Frank Armstrong Ideal Index vs Time Inc Simple and Cheap 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 Time Inc Simple and Cheap Portfolio obtained a 7.02% compound annual return, with a 9.29% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Time Inc Simple and Cheap Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.02%
Std Dev 10.60% 9.29%
Max Drawdown -40.11% -34.84%

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
Time Inc Simple and Cheap Portfolio -1.28 +1.25 -1.96 +4.50 +5.66 +7.02 +8.64
(*) 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).

Time Inc Simple and Cheap Portfolio: an investment of 1000$, since June 1993, now would be worth 7657.22$, with a total return of 665.72% (7.02% 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).

Time Inc Simple and Cheap Portfolio: an investment of 1000$, since January 1985, now would be worth 24172.42$, with a total return of 2317.24% (8.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Time Inc Simple and Cheap Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-34.84% Nov 2007 Feb 2009
-21.27% 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
-14.17% Sep 2000 Sep 2002
-12.92% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-10.59% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.77% Jul 1998 Aug 1998
-8.72% Jun 2015 Feb 2016
-7.07% Sep 2018 Dec 2018
-5.87% May 2015 Sep 2015
-5.59% Sep 2000 Nov 2000
-5.25% Feb 1994 Nov 1994
-4.43% May 2012 May 2012
-4.41% Nov 1993 Nov 1993

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Time Inc Simple and Cheap Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-34.84% Nov 2007 Feb 2009
-21.27% 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
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.17% Sep 2000 Sep 2002
-13.73% Sep 1987 Nov 1987
-12.92% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-10.97% Jan 1990 Sep 1990
-10.59% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.77% Jul 1998 Aug 1998
-8.72% Jun 2015 Feb 2016
-7.07% Sep 2018 Dec 2018
-5.87% May 2015 Sep 2015

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio Time Inc Simple and Cheap Portfolio
2023
+1.79% +4.57%
2022
-11.91% -16.81%
2021
+13.98% +12.62%
2020
+6.95% +10.84%
2019
+17.96% +19.89%
2018
-6.68% -4.76%
2017
+13.88% +13.64%
2016
+9.05% +6.91%
2015
-1.66% -0.32%
2014
+4.16% +8.51%
2013
+16.03% +12.39%
2012
+12.36% +12.38%
2011
-2.98% +1.58%
2010
+13.00% +13.14%
2009
+21.58% +21.82%
2008
-24.86% -21.66%
2007
+5.91% +5.64%
2006
+17.74% +15.14%
2005
+8.40% +7.42%
2004
+14.62% +12.96%
2003
+26.78% +22.44%
2002
-7.53% -5.38%
2001
-3.80% -2.47%
2000
+2.04% +0.68%
1999
+13.53% +12.52%
1998
+8.85% +12.75%
1997
+12.22% +13.37%
1996
+11.54% +12.15%
1995
+16.29% +20.32%
1994
+1.99% -0.47%
1993
+17.70% +15.69%
1992
+3.75% +4.56%
1991
+20.38% +21.90%
1990
-9.45% -5.00%
1989
+15.59% +17.09%
1988
+17.45% +14.76%
1987
+10.19% +7.32%
1986
+28.89% +25.13%
1985
+31.78% +30.58%