Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 09 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
VNQ
US REITs 2.06 Jun 09 -0.65 1.08 6.86
IJR
US Small Cap 0.89 Jun 09 1.14 7.08 15.43
BIL
US Cash 0.08 Jun 09 0.32 0.90 1.81
BND
US Total Bond Market -0.33 Jun 09 0.28 -1.32 0.18
HYG
US High Yield Bonds -0.35 Jun 09 0.44 0.99 2.10
TLT
US Long Term Treasuries -0.36 Jun 09 0.53 -4.53 -2.79
EMB
Emerg. Market Bonds -0.37 Jun 09 1.09 -0.01 2.25
BNDX
International Bonds -0.47 Jun 09 0.82 -1.11 0.40
LQD
US Invest. Grade Bonds -0.49 Jun 09 0.86 -0.95 0.02
TIP
US TIPS -0.56 Jun 09 0.19 -0.10 1.06
VGK
Europe -1.27 Jun 09 2.15 -0.82 10.72
DBC
Commodities -1.39 Jun 09 -5.21 17.45 32.14
PFF
US Preferred Stocks -1.69 Jun 09 0.80 1.50 4.40
EFA
EAFE Stocks -1.81 Jun 09 2.42 -0.55 12.09
VTI
US Total Stock Market -2.38 Jun 09 5.18 10.31 11.44
VT
World All Countries -2.42 Jun 09 4.58 7.20 13.39
SPY
US Large Cap -2.57 Jun 09 5.26 10.58 11.33
CWB
US Convertible Bonds -3.02 Jun 09 7.12 14.98 20.34
EEM
Emerging Markets -4.05 Jun 09 7.20 9.62 28.10
QQQ
US Technology -4.13 Jun 09 10.57 21.73 19.53
VPL
Pacific -4.28 Jun 09 8.25 6.62 31.36
FLLA
Latin America -4.37 Jun 09 -4.91 -4.98 15.85
GLD
Gold -6.31 Jun 09 -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
Berkshire Hathaway Warren Buffett 2.67 Jun 09 -0.14 -6.09 -7.69
Cape US Sector Value Robert Shiller 0.96 Jun 09 -0.98 -3.20 -0.60
US Stocks Equal Weight 0.17 Jun 09 2.65 2.32 9.93
US Cash 0.08 Jun 09 0.32 0.90 1.81
One-Decision Portfolio Marvin Appel -0.05 Jun 09 1.30 3.06 5.79
Aggressive Global Income The Lazy Team -0.12 Jun 09 0.49 1.08 9.71
Coffeehouse Bill Schultheis -0.12 Jun 09 1.46 2.62 8.00
Short Term Treasury -0.14 Jun 09 0.08 -0.20 0.83
Seven Value Scott Burns -0.14 Jun 09 0.67 2.42 10.90
Conservative Income Charles Schwab -0.16 Jun 09 0.26 -0.25 1.23
Robo Advisor 0 Betterment -0.17 Jun 09 0.08 -0.25 0.81
Talmud Portfolio Roger Gibson -0.22 Jun 09 1.60 3.30 6.20
Six Ways from Sunday Scott Burns -0.31 Jun 09 0.37 2.34 10.65
Sheltered Sam 0/100 Bill Bernstein -0.31 Jun 09 0.12 -0.16 0.92
Total Bond US -0.33 Jun 09 0.28 -1.32 0.18
Sheltered Sam 10/90 Bill Bernstein -0.35 Jun 09 0.41 0.32 2.27
Big Rocks Portfolio Larry Swedroe -0.37 Jun 09 1.51 2.75 8.76
Robo Advisor 10 Value Tilt Betterment -0.37 Jun 09 0.58 0.29 2.24
All Country World Bonds -0.39 Jun 09 0.59 -1.05 0.58
Sheltered Sam 20/80 Bill Bernstein -0.39 Jun 09 0.70 0.78 3.61
High Yield Bonds Income The Lazy Team -0.41 Jun 09 0.90 0.25 1.59
Sheltered Sam 30/70 Bill Bernstein -0.43 Jun 09 0.98 1.25 4.96
Total Bond Developed World ex-US -0.47 Jun 09 0.82 -1.11 0.40
Sheltered Sam 40/60 Bill Bernstein -0.47 Jun 09 1.25 1.70 6.30
Dynamic 60/40 Income The Lazy Team -0.50 Jun 09 1.17 2.72 5.16
Sheltered Sam 50/50 Bill Bernstein -0.51 Jun 09 1.53 2.15 7.65
US Stocks Value -0.53 Jun 09 1.86 2.97 8.39
Stocks/Bonds 20/80 Momentum -0.53 Jun 09 2.69 3.91 5.46
Coward's Portfolio Bill Bernstein -0.55 Jun 09 2.19 3.72 9.48
Sheltered Sam 60/40 Bill Bernstein -0.55 Jun 09 1.79 2.59 9.00
Edge Select Conservative Merrill Lynch -0.56 Jun 09 1.21 1.03 3.58
US Inflation Protection -0.56 Jun 09 0.19 -0.10 1.06
Robo Advisor 20 Value Tilt Betterment -0.56 Jun 09 1.06 0.81 3.66
Ideal Index Frank Armstrong -0.57 Jun 09 1.92 2.94 10.48
10-year Treasury -0.59 Jun 09 -0.02 -2.49 -1.06
Sheltered Sam 70/30 Bill Bernstein -0.60 Jun 09 2.05 3.03 10.34
Nano Portfolio John Wasik -0.60 Jun 09 1.49 1.83 6.43
Cockroach Portfolio Tony Dong -0.61 Jun 09 -1.34 -7.46 1.70
Larry Portfolio Larry Swedroe -0.62 Jun 09 0.86 0.64 5.18
US Stocks Quality -0.64 Jun 09 3.98 5.41 9.36
Sheltered Sam 80/20 Bill Bernstein -0.64 Jun 09 2.31 3.46 11.69
Robust Alpha Architect -0.64 Jun 09 2.80 9.90 16.53
Eliminate Fat Tails Larry Swedroe -0.64 Jun 09 1.55 2.95 7.54
Sheltered Sam 90/10 Bill Bernstein -0.68 Jun 09 2.57 3.89 13.03
Rob Arnott Portfolio Rob Arnott -0.71 Jun 09 0.56 2.46 6.65
Sheltered Sam 100/0 Bill Bernstein -0.72 Jun 09 2.81 4.31 14.38
Stocks/Bonds 40/60 Momentum -0.73 Jun 09 4.98 9.14 10.75
Talmud Portfolio 2x Leveraged Roger Gibson -0.74 Jun 09 2.38 4.27 8.95
Stocks/Bonds 20/80 -0.74 Jun 09 1.30 0.99 2.43
Five Fold Scott Burns -0.76 Jun 09 1.89 2.57 7.50
LifeStrategy Income Fund Vanguard -0.78 Jun 09 1.32 0.47 2.97
All Country World 20/80 -0.79 Jun 09 1.43 0.64 3.14
Tilt Toward Value Time Money Inc -0.79 Jun 09 2.18 3.05 7.70
Dimensional Retirement Income Fund DFA -0.81 Jun 08 0.97 1.52 3.84
Simple Money Portfolio Tim Maurer -0.84 Jun 09 1.47 1.33 8.33
Ultimate Buy&Hold FundAdvice -0.86 Jun 09 1.63 1.90 9.01
7Twelve Portfolio Craig Israelsen -0.86 Jun 09 -0.21 6.30 13.14
Late Sixties and Beyond Burton Malkiel -0.87 Jun 09 2.59 3.69 8.78
Five Asset Roger Gibson -0.91 Jun 09 0.38 6.18 13.67
Developed World ex-US 20/80 -0.91 Jun 09 1.58 -0.36 4.14
Stocks/Bonds 60/40 Momentum -0.93 Jun 09 7.16 14.40 16.05
Developed World ex-US 40/60 Momentum -0.95 Jun 09 1.23 -0.52 5.64
Ivy Portfolio Mebane Faber -0.97 Jun 09 -0.35 7.24 14.63
Dynamic 40/60 Income The Lazy Team -0.99 Jun 09 1.55 2.52 4.20
Lazy Portfolio David Swensen -1.02 Jun 09 2.41 3.93 8.98
Yale Endowment David Swensen -1.05 Jun 09 2.49 3.85 9.21
US Stocks Minimum Volatility -1.06 Jun 09 2.07 -0.83 2.17
No Brainer Portfolio Bill Bernstein -1.06 Jun 09 2.62 5.09 11.19
Lifepath Fund iShares -1.06 Jun 09 1.97 2.38 5.66
JP Morgan Balanced Portfolio JP Morgan -1.09 Jun 09 1.90 4.47 9.85
Robo Advisor 50 Value Tilt Betterment -1.10 Jun 09 2.36 2.44 7.90
Stocks/Bonds 80/20 Momentum -1.13 Jun 09 9.23 19.67 21.35
Long Term Portfolio Ben Stein -1.13 Jun 09 2.91 4.85 11.39
Simple and Cheap Time Money Inc -1.14 Jun 09 2.46 3.22 7.73
Stocks/Bonds 40/60 -1.15 Jun 09 2.31 3.31 4.68
LifeStrategy Conservative Growth Vanguard -1.19 Jun 09 2.18 2.17 5.69
Developed World ex-US 60/40 Momentum -1.19 Jun 09 1.43 -0.25 8.19
Sandwich Portfolio Bob Clyatt -1.20 Jun 09 2.19 3.02 7.85
All Country World 40/60 -1.20 Jun 09 2.25 2.31 5.71
Ultimate Buy and Hold Strategy Paul Merriman -1.20 Jun 09 2.76 3.80 15.05
Edge Select Moderately Conservative Merrill Lynch -1.20 Jun 09 2.21 2.55 5.49
Global Market Portfolio Credit Suisse -1.23 Jun 09 2.43 2.01 6.31
European Stocks -1.27 Jun 09 2.15 -0.82 10.72
Weird Portfolio Value Stock Geek -1.28 Jun 09 0.58 -2.21 8.53
Pinwheel Tyler -1.28 Jun 09 1.79 1.51 10.00
Mid-Fifties Burton Malkiel -1.30 Jun 09 3.22 4.59 10.67
US Stocks Momentum -1.32 Jun 09 11.21 24.96 26.65
Developed World ex-US 40/60 -1.36 Jun 09 2.30 0.36 7.84
Stocks/Bonds 40/60 ESG -1.39 Jun 09 2.84 4.19 4.53
Stocks/Bonds 40/60 with Bitcoin -1.39 Jun 09, 08:00PM 2.20 3.39 4.19
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.41 Jun 09 2.98 4.35 9.22
Andrew Tobias Portfolio Andrew Tobias -1.45 Jun 09 2.61 3.09 8.19
Four Square Scott Burns -1.46 Jun 09 2.56 2.96 7.60
Couch Potato Scott Burns -1.47 Jun 09 2.74 5.09 6.25
Edge Select Moderate Merrill Lynch -1.49 Jun 09 2.90 4.05 7.83
All Weather Portfolio Ray Dalio -1.50 Jun 09 1.12 1.14 5.31
GAA Global Asset Allocation Mebane Faber -1.54 Jun 09 1.63 2.16 8.09
Stocks/Bonds 60/40 -1.56 Jun 09 3.29 5.64 6.93
Family Taxable Portfolio Ted Aronson -1.57 Jun 09 3.59 5.11 13.35
Golden Butterfly Tyler -1.58 Jun 09 1.08 -0.78 6.76
Late Thirties to Early Forties Burton Malkiel -1.58 Jun 09 3.62 5.25 11.82
Desert Portfolio Gyroscopic Investing -1.59 Jun 09 1.38 0.45 4.08
LifeStrategy Moderate Growth Vanguard -1.59 Jun 09 3.02 3.85 8.41
All Country World 60/40 -1.60 Jun 09 3.05 3.96 8.27
Core Four Rick Ferri -1.63 Jun 09 3.43 5.35 10.28
Robo Advisor 80 Value Tilt Betterment -1.66 Jun 09 3.69 4.91 13.35
Gone Fishin' Portfolio Alexander Green -1.66 Jun 09 2.86 3.25 12.80
Developed World ex-US Stocks Momentum -1.66 Jun 09 1.81 0.28 13.19
PISI Portfolio Davide Pisicchio -1.69 Jun 09 1.52 0.07 3.75
All Weather Portfolio with Bitcoin Ray Dalio -1.69 Jun 09, 08:00PM 1.15 1.27 4.53
Robo Advisor 100 Value Tilt Betterment -1.69 Jun 09 3.85 5.49 14.50
Mid-Twenties Burton Malkiel -1.70 Jun 09 3.77 5.52 12.40
Odd-Stats Strategy Aim Ways -1.72 Jun 09 2.69 2.17 6.08
Golden Butterfly with Bitcoin Tyler -1.72 Jun 09, 08:00PM 1.06 -0.33 6.22
Margherita Portfolio Davide Pisicchio -1.73 Jun 09 1.84 1.46 5.26
Aim comfortable trip Aim Ways -1.73 Jun 09 1.63 -0.09 7.31
Desert Portfolio with Bitcoin Gyroscopic Investing -1.74 Jun 09, 08:00PM 1.36 0.93 3.54
Gretchen Tai Portfolio Gretchen Tai -1.78 Jun 09 3.40 4.24 11.76
Robo Advisor 90 Value Tilt Betterment -1.79 Jun 09 4.03 5.62 14.86
Margaritaville Scott Burns -1.80 Jun 09 3.13 4.34 10.00
Developed World ex-US 60/40 -1.80 Jun 09 3.00 1.05 11.50
Stocks/Bonds 60/40 with Bitcoin -1.80 Jun 09, 08:00PM 3.18 5.73 6.44
Capricciosa Portfolio Davide Pisicchio -1.82 Jun 09 2.97 4.49 7.10
Perfect Portfolio Ben Stein -1.84 Jun 09 3.60 6.00 13.43
Edge Select Moderately Aggressive Merrill Lynch -1.84 Jun 09 3.68 5.57 10.11
Marc Faber Portfolio Marc Faber -1.85 Jun 09 0.88 -2.00 7.96
Simple Path to Wealth JL Collins -1.87 Jun 09 4.01 7.39 8.62
Golden Ratio Portfolio Frank Vasquez -1.89 Jun 09 1.87 0.79 7.33
Pepperoni Portfolio Davide Pisicchio -1.89 Jun 09 4.09 7.55 8.63
Stocks/Bonds 60/40 ESG -1.91 Jun 09 4.11 7.05 6.76
In Saecula Saeculorum Fulvio Marchese -1.91 Jun 09 2.36 2.26 5.86
Four Seasons Portfolio Davide Pisicchio -1.92 Jun 09 2.37 2.62 6.44
Stocks/Bonds 80/20 -1.97 Jun 09 4.25 7.97 9.18
Three Funds Bogleheads -1.99 Jun 09 3.83 5.64 10.98
Ulcer Free Strategy Aim Ways -1.99 Jun 09 2.46 1.56 6.09
LifeStrategy Growth Fund Vanguard -2.00 Jun 09 3.83 5.50 11.12
Dedalo Four Dedalo Invest -2.01 Jun 09 4.20 7.24 9.73
All Country World 80/20 -2.01 Jun 09 3.82 5.59 10.83
Four Funds Bogleheads -2.01 Jun 09 3.81 5.76 11.07
Edge Select Aggressive Merrill Lynch -2.10 Jun 09 4.28 6.84 12.37
Paul Boyer Portfolio Paul Boyer -2.10 Jun 09 0.90 -2.83 7.03
Second Grader's Starter Paul Farrell -2.19 Jun 09 4.30 6.78 12.11
Dedalo Eleven Dedalo Invest -2.22 Jun 09 4.30 6.56 11.85
Permanent Portfolio Harry Browne -2.24 Jun 09 1.14 -2.39 4.71
Developed World ex-US 80/20 -2.25 Jun 09 3.67 1.71 15.14
Warren Buffett Portfolio Warren Buffett -2.30 Jun 09 4.90 9.70 9.92
US Stocks -2.38 Jun 09 5.18 10.31 11.44
Permanent Portfolio with Bitcoin Harry Browne -2.39 Jun 09, 08:00PM 1.11 -1.95 4.18
Dedalo Three Dedalo Invest -2.39 Jun 09 5.00 9.36 12.03
All Country World Stocks -2.42 Jun 09 4.58 7.20 13.39
Simplified Permanent Portfolio The Lazy Team -2.47 Jun 09 0.92 -2.68 4.40
Diavola Portfolio Davide Pisicchio -2.61 Jun 09 6.08 11.98 12.34
All Weather Portfolio 2x Leveraged Ray Dalio -2.62 Jun 09 1.60 -2.09 6.76
Developed World ex-US Stocks -2.69 Jun 09 4.32 2.35 18.74
Shield Strategy Aim Ways -2.69 Jun 09 2.84 1.70 7.25
Stocks/Bonds 40/60 2x Leveraged -2.79 Jun 09 4.20 4.18 5.28
US Stocks ESG -2.93 Jun 09 6.58 12.89 11.23
Gold Pivot Ptf Aim Ways -3.06 Jun 09 1.65 -2.36 6.47
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.52 Jun 09 2.71 -1.64 4.33
Stocks/Bonds 60/40 2x Leveraged -3.61 Jun 09 6.32 9.36 10.07
Golden Butterfly 2x Leveraged Tyler -3.71 Jun 09 1.52 -3.40 9.66
Emerging Markets Stocks -4.05 Jun 09 7.20 9.62 28.10
Technology -4.13 Jun 09 10.57 21.73 19.53
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -5.02 Jun 09 1.58 -7.25 5.01
Gold -6.31 Jun 09 -1.54 -13.77 7.54
Ark Tech Portfolio Cathie Wood -7.69 Jun 09 11.68 16.59 11.52