Last Update: 31 July 2022

The Tim Maurer Simple Money Portfolio obtained a 7.54% compound annual return, with a 8.72% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 8.98% compound annual return, with a 11.33% standard deviation, in the last 30 Years.

Summary

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Tim Maurer Simple Money 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 +7.54% +8.98%
Std Dev 8.72% 11.33%
Max Drawdown -32.39% -38.53%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Tim Maurer Simple Money Portfolio +4.26 -6.73 -8.09 +4.07 +6.34 +7.54 +7.55
JL Collins Simple Path to Wealth Portfolio +7.43 -7.86 -7.84 +9.55 +10.58 +8.98 +8.92
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Tim Maurer Simple Money Portfolio: an investment of 1000$, since August 1992, now would be worth 8862.34$, with a total return of 786.23% (7.54% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 1992, now would be worth 13203.59$, with a total return of 1220.36% (8.98% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1000$, since January 1992, now would be worth 9253.50$, with a total return of 825.35% (7.55% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1992, now would be worth 13623.54$, with a total return of 1262.35% (8.92% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Tim Maurer Simple Money Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.55% Jan 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.86% Sep 2021 Jun 2022
-12.27% May 2011 Sep 2011
-11.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-9.50% May 1998 Aug 1998
-8.98% Jun 2002 Sep 2002
-8.67% Sep 2018 Dec 2018
-6.83% Feb 2001 Sep 2001
-6.83% Feb 1994 Jun 1994
-6.66% Jun 2015 Feb 2016
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.44% Feb 1994 Jun 1994

Drawdown comparison chart since January 1992.

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Tim Maurer Simple Money Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-18.58% Jan 2022 Jun 2022
-15.46% Feb 2020 Mar 2020
-14.55% Jan 2020 Mar 2020
-13.02% Jul 1998 Aug 1998
-12.86% Sep 2021 Jun 2022
-12.27% May 2011 Sep 2011
-11.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-9.50% May 1998 Aug 1998
-8.98% Jun 2002 Sep 2002
-8.67% Sep 2018 Dec 2018
-6.83% Feb 2001 Sep 2001
-6.83% Feb 1994 Jun 1994
-6.66% Jun 2015 Feb 2016
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.44% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Tim Maurer Simple Money Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-9.13% -12.53%
2021
+10.46% +18.79%
2020
+6.87% +17.70%
2019
+16.14% +25.21%
2018
-6.64% -3.94%
2017
+13.36% +16.80%
2016
+8.15% +10.25%
2015
+0.47% +0.41%
2014
+2.33% +10.86%
2013
+17.81% +24.56%
2012
+11.70% +13.13%
2011
-0.69% +2.71%
2010
+12.55% +14.62%
2009
+17.16% +22.58%
2008
-18.42% -26.02%
2007
+5.07% +5.76%
2006
+15.49% +12.84%
2005
+8.71% +5.33%
2004
+16.23% +10.65%
2003
+28.83% +24.06%
2002
-0.10% -13.29%
2001
-0.39% -6.12%
2000
+6.34% -5.08%
1999
+8.40% +17.67%
1998
+10.11% +19.59%
1997
+8.93% +25.61%
1996
+8.40% +16.62%
1995
+20.10% +31.38%
1994
-1.91% -0.79%
1993
+18.40% +10.39%
1992
+9.26% +8.62%
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