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.
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 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 | |
