Last Update: 31 March 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.80% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The Roger Gibson Talmud Portfolio obtained a 7.96% compound annual return, with a 10.65% 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 +6.80% +7.96%
Std Dev 10.60% 10.65%
Max Drawdown -40.11% -40.17%

Last Update: 31 March 2023

Historical Returns as of Mar 31, 2023

Comparison period starts from January 1970

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio +0.48 +11.50 -5.00 +4.33 +5.59 +6.80 +9.16
Roger Gibson Talmud Portfolio +1.05 +8.34 -11.33 +6.06 +6.57 +7.96 +9.60
(*) Returns over 1 year are annualized

Capital Growth as of Mar 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since April 1993, now would be worth 7189.15$, with a total return of 618.92% (6.80% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since April 1993, now would be worth 9964.40$, with a total return of 896.44% (7.96% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1970, now would be worth 106563.60$, with a total return of 10556.36% (9.16% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1970, now would be worth 131481.06$, with a total return of 13048.11% (9.60% annualized).

Drawdowns

Drawdown comparison chart since March 1993.

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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
-22.88% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-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
-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
-8.26% 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 1970.

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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
-27.37% Jan 1973 Sep 1974
-25.53% Dec 1972 Sep 1974
-22.88% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.93% Jan 1970 Jun 1970
-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
-12.17% Apr 1970 Jun 1970
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.71% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1970.

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Year Frank Armstrong Ideal Index Portfolio Roger Gibson Talmud Portfolio
2023
+3.47% +3.95%
2022
-11.91% -19.62%
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%
1985
+31.78% +24.20%
1984
+7.88% +12.71%
1983
+21.11% +19.51%
1982
+16.37% +24.41%
1981
+4.16% +3.76%
1980
+22.04% +20.13%
1979
+17.78% +21.82%
1978
+15.30% +6.65%
1977
+9.26% +6.70%
1976
+18.88% +29.26%
1975
+28.38% +21.49%
1974
-13.41% -14.51%
1973
-10.09% -9.74%
1972
+17.91% +9.45%
1971
+17.25% +10.45%
1970
+0.66% +10.08%
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