Last Update - Jul 09 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 Jun 26
Ticker Asset Class Jul 26▾ Time(ET) 1M 3M 6M
DBC
Commodities 3.45 Jul 09 -9.57 -7.91 19.23
GLD
Gold 2.66 Jul 09 -11.68 -14.39 -7.05
PFF
US Preferred Stocks 0.70 Jul 09 -2.97 1.93 0.48
FLLA
Latin America 0.70 Jul 09 -2.93 -4.95 11.58
VNQ
US REITs 0.68 Jul 09 1.65 9.67 11.11
SPY
US Large Cap 0.66 Jul 09 -1.03 15.12 10.09
VTI
US Total Stock Market 0.38 Jul 09 -0.39 15.68 11.04
HYG
US High Yield Bonds 0.19 Jul 09 0.09 2.05 1.69
BIL
US Cash 0.10 Jul 09 0.27 0.88 1.74
EFA
EAFE Stocks 0.04 Jul 09 0.69 8.64 9.89
VT
World All Countries 0.03 Jul 09 -0.38 13.88 11.93
EMB
Emerg. Market Bonds -0.08 Jul 09 0.43 4.05 2.38
VGK
Europe -0.15 Jul 09 0.83 8.88 7.84
TIP
US TIPS -0.23 Jul 09 -0.46 0.82 1.23
BND
US Total Bond Market -0.46 Jul 09 0.27 0.70 0.75
BNDX
International Bonds -0.62 Jul 09 0.44 1.50 1.38
LQD
US Invest. Grade Bonds -0.90 Jul 09 0.11 1.26 0.88
QQQ
US Technology -1.78 Jul 09 -0.15 27.73 20.16
TLT
US Long Term Treasuries -1.87 Jul 09 1.17 0.85 1.03
IJR
US Small Cap -1.91 Jul 09 7.28 19.67 23.98
CWB
US Convertible Bonds -1.96 Jul 09 -0.12 18.26 21.63
VPL
Pacific -2.26 Jul 09 -0.39 18.38 27.98
EEM
Emerging Markets -2.38 Jul 09 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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Jun 26
Portfolio Author Jul 26▾ Time(ET) 1M 3M 6M
Gold 2.66 Jul 09 -11.68 -14.39 -7.05
US Stocks Minimum Volatility 1.18 Jul 09 0.17 4.34 3.19
US Stocks Value 1.13 Jul 09 0.23 8.17 8.27
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.96 Jul 09 -6.25 -1.53 -2.01
US Stocks ESG 0.80 Jul 09 -1.14 18.04 9.84
Cockroach Portfolio Tony Dong 0.80 Jul 09 -0.36 -1.11 2.44
Five Asset Roger Gibson 0.66 Jul 09 -1.89 5.27 11.37
Marc Faber Portfolio Marc Faber 0.66 Jul 09 -2.51 2.42 4.70
Warren Buffett Portfolio Warren Buffett 0.65 Jul 09 -0.86 13.83 8.95
Ivy Portfolio Mebane Faber 0.64 Jul 09 -2.10 4.08 12.29
Aggressive Global Income The Lazy Team 0.58 Jul 09 1.12 6.17 10.31
Gold Pivot Ptf Aim Ways 0.52 Jul 09 -3.83 -0.15 1.67
Simplified Permanent Portfolio The Lazy Team 0.47 Jul 09 -2.94 -0.10 0.97
Six Ways from Sunday Scott Burns 0.46 Jul 09 -0.71 3.45 9.96
Cape US Sector Value Robert Shiller 0.44 Jul 09 0.89 5.40 0.88
Seven Value Scott Burns 0.43 Jul 09 -0.13 4.61 10.72
Dynamic 60/40 Income The Lazy Team 0.40 Jul 09 -0.29 5.88 4.98
US Stocks 0.38 Jul 09 -0.39 15.68 11.04
Permanent Portfolio with Bitcoin Harry Browne 0.37 Jul 09 -2.80 0.38 1.17
US Stocks Equal Weight 0.34 Jul 09 2.28 11.29 11.98
Permanent Portfolio Harry Browne 0.32 Jul 09 -2.70 0.29 1.69
Stocks/Bonds 60/40 ESG 0.32 Jul 09 -0.61 10.80 6.17
Desert Portfolio with Bitcoin Gyroscopic Investing 0.31 Jul 09 -1.37 3.04 2.03
7Twelve Portfolio Craig Israelsen 0.29 Jul 09 -1.07 4.44 11.82
Dedalo Three Dedalo Invest 0.28 Jul 09 -0.38 15.13 11.30
Desert Portfolio Gyroscopic Investing 0.25 Jul 09 -1.27 2.93 2.55
Talmud Portfolio 2x Leveraged Roger Gibson 0.25 Jul 09 -0.51 14.62 10.88
Dynamic 40/60 Income The Lazy Team 0.25 Jul 09 -0.56 4.73 3.24
Conservative Portfolio Lyn Alden 0.22 Jul 09 -0.55 7.34 7.76
Stocks/Bonds 60/40 2x Leveraged 0.22 Jul 09 -1.68 17.07 9.32
Shield Strategy Aim Ways 0.21 Jul 09 -2.51 4.58 4.27
Stocks/Bonds 80/20 0.21 Jul 09 -0.27 12.58 8.98
Talmud Portfolio Roger Gibson 0.20 Jul 09 0.51 8.59 7.63
Four Seasons Portfolio Davide Pisicchio 0.20 Jul 09 -1.32 5.54 4.89
In Saecula Saeculorum Fulvio Marchese 0.19 Jul 09 -1.28 5.50 4.44
Simple Path to Wealth JL Collins 0.17 Jul 09 -0.23 11.81 8.46
Ark Tech Portfolio Cathie Wood 0.16 Jul 09 2.06 29.22 15.91
Andrew Tobias Portfolio Andrew Tobias 0.16 Jul 09 0.12 8.11 7.17
Stocks/Bonds 60/40 with Bitcoin 0.15 Jul 09 -0.46 9.19 6.14
Aim comfortable trip Aim Ways 0.14 Jul 09 -1.09 3.64 5.22
Margherita Portfolio Davide Pisicchio 0.14 Jul 09 -1.29 4.00 3.78
Desert Portfolio 2x Leveraged Gyroscopic Investing 0.14 Jul 09 -3.00 4.64 1.79
Capricciosa Portfolio Davide Pisicchio 0.12 Jul 09 -0.75 7.86 6.29
US Cash 0.10 Jul 09 0.27 0.88 1.74
Dedalo Four Dedalo Invest 0.09 Jul 09 -0.23 12.31 9.33
Nano Portfolio John Wasik 0.08 Jul 09 0.36 7.04 6.80
Couch Potato Scott Burns 0.07 Jul 09 -0.42 8.08 6.13
Stocks/Bonds 40/60 ESG 0.07 Jul 09 -0.33 7.34 4.33
Weird Portfolio Value Stock Geek 0.07 Jul 09 -1.39 3.50 6.71
Simple Money Portfolio Tim Maurer 0.06 Jul 09 0.64 6.53 7.86
Short Term Treasury 0.05 Jul 09 0.06 0.33 0.60
Stocks/Bonds 60/40 0.04 Jul 09 -0.14 9.54 6.92
Robo Advisor 0 Betterment 0.03 Jul 09 0.06 0.34 0.58
All Country World Stocks 0.03 Jul 09 -0.38 13.88 11.93
Pinwheel Tyler 0.00 Jul 09 -0.24 7.29 8.92
PISI Portfolio Davide Pisicchio 0.00 Jul 09 -1.18 3.13 2.67
Late Sixties and Beyond Burton Malkiel 0.00 Jul 09 0.54 9.83 9.28
Aggressive Portfolio Lyn Alden -0.01 Jul 09 -0.33 10.86 10.74
Stocks/Bonds 40/60 with Bitcoin -0.02 Jul 09 -0.34 6.18 4.08
Core Four Rick Ferri -0.02 Jul 09 0.04 11.24 9.83
Second Grader's Starter Paul Farrell -0.03 Jul 09 -0.16 13.02 11.06
JP Morgan Balanced Portfolio JP Morgan -0.03 Jul 09 0.21 8.26 9.56
Golden Butterfly 2x Leveraged Tyler -0.04 Jul 09 -1.34 7.28 7.87
Lazy Portfolio David Swensen -0.04 Jul 09 0.20 9.57 9.17
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.04 Jul 09 -0.03 9.73 8.77
Yale Endowment David Swensen -0.04 Jul 09 0.14 9.53 9.21
Perfect Portfolio Ben Stein -0.05 Jul 09 -0.40 10.70 11.89
Golden Butterfly with Bitcoin Tyler -0.05 Jul 09 -1.17 3.48 4.78
One-Decision Portfolio Marvin Appel -0.05 Jul 09 0.77 7.02 7.03
Robo Advisor 10 Value Tilt Betterment -0.06 Jul 09 0.17 1.88 2.08
Sheltered Sam 0/100 Bill Bernstein -0.07 Jul 09 -0.15 0.53 0.85
All Country World 80/20 -0.07 Jul 09 -0.25 11.37 9.79
Sheltered Sam 10/90 Bill Bernstein -0.07 Jul 09 0.04 1.75 2.23
Sheltered Sam 20/80 Bill Bernstein -0.08 Jul 09 0.22 2.97 3.62
Sheltered Sam 30/70 Bill Bernstein -0.08 Jul 09 0.40 4.18 5.00
Four Funds Bogleheads -0.09 Jul 09 -0.16 11.52 10.08
Sheltered Sam 40/60 Bill Bernstein -0.09 Jul 09 0.58 5.39 6.38
Sheltered Sam 50/50 Bill Bernstein -0.10 Jul 09 0.75 6.60 7.76
Five Fold Scott Burns -0.10 Jul 09 0.29 7.90 7.86
Rob Arnott Portfolio Rob Arnott -0.10 Jul 09 -0.92 3.28 6.15
Golden Butterfly Tyler -0.10 Jul 09 -1.08 3.37 5.30
Sheltered Sam 60/40 Bill Bernstein -0.10 Jul 09 0.91 7.80 9.14
Mid-Fifties Burton Malkiel -0.10 Jul 09 0.44 11.37 10.75
Sheltered Sam 70/30 Bill Bernstein -0.11 Jul 09 1.07 9.00 10.52
Three Funds Bogleheads -0.11 Jul 09 -0.09 11.51 10.03
Sheltered Sam 80/20 Bill Bernstein -0.11 Jul 09 1.23 10.20 11.90
Sheltered Sam 90/10 Bill Bernstein -0.12 Jul 09 1.39 11.39 13.28
Stocks/Bonds 40/60 -0.12 Jul 09 -0.01 6.54 4.86
Sheltered Sam 100/0 Bill Bernstein -0.13 Jul 09 1.54 12.58 14.67
Big Rocks Portfolio Larry Swedroe -0.13 Jul 09 1.33 8.06 9.41
Dedalo Eleven Dedalo Invest -0.13 Jul 09 -0.20 12.55 10.87
Moderate Portfolio Lyn Alden -0.14 Jul 09 -0.26 10.06 9.93
Odd-Stats Strategy Aim Ways -0.14 Jul 09 -0.85 6.19 5.62
LifeStrategy Growth Fund Vanguard -0.14 Jul 09 -0.07 11.49 10.14
European Stocks -0.15 Jul 09 0.83 8.88 7.84
Late Thirties to Early Forties Burton Malkiel -0.15 Jul 09 0.35 12.26 11.58
Pepperoni Portfolio Davide Pisicchio -0.15 Jul 09 -0.20 11.35 8.61
Robo Advisor 20 Value Tilt Betterment -0.15 Jul 09 0.29 3.40 3.57
Simple and Cheap Time Money Inc -0.16 Jul 09 0.20 8.37 7.70
Golden Ratio Portfolio Frank Vasquez -0.16 Jul 09 -1.35 4.84 5.88
All Weather Portfolio with Bitcoin Ray Dalio -0.16 Jul 09 -1.53 2.92 3.84
All Country World 60/40 -0.16 Jul 09 -0.11 8.87 7.64
Margaritaville Scott Burns -0.18 Jul 09 -0.22 9.50 8.96
Sandwich Portfolio Bob Clyatt -0.18 Jul 09 0.21 7.78 7.65
Mid-Twenties Burton Malkiel -0.18 Jul 09 0.31 12.65 12.01
Conservative Income Charles Schwab -0.19 Jul 09 0.21 1.35 1.70
Ultimate Buy&Hold FundAdvice -0.19 Jul 09 0.63 7.36 8.71
Edge Select Moderately Aggressive Merrill Lynch -0.20 Jul 09 -0.01 10.88 9.46
Edge Select Aggressive Merrill Lynch -0.20 Jul 09 0.10 13.15 11.63
Long Term Portfolio Ben Stein -0.20 Jul 09 0.78 11.25 11.40
Robo Advisor 100 Value Tilt Betterment -0.20 Jul 09 0.87 13.59 14.05
Dimensional Retirement Income Fund DFA -0.21 Jul 08 -1.38 2.12 2.41
All Weather Portfolio Ray Dalio -0.21 Jul 09 -1.43 2.86 4.62
Diavola Portfolio Davide Pisicchio -0.21 Jul 09 -0.28 17.01 12.23
Tilt Toward Value Time Money Inc -0.21 Jul 09 0.66 8.39 8.22
Ultimate Buy and Hold Strategy Paul Merriman -0.23 Jul 09 0.98 12.16 14.50
LifeStrategy Moderate Growth Vanguard -0.23 Jul 09 0.02 8.83 7.84
US Inflation Protection -0.23 Jul 09 -0.46 0.82 1.23
Edge Select Conservative Merrill Lynch -0.24 Jul 09 0.42 3.69 3.84
Stocks/Bonds 40/60 2x Leveraged -0.25 Jul 09 -1.06 10.91 5.57
All Country World 40/60 -0.26 Jul 09 0.04 6.39 5.50
Edge Select Moderate Merrill Lynch -0.27 Jul 09 0.09 8.54 7.49
Lifepath Fund iShares -0.27 Jul 09 0.23 6.28 5.71
GAA Global Asset Allocation Mebane Faber -0.27 Jul 09 -1.11 4.63 6.82
Edge Select Moderately Conservative Merrill Lynch -0.28 Jul 09 0.04 6.14 5.31
Four Square Scott Burns -0.29 Jul 09 -0.06 7.45 7.05
Stocks/Bonds 20/80 -0.29 Jul 09 0.13 3.59 2.81
High Yield Bonds Income The Lazy Team -0.31 Jul 09 0.22 2.66 1.86
Coward's Portfolio Bill Bernstein -0.32 Jul 09 1.25 9.14 10.17
LifeStrategy Conservative Growth Vanguard -0.32 Jul 09 0.12 6.18 5.54
Paul Boyer Portfolio Paul Boyer -0.33 Jul 09 -1.57 1.62 4.85
Robo Advisor 50 Value Tilt Betterment -0.35 Jul 09 0.58 7.77 7.90
All Country World 20/80 -0.36 Jul 09 0.19 3.93 3.36
Ideal Index Frank Armstrong -0.36 Jul 09 1.58 9.63 11.23
LifeStrategy Income Fund Vanguard -0.42 Jul 09 0.22 3.55 3.24
Robo Advisor 90 Value Tilt Betterment -0.42 Jul 09 0.59 13.21 14.08
US Stocks Quality -0.42 Jul 09 2.01 14.60 10.91
Robo Advisor 80 Value Tilt Betterment -0.44 Jul 09 0.55 11.94 12.70
Coffeehouse Bill Schultheis -0.45 Jul 09 1.85 8.76 9.87
All Country World Bonds -0.46 Jul 09 0.36 1.48 1.21
Total Bond US -0.46 Jul 09 0.27 0.70 0.75
No Brainer Portfolio Bill Bernstein -0.46 Jul 09 1.73 11.88 12.25
Gretchen Tai Portfolio Gretchen Tai -0.49 Jul 09 0.24 10.70 10.97
Larry Portfolio Larry Swedroe -0.54 Jul 09 0.64 4.39 5.40
Ulcer Free Strategy Aim Ways -0.54 Jul 09 -1.22 4.31 5.07
10-year Treasury -0.58 Jul 09 0.25 0.08 -0.06
All Weather Portfolio 2x Leveraged Ray Dalio -0.58 Jul 09 -2.77 2.23 5.86
Gone Fishin' Portfolio Alexander Green -0.61 Jul 09 0.49 10.16 11.73
Total Bond Developed World ex-US -0.62 Jul 09 0.44 1.50 1.38
Global Market Portfolio Credit Suisse -0.64 Jul 09 0.16 7.01 6.63
Developed World ex-US 20/80 -0.64 Jul 09 0.30 3.61 4.07
Developed World ex-US 40/60 -0.66 Jul 09 0.16 5.68 6.77
Developed World ex-US 60/40 -0.69 Jul 09 0.04 7.74 9.46
Eliminate Fat Tails Larry Swedroe -0.69 Jul 09 1.16 6.83 8.49
Developed World ex-US 80/20 -0.71 Jul 09 -0.09 9.77 12.16
Developed World ex-US Stocks -0.73 Jul 09 -0.20 11.77 14.85
Developed World ex-US 40/60 Momentum -1.02 Jul 09 1.12 5.84 5.80
Berkshire Hathaway Warren Buffett -1.04 Jul 09 5.34 4.28 -0.79
Family Taxable Portfolio Ted Aronson -1.05 Jul 09 1.38 12.77 14.35
Developed World ex-US 60/40 Momentum -1.23 Jul 09 1.43 8.00 8.01
Robust Alpha Architect -1.48 Jul 09 2.18 14.16 18.54
Stocks/Bonds 20/80 Momentum -1.63 Jul 09 2.28 8.88 8.05
Developed World ex-US Stocks Momentum -1.63 Jul 09 2.04 12.32 12.44
Technology -1.78 Jul 09 -0.15 27.73 20.16
Emerging Markets Stocks -2.38 Jul 09 0.24 21.09 25.69
Stocks/Bonds 40/60 Momentum -2.80 Jul 09 4.10 17.20 15.34
Stocks/Bonds 60/40 Momentum -3.97 Jul 09 5.76 25.66 22.64
Stocks/Bonds 80/20 Momentum -5.14 Jul 09 7.28 34.26 29.94
US Stocks Momentum -6.31 Jul 09 8.68 43.01 37.24