All Country World Stocks vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The All Country World Stocks Portfolio obtained a 6.44% compound annual return, with a 15.63% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.04% compound annual return, with a 11.77% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 75%
Fixed Income 0% 25%
Commodities 0% 0%
30 Years Stats Return +6.44% +9.04%
Std Dev 15.63% 11.77%
Max Drawdown -57.06% -38.53%
All time Stats
(Since Jan 1970)
Return +8.53% +9.92%
Std Dev 15.87% 12.17%
Max Drawdown -57.06% -38.53%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World Stocks Portfolio +4.49 +11.33 +22.34 +10.49 +8.47 +6.44 +8.53
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +9.04 +9.92
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.93% (6.44% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 1994, now would be worth 13.40$, with a total return of 1240.41% (9.04% annualized).

All Country World Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 84.14$, with a total return of 8313.87% (8.53% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1970, now would be worth 167.49$, with a total return of 16649.48% (9.92% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-6.65% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.81
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-5.50% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.81
-4.91% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.86

Drawdown comparison chart since January 1970.

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All Country World Stocks Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-42.30% Jan 1973 Sep 1974 (21) Dec 1977 (60) 15.57
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-34.54% Jan 1973 Sep 1974 (21) Jan 1976 (37) 16.02
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-26.12% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.48
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-25.28% Jan 1990 Sep 1990 (9) May 1993 (41) 11.61
-23.27% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.31
-22.50% Jan 1970 Jun 1970 (6) Jan 1971 (13) 11.42
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-21.07% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.08
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.78% Apr 1970 Jun 1970 (3) Nov 1970 (8) 7.40
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+4.49%
0.00%
+4.47%
0.00%
2023
+22.02%
-9.69%
+20.89%
-8.11%
2022
-18.01%
-25.52%
-17.91%
-22.24%
2021
+18.27%
-4.10%
+18.79%
-3.72%
2020
+16.61%
-22.15%
+17.70%
-15.46%
2019
+26.82%
-5.97%
+25.21%
-4.59%
2018
-9.76%
-14.45%
-3.94%
-10.58%
2017
+24.49%
0.00%
+16.80%
0.00%
2016
+8.51%
-6.91%
+10.25%
-3.99%
2015
-1.86%
-11.65%
+0.41%
-6.60%
2014
+3.67%
-4.44%
+10.86%
-1.99%
2013
+22.95%
-3.20%
+24.56%
-2.57%
2012
+17.12%
-10.01%
+13.13%
-4.80%
2011
-7.50%
-21.87%
+2.71%
-12.27%
2010
+13.08%
-12.80%
+14.62%
-9.46%
2009
+32.65%
-19.35%
+22.58%
-13.96%
2008
-43.54%
-45.43%
-26.02%
-28.15%
2007
+9.64%
-5.70%
+5.76%
-3.89%
2006
+18.78%
-4.43%
+12.84%
-2.48%
2005
+8.83%
-4.80%
+5.33%
-3.14%
2004
+13.30%
-4.26%
+10.65%
-2.89%
2003
+31.62%
-5.55%
+24.06%
-2.85%
2002
-20.51%
-26.35%
-13.29%
-18.79%
2001
-17.26%
-26.01%
-6.12%
-16.19%
2000
-15.08%
-17.07%
-5.08%
-11.10%
1999
+25.00%
-3.66%
+17.67%
-4.79%
1998
+19.93%
-14.59%
+19.59%
-13.02%
1997
+12.93%
-8.28%
+25.61%
-3.67%
1996
+10.93%
-3.91%
+16.62%
-4.42%
1995
+16.90%
-2.36%
+31.38%
-0.57%
1994
+2.85%
-6.20%
-0.79%
-6.83%
1993
+22.12%
-5.37%
+10.39%
-1.89%
1992
-6.70%
-8.71%
+8.62%
-1.93%
1991
+16.92%
-6.55%
+28.11%
-3.49%
1990
-18.63%
-25.28%
-2.40%
-11.23%
1989
+15.15%
-4.07%
+24.50%
-1.72%
1988
+21.20%
-6.38%
+14.83%
-2.69%
1987
+16.65%
-26.12%
+2.34%
-23.27%
1986
+42.65%
-5.84%
+14.71%
-6.46%
1985
+41.65%
-2.26%
+29.02%
-3.12%
1984
+5.68%
-7.06%
+5.39%
-7.49%
1983
+23.14%
-3.10%
+18.30%
-2.99%
1982
+11.14%
-15.33%
+23.16%
-6.05%
1981
-3.39%
-11.40%
-0.76%
-10.31%
1980
+27.59%
-10.22%
+25.59%
-10.43%
1979
+12.57%
-7.36%
+19.52%
-6.87%
1978
+18.11%
-7.38%
+6.63%
-9.36%
1977
+1.91%
-5.11%
-2.26%
-6.16%
1976
+14.60%
-3.44%
+23.29%
-1.55%
1975
+34.35%
-12.40%
+30.20%
-9.59%
1974
-24.56%
-32.45%
-19.44%
-25.55%
1973
-14.59%
-15.92%
-12.52%
-13.38%
1972
+23.43%
-1.54%
+13.90%
-1.83%
1971
+19.46%
-6.12%
+15.59%
-6.04%
1970
-2.07%
-22.50%
+7.90%
-13.78%