Last Update - Jun 05 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).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of May 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | Jun 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
VNQ
|
US REITs | 1.14 | Jun 05 | -0.65 | 1.08 | 6.86 |
|
BIL
|
US Cash | 0.06 | Jun 05 | 0.32 | 0.90 | 1.81 |
|
TLT
|
US Long Term Treasuries | -0.43 | Jun 05 | 0.53 | -4.53 | -2.79 |
|
BNDX
|
International Bonds | -0.43 | Jun 05 | 0.82 | -1.11 | 0.40 |
|
BND
|
US Total Bond Market | -0.52 | Jun 05 | 0.28 | -1.32 | 0.18 |
|
HYG
|
US High Yield Bonds | -0.59 | Jun 05 | 0.44 | 0.99 | 2.10 |
|
TIP
|
US TIPS | -0.62 | Jun 05 | 0.19 | -0.10 | 1.06 |
|
EMB
|
Emerg. Market Bonds | -0.65 | Jun 05 | 1.09 | -0.01 | 2.25 |
|
IJR
|
US Small Cap | -0.71 | Jun 05 | 1.14 | 7.08 | 15.43 |
|
LQD
|
US Invest. Grade Bonds | -0.71 | Jun 05 | 0.86 | -0.95 | 0.02 |
|
DBC
|
Commodities | -0.85 | Jun 05 | -5.21 | 17.45 | 32.14 |
|
PFF
|
US Preferred Stocks | -1.63 | Jun 05 | 0.80 | 1.50 | 4.40 |
|
VGK
|
Europe | -2.11 | Jun 05 | 2.15 | -0.82 | 10.72 |
|
EFA
|
EAFE Stocks | -2.42 | Jun 05 | 2.42 | -0.55 | 12.09 |
|
VTI
|
US Total Stock Market | -2.46 | Jun 05 | 5.18 | 10.31 | 11.44 |
|
SPY
|
US Large Cap | -2.50 | Jun 05 | 5.26 | 10.58 | 11.33 |
|
CWB
|
US Convertible Bonds | -2.52 | Jun 05 | 7.12 | 14.98 | 20.34 |
|
VT
|
World All Countries | -2.81 | Jun 05 | 4.58 | 7.20 | 13.39 |
|
FLLA
|
Latin America | -4.48 | Jun 05 | -4.91 | -4.98 | 15.85 |
|
QQQ
|
US Technology | -4.50 | Jun 05 | 10.57 | 21.73 | 19.53 |
|
GLD
|
Gold | -5.01 | Jun 05 | -1.54 | -13.77 | 7.54 |
|
VPL
|
Pacific | -5.71 | Jun 05 | 8.25 | 6.62 | 31.36 |
|
EEM
|
Emerging Markets | -5.85 | Jun 05 | 7.20 | 9.62 | 28.10 |
| 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.
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 May 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | Jun 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| Berkshire Hathaway | Warren Buffett | 3.19 | Jun 05 | -0.14 | -6.09 | -7.69 | |
| Cape US Sector Value | Robert Shiller | 0.40 | Jun 05 | -0.98 | -3.20 | -0.60 | |
| US Cash | 0.06 | Jun 05 | 0.32 | 0.90 | 1.81 | ||
| Short Term Treasury | -0.24 | Jun 05 | 0.08 | -0.20 | 0.83 | ||
| Robo Advisor 0 | Betterment | -0.26 | Jun 05 | 0.08 | -0.25 | 0.81 | |
| Conservative Income | Charles Schwab | -0.31 | Jun 05 | 0.26 | -0.25 | 1.23 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.39 | Jun 05 | 0.12 | -0.16 | 0.92 | |
| Total Bond Developed World ex-US | -0.43 | Jun 05 | 0.82 | -1.11 | 0.40 | ||
| One-Decision Portfolio | Marvin Appel | -0.44 | Jun 05 | 1.30 | 3.06 | 5.79 | |
| Seven Value | Scott Burns | -0.47 | Jun 05 | 0.67 | 2.42 | 10.90 | |
| US Stocks Equal Weight | -0.48 | Jun 05 | 2.65 | 2.32 | 9.93 | ||
| Sheltered Sam 10/90 | Bill Bernstein | -0.50 | Jun 05 | 0.41 | 0.32 | 2.27 | |
| All Country World Bonds | -0.51 | Jun 05 | 0.59 | -1.05 | 0.58 | ||
| Total Bond US | -0.52 | Jun 05 | 0.28 | -1.32 | 0.18 | ||
| Robo Advisor 10 Value Tilt | Betterment | -0.53 | Jun 05 | 0.58 | 0.29 | 2.24 | |
| Six Ways from Sunday | Scott Burns | -0.56 | Jun 05 | 0.37 | 2.34 | 10.65 | |
| Cockroach Portfolio | Tony Dong | -0.58 | Jun 05 | -1.34 | -7.46 | 1.70 | |
| Sheltered Sam 20/80 | Bill Bernstein | -0.61 | Jun 05 | 0.70 | 0.78 | 3.61 | |
| Talmud Portfolio | Roger Gibson | -0.61 | Jun 05 | 1.60 | 3.30 | 6.20 | |
| US Inflation Protection | -0.62 | Jun 05 | 0.19 | -0.10 | 1.06 | ||
| US Stocks Value | -0.63 | Jun 05 | 1.86 | 2.97 | 8.39 | ||
| High Yield Bonds Income | The Lazy Team | -0.63 | Jun 05 | 0.90 | 0.25 | 1.59 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.72 | Jun 05 | 0.98 | 1.25 | 4.96 | |
| Dynamic 60/40 Income | The Lazy Team | -0.76 | Jun 05 | 1.17 | 2.72 | 5.16 | |
| 10-year Treasury | -0.76 | Jun 05 | -0.02 | -2.49 | -1.06 | ||
| Edge Select Conservative | Merrill Lynch | -0.76 | Jun 05 | 1.21 | 1.03 | 3.58 | |
| Coffeehouse | Bill Schultheis | -0.78 | Jun 05 | 1.46 | 2.62 | 8.00 | |
| Robo Advisor 20 Value Tilt | Betterment | -0.78 | Jun 05 | 1.06 | 0.81 | 3.66 | |
| Dimensional Retirement Income Fund | DFA | -0.82 | Jun 05 | 0.97 | 1.52 | 3.84 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.83 | Jun 05 | 1.25 | 1.70 | 6.30 | |
| Aggressive Global Income | The Lazy Team | -0.87 | Jun 05 | 0.49 | 1.08 | 9.71 | |
| Rob Arnott Portfolio | Rob Arnott | -0.89 | Jun 05 | 0.56 | 2.46 | 6.65 | |
| Stocks/Bonds 20/80 | -0.91 | Jun 05 | 1.30 | 0.99 | 2.43 | ||
| Sheltered Sam 50/50 | Bill Bernstein | -0.94 | Jun 05 | 1.53 | 2.15 | 7.65 | |
| Big Rocks Portfolio | Larry Swedroe | -0.96 | Jun 05 | 1.51 | 2.75 | 8.76 | |
| LifeStrategy Income Fund | Vanguard | -0.96 | Jun 05 | 1.32 | 0.47 | 2.97 | |
| All Country World 20/80 | -0.97 | Jun 05 | 1.43 | 0.64 | 3.14 | ||
| Nano Portfolio | John Wasik | -0.98 | Jun 05 | 1.49 | 1.83 | 6.43 | |
| US Stocks Minimum Volatility | -0.99 | Jun 05 | 2.07 | -0.83 | 2.17 | ||
| Stocks/Bonds 20/80 Momentum | -1.01 | Jun 05 | 2.69 | 3.91 | 5.46 | ||
| Sheltered Sam 60/40 | Bill Bernstein | -1.05 | Jun 05 | 1.79 | 2.59 | 9.00 | |
| Developed World ex-US 20/80 | -1.07 | Jun 05 | 1.58 | -0.36 | 4.14 | ||
| US Stocks Quality | -1.09 | Jun 05 | 3.98 | 5.41 | 9.36 | ||
| Dynamic 40/60 Income | The Lazy Team | -1.11 | Jun 05 | 1.55 | 2.52 | 4.20 | |
| Developed World ex-US 40/60 Momentum | -1.13 | Jun 05 | 1.23 | -0.52 | 5.64 | ||
| 7Twelve Portfolio | Craig Israelsen | -1.14 | Jun 05 | -0.21 | 6.30 | 13.14 | |
| Larry Portfolio | Larry Swedroe | -1.14 | Jun 05 | 0.86 | 0.64 | 5.18 | |
| Coward's Portfolio | Bill Bernstein | -1.15 | Jun 05 | 2.19 | 3.72 | 9.48 | |
| Five Fold | Scott Burns | -1.16 | Jun 05 | 1.89 | 2.57 | 7.50 | |
| Sheltered Sam 70/30 | Bill Bernstein | -1.16 | Jun 05 | 2.05 | 3.03 | 10.34 | |
| Eliminate Fat Tails | Larry Swedroe | -1.18 | Jun 05 | 1.55 | 2.95 | 7.54 | |
| Ivy Portfolio | Mebane Faber | -1.18 | Jun 05 | -0.35 | 7.24 | 14.63 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | -1.20 | Jun 05 | 2.38 | 4.27 | 8.95 | |
| Five Asset | Roger Gibson | -1.22 | Jun 05 | 0.38 | 6.18 | 13.67 | |
| Tilt Toward Value | Time Money Inc | -1.23 | Jun 05 | 2.18 | 3.05 | 7.70 | |
| Sheltered Sam 80/20 | Bill Bernstein | -1.27 | Jun 05 | 2.31 | 3.46 | 11.69 | |
| Ideal Index | Frank Armstrong | -1.29 | Jun 05 | 1.92 | 2.94 | 10.48 | |
| Stocks/Bonds 40/60 | -1.30 | Jun 05 | 2.31 | 3.31 | 4.68 | ||
| Simple Money Portfolio | Tim Maurer | -1.32 | Jun 05 | 1.47 | 1.33 | 8.33 | |
| Lifepath Fund | iShares | -1.35 | Jun 05 | 1.97 | 2.38 | 5.66 | |
| Late Sixties and Beyond | Burton Malkiel | -1.36 | Jun 05 | 2.59 | 3.69 | 8.78 | |
| Sheltered Sam 90/10 | Bill Bernstein | -1.38 | Jun 05 | 2.57 | 3.89 | 13.03 | |
| Robust | Alpha Architect | -1.40 | Jun 05 | 2.80 | 9.90 | 16.53 | |
| Stocks/Bonds 40/60 ESG | -1.43 | Jun 05 | 2.84 | 4.19 | 4.53 | ||
| All Country World 40/60 | -1.43 | Jun 05 | 2.25 | 2.31 | 5.71 | ||
| All Weather Portfolio | Ray Dalio | -1.43 | Jun 05 | 1.12 | 1.14 | 5.31 | |
| LifeStrategy Conservative Growth | Vanguard | -1.43 | Jun 05 | 2.18 | 2.17 | 5.69 | |
| Edge Select Moderately Conservative | Merrill Lynch | -1.44 | Jun 05 | 2.21 | 2.55 | 5.49 | |
| Ultimate Buy&Hold | FundAdvice | -1.45 | Jun 05 | 1.63 | 1.90 | 9.01 | |
| Developed World ex-US 60/40 Momentum | -1.49 | Jun 05 | 1.43 | -0.25 | 8.19 | ||
| Lazy Portfolio | David Swensen | -1.49 | Jun 05 | 2.41 | 3.93 | 8.98 | |
| Sheltered Sam 100/0 | Bill Bernstein | -1.49 | Jun 05 | 2.81 | 4.31 | 14.38 | |
| JP Morgan Balanced Portfolio | JP Morgan | -1.49 | Jun 05 | 1.90 | 4.47 | 9.85 | |
| Stocks/Bonds 40/60 Momentum | -1.50 | Jun 05 | 4.98 | 9.14 | 10.75 | ||
| Simple and Cheap | Time Money Inc | -1.51 | Jun 05 | 2.46 | 3.22 | 7.73 | |
| Robo Advisor 50 Value Tilt | Betterment | -1.51 | Jun 05 | 2.36 | 2.44 | 7.90 | |
| Yale Endowment | David Swensen | -1.52 | Jun 05 | 2.49 | 3.85 | 9.21 | |
| Couch Potato | Scott Burns | -1.54 | Jun 05 | 2.74 | 5.09 | 6.25 | |
| Global Market Portfolio | Credit Suisse | -1.55 | Jun 05 | 2.43 | 2.01 | 6.31 | |
| Stocks/Bonds 40/60 with Bitcoin | -1.56 | Jun 06, 08:00PM | 2.20 | 3.39 | 4.19 | ||
| Desert Portfolio | Gyroscopic Investing | -1.57 | Jun 05 | 1.38 | 0.45 | 4.08 | |
| Sandwich Portfolio | Bob Clyatt | -1.61 | Jun 05 | 2.19 | 3.02 | 7.85 | |
| Weird Portfolio | Value Stock Geek | -1.62 | Jun 05 | 0.58 | -2.21 | 8.53 | |
| Margherita Portfolio | Davide Pisicchio | -1.67 | Jun 05 | 1.84 | 1.46 | 5.26 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | -1.67 | Jun 06, 08:00PM | 1.15 | 1.27 | 4.53 | |
| Stocks/Bonds 60/40 | -1.68 | Jun 05 | 3.29 | 5.64 | 6.93 | ||
| PISI Portfolio | Davide Pisicchio | -1.69 | Jun 05 | 1.52 | 0.07 | 3.75 | |
| GAA Global Asset Allocation | Mebane Faber | -1.69 | Jun 05 | 1.63 | 2.16 | 8.09 | |
| No Brainer Portfolio | Bill Bernstein | -1.70 | Jun 05 | 2.62 | 5.09 | 11.19 | |
| Developed World ex-US 40/60 | -1.71 | Jun 05 | 2.30 | 0.36 | 7.84 | ||
| Golden Butterfly | Tyler | -1.71 | Jun 05 | 1.08 | -0.78 | 6.76 | |
| Andrew Tobias Portfolio | Andrew Tobias | -1.71 | Jun 05 | 2.61 | 3.09 | 8.19 | |
| Long Term Portfolio | Ben Stein | -1.72 | Jun 05 | 2.91 | 4.85 | 11.39 | |
| Four Square | Scott Burns | -1.73 | Jun 05 | 2.56 | 2.96 | 7.60 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | -1.76 | Jun 05 | 2.98 | 4.35 | 9.22 | |
| Pinwheel | Tyler | -1.76 | Jun 05 | 1.79 | 1.51 | 10.00 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | -1.76 | Jun 06, 08:00PM | 1.36 | 0.93 | 3.54 | |
| Odd-Stats Strategy | Aim Ways | -1.78 | Jun 05 | 2.69 | 2.17 | 6.08 | |
| Aim comfortable trip | Aim Ways | -1.81 | Jun 05 | 1.63 | -0.09 | 7.31 | |
| Capricciosa Portfolio | Davide Pisicchio | -1.82 | Jun 05 | 2.97 | 4.49 | 7.10 | |
| Edge Select Moderate | Merrill Lynch | -1.82 | Jun 05 | 2.90 | 4.05 | 7.83 | |
| Ulcer Free Strategy | Aim Ways | -1.83 | Jun 05 | 2.46 | 1.56 | 6.09 | |
| Mid-Fifties | Burton Malkiel | -1.85 | Jun 05 | 3.22 | 4.59 | 10.67 | |
| Four Seasons Portfolio | Davide Pisicchio | -1.86 | Jun 05 | 2.37 | 2.62 | 6.44 | |
| All Country World 60/40 | -1.89 | Jun 05 | 3.05 | 3.96 | 8.27 | ||
| In Saecula Saeculorum | Fulvio Marchese | -1.89 | Jun 05 | 2.36 | 2.26 | 5.86 | |
| Golden Butterfly with Bitcoin | Tyler | -1.90 | Jun 06, 08:00PM | 1.06 | -0.33 | 6.22 | |
| LifeStrategy Moderate Growth | Vanguard | -1.90 | Jun 05 | 3.02 | 3.85 | 8.41 | |
| Stocks/Bonds 60/40 ESG | -1.93 | Jun 05 | 4.11 | 7.05 | 6.76 | ||
| Marc Faber Portfolio | Marc Faber | -1.94 | Jun 05 | 0.88 | -2.00 | 7.96 | |
| Stocks/Bonds 60/40 with Bitcoin | -1.95 | Jun 06, 08:00PM | 3.18 | 5.73 | 6.44 | ||
| Permanent Portfolio | Harry Browne | -1.96 | Jun 05 | 1.14 | -2.39 | 4.71 | |
| Golden Ratio Portfolio | Frank Vasquez | -1.96 | Jun 05 | 1.87 | 0.79 | 7.33 | |
| Simple Path to Wealth | JL Collins | -1.97 | Jun 05 | 4.01 | 7.39 | 8.62 | |
| Stocks/Bonds 60/40 Momentum | -1.98 | Jun 05 | 7.16 | 14.40 | 16.05 | ||
| Pepperoni Portfolio | Davide Pisicchio | -1.99 | Jun 05 | 4.09 | 7.55 | 8.63 | |
| Core Four | Rick Ferri | -2.01 | Jun 05 | 3.43 | 5.35 | 10.28 | |
| Stocks/Bonds 80/20 | -2.07 | Jun 05 | 4.25 | 7.97 | 9.18 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | -2.10 | Jun 05 | 2.76 | 3.80 | 15.05 | |
| European Stocks | -2.11 | Jun 05 | 2.15 | -0.82 | 10.72 | ||
| Dedalo Four | Dedalo Invest | -2.14 | Jun 05 | 4.20 | 7.24 | 9.73 | |
| Late Thirties to Early Forties | Burton Malkiel | -2.15 | Jun 05 | 3.62 | 5.25 | 11.82 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -2.15 | Jun 06, 08:00PM | 1.11 | -1.95 | 4.18 | |
| Margaritaville | Scott Burns | -2.17 | Jun 05 | 3.13 | 4.34 | 10.00 | |
| Developed World ex-US Stocks Momentum | -2.19 | Jun 05 | 1.81 | 0.28 | 13.19 | ||
| Warren Buffett Portfolio | Warren Buffett | -2.21 | Jun 05 | 4.90 | 9.70 | 9.92 | |
| Edge Select Moderately Aggressive | Merrill Lynch | -2.22 | Jun 05 | 3.68 | 5.57 | 10.11 | |
| Paul Boyer Portfolio | Paul Boyer | -2.24 | Jun 05 | 0.90 | -2.83 | 7.03 | |
| Simplified Permanent Portfolio | The Lazy Team | -2.24 | Jun 05 | 0.92 | -2.68 | 4.40 | |
| Perfect Portfolio | Ben Stein | -2.26 | Jun 05 | 3.60 | 6.00 | 13.43 | |
| Mid-Twenties | Burton Malkiel | -2.29 | Jun 05 | 3.77 | 5.52 | 12.40 | |
| Gone Fishin' Portfolio | Alexander Green | -2.30 | Jun 05 | 2.86 | 3.25 | 12.80 | |
| Robo Advisor 80 Value Tilt | Betterment | -2.31 | Jun 05 | 3.69 | 4.91 | 13.35 | |
| Family Taxable Portfolio | Ted Aronson | -2.34 | Jun 05 | 3.59 | 5.11 | 13.35 | |
| Developed World ex-US 60/40 | -2.34 | Jun 05 | 3.00 | 1.05 | 11.50 | ||
| All Country World 80/20 | -2.35 | Jun 05 | 3.82 | 5.59 | 10.83 | ||
| Three Funds | Bogleheads | -2.36 | Jun 05 | 3.83 | 5.64 | 10.98 | |
| Four Funds | Bogleheads | -2.37 | Jun 05 | 3.81 | 5.76 | 11.07 | |
| Gretchen Tai Portfolio | Gretchen Tai | -2.37 | Jun 05 | 3.40 | 4.24 | 11.76 | |
| LifeStrategy Growth Fund | Vanguard | -2.37 | Jun 05 | 3.83 | 5.50 | 11.12 | |
| Robo Advisor 100 Value Tilt | Betterment | -2.37 | Jun 05 | 3.85 | 5.49 | 14.50 | |
| US Stocks | -2.46 | Jun 05 | 5.18 | 10.31 | 11.44 | ||
| Stocks/Bonds 80/20 Momentum | -2.47 | Jun 05 | 9.23 | 19.67 | 21.35 | ||
| Robo Advisor 90 Value Tilt | Betterment | -2.51 | Jun 05 | 4.03 | 5.62 | 14.86 | |
| Dedalo Eleven | Dedalo Invest | -2.52 | Jun 05 | 4.30 | 6.56 | 11.85 | |
| Shield Strategy | Aim Ways | -2.54 | Jun 05 | 2.84 | 1.70 | 7.25 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -2.54 | Jun 05 | 1.60 | -2.09 | 6.76 | |
| Edge Select Aggressive | Merrill Lynch | -2.55 | Jun 05 | 4.28 | 6.84 | 12.37 | |
| Second Grader's Starter | Paul Farrell | -2.55 | Jun 05 | 4.30 | 6.78 | 12.11 | |
| Dedalo Three | Dedalo Invest | -2.56 | Jun 05 | 5.00 | 9.36 | 12.03 | |
| Gold Pivot Ptf | Aim Ways | -2.69 | Jun 05 | 1.65 | -2.36 | 6.47 | |
| Diavola Portfolio | Davide Pisicchio | -2.77 | Jun 05 | 6.08 | 11.98 | 12.34 | |
| All Country World Stocks | -2.81 | Jun 05 | 4.58 | 7.20 | 13.39 | ||
| Stocks/Bonds 40/60 2x Leveraged | -2.94 | Jun 05 | 4.20 | 4.18 | 5.28 | ||
| US Stocks ESG | -2.95 | Jun 05 | 6.58 | 12.89 | 11.23 | ||
| US Stocks Momentum | -2.96 | Jun 05 | 11.21 | 24.96 | 26.65 | ||
| Developed World ex-US 80/20 | -2.98 | Jun 05 | 3.67 | 1.71 | 15.14 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -3.43 | Jun 05 | 2.71 | -1.64 | 4.33 | |
| Developed World ex-US Stocks | -3.62 | Jun 05 | 4.32 | 2.35 | 18.74 | ||
| Stocks/Bonds 60/40 2x Leveraged | -3.68 | Jun 05 | 6.32 | 9.36 | 10.07 | ||
| Golden Butterfly 2x Leveraged | Tyler | -3.88 | Jun 05 | 1.52 | -3.40 | 9.66 | |
| Technology | -4.50 | Jun 05 | 10.57 | 21.73 | 19.53 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -4.53 | Jun 05 | 1.58 | -7.25 | 5.01 | |
| Gold | -5.01 | Jun 05 | -1.54 | -13.77 | 7.54 | ||
| Emerging Markets Stocks | -5.85 | Jun 05 | 7.20 | 9.62 | 28.10 | ||
| Ark Tech Portfolio | Cathie Wood | -7.95 | Jun 05 | 11.68 | 16.59 | 11.52 | |
