Assets and Lazy Portfolios Short Term Returns

Last Update - Jul 10 2025, 04:00PM 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 Jun 25
Ticker Asset Class Jul 25â–ľ Time(ET) 1M 3M 6M
IJR
US Small Cap 4.37 Jul 10, 04:00PM 4.10 4.90 -4.51
PFF
US Preferred Stocks 2.80 Jul 10, 04:00PM 2.08 1.57 0.37
DBC
Commodities 1.88 Jul 10, 04:00PM 4.45 -3.07 2.01
VGK
Europe 1.52 Jul 10, 04:00PM 2.45 12.01 24.40
CWB
US Convertible Bonds 1.51 Jul 10, 04:00PM 3.83 8.43 7.00
VTI
US Total Stock Market 1.44 Jul 10, 04:00PM 5.16 10.92 5.56
SPY
US Large Cap 1.29 Jul 10, 04:00PM 5.14 10.78 6.05
VT
World All Countries 1.07 Jul 10, 04:00PM 4.67 11.37 10.28
VNQ
US REITs 0.77 Jul 10, 04:00PM 0.69 -0.67 2.00
QQQ
US Technology 0.69 Jul 10, 04:00PM 6.39 17.77 8.19
EFA
EAFE Stocks 0.47 Jul 10, 04:00PM 2.40 11.27 20.27
GLD
Gold 0.45 Jul 10, 04:00PM 0.41 5.79 25.90
EEM
Emerging Markets 0.37 Jul 10, 04:00PM 7.00 11.46 16.47
BIL
US Cash 0.13 Jul 10, 04:00PM 0.33 1.04 2.06
EMB
Emerg. Market Bonds 0.00 Jul 10, 04:00PM 2.69 3.62 6.38
TIP
US TIPS -0.14 Jul 10, 04:00PM 0.94 0.43 4.71
HYG
US High Yield Bonds -0.18 Jul 10, 04:00PM 1.84 3.75 5.02
BNDX
International Bonds -0.36 Jul 10, 04:00PM 0.34 2.07 2.00
BND
US Total Bond Market -0.40 Jul 10, 04:00PM 1.52 1.23 4.05
LQD
US Invest. Grade Bonds -0.43 Jul 10, 04:00PM 2.08 2.02 4.56
VPL
Pacific -0.74 Jul 10, 04:00PM 4.29 13.68 16.60
TLT
US Long Term Treasuries -1.06 Jul 10, 04:00PM 2.66 -1.98 2.86
FLLA
Latin America -2.36 Jul 10, 03:42PM 5.04 14.50 31.64
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 Jul 25) 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 Jun 25
Portfolio Author Jul 25â–ľ Time(ET) 1M 3M 6M
Ark Tech Portfolio Cathie Wood 3.98 Jul 10, 04:00PM 18.98 38.78 19.84
US Stocks Equal Weight 2.22 Jul 10, 04:00PM 3.43 5.34 4.64
US Stocks Value 1.92 Jul 10, 04:00PM 3.75 3.02 3.09
Sheltered Sam 100/0 Bill Bernstein 1.90 Jul 10, 04:00PM 3.81 6.37 6.81
Ultimate Buy and Hold Strategy Paul Merriman 1.78 Jul 10, 04:00PM 4.00 8.89 10.59
Golden Butterfly 2x Leveraged Tyler 1.77 Jul 10, 04:00PM 4.08 6.54 10.74
Sheltered Sam 90/10 Bill Bernstein 1.70 Jul 10, 04:00PM 3.50 5.80 6.48
European Stocks 1.52 Jul 10, 04:00PM 2.45 12.01 24.40
Sheltered Sam 80/20 Bill Bernstein 1.49 Jul 10, 04:00PM 3.19 5.24 6.16
No Brainer Portfolio Bill Bernstein 1.47 Jul 10, 04:00PM 3.43 7.30 5.74
US Stocks 1.44 Jul 10, 04:00PM 5.16 10.92 5.56
Golden Butterfly with Bitcoin Tyler 1.42 Jul 10, 07:58PM 2.53 4.05 5.65
Robo Advisor 100 Value Tilt Betterment 1.35 Jul 10, 04:00PM 4.24 9.28 10.17
Dedalo Three Dedalo Invest 1.33 Jul 10, 04:00PM 5.01 11.06 6.98
Weird Portfolio Value Stock Geek 1.30 Jul 10, 04:00PM 2.43 4.46 8.91
Aggressive Global Income The Lazy Team 1.30 Jul 10, 04:00PM 2.69 5.74 8.44
Sheltered Sam 70/30 Bill Bernstein 1.29 Jul 10, 04:00PM 2.88 4.69 5.83
Big Rocks Portfolio Larry Swedroe 1.28 Jul 10, 04:00PM 2.57 4.67 4.97
Golden Butterfly Tyler 1.24 Jul 10, 04:00PM 2.48 3.65 5.88
Golden Ratio Portfolio Frank Vasquez 1.23 Jul 10, 04:00PM 2.94 4.49 5.09
Coffeehouse Bill Schultheis 1.22 Jul 10, 04:00PM 2.77 3.72 3.63
Long Term Portfolio Ben Stein 1.22 Jul 10, 04:00PM 3.28 7.11 7.21
Robo Advisor 90 Value Tilt Betterment 1.21 Jul 10, 04:00PM 4.24 9.01 9.71
Seven Value Scott Burns 1.20 Jul 10, 04:00PM 2.78 2.53 5.53
US Stocks ESG 1.16 Jul 10, 04:00PM 5.53 12.21 5.07
US Stocks Quality 1.15 Jul 10, 04:00PM 3.48 7.21 3.12
Six Ways from Sunday Scott Burns 1.14 Jul 10, 04:00PM 2.62 2.46 5.52
Coward's Portfolio Bill Bernstein 1.13 Jul 10, 04:00PM 2.75 4.78 4.60
Ideal Index Frank Armstrong 1.10 Jul 10, 04:00PM 2.74 5.62 6.78
Sheltered Sam 60/40 Bill Bernstein 1.08 Jul 10, 04:00PM 2.58 4.13 5.50
Diavola Portfolio Davide Pisicchio 1.08 Jul 10, 04:00PM 5.04 11.57 6.06
Stocks/Bonds 80/20 1.08 Jul 10, 04:00PM 4.42 8.86 5.26
All Country World Stocks 1.07 Jul 10, 04:00PM 4.67 11.37 10.28
Simple Money Portfolio Tim Maurer 1.04 Jul 10, 04:00PM 2.67 6.32 8.57
Robo Advisor 80 Value Tilt Betterment 1.03 Jul 10, 04:00PM 3.91 8.23 9.14
Warren Buffett Portfolio Warren Buffett 1.03 Jul 10, 04:00PM 4.81 10.26 6.09
Gone Fishin' Portfolio Alexander Green 1.02 Jul 10, 04:00PM 3.41 6.96 8.67
Cape US Sector Value Robert Shiller 0.99 Jul 10, 03:59PM 2.69 4.95 6.43
Dedalo Four Dedalo Invest 0.99 Jul 10, 04:00PM 4.07 9.21 6.03
Family Taxable Portfolio Ted Aronson 0.99 Jul 10, 04:00PM 3.84 7.05 6.95
Simple Path to Wealth JL Collins 0.98 Jul 10, 04:00PM 4.24 8.35 5.18
Second Grader's Starter Paul Farrell 0.98 Jul 10, 04:00PM 4.36 10.14 9.23
Ultimate Buy&Hold FundAdvice 0.98 Jul 10, 04:00PM 2.85 5.85 8.03
Pinwheel Tyler 0.98 Jul 10, 04:00PM 2.56 5.61 8.53
Perfect Portfolio Ben Stein 0.95 Jul 10, 04:00PM 3.87 8.11 8.96
Dynamic 60/40 Income The Lazy Team 0.94 Jul 10, 04:00PM 2.06 3.25 3.13
One-Decision Portfolio Marvin Appel 0.92 Jul 10, 04:00PM 2.09 2.90 2.37
Edge Select Aggressive Merrill Lynch 0.90 Jul 10, 04:00PM 4.39 9.66 8.81
Stocks/Bonds 60/40 with Bitcoin 0.89 Jul 10, 07:58PM 3.67 7.30 5.15
7Twelve Portfolio Craig Israelsen 0.88 Jul 10, 04:00PM 2.93 3.84 5.47
Sheltered Sam 50/50 Bill Bernstein 0.88 Jul 10, 04:00PM 2.27 3.58 5.17
Stocks/Bonds 60/40 2x Leveraged 0.86 Jul 10, 04:00PM 7.00 10.81 6.42
Five Asset Roger Gibson 0.85 Jul 10, 04:00PM 3.05 3.97 6.26
Four Funds Bogleheads 0.82 Jul 10, 04:00PM 3.94 9.05 9.14
Mid-Twenties Burton Malkiel 0.81 Jul 10, 04:00PM 3.99 8.41 9.50
Core Four Rick Ferri 0.80 Jul 10, 04:00PM 3.74 8.15 8.03
Three Funds Bogleheads 0.80 Jul 10, 04:00PM 4.00 9.15 9.08
Late Thirties to Early Forties Burton Malkiel 0.79 Jul 10, 04:00PM 3.91 8.09 9.17
All Country World 80/20 0.79 Jul 10, 04:00PM 4.01 9.43 8.96
Ivy Portfolio Mebane Faber 0.79 Jul 10, 04:00PM 3.06 3.90 6.23
Dynamic 40/60 Income The Lazy Team 0.78 Jul 10, 04:00PM 2.46 4.13 4.01
LifeStrategy Growth Fund Vanguard 0.78 Jul 10, 04:00PM 3.91 9.23 9.21
Mid-Fifties Burton Malkiel 0.74 Jul 10, 04:00PM 3.65 7.24 8.50
Pepperoni Portfolio Davide Pisicchio 0.71 Jul 10, 04:00PM 3.75 8.03 5.48
Tilt Toward Value Time Money Inc 0.71 Jul 10, 04:00PM 2.82 5.20 5.64
Eliminate Fat Tails Larry Swedroe 0.71 Jul 10, 04:00PM 2.12 2.95 4.16
Stocks/Bonds 60/40 0.71 Jul 10, 04:00PM 3.69 6.86 4.95
Dedalo Eleven Dedalo Invest 0.69 Jul 10, 04:00PM 4.31 9.31 8.47
Technology 0.69 Jul 10, 04:00PM 6.39 17.77 8.19
Jane Bryant Quinn Portfolio Jane Bryant Quinn 0.68 Jul 10, 04:00PM 3.20 7.12 7.85
Sheltered Sam 40/60 Bill Bernstein 0.67 Jul 10, 04:00PM 1.96 3.03 4.84
Aim comfortable trip Aim Ways 0.67 Jul 10, 04:00PM 1.64 5.23 8.62
Late Sixties and Beyond Burton Malkiel 0.66 Jul 10, 04:00PM 3.19 5.92 7.21
Couch Potato Scott Burns 0.65 Jul 10, 04:00PM 3.02 5.43 5.13
Edge Select Moderately Aggressive Merrill Lynch 0.64 Jul 10, 04:00PM 3.92 8.33 8.07
Capricciosa Portfolio Davide Pisicchio 0.64 Jul 10, 04:00PM 3.20 6.69 6.19
Larry Portfolio Larry Swedroe 0.63 Jul 10, 04:00PM 2.33 3.68 4.93
Margaritaville Scott Burns 0.62 Jul 10, 04:00PM 3.31 7.61 9.48
Gretchen Tai Portfolio Gretchen Tai 0.61 Jul 10, 04:00PM 3.53 8.03 9.86
Talmud Portfolio Roger Gibson 0.61 Jul 10, 04:00PM 2.44 3.65 3.87
Yale Endowment David Swensen 0.60 Jul 10, 04:00PM 2.86 5.91 7.39
Developed World ex-US Stocks 0.60 Jul 10, 04:00PM 3.39 13.05 20.72
Lazy Portfolio David Swensen 0.59 Jul 10, 04:00PM 2.92 5.68 7.02
Andrew Tobias Portfolio Andrew Tobias 0.59 Jul 10, 04:00PM 2.69 7.79 9.52
Sandwich Portfolio Bob Clyatt 0.57 Jul 10, 04:00PM 2.99 6.34 7.20
Stocks/Bonds 60/40 ESG 0.55 Jul 10, 04:00PM 3.94 7.63 4.59
Talmud Portfolio 2x Leveraged Roger Gibson 0.54 Jul 10, 04:00PM 3.98 4.80 4.89
Robust Alpha Architect 0.52 Jul 10, 04:00PM 3.06 7.96 9.51
Stocks/Bonds 40/60 with Bitcoin 0.52 Jul 10, 07:58PM 2.94 5.35 4.85
Four Seasons Portfolio Davide Pisicchio 0.52 Jul 10, 04:00PM 2.73 5.92 7.16
Robo Advisor 50 Value Tilt Betterment 0.51 Jul 10, 04:00PM 2.81 5.64 7.22
All Country World 60/40 0.51 Jul 10, 04:00PM 3.34 7.51 7.64
LifeStrategy Moderate Growth Vanguard 0.49 Jul 10, 04:00PM 3.24 7.26 7.76
Sheltered Sam 30/70 Bill Bernstein 0.47 Jul 10, 04:00PM 1.65 2.48 4.51
In Saecula Saeculorum Fulvio Marchese 0.47 Jul 10, 04:00PM 2.98 6.02 7.10
Simple and Cheap Time Money Inc 0.46 Jul 10, 04:00PM 2.88 6.05 6.94
Gold 0.45 Jul 10, 04:00PM 0.41 5.79 25.90
Five Fold Scott Burns 0.45 Jul 10, 04:00PM 2.21 4.83 6.51
Edge Select Moderate Merrill Lynch 0.44 Jul 10, 04:00PM 3.35 6.75 7.06
Nano Portfolio John Wasik 0.43 Jul 10, 04:00PM 2.14 4.60 7.32
Cockroach Portfolio Tony Dong 0.43 Jul 10, 04:00PM 0.54 0.92 8.73
Permanent Portfolio with Bitcoin Harry Browne 0.43 Jul 10, 07:58PM 2.08 4.26 8.87
Marc Faber Portfolio Marc Faber 0.42 Jul 10, 04:00PM 1.84 4.58 11.14
Developed World ex-US 80/20 0.41 Jul 10, 04:00PM 2.84 10.97 16.98
Paul Boyer Portfolio Paul Boyer 0.40 Jul 10, 04:00PM 2.21 3.35 9.36
Desert Portfolio with Bitcoin Gyroscopic Investing 0.38 Jul 10, 07:58PM 2.22 5.16 6.76
All Weather Portfolio 2x Leveraged Ray Dalio 0.37 Jul 10, 04:00PM 5.75 1.47 6.76
Emerging Markets Stocks 0.37 Jul 10, 04:00PM 7.00 11.46 16.47
Four Square Scott Burns 0.37 Jul 10, 04:00PM 2.58 6.22 7.64
Stocks/Bonds 40/60 0.34 Jul 10, 04:00PM 2.96 4.93 4.65
Margherita Portfolio Davide Pisicchio 0.32 Jul 10, 04:00PM 2.33 5.02 7.06
Lifepath Fund iShares 0.30 Jul 10, 04:00PM 2.71 4.88 6.22
All Weather Portfolio with Bitcoin Ray Dalio 0.28 Jul 10, 07:58PM 3.08 3.24 5.60
Shield Strategy Aim Ways 0.28 Jul 10, 04:00PM 2.73 6.73 9.81
Sheltered Sam 20/80 Bill Bernstein 0.26 Jul 10, 04:00PM 1.34 1.94 4.18
Permanent Portfolio Harry Browne 0.24 Jul 10, 04:00PM 2.03 3.87 9.09
Stocks/Bonds 40/60 ESG 0.24 Jul 10, 04:00PM 3.16 5.46 4.36
All Country World 40/60 0.23 Jul 10, 04:00PM 2.66 5.62 6.32
Developed World ex-US 60/40 0.22 Jul 10, 04:00PM 2.27 8.83 13.23
LifeStrategy Conservative Growth Vanguard 0.20 Jul 10, 04:00PM 2.56 5.32 6.32
Desert Portfolio Gyroscopic Investing 0.19 Jul 10, 04:00PM 2.17 4.75 6.98
Edge Select Moderately Conservative Merrill Lynch 0.17 Jul 10, 04:00PM 2.72 5.29 6.11
GAA Global Asset Allocation Mebane Faber 0.16 Jul 10, 04:00PM 2.81 4.81 7.81
Rob Arnott Portfolio Rob Arnott 0.16 Jul 10, 04:00PM 2.27 2.53 4.94
Dimensional Retirement Income Fund DFA 0.15 Jul 09 0.73 1.98 4.38
US Cash 0.13 Jul 10, 04:00PM 0.33 1.04 2.06
All Weather Portfolio Ray Dalio 0.11 Jul 10, 04:00PM 3.08 2.74 5.58
Gold Pivot Ptf Aim Ways 0.10 Jul 10, 04:00PM 1.46 5.80 11.78
Simplified Permanent Portfolio The Lazy Team 0.10 Jul 10, 04:00PM 2.08 4.79 10.48
Edge Select Conservative Merrill Lynch 0.10 Jul 10, 04:00PM 1.75 3.15 4.46
Robo Advisor 20 Value Tilt Betterment 0.10 Jul 10, 04:00PM 1.55 3.04 4.71
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.09 Jul 10, 04:00PM 3.49 6.77 17.07
Stocks/Bonds 40/60 2x Leveraged 0.09 Jul 10, 04:00PM 5.59 7.42 6.60
Global Market Portfolio Credit Suisse 0.08 Jul 10, 04:00PM 2.94 4.87 6.72
PISI Portfolio Davide Pisicchio 0.07 Jul 10, 04:00PM 2.53 4.62 7.33
Sheltered Sam 10/90 Bill Bernstein 0.06 Jul 10, 04:00PM 1.04 1.39 3.85
Ulcer Free Strategy Aim Ways 0.03 Jul 10, 04:00PM 1.85 4.87 7.21
Developed World ex-US 40/60 0.02 Jul 10, 04:00PM 1.66 6.64 9.49
Odd-Stats Strategy Aim Ways -0.02 Jul 10, 04:00PM 1.98 4.97 7.07
Stocks/Bonds 20/80 -0.03 Jul 10, 04:00PM 2.23 3.05 4.35
Robo Advisor 10 Value Tilt Betterment -0.04 Jul 10, 04:00PM 1.09 2.13 3.80
All Country World 20/80 -0.05 Jul 10, 04:00PM 1.98 3.74 5.00
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.07 Jul 10, 04:00PM 4.43 6.52 10.83
LifeStrategy Income Fund Vanguard -0.10 Jul 10, 04:00PM 1.87 3.39 4.88
US Inflation Protection -0.14 Jul 10, 04:00PM 0.94 0.43 4.71
Conservative Income Charles Schwab -0.15 Jul 10, 04:00PM 1.04 1.16 3.53
Sheltered Sam 0/100 Bill Bernstein -0.15 Jul 10, 04:00PM 0.73 0.85 3.52
Short Term Treasury -0.15 Jul 10, 04:00PM 0.59 1.14 2.72
Developed World ex-US 20/80 -0.17 Jul 10, 04:00PM 1.02 4.39 5.75
Robo Advisor 0 Betterment -0.17 Jul 10, 04:00PM 0.62 1.21 2.87
High Yield Bonds Income The Lazy Team -0.22 Jul 10, 04:00PM 2.39 3.13 4.99
All Country World Bonds -0.33 Jul 10, 04:00PM 1.29 1.88 3.68
Total Bond Developed World ex-US -0.36 Jul 10, 04:00PM 0.34 2.07 2.00
Total Bond US -0.40 Jul 10, 04:00PM 1.52 1.23 4.05
US Stocks Minimum Volatility -0.45 Jul 10, 04:00PM 0.74 0.58 6.46
Developed World ex-US 40/60 Momentum -0.52 Jul 10, 04:00PM 1.71 7.77 10.66
Stocks/Bonds 20/80 Momentum -0.55 Jul 10, 04:00PM 2.05 4.68 6.57
Developed World ex-US 60/40 Momentum -0.60 Jul 10, 04:00PM 2.34 10.51 14.98
Stocks/Bonds 40/60 Momentum -0.69 Jul 10, 04:00PM 2.57 8.19 9.10
10-year Treasury -0.74 Jul 10, 04:00PM 1.60 1.40 5.24
Developed World ex-US Stocks Momentum -0.77 Jul 10, 04:00PM 3.47 15.77 23.64
Stocks/Bonds 60/40 Momentum -0.84 Jul 10, 04:00PM 3.06 11.77 11.63
Stocks/Bonds 80/20 Momentum -0.98 Jul 10, 04:00PM 3.54 15.42 14.15
US Stocks Momentum -1.13 Jul 10, 04:00PM 4.00 19.14 16.68
Berkshire Hathaway Warren Buffett -1.59 Jul 10, 04:01PM -3.78 -8.72 7.03