Last Update - Jul 23 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 14.59 Jul 23 -9.57 -7.91 19.23
VNQ
US REITs 2.32 Jul 23 1.65 9.67 11.11
GLD
Gold 0.63 Jul 23 -11.68 -14.39 -7.05
BIL
US Cash 0.23 Jul 23 0.27 0.88 1.74
HYG
US High Yield Bonds -0.50 Jul 23 0.09 2.05 1.69
PFF
US Preferred Stocks -0.67 Jul 23 -2.97 1.93 0.48
TIP
US TIPS -0.81 Jul 23 -0.46 0.82 1.23
EFA
EAFE Stocks -1.10 Jul 23 0.69 8.64 9.89
SPY
US Large Cap Blend -1.28 Jul 23 -1.03 15.12 10.09
BND
US Total Bond Market -1.30 Jul 23 0.27 0.70 0.75
BNDX
International Bonds -1.30 Jul 23 0.44 1.50 1.38
EMB
Emerg. Market Bonds -1.59 Jul 23 0.43 4.05 2.38
VTI
US Total Stock Market -1.61 Jul 23 -0.39 15.68 11.04
VT
World All Countries -1.88 Jul 23 -0.38 13.88 11.93
LQD
US Invest. Grade Bonds -2.28 Jul 23 0.11 1.26 0.88
IJR
US Small Cap Blend -2.74 Jul 23 7.28 19.67 23.98
TLT
US Long Term Treasuries -3.49 Jul 23 1.17 0.85 1.03
CWB
US Convertible Bonds -4.05 Jul 23 -0.12 18.26 21.63
EEM
Emerging Markets -5.83 Jul 23 0.24 21.09 25.69
QQQ
US Technology -6.18 Jul 23 -0.15 27.73 20.16
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 2.75 Jul 23 -2.10 4.08 12.29
Five Asset Roger Gibson 2.30 Jul 23 -1.89 5.27 11.37
7Twelve Portfolio Craig Israelsen 1.86 Jul 23 -1.07 4.44 11.82
Six Ways from Sunday Scott Burns 1.44 Jul 23 -0.71 3.45 9.96
Seven Value Scott Burns 1.32 Jul 23 -0.13 4.61 10.72
Aggressive Global Income The Lazy Team 0.92 Jul 23 1.12 6.17 10.31
US Stocks Value 0.69 Jul 23 0.23 8.17 8.27
Gold 0.63 Jul 23 -11.68 -14.39 -7.05
Cockroach Portfolio Tony Dong 0.38 Jul 23 -0.36 -1.11 2.44
US Cash 0.23 Jul 23 0.27 0.88 1.74
Rob Arnott Portfolio Rob Arnott 0.16 Jul 23 -0.92 3.28 6.15
Dynamic 60/40 Income The Lazy Team -0.12 Jul 23 -0.29 5.88 4.98
Short Term Treasury -0.14 Jul 23 0.06 0.33 0.60
Marc Faber Portfolio Marc Faber -0.17 Jul 23 -2.51 2.42 4.70
Robo Advisor 0 Betterment -0.18 Jul 23 0.06 0.34 0.58
Talmud Portfolio Roger Gibson -0.20 Jul 23 0.51 8.59 7.63
Dimensional Retirement Income Fund DFA -0.25 Jul 22 -1.38 2.12 2.41
One-Decision Portfolio Marvin Appel -0.29 Jul 23 0.77 7.02 7.03
Sheltered Sam 0/100 Bill Bernstein -0.41 Jul 23 -0.15 0.53 0.85
Simple Money Portfolio Tim Maurer -0.43 Jul 23 0.64 6.53 7.86
Sheltered Sam 10/90 Bill Bernstein -0.43 Jul 23 0.04 1.75 2.23
Sheltered Sam 20/80 Bill Bernstein -0.45 Jul 23 0.22 2.97 3.62
Big Rocks Portfolio Larry Swedroe -0.45 Jul 23 1.33 8.06 9.41
Weird Portfolio Value Stock Geek -0.46 Jul 23 -1.39 3.50 6.71
Sheltered Sam 30/70 Bill Bernstein -0.47 Jul 23 0.40 4.18 5.00
Robo Advisor 10 Value Tilt Betterment -0.49 Jul 23 0.17 1.88 2.08
Sheltered Sam 40/60 Bill Bernstein -0.49 Jul 23 0.58 5.39 6.38
Nano Portfolio John Wasik -0.50 Jul 23 0.36 7.04 6.80
Sheltered Sam 50/50 Bill Bernstein -0.52 Jul 23 0.75 6.60 7.76
Sheltered Sam 60/40 Bill Bernstein -0.54 Jul 23 0.91 7.80 9.14
JP Morgan Balanced Portfolio JP Morgan -0.54 Jul 23 0.21 8.26 9.56
Sheltered Sam 70/30 Bill Bernstein -0.56 Jul 23 1.07 9.00 10.52
Sheltered Sam 80/20 Bill Bernstein -0.58 Jul 23 1.23 10.20 11.90
Conservative Income Charles Schwab -0.59 Jul 23 0.21 1.35 1.70
US Stocks Minimum Volatility -0.59 Jul 23 0.17 4.34 3.19
Sheltered Sam 90/10 Bill Bernstein -0.61 Jul 23 1.39 11.39 13.28
Sheltered Sam 100/0 Bill Bernstein -0.63 Jul 23 1.54 12.58 14.67
Robust Alpha Architect -0.65 Jul 23 2.18 14.16 18.54
Talmud Portfolio 2x Leveraged Roger Gibson -0.65 Jul 23 -0.51 14.62 10.88
US Stocks Equal Weight -0.67 Jul 23 2.28 11.29 11.98
Ultimate Buy&Hold FundAdvice -0.69 Jul 23 0.63 7.36 8.71
Desert Portfolio with Bitcoin Gyroscopic Investing -0.78 Jul 23 -1.37 3.04 2.03
Five Fold Scott Burns -0.78 Jul 23 0.29 7.90 7.86
Robo Advisor 20 Value Tilt Betterment -0.79 Jul 23 0.29 3.40 3.57
Cape US Sector Value Robert Shiller -0.80 Jul 23 0.89 5.40 0.88
Pinwheel Tyler -0.80 Jul 23 -0.24 7.29 8.92
US Inflation Protection -0.81 Jul 23 -0.46 0.82 1.23
Ultimate Buy and Hold Strategy Paul Merriman -0.83 Jul 23 0.98 12.16 14.50
All Weather Portfolio with Bitcoin Ray Dalio -0.86 Jul 23 -1.53 2.92 3.84
All Weather Portfolio Ray Dalio -0.86 Jul 23 -1.43 2.86 4.62
Aim comfortable trip Aim Ways -0.86 Jul 23 -1.09 3.64 5.22
Yale Endowment David Swensen -0.89 Jul 23 0.14 9.53 9.21
Conservative Portfolio Lyn Alden -0.89 Jul 23 -0.55 7.34 7.76
Dynamic 40/60 Income The Lazy Team -0.90 Jul 23 -0.56 4.73 3.24
European Stocks -0.90 Jul 23 0.83 8.88 7.84
Permanent Portfolio with Bitcoin Harry Browne -0.92 Jul 23 -2.80 0.38 1.17
Desert Portfolio Gyroscopic Investing -0.92 Jul 23 -1.27 2.93 2.55
Coward's Portfolio Bill Bernstein -0.92 Jul 23 1.25 9.14 10.17
Lazy Portfolio David Swensen -0.93 Jul 23 0.20 9.57 9.17
GAA Global Asset Allocation Mebane Faber -0.95 Jul 23 -1.11 4.63 6.82
Andrew Tobias Portfolio Andrew Tobias -0.95 Jul 23 0.12 8.11 7.17
Edge Select Conservative Merrill Lynch -0.98 Jul 23 0.42 3.69 3.84
Coffeehouse Bill Schultheis -0.99 Jul 23 1.85 8.76 9.87
Golden Butterfly with Bitcoin Tyler -1.01 Jul 23 -1.17 3.48 4.78
Simplified Permanent Portfolio The Lazy Team -1.01 Jul 23 -2.94 -0.10 0.97
Ideal Index Frank Armstrong -1.02 Jul 23 1.58 9.63 11.23
Late Sixties and Beyond Burton Malkiel -1.03 Jul 23 0.54 9.83 9.28
Permanent Portfolio Harry Browne -1.06 Jul 23 -2.70 0.29 1.69
Perfect Portfolio Ben Stein -1.08 Jul 23 -0.40 10.70 11.89
Tilt Toward Value Time Money Inc -1.09 Jul 23 0.66 8.39 8.22
Long Term Portfolio Ben Stein -1.12 Jul 23 0.78 11.25 11.40
Margherita Portfolio Davide Pisicchio -1.13 Jul 23 -1.29 4.00 3.78
Golden Butterfly Tyler -1.15 Jul 23 -1.08 3.37 5.30
Larry Portfolio Larry Swedroe -1.17 Jul 23 0.64 4.39 5.40
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.20 Jul 23 -0.03 9.73 8.77
Four Seasons Portfolio Davide Pisicchio -1.21 Jul 23 -1.32 5.54 4.89
Couch Potato Scott Burns -1.21 Jul 23 -0.42 8.08 6.13
Warren Buffett Portfolio Warren Buffett -1.22 Jul 23 -0.86 13.83 8.95
Stocks/Bonds 40/60 with Bitcoin -1.24 Jul 23 -0.34 6.18 4.08
Sandwich Portfolio Bob Clyatt -1.26 Jul 23 0.21 7.78 7.65
Simple and Cheap Time Money Inc -1.27 Jul 23 0.20 8.37 7.70
Gold Pivot Ptf Aim Ways -1.28 Jul 23 -3.83 -0.15 1.67
Total Bond US -1.30 Jul 23 0.27 0.70 0.75
Total Bond Developed World ex-US -1.30 Jul 23 0.44 1.50 1.38
Stocks/Bonds 60/40 with Bitcoin -1.30 Jul 23 -0.46 9.19 6.14
In Saecula Saeculorum Fulvio Marchese -1.32 Jul 23 -1.28 5.50 4.44
Golden Ratio Portfolio Frank Vasquez -1.34 Jul 23 -1.35 4.84 5.88
All Country World Bonds -1.34 Jul 23 0.36 1.48 1.21
Capricciosa Portfolio Davide Pisicchio -1.36 Jul 23 -0.75 7.86 6.29
Stocks/Bonds 20/80 -1.36 Jul 23 0.13 3.59 2.81
Stocks/Bonds 40/60 ESG -1.40 Jul 23 -0.33 7.34 4.33
Mid-Fifties Burton Malkiel -1.41 Jul 23 0.44 11.37 10.75
PISI Portfolio Davide Pisicchio -1.41 Jul 23 -1.18 3.13 2.67
Stocks/Bonds 40/60 -1.42 Jul 23 -0.01 6.54 4.86
LifeStrategy Income Fund Vanguard -1.43 Jul 23 0.22 3.55 3.24
Core Four Rick Ferri -1.45 Jul 23 0.04 11.24 9.83
All Country World 20/80 -1.45 Jul 23 0.19 3.93 3.36
Lifepath Fund iShares -1.47 Jul 23 0.23 6.28 5.71
Developed World ex-US 20/80 -1.48 Jul 23 0.30 3.61 4.07
Stocks/Bonds 60/40 ESG -1.48 Jul 23 -0.61 10.80 6.17
Stocks/Bonds 60/40 -1.49 Jul 23 -0.14 9.54 6.92
Eliminate Fat Tails Larry Swedroe -1.49 Jul 23 1.16 6.83 8.49
Robo Advisor 50 Value Tilt Betterment -1.51 Jul 23 0.58 7.77 7.90
Aggressive Portfolio Lyn Alden -1.52 Jul 23 -0.33 10.86 10.74
10-year Treasury -1.53 Jul 23 0.25 0.08 -0.06
Simple Path to Wealth JL Collins -1.53 Jul 23 -0.23 11.81 8.46
Stocks/Bonds 80/20 -1.55 Jul 23 -0.27 12.58 8.98
High Yield Bonds Income The Lazy Team -1.55 Jul 23 0.22 2.66 1.86
Four Square Scott Burns -1.55 Jul 23 -0.06 7.45 7.05
All Country World 40/60 -1.56 Jul 23 0.04 6.39 5.50
LifeStrategy Conservative Growth Vanguard -1.56 Jul 23 0.12 6.18 5.54
Robo Advisor 100 Value Tilt Betterment -1.57 Jul 23 0.87 13.59 14.05
Developed World ex-US 40/60 Momentum -1.60 Jul 23 1.12 5.84 5.80
Late Thirties to Early Forties Burton Malkiel -1.61 Jul 23 0.35 12.26 11.58
US Stocks -1.61 Jul 23 -0.39 15.68 11.04
Dedalo Four Dedalo Invest -1.62 Jul 23 -0.23 12.31 9.33
Edge Select Moderately Conservative Merrill Lynch -1.62 Jul 23 0.04 6.14 5.31
US Stocks ESG -1.64 Jul 23 -1.14 18.04 9.84
Margaritaville Scott Burns -1.64 Jul 23 -0.22 9.50 8.96
All Country World 60/40 -1.66 Jul 23 -0.11 8.87 7.64
Developed World ex-US 40/60 -1.66 Jul 23 0.16 5.68 6.77
Moderate Portfolio Lyn Alden -1.67 Jul 23 -0.26 10.06 9.93
No Brainer Portfolio Bill Bernstein -1.68 Jul 23 1.73 11.88 12.25
Dedalo Three Dedalo Invest -1.69 Jul 23 -0.38 15.13 11.30
Mid-Twenties Burton Malkiel -1.70 Jul 23 0.31 12.65 12.01
LifeStrategy Moderate Growth Vanguard -1.70 Jul 23 0.02 8.83 7.84
Developed World ex-US 60/40 Momentum -1.76 Jul 23 1.43 8.00 8.01
Odd-Stats Strategy Aim Ways -1.76 Jul 23 -0.85 6.19 5.62
Four Funds Bogleheads -1.77 Jul 23 -0.16 11.52 10.08
All Country World 80/20 -1.77 Jul 23 -0.25 11.37 9.79
Shield Strategy Aim Ways -1.80 Jul 23 -2.51 4.58 4.27
Robo Advisor 80 Value Tilt Betterment -1.80 Jul 23 0.55 11.94 12.70
Edge Select Moderate Merrill Lynch -1.81 Jul 23 0.09 8.54 7.49
Three Funds Bogleheads -1.81 Jul 23 -0.09 11.51 10.03
Paul Boyer Portfolio Paul Boyer -1.82 Jul 23 -1.57 1.62 4.85
US Stocks Quality -1.83 Jul 23 2.01 14.60 10.91
LifeStrategy Growth Fund Vanguard -1.83 Jul 23 -0.07 11.49 10.14
Robo Advisor 90 Value Tilt Betterment -1.83 Jul 23 0.59 13.21 14.08
Developed World ex-US 60/40 -1.85 Jul 23 0.04 7.74 9.46
Second Grader's Starter Paul Farrell -1.85 Jul 23 -0.16 13.02 11.06
All Country World Stocks -1.88 Jul 23 -0.38 13.88 11.93
Pepperoni Portfolio Davide Pisicchio -1.89 Jul 23 -0.20 11.35 8.61
Gretchen Tai Portfolio Gretchen Tai -1.90 Jul 23 0.24 10.70 10.97
Edge Select Moderately Aggressive Merrill Lynch -1.94 Jul 23 -0.01 10.88 9.46
Dedalo Eleven Dedalo Invest -1.98 Jul 23 -0.20 12.55 10.87
Berkshire Hathaway Warren Buffett -1.99 Jul 23 5.34 4.28 -0.79
Gone Fishin' Portfolio Alexander Green -2.00 Jul 23 0.49 10.16 11.73
Developed World ex-US 80/20 -2.03 Jul 23 -0.09 9.77 12.16
Global Market Portfolio Credit Suisse -2.05 Jul 23 0.16 7.01 6.63
Developed World ex-US Stocks Momentum -2.06 Jul 23 2.04 12.32 12.44
Ulcer Free Strategy Aim Ways -2.08 Jul 23 -1.22 4.31 5.07
Edge Select Aggressive Merrill Lynch -2.09 Jul 23 0.10 13.15 11.63
Developed World ex-US Stocks -2.21 Jul 23 -0.20 11.77 14.85
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.24 Jul 23 -6.25 -1.53 -2.01
All Weather Portfolio 2x Leveraged Ray Dalio -2.36 Jul 23 -2.77 2.23 5.86
Diavola Portfolio Davide Pisicchio -2.65 Jul 23 -0.28 17.01 12.23
Family Taxable Portfolio Ted Aronson -2.73 Jul 23 1.38 12.77 14.35
Stocks/Bonds 20/80 Momentum -2.74 Jul 23 2.28 8.88 8.05
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.78 Jul 23 -3.00 4.64 1.79
Golden Butterfly 2x Leveraged Tyler -2.87 Jul 23 -1.34 7.28 7.87
Stocks/Bonds 60/40 2x Leveraged -3.05 Jul 23 -1.68 17.07 9.32
Stocks/Bonds 40/60 2x Leveraged -3.11 Jul 23 -1.06 10.91 5.57
Stocks/Bonds 40/60 Momentum -4.18 Jul 23 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -5.62 Jul 23 5.76 25.66 22.64
Emerging Markets Stocks -5.83 Jul 23 0.24 21.09 25.69
Technology -6.18 Jul 23 -0.15 27.73 20.16
Stocks/Bonds 80/20 Momentum -7.07 Jul 23 7.28 34.26 29.94
Ark Tech Portfolio Cathie Wood -8.09 Jul 23 2.06 29.22 15.91
US Stocks Momentum -8.51 Jul 23 8.68 43.01 37.24