Last Update: 30 April 2022

The Frank Armstrong Ideal Index Portfolio obtained a 7.33% compound annual return, with a 10.31% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.86% compound annual return, with a 11.23% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 70% 71%
Fixed Income 30% 29%
Commodities 0% 0%
30 Years Stats Return +7.33% +8.86%
Std Dev 10.31% 11.23%
Max Drawdown -40.11% -41.80%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio -4.64 -7.33 -4.31 +5.99 +6.61 +7.33 +7.16
Burton Malkiel Late Sixties and Beyond Portfolio -5.78 -9.27 -4.24 +7.35 +7.61 +8.86 +8.71
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since May 1992, now would be worth 8350.15$, with a total return of 735.01% (7.33% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since May 1992, now would be worth 12768.12$, with a total return of 1176.81% (8.86% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1992, now would be worth 8145.61$, with a total return of 714.56% (7.16% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12578.44$, with a total return of 1157.84% (8.71% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Frank Armstrong Ideal Index Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-17.16% Jan 2020 Mar 2020
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.38% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-11.37% Jan 2022 Apr 2022
-9.48% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.72% Jun 2015 Feb 2016
-8.51% Jan 2022 Apr 2022
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Frank Armstrong Ideal Index Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-17.16% Jan 2020 Mar 2020
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.38% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-11.37% Jan 2022 Apr 2022
-9.48% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.72% Jun 2015 Feb 2016
-8.51% Jan 2022 Apr 2022
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.12% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Frank Armstrong Ideal Index Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-8.51% -11.37%
2021
+13.98% +15.40%
2020
+6.95% +10.03%
2019
+17.96% +22.55%
2018
-6.68% -5.90%
2017
+13.88% +16.49%
2016
+9.05% +8.48%
2015
-1.66% -1.63%
2014
+4.16% +9.01%
2013
+16.03% +12.49%
2012
+12.36% +14.20%
2011
-2.98% +1.01%
2010
+13.00% +14.47%
2009
+21.58% +25.30%
2008
-24.86% -26.02%
2007
+5.91% +5.18%
2006
+17.74% +20.06%
2005
+8.40% +9.86%
2004
+14.62% +14.78%
2003
+26.78% +29.73%
2002
-7.53% -5.70%
2001
-3.80% +5.85%
2000
+2.04% +2.46%
1999
+13.53% +12.48%
1998
+8.85% +5.92%
1997
+12.22% +15.13%
1996
+11.54% +18.95%
1995
+16.29% +20.20%
1994
+1.99% -3.17%
1993
+17.70% +23.51%
1992
+3.75% +4.84%
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