Frank Armstrong Ideal Index vs Credit Suisse Global Market 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 Credit Suisse Global Market Portfolio obtained a 6.96% compound annual return, with a 8.14% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Credit Suisse Global Market Portfolio
Risk High Medium
Asset Allocation Stocks 70% 45%
Fixed Income 30% 55%
Commodities 0% 0%
30 Years Stats Return +6.58% +6.96%
Std Dev 10.60% 8.14%
Max Drawdown -40.11% -25.90%

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
Credit Suisse Global Market Portfolio -1.59 +1.45 -2.96 +3.27 +4.69 +6.96 +8.80
(*) 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).

Credit Suisse Global Market Portfolio: an investment of 1000$, since June 1993, now would be worth 7528.94$, with a total return of 652.89% (6.96% 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).

Credit Suisse Global Market Portfolio: an investment of 1000$, since January 1985, now would be worth 25553.03$, with a total return of 2455.30% (8.80% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.34% Feb 2020 Mar 2020
-6.85% Feb 1994 Nov 1994
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% Feb 2018 Dec 2018
-5.62% Jul 1998 Aug 1998
-5.59% Sep 2000 Nov 2000
-5.32% May 2013 Aug 2013
-4.41% Nov 1993 Nov 1993
-4.41% Aug 2016 Nov 2016

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-11.04% Sep 1987 Nov 1987
-9.84% Aug 1990 Sep 1990
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.34% Feb 2020 Mar 2020
-7.84% Jan 1990 Apr 1990
-6.85% Feb 1994 Nov 1994
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% 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 Credit Suisse Global Market Portfolio
2023
 +1.79% +4.68%
2022
 -11.91% -19.25%
2021
 +13.98% +7.49%
2020
 +6.95% +12.06%
2019
 +17.96% +19.24%
2018
 -6.68% -4.76%
2017
 +13.88% +13.93%
2016
 +9.05% +6.49%
2015
 -1.66% -1.54%
2014
 +4.16% +10.70%
2013
 +16.03% +5.77%
2012
 +12.36% +12.25%
2011
 -2.98% +6.64%
2010
 +13.00% +11.92%
2009
 +21.58% +17.08%
2008
 -24.86% -12.93%
2007
 +5.91% +7.60%
2006
 +17.74% +12.00%
2005
 +8.40% +7.92%
2004
 +14.62% +11.74%
2003
 +26.78% +19.38%
2002
 -7.53% -0.18%
2001
 -3.80% -0.30%
2000
 +2.04% +2.79%
1999
 +13.53% +9.76%
1998
 +8.85% +13.06%
1997
 +12.22% +10.21%
1996
 +11.54% +8.88%
1995
 +16.29% +21.92%
1994
 +1.99% -3.16%
1993
 +17.70% +20.70%
1992
 +3.75% +4.18%
1991
 +20.38% +25.49%
1990
 -9.45% -1.53%
1989
 +15.59% +21.42%
1988
 +17.45% +14.53%
1987
 +10.19% +3.66%
1986
 +28.89% +25.89%
1985
 +31.78% +31.49%