Last Update: 31 January 2021

The Pinwheel Portfolio obtained a 6.69% compound annual return, with a 9.45% standard deviation, in the last 10 years.

The JL Collins Simple Path to Wealth Portfolio obtained a 11.15% compound annual return, with a 10.51% standard deviation, in the last 10 years.

Summary

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Pinwheel Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 65% 75%
Fixed Income 25% 25%
Commodities 10% 0%
10 Years Stats Return +6.69% +11.15%
Std Dev 9.45% 10.51%
Max Drawdown -14.99% -15.47%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2002

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Pinwheel Portfolio +0.42 +11.75 +10.82 +10.41 +6.26 +9.22 +6.69 +8.10
JL Collins Simple Path to Wealth Portfolio -0.47 +12.51 +13.12 +16.63 +10.79 +13.58 +11.15 +8.26
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2002.

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Year Pinwheel Portfolio JL Collins Simple Path to Wealth Portfolio
2021
+0.42% -0.47%
2020
+9.12% +17.70%
2019
+19.31% +25.21%
2018
-6.39% -3.94%
2017
+14.08% +16.80%
2016
+8.63% +10.25%
2015
-2.88% +0.41%
2014
+6.12% +10.86%
2013
+9.02% +24.56%
2012
+12.60% +13.13%
2011
-0.25% +2.71%
2010
+16.08% +14.62%
2009
+24.19% +22.58%
2008
-22.51% -26.02%
2007
+7.60% +5.76%
2006
+19.78% +12.84%
2005
+11.02% +5.33%
2004
+15.19% +10.65%
2003
+28.19% +24.06%
2002
-2.13% -13.29%
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