Last Update: 31 March 2024
The US Stocks ESG Portfolio obtained a 10.36% compound annual return, with a 16.05% standard deviation, in the last 10 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.64% compound annual return, with a 12.10% standard deviation, in the last 10 Years.
Summary
Swipe left to see all data
| US Stocks ESG Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 75% |
| Fixed Income | 0% | 25% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +10.36% | +9.64% |
| Std Dev | 16.05% | 12.10% | |
| Max Drawdown | -27.79% | -22.24% | |
| All time Stats (Since Sep 2005) |
Return | +9.55% | +8.68% |
| Std Dev | 17.13% | 12.03% | |
| Max Drawdown | -52.70% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from September 2005
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| US Stocks ESG Portfolio | +2.82 | +24.68 | +31.57 | +15.07 | +10.36 | +9.55 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +8.68 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
US Stocks ESG Portfolio: an investment of 1$, since April 2014,
now would be worth 2.68$, with a total return of 167.99%
(10.36% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 2014, now would be worth 2.51$, with a total return of 150.92% (9.64% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 2014, now would be worth 2.51$, with a total return of 150.92% (9.64% annualized).
US Stocks ESG Portfolio: an investment of 1$, since September 2005,
now would be worth 5.44$, with a total return of 444.48%
(9.55% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since September 2005, now would be worth 4.69$, with a total return of 369.29% (8.68% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since September 2005, now would be worth 4.69$, with a total return of 369.29% (8.68% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
US Stocks ESG 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 |
| -27.79% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 15.67 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -19.14% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.48 | |||||
| -17.80% | Feb 2018 | Dec 2018 (11) | Jul 2019 (18) | 7.36 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.26% | Jul 2015 | Jan 2016 (7) | Nov 2016 (17) | 6.04 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -5.81% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.48 | |||||
| -5.21% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 3.01 | |||||
| -4.63% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 2.61 | |||||
| -4.59% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.65 | |||||
| -4.38% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.78 | |||||
| -4.25% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.52 | |||||
| -3.72% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.15 | |||||
| -3.54% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 2.04 | |||||
| -2.13% | Dec 2014 | Jan 2015 (2) | Feb 2015 (3) | 1.07 | |||||
| -1.88% | Oct 2016 | Oct 2016 (1) | Nov 2016 (2) | 1.09 | |||||
| -1.76% | Aug 2019 | Aug 2019 (1) | Oct 2019 (3) | 0.89 | |||||
| -1.73% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.00 | |||||
Drawdown comparison chart since September 2005.
Swipe left to see all data
|
US Stocks ESG 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 |
| -52.70% | Jun 2007 | Feb 2009 (21) | Feb 2011 (45) | 25.25 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -27.79% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 15.67 | |||||
| -23.59% | May 2011 | Sep 2011 (5) | Jan 2013 (21) | 9.88 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -19.14% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.48 | |||||
| -17.80% | Feb 2018 | Dec 2018 (11) | Jul 2019 (18) | 7.36 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.26% | Jul 2015 | Jan 2016 (7) | Nov 2016 (17) | 6.04 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -5.81% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.48 | |||||
| -5.21% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 3.01 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.63% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 2.61 | |||||
| -4.59% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.65 | |||||
| -4.38% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.78 | |||||
| -4.25% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.52 | |||||
| -3.89% | Jun 2007 | Jul 2007 (2) | Sep 2007 (4) | 2.17 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+9.83%
|
0.00% |
+7.00%
|
0.00% |
| 2023 |
+30.80%
|
-9.36% |
+20.89%
|
-8.11% |
| 2022 |
-24.04%
|
-27.79% |
-17.91%
|
-22.24% |
| 2021 |
+26.20%
|
-5.21% |
+18.79%
|
-3.72% |
| 2020 |
+25.67%
|
-19.14% |
+17.70%
|
-15.46% |
| 2019 |
+33.37%
|
-6.25% |
+25.21%
|
-4.59% |
| 2018 |
-15.69%
|
-17.80% |
-3.94%
|
-10.58% |
| 2017 |
+13.03%
|
-1.52% |
+16.80%
|
0.00% |
| 2016 |
+11.65%
|
-6.66% |
+10.25%
|
-3.99% |
| 2015 |
+2.12%
|
-10.78% |
+0.41%
|
-6.60% |
| 2014 |
+9.13%
|
-4.63% |
+10.86%
|
-1.99% |
| 2013 |
+38.98%
|
-3.17% |
+24.56%
|
-2.57% |
| 2012 |
+17.37%
|
-9.30% |
+13.13%
|
-4.80% |
| 2011 |
-5.78%
|
-23.59% |
+2.71%
|
-12.27% |
| 2010 |
+19.88%
|
-12.90% |
+14.62%
|
-9.46% |
| 2009 |
+39.10%
|
-15.76% |
+22.58%
|
-13.96% |
| 2008 |
-39.83%
|
-43.27% |
-26.02%
|
-28.15% |
| 2007 |
+5.81%
|
-6.69% |
+5.76%
|
-3.89% |
| 2006 |
+18.46%
|
-2.59% |
+12.84%
|
-2.48% |
