Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 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 May 26
Ticker Asset Class Jun 26â–ľ Time(ET) 1M 3M 6M
IJR
US Small Cap 3.28 Jun 23 1.14 7.08 15.43
VNQ
US REITs 2.26 Jun 23 -0.65 1.08 6.86
TLT
US Long Term Treasuries 0.91 Jun 23 0.53 -4.53 -2.79
BNDX
International Bonds 0.34 Jun 23 0.82 -1.11 0.40
CWB
US Convertible Bonds 0.27 Jun 23 7.12 14.98 20.34
EMB
Emerg. Market Bonds 0.25 Jun 23 1.09 -0.01 2.25
BIL
US Cash 0.21 Jun 23 0.32 0.90 1.81
BND
US Total Bond Market 0.01 Jun 23 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds -0.03 Jun 23 0.86 -0.95 0.02
HYG
US High Yield Bonds -0.04 Jun 23 0.44 0.99 2.10
EFA
EAFE Stocks -0.69 Jun 23 2.42 -0.55 12.09
VGK
Europe -0.74 Jun 23 2.15 -0.82 10.72
TIP
US TIPS -0.94 Jun 23 0.19 -0.10 1.06
EEM
Emerging Markets -1.58 Jun 23 7.20 9.62 28.10
PFF
US Preferred Stocks -2.04 Jun 23 0.80 1.50 4.40
VT
World All Countries -2.04 Jun 23 4.58 7.20 13.39
VPL
Pacific -2.14 Jun 23 8.25 6.62 31.36
VTI
US Total Stock Market -2.37 Jun 23 5.18 10.31 11.44
SPY
US Large Cap -2.78 Jun 23 5.26 10.58 11.33
QQQ
US Technology -3.23 Jun 23 10.57 21.73 19.53
FLLA
Latin America -3.43 Jun 23 -4.91 -4.98 15.85
DBC
Commodities -8.01 Jun 23 -5.21 17.45 32.14
GLD
Gold -9.54 Jun 23 -1.54 -13.77 7.54
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 Jun 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.
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 Monthly Return (%)
Return (%) as of May 26
Portfolio Author Jun 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 4.53 Jun 23 11.21 24.96 26.65
Berkshire Hathaway Warren Buffett 3.78 Jun 23 -0.14 -6.09 -7.69
Stocks/Bonds 80/20 Momentum 3.63 Jun 23 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 2.72 Jun 23 7.16 14.40 16.05
Stocks/Bonds 40/60 Momentum 1.82 Jun 23 4.98 9.14 10.75
Stocks/Bonds 20/80 Momentum 0.91 Jun 23 2.69 3.91 5.46
Developed World ex-US Stocks Momentum 0.81 Jun 23 1.81 0.28 13.19
Robust Alpha Architect 0.64 Jun 23 2.80 9.90 16.53
Developed World ex-US 60/40 Momentum 0.62 Jun 23 1.43 -0.25 8.19
Coffeehouse Bill Schultheis 0.62 Jun 23 1.46 2.62 8.00
Developed World ex-US 40/60 Momentum 0.53 Jun 23 1.23 -0.52 5.64
US Stocks Equal Weight 0.42 Jun 23 2.65 2.32 9.93
Total Bond Developed World ex-US 0.34 Jun 23 0.82 -1.11 0.40
Ideal Index Frank Armstrong 0.32 Jun 23 1.92 2.94 10.48
US Cash 0.21 Jun 23 0.32 0.90 1.81
Aggressive Global Income The Lazy Team 0.20 Jun 23 0.49 1.08 9.71
Big Rocks Portfolio Larry Swedroe 0.19 Jun 23 1.51 2.75 8.76
All Country World Bonds 0.16 Jun 23 0.59 -1.05 0.58
One-Decision Portfolio Marvin Appel 0.15 Jun 23 1.30 3.06 5.79
Sheltered Sam 100/0 Bill Bernstein 0.12 Jun 23 2.81 4.31 14.38
High Yield Bonds Income The Lazy Team 0.12 Jun 23 0.90 0.25 1.59
Sheltered Sam 90/10 Bill Bernstein 0.07 Jun 23 2.57 3.89 13.03
Coward's Portfolio Bill Bernstein 0.06 Jun 23 2.19 3.72 9.48
Conservative Income Charles Schwab 0.01 Jun 23 0.26 -0.25 1.23
Total Bond US 0.01 Jun 23 0.28 -1.32 0.18
Sheltered Sam 80/20 Bill Bernstein 0.01 Jun 23 2.31 3.46 11.69
Eliminate Fat Tails Larry Swedroe 0.00 Jun 23 1.55 2.95 7.54
Talmud Portfolio Roger Gibson -0.04 Jun 23 1.60 3.30 6.20
Cape US Sector Value Robert Shiller -0.04 Jun 23 -0.98 -3.20 -0.60
Sheltered Sam 70/30 Bill Bernstein -0.05 Jun 23 2.05 3.03 10.34
Developed World ex-US 20/80 -0.07 Jun 23 1.58 -0.36 4.14
Edge Select Conservative Merrill Lynch -0.08 Jun 23 1.21 1.03 3.58
Sheltered Sam 60/40 Bill Bernstein -0.10 Jun 23 1.79 2.59 9.00
Short Term Treasury -0.11 Jun 23 0.08 -0.20 0.83
Robo Advisor 0 Betterment -0.11 Jun 23 0.08 -0.25 0.81
Sheltered Sam 50/50 Bill Bernstein -0.16 Jun 23 1.53 2.15 7.65
Robo Advisor 10 Value Tilt Betterment -0.16 Jun 23 0.58 0.29 2.24
No Brainer Portfolio Bill Bernstein -0.19 Jun 23 2.62 5.09 11.19
Robo Advisor 20 Value Tilt Betterment -0.20 Jun 23 1.06 0.81 3.66
Sheltered Sam 40/60 Bill Bernstein -0.22 Jun 23 1.25 1.70 6.30
10-year Treasury -0.23 Jun 23 -0.02 -2.49 -1.06
Seven Value Scott Burns -0.26 Jun 23 0.67 2.42 10.90
Sheltered Sam 30/70 Bill Bernstein -0.27 Jun 23 0.98 1.25 4.96
Larry Portfolio Larry Swedroe -0.28 Jun 23 0.86 0.64 5.18
Tilt Toward Value Time Money Inc -0.28 Jun 23 2.18 3.05 7.70
All Country World 20/80 -0.28 Jun 23 1.43 0.64 3.14
LifeStrategy Income Fund Vanguard -0.29 Jun 23 1.32 0.47 2.97
US Stocks Value -0.29 Jun 23 1.86 2.97 8.39
Sheltered Sam 20/80 Bill Bernstein -0.33 Jun 23 0.70 0.78 3.61
Nano Portfolio John Wasik -0.35 Jun 23 1.49 1.83 6.43
Late Sixties and Beyond Burton Malkiel -0.35 Jun 23 2.59 3.69 8.78
Robo Advisor 50 Value Tilt Betterment -0.37 Jun 23 2.36 2.44 7.90
Five Fold Scott Burns -0.38 Jun 23 1.89 2.57 7.50
Sheltered Sam 10/90 Bill Bernstein -0.38 Jun 23 0.41 0.32 2.27
Ultimate Buy&Hold FundAdvice -0.38 Jun 23 1.63 1.90 9.01
Simple Money Portfolio Tim Maurer -0.43 Jun 23 1.47 1.33 8.33
Ultimate Buy and Hold Strategy Paul Merriman -0.43 Jun 23 2.76 3.80 15.05
Sheltered Sam 0/100 Bill Bernstein -0.44 Jun 23 0.12 -0.16 0.92
Family Taxable Portfolio Ted Aronson -0.44 Jun 23 3.59 5.11 13.35
Dynamic 60/40 Income The Lazy Team -0.46 Jun 23 1.17 2.72 5.16
Stocks/Bonds 20/80 -0.47 Jun 23 1.30 0.99 2.43
Developed World ex-US 40/60 -0.48 Jun 23 2.30 0.36 7.84
Global Market Portfolio Credit Suisse -0.53 Jun 23 2.43 2.01 6.31
Long Term Portfolio Ben Stein -0.54 Jun 23 2.91 4.85 11.39
Mid-Fifties Burton Malkiel -0.67 Jun 23 3.22 4.59 10.67
Simple and Cheap Time Money Inc -0.69 Jun 23 2.46 3.22 7.73
LifeStrategy Conservative Growth Vanguard -0.69 Jun 23 2.18 2.17 5.69
Lazy Portfolio David Swensen -0.70 Jun 23 2.41 3.93 8.98
Lifepath Fund iShares -0.70 Jun 23 1.97 2.38 5.66
All Country World 40/60 -0.72 Jun 23 2.25 2.31 5.71
Six Ways from Sunday Scott Burns -0.74 Jun 23 0.37 2.34 10.65
Cockroach Portfolio Tony Dong -0.74 Jun 23 -1.34 -7.46 1.70
European Stocks -0.74 Jun 23 2.15 -0.82 10.72
Edge Select Moderately Conservative Merrill Lynch -0.75 Jun 23 2.21 2.55 5.49
Yale Endowment David Swensen -0.78 Jun 23 2.49 3.85 9.21
Robo Advisor 100 Value Tilt Betterment -0.78 Jun 23 3.85 5.49 14.50
Talmud Portfolio 2x Leveraged Roger Gibson -0.80 Jun 23 2.38 4.27 8.95
Sandwich Portfolio Bob Clyatt -0.82 Jun 23 2.19 3.02 7.85
Dimensional Retirement Income Fund DFA -0.82 Jun 23 0.97 1.52 3.84
JP Morgan Balanced Portfolio JP Morgan -0.83 Jun 23 1.90 4.47 9.85
Robo Advisor 80 Value Tilt Betterment -0.84 Jun 23 3.69 4.91 13.35
Dynamic 40/60 Income The Lazy Team -0.86 Jun 23 1.55 2.52 4.20
Developed World ex-US 60/40 -0.89 Jun 23 3.00 1.05 11.50
Rob Arnott Portfolio Rob Arnott -0.91 Jun 23 0.56 2.46 6.65
Late Thirties to Early Forties Burton Malkiel -0.91 Jun 23 3.62 5.25 11.82
Gone Fishin' Portfolio Alexander Green -0.94 Jun 23 2.86 3.25 12.80
US Inflation Protection -0.94 Jun 23 0.19 -0.10 1.06
Stocks/Bonds 40/60 -0.94 Jun 23 2.31 3.31 4.68
Robo Advisor 90 Value Tilt Betterment -0.96 Jun 23 4.03 5.62 14.86
US Stocks Quality -0.97 Jun 23 3.98 5.41 9.36
Mid-Twenties Burton Malkiel -0.99 Jun 23 3.77 5.52 12.40
Edge Select Moderate Merrill Lynch -1.00 Jun 23 2.90 4.05 7.83
Four Square Scott Burns -1.04 Jun 23 2.56 2.96 7.60
Pinwheel Tyler -1.05 Jun 23 1.79 1.51 10.00
Andrew Tobias Portfolio Andrew Tobias -1.06 Jun 23 2.61 3.09 8.19
Gretchen Tai Portfolio Gretchen Tai -1.08 Jun 23 3.40 4.24 11.76
LifeStrategy Moderate Growth Vanguard -1.09 Jun 23 3.02 3.85 8.41
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.16 Jun 23 2.98 4.35 9.22
All Country World 60/40 -1.16 Jun 23 3.05 3.96 8.27
Stocks/Bonds 40/60 with Bitcoin -1.17 Jun 23, 08:00PM 2.20 3.39 4.19
Stocks/Bonds 40/60 ESG -1.23 Jun 23 2.84 4.19 4.53
Core Four Rick Ferri -1.24 Jun 23 3.43 5.35 10.28
Developed World ex-US 80/20 -1.30 Jun 23 3.67 1.71 15.14
Edge Select Moderately Aggressive Merrill Lynch -1.33 Jun 23 3.68 5.57 10.11
Ulcer Free Strategy Aim Ways -1.41 Jun 23 2.46 1.56 6.09
7Twelve Portfolio Craig Israelsen -1.41 Jun 23 -0.21 6.30 13.14
Stocks/Bonds 60/40 -1.42 Jun 23 3.29 5.64 6.93
GAA Global Asset Allocation Mebane Faber -1.47 Jun 23 1.63 2.16 8.09
Edge Select Aggressive Merrill Lynch -1.49 Jun 23 4.28 6.84 12.37
LifeStrategy Growth Fund Vanguard -1.50 Jun 23 3.83 5.50 11.12
Margaritaville Scott Burns -1.51 Jun 23 3.13 4.34 10.00
Perfect Portfolio Ben Stein -1.53 Jun 23 3.60 6.00 13.43
Three Funds Bogleheads -1.54 Jun 23 3.83 5.64 10.98
Emerging Markets Stocks -1.58 Jun 23 7.20 9.62 28.10
Pepperoni Portfolio Davide Pisicchio -1.58 Jun 23 4.09 7.55 8.63
All Country World 80/20 -1.60 Jun 23 3.82 5.59 10.83
Four Funds Bogleheads -1.63 Jun 23 3.81 5.76 11.07
Stocks/Bonds 60/40 with Bitcoin -1.64 Jun 23, 08:00PM 3.18 5.73 6.44
Weird Portfolio Value Stock Geek -1.65 Jun 23 0.58 -2.21 8.53
Couch Potato Scott Burns -1.66 Jun 23 2.74 5.09 6.25
Odd-Stats Strategy Aim Ways -1.68 Jun 23 2.69 2.17 6.08
All Weather Portfolio Ray Dalio -1.70 Jun 23 1.12 1.14 5.31
Developed World ex-US Stocks -1.71 Jun 23 4.32 2.35 18.74
Capricciosa Portfolio Davide Pisicchio -1.74 Jun 23 2.97 4.49 7.10
Aim comfortable trip Aim Ways -1.75 Jun 23 1.63 -0.09 7.31
Dedalo Four Dedalo Invest -1.75 Jun 23 4.20 7.24 9.73
Dedalo Eleven Dedalo Invest -1.76 Jun 23 4.30 6.56 11.85
All Weather Portfolio with Bitcoin Ray Dalio -1.77 Jun 23, 08:00PM 1.15 1.27 4.53
Simple Path to Wealth JL Collins -1.78 Jun 23 4.01 7.39 8.62
Second Grader's Starter Paul Farrell -1.78 Jun 23 4.30 6.78 12.11
PISI Portfolio Davide Pisicchio -1.78 Jun 23 1.52 0.07 3.75
Margherita Portfolio Davide Pisicchio -1.81 Jun 23 1.84 1.46 5.26
US Stocks Minimum Volatility -1.82 Jun 23 2.07 -0.83 2.17
Desert Portfolio Gyroscopic Investing -1.82 Jun 23 1.38 0.45 4.08
Stocks/Bonds 60/40 ESG -1.82 Jun 23 4.11 7.05 6.76
Golden Butterfly Tyler -1.83 Jun 23 1.08 -0.78 6.76
Five Asset Roger Gibson -1.84 Jun 23 0.38 6.18 13.67
Desert Portfolio with Bitcoin Gyroscopic Investing -1.88 Jun 23, 08:00PM 1.36 0.93 3.54
Golden Butterfly with Bitcoin Tyler -1.89 Jun 23, 08:00PM 1.06 -0.33 6.22
Stocks/Bonds 80/20 -1.90 Jun 23 4.25 7.97 9.18
Paul Boyer Portfolio Paul Boyer -1.97 Jun 23 0.90 -2.83 7.03
Four Seasons Portfolio Davide Pisicchio -2.02 Jun 23 2.37 2.62 6.44
All Country World Stocks -2.04 Jun 23 4.58 7.20 13.39
Ivy Portfolio Mebane Faber -2.05 Jun 23 -0.35 7.24 14.63
In Saecula Saeculorum Fulvio Marchese -2.08 Jun 23 2.36 2.26 5.86
Dedalo Three Dedalo Invest -2.27 Jun 23 5.00 9.36 12.03
Golden Ratio Portfolio Frank Vasquez -2.30 Jun 23 1.87 0.79 7.33
Diavola Portfolio Davide Pisicchio -2.37 Jun 23 6.08 11.98 12.34
US Stocks -2.37 Jun 23 5.18 10.31 11.44
Marc Faber Portfolio Marc Faber -2.38 Jun 23 0.88 -2.00 7.96
Warren Buffett Portfolio Warren Buffett -2.48 Jun 23 4.90 9.70 9.92
Permanent Portfolio Harry Browne -2.70 Jun 23 1.14 -2.39 4.71
Stocks/Bonds 40/60 2x Leveraged -2.74 Jun 23 4.20 4.18 5.28
Permanent Portfolio with Bitcoin Harry Browne -2.76 Jun 23, 08:00PM 1.11 -1.95 4.18
All Weather Portfolio 2x Leveraged Ray Dalio -2.93 Jun 23 1.60 -2.09 6.76
US Stocks ESG -3.02 Jun 23 6.58 12.89 11.23
Simplified Permanent Portfolio The Lazy Team -3.09 Jun 23 0.92 -2.68 4.40
Shield Strategy Aim Ways -3.15 Jun 23 2.84 1.70 7.25
Technology -3.23 Jun 23 10.57 21.73 19.53
Gold Pivot Ptf Aim Ways -3.77 Jun 23 1.65 -2.36 6.47
Stocks/Bonds 60/40 2x Leveraged -3.82 Jun 23 6.32 9.36 10.07
Golden Butterfly 2x Leveraged Tyler -3.91 Jun 23 1.52 -3.40 9.66
Desert Portfolio 2x Leveraged Gyroscopic Investing -4.03 Jun 23 2.71 -1.64 4.33
Ark Tech Portfolio Cathie Wood -5.52 Jun 23 11.68 16.59 11.52
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.51 Jun 23 1.58 -7.25 5.01
Gold -9.54 Jun 23 -1.54 -13.77 7.54