Last Update - Jun 29 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 26▾ Time(ET) 1M 3M 6M
IJR
US Small Cap 6.02 Jun 29 1.14 7.08 15.43
VNQ
US REITs 3.63 Jun 29 -0.65 1.08 6.86
TLT
US Long Term Treasuries 2.35 Jun 29 0.53 -4.53 -2.79
EMB
Emerg. Market Bonds 0.69 Jun 29 1.09 -0.01 2.25
LQD
US Invest. Grade Bonds 0.69 Jun 29 0.86 -0.95 0.02
BND
US Total Bond Market 0.67 Jun 29 0.28 -1.32 0.18
BNDX
International Bonds 0.64 Jun 29 0.82 -1.11 0.40
BIL
US Cash 0.27 Jun 29 0.32 0.90 1.81
HYG
US High Yield Bonds 0.00 Jun 29 0.44 0.99 2.10
TIP
US TIPS -0.10 Jun 29 0.19 -0.10 1.06
VGK
Europe -0.29 Jun 29 2.15 -0.82 10.72
EFA
EAFE Stocks -0.48 Jun 29 2.42 -0.55 12.09
VT
World All Countries -1.77 Jun 29 4.58 7.20 13.39
VTI
US Total Stock Market -1.79 Jun 29 5.18 10.31 11.44
CWB
US Convertible Bonds -2.27 Jun 29 7.12 14.98 20.34
VPL
Pacific -2.31 Jun 29 8.25 6.62 31.36
SPY
US Large Cap -2.41 Jun 29 5.26 10.58 11.33
EEM
Emerging Markets -2.44 Jun 29 7.20 9.62 28.10
FLLA
Latin America -2.93 Jun 29 -4.91 -4.98 15.85
PFF
US Preferred Stocks -3.05 Jun 29 0.80 1.50 4.40
QQQ
US Technology -3.28 Jun 29 10.57 21.73 19.53
DBC
Commodities -9.84 Jun 29 -5.21 17.45 32.14
GLD
Gold -11.29 Jun 29 -1.54 -13.77 7.54
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.
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 Monthly Return (%)
Return (%) as of May 26
Portfolio Author Jun 26▾ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 4.82 Jun 29 -0.14 -6.09 -7.69
US Stocks Momentum 3.18 Jun 29 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 2.68 Jun 29 9.23 19.67 21.35
US Stocks Equal Weight 2.27 Jun 29 2.65 2.32 9.93
Stocks/Bonds 60/40 Momentum 2.18 Jun 29 7.16 14.40 16.05
Cape US Sector Value Robert Shiller 2.08 Jun 29 -0.98 -3.20 -0.60
Coffeehouse Bill Schultheis 1.68 Jun 29 1.46 2.62 8.00
Stocks/Bonds 40/60 Momentum 1.68 Jun 29 4.98 9.14 10.75
Stocks/Bonds 20/80 Momentum 1.17 Jun 29 2.69 3.91 5.46
Aggressive Global Income The Lazy Team 1.09 Jun 29 0.49 1.08 9.71
Ideal Index Frank Armstrong 1.02 Jun 29 1.92 2.94 10.48
Big Rocks Portfolio Larry Swedroe 0.98 Jun 29 1.51 2.75 8.76
Sheltered Sam 100/0 Bill Bernstein 0.97 Jun 29 2.81 4.31 14.38
Talmud Portfolio 2x Leveraged Roger Gibson 0.94 Jun 29 2.38 4.27 8.95
One-Decision Portfolio Marvin Appel 0.94 Jun 29 1.30 3.06 5.79
Cockroach Portfolio Tony Dong 0.92 Jun 29 -1.34 -7.46 1.70
Sheltered Sam 90/10 Bill Bernstein 0.87 Jun 29 2.57 3.89 13.03
Talmud Portfolio Roger Gibson 0.84 Jun 29 1.60 3.30 6.20
Sheltered Sam 80/20 Bill Bernstein 0.78 Jun 29 2.31 3.46 11.69
Coward's Portfolio Bill Bernstein 0.74 Jun 29 2.19 3.72 9.48
10-year Treasury 0.73 Jun 29 -0.02 -2.49 -1.06
Sheltered Sam 70/30 Bill Bernstein 0.69 Jun 29 2.05 3.03 10.34
Total Bond US 0.67 Jun 29 0.28 -1.32 0.18
All Country World Bonds 0.66 Jun 29 0.59 -1.05 0.58
US Stocks Quality 0.64 Jun 29 3.98 5.41 9.36
No Brainer Portfolio Bill Bernstein 0.64 Jun 29 2.62 5.09 11.19
Total Bond Developed World ex-US 0.64 Jun 29 0.82 -1.11 0.40
Robust Alpha Architect 0.63 Jun 29 2.80 9.90 16.53
Eliminate Fat Tails Larry Swedroe 0.60 Jun 29 1.55 2.95 7.54
Sheltered Sam 60/40 Bill Bernstein 0.60 Jun 29 1.79 2.59 9.00
Larry Portfolio Larry Swedroe 0.54 Jun 29 0.86 0.64 5.18
Conservative Income Charles Schwab 0.53 Jun 29 0.26 -0.25 1.23
Sheltered Sam 50/50 Bill Bernstein 0.50 Jun 29 1.53 2.15 7.65
High Yield Bonds Income The Lazy Team 0.47 Jun 29 0.90 0.25 1.59
Ultimate Buy and Hold Strategy Paul Merriman 0.43 Jun 29 2.76 3.80 15.05
Family Taxable Portfolio Ted Aronson 0.42 Jun 29 3.59 5.11 13.35
Sheltered Sam 40/60 Bill Bernstein 0.41 Jun 29 1.25 1.70 6.30
Simple Money Portfolio Tim Maurer 0.41 Jun 29 1.47 1.33 8.33
Tilt Toward Value Time Money Inc 0.39 Jun 29 2.18 3.05 7.70
Nano Portfolio John Wasik 0.39 Jun 29 1.49 1.83 6.43
Ultimate Buy&Hold FundAdvice 0.36 Jun 29 1.63 1.90 9.01
Edge Select Conservative Merrill Lynch 0.34 Jun 29 1.21 1.03 3.58
Developed World ex-US 40/60 Momentum 0.32 Jun 29 1.23 -0.52 5.64
Sheltered Sam 30/70 Bill Bernstein 0.32 Jun 29 0.98 1.25 4.96
US Cash 0.27 Jun 29 0.32 0.90 1.81
Sheltered Sam 20/80 Bill Bernstein 0.23 Jun 29 0.70 0.78 3.61
Five Fold Scott Burns 0.22 Jun 29 1.89 2.57 7.50
Developed World ex-US 20/80 0.21 Jun 29 1.58 -0.36 4.14
LifeStrategy Income Fund Vanguard 0.21 Jun 29 1.32 0.47 2.97
Late Sixties and Beyond Burton Malkiel 0.19 Jun 29 2.59 3.69 8.78
Stocks/Bonds 20/80 0.18 Jun 29 1.30 0.99 2.43
All Country World 20/80 0.18 Jun 29 1.43 0.64 3.14
Developed World ex-US 60/40 Momentum 0.16 Jun 29 1.43 -0.25 8.19
Robo Advisor 20 Value Tilt Betterment 0.15 Jun 29 1.06 0.81 3.66
Robo Advisor 0 Betterment 0.14 Jun 29 0.08 -0.25 0.81
Robo Advisor 10 Value Tilt Betterment 0.14 Jun 29 0.58 0.29 2.24
Seven Value Scott Burns 0.14 Jun 29 0.67 2.42 10.90
US Stocks Value 0.13 Jun 29 1.86 2.97 8.39
Sheltered Sam 10/90 Bill Bernstein 0.13 Jun 29 0.41 0.32 2.27
Short Term Treasury 0.13 Jun 29 0.08 -0.20 0.83
Robo Advisor 50 Value Tilt Betterment 0.09 Jun 29 2.36 2.44 7.90
Sheltered Sam 0/100 Bill Bernstein 0.04 Jun 29 0.12 -0.16 0.92
Long Term Portfolio Ben Stein 0.02 Jun 29 2.91 4.85 11.39
Global Market Portfolio Credit Suisse -0.01 Jun 29 2.43 2.01 6.31
Lifepath Fund iShares -0.08 Jun 29 1.97 2.38 5.66
Lazy Portfolio David Swensen -0.09 Jun 29 2.41 3.93 8.98
US Inflation Protection -0.10 Jun 29 0.19 -0.10 1.06
Yale Endowment David Swensen -0.12 Jun 29 2.49 3.85 9.21
Developed World ex-US Stocks Momentum -0.15 Jun 29 1.81 0.28 13.19
Simple and Cheap Time Money Inc -0.17 Jun 29 2.46 3.22 7.73
Mid-Fifties Burton Malkiel -0.21 Jun 29 3.22 4.59 10.67
Developed World ex-US 40/60 -0.21 Jun 29 2.30 0.36 7.84
Sandwich Portfolio Bob Clyatt -0.21 Jun 29 2.19 3.02 7.85
Dynamic 60/40 Income The Lazy Team -0.21 Jun 29 1.17 2.72 5.16
LifeStrategy Conservative Growth Vanguard -0.24 Jun 29 2.18 2.17 5.69
European Stocks -0.29 Jun 29 2.15 -0.82 10.72
Edge Select Moderately Conservative Merrill Lynch -0.30 Jun 29 2.21 2.55 5.49
Robo Advisor 100 Value Tilt Betterment -0.31 Jun 29 3.85 5.49 14.50
All Country World 40/60 -0.31 Jun 29 2.25 2.31 5.71
Stocks/Bonds 40/60 -0.31 Jun 29 2.31 3.31 4.68
JP Morgan Balanced Portfolio JP Morgan -0.32 Jun 29 1.90 4.47 9.85
US Stocks Minimum Volatility -0.33 Jun 29 2.07 -0.83 2.17
Ark Tech Portfolio Cathie Wood -0.35 Jun 29 11.68 16.59 11.52
Six Ways from Sunday Scott Burns -0.37 Jun 29 0.37 2.34 10.65
Robo Advisor 80 Value Tilt Betterment -0.38 Jun 29 3.69 4.91 13.35
Gone Fishin' Portfolio Alexander Green -0.41 Jun 29 2.86 3.25 12.80
Robo Advisor 90 Value Tilt Betterment -0.48 Jun 29 4.03 5.62 14.86
Rob Arnott Portfolio Rob Arnott -0.49 Jun 29 0.56 2.46 6.65
Dimensional Retirement Income Fund DFA -0.50 Jun 26 0.97 1.52 3.84
Late Thirties to Early Forties Burton Malkiel -0.52 Jun 29 3.62 5.25 11.82
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.53 Jun 29 2.98 4.35 9.22
Edge Select Moderate Merrill Lynch -0.56 Jun 29 2.90 4.05 7.83
Gretchen Tai Portfolio Gretchen Tai -0.58 Jun 29 3.40 4.24 11.76
Pinwheel Tyler -0.61 Jun 29 1.79 1.51 10.00
Stocks/Bonds 40/60 ESG -0.63 Jun 29 2.84 4.19 4.53
Four Square Scott Burns -0.63 Jun 29 2.56 2.96 7.60
Stocks/Bonds 40/60 with Bitcoin -0.63 Jun 29 2.20 3.39 4.19
Developed World ex-US 60/40 -0.64 Jun 29 3.00 1.05 11.50
Mid-Twenties Burton Malkiel -0.64 Jun 29 3.77 5.52 12.40
LifeStrategy Moderate Growth Vanguard -0.69 Jun 29 3.02 3.85 8.41
Andrew Tobias Portfolio Andrew Tobias -0.71 Jun 29 2.61 3.09 8.19
Core Four Rick Ferri -0.74 Jun 29 3.43 5.35 10.28
Weird Portfolio Value Stock Geek -0.79 Jun 29 0.58 -2.21 8.53
All Country World 60/40 -0.80 Jun 29 3.05 3.96 8.27
Dynamic 40/60 Income The Lazy Team -0.80 Jun 29 1.55 2.52 4.20
Stocks/Bonds 60/40 -0.80 Jun 29 3.29 5.64 6.93
Couch Potato Scott Burns -0.94 Jun 29 2.74 5.09 6.25
Edge Select Moderately Aggressive Merrill Lynch -0.97 Jun 29 3.68 5.57 10.11
Developed World ex-US 80/20 -1.06 Jun 29 3.67 1.71 15.14
Margaritaville Scott Burns -1.07 Jun 29 3.13 4.34 10.00
GAA Global Asset Allocation Mebane Faber -1.12 Jun 29 1.63 2.16 8.09
Stocks/Bonds 60/40 with Bitcoin -1.13 Jun 29 3.18 5.73 6.44
All Weather Portfolio Ray Dalio -1.13 Jun 29 1.12 1.14 5.31
LifeStrategy Growth Fund Vanguard -1.14 Jun 29 3.83 5.50 11.12
Three Funds Bogleheads -1.15 Jun 29 3.83 5.64 10.98
7Twelve Portfolio Craig Israelsen -1.16 Jun 29 -0.21 6.30 13.14
Edge Select Aggressive Merrill Lynch -1.16 Jun 29 4.28 6.84 12.37
Golden Butterfly Tyler -1.17 Jun 29 1.08 -0.78 6.76
Simple Path to Wealth JL Collins -1.17 Jun 29 4.01 7.39 8.62
Four Funds Bogleheads -1.22 Jun 29 3.81 5.76 11.07
Pepperoni Portfolio Davide Pisicchio -1.22 Jun 29 4.09 7.55 8.63
PISI Portfolio Davide Pisicchio -1.23 Jun 29 1.52 0.07 3.75
Odd-Stats Strategy Aim Ways -1.24 Jun 29 2.69 2.17 6.08
All Weather Portfolio with Bitcoin Ray Dalio -1.25 Jun 29 1.15 1.27 4.53
Golden Butterfly with Bitcoin Tyler -1.27 Jun 29 1.06 -0.33 6.22
Stocks/Bonds 60/40 ESG -1.28 Jun 29 4.11 7.05 6.76
All Country World 80/20 -1.28 Jun 29 3.82 5.59 10.83
Stocks/Bonds 80/20 -1.30 Jun 29 4.25 7.97 9.18
Dedalo Four Dedalo Invest -1.30 Jun 29 4.20 7.24 9.73
Stocks/Bonds 40/60 2x Leveraged -1.31 Jun 29 4.20 4.18 5.28
Perfect Portfolio Ben Stein -1.36 Jun 29 3.60 6.00 13.43
Dedalo Eleven Dedalo Invest -1.37 Jun 29 4.30 6.56 11.85
Second Grader's Starter Paul Farrell -1.39 Jun 29 4.30 6.78 12.11
Capricciosa Portfolio Davide Pisicchio -1.43 Jun 29 2.97 4.49 7.10
Desert Portfolio Gyroscopic Investing -1.46 Jun 29 1.38 0.45 4.08
Aim comfortable trip Aim Ways -1.47 Jun 29 1.63 -0.09 7.31
Developed World ex-US Stocks -1.49 Jun 29 4.32 2.35 18.74
Desert Portfolio with Bitcoin Gyroscopic Investing -1.57 Jun 29 1.36 0.93 3.54
Margherita Portfolio Davide Pisicchio -1.61 Jun 29 1.84 1.46 5.26
Ulcer Free Strategy Aim Ways -1.63 Jun 29 2.46 1.56 6.09
Golden Ratio Portfolio Frank Vasquez -1.67 Jun 29 1.87 0.79 7.33
In Saecula Saeculorum Fulvio Marchese -1.67 Jun 29 2.36 2.26 5.86
Five Asset Roger Gibson -1.72 Jun 29 0.38 6.18 13.67
Paul Boyer Portfolio Paul Boyer -1.75 Jun 29 0.90 -2.83 7.03
All Country World Stocks -1.77 Jun 29 4.58 7.20 13.39
All Weather Portfolio 2x Leveraged Ray Dalio -1.78 Jun 29 1.60 -2.09 6.76
Dedalo Three Dedalo Invest -1.78 Jun 29 5.00 9.36 12.03
US Stocks -1.79 Jun 29 5.18 10.31 11.44
Four Seasons Portfolio Davide Pisicchio -1.82 Jun 29 2.37 2.62 6.44
Ivy Portfolio Mebane Faber -1.91 Jun 29 -0.35 7.24 14.63
Diavola Portfolio Davide Pisicchio -1.96 Jun 29 6.08 11.98 12.34
Warren Buffett Portfolio Warren Buffett -2.05 Jun 29 4.90 9.70 9.92
Marc Faber Portfolio Marc Faber -2.26 Jun 29 0.88 -2.00 7.96
Golden Butterfly 2x Leveraged Tyler -2.29 Jun 29 1.52 -3.40 9.66
Emerging Markets Stocks -2.44 Jun 29 7.20 9.62 28.10
US Stocks ESG -2.59 Jun 29 6.58 12.89 11.23
Permanent Portfolio Harry Browne -2.61 Jun 29 1.14 -2.39 4.71
Stocks/Bonds 60/40 2x Leveraged -2.68 Jun 29 6.32 9.36 10.07
Permanent Portfolio with Bitcoin Harry Browne -2.72 Jun 29 1.11 -1.95 4.18
Simplified Permanent Portfolio The Lazy Team -2.91 Jun 29 0.92 -2.68 4.40
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.99 Jun 29 2.71 -1.64 4.33
Shield Strategy Aim Ways -3.10 Jun 29 2.84 1.70 7.25
Technology -3.28 Jun 29 10.57 21.73 19.53
Gold Pivot Ptf Aim Ways -4.19 Jun 29 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.21 Jun 29 1.58 -7.25 5.01
Gold -11.29 Jun 29 -1.54 -13.77 7.54