Last Update - Jul 13 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 6.26 Jul 13 -9.57 -7.91 19.23
FLLA
Latin America 1.85 Jul 13 -2.93 -4.95 11.58
VNQ
US REITs 1.45 Jul 13 1.65 9.67 11.11
SPY
US Large Cap 0.32 Jul 13 -1.03 15.12 10.09
BIL
US Cash 0.14 Jul 13 0.27 0.88 1.74
PFF
US Preferred Stocks 0.01 Jul 13 -2.97 1.93 0.48
VTI
US Total Stock Market -0.07 Jul 13 -0.39 15.68 11.04
HYG
US High Yield Bonds -0.10 Jul 13 0.09 2.05 1.69
GLD
Gold -0.34 Jul 13 -11.68 -14.39 -7.05
TIP
US TIPS -0.43 Jul 13 -0.46 0.82 1.23
EFA
EAFE Stocks -0.62 Jul 13 0.69 8.64 9.89
EMB
Emerg. Market Bonds -0.69 Jul 13 0.43 4.05 2.38
VT
World All Countries -0.73 Jul 13 -0.38 13.88 11.93
VGK
Europe -0.77 Jul 13 0.83 8.88 7.84
BNDX
International Bonds -0.89 Jul 13 0.44 1.50 1.38
BND
US Total Bond Market -0.91 Jul 13 0.27 0.70 0.75
LQD
US Invest. Grade Bonds -1.59 Jul 13 0.11 1.26 0.88
IJR
US Small Cap -2.24 Jul 13 7.28 19.67 23.98
TLT
US Long Term Treasuries -2.48 Jul 13 1.17 0.85 1.03
QQQ
US Technology -3.35 Jul 13 -0.15 27.73 20.16
CWB
US Convertible Bonds -3.59 Jul 13 -0.12 18.26 21.63
VPL
Pacific -4.92 Jul 13 -0.39 18.38 27.98
EEM
Emerging Markets -5.72 Jul 13 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
US Stocks Value 1.57 Jul 13 0.23 8.17 8.27
US Stocks Minimum Volatility 1.41 Jul 13 0.17 4.34 3.19
Ivy Portfolio Mebane Faber 1.02 Jul 13 -2.10 4.08 12.29
Cape US Sector Value Robert Shiller 0.98 Jul 13 0.89 5.40 0.88
Five Asset Roger Gibson 0.93 Jul 13 -1.89 5.27 11.37
Aggressive Global Income The Lazy Team 0.80 Jul 13 1.12 6.17 10.31
Six Ways from Sunday Scott Burns 0.80 Jul 13 -0.71 3.45 9.96
Seven Value Scott Burns 0.78 Jul 13 -0.13 4.61 10.72
US Stocks Equal Weight 0.69 Jul 13 2.28 11.29 11.98
Cockroach Portfolio Tony Dong 0.61 Jul 13 -0.36 -1.11 2.44
7Twelve Portfolio Craig Israelsen 0.46 Jul 13 -1.07 4.44 11.82
Talmud Portfolio 2x Leveraged Roger Gibson 0.34 Jul 13 -0.51 14.62 10.88
Warren Buffett Portfolio Warren Buffett 0.27 Jul 13 -0.86 13.83 8.95
Dynamic 60/40 Income The Lazy Team 0.24 Jul 13 -0.29 5.88 4.98
US Stocks ESG 0.21 Jul 13 -1.14 18.04 9.84
Talmud Portfolio Roger Gibson 0.16 Jul 13 0.51 8.59 7.63
US Cash 0.14 Jul 13 0.27 0.88 1.74
Dimensional Retirement Income Fund DFA 0.06 Jul 10 -1.38 2.12 2.41
One-Decision Portfolio Marvin Appel -0.03 Jul 13 0.77 7.02 7.03
Simple Money Portfolio Tim Maurer -0.06 Jul 13 0.64 6.53 7.86
US Stocks -0.07 Jul 13 -0.39 15.68 11.04
Short Term Treasury -0.10 Jul 13 0.06 0.33 0.60
Nano Portfolio John Wasik -0.11 Jul 13 0.36 7.04 6.80
Robo Advisor 0 Betterment -0.13 Jul 13 0.06 0.34 0.58
Dynamic 40/60 Income The Lazy Team -0.19 Jul 13 -0.56 4.73 3.24
Rob Arnott Portfolio Rob Arnott -0.19 Jul 13 -0.92 3.28 6.15
Sheltered Sam 0/100 Bill Bernstein -0.23 Jul 13 -0.15 0.53 0.85
Stocks/Bonds 80/20 -0.24 Jul 13 -0.27 12.58 8.98
Sheltered Sam 10/90 Bill Bernstein -0.24 Jul 13 0.04 1.75 2.23
Couch Potato Scott Burns -0.25 Jul 13 -0.42 8.08 6.13
Desert Portfolio with Bitcoin Gyroscopic Investing -0.25 Jul 13 -1.37 3.04 2.03
Stocks/Bonds 60/40 ESG -0.26 Jul 13 -0.61 10.80 6.17
Sheltered Sam 20/80 Bill Bernstein -0.26 Jul 13 0.22 2.97 3.62
Andrew Tobias Portfolio Andrew Tobias -0.26 Jul 13 0.12 8.11 7.17
Dedalo Three Dedalo Invest -0.27 Jul 13 -0.38 15.13 11.30
Sheltered Sam 30/70 Bill Bernstein -0.27 Jul 13 0.40 4.18 5.00
Stocks/Bonds 60/40 with Bitcoin -0.27 Jul 13 -0.46 9.19 6.14
Big Rocks Portfolio Larry Swedroe -0.27 Jul 13 1.33 8.06 9.41
Simple Path to Wealth JL Collins -0.28 Jul 13 -0.23 11.81 8.46
Sheltered Sam 40/60 Bill Bernstein -0.28 Jul 13 0.58 5.39 6.38
Sheltered Sam 50/50 Bill Bernstein -0.30 Jul 13 0.75 6.60 7.76
Marc Faber Portfolio Marc Faber -0.30 Jul 13 -2.51 2.42 4.70
Sheltered Sam 60/40 Bill Bernstein -0.31 Jul 13 0.91 7.80 9.14
Robo Advisor 10 Value Tilt Betterment -0.32 Jul 13 0.17 1.88 2.08
Sheltered Sam 70/30 Bill Bernstein -0.32 Jul 13 1.07 9.00 10.52
Sheltered Sam 80/20 Bill Bernstein -0.34 Jul 13 1.23 10.20 11.90
Gold -0.34 Jul 13 -11.68 -14.39 -7.05
Sheltered Sam 90/10 Bill Bernstein -0.35 Jul 13 1.39 11.39 13.28
US Stocks Quality -0.36 Jul 13 2.01 14.60 10.91
JP Morgan Balanced Portfolio JP Morgan -0.36 Jul 13 0.21 8.26 9.56
Sheltered Sam 100/0 Bill Bernstein -0.36 Jul 13 1.54 12.58 14.67
Desert Portfolio Gyroscopic Investing -0.38 Jul 13 -1.27 2.93 2.55
Conservative Income Charles Schwab -0.38 Jul 13 0.21 1.35 1.70
Conservative Portfolio Lyn Alden -0.40 Jul 13 -0.55 7.34 7.76
Dedalo Four Dedalo Invest -0.40 Jul 13 -0.23 12.31 9.33
Five Fold Scott Burns -0.40 Jul 13 0.29 7.90 7.86
Stocks/Bonds 60/40 -0.41 Jul 13 -0.14 9.54 6.92
US Inflation Protection -0.43 Jul 13 -0.46 0.82 1.23
Weird Portfolio Value Stock Geek -0.44 Jul 13 -1.39 3.50 6.71
Stocks/Bonds 40/60 with Bitcoin -0.44 Jul 13 -0.34 6.18 4.08
Lazy Portfolio David Swensen -0.48 Jul 13 0.20 9.57 9.17
Yale Endowment David Swensen -0.48 Jul 13 0.14 9.53 9.21
Aim comfortable trip Aim Ways -0.48 Jul 13 -1.09 3.64 5.22
Capricciosa Portfolio Davide Pisicchio -0.49 Jul 13 -0.75 7.86 6.29
Stocks/Bonds 40/60 ESG -0.49 Jul 13 -0.33 7.34 4.33
Robo Advisor 20 Value Tilt Betterment -0.50 Jul 13 0.29 3.40 3.57
Late Sixties and Beyond Burton Malkiel -0.51 Jul 13 0.54 9.83 9.28
Four Seasons Portfolio Davide Pisicchio -0.52 Jul 13 -1.32 5.54 4.89
In Saecula Saeculorum Fulvio Marchese -0.52 Jul 13 -1.28 5.50 4.44
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.53 Jul 13 -0.03 9.73 8.77
Berkshire Hathaway Warren Buffett -0.53 Jul 13 5.34 4.28 -0.79
Ultimate Buy&Hold FundAdvice -0.55 Jul 13 0.63 7.36 8.71
Permanent Portfolio with Bitcoin Harry Browne -0.55 Jul 13 -2.80 0.38 1.17
Margherita Portfolio Davide Pisicchio -0.56 Jul 13 -1.29 4.00 3.78
Tilt Toward Value Time Money Inc -0.57 Jul 13 0.66 8.39 8.22
Stocks/Bonds 40/60 -0.57 Jul 13 -0.01 6.54 4.86
All Weather Portfolio with Bitcoin Ray Dalio -0.58 Jul 13 -1.53 2.92 3.84
Edge Select Conservative Merrill Lynch -0.60 Jul 13 0.42 3.69 3.84
Core Four Rick Ferri -0.60 Jul 13 0.04 11.24 9.83
Simplified Permanent Portfolio The Lazy Team -0.62 Jul 13 -2.94 -0.10 0.97
Ultimate Buy and Hold Strategy Paul Merriman -0.64 Jul 13 0.98 12.16 14.50
Coward's Portfolio Bill Bernstein -0.65 Jul 13 1.25 9.14 10.17
Stocks/Bonds 60/40 2x Leveraged -0.65 Jul 13 -1.68 17.07 9.32
All Weather Portfolio Ray Dalio -0.65 Jul 13 -1.43 2.86 4.62
Long Term Portfolio Ben Stein -0.65 Jul 13 0.78 11.25 11.40
Simple and Cheap Time Money Inc -0.66 Jul 13 0.20 8.37 7.70
Coffeehouse Bill Schultheis -0.67 Jul 13 1.85 8.76 9.87
Pinwheel Tyler -0.67 Jul 13 -0.24 7.29 8.92
Golden Butterfly with Bitcoin Tyler -0.69 Jul 13 -1.17 3.48 4.78
Permanent Portfolio Harry Browne -0.69 Jul 13 -2.70 0.29 1.69
Perfect Portfolio Ben Stein -0.69 Jul 13 -0.40 10.70 11.89
Sandwich Portfolio Bob Clyatt -0.70 Jul 13 0.21 7.78 7.65
Pepperoni Portfolio Davide Pisicchio -0.72 Jul 13 -0.20 11.35 8.61
All Country World Stocks -0.73 Jul 13 -0.38 13.88 11.93
PISI Portfolio Davide Pisicchio -0.73 Jul 13 -1.18 3.13 2.67
Stocks/Bonds 20/80 -0.74 Jul 13 0.13 3.59 2.81
All Country World 80/20 -0.75 Jul 13 -0.25 11.37 9.79
Second Grader's Starter Paul Farrell -0.76 Jul 13 -0.16 13.02 11.06
European Stocks -0.77 Jul 13 0.83 8.88 7.84
All Country World 60/40 -0.78 Jul 13 -0.11 8.87 7.64
Mid-Fifties Burton Malkiel -0.79 Jul 13 0.44 11.37 10.75
Golden Ratio Portfolio Frank Vasquez -0.80 Jul 13 -1.35 4.84 5.88
Ideal Index Frank Armstrong -0.80 Jul 13 1.58 9.63 11.23
Four Funds Bogleheads -0.80 Jul 13 -0.16 11.52 10.08
Lifepath Fund iShares -0.80 Jul 13 0.23 6.28 5.71
All Country World 40/60 -0.81 Jul 13 0.04 6.39 5.50
Golden Butterfly Tyler -0.82 Jul 13 -1.08 3.37 5.30
Odd-Stats Strategy Aim Ways -0.82 Jul 13 -0.85 6.19 5.62
Aggressive Portfolio Lyn Alden -0.84 Jul 13 -0.33 10.86 10.74
All Country World 20/80 -0.84 Jul 13 0.19 3.93 3.36
Three Funds Bogleheads -0.84 Jul 13 -0.09 11.51 10.03
High Yield Bonds Income The Lazy Team -0.84 Jul 13 0.22 2.66 1.86
Margaritaville Scott Burns -0.85 Jul 13 -0.22 9.50 8.96
Gold Pivot Ptf Aim Ways -0.86 Jul 13 -3.83 -0.15 1.67
Four Square Scott Burns -0.87 Jul 13 -0.06 7.45 7.05
All Country World Bonds -0.87 Jul 13 0.36 1.48 1.21
Robo Advisor 100 Value Tilt Betterment -0.88 Jul 13 0.87 13.59 14.05
LifeStrategy Growth Fund Vanguard -0.88 Jul 13 -0.07 11.49 10.14
GAA Global Asset Allocation Mebane Faber -0.88 Jul 13 -1.11 4.63 6.82
Total Bond Developed World ex-US -0.89 Jul 13 0.44 1.50 1.38
LifeStrategy Moderate Growth Vanguard -0.89 Jul 13 0.02 8.83 7.84
LifeStrategy Conservative Growth Vanguard -0.89 Jul 13 0.12 6.18 5.54
LifeStrategy Income Fund Vanguard -0.90 Jul 13 0.22 3.55 3.24
Shield Strategy Aim Ways -0.90 Jul 13 -2.51 4.58 4.27
Edge Select Moderately Conservative Merrill Lynch -0.90 Jul 13 0.04 6.14 5.31
Total Bond US -0.91 Jul 13 0.27 0.70 0.75
Diavola Portfolio Davide Pisicchio -0.92 Jul 13 -0.28 17.01 12.23
Robo Advisor 50 Value Tilt Betterment -0.93 Jul 13 0.58 7.77 7.90
Dedalo Eleven Dedalo Invest -0.93 Jul 13 -0.20 12.55 10.87
Late Thirties to Early Forties Burton Malkiel -0.93 Jul 13 0.35 12.26 11.58
Larry Portfolio Larry Swedroe -0.97 Jul 13 0.64 4.39 5.40
Edge Select Moderate Merrill Lynch -0.99 Jul 13 0.09 8.54 7.49
Edge Select Moderately Aggressive Merrill Lynch -1.01 Jul 13 -0.01 10.88 9.46
Moderate Portfolio Lyn Alden -1.01 Jul 13 -0.26 10.06 9.93
Mid-Twenties Burton Malkiel -1.02 Jul 13 0.31 12.65 12.01
10-year Treasury -1.03 Jul 13 0.25 0.08 -0.06
No Brainer Portfolio Bill Bernstein -1.03 Jul 13 1.73 11.88 12.25
Edge Select Aggressive Merrill Lynch -1.09 Jul 13 0.10 13.15 11.63
Developed World ex-US 20/80 -1.13 Jul 13 0.30 3.61 4.07
Stocks/Bonds 40/60 2x Leveraged -1.19 Jul 13 -1.06 10.91 5.57
Robo Advisor 80 Value Tilt Betterment -1.24 Jul 13 0.55 11.94 12.70
Robo Advisor 90 Value Tilt Betterment -1.26 Jul 13 0.59 13.21 14.08
Eliminate Fat Tails Larry Swedroe -1.29 Jul 13 1.16 6.83 8.49
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.30 Jul 13 -6.25 -1.53 -2.01
All Weather Portfolio 2x Leveraged Ray Dalio -1.31 Jul 13 -2.77 2.23 5.86
Global Market Portfolio Credit Suisse -1.33 Jul 13 0.16 7.01 6.63
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.34 Jul 13 -3.00 4.64 1.79
Developed World ex-US 40/60 -1.37 Jul 13 0.16 5.68 6.77
Gretchen Tai Portfolio Gretchen Tai -1.38 Jul 13 0.24 10.70 10.97
Ulcer Free Strategy Aim Ways -1.54 Jul 13 -1.22 4.31 5.07
Developed World ex-US 40/60 Momentum -1.58 Jul 13 1.12 5.84 5.80
Gone Fishin' Portfolio Alexander Green -1.60 Jul 13 0.49 10.16 11.73
Developed World ex-US 60/40 -1.61 Jul 13 0.04 7.74 9.46
Robust Alpha Architect -1.64 Jul 13 2.18 14.16 18.54
Paul Boyer Portfolio Paul Boyer -1.72 Jul 13 -1.57 1.62 4.85
Developed World ex-US 80/20 -1.85 Jul 13 -0.09 9.77 12.16
Developed World ex-US 60/40 Momentum -1.92 Jul 13 1.43 8.00 8.01
Golden Butterfly 2x Leveraged Tyler -2.01 Jul 13 -1.34 7.28 7.87
Family Taxable Portfolio Ted Aronson -2.07 Jul 13 1.38 12.77 14.35
Developed World ex-US Stocks -2.09 Jul 13 -0.20 11.77 14.85
Stocks/Bonds 20/80 Momentum -2.37 Jul 13 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -2.61 Jul 13 2.04 12.32 12.44
Technology -3.35 Jul 13 -0.15 27.73 20.16
Ark Tech Portfolio Cathie Wood -3.66 Jul 13 2.06 29.22 15.91
Stocks/Bonds 40/60 Momentum -3.84 Jul 13 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -5.30 Jul 13 5.76 25.66 22.64
Emerging Markets Stocks -5.72 Jul 13 0.24 21.09 25.69
Stocks/Bonds 80/20 Momentum -6.76 Jul 13 7.28 34.26 29.94
US Stocks Momentum -8.23 Jul 13 8.68 43.01 37.24