Bill Bernstein Sheltered Sam 60/40 vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The Bill Bernstein Sheltered Sam 60/40 Portfolio obtained a 7.28% compound annual return, with a 9.24% standard deviation, in the last 30 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.04% compound annual return, with a 11.77% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein Sheltered Sam 60/40 Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 58.2% 75%
Fixed Income 40% 25%
Commodities 1.8% 0%
30 Years Stats Return +7.28% +9.04%
Std Dev 9.24% 11.77%
Max Drawdown -34.12% -38.53%
All time Stats
(Since Jan 1985)
Return +8.99% +10.13%
Std Dev 9.32% 11.89%
Max Drawdown -34.12% -38.53%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Bill Bernstein Sheltered Sam 60/40 Portfolio +1.65 +6.11 +9.32 +6.10 +5.60 +7.28 +8.99
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +9.04 +10.13
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 8.24$, with a total return of 723.50% (7.28% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 1994, now would be worth 13.40$, with a total return of 1240.41% (9.04% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 29.10$, with a total return of 2809.93% (8.99% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1985, now would be worth 43.72$, with a total return of 4271.64% (10.13% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bill Bernstein Sheltered Sam 60/40 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
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-34.12% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.61
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-16.48% Jan 2022 Sep 2022 (9) In progress (26) 7.78
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.38% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.07
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-11.25% May 2011 Sep 2011 (5) Feb 2012 (10) 4.82
-10.89% May 1998 Aug 1998 (4) Dec 1998 (8) 4.73
-10.65% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.06
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-7.95% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.70
-7.94% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.47
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-6.51% Apr 2000 May 2000 (2) Aug 2000 (5) 3.75
-6.29% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.49
-4.80% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.99
-4.80% Apr 2012 May 2012 (2) Aug 2012 (5) 2.14

Drawdown comparison chart since January 1985.

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Bill Bernstein Sheltered Sam 60/40 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
-38.53% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.91
-34.12% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.61
-30.50% Sep 2000 Sep 2002 (25) Dec 2004 (52) 16.46
-23.27% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.31
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-16.48% Jan 2022 Sep 2022 (9) In progress (26) 7.78
-16.09% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.29
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-14.38% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.07
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.50
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-11.25% May 2011 Sep 2011 (5) Feb 2012 (10) 4.82
-11.23% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.01
-10.89% May 1998 Aug 1998 (4) Dec 1998 (8) 4.73
-10.65% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.06
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-9.53% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.62
-7.95% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.70
-7.94% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.47
-6.83% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.81

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.
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Year Return Drawdown Return Drawdown
2024
+0.90%
-0.74%
+4.47%
0.00%
2023
+10.82%
-6.95%
+20.89%
-8.11%
2022
-10.58%
-16.48%
-17.91%
-22.24%
2021
+14.69%
-2.50%
+18.79%
-3.72%
2020
+7.21%
-14.38%
+17.70%
-15.46%
2019
+17.21%
-3.44%
+25.21%
-4.59%
2018
-5.00%
-7.94%
-3.94%
-10.58%
2017
+11.37%
0.00%
+16.80%
0.00%
2016
+9.92%
-2.59%
+10.25%
-3.99%
2015
-1.72%
-6.23%
+0.41%
-6.60%
2014
+6.04%
-2.73%
+10.86%
-1.99%
2013
+14.05%
-2.24%
+24.56%
-2.57%
2012
+11.12%
-4.47%
+13.13%
-4.80%
2011
+1.31%
-11.25%
+2.71%
-12.27%
2010
+12.35%
-7.59%
+14.62%
-9.46%
2009
+18.56%
-14.17%
+22.58%
-13.96%
2008
-20.58%
-24.12%
-26.02%
-28.15%
2007
+5.25%
-3.35%
+5.76%
-3.89%
2006
+14.67%
-2.30%
+12.84%
-2.48%
2005
+7.42%
-2.17%
+5.33%
-3.14%
2004
+12.90%
-3.90%
+10.65%
-2.89%
2003
+24.15%
-2.61%
+24.06%
-2.85%
2002
-3.47%
-10.65%
-13.29%
-18.79%
2001
+0.06%
-7.95%
-6.12%
-16.19%
2000
+6.26%
-3.25%
-5.08%
-11.10%
1999
+10.16%
-2.69%
+17.67%
-4.79%
1998
+8.53%
-10.89%
+19.59%
-13.02%
1997
+15.72%
-2.73%
+25.61%
-3.67%
1996
+12.97%
-2.50%
+16.62%
-4.42%
1995
+22.13%
-1.03%
+31.38%
-0.57%
1994
-1.78%
-6.11%
-0.79%
-6.83%
1993
+19.41%
-2.18%
+10.39%
-1.89%
1992
+8.86%
-1.38%
+8.62%
-1.93%
1991
+24.84%
-2.94%
+28.11%
-3.49%
1990
-3.41%
-9.53%
-2.40%
-11.23%
1989
+21.08%
-1.37%
+24.50%
-1.72%
1988
+14.93%
-1.85%
+14.83%
-2.69%
1987
+3.35%
-16.09%
+2.34%
-23.27%
1986
+21.08%
-3.67%
+14.71%
-6.46%
1985
+28.54%
-1.57%
+29.02%
-3.12%