Last Update: 31 December 2022
The Stocks/Bonds 60/40 Portfolio obtained a 7.87% compound annual return, with a 9.40% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 8.57% compound annual return, with a 11.55% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 60/40 Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.87% | +8.57% |
| Std Dev | 9.40% | 11.55% | |
| Max Drawdown | -30.55% | -38.53% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1871
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| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Portfolio | -3.80 | -0.03 | -16.95 | +5.40 | +7.82 | +7.87 | +7.60 |
| JL Collins Simple Path to Wealth Portfolio | -4.57 | +0.82 | -17.91 | +6.66 | +9.44 | +8.57 | +8.19 |
(*) Returns over 1 year are annualized
Capital Growth as of Dec 31, 2022
Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1993, now would be worth 9710.81$, with a total return of 871.08% (7.87% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1993, now would be worth 11770.77$, with a total return of 1077.08% (8.57% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1871, now would be worth 68588700.33$, with a total return of 6858770.03% (7.60% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1871, now would be worth 157952915.81$, with a total return of 15795191.58% (8.19% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
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Stocks/Bonds 60/40 Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.55% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -21.56% | Sep 2000 | Sep 2002 | |||
| -20.69% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.29% | Feb 2020 | Mar 2020 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.18% | Jul 1998 | Aug 1998 | |||
| -9.00% | May 2011 | Sep 2011 | |||
| -8.38% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -6.47% | Feb 1994 | Jun 1994 | |||
| -5.35% | Apr 2000 | May 2000 | |||
| -5.24% | Jun 2015 | Sep 2015 | |||
Drawdown comparison chart since January 1871.
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Stocks/Bonds 60/40 Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -72.36% | Sep 1929 | May 1932 | |||
| -62.03% | Sep 1929 | May 1932 | |||
| -39.03% | Mar 1937 | Mar 1938 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -34.54% | Jan 1973 | Sep 1974 | |||
| -31.73% | Mar 1937 | Mar 1938 | |||
| -30.55% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -27.28% | Jan 1973 | Sep 1974 | |||
| -24.84% | Apr 1876 | Jun 1877 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -23.08% | Dec 1968 | Jun 1970 | |||
| -22.56% | Oct 1906 | Nov 1907 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -21.56% | Sep 2000 | Sep 2002 | |||
| -20.69% | Jan 2022 | Sep 2022 | |||
| -20.33% | Feb 1893 | Aug 1893 | |||
| -20.28% | Oct 1902 | Oct 1903 | |||
| -19.17% | Sep 1987 | Nov 1987 | |||
| -18.96% | Apr 1876 | Jun 1877 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1871.
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| Year | Stocks/Bonds 60/40 Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-16.95% | -17.91% |
| 2021 |
+14.66% | +18.79% |
| 2020 |
+15.70% | +17.70% |
| 2019 |
+21.94% | +25.21% |
| 2018 |
-3.17% | -3.94% |
| 2017 |
+14.15% | +16.80% |
| 2016 |
+8.71% | +10.25% |
| 2015 |
+0.44% | +0.41% |
| 2014 |
+9.85% | +10.86% |
| 2013 |
+19.23% | +24.56% |
| 2012 |
+11.13% | +13.13% |
| 2011 |
+3.75% | +2.71% |
| 2010 |
+12.93% | +14.62% |
| 2009 |
+18.79% | +22.58% |
| 2008 |
-19.44% | -26.02% |
| 2007 |
+5.99% | +5.76% |
| 2006 |
+11.12% | +12.84% |
| 2005 |
+4.74% | +5.33% |
| 2004 |
+9.37% | +10.65% |
| 2003 |
+20.04% | +24.06% |
| 2002 |
-8.98% | -13.29% |
| 2001 |
-3.21% | -6.12% |
| 2000 |
-1.79% | -5.08% |
| 1999 |
+13.98% | +17.67% |
| 1998 |
+17.39% | +19.59% |
| 1997 |
+22.37% | +25.61% |
| 1996 |
+14.01% | +16.62% |
| 1995 |
+28.74% | +31.38% |
| 1994 |
-1.16% | -0.79% |
| 1993 |
+10.25% | +10.39% |
| 1992 |
+8.32% | +8.62% |
| 1991 |
+25.53% | +28.11% |
| 1990 |
-0.19% | -2.40% |
| 1989 |
+22.33% | +24.50% |
| 1988 |
+13.33% | +14.83% |
| 1987 |
+2.18% | +2.34% |
| 1986 |
+14.79% | +14.71% |
| 1985 |
+27.66% | +29.02% |
| 1984 |
+7.32% | +5.39% |
| 1983 |
+15.69% | +18.30% |
| 1982 |
+24.75% | +23.16% |
| 1981 |
+1.27% | -0.76% |
| 1980 |
+21.05% | +25.59% |
| 1979 |
+16.69% | +19.52% |
| 1978 |
+5.53% | +6.63% |
| 1977 |
-1.60% | -2.26% |
| 1976 |
+21.38% | +23.29% |
| 1975 |
+25.64% | +30.20% |
| 1974 |
-14.41% | -19.44% |
| 1973 |
-9.12% | -12.52% |
| 1972 |
+11.66% | +13.90% |
| 1971 |
+14.37% | +15.59% |
| 1970 |
+9.77% | +7.90% |
| 1969 |
-7.02% | -8.24% |
| 1968 |
+9.19% | +10.76% |
| 1967 |
+16.22% | +20.41% |
| 1966 |
-3.25% | -5.30% |
| 1965 |
+8.81% | +10.83% |
| 1964 |
+11.40% | +13.27% |
| 1963 |
+13.34% | +16.27% |
| 1962 |
-3.49% | -5.79% |
| 1961 |
+16.69% | +20.54% |
| 1960 |
+5.77% | +3.95% |
| 1959 |
+6.99% | +9.16% |
| 1958 |
+25.76% | +32.90% |
| 1957 |
-2.53% | -5.31% |
| 1956 |
+4.48% | +5.99% |
| 1955 |
+15.12% | +19.10% |
| 1954 |
+31.48% | +38.65% |
| 1953 |
+1.85% | +1.41% |
| 1952 |
+9.07% | +10.77% |
| 1951 |
+12.47% | +15.57% |
| 1950 |
+18.15% | +22.71% |
| 1949 |
+13.74% | +16.07% |
| 1948 |
+2.46% | +2.42% |
| 1947 |
+2.12% | +2.77% |
| 1946 |
-3.48% | -4.52% |
| 1945 |
+24.98% | +29.94% |
| 1944 |
+13.65% | +16.49% |
| 1943 |
+17.73% | +21.54% |
| 1942 |
+10.55% | +12.87% |
| 1941 |
-5.16% | -7.01% |
| 1940 |
-2.58% | -4.30% |
| 1939 |
+2.64% | +2.53% |
| 1938 |
+18.78% | +22.38% |
| 1937 |
-20.16% | -25.67% |
| 1936 |
+22.00% | +26.37% |
| 1935 |
+29.34% | +35.70% |
| 1934 |
+4.30% | +3.55% |
| 1933 |
+35.51% | +43.64% |
| 1932 |
-0.28% | -3.42% |
| 1931 |
-27.30% | -33.61% |
| 1930 |
-13.91% | -19.33% |
| 1929 |
-5.08% | -7.41% |
| 1928 |
+22.84% | +28.78% |
| 1927 |
+22.12% | +26.32% |
| 1926 |
+8.76% | +9.77% |
| 1925 |
+16.74% | +20.13% |
| 1924 |
+19.37% | +22.24% |
| 1923 |
+4.71% | +4.96% |
| 1922 |
+19.63% | +23.16% |
| 1921 |
+11.31% | +10.85% |
| 1920 |
-8.32% | -10.45% |
| 1919 |
+12.66% | +15.27% |
| 1918 |
+12.74% | +14.77% |
| 1917 |
-11.87% | -14.41% |
| 1916 |
+6.29% | +6.95% |
| 1915 |
+21.19% | +24.93% |
| 1914 |
-0.68% | -2.47% |
| 1913 |
-1.31% | -2.61% |
| 1912 |
+4.90% | +5.73% |
| 1911 |
+3.72% | +3.63% |
| 1910 |
-0.39% | -1.54% |
| 1909 |
+10.23% | +12.43% |
| 1908 |
+28.22% | +32.43% |
| 1907 |
-14.66% | -18.25% |
| 1906 |
+0.65% | +0.63% |
| 1905 |
+13.00% | +16.09% |
| 1904 |
+21.60% | +25.55% |
| 1903 |
-9.42% | -12.31% |
| 1902 |
+5.32% | +6.41% |
| 1901 |
+12.37% | +15.01% |
| 1900 |
+14.00% | +16.53% |
| 1899 |
+2.03% | +2.63% |
| 1898 |
+19.40% | +23.09% |
| 1897 |
+14.52% | +16.69% |
| 1896 |
+3.55% | +3.42% |
| 1895 |
+2.99% | +3.72% |
| 1894 |
+4.58% | +4.21% |
| 1893 |
-9.41% | -12.95% |
| 1892 |
+4.50% | +5.09% |
| 1891 |
+13.47% | +15.48% |
| 1890 |
-3.23% | -4.34% |
| 1889 |
+5.21% | +5.90% |
| 1888 |
+4.16% | +3.83% |
| 1887 |
+0.17% | -0.16% |
| 1886 |
+7.45% | +9.13% |
| 1885 |
+20.12% | +23.82% |
| 1884 |
-5.85% | -8.30% |
| 1883 |
-1.59% | -3.07% |
| 1882 |
+3.39% | +3.46% |
| 1881 |
+1.51% | +1.01% |
| 1880 |
+18.01% | +21.20% |
| 1879 |
+30.75% | +37.70% |
| 1878 |
+12.34% | +13.81% |
| 1877 |
+0.79% | +0.08% |
| 1876 |
-5.64% | -8.84% |
| 1875 |
+5.80% | +5.63% |
| 1874 |
+8.29% | +6.93% |
| 1873 |
+0.18% | -0.84% |
| 1872 |
+7.40% | +8.79% |
| 1871 |
+10.46% | +12.38% |