Last Update: 31 March 2024
The European Stocks Portfolio obtained a 7.14% compound annual return, with a 17.87% 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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| European Stocks Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 75% |
| Fixed Income | 0% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.14% | +9.27% |
| Std Dev | 17.87% | 11.74% | |
| Max Drawdown | -59.77% | -38.53% | |
| All time Stats (Since Jan 1970) |
Return | +8.81% | +9.95% |
| Std Dev | 17.38% | 12.16% | |
| Max Drawdown | -59.77% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| European Stocks Portfolio | +3.82 | +17.73 | +14.41 | +8.17 | +4.70 | +7.14 | +8.81 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +9.95 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
European Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.91$, with a total return of 690.82%
(7.14% 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).
European Stocks Portfolio: an investment of 1$, since January 1970,
now would be worth 97.54$, with a total return of 9653.80%
(8.81% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1970, now would be worth 171.54$, with a total return of 17054.00% (9.95% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1970, now would be worth 171.54$, with a total return of 17054.00% (9.95% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
European Stocks 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 |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -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 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -7.18% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.76 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -5.68% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 3.28 | |||||
| -5.18% | May 1994 | Jun 1994 (2) | Aug 1994 (4) | 2.96 | |||||
| -4.95% | Oct 1997 | Oct 1997 (1) | Jan 1998 (4) | 2.75 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
European Stocks 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 |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -38.16% | Jan 1973 | Sep 1974 (21) | Jun 1975 (30) | 16.35 | |||||
| -34.54% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 16.02 | |||||
| -33.23% | Dec 1980 | Jul 1982 (20) | Apr 1983 (29) | 17.61 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -26.83% | Jan 1970 | Jun 1970 (6) | Mar 1971 (15) | 14.63 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -23.15% | Oct 1987 | Nov 1987 (2) | Jul 1989 (22) | 13.00 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -20.21% | Aug 1990 | Sep 1990 (2) | May 1992 (22) | 10.46 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -19.23% | Feb 1976 | Nov 1976 (10) | Dec 1977 (23) | 11.06 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.78% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 7.40 | |||||
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 |
+5.01%
|
-1.23% |
+7.00%
|
0.00% |
| 2023 |
+20.21%
|
-11.19% |
+20.89%
|
-8.11% |
| 2022 |
-16.00%
|
-30.58% |
-17.91%
|
-22.24% |
| 2021 |
+16.88%
|
-5.48% |
+18.79%
|
-3.72% |
| 2020 |
+6.11%
|
-25.65% |
+17.70%
|
-15.46% |
| 2019 |
+24.86%
|
-5.67% |
+25.21%
|
-4.59% |
| 2018 |
-14.91%
|
-19.44% |
-3.94%
|
-10.58% |
| 2017 |
+26.99%
|
-0.51% |
+16.80%
|
0.00% |
| 2016 |
-0.37%
|
-8.60% |
+10.25%
|
-3.99% |
| 2015 |
-1.94%
|
-11.47% |
+0.41%
|
-6.60% |
| 2014 |
-7.10%
|
-11.75% |
+10.86%
|
-1.99% |
| 2013 |
+24.38%
|
-4.42% |
+24.56%
|
-2.57% |
| 2012 |
+21.57%
|
-14.17% |
+13.13%
|
-4.80% |
| 2011 |
-11.64%
|
-27.74% |
+2.71%
|
-12.27% |
| 2010 |
+6.05%
|
-17.10% |
+14.62%
|
-9.46% |
| 2009 |
+31.33%
|
-22.78% |
+22.58%
|
-13.96% |
| 2008 |
-44.71%
|
-48.36% |
-26.02%
|
-28.15% |
| 2007 |
+13.24%
|
-5.77% |
+5.76%
|
-3.89% |
| 2006 |
+33.06%
|
-2.93% |
+12.84%
|
-2.48% |
| 2005 |
+9.26%
|
-4.49% |
+5.33%
|
-3.14% |
| 2004 |
+20.86%
|
-3.93% |
+10.65%
|
-2.89% |
| 2003 |
+38.70%
|
-9.25% |
+24.06%
|
-2.85% |
| 2002 |
-17.95%
|
-25.96% |
-13.29%
|
-18.79% |
| 2001 |
-20.30%
|
-27.21% |
-6.12%
|
-16.19% |
| 2000 |
-8.21%
|
-14.23% |
-5.08%
|
-11.10% |
| 1999 |
+16.66%
|
-4.90% |
+17.67%
|
-4.79% |
| 1998 |
+28.86%
|
-16.03% |
+19.59%
|
-13.02% |
| 1997 |
+24.23%
|
-5.68% |
+25.61%
|
-3.67% |
| 1996 |
+21.25%
|
-1.20% |
+16.62%
|
-4.42% |
| 1995 |
+22.28%
|
-3.97% |
+31.38%
|
-0.57% |
| 1994 |
+1.88%
|
-7.00% |
-0.79%
|
-6.83% |
| 1993 |
+29.13%
|
-2.19% |
+10.39%
|
-1.89% |
| 1992 |
-3.32%
|
-12.85% |
+8.62%
|
-1.93% |
| 1991 |
+12.40%
|
-12.16% |
+28.11%
|
-3.49% |
| 1990 |
-3.87%
|
-20.21% |
-2.40%
|
-11.23% |
| 1989 |
+28.18%
|
-6.85% |
+24.50%
|
-1.72% |
| 1988 |
+13.69%
|
-6.81% |
+14.83%
|
-2.69% |
| 1987 |
+7.05%
|
-23.15% |
+2.34%
|
-23.27% |
| 1986 |
+40.96%
|
-8.83% |
+14.71%
|
-6.46% |
| 1985 |
+78.72%
|
0.00% |
+29.02%
|
-3.12% |
| 1984 |
+0.52%
|
-9.51% |
+5.39%
|
-7.49% |
| 1983 |
+20.82%
|
-3.29% |
+18.30%
|
-2.99% |
| 1982 |
+3.86%
|
-19.58% |
+23.16%
|
-6.05% |
| 1981 |
-12.54%
|
-16.77% |
-0.76%
|
-10.31% |
| 1980 |
+11.80%
|
-12.84% |
+25.59%
|
-10.43% |
| 1979 |
+12.18%
|
-7.42% |
+19.52%
|
-6.87% |
| 1978 |
+21.77%
|
-6.97% |
+6.63%
|
-9.36% |
| 1977 |
+21.77%
|
-2.49% |
-2.26%
|
-6.16% |
| 1976 |
-7.88%
|
-19.23% |
+23.29%
|
-1.55% |
| 1975 |
+41.32%
|
-10.90% |
+30.20%
|
-9.59% |
| 1974 |
-24.15%
|
-32.15% |
-19.44%
|
-25.55% |
| 1973 |
-8.86%
|
-10.68% |
-12.52%
|
-13.38% |
| 1972 |
+14.25%
|
-2.68% |
+13.90%
|
-1.83% |
| 1971 |
+26.21%
|
-4.56% |
+15.59%
|
-6.04% |
| 1970 |
-10.74%
|
-26.83% |
+7.90%
|
-13.78% |
