Last Update: 31 July 2022

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% 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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Burton Malkiel Late Sixties and Beyond Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 71% 75%
Fixed Income 29% 25%
Commodities 0% 0%
30 Years Stats Return +8.67% +8.98%
Std Dev 11.30% 11.33%
Max Drawdown -41.80% -38.53%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Burton Malkiel Late Sixties and Beyond Portfolio +5.34 -8.48 -8.70 +6.30 +7.49 +8.67 +8.59
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.98 +8.92
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% 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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1992, now would be worth 13623.54$, with a total return of 1262.35% (8.92% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Burton Malkiel Late Sixties and Beyond Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.46% Feb 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-10.58% Oct 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015

Drawdown comparison chart since January 1992.

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Burton Malkiel Late Sixties and Beyond Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.46% Feb 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-10.58% Oct 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Burton Malkiel Late Sixties and Beyond Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-12.46% -12.53%
2021
+15.40% +18.79%
2020
+10.03% +17.70%
2019
+22.55% +25.21%
2018
-5.90% -3.94%
2017
+16.49% +16.80%
2016
+8.48% +10.25%
2015
-1.63% +0.41%
2014
+9.01% +10.86%
2013
+12.49% +24.56%
2012
+14.20% +13.13%
2011
+1.01% +2.71%
2010
+14.47% +14.62%
2009
+25.30% +22.58%
2008
-26.02% -26.02%
2007
+5.18% +5.76%
2006
+20.06% +12.84%
2005
+9.86% +5.33%
2004
+14.78% +10.65%
2003
+29.73% +24.06%
2002
-5.70% -13.29%
2001
+5.85% -6.12%
2000
+2.46% -5.08%
1999
+12.48% +17.67%
1998
+5.92% +19.59%
1997
+15.13% +25.61%
1996
+18.95% +16.62%
1995
+20.20% +31.38%
1994
-3.17% -0.79%
1993
+23.51% +10.39%
1992
+4.84% +8.62%
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