Frank Armstrong Ideal Index vs Tim Maurer Simple Money 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 Tim Maurer Simple Money Portfolio obtained a 7.08% compound annual return, with a 9.00% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Tim Maurer Simple Money Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.08%
Std Dev 10.60% 9.00%
Max Drawdown -40.11% -32.39%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1975

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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 +9.90
Tim Maurer Simple Money Portfolio -2.48 -0.09 -2.32 +2.87 +4.88 +7.08 +10.23
(*) 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).

Tim Maurer Simple Money Portfolio: an investment of 1000$, since June 1993, now would be worth 7792.78$, with a total return of 679.28% (7.08% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1975, now would be worth 96757.26$, with a total return of 9575.73% (9.90% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1000$, since January 1975, now would be worth 111598.03$, with a total return of 11059.80% (10.23% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Tim Maurer Simple Money Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-18.44% Sep 2021 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
-14.55% Jan 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.27% May 2011 Sep 2011
-9.50% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-8.98% Jun 2002 Sep 2002
-8.72% Jun 2015 Feb 2016
-8.67% Sep 2018 Dec 2018
-6.83% Feb 2001 Sep 2001
-6.66% Jun 2015 Feb 2016
-6.44% Feb 1994 Jun 1994
-5.80% Apr 2012 May 2012
-5.59% Sep 2000 Nov 2000

Drawdown comparison chart since January 1975.

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Frank Armstrong Ideal Index Portfolio
Tim Maurer Simple Money Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-18.44% Sep 2021 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-17.06% Sep 1987 Nov 1987
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.55% Jan 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.99% Jan 1990 Oct 1990
-11.27% May 2011 Sep 2011
-10.06% Feb 1980 Mar 1980
-9.55% Feb 1980 Mar 1980
-9.50% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.10% Jul 1975 Sep 1975
-8.98% Jun 2002 Sep 2002

Yearly Returns

Yearly return comparison. Common historical serie start from January 1975.

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Year Frank Armstrong Ideal Index Portfolio Tim Maurer Simple Money Portfolio
2023
 +1.79% +2.02%
2022
 -11.91% -11.48%
2021
 +13.98% +10.46%
2020
 +6.95% +6.87%
2019
 +17.96% +16.14%
2018
 -6.68% -6.64%
2017
 +13.88% +13.36%
2016
 +9.05% +8.15%
2015
 -1.66% +0.47%
2014
 +4.16% +2.33%
2013
 +16.03% +17.81%
2012
 +12.36% +11.70%
2011
 -2.98% -0.69%
2010
 +13.00% +12.55%
2009
 +21.58% +17.16%
2008
 -24.86% -18.42%
2007
 +5.91% +5.07%
2006
 +17.74% +15.49%
2005
 +8.40% +8.71%
2004
 +14.62% +16.23%
2003
 +26.78% +28.83%
2002
 -7.53% -0.10%
2001
 -3.80% -0.39%
2000
 +2.04% +6.34%
1999
 +13.53% +8.40%
1998
 +8.85% +10.11%
1997
 +12.22% +8.93%
1996
 +11.54% +8.40%
1995
 +16.29% +20.10%
1994
 +1.99% -1.91%
1993
 +17.70% +18.40%
1992
 +3.75% +9.26%
1991
 +20.38% +19.48%
1990
 -9.45% -6.46%
1989
 +15.59% +18.70%
1988
 +17.45% +17.54%
1987
 +10.19% +9.10%
1986
 +28.89% +29.42%
1985
 +31.78% +35.92%
1984
 +7.88% +8.33%
1983
 +21.11% +19.04%
1982
 +16.37% +20.34%
1981
 +4.16% +5.26%
1980
 +22.04% +16.99%
1979
 +17.78% +12.42%
1978
 +15.30% +14.64%
1977
 +9.26% +8.65%
1976
 +18.88% +18.42%
1975
 +28.38% +27.95%