Dynamic 60/40 Income vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% 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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Dynamic 60/40 Income Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 75%
Fixed Income 40% 25%
Commodities 0% 0%
30 Years Stats Return +7.13% +9.27%
Std Dev 9.33% 11.74%
Max Drawdown -41.44% -38.53%
All time Stats
(Since Jan 1992)		 Return +7.42% +9.09%
Std Dev 9.10% 11.44%
Max Drawdown -41.44% -38.53%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.24 +12.08 +11.69 +5.17 +5.47 +7.13 +7.42
JL Collins Simple Path to Wealth Portfolio +2.42 +18.66 +21.87 +10.81 +9.64 +9.27 +9.09
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% 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).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1992, now would be worth 16.54$, with a total return of 1553.74% (9.09% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 60/40 Income 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-4.80% Apr 2012 May 2012 (2) Aug 2012 (5) 2.14
-4.79% Jul 1999 Sep 1999 (3) Nov 1999 (5) 2.59
-4.59% May 2019 May 2019 (1) Jun 2019 (2) 2.65
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.83% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.81
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-4.80% Apr 2012 May 2012 (2) Aug 2012 (5) 2.14
-4.79% Jul 1999 Sep 1999 (3) Nov 1999 (5) 2.59

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.
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Year Return Drawdown Return Drawdown
2024
+2.73%
 -0.14%
+7.00%
 0.00%
2023
+12.28%
 -6.45%
+20.89%
 -8.11%
2022
-15.89%
 -18.21%
-17.91%
 -22.24%
2021
+15.27%
 -2.58%
+18.79%
 -3.72%
2020
+6.26%
 -14.24%
+17.70%
 -15.46%
2019
+18.59%
 -1.55%
+25.21%
 -4.59%
2018
-3.28%
 -6.80%
-3.94%
 -10.58%
2017
+8.11%
 -0.39%
+16.80%
 0.00%
2016
+7.39%
 -2.92%
+10.25%
 -3.99%
2015
+0.49%
 -4.42%
+0.41%
 -6.60%
2014
+11.87%
 -2.32%
+10.86%
 -1.99%
2013
+8.15%
 -3.78%
+24.56%
 -2.57%
2012
+12.84%
 -3.09%
+13.13%
 -4.80%
2011
+3.16%
 -10.41%
+2.71%
 -12.27%
2010
+14.75%
 -5.96%
+14.62%
 -9.46%
2009
+25.31%
 -19.50%
+22.58%
 -13.96%
2008
-21.78%
 -30.14%
-26.02%
 -28.15%
2007
-3.54%
 -7.01%
+5.76%
 -3.89%
2006
+14.28%
 -1.89%
+12.84%
 -2.48%
2005
+5.27%
 -2.10%
+5.33%
 -3.14%
2004
+12.11%
 -4.29%
+10.65%
 -2.89%
2003
+22.26%
 0.00%
+24.06%
 -2.85%
2002
-0.78%
 -6.19%
-13.29%
 -18.79%
2001
+5.55%
 -3.29%
-6.12%
 -16.19%
2000
+5.79%
 -3.60%
-5.08%
 -11.10%
1999
+4.89%
 -3.30%
+17.67%
 -4.79%
1998
+5.13%
 -7.02%
+19.59%
 -13.02%
1997
+16.74%
 -0.91%
+25.61%
 -3.67%
1996
+16.21%
 -0.78%
+16.62%
 -4.42%
1995
+20.42%
 -0.12%
+31.38%
 -0.57%
1994
-3.20%
 -6.80%
-0.79%
 -6.83%
1993
+14.00%
 -1.75%
+10.39%
 -1.89%
1992
+13.92%
 -0.48%
+8.62%
 -1.93%