Last Update: 28 February 2023
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.07% compound annual return, with a 9.44% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 8.61% compound annual return, with a 11.61% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth 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 | +7.07% | +8.61% |
| Std Dev | 9.44% | 11.61% | |
| Max Drawdown | -33.52% | -38.53% | |
Last Update: 28 February 2023
Historical Returns as of Feb 28, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | -2.92 | +1.34 | -8.66 | +4.17 | +5.95 | +7.07 | +8.64 |
| JL Collins Simple Path to Wealth Portfolio | -2.52 | +0.49 | -8.69 | +7.28 | +9.26 | +8.61 | +9.83 |
Capital Growth as of Feb 28, 2023
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since March 1993, now would be worth 7752.38$, with a total return of 675.24% (7.07% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since March 1993, now would be worth 11920.06$, with a total return of 1092.01% (8.61% annualized).
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since January 1985, now would be worth 23670.28$, with a total return of 2267.03% (8.64% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1985, now would be worth 35771.75$, with a total return of 3477.18% (9.83% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -33.52% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.80% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -33.52% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2023 |
+2.70% | +3.35% |
| 2022 |
-15.97% | -17.91% |
| 2021 |
+10.43% | +18.79% |
| 2020 |
+12.96% | +17.70% |
| 2019 |
+19.70% | +25.21% |
| 2018 |
-4.98% | -3.94% |
| 2017 |
+15.50% | +16.80% |
| 2016 |
+7.06% | +10.25% |
| 2015 |
-0.72% | +0.41% |
| 2014 |
+6.10% | +10.86% |
| 2013 |
+14.76% | +24.56% |
| 2012 |
+12.49% | +13.13% |
| 2011 |
+0.23% | +2.71% |
| 2010 |
+11.87% | +14.62% |
| 2009 |
+22.28% | +22.58% |
| 2008 |
-22.10% | -26.02% |
| 2007 |
+8.20% | +5.76% |
| 2006 |
+13.59% | +12.84% |
| 2005 |
+7.28% | +5.33% |
| 2004 |
+11.52% | +10.65% |
| 2003 |
+22.34% | +24.06% |
| 2002 |
-7.56% | -13.29% |
| 2001 |
-5.13% | -6.12% |
| 2000 |
-3.26% | -5.08% |
| 1999 |
+15.58% | +17.67% |
| 1998 |
+16.58% | +19.59% |
| 1997 |
+13.04% | +25.61% |
| 1996 |
+10.23% | +16.62% |
| 1995 |
+21.48% | +31.38% |
| 1994 |
+0.66% | -0.79% |
| 1993 |
+15.69% | +10.39% |
| 1992 |
+3.16% | +8.62% |
| 1991 |
+20.78% | +28.11% |
| 1990 |
-4.85% | -2.40% |
| 1989 |
+18.36% | +24.50% |
| 1988 |
+15.51% | +14.83% |
| 1987 |
+9.10% | +2.34% |
| 1986 |
+26.65% | +14.71% |
| 1985 |
+32.63% | +29.02% |
