Last Update: 31 March 2024
The All Country World 80/20 Portfolio obtained a 6.73% compound annual return, with a 12.74% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.27% compound annual return, with a 11.74% standard deviation, in the last 30 Years.
Summary
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| All Country World 80/20 Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 75% |
| Fixed Income | 20% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.73% | +9.27% |
| Std Dev | 12.74% | 11.74% | |
| Max Drawdown | -47.32% | -38.53% | |
| All time Stats (Since Jan 1985) |
Return | +8.45% | +10.17% |
| Std Dev | 13.09% | 11.88% | |
| Max Drawdown | -47.32% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | +2.79 | +17.39 | +18.94 | +8.88 | +7.47 | +6.73 | +8.45 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +10.17 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World 80/20 Portfolio: an investment of 1$, since April 1994,
now would be worth 7.07$, with a total return of 606.63%
(6.73% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
All Country World 80/20 Portfolio: an investment of 1$, since January 1985,
now would be worth 24.15$, with a total return of 2314.90%
(8.45% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1985, now would be worth 44.77$, with a total return of 4377.22% (10.17% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1985, now would be worth 44.77$, with a total return of 4377.22% (10.17% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.57% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 4.19 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -5.20% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.00 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.79% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.59 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -22.19% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.97 | |||||
| -19.99% | Jan 1990 | Sep 1990 (9) | Dec 1991 (24) | 9.06 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -11.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.01 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -6.83% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.81 | |||||
| -6.64% | Jan 1992 | Mar 1992 (3) | Mar 1993 (15) | 3.92 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.24%
|
-0.09% |
+7.00%
|
0.00% |
| 2023 |
+19.08%
|
-8.64% |
+20.89%
|
-8.11% |
| 2022 |
-17.17%
|
-23.52% |
-17.91%
|
-22.24% |
| 2021 |
+14.21%
|
-3.60% |
+18.79%
|
-3.72% |
| 2020 |
+14.55%
|
-17.97% |
+17.70%
|
-15.46% |
| 2019 |
+23.35%
|
-4.62% |
+25.21%
|
-4.59% |
| 2018 |
-7.79%
|
-11.51% |
-3.94%
|
-10.58% |
| 2017 |
+20.43%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+7.66%
|
-5.08% |
+10.25%
|
-3.99% |
| 2015 |
-1.32%
|
-9.49% |
+0.41%
|
-6.60% |
| 2014 |
+4.31%
|
-3.32% |
+10.86%
|
-1.99% |
| 2013 |
+17.86%
|
-3.46% |
+24.56%
|
-2.57% |
| 2012 |
+15.19%
|
-7.89% |
+13.13%
|
-4.80% |
| 2011 |
-4.38%
|
-17.02% |
+2.71%
|
-12.27% |
| 2010 |
+12.00%
|
-9.60% |
+14.62%
|
-9.46% |
| 2009 |
+28.02%
|
-16.08% |
+22.58%
|
-13.96% |
| 2008 |
-34.37%
|
-37.13% |
-26.02%
|
-28.15% |
| 2007 |
+8.92%
|
-4.35% |
+5.76%
|
-3.89% |
| 2006 |
+15.95%
|
-3.66% |
+12.84%
|
-2.48% |
| 2005 |
+8.00%
|
-3.65% |
+5.33%
|
-3.14% |
| 2004 |
+11.86%
|
-3.52% |
+10.65%
|
-2.89% |
| 2003 |
+26.95%
|
-3.85% |
+24.06%
|
-2.85% |
| 2002 |
-14.55%
|
-20.27% |
-13.29%
|
-18.79% |
| 2001 |
-11.36%
|
-19.42% |
-6.12%
|
-16.19% |
| 2000 |
-9.84%
|
-12.38% |
-5.08%
|
-11.10% |
| 1999 |
+20.74%
|
-3.34% |
+17.67%
|
-4.79% |
| 1998 |
+17.65%
|
-12.27% |
+19.59%
|
-13.02% |
| 1997 |
+11.46%
|
-6.57% |
+25.61%
|
-3.67% |
| 1996 |
+10.54%
|
-2.89% |
+16.62%
|
-4.42% |
| 1995 |
+17.60%
|
-1.58% |
+31.38%
|
-0.57% |
| 1994 |
+1.26%
|
-5.88% |
-0.79%
|
-6.83% |
| 1993 |
+20.51%
|
-4.44% |
+10.39%
|
-1.89% |
| 1992 |
-3.52%
|
-6.64% |
+8.62%
|
-1.93% |
| 1991 |
+17.30%
|
-5.18% |
+28.11%
|
-3.49% |
| 1990 |
-13.44%
|
-19.99% |
-2.40%
|
-11.23% |
| 1989 |
+14.69%
|
-2.34% |
+24.50%
|
-1.72% |
| 1988 |
+18.54%
|
-4.91% |
+14.83%
|
-2.69% |
| 1987 |
+13.56%
|
-22.19% |
+2.34%
|
-23.27% |
| 1986 |
+37.13%
|
-5.17% |
+14.71%
|
-6.46% |
| 1985 |
+37.92%
|
-1.68% |
+29.02%
|
-3.12% |
