Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 16 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 3.17 Jun 16 1.14 7.08 15.43
VNQ
US REITs 2.47 Jun 16 -0.65 1.08 6.86
CWB
US Convertible Bonds 1.42 Jun 16 7.12 14.98 20.34
VGK
Europe 1.12 Jun 16 2.15 -0.82 10.72
EFA
EAFE Stocks 1.11 Jun 16 2.42 -0.55 12.09
TLT
US Long Term Treasuries 0.90 Jun 16 0.53 -4.53 -2.79
VPL
Pacific 0.86 Jun 16 8.25 6.62 31.36
EMB
Emerg. Market Bonds 0.67 Jun 16 1.09 -0.01 2.25
EEM
Emerging Markets 0.58 Jun 16 7.20 9.62 28.10
BND
US Total Bond Market 0.27 Jun 16 0.28 -1.32 0.18
BNDX
International Bonds 0.24 Jun 16 0.82 -1.11 0.40
HYG
US High Yield Bonds 0.16 Jun 16 0.44 0.99 2.10
LQD
US Invest. Grade Bonds 0.16 Jun 16 0.86 -0.95 0.02
BIL
US Cash 0.14 Jun 16 0.32 0.90 1.81
VT
World All Countries -0.08 Jun 16 4.58 7.20 13.39
TIP
US TIPS -0.16 Jun 16 0.19 -0.10 1.06
VTI
US Total Stock Market -0.58 Jun 16 5.18 10.31 11.44
PFF
US Preferred Stocks -0.74 Jun 16 0.80 1.50 4.40
SPY
US Large Cap -0.81 Jun 16 5.26 10.58 11.33
FLLA
Latin America -1.01 Jun 16 -4.91 -4.98 15.85
QQQ
US Technology -1.14 Jun 16 10.57 21.73 19.53
GLD
Gold -4.67 Jun 16 -1.54 -13.77 7.54
DBC
Commodities -5.36 Jun 16 -5.21 17.45 32.14
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 4.43 Jun 16 -0.14 -6.09 -7.69
US Stocks Momentum 3.36 Jun 16 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 2.74 Jun 16 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 2.12 Jun 16 7.16 14.40 16.05
Developed World ex-US Stocks Momentum 2.04 Jun 16 1.81 0.28 13.19
US Stocks Equal Weight 1.60 Jun 16 2.65 2.32 9.93
Stocks/Bonds 40/60 Momentum 1.50 Jun 16 4.98 9.14 10.75
Sheltered Sam 100/0 Bill Bernstein 1.42 Jun 16 2.81 4.31 14.38
Cape US Sector Value Robert Shiller 1.33 Jun 16 -0.98 -3.20 -0.60
Developed World ex-US 60/40 Momentum 1.32 Jun 16 1.43 -0.25 8.19
Sheltered Sam 90/10 Bill Bernstein 1.28 Jun 16 2.57 3.89 13.03
Coffeehouse Bill Schultheis 1.24 Jun 16 1.46 2.62 8.00
US Stocks Quality 1.23 Jun 16 3.98 5.41 9.36
Ideal Index Frank Armstrong 1.18 Jun 16 1.92 2.94 10.48
Sheltered Sam 80/20 Bill Bernstein 1.13 Jun 16 2.31 3.46 11.69
European Stocks 1.12 Jun 16 2.15 -0.82 10.72
Ultimate Buy and Hold Strategy Paul Merriman 1.09 Jun 16 2.76 3.80 15.05
Robust Alpha Architect 1.03 Jun 16 2.80 9.90 16.53
US Stocks Value 1.03 Jun 16 1.86 2.97 8.39
Sheltered Sam 70/30 Bill Bernstein 0.99 Jun 16 2.05 3.03 10.34
Aggressive Global Income The Lazy Team 0.97 Jun 16 0.49 1.08 9.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.96 Jun 16 2.38 4.27 8.95
Developed World ex-US 40/60 Momentum 0.96 Jun 16 1.23 -0.52 5.64
Big Rocks Portfolio Larry Swedroe 0.95 Jun 16 1.51 2.75 8.76
Coward's Portfolio Bill Bernstein 0.89 Jun 16 2.19 3.72 9.48
Stocks/Bonds 20/80 Momentum 0.89 Jun 16 2.69 3.91 5.46
Sheltered Sam 60/40 Bill Bernstein 0.85 Jun 16 1.79 2.59 9.00
No Brainer Portfolio Bill Bernstein 0.84 Jun 16 2.62 5.09 11.19
Family Taxable Portfolio Ted Aronson 0.81 Jun 16 3.59 5.11 13.35
Robo Advisor 100 Value Tilt Betterment 0.81 Jun 16 3.85 5.49 14.50
Developed World ex-US Stocks 0.77 Jun 16 4.32 2.35 18.74
Talmud Portfolio Roger Gibson 0.72 Jun 16 1.60 3.30 6.20
Sheltered Sam 50/50 Bill Bernstein 0.70 Jun 16 1.53 2.15 7.65
Ultimate Buy&Hold FundAdvice 0.68 Jun 16 1.63 1.90 9.01
One-Decision Portfolio Marvin Appel 0.67 Jun 16 1.30 3.06 5.79
Robo Advisor 90 Value Tilt Betterment 0.67 Jun 16 4.03 5.62 14.86
Late Sixties and Beyond Burton Malkiel 0.66 Jun 16 2.59 3.69 8.78
Developed World ex-US 80/20 0.66 Jun 16 3.67 1.71 15.14
Simple Money Portfolio Tim Maurer 0.65 Jun 16 1.47 1.33 8.33
Long Term Portfolio Ben Stein 0.64 Jun 16 2.91 4.85 11.39
Robo Advisor 80 Value Tilt Betterment 0.63 Jun 16 3.69 4.91 13.35
Nano Portfolio John Wasik 0.62 Jun 16 1.49 1.83 6.43
Tilt Toward Value Time Money Inc 0.61 Jun 16 2.18 3.05 7.70
Seven Value Scott Burns 0.58 Jun 16 0.67 2.42 10.90
Emerging Markets Stocks 0.58 Jun 16 7.20 9.62 28.10
Mid-Fifties Burton Malkiel 0.57 Jun 16 3.22 4.59 10.67
Five Fold Scott Burns 0.56 Jun 16 1.89 2.57 7.50
Sheltered Sam 40/60 Bill Bernstein 0.56 Jun 16 1.25 1.70 6.30
Eliminate Fat Tails Larry Swedroe 0.56 Jun 16 1.55 2.95 7.54
Developed World ex-US 60/40 0.55 Jun 16 3.00 1.05 11.50
Robo Advisor 50 Value Tilt Betterment 0.55 Jun 16 2.36 2.44 7.90
Gone Fishin' Portfolio Alexander Green 0.52 Jun 16 2.86 3.25 12.80
Cockroach Portfolio Tony Dong 0.50 Jun 16 -1.34 -7.46 1.70
Late Thirties to Early Forties Burton Malkiel 0.47 Jun 16 3.62 5.25 11.82
Lazy Portfolio David Swensen 0.47 Jun 16 2.41 3.93 8.98
Yale Endowment David Swensen 0.45 Jun 16 2.49 3.85 9.21
Developed World ex-US 40/60 0.45 Jun 16 2.30 0.36 7.84
Larry Portfolio Larry Swedroe 0.44 Jun 16 0.86 0.64 5.18
Mid-Twenties Burton Malkiel 0.44 Jun 16 3.77 5.52 12.40
Sheltered Sam 30/70 Bill Bernstein 0.42 Jun 16 0.98 1.25 4.96
Gretchen Tai Portfolio Gretchen Tai 0.36 Jun 16 3.40 4.24 11.76
Simple and Cheap Time Money Inc 0.35 Jun 16 2.46 3.22 7.73
Developed World ex-US 20/80 0.34 Jun 16 1.58 -0.36 4.14
High Yield Bonds Income The Lazy Team 0.34 Jun 16 0.90 0.25 1.59
Pinwheel Tyler 0.33 Jun 16 1.79 1.51 10.00
Global Market Portfolio Credit Suisse 0.32 Jun 16 2.43 2.01 6.31
Edge Select Conservative Merrill Lynch 0.32 Jun 16 1.21 1.03 3.58
All Country World Bonds 0.32 Jun 16 0.59 -1.05 0.58
Robo Advisor 20 Value Tilt Betterment 0.28 Jun 16 1.06 0.81 3.66
Dynamic 60/40 Income The Lazy Team 0.28 Jun 16 1.17 2.72 5.16
Sheltered Sam 20/80 Bill Bernstein 0.27 Jun 16 0.70 0.78 3.61
Total Bond US 0.27 Jun 16 0.28 -1.32 0.18
Sandwich Portfolio Bob Clyatt 0.26 Jun 16 2.19 3.02 7.85
Conservative Income Charles Schwab 0.26 Jun 16 0.26 -0.25 1.23
JP Morgan Balanced Portfolio JP Morgan 0.25 Jun 16 1.90 4.47 9.85
All Country World 20/80 0.24 Jun 16 1.43 0.64 3.14
Total Bond Developed World ex-US 0.24 Jun 16 0.82 -1.11 0.40
Lifepath Fund iShares 0.22 Jun 16 1.97 2.38 5.66
LifeStrategy Income Fund Vanguard 0.21 Jun 16 1.32 0.47 2.97
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.21 Jun 16 2.98 4.35 9.22
Andrew Tobias Portfolio Andrew Tobias 0.20 Jun 16 2.61 3.09 8.19
10-year Treasury 0.20 Jun 16 -0.02 -2.49 -1.06
Six Ways from Sunday Scott Burns 0.19 Jun 16 0.37 2.34 10.65
Robo Advisor 10 Value Tilt Betterment 0.17 Jun 16 0.58 0.29 2.24
Core Four Rick Ferri 0.17 Jun 16 3.43 5.35 10.28
All Country World 40/60 0.16 Jun 16 2.25 2.31 5.71
LifeStrategy Conservative Growth Vanguard 0.15 Jun 16 2.18 2.17 5.69
US Cash 0.14 Jun 16 0.32 0.90 1.81
Sheltered Sam 10/90 Bill Bernstein 0.13 Jun 16 0.41 0.32 2.27
Stocks/Bonds 20/80 0.10 Jun 16 1.30 0.99 2.43
LifeStrategy Moderate Growth Vanguard 0.10 Jun 16 3.02 3.85 8.41
Edge Select Moderate Merrill Lynch 0.10 Jun 16 2.90 4.05 7.83
Edge Select Moderately Conservative Merrill Lynch 0.09 Jun 16 2.21 2.55 5.49
Edge Select Aggressive Merrill Lynch 0.09 Jun 16 4.28 6.84 12.37
Four Square Scott Burns 0.09 Jun 16 2.56 2.96 7.60
Short Term Treasury 0.08 Jun 16 0.08 -0.20 0.83
All Country World 60/40 0.08 Jun 16 3.05 3.96 8.27
Robo Advisor 0 Betterment 0.08 Jun 16 0.08 -0.25 0.81
Weird Portfolio Value Stock Geek 0.07 Jun 16 0.58 -2.21 8.53
Edge Select Moderately Aggressive Merrill Lynch 0.04 Jun 16 3.68 5.57 10.11
LifeStrategy Growth Fund Vanguard 0.04 Jun 16 3.83 5.50 11.12
Margaritaville Scott Burns 0.03 Jun 16 3.13 4.34 10.00
Three Funds Bogleheads 0.02 Jun 16 3.83 5.64 10.98
Perfect Portfolio Ben Stein 0.00 Jun 16 3.60 6.00 13.43
All Country World 80/20 0.00 Jun 16 3.82 5.59 10.83
Sheltered Sam 0/100 Bill Bernstein -0.01 Jun 16 0.12 -0.16 0.92
Four Funds Bogleheads -0.03 Jun 16 3.81 5.76 11.07
Second Grader's Starter Paul Farrell -0.07 Jun 16 4.30 6.78 12.11
Stocks/Bonds 40/60 -0.07 Jun 16 2.31 3.31 4.68
Dynamic 40/60 Income The Lazy Team -0.08 Jun 16 1.55 2.52 4.20
All Country World Stocks -0.08 Jun 16 4.58 7.20 13.39
Dimensional Retirement Income Fund DFA -0.10 Jun 16 0.97 1.52 3.84
Rob Arnott Portfolio Rob Arnott -0.13 Jun 16 0.56 2.46 6.65
Dedalo Eleven Dedalo Invest -0.15 Jun 16 4.30 6.56 11.85
US Inflation Protection -0.16 Jun 16 0.19 -0.10 1.06
Stocks/Bonds 40/60 with Bitcoin -0.22 Jun 16, 08:00PM 2.20 3.39 4.19
Stocks/Bonds 60/40 -0.24 Jun 16 3.29 5.64 6.93
GAA Global Asset Allocation Mebane Faber -0.28 Jun 16 1.63 2.16 8.09
Stocks/Bonds 40/60 ESG -0.28 Jun 16 2.84 4.19 4.53
Dedalo Four Dedalo Invest -0.29 Jun 16 4.20 7.24 9.73
Pepperoni Portfolio Davide Pisicchio -0.30 Jun 16 4.09 7.55 8.63
Golden Butterfly Tyler -0.33 Jun 16 1.08 -0.78 6.76
Ulcer Free Strategy Aim Ways -0.34 Jun 16 2.46 1.56 6.09
7Twelve Portfolio Craig Israelsen -0.36 Jun 16 -0.21 6.30 13.14
Couch Potato Scott Burns -0.37 Jun 16 2.74 5.09 6.25
Simple Path to Wealth JL Collins -0.37 Jun 16 4.01 7.39 8.62
Aim comfortable trip Aim Ways -0.38 Jun 16 1.63 -0.09 7.31
Golden Butterfly with Bitcoin Tyler -0.39 Jun 16, 08:00PM 1.06 -0.33 6.22
Stocks/Bonds 60/40 with Bitcoin -0.39 Jun 16, 08:00PM 3.18 5.73 6.44
US Stocks Minimum Volatility -0.40 Jun 16 2.07 -0.83 2.17
Stocks/Bonds 80/20 -0.41 Jun 16 4.25 7.97 9.18
Capricciosa Portfolio Davide Pisicchio -0.41 Jun 16 2.97 4.49 7.10
Dedalo Three Dedalo Invest -0.43 Jun 16 5.00 9.36 12.03
Odd-Stats Strategy Aim Ways -0.44 Jun 16 2.69 2.17 6.08
Paul Boyer Portfolio Paul Boyer -0.46 Jun 16 0.90 -2.83 7.03
Five Asset Roger Gibson -0.47 Jun 16 0.38 6.18 13.67
Marc Faber Portfolio Marc Faber -0.50 Jun 16 0.88 -2.00 7.96
PISI Portfolio Davide Pisicchio -0.53 Jun 16 1.52 0.07 3.75
Margherita Portfolio Davide Pisicchio -0.53 Jun 16 1.84 1.46 5.26
All Weather Portfolio Ray Dalio -0.55 Jun 16 1.12 1.14 5.31
Stocks/Bonds 60/40 ESG -0.56 Jun 16 4.11 7.05 6.76
Desert Portfolio Gyroscopic Investing -0.58 Jun 16 1.38 0.45 4.08
US Stocks -0.58 Jun 16 5.18 10.31 11.44
Stocks/Bonds 40/60 2x Leveraged -0.59 Jun 16 4.20 4.18 5.28
Four Seasons Portfolio Davide Pisicchio -0.60 Jun 16 2.37 2.62 6.44
All Weather Portfolio with Bitcoin Ray Dalio -0.61 Jun 16, 08:00PM 1.15 1.27 4.53
Desert Portfolio with Bitcoin Gyroscopic Investing -0.64 Jun 16, 08:00PM 1.36 0.93 3.54
Diavola Portfolio Davide Pisicchio -0.66 Jun 16 6.08 11.98 12.34
In Saecula Saeculorum Fulvio Marchese -0.66 Jun 16 2.36 2.26 5.86
Warren Buffett Portfolio Warren Buffett -0.66 Jun 16 4.90 9.70 9.92
Golden Ratio Portfolio Frank Vasquez -0.73 Jun 16 1.87 0.79 7.33
Ivy Portfolio Mebane Faber -0.75 Jun 16 -0.35 7.24 14.63
All Weather Portfolio 2x Leveraged Ray Dalio -0.77 Jun 16 1.60 -2.09 6.76
Golden Butterfly 2x Leveraged Tyler -1.03 Jun 16 1.52 -3.40 9.66
Permanent Portfolio Harry Browne -1.05 Jun 16 1.14 -2.39 4.71
Stocks/Bonds 60/40 2x Leveraged -1.07 Jun 16 6.32 9.36 10.07
US Stocks ESG -1.10 Jun 16 6.58 12.89 11.23
Permanent Portfolio with Bitcoin Harry Browne -1.11 Jun 16, 08:00PM 1.11 -1.95 4.18
Technology -1.14 Jun 16 10.57 21.73 19.53
Simplified Permanent Portfolio The Lazy Team -1.21 Jun 16 0.92 -2.68 4.40
Shield Strategy Aim Ways -1.26 Jun 16 2.84 1.70 7.25
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.37 Jun 16 2.71 -1.64 4.33
Gold Pivot Ptf Aim Ways -1.70 Jun 16 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -2.77 Jun 16 1.58 -7.25 5.01
Ark Tech Portfolio Cathie Wood -3.69 Jun 16 11.68 16.59 11.52
Gold -4.67 Jun 16 -1.54 -13.77 7.54