Last Update: 30 April 2022
The Roger Gibson Talmud Portfolio obtained a 8.88% compound annual return, with a 10.24% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.08% compound annual return, with a 11.20% standard deviation, in the last 30 Years.
Summary
| Roger Gibson Talmud Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 66.67% | 75% |
| Fixed Income | 33.33% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.88% | +9.08% |
| Std Dev | 10.24% | 11.20% | |
| Max Drawdown | -40.17% | -38.53% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1972
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Roger Gibson Talmud Portfolio | -5.74 | -8.07 | -0.87 | +7.96 | +8.21 | +8.88 | +9.88 |
| JL Collins Simple Path to Wealth Portfolio | -7.85 | -11.39 | -4.44 | +10.15 | +10.46 | +9.08 | +9.84 |
Capital Growth as of Apr 30, 2022
Roger Gibson Talmud Portfolio: an investment of 1000$, since May 1992, now would be worth 12841.80$, with a total return of 1184.18% (8.88% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since May 1992, now would be worth 13555.26$, with a total return of 1255.53% (9.08% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1972, now would be worth 114953.39$, with a total return of 11395.34% (9.88% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1972, now would be worth 112778.66$, with a total return of 11177.87% (9.84% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Roger Gibson Talmud Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.18% | Jan 2022 | Apr 2022 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
Drawdown comparison chart since January 1972.
Roger Gibson Talmud Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -34.54% | Jan 1973 | Sep 1974 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -25.53% | Dec 1972 | Sep 1974 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -15.52% | Sep 1987 | Nov 1987 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.93% | Jan 2022 | Apr 2022 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -11.18% | Jan 2022 | Apr 2022 | |||
| -10.83% | Dec 1980 | Sep 1981 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Feb 1980 | Mar 1980 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -10.14% | Jul 1990 | Oct 1990 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1972.
| Year | Roger Gibson Talmud Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-11.18% | -12.93% |
| 2021 |
+21.44% | +18.79% |
| 2020 |
+8.02% | +17.70% |
| 2019 |
+22.79% | +25.21% |
| 2018 |
-3.78% | -3.94% |
| 2017 |
+9.90% | +16.80% |
| 2016 |
+7.99% | +10.25% |
| 2015 |
+1.11% | +0.41% |
| 2014 |
+16.24% | +10.86% |
| 2013 |
+11.22% | +24.56% |
| 2012 |
+12.41% | +13.13% |
| 2011 |
+5.83% | +2.71% |
| 2010 |
+17.33% | +14.62% |
| 2009 |
+20.87% | +22.58% |
| 2008 |
-22.37% | -26.02% |
| 2007 |
-1.40% | +5.76% |
| 2006 |
+18.42% | +12.84% |
| 2005 |
+6.88% | +5.33% |
| 2004 |
+15.93% | +10.65% |
| 2003 |
+23.46% | +24.06% |
| 2002 |
-2.82% | -13.29% |
| 2001 |
+3.27% | -6.12% |
| 2000 |
+9.05% | -5.08% |
| 1999 |
+6.34% | +17.67% |
| 1998 |
+5.18% | +19.59% |
| 1997 |
+19.74% | +25.61% |
| 1996 |
+19.46% | +16.62% |
| 1995 |
+22.03% | +31.38% |
| 1994 |
-3.74% | -0.79% |
| 1993 |
+13.33% | +10.39% |
| 1992 |
+10.28% | +8.62% |
| 1991 |
+27.78% | +28.11% |
| 1990 |
-4.26% | -2.40% |
| 1989 |
+16.87% | +24.50% |
| 1988 |
+12.71% | +14.83% |
| 1987 |
+0.17% | +2.34% |
| 1986 |
+16.28% | +14.71% |
| 1985 |
+24.20% | +29.02% |
| 1984 |
+12.71% | +5.39% |
| 1983 |
+19.51% | +18.30% |
| 1982 |
+24.41% | +23.16% |
| 1981 |
+3.76% | -0.76% |
| 1980 |
+20.13% | +25.59% |
| 1979 |
+21.82% | +19.52% |
| 1978 |
+6.65% | +6.63% |
| 1977 |
+6.70% | -2.26% |
| 1976 |
+29.26% | +23.29% |
| 1975 |
+21.49% | +30.20% |
| 1974 |
-14.51% | -19.44% |
| 1973 |
-9.74% | -12.52% |
| 1972 |
+9.45% | +13.90% |