Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 18 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
EEM
Emerging Markets 3.73 Jun 18 7.20 9.62 28.10
VPL
Pacific 3.62 Jun 18 8.25 6.62 31.36
IJR
US Small Cap 3.59 Jun 18 1.14 7.08 15.43
CWB
US Convertible Bonds 2.44 Jun 18 7.12 14.98 20.34
TLT
US Long Term Treasuries 1.55 Jun 18 0.53 -4.53 -2.79
EFA
EAFE Stocks 1.20 Jun 18 2.42 -0.55 12.09
EMB
Emerg. Market Bonds 0.74 Jun 18 1.09 -0.01 2.25
VGK
Europe 0.52 Jun 18 2.15 -0.82 10.72
QQQ
US Technology 0.31 Jun 18 10.57 21.73 19.53
BNDX
International Bonds 0.28 Jun 18 0.82 -1.11 0.40
BIL
US Cash 0.20 Jun 18 0.32 0.90 1.81
BND
US Total Bond Market 0.17 Jun 18 0.28 -1.32 0.18
HYG
US High Yield Bonds 0.14 Jun 18 0.44 0.99 2.10
LQD
US Invest. Grade Bonds 0.11 Jun 18 0.86 -0.95 0.02
VT
World All Countries 0.07 Jun 18 4.58 7.20 13.39
VNQ
US REITs -0.15 Jun 18 -0.65 1.08 6.86
TIP
US TIPS -0.49 Jun 18 0.19 -0.10 1.06
PFF
US Preferred Stocks -0.61 Jun 18 0.80 1.50 4.40
VTI
US Total Stock Market -0.68 Jun 18 5.18 10.31 11.44
SPY
US Large Cap -1.03 Jun 18 5.26 10.58 11.33
FLLA
Latin America -2.78 Jun 18 -4.91 -4.98 15.85
DBC
Commodities -6.28 Jun 18 -5.21 17.45 32.14
GLD
Gold -7.19 Jun 18 -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 7.31 Jun 18 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 5.88 Jun 18 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 4.46 Jun 18 7.16 14.40 16.05
Emerging Markets Stocks 3.73 Jun 18 7.20 9.62 28.10
Berkshire Hathaway Warren Buffett 3.19 Jun 18 -0.14 -6.09 -7.69
Stocks/Bonds 40/60 Momentum 3.03 Jun 18 4.98 9.14 10.75
Developed World ex-US Stocks Momentum 2.84 Jun 18 1.81 0.28 13.19
Developed World ex-US 60/40 Momentum 1.82 Jun 18 1.43 -0.25 8.19
Robust Alpha Architect 1.62 Jun 18 2.80 9.90 16.53
Stocks/Bonds 20/80 Momentum 1.60 Jun 18 2.69 3.91 5.46
Family Taxable Portfolio Ted Aronson 1.57 Jun 18 3.59 5.11 13.35
Developed World ex-US 40/60 Momentum 1.30 Jun 18 1.23 -0.52 5.64
Developed World ex-US Stocks 1.28 Jun 18 4.32 2.35 18.74
Ideal Index Frank Armstrong 1.11 Jun 18 1.92 2.94 10.48
Developed World ex-US 80/20 1.08 Jun 18 3.67 1.71 15.14
Robo Advisor 100 Value Tilt Betterment 1.06 Jun 18 3.85 5.49 14.50
No Brainer Portfolio Bill Bernstein 1.04 Jun 18 2.62 5.09 11.19
Robo Advisor 90 Value Tilt Betterment 1.01 Jun 18 4.03 5.62 14.86
Sheltered Sam 100/0 Bill Bernstein 1.01 Jun 18 2.81 4.31 14.38
Eliminate Fat Tails Larry Swedroe 0.99 Jun 18 1.55 2.95 7.54
Robo Advisor 80 Value Tilt Betterment 0.94 Jun 18 3.69 4.91 13.35
Coffeehouse Bill Schultheis 0.94 Jun 18 1.46 2.62 8.00
Sheltered Sam 90/10 Bill Bernstein 0.88 Jun 18 2.57 3.89 13.03
Developed World ex-US 60/40 0.88 Jun 18 3.00 1.05 11.50
Coward's Portfolio Bill Bernstein 0.86 Jun 18 2.19 3.72 9.48
Ultimate Buy and Hold Strategy Paul Merriman 0.80 Jun 18 2.76 3.80 15.05
Sheltered Sam 80/20 Bill Bernstein 0.76 Jun 18 2.31 3.46 11.69
Gone Fishin' Portfolio Alexander Green 0.73 Jun 18 2.86 3.25 12.80
Robo Advisor 50 Value Tilt Betterment 0.71 Jun 18 2.36 2.44 7.90
Gretchen Tai Portfolio Gretchen Tai 0.68 Jun 18 3.40 4.24 11.76
Developed World ex-US 40/60 0.68 Jun 18 2.30 0.36 7.84
Long Term Portfolio Ben Stein 0.68 Jun 18 2.91 4.85 11.39
Mid-Twenties Burton Malkiel 0.67 Jun 18 3.77 5.52 12.40
Big Rocks Portfolio Larry Swedroe 0.65 Jun 18 1.51 2.75 8.76
Late Thirties to Early Forties Burton Malkiel 0.64 Jun 18 3.62 5.25 11.82
Sheltered Sam 70/30 Bill Bernstein 0.63 Jun 18 2.05 3.03 10.34
Mid-Fifties Burton Malkiel 0.59 Jun 18 3.22 4.59 10.67
US Stocks Equal Weight 0.54 Jun 18 2.65 2.32 9.93
European Stocks 0.52 Jun 18 2.15 -0.82 10.72
Sheltered Sam 60/40 Bill Bernstein 0.51 Jun 18 1.79 2.59 9.00
Global Market Portfolio Credit Suisse 0.50 Jun 18 2.43 2.01 6.31
Developed World ex-US 20/80 0.48 Jun 18 1.58 -0.36 4.14
Late Sixties and Beyond Burton Malkiel 0.47 Jun 18 2.59 3.69 8.78
Edge Select Aggressive Merrill Lynch 0.45 Jun 18 4.28 6.84 12.37
Ultimate Buy&Hold FundAdvice 0.40 Jun 18 1.63 1.90 9.01
Sheltered Sam 50/50 Bill Bernstein 0.38 Jun 18 1.53 2.15 7.65
Larry Portfolio Larry Swedroe 0.38 Jun 18 0.86 0.64 5.18
High Yield Bonds Income The Lazy Team 0.37 Jun 18 0.90 0.25 1.59
US Stocks Quality 0.36 Jun 18 3.98 5.41 9.36
Tilt Toward Value Time Money Inc 0.36 Jun 18 2.18 3.05 7.70
Aggressive Global Income The Lazy Team 0.33 Jun 18 0.49 1.08 9.71
Technology 0.31 Jun 18 10.57 21.73 19.53
Edge Select Moderately Aggressive Merrill Lynch 0.30 Jun 18 3.68 5.57 10.11
All Country World Bonds 0.29 Jun 18 0.59 -1.05 0.58
Edge Select Conservative Merrill Lynch 0.29 Jun 18 1.21 1.03 3.58
Total Bond Developed World ex-US 0.28 Jun 18 0.82 -1.11 0.40
Robo Advisor 20 Value Tilt Betterment 0.26 Jun 18 1.06 0.81 3.66
Sheltered Sam 40/60 Bill Bernstein 0.26 Jun 18 1.25 1.70 6.30
Edge Select Moderate Merrill Lynch 0.25 Jun 18 2.90 4.05 7.83
All Country World 20/80 0.25 Jun 18 1.43 0.64 3.14
Perfect Portfolio Ben Stein 0.21 Jun 18 3.60 6.00 13.43
LifeStrategy Growth Fund Vanguard 0.21 Jun 18 3.83 5.50 11.12
LifeStrategy Moderate Growth Vanguard 0.21 Jun 18 3.02 3.85 8.41
LifeStrategy Conservative Growth Vanguard 0.21 Jun 18 2.18 2.17 5.69
LifeStrategy Income Fund Vanguard 0.21 Jun 18 1.32 0.47 2.97
JP Morgan Balanced Portfolio JP Morgan 0.21 Jun 18 1.90 4.47 9.85
All Country World 40/60 0.20 Jun 18 2.25 2.31 5.71
Lifepath Fund iShares 0.20 Jun 18 1.97 2.38 5.66
US Cash 0.20 Jun 18 0.32 0.90 1.81
Simple Money Portfolio Tim Maurer 0.19 Jun 18 1.47 1.33 8.33
Simple and Cheap Time Money Inc 0.17 Jun 18 2.46 3.22 7.73
Total Bond US 0.17 Jun 18 0.28 -1.32 0.18
Four Square Scott Burns 0.17 Jun 18 2.56 2.96 7.60
Three Funds Bogleheads 0.16 Jun 18 3.83 5.64 10.98
All Country World 60/40 0.16 Jun 18 3.05 3.96 8.27
Sandwich Portfolio Bob Clyatt 0.16 Jun 18 2.19 3.02 7.85
Andrew Tobias Portfolio Andrew Tobias 0.15 Jun 18 2.61 3.09 8.19
Edge Select Moderately Conservative Merrill Lynch 0.14 Jun 18 2.21 2.55 5.49
Sheltered Sam 30/70 Bill Bernstein 0.13 Jun 18 0.98 1.25 4.96
Margaritaville Scott Burns 0.12 Jun 18 3.13 4.34 10.00
All Country World 80/20 0.11 Jun 18 3.82 5.59 10.83
Five Fold Scott Burns 0.10 Jun 18 1.89 2.57 7.50
Four Funds Bogleheads 0.10 Jun 18 3.81 5.76 11.07
Lazy Portfolio David Swensen 0.09 Jun 18 2.41 3.93 8.98
One-Decision Portfolio Marvin Appel 0.09 Jun 18 1.30 3.06 5.79
Robo Advisor 10 Value Tilt Betterment 0.08 Jun 18 0.58 0.29 2.24
Second Grader's Starter Paul Farrell 0.08 Jun 18 4.30 6.78 12.11
Core Four Rick Ferri 0.07 Jun 18 3.43 5.35 10.28
All Country World Stocks 0.07 Jun 18 4.58 7.20 13.39
Yale Endowment David Swensen 0.05 Jun 18 2.49 3.85 9.21
Conservative Income Charles Schwab 0.05 Jun 18 0.26 -0.25 1.23
Dedalo Eleven Dedalo Invest 0.03 Jun 18 4.30 6.56 11.85
10-year Treasury 0.03 Jun 18 -0.02 -2.49 -1.06
Nano Portfolio John Wasik 0.01 Jun 18 1.49 1.83 6.43
Sheltered Sam 20/80 Bill Bernstein 0.00 Jun 18 0.70 0.78 3.61
Stocks/Bonds 20/80 0.00 Jun 18 1.30 0.99 2.43
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.05 Jun 18 2.98 4.35 9.22
Pinwheel Tyler -0.05 Jun 18 1.79 1.51 10.00
Short Term Treasury -0.08 Jun 18 0.08 -0.20 0.83
Robo Advisor 0 Betterment -0.09 Jun 18 0.08 -0.25 0.81
Dynamic 40/60 Income The Lazy Team -0.10 Jun 18 1.55 2.52 4.20
Sheltered Sam 10/90 Bill Bernstein -0.12 Jun 18 0.41 0.32 2.27
Stocks/Bonds 40/60 -0.17 Jun 18 2.31 3.31 4.68
US Stocks Value -0.17 Jun 18 1.86 2.97 8.39
Talmud Portfolio Roger Gibson -0.22 Jun 18 1.60 3.30 6.20
Pepperoni Portfolio Davide Pisicchio -0.24 Jun 18 4.09 7.55 8.63
Sheltered Sam 0/100 Bill Bernstein -0.25 Jun 18 0.12 -0.16 0.92
Seven Value Scott Burns -0.25 Jun 18 0.67 2.42 10.90
Dynamic 60/40 Income The Lazy Team -0.28 Jun 18 1.17 2.72 5.16
GAA Global Asset Allocation Mebane Faber -0.29 Jun 18 1.63 2.16 8.09
Dedalo Four Dedalo Invest -0.30 Jun 18 4.20 7.24 9.73
Stocks/Bonds 40/60 ESG -0.32 Jun 18 2.84 4.19 4.53
Stocks/Bonds 60/40 -0.34 Jun 18 3.29 5.64 6.93
Ulcer Free Strategy Aim Ways -0.36 Jun 18 2.46 1.56 6.09
Diavola Portfolio Davide Pisicchio -0.38 Jun 18 6.08 11.98 12.34
Rob Arnott Portfolio Rob Arnott -0.39 Jun 18 0.56 2.46 6.65
Stocks/Bonds 40/60 with Bitcoin -0.40 Jun 18, 08:00PM 2.20 3.39 4.19
Dedalo Three Dedalo Invest -0.46 Jun 18 5.00 9.36 12.03
Simple Path to Wealth JL Collins -0.47 Jun 18 4.01 7.39 8.62
7Twelve Portfolio Craig Israelsen -0.47 Jun 18 -0.21 6.30 13.14
US Inflation Protection -0.49 Jun 18 0.19 -0.10 1.06
Stocks/Bonds 80/20 -0.51 Jun 18 4.25 7.97 9.18
Paul Boyer Portfolio Paul Boyer -0.52 Jun 18 0.90 -2.83 7.03
Stocks/Bonds 60/40 ESG -0.56 Jun 18 4.11 7.05 6.76
Stocks/Bonds 60/40 with Bitcoin -0.57 Jun 18, 08:00PM 3.18 5.73 6.44
Couch Potato Scott Burns -0.59 Jun 18 2.74 5.09 6.25
All Weather Portfolio Ray Dalio -0.62 Jun 18 1.12 1.14 5.31
Capricciosa Portfolio Davide Pisicchio -0.63 Jun 18 2.97 4.49 7.10
Dimensional Retirement Income Fund DFA -0.63 Jun 17 0.97 1.52 3.84
Six Ways from Sunday Scott Burns -0.66 Jun 18 0.37 2.34 10.65
US Stocks -0.68 Jun 18 5.18 10.31 11.44
All Weather Portfolio with Bitcoin Ray Dalio -0.72 Jun 18, 08:00PM 1.15 1.27 4.53
Golden Butterfly Tyler -0.80 Jun 18 1.08 -0.78 6.76
Warren Buffett Portfolio Warren Buffett -0.84 Jun 18 4.90 9.70 9.92
Golden Ratio Portfolio Frank Vasquez -0.87 Jun 18 1.87 0.79 7.33
Aim comfortable trip Aim Ways -0.87 Jun 18 1.63 -0.09 7.31
Golden Butterfly with Bitcoin Tyler -0.89 Jun 18, 08:00PM 1.06 -0.33 6.22
Margherita Portfolio Davide Pisicchio -0.89 Jun 18 1.84 1.46 5.26
PISI Portfolio Davide Pisicchio -0.90 Jun 18 1.52 0.07 3.75
Odd-Stats Strategy Aim Ways -0.92 Jun 18 2.69 2.17 6.08
Four Seasons Portfolio Davide Pisicchio -0.94 Jun 18 2.37 2.62 6.44
In Saecula Saeculorum Fulvio Marchese -1.01 Jun 18 2.36 2.26 5.86
Desert Portfolio Gyroscopic Investing -1.02 Jun 18 1.38 0.45 4.08
US Stocks ESG -1.03 Jun 18 6.58 12.89 11.23
Five Asset Roger Gibson -1.07 Jun 18 0.38 6.18 13.67
Weird Portfolio Value Stock Geek -1.07 Jun 18 0.58 -2.21 8.53
Desert Portfolio with Bitcoin Gyroscopic Investing -1.11 Jun 18, 08:00PM 1.36 0.93 3.54
Cape US Sector Value Robert Shiller -1.12 Jun 18 -0.98 -3.20 -0.60
Stocks/Bonds 40/60 2x Leveraged -1.14 Jun 18 4.20 4.18 5.28
Cockroach Portfolio Tony Dong -1.19 Jun 18 -1.34 -7.46 1.70
Ivy Portfolio Mebane Faber -1.25 Jun 18 -0.35 7.24 14.63
Talmud Portfolio 2x Leveraged Roger Gibson -1.38 Jun 18 2.38 4.27 8.95
All Weather Portfolio 2x Leveraged Ray Dalio -1.46 Jun 18 1.60 -2.09 6.76
Permanent Portfolio Harry Browne -1.53 Jun 18 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -1.62 Jun 18, 08:00PM 1.11 -1.95 4.18
Stocks/Bonds 60/40 2x Leveraged -1.64 Jun 18 6.32 9.36 10.07
Marc Faber Portfolio Marc Faber -1.66 Jun 18 0.88 -2.00 7.96
Ark Tech Portfolio Cathie Wood -1.67 Jun 18 11.68 16.59 11.52
Shield Strategy Aim Ways -1.71 Jun 18 2.84 1.70 7.25
Simplified Permanent Portfolio The Lazy Team -1.95 Jun 18 0.92 -2.68 4.40
US Stocks Minimum Volatility -2.14 Jun 18 2.07 -0.83 2.17
Golden Butterfly 2x Leveraged Tyler -2.16 Jun 18 1.52 -3.40 9.66
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.35 Jun 18 2.71 -1.64 4.33
Gold Pivot Ptf Aim Ways -2.42 Jun 18 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -4.41 Jun 18 1.58 -7.25 5.01
Gold -7.19 Jun 18 -1.54 -13.77 7.54