Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 22 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 May 26
Ticker Asset Class Jun 26â–ľ Time(ET) 1M 3M 6M
EEM
Emerging Markets 4.34 Jun 22 7.20 9.62 28.10
VPL
Pacific 3.95 Jun 22 8.25 6.62 31.36
IJR
US Small Cap 3.63 Jun 22 1.14 7.08 15.43
CWB
US Convertible Bonds 2.29 Jun 22 7.12 14.98 20.34
EFA
EAFE Stocks 1.37 Jun 22 2.42 -0.55 12.09
VNQ
US REITs 0.93 Jun 22 -0.65 1.08 6.86
TLT
US Long Term Treasuries 0.78 Jun 22 0.53 -4.53 -2.79
VGK
Europe 0.50 Jun 22 2.15 -0.82 10.72
EMB
Emerg. Market Bonds 0.39 Jun 22 1.09 -0.01 2.25
BIL
US Cash 0.20 Jun 22 0.32 0.90 1.81
BNDX
International Bonds 0.11 Jun 22 0.82 -1.11 0.40
QQQ
US Technology 0.06 Jun 22 10.57 21.73 19.53
HYG
US High Yield Bonds 0.05 Jun 22 0.44 0.99 2.10
VT
World All Countries 0.01 Jun 22 4.58 7.20 13.39
BND
US Total Bond Market -0.10 Jun 22 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds -0.15 Jun 22 0.86 -0.95 0.02
TIP
US TIPS -0.90 Jun 22 0.19 -0.10 1.06
VTI
US Total Stock Market -1.00 Jun 22 5.18 10.31 11.44
SPY
US Large Cap -1.34 Jun 22 5.26 10.58 11.33
PFF
US Preferred Stocks -1.85 Jun 22 0.80 1.50 4.40
FLLA
Latin America -2.53 Jun 22 -4.91 -4.98 15.85
DBC
Commodities -7.02 Jun 22 -5.21 17.45 32.14
GLD
Gold -7.80 Jun 22 -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 9.43 Jun 22 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 7.53 Jun 22 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 5.62 Jun 22 7.16 14.40 16.05
Emerging Markets Stocks 4.34 Jun 22 7.20 9.62 28.10
Developed World ex-US Stocks Momentum 3.99 Jun 22 1.81 0.28 13.19
Stocks/Bonds 40/60 Momentum 3.71 Jun 22 4.98 9.14 10.75
Berkshire Hathaway Warren Buffett 3.31 Jun 22 -0.14 -6.09 -7.69
Developed World ex-US 60/40 Momentum 2.44 Jun 22 1.43 -0.25 8.19
Robust Alpha Architect 2.31 Jun 22 2.80 9.90 16.53
Stocks/Bonds 20/80 Momentum 1.81 Jun 22 2.69 3.91 5.46
Developed World ex-US 40/60 Momentum 1.66 Jun 22 1.23 -0.52 5.64
Family Taxable Portfolio Ted Aronson 1.47 Jun 22 3.59 5.11 13.35
Developed World ex-US Stocks 1.39 Jun 22 4.32 2.35 18.74
Ideal Index Frank Armstrong 1.35 Jun 22 1.92 2.94 10.48
Sheltered Sam 100/0 Bill Bernstein 1.30 Jun 22 2.81 4.31 14.38
Robo Advisor 100 Value Tilt Betterment 1.20 Jun 22 3.85 5.49 14.50
Developed World ex-US 80/20 1.14 Jun 22 3.67 1.71 15.14
Sheltered Sam 90/10 Bill Bernstein 1.12 Jun 22 2.57 3.89 13.03
Robo Advisor 90 Value Tilt Betterment 1.11 Jun 22 4.03 5.62 14.86
Ultimate Buy and Hold Strategy Paul Merriman 1.07 Jun 22 2.76 3.80 15.05
No Brainer Portfolio Bill Bernstein 1.02 Jun 22 2.62 5.09 11.19
Coffeehouse Bill Schultheis 1.02 Jun 22 1.46 2.62 8.00
Robo Advisor 80 Value Tilt Betterment 1.00 Jun 22 3.69 4.91 13.35
Eliminate Fat Tails Larry Swedroe 0.95 Jun 22 1.55 2.95 7.54
Sheltered Sam 80/20 Bill Bernstein 0.94 Jun 22 2.31 3.46 11.69
Coward's Portfolio Bill Bernstein 0.94 Jun 22 2.19 3.72 9.48
Developed World ex-US 60/40 0.88 Jun 22 3.00 1.05 11.50
Mid-Twenties Burton Malkiel 0.78 Jun 22 3.77 5.52 12.40
Sheltered Sam 70/30 Bill Bernstein 0.77 Jun 22 2.05 3.03 10.34
Big Rocks Portfolio Larry Swedroe 0.76 Jun 22 1.51 2.75 8.76
US Stocks Equal Weight 0.76 Jun 22 2.65 2.32 9.93
Long Term Portfolio Ben Stein 0.76 Jun 22 2.91 4.85 11.39
Late Thirties to Early Forties Burton Malkiel 0.75 Jun 22 3.62 5.25 11.82
Gone Fishin' Portfolio Alexander Green 0.72 Jun 22 2.86 3.25 12.80
Mid-Fifties Burton Malkiel 0.71 Jun 22 3.22 4.59 10.67
Robo Advisor 50 Value Tilt Betterment 0.66 Jun 22 2.36 2.44 7.90
Gretchen Tai Portfolio Gretchen Tai 0.64 Jun 22 3.40 4.24 11.76
Developed World ex-US 40/60 0.63 Jun 22 2.30 0.36 7.84
Late Sixties and Beyond Burton Malkiel 0.60 Jun 22 2.59 3.69 8.78
Sheltered Sam 60/40 Bill Bernstein 0.59 Jun 22 1.79 2.59 9.00
European Stocks 0.50 Jun 22 2.15 -0.82 10.72
Ultimate Buy&Hold FundAdvice 0.45 Jun 22 1.63 1.90 9.01
Sheltered Sam 50/50 Bill Bernstein 0.41 Jun 22 1.53 2.15 7.65
Edge Select Aggressive Merrill Lynch 0.40 Jun 22 4.28 6.84 12.37
Tilt Toward Value Time Money Inc 0.38 Jun 22 2.18 3.05 7.70
Global Market Portfolio Credit Suisse 0.37 Jun 22 2.43 2.01 6.31
Developed World ex-US 20/80 0.37 Jun 22 1.58 -0.36 4.14
US Stocks Quality 0.34 Jun 22 3.98 5.41 9.36
Aggressive Global Income The Lazy Team 0.28 Jun 22 0.49 1.08 9.71
Perfect Portfolio Ben Stein 0.28 Jun 22 3.60 6.00 13.43
Sheltered Sam 40/60 Bill Bernstein 0.24 Jun 22 1.25 1.70 6.30
Larry Portfolio Larry Swedroe 0.22 Jun 22 0.86 0.64 5.18
Edge Select Conservative Merrill Lynch 0.22 Jun 22 1.21 1.03 3.58
Five Fold Scott Burns 0.22 Jun 22 1.89 2.57 7.50
Edge Select Moderately Aggressive Merrill Lynch 0.20 Jun 22 3.68 5.57 10.11
Lazy Portfolio David Swensen 0.20 Jun 22 2.41 3.93 8.98
US Cash 0.20 Jun 22 0.32 0.90 1.81
Simple Money Portfolio Tim Maurer 0.19 Jun 22 1.47 1.33 8.33
Robo Advisor 20 Value Tilt Betterment 0.17 Jun 22 1.06 0.81 3.66
One-Decision Portfolio Marvin Appel 0.16 Jun 22 1.30 3.06 5.79
Simple and Cheap Time Money Inc 0.16 Jun 22 2.46 3.22 7.73
Seven Value Scott Burns 0.14 Jun 22 0.67 2.42 10.90
High Yield Bonds Income The Lazy Team 0.14 Jun 22 0.90 0.25 1.59
LifeStrategy Growth Fund Vanguard 0.13 Jun 22 3.83 5.50 11.12
JP Morgan Balanced Portfolio JP Morgan 0.13 Jun 22 1.90 4.47 9.85
Edge Select Moderate Merrill Lynch 0.12 Jun 22 2.90 4.05 7.83
Yale Endowment David Swensen 0.12 Jun 22 2.49 3.85 9.21
Sandwich Portfolio Bob Clyatt 0.12 Jun 22 2.19 3.02 7.85
Total Bond Developed World ex-US 0.11 Jun 22 0.82 -1.11 0.40
LifeStrategy Moderate Growth Vanguard 0.09 Jun 22 3.02 3.85 8.41
US Stocks Value 0.07 Jun 22 1.86 2.97 8.39
Andrew Tobias Portfolio Andrew Tobias 0.06 Jun 22 2.61 3.09 8.19
Three Funds Bogleheads 0.06 Jun 22 3.83 5.64 10.98
Sheltered Sam 30/70 Bill Bernstein 0.06 Jun 22 0.98 1.25 4.96
Technology 0.06 Jun 22 10.57 21.73 19.53
Nano Portfolio John Wasik 0.06 Jun 22 1.49 1.83 6.43
LifeStrategy Conservative Growth Vanguard 0.05 Jun 22 2.18 2.17 5.69
All Country World Bonds 0.05 Jun 22 0.59 -1.05 0.58
All Country World 20/80 0.04 Jun 22 1.43 0.64 3.14
Core Four Rick Ferri 0.04 Jun 22 3.43 5.35 10.28
Four Square Scott Burns 0.04 Jun 22 2.56 2.96 7.60
All Country World 40/60 0.03 Jun 22 2.25 2.31 5.71
Pinwheel Tyler 0.03 Jun 22 1.79 1.51 10.00
All Country World 60/40 0.02 Jun 22 3.05 3.96 8.27
All Country World 80/20 0.01 Jun 22 3.82 5.59 10.83
LifeStrategy Income Fund Vanguard 0.01 Jun 22 1.32 0.47 2.97
All Country World Stocks 0.01 Jun 22 4.58 7.20 13.39
Margaritaville Scott Burns 0.00 Jun 22 3.13 4.34 10.00
Lifepath Fund iShares 0.00 Jun 22 1.97 2.38 5.66
Robo Advisor 10 Value Tilt Betterment -0.01 Jun 22 0.58 0.29 2.24
Edge Select Moderately Conservative Merrill Lynch -0.02 Jun 22 2.21 2.55 5.49
Four Funds Bogleheads -0.02 Jun 22 3.81 5.76 11.07
Second Grader's Starter Paul Farrell -0.03 Jun 22 4.30 6.78 12.11
Talmud Portfolio Roger Gibson -0.06 Jun 22 1.60 3.30 6.20
Dedalo Eleven Dedalo Invest -0.07 Jun 22 4.30 6.56 11.85
Conservative Income Charles Schwab -0.10 Jun 22 0.26 -0.25 1.23
Total Bond US -0.10 Jun 22 0.28 -1.32 0.18
Sheltered Sam 20/80 Bill Bernstein -0.12 Jun 22 0.70 0.78 3.61
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.14 Jun 22 2.98 4.35 9.22
Short Term Treasury -0.18 Jun 22 0.08 -0.20 0.83
Robo Advisor 0 Betterment -0.19 Jun 22 0.08 -0.25 0.81
Stocks/Bonds 20/80 -0.28 Jun 22 1.30 0.99 2.43
Sheltered Sam 10/90 Bill Bernstein -0.29 Jun 22 0.41 0.32 2.27
10-year Treasury -0.35 Jun 22 -0.02 -2.49 -1.06
Six Ways from Sunday Scott Burns -0.37 Jun 22 0.37 2.34 10.65
Dynamic 60/40 Income The Lazy Team -0.41 Jun 22 1.17 2.72 5.16
Stocks/Bonds 40/60 -0.46 Jun 22 2.31 3.31 4.68
Sheltered Sam 0/100 Bill Bernstein -0.47 Jun 22 0.12 -0.16 0.92
Dimensional Retirement Income Fund DFA -0.50 Jun 22 0.97 1.52 3.84
Pepperoni Portfolio Davide Pisicchio -0.51 Jun 22 4.09 7.55 8.63
7Twelve Portfolio Craig Israelsen -0.51 Jun 22 -0.21 6.30 13.14
Dynamic 40/60 Income The Lazy Team -0.52 Jun 22 1.55 2.52 4.20
Dedalo Four Dedalo Invest -0.53 Jun 22 4.20 7.24 9.73
GAA Global Asset Allocation Mebane Faber -0.53 Jun 22 1.63 2.16 8.09
Rob Arnott Portfolio Rob Arnott -0.57 Jun 22 0.56 2.46 6.65
Stocks/Bonds 60/40 -0.64 Jun 22 3.29 5.64 6.93
Ulcer Free Strategy Aim Ways -0.65 Jun 22 2.46 1.56 6.09
Stocks/Bonds 40/60 with Bitcoin -0.65 Jun 22, 08:00PM 2.20 3.39 4.19
Diavola Portfolio Davide Pisicchio -0.67 Jun 22 6.08 11.98 12.34
Dedalo Three Dedalo Invest -0.70 Jun 22 5.00 9.36 12.03
Stocks/Bonds 40/60 ESG -0.74 Jun 22 2.84 4.19 4.53
Simple Path to Wealth JL Collins -0.78 Jun 22 4.01 7.39 8.62
Paul Boyer Portfolio Paul Boyer -0.80 Jun 22 0.90 -2.83 7.03
Stocks/Bonds 80/20 -0.82 Jun 22 4.25 7.97 9.18
Stocks/Bonds 60/40 with Bitcoin -0.83 Jun 22, 08:00PM 3.18 5.73 6.44
US Inflation Protection -0.90 Jun 22 0.19 -0.10 1.06
Capricciosa Portfolio Davide Pisicchio -0.91 Jun 22 2.97 4.49 7.10
Talmud Portfolio 2x Leveraged Roger Gibson -0.93 Jun 22 2.38 4.27 8.95
Couch Potato Scott Burns -0.95 Jun 22 2.74 5.09 6.25
US Stocks -1.00 Jun 22 5.18 10.31 11.44
Stocks/Bonds 60/40 ESG -1.01 Jun 22 4.11 7.05 6.76
Odd-Stats Strategy Aim Ways -1.03 Jun 22 2.69 2.17 6.08
Five Asset Roger Gibson -1.04 Jun 22 0.38 6.18 13.67
Aim comfortable trip Aim Ways -1.04 Jun 22 1.63 -0.09 7.31
Weird Portfolio Value Stock Geek -1.15 Jun 22 0.58 -2.21 8.53
All Weather Portfolio Ray Dalio -1.16 Jun 22 1.12 1.14 5.31
Margherita Portfolio Davide Pisicchio -1.18 Jun 22 1.84 1.46 5.26
Golden Butterfly Tyler -1.20 Jun 22 1.08 -0.78 6.76
Warren Buffett Portfolio Warren Buffett -1.21 Jun 22 4.90 9.70 9.92
All Weather Portfolio with Bitcoin Ray Dalio -1.21 Jun 22, 08:00PM 1.15 1.27 4.53
Cockroach Portfolio Tony Dong -1.24 Jun 22 -1.34 -7.46 1.70
Four Seasons Portfolio Davide Pisicchio -1.25 Jun 22 2.37 2.62 6.44
Ivy Portfolio Mebane Faber -1.25 Jun 22 -0.35 7.24 14.63
Golden Butterfly with Bitcoin Tyler -1.25 Jun 22, 08:00PM 1.06 -0.33 6.22
PISI Portfolio Davide Pisicchio -1.27 Jun 22 1.52 0.07 3.75
Desert Portfolio Gyroscopic Investing -1.31 Jun 22 1.38 0.45 4.08
In Saecula Saeculorum Fulvio Marchese -1.34 Jun 22 2.36 2.26 5.86
Desert Portfolio with Bitcoin Gyroscopic Investing -1.36 Jun 22, 08:00PM 1.36 0.93 3.54
Cape US Sector Value Robert Shiller -1.40 Jun 22 -0.98 -3.20 -0.60
Golden Ratio Portfolio Frank Vasquez -1.46 Jun 22 1.87 0.79 7.33
US Stocks ESG -1.54 Jun 22 6.58 12.89 11.23
Marc Faber Portfolio Marc Faber -1.63 Jun 22 0.88 -2.00 7.96
Stocks/Bonds 40/60 2x Leveraged -1.77 Jun 22 4.20 4.18 5.28
Permanent Portfolio Harry Browne -1.96 Jun 22 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -2.00 Jun 22, 08:00PM 1.11 -1.95 4.18
Shield Strategy Aim Ways -2.03 Jun 22 2.84 1.70 7.25
US Stocks Minimum Volatility -2.10 Jun 22 2.07 -0.83 2.17
All Weather Portfolio 2x Leveraged Ray Dalio -2.15 Jun 22 1.60 -2.09 6.76
Stocks/Bonds 60/40 2x Leveraged -2.26 Jun 22 6.32 9.36 10.07
Simplified Permanent Portfolio The Lazy Team -2.38 Jun 22 0.92 -2.68 4.40
Golden Butterfly 2x Leveraged Tyler -2.71 Jun 22 1.52 -3.40 9.66
Gold Pivot Ptf Aim Ways -2.73 Jun 22 1.65 -2.36 6.47
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.03 Jun 22 2.71 -1.64 4.33
Ark Tech Portfolio Cathie Wood -3.64 Jun 22 11.68 16.59 11.52
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -5.16 Jun 22 1.58 -7.25 5.01
Gold -7.80 Jun 22 -1.54 -13.77 7.54