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

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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%
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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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