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%
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