Last Update: 31 January 2021

The Dynamic 60/40 Income Portfolio obtained a 6.97% compound annual return, with a 8.01% standard deviation, in the last 10 years.

The JL Collins Simple Path to Wealth Portfolio obtained a 11.15% compound annual return, with a 10.51% standard deviation, in the last 10 years.

Summary

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Dynamic 60/40 Income Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 60% 75%
Fixed Income 40% 25%
Commodities 0% 0%
10 Years Stats Return +6.97% +11.15%
Std Dev 8.01% 10.51%
Max Drawdown -14.25% -15.47%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 60/40 Income Portfolio -0.47 +7.87 +7.32 +5.17 +6.68 +7.57 +6.97 +6.37
JL Collins Simple Path to Wealth Portfolio -0.47 +12.51 +13.12 +16.63 +10.79 +13.58 +11.15 +8.87
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 60/40 Income Portfolio JL Collins Simple Path to Wealth Portfolio
2021
-0.47% -0.47%
2020
+6.26% +17.70%
2019
+18.59% +25.21%
2018
-3.28% -3.94%
2017
+8.11% +16.80%
2016
+7.39% +10.25%
2015
+0.49% +0.41%
2014
+11.87% +10.86%
2013
+8.15% +24.56%
2012
+12.84% +13.13%
2011
+3.16% +2.71%
2010
+14.75% +14.62%
2009
+25.31% +22.58%
2008
-21.78% -26.02%
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