All Country World 80/20 vs JL Collins Simple Path to Wealth Portfolio Comparison

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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%