Frank Armstrong Ideal Index vs Larry Swedroe Big Rocks 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 Larry Swedroe Big Rocks Portfolio obtained a 6.87% compound annual return, with a 9.06% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Larry Swedroe Big Rocks Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +6.87%
Std Dev 10.60% 9.06%
Max Drawdown -40.11% -33.80%

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
Larry Swedroe Big Rocks Portfolio -1.97 -1.33 -2.94 +3.40 +5.07 +6.87 +9.65
(*) 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).

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since June 1993, now would be worth 7331.81$, with a total return of 633.18% (6.87% 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).

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since January 1976, now would be worth 78829.32$, with a total return of 7782.93% (9.65% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Larry Swedroe Big Rocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-33.80% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.71% Jan 2022 Sep 2022
-15.63% Jan 2020 Mar 2020
-15.51% May 2011 Sep 2011
-12.59% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.58% May 1998 Aug 1998
-10.99% Jun 2002 Sep 2002
-9.48% Sep 2018 Dec 2018
-8.79% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-7.30% Feb 2001 Sep 2001
-6.46% Jun 2015 Feb 2016
-5.59% Sep 2000 Nov 2000
-5.17% Feb 1994 Jun 1994
-4.41% Nov 1993 Nov 1993

Drawdown comparison chart since January 1976.

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Frank Armstrong Ideal Index Portfolio
Larry Swedroe Big Rocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-33.80% Nov 2007 Feb 2009
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.69% Sep 1987 Nov 1987
-16.33% Feb 2001 Sep 2002
-15.71% Jan 2022 Sep 2022
-15.63% Jan 2020 Mar 2020
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.59% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.58% May 1998 Aug 1998
-10.99% Jun 2002 Sep 2002
-9.79% Aug 1990 Sep 1990
-9.55% Feb 1980 Mar 1980
-9.48% Sep 2018 Dec 2018
-9.03% Feb 1980 Mar 1980
-8.79% Sep 2018 Dec 2018

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio Larry Swedroe Big Rocks Portfolio
2023
 +1.79% +1.08%
2022
 -11.91% -10.13%
2021
 +13.98% +13.59%
2020
 +6.95% +5.25%
2019
 +17.96% +15.98%
2018
 -6.68% -5.45%
2017
 +13.88% +11.28%
2016
 +9.05% +9.71%
2015
 -1.66% -0.97%
2014
 +4.16% +4.48%
2013
 +16.03% +16.68%
2012
 +12.36% +10.73%
2011
 -2.98% -1.31%
2010
 +13.00% +12.32%
2009
 +21.58% +17.83%
2008
 -24.86% -19.64%
2007
 +5.91% +3.90%
2006
 +17.74% +15.44%
2005
 +8.40% +7.49%
2004
 +14.62% +13.68%
2003
 +26.78% +25.46%
2002
 -7.53% -3.83%
2001
 -3.80% +1.46%
2000
 +2.04% +5.09%
1999
 +13.53% +10.77%
1998
 +8.85% +6.51%
1997
 +12.22% +12.72%
1996
 +11.54% +12.51%
1995
 +16.29% +18.49%
1994
 +1.99% -1.08%
1993
 +17.70% +17.22%
1992
 +3.75% +9.42%
1991
 +20.38% +24.15%
1990
 -9.45% -4.70%
1989
 +15.59% +19.42%
1988
 +17.45% +16.48%
1987
 +10.19% +4.41%
1986
 +28.89% +20.58%
1985
 +31.78% +27.95%
1984
 +7.88% +9.53%
1983
 +21.11% +20.22%
1982
 +16.37% +19.04%
1981
 +4.16% +6.74%
1980
 +22.04% +19.74%
1979
 +17.78% +17.56%
1978
 +15.30% +11.95%
1977
 +9.26% +7.71%
1976
 +18.88% +21.01%