Frank Armstrong Ideal Index vs Pinwheel 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 Pinwheel Portfolio obtained a 7.25% compound annual return, with a 10.41% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Pinwheel Portfolio
Risk High High
Asset Allocation Stocks 70% 65%
Fixed Income 30% 25%
Commodities 0% 10%
30 Years Stats Return +6.58% +7.25%
Std Dev 10.60% 10.41%
Max Drawdown -40.11% -36.89%

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
Pinwheel Portfolio -1.97 +0.66 -2.34 +4.35 +5.19 +7.25 +9.87
(*) 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).

Pinwheel Portfolio: an investment of 1000$, since June 1993, now would be worth 8174.69$, with a total return of 717.47% (7.25% 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).

Pinwheel Portfolio: an investment of 1000$, since January 1976, now would be worth 86742.88$, with a total return of 8574.29% (9.87% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-19.49% 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
-14.99% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.06% Jun 2002 Sep 2002
-9.48% Sep 2018 Dec 2018
-8.88% Feb 2001 Sep 2001
-8.72% Jun 2015 Feb 2016
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-6.85% Feb 1994 Jan 1995
-5.90% Apr 2012 May 2012
-5.84% Sep 2000 Nov 2000

Drawdown comparison chart since January 1976.

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Frank Armstrong Ideal Index Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-19.49% 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
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-12.10% Dec 1980 Jul 1982
-11.81% Feb 1980 Mar 1980
-11.06% Jun 2002 Sep 2002
-9.55% Feb 1980 Mar 1980
-9.48% 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 Pinwheel Portfolio
2023
 +1.79% +3.18%
2022
 -11.91% -13.57%
2021
 +13.98% +13.53%
2020
 +6.95% +9.12%
2019
 +17.96% +19.31%
2018
 -6.68% -6.39%
2017
 +13.88% +14.08%
2016
 +9.05% +8.63%
2015
 -1.66% -2.88%
2014
 +4.16% +6.12%
2013
 +16.03% +9.02%
2012
 +12.36% +12.60%
2011
 -2.98% -0.25%
2010
 +13.00% +16.08%
2009
 +21.58% +24.19%
2008
 -24.86% -22.51%
2007
 +5.91% +7.60%
2006
 +17.74% +19.78%
2005
 +8.40% +11.02%
2004
 +14.62% +15.19%
2003
 +26.78% +28.19%
2002
 -7.53% -2.13%
2001
 -3.80% -0.61%
2000
 +2.04% +1.80%
1999
 +13.53% +15.18%
1998
 +8.85% +3.43%
1997
 +12.22% +8.85%
1996
 +11.54% +13.00%
1995
 +16.29% +14.60%
1994
 +1.99% -2.32%
1993
 +17.70% +24.96%
1992
 +3.75% +4.01%
1991
 +20.38% +29.20%
1990
 -9.45% -7.14%
1989
 +15.59% +21.94%
1988
 +17.45% +14.95%
1987
 +10.19% +2.63%
1986
 +28.89% +21.90%
1985
 +31.78% +27.17%
1984
 +7.88% +8.12%
1983
 +21.11% +17.25%
1982
 +16.37% +13.76%
1981
 +4.16% -0.90%
1980
 +22.04% +18.33%
1979
 +17.78% +29.93%
1978
 +15.30% +15.63%
1977
 +9.26% +10.76%
1976
 +18.88% +19.79%