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
| 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
| 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 |
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.
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.
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.
| 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% |
