Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 12 2024, 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 Mar 24
Ticker Asset Class Apr 24 Time(ET) 1M 3M 6M
GLD
Gold 5.43 Apr 12, 04:00PM 8.67 7.61 19.99
DBC
Commodities 3.27 Apr 12, 04:00PM 4.46 4.22 -3.48
BIL
US Cash 0.20 Apr 12, 04:00PM 0.41 1.29 2.64
BNDX
International Bonds -0.45 Apr 12, 04:00PM 1.12 -0.02 6.59
TIP
TIPS -1.14 Apr 12, 04:00PM 0.65 -0.07 4.44
HYG
High Yield Bonds -1.25 Apr 12, 04:00PM 1.09 1.51 8.72
QQQ
US Technology -1.29 Apr 12, 04:00PM 1.27 8.56 24.41
EEM
Emerging Markets -1.34 Apr 12, 04:00PM 2.73 2.16 10.33
EMB
Emerg. Market Bonds -1.52 Apr 12, 04:00PM 1.99 1.54 11.43
BND
US Total Bond Market -1.68 Apr 12, 04:00PM 0.85 -0.69 5.87
LQD
Invest. Grade Bonds -2.26 Apr 12, 04:00PM 1.54 -0.87 9.13
SPY
US Large Cap -2.34 Apr 12, 04:00PM 3.27 10.39 23.24
CWB
US Convertible Bonds -2.36 Apr 12, 04:00PM 2.08 1.54 8.97
PFF
Preferred Stocks -2.57 Apr 12, 04:00PM 0.69 4.45 10.59
VT
World All Countries -2.62 Apr 12, 04:00PM 3.19 7.82 19.99
VTI
US Total Stock Market -2.65 Apr 12, 04:00PM 2.90 9.56 22.88
FLLA
Latin America -3.11 Apr 12, 03:29PM 0.75 -4.08 12.77
VPL
Pacific -3.17 Apr 12, 04:00PM 3.12 5.96 16.25
EFA
EAFE Stocks -3.28 Apr 12, 04:00PM 3.38 5.99 17.34
VGK
Europe -3.37 Apr 12, 04:00PM 3.82 5.02 17.73
TLT
Long Term Treasuries -4.26 Apr 12, 04:00PM 0.78 -3.71 8.74
IJR
US Small Cap -5.44 Apr 12, 04:00PM 3.26 2.40 17.83
VNQ
US REITs -5.52 Apr 12, 04:00PM 1.09 -2.13 15.70
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 24) 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 24
Portfolio Author Apr 24 Time(ET) 1M 3M 6M
Gold 5.43 Apr 12, 04:00PM 8.67 7.61 19.99
Gold Pivot Ptf Aim Ways 1.11 Apr 12, 04:00PM 3.79 4.60 15.01
US Cash 0.20 Apr 12, 04:00PM 0.41 1.29 2.64
Permanent Portfolio Harry Browne -0.32 Apr 12, 04:00PM 3.19 3.69 13.45
Short Term Treasury -0.37 Apr 12, 04:00PM 0.34 0.27 2.78
Simplified Permanent Portfolio -0.40 Apr 12, 04:00PM 3.26 3.65 13.23
Robo Advisor 0 Betterment -0.41 Apr 12, 04:00PM 0.36 0.23 2.93
Total Bond Developed World ex-US -0.45 Apr 12, 04:00PM 1.12 -0.02 6.59
Shield Strategy Aim Ways -0.50 Apr 12, 04:00PM 3.17 5.16 16.40
Permanent Portfolio with Bitcoin Harry Browne -0.51 Apr 12, 04:58PM 3.41 4.82 16.20
Paul Boyer Portfolio Paul Boyer -0.65 Apr 12, 04:00PM 3.21 1.61 11.29
Sheltered Sam 0/100 Bill Bernstein -0.68 Apr 12, 04:00PM 0.46 0.13 3.43
Simplified Permanent Portfolio 2x Leveraged -0.68 Apr 12, 04:00PM 6.65 6.02 24.07
Aim comfortable trip Aim Ways -0.70 Apr 12, 04:00PM 2.90 3.12 12.53
Ulcer Free Strategy Aim Ways -0.72 Apr 12, 04:00PM 1.96 1.21 9.20
Robo Advisor 10 Betterment -0.76 Apr 12, 04:00PM 0.77 0.83 4.98
Dimensional Retirement Income Fund DFA -0.84 Apr 11 1.17 2.16 7.17
Sheltered Sam 10/90 Bill Bernstein -0.97 Apr 12, 04:00PM 0.79 0.66 4.87
Desert Portfolio Gyroscopic Investing -1.01 Apr 12, 04:00PM 2.01 3.24 11.16
Developed World ex-US 20/80 -1.01 Apr 12, 04:00PM 1.64 1.06 8.65
Marc Faber Portfolio Marc Faber -1.04 Apr 12, 04:00PM 3.40 3.00 15.11
Robo Advisor 20 Betterment -1.13 Apr 12, 04:00PM 1.20 1.45 7.07
US Inflation Protection -1.14 Apr 12, 04:00PM 0.65 -0.07 4.44
Desert Portfolio with Bitcoin Gyroscopic Investing -1.19 Apr 12, 04:58PM 2.24 4.37 13.87
Conservative Income Charles Schwab -1.21 Apr 12, 04:00PM 0.74 0.03 5.49
All Country World Bonds -1.22 Apr 12, 04:00PM 1.12 -0.12 6.95
Sheltered Sam 20/80 Bill Bernstein -1.25 Apr 12, 04:00PM 1.11 1.19 6.30
Technology -1.29 Apr 12, 04:00PM 1.27 8.56 24.41
Edge Select Conservative Merrill Lynch -1.33 Apr 12, 04:00PM 1.36 1.66 8.21
Emerging Markets Stocks -1.34 Apr 12, 04:00PM 2.73 2.16 10.33
Eliminate Fat Tails Larry Swedroe -1.35 Apr 12, 04:00PM 1.26 1.11 6.64
In Saecula Saeculorum Fulvio Marchese -1.47 Apr 12, 04:00PM 2.60 4.70 14.97
Developed World ex-US 40/60 Momentum -1.49 Apr 12, 04:00PM 2.89 5.75 14.22
All Country World 20/80 -1.50 Apr 12, 04:00PM 1.55 1.47 9.57
Sheltered Sam 30/70 Bill Bernstein -1.54 Apr 12, 04:00PM 1.43 1.72 7.74
Developed World ex-US 40/60 -1.58 Apr 12, 04:00PM 2.15 2.13 10.71
PISI Portfolio Davide Pisicchio -1.58 Apr 12, 04:00PM 2.28 2.89 12.31
LifeStrategy Income Fund Vanguard -1.58 Apr 12, 04:00PM 1.38 1.15 8.85
7Twelve Portfolio Craig Israelsen -1.63 Apr 12, 04:00PM 2.36 3.79 9.67
Golden Butterfly Tyler -1.65 Apr 12, 04:00PM 3.22 2.76 13.99
Dynamic 40/60 Income -1.67 Apr 12, 04:00PM 1.42 3.47 11.29
Total Bond US -1.68 Apr 12, 04:00PM 0.85 -0.69 5.87
Stocks/Bonds 20/80 Momentum -1.71 Apr 12, 04:00PM 1.32 3.35 11.39
Four Square Scott Burns -1.73 Apr 12, 04:00PM 2.03 3.58 12.31
Stocks/Bonds 40/60 Momentum -1.74 Apr 12, 04:00PM 1.76 7.39 17.02
Six Ways from Sunday Scott Burns -1.77 Apr 12, 04:00PM 3.31 4.29 12.00
Stocks/Bonds 60/40 Momentum -1.78 Apr 12, 04:00PM 2.17 11.43 22.75
Five Asset Roger Gibson -1.78 Apr 12, 04:00PM 2.56 3.20 11.33
All Country World 40/60 -1.78 Apr 12, 04:00PM 1.97 3.06 12.18
Edge Select Moderately Conservative Merrill Lynch -1.79 Apr 12, 04:00PM 1.72 2.62 11.69
Rob Arnott Portfolio Rob Arnott -1.79 Apr 12, 04:00PM 1.84 1.13 9.51
Stocks/Bonds 80/20 Momentum -1.81 Apr 12, 04:00PM 2.55 15.48 28.59
High Yield Bonds Income -1.82 Apr 12, 04:00PM 1.55 0.79 10.28
Sheltered Sam 40/60 Bill Bernstein -1.83 Apr 12, 04:00PM 1.75 2.25 9.19
GAA Global Asset Allocation Mebane Faber -1.84 Apr 12, 04:00PM 2.40 2.71 12.53
Golden Butterfly with Bitcoin -1.84 Apr 12, 04:58PM 3.44 3.89 16.74
US Stocks Momentum -1.84 Apr 12, 04:00PM 2.91 19.52 34.54
LifeStrategy Conservative Growth Vanguard -1.85 Apr 12, 04:00PM 1.82 2.78 11.60
Stocks/Bonds 20/80 -1.87 Apr 12, 04:00PM 1.28 1.36 9.30
Couch Potato Scott Burns -1.90 Apr 12, 04:00PM 1.81 4.74 13.73
Perfect Portfolio Ben Stein -1.92 Apr 12, 04:00PM 2.85 6.03 15.29
Ivy Portfolio Mebane Faber -1.93 Apr 12, 04:00PM 2.57 4.31 11.64
Developed World ex-US 60/40 Momentum -2.01 Apr 12, 04:00PM 3.73 8.64 18.09
Warren Buffett Portfolio Warren Buffett -2.02 Apr 12, 04:00PM 2.41 8.94 21.03
Edge Select Moderate Merrill Lynch -2.02 Apr 12, 04:00PM 2.04 3.80 13.82
All Weather Portfolio Ray Dalio -2.04 Apr 12, 04:00PM 2.27 2.18 12.15
Lifepath Fund iShares -2.06 Apr 12, 04:00PM 1.69 2.58 11.40
All Country World 60/40 -2.06 Apr 12, 04:00PM 2.39 4.65 14.79
Stocks/Bonds 40/60 -2.07 Apr 12, 04:00PM 1.71 3.41 12.72
Robo Advisor 50 Betterment -2.09 Apr 12, 04:00PM 2.31 3.33 12.67
Seven Value Scott Burns -2.09 Apr 12, 04:00PM 3.58 5.06 13.09
Andrew Tobias Portfolio Andrew Tobias -2.10 Apr 12, 04:00PM 2.23 5.27 14.35
Stocks/Bonds 40/60 with Bitcoin -2.10 Apr 12, 04:58PM 2.07 4.60 15.54
Edge Select Moderately Aggressive Merrill Lynch -2.10 Apr 12, 04:00PM 2.35 5.18 16.02
Larry Portfolio Larry Swedroe -2.11 Apr 12, 04:00PM 1.21 -0.12 6.87
Sheltered Sam 50/50 Bill Bernstein -2.12 Apr 12, 04:00PM 2.07 2.77 10.64
Pinwheel -2.12 Apr 12, 04:00PM 2.69 3.03 13.77
LifeStrategy Moderate Growth Vanguard -2.12 Apr 12, 04:00PM 2.25 4.41 14.35
Stocks/Bonds 40/60 ESG -2.13 Apr 12, 04:00PM 1.63 3.47 13.46
Developed World ex-US 60/40 -2.14 Apr 12, 04:00PM 2.66 3.20 12.78
Margaritaville Scott Burns -2.16 Apr 12, 04:00PM 2.33 4.83 14.32
Sandwich Portfolio Bob Clyatt -2.16 Apr 12, 04:00PM 1.75 2.50 11.38
Robust Alpha Architect -2.18 Apr 12, 04:00PM 2.71 7.73 16.98
10-year Treasury -2.20 Apr 12, 04:00PM 0.73 -1.30 5.02
All Weather Portfolio with Bitcoin Ray Dalio -2.20 Apr 12, 04:58PM 2.54 3.34 15.13
Dedalo Four Dedalo Invest -2.20 Apr 12, 04:00PM 2.63 7.21 18.90
Edge Select Aggressive Merrill Lynch -2.24 Apr 12, 04:00PM 2.65 6.27 17.85
Stocks/Bonds 60/40 -2.26 Apr 12, 04:00PM 2.12 5.46 16.12
Dedalo Eleven Dedalo Invest -2.27 Apr 12, 04:00PM 2.53 5.81 16.82
Stocks/Bonds 60/40 with Bitcoin -2.30 Apr 12, 04:58PM 2.47 6.65 18.93
Gone Fishin' Portfolio Alexander Green -2.31 Apr 12, 04:00PM 2.63 3.32 13.90
All Country World 80/20 -2.34 Apr 12, 04:00PM 2.79 6.24 17.39
Stocks/Bonds 60/40 ESG -2.38 Apr 12, 04:00PM 2.04 5.59 17.22
LifeStrategy Growth Fund Vanguard -2.39 Apr 12, 04:00PM 2.66 6.05 17.09
Sheltered Sam 60/40 Bill Bernstein -2.41 Apr 12, 04:00PM 2.38 3.30 12.09
Simple Path to Wealth JL Collins -2.41 Apr 12, 04:00PM 2.42 7.00 18.66
Four Funds Bogleheads -2.41 Apr 12, 04:00PM 2.62 6.16 17.07
Simple and Cheap Time Inc -2.43 Apr 12, 04:00PM 2.04 3.42 13.89
Global Market Portfolio Credit Suisse -2.44 Apr 12, 04:00PM 2.03 2.06 12.66
Stocks/Bonds 80/20 -2.46 Apr 12, 04:00PM 2.51 7.51 19.50
Coward's Portfolio Bill Bernstein -2.46 Apr 12, 04:00PM 2.10 3.23 11.97
Three Funds Bogleheads -2.47 Apr 12, 04:00PM 2.64 6.10 17.21
Dynamic 60/40 Income -2.47 Apr 12, 04:00PM 1.24 2.73 12.08
Ultimate Buy&Hold FundAdvice -2.48 Apr 12, 04:00PM 2.09 2.06 11.09
Five Fold Scott Burns -2.49 Apr 12, 04:00PM 1.85 2.44 12.92
Big Rocks Portfolio Larry Swedroe -2.50 Apr 12, 04:00PM 2.14 2.57 11.27
US Stocks Quality -2.56 Apr 12, 04:00PM 2.77 11.95 25.46
Second Grader's Starter Paul Farrell -2.56 Apr 12, 04:00PM 2.84 7.13 18.90
Simple Money Portfolio Tim Maurer -2.58 Apr 12, 04:00PM 2.42 2.40 11.28
One-Decision Portfolio Marvin Appel -2.60 Apr 12, 04:00PM 1.66 1.87 11.88
Gretchen Tai Portfolio Gretchen Tai -2.60 Apr 12, 04:00PM 2.48 3.99 14.59
All Country World Stocks -2.62 Apr 12, 04:00PM 3.19 7.82 19.99
Dedalo Three Dedalo Invest -2.64 Apr 12, 04:00PM 2.98 9.04 22.01
US Stocks -2.65 Apr 12, 04:00PM 2.90 9.56 22.88
No Brainer Portfolio Bill Bernstein -2.67 Apr 12, 04:00PM 2.40 4.36 14.70
Weird Portfolio Value Stock Geek -2.68 Apr 12, 04:00PM 3.49 0.83 14.81
Tilt Toward Value Time Inc -2.69 Apr 12, 04:00PM 2.16 3.18 13.76
Sheltered Sam 70/30 Bill Bernstein -2.69 Apr 12, 04:00PM 2.70 3.83 13.55
Core Four Rick Ferri -2.69 Apr 12, 04:00PM 2.48 5.45 17.07
Mid-Twenties Burton Malkiel -2.70 Apr 12, 04:00PM 2.54 5.15 16.63
Developed World ex-US 80/20 -2.70 Apr 12, 04:00PM 3.16 4.27 14.85
Robo Advisor 80 Betterment -2.71 Apr 12, 04:00PM 3.04 5.21 16.07
Jane Bryant Quinn Portfolio Jane Bryant Quinn -2.72 Apr 12, 04:00PM 2.26 4.54 15.73
Late Thirties to Early Forties Burton Malkiel -2.73 Apr 12, 04:00PM 2.49 5.03 16.46
Lazy Portfolio David Swensen -2.73 Apr 12, 04:00PM 1.92 3.17 14.01
Long Term Portfolio Ben Stein -2.74 Apr 12, 04:00PM 2.36 4.33 14.99
Ideal Index Frank Armstrong -2.77 Apr 12, 04:00PM 2.40 3.22 12.71
Late Sixties and Beyond Burton Malkiel -2.77 Apr 12, 04:00PM 2.13 3.75 14.78
Golden Butterfly 2x Leveraged -2.77 Apr 12, 04:00PM 6.48 5.20 25.51
Mid-Fifties Burton Malkiel -2.81 Apr 12, 04:00PM 2.37 4.47 15.93
Yale Endowment David Swensen -2.82 Apr 12, 04:00PM 1.96 3.24 14.27
Nano Portfolio John Wasik -2.85 Apr 12, 04:00PM 1.80 2.53 13.22
US Stocks ESG -2.88 Apr 12, 04:00PM 2.82 9.83 24.68
Robo Advisor 90 Betterment -2.91 Apr 12, 04:00PM 3.27 5.91 17.25
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.98 Apr 12, 04:00PM 4.61 4.59 21.52
Sheltered Sam 80/20 Bill Bernstein -2.98 Apr 12, 04:00PM 3.01 4.36 15.01
Family Taxable Portfolio Ted Aronson -2.99 Apr 12, 04:00PM 2.37 3.49 14.49
Developed World ex-US Stocks Momentum -3.06 Apr 12, 03:59PM 5.32 14.41 25.94
Robo Advisor 100 Betterment -3.12 Apr 12, 04:00PM 3.43 6.76 18.59
Developed World ex-US Stocks -3.27 Apr 12, 04:00PM 3.66 5.35 16.93
Sheltered Sam 90/10 Bill Bernstein -3.27 Apr 12, 04:00PM 3.33 4.89 16.47
Talmud Portfolio Roger Gibson -3.28 Apr 12, 04:00PM 1.65 2.25 14.76
Coffeehouse Bill Schultheis -3.30 Apr 12, 04:00PM 2.25 2.20 13.07
European Stocks -3.37 Apr 12, 04:00PM 3.82 5.02 17.73
Ultimate Buy and Hold Strategy Paul Merriman -3.54 Apr 12, 04:00PM 3.31 3.67 16.06
Sheltered Sam 100/0 Bill Bernstein -3.56 Apr 12, 04:00PM 3.64 5.42 17.94
Aggressive Global Income -3.56 Apr 12, 04:00PM 3.39 3.17 13.34
Cape US Sector Value Robert Shiller -3.65 Apr 12, 03:59PM 2.38 5.54 19.06
US Stocks Minimum Volatility -3.73 Apr 12, 04:00PM 3.14 7.58 16.63
US Stocks Equal Weight -4.36 Apr 12, 04:00PM 4.47 7.78 20.50
All Weather Portfolio 2x Leveraged Ray Dalio -4.41 Apr 12, 04:00PM 5.57 4.31 23.33
US Stocks Value -4.44 Apr 12, 04:00PM 4.69 7.77 22.40
Stocks/Bonds 40/60 2x Leveraged -4.56 Apr 12, 04:00PM 3.56 5.22 22.47
Stocks/Bonds 60/40 2x Leveraged -4.70 Apr 12, 04:00PM 4.44 9.95 30.31
Ark Tech Portfolio Cathie Wood -6.53 Apr 12, 04:00PM -1.43 -3.04 21.97
Talmud Portfolio 2x Leveraged Roger Gibson -7.01 Apr 12, 04:00PM 3.62 3.82 27.57