Last Update - Sep 09 2024 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 Aug 24
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | Sep 24▾ | Time(ET) | 1M | 3M | 6M |
|
TLT
|
US Long Term Treasuries | 3.96 | Sep 09 | 2.11 | 7.74 | 4.51 |
|
LQD
|
US Invest. Grade Bonds | 1.60 | Sep 09 | 1.87 | 5.18 | 5.63 |
|
BND
|
US Total Bond Market | 1.37 | Sep 09 | 1.45 | 4.75 | 4.83 |
|
PFF
|
US Preferred Stocks | 1.25 | Sep 09 | 2.57 | 3.51 | 3.70 |
|
BNDX
|
International Bonds | 0.95 | Sep 09 | 0.51 | 3.29 | 3.28 |
|
VNQ
|
US REITs | 0.93 | Sep 09 | 5.22 | 15.70 | 13.54 |
|
TIP
|
US TIPS | 0.83 | Sep 09 | 0.80 | 3.32 | 4.05 |
|
HYG
|
US High Yield Bonds | 0.71 | Sep 06 | 1.55 | 4.43 | 5.85 |
|
EMB
|
Emerg. Market Bonds | 0.48 | Sep 09 | 2.27 | 4.75 | 6.98 |
|
GLD
|
Gold | 0.13 | Sep 09 | 2.09 | 7.43 | 22.18 |
|
BIL
|
US Cash | 0.12 | Sep 09 | 0.46 | 1.32 | 2.64 |
|
FLLA
|
Latin America | -1.06 | Sep 09 | 2.78 | -3.47 | -9.07 |
|
CWB
|
US Convertible Bonds | -1.40 | Sep 09 | 1.15 | 4.11 | 4.55 |
|
VPL
|
Pacific | -2.80 | Sep 09 | 1.58 | 5.09 | 5.85 |
|
EEM
|
Emerging Markets | -2.86 | Sep 09 | 0.98 | 4.50 | 9.20 |
|
EFA
|
EAFE Stocks | -2.87 | Sep 09 | 3.26 | 4.00 | 9.29 |
|
VGK
|
Europe | -3.00 | Sep 09 | 3.61 | 3.10 | 11.03 |
|
VT
|
World All Countries | -3.02 | Sep 09 | 2.33 | 6.01 | 10.33 |
|
SPY
|
US Large Cap | -3.06 | Sep 09 | 2.34 | 7.23 | 11.65 |
|
VTI
|
US Total Stock Market | -3.27 | Sep 09 | 2.13 | 7.27 | 10.99 |
|
DBC
|
Commodities | -3.53 | Sep 09 | -2.08 | -4.99 | 0.55 |
|
QQQ
|
US Technology | -4.58 | Sep 09 | 1.10 | 5.84 | 8.81 |
|
IJR
|
US Small Cap | -5.40 | Sep 09 | -1.55 | 6.63 | 9.25 |
| 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 Sep 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.
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 Aug 24
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Sep 24▾ | Time(ET) | 1M | 3M | 6M | |
| 10-year Treasury | 1.78 | Sep 09 | 1.35 | 5.55 | 4.85 | ||
| Total Bond US | 1.37 | Sep 09 | 1.45 | 4.75 | 4.83 | ||
| All Country World Bonds | 1.09 | Sep 09 | 1.25 | 4.24 | 4.61 | ||
| Total Bond Developed World ex-US | 0.95 | Sep 09 | 0.51 | 3.29 | 3.28 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | 0.93 | Sep 09 | 2.95 | 11.13 | 13.63 | |
| High Yield Bonds Income | 0.91 | Sep 09 | 1.91 | 4.84 | 6.10 | ||
| Conservative Income | Charles Schwab | 0.87 | Sep 09 | 1.24 | 4.04 | 4.55 | |
| US Inflation Protection | 0.83 | Sep 09 | 0.80 | 3.32 | 4.05 | ||
| Sheltered Sam 0/100 | Bill Bernstein | 0.66 | Sep 09 | 0.85 | 2.91 | 3.58 | |
| Robo Advisor 0 | Betterment | 0.58 | Sep 09 | 0.93 | 2.76 | 3.40 | |
| Short Term Treasury | 0.56 | Sep 09 | 0.89 | 2.64 | 3.27 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.53 | Sep 09, 09:57PM | 1.41 | 5.58 | 7.17 | |
| All Weather Portfolio | Ray Dalio | 0.52 | Sep 09 | 1.67 | 6.07 | 7.57 | |
| Stocks/Bonds 20/80 | 0.44 | Sep 09 | 1.60 | 5.30 | 6.14 | ||
| LifeStrategy Income Fund | Vanguard | 0.39 | Sep 09 | 1.41 | 4.73 | 5.64 | |
| Sheltered Sam 10/90 | Bill Bernstein | 0.34 | Sep 09 | 0.98 | 3.38 | 4.36 | |
| Robo Advisor 10 | Betterment | 0.28 | Sep 09 | 1.10 | 3.26 | 4.26 | |
| Stocks/Bonds 20/80 Momentum | 0.27 | Sep 09 | 1.89 | 5.02 | 5.67 | ||
| All Country World 20/80 | 0.27 | Sep 09 | 1.48 | 4.63 | 5.81 | ||
| Permanent Portfolio | Harry Browne | 0.24 | Sep 09 | 1.72 | 5.96 | 10.11 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.22 | Sep 09, 09:57PM | 1.42 | 5.37 | 9.48 | |
| Developed World ex-US 20/80 | 0.19 | Sep 09 | 1.01 | 3.50 | 4.50 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 0.18 | Sep 09 | 3.10 | 11.24 | 14.86 | |
| Simplified Permanent Portfolio 2x Leveraged | 0.17 | Sep 09 | 3.14 | 11.45 | 19.21 | ||
| Rob Arnott Portfolio | Rob Arnott | 0.16 | Sep 09 | 1.61 | 4.98 | 6.19 | |
| Gold | 0.13 | Sep 09 | 2.09 | 7.43 | 22.18 | ||
| Paul Boyer Portfolio | Paul Boyer | 0.13 | Sep 09 | 1.20 | 5.85 | 9.83 | |
| Ulcer Free Strategy | Aim Ways | 0.12 | Sep 09 | 1.11 | 4.87 | 6.81 | |
| US Cash | 0.12 | Sep 09 | 0.46 | 1.32 | 2.64 | ||
| Simplified Permanent Portfolio | 0.10 | Sep 09 | 1.76 | 6.51 | 10.75 | ||
| PISI Portfolio | Davide Pisicchio | 0.08 | Sep 09 | 1.73 | 6.27 | 8.58 | |
| Dynamic 60/40 Income | 0.04 | Sep 09 | 2.47 | 6.60 | 7.45 | ||
| Edge Select Conservative | Merrill Lynch | 0.02 | Sep 09 | 1.29 | 4.25 | 5.56 | |
| Global Market Portfolio | Credit Suisse | 0.01 | Sep 09 | 2.01 | 6.01 | 7.51 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.01 | Sep 09 | 1.11 | 3.84 | 5.14 | |
| Robo Advisor 20 | Betterment | -0.03 | Sep 09 | 1.26 | 3.76 | 5.12 | |
| Dynamic 40/60 Income | -0.05 | Sep 09 | 1.89 | 4.56 | 6.20 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | -0.08 | Sep 09 | 5.65 | 17.25 | 16.64 | |
| Marc Faber Portfolio | Marc Faber | -0.14 | Sep 09 | 2.77 | 8.32 | 12.72 | |
| Dimensional Retirement Income Fund | DFA | -0.20 | Sep 09 | 0.80 | 3.01 | 4.85 | |
| GAA Global Asset Allocation | Mebane Faber | -0.22 | Sep 09 | 1.88 | 5.55 | 7.75 | |
| Desert Portfolio | Gyroscopic Investing | -0.30 | Sep 09 | 1.58 | 5.61 | 8.17 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.32 | Sep 09 | 1.23 | 4.29 | 5.92 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | -0.32 | Sep 09, 09:57PM | 1.28 | 5.01 | 7.57 | |
| Talmud Portfolio | Roger Gibson | -0.32 | Sep 09 | 2.92 | 9.09 | 9.80 | |
| Weird Portfolio | Value Stock Geek | -0.33 | Sep 09 | 1.97 | 8.25 | 11.64 | |
| Larry Portfolio | Larry Swedroe | -0.36 | Sep 09 | 0.80 | 4.74 | 5.69 | |
| Gold Pivot Ptf | Aim Ways | -0.38 | Sep 09 | 1.58 | 5.79 | 11.48 | |
| Edge Select Moderately Conservative | Merrill Lynch | -0.45 | Sep 09 | 1.70 | 5.36 | 7.08 | |
| LifeStrategy Conservative Growth | Vanguard | -0.45 | Sep 09 | 1.65 | 5.12 | 6.88 | |
| Stocks/Bonds 40/60 2x Leveraged | -0.46 | Sep 09 | 3.17 | 11.25 | 12.81 | ||
| Stocks/Bonds 40/60 with Bitcoin | -0.48 | Sep 09, 09:57PM | 1.45 | 5.26 | 7.09 | ||
| Stocks/Bonds 40/60 | -0.48 | Sep 09 | 1.74 | 5.83 | 7.41 | ||
| Lifepath Fund | iShares | -0.49 | Sep 09 | 1.70 | 5.39 | 7.19 | |
| Odd-Stats Strategy | Aim Ways | -0.53 | Sep 09 | 2.12 | 7.06 | 9.22 | |
| All Country World 40/60 | -0.55 | Sep 09 | 1.71 | 4.99 | 6.98 | ||
| One-Decision Portfolio | Marvin Appel | -0.56 | Sep 09 | 1.90 | 6.64 | 7.81 | |
| Developed World ex-US 40/60 | -0.56 | Sep 09 | 1.50 | 3.70 | 5.71 | ||
| Nano Portfolio | John Wasik | -0.60 | Sep 09 | 2.58 | 6.89 | 8.56 | |
| Stocks/Bonds 40/60 ESG | -0.61 | Sep 09 | 1.70 | 5.89 | 6.99 | ||
| Five Fold | Scott Burns | -0.64 | Sep 09 | 2.26 | 6.74 | 8.30 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.65 | Sep 09 | 1.35 | 4.75 | 6.69 | |
| Golden Butterfly | Tyler | -0.69 | Sep 09 | 1.19 | 6.48 | 9.92 | |
| Golden Butterfly with Bitcoin | -0.71 | Sep 09, 09:57PM | 0.90 | 5.87 | 9.29 | ||
| In Saecula Saeculorum | Fulvio Marchese | -0.81 | Sep 09 | 1.83 | 6.23 | 9.37 | |
| Stocks/Bonds 40/60 Momentum | -0.83 | Sep 09 | 2.30 | 5.26 | 6.46 | ||
| Aim comfortable trip | Aim Ways | -0.87 | Sep 09 | 1.34 | 5.17 | 9.09 | |
| Shield Strategy | Aim Ways | -0.89 | Sep 09 | 1.94 | 6.37 | 10.88 | |
| Simple and Cheap | Time Inc | -0.90 | Sep 09 | 2.18 | 6.39 | 8.40 | |
| Eliminate Fat Tails | Larry Swedroe | -0.91 | Sep 09 | 0.34 | 3.29 | 5.09 | |
| Tilt Toward Value | Time Inc | -0.96 | Sep 09 | 2.02 | 6.56 | 8.41 | |
| Sheltered Sam 50/50 | Bill Bernstein | -0.97 | Sep 09 | 1.47 | 5.19 | 7.46 | |
| Robo Advisor 50 | Betterment | -1.00 | Sep 09 | 1.70 | 5.03 | 7.49 | |
| Four Square | Scott Burns | -1.03 | Sep 09 | 1.54 | 4.68 | 7.05 | |
| Lazy Portfolio | David Swensen | -1.04 | Sep 09 | 2.41 | 7.27 | 9.17 | |
| Sandwich Portfolio | Bob Clyatt | -1.06 | Sep 09 | 1.55 | 5.57 | 7.70 | |
| Yale Endowment | David Swensen | -1.07 | Sep 09 | 2.46 | 7.22 | 9.13 | |
| Aggressive Global Income | -1.14 | Sep 09 | 2.18 | 7.65 | 10.89 | ||
| Edge Select Moderate | Merrill Lynch | -1.15 | Sep 09 | 1.81 | 5.68 | 8.04 | |
| Developed World ex-US 40/60 Momentum | -1.16 | Sep 09 | 1.02 | 3.32 | 5.89 | ||
| Cape US Sector Value | Robert Shiller | -1.16 | Sep 09 | 2.94 | 7.44 | 7.63 | |
| Coffeehouse | Bill Schultheis | -1.17 | Sep 09 | 1.61 | 6.83 | 8.43 | |
| Late Sixties and Beyond | Burton Malkiel | -1.17 | Sep 09 | 2.60 | 7.08 | 9.31 | |
| Couch Potato | Scott Burns | -1.22 | Sep 09 | 1.51 | 5.39 | 7.64 | |
| Simple Money Portfolio | Tim Maurer | -1.22 | Sep 09 | 1.39 | 5.09 | 8.09 | |
| Ultimate Buy&Hold | FundAdvice | -1.26 | Sep 09 | 1.49 | 5.34 | 7.90 | |
| Sheltered Sam 60/40 | Bill Bernstein | -1.30 | Sep 09 | 1.58 | 5.64 | 8.22 | |
| LifeStrategy Moderate Growth | Vanguard | -1.30 | Sep 09 | 1.88 | 5.50 | 8.09 | |
| US Stocks Minimum Volatility | -1.31 | Sep 09 | 4.92 | 10.69 | 13.10 | ||
| Developed World ex-US 60/40 | -1.32 | Sep 09 | 1.98 | 3.89 | 6.90 | ||
| Pinwheel | -1.36 | Sep 09 | 1.99 | 6.65 | 9.95 | ||
| All Country World 60/40 | -1.38 | Sep 09 | 1.92 | 5.35 | 8.12 | ||
| Six Ways from Sunday | Scott Burns | -1.38 | Sep 09 | 1.50 | 5.29 | 8.20 | |
| Stocks/Bonds 60/40 with Bitcoin | -1.41 | Sep 09, 09:57PM | 1.59 | 5.77 | 8.31 | ||
| Stocks/Bonds 60/40 | -1.41 | Sep 09 | 1.88 | 6.33 | 8.64 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | -1.42 | Sep 09 | 2.33 | 6.57 | 9.03 | |
| Five Asset | Roger Gibson | -1.45 | Sep 09 | 1.83 | 5.19 | 7.82 | |
| Seven Value | Scott Burns | -1.49 | Sep 09 | 1.71 | 5.69 | 8.81 | |
| Big Rocks Portfolio | Larry Swedroe | -1.50 | Sep 09 | 1.30 | 5.35 | 7.74 | |
| Stocks/Bonds 60/40 ESG | -1.51 | Sep 09 | 1.85 | 6.44 | 8.16 | ||
| Ivy Portfolio | Mebane Faber | -1.52 | Sep 09 | 1.83 | 5.38 | 7.64 | |
| Gretchen Tai Portfolio | Gretchen Tai | -1.57 | Sep 09 | 2.06 | 5.71 | 8.64 | |
| Coward's Portfolio | Bill Bernstein | -1.60 | Sep 09 | 1.40 | 5.45 | 7.60 | |
| Sheltered Sam 70/30 | Bill Bernstein | -1.63 | Sep 09 | 1.70 | 6.07 | 8.99 | |
| Mid-Fifties | Burton Malkiel | -1.63 | Sep 09 | 2.56 | 6.96 | 9.71 | |
| Margaritaville | Scott Burns | -1.70 | Sep 09 | 1.86 | 5.14 | 8.30 | |
| 7Twelve Portfolio | Craig Israelsen | -1.70 | Sep 09 | 1.04 | 4.06 | 6.28 | |
| US Stocks Value | -1.72 | Sep 09 | 2.73 | 6.92 | 10.42 | ||
| Ideal Index | Frank Armstrong | -1.78 | Sep 09 | 1.67 | 5.67 | 8.30 | |
| Edge Select Moderately Aggressive | Merrill Lynch | -1.83 | Sep 09 | 1.94 | 5.93 | 8.92 | |
| Core Four | Rick Ferri | -1.85 | Sep 09 | 2.35 | 6.76 | 9.66 | |
| Gone Fishin' Portfolio | Alexander Green | -1.86 | Sep 09 | 1.41 | 5.49 | 8.86 | |
| Andrew Tobias Portfolio | Andrew Tobias | -1.86 | Sep 09 | 2.12 | 4.70 | 7.93 | |
| Stocks/Bonds 60/40 Momentum | -1.94 | Sep 09 | 2.67 | 5.48 | 7.19 | ||
| Sheltered Sam 80/20 | Bill Bernstein | -1.96 | Sep 09 | 1.81 | 6.51 | 9.75 | |
| Late Thirties to Early Forties | Burton Malkiel | -1.97 | Sep 09 | 2.46 | 6.70 | 9.81 | |
| Family Taxable Portfolio | Ted Aronson | -2.01 | Sep 09 | 1.09 | 5.67 | 7.87 | |
| Golden Butterfly 2x Leveraged | -2.04 | Sep 09 | 1.65 | 11.31 | 17.99 | ||
| Developed World ex-US 80/20 | -2.07 | Sep 09 | 2.45 | 4.07 | 8.09 | ||
| Mid-Twenties | Burton Malkiel | -2.09 | Sep 09 | 2.42 | 6.62 | 9.86 | |
| Simple Path to Wealth | JL Collins | -2.11 | Sep 09 | 1.98 | 6.69 | 9.54 | |
| Three Funds | Bogleheads | -2.14 | Sep 09 | 2.14 | 6.00 | 9.39 | |
| US Stocks Equal Weight | -2.14 | Sep 09 | 2.49 | 6.51 | 8.92 | ||
| LifeStrategy Growth Fund | Vanguard | -2.15 | Sep 09 | 2.09 | 5.86 | 9.27 | |
| Robust | Alpha Architect | -2.16 | Sep 09 | 2.06 | 5.39 | 7.91 | |
| Robo Advisor 80 | Betterment | -2.18 | Sep 09 | 1.92 | 5.70 | 9.17 | |
| Four Funds | Bogleheads | -2.20 | Sep 09 | 2.08 | 5.86 | 9.31 | |
| All Country World 80/20 | -2.20 | Sep 09 | 2.13 | 5.69 | 9.23 | ||
| Long Term Portfolio | Ben Stein | -2.21 | Sep 09 | 1.88 | 5.92 | 8.82 | |
| Developed World ex-US 60/40 Momentum | -2.22 | Sep 09 | 1.26 | 3.33 | 7.12 | ||
| Sheltered Sam 90/10 | Bill Bernstein | -2.29 | Sep 09 | 1.92 | 6.94 | 10.50 | |
| Perfect Portfolio | Ben Stein | -2.32 | Sep 09 | 1.82 | 5.14 | 8.91 | |
| Stocks/Bonds 80/20 | -2.34 | Sep 09 | 2.01 | 6.81 | 9.84 | ||
| Dedalo Four | Dedalo Invest | -2.36 | Sep 09 | 1.89 | 6.22 | 9.37 | |
| Stocks/Bonds 60/40 2x Leveraged | -2.38 | Sep 09 | 3.44 | 11.70 | 15.19 | ||
| Dedalo Eleven | Dedalo Invest | -2.42 | Sep 09 | 2.02 | 6.24 | 9.61 | |
| Edge Select Aggressive | Merrill Lynch | -2.51 | Sep 09 | 1.96 | 6.10 | 9.65 | |
| Robo Advisor 90 | Betterment | -2.58 | Sep 09 | 2.00 | 5.91 | 9.74 | |
| Second Grader's Starter | Paul Farrell | -2.61 | Sep 09 | 2.20 | 6.24 | 9.99 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -2.61 | Sep 09 | 1.79 | 6.40 | 10.48 | |
| Sheltered Sam 100/0 | Bill Bernstein | -2.61 | Sep 09 | 2.03 | 7.37 | 11.25 | |
| No Brainer Portfolio | Bill Bernstein | -2.64 | Sep 09 | 1.13 | 5.38 | 8.44 | |
| Warren Buffett Portfolio | Warren Buffett | -2.73 | Sep 09 | 2.37 | 7.04 | 10.71 | |
| Developed World ex-US Stocks | -2.82 | Sep 09 | 2.91 | 4.26 | 9.26 | ||
| Emerging Markets Stocks | -2.86 | Sep 09 | 0.98 | 4.50 | 9.20 | ||
| US Stocks Quality | -2.94 | Sep 09 | 3.49 | 7.48 | 11.40 | ||
| Robo Advisor 100 | Betterment | -2.98 | Sep 09 | 2.19 | 6.05 | 10.31 | |
| European Stocks | -3.00 | Sep 09 | 3.61 | 3.10 | 11.03 | ||
| All Country World Stocks | -3.02 | Sep 09 | 2.33 | 6.01 | 10.33 | ||
| Stocks/Bonds 80/20 Momentum | -3.04 | Sep 09 | 3.02 | 5.69 | 7.88 | ||
| Dedalo Three | Dedalo Invest | -3.19 | Sep 09 | 2.19 | 6.90 | 10.80 | |
| US Stocks | -3.27 | Sep 09 | 2.13 | 7.27 | 10.99 | ||
| US Stocks ESG | -3.31 | Sep 09 | 2.12 | 7.49 | 10.39 | ||
| US Stocks Momentum | -4.14 | Sep 09 | 3.35 | 5.88 | 8.53 | ||
| Developed World ex-US Stocks Momentum | -4.32 | Sep 09 | 1.69 | 3.35 | 9.45 | ||
| Technology | -4.58 | Sep 09 | 1.10 | 5.84 | 8.81 | ||
| Ark Tech Portfolio | Cathie Wood | -5.11 | Sep 09 | -0.47 | 5.53 | -6.53 | |
