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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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