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).
Swipe left to see all data
|
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.
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 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 | |
