Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 24 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 26â–ľ Time(ET) 1M 3M 6M
IJR
US Small Cap 4.47 Jun 24 1.14 7.08 15.43
TLT
US Long Term Treasuries 2.29 Jun 24 0.53 -4.53 -2.79
VNQ
US REITs 2.26 Jun 24 -0.65 1.08 6.86
BNDX
International Bonds 0.59 Jun 24 0.82 -1.11 0.40
EMB
Emerg. Market Bonds 0.57 Jun 24 1.09 -0.01 2.25
BND
US Total Bond Market 0.46 Jun 24 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds 0.42 Jun 24 0.86 -0.95 0.02
BIL
US Cash 0.22 Jun 24 0.32 0.90 1.81
HYG
US High Yield Bonds -0.06 Jun 24 0.44 0.99 2.10
TIP
US TIPS -0.56 Jun 24 0.19 -0.10 1.06
CWB
US Convertible Bonds -0.76 Jun 24 7.12 14.98 20.34
EFA
EAFE Stocks -0.88 Jun 24 2.42 -0.55 12.09
VGK
Europe -0.98 Jun 24 2.15 -0.82 10.72
EEM
Emerging Markets -1.46 Jun 24 7.20 9.62 28.10
VPL
Pacific -1.53 Jun 24 8.25 6.62 31.36
VT
World All Countries -2.09 Jun 24 4.58 7.20 13.39
PFF
US Preferred Stocks -2.36 Jun 24 0.80 1.50 4.40
VTI
US Total Stock Market -2.39 Jun 24 5.18 10.31 11.44
SPY
US Large Cap -2.82 Jun 24 5.26 10.58 11.33
QQQ
US Technology -3.64 Jun 24 10.57 21.73 19.53
FLLA
Latin America -4.50 Jun 24 -4.91 -4.98 15.85
DBC
Commodities -10.28 Jun 24 -5.21 17.45 32.14
GLD
Gold -12.27 Jun 24 -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 26â–ľ Time(ET) 1M 3M 6M
Berkshire Hathaway Warren Buffett 4.50 Jun 24 -0.14 -6.09 -7.69
US Stocks Momentum 4.10 Jun 24 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 3.38 Jun 24 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 2.65 Jun 24 7.16 14.40 16.05
Stocks/Bonds 40/60 Momentum 1.92 Jun 24 4.98 9.14 10.75
Stocks/Bonds 20/80 Momentum 1.19 Jun 24 2.69 3.91 5.46
US Stocks Equal Weight 1.13 Jun 24 2.65 2.32 9.93
Coffeehouse Bill Schultheis 1.01 Jun 24 1.46 2.62 8.00
Total Bond Developed World ex-US 0.59 Jun 24 0.82 -1.11 0.40
All Country World Bonds 0.52 Jun 24 0.59 -1.05 0.58
Ideal Index Frank Armstrong 0.50 Jun 24 1.92 2.94 10.48
Total Bond US 0.46 Jun 24 0.28 -1.32 0.18
Big Rocks Portfolio Larry Swedroe 0.42 Jun 24 1.51 2.75 8.76
10-year Treasury 0.42 Jun 24 -0.02 -2.49 -1.06
Robust Alpha Architect 0.41 Jun 24 2.80 9.90 16.53
Aggressive Global Income The Lazy Team 0.39 Jun 24 0.49 1.08 9.71
High Yield Bonds Income The Lazy Team 0.36 Jun 24 0.90 0.25 1.59
Developed World ex-US 40/60 Momentum 0.34 Jun 24 1.23 -0.52 5.64
One-Decision Portfolio Marvin Appel 0.34 Jun 24 1.30 3.06 5.79
Eliminate Fat Tails Larry Swedroe 0.33 Jun 24 1.55 2.95 7.54
Coward's Portfolio Bill Bernstein 0.29 Jun 24 2.19 3.72 9.48
Conservative Income Charles Schwab 0.28 Jun 24 0.26 -0.25 1.23
Sheltered Sam 100/0 Bill Bernstein 0.22 Jun 24 2.81 4.31 14.38
Developed World ex-US 60/40 Momentum 0.22 Jun 24 1.43 -0.25 8.19
US Cash 0.22 Jun 24 0.32 0.90 1.81
Cape US Sector Value Robert Shiller 0.18 Jun 24 -0.98 -3.20 -0.60
Sheltered Sam 90/10 Bill Bernstein 0.18 Jun 24 2.57 3.89 13.03
Developed World ex-US 20/80 0.16 Jun 24 1.58 -0.36 4.14
Sheltered Sam 80/20 Bill Bernstein 0.14 Jun 24 2.31 3.46 11.69
Edge Select Conservative Merrill Lynch 0.12 Jun 24 1.21 1.03 3.58
Larry Portfolio Larry Swedroe 0.11 Jun 24 0.86 0.64 5.18
Talmud Portfolio Roger Gibson 0.11 Jun 24 1.60 3.30 6.20
Sheltered Sam 70/30 Bill Bernstein 0.09 Jun 24 2.05 3.03 10.34
No Brainer Portfolio Bill Bernstein 0.09 Jun 24 2.62 5.09 11.19
Family Taxable Portfolio Ted Aronson 0.07 Jun 24 3.59 5.11 13.35
Sheltered Sam 60/40 Bill Bernstein 0.05 Jun 24 1.79 2.59 9.00
Short Term Treasury 0.02 Jun 24 0.08 -0.20 0.83
Robo Advisor 0 Betterment 0.01 Jun 24 0.08 -0.25 0.81
LifeStrategy Income Fund Vanguard 0.01 Jun 24 1.32 0.47 2.97
Sheltered Sam 50/50 Bill Bernstein 0.01 Jun 24 1.53 2.15 7.65
All Country World 20/80 0.00 Jun 24 1.43 0.64 3.14
Robo Advisor 10 Value Tilt Betterment -0.01 Jun 24 0.58 0.29 2.24
Developed World ex-US Stocks Momentum -0.03 Jun 24 1.81 0.28 13.19
Robo Advisor 20 Value Tilt Betterment -0.03 Jun 24 1.06 0.81 3.66
Sheltered Sam 40/60 Bill Bernstein -0.04 Jun 24 1.25 1.70 6.30
Sheltered Sam 30/70 Bill Bernstein -0.08 Jun 24 0.98 1.25 4.96
Tilt Toward Value Time Money Inc -0.08 Jun 24 2.18 3.05 7.70
Stocks/Bonds 20/80 -0.11 Jun 24 1.30 0.99 2.43
Sheltered Sam 20/80 Bill Bernstein -0.13 Jun 24 0.70 0.78 3.61
US Stocks Value -0.13 Jun 24 1.86 2.97 8.39
Ultimate Buy&Hold FundAdvice -0.15 Jun 24 1.63 1.90 9.01
Robo Advisor 50 Value Tilt Betterment -0.16 Jun 24 2.36 2.44 7.90
Simple Money Portfolio Tim Maurer -0.16 Jun 24 1.47 1.33 8.33
Sheltered Sam 10/90 Bill Bernstein -0.17 Jun 24 0.41 0.32 2.27
Global Market Portfolio Credit Suisse -0.20 Jun 24 2.43 2.01 6.31
Sheltered Sam 0/100 Bill Bernstein -0.21 Jun 24 0.12 -0.16 0.92
Ultimate Buy and Hold Strategy Paul Merriman -0.21 Jun 24 2.76 3.80 15.05
Nano Portfolio John Wasik -0.22 Jun 24 1.49 1.83 6.43
Developed World ex-US 40/60 -0.27 Jun 24 2.30 0.36 7.84
Five Fold Scott Burns -0.28 Jun 24 1.89 2.57 7.50
Late Sixties and Beyond Burton Malkiel -0.28 Jun 24 2.59 3.69 8.78
Seven Value Scott Burns -0.41 Jun 24 0.67 2.42 10.90
Lifepath Fund iShares -0.42 Jun 24 1.97 2.38 5.66
Long Term Portfolio Ben Stein -0.47 Jun 24 2.91 4.85 11.39
LifeStrategy Conservative Growth Vanguard -0.48 Jun 24 2.18 2.17 5.69
Dynamic 60/40 Income The Lazy Team -0.51 Jun 24 1.17 2.72 5.16
All Country World 40/60 -0.52 Jun 24 2.25 2.31 5.71
Edge Select Moderately Conservative Merrill Lynch -0.55 Jun 24 2.21 2.55 5.49
Simple and Cheap Time Money Inc -0.55 Jun 24 2.46 3.22 7.73
US Inflation Protection -0.56 Jun 24 0.19 -0.10 1.06
Sandwich Portfolio Bob Clyatt -0.59 Jun 24 2.19 3.02 7.85
Lazy Portfolio David Swensen -0.60 Jun 24 2.41 3.93 8.98
Cockroach Portfolio Tony Dong -0.62 Jun 24 -1.34 -7.46 1.70
Talmud Portfolio 2x Leveraged Roger Gibson -0.62 Jun 24 2.38 4.27 8.95
Mid-Fifties Burton Malkiel -0.62 Jun 24 3.22 4.59 10.67
Robo Advisor 80 Value Tilt Betterment -0.64 Jun 24 3.69 4.91 13.35
Yale Endowment David Swensen -0.64 Jun 24 2.49 3.85 9.21
Dimensional Retirement Income Fund DFA -0.66 Jun 24 0.97 1.52 3.84
Stocks/Bonds 40/60 -0.68 Jun 24 2.31 3.31 4.68
Developed World ex-US 60/40 -0.70 Jun 24 3.00 1.05 11.50
Robo Advisor 100 Value Tilt Betterment -0.70 Jun 24 3.85 5.49 14.50
JP Morgan Balanced Portfolio JP Morgan -0.74 Jun 24 1.90 4.47 9.85
Robo Advisor 90 Value Tilt Betterment -0.77 Jun 24 4.03 5.62 14.86
Gone Fishin' Portfolio Alexander Green -0.83 Jun 24 2.86 3.25 12.80
Rob Arnott Portfolio Rob Arnott -0.84 Jun 24 0.56 2.46 6.65
Edge Select Moderate Merrill Lynch -0.84 Jun 24 2.90 4.05 7.83
Gretchen Tai Portfolio Gretchen Tai -0.84 Jun 24 3.40 4.24 11.76
Dynamic 40/60 Income The Lazy Team -0.85 Jun 24 1.55 2.52 4.20
Late Thirties to Early Forties Burton Malkiel -0.88 Jun 24 3.62 5.25 11.82
US Stocks Quality -0.89 Jun 24 3.98 5.41 9.36
Four Square Scott Burns -0.91 Jun 24 2.56 2.96 7.60
Six Ways from Sunday Scott Burns -0.92 Jun 24 0.37 2.34 10.65
Stocks/Bonds 40/60 ESG -0.95 Jun 24 2.84 4.19 4.53
Stocks/Bonds 40/60 with Bitcoin -0.95 Jun 24, 08:00PM 2.20 3.39 4.19
LifeStrategy Moderate Growth Vanguard -0.97 Jun 24 3.02 3.85 8.41
Mid-Twenties Burton Malkiel -0.98 Jun 24 3.77 5.52 12.40
European Stocks -0.98 Jun 24 2.15 -0.82 10.72
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.00 Jun 24 2.98 4.35 9.22
All Country World 60/40 -1.04 Jun 24 3.05 3.96 8.27
Andrew Tobias Portfolio Andrew Tobias -1.08 Jun 24 2.61 3.09 8.19
Developed World ex-US 80/20 -1.13 Jun 24 3.67 1.71 15.14
Core Four Rick Ferri -1.18 Jun 24 3.43 5.35 10.28
Pinwheel Tyler -1.19 Jun 24 1.79 1.51 10.00
Edge Select Moderately Aggressive Merrill Lynch -1.25 Jun 24 3.68 5.57 10.11
Stocks/Bonds 60/40 -1.25 Jun 24 3.29 5.64 6.93
GAA Global Asset Allocation Mebane Faber -1.39 Jun 24 1.63 2.16 8.09
Margaritaville Scott Burns -1.42 Jun 24 3.13 4.34 10.00
Edge Select Aggressive Merrill Lynch -1.45 Jun 24 4.28 6.84 12.37
Emerging Markets Stocks -1.46 Jun 24 7.20 9.62 28.10
LifeStrategy Growth Fund Vanguard -1.46 Jun 24 3.83 5.50 11.12
Couch Potato Scott Burns -1.47 Jun 24 2.74 5.09 6.25
All Weather Portfolio Ray Dalio -1.48 Jun 24 1.12 1.14 5.31
Three Funds Bogleheads -1.49 Jun 24 3.83 5.64 10.98
US Stocks Minimum Volatility -1.49 Jun 24 2.07 -0.83 2.17
Stocks/Bonds 60/40 with Bitcoin -1.52 Jun 24, 08:00PM 3.18 5.73 6.44
All Weather Portfolio with Bitcoin Ray Dalio -1.55 Jun 24, 08:00PM 1.15 1.27 4.53
Developed World ex-US Stocks -1.56 Jun 24 4.32 2.35 18.74
Perfect Portfolio Ben Stein -1.56 Jun 24 3.60 6.00 13.43
All Country World 80/20 -1.57 Jun 24 3.82 5.59 10.83
Pepperoni Portfolio Davide Pisicchio -1.57 Jun 24 4.09 7.55 8.63
7Twelve Portfolio Craig Israelsen -1.58 Jun 24 -0.21 6.30 13.14
Four Funds Bogleheads -1.59 Jun 24 3.81 5.76 11.07
Stocks/Bonds 60/40 ESG -1.66 Jun 24 4.11 7.05 6.76
Ulcer Free Strategy Aim Ways -1.67 Jun 24 2.46 1.56 6.09
Simple Path to Wealth JL Collins -1.67 Jun 24 4.01 7.39 8.62
Dedalo Eleven Dedalo Invest -1.68 Jun 24 4.30 6.56 11.85
PISI Portfolio Davide Pisicchio -1.69 Jun 24 1.52 0.07 3.75
Weird Portfolio Value Stock Geek -1.71 Jun 24 0.58 -2.21 8.53
Dedalo Four Dedalo Invest -1.72 Jun 24 4.20 7.24 9.73
Second Grader's Starter Paul Farrell -1.78 Jun 24 4.30 6.78 12.11
Capricciosa Portfolio Davide Pisicchio -1.80 Jun 24 2.97 4.49 7.10
Odd-Stats Strategy Aim Ways -1.81 Jun 24 2.69 2.17 6.08
Stocks/Bonds 80/20 -1.82 Jun 24 4.25 7.97 9.18
Golden Butterfly Tyler -1.88 Jun 24 1.08 -0.78 6.76
Desert Portfolio Gyroscopic Investing -1.89 Jun 24 1.38 0.45 4.08
Golden Butterfly with Bitcoin Tyler -1.93 Jun 24, 08:00PM 1.06 -0.33 6.22
Desert Portfolio with Bitcoin Gyroscopic Investing -1.94 Jun 24, 08:00PM 1.36 0.93 3.54
Margherita Portfolio Davide Pisicchio -1.95 Jun 24 1.84 1.46 5.26
Aim comfortable trip Aim Ways -2.02 Jun 24 1.63 -0.09 7.31
Stocks/Bonds 40/60 2x Leveraged -2.04 Jun 24 4.20 4.18 5.28
All Country World Stocks -2.09 Jun 24 4.58 7.20 13.39
Paul Boyer Portfolio Paul Boyer -2.12 Jun 24 0.90 -2.83 7.03
In Saecula Saeculorum Fulvio Marchese -2.15 Jun 24 2.36 2.26 5.86
Four Seasons Portfolio Davide Pisicchio -2.20 Jun 24 2.37 2.62 6.44
Five Asset Roger Gibson -2.24 Jun 24 0.38 6.18 13.67
Golden Ratio Portfolio Frank Vasquez -2.26 Jun 24 1.87 0.79 7.33
Dedalo Three Dedalo Invest -2.30 Jun 24 5.00 9.36 12.03
All Weather Portfolio 2x Leveraged Ray Dalio -2.36 Jun 24 1.60 -2.09 6.76
US Stocks -2.39 Jun 24 5.18 10.31 11.44
Ivy Portfolio Mebane Faber -2.44 Jun 24 -0.35 7.24 14.63
Diavola Portfolio Davide Pisicchio -2.46 Jun 24 6.08 11.98 12.34
Warren Buffett Portfolio Warren Buffett -2.54 Jun 24 4.90 9.70 9.92
Marc Faber Portfolio Marc Faber -2.94 Jun 24 0.88 -2.00 7.96
Permanent Portfolio Harry Browne -3.04 Jun 24 1.14 -2.39 4.71
US Stocks ESG -3.08 Jun 24 6.58 12.89 11.23
Permanent Portfolio with Bitcoin Harry Browne -3.09 Jun 24, 08:00PM 1.11 -1.95 4.18
Stocks/Bonds 60/40 2x Leveraged -3.40 Jun 24 6.32 9.36 10.07
Simplified Permanent Portfolio The Lazy Team -3.45 Jun 24 0.92 -2.68 4.40
Shield Strategy Aim Ways -3.60 Jun 24 2.84 1.70 7.25
Technology -3.64 Jun 24 10.57 21.73 19.53
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.81 Jun 24 2.71 -1.64 4.33
Golden Butterfly 2x Leveraged Tyler -3.95 Jun 24 1.52 -3.40 9.66
Ark Tech Portfolio Cathie Wood -4.39 Jun 24 11.68 16.59 11.52
Gold Pivot Ptf Aim Ways -4.67 Jun 24 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -7.15 Jun 24 1.58 -7.25 5.01
Gold -12.27 Jun 24 -1.54 -13.77 7.54