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 Roger Gibson Talmud Portfolio obtained a 8.88% compound annual return, with a 10.24% standard deviation, in the last 30 Years.
Summary
| Frank Armstrong Ideal Index Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 70% | 66.67% |
| Fixed Income | 30% | 33.33% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.33% | +8.88% |
| Std Dev | 10.31% | 10.24% | |
| Max Drawdown | -40.11% | -40.17% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1986
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Frank Armstrong Ideal Index Portfolio | -4.64 | -7.33 | -4.31 | +5.99 | +6.61 | +7.33 | +8.13 |
| Roger Gibson Talmud Portfolio | -5.74 | -8.07 | -0.87 | +7.96 | +8.21 | +8.88 | +9.15 |
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).
Roger Gibson Talmud Portfolio: an investment of 1000$, since May 1992, now would be worth 12841.80$, with a total return of 1184.18% (8.88% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1986, now would be worth 17119.60$, with a total return of 1611.96% (8.13% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1986, now would be worth 24102.57$, with a total return of 2310.26% (9.15% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Frank Armstrong Ideal Index Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 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 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -11.18% | Jan 2022 | Apr 2022 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.51% | Jan 2022 | Apr 2022 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
| -5.59% | Sep 2000 | Nov 2000 | |||
| -5.08% | Feb 2001 | Mar 2001 | |||
Drawdown comparison chart since January 1986.
Frank Armstrong Ideal Index Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -40.11% | Nov 2007 | Feb 2009 | |||
| -17.16% | Jan 2020 | Mar 2020 | |||
| -16.33% | Feb 2001 | Sep 2002 | |||
| -15.52% | Sep 1987 | Nov 1987 | |||
| -15.51% | May 2011 | Sep 2011 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -14.90% | Sep 1987 | Nov 1987 | |||
| -14.74% | Jan 1990 | Sep 1990 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -11.18% | Jan 2022 | Apr 2022 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -10.14% | Jul 1990 | Oct 1990 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.51% | Jan 2022 | Apr 2022 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Frank Armstrong Ideal Index Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2022 |
-8.51% | -11.18% |
| 2021 |
+13.98% | +21.44% |
| 2020 |
+6.95% | +8.02% |
| 2019 |
+17.96% | +22.79% |
| 2018 |
-6.68% | -3.78% |
| 2017 |
+13.88% | +9.90% |
| 2016 |
+9.05% | +7.99% |
| 2015 |
-1.66% | +1.11% |
| 2014 |
+4.16% | +16.24% |
| 2013 |
+16.03% | +11.22% |
| 2012 |
+12.36% | +12.41% |
| 2011 |
-2.98% | +5.83% |
| 2010 |
+13.00% | +17.33% |
| 2009 |
+21.58% | +20.87% |
| 2008 |
-24.86% | -22.37% |
| 2007 |
+5.91% | -1.40% |
| 2006 |
+17.74% | +18.42% |
| 2005 |
+8.40% | +6.88% |
| 2004 |
+14.62% | +15.93% |
| 2003 |
+26.78% | +23.46% |
| 2002 |
-7.53% | -2.82% |
| 2001 |
-3.80% | +3.27% |
| 2000 |
+2.04% | +9.05% |
| 1999 |
+13.53% | +6.34% |
| 1998 |
+8.85% | +5.18% |
| 1997 |
+12.22% | +19.74% |
| 1996 |
+11.54% | +19.46% |
| 1995 |
+16.29% | +22.03% |
| 1994 |
+1.99% | -3.74% |
| 1993 |
+17.70% | +13.33% |
| 1992 |
+3.75% | +10.28% |
| 1991 |
+20.38% | +27.78% |
| 1990 |
-9.45% | -4.26% |
| 1989 |
+15.59% | +16.87% |
| 1988 |
+17.45% | +12.71% |
| 1987 |
+10.19% | +0.17% |
| 1986 |
+28.89% | +16.28% |