Time Inc Simple and Cheap vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The Time Inc Simple and Cheap Portfolio obtained a 7.16% compound annual return, with a 9.42% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.04% compound annual return, with a 11.77% standard deviation, in the last 30 Years.

Summary

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Time Inc Simple and Cheap 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 +7.16% +9.04%
Std Dev 9.42% 11.77%
Max Drawdown -34.84% -38.53%
All time Stats
(Since Jan 1985)
Return +8.77% +10.13%
Std Dev 9.40% 11.89%
Max Drawdown -34.84% -38.53%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Time Inc Simple and Cheap Portfolio +1.97 +7.37 +13.19 +6.17 +5.90 +7.16 +8.77
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +9.04 +10.13
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Time Inc Simple and Cheap Portfolio: an investment of 1$, since March 1994, now would be worth 7.97$, with a total return of 697.06% (7.16% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 1994, now would be worth 13.40$, with a total return of 1240.41% (9.04% annualized).

Time Inc Simple and Cheap Portfolio: an investment of 1$, since January 1985, now would be worth 26.86$, with a total return of 2586.35% (8.77% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1985, now would be worth 43.72$, with a total return of 4271.64% (10.13% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Time Inc Simple and Cheap 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
-34.84% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.41
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-21.27% Jan 2022 Sep 2022 (9) In progress (26) 12.00
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.17% Sep 2000 Sep 2002 (25) Sep 2003 (37) 7.38
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.92% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.07
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-10.59% May 2011 Sep 2011 (5) Feb 2012 (10) 4.51
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-8.77% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.35
-7.07% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.30
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-5.87% May 2015 Sep 2015 (5) May 2016 (13) 3.27
-4.80% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.99
-4.80% Apr 2012 May 2012 (2) Aug 2012 (5) 2.14
-4.79% Jul 1999 Sep 1999 (3) Nov 1999 (5) 2.59

Drawdown comparison chart since January 1985.

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Time Inc Simple and Cheap 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
-34.84% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.41
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-23.27% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.31
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-21.27% Jan 2022 Sep 2022 (9) In progress (26) 12.00
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.17% Sep 2000 Sep 2002 (25) Sep 2003 (37) 7.38
-13.73% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.24
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.92% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.07
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-11.23% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.01
-10.97% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.48
-10.59% May 2011 Sep 2011 (5) Feb 2012 (10) 4.51
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-8.77% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.35
-7.07% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.30
-6.83% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.81
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45

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.
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Year Return Drawdown Return Drawdown
2024
+1.35%
-0.61%
+4.47%
0.00%
2023
+14.67%
-7.89%
+20.89%
-8.11%
2022
-16.81%
-21.27%
-17.91%
-22.24%
2021
+12.62%
-3.15%
+18.79%
-3.72%
2020
+10.84%
-12.92%
+17.70%
-15.46%
2019
+19.89%
-2.55%
+25.21%
-4.59%
2018
-4.76%
-7.07%
-3.94%
-10.58%
2017
+13.64%
0.00%
+16.80%
0.00%
2016
+6.91%
-2.80%
+10.25%
-3.99%
2015
-0.32%
-5.87%
+0.41%
-6.60%
2014
+8.51%
-2.44%
+10.86%
-1.99%
2013
+12.39%
-3.27%
+24.56%
-2.57%
2012
+12.38%
-4.43%
+13.13%
-4.80%
2011
+1.58%
-10.59%
+2.71%
-12.27%
2010
+13.14%
-6.53%
+14.62%
-9.46%
2009
+21.82%
-13.72%
+22.58%
-13.96%
2008
-21.66%
-25.74%
-26.02%
-28.15%
2007
+5.64%
-3.59%
+5.76%
-3.89%
2006
+15.14%
-2.22%
+12.84%
-2.48%
2005
+7.42%
-2.01%
+5.33%
-3.14%
2004
+12.96%
-3.71%
+10.65%
-2.89%
2003
+22.44%
-1.93%
+24.06%
-2.85%
2002
-5.38%
-10.35%
-13.29%
-18.79%
2001
-2.47%
-9.21%
-6.12%
-16.19%
2000
+0.68%
-5.75%
-5.08%
-11.10%
1999
+12.52%
-2.40%
+17.67%
-4.79%
1998
+12.75%
-8.77%
+19.59%
-13.02%
1997
+13.37%
-3.29%
+25.61%
-3.67%
1996
+12.15%
-1.99%
+16.62%
-4.42%
1995
+20.32%
-0.55%
+31.38%
-0.57%
1994
-0.47%
-5.25%
-0.79%
-6.83%
1993
+15.69%
-3.45%
+10.39%
-1.89%
1992
+4.56%
-3.42%
+8.62%
-1.93%
1991
+21.90%
-3.08%
+28.11%
-3.49%
1990
-5.00%
-10.97%
-2.40%
-11.23%
1989
+17.09%
-0.98%
+24.50%
-1.72%
1988
+14.76%
-2.06%
+14.83%
-2.69%
1987
+7.32%
-13.73%
+2.34%
-23.27%
1986
+25.13%
-3.49%
+14.71%
-6.46%
1985
+30.58%
-1.41%
+29.02%
-3.12%