Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 23 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 13.55 Apr 23 -4.84 -5.93 -3.62
CWB
US Convertible Bonds 10.79 Apr 23 -2.88 2.85 1.95
EEM
Emerging Markets 10.72 Apr 23 -9.25 3.80 7.87
VTI
US Total Stock Market 9.42 Apr 23 -5.00 -4.01 -1.66
SPY
US Large Cap 9.35 Apr 23 -4.94 -4.37 -1.82
IJR
US Small Cap 9.25 Apr 23 -4.00 3.60 5.26
VT
World All Countries 8.34 Apr 23 -6.22 -1.71 1.42
VPL
Pacific 7.58 Apr 23 -10.28 8.11 14.30
VNQ
US REITs 7.47 Apr 23 -6.31 1.31 -1.04
FLLA
Latin America 5.69 Apr 23 -2.95 17.39 25.38
VGK
Europe 5.58 Apr 23 -8.16 -0.95 4.76
EFA
EAFE Stocks 4.86 Apr 23 -7.83 1.15 5.91
PFF
US Preferred Stocks 4.56 Apr 23 -3.37 -1.42 -1.65
EMB
Emerg. Market Bonds 3.03 Apr 23 -3.49 -1.61 1.15
DBC
Commodities 2.66 Apr 23 15.34 29.47 32.82
HYG
US High Yield Bonds 1.64 Apr 23 -0.95 -0.35 0.87
LQD
US Invest. Grade Bonds 1.19 Apr 23 -2.07 -0.38 -0.05
TIP
US TIPS 1.05 Apr 23 -1.36 0.41 0.33
GLD
Gold 0.72 Apr 23 -11.05 8.57 21.05
BND
US Total Bond Market 0.66 Apr 23 -1.74 0.05 0.95
TLT
US Long Term Treasuries 0.65 Apr 23 -4.23 0.17 -0.87
BNDX
International Bonds 0.45 Apr 23 -2.14 -0.13 0.17
BIL
US Cash 0.23 Apr 23 0.29 0.85 1.84
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 26
Portfolio Author Apr 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 15.73 Apr 23 -5.04 -4.04 -6.08
Ark Tech Portfolio Cathie Wood 14.62 Apr 23 -7.92 -10.30 -14.95
Technology 13.55 Apr 23 -4.84 -5.93 -3.62
Stocks/Bonds 80/20 Momentum 12.72 Apr 23 -4.38 -3.22 -4.77
Stocks/Bonds 60/40 2x Leveraged 11.70 Apr 23 -8.15 -6.62 -4.34
US Stocks ESG 11.04 Apr 23 -5.45 -6.94 -4.73
Talmud Portfolio 2x Leveraged Roger Gibson 10.79 Apr 23 -9.50 -3.27 -4.21
Emerging Markets Stocks 10.72 Apr 23 -9.25 3.80 7.87
Stocks/Bonds 60/40 Momentum 9.70 Apr 23 -3.71 -2.40 -3.41
Diavola Portfolio Davide Pisicchio 9.55 Apr 23 -4.57 -4.09 -1.85
US Stocks 9.42 Apr 23 -5.00 -4.01 -1.66
Dedalo Three Dedalo Invest 9.10 Apr 23 -5.38 -3.32 -0.73
Warren Buffett Portfolio Warren Buffett 8.54 Apr 23 -4.46 -4.28 -1.99
All Country World Stocks 8.34 Apr 23 -6.22 -1.71 1.42
Stocks/Bonds 40/60 2x Leveraged 8.02 Apr 23 -7.07 -4.81 -3.03
Golden Butterfly 2x Leveraged Tyler 7.93 Apr 23 -11.16 0.55 8.02
Second Grader's Starter Paul Farrell 7.70 Apr 23 -5.67 -1.73 1.31
Edge Select Aggressive Merrill Lynch 7.68 Apr 23 -5.49 -1.35 1.40
Stocks/Bonds 80/20 7.67 Apr 23 -4.35 -3.20 -1.11
US Stocks Quality 7.57 Apr 23 -6.17 -3.22 -0.87
Robo Advisor 100 Value Tilt Betterment 7.47 Apr 23 -6.32 0.41 3.84
Developed World ex-US Stocks Momentum 7.39 Apr 23 -8.90 0.10 3.92
Mid-Twenties Burton Malkiel 7.38 Apr 23 -6.04 -0.57 2.00
Dedalo Eleven Dedalo Invest 7.36 Apr 23 -5.51 -1.49 1.38
Dedalo Four Dedalo Invest 7.36 Apr 23 -4.74 -2.66 -0.47
Simple Path to Wealth JL Collins 7.23 Apr 23 -4.18 -3.00 -0.97
Robo Advisor 90 Value Tilt Betterment 7.21 Apr 23 -6.15 0.77 4.35
Late Thirties to Early Forties Burton Malkiel 7.17 Apr 23 -5.91 -0.60 1.90
Robust Alpha Architect 7.17 Apr 23 -1.63 3.84 4.53
Ultimate Buy and Hold Strategy Paul Merriman 7.01 Apr 23 -6.55 2.08 5.48
Stocks/Bonds 60/40 ESG 6.91 Apr 23 -3.98 -4.18 -2.45
Four Funds Bogleheads 6.86 Apr 23 -5.31 -1.29 1.54
All Country World 80/20 6.86 Apr 23 -5.42 -1.42 1.33
Core Four Rick Ferri 6.83 Apr 23 -5.26 -1.27 1.15
Three Funds Bogleheads 6.82 Apr 23 -5.35 -1.32 1.59
Sheltered Sam 100/0 Bill Bernstein 6.80 Apr 23 -5.91 1.86 5.88
LifeStrategy Growth Fund Vanguard 6.75 Apr 23 -5.44 -1.21 1.73
Mid-Fifties Burton Malkiel 6.74 Apr 23 -5.68 -0.56 1.70
Pepperoni Portfolio Davide Pisicchio 6.72 Apr 23 -3.61 -2.46 -0.68
Stocks/Bonds 40/60 Momentum 6.69 Apr 23 -3.05 -1.58 -2.01
Family Taxable Portfolio Ted Aronson 6.55 Apr 23 -5.51 1.40 3.91
Robo Advisor 80 Value Tilt Betterment 6.53 Apr 23 -5.76 0.68 4.00
Edge Select Moderately Aggressive Merrill Lynch 6.49 Apr 23 -4.80 -1.28 1.16
Long Term Portfolio Ben Stein 6.48 Apr 23 -5.01 0.14 2.63
No Brainer Portfolio Bill Bernstein 6.38 Apr 23 -4.45 0.33 2.97
Perfect Portfolio Ben Stein 6.35 Apr 23 -4.64 1.07 4.08
Developed World ex-US Stocks 6.35 Apr 23 -8.61 2.75 8.94
Desert Portfolio 2x Leveraged Gyroscopic Investing 6.20 Apr 23 -8.82 -2.72 1.88
Sheltered Sam 90/10 Bill Bernstein 6.18 Apr 23 -5.44 1.70 5.40
Gretchen Tai Portfolio Gretchen Tai 6.14 Apr 23 -5.61 0.24 3.16
Stocks/Bonds 60/40 with Bitcoin 6.12 Apr 23 -3.61 -2.79 -1.51
Lazy Portfolio David Swensen 6.05 Apr 23 -4.95 -0.36 1.12
Jane Bryant Quinn Portfolio Jane Bryant Quinn 6.02 Apr 23 -4.93 -0.87 1.39
Yale Endowment David Swensen 6.02 Apr 23 -5.05 -0.29 1.40
Late Sixties and Beyond Burton Malkiel 5.96 Apr 23 -5.08 -0.50 1.37
Gone Fishin' Portfolio Alexander Green 5.93 Apr 23 -5.81 1.43 5.42
Stocks/Bonds 60/40 5.92 Apr 23 -3.69 -2.39 -0.57
Talmud Portfolio Roger Gibson 5.85 Apr 23 -4.39 -0.88 -0.49
Margaritaville Scott Burns 5.73 Apr 23 -4.91 -0.49 2.05
European Stocks 5.58 Apr 23 -8.16 -0.95 4.76
Golden Ratio Portfolio Frank Vasquez 5.58 Apr 23 -5.42 0.33 3.32
Sheltered Sam 80/20 Bill Bernstein 5.55 Apr 23 -4.95 1.55 4.93
US Stocks Equal Weight 5.54 Apr 23 -5.97 0.62 2.01
Cape US Sector Value Robert Shiller 5.47 Apr 23 -7.33 -4.29 -4.53
Capricciosa Portfolio Davide Pisicchio 5.46 Apr 23 -3.86 -1.46 0.82
All Country World 60/40 5.38 Apr 23 -4.62 -1.13 1.21
Five Asset Roger Gibson 5.35 Apr 23 -1.04 5.80 7.70
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 5.31 Apr 23 -11.70 -0.48 8.06
Pinwheel Tyler 5.30 Apr 23 -5.62 1.52 4.80
JP Morgan Balanced Portfolio JP Morgan 5.29 Apr 23 -3.29 1.21 3.41
Couch Potato Scott Burns 5.24 Apr 23 -3.18 -1.80 -0.60
All Weather Portfolio 2x Leveraged Ray Dalio 5.23 Apr 23 -6.87 3.55 6.24
LifeStrategy Moderate Growth Vanguard 5.21 Apr 23 -4.56 -0.91 1.53
Edge Select Moderate Merrill Lynch 5.17 Apr 23 -4.06 -0.97 1.13
Developed World ex-US 80/20 5.17 Apr 23 -7.42 2.18 7.35
Simple and Cheap Time Money Inc 5.14 Apr 23 -4.56 -0.62 1.27
Ideal Index Frank Armstrong 5.09 Apr 23 -4.63 1.46 4.02
Five Fold Scott Burns 5.00 Apr 23 -4.66 -0.03 1.17
Tilt Toward Value Time Money Inc 4.95 Apr 23 -4.30 -0.15 1.68
Sheltered Sam 70/30 Bill Bernstein 4.93 Apr 23 -4.46 1.40 4.45
Ivy Portfolio Mebane Faber 4.91 Apr 23 0.87 7.89 9.41
Stocks/Bonds 40/60 ESG 4.84 Apr 23 -3.26 -2.80 -1.33
Andrew Tobias Portfolio Andrew Tobias 4.84 Apr 23 -4.53 -0.87 1.97
Coward's Portfolio Bill Bernstein 4.77 Apr 23 -3.77 0.95 3.24
Coffeehouse Bill Schultheis 4.77 Apr 23 -3.90 1.02 2.76
Sandwich Portfolio Bob Clyatt 4.76 Apr 23 -4.21 -0.11 1.81
US Stocks Value 4.75 Apr 23 -4.59 0.10 3.24
Nano Portfolio John Wasik 4.69 Apr 23 -4.52 -0.22 1.06
Dynamic 60/40 Income The Lazy Team 4.67 Apr 23 -3.27 -0.84 -0.37
Shield Strategy Aim Ways 4.66 Apr 23 -5.19 -0.30 3.67
Developed World ex-US 60/40 Momentum 4.62 Apr 23 -6.31 0.01 2.61
Four Seasons Portfolio Davide Pisicchio 4.61 Apr 23 -4.05 -0.61 2.15
In Saecula Saeculorum Fulvio Marchese 4.60 Apr 23 -4.31 -1.01 1.87
Weird Portfolio Value Stock Geek 4.55 Apr 23 -6.83 3.11 6.71
One-Decision Portfolio Marvin Appel 4.49 Apr 23 -2.97 0.00 0.78
Big Rocks Portfolio Larry Swedroe 4.39 Apr 23 -3.65 1.25 3.54
Ultimate Buy&Hold FundAdvice 4.38 Apr 23 -4.49 1.26 3.68
Four Square Scott Burns 4.38 Apr 23 -4.23 -0.37 1.66
Marc Faber Portfolio Marc Faber 4.38 Apr 23 -6.71 2.23 6.53
Stocks/Bonds 40/60 with Bitcoin 4.37 Apr 23 -2.96 -1.97 -1.00
Robo Advisor 50 Value Tilt Betterment 4.33 Apr 23 -4.39 0.12 2.42
Sheltered Sam 60/40 Bill Bernstein 4.31 Apr 23 -3.96 1.24 3.96
7Twelve Portfolio Craig Israelsen 4.24 Apr 23 0.70 7.06 8.47
Global Market Portfolio Credit Suisse 4.22 Apr 23 -4.52 -0.35 1.10
Odd-Stats Strategy Aim Ways 4.21 Apr 23 -4.61 -0.54 1.45
Stocks/Bonds 40/60 4.17 Apr 23 -3.04 -1.57 -0.05
Golden Butterfly with Bitcoin Tyler 4.13 Apr 23 -4.81 1.26 4.55
Developed World ex-US 60/40 3.99 Apr 23 -6.17 1.60 5.69
All Country World 40/60 3.90 Apr 23 -3.80 -0.84 1.08
Aggressive Global Income The Lazy Team 3.84 Apr 23 -3.73 3.90 6.52
GAA Global Asset Allocation Mebane Faber 3.84 Apr 23 -3.44 2.10 4.36
Lifepath Fund iShares 3.84 Apr 23 -3.44 -0.53 1.28
Golden Butterfly Tyler 3.84 Apr 23 -5.05 1.87 5.97
Simple Money Portfolio Tim Maurer 3.83 Apr 23 -4.27 1.25 4.28
Edge Select Moderately Conservative Merrill Lynch 3.82 Apr 23 -3.34 -0.78 0.95
Dynamic 40/60 Income The Lazy Team 3.78 Apr 23 -2.66 -1.43 0.05
Margherita Portfolio Davide Pisicchio 3.70 Apr 23 -3.70 -0.21 2.44
Sheltered Sam 50/50 Bill Bernstein 3.68 Apr 23 -3.46 1.09 3.47
Stocks/Bonds 20/80 Momentum 3.68 Apr 23 -2.39 -0.77 -0.56
LifeStrategy Conservative Growth Vanguard 3.68 Apr 23 -3.67 -0.60 1.29
All Weather Portfolio with Bitcoin Ray Dalio 3.66 Apr 23 -3.11 0.89 2.05
Ulcer Free Strategy Aim Ways 3.47 Apr 23 -3.83 0.72 3.01
Eliminate Fat Tails Larry Swedroe 3.44 Apr 23 -2.51 1.55 2.80
All Weather Portfolio Ray Dalio 3.39 Apr 23 -3.08 1.71 3.58
Desert Portfolio with Bitcoin Gyroscopic Investing 3.39 Apr 23 -3.39 -0.99 1.05
PISI Portfolio Davide Pisicchio 3.24 Apr 23 -4.11 -0.45 2.24
Developed World ex-US 40/60 Momentum 3.23 Apr 23 -4.96 -0.03 1.87
Aim comfortable trip Aim Ways 3.14 Apr 23 -4.64 1.53 5.71
Rob Arnott Portfolio Rob Arnott 3.12 Apr 23 -1.71 2.78 3.68
Desert Portfolio Gyroscopic Investing 3.10 Apr 23 -3.65 -0.38 2.47
Seven Value Scott Burns 3.09 Apr 23 -2.23 5.84 7.34
Sheltered Sam 40/60 Bill Bernstein 3.06 Apr 23 -2.94 0.94 2.97
Permanent Portfolio with Bitcoin Harry Browne 3.04 Apr 23 -5.06 0.78 4.22
Six Ways from Sunday Scott Burns 2.91 Apr 23 -1.79 6.29 7.52
Paul Boyer Portfolio Paul Boyer 2.90 Apr 23 -5.89 3.18 7.60
Gold Pivot Ptf Aim Ways 2.85 Apr 23 -5.96 1.82 7.22
Developed World ex-US 40/60 2.81 Apr 23 -4.88 1.03 3.94
Simplified Permanent Portfolio The Lazy Team 2.76 Apr 23 -5.45 1.07 5.68
Permanent Portfolio Harry Browne 2.76 Apr 23 -5.30 1.40 5.62
Larry Portfolio Larry Swedroe 2.68 Apr 23 -2.98 0.96 2.79
Sheltered Sam 30/70 Bill Bernstein 2.43 Apr 23 -2.43 0.78 2.47
All Country World 20/80 2.42 Apr 23 -2.98 -0.55 0.92
Stocks/Bonds 20/80 2.41 Apr 23 -2.39 -0.76 0.46
Dimensional Retirement Income Fund DFA 2.17 Apr 22 -2.01 0.13 1.18
LifeStrategy Income Fund Vanguard 2.14 Apr 23 -2.77 -0.30 1.02
Edge Select Conservative Merrill Lynch 2.06 Apr 23 -2.16 0.14 1.56
High Yield Bonds Income The Lazy Team 2.04 Apr 23 -2.13 -0.78 0.41
Robo Advisor 20 Value Tilt Betterment 1.95 Apr 23 -2.23 0.16 1.76
Sheltered Sam 20/80 Bill Bernstein 1.81 Apr 23 -1.90 0.63 1.96
Developed World ex-US 20/80 1.63 Apr 23 -3.54 0.45 2.11
US Stocks Minimum Volatility 1.42 Apr 23 -4.79 -1.10 -1.72
Sheltered Sam 10/90 Bill Bernstein 1.18 Apr 23 -1.37 0.48 1.45
Robo Advisor 10 Value Tilt Betterment 1.10 Apr 23 -1.39 0.20 1.55
US Inflation Protection 1.05 Apr 23 -1.36 0.41 0.33
Conservative Income Charles Schwab 1.02 Apr 23 -1.38 0.34 0.92
All Country World Bonds 0.94 Apr 23 -2.14 -0.26 0.73
Gold 0.72 Apr 23 -11.05 8.57 21.05
Total Bond US 0.66 Apr 23 -1.74 0.05 0.95
Sheltered Sam 0/100 Bill Bernstein 0.56 Apr 23 -0.83 0.32 0.93
Cockroach Portfolio Tony Dong 0.48 Apr 23 -6.76 3.58 8.65
Total Bond Developed World ex-US 0.45 Apr 23 -2.14 -0.13 0.17
10-year Treasury 0.45 Apr 23 -2.32 -0.14 0.79
Robo Advisor 0 Betterment 0.26 Apr 23 -0.53 0.24 1.34
Short Term Treasury 0.23 Apr 23 -0.47 0.27 1.34
US Cash 0.23 Apr 23 0.29 0.85 1.84
Berkshire Hathaway Warren Buffett -1.79 Apr 23 -5.13 -4.86 -4.78