Last Update - Jun 03 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 |
|
DBC
|
Commodities | 2.75 | Jun 03 | -5.21 | 17.45 | 32.14 |
|
EEM
|
Emerging Markets | 1.92 | Jun 03 | 7.20 | 9.62 | 28.10 |
|
VPL
|
Pacific | 1.41 | Jun 03 | 8.25 | 6.62 | 31.36 |
|
CWB
|
US Convertible Bonds | 1.40 | Jun 03 | 7.12 | 14.98 | 20.34 |
|
QQQ
|
US Technology | 0.80 | Jun 03 | 10.57 | 21.73 | 19.53 |
|
BIL
|
US Cash | 0.02 | Jun 03 | 0.32 | 0.90 | 1.81 |
|
VT
|
World All Countries | -0.11 | Jun 03 | 4.58 | 7.20 | 13.39 |
|
EMB
|
Emerg. Market Bonds | -0.13 | Jun 03 | 1.09 | -0.01 | 2.25 |
|
TLT
|
US Long Term Treasuries | -0.13 | Jun 03 | 0.53 | -4.53 | -2.79 |
|
TIP
|
US TIPS | -0.15 | Jun 03 | 0.19 | -0.10 | 1.06 |
|
IJR
|
US Small Cap | -0.15 | Jun 03 | 1.14 | 7.08 | 15.43 |
|
BND
|
US Total Bond Market | -0.21 | Jun 03 | 0.28 | -1.32 | 0.18 |
|
VTI
|
US Total Stock Market | -0.24 | Jun 03 | 5.18 | 10.31 | 11.44 |
|
HYG
|
US High Yield Bonds | -0.28 | Jun 03 | 0.44 | 0.99 | 2.10 |
|
SPY
|
US Large Cap | -0.30 | Jun 03 | 5.26 | 10.58 | 11.33 |
|
LQD
|
US Invest. Grade Bonds | -0.30 | Jun 03 | 0.86 | -0.95 | 0.02 |
|
BNDX
|
International Bonds | -0.39 | Jun 03 | 0.82 | -1.11 | 0.40 |
|
PFF
|
US Preferred Stocks | -0.61 | Jun 03 | 0.80 | 1.50 | 4.40 |
|
EFA
|
EAFE Stocks | -0.65 | Jun 03 | 2.42 | -0.55 | 12.09 |
|
VGK
|
Europe | -1.25 | Jun 03 | 2.15 | -0.82 | 10.72 |
|
VNQ
|
US REITs | -1.35 | Jun 03 | -0.65 | 1.08 | 6.86 |
|
FLLA
|
Latin America | -2.02 | Jun 03 | -4.91 | -4.98 | 15.85 |
|
GLD
|
Gold | -2.22 | Jun 03 | -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.
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 | |
| US Stocks Momentum | 4.33 | Jun 03 | 11.21 | 24.96 | 26.65 | ||
| Stocks/Bonds 80/20 Momentum | 3.43 | Jun 03 | 9.23 | 19.67 | 21.35 | ||
| Stocks/Bonds 60/40 Momentum | 2.52 | Jun 03 | 7.16 | 14.40 | 16.05 | ||
| Emerging Markets Stocks | 1.92 | Jun 03 | 7.20 | 9.62 | 28.10 | ||
| Stocks/Bonds 40/60 Momentum | 1.61 | Jun 03 | 4.98 | 9.14 | 10.75 | ||
| Robust | Alpha Architect | 1.28 | Jun 03 | 2.80 | 9.90 | 16.53 | |
| Technology | 0.80 | Jun 03 | 10.57 | 21.73 | 19.53 | ||
| Developed World ex-US Stocks Momentum | 0.78 | Jun 03 | 1.81 | 0.28 | 13.19 | ||
| Stocks/Bonds 20/80 Momentum | 0.70 | Jun 03 | 2.69 | 3.91 | 5.46 | ||
| 7Twelve Portfolio | Craig Israelsen | 0.53 | Jun 03 | -0.21 | 6.30 | 13.14 | |
| Seven Value | Scott Burns | 0.44 | Jun 03 | 0.67 | 2.42 | 10.90 | |
| Six Ways from Sunday | Scott Burns | 0.40 | Jun 03 | 0.37 | 2.34 | 10.65 | |
| Berkshire Hathaway | Warren Buffett | 0.39 | Jun 03 | -0.14 | -6.09 | -7.69 | |
| Ivy Portfolio | Mebane Faber | 0.36 | Jun 03 | -0.35 | 7.24 | 14.63 | |
| Developed World ex-US 60/40 Momentum | 0.31 | Jun 03 | 1.43 | -0.25 | 8.19 | ||
| Robo Advisor 90 Value Tilt | Betterment | 0.22 | Jun 03 | 4.03 | 5.62 | 14.86 | |
| Eliminate Fat Tails | Larry Swedroe | 0.22 | Jun 03 | 1.55 | 2.95 | 7.54 | |
| Five Asset | Roger Gibson | 0.22 | Jun 03 | 0.38 | 6.18 | 13.67 | |
| Perfect Portfolio | Ben Stein | 0.22 | Jun 03 | 3.60 | 6.00 | 13.43 | |
| Family Taxable Portfolio | Ted Aronson | 0.21 | Jun 03 | 3.59 | 5.11 | 13.35 | |
| US Stocks Equal Weight | 0.20 | Jun 03 | 2.65 | 2.32 | 9.93 | ||
| Robo Advisor 80 Value Tilt | Betterment | 0.18 | Jun 03 | 3.69 | 4.91 | 13.35 | |
| Robo Advisor 100 Value Tilt | Betterment | 0.12 | Jun 03 | 3.85 | 5.49 | 14.50 | |
| Dimensional Retirement Income Fund | DFA | 0.12 | Jun 02 | 0.97 | 1.52 | 3.84 | |
| Developed World ex-US 40/60 Momentum | 0.08 | Jun 03 | 1.23 | -0.52 | 5.64 | ||
| Edge Select Aggressive | Merrill Lynch | 0.07 | Jun 03 | 4.28 | 6.84 | 12.37 | |
| US Stocks Quality | 0.06 | Jun 03 | 3.98 | 5.41 | 9.36 | ||
| Diavola Portfolio | Davide Pisicchio | 0.02 | Jun 03 | 6.08 | 11.98 | 12.34 | |
| Coward's Portfolio | Bill Bernstein | 0.02 | Jun 03 | 2.19 | 3.72 | 9.48 | |
| US Cash | 0.02 | Jun 03 | 0.32 | 0.90 | 1.81 | ||
| Mid-Twenties | Burton Malkiel | 0.01 | Jun 03 | 3.77 | 5.52 | 12.40 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.01 | Jun 03 | 3.62 | 5.25 | 11.82 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 0.00 | Jun 03 | 3.68 | 5.57 | 10.11 | |
| Rob Arnott Portfolio | Rob Arnott | -0.03 | Jun 03 | 0.56 | 2.46 | 6.65 | |
| Robo Advisor 50 Value Tilt | Betterment | -0.03 | Jun 03 | 2.36 | 2.44 | 7.90 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -0.04 | Jun 03 | 1.60 | -2.09 | 6.76 | |
| Mid-Fifties | Burton Malkiel | -0.04 | Jun 03 | 3.22 | 4.59 | 10.67 | |
| Gretchen Tai Portfolio | Gretchen Tai | -0.05 | Jun 03 | 3.40 | 4.24 | 11.76 | |
| Sheltered Sam 100/0 | Bill Bernstein | -0.05 | Jun 03 | 2.81 | 4.31 | 14.38 | |
| Pepperoni Portfolio | Davide Pisicchio | -0.05 | Jun 03 | 4.09 | 7.55 | 8.63 | |
| Ideal Index | Frank Armstrong | -0.06 | Jun 03 | 1.92 | 2.94 | 10.48 | |
| Sheltered Sam 90/10 | Bill Bernstein | -0.06 | Jun 03 | 2.57 | 3.89 | 13.03 | |
| Margaritaville | Scott Burns | -0.06 | Jun 03 | 3.13 | 4.34 | 10.00 | |
| Sheltered Sam 80/20 | Bill Bernstein | -0.07 | Jun 03 | 2.31 | 3.46 | 11.69 | |
| No Brainer Portfolio | Bill Bernstein | -0.07 | Jun 03 | 2.62 | 5.09 | 11.19 | |
| Sheltered Sam 70/30 | Bill Bernstein | -0.07 | Jun 03 | 2.05 | 3.03 | 10.34 | |
| Sheltered Sam 60/40 | Bill Bernstein | -0.08 | Jun 03 | 1.79 | 2.59 | 9.00 | |
| Edge Select Moderate | Merrill Lynch | -0.08 | Jun 03 | 2.90 | 4.05 | 7.83 | |
| JP Morgan Balanced Portfolio | JP Morgan | -0.09 | Jun 03 | 1.90 | 4.47 | 9.85 | |
| Sheltered Sam 50/50 | Bill Bernstein | -0.09 | Jun 03 | 1.53 | 2.15 | 7.65 | |
| Robo Advisor 20 Value Tilt | Betterment | -0.09 | Jun 03 | 1.06 | 0.81 | 3.66 | |
| Four Funds | Bogleheads | -0.09 | Jun 03 | 3.81 | 5.76 | 11.07 | |
| Sheltered Sam 40/60 | Bill Bernstein | -0.10 | Jun 03 | 1.25 | 1.70 | 6.30 | |
| Three Funds | Bogleheads | -0.10 | Jun 03 | 3.83 | 5.64 | 10.98 | |
| Dedalo Eleven | Dedalo Invest | -0.10 | Jun 03 | 4.30 | 6.56 | 11.85 | |
| Sheltered Sam 30/70 | Bill Bernstein | -0.10 | Jun 03 | 0.98 | 1.25 | 4.96 | |
| LifeStrategy Growth Fund | Vanguard | -0.10 | Jun 03 | 3.83 | 5.50 | 11.12 | |
| Late Sixties and Beyond | Burton Malkiel | -0.10 | Jun 03 | 2.59 | 3.69 | 8.78 | |
| Second Grader's Starter | Paul Farrell | -0.10 | Jun 03 | 4.30 | 6.78 | 12.11 | |
| Robo Advisor 10 Value Tilt | Betterment | -0.11 | Jun 03 | 0.58 | 0.29 | 2.24 | |
| Short Term Treasury | -0.11 | Jun 03 | 0.08 | -0.20 | 0.83 | ||
| All Country World Stocks | -0.11 | Jun 03 | 4.58 | 7.20 | 13.39 | ||
| Sheltered Sam 20/80 | Bill Bernstein | -0.11 | Jun 03 | 0.70 | 0.78 | 3.61 | |
| Gone Fishin' Portfolio | Alexander Green | -0.11 | Jun 03 | 2.86 | 3.25 | 12.80 | |
| GAA Global Asset Allocation | Mebane Faber | -0.11 | Jun 03 | 1.63 | 2.16 | 8.09 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.12 | Jun 03 | 0.41 | 0.32 | 2.27 | |
| Robo Advisor 0 | Betterment | -0.12 | Jun 03 | 0.08 | -0.25 | 0.81 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.12 | Jun 03 | 0.12 | -0.16 | 0.92 | |
| All Weather Portfolio | Ray Dalio | -0.12 | Jun 03 | 1.12 | 1.14 | 5.31 | |
| Edge Select Conservative | Merrill Lynch | -0.13 | Jun 03 | 1.21 | 1.03 | 3.58 | |
| All Country World 80/20 | -0.14 | Jun 03 | 3.82 | 5.59 | 10.83 | ||
| Developed World ex-US Stocks | -0.14 | Jun 03 | 4.32 | 2.35 | 18.74 | ||
| Long Term Portfolio | Ben Stein | -0.14 | Jun 03 | 2.91 | 4.85 | 11.39 | |
| LifeStrategy Moderate Growth | Vanguard | -0.14 | Jun 03 | 3.02 | 3.85 | 8.41 | |
| Four Square | Scott Burns | -0.14 | Jun 03 | 2.56 | 2.96 | 7.60 | |
| US Inflation Protection | -0.15 | Jun 03 | 0.19 | -0.10 | 1.06 | ||
| Global Market Portfolio | Credit Suisse | -0.15 | Jun 03 | 2.43 | 2.01 | 6.31 | |
| Lifepath Fund | iShares | -0.16 | Jun 03 | 1.97 | 2.38 | 5.66 | |
| Edge Select Moderately Conservative | Merrill Lynch | -0.16 | Jun 03 | 2.21 | 2.55 | 5.49 | |
| Coffeehouse | Bill Schultheis | -0.17 | Jun 03 | 1.46 | 2.62 | 8.00 | |
| All Country World 60/40 | -0.17 | Jun 03 | 3.05 | 3.96 | 8.27 | ||
| Aggressive Global Income | The Lazy Team | -0.18 | Jun 03 | 0.49 | 1.08 | 9.71 | |
| LifeStrategy Conservative Growth | Vanguard | -0.18 | Jun 03 | 2.18 | 2.17 | 5.69 | |
| Developed World ex-US 80/20 | -0.19 | Jun 03 | 3.67 | 1.71 | 15.14 | ||
| Couch Potato | Scott Burns | -0.19 | Jun 03 | 2.74 | 5.09 | 6.25 | |
| Larry Portfolio | Larry Swedroe | -0.20 | Jun 03 | 0.86 | 0.64 | 5.18 | |
| Ulcer Free Strategy | Aim Ways | -0.20 | Jun 03 | 2.46 | 1.56 | 6.09 | |
| All Country World 40/60 | -0.20 | Jun 03 | 2.25 | 2.31 | 5.71 | ||
| Dedalo Three | Dedalo Invest | -0.20 | Jun 03 | 5.00 | 9.36 | 12.03 | |
| Big Rocks Portfolio | Larry Swedroe | -0.20 | Jun 03 | 1.51 | 2.75 | 8.76 | |
| Total Bond US | -0.21 | Jun 03 | 0.28 | -1.32 | 0.18 | ||
| Conservative Income | Charles Schwab | -0.21 | Jun 03 | 0.26 | -0.25 | 1.23 | |
| Stocks/Bonds 20/80 | -0.21 | Jun 03 | 1.30 | 0.99 | 2.43 | ||
| Core Four | Rick Ferri | -0.22 | Jun 03 | 3.43 | 5.35 | 10.28 | |
| Warren Buffett Portfolio | Warren Buffett | -0.22 | Jun 03 | 4.90 | 9.70 | 9.92 | |
| Stocks/Bonds 40/60 | -0.22 | Jun 03 | 2.31 | 3.31 | 4.68 | ||
| LifeStrategy Income Fund | Vanguard | -0.22 | Jun 03 | 1.32 | 0.47 | 2.97 | |
| Stocks/Bonds 60/40 | -0.23 | Jun 03 | 3.29 | 5.64 | 6.93 | ||
| All Country World 20/80 | -0.23 | Jun 03 | 1.43 | 0.64 | 3.14 | ||
| Tilt Toward Value | Time Money Inc | -0.23 | Jun 03 | 2.18 | 3.05 | 7.70 | |
| Simple Path to Wealth | JL Collins | -0.23 | Jun 03 | 4.01 | 7.39 | 8.62 | |
| Stocks/Bonds 80/20 | -0.23 | Jun 03 | 4.25 | 7.97 | 9.18 | ||
| Dedalo Four | Dedalo Invest | -0.24 | Jun 03 | 4.20 | 7.24 | 9.73 | |
| Developed World ex-US 60/40 | -0.24 | Jun 03 | 3.00 | 1.05 | 11.50 | ||
| US Stocks | -0.24 | Jun 03 | 5.18 | 10.31 | 11.44 | ||
| High Yield Bonds Income | The Lazy Team | -0.24 | Jun 03 | 0.90 | 0.25 | 1.59 | |
| Stocks/Bonds 40/60 ESG | -0.24 | Jun 03 | 2.84 | 4.19 | 4.53 | ||
| All Country World Bonds | -0.26 | Jun 03 | 0.59 | -1.05 | 0.58 | ||
| Capricciosa Portfolio | Davide Pisicchio | -0.26 | Jun 03 | 2.97 | 4.49 | 7.10 | |
| Simple and Cheap | Time Money Inc | -0.27 | Jun 03 | 2.46 | 3.22 | 7.73 | |
| Stocks/Bonds 60/40 ESG | -0.27 | Jun 03 | 4.11 | 7.05 | 6.76 | ||
| Dynamic 40/60 Income | The Lazy Team | -0.27 | Jun 03 | 1.55 | 2.52 | 4.20 | |
| Lazy Portfolio | David Swensen | -0.28 | Jun 03 | 2.41 | 3.93 | 8.98 | |
| Sandwich Portfolio | Bob Clyatt | -0.28 | Jun 03 | 2.19 | 3.02 | 7.85 | |
| Developed World ex-US 40/60 | -0.29 | Jun 03 | 2.30 | 0.36 | 7.84 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | -0.29 | Jun 03 | 1.15 | 1.27 | 4.53 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | -0.31 | Jun 03 | 2.98 | 4.35 | 9.22 | |
| Yale Endowment | David Swensen | -0.33 | Jun 03 | 2.49 | 3.85 | 9.21 | |
| US Stocks ESG | -0.33 | Jun 03 | 6.58 | 12.89 | 11.23 | ||
| Andrew Tobias Portfolio | Andrew Tobias | -0.33 | Jun 03 | 2.61 | 3.09 | 8.19 | |
| Developed World ex-US 20/80 | -0.34 | Jun 03 | 1.58 | -0.36 | 4.14 | ||
| Ultimate Buy&Hold | FundAdvice | -0.34 | Jun 03 | 1.63 | 1.90 | 9.01 | |
| US Stocks Minimum Volatility | -0.35 | Jun 03 | 2.07 | -0.83 | 2.17 | ||
| 10-year Treasury | -0.35 | Jun 03 | -0.02 | -2.49 | -1.06 | ||
| Four Seasons Portfolio | Davide Pisicchio | -0.35 | Jun 03 | 2.37 | 2.62 | 6.44 | |
| Margherita Portfolio | Davide Pisicchio | -0.36 | Jun 03 | 1.84 | 1.46 | 5.26 | |
| US Stocks Value | -0.37 | Jun 03 | 1.86 | 2.97 | 8.39 | ||
| Stocks/Bonds 40/60 with Bitcoin | -0.38 | Jun 03 | 2.20 | 3.39 | 4.19 | ||
| One-Decision Portfolio | Marvin Appel | -0.38 | Jun 03 | 1.30 | 3.06 | 5.79 | |
| Stocks/Bonds 60/40 with Bitcoin | -0.38 | Jun 03 | 3.18 | 5.73 | 6.44 | ||
| Five Fold | Scott Burns | -0.38 | Jun 03 | 1.89 | 2.57 | 7.50 | |
| Total Bond Developed World ex-US | -0.39 | Jun 03 | 0.82 | -1.11 | 0.40 | ||
| Paul Boyer Portfolio | Paul Boyer | -0.39 | Jun 03 | 0.90 | -2.83 | 7.03 | |
| Odd-Stats Strategy | Aim Ways | -0.39 | Jun 03 | 2.69 | 2.17 | 6.08 | |
| Pinwheel | Tyler | -0.40 | Jun 03 | 1.79 | 1.51 | 10.00 | |
| Golden Ratio Portfolio | Frank Vasquez | -0.41 | Jun 03 | 1.87 | 0.79 | 7.33 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -0.42 | Jun 03 | 2.76 | 3.80 | 15.05 | |
| Desert Portfolio | Gyroscopic Investing | -0.45 | Jun 03 | 1.38 | 0.45 | 4.08 | |
| In Saecula Saeculorum | Fulvio Marchese | -0.46 | Jun 03 | 2.36 | 2.26 | 5.86 | |
| Simple Money Portfolio | Tim Maurer | -0.48 | Jun 03 | 1.47 | 1.33 | 8.33 | |
| PISI Portfolio | Davide Pisicchio | -0.50 | Jun 03 | 1.52 | 0.07 | 3.75 | |
| Shield Strategy | Aim Ways | -0.50 | Jun 03 | 2.84 | 1.70 | 7.25 | |
| Dynamic 60/40 Income | The Lazy Team | -0.52 | Jun 03 | 1.17 | 2.72 | 5.16 | |
| Nano Portfolio | John Wasik | -0.52 | Jun 03 | 1.49 | 1.83 | 6.43 | |
| Aim comfortable trip | Aim Ways | -0.52 | Jun 03 | 1.63 | -0.09 | 7.31 | |
| Golden Butterfly | Tyler | -0.54 | Jun 03 | 1.08 | -0.78 | 6.76 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | -0.56 | Jun 03 | 1.36 | 0.93 | 3.54 | |
| Talmud Portfolio | Roger Gibson | -0.60 | Jun 03 | 1.60 | 3.30 | 6.20 | |
| Stocks/Bonds 40/60 2x Leveraged | -0.64 | Jun 03 | 4.20 | 4.18 | 5.28 | ||
| Permanent Portfolio | Harry Browne | -0.64 | Jun 03 | 1.14 | -2.39 | 4.71 | |
| Stocks/Bonds 60/40 2x Leveraged | -0.64 | Jun 03 | 6.32 | 9.36 | 10.07 | ||
| Golden Butterfly with Bitcoin | Tyler | -0.66 | Jun 03 | 1.06 | -0.33 | 6.22 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -0.76 | Jun 03 | 1.11 | -1.95 | 4.18 | |
| Simplified Permanent Portfolio | The Lazy Team | -0.79 | Jun 03 | 0.92 | -2.68 | 4.40 | |
| Gold Pivot Ptf | Aim Ways | -0.80 | Jun 03 | 1.65 | -2.36 | 6.47 | |
| Marc Faber Portfolio | Marc Faber | -0.91 | Jun 03 | 0.88 | -2.00 | 7.96 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -1.03 | Jun 03 | 2.71 | -1.64 | 4.33 | |
| Weird Portfolio | Value Stock Geek | -1.10 | Jun 03 | 0.58 | -2.21 | 8.53 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | -1.14 | Jun 03 | 2.38 | 4.27 | 8.95 | |
| European Stocks | -1.25 | Jun 03 | 2.15 | -0.82 | 10.72 | ||
| Cockroach Portfolio | Tony Dong | -1.27 | Jun 03 | -1.34 | -7.46 | 1.70 | |
| Golden Butterfly 2x Leveraged | Tyler | -1.34 | Jun 03 | 1.52 | -3.40 | 9.66 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -1.61 | Jun 03 | 1.58 | -7.25 | 5.01 | |
| Cape US Sector Value | Robert Shiller | -1.69 | Jun 03 | -0.98 | -3.20 | -0.60 | |
| Gold | -2.22 | Jun 03 | -1.54 | -13.77 | 7.54 | ||
| Ark Tech Portfolio | Cathie Wood | -3.43 | Jun 03 | 11.68 | 16.59 | 11.52 | |
