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).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Jun 22
|
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|---|---|---|---|---|---|---|
| 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.
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 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 | |