Frank Armstrong Ideal Index vs Burton Malkiel Late Sixties and Beyond 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 Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.19% compound annual return, with a 11.57% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 70% 71%
Fixed Income 30% 29%
Commodities 0% 0%
30 Years Stats Return +6.58% +8.19%
Std Dev 10.60% 11.57%
Max Drawdown -40.11% -41.80%

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(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +8.39
Burton Malkiel Late Sixties and Beyond Portfolio -1.83 -0.07 -2.22 +5.10 +6.19 +8.19 +9.64
(*) 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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since June 1993, now would be worth 10606.10$, with a total return of 960.61% (8.19% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 34335.82$, with a total return of 3333.58% (9.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.38% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-9.48% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.72% Jun 2015 Feb 2016
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-19.08% Sep 1987 Nov 1987
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-9.48% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-8.72% Jun 2015 Feb 2016
-8.08% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Frank Armstrong Ideal Index Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2023
 +1.79% +3.17%
2022
 -11.91% -16.23%
2021
 +13.98% +15.40%
2020
 +6.95% +10.03%
2019
 +17.96% +22.55%
2018
 -6.68% -5.90%
2017
 +13.88% +16.49%
2016
 +9.05% +8.48%
2015
 -1.66% -1.63%
2014
 +4.16% +9.01%
2013
 +16.03% +12.49%
2012
 +12.36% +14.20%
2011
 -2.98% +1.01%
2010
 +13.00% +14.47%
2009
 +21.58% +25.30%
2008
 -24.86% -26.02%
2007
 +5.91% +5.18%
2006
 +17.74% +20.06%
2005
 +8.40% +9.86%
2004
 +14.62% +14.78%
2003
 +26.78% +29.73%
2002
 -7.53% -5.70%
2001
 -3.80% +5.85%
2000
 +2.04% +2.46%
1999
 +13.53% +12.48%
1998
 +8.85% +5.92%
1997
 +12.22% +15.13%
1996
 +11.54% +18.95%
1995
 +16.29% +20.20%
1994
 +1.99% -3.17%
1993
 +17.70% +23.51%
1992
 +3.75% +4.84%
1991
 +20.38% +33.86%
1990
 -9.45% -5.42%
1989
 +15.59% +26.07%
1988
 +17.45% +16.73%
1987
 +10.19% -0.94%
1986
 +28.89% +18.93%
1985
 +31.78% +27.52%