Last Update - Jul 16 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 6.75 Jul 16 -9.57 -7.91 19.23
VNQ
US REITs 3.77 Jul 16 1.65 9.67 11.11
FLLA
Latin America 1.90 Jul 16 -2.93 -4.95 11.58
SPY
US Large Cap 0.53 Jul 16 -1.03 15.12 10.09
VGK
Europe 0.28 Jul 16 0.83 8.88 7.84
HYG
US High Yield Bonds 0.25 Jul 16 0.09 2.05 1.69
BIL
US Cash 0.17 Jul 16 0.27 0.88 1.74
VTI
US Total Stock Market 0.15 Jul 16 -0.39 15.68 11.04
PFF
US Preferred Stocks 0.07 Jul 16 -2.97 1.93 0.48
EFA
EAFE Stocks -0.07 Jul 16 0.69 8.64 9.89
TIP
US TIPS -0.37 Jul 16 -0.46 0.82 1.23
EMB
Emerg. Market Bonds -0.47 Jul 16 0.43 4.05 2.38
BND
US Total Bond Market -0.49 Jul 16 0.27 0.70 0.75
VT
World All Countries -0.52 Jul 16 -0.38 13.88 11.93
BNDX
International Bonds -0.74 Jul 16 0.44 1.50 1.38
IJR
US Small Cap -0.78 Jul 16 7.28 19.67 23.98
GLD
Gold -0.93 Jul 16 -11.68 -14.39 -7.05
LQD
US Invest. Grade Bonds -1.09 Jul 16 0.11 1.26 0.88
TLT
US Long Term Treasuries -2.20 Jul 16 1.17 0.85 1.03
QQQ
US Technology -4.14 Jul 16 -0.15 27.73 20.16
VPL
Pacific -5.65 Jul 16 -0.39 18.38 27.98
CWB
US Convertible Bonds -5.74 Jul 16 -0.12 18.26 21.63
EEM
Emerging Markets -6.17 Jul 16 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
Cape US Sector Value Robert Shiller 2.33 Jul 16 0.89 5.40 0.88
US Stocks Value 2.28 Jul 16 0.23 8.17 8.27
Ivy Portfolio Mebane Faber 1.92 Jul 16 -2.10 4.08 12.29
Talmud Portfolio 2x Leveraged Roger Gibson 1.88 Jul 16 -0.51 14.62 10.88
Aggressive Global Income The Lazy Team 1.67 Jul 16 1.12 6.17 10.31
Five Asset Roger Gibson 1.66 Jul 16 -1.89 5.27 11.37
Six Ways from Sunday Scott Burns 1.39 Jul 16 -0.71 3.45 9.96
Seven Value Scott Burns 1.25 Jul 16 -0.13 4.61 10.72
Talmud Portfolio Roger Gibson 1.14 Jul 16 0.51 8.59 7.63
7Twelve Portfolio Craig Israelsen 1.09 Jul 16 -1.07 4.44 11.82
US Stocks Equal Weight 1.08 Jul 16 2.28 11.29 11.98
Dynamic 60/40 Income The Lazy Team 0.88 Jul 16 -0.29 5.88 4.98
Cockroach Portfolio Tony Dong 0.81 Jul 16 -0.36 -1.11 2.44
One-Decision Portfolio Marvin Appel 0.80 Jul 16 0.77 7.02 7.03
US Stocks ESG 0.70 Jul 16 -1.14 18.04 9.84
US Stocks Minimum Volatility 0.69 Jul 16 0.17 4.34 3.19
Simple Money Portfolio Tim Maurer 0.64 Jul 16 0.64 6.53 7.86
Weird Portfolio Value Stock Geek 0.60 Jul 16 -1.39 3.50 6.71
Nano Portfolio John Wasik 0.60 Jul 16 0.36 7.04 6.80
US Stocks Quality 0.56 Jul 16 2.01 14.60 10.91
Warren Buffett Portfolio Warren Buffett 0.43 Jul 16 -0.86 13.83 8.95
Big Rocks Portfolio Larry Swedroe 0.40 Jul 16 1.33 8.06 9.41
Rob Arnott Portfolio Rob Arnott 0.29 Jul 16 -0.92 3.28 6.15
European Stocks 0.28 Jul 16 0.83 8.88 7.84
Ultimate Buy and Hold Strategy Paul Merriman 0.27 Jul 16 0.98 12.16 14.50
Marc Faber Portfolio Marc Faber 0.27 Jul 16 -2.51 2.42 4.70
Stocks/Bonds 60/40 ESG 0.26 Jul 16 -0.61 10.80 6.17
Sheltered Sam 100/0 Bill Bernstein 0.24 Jul 16 1.54 12.58 14.67
Sheltered Sam 90/10 Bill Bernstein 0.21 Jul 16 1.39 11.39 13.28
Five Fold Scott Burns 0.20 Jul 16 0.29 7.90 7.86
Sheltered Sam 80/20 Bill Bernstein 0.18 Jul 16 1.23 10.20 11.90
US Cash 0.17 Jul 16 0.27 0.88 1.74
JP Morgan Balanced Portfolio JP Morgan 0.16 Jul 16 0.21 8.26 9.56
Yale Endowment David Swensen 0.16 Jul 16 0.14 9.53 9.21
Short Term Treasury 0.16 Jul 16 0.06 0.33 0.60
Sheltered Sam 70/30 Bill Bernstein 0.15 Jul 16 1.07 9.00 10.52
US Stocks 0.15 Jul 16 -0.39 15.68 11.04
Ultimate Buy&Hold FundAdvice 0.14 Jul 16 0.63 7.36 8.71
Lazy Portfolio David Swensen 0.14 Jul 16 0.20 9.57 9.17
Robo Advisor 0 Betterment 0.14 Jul 16 0.06 0.34 0.58
Sheltered Sam 60/40 Bill Bernstein 0.12 Jul 16 0.91 7.80 9.14
Coffeehouse Bill Schultheis 0.12 Jul 16 1.85 8.76 9.87
Sheltered Sam 50/50 Bill Bernstein 0.09 Jul 16 0.75 6.60 7.76
Andrew Tobias Portfolio Andrew Tobias 0.08 Jul 16 0.12 8.11 7.17
Sheltered Sam 40/60 Bill Bernstein 0.06 Jul 16 0.58 5.39 6.38
Sheltered Sam 30/70 Bill Bernstein 0.03 Jul 16 0.40 4.18 5.00
Stocks/Bonds 40/60 ESG 0.03 Jul 16 -0.33 7.34 4.33
Dynamic 40/60 Income The Lazy Team 0.03 Jul 16 -0.56 4.73 3.24
Stocks/Bonds 80/20 0.02 Jul 16 -0.27 12.58 8.98
Conservative Portfolio Lyn Alden 0.02 Jul 16 -0.55 7.34 7.76
Desert Portfolio with Bitcoin Gyroscopic Investing 0.02 Jul 16, 08:00PM -1.37 3.04 2.03
Stocks/Bonds 60/40 with Bitcoin 0.01 Jul 16, 08:00PM -0.46 9.19 6.14
Late Sixties and Beyond Burton Malkiel 0.01 Jul 16 0.54 9.83 9.28
Sheltered Sam 20/80 Bill Bernstein 0.00 Jul 16 0.22 2.97 3.62
Tilt Toward Value Time Money Inc -0.01 Jul 16 0.66 8.39 8.22
Simple Path to Wealth JL Collins -0.01 Jul 16 -0.23 11.81 8.46
Sheltered Sam 10/90 Bill Bernstein -0.02 Jul 16 0.04 1.75 2.23
Pinwheel Tyler -0.03 Jul 16 -0.24 7.29 8.92
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.04 Jul 16 -0.03 9.73 8.77
Conservative Income Charles Schwab -0.05 Jul 16 0.21 1.35 1.70
Sheltered Sam 0/100 Bill Bernstein -0.05 Jul 16 -0.15 0.53 0.85
Dedalo Three Dedalo Invest -0.05 Jul 16 -0.38 15.13 11.30
Robo Advisor 10 Value Tilt Betterment -0.06 Jul 16 0.17 1.88 2.08
Long Term Portfolio Ben Stein -0.07 Jul 16 0.78 11.25 11.40
Stocks/Bonds 60/40 2x Leveraged -0.10 Jul 16 -1.68 17.07 9.32
Dimensional Retirement Income Fund DFA -0.11 Jul 16 -1.38 2.12 2.41
Stocks/Bonds 60/40 -0.11 Jul 16 -0.14 9.54 6.92
Couch Potato Scott Burns -0.11 Jul 16 -0.42 8.08 6.13
Stocks/Bonds 40/60 with Bitcoin -0.11 Jul 16, 08:00PM -0.34 6.18 4.08
Desert Portfolio Gyroscopic Investing -0.12 Jul 16 -1.27 2.93 2.55
Coward's Portfolio Bill Bernstein -0.15 Jul 16 1.25 9.14 10.17
Core Four Rick Ferri -0.16 Jul 16 0.04 11.24 9.83
Simple and Cheap Time Money Inc -0.16 Jul 16 0.20 8.37 7.70
Sandwich Portfolio Bob Clyatt -0.17 Jul 16 0.21 7.78 7.65
Dedalo Four Dedalo Invest -0.20 Jul 16 -0.23 12.31 9.33
Ideal Index Frank Armstrong -0.21 Jul 16 1.58 9.63 11.23
Golden Butterfly with Bitcoin Tyler -0.22 Jul 16, 08:00PM -1.17 3.48 4.78
Stocks/Bonds 40/60 -0.23 Jul 16 -0.01 6.54 4.86
Robo Advisor 20 Value Tilt Betterment -0.24 Jul 16 0.29 3.40 3.57
Larry Portfolio Larry Swedroe -0.27 Jul 16 0.64 4.39 5.40
In Saecula Saeculorum Fulvio Marchese -0.29 Jul 16 -1.28 5.50 4.44
Aim comfortable trip Aim Ways -0.29 Jul 16 -1.09 3.64 5.22
Golden Ratio Portfolio Frank Vasquez -0.30 Jul 16 -1.35 4.84 5.88
Edge Select Conservative Merrill Lynch -0.33 Jul 16 0.42 3.69 3.84
Mid-Fifties Burton Malkiel -0.34 Jul 16 0.44 11.37 10.75
Capricciosa Portfolio Davide Pisicchio -0.35 Jul 16 -0.75 7.86 6.29
Golden Butterfly Tyler -0.36 Jul 16 -1.08 3.37 5.30
All Weather Portfolio with Bitcoin Ray Dalio -0.36 Jul 16, 08:00PM -1.53 2.92 3.84
Stocks/Bonds 20/80 -0.36 Jul 16 0.13 3.59 2.81
US Inflation Protection -0.37 Jul 16 -0.46 0.82 1.23
All Weather Portfolio Ray Dalio -0.42 Jul 16 -1.43 2.86 4.62
Four Seasons Portfolio Davide Pisicchio -0.43 Jul 16 -1.32 5.54 4.89
Lifepath Fund iShares -0.44 Jul 16 0.23 6.28 5.71
PISI Portfolio Davide Pisicchio -0.44 Jul 16 -1.18 3.13 2.67
Margherita Portfolio Davide Pisicchio -0.45 Jul 16 -1.29 4.00 3.78
Perfect Portfolio Ben Stein -0.47 Jul 16 -0.40 10.70 11.89
High Yield Bonds Income The Lazy Team -0.47 Jul 16 0.22 2.66 1.86
Aggressive Portfolio Lyn Alden -0.47 Jul 16 -0.33 10.86 10.74
Simplified Permanent Portfolio The Lazy Team -0.48 Jul 16 -2.94 -0.10 0.97
Total Bond US -0.49 Jul 16 0.27 0.70 0.75
No Brainer Portfolio Bill Bernstein -0.50 Jul 16 1.73 11.88 12.25
Second Grader's Starter Paul Farrell -0.51 Jul 16 -0.16 13.02 11.06
All Country World Stocks -0.52 Jul 16 -0.38 13.88 11.93
GAA Global Asset Allocation Mebane Faber -0.53 Jul 16 -1.11 4.63 6.82
All Country World 80/20 -0.53 Jul 16 -0.25 11.37 9.79
All Country World 60/40 -0.54 Jul 16 -0.11 8.87 7.64
Late Thirties to Early Forties Burton Malkiel -0.55 Jul 16 0.35 12.26 11.58
All Country World 40/60 -0.55 Jul 16 0.04 6.39 5.50
Edge Select Moderately Conservative Merrill Lynch -0.56 Jul 16 0.04 6.14 5.31
Four Funds Bogleheads -0.56 Jul 16 -0.16 11.52 10.08
All Country World 20/80 -0.56 Jul 16 0.19 3.93 3.36
Robo Advisor 100 Value Tilt Betterment -0.57 Jul 16 0.87 13.59 14.05
Permanent Portfolio with Bitcoin Harry Browne -0.57 Jul 16, 08:00PM -2.80 0.38 1.17
Stocks/Bonds 40/60 2x Leveraged -0.57 Jul 16 -1.06 10.91 5.57
10-year Treasury -0.57 Jul 16 0.25 0.08 -0.06
Three Funds Bogleheads -0.57 Jul 16 -0.09 11.51 10.03
All Country World Bonds -0.57 Jul 16 0.36 1.48 1.21
LifeStrategy Income Fund Vanguard -0.58 Jul 16 0.22 3.55 3.24
LifeStrategy Conservative Growth Vanguard -0.60 Jul 16 0.12 6.18 5.54
LifeStrategy Moderate Growth Vanguard -0.61 Jul 16 0.02 8.83 7.84
LifeStrategy Growth Fund Vanguard -0.63 Jul 16 -0.07 11.49 10.14
Mid-Twenties Burton Malkiel -0.64 Jul 16 0.31 12.65 12.01
Edge Select Moderate Merrill Lynch -0.65 Jul 16 0.09 8.54 7.49
Moderate Portfolio Lyn Alden -0.66 Jul 16 -0.26 10.06 9.93
Pepperoni Portfolio Davide Pisicchio -0.66 Jul 16 -0.20 11.35 8.61
Robo Advisor 50 Value Tilt Betterment -0.67 Jul 16 0.58 7.77 7.90
Margaritaville Scott Burns -0.68 Jul 16 -0.22 9.50 8.96
Four Square Scott Burns -0.70 Jul 16 -0.06 7.45 7.05
Permanent Portfolio Harry Browne -0.70 Jul 16 -2.70 0.29 1.69
Edge Select Moderately Aggressive Merrill Lynch -0.72 Jul 16 -0.01 10.88 9.46
Dedalo Eleven Dedalo Invest -0.74 Jul 16 -0.20 12.55 10.87
Total Bond Developed World ex-US -0.74 Jul 16 0.44 1.50 1.38
Odd-Stats Strategy Aim Ways -0.81 Jul 16 -0.85 6.19 5.62
Edge Select Aggressive Merrill Lynch -0.83 Jul 16 0.10 13.15 11.63
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.90 Jul 16 -3.00 4.64 1.79
Gold -0.93 Jul 16 -11.68 -14.39 -7.05
Developed World ex-US 20/80 -0.94 Jul 16 0.30 3.61 4.07
All Weather Portfolio 2x Leveraged Ray Dalio -0.94 Jul 16 -2.77 2.23 5.86
Diavola Portfolio Davide Pisicchio -0.94 Jul 16 -0.28 17.01 12.23
Shield Strategy Aim Ways -0.96 Jul 16 -2.51 4.58 4.27
Global Market Portfolio Credit Suisse -0.98 Jul 16 0.16 7.01 6.63
Robo Advisor 80 Value Tilt Betterment -0.98 Jul 16 0.55 11.94 12.70
Robo Advisor 90 Value Tilt Betterment -1.00 Jul 16 0.59 13.21 14.08
Gretchen Tai Portfolio Gretchen Tai -1.04 Jul 16 0.24 10.70 10.97
Eliminate Fat Tails Larry Swedroe -1.11 Jul 16 1.16 6.83 8.49
Developed World ex-US 40/60 -1.13 Jul 16 0.16 5.68 6.77
Gold Pivot Ptf Aim Ways -1.13 Jul 16 -3.83 -0.15 1.67
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.16 Jul 16 -6.25 -1.53 -2.01
Gone Fishin' Portfolio Alexander Green -1.23 Jul 16 0.49 10.16 11.73
Golden Butterfly 2x Leveraged Tyler -1.29 Jul 16 -1.34 7.28 7.87
Developed World ex-US 60/40 -1.32 Jul 16 0.04 7.74 9.46
Berkshire Hathaway Warren Buffett -1.38 Jul 16 5.34 4.28 -0.79
Developed World ex-US 40/60 Momentum -1.48 Jul 16 1.12 5.84 5.80
Developed World ex-US 80/20 -1.52 Jul 16 -0.09 9.77 12.16
Paul Boyer Portfolio Paul Boyer -1.61 Jul 16 -1.57 1.62 4.85
Developed World ex-US Stocks -1.71 Jul 16 -0.20 11.77 14.85
Family Taxable Portfolio Ted Aronson -1.79 Jul 16 1.38 12.77 14.35
Ulcer Free Strategy Aim Ways -1.84 Jul 16 -1.22 4.31 5.07
Developed World ex-US 60/40 Momentum -1.85 Jul 16 1.43 8.00 8.01
Robust Alpha Architect -1.86 Jul 16 2.18 14.16 18.54
Developed World ex-US Stocks Momentum -2.59 Jul 16 2.04 12.32 12.44
Stocks/Bonds 20/80 Momentum -2.69 Jul 16 2.28 8.88 8.05
Technology -4.14 Jul 16 -0.15 27.73 20.16
Stocks/Bonds 40/60 Momentum -4.89 Jul 16 4.10 17.20 15.34
Ark Tech Portfolio Cathie Wood -5.22 Jul 16 2.06 29.22 15.91
Emerging Markets Stocks -6.17 Jul 16 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -7.09 Jul 16 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -9.30 Jul 16 7.28 34.26 29.94
US Stocks Momentum -11.50 Jul 16 8.68 43.01 37.24