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

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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%
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

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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 +8.13
Roger Gibson Talmud Portfolio -5.74 -8.07 -0.87 +7.96 +8.21 +8.88 +9.15
(*) 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).

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.

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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.

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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.

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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%
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