Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 11 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 2.62 Jun 11 1.14 7.08 15.43
VNQ
US REITs 2.00 Jun 11 -0.65 1.08 6.86
TLT
US Long Term Treasuries 0.65 Jun 11 0.53 -4.53 -2.79
VGK
Europe 0.51 Jun 11 2.15 -0.82 10.72
EMB
Emerg. Market Bonds 0.26 Jun 11 1.09 -0.01 2.25
BND
US Total Bond Market 0.16 Jun 11 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds 0.12 Jun 11 0.86 -0.95 0.02
BIL
US Cash 0.10 Jun 11 0.32 0.90 1.81
HYG
US High Yield Bonds 0.05 Jun 11 0.44 0.99 2.10
EFA
EAFE Stocks -0.07 Jun 11 2.42 -0.55 12.09
BNDX
International Bonds -0.07 Jun 11 0.82 -1.11 0.40
TIP
US TIPS -0.30 Jun 11 0.19 -0.10 1.06
PFF
US Preferred Stocks -1.28 Jun 11 0.80 1.50 4.40
VT
World All Countries -1.59 Jun 11 4.58 7.20 13.39
VPL
Pacific -1.59 Jun 11 8.25 6.62 31.36
EEM
Emerging Markets -1.60 Jun 11 7.20 9.62 28.10
FLLA
Latin America -1.70 Jun 11 -4.91 -4.98 15.85
DBC
Commodities -2.14 Jun 11 -5.21 17.45 32.14
CWB
US Convertible Bonds -2.15 Jun 11 7.12 14.98 20.34
VTI
US Total Stock Market -2.21 Jun 11 5.18 10.31 11.44
SPY
US Large Cap -2.47 Jun 11 5.26 10.58 11.33
QQQ
US Technology -2.87 Jun 11 10.57 21.73 19.53
GLD
Gold -7.38 Jun 11 -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.
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 Monthly Return (%)
Return (%) as of May 26
Portfolio Author Jun 26â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 2.21 Jun 11 -0.14 -6.09 -7.69
Cape US Sector Value Robert Shiller 1.24 Jun 11 -0.98 -3.20 -0.60
US Stocks Momentum 1.01 Jun 11 11.21 24.96 26.65
Aggressive Global Income The Lazy Team 0.96 Jun 11 0.49 1.08 9.71
Stocks/Bonds 80/20 Momentum 0.84 Jun 11 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 0.67 Jun 11 7.16 14.40 16.05
Coffeehouse Bill Schultheis 0.63 Jun 11 1.46 2.62 8.00
European Stocks 0.51 Jun 11 2.15 -0.82 10.72
Stocks/Bonds 40/60 Momentum 0.50 Jun 11 4.98 9.14 10.75
Developed World ex-US Stocks Momentum 0.49 Jun 11 1.81 0.28 13.19
US Stocks Equal Weight 0.44 Jun 11 2.65 2.32 9.93
Robust Alpha Architect 0.43 Jun 11 2.80 9.90 16.53
Ideal Index Frank Armstrong 0.36 Jun 11 1.92 2.94 10.48
Big Rocks Portfolio Larry Swedroe 0.34 Jun 11 1.51 2.75 8.76
Stocks/Bonds 20/80 Momentum 0.33 Jun 11 2.69 3.91 5.46
Developed World ex-US 60/40 Momentum 0.27 Jun 11 1.43 -0.25 8.19
Seven Value Scott Burns 0.25 Jun 11 0.67 2.42 10.90
One-Decision Portfolio Marvin Appel 0.21 Jun 11 1.30 3.06 5.79
Sheltered Sam 100/0 Bill Bernstein 0.21 Jun 11 2.81 4.31 14.38
US Stocks Quality 0.19 Jun 11 3.98 5.41 9.36
Sheltered Sam 90/10 Bill Bernstein 0.18 Jun 11 2.57 3.89 13.03
Total Bond US 0.16 Jun 11 0.28 -1.32 0.18
Coward's Portfolio Bill Bernstein 0.16 Jun 11 2.19 3.72 9.48
High Yield Bonds Income The Lazy Team 0.15 Jun 11 0.90 0.25 1.59
Developed World ex-US 40/60 Momentum 0.15 Jun 11 1.23 -0.52 5.64
Sheltered Sam 80/20 Bill Bernstein 0.15 Jun 11 2.31 3.46 11.69
Larry Portfolio Larry Swedroe 0.14 Jun 11 0.86 0.64 5.18
Conservative Income Charles Schwab 0.13 Jun 11 0.26 -0.25 1.23
Sheltered Sam 70/30 Bill Bernstein 0.12 Jun 11 2.05 3.03 10.34
US Cash 0.10 Jun 11 0.32 0.90 1.81
All Country World Bonds 0.09 Jun 11 0.59 -1.05 0.58
Sheltered Sam 60/40 Bill Bernstein 0.09 Jun 11 1.79 2.59 9.00
Eliminate Fat Tails Larry Swedroe 0.08 Jun 11 1.55 2.95 7.54
Sheltered Sam 50/50 Bill Bernstein 0.06 Jun 11 1.53 2.15 7.65
Ultimate Buy&Hold FundAdvice 0.04 Jun 11 1.63 1.90 9.01
Short Term Treasury 0.04 Jun 11 0.08 -0.20 0.83
Six Ways from Sunday Scott Burns 0.04 Jun 11 0.37 2.34 10.65
Ultimate Buy and Hold Strategy Paul Merriman 0.03 Jun 11 2.76 3.80 15.05
Sheltered Sam 40/60 Bill Bernstein 0.03 Jun 11 1.25 1.70 6.30
Robo Advisor 0 Betterment 0.02 Jun 11 0.08 -0.25 0.81
10-year Treasury 0.01 Jun 11 -0.02 -2.49 -1.06
Sheltered Sam 30/70 Bill Bernstein -0.01 Jun 11 0.98 1.25 4.96
Simple Money Portfolio Tim Maurer -0.02 Jun 11 1.47 1.33 8.33
Talmud Portfolio Roger Gibson -0.02 Jun 11 1.60 3.30 6.20
Sheltered Sam 20/80 Bill Bernstein -0.04 Jun 11 0.70 0.78 3.61
Robo Advisor 10 Value Tilt Betterment -0.05 Jun 11 0.58 0.29 2.24
Sheltered Sam 10/90 Bill Bernstein -0.07 Jun 11 0.41 0.32 2.27
Total Bond Developed World ex-US -0.07 Jun 11 0.82 -1.11 0.40
Nano Portfolio John Wasik -0.09 Jun 11 1.49 1.83 6.43
Edge Select Conservative Merrill Lynch -0.09 Jun 11 1.21 1.03 3.58
Sheltered Sam 0/100 Bill Bernstein -0.10 Jun 11 0.12 -0.16 0.92
No Brainer Portfolio Bill Bernstein -0.10 Jun 11 2.62 5.09 11.19
Robo Advisor 20 Value Tilt Betterment -0.11 Jun 11 1.06 0.81 3.66
Developed World ex-US 20/80 -0.19 Jun 11 1.58 -0.36 4.14
Tilt Toward Value Time Money Inc -0.21 Jun 11 2.18 3.05 7.70
All Country World 20/80 -0.24 Jun 11 1.43 0.64 3.14
LifeStrategy Income Fund Vanguard -0.25 Jun 11 1.32 0.47 2.97
Five Fold Scott Burns -0.25 Jun 11 1.89 2.57 7.50
Rob Arnott Portfolio Rob Arnott -0.28 Jun 11 0.56 2.46 6.65
Late Sixties and Beyond Burton Malkiel -0.28 Jun 11 2.59 3.69 8.78
US Stocks Value -0.28 Jun 11 1.86 2.97 8.39
Dynamic 60/40 Income The Lazy Team -0.28 Jun 11 1.17 2.72 5.16
Developed World ex-US 40/60 -0.30 Jun 11 2.30 0.36 7.84
US Inflation Protection -0.30 Jun 11 0.19 -0.10 1.06
Family Taxable Portfolio Ted Aronson -0.30 Jun 11 3.59 5.11 13.35
Robo Advisor 50 Value Tilt Betterment -0.31 Jun 11 2.36 2.44 7.90
Stocks/Bonds 20/80 -0.31 Jun 11 1.30 0.99 2.43
Long Term Portfolio Ben Stein -0.36 Jun 11 2.91 4.85 11.39
Talmud Portfolio 2x Leveraged Roger Gibson -0.37 Jun 11 2.38 4.27 8.95
7Twelve Portfolio Craig Israelsen -0.38 Jun 11 -0.21 6.30 13.14
JP Morgan Balanced Portfolio JP Morgan -0.41 Jun 11 1.90 4.47 9.85
Developed World ex-US 60/40 -0.41 Jun 11 3.00 1.05 11.50
Lifepath Fund iShares -0.45 Jun 11 1.97 2.38 5.66
Cockroach Portfolio Tony Dong -0.45 Jun 11 -1.34 -7.46 1.70
Global Market Portfolio Credit Suisse -0.47 Jun 11 2.43 2.01 6.31
Yale Endowment David Swensen -0.49 Jun 11 2.49 3.85 9.21
Lazy Portfolio David Swensen -0.49 Jun 11 2.41 3.93 8.98
Sandwich Portfolio Bob Clyatt -0.53 Jun 11 2.19 3.02 7.85
Developed World ex-US 80/20 -0.53 Jun 11 3.67 1.71 15.14
Simple and Cheap Time Money Inc -0.55 Jun 11 2.46 3.22 7.73
Gone Fishin' Portfolio Alexander Green -0.56 Jun 11 2.86 3.25 12.80
Mid-Fifties Burton Malkiel -0.56 Jun 11 3.22 4.59 10.67
All Country World 40/60 -0.58 Jun 11 2.25 2.31 5.71
LifeStrategy Conservative Growth Vanguard -0.58 Jun 11 2.18 2.17 5.69
Five Asset Roger Gibson -0.58 Jun 11 0.38 6.18 13.67
Edge Select Moderately Conservative Merrill Lynch -0.59 Jun 11 2.21 2.55 5.49
Dynamic 40/60 Income The Lazy Team -0.63 Jun 11 1.55 2.52 4.20
Robo Advisor 80 Value Tilt Betterment -0.63 Jun 11 3.69 4.91 13.35
Robo Advisor 100 Value Tilt Betterment -0.63 Jun 11 3.85 5.49 14.50
Developed World ex-US Stocks -0.64 Jun 11 4.32 2.35 18.74
Ivy Portfolio Mebane Faber -0.67 Jun 11 -0.35 7.24 14.63
Pinwheel Tyler -0.68 Jun 11 1.79 1.51 10.00
Robo Advisor 90 Value Tilt Betterment -0.71 Jun 11 4.03 5.62 14.86
Gretchen Tai Portfolio Gretchen Tai -0.72 Jun 11 3.40 4.24 11.76
Andrew Tobias Portfolio Andrew Tobias -0.75 Jun 11 2.61 3.09 8.19
Late Thirties to Early Forties Burton Malkiel -0.77 Jun 11 3.62 5.25 11.82
Stocks/Bonds 40/60 -0.79 Jun 11 2.31 3.31 4.68
Edge Select Moderate Merrill Lynch -0.80 Jun 11 2.90 4.05 7.83
Four Square Scott Burns -0.81 Jun 11 2.56 2.96 7.60
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.81 Jun 11 2.98 4.35 9.22
Mid-Twenties Burton Malkiel -0.85 Jun 11 3.77 5.52 12.40
Weird Portfolio Value Stock Geek -0.86 Jun 11 0.58 -2.21 8.53
GAA Global Asset Allocation Mebane Faber -0.91 Jun 11 1.63 2.16 8.09
LifeStrategy Moderate Growth Vanguard -0.91 Jun 11 3.02 3.85 8.41
All Country World 60/40 -0.92 Jun 11 3.05 3.96 8.27
Stocks/Bonds 40/60 with Bitcoin -0.99 Jun 11 2.20 3.39 4.19
US Stocks Minimum Volatility -0.99 Jun 11 2.07 -0.83 2.17
Core Four Rick Ferri -1.02 Jun 11 3.43 5.35 10.28
Stocks/Bonds 40/60 ESG -1.03 Jun 11 2.84 4.19 4.53
Margaritaville Scott Burns -1.06 Jun 11 3.13 4.34 10.00
Dimensional Retirement Income Fund DFA -1.07 Jun 10 0.97 1.52 3.84
Perfect Portfolio Ben Stein -1.10 Jun 11 3.60 6.00 13.43
Edge Select Moderately Aggressive Merrill Lynch -1.11 Jun 11 3.68 5.57 10.11
All Weather Portfolio Ray Dalio -1.12 Jun 11 1.12 1.14 5.31
All Weather Portfolio with Bitcoin Ray Dalio -1.25 Jun 11 1.15 1.27 4.53
LifeStrategy Growth Fund Vanguard -1.25 Jun 11 3.83 5.50 11.12
All Country World 80/20 -1.25 Jun 11 3.82 5.59 10.83
Couch Potato Scott Burns -1.26 Jun 11 2.74 5.09 6.25
Stocks/Bonds 60/40 -1.26 Jun 11 3.29 5.64 6.93
Three Funds Bogleheads -1.27 Jun 11 3.83 5.64 10.98
Aim comfortable trip Aim Ways -1.27 Jun 11 1.63 -0.09 7.31
Golden Butterfly Tyler -1.27 Jun 11 1.08 -0.78 6.76
Edge Select Aggressive Merrill Lynch -1.28 Jun 11 4.28 6.84 12.37
Four Funds Bogleheads -1.31 Jun 11 3.81 5.76 11.07
Odd-Stats Strategy Aim Ways -1.33 Jun 11 2.69 2.17 6.08
Golden Butterfly with Bitcoin Tyler -1.34 Jun 11 1.06 -0.33 6.22
PISI Portfolio Davide Pisicchio -1.39 Jun 11 1.52 0.07 3.75
Desert Portfolio Gyroscopic Investing -1.41 Jun 11 1.38 0.45 4.08
Stocks/Bonds 60/40 with Bitcoin -1.46 Jun 11 3.18 5.73 6.44
Desert Portfolio with Bitcoin Gyroscopic Investing -1.49 Jun 11 1.36 0.93 3.54
Second Grader's Starter Paul Farrell -1.50 Jun 11 4.30 6.78 12.11
Pepperoni Portfolio Davide Pisicchio -1.51 Jun 11 4.09 7.55 8.63
Margherita Portfolio Davide Pisicchio -1.53 Jun 11 1.84 1.46 5.26
Paul Boyer Portfolio Paul Boyer -1.55 Jun 11 0.90 -2.83 7.03
Ulcer Free Strategy Aim Ways -1.55 Jun 11 2.46 1.56 6.09
Dedalo Eleven Dedalo Invest -1.56 Jun 11 4.30 6.56 11.85
Capricciosa Portfolio Davide Pisicchio -1.58 Jun 11 2.97 4.49 7.10
All Country World Stocks -1.59 Jun 11 4.58 7.20 13.39
Emerging Markets Stocks -1.60 Jun 11 7.20 9.62 28.10
Golden Ratio Portfolio Frank Vasquez -1.60 Jun 11 1.87 0.79 7.33
Stocks/Bonds 60/40 ESG -1.62 Jun 11 4.11 7.05 6.76
Simple Path to Wealth JL Collins -1.62 Jun 11 4.01 7.39 8.62
Dedalo Four Dedalo Invest -1.63 Jun 11 4.20 7.24 9.73
In Saecula Saeculorum Fulvio Marchese -1.71 Jun 11 2.36 2.26 5.86
Marc Faber Portfolio Marc Faber -1.74 Jun 11 0.88 -2.00 7.96
Stocks/Bonds 80/20 -1.74 Jun 11 4.25 7.97 9.18
Four Seasons Portfolio Davide Pisicchio -1.75 Jun 11 2.37 2.62 6.44
All Weather Portfolio 2x Leveraged Ray Dalio -1.94 Jun 11 1.60 -2.09 6.76
Dedalo Three Dedalo Invest -2.02 Jun 11 5.00 9.36 12.03
Stocks/Bonds 40/60 2x Leveraged -2.07 Jun 11 4.20 4.18 5.28
Diavola Portfolio Davide Pisicchio -2.16 Jun 11 6.08 11.98 12.34
Warren Buffett Portfolio Warren Buffett -2.17 Jun 11 4.90 9.70 9.92
US Stocks -2.21 Jun 11 5.18 10.31 11.44
Permanent Portfolio Harry Browne -2.21 Jun 11 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -2.29 Jun 11 1.11 -1.95 4.18
Simplified Permanent Portfolio The Lazy Team -2.40 Jun 11 0.92 -2.68 4.40
Shield Strategy Aim Ways -2.48 Jun 11 2.84 1.70 7.25
US Stocks ESG -2.78 Jun 11 6.58 12.89 11.23
Technology -2.87 Jun 11 10.57 21.73 19.53
Golden Butterfly 2x Leveraged Tyler -2.99 Jun 11 1.52 -3.40 9.66
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.04 Jun 11 2.71 -1.64 4.33
Gold Pivot Ptf Aim Ways -3.05 Jun 11 1.65 -2.36 6.47
Stocks/Bonds 60/40 2x Leveraged -3.11 Jun 11 6.32 9.36 10.07
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -5.01 Jun 11 1.58 -7.25 5.01
Ark Tech Portfolio Cathie Wood -7.02 Jun 11 11.68 16.59 11.52
Gold -7.38 Jun 11 -1.54 -13.77 7.54