Last Update - Jul 15 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 7.99 Jul 15 -9.57 -7.91 19.23
FLLA
Latin America 3.17 Jul 15 -2.93 -4.95 11.58
VNQ
US REITs 1.48 Jul 15 1.65 9.67 11.11
GLD
Gold 1.08 Jul 15 -11.68 -14.39 -7.05
SPY
US Large Cap 1.08 Jul 15 -1.03 15.12 10.09
PFF
US Preferred Stocks 0.90 Jul 15 -2.97 1.93 0.48
EFA
EAFE Stocks 0.74 Jul 15 0.69 8.64 9.89
VGK
Europe 0.66 Jul 15 0.83 8.88 7.84
VTI
US Total Stock Market 0.64 Jul 15 -0.39 15.68 11.04
HYG
US High Yield Bonds 0.26 Jul 15 0.09 2.05 1.69
VT
World All Countries 0.22 Jul 15 -0.38 13.88 11.93
BIL
US Cash 0.16 Jul 15 0.27 0.88 1.74
TIP
US TIPS -0.28 Jul 15 -0.46 0.82 1.23
EMB
Emerg. Market Bonds -0.32 Jul 15 0.43 4.05 2.38
BND
US Total Bond Market -0.47 Jul 15 0.27 0.70 0.75
BNDX
International Bonds -0.60 Jul 15 0.44 1.50 1.38
LQD
US Invest. Grade Bonds -1.02 Jul 15 0.11 1.26 0.88
IJR
US Small Cap -1.45 Jul 15 7.28 19.67 23.98
TLT
US Long Term Treasuries -2.16 Jul 15 1.17 0.85 1.03
QQQ
US Technology -2.53 Jul 15 -0.15 27.73 20.16
VPL
Pacific -3.54 Jul 15 -0.39 18.38 27.98
CWB
US Convertible Bonds -3.84 Jul 15 -0.12 18.26 21.63
EEM
Emerging Markets -4.15 Jul 15 0.24 21.09 25.69
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 1.99 Jul 15 -2.10 4.08 12.29
Five Asset Roger Gibson 1.77 Jul 15 -1.89 5.27 11.37
US Stocks ESG 1.33 Jul 15 -1.14 18.04 9.84
US Stocks Value 1.32 Jul 15 0.23 8.17 8.27
7Twelve Portfolio Craig Israelsen 1.29 Jul 15 -1.07 4.44 11.82
Six Ways from Sunday Scott Burns 1.15 Jul 15 -0.71 3.45 9.96
Aggressive Global Income The Lazy Team 1.13 Jul 15 1.12 6.17 10.31
Gold 1.08 Jul 15 -11.68 -14.39 -7.05
Talmud Portfolio 2x Leveraged Roger Gibson 1.00 Jul 15 -0.51 14.62 10.88
Warren Buffett Portfolio Warren Buffett 0.99 Jul 15 -0.86 13.83 8.95
Seven Value Scott Burns 0.95 Jul 15 -0.13 4.61 10.72
Cape US Sector Value Robert Shiller 0.79 Jul 15 0.89 5.40 0.88
Dynamic 60/40 Income The Lazy Team 0.69 Jul 15 -0.29 5.88 4.98
Stocks/Bonds 60/40 2x Leveraged 0.66 Jul 15 -1.68 17.07 9.32
European Stocks 0.66 Jul 15 0.83 8.88 7.84
Simple Money Portfolio Tim Maurer 0.65 Jul 15 0.64 6.53 7.86
US Stocks 0.64 Jul 15 -0.39 15.68 11.04
Stocks/Bonds 60/40 ESG 0.63 Jul 15 -0.61 10.80 6.17
Talmud Portfolio Roger Gibson 0.55 Jul 15 0.51 8.59 7.63
Dedalo Three Dedalo Invest 0.52 Jul 15 -0.38 15.13 11.30
Andrew Tobias Portfolio Andrew Tobias 0.51 Jul 15 0.12 8.11 7.17
Marc Faber Portfolio Marc Faber 0.45 Jul 15 -2.51 2.42 4.70
Nano Portfolio John Wasik 0.42 Jul 15 0.36 7.04 6.80
Stocks/Bonds 80/20 0.42 Jul 15 -0.27 12.58 8.98
Rob Arnott Portfolio Rob Arnott 0.41 Jul 15 -0.92 3.28 6.15
JP Morgan Balanced Portfolio JP Morgan 0.40 Jul 15 0.21 8.26 9.56
Desert Portfolio with Bitcoin Gyroscopic Investing 0.38 Jul 15, 08:00PM -1.37 3.04 2.03
Weird Portfolio Value Stock Geek 0.38 Jul 15 -1.39 3.50 6.71
Simple Path to Wealth JL Collins 0.36 Jul 15 -0.23 11.81 8.46
Stocks/Bonds 60/40 with Bitcoin 0.35 Jul 15, 08:00PM -0.46 9.19 6.14
Dynamic 40/60 Income The Lazy Team 0.33 Jul 15 -0.56 4.73 3.24
One-Decision Portfolio Marvin Appel 0.32 Jul 15 0.77 7.02 7.03
Dedalo Four Dedalo Invest 0.29 Jul 15 -0.23 12.31 9.33
Stocks/Bonds 40/60 ESG 0.28 Jul 15 -0.33 7.34 4.33
Ultimate Buy and Hold Strategy Paul Merriman 0.27 Jul 15 0.98 12.16 14.50
Conservative Portfolio Lyn Alden 0.26 Jul 15 -0.55 7.34 7.76
Desert Portfolio Gyroscopic Investing 0.25 Jul 15 -1.27 2.93 2.55
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.23 Jul 15 -6.25 -1.53 -2.01
Big Rocks Portfolio Larry Swedroe 0.23 Jul 15 1.33 8.06 9.41
All Country World Stocks 0.22 Jul 15 -0.38 13.88 11.93
Stocks/Bonds 60/40 0.20 Jul 15 -0.14 9.54 6.92
Couch Potato Scott Burns 0.18 Jul 15 -0.42 8.08 6.13
Simplified Permanent Portfolio The Lazy Team 0.18 Jul 15 -2.94 -0.10 0.97
US Stocks Quality 0.17 Jul 15 2.01 14.60 10.91
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.16 Jul 15 -0.03 9.73 8.77
US Cash 0.16 Jul 15 0.27 0.88 1.74
In Saecula Saeculorum Fulvio Marchese 0.16 Jul 15 -1.28 5.50 4.44
Short Term Treasury 0.16 Jul 15 0.06 0.33 0.60
Core Four Rick Ferri 0.16 Jul 15 0.04 11.24 9.83
Robo Advisor 0 Betterment 0.14 Jul 15 0.06 0.34 0.58
Ultimate Buy&Hold FundAdvice 0.14 Jul 15 0.63 7.36 8.71
Yale Endowment David Swensen 0.14 Jul 15 0.14 9.53 9.21
Stocks/Bonds 40/60 with Bitcoin 0.13 Jul 15, 08:00PM -0.34 6.18 4.08
Second Grader's Starter Paul Farrell 0.12 Jul 15 -0.16 13.02 11.06
Lazy Portfolio David Swensen 0.12 Jul 15 0.20 9.57 9.17
Cockroach Portfolio Tony Dong 0.11 Jul 15 -0.36 -1.11 2.44
Capricciosa Portfolio Davide Pisicchio 0.11 Jul 15 -0.75 7.86 6.29
Five Fold Scott Burns 0.10 Jul 15 0.29 7.90 7.86
Aim comfortable trip Aim Ways 0.09 Jul 15 -1.09 3.64 5.22
US Stocks Equal Weight 0.09 Jul 15 2.28 11.29 11.98
Pinwheel Tyler 0.09 Jul 15 -0.24 7.29 8.92
Four Seasons Portfolio Davide Pisicchio 0.08 Jul 15 -1.32 5.54 4.89
Sheltered Sam 100/0 Bill Bernstein 0.08 Jul 15 1.54 12.58 14.67
All Country World 80/20 0.07 Jul 15 -0.25 11.37 9.79
Long Term Portfolio Ben Stein 0.07 Jul 15 0.78 11.25 11.40
Perfect Portfolio Ben Stein 0.07 Jul 15 -0.40 10.70 11.89
Sheltered Sam 90/10 Bill Bernstein 0.07 Jul 15 1.39 11.39 13.28
Golden Ratio Portfolio Frank Vasquez 0.07 Jul 15 -1.35 4.84 5.88
Permanent Portfolio with Bitcoin Harry Browne 0.06 Jul 15, 08:00PM -2.80 0.38 1.17
Sheltered Sam 80/20 Bill Bernstein 0.06 Jul 15 1.23 10.20 11.90
All Weather Portfolio with Bitcoin Ray Dalio 0.06 Jul 15, 08:00PM -1.53 2.92 3.84
Sheltered Sam 70/30 Bill Bernstein 0.05 Jul 15 1.07 9.00 10.52
Dimensional Retirement Income Fund DFA 0.05 Jul 15 -1.38 2.12 2.41
Sheltered Sam 60/40 Bill Bernstein 0.04 Jul 15 0.91 7.80 9.14
Stocks/Bonds 40/60 2x Leveraged 0.04 Jul 15 -1.06 10.91 5.57
Sandwich Portfolio Bob Clyatt 0.03 Jul 15 0.21 7.78 7.65
Sheltered Sam 50/50 Bill Bernstein 0.03 Jul 15 0.75 6.60 7.76
Four Funds Bogleheads 0.02 Jul 15 -0.16 11.52 10.08
Aggressive Portfolio Lyn Alden 0.02 Jul 15 -0.33 10.86 10.74
Sheltered Sam 40/60 Bill Bernstein 0.02 Jul 15 0.58 5.39 6.38
Robo Advisor 10 Value Tilt Betterment 0.01 Jul 15 0.17 1.88 2.08
Golden Butterfly with Bitcoin Tyler 0.01 Jul 15, 08:00PM -1.17 3.48 4.78
Sheltered Sam 30/70 Bill Bernstein 0.01 Jul 15 0.40 4.18 5.00
Margherita Portfolio Davide Pisicchio 0.01 Jul 15 -1.29 4.00 3.78
Three Funds Bogleheads 0.00 Jul 15 -0.09 11.51 10.03
Sheltered Sam 20/80 Bill Bernstein 0.00 Jul 15 0.22 2.97 3.62
All Weather Portfolio Ray Dalio -0.01 Jul 15 -1.43 2.86 4.62
Sheltered Sam 10/90 Bill Bernstein -0.01 Jul 15 0.04 1.75 2.23
Simple and Cheap Time Money Inc -0.01 Jul 15 0.20 8.37 7.70
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.01 Jul 15 -3.00 4.64 1.79
Sheltered Sam 0/100 Bill Bernstein -0.02 Jul 15 -0.15 0.53 0.85
Stocks/Bonds 40/60 -0.03 Jul 15 -0.01 6.54 4.86
Tilt Toward Value Time Money Inc -0.03 Jul 15 0.66 8.39 8.22
LifeStrategy Growth Fund Vanguard -0.03 Jul 15 -0.07 11.49 10.14
Late Sixties and Beyond Burton Malkiel -0.05 Jul 15 0.54 9.83 9.28
PISI Portfolio Davide Pisicchio -0.06 Jul 15 -1.18 3.13 2.67
All Country World 60/40 -0.07 Jul 15 -0.11 8.87 7.64
Permanent Portfolio Harry Browne -0.07 Jul 15 -2.70 0.29 1.69
GAA Global Asset Allocation Mebane Faber -0.09 Jul 15 -1.11 4.63 6.82
Dedalo Eleven Dedalo Invest -0.09 Jul 15 -0.20 12.55 10.87
Robo Advisor 20 Value Tilt Betterment -0.10 Jul 15 0.29 3.40 3.57
Robo Advisor 100 Value Tilt Betterment -0.10 Jul 15 0.87 13.59 14.05
Margaritaville Scott Burns -0.12 Jul 15 -0.22 9.50 8.96
Golden Butterfly Tyler -0.12 Jul 15 -1.08 3.37 5.30
Conservative Income Charles Schwab -0.14 Jul 15 0.21 1.35 1.70
Pepperoni Portfolio Davide Pisicchio -0.15 Jul 15 -0.20 11.35 8.61
LifeStrategy Moderate Growth Vanguard -0.15 Jul 15 0.02 8.83 7.84
Edge Select Moderately Aggressive Merrill Lynch -0.16 Jul 15 -0.01 10.88 9.46
Edge Select Aggressive Merrill Lynch -0.17 Jul 15 0.10 13.15 11.63
Mid-Fifties Burton Malkiel -0.17 Jul 15 0.44 11.37 10.75
Coward's Portfolio Bill Bernstein -0.18 Jul 15 1.25 9.14 10.17
Lifepath Fund iShares -0.18 Jul 15 0.23 6.28 5.71
Moderate Portfolio Lyn Alden -0.18 Jul 15 -0.26 10.06 9.93
Coffeehouse Bill Schultheis -0.20 Jul 15 1.85 8.76 9.87
Ideal Index Frank Armstrong -0.21 Jul 15 1.58 9.63 11.23
All Country World 40/60 -0.21 Jul 15 0.04 6.39 5.50
Gold Pivot Ptf Aim Ways -0.21 Jul 15 -3.83 -0.15 1.67
Edge Select Conservative Merrill Lynch -0.21 Jul 15 0.42 3.69 3.84
Diavola Portfolio Davide Pisicchio -0.22 Jul 15 -0.28 17.01 12.23
Shield Strategy Aim Ways -0.22 Jul 15 -2.51 4.58 4.27
Edge Select Moderate Merrill Lynch -0.22 Jul 15 0.09 8.54 7.49
Late Thirties to Early Forties Burton Malkiel -0.22 Jul 15 0.35 12.26 11.58
No Brainer Portfolio Bill Bernstein -0.24 Jul 15 1.73 11.88 12.25
Edge Select Moderately Conservative Merrill Lynch -0.24 Jul 15 0.04 6.14 5.31
Four Square Scott Burns -0.24 Jul 15 -0.06 7.45 7.05
Mid-Twenties Burton Malkiel -0.25 Jul 15 0.31 12.65 12.01
Stocks/Bonds 20/80 -0.25 Jul 15 0.13 3.59 2.81
LifeStrategy Conservative Growth Vanguard -0.27 Jul 15 0.12 6.18 5.54
US Inflation Protection -0.28 Jul 15 -0.46 0.82 1.23
Larry Portfolio Larry Swedroe -0.29 Jul 15 0.64 4.39 5.40
All Weather Portfolio 2x Leveraged Ray Dalio -0.32 Jul 15 -2.77 2.23 5.86
All Country World 20/80 -0.35 Jul 15 0.19 3.93 3.36
Robo Advisor 50 Value Tilt Betterment -0.35 Jul 15 0.58 7.77 7.90
US Stocks Minimum Volatility -0.38 Jul 15 0.17 4.34 3.19
LifeStrategy Income Fund Vanguard -0.39 Jul 15 0.22 3.55 3.24
High Yield Bonds Income The Lazy Team -0.42 Jul 15 0.22 2.66 1.86
Golden Butterfly 2x Leveraged Tyler -0.45 Jul 15 -1.34 7.28 7.87
Total Bond US -0.47 Jul 15 0.27 0.70 0.75
Robo Advisor 90 Value Tilt Betterment -0.49 Jul 15 0.59 13.21 14.08
All Country World Bonds -0.49 Jul 15 0.36 1.48 1.21
10-year Treasury -0.51 Jul 15 0.25 0.08 -0.06
Robo Advisor 80 Value Tilt Betterment -0.51 Jul 15 0.55 11.94 12.70
Gretchen Tai Portfolio Gretchen Tai -0.53 Jul 15 0.24 10.70 10.97
Total Bond Developed World ex-US -0.60 Jul 15 0.44 1.50 1.38
Odd-Stats Strategy Aim Ways -0.60 Jul 15 -0.85 6.19 5.62
Developed World ex-US 20/80 -0.60 Jul 15 0.30 3.61 4.07
Developed World ex-US 40/60 -0.60 Jul 15 0.16 5.68 6.77
Developed World ex-US 60/40 -0.60 Jul 15 0.04 7.74 9.46
Developed World ex-US 80/20 -0.60 Jul 15 -0.09 9.77 12.16
Developed World ex-US Stocks -0.60 Jul 15 -0.20 11.77 14.85
Global Market Portfolio Credit Suisse -0.68 Jul 15 0.16 7.01 6.63
Developed World ex-US 40/60 Momentum -0.76 Jul 15 1.12 5.84 5.80
Gone Fishin' Portfolio Alexander Green -0.78 Jul 15 0.49 10.16 11.73
Developed World ex-US 60/40 Momentum -0.85 Jul 15 1.43 8.00 8.01
Eliminate Fat Tails Larry Swedroe -0.88 Jul 15 1.16 6.83 8.49
Paul Boyer Portfolio Paul Boyer -0.93 Jul 15 -1.57 1.62 4.85
Developed World ex-US Stocks Momentum -1.01 Jul 15 2.04 12.32 12.44
Ulcer Free Strategy Aim Ways -1.07 Jul 15 -1.22 4.31 5.07
Family Taxable Portfolio Ted Aronson -1.25 Jul 15 1.38 12.77 14.35
Robust Alpha Architect -1.27 Jul 15 2.18 14.16 18.54
Berkshire Hathaway Warren Buffett -2.09 Jul 15 5.34 4.28 -0.79
Stocks/Bonds 20/80 Momentum -2.14 Jul 15 2.28 8.88 8.05
Ark Tech Portfolio Cathie Wood -2.34 Jul 15 2.06 29.22 15.91
Technology -2.53 Jul 15 -0.15 27.73 20.16
Stocks/Bonds 40/60 Momentum -3.80 Jul 15 4.10 17.20 15.34
Emerging Markets Stocks -4.15 Jul 15 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -5.47 Jul 15 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -7.13 Jul 15 7.28 34.26 29.94
US Stocks Momentum -8.80 Jul 15 8.68 43.01 37.24