Last Update: 31 August 2021
The Frank Armstrong Ideal Index Portfolio obtained a 8.1% compound annual return, with a 9.69% standard deviation, in the last 10 years.
The Roger Gibson Talmud Portfolio obtained a 10.28% compound annual return, with a 9.37% standard deviation, in the last 10 years.
Summary
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| 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% | |
| 10 Years Stats | Return | +8.10% | +10.28% |
| Std Dev | 9.69% | 9.37% | |
| Max Drawdown | -17.17% | -15.15% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1994
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Frank Armstrong Ideal Index Portfolio | +1.38 | +1.24 | +8.13 | +23.73 | +8.64 | +9.03 | +8.10 | +7.39 |
| Roger Gibson Talmud Portfolio | +1.72 | +6.46 | +14.93 | +23.31 | +12.59 | +10.05 | +10.28 | +9.09 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1994.
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| Year | Frank Armstrong Ideal Index Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2021 |
+12.29% | +16.41% |
| 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% |