Frank Armstrong Ideal Index vs Ted Aronson Family Taxable 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 Ted Aronson Family Taxable Portfolio obtained a 7.65% compound annual return, with a 11.54% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Ted Aronson Family Taxable Portfolio
Risk High High
Asset Allocation Stocks 70% 70%
Fixed Income 30% 30%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.65%
Std Dev 10.60% 11.54%
Max Drawdown -40.11% -38.46%

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
Ted Aronson Family Taxable Portfolio -1.50 -0.23 -3.43 +3.63 +6.00 +7.65 +9.71
(*) 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since June 1993, now would be worth 9122.38$, with a total return of 812.24% (7.65% 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since January 1985, now would be worth 35107.20$, with a total return of 3410.72% (9.71% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-19.15% Apr 2000 Sep 2002
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.50% Jan 2020 Mar 2020
-14.91% May 1998 Aug 1998
-12.21% May 1998 Aug 1998
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-9.48% Sep 2018 Dec 2018
-9.47% May 2015 Jan 2016
-8.72% Jun 2015 Feb 2016
-8.05% Feb 1994 Mar 1994
-5.59% Sep 2000 Nov 2000
-5.12% Apr 2012 May 2012
-4.65% Aug 1997 Oct 1997

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-19.80% Sep 1987 Nov 1987
-19.15% Apr 2000 Sep 2002
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-16.23% Jan 1990 Sep 1990
-15.51% May 2011 Sep 2011
-15.50% Jan 2020 Mar 2020
-14.91% May 1998 Aug 1998
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-9.48% Sep 2018 Dec 2018
-9.47% May 2015 Jan 2016
-8.72% Jun 2015 Feb 2016

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio Ted Aronson Family Taxable Portfolio
2023
 +1.79% +3.64%
2022
 -11.91% -17.99%
2021
 +13.98% +11.93%
2020
 +6.95% +14.59%
2019
 +17.96% +19.91%
2018
 -6.68% -7.55%
2017
 +13.88% +18.03%
2016
 +9.05% +11.10%
2015
 -1.66% -2.35%
2014
 +4.16% +5.69%
2013
 +16.03% +16.00%
2012
 +12.36% +13.70%
2011
 -2.98% +1.62%
2010
 +13.00% +15.27%
2009
 +21.58% +22.79%
2008
 -24.86% -23.35%
2007
 +5.91% +8.73%
2006
 +17.74% +13.15%
2005
 +8.40% +11.21%
2004
 +14.62% +15.55%
2003
 +26.78% +29.19%
2002
 -7.53% -6.02%
2001
 -3.80% -4.75%
2000
 +2.04% -3.43%
1999
 +13.53% +21.96%
1998
 +8.85% +8.20%
1997
 +12.22% +11.05%
1996
 +11.54% +9.90%
1995
 +16.29% +22.30%
1994
 +1.99% -1.76%
1993
 +17.70% +27.27%
1992
 +3.75% +4.09%
1991
 +20.38% +34.68%
1990
 -9.45% -8.23%
1989
 +15.59% +26.56%
1988
 +17.45% +19.56%
1987
 +10.19% +1.58%
1986
 +28.89% +27.86%
1985
 +31.78% +34.27%