Assets and Lazy Portfolios Short Term Returns

Last Update - Mar 28 2025 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 25
Ticker Asset Class Mar 25▾ Time(ET) 1M 3M 6M
GLD
Gold 7.90 Mar 28 1.82 7.20 13.83
FLLA
Latin America 6.72 Mar 28 -0.92 2.25 -8.50
VGK
Europe 1.52 Mar 28 4.00 7.57 0.33
EEM
Emerging Markets 1.30 Mar 28 1.15 1.57 1.31
EFA
EAFE Stocks 1.08 Mar 28 2.95 4.71 -0.35
DBC
Commodities 0.86 Mar 28 0.14 4.67 4.81
VPL
Pacific 0.48 Mar 28 0.58 -1.39 -3.85
BIL
US Cash 0.33 Mar 28 0.32 1.08 2.29
TIP
US TIPS 0.28 Mar 28 2.16 1.78 1.90
BND
US Total Bond Market -0.16 Mar 28 2.16 1.04 0.92
LQD
US Invest. Grade Bonds -0.65 Mar 28 2.37 0.21 0.70
BNDX
International Bonds -1.18 Mar 28 0.88 0.35 2.55
HYG
US High Yield Bonds -1.20 Mar 28 0.97 1.55 4.46
EMB
Emerg. Market Bonds -1.37 Mar 28 2.13 1.55 2.91
TLT
US Long Term Treasuries -2.17 Mar 28 5.70 -0.56 -2.20
CWB
US Convertible Bonds -2.60 Mar 28 -1.29 -2.70 7.66
PFF
US Preferred Stocks -2.61 Mar 28 0.68 -1.77 1.54
VNQ
US REITs -3.48 Mar 28 3.70 -3.41 0.50
VT
World All Countries -3.63 Mar 28 -0.41 -0.38 3.71
SPY
US Large Cap -6.20 Mar 28 -1.27 -1.06 6.09
VTI
US Total Stock Market -6.34 Mar 28 -1.89 -1.99 5.90
IJR
US Small Cap -6.68 Mar 28 -5.61 -10.83 -2.72
QQQ
US Technology -7.58 Mar 28 -2.70 -0.15 7.02
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 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 Feb 25
Portfolio Author Mar 25▾ Time(ET) 1M 3M 6M
Gold 7.90 Mar 28 1.82 7.20 13.83
European Stocks 1.52 Mar 28 4.00 7.57 0.33
Emerging Markets Stocks 1.30 Mar 28 1.15 1.57 1.31
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.91 Mar 28 2.33 2.30 7.47
Gold Pivot Ptf Aim Ways 0.85 Mar 28 0.77 2.77 7.58
Paul Boyer Portfolio Paul Boyer 0.85 Mar 28 1.49 0.89 3.47
Developed World ex-US Stocks 0.80 Mar 28 2.26 3.05 -0.79
Simplified Permanent Portfolio The Lazy Team 0.41 Mar 28 1.37 1.84 5.24
Developed World ex-US 80/20 0.40 Mar 28 2.00 2.53 -0.16
Robo Advisor 0 Betterment 0.39 Mar 28 0.78 1.37 1.78
Short Term Treasury 0.37 Mar 28 0.74 1.37 1.82
Cockroach Portfolio Tony Dong 0.36 Mar 28 2.56 1.25 3.48
Marc Faber Portfolio Marc Faber 0.35 Mar 28 1.95 1.42 4.83
Sheltered Sam 0/100 Bill Bernstein 0.33 Mar 28 1.31 1.55 1.86
US Cash 0.33 Mar 28 0.32 1.08 2.29
US Inflation Protection 0.28 Mar 28 2.16 1.78 1.90
Developed World ex-US Stocks Momentum 0.15 Mar 28 2.12 3.57 1.00
10-year Treasury 0.05 Mar 28 2.80 1.10 0.03
Developed World ex-US 60/40 0.00 Mar 28 1.72 1.99 0.49
Sheltered Sam 10/90 Bill Bernstein -0.02 Mar 28 1.16 1.13 1.93
Robo Advisor 10 Value Tilt Betterment -0.04 Mar 28 0.85 1.14 1.91
Permanent Portfolio Harry Browne -0.07 Mar 28 1.47 1.56 5.36
Total Bond US -0.16 Mar 28 2.16 1.04 0.92
Aim comfortable trip Aim Ways -0.17 Mar 28 0.62 1.18 4.42
Conservative Income Charles Schwab -0.25 Mar 28 1.63 0.95 1.76
Permanent Portfolio with Bitcoin Harry Browne -0.28 Mar 28, 10:58PM 1.06 1.15 6.41
Sheltered Sam 20/80 Bill Bernstein -0.37 Mar 28 1.00 0.73 2.00
Larry Portfolio Larry Swedroe -0.37 Mar 28 0.58 -0.49 0.31
Developed World ex-US 60/40 Momentum -0.38 Mar 28 1.64 2.26 1.46
Developed World ex-US 40/60 -0.39 Mar 28 1.45 1.45 1.15
Weird Portfolio Value Stock Geek -0.43 Mar 28 1.26 -1.34 1.80
Robo Advisor 20 Value Tilt Betterment -0.47 Mar 28 0.91 0.90 2.03
Eliminate Fat Tails Larry Swedroe -0.59 Mar 28 0.19 -0.54 1.27
Developed World ex-US 40/60 Momentum -0.65 Mar 28 1.39 1.61 1.76
Simple Money Portfolio Tim Maurer -0.66 Mar 28 0.56 -0.38 0.88
Ulcer Free Strategy Aim Ways -0.67 Mar 28 0.81 0.89 4.63
All Country World Bonds -0.70 Mar 28 1.71 0.88 1.79
Sheltered Sam 30/70 Bill Bernstein -0.72 Mar 28 0.85 0.34 2.07
Dimensional Retirement Income Fund DFA -0.72 Mar 28 0.96 1.04 2.25
Ultimate Buy&Hold FundAdvice -0.73 Mar 28 0.78 -0.37 0.93
Developed World ex-US 20/80 -0.79 Mar 28 1.17 0.91 1.84
Desert Portfolio Gyroscopic Investing -0.85 Mar 28 0.63 0.86 3.87
Edge Select Conservative Merrill Lynch -0.90 Mar 28 0.96 0.51 2.16
Aggressive Global Income The Lazy Team -0.90 Mar 28 1.01 -1.41 2.32
Pinwheel Tyler -0.96 Mar 28 0.77 -0.01 2.78
LifeStrategy Income Fund Vanguard -1.06 Mar 28 1.35 0.62 1.95
Desert Portfolio with Bitcoin Gyroscopic Investing -1.06 Mar 28, 10:58PM 0.22 0.43 4.91
Sheltered Sam 40/60 Bill Bernstein -1.07 Mar 28 0.70 -0.04 2.15
Margherita Portfolio Davide Pisicchio -1.07 Mar 28 0.50 0.63 4.28
Shield Strategy Aim Ways -1.09 Mar 28 0.61 1.52 5.92
PISI Portfolio Davide Pisicchio -1.15 Mar 28 1.23 0.67 3.53
Total Bond Developed World ex-US -1.18 Mar 28 0.88 0.35 2.55
Six Ways from Sunday Scott Burns -1.23 Mar 28 1.79 -0.79 2.19
7Twelve Portfolio Craig Israelsen -1.27 Mar 28 0.11 -0.04 2.32
GAA Global Asset Allocation Mebane Faber -1.28 Mar 28 1.67 0.87 2.60
All Country World 20/80 -1.29 Mar 28 1.28 0.59 2.21
Rob Arnott Portfolio Rob Arnott -1.35 Mar 28 1.87 0.53 1.94
Golden Butterfly Tyler -1.38 Mar 28 0.19 -0.84 3.90
Stocks/Bonds 20/80 -1.40 Mar 28 1.33 0.38 2.09
Sheltered Sam 50/50 Bill Bernstein -1.41 Mar 28 0.55 -0.40 2.22
Sandwich Portfolio Bob Clyatt -1.42 Mar 28 0.39 -0.44 1.51
High Yield Bonds Income The Lazy Team -1.49 Mar 28 1.89 0.98 2.82
Gone Fishin' Portfolio Alexander Green -1.50 Mar 28 0.18 -0.77 1.70
Ultimate Buy and Hold Strategy Paul Merriman -1.54 Mar 28 0.22 -1.57 0.59
Four Square Scott Burns -1.56 Mar 28 0.80 0.68 2.80
Seven Value Scott Burns -1.57 Mar 28 1.64 -0.91 2.49
Golden Butterfly with Bitcoin Tyler -1.59 Mar 28, 10:58PM -0.22 -1.23 4.93
US Stocks Minimum Volatility -1.59 Mar 28 2.85 0.48 4.50
Ideal Index Frank Armstrong -1.61 Mar 28 0.28 -1.02 1.11
Robo Advisor 50 Value Tilt Betterment -1.61 Mar 28 0.92 0.30 2.39
Ivy Portfolio Mebane Faber -1.62 Mar 28 0.90 0.60 2.73
Lifepath Fund iShares -1.62 Mar 28 1.02 0.32 2.17
Andrew Tobias Portfolio Andrew Tobias -1.63 Mar 28 0.61 1.30 2.68
LifeStrategy Conservative Growth Vanguard -1.64 Mar 28 0.93 0.42 2.46
Five Asset Roger Gibson -1.68 Mar 28 1.15 0.46 2.67
Big Rocks Portfolio Larry Swedroe -1.70 Mar 28 -0.11 -1.41 1.44
Edge Select Moderately Conservative Merrill Lynch -1.72 Mar 28 0.90 0.44 2.66
Nano Portfolio John Wasik -1.72 Mar 28 1.81 0.37 1.94
Odd-Stats Strategy Aim Ways -1.73 Mar 28 1.15 0.77 4.46
Margaritaville Scott Burns -1.73 Mar 28 0.75 0.79 2.94
Stocks/Bonds 20/80 Momentum -1.74 Mar 28 1.64 0.96 3.22
Four Seasons Portfolio Davide Pisicchio -1.74 Mar 28 0.14 0.29 4.79
Sheltered Sam 60/40 Bill Bernstein -1.76 Mar 28 0.41 -0.75 2.29
Gretchen Tai Portfolio Gretchen Tai -1.84 Mar 28 0.87 0.28 2.04
Global Market Portfolio Credit Suisse -1.85 Mar 28 1.85 0.24 1.87
All Country World 40/60 -1.87 Mar 28 0.85 0.32 2.60
Five Fold Scott Burns -1.94 Mar 28 1.38 -0.14 2.35
All Weather Portfolio Ray Dalio -2.05 Mar 28 2.08 0.43 2.94
Sheltered Sam 70/30 Bill Bernstein -2.11 Mar 28 0.26 -1.10 2.36
In Saecula Saeculorum Fulvio Marchese -2.11 Mar 28 0.31 0.16 4.59
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.12 Mar 28 2.31 0.37 4.14
Coward's Portfolio Bill Bernstein -2.17 Mar 28 -0.19 -1.27 1.84
Perfect Portfolio Ben Stein -2.17 Mar 28 0.33 0.09 3.15
All Weather Portfolio with Bitcoin Ray Dalio -2.19 Mar 28, 10:58PM 1.68 0.07 4.13
Simple and Cheap Time Money Inc -2.22 Mar 28 0.94 -0.08 2.59
LifeStrategy Moderate Growth Vanguard -2.23 Mar 28 0.52 0.23 2.95
Dynamic 40/60 Income The Lazy Team -2.23 Mar 28 0.52 0.08 3.41
Edge Select Moderate Merrill Lynch -2.23 Mar 28 0.52 0.17 2.96
Golden Butterfly 2x Leveraged Tyler -2.24 Mar 28 -0.27 -2.62 4.20
Lazy Portfolio David Swensen -2.28 Mar 28 1.11 -0.34 2.59
Robo Advisor 80 Value Tilt Betterment -2.30 Mar 28 0.27 -0.48 2.51
Yale Endowment David Swensen -2.31 Mar 28 1.14 -0.30 2.45
All Country World 60/40 -2.46 Mar 28 0.42 0.07 2.99
Tilt Toward Value Time Money Inc -2.46 Mar 28 0.70 -0.74 2.39
Sheltered Sam 80/20 Bill Bernstein -2.46 Mar 28 0.11 -1.43 2.44
Long Term Portfolio Ben Stein -2.51 Mar 28 0.04 -0.73 2.37
Late Sixties and Beyond Burton Malkiel -2.52 Mar 28 1.12 -0.09 2.80
Robo Advisor 90 Value Tilt Betterment -2.54 Mar 28 0.07 -0.67 2.60
Family Taxable Portfolio Ted Aronson -2.56 Mar 28 -0.11 -1.86 0.82
Mid-Twenties Burton Malkiel -2.57 Mar 28 0.65 0.15 3.09
Mid-Fifties Burton Malkiel -2.58 Mar 28 0.93 0.04 2.93
Late Thirties to Early Forties Burton Malkiel -2.61 Mar 28 0.71 0.12 3.09
Stocks/Bonds 40/60 with Bitcoin -2.62 Mar 28, 10:58PM 0.13 -0.51 4.40
Stocks/Bonds 40/60 -2.63 Mar 28 0.52 -0.25 3.16
One-Decision Portfolio Marvin Appel -2.64 Mar 28 0.51 -1.63 2.12
Coffeehouse Bill Schultheis -2.64 Mar 28 0.26 -2.16 1.19
Dynamic 60/40 Income The Lazy Team -2.65 Mar 28 0.83 -0.89 2.94
Robo Advisor 100 Value Tilt Betterment -2.72 Mar 28 0.07 -0.42 2.82
Jane Bryant Quinn Portfolio Jane Bryant Quinn -2.73 Mar 28 0.71 -0.16 2.90
Edge Select Moderately Aggressive Merrill Lynch -2.78 Mar 28 0.16 0.10 3.53
Capricciosa Portfolio Davide Pisicchio -2.79 Mar 28 -0.25 -0.37 4.59
Sheltered Sam 90/10 Bill Bernstein -2.81 Mar 28 -0.03 -1.75 2.51
LifeStrategy Growth Fund Vanguard -2.82 Mar 28 0.11 0.06 3.43
Robust Alpha Architect -2.84 Mar 28 0.57 0.32 4.60
Four Funds Bogleheads -2.86 Mar 28 0.10 0.09 3.56
Three Funds Bogleheads -2.90 Mar 28 0.10 0.01 3.47
No Brainer Portfolio Bill Bernstein -2.91 Mar 28 -1.07 -2.08 1.59
Stocks/Bonds 40/60 ESG -2.96 Mar 28 0.23 -0.24 3.23
Couch Potato Scott Burns -3.03 Mar 28 0.12 -0.18 4.16
All Country World 80/20 -3.04 Mar 28 0.00 -0.16 3.35
Core Four Rick Ferri -3.11 Mar 28 0.31 -0.37 3.37
Sheltered Sam 100/0 Bill Bernstein -3.16 Mar 28 -0.18 -2.06 2.59
Dedalo Eleven Dedalo Invest -3.25 Mar 28 -0.24 -0.43 3.54
Edge Select Aggressive Merrill Lynch -3.26 Mar 28 -0.24 -0.17 3.79
Stocks/Bonds 40/60 Momentum -3.31 Mar 28 1.14 0.95 5.39
Talmud Portfolio Roger Gibson -3.33 Mar 28 1.30 -1.45 2.67
Second Grader's Starter Paul Farrell -3.52 Mar 28 -0.30 -0.28 3.96
All Country World Stocks -3.63 Mar 28 -0.41 -0.38 3.71
Stocks/Bonds 60/40 with Bitcoin -3.85 Mar 28, 10:58PM -0.67 -1.10 5.33
Stocks/Bonds 60/40 -3.87 Mar 28 -0.29 -0.85 4.15
US Stocks Value -3.88 Mar 28 0.15 -3.98 1.79
All Weather Portfolio 2x Leveraged Ray Dalio -3.89 Mar 28 4.70 -1.29 2.42
Pepperoni Portfolio Davide Pisicchio -3.91 Mar 28 -0.73 -0.74 4.57
US Stocks Equal Weight -4.19 Mar 28 -0.58 -3.63 3.22
Stocks/Bonds 60/40 ESG -4.35 Mar 28 -0.68 -0.77 4.28
Dedalo Four Dedalo Invest -4.63 Mar 28 -0.98 -1.18 4.76
Simple Path to Wealth JL Collins -4.79 Mar 28 -0.90 -1.29 4.84
Cape US Sector Value Robert Shiller -4.87 Mar 28 2.09 -0.93 8.75
Stocks/Bonds 60/40 Momentum -4.89 Mar 28 0.64 1.00 7.45
Stocks/Bonds 40/60 2x Leveraged -5.00 Mar 28 1.73 -1.27 2.69
Stocks/Bonds 80/20 -5.10 Mar 28 -1.10 -1.43 5.06
Dedalo Three Dedalo Invest -5.52 Mar 28 -1.45 -1.51 5.28
Warren Buffett Portfolio Warren Buffett -5.68 Mar 28 -1.25 -0.81 6.05
Diavola Portfolio Davide Pisicchio -5.97 Mar 28 -1.77 -1.22 5.79
US Stocks -6.34 Mar 28 -1.89 -1.99 5.90
US Stocks Quality -6.38 Mar 28 -0.98 -1.71 2.75
Stocks/Bonds 80/20 Momentum -6.46 Mar 28 0.16 1.10 9.42
Talmud Portfolio 2x Leveraged Roger Gibson -6.65 Mar 28 3.30 -3.61 1.88
US Stocks ESG -7.11 Mar 28 -2.46 -1.81 6.11
Stocks/Bonds 60/40 2x Leveraged -7.56 Mar 28 0.08 -2.24 4.84
Technology -7.58 Mar 28 -2.70 -0.15 7.02
US Stocks Momentum -8.04 Mar 28 -0.32 1.23 11.30
Ark Tech Portfolio Cathie Wood -10.71 Mar 28 -10.48 -2.96 22.84