Last Update: 31 July 2022

The Larry Swedroe Big Rocks Portfolio obtained a 7.34% compound annual return, with a 8.84% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 8.98% compound annual return, with a 11.33% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
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%
30 Years Stats Return +7.34% +8.98%
Std Dev 8.84% 11.33%
Max Drawdown -33.80% -38.53%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Larry Swedroe Big Rocks Portfolio +3.92 -5.12 -5.16 +4.88 +6.55 +7.34 +7.37
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.98 +8.92
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since August 1992, now would be worth 8372.44$, with a total return of 737.24% (7.34% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 1992, now would be worth 13203.59$, with a total return of 1220.36% (8.98% annualized).

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since January 1992, now would be worth 8793.43$, with a total return of 779.34% (7.37% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1992, now would be worth 13623.54$, with a total return of 1262.35% (8.92% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

Swipe left to see all data
Larry Swedroe Big Rocks Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-33.80% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.63% Jan 2020 Mar 2020
-15.46% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.59% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-11.58% May 1998 Aug 1998
-11.17% Jan 2022 Jun 2022
-10.99% Jun 2002 Sep 2002
-10.58% Oct 2018 Dec 2018
-8.79% Sep 2018 Dec 2018
-7.30% Feb 2001 Sep 2001
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.46% Jun 2015 Feb 2016
-5.17% Feb 1994 Jun 1994

Drawdown comparison chart since January 1992.

Swipe left to see all data
Larry Swedroe Big Rocks Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-33.80% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.63% Jan 2020 Mar 2020
-15.46% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.59% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-11.58% May 1998 Aug 1998
-11.17% Jan 2022 Jun 2022
-10.99% Jun 2002 Sep 2002
-10.58% Oct 2018 Dec 2018
-8.79% Sep 2018 Dec 2018
-7.30% Feb 2001 Sep 2001
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.46% Jun 2015 Feb 2016
-5.17% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

Swipe left to see all data
Year Larry Swedroe Big Rocks Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-7.69% -12.53%
2021
+13.59% +18.79%
2020
+5.25% +17.70%
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%
2007
+3.90% +5.76%
2006
+15.44% +12.84%
2005
+7.49% +5.33%
2004
+13.68% +10.65%
2003
+25.46% +24.06%
2002
-3.83% -13.29%
2001
+1.46% -6.12%
2000
+5.09% -5.08%
1999
+10.77% +17.67%
1998
+6.51% +19.59%
1997
+12.72% +25.61%
1996
+12.51% +16.62%
1995
+18.49% +31.38%
1994
-1.08% -0.79%
1993
+17.22% +10.39%
1992
+9.42% +8.62%
Share this page