Last Update: 31 July 2022
The Developed World ex-US 60/40 Momentum Portfolio obtained a 4.70% compound annual return, with a 8.12% standard deviation, in the last 10 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 10.58% compound annual return, with a 10.95% standard deviation, in the last 10 Years.
Summary
| 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% | |
| 10 Years Stats | Return | +4.70% | +10.58% |
| Std Dev | 8.12% | 10.95% | |
| Max Drawdown | -16.10% | -18.58% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from August 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Developed World ex-US 60/40 Momentum Portfolio | +3.15 | -9.81 | -12.99 | +3.25 | +4.70 | +5.24 |
| JL Collins Simple Path to Wealth Portfolio | +7.43 | -7.86 | -7.84 | +9.55 | +10.58 | +11.02 |
Capital Growth as of Jul 31, 2022
Developed World ex-US 60/40 Momentum Portfolio: an investment of 1000$, since August 2012, now would be worth 1583.58$, with a total return of 58.36% (4.70% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 2012, now would be worth 2734.36$, with a total return of 173.44% (10.58% annualized).
Developed World ex-US 60/40 Momentum Portfolio: an investment of 1000$, since August 2009, now would be worth 1942.14$, with a total return of 94.21% (5.24% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 2009, now would be worth 3892.36$, with a total return of 289.24% (11.02% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Developed World ex-US 60/40 Momentum Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -18.58% | Jan 2022 | Jun 2022 | |||
| -16.10% | Nov 2021 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.52% | Feb 2018 | Dec 2018 | |||
| -10.46% | Feb 2020 | Mar 2020 | |||
| -7.73% | May 2015 | Sep 2015 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -5.64% | May 2013 | Jun 2013 | |||
| -5.21% | Aug 2016 | Nov 2016 | |||
| -4.59% | May 2019 | May 2019 | |||
| -4.38% | Feb 2018 | Mar 2018 | |||
| -4.25% | Sep 2020 | Oct 2020 | |||
| -4.02% | Jul 2014 | Dec 2014 | |||
| -3.72% | Sep 2021 | Sep 2021 | |||
| -2.69% | Sep 2021 | Sep 2021 | |||
| -2.57% | Aug 2013 | Aug 2013 | |||
| -2.52% | Jan 2014 | Jan 2014 | |||
| -2.13% | Oct 2020 | Oct 2020 | |||
| -1.99% | Jan 2014 | Jan 2014 | |||
Drawdown comparison chart since August 2009.
Developed World ex-US 60/40 Momentum Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -18.58% | Jan 2022 | Jun 2022 | |||
| -16.10% | Nov 2021 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.10% | May 2011 | Sep 2011 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.52% | Feb 2018 | Dec 2018 | |||
| -10.46% | Feb 2020 | Mar 2020 | |||
| -9.46% | May 2010 | Jun 2010 | |||
| -7.73% | May 2015 | Sep 2015 | |||
| -6.85% | Apr 2010 | Jun 2010 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -5.64% | May 2013 | Jun 2013 | |||
| -5.21% | Aug 2016 | Nov 2016 | |||
| -4.80% | Apr 2012 | May 2012 | |||
| -4.59% | May 2019 | May 2019 | |||
| -4.38% | Feb 2018 | Mar 2018 | |||
| -4.25% | Sep 2020 | Oct 2020 | |||
| -4.02% | Jul 2014 | Dec 2014 | |||
| -3.72% | Sep 2021 | Sep 2021 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from August 2009.
| Year | Developed World ex-US 60/40 Momentum Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-13.36% | -12.53% |
| 2021 |
+3.05% | +18.79% |
| 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% |
| 2015 |
-0.48% | +0.41% |
| 2014 |
-2.02% | +10.86% |
| 2013 |
+12.99% | +24.56% |
| 2012 |
+14.58% | +13.13% |
| 2011 |
-5.18% | +2.71% |
| 2010 |
+11.89% | +14.62% |