Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 25 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
IJR
US Small Cap 5.81 Jun 25 1.14 7.08 15.43
VNQ
US REITs 2.45 Jun 25 -0.65 1.08 6.86
TLT
US Long Term Treasuries 2.25 Jun 25 0.53 -4.53 -2.79
BNDX
International Bonds 0.57 Jun 25 0.82 -1.11 0.40
EMB
Emerg. Market Bonds 0.56 Jun 25 1.09 -0.01 2.25
BND
US Total Bond Market 0.53 Jun 25 0.28 -1.32 0.18
LQD
US Invest. Grade Bonds 0.51 Jun 25 0.86 -0.95 0.02
BIL
US Cash 0.23 Jun 25 0.32 0.90 1.81
VPL
Pacific 0.14 Jun 25 8.25 6.62 31.36
VGK
Europe 0.02 Jun 25 2.15 -0.82 10.72
EFA
EAFE Stocks -0.02 Jun 25 2.42 -0.55 12.09
HYG
US High Yield Bonds -0.03 Jun 25 0.44 0.99 2.10
TIP
US TIPS -0.39 Jun 25 0.19 -0.10 1.06
CWB
US Convertible Bonds -0.39 Jun 25 7.12 14.98 20.34
EEM
Emerging Markets -0.42 Jun 25 7.20 9.62 28.10
VT
World All Countries -1.71 Jun 25 4.58 7.20 13.39
VTI
US Total Stock Market -2.30 Jun 25 5.18 10.31 11.44
SPY
US Large Cap -2.68 Jun 25 5.26 10.58 11.33
QQQ
US Technology -2.86 Jun 25 10.57 21.73 19.53
FLLA
Latin America -3.12 Jun 25 -4.91 -4.98 15.85
PFF
US Preferred Stocks -3.13 Jun 25 0.80 1.50 4.40
DBC
Commodities -8.65 Jun 25 -5.21 17.45 32.14
GLD
Gold -11.43 Jun 25 -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.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of May 26
Portfolio Author Jun 26â–ľ Time(ET) 1M 3M 6M
US Stocks Momentum 7.56 Jun 25 11.21 24.96 26.65
Stocks/Bonds 80/20 Momentum 6.15 Jun 25 9.23 19.67 21.35
Stocks/Bonds 60/40 Momentum 4.75 Jun 25 7.16 14.40 16.05
Stocks/Bonds 40/60 Momentum 3.34 Jun 25 4.98 9.14 10.75
Berkshire Hathaway Warren Buffett 3.17 Jun 25 -0.14 -6.09 -7.69
Stocks/Bonds 20/80 Momentum 1.93 Jun 25 2.69 3.91 5.46
Robust Alpha Architect 1.82 Jun 25 2.80 9.90 16.53
US Stocks Equal Weight 1.79 Jun 25 2.65 2.32 9.93
Coffeehouse Bill Schultheis 1.54 Jun 25 1.46 2.62 8.00
Developed World ex-US Stocks Momentum 1.48 Jun 25 1.81 0.28 13.19
Ideal Index Frank Armstrong 1.14 Jun 25 1.92 2.94 10.48
Developed World ex-US 60/40 Momentum 1.12 Jun 25 1.43 -0.25 8.19
Sheltered Sam 100/0 Bill Bernstein 1.09 Jun 25 2.81 4.31 14.38
Sheltered Sam 90/10 Bill Bernstein 0.97 Jun 25 2.57 3.89 13.03
Developed World ex-US 40/60 Momentum 0.93 Jun 25 1.23 -0.52 5.64
Aggressive Global Income The Lazy Team 0.89 Jun 25 0.49 1.08 9.71
Big Rocks Portfolio Larry Swedroe 0.86 Jun 25 1.51 2.75 8.76
Sheltered Sam 80/20 Bill Bernstein 0.85 Jun 25 2.31 3.46 11.69
Coward's Portfolio Bill Bernstein 0.82 Jun 25 2.19 3.72 9.48
Family Taxable Portfolio Ted Aronson 0.77 Jun 25 3.59 5.11 13.35
Eliminate Fat Tails Larry Swedroe 0.75 Jun 25 1.55 2.95 7.54
Sheltered Sam 70/30 Bill Bernstein 0.72 Jun 25 2.05 3.03 10.34
No Brainer Portfolio Bill Bernstein 0.66 Jun 25 2.62 5.09 11.19
Sheltered Sam 60/40 Bill Bernstein 0.60 Jun 25 1.79 2.59 9.00
Total Bond Developed World ex-US 0.57 Jun 25 0.82 -1.11 0.40
All Country World Bonds 0.55 Jun 25 0.59 -1.05 0.58
One-Decision Portfolio Marvin Appel 0.54 Jun 25 1.30 3.06 5.79
Total Bond US 0.53 Jun 25 0.28 -1.32 0.18
10-year Treasury 0.48 Jun 25 -0.02 -2.49 -1.06
Sheltered Sam 50/50 Bill Bernstein 0.48 Jun 25 1.53 2.15 7.65
Ultimate Buy and Hold Strategy Paul Merriman 0.40 Jun 25 2.76 3.80 15.05
High Yield Bonds Income The Lazy Team 0.40 Jun 25 0.90 0.25 1.59
Developed World ex-US 20/80 0.39 Jun 25 1.58 -0.36 4.14
Sheltered Sam 40/60 Bill Bernstein 0.36 Jun 25 1.25 1.70 6.30
Conservative Income Charles Schwab 0.35 Jun 25 0.26 -0.25 1.23
Simple Money Portfolio Tim Maurer 0.33 Jun 25 1.47 1.33 8.33
Larry Portfolio Larry Swedroe 0.33 Jun 25 0.86 0.64 5.18
Cape US Sector Value Robert Shiller 0.31 Jun 25 -0.98 -3.20 -0.60
Edge Select Conservative Merrill Lynch 0.31 Jun 25 1.21 1.03 3.58
Tilt Toward Value Time Money Inc 0.24 Jun 25 2.18 3.05 7.70
Sheltered Sam 30/70 Bill Bernstein 0.23 Jun 25 0.98 1.25 4.96
US Cash 0.23 Jun 25 0.32 0.90 1.81
Talmud Portfolio Roger Gibson 0.23 Jun 25 1.60 3.30 6.20
Developed World ex-US 40/60 0.21 Jun 25 2.30 0.36 7.84
Robo Advisor 50 Value Tilt Betterment 0.21 Jun 25 2.36 2.44 7.90
Robo Advisor 20 Value Tilt Betterment 0.14 Jun 25 1.06 0.81 3.66
Ultimate Buy&Hold FundAdvice 0.13 Jun 25 1.63 1.90 9.01
LifeStrategy Income Fund Vanguard 0.13 Jun 25 1.32 0.47 2.97
Sheltered Sam 20/80 Bill Bernstein 0.11 Jun 25 0.70 0.78 3.61
Seven Value Scott Burns 0.11 Jun 25 0.67 2.42 10.90
All Country World 20/80 0.09 Jun 25 1.43 0.64 3.14
Robo Advisor 10 Value Tilt Betterment 0.08 Jun 25 0.58 0.29 2.24
Nano Portfolio John Wasik 0.05 Jun 25 1.49 1.83 6.43
Robo Advisor 0 Betterment 0.04 Jun 25 0.08 -0.25 0.81
Global Market Portfolio Credit Suisse 0.04 Jun 25 2.43 2.01 6.31
Short Term Treasury 0.04 Jun 25 0.08 -0.20 0.83
Developed World ex-US 60/40 0.03 Jun 25 3.00 1.05 11.50
Late Sixties and Beyond Burton Malkiel 0.02 Jun 25 2.59 3.69 8.78
European Stocks 0.02 Jun 25 2.15 -0.82 10.72
Robo Advisor 80 Value Tilt Betterment 0.00 Jun 25 3.69 4.91 13.35
Five Fold Scott Burns -0.01 Jun 25 1.89 2.57 7.50
Sheltered Sam 10/90 Bill Bernstein -0.01 Jun 25 0.41 0.32 2.27
Robo Advisor 100 Value Tilt Betterment -0.02 Jun 25 3.85 5.49 14.50
Long Term Portfolio Ben Stein -0.03 Jun 25 2.91 4.85 11.39
Stocks/Bonds 20/80 -0.04 Jun 25 1.30 0.99 2.43
Robo Advisor 90 Value Tilt Betterment -0.05 Jun 25 4.03 5.62 14.86
Cockroach Portfolio Tony Dong -0.11 Jun 25 -1.34 -7.46 1.70
Sheltered Sam 0/100 Bill Bernstein -0.13 Jun 25 0.12 -0.16 0.92
Developed World ex-US 80/20 -0.15 Jun 25 3.67 1.71 15.14
Gone Fishin' Portfolio Alexander Green -0.16 Jun 25 2.86 3.25 12.80
US Stocks Value -0.17 Jun 25 1.86 2.97 8.39
Lifepath Fund iShares -0.18 Jun 25 1.97 2.38 5.66
Mid-Fifties Burton Malkiel -0.26 Jun 25 3.22 4.59 10.67
Sandwich Portfolio Bob Clyatt -0.28 Jun 25 2.19 3.02 7.85
JP Morgan Balanced Portfolio JP Morgan -0.28 Jun 25 1.90 4.47 9.85
LifeStrategy Conservative Growth Vanguard -0.29 Jun 25 2.18 2.17 5.69
Yale Endowment David Swensen -0.30 Jun 25 2.49 3.85 9.21
Simple and Cheap Time Money Inc -0.30 Jun 25 2.46 3.22 7.73
Gretchen Tai Portfolio Gretchen Tai -0.31 Jun 25 3.40 4.24 11.76
Lazy Portfolio David Swensen -0.31 Jun 25 2.41 3.93 8.98
Developed World ex-US Stocks -0.33 Jun 25 4.32 2.35 18.74
Edge Select Moderately Conservative Merrill Lynch -0.35 Jun 25 2.21 2.55 5.49
All Country World 40/60 -0.36 Jun 25 2.25 2.31 5.71
US Inflation Protection -0.39 Jun 25 0.19 -0.10 1.06
Emerging Markets Stocks -0.42 Jun 25 7.20 9.62 28.10
Late Thirties to Early Forties Burton Malkiel -0.49 Jun 25 3.62 5.25 11.82
Dimensional Retirement Income Fund DFA -0.49 Jun 25 0.97 1.52 3.84
Talmud Portfolio 2x Leveraged Roger Gibson -0.51 Jun 25 2.38 4.27 8.95
Rob Arnott Portfolio Rob Arnott -0.54 Jun 25 0.56 2.46 6.65
Six Ways from Sunday Scott Burns -0.55 Jun 25 0.37 2.34 10.65
Mid-Twenties Burton Malkiel -0.57 Jun 25 3.77 5.52 12.40
Edge Select Moderate Merrill Lynch -0.57 Jun 25 2.90 4.05 7.83
Dynamic 60/40 Income The Lazy Team -0.59 Jun 25 1.17 2.72 5.16
Stocks/Bonds 40/60 -0.60 Jun 25 2.31 3.31 4.68
Four Square Scott Burns -0.63 Jun 25 2.56 2.96 7.60
Jane Bryant Quinn Portfolio Jane Bryant Quinn -0.67 Jun 25 2.98 4.35 9.22
Pinwheel Tyler -0.70 Jun 25 1.79 1.51 10.00
LifeStrategy Moderate Growth Vanguard -0.70 Jun 25 3.02 3.85 8.41
Andrew Tobias Portfolio Andrew Tobias -0.76 Jun 25 2.61 3.09 8.19
All Country World 60/40 -0.81 Jun 25 3.05 3.96 8.27
US Stocks Quality -0.86 Jun 25 3.98 5.41 9.36
7Twelve Portfolio Craig Israelsen -0.88 Jun 25 -0.21 6.30 13.14
Core Four Rick Ferri -0.89 Jun 25 3.43 5.35 10.28
Stocks/Bonds 40/60 with Bitcoin -0.92 Jun 25, 08:00PM 2.20 3.39 4.19
Edge Select Moderately Aggressive Merrill Lynch -0.93 Jun 25 3.68 5.57 10.11
Dynamic 40/60 Income The Lazy Team -0.97 Jun 25 1.55 2.52 4.20
Stocks/Bonds 40/60 ESG -0.98 Jun 25 2.84 4.19 4.53
GAA Global Asset Allocation Mebane Faber -1.01 Jun 25 1.63 2.16 8.09
Margaritaville Scott Burns -1.04 Jun 25 3.13 4.34 10.00
Edge Select Aggressive Merrill Lynch -1.06 Jun 25 4.28 6.84 12.37
Perfect Portfolio Ben Stein -1.10 Jun 25 3.60 6.00 13.43
LifeStrategy Growth Fund Vanguard -1.12 Jun 25 3.83 5.50 11.12
Three Funds Bogleheads -1.16 Jun 25 3.83 5.64 10.98
Stocks/Bonds 60/40 -1.17 Jun 25 3.29 5.64 6.93
Weird Portfolio Value Stock Geek -1.18 Jun 25 0.58 -2.21 8.53
Four Funds Bogleheads -1.25 Jun 25 3.81 5.76 11.07
All Country World 80/20 -1.26 Jun 25 3.82 5.59 10.83
All Weather Portfolio Ray Dalio -1.27 Jun 25 1.12 1.14 5.31
Couch Potato Scott Burns -1.35 Jun 25 2.74 5.09 6.25
Dedalo Eleven Dedalo Invest -1.37 Jun 25 4.30 6.56 11.85
Pepperoni Portfolio Davide Pisicchio -1.40 Jun 25 4.09 7.55 8.63
All Weather Portfolio with Bitcoin Ray Dalio -1.40 Jun 25, 08:00PM 1.15 1.27 4.53
Ulcer Free Strategy Aim Ways -1.42 Jun 25 2.46 1.56 6.09
Second Grader's Starter Paul Farrell -1.44 Jun 25 4.30 6.78 12.11
Golden Butterfly Tyler -1.45 Jun 25 1.08 -0.78 6.76
US Stocks Minimum Volatility -1.46 Jun 25 2.07 -0.83 2.17
Stocks/Bonds 60/40 with Bitcoin -1.49 Jun 25, 08:00PM 3.18 5.73 6.44
Odd-Stats Strategy Aim Ways -1.52 Jun 25 2.69 2.17 6.08
PISI Portfolio Davide Pisicchio -1.54 Jun 25 1.52 0.07 3.75
Golden Butterfly with Bitcoin Tyler -1.56 Jun 25, 08:00PM 1.06 -0.33 6.22
Dedalo Four Dedalo Invest -1.58 Jun 25 4.20 7.24 9.73
Simple Path to Wealth JL Collins -1.59 Jun 25 4.01 7.39 8.62
Aim comfortable trip Aim Ways -1.60 Jun 25 1.63 -0.09 7.31
Paul Boyer Portfolio Paul Boyer -1.61 Jun 25 0.90 -2.83 7.03
Capricciosa Portfolio Davide Pisicchio -1.66 Jun 25 2.97 4.49 7.10
Five Asset Roger Gibson -1.67 Jun 25 0.38 6.18 13.67
All Country World Stocks -1.71 Jun 25 4.58 7.20 13.39
Stocks/Bonds 60/40 ESG -1.73 Jun 25 4.11 7.05 6.76
Desert Portfolio Gyroscopic Investing -1.73 Jun 25 1.38 0.45 4.08
Stocks/Bonds 80/20 -1.73 Jun 25 4.25 7.97 9.18
Margherita Portfolio Davide Pisicchio -1.78 Jun 25 1.84 1.46 5.26
Ivy Portfolio Mebane Faber -1.78 Jun 25 -0.35 7.24 14.63
Desert Portfolio with Bitcoin Gyroscopic Investing -1.84 Jun 25, 08:00PM 1.36 0.93 3.54
Stocks/Bonds 40/60 2x Leveraged -1.95 Jun 25 4.20 4.18 5.28
In Saecula Saeculorum Fulvio Marchese -2.00 Jun 25 2.36 2.26 5.86
Four Seasons Portfolio Davide Pisicchio -2.02 Jun 25 2.37 2.62 6.44
Golden Ratio Portfolio Frank Vasquez -2.04 Jun 25 1.87 0.79 7.33
Dedalo Three Dedalo Invest -2.12 Jun 25 5.00 9.36 12.03
Diavola Portfolio Davide Pisicchio -2.20 Jun 25 6.08 11.98 12.34
All Weather Portfolio 2x Leveraged Ray Dalio -2.21 Jun 25 1.60 -2.09 6.76
US Stocks -2.30 Jun 25 5.18 10.31 11.44
Marc Faber Portfolio Marc Faber -2.52 Jun 25 0.88 -2.00 7.96
Warren Buffett Portfolio Warren Buffett -2.52 Jun 25 4.90 9.70 9.92
Permanent Portfolio Harry Browne -2.81 Jun 25 1.14 -2.39 4.71
Technology -2.86 Jun 25 10.57 21.73 19.53
Permanent Portfolio with Bitcoin Harry Browne -2.92 Jun 25, 08:00PM 1.11 -1.95 4.18
Golden Butterfly 2x Leveraged Tyler -3.14 Jun 25 1.52 -3.40 9.66
Simplified Permanent Portfolio The Lazy Team -3.19 Jun 25 0.92 -2.68 4.40
US Stocks ESG -3.23 Jun 25 6.58 12.89 11.23
Shield Strategy Aim Ways -3.24 Jun 25 2.84 1.70 7.25
Stocks/Bonds 60/40 2x Leveraged -3.35 Jun 25 6.32 9.36 10.07
Desert Portfolio 2x Leveraged Gyroscopic Investing -3.59 Jun 25 2.71 -1.64 4.33
Ark Tech Portfolio Cathie Wood -3.86 Jun 25 11.68 16.59 11.52
Gold Pivot Ptf Aim Ways -4.26 Jun 25 1.65 -2.36 6.47
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -6.73 Jun 25 1.58 -7.25 5.01
Gold -11.43 Jun 25 -1.54 -13.77 7.54