Roger Gibson Talmud vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The Roger Gibson Talmud Portfolio obtained a 8.20% compound annual return, with a 10.85% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.04% compound annual return, with a 11.77% standard deviation, in the last 30 Years.

Summary

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Roger Gibson Talmud Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 66.67% 75%
Fixed Income 33.33% 25%
Commodities 0% 0%
30 Years Stats Return +8.20% +9.04%
Std Dev 10.85% 11.77%
Max Drawdown -40.17% -38.53%
All time Stats
(Since Jan 1928)
Return +7.77% +9.02%
Std Dev 12.36% 14.21%
Max Drawdown -57.05% -72.36%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1928

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1M 6M 1Y 5Y 10Y 30Y MAX
Roger Gibson Talmud Portfolio +1.99 +7.42 +11.88 +6.52 +6.72 +8.20 +7.77
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +9.04 +9.02
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Roger Gibson Talmud Portfolio: an investment of 1$, since March 1994, now would be worth 10.63$, with a total return of 962.98% (8.20% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 1994, now would be worth 13.40$, with a total return of 1240.41% (9.04% annualized).

Roger Gibson Talmud Portfolio: an investment of 1$, since January 1928, now would be worth 1332.83$, with a total return of 133183.30% (7.77% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1928, now would be worth 4051.75$, with a total return of 405074.67% (9.02% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Roger Gibson Talmud Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-40.17% Jun 2007 Feb 2009 (21) Oct 2010 (41) 17.05
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-22.88% Jan 2022 Sep 2022 (9) In progress (26) 14.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-15.16% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.94
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-10.50% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.43
-10.43% Jul 1998 Aug 1998 (2) Dec 1998 (6) 5.05
-8.26% Apr 2002 Oct 2002 (7) May 2003 (14) 5.13
-7.57% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.56
-7.27% Mar 1994 Nov 1994 (9) Apr 1995 (14) 3.98
-6.69% Apr 2004 Apr 2004 (1) Aug 2004 (5) 3.63
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-5.69% Apr 2015 Aug 2015 (5) Mar 2016 (12) 3.12
-5.08% Feb 2001 Mar 2001 (2) Jun 2001 (5) 2.68

Drawdown comparison chart since January 1928.

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Roger Gibson Talmud Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-72.36% Sep 1929 May 1932 (33) Jan 1937 (89) 41.50
-57.05% Sep 1929 May 1932 (33) Jan 1937 (89) 28.90
-40.17% Jun 2007 Feb 2009 (21) Oct 2010 (41) 17.05
-39.03% Mar 1937 Mar 1938 (13) Mar 1943 (73) 18.47
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-34.54% Jan 1973 Sep 1974 (21) Jan 1976 (37) 16.02
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-29.48% Aug 1937 Mar 1938 (8) Feb 1943 (67) 12.56
-25.53% Dec 1972 Sep 1974 (22) Jan 1976 (38) 11.81
-23.27% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.31
-23.08% Dec 1968 Jun 1970 (19) Feb 1971 (27) 11.21
-22.88% Jan 2022 Sep 2022 (9) In progress (26) 14.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-16.39% Jan 1962 Jun 1962 (6) Apr 1963 (16) 8.41
-16.21% Jun 1946 Nov 1946 (6) Oct 1949 (41) 10.11
-15.52% Sep 1987 Nov 1987 (3) Jan 1989 (17) 6.69
-15.49% Dec 1968 Jun 1970 (19) Nov 1970 (24) 6.74
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-15.16% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.94
-13.02% Dec 1961 Jun 1962 (7) Jan 1963 (14) 6.37

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.59%
-1.37%
+4.47%
0.00%
2023
+14.42%
-9.16%
+20.89%
-8.11%
2022
-19.62%
-22.88%
-17.91%
-22.24%
2021
+21.44%
-3.93%
+18.79%
-3.72%
2020
+8.02%
-15.16%
+17.70%
-15.46%
2019
+22.79%
-1.65%
+25.21%
-4.59%
2018
-3.78%
-7.57%
-3.94%
-10.58%
2017
+9.90%
-0.80%
+16.80%
0.00%
2016
+7.99%
-4.84%
+10.25%
-3.99%
2015
+1.11%
-5.69%
+0.41%
-6.60%
2014
+16.24%
-3.05%
+10.86%
-1.99%
2013
+11.22%
-4.74%
+24.56%
-2.57%
2012
+12.41%
-3.41%
+13.13%
-4.80%
2011
+5.83%
-10.50%
+2.71%
-12.27%
2010
+17.33%
-7.24%
+14.62%
-9.46%
2009
+20.87%
-18.28%
+22.58%
-13.96%
2008
-22.37%
-28.90%
-26.02%
-28.15%
2007
-1.40%
-7.11%
+5.76%
-3.89%
2006
+18.42%
-3.01%
+12.84%
-2.48%
2005
+6.88%
-3.47%
+5.33%
-3.14%
2004
+15.93%
-6.69%
+10.65%
-2.89%
2003
+23.46%
-1.81%
+24.06%
-2.85%
2002
-2.82%
-8.26%
-13.29%
-18.79%
2001
+3.27%
-5.08%
-6.12%
-16.19%
2000
+9.05%
-4.13%
-5.08%
-11.10%
1999
+6.34%
-4.64%
+17.67%
-4.79%
1998
+5.18%
-10.43%
+19.59%
-13.02%
1997
+19.74%
-1.89%
+25.61%
-3.67%
1996
+19.46%
-1.65%
+16.62%
-4.42%
1995
+22.03%
-0.94%
+31.38%
-0.57%
1994
-3.74%
-8.67%
-0.79%
-6.83%
1993
+13.33%
-2.90%
+10.39%
-1.89%
1992
+10.28%
-1.73%
+8.62%
-1.93%
1991
+27.78%
-2.56%
+28.11%
-3.49%
1990
-4.26%
-10.14%
-2.40%
-11.23%
1989
+16.87%
-1.33%
+24.50%
-1.72%
1988
+12.71%
-1.50%
+14.83%
-2.69%
1987
+0.17%
-15.52%
+2.34%
-23.27%
1986
+16.28%
-3.57%
+14.71%
-6.46%
1985
+24.20%
-2.28%
+29.02%
-3.12%
1984
+12.71%
-4.02%
+5.39%
-7.49%
1983
+19.51%
-2.63%
+18.30%
-2.99%
1982
+24.41%
-3.38%
+23.16%
-6.05%
1981
+3.76%
-8.59%
-0.76%
-10.31%
1980
+20.13%
-9.71%
+25.59%
-10.43%
1979
+21.82%
-8.78%
+19.52%
-6.87%
1978
+6.65%
-7.13%
+6.63%
-9.36%
1977
+6.70%
-1.95%
-2.26%
-6.16%
1976
+29.26%
-1.67%
+23.29%
-1.55%
1975
+21.49%
-7.79%
+30.20%
-9.59%
1974
-14.51%
-20.06%
-19.44%
-25.55%
1973
-9.74%
-10.13%
-12.52%
-13.38%
1972
+9.45%
-2.27%
+13.90%
-1.83%
1971
+10.45%
-6.96%
+15.59%
-6.04%
1970
+10.08%
-12.17%
+7.90%
-13.78%
1969
-1.80%
-6.18%
-8.24%
-9.08%
1968
+6.81%
-3.69%
+10.76%
-3.48%
1967
+9.72%
-3.90%
+20.41%
-3.58%
1966
-0.84%
-8.95%
-5.30%
-11.58%
1965
+5.52%
-3.72%
+10.83%
-3.46%
1964
+7.19%
-1.30%
+13.27%
-1.00%
1963
+8.31%
-2.46%
+16.27%
-2.14%
1962
-1.20%
-12.80%
-5.79%
-16.39%
1961
+9.75%
-2.91%
+20.54%
-2.28%
1960
+4.91%
-4.48%
+3.95%
-5.07%
1959
+3.73%
-4.97%
+9.16%
-4.50%
1958
+14.22%
-2.11%
+32.90%
-1.07%
1957
+0.45%
-7.30%
-5.31%
-9.67%
1956
+2.62%
-6.16%
+5.99%
-5.92%
1955
+8.32%
-3.92%
+19.10%
-2.31%
1954
+18.11%
-3.79%
+38.65%
-2.55%
1953
+5.28%
-3.00%
+1.41%
-5.97%
1952
+6.76%
-3.14%
+10.77%
-2.90%
1951
+8.95%
-5.14%
+15.57%
-4.75%
1950
+11.28%
-4.60%
+22.71%
-4.16%
1949
+8.15%
-4.52%
+16.07%
-3.13%
1948
+2.34%
-7.33%
+2.42%
-8.23%
1947
+8.22%
-2.39%
+2.77%
-4.75%
1946
+6.18%
-10.61%
-4.52%
-16.21%
1945
+18.38%
-3.34%
+29.94%
-2.98%
1944
+13.36%
-1.14%
+16.49%
-1.16%
1943
+13.94%
-7.79%
+21.54%
-6.35%
1942
+7.12%
-9.40%
+12.87%
-9.29%
1941
-5.41%
-8.93%
-7.01%
-10.12%
1940
+0.15%
-15.43%
-4.30%
-17.69%
1939
+1.38%
-9.87%
+2.53%
-10.97%
1938
+10.63%
-18.12%
+22.38%
-19.10%
1937
-10.14%
-17.27%
-25.67%
-29.12%
1936
+13.80%
-5.89%
+26.37%
-5.59%
1935
+19.99%
-8.97%
+35.70%
-6.99%
1934
+4.17%
-10.97%
+3.55%
-13.03%
1933
+18.79%
-17.83%
+43.64%
-14.92%
1932
-2.29%
-28.97%
-3.42%
-32.87%
1931
-18.11%
-28.11%
-33.61%
-41.46%
1930
-8.30%
-19.91%
-19.33%
-29.09%
1929
-3.04%
-22.74%
-7.41%
-26.56%
1928
+13.08%
-4.68%
+28.78%
-3.26%