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
Swipe left to see all data
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
Swipe left to see all data
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.
Swipe left to see all data
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% |