Last Update - May 26 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).
Swipe left to see all data
|
Monthly Return (%)
|
Return (%) as of Apr 26
|
|||||
|---|---|---|---|---|---|---|
| Ticker | Asset Class | May 26â–ľ | Time(ET) | 1M | 3M | 6M |
|
QQQ
|
US Technology | 9.37 | May 26 | 15.69 | 7.51 | 6.42 |
|
VPL
|
Pacific | 7.64 | May 26 | 9.78 | 8.58 | 20.29 |
|
EEM
|
Emerging Markets | 6.89 | May 26 | 12.68 | 8.27 | 17.37 |
|
CWB
|
US Convertible Bonds | 5.78 | May 26 | 10.53 | 8.57 | 9.36 |
|
SPY
|
US Large Cap | 4.44 | May 26 | 10.51 | 4.14 | 5.97 |
|
VTI
|
US Total Stock Market | 4.31 | May 26 | 10.40 | 4.32 | 6.22 |
|
VT
|
World All Countries | 4.09 | May 26 | 9.31 | 4.20 | 8.66 |
|
EFA
|
EAFE Stocks | 2.75 | May 26 | 5.34 | 1.57 | 10.25 |
|
VGK
|
Europe | 2.69 | May 26 | 5.71 | 0.05 | 10.06 |
|
IJR
|
US Small Cap | 1.82 | May 26 | 10.29 | 8.10 | 17.11 |
|
VNQ
|
US REITs | 0.92 | May 26 | 8.60 | 7.22 | 10.17 |
|
BNDX
|
International Bonds | 0.61 | May 26 | 0.23 | -0.41 | -0.59 |
|
LQD
|
US Invest. Grade Bonds | 0.33 | May 26 | 0.28 | -0.44 | 0.09 |
|
HYG
|
US High Yield Bonds | 0.27 | May 26 | 1.52 | 0.55 | 2.42 |
|
BIL
|
US Cash | 0.26 | May 26 | 0.29 | 0.85 | 1.78 |
|
EMB
|
Emerg. Market Bonds | 0.26 | May 26 | 2.49 | 0.52 | 1.65 |
|
PFF
|
US Preferred Stocks | 0.10 | May 26 | 4.22 | 0.37 | 3.28 |
|
BND
|
US Total Bond Market | -0.07 | May 26 | 0.15 | -0.01 | 0.50 |
|
TIP
|
US TIPS | -0.16 | May 26 | 1.09 | 0.98 | 1.09 |
|
TLT
|
US Long Term Treasuries | -0.24 | May 26 | -0.84 | -0.63 | -3.05 |
|
GLD
|
Gold | -2.28 | May 26 | -1.54 | -4.78 | 15.09 |
|
DBC
|
Commodities | -3.44 | May 26 | 7.43 | 27.30 | 40.50 |
|
FLLA
|
Latin America | -3.74 | May 26 | 2.97 | 5.51 | 28.72 |
| 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 May 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.
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 Apr 26
|
||||||
|---|---|---|---|---|---|---|---|
| Portfolio | Author | May 26â–ľ | Time(ET) | 1M | 3M | 6M | |
| US Stocks Momentum | 10.59 | May 26 | 18.33 | 11.08 | 12.11 | ||
| Technology | 9.37 | May 26 | 15.69 | 7.51 | 6.42 | ||
| Stocks/Bonds 80/20 Momentum | 8.46 | May 26 | 14.57 | 8.89 | 9.78 | ||
| Emerging Markets Stocks | 6.89 | May 26 | 12.68 | 8.27 | 17.37 | ||
| Stocks/Bonds 60/40 Momentum | 6.33 | May 26 | 10.88 | 6.69 | 7.46 | ||
| Ark Tech Portfolio | Cathie Wood | 5.41 | May 26 | 13.37 | 0.90 | -9.47 | |
| US Stocks ESG | 5.39 | May 26 | 12.02 | 3.68 | 4.14 | ||
| Diavola Portfolio | Davide Pisicchio | 5.12 | May 26 | 10.62 | 4.70 | 5.71 | |
| Stocks/Bonds 60/40 2x Leveraged | 4.79 | May 26 | 11.99 | 3.34 | 4.04 | ||
| Developed World ex-US Stocks | 4.33 | May 26 | 7.37 | 4.10 | 14.93 | ||
| US Stocks | 4.31 | May 26 | 10.40 | 4.32 | 6.22 | ||
| Dedalo Three | Dedalo Invest | 4.25 | May 26 | 10.07 | 4.28 | 6.96 | |
| Stocks/Bonds 40/60 Momentum | 4.20 | May 26 | 7.24 | 4.48 | 5.13 | ||
| US Stocks Quality | 4.12 | May 26 | 8.05 | 2.60 | 6.13 | ||
| All Country World Stocks | 4.09 | May 26 | 9.31 | 4.20 | 8.66 | ||
| Warren Buffett Portfolio | Warren Buffett | 4.04 | May 26 | 9.46 | 3.68 | 4.87 | |
| Edge Select Aggressive | Merrill Lynch | 3.80 | May 26 | 8.41 | 4.04 | 7.89 | |
| Second Grader's Starter | Paul Farrell | 3.76 | May 26 | 8.53 | 3.88 | 7.87 | |
| Robo Advisor 90 Value Tilt | Betterment | 3.68 | May 26 | 8.19 | 4.68 | 11.08 | |
| Dedalo Eleven | Dedalo Invest | 3.65 | May 26 | 8.13 | 3.75 | 7.40 | |
| Robo Advisor 100 Value Tilt | Betterment | 3.61 | May 26 | 8.44 | 4.45 | 10.91 | |
| Developed World ex-US 80/20 | 3.59 | May 26 | 5.97 | 3.24 | 11.92 | ||
| Dedalo Four | Dedalo Invest | 3.52 | May 26 | 8.04 | 3.36 | 5.49 | |
| Mid-Twenties | Burton Malkiel | 3.46 | May 26 | 8.22 | 4.22 | 8.67 | |
| Stocks/Bonds 80/20 | 3.44 | May 26 | 8.28 | 3.46 | 5.08 | ||
| Perfect Portfolio | Ben Stein | 3.41 | May 26 | 7.28 | 4.76 | 9.80 | |
| LifeStrategy Growth Fund | Vanguard | 3.35 | May 26 | 7.45 | 3.43 | 7.38 | |
| Three Funds | Bogleheads | 3.32 | May 26 | 7.50 | 3.46 | 7.30 | |
| All Country World 80/20 | 3.31 | May 26 | 7.53 | 3.36 | 7.00 | ||
| Robo Advisor 80 Value Tilt | Betterment | 3.31 | May 26 | 7.37 | 4.19 | 9.93 | |
| Four Funds | Bogleheads | 3.31 | May 26 | 7.59 | 3.55 | 7.36 | |
| Late Thirties to Early Forties | Burton Malkiel | 3.30 | May 26 | 7.96 | 4.06 | 8.37 | |
| Pepperoni Portfolio | Davide Pisicchio | 3.27 | May 26 | 7.20 | 3.36 | 4.43 | |
| Robust | Alpha Architect | 3.25 | May 26 | 8.68 | 8.93 | 14.13 | |
| Simple Path to Wealth | JL Collins | 3.22 | May 26 | 7.76 | 3.25 | 4.79 | |
| Stocks/Bonds 60/40 ESG | 3.22 | May 26 | 7.09 | 2.17 | 2.64 | ||
| Family Taxable Portfolio | Ted Aronson | 3.18 | May 26 | 7.38 | 4.78 | 9.76 | |
| Edge Select Moderately Aggressive | Merrill Lynch | 3.15 | May 26 | 6.96 | 3.26 | 6.42 | |
| Core Four | Rick Ferri | 3.07 | May 26 | 7.52 | 3.69 | 7.18 | |
| Gretchen Tai Portfolio | Gretchen Tai | 3.04 | May 26 | 6.81 | 3.76 | 8.55 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | 2.95 | May 26 | 8.10 | 5.01 | 13.72 | |
| Sheltered Sam 100/0 | Bill Bernstein | 2.94 | May 26 | 7.83 | 4.81 | 13.27 | |
| Mid-Fifties | Burton Malkiel | 2.94 | May 26 | 7.42 | 3.85 | 7.86 | |
| Developed World ex-US Stocks Momentum | 2.91 | May 26 | 8.12 | 2.43 | 12.89 | ||
| Stocks/Bonds 40/60 2x Leveraged | 2.88 | May 26 | 7.58 | 1.77 | 1.91 | ||
| Developed World ex-US 60/40 | 2.84 | May 26 | 4.56 | 2.36 | 8.87 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | 2.84 | May 26 | 12.54 | 6.61 | 7.90 | |
| Long Term Portfolio | Ben Stein | 2.81 | May 26 | 7.27 | 4.06 | 8.85 | |
| Margaritaville | Scott Burns | 2.71 | May 26 | 6.40 | 3.22 | 6.99 | |
| European Stocks | 2.69 | May 26 | 5.71 | 0.05 | 10.06 | ||
| Gone Fishin' Portfolio | Alexander Green | 2.68 | May 26 | 6.58 | 3.70 | 10.83 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | 2.66 | May 26 | 6.58 | 3.39 | 6.77 | |
| Sheltered Sam 90/10 | Bill Bernstein | 2.64 | May 26 | 7.11 | 4.40 | 12.06 | |
| Stocks/Bonds 60/40 | 2.56 | May 26 | 6.20 | 2.60 | 3.93 | ||
| No Brainer Portfolio | Bill Bernstein | 2.55 | May 26 | 7.18 | 4.22 | 9.25 | |
| LifeStrategy Moderate Growth | Vanguard | 2.55 | May 26 | 5.62 | 2.56 | 5.59 | |
| All Country World 60/40 | 2.54 | May 26 | 5.77 | 2.52 | 5.33 | ||
| Stocks/Bonds 60/40 with Bitcoin | 2.46 | May 26 | 6.31 | 2.51 | 3.18 | ||
| Yale Endowment | David Swensen | 2.39 | May 26 | 6.71 | 3.94 | 7.32 | |
| Edge Select Moderate | Merrill Lynch | 2.39 | May 26 | 5.39 | 2.52 | 5.14 | |
| Late Sixties and Beyond | Burton Malkiel | 2.37 | May 26 | 6.48 | 3.46 | 6.91 | |
| Andrew Tobias Portfolio | Andrew Tobias | 2.34 | May 26 | 5.24 | 2.05 | 5.96 | |
| Sheltered Sam 80/20 | Bill Bernstein | 2.34 | May 26 | 6.39 | 3.99 | 10.85 | |
| Lazy Portfolio | David Swensen | 2.33 | May 26 | 6.77 | 3.97 | 7.08 | |
| Odd-Stats Strategy | Aim Ways | 2.28 | May 26 | 4.30 | 1.74 | 4.37 | |
| Capricciosa Portfolio | Davide Pisicchio | 2.23 | May 26 | 5.55 | 2.31 | 4.67 | |
| Simple and Cheap | Time Money Inc | 2.21 | May 26 | 5.55 | 2.86 | 5.72 | |
| Four Square | Scott Burns | 2.17 | May 26 | 4.83 | 2.32 | 5.12 | |
| Stocks/Bonds 40/60 ESG | 2.13 | May 26 | 4.72 | 1.42 | 1.89 | ||
| Developed World ex-US 40/60 | 2.10 | May 26 | 3.14 | 1.45 | 5.77 | ||
| Shield Strategy | Aim Ways | 2.09 | May 26 | 4.31 | 0.89 | 5.88 | |
| Couch Potato | Scott Burns | 2.08 | May 26 | 5.64 | 2.66 | 3.67 | |
| Stocks/Bonds 20/80 Momentum | 2.07 | May 26 | 3.67 | 2.24 | 2.81 | ||
| US Stocks Equal Weight | 2.06 | May 26 | 6.00 | 3.15 | 9.15 | ||
| Ideal Index | Frank Armstrong | 2.06 | May 26 | 5.89 | 3.88 | 9.55 | |
| Coward's Portfolio | Bill Bernstein | 2.05 | May 26 | 5.48 | 3.50 | 8.06 | |
| Sheltered Sam 70/30 | Bill Bernstein | 2.03 | May 26 | 5.67 | 3.57 | 9.64 | |
| Global Market Portfolio | Credit Suisse | 2.00 | May 26 | 4.30 | 2.06 | 4.13 | |
| Tilt Toward Value | Time Money Inc | 2.00 | May 26 | 5.39 | 2.99 | 6.23 | |
| Developed World ex-US 60/40 Momentum | 1.99 | May 26 | 4.97 | 1.33 | 7.67 | ||
| Robo Advisor 50 Value Tilt | Betterment | 1.98 | May 26 | 4.68 | 2.36 | 5.81 | |
| US Stocks Minimum Volatility | 1.95 | May 26 | 2.05 | 0.04 | 2.41 | ||
| Sandwich Portfolio | Bob Clyatt | 1.94 | May 26 | 5.24 | 2.86 | 6.27 | |
| JP Morgan Balanced Portfolio | JP Morgan | 1.93 | May 26 | 6.02 | 4.41 | 8.49 | |
| Five Fold | Scott Burns | 1.92 | May 26 | 5.59 | 3.30 | 6.14 | |
| US Stocks Value | 1.83 | May 26 | 5.95 | 3.35 | 8.21 | ||
| Berkshire Hathaway | Warren Buffett | 1.77 | May 26 | -0.87 | -1.47 | -0.54 | |
| All Country World 40/60 | 1.77 | May 26 | 4.01 | 1.66 | 3.66 | ||
| Pinwheel | Tyler | 1.76 | May 26 | 5.66 | 3.07 | 9.52 | |
| LifeStrategy Conservative Growth | Vanguard | 1.74 | May 26 | 3.79 | 1.67 | 3.80 | |
| Sheltered Sam 60/40 | Bill Bernstein | 1.73 | May 26 | 4.95 | 3.15 | 8.43 | |
| Talmud Portfolio | Roger Gibson | 1.72 | May 26 | 6.34 | 3.87 | 5.63 | |
| Ulcer Free Strategy | Aim Ways | 1.72 | May 26 | 3.06 | 1.35 | 4.01 | |
| Edge Select Moderately Conservative | Merrill Lynch | 1.72 | May 26 | 3.81 | 1.67 | 3.60 | |
| Stocks/Bonds 40/60 | 1.69 | May 26 | 4.15 | 1.73 | 2.79 | ||
| Four Seasons Portfolio | Davide Pisicchio | 1.68 | May 26 | 4.47 | 1.65 | 4.96 | |
| In Saecula Saeculorum | Fulvio Marchese | 1.68 | May 26 | 4.40 | 1.36 | 4.64 | |
| Stocks/Bonds 40/60 with Bitcoin | 1.58 | May 26 | 4.25 | 1.64 | 2.03 | ||
| Ultimate Buy&Hold | FundAdvice | 1.57 | May 26 | 4.97 | 3.13 | 8.57 | |
| Big Rocks Portfolio | Larry Swedroe | 1.57 | May 26 | 5.05 | 3.36 | 8.50 | |
| Lifepath Fund | iShares | 1.56 | May 26 | 3.98 | 1.96 | 4.13 | |
| Nano Portfolio | John Wasik | 1.55 | May 26 | 5.08 | 2.83 | 5.73 | |
| Developed World ex-US 40/60 Momentum | 1.53 | May 26 | 3.39 | 0.76 | 4.98 | ||
| GAA Global Asset Allocation | Mebane Faber | 1.49 | May 26 | 4.10 | 3.41 | 7.12 | |
| Coffeehouse | Bill Schultheis | 1.48 | May 26 | 5.25 | 3.52 | 7.82 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | 1.48 | May 26 | 5.02 | -0.43 | 4.16 | |
| Simple Money Portfolio | Tim Maurer | 1.47 | May 26 | 4.31 | 2.55 | 8.44 | |
| Sheltered Sam 50/50 | Bill Bernstein | 1.43 | May 26 | 4.22 | 2.72 | 7.22 | |
| Aim comfortable trip | Aim Ways | 1.39 | May 26 | 3.09 | 1.06 | 7.36 | |
| Developed World ex-US 20/80 | 1.36 | May 26 | 1.69 | 0.53 | 2.62 | ||
| One-Decision Portfolio | Marvin Appel | 1.35 | May 26 | 4.85 | 3.18 | 5.54 | |
| Eliminate Fat Tails | Larry Swedroe | 1.34 | May 26 | 4.00 | 3.19 | 6.12 | |
| Golden Ratio Portfolio | Frank Vasquez | 1.34 | May 26 | 4.32 | 1.83 | 7.00 | |
| Seven Value | Scott Burns | 1.32 | May 26 | 4.05 | 5.65 | 11.44 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | 1.25 | May 26 | 3.49 | 2.79 | 7.01 | |
| Margherita Portfolio | Davide Pisicchio | 1.21 | May 26 | 3.45 | 1.22 | 4.39 | |
| Five Asset | Roger Gibson | 1.17 | May 26 | 6.88 | 8.86 | 14.17 | |
| Sheltered Sam 40/60 | Bill Bernstein | 1.13 | May 26 | 3.49 | 2.30 | 6.01 | |
| Dynamic 60/40 Income | The Lazy Team | 1.11 | May 26 | 4.95 | 2.56 | 4.67 | |
| Six Ways from Sunday | Scott Burns | 1.10 | May 26 | 3.82 | 5.92 | 11.27 | |
| Gold Pivot Ptf | Aim Ways | 1.07 | May 26 | 2.14 | -0.63 | 6.99 | |
| All Country World 20/80 | 0.99 | May 26 | 2.26 | 0.80 | 1.99 | ||
| Dynamic 40/60 Income | The Lazy Team | 0.98 | May 26 | 3.71 | 1.21 | 2.95 | |
| LifeStrategy Income Fund | Vanguard | 0.94 | May 26 | 1.98 | 0.77 | 1.99 | |
| Edge Select Conservative | Merrill Lynch | 0.91 | May 26 | 2.03 | 1.14 | 2.89 | |
| PISI Portfolio | Davide Pisicchio | 0.89 | May 26 | 2.79 | 0.70 | 3.56 | |
| Marc Faber Portfolio | Marc Faber | 0.85 | May 26 | 4.14 | 1.67 | 9.52 | |
| Desert Portfolio | Gyroscopic Investing | 0.85 | May 26 | 2.83 | 0.73 | 3.90 | |
| Golden Butterfly 2x Leveraged | Tyler | 0.84 | May 26 | 7.11 | 0.78 | 12.89 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | 0.83 | May 26 | 3.07 | 0.79 | 2.87 | |
| Sheltered Sam 30/70 | Bill Bernstein | 0.82 | May 26 | 2.76 | 1.86 | 4.79 | |
| Stocks/Bonds 20/80 | 0.81 | May 26 | 2.13 | 0.86 | 1.64 | ||
| Robo Advisor 20 Value Tilt | Betterment | 0.78 | May 26 | 2.03 | 1.09 | 3.00 | |
| Ivy Portfolio | Mebane Faber | 0.77 | May 26 | 6.68 | 10.55 | 15.90 | |
| Rob Arnott Portfolio | Rob Arnott | 0.74 | May 26 | 3.66 | 4.36 | 6.64 | |
| All Weather Portfolio | Ray Dalio | 0.71 | May 26 | 3.20 | 2.83 | 5.06 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | 0.71 | May 26 | 3.33 | 2.55 | 3.80 | |
| Weird Portfolio | Value Stock Geek | 0.62 | May 26 | 4.35 | 2.12 | 10.82 | |
| Golden Butterfly | Tyler | 0.62 | May 26 | 3.38 | 1.16 | 7.83 | |
| Total Bond Developed World ex-US | 0.61 | May 26 | 0.23 | -0.41 | -0.59 | ||
| Golden Butterfly with Bitcoin | Tyler | 0.60 | May 26 | 3.61 | 1.22 | 6.80 | |
| 7Twelve Portfolio | Craig Israelsen | 0.60 | May 26 | 5.79 | 9.11 | 14.02 | |
| Aggressive Global Income | The Lazy Team | 0.58 | May 26 | 4.48 | 4.52 | 12.05 | |
| Larry Portfolio | Larry Swedroe | 0.57 | May 26 | 2.85 | 1.86 | 5.26 | |
| Sheltered Sam 20/80 | Bill Bernstein | 0.52 | May 26 | 2.02 | 1.43 | 3.58 | |
| Permanent Portfolio | Harry Browne | 0.51 | May 26 | 1.91 | -0.19 | 5.50 | |
| Permanent Portfolio with Bitcoin | Harry Browne | 0.50 | May 26 | 2.14 | -0.13 | 4.50 | |
| Paul Boyer Portfolio | Paul Boyer | 0.45 | May 26 | 2.32 | 0.71 | 8.07 | |
| High Yield Bonds Income | The Lazy Team | 0.39 | May 26 | 1.52 | 0.21 | 1.41 | |
| Robo Advisor 10 Value Tilt | Betterment | 0.38 | May 26 | 1.11 | 0.66 | 2.08 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | 0.35 | May 26 | 3.40 | -2.81 | 8.02 | |
| Simplified Permanent Portfolio | The Lazy Team | 0.30 | May 26 | 1.98 | -0.27 | 5.71 | |
| Dimensional Retirement Income Fund | DFA | 0.27 | May 22 | 2.35 | 1.59 | 3.12 | |
| US Cash | 0.26 | May 26 | 0.29 | 0.85 | 1.78 | ||
| All Country World Bonds | 0.22 | May 26 | 0.53 | -0.07 | 0.30 | ||
| Sheltered Sam 10/90 | Bill Bernstein | 0.22 | May 26 | 1.29 | 0.99 | 2.37 | |
| Conservative Income | Charles Schwab | 0.11 | May 26 | 0.88 | 0.77 | 1.49 | |
| Short Term Treasury | -0.03 | May 26 | 0.19 | 0.25 | 1.20 | ||
| Robo Advisor 0 | Betterment | -0.04 | May 26 | 0.20 | 0.24 | 1.19 | |
| Total Bond US | -0.07 | May 26 | 0.15 | -0.01 | 0.50 | ||
| Sheltered Sam 0/100 | Bill Bernstein | -0.08 | May 26 | 0.55 | 0.54 | 1.15 | |
| US Inflation Protection | -0.16 | May 26 | 1.09 | 0.98 | 1.09 | ||
| Cape US Sector Value | Robert Shiller | -0.31 | May 26 | 5.50 | -1.21 | 3.92 | |
| 10-year Treasury | -0.41 | May 26 | -0.15 | -0.06 | -0.07 | ||
| Cockroach Portfolio | Tony Dong | -1.00 | May 26 | 0.59 | 0.03 | 7.51 | |
| Gold | -2.28 | May 26 | -1.54 | -4.78 | 15.09 | ||
