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
| 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
| 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 |
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.
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.
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.
| 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% |