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 JL Collins Simple Path to Wealth Portfolio obtained a 9.08% compound annual return, with a 11.20% standard deviation, in the last 30 Years.
Summary
| Frank Armstrong Ideal Index Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 70% | 75% |
| Fixed Income | 30% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.33% | +9.08% |
| Std Dev | 10.31% | 11.20% | |
| Max Drawdown | -40.11% | -38.53% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1986
| 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 |
| JL Collins Simple Path to Wealth Portfolio | -7.85 | -11.39 | -4.44 | +10.15 | +10.46 | +9.08 | +9.65 |
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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since May 1992, now would be worth 13555.26$, with a total return of 1255.53% (9.08% 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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1986, now would be worth 28457.34$, with a total return of 2745.73% (9.65% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Frank Armstrong Ideal Index Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.11% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -17.16% | Jan 2020 | Mar 2020 | |||
| -16.33% | Feb 2001 | Sep 2002 | |||
| -15.51% | May 2011 | Sep 2011 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.51% | Jan 2022 | Apr 2022 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.59% | Sep 2000 | Nov 2000 | |||
| -4.80% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1986.
Frank Armstrong Ideal Index Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.11% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -17.16% | Jan 2020 | Mar 2020 | |||
| -16.33% | Feb 2001 | Sep 2002 | |||
| -15.51% | May 2011 | Sep 2011 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.90% | Sep 1987 | Nov 1987 | |||
| -14.74% | Jan 1990 | Sep 1990 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -12.21% | May 1998 | Aug 1998 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.48% | Sep 2018 | Dec 2018 | |||
| -8.72% | Jun 2015 | Feb 2016 | |||
| -8.51% | Jan 2022 | Apr 2022 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Frank Armstrong Ideal Index Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-8.51% | -12.93% |
| 2021 |
+13.98% | +18.79% |
| 2020 |
+6.95% | +17.70% |
| 2019 |
+17.96% | +25.21% |
| 2018 |
-6.68% | -3.94% |
| 2017 |
+13.88% | +16.80% |
| 2016 |
+9.05% | +10.25% |
| 2015 |
-1.66% | +0.41% |
| 2014 |
+4.16% | +10.86% |
| 2013 |
+16.03% | +24.56% |
| 2012 |
+12.36% | +13.13% |
| 2011 |
-2.98% | +2.71% |
| 2010 |
+13.00% | +14.62% |
| 2009 |
+21.58% | +22.58% |
| 2008 |
-24.86% | -26.02% |
| 2007 |
+5.91% | +5.76% |
| 2006 |
+17.74% | +12.84% |
| 2005 |
+8.40% | +5.33% |
| 2004 |
+14.62% | +10.65% |
| 2003 |
+26.78% | +24.06% |
| 2002 |
-7.53% | -13.29% |
| 2001 |
-3.80% | -6.12% |
| 2000 |
+2.04% | -5.08% |
| 1999 |
+13.53% | +17.67% |
| 1998 |
+8.85% | +19.59% |
| 1997 |
+12.22% | +25.61% |
| 1996 |
+11.54% | +16.62% |
| 1995 |
+16.29% | +31.38% |
| 1994 |
+1.99% | -0.79% |
| 1993 |
+17.70% | +10.39% |
| 1992 |
+3.75% | +8.62% |
| 1991 |
+20.38% | +28.11% |
| 1990 |
-9.45% | -2.40% |
| 1989 |
+15.59% | +24.50% |
| 1988 |
+17.45% | +14.83% |
| 1987 |
+10.19% | +2.34% |
| 1986 |
+28.89% | +14.71% |