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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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