Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 15 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).

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 Monthly Return (%)
Return (%) as of May 26
Ticker Asset Class Jun 26â–ľ Time(ET) 1M 3M 6M
IJR
US Small Cap 3.72 Jun 15 1.14 7.08 15.43
VNQ
US REITs 2.22 Jun 15 -0.65 1.08 6.86
EEM
Emerging Markets 2.20 Jun 15 7.20 9.62 28.10
CWB
US Convertible Bonds 1.69 Jun 15 7.12 14.98 20.34
VPL
Pacific 1.27 Jun 15 8.25 6.62 31.36
VGK
Europe 0.97 Jun 15 2.15 -0.82 10.72
EFA
EAFE Stocks 0.88 Jun 15 2.42 -0.55 12.09
QQQ
US Technology 0.77 Jun 15 10.57 21.73 19.53
EMB
Emerg. Market Bonds 0.72 Jun 15 1.09 -0.01 2.25
VT
World All Countries 0.38 Jun 15 4.58 7.20 13.39
TLT
US Long Term Treasuries 0.35 Jun 15 0.53 -4.53 -2.79
HYG
US High Yield Bonds 0.17 Jun 15 0.44 0.99 2.10
BIL
US Cash 0.13 Jun 15 0.32 0.90 1.81
BND
US Total Bond Market 0.12 Jun 15 0.28 -1.32 0.18
BNDX
International Bonds 0.11 Jun 15 0.82 -1.11 0.40
LQD
US Invest. Grade Bonds 0.04 Jun 15 0.86 -0.95 0.02
VTI
US Total Stock Market 0.00 Jun 15 5.18 10.31 11.44
TIP
US TIPS -0.16 Jun 15 0.19 -0.10 1.06
SPY
US Large Cap -0.22 Jun 15 5.26 10.58 11.33
PFF
US Preferred Stocks -0.39 Jun 15 0.80 1.50 4.40
FLLA
Latin America -0.67 Jun 15 -4.91 -4.98 15.85
DBC
Commodities -4.27 Jun 15 -5.21 17.45 32.14
GLD
Gold -4.93 Jun 15 -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
US Stocks Momentum 5.76 Jun 15 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 4.63 Jun 15 9.23 19.67 21.35
Berkshire Hathaway Warren Buffett 4.38 Jun 15 -0.14 -6.09 -7.69
Stocks/Bonds 60/40 Momentum 3.50 Jun 15 7.16 14.40 16.05
Stocks/Bonds 40/60 Momentum 2.38 Jun 15 4.98 9.14 10.75
Emerging Markets Stocks 2.20 Jun 15 7.20 9.62 28.10
Developed World ex-US Stocks Momentum 2.17 Jun 15 1.81 0.28 13.19
US Stocks Equal Weight 1.94 Jun 15 2.65 2.32 9.93
US Stocks Quality 1.90 Jun 15 3.98 5.41 9.36
Robust Alpha Architect 1.83 Jun 15 2.80 9.90 16.53
Sheltered Sam 100/0 Bill Bernstein 1.68 Jun 15 2.81 4.31 14.38
Sheltered Sam 90/10 Bill Bernstein 1.51 Jun 15 2.57 3.89 13.03
Ideal Index Frank Armstrong 1.40 Jun 15 1.92 2.94 10.48
Coffeehouse Bill Schultheis 1.36 Jun 15 1.46 2.62 8.00
Developed World ex-US 60/40 Momentum 1.35 Jun 15 1.43 -0.25 8.19
Sheltered Sam 80/20 Bill Bernstein 1.34 Jun 15 2.31 3.46 11.69
Ultimate Buy and Hold Strategy Paul Merriman 1.32 Jun 15 2.76 3.80 15.05
Stocks/Bonds 20/80 Momentum 1.25 Jun 15 2.69 3.91 5.46
Robo Advisor 100 Value Tilt Betterment 1.23 Jun 15 3.85 5.49 14.50
No Brainer Portfolio Bill Bernstein 1.20 Jun 15 2.62 5.09 11.19
Family Taxable Portfolio Ted Aronson 1.19 Jun 15 3.59 5.11 13.35
Cape US Sector Value Robert Shiller 1.19 Jun 15 -0.98 -3.20 -0.60
Sheltered Sam 70/30 Bill Bernstein 1.17 Jun 15 2.05 3.03 10.34
Coward's Portfolio Bill Bernstein 1.13 Jun 15 2.19 3.72 9.48
Robo Advisor 90 Value Tilt Betterment 1.13 Jun 15 4.03 5.62 14.86
Big Rocks Portfolio Larry Swedroe 1.10 Jun 15 1.51 2.75 8.76
Aggressive Global Income The Lazy Team 1.08 Jun 15 0.49 1.08 9.71
Talmud Portfolio 2x Leveraged Roger Gibson 1.08 Jun 15 2.38 4.27 8.95
Robo Advisor 80 Value Tilt Betterment 1.03 Jun 15 3.69 4.91 13.35
Sheltered Sam 60/40 Bill Bernstein 1.00 Jun 15 1.79 2.59 9.00
European Stocks 0.97 Jun 15 2.15 -0.82 10.72
Long Term Portfolio Ben Stein 0.96 Jun 15 2.91 4.85 11.39
Developed World ex-US 40/60 Momentum 0.94 Jun 15 1.23 -0.52 5.64
Mid-Fifties Burton Malkiel 0.89 Jun 15 3.22 4.59 10.67
US Stocks Value 0.88 Jun 15 1.86 2.97 8.39
Eliminate Fat Tails Larry Swedroe 0.88 Jun 15 1.55 2.95 7.54
Late Sixties and Beyond Burton Malkiel 0.88 Jun 15 2.59 3.69 8.78
Mid-Twenties Burton Malkiel 0.86 Jun 15 3.77 5.52 12.40
Developed World ex-US Stocks 0.86 Jun 15 4.32 2.35 18.74
Late Thirties to Early Forties Burton Malkiel 0.86 Jun 15 3.62 5.25 11.82
Gone Fishin' Portfolio Alexander Green 0.84 Jun 15 2.86 3.25 12.80
Sheltered Sam 50/50 Bill Bernstein 0.83 Jun 15 1.53 2.15 7.65
Talmud Portfolio Roger Gibson 0.78 Jun 15 1.60 3.30 6.20
Technology 0.77 Jun 15 10.57 21.73 19.53
Ultimate Buy&Hold FundAdvice 0.77 Jun 15 1.63 1.90 9.01
One-Decision Portfolio Marvin Appel 0.76 Jun 15 1.30 3.06 5.79
Tilt Toward Value Time Money Inc 0.76 Jun 15 2.18 3.05 7.70
Robo Advisor 50 Value Tilt Betterment 0.74 Jun 15 2.36 2.44 7.90
Seven Value Scott Burns 0.72 Jun 15 0.67 2.42 10.90
Developed World ex-US 80/20 0.71 Jun 15 3.67 1.71 15.14
Lazy Portfolio David Swensen 0.71 Jun 15 2.41 3.93 8.98
Gretchen Tai Portfolio Gretchen Tai 0.68 Jun 15 3.40 4.24 11.76
Five Fold Scott Burns 0.68 Jun 15 1.89 2.57 7.50
Sheltered Sam 40/60 Bill Bernstein 0.66 Jun 15 1.25 1.70 6.30
Yale Endowment David Swensen 0.65 Jun 15 2.49 3.85 9.21
Simple Money Portfolio Tim Maurer 0.65 Jun 15 1.47 1.33 8.33
Edge Select Aggressive Merrill Lynch 0.63 Jun 15 4.28 6.84 12.37
Nano Portfolio John Wasik 0.61 Jun 15 1.49 1.83 6.43
Developed World ex-US 60/40 0.56 Jun 15 3.00 1.05 11.50
Larry Portfolio Larry Swedroe 0.52 Jun 15 0.86 0.64 5.18
Pinwheel Tyler 0.52 Jun 15 1.79 1.51 10.00
Simple and Cheap Time Money Inc 0.51 Jun 15 2.46 3.22 7.73
JP Morgan Balanced Portfolio JP Morgan 0.50 Jun 15 1.90 4.47 9.85
Core Four Rick Ferri 0.49 Jun 15 3.43 5.35 10.28
Sheltered Sam 30/70 Bill Bernstein 0.49 Jun 15 0.98 1.25 4.96
Edge Select Moderately Aggressive Merrill Lynch 0.47 Jun 15 3.68 5.57 10.11
Sandwich Portfolio Bob Clyatt 0.46 Jun 15 2.19 3.02 7.85
Perfect Portfolio Ben Stein 0.46 Jun 15 3.60 6.00 13.43
Global Market Portfolio Credit Suisse 0.43 Jun 15 2.43 2.01 6.31
Developed World ex-US 40/60 0.41 Jun 15 2.30 0.36 7.84
Dynamic 60/40 Income The Lazy Team 0.41 Jun 15 1.17 2.72 5.16
LifeStrategy Growth Fund Vanguard 0.41 Jun 15 3.83 5.50 11.12
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.40 Jun 15 2.98 4.35 9.22
Edge Select Moderate Merrill Lynch 0.39 Jun 15 2.90 4.05 7.83
Three Funds Bogleheads 0.39 Jun 15 3.83 5.64 10.98
All Country World Stocks 0.38 Jun 15 4.58 7.20 13.39
Second Grader's Starter Paul Farrell 0.37 Jun 15 4.30 6.78 12.11
Four Funds Bogleheads 0.36 Jun 15 3.81 5.76 11.07
Edge Select Conservative Merrill Lynch 0.35 Jun 15 1.21 1.03 3.58
Margaritaville Scott Burns 0.35 Jun 15 3.13 4.34 10.00
All Country World 80/20 0.34 Jun 15 3.82 5.59 10.83
Six Ways from Sunday Scott Burns 0.34 Jun 15 0.37 2.34 10.65
Robo Advisor 20 Value Tilt Betterment 0.34 Jun 15 1.06 0.81 3.66
LifeStrategy Moderate Growth Vanguard 0.34 Jun 15 3.02 3.85 8.41
Lifepath Fund iShares 0.33 Jun 15 1.97 2.38 5.66
Sheltered Sam 20/80 Bill Bernstein 0.32 Jun 15 0.70 0.78 3.61
Andrew Tobias Portfolio Andrew Tobias 0.32 Jun 15 2.61 3.09 8.19
All Country World 60/40 0.31 Jun 15 3.05 3.96 8.27
Four Square Scott Burns 0.29 Jun 15 2.56 2.96 7.60
Dedalo Eleven Dedalo Invest 0.29 Jun 15 4.30 6.56 11.85
High Yield Bonds Income The Lazy Team 0.29 Jun 15 0.90 0.25 1.59
All Country World 40/60 0.28 Jun 15 2.25 2.31 5.71
LifeStrategy Conservative Growth Vanguard 0.26 Jun 15 2.18 2.17 5.69
Developed World ex-US 20/80 0.26 Jun 15 1.58 -0.36 4.14
Edge Select Moderately Conservative Merrill Lynch 0.25 Jun 15 2.21 2.55 5.49
All Country World 20/80 0.24 Jun 15 1.43 0.64 3.14
Cockroach Portfolio Tony Dong 0.22 Jun 15 -1.34 -7.46 1.70
All Country World Bonds 0.21 Jun 15 0.59 -1.05 0.58
Robo Advisor 10 Value Tilt Betterment 0.20 Jun 15 0.58 0.29 2.24
Diavola Portfolio Davide Pisicchio 0.19 Jun 15 6.08 11.98 12.34
LifeStrategy Income Fund Vanguard 0.19 Jun 15 1.32 0.47 2.97
Conservative Income Charles Schwab 0.18 Jun 15 0.26 -0.25 1.23
Pepperoni Portfolio Davide Pisicchio 0.15 Jun 15 4.09 7.55 8.63
Sheltered Sam 10/90 Bill Bernstein 0.15 Jun 15 0.41 0.32 2.27
US Cash 0.13 Jun 15 0.32 0.90 1.81
Total Bond US 0.12 Jun 15 0.28 -1.32 0.18
Dedalo Four Dedalo Invest 0.12 Jun 15 4.20 7.24 9.73
Dynamic 40/60 Income The Lazy Team 0.11 Jun 15 1.55 2.52 4.20
Total Bond Developed World ex-US 0.11 Jun 15 0.82 -1.11 0.40
Dedalo Three Dedalo Invest 0.11 Jun 15 5.00 9.36 12.03
Stocks/Bonds 20/80 0.09 Jun 15 1.30 0.99 2.43
Stocks/Bonds 40/60 0.07 Jun 15 2.31 3.31 4.68
Short Term Treasury 0.06 Jun 15 0.08 -0.20 0.83
7Twelve Portfolio Craig Israelsen 0.06 Jun 15 -0.21 6.30 13.14
Robo Advisor 0 Betterment 0.06 Jun 15 0.08 -0.25 0.81
Stocks/Bonds 60/40 0.05 Jun 15 3.29 5.64 6.93
US Stocks Minimum Volatility 0.04 Jun 15 2.07 -0.83 2.17
Simple Path to Wealth JL Collins 0.03 Jun 15 4.01 7.39 8.62
Stocks/Bonds 80/20 0.02 Jun 15 4.25 7.97 9.18
US Stocks 0.00 Jun 15 5.18 10.31 11.44
Sheltered Sam 0/100 Bill Bernstein -0.02 Jun 15 0.12 -0.16 0.92
Weird Portfolio Value Stock Geek -0.04 Jun 15 0.58 -2.21 8.53
Stocks/Bonds 40/60 ESG -0.05 Jun 15 2.84 4.19 4.53
10-year Treasury -0.06 Jun 15 -0.02 -2.49 -1.06
Rob Arnott Portfolio Rob Arnott -0.06 Jun 15 0.56 2.46 6.65
Stocks/Bonds 40/60 with Bitcoin -0.07 Jun 15, 08:00PM 2.20 3.39 4.19
Couch Potato Scott Burns -0.08 Jun 15 2.74 5.09 6.25
Odd-Stats Strategy Aim Ways -0.08 Jun 15 2.69 2.17 6.08
Stocks/Bonds 60/40 with Bitcoin -0.10 Jun 15, 08:00PM 3.18 5.73 6.44
Stocks/Bonds 60/40 ESG -0.14 Jun 15 4.11 7.05 6.76
Five Asset Roger Gibson -0.15 Jun 15 0.38 6.18 13.67
US Inflation Protection -0.16 Jun 15 0.19 -0.10 1.06
GAA Global Asset Allocation Mebane Faber -0.17 Jun 15 1.63 2.16 8.09
Capricciosa Portfolio Davide Pisicchio -0.17 Jun 15 2.97 4.49 7.10
Warren Buffett Portfolio Warren Buffett -0.19 Jun 15 4.90 9.70 9.92
Aim comfortable trip Aim Ways -0.23 Jun 15 1.63 -0.09 7.31
Ulcer Free Strategy Aim Ways -0.23 Jun 15 2.46 1.56 6.09
Golden Butterfly Tyler -0.27 Jun 15 1.08 -0.78 6.76
US Stocks ESG -0.31 Jun 15 6.58 12.89 11.23
Golden Butterfly with Bitcoin Tyler -0.31 Jun 15, 08:00PM 1.06 -0.33 6.22
Dimensional Retirement Income Fund DFA -0.34 Jun 15 0.97 1.52 3.84
Ivy Portfolio Mebane Faber -0.34 Jun 15 -0.35 7.24 14.63
Paul Boyer Portfolio Paul Boyer -0.39 Jun 15 0.90 -2.83 7.03
Four Seasons Portfolio Davide Pisicchio -0.42 Jun 15 2.37 2.62 6.44
Margherita Portfolio Davide Pisicchio -0.42 Jun 15 1.84 1.46 5.26
Stocks/Bonds 40/60 2x Leveraged -0.46 Jun 15 4.20 4.18 5.28
In Saecula Saeculorum Fulvio Marchese -0.49 Jun 15 2.36 2.26 5.86
Desert Portfolio Gyroscopic Investing -0.51 Jun 15 1.38 0.45 4.08
PISI Portfolio Davide Pisicchio -0.52 Jun 15 1.52 0.07 3.75
Golden Ratio Portfolio Frank Vasquez -0.52 Jun 15 1.87 0.79 7.33
Marc Faber Portfolio Marc Faber -0.52 Jun 15 0.88 -2.00 7.96
Desert Portfolio with Bitcoin Gyroscopic Investing -0.55 Jun 15, 08:00PM 1.36 0.93 3.54
All Weather Portfolio Ray Dalio -0.56 Jun 15 1.12 1.14 5.31
Stocks/Bonds 60/40 2x Leveraged -0.60 Jun 15 6.32 9.36 10.07
All Weather Portfolio with Bitcoin Ray Dalio -0.61 Jun 15, 08:00PM 1.15 1.27 4.53
Golden Butterfly 2x Leveraged Tyler -0.90 Jun 15 1.52 -3.40 9.66
Shield Strategy Aim Ways -0.90 Jun 15 2.84 1.70 7.25
All Weather Portfolio 2x Leveraged Ray Dalio -1.10 Jun 15 1.60 -2.09 6.76
Permanent Portfolio Harry Browne -1.11 Jun 15 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -1.16 Jun 15, 08:00PM 1.11 -1.95 4.18
Simplified Permanent Portfolio The Lazy Team -1.26 Jun 15 0.92 -2.68 4.40
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.40 Jun 15 2.71 -1.64 4.33
Gold Pivot Ptf Aim Ways -1.49 Jun 15 1.65 -2.36 6.47
Ark Tech Portfolio Cathie Wood -2.71 Jun 15 11.68 16.59 11.52
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.89 Jun 15 1.58 -7.25 5.01
Gold -4.93 Jun 15 -1.54 -13.77 7.54