Frank Armstrong Ideal Index vs Stocks/Bonds 60/40 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 60/40 Portfolio obtained a 7.93% compound annual return, with a 9.46% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.93%
Std Dev 10.60% 9.46%
Max Drawdown -40.11% -30.55%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1970

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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 +9.10
Stocks/Bonds 60/40 Portfolio -0.19 +2.20 +0.36 +6.52 +7.55 +7.93 +9.22
(*) 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 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 9869.65$, with a total return of 886.96% (7.93% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1970, now would be worth 104828.96$, with a total return of 10382.90% (9.10% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1970, now would be worth 111207.05$, with a total return of 11020.70% (9.22% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% 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
-12.29% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-10.18% Jul 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.00% May 2011 Sep 2011
-8.72% Jun 2015 Feb 2016
-8.38% Sep 2018 Dec 2018
-6.47% Feb 1994 Jun 1994
-5.59% Sep 2000 Nov 2000
-5.35% Apr 2000 May 2000
-5.24% Jun 2015 Sep 2015
-4.41% Nov 1993 Nov 1993

Drawdown comparison chart since January 1970.

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Frank Armstrong Ideal Index Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-27.37% Jan 1973 Sep 1974
-27.28% Jan 1973 Sep 1974
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.17% Sep 1987 Nov 1987
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.93% Jan 1970 Jun 1970
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.29% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.52% Mar 1970 Jun 1970
-10.18% Jul 1998 Aug 1998
-9.57% Feb 1980 Mar 1980
-9.55% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1970.

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Year Frank Armstrong Ideal Index Portfolio Stocks/Bonds 60/40 Portfolio
2023
 +1.79% +6.24%
2022
 -11.91% -16.95%
2021
 +13.98% +14.66%
2020
 +6.95% +15.70%
2019
 +17.96% +21.94%
2018
 -6.68% -3.17%
2017
 +13.88% +14.15%
2016
 +9.05% +8.71%
2015
 -1.66% +0.44%
2014
 +4.16% +9.85%
2013
 +16.03% +19.23%
2012
 +12.36% +11.13%
2011
 -2.98% +3.75%
2010
 +13.00% +12.93%
2009
 +21.58% +18.79%
2008
 -24.86% -19.44%
2007
 +5.91% +5.99%
2006
 +17.74% +11.12%
2005
 +8.40% +4.74%
2004
 +14.62% +9.37%
2003
 +26.78% +20.04%
2002
 -7.53% -8.98%
2001
 -3.80% -3.21%
2000
 +2.04% -1.79%
1999
 +13.53% +13.98%
1998
 +8.85% +17.39%
1997
 +12.22% +22.37%
1996
 +11.54% +14.01%
1995
 +16.29% +28.74%
1994
 +1.99% -1.16%
1993
 +17.70% +10.25%
1992
 +3.75% +8.32%
1991
 +20.38% +25.53%
1990
 -9.45% -0.19%
1989
 +15.59% +22.33%
1988
 +17.45% +13.33%
1987
 +10.19% +2.18%
1986
 +28.89% +14.79%
1985
 +31.78% +27.66%
1984
 +7.88% +7.32%
1983
 +21.11% +15.69%
1982
 +16.37% +24.75%
1981
 +4.16% +1.27%
1980
 +22.04% +21.05%
1979
 +17.78% +16.69%
1978
 +15.30% +5.53%
1977
 +9.26% -1.60%
1976
 +18.88% +21.38%
1975
 +28.38% +25.64%
1974
 -13.41% -14.41%
1973
 -10.09% -9.12%
1972
 +17.91% +11.66%
1971
 +17.25% +14.37%
1970
 +0.66% +9.77%