Last Update: 28 February 2021

The Bill Bernstein No Brainer Portfolio obtained a 8.37% compound annual return, with a 11.02% standard deviation, in the last 10 years.

The JL Collins Simple Path to Wealth Portfolio obtained a 11.06% compound annual return, with a 10.50% standard deviation, in the last 10 years.

Summary

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Bill Bernstein No Brainer Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 75% 75%
Fixed Income 25% 25%
Commodities 0% 0%
10 Years Stats Return +8.37% +11.06%
Std Dev 11.02% 10.50%
Max Drawdown -18.24% -15.47%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bill Bernstein No Brainer Portfolio +3.15 +9.35 +16.69 +26.04 +9.39 +11.97 +8.37 +8.59
JL Collins Simple Path to Wealth Portfolio +1.97 +5.16 +9.85 +25.91 +12.70 +13.97 +11.06 +9.79
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Bill Bernstein No Brainer Portfolio JL Collins Simple Path to Wealth Portfolio
2021
+4.63% +1.50%
2020
+11.61% +17.70%
2019
+19.82% +25.21%
2018
-6.41% -3.94%
2017
+15.70% +16.80%
2016
+11.03% +10.25%
2015
-1.35% +0.41%
2014
+3.78% +10.86%
2013
+22.10% +24.56%
2012
+12.91% +13.13%
2011
-2.59% +2.71%
2010
+14.15% +14.62%
2009
+22.80% +22.58%
2008
-26.26% -26.02%
2007
+7.14% +5.76%
2006
+15.27% +12.84%
2005
+7.66% +5.33%
2004
+13.66% +10.65%
2003
+27.39% +24.06%
2002
-10.88% -13.29%
2001
-4.49% -6.12%
2000
-4.63% -5.08%
1999
+18.99% +17.67%
1998
+12.24% +19.59%
1997
+15.88% +25.61%
1996
+12.52% +16.62%
1995
+20.57% +31.38%
1994
+2.49% -0.79%
1993
+16.21% +10.39%
1992
+4.40% +8.62%
1991
+24.11% +28.11%
1990
-9.08% -2.40%
1989
+18.78% +24.50%
1988
+17.83% +14.83%
1987
+8.39% +2.34%
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