Last Update: 31 May 2023
The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 8.66% compound annual return, with a 11.60% standard deviation, in the last 30 Years.
Summary
| All Country World 80/20 Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 75% |
| Fixed Income | 20% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.32% | +8.66% |
| Std Dev | 12.69% | 11.60% | |
| Max Drawdown | -47.32% | -38.53% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | -1.11 | +2.37 | +0.29 | +5.56 | +6.85 | +6.32 | +8.16 |
| JL Collins Simple Path to Wealth Portfolio | +0.04 | +2.31 | +1.04 | +7.85 | +9.02 | +8.66 | +9.86 |
Capital Growth as of May 31, 2023
All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1993, now would be worth 12087.36$, with a total return of 1108.74% (8.66% annualized).
All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1985, now would be worth 37105.41$, with a total return of 3610.54% (9.86% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
All Country World 80/20 Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.57% | Aug 1997 | Oct 1997 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.88% | Feb 1994 | Mar 1994 | |||
| -4.80% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1985.
All Country World 80/20 Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -22.19% | Sep 1987 | Nov 1987 | |||
| -19.99% | Jan 1990 | Sep 1990 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.64% | Jan 1992 | Mar 1992 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | All Country World 80/20 Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2023 |
+6.47% | +7.20% |
| 2022 |
-17.17% | -17.91% |
| 2021 |
+14.21% | +18.79% |
| 2020 |
+14.55% | +17.70% |
| 2019 |
+23.35% | +25.21% |
| 2018 |
-7.79% | -3.94% |
| 2017 |
+20.43% | +16.80% |
| 2016 |
+7.66% | +10.25% |
| 2015 |
-1.32% | +0.41% |
| 2014 |
+4.31% | +10.86% |
| 2013 |
+17.86% | +24.56% |
| 2012 |
+15.19% | +13.13% |
| 2011 |
-4.38% | +2.71% |
| 2010 |
+12.00% | +14.62% |
| 2009 |
+28.02% | +22.58% |
| 2008 |
-34.37% | -26.02% |
| 2007 |
+8.92% | +5.76% |
| 2006 |
+15.95% | +12.84% |
| 2005 |
+8.00% | +5.33% |
| 2004 |
+11.86% | +10.65% |
| 2003 |
+26.95% | +24.06% |
| 2002 |
-14.55% | -13.29% |
| 2001 |
-11.36% | -6.12% |
| 2000 |
-9.84% | -5.08% |
| 1999 |
+20.74% | +17.67% |
| 1998 |
+17.65% | +19.59% |
| 1997 |
+11.46% | +25.61% |
| 1996 |
+10.54% | +16.62% |
| 1995 |
+17.60% | +31.38% |
| 1994 |
+1.26% | -0.79% |
| 1993 |
+20.51% | +10.39% |
| 1992 |
-3.52% | +8.62% |
| 1991 |
+17.30% | +28.11% |
| 1990 |
-13.44% | -2.40% |
| 1989 |
+14.69% | +24.50% |
| 1988 |
+18.54% | +14.83% |
| 1987 |
+13.56% | +2.34% |
| 1986 |
+37.13% | +14.71% |
| 1985 |
+37.92% | +29.02% |
