Assets and Lazy Portfolios Short Term Returns

Last Update - Jul 07 2025 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 Jun 25
Ticker Asset Class Jul 25â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 2.06 Jul 07 4.45 -3.07 2.01
IJR
US Small Cap 1.71 Jul 07 4.10 4.90 -4.51
PFF
US Preferred Stocks 1.32 Jul 07 2.08 1.57 0.37
GLD
Gold 0.83 Jul 07 0.41 5.79 25.90
VTI
US Total Stock Market 0.55 Jul 07 5.16 10.92 5.56
SPY
US Large Cap 0.46 Jul 07 5.14 10.78 6.05
CWB
US Convertible Bonds 0.37 Jul 07 3.83 8.43 7.00
VNQ
US REITs 0.21 Jul 07 0.69 -0.67 2.00
BIL
US Cash 0.09 Jul 07 0.33 1.04 2.06
QQQ
US Technology 0.07 Jul 07 6.39 17.77 8.19
VT
World All Countries 0.07 Jul 07 4.67 11.37 10.28
FLLA
Latin America 0.00 Jul 07 5.04 14.50 31.64
BNDX
International Bonds -0.19 Jul 07 0.34 2.07 2.00
HYG
US High Yield Bonds -0.21 Jul 07 1.84 3.75 5.02
EMB
Emerg. Market Bonds -0.24 Jul 07 2.69 3.62 6.38
EEM
Emerging Markets -0.35 Jul 07 7.00 11.46 16.47
VGK
Europe -0.39 Jul 07 2.45 12.01 24.40
TIP
US TIPS -0.40 Jul 07 0.94 0.43 4.71
LQD
US Invest. Grade Bonds -0.73 Jul 07 2.08 2.02 4.56
BND
US Total Bond Market -0.76 Jul 07 1.52 1.23 4.05
EFA
EAFE Stocks -0.94 Jul 07 2.40 11.27 20.27
VPL
Pacific -2.00 Jul 07 4.29 13.68 16.60
TLT
US Long Term Treasuries -2.03 Jul 07 2.66 -1.98 2.86
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 25) 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 25
Portfolio Author Jul 25â–ľ Time(ET) 1M 3M 6M
US Stocks Equal Weight 1.08 Jul 07 3.43 5.34 4.64
US Stocks Value 0.99 Jul 07 3.75 3.02 3.09
Gold 0.83 Jul 07 0.41 5.79 25.90
Aggressive Global Income The Lazy Team 0.66 Jul 07 2.69 5.74 8.44
Sheltered Sam 100/0 Bill Bernstein 0.64 Jul 07 3.81 6.37 6.81
US Stocks 0.55 Jul 07 5.16 10.92 5.56
Sheltered Sam 90/10 Bill Bernstein 0.54 Jul 07 3.50 5.80 6.48
Cape US Sector Value Robert Shiller 0.51 Jul 07 2.69 4.95 6.43
Sheltered Sam 80/20 Bill Bernstein 0.45 Jul 07 3.19 5.24 6.16
US Stocks Quality 0.43 Jul 07 3.48 7.21 3.12
Dedalo Three Dedalo Invest 0.41 Jul 07 5.01 11.06 6.98
US Stocks ESG 0.40 Jul 07 5.53 12.21 5.07
Golden Butterfly with Bitcoin Tyler 0.36 Jul 07, 09:58PM 2.53 4.05 5.65
Sheltered Sam 70/30 Bill Bernstein 0.35 Jul 07 2.88 4.69 5.83
7Twelve Portfolio Craig Israelsen 0.35 Jul 07 2.93 3.84 5.47
Warren Buffett Portfolio Warren Buffett 0.34 Jul 07 4.81 10.26 6.09
Golden Butterfly Tyler 0.33 Jul 07 2.48 3.65 5.88
Diavola Portfolio Davide Pisicchio 0.33 Jul 07 5.04 11.57 6.06
Dynamic 60/40 Income The Lazy Team 0.32 Jul 07 2.06 3.25 3.13
Five Asset Roger Gibson 0.31 Jul 07 3.05 3.97 6.26
Big Rocks Portfolio Larry Swedroe 0.30 Jul 07 2.57 4.67 4.97
No Brainer Portfolio Bill Bernstein 0.29 Jul 07 3.43 7.30 5.74
Golden Butterfly 2x Leveraged Tyler 0.29 Jul 07 4.08 6.54 10.74
Stocks/Bonds 80/20 0.29 Jul 07 4.42 8.86 5.26
Dedalo Four Dedalo Invest 0.28 Jul 07 4.07 9.21 6.03
Ivy Portfolio Mebane Faber 0.28 Jul 07 3.06 3.90 6.23
Seven Value Scott Burns 0.28 Jul 07 2.78 2.53 5.53
One-Decision Portfolio Marvin Appel 0.27 Jul 07 2.09 2.90 2.37
Ultimate Buy and Hold Strategy Paul Merriman 0.27 Jul 07 4.00 8.89 10.59
Sheltered Sam 60/40 Bill Bernstein 0.26 Jul 07 2.58 4.13 5.50
Cockroach Portfolio Tony Dong 0.26 Jul 07 0.54 0.92 8.73
Coward's Portfolio Bill Bernstein 0.26 Jul 07 2.75 4.78 4.60
Long Term Portfolio Ben Stein 0.24 Jul 07 3.28 7.11 7.21
Dynamic 40/60 Income The Lazy Team 0.23 Jul 07 2.46 4.13 4.01
Simple Path to Wealth JL Collins 0.22 Jul 07 4.24 8.35 5.18
Aim comfortable trip Aim Ways 0.21 Jul 07 1.64 5.23 8.62
Gold Pivot Ptf Aim Ways 0.20 Jul 07 1.46 5.80 11.78
Coffeehouse Bill Schultheis 0.20 Jul 07 2.77 3.72 3.63
Pinwheel Tyler 0.19 Jul 07 2.56 5.61 8.53
Golden Ratio Portfolio Frank Vasquez 0.19 Jul 07 2.94 4.49 5.09
Robo Advisor 100 Value Tilt Betterment 0.19 Jul 07 4.24 9.28 10.17
Six Ways from Sunday Scott Burns 0.18 Jul 07 2.62 2.46 5.52
Sheltered Sam 50/50 Bill Bernstein 0.16 Jul 07 2.27 3.58 5.17
Weird Portfolio Value Stock Geek 0.15 Jul 07 2.43 4.46 8.91
Robo Advisor 90 Value Tilt Betterment 0.14 Jul 07 4.24 9.01 9.71
Ideal Index Frank Armstrong 0.11 Jul 07 2.74 5.62 6.78
Eliminate Fat Tails Larry Swedroe 0.10 Jul 07 2.12 2.95 4.16
US Cash 0.09 Jul 07 0.33 1.04 2.06
Pepperoni Portfolio Davide Pisicchio 0.09 Jul 07 3.75 8.03 5.48
Capricciosa Portfolio Davide Pisicchio 0.09 Jul 07 3.20 6.69 6.19
Perfect Portfolio Ben Stein 0.08 Jul 07 3.87 8.11 8.96
Couch Potato Scott Burns 0.07 Jul 07 3.02 5.43 5.13
Late Sixties and Beyond Burton Malkiel 0.07 Jul 07 3.19 5.92 7.21
Technology 0.07 Jul 07 6.39 17.77 8.19
All Country World Stocks 0.07 Jul 07 4.67 11.37 10.28
Sheltered Sam 40/60 Bill Bernstein 0.07 Jul 07 1.96 3.03 4.84
Stocks/Bonds 60/40 with Bitcoin 0.07 Jul 07, 09:58PM 3.67 7.30 5.15
Robo Advisor 80 Value Tilt Betterment 0.06 Jul 07 3.91 8.23 9.14
Robust Alpha Architect 0.05 Jul 07 3.06 7.96 9.51
Four Seasons Portfolio Davide Pisicchio 0.05 Jul 07 2.73 5.92 7.16
Second Grader's Starter Paul Farrell 0.04 Jul 07 4.36 10.14 9.23
Marc Faber Portfolio Marc Faber 0.04 Jul 07 1.84 4.58 11.14
Mid-Fifties Burton Malkiel 0.04 Jul 07 3.65 7.24 8.50
Late Thirties to Early Forties Burton Malkiel 0.04 Jul 07 3.91 8.09 9.17
Stocks/Bonds 60/40 0.03 Jul 07 3.69 6.86 4.95
Mid-Twenties Burton Malkiel 0.02 Jul 07 3.99 8.41 9.50
Edge Select Aggressive Merrill Lynch 0.01 Jul 07 4.39 9.66 8.81
Shield Strategy Aim Ways 0.01 Jul 07 2.73 6.73 9.81
Talmud Portfolio Roger Gibson 0.00 Jul 07 2.44 3.65 3.87
Gone Fishin' Portfolio Alexander Green 0.00 Jul 07 3.41 6.96 8.67
In Saecula Saeculorum Fulvio Marchese -0.01 Jul 07 2.98 6.02 7.10
Ultimate Buy&Hold FundAdvice -0.02 Jul 07 2.85 5.85 8.03
Tilt Toward Value Time Money Inc -0.02 Jul 07 2.82 5.20 5.64
Sheltered Sam 30/70 Bill Bernstein -0.03 Jul 07 1.65 2.48 4.51
US Stocks Minimum Volatility -0.03 Jul 07 0.74 0.58 6.46
Core Four Rick Ferri -0.04 Jul 07 3.74 8.15 8.03
All Country World 80/20 -0.04 Jul 07 4.01 9.43 8.96
Four Funds Bogleheads -0.05 Jul 07 3.94 9.05 9.14
Dedalo Eleven Dedalo Invest -0.05 Jul 07 4.31 9.31 8.47
Simple Money Portfolio Tim Maurer -0.06 Jul 07 2.67 6.32 8.57
Margherita Portfolio Davide Pisicchio -0.07 Jul 07 2.33 5.02 7.06
Stocks/Bonds 60/40 ESG -0.07 Jul 07 3.94 7.63 4.59
Lazy Portfolio David Swensen -0.07 Jul 07 2.92 5.68 7.02
LifeStrategy Growth Fund Vanguard -0.08 Jul 07 3.91 9.23 9.21
Ark Tech Portfolio Cathie Wood -0.09 Jul 07 18.98 38.78 19.84
Three Funds Bogleheads -0.09 Jul 07 4.00 9.15 9.08
Yale Endowment David Swensen -0.10 Jul 07 2.86 5.91 7.39
Five Fold Scott Burns -0.11 Jul 07 2.21 4.83 6.51
Permanent Portfolio with Bitcoin Harry Browne -0.11 Jul 07, 09:58PM 2.08 4.26 8.87
Edge Select Moderately Aggressive Merrill Lynch -0.12 Jul 07 3.92 8.33 8.07
Sheltered Sam 20/80 Bill Bernstein -0.12 Jul 07 1.34 1.94 4.18
Desert Portfolio with Bitcoin Gyroscopic Investing -0.12 Jul 07, 09:58PM 2.22 5.16 6.76
Robo Advisor 50 Value Tilt Betterment -0.12 Jul 07 2.81 5.64 7.22
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.13 Jul 07 3.20 7.12 7.85
Permanent Portfolio Harry Browne -0.14 Jul 07 2.03 3.87 9.09
Larry Portfolio Larry Swedroe -0.14 Jul 07 2.33 3.68 4.93
Odd-Stats Strategy Aim Ways -0.14 Jul 07 1.98 4.97 7.07
Dimensional Retirement Income Fund DFA -0.14 Jul 07 0.73 1.98 4.38
Desert Portfolio Gyroscopic Investing -0.14 Jul 07 2.17 4.75 6.98
All Country World 60/40 -0.15 Jul 07 3.34 7.51 7.64
Margaritaville Scott Burns -0.18 Jul 07 3.31 7.61 9.48
Sandwich Portfolio Bob Clyatt -0.18 Jul 07 2.99 6.34 7.20
Simplified Permanent Portfolio The Lazy Team -0.18 Jul 07 2.08 4.79 10.48
Four Square Scott Burns -0.19 Jul 07 2.58 6.22 7.64
Paul Boyer Portfolio Paul Boyer -0.19 Jul 07 2.21 3.35 9.36
Stocks/Bonds 40/60 with Bitcoin -0.19 Jul 07, 09:58PM 2.94 5.35 4.85
Total Bond Developed World ex-US -0.19 Jul 07 0.34 2.07 2.00
Ulcer Free Strategy Aim Ways -0.20 Jul 07 1.85 4.87 7.21
Simple and Cheap Time Money Inc -0.20 Jul 07 2.88 6.05 6.94
Family Taxable Portfolio Ted Aronson -0.20 Jul 07 3.84 7.05 6.95
LifeStrategy Moderate Growth Vanguard -0.21 Jul 07 3.24 7.26 7.76
Andrew Tobias Portfolio Andrew Tobias -0.21 Jul 07 2.69 7.79 9.52
Sheltered Sam 10/90 Bill Bernstein -0.22 Jul 07 1.04 1.39 3.85
Robo Advisor 20 Value Tilt Betterment -0.22 Jul 07 1.55 3.04 4.71
Edge Select Moderate Merrill Lynch -0.22 Jul 07 3.35 6.75 7.06
Edge Select Conservative Merrill Lynch -0.23 Jul 07 1.75 3.15 4.46
Rob Arnott Portfolio Rob Arnott -0.23 Jul 07 2.27 2.53 4.94
Stocks/Bonds 40/60 -0.23 Jul 07 2.96 4.93 4.65
Robo Advisor 10 Value Tilt Betterment -0.24 Jul 07 1.09 2.13 3.80
Short Term Treasury -0.25 Jul 07 0.59 1.14 2.72
All Country World 40/60 -0.26 Jul 07 2.66 5.62 6.32
Robo Advisor 0 Betterment -0.26 Jul 07 0.62 1.21 2.87
Gretchen Tai Portfolio Gretchen Tai -0.27 Jul 07 3.53 8.03 9.86
Nano Portfolio John Wasik -0.27 Jul 07 2.14 4.60 7.32
Stocks/Bonds 40/60 ESG -0.31 Jul 07 3.16 5.46 4.36
Sheltered Sam 0/100 Bill Bernstein -0.31 Jul 07 0.73 0.85 3.52
Edge Select Moderately Conservative Merrill Lynch -0.33 Jul 07 2.72 5.29 6.11
Stocks/Bonds 60/40 2x Leveraged -0.33 Jul 07 7.00 10.81 6.42
Developed World ex-US 20/80 -0.33 Jul 07 1.02 4.39 5.75
LifeStrategy Conservative Growth Vanguard -0.33 Jul 07 2.56 5.32 6.32
PISI Portfolio Davide Pisicchio -0.35 Jul 07 2.53 4.62 7.33
Emerging Markets Stocks -0.35 Jul 07 7.00 11.46 16.47
Lifepath Fund iShares -0.35 Jul 07 2.71 4.88 6.22
GAA Global Asset Allocation Mebane Faber -0.36 Jul 07 2.81 4.81 7.81
Conservative Income Charles Schwab -0.37 Jul 07 1.04 1.16 3.53
All Country World 20/80 -0.37 Jul 07 1.98 3.74 5.00
European Stocks -0.39 Jul 07 2.45 12.01 24.40
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.40 Jul 07 3.49 6.77 17.07
US Inflation Protection -0.40 Jul 07 0.94 0.43 4.71
Talmud Portfolio 2x Leveraged Roger Gibson -0.40 Jul 07 3.98 4.80 4.89
High Yield Bonds Income The Lazy Team -0.42 Jul 07 2.39 3.13 4.99
LifeStrategy Income Fund Vanguard -0.46 Jul 07 1.87 3.39 4.88
Developed World ex-US 40/60 -0.47 Jul 07 1.66 6.64 9.49
All Country World Bonds -0.48 Jul 07 1.29 1.88 3.68
Stocks/Bonds 20/80 -0.50 Jul 07 2.23 3.05 4.35
All Weather Portfolio with Bitcoin Ray Dalio -0.52 Jul 07, 09:58PM 3.08 3.24 5.60
Global Market Portfolio Credit Suisse -0.52 Jul 07 2.94 4.87 6.72
All Weather Portfolio Ray Dalio -0.53 Jul 07 3.08 2.74 5.58
Developed World ex-US 60/40 -0.60 Jul 07 2.27 8.83 13.23
Developed World ex-US 40/60 Momentum -0.64 Jul 07 1.71 7.77 10.66
US Stocks Momentum -0.73 Jul 07 4.00 19.14 16.68
Stocks/Bonds 80/20 Momentum -0.73 Jul 07 3.54 15.42 14.15
Stocks/Bonds 60/40 Momentum -0.74 Jul 07 3.06 11.77 11.63
Developed World ex-US 80/20 -0.74 Jul 07 2.84 10.97 16.98
Stocks/Bonds 40/60 Momentum -0.74 Jul 07 2.57 8.19 9.10
Stocks/Bonds 20/80 Momentum -0.75 Jul 07 2.05 4.68 6.57
Total Bond US -0.76 Jul 07 1.52 1.23 4.05
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.81 Jul 07 4.43 6.52 10.83
Developed World ex-US 60/40 Momentum -0.87 Jul 07 2.34 10.51 14.98
Developed World ex-US Stocks -0.88 Jul 07 3.39 13.05 20.72
Stocks/Bonds 40/60 2x Leveraged -0.90 Jul 07 5.59 7.42 6.60
10-year Treasury -1.05 Jul 07 1.60 1.40 5.24
Developed World ex-US Stocks Momentum -1.31 Jul 07 3.47 15.77 23.64
All Weather Portfolio 2x Leveraged Ray Dalio -1.33 Jul 07 5.75 1.47 6.76
Berkshire Hathaway Warren Buffett -1.70 Jul 07 -3.78 -8.72 7.03