Last Update - Jul 03 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 |
|
IJR
|
US Small Cap | 3.47 | Jul 03 | 4.10 | 4.90 | -4.51 |
|
DBC
|
Commodities | 2.15 | Jul 03 | 4.45 | -3.07 | 2.01 |
|
FLLA
|
Latin America | 1.89 | Jul 03 | 5.04 | 14.50 | 31.64 |
|
PFF
|
US Preferred Stocks | 1.65 | Jul 03 | 2.08 | 1.57 | 0.37 |
|
VTI
|
US Total Stock Market | 1.35 | Jul 03 | 5.16 | 10.92 | 5.56 |
|
SPY
|
US Large Cap | 1.21 | Jul 03 | 5.14 | 10.78 | 6.05 |
|
EEM
|
Emerging Markets | 1.08 | Jul 03 | 7.00 | 11.46 | 16.47 |
|
VNQ
|
US REITs | 1.08 | Jul 03 | 0.69 | -0.67 | 2.00 |
|
VT
|
World All Countries | 0.99 | Jul 03 | 4.67 | 11.37 | 10.28 |
|
QQQ
|
US Technology | 0.83 | Jul 03 | 6.39 | 17.77 | 8.19 |
|
GLD
|
Gold | 0.76 | Jul 03 | 0.41 | 5.79 | 25.90 |
|
CWB
|
US Convertible Bonds | 0.64 | Jul 03 | 3.83 | 8.43 | 7.00 |
|
VGK
|
Europe | 0.32 | Jul 03 | 2.45 | 12.01 | 24.40 |
|
EMB
|
Emerg. Market Bonds | 0.27 | Jul 03 | 2.69 | 3.62 | 6.38 |
|
VPL
|
Pacific | 0.24 | Jul 03 | 4.29 | 13.68 | 16.60 |
|
EFA
|
EAFE Stocks | 0.15 | Jul 03 | 2.40 | 11.27 | 20.27 |
|
HYG
|
US High Yield Bonds | 0.12 | Jul 03 | 1.84 | 3.75 | 5.02 |
|
BIL
|
US Cash | 0.08 | Jul 03 | 0.33 | 1.04 | 2.06 |
|
BNDX
|
International Bonds | -0.07 | Jul 03 | 0.34 | 2.07 | 2.00 |
|
LQD
|
US Invest. Grade Bonds | -0.14 | Jul 03 | 2.08 | 2.02 | 4.56 |
|
TIP
|
US TIPS | -0.27 | Jul 03 | 0.94 | 0.43 | 4.71 |
|
BND
|
US Total Bond Market | -0.43 | Jul 03 | 1.52 | 1.23 | 4.05 |
|
TLT
|
US Long Term Treasuries | -1.08 | Jul 03 | 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.
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 | 1.89 | Jul 03 | 3.43 | 5.34 | 4.64 | ||
| US Stocks Value | 1.81 | Jul 03 | 3.75 | 3.02 | 3.09 | ||
| Sheltered Sam 100/0 | Bill Bernstein | 1.74 | Jul 03 | 3.81 | 6.37 | 6.81 | |
| Aggressive Global Income | The Lazy Team | 1.63 | Jul 03 | 2.69 | 5.74 | 8.44 | |
| Sheltered Sam 90/10 | Bill Bernstein | 1.54 | Jul 03 | 3.50 | 5.80 | 6.48 | |
| Golden Butterfly 2x Leveraged | Tyler | 1.50 | Jul 03 | 4.08 | 6.54 | 10.74 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 1.49 | Jul 03 | 4.00 | 8.89 | 10.59 | |
| Cape US Sector Value | Robert Shiller | 1.47 | Jul 03 | 2.69 | 4.95 | 6.43 | |
| US Stocks | 1.35 | Jul 03 | 5.16 | 10.92 | 5.56 | ||
| Sheltered Sam 80/20 | Bill Bernstein | 1.34 | Jul 03 | 3.19 | 5.24 | 6.16 | |
| Ark Tech Portfolio | Cathie Wood | 1.32 | Jul 03 | 18.98 | 38.78 | 19.84 | |
| US Stocks ESG | 1.25 | Jul 03 | 5.53 | 12.21 | 5.07 | ||
| Dedalo Three | Dedalo Invest | 1.24 | Jul 03 | 5.01 | 11.06 | 6.98 | |
| No Brainer Portfolio | Bill Bernstein | 1.23 | Jul 03 | 3.43 | 7.30 | 5.74 | |
| Robo Advisor 100 Value Tilt | Betterment | 1.23 | Jul 03 | 4.24 | 9.28 | 10.17 | |
| US Stocks Quality | 1.18 | Jul 03 | 3.48 | 7.21 | 3.12 | ||
| Sheltered Sam 70/30 | Bill Bernstein | 1.15 | Jul 03 | 2.88 | 4.69 | 5.83 | |
| Robo Advisor 90 Value Tilt | Betterment | 1.14 | Jul 03 | 4.24 | 9.01 | 9.71 | |
| Weird Portfolio | Value Stock Geek | 1.11 | Jul 03 | 2.43 | 4.46 | 8.91 | |
| Long Term Portfolio | Ben Stein | 1.10 | Jul 03 | 3.28 | 7.11 | 7.21 | |
| Emerging Markets Stocks | 1.08 | Jul 03 | 7.00 | 11.46 | 16.47 | ||
| Golden Butterfly with Bitcoin | Tyler | 1.07 | Jul 06, 06:58PM | 2.53 | 4.05 | 5.65 | |
| Big Rocks Portfolio | Larry Swedroe | 1.05 | Jul 03 | 2.57 | 4.67 | 4.97 | |
| Coffeehouse | Bill Schultheis | 1.05 | Jul 03 | 2.77 | 3.72 | 3.63 | |
| Diavola Portfolio | Davide Pisicchio | 1.04 | Jul 03 | 5.04 | 11.57 | 6.06 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.03 | Jul 03 | 2.94 | 4.49 | 5.09 | |
| Golden Butterfly | Tyler | 1.02 | Jul 03 | 2.48 | 3.65 | 5.88 | |
| Warren Buffett Portfolio | Warren Buffett | 1.02 | Jul 03 | 4.81 | 10.26 | 6.09 | |
| Stocks/Bonds 80/20 | 0.99 | Jul 03 | 4.42 | 8.86 | 5.26 | ||
| Robo Advisor 80 Value Tilt | Betterment | 0.99 | Jul 03 | 3.91 | 8.23 | 9.14 | |
| All Country World Stocks | 0.99 | Jul 03 | 4.67 | 11.37 | 10.28 | ||
| Coward's Portfolio | Bill Bernstein | 0.99 | Jul 03 | 2.75 | 4.78 | 4.60 | |
| Seven Value | Scott Burns | 0.98 | Jul 03 | 2.78 | 2.53 | 5.53 | |
| Dedalo Four | Dedalo Invest | 0.97 | Jul 03 | 4.07 | 9.21 | 6.03 | |
| Ideal Index | Frank Armstrong | 0.96 | Jul 03 | 2.74 | 5.62 | 6.78 | |
| Five Asset | Roger Gibson | 0.96 | Jul 03 | 3.05 | 3.97 | 6.26 | |
| Gone Fishin' Portfolio | Alexander Green | 0.95 | Jul 03 | 3.41 | 6.96 | 8.67 | |
| Sheltered Sam 60/40 | Bill Bernstein | 0.95 | Jul 03 | 2.58 | 4.13 | 5.50 | |
| Family Taxable Portfolio | Ted Aronson | 0.95 | Jul 03 | 3.84 | 7.05 | 6.95 | |
| Pinwheel | Tyler | 0.92 | Jul 03 | 2.56 | 5.61 | 8.53 | |
| Second Grader's Starter | Paul Farrell | 0.92 | Jul 03 | 4.36 | 10.14 | 9.23 | |
| Edge Select Aggressive | Merrill Lynch | 0.91 | Jul 03 | 4.39 | 9.66 | 8.81 | |
| Mid-Twenties | Burton Malkiel | 0.91 | Jul 03 | 3.99 | 8.41 | 9.50 | |
| Late Thirties to Early Forties | Burton Malkiel | 0.91 | Jul 03 | 3.91 | 8.09 | 9.17 | |
| Simple Path to Wealth | JL Collins | 0.90 | Jul 03 | 4.24 | 8.35 | 5.18 | |
| One-Decision Portfolio | Marvin Appel | 0.89 | Jul 03 | 2.09 | 2.90 | 2.37 | |
| Ivy Portfolio | Mebane Faber | 0.88 | Jul 03 | 3.06 | 3.90 | 6.23 | |
| Perfect Portfolio | Ben Stein | 0.88 | Jul 03 | 3.87 | 8.11 | 8.96 | |
| Mid-Fifties | Burton Malkiel | 0.88 | Jul 03 | 3.65 | 7.24 | 8.50 | |
| 7Twelve Portfolio | Craig Israelsen | 0.87 | Jul 03 | 2.93 | 3.84 | 5.47 | |
| Six Ways from Sunday | Scott Burns | 0.87 | Jul 03 | 2.62 | 2.46 | 5.52 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | 0.86 | Jul 03 | 3.98 | 4.80 | 4.89 | |
| Dedalo Eleven | Dedalo Invest | 0.84 | Jul 03 | 4.31 | 9.31 | 8.47 | |
| Technology | 0.83 | Jul 03 | 6.39 | 17.77 | 8.19 | ||
| Late Sixties and Beyond | Burton Malkiel | 0.82 | Jul 03 | 3.19 | 5.92 | 7.21 | |
| Dynamic 60/40 Income | The Lazy Team | 0.80 | Jul 03 | 2.06 | 3.25 | 3.13 | |
| Core Four | Rick Ferri | 0.77 | Jul 03 | 3.74 | 8.15 | 8.03 | |
| Four Funds | Bogleheads | 0.76 | Jul 03 | 3.94 | 9.05 | 9.14 | |
| Gold | 0.76 | Jul 03 | 0.41 | 5.79 | 25.90 | ||
| All Country World 80/20 | 0.75 | Jul 03 | 4.01 | 9.43 | 8.96 | ||
| LifeStrategy Growth Fund | Vanguard | 0.75 | Jul 03 | 3.91 | 9.23 | 9.21 | |
| Simple Money Portfolio | Tim Maurer | 0.75 | Jul 03 | 2.67 | 6.32 | 8.57 | |
| Sheltered Sam 50/50 | Bill Bernstein | 0.75 | Jul 03 | 2.27 | 3.58 | 5.17 | |
| Three Funds | Bogleheads | 0.74 | Jul 03 | 4.00 | 9.15 | 9.08 | |
| Stocks/Bonds 60/40 2x Leveraged | 0.74 | Jul 03 | 7.00 | 10.81 | 6.42 | ||
| Ultimate Buy&Hold | FundAdvice | 0.73 | Jul 03 | 2.85 | 5.85 | 8.03 | |
| Stocks/Bonds 60/40 with Bitcoin | 0.70 | Jul 06, 06:58PM | 3.67 | 7.30 | 5.15 | ||
| Aim comfortable trip | Aim Ways | 0.69 | Jul 03 | 1.64 | 5.23 | 8.62 | |
| Tilt Toward Value | Time Money Inc | 0.68 | Jul 03 | 2.82 | 5.20 | 5.64 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 0.67 | Jul 03 | 3.92 | 8.33 | 8.07 | |
| Talmud Portfolio | Roger Gibson | 0.67 | Jul 03 | 2.44 | 3.65 | 3.87 | |
| Stocks/Bonds 60/40 | 0.64 | Jul 03 | 3.69 | 6.86 | 4.95 | ||
| Dynamic 40/60 Income | The Lazy Team | 0.63 | Jul 03 | 2.46 | 4.13 | 4.01 | |
| Lazy Portfolio | David Swensen | 0.63 | Jul 03 | 2.92 | 5.68 | 7.02 | |
| Eliminate Fat Tails | Larry Swedroe | 0.62 | Jul 03 | 2.12 | 2.95 | 4.16 | |
| Gretchen Tai Portfolio | Gretchen Tai | 0.61 | Jul 03 | 3.53 | 8.03 | 9.86 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 0.61 | Jul 03 | 3.20 | 7.12 | 7.85 | |
| Pepperoni Portfolio | Davide Pisicchio | 0.61 | Jul 03 | 3.75 | 8.03 | 5.48 | |
| Robust | Alpha Architect | 0.61 | Jul 03 | 3.06 | 7.96 | 9.51 | |
| Yale Endowment | David Swensen | 0.60 | Jul 03 | 2.86 | 5.91 | 7.39 | |
| Marc Faber Portfolio | Marc Faber | 0.57 | Jul 03 | 1.84 | 4.58 | 11.14 | |
| Capricciosa Portfolio | Davide Pisicchio | 0.56 | Jul 03 | 3.20 | 6.69 | 6.19 | |
| Sheltered Sam 40/60 | Bill Bernstein | 0.55 | Jul 03 | 1.96 | 3.03 | 4.84 | |
| Stocks/Bonds 60/40 ESG | 0.55 | Jul 03 | 3.94 | 7.63 | 4.59 | ||
| Margaritaville | Scott Burns | 0.54 | Jul 03 | 3.31 | 7.61 | 9.48 | |
| Couch Potato | Scott Burns | 0.54 | Jul 03 | 3.02 | 5.43 | 5.13 | |
| Robo Advisor 50 Value Tilt | Betterment | 0.54 | Jul 03 | 2.81 | 5.64 | 7.22 | |
| Five Fold | Scott Burns | 0.52 | Jul 03 | 2.21 | 4.83 | 6.51 | |
| All Country World 60/40 | 0.51 | Jul 03 | 3.34 | 7.51 | 7.64 | ||
| In Saecula Saeculorum | Fulvio Marchese | 0.49 | Jul 03 | 2.98 | 6.02 | 7.10 | |
| LifeStrategy Moderate Growth | Vanguard | 0.48 | Jul 03 | 3.24 | 7.26 | 7.76 | |
| Simple and Cheap | Time Money Inc | 0.48 | Jul 03 | 2.88 | 6.05 | 6.94 | |
| Sandwich Portfolio | Bob Clyatt | 0.48 | Jul 03 | 2.99 | 6.34 | 7.20 | |
| Edge Select Moderate | Merrill Lynch | 0.46 | Jul 03 | 3.35 | 6.75 | 7.06 | |
| Cockroach Portfolio | Tony Dong | 0.45 | Jul 03 | 0.54 | 0.92 | 8.73 | |
| Four Seasons Portfolio | Davide Pisicchio | 0.44 | Jul 03 | 2.73 | 5.92 | 7.16 | |
| Shield Strategy | Aim Ways | 0.43 | Jul 03 | 2.73 | 6.73 | 9.81 | |
| Paul Boyer Portfolio | Paul Boyer | 0.43 | Jul 03 | 2.21 | 3.35 | 9.36 | |
| Andrew Tobias Portfolio | Andrew Tobias | 0.42 | Jul 03 | 2.69 | 7.79 | 9.52 | |
| Gold Pivot Ptf | Aim Ways | 0.40 | Jul 03 | 1.46 | 5.80 | 11.78 | |
| Four Square | Scott Burns | 0.38 | Jul 03 | 2.58 | 6.22 | 7.64 | |
| Nano Portfolio | John Wasik | 0.37 | Jul 03 | 2.14 | 4.60 | 7.32 | |
| Larry Portfolio | Larry Swedroe | 0.37 | Jul 03 | 2.33 | 3.68 | 4.93 | |
| Developed World ex-US Stocks | 0.37 | Jul 03 | 3.39 | 13.05 | 20.72 | ||
| Sheltered Sam 30/70 | Bill Bernstein | 0.35 | Jul 03 | 1.65 | 2.48 | 4.51 | |
| Stocks/Bonds 40/60 with Bitcoin | 0.34 | Jul 06, 06:58PM | 2.94 | 5.35 | 4.85 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | 0.33 | Jul 06, 06:58PM | 2.08 | 4.26 | 8.87 | |
| European Stocks | 0.32 | Jul 03 | 2.45 | 12.01 | 24.40 | ||
| Rob Arnott Portfolio | Rob Arnott | 0.31 | Jul 03 | 2.27 | 2.53 | 4.94 | |
| US Stocks Minimum Volatility | 0.31 | Jul 03 | 0.74 | 0.58 | 6.46 | ||
| GAA Global Asset Allocation | Mebane Faber | 0.30 | Jul 03 | 2.81 | 4.81 | 7.81 | |
| Stocks/Bonds 40/60 | 0.28 | Jul 03 | 2.96 | 4.93 | 4.65 | ||
| Developed World ex-US 80/20 | 0.28 | Jul 03 | 2.84 | 10.97 | 16.98 | ||
| Permanent Portfolio | Harry Browne | 0.28 | Jul 03 | 2.03 | 3.87 | 9.09 | |
| All Country World 40/60 | 0.28 | Jul 03 | 2.66 | 5.62 | 6.32 | ||
| Margherita Portfolio | Davide Pisicchio | 0.25 | Jul 03 | 2.33 | 5.02 | 7.06 | |
| Odd-Stats Strategy | Aim Ways | 0.25 | Jul 03 | 1.98 | 4.97 | 7.07 | |
| Lifepath Fund | iShares | 0.23 | Jul 03 | 2.71 | 4.88 | 6.22 | |
| Edge Select Moderately Conservative | Merrill Lynch | 0.22 | Jul 03 | 2.72 | 5.29 | 6.11 | |
| Global Market Portfolio | Credit Suisse | 0.22 | Jul 03 | 2.94 | 4.87 | 6.72 | |
| LifeStrategy Conservative Growth | Vanguard | 0.21 | Jul 03 | 2.56 | 5.32 | 6.32 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.20 | Jul 06, 06:58PM | 2.22 | 5.16 | 6.76 | |
| Stocks/Bonds 40/60 ESG | 0.19 | Jul 03 | 3.16 | 5.46 | 4.36 | ||
| Developed World ex-US 60/40 | 0.19 | Jul 03 | 2.27 | 8.83 | 13.23 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 0.16 | Jul 03 | 3.49 | 6.77 | 17.07 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.16 | Jul 03 | 2.08 | 4.79 | 10.48 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.15 | Jul 03 | 1.34 | 1.94 | 4.18 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.14 | Jul 06, 06:58PM | 3.08 | 3.24 | 5.60 | |
| Desert Portfolio | Gyroscopic Investing | 0.14 | Jul 03 | 2.17 | 4.75 | 6.98 | |
| Edge Select Conservative | Merrill Lynch | 0.13 | Jul 03 | 1.75 | 3.15 | 4.46 | |
| High Yield Bonds Income | The Lazy Team | 0.12 | Jul 03 | 2.39 | 3.13 | 4.99 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 0.11 | Jul 03 | 5.75 | 1.47 | 6.76 | |
| All Weather Portfolio | Ray Dalio | 0.11 | Jul 03 | 3.08 | 2.74 | 5.58 | |
| Developed World ex-US 40/60 | 0.10 | Jul 03 | 1.66 | 6.64 | 9.49 | ||
| PISI Portfolio | Davide Pisicchio | 0.10 | Jul 03 | 2.53 | 4.62 | 7.33 | |
| Dimensional Retirement Income Fund | DFA | 0.10 | Jul 03 | 0.73 | 1.98 | 4.38 | |
| US Cash | 0.08 | Jul 03 | 0.33 | 1.04 | 2.06 | ||
| Robo Advisor 20 Value Tilt | Betterment | 0.08 | Jul 03 | 1.55 | 3.04 | 4.71 | |
| Ulcer Free Strategy | Aim Ways | 0.05 | Jul 03 | 1.85 | 4.87 | 7.21 | |
| All Country World 20/80 | 0.04 | Jul 03 | 1.98 | 3.74 | 5.00 | ||
| Developed World ex-US 20/80 | 0.02 | Jul 03 | 1.02 | 4.39 | 5.75 | ||
| Stocks/Bonds 40/60 2x Leveraged | -0.02 | Jul 03 | 5.59 | 7.42 | 6.60 | ||
| Sheltered Sam 10/90 | Bill Bernstein | -0.05 | Jul 03 | 1.04 | 1.39 | 3.85 | |
| LifeStrategy Income Fund | Vanguard | -0.05 | Jul 03 | 1.87 | 3.39 | 4.88 | |
| Total Bond Developed World ex-US | -0.07 | Jul 03 | 0.34 | 2.07 | 2.00 | ||
| Stocks/Bonds 20/80 | -0.07 | Jul 03 | 2.23 | 3.05 | 4.35 | ||
| Robo Advisor 10 Value Tilt | Betterment | -0.08 | Jul 03 | 1.09 | 2.13 | 3.80 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -0.10 | Jul 03 | 4.43 | 6.52 | 10.83 | |
| Conservative Income | Charles Schwab | -0.14 | Jul 03 | 1.04 | 1.16 | 3.53 | |
| Berkshire Hathaway | Warren Buffett | -0.18 | Jul 03 | -3.78 | -8.72 | 7.03 | |
| All Country World Bonds | -0.20 | Jul 03 | 1.29 | 1.88 | 3.68 | ||
| Short Term Treasury | -0.23 | Jul 03 | 0.59 | 1.14 | 2.72 | ||
| Robo Advisor 0 | Betterment | -0.23 | Jul 03 | 0.62 | 1.21 | 2.87 | |
| Sheltered Sam 0/100 | Bill Bernstein | -0.24 | Jul 03 | 0.73 | 0.85 | 3.52 | |
| US Inflation Protection | -0.27 | Jul 03 | 0.94 | 0.43 | 4.71 | ||
| Developed World ex-US 40/60 Momentum | -0.37 | Jul 03 | 1.71 | 7.77 | 10.66 | ||
| US Stocks Momentum | -0.40 | Jul 03 | 4.00 | 19.14 | 16.68 | ||
| Stocks/Bonds 80/20 Momentum | -0.40 | Jul 03 | 3.54 | 15.42 | 14.15 | ||
| Stocks/Bonds 60/40 Momentum | -0.41 | Jul 03 | 3.06 | 11.77 | 11.63 | ||
| Stocks/Bonds 40/60 Momentum | -0.42 | Jul 03 | 2.57 | 8.19 | 9.10 | ||
| Stocks/Bonds 20/80 Momentum | -0.42 | Jul 03 | 2.05 | 4.68 | 6.57 | ||
| Total Bond US | -0.43 | Jul 03 | 1.52 | 1.23 | 4.05 | ||
| Developed World ex-US 60/40 Momentum | -0.52 | Jul 03 | 2.34 | 10.51 | 14.98 | ||
| 10-year Treasury | -0.74 | Jul 03 | 1.60 | 1.40 | 5.24 | ||
| Developed World ex-US Stocks Momentum | -0.81 | Jul 03 | 3.47 | 15.77 | 23.64 | ||
