Last Update - Jul 20 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 Jun 26
Ticker Asset Class Jul 26▾ Time(ET) 1M 3M 6M
DBC
Commodities 9.30 Jul 20 -9.57 -7.91 19.23
VNQ
US REITs 3.16 Jul 20 1.65 9.67 11.11
BIL
US Cash 0.21 Jul 20 0.27 0.88 1.74
HYG
US High Yield Bonds 0.10 Jul 20 0.09 2.05 1.69
PFF
US Preferred Stocks -0.09 Jul 20 -2.97 1.93 0.48
GLD
Gold -0.21 Jul 20 -11.68 -14.39 -7.05
TIP
US TIPS -0.30 Jul 20 -0.46 0.82 1.23
SPY
US Large Cap Blend -0.63 Jul 20 -1.03 15.12 10.09
BND
US Total Bond Market -0.66 Jul 20 0.27 0.70 0.75
EMB
Emerg. Market Bonds -0.70 Jul 20 0.43 4.05 2.38
VTI
US Total Stock Market -1.02 Jul 20 -0.39 15.68 11.04
BNDX
International Bonds -1.03 Jul 20 0.44 1.50 1.38
EFA
EAFE Stocks -1.26 Jul 20 0.69 8.64 9.89
LQD
US Invest. Grade Bonds -1.42 Jul 20 0.11 1.26 0.88
VT
World All Countries -1.69 Jul 20 -0.38 13.88 11.93
IJR
US Small Cap Blend -2.16 Jul 20 7.28 19.67 23.98
TLT
US Long Term Treasuries -2.57 Jul 20 1.17 0.85 1.03
QQQ
US Technology -5.48 Jul 20 -0.15 27.73 20.16
CWB
US Convertible Bonds -5.49 Jul 20 -0.12 18.26 21.63
EEM
Emerging Markets -7.09 Jul 20 0.24 21.09 25.69
IJH
US Mid Cap Blend not available 3.62 14.47 17.40
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 Jul 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 Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Ivy Portfolio Mebane Faber 1.82 Jul 20 -2.10 4.08 12.29
Five Asset Roger Gibson 1.54 Jul 20 -1.89 5.27 11.37
Six Ways from Sunday Scott Burns 1.15 Jul 20 -0.71 3.45 9.96
Aggressive Global Income The Lazy Team 1.12 Jul 20 1.12 6.17 10.31
US Stocks Value 1.09 Jul 20 0.23 8.17 8.27
7Twelve Portfolio Craig Israelsen 0.98 Jul 20 -1.07 4.44 11.82
Seven Value Scott Burns 0.92 Jul 20 -0.13 4.61 10.72
Cape US Sector Value Robert Shiller 0.88 Jul 20 0.89 5.40 0.88
Talmud Portfolio 2x Leveraged Roger Gibson 0.72 Jul 20 -0.51 14.62 10.88
Talmud Portfolio Roger Gibson 0.49 Jul 20 0.51 8.59 7.63
Dynamic 60/40 Income The Lazy Team 0.45 Jul 20 -0.29 5.88 4.98
One-Decision Portfolio Marvin Appel 0.23 Jul 20 0.77 7.02 7.03
US Cash 0.21 Jul 20 0.27 0.88 1.74
Cockroach Portfolio Tony Dong 0.13 Jul 20 -0.36 -1.11 2.44
Rob Arnott Portfolio Rob Arnott 0.11 Jul 20 -0.92 3.28 6.15
Short Term Treasury 0.10 Jul 20 0.06 0.33 0.60
Robo Advisor 0 Betterment 0.08 Jul 20 0.06 0.34 0.58
US Stocks Minimum Volatility 0.04 Jul 20 0.17 4.34 3.19
Nano Portfolio John Wasik -0.02 Jul 20 0.36 7.04 6.80
Marc Faber Portfolio Marc Faber -0.02 Jul 20 -2.51 2.42 4.70
Sheltered Sam 0/100 Bill Bernstein -0.06 Jul 20 -0.15 0.53 0.85
Weird Portfolio Value Stock Geek -0.06 Jul 20 -1.39 3.50 6.71
Sheltered Sam 10/90 Bill Bernstein -0.13 Jul 20 0.04 1.75 2.23
Simple Money Portfolio Tim Maurer -0.15 Jul 20 0.64 6.53 7.86
Conservative Income Charles Schwab -0.15 Jul 20 0.21 1.35 1.70
US Stocks Equal Weight -0.16 Jul 20 2.28 11.29 11.98
Sheltered Sam 20/80 Bill Bernstein -0.20 Jul 20 0.22 2.97 3.62
Gold -0.21 Jul 20 -11.68 -14.39 -7.05
Robo Advisor 10 Value Tilt Betterment -0.24 Jul 20 0.17 1.88 2.08
Sheltered Sam 30/70 Bill Bernstein -0.27 Jul 20 0.40 4.18 5.00
US Inflation Protection -0.30 Jul 20 -0.46 0.82 1.23
Big Rocks Portfolio Larry Swedroe -0.30 Jul 20 1.33 8.06 9.41
Dimensional Retirement Income Fund DFA -0.31 Jul 20 -1.38 2.12 2.41
Desert Portfolio with Bitcoin Gyroscopic Investing -0.32 Jul 20, 08:00PM -1.37 3.04 2.03
Dynamic 40/60 Income The Lazy Team -0.32 Jul 20 -0.56 4.73 3.24
Sheltered Sam 40/60 Bill Bernstein -0.34 Jul 20 0.58 5.39 6.38
Sheltered Sam 50/50 Bill Bernstein -0.41 Jul 20 0.75 6.60 7.76
Five Fold Scott Burns -0.44 Jul 20 0.29 7.90 7.86
JP Morgan Balanced Portfolio JP Morgan -0.44 Jul 20 0.21 8.26 9.56
Sheltered Sam 60/40 Bill Bernstein -0.48 Jul 20 0.91 7.80 9.14
Desert Portfolio Gyroscopic Investing -0.50 Jul 20 -1.27 2.93 2.55
Yale Endowment David Swensen -0.54 Jul 20 0.14 9.53 9.21
Robo Advisor 20 Value Tilt Betterment -0.55 Jul 20 0.29 3.40 3.57
Sheltered Sam 70/30 Bill Bernstein -0.55 Jul 20 1.07 9.00 10.52
Ultimate Buy&Hold FundAdvice -0.56 Jul 20 0.63 7.36 8.71
Warren Buffett Portfolio Warren Buffett -0.56 Jul 20 -0.86 13.83 8.95
Lazy Portfolio David Swensen -0.56 Jul 20 0.20 9.57 9.17
All Weather Portfolio with Bitcoin Ray Dalio -0.61 Jul 20, 08:00PM -1.53 2.92 3.84
Stocks/Bonds 40/60 with Bitcoin -0.62 Jul 20, 08:00PM -0.34 6.18 4.08
Sheltered Sam 80/20 Bill Bernstein -0.62 Jul 20 1.23 10.20 11.90
Coffeehouse Bill Schultheis -0.62 Jul 20 1.85 8.76 9.87
Conservative Portfolio Lyn Alden -0.63 Jul 20 -0.55 7.34 7.76
Couch Potato Scott Burns -0.66 Jul 20 -0.42 8.08 6.13
Total Bond US -0.66 Jul 20 0.27 0.70 0.75
Golden Butterfly with Bitcoin Tyler -0.67 Jul 20, 08:00PM -1.17 3.48 4.78
Pinwheel Tyler -0.67 Jul 20 -0.24 7.29 8.92
US Stocks ESG -0.67 Jul 20 -1.14 18.04 9.84
Edge Select Conservative Merrill Lynch -0.68 Jul 20 0.42 3.69 3.84
Sheltered Sam 90/10 Bill Bernstein -0.69 Jul 20 1.39 11.39 13.28
Stocks/Bonds 60/40 with Bitcoin -0.69 Jul 20, 08:00PM -0.46 9.19 6.14
Simplified Permanent Portfolio The Lazy Team -0.69 Jul 20 -2.94 -0.10 0.97
All Weather Portfolio Ray Dalio -0.69 Jul 20 -1.43 2.86 4.62
Stocks/Bonds 60/40 ESG -0.70 Jul 20 -0.61 10.80 6.17
Stocks/Bonds 40/60 ESG -0.71 Jul 20 -0.33 7.34 4.33
Permanent Portfolio with Bitcoin Harry Browne -0.72 Jul 20, 08:00PM -2.80 0.38 1.17
Andrew Tobias Portfolio Andrew Tobias -0.73 Jul 20 0.12 8.11 7.17
High Yield Bonds Income The Lazy Team -0.74 Jul 20 0.22 2.66 1.86
Stocks/Bonds 20/80 -0.74 Jul 20 0.13 3.59 2.81
Tilt Toward Value Time Money Inc -0.74 Jul 20 0.66 8.39 8.22
Aim comfortable trip Aim Ways -0.74 Jul 20 -1.09 3.64 5.22
Sheltered Sam 100/0 Bill Bernstein -0.76 Jul 20 1.54 12.58 14.67
10-year Treasury -0.76 Jul 20 0.25 0.08 -0.06
Larry Portfolio Larry Swedroe -0.78 Jul 20 0.64 4.39 5.40
Late Sixties and Beyond Burton Malkiel -0.79 Jul 20 0.54 9.83 9.28
All Country World Bonds -0.80 Jul 20 0.36 1.48 1.21
Margherita Portfolio Davide Pisicchio -0.80 Jul 20 -1.29 4.00 3.78
Stocks/Bonds 40/60 -0.81 Jul 20 -0.01 6.54 4.86
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.82 Jul 20 -0.03 9.73 8.77
Coward's Portfolio Bill Bernstein -0.84 Jul 20 1.25 9.14 10.17
In Saecula Saeculorum Fulvio Marchese -0.84 Jul 20 -1.28 5.50 4.44
Golden Butterfly Tyler -0.84 Jul 20 -1.08 3.37 5.30
PISI Portfolio Davide Pisicchio -0.85 Jul 20 -1.18 3.13 2.67
Ultimate Buy and Hold Strategy Paul Merriman -0.86 Jul 20 0.98 12.16 14.50
Sandwich Portfolio Bob Clyatt -0.87 Jul 20 0.21 7.78 7.65
Four Seasons Portfolio Davide Pisicchio -0.88 Jul 20 -1.32 5.54 4.89
Stocks/Bonds 60/40 -0.88 Jul 20 -0.14 9.54 6.92
Golden Ratio Portfolio Frank Vasquez -0.89 Jul 20 -1.35 4.84 5.88
Simple and Cheap Time Money Inc -0.89 Jul 20 0.20 8.37 7.70
Permanent Portfolio Harry Browne -0.90 Jul 20 -2.70 0.29 1.69
Simple Path to Wealth JL Collins -0.93 Jul 20 -0.23 11.81 8.46
GAA Global Asset Allocation Mebane Faber -0.94 Jul 20 -1.11 4.63 6.82
Stocks/Bonds 80/20 -0.95 Jul 20 -0.27 12.58 8.98
Capricciosa Portfolio Davide Pisicchio -0.95 Jul 20 -0.75 7.86 6.29
European Stocks -0.96 Jul 20 0.83 8.88 7.84
Long Term Portfolio Ben Stein -0.96 Jul 20 0.78 11.25 11.40
All Country World 20/80 -0.98 Jul 20 0.19 3.93 3.36
LifeStrategy Income Fund Vanguard -0.98 Jul 20 0.22 3.55 3.24
Lifepath Fund iShares -0.99 Jul 20 0.23 6.28 5.71
Ideal Index Frank Armstrong -1.01 Jul 20 1.58 9.63 11.23
US Stocks -1.02 Jul 20 -0.39 15.68 11.04
Total Bond Developed World ex-US -1.03 Jul 20 0.44 1.50 1.38
Core Four Rick Ferri -1.09 Jul 20 0.04 11.24 9.83
US Stocks Quality -1.13 Jul 20 2.01 14.60 10.91
Edge Select Moderately Conservative Merrill Lynch -1.14 Jul 20 0.04 6.14 5.31
All Country World 40/60 -1.16 Jul 20 0.04 6.39 5.50
LifeStrategy Conservative Growth Vanguard -1.19 Jul 20 0.12 6.18 5.54
Dedalo Four Dedalo Invest -1.19 Jul 20 -0.23 12.31 9.33
Perfect Portfolio Ben Stein -1.22 Jul 20 -0.40 10.70 11.89
Dedalo Three Dedalo Invest -1.23 Jul 20 -0.38 15.13 11.30
Mid-Fifties Burton Malkiel -1.23 Jul 20 0.44 11.37 10.75
Gold Pivot Ptf Aim Ways -1.25 Jul 20 -3.83 -0.15 1.67
Odd-Stats Strategy Aim Ways -1.29 Jul 20 -0.85 6.19 5.62
Aggressive Portfolio Lyn Alden -1.30 Jul 20 -0.33 10.86 10.74
Robo Advisor 50 Value Tilt Betterment -1.32 Jul 20 0.58 7.77 7.90
Four Square Scott Burns -1.33 Jul 20 -0.06 7.45 7.05
All Country World 60/40 -1.34 Jul 20 -0.11 8.87 7.64
Edge Select Moderate Merrill Lynch -1.38 Jul 20 0.09 8.54 7.49
Developed World ex-US 20/80 -1.39 Jul 20 0.30 3.61 4.07
LifeStrategy Moderate Growth Vanguard -1.40 Jul 20 0.02 8.83 7.84
Shield Strategy Aim Ways -1.40 Jul 20 -2.51 4.58 4.27
Pepperoni Portfolio Davide Pisicchio -1.42 Jul 20 -0.20 11.35 8.61
Eliminate Fat Tails Larry Swedroe -1.42 Jul 20 1.16 6.83 8.49
No Brainer Portfolio Bill Bernstein -1.42 Jul 20 1.73 11.88 12.25
Margaritaville Scott Burns -1.43 Jul 20 -0.22 9.50 8.96
Moderate Portfolio Lyn Alden -1.46 Jul 20 -0.26 10.06 9.93
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.46 Jul 20 -6.25 -1.53 -2.01
Late Thirties to Early Forties Burton Malkiel -1.50 Jul 20 0.35 12.26 11.58
Four Funds Bogleheads -1.50 Jul 20 -0.16 11.52 10.08
All Country World 80/20 -1.52 Jul 20 -0.25 11.37 9.79
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.53 Jul 20 -3.00 4.64 1.79
Three Funds Bogleheads -1.54 Jul 20 -0.09 11.51 10.03
Stocks/Bonds 60/40 2x Leveraged -1.57 Jul 20 -1.68 17.07 9.32
Second Grader's Starter Paul Farrell -1.58 Jul 20 -0.16 13.02 11.06
Stocks/Bonds 40/60 2x Leveraged -1.58 Jul 20 -1.06 10.91 5.57
All Weather Portfolio 2x Leveraged Ray Dalio -1.58 Jul 20 -2.77 2.23 5.86
Mid-Twenties Burton Malkiel -1.60 Jul 20 0.31 12.65 12.01
Edge Select Moderately Aggressive Merrill Lynch -1.60 Jul 20 -0.01 10.88 9.46
LifeStrategy Growth Fund Vanguard -1.60 Jul 20 -0.07 11.49 10.14
Global Market Portfolio Credit Suisse -1.64 Jul 20 0.16 7.01 6.63
Robo Advisor 100 Value Tilt Betterment -1.69 Jul 20 0.87 13.59 14.05
Berkshire Hathaway Warren Buffett -1.69 Jul 20 5.34 4.28 -0.79
Dedalo Eleven Dedalo Invest -1.69 Jul 20 -0.20 12.55 10.87
All Country World Stocks -1.69 Jul 20 -0.38 13.88 11.93
Developed World ex-US 40/60 -1.75 Jul 20 0.16 5.68 6.77
Gretchen Tai Portfolio Gretchen Tai -1.81 Jul 20 0.24 10.70 10.97
Paul Boyer Portfolio Paul Boyer -1.83 Jul 20 -1.57 1.62 4.85
Edge Select Aggressive Merrill Lynch -1.85 Jul 20 0.10 13.15 11.63
Robo Advisor 80 Value Tilt Betterment -1.90 Jul 20 0.55 11.94 12.70
Gone Fishin' Portfolio Alexander Green -1.95 Jul 20 0.49 10.16 11.73
Robo Advisor 90 Value Tilt Betterment -2.01 Jul 20 0.59 13.21 14.08
Ulcer Free Strategy Aim Ways -2.02 Jul 20 -1.22 4.31 5.07
Diavola Portfolio Davide Pisicchio -2.05 Jul 20 -0.28 17.01 12.23
Golden Butterfly 2x Leveraged Tyler -2.08 Jul 20 -1.34 7.28 7.87
Robust Alpha Architect -2.11 Jul 20 2.18 14.16 18.54
Developed World ex-US 60/40 -2.11 Jul 20 0.04 7.74 9.46
Developed World ex-US 40/60 Momentum -2.19 Jul 20 1.12 5.84 5.80
Developed World ex-US 80/20 -2.47 Jul 20 -0.09 9.77 12.16
Family Taxable Portfolio Ted Aronson -2.63 Jul 20 1.38 12.77 14.35
Developed World ex-US 60/40 Momentum -2.78 Jul 20 1.43 8.00 8.01
Developed World ex-US Stocks -2.84 Jul 20 -0.20 11.77 14.85
Stocks/Bonds 20/80 Momentum -2.88 Jul 20 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -3.94 Jul 20 2.04 12.32 12.44
Stocks/Bonds 40/60 Momentum -5.09 Jul 20 4.10 17.20 15.34
Technology -5.48 Jul 20 -0.15 27.73 20.16
Emerging Markets Stocks -7.09 Jul 20 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -7.30 Jul 20 5.76 25.66 22.64
Ark Tech Portfolio Cathie Wood -7.37 Jul 20 2.06 29.22 15.91
Stocks/Bonds 80/20 Momentum -9.51 Jul 20 7.28 34.26 29.94
US Stocks Momentum -11.72 Jul 20 8.68 43.01 37.24