Last Update: 31 August 2021

The Craig Israelsen 7Twelve Portfolio obtained a 5.51% compound annual return, with a 9.17% 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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Craig Israelsen 7Twelve Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 50% 75%
Fixed Income 33.34% 25%
Commodities 16.66% 0%
10 Years Stats Return +5.51% +13.01%
Std Dev 9.17% 10.37%
Max Drawdown -17.91% -15.47%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Craig Israelsen 7Twelve Portfolio +0.60 +2.49 +8.49 +23.19 +7.53 +7.83 +5.51 +7.45
JL Collins Simple Path to Wealth Portfolio +2.19 +6.04 +13.51 +24.69 +14.95 +14.34 +13.01 +10.00
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Craig Israelsen 7Twelve Portfolio JL Collins Simple Path to Wealth Portfolio
2021
+13.62% +15.21%
2020
+3.64% +17.70%
2019
+17.04% +25.21%
2018
-6.60% -3.94%
2017
+11.15% +16.80%
2016
+7.88% +10.25%
2015
-6.71% +0.41%
2014
-0.27% +10.86%
2013
+9.98% +24.56%
2012
+9.05% +13.13%
2011
-0.33% +2.71%
2010
+12.87% +14.62%
2009
+19.77% +22.58%
2008
-24.01% -26.02%
2007
+11.31% +5.76%
2006
+12.08% +12.84%
2005
+11.36% +5.33%
2004
+14.33% +10.65%
2003
+25.20% +24.06%
2002
+4.93% -13.29%
2001
-4.66% -6.12%
2000
+11.53% -5.08%
1999
+19.24% +17.67%
1998
-1.40% +19.59%
1997
+7.34% +25.61%
1996
+16.09% +16.62%
1995
+18.64% +31.38%
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