Last Update - Jul 01 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 Jun 26
Ticker Asset Class Jul 26▾ Time(ET) 1M 3M 6M
GLD
Gold 1.41 Jul 01 -11.68 -14.39 -7.05
VNQ
US REITs 0.97 Jul 01 1.65 9.67 11.11
IJR
US Small Cap 0.35 Jul 01 7.28 19.67 23.98
PFF
US Preferred Stocks 0.18 Jul 01 -2.97 1.93 0.48
SPY
US Large Cap 0.13 Jul 01 -1.03 15.12 10.09
VTI
US Total Stock Market 0.10 Jul 01 -0.39 15.68 11.04
VT
World All Countries -0.25 Jul 01 -0.38 13.88 11.93
BIL
US Cash -0.26 Jul 01 0.27 0.88 1.74
FLLA
Latin America -0.28 Jul 01 -2.93 -4.95 11.58
BNDX
International Bonds -0.33 Jul 01 0.44 1.50 1.38
BND
US Total Bond Market -0.44 Jul 01 0.27 0.70 0.75
EMB
Emerg. Market Bonds -0.47 Jul 01 0.43 4.05 2.38
DBC
Commodities -0.49 Jul 01 -9.57 -7.91 19.23
HYG
US High Yield Bonds -0.49 Jul 01 0.09 2.05 1.69
LQD
US Invest. Grade Bonds -0.51 Jul 01 0.11 1.26 0.88
EFA
EAFE Stocks -0.70 Jul 01 0.69 8.64 9.89
VGK
Europe -0.78 Jul 01 0.83 8.88 7.84
TLT
US Long Term Treasuries -0.90 Jul 01 1.17 0.85 1.03
TIP
US TIPS -0.99 Jul 01 -0.46 0.82 1.23
QQQ
US Technology -1.12 Jul 01 -0.15 27.73 20.16
CWB
US Convertible Bonds -1.28 Jul 01 -0.12 18.26 21.63
VPL
Pacific -2.00 Jul 01 -0.39 18.38 27.98
EEM
Emerging Markets -2.30 Jul 01 0.24 21.09 25.69
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 1.41 Jul 01 -11.68 -14.39 -7.05
Ark Tech Portfolio Cathie Wood 1.36 Jul 01 2.06 29.22 15.91
Berkshire Hathaway Warren Buffett 0.94 Jul 01 5.34 4.28 -0.79
US Stocks Equal Weight 0.74 Jul 01 2.28 11.29 11.98
US Stocks Minimum Volatility 0.70 Jul 01 0.17 4.34 3.19
Golden Butterfly 2x Leveraged Tyler 0.68 Jul 01 -1.34 7.28 7.87
US Stocks Value 0.68 Jul 01 0.23 8.17 8.27
Weird Portfolio Value Stock Geek 0.62 Jul 01 -1.39 3.50 6.71
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.60 Jul 01 -6.25 -1.53 -2.01
Talmud Portfolio 2x Leveraged Roger Gibson 0.51 Jul 01 -0.51 14.62 10.88
Cape US Sector Value Robert Shiller 0.50 Jul 01 0.89 5.40 0.88
US Stocks ESG 0.40 Jul 01 -1.14 18.04 9.84
Marc Faber Portfolio Marc Faber 0.33 Jul 01 -2.51 2.42 4.70
Talmud Portfolio Roger Gibson 0.21 Jul 01 0.51 8.59 7.63
Golden Butterfly Tyler 0.19 Jul 01 -1.08 3.37 5.30
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.19 Jul 01 -3.00 4.64 1.79
Gold Pivot Ptf Aim Ways 0.18 Jul 01 -3.83 -0.15 1.67
Golden Butterfly with Bitcoin Tyler 0.17 Jul 01
partial data		 -1.17 3.48 4.78
Golden Ratio Portfolio Frank Vasquez 0.15 Jul 01 -1.35 4.84 5.88
Simplified Permanent Portfolio The Lazy Team 0.12 Jul 01 -2.94 -0.10 0.97
Warren Buffett Portfolio Warren Buffett 0.11 Jul 01 -0.86 13.83 8.95
One-Decision Portfolio Marvin Appel 0.11 Jul 01 0.77 7.02 7.03
US Stocks 0.10 Jul 01 -0.39 15.68 11.04
Dynamic 60/40 Income The Lazy Team 0.09 Jul 01 -0.29 5.88 4.98
Permanent Portfolio Harry Browne 0.09 Jul 01 -2.70 0.29 1.69
Stocks/Bonds 60/40 ESG 0.08 Jul 01 -0.61 10.80 6.17
Stocks/Bonds 60/40 2x Leveraged 0.06 Jul 01 -1.68 17.07 9.32
Cockroach Portfolio Tony Dong 0.06 Jul 01 -0.36 -1.11 2.44
Permanent Portfolio with Bitcoin Harry Browne 0.06 Jul 01
partial data		 -2.80 0.38 1.17
Simple Money Portfolio Tim Maurer 0.06 Jul 01 0.64 6.53 7.86
Sheltered Sam 100/0 Bill Bernstein 0.04 Jul 01 1.54 12.58 14.67
Aim comfortable trip Aim Ways 0.02 Jul 01 -1.09 3.64 5.22
Dedalo Three Dedalo Invest 0.00 Jul 01 -0.38 15.13 11.30
Stocks/Bonds 80/20 -0.01 Jul 01 -0.27 12.58 8.98
Shield Strategy Aim Ways -0.01 Jul 01 -2.51 4.58 4.27
Ultimate Buy and Hold Strategy Paul Merriman -0.01 Jul 01 0.98 12.16 14.50
US Stocks Quality -0.01 Jul 01 2.01 14.60 10.91
In Saecula Saeculorum Fulvio Marchese -0.02 Jul 01 -1.28 5.50 4.44
Big Rocks Portfolio Larry Swedroe -0.02 Jul 01 1.33 8.06 9.41
Sheltered Sam 90/10 Bill Bernstein -0.02 Jul 01 1.39 11.39 13.28
Simple Path to Wealth JL Collins -0.03 Jul 01 -0.23 11.81 8.46
Pinwheel Tyler -0.05 Jul 01 -0.24 7.29 8.92
Desert Portfolio Gyroscopic Investing -0.05 Jul 01 -1.27 2.93 2.55
Stocks/Bonds 40/60 2x Leveraged -0.05 Jul 01 -1.06 10.91 5.57
Coffeehouse Bill Schultheis -0.06 Jul 01 1.85 8.76 9.87
Dedalo Four Dedalo Invest -0.07 Jul 01 -0.23 12.31 9.33
Odd-Stats Strategy Aim Ways -0.08 Jul 01 -0.85 6.19 5.62
Desert Portfolio with Bitcoin Gyroscopic Investing -0.08 Jul 01
partial data		 -1.37 3.04 2.03
Stocks/Bonds 40/60 ESG -0.08 Jul 01 -0.33 7.34 4.33
Sheltered Sam 80/20 Bill Bernstein -0.09 Jul 01 1.23 10.20 11.90
Four Seasons Portfolio Davide Pisicchio -0.09 Jul 01 -1.32 5.54 4.89
Capricciosa Portfolio Davide Pisicchio -0.10 Jul 01 -0.75 7.86 6.29
Stocks/Bonds 60/40 with Bitcoin -0.11 Jul 01
partial data		 -0.46 9.19 6.14
Stocks/Bonds 60/40 -0.11 Jul 01 -0.14 9.54 6.92
PISI Portfolio Davide Pisicchio -0.13 Jul 01 -1.18 3.13 2.67
Margherita Portfolio Davide Pisicchio -0.14 Jul 01 -1.29 4.00 3.78
Sheltered Sam 70/30 Bill Bernstein -0.15 Jul 01 1.07 9.00 10.52
Tilt Toward Value Time Money Inc -0.16 Jul 01 0.66 8.39 8.22
Sandwich Portfolio Bob Clyatt -0.16 Jul 01 0.21 7.78 7.65
Aggressive Global Income The Lazy Team -0.16 Jul 01 1.12 6.17 10.31
Five Asset Roger Gibson -0.17 Jul 01 -1.89 5.27 11.37
Conservative Portfolio Lyn Alden -0.17 Jul 01 -0.55 7.34 7.76
Paul Boyer Portfolio Paul Boyer -0.19 Jul 01 -1.57 1.62 4.85
Dynamic 40/60 Income The Lazy Team -0.19 Jul 01 -0.56 4.73 3.24
Seven Value Scott Burns -0.20 Jul 01 -0.13 4.61 10.72
No Brainer Portfolio Bill Bernstein -0.20 Jul 01 1.73 11.88 12.25
Core Four Rick Ferri -0.21 Jul 01 0.04 11.24 9.83
Sheltered Sam 60/40 Bill Bernstein -0.21 Jul 01 0.91 7.80 9.14
Coward's Portfolio Bill Bernstein -0.21 Jul 01 1.25 9.14 10.17
Nano Portfolio John Wasik -0.21 Jul 01 0.36 7.04 6.80
Stocks/Bonds 40/60 with Bitcoin -0.22 Jul 01
partial data		 -0.34 6.18 4.08
Late Sixties and Beyond Burton Malkiel -0.22 Jul 01 0.54 9.83 9.28
Stocks/Bonds 40/60 -0.22 Jul 01 -0.01 6.54 4.86
Long Term Portfolio Ben Stein -0.23 Jul 01 0.78 11.25 11.40
Ultimate Buy&Hold FundAdvice -0.23 Jul 01 0.63 7.36 8.71
All Weather Portfolio 2x Leveraged Ray Dalio -0.24 Jul 01 -2.77 2.23 5.86
Ivy Portfolio Mebane Faber -0.24 Jul 01 -2.10 4.08 12.29
Ideal Index Frank Armstrong -0.24 Jul 01 1.58 9.63 11.23
Simple and Cheap Time Money Inc -0.24 Jul 01 0.20 8.37 7.70
Six Ways from Sunday Scott Burns -0.24 Jul 01 -0.71 3.45 9.96
Yale Endowment David Swensen -0.25 Jul 01 0.14 9.53 9.21
Lazy Portfolio David Swensen -0.25 Jul 01 0.20 9.57 9.17
Diavola Portfolio Davide Pisicchio -0.25 Jul 01 -0.28 17.01 12.23
Five Fold Scott Burns -0.25 Jul 01 0.29 7.90 7.86
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.25 Jul 01 -0.03 9.73 8.77
All Country World Stocks -0.25 Jul 01 -0.38 13.88 11.93
Pepperoni Portfolio Davide Pisicchio -0.26 Jul 01 -0.20 11.35 8.61
US Cash -0.26 Jul 01 0.27 0.88 1.74
Sheltered Sam 50/50 Bill Bernstein -0.27 Jul 01 0.75 6.60 7.76
JP Morgan Balanced Portfolio JP Morgan -0.28 Jul 01 0.21 8.26 9.56
All Country World 80/20 -0.29 Jul 01 -0.25 11.37 9.79
Second Grader's Starter Paul Farrell -0.29 Jul 01 -0.16 13.02 11.06
Short Term Treasury -0.30 Jul 01 0.06 0.33 0.60
Andrew Tobias Portfolio Andrew Tobias -0.30 Jul 01 0.12 8.11 7.17
Robo Advisor 0 Betterment -0.31 Jul 01 0.06 0.34 0.58
All Weather Portfolio Ray Dalio -0.31 Jul 01 -1.43 2.86 4.62
All Country World 60/40 -0.32 Jul 01 -0.11 8.87 7.64
Larry Portfolio Larry Swedroe -0.32 Jul 01 0.64 4.39 5.40
All Weather Portfolio with Bitcoin Ray Dalio -0.32 Jul 01
partial data		 -1.53 2.92 3.84
Total Bond Developed World ex-US -0.33 Jul 01 0.44 1.50 1.38
Sheltered Sam 40/60 Bill Bernstein -0.33 Jul 01 0.58 5.39 6.38
Stocks/Bonds 20/80 -0.33 Jul 01 0.13 3.59 2.81
Mid-Fifties Burton Malkiel -0.33 Jul 01 0.44 11.37 10.75
Edge Select Conservative Merrill Lynch -0.34 Jul 01 0.42 3.69 3.84
Three Funds Bogleheads -0.34 Jul 01 -0.09 11.51 10.03
All Country World 40/60 -0.35 Jul 01 0.04 6.39 5.50
7Twelve Portfolio Craig Israelsen -0.35 Jul 01 -1.07 4.44 11.82
Robo Advisor 10 Value Tilt Betterment -0.36 Jul 01 0.17 1.88 2.08
LifeStrategy Growth Fund Vanguard -0.36 Jul 01 -0.07 11.49 10.14
Edge Select Aggressive Merrill Lynch -0.36 Jul 01 0.10 13.15 11.63
Edge Select Moderately Aggressive Merrill Lynch -0.37 Jul 01 -0.01 10.88 9.46
LifeStrategy Moderate Growth Vanguard -0.37 Jul 01 0.02 8.83 7.84
Edge Select Moderate Merrill Lynch -0.37 Jul 01 0.09 8.54 7.49
Edge Select Moderately Conservative Merrill Lynch -0.37 Jul 01 0.04 6.14 5.31
All Country World 20/80 -0.38 Jul 01 0.19 3.93 3.36
LifeStrategy Conservative Growth Vanguard -0.38 Jul 01 0.12 6.18 5.54
Dedalo Eleven Dedalo Invest -0.39 Jul 01 -0.20 12.55 10.87
Sheltered Sam 30/70 Bill Bernstein -0.39 Jul 01 0.40 4.18 5.00
Robo Advisor 20 Value Tilt Betterment -0.39 Jul 01 0.29 3.40 3.57
Rob Arnott Portfolio Rob Arnott -0.39 Jul 01 -0.92 3.28 6.15
Robo Advisor 100 Value Tilt Betterment -0.39 Jul 01 0.87 13.59 14.05
LifeStrategy Income Fund Vanguard -0.40 Jul 01 0.22 3.55 3.24
Lifepath Fund iShares -0.40 Jul 01 0.23 6.28 5.71
Four Funds Bogleheads -0.40 Jul 01 -0.16 11.52 10.08
Aggressive Portfolio Lyn Alden -0.40 Jul 01 -0.33 10.86 10.74
Ulcer Free Strategy Aim Ways -0.40 Jul 01 -1.22 4.31 5.07
Late Thirties to Early Forties Burton Malkiel -0.40 Jul 01 0.35 12.26 11.58
Moderate Portfolio Lyn Alden -0.40 Jul 01 -0.26 10.06 9.93
All Country World Bonds -0.41 Jul 01 0.36 1.48 1.21
Conservative Income Charles Schwab -0.42 Jul 01 0.21 1.35 1.70
GAA Global Asset Allocation Mebane Faber -0.43 Jul 01 -1.11 4.63 6.82
Mid-Twenties Burton Malkiel -0.43 Jul 01 0.31 12.65 12.01
Total Bond US -0.44 Jul 01 0.27 0.70 0.75
Couch Potato Scott Burns -0.44 Jul 01 -0.42 8.08 6.13
Sheltered Sam 20/80 Bill Bernstein -0.45 Jul 01 0.22 2.97 3.62
Perfect Portfolio Ben Stein -0.45 Jul 01 -0.40 10.70 11.89
Developed World ex-US 20/80 -0.46 Jul 01 0.30 3.61 4.07
Robo Advisor 50 Value Tilt Betterment -0.47 Jul 01 0.58 7.77 7.90
Robo Advisor 90 Value Tilt Betterment -0.49 Jul 01 0.59 13.21 14.08
Robo Advisor 80 Value Tilt Betterment -0.50 Jul 01 0.55 11.94 12.70
10-year Treasury -0.51 Jul 01 0.25 0.08 -0.06
Global Market Portfolio Credit Suisse -0.51 Jul 01 0.16 7.01 6.63
Sheltered Sam 10/90 Bill Bernstein -0.51 Jul 01 0.04 1.75 2.23
Gone Fishin' Portfolio Alexander Green -0.52 Jul 01 0.49 10.16 11.73
Four Square Scott Burns -0.56 Jul 01 -0.06 7.45 7.05
High Yield Bonds Income The Lazy Team -0.56 Jul 01 0.22 2.66 1.86
Sheltered Sam 0/100 Bill Bernstein -0.58 Jul 01 -0.15 0.53 0.85
Developed World ex-US 40/60 -0.60 Jul 01 0.16 5.68 6.77
Margaritaville Scott Burns -0.63 Jul 01 -0.22 9.50 8.96
Gretchen Tai Portfolio Gretchen Tai -0.63 Jul 01 0.24 10.70 10.97
Developed World ex-US 40/60 Momentum -0.69 Jul 01 1.12 5.84 5.80
Family Taxable Portfolio Ted Aronson -0.73 Jul 01 1.38 12.77 14.35
Eliminate Fat Tails Larry Swedroe -0.73 Jul 01 1.16 6.83 8.49
Developed World ex-US 60/40 -0.74 Jul 01 0.04 7.74 9.46
European Stocks -0.78 Jul 01 0.83 8.88 7.84
Developed World ex-US 60/40 Momentum -0.87 Jul 01 1.43 8.00 8.01
Developed World ex-US 80/20 -0.88 Jul 01 -0.09 9.77 12.16
US Inflation Protection -0.99 Jul 01 -0.46 0.82 1.23
Developed World ex-US Stocks -1.02 Jul 01 -0.20 11.77 14.85
Stocks/Bonds 20/80 Momentum -1.11 Jul 01 2.28 8.88 8.05
Technology -1.12 Jul 01 -0.15 27.73 20.16
Robust Alpha Architect -1.14 Jul 01 2.18 14.16 18.54
Developed World ex-US Stocks Momentum -1.24 Jul 01 2.04 12.32 12.44
Stocks/Bonds 40/60 Momentum -1.79 Jul 01 4.10 17.20 15.34
Emerging Markets Stocks -2.30 Jul 01 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -2.46 Jul 01 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -3.13 Jul 01 7.28 34.26 29.94
US Stocks Momentum -3.80 Jul 01 8.68 43.01 37.24
Dimensional Retirement Income Fund DFA - not available -1.38 2.12 2.41