Last Update: 31 July 2022
The Andrew Tobias Portfolio obtained a 6.68% compound annual return, with a 9.70% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 8.98% compound annual return, with a 11.33% standard deviation, in the last 30 Years.
Summary
| Andrew Tobias Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 66.67% | 75% |
| Fixed Income | 33.33% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.68% | +8.98% |
| Std Dev | 9.70% | 11.33% | |
| Max Drawdown | -36.42% | -38.53% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1986
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Andrew Tobias Portfolio | +4.65 | -7.17 | -7.99 | +5.49 | +6.89 | +6.68 | +7.65 |
| JL Collins Simple Path to Wealth Portfolio | +7.43 | -7.86 | -7.84 | +9.55 | +10.58 | +8.98 | +9.60 |
Capital Growth as of Jul 31, 2022
Andrew Tobias Portfolio: an investment of 1000$, since August 1992, now would be worth 6962.40$, with a total return of 596.24% (6.68% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 1992, now would be worth 13203.59$, with a total return of 1220.36% (8.98% annualized).
Andrew Tobias Portfolio: an investment of 1000$, since January 1986, now would be worth 14810.36$, with a total return of 1381.04% (7.65% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1986, now would be worth 28588.37$, with a total return of 2758.84% (9.60% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Andrew Tobias Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.42% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -25.91% | Apr 2000 | Sep 2002 | |||
| -18.58% | Jan 2022 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.36% | Jan 2022 | Jun 2022 | |||
| -13.71% | Jan 2020 | Mar 2020 | |||
| -13.69% | May 2011 | Sep 2011 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.73% | Jul 1998 | Aug 1998 | |||
| -8.88% | Feb 2018 | Dec 2018 | |||
| -8.81% | Jun 2015 | Feb 2016 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -4.80% | Apr 2012 | May 2012 | |||
| -4.79% | Jul 1999 | Sep 1999 | |||
Drawdown comparison chart since January 1986.
Andrew Tobias Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.42% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -25.91% | Apr 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -18.58% | Jan 2022 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.68% | Sep 1987 | Nov 1987 | |||
| -14.36% | Jan 2022 | Jun 2022 | |||
| -13.71% | Jan 2020 | Mar 2020 | |||
| -13.69% | May 2011 | Sep 2011 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.76% | Jan 1990 | Sep 1990 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.73% | Jul 1998 | Aug 1998 | |||
| -8.88% | Feb 2018 | Dec 2018 | |||
| -8.81% | Jun 2015 | Feb 2016 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Andrew Tobias Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-10.38% | -12.53% |
| 2021 |
+12.14% | +18.79% |
| 2020 |
+10.55% | +17.70% |
| 2019 |
+18.69% | +25.21% |
| 2018 |
-5.85% | -3.94% |
| 2017 |
+15.52% | +16.80% |
| 2016 |
+5.01% | +10.25% |
| 2015 |
-0.07% | +0.41% |
| 2014 |
+2.26% | +10.86% |
| 2013 |
+18.36% | +24.56% |
| 2012 |
+11.85% | +13.13% |
| 2011 |
-3.28% | +2.71% |
| 2010 |
+9.28% | +14.62% |
| 2009 |
+18.73% | +22.58% |
| 2008 |
-23.80% | -26.02% |
| 2007 |
+7.55% | +5.76% |
| 2006 |
+15.13% | +12.84% |
| 2005 |
+7.05% | +5.33% |
| 2004 |
+10.80% | +10.65% |
| 2003 |
+24.42% | +24.06% |
| 2002 |
-9.29% | -13.29% |
| 2001 |
-8.37% | -6.12% |
| 2000 |
-5.34% | -5.08% |
| 1999 |
+21.21% | +17.67% |
| 1998 |
+15.71% | +19.59% |
| 1997 |
+12.04% | +25.61% |
| 1996 |
+10.01% | +16.62% |
| 1995 |
+17.29% | +31.38% |
| 1994 |
+3.04% | -0.79% |
| 1993 |
+15.62% | +10.39% |
| 1992 |
+0.36% | +8.62% |
| 1991 |
+17.79% | +28.11% |
| 1990 |
-6.98% | -2.40% |
| 1989 |
+17.49% | +24.50% |
| 1988 |
+16.22% | +14.83% |
| 1987 |
+12.63% | +2.34% |
| 1986 |
+29.43% | +14.71% |