Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 06 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).

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 Monthly Return (%)
Return (%) as of May 25
Ticker Asset Class Jun 25â–ľ Time(ET) 1M 3M 6M
DBC
Commodities 3.69 Jun 06 1.51 -5.09 -0.66
EEM
Emerging Markets 3.08 Jun 06 4.02 5.35 7.00
IJR
US Small Cap 2.18 Jun 06 5.23 -5.46 -15.69
QQQ
US Technology 2.08 Jun 06 9.18 2.31 2.15
CWB
US Convertible Bonds 1.90 Jun 06 3.07 1.30 -1.43
VTI
US Total Stock Market 1.81 Jun 06 6.25 -0.70 -2.68
FLLA
Latin America 1.75 Jun 06 2.97 15.67 18.28
VT
World All Countries 1.67 Jun 06 5.81 2.66 2.26
SPY
US Large Cap 1.65 Jun 06 6.28 -0.51 -1.56
VPL
Pacific 1.34 Jun 06 4.57 8.71 7.20
VGK
Europe 1.16 Jun 06 5.28 9.79 18.10
EFA
EAFE Stocks 1.05 Jun 06 4.79 8.86 13.99
PFF
US Preferred Stocks 0.72 Jun 06 0.75 -3.47 -5.19
VNQ
US REITs 0.62 Jun 06 1.12 -3.90 -7.18
GLD
Gold 0.52 Jun 06 -0.06 15.32 23.62
EMB
Emerg. Market Bonds 0.26 Jun 06 1.16 -0.26 1.29
HYG
US High Yield Bonds 0.13 Jun 06 1.75 0.77 2.32
BIL
US Cash 0.08 Jun 06 0.36 1.03 2.13
BNDX
International Bonds -0.29 Jun 06 0.01 0.52 0.88
LQD
US Invest. Grade Bonds -0.42 Jun 06 0.21 -0.53 -0.32
BND
US Total Bond Market -0.44 Jun 06 -0.67 -0.27 0.77
TLT
US Long Term Treasuries -0.71 Jun 06 -3.21 -5.68 -6.21
TIP
US TIPS -0.87 Jun 06 -0.63 0.17 1.95
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 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.
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 Monthly Return (%)
Return (%) as of May 25
Portfolio Author Jun 25â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 7.21 Jun 06 9.24 1.73 -1.28
Emerging Markets Stocks 3.08 Jun 06 4.02 5.35 7.00
Technology 2.08 Jun 06 9.18 2.31 2.15
US Stocks Quality 1.89 Jun 06 4.54 -2.26 -3.94
US Stocks ESG 1.87 Jun 06 6.81 -0.79 -2.59
US Stocks 1.81 Jun 06 6.25 -0.70 -2.68
Dedalo Three Dedalo Invest 1.77 Jun 06 6.11 0.32 -1.20
All Country World Stocks 1.67 Jun 06 5.81 2.66 2.26
Diavola Portfolio Davide Pisicchio 1.65 Jun 06 6.24 0.23 -0.99
Robo Advisor 100 Value Tilt Betterment 1.64 Jun 06 4.87 2.15 1.72
Warren Buffett Portfolio Warren Buffett 1.61 Jun 06 5.74 -0.23 -1.04
Developed World ex-US Stocks Momentum 1.57 Jun 06 5.55 11.61 15.60
Second Grader's Starter Paul Farrell 1.52 Jun 06 5.01 2.02 1.73
Robo Advisor 90 Value Tilt Betterment 1.51 Jun 06 4.46 2.09 1.40
Mid-Twenties Burton Malkiel 1.50 Jun 06 4.13 1.79 1.94
Sheltered Sam 100/0 Bill Bernstein 1.49 Jun 06 4.03 -0.24 -2.30
Dedalo Eleven Dedalo Invest 1.49 Jun 06 4.33 1.60 1.17
Ultimate Buy and Hold Strategy Paul Merriman 1.49 Jun 06 4.51 3.08 1.47
Ivy Portfolio Mebane Faber 1.48 Jun 06 2.65 -0.27 0.33
Edge Select Aggressive Merrill Lynch 1.48 Jun 06 4.71 1.87 1.69
Five Asset Roger Gibson 1.47 Jun 06 2.60 -0.33 0.13
Perfect Portfolio Ben Stein 1.45 Jun 06 4.16 1.99 2.08
Late Thirties to Early Forties Burton Malkiel 1.44 Jun 06 3.99 1.55 1.68
Stocks/Bonds 80/20 1.36 Jun 06 4.77 -0.62 -2.04
Dedalo Four Dedalo Invest 1.35 Jun 06 4.83 0.39 -0.79
No Brainer Portfolio Bill Bernstein 1.35 Jun 06 3.94 0.93 -1.17
7Twelve Portfolio Craig Israelsen 1.34 Jun 06 2.39 0.07 0.03
Long Term Portfolio Ben Stein 1.33 Jun 06 3.82 1.24 0.50
Stocks/Bonds 60/40 2x Leveraged 1.31 Jun 06 5.11 -3.30 -5.46
Robo Advisor 80 Value Tilt Betterment 1.31 Jun 06 3.93 1.92 1.43
LifeStrategy Growth Fund Vanguard 1.30 Jun 06 4.32 2.28 2.35
US Stocks Value 1.30 Jun 06 3.20 -3.65 -7.49
Three Funds Bogleheads 1.30 Jun 06 4.31 2.06 2.07
Sheltered Sam 90/10 Bill Bernstein 1.30 Jun 06 3.57 -0.15 -1.90
Mid-Fifties Burton Malkiel 1.29 Jun 06 3.61 1.09 1.13
US Stocks Equal Weight 1.28 Jun 06 4.31 -1.61 -5.18
All Country World 80/20 1.28 Jun 06 4.58 2.13 1.96
Developed World ex-US Stocks 1.26 Jun 06 5.13 9.33 12.67
Four Funds Bogleheads 1.26 Jun 06 4.30 2.10 2.19
Simple Path to Wealth JL Collins 1.25 Jun 06 4.40 -0.59 -1.87
Gone Fishin' Portfolio Alexander Green 1.23 Jun 06 3.18 2.10 1.32
Core Four Rick Ferri 1.22 Jun 06 3.99 1.26 0.89
Family Taxable Portfolio Ted Aronson 1.17 Jun 06 3.25 0.73 -1.14
European Stocks 1.16 Jun 06 5.28 9.79 18.10
Edge Select Moderately Aggressive Merrill Lynch 1.13 Jun 06 3.84 1.56 1.66
Sheltered Sam 80/20 Bill Bernstein 1.10 Jun 06 3.11 -0.06 -1.49
Gretchen Tai Portfolio Gretchen Tai 1.07 Jun 06 3.52 2.52 2.80
Late Sixties and Beyond Burton Malkiel 1.06 Jun 06 3.02 0.42 0.33
Golden Butterfly 2x Leveraged Tyler 1.02 Jun 06 1.56 2.14 -0.54
Ideal Index Frank Armstrong 1.02 Jun 06 2.87 1.31 0.28
Pepperoni Portfolio Davide Pisicchio 1.01 Jun 06 3.80 0.36 -0.38
Stocks/Bonds 60/40 ESG 1.00 Jun 06 3.68 -0.56 -1.33
Pinwheel Tyler 0.99 Jun 06 2.48 2.36 2.35
Developed World ex-US 80/20 0.95 Jun 06 4.17 7.65 10.37
Stocks/Bonds 60/40 0.91 Jun 06 3.33 -0.53 -1.37
Sheltered Sam 70/30 Bill Bernstein 0.90 Jun 06 2.66 0.03 -1.07
Coward's Portfolio Bill Bernstein 0.90 Jun 06 2.53 0.03 -1.25
Stocks/Bonds 60/40 with Bitcoin 0.89 Jun 08, 09:57PM 3.51 -0.09 -1.19
All Country World 60/40 0.89 Jun 06 3.38 1.60 1.67
Andrew Tobias Portfolio Andrew Tobias 0.88 Jun 06 3.57 3.18 4.52
LifeStrategy Moderate Growth Vanguard 0.88 Jun 06 3.11 1.70 1.94
Seven Value Scott Burns 0.88 Jun 06 2.22 -1.29 -2.19
Six Ways from Sunday Scott Burns 0.86 Jun 06 2.09 -0.97 -1.75
Robust Alpha Architect 0.86 Jun 06 4.58 2.27 2.60
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.86 Jun 06 3.37 1.22 1.06
Margaritaville Scott Burns 0.86 Jun 06 3.37 2.51 3.32
Lazy Portfolio David Swensen 0.84 Jun 06 2.72 0.69 0.34
Big Rocks Portfolio Larry Swedroe 0.84 Jun 06 2.48 0.54 -0.88
Golden Ratio Portfolio Frank Vasquez 0.83 Jun 06 1.80 -0.46 -1.78
Developed World ex-US 60/40 Momentum 0.82 Jun 06 3.48 7.33 9.75
Capricciosa Portfolio Davide Pisicchio 0.81 Jun 06 2.87 0.92 0.55
Yale Endowment David Swensen 0.79 Jun 06 2.81 0.91 0.61
Simple and Cheap Time Money Inc 0.76 Jun 06 2.65 1.00 0.92
Edge Select Moderate Merrill Lynch 0.76 Jun 06 2.86 1.15 1.33
Tilt Toward Value Time Money Inc 0.74 Jun 06 2.46 0.08 -0.66
Coffeehouse Bill Schultheis 0.74 Jun 06 2.09 -1.33 -3.47
Ultimate Buy&Hold FundAdvice 0.72 Jun 06 2.41 2.22 1.84
Sheltered Sam 60/40 Bill Bernstein 0.71 Jun 06 2.21 0.12 -0.64
Talmud Portfolio 2x Leveraged Roger Gibson 0.70 Jun 06 2.64 -4.64 -8.08
Sandwich Portfolio Bob Clyatt 0.70 Jun 06 2.55 1.90 1.46
Robo Advisor 50 Value Tilt Betterment 0.69 Jun 06 2.38 1.24 1.54
Golden Butterfly Tyler 0.67 Jun 06 1.15 0.62 -0.23
Weird Portfolio Value Stock Geek 0.67 Jun 06 1.56 2.21 0.85
Cape US Sector Value Robert Shiller 0.67 Jun 06 2.98 -1.74 -2.65
Talmud Portfolio Roger Gibson 0.66 Jun 06 2.13 -1.65 -3.07
Golden Butterfly with Bitcoin Tyler 0.66 Jun 08, 09:57PM 1.38 0.72 -0.52
Aggressive Global Income The Lazy Team 0.66 Jun 06 2.76 2.35 0.90
GAA Global Asset Allocation Mebane Faber 0.64 Jun 06 1.73 1.06 1.94
Developed World ex-US 60/40 0.64 Jun 06 3.19 5.92 8.04
Marc Faber Portfolio Marc Faber 0.63 Jun 06 1.40 3.84 5.31
In Saecula Saeculorum Fulvio Marchese 0.62 Jun 06 2.36 1.36 1.52
Dynamic 60/40 Income The Lazy Team 0.61 Jun 06 1.87 -1.28 -2.17
Four Seasons Portfolio Davide Pisicchio 0.61 Jun 06 2.20 1.81 2.10
Shield Strategy Aim Ways 0.61 Jun 06 2.48 3.51 5.08
One-Decision Portfolio Marvin Appel 0.59 Jun 06 1.96 -1.47 -3.07
Five Fold Scott Burns 0.57 Jun 06 2.24 0.83 0.69
Four Square Scott Burns 0.56 Jun 06 2.52 2.04 2.74
Paul Boyer Portfolio Paul Boyer 0.56 Jun 06 0.17 2.82 3.74
Stocks/Bonds 40/60 ESG 0.56 Jun 06 2.21 -0.44 -0.68
All Weather Portfolio 2x Leveraged Ray Dalio 0.56 Jun 06 -0.39 -6.11 -7.32
Dynamic 40/60 Income The Lazy Team 0.54 Jun 06 1.88 -0.53 -0.46
Simple Money Portfolio Tim Maurer 0.54 Jun 06 2.70 2.87 2.48
Gold 0.52 Jun 06 -0.06 15.32 23.62
US Stocks Momentum 0.52 Jun 06 10.45 6.28 7.59
Eliminate Fat Tails Larry Swedroe 0.51 Jun 06 1.20 0.45 -0.09
Sheltered Sam 50/50 Bill Bernstein 0.51 Jun 06 1.76 0.21 -0.19
All Country World 40/60 0.50 Jun 06 2.18 1.07 1.39
Global Market Portfolio Credit Suisse 0.49 Jun 06 1.72 0.28 0.53
Aim comfortable trip Aim Ways 0.49 Jun 06 1.89 3.74 4.97
All Weather Portfolio Ray Dalio 0.48 Jun 06 0.42 -1.53 -1.10
Rob Arnott Portfolio Rob Arnott 0.47 Jun 06 1.01 -0.70 -0.17
Couch Potato Scott Burns 0.47 Jun 06 2.64 -0.26 -0.44
Stocks/Bonds 40/60 0.46 Jun 06 1.95 -0.44 -0.69
LifeStrategy Conservative Growth Vanguard 0.45 Jun 06 1.90 1.13 1.55
Gold Pivot Ptf Aim Ways 0.45 Jun 06 1.51 6.01 8.95
Developed World ex-US 40/60 Momentum 0.45 Jun 06 2.37 5.11 6.81
Stocks/Bonds 40/60 with Bitcoin 0.44 Jun 08, 09:57PM 2.12 -0.01 -0.51
All Weather Portfolio with Bitcoin Ray Dalio 0.44 Jun 08, 09:57PM 0.63 -1.22 -1.15
Nano Portfolio John Wasik 0.43 Jun 06 2.15 0.89 1.27
Permanent Portfolio Harry Browne 0.43 Jun 06 0.68 2.63 4.23
Permanent Portfolio with Bitcoin Harry Browne 0.41 Jun 08, 09:57PM 0.89 2.74 3.92
Lifepath Fund iShares 0.41 Jun 06 1.80 0.68 1.01
Edge Select Moderately Conservative Merrill Lynch 0.39 Jun 06 1.91 0.86 1.31
Odd-Stats Strategy Aim Ways 0.38 Jun 06 1.84 1.73 2.52
Stocks/Bonds 40/60 2x Leveraged 0.38 Jun 06 2.02 -2.49 -3.73
Margherita Portfolio Davide Pisicchio 0.37 Jun 06 1.54 1.99 2.63
Developed World ex-US 40/60 0.33 Jun 06 2.16 4.16 5.68
Stocks/Bonds 80/20 Momentum 0.33 Jun 06 8.20 4.99 6.14
Sheltered Sam 40/60 Bill Bernstein 0.31 Jun 06 1.32 0.30 0.26
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.30 Jun 06 0.25 6.03 8.47
US Stocks Minimum Volatility 0.26 Jun 06 1.05 -0.78 -0.30
Ulcer Free Strategy Aim Ways 0.25 Jun 06 0.99 2.60 3.52
Desert Portfolio Gyroscopic Investing 0.23 Jun 06 1.27 2.12 3.00
Desert Portfolio with Bitcoin Gyroscopic Investing 0.22 Jun 08, 09:57PM 1.49 2.23 2.67
Larry Portfolio Larry Swedroe 0.21 Jun 06 0.75 1.02 0.52
Simplified Permanent Portfolio The Lazy Team 0.18 Jun 06 0.75 3.90 5.81
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.16 Jun 06 0.70 1.13 1.50
PISI Portfolio Davide Pisicchio 0.15 Jun 06 1.10 1.43 2.10
Robo Advisor 20 Value Tilt Betterment 0.14 Jun 06 0.81 1.08 1.99
Stocks/Bonds 60/40 Momentum 0.13 Jun 06 5.96 3.70 4.74
Sheltered Sam 30/70 Bill Bernstein 0.12 Jun 06 0.88 0.39 0.73
High Yield Bonds Income The Lazy Team 0.12 Jun 06 1.18 -0.57 0.40
Edge Select Conservative Merrill Lynch 0.11 Jun 06 0.93 0.58 1.08
All Country World 20/80 0.11 Jun 06 1.00 0.54 1.13
US Cash 0.08 Jun 06 0.36 1.03 2.13
LifeStrategy Income Fund Vanguard 0.03 Jun 06 0.71 0.55 1.17
Developed World ex-US 20/80 0.02 Jun 06 1.11 2.36 3.29
Stocks/Bonds 20/80 0.01 Jun 06 0.62 -0.35 0.02
Dimensional Retirement Income Fund DFA -0.03 Jun 06 0.84 0.98 2.13
Robo Advisor 10 Value Tilt Betterment -0.04 Jun 06 0.28 1.07 2.22
Stocks/Bonds 40/60 Momentum -0.06 Jun 06 3.73 2.39 3.37
Sheltered Sam 20/80 Bill Bernstein -0.08 Jun 06 0.45 0.48 1.21
Short Term Treasury -0.20 Jun 06 -0.25 1.00 2.38
Robo Advisor 0 Betterment -0.22 Jun 06 -0.25 1.05 2.43
Cockroach Portfolio Tony Dong -0.25 Jun 06 -0.33 1.87 3.14
Stocks/Bonds 20/80 Momentum -0.25 Jun 06 1.52 1.07 2.04
Sheltered Sam 10/90 Bill Bernstein -0.27 Jun 06 0.02 0.57 1.71
All Country World Bonds -0.28 Jun 06 -0.16 0.01 0.89
Conservative Income Charles Schwab -0.29 Jun 06 -0.12 0.06 1.01
Total Bond Developed World ex-US -0.29 Jun 06 0.01 0.52 0.88
Total Bond US -0.44 Jun 06 -0.67 -0.27 0.77
Sheltered Sam 0/100 Bill Bernstein -0.47 Jun 06 -0.41 0.66 2.22
10-year Treasury -0.80 Jun 06 -1.24 0.14 1.24
US Inflation Protection -0.87 Jun 06 -0.63 0.17 1.95
Berkshire Hathaway Warren Buffett -2.25 Jun 06 -5.39 -2.27 4.61