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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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