Assets and Lazy Portfolios Short Term Returns

Last Update - Mar 06 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 Feb 26
Ticker Asset Class Mar 26â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 9.60 Mar 06 2.74 12.51 16.82
BIL
US Cash 0.07 Mar 06 0.27 0.90 1.88
TIP
US TIPS -0.40 Mar 06 1.27 1.16 2.14
HYG
US High Yield Bonds -0.79 Mar 06 0.00 1.10 2.75
PFF
US Preferred Stocks -0.83 Mar 06 -0.33 2.86 2.83
BND
US Total Bond Market -0.94 Mar 06 1.60 1.52 3.87
LQD
US Invest. Grade Bonds -1.02 Mar 06 1.38 0.98 3.99
QQQ
US Technology -1.24 Mar 06 -2.34 -1.81 6.73
BNDX
International Bonds -1.34 Mar 06 1.53 1.53 2.90
EMB
Emerg. Market Bonds -1.62 Mar 06 1.63 2.27 6.45
SPY
US Large Cap -1.98 Mar 06 -0.86 0.68 6.96
GLD
Gold -2.12 Mar 06 8.72 24.72 52.09
VTI
US Total Stock Market -2.17 Mar 06 -0.53 1.02 7.06
VNQ
US REITs -2.24 Mar 06 5.39 5.72 5.69
TLT
US Long Term Treasuries -2.27 Mar 06 4.63 1.82 7.22
CWB
US Convertible Bonds -3.07 Mar 06 1.14 4.65 10.29
IJR
US Small Cap -3.79 Mar 06 2.10 7.80 10.80
VT
World All Countries -4.00 Mar 06 1.64 5.77 11.79
VGK
Europe -6.57 Mar 06 3.05 11.64 16.26
EFA
EAFE Stocks -6.74 Mar 06 4.61 12.71 17.28
FLLA
Latin America -7.58 Mar 06 5.58 21.92 36.66
EEM
Emerging Markets -8.41 Mar 06 5.89 16.85 27.31
VPL
Pacific -9.24 Mar 06 10.24 23.20 30.98
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 Mar 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 Feb 26
Portfolio Author Mar 26â–ľ Time(ET) 1M 3M 6M
Ivy Portfolio Mebane Faber 0.52 Mar 06 2.73 6.89 10.46
7Twelve Portfolio Craig Israelsen 0.10 Mar 06 2.42 6.44 9.43
US Cash 0.07 Mar 06 0.27 0.90 1.88
Short Term Treasury -0.27 Mar 06 0.53 1.04 2.11
Robo Advisor 0 Betterment -0.30 Mar 06 0.58 1.06 2.17
Sheltered Sam 0/100 Bill Bernstein -0.33 Mar 06 0.83 1.08 2.12
US Inflation Protection -0.40 Mar 06 1.27 1.16 2.14
Five Asset Roger Gibson -0.55 Mar 06 2.91 7.06 10.91
Conservative Income Charles Schwab -0.66 Mar 06 1.29 1.49 3.04
Sheltered Sam 10/90 Bill Bernstein -0.69 Mar 06 1.08 1.95 3.47
Rob Arnott Portfolio Rob Arnott -0.88 Mar 06 2.43 4.09 7.34
Robo Advisor 10 Value Tilt Betterment -0.88 Mar 06 0.96 1.94 3.71
Total Bond US -0.94 Mar 06 1.60 1.52 3.87
Dimensional Retirement Income Fund DFA -0.97 Mar 06 1.05 2.20 4.14
Sheltered Sam 20/80 Bill Bernstein -1.06 Mar 06 1.34 2.81 4.82
All Weather Portfolio Ray Dalio -1.12 Mar 06 2.81 4.12 10.74
Dynamic 40/60 Income The Lazy Team -1.14 Mar 06 0.26 1.64 4.29
All Weather Portfolio with Bitcoin Ray Dalio -1.14 Mar 07, 01:57PM 2.44 3.22 9.10
All Country World Bonds -1.18 Mar 06 1.58 1.64 3.94
Stocks/Bonds 20/80 -1.18 Mar 06 1.17 1.42 4.55
US Stocks Minimum Volatility -1.19 Mar 06 2.97 3.03 4.60
High Yield Bonds Income The Lazy Team -1.20 Mar 06 0.86 1.34 4.34
Berkshire Hathaway Warren Buffett -1.22 Mar 06 4.78 -1.70 0.23
Technology -1.24 Mar 06 -2.34 -1.81 6.73
Desert Portfolio with Bitcoin Gyroscopic Investing -1.25 Mar 07, 01:57PM 1.22 2.58 7.06
Dynamic 60/40 Income The Lazy Team -1.26 Mar 06 1.02 2.38 4.19
10-year Treasury -1.29 Mar 06 2.47 1.46 3.86
Couch Potato Scott Burns -1.29 Mar 06 0.36 1.10 4.66
Stocks/Bonds 40/60 with Bitcoin -1.34 Mar 07, 01:57PM 0.47 0.77 4.19
Total Bond Developed World ex-US -1.34 Mar 06 1.53 1.53 2.90
Desert Portfolio Gyroscopic Investing -1.35 Mar 06 1.67 3.61 9.03
Edge Select Conservative Merrill Lynch -1.36 Mar 06 1.31 2.52 5.11
One-Decision Portfolio Marvin Appel -1.36 Mar 06 1.41 2.65 5.29
Stocks/Bonds 40/60 ESG -1.37 Mar 06 0.10 0.33 3.85
Stocks/Bonds 40/60 -1.43 Mar 06 0.74 1.32 5.21
Sheltered Sam 30/70 Bill Bernstein -1.43 Mar 06 1.59 3.67 6.17
Margherita Portfolio Davide Pisicchio -1.43 Mar 06 1.60 3.75 9.43
Robo Advisor 20 Value Tilt Betterment -1.45 Mar 06 1.34 2.83 5.25
Shield Strategy Aim Ways -1.45 Mar 06 2.02 5.45 14.58
Odd-Stats Strategy Aim Ways -1.45 Mar 06 2.26 3.83 9.62
Gold Pivot Ptf Aim Ways -1.51 Mar 06 3.45 9.04 20.58
Permanent Portfolio with Bitcoin Harry Browne -1.52 Mar 07, 01:57PM 2.98 6.25 15.32
Four Seasons Portfolio Davide Pisicchio -1.57 Mar 06 1.40 3.72 9.85
Stocks/Bonds 60/40 with Bitcoin -1.59 Mar 07, 01:57PM 0.04 0.67 4.82
Stocks/Bonds 60/40 ESG -1.59 Mar 06 -0.64 -0.27 4.07
PISI Portfolio Davide Pisicchio -1.61 Mar 06 2.15 3.67 9.74
Permanent Portfolio Harry Browne -1.62 Mar 06 3.42 7.28 17.33
In Saecula Saeculorum Fulvio Marchese -1.63 Mar 06 1.46 3.53 10.04
Pepperoni Portfolio Davide Pisicchio -1.63 Mar 06 0.03 1.01 5.71
Stocks/Bonds 20/80 Momentum -1.66 Mar 06 1.04 1.50 3.99
LifeStrategy Income Fund Vanguard -1.66 Mar 06 1.63 2.49 5.43
Capricciosa Portfolio Davide Pisicchio -1.66 Mar 06 0.81 2.50 7.84
Warren Buffett Portfolio Warren Buffett -1.66 Mar 06 -0.86 0.19 5.91
Ulcer Free Strategy Aim Ways -1.67 Mar 06 2.25 4.47 10.78
Stocks/Bonds 60/40 -1.68 Mar 06 0.32 1.22 5.84
Robust Alpha Architect -1.69 Mar 06 1.90 6.04 8.74
Simplified Permanent Portfolio The Lazy Team -1.72 Mar 06 3.43 7.28 16.84
All Country World 20/80 -1.75 Mar 06 1.59 2.49 5.57
Talmud Portfolio Roger Gibson -1.78 Mar 06 2.17 2.81 5.70
Diavola Portfolio Davide Pisicchio -1.78 Mar 06 -0.82 0.32 6.57
Sheltered Sam 40/60 Bill Bernstein -1.80 Mar 06 1.85 4.53 7.51
GAA Global Asset Allocation Mebane Faber -1.83 Mar 06 2.88 5.80 11.33
Simple Path to Wealth JL Collins -1.86 Mar 06 0.00 1.15 6.31
Stocks/Bonds 80/20 -1.93 Mar 06 -0.11 1.12 6.46
Golden Butterfly with Bitcoin Tyler -1.94 Mar 07, 01:57PM 2.63 6.57 14.59
Ark Tech Portfolio Cathie Wood -1.94 Mar 06 -3.35 -4.35 4.56
Eliminate Fat Tails Larry Swedroe -1.95 Mar 06 1.79 4.45 7.15
Edge Select Moderately Conservative Merrill Lynch -1.96 Mar 06 1.33 2.86 6.59
Golden Ratio Portfolio Frank Vasquez -1.98 Mar 06 2.67 5.77 14.11
Six Ways from Sunday Scott Burns -1.98 Mar 06 3.88 8.12 10.93
Lifepath Fund iShares -2.02 Mar 06 1.56 3.21 6.93
Golden Butterfly Tyler -2.04 Mar 06 3.06 7.60 16.61
US Stocks ESG -2.04 Mar 06 -2.11 -1.47 4.43
Larry Portfolio Larry Swedroe -2.08 Mar 06 2.07 4.50 7.02
Gold -2.12 Mar 06 8.72 24.72 52.09
US Stocks -2.17 Mar 06 -0.53 1.02 7.06
Sheltered Sam 50/50 Bill Bernstein -2.17 Mar 06 2.09 5.38 8.86
Seven Value Scott Burns -2.20 Mar 06 3.85 8.29 11.40
JP Morgan Balanced Portfolio JP Morgan -2.21 Mar 06 1.84 5.14 9.21
Aim comfortable trip Aim Ways -2.22 Mar 06 2.80 7.41 14.45
LifeStrategy Conservative Growth Vanguard -2.26 Mar 06 1.69 3.45 7.24
All Country World 40/60 -2.31 Mar 06 1.61 3.32 7.16
Stocks/Bonds 40/60 Momentum -2.38 Mar 06 0.49 1.47 4.09
Edge Select Moderate Merrill Lynch -2.44 Mar 06 1.39 3.64 8.10
Marc Faber Portfolio Marc Faber -2.46 Mar 06 4.65 10.16 19.44
Dedalo Four Dedalo Invest -2.46 Mar 06 0.43 2.32 7.49
Developed World ex-US 20/80 -2.49 Mar 06 2.48 4.52 6.91
Nano Portfolio John Wasik -2.50 Mar 06 2.49 4.52 7.38
Coffeehouse Bill Schultheis -2.53 Mar 06 2.35 5.24 8.71
Sheltered Sam 60/40 Bill Bernstein -2.54 Mar 06 2.34 6.24 10.21
Tilt Toward Value Time Money Inc -2.56 Mar 06 2.11 4.51 8.37
Big Rocks Portfolio Larry Swedroe -2.56 Mar 06 2.12 5.85 8.96
Coward's Portfolio Bill Bernstein -2.58 Mar 06 1.97 5.55 9.15
Sandwich Portfolio Bob Clyatt -2.59 Mar 06 2.04 4.69 8.12
Five Fold Scott Burns -2.61 Mar 06 2.62 4.80 7.86
Simple and Cheap Time Money Inc -2.67 Mar 06 2.10 4.37 8.40
Paul Boyer Portfolio Paul Boyer -2.69 Mar 06 4.59 10.15 20.51
Four Square Scott Burns -2.70 Mar 06 1.92 4.50 8.30
Dedalo Three Dedalo Invest -2.72 Mar 06 0.13 2.44 8.48
Jane Bryant Quinn Portfolio Jane Bryant Quinn -2.73 Mar 06 2.04 4.67 8.97
Lazy Portfolio David Swensen -2.74 Mar 06 2.45 4.86 8.60
US Stocks Value -2.75 Mar 06 2.24 5.26 9.93
Global Market Portfolio Credit Suisse -2.75 Mar 06 2.48 4.21 8.73
Yale Endowment David Swensen -2.76 Mar 06 2.58 5.16 8.85
Cape US Sector Value Robert Shiller -2.84 Mar 06 1.05 2.69 3.51
LifeStrategy Moderate Growth Vanguard -2.86 Mar 06 1.74 4.39 9.02
All Country World 60/40 -2.87 Mar 06 1.62 4.15 8.73
Edge Select Moderately Aggressive Merrill Lynch -2.90 Mar 06 1.41 4.31 9.49
Sheltered Sam 70/30 Bill Bernstein -2.91 Mar 06 2.59 7.09 11.56
Late Sixties and Beyond Burton Malkiel -2.96 Mar 06 2.37 4.91 9.44
Cockroach Portfolio Tony Dong -2.97 Mar 06 6.65 9.90 20.75
Robo Advisor 50 Value Tilt Betterment -3.00 Mar 06 2.28 5.33 9.49
US Stocks Quality -3.03 Mar 06 1.21 3.74 9.02
Andrew Tobias Portfolio Andrew Tobias -3.06 Mar 06 1.57 4.95 8.91
Core Four Rick Ferri -3.06 Mar 06 1.80 4.68 9.68
Ultimate Buy&Hold FundAdvice -3.07 Mar 06 2.87 6.98 10.16
Stocks/Bonds 60/40 Momentum -3.10 Mar 06 -0.06 1.44 4.18
Weird Portfolio Value Stock Geek -3.13 Mar 06 5.04 10.99 19.09
Margaritaville Scott Burns -3.15 Mar 06 2.02 5.42 9.98
Simple Money Portfolio Tim Maurer -3.16 Mar 06 2.69 6.91 10.15
Pinwheel Tyler -3.17 Mar 06 3.35 8.36 14.55
No Brainer Portfolio Bill Bernstein -3.19 Mar 06 1.77 5.80 10.09
Stocks/Bonds 40/60 2x Leveraged -3.21 Mar 06 1.80 1.06 7.81
Aggressive Global Income The Lazy Team -3.22 Mar 06 3.91 8.54 11.30
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.26 Mar 06 3.98 6.06 18.02
Perfect Portfolio Ben Stein -3.28 Mar 06 2.40 7.01 12.30
Sheltered Sam 80/20 Bill Bernstein -3.28 Mar 06 2.83 7.95 12.91
Four Funds Bogleheads -3.29 Mar 06 1.65 5.02 10.37
Dedalo Eleven Dedalo Invest -3.30 Mar 06 1.54 4.97 10.65
US Stocks Equal Weight -3.33 Mar 06 3.48 7.44 9.58
Three Funds Bogleheads -3.34 Mar 06 1.68 5.06 10.54
Long Term Portfolio Ben Stein -3.38 Mar 06 2.13 6.23 10.68
Edge Select Aggressive Merrill Lynch -3.41 Mar 06 1.55 5.18 10.96
Ideal Index Frank Armstrong -3.41 Mar 06 2.86 7.33 11.08
All Country World 80/20 -3.43 Mar 06 1.63 4.97 10.27
LifeStrategy Growth Fund Vanguard -3.46 Mar 06 1.79 5.32 10.76
Second Grader's Starter Paul Farrell -3.47 Mar 06 1.47 5.00 10.84
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -3.49 Mar 06 6.44 13.21 33.69
Stocks/Bonds 60/40 2x Leveraged -3.51 Mar 06 0.46 0.65 8.81
Mid-Fifties Burton Malkiel -3.52 Mar 06 2.49 5.82 10.95
All Weather Portfolio 2x Leveraged Ray Dalio -3.59 Mar 06 6.66 9.04 22.12
Developed World ex-US 40/60 -3.63 Mar 06 3.42 7.46 10.84
Sheltered Sam 90/10 Bill Bernstein -3.65 Mar 06 3.07 8.80 14.26
Talmud Portfolio 2x Leveraged Roger Gibson -3.71 Mar 06 4.68 4.49 8.68
Late Thirties to Early Forties Burton Malkiel -3.79 Mar 06 2.45 6.24 11.70
Gretchen Tai Portfolio Gretchen Tai -3.80 Mar 06 2.92 7.21 12.29
Stocks/Bonds 80/20 Momentum -3.82 Mar 06 -0.60 1.40 4.25
Developed World ex-US 40/60 Momentum -3.83 Mar 06 2.54 6.20 8.89
Mid-Twenties Burton Malkiel -3.93 Mar 06 2.49 6.52 12.06
Gone Fishin' Portfolio Alexander Green -3.93 Mar 06 3.30 9.25 15.22
All Country World Stocks -4.00 Mar 06 1.64 5.77 11.79
Sheltered Sam 100/0 Bill Bernstein -4.02 Mar 06 3.31 9.65 15.61
Family Taxable Portfolio Ted Aronson -4.02 Mar 06 3.27 7.84 12.91
Robo Advisor 80 Value Tilt Betterment -4.08 Mar 06 2.97 8.04 13.64
Golden Butterfly 2x Leveraged Tyler -4.38 Mar 06 5.91 13.52 31.21
Robo Advisor 90 Value Tilt Betterment -4.40 Mar 06 3.10 8.74 14.74
US Stocks Momentum -4.54 Mar 06 -1.15 1.36 4.32
Robo Advisor 100 Value Tilt Betterment -4.65 Mar 06 2.83 8.55 14.46
Developed World ex-US 60/40 -4.77 Mar 06 4.33 10.35 14.71
Ultimate Buy and Hold Strategy Paul Merriman -4.81 Mar 06 3.96 10.84 15.42
Developed World ex-US 60/40 Momentum -5.08 Mar 06 3.03 8.46 11.77
Developed World ex-US 80/20 -5.92 Mar 06 5.23 13.20 18.50
European Stocks -6.57 Mar 06 3.05 11.64 16.26
Developed World ex-US Stocks -7.06 Mar 06 6.10 16.01 22.25
Developed World ex-US Stocks Momentum -7.57 Mar 06 3.99 12.87 17.35
Emerging Markets Stocks -8.41 Mar 06 5.89 16.85 27.31