Last Update: 31 October 2021

The Tim Maurer Simple Money Portfolio obtained a 7.64% compound annual return, with a 9.00% standard deviation, in the last 25 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.07% compound annual return, with a 11.71% standard deviation, in the last 25 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%
25 Years Stats Return +7.64% +9.07%
Std Dev 9.00% 11.71%
Max Drawdown -32.39% -38.54%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Tim Maurer Simple Money Portfolio +1.97 +0.79 +2.25 +23.48 +8.35 +7.73 +7.64 +8.06
JL Collins Simple Path to Wealth Portfolio +5.22 +3.52 +7.84 +31.93 +15.03 +12.89 +9.07 +9.99
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Tim Maurer Simple Money Portfolio JL Collins Simple Path to Wealth Portfolio
2021
+10.09% +16.72%
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%
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