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

Time Range:

Drawdowns

Time Range:

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%
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