Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 01 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
EEM
Emerging Markets 2.31 Jun 01 7.20 9.62 28.10
DBC
Commodities 1.75 Jun 01 -5.21 17.45 32.14
CWB
US Convertible Bonds 1.57 Jun 01 7.12 14.98 20.34
VPL
Pacific 1.39 Jun 01 8.25 6.62 31.36
QQQ
US Technology 0.77 Jun 01 10.57 21.73 19.53
VT
World All Countries 0.49 Jun 01 4.58 7.20 13.39
VTI
US Total Stock Market 0.42 Jun 01 5.18 10.31 11.44
SPY
US Large Cap 0.41 Jun 01 5.26 10.58 11.33
FLLA
Latin America -0.02 Jun 01 -4.91 -4.98 15.85
IJR
US Small Cap -0.03 Jun 01 1.14 7.08 15.43
EFA
EAFE Stocks -0.18 Jun 01 2.42 -0.55 12.09
BIL
US Cash -0.28 Jun 01 0.32 0.90 1.81
VGK
Europe -0.29 Jun 01 2.15 -0.82 10.72
PFF
US Preferred Stocks -0.36 Jun 01 0.80 1.50 4.40
BND
US Total Bond Market -0.47 Jun 01 0.28 -1.32 0.18
BNDX
International Bonds -0.48 Jun 01 0.82 -1.11 0.40
EMB
Emerg. Market Bonds -0.53 Jun 01 1.09 -0.01 2.25
LQD
US Invest. Grade Bonds -0.53 Jun 01 0.86 -0.95 0.02
TLT
US Long Term Treasuries -0.55 Jun 01 0.53 -4.53 -2.79
HYG
US High Yield Bonds -0.63 Jun 01 0.44 0.99 2.10
TIP
US TIPS -1.16 Jun 01 0.19 -0.10 1.06
GLD
Gold -1.28 Jun 01 -1.54 -13.77 7.54
VNQ
US REITs -1.33 Jun 01 -0.65 1.08 6.86
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
Emerging Markets Stocks 2.31 Jun 01 7.20 9.62 28.10
Technology 0.77 Jun 01 10.57 21.73 19.53
US Stocks ESG 0.62 Jun 01 6.58 12.89 11.23
US Stocks Momentum 0.59 Jun 01 11.21 24.96 26.65
Edge Select Aggressive Merrill Lynch 0.51 Jun 01 4.28 6.84 12.37
US Stocks Minimum Volatility 0.50 Jun 01 2.07 -0.83 2.17
All Country World Stocks 0.49 Jun 01 4.58 7.20 13.39
Perfect Portfolio Ben Stein 0.47 Jun 01 3.60 6.00 13.43
Robo Advisor 90 Value Tilt Betterment 0.47 Jun 01 4.03 5.62 14.86
All Weather Portfolio 2x Leveraged Ray Dalio 0.46 Jun 01 1.60 -2.09 6.76
Dedalo Three Dedalo Invest 0.44 Jun 01 5.00 9.36 12.03
Robo Advisor 100 Value Tilt Betterment 0.43 Jun 01 3.85 5.49 14.50
Warren Buffett Portfolio Warren Buffett 0.42 Jun 01 4.90 9.70 9.92
US Stocks 0.42 Jun 01 5.18 10.31 11.44
Diavola Portfolio Davide Pisicchio 0.41 Jun 01 6.08 11.98 12.34
Second Grader's Starter Paul Farrell 0.38 Jun 01 4.30 6.78 12.11
Stocks/Bonds 80/20 Momentum 0.38 Jun 01 9.23 19.67 21.35
Robo Advisor 80 Value Tilt Betterment 0.36 Jun 01 3.69 4.91 13.35
7Twelve Portfolio Craig Israelsen 0.35 Jun 01 -0.21 6.30 13.14
Developed World ex-US Stocks 0.33 Jun 01 4.32 2.35 18.74
US Stocks Quality 0.33 Jun 01 3.98 5.41 9.36
US Stocks Equal Weight 0.33 Jun 01 2.65 2.32 9.93
Stocks/Bonds 60/40 2x Leveraged 0.33 Jun 01 6.32 9.36 10.07
Mid-Twenties Burton Malkiel 0.32 Jun 01 3.77 5.52 12.40
Edge Select Moderately Aggressive Merrill Lynch 0.32 Jun 01 3.68 5.57 10.11
Dedalo Eleven Dedalo Invest 0.32 Jun 01 4.30 6.56 11.85
LifeStrategy Growth Fund Vanguard 0.29 Jun 01 3.83 5.50 11.12
All Country World 80/20 0.29 Jun 01 3.82 5.59 10.83
Three Funds Bogleheads 0.29 Jun 01 3.83 5.64 10.98
Late Thirties to Early Forties Burton Malkiel 0.27 Jun 01 3.62 5.25 11.82
Ivy Portfolio Mebane Faber 0.26 Jun 01 -0.35 7.24 14.63
Family Taxable Portfolio Ted Aronson 0.26 Jun 01 3.59 5.11 13.35
Dedalo Four Dedalo Invest 0.26 Jun 01 4.20 7.24 9.73
Stocks/Bonds 80/20 0.24 Jun 01 4.25 7.97 9.18
Four Funds Bogleheads 0.22 Jun 01 3.81 5.76 11.07
Stocks/Bonds 60/40 ESG 0.22 Jun 01 4.11 7.05 6.76
Simple Path to Wealth JL Collins 0.19 Jun 01 4.01 7.39 8.62
Five Asset Roger Gibson 0.19 Jun 01 0.38 6.18 13.67
Pepperoni Portfolio Davide Pisicchio 0.19 Jun 01 4.09 7.55 8.63
No Brainer Portfolio Bill Bernstein 0.18 Jun 01 2.62 5.09 11.19
Developed World ex-US 80/20 0.17 Jun 01 3.67 1.71 15.14
Stocks/Bonds 60/40 Momentum 0.17 Jun 01 7.16 14.40 16.05
Long Term Portfolio Ben Stein 0.15 Jun 01 2.91 4.85 11.39
Core Four Rick Ferri 0.14 Jun 01 3.43 5.35 10.28
Gretchen Tai Portfolio Gretchen Tai 0.14 Jun 01 3.40 4.24 11.76
Mid-Fifties Burton Malkiel 0.13 Jun 01 3.22 4.59 10.67
Edge Select Moderate Merrill Lynch 0.11 Jun 01 2.90 4.05 7.83
LifeStrategy Moderate Growth Vanguard 0.10 Jun 01 3.02 3.85 8.41
All Country World 60/40 0.10 Jun 01 3.05 3.96 8.27
Stocks/Bonds 40/60 2x Leveraged 0.09 Jun 01 4.20 4.18 5.28
Sheltered Sam 100/0 Bill Bernstein 0.07 Jun 01 2.81 4.31 14.38
Gone Fishin' Portfolio Alexander Green 0.06 Jun 01 2.86 3.25 12.80
Stocks/Bonds 60/40 with Bitcoin 0.06 Jun 01
partial data
3.18 5.73 6.44
Stocks/Bonds 60/40 0.06 Jun 01 3.29 5.64 6.93
Robust Alpha Architect 0.05 Jun 01 2.80 9.90 16.53
JP Morgan Balanced Portfolio JP Morgan 0.05 Jun 01 1.90 4.47 9.85
Ark Tech Portfolio Cathie Wood 0.04 Jun 01 11.68 16.59 11.52
Coward's Portfolio Bill Bernstein 0.03 Jun 01 2.19 3.72 9.48
Capricciosa Portfolio Davide Pisicchio 0.02 Jun 01 2.97 4.49 7.10
Stocks/Bonds 40/60 ESG 0.01 Jun 01 2.84 4.19 4.53
Developed World ex-US 60/40 0.01 Jun 01 3.00 1.05 11.50
Sheltered Sam 90/10 Bill Bernstein 0.00 Jun 01 2.57 3.89 13.03
Golden Ratio Portfolio Frank Vasquez 0.00 Jun 01 1.87 0.79 7.33
Ideal Index Frank Armstrong -0.02 Jun 01 1.92 2.94 10.48
Six Ways from Sunday Scott Burns -0.03 Jun 01 0.37 2.34 10.65
Robo Advisor 50 Value Tilt Betterment -0.04 Jun 01 2.36 2.44 7.90
Andrew Tobias Portfolio Andrew Tobias -0.04 Jun 01 2.61 3.09 8.19
GAA Global Asset Allocation Mebane Faber -0.05 Jun 01 1.63 2.16 8.09
Stocks/Bonds 40/60 Momentum -0.05 Jun 01 4.98 9.14 10.75
Seven Value Scott Burns -0.05 Jun 01 0.67 2.42 10.90
Margaritaville Scott Burns -0.05 Jun 01 3.13 4.34 10.00
Late Sixties and Beyond Burton Malkiel -0.05 Jun 01 2.59 3.69 8.78
Ultimate Buy and Hold Strategy Paul Merriman -0.08 Jun 01 2.76 3.80 15.05
Simple and Cheap Time Money Inc -0.08 Jun 01 2.46 3.22 7.73
Sheltered Sam 80/20 Bill Bernstein -0.08 Jun 01 2.31 3.46 11.69
Global Market Portfolio Credit Suisse -0.08 Jun 01 2.43 2.01 6.31
Developed World ex-US Stocks Momentum -0.09 Jun 01 1.81 0.28 13.19
LifeStrategy Conservative Growth Vanguard -0.09 Jun 01 2.18 2.17 5.69
Edge Select Moderately Conservative Merrill Lynch -0.09 Jun 01 2.21 2.55 5.49
All Country World 40/60 -0.09 Jun 01 2.25 2.31 5.71
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.11 Jun 01 2.98 4.35 9.22
Stocks/Bonds 40/60 with Bitcoin -0.11 Jun 01
partial data
2.20 3.39 4.19
Stocks/Bonds 40/60 -0.12 Jun 01 2.31 3.31 4.68
Sandwich Portfolio Bob Clyatt -0.12 Jun 01 2.19 3.02 7.85
Tilt Toward Value Time Money Inc -0.13 Jun 01 2.18 3.05 7.70
All Weather Portfolio Ray Dalio -0.14 Jun 01 1.12 1.14 5.31
All Weather Portfolio with Bitcoin Ray Dalio -0.14 Jun 01
partial data
1.15 1.27 4.53
Four Seasons Portfolio Davide Pisicchio -0.14 Jun 01 2.37 2.62 6.44
Pinwheel Tyler -0.15 Jun 01 1.79 1.51 10.00
Developed World ex-US 40/60 -0.15 Jun 01 2.30 0.36 7.84
Sheltered Sam 70/30 Bill Bernstein -0.16 Jun 01 2.05 3.03 10.34
Lifepath Fund iShares -0.16 Jun 01 1.97 2.38 5.66
Four Square Scott Burns -0.16 Jun 01 2.56 2.96 7.60
Ulcer Free Strategy Aim Ways -0.16 Jun 01 2.46 1.56 6.09
Eliminate Fat Tails Larry Swedroe -0.16 Jun 01 1.55 2.95 7.54
In Saecula Saeculorum Fulvio Marchese -0.17 Jun 01 2.36 2.26 5.86
Big Rocks Portfolio Larry Swedroe -0.18 Jun 01 1.51 2.75 8.76
Lazy Portfolio David Swensen -0.19 Jun 01 2.41 3.93 8.98
Coffeehouse Bill Schultheis -0.21 Jun 01 1.46 2.62 8.00
Shield Strategy Aim Ways -0.22 Jun 01 2.84 1.70 7.25
Rob Arnott Portfolio Rob Arnott -0.22 Jun 01 0.56 2.46 6.65
Yale Endowment David Swensen -0.23 Jun 01 2.49 3.85 9.21
Sheltered Sam 60/40 Bill Bernstein -0.23 Jun 01 1.79 2.59 9.00
Larry Portfolio Larry Swedroe -0.23 Jun 01 0.86 0.64 5.18
Margherita Portfolio Davide Pisicchio -0.24 Jun 01 1.84 1.46 5.26
Developed World ex-US 60/40 Momentum -0.24 Jun 01 1.43 -0.25 8.19
Odd-Stats Strategy Aim Ways -0.24 Jun 01 2.69 2.17 6.08
Stocks/Bonds 20/80 Momentum -0.26 Jun 01 2.69 3.91 5.46
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.26 Jun 01 2.71 -1.64 4.33
Paul Boyer Portfolio Paul Boyer -0.26 Jun 01 0.90 -2.83 7.03
Robo Advisor 20 Value Tilt Betterment -0.26 Jun 01 1.06 0.81 3.66
Edge Select Conservative Merrill Lynch -0.27 Jun 01 1.21 1.03 3.58
Ultimate Buy&Hold FundAdvice -0.28 Jun 01 1.63 1.90 9.01
LifeStrategy Income Fund Vanguard -0.28 Jun 01 1.32 0.47 2.97
Desert Portfolio with Bitcoin Gyroscopic Investing -0.28 Jun 01
partial data
1.36 0.93 3.54
US Cash -0.28 Jun 01 0.32 0.90 1.81
Aggressive Global Income The Lazy Team -0.28 Jun 01 0.49 1.08 9.71
European Stocks -0.29 Jun 01 2.15 -0.82 10.72
All Country World 20/80 -0.29 Jun 01 1.43 0.64 3.14
Stocks/Bonds 20/80 -0.29 Jun 01 1.30 0.99 2.43
Golden Butterfly with Bitcoin Tyler -0.29 Jun 01
partial data
1.06 -0.33 6.22
Dynamic 40/60 Income The Lazy Team -0.30 Jun 01 1.55 2.52 4.20
Sheltered Sam 50/50 Bill Bernstein -0.31 Jun 01 1.53 2.15 7.65
Desert Portfolio Gyroscopic Investing -0.31 Jun 01 1.38 0.45 4.08
Developed World ex-US 20/80 -0.31 Jun 01 1.58 -0.36 4.14
Golden Butterfly Tyler -0.32 Jun 01 1.08 -0.78 6.76
Developed World ex-US 40/60 Momentum -0.32 Jun 01 1.23 -0.52 5.64
Aim comfortable trip Aim Ways -0.32 Jun 01 1.63 -0.09 7.31
Robo Advisor 10 Value Tilt Betterment -0.33 Jun 01 0.58 0.29 2.24
PISI Portfolio Davide Pisicchio -0.35 Jun 01 1.52 0.07 3.75
One-Decision Portfolio Marvin Appel -0.36 Jun 01 1.30 3.06 5.79
Short Term Treasury -0.37 Jun 01 0.08 -0.20 0.83
Couch Potato Scott Burns -0.37 Jun 01 2.74 5.09 6.25
Simple Money Portfolio Tim Maurer -0.38 Jun 01 1.47 1.33 8.33
Sheltered Sam 40/60 Bill Bernstein -0.38 Jun 01 1.25 1.70 6.30
Five Fold Scott Burns -0.39 Jun 01 1.89 2.57 7.50
Robo Advisor 0 Betterment -0.39 Jun 01 0.08 -0.25 0.81
Permanent Portfolio with Bitcoin Harry Browne -0.40 Jun 01
partial data
1.11 -1.95 4.18
US Stocks Value -0.41 Jun 01 1.86 2.97 8.39
Permanent Portfolio Harry Browne -0.42 Jun 01 1.14 -2.39 4.71
Talmud Portfolio 2x Leveraged Roger Gibson -0.45 Jun 01 2.38 4.27 8.95
Dynamic 60/40 Income The Lazy Team -0.46 Jun 01 1.17 2.72 5.16
Sheltered Sam 30/70 Bill Bernstein -0.46 Jun 01 0.98 1.25 4.96
Talmud Portfolio Roger Gibson -0.46 Jun 01 1.60 3.30 6.20
Total Bond US -0.47 Jun 01 0.28 -1.32 0.18
Total Bond Developed World ex-US -0.48 Jun 01 0.82 -1.11 0.40
All Country World Bonds -0.48 Jun 01 0.59 -1.05 0.58
Simplified Permanent Portfolio The Lazy Team -0.51 Jun 01 0.92 -2.68 4.40
Gold Pivot Ptf Aim Ways -0.51 Jun 01 1.65 -2.36 6.47
Golden Butterfly 2x Leveraged Tyler -0.53 Jun 01 1.52 -3.40 9.66
Sheltered Sam 20/80 Bill Bernstein -0.54 Jun 01 0.70 0.78 3.61
Nano Portfolio John Wasik -0.54 Jun 01 1.49 1.83 6.43
High Yield Bonds Income The Lazy Team -0.58 Jun 01 0.90 0.25 1.59
Marc Faber Portfolio Marc Faber -0.58 Jun 01 0.88 -2.00 7.96
10-year Treasury -0.59 Jun 01 -0.02 -2.49 -1.06
Conservative Income Charles Schwab -0.60 Jun 01 0.26 -0.25 1.23
Sheltered Sam 10/90 Bill Bernstein -0.61 Jun 01 0.41 0.32 2.27
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -0.65 Jun 01 1.58 -7.25 5.01
Sheltered Sam 0/100 Bill Bernstein -0.69 Jun 01 0.12 -0.16 0.92
Cape US Sector Value Robert Shiller -0.70 Jun 01 -0.98 -3.20 -0.60
Weird Portfolio Value Stock Geek -0.81 Jun 01 0.58 -2.21 8.53
Berkshire Hathaway Warren Buffett -0.90 Jun 01 -0.14 -6.09 -7.69
US Inflation Protection -1.16 Jun 01 0.19 -0.10 1.06
Gold -1.28 Jun 01 -1.54 -13.77 7.54
Cockroach Portfolio Tony Dong -1.31 Jun 01 -1.34 -7.46 1.70
Dimensional Retirement Income Fund DFA - not available 0.97 1.52 3.84