Last Update - Jul 14 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 7.39 Jul 14 -9.57 -7.91 19.23
FLLA
Latin America 3.27 Jul 14 -2.93 -4.95 11.58
VNQ
US REITs 1.18 Jul 14 1.65 9.67 11.11
GLD
Gold 1.02 Jul 14 -11.68 -14.39 -7.05
SPY
US Large Cap 0.68 Jul 14 -1.03 15.12 10.09
PFF
US Preferred Stocks 0.53 Jul 14 -2.97 1.93 0.48
VTI
US Total Stock Market 0.30 Jul 14 -0.39 15.68 11.04
BIL
US Cash 0.15 Jul 14 0.27 0.88 1.74
HYG
US High Yield Bonds 0.10 Jul 14 0.09 2.05 1.69
EFA
EAFE Stocks 0.08 Jul 14 0.69 8.64 9.89
VT
World All Countries -0.11 Jul 14 -0.38 13.88 11.93
VGK
Europe -0.27 Jul 14 0.83 8.88 7.84
TIP
US TIPS -0.33 Jul 14 -0.46 0.82 1.23
EMB
Emerg. Market Bonds -0.49 Jul 14 0.43 4.05 2.38
BND
US Total Bond Market -0.64 Jul 14 0.27 0.70 0.75
BNDX
International Bonds -0.74 Jul 14 0.44 1.50 1.38
LQD
US Invest. Grade Bonds -1.36 Jul 14 0.11 1.26 0.88
IJR
US Small Cap -1.98 Jul 14 7.28 19.67 23.98
QQQ
US Technology -2.27 Jul 14 -0.15 27.73 20.16
TLT
US Long Term Treasuries -2.35 Jul 14 1.17 0.85 1.03
VPL
Pacific -2.76 Jul 14 -0.39 18.38 27.98
CWB
US Convertible Bonds -3.33 Jul 14 -0.12 18.26 21.63
EEM
Emerging Markets -4.01 Jul 14 0.24 21.09 25.69
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 1.63 Jul 14 -2.10 4.08 12.29
Five Asset Roger Gibson 1.43 Jul 14 -1.89 5.27 11.37
US Stocks Value 1.15 Jul 14 0.23 8.17 8.27
Six Ways from Sunday Scott Burns 1.09 Jul 14 -0.71 3.45 9.96
7Twelve Portfolio Craig Israelsen 1.03 Jul 14 -1.07 4.44 11.82
Gold 1.02 Jul 14 -11.68 -14.39 -7.05
Seven Value Scott Burns 0.98 Jul 14 -0.13 4.61 10.72
Aggressive Global Income The Lazy Team 0.90 Jul 14 1.12 6.17 10.31
US Stocks ESG 0.79 Jul 14 -1.14 18.04 9.84
Cape US Sector Value Robert Shiller 0.69 Jul 14 0.89 5.40 0.88
Warren Buffett Portfolio Warren Buffett 0.63 Jul 14 -0.86 13.83 8.95
Talmud Portfolio 2x Leveraged Roger Gibson 0.56 Jul 14 -0.51 14.62 10.88
Dynamic 60/40 Income The Lazy Team 0.44 Jul 14 -0.29 5.88 4.98
US Stocks Minimum Volatility 0.44 Jul 14 0.17 4.34 3.19
US Stocks Equal Weight 0.32 Jul 14 2.28 11.29 11.98
US Stocks 0.30 Jul 14 -0.39 15.68 11.04
Talmud Portfolio Roger Gibson 0.28 Jul 14 0.51 8.59 7.63
Simple Money Portfolio Tim Maurer 0.27 Jul 14 0.64 6.53 7.86
Marc Faber Portfolio Marc Faber 0.25 Jul 14 -2.51 2.42 4.70
Cockroach Portfolio Tony Dong 0.25 Jul 14 -0.36 -1.11 2.44
Stocks/Bonds 60/40 ESG 0.22 Jul 14 -0.61 10.80 6.17
Dedalo Three Dedalo Invest 0.18 Jul 14 -0.38 15.13 11.30
US Cash 0.15 Jul 14 0.27 0.88 1.74
Andrew Tobias Portfolio Andrew Tobias 0.15 Jul 14 0.12 8.11 7.17
Desert Portfolio with Bitcoin Gyroscopic Investing 0.15 Jul 14, 08:00PM -1.37 3.04 2.03
Rob Arnott Portfolio Rob Arnott 0.13 Jul 14 -0.92 3.28 6.15
Nano Portfolio John Wasik 0.12 Jul 14 0.36 7.04 6.80
Stocks/Bonds 80/20 0.11 Jul 14 -0.27 12.58 8.98
Dynamic 40/60 Income The Lazy Team 0.10 Jul 14 -0.56 4.73 3.24
Stocks/Bonds 60/40 with Bitcoin 0.08 Jul 14, 08:00PM -0.46 9.19 6.14
Short Term Treasury 0.07 Jul 14 0.06 0.33 0.60
Simple Path to Wealth JL Collins 0.07 Jul 14 -0.23 11.81 8.46
JP Morgan Balanced Portfolio JP Morgan 0.06 Jul 14 0.21 8.26 9.56
One-Decision Portfolio Marvin Appel 0.05 Jul 14 0.77 7.02 7.03
Robo Advisor 0 Betterment 0.05 Jul 14 0.06 0.34 0.58
Conservative Portfolio Lyn Alden 0.04 Jul 14 -0.55 7.34 7.76
Desert Portfolio Gyroscopic Investing 0.02 Jul 14 -1.27 2.93 2.55
Stocks/Bonds 60/40 2x Leveraged 0.01 Jul 14 -1.68 17.07 9.32
Dedalo Four Dedalo Invest -0.01 Jul 14 -0.23 12.31 9.33
Weird Portfolio Value Stock Geek -0.01 Jul 14 -1.39 3.50 6.71
Couch Potato Scott Burns -0.02 Jul 14 -0.42 8.08 6.13
Big Rocks Portfolio Larry Swedroe -0.02 Jul 14 1.33 8.06 9.41
Simplified Permanent Portfolio The Lazy Team -0.04 Jul 14 -2.94 -0.10 0.97
Aim comfortable trip Aim Ways -0.05 Jul 14 -1.09 3.64 5.22
Sheltered Sam 100/0 Bill Bernstein -0.06 Jul 14 1.54 12.58 14.67
Sheltered Sam 90/10 Bill Bernstein -0.06 Jul 14 1.39 11.39 13.28
Sheltered Sam 80/20 Bill Bernstein -0.06 Jul 14 1.23 10.20 11.90
Stocks/Bonds 40/60 ESG -0.07 Jul 14 -0.33 7.34 4.33
Sheltered Sam 70/30 Bill Bernstein -0.07 Jul 14 1.07 9.00 10.52
Sheltered Sam 60/40 Bill Bernstein -0.07 Jul 14 0.91 7.80 9.14
Stocks/Bonds 60/40 -0.07 Jul 14 -0.14 9.54 6.92
Sheltered Sam 50/50 Bill Bernstein -0.07 Jul 14 0.75 6.60 7.76
Sheltered Sam 40/60 Bill Bernstein -0.08 Jul 14 0.58 5.39 6.38
Dimensional Retirement Income Fund DFA -0.08 Jul 14 -1.38 2.12 2.41
Sheltered Sam 30/70 Bill Bernstein -0.08 Jul 14 0.40 4.18 5.00
Sheltered Sam 20/80 Bill Bernstein -0.08 Jul 14 0.22 2.97 3.62
Permanent Portfolio with Bitcoin Harry Browne -0.08 Jul 14, 08:00PM -2.80 0.38 1.17
US Stocks Quality -0.09 Jul 14 2.01 14.60 10.91
Sheltered Sam 10/90 Bill Bernstein -0.09 Jul 14 0.04 1.75 2.23
Sheltered Sam 0/100 Bill Bernstein -0.09 Jul 14 -0.15 0.53 0.85
Perfect Portfolio Ben Stein -0.10 Jul 14 -0.40 10.70 11.89
Robo Advisor 10 Value Tilt Betterment -0.10 Jul 14 0.17 1.88 2.08
Stocks/Bonds 40/60 with Bitcoin -0.10 Jul 14, 08:00PM -0.34 6.18 4.08
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.10 Jul 14 -0.03 9.73 8.77
Yale Endowment David Swensen -0.10 Jul 14 0.14 9.53 9.21
All Country World Stocks -0.11 Jul 14 -0.38 13.88 11.93
In Saecula Saeculorum Fulvio Marchese -0.11 Jul 14 -1.28 5.50 4.44
Four Seasons Portfolio Davide Pisicchio -0.12 Jul 14 -1.32 5.54 4.89
Ultimate Buy and Hold Strategy Paul Merriman -0.12 Jul 14 0.98 12.16 14.50
Capricciosa Portfolio Davide Pisicchio -0.12 Jul 14 -0.75 7.86 6.29
Lazy Portfolio David Swensen -0.13 Jul 14 0.20 9.57 9.17
Five Fold Scott Burns -0.13 Jul 14 0.29 7.90 7.86
Core Four Rick Ferri -0.15 Jul 14 0.04 11.24 9.83
Ultimate Buy&Hold FundAdvice -0.16 Jul 14 0.63 7.36 8.71
Margherita Portfolio Davide Pisicchio -0.18 Jul 14 -1.29 4.00 3.78
Pinwheel Tyler -0.19 Jul 14 -0.24 7.29 8.92
All Weather Portfolio with Bitcoin Ray Dalio -0.19 Jul 14, 08:00PM -1.53 2.92 3.84
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.19 Jul 14 -6.25 -1.53 -2.01
Second Grader's Starter Paul Farrell -0.20 Jul 14 -0.16 13.02 11.06
Gold Pivot Ptf Aim Ways -0.21 Jul 14 -3.83 -0.15 1.67
All Country World 80/20 -0.22 Jul 14 -0.25 11.37 9.79
Permanent Portfolio Harry Browne -0.22 Jul 14 -2.70 0.29 1.69
Aggressive Portfolio Lyn Alden -0.23 Jul 14 -0.33 10.86 10.74
Robo Advisor 20 Value Tilt Betterment -0.24 Jul 14 0.29 3.40 3.57
Long Term Portfolio Ben Stein -0.24 Jul 14 0.78 11.25 11.40
Golden Butterfly with Bitcoin Tyler -0.24 Jul 14, 08:00PM -1.17 3.48 4.78
Conservative Income Charles Schwab -0.25 Jul 14 0.21 1.35 1.70
Stocks/Bonds 40/60 -0.26 Jul 14 -0.01 6.54 4.86
All Weather Portfolio Ray Dalio -0.26 Jul 14 -1.43 2.86 4.62
Tilt Toward Value Time Money Inc -0.26 Jul 14 0.66 8.39 8.22
Four Funds Bogleheads -0.27 Jul 14 -0.16 11.52 10.08
Late Sixties and Beyond Burton Malkiel -0.27 Jul 14 0.54 9.83 9.28
European Stocks -0.27 Jul 14 0.83 8.88 7.84
Simple and Cheap Time Money Inc -0.27 Jul 14 0.20 8.37 7.70
Sandwich Portfolio Bob Clyatt -0.28 Jul 14 0.21 7.78 7.65
Three Funds Bogleheads -0.30 Jul 14 -0.09 11.51 10.03
Golden Ratio Portfolio Frank Vasquez -0.30 Jul 14 -1.35 4.84 5.88
PISI Portfolio Davide Pisicchio -0.32 Jul 14 -1.18 3.13 2.67
Coward's Portfolio Bill Bernstein -0.32 Jul 14 1.25 9.14 10.17
All Country World 60/40 -0.33 Jul 14 -0.11 8.87 7.64
LifeStrategy Growth Fund Vanguard -0.33 Jul 14 -0.07 11.49 10.14
Pepperoni Portfolio Davide Pisicchio -0.33 Jul 14 -0.20 11.35 8.61
US Inflation Protection -0.33 Jul 14 -0.46 0.82 1.23
Shield Strategy Aim Ways -0.34 Jul 14 -2.51 4.58 4.27
Robo Advisor 100 Value Tilt Betterment -0.35 Jul 14 0.87 13.59 14.05
GAA Global Asset Allocation Mebane Faber -0.35 Jul 14 -1.11 4.63 6.82
Edge Select Conservative Merrill Lynch -0.36 Jul 14 0.42 3.69 3.84
Margaritaville Scott Burns -0.36 Jul 14 -0.22 9.50 8.96
Golden Butterfly Tyler -0.38 Jul 14 -1.08 3.37 5.30
Diavola Portfolio Davide Pisicchio -0.39 Jul 14 -0.28 17.01 12.23
Dedalo Eleven Dedalo Invest -0.39 Jul 14 -0.20 12.55 10.87
Mid-Fifties Burton Malkiel -0.42 Jul 14 0.44 11.37 10.75
Moderate Portfolio Lyn Alden -0.42 Jul 14 -0.26 10.06 9.93
LifeStrategy Moderate Growth Vanguard -0.42 Jul 14 0.02 8.83 7.84
Ideal Index Frank Armstrong -0.42 Jul 14 1.58 9.63 11.23
Lifepath Fund iShares -0.42 Jul 14 0.23 6.28 5.71
All Country World 40/60 -0.43 Jul 14 0.04 6.39 5.50
Coffeehouse Bill Schultheis -0.44 Jul 14 1.85 8.76 9.87
Edge Select Moderately Aggressive Merrill Lynch -0.44 Jul 14 -0.01 10.88 9.46
Stocks/Bonds 20/80 -0.45 Jul 14 0.13 3.59 2.81
Edge Select Aggressive Merrill Lynch -0.46 Jul 14 0.10 13.15 11.63
Four Square Scott Burns -0.46 Jul 14 -0.06 7.45 7.05
Late Thirties to Early Forties Burton Malkiel -0.48 Jul 14 0.35 12.26 11.58
Edge Select Moderately Conservative Merrill Lynch -0.49 Jul 14 0.04 6.14 5.31
Edge Select Moderate Merrill Lynch -0.50 Jul 14 0.09 8.54 7.49
LifeStrategy Conservative Growth Vanguard -0.50 Jul 14 0.12 6.18 5.54
Mid-Twenties Burton Malkiel -0.51 Jul 14 0.31 12.65 12.01
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.52 Jul 14 -3.00 4.64 1.79
Odd-Stats Strategy Aim Ways -0.53 Jul 14 -0.85 6.19 5.62
Robo Advisor 50 Value Tilt Betterment -0.54 Jul 14 0.58 7.77 7.90
All Country World 20/80 -0.54 Jul 14 0.19 3.93 3.36
Stocks/Bonds 40/60 2x Leveraged -0.55 Jul 14 -1.06 10.91 5.57
No Brainer Portfolio Bill Bernstein -0.57 Jul 14 1.73 11.88 12.25
Larry Portfolio Larry Swedroe -0.58 Jul 14 0.64 4.39 5.40
LifeStrategy Income Fund Vanguard -0.58 Jul 14 0.22 3.55 3.24
All Weather Portfolio 2x Leveraged Ray Dalio -0.62 Jul 14 -2.77 2.23 5.86
Robo Advisor 90 Value Tilt Betterment -0.63 Jul 14 0.59 13.21 14.08
Total Bond US -0.64 Jul 14 0.27 0.70 0.75
All Country World Bonds -0.65 Jul 14 0.36 1.48 1.21
Robo Advisor 80 Value Tilt Betterment -0.65 Jul 14 0.55 11.94 12.70
High Yield Bonds Income The Lazy Team -0.66 Jul 14 0.22 2.66 1.86
Gretchen Tai Portfolio Gretchen Tai -0.74 Jul 14 0.24 10.70 10.97
Total Bond Developed World ex-US -0.74 Jul 14 0.44 1.50 1.38
10-year Treasury -0.75 Jul 14 0.25 0.08 -0.06
Developed World ex-US 20/80 -0.78 Jul 14 0.30 3.61 4.07
Developed World ex-US 40/60 -0.81 Jul 14 0.16 5.68 6.77
Developed World ex-US 60/40 -0.84 Jul 14 0.04 7.74 9.46
Developed World ex-US 80/20 -0.88 Jul 14 -0.09 9.77 12.16
Robust Alpha Architect -0.91 Jul 14 2.18 14.16 18.54
Developed World ex-US Stocks -0.91 Jul 14 -0.20 11.77 14.85
Gone Fishin' Portfolio Alexander Green -0.94 Jul 14 0.49 10.16 11.73
Global Market Portfolio Credit Suisse -0.94 Jul 14 0.16 7.01 6.63
Eliminate Fat Tails Larry Swedroe -0.96 Jul 14 1.16 6.83 8.49
Golden Butterfly 2x Leveraged Tyler -0.97 Jul 14 -1.34 7.28 7.87
Developed World ex-US 40/60 Momentum -1.02 Jul 14 1.12 5.84 5.80
Paul Boyer Portfolio Paul Boyer -1.06 Jul 14 -1.57 1.62 4.85
Ulcer Free Strategy Aim Ways -1.09 Jul 14 -1.22 4.31 5.07
Developed World ex-US 60/40 Momentum -1.16 Jul 14 1.43 8.00 8.01
Family Taxable Portfolio Ted Aronson -1.38 Jul 14 1.38 12.77 14.35
Developed World ex-US Stocks Momentum -1.44 Jul 14 2.04 12.32 12.44
Berkshire Hathaway Warren Buffett -1.58 Jul 14 5.34 4.28 -0.79
Stocks/Bonds 20/80 Momentum -1.86 Jul 14 2.28 8.88 8.05
Technology -2.27 Jul 14 -0.15 27.73 20.16
Ark Tech Portfolio Cathie Wood -2.27 Jul 14 2.06 29.22 15.91
Stocks/Bonds 40/60 Momentum -3.07 Jul 14 4.10 17.20 15.34
Emerging Markets Stocks -4.01 Jul 14 0.24 21.09 25.69
Stocks/Bonds 60/40 Momentum -4.29 Jul 14 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -5.51 Jul 14 7.28 34.26 29.94
US Stocks Momentum -6.73 Jul 14 8.68 43.01 37.24