Frank Armstrong Ideal Index vs Pinwheel Portfolio Comparison

Last Update: 29 February 2024

The Frank Armstrong Ideal Index Portfolio obtained a 6.70% compound annual return, with a 10.68% standard deviation, in the last 30 Years.

The Pinwheel Portfolio obtained a 7.20% compound annual return, with a 10.50% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Pinwheel Portfolio
Portfolio Risk High High
Asset Allocation Stocks 70% 65%
Fixed Income 30% 25%
Commodities 0% 10%
30 Years Stats Return +6.70% +7.20%
Std Dev 10.68% 10.50%
Max Drawdown -40.11% -36.89%
All time Stats
(Since Jan 1976)
Return +9.63% +9.93%
Std Dev 10.64% 10.42%
Max Drawdown -40.11% -36.89%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Frank Armstrong Ideal Index Portfolio +2.13 +6.52 +9.67 +5.76 +5.35 +6.70 +9.63
Pinwheel Portfolio +2.07 +6.41 +10.05 +6.08 +5.40 +7.20 +9.93
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since March 1994, now would be worth 6.99$, with a total return of 598.94% (6.70% annualized).

Pinwheel Portfolio: an investment of 1$, since March 1994, now would be worth 8.06$, with a total return of 706.15% (7.20% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1976, now would be worth 83.62$, with a total return of 8262.48% (9.63% annualized).

Pinwheel Portfolio: an investment of 1$, since January 1976, now would be worth 95.49$, with a total return of 9448.66% (9.93% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Frank Armstrong Ideal Index Portfolio
Pinwheel Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-36.89% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.21
-19.49% Jan 2022 Sep 2022 (9) In progress (26) 9.81
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-14.99% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.84
-14.05% May 1998 Aug 1998 (4) Apr 1999 (12) 6.04
-12.72% May 2011 Sep 2011 (5) Mar 2012 (11) 5.08
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-11.06% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.41
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-8.88% Feb 2001 Sep 2001 (8) Mar 2002 (14) 4.60
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53
-8.24% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.28
-7.70% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.99
-5.90% Apr 2012 May 2012 (2) Sep 2012 (6) 2.52
-5.84% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.88
-5.84% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.31

Drawdown comparison chart since January 1976.

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Frank Armstrong Ideal Index Portfolio
Pinwheel Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-36.89% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.21
-19.49% Jan 2022 Sep 2022 (9) In progress (26) 9.81
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-14.99% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.84
-14.91% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.02
-14.90% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.74% Jan 1990 Sep 1990 (9) Mar 1991 (15) 7.43
-14.05% May 1998 Aug 1998 (4) Apr 1999 (12) 6.04
-12.72% May 2011 Sep 2011 (5) Mar 2012 (11) 5.08
-12.51% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.33
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-12.10% Dec 1980 Jul 1982 (20) Oct 1982 (23) 6.00
-11.81% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.04
-11.06% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.41
-9.55% Feb 1980 Mar 1980 (2) May 1980 (4) 4.79
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31

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
+0.80%
-1.30%
+0.33%
-1.71%
2023
+12.04%
-8.06%
+13.21%
-8.07%
2022
-11.91%
-18.25%
-13.57%
-19.49%
2021
+13.98%
-2.66%
+13.53%
-3.10%
2020
+6.95%
-17.16%
+9.12%
-14.99%
2019
+17.96%
-4.04%
+19.31%
-3.16%
2018
-6.68%
-9.48%
-6.39%
-8.24%
2017
+13.88%
-0.15%
+14.08%
0.00%
2016
+9.05%
-4.06%
+8.63%
-2.93%
2015
-1.66%
-7.44%
-2.88%
-7.37%
2014
+4.16%
-3.12%
+6.12%
-3.95%
2013
+16.03%
-2.21%
+9.02%
-4.25%
2012
+12.36%
-6.57%
+12.60%
-5.90%
2011
-2.98%
-15.51%
-0.25%
-12.72%
2010
+13.00%
-8.67%
+16.08%
-7.26%
2009
+21.58%
-16.28%
+24.19%
-14.81%
2008
-24.86%
-27.96%
-22.51%
-27.78%
2007
+5.91%
-4.80%
+7.60%
-4.41%
2006
+17.74%
-2.78%
+19.78%
-3.25%
2005
+8.40%
-2.89%
+11.02%
-2.58%
2004
+14.62%
-3.40%
+15.19%
-5.84%
2003
+26.78%
-3.93%
+28.19%
-3.19%
2002
-7.53%
-13.72%
-2.13%
-11.06%
2001
-3.80%
-11.76%
-0.61%
-8.88%
2000
+2.04%
-5.59%
+1.80%
-5.84%
1999
+13.53%
-2.81%
+15.18%
-2.13%
1998
+8.85%
-12.21%
+3.43%
-14.05%
1997
+12.22%
-4.02%
+8.85%
-4.25%
1996
+11.54%
-3.03%
+13.00%
-2.47%
1995
+16.29%
-1.64%
+14.60%
-1.63%
1994
+1.99%
-4.20%
-2.32%
-6.30%
1993
+17.70%
-4.41%
+24.96%
-3.33%
1992
+3.75%
-3.20%
+4.01%
-2.90%
1991
+20.38%
-3.65%
+29.20%
-3.25%
1990
-9.45%
-14.74%
-7.14%
-12.51%
1989
+15.59%
-2.18%
+21.94%
-1.96%
1988
+17.45%
-2.71%
+14.95%
-2.14%
1987
+10.19%
-14.90%
+2.63%
-14.91%
1986
+28.89%
-3.91%
+21.90%
-2.21%
1985
+31.78%
-1.78%
+27.17%
-1.91%
1984
+7.88%
-4.89%
+8.12%
-3.20%
1983
+21.11%
-2.00%
+17.25%
-1.79%
1982
+16.37%
-6.90%
+13.76%
-9.40%
1981
+4.16%
-7.60%
-0.90%
-8.40%
1980
+22.04%
-9.55%
+18.33%
-11.81%
1979
+17.78%
-7.14%
+29.93%
-6.94%
1978
+15.30%
-7.53%
+15.63%
-5.44%
1977
+9.26%
-1.55%
+10.76%
-0.79%
1976
+18.88%
-2.99%
+19.79%
-2.33%