Last Update - Jul 05 2022, 02:00PM 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 22
Asset Class Jul 22 Time(ET) 1M 3M 6M
Long Term Treasuries (TLT) 2.64 Jul 05, 02:00PM -1.27 -12.59 -21.88
TIPS (TIP) 1.49 Jul 05, 01:59PM -3.11 -6.15 -9.04
Investment Grade Bonds (LQD) 1.33 Jul 05, 02:00PM -3.62 -8.40 -16.08
US Technology (QQQ) 1.22 Jul 05, 01:59PM -8.91 -22.54 -29.33
US Total Bond Market (BND) 1.06 Jul 05, 02:00PM -1.66 -4.78 -10.35
International Bond Market (BNDX) 0.54 Jul 05, 01:59PM -1.72 -5.31 -9.84
High Yield Bonds (HYG) 0.44 Jul 05, 02:00PM -7.05 -9.48 -13.77
Emerging Market Bonds (EMB) 0.44 Jul 05, 02:00PM -6.15 -11.70 -20.28
US Total Stock Market (VTI) 0.21 Jul 05, 01:59PM -8.23 -16.82 -21.32
US REITs (VNQ) 0.12 Jul 05, 01:59PM -7.46 -15.40 -20.54
US Large Cap (SPY) 0.06 Jul 05, 02:00PM -8.25 -16.11 -19.98
Preferred Stocks (PFF) 0.04 Jul 05, 01:59PM -4.98 -8.66 -15.10
US Cash (BIL) -0.01 Jul 05, 02:00PM 0.08 0.10 0.12
US Small Cap (IJR) -0.27 Jul 05, 01:59PM -8.48 -14.08 -18.93
World All Countries (VT) -0.98 Jul 05, 01:59PM -8.14 -15.15 -19.80
Pacific (VPL) -1.67 Jul 05, 02:00PM -8.19 -13.54 -17.87
Gold (GLD) -2.33 Jul 05, 01:59PM -1.57 -6.75 -1.46
Emerging Markets (EEM) -2.34 Jul 05, 02:00PM -5.14 -10.41 -17.20
EAFE Stocks (EFA) -2.69 Jul 05, 01:59PM -8.72 -13.18 -18.78
Europe (VGK) -3.62 Jul 05, 02:00PM -9.93 -13.51 -20.89
Latin America (FLLA) -4.15 Jul 05, 11:16AM -16.83 -21.26 -0.51
Commodities (DBC) -6.72 Jul 05, 02:00PM -7.50 2.23 28.20
Stocks Bonds 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 22) 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 Jun 22
Asset Class Jul 22 Time(ET) 1M 3M 6M
Ark Tech Portfolio
Cathie Wood
7.30 Jul 05, 02:00PM -8.50 -34.77 -50.02
Stocks/Bonds 40/60 2x Leveraged
2.05 Jul 05, 01:59PM -7.51 -18.13 -27.71
10-year Treasury
1.67 Jul 05, 02:00PM -0.86 -4.47 -10.56
Desert Portfolio 2x Leveraged
Gyroscopic Investing
1.57 Jul 05, 01:59PM -6.19 -16.36 -24.41
Cape US Sector Value
Robert Shiller
1.50 Jul 05, 01:50PM -3.61 -16.20 -17.93
US Inflation Protection
1.49 Jul 05, 01:59PM -3.11 -6.15 -9.04
All Weather Portfolio 2x Leveraged
Ray Dalio
1.40 Jul 05, 01:59PM -12.41 -21.99 -26.81
Stocks/Bonds 60/40 2x Leveraged
1.39 Jul 05, 01:59PM -10.47 -22.65 -31.35
Technology
1.22 Jul 05, 01:59PM -8.91 -22.54 -29.33
Total Bond US
1.06 Jul 05, 02:00PM -1.66 -4.78 -10.35
Stocks/Bonds 40/60 ESG
0.93 Jul 05, 01:58PM -3.90 -9.86 -15.70
Stocks/Bonds 20/80
0.89 Jul 05, 02:00PM -2.91 -7.20 -12.54
Dimensional Retirement Income Fund
DFA
0.89 Jul 01 -3.35 -6.09 -8.69
Couch Potato
Scott Burns
0.85 Jul 05, 01:59PM -5.56 -11.42 -15.18
Stocks/Bonds 60/40 ESG
0.83 Jul 05, 01:58PM -5.16 -12.50 -18.48
All Country World Bonds
0.78 Jul 05, 02:00PM -2.32 -5.97 -11.66
All Weather Portfolio with Bitcoin
Ray Dalio
0.77 Jul 05, 02:00PM -4.53 -11.48 -15.18
Conservative Income
Charles Schwab
0.75 Jul 05, 02:00PM -2.10 -4.63 -8.22
Stocks/Bonds 40/60 with Bitcoin
0.75 Jul 05, 02:00PM -4.75 -10.61 -15.60
Stocks/Bonds 40/60
0.72 Jul 05, 02:00PM -4.19 -9.61 -14.74
High Yield Bonds Income
0.69 Jul 05, 02:00PM -6.40 -10.98 -17.78
Talmud Portfolio 2x Leveraged
Roger Gibson
0.67 Jul 05, 01:59PM -10.57 -23.17 -32.60
All Weather Portfolio
Ray Dalio
0.64 Jul 05, 02:00PM -3.99 -10.28 -13.67
US Stocks ESG
0.61 Jul 05, 01:58PM -7.83 -17.84 -24.04
Stocks/Bonds 60/40 with Bitcoin
0.58 Jul 05, 02:00PM -6.07 -13.02 -17.79
Stocks/Bonds 60/40
0.55 Jul 05, 02:00PM -5.51 -12.02 -16.93
Total Bond Developed World ex-US
0.54 Jul 05, 01:59PM -1.72 -5.31 -9.84
Desert Portfolio with Bitcoin
Gyroscopic Investing
0.53 Jul 05, 02:00PM -3.52 -7.96 -11.84
Vanguard LifeStrategy Income Fund
Vanguard
0.53 Jul 05, 02:00PM -2.90 -6.95 -12.11
Simplified Permanent Portfolio 2x Leveraged
0.50 Jul 05, 01:59PM -5.67 -16.01 -21.26
Talmud Portfolio
Roger Gibson
0.46 Jul 05, 02:00PM -5.70 -12.34 -17.40
Desert Portfolio
Gyroscopic Investing
0.44 Jul 05, 02:00PM -2.92 -6.90 -10.69
All Country World 20/80
0.43 Jul 05, 02:00PM -3.45 -7.81 -13.29
Simple Path to Wealth
JL Collins
0.42 Jul 05, 02:00PM -6.51 -13.82 -18.58
Stocks/Bonds 80/20
0.38 Jul 05, 02:00PM -6.85 -14.42 -19.13
Edge Select Moderately Conservative
Merrill Lynch
0.37 Jul 05, 02:00PM -4.21 -8.77 -13.99
Golden Butterfly 2x Leveraged
0.37 Jul 05, 01:59PM -7.87 -18.34 -24.46
Robo Advisor 0
Betterment
0.36 Jul 05, 01:59PM -0.65 -0.62 -3.30
Lifepath Fund
iShares
0.34 Jul 05, 02:00PM -4.31 -9.06 -14.06
Edge Select Conservative
Merrill Lynch
0.32 Jul 05, 02:00PM -2.70 -5.46 -9.20
Short Term Treasury
0.31 Jul 05, 01:59PM -0.59 -0.50 -2.99
Simplified Permanent Portfolio
0.31 Jul 05, 02:00PM -2.78 -8.10 -10.97
Dynamic 40/60 Income
0.29 Jul 05, 02:00PM -5.30 -9.36 -14.69
Larry Portfolio
Larry Swedroe
0.26 Jul 05, 02:00PM -2.80 -5.06 -9.65
Robo Advisor 10
Betterment
0.25 Jul 05, 02:00PM -1.59 -2.65 -5.92
Warren Buffett Portfolio
Warren Buffett
0.23 Jul 05, 01:59PM -7.40 -15.31 -19.61
Dynamic 60/40 Income
0.22 Jul 05, 02:00PM -5.55 -10.11 -14.74
Permanent Portfolio with Bitcoin
Harry Browne
0.22 Jul 05, 02:00PM -3.22 -9.83 -12.29
US Stocks
0.21 Jul 05, 01:59PM -8.23 -16.82 -21.32
Yale Endowment
David Swensen
0.17 Jul 05, 02:00PM -6.29 -13.53 -18.84
Vanguard LifeStrategy Conservative Growth
Vanguard
0.16 Jul 05, 02:00PM -4.14 -8.96 -14.02
Robo Advisor 20
Betterment
0.14 Jul 05, 02:00PM -2.59 -4.73 -8.55
Golden Butterfly with Bitcoin
0.13 Jul 05, 02:00PM -4.70 -10.81 -13.54
Edge Select Moderate
Merrill Lynch
0.13 Jul 05, 02:00PM -5.13 -10.38 -15.67
Permanent Portfolio
Harry Browne
0.13 Jul 05, 02:00PM -2.62 -8.78 -11.14
All Country World 40/60
0.08 Jul 05, 02:00PM -4.59 -9.66 -14.92
Stocks/Bonds 40/60 Momentum
0.06 Jul 05, 02:00PM -5.20 -9.00 -17.39
Dimensional 2030 Retirement Income
DFA
0.06 Jul 05, 02:00PM -5.56 -10.86 -15.03
Golden Butterfly
0.04 Jul 05, 02:00PM -4.08 -9.76 -12.39
Coffee House
Bill Schultheis
-0.04 Jul 05, 02:00PM -5.53 -10.10 -14.33
Lazy Portfolio
David Swensen
-0.06 Jul 05, 02:00PM -5.85 -11.67 -16.36
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
-0.11 Jul 05, 02:00PM -6.45 -12.62 -17.34
Rob Arnott Portfolio
Rob Arnott
-0.12 Jul 05, 02:00PM -4.74 -8.47 -11.39
Developed World ex-US 20/80
-0.14 Jul 05, 01:59PM -3.18 -7.03 -11.66
GAA Global Asset Allocation
Mebane Faber
-0.14 Jul 05, 02:00PM -5.04 -10.30 -14.15
Sandwich Portfolio
Bob Clyatt
-0.14 Jul 05, 02:00PM -4.62 -9.01 -14.12
Family Taxable Portfolio
Ted Aronson
-0.15 Jul 05, 02:00PM -6.56 -12.60 -17.76
Edge Select Moderately Aggressive
Merrill Lynch
-0.16 Jul 05, 02:00PM -6.01 -11.98 -17.18
Paul Boyer Portfolio
Paul Boyer
-0.17 Jul 05, 02:00PM -2.51 -7.86 -11.10
Vanguard LifeStrategy Moderate Growth
Vanguard
-0.21 Jul 05, 02:00PM -5.41 -10.97 -15.92
Equal Weight US Portfolio
-0.21 Jul 05, 01:59PM -9.39 -14.44 -16.74
Robo Advisor 50
Betterment
-0.26 Jul 05, 02:00PM -5.37 -10.08 -14.95
All Country World 60/40
-0.28 Jul 05, 02:00PM -5.76 -11.49 -16.54
Coward's Portfolio
Bill Bernstein
-0.31 Jul 05, 02:00PM -5.38 -9.28 -13.12
Core Four
Rick Ferri
-0.33 Jul 05, 02:00PM -6.67 -13.21 -18.12
Margaritaville
Scott Burns
-0.33 Jul 05, 01:59PM -6.28 -11.75 -15.97
Late Sixties and Beyond
Burton Malkiel
-0.38 Jul 05, 02:00PM -5.98 -11.65 -16.89
Stocks/Bonds 60/40 Momentum
-0.44 Jul 05, 02:00PM -7.10 -11.23 -20.91
Edge Select Aggressive
Merrill Lynch
-0.45 Jul 05, 02:00PM -6.77 -13.30 -18.39
Four Funds
Bogleheads
-0.45 Jul 05, 02:00PM -6.84 -13.17 -17.81
Three Funds
Bogleheads
-0.49 Jul 05, 02:00PM -6.70 -13.05 -17.94
Ultimate Buy&Hold
FundAdvice
-0.57 Jul 05, 02:00PM -5.24 -8.74 -12.58
Big Rocks Portfolio
Larry Swedroe
-0.57 Jul 05, 02:00PM -5.09 -8.13 -11.17
Marc Faber Portfolio
Marc Faber
-0.58 Jul 05, 02:00PM -4.53 -10.37 -13.08
Second Grader's Starter
Paul Farrell
-0.58 Jul 05, 02:00PM -7.38 -14.25 -19.04
Mid-Fifties
Burton Malkiel
-0.58 Jul 05, 02:00PM -6.55 -12.64 -18.04
Vanguard LifeStrategy Growth Fund
Vanguard
-0.58 Jul 05, 02:00PM -6.69 -12.99 -17.83
Gone Fishin' Portfolio
Alexander Green
-0.60 Jul 05, 02:00PM -6.50 -11.73 -16.21
No Brainer Portfolio
Bill Bernstein
-0.61 Jul 05, 01:59PM -6.10 -10.87 -15.19
All Country World 80/20
-0.63 Jul 05, 02:00PM -6.94 -13.33 -18.17
Simple Money Portfolio
Tim Maurer
-0.70 Jul 05, 02:00PM -5.73 -8.91 -12.84
Late Thirties to Early Forties
Burton Malkiel
-0.72 Jul 05, 02:00PM -6.73 -12.93 -18.21
Andrew Tobias Portfolio
Andrew Tobias
-0.72 Jul 05, 01:59PM -5.66 -10.06 -14.36
Pinwheel
-0.73 Jul 05, 02:00PM -5.18 -9.99 -13.42
Mid-Twenties
Burton Malkiel
-0.77 Jul 05, 02:00PM -6.82 -13.11 -18.36
Developed World ex-US 40/60
-0.81 Jul 05, 01:59PM -4.66 -8.75 -13.47
Ideal Index
Frank Armstrong
-0.88 Jul 05, 02:00PM -5.62 -9.26 -12.94
Robo Advisor 80
Betterment
-0.88 Jul 05, 02:00PM -7.08 -12.37 -16.65
Perfect Portfolio
Ben Stein
-0.96 Jul 05, 02:00PM -6.86 -11.21 -13.65
All Country World Stocks
-0.98 Jul 05, 01:59PM -8.14 -15.15 -19.80
Developed World ex-US 40/60 Momentum
-0.99 Jul 05, 01:59PM -4.37 -8.88 -13.96
Aggressive Global Income
-0.99 Jul 05, 02:00PM -7.36 -9.62 -10.76
Robo Advisor 90
Betterment
-1.08 Jul 05, 02:00PM -7.64 -13.11 -17.20
7Twelve Portfolio
Craig Israelsen
-1.17 Jul 05, 02:00PM -5.51 -6.76 -5.81
Robo Advisor 100
Betterment
-1.24 Jul 05, 02:00PM -8.12 -13.70 -17.83
Robust
Alpha Architect
-1.42 Jul 05, 02:00PM -7.46 -9.40 -12.32
US Stocks Momentum
-1.44 Jul 05, 01:59PM -11.18 -15.95 -27.95
Developed World ex-US 60/40
-1.48 Jul 05, 01:59PM -6.15 -10.47 -15.29
Ivy Portfolio
Mebane Faber
-1.48 Jul 05, 02:00PM -6.66 -8.60 -6.91
Ultimate Buy and Hold Strategy
Paul Merriman
-1.61 Jul 05, 02:00PM -8.32 -13.25 -17.27
Five Asset
Roger Gibson
-1.64 Jul 05, 02:00PM -6.57 -8.71 -8.25
Developed World ex-US 60/40 Momentum
-1.75 Jul 05, 01:59PM -5.73 -10.68 -16.01
Developed World ex-US 80/20
-2.15 Jul 05, 01:59PM -7.66 -12.21 -17.10
Gold
-2.33 Jul 05, 01:59PM -1.57 -6.75 -1.46
Emerging Markets Stocks
-2.34 Jul 05, 02:00PM -5.14 -10.41 -17.20
Developed World ex-US Stocks
-2.82 Jul 05, 01:59PM -9.19 -13.95 -18.92
Developed World ex-US Stocks Momentum
-3.27 Jul 05, 01:56PM -8.53 -14.34 -20.13
European Stocks
-3.62 Jul 05, 02:00PM -9.93 -13.51 -20.89
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