Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 26 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
IJR
US Small Cap 5.81 Jun 26 1.14 7.08 15.43
VNQ
US REITs 3.13 Jun 26 -0.65 1.08 6.86
TLT
US Long Term Treasuries 2.06 Jun 26 0.53 -4.53 -2.79
BNDX
International Bonds 0.61 Jun 26 0.82 -1.11 0.40
EMB
Emerg. Market Bonds 0.59 Jun 26 1.09 -0.01 2.25
BND
US Total Bond Market 0.58 Jun 26 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds 0.43 Jun 26 0.86 -0.95 0.02
BIL
US Cash 0.26 Jun 26 0.32 0.90 1.81
HYG
US High Yield Bonds -0.04 Jun 26 0.44 0.99 2.10
TIP
US TIPS -0.30 Jun 26 0.19 -0.10 1.06
VGK
Europe -0.33 Jun 26 2.15 -0.82 10.72
EFA
EAFE Stocks -0.38 Jun 26 2.42 -0.55 12.09
VPL
Pacific -0.94 Jun 26 8.25 6.62 31.36
CWB
US Convertible Bonds -1.92 Jun 26 7.12 14.98 20.34
VT
World All Countries -2.20 Jun 26 4.58 7.20 13.39
EEM
Emerging Markets -2.60 Jun 26 7.20 9.62 28.10
VTI
US Total Stock Market -2.75 Jun 26 5.18 10.31 11.44
SPY
US Large Cap -3.01 Jun 26 5.26 10.58 11.33
PFF
US Preferred Stocks -3.32 Jun 26 0.80 1.50 4.40
QQQ
US Technology -3.86 Jun 26 10.57 21.73 19.53
FLLA
Latin America -4.91 Jun 26 -4.91 -4.98 15.85
DBC
Commodities -9.85 Jun 26 -5.21 17.45 32.14
GLD
Gold -10.36 Jun 26 -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.
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 4.80 Jun 26 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 3.96 Jun 26 9.23 19.67 21.35
Berkshire Hathaway Warren Buffett 3.92 Jun 26 -0.14 -6.09 -7.69
Stocks/Bonds 60/40 Momentum 3.12 Jun 26 7.16 14.40 16.05
Stocks/Bonds 40/60 Momentum 2.27 Jun 26 4.98 9.14 10.75
US Stocks Equal Weight 2.02 Jun 26 2.65 2.32 9.93
Coffeehouse Bill Schultheis 1.47 Jun 26 1.46 2.62 8.00
Stocks/Bonds 20/80 Momentum 1.43 Jun 26 2.69 3.91 5.46
Aggressive Global Income The Lazy Team 1.05 Jun 26 0.49 1.08 9.71
Cockroach Portfolio Tony Dong 1.04 Jun 26 -1.34 -7.46 1.70
Ideal Index Frank Armstrong 0.94 Jun 26 1.92 2.94 10.48
Robust Alpha Architect 0.90 Jun 26 2.80 9.90 16.53
Sheltered Sam 100/0 Bill Bernstein 0.78 Jun 26 2.81 4.31 14.38
Big Rocks Portfolio Larry Swedroe 0.77 Jun 26 1.51 2.75 8.76
Sheltered Sam 90/10 Bill Bernstein 0.70 Jun 26 2.57 3.89 13.03
10-year Treasury 0.63 Jun 26 -0.02 -2.49 -1.06
Sheltered Sam 80/20 Bill Bernstein 0.62 Jun 26 2.31 3.46 11.69
One-Decision Portfolio Marvin Appel 0.61 Jun 26 1.30 3.06 5.79
Total Bond Developed World ex-US 0.61 Jun 26 0.82 -1.11 0.40
All Country World Bonds 0.59 Jun 26 0.59 -1.05 0.58
Total Bond US 0.58 Jun 26 0.28 -1.32 0.18
Coward's Portfolio Bill Bernstein 0.58 Jun 26 2.19 3.72 9.48
Developed World ex-US 40/60 Momentum 0.54 Jun 26 1.23 -0.52 5.64
Sheltered Sam 70/30 Bill Bernstein 0.53 Jun 26 2.05 3.03 10.34
Developed World ex-US 60/40 Momentum 0.51 Jun 26 1.43 -0.25 8.19
Eliminate Fat Tails Larry Swedroe 0.47 Jun 26 1.55 2.95 7.54
Sheltered Sam 60/40 Bill Bernstein 0.45 Jun 26 1.79 2.59 9.00
Developed World ex-US Stocks Momentum 0.44 Jun 26 1.81 0.28 13.19
Conservative Income Charles Schwab 0.43 Jun 26 0.26 -0.25 1.23
No Brainer Portfolio Bill Bernstein 0.39 Jun 26 2.62 5.09 11.19
Sheltered Sam 50/50 Bill Bernstein 0.37 Jun 26 1.53 2.15 7.65
Simple Money Portfolio Tim Maurer 0.32 Jun 26 1.47 1.33 8.33
Developed World ex-US 20/80 0.32 Jun 26 1.58 -0.36 4.14
Talmud Portfolio Roger Gibson 0.32 Jun 26 1.60 3.30 6.20
Cape US Sector Value Robert Shiller 0.31 Jun 26 -0.98 -3.20 -0.60
High Yield Bonds Income The Lazy Team 0.31 Jun 26 0.90 0.25 1.59
Sheltered Sam 40/60 Bill Bernstein 0.29 Jun 26 1.25 1.70 6.30
Larry Portfolio Larry Swedroe 0.27 Jun 26 0.86 0.64 5.18
US Cash 0.26 Jun 26 0.32 0.90 1.81
Edge Select Conservative Merrill Lynch 0.23 Jun 26 1.21 1.03 3.58
Family Taxable Portfolio Ted Aronson 0.23 Jun 26 3.59 5.11 13.35
Sheltered Sam 30/70 Bill Bernstein 0.21 Jun 26 0.98 1.25 4.96
Robo Advisor 0 Betterment 0.15 Jun 26 0.08 -0.25 0.81
Short Term Treasury 0.15 Jun 26 0.08 -0.20 0.83
Sheltered Sam 20/80 Bill Bernstein 0.13 Jun 26 0.70 0.78 3.61
Ultimate Buy and Hold Strategy Paul Merriman 0.12 Jun 26 2.76 3.80 15.05
Tilt Toward Value Time Money Inc 0.11 Jun 26 2.18 3.05 7.70
Robo Advisor 10 Value Tilt Betterment 0.10 Jun 26 0.58 0.29 2.24
LifeStrategy Income Fund Vanguard 0.07 Jun 26 1.32 0.47 2.97
Robo Advisor 20 Value Tilt Betterment 0.06 Jun 26 1.06 0.81 3.66
Nano Portfolio John Wasik 0.06 Jun 26 1.49 1.83 6.43
Sheltered Sam 10/90 Bill Bernstein 0.05 Jun 26 0.41 0.32 2.27
All Country World 20/80 0.03 Jun 26 1.43 0.64 3.14
Developed World ex-US 40/60 0.03 Jun 26 2.30 0.36 7.84
Seven Value Scott Burns 0.00 Jun 26 0.67 2.42 10.90
Ultimate Buy&Hold FundAdvice -0.01 Jun 26 1.63 1.90 9.01
Sheltered Sam 0/100 Bill Bernstein -0.03 Jun 26 0.12 -0.16 0.92
Five Fold Scott Burns -0.05 Jun 26 1.89 2.57 7.50
Stocks/Bonds 20/80 -0.08 Jun 26 1.30 0.99 2.43
US Stocks Value -0.11 Jun 26 1.86 2.97 8.39
Robo Advisor 50 Value Tilt Betterment -0.12 Jun 26 2.36 2.44 7.90
Global Market Portfolio Credit Suisse -0.22 Jun 26 2.43 2.01 6.31
Developed World ex-US 60/40 -0.26 Jun 26 3.00 1.05 11.50
Late Sixties and Beyond Burton Malkiel -0.26 Jun 26 2.59 3.69 8.78
US Inflation Protection -0.30 Jun 26 0.19 -0.10 1.06
European Stocks -0.33 Jun 26 2.15 -0.82 10.72
Lifepath Fund iShares -0.37 Jun 26 1.97 2.38 5.66
Long Term Portfolio Ben Stein -0.37 Jun 26 2.91 4.85 11.39
Yale Endowment David Swensen -0.45 Jun 26 2.49 3.85 9.21
LifeStrategy Conservative Growth Vanguard -0.46 Jun 26 2.18 2.17 5.69
Simple and Cheap Time Money Inc -0.47 Jun 26 2.46 3.22 7.73
Lazy Portfolio David Swensen -0.47 Jun 26 2.41 3.93 8.98
Sandwich Portfolio Bob Clyatt -0.48 Jun 26 2.19 3.02 7.85
Gone Fishin' Portfolio Alexander Green -0.48 Jun 26 2.86 3.25 12.80
Dimensional Retirement Income Fund DFA -0.49 Jun 25 0.97 1.52 3.84
All Country World 40/60 -0.53 Jun 26 2.25 2.31 5.71
JP Morgan Balanced Portfolio JP Morgan -0.54 Jun 26 1.90 4.47 9.85
Developed World ex-US 80/20 -0.54 Jun 26 3.67 1.71 15.14
Robo Advisor 80 Value Tilt Betterment -0.56 Jun 26 3.69 4.91 13.35
Edge Select Moderately Conservative Merrill Lynch -0.56 Jun 26 2.21 2.55 5.49
Dynamic 60/40 Income The Lazy Team -0.57 Jun 26 1.17 2.72 5.16
Six Ways from Sunday Scott Burns -0.59 Jun 26 0.37 2.34 10.65
Talmud Portfolio 2x Leveraged Roger Gibson -0.63 Jun 26 2.38 4.27 8.95
Robo Advisor 100 Value Tilt Betterment -0.67 Jun 26 3.85 5.49 14.50
Mid-Fifties Burton Malkiel -0.68 Jun 26 3.22 4.59 10.67
Robo Advisor 90 Value Tilt Betterment -0.68 Jun 26 4.03 5.62 14.86
Rob Arnott Portfolio Rob Arnott -0.73 Jun 26 0.56 2.46 6.65
Gretchen Tai Portfolio Gretchen Tai -0.74 Jun 26 3.40 4.24 11.76
Stocks/Bonds 40/60 -0.75 Jun 26 2.31 3.31 4.68
Pinwheel Tyler -0.80 Jun 26 1.79 1.51 10.00
US Stocks Minimum Volatility -0.83 Jun 26 2.07 -0.83 2.17
Developed World ex-US Stocks -0.83 Jun 26 4.32 2.35 18.74
Four Square Scott Burns -0.85 Jun 26 2.56 2.96 7.60
Weird Portfolio Value Stock Geek -0.86 Jun 26 0.58 -2.21 8.53
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.87 Jun 26 2.98 4.35 9.22
Edge Select Moderate Merrill Lynch -0.90 Jun 26 2.90 4.05 7.83
US Stocks Quality -0.91 Jun 26 3.98 5.41 9.36
LifeStrategy Moderate Growth Vanguard -0.98 Jun 26 3.02 3.85 8.41
Andrew Tobias Portfolio Andrew Tobias -0.99 Jun 26 2.61 3.09 8.19
Late Thirties to Early Forties Burton Malkiel -1.00 Jun 26 3.62 5.25 11.82
Stocks/Bonds 40/60 with Bitcoin -1.05 Jun 26 2.20 3.39 4.19
Stocks/Bonds 40/60 ESG -1.05 Jun 26 2.84 4.19 4.53
Dynamic 40/60 Income The Lazy Team -1.07 Jun 26 1.55 2.52 4.20
All Country World 60/40 -1.08 Jun 26 3.05 3.96 8.27
Mid-Twenties Burton Malkiel -1.12 Jun 26 3.77 5.52 12.40
Core Four Rick Ferri -1.18 Jun 26 3.43 5.35 10.28
GAA Global Asset Allocation Mebane Faber -1.32 Jun 26 1.63 2.16 8.09
Golden Butterfly Tyler -1.33 Jun 26 1.08 -0.78 6.76
Margaritaville Scott Burns -1.35 Jun 26 3.13 4.34 10.00
7Twelve Portfolio Craig Israelsen -1.37 Jun 26 -0.21 6.30 13.14
Edge Select Moderately Aggressive Merrill Lynch -1.38 Jun 26 3.68 5.57 10.11
Stocks/Bonds 60/40 -1.42 Jun 26 3.29 5.64 6.93
Odd-Stats Strategy Aim Ways -1.43 Jun 26 2.69 2.17 6.08
Golden Butterfly with Bitcoin Tyler -1.44 Jun 26 1.06 -0.33 6.22
Aim comfortable trip Aim Ways -1.46 Jun 26 1.63 -0.09 7.31
All Weather Portfolio Ray Dalio -1.47 Jun 26 1.12 1.14 5.31
PISI Portfolio Davide Pisicchio -1.50 Jun 26 1.52 0.07 3.75
LifeStrategy Growth Fund Vanguard -1.51 Jun 26 3.83 5.50 11.12
Couch Potato Scott Burns -1.52 Jun 26 2.74 5.09 6.25
Three Funds Bogleheads -1.54 Jun 26 3.83 5.64 10.98
Ulcer Free Strategy Aim Ways -1.57 Jun 26 2.46 1.56 6.09
Perfect Portfolio Ben Stein -1.58 Jun 26 3.60 6.00 13.43
All Weather Portfolio with Bitcoin Ray Dalio -1.59 Jun 26 1.15 1.27 4.53
Edge Select Aggressive Merrill Lynch -1.61 Jun 26 4.28 6.84 12.37
Four Funds Bogleheads -1.63 Jun 26 3.81 5.76 11.07
Paul Boyer Portfolio Paul Boyer -1.64 Jun 26 0.90 -2.83 7.03
All Country World 80/20 -1.64 Jun 26 3.82 5.59 10.83
Desert Portfolio Gyroscopic Investing -1.67 Jun 26 1.38 0.45 4.08
Stocks/Bonds 60/40 with Bitcoin -1.71 Jun 26 3.18 5.73 6.44
Pepperoni Portfolio Davide Pisicchio -1.75 Jun 26 4.09 7.55 8.63
Desert Portfolio with Bitcoin Gyroscopic Investing -1.78 Jun 26 1.36 0.93 3.54
Margherita Portfolio Davide Pisicchio -1.81 Jun 26 1.84 1.46 5.26
Capricciosa Portfolio Davide Pisicchio -1.86 Jun 26 2.97 4.49 7.10
Stocks/Bonds 60/40 ESG -1.87 Jun 26 4.11 7.05 6.76
Second Grader's Starter Paul Farrell -1.88 Jun 26 4.30 6.78 12.11
Simple Path to Wealth JL Collins -1.91 Jun 26 4.01 7.39 8.62
Dedalo Eleven Dedalo Invest -1.92 Jun 26 4.30 6.56 11.85
Dedalo Four Dedalo Invest -1.94 Jun 26 4.20 7.24 9.73
Five Asset Roger Gibson -1.97 Jun 26 0.38 6.18 13.67
In Saecula Saeculorum Fulvio Marchese -2.07 Jun 26 2.36 2.26 5.86
Golden Ratio Portfolio Frank Vasquez -2.07 Jun 26 1.87 0.79 7.33
Stocks/Bonds 80/20 -2.08 Jun 26 4.25 7.97 9.18
Stocks/Bonds 40/60 2x Leveraged -2.10 Jun 26 4.20 4.18 5.28
Four Seasons Portfolio Davide Pisicchio -2.12 Jun 26 2.37 2.62 6.44
Ivy Portfolio Mebane Faber -2.15 Jun 26 -0.35 7.24 14.63
All Country World Stocks -2.20 Jun 26 4.58 7.20 13.39
Marc Faber Portfolio Marc Faber -2.28 Jun 26 0.88 -2.00 7.96
All Weather Portfolio 2x Leveraged Ray Dalio -2.39 Jun 26 1.60 -2.09 6.76
Dedalo Three Dedalo Invest -2.58 Jun 26 5.00 9.36 12.03
Emerging Markets Stocks -2.60 Jun 26 7.20 9.62 28.10
Permanent Portfolio Harry Browne -2.70 Jun 26 1.14 -2.39 4.71
Diavola Portfolio Davide Pisicchio -2.73 Jun 26 6.08 11.98 12.34
US Stocks -2.75 Jun 26 5.18 10.31 11.44
Permanent Portfolio with Bitcoin Harry Browne -2.81 Jun 26 1.11 -1.95 4.18
Golden Butterfly 2x Leveraged Tyler -2.84 Jun 26 1.52 -3.40 9.66
Simplified Permanent Portfolio The Lazy Team -2.96 Jun 26 0.92 -2.68 4.40
Warren Buffett Portfolio Warren Buffett -3.09 Jun 26 4.90 9.70 9.92
Ark Tech Portfolio Cathie Wood -3.21 Jun 26 11.68 16.59 11.52
Shield Strategy Aim Ways -3.21 Jun 26 2.84 1.70 7.25
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.51 Jun 26 2.71 -1.64 4.33
US Stocks ESG -3.51 Jun 26 6.58 12.89 11.23
Stocks/Bonds 60/40 2x Leveraged -3.56 Jun 26 6.32 9.36 10.07
Technology -3.86 Jun 26 10.57 21.73 19.53
Gold Pivot Ptf Aim Ways -4.01 Jun 26 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.36 Jun 26 1.58 -7.25 5.01
Gold -10.36 Jun 26 -1.54 -13.77 7.54