Last Update - Jul 17 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 8.70 Jul 17 -9.57 -7.91 19.23
VNQ
US REITs 3.72 Jul 17 1.65 9.67 11.11
FLLA
Latin America 1.45 Jul 17 -2.93 -4.95 11.58
BIL
US Cash 0.19 Jul 17 0.27 0.88 1.74
HYG
US High Yield Bonds 0.06 Jul 17 0.09 2.05 1.69
VGK
Europe 0.06 Jul 17 0.83 8.88 7.84
GLD
Gold 0.01 Jul 17 -11.68 -14.39 -7.05
PFF
US Preferred Stocks 0.01 Jul 17 -2.97 1.93 0.48
TIP
US TIPS -0.09 Jul 17 -0.46 0.82 1.23
BND
US Total Bond Market -0.42 Jul 17 0.27 0.70 0.75
SPY
US Large Cap -0.47 Jul 17 -1.03 15.12 10.09
EFA
EAFE Stocks -0.53 Jul 17 0.69 8.64 9.89
EMB
Emerg. Market Bonds -0.53 Jul 17 0.43 4.05 2.38
BNDX
International Bonds -0.81 Jul 17 0.44 1.50 1.38
VTI
US Total Stock Market -0.82 Jul 17 -0.39 15.68 11.04
LQD
US Invest. Grade Bonds -1.04 Jul 17 0.11 1.26 0.88
VT
World All Countries -1.38 Jul 17 -0.38 13.88 11.93
IJR
US Small Cap -1.54 Jul 17 7.28 19.67 23.98
TLT
US Long Term Treasuries -1.84 Jul 17 1.17 0.85 1.03
QQQ
US Technology -5.58 Jul 17 -0.15 27.73 20.16
CWB
US Convertible Bonds -5.79 Jul 17 -0.12 18.26 21.63
VPL
Pacific -6.65 Jul 17 -0.39 18.38 27.98
EEM
Emerging Markets -7.48 Jul 17 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.
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 Monthly Return (%)
Return (%) as of Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Ivy Portfolio Mebane Faber 1.93 Jul 17 -2.10 4.08 12.29
US Stocks Value 1.79 Jul 17 0.23 8.17 8.27
Five Asset Roger Gibson 1.69 Jul 17 -1.89 5.27 11.37
Cape US Sector Value Robert Shiller 1.62 Jul 17 0.89 5.40 0.88
Aggressive Global Income The Lazy Team 1.56 Jul 17 1.12 6.17 10.31
Six Ways from Sunday Scott Burns 1.33 Jul 17 -0.71 3.45 9.96
Talmud Portfolio 2x Leveraged Roger Gibson 1.25 Jul 17 -0.51 14.62 10.88
Seven Value Scott Burns 1.14 Jul 17 -0.13 4.61 10.72
7Twelve Portfolio Craig Israelsen 1.06 Jul 17 -1.07 4.44 11.82
Talmud Portfolio Roger Gibson 0.83 Jul 17 0.51 8.59 7.63
Cockroach Portfolio Tony Dong 0.65 Jul 17 -0.36 -1.11 2.44
Dynamic 60/40 Income The Lazy Team 0.62 Jul 17 -0.29 5.88 4.98
One-Decision Portfolio Marvin Appel 0.52 Jul 17 0.77 7.02 7.03
Weird Portfolio Value Stock Geek 0.47 Jul 17 -1.39 3.50 6.71
Nano Portfolio John Wasik 0.37 Jul 17 0.36 7.04 6.80
Rob Arnott Portfolio Rob Arnott 0.36 Jul 17 -0.92 3.28 6.15
US Stocks Equal Weight 0.28 Jul 17 2.28 11.29 11.98
Marc Faber Portfolio Marc Faber 0.28 Jul 17 -2.51 2.42 4.70
Simple Money Portfolio Tim Maurer 0.24 Jul 17 0.64 6.53 7.86
US Cash 0.19 Jul 17 0.27 0.88 1.74
US Stocks Minimum Volatility 0.15 Jul 17 0.17 4.34 3.19
Short Term Treasury 0.14 Jul 17 0.06 0.33 0.60
Robo Advisor 0 Betterment 0.13 Jul 17 0.06 0.34 0.58
European Stocks 0.06 Jul 17 0.83 8.88 7.84
Sheltered Sam 0/100 Bill Bernstein 0.05 Jul 17 -0.15 0.53 0.85
Conservative Income Charles Schwab 0.01 Jul 17 0.21 1.35 1.70
Gold 0.01 Jul 17 -11.68 -14.39 -7.05
Sheltered Sam 10/90 Bill Bernstein 0.01 Jul 17 0.04 1.75 2.23
Big Rocks Portfolio Larry Swedroe -0.01 Jul 17 1.33 8.06 9.41
Sheltered Sam 20/80 Bill Bernstein -0.03 Jul 17 0.22 2.97 3.62
Sheltered Sam 30/70 Bill Bernstein -0.07 Jul 17 0.40 4.18 5.00
US Inflation Protection -0.09 Jul 17 -0.46 0.82 1.23
Sheltered Sam 40/60 Bill Bernstein -0.12 Jul 17 0.58 5.39 6.38
Five Fold Scott Burns -0.12 Jul 17 0.29 7.90 7.86
Dimensional Retirement Income Fund DFA -0.14 Jul 17 -1.38 2.12 2.41
Robo Advisor 10 Value Tilt Betterment -0.14 Jul 17 0.17 1.88 2.08
Sheltered Sam 50/50 Bill Bernstein -0.16 Jul 17 0.75 6.60 7.76
Desert Portfolio with Bitcoin Gyroscopic Investing -0.17 Jul 17, 08:00PM -1.37 3.04 2.03
JP Morgan Balanced Portfolio JP Morgan -0.20 Jul 17 0.21 8.26 9.56
Sheltered Sam 60/40 Bill Bernstein -0.20 Jul 17 0.91 7.80 9.14
Ultimate Buy&Hold FundAdvice -0.22 Jul 17 0.63 7.36 8.71
Dynamic 40/60 Income The Lazy Team -0.23 Jul 17 -0.56 4.73 3.24
Yale Endowment David Swensen -0.23 Jul 17 0.14 9.53 9.21
Sheltered Sam 70/30 Bill Bernstein -0.24 Jul 17 1.07 9.00 10.52
Coffeehouse Bill Schultheis -0.25 Jul 17 1.85 8.76 9.87
Sheltered Sam 80/20 Bill Bernstein -0.28 Jul 17 1.23 10.20 11.90
Lazy Portfolio David Swensen -0.29 Jul 17 0.20 9.57 9.17
All Weather Portfolio with Bitcoin Ray Dalio -0.30 Jul 17, 08:00PM -1.53 2.92 3.84
Desert Portfolio Gyroscopic Investing -0.30 Jul 17 -1.27 2.93 2.55
Sheltered Sam 90/10 Bill Bernstein -0.32 Jul 17 1.39 11.39 13.28
Conservative Portfolio Lyn Alden -0.33 Jul 17 -0.55 7.34 7.76
Golden Butterfly with Bitcoin Tyler -0.33 Jul 17, 08:00PM -1.17 3.48 4.78
All Weather Portfolio Ray Dalio -0.34 Jul 17 -1.43 2.86 4.62
Sheltered Sam 100/0 Bill Bernstein -0.36 Jul 17 1.54 12.58 14.67
Pinwheel Tyler -0.37 Jul 17 -0.24 7.29 8.92
Robo Advisor 20 Value Tilt Betterment -0.40 Jul 17 0.29 3.40 3.57
Andrew Tobias Portfolio Andrew Tobias -0.40 Jul 17 0.12 8.11 7.17
Ultimate Buy and Hold Strategy Paul Merriman -0.41 Jul 17 0.98 12.16 14.50
Total Bond US -0.42 Jul 17 0.27 0.70 0.75
Tilt Toward Value Time Money Inc -0.42 Jul 17 0.66 8.39 8.22
Simplified Permanent Portfolio The Lazy Team -0.42 Jul 17 -2.94 -0.10 0.97
Stocks/Bonds 40/60 with Bitcoin -0.44 Jul 17, 08:00PM -0.34 6.18 4.08
10-year Treasury -0.44 Jul 17 0.25 0.08 -0.06
Couch Potato Scott Burns -0.46 Jul 17 -0.42 8.08 6.13
Golden Butterfly Tyler -0.46 Jul 17 -1.08 3.37 5.30
Late Sixties and Beyond Burton Malkiel -0.47 Jul 17 0.54 9.83 9.28
Stocks/Bonds 40/60 ESG -0.47 Jul 17 -0.33 7.34 4.33
Aim comfortable trip Aim Ways -0.47 Jul 17 -1.09 3.64 5.22
Permanent Portfolio with Bitcoin Harry Browne -0.48 Jul 17, 08:00PM -2.80 0.38 1.17
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.48 Jul 17 -0.03 9.73 8.77
Stocks/Bonds 60/40 ESG -0.49 Jul 17 -0.61 10.80 6.17
Warren Buffett Portfolio Warren Buffett -0.49 Jul 17 -0.86 13.83 8.95
Stocks/Bonds 20/80 -0.50 Jul 17 0.13 3.59 2.81
Edge Select Conservative Merrill Lynch -0.50 Jul 17 0.42 3.69 3.84
Stocks/Bonds 60/40 with Bitcoin -0.52 Jul 17, 08:00PM -0.46 9.19 6.14
US Stocks ESG -0.52 Jul 17 -1.14 18.04 9.84
Larry Portfolio Larry Swedroe -0.53 Jul 17 0.64 4.39 5.40
High Yield Bonds Income The Lazy Team -0.54 Jul 17 0.22 2.66 1.86
Golden Ratio Portfolio Frank Vasquez -0.55 Jul 17 -1.35 4.84 5.88
All Country World Bonds -0.57 Jul 17 0.36 1.48 1.21
PISI Portfolio Davide Pisicchio -0.57 Jul 17 -1.18 3.13 2.67
Stocks/Bonds 40/60 -0.58 Jul 17 -0.01 6.54 4.86
In Saecula Saeculorum Fulvio Marchese -0.60 Jul 17 -1.28 5.50 4.44
Simple and Cheap Time Money Inc -0.60 Jul 17 0.20 8.37 7.70
Coward's Portfolio Bill Bernstein -0.60 Jul 17 1.25 9.14 10.17
Permanent Portfolio Harry Browne -0.61 Jul 17 -2.70 0.29 1.69
Margherita Portfolio Davide Pisicchio -0.62 Jul 17 -1.29 4.00 3.78
GAA Global Asset Allocation Mebane Faber -0.65 Jul 17 -1.11 4.63 6.82
Sandwich Portfolio Bob Clyatt -0.66 Jul 17 0.21 7.78 7.65
Stocks/Bonds 60/40 -0.66 Jul 17 -0.14 9.54 6.92
Long Term Portfolio Ben Stein -0.67 Jul 17 0.78 11.25 11.40
Ideal Index Frank Armstrong -0.68 Jul 17 1.58 9.63 11.23
Four Seasons Portfolio Davide Pisicchio -0.70 Jul 17 -1.32 5.54 4.89
US Stocks Quality -0.71 Jul 17 2.01 14.60 10.91
Simple Path to Wealth JL Collins -0.72 Jul 17 -0.23 11.81 8.46
All Country World 20/80 -0.73 Jul 17 0.19 3.93 3.36
LifeStrategy Income Fund Vanguard -0.73 Jul 17 0.22 3.55 3.24
Stocks/Bonds 80/20 -0.74 Jul 17 -0.27 12.58 8.98
Lifepath Fund iShares -0.75 Jul 17 0.23 6.28 5.71
Capricciosa Portfolio Davide Pisicchio -0.78 Jul 17 -0.75 7.86 6.29
Core Four Rick Ferri -0.80 Jul 17 0.04 11.24 9.83
Total Bond Developed World ex-US -0.81 Jul 17 0.44 1.50 1.38
US Stocks -0.82 Jul 17 -0.39 15.68 11.04
All Weather Portfolio 2x Leveraged Ray Dalio -0.83 Jul 17 -2.77 2.23 5.86
All Country World 40/60 -0.90 Jul 17 0.04 6.39 5.50
Edge Select Moderately Conservative Merrill Lynch -0.93 Jul 17 0.04 6.14 5.31
Mid-Fifties Burton Malkiel -0.93 Jul 17 0.44 11.37 10.75
LifeStrategy Conservative Growth Vanguard -0.93 Jul 17 0.12 6.18 5.54
Dedalo Four Dedalo Invest -0.96 Jul 17 -0.23 12.31 9.33
Dedalo Three Dedalo Invest -0.99 Jul 17 -0.38 15.13 11.30
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.04 Jul 17 -6.25 -1.53 -2.01
Aggressive Portfolio Lyn Alden -1.05 Jul 17 -0.33 10.86 10.74
Robo Advisor 50 Value Tilt Betterment -1.05 Jul 17 0.58 7.77 7.90
All Country World 60/40 -1.06 Jul 17 -0.11 8.87 7.64
Perfect Portfolio Ben Stein -1.06 Jul 17 -0.40 10.70 11.89
Developed World ex-US 20/80 -1.08 Jul 17 0.30 3.61 4.07
Four Square Scott Burns -1.08 Jul 17 -0.06 7.45 7.05
Odd-Stats Strategy Aim Ways -1.11 Jul 17 -0.85 6.19 5.62
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.12 Jul 17 -3.00 4.64 1.79
Gold Pivot Ptf Aim Ways -1.12 Jul 17 -3.83 -0.15 1.67
LifeStrategy Moderate Growth Vanguard -1.13 Jul 17 0.02 8.83 7.84
No Brainer Portfolio Bill Bernstein -1.14 Jul 17 1.73 11.88 12.25
Margaritaville Scott Burns -1.17 Jul 17 -0.22 9.50 8.96
Stocks/Bonds 40/60 2x Leveraged -1.17 Jul 17 -1.06 10.91 5.57
Edge Select Moderate Merrill Lynch -1.18 Jul 17 0.09 8.54 7.49
Stocks/Bonds 60/40 2x Leveraged -1.21 Jul 17 -1.68 17.07 9.32
All Country World 80/20 -1.22 Jul 17 -0.25 11.37 9.79
Moderate Portfolio Lyn Alden -1.22 Jul 17 -0.26 10.06 9.93
Late Thirties to Early Forties Burton Malkiel -1.22 Jul 17 0.35 12.26 11.58
Shield Strategy Aim Ways -1.22 Jul 17 -2.51 4.58 4.27
Four Funds Bogleheads -1.24 Jul 17 -0.16 11.52 10.08
Three Funds Bogleheads -1.27 Jul 17 -0.09 11.51 10.03
Pepperoni Portfolio Davide Pisicchio -1.28 Jul 17 -0.20 11.35 8.61
Global Market Portfolio Credit Suisse -1.31 Jul 17 0.16 7.01 6.63
Second Grader's Starter Paul Farrell -1.31 Jul 17 -0.16 13.02 11.06
Eliminate Fat Tails Larry Swedroe -1.32 Jul 17 1.16 6.83 8.49
LifeStrategy Growth Fund Vanguard -1.33 Jul 17 -0.07 11.49 10.14
Mid-Twenties Burton Malkiel -1.34 Jul 17 0.31 12.65 12.01
Robo Advisor 100 Value Tilt Betterment -1.34 Jul 17 0.87 13.59 14.05
Developed World ex-US 40/60 -1.35 Jul 17 0.16 5.68 6.77
All Country World Stocks -1.38 Jul 17 -0.38 13.88 11.93
Edge Select Moderately Aggressive Merrill Lynch -1.41 Jul 17 -0.01 10.88 9.46
Dedalo Eleven Dedalo Invest -1.49 Jul 17 -0.20 12.55 10.87
Golden Butterfly 2x Leveraged Tyler -1.50 Jul 17 -1.34 7.28 7.87
Gretchen Tai Portfolio Gretchen Tai -1.53 Jul 17 0.24 10.70 10.97
Paul Boyer Portfolio Paul Boyer -1.55 Jul 17 -1.57 1.62 4.85
Robo Advisor 80 Value Tilt Betterment -1.60 Jul 17 0.55 11.94 12.70
Developed World ex-US 60/40 -1.63 Jul 17 0.04 7.74 9.46
Edge Select Aggressive Merrill Lynch -1.67 Jul 17 0.10 13.15 11.63
Gone Fishin' Portfolio Alexander Green -1.69 Jul 17 0.49 10.16 11.73
Robo Advisor 90 Value Tilt Betterment -1.70 Jul 17 0.59 13.21 14.08
Berkshire Hathaway Warren Buffett -1.72 Jul 17 5.34 4.28 -0.79
Developed World ex-US 40/60 Momentum -1.74 Jul 17 1.12 5.84 5.80
Ulcer Free Strategy Aim Ways -1.88 Jul 17 -1.22 4.31 5.07
Developed World ex-US 80/20 -1.90 Jul 17 -0.09 9.77 12.16
Diavola Portfolio Davide Pisicchio -1.93 Jul 17 -0.28 17.01 12.23
Robust Alpha Architect -1.96 Jul 17 2.18 14.16 18.54
Developed World ex-US Stocks -2.18 Jul 17 -0.20 11.77 14.85
Developed World ex-US 60/40 Momentum -2.20 Jul 17 1.43 8.00 8.01
Family Taxable Portfolio Ted Aronson -2.37 Jul 17 1.38 12.77 14.35
Stocks/Bonds 20/80 Momentum -2.71 Jul 17 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -3.13 Jul 17 2.04 12.32 12.44
Stocks/Bonds 40/60 Momentum -5.00 Jul 17 4.10 17.20 15.34
Technology -5.58 Jul 17 -0.15 27.73 20.16
Ark Tech Portfolio Cathie Wood -6.62 Jul 17 2.06 29.22 15.91
Stocks/Bonds 60/40 Momentum -7.30 Jul 17 5.76 25.66 22.64
Emerging Markets Stocks -7.48 Jul 17 0.24 21.09 25.69
Stocks/Bonds 80/20 Momentum -9.59 Jul 17 7.28 34.26 29.94
US Stocks Momentum -11.88 Jul 17 8.68 43.01 37.24