Last Update: 31 July 2022

The David Swensen Lazy Portfolio obtained a 8.37% compound annual return, with a 10.46% 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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David Swensen Lazy Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 70% 75%
Fixed Income 30% 25%
Commodities 0% 0%
30 Years Stats Return +8.37% +8.98%
Std Dev 10.46% 11.33%
Max Drawdown -40.89% -38.53%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
David Swensen Lazy Portfolio +5.75 -7.50 -7.59 +6.60 +7.37 +8.37 +8.48
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.98 +9.07
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

David Swensen Lazy Portfolio: an investment of 1000$, since August 1992, now would be worth 11158.44$, with a total return of 1015.84% (8.37% 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).

David Swensen Lazy Portfolio: an investment of 1000$, since June 1991, now would be worth 12631.94$, with a total return of 1163.19% (8.48% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1991, now would be worth 14986.64$, with a total return of 1398.66% (9.07% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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David Swensen Lazy Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.89% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-16.36% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.66% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.40% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-11.28% Apr 1998 Aug 1998
-10.67% Sep 2000 Sep 2002
-10.58% Oct 2018 Dec 2018
-8.21% Feb 1994 Nov 1994
-8.18% Sep 2018 Dec 2018
-6.84% Mar 2015 Sep 2015
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-5.90% Apr 2004 Apr 2004

Drawdown comparison chart since June 1991.

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David Swensen Lazy Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.89% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-16.36% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.66% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.40% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-11.28% Apr 1998 Aug 1998
-10.67% Sep 2000 Sep 2002
-10.58% Oct 2018 Dec 2018
-8.21% Feb 1994 Nov 1994
-8.18% Sep 2018 Dec 2018
-6.84% Mar 2015 Sep 2015
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-5.90% Apr 2004 Apr 2004

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year David Swensen Lazy Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-11.55% -12.53%
2021
+17.34% +18.79%
2020
+10.56% +17.70%
2019
+21.27% +25.21%
2018
-5.67% -3.94%
2017
+13.94% +16.80%
2016
+7.74% +10.25%
2015
-0.95% +0.41%
2014
+9.97% +10.86%
2013
+10.89% +24.56%
2012
+13.49% +13.13%
2011
+2.21% +2.71%
2010
+15.37% +14.62%
2009
+24.86% +22.58%
2008
-25.53% -26.02%
2007
+5.59% +5.76%
2006
+17.84% +12.84%
2005
+8.97% +5.33%
2004
+16.10% +10.65%
2003
+26.85% +24.06%
2002
-3.41% -13.29%
2001
-1.71% -6.12%
2000
+3.13% -5.08%
1999
+12.70% +17.67%
1998
+8.13% +19.59%
1997
+15.35% +25.61%
1996
+15.04% +16.62%
1995
+20.31% +31.38%
1994
-2.86% -0.79%
1993
+20.71% +10.39%
1992
+5.36% +8.62%
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