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 David Swensen Lazy Portfolio obtained a 8.59% compound annual return, with a 10.38% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio David Swensen Lazy Portfolio
Risk High High
Asset Allocation Stocks 70% 70%
Fixed Income 30% 30%
Commodities 0% 0%
30 Years Stats Return +7.33% +8.59%
Std Dev 10.31% 10.38%
Max Drawdown -40.11% -40.89%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from June 1991

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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 +7.21
David Swensen Lazy Portfolio -5.44 -8.36 -2.72 +7.58 +7.46 +8.59 +8.59
(*) 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).

David Swensen Lazy Portfolio: an investment of 1000$, since May 1992, now would be worth 11841.57$, with a total return of 1084.16% (8.59% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1991, now would be worth 8599.31$, with a total return of 759.93% (7.21% annualized).

David Swensen Lazy Portfolio: an investment of 1000$, since June 1991, now would be worth 12788.19$, with a total return of 1178.82% (8.59% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Frank Armstrong Ideal Index Portfolio
David Swensen Lazy Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.89% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.66% Feb 2020 Mar 2020
-12.40% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.28% Apr 1998 Aug 1998
-10.67% Sep 2000 Sep 2002
-10.46% Jan 2022 Apr 2022
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.51% Jan 2022 Apr 2022
-8.21% Feb 1994 Nov 1994
-8.18% Sep 2018 Dec 2018
-6.84% Mar 2015 Sep 2015
-5.90% Apr 2004 Apr 2004
-5.59% Sep 2000 Nov 2000
-4.74% May 2012 May 2012

Drawdown comparison chart since June 1991.

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Frank Armstrong Ideal Index Portfolio
David Swensen Lazy Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.89% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.66% Feb 2020 Mar 2020
-12.40% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.28% Apr 1998 Aug 1998
-10.67% Sep 2000 Sep 2002
-10.46% Jan 2022 Apr 2022
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.51% Jan 2022 Apr 2022
-8.21% Feb 1994 Nov 1994
-8.18% Sep 2018 Dec 2018
-6.84% Mar 2015 Sep 2015
-5.90% Apr 2004 Apr 2004
-5.59% Sep 2000 Nov 2000
-4.74% May 2012 May 2012

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio David Swensen Lazy Portfolio
2022
-8.51% -10.46%
2021
+13.98% +17.34%
2020
+6.95% +10.56%
2019
+17.96% +21.27%
2018
-6.68% -5.67%
2017
+13.88% +13.94%
2016
+9.05% +7.74%
2015
-1.66% -0.95%
2014
+4.16% +9.97%
2013
+16.03% +10.89%
2012
+12.36% +13.49%
2011
-2.98% +2.21%
2010
+13.00% +15.37%
2009
+21.58% +24.86%
2008
-24.86% -25.53%
2007
+5.91% +5.59%
2006
+17.74% +17.84%
2005
+8.40% +8.97%
2004
+14.62% +16.10%
2003
+26.78% +26.85%
2002
-7.53% -3.41%
2001
-3.80% -1.71%
2000
+2.04% +3.13%
1999
+13.53% +12.70%
1998
+8.85% +8.13%
1997
+12.22% +15.35%
1996
+11.54% +15.04%
1995
+16.29% +20.31%
1994
+1.99% -2.86%
1993
+17.70% +20.71%
1992
+3.75% +5.36%
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