Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 04 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 May 26
Ticker Asset Class Jun 26â–ľ Time(ET) 1M 3M 6M
CWB
US Convertible Bonds 1.59 Jun 04 7.12 14.98 20.34
DBC
Commodities 1.36 Jun 04 -5.21 17.45 32.14
IJR
US Small Cap 1.15 Jun 04 1.14 7.08 15.43
EEM
Emerging Markets 0.73 Jun 04 7.20 9.62 28.10
VNQ
US REITs 0.42 Jun 04 -0.65 1.08 6.86
VPL
Pacific 0.41 Jun 04 8.25 6.62 31.36
QQQ
US Technology 0.31 Jun 04 10.57 21.73 19.53
VT
World All Countries 0.27 Jun 04 4.58 7.20 13.39
VTI
US Total Stock Market 0.23 Jun 04 5.18 10.31 11.44
EFA
EAFE Stocks 0.14 Jun 04 2.42 -0.55 12.09
TLT
US Long Term Treasuries 0.09 Jun 04 0.53 -4.53 -2.79
SPY
US Large Cap 0.08 Jun 04 5.26 10.58 11.33
EMB
Emerg. Market Bonds 0.08 Jun 04 1.09 -0.01 2.25
BIL
US Cash 0.02 Jun 04 0.32 0.90 1.81
BND
US Total Bond Market -0.07 Jun 04 0.28 -1.32 0.18
HYG
US High Yield Bonds -0.09 Jun 04 0.44 0.99 2.10
LQD
US Invest. Grade Bonds -0.09 Jun 04 0.86 -0.95 0.02
VGK
Europe -0.13 Jun 04 2.15 -0.82 10.72
TIP
US TIPS -0.14 Jun 04 0.19 -0.10 1.06
BNDX
International Bonds -0.28 Jun 04 0.82 -1.11 0.40
PFF
US Preferred Stocks -0.55 Jun 04 0.80 1.50 4.40
GLD
Gold -1.40 Jun 04 -1.54 -13.77 7.54
FLLA
Latin America -2.13 Jun 04 -4.91 -4.98 15.85
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 3.19 Jun 04 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 2.53 Jun 04 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 1.88 Jun 04 7.16 14.40 16.05
Developed World ex-US Stocks Momentum 1.44 Jun 04 1.81 0.28 13.19
Stocks/Bonds 40/60 Momentum 1.23 Jun 04 4.98 9.14 10.75
Robust Alpha Architect 1.22 Jun 04 2.80 9.90 16.53
Berkshire Hathaway Warren Buffett 1.06 Jun 04 -0.14 -6.09 -7.69
US Stocks Equal Weight 0.96 Jun 04 2.65 2.32 9.93
Seven Value Scott Burns 0.91 Jun 04 0.67 2.42 10.90
US Stocks Quality 0.85 Jun 04 3.98 5.41 9.36
Six Ways from Sunday Scott Burns 0.82 Jun 04 0.37 2.34 10.65
Developed World ex-US 60/40 Momentum 0.75 Jun 04 1.43 -0.25 8.19
Emerging Markets Stocks 0.73 Jun 04 7.20 9.62 28.10
Sheltered Sam 100/0 Bill Bernstein 0.69 Jun 04 2.81 4.31 14.38
7Twelve Portfolio Craig Israelsen 0.62 Jun 04 -0.21 6.30 13.14
Sheltered Sam 90/10 Bill Bernstein 0.61 Jun 04 2.57 3.89 13.03
Stocks/Bonds 20/80 Momentum 0.58 Jun 04 2.69 3.91 5.46
Ivy Portfolio Mebane Faber 0.56 Jun 04 -0.35 7.24 14.63
Talmud Portfolio 2x Leveraged Roger Gibson 0.56 Jun 04 2.38 4.27 8.95
Robo Advisor 100 Value Tilt Betterment 0.55 Jun 04 3.85 5.49 14.50
US Stocks Value 0.53 Jun 04 1.86 2.97 8.39
Sheltered Sam 80/20 Bill Bernstein 0.53 Jun 04 2.31 3.46 11.69
All Weather Portfolio 2x Leveraged Ray Dalio 0.49 Jun 04 1.60 -2.09 6.76
Robo Advisor 90 Value Tilt Betterment 0.47 Jun 04 4.03 5.62 14.86
Coffeehouse Bill Schultheis 0.47 Jun 04 1.46 2.62 8.00
Ideal Index Frank Armstrong 0.46 Jun 04 1.92 2.94 10.48
Sheltered Sam 70/30 Bill Bernstein 0.46 Jun 04 2.05 3.03 10.34
Five Asset Roger Gibson 0.44 Jun 04 0.38 6.18 13.67
Coward's Portfolio Bill Bernstein 0.43 Jun 04 2.19 3.72 9.48
No Brainer Portfolio Bill Bernstein 0.42 Jun 04 2.62 5.09 11.19
Developed World ex-US 40/60 Momentum 0.41 Jun 04 1.23 -0.52 5.64
Robo Advisor 80 Value Tilt Betterment 0.40 Jun 04 3.69 4.91 13.35
Sheltered Sam 60/40 Bill Bernstein 0.38 Jun 04 1.79 2.59 9.00
Family Taxable Portfolio Ted Aronson 0.38 Jun 04 3.59 5.11 13.35
Perfect Portfolio Ben Stein 0.36 Jun 04 3.60 6.00 13.43
Long Term Portfolio Ben Stein 0.35 Jun 04 2.91 4.85 11.39
Late Thirties to Early Forties Burton Malkiel 0.34 Jun 04 3.62 5.25 11.82
Mid-Fifties Burton Malkiel 0.33 Jun 04 3.22 4.59 10.67
Mid-Twenties Burton Malkiel 0.33 Jun 04 3.77 5.52 12.40
Big Rocks Portfolio Larry Swedroe 0.32 Jun 04 1.51 2.75 8.76
Late Sixties and Beyond Burton Malkiel 0.32 Jun 04 2.59 3.69 8.78
Edge Select Aggressive Merrill Lynch 0.32 Jun 04 4.28 6.84 12.37
Technology 0.31 Jun 04 10.57 21.73 19.53
Sheltered Sam 50/50 Bill Bernstein 0.31 Jun 04 1.53 2.15 7.65
All Country World Stocks 0.27 Jun 04 4.58 7.20 13.39
JP Morgan Balanced Portfolio JP Morgan 0.26 Jun 04 1.90 4.47 9.85
Tilt Toward Value Time Money Inc 0.24 Jun 04 2.18 3.05 7.70
Ultimate Buy and Hold Strategy Paul Merriman 0.24 Jun 04 2.76 3.80 15.05
Eliminate Fat Tails Larry Swedroe 0.24 Jun 04 1.55 2.95 7.54
Dedalo Three Dedalo Invest 0.24 Jun 04 5.00 9.36 12.03
Second Grader's Starter Paul Farrell 0.24 Jun 04 4.30 6.78 12.11
Sheltered Sam 40/60 Bill Bernstein 0.23 Jun 04 1.25 1.70 6.30
US Stocks 0.23 Jun 04 5.18 10.31 11.44
One-Decision Portfolio Marvin Appel 0.23 Jun 04 1.30 3.06 5.79
Edge Select Moderately Aggressive Merrill Lynch 0.22 Jun 04 3.68 5.57 10.11
Gone Fishin' Portfolio Alexander Green 0.21 Jun 04 2.86 3.25 12.80
Core Four Rick Ferri 0.21 Jun 04 3.43 5.35 10.28
Robo Advisor 50 Value Tilt Betterment 0.21 Jun 04 2.36 2.44 7.90
Diavola Portfolio Davide Pisicchio 0.21 Jun 04 6.08 11.98 12.34
Three Funds Bogleheads 0.21 Jun 04 3.83 5.64 10.98
Four Funds Bogleheads 0.20 Jun 04 3.81 5.76 11.07
Lazy Portfolio David Swensen 0.20 Jun 04 2.41 3.93 8.98
LifeStrategy Growth Fund Vanguard 0.20 Jun 04 3.83 5.50 11.12
Talmud Portfolio Roger Gibson 0.19 Jun 04 1.60 3.30 6.20
All Country World 80/20 0.19 Jun 04 3.82 5.59 10.83
Warren Buffett Portfolio Warren Buffett 0.17 Jun 04 4.90 9.70 9.92
Pepperoni Portfolio Davide Pisicchio 0.17 Jun 04 4.09 7.55 8.63
Aggressive Global Income The Lazy Team 0.17 Jun 04 0.49 1.08 9.71
Stocks/Bonds 80/20 0.17 Jun 04 4.25 7.97 9.18
Pinwheel Tyler 0.17 Jun 04 1.79 1.51 10.00
Yale Endowment David Swensen 0.16 Jun 04 2.49 3.85 9.21
Rob Arnott Portfolio Rob Arnott 0.15 Jun 04 0.56 2.46 6.65
Sheltered Sam 30/70 Bill Bernstein 0.15 Jun 04 0.98 1.25 4.96
Dedalo Eleven Dedalo Invest 0.15 Jun 04 4.30 6.56 11.85
Simple Path to Wealth JL Collins 0.15 Jun 04 4.01 7.39 8.62
Margaritaville Scott Burns 0.15 Jun 04 3.13 4.34 10.00
Gretchen Tai Portfolio Gretchen Tai 0.14 Jun 04 3.40 4.24 11.76
Edge Select Moderate Merrill Lynch 0.14 Jun 04 2.90 4.05 7.83
Dedalo Four Dedalo Invest 0.13 Jun 04 4.20 7.24 9.73
Simple and Cheap Time Money Inc 0.13 Jun 04 2.46 3.22 7.73
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.12 Jun 04 2.98 4.35 9.22
Five Fold Scott Burns 0.12 Jun 04 1.89 2.57 7.50
Nano Portfolio John Wasik 0.12 Jun 04 1.49 1.83 6.43
LifeStrategy Moderate Growth Vanguard 0.11 Jun 04 3.02 3.85 8.41
Andrew Tobias Portfolio Andrew Tobias 0.11 Jun 04 2.61 3.09 8.19
All Country World 60/40 0.11 Jun 04 3.05 3.96 8.27
Stocks/Bonds 60/40 0.11 Jun 04 3.29 5.64 6.93
US Stocks ESG 0.10 Jun 04 6.58 12.89 11.23
Developed World ex-US Stocks 0.10 Jun 04 4.32 2.35 18.74
Lifepath Fund iShares 0.09 Jun 04 1.97 2.38 5.66
Golden Ratio Portfolio Frank Vasquez 0.08 Jun 04 1.87 0.79 7.33
Sheltered Sam 20/80 Bill Bernstein 0.08 Jun 04 0.70 0.78 3.61
All Weather Portfolio Ray Dalio 0.08 Jun 04 1.12 1.14 5.31
GAA Global Asset Allocation Mebane Faber 0.07 Jun 04 1.63 2.16 8.09
Global Market Portfolio Credit Suisse 0.07 Jun 04 2.43 2.01 6.31
Capricciosa Portfolio Davide Pisicchio 0.06 Jun 04 2.97 4.49 7.10
Simple Money Portfolio Tim Maurer 0.06 Jun 04 1.47 1.33 8.33
US Stocks Minimum Volatility 0.06 Jun 04 2.07 -0.83 2.17
Ultimate Buy&Hold FundAdvice 0.06 Jun 04 1.63 1.90 9.01
Sandwich Portfolio Bob Clyatt 0.06 Jun 04 2.19 3.02 7.85
Robo Advisor 20 Value Tilt Betterment 0.05 Jun 04 1.06 0.81 3.66
Stocks/Bonds 60/40 ESG 0.05 Jun 04 4.11 7.05 6.76
Golden Butterfly Tyler 0.05 Jun 04 1.08 -0.78 6.76
Stocks/Bonds 40/60 0.05 Jun 04 2.31 3.31 4.68
Couch Potato Scott Burns 0.04 Jun 04 2.74 5.09 6.25
Four Square Scott Burns 0.04 Jun 04 2.56 2.96 7.60
Edge Select Conservative Merrill Lynch 0.04 Jun 04 1.21 1.03 3.58
All Country World 40/60 0.03 Jun 04 2.25 2.31 5.71
LifeStrategy Conservative Growth Vanguard 0.03 Jun 04 2.18 2.17 5.69
Edge Select Moderately Conservative Merrill Lynch 0.03 Jun 04 2.21 2.55 5.49
Stocks/Bonds 40/60 ESG 0.03 Jun 04 2.84 4.19 4.53
Larry Portfolio Larry Swedroe 0.02 Jun 04 0.86 0.64 5.18
Developed World ex-US 80/20 0.02 Jun 04 3.67 1.71 15.14
US Cash 0.02 Jun 04 0.32 0.90 1.81
Robo Advisor 10 Value Tilt Betterment 0.00 Jun 04 0.58 0.29 2.24
Sheltered Sam 10/90 Bill Bernstein 0.00 Jun 04 0.41 0.32 2.27
Dynamic 60/40 Income The Lazy Team -0.01 Jun 04 1.17 2.72 5.16
Stocks/Bonds 20/80 -0.01 Jun 04 1.30 0.99 2.43
High Yield Bonds Income The Lazy Team -0.02 Jun 04 0.90 0.25 1.59
Short Term Treasury -0.03 Jun 04 0.08 -0.20 0.83
Four Seasons Portfolio Davide Pisicchio -0.04 Jun 04 2.37 2.62 6.44
Robo Advisor 0 Betterment -0.05 Jun 04 0.08 -0.25 0.81
All Country World 20/80 -0.05 Jun 04 1.43 0.64 3.14
Conservative Income Charles Schwab -0.05 Jun 04 0.26 -0.25 1.23
LifeStrategy Income Fund Vanguard -0.05 Jun 04 1.32 0.47 2.97
Developed World ex-US 60/40 -0.05 Jun 04 3.00 1.05 11.50
Ulcer Free Strategy Aim Ways -0.05 Jun 04 2.46 1.56 6.09
Total Bond US -0.07 Jun 04 0.28 -1.32 0.18
Dynamic 40/60 Income The Lazy Team -0.07 Jun 04 1.55 2.52 4.20
Margherita Portfolio Davide Pisicchio -0.07 Jun 04 1.84 1.46 5.26
Sheltered Sam 0/100 Bill Bernstein -0.08 Jun 04 0.12 -0.16 0.92
Weird Portfolio Value Stock Geek -0.09 Jun 04 0.58 -2.21 8.53
In Saecula Saeculorum Fulvio Marchese -0.10 Jun 04 2.36 2.26 5.86
Paul Boyer Portfolio Paul Boyer -0.10 Jun 04 0.90 -2.83 7.03
Dimensional Retirement Income Fund DFA -0.11 Jun 03 0.97 1.52 3.84
Stocks/Bonds 60/40 with Bitcoin -0.11 Jun 04 3.18 5.73 6.44
All Country World Bonds -0.12 Jun 04 0.59 -1.05 0.58
Developed World ex-US 40/60 -0.13 Jun 04 2.30 0.36 7.84
Odd-Stats Strategy Aim Ways -0.13 Jun 04 2.69 2.17 6.08
Stocks/Bonds 60/40 2x Leveraged -0.13 Jun 04 6.32 9.36 10.07
European Stocks -0.13 Jun 04 2.15 -0.82 10.72
US Inflation Protection -0.14 Jun 04 0.19 -0.10 1.06
Golden Butterfly with Bitcoin Tyler -0.14 Jun 04 1.06 -0.33 6.22
All Weather Portfolio with Bitcoin Ray Dalio -0.14 Jun 04 1.15 1.27 4.53
Aim comfortable trip Aim Ways -0.17 Jun 04 1.63 -0.09 7.31
Desert Portfolio Gyroscopic Investing -0.17 Jun 04 1.38 0.45 4.08
Stocks/Bonds 40/60 with Bitcoin -0.17 Jun 04 2.20 3.39 4.19
PISI Portfolio Davide Pisicchio -0.19 Jun 04 1.52 0.07 3.75
Marc Faber Portfolio Marc Faber -0.20 Jun 04 0.88 -2.00 7.96
Developed World ex-US 20/80 -0.21 Jun 04 1.58 -0.36 4.14
Stocks/Bonds 40/60 2x Leveraged -0.22 Jun 04 4.20 4.18 5.28
10-year Treasury -0.23 Jun 04 -0.02 -2.49 -1.06
Shield Strategy Aim Ways -0.26 Jun 04 2.84 1.70 7.25
Permanent Portfolio Harry Browne -0.27 Jun 04 1.14 -2.39 4.71
Total Bond Developed World ex-US -0.28 Jun 04 0.82 -1.11 0.40
Golden Butterfly 2x Leveraged Tyler -0.31 Jun 04 1.52 -3.40 9.66
Cape US Sector Value Robert Shiller -0.35 Jun 04 -0.98 -3.20 -0.60
Desert Portfolio with Bitcoin Gyroscopic Investing -0.36 Jun 04 1.36 0.93 3.54
Cockroach Portfolio Tony Dong -0.40 Jun 04 -1.34 -7.46 1.70
Simplified Permanent Portfolio The Lazy Team -0.41 Jun 04 0.92 -2.68 4.40
Permanent Portfolio with Bitcoin Harry Browne -0.46 Jun 04 1.11 -1.95 4.18
Gold Pivot Ptf Aim Ways -0.52 Jun 04 1.65 -2.36 6.47
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.52 Jun 04 2.71 -1.64 4.33
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.93 Jun 04 1.58 -7.25 5.01
Ark Tech Portfolio Cathie Wood -1.05 Jun 04 11.68 16.59 11.52
Gold -1.40 Jun 04 -1.54 -13.77 7.54