Last Update: 31 August 2020

The Larry Swedroe Big Rocks Portfolio obtained a 6.77% compound annual return, with a 8.46% standard deviation, in the last 10 years.

The JL Collins Simple Path to Wealth Portfolio obtained a 12.14% compound annual return, with a 10.33% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Big Rocks Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 60% 75%
Fixed Income 40% 25%
Commodities 0% 0%
10 Years Stats Return +6.77% +12.14%
Std Dev 8.46% 10.33%
Max Drawdown -15.62% -15.47%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Big Rocks Portfolio +2.68 +6.32 +3.11 +3.66 +3.69 +5.50 +6.77 +4.82
JL Collins Simple Path to Wealth Portfolio +5.01 +11.86 +14.62 +17.70 +11.83 +11.52 +12.14 +8.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Larry Swedroe Big Rocks Portfolio JL Collins Simple Path to Wealth Portfolio
2020
-3.35% +8.75%
2019
+15.98% +25.21%
2018
-5.45% -3.94%
2017
+11.28% +16.80%
2016
+9.71% +10.25%
2015
-0.97% +0.41%
2014
+4.48% +10.86%
2013
+16.68% +24.56%
2012
+10.73% +13.13%
2011
-1.31% +2.71%
2010
+12.32% +14.62%
2009
+17.83% +22.58%
2008
-19.64% -26.02%
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