Last Update: 31 March 2024
The Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.98% compound annual return, with a 9.57% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.27% compound annual return, with a 11.74% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 60/40 Momentum Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +9.98% | +9.27% |
| Std Dev | 9.57% | 11.74% | |
| Max Drawdown | -32.52% | -38.53% | |
| All time Stats (Since Jan 1982) |
Return | +11.24% | +10.53% |
| Std Dev | 9.89% | 11.88% | |
| Max Drawdown | -32.52% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1982
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Momentum Portfolio | +2.17 | +22.75 | +21.53 | +7.57 | +8.75 | +9.98 | +11.24 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +10.53 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since April 1994,
now would be worth 17.36$, with a total return of 1635.93%
(9.98% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982,
now would be worth 90.04$, with a total return of 8904.44%
(11.24% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1982, now would be worth 68.75$, with a total return of 6774.84% (10.53% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1982, now would be worth 68.75$, with a total return of 6774.84% (10.53% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 60/40 Momentum 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 |
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.78% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 3.54 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -5.20% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.87 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.79% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.59 | |||||
| -4.61% | Aug 2015 | Sep 2015 (2) | Mar 2016 (8) | 2.30 | |||||
Drawdown comparison chart since January 1982.
Swipe left to see all data
|
Stocks/Bonds 60/40 Momentum 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 |
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -20.08% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 11.04 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -11.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.01 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -8.53% | Jul 1983 | May 1984 (11) | Aug 1984 (14) | 4.10 | |||||
| -7.66% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.58 | |||||
| -7.54% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 3.90 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.83% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.81 | |||||
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 |
+11.43%
|
0.00% |
+7.00%
|
0.00% |
| 2023 |
+7.66%
|
-5.48% |
+20.89%
|
-8.11% |
| 2022 |
-16.20%
|
-21.97% |
-17.91%
|
-22.24% |
| 2021 |
+7.27%
|
-2.88% |
+18.79%
|
-3.72% |
| 2020 |
+20.99%
|
-10.73% |
+17.70%
|
-15.46% |
| 2019 |
+19.89%
|
-0.92% |
+25.21%
|
-4.59% |
| 2018 |
-1.04%
|
-9.29% |
-3.94%
|
-10.58% |
| 2017 |
+23.93%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+4.01%
|
-3.57% |
+10.25%
|
-3.99% |
| 2015 |
+5.58%
|
-4.61% |
+0.41%
|
-6.60% |
| 2014 |
+11.10%
|
-2.40% |
+10.86%
|
-1.99% |
| 2013 |
+19.91%
|
-2.13% |
+24.56%
|
-2.57% |
| 2012 |
+10.22%
|
-3.51% |
+13.13%
|
-4.80% |
| 2011 |
+6.73%
|
-7.14% |
+2.71%
|
-12.27% |
| 2010 |
+13.29%
|
-6.43% |
+14.62%
|
-9.46% |
| 2009 |
+11.92%
|
-12.79% |
+22.58%
|
-13.96% |
| 2008 |
-21.83%
|
-24.08% |
-26.02%
|
-28.15% |
| 2007 |
+13.35%
|
-1.41% |
+5.76%
|
-3.89% |
| 2006 |
+8.04%
|
-2.23% |
+12.84%
|
-2.48% |
| 2005 |
+12.44%
|
-0.99% |
+5.33%
|
-3.14% |
| 2004 |
+11.72%
|
-2.06% |
+10.65%
|
-2.89% |
| 2003 |
+17.18%
|
-1.95% |
+24.06%
|
-2.85% |
| 2002 |
-4.07%
|
-11.25% |
-13.29%
|
-18.79% |
| 2001 |
-7.04%
|
-13.57% |
-6.12%
|
-16.19% |
| 2000 |
-1.21%
|
-6.50% |
-5.08%
|
-11.10% |
| 1999 |
+23.95%
|
-1.65% |
+17.67%
|
-4.79% |
| 1998 |
+32.69%
|
-6.78% |
+19.59%
|
-13.02% |
| 1997 |
+25.89%
|
-3.48% |
+25.61%
|
-3.67% |
| 1996 |
+19.33%
|
-2.32% |
+16.62%
|
-4.42% |
| 1995 |
+32.67%
|
0.00% |
+31.38%
|
-0.57% |
| 1994 |
-1.72%
|
-6.35% |
-0.79%
|
-6.83% |
| 1993 |
+11.81%
|
-0.99% |
+10.39%
|
-1.89% |
| 1992 |
+5.45%
|
-2.52% |
+8.62%
|
-1.93% |
| 1991 |
+28.24%
|
-2.57% |
+28.11%
|
-3.49% |
| 1990 |
+4.36%
|
-7.66% |
-2.40%
|
-11.23% |
| 1989 |
+31.11%
|
-1.20% |
+24.50%
|
-1.72% |
| 1988 |
+7.18%
|
-3.36% |
+14.83%
|
-2.69% |
| 1987 |
+2.02%
|
-20.08% |
+2.34%
|
-23.27% |
| 1986 |
+19.66%
|
-5.55% |
+14.71%
|
-6.46% |
| 1985 |
+28.33%
|
-1.52% |
+29.02%
|
-3.12% |
| 1984 |
+5.51%
|
-7.11% |
+5.39%
|
-7.49% |
| 1983 |
+12.26%
|
-3.09% |
+18.30%
|
-2.99% |
| 1982 |
+30.72%
|
-2.23% |
+23.16%
|
-6.05% |
