Frank Armstrong Ideal Index vs Dynamic 40/60 Income 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 Dynamic 40/60 Income Portfolio obtained a 6.88% compound annual return, with a 8.02% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Dynamic 40/60 Income Portfolio
Risk High Medium
Asset Allocation Stocks 70% 40%
Fixed Income 30% 60%
Commodities 0% 0%
30 Years Stats Return +6.58% +6.88%
Std Dev 10.60% 8.02%
Max Drawdown -40.11% -29.84%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1992

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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 +6.84
Dynamic 40/60 Income Portfolio -0.94 +0.55 -2.03 +2.88 +4.02 +6.88 +7.18
(*) 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).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since June 1993, now would be worth 7356.70$, with a total return of 635.67% (6.88% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1992, now would be worth 7983.08$, with a total return of 698.31% (6.84% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8836.24$, with a total return of 783.62% (7.18% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-12.42% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.38% May 1998 Aug 1998
-8.72% Jun 2015 Feb 2016
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-5.59% Sep 2000 Nov 2000
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.41% Nov 1993 Nov 1993
-4.20% Sep 1994 Nov 1994
-4.13% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Frank Armstrong Ideal Index Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-12.42% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.38% May 1998 Aug 1998
-8.72% Jun 2015 Feb 2016
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-5.59% Sep 2000 Nov 2000
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.41% Nov 1993 Nov 1993
-4.20% Sep 1994 Nov 1994
-4.13% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Frank Armstrong Ideal Index Portfolio Dynamic 40/60 Income Portfolio
2023
 +1.79% +3.06%
2022
 -11.91% -14.37%
2021
 +13.98% +6.72%
2020
 +6.95% +8.28%
2019
 +17.96% +15.91%
2018
 -6.68% -3.18%
2017
 +13.88% +9.18%
2016
 +9.05% +7.53%
2015
 -1.66% +0.21%
2014
 +4.16% +7.01%
2013
 +16.03% +6.13%
2012
 +12.36% +12.70%
2011
 -2.98% +2.96%
2010
 +13.00% +11.25%
2009
 +21.58% +22.37%
2008
 -24.86% -14.80%
2007
 +5.91% +0.88%
2006
 +17.74% +9.18%
2005
 +8.40% +5.23%
2004
 +14.62% +8.41%
2003
 +26.78% +21.64%
2002
 -7.53% +1.03%
2001
 -3.80% +8.71%
2000
 +2.04% +3.43%
1999
 +13.53% +11.02%
1998
 +8.85% +6.04%
1997
 +12.22% +16.36%
1996
 +11.54% +16.81%
1995
 +16.29% +23.17%
1994
 +1.99% -3.19%
1993
 +17.70% +14.73%
1992
 +3.75% +12.95%