Frank Armstrong Ideal Index vs FundAdvice Ultimate Buy&Hold 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 FundAdvice Ultimate Buy&Hold Portfolio obtained a 6.95% compound annual return, with a 9.20% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio FundAdvice Ultimate Buy&Hold Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +6.95%
Std Dev 10.60% 9.20%
Max Drawdown -40.11% -34.23%

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
FundAdvice Ultimate Buy&Hold Portfolio -2.49 -0.53 -3.56 +2.64 +4.46 +6.95 +8.87
(*) 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).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since June 1993, now would be worth 7507.80$, with a total return of 650.78% (6.95% 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).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since January 1985, now would be worth 26217.33$, with a total return of 2521.73% (8.87% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-34.23% Nov 2007 Feb 2009
-18.44% 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
-15.07% Jan 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.84% Jun 2002 Sep 2002
-8.72% Jun 2015 Feb 2016
-8.59% Feb 2018 Dec 2018
-7.07% Feb 2001 Sep 2001
-6.96% May 2015 Feb 2016
-6.89% Feb 1994 Jun 1994
-5.59% Sep 2000 Nov 2000
-5.29% Apr 2012 May 2012

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-34.23% Nov 2007 Feb 2009
-18.44% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-16.12% Sep 1987 Nov 1987
-15.51% May 2011 Sep 2011
-15.07% Jan 2020 Mar 2020
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-11.54% Jan 1990 Sep 1990
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.84% Jun 2002 Sep 2002
-8.72% Jun 2015 Feb 2016
-8.59% Feb 2018 Dec 2018
-7.07% Feb 2001 Sep 2001

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio FundAdvice Ultimate Buy&Hold Portfolio
2023
 +1.79% +1.68%
2022
 -11.91% -12.51%
2021
 +13.98% +11.49%
2020
 +6.95% +5.84%
2019
 +17.96% +16.24%
2018
 -6.68% -6.85%
2017
 +13.88% +13.54%
2016
 +9.05% +8.37%
2015
 -1.66% -0.60%
2014
 +4.16% +3.11%
2013
 +16.03% +13.47%
2012
 +12.36% +12.20%
2011
 -2.98% -0.58%
2010
 +13.00% +12.72%
2009
 +21.58% +19.90%
2008
 -24.86% -20.06%
2007
 +5.91% +6.31%
2006
 +17.74% +16.25%
2005
 +8.40% +9.65%
2004
 +14.62% +16.13%
2003
 +26.78% +28.61%
2002
 -7.53% -0.14%
2001
 -3.80% +0.49%
2000
 +2.04% +4.94%
1999
 +13.53% +11.76%
1998
 +8.85% +6.47%
1997
 +12.22% +8.09%
1996
 +11.54% +9.91%
1995
 +16.29% +17.23%
1994
 +1.99% -2.80%
1993
 +17.70% +22.68%
1992
 +3.75% +7.34%
1991
 +20.38% +25.36%
1990
 -9.45% -5.66%
1989
 +15.59% +22.18%
1988
 +17.45% +17.37%
1987
 +10.19% +4.64%
1986
 +28.89% +26.02%
1985
 +31.78% +32.30%