Last Update - Jul 22 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 Jun 26
Ticker Asset Class Jul 26▾ Time(ET) 1M 3M 6M
DBC
Commodities 11.82 Jul 22 -9.57 -7.91 19.23
GLD
Gold 3.59 Jul 22 -11.68 -14.39 -7.05
VNQ
US REITs 2.80 Jul 22 1.65 9.67 11.11
EFA
EAFE Stocks 0.58 Jul 22 0.69 8.64 9.89
SPY
US Large Cap Blend 0.40 Jul 22 -1.03 15.12 10.09
PFF
US Preferred Stocks 0.35 Jul 22 -2.97 1.93 0.48
BIL
US Cash 0.23 Jul 22 0.27 0.88 1.74
VTI
US Total Stock Market 0.00 Jul 22 -0.39 15.68 11.04
HYG
US High Yield Bonds -0.07 Jul 22 0.09 2.05 1.69
VT
World All Countries -0.32 Jul 22 -0.38 13.88 11.93
TIP
US TIPS -0.44 Jul 22 -0.46 0.82 1.23
EMB
Emerg. Market Bonds -0.86 Jul 22 0.43 4.05 2.38
BND
US Total Bond Market -0.95 Jul 22 0.27 0.70 0.75
BNDX
International Bonds -1.02 Jul 22 0.44 1.50 1.38
IJR
US Small Cap Blend -1.47 Jul 22 7.28 19.67 23.98
LQD
US Invest. Grade Bonds -1.73 Jul 22 0.11 1.26 0.88
TLT
US Long Term Treasuries -2.85 Jul 22 1.17 0.85 1.03
CWB
US Convertible Bonds -3.07 Jul 22 -0.12 18.26 21.63
QQQ
US Technology -3.67 Jul 22 -0.15 27.73 20.16
EEM
Emerging Markets -4.75 Jul 22 0.24 21.09 25.69
IJH
US Mid Cap Blend not available 3.62 14.47 17.40
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 Jul 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 Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Gold 3.59 Jul 22 -11.68 -14.39 -7.05
Ivy Portfolio Mebane Faber 2.79 Jul 22 -2.10 4.08 12.29
Five Asset Roger Gibson 2.51 Jul 22 -1.89 5.27 11.37
Six Ways from Sunday Scott Burns 1.91 Jul 22 -0.71 3.45 9.96
7Twelve Portfolio Craig Israelsen 1.88 Jul 22 -1.07 4.44 11.82
Seven Value Scott Burns 1.76 Jul 22 -0.13 4.61 10.72
US Stocks Value 1.72 Jul 22 0.23 8.17 8.27
Aggressive Global Income The Lazy Team 1.71 Jul 22 1.12 6.17 10.31
Cockroach Portfolio Tony Dong 1.15 Jul 22 -0.36 -1.11 2.44
Marc Faber Portfolio Marc Faber 1.15 Jul 22 -2.51 2.42 4.70
Cape US Sector Value Robert Shiller 1.03 Jul 22 0.89 5.40 0.88
Weird Portfolio Value Stock Geek 0.98 Jul 22 -1.39 3.50 6.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.93 Jul 22 -0.51 14.62 10.88
European Stocks 0.84 Jul 22 0.83 8.88 7.84
Talmud Portfolio Roger Gibson 0.62 Jul 22 0.51 8.59 7.63
Dynamic 60/40 Income The Lazy Team 0.61 Jul 22 -0.29 5.88 4.98
Simple Money Portfolio Tim Maurer 0.52 Jul 22 0.64 6.53 7.86
Rob Arnott Portfolio Rob Arnott 0.50 Jul 22 -0.92 3.28 6.15
Sheltered Sam 100/0 Bill Bernstein 0.50 Jul 22 1.54 12.58 14.67
Sheltered Sam 90/10 Bill Bernstein 0.43 Jul 22 1.39 11.39 13.28
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.42 Jul 22 -6.25 -1.53 -2.01
Nano Portfolio John Wasik 0.40 Jul 22 0.36 7.04 6.80
One-Decision Portfolio Marvin Appel 0.39 Jul 22 0.77 7.02 7.03
Ultimate Buy and Hold Strategy Paul Merriman 0.39 Jul 22 0.98 12.16 14.50
Permanent Portfolio with Bitcoin Harry Browne 0.37 Jul 22 -2.80 0.38 1.17
Sheltered Sam 80/20 Bill Bernstein 0.36 Jul 22 1.23 10.20 11.90
US Stocks ESG 0.36 Jul 22 -1.14 18.04 9.84
Pinwheel Tyler 0.36 Jul 22 -0.24 7.29 8.92
Aim comfortable trip Aim Ways 0.35 Jul 22 -1.09 3.64 5.22
Simplified Permanent Portfolio The Lazy Team 0.34 Jul 22 -2.94 -0.10 0.97
Golden Butterfly with Bitcoin Tyler 0.33 Jul 22 -1.17 3.48 4.78
Gold Pivot Ptf Aim Ways 0.31 Jul 22 -3.83 -0.15 1.67
JP Morgan Balanced Portfolio JP Morgan 0.30 Jul 22 0.21 8.26 9.56
Warren Buffett Portfolio Warren Buffett 0.30 Jul 22 -0.86 13.83 8.95
Big Rocks Portfolio Larry Swedroe 0.30 Jul 22 1.33 8.06 9.41
Sheltered Sam 70/30 Bill Bernstein 0.29 Jul 22 1.07 9.00 10.52
Permanent Portfolio Harry Browne 0.24 Jul 22 -2.70 0.29 1.69
Conservative Portfolio Lyn Alden 0.23 Jul 22 -0.55 7.34 7.76
US Cash 0.23 Jul 22 0.27 0.88 1.74
Sheltered Sam 60/40 Bill Bernstein 0.22 Jul 22 0.91 7.80 9.14
Golden Butterfly Tyler 0.20 Jul 22 -1.08 3.37 5.30
Andrew Tobias Portfolio Andrew Tobias 0.18 Jul 22 0.12 8.11 7.17
US Stocks Equal Weight 0.18 Jul 22 2.28 11.29 11.98
Sheltered Sam 50/50 Bill Bernstein 0.15 Jul 22 0.75 6.60 7.76
Desert Portfolio with Bitcoin Gyroscopic Investing 0.15 Jul 22 -1.37 3.04 2.03
Golden Ratio Portfolio Frank Vasquez 0.14 Jul 22 -1.35 4.84 5.88
Ultimate Buy&Hold FundAdvice 0.11 Jul 22 0.63 7.36 8.71
Sheltered Sam 40/60 Bill Bernstein 0.08 Jul 22 0.58 5.39 6.38
Yale Endowment David Swensen 0.05 Jul 22 0.14 9.53 9.21
US Stocks Minimum Volatility 0.05 Jul 22 0.17 4.34 3.19
Five Fold Scott Burns 0.05 Jul 22 0.29 7.90 7.86
Desert Portfolio Gyroscopic Investing 0.02 Jul 22 -1.27 2.93 2.55
Sheltered Sam 30/70 Bill Bernstein 0.01 Jul 22 0.40 4.18 5.00
Lazy Portfolio David Swensen 0.01 Jul 22 0.20 9.57 9.17
US Stocks 0.00 Jul 22 -0.39 15.68 11.04
Long Term Portfolio Ben Stein 0.00 Jul 22 0.78 11.25 11.40
All Weather Portfolio with Bitcoin Ray Dalio -0.02 Jul 22 -1.53 2.92 3.84
Short Term Treasury -0.03 Jul 22 0.06 0.33 0.60
Perfect Portfolio Ben Stein -0.04 Jul 22 -0.40 10.70 11.89
Sheltered Sam 20/80 Bill Bernstein -0.06 Jul 22 0.22 2.97 3.62
Robo Advisor 0 Betterment -0.06 Jul 22 0.06 0.34 0.58
All Weather Portfolio Ray Dalio -0.07 Jul 22 -1.43 2.86 4.62
Four Seasons Portfolio Davide Pisicchio -0.08 Jul 22 -1.32 5.54 4.89
Dedalo Three Dedalo Invest -0.09 Jul 22 -0.38 15.13 11.30
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.11 Jul 22 -0.03 9.73 8.77
Dynamic 40/60 Income The Lazy Team -0.12 Jul 22 -0.56 4.73 3.24
Sheltered Sam 10/90 Bill Bernstein -0.12 Jul 22 0.04 1.75 2.23
In Saecula Saeculorum Fulvio Marchese -0.13 Jul 22 -1.28 5.50 4.44
Margherita Portfolio Davide Pisicchio -0.14 Jul 22 -1.29 4.00 3.78
Late Sixties and Beyond Burton Malkiel -0.15 Jul 22 0.54 9.83 9.28
Dimensional Retirement Income Fund DFA -0.16 Jul 21 -1.38 2.12 2.41
Stocks/Bonds 60/40 with Bitcoin -0.17 Jul 22 -0.46 9.19 6.14
GAA Global Asset Allocation Mebane Faber -0.18 Jul 22 -1.11 4.63 6.82
Coward's Portfolio Bill Bernstein -0.18 Jul 22 1.25 9.14 10.17
Stocks/Bonds 80/20 -0.19 Jul 22 -0.27 12.58 8.98
Sheltered Sam 0/100 Bill Bernstein -0.19 Jul 22 -0.15 0.53 0.85
Aggressive Portfolio Lyn Alden -0.20 Jul 22 -0.33 10.86 10.74
Stocks/Bonds 60/40 ESG -0.20 Jul 22 -0.61 10.80 6.17
Ideal Index Frank Armstrong -0.21 Jul 22 1.58 9.63 11.23
Coffeehouse Bill Schultheis -0.21 Jul 22 1.85 8.76 9.87
Tilt Toward Value Time Money Inc -0.22 Jul 22 0.66 8.39 8.22
Robo Advisor 10 Value Tilt Betterment -0.22 Jul 22 0.17 1.88 2.08
Couch Potato Scott Burns -0.22 Jul 22 -0.42 8.08 6.13
Core Four Rick Ferri -0.23 Jul 22 0.04 11.24 9.83
Simple Path to Wealth JL Collins -0.24 Jul 22 -0.23 11.81 8.46
Capricciosa Portfolio Davide Pisicchio -0.24 Jul 22 -0.75 7.86 6.29
Shield Strategy Aim Ways -0.26 Jul 22 -2.51 4.58 4.27
Robo Advisor 100 Value Tilt Betterment -0.26 Jul 22 0.87 13.59 14.05
Dedalo Four Dedalo Invest -0.28 Jul 22 -0.23 12.31 9.33
All Country World Stocks -0.32 Jul 22 -0.38 13.88 11.93
Conservative Income Charles Schwab -0.32 Jul 22 0.21 1.35 1.70
Golden Butterfly 2x Leveraged Tyler -0.32 Jul 22 -1.34 7.28 7.87
Simple and Cheap Time Money Inc -0.33 Jul 22 0.20 8.37 7.70
Robust Alpha Architect -0.33 Jul 22 2.18 14.16 18.54
Robo Advisor 20 Value Tilt Betterment -0.36 Jul 22 0.29 3.40 3.57
Stocks/Bonds 40/60 with Bitcoin -0.36 Jul 22 -0.34 6.18 4.08
Mid-Fifties Burton Malkiel -0.36 Jul 22 0.44 11.37 10.75
PISI Portfolio Davide Pisicchio -0.37 Jul 22 -1.18 3.13 2.67
Sandwich Portfolio Bob Clyatt -0.38 Jul 22 0.21 7.78 7.65
Stocks/Bonds 60/40 -0.38 Jul 22 -0.14 9.54 6.92
Second Grader's Starter Paul Farrell -0.43 Jul 22 -0.16 13.02 11.06
Moderate Portfolio Lyn Alden -0.44 Jul 22 -0.26 10.06 9.93
US Inflation Protection -0.44 Jul 22 -0.46 0.82 1.23
All Country World 80/20 -0.44 Jul 22 -0.25 11.37 9.79
Four Funds Bogleheads -0.47 Jul 22 -0.16 11.52 10.08
Late Thirties to Early Forties Burton Malkiel -0.47 Jul 22 0.35 12.26 11.58
All Weather Portfolio 2x Leveraged Ray Dalio -0.48 Jul 22 -2.77 2.23 5.86
Stocks/Bonds 40/60 ESG -0.48 Jul 22 -0.33 7.34 4.33
Mid-Twenties Burton Malkiel -0.51 Jul 22 0.31 12.65 12.01
Margaritaville Scott Burns -0.51 Jul 22 -0.22 9.50 8.96
Three Funds Bogleheads -0.52 Jul 22 -0.09 11.51 10.03
Edge Select Conservative Merrill Lynch -0.53 Jul 22 0.42 3.69 3.84
LifeStrategy Growth Fund Vanguard -0.55 Jul 22 -0.07 11.49 10.14
No Brainer Portfolio Bill Bernstein -0.57 Jul 22 1.73 11.88 12.25
Stocks/Bonds 40/60 -0.57 Jul 22 -0.01 6.54 4.86
All Country World 60/40 -0.57 Jul 22 -0.11 8.87 7.64
Larry Portfolio Larry Swedroe -0.59 Jul 22 0.64 4.39 5.40
Paul Boyer Portfolio Paul Boyer -0.60 Jul 22 -1.57 1.62 4.85
Odd-Stats Strategy Aim Ways -0.62 Jul 22 -0.85 6.19 5.62
Four Square Scott Burns -0.64 Jul 22 -0.06 7.45 7.05
Lifepath Fund iShares -0.65 Jul 22 0.23 6.28 5.71
Robo Advisor 50 Value Tilt Betterment -0.65 Jul 22 0.58 7.77 7.90
LifeStrategy Moderate Growth Vanguard -0.65 Jul 22 0.02 8.83 7.84
Dedalo Eleven Dedalo Invest -0.67 Jul 22 -0.20 12.55 10.87
Robo Advisor 90 Value Tilt Betterment -0.68 Jul 22 0.59 13.21 14.08
US Stocks Quality -0.69 Jul 22 2.01 14.60 10.91
Pepperoni Portfolio Davide Pisicchio -0.70 Jul 22 -0.20 11.35 8.61
All Country World 40/60 -0.70 Jul 22 0.04 6.39 5.50
Robo Advisor 80 Value Tilt Betterment -0.73 Jul 22 0.55 11.94 12.70
Edge Select Aggressive Merrill Lynch -0.75 Jul 22 0.10 13.15 11.63
Edge Select Moderately Aggressive Merrill Lynch -0.75 Jul 22 -0.01 10.88 9.46
Stocks/Bonds 20/80 -0.76 Jul 22 0.13 3.59 2.81
LifeStrategy Conservative Growth Vanguard -0.76 Jul 22 0.12 6.18 5.54
Stocks/Bonds 60/40 2x Leveraged -0.78 Jul 22 -1.68 17.07 9.32
Developed World ex-US Stocks -0.80 Jul 22 -0.20 11.77 14.85
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.80 Jul 22 -3.00 4.64 1.79
Edge Select Moderately Conservative Merrill Lynch -0.80 Jul 22 0.04 6.14 5.31
Edge Select Moderate Merrill Lynch -0.81 Jul 22 0.09 8.54 7.49
Gretchen Tai Portfolio Gretchen Tai -0.83 Jul 22 0.24 10.70 10.97
All Country World 20/80 -0.83 Jul 22 0.19 3.93 3.36
Developed World ex-US 80/20 -0.84 Jul 22 -0.09 9.77 12.16
LifeStrategy Income Fund Vanguard -0.87 Jul 22 0.22 3.55 3.24
Gone Fishin' Portfolio Alexander Green -0.88 Jul 22 0.49 10.16 11.73
Developed World ex-US 60/40 -0.89 Jul 22 0.04 7.74 9.46
Developed World ex-US 40/60 -0.93 Jul 22 0.16 5.68 6.77
Total Bond US -0.95 Jul 22 0.27 0.70 0.75
Diavola Portfolio Davide Pisicchio -0.95 Jul 22 -0.28 17.01 12.23
All Country World Bonds -0.96 Jul 22 0.36 1.48 1.21
Developed World ex-US Stocks Momentum -0.97 Jul 22 2.04 12.32 12.44
High Yield Bonds Income The Lazy Team -0.97 Jul 22 0.22 2.66 1.86
Developed World ex-US 20/80 -0.98 Jul 22 0.30 3.61 4.07
Developed World ex-US 60/40 Momentum -0.99 Jul 22 1.43 8.00 8.01
Developed World ex-US 40/60 Momentum -1.00 Jul 22 1.12 5.84 5.80
Eliminate Fat Tails Larry Swedroe -1.01 Jul 22 1.16 6.83 8.49
Total Bond Developed World ex-US -1.02 Jul 22 0.44 1.50 1.38
Ulcer Free Strategy Aim Ways -1.09 Jul 22 -1.22 4.31 5.07
10-year Treasury -1.12 Jul 22 0.25 0.08 -0.06
Global Market Portfolio Credit Suisse -1.17 Jul 22 0.16 7.01 6.63
Stocks/Bonds 40/60 2x Leveraged -1.40 Jul 22 -1.06 10.91 5.57
Family Taxable Portfolio Ted Aronson -1.67 Jul 22 1.38 12.77 14.35
Berkshire Hathaway Warren Buffett -2.11 Jul 22 5.34 4.28 -0.79
Stocks/Bonds 20/80 Momentum -2.31 Jul 22 2.28 8.88 8.05
Stocks/Bonds 40/60 Momentum -3.66 Jul 22 4.10 17.20 15.34
Technology -3.67 Jul 22 -0.15 27.73 20.16
Emerging Markets Stocks -4.75 Jul 22 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -5.02 Jul 22 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -5.07 Jul 22 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -6.37 Jul 22 7.28 34.26 29.94
US Stocks Momentum -7.73 Jul 22 8.68 43.01 37.24