Last Update - Jul 24 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 12.83 Jul 24 -9.57 -7.91 19.23
VNQ
US REITs 4.57 Jul 24 1.65 9.67 11.11
GLD
Gold 0.95 Jul 24 -11.68 -14.39 -7.05
BIL
US Cash 0.25 Jul 24 0.27 0.88 1.74
EFA
EAFE Stocks -0.46 Jul 24 0.69 8.64 9.89
HYG
US High Yield Bonds -0.48 Jul 24 0.09 2.05 1.69
PFF
US Preferred Stocks -0.59 Jul 24 -2.97 1.93 0.48
TIP
US TIPS -0.80 Jul 24 -0.46 0.82 1.23
SPY
US Large Cap Blend -1.06 Jul 24 -1.03 15.12 10.09
BNDX
International Bonds -1.06 Jul 24 0.44 1.50 1.38
BND
US Total Bond Market -1.16 Jul 24 0.27 0.70 0.75
VTI
US Total Stock Market -1.41 Jul 24 -0.39 15.68 11.04
EMB
Emerg. Market Bonds -1.46 Jul 24 0.43 4.05 2.38
VT
World All Countries -1.76 Jul 24 -0.38 13.88 11.93
LQD
US Invest. Grade Bonds -2.26 Jul 24 0.11 1.26 0.88
IJR
US Small Cap Blend -2.34 Jul 24 7.28 19.67 23.98
TLT
US Long Term Treasuries -3.30 Jul 24 1.17 0.85 1.03
CWB
US Convertible Bonds -5.81 Jul 24 -0.12 18.26 21.63
QQQ
US Technology -7.10 Jul 24 -0.15 27.73 20.16
EEM
Emerging Markets -7.43 Jul 24 0.24 21.09 25.69
IJH
US Mid Cap Blend not available 3.62 14.47 17.40
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
Ivy Portfolio Mebane Faber 2.81 Jul 24 -2.10 4.08 12.29
Five Asset Roger Gibson 2.46 Jul 24 -1.89 5.27 11.37
Six Ways from Sunday Scott Burns 1.83 Jul 24 -0.71 3.45 9.96
US Stocks Value 1.78 Jul 24 0.23 8.17 8.27
Seven Value Scott Burns 1.76 Jul 24 -0.13 4.61 10.72
7Twelve Portfolio Craig Israelsen 1.72 Jul 24 -1.07 4.44 11.82
Aggressive Global Income The Lazy Team 1.51 Jul 24 1.12 6.17 10.31
Cockroach Portfolio Tony Dong 1.08 Jul 24 -0.36 -1.11 2.44
Gold 0.95 Jul 24 -11.68 -14.39 -7.05
Talmud Portfolio Roger Gibson 0.66 Jul 24 0.51 8.59 7.63
Cape US Sector Value Robert Shiller 0.50 Jul 24 0.89 5.40 0.88
US Stocks Minimum Volatility 0.49 Jul 24 0.17 4.34 3.19
Marc Faber Portfolio Marc Faber 0.46 Jul 24 -2.51 2.42 4.70
Weird Portfolio Value Stock Geek 0.41 Jul 24 -1.39 3.50 6.71
Dynamic 60/40 Income The Lazy Team 0.41 Jul 24 -0.29 5.88 4.98
US Stocks Equal Weight 0.39 Jul 24 2.28 11.29 11.98
Rob Arnott Portfolio Rob Arnott 0.29 Jul 24 -0.92 3.28 6.15
One-Decision Portfolio Marvin Appel 0.27 Jul 24 0.77 7.02 7.03
US Cash 0.25 Jul 24 0.27 0.88 1.74
Nano Portfolio John Wasik 0.15 Jul 24 0.36 7.04 6.80
Simple Money Portfolio Tim Maurer 0.09 Jul 24 0.64 6.53 7.86
Short Term Treasury -0.04 Jul 24 0.06 0.33 0.60
Big Rocks Portfolio Larry Swedroe -0.04 Jul 24 1.33 8.06 9.41
Sheltered Sam 100/0 Bill Bernstein -0.08 Jul 24 1.54 12.58 14.67
Robo Advisor 0 Betterment -0.08 Jul 24 0.06 0.34 0.58
Sheltered Sam 90/10 Bill Bernstein -0.10 Jul 24 1.39 11.39 13.28
Sheltered Sam 80/20 Bill Bernstein -0.13 Jul 24 1.23 10.20 11.90
European Stocks -0.15 Jul 24 0.83 8.88 7.84
Sheltered Sam 70/30 Bill Bernstein -0.16 Jul 24 1.07 9.00 10.52
Sheltered Sam 60/40 Bill Bernstein -0.18 Jul 24 0.91 7.80 9.14
Sheltered Sam 50/50 Bill Bernstein -0.21 Jul 24 0.75 6.60 7.76
Sheltered Sam 40/60 Bill Bernstein -0.24 Jul 24 0.58 5.39 6.38
Five Fold Scott Burns -0.25 Jul 24 0.29 7.90 7.86
Sheltered Sam 30/70 Bill Bernstein -0.26 Jul 24 0.40 4.18 5.00
Ultimate Buy and Hold Strategy Paul Merriman -0.28 Jul 24 0.98 12.16 14.50
Sheltered Sam 20/80 Bill Bernstein -0.29 Jul 24 0.22 2.97 3.62
Sheltered Sam 10/90 Bill Bernstein -0.32 Jul 24 0.04 1.75 2.23
Ultimate Buy&Hold FundAdvice -0.33 Jul 24 0.63 7.36 8.71
Sheltered Sam 0/100 Bill Bernstein -0.34 Jul 24 -0.15 0.53 0.85
JP Morgan Balanced Portfolio JP Morgan -0.37 Jul 24 0.21 8.26 9.56
Pinwheel Tyler -0.37 Jul 24 -0.24 7.29 8.92
Robo Advisor 10 Value Tilt Betterment -0.38 Jul 24 0.17 1.88 2.08
Conservative Income Charles Schwab -0.40 Jul 24 0.21 1.35 1.70
Yale Endowment David Swensen -0.43 Jul 24 0.14 9.53 9.21
Lazy Portfolio David Swensen -0.48 Jul 24 0.20 9.57 9.17
Talmud Portfolio 2x Leveraged Roger Gibson -0.53 Jul 24 -0.51 14.62 10.88
Coffeehouse Bill Schultheis -0.53 Jul 24 1.85 8.76 9.87
Conservative Portfolio Lyn Alden -0.54 Jul 24 -0.55 7.34 7.76
Dimensional Retirement Income Fund DFA -0.57 Jul 23 -1.38 2.12 2.41
Late Sixties and Beyond Burton Malkiel -0.58 Jul 24 0.54 9.83 9.28
Aim comfortable trip Aim Ways -0.58 Jul 24 -1.09 3.64 5.22
Desert Portfolio with Bitcoin Gyroscopic Investing -0.61 Jul 24 -1.37 3.04 2.03
Andrew Tobias Portfolio Andrew Tobias -0.64 Jul 24 0.12 8.11 7.17
Robo Advisor 20 Value Tilt Betterment -0.67 Jul 24 0.29 3.40 3.57
Coward's Portfolio Bill Bernstein -0.68 Jul 24 1.25 9.14 10.17
Ideal Index Frank Armstrong -0.69 Jul 24 1.58 9.63 11.23
Tilt Toward Value Time Money Inc -0.69 Jul 24 0.66 8.39 8.22
Desert Portfolio Gyroscopic Investing -0.72 Jul 24 -1.27 2.93 2.55
Golden Butterfly with Bitcoin Tyler -0.76 Jul 24 -1.17 3.48 4.78
Permanent Portfolio with Bitcoin Harry Browne -0.77 Jul 24 -2.80 0.38 1.17
Simplified Permanent Portfolio The Lazy Team -0.77 Jul 24 -2.94 -0.10 0.97
US Inflation Protection -0.80 Jul 24 -0.46 0.82 1.23
Dynamic 40/60 Income The Lazy Team -0.80 Jul 24 -0.56 4.73 3.24
All Weather Portfolio Ray Dalio -0.81 Jul 24 -1.43 2.86 4.62
Long Term Portfolio Ben Stein -0.81 Jul 24 0.78 11.25 11.40
All Weather Portfolio with Bitcoin Ray Dalio -0.82 Jul 24 -1.53 2.92 3.84
Edge Select Conservative Merrill Lynch -0.85 Jul 24 0.42 3.69 3.84
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.86 Jul 24 -0.03 9.73 8.77
Golden Butterfly Tyler -0.88 Jul 24 -1.08 3.37 5.30
Permanent Portfolio Harry Browne -0.88 Jul 24 -2.70 0.29 1.69
Berkshire Hathaway Warren Buffett -0.92 Jul 24 5.34 4.28 -0.79
GAA Global Asset Allocation Mebane Faber -0.92 Jul 24 -1.11 4.63 6.82
Simple and Cheap Time Money Inc -0.93 Jul 24 0.20 8.37 7.70
Sandwich Portfolio Bob Clyatt -1.01 Jul 24 0.21 7.78 7.65
Robust Alpha Architect -1.01 Jul 24 2.18 14.16 18.54
Larry Portfolio Larry Swedroe -1.02 Jul 24 0.64 4.39 5.40
Margherita Portfolio Davide Pisicchio -1.05 Jul 24 -1.29 4.00 3.78
Total Bond Developed World ex-US -1.06 Jul 24 0.44 1.50 1.38
Warren Buffett Portfolio Warren Buffett -1.07 Jul 24 -0.86 13.83 8.95
Mid-Fifties Burton Malkiel -1.08 Jul 24 0.44 11.37 10.75
Perfect Portfolio Ben Stein -1.10 Jul 24 -0.40 10.70 11.89
Couch Potato Scott Burns -1.10 Jul 24 -0.42 8.08 6.13
Stocks/Bonds 40/60 with Bitcoin -1.11 Jul 24 -0.34 6.18 4.08
Four Seasons Portfolio Davide Pisicchio -1.12 Jul 24 -1.32 5.54 4.89
In Saecula Saeculorum Fulvio Marchese -1.15 Jul 24 -1.28 5.50 4.44
Stocks/Bonds 60/40 with Bitcoin -1.16 Jul 24 -0.46 9.19 6.14
Core Four Rick Ferri -1.16 Jul 24 0.04 11.24 9.83
Total Bond US -1.16 Jul 24 0.27 0.70 0.75
All Country World Bonds -1.17 Jul 24 0.36 1.48 1.21
Gold Pivot Ptf Aim Ways -1.18 Jul 24 -3.83 -0.15 1.67
Golden Ratio Portfolio Frank Vasquez -1.20 Jul 24 -1.35 4.84 5.88
US Stocks Quality -1.21 Jul 24 2.01 14.60 10.91
PISI Portfolio Davide Pisicchio -1.21 Jul 24 -1.18 3.13 2.67
Stocks/Bonds 20/80 -1.21 Jul 24 0.13 3.59 2.81
Stocks/Bonds 40/60 -1.26 Jul 24 -0.01 6.54 4.86
Capricciosa Portfolio Davide Pisicchio -1.27 Jul 24 -0.75 7.86 6.29
LifeStrategy Income Fund Vanguard -1.28 Jul 24 0.22 3.55 3.24
Developed World ex-US 20/80 -1.29 Jul 24 0.30 3.61 4.07
All Country World 20/80 -1.29 Jul 24 0.19 3.93 3.36
10-year Treasury -1.31 Jul 24 0.25 0.08 -0.06
Stocks/Bonds 60/40 -1.31 Jul 24 -0.14 9.54 6.92
Stocks/Bonds 40/60 ESG -1.35 Jul 24 -0.33 7.34 4.33
Lifepath Fund iShares -1.35 Jul 24 0.23 6.28 5.71
Simple Path to Wealth JL Collins -1.35 Jul 24 -0.23 11.81 8.46
Robo Advisor 50 Value Tilt Betterment -1.36 Jul 24 0.58 7.77 7.90
Stocks/Bonds 80/20 -1.36 Jul 24 -0.27 12.58 8.98
Robo Advisor 100 Value Tilt Betterment -1.36 Jul 24 0.87 13.59 14.05
Aggressive Portfolio Lyn Alden -1.36 Jul 24 -0.33 10.86 10.74
Late Thirties to Early Forties Burton Malkiel -1.37 Jul 24 0.35 12.26 11.58
All Country World 40/60 -1.41 Jul 24 0.04 6.39 5.50
US Stocks -1.41 Jul 24 -0.39 15.68 11.04
LifeStrategy Conservative Growth Vanguard -1.43 Jul 24 0.12 6.18 5.54
Dedalo Four Dedalo Invest -1.43 Jul 24 -0.23 12.31 9.33
Odd-Stats Strategy Aim Ways -1.44 Jul 24 -0.85 6.19 5.62
Stocks/Bonds 60/40 ESG -1.45 Jul 24 -0.61 10.80 6.17
Four Square Scott Burns -1.46 Jul 24 -0.06 7.45 7.05
Mid-Twenties Burton Malkiel -1.50 Jul 24 0.31 12.65 12.01
Developed World ex-US 40/60 -1.51 Jul 24 0.16 5.68 6.77
High Yield Bonds Income The Lazy Team -1.52 Jul 24 0.22 2.66 1.86
Dedalo Three Dedalo Invest -1.52 Jul 24 -0.38 15.13 11.30
Developed World ex-US 40/60 Momentum -1.52 Jul 24 1.12 5.84 5.80
All Country World 60/40 -1.53 Jul 24 -0.11 8.87 7.64
No Brainer Portfolio Bill Bernstein -1.53 Jul 24 1.73 11.88 12.25
Moderate Portfolio Lyn Alden -1.54 Jul 24 -0.26 10.06 9.93
Edge Select Moderately Conservative Merrill Lynch -1.54 Jul 24 0.04 6.14 5.31
LifeStrategy Moderate Growth Vanguard -1.57 Jul 24 0.02 8.83 7.84
Margaritaville Scott Burns -1.58 Jul 24 -0.22 9.50 8.96
All Country World 80/20 -1.65 Jul 24 -0.25 11.37 9.79
Eliminate Fat Tails Larry Swedroe -1.66 Jul 24 1.16 6.83 8.49
US Stocks ESG -1.66 Jul 24 -1.14 18.04 9.84
Four Funds Bogleheads -1.67 Jul 24 -0.16 11.52 10.08
Three Funds Bogleheads -1.70 Jul 24 -0.09 11.51 10.03
LifeStrategy Growth Fund Vanguard -1.72 Jul 24 -0.07 11.49 10.14
Second Grader's Starter Paul Farrell -1.73 Jul 24 -0.16 13.02 11.06
Developed World ex-US 60/40 -1.73 Jul 24 0.04 7.74 9.46
Shield Strategy Aim Ways -1.75 Jul 24 -2.51 4.58 4.27
Developed World ex-US 60/40 Momentum -1.75 Jul 24 1.43 8.00 8.01
Robo Advisor 80 Value Tilt Betterment -1.75 Jul 24 0.55 11.94 12.70
All Country World Stocks -1.76 Jul 24 -0.38 13.88 11.93
Edge Select Moderate Merrill Lynch -1.78 Jul 24 0.09 8.54 7.49
Robo Advisor 90 Value Tilt Betterment -1.79 Jul 24 0.59 13.21 14.08
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.80 Jul 24 -6.25 -1.53 -2.01
Paul Boyer Portfolio Paul Boyer -1.82 Jul 24 -1.57 1.62 4.85
Gretchen Tai Portfolio Gretchen Tai -1.87 Jul 24 0.24 10.70 10.97
All Weather Portfolio 2x Leveraged Ray Dalio -1.92 Jul 24 -2.77 2.23 5.86
Pepperoni Portfolio Davide Pisicchio -1.92 Jul 24 -0.20 11.35 8.61
Global Market Portfolio Credit Suisse -1.92 Jul 24 0.16 7.01 6.63
Gone Fishin' Portfolio Alexander Green -1.93 Jul 24 0.49 10.16 11.73
Dedalo Eleven Dedalo Invest -1.95 Jul 24 -0.20 12.55 10.87
Edge Select Moderately Aggressive Merrill Lynch -1.95 Jul 24 -0.01 10.88 9.46
Developed World ex-US 80/20 -1.95 Jul 24 -0.09 9.77 12.16
Edge Select Aggressive Merrill Lynch -2.13 Jul 24 0.10 13.15 11.63
Developed World ex-US Stocks -2.18 Jul 24 -0.20 11.77 14.85
Developed World ex-US Stocks Momentum -2.20 Jul 24 2.04 12.32 12.44
Golden Butterfly 2x Leveraged Tyler -2.24 Jul 24 -1.34 7.28 7.87
Ulcer Free Strategy Aim Ways -2.27 Jul 24 -1.22 4.31 5.07
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.38 Jul 24 -3.00 4.64 1.79
Stocks/Bonds 60/40 2x Leveraged -2.67 Jul 24 -1.68 17.07 9.32
Stocks/Bonds 40/60 2x Leveraged -2.74 Jul 24 -1.06 10.91 5.57
Diavola Portfolio Davide Pisicchio -2.74 Jul 24 -0.28 17.01 12.23
Family Taxable Portfolio Ted Aronson -2.86 Jul 24 1.38 12.77 14.35
Stocks/Bonds 20/80 Momentum -3.06 Jul 24 2.28 8.88 8.05
Stocks/Bonds 40/60 Momentum -4.95 Jul 24 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -6.84 Jul 24 5.76 25.66 22.64
Technology -7.10 Jul 24 -0.15 27.73 20.16
Emerging Markets Stocks -7.43 Jul 24 0.24 21.09 25.69
Stocks/Bonds 80/20 Momentum -8.74 Jul 24 7.28 34.26 29.94
Ark Tech Portfolio Cathie Wood -10.28 Jul 24 2.06 29.22 15.91
US Stocks Momentum -10.63 Jul 24 8.68 43.01 37.24