Last Update: 30 April 2022
The Golden Butterfly with Bitcoin Portfolio obtained a 18.46% compound annual return, with a 39.03% standard deviation, in the last 10 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 10.46% compound annual return, with a 10.66% standard deviation, in the last 10 Years.
Summary
| Golden Butterfly with Bitcoin Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 40% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 20% | 0% | |
| 10 Years Stats | Return | +18.46% | +10.46% |
| Std Dev | 39.03% | 10.66% | |
| Max Drawdown | -23.09% | -15.46% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Golden Butterfly with Bitcoin Portfolio | -5.64 | -8.20 | -4.51 | +12.21 | +18.46 | +19.48 |
| JL Collins Simple Path to Wealth Portfolio | -7.85 | -11.39 | -4.44 | +10.15 | +10.46 | +11.50 |
Capital Growth as of Apr 30, 2022
Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since May 2012, now would be worth 5441.76$, with a total return of 444.18% (18.46% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since May 2012, now would be worth 2703.10$, with a total return of 170.31% (10.46% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10731.15$, with a total return of 973.12% (19.48% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 2009, now would be worth 4267.96$, with a total return of 326.80% (11.50% annualized).
Drawdowns
Drawdown comparison chart since April 2012.
Golden Butterfly with Bitcoin Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.09% | Dec 2013 | Dec 2013 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -7.97% | May 2013 | Jun 2013 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -4.59% | May 2019 | May 2019 | |||
| -4.57% | May 2012 | May 2012 | |||
| -4.38% | Feb 2018 | Mar 2018 | |||
| -4.25% | Sep 2020 | Oct 2020 | |||
| -3.72% | Sep 2021 | Sep 2021 | |||
| -2.57% | Aug 2013 | Aug 2013 | |||
| -2.56% | Sep 2021 | Sep 2021 | |||
| -2.47% | Feb 2018 | Mar 2018 | |||
| -2.43% | Sep 2020 | Sep 2020 | |||
| -2.22% | May 2012 | May 2012 | |||
| -1.99% | Jan 2014 | Jan 2014 | |||
Drawdown comparison chart since January 2009.
Golden Butterfly with Bitcoin Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -39.02% | Jul 2011 | Nov 2011 | |||
| -23.09% | Dec 2013 | Dec 2013 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.96% | Jan 2009 | Feb 2009 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.30% | Jan 2009 | Feb 2009 | |||
| -9.46% | May 2010 | Jun 2010 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -4.80% | Apr 2012 | May 2012 | |||
| -4.59% | May 2019 | May 2019 | |||
| -4.38% | Feb 2018 | Mar 2018 | |||
| -4.25% | Sep 2020 | Oct 2020 | |||
| -3.72% | Sep 2021 | Sep 2021 | |||
| -2.89% | May 2010 | Jun 2010 | |||
| -2.57% | Aug 2013 | Aug 2013 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
| Year | Golden Butterfly with Bitcoin Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-8.53% | -12.93% |
| 2021 |
+10.61% | +18.79% |
| 2020 |
+19.54% | +17.70% |
| 2019 |
+19.56% | +25.21% |
| 2018 |
-5.42% | -3.94% |
| 2017 |
+36.14% | +16.80% |
| 2016 |
+13.14% | +10.25% |
| 2015 |
-2.76% | +0.41% |
| 2014 |
+8.01% | +10.86% |
| 2013 |
+130.58% | +24.56% |
| 2012 |
+12.33% | +13.13% |
| 2011 |
+38.12% | +2.71% |
| 2010 |
+22.92% | +14.62% |
| 2009 |
+10.29% | +22.58% |