Last Update - Jul 06 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
GLD
Gold 3.73 Jul 06 -11.68 -14.39 -7.05
VGK
Europe 1.62 Jul 06 0.83 8.88 7.84
EFA
EAFE Stocks 1.52 Jul 06 0.69 8.64 9.89
PFF
US Preferred Stocks 1.29 Jul 06 -2.97 1.93 0.48
DBC
Commodities 1.28 Jul 06 -9.57 -7.91 19.23
FLLA
Latin America 0.96 Jul 06 -2.93 -4.95 11.58
VNQ
US REITs 0.84 Jul 06 1.65 9.67 11.11
SPY
US Large Cap 0.60 Jul 06 -1.03 15.12 10.09
VT
World All Countries 0.55 Jul 06 -0.38 13.88 11.93
VTI
US Total Stock Market 0.44 Jul 06 -0.39 15.68 11.04
HYG
US High Yield Bonds 0.34 Jul 06 0.09 2.05 1.69
EMB
Emerg. Market Bonds 0.32 Jul 06 0.43 4.05 2.38
TIP
US TIPS 0.11 Jul 06 -0.46 0.82 1.23
BIL
US Cash 0.06 Jul 06 0.27 0.88 1.74
LQD
US Invest. Grade Bonds -0.02 Jul 06 0.11 1.26 0.88
BND
US Total Bond Market -0.04 Jul 06 0.27 0.70 0.75
BNDX
International Bonds -0.20 Jul 06 0.44 1.50 1.38
VPL
Pacific -0.39 Jul 06 -0.39 18.38 27.98
TLT
US Long Term Treasuries -0.76 Jul 06 1.17 0.85 1.03
IJR
US Small Cap -1.01 Jul 06 7.28 19.67 23.98
EEM
Emerging Markets -1.23 Jul 06 0.24 21.09 25.69
QQQ
US Technology -1.84 Jul 06 -0.15 27.73 20.16
CWB
US Convertible Bonds -2.23 Jul 06 -0.12 18.26 21.63
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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Gold 3.73 Jul 06 -11.68 -14.39 -7.05
Ark Tech Portfolio Cathie Wood 2.25 Jul 06 2.06 29.22 15.91
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 1.98 Jul 06 -6.25 -1.53 -2.01
European Stocks 1.62 Jul 06 0.83 8.88 7.84
US Stocks Value 1.59 Jul 06 0.23 8.17 8.27
Cape US Sector Value Robert Shiller 1.51 Jul 06 0.89 5.40 0.88
US Stocks Minimum Volatility 1.48 Jul 06 0.17 4.34 3.19
Cockroach Portfolio Tony Dong 1.38 Jul 06 -0.36 -1.11 2.44
Marc Faber Portfolio Marc Faber 1.24 Jul 06 -2.51 2.42 4.70
Weird Portfolio Value Stock Geek 1.16 Jul 06 -1.39 3.50 6.71
Golden Butterfly 2x Leveraged Tyler 1.13 Jul 06 -1.34 7.28 7.87
Berkshire Hathaway Warren Buffett 1.09 Jul 06 5.34 4.28 -0.79
US Stocks Equal Weight 1.05 Jul 06 2.28 11.29 11.98
Gold Pivot Ptf Aim Ways 1.04 Jul 06 -3.83 -0.15 1.67
Simplified Permanent Portfolio The Lazy Team 1.00 Jul 06 -2.94 -0.10 0.97
Permanent Portfolio with Bitcoin Harry Browne 0.92 Jul 06 -2.80 0.38 1.17
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.91 Jul 06 -3.00 4.64 1.79
Developed World ex-US Stocks 0.90 Jul 06 -0.20 11.77 14.85
Permanent Portfolio Harry Browne 0.87 Jul 06 -2.70 0.29 1.69
Simple Money Portfolio Tim Maurer 0.81 Jul 06 0.64 6.53 7.86
Ultimate Buy and Hold Strategy Paul Merriman 0.77 Jul 06 0.98 12.16 14.50
Andrew Tobias Portfolio Andrew Tobias 0.70 Jul 06 0.12 8.11 7.17
Developed World ex-US 80/20 0.68 Jul 06 -0.09 9.77 12.16
Talmud Portfolio 2x Leveraged Roger Gibson 0.67 Jul 06 -0.51 14.62 10.88
Shield Strategy Aim Ways 0.66 Jul 06 -2.51 4.58 4.27
US Stocks ESG 0.65 Jul 06 -1.14 18.04 9.84
Aim comfortable trip Aim Ways 0.65 Jul 06 -1.09 3.64 5.22
Five Asset Roger Gibson 0.63 Jul 06 -1.89 5.27 11.37
Desert Portfolio with Bitcoin Gyroscopic Investing 0.61 Jul 06 -1.37 3.04 2.03
Dynamic 60/40 Income The Lazy Team 0.61 Jul 06 -0.29 5.88 4.98
Pinwheel Tyler 0.60 Jul 06 -0.24 7.29 8.92
Aggressive Global Income The Lazy Team 0.59 Jul 06 1.12 6.17 10.31
Ivy Portfolio Mebane Faber 0.59 Jul 06 -2.10 4.08 12.29
Conservative Portfolio Lyn Alden 0.58 Jul 06 -0.55 7.34 7.76
Stocks/Bonds 60/40 2x Leveraged 0.58 Jul 06 -1.68 17.07 9.32
Warren Buffett Portfolio Warren Buffett 0.58 Jul 06 -0.86 13.83 8.95
Nano Portfolio John Wasik 0.57 Jul 06 0.36 7.04 6.80
Golden Butterfly with Bitcoin Tyler 0.57 Jul 06 -1.17 3.48 4.78
In Saecula Saeculorum Fulvio Marchese 0.57 Jul 06 -1.28 5.50 4.44
Desert Portfolio Gyroscopic Investing 0.56 Jul 06 -1.27 2.93 2.55
All Country World Stocks 0.55 Jul 06 -0.38 13.88 11.93
Golden Butterfly Tyler 0.52 Jul 06 -1.08 3.37 5.30
Dynamic 40/60 Income The Lazy Team 0.50 Jul 06 -0.56 4.73 3.24
Paul Boyer Portfolio Paul Boyer 0.50 Jul 06 -1.57 1.62 4.85
Sheltered Sam 100/0 Bill Bernstein 0.49 Jul 06 1.54 12.58 14.67
Four Seasons Portfolio Davide Pisicchio 0.48 Jul 06 -1.32 5.54 4.89
Robo Advisor 100 Value Tilt Betterment 0.48 Jul 06 0.87 13.59 14.05
Dedalo Three Dedalo Invest 0.47 Jul 06 -0.38 15.13 11.30
Ultimate Buy&Hold FundAdvice 0.47 Jul 06 0.63 7.36 8.71
PISI Portfolio Davide Pisicchio 0.46 Jul 06 -1.18 3.13 2.67
Second Grader's Starter Paul Farrell 0.46 Jul 06 -0.16 13.02 11.06
Developed World ex-US 60/40 0.46 Jul 06 0.04 7.74 9.46
Sheltered Sam 90/10 Bill Bernstein 0.45 Jul 06 1.39 11.39 13.28
Margherita Portfolio Davide Pisicchio 0.45 Jul 06 -1.29 4.00 3.78
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.44 Jul 06 -0.03 9.73 8.77
Late Sixties and Beyond Burton Malkiel 0.44 Jul 06 0.54 9.83 9.28
US Stocks 0.44 Jul 06 -0.39 15.68 11.04
Core Four Rick Ferri 0.43 Jul 06 0.04 11.24 9.83
All Country World 80/20 0.43 Jul 06 -0.25 11.37 9.79
Four Funds Bogleheads 0.43 Jul 06 -0.16 11.52 10.08
Mid-Fifties Burton Malkiel 0.42 Jul 06 0.44 11.37 10.75
Sheltered Sam 80/20 Bill Bernstein 0.42 Jul 06 1.23 10.20 11.90
Aggressive Portfolio Lyn Alden 0.42 Jul 06 -0.33 10.86 10.74
Talmud Portfolio Roger Gibson 0.41 Jul 06 0.51 8.59 7.63
Three Funds Bogleheads 0.41 Jul 06 -0.09 11.51 10.03
LifeStrategy Growth Fund Vanguard 0.41 Jul 06 -0.07 11.49 10.14
Stocks/Bonds 60/40 ESG 0.41 Jul 06 -0.61 10.80 6.17
Margaritaville Scott Burns 0.41 Jul 06 -0.22 9.50 8.96
Yale Endowment David Swensen 0.40 Jul 06 0.14 9.53 9.21
Late Thirties to Early Forties Burton Malkiel 0.40 Jul 06 0.35 12.26 11.58
Sandwich Portfolio Bob Clyatt 0.39 Jul 06 0.21 7.78 7.65
Sheltered Sam 70/30 Bill Bernstein 0.38 Jul 06 1.07 9.00 10.52
Mid-Twenties Burton Malkiel 0.38 Jul 06 0.31 12.65 12.01
Stocks/Bonds 60/40 with Bitcoin 0.37 Jul 06 -0.46 9.19 6.14
Five Fold Scott Burns 0.37 Jul 06 0.29 7.90 7.86
Lazy Portfolio David Swensen 0.37 Jul 06 0.20 9.57 9.17
Seven Value Scott Burns 0.37 Jul 06 -0.13 4.61 10.72
Golden Ratio Portfolio Frank Vasquez 0.35 Jul 06 -1.35 4.84 5.88
Stocks/Bonds 80/20 0.35 Jul 06 -0.27 12.58 8.98
Sheltered Sam 60/40 Bill Bernstein 0.34 Jul 06 0.91 7.80 9.14
Dedalo Eleven Dedalo Invest 0.34 Jul 06 -0.20 12.55 10.87
Big Rocks Portfolio Larry Swedroe 0.34 Jul 06 1.33 8.06 9.41
Dedalo Four Dedalo Invest 0.34 Jul 06 -0.23 12.31 9.33
Moderate Portfolio Lyn Alden 0.33 Jul 06 -0.26 10.06 9.93
JP Morgan Balanced Portfolio JP Morgan 0.33 Jul 06 0.21 8.26 9.56
Capricciosa Portfolio Davide Pisicchio 0.33 Jul 06 -0.75 7.86 6.29
Simple Path to Wealth JL Collins 0.32 Jul 06 -0.23 11.81 8.46
GAA Global Asset Allocation Mebane Faber 0.32 Jul 06 -1.11 4.63 6.82
Simple and Cheap Time Money Inc 0.32 Jul 06 0.20 8.37 7.70
Six Ways from Sunday Scott Burns 0.32 Jul 06 -0.71 3.45 9.96
Long Term Portfolio Ben Stein 0.31 Jul 06 0.78 11.25 11.40
All Country World 60/40 0.31 Jul 06 -0.11 8.87 7.64
Sheltered Sam 50/50 Bill Bernstein 0.31 Jul 06 0.75 6.60 7.76
Edge Select Aggressive Merrill Lynch 0.30 Jul 06 0.10 13.15 11.63
7Twelve Portfolio Craig Israelsen 0.30 Jul 06 -1.07 4.44 11.82
All Weather Portfolio with Bitcoin Ray Dalio 0.30 Jul 06 -1.53 2.92 3.84
Stocks/Bonds 40/60 2x Leveraged 0.29 Jul 06 -1.06 10.91 5.57
Perfect Portfolio Ben Stein 0.29 Jul 06 -0.40 10.70 11.89
Stocks/Bonds 40/60 ESG 0.28 Jul 06 -0.33 7.34 4.33
LifeStrategy Moderate Growth Vanguard 0.28 Jul 06 0.02 8.83 7.84
Edge Select Moderately Aggressive Merrill Lynch 0.28 Jul 06 -0.01 10.88 9.46
Stocks/Bonds 40/60 with Bitcoin 0.28 Jul 06 -0.34 6.18 4.08
Couch Potato Scott Burns 0.27 Jul 06 -0.42 8.08 6.13
Robo Advisor 90 Value Tilt Betterment 0.27 Jul 06 0.59 13.21 14.08
Ideal Index Frank Armstrong 0.27 Jul 06 1.58 9.63 11.23
Sheltered Sam 40/60 Bill Bernstein 0.27 Jul 06 0.58 5.39 6.38
Four Square Scott Burns 0.25 Jul 06 -0.06 7.45 7.05
Stocks/Bonds 60/40 0.25 Jul 06 -0.14 9.54 6.92
Tilt Toward Value Time Money Inc 0.25 Jul 06 0.66 8.39 8.22
Gretchen Tai Portfolio Gretchen Tai 0.24 Jul 06 0.24 10.70 10.97
Developed World ex-US 40/60 0.24 Jul 06 0.16 5.68 6.77
Sheltered Sam 30/70 Bill Bernstein 0.23 Jul 06 0.40 4.18 5.00
Robo Advisor 80 Value Tilt Betterment 0.23 Jul 06 0.55 11.94 12.70
Rob Arnott Portfolio Rob Arnott 0.23 Jul 06 -0.92 3.28 6.15
Edge Select Moderate Merrill Lynch 0.22 Jul 06 0.09 8.54 7.49
All Weather Portfolio Ray Dalio 0.22 Jul 06 -1.43 2.86 4.62
Robo Advisor 50 Value Tilt Betterment 0.21 Jul 06 0.58 7.77 7.90
Odd-Stats Strategy Aim Ways 0.21 Jul 06 -0.85 6.19 5.62
One-Decision Portfolio Marvin Appel 0.21 Jul 06 0.77 7.02 7.03
Gone Fishin' Portfolio Alexander Green 0.21 Jul 06 0.49 10.16 11.73
Sheltered Sam 20/80 Bill Bernstein 0.20 Jul 06 0.22 2.97 3.62
All Country World 40/60 0.19 Jul 06 0.04 6.39 5.50
High Yield Bonds Income The Lazy Team 0.19 Jul 06 0.22 2.66 1.86
Lifepath Fund iShares 0.18 Jul 06 0.23 6.28 5.71
Edge Select Moderately Conservative Merrill Lynch 0.18 Jul 06 0.04 6.14 5.31
All Weather Portfolio 2x Leveraged Ray Dalio 0.18 Jul 06 -2.77 2.23 5.86
LifeStrategy Conservative Growth Vanguard 0.16 Jul 06 0.12 6.18 5.54
Sheltered Sam 10/90 Bill Bernstein 0.16 Jul 06 0.04 1.75 2.23
Robo Advisor 20 Value Tilt Betterment 0.16 Jul 06 0.29 3.40 3.57
Stocks/Bonds 40/60 0.15 Jul 06 -0.01 6.54 4.86
Robo Advisor 10 Value Tilt Betterment 0.14 Jul 06 0.17 1.88 2.08
Robo Advisor 0 Betterment 0.14 Jul 06 0.06 0.34 0.58
Short Term Treasury 0.13 Jul 06 0.06 0.33 0.60
Sheltered Sam 0/100 Bill Bernstein 0.12 Jul 06 -0.15 0.53 0.85
Edge Select Conservative Merrill Lynch 0.12 Jul 06 0.42 3.69 3.84
Coward's Portfolio Bill Bernstein 0.11 Jul 06 1.25 9.14 10.17
US Inflation Protection 0.11 Jul 06 -0.46 0.82 1.23
No Brainer Portfolio Bill Bernstein 0.10 Jul 06 1.73 11.88 12.25
All Country World 20/80 0.08 Jul 06 0.19 3.93 3.36
Conservative Income Charles Schwab 0.08 Jul 06 0.21 1.35 1.70
Coffeehouse Bill Schultheis 0.07 Jul 06 1.85 8.76 9.87
US Cash 0.06 Jul 06 0.27 0.88 1.74
Stocks/Bonds 20/80 0.06 Jul 06 0.13 3.59 2.81
Global Market Portfolio Credit Suisse 0.05 Jul 06 0.16 7.01 6.63
LifeStrategy Income Fund Vanguard 0.04 Jul 06 0.22 3.55 3.24
Developed World ex-US 20/80 0.02 Jul 06 0.30 3.61 4.07
Larry Portfolio Larry Swedroe 0.01 Jul 06 0.64 4.39 5.40
Total Bond US -0.04 Jul 06 0.27 0.70 0.75
Pepperoni Portfolio Davide Pisicchio -0.04 Jul 06 -0.20 11.35 8.61
All Country World Bonds -0.04 Jul 06 0.36 1.48 1.21
Dimensional Retirement Income Fund DFA -0.08 Jul 02 -1.38 2.12 2.41
10-year Treasury -0.08 Jul 06 0.25 0.08 -0.06
Diavola Portfolio Davide Pisicchio -0.16 Jul 06 -0.28 17.01 12.23
Ulcer Free Strategy Aim Ways -0.18 Jul 06 -1.22 4.31 5.07
Total Bond Developed World ex-US -0.20 Jul 06 0.44 1.50 1.38
Family Taxable Portfolio Ted Aronson -0.22 Jul 06 1.38 12.77 14.35
Developed World ex-US 40/60 Momentum -0.27 Jul 06 1.12 5.84 5.80
Eliminate Fat Tails Larry Swedroe -0.28 Jul 06 1.16 6.83 8.49
Developed World ex-US 60/40 Momentum -0.30 Jul 06 1.43 8.00 8.01
Developed World ex-US Stocks Momentum -0.36 Jul 06 2.04 12.32 12.44
US Stocks Quality -0.43 Jul 06 2.01 14.60 10.91
Emerging Markets Stocks -1.23 Jul 06 0.24 21.09 25.69
Stocks/Bonds 20/80 Momentum -1.26 Jul 06 2.28 8.88 8.05
Robust Alpha Architect -1.30 Jul 06 2.18 14.16 18.54
Technology -1.84 Jul 06 -0.15 27.73 20.16
Stocks/Bonds 40/60 Momentum -2.49 Jul 06 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -3.71 Jul 06 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -4.94 Jul 06 7.28 34.26 29.94
US Stocks Momentum -6.16 Jul 06 8.68 43.01 37.24