Last Update: 31 March 2024
The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 12.46% compound annual return, with a 18.97% standard deviation, in the last 10 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.64% compound annual return, with a 12.10% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 60/40 2x Leveraged Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +12.46% | +9.64% |
| Std Dev | 18.97% | 12.10% | |
| Max Drawdown | -39.53% | -22.24% | |
| All time Stats (Since Mar 2010) |
Return | +15.49% | +10.80% |
| Std Dev | 17.71% | 11.68% | |
| Max Drawdown | -39.53% | -22.24% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 2x Leveraged Portfolio | +4.44 | +30.31 | +27.89 | +12.07 | +12.46 | +15.49 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +10.80 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 3.24$, with a total return of 223.69%
(12.46% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 2014, now would be worth 2.51$, with a total return of 150.92% (9.64% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 2014, now would be worth 2.51$, with a total return of 150.92% (9.64% annualized).
Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 7.60$, with a total return of 659.79%
(15.49% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 2010, now would be worth 4.24$, with a total return of 323.85% (10.80% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 2010, now would be worth 4.24$, with a total return of 323.85% (10.80% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 60/40 2x Leveraged 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 |
| -39.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.36 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -18.11% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.39 | |||||
| -15.62% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 7.17 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -9.46% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 5.05 | |||||
| -9.19% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 5.67 | |||||
| -8.27% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 4.65 | |||||
| -7.42% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 4.28 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.52% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.77 | |||||
| -4.59% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.65 | |||||
| -4.38% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.78 | |||||
| -4.25% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.52 | |||||
| -4.20% | Aug 2016 | Oct 2016 (3) | Jan 2017 (6) | 2.11 | |||||
| -3.72% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.15 | |||||
| -2.67% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.54 | |||||
| -2.27% | Jan 2021 | Jan 2021 (1) | Mar 2021 (3) | 1.24 | |||||
| -1.97% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.14 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Stocks/Bonds 60/40 2x Leveraged 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 |
| -39.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.36 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -18.11% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.39 | |||||
| -15.62% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 7.17 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -11.64% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 6.52 | |||||
| -11.21% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.75 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -9.51% | May 2010 | Jun 2010 (2) | Oct 2010 (6) | 5.41 | |||||
| -9.46% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 5.05 | |||||
| -9.19% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 5.67 | |||||
| -8.27% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 4.65 | |||||
| -7.42% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 4.28 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.52% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.77 | |||||
| -5.28% | May 2012 | May 2012 (1) | Jul 2012 (3) | 2.75 | |||||
| -5.13% | Aug 2013 | Aug 2013 (1) | Sep 2013 (2) | 2.96 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.59% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.65 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+9.95%
|
0.00% |
+7.00%
|
0.00% |
| 2023 |
+28.05%
|
-16.05% |
+20.89%
|
-8.11% |
| 2022 |
-35.46%
|
-39.53% |
-17.91%
|
-22.24% |
| 2021 |
+33.12%
|
-7.42% |
+18.79%
|
-3.72% |
| 2020 |
+20.45%
|
-18.11% |
+17.70%
|
-15.46% |
| 2019 |
+43.41%
|
-6.52% |
+25.21%
|
-4.59% |
| 2018 |
-9.21%
|
-15.62% |
-3.94%
|
-10.58% |
| 2017 |
+27.89%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+13.14%
|
-4.20% |
+10.25%
|
-3.99% |
| 2015 |
+0.05%
|
-9.46% |
+0.41%
|
-6.60% |
| 2014 |
+22.38%
|
-2.67% |
+10.86%
|
-1.99% |
| 2013 |
+37.26%
|
-5.13% |
+24.56%
|
-2.57% |
| 2012 |
+21.30%
|
-5.28% |
+13.13%
|
-4.80% |
| 2011 |
+10.55%
|
-11.21% |
+2.71%
|
-12.27% |
