Assets and Lazy Portfolios Short Term Returns

Last Update - Jun 13 2024, 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).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of May 24
Ticker Asset Class Jun 24 Time(ET) 1M 3M 6M
QQQ
US Technology 5.77 Jun 13, 04:00PM 6.15 2.80 16.36
TLT
Long Term Treasuries 4.15 Jun 13, 04:00PM 2.89 -3.00 0.74
SPY
US Large Cap 2.86 Jun 13, 04:00PM 5.06 4.12 16.38
VTI
US Total Stock Market 2.48 Jun 13, 04:00PM 4.76 3.47 16.01
LQD
Invest. Grade Bonds 1.77 Jun 13, 04:00PM 2.21 0.42 2.83
EEM
Emerging Markets 1.63 Jun 13, 04:00PM 1.95 4.50 7.63
BND
US Total Bond Market 1.58 Jun 13, 04:00PM 1.68 0.07 2.05
VT
World All Countries 1.19 Jun 13, 04:00PM 4.60 4.07 14.35
VNQ
US REITs 0.94 Jun 13, 04:00PM 4.56 -1.87 3.98
BNDX
International Bonds 0.90 Jun 13, 04:00PM 0.29 -0.01 2.05
EMB
Emerg. Market Bonds 0.79 Jun 13, 04:00PM 2.61 2.13 6.31
HYG
High Yield Bonds 0.77 Jun 13, 04:00PM 1.63 1.35 5.03
TIP
TIPS 0.75 Jun 13, 04:00PM 1.78 0.70 2.42
CWB
US Convertible Bonds 0.52 Jun 13, 04:00PM 2.13 0.42 5.91
BIL
US Cash 0.17 Jun 13, 04:00PM 0.46 1.31 2.63
PFF
Preferred Stocks -0.09 Jun 13, 04:00PM 3.08 0.19 7.01
DBC
Commodities -0.47 Jun 13, 04:00PM -0.30 5.82 2.11
VPL
Pacific -1.04 Jun 13, 04:00PM 2.55 0.72 9.44
GLD
Gold -1.08 Jun 13, 04:00PM 1.62 13.73 14.07
EFA
EAFE Stocks -1.36 Jun 13, 04:00PM 5.06 5.09 13.50
VGK
Europe -1.63 Jun 13, 04:00PM 6.45 7.69 14.81
IJR
US Small Cap -2.74 Jun 13, 04:00PM 5.04 2.45 14.58
FLLA
Latin America -7.02 Jun 13, 04:00PM -2.17 -5.80 -3.39
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 24) 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 24
Portfolio Author Jun 24 Time(ET) 1M 3M 6M
Technology 5.77 Jun 13, 04:00PM 6.15 2.80 16.36
Stocks/Bonds 60/40 2x Leveraged 5.01 Jun 13, 04:00PM 7.21 3.12 17.59
Stocks/Bonds 40/60 2x Leveraged 4.74 Jun 13, 04:00PM 5.88 1.41 11.34
All Weather Portfolio 2x Leveraged Ray Dalio 4.65 Jun 13, 04:00PM 5.49 2.25 11.37
US Stocks Momentum 4.40 Jun 13, 04:00PM 5.36 2.50 24.70
Talmud Portfolio 2x Leveraged Roger Gibson 4.04 Jun 13, 04:00PM 7.37 -0.52 10.55
Desert Portfolio 2x Leveraged Gyroscopic Investing 3.93 Jun 13, 04:00PM 5.02 3.25 10.80
Stocks/Bonds 80/20 Momentum 3.83 Jun 13, 04:00PM 4.71 2.07 20.14
US Stocks ESG 3.43 Jun 13, 04:00PM 5.03 2.70 15.90
Ark Tech Portfolio Cathie Wood 3.41 Jun 13, 04:00PM 1.30 -11.42 -1.09
US Stocks Quality 3.30 Jun 13, 04:00PM 5.59 3.64 18.19
Stocks/Bonds 60/40 Momentum 3.27 Jun 13, 04:00PM 4.02 1.62 15.59
Simplified Permanent Portfolio 2x Leveraged 2.86 Jun 13, 04:00PM 4.46 6.96 13.07
Warren Buffett Portfolio Warren Buffett 2.74 Jun 13, 04:00PM 4.52 3.43 14.67
Stocks/Bonds 60/40 ESG 2.71 Jun 13, 04:00PM 3.78 1.61 10.36
Stocks/Bonds 40/60 Momentum 2.71 Jun 13, 04:00PM 3.29 1.14 11.06
US Stocks 2.48 Jun 13, 04:00PM 4.76 3.47 16.01
All Weather Portfolio Ray Dalio 2.47 Jun 13, 04:00PM 2.89 1.42 6.56
All Weather Portfolio with Bitcoin Ray Dalio 2.45 Jun 13, 04:57PM 3.18 1.51 8.05
Stocks/Bonds 40/60 ESG 2.35 Jun 13, 04:00PM 3.13 1.04 7.58
Stocks/Bonds 80/20 2.30 Jun 13, 04:00PM 4.18 2.84 13.23
Simple Path to Wealth JL Collins 2.25 Jun 13, 04:00PM 4.04 2.67 12.53
Stocks/Bonds 20/80 Momentum 2.14 Jun 13, 04:00PM 2.51 0.63 6.55
Stocks/Bonds 60/40 2.12 Jun 13, 04:00PM 3.59 2.18 10.45
Dedalo Three Dedalo Invest 2.09 Jun 13, 04:00PM 4.71 3.65 15.51
Stocks/Bonds 60/40 with Bitcoin 2.05 Jun 13, 04:57PM 3.81 2.41 11.92
10-year Treasury 2.01 Jun 13, 04:00PM 1.80 -0.66 1.01
Stocks/Bonds 40/60 1.94 Jun 13, 04:00PM 2.97 1.50 7.66
Shield Strategy Aim Ways 1.91 Jun 13, 04:00PM 3.23 4.24 10.29
Stocks/Bonds 40/60 with Bitcoin 1.87 Jun 13, 04:57PM 3.20 1.74 9.14
Dedalo Four Dedalo Invest 1.84 Jun 13, 04:00PM 3.87 2.96 12.81
PISI Portfolio Davide Pisicchio 1.81 Jun 13, 04:00PM 2.75 2.17 7.03
Global Market Portfolio Credit Suisse 1.78 Jun 13, 04:00PM 2.97 1.41 6.67
Stocks/Bonds 20/80 1.76 Jun 13, 04:00PM 2.34 0.80 4.86
Edge Select Moderately Aggressive Merrill Lynch 1.76 Jun 13, 04:00PM 3.63 2.82 10.47
In Saecula Saeculorum Fulvio Marchese 1.72 Jun 13, 04:00PM 3.11 2.96 9.45
Edge Select Aggressive Merrill Lynch 1.70 Jun 13, 04:00PM 3.99 3.34 12.12
Dedalo Eleven Dedalo Invest 1.67 Jun 13, 04:00PM 3.83 3.17 11.60
Talmud Portfolio Roger Gibson 1.66 Jun 13, 04:00PM 3.68 0.65 7.38
Edge Select Moderate Merrill Lynch 1.66 Jun 13, 04:00PM 3.22 2.23 8.59
Emerging Markets Stocks 1.63 Jun 13, 04:00PM 1.95 4.50 7.63
Edge Select Moderately Conservative Merrill Lynch 1.62 Jun 13, 04:00PM 2.69 1.63 6.73
Couch Potato Scott Burns 1.61 Jun 13, 04:00PM 3.32 2.14 9.27
Total Bond US 1.58 Jun 13, 04:00PM 1.68 0.07 2.05
Second Grader's Starter Paul Farrell 1.47 Jun 13, 04:00PM 4.23 3.52 13.26
GAA Global Asset Allocation Mebane Faber 1.46 Jun 13, 04:00PM 2.72 2.08 7.17
Ulcer Free Strategy Aim Ways 1.45 Jun 13, 04:00PM 1.81 1.85 5.44
Core Four Rick Ferri 1.44 Jun 13, 04:00PM 3.96 2.72 11.18
Permanent Portfolio Harry Browne 1.43 Jun 13, 04:00PM 2.42 3.92 8.40
Permanent Portfolio with Bitcoin Harry Browne 1.42 Jun 13, 04:57PM 2.68 3.91 9.80
Three Funds Bogleheads 1.38 Jun 13, 04:00PM 3.94 3.20 11.87
Desert Portfolio Gyroscopic Investing 1.37 Jun 13, 04:00PM 2.42 2.43 6.98
Desert Portfolio with Bitcoin Gyroscopic Investing 1.36 Jun 13, 04:57PM 2.69 2.43 8.37
LifeStrategy Income Fund Vanguard 1.35 Jun 13, 04:00PM 1.93 0.87 4.49
Simplified Permanent Portfolio 1.35 Jun 13, 04:00PM 2.51 3.98 8.08
Lifepath Fund iShares 1.34 Jun 13, 04:00PM 2.92 1.71 7.01
LifeStrategy Conservative Growth Vanguard 1.33 Jun 13, 04:00PM 2.58 1.67 6.92
Rob Arnott Portfolio Rob Arnott 1.31 Jun 13, 04:00PM 2.26 1.15 4.76
LifeStrategy Moderate Growth Vanguard 1.30 Jun 13, 04:00PM 3.22 2.45 9.35
Four Funds Bogleheads 1.29 Jun 13, 04:00PM 3.94 3.26 11.92
Simple and Cheap Time Inc 1.28 Jun 13, 04:00PM 3.24 1.89 8.34
LifeStrategy Growth Fund Vanguard 1.28 Jun 13, 04:00PM 3.84 3.22 11.78
All Country World Bonds 1.22 Jun 13, 04:00PM 1.33 0.36 2.69
Lazy Portfolio David Swensen 1.22 Jun 13, 04:00PM 3.51 1.77 8.29
All Country World 20/80 1.22 Jun 13, 04:00PM 2.02 1.13 5.02
All Country World 40/60 1.21 Jun 13, 04:00PM 2.69 1.89 7.36
Golden Butterfly 2x Leveraged 1.21 Jun 13, 04:00PM 5.20 6.00 15.13
Mid-Twenties Burton Malkiel 1.21 Jun 13, 04:00PM 3.81 3.03 11.00
Late Thirties to Early Forties Burton Malkiel 1.21 Jun 13, 04:00PM 3.75 2.91 10.76
All Country World 60/40 1.21 Jun 13, 04:00PM 3.34 2.63 9.69
All Country World 80/20 1.20 Jun 13, 04:00PM 3.98 3.36 12.02
All Country World Stocks 1.19 Jun 13, 04:00PM 4.60 4.07 14.35
Mid-Fifties Burton Malkiel 1.18 Jun 13, 04:00PM 3.64 2.57 10.00
High Yield Bonds Income 1.18 Jun 13, 04:00PM 2.20 1.20 4.97
Jane Bryant Quinn Portfolio Jane Bryant Quinn 1.17 Jun 13, 04:00PM 3.84 2.31 9.97
Late Sixties and Beyond Burton Malkiel 1.13 Jun 13, 04:00PM 3.37 2.09 8.84
Yale Endowment David Swensen 1.08 Jun 13, 04:00PM 3.61 1.78 8.44
Tilt Toward Value Time Inc 1.01 Jun 13, 04:00PM 3.17 1.73 8.20
Edge Select Conservative Merrill Lynch 1.00 Jun 13, 04:00PM 1.78 1.25 4.77
Gold Pivot Ptf Aim Ways 0.96 Jun 13, 04:00PM 2.03 5.37 9.42
Conservative Income Charles Schwab 0.96 Jun 13, 04:00PM 1.44 0.49 2.59
Ivy Portfolio Mebane Faber 0.93 Jun 13, 04:00PM 2.61 2.15 8.21
Robust Alpha Architect 0.92 Jun 13, 04:00PM 3.49 2.39 12.68
Dynamic 60/40 Income 0.92 Jun 13, 04:00PM 2.94 0.80 6.79
Total Bond Developed World ex-US 0.90 Jun 13, 04:00PM 0.29 -0.01 2.05
Margaritaville Scott Burns 0.90 Jun 13, 04:00PM 3.54 3.00 10.06
Five Fold Scott Burns 0.90 Jun 13, 04:00PM 3.07 1.47 7.23
Dynamic 40/60 Income 0.89 Jun 13, 04:00PM 2.58 1.57 7.23
Four Square Scott Burns 0.89 Jun 13, 04:00PM 2.74 2.26 8.01
Nano Portfolio John Wasik 0.88 Jun 13, 04:00PM 3.59 1.56 7.64
Perfect Portfolio Ben Stein 0.84 Jun 13, 04:00PM 3.39 3.59 11.12
One-Decision Portfolio Marvin Appel 0.83 Jun 13, 04:00PM 2.94 1.10 6.55
Gretchen Tai Portfolio Gretchen Tai 0.79 Jun 13, 04:00PM 3.60 2.77 9.69
US Inflation Protection 0.75 Jun 13, 04:00PM 1.78 0.70 2.42
Paul Boyer Portfolio Paul Boyer 0.75 Jun 13, 04:00PM 2.14 3.76 6.91
Five Asset Roger Gibson 0.75 Jun 13, 04:00PM 2.81 2.50 7.35
Sandwich Portfolio Bob Clyatt 0.73 Jun 13, 04:00PM 3.10 2.02 7.49
Robo Advisor 50 Betterment 0.71 Jun 13, 04:00PM 2.75 2.34 8.07
Marc Faber Portfolio Marc Faber 0.69 Jun 13, 04:00PM 3.01 4.07 8.51
Robo Advisor 20 Betterment 0.63 Jun 13, 04:00PM 1.60 1.31 4.34
Sheltered Sam 0/100 Bill Bernstein 0.59 Jun 13, 04:00PM 1.14 0.65 1.96
Robo Advisor 10 Betterment 0.58 Jun 13, 04:00PM 1.18 0.97 3.01
Golden Butterfly Tyler 0.54 Jun 13, 04:00PM 2.88 3.23 8.71
Andrew Tobias Portfolio Andrew Tobias 0.53 Jun 13, 04:00PM 3.55 3.09 10.43
Golden Butterfly with Bitcoin 0.53 Jun 13, 04:57PM 3.15 3.23 10.08
Robo Advisor 0 Betterment 0.52 Jun 13, 04:00PM 0.76 0.62 1.70
Family Taxable Portfolio Ted Aronson 0.51 Jun 13, 04:00PM 3.54 2.08 9.69
Dimensional Retirement Income Fund DFA 0.50 Jun 12 1.97 1.79 5.29
Sheltered Sam 10/90 Bill Bernstein 0.49 Jun 13, 04:00PM 1.45 0.96 3.01
Short Term Treasury 0.48 Jun 13, 04:00PM 0.72 0.62 1.66
Robo Advisor 80 Betterment 0.46 Jun 13, 04:00PM 3.49 3.28 10.98
7Twelve Portfolio Craig Israelsen 0.44 Jun 13, 04:00PM 2.08 2.14 7.46
Long Term Portfolio Ben Stein 0.43 Jun 13, 04:00PM 3.63 2.73 10.31
Developed World ex-US 20/80 0.42 Jun 13, 04:00PM 1.19 0.97 4.12
Sheltered Sam 20/80 Bill Bernstein 0.39 Jun 13, 04:00PM 1.76 1.26 4.07
Robo Advisor 90 Betterment 0.39 Jun 13, 04:00PM 3.76 3.62 12.04
US Stocks Minimum Volatility 0.37 Jun 13, 04:00PM 2.92 2.18 9.52
Robo Advisor 100 Betterment 0.35 Jun 13, 04:00PM 4.13 4.02 13.38
Coffeehouse Bill Schultheis 0.32 Jun 13, 04:00PM 3.28 1.50 7.92
Sheltered Sam 30/70 Bill Bernstein 0.30 Jun 13, 04:00PM 2.07 1.56 5.12
Larry Portfolio Larry Swedroe 0.24 Jun 13, 04:00PM 2.07 0.91 4.04
Pinwheel 0.23 Jun 13, 04:00PM 3.19 3.10 8.78
Sheltered Sam 40/60 Bill Bernstein 0.20 Jun 13, 04:00PM 2.37 1.86 6.18
US Cash 0.17 Jun 13, 04:00PM 0.46 1.31 2.63
Eliminate Fat Tails Larry Swedroe 0.16 Jun 13, 04:00PM 1.81 1.74 5.09
Coward's Portfolio Bill Bernstein 0.13 Jun 13, 04:00PM 2.81 2.03 8.10
Sheltered Sam 50/50 Bill Bernstein 0.10 Jun 13, 04:00PM 2.68 2.15 7.23
Aim comfortable trip Aim Ways 0.09 Jun 13, 04:00PM 2.48 3.73 8.28
Gone Fishin' Portfolio Alexander Green 0.09 Jun 13, 04:00PM 3.58 3.19 9.66
Developed World ex-US 40/60 Momentum 0.08 Jun 13, 04:00PM 2.21 2.49 8.86
No Brainer Portfolio Bill Bernstein 0.04 Jun 13, 04:00PM 3.67 2.91 10.91
Sheltered Sam 60/40 Bill Bernstein 0.00 Jun 13, 04:00PM 2.98 2.45 8.28
Cape US Sector Value Robert Shiller 0.00 Jun 13, 03:59PM 3.41 0.18 8.98
Six Ways from Sunday Scott Burns -0.06 Jun 13, 04:00PM 2.44 2.76 8.18
Developed World ex-US 40/60 -0.07 Jun 13, 04:00PM 2.07 1.94 6.20
Seven Value Scott Burns -0.09 Jun 13, 04:00PM 2.53 2.95 9.02
Sheltered Sam 70/30 Bill Bernstein -0.10 Jun 13, 04:00PM 3.28 2.74 9.33
Sheltered Sam 80/20 Bill Bernstein -0.19 Jun 13, 04:00PM 3.59 3.04 10.38
Ideal Index Frank Armstrong -0.26 Jun 13, 04:00PM 3.15 2.49 8.81
Sheltered Sam 90/10 Bill Bernstein -0.29 Jun 13, 04:00PM 3.89 3.33 11.43
Developed World ex-US 60/40 Momentum -0.33 Jun 13, 04:00PM 3.12 3.67 12.28
Ultimate Buy&Hold FundAdvice -0.35 Jun 13, 04:00PM 3.06 2.43 7.82
Sheltered Sam 100/0 Bill Bernstein -0.39 Jun 13, 04:00PM 4.18 3.62 12.48
Big Rocks Portfolio Larry Swedroe -0.40 Jun 13, 04:00PM 2.92 2.26 8.04
Weird Portfolio Value Stock Geek -0.40 Jun 13, 04:00PM 3.77 3.13 8.35
Developed World ex-US 60/40 -0.55 Jun 13, 04:00PM 2.95 2.90 8.28
US Stocks Equal Weight -0.63 Jun 13, 04:00PM 2.84 2.26 12.69
Simple Money Portfolio Tim Maurer -0.67 Jun 13, 04:00PM 3.47 2.85 8.41
Aggressive Global Income -0.99 Jun 13, 04:00PM 3.00 3.01 8.76
Developed World ex-US 80/20 -1.03 Jun 13, 04:00PM 3.81 3.85 10.37
Gold -1.08 Jun 13, 04:00PM 1.62 13.73 14.07
Developed World ex-US Stocks Momentum -1.15 Jun 13, 04:00PM 4.81 5.91 19.11
Ultimate Buy and Hold Strategy Paul Merriman -1.16 Jun 13, 04:00PM 4.39 3.83 11.84
US Stocks Value -1.33 Jun 13, 04:00PM 3.12 3.27 12.50
Developed World ex-US Stocks -1.52 Jun 13, 04:00PM 4.66 4.79 12.45
European Stocks -1.63 Jun 13, 04:00PM 6.45 7.69 14.81