Oct 14 0.33 1.06 2.11
EFA
EAFE Stocks 0.03 Oct 14 2.07 4.45 16.22
VPL
Pacific -0.11 Oct 14 2.81 7.62 22.33
PFF
US Preferred Stocks -0.16 Oct 14 1.03 4.73 6.37
HYG
US High Yield Bonds -0.33 Oct 14 0.89 2.14 5.97
QQQ
US Technology -0.39 Oct 14 5.38 8.96 28.32
VT
World All Countries -0.40 Oct 14 3.37 7.59 19.83
IJR
US Small Cap -0.40 Oct 14 1.05 9.14 14.48
VTI
US Total Stock Market -0.41 Oct 14 3.42 8.28 20.10
SPY
US Large Cap -0.59 Oct 14 3.56 8.12 19.77
EEM
Emerging Markets -0.81 Oct 14 7.10 10.70 23.38
DBC
Commodities -1.91 Oct 14 1.44 3.30 0.13
VNQ
US REITs -1.99 Oct 14 0.06 3.63 2.94
FLLA
Latin America -5.08 Oct 14 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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Sep 25
Portfolio Author Oct 25â–ľ Time(ET) 1M 3M 6M
Gold 7.12 Oct 14 11.76 16.61 23.37
Ark Tech Portfolio Cathie Wood 4.33 Oct 14 13.20 20.17 66.77
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 4.15 Oct 14 9.25 14.90 22.68
Cockroach Portfolio Tony Dong 3.31 Oct 14 3.62 5.88 6.85
Golden Butterfly 2x Leveraged Tyler 3.09 Oct 14 7.92 15.08 22.61
Gold Pivot Ptf Aim Ways 2.51 Oct 14 5.76 8.27 14.54
Paul Boyer Portfolio Paul Boyer 2.23 Oct 14 5.40 8.03 11.65
Permanent Portfolio Harry Browne 2.22 Oct 14 5.20 7.61 11.78
Simplified Permanent Portfolio The Lazy Team 2.22 Oct 14 4.53 7.52 12.67
Desert Portfolio 2x Leveraged Gyroscopic Investing 2.13 Oct 14 5.63 10.08 17.27
All Weather Portfolio 2x Leveraged Ray Dalio 2.01 Oct 14 7.05 10.22 11.83
Permanent Portfolio with Bitcoin Harry Browne 1.98 Oct 14, 09:59PM 5.05 7.38 11.96
Ulcer Free Strategy Aim Ways 1.77 Oct 14 3.42 5.47 10.61
Golden Butterfly Tyler 1.72 Oct 14 4.49 8.32 12.27
Shield Strategy Aim Ways 1.54 Oct 14 4.79 7.74 14.99
Golden Butterfly with Bitcoin Tyler 1.48 Oct 14, 09:59PM 4.33 8.08 12.46
Marc Faber Portfolio Marc Faber 1.40 Oct 14 4.60 7.96 12.91
PISI Portfolio Davide Pisicchio 1.23 Oct 14 2.93 5.50 10.38
Golden Ratio Portfolio Frank Vasquez 1.21 Oct 14 4.45 8.41 13.28
All Weather Portfolio Ray Dalio 1.19 Oct 14 3.62 5.33 8.23
Aim comfortable trip Aim Ways 1.19 Oct 14 3.24 6.33 11.89
Weird Portfolio Value Stock Geek 1.15 Oct 14 3.97 8.20 13.02
Margherita Portfolio Davide Pisicchio 1.13 Oct 14 2.87 5.68 10.99
10-year Treasury 1.09 Oct 14 0.65 1.70 3.13
Desert Portfolio Gyroscopic Investing 1.04 Oct 14 2.52 5.13 10.12
All Weather Portfolio with Bitcoin Ray Dalio 1.04 Oct 14, 09:59PM 3.58 5.24 8.65
Four Seasons Portfolio Davide Pisicchio 1.01 Oct 14 3.19 6.37 12.66
In Saecula Saeculorum Fulvio Marchese 0.93 Oct 14 3.36 6.48 12.89
Total Bond US 0.83 Oct 14 1.11 2.00 3.26
Desert Portfolio with Bitcoin Gyroscopic Investing 0.80 Oct 14, 09:59PM 2.36 4.89 10.30
Odd-Stats Strategy Aim Ways 0.74 Oct 14 3.07 5.01 10.23
All Country World Bonds 0.74 Oct 14 0.98 1.82 3.74
Total Bond Developed World ex-US 0.72 Oct 14 0.53 0.55 2.63
GAA Global Asset Allocation Mebane Faber 0.62 Oct 14 3.01 5.12 10.18
Developed World ex-US 20/80 0.60 Oct 14 1.00 1.70 6.17
Capricciosa Portfolio Davide Pisicchio 0.59 Oct 14 2.83 6.17 13.27
Stocks/Bonds 20/80 0.58 Oct 14 1.59 3.27 6.42
US Inflation Protection 0.58 Oct 14 0.42 2.05 2.49
LifeStrategy Income Fund Vanguard 0.58 Oct 14 1.47 2.84 6.33
Stocks/Bonds 40/60 2x Leveraged 0.55 Oct 14 3.32 7.39 15.37
All Country World 20/80 0.51 Oct 14 1.50 3.04 6.89
Stocks/Bonds 20/80 Momentum 0.48 Oct 14 2.06 3.09 7.91
Developed World ex-US 40/60 0.47 Oct 14 1.43 2.78 9.60
Sheltered Sam 0/100 Bill Bernstein 0.47 Oct 14 0.34 1.48 2.34
Robo Advisor 0 Betterment 0.42 Oct 14 0.28 1.12 2.35
Sheltered Sam 10/90 Bill Bernstein 0.40 Oct 14 0.60 2.13 3.55
Short Term Treasury 0.39 Oct 14 0.29 1.08 2.24
Conservative Income Charles Schwab 0.39 Oct 14 0.69 1.80 2.97
Robo Advisor 10 Value Tilt Betterment 0.37 Oct 14 0.71 1.90 4.08
LifeStrategy Conservative Growth Vanguard 0.36 Oct 14 1.99 4.08 9.61
Global Market Portfolio Credit Suisse 0.36 Oct 14 2.69 4.57 9.67
Pinwheel Tyler 0.35 Oct 14 3.17 6.81 12.79
Developed World ex-US 60/40 0.35 Oct 14 1.83 3.79 12.95
Edge Select Conservative Merrill Lynch 0.35 Oct 14 1.26 2.83 6.02
Stocks/Bonds 40/60 0.34 Oct 14 2.06 4.53 9.68
Robo Advisor 20 Value Tilt Betterment 0.33 Oct 14 1.12 2.68 5.80
Sheltered Sam 20/80 Bill Bernstein 0.33 Oct 14 0.85 2.78 4.77
Lifepath Fund iShares 0.31 Oct 14 1.94 4.37 9.46
European Stocks 0.30 Oct 14 1.92 3.24 15.63
All Country World 40/60 0.28 Oct 14 1.99 4.22 10.07
Larry Portfolio Larry Swedroe 0.27 Oct 14 1.01 3.87 7.69
Edge Select Moderately Conservative Merrill Lynch 0.26 Oct 14 2.06 4.24 9.69
Sheltered Sam 30/70 Bill Bernstein 0.25 Oct 14 1.09 3.43 5.99
Gone Fishin' Portfolio Alexander Green 0.25 Oct 14 2.94 6.65 14.08
Dimensional Retirement Income Fund DFA 0.23 Oct 14 0.28 2.25 5.12
Stocks/Bonds 40/60 with Bitcoin 0.23 Oct 14, 09:59PM 2.13 4.56 10.16
Stocks/Bonds 40/60 ESG 0.23 Oct 14 1.83 4.44 10.15
High Yield Bonds Income The Lazy Team 0.22 Oct 14 1.70 3.12 6.34
Developed World ex-US 80/20 0.22 Oct 14 2.21 4.73 16.21
Four Square Scott Burns 0.19 Oct 14 2.02 4.50 11.00
Sheltered Sam 40/60 Bill Bernstein 0.18 Oct 14 1.34 4.07 7.22
US Cash 0.15 Oct 14 0.33 1.06 2.11
Robo Advisor 50 Value Tilt Betterment 0.15 Oct 14 2.21 4.79 10.70
Pepperoni Portfolio Davide Pisicchio 0.14 Oct 14 2.60 5.99 14.51
LifeStrategy Moderate Growth Vanguard 0.14 Oct 14 2.48 5.29 12.93
Stocks/Bonds 40/60 Momentum 0.14 Oct 14 2.98 4.12 12.65
Rob Arnott Portfolio Rob Arnott 0.13 Oct 14 1.76 3.38 5.99
Sheltered Sam 50/50 Bill Bernstein 0.11 Oct 14 1.58 4.71 8.46
Developed World ex-US Stocks 0.10 Oct 14 2.55 5.61 19.39
Stocks/Bonds 60/40 0.09 Oct 14 2.52 5.79 13.05
Couch Potato Scott Burns 0.09 Oct 14 1.95 5.18 10.89
Edge Select Moderate Merrill Lynch 0.08 Oct 14 2.55 5.33 12.39
Eliminate Fat Tails Larry Swedroe 0.08 Oct 14 1.61 4.14 7.21
Developed World ex-US 40/60 Momentum 0.07 Oct 14 1.59 2.45 10.41
All Country World 60/40 0.06 Oct 14 2.47 5.37 13.29
Sheltered Sam 60/40 Bill Bernstein 0.04 Oct 14 1.82 5.34 9.69
Family Taxable Portfolio Ted Aronson 0.01 Oct 14 2.67 6.49 14.01
Margaritaville Scott Burns 0.01 Oct 14 2.48 5.75 13.79
Andrew Tobias Portfolio Andrew Tobias 0.01 Oct 14 1.96 4.63 12.77
Dynamic 40/60 Income The Lazy Team -0.01 Oct 14 1.46 4.08 8.37
Simple Money Portfolio Tim Maurer -0.01 Oct 14 1.13 4.97 11.61
Stocks/Bonds 60/40 with Bitcoin -0.02 Oct 14, 09:59PM 2.59 5.81 13.54
Simple and Cheap Time Money Inc -0.03 Oct 14 2.16 4.92 11.26
Sheltered Sam 70/30 Bill Bernstein -0.03 Oct 14 2.05 5.97 10.94
Tilt Toward Value Time Money Inc -0.04 Oct 14 2.00 5.00 10.46
Coffeehouse Bill Schultheis -0.04 Oct 14 1.66 5.27 9.18
Gretchen Tai Portfolio Gretchen Tai -0.06 Oct 14 2.75 5.85 14.35
Sandwich Portfolio Bob Clyatt -0.07 Oct 14 1.73 4.76 11.39
Stocks/Bonds 60/40 ESG -0.08 Oct 14 2.44 5.73 13.80
Three Funds Bogleheads -0.08 Oct 14 2.99 6.57 16.31
LifeStrategy Growth Fund Vanguard -0.08 Oct 14 2.96 6.46 16.28
Simple Path to Wealth JL Collins -0.10 Oct 14 2.86 6.72 15.64
Four Funds Bogleheads -0.10 Oct 14 2.92 6.57 16.21
Sheltered Sam 80/20 Bill Bernstein -0.10 Oct 14 2.28 6.60 12.19
Edge Select Moderately Aggressive Merrill Lynch -0.12 Oct 14 3.04 6.29 15.12
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.12 Oct 14 2.18 5.42 12.93
Stocks/Bonds 60/40 2x Leveraged -0.12 Oct 14 4.47 9.90 21.78
Dedalo Eleven Dedalo Invest -0.13 Oct 14 3.14 6.59 16.52
Robo Advisor 80 Value Tilt Betterment -0.14 Oct 14 2.97 6.64 15.41
Coward's Portfolio Bill Bernstein -0.14 Oct 14 1.74 5.13 10.15
Stocks/Bonds 80/20 -0.16 Oct 14 2.98 7.04 16.52
No Brainer Portfolio Bill Bernstein -0.17 Oct 14 2.15 6.26 14.02
All Country World 80/20 -0.17 Oct 14 2.93 6.50 16.54
Sheltered Sam 90/10 Bill Bernstein -0.18 Oct 14 2.51 7.22 13.44
Dedalo Four Dedalo Invest -0.18 Oct 14 2.87 6.61 16.43
Nano Portfolio John Wasik -0.19 Oct 14 1.45 4.10 8.89
Ideal Index Frank Armstrong -0.20 Oct 14 1.84 5.27 11.18
Second Grader's Starter Paul Farrell -0.20 Oct 14 3.20 7.17 18.03
Stocks/Bonds 60/40 Momentum -0.21 Oct 14 3.85 5.11 17.48
Core Four Rick Ferri -0.22 Oct 14 2.73 6.30 14.96
Big Rocks Portfolio Larry Swedroe -0.24 Oct 14 1.40 5.10 10.01
Ultimate Buy&Hold FundAdvice -0.24 Oct 14 1.48 5.09 11.24
Five Fold Scott Burns -0.25 Oct 14 1.64 4.33 9.37
Sheltered Sam 100/0 Bill Bernstein -0.25 Oct 14 2.73 7.84 14.70
Robo Advisor 90 Value Tilt Betterment -0.25 Oct 14 3.19 7.20 16.86
Developed World ex-US 60/40 Momentum -0.25 Oct 14 2.05 3.29 14.14
Late Sixties and Beyond Burton Malkiel -0.27 Oct 14 2.48 5.48 11.73
Edge Select Aggressive Merrill Lynch -0.28 Oct 14 3.42 7.15 17.50
Diavola Portfolio Davide Pisicchio -0.30 Oct 14 3.61 7.76 20.23
Mid-Fifties Burton Malkiel -0.33 Oct 14 2.90 6.17 13.86
One-Decision Portfolio Marvin Appel -0.33 Oct 14 1.37 4.36 7.38
Yale Endowment David Swensen -0.35 Oct 14 1.93 5.14 11.35
Late Thirties to Early Forties Burton Malkiel -0.36 Oct 14 3.13 6.54 15.16
Robo Advisor 100 Value Tilt Betterment -0.37 Oct 14 3.26 7.40 17.36
US Stocks Value -0.38 Oct 14 1.59 6.13 9.33
Lazy Portfolio David Swensen -0.38 Oct 14 2.07 5.32 11.30
Technology -0.39 Oct 14 5.38 8.96 28.32
Mid-Twenties Burton Malkiel -0.40 Oct 14 3.22 6.69 15.66
All Country World Stocks -0.40 Oct 14 3.37 7.59 19.83
Dedalo Three Dedalo Invest -0.41 Oct 14 3.41 8.06 20.01
US Stocks -0.41 Oct 14 3.42 8.28 20.10
Long Term Portfolio Ben Stein -0.42 Oct 14 2.44 6.16 13.71
Aggressive Global Income The Lazy Team -0.42 Oct 14 0.59 4.24 10.22
Warren Buffett Portfolio Warren Buffett -0.43 Oct 14 3.24 7.51 18.53
Perfect Portfolio Ben Stein -0.46 Oct 14 2.90 6.36 14.99
US Stocks Minimum Volatility -0.46 Oct 14 1.32 1.75 2.33
7Twelve Portfolio Craig Israelsen -0.49 Oct 14 1.58 4.60 8.61
Dynamic 60/40 Income The Lazy Team -0.50 Oct 14 1.16 3.98 7.36
Talmud Portfolio Roger Gibson -0.52 Oct 14 1.56 4.66 8.48
Stocks/Bonds 80/20 Momentum -0.56 Oct 14 4.68 6.06 22.41
US Stocks Equal Weight -0.65 Oct 14 1.01 4.83 10.43
Seven Value Scott Burns -0.68 Oct 14 1.47 4.85 7.50
US Stocks ESG -0.68 Oct 14 3.63 8.29 21.51
Robust Alpha Architect -0.72 Oct 14 2.33 5.50 13.90
Five Asset Roger Gibson -0.73 Oct 14 1.92 4.77 8.93
Ultimate Buy and Hold Strategy Paul Merriman -0.73 Oct 14 2.25 7.31 16.84
Ivy Portfolio Mebane Faber -0.73 Oct 14 1.84 5.03 9.12
US Stocks Quality -0.76 Oct 14 3.19 6.65 14.34
Six Ways from Sunday Scott Burns -0.76 Oct 14 1.32 4.64 7.21
Emerging Markets Stocks -0.81 Oct 14 7.10 10.70 23.38
Developed World ex-US Stocks Momentum -0.90 Oct 14 2.88 4.79 21.32
US Stocks Momentum -0.91 Oct 14 5.47 6.97 27.44
Talmud Portfolio 2x Leveraged Roger Gibson -1.27 Oct 14 2.68 6.80 11.94
Cape US Sector Value Robert Shiller -1.28 Oct 14 0.47 2.76 7.85
Berkshire Hathaway Warren Buffett -1.42 Oct 14 -0.14 3.49 -5.54