Last Update: 30 April 2022
The Golden Butterfly Portfolio obtained a 8.16% compound annual return, with a 7.17% 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
| Golden Butterfly Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 40% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.16% | +9.08% |
| Std Dev | 7.17% | 11.20% | |
| Max Drawdown | -14.81% | -38.53% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1977
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | -5.36 | -6.86 | -3.29 | +6.68 | +6.28 | +8.16 | +9.76 |
| JL Collins Simple Path to Wealth Portfolio | -7.85 | -11.39 | -4.44 | +10.15 | +10.46 | +9.08 | +10.37 |
Capital Growth as of Apr 30, 2022
Golden Butterfly Portfolio: an investment of 1000$, since May 1992, now would be worth 10509.38$, with a total return of 950.94% (8.16% 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).
Golden Butterfly Portfolio: an investment of 1000$, since January 1977, now would be worth 68256.97$, with a total return of 6725.70% (9.76% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1977, now would be worth 87520.64$, with a total return of 8652.06% (10.37% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Golden Butterfly Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -6.86% | Jun 2002 | Jul 2002 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -4.99% | Feb 2001 | Mar 2001 | |||
| -4.80% | Apr 2012 | May 2012 | |||
| -4.79% | Jul 1999 | Sep 1999 | |||
Drawdown comparison chart since January 1977.
Golden Butterfly Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -13.73% | Feb 1980 | Mar 1980 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.93% | Sep 1987 | Nov 1987 | |||
| -10.83% | Dec 1980 | Sep 1981 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.43% | Feb 1980 | Mar 1980 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -9.36% | Sep 1978 | Oct 1978 | |||
| -9.09% | Dec 1980 | Sep 1981 | |||
| -8.53% | Jul 1983 | May 1984 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -7.94% | Jan 1990 | Oct 1990 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1977.
| Year | Golden Butterfly Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-8.12% | -12.93% |
| 2021 |
+9.35% | +18.79% |
| 2020 |
+13.93% | +17.70% |
| 2019 |
+18.03% | +25.21% |
| 2018 |
-4.03% | -3.94% |
| 2017 |
+10.96% | +16.80% |
| 2016 |
+10.82% | +10.25% |
| 2015 |
-3.71% | +0.41% |
| 2014 |
+9.13% | +10.86% |
| 2013 |
+6.26% | +24.56% |
| 2012 |
+8.84% | +13.13% |
| 2011 |
+8.86% | +2.71% |
| 2010 |
+16.54% | +14.62% |
| 2009 |
+10.77% | +22.58% |
| 2008 |
-4.18% | -26.02% |
| 2007 |
+9.58% | +5.76% |
| 2006 |
+12.44% | +12.84% |
| 2005 |
+8.04% | +5.33% |
| 2004 |
+9.88% | +10.65% |
| 2003 |
+18.85% | +24.06% |
| 2002 |
+3.15% | -13.29% |
| 2001 |
+2.71% | -6.12% |
| 2000 |
+6.88% | -5.08% |
| 1999 |
+4.24% | +17.67% |
| 1998 |
+8.03% | +19.59% |
| 1997 |
+13.09% | +25.61% |
| 1996 |
+8.18% | +16.62% |
| 1995 |
+21.86% | +31.38% |
| 1994 |
-1.98% | -0.79% |
| 1993 |
+14.50% | +10.39% |
| 1992 |
+9.15% | +8.62% |
| 1991 |
+19.14% | +28.11% |
| 1990 |
-2.51% | -2.40% |
| 1989 |
+14.78% | +24.50% |
| 1988 |
+9.18% | +14.83% |
| 1987 |
+5.10% | +2.34% |
| 1986 |
+17.75% | +14.71% |
| 1985 |
+25.09% | +29.02% |
| 1984 |
+3.75% | +5.39% |
| 1983 |
+11.13% | +18.30% |
| 1982 |
+28.31% | +23.16% |
| 1981 |
-1.23% | -0.76% |
| 1980 |
+15.59% | +25.59% |
| 1979 |
+38.92% | +19.52% |
| 1978 |
+13.30% | +6.63% |
| 1977 |
+7.87% | -2.26% |