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 Roger Gibson Talmud Portfolio obtained a 8.67% compound annual return, with a 10.35% standard deviation, in the last 30 Years.

Summary

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JL Collins Simple Path to Wealth Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 75% 66.67%
Fixed Income 25% 33.33%
Commodities 0% 0%
30 Years Stats Return +8.98% +8.67%
Std Dev 11.33% 10.35%
Max Drawdown -38.53% -40.17%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1972

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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 +9.80
Roger Gibson Talmud Portfolio +6.59 -6.82 -6.58 +7.22 +7.99 +8.67 +9.81
(*) Returns over 1 year are annualized

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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since August 1992, now would be worth 12119.52$, with a total return of 1111.95% (8.67% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1972, now would be worth 113297.93$, with a total return of 11229.79% (9.80% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1972, now would be worth 113947.42$, with a total return of 11294.74% (9.81% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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JL Collins Simple Path to Wealth Portfolio
Roger Gibson Talmud 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
-18.58% Jan 2022 Jun 2022
-17.40% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-15.16% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-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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JL Collins Simple Path to Wealth Portfolio
Roger Gibson Talmud 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
-18.58% Jan 2022 Jun 2022
-17.40% Jan 2022 Jun 2022
-15.52% Sep 1987 Nov 1987
-15.46% Feb 2020 Mar 2020
-15.16% Feb 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.27% May 2011 Sep 2011
-11.23% Jun 1990 Oct 1990
-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 JL Collins Simple Path to Wealth Portfolio Roger Gibson Talmud Portfolio
2022
-12.53% -11.96%
2021
+18.79% +21.44%
2020
+17.70% +8.02%
2019
+25.21% +22.79%
2018
-3.94% -3.78%
2017
+16.80% +9.90%
2016
+10.25% +7.99%
2015
+0.41% +1.11%
2014
+10.86% +16.24%
2013
+24.56% +11.22%
2012
+13.13% +12.41%
2011
+2.71% +5.83%
2010
+14.62% +17.33%
2009
+22.58% +20.87%
2008
-26.02% -22.37%
2007
+5.76% -1.40%
2006
+12.84% +18.42%
2005
+5.33% +6.88%
2004
+10.65% +15.93%
2003
+24.06% +23.46%
2002
-13.29% -2.82%
2001
-6.12% +3.27%
2000
-5.08% +9.05%
1999
+17.67% +6.34%
1998
+19.59% +5.18%
1997
+25.61% +19.74%
1996
+16.62% +19.46%
1995
+31.38% +22.03%
1994
-0.79% -3.74%
1993
+10.39% +13.33%
1992
+8.62% +10.28%
1991
+28.11% +27.78%
1990
-2.40% -4.26%
1989
+24.50% +16.87%
1988
+14.83% +12.71%
1987
+2.34% +0.17%
1986
+14.71% +16.28%
1985
+29.02% +24.20%
1984
+5.39% +12.71%
1983
+18.30% +19.51%
1982
+23.16% +24.41%
1981
-0.76% +3.76%
1980
+25.59% +20.13%
1979
+19.52% +21.82%
1978
+6.63% +6.65%
1977
-2.26% +6.70%
1976
+23.29% +29.26%
1975
+30.20% +21.49%
1974
-19.44% -14.51%
1973
-12.52% -9.74%
1972
+13.90% +9.45%
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