Last Update: 31 August 2021
The Andrew Tobias Portfolio obtained a 8.34% compound annual return, with a 8.90% 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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| 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% | |
| 10 Years Stats | Return | +8.34% | +13.01% |
| Std Dev | 8.90% | 10.37% | |
| Max Drawdown | -13.71% | -15.47% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1987
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Andrew Tobias Portfolio | +1.50 | +2.89 | +9.33 | +19.66 | +10.05 | +9.92 | +8.34 | +7.59 |
| JL Collins Simple Path to Wealth Portfolio | +2.19 | +6.04 | +13.51 | +24.69 | +14.95 | +14.34 | +13.01 | +10.05 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1987.
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| Year | Andrew Tobias Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2021 |
+10.86% | +15.21% |
| 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% |