Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 17 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
IJR
US Small Cap 1.76 Jun 17 1.14 7.08 15.43
CWB
US Convertible Bonds 1.48 Jun 17 7.12 14.98 20.34
TLT
US Long Term Treasuries 1.06 Jun 17 0.53 -4.53 -2.79
VPL
Pacific 0.88 Jun 17 8.25 6.62 31.36
EFA
EAFE Stocks 0.59 Jun 17 2.42 -0.55 12.09
EEM
Emerging Markets 0.46 Jun 17 7.20 9.62 28.10
EMB
Emerg. Market Bonds 0.27 Jun 17 1.09 -0.01 2.25
VGK
Europe 0.25 Jun 17 2.15 -0.82 10.72
BNDX
International Bonds 0.19 Jun 17 0.82 -1.11 0.40
BIL
US Cash 0.15 Jun 17 0.32 0.90 1.81
VNQ
US REITs -0.09 Jun 17 -0.65 1.08 6.86
BND
US Total Bond Market -0.10 Jun 17 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds -0.16 Jun 17 0.86 -0.95 0.02
HYG
US High Yield Bonds -0.21 Jun 17 0.44 0.99 2.10
TIP
US TIPS -0.82 Jun 17 0.19 -0.10 1.06
PFF
US Preferred Stocks -1.06 Jun 17 0.80 1.50 4.40
VT
World All Countries -1.08 Jun 17 4.58 7.20 13.39
VTI
US Total Stock Market -1.82 Jun 17 5.18 10.31 11.44
SPY
US Large Cap -2.05 Jun 17 5.26 10.58 11.33
QQQ
US Technology -2.14 Jun 17 10.57 21.73 19.53
FLLA
Latin America -2.18 Jun 17 -4.91 -4.98 15.85
DBC
Commodities -6.00 Jun 17 -5.21 17.45 32.14
GLD
Gold -6.84 Jun 17 -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 4.06 Jun 17 11.21 24.96 26.65
Berkshire Hathaway Warren Buffett 3.71 Jun 17 -0.14 -6.09 -7.69
Stocks/Bonds 80/20 Momentum 3.23 Jun 17 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 2.40 Jun 17 7.16 14.40 16.05
Developed World ex-US Stocks Momentum 2.00 Jun 17 1.81 0.28 13.19
Stocks/Bonds 40/60 Momentum 1.56 Jun 17 4.98 9.14 10.75
Developed World ex-US 60/40 Momentum 1.28 Jun 17 1.43 -0.25 8.19
Developed World ex-US 40/60 Momentum 0.92 Jun 17 1.23 -0.52 5.64
Stocks/Bonds 20/80 Momentum 0.73 Jun 17 2.69 3.91 5.46
Robust Alpha Architect 0.48 Jun 17 2.80 9.90 16.53
Emerging Markets Stocks 0.46 Jun 17 7.20 9.62 28.10
Ideal Index Frank Armstrong 0.35 Jun 17 1.92 2.94 10.48
Developed World ex-US Stocks 0.32 Jun 17 4.32 2.35 18.74
Developed World ex-US 80/20 0.30 Jun 17 3.67 1.71 15.14
Developed World ex-US 60/40 0.27 Jun 17 3.00 1.05 11.50
European Stocks 0.25 Jun 17 2.15 -0.82 10.72
Coffeehouse Bill Schultheis 0.25 Jun 17 1.46 2.62 8.00
Developed World ex-US 40/60 0.25 Jun 17 2.30 0.36 7.84
Developed World ex-US 20/80 0.22 Jun 17 1.58 -0.36 4.14
Total Bond Developed World ex-US 0.19 Jun 17 0.82 -1.11 0.40
US Cash 0.15 Jun 17 0.32 0.90 1.81
Sheltered Sam 100/0 Bill Bernstein 0.15 Jun 17 2.81 4.31 14.38
Family Taxable Portfolio Ted Aronson 0.13 Jun 17 3.59 5.11 13.35
Eliminate Fat Tails Larry Swedroe 0.10 Jun 17 1.55 2.95 7.54
Sheltered Sam 90/10 Bill Bernstein 0.09 Jun 17 2.57 3.89 13.03
Aggressive Global Income The Lazy Team 0.08 Jun 17 0.49 1.08 9.71
US Stocks Equal Weight 0.08 Jun 17 2.65 2.32 9.93
Big Rocks Portfolio Larry Swedroe 0.07 Jun 17 1.51 2.75 8.76
Coward's Portfolio Bill Bernstein 0.06 Jun 17 2.19 3.72 9.48
All Country World Bonds 0.06 Jun 17 0.59 -1.05 0.58
Sheltered Sam 80/20 Bill Bernstein 0.03 Jun 17 2.31 3.46 11.69
High Yield Bonds Income The Lazy Team 0.01 Jun 17 0.90 0.25 1.59
No Brainer Portfolio Bill Bernstein -0.02 Jun 17 2.62 5.09 11.19
Sheltered Sam 70/30 Bill Bernstein -0.03 Jun 17 2.05 3.03 10.34
Ultimate Buy and Hold Strategy Paul Merriman -0.03 Jun 17 2.76 3.80 15.05
Robo Advisor 50 Value Tilt Betterment -0.04 Jun 17 2.36 2.44 7.90
Edge Select Conservative Merrill Lynch -0.07 Jun 17 1.21 1.03 3.58
Sheltered Sam 60/40 Bill Bernstein -0.09 Jun 17 1.79 2.59 9.00
Total Bond US -0.10 Jun 17 0.28 -1.32 0.18
Robo Advisor 100 Value Tilt Betterment -0.11 Jun 17 3.85 5.49 14.50
Robo Advisor 20 Value Tilt Betterment -0.13 Jun 17 1.06 0.81 3.66
Robo Advisor 80 Value Tilt Betterment -0.14 Jun 17 3.69 4.91 13.35
Sheltered Sam 50/50 Bill Bernstein -0.15 Jun 17 1.53 2.15 7.65
Conservative Income Charles Schwab -0.16 Jun 17 0.26 -0.25 1.23
Robo Advisor 90 Value Tilt Betterment -0.17 Jun 17 4.03 5.62 14.86
All Country World 20/80 -0.17 Jun 17 1.43 0.64 3.14
Robo Advisor 10 Value Tilt Betterment -0.18 Jun 17 0.58 0.29 2.24
Ultimate Buy&Hold FundAdvice -0.19 Jun 17 1.63 1.90 9.01
LifeStrategy Income Fund Vanguard -0.20 Jun 17 1.32 0.47 2.97
Global Market Portfolio Credit Suisse -0.20 Jun 17 2.43 2.01 6.31
Sheltered Sam 40/60 Bill Bernstein -0.22 Jun 17 1.25 1.70 6.30
Short Term Treasury -0.22 Jun 17 0.08 -0.20 0.83
Simple Money Portfolio Tim Maurer -0.22 Jun 17 1.47 1.33 8.33
Robo Advisor 0 Betterment -0.23 Jun 17 0.08 -0.25 0.81
Late Sixties and Beyond Burton Malkiel -0.25 Jun 17 2.59 3.69 8.78
Larry Portfolio Larry Swedroe -0.27 Jun 17 0.86 0.64 5.18
Sheltered Sam 30/70 Bill Bernstein -0.28 Jun 17 0.98 1.25 4.96
Tilt Toward Value Time Money Inc -0.28 Jun 17 2.18 3.05 7.70
Long Term Portfolio Ben Stein -0.28 Jun 17 2.91 4.85 11.39
US Stocks Quality -0.31 Jun 17 3.98 5.41 9.36
10-year Treasury -0.33 Jun 17 -0.02 -2.49 -1.06
One-Decision Portfolio Marvin Appel -0.34 Jun 17 1.30 3.06 5.79
Sheltered Sam 20/80 Bill Bernstein -0.34 Jun 17 0.70 0.78 3.61
Mid-Fifties Burton Malkiel -0.34 Jun 17 3.22 4.59 10.67
Gretchen Tai Portfolio Gretchen Tai -0.35 Jun 17 3.40 4.24 11.76
LifeStrategy Conservative Growth Vanguard -0.38 Jun 17 2.18 2.17 5.69
Gone Fishin' Portfolio Alexander Green -0.39 Jun 17 2.86 3.25 12.80
Sheltered Sam 10/90 Bill Bernstein -0.40 Jun 17 0.41 0.32 2.27
All Country World 40/60 -0.40 Jun 17 2.25 2.31 5.71
Late Thirties to Early Forties Burton Malkiel -0.42 Jun 17 3.62 5.25 11.82
Five Fold Scott Burns -0.43 Jun 17 1.89 2.57 7.50
Lifepath Fund iShares -0.43 Jun 17 1.97 2.38 5.66
Seven Value Scott Burns -0.44 Jun 17 0.67 2.42 10.90
Stocks/Bonds 20/80 -0.44 Jun 17 1.30 0.99 2.43
Nano Portfolio John Wasik -0.45 Jun 17 1.49 1.83 6.43
Mid-Twenties Burton Malkiel -0.45 Jun 17 3.77 5.52 12.40
Sheltered Sam 0/100 Bill Bernstein -0.46 Jun 17 0.12 -0.16 0.92
Andrew Tobias Portfolio Andrew Tobias -0.48 Jun 17 2.61 3.09 8.19
Edge Select Moderately Conservative Merrill Lynch -0.49 Jun 17 2.21 2.55 5.49
Simple and Cheap Time Money Inc -0.49 Jun 17 2.46 3.22 7.73
US Stocks Value -0.49 Jun 17 1.86 2.97 8.39
Four Square Scott Burns -0.52 Jun 17 2.56 2.96 7.60
Sandwich Portfolio Bob Clyatt -0.56 Jun 17 2.19 3.02 7.85
JP Morgan Balanced Portfolio JP Morgan -0.56 Jun 17 1.90 4.47 9.85
LifeStrategy Moderate Growth Vanguard -0.57 Jun 17 3.02 3.85 8.41
Edge Select Moderate Merrill Lynch -0.58 Jun 17 2.90 4.05 7.83
Dynamic 40/60 Income The Lazy Team -0.61 Jun 17 1.55 2.52 4.20
All Country World 60/40 -0.63 Jun 17 3.05 3.96 8.27
Dimensional Retirement Income Fund DFA -0.63 Jun 17 0.97 1.52 3.84
Lazy Portfolio David Swensen -0.67 Jun 17 2.41 3.93 8.98
Talmud Portfolio Roger Gibson -0.67 Jun 17 1.60 3.30 6.20
Yale Endowment David Swensen -0.68 Jun 17 2.49 3.85 9.21
Dynamic 60/40 Income The Lazy Team -0.68 Jun 17 1.17 2.72 5.16
Edge Select Moderately Aggressive Merrill Lynch -0.70 Jun 17 3.68 5.57 10.11
Edge Select Aggressive Merrill Lynch -0.72 Jun 17 4.28 6.84 12.37
Rob Arnott Portfolio Rob Arnott -0.74 Jun 17 0.56 2.46 6.65
Perfect Portfolio Ben Stein -0.74 Jun 17 3.60 6.00 13.43
LifeStrategy Growth Fund Vanguard -0.76 Jun 17 3.83 5.50 11.12
Margaritaville Scott Burns -0.77 Jun 17 3.13 4.34 10.00
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.78 Jun 17 2.98 4.35 9.22
Stocks/Bonds 40/60 -0.79 Jun 17 2.31 3.31 4.68
Pinwheel Tyler -0.80 Jun 17 1.79 1.51 10.00
Core Four Rick Ferri -0.81 Jun 17 3.43 5.35 10.28
Three Funds Bogleheads -0.82 Jun 17 3.83 5.64 10.98
US Inflation Protection -0.82 Jun 17 0.19 -0.10 1.06
Six Ways from Sunday Scott Burns -0.84 Jun 17 0.37 2.34 10.65
All Country World 80/20 -0.85 Jun 17 3.82 5.59 10.83
Ulcer Free Strategy Aim Ways -0.86 Jun 17 2.46 1.56 6.09
GAA Global Asset Allocation Mebane Faber -0.88 Jun 17 1.63 2.16 8.09
Four Funds Bogleheads -0.89 Jun 17 3.81 5.76 11.07
Cape US Sector Value Robert Shiller -0.90 Jun 17 -0.98 -3.20 -0.60
Stocks/Bonds 40/60 with Bitcoin -0.96 Jun 17, 08:00PM 2.20 3.39 4.19
Second Grader's Starter Paul Farrell -0.99 Jun 17 4.30 6.78 12.11
Stocks/Bonds 40/60 ESG -0.99 Jun 17 2.84 4.19 4.53
Dedalo Eleven Dedalo Invest -1.00 Jun 17 4.30 6.56 11.85
Cockroach Portfolio Tony Dong -1.06 Jun 17 -1.34 -7.46 1.70
All Country World Stocks -1.08 Jun 17 4.58 7.20 13.39
Stocks/Bonds 60/40 -1.13 Jun 17 3.29 5.64 6.93
All Weather Portfolio Ray Dalio -1.15 Jun 17 1.12 1.14 5.31
Pepperoni Portfolio Davide Pisicchio -1.18 Jun 17 4.09 7.55 8.63
7Twelve Portfolio Craig Israelsen -1.19 Jun 17 -0.21 6.30 13.14
All Weather Portfolio with Bitcoin Ray Dalio -1.21 Jun 17, 08:00PM 1.15 1.27 4.53
Paul Boyer Portfolio Paul Boyer -1.22 Jun 17 0.90 -2.83 7.03
Dedalo Four Dedalo Invest -1.23 Jun 17 4.20 7.24 9.73
Aim comfortable trip Aim Ways -1.25 Jun 17 1.63 -0.09 7.31
Stocks/Bonds 60/40 with Bitcoin -1.30 Jun 17, 08:00PM 3.18 5.73 6.44
Capricciosa Portfolio Davide Pisicchio -1.32 Jun 17 2.97 4.49 7.10
Couch Potato Scott Burns -1.32 Jun 17 2.74 5.09 6.25
Margherita Portfolio Davide Pisicchio -1.38 Jun 17 1.84 1.46 5.26
Simple Path to Wealth JL Collins -1.39 Jun 17 4.01 7.39 8.62
Weird Portfolio Value Stock Geek -1.39 Jun 17 0.58 -2.21 8.53
Golden Butterfly Tyler -1.40 Jun 17 1.08 -0.78 6.76
PISI Portfolio Davide Pisicchio -1.41 Jun 17 1.52 0.07 3.75
Odd-Stats Strategy Aim Ways -1.44 Jun 17 2.69 2.17 6.08
Golden Butterfly with Bitcoin Tyler -1.46 Jun 17, 08:00PM 1.06 -0.33 6.22
Stocks/Bonds 60/40 ESG -1.47 Jun 17 4.11 7.05 6.76
Desert Portfolio Gyroscopic Investing -1.47 Jun 17 1.38 0.45 4.08
Stocks/Bonds 80/20 -1.48 Jun 17 4.25 7.97 9.18
Five Asset Roger Gibson -1.51 Jun 17 0.38 6.18 13.67
Four Seasons Portfolio Davide Pisicchio -1.52 Jun 17 2.37 2.62 6.44
Desert Portfolio with Bitcoin Gyroscopic Investing -1.52 Jun 17, 08:00PM 1.36 0.93 3.54
Dedalo Three Dedalo Invest -1.60 Jun 17 5.00 9.36 12.03
In Saecula Saeculorum Fulvio Marchese -1.62 Jun 17 2.36 2.26 5.86
Golden Ratio Portfolio Frank Vasquez -1.68 Jun 17 1.87 0.79 7.33
US Stocks Minimum Volatility -1.72 Jun 17 2.07 -0.83 2.17
Diavola Portfolio Davide Pisicchio -1.75 Jun 17 6.08 11.98 12.34
Warren Buffett Portfolio Warren Buffett -1.79 Jun 17 4.90 9.70 9.92
Ivy Portfolio Mebane Faber -1.80 Jun 17 -0.35 7.24 14.63
US Stocks -1.82 Jun 17 5.18 10.31 11.44
Permanent Portfolio Harry Browne -1.86 Jun 17 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -1.92 Jun 17, 08:00PM 1.11 -1.95 4.18
Talmud Portfolio 2x Leveraged Roger Gibson -1.94 Jun 17 2.38 4.27 8.95
Marc Faber Portfolio Marc Faber -1.97 Jun 17 0.88 -2.00 7.96
Technology -2.14 Jun 17 10.57 21.73 19.53
All Weather Portfolio 2x Leveraged Ray Dalio -2.19 Jun 17 1.60 -2.09 6.76
Stocks/Bonds 40/60 2x Leveraged -2.19 Jun 17 4.20 4.18 5.28
Shield Strategy Aim Ways -2.33 Jun 17 2.84 1.70 7.25
Simplified Permanent Portfolio The Lazy Team -2.33 Jun 17 0.92 -2.68 4.40
US Stocks ESG -2.41 Jun 17 6.58 12.89 11.23
Gold Pivot Ptf Aim Ways -2.74 Jun 17 1.65 -2.36 6.47
Stocks/Bonds 60/40 2x Leveraged -2.94 Jun 17 6.32 9.36 10.07
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.14 Jun 17 2.71 -1.64 4.33
Golden Butterfly 2x Leveraged Tyler -3.33 Jun 17 1.52 -3.40 9.66
Ark Tech Portfolio Cathie Wood -4.23 Jun 17 11.68 16.59 11.52
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -4.95 Jun 17 1.58 -7.25 5.01
Gold -6.84 Jun 17 -1.54 -13.77 7.54