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

Time Range:

Drawdowns

Time Range:

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%
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