Last Update: 31 October 2021
The Developed World ex-US 60/40 Momentum Portfolio obtained a 8.41% compound annual return, with a 8.08% standard deviation, in the last 5 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 15.03% compound annual return, with a 11.83% standard deviation, in the last 5 Years.
Summary
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| Developed World ex-US 60/40 Momentum Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 5 Years Stats | Return | +8.41% | +15.03% |
| Std Dev | 8.08% | 11.83% | |
| Max Drawdown | -10.53% | -15.47% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from February 2015
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| 1M | 3M | 6M | 1Y | 5Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Developed World ex-US 60/40 Momentum Portfolio | +2.84 | +0.53 | +1.92 | +13.11 | +8.41 | +6.37 |
| JL Collins Simple Path to Wealth Portfolio | +5.22 | +3.52 | +7.84 | +31.93 | +15.03 | +12.15 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from February 2015.
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| Year | Developed World ex-US 60/40 Momentum Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2021 |
+3.15% | +16.72% |
| 2020 |
+15.15% | +17.70% |
| 2019 |
+17.85% | +25.21% |
| 2018 |
-7.45% | -3.94% |
| 2017 |
+16.24% | +16.80% |
| 2016 |
+2.13% | +10.25% |