Last Update: 28 February 2021
The Developed World 60/40 Portfolio obtained a 5.35% compound annual return, with a 9.11% standard deviation, in the last 10 years.
The JL Collins Simple Path to Wealth Portfolio obtained a 11.06% compound annual return, with a 10.50% standard deviation, in the last 10 years.
Summary
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| Developed World 60/40 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 | +5.35% | +11.06% |
| Std Dev | 9.11% | 10.50% | |
| Max Drawdown | -14.55% | -15.47% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 1999
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World 60/40 Portfolio | +0.79 | +3.63 | +9.33 | +13.76 | +5.28 | +7.89 | +5.35 | +5.81 |
| JL Collins Simple Path to Wealth Portfolio | +1.97 | +5.16 | +9.85 | +25.91 | +12.70 | +13.97 | +11.06 | +7.39 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Developed World 60/40 Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2021 |
+0.10% | +1.50% |
| 2020 |
+7.71% | +17.70% |
| 2019 |
+16.72% | +25.21% |
| 2018 |
-7.73% | -3.94% |
| 2017 |
+16.81% | +16.80% |
| 2016 |
+3.45% | +10.25% |
| 2015 |
+0.25% | +0.41% |
| 2014 |
-0.09% | +10.86% |
| 2013 |
+12.77% | +24.56% |
| 2012 |
+14.95% | +13.13% |
| 2011 |
-3.94% | +2.71% |
| 2010 |
+8.42% | +14.62% |
| 2009 |
+22.61% | +22.58% |
| 2008 |
-25.33% | -26.02% |
| 2007 |
+8.69% | +5.76% |
| 2006 |
+16.94% | +12.84% |
| 2005 |
+10.15% | +5.33% |
| 2004 |
+14.59% | +10.65% |
| 2003 |
+24.77% | +24.06% |
| 2002 |
-5.65% | -13.29% |
| 2001 |
-8.83% | -6.12% |
| 2000 |
-4.89% | -5.08% |
| 1999 |
+22.89% | +17.67% |