Last Update: 31 July 2022
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.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% standard deviation, in the last 30 Years.
Summary
JL Collins Simple Path to Wealth Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
---|---|---|---|
Risk | High | High | |
Asset Allocation | Stocks | 75% | 71% |
Fixed Income | 25% | 29% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +8.98% | +8.67% |
Std Dev | 11.33% | 11.30% | |
Max Drawdown | -38.53% | -41.80% |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
JL Collins Simple Path to Wealth Portfolio | +7.43 | -7.86 | -7.84 | +9.55 | +10.58 | +8.98 | +8.92 |
Burton Malkiel Late Sixties and Beyond Portfolio | +5.34 | -8.48 | -8.70 | +6.30 | +7.49 | +8.67 | +8.59 |
Capital Growth as of Jul 31, 2022
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).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% 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).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
JL Collins Simple Path to Wealth Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-41.80% | Nov 2007 | Feb 2009 | |||
-38.53% | Nov 2007 | Feb 2009 | |||
-30.50% | Sep 2000 | Sep 2002 | |||
-18.58% | Jan 2022 | Jun 2022 | |||
-16.89% | Jan 2022 | Jun 2022 | |||
-16.82% | Jan 2020 | Mar 2020 | |||
-16.48% | May 1998 | Aug 1998 | |||
-15.46% | Feb 2020 | Mar 2020 | |||
-13.38% | May 2011 | Sep 2011 | |||
-13.02% | Jul 1998 | Aug 1998 | |||
-12.27% | May 2011 | Sep 2011 | |||
-12.20% | May 2002 | Sep 2002 | |||
-10.58% | Oct 2018 | Dec 2018 | |||
-9.27% | Feb 2001 | Sep 2001 | |||
-8.08% | Feb 2018 | Dec 2018 | |||
-7.72% | Mar 2015 | Sep 2015 | |||
-7.20% | Feb 1994 | Mar 1994 | |||
-7.04% | Apr 2004 | Apr 2004 | |||
-6.83% | Feb 1994 | Jun 1994 | |||
-6.60% | Jun 2015 | Sep 2015 |
Drawdown comparison chart since January 1992.
JL Collins Simple Path to Wealth Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-41.80% | Nov 2007 | Feb 2009 | |||
-38.53% | Nov 2007 | Feb 2009 | |||
-30.50% | Sep 2000 | Sep 2002 | |||
-18.58% | Jan 2022 | Jun 2022 | |||
-16.89% | Jan 2022 | Jun 2022 | |||
-16.82% | Jan 2020 | Mar 2020 | |||
-16.48% | May 1998 | Aug 1998 | |||
-15.46% | Feb 2020 | Mar 2020 | |||
-13.38% | May 2011 | Sep 2011 | |||
-13.02% | Jul 1998 | Aug 1998 | |||
-12.27% | May 2011 | Sep 2011 | |||
-12.20% | May 2002 | Sep 2002 | |||
-10.58% | Oct 2018 | Dec 2018 | |||
-9.27% | Feb 2001 | Sep 2001 | |||
-8.08% | Feb 2018 | Dec 2018 | |||
-7.72% | Mar 2015 | Sep 2015 | |||
-7.20% | Feb 1994 | Mar 1994 | |||
-7.04% | Apr 2004 | Apr 2004 | |||
-6.83% | Feb 1994 | Jun 1994 | |||
-6.60% | Jun 2015 | Sep 2015 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
Year | JL Collins Simple Path to Wealth Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
---|---|---|
2022 |
-12.53% | -12.46% |
2021 |
+18.79% | +15.40% |
2020 |
+17.70% | +10.03% |
2019 |
+25.21% | +22.55% |
2018 |
-3.94% | -5.90% |
2017 |
+16.80% | +16.49% |
2016 |
+10.25% | +8.48% |
2015 |
+0.41% | -1.63% |
2014 |
+10.86% | +9.01% |
2013 |
+24.56% | +12.49% |
2012 |
+13.13% | +14.20% |
2011 |
+2.71% | +1.01% |
2010 |
+14.62% | +14.47% |
2009 |
+22.58% | +25.30% |
2008 |
-26.02% | -26.02% |
2007 |
+5.76% | +5.18% |
2006 |
+12.84% | +20.06% |
2005 |
+5.33% | +9.86% |
2004 |
+10.65% | +14.78% |
2003 |
+24.06% | +29.73% |
2002 |
-13.29% | -5.70% |
2001 |
-6.12% | +5.85% |
2000 |
-5.08% | +2.46% |
1999 |
+17.67% | +12.48% |
1998 |
+19.59% | +5.92% |
1997 |
+25.61% | +15.13% |
1996 |
+16.62% | +18.95% |
1995 |
+31.38% | +20.20% |
1994 |
-0.79% | -3.17% |
1993 |
+10.39% | +23.51% |
1992 |
+8.62% | +4.84% |