Last Update - Jun 30 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 26▾ Time(ET) 1M 3M 6M
IJR
US Small Cap 6.70 Jun 30 1.14 7.08 15.43
TLT
US Long Term Treasuries 1.92 Jun 30 0.53 -4.53 -2.79
VNQ
US REITs 1.90 Jun 30 -0.65 1.08 6.86
EMB
Emerg. Market Bonds 0.71 Jun 30 1.09 -0.01 2.25
VGK
Europe 0.63 Jun 30 2.15 -0.82 10.72
BNDX
International Bonds 0.60 Jun 30 0.82 -1.11 0.40
BND
US Total Bond Market 0.49 Jun 30 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds 0.49 Jun 30 0.86 -0.95 0.02
EFA
EAFE Stocks 0.43 Jun 30 2.42 -0.55 12.09
BIL
US Cash 0.27 Jun 30 0.32 0.90 1.81
HYG
US High Yield Bonds 0.11 Jun 30 0.44 0.99 2.10
TIP
US TIPS -0.11 Jun 30 0.19 -0.10 1.06
EEM
Emerging Markets -0.23 Jun 30 7.20 9.62 28.10
CWB
US Convertible Bonds -0.44 Jun 30 7.12 14.98 20.34
VT
World All Countries -0.75 Jun 30 4.58 7.20 13.39
VPL
Pacific -0.80 Jun 30 8.25 6.62 31.36
VTI
US Total Stock Market -0.84 Jun 30 5.18 10.31 11.44
QQQ
US Technology -0.93 Jun 30 10.57 21.73 19.53
SPY
US Large Cap -1.46 Jun 30 5.26 10.58 11.33
PFF
US Preferred Stocks -2.71 Jun 30 0.80 1.50 4.40
FLLA
Latin America -2.98 Jun 30 -4.91 -4.98 15.85
DBC
Commodities -9.40 Jun 30 -5.21 17.45 32.14
GLD
Gold -11.19 Jun 30 -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 26▾ Time(ET) 1M 3M 6M
US Stocks Momentum 8.23 Jun 30 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 6.68 Jun 30 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 5.14 Jun 30 7.16 14.40 16.05
Berkshire Hathaway Warren Buffett 4.77 Jun 30 -0.14 -6.09 -7.69
Stocks/Bonds 40/60 Momentum 3.59 Jun 30 4.98 9.14 10.75
US Stocks Equal Weight 2.12 Jun 30 2.65 2.32 9.93
Cape US Sector Value Robert Shiller 2.12 Jun 30 -0.98 -3.20 -0.60
Stocks/Bonds 20/80 Momentum 2.04 Jun 30 2.69 3.91 5.46
Robust Alpha Architect 2.03 Jun 30 2.80 9.90 16.53
US Stocks Quality 1.71 Jun 30 3.98 5.41 9.36
Coffeehouse Bill Schultheis 1.70 Jun 30 1.46 2.62 8.00
Developed World ex-US Stocks Momentum 1.62 Jun 30 1.81 0.28 13.19
Ideal Index Frank Armstrong 1.35 Jun 30 1.92 2.94 10.48
No Brainer Portfolio Bill Bernstein 1.32 Jun 30 2.62 5.09 11.19
Sheltered Sam 100/0 Bill Bernstein 1.31 Jun 30 2.81 4.31 14.38
Developed World ex-US 60/40 Momentum 1.21 Jun 30 1.43 -0.25 8.19
Sheltered Sam 90/10 Bill Bernstein 1.18 Jun 30 2.57 3.89 13.03
Family Taxable Portfolio Ted Aronson 1.17 Jun 30 3.59 5.11 13.35
Big Rocks Portfolio Larry Swedroe 1.12 Jun 30 1.51 2.75 8.76
Sheltered Sam 80/20 Bill Bernstein 1.05 Jun 30 2.31 3.46 11.69
Coward's Portfolio Bill Bernstein 1.04 Jun 30 2.19 3.72 9.48
Eliminate Fat Tails Larry Swedroe 1.03 Jun 30 1.55 2.95 7.54
Developed World ex-US 40/60 Momentum 1.01 Jun 30 1.23 -0.52 5.64
Aggressive Global Income The Lazy Team 0.96 Jun 30 0.49 1.08 9.71
Talmud Portfolio 2x Leveraged Roger Gibson 0.95 Jun 30 2.38 4.27 8.95
Sheltered Sam 70/30 Bill Bernstein 0.92 Jun 30 2.05 3.03 10.34
Sheltered Sam 60/40 Bill Bernstein 0.79 Jun 30 1.79 2.59 9.00
Ultimate Buy and Hold Strategy Paul Merriman 0.75 Jun 30 2.76 3.80 15.05
One-Decision Portfolio Marvin Appel 0.73 Jun 30 1.30 3.06 5.79
Sheltered Sam 50/50 Bill Bernstein 0.66 Jun 30 1.53 2.15 7.65
European Stocks 0.63 Jun 30 2.15 -0.82 10.72
Total Bond Developed World ex-US 0.60 Jun 30 0.82 -1.11 0.40
Tilt Toward Value Time Money Inc 0.57 Jun 30 2.18 3.05 7.70
Robo Advisor 100 Value Tilt Betterment 0.57 Jun 30 3.85 5.49 14.50
All Country World Bonds 0.56 Jun 30 0.59 -1.05 0.58
Larry Portfolio Larry Swedroe 0.55 Jun 30 0.86 0.64 5.18
Simple Money Portfolio Tim Maurer 0.55 Jun 30 1.47 1.33 8.33
Sheltered Sam 40/60 Bill Bernstein 0.53 Jun 30 1.25 1.70 6.30
Robo Advisor 50 Value Tilt Betterment 0.52 Jun 30 2.36 2.44 7.90
10-year Treasury 0.52 Jun 30 -0.02 -2.49 -1.06
Talmud Portfolio Roger Gibson 0.52 Jun 30 1.60 3.30 6.20
Long Term Portfolio Ben Stein 0.52 Jun 30 2.91 4.85 11.39
Total Bond US 0.49 Jun 30 0.28 -1.32 0.18
Ultimate Buy&Hold FundAdvice 0.49 Jun 30 1.63 1.90 9.01
Ark Tech Portfolio Cathie Wood 0.49 Jun 30 11.68 16.59 11.52
High Yield Bonds Income The Lazy Team 0.47 Jun 30 0.90 0.25 1.59
Late Sixties and Beyond Burton Malkiel 0.46 Jun 30 2.59 3.69 8.78
Edge Select Conservative Merrill Lynch 0.44 Jun 30 1.21 1.03 3.58
Sheltered Sam 30/70 Bill Bernstein 0.40 Jun 30 0.98 1.25 4.96
Developed World ex-US 20/80 0.40 Jun 30 1.58 -0.36 4.14
Conservative Income Charles Schwab 0.38 Jun 30 0.26 -0.25 1.23
Nano Portfolio John Wasik 0.38 Jun 30 1.49 1.83 6.43
Robo Advisor 80 Value Tilt Betterment 0.36 Jun 30 3.69 4.91 13.35
Robo Advisor 90 Value Tilt Betterment 0.34 Jun 30 4.03 5.62 14.86
LifeStrategy Income Fund Vanguard 0.31 Jun 30 1.32 0.47 2.97
All Country World 20/80 0.30 Jun 30 1.43 0.64 3.14
Robo Advisor 20 Value Tilt Betterment 0.29 Jun 30 1.06 0.81 3.66
Mid-Fifties Burton Malkiel 0.29 Jun 30 3.22 4.59 10.67
Five Fold Scott Burns 0.28 Jun 30 1.89 2.57 7.50
Sheltered Sam 20/80 Bill Bernstein 0.27 Jun 30 0.70 0.78 3.61
US Cash 0.27 Jun 30 0.32 0.90 1.81
Global Market Portfolio Credit Suisse 0.26 Jun 30 2.43 2.01 6.31
Gone Fishin' Portfolio Alexander Green 0.25 Jun 30 2.86 3.25 12.80
Stocks/Bonds 20/80 0.23 Jun 30 1.30 0.99 2.43
Lifepath Fund iShares 0.20 Jun 30 1.97 2.38 5.66
Robo Advisor 10 Value Tilt Betterment 0.19 Jun 30 0.58 0.29 2.24
Developed World ex-US 40/60 0.19 Jun 30 2.30 0.36 7.84
Cockroach Portfolio Tony Dong 0.18 Jun 30 -1.34 -7.46 1.70
US Stocks Value 0.16 Jun 30 1.86 2.97 8.39
Sheltered Sam 10/90 Bill Bernstein 0.14 Jun 30 0.41 0.32 2.27
Late Thirties to Early Forties Burton Malkiel 0.14 Jun 30 3.62 5.25 11.82
JP Morgan Balanced Portfolio JP Morgan 0.13 Jun 30 1.90 4.47 9.85
Simple and Cheap Time Money Inc 0.12 Jun 30 2.46 3.22 7.73
Lazy Portfolio David Swensen 0.11 Jun 30 2.41 3.93 8.98
Robo Advisor 0 Betterment 0.10 Jun 30 0.08 -0.25 0.81
Short Term Treasury 0.10 Jun 30 0.08 -0.20 0.83
Gretchen Tai Portfolio Gretchen Tai 0.09 Jun 30 3.40 4.24 11.76
LifeStrategy Conservative Growth Vanguard 0.09 Jun 30 2.18 2.17 5.69
Seven Value Scott Burns 0.09 Jun 30 0.67 2.42 10.90
Sandwich Portfolio Bob Clyatt 0.08 Jun 30 2.19 3.02 7.85
Mid-Twenties Burton Malkiel 0.07 Jun 30 3.77 5.52 12.40
Yale Endowment David Swensen 0.07 Jun 30 2.49 3.85 9.21
All Country World 40/60 0.04 Jun 30 2.25 2.31 5.71
Edge Select Moderately Conservative Merrill Lynch 0.03 Jun 30 2.21 2.55 5.49
Sheltered Sam 0/100 Bill Bernstein 0.01 Jun 30 0.12 -0.16 0.92
Developed World ex-US 60/40 -0.01 Jun 30 3.00 1.05 11.50
Edge Select Moderate Merrill Lynch -0.03 Jun 30 2.90 4.05 7.83
Stocks/Bonds 40/60 -0.04 Jun 30 2.31 3.31 4.68
Andrew Tobias Portfolio Andrew Tobias -0.10 Jun 30 2.61 3.09 8.19
US Inflation Protection -0.11 Jun 30 0.19 -0.10 1.06
Four Square Scott Burns -0.12 Jun 30 2.56 2.96 7.60
LifeStrategy Moderate Growth Vanguard -0.12 Jun 30 3.02 3.85 8.41
US Stocks Minimum Volatility -0.13 Jun 30 2.07 -0.83 2.17
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.14 Jun 30 2.98 4.35 9.22
Core Four Rick Ferri -0.18 Jun 30 3.43 5.35 10.28
Developed World ex-US 80/20 -0.22 Jun 30 3.67 1.71 15.14
All Country World 60/40 -0.22 Jun 30 3.05 3.96 8.27
Edge Select Aggressive Merrill Lynch -0.23 Jun 30 4.28 6.84 12.37
Emerging Markets Stocks -0.23 Jun 30 7.20 9.62 28.10
Edge Select Moderately Aggressive Merrill Lynch -0.23 Jun 30 3.68 5.57 10.11
Dynamic 60/40 Income The Lazy Team -0.29 Jun 30 1.17 2.72 5.16
Stocks/Bonds 60/40 -0.31 Jun 30 3.29 5.64 6.93
LifeStrategy Growth Fund Vanguard -0.34 Jun 30 3.83 5.50 11.12
Stocks/Bonds 40/60 ESG -0.35 Jun 30 2.84 4.19 4.53
Three Funds Bogleheads -0.36 Jun 30 3.83 5.64 10.98
Margaritaville Scott Burns -0.36 Jun 30 3.13 4.34 10.00
Stocks/Bonds 40/60 with Bitcoin -0.40 Jun 30 2.20 3.39 4.19
Pinwheel Tyler -0.40 Jun 30 1.79 1.51 10.00
Developed World ex-US Stocks -0.42 Jun 30 4.32 2.35 18.74
Four Funds Bogleheads -0.42 Jun 30 3.81 5.76 11.07
Six Ways from Sunday Scott Burns -0.45 Jun 30 0.37 2.34 10.65
Pepperoni Portfolio Davide Pisicchio -0.47 Jun 30 4.09 7.55 8.63
Couch Potato Scott Burns -0.47 Jun 30 2.74 5.09 6.25
All Country World 80/20 -0.49 Jun 30 3.82 5.59 10.83
Second Grader's Starter Paul Farrell -0.49 Jun 30 4.30 6.78 12.11
Rob Arnott Portfolio Rob Arnott -0.50 Jun 30 0.56 2.46 6.65
Simple Path to Wealth JL Collins -0.51 Jun 30 4.01 7.39 8.62
Dedalo Eleven Dedalo Invest -0.51 Jun 30 4.30 6.56 11.85
Dynamic 40/60 Income The Lazy Team -0.53 Jun 30 1.55 2.52 4.20
Dedalo Four Dedalo Invest -0.53 Jun 30 4.20 7.24 9.73
Stocks/Bonds 80/20 -0.57 Jun 30 4.25 7.97 9.18
Perfect Portfolio Ben Stein -0.61 Jun 30 3.60 6.00 13.43
Stocks/Bonds 60/40 with Bitcoin -0.67 Jun 30 3.18 5.73 6.44
Stocks/Bonds 40/60 2x Leveraged -0.68 Jun 30 4.20 4.18 5.28
All Country World Stocks -0.75 Jun 30 4.58 7.20 13.39
Stocks/Bonds 60/40 ESG -0.76 Jun 30 4.11 7.05 6.76
Diavola Portfolio Davide Pisicchio -0.76 Jun 30 6.08 11.98 12.34
7Twelve Portfolio Craig Israelsen -0.79 Jun 30 -0.21 6.30 13.14
Dedalo Three Dedalo Invest -0.81 Jun 30 5.00 9.36 12.03
US Stocks -0.84 Jun 30 5.18 10.31 11.44
GAA Global Asset Allocation Mebane Faber -0.85 Jun 30 1.63 2.16 8.09
Odd-Stats Strategy Aim Ways -0.91 Jun 30 2.69 2.17 6.08
Capricciosa Portfolio Davide Pisicchio -0.91 Jun 30 2.97 4.49 7.10
Technology -0.93 Jun 30 10.57 21.73 19.53
All Weather Portfolio Ray Dalio -1.00 Jun 30 1.12 1.14 5.31
PISI Portfolio Davide Pisicchio -1.06 Jun 30 1.52 0.07 3.75
Golden Butterfly Tyler -1.08 Jun 30 1.08 -0.78 6.76
Aim comfortable trip Aim Ways -1.16 Jun 30 1.63 -0.09 7.31
All Weather Portfolio with Bitcoin Ray Dalio -1.16 Jun 30 1.15 1.27 4.53
Ulcer Free Strategy Aim Ways -1.16 Jun 30 2.46 1.56 6.09
Golden Butterfly with Bitcoin Tyler -1.22 Jun 30 1.06 -0.33 6.22
Weird Portfolio Value Stock Geek -1.23 Jun 30 0.58 -2.21 8.53
Warren Buffett Portfolio Warren Buffett -1.25 Jun 30 4.90 9.70 9.92
Desert Portfolio Gyroscopic Investing -1.25 Jun 30 1.38 0.45 4.08
Margherita Portfolio Davide Pisicchio -1.29 Jun 30 1.84 1.46 5.26
In Saecula Saeculorum Fulvio Marchese -1.31 Jun 30 2.36 2.26 5.86
Dimensional Retirement Income Fund DFA -1.35 Jun 29 0.97 1.52 3.84
Golden Ratio Portfolio Frank Vasquez -1.38 Jun 30 1.87 0.79 7.33
Four Seasons Portfolio Davide Pisicchio -1.39 Jun 30 2.37 2.62 6.44
Desert Portfolio with Bitcoin Gyroscopic Investing -1.39 Jun 30 1.36 0.93 3.54
Paul Boyer Portfolio Paul Boyer -1.48 Jun 30 0.90 -2.83 7.03
US Stocks ESG -1.58 Jun 30 6.58 12.89 11.23
Five Asset Roger Gibson -1.59 Jun 30 0.38 6.18 13.67
Stocks/Bonds 60/40 2x Leveraged -1.64 Jun 30 6.32 9.36 10.07
Ivy Portfolio Mebane Faber -1.71 Jun 30 -0.35 7.24 14.63
All Weather Portfolio 2x Leveraged Ray Dalio -1.76 Jun 30 1.60 -2.09 6.76
Golden Butterfly 2x Leveraged Tyler -1.85 Jun 30 1.52 -3.40 9.66
Marc Faber Portfolio Marc Faber -2.42 Jun 30 0.88 -2.00 7.96
Permanent Portfolio Harry Browne -2.46 Jun 30 1.14 -2.39 4.71
Desert Portfolio 2x Leveraged Gyroscopic Investing -2.52 Jun 30 2.71 -1.64 4.33
Shield Strategy Aim Ways -2.56 Jun 30 2.84 1.70 7.25
Permanent Portfolio with Bitcoin Harry Browne -2.60 Jun 30 1.11 -1.95 4.18
Simplified Permanent Portfolio The Lazy Team -2.75 Jun 30 0.92 -2.68 4.40
Gold Pivot Ptf Aim Ways -3.76 Jun 30 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -5.77 Jun 30 1.58 -7.25 5.01
Gold -11.19 Jun 30 -1.54 -13.77 7.54