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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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