Last Update: 31 August 2021

The All Country World 60/40 Portfolio obtained a 8.58% compound annual return, with a 8.78% standard deviation, in the last 10 years.

The JL Collins Simple Path to Wealth Portfolio obtained a 13.01% compound annual return, with a 10.37% standard deviation, in the last 10 years.

Summary

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All Country World 60/40 Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 60% 75%
Fixed Income 40% 25%
Commodities 0% 0%
10 Years Stats Return +8.58% +13.01%
Std Dev 8.78% 10.37%
Max Drawdown -13.81% -15.47%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
All Country World 60/40 Portfolio +1.39 +3.25 +8.88 +17.92 +10.91 +10.04 +8.58 +6.24
JL Collins Simple Path to Wealth Portfolio +2.19 +6.04 +13.51 +24.69 +14.95 +14.34 +13.01 +7.83
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year All Country World 60/40 Portfolio JL Collins Simple Path to Wealth Portfolio
2021
+9.30% +15.21%
2020
+12.48% +17.70%
2019
+19.89% +25.21%
2018
-5.81% -3.94%
2017
+16.36% +16.80%
2016
+6.82% +10.25%
2015
-0.78% +0.41%
2014
+4.95% +10.86%
2013
+12.77% +24.56%
2012
+13.25% +13.13%
2011
-1.26% +2.71%
2010
+10.93% +14.62%
2009
+23.38% +22.58%
2008
-25.21% -26.02%
2007
+8.21% +5.76%
2006
+13.12% +12.84%
2005
+7.18% +5.33%
2004
+10.41% +10.65%
2003
+22.27% +24.06%
2002
-8.59% -13.29%
2001
-5.46% -6.12%
2000
-4.61% -5.08%
1999
+16.48% +17.67%
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