Last Update - Jul 21 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 10.71 Jul 21 -9.57 -7.91 19.23
VNQ
US REITs 3.27 Jul 21 1.65 9.67 11.11
GLD
Gold 1.33 Jul 21 -11.68 -14.39 -7.05
BIL
US Cash 0.22 Jul 21 0.27 0.88 1.74
HYG
US High Yield Bonds 0.02 Jul 21 0.09 2.05 1.69
PFF
US Preferred Stocks 0.02 Jul 21 -2.97 1.93 0.48
SPY
US Large Cap Blend -0.01 Jul 21 -1.03 15.12 10.09
EFA
EAFE Stocks -0.16 Jul 21 0.69 8.64 9.89
TIP
US TIPS -0.35 Jul 21 -0.46 0.82 1.23
VTI
US Total Stock Market -0.37 Jul 21 -0.39 15.68 11.04
EMB
Emerg. Market Bonds -0.73 Jul 21 0.43 4.05 2.38
VT
World All Countries -0.78 Jul 21 -0.38 13.88 11.93
BND
US Total Bond Market -0.86 Jul 21 0.27 0.70 0.75
BNDX
International Bonds -1.02 Jul 21 0.44 1.50 1.38
IJR
US Small Cap Blend -1.62 Jul 21 7.28 19.67 23.98
LQD
US Invest. Grade Bonds -1.67 Jul 21 0.11 1.26 0.88
TLT
US Long Term Treasuries -2.80 Jul 21 1.17 0.85 1.03
QQQ
US Technology -3.98 Jul 21 -0.15 27.73 20.16
CWB
US Convertible Bonds -4.09 Jul 21 -0.12 18.26 21.63
EEM
Emerging Markets -4.78 Jul 21 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
Ivy Portfolio Mebane Faber 2.49 Jul 21 -2.10 4.08 12.29
Five Asset Roger Gibson 2.21 Jul 21 -1.89 5.27 11.37
7Twelve Portfolio Craig Israelsen 1.62 Jul 21 -1.07 4.44 11.82
Six Ways from Sunday Scott Burns 1.58 Jul 21 -0.71 3.45 9.96
Seven Value Scott Burns 1.35 Jul 21 -0.13 4.61 10.72
Gold 1.33 Jul 21 -11.68 -14.39 -7.05
US Stocks Value 1.31 Jul 21 0.23 8.17 8.27
Aggressive Global Income The Lazy Team 1.19 Jul 21 1.12 6.17 10.31
Talmud Portfolio 2x Leveraged Roger Gibson 1.10 Jul 21 -0.51 14.62 10.88
Cape US Sector Value Robert Shiller 0.97 Jul 21 0.89 5.40 0.88
Talmud Portfolio Roger Gibson 0.68 Jul 21 0.51 8.59 7.63
Marc Faber Portfolio Marc Faber 0.61 Jul 21 -2.51 2.42 4.70
Dynamic 60/40 Income The Lazy Team 0.60 Jul 21 -0.29 5.88 4.98
Weird Portfolio Value Stock Geek 0.47 Jul 21 -1.39 3.50 6.71
One-Decision Portfolio Marvin Appel 0.38 Jul 21 0.77 7.02 7.03
Rob Arnott Portfolio Rob Arnott 0.37 Jul 21 -0.92 3.28 6.15
Nano Portfolio John Wasik 0.31 Jul 21 0.36 7.04 6.80
US Cash 0.22 Jul 21 0.27 0.88 1.74
Simple Money Portfolio Tim Maurer 0.21 Jul 21 0.64 6.53 7.86
Cockroach Portfolio Tony Dong 0.15 Jul 21 -0.36 -1.11 2.44
Big Rocks Portfolio Larry Swedroe 0.10 Jul 21 1.33 8.06 9.41
JP Morgan Balanced Portfolio JP Morgan 0.07 Jul 21 0.21 8.26 9.56
Short Term Treasury 0.05 Jul 21 0.06 0.33 0.60
US Stocks ESG 0.03 Jul 21 -1.14 18.04 9.84
Pinwheel Tyler 0.03 Jul 21 -0.24 7.29 8.92
Robo Advisor 0 Betterment 0.01 Jul 21 0.06 0.34 0.58
Sheltered Sam 100/0 Bill Bernstein 0.00 Jul 21 1.54 12.58 14.67
Ultimate Buy and Hold Strategy Paul Merriman 0.00 Jul 21 0.98 12.16 14.50
US Stocks Minimum Volatility -0.01 Jul 21 0.17 4.34 3.19
Sheltered Sam 90/10 Bill Bernstein -0.01 Jul 21 1.39 11.39 13.28
Sheltered Sam 80/20 Bill Bernstein -0.02 Jul 21 1.23 10.20 11.90
Five Fold Scott Burns -0.03 Jul 21 0.29 7.90 7.86
Desert Portfolio with Bitcoin Gyroscopic Investing -0.03 Jul 21 -1.37 3.04 2.03
Sheltered Sam 70/30 Bill Bernstein -0.03 Jul 21 1.07 9.00 10.52
Yale Endowment David Swensen -0.04 Jul 21 0.14 9.53 9.21
Sheltered Sam 60/40 Bill Bernstein -0.05 Jul 21 0.91 7.80 9.14
Sheltered Sam 50/50 Bill Bernstein -0.06 Jul 21 0.75 6.60 7.76
Lazy Portfolio David Swensen -0.06 Jul 21 0.20 9.57 9.17
Warren Buffett Portfolio Warren Buffett -0.07 Jul 21 -0.86 13.83 8.95
Sheltered Sam 40/60 Bill Bernstein -0.07 Jul 21 0.58 5.39 6.38
Ultimate Buy&Hold FundAdvice -0.07 Jul 21 0.63 7.36 8.71
Sheltered Sam 30/70 Bill Bernstein -0.08 Jul 21 0.40 4.18 5.00
Sheltered Sam 20/80 Bill Bernstein -0.09 Jul 21 0.22 2.97 3.62
US Stocks Equal Weight -0.09 Jul 21 2.28 11.29 11.98
Sheltered Sam 10/90 Bill Bernstein -0.10 Jul 21 0.04 1.75 2.23
European Stocks -0.11 Jul 21 0.83 8.88 7.84
Sheltered Sam 0/100 Bill Bernstein -0.11 Jul 21 -0.15 0.53 0.85
Conservative Portfolio Lyn Alden -0.11 Jul 21 -0.55 7.34 7.76
Golden Butterfly with Bitcoin Tyler -0.16 Jul 21 -1.17 3.48 4.78
Andrew Tobias Portfolio Andrew Tobias -0.16 Jul 21 0.12 8.11 7.17
Aim comfortable trip Aim Ways -0.18 Jul 21 -1.09 3.64 5.22
Robo Advisor 10 Value Tilt Betterment -0.20 Jul 21 0.17 1.88 2.08
Dynamic 40/60 Income The Lazy Team -0.20 Jul 21 -0.56 4.73 3.24
Permanent Portfolio with Bitcoin Harry Browne -0.21 Jul 21 -2.80 0.38 1.17
Desert Portfolio Gyroscopic Investing -0.23 Jul 21 -1.27 2.93 2.55
Conservative Income Charles Schwab -0.24 Jul 21 0.21 1.35 1.70
Simplified Permanent Portfolio The Lazy Team -0.25 Jul 21 -2.94 -0.10 0.97
Long Term Portfolio Ben Stein -0.25 Jul 21 0.78 11.25 11.40
All Weather Portfolio with Bitcoin Ray Dalio -0.29 Jul 21 -1.53 2.92 3.84
Late Sixties and Beyond Burton Malkiel -0.29 Jul 21 0.54 9.83 9.28
Dimensional Retirement Income Fund DFA -0.31 Jul 20 -1.38 2.12 2.41
Golden Ratio Portfolio Frank Vasquez -0.32 Jul 21 -1.35 4.84 5.88
Stocks/Bonds 60/40 ESG -0.32 Jul 21 -0.61 10.80 6.17
Stocks/Bonds 60/40 with Bitcoin -0.33 Jul 21 -0.46 9.19 6.14
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.33 Jul 21 -0.03 9.73 8.77
Coffeehouse Bill Schultheis -0.35 Jul 21 1.85 8.76 9.87
US Inflation Protection -0.35 Jul 21 -0.46 0.82 1.23
Golden Butterfly Tyler -0.36 Jul 21 -1.08 3.37 5.30
Couch Potato Scott Burns -0.36 Jul 21 -0.42 8.08 6.13
US Stocks -0.37 Jul 21 -0.39 15.68 11.04
Tilt Toward Value Time Money Inc -0.37 Jul 21 0.66 8.39 8.22
Coward's Portfolio Bill Bernstein -0.38 Jul 21 1.25 9.14 10.17
All Weather Portfolio Ray Dalio -0.39 Jul 21 -1.43 2.86 4.62
Robo Advisor 20 Value Tilt Betterment -0.39 Jul 21 0.29 3.40 3.57
Perfect Portfolio Ben Stein -0.40 Jul 21 -0.40 10.70 11.89
Permanent Portfolio Harry Browne -0.41 Jul 21 -2.70 0.29 1.69
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.41 Jul 21 -6.25 -1.53 -2.01
Stocks/Bonds 40/60 with Bitcoin -0.43 Jul 21 -0.34 6.18 4.08
Ideal Index Frank Armstrong -0.44 Jul 21 1.58 9.63 11.23
Four Seasons Portfolio Davide Pisicchio -0.45 Jul 21 -1.32 5.54 4.89
Margherita Portfolio Davide Pisicchio -0.46 Jul 21 -1.29 4.00 3.78
Stocks/Bonds 80/20 -0.47 Jul 21 -0.27 12.58 8.98
In Saecula Saeculorum Fulvio Marchese -0.47 Jul 21 -1.28 5.50 4.44
Sandwich Portfolio Bob Clyatt -0.48 Jul 21 0.21 7.78 7.65
Simple and Cheap Time Money Inc -0.48 Jul 21 0.20 8.37 7.70
GAA Global Asset Allocation Mebane Faber -0.48 Jul 21 -1.11 4.63 6.82
Core Four Rick Ferri -0.49 Jul 21 0.04 11.24 9.83
Simple Path to Wealth JL Collins -0.49 Jul 21 -0.23 11.81 8.46
Stocks/Bonds 40/60 ESG -0.49 Jul 21 -0.33 7.34 4.33
Dedalo Three Dedalo Invest -0.49 Jul 21 -0.38 15.13 11.30
Gold Pivot Ptf Aim Ways -0.50 Jul 21 -3.83 -0.15 1.67
Aggressive Portfolio Lyn Alden -0.52 Jul 21 -0.33 10.86 10.74
Capricciosa Portfolio Davide Pisicchio -0.54 Jul 21 -0.75 7.86 6.29
Larry Portfolio Larry Swedroe -0.56 Jul 21 0.64 4.39 5.40
Mid-Fifties Burton Malkiel -0.56 Jul 21 0.44 11.37 10.75
Stocks/Bonds 60/40 -0.57 Jul 21 -0.14 9.54 6.92
Edge Select Conservative Merrill Lynch -0.58 Jul 21 0.42 3.69 3.84
Dedalo Four Dedalo Invest -0.60 Jul 21 -0.23 12.31 9.33
PISI Portfolio Davide Pisicchio -0.63 Jul 21 -1.18 3.13 2.67
US Stocks Quality -0.63 Jul 21 2.01 14.60 10.91
Stocks/Bonds 40/60 -0.67 Jul 21 -0.01 6.54 4.86
Late Thirties to Early Forties Burton Malkiel -0.71 Jul 21 0.35 12.26 11.58
Moderate Portfolio Lyn Alden -0.72 Jul 21 -0.26 10.06 9.93
Robo Advisor 100 Value Tilt Betterment -0.74 Jul 21 0.87 13.59 14.05
Mid-Twenties Burton Malkiel -0.76 Jul 21 0.31 12.65 12.01
Stocks/Bonds 20/80 -0.76 Jul 21 0.13 3.59 2.81
Lifepath Fund iShares -0.77 Jul 21 0.23 6.28 5.71
All Country World Stocks -0.78 Jul 21 -0.38 13.88 11.93
Margaritaville Scott Burns -0.79 Jul 21 -0.22 9.50 8.96
All Country World 80/20 -0.81 Jul 21 -0.25 11.37 9.79
Four Funds Bogleheads -0.81 Jul 21 -0.16 11.52 10.08
Shield Strategy Aim Ways -0.81 Jul 21 -2.51 4.58 4.27
Second Grader's Starter Paul Farrell -0.81 Jul 21 -0.16 13.02 11.06
All Country World 60/40 -0.83 Jul 21 -0.11 8.87 7.64
No Brainer Portfolio Bill Bernstein -0.83 Jul 21 1.73 11.88 12.25
Stocks/Bonds 60/40 2x Leveraged -0.84 Jul 21 -1.68 17.07 9.32
Odd-Stats Strategy Aim Ways -0.85 Jul 21 -0.85 6.19 5.62
All Country World 40/60 -0.85 Jul 21 0.04 6.39 5.50
Four Square Scott Burns -0.85 Jul 21 -0.06 7.45 7.05
Robo Advisor 50 Value Tilt Betterment -0.86 Jul 21 0.58 7.77 7.90
Three Funds Bogleheads -0.86 Jul 21 -0.09 11.51 10.03
Total Bond US -0.86 Jul 21 0.27 0.70 0.75
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.87 Jul 21 -3.00 4.64 1.79
All Country World 20/80 -0.88 Jul 21 0.19 3.93 3.36
High Yield Bonds Income The Lazy Team -0.88 Jul 21 0.22 2.66 1.86
Edge Select Moderately Conservative Merrill Lynch -0.88 Jul 21 0.04 6.14 5.31
LifeStrategy Growth Fund Vanguard -0.89 Jul 21 -0.07 11.49 10.14
All Country World Bonds -0.90 Jul 21 0.36 1.48 1.21
LifeStrategy Moderate Growth Vanguard -0.90 Jul 21 0.02 8.83 7.84
LifeStrategy Conservative Growth Vanguard -0.90 Jul 21 0.12 6.18 5.54
LifeStrategy Income Fund Vanguard -0.91 Jul 21 0.22 3.55 3.24
Pepperoni Portfolio Davide Pisicchio -0.92 Jul 21 -0.20 11.35 8.61
Dedalo Eleven Dedalo Invest -0.93 Jul 21 -0.20 12.55 10.87
Robust Alpha Architect -0.93 Jul 21 2.18 14.16 18.54
Edge Select Moderate Merrill Lynch -0.94 Jul 21 0.09 8.54 7.49
Edge Select Moderately Aggressive Merrill Lynch -0.97 Jul 21 -0.01 10.88 9.46
10-year Treasury -0.97 Jul 21 0.25 0.08 -0.06
Eliminate Fat Tails Larry Swedroe -1.01 Jul 21 1.16 6.83 8.49
Total Bond Developed World ex-US -1.02 Jul 21 0.44 1.50 1.38
Edge Select Aggressive Merrill Lynch -1.03 Jul 21 0.10 13.15 11.63
Golden Butterfly 2x Leveraged Tyler -1.05 Jul 21 -1.34 7.28 7.87
Gretchen Tai Portfolio Gretchen Tai -1.08 Jul 21 0.24 10.70 10.97
Stocks/Bonds 40/60 2x Leveraged -1.09 Jul 21 -1.06 10.91 5.57
Robo Advisor 80 Value Tilt Betterment -1.10 Jul 21 0.55 11.94 12.70
Robo Advisor 90 Value Tilt Betterment -1.10 Jul 21 0.59 13.21 14.08
Developed World ex-US 20/80 -1.12 Jul 21 0.30 3.61 4.07
Gone Fishin' Portfolio Alexander Green -1.14 Jul 21 0.49 10.16 11.73
Paul Boyer Portfolio Paul Boyer -1.16 Jul 21 -1.57 1.62 4.85
All Weather Portfolio 2x Leveraged Ray Dalio -1.18 Jul 21 -2.77 2.23 5.86
Developed World ex-US 40/60 -1.22 Jul 21 0.16 5.68 6.77
Diavola Portfolio Davide Pisicchio -1.26 Jul 21 -0.28 17.01 12.23
Global Market Portfolio Credit Suisse -1.29 Jul 21 0.16 7.01 6.63
Developed World ex-US 60/40 -1.32 Jul 21 0.04 7.74 9.46
Developed World ex-US 80/20 -1.42 Jul 21 -0.09 9.77 12.16
Developed World ex-US 40/60 Momentum -1.45 Jul 21 1.12 5.84 5.80
Ulcer Free Strategy Aim Ways -1.51 Jul 21 -1.22 4.31 5.07
Developed World ex-US Stocks -1.52 Jul 21 -0.20 11.77 14.85
Developed World ex-US 60/40 Momentum -1.67 Jul 21 1.43 8.00 8.01
Family Taxable Portfolio Ted Aronson -1.84 Jul 21 1.38 12.77 14.35
Developed World ex-US Stocks Momentum -2.10 Jul 21 2.04 12.32 12.44
Berkshire Hathaway Warren Buffett -2.13 Jul 21 5.34 4.28 -0.79
Stocks/Bonds 20/80 Momentum -2.48 Jul 21 2.28 8.88 8.05
Technology -3.98 Jul 21 -0.15 27.73 20.16
Stocks/Bonds 40/60 Momentum -4.10 Jul 21 4.10 17.20 15.34
Ark Tech Portfolio Cathie Wood -4.77 Jul 21 2.06 29.22 15.91
Emerging Markets Stocks -4.78 Jul 21 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -5.72 Jul 21 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -7.34 Jul 21 7.28 34.26 29.94
US Stocks Momentum -8.96 Jul 21 8.68 43.01 37.24