Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 12 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
IJR
US Small Cap 3.61 Jun 12 1.14 7.08 15.43
VNQ
US REITs 2.94 Jun 12 -0.65 1.08 6.86
VGK
Europe 0.69 Jun 12 2.15 -0.82 10.72
TLT
US Long Term Treasuries 0.41 Jun 12 0.53 -4.53 -2.79
EMB
Emerg. Market Bonds 0.35 Jun 12 1.09 -0.01 2.25
EFA
EAFE Stocks 0.21 Jun 12 2.42 -0.55 12.09
BIL
US Cash 0.13 Jun 12 0.32 0.90 1.81
BNDX
International Bonds 0.09 Jun 12 0.82 -1.11 0.40
LQD
US Invest. Grade Bonds 0.06 Jun 12 0.86 -0.95 0.02
HYG
US High Yield Bonds 0.05 Jun 12 0.44 0.99 2.10
BND
US Total Bond Market 0.04 Jun 12 0.28 -1.32 0.18
TIP
US TIPS -0.29 Jun 12 0.19 -0.10 1.06
FLLA
Latin America -0.61 Jun 12 -4.91 -4.98 15.85
CWB
US Convertible Bonds -0.99 Jun 12 7.12 14.98 20.34
EEM
Emerging Markets -1.05 Jun 12 7.20 9.62 28.10
PFF
US Preferred Stocks -1.12 Jun 12 0.80 1.50 4.40
VT
World All Countries -1.16 Jun 12 4.58 7.20 13.39
VPL
Pacific -1.26 Jun 12 8.25 6.62 31.36
VTI
US Total Stock Market -1.66 Jun 12 5.18 10.31 11.44
SPY
US Large Cap -1.95 Jun 12 5.26 10.58 11.33
QQQ
US Technology -2.30 Jun 12 10.57 21.73 19.53
DBC
Commodities -3.15 Jun 12 -5.21 17.45 32.14
GLD
Gold -7.33 Jun 12 -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
Berkshire Hathaway Warren Buffett 2.98 Jun 12 -0.14 -6.09 -7.69
US Stocks Momentum 2.72 Jun 12 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 2.18 Jun 12 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 1.65 Jun 12 7.16 14.40 16.05
Cape US Sector Value Robert Shiller 1.51 Jun 12 -0.98 -3.20 -0.60
US Stocks Equal Weight 1.35 Jun 12 2.65 2.32 9.93
Aggressive Global Income The Lazy Team 1.32 Jun 12 0.49 1.08 9.71
Developed World ex-US Stocks Momentum 1.21 Jun 12 1.81 0.28 13.19
Stocks/Bonds 40/60 Momentum 1.11 Jun 12 4.98 9.14 10.75
Robust Alpha Architect 1.09 Jun 12 2.80 9.90 16.53
Coffeehouse Bill Schultheis 1.06 Jun 12 1.46 2.62 8.00
Sheltered Sam 100/0 Bill Bernstein 0.94 Jun 12 2.81 4.31 14.38
Sheltered Sam 90/10 Bill Bernstein 0.84 Jun 12 2.57 3.89 13.03
Ideal Index Frank Armstrong 0.82 Jun 12 1.92 2.94 10.48
Seven Value Scott Burns 0.78 Jun 12 0.67 2.42 10.90
Big Rocks Portfolio Larry Swedroe 0.78 Jun 12 1.51 2.75 8.76
Developed World ex-US 60/40 Momentum 0.76 Jun 12 1.43 -0.25 8.19
Sheltered Sam 80/20 Bill Bernstein 0.73 Jun 12 2.31 3.46 11.69
European Stocks 0.69 Jun 12 2.15 -0.82 10.72
Ultimate Buy and Hold Strategy Paul Merriman 0.68 Jun 12 2.76 3.80 15.05
US Stocks Quality 0.66 Jun 12 3.98 5.41 9.36
Sheltered Sam 70/30 Bill Bernstein 0.63 Jun 12 2.05 3.03 10.34
One-Decision Portfolio Marvin Appel 0.61 Jun 12 1.30 3.06 5.79
Stocks/Bonds 20/80 Momentum 0.57 Jun 12 2.69 3.91 5.46
Coward's Portfolio Bill Bernstein 0.57 Jun 12 2.19 3.72 9.48
Developed World ex-US 40/60 Momentum 0.54 Jun 12 1.23 -0.52 5.64
Sheltered Sam 60/40 Bill Bernstein 0.52 Jun 12 1.79 2.59 9.00
Six Ways from Sunday Scott Burns 0.51 Jun 12 0.37 2.34 10.65
US Stocks Value 0.48 Jun 12 1.86 2.97 8.39
Talmud Portfolio 2x Leveraged Roger Gibson 0.45 Jun 12 2.38 4.27 8.95
Talmud Portfolio Roger Gibson 0.44 Jun 12 1.60 3.30 6.20
Sheltered Sam 50/50 Bill Bernstein 0.42 Jun 12 1.53 2.15 7.65
Ultimate Buy&Hold FundAdvice 0.38 Jun 12 1.63 1.90 9.01
No Brainer Portfolio Bill Bernstein 0.36 Jun 12 2.62 5.09 11.19
Simple Money Portfolio Tim Maurer 0.34 Jun 12 1.47 1.33 8.33
Eliminate Fat Tails Larry Swedroe 0.33 Jun 12 1.55 2.95 7.54
Sheltered Sam 40/60 Bill Bernstein 0.31 Jun 12 1.25 1.70 6.30
Larry Portfolio Larry Swedroe 0.27 Jun 12 0.86 0.64 5.18
Nano Portfolio John Wasik 0.25 Jun 12 1.49 1.83 6.43
Sheltered Sam 30/70 Bill Bernstein 0.21 Jun 12 0.98 1.25 4.96
Tilt Toward Value Time Money Inc 0.17 Jun 12 2.18 3.05 7.70
Five Fold Scott Burns 0.17 Jun 12 1.89 2.57 7.50
High Yield Bonds Income The Lazy Team 0.16 Jun 12 0.90 0.25 1.59
Late Sixties and Beyond Burton Malkiel 0.15 Jun 12 2.59 3.69 8.78
Conservative Income Charles Schwab 0.15 Jun 12 0.26 -0.25 1.23
US Cash 0.13 Jun 12 0.32 0.90 1.81
Long Term Portfolio Ben Stein 0.12 Jun 12 2.91 4.85 11.39
All Country World Bonds 0.10 Jun 12 0.59 -1.05 0.58
Sheltered Sam 20/80 Bill Bernstein 0.10 Jun 12 0.70 0.78 3.61
Total Bond Developed World ex-US 0.09 Jun 12 0.82 -1.11 0.40
Family Taxable Portfolio Ted Aronson 0.08 Jun 12 3.59 5.11 13.35
Dynamic 60/40 Income The Lazy Team 0.04 Jun 12 1.17 2.72 5.16
Total Bond US 0.04 Jun 12 0.28 -1.32 0.18
Edge Select Conservative Merrill Lynch 0.02 Jun 12 1.21 1.03 3.58
Short Term Treasury 0.02 Jun 12 0.08 -0.20 0.83
Developed World ex-US 20/80 0.01 Jun 12 1.58 -0.36 4.14
Robo Advisor 20 Value Tilt Betterment 0.01 Jun 12 1.06 0.81 3.66
Robo Advisor 50 Value Tilt Betterment 0.01 Jun 12 2.36 2.44 7.90
Robo Advisor 0 Betterment 0.00 Jun 12 0.08 -0.25 0.81
Robo Advisor 10 Value Tilt Betterment 0.00 Jun 12 0.58 0.29 2.24
Sheltered Sam 10/90 Bill Bernstein 0.00 Jun 12 0.41 0.32 2.27
Robo Advisor 100 Value Tilt Betterment -0.04 Jun 12 3.85 5.49 14.50
Lazy Portfolio David Swensen -0.06 Jun 12 2.41 3.93 8.98
Developed World ex-US 40/60 -0.07 Jun 12 2.30 0.36 7.84
Yale Endowment David Swensen -0.07 Jun 12 2.49 3.85 9.21
Mid-Fifties Burton Malkiel -0.10 Jun 12 3.22 4.59 10.67
Sheltered Sam 0/100 Bill Bernstein -0.11 Jun 12 0.12 -0.16 0.92
JP Morgan Balanced Portfolio JP Morgan -0.14 Jun 12 1.90 4.47 9.85
Robo Advisor 80 Value Tilt Betterment -0.14 Jun 12 3.69 4.91 13.35
Developed World ex-US 60/40 -0.15 Jun 12 3.00 1.05 11.50
All Country World 20/80 -0.15 Jun 12 1.43 0.64 3.14
10-year Treasury -0.16 Jun 12 -0.02 -2.49 -1.06
Robo Advisor 90 Value Tilt Betterment -0.16 Jun 12 4.03 5.62 14.86
Cockroach Portfolio Tony Dong -0.17 Jun 12 -1.34 -7.46 1.70
Gone Fishin' Portfolio Alexander Green -0.17 Jun 12 2.86 3.25 12.80
LifeStrategy Income Fund Vanguard -0.18 Jun 12 1.32 0.47 2.97
Rob Arnott Portfolio Rob Arnott -0.20 Jun 12 0.56 2.46 6.65
Developed World ex-US 80/20 -0.23 Jun 12 3.67 1.71 15.14
Simple and Cheap Time Money Inc -0.23 Jun 12 2.46 3.22 7.73
Global Market Portfolio Credit Suisse -0.25 Jun 12 2.43 2.01 6.31
Sandwich Portfolio Bob Clyatt -0.25 Jun 12 2.19 3.02 7.85
Pinwheel Tyler -0.26 Jun 12 1.79 1.51 10.00
7Twelve Portfolio Craig Israelsen -0.26 Jun 12 -0.21 6.30 13.14
US Inflation Protection -0.29 Jun 12 0.19 -0.10 1.06
Stocks/Bonds 20/80 -0.30 Jun 12 1.30 0.99 2.43
Developed World ex-US Stocks -0.31 Jun 12 4.32 2.35 18.74
Lifepath Fund iShares -0.31 Jun 12 1.97 2.38 5.66
Late Thirties to Early Forties Burton Malkiel -0.31 Jun 12 3.62 5.25 11.82
Dimensional Retirement Income Fund DFA -0.36 Jun 12 0.97 1.52 3.84
Mid-Twenties Burton Malkiel -0.38 Jun 12 3.77 5.52 12.40
Gretchen Tai Portfolio Gretchen Tai -0.39 Jun 12 3.40 4.24 11.76
Weird Portfolio Value Stock Geek -0.40 Jun 12 0.58 -2.21 8.53
All Country World 40/60 -0.40 Jun 12 2.25 2.31 5.71
LifeStrategy Conservative Growth Vanguard -0.41 Jun 12 2.18 2.17 5.69
Five Asset Roger Gibson -0.41 Jun 12 0.38 6.18 13.67
Edge Select Moderately Conservative Merrill Lynch -0.45 Jun 12 2.21 2.55 5.49
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.45 Jun 12 2.98 4.35 9.22
Dynamic 40/60 Income The Lazy Team -0.47 Jun 12 1.55 2.52 4.20
Andrew Tobias Portfolio Andrew Tobias -0.48 Jun 12 2.61 3.09 8.19
Four Square Scott Burns -0.53 Jun 12 2.56 2.96 7.60
Ivy Portfolio Mebane Faber -0.55 Jun 12 -0.35 7.24 14.63
US Stocks Minimum Volatility -0.57 Jun 12 2.07 -0.83 2.17
Edge Select Moderate Merrill Lynch -0.58 Jun 12 2.90 4.05 7.83
Core Four Rick Ferri -0.61 Jun 12 3.43 5.35 10.28
LifeStrategy Moderate Growth Vanguard -0.64 Jun 12 3.02 3.85 8.41
Stocks/Bonds 40/60 -0.64 Jun 12 2.31 3.31 4.68
All Country World 60/40 -0.65 Jun 12 3.05 3.96 8.27
Perfect Portfolio Ben Stein -0.68 Jun 12 3.60 6.00 13.43
Margaritaville Scott Burns -0.74 Jun 12 3.13 4.34 10.00
GAA Global Asset Allocation Mebane Faber -0.79 Jun 12 1.63 2.16 8.09
Edge Select Moderately Aggressive Merrill Lynch -0.79 Jun 12 3.68 5.57 10.11
Stocks/Bonds 40/60 with Bitcoin -0.84 Jun 12, 08:00PM 2.20 3.39 4.19
LifeStrategy Growth Fund Vanguard -0.87 Jun 12 3.83 5.50 11.12
Edge Select Aggressive Merrill Lynch -0.87 Jun 12 4.28 6.84 12.37
Three Funds Bogleheads -0.90 Jun 12 3.83 5.64 10.98
All Country World 80/20 -0.91 Jun 12 3.82 5.59 10.83
Stocks/Bonds 40/60 ESG -0.91 Jun 12 2.84 4.19 4.53
Four Funds Bogleheads -0.93 Jun 12 3.81 5.76 11.07
Aim comfortable trip Aim Ways -0.95 Jun 12 1.63 -0.09 7.31
Couch Potato Scott Burns -0.98 Jun 12 2.74 5.09 6.25
Stocks/Bonds 60/40 -0.98 Jun 12 3.29 5.64 6.93
Golden Butterfly Tyler -0.98 Jun 12 1.08 -0.78 6.76
Odd-Stats Strategy Aim Ways -1.04 Jun 12 2.69 2.17 6.08
Golden Butterfly with Bitcoin Tyler -1.05 Jun 12, 08:00PM 1.06 -0.33 6.22
Emerging Markets Stocks -1.05 Jun 12 7.20 9.62 28.10
Second Grader's Starter Paul Farrell -1.07 Jun 12 4.30 6.78 12.11
Dedalo Eleven Dedalo Invest -1.11 Jun 12 4.30 6.56 11.85
All Weather Portfolio Ray Dalio -1.14 Jun 12 1.12 1.14 5.31
Pepperoni Portfolio Davide Pisicchio -1.15 Jun 12 4.09 7.55 8.63
All Country World Stocks -1.16 Jun 12 4.58 7.20 13.39
Stocks/Bonds 60/40 with Bitcoin -1.18 Jun 12, 08:00PM 3.18 5.73 6.44
Dedalo Four Dedalo Invest -1.18 Jun 12 4.20 7.24 9.73
Simple Path to Wealth JL Collins -1.23 Jun 12 4.01 7.39 8.62
All Weather Portfolio with Bitcoin Ray Dalio -1.25 Jun 12, 08:00PM 1.15 1.27 4.53
Capricciosa Portfolio Davide Pisicchio -1.29 Jun 12 2.97 4.49 7.10
Ulcer Free Strategy Aim Ways -1.29 Jun 12 2.46 1.56 6.09
PISI Portfolio Davide Pisicchio -1.31 Jun 12 1.52 0.07 3.75
Desert Portfolio Gyroscopic Investing -1.31 Jun 12 1.38 0.45 4.08
Stocks/Bonds 80/20 -1.32 Jun 12 4.25 7.97 9.18
Margherita Portfolio Davide Pisicchio -1.35 Jun 12 1.84 1.46 5.26
Golden Ratio Portfolio Frank Vasquez -1.37 Jun 12 1.87 0.79 7.33
Stocks/Bonds 60/40 ESG -1.37 Jun 12 4.11 7.05 6.76
Desert Portfolio with Bitcoin Gyroscopic Investing -1.38 Jun 12, 08:00PM 1.36 0.93 3.54
Paul Boyer Portfolio Paul Boyer -1.41 Jun 12 0.90 -2.83 7.03
Marc Faber Portfolio Marc Faber -1.41 Jun 12 0.88 -2.00 7.96
Four Seasons Portfolio Davide Pisicchio -1.50 Jun 12 2.37 2.62 6.44
In Saecula Saeculorum Fulvio Marchese -1.50 Jun 12 2.36 2.26 5.86
Dedalo Three Dedalo Invest -1.51 Jun 12 5.00 9.36 12.03
US Stocks -1.66 Jun 12 5.18 10.31 11.44
Diavola Portfolio Davide Pisicchio -1.66 Jun 12 6.08 11.98 12.34
Warren Buffett Portfolio Warren Buffett -1.76 Jun 12 4.90 9.70 9.92
All Weather Portfolio 2x Leveraged Ray Dalio -1.93 Jun 12 1.60 -2.09 6.76
Stocks/Bonds 40/60 2x Leveraged -1.93 Jun 12 4.20 4.18 5.28
Permanent Portfolio Harry Browne -2.11 Jun 12 1.14 -2.39 4.71
Permanent Portfolio with Bitcoin Harry Browne -2.18 Jun 12, 08:00PM 1.11 -1.95 4.18
US Stocks ESG -2.28 Jun 12 6.58 12.89 11.23
Shield Strategy Aim Ways -2.28 Jun 12 2.84 1.70 7.25
Technology -2.30 Jun 12 10.57 21.73 19.53
Simplified Permanent Portfolio The Lazy Team -2.33 Jun 12 0.92 -2.68 4.40
Golden Butterfly 2x Leveraged Tyler -2.52 Jun 12 1.52 -3.40 9.66
Stocks/Bonds 60/40 2x Leveraged -2.70 Jun 12 6.32 9.36 10.07
Gold Pivot Ptf Aim Ways -2.86 Jun 12 1.65 -2.36 6.47
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.99 Jun 12 2.71 -1.64 4.33
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -4.95 Jun 12 1.58 -7.25 5.01
Ark Tech Portfolio Cathie Wood -7.04 Jun 12 11.68 16.59 11.52
Gold -7.33 Jun 12 -1.54 -13.77 7.54