Bob Clyatt Sandwich vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The Bob Clyatt Sandwich Portfolio obtained a 7.03% compound annual return, with a 8.32% 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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Bob Clyatt Sandwich Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 55% 75%
Fixed Income 45% 25%
Commodities 0% 0%
30 Years Stats Return +7.03% +9.04%
Std Dev 8.32% 11.77%
Max Drawdown -28.96% -38.53%
All time Stats
(Since Jan 1976)
Return +9.44% +10.61%
Std Dev 8.88% 11.97%
Max Drawdown -28.96% -38.53%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Bob Clyatt Sandwich Portfolio +1.45 +5.94 +10.35 +5.12 +5.04 +7.03 +9.44
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +9.04 +10.61
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bob Clyatt Sandwich Portfolio: an investment of 1$, since March 1994, now would be worth 7.69$, with a total return of 668.61% (7.03% 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).

Bob Clyatt Sandwich Portfolio: an investment of 1$, since January 1976, now would be worth 77.16$, with a total return of 7615.59% (9.44% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1976, now would be worth 128.48$, with a total return of 12748.34% (10.61% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bob Clyatt Sandwich 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
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-28.96% Nov 2007 Feb 2009 (16) Apr 2010 (30) 12.89
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-19.10% Jan 2022 Sep 2022 (9) In progress (26) 10.77
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.75% Jan 2020 Mar 2020 (3) Jul 2020 (7) 4.85
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-9.56% May 2011 Sep 2011 (5) Feb 2012 (10) 4.02
-9.04% May 1998 Aug 1998 (4) Nov 1998 (7) 4.01
-7.14% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.28
-6.93% Feb 2001 Sep 2001 (8) Apr 2002 (15) 3.21
-6.62% Jun 2002 Sep 2002 (4) May 2003 (12) 4.15
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-5.67% May 2010 Jun 2010 (2) Sep 2010 (5) 3.16
-5.03% Jun 2015 Feb 2016 (9) Jun 2016 (13) 2.78
-4.80% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.99

Drawdown comparison chart since January 1976.

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Bob Clyatt Sandwich 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
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-28.96% Nov 2007 Feb 2009 (16) Apr 2010 (30) 12.89
-23.27% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.31
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-19.10% Jan 2022 Sep 2022 (9) In progress (26) 10.77
-15.85% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.15
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-11.23% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.01
-10.83% Dec 1980 Sep 1981 (10) Aug 1982 (21) 5.41
-10.75% Jan 2020 Mar 2020 (3) Jul 2020 (7) 4.85
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-10.43% Feb 1980 Mar 1980 (2) May 1980 (4) 5.15
-10.22% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.82
-9.56% May 2011 Sep 2011 (5) Feb 2012 (10) 4.02
-9.36% Sep 1978 Oct 1978 (2) Mar 1979 (7) 4.74
-9.04% May 1998 Aug 1998 (4) Nov 1998 (7) 4.01
-8.94% Feb 1980 Mar 1980 (2) May 1980 (4) 4.45

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
+0.74%
-0.70%
+4.47%
0.00%
2023
+12.05%
-7.10%
+20.89%
-8.11%
2022
-14.72%
-19.10%
-17.91%
-22.24%
2021
+9.88%
-2.74%
+18.79%
-3.72%
2020
+10.59%
-10.75%
+17.70%
-15.46%
2019
+16.81%
-2.79%
+25.21%
-4.59%
2018
-4.77%
-7.14%
-3.94%
-10.58%
2017
+13.38%
0.00%
+16.80%
0.00%
2016
+6.63%
-2.20%
+10.25%
-3.99%
2015
+0.48%
-4.93%
+0.41%
-6.60%
2014
+4.84%
-2.58%
+10.86%
-1.99%
2013
+12.69%
-2.58%
+24.56%
-2.57%
2012
+10.59%
-4.32%
+13.13%
-4.80%
2011
+0.70%
-9.56%
+2.71%
-12.27%
2010
+13.17%
-5.67%
+14.62%
-9.46%
2009
+19.04%
-11.95%
+22.58%
-13.96%
2008
-16.79%
-19.50%
-26.02%
-28.15%
2007
+7.88%
-3.03%
+5.76%
-3.89%
2006
+13.86%
-2.63%
+12.84%
-2.48%
2005
+8.69%
-1.97%
+5.33%
-3.14%
2004
+13.13%
-3.88%
+10.65%
-2.89%
2003
+24.10%
-1.44%
+24.06%
-2.85%
2002
-0.29%
-6.62%
-13.29%
-18.79%
2001
+0.13%
-6.93%
-6.12%
-16.19%
2000
+2.38%
-4.69%
-5.08%
-11.10%
1999
+12.00%
-2.74%
+17.67%
-4.79%
1998
+9.62%
-9.04%
+19.59%
-13.02%
1997
+10.10%
-3.38%
+25.61%
-3.67%
1996
+10.04%
-2.63%
+16.62%
-4.42%
1995
+19.39%
-0.52%
+31.38%
-0.57%
1994
-2.75%
-6.91%
-0.79%
-6.83%
1993
+20.08%
-2.13%
+10.39%
-1.89%
1992
+6.13%
-1.86%
+8.62%
-1.93%
1991
+26.12%
-3.31%
+28.11%
-3.49%
1990
-2.55%
-10.22%
-2.40%
-11.23%
1989
+23.52%
-0.93%
+24.50%
-1.72%
1988
+14.83%
-2.22%
+14.83%
-2.69%
1987
+2.90%
-15.85%
+2.34%
-23.27%
1986
+22.03%
-4.12%
+14.71%
-6.46%
1985
+29.14%
-1.30%
+29.02%
-3.12%
1984
+10.00%
-5.21%
+5.39%
-7.49%
1983
+15.81%
-2.56%
+18.30%
-2.99%
1982
+18.57%
-5.28%
+23.16%
-6.05%
1981
+2.36%
-7.64%
-0.76%
-10.31%
1980
+16.30%
-8.94%
+25.59%
-10.43%
1979
+13.51%
-6.80%
+19.52%
-6.87%
1978
+10.15%
-6.22%
+6.63%
-9.36%
1977
+5.06%
-2.44%
-2.26%
-6.16%
1976
+17.59%
-1.99%
+23.29%
-1.55%