Last Update - Jul 08 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 4.28 Jul 08 -9.57 -7.91 19.23
GLD
Gold 1.65 Jul 08 -11.68 -14.39 -7.05
VNQ
US REITs 0.38 Jul 08 1.65 9.67 11.11
PFF
US Preferred Stocks 0.34 Jul 08 -2.97 1.93 0.48
FLLA
Latin America 0.17 Jul 08 -2.93 -4.95 11.58
BIL
US Cash 0.09 Jul 08 0.27 0.88 1.74
HYG
US High Yield Bonds 0.07 Jul 08 0.09 2.05 1.69
SPY
US Large Cap -0.18 Jul 08 -1.03 15.12 10.09
EMB
Emerg. Market Bonds -0.26 Jul 08 0.43 4.05 2.38
TIP
US TIPS -0.30 Jul 08 -0.46 0.82 1.23
VGK
Europe -0.41 Jul 08 0.83 8.88 7.84
VTI
US Total Stock Market -0.48 Jul 08 -0.39 15.68 11.04
EFA
EAFE Stocks -0.50 Jul 08 0.69 8.64 9.89
BND
US Total Bond Market -0.64 Jul 08 0.27 0.70 0.75
VT
World All Countries -0.73 Jul 08 -0.38 13.88 11.93
LQD
US Invest. Grade Bonds -0.94 Jul 08 0.11 1.26 0.88
BNDX
International Bonds -1.01 Jul 08 0.44 1.50 1.38
TLT
US Long Term Treasuries -2.02 Jul 08 1.17 0.85 1.03
CWB
US Convertible Bonds -2.86 Jul 08 -0.12 18.26 21.63
VPL
Pacific -3.10 Jul 08 -0.39 18.38 27.98
IJR
US Small Cap -3.12 Jul 08 7.28 19.67 23.98
EEM
Emerging Markets -3.19 Jul 08 0.24 21.09 25.69
QQQ
US Technology -3.39 Jul 08 -0.15 27.73 20.16
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
Gold 1.65 Jul 08 -11.68 -14.39 -7.05
US Stocks Minimum Volatility 1.23 Jul 08 0.17 4.34 3.19
Cockroach Portfolio Tony Dong 0.96 Jul 08 -0.36 -1.11 2.44
US Stocks Value 0.64 Jul 08 0.23 8.17 8.27
Ivy Portfolio Mebane Faber 0.55 Jul 08 -2.10 4.08 12.29
Five Asset Roger Gibson 0.43 Jul 08 -1.89 5.27 11.37
Cape US Sector Value Robert Shiller 0.43 Jul 08 0.89 5.40 0.88
Six Ways from Sunday Scott Burns 0.33 Jul 08 -0.71 3.45 9.96
Aggressive Global Income The Lazy Team 0.31 Jul 08 1.12 6.17 10.31
Seven Value Scott Burns 0.27 Jul 08 -0.13 4.61 10.72
7Twelve Portfolio Craig Israelsen 0.12 Jul 08 -1.07 4.44 11.82
Marc Faber Portfolio Marc Faber 0.10 Jul 08 -2.51 2.42 4.70
US Cash 0.09 Jul 08 0.27 0.88 1.74
Dynamic 60/40 Income The Lazy Team 0.05 Jul 08 -0.29 5.88 4.98
Short Term Treasury -0.04 Jul 08 0.06 0.33 0.60
Robo Advisor 0 Betterment -0.05 Jul 08 0.06 0.34 0.58
Dynamic 40/60 Income The Lazy Team -0.07 Jul 08 -0.56 4.73 3.24
Berkshire Hathaway Warren Buffett -0.08 Jul 08 5.34 4.28 -0.79
Dimensional Retirement Income Fund DFA -0.09 Jul 07 -1.38 2.12 2.41
Simplified Permanent Portfolio The Lazy Team -0.11 Jul 08 -2.94 -0.10 0.97
Sheltered Sam 0/100 Bill Bernstein -0.14 Jul 08 -0.15 0.53 0.85
Warren Buffett Portfolio Warren Buffett -0.15 Jul 08 -0.86 13.83 8.95
Desert Portfolio with Bitcoin Gyroscopic Investing -0.15 Jul 08 -1.37 3.04 2.03
Permanent Portfolio with Bitcoin Harry Browne -0.15 Jul 08 -2.80 0.38 1.17
Desert Portfolio Gyroscopic Investing -0.19 Jul 08 -1.27 2.93 2.55
Permanent Portfolio Harry Browne -0.19 Jul 08 -2.70 0.29 1.69
Sheltered Sam 10/90 Bill Bernstein -0.21 Jul 08 0.04 1.75 2.23
Gold Pivot Ptf Aim Ways -0.21 Jul 08 -3.83 -0.15 1.67
Robo Advisor 10 Value Tilt Betterment -0.23 Jul 08 0.17 1.88 2.08
Talmud Portfolio Roger Gibson -0.25 Jul 08 0.51 8.59 7.63
US Stocks Equal Weight -0.27 Jul 08 2.28 11.29 11.98
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.28 Jul 08 -6.25 -1.53 -2.01
Sheltered Sam 20/80 Bill Bernstein -0.28 Jul 08 0.22 2.97 3.62
Conservative Portfolio Lyn Alden -0.29 Jul 08 -0.55 7.34 7.76
US Inflation Protection -0.30 Jul 08 -0.46 0.82 1.23
Rob Arnott Portfolio Rob Arnott -0.30 Jul 08 -0.92 3.28 6.15
Nano Portfolio John Wasik -0.31 Jul 08 0.36 7.04 6.80
Conservative Income Charles Schwab -0.31 Jul 08 0.21 1.35 1.70
Margherita Portfolio Davide Pisicchio -0.33 Jul 08 -1.29 4.00 3.78
Simple Money Portfolio Tim Maurer -0.33 Jul 08 0.64 6.53 7.86
US Stocks ESG -0.33 Jul 08 -1.14 18.04 9.84
Andrew Tobias Portfolio Andrew Tobias -0.34 Jul 08 0.12 8.11 7.17
Four Seasons Portfolio Davide Pisicchio -0.34 Jul 08 -1.32 5.54 4.89
Sheltered Sam 30/70 Bill Bernstein -0.35 Jul 08 0.40 4.18 5.00
In Saecula Saeculorum Fulvio Marchese -0.36 Jul 08 -1.28 5.50 4.44
Couch Potato Scott Burns -0.39 Jul 08 -0.42 8.08 6.13
Robo Advisor 20 Value Tilt Betterment -0.40 Jul 08 0.29 3.40 3.57
European Stocks -0.41 Jul 08 0.83 8.88 7.84
One-Decision Portfolio Marvin Appel -0.42 Jul 08 0.77 7.02 7.03
Stocks/Bonds 60/40 ESG -0.42 Jul 08 -0.61 10.80 6.17
Sheltered Sam 40/60 Bill Bernstein -0.42 Jul 08 0.58 5.39 6.38
High Yield Bonds Income The Lazy Team -0.42 Jul 08 0.22 2.66 1.86
Shield Strategy Aim Ways -0.45 Jul 08 -2.51 4.58 4.27
Stocks/Bonds 60/40 with Bitcoin -0.46 Jul 08 -0.46 9.19 6.14
Capricciosa Portfolio Davide Pisicchio -0.46 Jul 08 -0.75 7.86 6.29
Late Sixties and Beyond Burton Malkiel -0.46 Jul 08 0.54 9.83 9.28
Stocks/Bonds 40/60 ESG -0.46 Jul 08 -0.33 7.34 4.33
Aim comfortable trip Aim Ways -0.47 Jul 08 -1.09 3.64 5.22
PISI Portfolio Davide Pisicchio -0.47 Jul 08 -1.18 3.13 2.67
US Stocks -0.48 Jul 08 -0.39 15.68 11.04
Stocks/Bonds 40/60 with Bitcoin -0.49 Jul 08 -0.34 6.18 4.08
Weird Portfolio Value Stock Geek -0.49 Jul 08 -1.39 3.50 6.71
Sheltered Sam 50/50 Bill Bernstein -0.49 Jul 08 0.75 6.60 7.76
Edge Select Conservative Merrill Lynch -0.49 Jul 08 0.42 3.69 3.84
JP Morgan Balanced Portfolio JP Morgan -0.51 Jul 08 0.21 8.26 9.56
Stocks/Bonds 80/20 -0.51 Jul 08 -0.27 12.58 8.98
Yale Endowment David Swensen -0.52 Jul 08 0.14 9.53 9.21
Lazy Portfolio David Swensen -0.52 Jul 08 0.20 9.57 9.17
Simple Path to Wealth JL Collins -0.52 Jul 08 -0.23 11.81 8.46
Five Fold Scott Burns -0.54 Jul 08 0.29 7.90 7.86
Stocks/Bonds 60/40 -0.55 Jul 08 -0.14 9.54 6.92
All Weather Portfolio with Bitcoin Ray Dalio -0.55 Jul 08 -1.53 2.92 3.84
Talmud Portfolio 2x Leveraged Roger Gibson -0.55 Jul 08 -0.51 14.62 10.88
Perfect Portfolio Ben Stein -0.55 Jul 08 -0.40 10.70 11.89
Dedalo Three Dedalo Invest -0.56 Jul 08 -0.38 15.13 11.30
Sheltered Sam 60/40 Bill Bernstein -0.56 Jul 08 0.91 7.80 9.14
All Weather Portfolio Ray Dalio -0.56 Jul 08 -1.43 2.86 4.62
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.57 Jul 08 -0.03 9.73 8.77
Ultimate Buy&Hold FundAdvice -0.57 Jul 08 0.63 7.36 8.71
Stocks/Bonds 40/60 -0.58 Jul 08 -0.01 6.54 4.86
Pinwheel Tyler -0.58 Jul 08 -0.24 7.29 8.92
Big Rocks Portfolio Larry Swedroe -0.58 Jul 08 1.33 8.06 9.41
Stocks/Bonds 20/80 -0.61 Jul 08 0.13 3.59 2.81
Aggressive Portfolio Lyn Alden -0.61 Jul 08 -0.33 10.86 10.74
GAA Global Asset Allocation Mebane Faber -0.62 Jul 08 -1.11 4.63 6.82
Sandwich Portfolio Bob Clyatt -0.62 Jul 08 0.21 7.78 7.65
Sheltered Sam 70/30 Bill Bernstein -0.63 Jul 08 1.07 9.00 10.52
Core Four Rick Ferri -0.64 Jul 08 0.04 11.24 9.83
Total Bond US -0.64 Jul 08 0.27 0.70 0.75
Mid-Fifties Burton Malkiel -0.64 Jul 08 0.44 11.37 10.75
Dedalo Four Dedalo Invest -0.65 Jul 08 -0.23 12.31 9.33
Simple and Cheap Time Money Inc -0.65 Jul 08 0.20 8.37 7.70
Edge Select Moderately Conservative Merrill Lynch -0.67 Jul 08 0.04 6.14 5.31
Margaritaville Scott Burns -0.68 Jul 08 -0.22 9.50 8.96
Lifepath Fund iShares -0.69 Jul 08 0.23 6.28 5.71
Sheltered Sam 80/20 Bill Bernstein -0.70 Jul 08 1.23 10.20 11.90
All Country World Bonds -0.71 Jul 08 0.36 1.48 1.21
All Country World 20/80 -0.71 Jul 08 0.19 3.93 3.36
All Country World 40/60 -0.72 Jul 08 0.04 6.39 5.50
Four Funds Bogleheads -0.72 Jul 08 -0.16 11.52 10.08
Tilt Toward Value Time Money Inc -0.72 Jul 08 0.66 8.39 8.22
All Country World 60/40 -0.72 Jul 08 -0.11 8.87 7.64
All Country World 80/20 -0.72 Jul 08 -0.25 11.37 9.79
Golden Butterfly with Bitcoin Tyler -0.72 Jul 08 -1.17 3.48 4.78
All Country World Stocks -0.73 Jul 08 -0.38 13.88 11.93
Moderate Portfolio Lyn Alden -0.73 Jul 08 -0.26 10.06 9.93
Second Grader's Starter Paul Farrell -0.74 Jul 08 -0.16 13.02 11.06
Late Thirties to Early Forties Burton Malkiel -0.74 Jul 08 0.35 12.26 11.58
Odd-Stats Strategy Aim Ways -0.75 Jul 08 -0.85 6.19 5.62
Edge Select Moderate Merrill Lynch -0.75 Jul 08 0.09 8.54 7.49
Three Funds Bogleheads -0.75 Jul 08 -0.09 11.51 10.03
LifeStrategy Income Fund Vanguard -0.76 Jul 08 0.22 3.55 3.24
Four Square Scott Burns -0.77 Jul 08 -0.06 7.45 7.05
Golden Butterfly Tyler -0.77 Jul 08 -1.08 3.37 5.30
Sheltered Sam 90/10 Bill Bernstein -0.77 Jul 08 1.39 11.39 13.28
LifeStrategy Conservative Growth Vanguard -0.77 Jul 08 0.12 6.18 5.54
LifeStrategy Moderate Growth Vanguard -0.78 Jul 08 0.02 8.83 7.84
Edge Select Moderately Aggressive Merrill Lynch -0.79 Jul 08 -0.01 10.88 9.46
LifeStrategy Growth Fund Vanguard -0.79 Jul 08 -0.07 11.49 10.14
10-year Treasury -0.79 Jul 08 0.25 0.08 -0.06
Mid-Twenties Burton Malkiel -0.80 Jul 08 0.31 12.65 12.01
Ultimate Buy and Hold Strategy Paul Merriman -0.80 Jul 08 0.98 12.16 14.50
Long Term Portfolio Ben Stein -0.80 Jul 08 0.78 11.25 11.40
Dedalo Eleven Dedalo Invest -0.81 Jul 08 -0.20 12.55 10.87
Coward's Portfolio Bill Bernstein -0.82 Jul 08 1.25 9.14 10.17
Robo Advisor 50 Value Tilt Betterment -0.82 Jul 08 0.58 7.77 7.90
Pepperoni Portfolio Davide Pisicchio -0.83 Jul 08 -0.20 11.35 8.61
Sheltered Sam 100/0 Bill Bernstein -0.84 Jul 08 1.54 12.58 14.67
Golden Ratio Portfolio Frank Vasquez -0.85 Jul 08 -1.35 4.84 5.88
Ideal Index Frank Armstrong -0.87 Jul 08 1.58 9.63 11.23
Larry Portfolio Larry Swedroe -0.88 Jul 08 0.64 4.39 5.40
Paul Boyer Portfolio Paul Boyer -0.89 Jul 08 -1.57 1.62 4.85
Edge Select Aggressive Merrill Lynch -0.89 Jul 08 0.10 13.15 11.63
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.90 Jul 08 -3.00 4.64 1.79
Robo Advisor 100 Value Tilt Betterment -0.92 Jul 08 0.87 13.59 14.05
Coffeehouse Bill Schultheis -0.98 Jul 08 1.85 8.76 9.87
Stocks/Bonds 60/40 2x Leveraged -1.00 Jul 08 -1.68 17.07 9.32
Total Bond Developed World ex-US -1.01 Jul 08 0.44 1.50 1.38
Gretchen Tai Portfolio Gretchen Tai -1.01 Jul 08 0.24 10.70 10.97
Eliminate Fat Tails Larry Swedroe -1.02 Jul 08 1.16 6.83 8.49
Global Market Portfolio Credit Suisse -1.05 Jul 08 0.16 7.01 6.63
Robo Advisor 80 Value Tilt Betterment -1.06 Jul 08 0.55 11.94 12.70
Developed World ex-US 20/80 -1.07 Jul 08 0.30 3.61 4.07
Robo Advisor 90 Value Tilt Betterment -1.09 Jul 08 0.59 13.21 14.08
Developed World ex-US 40/60 -1.12 Jul 08 0.16 5.68 6.77
US Stocks Quality -1.14 Jul 08 2.01 14.60 10.91
No Brainer Portfolio Bill Bernstein -1.15 Jul 08 1.73 11.88 12.25
Ulcer Free Strategy Aim Ways -1.17 Jul 08 -1.22 4.31 5.07
Developed World ex-US 60/40 -1.17 Jul 08 0.04 7.74 9.46
Diavola Portfolio Davide Pisicchio -1.18 Jul 08 -0.28 17.01 12.23
All Weather Portfolio 2x Leveraged Ray Dalio -1.19 Jul 08 -2.77 2.23 5.86
Developed World ex-US 80/20 -1.22 Jul 08 -0.09 9.77 12.16
Stocks/Bonds 40/60 2x Leveraged -1.24 Jul 08 -1.06 10.91 5.57
Gone Fishin' Portfolio Alexander Green -1.24 Jul 08 0.49 10.16 11.73
Developed World ex-US Stocks -1.28 Jul 08 -0.20 11.77 14.85
Golden Butterfly 2x Leveraged Tyler -1.45 Jul 08 -1.34 7.28 7.87
Developed World ex-US 40/60 Momentum -1.65 Jul 08 1.12 5.84 5.80
Family Taxable Portfolio Ted Aronson -1.71 Jul 08 1.38 12.77 14.35
Ark Tech Portfolio Cathie Wood -1.73 Jul 08 2.06 29.22 15.91
Developed World ex-US 60/40 Momentum -1.97 Jul 08 1.43 8.00 8.01
Robust Alpha Architect -2.09 Jul 08 2.18 14.16 18.54
Stocks/Bonds 20/80 Momentum -2.14 Jul 08 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -2.61 Jul 08 2.04 12.32 12.44
Emerging Markets Stocks -3.19 Jul 08 0.24 21.09 25.69
Technology -3.39 Jul 08 -0.15 27.73 20.16
Stocks/Bonds 40/60 Momentum -3.65 Jul 08 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -5.15 Jul 08 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -6.66 Jul 08 7.28 34.26 29.94
US Stocks Momentum -8.16 Jul 08 8.68 43.01 37.24