Frank Armstrong Ideal Index vs Stocks/Bonds 40/60 Momentum 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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 7.77% compound annual return, with a 6.87% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk High Medium
Asset Allocation Stocks 70% 40%
Fixed Income 30% 60%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.77%
Std Dev 10.60% 6.87%
Max Drawdown -40.11% -21.11%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1982

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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 +8.86
Stocks/Bonds 40/60 Momentum Portfolio -2.58 -3.20 -3.55 +2.91 +5.58 +7.77 +9.57
(*) 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 9435.68$, with a total return of 843.57% (7.77% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1982, now would be worth 33616.87$, with a total return of 3261.69% (8.86% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 44116.45$, with a total return of 4311.65% (9.57% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-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
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.59% Sep 2000 Nov 2000
-4.41% Nov 1993 Nov 1993
-4.20% Sep 1994 Nov 1994
-4.13% Aug 1998 Aug 1998
-4.04% May 2019 May 2019
-4.02% Oct 1997 Oct 1997

Drawdown comparison chart since January 1982.

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Frank Armstrong Ideal Index Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-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
-13.77% Sep 1987 Nov 1987
-12.21% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-6.90% Jan 1982 Jul 1982
-6.28% Feb 1984 May 1984
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.59% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Frank Armstrong Ideal Index Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2023
 +1.79% -1.19%
2022
 -11.91% -15.17%
2021
 +13.98% +4.23%
2020
 +6.95% +16.57%
2019
 +17.96% +16.20%
2018
 -6.68% -0.73%
2017
 +13.88% +17.14%
2016
 +9.05% +3.51%
2015
 -1.66% +3.91%
2014
 +4.16% +9.34%
2013
 +16.03% +12.57%
2012
 +12.36% +7.87%
2011
 -2.98% +7.13%
2010
 +13.00% +10.93%
2009
 +21.58% +9.16%
2008
 -24.86% -12.27%
2007
 +5.91% +11.21%
2006
 +17.74% +6.78%
2005
 +8.40% +9.09%
2004
 +14.62% +9.22%
2003
 +26.78% +12.78%
2002
 -7.53% +0.04%
2001
 -3.80% -1.88%
2000
 +2.04% +2.99%
1999
 +13.53% +15.71%
1998
 +8.85% +24.65%
1997
 +12.22% +20.41%
1996
 +11.54% +14.08%
1995
 +16.29% +27.84%
1994
 +1.99% -2.03%
1993
 +17.70% +11.10%
1992
 +3.75% +6.01%
1991
 +20.38% +23.91%
1990
 -9.45% +5.79%
1989
 +15.59% +25.29%
1988
 +17.45% +7.24%
1987
 +10.19% +1.86%
1986
 +28.89% +18.14%
1985
 +31.78% +26.30%
1984
 +7.88% +8.68%
1983
 +21.11% +9.91%
1982
 +16.37% +30.86%