Last Update: 31 March 2024
The Bogleheads Three Funds Portfolio obtained a 8.00% compound annual return, with a 12.37% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.27% compound annual return, with a 11.74% standard deviation, in the last 30 Years.
Summary
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| Bogleheads Three Funds Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 75% |
| Fixed Income | 20% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.00% | +9.27% |
| Std Dev | 12.37% | 11.74% | |
| Max Drawdown | -43.68% | -38.53% | |
| All time Stats (Since Jan 1970) |
Return | +9.56% | +9.95% |
| Std Dev | 12.59% | 12.16% | |
| Max Drawdown | -43.68% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bogleheads Three Funds Portfolio | +2.64 | +17.21 | +18.69 | +9.15 | +7.91 | +8.00 | +9.56 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +9.95 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bogleheads Three Funds Portfolio: an investment of 1$, since April 1994,
now would be worth 10.07$, with a total return of 906.52%
(8.00% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
Bogleheads Three Funds Portfolio: an investment of 1$, since January 1970,
now would be worth 141.83$, with a total return of 14083.47%
(9.56% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1970, now would be worth 171.54$, with a total return of 17054.00% (9.95% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1970, now would be worth 171.54$, with a total return of 17054.00% (9.95% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bogleheads Three Funds 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 |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -10.53% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.26 | |||||
| -9.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.19 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.79% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.59 | |||||
| -4.68% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.70 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Bogleheads Three Funds 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 |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -34.54% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 16.02 | |||||
| -34.07% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 15.02 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -19.21% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.97 | |||||
| -17.24% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.65 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -15.31% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.86 | |||||
| -14.03% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 6.99 | |||||
| -13.78% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 7.40 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.10%
|
0.00% |
+7.00%
|
0.00% |
| 2023 |
+18.86%
|
-8.74% |
+20.89%
|
-8.11% |
| 2022 |
-17.06%
|
-23.18% |
-17.91%
|
-22.24% |
| 2021 |
+14.95%
|
-3.53% |
+18.79%
|
-3.72% |
| 2020 |
+15.39%
|
-17.01% |
+17.70%
|
-15.46% |
| 2019 |
+23.65%
|
-4.68% |
+25.21%
|
-4.59% |
| 2018 |
-6.89%
|
-10.53% |
-3.94%
|
-10.58% |
| 2017 |
+19.54%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+8.39%
|
-4.82% |
+10.25%
|
-3.99% |
| 2015 |
-1.14%
|
-8.74% |
+0.41%
|
-6.60% |
| 2014 |
+6.07%
|
-3.01% |
+10.86%
|
-1.99% |
| 2013 |
+20.56%
|
-2.36% |
+24.56%
|
-2.57% |
| 2012 |
+14.53%
|
-7.09% |
+13.13%
|
-4.80% |
| 2011 |
-2.14%
|
-15.77% |
+2.71%
|
-12.27% |
| 2010 |
+13.50%
|
-9.82% |
+14.62%
|
-9.46% |
| 2009 |
+26.45%
|
-15.70% |
+22.58%
|
-13.96% |
| 2008 |
-30.15%
|
-33.07% |
-26.02%
|
-28.15% |
| 2007 |
+8.73%
|
-4.35% |
+5.76%
|
-3.89% |
| 2006 |
+16.69%
|
-3.08% |
+12.84%
|
-2.48% |
| 2005 |
+8.30%
|
-3.34% |
+5.33%
|
-3.14% |
| 2004 |
+13.49%
|
-2.83% |
+10.65%
|
-2.89% |
| 2003 |
+28.27%
|
-3.88% |
+24.06%
|
-2.85% |
| 2002 |
-13.11%
|
-18.90% |
-13.29%
|
-18.79% |
| 2001 |
-9.84%
|
-18.61% |
-6.12%
|
-16.19% |
| 2000 |
-7.69%
|
-11.84% |
-5.08%
|
-11.10% |
| 1999 |
+20.73%
|
-2.88% |
+17.67%
|
-4.79% |
| 1998 |
+18.03%
|
-12.46% |
+19.59%
|
-13.02% |
| 1997 |
+17.15%
|
-4.61% |
+25.61%
|
-3.67% |
| 1996 |
+12.60%
|
-3.77% |
+16.62%
|
-4.42% |
| 1995 |
+22.72%
|
-1.03% |
+31.38%
|
-0.57% |
| 1994 |
+2.31%
|
-4.84% |
-0.79%
|
-6.83% |
| 1993 |
+16.23%
|
-4.16% |
+10.39%
|
-1.89% |
| 1992 |
+1.54%
|
-4.66% |
+8.62%
|
-1.93% |
| 1991 |
+22.09%
|
-4.27% |
+28.11%
|
-3.49% |
| 1990 |
-8.74%
|
-15.31% |
-2.40%
|
-11.23% |
| 1989 |
+20.64%
|
-2.08% |
+24.50%
|
-1.72% |
| 1988 |
+17.83%
|
-3.20% |
+14.83%
|
-2.69% |
| 1987 |
+10.76%
|
-19.21% |
+2.34%
|
-23.27% |
| 1986 |
+29.32%
|
-4.89% |
+14.71%
|
-6.46% |
| 1985 |
+35.27%
|
-2.34% |
+29.02%
|
-3.12% |
| 1984 |
+4.95%
|
-7.57% |
+5.39%
|
-7.49% |
| 1983 |
+19.49%
|
-2.98% |
+18.30%
|
-2.99% |
| 1982 |
+16.05%
|
-10.52% |
+23.16%
|
-6.05% |
| 1981 |
-1.38%
|
-10.40% |
-0.76%
|
-10.31% |
| 1980 |
+24.15%
|
-10.43% |
+25.59%
|
-10.43% |
| 1979 |
+15.99%
|
-7.03% |
+19.52%
|
-6.87% |
| 1978 |
+13.84%
|
-7.76% |
+6.63%
|
-9.36% |
| 1977 |
+3.33%
|
-3.91% |
-2.26%
|
-6.16% |
| 1976 |
+16.66%
|
-2.66% |
+23.29%
|
-1.55% |
| 1975 |
+29.64%
|
-10.48% |
+30.20%
|
-9.59% |
| 1974 |
-18.66%
|
-25.61% |
-19.44%
|
-25.55% |
| 1973 |
-11.64%
|
-12.71% |
-12.52%
|
-13.38% |
| 1972 |
+21.03%
|
-1.21% |
+13.90%
|
-1.83% |
| 1971 |
+20.20%
|
-5.15% |
+15.59%
|
-6.04% |
| 1970 |
+1.50%
|
-17.24% |
+7.90%
|
-13.78% |
