Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 10 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
VNQ
US REITs 2.07 Jun 10 -0.65 1.08 6.86
IJR
US Small Cap 0.17 Jun 10 1.14 7.08 15.43
BIL
US Cash 0.09 Jun 10 0.32 0.90 1.81
BND
US Total Bond Market -0.41 Jun 10 0.28 -1.32 0.18
HYG
US High Yield Bonds -0.54 Jun 10 0.44 0.99 2.10
TLT
US Long Term Treasuries -0.64 Jun 10 0.53 -4.53 -2.79
BNDX
International Bonds -0.66 Jun 10 0.82 -1.11 0.40
TIP
US TIPS -0.66 Jun 10 0.19 -0.10 1.06
EMB
Emerg. Market Bonds -0.70 Jun 10 1.09 -0.01 2.25
LQD
US Invest. Grade Bonds -0.72 Jun 10 0.86 -0.95 0.02
DBC
Commodities -1.05 Jun 10 -5.21 17.45 32.14
PFF
US Preferred Stocks -2.07 Jun 10 0.80 1.50 4.40
VGK
Europe -2.61 Jun 10 2.15 -0.82 10.72
EFA
EAFE Stocks -3.08 Jun 10 2.42 -0.55 12.09
VTI
US Total Stock Market -3.89 Jun 10 5.18 10.31 11.44
VT
World All Countries -3.92 Jun 10 4.58 7.20 13.39
SPY
US Large Cap -4.10 Jun 10 5.26 10.58 11.33
CWB
US Convertible Bonds -4.25 Jun 10 7.12 14.98 20.34
FLLA
Latin America -4.80 Jun 10 -4.91 -4.98 15.85
EEM
Emerging Markets -5.74 Jun 10 7.20 9.62 28.10
QQQ
US Technology -6.04 Jun 10 10.57 21.73 19.53
VPL
Pacific -6.17 Jun 10 8.25 6.62 31.36
GLD
Gold -10.20 Jun 10 -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 2.26 Jun 10 -0.14 -6.09 -7.69
Cape US Sector Value Robert Shiller 1.09 Jun 10 -0.98 -3.20 -0.60
US Cash 0.09 Jun 10 0.32 0.90 1.81
Short Term Treasury -0.14 Jun 10 0.08 -0.20 0.83
Robo Advisor 0 Betterment -0.17 Jun 10 0.08 -0.25 0.81
Conservative Income Charles Schwab -0.23 Jun 10 0.26 -0.25 1.23
Aggressive Global Income The Lazy Team -0.34 Jun 10 0.49 1.08 9.71
Sheltered Sam 0/100 Bill Bernstein -0.35 Jun 10 0.12 -0.16 0.92
Total Bond US -0.41 Jun 10 0.28 -1.32 0.18
One-Decision Portfolio Marvin Appel -0.45 Jun 10 1.30 3.06 5.79
Sheltered Sam 10/90 Bill Bernstein -0.49 Jun 10 0.41 0.32 2.27
Robo Advisor 10 Value Tilt Betterment -0.53 Jun 10 0.58 0.29 2.24
Seven Value Scott Burns -0.53 Jun 10 0.67 2.42 10.90
All Country World Bonds -0.54 Jun 10 0.59 -1.05 0.58
Six Ways from Sunday Scott Burns -0.58 Jun 10 0.37 2.34 10.65
Sheltered Sam 20/80 Bill Bernstein -0.64 Jun 10 0.70 0.78 3.61
Total Bond Developed World ex-US -0.66 Jun 10 0.82 -1.11 0.40
US Inflation Protection -0.66 Jun 10 0.19 -0.10 1.06
High Yield Bonds Income The Lazy Team -0.67 Jun 10 0.90 0.25 1.59
Coffeehouse Bill Schultheis -0.68 Jun 10 1.46 2.62 8.00
10-year Treasury -0.68 Jun 10 -0.02 -2.49 -1.06
Dimensional Retirement Income Fund DFA -0.73 Jun 09 0.97 1.52 3.84
Talmud Portfolio Roger Gibson -0.75 Jun 10 1.60 3.30 6.20
Sheltered Sam 30/70 Bill Bernstein -0.79 Jun 10 0.98 1.25 4.96
Robo Advisor 20 Value Tilt Betterment -0.87 Jun 10 1.06 0.81 3.66
Edge Select Conservative Merrill Lynch -0.89 Jun 10 1.21 1.03 3.58
Dynamic 60/40 Income The Lazy Team -0.92 Jun 10 1.17 2.72 5.16
Big Rocks Portfolio Larry Swedroe -0.93 Jun 10 1.51 2.75 8.76
Sheltered Sam 40/60 Bill Bernstein -0.93 Jun 10 1.25 1.70 6.30
Larry Portfolio Larry Swedroe -0.93 Jun 10 0.86 0.64 5.18
Stocks/Bonds 20/80 Momentum -1.02 Jun 10 2.69 3.91 5.46
Eliminate Fat Tails Larry Swedroe -1.04 Jun 10 1.55 2.95 7.54
Sheltered Sam 50/50 Bill Bernstein -1.08 Jun 10 1.53 2.15 7.65
Rob Arnott Portfolio Rob Arnott -1.10 Jun 10 0.56 2.46 6.65
US Stocks Equal Weight -1.10 Jun 10 2.65 2.32 9.93
Stocks/Bonds 20/80 -1.11 Jun 10 1.30 0.99 2.43
LifeStrategy Income Fund Vanguard -1.16 Jun 10 1.32 0.47 2.97
Nano Portfolio John Wasik -1.20 Jun 10 1.49 1.83 6.43
All Country World 20/80 -1.22 Jun 10 1.43 0.64 3.14
Sheltered Sam 60/40 Bill Bernstein -1.22 Jun 10 1.79 2.59 9.00
Coward's Portfolio Bill Bernstein -1.23 Jun 10 2.19 3.72 9.48
Cockroach Portfolio Tony Dong -1.29 Jun 10 -1.34 -7.46 1.70
Ideal Index Frank Armstrong -1.30 Jun 10 1.92 2.94 10.48
US Stocks Value -1.30 Jun 10 1.86 2.97 8.39
7Twelve Portfolio Craig Israelsen -1.32 Jun 10 -0.21 6.30 13.14
Developed World ex-US 20/80 -1.35 Jun 10 1.58 -0.36 4.14
Sheltered Sam 70/30 Bill Bernstein -1.37 Jun 10 2.05 3.03 10.34
Five Fold Scott Burns -1.40 Jun 10 1.89 2.57 7.50
US Stocks Minimum Volatility -1.43 Jun 10 2.07 -0.83 2.17
Ivy Portfolio Mebane Faber -1.43 Jun 10 -0.35 7.24 14.63
Five Asset Roger Gibson -1.44 Jun 10 0.38 6.18 13.67
Ultimate Buy&Hold FundAdvice -1.47 Jun 10 1.63 1.90 9.01
US Stocks Quality -1.47 Jun 10 3.98 5.41 9.36
Dynamic 40/60 Income The Lazy Team -1.47 Jun 10 1.55 2.52 4.20
Robust Alpha Architect -1.48 Jun 10 2.80 9.90 16.53
Simple Money Portfolio Tim Maurer -1.48 Jun 10 1.47 1.33 8.33
Tilt Toward Value Time Money Inc -1.50 Jun 10 2.18 3.05 7.70
Sheltered Sam 80/20 Bill Bernstein -1.52 Jun 10 2.31 3.46 11.69
Stocks/Bonds 40/60 Momentum -1.63 Jun 10 4.98 9.14 10.75
Sheltered Sam 90/10 Bill Bernstein -1.66 Jun 10 2.57 3.89 13.03
Late Sixties and Beyond Burton Malkiel -1.68 Jun 10 2.59 3.69 8.78
Lifepath Fund iShares -1.68 Jun 10 1.97 2.38 5.66
Developed World ex-US 40/60 Momentum -1.76 Jun 10 1.23 -0.52 5.64
Lazy Portfolio David Swensen -1.78 Jun 10 2.41 3.93 8.98
Talmud Portfolio 2x Leveraged Roger Gibson -1.79 Jun 10 2.38 4.27 8.95
Stocks/Bonds 40/60 -1.81 Jun 10 2.31 3.31 4.68
Sheltered Sam 100/0 Bill Bernstein -1.81 Jun 10 2.81 4.31 14.38
Edge Select Moderately Conservative Merrill Lynch -1.81 Jun 10 2.21 2.55 5.49
Yale Endowment David Swensen -1.82 Jun 10 2.49 3.85 9.21
JP Morgan Balanced Portfolio JP Morgan -1.83 Jun 10 1.90 4.47 9.85
LifeStrategy Conservative Growth Vanguard -1.84 Jun 10 2.18 2.17 5.69
Robo Advisor 50 Value Tilt Betterment -1.85 Jun 10 2.36 2.44 7.90
All Country World 40/60 -1.89 Jun 10 2.25 2.31 5.71
Sandwich Portfolio Bob Clyatt -1.90 Jun 10 2.19 3.02 7.85
Simple and Cheap Time Money Inc -1.92 Jun 10 2.46 3.22 7.73
Global Market Portfolio Credit Suisse -1.95 Jun 10 2.43 2.01 6.31
No Brainer Portfolio Bill Bernstein -1.98 Jun 10 2.62 5.09 11.19
Developed World ex-US 40/60 -2.04 Jun 10 2.30 0.36 7.84
Stocks/Bonds 40/60 with Bitcoin -2.04 Jun 10 2.20 3.39 4.19
Long Term Portfolio Ben Stein -2.06 Jun 10 2.91 4.85 11.39
Stocks/Bonds 40/60 ESG -2.08 Jun 10 2.84 4.19 4.53
Ultimate Buy and Hold Strategy Paul Merriman -2.22 Jun 10 2.76 3.80 15.05
Stocks/Bonds 60/40 Momentum -2.23 Jun 10 7.16 14.40 16.05
Four Square Scott Burns -2.26 Jun 10 2.56 2.96 7.60
Couch Potato Scott Burns -2.27 Jun 10 2.74 5.09 6.25
Mid-Fifties Burton Malkiel -2.29 Jun 10 3.22 4.59 10.67
Developed World ex-US 60/40 Momentum -2.31 Jun 10 1.43 -0.25 8.19
Pinwheel Tyler -2.31 Jun 10 1.79 1.51 10.00
Edge Select Moderate Merrill Lynch -2.32 Jun 10 2.90 4.05 7.83
Jane Bryant Quinn Portfolio Jane Bryant Quinn -2.32 Jun 10 2.98 4.35 9.22
All Weather Portfolio Ray Dalio -2.33 Jun 10 1.12 1.14 5.31
GAA Global Asset Allocation Mebane Faber -2.36 Jun 10 1.63 2.16 8.09
Andrew Tobias Portfolio Andrew Tobias -2.37 Jun 10 2.61 3.09 8.19
Desert Portfolio Gyroscopic Investing -2.45 Jun 10 1.38 0.45 4.08
Weird Portfolio Value Stock Geek -2.49 Jun 10 0.58 -2.21 8.53
Stocks/Bonds 60/40 -2.50 Jun 10 3.29 5.64 6.93
All Weather Portfolio with Bitcoin Ray Dalio -2.50 Jun 10 1.15 1.27 4.53
LifeStrategy Moderate Growth Vanguard -2.52 Jun 10 3.02 3.85 8.41
Desert Portfolio with Bitcoin Gyroscopic Investing -2.53 Jun 10 1.36 0.93 3.54
All Country World 60/40 -2.57 Jun 10 3.05 3.96 8.27
Family Taxable Portfolio Ted Aronson -2.60 Jun 10 3.59 5.11 13.35
PISI Portfolio Davide Pisicchio -2.60 Jun 10 1.52 0.07 3.75
European Stocks -2.61 Jun 10 2.15 -0.82 10.72
Odd-Stats Strategy Aim Ways -2.64 Jun 10 2.69 2.17 6.08
Margherita Portfolio Davide Pisicchio -2.66 Jun 10 1.84 1.46 5.26
Gone Fishin' Portfolio Alexander Green -2.68 Jun 10 2.86 3.25 12.80
Late Thirties to Early Forties Burton Malkiel -2.68 Jun 10 3.62 5.25 11.82
Core Four Rick Ferri -2.71 Jun 10 3.43 5.35 10.28
Developed World ex-US 60/40 -2.74 Jun 10 3.00 1.05 11.50
Stocks/Bonds 60/40 with Bitcoin -2.74 Jun 10 3.18 5.73 6.44
Gretchen Tai Portfolio Gretchen Tai -2.77 Jun 10 3.40 4.24 11.76
Aim comfortable trip Aim Ways -2.78 Jun 10 1.63 -0.09 7.31
Robo Advisor 80 Value Tilt Betterment -2.79 Jun 10 3.69 4.91 13.35
Margaritaville Scott Burns -2.81 Jun 10 3.13 4.34 10.00
Golden Butterfly Tyler -2.83 Jun 10 1.08 -0.78 6.76
Mid-Twenties Burton Malkiel -2.84 Jun 10 3.77 5.52 12.40
Stocks/Bonds 80/20 Momentum -2.84 Jun 10 9.23 19.67 21.35
Capricciosa Portfolio Davide Pisicchio -2.85 Jun 10 2.97 4.49 7.10
Perfect Portfolio Ben Stein -2.87 Jun 10 3.60 6.00 13.43
Edge Select Moderately Aggressive Merrill Lynch -2.90 Jun 10 3.68 5.57 10.11
Golden Butterfly with Bitcoin Tyler -2.91 Jun 10 1.06 -0.33 6.22
Pepperoni Portfolio Davide Pisicchio -2.91 Jun 10 4.09 7.55 8.63
Stocks/Bonds 60/40 ESG -2.91 Jun 10 4.11 7.05 6.76
Ulcer Free Strategy Aim Ways -2.94 Jun 10 2.46 1.56 6.09
Four Seasons Portfolio Davide Pisicchio -3.00 Jun 10 2.37 2.62 6.44
Robo Advisor 100 Value Tilt Betterment -3.02 Jun 10 3.85 5.49 14.50
Simple Path to Wealth JL Collins -3.02 Jun 10 4.01 7.39 8.62
In Saecula Saeculorum Fulvio Marchese -3.03 Jun 10 2.36 2.26 5.86
Robo Advisor 90 Value Tilt Betterment -3.05 Jun 10 4.03 5.62 14.86
Golden Ratio Portfolio Frank Vasquez -3.10 Jun 10 1.87 0.79 7.33
Three Funds Bogleheads -3.18 Jun 10 3.83 5.64 10.98
LifeStrategy Growth Fund Vanguard -3.20 Jun 10 3.83 5.50 11.12
Stocks/Bonds 80/20 -3.20 Jun 10 4.25 7.97 9.18
Four Funds Bogleheads -3.21 Jun 10 3.81 5.76 11.07
Marc Faber Portfolio Marc Faber -3.23 Jun 10 0.88 -2.00 7.96
All Country World 80/20 -3.25 Jun 10 3.82 5.59 10.83
Dedalo Four Dedalo Invest -3.25 Jun 10 4.20 7.24 9.73
Edge Select Aggressive Merrill Lynch -3.35 Jun 10 4.28 6.84 12.37
Developed World ex-US Stocks Momentum -3.41 Jun 10 1.81 0.28 13.19
Developed World ex-US 80/20 -3.43 Jun 10 3.67 1.71 15.14
Paul Boyer Portfolio Paul Boyer -3.44 Jun 10 0.90 -2.83 7.03
US Stocks Momentum -3.45 Jun 10 11.21 24.96 26.65
Dedalo Eleven Dedalo Invest -3.45 Jun 10 4.30 6.56 11.85
Second Grader's Starter Paul Farrell -3.53 Jun 10 4.30 6.78 12.11
Permanent Portfolio Harry Browne -3.66 Jun 10 1.14 -2.39 4.71
Warren Buffett Portfolio Warren Buffett -3.71 Jun 10 4.90 9.70 9.92
Permanent Portfolio with Bitcoin Harry Browne -3.74 Jun 10 1.11 -1.95 4.18
Simplified Permanent Portfolio The Lazy Team -3.86 Jun 10 0.92 -2.68 4.40
US Stocks -3.89 Jun 10 5.18 10.31 11.44
Dedalo Three Dedalo Invest -3.90 Jun 10 5.00 9.36 12.03
All Country World Stocks -3.92 Jun 10 4.58 7.20 13.39
Diavola Portfolio Davide Pisicchio -4.08 Jun 10 6.08 11.98 12.34
Stocks/Bonds 40/60 2x Leveraged -4.11 Jun 10 4.20 4.18 5.28
Developed World ex-US Stocks -4.12 Jun 10 4.32 2.35 18.74
Shield Strategy Aim Ways -4.17 Jun 10 2.84 1.70 7.25
All Weather Portfolio 2x Leveraged Ray Dalio -4.18 Jun 10 1.60 -2.09 6.76
US Stocks ESG -4.58 Jun 10 6.58 12.89 11.23
Gold Pivot Ptf Aim Ways -4.79 Jun 10 1.65 -2.36 6.47
Desert Portfolio 2x Leveraged Gyroscopic Investing -5.25 Jun 10 2.71 -1.64 4.33
Stocks/Bonds 60/40 2x Leveraged -5.51 Jun 10 6.32 9.36 10.07
Emerging Markets Stocks -5.74 Jun 10 7.20 9.62 28.10
Technology -6.04 Jun 10 10.57 21.73 19.53
Golden Butterfly 2x Leveraged Tyler -6.05 Jun 10 1.52 -3.40 9.66
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -7.66 Jun 10 1.58 -7.25 5.01
Ark Tech Portfolio Cathie Wood -10.09 Jun 10 11.68 16.59 11.52
Gold -10.20 Jun 10 -1.54 -13.77 7.54