The JL Collins Simple Path to Wealth Portfolio is exposed for 75% on the Stock Market.
In the last 10 years, it obtained a 12.07% compound annual return, with a 9.78% standard deviation (*).
(*) Last Update: June 2019
The JL Collins Simple Path to Wealth Portfolio has the following asset allocation:
The JL Collins Simple Path to Wealth Portfolio can be replicated with the following ETFs:
| Weight | ETF: Ticker - Name | Investment Themes | |
|---|---|---|---|
| 75.00 % | VTI - Vanguard Total Stock Market |
Equity, U.S., Large Cap | |
| 25.00 % | BND - Vanguard Total Bond Market |
Bond, U.S., All-Term |
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).
Last Update: June 2019.
Capital Growth and Historical Returns
An investment of 1000$, since January 1987, now would be worth 18805.41$, with a total return of 1780.54% (9.45% annualized).
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
| Range | Returns Jun 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+5.68%
|
0.00%
|
1 - 0 | |
|
YTD
|
+15.54%
|
-4.59%
May 2019 - May 2019
|
5 - 1 | |
|
1Y
|
+8.89%
|
14.26%
|
-10.58%
Oct 2018 - Dec 2018
|
9 - 3 |
|
3Y
|
+11.13%
annualized
|
9.33%
|
-10.58%
Oct 2018 - Dec 2018
|
30 - 6 |
|
5Y
|
+8.42%
annualized
|
9.19%
|
-10.58%
Oct 2018 - Dec 2018
|
44 - 16 |
|
10Y
|
+12.07%
annualized
|
9.78%
|
-12.27%
May 2011 - Sep 2011
|
87 - 33 |
|
MAX
Dec 1986
|
+9.45%
annualized
|
11.37%
|
-38.54%
Nov 2007 - Feb 2009
|
259 - 131 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
JL Collins Simple Path to Wealth Portfolio: annualized rolling and average returns
| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+9.84% |
+42.77% Mar 2009 - Feb 2010 |
-32.25% Mar 2008 - Feb 2009 |
| 2 Years |
+9.71% |
+30.60% Mar 2009 - Feb 2011 |
-18.16% Mar 2007 - Feb 2009 |
| 3 Years |
+9.51% |
+25.25% Apr 1995 - Mar 1998 |
-9.99% Apr 2000 - Mar 2003 |
| 5 Years |
+9.38% |
+22.05% Jan 1995 - Dec 1999 |
-3.08% Mar 2004 - Feb 2009 |
| 7 Years |
+9.16% |
+17.50% Oct 1990 - Sep 1997 |
-0.47% Mar 2002 - Feb 2009 |
| 10 Years |
+8.82% |
+16.22% Oct 1990 - Sep 2000 |
+0.03% Mar 1999 - Feb 2009 |
| 15 Years |
+8.12% |
+11.69% Jan 1987 - Dec 2001 |
+5.00% Sep 2000 - Aug 2015 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+15.54% | 6.7 | 2.7 | 1.5 | 3.0 | -4.6 | 5.7 | ||||||
| 2018 |
-3.94% | 3.6 | -3.1 | -1.3 | 0.1 | 2.2 | 0.5 | 2.5 | 2.8 | 0.0 | -5.9 | 1.7 | -6.5 |
| 2017 |
+16.80% | 1.4 | 2.9 | 0.0 | 1.0 | 0.9 | 0.7 | 1.5 | 0.3 | 1.8 | 1.7 | 2.3 | 1.0 |
| 2016 |
+10.25% | -4.0 | 0.2 | 5.5 | 0.6 | 1.3 | 0.7 | 3.1 | 0.1 | 0.2 | -1.9 | 2.7 | 1.6 |
| 2015 |
+0.41% | -1.5 | 3.9 | -0.7 | 0.4 | 0.9 | -1.5 | 1.5 | -4.7 | -2.0 | 5.8 | 0.4 | -1.7 |
| 2014 |
+10.86% | -2.0 | 3.7 | 0.3 | 0.3 | 1.8 | 2.0 | -1.6 | 3.4 | -1.7 | 2.3 | 2.1 | -0.0 |
| 2013 |
+24.56% | 3.9 | 1.1 | 3.0 | 1.5 | 1.4 | -1.5 | 4.6 | -2.6 | 3.3 | 3.5 | 2.1 | 2.1 |
| 2012 |
+13.13% | 4.0 | 3.2 | 2.2 | -0.2 | -4.6 | 3.1 | 1.0 | 2.1 | 2.0 | -1.4 | 0.7 | 0.8 |
| 2011 |
+2.71% | 1.6 | 2.9 | 0.3 | 2.6 | -0.5 | -1.5 | -1.3 | -4.2 | -5.4 | 8.2 | -0.3 | 1.0 |
| 2010 |
+14.62% | -2.4 | 2.6 | 4.7 | 1.9 | -5.7 | -4.0 | 5.4 | -3.1 | 6.9 | 3.1 | 0.2 | 5.0 |
| 2009 |
+22.58% | -6.6 | -7.9 | 6.2 | 8.2 | 4.3 | 0.4 | 6.2 | 3.1 | 3.4 | -2.0 | 4.7 | 1.9 |
| 2008 |
-26.02% | -4.3 | -1.8 | -0.6 | 3.5 | 1.2 | -6.0 | -0.5 | 1.3 | -6.9 | -13.2 | -4.1 | 3.0 |
| 2007 |
+5.76% | 1.4 | -0.9 | 0.8 | 3.1 | 2.6 | -1.4 | -2.5 | 1.4 | 3.1 | 1.6 | -3.0 | -0.5 |
| 2006 |
+12.84% | 2.4 | 0.3 | 1.3 | 0.7 | -2.5 | 0.1 | 0.2 | 2.1 | 1.9 | 2.9 | 2.0 | 0.8 |
| 2005 |
+5.33% | -1.7 | 1.4 | -1.5 | -1.3 | 3.2 | 0.7 | 3.0 | -0.5 | 0.3 | -2.0 | 3.6 | 0.3 |
| 2004 |
+10.65% | 2.2 | 1.3 | -0.6 | -2.3 | 1.0 | 1.7 | -2.5 | 0.5 | 1.3 | 1.6 | 3.4 | 2.8 |
| 2003 |
+24.06% | -2.1 | -0.8 | 0.5 | 6.6 | 4.9 | 1.2 | 1.0 | 2.0 | -0.2 | 4.5 | 1.2 | 3.3 |
| 2002 |
-13.29% | -0.5 | -1.1 | 2.4 | -2.9 | -0.8 | -5.0 | -5.9 | 1.0 | -6.6 | 4.9 | 4.2 | -3.0 |
| 2001 |
-6.12% | 3.3 | -6.9 | -4.8 | 5.7 | 0.9 | -1.1 | -0.7 | -4.0 | -6.1 | 2.3 | 4.8 | 1.1 |
| 2000 |
-5.08% | -3.2 | 2.2 | 4.6 | -4.0 | -2.6 | 3.8 | -1.2 | 5.7 | -3.3 | -1.4 | -6.8 | 1.8 |
| 1999 |
+17.67% | 2.9 | -3.3 | 3.1 | 3.6 | -1.7 | 3.8 | -2.6 | -0.7 | -1.6 | 4.9 | 2.6 | 5.8 |
| 1998 |
+19.59% | 0.7 | 5.5 | 3.9 | 1.0 | -1.9 | 2.9 | -1.7 | -11.5 | 5.4 | 5.4 | 4.8 | 5.0 |
| 1997 |
+25.61% | 4.2 | -0.1 | -3.6 | 3.8 | 5.6 | 3.6 | 6.7 | -3.1 | 4.8 | -2.4 | 2.7 | 1.6 |
| 1996 |
+16.62% | 2.2 | 0.8 | 0.7 | 1.7 | 2.0 | -0.4 | -4.1 | 2.3 | 4.5 | 1.6 | 5.7 | -1.2 |
| 1995 |
+31.38% | 2.1 | 3.6 | 2.2 | 2.2 | 3.6 | 2.4 | 3.0 | 1.1 | 3.0 | -0.6 | 3.5 | 1.5 |
| 1994 |
-0.79% | 2.7 | -2.1 | -3.9 | 0.5 | 0.7 | -2.1 | 2.8 | 3.3 | -1.8 | 1.2 | -2.8 | 1.1 |
| 1993 |
+10.39% | 1.2 | 0.8 | 1.9 | -1.9 | 2.3 | 0.9 | -0.0 | 3.4 | 0.1 | 1.3 | -1.5 | 1.5 |
| 1992 |
+8.62% | -0.4 | 1.1 | -1.9 | 1.2 | 0.9 | -1.1 | 3.4 | -1.3 | 1.1 | 0.6 | 3.1 | 1.7 |
| 1991 |
+28.11% | 4.0 | 5.4 | 2.4 | 0.5 | 3.2 | -3.5 | 4.0 | 2.5 | -0.5 | 1.5 | -2.8 | 8.8 |
| 1990 |
-2.40% | -5.7 | 1.4 | 1.9 | -2.4 | 7.3 | -0.0 | -0.5 | -7.0 | -3.6 | -0.5 | 5.2 | 2.5 |
| 1989 |
+24.50% | 5.2 | -1.5 | 1.7 | 4.1 | 3.6 | 0.5 | 6.3 | 1.4 | -0.1 | -1.7 | 1.4 | 1.6 |
| 1988 |
+14.83% | 4.1 | 4.2 | -1.4 | 0.7 | -0.3 | 4.4 | -0.6 | -2.1 | 3.4 | 1.6 | -1.4 | 1.6 |
| 1987 |
+2.34% | 10.0 | 3.8 | 1.6 | -1.9 | 0.3 | 3.6 | 3.6 | 2.9 | -2.1 | -17.3 | -5.3 | 5.8 |