Frank Armstrong Ideal Index vs Bill Bernstein Coward's Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The Bill Bernstein Coward's Portfolio obtained a 6.94% compound annual return, with a 9.02% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Bill Bernstein Coward's Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +6.94%
Std Dev 10.60% 9.02%
Max Drawdown -40.11% -32.68%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1976

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +9.54
Bill Bernstein Coward's Portfolio -1.53 -0.78 -2.13 +4.09 +5.45 +6.94 +9.60
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).

Bill Bernstein Coward's Portfolio: an investment of 1000$, since June 1993, now would be worth 7491.97$, with a total return of 649.20% (6.94% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1976, now would be worth 75366.66$, with a total return of 7436.67% (9.54% annualized).

Bill Bernstein Coward's Portfolio: an investment of 1000$, since January 1976, now would be worth 77363.70$, with a total return of 7636.37% (9.60% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Bill Bernstein Coward's Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-32.68% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.87% Jan 2022 Sep 2022
-15.51% May 2011 Sep 2011
-14.45% Jan 2020 Mar 2020
-12.22% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.10% Feb 2001 Sep 2002
-11.37% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.41% Sep 2018 Dec 2018
-6.36% Jun 2015 Feb 2016
-5.59% Sep 2000 Nov 2000
-5.43% Feb 1994 Mar 1994
-5.08% Apr 2012 May 2012
-4.74% Sep 2000 Nov 2000

Drawdown comparison chart since January 1976.

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Frank Armstrong Ideal Index Portfolio
Bill Bernstein Coward's Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-32.68% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.51% Sep 1987 Nov 1987
-16.33% Feb 2001 Sep 2002
-15.87% Jan 2022 Sep 2022
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.45% Jan 2020 Mar 2020
-12.22% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.10% Feb 2001 Sep 2002
-11.37% May 1998 Aug 1998
-10.13% Aug 1990 Sep 1990
-9.55% Feb 1980 Mar 1980
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.70% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1976.

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Year Frank Armstrong Ideal Index Portfolio Bill Bernstein Coward's Portfolio
2023
 +1.79% +1.89%
2022
 -11.91% -10.59%
2021
 +13.98% +13.60%
2020
 +6.95% +7.17%
2019
 +17.96% +16.66%
2018
 -6.68% -4.86%
2017
 +13.88% +11.81%
2016
 +9.05% +9.49%
2015
 -1.66% -1.25%
2014
 +4.16% +5.28%
2013
 +16.03% +16.34%
2012
 +12.36% +10.41%
2011
 -2.98% -1.01%
2010
 +13.00% +11.88%
2009
 +21.58% +17.30%
2008
 -24.86% -19.19%
2007
 +5.91% +5.00%
2006
 +17.74% +14.37%
2005
 +8.40% +7.03%
2004
 +14.62% +11.54%
2003
 +26.78% +22.81%
2002
 -7.53% -5.87%
2001
 -3.80% -0.24%
2000
 +2.04% +3.08%
1999
 +13.53% +13.21%
1998
 +8.85% +8.14%
1997
 +12.22% +15.36%
1996
 +11.54% +13.57%
1995
 +16.29% +20.52%
1994
 +1.99% -0.79%
1993
 +17.70% +18.11%
1992
 +3.75% +8.20%
1991
 +20.38% +26.60%
1990
 -9.45% -2.79%
1989
 +15.59% +22.00%
1988
 +17.45% +15.53%
1987
 +10.19% +2.17%
1986
 +28.89% +18.48%
1985
 +31.78% +27.16%
1984
 +7.88% +10.60%
1983
 +21.11% +19.35%
1982
 +16.37% +19.01%
1981
 +4.16% +5.61%
1980
 +22.04% +19.78%
1979
 +17.78% +17.26%
1978
 +15.30% +10.37%
1977
 +9.26% +5.22%
1976
 +18.88% +21.33%