Last Update: 31 July 2022

The Stocks/Bonds 60/40 ESG Portfolio obtained a 6.78% compound annual return, with a 11.11% standard deviation, in the last 15 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 8.18% compound annual return, with a 12.30% standard deviation, in the last 15 Years.

Summary

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Stocks/Bonds 60/40 ESG Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 60% 75%
Fixed Income 40% 25%
Commodities 0% 0%
15 Years Stats Return +6.78% +8.18%
Std Dev 11.11% 12.30%
Max Drawdown -32.78% -38.53%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from September 2005

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 ESG Portfolio +6.48 -8.51 -9.33 +6.70 +8.24 +7.20
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.32
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since August 2007, now would be worth 2674.58$, with a total return of 167.46% (6.78% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 2007, now would be worth 3253.40$, with a total return of 225.34% (8.18% annualized).

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since September 2005, now would be worth 3243.81$, with a total return of 224.38% (7.20% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since September 2005, now would be worth 3865.98$, with a total return of 286.60% (8.32% annualized).

Drawdowns

Drawdown comparison chart since July 2007.

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Stocks/Bonds 60/40 ESG Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-32.78% Nov 2007 Feb 2009
-18.58% Jan 2022 Jun 2022
-18.48% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.77% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-7.23% May 2010 Jun 2010
-6.60% Jun 2015 Sep 2015
-4.80% Apr 2012 May 2012
-4.59% May 2019 May 2019
-4.38% Feb 2018 Mar 2018
-4.25% Sep 2020 Oct 2020
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021
-3.72% Sep 2021 Sep 2021

Drawdown comparison chart since September 2005.

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Stocks/Bonds 60/40 ESG Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-32.78% Nov 2007 Feb 2009
-18.58% Jan 2022 Jun 2022
-18.48% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.77% May 2011 Sep 2011
-12.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-7.23% May 2010 Jun 2010
-6.60% Jun 2015 Sep 2015
-4.80% Apr 2012 May 2012
-4.59% May 2019 May 2019
-4.38% Feb 2018 Mar 2018
-4.25% Sep 2020 Oct 2020
-3.89% Jun 2007 Jul 2007
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from September 2005.

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Year Stocks/Bonds 60/40 ESG Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-13.20% -12.53%
2021
+14.84% +18.79%
2020
+18.27% +17.70%
2019
+23.31% +25.21%
2018
-9.29% -3.94%
2017
+9.32% +16.80%
2016
+8.09% +10.25%
2015
+1.04% +0.41%
2014
+7.55% +10.86%
2013
+22.59% +24.56%
2012
+13.87% +13.13%
2011
-1.55% +2.71%
2010
+15.13% +14.62%
2009
+30.34% +22.58%
2008
-23.95% -26.02%
2007
+7.02% +5.76%
2006
+12.43% +12.84%
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