Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 02 2023 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 23
Asset Class Jun 23 Time(ET) 1M 3M 6M
US Small Cap (IJR) 5.01 Jun 02 -1.67 -9.41 -8.53
Latin America (FLLA) 4.57 Jun 02 0.10 4.06 2.02
Pacific (VPL) 3.85 Jun 02 -1.16 2.78 3.07
Emerging Markets (EEM) 3.53 Jun 02 -2.40 -0.10 -1.90
Commodities (DBC) 2.95 Jun 02 -6.41 -7.20 -12.97
World All Countries (VT) 2.83 Jun 02 -1.21 3.05 2.64
EAFE Stocks (EFA) 2.80 Jun 02 -4.01 1.90 5.71
US Total Stock Market (VTI) 2.67 Jun 02 0.43 4.26 2.44
US REITs (VNQ) 2.45 Jun 02 -3.96 -5.76 -6.98
US Large Cap (SPY) 2.41 Jun 02 0.46 5.86 3.37
Europe (VGK) 2.37 Jun 02 -5.12 1.24 7.20
Preferred Stocks (PFF) 1.96 Jun 02 -2.36 -5.23 -2.18
US Technology (QQQ) 1.91 Jun 02 7.88 18.72 19.09
High Yield Bonds (HYG) 1.12 Jun 02 -1.23 0.94 0.38
Emerg. Market Bonds (EMB) 0.51 Jun 02 -1.18 0.74 0.13
US Cash (BIL) 0.07 Jun 02 0.38 1.14 2.15
Invest. Grade Bonds (LQD) 0.04 Jun 02 -1.76 2.63 1.82
International Bonds (BNDX) -0.28 Jun 02 0.14 2.92 0.92
US Total Bond Market (BND) -0.29 Jun 02 -1.16 2.08 1.58
TIPS (TIP) -0.33 Jun 02 -1.71 1.16 0.52
Gold (GLD) -0.70 Jun 02 -1.34 7.39 10.62
Long Term Treasuries (TLT) -0.71 Jun 02 -3.01 2.03 1.50
Stocks Bonds 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 23) 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 23
Asset Class Jun 23 Time(ET) 1M 3M 6M
Ark Tech Portfolio
Cathie Wood
3.61 Jun 02 10.23 3.06 8.28
Emerging Markets Stocks
3.53 Jun 02 -2.40 -0.10 -1.90
Ultimate Buy and Hold Strategy
Paul Merriman
3.33 Jun 02 -3.43 -3.09 -1.87
Cape US Sector Value
Robert Shiller
3.24 Jun 02 -1.03 -0.04 -0.39
Sheltered Sam 100/0
Bill Bernstein
3.17 Jun 02 -2.79 -2.24 -2.65
Robo Advisor 100
Betterment
3.05 Jun 02 -2.29 0.33 0.21
Developed World ex-US Stocks
3.05 Jun 02 -3.73 1.42 4.40
US Stocks Equal Weight
2.95 Jun 02 -3.81 -4.30 -5.33
Sheltered Sam 90/10
Bill Bernstein
2.83 Jun 02 -2.60 -1.89 -2.27
All Country World Stocks
2.83 Jun 02 -1.21 3.05 2.64
Robo Advisor 90
Betterment
2.80 Jun 02 -2.07 0.36 -0.02
Developed World ex-US Stocks Momentum
2.79 Jun 02 -4.70 0.76 1.76
US Stocks Value
2.78 Jun 02 -2.04 0.41 0.34
Aggressive Global Income
2.73 Jun 02 -3.81 -3.30 -3.53
Dedalo Three
Dedalo Invest
2.72 Jun 02 -0.07 3.89 2.50
US Stocks
2.67 Jun 02 0.43 4.26 2.44
Talmud Portfolio 2x Leveraged
Roger Gibson
2.60 Jun 02 -3.91 0.31 -4.94
No Brainer Portfolio
Bill Bernstein
2.60 Jun 02 -1.18 -0.31 -0.08
US Stocks ESG
2.51 Jun 02 1.75 6.34 5.02
Long Term Portfolio
Ben Stein
2.50 Jun 02 -1.61 0.03 0.59
Family Taxable Portfolio
Ted Aronson
2.50 Jun 02 -1.50 0.01 -0.23
Mid-Twenties
Burton Malkiel
2.50 Jun 02 -1.66 1.53 0.91
Sheltered Sam 80/20
Bill Bernstein
2.49 Jun 02 -2.42 -1.54 -1.89
Second Grader's Starter
Paul Farrell
2.48 Jun 02 -0.89 3.13 2.54
Robo Advisor 80
Betterment
2.47 Jun 02 -1.94 0.55 0.09
Late Thirties to Early Forties
Burton Malkiel
2.44 Jun 02 -1.70 1.47 0.75
Edge Select Aggressive
Merrill Lynch
2.42 Jun 02 -0.25 3.88 3.53
Stocks/Bonds 60/40 2x Leveraged
2.38 Jun 02 -1.04 7.66 1.81
Developed World ex-US 80/20
2.38 Jun 02 -3.00 1.71 3.70
European Stocks
2.37 Jun 02 -5.12 1.24 7.20
Perfect Portfolio
Ben Stein
2.33 Jun 02 -1.33 2.03 1.60
Ivy Portfolio
Mebane Faber
2.31 Jun 02 -2.78 -1.17 -2.50
Gone Fishin' Portfolio
Alexander Green
2.31 Jun 02 -1.86 0.01 0.05
Mid-Fifties
Burton Malkiel
2.29 Jun 02 -1.82 1.17 0.34
Ideal Index
Frank Armstrong
2.29 Jun 02 -2.17 -1.16 -0.94
Warren Buffett Portfolio
Warren Buffett
2.24 Jun 02 0.62 5.46 3.48
Robust
Alpha Architect
2.24 Jun 02 -4.02 -3.09 -5.56
All Country World 80/20
2.23 Jun 02 -1.11 2.88 2.37
LifeStrategy Growth Fund
Vanguard
2.19 Jun 02 -1.05 2.90 2.43
Three Funds
Bogleheads
2.18 Jun 02 -1.05 2.91 2.47
Four Funds
Bogleheads
2.18 Jun 02 -1.10 2.82 2.37
Five Asset
Roger Gibson
2.16 Jun 02 -2.74 -0.96 -2.53
Sheltered Sam 70/30
Bill Bernstein
2.16 Jun 02 -2.23 -1.18 -1.52
7Twelve Portfolio
Craig Israelsen
2.15 Jun 02 -2.34 -1.59 -2.59
Core Four
Rick Ferri
2.14 Jun 02 -1.15 2.29 1.69
Golden Butterfly 2x Leveraged
2.14 Jun 02 -2.68 1.52 -0.01
US Stocks Momentum
2.13 Jun 02 -4.83 -2.12 -10.25
Dedalo Four
Dedalo Invest
2.12 Jun 02 -0.04 3.69 2.23
Gretchen Tai Portfolio
Gretchen Tai
2.11 Jun 02 -1.83 1.39 1.44
Stocks/Bonds 80/20
2.08 Jun 02 0.12 3.83 2.34
Seven Value
Scott Burns
2.07 Jun 02 -3.15 -0.87 -2.91
Big Rocks Portfolio
Larry Swedroe
2.05 Jun 02 -1.97 -1.77 -1.33
Late Sixties and Beyond
Burton Malkiel
2.01 Jun 02 -1.83 0.81 -0.07
Coward's Portfolio
Bill Bernstein
1.98 Jun 02 -1.53 -0.68 -0.78
Coffeehouse
Bill Schultheis
1.98 Jun 02 -2.05 -1.61 -1.92
Six Ways from Sunday
Scott Burns
1.98 Jun 02 -3.00 -0.56 -2.31
Pinwheel
1.96 Jun 02 -1.97 -0.02 0.66
Edge Select Moderately Aggressive
Merrill Lynch
1.95 Jun 02 -0.32 3.85 3.45
Simple Money Portfolio
Tim Maurer
1.93 Jun 02 -2.48 -1.03 -0.09
Simple Path to Wealth
JL Collins
1.93 Jun 02 0.04 3.73 2.31
Technology
1.91 Jun 02 7.88 18.72 19.09
Ultimate Buy&Hold
FundAdvice
1.90 Jun 02 -2.49 -1.22 -0.53
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
1.83 Jun 02 -1.37 1.95 1.60
Lazy Portfolio
David Swensen
1.82 Jun 02 -1.67 0.86 0.10
Sheltered Sam 60/40
Bill Bernstein
1.82 Jun 02 -2.05 -0.83 -1.14
Margaritaville
Scott Burns
1.80 Jun 02 -1.55 2.24 2.02
Andrew Tobias Portfolio
Andrew Tobias
1.78 Jun 02 -1.37 2.57 3.36
Yale Endowment
David Swensen
1.77 Jun 02 -2.03 0.81 0.22
Developed World ex-US 60/40
1.72 Jun 02 -2.24 2.00 3.00
Stocks/Bonds 80/20 Momentum
1.65 Jun 02 -4.06 -1.25 -7.92
Tilt Toward Value
Time Inc
1.65 Jun 02 -1.51 0.79 0.14
All Country World 60/40
1.63 Jun 02 -1.01 2.71 2.08
Dynamic 60/40 Income
1.61 Jun 02 -1.48 -0.91 -0.83
Talmud Portfolio
Roger Gibson
1.61 Jun 02 -1.52 0.18 -0.90
LifeStrategy Moderate Growth
Vanguard
1.57 Jun 02 -0.98 2.76 2.20
Sandwich Portfolio
Bob Clyatt
1.57 Jun 02 -1.33 1.08 0.82
Developed World ex-US 60/40 Momentum
1.56 Jun 02 -2.81 1.61 1.41
Simple and Cheap
Time Inc
1.53 Jun 02 -1.28 1.86 1.25
One-Decision Portfolio
Marvin Appel
1.53 Jun 02 -1.28 -0.42 -0.50
Five Fold
Scott Burns
1.51 Jun 02 -1.69 0.74 0.02
Edge Select Moderate
Merrill Lynch
1.49 Jun 02 -0.49 3.38 2.94
Stocks/Bonds 60/40 with Bitcoin
1.49 Jun 02, 09:57PM -0.43 3.77 3.31
Stocks/Bonds 60/40
1.48 Jun 02 -0.19 3.41 2.20
US Stocks Minimum Volatility
1.48 Jun 02 -3.22 1.60 -4.20
Sheltered Sam 50/50
Bill Bernstein
1.48 Jun 02 -1.86 -0.47 -0.77
Robo Advisor 50
Betterment
1.47 Jun 02 -1.56 1.14 0.55
Nano Portfolio
John Wasik
1.46 Jun 02 -2.08 0.72 0.73
Stocks/Bonds 60/40 ESG
1.44 Jun 02 0.62 4.64 3.95
Dimensional 2030 Retirement Income
DFA
1.43 Jun 02 -1.05 2.66 2.01
Golden Butterfly with Bitcoin
1.33 Jun 02, 09:57PM -1.78 0.72 2.32
Golden Butterfly
Tyler
1.29 Jun 02 -1.57 0.42 1.35
Four Square
Scott Burns
1.27 Jun 02 -1.15 2.39 1.75
Dynamic 40/60 Income
1.23 Jun 02 -0.94 0.40 0.55
Eliminate Fat Tails
Larry Swedroe
1.19 Jun 02 -1.08 -0.72 -0.56
Couch Potato
Scott Burns
1.17 Jun 02 -0.62 2.74 1.59
Stocks/Bonds 60/40 Momentum
1.16 Jun 02 -3.31 -0.39 -5.57
Stocks/Bonds 40/60 2x Leveraged
1.16 Jun 02 -1.74 6.59 1.32
GAA Global Asset Allocation
Mebane Faber
1.15 Jun 02 -1.78 2.22 1.49
Sheltered Sam 40/60
Bill Bernstein
1.14 Jun 02 -1.67 -0.10 -0.39
All Weather Portfolio 2x Leveraged
Ray Dalio
1.13 Jun 02 -4.51 4.17 -0.91
Global Market Portfolio
Credit Suisse
1.08 Jun 02 -1.59 2.43 1.45
Marc Faber Portfolio
Marc Faber
1.08 Jun 02 -1.89 1.75 2.23
Developed World ex-US 40/60
1.05 Jun 02 -1.47 2.30 2.30
Larry Portfolio
Larry Swedroe
1.04 Jun 02 -1.80 -0.45 -0.32
All Country World 40/60
1.03 Jun 02 -0.91 2.53 1.78
Lifepath Fund
iShares
1.01 Jun 02 -1.13 2.19 1.71
Edge Select Moderately Conservative
Merrill Lynch
0.97 Jun 02 -0.52 3.25 2.64
LifeStrategy Conservative Growth
Vanguard
0.95 Jun 02 -0.91 2.62 1.94
Developed World ex-US 40/60 Momentum
0.95 Jun 02 -1.85 2.05 1.24
Rob Arnott Portfolio
Rob Arnott
0.94 Jun 02 -2.06 0.88 -0.57
Stocks/Bonds 40/60 ESG
0.91 Jun 02 0.04 3.76 3.29
Stocks/Bonds 40/60 with Bitcoin
0.89 Jun 02, 09:57PM -0.75 3.34 3.16
Stocks/Bonds 40/60
0.89 Jun 02 -0.51 2.97 2.03
Sheltered Sam 30/70
Bill Bernstein
0.80 Jun 02 -1.48 0.26 -0.02
Zefiro Portfolio
Zefiro SCF
0.74 Jun 02 -2.08 1.59 0.66
High Yield Bonds Income
0.74 Jun 02 -1.64 1.27 0.76
All Weather Portfolio
Ray Dalio
0.69 Jun 02 -1.74 2.48 1.52
All Weather Portfolio with Bitcoin
Ray Dalio
0.69 Jun 02, 09:57PM -1.90 2.92 2.71
Paul Boyer Portfolio
Paul Boyer
0.69 Jun 02 -1.70 1.44 2.21
Stocks/Bonds 40/60 Momentum
0.68 Jun 02 -2.58 0.45 -3.20
Desert Portfolio with Bitcoin
Gyroscopic Investing
0.57 Jun 02, 09:57PM -0.77 3.87 3.95
Edge Select Conservative
Merrill Lynch
0.55 Jun 02 -0.62 1.99 1.58
Desert Portfolio
Gyroscopic Investing
0.53 Jun 02 -0.55 3.59 2.96
Desert Portfolio 2x Leveraged
Gyroscopic Investing
0.52 Jun 02 -2.14 6.83 2.91
Robo Advisor 20
Betterment
0.51 Jun 02 -0.90 1.42 1.16
Sheltered Sam 20/80
Bill Bernstein
0.47 Jun 02 -1.29 0.63 0.35
All Country World 20/80
0.43 Jun 02 -0.81 2.35 1.46
Dimensional Retirement Income Fund
DFA
0.43 Jun 02 -0.91 1.85 1.89
Developed World ex-US 20/80
0.39 Jun 02 -0.67 2.61 1.61
Permanent Portfolio with Bitcoin
Harry Browne
0.37 Jun 02, 09:57PM -1.12 3.98 5.47
Permanent Portfolio
Harry Browne
0.33 Jun 02 -0.90 3.70 4.48
LifeStrategy Income Fund
Vanguard
0.33 Jun 02 -0.84 2.48 1.67
Stocks/Bonds 20/80
0.30 Jun 02 -0.83 2.53 1.82
Simplified Permanent Portfolio
0.23 Jun 02 -0.94 4.44 4.28
Stocks/Bonds 20/80 Momentum
0.19 Jun 02 -1.86 1.27 -0.82
Robo Advisor 10
Betterment
0.18 Jun 02 -0.64 1.52 1.36
Simplified Permanent Portfolio 2x Leveraged
0.17 Jun 02 -2.38 7.74 5.46
Sheltered Sam 10/90
Bill Bernstein
0.13 Jun 02 -1.11 1.00 0.72
Conservative Income
Charles Schwab
0.03 Jun 02 -0.96 1.24 1.05
Short Term Treasury
-0.13 Jun 02 -0.38 1.51 1.41
Robo Advisor 0
Betterment
-0.14 Jun 02 -0.40 1.57 1.50
All Country World Bonds
-0.17 Jun 02 -0.71 2.17 1.12
Sheltered Sam 0/100
Bill Bernstein
-0.21 Jun 02 -0.91 1.37 1.08
Total Bond Developed World ex-US
-0.28 Jun 02 0.14 2.92 0.92
Total Bond US
-0.29 Jun 02 -1.16 2.08 1.58
US Inflation Protection
-0.33 Jun 02 -1.71 1.16 0.52
10-year Treasury
-0.52 Jun 02 -1.44 3.07 1.72
Gold
-0.70 Jun 02 -1.34 7.39 10.62