Assets and Lazy Portfolios Short Term Returns

Last Update - Oct 09 2025, 04:00PM 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 Sep 25
Ticker Asset Class Oct 25â–ľ Time(ET) 1M 3M 6M
GLD
Gold 2.80 Oct 09, 03:59PM 11.76 16.61 23.37
CWB
US Convertible Bonds 2.25 Oct 09, 03:59PM 5.07 9.95 19.22
QQQ
US Technology 1.72 Oct 09, 04:00PM 5.38 8.96 28.32
VPL
Pacific 1.33 Oct 09, 03:59PM 2.81 7.62 22.33
EEM
Emerging Markets 1.01 Oct 09, 03:59PM 7.10 10.70 23.38
VTI
US Total Stock Market 0.77 Oct 09, 03:59PM 3.42 8.28 20.10
SPY
US Large Cap 0.74 Oct 09, 04:00PM 3.56 8.12 19.77
VT
World All Countries 0.69 Oct 09, 03:59PM 3.37 7.59 19.83
EFA
EAFE Stocks 0.64 Oct 09, 03:59PM 2.07 4.45 16.22
VGK
Europe 0.38 Oct 09, 03:59PM 1.92 3.24 15.63
EMB
Emerg. Market Bonds 0.27 Oct 09, 04:00PM 1.57 4.10 7.87
TLT
US Long Term Treasuries 0.13 Oct 09, 04:00PM 3.59 2.42 0.39
DBC
Commodities 0.13 Oct 09, 03:59PM 1.44 3.30 0.13
BND
US Total Bond Market 0.13 Oct 09, 04:00PM 1.11 2.00 3.26
BIL
US Cash 0.10 Oct 09, 03:59PM 0.33 1.06 2.11
TIP
US TIPS 0.10 Oct 09, 03:59PM 0.42 2.05 2.49
BNDX
International Bonds 0.09 Oct 09, 04:00PM 0.53 0.55 2.63
PFF
US Preferred Stocks 0.03 Oct 09, 04:00PM 1.03 4.73 6.37
LQD
US Invest. Grade Bonds 0.00 Oct 09, 03:59PM 1.88 2.85 4.92
HYG
US High Yield Bonds -0.44 Oct 09, 03:59PM 0.89 2.14 5.97
IJR
US Small Cap -0.72 Oct 09, 03:59PM 1.05 9.14 14.48
VNQ
US REITs -2.35 Oct 09, 03:59PM 0.06 3.63 2.94
FLLA
Latin America -3.92 Oct 09, 03:38PM 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
Ark Tech Portfolio Cathie Wood 8.30 Oct 09, 03:59PM 13.20 20.17 66.77
Gold 2.80 Oct 09, 03:59PM 11.76 16.61 23.37
Cockroach Portfolio Tony Dong 2.01 Oct 09, 04:00PM 3.62 5.88 6.85
Technology 1.72 Oct 09, 04:00PM 5.38 8.96 28.32
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.72 Oct 09, 03:59PM 9.25 14.90 22.68
Gold Pivot Ptf Aim Ways 1.18 Oct 09, 04:00PM 5.76 8.27 14.54
Golden Butterfly 2x Leveraged Tyler 1.07 Oct 09, 03:59PM 7.92 15.08 22.61
Desert Portfolio 2x Leveraged Gyroscopic Investing 1.02 Oct 09, 03:59PM 5.63 10.08 17.27
Emerging Markets Stocks 1.01 Oct 09, 03:59PM 7.10 10.70 23.38
Shield Strategy Aim Ways 0.99 Oct 09, 04:00PM 4.79 7.74 14.99
Simplified Permanent Portfolio The Lazy Team 0.97 Oct 09, 04:00PM 4.53 7.52 12.67
Permanent Portfolio Harry Browne 0.95 Oct 09, 04:00PM 5.20 7.61 11.78
Diavola Portfolio Davide Pisicchio 0.94 Oct 09, 04:00PM 3.61 7.76 20.23
Permanent Portfolio with Bitcoin Harry Browne 0.94 Oct 09, 04:00PM 5.05 7.38 11.96
Ulcer Free Strategy Aim Ways 0.94 Oct 09, 04:00PM 3.42 5.47 10.61
Stocks/Bonds 60/40 2x Leveraged 0.89 Oct 09, 03:59PM 4.47 9.90 21.78
Paul Boyer Portfolio Paul Boyer 0.80 Oct 09, 04:00PM 5.40 8.03 11.65
US Stocks 0.77 Oct 09, 03:59PM 3.42 8.28 20.10
US Stocks ESG 0.75 Oct 09, 03:58PM 3.63 8.29 21.51
Dedalo Three Dedalo Invest 0.74 Oct 09, 03:59PM 3.41 8.06 20.01
Four Seasons Portfolio Davide Pisicchio 0.74 Oct 09, 04:00PM 3.19 6.37 12.66
All Weather Portfolio 2x Leveraged Ray Dalio 0.73 Oct 09, 03:59PM 7.05 10.22 11.83
Dedalo Eleven Dedalo Invest 0.72 Oct 09, 04:00PM 3.14 6.59 16.52
Pepperoni Portfolio Davide Pisicchio 0.71 Oct 09, 04:00PM 2.60 5.99 14.51
Second Grader's Starter Paul Farrell 0.69 Oct 09, 04:00PM 3.20 7.17 18.03
Warren Buffett Portfolio Warren Buffett 0.69 Oct 09, 04:00PM 3.24 7.51 18.53
All Country World Stocks 0.69 Oct 09, 03:59PM 3.37 7.59 19.83
Margherita Portfolio Davide Pisicchio 0.68 Oct 09, 04:00PM 2.87 5.68 10.99
Capricciosa Portfolio Davide Pisicchio 0.67 Oct 09, 04:00PM 2.83 6.17 13.27
Developed World ex-US Stocks 0.67 Oct 09, 03:59PM 2.55 5.61 19.39
In Saecula Saeculorum Fulvio Marchese 0.67 Oct 09, 04:00PM 3.36 6.48 12.89
Stocks/Bonds 40/60 2x Leveraged 0.64 Oct 09, 03:59PM 3.32 7.39 15.37
Stocks/Bonds 80/20 0.64 Oct 09, 04:00PM 2.98 7.04 16.52
Three Funds Bogleheads 0.63 Oct 09, 04:00PM 2.99 6.57 16.31
Golden Butterfly Tyler 0.63 Oct 09, 04:00PM 4.49 8.32 12.27
LifeStrategy Growth Fund Vanguard 0.63 Oct 09, 04:00PM 2.96 6.46 16.28
Four Funds Bogleheads 0.63 Oct 09, 04:00PM 2.92 6.57 16.21
US Stocks Quality 0.62 Oct 09, 03:59PM 3.19 6.65 14.34
Dedalo Four Dedalo Invest 0.61 Oct 09, 04:00PM 2.87 6.61 16.43
Golden Butterfly with Bitcoin Tyler 0.61 Oct 09, 04:00PM 4.33 8.08 12.46
Simple Path to Wealth JL Collins 0.61 Oct 09, 04:00PM 2.86 6.72 15.64
PISI Portfolio Davide Pisicchio 0.59 Oct 09, 04:00PM 2.93 5.50 10.38
Edge Select Aggressive Merrill Lynch 0.58 Oct 09, 04:00PM 3.42 7.15 17.50
All Country World 80/20 0.58 Oct 09, 04:00PM 2.93 6.50 16.54
Desert Portfolio Gyroscopic Investing 0.57 Oct 09, 04:00PM 2.52 5.13 10.12
Desert Portfolio with Bitcoin Gyroscopic Investing 0.56 Oct 09, 04:00PM 2.36 4.89 10.30
Aim comfortable trip Aim Ways 0.56 Oct 09, 04:00PM 3.24 6.33 11.89
Developed World ex-US 80/20 0.55 Oct 09, 04:00PM 2.21 4.73 16.21
Stocks/Bonds 60/40 with Bitcoin 0.54 Oct 09, 04:00PM 2.59 5.81 13.54
Margaritaville Scott Burns 0.54 Oct 09, 03:59PM 2.48 5.75 13.79
All Weather Portfolio with Bitcoin Ray Dalio 0.53 Oct 09, 04:00PM 3.58 5.24 8.65
All Weather Portfolio Ray Dalio 0.52 Oct 09, 04:00PM 3.62 5.33 8.23
Stocks/Bonds 60/40 0.51 Oct 09, 04:00PM 2.52 5.79 13.05
Andrew Tobias Portfolio Andrew Tobias 0.50 Oct 09, 04:00PM 1.96 4.63 12.77
LifeStrategy Moderate Growth Vanguard 0.50 Oct 09, 04:00PM 2.48 5.29 12.93
Edge Select Moderately Aggressive Merrill Lynch 0.49 Oct 09, 04:00PM 3.04 6.29 15.12
Stocks/Bonds 60/40 ESG 0.47 Oct 09, 03:59PM 2.44 5.73 13.80
All Country World 60/40 0.47 Oct 09, 04:00PM 2.47 5.37 13.29
Robo Advisor 100 Value Tilt Betterment 0.46 Oct 09, 03:59PM 3.26 7.40 17.36
Robo Advisor 90 Value Tilt Betterment 0.44 Oct 09, 04:00PM 3.19 7.20 16.86
Developed World ex-US 60/40 0.44 Oct 09, 04:00PM 1.83 3.79 12.95
Odd-Stats Strategy Aim Ways 0.43 Oct 09, 04:00PM 3.07 5.01 10.23
Couch Potato Scott Burns 0.43 Oct 09, 03:59PM 1.95 5.18 10.89
Four Square Scott Burns 0.42 Oct 09, 04:00PM 2.02 4.50 11.00
Stocks/Bonds 40/60 with Bitcoin 0.42 Oct 09, 04:00PM 2.13 4.56 10.16
Golden Ratio Portfolio Frank Vasquez 0.41 Oct 09, 04:00PM 4.45 8.41 13.28
Perfect Portfolio Ben Stein 0.41 Oct 09, 04:00PM 2.90 6.36 14.99
Robo Advisor 80 Value Tilt Betterment 0.41 Oct 09, 04:00PM 2.97 6.64 15.41
Stocks/Bonds 40/60 0.39 Oct 09, 04:00PM 2.06 4.53 9.68
Core Four Rick Ferri 0.38 Oct 09, 04:00PM 2.73 6.30 14.96
European Stocks 0.38 Oct 09, 03:59PM 1.92 3.24 15.63
Edge Select Moderate Merrill Lynch 0.37 Oct 09, 04:00PM 2.55 5.33 12.39
LifeStrategy Conservative Growth Vanguard 0.37 Oct 09, 04:00PM 1.99 4.08 9.61
Mid-Twenties Burton Malkiel 0.37 Oct 09, 04:00PM 3.22 6.69 15.66
All Country World 40/60 0.36 Oct 09, 04:00PM 1.99 4.22 10.07
Late Thirties to Early Forties Burton Malkiel 0.35 Oct 09, 04:00PM 3.13 6.54 15.16
Gretchen Tai Portfolio Gretchen Tai 0.35 Oct 09, 04:00PM 2.75 5.85 14.35
Gone Fishin' Portfolio Alexander Green 0.35 Oct 09, 04:00PM 2.94 6.65 14.08
Marc Faber Portfolio Marc Faber 0.34 Oct 09, 04:00PM 4.60 7.96 12.91
Family Taxable Portfolio Ted Aronson 0.34 Oct 09, 04:00PM 2.67 6.49 14.01
GAA Global Asset Allocation Mebane Faber 0.33 Oct 09, 04:00PM 3.01 5.12 10.18
Stocks/Bonds 40/60 ESG 0.33 Oct 09, 03:59PM 1.83 4.44 10.15
Developed World ex-US 40/60 0.32 Oct 09, 04:00PM 1.43 2.78 9.60
Robo Advisor 50 Value Tilt Betterment 0.31 Oct 09, 04:00PM 2.21 4.79 10.70
Dimensional Retirement Income Fund DFA 0.31 Oct 08 0.28 2.25 5.12
Lifepath Fund iShares 0.30 Oct 09, 04:00PM 1.94 4.37 9.46
Edge Select Moderately Conservative Merrill Lynch 0.28 Oct 09, 04:00PM 2.06 4.24 9.69
US Stocks Value 0.28 Oct 09, 04:00PM 1.59 6.13 9.33
Stocks/Bonds 20/80 0.26 Oct 09, 04:00PM 1.59 3.27 6.42
All Country World 20/80 0.25 Oct 09, 04:00PM 1.50 3.04 6.89
LifeStrategy Income Fund Vanguard 0.25 Oct 09, 04:00PM 1.47 2.84 6.33
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.24 Oct 09, 04:00PM 2.18 5.42 12.93
Mid-Fifties Burton Malkiel 0.23 Oct 09, 04:00PM 2.90 6.17 13.86
Global Market Portfolio Credit Suisse 0.23 Oct 09, 04:00PM 2.69 4.57 9.67
No Brainer Portfolio Bill Bernstein 0.22 Oct 09, 04:00PM 2.15 6.26 14.02
Developed World ex-US 20/80 0.21 Oct 09, 04:00PM 1.00 1.70 6.17
Pinwheel Tyler 0.20 Oct 09, 04:00PM 3.17 6.81 12.79
Simple and Cheap Time Money Inc 0.19 Oct 09, 04:00PM 2.16 4.92 11.26
Robo Advisor 20 Value Tilt Betterment 0.19 Oct 09, 04:00PM 1.12 2.68 5.80
Long Term Portfolio Ben Stein 0.18 Oct 09, 03:59PM 2.44 6.16 13.71
Robo Advisor 10 Value Tilt Betterment 0.15 Oct 09, 04:00PM 0.71 1.90 4.08
10-year Treasury 0.15 Oct 09, 04:00PM 0.65 1.70 3.13
Dynamic 40/60 Income The Lazy Team 0.15 Oct 09, 04:00PM 1.46 4.08 8.37
All Country World Bonds 0.14 Oct 09, 04:00PM 0.98 1.82 3.74
Edge Select Conservative Merrill Lynch 0.13 Oct 09, 04:00PM 1.26 2.83 6.02
Total Bond US 0.13 Oct 09, 04:00PM 1.11 2.00 3.26
Sandwich Portfolio Bob Clyatt 0.12 Oct 09, 04:00PM 1.73 4.76 11.39
Eliminate Fat Tails Larry Swedroe 0.11 Oct 09, 03:59PM 1.61 4.14 7.21
Robo Advisor 0 Betterment 0.10 Oct 09, 04:00PM 0.28 1.12 2.35
Short Term Treasury 0.10 Oct 09, 04:00PM 0.29 1.08 2.24
Sheltered Sam 0/100 Bill Bernstein 0.10 Oct 09, 04:00PM 0.34 1.48 2.34
US Cash 0.10 Oct 09, 03:59PM 0.33 1.06 2.11
US Inflation Protection 0.10 Oct 09, 03:59PM 0.42 2.05 2.49
Total Bond Developed World ex-US 0.09 Oct 09, 04:00PM 0.53 0.55 2.63
Sheltered Sam 10/90 Bill Bernstein 0.09 Oct 09, 04:00PM 0.60 2.13 3.55
Late Sixties and Beyond Burton Malkiel 0.08 Oct 09, 04:00PM 2.48 5.48 11.73
Sheltered Sam 20/80 Bill Bernstein 0.08 Oct 09, 04:00PM 0.85 2.78 4.77
Stocks/Bonds 20/80 Momentum 0.07 Oct 09, 04:00PM 2.06 3.09 7.91
Tilt Toward Value Time Money Inc 0.07 Oct 09, 04:00PM 2.00 5.00 10.46
Sheltered Sam 30/70 Bill Bernstein 0.06 Oct 09, 04:00PM 1.09 3.43 5.99
Sheltered Sam 40/60 Bill Bernstein 0.05 Oct 09, 04:00PM 1.34 4.07 7.22
Coward's Portfolio Bill Bernstein 0.05 Oct 09, 04:00PM 1.74 5.13 10.15
Sheltered Sam 50/50 Bill Bernstein 0.04 Oct 09, 04:00PM 1.58 4.71 8.46
Sheltered Sam 60/40 Bill Bernstein 0.02 Oct 09, 04:00PM 1.82 5.34 9.69
Stocks/Bonds 40/60 Momentum 0.01 Oct 09, 04:00PM 2.98 4.12 12.65
Sheltered Sam 70/30 Bill Bernstein 0.01 Oct 09, 04:00PM 2.05 5.97 10.94
Sheltered Sam 80/20 Bill Bernstein 0.00 Oct 09, 04:00PM 2.28 6.60 12.19
Ideal Index Frank Armstrong -0.01 Oct 09, 04:00PM 1.84 5.27 11.18
Larry Portfolio Larry Swedroe -0.01 Oct 09, 04:00PM 1.01 3.87 7.69
Sheltered Sam 90/10 Bill Bernstein -0.01 Oct 09, 04:00PM 2.51 7.22 13.44
Sheltered Sam 100/0 Bill Bernstein -0.03 Oct 09, 03:59PM 2.73 7.84 14.70
Weird Portfolio Value Stock Geek -0.03 Oct 09, 04:00PM 3.97 8.20 13.02
Rob Arnott Portfolio Rob Arnott -0.03 Oct 09, 04:00PM 1.76 3.38 5.99
Stocks/Bonds 60/40 Momentum -0.05 Oct 09, 04:00PM 3.85 5.11 17.48
Lazy Portfolio David Swensen -0.05 Oct 09, 04:00PM 2.07 5.32 11.30
Simple Money Portfolio Tim Maurer -0.05 Oct 09, 04:00PM 1.13 4.97 11.61
Conservative Income Charles Schwab -0.05 Oct 09, 04:00PM 0.69 1.80 2.97
Yale Endowment David Swensen -0.06 Oct 09, 04:00PM 1.93 5.14 11.35
7Twelve Portfolio Craig Israelsen -0.07 Oct 09, 04:00PM 1.58 4.60 8.61
Stocks/Bonds 80/20 Momentum -0.10 Oct 09, 04:00PM 4.68 6.06 22.41
Five Asset Roger Gibson -0.12 Oct 09, 04:00PM 1.92 4.77 8.93
Five Fold Scott Burns -0.13 Oct 09, 04:00PM 1.64 4.33 9.37
Nano Portfolio John Wasik -0.14 Oct 09, 04:00PM 1.45 4.10 8.89
Ultimate Buy&Hold FundAdvice -0.16 Oct 09, 04:00PM 1.48 5.09 11.24
Big Rocks Portfolio Larry Swedroe -0.16 Oct 09, 04:00PM 1.40 5.10 10.01
US Stocks Momentum -0.16 Oct 09, 03:59PM 5.47 6.97 27.44
Ivy Portfolio Mebane Faber -0.18 Oct 09, 04:00PM 1.84 5.03 9.12
US Stocks Equal Weight -0.19 Oct 09, 03:59PM 1.01 4.83 10.43
High Yield Bonds Income The Lazy Team -0.19 Oct 09, 04:00PM 1.70 3.12 6.34
Coffeehouse Bill Schultheis -0.20 Oct 09, 04:00PM 1.66 5.27 9.18
Developed World ex-US 40/60 Momentum -0.21 Oct 09, 04:00PM 1.59 2.45 10.41
Ultimate Buy and Hold Strategy Paul Merriman -0.26 Oct 09, 04:00PM 2.25 7.31 16.84
US Stocks Minimum Volatility -0.27 Oct 09, 03:59PM 1.32 1.75 2.33
One-Decision Portfolio Marvin Appel -0.36 Oct 09, 04:00PM 1.37 4.36 7.38
Developed World ex-US 60/40 Momentum -0.36 Oct 09, 04:00PM 2.05 3.29 14.14
Seven Value Scott Burns -0.38 Oct 09, 04:00PM 1.47 4.85 7.50
Dynamic 60/40 Income The Lazy Team -0.38 Oct 09, 04:00PM 1.16 3.98 7.36
Six Ways from Sunday Scott Burns -0.40 Oct 09, 04:00PM 1.32 4.64 7.21
Robust Alpha Architect -0.42 Oct 09, 04:00PM 2.33 5.50 13.90
Talmud Portfolio Roger Gibson -0.48 Oct 09, 04:00PM 1.56 4.66 8.48
Developed World ex-US Stocks Momentum -0.67 Oct 09, 03:59PM 2.88 4.79 21.32
Aggressive Global Income The Lazy Team -0.71 Oct 09, 03:59PM 0.59 4.24 10.22
Talmud Portfolio 2x Leveraged Roger Gibson -1.11 Oct 09, 03:59PM 2.68 6.80 11.94
Berkshire Hathaway Warren Buffett -1.22 Oct 09, 03:57PM -0.14 3.49 -5.54
Cape US Sector Value Robert Shiller -1.80 Oct 09, 03:59PM 0.47 2.76 7.85