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

Time Range:

Drawdowns

Time Range:

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%
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